Funko, Inc. - FNKO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TCG Capital Management, LP | History | No change | 12,520,559 | 73,620 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fund 1 Investments, LLC | History | Reduced | 5,284,552 | 31,073 | 5.15% | 1.94% | 2 | -81,246 | -1.51% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,127,903 | 18,392 | 0.0% | 0.0% | 3 | +395,878 | 14.49% | Q2 2026 | Aug 07, 2026 |
| Ararat Capital Management LP | History | Reduced | 2,116,954 | 12,447 | 5.83% | 4.46% | 4 | -397,749 | -15.82% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,767,266 | 10,391 | 0.0% | 0.0% | 5 | +198,579 | 12.66% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,676,741 | 9,859 | 0.0% | 0.0% | 6 | -46,506 | -2.7% | Q2 2026 | Aug 11, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 1,623,638 | 9,546 | 0.01% | 0.02% | 7 | -732,333 | -31.08% | Q2 2026 | Aug 14, 2026 |
| Hosking Partners LLP | History | Reduced | 1,378,584 | 8,106 | 0.27% | 0.16% | 8 | -25,630 | -1.83% | Q2 2026 | Aug 03, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 1,117,308 | 6,569 | 0.02% | 0.01% | 9 | +126,535 | 12.77% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,087,488 | 6,395 | 0.0% | 0.0% | 10 | +70,902 | 6.97% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,022,758 | 6,013 | 0.0% | 0.0% | 11 | -55,751 | -5.17% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | Reduced | 885,655 | 5,207 | 0.07% | 0.06% | 12 | -285,700 | -24.39% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 834,959 | 4,909 | 0.0% | 0.0% | 13 | -546,421 | -39.56% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 805,251 | 4,734 | 0.0% | 0.0% | 14 | +25,056 | 3.21% | Q2 2026 | Aug 07, 2026 |
| Hudson Bay Capital Management LP | History | No change | 750,000 | 4,410 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUFG Securities EMEA plc | History | No change | 750,000 | 4,410 | 0.05% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Reduced | 743,052 | 4,369 | 1.01% | 0.66% | 17 | -13,824 | -1.83% | Q2 2026 | Aug 14, 2026 |
| ING GROEP NV | History | No change | 600,000 | 3,528 | 0.02% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 579,876 | 3,409 | 0.0% | 0.0% | 19 | +58,304 | 11.18% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 576,562 | 3,390 | 0.0% | 0.0% | 20 | +519,828 | 916.25% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 522,224 | 3,071 | 0.0% | 0.0% | 21 | +263,627 | 101.95% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 519,935 | 3,057 | 0.0% | 0.0% | 22 | -99,699 | -16.09% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 497,233 | 2,923 | 0.0% | 0.0% | 23 | +286,753 | 136.24% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 343,699 | 2,020 | 0.0% | 0.0% | 24 | -75,387 | -17.99% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 329,522 | 1,937 | 0.0% | 0.0% | 25 | +34,366 | 11.64% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 316,050 | 1,858 | 0.0% | 0.0% | 26 | +3,328 | 1.06% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 293,238 | 1,724 | 0.03% | 0.03% | 27 | -152,251 | -34.18% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 292,279 | 1,715 | 0.0% | — | 28 | +292,279 | New | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 280,847 | 1,651 | 0.0% | 0.0% | 29 | +21,980 | 8.49% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 276,626 | 1,626 | 0.0% | 0.0% | 30 | +266,526 | 2638.87% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 265,594 | 1,561 | 0.0% | 0.0% | 31 | +16,988 | 6.83% | Q2 2026 | Aug 13, 2026 |
| Clayton Partners LLC | History | New | 237,280 | 1,395 | 0.92% | — | 32 | +237,280 | New | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 213,900 | 1,257 | 0.0% | — | 33 | +213,900 | New | Q2 2026 | Aug 12, 2026 |
| Manatuck Hill Partners, LLC | History | New | 200,000 | 1,176 | 0.39% | — | 34 | +200,000 | New | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 179,233 | 1,053 | 0.0% | 0.0% | 35 | +153,404 | 593.92% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 178,369 | 1,048 | 0.0% | 0.0% | 36 | -28,146 | -13.63% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 163,776 | 963 | 0.0% | 0.0% | 37 | +9,325 | 6.04% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 156,238 | 918 | 0.0% | 0.0% | 38 | -67,351 | -30.12% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 146,282 | 860 | 0.0% | 0.0% | 39 | -9,619 | -6.17% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 145,630 | 856 | 0.0% | 0.0% | 40 | -248,138 | -63.02% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 138,600 | 814 | 0.0% | 0.0% | 41 | +16,310 | 13.34% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 134,498 | 790 | 0.0% | 0.0% | 42 | +73,625 | 120.95% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 132,396 | 778 | 0.0% | 0.0% | 43 | -254,924 | -65.82% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 119,282 | 701 | 0.0% | — | 44 | +119,282 | New | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | No change | 117,332 | 689 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Jump Financial, LLC | History | New | 116,577 | 685 | 0.01% | — | 46 | +116,577 | New | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 110,222 | 648 | 0.0% | 0.0% | 47 | +7,097 | 6.88% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Added to | 103,515 | 608 | 0.01% | 0.0% | 48 | +28,015 | 37.11% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 95,200 | 559 | 0.0% | 0.0% | 49 | +17,200 | 22.05% | Q2 2026 | Jul 30, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 94,958 | 558 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shay Capital LLC | History | Reduced | 92,233 | 542 | 0.03% | 0.16% | 51 | -497,539 | -84.36% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 86,300 | 507 | 0.0% | 0.0% | 52 | +42,800 | 98.39% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 84,051 | 494 | 0.0% | 0.0% | 53 | +11,600 | 16.01% | Q2 2026 | Aug 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 79,431 | 467 | 0.0% | 0.0% | 54 | +20,855 | 35.6% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | Reduced | 78,652 | 462 | 0.02% | 0.02% | 55 | -55,516 | -41.38% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Reduced | 78,469 | 461 | 0.0% | 0.0% | 56 | -30,876 | -28.24% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 76,479 | 450 | 0.0% | 0.0% | 57 | +12,133 | 18.86% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | Added to | 75,247 | 442 | 0.0% | 0.0% | 58 | +586 | 0.78% | Q2 2026 | Aug 04, 2026 |
| Walleye Capital LLC | History | New | 73,416 | 431 | 0.0% | — | 59 | +73,416 | New | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 72,409 | 425 | 0.0% | 0.0% | 60 | +34,274 | 89.88% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 52,480 | 308 | 0.0% | — | 61 | +52,480 | New | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 51,271 | 301 | 0.0% | 0.0% | 62 | +5,643 | 12.37% | Q2 2026 | Aug 11, 2026 |
| Walleye Trading LLC | History | Added to | 44,561 | 262 | 0.0% | 0.0% | 63 | +8,311 | 22.93% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 41,448 | 243 | 0.0% | 0.0% | 64 | +16,461 | 65.88% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 37,272 | 219 | 0.0% | 0.0% | 65 | -762,264 | -95.34% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 37,400 | 219 | 0.0% | — | 66 | +37,400 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 37,032 | 217 | 0.0% | 0.0% | 67 | +20,179 | 119.74% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 35,000 | 205 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | New | 25,549 | 150 | 0.0% | — | 69 | +25,549 | New | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 43,290 | 136 | 0.0% | 0.0% | 70 | -100 | -0.23% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 19,602 | 115 | 0.0% | 0.0% | 71 | +17,637 | 897.56% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 19,560 | 115 | 0.0% | 0.0% | 72 | +207 | 1.07% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 18,573 | 109 | 0.0% | 0.0% | 73 | -336,186 | -94.76% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | New | 14,923 | 87 | 0.0% | — | 74 | +14,923 | New | Q2 2026 | Aug 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 14,138 | 83 | 0.02% | — | 75 | +14,138 | New | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | New | 13,175 | 77 | 0.12% | — | 76 | +13,175 | New | Q2 2026 | Aug 04, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 12,862 | 75 | 0.01% | — | 77 | +12,862 | New | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | New | 12,749 | 74 | 0.15% | — | 78 | +12,749 | New | Q2 2026 | Jul 24, 2026 |
| State of Wyoming | History | New | 12,647 | 74 | 0.01% | — | 79 | +12,647 | New | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 12,467 | 73 | 0.0% | 0.0% | 80 | +40 | 0.32% | Q2 2026 | Sep 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,497 | 73 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantbot Technologies LP | History | New | 12,159 | 71 | 0.0% | — | 82 | +12,159 | New | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 10,457 | 61 | 0.01% | — | 83 | +10,457 | New | Q2 2026 | Jul 31, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 10,267 | 60 | 0.0% | 0.0% | 84 | -12,406 | -54.72% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 10,349 | 60 | 0.0% | — | 86 | +10,349 | New | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 10,258 | 60 | 0.0% | 0.0% | 85 | -453 | -4.23% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Reduced | 7,210 | 42 | 0.0% | 0.0% | 87 | -664 | -8.43% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,925 | 34 | 0.0% | 0.0% | 88 | -13,369 | -69.29% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,312 | 31 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,195 | 30 | 0.0% | 0.0% | 90 | -1,276 | -19.72% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Added to | 4,118 | 24 | 0.0% | 0.0% | 91 | +962 | 30.48% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 3,964 | 23 | 0.0% | — | 92 | +3,964 | New | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,416 | 20 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,000 | 17 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 2,052 | 12 | 0.0% | — | 95 | +2,052 | New | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,602 | 10 | 0.0% | 0.0% | 96 | +157 | 10.87% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | New | 1,614 | 9 | 0.0% | — | 98 | +1,614 | New | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 2,883 | 9 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 856 | 5 | 0.0% | 0.0% | 99 | -492 | -36.5% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 919 | 5 | 0.0% | 0.0% | 100 | -393 | -29.95% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 774 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 571 | 3 | 0.0% | 0.0% | 103 | -1,633 | -74.09% | Q2 2026 | Aug 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 545 | 3 | 0.0% | 0.0% | 102 | -18 | -3.2% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 400 | 2 | 0.0% | 0.0% | 104 | -1 | -0.25% | Q2 2026 | Aug 12, 2026 |
| Robinswood Financial LLC | History | No change | 484 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 250 | 1 | 0.0% | 0.0% | 108 | -275 | -52.38% | Q2 2026 | Jul 07, 2026 |
| Quarry LP | History | New | 207 | 1 | 0.0% | — | 109 | +207 | New | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 88 | 1 | 0.0% | — | 107 | +62 | 238.46% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Reduced | 305 | 1 | 0.0% | 0.0% | 106 | -54 | -15.04% | Q2 2026 | Aug 11, 2026 |
| Bayberry Capital Partners LP | History | Closed out | 0 | 0 | — | 0.25% | — | -260,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -105,608 | -100.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -72,204 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -51,759 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,271 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,814 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -28,791 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -21,811 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,775 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,061 | -100.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,346 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,418 | -100.0% | Q2 2026 | Jul 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 148 | 0 | — | 0.0% | — | -722 | -82.99% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -140 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 41 | 0 | — | — | — | -132 | -76.3% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 80 | 0 | — | — | — | -95 | -54.29% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | New | 92 | 0 | — | — | — | +92 | New | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 42 | 0 | — | — | — | -1 | -2.33% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| City State Bank | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| True Wealth Design, LLC | History | No change | 124 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |