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 | Reduced | 2,309,717 | 40,443 | 0.0% | 0.0% | 1 | -64,640 | -2.72% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,521,147 | 39,178 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,040,794 | 35,733 | 0.01% | 0.01% | 3 | +51,677 | 2.6% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,201,220 | 21,033 | 0.0% | — | 4 | +1,201,220 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,091,647 | 19,114 | 0.0% | — | 5 | +1,091,647 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 918,325 | 16,079 | 0.0% | 0.0% | 6 | -8,070 | -0.87% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 756,945 | 13,256 | 0.0% | 0.0% | 7 | -18,845 | -2.43% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 676,066 | 11,837 | 0.02% | 0.01% | 8 | +72,334 | 11.98% | Q1 2026 | May 14, 2026 |
| Ursa Fund Management, LLC | History | New | 500,000 | 8,755 | 8.14% | — | 9 | +500,000 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 354,266 | 6,203 | 0.0% | 0.0% | 10 | +72,019 | 25.52% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 242,694 | 4,249 | 0.0% | 0.0% | 11 | +5,742 | 2.42% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 229,013 | 4,010 | 0.0% | 0.0% | 12 | +21,439 | 10.33% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 222,000 | 3,887 | 0.0% | 0.0% | 13 | -8,118 | -3.53% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 177,855 | 3,114 | 0.0% | 0.0% | 14 | -7,478 | -4.03% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 176,519 | 3,090 | 0.0% | — | 15 | +176,519 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 170,601 | 2,987 | 0.0% | 0.0% | 16 | -8,482 | -4.74% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 143,694 | 2,516 | 0.0% | 0.0% | 17 | +3,821 | 2.73% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 111,166 | 1,946 | 0.0% | 0.0% | 18 | +85,000 | 324.85% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 107,157 | 1,876 | 0.0% | 0.0% | 19 | -2,832 | -2.57% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 104,061 | 1,822 | 0.0% | 0.0% | 20 | +33,790 | 48.09% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 103,366 | 1,809 | 0.0% | 0.0% | 21 | +16,877 | 19.51% | Q1 2026 | May 11, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 100,911 | 1,766 | 0.14% | — | 22 | +100,911 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 88,200 | 1,544 | 0.0% | 0.0% | 23 | +308 | 0.35% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 79,727 | 1,396 | 0.0% | 0.0% | 24 | -43,373 | -35.23% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 77,566 | 1,358 | 0.0% | 0.0% | 25 | -1,728 | -2.18% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 76,433 | 1,338 | 0.0% | 0.0% | 26 | +479 | 0.63% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 75,228 | 1,317 | 0.0% | 0.0% | 27 | -11,434 | -13.19% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 80,200 | 1,246 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 66,923 | 1,171 | 0.0% | 0.0% | 29 | -9,408 | -12.33% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 60,888 | 1,066 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 55,718 | 975 | 0.0% | 0.0% | 31 | +3,695 | 7.1% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 53,279 | 932 | 0.0% | 0.0% | 32 | -25,633 | -32.48% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 49,150 | 861 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gator Capital Management, LLC | History | New | 48,015 | 840 | 0.17% | — | 34 | +48,015 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 46,869 | 820 | 0.0% | — | 35 | +46,869 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 44,652 | 693 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 35,292 | 617 | 0.0% | 0.0% | 37 | -575 | -1.6% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 39,570 | 614 | 0.0% | 0.0% | 38 | -8,640 | -17.92% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 33,967 | 594 | 0.0% | 0.0% | 39 | -743 | -2.14% | Q1 2026 | May 12, 2026 |
| Minerva Advisors LLC | History | No change | 33,794 | 591 | 0.38% | 0.35% | 40 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,903 | 576 | 0.0% | 0.0% | 41 | +6,872 | 26.4% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 28,389 | 497 | 0.0% | 0.0% | 42 | -8,945 | -23.96% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 28,736 | 446 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,300 | 443 | 0.0% | 0.0% | 44 | -15,757 | -38.38% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 24,100 | 421 | 0.05% | 0.04% | 45 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 23,857 | 417 | 0.0% | — | 46 | +23,857 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,950 | 415 | 0.0% | 0.0% | 47 | -52,725 | -68.76% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 21,149 | 370 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 20,824 | 364 | 0.0% | 0.0% | 49 | +8,702 | 71.79% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Reduced | 19,977 | 349 | 0.03% | 0.04% | 50 | -1,060 | -5.04% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 18,608 | 326 | 0.0% | 0.0% | 51 | +2,502 | 15.53% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,955 | 314 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 17,865 | 312 | 0.0% | 0.0% | 53 | +16 | 0.09% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 16,365 | 286 | 0.0% | 0.0% | 54 | -121 | -0.73% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 16,194 | 283 | 0.0% | 0.0% | 55 | -346 | -2.09% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,126 | 282 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roxbury Financial LLC | History | Reduced | 15,900 | 278 | 0.25% | 0.22% | 57 | -100 | -0.63% | Q1 2026 | Apr 17, 2026 |
| Crown Wealth Group, LLC | History | No change | 15,500 | 271 | 0.08% | 0.07% | 58 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 15,204 | 266 | 0.0% | 0.0% | 59 | -982 | -6.07% | Q1 2026 | May 15, 2026 |
| Hudson Capital Management LLC | History | No change | 14,632 | 256 | 0.07% | 0.06% | 60 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Roundview Capital LLC | History | No change | 14,385 | 251 | 0.02% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,201 | 231 | 0.0% | 0.0% | 62 | +847 | 6.86% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,129 | 229 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,943 | 226 | 0.0% | 0.0% | 64 | +306 | 2.42% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 12,825 | 224 | 0.0% | 0.0% | 65 | -5,183 | -28.78% | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 12,667 | 221 | 0.06% | — | 66 | +12,667 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 12,087 | 211 | 0.0% | 0.0% | 67 | -36,714 | -75.23% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,873 | 207 | 0.0% | 0.0% | 68 | +50 | 0.42% | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,240 | 196 | 0.0% | — | 69 | +11,240 | New | Q1 2026 | May 08, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 11,020 | 192 | 0.01% | 0.01% | 70 | +192 | 1.77% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 10,670 | 186 | 0.0% | 0.0% | 71 | -49 | -0.46% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | New | 10,601 | 185 | 0.0% | — | 72 | +10,601 | New | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,504 | 183 | 0.0% | 0.0% | 73 | -20,198 | -65.79% | Q1 2026 | May 11, 2026 |
| Strategic Advisors LLC | History | No change | 10,459 | 183 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,822 | 154 | 0.0% | — | 76 | +8,822 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 8,806 | 154 | 0.0% | 0.0% | 75 | -6,026 | -40.63% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,200 | 126 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AlphaQuest LLC | History | No change | 8,070 | 125 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,307 | 110 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,050 | 105 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,723 | 100 | 0.0% | 0.0% | 81 | +1,280 | 28.81% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,433 | 77 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,475 | 71 | 0.0% | 0.0% | 83 | +2,297 | 1290.45% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Reduced | 3,910 | 68 | 0.01% | 0.02% | 84 | -5,231 | -57.23% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,743 | 66 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,147 | 55 | 0.0% | 0.0% | 86 | +1,336 | 73.77% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,730 | 47 | 0.0% | 0.0% | 87 | +86 | 3.25% | Q1 2026 | May 14, 2026 |
| USA FINANCIAL FORMULAS | History | New | 2,486 | 43 | 0.01% | — | 89 | +2,486 | New | Q1 2026 | Apr 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,505 | 43 | 0.0% | 0.0% | 88 | -1,675 | -40.07% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,273 | 39 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,634 | 28 | 0.0% | — | 91 | +1,634 | New | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,104 | 19 | 0.0% | 0.0% | 92 | -139 | -11.18% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 881 | 15 | 0.0% | 0.0% | 93 | -160 | -15.37% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 854 | 14 | 0.0% | 0.0% | 94 | -621 | -42.1% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Reduced | 777 | 13 | 0.0% | 0.0% | 96 | -22 | -2.75% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 762 | 13 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 719 | 12 | 0.0% | 0.0% | 97 | -52 | -6.74% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 682 | 11 | 0.0% | 0.0% | 98 | +87 | 14.62% | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | Added to | 557 | 9 | 0.0% | 0.0% | 99 | +1 | 0.18% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,072 | 8 | 0.0% | 0.0% | 100 | +620 | 137.17% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 398 | 6 | 0.0% | 0.0% | 102 | +312 | 362.79% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 344 | 6 | 0.0% | 0.0% | 101 | -50 | -12.69% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 265 | 4 | 0.0% | 0.0% | 103 | +66 | 33.17% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 238 | 4 | 0.0% | 0.0% | 104 | -4 | -1.65% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Added to | 191 | 3 | 0.0% | 0.0% | 105 | +26 | 15.76% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 133 | 2 | 0.0% | — | 107 | +69 | 107.81% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 123 | 2 | 0.0% | 0.0% | 108 | +35 | 39.77% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 162 | 2 | 0.0% | 0.0% | 106 | +32 | 24.62% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 93 | 1 | 0.0% | — | 116 | +93 | New | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 76 | 1 | 0.0% | — | 115 | +76 | New | Q1 2026 | May 01, 2026 |
| Torren Management, LLC | History | Reduced | 66 | 1 | 0.0% | 0.0% | 114 | -12 | -15.38% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 83 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 76 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 70 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 107 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | No change | 83 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -88,551 | -100.0% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -66,030 | -100.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,607 | -100.0% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,679 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -22,018 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,752 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,142 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,459 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,301 | -100.0% | Q1 2026 | Apr 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,950 | -100.0% | Q1 2026 | May 08, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 53 | 0 | — | 0.0% | — | -1,186 | -95.72% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -855 | -100.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | Added to | 27 | 0 | — | — | — | +1 | 3.85% | Q1 2026 | Apr 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |