Atomera Inc - ATOM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,990,446 | 26,046 | 0.0% | 0.0% | 1 | +617,602 | 26.03% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,890,019 | 16,462 | 0.01% | 0.0% | 2 | +914,396 | 93.72% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,664,565 | 14,498 | 0.0% | 0.0% | 3 | +376,404 | 29.22% | Q2 2026 | Aug 13, 2026 |
| AVENIR CORP | History | Added to | 1,468,660 | 12,792 | 1.56% | 0.68% | 4 | +7,245 | 0.5% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,340,888 | 11,679 | 0.02% | 0.01% | 5 | +63,208 | 4.95% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 1,328,824 | 11,574 | 0.0% | 0.0% | 6 | +1,152,963 | 655.61% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,063,691 | 9,264 | 0.0% | 0.0% | 7 | +892,115 | 519.95% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 990,370 | 8,628 | 0.0% | 0.0% | 8 | +220,673 | 28.67% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 971,900 | 8,465 | 0.0% | 0.0% | 9 | +514,307 | 112.39% | Q2 2026 | Aug 14, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 743,895 | 6,479 | 1.66% | 0.7% | 10 | +145,586 | 24.33% | Q2 2026 | Jul 29, 2026 |
| STATE STREET CORP | History | Added to | 717,862 | 6,252 | 0.0% | 0.0% | 11 | +139,965 | 24.22% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 667,667 | 5,815 | 0.0% | 0.0% | 12 | +137,667 | 25.97% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 643,842 | 5,607 | 0.0% | 0.0% | 13 | -504,537 | -43.93% | Q2 2026 | Sep 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 573,266 | 4,993 | 0.33% | 0.08% | 14 | -23,933 | -4.01% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 554,452 | 4,829 | 0.0% | 0.0% | 15 | +375,482 | 209.8% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 380,696 | 3,315 | 0.0% | 0.0% | 16 | +271,180 | 247.62% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 370,601 | 3,227 | 0.0% | 0.0% | 17 | +81,921 | 28.38% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 352,205 | 3,067 | 0.01% | 0.0% | 18 | +331,118 | 1570.25% | Q2 2026 | Aug 12, 2026 |
| Defender Capital, LLC. | History | New | 295,450 | 2,573 | 0.84% | — | 19 | +295,450 | New | Q2 2026 | Jul 09, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 274,960 | 2,394 | 0.0% | 0.0% | 20 | +58,568 | 27.07% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 274,394 | 2,389 | 0.0% | 0.0% | 21 | +2,792 | 1.03% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 266,796 | 2,323 | 0.0% | 0.0% | 22 | -221,879 | -45.4% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 250,905 | 2,185 | 0.01% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | New | 225,139 | 1,960 | 0.01% | — | 24 | +225,139 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 178,193 | 1,552 | 0.0% | 0.0% | 25 | -19,500 | -9.86% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | No change | 175,900 | 1,532 | 0.18% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 156,629 | 1,364 | 0.0% | — | 27 | +156,629 | New | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 137,945 | 1,201 | 0.0% | 0.0% | 28 | +14,400 | 11.66% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 131,200 | 1,142 | 0.0% | 0.0% | 29 | +64,652 | 97.15% | Q2 2026 | Aug 12, 2026 |
| PEAK6 LLC | History | New | 119,852 | 1,043 | 0.0% | — | 30 | +119,852 | New | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 119,682 | 1,042 | 0.14% | 0.09% | 31 | -31,195 | -20.68% | Q2 2026 | Jul 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 113,371 | 987 | 0.0% | 0.0% | 32 | +27,171 | 31.52% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 94,181 | 820 | 0.0% | 0.0% | 33 | +23,552 | 33.35% | Q2 2026 | Aug 06, 2026 |
| Andar Capital Management HK Ltd | History | New | 90,000 | 783 | 0.35% | — | 34 | +90,000 | New | Q2 2026 | Aug 06, 2026 |
| IMC-Chicago, LLC | History | Added to | 78,900 | 687 | 0.0% | 0.0% | 35 | +49,827 | 171.39% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 74,185 | 647 | 0.0% | 0.0% | 36 | +20,141 | 37.27% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 73,383 | 639 | 0.0% | 0.0% | 37 | +12,570 | 20.67% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 71,455 | 622 | 0.04% | — | 38 | +71,455 | New | Q2 2026 | Aug 06, 2026 |
| Informed Momentum Co LLC | History | New | 71,261 | 620 | 0.06% | — | 39 | +71,261 | New | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | New | 62,822 | 547 | 0.04% | — | 40 | +62,822 | New | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 52,260 | 455 | 0.08% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 47,424 | 413 | 0.0% | 0.0% | 42 | +1,123 | 2.43% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 43,961 | 382 | 0.0% | 0.0% | 43 | +8,626 | 24.41% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | New | 42,214 | 367 | 0.0% | — | 44 | +42,214 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 42,108 | 366 | 0.0% | 0.0% | 45 | +31,526 | 297.92% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,171 | 332 | 0.0% | 0.0% | 46 | +13,842 | 56.9% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Reduced | 37,132 | 323 | 0.0% | 0.0% | 47 | -26,639 | -41.77% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 36,253 | 315 | 0.0% | 0.0% | 48 | +24,069 | 197.55% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 35,422 | 308 | 0.0% | — | 49 | +35,422 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,472 | 300 | 0.0% | 0.0% | 50 | -22,450 | -39.44% | Q2 2026 | Jul 29, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 34,300 | 298 | 0.07% | 0.04% | 51 | -4,200 | -10.91% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | Added to | 31,299 | 272 | 0.0% | 0.0% | 52 | +15,778 | 101.66% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 31,143 | 271 | 0.0% | 0.0% | 53 | -69,100 | -68.93% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,148 | 262 | 0.0% | 0.0% | 54 | +10,777 | 55.63% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 29,876 | 260 | 0.0% | 0.0% | 55 | +8,079 | 37.06% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Added to | 29,085 | 253 | 0.0% | 0.0% | 56 | +10,450 | 56.08% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 27,531 | 239 | 0.0% | 0.0% | 57 | +9,419 | 52.0% | Q2 2026 | Aug 03, 2026 |
| Concentric Capital Strategies, LP | History | New | 25,452 | 221 | 0.01% | — | 58 | +25,452 | New | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | New | 22,899 | 199 | 0.0% | — | 59 | +22,899 | New | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 20,500 | 178 | 0.0% | — | 60 | +20,500 | New | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 20,183 | 175 | 0.0% | — | 61 | +20,183 | New | Q2 2026 | Jul 17, 2026 |
| ADVISORY RESEARCH INC | History | No change | 20,000 | 174 | 0.02% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,645 | 153 | 0.0% | 0.0% | 63 | +3,394 | 23.82% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,119 | 149 | 0.0% | 0.0% | 64 | +228 | 1.35% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | New | 16,981 | 147 | 0.0% | — | 65 | +16,981 | New | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 16,245 | 141 | 0.0% | 0.0% | 66 | -402 | -2.41% | Q2 2026 | Aug 11, 2026 |
| Centiva Capital, LP | History | New | 15,744 | 137 | 0.0% | — | 67 | +15,744 | New | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 33,700 | 128 | 0.0% | 0.0% | 69 | +6,500 | 23.9% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,823 | 128 | 0.0% | 0.0% | 68 | +3,739 | 28.58% | Q2 2026 | Aug 12, 2026 |
| nVerses Capital, LLC | History | New | 14,382 | 125 | 0.19% | — | 70 | +14,382 | New | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,647 | 118 | 0.0% | 0.0% | 71 | +10,250 | 301.74% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,594 | 118 | 0.0% | 0.0% | 72 | +7,182 | 112.01% | Q2 2026 | Aug 06, 2026 |
| Rathbones Group PLC | History | New | 13,485 | 117 | 0.0% | — | 73 | +13,485 | New | Q2 2026 | Jul 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 12,997 | 113 | 0.0% | 0.0% | 75 | +6,046 | 86.98% | Q2 2026 | Jul 23, 2026 |
| Abel Hall, LLC | History | Reduced | 13,027 | 113 | 0.02% | 0.01% | 74 | -808 | -5.84% | Q2 2026 | Jul 24, 2026 |
| Entropy Technologies, LP | History | New | 12,383 | 107 | 0.0% | — | 76 | +12,383 | New | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 11,958 | 104 | 0.0% | — | 77 | +11,958 | New | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | New | 11,323 | 98 | 0.01% | — | 78 | +11,323 | New | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | New | 10,632 | 92 | 0.0% | — | 79 | +10,632 | New | Q2 2026 | Aug 14, 2026 |
| Gleason Group, Inc. | History | No change | 10,500 | 91 | 0.01% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 10,168 | 88 | 0.0% | — | 81 | +10,168 | New | Q2 2026 | Sep 09, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | New | 10,000 | 87 | 0.02% | — | 85 | +10,000 | New | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,000 | 87 | 0.0% | 0.0% | 83 | -2,500 | -20.0% | Q2 2026 | Aug 14, 2026 |
| SLT Holdings LLC | History | Reduced | 10,000 | 87 | 0.05% | 0.03% | 84 | -2,500 | -20.0% | Q2 2026 | Jul 17, 2026 |
| SCS Capital Management LLC | History | No change | 10,000 | 87 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | Added to | 9,473 | 82 | 0.0% | 0.0% | 86 | +3,995 | 72.93% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 7,400 | 64 | 0.0% | 0.0% | 87 | -11,900 | -61.66% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,440 | 64 | 0.0% | 0.0% | 88 | +452 | 6.47% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,533 | 57 | 0.0% | 0.0% | 89 | +6,212 | 1935.2% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | No change | 6,445 | 56 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,000 | 45 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | Added to | 3,715 | 32 | 0.0% | 0.0% | 92 | +1,053 | 39.56% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 8,053 | 30 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 3,300 | 28 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,988 | 26 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,750 | 15 | 0.0% | 0.0% | 97 | +1,382 | 375.54% | Q2 2026 | Jul 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,725 | 15 | 0.0% | 0.0% | 96 | -1,328 | -43.5% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,909 | 13 | 0.0% | 0.0% | 98 | +95 | 5.24% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,245 | 10 | 0.0% | 0.0% | 99 | -25 | -1.97% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,113 | 9 | 0.0% | 0.0% | 100 | +55 | 5.2% | Q2 2026 | Aug 07, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 926 | 8 | 0.0% | — | 101 | +926 | New | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | New | 876 | 7 | 0.0% | — | 103 | +876 | New | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 897 | 7 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 640 | 5 | 0.0% | 0.0% | 105 | +20 | 3.23% | Q2 2026 | Jul 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 665 | 5 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 550 | 4 | 0.0% | 0.0% | 106 | -155 | -21.99% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 486 | 4 | 0.0% | 0.0% | 107 | -132 | -21.36% | Q2 2026 | Jul 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 423 | 3 | 0.0% | — | 109 | +423 | New | Q2 2026 | Aug 24, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 363 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | New | 341 | 2 | 0.0% | — | 111 | +341 | New | Q2 2026 | Jul 23, 2026 |
| Bare Financial Services, Inc | History | No change | 309 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | Reduced | 198 | 1 | 0.0% | 0.0% | 114 | -293 | -59.67% | Q2 2026 | Jul 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 224 | 1 | 0.0% | — | 115 | +224 | New | Q2 2026 | Jul 02, 2026 |
| Allworth Financial LP | History | Added to | 229 | 1 | 0.0% | — | 113 | +203 | 780.77% | Q2 2026 | Aug 11, 2026 |
| MCDONALD PARTNERS LLC | History | New | 195 | 1 | 0.0% | — | 116 | +195 | New | Q2 2026 | Jul 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 135 | 1 | 0.0% | — | 112 | -55 | -28.95% | Q2 2026 | Jul 28, 2026 |
| Arosa Capital Management LP | History | Closed out | 0 | 0 | — | 0.28% | — | -490,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -163,066 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,449 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,082 | -100.0% | Q2 2026 | Jul 31, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q2 2026 | Jul 07, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,433 | -100.0% | Q2 2026 | Jul 17, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,514 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 28 | 0 | — | 0.0% | — | -800 | -96.62% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -170 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -82 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 58 | 0 | — | — | — | +56 | 2800.0% | Q2 2026 | Jul 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 36 | 0 | — | — | — | +36 | New | Q2 2026 | Aug 10, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 105 | 0 | — | — | — | -24 | -18.6% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 81 | 0 | — | — | — | +24 | 42.11% | Q2 2026 | Aug 10, 2026 |
| True Wealth Design, LLC | History | Added to | 51 | 0 | — | — | — | +19 | 59.38% | Q2 2026 | Jul 16, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 11 | 0 | — | — | — | -5 | -31.25% | Q2 2026 | Aug 06, 2026 |
| BARD ASSOCIATES INC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |