DMC Global Inc. - BOOM
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 | 1,382,978 | 9,252 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,416,998 | 7,382 | 0.0% | 0.0% | 2 | -21,819 | -1.52% | Q1 2026 | May 13, 2026 |
| STEEL PARTNERS HOLDINGS L.P. | History | Reduced | 1,194,441 | 6,223 | 6.46% | 10.55% | 3 | -778,598 | -39.46% | Q1 2026 | May 15, 2026 |
| GENDELL JEFFREY L | History | Added to | 1,002,790 | 5,224 | 0.07% | 0.1% | 4 | +100,484 | 11.14% | Q1 2026 | May 15, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 804,618 | 4,192 | 0.91% | 0.94% | 5 | +161,482 | 25.11% | Q1 2026 | May 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 787,570 | 4,103 | 0.0% | — | 6 | +787,570 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 784,693 | 4,088 | 0.0% | 0.0% | 7 | -257 | -0.03% | Q1 2026 | May 15, 2026 |
| COOKE & BIELER LP | History | Reduced | 747,692 | 3,895 | 0.04% | 0.14% | 8 | -1,240,575 | -62.39% | Q1 2026 | May 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 651,838 | 3,395 | 0.0% | 0.0% | 9 | -3,298 | -0.5% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 535,920 | 2,792 | 0.0% | 0.01% | 10 | +1,861 | 0.35% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 519,209 | 2,705 | 0.0% | 0.0% | 11 | +231,372 | 80.38% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 514,718 | 2,681 | 0.0% | — | 12 | +514,718 | New | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 464,345 | 2,419 | 0.0% | 0.0% | 13 | +6,009 | 1.31% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 416,086 | 2,167 | 0.0% | 0.0% | 14 | +2,694 | 0.65% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 345,852 | 1,801 | 0.0% | 0.01% | 15 | -254,777 | -42.42% | Q1 2026 | May 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 332,985 | 1,737 | 0.23% | 0.27% | 16 | +36,075 | 12.15% | Q1 2026 | Apr 27, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 300,162 | 1,563 | 0.03% | 0.04% | 17 | +6,881 | 2.35% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 247,406 | 1,288 | 0.0% | 0.0% | 18 | +59,709 | 31.81% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 231,752 | 1,207 | 0.0% | 0.0% | 19 | +89,231 | 62.61% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 181,970 | 948 | 0.0% | 0.0% | 20 | -166,060 | -47.71% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 158,816 | 827 | 0.0% | 0.0% | 21 | +10,054 | 6.76% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 148,084 | 772 | 0.05% | 0.03% | 22 | +92,415 | 166.01% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 147,671 | 769 | 0.0% | 0.0% | 23 | -6,904 | -4.47% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 142,984 | 744 | 0.0% | 0.0% | 24 | -14,740 | -9.35% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 141,696 | 738 | 0.0% | 0.0% | 25 | -37,783 | -21.05% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 134,968 | 703 | 0.0% | 0.0% | 26 | +10,249 | 8.22% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Reduced | 118,865 | 619 | 0.0% | 0.02% | 27 | -18,119 | -13.23% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 115,994 | 604 | 0.0% | 0.0% | 28 | +44,467 | 62.17% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 111,306 | 579 | 0.0% | — | 29 | +111,306 | New | Q1 2026 | May 08, 2026 |
| Villanova Investment Management Co LLC | History | Reduced | 110,458 | 575 | 0.59% | 0.87% | 30 | -74,335 | -40.23% | Q1 2026 | May 08, 2026 |
| WINTON GROUP Ltd | History | Added to | 107,579 | 560 | 0.02% | 0.01% | 31 | +60,454 | 128.28% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | Added to | 105,800 | 551 | 0.0% | 0.0% | 32 | +18,100 | 20.64% | Q1 2026 | Apr 24, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 103,837 | 537 | 0.0% | 0.0% | 33 | +90,843 | 699.11% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | New | 100,200 | 522 | 0.0% | — | 34 | +100,200 | New | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 90,540 | 471 | 0.0% | 0.0% | 35 | +11,669 | 14.8% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 85,538 | 445 | 0.0% | 0.0% | 36 | +2,596 | 3.13% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 82,496 | 429 | 0.0% | 0.01% | 37 | -56,634 | -40.71% | Q1 2026 | May 14, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 77,620 | 404 | 0.25% | 0.38% | 38 | -23,470 | -23.22% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Reduced | 1,354 | 371 | 0.0% | 0.0% | 39 | -68,646 | -98.07% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 69,715 | 363 | 0.0% | 0.0% | 40 | -3,226 | -4.42% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 65,706 | 342 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 59,571 | 310 | 0.02% | 0.02% | 42 | +17,400 | 41.26% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 57,889 | 301 | 0.0% | 0.0% | 43 | +494 | 0.86% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 56,929 | 296 | 0.0% | 0.0% | 44 | -13,343 | -18.99% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 52,849 | 276 | 0.0% | 0.0% | 45 | +11,122 | 26.65% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 53,120 | 276 | 0.0% | 0.0% | 46 | +2,337 | 4.6% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 51,114 | 266 | 0.0% | 0.0% | 47 | +27,278 | 114.44% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 32,770 | 219 | 0.0% | 0.0% | 48 | -930 | -2.76% | Q1 2026 | May 15, 2026 |
| Olympiad Research LP | History | No change | 38,314 | 199 | 0.61% | 0.68% | 49 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | New | 36,420 | 190 | 0.0% | — | 50 | +36,420 | New | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 32,227 | 167 | 0.0% | 0.0% | 51 | -14,322 | -30.77% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 30,775 | 160 | 0.0% | 0.0% | 52 | -12,737 | -29.27% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 27,000 | 140 | 0.0% | — | 53 | +27,000 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 25,200 | 131 | 0.0% | — | 54 | +25,200 | New | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 25,146 | 131 | 0.0% | — | 55 | +25,146 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 24,994 | 130 | 0.0% | 0.0% | 56 | -2,117 | -7.81% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | New | 24,918 | 129 | 0.0% | — | 57 | +24,918 | New | Q1 2026 | May 14, 2026 |
| Lakewood Asset Management LLC | History | Added to | 23,912 | 124 | 0.08% | 0.09% | 58 | +497 | 2.12% | Q1 2026 | Apr 22, 2026 |
| XTX Topco Ltd | History | New | 22,686 | 118 | 0.0% | — | 59 | +22,686 | New | Q1 2026 | May 15, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Reduced | 21,630 | 112 | 0.02% | 0.08% | 60 | -58,920 | -73.15% | Q1 2026 | May 14, 2026 |
| Orchard Capital Management, LLC | History | No change | 21,152 | 110 | 0.11% | 0.12% | 61 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | New | 20,899 | 109 | 0.0% | — | 62 | +20,899 | New | Q1 2026 | May 14, 2026 |
| Kerrisdale Advisers, LLC | History | No change | 20,492 | 106 | 0.04% | 0.06% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 19,973 | 104 | 0.0% | — | 65 | +19,973 | New | Q1 2026 | May 13, 2026 |
| JBF Capital, Inc. | History | No change | 20,000 | 104 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 18,745 | 97 | 0.0% | — | 67 | +18,745 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,641 | 97 | 0.0% | 0.0% | 66 | +1,623 | 9.54% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 18,383 | 95 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Added to | 18,154 | 94 | 0.01% | 0.01% | 69 | +7,160 | 65.13% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 17,764 | 92 | 0.0% | — | 70 | +17,764 | New | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 15,980 | 83 | 0.04% | 0.03% | 71 | +1 | 0.01% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,571 | 75 | 0.0% | 0.0% | 72 | -42,465 | -74.45% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 14,279 | 74 | 0.0% | — | 73 | +14,279 | New | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | New | 13,234 | 68 | 0.0% | — | 75 | +13,234 | New | Q1 2026 | May 15, 2026 |
| Yakira Capital Management, Inc. | History | Reduced | 13,200 | 68 | 0.02% | 0.04% | 74 | -6,500 | -32.99% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 10,122 | 67 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,584 | 64 | 0.0% | — | 77 | +11,584 | New | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,948 | 62 | 0.0% | 0.0% | 78 | +532 | 4.66% | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 11,000 | 57 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 10,073 | 52 | 0.0% | 0.0% | 80 | -26,891 | -72.75% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,253 | 48 | 0.0% | 0.0% | 81 | +226 | 2.5% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,047 | 40 | 0.0% | 0.0% | 82 | -94,278 | -92.14% | Q1 2026 | May 13, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 7,708 | 40 | 0.03% | 0.03% | 83 | -452 | -5.54% | Q1 2026 | Apr 24, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,171 | 37 | 0.0% | — | 84 | +7,171 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,965 | 36 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,544 | 34 | 0.0% | 0.0% | 86 | +1,631 | 33.2% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,555 | 34 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LOM Asset Management Ltd | History | No change | 4,300 | 22 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,170 | 21 | 0.0% | 0.0% | 89 | -8,066 | -65.92% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 4,109 | 21 | 0.0% | 0.0% | 90 | +2,495 | 154.58% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 3,801 | 19 | 0.0% | 0.0% | 91 | -17,576 | -82.22% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,930 | 15 | 0.0% | 0.0% | 92 | +1,256 | 75.03% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,256 | 11 | 0.0% | 0.0% | 94 | -26,491 | -92.15% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,115 | 11 | 0.0% | 0.0% | 93 | -1,897 | -47.28% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,926 | 10 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,652 | 8 | 0.0% | 0.0% | 96 | -151 | -8.37% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | New | 1,509 | 7 | 0.0% | — | 98 | +1,509 | New | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,365 | 7 | 0.0% | 0.0% | 97 | -914 | -40.11% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | Reduced | 1,173 | 6 | 0.0% | 0.0% | 99 | -302 | -20.47% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,048 | 5 | 0.0% | 0.0% | 100 | -143 | -12.01% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 937 | 4 | 0.0% | 0.0% | 101 | -6,451 | -87.32% | Q1 2026 | May 11, 2026 |
| Hurley Capital, LLC | History | No change | 603 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 475 | 2 | 0.0% | 0.0% | 104 | -471 | -49.79% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 409 | 2 | 0.0% | — | 103 | +364 | 808.89% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 158 | 1 | 0.0% | 0.0% | 106 | -509 | -76.31% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | New | 229 | 1 | 0.0% | — | 110 | +229 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 258 | 1 | 0.0% | — | 109 | +219 | 561.54% | Q1 2026 | May 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 359 | 1 | 0.0% | 0.0% | 108 | +60 | 20.07% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 194 | 1 | 0.0% | 0.0% | 107 | -5 | -2.51% | Q1 2026 | May 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 272 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -69,753 | -100.0% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -52,380 | -100.0% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -52,380 | -100.0% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -49,077 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,090 | -100.0% | Q1 2026 | May 08, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,078 | -100.0% | Q1 2026 | May 11, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,321 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,245 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,486 | -100.0% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 14, 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% | — | -609 | -100.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -553 | -95.67% | Q1 2026 | Apr 06, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -260 | -95.59% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 112 | 0 | — | — | — | +94 | 522.22% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 58 | 0 | — | — | — | +58 | New | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 55 | 0 | — | — | — | +53 | 2650.0% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 57 | 0 | — | — | — | +33 | 137.5% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 18 | 0 | — | — | — | -32 | -64.0% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 42 | 0 | — | — | — | +14 | 50.0% | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |