Capital Bancorp Inc - CBNK
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 | 786,588 | 27,624 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 497,906 | 17,486 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 415,692 | 16,336 | 0.0% | 0.0% | 3 | +22,942 | 5.84% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 439,426 | 13,068 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 298,500 | 10,486 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 295,949 | 10,393 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 291,615 | 10,241 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 286,371 | 10,057 | 1.83% | 1.83% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 264,465 | 9,288 | 0.16% | 0.16% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 239,814 | 8,422 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Ategra Capital Management, LLC | History | No change | 231,256 | 8,121 | 3.65% | 3.65% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Asset Management, LP | History | Reduced | 181,901 | 7,150 | 3.11% | 2.63% | 12 | -5,958 | -3.17% | Q3 2026 | Nov 04, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 164,786 | 5,787 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 137,954 | 4,844 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 130,932 | 4,598 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 105,984 | 3,722 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 105,131 | 3,692 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 104,336 | 3,664 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 102,326 | 3,593 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 86,254 | 3,390 | 0.06% | 0.05% | 20 | -449 | -0.52% | Q3 2026 | Oct 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 94,690 | 3,325 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 92,982 | 3,265 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gator Capital Management, LLC | History | No change | 91,790 | 3,223 | 0.68% | 0.68% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 82,967 | 2,913 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 81,308 | 2,855 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 75,893 | 2,666 | 0.29% | 0.29% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANC FUNDS CO LLC | History | No change | 75,300 | 2,644 | 0.44% | 0.44% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 74,991 | 2,633 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 74,605 | 2,620 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 72,500 | 2,546 | 0.46% | 0.46% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 70,271 | 2,467 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 66,563 | 2,337 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 65,377 | 2,296 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 64,430 | 2,262 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 60,224 | 2,115 | 1.46% | 1.46% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kendall Capital Management | History | Reduced | 50,130 | 1,970 | 0.33% | 0.31% | 36 | -2,870 | -5.42% | Q3 2026 | Oct 23, 2026 |
| Man Group plc | History | No change | 56,017 | 1,967 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 50,184 | 1,762 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 47,921 | 1,682 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 46,032 | 1,616 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 40,990 | 1,611 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 43,050 | 1,511 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 37,803 | 1,486 | 0.06% | 0.07% | 43 | +316 | 0.84% | Q3 2026 | Oct 26, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 41,545 | 1,459 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 35,033 | 1,377 | 0.0% | 0.0% | 45 | +6,845 | 24.28% | Q3 2026 | Nov 02, 2026 |
| Trexquant Investment LP | History | No change | 34,467 | 1,210 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 32,623 | 1,145 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 31,079 | 1,091 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | Added to | 26,077 | 1,025 | 0.57% | 0.39% | 49 | +5,595 | 27.32% | Q3 2026 | Oct 19, 2026 |
| Numerai GP LLC | History | No change | 27,710 | 973 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Asset Management, LLC | History | No change | 26,576 | 933 | 0.56% | 0.56% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 25,486 | 895 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | New | 18,617 | 731 | 0.07% | — | 53 | +18,617 | New | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20,104 | 706 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 20,078 | 705 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 19,823 | 696 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 19,814 | 695 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 17,647 | 693 | 0.02% | — | 58 | +17,647 | New | Q3 2026 | Oct 16, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 17,573 | 617 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 17,304 | 607 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 16,500 | 579 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 15,322 | 538 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 15,045 | 527 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 14,247 | 500 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 14,188 | 498 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,923 | 474 | 0.0% | 0.0% | 66 | +469 | 4.09% | Q3 2026 | Nov 04, 2026 |
| Arcus Capital Partners, LLC | History | No change | 12,862 | 451 | 0.19% | 0.19% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,700 | 410 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Advisors LLC | History | No change | 11,517 | 404 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,939 | 384 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 10,669 | 374 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 10,627 | 373 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 10,500 | 369 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,076 | 353 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transmarket Holdings LP | History | New | 8,907 | 350 | 0.2% | — | 75 | +8,907 | New | Q3 2026 | Oct 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 9,915 | 348 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,865 | 346 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 9,737 | 342 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,382 | 329 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,222 | 323 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,941 | 312 | 0.01% | 0.0% | 81 | -5 | -0.06% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 8,825 | 309 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 8,459 | 297 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 8,192 | 287 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 7,184 | 282 | 0.05% | 0.04% | 85 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 7,793 | 273 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 7,410 | 260 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 7,330 | 257 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,100 | 249 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassilly Financial Group LLC | History | New | 5,241 | 206 | 0.14% | — | 91 | +5,241 | New | Q3 2026 | Oct 07, 2026 |
| Sollinda Capital Management LLC | History | No change | 5,885 | 206 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 5,316 | 200 | 0.01% | — | 92 | +5,316 | New | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,358 | 188 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,159 | 181 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,671 | 164 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,677 | 129 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,180 | 111 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 2,858 | 100 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Daytona Street Capital LLC | History | No change | 1,709 | 68 | 0.05% | 0.04% | 99 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,670 | 65 | 0.0% | 0.0% | 100 | -4,678 | -73.69% | Q3 2026 | Nov 04, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,580 | 61 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BARCLAYS PLC | History | No change | 1,528 | 53 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,228 | 43 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,195 | 41 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,060 | 37 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,072 | 37 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 403 | 15 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 372 | 13 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 266 | 10 | 0.0% | 0.0% | 109 | -11 | -3.97% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 276 | 9 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 246 | 8 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 179 | 7 | 0.0% | 0.0% | 113 | +132 | 280.85% | Q3 2026 | Oct 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 7 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 187 | 6 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | New | 132 | 5 | 0.0% | — | 117 | +132 | New | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 134 | 5 | 0.0% | 0.0% | 116 | +35 | 35.35% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 154 | 5 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 117 | 4 | 0.0% | — | 119 | +96 | 457.14% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 100 | 3 | 0.0% | — | 120 | +100 | New | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Added to | 44 | 2 | 0.0% | 0.0% | 124 | +5 | 12.82% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | No change | 60 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 85 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | No change | 58 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 49 | 1 | 0.0% | — | 128 | +46 | 1533.33% | Q3 2026 | Oct 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 37 | 1 | 0.0% | — | 129 | +37 | New | Q3 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 34 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 13, 2026 |
| Essential Partners LLC | History | Added to | 18 | 0 | — | — | — | +6 | 50.0% | Q3 2026 | Oct 14, 2026 |
| GK Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |