GoPro, Inc. - GPRO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 6,551,530 | 9,237 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,963,696 | 4,592 | 0.0% | 0.0% | 2 | -1,314,788 | -18.06% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 5,622,845 | 4,323 | 0.01% | 0.01% | 3 | +1,248,735 | 28.55% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,357,037 | 4,124 | 0.0% | — | 4 | +5,357,037 | New | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 11,369 | 3,269 | 0.26% | 0.28% | 5 | -94 | -0.82% | Q1 2026 | Apr 22, 2026 |
| Allianz Asset Management GmbH | History | Added to | 3,436,795 | 2,646 | 0.0% | 0.0% | 6 | +1,123,677 | 48.58% | Q1 2026 | May 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 2,596,704 | 1,999 | 0.01% | 0.01% | 7 | +684,784 | 35.82% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,472,551 | 1,903 | 0.0% | 0.0% | 8 | -53,380 | -2.11% | Q1 2026 | May 13, 2026 |
| Prentice Capital Management, LP | History | Reduced | 1,834,707 | 1,385 | 3.03% | 4.21% | 9 | -63,163 | -3.33% | Q1 2026 | May 15, 2026 |
| DME Capital Management, LP | History | No change | 1,693,860 | 1,304 | 0.04% | 0.08% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,625,900 | 1,251 | 0.0% | 0.0% | 11 | +940,300 | 137.15% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,576,898 | 1,214 | 0.0% | 0.01% | 12 | -1,072,753 | -40.49% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,427,685 | 1,099 | 0.0% | 0.0% | 13 | -3,031,022 | -67.98% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,369,157 | 1,054 | 0.0% | 0.0% | 14 | -2,412,359 | -63.79% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,262,134 | 972 | 0.0% | 0.0% | 15 | -238,551 | -15.9% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,005,363 | 774 | 0.0% | 0.0% | 16 | -2,433,308 | -70.76% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 877,642 | 675 | 0.0% | 0.0% | 17 | -491,444 | -35.9% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 780,676 | 601 | 0.0% | — | 18 | +780,676 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 676,056 | 520 | 0.0% | 0.0% | 19 | +43,675 | 6.91% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | No change | 617,892 | 475 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 604,864 | 465 | 0.0% | 0.0% | 21 | +98,765 | 19.51% | Q1 2026 | May 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 469,478 | 361 | 0.0% | — | 22 | +469,478 | New | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 457,383 | 352 | 0.0% | 0.0% | 23 | -750,840 | -62.14% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 439,817 | 338 | 0.01% | 0.01% | 24 | +302,342 | 219.93% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 412,803 | 317 | 0.0% | 0.0% | 25 | +40,800 | 10.97% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 394,748 | 304 | 0.0% | 0.0% | 26 | +1,739 | 0.44% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 324,422 | 249 | 0.0% | 0.0% | 27 | -291,107 | -47.29% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 302,201 | 232 | 0.0% | 0.0% | 28 | -174 | -0.06% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 288,192 | 221 | 0.0% | 0.0% | 29 | -41,514 | -12.59% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 280,068 | 215 | 0.0% | 0.0% | 30 | -1,906,089 | -87.19% | Q1 2026 | May 12, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 265,800 | 204 | 0.0% | 0.0% | 31 | +99,100 | 59.45% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 140,000 | 197 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 246,809 | 190 | 0.0% | 0.0% | 33 | -813,771 | -76.73% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 203,400 | 156 | 0.0% | 0.0% | 34 | +75,000 | 58.41% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 162,535 | 125 | 0.0% | 0.0% | 35 | +34,961 | 27.4% | Q1 2026 | Apr 20, 2026 |
| Cygnus Capital Advisors, LLC | History | New | 161,000 | 124 | 0.08% | — | 36 | +161,000 | New | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 159,756 | 123 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | New | 154,155 | 118 | 0.0% | — | 38 | +154,155 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 149,341 | 114 | 0.0% | 0.0% | 39 | +14,324 | 10.61% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 130,300 | 100 | 0.0% | 0.0% | 40 | +80,114 | 159.63% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 119,765 | 92 | 0.0% | 0.0% | 41 | -150,001 | -55.6% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 114,933 | 88 | 0.0% | 0.0% | 42 | -9,505 | -7.64% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 114,287 | 87 | 0.0% | 0.0% | 43 | +40,078 | 54.01% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 96,763 | 75 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Added to | 97,067 | 74 | 0.04% | 0.04% | 45 | +32,113 | 49.44% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 47,475 | 66 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 85,179 | 65 | 0.0% | 0.0% | 47 | -103,934 | -54.96% | Q1 2026 | May 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 80,775 | 62 | 0.0% | 0.01% | 48 | +10,815 | 15.46% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 67,562 | 52 | 0.0% | 0.0% | 49 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 56,973 | 43 | 0.0% | — | 50 | +56,973 | New | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 48,673 | 37 | 0.0% | — | 51 | +48,673 | New | Q1 2026 | May 08, 2026 |
| NORDEN GROUP LLC | History | No change | 46,827 | 36 | 0.0% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BANK HAPOALIM BM | History | No change | 43,750 | 34 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 43,350 | 33 | 0.0% | 0.11% | 55 | -902,060 | -95.41% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 43,399 | 33 | 0.0% | 0.01% | 54 | -273,794 | -86.32% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | New | 42,726 | 32 | 0.01% | — | 56 | +42,726 | New | Q1 2026 | May 15, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 41,067 | 31 | 0.0% | — | 57 | +41,067 | New | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 37,330 | 28 | 0.0% | 0.0% | 58 | -2,479 | -6.23% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 35,823 | 27 | 0.0% | — | 59 | +35,823 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,957 | 24 | 0.0% | 0.0% | 60 | -46,393 | -59.21% | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 32,300 | 24 | 0.0% | — | 61 | +32,300 | New | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,973 | 22 | 0.0% | 0.0% | 62 | +200 | 0.7% | Q1 2026 | Apr 30, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 24,100 | 19 | 0.0% | 0.0% | 63 | +10,300 | 74.64% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 19,800 | 15 | 0.0% | 0.01% | 65 | -3,731,069 | -99.47% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 21,694 | 15 | 0.0% | 0.0% | 64 | -1,575 | -6.77% | Q1 2026 | Apr 30, 2026 |
| Vontobel Holding Ltd. | History | New | 17,421 | 13 | 0.0% | — | 67 | +17,421 | New | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 16,913 | 13 | 0.0% | 0.0% | 66 | -1,705 | -9.16% | Q1 2026 | May 06, 2026 |
| RIA Advisory Group LLC | History | No change | 15,700 | 12 | 0.0% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 14,973 | 11 | 0.0% | 0.0% | 70 | -1,037 | -6.48% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,320 | 11 | 0.0% | 0.0% | 69 | -1 | -0.01% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,120 | 10 | 0.0% | 0.0% | 72 | -1,814 | -11.38% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 13,338 | 10 | 0.0% | 0.0% | 71 | -60 | -0.45% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 13,545 | 10 | 0.0% | 0.0% | 73 | -1 | -0.01% | Q1 2026 | May 05, 2026 |
| Walleye Trading LLC | History | Reduced | 11,400 | 8 | 0.0% | 0.0% | 74 | -44,600 | -79.64% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 11,637 | 8 | 0.0% | 0.0% | 76 | -38,016 | -76.56% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,530 | 8 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | New | 10,103 | 7 | 0.0% | — | 78 | +10,103 | New | Q1 2026 | May 13, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 10,000 | 7 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 6,928 | 5 | 0.0% | 0.0% | 79 | +209 | 3.11% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Reduced | 5,151 | 4 | 0.0% | 0.0% | 80 | -543 | -9.54% | Q1 2026 | May 05, 2026 |
| Pioneer Family Office, LLC | History | No change | 6,150 | 4 | 0.0% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,497 | 3 | 0.0% | 0.0% | 82 | +3,992 | 265.25% | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | No change | 5,000 | 3 | 0.0% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Optiver Holding B.V. | History | New | 3,079 | 2 | 0.0% | — | 84 | +3,079 | New | Q1 2026 | Jun 02, 2026 |
| JPL Wealth Management, LLC | History | New | 1,570 | 1 | 0.0% | — | 91 | +1,570 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,540 | 1 | 0.0% | — | 85 | +895 | 138.76% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,710 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,725 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | No change | 1,963 | 1 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,305 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Raiffeisen Bank International AG | History | No change | 2,000 | 1 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -310,438 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -185,330 | -100.0% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -166,341 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -163,421 | -100.0% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -149,797 | -100.0% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -100,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83,665 | -100.0% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -72,013 | -100.0% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -63,724 | -100.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,648 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,845 | -100.0% | Q1 2026 | May 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -54,200 | -100.0% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -53,567 | -100.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,180 | -100.0% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,760 | -100.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,428 | -100.0% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,794 | -100.0% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,780 | -100.0% | Q1 2026 | May 15, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,750 | -100.0% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,324 | -100.0% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 793 | 0 | — | 0.0% | — | -11,716 | -93.66% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 947 | 0 | — | 0.0% | — | -1,764 | -65.07% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 933 | 0 | — | — | — | +933 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 1,032 | 0 | — | 0.0% | — | -896 | -46.47% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | — | — | -437 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial Life Planners | History | New | 400 | 0 | — | — | — | +400 | New | Q1 2026 | Apr 24, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | — | — | -347 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 165 | 0 | — | — | — | -272 | -62.24% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 1 | 0 | — | — | — | -223 | -99.55% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -163 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 150 | 0 | — | — | — | +150 | New | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 125 | 0 | — | — | — | +125 | New | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -125 | -100.0% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -125 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 62 | 0 | — | — | — | -90 | -59.21% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -81 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 6 | 0 | — | — | — | -24 | -80.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Wealth Science Advisors LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 19, 2026 |
| MATHER GROUP, LLC. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 201 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 664 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kimelman & Baird, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 400 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Leonteq Securities AG | History | No change | 133 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | No change | 526 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Parallel Advisors, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Triumph Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fortis Group Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DecisionPoint Financial, LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | No change | 107 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sachetta, LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |