Canada Goose Holdings Inc. - GOOS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 4,935,718 | 46,738 | 0.0% | 0.0% | 1 | -46,781 | -0.94% | Q2 2026 | Aug 13, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 2,750,523 | 26,157 | 0.98% | 1.88% | 2 | -467,754 | -14.53% | Q2 2026 | Aug 14, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | No change | 1,758,525 | 16,723 | 0.62% | 0.71% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,352,442 | 12,861 | 0.01% | 0.02% | 4 | -1,273,952 | -48.51% | Q2 2026 | Sep 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,303,791 | 12,382 | 0.01% | 0.01% | 5 | +175,323 | 15.54% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,077,123 | 10,178 | 0.0% | 0.0% | 6 | +368,854 | 52.08% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 836,763 | 7,957 | 0.0% | 0.0% | 7 | +282,508 | 50.97% | Q2 2026 | Sep 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 787,002 | 7,484 | 0.08% | 0.08% | 8 | +207,778 | 35.87% | Q2 2026 | Aug 03, 2026 |
| Invenomic Capital Management LP | History | Reduced | 747,128 | 7,105 | 0.42% | 0.43% | 9 | -109,125 | -12.74% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 741,251 | 7,049 | 0.0% | 0.0% | 10 | +172,874 | 30.42% | Q2 2026 | Aug 11, 2026 |
| Simcoe Capital LLC | History | Added to | 605,130 | 5,754 | 3.51% | 3.15% | 11 | +292,325 | 93.45% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 546,932 | 5,201 | 0.0% | 0.0% | 12 | +377,405 | 222.62% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 463,407 | 4,407 | 0.01% | 0.01% | 13 | -107,890 | -18.89% | Q2 2026 | Aug 14, 2026 |
| Hood River Capital Management LLC | History | Added to | 416,513 | 3,961 | 0.03% | 0.03% | 14 | +107,003 | 34.57% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 407,593 | 3,876 | 0.0% | 0.0% | 15 | -10,127 | -2.42% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 408,768 | 3,870 | 0.0% | 0.0% | 16 | +5,767 | 1.43% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 378,643 | 3,600 | 0.0% | 0.0% | 17 | +23,487 | 6.61% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 360,762 | 3,430 | 0.0% | 0.0% | 18 | -88,225 | -19.65% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 302,036 | 2,872 | 0.0% | 0.0% | 19 | +31,293 | 11.56% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 289,959 | 2,756 | 0.0% | 0.0% | 20 | +173,429 | 148.83% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Reduced | 275,797 | 2,622 | 0.13% | 0.38% | 21 | -375,043 | -57.62% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 273,192 | 2,598 | 0.0% | 0.01% | 22 | -1,026,134 | -78.97% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 247,463 | 2,353 | 0.0% | 0.0% | 23 | +234,076 | 1748.53% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 220,014 | 2,092 | 0.0% | — | 24 | +220,014 | New | Q2 2026 | Aug 14, 2026 |
| Ilex Capital Partners (UK) LLP | History | Reduced | 166,486 | 1,583 | 0.03% | 0.51% | 25 | -1,706,688 | -91.11% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 163,046 | 1,550 | 0.0% | — | 26 | +163,046 | New | Q2 2026 | Aug 13, 2026 |
| Great Hill Capital LLC | History | Added to | 158,723 | 1,509 | 0.04% | 0.09% | 27 | +26,658 | 20.19% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 153,901 | 1,463 | 0.0% | 0.0% | 28 | -97,277 | -38.73% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 130,000 | 1,236 | 0.0% | 0.0% | 29 | -8,189 | -5.93% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 119,800 | 1,139 | 0.0% | 0.0% | 30 | -115,278 | -49.04% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 115,264 | 1,096 | 0.01% | 0.02% | 31 | +8,528 | 7.99% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 114,121 | 1,082 | 0.0% | 0.0% | 32 | +19,923 | 21.15% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | Added to | 110,312 | 1,049 | 0.01% | 0.0% | 33 | +91,020 | 471.8% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 109,779 | 1,044 | 0.0% | 0.0% | 34 | -21,736 | -16.53% | Q2 2026 | Aug 13, 2026 |
| Claret Asset Management Corp | History | Added to | 104,485 | 989 | 0.11% | 0.11% | 35 | +17,761 | 20.48% | Q2 2026 | Jul 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 103,820 | 985 | 0.0% | 0.0% | 36 | -21,393 | -17.09% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 95,987 | 908 | 0.0% | 0.0% | 37 | -6,931 | -6.73% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Reduced | 83,700 | 790 | 0.0% | 0.0% | 38 | -7,600 | -8.32% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 83,184 | 787 | 0.0% | 0.0% | 39 | +1,406 | 1.72% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 79,942 | 760 | 0.0% | 0.0% | 40 | +31,063 | 63.55% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 77,173 | 733 | 0.0% | 0.0% | 41 | +24,788 | 47.32% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 75,953 | 722 | 0.0% | 0.0% | 42 | -21,216 | -21.83% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 74,088 | 701 | 0.0% | 0.0% | 43 | +3,462 | 4.9% | Q2 2026 | Aug 04, 2026 |
| SIG North Trading, ULC | History | Added to | 73,700 | 700 | 0.01% | 0.01% | 44 | +8,600 | 13.21% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 51,428 | 690 | 0.0% | 0.0% | 45 | +4,185 | 8.86% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | Added to | 69,865 | 664 | 0.0% | 0.0% | 46 | +22,346 | 47.03% | Q2 2026 | Aug 03, 2026 |
| Trexquant Investment LP | History | Reduced | 58,499 | 556 | 0.0% | 0.01% | 47 | -41,603 | -41.56% | Q2 2026 | Aug 14, 2026 |
| Spark Investment Management LLC | History | Added to | 58,000 | 548 | 1.07% | 1.0% | 48 | +20,000 | 52.63% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | Added to | 54,806 | 521 | 0.0% | 0.0% | 49 | +1,432 | 2.68% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 54,278 | 516 | 0.0% | 0.01% | 50 | -222,613 | -80.4% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 52,028 | 492 | 0.0% | 0.0% | 51 | -64 | -0.12% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 51,365 | 488 | 0.0% | 0.0% | 52 | -42,218 | -45.11% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 49,951 | 475 | 0.0% | 0.0% | 53 | -37,114 | -42.63% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | Added to | 49,932 | 472 | 0.0% | 0.0% | 54 | +9,559 | 23.68% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 47,565 | 452 | 0.01% | 0.0% | 55 | +12,775 | 36.72% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 45,093 | 428 | 0.01% | — | 56 | +45,093 | New | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 43,700 | 413 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 42,464 | 401 | 0.0% | 0.0% | 58 | +11,344 | 36.45% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | New | 38,612 | 367 | 0.0% | — | 59 | +38,612 | New | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 36,231 | 340 | 0.0% | 0.0% | 60 | +3,464 | 10.57% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 33,662 | 318 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 30,302 | 288 | 0.0% | 0.0% | 62 | +15,722 | 107.83% | Q2 2026 | Aug 13, 2026 |
| Silverleafe Capital Partners, LLC | History | No change | 30,000 | 285 | 0.08% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| DGS Capital Management, LLC | History | No change | 23,003 | 252 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Penn Capital Management Company, LLC | History | New | 25,987 | 247 | 0.02% | — | 65 | +25,987 | New | Q2 2026 | Jul 30, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 25,447 | 240 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | New | 24,717 | 235 | 0.0% | — | 67 | +24,717 | New | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 24,599 | 234 | 0.0% | 0.0% | 68 | -26,425 | -51.79% | Q2 2026 | Jul 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 21,251 | 202 | 0.0% | 0.0% | 69 | +9,052 | 74.2% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 19,744 | 186 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 18,652 | 176 | 0.0% | 0.0% | 72 | +2,620 | 16.34% | Q2 2026 | Aug 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,534 | 176 | 0.0% | 0.0% | 71 | +670 | 3.75% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | Reduced | 17,066 | 162 | 0.0% | 0.0% | 73 | -24,624 | -59.06% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 16,902 | 160 | 0.0% | 0.0% | 74 | -4,450 | -20.84% | Q2 2026 | Aug 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 16,724 | 157 | 0.0% | — | 75 | +16,724 | New | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,221 | 153 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Tennessee, Department of Treasury | History | New | 13,517 | 128 | 0.0% | — | 77 | +13,517 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 12,434 | 118 | 0.0% | 0.0% | 78 | +202 | 1.65% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,098 | 114 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,083 | 105 | 0.0% | 0.0% | 80 | +6,988 | 170.65% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,910 | 103 | 0.0% | 0.0% | 81 | -2,411 | -18.1% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 10,757 | 102 | 0.02% | 0.04% | 82 | -9,296 | -46.36% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | Reduced | 8,072 | 76 | 0.0% | 0.0% | 83 | -1,912 | -19.15% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,967 | 75 | 0.0% | 0.0% | 84 | +50 | 0.63% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | Reduced | 7,072 | 67 | 0.01% | 0.04% | 85 | -23,940 | -77.2% | Q2 2026 | Aug 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 6,810 | 63 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 6,644 | 61 | 0.0% | 0.0% | 87 | -11,975 | -64.32% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,721 | 26 | 0.0% | 0.0% | 88 | +926 | 51.59% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,023 | 18 | 0.0% | 0.0% | 89 | -480 | -19.18% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | New | 1,156 | 10 | 0.0% | — | 91 | +1,156 | New | Q2 2026 | Sep 15, 2026 |
| BARCLAYS PLC | History | Reduced | 1,071 | 10 | 0.0% | 0.0% | 90 | -34 | -3.08% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 799 | 7 | 0.0% | 0.0% | 93 | +621 | 348.88% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 800 | 7 | 0.0% | 0.0% | 92 | +309 | 62.93% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 491 | 4 | 0.0% | 0.0% | 94 | +375 | 323.28% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 403 | 3 | 0.0% | — | 100 | +403 | New | Q2 2026 | Aug 06, 2026 |
| Leonteq Securities AG | History | New | 257 | 3 | 0.0% | — | 99 | +257 | New | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 409 | 3 | 0.0% | 0.0% | 97 | -195 | -32.28% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 350 | 3 | 0.0% | 0.0% | 98 | -100 | -22.22% | Q2 2026 | Jul 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 300 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALERUS FINANCIAL NA | History | No change | 320 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 300 | 2 | 0.0% | 0.0% | 103 | -100 | -25.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 274 | 2 | 0.0% | 0.0% | 102 | +85 | 44.97% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 300 | 2 | 0.0% | 0.0% | 104 | -44 | -12.79% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 211 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | No change | 311 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | New | 177 | 1 | 0.0% | — | 108 | +177 | New | Q2 2026 | Jul 28, 2026 |
| Quarry LP | History | New | 138 | 1 | 0.0% | — | 109 | +138 | New | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | Reduced | 167 | 1 | 0.0% | 0.0% | 106 | -84 | -33.47% | Q2 2026 | Jul 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 110 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 2.94% | — | -391,090 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -291,074 | -100.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,924 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | Closed out | 0 | 0 | — | 0.09% | — | -83,596 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Riverwater Partners LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -77,406 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -34,010 | -100.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.0% | — | -28,268 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,183 | -100.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,701 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,161 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,613 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,647 | -100.0% | Q2 2026 | Aug 13, 2026 |
| New Vernon Capital Holdings II LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,367 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -88 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 68 | 0 | — | — | — | +68 | New | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | New | 55 | 0 | — | — | — | +55 | New | Q2 2026 | Jul 27, 2026 |
| Cornerstone Financial Management LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q2 2026 | Aug 28, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |