Bankwell Financial Group, Inc. - BWFG
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 | No change | 493,180 | 28,974 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 326,686 | 21,169 | 0.0% | 0.0% | 2 | -3,061 | -0.93% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 277,398 | 16,297 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 232,761 | 13,666 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 167,476 | 9,841 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 166,709 | 9,794 | 1.78% | 1.78% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 158,198 | 9,294 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 146,182 | 8,588 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 118,419 | 6,957 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 116,138 | 6,823 | 1.65% | 1.65% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 111,000 | 6,521 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 108,960 | 6,401 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 94,520 | 5,553 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 93,748 | 5,507 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 90,423 | 5,312 | 0.88% | 0.88% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 87,538 | 5,142 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 80,322 | 4,718 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 74,260 | 4,362 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 73,456 | 4,315 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 69,593 | 4,089 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 53,793 | 3,160 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 46,465 | 2,729 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 40,981 | 2,407 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 33,677 | 2,182 | 0.0% | 0.0% | 24 | -33,672 | -50.0% | Q3 2026 | Nov 02, 2026 |
| Empowered Funds, LLC | History | No change | 32,191 | 1,891 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 31,421 | 1,845 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 30,321 | 1,781 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 28,856 | 1,695 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Informed Momentum Co LLC | History | No change | 26,981 | 1,585 | 0.14% | 0.14% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 26,901 | 1,580 | 0.69% | 0.69% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 24,967 | 1,493 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 24,902 | 1,462 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 22,202 | 1,438 | 0.0% | 0.0% | 33 | -1,244 | -5.31% | Q3 2026 | Nov 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 28,681 | 1,391 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 23,124 | 1,358 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 22,223 | 1,305 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 21,835 | 1,282 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 21,323 | 1,252 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 19,818 | 1,164 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 18,894 | 1,110 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,598 | 1,033 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | New | 15,768 | 1,021 | 0.57% | — | 42 | +15,768 | New | Q3 2026 | Oct 19, 2026 |
| CITADEL ADVISORS LLC | History | No change | 16,052 | 943 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 15,237 | 895 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 14,940 | 877 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 14,102 | 828 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 10,358 | 608 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 10,167 | 597 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bridge City Capital, LLC | History | No change | 9,130 | 591 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 9,359 | 554 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sierra Capital LLC | History | No change | 9,402 | 552 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | New | 8,500 | 550 | 0.0% | — | 52 | +8,500 | New | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 8,362 | 491 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 8,290 | 487 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 7,427 | 481 | 0.0% | 0.0% | 55 | +2,908 | 64.35% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 7,967 | 468 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 7,843 | 460 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 7,690 | 451 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 7,597 | 446 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 7,427 | 436 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,406 | 435 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,509 | 421 | 0.01% | — | 62 | +6,509 | New | Q3 2026 | Oct 16, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 6,911 | 406 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 6,576 | 386 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | New | 5,545 | 359 | 0.03% | — | 65 | +5,545 | New | Q3 2026 | Oct 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 5,922 | 347 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 5,820 | 341 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 5,644 | 331 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,634 | 330 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Daytona Street Capital LLC | History | No change | 5,000 | 329 | 0.23% | 0.21% | 70 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Point72 Asset Management, L.P. | History | No change | 5,355 | 314 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,174 | 303 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 5,112 | 301 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,025 | 295 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 5,000 | 293 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,573 | 268 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,500 | 264 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,942 | 255 | 0.0% | 0.0% | 78 | -1,017 | -20.51% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,317 | 254 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 3,708 | 240 | 0.01% | 0.01% | 80 | +12 | 0.32% | Q3 2026 | Oct 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,029 | 236 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 3,993 | 235 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDT Partners, LLC | History | No change | 4,000 | 235 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 3,850 | 226 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 3,578 | 210 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | No change | 3,590 | 210 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 3,545 | 208 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,351 | 196 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 3,000 | 194 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Key FInancial Inc | History | No change | 2,900 | 187 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,042 | 178 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 2,601 | 168 | 0.0% | 0.0% | 92 | -612 | -19.05% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,876 | 168 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,794 | 164 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 1,689 | 109 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,492 | 87 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 762 | 49 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 818 | 48 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 728 | 46 | 0.0% | 0.0% | 99 | +299 | 69.7% | Q3 2026 | Oct 15, 2026 |
| Legal & General Group Plc | History | No change | 637 | 37 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 557 | 32 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 458 | 30 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 253 | 14 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 247 | 14 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 145 | 9 | 0.0% | — | 105 | +133 | 1108.33% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 136 | 8 | 0.0% | 0.0% | 107 | +93 | 216.28% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 133 | 8 | 0.0% | 0.0% | 106 | +23 | 20.91% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | No change | 119 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| GAMMA Investing LLC | History | Added to | 69 | 4 | 0.0% | 0.0% | 111 | +6 | 9.52% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 85 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 84 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 48 | 3 | 0.0% | 0.0% | 113 | +17 | 54.84% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | No change | 53 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 46 | 2 | 0.0% | — | 117 | +46 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 39 | 2 | 0.0% | — | 118 | +39 | New | Q3 2026 | Oct 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 21 | 1 | 0.0% | 0.0% | 120 | -22 | -51.16% | Q3 2026 | Oct 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 17 | 1 | 0.0% | — | 122 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Optiver Holding B.V. | History | No change | 22 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 9 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,605 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 07, 2026 |
| SIGNATUREFD, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| True Wealth Design, LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q3 2026 | Oct 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |