ChargePoint Holdings, Inc. - CHPT
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 | 1,043,950 | 6,931 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 894,292 | 4,346 | 0.0% | — | 2 | +894,292 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 802,884 | 3,902 | 0.0% | 0.0% | 3 | -937,568 | -53.87% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 543,291 | 2,640 | 0.0% | 0.0% | 4 | +22,660 | 4.35% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 220,104 | 1,069 | 0.0% | 0.0% | 5 | -55,095 | -20.02% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 214,270 | 1,041 | 0.0% | 0.0% | 6 | -114,244 | -34.78% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 201,295 | 978 | 0.0% | 0.0% | 7 | -47,927 | -19.23% | Q1 2026 | May 15, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 173,000 | 840 | 0.16% | 0.16% | 8 | -11,000 | -5.98% | Q1 2026 | May 15, 2026 |
| COATUE MANAGEMENT LLC | History | New | 154,086 | 748 | 0.0% | — | 9 | +154,086 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 144,059 | 700 | 0.0% | 0.0% | 10 | +63,000 | 77.72% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 139,777 | 679 | 0.0% | 0.0% | 11 | -223,062 | -61.48% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 136,063 | 661 | 0.0% | 0.0% | 12 | -43,623 | -24.28% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 135,499 | 658 | 0.0% | 0.0% | 13 | +334 | 0.25% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 133,780 | 650 | 0.0% | — | 14 | +133,780 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 133,561 | 649 | 0.0% | 0.0% | 15 | -1,723 | -1.27% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | No change | 131,700 | 640 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 106,384 | 517 | 0.0% | 0.0% | 17 | -234,095 | -68.75% | Q1 2026 | May 12, 2026 |
| GMT CAPITAL CORP | History | New | 101,290 | 492 | 0.02% | — | 18 | +101,290 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | No change | 100,956 | 490 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 99,858 | 485 | 0.0% | 0.0% | 20 | -5,647 | -5.35% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 90,921 | 441 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 90,701 | 440 | 0.0% | 0.0% | 22 | -229,427 | -71.67% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 81,075 | 394 | 0.0% | 0.0% | 23 | +18,060 | 28.66% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 77,700 | 377 | 0.0% | 0.0% | 24 | -79,100 | -50.45% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 65,754 | 319 | 0.0% | 0.0% | 25 | +31,392 | 91.36% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 62,621 | 303 | 0.0% | 0.0% | 26 | +47,866 | 324.41% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 51,345 | 249 | 0.0% | 0.0% | 27 | -176,553 | -77.47% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 45,276 | 220 | 0.0% | 0.0% | 28 | -167 | -0.37% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 40,725 | 197 | 0.0% | 0.0% | 29 | -109,059 | -72.81% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 39,500 | 191 | 0.0% | 0.0% | 30 | -24,800 | -38.57% | Q1 2026 | May 05, 2026 |
| Trexquant Investment LP | History | New | 37,213 | 180 | 0.0% | — | 31 | +37,213 | New | Q1 2026 | May 15, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 36,116 | 175 | 0.13% | 0.27% | 32 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 35,000 | 170 | 0.0% | 0.0% | 33 | +10,000 | 40.0% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 34,400 | 167 | 0.0% | 0.0% | 34 | -28,800 | -45.57% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 34,045 | 165 | 0.0% | — | 35 | +34,045 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 32,339 | 157 | 0.0% | 0.01% | 36 | -22,678 | -41.22% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 25,478 | 124 | 0.0% | 0.0% | 37 | +6,700 | 35.68% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 25,397 | 123 | 0.0% | — | 38 | +25,397 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,400 | 118 | 0.0% | 0.0% | 39 | -154,064 | -86.33% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,305 | 113 | 0.0% | 0.0% | 40 | -8,405 | -26.51% | Q1 2026 | May 15, 2026 |
| Sullivan Wood Capital Management LLC | History | Reduced | 19,500 | 94 | 0.16% | 0.67% | 41 | -47,000 | -70.68% | Q1 2026 | May 06, 2026 |
| Virtu Financial LLC | History | New | 19,247 | 94 | 0.0% | — | 42 | +19,247 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 17,266 | 83 | 0.0% | — | 43 | +17,266 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 16,326 | 79 | 0.0% | 0.0% | 44 | +630 | 4.01% | Q1 2026 | May 12, 2026 |
| EFG International AG | History | Added to | 16,000 | 77 | 0.0% | 0.0% | 45 | +5,101 | 46.8% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 15,220 | 75 | 0.0% | 0.0% | 46 | +4,352 | 40.04% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Reduced | 14,778 | 71 | 0.0% | 0.0% | 47 | -11,890 | -44.59% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 12,884 | 62 | 0.0% | 0.0% | 48 | -7,960 | -38.19% | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | New | 12,664 | 61 | 0.0% | — | 49 | +12,664 | New | Q1 2026 | May 13, 2026 |
| R Squared Ltd | History | New | 12,103 | 58 | 0.03% | — | 50 | +12,103 | New | Q1 2026 | Apr 29, 2026 |
| nVerses Capital, LLC | History | New | 10,646 | 51 | 0.05% | — | 51 | +10,646 | New | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 9,831 | 47 | 0.0% | 0.0% | 52 | -181,607 | -94.86% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,078 | 44 | 0.0% | 0.0% | 53 | +2,654 | 41.31% | Q1 2026 | May 15, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 8,600 | 41 | 0.02% | 0.03% | 54 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,915 | 33 | 0.0% | — | 55 | +6,915 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 4,994 | 24 | 0.0% | 0.0% | 57 | -49,981 | -90.92% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,081 | 24 | 0.0% | 0.0% | 58 | -1,192 | -19.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,000 | 24 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,750 | 24 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,553 | 22 | 0.0% | 0.0% | 60 | +613 | 15.56% | Q1 2026 | May 15, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 3,000 | 14 | 0.03% | 0.04% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,726 | 13 | 0.0% | 0.0% | 62 | -63 | -2.26% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,138 | 10 | 0.0% | 0.0% | 63 | -1,749 | -45.0% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,000 | 9 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vision Retirement, LLC | History | No change | 2,000 | 9 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,699 | 8 | 0.0% | 0.0% | 68 | +1,395 | 458.88% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,694 | 8 | 0.0% | 0.0% | 66 | +680 | 67.06% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,767 | 8 | 0.0% | 0.0% | 67 | -66 | -3.6% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,490 | 7 | 0.0% | — | 69 | +1,490 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,299 | 6 | 0.0% | 0.0% | 71 | +10 | 0.78% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,384 | 6 | 0.0% | 0.0% | 70 | +6 | 0.44% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,225 | 5 | 0.0% | 0.0% | 72 | -46 | -3.62% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 701 | 3 | 0.0% | 0.0% | 73 | +558 | 390.21% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 585 | 3 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 813 | 3 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 750 | 3 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 567 | 2 | 0.0% | — | 81 | +567 | New | Q1 2026 | May 19, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 627 | 2 | 0.0% | 0.0% | 79 | +45 | 7.73% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 460 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DV EQUITIES, LLC | History | No change | 410 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 525 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | New | 301 | 1 | 0.0% | — | 83 | +301 | New | Q1 2026 | Apr 06, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 210 | 1 | 0.0% | 0.0% | 82 | +10 | 5.0% | Q1 2026 | Apr 14, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 1 | 0 | — | 0.04% | — | -4,060,300 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -420,262 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -55,626 | -100.0% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -43,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -19,081 | -100.0% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -15,685 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,885 | -100.0% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -465 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 169 | 0 | — | — | — | +136 | 412.12% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 131 | 0 | — | — | — | +131 | New | Q1 2026 | Apr 30, 2026 |
| NCP Inc. | History | Reduced | 37 | 0 | — | — | — | -100 | -72.99% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 74 | 0 | — | — | — | -40 | -35.09% | Q1 2026 | Apr 07, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 120 | 0 | — | — | — | -20 | -14.29% | Q1 2026 | Apr 13, 2026 |
| Main Street Group, LTD | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 06, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 12 | 0 | — | — | — | -12 | -50.0% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Jun 02, 2026 |
| MAI Capital Management | History | Reduced | 39 | 0 | — | — | — | -5 | -11.36% | Q1 2026 | May 15, 2026 |
| Leo H. Evart, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NATIXIS | History | Reduced | 4 | 0 | — | — | — | -4 | -50.0% | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 29 | 0 | — | — | — | +2 | 7.41% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 43 | 0 | — | — | — | -1 | -2.27% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 185 | 0 | — | 0.0% | — | +1 | 0.54% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | Apr 20, 2026 |
| Asset Dedication, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Estabrook Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DT Investment Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hurley Capital, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BFSG, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quaker Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TSFG, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HighMark Wealth Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NFSG Corp | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Global Wealth Strategies & Associates | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 215 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |