EVOLUTION PETROLEUM CORP - EPM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 2,365,816 | 10,835 | 0.0% | 0.0% | 1 | -46,264 | -1.92% | Q1 2026 | May 13, 2026 |
| WealthTrust Axiom LLC | History | Added to | 2,136,216 | 9,783 | 2.41% | 1.77% | 2 | +187,559 | 9.63% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,453,218 | 6,655 | 0.0% | 0.0% | 3 | +32,641 | 2.3% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 1,629,128 | 5,767 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,247,734 | 5,714 | 0.0% | — | 5 | +1,247,734 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,084,339 | 4,966 | 0.0% | 0.0% | 6 | +63,461 | 6.22% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,029,498 | 4,715 | 0.0% | 0.0% | 7 | +258,805 | 33.58% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 952,897 | 4,364 | 0.01% | 0.01% | 8 | -109,400 | -10.3% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 778,365 | 3,565 | 0.0% | 0.0% | 9 | +21,662 | 2.86% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 709,287 | 3,248 | 0.11% | 0.07% | 10 | +162,130 | 29.63% | Q1 2026 | Apr 20, 2026 |
| STATE STREET CORP | History | Reduced | 692,504 | 3,171 | 0.0% | 0.0% | 11 | -2,670 | -0.38% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 651,329 | 2,983 | 0.0% | 0.0% | 12 | -8,634 | -1.31% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Reduced | 431,178 | 1,974 | 0.12% | 0.12% | 13 | -125,012 | -22.48% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 396,205 | 1,814 | 0.0% | 0.0% | 14 | +62,702 | 18.8% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Reduced | 336,838 | 1,542 | 0.57% | 0.47% | 15 | -1,309 | -0.39% | Q1 2026 | Apr 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 308,836 | 1,414 | 0.0% | 0.0% | 16 | +2,405 | 0.78% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 285,636 | 1,308 | 0.0% | 0.0% | 17 | +150,063 | 110.69% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 208,628 | 955 | 0.0% | — | 18 | +208,628 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 198,513 | 909 | 0.0% | 0.0% | 19 | +53,919 | 37.29% | Q1 2026 | May 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 187,315 | 857 | 0.0% | — | 20 | +187,315 | New | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 167,761 | 768 | 0.0% | 0.0% | 21 | +61,374 | 57.69% | Q1 2026 | May 15, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 174,275 | 616 | 1.03% | 1.03% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 131,577 | 602 | 0.01% | 0.01% | 23 | +1,972 | 1.52% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 123,929 | 567 | 0.0% | 0.0% | 24 | -68,994 | -35.76% | Q1 2026 | May 13, 2026 |
| Castleview Partners, LLC | History | Added to | 95,300 | 436 | 0.22% | 0.14% | 25 | +17,000 | 21.71% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 88,787 | 406 | 0.0% | 0.0% | 26 | -7,107 | -7.41% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 87,835 | 402 | 0.0% | — | 27 | +87,835 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 85,586 | 391 | 0.0% | 0.0% | 28 | -4,423 | -4.91% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 79,663 | 364 | 0.0% | 0.0% | 29 | -2,293 | -2.8% | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Reduced | 78,325 | 358 | 0.01% | 0.01% | 30 | -31,518 | -28.69% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 71,098 | 325 | 0.0% | 0.0% | 31 | +7,158 | 11.19% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 67,789 | 310 | 0.0% | 0.0% | 32 | -18,334 | -21.29% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 66,530 | 304 | 0.0% | 0.0% | 33 | -50,718 | -43.26% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,645 | 291 | 0.0% | 0.0% | 34 | +32,566 | 104.78% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 63,003 | 288 | 0.0% | 0.0% | 35 | +48,332 | 329.44% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Added to | 61,868 | 283 | 0.01% | 0.0% | 36 | +33,978 | 121.83% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | No change | 61,999 | 283 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Added to | 60,313 | 276 | 0.0% | 0.0% | 38 | +2,279 | 3.93% | Q1 2026 | May 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 55,300 | 253 | 0.01% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 52,356 | 239 | 0.02% | — | 40 | +52,356 | New | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 49,788 | 228 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 44,502 | 204 | 0.01% | 0.01% | 42 | +13,906 | 45.45% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 37,474 | 171 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 34,784 | 159 | 0.0% | 0.0% | 44 | -39,025 | -52.87% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,526 | 153 | 0.0% | 0.0% | 45 | +21,232 | 172.7% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 32,340 | 148 | 0.0% | — | 46 | +32,340 | New | Q1 2026 | May 11, 2026 |
| Odyssean, LLC | History | New | 31,931 | 146 | 0.05% | — | 47 | +31,931 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 29,271 | 134 | 0.0% | 0.0% | 48 | -1,574 | -5.1% | Q1 2026 | May 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 27,831 | 127 | 0.0% | — | 49 | +27,831 | New | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 27,688 | 126 | 0.0% | — | 50 | +27,688 | New | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 27,307 | 125 | 0.01% | 0.06% | 51 | -146,968 | -84.33% | Q1 2026 | May 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | New | 27,489 | 125 | 0.02% | — | 52 | +27,489 | New | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 26,730 | 122 | 0.0% | 0.0% | 53 | -6,625 | -19.86% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 33,503 | 118 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 23,204 | 107 | 0.0% | 0.0% | 55 | +7,924 | 51.86% | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Reduced | 19,634 | 89 | 0.01% | 0.02% | 56 | -29,299 | -59.88% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | New | 19,538 | 89 | 0.0% | — | 57 | +19,538 | New | Q1 2026 | Apr 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,610 | 87 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 18,033 | 82 | 0.0% | 0.0% | 59 | -10,602 | -37.02% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 16,477 | 75 | 0.0% | — | 61 | +16,477 | New | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 16,547 | 75 | 0.0% | 0.0% | 60 | -5,601 | -25.29% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 16,246 | 74 | 0.0% | 0.0% | 63 | -2,454 | -13.12% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 16,299 | 74 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 16,029 | 73 | 0.0% | 0.0% | 64 | -2,299 | -12.54% | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | New | 15,504 | 71 | 0.0% | — | 65 | +15,504 | New | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 15,176 | 69 | 0.0% | 0.0% | 67 | +341 | 2.3% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,792 | 69 | 0.0% | 0.0% | 66 | +219 | 1.5% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 14,663 | 67 | 0.0% | — | 68 | +14,663 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 14,430 | 66 | 0.0% | 0.0% | 69 | -33,395 | -69.83% | Q1 2026 | May 08, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 14,602 | 66 | 0.05% | 0.03% | 70 | +2,752 | 23.22% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 14,224 | 65 | 0.0% | 0.0% | 71 | -7,998 | -35.99% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | New | 13,938 | 63 | 0.0% | — | 72 | +13,938 | New | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 12,891 | 59 | 0.0% | — | 73 | +12,891 | New | Q1 2026 | May 08, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Reduced | 12,668 | 58 | 0.02% | 0.02% | 74 | -3,042 | -19.36% | Q1 2026 | May 15, 2026 |
| Michels Family Financial, LLC | History | Added to | 12,379 | 56 | 0.04% | 0.03% | 76 | +79 | 0.64% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,300 | 56 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 11,735 | 53 | 0.0% | 0.0% | 77 | +443 | 3.92% | Q1 2026 | May 06, 2026 |
| Kathmere Capital Management, LLC | History | New | 11,161 | 51 | 0.0% | — | 78 | +11,161 | New | Q1 2026 | Apr 28, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,151 | 51 | 0.0% | — | 79 | +11,151 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,089 | 50 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 9,950 | 45 | 0.0% | 0.0% | 81 | -42,789 | -81.13% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,043 | 45 | 0.0% | 0.0% | 82 | -3,793 | -27.41% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 9,562 | 43 | 0.0% | 0.0% | 83 | -14,300 | -59.93% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,909 | 36 | 0.0% | 0.0% | 84 | +68 | 0.87% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | New | 10,000 | 35 | 0.0% | — | 86 | +10,000 | New | Q1 2026 | May 15, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | No change | 10,093 | 35 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,195 | 32 | 0.0% | 0.0% | 87 | +880 | 13.94% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,036 | 32 | 0.0% | 0.0% | 88 | -18 | -0.26% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 6,784 | 31 | 0.0% | 0.0% | 89 | +258 | 3.95% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | No change | 6,975 | 31 | 0.01% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | No change | 6,601 | 30 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legal & General Group Plc | History | Reduced | 2,992 | 13 | 0.0% | 0.0% | 92 | -294 | -8.95% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,914 | 13 | 0.0% | 0.0% | 93 | +71 | 2.5% | Q1 2026 | Apr 07, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 2,500 | 11 | 0.0% | 0.12% | 95 | -132,061 | -98.14% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,594 | 11 | 0.0% | 0.0% | 96 | -445 | -14.64% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,605 | 11 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,926 | 8 | 0.0% | 0.0% | 98 | +1,467 | 319.61% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,845 | 8 | 0.0% | 0.0% | 97 | +1,232 | 200.98% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 1,634 | 7 | 0.0% | 0.0% | 99 | -17,129 | -91.29% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,371 | 6 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,257 | 5 | 0.0% | 0.0% | 102 | +854 | 211.91% | Q1 2026 | Apr 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,088 | 5 | 0.0% | 0.0% | 101 | -508 | -31.83% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 937 | 4 | 0.0% | 0.0% | 104 | +237 | 33.86% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,009 | 4 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 372 | 2 | 0.0% | 0.0% | 105 | -20 | -5.1% | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 380 | 1 | 0.0% | — | 110 | +380 | New | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | New | 357 | 1 | 0.0% | — | 109 | +357 | New | Q1 2026 | May 13, 2026 |
| Mosley Wealth Management | History | New | 300 | 1 | 0.0% | — | 111 | +300 | New | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 304 | 1 | 0.0% | 0.0% | 106 | -131 | -30.11% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 247 | 1 | 0.0% | — | 108 | -34 | -12.1% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 368 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| River Road Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -537,375 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,998 | -100.0% | Q1 2026 | May 20, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -30,869 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,240 | -100.0% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,977 | -100.0% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -19,784 | -100.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,385 | -100.0% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,405 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,623 | -100.0% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,010 | -100.0% | Q1 2026 | Apr 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,261 | -100.0% | Q1 2026 | May 08, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,704 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Metis Global Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,193 | -100.0% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,123 | -100.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,733 | -100.0% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,929 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -992 | -100.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -463 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -184 | -100.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 124 | 0 | — | — | — | +112 | 933.33% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 2 | 0 | — | — | — | -57 | -96.61% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 54 | 0 | — | — | — | +54 | New | Q1 2026 | Apr 24, 2026 |
| Essential Partners LLC | History | Added to | 96 | 0 | — | — | — | +33 | 52.38% | Q1 2026 | May 21, 2026 |
| Covestor Ltd | History | Added to | 19 | 0 | — | — | — | +16 | 533.33% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 103 | 0 | — | — | — | +3 | 3.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 208 | 0 | — | — | — | +2 | 0.97% | Q1 2026 | Apr 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | Apr 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |