Definitive Healthcare Corp. - DH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVENT INTERNATIONAL, L.P. | History | No change | 62,493,676 | 76,867 | 1.81% | 3.74% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,043,900 | 7,433 | 0.0% | 0.0% | 2 | +101,949 | 1.72% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,526,079 | 7,249 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,985,567 | 3,672 | 0.0% | 0.0% | 4 | +80,879 | 2.78% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,099,551 | 2,582 | 0.0% | 0.0% | 5 | +31,863 | 1.54% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,666,369 | 2,049 | 0.0% | 0.0% | 6 | -251,434 | -13.11% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,179,694 | 1,451 | 0.0% | 0.0% | 7 | +206,690 | 21.24% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 856,178 | 1,053 | 0.0% | 0.0% | 8 | -122,505 | -12.52% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 702,023 | 863 | 0.0% | 0.0% | 9 | +138,336 | 24.54% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 590,382 | 726 | 0.0% | 0.0% | 10 | +258,295 | 77.78% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 511,140 | 628 | 0.0% | 0.0% | 11 | -16,500 | -3.13% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 468,181 | 575 | 0.05% | 0.18% | 12 | -230,786 | -33.02% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 435,884 | 536 | 0.0% | 0.0% | 13 | +612 | 0.14% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 433,408 | 533 | 0.0% | 0.0% | 14 | +131,308 | 43.47% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 428,942 | 527 | 0.0% | 0.0% | 15 | -272,695 | -38.87% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 424,301 | 521 | 0.0% | 0.0% | 16 | -699,345 | -62.24% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 335,697 | 413 | 0.03% | 0.06% | 17 | +96,922 | 40.59% | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 142,400 | 408 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 326,480 | 401 | 0.0% | 0.0% | 19 | +98,131 | 42.97% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 299,473 | 368 | 0.0% | 0.0% | 20 | +104,355 | 53.48% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 123,390 | 354 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 260,000 | 319 | 0.0% | 0.01% | 22 | -12 | -0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 260,000 | 319 | 0.02% | 0.05% | 23 | -12 | -0.0% | Q1 2026 | Apr 21, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 249,650 | 307 | 0.0% | 0.0% | 24 | -109,273 | -30.44% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 239,941 | 295 | 0.0% | — | 25 | +239,941 | New | Q1 2026 | May 15, 2026 |
| CLARK ESTATES INC/NY | History | No change | 239,630 | 294 | 0.07% | 0.17% | 26 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 233,581 | 287 | 0.0% | 0.0% | 27 | +95,757 | 69.48% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 203,322 | 249 | 0.0% | 0.0% | 28 | +192,498 | 1778.44% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 194,849 | 239 | 0.0% | 0.0% | 29 | -21,365 | -9.88% | Q1 2026 | May 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 165,000 | 202 | 0.0% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 164,146 | 201 | 0.0% | 0.0% | 31 | +58,199 | 54.93% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 121,558 | 149 | 0.0% | 0.0% | 32 | +4,131 | 3.52% | Q1 2026 | May 12, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 117,196 | 144 | 0.01% | 0.01% | 33 | +45,075 | 62.5% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 114,580 | 140 | 0.0% | 0.0% | 34 | +1,196 | 1.05% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 93,219 | 114 | 0.0% | 0.0% | 35 | +10,033 | 12.06% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 90,265 | 111 | 0.0% | 0.0% | 36 | +54,700 | 153.8% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 77,620 | 95 | 0.0% | 0.0% | 37 | -249,310 | -76.26% | Q1 2026 | May 05, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 75,300 | 92 | 0.0% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 73,519 | 90 | 0.0% | 0.0% | 39 | -79,919 | -52.09% | Q1 2026 | May 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | New | 67,743 | 83 | 0.05% | — | 41 | +67,743 | New | Q1 2026 | Apr 16, 2026 |
| Nuveen, LLC | History | No change | 67,607 | 83 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 61,758 | 76 | 0.0% | 0.0% | 42 | +11,510 | 22.91% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 60,080 | 73 | 0.02% | 0.04% | 43 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Irenic Capital Management LP | History | New | 58,088 | 71 | 0.0% | — | 44 | +58,088 | New | Q1 2026 | May 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 55,063 | 67 | 0.0% | 0.0% | 45 | +7,378 | 15.47% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 51,986 | 63 | 0.0% | 0.0% | 46 | -2,710 | -4.95% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 51,582 | 63 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jefferies Financial Group Inc. | History | No change | 50,000 | 61 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 45,513 | 55 | 0.0% | 0.0% | 49 | -28,641 | -38.62% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 44,200 | 54 | 0.0% | — | 50 | +44,200 | New | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 43,455 | 53 | 0.0% | 0.0% | 51 | -752 | -1.7% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 41,529 | 51 | 0.0% | 0.0% | 52 | +4,983 | 13.63% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 41,225 | 50 | 0.0% | 0.0% | 53 | -217,808 | -84.09% | Q1 2026 | May 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 37,142 | 45 | 0.0% | 0.0% | 54 | -183,843 | -83.19% | Q1 2026 | May 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 36,963 | 45 | 0.0% | 0.0% | 55 | +10,562 | 40.01% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 31,426 | 38 | 0.0% | 0.0% | 56 | +12,526 | 66.28% | Q1 2026 | May 15, 2026 |
| Williams & Novak, LLC | History | New | 30,730 | 33 | 0.02% | — | 59 | +30,730 | New | Q1 2026 | Apr 20, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 27,241 | 33 | 0.0% | — | 58 | +27,241 | New | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 26,904 | 33 | 0.0% | 0.0% | 57 | -256 | -0.94% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 26,438 | 32 | 0.0% | 0.0% | 60 | +10,863 | 69.75% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 25,476 | 31 | 0.0% | — | 62 | +25,476 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 25,443 | 31 | 0.0% | 0.0% | 61 | +20,041 | 370.99% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 25,182 | 30 | 0.0% | — | 63 | +25,182 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 23,507 | 28 | 0.0% | 0.01% | 64 | -51,799 | -68.78% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 21,709 | 26 | 0.0% | 0.0% | 65 | -39,440 | -64.5% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,588 | 26 | 0.0% | 0.0% | 66 | +1,136 | 5.55% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 18,961 | 24 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 19,475 | 23 | 0.0% | — | 68 | +19,475 | New | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 23,716 | 22 | 0.0% | 0.01% | 69 | -9,458 | -28.51% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | No change | 17,111 | 21 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,102 | 21 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | New | 15,241 | 18 | 0.0% | — | 73 | +15,241 | New | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 15,000 | 18 | 0.0% | 0.0% | 72 | +7,200 | 92.31% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 14,621 | 17 | 0.0% | — | 74 | +14,621 | New | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,635 | 16 | 0.0% | 0.0% | 75 | -31,355 | -69.69% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,737 | 15 | 0.0% | 0.0% | 76 | +8,597 | 207.66% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,101 | 15 | 0.0% | 0.0% | 77 | +1,951 | 16.06% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,436 | 14 | 0.0% | — | 79 | +11,436 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,462 | 14 | 0.0% | 0.0% | 78 | +214 | 1.75% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,346 | 13 | 0.0% | 0.0% | 80 | -22,318 | -66.3% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 11,433 | 13 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,394 | 12 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,634 | 10 | 0.0% | 0.0% | 83 | +6,253 | 262.62% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,573 | 8 | 0.0% | 0.0% | 85 | -10,264 | -60.96% | Q1 2026 | May 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 7,001 | 8 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,806 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 3,253 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 1,919 | 2 | 0.0% | 0.0% | 88 | -67,304 | -97.23% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,360 | 2 | 0.0% | 0.0% | 89 | -100 | -4.07% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 952 | 1 | 0.0% | — | 96 | +952 | New | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | New | 876 | 1 | 0.0% | — | 95 | +876 | New | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 994 | 1 | 0.0% | 0.0% | 93 | -736 | -42.54% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,204 | 1 | 0.0% | 0.0% | 94 | +652 | 118.12% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,623 | 1 | 0.0% | 0.0% | 91 | -215 | -11.7% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 424 | 1 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Advisors Asset Management, Inc. | History | No change | 898 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147,728 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -85,677 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -54,034 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -41,769 | -100.0% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,934 | -100.0% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,168 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,197 | -100.0% | Q1 2026 | May 15, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,519 | -100.0% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -17,900 | -100.0% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,651 | -100.0% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,523 | -100.0% | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,360 | -100.0% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -16,342 | -100.0% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,887 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,189 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,058 | -100.0% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,217 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,157 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,387 | -100.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 321 | 0 | — | 0.0% | — | -1,324 | -80.49% | Q1 2026 | Apr 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 46 | 0 | — | 0.0% | — | -1,250 | -96.45% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -943 | -100.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -841 | -100.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 354 | 0 | — | 0.0% | — | -797 | -69.24% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 661 | 0 | — | — | — | +661 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 297 | 0 | — | — | — | +297 | New | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | Reduced | 316 | 0 | — | 0.0% | — | -296 | -48.37% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 292 | 0 | — | — | — | +226 | 342.42% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 314 | 0 | — | — | — | +222 | 241.3% | Q1 2026 | May 01, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -135 | -100.0% | Q1 2026 | Apr 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 339 | 0 | — | 0.0% | — | -98 | -22.43% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 503 | 0 | — | 0.0% | — | +89 | 21.5% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 108 | 0 | — | — | — | +65 | 151.16% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | New | 53 | 0 | — | — | — | +53 | New | Q1 2026 | Apr 24, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 55 | 0 | — | — | — | +37 | 205.56% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 130 | 0 | — | — | — | +35 | 36.84% | Q1 2026 | Apr 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 105 | 0 | — | — | — | -34 | -24.46% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 151 | 0 | — | — | — | +25 | 19.84% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |