EGAIN Corp - EGAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PharVision Advisers, LLC | History | Reduced | 10,550 | 83,240 | 0.84% | 0.1% | 1 | -8,825 | -45.55% | Q1 2026 | May 11, 2026 |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | History | No change | 2,671,843 | 21,080 | 1.57% | 2.33% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 1,542,979 | 15,877 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,199,250 | 9,462 | 0.0% | 0.0% | 4 | -52,051 | -4.16% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,100,752 | 8,673 | 0.01% | 0.01% | 5 | +307,039 | 38.68% | Q1 2026 | May 13, 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN | History | Reduced | 912,349 | 7,198 | 0.15% | 0.18% | 6 | -22,921 | -2.45% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 838,425 | 6,615 | 0.01% | 0.01% | 7 | +207,606 | 32.91% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 813,678 | 6,419 | 0.0% | — | 8 | +813,678 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 665,978 | 5,254 | 0.0% | 0.0% | 9 | +11,246 | 1.72% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 574,376 | 4,531 | 0.0% | — | 10 | +574,376 | New | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 468,940 | 3,699 | 0.0% | 0.0% | 11 | +46,467 | 11.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 428,978 | 3,385 | 0.0% | 0.0% | 12 | +24,951 | 6.18% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 402,539 | 3,176 | 0.0% | 0.0% | 13 | -3,506 | -0.86% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 378,119 | 2,983 | 0.0% | 0.0% | 14 | +87,399 | 30.06% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 315,467 | 2,489 | 0.01% | 0.01% | 15 | +130,127 | 70.21% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 278,409 | 2,196 | 0.0% | 0.0% | 16 | -159,816 | -36.47% | Q1 2026 | May 05, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 260,205 | 2,053 | 0.06% | 0.07% | 17 | +1,900 | 0.74% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 173,806 | 1,371 | 0.0% | 0.0% | 18 | +50,415 | 40.86% | Q1 2026 | May 15, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 170,635 | 1,346 | 0.14% | 0.18% | 19 | +13,880 | 8.85% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 160,479 | 1,266 | 0.0% | 0.0% | 20 | +58,364 | 57.16% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 152,869 | 1,206 | 0.0% | 0.0% | 21 | -42,213 | -21.64% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 147,105 | 1,160 | 0.0% | 0.0% | 22 | +5,882 | 4.17% | Q1 2026 | May 05, 2026 |
| Kassira Wealth Management LLC | History | New | 144,962 | 1,143 | 1.05% | — | 23 | +144,962 | New | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 143,180 | 1,129 | 0.01% | 0.01% | 24 | +7,219 | 5.31% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 141,626 | 1,117 | 0.0% | 0.0% | 25 | +6,735 | 4.99% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 99,600 | 1,024 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 128,858 | 1,016 | 0.0% | 0.0% | 27 | -4,186 | -3.15% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 121,317 | 957 | 0.0% | 0.0% | 28 | -105,347 | -46.48% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 117,998 | 931 | 0.0% | — | 29 | +117,998 | New | Q1 2026 | May 08, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 110,309 | 870 | 0.16% | 0.18% | 30 | +30,648 | 38.47% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 96,930 | 764 | 0.0% | 0.0% | 31 | +84,612 | 686.9% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 92,407 | 729 | 0.01% | 0.02% | 32 | +6,739 | 7.87% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 91,766 | 724 | 0.0% | 0.0% | 33 | -3,997 | -4.17% | Q1 2026 | May 18, 2026 |
| CVFG LLC | History | New | 86,476 | 682 | 0.08% | — | 34 | +86,476 | New | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | New | 78,347 | 618 | 0.0% | — | 35 | +78,347 | New | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Added to | 73,244 | 577 | 0.05% | 0.04% | 36 | +30,738 | 72.31% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 55,224 | 436 | 0.0% | 0.0% | 37 | -39,777 | -41.87% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 54,609 | 430 | 0.0% | — | 38 | +54,609 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 54,099 | 426 | 0.0% | 0.0% | 40 | -33,301 | -38.1% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 54,100 | 426 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AVIVA PLC | History | Added to | 49,590 | 391 | 0.0% | 0.0% | 41 | +32,969 | 198.36% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 36,444 | 375 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 46,145 | 364 | 0.0% | 0.0% | 43 | +23,834 | 106.83% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 40,344 | 318 | 0.04% | 0.02% | 44 | +24,029 | 147.28% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 36,999 | 291 | 0.0% | 0.0% | 45 | -4,577 | -11.01% | Q1 2026 | Apr 30, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 32,900 | 259 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 32,408 | 255 | 0.02% | 0.02% | 47 | +15,460 | 91.22% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,774 | 250 | 0.0% | 0.0% | 48 | +9,681 | 43.82% | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 28,666 | 226 | 0.0% | 0.0% | 49 | +16,066 | 127.51% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 27,358 | 215 | 0.0% | 0.0% | 50 | +15,685 | 134.37% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 27,156 | 214 | 0.0% | 0.0% | 51 | -24,919 | -47.85% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | New | 26,676 | 210 | 0.0% | — | 53 | +26,676 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | New | 26,665 | 210 | 0.0% | — | 52 | +26,665 | New | Q1 2026 | Apr 22, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 27,743 | 209 | 0.01% | — | 54 | +27,743 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | New | 26,439 | 208 | 0.0% | — | 55 | +26,439 | New | Q1 2026 | May 15, 2026 |
| Verdad Advisers, LP | History | Reduced | 26,288 | 207 | 0.23% | 0.39% | 56 | -6,684 | -20.27% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 24,339 | 192 | 0.0% | 0.0% | 57 | -105,519 | -81.26% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 23,299 | 183 | 0.0% | 0.0% | 58 | -26,837 | -53.53% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,331 | 168 | 0.0% | 0.0% | 59 | -656 | -2.98% | Q1 2026 | May 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 21,093 | 166 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Reduced | 20,159 | 159 | 0.0% | 0.0% | 61 | -34,122 | -62.86% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 19,782 | 156 | 0.0% | 0.01% | 62 | -2,859 | -12.63% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 19,764 | 155 | 0.0% | — | 63 | +19,764 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 14,660 | 150 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 18,900 | 149 | 0.0% | — | 65 | +18,900 | New | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | No change | 18,444 | 145 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 16,214 | 127 | 0.0% | — | 68 | +16,214 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 16,098 | 127 | 0.0% | 0.0% | 67 | -67 | -0.41% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,400 | 121 | 0.0% | 0.0% | 69 | -72,000 | -82.38% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 14,546 | 114 | 0.01% | — | 70 | +14,546 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,445 | 113 | 0.0% | 0.0% | 71 | +12,594 | 680.39% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | New | 14,026 | 110 | 0.0% | — | 72 | +14,026 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 13,375 | 105 | 0.0% | 0.0% | 73 | +2,366 | 21.49% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,600 | 99 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | Reduced | 11,385 | 89 | 0.0% | 0.0% | 76 | -10,580 | -48.17% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,362 | 89 | 0.0% | 0.0% | 75 | +154 | 1.37% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,094 | 79 | 0.0% | 0.0% | 77 | -13,891 | -57.92% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,133 | 64 | 0.0% | — | 78 | +8,133 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,929 | 62 | 0.0% | 0.0% | 79 | -11,844 | -59.9% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,681 | 60 | 0.0% | 0.0% | 80 | +170 | 2.26% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,210 | 56 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,239 | 33 | 0.0% | 0.0% | 82 | -650 | -13.3% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,176 | 25 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,374 | 18 | 0.0% | 0.0% | 85 | +1,315 | 124.17% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 2,382 | 18 | 0.0% | 0.0% | 84 | -52 | -2.14% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,011 | 15 | 0.0% | 0.0% | 87 | -252 | -11.14% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 2,000 | 15 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 1,717 | 13 | 0.0% | 0.0% | 88 | +951 | 124.15% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,607 | 12 | 0.0% | — | 91 | +1,607 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,556 | 12 | 0.0% | 0.0% | 90 | -195 | -11.14% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,643 | 12 | 0.0% | 0.0% | 89 | +65 | 4.12% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 1,505 | 11 | 0.0% | 0.0% | 94 | -700 | -31.75% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,418 | 11 | 0.0% | 0.0% | 92 | +317 | 28.79% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,491 | 11 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,094 | 8 | 0.0% | 0.0% | 95 | -5,612 | -83.69% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 1,040 | 8 | 0.0% | 0.0% | 96 | +32 | 3.17% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 979 | 7 | 0.0% | 0.03% | 98 | -11,455 | -92.13% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 946 | 7 | 0.0% | 0.0% | 97 | -11 | -1.15% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 872 | 6 | 0.0% | 0.0% | 99 | -120 | -12.1% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 551 | 4 | 0.0% | — | 100 | +471 | 588.75% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 340 | 3 | 0.0% | 0.0% | 101 | +8 | 2.41% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 500 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 231 | 1 | 0.0% | 0.0% | 106 | -3,832 | -94.31% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 239 | 1 | 0.0% | 0.0% | 105 | -227 | -48.71% | Q1 2026 | Apr 22, 2026 |
| Optiver Holding B.V. | History | Reduced | 156 | 1 | 0.0% | 0.0% | 107 | -120 | -43.48% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kanen Wealth Management LLC | History | Closed out | 0 | 0 | — | 3.22% | — | -1,031,406 | -100.0% | Q1 2026 | May 15, 2026 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -77,970 | -100.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,479 | -100.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,934 | -100.0% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -27,551 | -100.0% | Q1 2026 | May 12, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,397 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -25,548 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -17,617 | -100.0% | Q1 2026 | May 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.0% | — | -11,954 | -100.0% | Q1 2026 | May 13, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,347 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,121 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -3,700 | -100.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,616 | -100.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,439 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -506 | -100.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q1 2026 | May 15, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GAMMA Investing LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | New | 61 | 0 | — | — | — | +61 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 52 | 0 | — | — | — | +52 | New | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 74 | 0 | — | — | — | +24 | 48.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 51 | 0 | — | — | — | +12 | 30.77% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 36 | 0 | — | — | — | +12 | 50.0% | Q1 2026 | May 21, 2026 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 21 | 0 | — | — | — | +5 | 31.25% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 13 | 0 | — | — | — | +1 | 8.33% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |