Critical Metals Corp. - CRML
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,344,240 | 34,493 | 0.0% | 0.0% | 1 | +1,959,393 | 82.16% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 3,618,100 | 28,727 | 0.0% | 0.0% | 2 | +733,877 | 25.44% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 3,291,095 | 26,131 | 0.0% | 0.0% | 3 | +1,095,058 | 49.87% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,733,943 | 13,767 | 0.0% | 0.0% | 4 | +1,389,875 | 403.95% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,655,833 | 13,147 | 0.0% | 0.0% | 5 | +795,133 | 92.38% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | New | 1,526,568 | 12,120 | 0.08% | — | 6 | +1,526,568 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 448,759 | 9,018 | 0.01% | 0.0% | 7 | +424,525 | 1751.77% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 929,971 | 7,383 | 0.0% | 0.0% | 8 | +233,421 | 33.51% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 876,392 | 6,958 | 0.0% | 0.0% | 9 | +413,432 | 89.3% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 804,787 | 6,390 | 0.0% | 0.0% | 10 | +170,081 | 26.8% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 781,059 | 6,201 | 0.0% | 0.0% | 11 | +763,579 | 4368.3% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 717,711 | 5,698 | 0.01% | — | 12 | +717,711 | New | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 600,369 | 4,766 | 0.0% | — | 13 | +600,369 | New | Q1 2026 | May 08, 2026 |
| Bridgewater Associates, LP | History | Reduced | 519,753 | 4,126 | 0.02% | 0.02% | 14 | -90,732 | -14.86% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 488,136 | 3,875 | 0.0% | 0.0% | 15 | +367,018 | 303.03% | Q1 2026 | May 15, 2026 |
| Clear Street Group Inc. | History | New | 487,291 | 3,869 | 0.02% | — | 16 | +487,291 | New | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 447,200 | 3,550 | 0.01% | 0.0% | 17 | +254,600 | 132.19% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 420,446 | 3,338 | 0.0% | 0.0% | 18 | +6,288 | 1.52% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | New | 983,200 | 3,327 | 0.01% | — | 19 | +983,200 | New | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 407,290 | 3,233 | 0.01% | 0.01% | 20 | -108,536 | -21.04% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 446,592 | 3,099 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 332,942 | 2,643 | 0.0% | 0.0% | 22 | +40,541 | 13.86% | Q1 2026 | May 12, 2026 |
| Walleye Trading LLC | History | New | 321,400 | 2,551 | 0.0% | — | 23 | +321,400 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 303,555 | 2,410 | 0.0% | 0.0% | 24 | +81,561 | 36.74% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 274,448 | 2,179 | 0.0% | 0.0% | 25 | +100 | 0.04% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | New | 259,486 | 2,060 | 0.0% | — | 26 | +259,486 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 254,139 | 2,017 | 0.03% | 0.03% | 27 | -65,986 | -20.61% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 229,907 | 1,825 | 0.0% | 0.0% | 28 | +176,123 | 327.46% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 208,936 | 1,658 | 0.0% | 0.0% | 29 | -76,980 | -26.92% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 202,247 | 1,605 | 0.0% | 0.0% | 30 | +113,960 | 129.08% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 195,238 | 1,550 | 0.01% | 0.0% | 31 | +86,180 | 79.02% | Q1 2026 | May 08, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 185,416 | 1,472 | 0.0% | 0.08% | 32 | -3,723,754 | -95.26% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 164,643 | 1,307 | 0.0% | 0.0% | 33 | -548,423 | -76.91% | Q1 2026 | Apr 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 162,194 | 1,287 | 0.0% | 0.0% | 34 | +146,792 | 953.07% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 151,965 | 1,206 | 0.0% | 0.0% | 35 | -420,240 | -73.44% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 148,603 | 1,179 | 0.0% | 0.0% | 36 | -216,065 | -59.25% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | New | 138,934 | 1,103 | 0.0% | — | 37 | +138,934 | New | Q1 2026 | May 13, 2026 |
| Empery Asset Management, LP | History | Reduced | 132,039 | 1,048 | 1.26% | 3.01% | 38 | -359,421 | -73.13% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 128,186 | 1,017 | 0.0% | 0.0% | 39 | +16,660 | 14.94% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 123,904 | 983 | 0.0% | 0.0% | 40 | +29,427 | 31.15% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 138,152 | 958 | 0.0% | 0.0% | 41 | +42,587 | 44.56% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 105,230 | 835 | 0.0% | 0.0% | 42 | +86,582 | 464.3% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 103,359 | 820 | 0.0% | 0.0% | 43 | +77,935 | 306.54% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 85,517 | 679 | 0.0% | 0.0% | 44 | +7,576 | 9.72% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 68,492 | 543 | 0.0% | 0.0% | 45 | +21,098 | 44.52% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 66,825 | 530 | 0.02% | 0.0% | 46 | +51,325 | 331.13% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 65,992 | 505 | 0.0% | 0.0% | 47 | +45,288 | 218.74% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 63,042 | 500 | 0.0% | 0.0% | 48 | -79 | -0.13% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 61,597 | 489 | 0.0% | 0.0% | 49 | +18,118 | 41.67% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 57,473 | 456 | 0.01% | 0.01% | 50 | -19,873 | -25.69% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | New | 54,598 | 433 | 0.0% | — | 51 | +54,598 | New | Q1 2026 | May 15, 2026 |
| Next Level Private LLC | History | No change | 53,955 | 428 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | New | 53,803 | 427 | 0.0% | — | 53 | +53,803 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 52,279 | 415 | 0.0% | 0.0% | 54 | -3,752 | -6.7% | Q1 2026 | Apr 30, 2026 |
| Headlands Technologies LLC | History | New | 44,482 | 353 | 0.04% | — | 55 | +44,482 | New | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 42,003 | 333 | 0.0% | 0.0% | 56 | -13,250 | -23.98% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 40,100 | 318 | 0.0% | 0.0% | 57 | -17,800 | -30.74% | Q1 2026 | Apr 24, 2026 |
| Canton Hathaway, LLC | History | Reduced | 39,500 | 313 | 0.06% | 0.07% | 58 | -15,000 | -27.52% | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | Added to | 38,680 | 307 | 0.0% | 0.0% | 59 | +17,680 | 84.19% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 36,991 | 294 | 0.0% | 0.0% | 60 | +16,592 | 81.34% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 35,731 | 283 | 0.0% | 0.0% | 61 | -26,374 | -42.47% | Q1 2026 | May 11, 2026 |
| Financial Sense Advisors, Inc. | History | New | 35,000 | 277 | 0.06% | — | 62 | +35,000 | New | Q1 2026 | May 14, 2026 |
| Warberg Asset Management LLC | History | No change | 33,000 | 262 | 0.04% | 0.03% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 32,821 | 260 | 0.0% | — | 64 | +32,821 | New | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Added to | 32,394 | 257 | 0.0% | 0.0% | 65 | +6,064 | 23.03% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,383 | 249 | 0.0% | 0.0% | 66 | +806 | 2.64% | Q1 2026 | May 14, 2026 |
| Shay Capital LLC | History | Added to | 31,350 | 248 | 0.02% | 0.01% | 67 | +21,350 | 213.5% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 31,200 | 247 | 0.0% | 0.0% | 68 | +1,311 | 4.39% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 27,346 | 217 | 0.0% | — | 70 | +27,346 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 27,332 | 217 | 0.0% | 0.0% | 69 | +6,296 | 29.93% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | New | 27,295 | 216 | 0.03% | — | 73 | +27,295 | New | Q1 2026 | May 13, 2026 |
| Penserra Capital Management LLC | History | New | 27,225 | 216 | 0.0% | — | 71 | +27,225 | New | Q1 2026 | May 11, 2026 |
| Defiance ETFs, LLC | History | New | 27,225 | 216 | 0.0% | — | 72 | +27,225 | New | Q1 2026 | May 15, 2026 |
| Cygnus Capital Advisors, LLC | History | New | 26,617 | 211 | 0.14% | — | 74 | +26,617 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,363 | 204 | 0.0% | 0.0% | 75 | +6,062 | 33.12% | Q1 2026 | Apr 08, 2026 |
| Tidal Investments LLC | History | New | 25,394 | 201 | 0.0% | — | 77 | +25,394 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 25,386 | 201 | 0.0% | 0.0% | 76 | +316 | 1.26% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 24,410 | 193 | 0.0% | 0.0% | 78 | -934 | -3.69% | Q1 2026 | May 08, 2026 |
| Optimize Financial Inc | History | New | 23,168 | 183 | 0.09% | — | 79 | +23,168 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 26,687 | 178 | 0.0% | 0.0% | 80 | +7,492 | 39.03% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 21,452 | 170 | 0.0% | 0.0% | 81 | -1,539 | -6.69% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 20,417 | 162 | 0.0% | — | 82 | +20,417 | New | Q1 2026 | May 14, 2026 |
| Banque Cantonale Vaudoise | History | New | 20,300 | 161 | 0.01% | — | 83 | +20,300 | New | Q1 2026 | Apr 20, 2026 |
| Quantbot Technologies LP | History | Added to | 19,002 | 150 | 0.01% | 0.0% | 84 | +8,327 | 78.0% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 18,104 | 143 | 0.01% | 0.01% | 85 | +1,300 | 7.74% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 17,134 | 136 | 0.0% | — | 86 | +17,000 | 12686.57% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,252 | 136 | 0.0% | 0.0% | 87 | +14,644 | 561.5% | Q1 2026 | May 15, 2026 |
| Fosun International Ltd | History | New | 16,666 | 132 | 0.03% | — | 88 | +16,666 | New | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 16,412 | 130 | 0.0% | 0.0% | 89 | +7,254 | 79.21% | Q1 2026 | Apr 29, 2026 |
| Ballentine Partners, LLC | History | Reduced | 15,345 | 121 | 0.0% | 0.0% | 90 | -383 | -2.44% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 14,630 | 116 | 0.0% | 0.0% | 91 | +1,829 | 14.29% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 14,550 | 115 | 0.05% | 0.08% | 92 | -24,495 | -62.74% | Q1 2026 | Apr 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 14,300 | 113 | 0.0% | 0.0% | 93 | +5,600 | 64.37% | Q1 2026 | May 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 13,665 | 108 | 0.0% | 0.0% | 94 | -66,996 | -83.06% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,089 | 106 | 0.0% | 0.0% | 95 | +8,918 | 144.51% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 12,563 | 99 | 0.0% | 0.0% | 96 | -216 | -1.69% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 12,060 | 95 | 0.0% | — | 98 | +12,060 | New | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,008 | 95 | 0.0% | 0.0% | 97 | +2,104 | 21.24% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11,591 | 92 | 0.0% | 0.0% | 99 | +4,576 | 65.23% | Q1 2026 | Apr 27, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 11,566 | 91 | 0.0% | 0.0% | 101 | -1,222 | -9.56% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,500 | 91 | 0.0% | 0.0% | 100 | -1,000 | -8.0% | Q1 2026 | Apr 20, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | New | 11,370 | 90 | 0.02% | — | 102 | +11,370 | New | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | New | 11,150 | 88 | 0.0% | — | 103 | +11,150 | New | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,947 | 87 | 0.0% | 0.0% | 104 | +6,002 | 121.38% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 10,332 | 82 | 0.0% | — | 105 | +10,332 | New | Q1 2026 | May 05, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 10,000 | 79 | 0.0% | — | 106 | +10,000 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,702 | 77 | 0.0% | 0.0% | 107 | +9,036 | 1356.76% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 8,005 | 63 | 0.0% | — | 108 | +8,005 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 6,750 | 53 | 0.0% | 0.0% | 109 | -1,912 | -22.07% | Q1 2026 | Apr 07, 2026 |
| State of Wyoming | History | New | 6,385 | 50 | 0.01% | — | 110 | +6,385 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,239 | 41 | 0.0% | 0.0% | 111 | +1,853 | 54.73% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Added to | 5,138 | 40 | 0.0% | 0.0% | 112 | +782 | 17.95% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,771 | 37 | 0.0% | 0.0% | 113 | +2,054 | 75.6% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Reduced | 4,000 | 31 | 0.0% | 0.0% | 114 | -3,500 | -46.67% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,006 | 31 | 0.0% | 0.0% | 115 | -118 | -2.86% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,738 | 29 | 0.0% | 0.0% | 116 | +3,400 | 1005.92% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Added to | 3,295 | 26 | 0.0% | 0.0% | 117 | +1,077 | 48.56% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,211 | 26 | 0.0% | 0.0% | 118 | +648 | 25.28% | Q1 2026 | Apr 07, 2026 |
| Skaana Management L.P. | History | New | 3,200 | 25 | 0.01% | — | 120 | +3,200 | New | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 3,180 | 25 | 0.0% | 0.0% | 119 | +393 | 14.1% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | New | 3,000 | 23 | 0.0% | — | 121 | +3,000 | New | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 2,862 | 22 | 0.0% | 0.0% | 122 | +1,885 | 192.94% | Q1 2026 | May 07, 2026 |
| Hickory Point Bank & Trust | History | New | 2,500 | 19 | 0.01% | — | 123 | +2,500 | New | Q1 2026 | Apr 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,349 | 16 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 2,000 | 15 | 0.01% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| True Wealth Design, LLC | History | No change | 1,759 | 13 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| North Star Investment Management Corp. | History | New | 1,530 | 12 | 0.0% | — | 127 | +1,530 | New | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | New | 1,400 | 11 | 0.0% | — | 129 | +1,400 | New | Q1 2026 | Apr 20, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,500 | 11 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,354 | 10 | 0.0% | 0.0% | 130 | -363 | -21.14% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,322 | 10 | 0.0% | 0.0% | 131 | -278 | -17.38% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 1,176 | 9 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Ascentis Independent Advisors | History | New | 1,071 | 8 | 0.0% | — | 138 | +1,071 | New | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | New | 1,000 | 8 | 0.0% | — | 137 | +1,000 | New | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,100 | 8 | 0.0% | 0.0% | 133 | +200 | 22.22% | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,083 | 8 | 0.0% | 0.0% | 136 | -170 | -13.57% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,042 | 8 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Bridge, LLC | History | No change | 1,125 | 8 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 1,000 | 7 | 0.0% | — | 139 | +1,000 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,000 | 7 | 0.0% | — | 140 | +1,000 | New | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 864 | 6 | 0.0% | — | 141 | +730 | 544.78% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | New | 570 | 4 | 0.0% | — | 142 | +570 | New | Q1 2026 | Apr 22, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 545 | 4 | 0.0% | — | 143 | +545 | New | Q1 2026 | May 06, 2026 |
| Citizens National Bank Trust Department | History | New | 380 | 3 | 0.0% | — | 146 | +380 | New | Q1 2026 | May 04, 2026 |
| HighMark Wealth Management LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 472 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | New | 289 | 2 | 0.0% | — | 148 | +289 | New | Q1 2026 | May 19, 2026 |
| Ameritas Advisory Services, LLC | History | New | 273 | 2 | 0.0% | — | 150 | +273 | New | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 260 | 2 | 0.0% | — | 149 | +260 | New | Q1 2026 | Apr 30, 2026 |
| NFSG Corp | History | Added to | 325 | 2 | 0.0% | 0.0% | 147 | +75 | 30.0% | Q1 2026 | May 05, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 151 | 1 | 0.0% | 0.0% | 153 | +63 | 71.59% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Added to | 227 | 1 | 0.0% | 0.0% | 155 | +58 | 34.32% | Q1 2026 | Apr 06, 2026 |
| ADIRONDACK TRUST CO | History | No change | 138 | 1 | 0.0% | — | 151 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 285 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JDM Financial Group LLC | History | No change | 201 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 150 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -388,260 | -100.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -183,074 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -150,073 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136,247 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -102,022 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,234 | -100.0% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -38,957 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,874 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,000 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,042 | -100.0% | Q1 2026 | May 12, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,578 | -100.0% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,822 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.0% | — | -11,779 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,005 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,050 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Saba Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,522 | -100.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,423 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 117 | 0 | — | 0.0% | — | -118 | -50.21% | Q1 2026 | Apr 24, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -115 | -100.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | Apr 07, 2026 |
| POM Investment Strategies, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | New | 83 | 0 | — | — | — | +83 | New | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q1 2026 | May 13, 2026 |
| Roxbury Financial LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q1 2026 | May 07, 2026 |
| Optiver Holding B.V. | History | New | 53 | 0 | — | — | — | +53 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 7 | 0 | — | — | — | -21 | -75.0% | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 03, 2026 |
| Sunrise Financial Services, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 123 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financially Speaking Inc | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |