Electromed, Inc. - ELMD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| J.E. Simmons & Co., P.C. | History | Reduced | 483,822 | 20,465 | 11.53% | 7.72% | 1 | -9,000 | -1.83% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | Added to | 465,619 | 19,695 | 0.0% | 0.0% | 2 | +6,774 | 1.48% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 283,232 | 11,980 | 0.0% | 0.0% | 3 | -51,796 | -15.46% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 221,845 | 9,381 | 0.01% | 0.01% | 4 | -910 | -0.41% | Q2 2026 | Aug 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 218,520 | 9,243 | 0.46% | 0.3% | 5 | -6,000 | -2.67% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 217,115 | 9,185 | 0.0% | 0.0% | 6 | +15,222 | 7.54% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 180,447 | 7,632 | 0.0% | 0.0% | 7 | +2,177 | 1.22% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 167,492 | 7,084 | 0.01% | 0.0% | 8 | -36,108 | -17.73% | Q2 2026 | Aug 14, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 155,878 | 6,595 | 0.76% | 0.47% | 9 | +5,078 | 3.37% | Q2 2026 | Jul 23, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 142,000 | 6,006 | 0.05% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 112,616 | 4,763 | 0.0% | 0.0% | 11 | +6,253 | 5.88% | Q2 2026 | Sep 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 99,704 | 4,217 | 0.01% | 0.0% | 12 | -24,300 | -19.6% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 93,472 | 3,953 | 0.01% | 0.0% | 13 | -1,741 | -1.83% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 84,297 | 3,565 | 0.0% | 0.0% | 14 | +5,960 | 7.61% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 84,138 | 3,559 | 0.0% | 0.0% | 15 | -8,150 | -8.83% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 72,704 | 3,075 | 0.0% | 0.0% | 16 | +195 | 0.27% | Q2 2026 | Aug 14, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 70,000 | 2,961 | 0.7% | 0.41% | 17 | +7,736 | 12.42% | Q2 2026 | Aug 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 66,798 | 2,825 | 0.0% | 0.0% | 18 | +17,367 | 35.13% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 57,563 | 2,434 | 0.04% | 0.03% | 19 | -7,000 | -10.84% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | New | 51,394 | 2,173 | 0.0% | — | 20 | +51,394 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 49,731 | 2,103 | 0.0% | 0.0% | 21 | +2,109 | 4.43% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 46,022 | 1,946 | 0.0% | 0.0% | 22 | +1,766 | 3.99% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Reduced | 45,180 | 1,911 | 0.0% | 0.0% | 23 | -784 | -1.71% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,695 | 1,890 | 0.0% | 0.0% | 24 | +1,426 | 3.3% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 43,015 | 1,819 | 0.0% | 0.0% | 25 | +3,864 | 9.87% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 42,343 | 1,791 | 0.0% | 0.0% | 26 | -3,221 | -7.07% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,045 | 1,778 | 0.0% | 0.0% | 27 | +2,084 | 5.22% | Q2 2026 | Sep 02, 2026 |
| Walleye Capital LLC | History | Added to | 41,906 | 1,772 | 0.01% | 0.0% | 28 | +26,068 | 164.59% | Q2 2026 | Aug 03, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 39,264 | 1,660 | 0.09% | 0.06% | 29 | +1,084 | 2.84% | Q2 2026 | Jul 21, 2026 |
| Man Group plc | History | Reduced | 37,849 | 1,601 | 0.0% | 0.0% | 30 | -6,050 | -13.78% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 37,750 | 1,596 | 0.0% | 0.0% | 31 | +20,691 | 121.29% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,141 | 1,571 | 0.0% | 0.0% | 32 | +22,471 | 153.18% | Q2 2026 | Aug 14, 2026 |
| Aristides Capital LLC | History | Added to | 36,022 | 1,523 | 0.3% | 0.17% | 33 | +2,690 | 8.07% | Q2 2026 | Aug 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 35,470 | 1,500 | 0.19% | 0.12% | 34 | +341 | 0.97% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 34,346 | 1,452 | 0.0% | 0.0% | 35 | -4,830 | -12.33% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 34,000 | 1,438 | 0.08% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 32,622 | 1,379 | 0.16% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Informed Momentum Co LLC | History | New | 32,367 | 1,369 | 0.12% | — | 38 | +32,367 | New | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 30,700 | 1,298 | 0.01% | 0.01% | 39 | -10,000 | -24.57% | Q2 2026 | Aug 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 30,263 | 1,280 | 0.05% | — | 40 | +30,263 | New | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 26,408 | 1,117 | 0.0% | 0.0% | 41 | -941 | -3.44% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 25,663 | 1,083 | 0.0% | 0.0% | 42 | +148 | 0.58% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | New | 23,338 | 987 | 0.0% | — | 43 | +23,338 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 21,424 | 906 | 0.0% | 0.0% | 44 | +1,338 | 6.66% | Q2 2026 | Aug 07, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Reduced | 20,574 | 870 | 0.11% | 0.09% | 45 | -5,000 | -19.55% | Q2 2026 | Aug 14, 2026 |
| Teton Advisors, LLC | History | No change | 20,000 | 846 | 0.49% | 0.33% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | New | 19,498 | 824 | 0.0% | — | 47 | +19,498 | New | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 19,359 | 818 | 0.0% | 0.0% | 48 | +1,066 | 5.83% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 17,200 | 727 | 0.0% | 0.0% | 49 | -1,500 | -8.02% | Q2 2026 | Jul 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 17,183 | 726 | 0.0% | 0.0% | 50 | +1,708 | 11.04% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 14,487 | 612 | 0.0% | 0.0% | 51 | +5,210 | 56.16% | Q2 2026 | Aug 13, 2026 |
| Bridge City Capital, LLC | History | Added to | 13,974 | 591 | 0.13% | 0.08% | 52 | +936 | 7.18% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 13,694 | 579 | 0.0% | 0.0% | 53 | -20,312 | -59.73% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 13,158 | 556 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 11,786 | 493 | 0.0% | 0.0% | 55 | -812 | -6.45% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,464 | 485 | 0.0% | — | 56 | +11,464 | New | Q2 2026 | Jul 27, 2026 |
| Quadrature Capital Ltd | History | New | 11,291 | 477 | 0.0% | — | 57 | +11,291 | New | Q2 2026 | Aug 06, 2026 |
| SPROTT INC. | History | No change | 10,000 | 423 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 9,044 | 382 | 0.01% | 0.01% | 59 | +111 | 1.24% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 8,901 | 377 | 0.02% | — | 60 | +8,901 | New | Q2 2026 | Aug 06, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 8,550 | 361 | 0.08% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 8,479 | 358 | 0.0% | 0.0% | 62 | -755 | -8.18% | Q2 2026 | Aug 14, 2026 |
| Concorde Asset Management, LLC | History | New | 8,352 | 353 | 0.2% | — | 64 | +8,352 | New | Q2 2026 | Aug 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,344 | 353 | 0.0% | 0.0% | 63 | -3,767 | -31.1% | Q2 2026 | Aug 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 8,246 | 348 | 0.0% | 0.0% | 65 | +400 | 5.1% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 8,224 | 347 | 0.0% | 0.0% | 66 | -30,492 | -78.76% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 8,000 | 338 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 7,857 | 332 | 0.0% | 0.0% | 68 | -229 | -2.83% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | New | 7,561 | 319 | 0.0% | — | 69 | +7,561 | New | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | New | 7,481 | 316 | 0.17% | — | 70 | +7,481 | New | Q2 2026 | Aug 05, 2026 |
| Jump Financial, LLC | History | New | 7,019 | 296 | 0.0% | — | 71 | +7,019 | New | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | New | 6,666 | 281 | 0.0% | — | 72 | +6,666 | New | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,634 | 280 | 0.0% | 0.0% | 73 | +3,898 | 142.47% | Q2 2026 | Aug 07, 2026 |
| IMC-Chicago, LLC | History | New | 6,588 | 278 | 0.0% | — | 74 | +6,588 | New | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,528 | 276 | 0.0% | 0.0% | 75 | -2,554 | -28.12% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,504 | 275 | 0.0% | 0.0% | 76 | +6,017 | 1235.52% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | New | 6,476 | 273 | 0.0% | — | 77 | +6,476 | New | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | New | 6,434 | 272 | 0.01% | — | 78 | +6,434 | New | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,092 | 257 | 0.0% | 0.0% | 79 | +3,636 | 148.05% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 5,593 | 236 | 0.0% | — | 80 | +5,593 | New | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,500 | 232 | 0.0% | — | 81 | +5,500 | New | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 5,351 | 226 | 0.01% | — | 82 | +5,351 | New | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | New | 5,083 | 215 | 0.01% | — | 83 | +5,083 | New | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 4,878 | 207 | 0.0% | — | 84 | +4,878 | New | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 4,405 | 186 | 0.01% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,279 | 181 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 4,023 | 170 | 0.0% | 0.0% | 87 | +2,022 | 101.05% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | Added to | 3,752 | 158 | 0.0% | 0.0% | 88 | +3,397 | 956.9% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,600 | 152 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,075 | 130 | 0.0% | 0.0% | 90 | -199 | -6.08% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,964 | 125 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Penserra Capital Management LLC | History | New | 2,856 | 120 | 0.0% | — | 92 | +2,856 | New | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 2,442 | 103 | 0.0% | 0.0% | 93 | -915 | -27.26% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 2,046 | 86 | 0.0% | 0.0% | 94 | +1,890 | 1211.54% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,940 | 82 | 0.0% | 0.0% | 96 | +1,329 | 217.51% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | Added to | 1,942 | 82 | 0.0% | 0.0% | 95 | +1,314 | 209.24% | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,866 | 78 | 0.01% | — | 97 | +1,866 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,453 | 61 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,099 | 46 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 906 | 39 | 0.0% | 0.0% | 100 | +657 | 263.86% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 811 | 34 | 0.0% | 0.0% | 101 | -941 | -53.71% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 785 | 33 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 700 | 29 | 0.0% | 0.0% | 103 | -300 | -30.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 704 | 29 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 400 | 16 | 0.01% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 249 | 11 | 0.01% | 0.01% | 106 | -115 | -31.59% | Q2 2026 | Aug 07, 2026 |
| FEDERATED HERMES, INC. | History | No change | 249 | 10 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 145 | 6 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | New | 110 | 4 | 0.0% | — | 111 | +110 | New | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | New | 100 | 4 | 0.0% | — | 110 | +100 | New | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 178 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 92 | 3 | 0.0% | 0.0% | 112 | -274 | -74.86% | Q2 2026 | Aug 24, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 75 | 3 | 0.0% | — | 114 | +75 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 74 | 3 | 0.0% | — | 113 | +67 | 957.14% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,504 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,454 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -9,517 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,905 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -21 | -47.73% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 18 | 0 | — | — | — | +16 | 800.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 05, 2026 |
| Essential Partners LLC | History | Added to | 16 | 0 | — | — | — | +11 | 220.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10 | 0 | — | — | — | +7 | 233.33% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 22, 2026 |
| GROUP ONE TRADING LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |