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 CAPITAL MANAGEMENT LLC | History | Added to | 3,728,207 | 1,923 | 0.0% | 0.0% | 1 | +45,639 | 1.24% | Q2 2026 | Aug 13, 2026 |
| P.A.W. CAPITAL CORP | History | Added to | 3,505,000 | 1,808 | 1.41% | 5.14% | 2 | +500,000 | 16.64% | Q2 2026 | Jul 28, 2026 |
| Knott David M Jr | History | No change | 2,670,850 | 1,378 | 0.73% | 1.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peapod Lane Capital LLC | History | Added to | 2,500,118 | 1,290 | 0.87% | 0.57% | 4 | +1,370,924 | 121.41% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,364,510 | 1,220 | 0.0% | 0.0% | 5 | -218,990 | -8.48% | Q2 2026 | Sep 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,254,370 | 1,163 | 0.0% | 0.0% | 6 | +744,009 | 49.26% | Q2 2026 | Aug 13, 2026 |
| S SQUARED TECHNOLOGY, LLC | History | No change | 2,055,271 | 1,060 | 0.33% | 0.49% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,792,971 | 918 | 0.0% | 0.0% | 8 | +270,617 | 17.78% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,708,962 | 881 | 0.0% | 0.0% | 9 | +973,704 | 132.43% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 1,465,000 | 756 | 0.01% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 1,454,063 | 750 | 0.0% | 0.0% | 11 | -4,911,965 | -77.16% | Q2 2026 | Aug 07, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 1,191,977 | 615 | 0.06% | 0.07% | 12 | +178,921 | 17.66% | Q2 2026 | Jul 20, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,065,850 | 550 | 0.0% | 0.0% | 13 | -1,344,219 | -55.78% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 1,001,912 | 517 | 0.03% | 0.0% | 14 | +989,922 | 8256.23% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 840,645 | 433 | 0.0% | 0.0% | 15 | +235,522 | 38.92% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | New | 650,000 | 335 | 0.01% | — | 16 | +650,000 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 603,449 | 311 | 0.0% | 0.0% | 17 | +55,461 | 10.12% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 436,021 | 225 | 0.0% | 0.0% | 18 | -236,865 | -35.2% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 421,319 | 217 | 0.0% | 0.0% | 19 | -1,545,524 | -78.58% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 343,711 | 177 | 0.0% | — | 20 | +343,711 | New | Q2 2026 | Aug 14, 2026 |
| Marquette Asset Management, LLC | History | New | 338,344 | 174 | 0.02% | — | 23 | +338,344 | New | Q2 2026 | Jul 09, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 338,877 | 174 | 0.0% | 0.0% | 21 | +314,891 | 1312.81% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 338,515 | 174 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 333,804 | 172 | 0.0% | 0.0% | 24 | +230,178 | 222.12% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 278,275 | 143 | 0.0% | 0.0% | 25 | +199,474 | 253.14% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | New | 268,987 | 138 | 0.0% | — | 26 | +268,987 | New | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 260,241 | 134 | 0.0% | 0.0% | 27 | -519,020 | -66.6% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 244,026 | 125 | 0.0% | 0.0% | 28 | +132,965 | 119.72% | Q2 2026 | Aug 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 235,099 | 121 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 202,080 | 104 | 0.0% | 0.0% | 30 | -495,708 | -71.04% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 183,343 | 94 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 175,760 | 90 | 0.0% | 0.0% | 32 | -830,905 | -82.54% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 172,156 | 88 | 0.0% | 0.0% | 33 | -179,231 | -51.01% | Q2 2026 | Aug 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 163,017 | 84 | 0.0% | 0.0% | 34 | -114,283 | -41.21% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 153,835 | 79 | 0.0% | 0.0% | 35 | -180,000 | -53.92% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 153,835 | 79 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 152,264 | 78 | 0.0% | 0.0% | 37 | -47,579 | -23.81% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Reduced | 107,451 | 55 | 0.0% | 0.0% | 38 | -65,080 | -37.72% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 84,514 | 53 | 0.0% | — | 40 | +84,514 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 84,514 | 53 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jain Global LLC | History | Added to | 100,277 | 51 | 0.0% | 0.0% | 41 | +89,130 | 799.59% | Q2 2026 | Aug 14, 2026 |
| BBR PARTNERS, LLC | History | No change | 85,804 | 44 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Added to | 83,454 | 43 | 0.0% | 0.0% | 43 | +55,381 | 197.27% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 77,227 | 39 | 0.0% | 0.0% | 44 | -57,604 | -42.72% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 77,000 | 39 | 0.0% | 0.0% | 45 | +8,170 | 11.87% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 73,781 | 38 | 0.0% | 0.0% | 46 | -103,516 | -58.39% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 70,233 | 36 | 0.0% | 0.0% | 47 | +48,143 | 217.94% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 55,226 | 32 | 0.0% | 0.0% | 48 | +37,748 | 215.97% | Q2 2026 | Jul 15, 2026 |
| Virtu Financial LLC | History | New | 56,585 | 29 | 0.0% | — | 50 | +56,585 | New | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 57,000 | 29 | 0.0% | 0.0% | 49 | -4,813 | -7.79% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 45,263 | 28 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 46,983 | 24 | 0.0% | 0.0% | 52 | +32,769 | 230.54% | Q2 2026 | Aug 19, 2026 |
| Arax Advisory Partners | History | Added to | 42,979 | 22 | 0.0% | — | 53 | +42,843 | 31502.21% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 42,056 | 21 | 0.0% | 0.0% | 54 | -69,216 | -62.2% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | New | 41,421 | 21 | 0.0% | — | 55 | +41,421 | New | Q2 2026 | Aug 14, 2026 |
| Birchview Capital, LP | History | Reduced | 39,062 | 20 | 0.01% | 0.01% | 56 | -511 | -1.29% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 38,560 | 19 | 0.0% | — | 59 | +38,560 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 37,447 | 19 | 0.0% | 0.0% | 58 | +26,471 | 241.17% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 37,430 | 19 | 0.0% | 0.0% | 57 | -3,800 | -9.22% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,131 | 18 | 0.0% | 0.0% | 61 | +5,685 | 19.31% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 35,000 | 18 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 35,026 | 18 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 29,980 | 15 | 0.0% | — | 64 | +29,980 | New | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 30,017 | 15 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 29,012 | 14 | 0.0% | 0.0% | 66 | +18,414 | 173.75% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 28,132 | 14 | 0.0% | 0.0% | 65 | -2,113 | -6.99% | Q2 2026 | Aug 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 28,793 | 14 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BRIGHTON JONES LLC | History | Added to | 25,302 | 13 | 0.0% | 0.0% | 69 | +14,388 | 131.83% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 26,200 | 13 | 0.0% | 0.0% | 68 | -7,500 | -22.26% | Q2 2026 | Aug 17, 2026 |
| LPL Financial LLC | History | No change | 27,000 | 13 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 25,111 | 12 | 0.0% | 0.0% | 71 | -29,827 | -54.29% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | New | 25,000 | 12 | 0.0% | — | 73 | +25,000 | New | Q2 2026 | Aug 12, 2026 |
| SIG BROKERAGE, LP | History | No change | 25,000 | 12 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,182 | 11 | 0.0% | 0.0% | 75 | -74,646 | -76.3% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 22,329 | 11 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,958 | 10 | 0.0% | 0.0% | 76 | -69,381 | -76.8% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | New | 19,786 | 10 | 0.01% | — | 79 | +19,786 | New | Q2 2026 | Aug 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 19,565 | 10 | 0.0% | — | 78 | +19,565 | New | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,201 | 10 | 0.0% | 0.0% | 77 | +8,519 | 72.92% | Q2 2026 | Jul 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 15,535 | 8 | 0.0% | — | 81 | +15,535 | New | Q2 2026 | Jul 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 16,009 | 8 | 0.0% | 0.0% | 80 | -7,442 | -31.73% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 15,262 | 7 | 0.0% | — | 84 | +15,262 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,200 | 7 | 0.0% | 0.0% | 82 | -15,128 | -51.58% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | New | 14,760 | 7 | 0.0% | — | 85 | +14,760 | New | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | New | 13,595 | 7 | 0.0% | — | 87 | +13,595 | New | Q2 2026 | Aug 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 13,580 | 7 | 0.0% | — | 86 | +13,580 | New | Q2 2026 | Aug 11, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 15,000 | 7 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,814 | 6 | 0.0% | 0.0% | 89 | -211,706 | -94.29% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 13,375 | 6 | 0.0% | — | 91 | +13,375 | New | Q2 2026 | Aug 14, 2026 |
| Caerus Investment Advisors, LLC | History | New | 12,278 | 6 | 0.0% | — | 92 | +12,278 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,862 | 6 | 0.0% | 0.0% | 88 | +4,064 | 59.78% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 12,500 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JMN Financial LLC | History | New | 11,380 | 5 | 0.0% | — | 95 | +11,380 | New | Q2 2026 | Aug 10, 2026 |
| Pallas Capital Advisors LLC | History | New | 10,881 | 5 | 0.0% | — | 94 | +10,881 | New | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 10,387 | 5 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARCLAYS PLC | History | Reduced | 5,300 | 2 | 0.0% | 0.0% | 96 | -11,811 | -69.03% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 5,753 | 2 | 0.0% | 0.0% | 97 | -8,533 | -59.73% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,121 | 1 | 0.0% | 0.0% | 98 | -18,945 | -85.86% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 2,892 | 1 | 0.0% | — | 99 | +1,779 | 159.84% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,586 | 1 | 0.0% | 0.0% | 100 | +1,400 | 64.04% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Added to | 2,401 | 1 | 0.0% | — | 101 | +1,307 | 119.47% | Q2 2026 | Aug 10, 2026 |
| ForthRight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -269,887 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205,634 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -134,360 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86,634 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -75,163 | -100.0% | Q2 2026 | Aug 07, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -68,750 | -100.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,750 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -46,937 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -42,769 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -33,975 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,473 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -28,700 | -100.0% | Q2 2026 | Jul 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,970 | -100.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -21,156 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -20,622 | -100.0% | Q2 2026 | Jul 23, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,889 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,482 | 0 | — | 0.0% | — | -17,726 | -92.28% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,035 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,434 | -100.0% | Q2 2026 | Jul 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,340 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,639 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,761 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,545 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Reduced | 4 | 0 | — | 0.0% | — | -4,173 | -99.9% | Q2 2026 | Aug 03, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,976 | -100.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 1,867 | 0 | — | — | — | +1,547 | 483.44% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 1,290 | 0 | — | — | — | +1,054 | 446.61% | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,228 | 0 | — | — | — | +814 | 196.62% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 623 | 0 | — | — | — | +220 | 54.59% | Q2 2026 | Jul 17, 2026 |
| Fortitude Family Office, LLC | History | New | 213 | 0 | — | — | — | +213 | New | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -135 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -130 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 424 | 0 | — | — | — | -112 | -20.9% | Q2 2026 | Aug 10, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 40 | 0 | — | — | — | -106 | -72.6% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 86 | 0 | — | — | — | +86 | New | Q2 2026 | Aug 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 53 | 0 | — | — | — | +53 | New | Q2 2026 | Jul 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 194 | 0 | — | — | — | +51 | 35.66% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 59 | 0 | — | — | — | +34 | 136.0% | Q2 2026 | Jul 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 791 | 0 | — | — | — | +17 | 2.2% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 122 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 136 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 1,502 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |