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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 1,545,669 | 5,904 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,078,903 | 5,176 | 0.0% | 0.0% | 2 | +209,002 | 11.18% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,654,895 | 4,120 | 0.0% | 0.0% | 3 | -45,266 | -2.66% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,140,744 | 2,840 | 0.0% | — | 4 | +1,140,744 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,044,810 | 2,601 | 0.0% | 0.0% | 5 | -147,337 | -12.36% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 746,189 | 1,858 | 0.0% | 0.0% | 6 | +437,489 | 141.72% | Q1 2026 | May 15, 2026 |
| EVR Research LP | History | Added to | 720,000 | 1,792 | 0.72% | 1.28% | 7 | +101,343 | 16.38% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 663,140 | 1,651 | 0.0% | 0.0% | 8 | +24,176 | 3.78% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 639,790 | 1,593 | 0.0% | 0.0% | 9 | +2,654 | 0.42% | Q1 2026 | May 15, 2026 |
| Potomac Capital Management, Inc. | History | Added to | 622,050 | 1,548 | 1.35% | 1.41% | 10 | +163,750 | 35.73% | Q1 2026 | May 14, 2026 |
| Cruiser Capital Advisors, LLC | History | No change | 571,781 | 1,423 | 0.55% | 1.85% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 546,269 | 1,360 | 0.0% | 0.0% | 12 | -14,178 | -2.53% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 529,190 | 1,338 | 0.0% | 0.0% | 13 | +61,753 | 13.21% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 529,980 | 1,319 | 0.0% | 0.0% | 14 | +2,977 | 0.56% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | No change | 504,333 | 1,255 | 0.02% | 0.04% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 445,788 | 1,110 | 0.0% | 0.0% | 16 | -4,869 | -1.08% | Q1 2026 | May 15, 2026 |
| Invenomic Capital Management LP | History | Reduced | 416,840 | 1,037 | 0.05% | 0.08% | 17 | -26,457 | -5.97% | Q1 2026 | May 15, 2026 |
| Pullen Investment Management, LLC | History | Added to | 374,032 | 931 | 0.47% | 0.67% | 18 | +42,462 | 12.81% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 189,300 | 723 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 270,558 | 673 | 0.0% | 0.0% | 20 | +39,954 | 17.33% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 224,758 | 559 | 0.0% | — | 21 | +224,758 | New | Q1 2026 | May 08, 2026 |
| Curi Capital, LLC | History | Reduced | 221,611 | 551 | 0.01% | 0.02% | 22 | -13,630 | -5.79% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 218,300 | 543 | 0.0% | 0.0% | 23 | +54,800 | 33.52% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 203,510 | 506 | 0.0% | 0.0% | 24 | +9,047 | 4.65% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 201,359 | 501 | 0.0% | — | 25 | +201,359 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 173,611 | 432 | 0.0% | 0.0% | 26 | +37,137 | 27.21% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 169,999 | 423 | 0.0% | — | 27 | +169,999 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 169,271 | 421 | 0.0% | 0.0% | 28 | -167,006 | -49.66% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 167,499 | 417 | 0.0% | 0.0% | 29 | -27,593 | -14.14% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 163,771 | 407 | 0.01% | 0.01% | 30 | +2,681 | 1.66% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 95,524 | 237 | 0.0% | 0.0% | 31 | +20,641 | 27.56% | Q1 2026 | Apr 30, 2026 |
| Jump Financial, LLC | History | Added to | 95,153 | 236 | 0.0% | 0.0% | 32 | +14,842 | 18.48% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 90,855 | 226 | 0.0% | 0.0% | 33 | -35,414 | -28.05% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 89,475 | 222 | 0.0% | 0.0% | 34 | -45,692 | -33.8% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 88,509 | 220 | 0.0% | 0.0% | 35 | +2,234 | 2.59% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 84,078 | 209 | 0.0% | — | 36 | +84,078 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 83,361 | 207 | 0.0% | 0.0% | 37 | +1,167 | 1.42% | Q1 2026 | May 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 73,735 | 180 | 0.0% | 0.0% | 39 | +60,946 | 476.55% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 68,779 | 180 | 0.0% | 0.0% | 38 | -4,200 | -5.76% | Q1 2026 | Apr 30, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 68,000 | 169 | 0.0% | 0.0% | 40 | +8,000 | 13.33% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 64,342 | 160 | 0.0% | — | 41 | +64,342 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 61,803 | 153 | 0.0% | — | 43 | +61,803 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | No change | 61,794 | 153 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 55,056 | 137 | 0.06% | 0.09% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 34,420 | 131 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 51,543 | 129 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 49,793 | 123 | 0.0% | 0.0% | 47 | -10,606 | -17.56% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 48,747 | 121 | 0.0% | 0.0% | 48 | +23,066 | 89.82% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 48,182 | 119 | 0.0% | 0.0% | 49 | +1,140 | 2.42% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 47,294 | 117 | 0.0% | 0.0% | 50 | -930 | -1.93% | Q1 2026 | May 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 37,239 | 107 | 0.01% | — | 51 | +37,239 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 38,437 | 95 | 0.0% | 0.0% | 52 | +35,075 | 1043.28% | Q1 2026 | May 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 35,823 | 89 | 0.0% | — | 53 | +35,823 | New | Q1 2026 | May 14, 2026 |
| Assenagon Asset Management S.A. | History | New | 35,135 | 87 | 0.0% | — | 54 | +35,135 | New | Q1 2026 | Apr 20, 2026 |
| Engineers Gate Manager LP | History | New | 34,042 | 84 | 0.0% | — | 55 | +34,042 | New | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 33,495 | 83 | 0.01% | — | 56 | +33,495 | New | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Added to | 33,055 | 82 | 0.0% | 0.0% | 57 | +17,794 | 116.6% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 32,817 | 81 | 0.0% | 0.0% | 58 | -2,024 | -5.81% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | Added to | 32,143 | 80 | 0.0% | 0.0% | 59 | +21,833 | 211.77% | Q1 2026 | May 14, 2026 |
| Canal Capital Management, LLC | History | New | 30,000 | 74 | 0.01% | — | 60 | +30,000 | New | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 27,288 | 68 | 0.0% | — | 62 | +27,288 | New | Q1 2026 | May 01, 2026 |
| GABELLI FUNDS LLC | History | Added to | 27,500 | 68 | 0.0% | 0.0% | 61 | +1,000 | 3.77% | Q1 2026 | May 14, 2026 |
| Williams & Novak, LLC | History | Reduced | 26,167 | 63 | 0.05% | 0.09% | 63 | -4,063 | -13.44% | Q1 2026 | Apr 20, 2026 |
| Riverwater Partners LLC | History | Added to | 24,553 | 61 | 0.02% | 0.03% | 64 | +4,727 | 23.84% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,898 | 57 | 0.0% | 0.0% | 65 | +9,979 | 77.24% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 22,881 | 56 | 0.0% | 0.0% | 66 | -279,116 | -92.42% | Q1 2026 | May 11, 2026 |
| Shay Capital LLC | History | New | 20,000 | 49 | 0.0% | — | 68 | +20,000 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 19,707 | 49 | 0.0% | — | 67 | +19,707 | New | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 18,950 | 47 | 0.0% | — | 69 | +18,950 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 17,517 | 43 | 0.0% | 0.0% | 70 | -195,212 | -91.77% | Q1 2026 | May 06, 2026 |
| Legato Capital Management LLC | History | Added to | 16,937 | 42 | 0.0% | 0.0% | 71 | +3,449 | 25.57% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 16,275 | 40 | 0.0% | 0.0% | 72 | -90,155 | -84.71% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 15,892 | 39 | 0.0% | 0.0% | 73 | +3,646 | 29.77% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 15,353 | 38 | 0.0% | — | 74 | +15,353 | New | Q1 2026 | May 04, 2026 |
| AXQ CAPITAL, LP | History | New | 15,176 | 37 | 0.0% | — | 75 | +15,176 | New | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 14,328 | 35 | 0.0% | 0.0% | 76 | -41,745 | -74.45% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 13,760 | 34 | 0.0% | 0.0% | 77 | -17,600 | -56.12% | Q1 2026 | May 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 13,929 | 34 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,657 | 31 | 0.0% | 0.0% | 79 | -15,993 | -55.82% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,566 | 31 | 0.0% | 0.0% | 80 | +306 | 2.5% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 12,092 | 30 | 0.0% | — | 81 | +12,092 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 11,916 | 29 | 0.0% | 0.0% | 82 | +3,843 | 47.6% | Q1 2026 | May 14, 2026 |
| R Squared Ltd | History | New | 11,342 | 28 | 0.02% | — | 83 | +11,342 | New | Q1 2026 | Apr 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 10,361 | 26 | 0.0% | — | 84 | +10,361 | New | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 10,220 | 25 | 0.0% | — | 85 | +10,220 | New | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,637 | 22 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,057 | 17 | 0.0% | 0.0% | 87 | -11,262 | -61.48% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | Reduced | 6,472 | 16 | 0.0% | 0.0% | 88 | -600 | -8.48% | Q1 2026 | Apr 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,322 | 15 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STRS OHIO | History | No change | 6,300 | 15 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,674 | 14 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,584 | 11 | 0.0% | 0.0% | 92 | +1,269 | 38.28% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,200 | 7 | 0.0% | — | 93 | +3,005 | 1541.03% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,506 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 2,382 | 5 | 0.0% | 0.0% | 96 | +504 | 26.84% | Q1 2026 | May 21, 2026 |
| Legal & General Group Plc | History | No change | 2,331 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | No change | 1,593 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,000 | 2 | 0.0% | — | 101 | +1,000 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 846 | 2 | 0.0% | 0.0% | 99 | -627 | -42.57% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 950 | 2 | 0.0% | 0.0% | 98 | +202 | 27.01% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 2 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 478 | 1 | 0.0% | 0.0% | 105 | -471 | -49.63% | Q1 2026 | Apr 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 476 | 1 | 0.0% | 0.0% | 103 | -281 | -37.12% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 624 | 1 | 0.0% | 0.0% | 104 | -136 | -17.89% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 335 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -579,606 | -100.0% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -299,047 | -100.0% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -173,756 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -102,553 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,644 | -100.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,734 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,979 | -100.0% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -33,302 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -30,578 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -23,612 | -100.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -20,798 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,353 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,883 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,561 | -100.0% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,651 | -100.0% | Q1 2026 | May 08, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,060 | -100.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,882 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,671 | -100.0% | Q1 2026 | Jun 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,570 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 133 | 0 | — | 0.0% | — | -1,306 | -90.76% | Q1 2026 | Apr 23, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -803 | -100.0% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 369 | 0 | — | 0.0% | — | -441 | -54.44% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 335 | 0 | — | — | — | +335 | New | Q1 2026 | May 01, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 249 | 0 | — | — | — | +248 | 24800.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 374 | 0 | — | — | — | +190 | 103.26% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -82 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | New | 77 | 0 | — | — | — | +77 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 51 | 0 | — | — | — | -67 | -56.78% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | New | 64 | 0 | — | — | — | +64 | New | Q1 2026 | Apr 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 75 | 0 | — | — | — | +35 | 87.5% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 49 | 0 | — | — | — | +8 | 19.51% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |