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 | 51,925 | 0.29% | 1.81% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,959,143 | 4,951 | 0.0% | 0.0% | 2 | -84,757 | -1.4% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,973,193 | 1,639 | 0.0% | 0.0% | 3 | -126,358 | -6.02% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,829,463 | 1,520 | 0.0% | — | 4 | +1,829,463 | New | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 1,737,044 | 1,443 | 0.03% | — | 5 | +1,737,044 | New | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,453,209 | 1,206 | 0.0% | 0.0% | 6 | -213,160 | -12.79% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Reduced | 1,408,621 | 1,170 | 0.0% | 0.0% | 7 | -1,576,946 | -52.82% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 899,132 | 747 | 0.0% | 0.0% | 8 | +197,109 | 28.08% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 894,949 | 743 | 0.03% | 0.05% | 9 | +426,768 | 91.15% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 550,753 | 457 | 0.0% | 0.0% | 10 | -628,941 | -53.31% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 525,896 | 437 | 0.03% | 0.03% | 11 | +190,199 | 56.66% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 525,040 | 436 | 0.0% | 0.0% | 12 | +13,900 | 2.72% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 509,328 | 423 | 0.0% | 0.0% | 13 | +275,747 | 118.05% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 472,710 | 392 | 0.0% | 0.0% | 14 | +173,237 | 57.85% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | New | 454,486 | 377 | 0.0% | — | 15 | +454,486 | New | Q2 2026 | Aug 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 448,629 | 368 | 0.0% | 0.0% | 16 | +245,307 | 120.65% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 404,124 | 335 | 0.0% | 0.0% | 17 | -24,818 | -5.79% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 351,575 | 292 | 0.0% | 0.0% | 18 | +111,634 | 46.53% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 323,670 | 268 | 0.0% | 0.0% | 19 | -2,810 | -0.86% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 275,896 | 229 | 0.0% | 0.0% | 20 | -314,486 | -53.27% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 260,037 | 216 | 0.0% | 0.0% | 21 | +37 | 0.01% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 260,037 | 216 | 0.01% | 0.02% | 22 | +37 | 0.01% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Reduced | 254,149 | 211 | 0.0% | 0.0% | 23 | -170,152 | -40.1% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 250,545 | 208 | 0.0% | — | 24 | +250,545 | New | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 241,671 | 200 | 0.0% | 0.0% | 25 | -614,507 | -71.77% | Q2 2026 | Sep 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 201,901 | 167 | 0.0% | 0.0% | 26 | -47,749 | -19.13% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | New | 181,535 | 150 | 0.0% | — | 27 | +181,535 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 166,291 | 138 | 0.0% | 0.0% | 28 | -267,117 | -61.63% | Q2 2026 | Sep 02, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 165,000 | 137 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | Added to | 163,981 | 136 | 0.0% | 0.0% | 30 | +90,462 | 123.05% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 135,370 | 112 | 0.0% | 0.0% | 31 | +111,863 | 475.87% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 107,729 | 89 | 0.0% | 0.0% | 32 | -13,829 | -11.38% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 104,327 | 86 | 0.0% | 0.0% | 33 | -331,557 | -76.07% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 101,240 | 84 | 0.0% | 0.0% | 34 | +46,177 | 83.86% | Q2 2026 | Aug 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 94,200 | 78 | 0.0% | 0.0% | 35 | +50,000 | 113.12% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 93,078 | 77 | 0.0% | 0.0% | 36 | -141 | -0.15% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 81,487 | 67 | 0.0% | 0.0% | 37 | -113,362 | -58.18% | Q2 2026 | Aug 06, 2026 |
| Williams & Novak, LLC | History | Added to | 78,610 | 65 | 0.04% | 0.02% | 38 | +47,880 | 155.81% | Q2 2026 | Jul 08, 2026 |
| CITIGROUP INC | History | Added to | 77,267 | 64 | 0.0% | 0.0% | 39 | +75,348 | 3926.42% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 69,344 | 57 | 0.0% | 0.0% | 40 | +28,119 | 68.21% | Q2 2026 | Aug 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 67,743 | 56 | 0.03% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 60,080 | 49 | 0.01% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 54,611 | 45 | 0.0% | — | 43 | +54,611 | New | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 51,582 | 42 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Jain Global LLC | History | New | 48,773 | 40 | 0.0% | — | 46 | +48,773 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 48,717 | 40 | 0.0% | 0.0% | 45 | -28,903 | -37.24% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 42,191 | 35 | 0.0% | 0.0% | 47 | +662 | 1.59% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 40,220 | 33 | 0.0% | — | 49 | +40,220 | New | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Added to | 39,937 | 33 | 0.0% | 0.0% | 48 | +24,696 | 162.04% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 26,438 | 32 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 38,492 | 31 | 0.0% | — | 52 | +38,492 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 37,666 | 31 | 0.0% | 0.0% | 51 | +12,223 | 48.04% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 31,326 | 26 | 0.0% | 0.0% | 53 | -100 | -0.32% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 30,152 | 25 | 0.0% | 0.0% | 54 | +4,970 | 19.74% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,253 | 24 | 0.0% | 0.0% | 55 | +15,152 | 107.45% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 26,887 | 22 | 0.0% | 0.0% | 56 | +15,451 | 135.11% | Q2 2026 | Aug 19, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 26,306 | 21 | 0.0% | 0.0% | 57 | -137,840 | -83.97% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 24,625 | 20 | 0.0% | 0.0% | 58 | -12,338 | -33.38% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | New | 19,425 | 16 | 0.0% | — | 59 | +19,425 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 17,678 | 14 | 0.0% | 0.0% | 60 | -27,835 | -61.16% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 16,300 | 13 | 0.0% | — | 63 | +16,300 | New | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 15,804 | 13 | 0.0% | — | 62 | +15,804 | New | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 16,505 | 13 | 0.0% | 0.0% | 61 | -7,211 | -30.41% | Q2 2026 | Aug 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | New | 15,459 | 12 | 0.0% | — | 66 | +15,459 | New | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 14,928 | 12 | 0.0% | — | 67 | +14,928 | New | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 15,165 | 12 | 0.0% | 0.0% | 65 | +544 | 3.72% | Q2 2026 | Jul 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 15,000 | 12 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,075 | 11 | 0.0% | 0.0% | 68 | -37,911 | -72.93% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 14,139 | 11 | 0.0% | 0.0% | 70 | -23,003 | -61.93% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 13,944 | 11 | 0.0% | — | 69 | +13,923 | 66300.0% | Q2 2026 | Aug 10, 2026 |
| JMN Financial LLC | History | New | 12,994 | 10 | 0.01% | — | 73 | +12,994 | New | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | New | 12,797 | 10 | 0.0% | — | 71 | +12,797 | New | Q2 2026 | Aug 13, 2026 |
| Ariadne Wealth Management, LP | History | New | 12,590 | 10 | 0.0% | — | 72 | +12,590 | New | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,869 | 9 | 0.0% | 0.0% | 76 | -7,606 | -39.06% | Q2 2026 | Aug 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 11,674 | 9 | 0.0% | 0.0% | 75 | +4,673 | 66.75% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,702 | 9 | 0.0% | 0.0% | 74 | +240 | 1.93% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 11,433 | 8 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,841 | 4 | 0.0% | 0.0% | 78 | -6,896 | -54.14% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,381 | 1 | 0.0% | 0.0% | 82 | -6,253 | -72.42% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,028 | 1 | 0.0% | 0.0% | 81 | +824 | 68.44% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 784 | 1 | 0.0% | — | 79 | +430 | 121.47% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,360 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLARK ESTATES INC/NY | History | Closed out | 0 | 0 | — | 0.07% | — | -239,630 | -100.0% | Q2 2026 | Aug 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -123,390 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -117,196 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -114,580 | -100.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -90,265 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75,300 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,607 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,758 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Irenic Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -58,088 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -43,455 | -100.0% | Q2 2026 | Jul 08, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -27,241 | -100.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,904 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,476 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,709 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,588 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -18,961 | -100.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,111 | -100.0% | Q2 2026 | Aug 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -17,102 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,635 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -11,345 | -99.99% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -10,394 | -100.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 231 | 0 | — | 0.0% | — | -6,342 | -96.49% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,806 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,253 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,623 | -100.0% | Q2 2026 | Aug 24, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -994 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -952 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -898 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -876 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -661 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 567 | 0 | — | — | — | +459 | 425.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 584 | 0 | — | — | — | +287 | 96.63% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 492 | 0 | — | — | — | +200 | 68.49% | Q2 2026 | Jul 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 696 | 0 | — | — | — | +193 | 38.37% | Q2 2026 | Jul 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -105 | -100.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 246 | 0 | — | — | — | -93 | -27.43% | Q2 2026 | Jul 16, 2026 |
| Fortitude Family Office, LLC | History | New | 69 | 0 | — | — | — | +69 | New | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 259 | 0 | — | — | — | -62 | -19.31% | Q2 2026 | Jul 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Added to | 735 | 0 | — | — | — | +54 | 7.93% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 54 | 0 | — | — | — | +52 | 2600.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 269 | 0 | — | — | — | -45 | -14.33% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 175 | 0 | — | — | — | +45 | 34.62% | Q2 2026 | Jul 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 43 | 0 | — | — | — | +40 | 1333.33% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 151 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | No change | 316 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |