Freedom Holding Corp. - FRHC
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 | No change | 597,074 | 77,900 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 230,249 | 30,040 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 171,415 | 22,361 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 115,495 | 14,928 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 109,215 | 14,249 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 103,307 | 13,478 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 53,805 | 7,019 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 50,976 | 6,650 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 48,292 | 6,300 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 43,972 | 5,811 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 42,745 | 5,576 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 41,831 | 5,457 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,000 | 5,218 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 38,046 | 4,963 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 36,900 | 4,814 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 35,808 | 4,671 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 34,851 | 4,547 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 32,362 | 4,222 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 31,144 | 4,063 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 27,522 | 3,590 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 26,449 | 3,450 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 26,000 | 3,392 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 25,221 | 3,290 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,249 | 3,106 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 22,700 | 2,961 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Odyssean, LLC | History | No change | 21,511 | 2,806 | 0.46% | 0.46% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 18,669 | 2,435 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,349 | 2,263 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 16,726 | 2,182 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 16,463 | 2,147 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 15,600 | 2,035 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 15,449 | 2,015 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 15,255 | 1,990 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Thistle LLC | History | No change | 13,701 | 1,787 | 0.17% | 0.17% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,838 | 1,674 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 10,898 | 1,421 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,500 | 1,239 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 8,901 | 1,162 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 8,806 | 1,148 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,533 | 1,113 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jupiter Topco LLC | History | No change | 8,410 | 1,098 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 7,497 | 1,086 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 8,281 | 1,080 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 8,250 | 1,076 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Treasurer of the State of North Carolina | History | No change | 7,693 | 1,004 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 6,379 | 832 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 6,158 | 803 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 6,100 | 795 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | No change | 6,095 | 795 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Voleon Capital Management LP | History | No change | 5,879 | 767 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 5,862 | 764 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 5,723 | 746 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 5,228 | 682 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 5,145 | 671 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arizona State Retirement System | History | No change | 5,065 | 660 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 5,000 | 652 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,862 | 634 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 4,732 | 617 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,500 | 587 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,418 | 576 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 4,179 | 545 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 4,086 | 533 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 3,700 | 482 | 0.3% | 0.3% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 3,210 | 418 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,131 | 409 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Squarepoint Ops LLC | History | No change | 3,029 | 395 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 2,961 | 386 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 2,957 | 385 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | No change | 2,892 | 377 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,845 | 371 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vestcor Inc | History | No change | 2,644 | 345 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 2,457 | 320 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 2,436 | 317 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 2,385 | 311 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 2,349 | 306 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 2,321 | 302 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 1,769 | 294 | 0.01% | 0.01% | 77 | +156 | 9.67% | Q3 2026 | Oct 09, 2026 |
| Savant Capital, LLC | History | No change | 2,232 | 291 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,200 | 287 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,116 | 272 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,078 | 271 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 2,061 | 268 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,055 | 268 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,030 | 264 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,004 | 261 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 1,944 | 253 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VARCOV Co. | History | No change | 1,920 | 250 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 1,705 | 222 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 1,699 | 221 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,598 | 208 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,252 | 163 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 906 | 118 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 899 | 117 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 837 | 109 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 545 | 91 | 0.0% | 0.0% | 95 | -53 | -8.86% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 637 | 83 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 643 | 83 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 424 | 70 | 0.0% | 0.0% | 98 | +94 | 28.48% | Q3 2026 | Oct 08, 2026 |
| KBC Group NV | History | No change | 499 | 65 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 494 | 64 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 486 | 63 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 428 | 55 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STRS OHIO | History | No change | 381 | 49 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 344 | 44 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 336 | 43 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 311 | 40 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 244 | 31 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 207 | 27 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 175 | 22 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 162 | 21 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 163 | 21 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | Added to | 112 | 19 | 0.0% | 0.0% | 112 | +2 | 1.82% | Q3 2026 | Oct 02, 2026 |
| Allworth Financial LP | History | No change | 137 | 17 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 101 | 13 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 94 | 12 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 89 | 11 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 91 | 11 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 74 | 10 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 76 | 9 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 53 | 8 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 54 | 7 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 34 | 5 | 0.0% | 0.0% | 122 | -18 | -34.62% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 36 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 24 | 3 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sachetta, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UMB Bank, n.a. | History | No change | 8 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Horizon Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quent Capital, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freestone Grove Partners LP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |