AMERICAN VANGUARD CORP - AVD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,723,002 | 4,824 | 0.0% | 0.0% | 1 | +68,107 | 4.12% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,148,010 | 3,214 | 0.0% | 0.0% | 2 | +7,266 | 0.64% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 933,473 | 2,613 | 0.0% | 0.0% | 3 | -1,145,430 | -55.1% | Q2 2026 | Aug 07, 2026 |
| EVR Research LP | History | Added to | 775,000 | 2,170 | 1.07% | 0.72% | 4 | +55,000 | 7.64% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 774,597 | 2,168 | 0.0% | 0.0% | 5 | -270,213 | -25.86% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 732,819 | 2,051 | 0.0% | 0.0% | 6 | -13,370 | -1.79% | Q2 2026 | Aug 14, 2026 |
| Cruiser Capital Advisors, LLC | History | No change | 571,781 | 1,600 | 0.99% | 0.55% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 530,006 | 1,484 | 0.0% | 0.0% | 8 | +26 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | No change | 504,333 | 1,412 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | New | 418,583 | 1,172 | 0.05% | — | 10 | +418,583 | New | Q2 2026 | Aug 14, 2026 |
| Pullen Investment Management, LLC | History | Added to | 379,017 | 1,061 | 0.49% | 0.47% | 11 | +4,985 | 1.33% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 372,763 | 1,043 | 0.0% | 0.0% | 12 | +205,264 | 122.55% | Q2 2026 | Aug 14, 2026 |
| Potomac Capital Management, Inc. | History | Reduced | 358,780 | 1,004 | 0.69% | 1.35% | 13 | -263,270 | -42.32% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 355,277 | 994 | 0.0% | 0.0% | 14 | +136,977 | 62.75% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 353,869 | 990 | 0.0% | 0.0% | 15 | -91,919 | -20.62% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 303,807 | 851 | 0.0% | 0.0% | 16 | -359,333 | -54.19% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 294,900 | 825 | 0.0% | 0.0% | 17 | +24,342 | 9.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 292,467 | 818 | 0.0% | — | 18 | +292,467 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 279,443 | 782 | 0.0% | 0.0% | 19 | +78,084 | 38.78% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 209,959 | 587 | 0.0% | 0.0% | 20 | -336,310 | -61.56% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 202,524 | 567 | 0.0% | — | 21 | +202,524 | New | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 180,526 | 501 | 0.0% | 0.0% | 22 | +106,791 | 144.83% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 178,326 | 499 | 0.0% | 0.0% | 23 | +8,327 | 4.9% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 183,467 | 497 | 0.0% | 0.0% | 24 | -345,723 | -65.33% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 153,971 | 431 | 0.0% | 0.0% | 25 | -15,300 | -9.04% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 148,261 | 415 | 0.0% | 0.0% | 26 | -25,350 | -14.6% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Reduced | 137,961 | 386 | 0.01% | 0.01% | 27 | -83,650 | -37.75% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 136,626 | 382 | 0.0% | 0.0% | 28 | -503,164 | -78.65% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 105,379 | 295 | 0.0% | 0.0% | 29 | +15,904 | 17.77% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 91,823 | 257 | 0.0% | 0.0% | 30 | +30,020 | 48.57% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 88,992 | 249 | 0.0% | 0.0% | 31 | +483 | 0.55% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 88,195 | 246 | 0.0% | 0.0% | 32 | -2,660 | -2.93% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 75,296 | 210 | 0.0% | — | 33 | +75,296 | New | Q2 2026 | Aug 14, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 73,731 | 206 | 0.07% | 0.06% | 34 | +18,675 | 33.92% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 73,200 | 204 | 0.0% | 0.0% | 35 | +56,925 | 349.77% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 70,371 | 197 | 0.0% | 0.01% | 36 | -93,400 | -57.03% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 68,779 | 192 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 68,269 | 191 | 0.0% | 0.0% | 38 | -135,241 | -66.45% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 68,000 | 190 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 65,314 | 182 | 0.0% | 0.0% | 40 | +26,877 | 69.92% | Q2 2026 | Aug 13, 2026 |
| Invenomic Capital Management LP | History | Reduced | 63,349 | 177 | 0.01% | 0.05% | 42 | -353,491 | -84.8% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,529 | 177 | 0.0% | 0.0% | 41 | +40,631 | 177.44% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 61,794 | 173 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 60,493 | 170 | 0.0% | 0.0% | 44 | +33,205 | 121.68% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 59,362 | 166 | 0.0% | — | 45 | +59,362 | New | Q2 2026 | Sep 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 49,168 | 138 | 0.0% | 0.0% | 46 | -2,375 | -4.61% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 47,928 | 134 | 0.0% | — | 47 | +47,928 | New | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 45,845 | 128 | 0.0% | — | 48 | +45,845 | New | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 45,371 | 127 | 0.0% | 0.0% | 49 | -38,707 | -46.04% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 43,840 | 122 | 0.0% | — | 50 | +43,840 | New | Q2 2026 | Aug 13, 2026 |
| Williams & Novak, LLC | History | Added to | 43,340 | 121 | 0.08% | 0.05% | 51 | +17,173 | 65.63% | Q2 2026 | Jul 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 41,790 | 117 | 0.0% | 0.0% | 52 | +25,898 | 162.96% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | New | 39,763 | 111 | 0.0% | — | 53 | +39,763 | New | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Reduced | 34,819 | 97 | 0.0% | 0.0% | 54 | -29,523 | -45.88% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 33,495 | 93 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 31,798 | 89 | 0.0% | 0.0% | 56 | -15,496 | -32.77% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,400 | 82 | 0.0% | 0.0% | 57 | +14,047 | 91.49% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | New | 28,669 | 80 | 0.0% | — | 58 | +28,669 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 28,167 | 78 | 0.0% | 0.0% | 59 | -20,015 | -41.54% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 27,500 | 77 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Riverwater Partners LLC | History | No change | 24,553 | 68 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 23,817 | 66 | 0.0% | 0.01% | 62 | -13,422 | -36.04% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 21,696 | 60 | 0.0% | 0.0% | 63 | +9,604 | 79.42% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | New | 21,276 | 59 | 0.0% | — | 64 | +21,276 | New | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Reduced | 18,258 | 51 | 0.0% | 0.0% | 65 | -13,885 | -43.2% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 17,121 | 47 | 0.0% | 0.0% | 67 | -16,921 | -49.71% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 16,937 | 47 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 15,900 | 44 | 0.0% | 0.0% | 68 | -3,807 | -19.32% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 14,277 | 39 | 0.0% | 0.0% | 69 | -899 | -5.92% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | Reduced | 13,770 | 38 | 0.0% | 0.0% | 71 | -81,383 | -85.53% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 13,836 | 38 | 0.0% | 0.0% | 70 | -18,981 | -57.84% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | New | 12,495 | 34 | 0.0% | — | 73 | +12,495 | New | Q2 2026 | Aug 12, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 13,929 | 34 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,019 | 29 | 0.0% | — | 75 | +11,019 | New | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 11,916 | 29 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,146 | 28 | 0.0% | — | 77 | +10,146 | New | Q2 2026 | Aug 19, 2026 |
| Private Advisor Group, LLC | History | New | 10,000 | 28 | 0.0% | — | 78 | +10,000 | New | Q2 2026 | Jul 27, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,220 | 28 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 7,263 | 20 | 0.0% | — | 79 | +7,014 | 2816.87% | Q2 2026 | Aug 10, 2026 |
| BFSG, LLC | History | No change | 6,472 | 18 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,219 | 17 | 0.0% | 0.0% | 81 | +5,269 | 554.63% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 4,147 | 11 | 0.0% | — | 82 | +3,778 | 1023.85% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,001 | 8 | 0.0% | 0.0% | 83 | -9,656 | -76.29% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,694 | 4 | 0.0% | 0.0% | 84 | -5,363 | -76.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | New | 1,452 | 4 | 0.0% | — | 87 | +1,452 | New | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 1,550 | 4 | 0.0% | — | 86 | +1,176 | 314.44% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 1,593 | 4 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 928 | 2 | 0.0% | 0.0% | 88 | -3,656 | -79.76% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 515 | 1 | 0.0% | 0.0% | 90 | -1,867 | -78.38% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 533 | 1 | 0.0% | 0.0% | 89 | -91 | -14.58% | Q2 2026 | Jul 24, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -224,758 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95,524 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -83,361 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,793 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 1 | 0 | — | 0.0% | — | -48,746 | -100.0% | Q2 2026 | Aug 03, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,823 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -35,135 | -100.0% | Q2 2026 | Jul 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,420 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -33,055 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Canal Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,000 | -100.0% | Q2 2026 | Jul 28, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,881 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -18,950 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -17,517 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,328 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -13,760 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,566 | -100.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -11,342 | -100.0% | Q2 2026 | Aug 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,361 | -100.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,637 | -100.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -6,322 | -100.0% | Q2 2026 | Jul 29, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,300 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -5,674 | -100.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 200 | 0 | — | 0.0% | — | -3,000 | -93.75% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,506 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,331 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -846 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -478 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 121 | 0 | — | 0.0% | — | -355 | -74.58% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | — | — | -335 | -100.0% | Q2 2026 | Aug 05, 2026 |
| True Wealth Design, LLC | History | Added to | 216 | 0 | — | — | — | +152 | 237.5% | Q2 2026 | Jul 16, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -133 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 108 | 0 | — | — | — | +108 | New | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 98 | 0 | — | — | — | +98 | New | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 135 | 0 | — | — | — | +86 | 175.51% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -77 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 69 | 0 | — | — | — | +69 | New | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Added to | 102 | 0 | — | — | — | +51 | 100.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 108 | 0 | — | — | — | +33 | 44.0% | Q2 2026 | Jul 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 20 | 0 | — | — | — | +15 | 300.0% | Q2 2026 | Jul 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 04, 2026 |
| JPL Wealth Management, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 23 | 0 | — | — | — | +1 | 4.55% | Q2 2026 | Jul 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |