DocGo Inc. - DCGO
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 | 5,092,950 | 4,471 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 6,366,028 | 4,004 | 0.0% | 0.0% | 2 | -63,003 | -0.98% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,682,568 | 2,316 | 0.0% | — | 3 | +3,682,568 | New | Q1 2026 | May 15, 2026 |
| P.A.W. CAPITAL CORP | History | No change | 3,000,000 | 1,887 | 5.14% | 5.72% | 4 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Knott David M Jr | History | No change | 2,670,850 | 1,680 | 1.0% | 1.09% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,583,500 | 1,625 | 0.0% | 0.0% | 6 | -132,000 | -4.86% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,410,069 | 1,516 | 0.0% | 0.0% | 7 | +150,168 | 6.64% | Q1 2026 | May 15, 2026 |
| S SQUARED TECHNOLOGY, LLC | History | No change | 2,055,271 | 1,292 | 0.49% | 0.7% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,966,843 | 1,237 | 0.0% | 0.0% | 9 | -2,760 | -0.14% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,510,361 | 950 | 0.0% | 0.0% | 10 | +944,826 | 167.07% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,522,354 | 947 | 0.0% | 0.0% | 11 | +114,561 | 8.14% | Q1 2026 | May 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 1,465,000 | 921 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Peapod Lane Capital LLC | History | New | 1,129,194 | 697 | 0.57% | — | 13 | +1,129,194 | New | Q1 2026 | May 01, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 1,013,056 | 637 | 0.07% | 0.09% | 14 | +124,211 | 13.97% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,006,665 | 633 | 0.0% | 0.0% | 15 | +201,238 | 24.99% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | New | 86,634 | 513 | 0.0% | — | 16 | +86,634 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 779,261 | 490 | 0.0% | — | 17 | +779,261 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 735,258 | 462 | 0.0% | 0.0% | 18 | +583,365 | 384.06% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 697,788 | 438 | 0.0% | 0.0% | 19 | +6,733 | 0.97% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 672,886 | 423 | 0.0% | 0.0% | 20 | -95,611 | -12.44% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 605,123 | 380 | 0.0% | 0.0% | 21 | +41,140 | 7.29% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 547,988 | 344 | 0.0% | — | 22 | +547,988 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 351,387 | 220 | 0.0% | 0.0% | 23 | -247,278 | -41.3% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Reduced | 338,515 | 212 | 0.0% | 0.0% | 24 | -20,000 | -5.58% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 333,835 | 210 | 0.0% | 0.01% | 25 | -205,471 | -38.1% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 277,300 | 174 | 0.0% | 0.0% | 26 | -144,182 | -34.21% | Q1 2026 | May 15, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 269,887 | 169 | 0.05% | 0.07% | 27 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 235,099 | 147 | 0.0% | — | 28 | +235,099 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 224,520 | 141 | 0.0% | 0.0% | 29 | -1,285 | -0.57% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 205,634 | 129 | 0.0% | 0.0% | 30 | +1,073 | 0.52% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 199,843 | 119 | 0.0% | 0.0% | 31 | -45,500 | -18.55% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 134,360 | 117 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 183,343 | 115 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 177,297 | 111 | 0.0% | 0.0% | 34 | +82,786 | 87.59% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 172,531 | 108 | 0.0% | 0.0% | 35 | +22,627 | 15.09% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 153,835 | 96 | 0.0% | — | 36 | +153,835 | New | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 134,831 | 84 | 0.0% | 0.0% | 37 | -479,531 | -78.05% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 111,061 | 69 | 0.0% | 0.0% | 39 | +88,760 | 398.01% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 111,272 | 69 | 0.0% | 0.0% | 38 | -17,759 | -13.76% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 103,626 | 65 | 0.0% | 0.0% | 40 | -19,322 | -15.72% | Q1 2026 | May 05, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 100,000 | 62 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 97,828 | 61 | 0.0% | 0.0% | 42 | -2,367 | -2.36% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 84,514 | 59 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 90,339 | 56 | 0.0% | 0.0% | 44 | +11,086 | 13.99% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | No change | 85,804 | 53 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 78,801 | 49 | 0.0% | 0.0% | 46 | +22,288 | 39.44% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 75,163 | 47 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 68,830 | 43 | 0.0% | 0.0% | 48 | +57,910 | 530.31% | Q1 2026 | May 13, 2026 |
| NINE MASTS CAPITAL Ltd | History | Added to | 68,750 | 43 | 0.01% | 0.0% | 49 | +47,617 | 225.32% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 67,750 | 42 | 0.0% | 0.0% | 50 | +36,038 | 113.64% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 61,813 | 38 | 0.0% | 0.0% | 51 | +54,800 | 781.41% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 54,938 | 34 | 0.0% | 0.0% | 52 | -92,232 | -62.67% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 36,200 | 31 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 46,937 | 30 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 45,263 | 28 | 0.0% | 0.0% | 55 | +36,327 | 406.52% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 42,769 | 26 | 0.0% | 0.0% | 56 | +1,020 | 2.44% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 41,230 | 25 | 0.0% | — | 57 | +41,230 | New | Q1 2026 | May 05, 2026 |
| Birchview Capital, LP | History | Reduced | 39,573 | 24 | 0.01% | 0.03% | 58 | -10,335 | -20.71% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 35,026 | 22 | 0.0% | — | 60 | +35,026 | New | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 35,000 | 22 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 33,975 | 21 | 0.0% | 0.0% | 61 | -66,836 | -66.3% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 33,700 | 21 | 0.0% | 0.0% | 62 | -11,700 | -25.77% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 32,473 | 20 | 0.0% | 0.0% | 63 | +20,914 | 180.93% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | New | 30,245 | 19 | 0.0% | — | 64 | +30,245 | New | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 30,017 | 18 | 0.0% | 0.0% | 66 | -322,732 | -91.49% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,328 | 18 | 0.0% | 0.0% | 68 | +17,249 | 142.8% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,446 | 18 | 0.0% | 0.0% | 67 | +8,357 | 39.63% | Q1 2026 | May 05, 2026 |
| STRS OHIO | History | No change | 28,700 | 18 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 30,000 | 18 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 28,793 | 18 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | New | 28,073 | 17 | 0.0% | — | 71 | +28,073 | New | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | No change | 27,000 | 16 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,970 | 15 | 0.0% | 0.0% | 74 | -14,065 | -36.98% | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 23,986 | 15 | 0.0% | 0.0% | 73 | -6,364 | -20.97% | Q1 2026 | May 13, 2026 |
| SIG BROKERAGE, LP | History | No change | 25,000 | 15 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 23,451 | 14 | 0.0% | 0.0% | 77 | +11,747 | 100.37% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 22,329 | 14 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 22,090 | 13 | 0.0% | — | 80 | +22,090 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 22,066 | 13 | 0.0% | 0.0% | 79 | +8,951 | 68.25% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 21,156 | 13 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 19,208 | 12 | 0.0% | 0.0% | 81 | -38 | -0.2% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 20,622 | 12 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MARSHALL WACE, LLP | History | New | 18,889 | 11 | 0.0% | — | 83 | +18,889 | New | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 17,111 | 10 | 0.0% | 0.0% | 84 | -122,780 | -87.77% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 17,478 | 9 | 0.0% | — | 85 | +17,478 | New | Q1 2026 | Apr 08, 2026 |
| GC Wealth Management RIA, LLC | History | New | 15,000 | 9 | 0.0% | — | 86 | +15,000 | New | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 11,990 | 8 | 0.0% | 0.03% | 89 | -329,283 | -96.49% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 14,214 | 8 | 0.0% | — | 90 | +14,214 | New | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,035 | 8 | 0.0% | 0.0% | 88 | -3,393 | -20.65% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 14,286 | 8 | 0.0% | 0.0% | 87 | +1,975 | 16.04% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 11,147 | 7 | 0.0% | 0.0% | 93 | -68,867 | -86.07% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 11,682 | 7 | 0.0% | — | 94 | +11,682 | New | Q1 2026 | Apr 15, 2026 |
| Abel Hall, LLC | History | New | 11,434 | 7 | 0.0% | — | 95 | +11,434 | New | Q1 2026 | Apr 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 11,340 | 7 | 0.0% | 0.0% | 91 | -7,393 | -39.47% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | No change | 12,500 | 7 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | New | 10,976 | 6 | 0.0% | — | 99 | +10,976 | New | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 10,598 | 6 | 0.0% | — | 98 | +10,598 | New | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,639 | 6 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 10,387 | 6 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legal & General Group Plc | History | No change | 8,761 | 5 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,798 | 4 | 0.0% | 0.0% | 101 | +2,391 | 54.25% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 7,545 | 4 | 0.0% | 0.0% | 102 | -1,861 | -19.79% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 4,177 | 2 | 0.0% | 0.0% | 103 | -141,509 | -97.13% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,976 | 1 | 0.0% | 0.0% | 104 | -2,206 | -42.57% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,186 | 1 | 0.0% | — | 105 | +1,722 | 371.12% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -240,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200,947 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188,766 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -188,600 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -85,435 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.0% | — | -39,935 | -100.0% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,154 | -100.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,547 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,989 | -100.0% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Next Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,171 | -100.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -5,520 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,825 | -100.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,428 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,295 | -100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 1,113 | 0 | — | — | — | +1,113 | New | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Reduced | 1,094 | 0 | — | 0.0% | — | -1,101 | -50.16% | Q1 2026 | May 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 536 | 0 | — | — | — | +536 | New | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 414 | 0 | — | — | — | +414 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 403 | 0 | — | — | — | +403 | New | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 320 | 0 | — | — | — | +309 | 2809.09% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Added to | 236 | 0 | — | — | — | +229 | 3271.43% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 143 | 0 | — | — | — | +143 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 136 | 0 | — | — | — | +136 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 135 | 0 | — | — | — | +135 | New | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 130 | 0 | — | — | — | +130 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 122 | 0 | — | — | — | +47 | 62.67% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 774 | 0 | — | — | — | +11 | 1.44% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 136 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | No change | 1,502 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |