Design Therapeutics, Inc. - DSGN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SR ONE CAPITAL MANAGEMENT, LP | History | No change | 6,526,476 | 69,441 | 7.59% | 8.67% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | Added to | 2,972,973 | 31,632 | 0.34% | 0.14% | 2 | +1,511,592 | 103.44% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,722,754 | 28,970 | 0.04% | 0.06% | 3 | -2,649,250 | -49.32% | Q1 2026 | May 15, 2026 |
| BAKER BROS. ADVISORS LP | History | Added to | 2,585,978 | 27,514 | 0.16% | 0.12% | 4 | +352,879 | 15.8% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,133,764 | 22,703 | 0.0% | 0.0% | 5 | +16,608 | 0.78% | Q1 2026 | May 13, 2026 |
| Logos Global Management LP | History | Reduced | 1,950,000 | 20,748 | 1.04% | 1.42% | 6 | -550,000 | -22.0% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 1,744,987 | 18,566 | 0.14% | 0.08% | 7 | +565,170 | 47.9% | Q1 2026 | May 15, 2026 |
| Vivo Capital, LLC | History | No change | 1,612,903 | 17,161 | 1.43% | 0.98% | 8 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Almitas Capital LLC | History | Reduced | 1,530,335 | 16,282 | 3.68% | 3.16% | 9 | -100 | -0.01% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,630,910 | 15,297 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,349,850 | 14,362 | 0.0% | — | 11 | +1,349,850 | New | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Added to | 961,501 | 10,230 | 0.04% | 0.03% | 12 | +17,462 | 1.85% | Q1 2026 | May 15, 2026 |
| Trails Edge Capital Partners, LP | History | New | 852,013 | 9,065 | 2.08% | — | 13 | +852,013 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 798,411 | 8,495 | 0.0% | 0.0% | 14 | +27,143 | 3.52% | Q1 2026 | May 15, 2026 |
| Kynam Capital Management, LP | History | No change | 784,606 | 8,348 | 0.51% | 0.47% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 692,518 | 7,370 | 0.0% | 0.0% | 16 | +12,928 | 1.9% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 659,575 | 7,017 | 0.0% | 0.0% | 17 | +11,939 | 1.84% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 656,565 | 6,985 | 0.0% | 0.0% | 18 | -45,741 | -6.51% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 616,481 | 6,555 | 0.01% | 0.01% | 19 | +3,713 | 0.61% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 504,718 | 5,370 | 0.0% | 0.0% | 20 | +234,064 | 86.48% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 470,270 | 5,003 | 0.0% | 0.0% | 21 | +31,376 | 7.15% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 431,840 | 4,593 | 0.0% | 0.0% | 22 | +133,919 | 44.95% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 408,200 | 4,343 | 0.01% | 0.0% | 23 | +121,100 | 42.18% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 300,279 | 3,194 | 0.0% | 0.0% | 24 | +13,707 | 4.78% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 289,385 | 3,079 | 0.01% | 0.01% | 25 | +94,774 | 48.7% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 271,554 | 2,889 | 0.06% | 0.01% | 26 | +221,531 | 442.86% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 241,485 | 2,569 | 0.0% | 0.0% | 27 | +4,622 | 1.95% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 231,513 | 2,463 | 0.0% | 0.0% | 28 | -228,361 | -49.66% | Q1 2026 | May 15, 2026 |
| Elmind Capital, LP | History | No change | 207,900 | 2,212 | 0.63% | 0.58% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 204,739 | 2,178 | 0.03% | 0.03% | 30 | +16,970 | 9.04% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 195,658 | 2,081 | 0.0% | — | 31 | +195,658 | New | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 151,008 | 1,606 | 0.0% | 0.0% | 32 | -74,520 | -33.04% | Q1 2026 | May 14, 2026 |
| ACUTA CAPITAL PARTNERS, LLC | History | Reduced | 145,900 | 1,552 | 1.09% | 0.96% | 33 | -5,006 | -3.32% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 141,920 | 1,510 | 0.0% | 0.0% | 34 | -163,837 | -53.58% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 138,565 | 1,474 | 0.0% | — | 35 | +138,565 | New | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 133,203 | 1,417 | 0.0% | 0.0% | 36 | +80,473 | 152.61% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 126,815 | 1,349 | 0.0% | 0.0% | 37 | +1,555 | 1.24% | Q1 2026 | Apr 30, 2026 |
| Lynx1 Capital Management LP | History | Added to | 119,516 | 1,271 | 0.2% | 0.13% | 38 | +50,000 | 71.93% | Q1 2026 | May 01, 2026 |
| Trexquant Investment LP | History | Added to | 117,111 | 1,246 | 0.01% | 0.01% | 39 | +17,144 | 17.15% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 108,928 | 1,158 | 0.0% | 0.0% | 40 | -71,938 | -39.77% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 108,449 | 1,153 | 0.0% | 0.0% | 41 | -1,314 | -1.2% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 103,902 | 1,105 | 0.0% | 0.0% | 42 | -133,510 | -56.24% | Q1 2026 | May 12, 2026 |
| Verdad Advisers, LP | History | New | 92,310 | 982 | 1.11% | — | 43 | +92,310 | New | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Reduced | 86,708 | 922 | 0.01% | 0.03% | 44 | -413,292 | -82.66% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 86,117 | 916 | 0.0% | 0.0% | 45 | +39,975 | 86.63% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 79,645 | 847 | 0.0% | 0.0% | 46 | -5,330 | -6.27% | Q1 2026 | May 05, 2026 |
| Informed Momentum Co LLC | History | No change | 78,949 | 840 | 0.1% | 0.08% | 47 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 71,408 | 759 | 0.19% | 0.16% | 48 | +2,031 | 2.93% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 65,638 | 698 | 0.0% | 0.0% | 49 | +7,840 | 13.56% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 60,939 | 648 | 0.01% | 0.01% | 50 | +25,655 | 72.71% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 60,400 | 642 | 0.0% | 0.0% | 51 | +5,800 | 10.62% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 55,790 | 593 | 0.0% | 0.0% | 52 | -31,270 | -35.92% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 52,000 | 553 | 0.01% | 0.02% | 53 | -26,500 | -33.76% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,272 | 534 | 0.0% | 0.0% | 54 | -44,556 | -46.99% | Q1 2026 | May 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 50,209 | 534 | 0.0% | 0.0% | 55 | +3,438 | 7.35% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 49,214 | 523 | 0.0% | 0.0% | 56 | -1,443 | -2.85% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 45,810 | 487 | 0.0% | 0.0% | 57 | +3,100 | 7.26% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Added to | 44,700 | 475 | 0.0% | 0.0% | 58 | +19,500 | 77.38% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 46,120 | 432 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 35,109 | 373 | 0.03% | 0.02% | 60 | +827 | 2.41% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 34,990 | 372 | 0.0% | 0.0% | 61 | -123,393 | -77.91% | Q1 2026 | Jul 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 34,860 | 370 | 0.0% | 0.0% | 62 | +82 | 0.24% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 34,183 | 363 | 0.0% | — | 63 | +34,183 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 27,169 | 289 | 0.0% | 0.0% | 64 | +204 | 0.76% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,957 | 276 | 0.0% | 0.0% | 65 | +12,227 | 89.05% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 25,437 | 270 | 0.0% | 0.0% | 66 | +203 | 0.8% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,264 | 247 | 0.0% | 0.0% | 67 | -4,182 | -15.24% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 25,300 | 237 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 21,231 | 225 | 0.22% | 0.19% | 69 | +969 | 4.78% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 20,644 | 219 | 0.0% | 0.0% | 70 | +5,103 | 32.84% | Q1 2026 | May 06, 2026 |
| Velan Capital Investment Management LP | History | No change | 20,000 | 212 | 0.13% | 0.11% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 17,091 | 181 | 0.0% | 0.0% | 72 | -8,446 | -33.07% | Q1 2026 | May 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 16,370 | 175 | 0.0% | 0.0% | 73 | +659 | 4.19% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 16,300 | 173 | 0.0% | 0.0% | 74 | -29,937 | -64.75% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 16,090 | 171 | 0.0% | 0.0% | 75 | +2,078 | 14.83% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 15,294 | 162 | 0.0% | — | 77 | +15,294 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,249 | 162 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 15,193 | 161 | 0.0% | 0.0% | 78 | +8,100 | 114.2% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 14,824 | 157 | 0.0% | 0.0% | 79 | +3,000 | 25.37% | Q1 2026 | Apr 30, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 14,749 | 156 | 0.03% | — | 80 | +14,749 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | New | 14,128 | 150 | 0.0% | — | 81 | +14,128 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 14,134 | 146 | 0.0% | 0.0% | 82 | -317 | -2.19% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 13,066 | 138 | 0.0% | 0.0% | 83 | +244 | 1.9% | Q1 2026 | May 13, 2026 |
| Baader Bank Aktiengesellschaft | History | Reduced | 12,792 | 136 | 0.01% | 0.01% | 84 | -7,208 | -36.04% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,839 | 125 | 0.0% | — | 86 | +11,839 | New | Q1 2026 | May 08, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 11,814 | 125 | 0.01% | — | 85 | +11,814 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,366 | 121 | 0.0% | 0.0% | 87 | +10,728 | 1681.5% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,363 | 120 | 0.0% | 0.0% | 88 | +272 | 2.45% | Q1 2026 | May 15, 2026 |
| ADAR1 Capital Management, LLC | History | New | 10,000 | 106 | 0.01% | — | 89 | +10,000 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,027 | 96 | 0.0% | 0.0% | 90 | -17,759 | -66.3% | Q1 2026 | Jul 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,598 | 70 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 4,263 | 45 | 0.0% | 0.0% | 92 | +1,150 | 36.94% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,684 | 39 | 0.0% | 0.0% | 93 | +2,946 | 399.19% | Q1 2026 | May 14, 2026 |
| CAZ INVESTMENTS LP | History | No change | 3,500 | 37 | 0.04% | 0.06% | 94 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,971 | 31 | 0.0% | 0.0% | 95 | +203 | 7.33% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,570 | 27 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 2,077 | 22 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,026 | 21 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,816 | 19 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,545 | 16 | 0.0% | 0.0% | 101 | -2,728 | -63.84% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 1,594 | 16 | 0.0% | 0.0% | 100 | +367 | 29.91% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,472 | 15 | 0.0% | 0.0% | 102 | +722 | 96.27% | Q1 2026 | Apr 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,292 | 13 | 0.0% | 0.0% | 103 | -179 | -12.17% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,271 | 13 | 0.0% | 0.0% | 104 | +153 | 13.69% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,143 | 12 | 0.0% | 0.0% | 105 | +763 | 200.79% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 791 | 8 | 0.0% | 0.0% | 106 | -586 | -42.56% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 610 | 6 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 533 | 5 | 0.0% | 0.0% | 108 | -25 | -4.48% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 423 | 4 | 0.0% | 0.0% | 109 | +184 | 76.99% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 386 | 4 | 0.0% | 0.0% | 110 | +1 | 0.26% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 306 | 3 | 0.0% | — | 111 | +296 | 2960.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | New | 239 | 2 | 0.0% | — | 115 | +239 | New | Q1 2026 | Apr 22, 2026 |
| Optiver Holding B.V. | History | Reduced | 224 | 2 | 0.0% | 0.0% | 114 | -104 | -31.71% | Q1 2026 | Jun 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 239 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 268 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 181 | 1 | 0.0% | — | 116 | +178 | 5933.33% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 130 | 1 | 0.0% | — | 117 | +130 | New | Q1 2026 | May 14, 2026 |
| Frazier Life Sciences Management, L.P. | History | Closed out | 0 | 0 | — | 0.13% | — | -521,000 | -100.0% | Q1 2026 | May 15, 2026 |
| DIADEMA PARTNERS LP | History | Closed out | 0 | 0 | — | 0.16% | — | -100,320 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -61,852 | -100.0% | Q1 2026 | May 15, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -34,989 | -100.0% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,651 | -100.0% | Q1 2026 | May 14, 2026 |
| 9823 Capital, L.P. | History | Closed out | 0 | 0 | — | 0.12% | — | -19,197 | -100.0% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -11,728 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,396 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,820 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -751 | -100.0% | Q1 2026 | May 08, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | New | 61 | 0 | — | — | — | +61 | New | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10 | 0 | — | — | — | +7 | 233.33% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |