Hyliion Holdings Corp. - HYLN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 8,889,248 | 15,645 | 0.0% | 0.0% | 1 | +274,913 | 3.19% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 7,187,123 | 13,224 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,616,646 | 9,885 | 0.0% | — | 3 | +5,616,646 | New | Q1 2026 | May 15, 2026 |
| GENERAL ELECTRIC CO | History | No change | 5,500,000 | 9,680 | 3.14% | 1.54% | 4 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Invesco Ltd. | History | Reduced | 3,725,494 | 6,556 | 0.0% | 0.0% | 5 | -2,528,104 | -40.43% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,079,472 | 5,421 | 0.0% | 0.0% | 6 | +106,115 | 3.57% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 3,007,143 | 5,292 | 0.0% | 0.0% | 7 | -28,938 | -0.95% | Q1 2026 | May 15, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 2,827,742 | 4,976 | 0.28% | 0.33% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,476,190 | 2,598 | 0.0% | 0.0% | 9 | +432,256 | 41.41% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,395,036 | 2,455 | 0.0% | 0.0% | 10 | +1,132,821 | 432.02% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,018,660 | 1,792 | 0.0% | 0.0% | 11 | -28,694 | -2.74% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 931,636 | 1,639 | 0.0% | 0.0% | 12 | +21,904 | 2.41% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 904,719 | 1,592 | 0.0% | 0.0% | 13 | -85,111 | -8.6% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 860,463 | 1,514 | 0.0% | — | 14 | +860,463 | New | Q1 2026 | May 08, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 826,102 | 1,453 | 0.33% | 0.37% | 15 | -35,798 | -4.15% | Q1 2026 | May 21, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 799,672 | 1,406 | 0.0% | 0.0% | 16 | +203,451 | 34.12% | Q1 2026 | May 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 793,784 | 1,397 | 0.0% | — | 17 | +793,784 | New | Q1 2026 | May 08, 2026 |
| 683 Capital Management, LLC | History | Reduced | 725,000 | 1,276 | 0.07% | 0.07% | 18 | -100,000 | -12.12% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 654,500 | 1,151 | 0.0% | 0.0% | 19 | -153,016 | -18.95% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 559,221 | 984 | 0.0% | 0.0% | 20 | +152,075 | 37.35% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 485,527 | 854 | 0.0% | 0.0% | 21 | +5,278 | 1.1% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 398,347 | 701 | 0.0% | 0.0% | 22 | -17,150 | -4.13% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 378,396 | 665 | 0.0% | 0.0% | 23 | +143,972 | 61.42% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 323,693 | 569 | 0.0% | 0.0% | 24 | +32,593 | 11.2% | Q1 2026 | May 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 319,459 | 562 | 0.0% | 0.0% | 25 | +211,506 | 195.92% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 318,600 | 560 | 0.0% | 0.0% | 26 | +104,500 | 48.81% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 305,977 | 538 | 0.0% | 0.0% | 27 | -189,474 | -38.24% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 297,568 | 523 | 0.0% | — | 28 | +297,568 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 242,236 | 426 | 0.0% | 0.0% | 29 | +34,405 | 16.55% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 203,135 | 357 | 0.0% | 0.0% | 30 | +16,119 | 8.62% | Q1 2026 | May 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 186,065 | 327 | 0.02% | 0.01% | 31 | +117,651 | 171.97% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 181,095 | 319 | 0.0% | 0.0% | 32 | +53,349 | 41.76% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 163,920 | 301 | 0.0% | 0.0% | 33 | +11,900 | 7.83% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 156,845 | 275 | 0.0% | — | 34 | +156,845 | New | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 154,246 | 271 | 0.0% | 0.0% | 35 | -8,164 | -5.03% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 143,806 | 253 | 0.0% | 0.0% | 36 | -54,028 | -27.31% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 140,000 | 246 | 0.0% | 0.0% | 37 | +50,000 | 55.56% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 133,100 | 234 | 0.0% | 0.0% | 38 | -300 | -0.22% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 132,300 | 232 | 0.0% | 0.0% | 39 | +91,700 | 225.86% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 125,100 | 230 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 126,653 | 222 | 0.0% | 0.0% | 41 | +29,371 | 30.19% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 119,721 | 210 | 0.0% | 0.0% | 42 | +58,239 | 94.73% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 107,100 | 188 | 0.0% | 0.0% | 43 | -72,923 | -40.51% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 97,877 | 172 | 0.0% | 0.0% | 44 | -163,500 | -62.55% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 94,957 | 167 | 0.0% | 0.0% | 45 | +20,956 | 28.32% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 91,813 | 161 | 0.0% | 0.0% | 46 | +23,671 | 34.74% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 76,977 | 135 | 0.0% | 0.0% | 47 | +22,596 | 41.55% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 76,205 | 134 | 0.0% | — | 48 | +76,205 | New | Q1 2026 | May 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 69,577 | 122 | 0.05% | — | 49 | +69,577 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 63,177 | 111 | 0.0% | 0.0% | 50 | -129,978 | -67.29% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 59,585 | 104 | 0.0% | 0.0% | 51 | +54,335 | 1034.95% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 59,003 | 103 | 0.0% | 0.0% | 52 | +1,414 | 2.46% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | New | 54,053 | 95 | 0.0% | — | 53 | +54,053 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 51,650 | 90 | 0.0% | 0.0% | 54 | -22,099 | -29.97% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 49,598 | 87 | 0.0% | 0.0% | 55 | +1,912 | 4.01% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 49,130 | 86 | 0.0% | 0.0% | 56 | -500 | -1.01% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 51,197 | 84 | 0.0% | 0.0% | 57 | -5,901 | -10.33% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 47,226 | 83 | 0.0% | 0.0% | 58 | -92,151 | -66.12% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 44,704 | 78 | 0.0% | — | 59 | +44,704 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 43,218 | 76 | 0.0% | 0.0% | 60 | +16,637 | 62.59% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 40,453 | 71 | 0.0% | 0.0% | 61 | +543 | 1.36% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 38,459 | 67 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 38,004 | 66 | 0.0% | 0.0% | 63 | -2,496 | -6.16% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 35,658 | 62 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 34,692 | 61 | 0.0% | 0.0% | 65 | +56 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Osbon Capital Management LLC | History | Added to | 34,487 | 60 | 0.05% | 0.05% | 66 | +6,565 | 23.51% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 31,933 | 56 | 0.0% | 0.0% | 67 | +8,838 | 38.27% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 31,473 | 55 | 0.0% | 0.0% | 69 | -17,619 | -35.89% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 31,646 | 55 | 0.0% | 0.0% | 68 | -5,272 | -14.28% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 30,952 | 54 | 0.0% | 0.0% | 70 | +283 | 0.92% | Q1 2026 | Apr 22, 2026 |
| Seelaus Asset Management LLC | History | No change | 30,507 | 53 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | Reduced | 29,096 | 51 | 0.0% | 0.0% | 72 | -21,539 | -42.54% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 27,355 | 48 | 0.0% | 0.0% | 73 | -1,548 | -5.36% | Q1 2026 | May 12, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 25,966 | 45 | 0.03% | 0.04% | 74 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 25,000 | 44 | 0.0% | — | 76 | +25,000 | New | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,368 | 44 | 0.0% | 0.0% | 75 | +5,235 | 26.0% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 24,449 | 43 | 0.0% | 0.0% | 77 | -1,261 | -4.9% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | New | 21,058 | 42 | 0.0% | — | 78 | +21,058 | New | Q1 2026 | Apr 20, 2026 |
| MARSHALL WACE, LLP | History | New | 23,862 | 41 | 0.0% | — | 79 | +23,862 | New | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 20,728 | 36 | 0.0% | 0.0% | 81 | -1,299 | -5.9% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 20,783 | 36 | 0.0% | 0.0% | 80 | +235 | 1.14% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 19,933 | 35 | 0.0% | — | 84 | +19,933 | New | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | No change | 20,019 | 35 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 20,006 | 35 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 19,730 | 34 | 0.01% | 0.02% | 86 | -20,484 | -50.94% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 19,793 | 34 | 0.0% | 0.0% | 85 | -15,763 | -44.33% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 18,480 | 32 | 0.0% | — | 87 | +18,480 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 17,703 | 31 | 0.0% | — | 89 | +17,703 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,971 | 31 | 0.0% | 0.0% | 88 | -4,681 | -20.66% | Q1 2026 | Apr 24, 2026 |
| Magnus Financial Group LLC | History | New | 16,686 | 29 | 0.0% | — | 90 | +16,686 | New | Q1 2026 | Apr 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 16,049 | 28 | 0.0% | — | 92 | +16,049 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 16,126 | 28 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 15,517 | 27 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 15,233 | 26 | 0.0% | — | 95 | +15,233 | New | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | No change | 15,233 | 26 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 14,083 | 24 | 0.0% | — | 99 | +14,083 | New | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,983 | 24 | 0.0% | 0.0% | 98 | -1,456 | -9.43% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 13,726 | 24 | 0.0% | 0.0% | 96 | -17 | -0.12% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,621 | 24 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,000 | 21 | 0.0% | 0.0% | 100 | -2,504 | -17.26% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | New | 11,303 | 19 | 0.0% | — | 102 | +11,303 | New | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Reduced | 11,310 | 19 | 0.0% | 0.0% | 101 | -1,601 | -12.4% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | New | 10,500 | 18 | 0.0% | — | 107 | +10,500 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,426 | 18 | 0.0% | 0.0% | 104 | -7,966 | -43.31% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,559 | 18 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 10,750 | 18 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,700 | 18 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legal & General Group Plc | History | No change | 10,152 | 17 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 10,000 | 17 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 8,523 | 15 | 0.0% | 0.0% | 110 | -1,220 | -12.52% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | New | 7,169 | 12 | 0.0% | — | 112 | +7,169 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 7,250 | 12 | 0.0% | 0.0% | 111 | +98 | 1.37% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 6,708 | 11 | 0.0% | 0.0% | 113 | -921 | -12.07% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,103 | 7 | 0.0% | 0.0% | 114 | -3,042 | -42.58% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 3,544 | 6 | 0.0% | — | 117 | +3,544 | New | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,527 | 6 | 0.0% | 0.0% | 115 | -3,345 | -48.68% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 3,578 | 6 | 0.0% | 0.0% | 116 | +573 | 19.07% | Q1 2026 | Apr 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,284 | 5 | 0.0% | 0.0% | 118 | -144 | -4.2% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 2,577 | 4 | 0.0% | 0.0% | 119 | +343 | 15.35% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | New | 1,003 | 1 | 0.0% | — | 123 | +1,003 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 751 | 1 | 0.0% | 0.0% | 122 | +117 | 18.45% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 750 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 637 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -26,583 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,581 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,245 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,895 | -100.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 500 | 0 | — | 0.0% | — | -1,200 | -70.59% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 555 | 0 | — | — | — | +555 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 393 | 0 | — | — | — | +393 | New | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 200 | 0 | — | — | — | +200 | New | Q1 2026 | May 06, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -150 | -100.0% | Q1 2026 | May 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 113 | 0 | — | — | — | +113 | New | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 125 | 0 | — | — | — | +98 | 362.96% | Q1 2026 | Apr 24, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -63 | -100.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 4 | 0 | — | — | — | -28 | -87.5% | Q1 2026 | May 13, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14 | 0 | — | — | — | +13 | 1300.0% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 318 | 0 | — | — | — | -2 | -0.63% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 199 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| IFP Advisors, Inc | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Bogart Wealth, LLC | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 226 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 325 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 190 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |