ORTHOPEDIATRICS CORP - KIDS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | History | Reduced | 1,518,018 | 24,090 | 0.04% | 0.05% | 1 | -372,868 | -19.72% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,236,899 | 19,629 | 0.01% | 0.01% | 2 | -159,596 | -11.43% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,174,046 | 18,632 | 0.0% | 0.0% | 3 | -16,336 | -1.37% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,141,118 | 18,109 | 0.0% | 0.0% | 4 | +24,977 | 2.24% | Q1 2026 | May 15, 2026 |
| BRAIDWELL LP | History | No change | 1,100,370 | 17,462 | 0.58% | 0.62% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 970,445 | 17,235 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Granahan Investment Management, LLC | History | Added to | 896,741 | 14,231 | 0.69% | 0.5% | 7 | +232,760 | 35.06% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 887,444 | 14,083 | 0.0% | 0.0% | 8 | -132,252 | -12.97% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 718,176 | 11,397 | 0.0% | — | 9 | +718,176 | New | Q1 2026 | May 15, 2026 |
| Soleus Capital Management, L.P. | History | Added to | 615,447 | 9,767 | 0.4% | 0.34% | 10 | +90,000 | 17.13% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 546,626 | 8,673 | 0.0% | 0.0% | 11 | -75,793 | -12.18% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 432,668 | 6,868 | 0.0% | 0.0% | 12 | +22,099 | 5.38% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 414,041 | 6,570 | 0.0% | 0.0% | 13 | +18,631 | 4.71% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 342,443 | 5,434 | 0.0% | 0.0% | 14 | +168,297 | 96.64% | Q1 2026 | May 15, 2026 |
| WASATCH ADVISORS LP | History | Added to | 329,320 | 5,226 | 0.03% | 0.03% | 15 | +39,451 | 13.61% | Q1 2026 | Apr 21, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 310,548 | 4,928 | 0.7% | 0.75% | 16 | -203,549 | -39.59% | Q1 2026 | May 14, 2026 |
| Prosight Management, LP | History | Added to | 302,399 | 4,799 | 0.79% | 0.5% | 17 | +165,658 | 121.15% | Q1 2026 | May 15, 2026 |
| Roubaix Capital, LLC | History | Added to | 290,047 | 4,603 | 2.15% | 1.77% | 18 | +55,724 | 23.78% | Q1 2026 | May 06, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 263,439 | 4,180 | 0.1% | 0.09% | 19 | -4,826 | -1.8% | Q1 2026 | Apr 17, 2026 |
| AWM Investment Company, Inc. | History | Added to | 237,169 | 3,763 | 0.42% | 0.37% | 20 | +23,000 | 10.74% | Q1 2026 | May 15, 2026 |
| Nantahala Capital Management, LLC | History | No change | 199,449 | 3,165 | 0.12% | 0.12% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 186,321 | 2,956 | 0.06% | 0.07% | 22 | +4,578 | 2.52% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 185,393 | 2,942 | 0.0% | 0.0% | 23 | +32,782 | 21.48% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 168,983 | 2,681 | 0.0% | 0.0% | 24 | +55,987 | 49.55% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 163,987 | 2,602 | 0.0% | 0.0% | 25 | +131,769 | 408.99% | Q1 2026 | Apr 30, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 153,123 | 2,430 | 0.03% | 0.03% | 26 | -25,149 | -14.11% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 150,431 | 2,387 | 0.0% | 0.0% | 27 | -4,821 | -3.11% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 150,298 | 2,385 | 0.0% | — | 28 | +150,298 | New | Q1 2026 | May 08, 2026 |
| Triodos Investment Management BV | History | No change | 147,000 | 2,329 | 0.18% | 0.19% | 29 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 139,097 | 2,207 | 0.0% | 0.0% | 30 | +3,622 | 2.67% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 135,985 | 2,158 | 0.17% | 0.13% | 31 | +44,465 | 48.59% | Q1 2026 | Apr 28, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 120,254 | 1,908 | 0.0% | — | 32 | +120,254 | New | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 100,238 | 1,590 | 0.0% | 0.0% | 33 | +7,818 | 8.46% | Q1 2026 | May 15, 2026 |
| DAFNA Capital Management LLC | History | New | 95,659 | 1,518 | 0.35% | — | 34 | +95,659 | New | Q1 2026 | May 15, 2026 |
| Grandeur Peak Global Advisors, LLC | History | New | 94,090 | 1,493 | 0.35% | — | 35 | +94,090 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 91,224 | 1,447 | 0.0% | 0.0% | 36 | -40,942 | -30.98% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 82,081 | 1,302 | 0.0% | 0.0% | 37 | +19,489 | 31.14% | Q1 2026 | May 13, 2026 |
| CenterBook Partners LP | History | Added to | 79,396 | 1,260 | 0.07% | 0.01% | 38 | +67,756 | 582.1% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 73,071 | 1,159 | 0.0% | 0.0% | 39 | -143 | -0.2% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 72,123 | 1,144 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 64,535 | 1,024 | 0.02% | 0.01% | 41 | +16,325 | 33.86% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 62,408 | 990 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 51,965 | 824 | 0.01% | 0.0% | 43 | +41,391 | 391.44% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 49,636 | 787 | 0.0% | 0.0% | 44 | -1,724 | -3.36% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 48,489 | 769 | 0.0% | 0.0% | 45 | -18,556 | -27.68% | Q1 2026 | May 14, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 47,000 | 745 | 0.03% | 0.04% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 43,177 | 685 | 0.0% | 0.0% | 47 | +2,804 | 6.95% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 40,632 | 644 | 0.0% | 0.0% | 48 | -335 | -0.82% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 39,480 | 626 | 0.0% | 0.0% | 49 | +478 | 1.23% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 35,933 | 570 | 0.0% | 0.0% | 50 | +5,554 | 18.28% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 34,961 | 554 | 0.0% | 0.01% | 51 | -3,067 | -8.07% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 30,351 | 479 | 0.0% | 0.0% | 52 | -14,513 | -32.35% | Q1 2026 | May 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 25,830 | 409 | 0.01% | 0.01% | 53 | -873 | -3.27% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,943 | 395 | 0.0% | — | 54 | +24,943 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 22,761 | 361 | 0.0% | 0.0% | 55 | -41,327 | -64.48% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,710 | 328 | 0.0% | 0.0% | 56 | -1,463 | -6.6% | Q1 2026 | May 12, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 19,845 | 314 | 0.02% | 0.03% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 19,586 | 310 | 0.0% | — | 58 | +19,586 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 16,190 | 287 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 17,896 | 284 | 0.0% | 0.01% | 60 | -18,329 | -50.6% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 17,511 | 277 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 16,386 | 260 | 0.04% | — | 62 | +16,386 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 16,274 | 258 | 0.0% | 0.0% | 63 | -1,797 | -9.94% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 15,947 | 253 | 0.0% | 0.0% | 64 | +3,243 | 25.53% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 15,765 | 250 | 0.0% | 0.01% | 66 | -22,401 | -58.69% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 15,726 | 250 | 0.02% | 0.04% | 65 | -8,285 | -34.51% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 15,006 | 238 | 0.0% | 0.0% | 67 | +109 | 0.73% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,510 | 230 | 0.0% | 0.0% | 68 | +2,565 | 21.47% | Q1 2026 | May 06, 2026 |
| R Squared Ltd | History | New | 13,352 | 211 | 0.12% | — | 69 | +13,352 | New | Q1 2026 | Apr 29, 2026 |
| AlphaQuest LLC | History | No change | 11,220 | 199 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | New | 11,591 | 183 | 0.0% | — | 71 | +11,591 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,236 | 178 | 0.0% | 0.0% | 72 | -501 | -4.27% | Q1 2026 | May 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,147 | 177 | 0.0% | 0.0% | 73 | +505 | 4.75% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | New | 10,065 | 159 | 0.0% | — | 74 | +10,065 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,652 | 153 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,251 | 130 | 0.0% | — | 76 | +8,251 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,040 | 127 | 0.0% | 0.0% | 77 | +204 | 2.6% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,511 | 114 | 0.0% | 0.0% | 78 | +607 | 8.79% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,337 | 100 | 0.0% | 0.0% | 79 | -12,532 | -66.42% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 5,234 | 83 | 0.0% | 0.0% | 80 | -1,000 | -16.04% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | No change | 5,000 | 79 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,980 | 79 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 4,508 | 71 | 0.0% | 0.0% | 83 | -2,668 | -37.18% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,345 | 53 | 0.0% | 0.0% | 84 | -208 | -5.85% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 3,211 | 50 | 0.0% | 0.0% | 85 | -23,194 | -87.84% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Reduced | 3,038 | 48 | 0.01% | 0.01% | 86 | -3,784 | -55.47% | Q1 2026 | May 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 2,859 | 45 | 0.01% | — | 87 | +2,859 | New | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,656 | 26 | 0.0% | 0.0% | 88 | -7,368 | -81.65% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,615 | 25 | 0.0% | 0.0% | 90 | +542 | 50.51% | Q1 2026 | May 07, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,616 | 25 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,565 | 24 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,498 | 23 | 0.0% | 0.0% | 92 | -82 | -5.19% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,402 | 22 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,386 | 21 | 0.0% | 0.0% | 94 | +546 | 65.0% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,294 | 20 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,224 | 19 | 0.0% | 0.0% | 96 | -1,076 | -46.78% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | New | 1,173 | 18 | 0.0% | — | 98 | +1,173 | New | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,156 | 18 | 0.0% | 0.0% | 97 | +984 | 572.09% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,099 | 17 | 0.0% | 0.0% | 99 | +981 | 831.36% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 916 | 14 | 0.0% | 0.0% | 100 | -126 | -12.09% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 647 | 10 | 0.0% | 0.0% | 101 | +342 | 112.13% | Q1 2026 | Apr 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 602 | 9 | 0.0% | 0.0% | 102 | +185 | 44.36% | Q1 2026 | May 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 578 | 9 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 560 | 8 | 0.0% | 0.0% | 104 | +367 | 190.16% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 500 | 7 | 0.0% | 0.0% | 105 | -500 | -50.0% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 452 | 7 | 0.0% | 0.0% | 107 | -315 | -41.07% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | Added to | 413 | 7 | 0.0% | 0.0% | 106 | +23 | 5.9% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 402 | 6 | 0.0% | 0.0% | 108 | -311 | -43.62% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 202 | 3 | 0.0% | — | 110 | +154 | 320.83% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 200 | 3 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | New | 128 | 2 | 0.0% | — | 114 | +128 | New | Q1 2026 | Apr 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 166 | 2 | 0.0% | 0.0% | 113 | -88 | -34.65% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 167 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 149 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Richardson Capital Management LLC | History | New | 79 | 1 | 0.0% | — | 116 | +79 | New | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 105 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -144,220 | -100.0% | Q1 2026 | May 15, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -109,959 | -100.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -19,008 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -18,500 | -100.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,392 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,964 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,106 | -100.0% | Q1 2026 | May 13, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,096 | -100.0% | Q1 2026 | May 07, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -532 | -100.0% | Q1 2026 | May 08, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 35 | 0 | — | — | — | +20 | 133.33% | Q1 2026 | May 14, 2026 |
| Investors Portfolio Services LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 11 | 0 | — | — | — | +9 | 450.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |