Clearfield, Inc. - CLFD
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 | 947,982 | 27,633 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 897,868 | 23,766 | 0.0% | 0.0% | 2 | -29,178 | -3.15% | Q1 2026 | May 13, 2026 |
| ACK Asset Management LLC | History | Added to | 735,200 | 19,460 | 2.43% | 2.29% | 3 | +110,000 | 17.59% | Q1 2026 | May 15, 2026 |
| MAIRS & POWER INC | History | Added to | 731,733 | 19,368 | 0.2% | 0.2% | 4 | +1,545 | 0.21% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 509,836 | 13,495 | 0.0% | — | 5 | +509,836 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 355,753 | 9,416 | 0.0% | — | 6 | +355,753 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 353,486 | 9,357 | 0.0% | 0.0% | 7 | +36,756 | 11.6% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 322,245 | 8,529 | 0.0% | 0.0% | 8 | +39,646 | 14.03% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 313,736 | 8,304 | 0.0% | 0.0% | 9 | +195,189 | 164.65% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 289,610 | 7,665 | 0.44% | 0.47% | 10 | +11,500 | 4.14% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 285,841 | 7,568 | 0.0% | 0.0% | 11 | +6,975 | 2.5% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 282,350 | 7,474 | 0.0% | 0.0% | 12 | +49,249 | 21.13% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 256,990 | 6,802 | 0.07% | 0.11% | 13 | -122,922 | -32.36% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 231,189 | 6,161 | 0.0% | 0.0% | 14 | -17,079 | -6.88% | Q1 2026 | May 13, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 179,362 | 4,747 | 0.14% | 0.11% | 15 | +49,705 | 38.34% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 161,935 | 4,285 | 0.01% | 0.0% | 16 | +59,029 | 57.36% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 141,659 | 3,749 | 0.0% | 0.0% | 17 | -11,025 | -7.22% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 140,972 | 3,731 | 0.0% | 0.0% | 18 | +5,596 | 4.13% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 136,700 | 3,618 | 0.01% | 0.0% | 19 | +35,000 | 34.41% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 121,950 | 3,228 | 0.0% | 0.0% | 20 | +3,258 | 2.74% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 115,156 | 3,048 | 0.0% | 0.0% | 21 | +11,798 | 11.41% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 112,037 | 2,965 | 0.06% | 0.09% | 22 | -31,960 | -22.19% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 93,717 | 2,480 | 0.0% | 0.0% | 23 | -3,130 | -3.23% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 90,956 | 2,407 | 0.02% | 0.03% | 24 | -16,460 | -15.32% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 83,421 | 2,208 | 0.0% | 0.0% | 25 | +2,914 | 3.62% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 75,680 | 2,003 | 0.0% | 0.0% | 26 | +7,631 | 11.21% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 75,020 | 1,985 | 0.0% | — | 27 | +75,020 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 71,390 | 1,889 | 0.0% | 0.0% | 28 | -32,275 | -31.13% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 70,386 | 1,863 | 0.0% | 0.0% | 29 | -35,463 | -33.5% | Q1 2026 | May 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 70,339 | 1,861 | 0.0% | 0.0% | 30 | -1,042 | -1.46% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 53,823 | 1,432 | 0.0% | 0.0% | 31 | +164 | 0.31% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 53,186 | 1,407 | 0.0% | 0.0% | 32 | +43,589 | 454.19% | Q1 2026 | May 15, 2026 |
| Drum Hill Capital, LLC | History | Added to | 51,276 | 1,357 | 1.25% | 1.51% | 33 | +1,364 | 2.73% | Q1 2026 | Apr 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 47,933 | 1,268 | 0.0% | 0.0% | 34 | +6,102 | 14.59% | Q1 2026 | May 15, 2026 |
| Wealth Group Ltd | History | No change | 47,000 | 1,244 | 0.28% | 0.31% | 35 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BARCLAYS PLC | History | Reduced | 46,895 | 1,241 | 0.0% | 0.0% | 36 | -40,449 | -46.31% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 42,000 | 1,111 | 0.0% | 0.0% | 37 | +14,000 | 50.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 41,428 | 1,096 | 0.0% | 0.0% | 38 | -11,334 | -21.48% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 39,943 | 1,057 | 0.0% | 0.0% | 39 | +27,645 | 224.79% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 38,549 | 1,020 | 0.0% | 0.0% | 40 | -2,854 | -6.89% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 33,899 | 897 | 0.0% | 0.0% | 41 | -168 | -0.49% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 32,824 | 868 | 0.0% | 0.0% | 42 | -1,433 | -4.18% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Reduced | 29,130 | 771 | 0.0% | 0.0% | 43 | -463 | -1.56% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 26,158 | 692 | 0.01% | 0.01% | 44 | -5,006 | -16.06% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 23,855 | 631 | 0.04% | 0.02% | 45 | +11,915 | 99.79% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 23,566 | 623 | 0.0% | 0.0% | 46 | +128 | 0.55% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | Added to | 21,468 | 568 | 0.01% | 0.01% | 47 | +6,203 | 40.64% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 21,341 | 564 | 0.0% | — | 48 | +21,341 | New | Q1 2026 | May 14, 2026 |
| Nierenberg Investment Management Company, LLC | History | No change | 16,510 | 437 | 0.22% | 0.23% | 49 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 14,974 | 436 | 0.0% | 0.0% | 50 | -672 | -4.3% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 16,508 | 436 | 0.0% | 0.0% | 51 | -403 | -2.38% | Q1 2026 | May 12, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 15,447 | 408 | 0.12% | 0.22% | 52 | -4,310 | -21.82% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 15,187 | 402 | 0.03% | 0.04% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 15,002 | 397 | 0.0% | 0.0% | 54 | +12,840 | 593.89% | Q1 2026 | May 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 14,365 | 380 | 0.0% | — | 55 | +14,365 | New | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 13,802 | 365 | 0.0% | 0.0% | 56 | +788 | 6.06% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 13,240 | 350 | 0.02% | 0.02% | 57 | +440 | 3.44% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 12,006 | 349 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 12,642 | 335 | 0.0% | 0.0% | 59 | +2,024 | 19.06% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 12,433 | 329 | 0.0% | 0.0% | 60 | -8,590 | -40.86% | Q1 2026 | Apr 30, 2026 |
| High Note Wealth, LLC | History | No change | 12,375 | 327 | 0.06% | 0.07% | 61 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | New | 12,000 | 317 | 0.0% | — | 62 | +12,000 | New | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | New | 11,387 | 301 | 0.0% | — | 63 | +11,387 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 10,719 | 283 | 0.0% | 0.0% | 64 | -860 | -7.43% | Q1 2026 | May 14, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 10,500 | 277 | 0.26% | — | 65 | +10,500 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,381 | 274 | 0.0% | 0.0% | 66 | +1,556 | 17.63% | Q1 2026 | May 06, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 9,697 | 256 | 0.02% | — | 67 | +9,697 | New | Q1 2026 | Apr 10, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 9,538 | 252 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,200 | 243 | 0.0% | 0.0% | 69 | -38,686 | -80.79% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 7,590 | 200 | 0.0% | 0.0% | 70 | -127 | -1.65% | Q1 2026 | May 06, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 7,523 | 199 | 0.05% | 0.06% | 71 | -187 | -2.43% | Q1 2026 | May 07, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,353 | 194 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,467 | 144 | 0.0% | 0.0% | 73 | +136 | 2.55% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,109 | 135 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| State of Wyoming | History | Reduced | 4,582 | 121 | 0.01% | 0.04% | 75 | -7,688 | -62.66% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,504 | 119 | 0.0% | 0.0% | 76 | -8,947 | -66.52% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,462 | 118 | 0.0% | — | 77 | +4,462 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 3,746 | 99 | 0.0% | 0.0% | 79 | +1,281 | 51.97% | Q1 2026 | Apr 29, 2026 |
| Cetera Trust Company, N.A | History | Reduced | 3,750 | 99 | 0.06% | 0.07% | 78 | -500 | -11.76% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 2,784 | 73 | 0.0% | 0.0% | 80 | -347 | -11.08% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,713 | 71 | 0.0% | 0.0% | 81 | -300 | -9.96% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,500 | 66 | 0.0% | 0.0% | 82 | -100 | -3.85% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,503 | 66 | 0.0% | 0.0% | 83 | -45 | -1.77% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,130 | 56 | 0.0% | 0.0% | 84 | +1,270 | 147.67% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,944 | 51 | 0.0% | 0.0% | 85 | -883 | -31.23% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,665 | 44 | 0.0% | 0.0% | 86 | -80 | -4.58% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,440 | 39 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,055 | 27 | 0.0% | 0.0% | 88 | -67 | -5.97% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 961 | 25 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 865 | 22 | 0.0% | 0.0% | 90 | -31 | -3.46% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 684 | 18 | 0.0% | 0.0% | 91 | +27 | 4.11% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 651 | 17 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 622 | 16 | 0.0% | 0.0% | 93 | -86 | -12.15% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 626 | 16 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 556 | 14 | 0.0% | 0.0% | 95 | +321 | 136.6% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 451 | 11 | 0.0% | 0.0% | 97 | -3,933 | -89.71% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 450 | 11 | 0.0% | 0.0% | 96 | -450 | -50.0% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 371 | 9 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | New | 300 | 7 | 0.0% | — | 100 | +300 | New | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 301 | 7 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 248 | 6 | 0.0% | 0.0% | 101 | -159 | -39.07% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 190 | 5 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 200 | 5 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 194 | 5 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 200 | 5 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 188 | 4 | 0.0% | 0.0% | 106 | -171 | -47.63% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 165 | 4 | 0.0% | — | 107 | +165 | New | Q1 2026 | May 01, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 132 | 3 | 0.0% | — | 113 | +132 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 71 | 3 | 0.0% | — | 109 | +68 | 2266.67% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Added to | 114 | 3 | 0.0% | 0.0% | 111 | +8 | 7.55% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 136 | 3 | 0.0% | 0.0% | 112 | +1 | 0.74% | Q1 2026 | Apr 06, 2026 |
| JNBA Financial Advisors | History | No change | 150 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | No change | 141 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 113 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 38 | 1 | 0.0% | 0.0% | 116 | -13 | -25.49% | Q1 2026 | May 11, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -479,741 | -100.0% | Q1 2026 | May 15, 2026 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -106,407 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,587 | -100.0% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.05% | — | -22,509 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,079 | -100.0% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -8,502 | -100.0% | Q1 2026 | May 15, 2026 |
| PACK Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,500 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 34 | 0 | — | 0.0% | — | -158 | -82.29% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 07, 2026 |
| BAYBAN | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 37 | 0 | — | 0.0% | — | -9 | -19.57% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 21 | 0 | — | — | — | -2 | -8.7% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 37 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |