HAIN CELESTIAL GROUP INC - HAIN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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 7,122,118 7,620 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
Nantahala Capital Management, LLC History Added to 8,528,789 5,951 0.22% 0.23% 2 +2,000,000 30.63% Q1 2026 May 15, 2026
CastleKnight Management LP History Added to 8,147,436 5,685 0.09% 0.06% 3 +5,474,336 204.79% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 7,445,084 5,195 0.0% 0.0% 4 +51,865 0.7% Q1 2026 May 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 5,050,812 3,524 0.0% 0.0% 5 -802,919 -13.72% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 3,992,279 2,770 0.0% 0.0% 6 +812,845 25.57% Q1 2026 May 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 3,901,836 2,723 0.0% 7 +3,901,836 New Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 3,439,970 2,400 0.0% 0.0% 8 +1,704,825 98.25% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 3,254,997 2,163 0.0% 0.0% 9 +1,187,954 57.47% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 1,841,900 1,970 0.0% 0.0% 10 0 0.0% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,809,115 1,960 0.0% 0.0% 11 +708,189 33.71% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,374,881 1,657 0.0% 0.0% 12 +164,152 7.43% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 2,005,267 1,399 0.0% 0.0% 13 -40,690 -1.99% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,840,409 1,284 0.0% 14 +1,840,409 New Q1 2026 May 08, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,733,777 1,196 0.0% 0.0% 15 -14,760 -0.84% Q1 2026 May 13, 2026
Western Standard LLC History New 1,617,037 1,128 0.59% 16 +1,617,037 New Q1 2026 May 05, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 1,250,424 872 0.0% 0.0% 17 +59,056 4.96% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Added to 1,218,733 850 0.0% 0.0% 18 +900,831 283.37% Q1 2026 Apr 20, 2026
Man Group plc History Added to 1,018,327 710 0.0% 0.0% 19 +549,273 117.1% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 904,520 633 0.0% 0.0% 20 -143,151 -13.66% Q1 2026 May 06, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 864,353 602 0.0% 0.0% 21 -276,798 -24.26% Q1 2026 May 07, 2026
Solas Capital Management, LLC History New 856,064 597 0.34% 22 +856,064 New Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 690,040 481 0.0% 0.0% 23 +33,986 5.18% Q1 2026 May 14, 2026
INGALLS & SNYDER LLC History Added to 662,860 463 0.02% 0.03% 24 +23,807 3.73% Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 590,461 412 0.0% 25 +590,461 New Q1 2026 May 08, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 381,512 266 0.01% 0.01% 26 +11,777 3.19% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History No change 366,948 256 0.0% 0.0% 27 0 0.0% Q1 2026 May 15, 2026
UBS Group AG History Added to 339,801 237 0.0% 0.0% 28 +185,000 119.51% Q1 2026 May 05, 2026
Vanguard Global Advisers, LLC History New 338,348 236 0.0% 29 +338,348 New Q1 2026 May 08, 2026
GAMCO INVESTORS, INC. ET AL History Added to 300,000 209 0.0% 0.0% 30 +85,000 39.53% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 284,415 198 0.0% 0.0% 31 -1,121 -0.39% Q1 2026 May 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 179,290 191 0.0% 0.0% 32 0 0.0% Q1 2026 May 15, 2026
GatePass Capital, LLC History Added to 259,700 181 0.08% 0.1% 33 +71,000 37.63% Q1 2026 May 06, 2026
AMERIPRISE FINANCIAL INC History Reduced 242,044 168 0.0% 0.0% 34 -138,593 -36.41% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 223,184 155 0.0% 0.0% 35 -492,047 -68.8% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 220,200 153 0.0% 0.0% 36 +12,654 6.1% Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Reduced 216,800 151 0.0% 0.0% 37 -6,500 -2.91% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 216,100 150 0.0% 0.0% 38 +156,600 263.19% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 199,197 139 0.0% 0.0% 39 -446,058 -69.13% Q1 2026 May 12, 2026
Nuveen, LLC History Added to 190,093 132 0.0% 0.0% 40 +1,171 0.62% Q1 2026 Apr 30, 2026
IEQ CAPITAL, LLC History Added to 172,247 120 0.0% 0.0% 41 +78,774 84.27% Q1 2026 May 14, 2026
XTX Topco Ltd History Added to 166,899 116 0.0% 0.0% 42 +87,492 110.18% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 155,012 108 0.0% 43 +155,012 New Q1 2026 May 14, 2026
Cetera Investment Advisers History Added to 148,137 103 0.0% 0.0% 44 +1,400 0.95% Q1 2026 May 13, 2026
Invesco Ltd. History Reduced 145,715 101 0.0% 0.0% 45 -25,834 -15.06% Q1 2026 May 12, 2026
RHUMBLINE ADVISERS History Added to 141,208 98 0.0% 0.0% 46 +13,190 10.3% Q1 2026 May 12, 2026
Byrne Asset Management LLC History Reduced 138,300 96 0.06% 0.09% 47 -10,300 -6.93% Q1 2026 Apr 02, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 138,002 95 0.0% 0.0% 48 +39,089 39.52% Q1 2026 May 13, 2026
Sageworth Trust Co History No change 127,834 89 0.0% 0.01% 49 0 0.0% Q1 2026 Apr 29, 2026
BANK OF AMERICA CORP /DE/ History Reduced 125,123 87 0.0% 0.0% 50 -11,517 -8.43% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 124,568 86 0.0% 0.0% 51 -109,503 -46.78% Q1 2026 May 15, 2026
GABELLI FUNDS LLC History Added to 121,000 84 0.0% 0.0% 52 +67,500 126.17% Q1 2026 May 14, 2026
CWM, LLC History Added to 112,594 78 0.0% 0.0% 53 +59,802 113.28% Q1 2026 May 14, 2026
Tidal Investments LLC History Added to 104,334 72 0.0% 0.0% 54 +53 0.05% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 102,540 71 0.0% 0.0% 55 -155,924 -60.33% Q1 2026 May 08, 2026
STIFEL FINANCIAL CORP History Added to 96,379 67 0.0% 0.0% 56 +63,014 188.86% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History No change 92,844 63 0.0% 0.0% 57 0 0.0% Q1 2026 Apr 30, 2026
Rathbones Group PLC History No change 88,280 61 0.0% 0.0% 58 0 0.0% Q1 2026 May 12, 2026
J. Derek Lewis & Associates Inc. History Reduced 86,000 60 0.01% 0.04% 59 -80,000 -48.19% Q1 2026 May 21, 2026
BARCLAYS PLC History Reduced 83,661 58 0.0% 0.0% 60 -122,879 -59.49% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Reduced 83,896 58 0.0% 0.0% 61 -18 -0.02% Q1 2026 May 14, 2026
Cerity Partners LLC History Reduced 75,427 52 0.0% 0.0% 62 -6,672 -8.13% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 73,302 51 0.0% 0.0% 63 +9,496 14.88% Q1 2026 May 15, 2026
Quinn Opportunity Partners LLC History No change 60,000 41 0.0% 0.0% 64 0 0.0% Q1 2026 May 15, 2026
FMR LLC History Added to 53,217 37 0.0% 0.0% 65 +34,092 178.26% Q1 2026 May 15, 2026
FLOW TRADERS U.S. LLC History New 47,088 33 0.0% 69 +47,088 New Q1 2026 May 15, 2026
Mariner, LLC History Added to 47,403 33 0.0% 0.0% 67 +17,305 57.5% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 40,323 33 0.0% 0.0% 68 +5,988 17.44% Q1 2026 Apr 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 46,439 33 0.0% 0.0% 66 0 0.0% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 42,923 29 0.0% 0.0% 70 -19,499 -31.24% Q1 2026 May 08, 2026
CITIGROUP INC History Reduced 39,553 27 0.0% 0.0% 71 -91,045 -69.71% Q1 2026 May 11, 2026
WELLS FARGO & COMPANY/MN History Reduced 36,845 25 0.0% 0.0% 72 -67,442 -64.67% Q1 2026 May 11, 2026
IMC-Chicago, LLC History New 33,169 23 0.0% 74 +33,169 New Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Added to 36,814 23 0.0% 0.0% 73 +629 1.74% Q1 2026 May 13, 2026
Kera Capital Partners, Inc. History New 32,400 22 0.0% 76 +32,400 New Q1 2026 May 06, 2026
WHITE PINE CAPITAL LLC History New 32,000 22 0.01% 75 +32,000 New Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History Added to 25,761 17 0.0% 0.0% 78 +16,230 170.29% Q1 2026 May 15, 2026
Creative Planning History Added to 24,690 17 0.0% 0.0% 79 +13,775 126.2% Q1 2026 May 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 24,866 17 0.0% 0.0% 77 +7,391 42.29% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 23,538 16 0.0% 0.0% 81 -17,214 -42.24% Q1 2026 May 08, 2026
Ethic Inc. History Added to 24,156 16 0.0% 0.0% 82 +11,472 90.44% Q1 2026 Apr 27, 2026
SEI INVESTMENTS CO History Reduced 23,357 16 0.0% 0.0% 80 -9,668 -29.27% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 22,541 15 0.0% 0.0% 83 -42,895 -65.55% Q1 2026 May 12, 2026
Pallas Capital Advisors LLC History New 21,557 15 0.0% 86 +21,557 New Q1 2026 Apr 21, 2026
Vanguard Personalized Indexing Management, LLC History Added to 22,584 15 0.0% 0.0% 85 +7,055 45.43% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 22,021 15 0.0% 0.0% 84 +6,938 46.0% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 21,269 14 0.0% 0.0% 87 -124 -0.58% Q1 2026 Apr 27, 2026
Shay Capital LLC History New 20,000 13 0.0% 90 +20,000 New Q1 2026 May 15, 2026
GRACE & WHITE INC /NY History Reduced 20,000 13 0.0% 0.01% 88 -10,500 -34.43% Q1 2026 Apr 21, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 18,992 13 0.0% 0.0% 89 -9,237 -32.72% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 19,196 12 0.0% 0.0% 92 -4,610 -19.36% Q1 2026 May 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 17,300 12 0.0% 0.0% 91 0 0.0% Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,476 12 0.0% 0.0% 93 0 0.0% Q1 2026 Apr 29, 2026
R Squared Ltd History New 16,214 11 0.01% 95 +16,214 New Q1 2026 Apr 29, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,954 11 0.0% 0.0% 94 0 0.0% Q1 2026 May 06, 2026
Jain Global LLC History Reduced 13,266 9 0.0% 0.0% 100 -56,588 -81.01% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 12,920 9 0.0% 0.0% 98 -16,724 -56.42% Q1 2026 May 14, 2026
Merit Financial Group, LLC History New 14,298 9 0.0% 101 +14,298 New Q1 2026 Apr 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 13,290 9 0.0% 0.0% 96 -4,839 -26.69% Q1 2026 May 13, 2026
ProShare Advisors LLC History Reduced 13,124 9 0.0% 0.0% 97 -3,417 -20.66% Q1 2026 Apr 24, 2026
Arkadios Wealth Advisors History Reduced 13,045 9 0.0% 0.0% 99 -220 -1.66% Q1 2026 May 18, 2026
SG Americas Securities, LLC History Reduced 10,930 8 0.0% 0.0% 103 -33,826 -75.58% Q1 2026 Apr 16, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 12,417 8 0.0% 0.0% 102 -6,421 -34.09% Q1 2026 May 12, 2026
Leonteq Securities AG History No change 11,489 8 0.0% 0.0% 104 0 0.0% Q1 2026 Apr 27, 2026
Focus Partners Wealth History New 10,414 7 0.0% 108 +10,414 New Q1 2026 May 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 10,599 7 0.0% 0.0% 105 -1,011 -8.71% Q1 2026 May 08, 2026
CWA Asset Management Group, LLC History No change 10,038 7 0.0% 0.0% 106 0 0.0% Q1 2026 Apr 20, 2026
Global Retirement Partners, LLC History No change 6,771 7 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 06, 2026
GROUP ONE TRADING LLC History Added to 9,900 6 0.0% 0.0% 109 +100 1.02% Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History No change 8,890 6 0.0% 0.0% 110 0 0.0% Q1 2026 May 13, 2026
Legal & General Group Plc History No change 7,928 5 0.0% 0.0% 111 0 0.0% Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 6,763 4 0.0% 112 +6,309 1389.65% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 5,365 4 0.0% 0.0% 113 +2,596 93.75% Q1 2026 May 15, 2026
Optiver Holding B.V. History Added to 5,093 3 0.0% 0.0% 114 +2,000 64.66% Q1 2026 Jun 02, 2026
Essential Partners LLC History Added to 5,003 3 0.0% 0.0% 115 +161 3.33% Q1 2026 May 21, 2026
Allworth Financial LP History Added to 3,365 2 0.0% 0.0% 118 +2,426 258.36% Q1 2026 May 14, 2026
Sterling Capital Management LLC History Reduced 2,996 2 0.0% 0.0% 117 -2,222 -42.58% Q1 2026 Apr 22, 2026
EverSource Wealth Advisors, LLC History Added to 4,110 2 0.0% 0.0% 119 +2,186 113.62% Q1 2026 May 15, 2026
COMERICA BANK History No change 2,792 2 0.0% 0.0% 116 0 0.0% Q4 2025 Jan 29, 2026
AlphaQuest LLC History No change 2,046 2 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 09, 2026
MAI Capital Management History Added to 2,008 1 0.0% 121 +1,982 7623.08% Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History New 1,624 1 0.0% 123 +1,624 New Q1 2026 Apr 24, 2026
WealthCollab, LLC History No change 2,000 1 0.0% 0.0% 122 0 0.0% Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History Reduced 129 0 0.0% -789,759 -99.98% Q1 2026 May 11, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.06% -597,632 -100.0% Q1 2026 May 08, 2026
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -374,831 -100.0% Q1 2026 May 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.0% -371,400 -100.0% Q1 2026 May 15, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 0.0% -242,293 -100.0% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 201 0 0.01% -220,170 -99.91% Q1 2026 May 07, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.05% -204,582 -100.0% Q1 2026 May 11, 2026
PGGM Investments History Closed out 0 0 0.0% -189,734 -100.0% Q1 2026 May 15, 2026
PERKINS CAPITAL MANAGEMENT INC History Closed out 0 0 0.15% -174,650 -100.0% Q1 2026 Apr 23, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -159,849 -100.0% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.0% -150,600 -100.0% Q1 2026 May 14, 2026
Aristides Capital LLC History Closed out 0 0 0.02% -123,200 -100.0% Q1 2026 May 14, 2026
Raiffeisen Bank International AG History Closed out 0 0 0.0% -120,000 -100.0% Q1 2026 Apr 24, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.0% -97,357 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -70,868 -100.0% Q1 2026 May 15, 2026
Centiva Capital, LP History Closed out 0 0 0.0% -70,807 -100.0% Q1 2026 May 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -69,514 -100.0% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Closed out 0 0 0.0% -43,201 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.0% -39,765 -100.0% Q1 2026 May 14, 2026
Amundi History Closed out 0 0 0.0% -34,781 -100.0% Q1 2026 May 15, 2026
Supplemental Annuity Collective Trust of NJ History Closed out 0 0 0.01% -27,000 -100.0% Q1 2026 May 01, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -26,559 -100.0% Q1 2026 May 15, 2026
NINE MASTS CAPITAL Ltd History Closed out 0 0 0.0% -21,834 -100.0% Q1 2026 May 12, 2026
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -16,520 -100.0% Q1 2026 May 13, 2026
CIM INVESTMENT MANAGEMENT INC History Closed out 0 0 0.0% -13,863 -100.0% Q1 2026 May 19, 2026
Headlands Technologies LLC History Closed out 0 0 0.0% -13,331 -100.0% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Closed out 0 0 0.0% -12,425 -100.0% Q1 2026 May 13, 2026
Teza Capital Management LLC History Closed out 0 0 0.04% -10,351 -100.0% Q1 2026 May 15, 2026
GAMMA Investing LLC History Reduced 336 0 0.0% -8,558 -96.22% Q1 2026 Apr 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Closed out 0 0 0.0% -5,560 -100.0% Q1 2026 May 15, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -5,000 -100.0% Q1 2026 Apr 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.0% -3,417 -100.0% Q1 2026 Apr 28, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -2,844 -100.0% Q1 2026 May 08, 2026
OSAIC HOLDINGS, INC. History Reduced 1,052 0 0.0% -1,260 -54.5% Q1 2026 May 15, 2026
Fortitude Family Office, LLC History Closed out 0 0 -932 -100.0% Q1 2026 Apr 15, 2026
JPL Wealth Management, LLC History New 909 0 +909 New Q1 2026 May 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 -738 -100.0% Q1 2026 May 08, 2026
Avion Wealth History New 734 0 +734 New Q1 2026 May 01, 2026
North Star Investment Management Corp. History New 733 0 +733 New Q1 2026 Apr 23, 2026
Parkside Financial Bank & Trust History New 520 0 +520 New Q1 2026 May 13, 2026
Arax Advisory Partners History New 470 0 +470 New Q1 2026 May 13, 2026
FIFTH THIRD BANCORP History Added to 552 0 +390 240.74% Q1 2026 May 01, 2026
NISA INVESTMENT ADVISORS, LLC History New 339 0 +339 New Q1 2026 Apr 30, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 -280 -100.0% Q1 2026 May 14, 2026
True Wealth Design, LLC History Reduced 137 0 -250 -64.6% Q1 2026 Apr 13, 2026
Farther Finance Advisors, LLC History Added to 580 0 +243 72.11% Q1 2026 Apr 07, 2026
HARBOUR INVESTMENTS, INC. History New 130 0 +130 New Q1 2026 May 15, 2026
Root Financial Partners, LLC History New 129 0 +129 New Q1 2026 Apr 24, 2026
Clearstead Advisors, LLC History Closed out 0 0 -64 -100.0% Q1 2026 May 06, 2026
Covestor Ltd History Added to 76 0 +51 204.0% Q1 2026 May 05, 2026
SJS Investment Consulting Inc. History New 49 0 +49 New Q1 2026 Apr 23, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -49 -100.0% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 177 0 -47 -20.98% Q1 2026 May 13, 2026
IFP Advisors, Inc History Added to 99 0 +43 76.79% Q1 2026 Apr 13, 2026
SIGNATUREFD, LLC History Closed out 0 0 -34 -100.0% Q1 2026 Apr 07, 2026
UMB Bank, n.a. History Closed out 0 0 -25 -100.0% Q1 2026 May 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 76 0 -23 -23.23% Q1 2026 May 08, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 -21 -100.0% Q1 2026 May 06, 2026
Wealth Preservation Advisors, LLC History New 7 0 +7 New Q1 2026 May 15, 2026
Inspire Investing, LLC History Reduced 24 0 -2 -7.69% Q1 2026 Apr 23, 2026
SBI Securities Co., Ltd. History Added to 16 0 +1 6.67% Q1 2026 Apr 27, 2026
Wilmington Savings Fund Society, FSB History No change 300 0 0 0.0% Q1 2026 Apr 30, 2026
ALBION FINANCIAL GROUP /UT History No change 300 0 0 0.0% Q1 2026 Apr 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 205 0 0 0.0% Q1 2026 May 01, 2026
Steward Partners Investment Advisory, LLC History No change 1,000 0 0.0% 0 0.0% Q1 2026 May 08, 2026
Triumph Capital Management History No change 50 0 0 0.0% Q1 2026 May 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 160 0 0 0.0% Q1 2026 May 01, 2026
Blue Trust, Inc. History No change 867 0 0 0.0% Q1 2026 Apr 20, 2026
SageView Advisory Group, LLC History No change 22 0 0 0.0% Q4 2025 Feb 17, 2026
Coston, McIsaac & Partners History No change 15 0 0 0.0% Q1 2026 Apr 22, 2026
TD Waterhouse Canada Inc. History No change 80 0 0 0.0% Q1 2026 May 12, 2026
Federation des caisses Desjardins du Quebec History No change 439 0 0 0.0% Q1 2026 May 13, 2026
Boreal Capital Management LLC History No change 50 0 0 0.0% Q1 2026 May 14, 2026
McMillan Office, Inc. History No change 120 0 0 0.0% Q1 2026 Apr 23, 2026