Ceribell, Inc. - CBLL
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 | 4,850,431 | 88,908 | 0.0% | 0.0% | 1 | +921,765 | 23.46% | Q1 2026 | May 15, 2026 |
| TPG GP A, LLC | History | No change | 3,967,422 | 72,722 | 1.98% | 3.24% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Red Tree Management, LLC | History | No change | 2,205,661 | 40,429 | 36.15% | 44.37% | 3 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Reduced | 1,813,155 | 33,235 | 0.0% | 0.0% | 4 | -35,255 | -1.91% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,507,909 | 33,068 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KCM Capital Inc | History | Added to | 1,400,000 | 25,662 | 4.13% | 4.19% | 6 | +400,000 | 40.0% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,160,767 | 21,276 | 0.0% | 0.0% | 7 | -61,160 | -5.01% | Q1 2026 | May 05, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,137,132 | 20,843 | 0.0% | — | 8 | +1,137,132 | New | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 939,464 | 17,220 | 0.03% | 0.03% | 9 | +152,713 | 19.41% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 809,514 | 14,838 | 0.0% | 0.0% | 10 | +286,160 | 54.68% | Q1 2026 | May 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 756,751 | 13,871 | 0.02% | 0.02% | 11 | +256,751 | 51.35% | Q1 2026 | May 15, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 716,468 | 13,132 | 0.22% | 0.26% | 12 | -71,458 | -9.07% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 611,977 | 11,220 | 0.0% | 0.0% | 13 | +2,724 | 0.45% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 552,021 | 10,118 | 0.0% | 0.0% | 14 | +353,320 | 177.81% | Q1 2026 | May 15, 2026 |
| Yu Fan | History | No change | 549,448 | 10,071 | 10.38% | 13.06% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 525,432 | 9,631 | 0.0% | 0.0% | 16 | +53,530 | 11.34% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 515,720 | 9,453 | 0.09% | 0.12% | 17 | -17,580 | -3.3% | Q1 2026 | May 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 508,490 | 9,320 | 0.0% | 0.0% | 18 | +34 | 0.01% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 489,742 | 8,976 | 0.06% | 0.08% | 19 | -52,534 | -9.69% | Q1 2026 | May 15, 2026 |
| ABG-WTT Global Life Science Capital Partners GP Ltd | History | No change | 441,820 | 8,098 | 65.87% | 64.38% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 411,031 | 7,534 | 0.0% | 0.0% | 21 | +86,115 | 26.5% | Q1 2026 | May 15, 2026 |
| Redmile Group, LLC | History | Reduced | 386,786 | 7,089 | 0.47% | 0.7% | 22 | -48,453 | -11.13% | Q1 2026 | May 15, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 348,219 | 6,382 | 0.24% | 0.24% | 23 | -14,840 | -4.09% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 326,032 | 5,976 | 0.0% | 0.01% | 24 | -17,608 | -5.12% | Q1 2026 | May 15, 2026 |
| Creek Drive Management Group LLC | History | Added to | 323,000 | 5,920 | 1.35% | 3.16% | 25 | +129,045 | 66.53% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 319,837 | 5,862 | 0.0% | 0.0% | 26 | +42,340 | 15.26% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 288,114 | 5,281 | 0.0% | 0.0% | 27 | +95,604 | 49.66% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 235,900 | 5,173 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 287,206 | 5,100 | 0.0% | 0.0% | 29 | -100,813 | -25.98% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 230,918 | 4,232 | 0.0% | 0.0% | 30 | +21,250 | 10.14% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 214,201 | 3,926 | 0.0% | — | 31 | +214,201 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 190,711 | 3,495 | 0.0% | 0.0% | 32 | +8,426 | 4.62% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 189,482 | 3,473 | 0.0% | 0.0% | 33 | -1,079 | -0.57% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 163,066 | 2,989 | 0.0% | — | 34 | +163,066 | New | Q1 2026 | May 08, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 159,597 | 2,925 | 0.01% | 0.01% | 35 | -6,463 | -3.89% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 140,347 | 2,572 | 0.0% | 0.01% | 36 | +4,119 | 3.02% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 135,423 | 2,482 | 0.01% | 0.02% | 37 | -120,161 | -47.01% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 105,973 | 1,942 | 0.0% | 0.0% | 38 | -117,508 | -52.58% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 88,502 | 1,622 | 0.0% | 0.0% | 39 | +3,320 | 3.9% | Q1 2026 | May 06, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 88,354 | 1,619 | 0.08% | 0.1% | 40 | -3,777 | -4.1% | Q1 2026 | May 04, 2026 |
| F/m Investments LLC | History | Reduced | 88,354 | 1,619 | 0.11% | 0.08% | 41 | -3,777 | -4.1% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 84,721 | 1,552 | 0.0% | — | 42 | +84,721 | New | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 83,126 | 1,523 | 0.0% | — | 43 | +83,126 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 77,733 | 1,424 | 0.0% | — | 44 | +77,733 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 61,545 | 1,349 | 0.0% | 0.0% | 45 | -5,789 | -8.6% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 70,300 | 1,288 | 0.02% | 0.03% | 46 | -24,251 | -25.65% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | New | 69,052 | 1,265 | 0.13% | — | 47 | +69,052 | New | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Added to | 61,038 | 1,118 | 0.02% | 0.0% | 48 | +51,118 | 515.3% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 54,874 | 1,005 | 0.0% | 0.0% | 49 | +311 | 0.57% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 52,788 | 967 | 0.0% | 0.0% | 50 | +27,395 | 107.88% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | No change | 52,725 | 966 | 0.06% | 0.07% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 50,360 | 923 | 0.0% | 0.0% | 52 | +1,125 | 2.28% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 42,956 | 787 | 0.0% | — | 54 | +42,956 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 42,971 | 787 | 0.0% | 0.0% | 53 | +8,190 | 23.55% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 42,546 | 779 | 0.0% | 0.0% | 55 | +41,501 | 3971.39% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,824 | 711 | 0.0% | 0.0% | 56 | +28,915 | 291.81% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 36,822 | 674 | 0.0% | 0.0% | 57 | -48,590 | -56.89% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | New | 31,777 | 582 | 0.01% | — | 58 | +31,777 | New | Q1 2026 | May 15, 2026 |
| FORMULA GROWTH LTD | History | New | 31,000 | 568 | 0.26% | — | 59 | +31,000 | New | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 30,790 | 564 | 0.0% | 0.0% | 60 | +330 | 1.08% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 28,486 | 522 | 0.0% | 0.0% | 61 | +3,477 | 13.9% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 28,050 | 514 | 0.03% | — | 62 | +28,050 | New | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 27,433 | 502 | 0.0% | 0.0% | 63 | -18,430 | -40.18% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 23,180 | 424 | 0.0% | 0.0% | 64 | +9,696 | 71.91% | Q1 2026 | May 04, 2026 |
| Mission Creek Capital Partners, Inc. | History | New | 23,116 | 423 | 0.08% | — | 65 | +23,116 | New | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Added to | 22,716 | 416 | 0.0% | 0.0% | 66 | +10,824 | 91.02% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | Added to | 22,163 | 406 | 0.04% | 0.05% | 67 | +136 | 0.62% | Q1 2026 | Apr 20, 2026 |
| Gryphon Financial Partners LLC | History | No change | 20,063 | 367 | 0.04% | 0.05% | 68 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 18,625 | 341 | 0.01% | — | 69 | +18,625 | New | Q1 2026 | Apr 27, 2026 |
| Invesco Ltd. | History | Added to | 18,511 | 339 | 0.0% | 0.0% | 70 | +6,474 | 53.78% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 18,231 | 335 | 0.0% | 0.0% | 71 | +3,180 | 21.13% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 16,412 | 300 | 0.0% | — | 72 | +16,412 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,365 | 281 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 14,410 | 264 | 0.0% | 0.01% | 74 | -3,727 | -20.55% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 14,204 | 260 | 0.0% | — | 75 | +14,204 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,809 | 234 | 0.0% | 0.0% | 76 | +440 | 3.56% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 11,371 | 208 | 0.0% | — | 77 | +11,371 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 10,897 | 200 | 0.0% | 0.0% | 78 | -4,691 | -30.09% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 10,609 | 194 | 0.0% | 0.0% | 79 | +101 | 0.96% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,071 | 184 | 0.0% | 0.0% | 80 | -19,284 | -65.69% | Q1 2026 | May 11, 2026 |
| Quantbot Technologies LP | History | Reduced | 8,078 | 148 | 0.01% | 0.04% | 81 | -40,498 | -83.37% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,933 | 145 | 0.0% | — | 82 | +7,933 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 7,876 | 144 | 0.0% | 0.0% | 83 | +1,697 | 27.46% | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | Reduced | 7,377 | 135 | 0.01% | 0.02% | 84 | -283 | -3.69% | Q1 2026 | Apr 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,600 | 120 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 4,526 | 82 | 0.0% | 0.0% | 86 | +2,685 | 145.84% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | New | 3,357 | 61 | 0.01% | — | 87 | +3,357 | New | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 2,458 | 45 | 0.0% | 0.0% | 88 | -359 | -12.74% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,213 | 40 | 0.0% | 0.0% | 89 | -705 | -24.16% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,136 | 39 | 0.0% | 0.0% | 90 | -735 | -25.6% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,104 | 38 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,027 | 37 | 0.0% | 0.0% | 92 | +395 | 24.2% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | New | 1,500 | 27 | 0.0% | — | 94 | +1,500 | New | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,500 | 27 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,443 | 26 | 0.0% | 0.0% | 95 | -198 | -12.07% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 905 | 16 | 0.0% | 0.0% | 96 | +305 | 50.83% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 718 | 13 | 0.0% | 0.0% | 97 | -65 | -8.3% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Reduced | 509 | 9 | 0.0% | 0.0% | 98 | -16 | -3.05% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 413 | 7 | 0.0% | 0.0% | 99 | +94 | 29.47% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 267 | 4 | 0.0% | — | 104 | +267 | New | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | Added to | 245 | 4 | 0.0% | 0.0% | 103 | +164 | 202.47% | Q1 2026 | May 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 272 | 4 | 0.0% | 0.0% | 102 | -130 | -32.34% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 236 | 4 | 0.0% | 0.0% | 100 | +11 | 4.89% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 199 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 215 | 3 | 0.0% | — | 108 | +215 | New | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 211 | 3 | 0.0% | 0.0% | 106 | +109 | 106.86% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | No change | 171 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 118 | 2 | 0.0% | — | 111 | +118 | New | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 142 | 2 | 0.0% | 0.0% | 109 | +20 | 16.39% | Q1 2026 | Apr 13, 2026 |
| ORG Partners LLC | History | No change | 107 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 107 | 1 | 0.0% | — | 115 | +107 | New | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 83 | 1 | 0.0% | — | 113 | +69 | 492.86% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 101 | 1 | 0.0% | 0.0% | 114 | +18 | 21.69% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Divisadero Street Capital Management, LP | History | Closed out | 0 | 0 | — | 0.19% | — | -188,506 | -100.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -47,527 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,061 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,296 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -38,846 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,988 | -100.0% | Q1 2026 | May 13, 2026 |
| Eversept Partners, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -17,094 | -100.0% | Q1 2026 | May 15, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -12,838 | -100.0% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,849 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,619 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 54 | 0 | — | 0.03% | — | -5,424 | -99.01% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -837 | -100.0% | Q1 2026 | May 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 44 | 0 | — | — | — | +18 | 69.23% | Q1 2026 | May 07, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 33 | 0 | — | — | — | +10 | 43.48% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14 | 0 | — | — | — | +9 | 180.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 52 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |