ClearPoint Neuro, Inc. - CLPT
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 | 1,766,677 | 24,168 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,082,750 | 18,953 | 0.0% | 0.0% | 2 | +39,117 | 1.91% | Q1 2026 | May 13, 2026 |
| MAK CAPITAL ONE LLC | History | New | 1,901,489 | 17,303 | 2.55% | — | 3 | +1,901,489 | New | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,243,615 | 11,316 | 0.0% | — | 4 | +1,243,615 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 705,720 | 6,423 | 0.0% | 0.0% | 5 | +51,375 | 7.85% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 679,819 | 6,186 | 0.0% | 0.0% | 6 | +51,758 | 8.24% | Q1 2026 | May 15, 2026 |
| Lane Generational LLC | History | Added to | 486,849 | 4,430 | 3.53% | 4.22% | 7 | +146,242 | 42.94% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 463,617 | 4,218 | 0.0% | 0.0% | 8 | +173,273 | 59.68% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 451,484 | 4,108 | 0.0% | 0.0% | 9 | +77,528 | 20.73% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 432,360 | 3,934 | 0.0% | 0.0% | 10 | +92,550 | 27.24% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | New | 372,356 | 3,388 | 0.0% | — | 11 | +372,356 | New | Q1 2026 | Apr 16, 2026 |
| BROWN ADVISORY INC | History | Reduced | 325,906 | 2,965 | 0.0% | 0.01% | 12 | -4,821 | -1.46% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 284,809 | 2,591 | 0.0% | — | 13 | +284,809 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 231,974 | 2,110 | 0.0% | 0.0% | 14 | -283,401 | -54.99% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 230,941 | 2,101 | 0.0% | 0.0% | 15 | +2,808 | 1.23% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 210,780 | 1,918 | 0.0% | 0.0% | 16 | -8,441 | -3.85% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 209,426 | 1,905 | 0.0% | 0.0% | 17 | +16,058 | 8.3% | Q1 2026 | May 14, 2026 |
| Massar Capital Management, LP | History | Added to | 206,970 | 1,883 | 0.2% | 0.26% | 18 | +30,742 | 17.44% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 205,755 | 1,872 | 0.0% | — | 19 | +205,755 | New | Q1 2026 | May 08, 2026 |
| IMC-Chicago, LLC | History | Added to | 172,043 | 1,565 | 0.0% | 0.0% | 20 | +54,943 | 46.92% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 156,971 | 1,428 | 0.0% | — | 21 | +156,971 | New | Q1 2026 | May 15, 2026 |
| CM Management, LLC | History | Added to | 150,000 | 1,365 | 1.14% | 0.92% | 22 | +70,000 | 87.5% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 149,170 | 1,357 | 0.06% | 0.11% | 23 | +1,984 | 1.35% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 143,747 | 1,308 | 0.0% | 0.0% | 24 | +40,741 | 39.55% | Q1 2026 | May 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 140,375 | 1,277 | 0.13% | — | 25 | +140,375 | New | Q1 2026 | May 06, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 131,901 | 1,200 | 0.68% | 0.92% | 26 | -517 | -0.39% | Q1 2026 | Apr 29, 2026 |
| MORGAN STANLEY | History | Added to | 129,872 | 1,181 | 0.0% | 0.0% | 27 | +17,226 | 15.29% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 72,300 | 989 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CONWAY CAPITAL MANAGEMENT, INC. | History | Reduced | 105,975 | 964 | 0.45% | 0.74% | 29 | -20,750 | -16.37% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 105,033 | 955 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 101,373 | 922 | 0.0% | 0.0% | 31 | -38,127 | -27.33% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 100,500 | 914 | 0.0% | 0.0% | 32 | -134,864 | -57.3% | Q1 2026 | May 15, 2026 |
| FirstWave Capital Management LLC | History | Reduced | 95,840 | 872 | 0.93% | 2.95% | 33 | -267,569 | -73.63% | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | New | 89,677 | 816 | 0.02% | — | 34 | +89,677 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 83,170 | 756 | 0.0% | 0.0% | 35 | +4,261 | 5.4% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 71,448 | 650 | 0.0% | 0.0% | 36 | +5,891 | 8.99% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 66,075 | 601 | 0.0% | 0.0% | 37 | +17,990 | 37.41% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 64,191 | 584 | 0.0% | 0.0% | 38 | +6,984 | 12.21% | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | Added to | 62,502 | 568 | 0.0% | 0.0% | 39 | +483 | 0.78% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 60,300 | 548 | 0.0% | 0.0% | 40 | -51,524 | -46.08% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 55,370 | 503 | 0.0% | 0.0% | 41 | +35,663 | 180.97% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 52,259 | 475 | 0.0% | — | 42 | +52,259 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 51,947 | 472 | 0.0% | 0.0% | 43 | +39,195 | 307.36% | Q1 2026 | May 15, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 50,000 | 455 | 0.05% | 0.08% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 41,992 | 382 | 0.01% | 0.01% | 45 | -10,000 | -19.23% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 41,689 | 379 | 0.04% | — | 46 | +41,689 | New | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 35,700 | 324 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 31,504 | 286 | 0.0% | 0.0% | 48 | +60 | 0.19% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,619 | 270 | 0.0% | 0.0% | 49 | +2,828 | 10.56% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 28,582 | 260 | 0.0% | 0.0% | 51 | -45,441 | -61.39% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 28,670 | 260 | 0.0% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | New | 25,900 | 235 | 0.0% | — | 52 | +25,900 | New | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,800 | 216 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 21,145 | 192 | 0.0% | 0.0% | 54 | +1,302 | 6.56% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 20,617 | 187 | 0.0% | 0.0% | 55 | +19,212 | 1367.4% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,516 | 186 | 0.0% | 0.01% | 56 | +1,011 | 5.18% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,093 | 173 | 0.0% | 0.0% | 57 | +360 | 1.92% | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | Reduced | 19,000 | 172 | 0.0% | 0.0% | 58 | -12,000 | -38.71% | Q1 2026 | May 13, 2026 |
| nVerses Capital, LLC | History | New | 18,668 | 169 | 0.15% | — | 59 | +18,668 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,385 | 149 | 0.0% | 0.0% | 60 | +4,322 | 35.83% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,059 | 139 | 0.0% | 0.0% | 61 | +2,128 | 15.28% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,260 | 138 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 14,235 | 129 | 0.0% | 0.0% | 63 | -33,078 | -69.91% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | New | 14,141 | 128 | 0.0% | — | 64 | +14,141 | New | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,512 | 113 | 0.0% | 0.0% | 65 | +306 | 2.51% | Q1 2026 | May 15, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 11,729 | 106 | 0.08% | 0.13% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 11,400 | 103 | 0.0% | — | 67 | +11,400 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | New | 10,600 | 96 | 0.0% | — | 68 | +10,600 | New | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,125 | 92 | 0.0% | 0.0% | 69 | -19,731 | -66.09% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 10,140 | 92 | 0.0% | — | 70 | +10,140 | New | Q1 2026 | May 08, 2026 |
| AlphaQuest LLC | History | No change | 6,663 | 91 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 8,300 | 75 | 0.0% | 0.0% | 72 | -100 | -1.19% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 8,172 | 74 | 0.0% | 0.0% | 73 | +253 | 3.19% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 8,054 | 73 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Quantbot Technologies LP | History | Added to | 7,393 | 67 | 0.0% | 0.0% | 75 | +5,819 | 369.7% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,403 | 67 | 0.0% | 0.0% | 76 | +263 | 3.68% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,188 | 56 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,997 | 54 | 0.0% | 0.0% | 78 | +259 | 4.51% | Q1 2026 | May 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 5,319 | 48 | 0.02% | — | 79 | +5,319 | New | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,005 | 36 | 0.0% | 0.0% | 80 | +5 | 0.13% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,665 | 33 | 0.0% | — | 81 | +3,619 | 7867.39% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 3,078 | 28 | 0.0% | 0.0% | 82 | +1,387 | 82.02% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,969 | 27 | 0.0% | 0.0% | 83 | -227 | -7.1% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 2,372 | 21 | 0.0% | 0.0% | 84 | -412 | -14.8% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,383 | 21 | 0.0% | 0.0% | 85 | +3 | 0.13% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,225 | 20 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 18 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,711 | 16 | 0.0% | — | 89 | +1,711 | New | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,800 | 16 | 0.0% | 0.0% | 88 | +300 | 20.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | New | 1,468 | 13 | 0.0% | — | 92 | +1,468 | New | Q1 2026 | May 21, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,530 | 13 | 0.0% | 0.0% | 90 | -90 | -5.56% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | No change | 1,500 | 13 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 950 | 8 | 0.0% | 0.0% | 93 | +550 | 137.5% | Q1 2026 | May 13, 2026 |
| City State Bank | History | No change | 850 | 7 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tidemark, LLC | History | No change | 832 | 7 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 768 | 6 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 505 | 4 | 0.0% | 0.0% | 97 | -1,868 | -78.72% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 370 | 3 | 0.0% | 0.0% | 98 | -14 | -3.65% | Q1 2026 | May 11, 2026 |
| Hurley Capital, LLC | History | No change | 330 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Osbon Capital Management LLC | History | No change | 402 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 285 | 2 | 0.0% | 0.0% | 101 | -38 | -11.76% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | Added to | 271 | 2 | 0.0% | 0.0% | 102 | +38 | 16.31% | Q1 2026 | Apr 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | No change | 177 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| STEMPOINT CAPITAL LP | History | Closed out | 0 | 0 | — | 1.13% | — | -481,858 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -217,274 | -100.0% | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.23% | — | -180,525 | -100.0% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,000 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,947 | -100.0% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -29,289 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,132 | -100.0% | Q1 2026 | May 07, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -21,955 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,450 | -100.0% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -17,525 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,198 | -100.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,980 | -100.0% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -12,220 | -100.0% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,520 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,406 | -100.0% | Q1 2026 | May 15, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -3,000 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -827 | -100.0% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q1 2026 | May 06, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -152 | -89.94% | Q1 2026 | Apr 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 108 | 0 | — | — | — | +108 | New | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 96 | 0 | — | — | — | +91 | 1820.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 71 | 0 | — | — | — | +71 | New | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | New | 61 | 0 | — | — | — | +61 | New | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 100 | 0 | — | — | — | +50 | 100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | Apr 15, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | Apr 29, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 69 | 0 | — | — | — | +4 | 6.15% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | No change | 92 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bell Investment Advisors, Inc | History | No change | 104 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ORG Partners LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |