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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OAKTOP CAPITAL MANAGEMENT II, L.P. | History | No change | 2,671,843 | 16,832 | 0.72% | 1.57% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Added to | 1,276,566 | 8,042 | 0.0% | 0.0% | 2 | +77,316 | 6.45% | Q2 2026 | Aug 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,100,752 | 6,926 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 812,068 | 5,116 | 0.0% | 0.0% | 4 | -1,610 | -0.2% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 760,999 | 4,794 | 0.01% | 0.01% | 5 | -77,426 | -9.23% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 682,785 | 4,301 | 0.0% | 0.0% | 6 | +16,807 | 2.52% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 582,492 | 3,669 | 0.0% | 0.0% | 7 | +8,116 | 1.41% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 560,326 | 3,530 | 0.0% | 0.0% | 8 | +91,386 | 19.49% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 460,138 | 2,899 | 0.0% | 0.0% | 9 | +31,160 | 7.26% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 420,277 | 2,647 | 0.0% | 0.0% | 10 | +298,960 | 246.43% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 399,639 | 2,517 | 0.0% | 0.0% | 11 | -2,900 | -0.72% | Q2 2026 | Sep 22, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 375,896 | 2,368 | 0.01% | 0.01% | 12 | +60,429 | 19.16% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 311,879 | 1,964 | 0.0% | 0.0% | 13 | -66,240 | -17.52% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 309,672 | 1,950 | 0.02% | — | 14 | +309,672 | New | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 301,431 | 1,899 | 0.0% | 0.0% | 15 | +23,022 | 8.27% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 221,455 | 1,395 | 0.0% | 0.0% | 16 | +143,108 | 182.66% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 182,692 | 1,150 | 0.01% | 0.01% | 17 | +39,512 | 27.6% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 176,014 | 1,108 | 0.0% | 0.0% | 18 | +121,405 | 222.32% | Q2 2026 | Aug 12, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 162,341 | 1,022 | 0.08% | 0.14% | 19 | -8,294 | -4.86% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 152,869 | 963 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 151,863 | 956 | 0.0% | 0.0% | 21 | +4,758 | 3.23% | Q2 2026 | Aug 06, 2026 |
| Kassira Wealth Management LLC | History | Added to | 145,932 | 919 | 0.74% | 1.05% | 22 | +970 | 0.67% | Q2 2026 | Aug 07, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 138,963 | 875 | 0.14% | 0.16% | 23 | +28,654 | 25.98% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 138,836 | 874 | 0.0% | 0.0% | 24 | -2,790 | -1.97% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 127,824 | 805 | 0.01% | 0.01% | 25 | +35,417 | 38.33% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 124,845 | 786 | 0.0% | 0.0% | 26 | +27,915 | 28.8% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 120,648 | 760 | 0.0% | 0.0% | 27 | +2,650 | 2.25% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 116,922 | 736 | 0.0% | 0.0% | 28 | -56,884 | -32.73% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 116,772 | 735 | 0.0% | 0.0% | 29 | -12,086 | -9.38% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Added to | 87,301 | 549 | 0.05% | 0.05% | 30 | +14,057 | 19.19% | Q2 2026 | Aug 06, 2026 |
| CVFG LLC | History | Reduced | 83,239 | 524 | 0.06% | 0.08% | 31 | -3,237 | -3.74% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 81,171 | 511 | 0.0% | — | 32 | +81,171 | New | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | Added to | 73,389 | 462 | 0.0% | 0.0% | 33 | +36,390 | 98.35% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 63,749 | 401 | 0.0% | — | 34 | +63,749 | New | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 57,900 | 364 | 0.01% | 0.01% | 35 | +25,000 | 75.99% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 54,100 | 340 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 48,938 | 308 | 0.0% | 0.0% | 37 | +48,788 | 32525.33% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 46,113 | 290 | 0.0% | 0.0% | 38 | -32 | -0.07% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 41,589 | 262 | 0.0% | — | 39 | +41,589 | New | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 35,000 | 220 | 0.01% | 0.06% | 40 | -225,205 | -86.55% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | Added to | 32,277 | 203 | 0.0% | 0.0% | 41 | +5,838 | 22.08% | Q2 2026 | Aug 11, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 32,135 | 202 | 0.02% | 0.02% | 42 | -273 | -0.84% | Q2 2026 | Jul 16, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 31,998 | 201 | 0.01% | 0.01% | 43 | +4,255 | 15.34% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 29,205 | 183 | 0.0% | 0.0% | 44 | +1,847 | 6.75% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 28,666 | 180 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| State of Wyoming | History | Reduced | 26,344 | 165 | 0.02% | 0.04% | 47 | -14,000 | -34.7% | Q2 2026 | Aug 06, 2026 |
| Verdad Advisers, LP | History | No change | 26,288 | 165 | 0.16% | 0.23% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 25,022 | 157 | 0.0% | 0.0% | 48 | -29,077 | -53.75% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 24,843 | 156 | 0.0% | 0.0% | 49 | -1,833 | -6.87% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 24,607 | 155 | 0.0% | 0.0% | 50 | -2,058 | -7.72% | Q2 2026 | Aug 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 24,287 | 153 | 0.0% | 0.0% | 51 | +5,387 | 28.5% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 22,085 | 139 | 0.0% | 0.0% | 52 | -1,214 | -5.21% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,245 | 133 | 0.0% | 0.0% | 53 | -86 | -0.4% | Q2 2026 | Aug 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 21,093 | 132 | 0.02% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graham Capital Management, L.P. | History | New | 19,939 | 125 | 0.0% | — | 55 | +19,939 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 19,768 | 124 | 0.0% | 0.0% | 56 | +6,393 | 47.8% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 18,937 | 119 | 0.0% | 0.0% | 57 | +4,492 | 31.1% | Q2 2026 | Aug 06, 2026 |
| Assenagon Asset Management S.A. | History | No change | 18,444 | 116 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 14,660 | 115 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 17,407 | 109 | 0.0% | 0.0% | 60 | +1,193 | 7.36% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,592 | 104 | 0.0% | 0.0% | 61 | +6,498 | 64.37% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,928 | 100 | 0.0% | 0.0% | 62 | +7,999 | 100.88% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,000 | 94 | 0.0% | 0.0% | 63 | -16,774 | -52.79% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | Added to | 14,241 | 89 | 0.0% | 0.0% | 65 | +12,598 | 766.77% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 14,272 | 89 | 0.0% | 0.0% | 64 | -1,826 | -11.34% | Q2 2026 | Aug 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 14,002 | 88 | 0.04% | — | 66 | +14,002 | New | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 13,669 | 86 | 0.0% | — | 67 | +13,669 | New | Q2 2026 | Jul 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 13,500 | 85 | 0.01% | — | 68 | +13,500 | New | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 13,244 | 83 | 0.0% | — | 69 | +13,244 | New | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,600 | 79 | 0.0% | 0.0% | 70 | -2,800 | -18.18% | Q2 2026 | Sep 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,998 | 76 | 0.0% | 0.0% | 71 | +636 | 5.6% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 11,749 | 74 | 0.0% | 0.0% | 72 | -12,590 | -51.73% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,400 | 72 | 0.0% | 0.0% | 73 | -1,200 | -9.52% | Q2 2026 | Jul 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,133 | 51 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 7,801 | 49 | 0.0% | 0.0% | 75 | +6,707 | 613.07% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,702 | 48 | 0.0% | 0.0% | 76 | +21 | 0.27% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,210 | 45 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,382 | 21 | 0.0% | 0.0% | 78 | -857 | -20.22% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,176 | 20 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 3,000 | 18 | 0.0% | 0.0% | 80 | +1,000 | 50.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | New | 2,271 | 14 | 0.0% | — | 81 | +2,271 | New | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,102 | 13 | 0.0% | 0.0% | 82 | -272 | -11.46% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 1,556 | 9 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,491 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 1,505 | 9 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,322 | 8 | 0.0% | 0.0% | 86 | +1,091 | 472.29% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,065 | 6 | 0.0% | 0.0% | 88 | -946 | -47.04% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 1,000 | 6 | 0.0% | 0.0% | 87 | -40 | -3.85% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | New | 780 | 4 | 0.0% | — | 89 | +780 | New | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 660 | 4 | 0.0% | — | 90 | +609 | 1194.12% | Q2 2026 | Jul 24, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 536 | 3 | 0.0% | 0.0% | 92 | +196 | 57.65% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 551 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 500 | 3 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 398 | 2 | 0.0% | 0.0% | 94 | -548 | -57.93% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 201 | 1 | 0.0% | 0.0% | 95 | -1,217 | -85.83% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 226 | 1 | 0.0% | 0.0% | 96 | -646 | -74.08% | Q2 2026 | Aug 24, 2026 |
| Parallel Advisors, LLC | History | New | 256 | 1 | 0.0% | — | 97 | +256 | New | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | New | 230 | 1 | 0.0% | — | 98 | +230 | New | Q2 2026 | Jul 22, 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN | History | Closed out | 0 | 0 | — | 0.15% | — | -912,349 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160,479 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91,766 | -100.0% | Q1 2026 | May 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -55,224 | -100.0% | Q2 2026 | Jul 27, 2026 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,590 | -100.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -27,156 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,159 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -19,782 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,764 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,546 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,026 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,385 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -10,550 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 92 | 0 | — | 0.0% | — | -2,290 | -96.14% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,717 | -100.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,607 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3 | 0 | — | 0.0% | — | -976 | -99.69% | Q2 2026 | Aug 04, 2026 |
| Optiver Holding B.V. | History | Reduced | 4 | 0 | — | 0.0% | — | -152 | -97.44% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 112 | 0 | — | — | — | +106 | 1766.67% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 138 | 0 | — | 0.0% | — | -101 | -42.26% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -80 | -100.0% | Q2 2026 | Jul 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -74 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 69 | 0 | — | — | — | +69 | New | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -61 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -20 | -95.24% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | Reduced | 17 | 0 | — | — | — | -19 | -52.78% | Q2 2026 | Aug 10, 2026 |
| Basecamp Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Jul 16, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |