GILAT SATELLITE NETWORKS LTD - GILT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | History | No change | 4,417,803 | 58,649 | 0.26% | 0.26% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phoenix Financial Ltd. | History | No change | 3,811,406 | 50,729 | 0.35% | 0.35% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,338,158 | 31,120 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,799,354 | 23,949 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,776,853 | 23,699 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LBP AM SA | History | No change | 1,329,611 | 17,697 | 0.18% | 0.18% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 1,108,072 | 14,748 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,094,623 | 14,569 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,091,053 | 14,521 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AWM Investment Company, Inc. | History | No change | 1,036,181 | 13,791 | 1.2% | 1.2% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 643,566 | 8,565 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Penserra Capital Management LLC | History | No change | 625,303 | 8,322 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 621,992 | 8,278 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y.D. More Investments Ltd | History | Added to | 734,270 | 7,315 | 0.21% | 0.28% | 14 | +56,457 | 8.33% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 544,803 | 7,266 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 519,801 | 6,909 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | Added to | 660,217 | 6,516 | 1.19% | 1.63% | 17 | +14,668 | 2.27% | Q3 2026 | Oct 26, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 462,978 | 6,162 | 1.27% | 1.27% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 453,046 | 6,030 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 375,697 | 5,001 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 322,566 | 4,293 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 288,900 | 3,844 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 270,028 | 3,594 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Defiance ETFs, LLC | History | No change | 235,412 | 3,128 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 210,800 | 2,805 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 277,511 | 2,739 | 0.2% | 0.12% | 26 | +138,238 | 99.26% | Q3 2026 | Nov 04, 2026 |
| CREDIT AGRICOLE S A | History | No change | 164,383 | 2,187 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 155,526 | 2,070 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 152,530 | 2,023 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARK Investment Management LLC | History | No change | 118,601 | 1,578 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 111,752 | 1,487 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trexquant Investment LP | History | No change | 101,683 | 1,353 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 92,288 | 1,228 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 85,935 | 1,143 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 85,173 | 1,133 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 84,972 | 1,130 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 83,756 | 1,110 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 81,189 | 1,080 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 73,345 | 976 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Potomac Capital Management, Inc. | History | No change | 72,842 | 969 | 0.66% | 0.66% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 69,274 | 922 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 67,124 | 890 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 56,322 | 749 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 54,798 | 730 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 54,451 | 723 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 53,431 | 711 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 53,433 | 711 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 61,179 | 603 | 0.0% | 0.0% | 48 | -14,104 | -18.73% | Q3 2026 | Oct 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 44,634 | 591 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 43,814 | 583 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 43,407 | 577 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 40,695 | 541 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Magnetar Financial LLC | History | No change | 39,842 | 530 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 52,766 | 520 | 0.01% | 0.01% | 54 | -7,615 | -12.61% | Q3 2026 | Oct 20, 2026 |
| MORGAN STANLEY | History | No change | 36,628 | 487 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 36,326 | 483 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altshuler Shaham Ltd | History | No change | 28,274 | 374 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | No change | 25,600 | 340 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 25,431 | 338 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STATE STREET CORP | History | No change | 23,812 | 316 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GROUP ONE TRADING LLC | History | No change | 23,335 | 310 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 22,739 | 302 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 26,478 | 261 | 0.0% | 0.0% | 63 | +10,854 | 69.47% | Q3 2026 | Oct 16, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 25,384 | 250 | 0.0% | 0.0% | 64 | +8,163 | 47.4% | Q3 2026 | Oct 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 18,717 | 249 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 18,347 | 244 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 17,763 | 236 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 15,658 | 208 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,589 | 207 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 15,552 | 206 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 14,827 | 197 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 12,260 | 163 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 12,125 | 161 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 11,561 | 153 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 11,471 | 152 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 11,471 | 152 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | No change | 10,184 | 135 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,447 | 123 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| StoneX Group Inc. | History | New | 12,128 | 119 | 0.0% | — | 79 | +12,128 | New | Q3 2026 | Nov 03, 2026 |
| Twelve Points Wealth Management LLC | History | New | 14,634 | 113 | 0.02% | — | 80 | +14,634 | New | Q3 2026 | Nov 03, 2026 |
| Pacer Advisors, Inc. | History | No change | 8,299 | 110 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEVEN MILE ADVISORY | History | New | 10,656 | 105 | 0.07% | — | 82 | +10,656 | New | Q3 2026 | Oct 22, 2026 |
| CITIGROUP INC | History | Reduced | 10,139 | 100 | 0.0% | 0.0% | 83 | -21,796 | -68.25% | Q3 2026 | Nov 04, 2026 |
| Elequin Capital, LP | History | No change | 7,308 | 97 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 6,258 | 82 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 8,177 | 80 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,000 | 53 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,896 | 51 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 3,626 | 48 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hanson & Doremus Investment Management | History | No change | 3,904 | 39 | 0.0% | 0.01% | 90 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,000 | 39 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,745 | 36 | 0.0% | 0.0% | 92 | -795 | -17.51% | Q3 2026 | Oct 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,715 | 36 | 0.0% | 0.0% | 93 | +21 | 0.57% | Q3 2026 | Oct 21, 2026 |
| Covestor Ltd | History | Added to | 3,300 | 33 | 0.02% | 0.02% | 94 | +329 | 11.07% | Q3 2026 | Oct 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,091 | 27 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,835 | 24 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 1,758 | 23 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,000 | 19 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,339 | 17 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,390 | 16 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,725 | 16 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,100 | 14 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,076 | 14 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,039 | 13 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 1,000 | 13 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 1,222 | 12 | 0.0% | — | 107 | +1,222 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,261 | 12 | 0.0% | 0.0% | 106 | +1,103 | 698.1% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 871 | 8 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 760 | 7 | 0.0% | — | 113 | +760 | New | Q3 2026 | Oct 09, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 787 | 7 | 0.0% | 0.01% | 112 | -166 | -17.42% | Q3 2026 | Oct 23, 2026 |
| US BANCORP \DE\ | History | No change | 553 | 7 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 566 | 7 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 562 | 7 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nova Financial LLC | History | New | 600 | 5 | 0.0% | — | 115 | +600 | New | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 599 | 5 | 0.0% | 0.0% | 114 | -88 | -12.81% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 323 | 3 | 0.0% | 0.0% | 117 | -772 | -70.5% | Q3 2026 | Oct 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 261 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 106 | 1 | 0.0% | 0.0% | 121 | -144 | -57.6% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 139 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -33,517 | -100.0% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -21,793 | -100.0% | Q3 2026 | Nov 03, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -2,092 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -1,579 | -94.04% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Reduced | 44 | 0 | — | 0.0% | — | -287 | -86.71% | Q3 2026 | Oct 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 58 | 0 | — | — | — | +58 | New | Q3 2026 | Nov 04, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Oct 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 51 | 0 | — | — | — | +17 | 50.0% | Q3 2026 | Oct 20, 2026 |
| Blue Trust, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Financial Perspectives, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |