Douglas Elliman Inc. - DOUG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 5,358,170 | 9,483 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearline Capital LP | History | No change | 3,971,355 | 7,029 | 0.42% | 0.42% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,672,817 | 6,500 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moerus Capital Management LLC | History | No change | 3,241,090 | 5,736 | 2.56% | 2.56% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,107,298 | 5,499 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 3,019,624 | 5,344 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portolan Capital Management, LLC | History | No change | 2,399,364 | 4,246 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GATE CITY CAPITAL MANAGEMENT, LLC | History | No change | 2,129,688 | 3,769 | 0.98% | 0.98% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,917,000 | 3,393 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | No change | 1,641,071 | 2,904 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE STREET CORP | History | No change | 1,336,794 | 2,366 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Saber Capital Managment, LLC | History | No change | 1,336,220 | 2,365 | 1.61% | 1.61% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stokes Family Office, LLC | History | No change | 950,000 | 1,681 | 0.2% | 0.2% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 927,872 | 1,642 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pavaki Capital Management LLC | History | No change | 1,022,552 | 1,554 | 0.53% | 0.63% | 15 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 917,979 | 1,395 | 0.0% | 0.0% | 16 | -8,199 | -0.89% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 742,471 | 1,314 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 733,575 | 1,298 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 573,260 | 1,014 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 563,245 | 996 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 511,927 | 906 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 493,447 | 873 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 487,007 | 862 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 532,487 | 809 | 0.01% | 0.0% | 24 | +384,668 | 260.23% | Q3 2026 | Oct 28, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 416,049 | 736 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 400,738 | 709 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 311,335 | 551 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | No change | 309,289 | 547 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 315,290 | 479 | 0.05% | — | 29 | +315,290 | New | Q3 2026 | Oct 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 253,344 | 448 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 246,083 | 436 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 275,608 | 418 | 0.27% | 0.35% | 32 | -30,000 | -9.82% | Q3 2026 | Oct 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 223,957 | 396 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 188,856 | 334 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | No change | 177,064 | 313 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 191,730 | 291 | 0.0% | 0.0% | 36 | +10,658 | 5.89% | Q3 2026 | Nov 05, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | No change | 161,438 | 285 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XY Capital Ltd | History | No change | 150,963 | 267 | 0.26% | 0.26% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 122,604 | 217 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 108,266 | 191 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 95,338 | 168 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 92,512 | 163 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 87,909 | 156 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 71,448 | 126 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 71,023 | 125 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 67,934 | 120 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 62,803 | 95 | 0.0% | 0.0% | 47 | -11,405 | -15.37% | Q3 2026 | Oct 26, 2026 |
| RHUMBLINE ADVISERS | History | No change | 51,514 | 91 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 49,274 | 87 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Reduced | 55,942 | 85 | 0.0% | 0.0% | 50 | -1,562 | -2.72% | Q3 2026 | Nov 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 51,636 | 78 | 0.0% | 0.0% | 51 | -38 | -0.07% | Q3 2026 | Oct 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 42,967 | 76 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 43,244 | 76 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 43,397 | 76 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 38,337 | 67 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 35,717 | 63 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 33,919 | 60 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 34,294 | 60 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 33,751 | 59 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 33,735 | 59 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 32,188 | 57 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 32,383 | 57 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,842 | 56 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,200 | 56 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 31,129 | 55 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 28,899 | 51 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 28,500 | 46 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 25,699 | 45 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | No change | 27,381 | 41 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 23,477 | 41 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,951 | 37 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,163 | 31 | 0.0% | 0.0% | 72 | +1,241 | 6.56% | Q3 2026 | Nov 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 17,237 | 30 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 20,000 | 30 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| STRS OHIO | History | Added to | 19,500 | 29 | 0.0% | 0.0% | 75 | +5,700 | 41.3% | Q3 2026 | Oct 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 16,327 | 28 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 18,500 | 28 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 16,312 | 28 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 17,411 | 26 | 0.0% | 0.0% | 79 | -6,461 | -27.07% | Q3 2026 | Nov 02, 2026 |
| Ground Swell Capital, LLC | History | No change | 13,685 | 24 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 16,000 | 24 | 0.0% | 0.01% | 81 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Ullmann Wealth Partners Group, LLC | History | New | 15,146 | 23 | 0.0% | — | 84 | +15,146 | New | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 13,153 | 23 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, LLC | History | No change | 13,500 | 23 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,619 | 22 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 12,743 | 22 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 15,000 | 22 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Graham Capital Management, L.P. | History | No change | 11,982 | 21 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,300 | 21 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 11,461 | 20 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,308 | 19 | 0.0% | 0.0% | 92 | -14,726 | -54.47% | Q3 2026 | Oct 13, 2026 |
| StoneX Group Inc. | History | New | 12,553 | 19 | 0.0% | — | 93 | +12,553 | New | Q3 2026 | Nov 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,284 | 19 | 0.0% | 0.0% | 91 | +539 | 4.59% | Q3 2026 | Oct 26, 2026 |
| BARCLAYS PLC | History | No change | 10,657 | 18 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 11,669 | 17 | 0.0% | 0.0% | 95 | +1,475 | 14.47% | Q3 2026 | Oct 15, 2026 |
| Accurate Wealth Management, LLC | History | No change | 10,000 | 15 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FMR LLC | History | No change | 7,757 | 13 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,487 | 13 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 7,903 | 12 | 0.0% | 0.0% | 99 | -46 | -0.58% | Q3 2026 | Oct 26, 2026 |
| Legal & General Group Plc | History | No change | 6,664 | 11 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 6,384 | 9 | 0.0% | 0.0% | 101 | +4 | 0.06% | Q3 2026 | Oct 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 5,153 | 7 | 0.0% | 0.0% | 102 | -6,521 | -55.86% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 3,922 | 6 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 3,363 | 5 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,844 | 5 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,145 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 2,524 | 4 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ulland Investment Advisors, LLC | History | New | 2,000 | 3 | 0.0% | — | 108 | +2,000 | New | Q3 2026 | Oct 13, 2026 |
| GAMMA Investing LLC | History | New | 1,392 | 2 | 0.0% | — | 110 | +1,392 | New | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,445 | 2 | 0.0% | 0.0% | 109 | +73 | 5.32% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,009 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 760 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,292 | -100.0% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 427 | 0 | — | 0.0% | — | -422 | -49.71% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 239 | 0 | — | — | — | +239 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 153 | 0 | — | — | — | -185 | -54.73% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 17 | 0 | — | — | — | -143 | -89.38% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -134 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Essential Partners LLC | History | Reduced | 385 | 0 | — | — | — | -107 | -21.75% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 97 | 0 | — | — | — | +61 | 169.44% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 61 | 0 | — | — | — | -37 | -37.76% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q3 2026 | Oct 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 391 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 139 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 450 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Newton One Investments LLC | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 544 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Coston, McIsaac & Partners | History | No change | 223 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |