IMMERSION CORP - IMMR
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 | 2,322,319 | 15,791 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,290,017 | 12,503 | 0.0% | 0.0% | 2 | +29,587 | 1.31% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,509,889 | 8,243 | 0.0% | 0.0% | 3 | +45,636 | 3.12% | Q1 2026 | May 15, 2026 |
| CDC Financial, Inc. | History | No change | 1,437,397 | 7,848 | 4.99% | 4.58% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Reduced | 1,346,434 | 7,351 | 0.04% | 0.06% | 5 | -35,064 | -2.54% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,288,269 | 7,033 | 0.0% | — | 6 | +1,288,269 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 735,497 | 4,016 | 0.0% | 0.0% | 7 | +39,278 | 5.64% | Q1 2026 | May 15, 2026 |
| Kanen Wealth Management LLC | History | Added to | 709,000 | 3,871 | 1.39% | 0.92% | 8 | +239,318 | 50.95% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 657,428 | 3,589 | 0.0% | 0.0% | 9 | +12,500 | 1.94% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 607,368 | 3,316 | 0.02% | 0.02% | 10 | +14,675 | 2.48% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 497,967 | 2,718 | 0.0% | 0.0% | 11 | +59,239 | 13.5% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 421,842 | 2,303 | 0.03% | 0.04% | 12 | -1,499 | -0.35% | Q1 2026 | May 22, 2026 |
| Squarepoint Ops LLC | History | Added to | 408,948 | 2,232 | 0.0% | 0.0% | 13 | +109,724 | 36.67% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 401,403 | 2,191 | 0.0% | 0.0% | 14 | +123,825 | 44.61% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 300,034 | 1,638 | 0.0% | 0.0% | 15 | -104,809 | -25.89% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 297,781 | 1,625 | 0.0% | 0.0% | 16 | +243,242 | 446.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 296,024 | 1,616 | 0.0% | 0.0% | 17 | +16,571 | 5.93% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 278,616 | 1,521 | 0.0% | 0.0% | 18 | +71,589 | 34.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 250,654 | 1,368 | 0.0% | 0.0% | 19 | +14,278 | 6.04% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 215,172 | 1,174 | 0.0% | 0.0% | 20 | -92,945 | -30.17% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 214,801 | 1,172 | 0.0% | 0.0% | 21 | +103,145 | 92.38% | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 189,042 | 1,032 | 0.0% | — | 22 | +189,042 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 185,188 | 1,011 | 0.0% | 0.0% | 23 | -260,036 | -58.41% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 170,929 | 933 | 0.0% | 0.0% | 24 | -19,997 | -10.47% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 161,697 | 882 | 0.0% | — | 25 | +161,697 | New | Q1 2026 | May 08, 2026 |
| NATIXIS | History | No change | 132,000 | 720 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diametric Capital, LP | History | Added to | 122,616 | 669 | 0.17% | 0.11% | 27 | +63,561 | 107.63% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 118,200 | 645 | 0.0% | 0.0% | 28 | +47,607 | 67.44% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 108,906 | 594 | 0.03% | 0.03% | 29 | +20,222 | 22.8% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 83,983 | 571 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 83,301 | 566 | 0.95% | 0.95% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | New | 93,502 | 510 | 0.01% | — | 32 | +93,502 | New | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 89,558 | 488 | 0.0% | 0.0% | 33 | -120,414 | -57.35% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 87,899 | 479 | 0.0% | 0.0% | 34 | +1,819 | 2.11% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 82,127 | 448 | 0.0% | 0.0% | 35 | +52,273 | 175.1% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 80,516 | 439 | 0.0% | 0.0% | 36 | -14,025 | -14.83% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 78,462 | 428 | 0.0% | 0.0% | 37 | -3,811 | -4.63% | Q1 2026 | May 15, 2026 |
| Rangeley Capital, LLC | History | New | 75,000 | 409 | 0.4% | — | 38 | +75,000 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 74,696 | 407 | 0.0% | 0.0% | 39 | +13,166 | 21.4% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 73,623 | 401 | 0.0% | 0.0% | 40 | -3,071 | -4.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 71,655 | 391 | 0.0% | 0.0% | 41 | -193,420 | -72.97% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 71,282 | 389 | 0.0% | 0.0% | 42 | +3,160 | 4.64% | Q1 2026 | May 05, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 62,012 | 338 | 0.03% | — | 43 | +62,012 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 61,515 | 335 | 0.0% | 0.0% | 44 | +2,067 | 3.48% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 60,624 | 331 | 0.0% | 0.0% | 45 | +445 | 0.74% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 47,600 | 323 | 0.0% | 0.0% | 46 | +3,290 | 7.42% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 51,861 | 283 | 0.0% | 0.0% | 47 | -30,971 | -37.39% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 50,322 | 275 | 0.0% | 0.0% | 48 | +38,154 | 313.56% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,999 | 267 | 0.0% | 0.0% | 49 | +14,011 | 40.05% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 42,717 | 261 | 0.01% | — | 50 | +42,717 | New | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 44,800 | 244 | 0.0% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 42,900 | 234 | 0.0% | 0.0% | 52 | -55,600 | -56.45% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 42,847 | 233 | 0.0% | 0.0% | 53 | -4,659 | -9.81% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 41,625 | 227 | 0.0% | 0.0% | 54 | -16,574 | -28.48% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 39,881 | 218 | 0.0% | 0.0% | 55 | +4,471 | 12.63% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 38,900 | 212 | 0.0% | 0.0% | 56 | -25,801 | -39.88% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,574 | 199 | 0.0% | 0.0% | 57 | -699 | -1.88% | Q1 2026 | May 12, 2026 |
| Atom Investors LP | History | Reduced | 34,297 | 187 | 0.01% | 0.04% | 58 | -44,568 | -56.51% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 30,131 | 164 | 0.0% | — | 59 | +30,131 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | New | 29,085 | 158 | 0.0% | — | 60 | +29,085 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 28,824 | 157 | 0.0% | 0.0% | 61 | +3,445 | 13.57% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 26,859 | 146 | 0.0% | 0.0% | 62 | +457 | 1.73% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 26,599 | 145 | 0.0% | — | 63 | +26,599 | New | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 25,665 | 140 | 0.01% | — | 64 | +25,665 | New | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 25,343 | 138 | 0.0% | — | 65 | +25,343 | New | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 21,510 | 117 | 0.01% | 0.05% | 66 | -61,791 | -74.18% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 20,953 | 114 | 0.01% | 0.02% | 67 | -8,641 | -29.2% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 20,440 | 111 | 0.01% | 0.01% | 68 | +9,207 | 81.96% | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Reduced | 20,252 | 110 | 0.0% | 0.01% | 69 | -13,333 | -39.7% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,226 | 104 | 0.0% | 0.0% | 70 | +4,883 | 34.04% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 17,863 | 97 | 0.0% | 0.0% | 71 | -77,001 | -81.17% | Q1 2026 | May 14, 2026 |
| Cygnus Capital Advisors, LLC | History | No change | 15,000 | 82 | 0.06% | 0.07% | 72 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 14,939 | 81 | 0.0% | 0.0% | 73 | +6,040 | 67.87% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 13,699 | 74 | 0.0% | 0.0% | 74 | +585 | 4.46% | Q1 2026 | May 14, 2026 |
| JBF Capital, Inc. | History | New | 13,267 | 72 | 0.01% | — | 75 | +13,267 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,681 | 69 | 0.0% | 0.0% | 76 | +84 | 0.67% | Q1 2026 | Jun 02, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,936 | 65 | 0.0% | — | 77 | +11,936 | New | Q1 2026 | May 08, 2026 |
| Register Financial Advisors LLC | History | No change | 11,100 | 60 | 0.02% | 0.03% | 78 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,914 | 59 | 0.0% | 0.0% | 79 | -21,343 | -66.17% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 9,910 | 54 | 0.0% | 0.0% | 80 | -33,769 | -77.31% | Q1 2026 | May 14, 2026 |
| Copeland Capital Management, LLC | History | Added to | 8,816 | 48 | 0.0% | 0.0% | 81 | +679 | 8.34% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,966 | 43 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Optiver Holding B.V. | History | Added to | 7,855 | 42 | 0.0% | 0.0% | 83 | +7,414 | 1681.18% | Q1 2026 | Jun 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,460 | 40 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,566 | 30 | 0.0% | 0.0% | 85 | +4,187 | 303.63% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | New | 4,900 | 26 | 0.0% | — | 86 | +4,900 | New | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,173 | 22 | 0.0% | 0.0% | 87 | +222 | 5.62% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,922 | 21 | 0.0% | 0.0% | 88 | +36 | 0.93% | Q1 2026 | Apr 27, 2026 |
| Caitlin John, LLC | History | No change | 3,965 | 21 | 0.01% | 0.02% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,094 | 16 | 0.0% | 0.0% | 90 | -1,551 | -33.39% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | No change | 2,751 | 15 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 2,720 | 14 | 0.0% | 0.0% | 93 | +1,119 | 69.89% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,586 | 14 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,450 | 13 | 0.0% | 0.0% | 94 | +1,913 | 356.24% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 2,500 | 13 | 0.0% | 0.0% | 95 | +272 | 12.21% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,236 | 12 | 0.0% | 0.0% | 96 | -1,119 | -33.35% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,065 | 11 | 0.0% | 0.01% | 97 | -26,898 | -92.87% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,000 | 10 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,539 | 8 | 0.0% | — | 100 | +1,539 | New | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,518 | 8 | 0.0% | 0.0% | 99 | -208 | -12.05% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,303 | 7 | 0.0% | 0.0% | 101 | -2,889 | -68.92% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,289 | 7 | 0.0% | 0.0% | 102 | -2,210 | -63.16% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 929 | 5 | 0.0% | 0.0% | 105 | -688 | -42.55% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 908 | 5 | 0.0% | 0.0% | 104 | +556 | 157.95% | Q1 2026 | Apr 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 964 | 5 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | No change | 1,000 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 5 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,000 | 5 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 871 | 4 | 0.0% | — | 109 | +871 | New | Q1 2026 | May 08, 2026 |
| WealthCollab, LLC | History | New | 549 | 2 | 0.0% | — | 112 | +549 | New | Q1 2026 | May 13, 2026 |
| HighMark Wealth Management LLC | History | Added to | 395 | 2 | 0.0% | 0.0% | 110 | +5 | 1.28% | Q1 2026 | May 05, 2026 |
| Strive Financial Group ,LLC | History | No change | 275 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 201 | 1 | 0.0% | — | 116 | +201 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 194 | 1 | 0.0% | — | 115 | +194 | New | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 218 | 1 | 0.0% | 0.0% | 114 | +56 | 34.57% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Added to | 161 | 1 | 0.0% | 0.0% | 113 | +7 | 4.55% | Q1 2026 | May 05, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -102,687 | -100.0% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -57,202 | -100.0% | Q1 2026 | May 05, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,493 | -100.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -24,741 | -100.0% | Q1 2026 | May 18, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,126 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,795 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,307 | -100.0% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,064 | -100.0% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,864 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,346 | -100.0% | Q1 2026 | Jun 02, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -882 | -100.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 20 | 0 | — | 0.0% | — | -312 | -93.98% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -125 | -100.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 123 | 0 | — | — | — | +123 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -117 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | New | 75 | 0 | — | — | — | +75 | New | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 58 | 0 | — | — | — | +22 | 61.11% | Q1 2026 | Apr 07, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | Apr 13, 2026 |
| West Financial Advisors, LLC | History | Added to | 104 | 0 | — | — | — | +1 | 0.97% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fairman Group, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |