Caledonia Mining Corp Plc - CMCL
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 | No change | 1,141,840 | 21,809 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 611,606 | 11,682 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 437,785 | 8,361 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 425,266 | 8,122 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 361,528 | 6,905 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 356,958 | 6,817 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 323,426 | 6,177 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 267,591 | 5,110 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 251,630 | 4,806 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 232,785 | 4,446 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 218,460 | 4,172 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 217,354 | 4,151 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 198,433 | 3,790 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 185,684 | 3,546 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | No change | 185,569 | 3,544 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARSHALL WACE, LLP | History | No change | 165,164 | 3,154 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 163,383 | 3,120 | 0.4% | 0.4% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 157,403 | 3,006 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goehring & Rozencwajg Associates, LLC | History | No change | 156,906 | 2,996 | 0.17% | 0.17% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 155,737 | 2,974 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 155,475 | 2,969 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 153,996 | 2,941 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 148,117 | 2,829 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 145,125 | 2,771 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 127,105 | 2,427 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 118,077 | 2,255 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 113,837 | 2,174 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 112,236 | 2,143 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 112,206 | 2,143 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 110,569 | 2,111 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 95,918 | 1,832 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 85,792 | 1,638 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 84,901 | 1,621 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 80,940 | 1,545 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 69,990 | 1,336 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 66,785 | 1,275 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,200 | 1,264 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 62,584 | 1,195 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 58,992 | 1,126 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 56,858 | 1,085 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 56,682 | 1,082 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 55,482 | 1,059 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 51,255 | 978 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 51,097 | 975 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 40,191 | 767 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 38,821 | 741 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 35,851 | 684 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 35,327 | 674 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 34,249 | 654 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 33,856 | 646 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 30,550 | 583 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 29,727 | 567 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | No change | 28,900 | 551 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legal & General Group Plc | History | No change | 27,268 | 522 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 26,698 | 509 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 26,051 | 497 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,740 | 491 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,964 | 476 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | No change | 22,550 | 431 | 0.44% | 0.44% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 20,407 | 390 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BARCLAYS PLC | History | No change | 18,656 | 356 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 18,561 | 354 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 18,039 | 344 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 17,873 | 341 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 17,620 | 337 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 16,454 | 314 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 15,834 | 302 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 15,394 | 294 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 14,830 | 283 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 14,529 | 278 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,124 | 269 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,033 | 269 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 13,514 | 258 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,642 | 241 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WINTON GROUP Ltd | History | No change | 12,277 | 234 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 11,923 | 227 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 11,100 | 212 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 10,735 | 205 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 10,457 | 199 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Squarepoint Ops LLC | History | No change | 10,115 | 193 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,392 | 179 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 9,200 | 176 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 9,164 | 175 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 9,036 | 172 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,815 | 149 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,766 | 148 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,444 | 144 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,105 | 136 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 6,992 | 133 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,939 | 113 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 5,103 | 97 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,366 | 83 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantbot Technologies LP | History | No change | 3,380 | 64 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,946 | 55 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,702 | 32 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,670 | 31 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Skaana Management L.P. | History | No change | 1,500 | 28 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,174 | 22 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,166 | 22 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 1,156 | 22 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | No change | 924 | 17 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 717 | 16 | 0.0% | 0.0% | 102 | -129 | -15.25% | Q3 2026 | Oct 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 542 | 10 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 489 | 9 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 467 | 9 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sankala Group LLC | History | No change | 336 | 7 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PRIVATE TRUST CO NA | History | No change | 316 | 6 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Capital Management LLC | History | No change | 340 | 6 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 319 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 220 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 199 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 232 | 4 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 240 | 4 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 163 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 180 | 3 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 110 | 2 | 0.0% | — | 119 | +110 | New | Q3 2026 | Oct 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 112 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 116 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 116 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 67 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 75 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 73 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Covestor Ltd | History | No change | 32 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| IFP Advisors, Inc | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |