Columbia Financial, Inc. - CLBK
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 | Added to | 2,445,887 | 51,901 | 0.0% | 0.0% | 1 | +136,170 | 5.9% | Q2 2026 | Aug 07, 2026 |
| Ursa Fund Management, LLC | History | Added to | 2,231,588 | 47,354 | 3.7% | 8.14% | 2 | +1,731,588 | 346.32% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,102,017 | 44,603 | 0.01% | 0.01% | 3 | +61,223 | 3.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Added to | 1,225,405 | 26,003 | 0.0% | 0.0% | 4 | +307,080 | 33.44% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,175,642 | 24,947 | 0.0% | 0.0% | 5 | -25,578 | -2.13% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,121,766 | 23,803 | 0.0% | 0.0% | 6 | +30,119 | 2.76% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 785,997 | 16,682 | 0.0% | 0.0% | 7 | +29,052 | 3.84% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 718,962 | 15,256 | 0.02% | 0.02% | 8 | +42,896 | 6.34% | Q2 2026 | Aug 13, 2026 |
| One Fin Capital Management LP | History | New | 580,000 | 12,307 | 3.97% | — | 9 | +580,000 | New | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | New | 504,549 | 10,706 | 0.11% | — | 10 | +504,549 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 304,314 | 6,457 | 0.0% | 0.0% | 11 | +257,445 | 549.29% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 283,231 | 6,010 | 0.0% | 0.0% | 12 | +139,537 | 97.11% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 282,124 | 5,986 | 0.0% | 0.0% | 13 | -72,142 | -20.36% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 252,729 | 5,362 | 0.0% | 0.0% | 14 | +10,035 | 4.13% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 224,429 | 4,762 | 0.0% | 0.0% | 15 | +2,429 | 1.09% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 209,767 | 4,451 | 0.0% | 0.0% | 16 | +130,040 | 163.11% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Added to | 184,086 | 3,906 | 0.0% | 0.0% | 17 | +6,231 | 3.5% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 179,344 | 3,805 | 0.0% | 0.0% | 18 | +2,825 | 1.6% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 139,334 | 2,956 | 0.0% | 0.0% | 19 | +64,106 | 85.22% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 129,962 | 2,757 | 0.0% | 0.0% | 20 | -40,639 | -23.82% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | New | 126,887 | 2,692 | 0.01% | — | 21 | +126,887 | New | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 120,099 | 2,548 | 0.0% | 0.0% | 22 | -108,914 | -47.56% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 111,526 | 2,366 | 0.0% | 0.0% | 23 | +8,160 | 7.89% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 110,174 | 2,337 | 0.0% | 0.0% | 24 | +3,017 | 2.82% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | Added to | 105,333 | 2,235 | 0.0% | 0.0% | 25 | +28,900 | 37.81% | Q2 2026 | Aug 11, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 100,911 | 2,141 | 0.14% | 0.14% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 96,373 | 2,045 | 0.0% | 0.0% | 27 | +8,173 | 9.27% | Q2 2026 | Aug 13, 2026 |
| Minerva Advisors LLC | History | Added to | 89,294 | 1,894 | 1.2% | 0.38% | 28 | +55,500 | 164.23% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 79,953 | 1,696 | 0.0% | 0.0% | 29 | -24,108 | -23.17% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 78,295 | 1,661 | 0.0% | 0.0% | 30 | +729 | 0.94% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 72,751 | 1,543 | 0.0% | 0.0% | 31 | +24,301 | 50.16% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 71,497 | 1,517 | 0.0% | 0.0% | 32 | +15,779 | 28.32% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 67,032 | 1,422 | 0.0% | 0.0% | 33 | +109 | 0.16% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 66,777 | 1,417 | 0.0% | 0.0% | 34 | +13,498 | 25.33% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 65,633 | 1,392 | 0.0% | — | 35 | +65,633 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 62,518 | 1,326 | 0.0% | 0.0% | 36 | -48,648 | -43.76% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 52,288 | 1,109 | 0.0% | 0.0% | 37 | -8,600 | -14.12% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 51,945 | 1,102 | 0.06% | — | 38 | +51,945 | New | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 49,150 | 1,043 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 49,123 | 1,042 | 0.0% | 0.0% | 40 | +32,929 | 203.34% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 45,482 | 965 | 0.0% | 0.0% | 41 | +36,676 | 416.49% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 40,008 | 848 | 0.0% | 0.0% | 42 | +7,105 | 21.59% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 37,911 | 804 | 0.0% | 0.0% | 43 | +3,944 | 11.61% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 37,544 | 796 | 0.0% | 0.0% | 44 | +2,252 | 6.38% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 39,650 | 694 | 0.0% | 0.0% | 45 | +80 | 0.2% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 32,490 | 689 | 0.0% | — | 46 | +32,490 | New | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 30,893 | 655 | 0.0% | — | 47 | +30,893 | New | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 27,666 | 587 | 0.0% | 0.0% | 48 | -867 | -3.04% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,204 | 556 | 0.0% | 0.0% | 49 | +5,055 | 23.9% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 25,804 | 547 | 0.0% | 0.0% | 50 | +9,439 | 57.68% | Q2 2026 | Jul 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 24,278 | 515 | 0.0% | 0.0% | 51 | +11,453 | 89.3% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 24,100 | 511 | 0.06% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INCEPTIONR LLC | History | New | 23,949 | 508 | 0.12% | — | 53 | +23,949 | New | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 23,517 | 499 | 0.0% | 0.0% | 54 | +13,013 | 123.89% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 22,843 | 484 | 0.0% | 0.0% | 55 | -1,014 | -4.25% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Reduced | 22,427 | 475 | 0.0% | 0.0% | 56 | -5,962 | -21.0% | Q2 2026 | Aug 14, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | New | 21,685 | 460 | 0.16% | — | 57 | +21,685 | New | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 20,757 | 441 | 0.0% | 0.0% | 58 | +2,149 | 11.55% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 20,824 | 441 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Added to | 20,652 | 438 | 0.0% | 0.0% | 60 | +8,565 | 70.86% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 18,983 | 425 | 0.0% | 0.0% | 61 | -4,967 | -20.74% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | New | 17,955 | 380 | 0.0% | — | 62 | +17,955 | New | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | New | 16,286 | 345 | 0.01% | — | 63 | +16,286 | New | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,126 | 342 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crown Wealth Group, LLC | History | No change | 15,500 | 328 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Roxbury Financial LLC | History | Reduced | 15,000 | 318 | 0.25% | 0.25% | 66 | -900 | -5.66% | Q2 2026 | Jul 01, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 14,865 | 315 | 0.0% | 0.0% | 67 | -339 | -2.23% | Q2 2026 | Sep 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,955 | 314 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SG Americas Securities, LLC | History | New | 14,360 | 305 | 0.0% | — | 69 | +14,360 | New | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,636 | 289 | 0.0% | 0.0% | 70 | +11,131 | 444.35% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,132 | 278 | 0.0% | 0.0% | 71 | -69 | -0.52% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,129 | 278 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | New | 12,686 | 269 | 0.0% | — | 73 | +12,686 | New | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | New | 12,561 | 266 | 0.01% | — | 74 | +12,561 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 12,252 | 259 | 0.0% | 0.0% | 75 | -691 | -5.34% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | Reduced | 11,904 | 252 | 0.02% | 0.03% | 76 | -8,073 | -40.41% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 11,825 | 250 | 0.01% | — | 78 | +11,825 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,823 | 250 | 0.0% | 0.0% | 77 | -50 | -0.42% | Q2 2026 | Jul 28, 2026 |
| Brevan Howard Capital Management LP | History | New | 11,563 | 245 | 0.0% | — | 79 | +11,563 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,240 | 238 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 11,050 | 234 | 0.0% | 0.0% | 81 | +5,000 | 82.64% | Q2 2026 | Jul 29, 2026 |
| MARSHALL WACE, LLP | History | New | 9,908 | 210 | 0.0% | — | 82 | +9,908 | New | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,822 | 187 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 8,441 | 179 | 0.0% | 0.0% | 84 | +2,134 | 33.84% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,934 | 125 | 0.0% | 0.0% | 85 | -19,366 | -76.55% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,433 | 94 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,743 | 79 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,408 | 51 | 0.0% | 0.0% | 88 | -739 | -23.48% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,273 | 48 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 2,730 | 47 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 2,486 | 43 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,502 | 32 | 0.0% | 0.0% | 92 | +621 | 70.49% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,490 | 31 | 0.0% | 0.0% | 93 | +418 | 38.99% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,104 | 23 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 832 | 17 | 0.0% | 0.0% | 95 | +113 | 15.72% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 762 | 16 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | No change | 682 | 14 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 551 | 11 | 0.0% | 0.0% | 98 | -6 | -1.08% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 510 | 10 | 0.0% | 0.0% | 99 | -344 | -40.28% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Added to | 388 | 8 | 0.0% | 0.0% | 100 | +44 | 12.79% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 398 | 8 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 374 | 7 | 0.0% | 0.0% | 102 | +136 | 57.14% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 290 | 6 | 0.0% | 0.0% | 103 | -547 | -65.35% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 249 | 5 | 0.0% | 0.0% | 104 | -16 | -6.04% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 199 | 4 | 0.0% | — | 107 | +199 | New | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 190 | 4 | 0.0% | — | 106 | +190 | New | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 191 | 4 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 118 | 2 | 0.0% | 0.0% | 108 | +35 | 42.17% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | Reduced | 138 | 2 | 0.0% | 0.0% | 110 | -24 | -14.81% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 107 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 123 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 71 | 1 | 0.0% | — | 115 | +62 | 688.89% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 76 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marquette Asset Management, LLC | History | No change | 52 | 1 | 0.0% | — | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FNY Investment Advisers, LLC | History | No change | 93 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Torren Management, LLC | History | No change | 66 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gator Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -48,015 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,865 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,632 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Roundview Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,385 | -100.0% | Q2 2026 | Jul 30, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -12,667 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,020 | -100.0% | Q2 2026 | Aug 03, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,670 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,601 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,459 | -100.0% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,200 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,723 | -100.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -3,910 | -100.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,634 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -777 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Essential Partners LLC | History | Reduced | 45 | 0 | — | 0.0% | — | -117 | -72.22% | Q2 2026 | Aug 10, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q2 2026 | Sep 04, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 22 | 0 | — | — | — | +16 | 266.67% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 25 | 0 | — | — | — | -2 | -7.41% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |