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 | Added to | 2,416,712 | 8,893 | 0.0% | 0.0% | 1 | +50,896 | 2.15% | Q2 2026 | Aug 07, 2026 |
| WealthTrust Axiom LLC | History | Added to | 2,212,619 | 8,142 | 1.82% | 2.41% | 2 | +76,403 | 3.58% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,488,715 | 5,478 | 0.0% | 0.0% | 3 | +35,497 | 2.44% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,272,857 | 4,684 | 0.0% | 0.0% | 4 | +25,123 | 2.01% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,075,062 | 3,956 | 0.0% | 0.0% | 5 | -9,277 | -0.86% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,029,814 | 3,789 | 0.01% | 0.01% | 6 | +76,917 | 8.07% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 996,428 | 3,666 | 0.0% | 0.0% | 7 | -33,070 | -3.21% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 885,707 | 3,260 | 0.0% | 0.0% | 8 | +107,342 | 13.79% | Q2 2026 | Aug 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 805,762 | 2,965 | 0.09% | 0.11% | 9 | +96,475 | 13.6% | Q2 2026 | Jul 14, 2026 |
| STATE STREET CORP | History | Reduced | 691,691 | 2,545 | 0.0% | 0.0% | 10 | -813 | -0.12% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | Reduced | 637,694 | 2,346 | 0.0% | 0.0% | 11 | -13,635 | -2.09% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 431,388 | 1,587 | 0.09% | 0.12% | 12 | +210 | 0.05% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 375,692 | 1,382 | 0.0% | 0.0% | 13 | +342,166 | 1020.6% | Q2 2026 | Aug 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 338,176 | 1,244 | 0.38% | 0.57% | 14 | +1,338 | 0.4% | Q2 2026 | Jul 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 265,468 | 976 | 0.0% | 0.0% | 15 | -43,368 | -14.04% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 225,493 | 829 | 0.0% | 0.0% | 16 | +16,865 | 8.08% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 222,300 | 818 | 0.0% | 0.0% | 17 | +34,985 | 18.68% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 171,610 | 631 | 0.0% | 0.0% | 18 | +105,080 | 157.94% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 164,526 | 605 | 0.0% | 0.0% | 19 | -121,110 | -42.4% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 158,947 | 584 | 0.0% | 0.0% | 20 | -39,566 | -19.93% | Q2 2026 | Aug 13, 2026 |
| Castleview Partners, LLC | History | Added to | 115,393 | 424 | 0.19% | 0.22% | 21 | +20,093 | 21.08% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 111,648 | 410 | 0.0% | 0.0% | 22 | +43,859 | 64.7% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 106,842 | 393 | 0.0% | 0.0% | 23 | -17,087 | -13.79% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 98,676 | 363 | 0.0% | 0.0% | 24 | +9,889 | 11.14% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 91,177 | 335 | 0.0% | 0.0% | 25 | -305,028 | -76.99% | Q2 2026 | Sep 02, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 91,173 | 335 | 0.0% | 0.0% | 26 | +56,389 | 162.11% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 84,817 | 312 | 0.0% | 0.01% | 28 | -46,760 | -35.54% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 84,796 | 312 | 0.0% | 0.0% | 27 | -790 | -0.92% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 63,830 | 234 | 0.0% | 0.0% | 29 | -7,268 | -10.22% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 63,157 | 232 | 0.0% | 0.0% | 30 | -488 | -0.77% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 61,999 | 228 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 55,300 | 203 | 0.0% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 53,850 | 198 | 0.0% | 0.0% | 33 | +21,510 | 66.51% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Reduced | 52,282 | 192 | 0.0% | 0.0% | 34 | -8,031 | -13.32% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | Reduced | 51,463 | 189 | 0.01% | 0.02% | 35 | -893 | -1.71% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 49,788 | 183 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 48,366 | 177 | 0.0% | 0.0% | 37 | +41,582 | 612.94% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 46,464 | 170 | 0.0% | 0.0% | 38 | +18,776 | 67.81% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 43,250 | 159 | 0.0% | 0.0% | 39 | +29,026 | 204.06% | Q2 2026 | Aug 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 31,610 | 144 | 0.0% | 0.0% | 40 | +7,000 | 28.44% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 37,803 | 139 | 0.0% | 0.0% | 41 | +23,373 | 161.98% | Q2 2026 | Aug 06, 2026 |
| Ethic Inc. | History | Reduced | 37,539 | 138 | 0.0% | 0.01% | 42 | -40,786 | -52.07% | Q2 2026 | Jul 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 34,137 | 125 | 0.0% | 0.0% | 43 | -3,337 | -8.9% | Q2 2026 | Aug 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 27,489 | 125 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 33,287 | 122 | 0.0% | 0.0% | 45 | +4,016 | 13.72% | Q2 2026 | Aug 07, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 32,203 | 118 | 0.01% | — | 46 | +32,203 | New | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | New | 31,278 | 115 | 0.02% | — | 47 | +31,278 | New | Q2 2026 | Jul 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 30,715 | 113 | 0.0% | 0.0% | 48 | +2,884 | 10.36% | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth LLC | History | Reduced | 26,739 | 98 | 0.01% | 0.01% | 49 | -568 | -2.08% | Q2 2026 | Aug 11, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 26,387 | 97 | 0.0% | 0.01% | 50 | -35,481 | -57.35% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 26,231 | 95 | 0.0% | — | 51 | +26,231 | New | Q2 2026 | Jul 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 24,714 | 90 | 0.0% | 0.0% | 52 | -2,016 | -7.54% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | New | 23,787 | 87 | 0.0% | — | 53 | +23,787 | New | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,204 | 86 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 23,159 | 85 | 0.0% | — | 55 | +23,159 | New | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 21,233 | 78 | 0.0% | 0.0% | 56 | +19,599 | 1199.45% | Q2 2026 | Aug 03, 2026 |
| Engineers Gate Manager LP | History | Reduced | 20,198 | 74 | 0.0% | 0.0% | 57 | -42,805 | -67.94% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 19,783 | 72 | 0.0% | 0.0% | 58 | +3,236 | 19.56% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 18,238 | 67 | 0.0% | — | 59 | +18,238 | New | Q2 2026 | Aug 03, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 16,541 | 61 | 0.01% | — | 60 | +16,541 | New | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,100 | 59 | 0.0% | 0.0% | 62 | -63,563 | -79.79% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 16,299 | 59 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | New | 15,895 | 58 | 0.0% | — | 64 | +15,895 | New | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 15,971 | 58 | 0.0% | 0.0% | 63 | +467 | 3.01% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,286 | 56 | 0.0% | 0.0% | 65 | +494 | 3.34% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 14,806 | 54 | 0.0% | 0.0% | 66 | -370 | -2.44% | Q2 2026 | Aug 14, 2026 |
| Chancellor Financial Group WB LP | History | No change | 14,602 | 53 | 0.03% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Michels Family Financial, LLC | History | Added to | 12,458 | 45 | 0.03% | 0.04% | 69 | +79 | 0.64% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,300 | 45 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XTX Topco Ltd | History | Reduced | 11,671 | 42 | 0.0% | 0.0% | 70 | -2,992 | -20.41% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,151 | 41 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,024 | 40 | 0.0% | — | 73 | +11,024 | New | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,089 | 40 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | New | 10,018 | 36 | 0.0% | — | 75 | +10,018 | New | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,000 | 36 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 9,737 | 35 | 0.0% | 0.0% | 76 | -3,154 | -24.47% | Q2 2026 | Jul 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,562 | 35 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Reduced | 9,017 | 33 | 0.0% | 0.0% | 78 | -933 | -9.38% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 8,628 | 31 | 0.0% | 0.0% | 79 | +8,271 | 2316.81% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,034 | 29 | 0.0% | 0.0% | 80 | +839 | 11.66% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,069 | 29 | 0.0% | 0.0% | 81 | +160 | 2.02% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,619 | 28 | 0.0% | 0.0% | 82 | +583 | 8.29% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 6,975 | 25 | 0.0% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 6,601 | 24 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,727 | 21 | 0.0% | — | 85 | +5,722 | 114440.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,132 | 15 | 0.0% | 0.0% | 86 | +1,538 | 59.29% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,009 | 11 | 0.0% | 0.0% | 88 | +95 | 3.26% | Q2 2026 | Jul 06, 2026 |
| Legal & General Group Plc | History | No change | 2,992 | 11 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,605 | 9 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARD ASSOCIATES INC | History | No change | 2,500 | 9 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 1,845 | 8 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,926 | 7 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 1,589 | 5 | 0.0% | 0.0% | 94 | +652 | 69.58% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,371 | 5 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Reduced | 1,350 | 4 | 0.0% | 0.0% | 95 | -1,086 | -44.58% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,222 | 4 | 0.0% | 0.0% | 96 | -35 | -2.78% | Q2 2026 | Jul 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 862 | 3 | 0.0% | 0.0% | 98 | +490 | 131.72% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 941 | 3 | 0.0% | 0.0% | 97 | -147 | -13.51% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,009 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 598 | 2 | 0.0% | — | 100 | +502 | 522.92% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 443 | 1 | 0.0% | — | 105 | +443 | New | Q2 2026 | Aug 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 494 | 1 | 0.0% | — | 101 | +370 | 298.39% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | New | 298 | 1 | 0.0% | — | 106 | +298 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 325 | 1 | 0.0% | — | 103 | +117 | 56.25% | Q2 2026 | Jul 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 368 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mosley Wealth Management | History | No change | 300 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -167,761 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87,835 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -44,502 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -31,931 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,634 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,538 | -100.0% | Q2 2026 | Jul 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,033 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,477 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,246 | -100.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,029 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -13,938 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -12,668 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,735 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,161 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -10,043 | -100.0% | Q2 2026 | Sep 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 200 | 0 | — | 0.0% | — | -180 | -47.37% | Q2 2026 | Aug 10, 2026 |
| True Wealth Design, LLC | History | Added to | 132 | 0 | — | — | — | +130 | 6500.0% | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 217 | 0 | — | — | — | +114 | 110.68% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 228 | 0 | — | 0.0% | — | -76 | -25.0% | Q2 2026 | Jul 28, 2026 |
| Fortitude Family Office, LLC | History | New | 73 | 0 | — | — | — | +73 | New | Q2 2026 | Jul 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -73 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 65 | 0 | — | — | — | +63 | 3150.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 227 | 0 | — | 0.0% | — | -20 | -8.1% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 24 | 0 | — | — | — | +5 | 26.32% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 18 | 0 | — | — | — | +1 | 5.88% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |