JOHNSON OUTDOORS INC - JOUT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | History | No change | 950,502 | 43,761 | 1.44% | 1.44% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 499,964 | 23,018 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 427,700 | 19,691 | 0.18% | 0.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 394,741 | 17,230 | 0.0% | 0.0% | 4 | +12,305 | 3.22% | Q3 2026 | Nov 04, 2026 |
| Wallace Capital Management Inc. | History | No change | 248,207 | 11,427 | 1.25% | 1.25% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 233,477 | 10,749 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 200,957 | 9,243 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 192,228 | 8,850 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 190,057 | 8,750 | 0.2% | 0.2% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 186,268 | 8,577 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 165,916 | 7,638 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | No change | 160,588 | 7,393 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CSM Advisors, LLC | History | No change | 143,290 | 6,599 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 140,392 | 6,463 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 136,696 | 6,293 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 120,006 | 5,341 | 0.01% | 0.01% | 16 | -10,499 | -8.04% | Q3 2026 | Nov 04, 2026 |
| Aristides Capital LLC | History | No change | 113,770 | 5,237 | 1.02% | 1.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 103,487 | 4,764 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| De Lisle Partners LLP | History | No change | 102,748 | 4,722 | 0.52% | 0.52% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 90,610 | 4,171 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 91,310 | 3,985 | 0.59% | 0.57% | 21 | -2,866 | -3.04% | Q3 2026 | Oct 19, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 75,489 | 3,475 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 74,554 | 3,432 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 72,968 | 3,359 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 74,500 | 3,251 | 0.18% | 0.19% | 25 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 69,858 | 3,216 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 66,900 | 3,080 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 59,572 | 2,742 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peapod Lane Capital LLC | History | Reduced | 62,385 | 2,723 | 2.03% | 2.07% | 29 | -4,363 | -6.54% | Q3 2026 | Oct 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 52,270 | 2,406 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 52,095 | 2,398 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 49,391 | 2,273 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 48,530 | 2,234 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 45,870 | 2,111 | 0.17% | 0.17% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 42,573 | 1,960 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 38,348 | 1,765 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 37,408 | 1,722 | 0.23% | 0.23% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 36,899 | 1,610 | 1.04% | 1.1% | 38 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 33,978 | 1,564 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 32,641 | 1,502 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 28,203 | 1,298 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dean Capital Management | History | No change | 27,171 | 1,250 | 0.45% | 0.45% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 23,394 | 1,077 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 21,751 | 1,001 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Round Rock Advisors LLC | History | No change | 21,438 | 987 | 0.13% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 19,880 | 915 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 20,400 | 890 | 0.0% | 0.0% | 47 | +5,700 | 38.78% | Q3 2026 | Oct 30, 2026 |
| GABELLI FUNDS LLC | History | No change | 19,036 | 876 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 18,840 | 822 | 0.02% | 0.01% | 49 | +3,570 | 23.38% | Q3 2026 | Oct 16, 2026 |
| SEI INVESTMENTS CO | History | No change | 16,789 | 772 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 16,141 | 743 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 15,934 | 733 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 15,458 | 711 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,509 | 667 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 14,369 | 661 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 13,864 | 638 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skylands Capital, LLC | History | Reduced | 14,239 | 621 | 0.08% | 0.14% | 57 | -11,403 | -44.47% | Q3 2026 | Oct 21, 2026 |
| Invesco Ltd. | History | No change | 12,937 | 595 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 12,786 | 588 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 12,510 | 575 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,948 | 550 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 11,042 | 508 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,877 | 500 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 10,514 | 484 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 9,060 | 421 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 8,595 | 375 | 0.04% | 0.04% | 66 | +60 | 0.7% | Q3 2026 | Oct 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 7,916 | 364 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 7,769 | 357 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 7,380 | 339 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 6,984 | 321 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,439 | 296 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,240 | 287 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,476 | 252 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 5,423 | 249 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 5,336 | 246 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 5,364 | 246 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,388 | 239 | 0.0% | — | 77 | +5,388 | New | Q3 2026 | Oct 13, 2026 |
| Teton Advisors, LLC | History | No change | 5,000 | 230 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | New | 5,252 | 229 | 0.0% | — | 79 | +5,252 | New | Q3 2026 | Nov 02, 2026 |
| Verdad Advisers, LP | History | No change | 4,869 | 224 | 0.21% | 0.21% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pavaki Capital Management LLC | History | No change | 5,000 | 218 | 0.07% | 0.08% | 81 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,700 | 216 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,610 | 212 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 4,417 | 203 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,999 | 184 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,994 | 137 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,958 | 135 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,538 | 116 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,467 | 113 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,146 | 98 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 1,921 | 88 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 1,881 | 86 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,856 | 81 | 0.0% | 0.0% | 93 | -26 | -1.38% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,476 | 67 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 1,452 | 66 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,442 | 62 | 0.01% | 0.01% | 96 | +77 | 5.64% | Q3 2026 | Oct 01, 2026 |
| US BANCORP \DE\ | History | No change | 1,068 | 49 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,078 | 49 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 861 | 39 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 854 | 39 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 757 | 34 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 697 | 31 | 0.0% | — | 102 | +697 | New | Q3 2026 | Oct 27, 2026 |
| Legal & General Group Plc | History | No change | 658 | 30 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 590 | 27 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 554 | 25 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | New | 453 | 19 | 0.0% | — | 106 | +453 | New | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 424 | 18 | 0.0% | 0.0% | 107 | +65 | 18.11% | Q3 2026 | Oct 08, 2026 |
| Daytona Street Capital LLC | History | No change | 425 | 18 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 301 | 14 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 305 | 13 | 0.0% | 0.0% | 110 | -2,698 | -89.84% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 297 | 12 | 0.0% | 0.0% | 112 | +19 | 6.83% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 283 | 12 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 211 | 9 | 0.0% | — | 114 | +205 | 3416.67% | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Reduced | 196 | 9 | 0.01% | 0.01% | 115 | -12 | -5.77% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 200 | 9 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 184 | 8 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 149 | 6 | 0.0% | 0.0% | 117 | +66 | 79.52% | Q3 2026 | Oct 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 146 | 6 | 0.0% | 0.0% | 118 | +1 | 0.69% | Q3 2026 | Oct 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 120 | 5 | 0.0% | 0.0% | 119 | -11 | -8.4% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 114 | 5 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 103 | 4 | 0.0% | — | 122 | +95 | 1187.5% | Q3 2026 | Oct 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | Added to | 88 | 3 | 0.0% | 0.0% | 124 | +7 | 8.64% | Q3 2026 | Oct 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 83 | 3 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| True Wealth Design, LLC | History | Added to | 63 | 2 | 0.0% | 0.0% | 126 | +7 | 12.5% | Q3 2026 | Oct 13, 2026 |
| Optiver Holding B.V. | History | No change | 58 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 44 | 1 | 0.0% | — | 130 | +44 | New | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | New | 26 | 1 | 0.0% | — | 129 | +26 | New | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 25 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,847 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,955 | -100.0% | Q3 2026 | Oct 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 10 | 0 | — | 0.0% | — | -27 | -72.97% | Q3 2026 | Oct 05, 2026 |
| Root Financial Partners, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 21, 2026 |
| Ascentis Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Fortitude Family Office, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairscale Capital, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |