CuriosityStream Inc. - CURI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PharVision Advisers, LLC | History | Reduced | 14,883 | 44,054 | 0.45% | 0.2% | 1 | -91,189 | -85.97% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 2,212,873 | 8,408 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,492,505 | 7,377 | 0.0% | 0.0% | 3 | +31,230 | 1.27% | Q1 2026 | May 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 1,933,807 | 5,724 | 0.1% | 0.13% | 4 | -55,788 | -2.8% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,768,800 | 5,235 | 0.01% | 0.01% | 5 | +408,900 | 30.07% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,672,206 | 4,949 | 0.0% | — | 6 | +1,672,206 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 934,707 | 2,767 | 0.0% | 0.0% | 7 | +69,651 | 8.05% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 837,191 | 2,478 | 0.01% | 0.0% | 8 | +787,578 | 1587.44% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 787,026 | 2,329 | 0.0% | 0.0% | 9 | +226,842 | 40.49% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 747,092 | 2,211 | 0.0% | 0.0% | 10 | +33,010 | 4.62% | Q1 2026 | May 15, 2026 |
| Penbrook Management LLC | History | Added to | 675,150 | 1,998 | 1.51% | 0.91% | 11 | +327,850 | 94.4% | Q1 2026 | Apr 21, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 620,879 | 1,837 | 0.29% | 0.35% | 12 | +10,950 | 1.8% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 465,828 | 1,378 | 0.0% | 0.0% | 13 | +14,773 | 3.28% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 446,617 | 1,321 | 0.0% | 0.0% | 14 | +25,366 | 6.02% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 434,854 | 1,287 | 0.0% | 0.0% | 15 | +135,522 | 45.27% | Q1 2026 | May 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 322,745 | 955 | 0.0% | — | 16 | +322,745 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 316,359 | 936 | 0.0% | 0.0% | 17 | -371,682 | -54.02% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 294,980 | 873 | 0.0% | 0.0% | 18 | -431 | -0.15% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 270,649 | 801 | 0.0% | 0.0% | 19 | +18,887 | 7.5% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 243,368 | 720 | 0.0% | — | 20 | +243,368 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 233,340 | 690 | 0.0% | 0.0% | 21 | +125,794 | 116.97% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 232,371 | 687 | 0.0% | 0.0% | 22 | +135,173 | 139.07% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 194,505 | 575 | 0.05% | 0.06% | 23 | -2,756 | -1.4% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 190,101 | 562 | 0.0% | 0.0% | 24 | -1,291 | -0.67% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 177,032 | 524 | 0.03% | 0.09% | 25 | -83,586 | -32.07% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 164,425 | 486 | 0.0% | 0.0% | 26 | +29,770 | 22.11% | Q1 2026 | May 15, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 135,234 | 440 | 0.09% | 0.18% | 27 | -120,056 | -47.03% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 142,549 | 421 | 0.0% | 0.0% | 28 | -10,945 | -7.13% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 136,238 | 403 | 0.0% | 0.0% | 29 | +28,089 | 25.97% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 131,304 | 388 | 0.0% | 0.0% | 30 | -67,706 | -34.02% | Q1 2026 | May 15, 2026 |
| ARS Investment Partners, LLC | History | Added to | 121,532 | 359 | 0.02% | 0.03% | 31 | +1,710 | 1.43% | Q1 2026 | Apr 16, 2026 |
| Nuveen, LLC | History | Added to | 118,841 | 351 | 0.0% | 0.0% | 32 | +29,369 | 32.82% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 116,459 | 344 | 0.0% | 0.0% | 33 | -23,495 | -16.79% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 112,982 | 334 | 0.0% | 0.0% | 34 | -109,347 | -49.18% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 112,400 | 332 | 0.0% | 0.0% | 35 | +23,600 | 26.58% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 100,000 | 296 | 0.01% | — | 36 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 99,287 | 293 | 0.0% | 0.01% | 37 | -27,304 | -21.57% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 95,829 | 283 | 0.0% | 0.0% | 38 | -103,700 | -51.97% | Q1 2026 | May 12, 2026 |
| BURNEY CO/ | History | Reduced | 95,366 | 282 | 0.01% | 0.01% | 39 | -4,131 | -4.15% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 82,189 | 243 | 0.0% | 0.0% | 40 | -238,024 | -74.33% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Added to | 76,502 | 226 | 0.0% | 0.0% | 41 | +64,317 | 527.84% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 70,054 | 207 | 0.0% | 0.02% | 42 | -285,288 | -80.29% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 53,312 | 157 | 0.0% | 0.0% | 43 | -33,910 | -38.88% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 47,759 | 141 | 0.0% | 0.01% | 44 | -22,152 | -31.69% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 47,446 | 139 | 0.0% | 0.0% | 45 | -244,578 | -83.75% | Q1 2026 | May 13, 2026 |
| R Squared Ltd | History | Added to | 44,485 | 131 | 0.07% | 0.04% | 46 | +24,240 | 119.73% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 42,659 | 126 | 0.0% | 0.0% | 47 | -41,879 | -49.54% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 42,429 | 125 | 0.0% | 0.0% | 48 | -1,641 | -3.72% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 42,518 | 125 | 0.0% | 0.0% | 49 | -1,095 | -2.51% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Added to | 35,128 | 104 | 0.0% | 0.0% | 50 | +16,390 | 87.47% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 35,452 | 102 | 0.0% | 0.0% | 51 | +19,127 | 117.16% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 31,497 | 93 | 0.0% | 0.0% | 52 | +722 | 2.35% | Q1 2026 | Apr 15, 2026 |
| LPL Financial LLC | History | Added to | 30,906 | 91 | 0.0% | 0.0% | 54 | +18 | 0.06% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 30,957 | 91 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,683 | 88 | 0.0% | 0.0% | 55 | +13,607 | 84.64% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 28,854 | 85 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARINGS LLC | History | No change | 27,930 | 82 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 27,932 | 82 | 0.03% | 0.04% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 26,719 | 79 | 0.03% | — | 59 | +26,719 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 25,540 | 75 | 0.0% | 0.0% | 60 | +156 | 0.61% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 23,797 | 70 | 0.0% | — | 61 | +23,797 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 21,656 | 64 | 0.0% | 0.0% | 62 | -6,143 | -22.1% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,838 | 58 | 0.0% | 0.0% | 63 | +11,186 | 129.29% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 19,421 | 57 | 0.0% | 0.0% | 64 | +476 | 2.51% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 18,400 | 54 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,287 | 53 | 0.0% | — | 66 | +17,287 | New | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 17,602 | 52 | 0.0% | 0.0% | 67 | +1,272 | 7.79% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 15,994 | 47 | 0.0% | 0.0% | 68 | -29,757 | -65.04% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 16,123 | 47 | 0.0% | 0.0% | 69 | +1,290 | 8.7% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 11,000 | 41 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 12,400 | 36 | 0.0% | — | 72 | +12,400 | New | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 12,259 | 36 | 0.0% | 0.0% | 71 | -707 | -5.45% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 11,055 | 32 | 0.0% | 0.01% | 74 | -28,900 | -72.33% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,839 | 32 | 0.0% | 0.0% | 73 | -4,401 | -28.88% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | New | 10,805 | 31 | 0.0% | — | 76 | +10,805 | New | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | No change | 10,596 | 31 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vanguard Global Advisers, LLC | History | New | 9,620 | 28 | 0.0% | — | 77 | +9,620 | New | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,365 | 27 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,271 | 21 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,778 | 20 | 0.0% | 0.0% | 80 | +3,905 | 135.92% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 6,000 | 17 | 0.0% | 0.0% | 81 | +5,500 | 1100.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 3,895 | 11 | 0.0% | 0.0% | 82 | -600 | -13.35% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,263 | 9 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,490 | 7 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 2,145 | 6 | 0.0% | 0.0% | 85 | +1,220 | 131.89% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,212 | 6 | 0.0% | 0.0% | 86 | -303 | -12.05% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 1,800 | 5 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 1,261 | 3 | 0.0% | 0.0% | 88 | +494 | 64.41% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 786 | 2 | 0.0% | 0.0% | 89 | -1,679 | -68.11% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | No change | 991 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 206 | 1 | 0.0% | 0.0% | 91 | -19,388 | -98.95% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 356 | 1 | 0.0% | 0.0% | 92 | -18 | -4.81% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 450 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 350 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MYDA Advisors LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -275,000 | -100.0% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -253,006 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -217,959 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -174,616 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73,853 | -100.0% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -65,771 | -100.0% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64,367 | -100.0% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,930 | -100.0% | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,140 | -100.0% | Q1 2026 | May 04, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -28,393 | -100.0% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,319 | -100.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,630 | -100.0% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,878 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,648 | -100.0% | Q1 2026 | May 01, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,378 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,194 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,235 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,687 | -100.0% | Q1 2026 | May 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,050 | -100.0% | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,797 | -100.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -10,386 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,056 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,284 | -100.0% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -344 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 300 | 0 | — | — | — | +290 | 2900.0% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 248 | 0 | — | — | — | +248 | New | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -126 | -100.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | New | 82 | 0 | — | — | — | +82 | New | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 149 | 0 | — | — | — | -64 | -30.05% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | New | 53 | 0 | — | — | — | +53 | New | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | New | 51 | 0 | — | — | — | +51 | New | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 209 | 0 | — | — | — | -2 | -0.95% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 15 | 0 | — | — | — | -1 | -6.25% | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | No change | 110 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Planning,Inc | History | No change | 300 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |