FIRSTSUN CAPITAL BANCORP - FSUN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,880,385 | 105,018 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 887,232 | 32,348 | 0.0% | 0.0% | 2 | +21,383 | 2.47% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 784,349 | 29,518 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stelac Advisory Services LLC | History | New | 623,704 | 22,740 | 4.6% | — | 4 | +623,704 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 615,062 | 22,425 | 0.0% | — | 5 | +615,062 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 529,957 | 19,322 | 0.0% | 0.0% | 6 | +70,946 | 15.46% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 459,401 | 16,749 | 1.59% | 0.58% | 7 | +293,326 | 176.62% | Q1 2026 | May 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 398,362 | 14,522 | 0.0% | 0.0% | 8 | +114,339 | 40.26% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 313,844 | 11,442 | 0.01% | 0.01% | 9 | +113,173 | 56.4% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 309,967 | 11,111 | 0.0% | 0.0% | 10 | +10,977 | 3.67% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 256,046 | 9,636 | 0.0% | 0.0% | 11 | -152,138 | -37.27% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 215,130 | 7,843 | 0.0% | 0.0% | 12 | +48,720 | 29.28% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 183,804 | 6,701 | 0.13% | 0.12% | 13 | +29,142 | 18.84% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 169,281 | 6,171 | 0.0% | 0.0% | 14 | +51,906 | 44.22% | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | No change | 168,489 | 6,143 | 1.14% | 1.26% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 167,518 | 6,107 | 0.02% | 0.02% | 16 | -5,140 | -2.98% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 160,712 | 5,859 | 0.0% | 0.0% | 17 | +17,714 | 12.39% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 153,732 | 5,605 | 0.0% | 0.0% | 18 | -4,013 | -2.54% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 150,992 | 5,506 | 0.0% | 0.0% | 19 | +143,744 | 1983.22% | Q1 2026 | May 15, 2026 |
| SALZHAUER MICHAEL | History | No change | 140,960 | 5,139 | 2.42% | 2.17% | 20 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Reduced | 136,325 | 4,970 | 1.93% | 1.57% | 21 | -4,190 | -2.98% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 125,500 | 4,723 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 121,325 | 4,423 | 0.08% | 0.09% | 23 | -12,400 | -9.27% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 120,410 | 4,390 | 0.03% | 0.06% | 24 | +22,545 | 23.04% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 109,882 | 4,006 | 0.0% | 0.0% | 25 | +14,559 | 15.27% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 106,895 | 3,897 | 0.0% | 0.0% | 26 | +11,585 | 12.16% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 99,637 | 3,632 | 0.0% | 0.0% | 27 | +36,964 | 58.98% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 96,831 | 3,530 | 0.0% | — | 28 | +96,831 | New | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 92,756 | 3,381 | 0.0% | 0.0% | 29 | -4,254 | -4.39% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 91,279 | 3,328 | 0.0% | 0.0% | 30 | +62,887 | 221.5% | Q1 2026 | May 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 88,518 | 3,227 | 0.0% | 0.0% | 31 | +55,615 | 169.03% | Q1 2026 | Apr 20, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 76,716 | 2,797 | 0.0% | 0.0% | 32 | +5,290 | 7.41% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 72,003 | 2,625 | 0.0% | 0.0% | 33 | -7,433 | -9.36% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 71,300 | 2,599 | 0.0% | — | 34 | +71,300 | New | Q1 2026 | May 08, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 61,946 | 2,258 | 0.44% | 0.5% | 35 | -13,054 | -17.41% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 58,322 | 2,126 | 0.86% | 0.94% | 36 | -350 | -0.6% | Q1 2026 | May 05, 2026 |
| Access Investment Management LLC | History | New | 53,725 | 1,958 | 0.52% | — | 37 | +53,725 | New | Q1 2026 | May 21, 2026 |
| Swiss National Bank | History | Added to | 51,100 | 1,863 | 0.0% | 0.0% | 38 | +26,800 | 110.29% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Added to | 48,977 | 1,785 | 0.0% | 0.0% | 39 | +25,477 | 108.41% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 44,831 | 1,634 | 0.0% | 0.0% | 40 | +6,309 | 16.38% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 44,587 | 1,625 | 0.0% | 0.0% | 41 | -1,123 | -2.46% | Q1 2026 | May 05, 2026 |
| Man Group plc | History | New | 44,090 | 1,607 | 0.0% | — | 42 | +44,090 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 43,848 | 1,598 | 0.0% | 0.0% | 43 | -13,746 | -23.87% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 36,874 | 1,344 | 0.0% | 0.0% | 44 | +22,741 | 160.91% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 36,615 | 1,334 | 0.0% | — | 45 | +36,615 | New | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 35,343 | 1,288 | 0.0% | 0.0% | 46 | +22,077 | 166.42% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 34,740 | 1,266 | 0.0% | 0.01% | 47 | -75,639 | -68.53% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 29,422 | 1,072 | 0.01% | 0.01% | 48 | +11,566 | 64.77% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 28,691 | 1,046 | 0.0% | 0.0% | 49 | +5,709 | 24.84% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | New | 27,893 | 1,016 | 0.0% | — | 50 | +27,893 | New | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 25,602 | 933 | 0.01% | — | 51 | +25,602 | New | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 24,936 | 909 | 0.0% | 0.0% | 52 | +10,077 | 67.82% | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | New | 24,284 | 885 | 0.04% | — | 53 | +24,284 | New | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | New | 24,129 | 879 | 0.01% | — | 54 | +24,129 | New | Q1 2026 | May 15, 2026 |
| Oppenheimer & Close, LLC | History | No change | 21,150 | 771 | 0.49% | 0.54% | 55 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 20,927 | 762 | 0.01% | — | 56 | +20,927 | New | Q1 2026 | Apr 27, 2026 |
| Nuveen, LLC | History | No change | 19,354 | 705 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 17,829 | 650 | 0.0% | — | 58 | +17,829 | New | Q1 2026 | May 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 17,721 | 646 | 0.0% | — | 59 | +17,721 | New | Q1 2026 | May 08, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 17,394 | 634 | 0.0% | 0.0% | 60 | -870 | -4.76% | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | No change | 16,370 | 613 | 0.47% | 0.48% | 61 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 16,502 | 601 | 0.0% | 0.0% | 62 | +10,815 | 190.17% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | New | 15,256 | 556 | 0.01% | — | 63 | +15,256 | New | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Added to | 15,028 | 547 | 0.01% | 0.01% | 64 | +2,309 | 18.15% | Q1 2026 | May 14, 2026 |
| BARR E S & CO | History | New | 15,000 | 546 | 0.03% | — | 65 | +15,000 | New | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | Added to | 14,660 | 534 | 0.02% | 0.01% | 66 | +6,177 | 72.82% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,486 | 528 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 14,411 | 525 | 0.0% | 0.0% | 68 | +8,679 | 151.41% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 14,099 | 514 | 0.0% | 0.0% | 69 | +4,996 | 54.88% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 13,611 | 496 | 0.0% | 0.0% | 70 | +5,574 | 69.35% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 12,651 | 461 | 0.0% | 0.0% | 71 | +601 | 4.99% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | No change | 12,600 | 459 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,158 | 443 | 0.0% | — | 73 | +12,158 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 11,468 | 418 | 0.0% | 0.0% | 74 | -95 | -0.82% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 11,320 | 412 | 0.04% | — | 75 | +11,320 | New | Q1 2026 | May 15, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 11,171 | 407 | 0.12% | — | 76 | +11,171 | New | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 10,396 | 379 | 0.0% | — | 77 | +10,396 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,959 | 363 | 0.0% | 0.0% | 78 | +1,605 | 19.21% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,901 | 360 | 0.0% | 0.0% | 79 | +1,254 | 14.5% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,872 | 359 | 0.0% | 0.0% | 80 | +1,621 | 19.65% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | New | 9,794 | 357 | 0.01% | — | 81 | +9,794 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 9,740 | 355 | 0.0% | — | 82 | +9,740 | New | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 8,928 | 325 | 0.0% | — | 83 | +8,928 | New | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 8,864 | 323 | 0.0% | 0.0% | 84 | -1,886 | -17.54% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | New | 8,364 | 304 | 0.0% | — | 86 | +8,364 | New | Q1 2026 | May 13, 2026 |
| Black Maple Capital Management LP | History | Added to | 8,340 | 304 | 0.17% | 0.17% | 85 | +2,000 | 31.55% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 8,148 | 297 | 0.0% | 0.0% | 87 | -350 | -4.12% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 8,005 | 291 | 0.01% | — | 88 | +8,005 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,809 | 284 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 7,514 | 276 | 0.0% | 0.0% | 90 | -10,703 | -58.75% | Q1 2026 | Apr 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 7,548 | 275 | 0.0% | — | 91 | +7,548 | New | Q1 2026 | May 18, 2026 |
| Arizona State Retirement System | History | New | 7,259 | 264 | 0.0% | — | 92 | +7,259 | New | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | Added to | 7,036 | 256 | 0.0% | 0.0% | 93 | +6,309 | 867.81% | Q1 2026 | Apr 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,663 | 242 | 0.0% | — | 94 | +6,663 | New | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 6,508 | 237 | 0.0% | 0.0% | 95 | -147 | -2.21% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 6,233 | 227 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 6,135 | 223 | 0.0% | — | 97 | +6,135 | New | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 6,054 | 220 | 0.0% | — | 98 | +6,054 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,003 | 218 | 0.0% | 0.0% | 99 | +136 | 2.32% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | New | 5,740 | 209 | 0.0% | — | 100 | +5,740 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,667 | 203 | 0.0% | 0.0% | 101 | +108 | 1.94% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 5,378 | 196 | 0.0% | 0.0% | 102 | -2,903 | -35.06% | Q1 2026 | Apr 16, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 4,150 | 151 | 0.0% | 0.01% | 103 | -3,816 | -47.9% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,086 | 148 | 0.0% | — | 104 | +4,086 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,000 | 145 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,705 | 135 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,700 | 98 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 2,160 | 78 | 0.0% | 0.0% | 108 | +981 | 83.21% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,724 | 62 | 0.0% | 0.0% | 109 | +680 | 65.13% | Q1 2026 | May 08, 2026 |
| FEDERATED HERMES, INC. | History | New | 1,468 | 53 | 0.0% | — | 110 | +1,468 | New | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,276 | 47 | 0.0% | 0.0% | 111 | +918 | 256.42% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,053 | 38 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 929 | 34 | 0.0% | — | 113 | +926 | 30866.67% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Reduced | 884 | 32 | 0.0% | 0.0% | 114 | -1,007 | -53.25% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 798 | 29 | 0.0% | 0.0% | 115 | -28 | -3.39% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | New | 275 | 10 | 0.0% | — | 116 | +275 | New | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Added to | 249 | 9 | 0.01% | 0.0% | 117 | +23 | 10.18% | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 196 | 7 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 154 | 5 | 0.0% | — | 119 | +154 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | New | 105 | 3 | 0.0% | — | 120 | +105 | New | Q1 2026 | May 15, 2026 |
| Sagefield Capital LP | History | New | 68 | 2 | 0.0% | — | 123 | +68 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 61 | 2 | 0.0% | — | 122 | +61 | New | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 58 | 2 | 0.0% | 0.0% | 121 | +31 | 114.81% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 36 | 1 | 0.0% | — | 127 | +36 | New | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 125 | -34 | -53.13% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 38 | 1 | 0.0% | 0.0% | 124 | +8 | 26.67% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 126 | -3 | -6.0% | Q1 2026 | May 21, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,711 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -396 | -100.0% | Q1 2026 | May 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -14 | -46.67% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7 | 0 | — | — | — | -6 | -46.15% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 9 | 0 | — | — | — | -6 | -40.0% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 12 | 0 | — | — | — | -5 | -29.41% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |