Black Rock Coffee Bar, Inc. - BRCB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 2,038,779 | 26,341 | 0.0% | 0.0% | 1 | +457,753 | 28.95% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,816,172 | 23,464 | 0.0% | 0.0% | 2 | +522,370 | 40.37% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 886,463 | 19,723 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,161,703 | 15,009 | 0.0% | 0.0% | 4 | +387,553 | 50.06% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 1,061,179 | 13,710 | 0.0% | 0.0% | 5 | +149,118 | 16.35% | Q1 2026 | May 13, 2026 |
| Woodline Partners LP | History | Added to | 955,820 | 12,349 | 0.05% | 0.05% | 6 | +321,373 | 50.65% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 755,707 | 9,763 | 0.01% | 0.03% | 7 | -254,464 | -25.19% | Q1 2026 | May 15, 2026 |
| EMERALD ADVISERS, LLC | History | Added to | 749,626 | 9,685 | 0.31% | 0.42% | 8 | +137,133 | 22.39% | Q1 2026 | May 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 679,970 | 8,785 | 0.0% | — | 9 | +679,970 | New | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 661,734 | 8,549 | 0.0% | 0.01% | 10 | -443,586 | -40.13% | Q1 2026 | May 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 602,893 | 7,789 | 0.09% | 0.23% | 11 | -373,411 | -38.25% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 583,806 | 7,542 | 0.01% | 0.0% | 12 | +218,692 | 59.9% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 553,553 | 7,151 | 0.0% | 0.0% | 13 | +17,570 | 3.28% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 572,450 | 7,028 | 0.0% | 0.0% | 14 | -26,244 | -4.38% | Q1 2026 | May 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Added to | 453,734 | 5,862 | 0.28% | 0.38% | 15 | +101,945 | 28.98% | Q1 2026 | May 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 379,678 | 4,906 | 0.0% | 0.0% | 16 | -2,999 | -0.78% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 378,389 | 4,888 | 0.0% | 0.0% | 17 | +10,456 | 2.84% | Q1 2026 | May 15, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | New | 365,600 | 4,723 | 0.14% | — | 18 | +365,600 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 356,785 | 4,609 | 0.0% | 0.0% | 19 | +194,538 | 119.9% | Q1 2026 | May 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 331,702 | 4,285 | 0.16% | 0.19% | 20 | +59,712 | 21.95% | Q1 2026 | Apr 23, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 322,760 | 4,170 | 0.05% | 0.09% | 21 | -15,490 | -4.58% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 311,637 | 4,026 | 0.0% | 0.0% | 22 | +35,340 | 12.79% | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 304,890 | 3,939 | 0.1% | 0.11% | 23 | +78,589 | 34.73% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 296,676 | 3,833 | 0.0% | 0.0% | 24 | +286,676 | 2866.76% | Q1 2026 | May 15, 2026 |
| Ophir Asset Management Pty Ltd | History | No change | 274,688 | 3,548 | 0.41% | 0.69% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARES MANAGEMENT LLC | History | No change | 250,676 | 3,238 | 0.21% | 0.32% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 238,321 | 3,079 | 0.0% | 0.0% | 27 | -243,727 | -50.56% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 210,909 | 2,724 | 0.02% | — | 28 | +210,909 | New | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 207,600 | 2,682 | 0.0% | 0.0% | 29 | +133,296 | 179.39% | Q1 2026 | May 14, 2026 |
| Shellback Capital, LP | History | Reduced | 190,000 | 2,454 | 0.35% | 0.49% | 30 | -40,000 | -17.39% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 162,534 | 2,099 | 0.0% | 0.0% | 31 | +158,199 | 3649.34% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 170,989 | 2,096 | 0.0% | 0.0% | 32 | +85,446 | 99.89% | Q1 2026 | May 13, 2026 |
| NORGES BANK | History | No change | 85,000 | 1,891 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 143,896 | 1,859 | 0.0% | 0.0% | 34 | +2,631 | 1.86% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 141,959 | 1,834 | 0.0% | 0.0% | 35 | -1,671 | -1.16% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 138,900 | 1,794 | 0.02% | — | 36 | +138,900 | New | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 125,075 | 1,615 | 0.0% | 0.0% | 37 | +6,756 | 5.71% | Q1 2026 | May 14, 2026 |
| Burkehill Global Management, LP | History | No change | 125,000 | 1,615 | 0.08% | 0.18% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ghisallo Capital Management LLC | History | No change | 110,000 | 1,421 | 0.04% | 0.11% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 109,369 | 1,413 | 0.0% | — | 40 | +109,369 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 100,225 | 1,294 | 0.0% | — | 41 | +100,225 | New | Q1 2026 | May 08, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 100,000 | 1,292 | 0.09% | 0.17% | 42 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 94,386 | 1,219 | 0.0% | — | 43 | +94,386 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 79,794 | 1,030 | 0.0% | — | 44 | +79,794 | New | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | New | 72,694 | 939 | 0.25% | — | 45 | +72,694 | New | Q1 2026 | May 12, 2026 |
| Longaeva Partners L.P. | History | Added to | 71,547 | 924 | 0.03% | 0.06% | 46 | +40,030 | 127.01% | Q1 2026 | May 15, 2026 |
| CWC Advisors, LLC. | History | Added to | 68,391 | 883 | 0.42% | 0.3% | 47 | +40,491 | 145.13% | Q1 2026 | Apr 16, 2026 |
| XTX Topco Ltd | History | New | 67,801 | 875 | 0.02% | — | 48 | +67,801 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 62,607 | 808 | 0.0% | 0.0% | 49 | +23,040 | 58.23% | Q1 2026 | May 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 60,000 | 775 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 59,004 | 762 | 0.0% | 0.0% | 51 | +51,523 | 688.72% | Q1 2026 | May 05, 2026 |
| Sandia Investment Management LP | History | No change | 20,000 | 445 | 1.11% | 1.11% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 27,239 | 351 | 0.0% | 0.0% | 53 | +7,614 | 38.8% | Q1 2026 | Apr 30, 2026 |
| Magnetar Financial LLC | History | New | 25,970 | 335 | 0.0% | — | 54 | +25,970 | New | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 25,266 | 326 | 0.0% | 0.0% | 55 | -3,430 | -11.95% | Q1 2026 | May 11, 2026 |
| Engineers Gate Manager LP | History | Reduced | 22,029 | 284 | 0.0% | 0.01% | 56 | -3,164 | -12.56% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 21,818 | 281 | 0.0% | — | 57 | +21,818 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 21,397 | 276 | 0.0% | — | 58 | +21,397 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 20,793 | 268 | 0.0% | — | 59 | +20,793 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 15,323 | 197 | 0.0% | 0.0% | 60 | +5,451 | 55.22% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 14,574 | 188 | 0.0% | — | 61 | +14,574 | New | Q1 2026 | May 08, 2026 |
| AXQ CAPITAL, LP | History | New | 14,278 | 184 | 0.02% | — | 62 | +14,278 | New | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 14,089 | 182 | 0.0% | 0.0% | 63 | +901 | 6.83% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,291 | 171 | 0.0% | 0.0% | 64 | +1,954 | 17.24% | Q1 2026 | May 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 12,960 | 167 | 0.03% | — | 65 | +12,960 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,649 | 150 | 0.0% | — | 66 | +11,649 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,421 | 148 | 0.0% | 0.0% | 67 | +1,994 | 21.15% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 11,022 | 142 | 0.0% | 0.0% | 68 | -829,895 | -98.69% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 10,902 | 140 | 0.0% | 0.0% | 69 | -10,770 | -49.7% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 10,488 | 135 | 0.0% | — | 70 | +10,488 | New | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 10,300 | 133 | 0.0% | 0.0% | 71 | +300 | 3.0% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,469 | 122 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,219 | 106 | 0.0% | 0.0% | 73 | +4,243 | 106.72% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,873 | 101 | 0.0% | 0.0% | 74 | +232 | 3.04% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,656 | 85 | 0.0% | — | 75 | +6,656 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 5,200 | 67 | 0.0% | — | 76 | +5,200 | New | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | New | 4,354 | 56 | 0.0% | — | 78 | +4,354 | New | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,409 | 56 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | Reduced | 4,272 | 55 | 0.0% | 0.01% | 79 | -6,779 | -61.34% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 4,020 | 51 | 0.0% | 0.0% | 80 | +271 | 7.23% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,698 | 47 | 0.0% | 0.0% | 81 | +3,263 | 750.11% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 3,310 | 42 | 0.0% | 0.0% | 82 | -22,457 | -87.15% | Q1 2026 | May 14, 2026 |
| Roxbury Financial LLC | History | Reduced | 1,719 | 22 | 0.02% | 0.03% | 83 | -51 | -2.88% | Q1 2026 | Apr 17, 2026 |
| Legal & General Group Plc | History | Reduced | 1,466 | 18 | 0.0% | 0.0% | 84 | -154 | -9.51% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,390 | 17 | 0.0% | 0.0% | 86 | +93 | 7.17% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,330 | 17 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,174 | 14 | 0.0% | 0.0% | 87 | -1,317 | -52.87% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 947 | 12 | 0.0% | 0.0% | 88 | -61 | -6.05% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 858 | 11 | 0.0% | 0.0% | 89 | +487 | 131.27% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 710 | 9 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 625 | 8 | 0.0% | 0.0% | 91 | -45,939 | -98.66% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 581 | 7 | 0.0% | — | 92 | +581 | New | Q1 2026 | Jun 02, 2026 |
| Essential Partners LLC | History | New | 347 | 4 | 0.0% | — | 95 | +347 | New | Q1 2026 | May 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 321 | 4 | 0.0% | 0.0% | 94 | -122 | -27.54% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 192 | 4 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | Added to | 259 | 3 | 0.0% | 0.0% | 96 | +128 | 97.71% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 204 | 2 | 0.0% | — | 97 | +204 | New | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | New | 191 | 2 | 0.0% | — | 98 | +191 | New | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | New | 175 | 2 | 0.0% | — | 99 | +175 | New | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 154 | 1 | 0.0% | — | 103 | +154 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 100 | 1 | 0.0% | — | 104 | +100 | New | Q1 2026 | May 19, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 88 | 1 | 0.0% | — | 102 | +88 | New | Q1 2026 | May 07, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 98 | 1 | 0.0% | 0.0% | 101 | -53 | -35.1% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -943,524 | -100.0% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -335,369 | -100.0% | Q1 2026 | May 15, 2026 |
| Ratan Capital Management LP | History | Closed out | 0 | 0 | — | 1.96% | — | -320,000 | -100.0% | Q1 2026 | May 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -290,760 | -100.0% | Q1 2026 | May 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -283,009 | -100.0% | Q1 2026 | May 15, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -161,601 | -100.0% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -125,000 | -100.0% | Q1 2026 | May 11, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -85,243 | -100.0% | Q1 2026 | May 14, 2026 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.1% | — | -85,177 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -75,000 | -100.0% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Closed out | 0 | 0 | — | 0.01% | — | -50,910 | -100.0% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,855 | -100.0% | Q1 2026 | May 14, 2026 |
| Lykos Global Management, LP | History | Closed out | 0 | 0 | — | 0.39% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,176 | -100.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,097 | -100.0% | Q1 2026 | May 15, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -13,551 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,743 | -100.0% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,900 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -503 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -343 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | New | 54 | 0 | — | — | — | +54 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 44 | 0 | — | — | — | +44 | New | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 13, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |