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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 4,214,589 | 9,988 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 5,046,306 | 8,275 | 0.0% | 0.0% | 2 | +36,567 | 0.73% | Q1 2026 | May 13, 2026 |
| Clearline Capital LP | History | No change | 3,892,595 | 6,383 | 0.33% | 0.46% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,330,426 | 5,461 | 0.0% | — | 4 | +3,330,426 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,279,299 | 5,378 | 0.0% | 0.0% | 5 | +1,104,667 | 50.8% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,151,124 | 5,167 | 0.01% | 0.01% | 6 | -341,280 | -9.77% | Q1 2026 | May 14, 2026 |
| Moerus Capital Management LLC | History | Added to | 3,092,490 | 5,071 | 1.87% | 2.99% | 7 | +166,500 | 5.69% | Q1 2026 | May 14, 2026 |
| Portolan Capital Management, LLC | History | Added to | 2,669,030 | 4,377 | 0.23% | 0.3% | 8 | +315,080 | 13.39% | Q1 2026 | May 15, 2026 |
| GATE CITY CAPITAL MANAGEMENT, LLC | History | New | 2,280,114 | 3,739 | 1.46% | — | 9 | +2,280,114 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,809,178 | 2,967 | 0.0% | 0.0% | 10 | +59,410 | 3.4% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 1,630,871 | 2,674 | 0.0% | 0.01% | 11 | +15,000 | 0.93% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 1,380,436 | 2,263 | 0.0% | 0.0% | 12 | +288,100 | 26.37% | Q1 2026 | May 15, 2026 |
| Saber Capital Managment, LLC | History | Added to | 1,368,068 | 2,243 | 1.67% | 2.49% | 13 | +109,807 | 8.73% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,211,346 | 1,986 | 0.0% | 0.0% | 14 | +743,847 | 159.11% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,102,596 | 1,808 | 0.0% | 0.0% | 15 | -15,318 | -1.37% | Q1 2026 | May 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 663,245 | 1,087 | 0.02% | 0.04% | 16 | -230,000 | -25.75% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | New | 637,500 | 1,045 | 0.11% | — | 17 | +637,500 | New | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 553,386 | 907 | 0.0% | 0.0% | 18 | +32,520 | 6.24% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 515,511 | 845 | 0.0% | 0.0% | 19 | -184,049 | -26.31% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 498,004 | 816 | 0.0% | 0.0% | 20 | -523,640 | -51.25% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 477,307 | 782 | 0.0% | — | 21 | +477,307 | New | Q1 2026 | May 08, 2026 |
| Truffle Hound Capital, LLC | History | Reduced | 452,066 | 741 | 0.19% | 0.74% | 22 | -747,934 | -62.33% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 423,547 | 694 | 0.0% | — | 23 | +423,547 | New | Q1 2026 | May 08, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 413,225 | 677 | 0.01% | 0.01% | 24 | -75,033 | -15.37% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 412,142 | 675 | 0.0% | — | 25 | +412,142 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 262,715 | 622 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 360,308 | 590 | 0.0% | 0.0% | 27 | -273,438 | -43.15% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 333,886 | 547 | 0.0% | 0.0% | 28 | -140,996 | -29.69% | Q1 2026 | May 15, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 320,608 | 525 | 0.34% | 0.5% | 29 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 279,278 | 458 | 0.0% | 0.0% | 30 | -110,622 | -28.37% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 248,138 | 406 | 0.0% | 0.0% | 31 | -90,643 | -26.76% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 231,187 | 379 | 0.0% | 0.0% | 32 | +61,804 | 36.49% | Q1 2026 | May 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 220,920 | 363 | 0.0% | 0.0% | 33 | +16,913 | 8.29% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 200,661 | 329 | 0.0% | 0.0% | 34 | -23,664 | -10.55% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 181,280 | 297 | 0.0% | 0.0% | 35 | -9,457 | -4.96% | Q1 2026 | May 05, 2026 |
| CastleKnight Management LP | History | No change | 177,064 | 290 | 0.0% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 161,080 | 264 | 0.0% | 0.0% | 37 | +115,300 | 251.86% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 158,747 | 260 | 0.0% | 0.0% | 38 | -466 | -0.29% | Q1 2026 | May 12, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | Added to | 158,518 | 259 | 0.04% | 0.06% | 39 | +1,689 | 1.08% | Q1 2026 | May 14, 2026 |
| XY Capital Ltd | History | New | 150,963 | 247 | 0.24% | — | 40 | +150,963 | New | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 133,019 | 218 | 0.0% | 0.0% | 41 | +57,129 | 75.28% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 121,800 | 199 | 0.0% | 0.0% | 42 | +81,400 | 201.49% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | No change | 95,338 | 156 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 87,695 | 143 | 0.0% | 0.0% | 44 | -14,087 | -13.84% | Q1 2026 | Apr 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 78,500 | 128 | 0.01% | 0.07% | 45 | -262,000 | -76.95% | Q1 2026 | May 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 78,062 | 128 | 0.01% | — | 46 | +78,062 | New | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 64,779 | 106 | 0.0% | 0.0% | 47 | +22,372 | 52.76% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 63,973 | 104 | 0.0% | 0.0% | 48 | +3,438 | 5.68% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 60,935 | 99 | 0.0% | 0.0% | 49 | +10,906 | 21.8% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 59,141 | 96 | 0.0% | 0.0% | 50 | -53,647 | -47.56% | Q1 2026 | May 11, 2026 |
| Graham Capital Management, L.P. | History | New | 53,446 | 87 | 0.0% | — | 52 | +53,446 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 53,191 | 87 | 0.0% | 0.0% | 51 | -35,121 | -39.77% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 51,636 | 84 | 0.0% | 0.0% | 53 | +16,729 | 47.92% | Q1 2026 | May 01, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 50,895 | 83 | 0.0% | 0.0% | 54 | -4,434 | -8.01% | Q1 2026 | May 12, 2026 |
| Odyssean, LLC | History | New | 50,160 | 82 | 0.03% | — | 55 | +50,160 | New | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 48,662 | 80 | 0.0% | — | 56 | +48,662 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | New | 44,317 | 72 | 0.0% | — | 58 | +44,317 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 44,156 | 72 | 0.0% | 0.0% | 57 | -18,761 | -29.82% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 41,092 | 67 | 0.0% | 0.0% | 59 | -2,582 | -5.91% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 24,400 | 57 | 0.0% | 0.0% | 60 | +5,600 | 29.79% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 34,928 | 57 | 0.0% | 0.0% | 61 | +846 | 2.48% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 31,832 | 52 | 0.0% | 0.0% | 62 | -112 | -0.35% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,200 | 52 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 30,183 | 49 | 0.0% | 0.0% | 64 | -42,049 | -58.21% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 28,899 | 47 | 0.0% | — | 65 | +28,899 | New | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 28,151 | 46 | 0.0% | 0.0% | 66 | +9,850 | 53.82% | Q1 2026 | May 13, 2026 |
| Cherokee Insurance Co | History | No change | 25,590 | 41 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 23,477 | 38 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PFS Partners, LLC | History | Added to | 21,250 | 34 | 0.02% | 0.02% | 70 | +7,053 | 49.68% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,798 | 34 | 0.0% | 0.0% | 69 | +5,050 | 32.07% | Q1 2026 | Apr 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 20,625 | 33 | 0.0% | 0.0% | 71 | -1,304 | -5.95% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 19,363 | 31 | 0.0% | 0.0% | 72 | -12,493 | -39.22% | Q1 2026 | May 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 18,500 | 30 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 17,439 | 28 | 0.0% | 0.0% | 74 | -8,285 | -32.21% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | New | 16,717 | 27 | 0.0% | — | 75 | +16,717 | New | Q1 2026 | May 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 16,000 | 26 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Kanen Wealth Management LLC | History | New | 15,500 | 25 | 0.01% | — | 78 | +15,500 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 15,444 | 25 | 0.0% | 0.0% | 77 | -3,845 | -19.93% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 14,999 | 24 | 0.0% | 0.0% | 79 | -99,997 | -86.96% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 15,146 | 24 | 0.0% | 0.0% | 80 | -73,679 | -82.95% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 15,000 | 24 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 14,290 | 23 | 0.0% | 0.0% | 82 | +1,919 | 15.51% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,995 | 22 | 0.0% | 0.0% | 85 | -26 | -0.19% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 13,800 | 22 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 13,912 | 22 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | New | 13,194 | 21 | 0.0% | — | 86 | +13,194 | New | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 12,743 | 20 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,717 | 19 | 0.0% | 0.0% | 88 | -852 | -6.78% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,853 | 17 | 0.0% | — | 89 | +10,820 | 32787.88% | Q1 2026 | May 08, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,631 | 17 | 0.0% | 0.0% | 90 | -2,745 | -20.52% | Q1 2026 | Apr 24, 2026 |
| Accurate Wealth Management, LLC | History | New | 10,000 | 16 | 0.0% | — | 91 | +10,000 | New | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 8,984 | 14 | 0.0% | 0.0% | 92 | +7,810 | 665.25% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 8,458 | 13 | 0.0% | 0.0% | 94 | -14,388 | -62.98% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 8,417 | 13 | 0.0% | 0.0% | 93 | +2,199 | 35.37% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,664 | 12 | 0.0% | 0.0% | 97 | +1,032 | 15.56% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 7,397 | 12 | 0.0% | 0.0% | 96 | -579 | -7.26% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,487 | 12 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 7,039 | 11 | 0.0% | 0.0% | 98 | -27,261 | -79.48% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,217 | 11 | 0.0% | 0.0% | 99 | +18 | 0.25% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,630 | 10 | 0.0% | 0.0% | 102 | -272,643 | -97.63% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 6,219 | 10 | 0.0% | 0.0% | 101 | +4,560 | 274.86% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | No change | 6,664 | 10 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 6,380 | 10 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,969 | 6 | 0.0% | 0.0% | 104 | -544 | -12.05% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 3,363 | 5 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,000 | 4 | 0.0% | 0.0% | 106 | -7,500 | -71.43% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,427 | 3 | 0.0% | 0.0% | 107 | -1,800 | -42.58% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,161 | 3 | 0.0% | 0.0% | 108 | +135 | 6.66% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 801 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 669 | 1 | 0.0% | 0.0% | 110 | -3,293 | -83.11% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 833 | 1 | 0.0% | — | 111 | +471 | 130.11% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,479,633 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106,698 | -100.0% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -73,764 | -100.0% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,212 | -100.0% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,629 | -100.0% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,900 | -100.0% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,539 | -100.0% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31,590 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,246 | -100.0% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,845 | -100.0% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,384 | -100.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,483 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -11,053 | -100.0% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,526 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,304 | -100.0% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -490 | -100.0% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 442 | 0 | — | — | — | +442 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 74 | 0 | — | 0.0% | — | -425 | -85.17% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 344 | 0 | — | — | — | +312 | 975.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 264 | 0 | — | — | — | +230 | 676.47% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 169 | 0 | — | — | — | +161 | 2012.5% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 142 | 0 | — | — | — | +139 | 4633.33% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 105 | 0 | — | — | — | +94 | 854.55% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | New | 83 | 0 | — | — | — | +83 | New | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | Added to | 82 | 0 | — | — | — | +74 | 925.0% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 46 | 0 | — | — | — | +24 | 109.09% | Q1 2026 | May 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 29 | 0 | — | — | — | +4 | 16.0% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 139 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Scarborough Advisors, LLC | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Newton One Investments LLC | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | No change | 544 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Coston, McIsaac & Partners | History | No change | 223 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |