KinderCare Learning Companies, Inc. - KLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Partners Group Holding AG | History | No change | 81,418,736 | 179,121 | 13.26% | 23.75% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,881,791 | 12,449 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,137,671 | 11,302 | 0.01% | 0.01% | 3 | +21,717 | 0.42% | Q1 2026 | May 15, 2026 |
| Silver Point Capital L.P. | History | New | 2,780,000 | 6,116 | 0.47% | — | 4 | +2,780,000 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,120,224 | 4,664 | 0.0% | 0.0% | 5 | -495,331 | -18.94% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,498,585 | 3,296 | 0.0% | 0.0% | 6 | +1,397,803 | 1386.96% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,427,649 | 3,140 | 0.0% | — | 7 | +1,427,649 | New | Q1 2026 | May 15, 2026 |
| REDWOOD CAPITAL MANAGEMENT, LLC | History | New | 1,250,000 | 2,750 | 0.41% | — | 8 | +1,250,000 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,115,569 | 2,454 | 0.0% | 0.0% | 9 | -894,760 | -44.51% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 756,812 | 1,664 | 0.0% | 0.0% | 10 | +631,001 | 501.55% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 755,157 | 1,661 | 0.0% | 0.0% | 11 | +24,399 | 3.34% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 701,433 | 1,543 | 0.0% | 0.0% | 12 | +416,176 | 145.9% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 626,648 | 1,378 | 0.0% | 0.0% | 13 | -11,484 | -1.8% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | New | 621,674 | 1,367 | 0.02% | — | 14 | +621,674 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 603,679 | 1,328 | 0.0% | 0.0% | 15 | +574,697 | 1982.94% | Q1 2026 | May 12, 2026 |
| Invenomic Capital Management LP | History | New | 583,486 | 1,283 | 0.06% | — | 16 | +583,486 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 582,830 | 1,282 | 0.0% | 0.0% | 17 | +345,948 | 146.04% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 436,121 | 928 | 0.0% | 0.0% | 18 | +284,393 | 187.44% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 392,134 | 862 | 0.0% | 0.0% | 19 | +210,675 | 116.1% | Q1 2026 | May 15, 2026 |
| Villanova Investment Management Co LLC | History | Reduced | 334,451 | 735 | 0.75% | 1.24% | 20 | -73,512 | -18.02% | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 328,889 | 723 | 0.0% | — | 21 | +328,889 | New | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 252,942 | 556 | 0.0% | 0.0% | 22 | -8,982 | -3.43% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 235,303 | 517 | 0.0% | 0.0% | 23 | +6,300 | 2.75% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 227,533 | 500 | 0.0% | 0.0% | 24 | -12,294 | -5.13% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 214,365 | 471 | 0.0% | — | 25 | +214,365 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 208,513 | 458 | 0.0% | 0.0% | 26 | -438,079 | -67.75% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 208,528 | 458 | 0.0% | 0.0% | 27 | -292,372 | -58.37% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 199,009 | 437 | 0.0% | 0.0% | 28 | -88,366 | -30.75% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 192,050 | 422 | 0.0% | — | 29 | +192,050 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 179,767 | 395 | 0.0% | 0.0% | 30 | -150,045 | -45.49% | Q1 2026 | May 15, 2026 |
| Militia Capital Management LLC | History | New | 135,826 | 298 | 0.07% | — | 31 | +135,826 | New | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 125,244 | 275 | 0.0% | 0.0% | 32 | -52,088 | -29.37% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 55,900 | 241 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 109,089 | 239 | 0.0% | 0.0% | 34 | +34,967 | 47.17% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 103,385 | 227 | 0.0% | — | 35 | +103,385 | New | Q1 2026 | May 08, 2026 |
| Jain Global LLC | History | New | 97,530 | 214 | 0.0% | — | 38 | +97,530 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 97,315 | 214 | 0.0% | 0.0% | 37 | +12,821 | 15.17% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 49,550 | 214 | 0.0% | 0.0% | 36 | -2,650 | -5.08% | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 86,494 | 190 | 0.03% | — | 39 | +86,494 | New | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 85,806 | 188 | 0.0% | 0.0% | 40 | +59,367 | 224.54% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Added to | 79,685 | 175 | 0.01% | 0.02% | 41 | +9,928 | 14.23% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 75,164 | 165 | 0.0% | — | 42 | +75,164 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 71,778 | 157 | 0.0% | 0.0% | 43 | -1,713 | -2.33% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | No change | 65,025 | 143 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 11,593 | 134 | 0.04% | — | 45 | +11,593 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 56,167 | 123 | 0.0% | 0.0% | 46 | -209,172 | -78.83% | Q1 2026 | May 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 50,041 | 110 | 0.0% | — | 48 | +50,041 | New | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 50,305 | 110 | 0.0% | 0.0% | 47 | +30,941 | 159.79% | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | Reduced | 44,219 | 97 | 0.0% | 0.0% | 49 | -39,797 | -47.37% | Q1 2026 | Apr 30, 2026 |
| Centiva Capital, LP | History | New | 43,064 | 94 | 0.0% | — | 50 | +43,064 | New | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 42,620 | 93 | 0.0% | — | 51 | +42,620 | New | Q1 2026 | May 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 21,300 | 92 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 40,810 | 89 | 0.0% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 39,733 | 88 | 0.0% | 0.0% | 54 | +6,130 | 18.24% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 37,214 | 81 | 0.0% | 0.0% | 55 | -278 | -0.74% | Q1 2026 | May 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 35,115 | 77 | 0.01% | 0.02% | 57 | +19,457 | 124.26% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 35,253 | 77 | 0.0% | 0.0% | 56 | +12,570 | 55.42% | Q1 2026 | May 13, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 34,328 | 76 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 33,670 | 74 | 0.0% | 0.0% | 59 | -13,491 | -28.61% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 29,476 | 64 | 0.0% | 0.0% | 60 | -7,410 | -20.09% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 28,534 | 62 | 0.0% | 0.01% | 61 | -71,383 | -71.44% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 23,101 | 50 | 0.0% | — | 62 | +23,101 | New | Q1 2026 | May 05, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | No change | 10,991 | 47 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 20,626 | 45 | 0.01% | — | 64 | +20,626 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 17,569 | 42 | 0.0% | — | 65 | +17,569 | New | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Reduced | 18,306 | 40 | 0.0% | 0.0% | 66 | -5,482 | -23.05% | Q1 2026 | May 15, 2026 |
| nVerses Capital, LLC | History | New | 17,613 | 38 | 0.03% | — | 68 | +17,613 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 17,622 | 38 | 0.0% | 0.0% | 67 | -1,155 | -6.15% | Q1 2026 | May 12, 2026 |
| AXQ CAPITAL, LP | History | New | 16,892 | 37 | 0.0% | — | 69 | +16,892 | New | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 14,972 | 32 | 0.0% | 0.0% | 70 | +371 | 2.54% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 13,794 | 30 | 0.0% | — | 71 | +13,794 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 13,029 | 28 | 0.0% | 0.0% | 72 | +8,911 | 216.39% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | New | 12,332 | 27 | 0.0% | — | 73 | +12,332 | New | Q1 2026 | Apr 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,861 | 26 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,516 | 25 | 0.0% | 0.0% | 75 | -22,979 | -66.62% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 11,234 | 24 | 0.0% | — | 76 | +11,234 | New | Q1 2026 | May 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,057 | 24 | 0.0% | — | 77 | +11,057 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,089 | 22 | 0.0% | 0.0% | 78 | +2,295 | 29.45% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,600 | 18 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 6,932 | 15 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,920 | 15 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 5,600 | 12 | 0.0% | 0.0% | 82 | -43,487 | -88.59% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,902 | 12 | 0.0% | 0.0% | 83 | +2,664 | 82.27% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,167 | 11 | 0.0% | 0.0% | 84 | +1,707 | 49.34% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 4,973 | 10 | 0.0% | — | 85 | +4,973 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,837 | 8 | 0.0% | 0.0% | 86 | +2,937 | 326.33% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 2,865 | 6 | 0.0% | 0.0% | 87 | -30,813 | -91.49% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,018 | 6 | 0.0% | 0.0% | 90 | +1,500 | 98.81% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 3,029 | 6 | 0.0% | 0.0% | 89 | +4 | 0.13% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,915 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,707 | 3 | 0.0% | 0.0% | 93 | -26,478 | -93.94% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,654 | 3 | 0.0% | 0.0% | 91 | -17,714 | -91.46% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,433 | 3 | 0.0% | — | 92 | +1,233 | 616.5% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 1,439 | 3 | 0.0% | 0.0% | 94 | +1,063 | 282.71% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 731 | 1 | 0.0% | — | 95 | +643 | 730.68% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.01% | — | -4,628,208 | -100.0% | Q1 2026 | May 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,041,978 | -100.0% | Q1 2026 | May 15, 2026 |
| Ararat Capital Management LP | History | Closed out | 0 | 0 | — | 1.28% | — | -601,466 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -301,873 | -100.0% | Q1 2026 | May 14, 2026 |
| Tejara Capital Ltd | History | Closed out | 0 | 0 | — | 0.22% | — | -214,646 | -100.0% | Q1 2026 | May 12, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -152,092 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -124,516 | -100.0% | Q1 2026 | May 15, 2026 |
| Optimize Financial Inc | History | Closed out | 0 | 0 | — | 0.18% | — | -81,081 | -100.0% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -74,663 | -100.0% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -69,900 | -100.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,146 | -100.0% | Q1 2026 | May 13, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -43,700 | -100.0% | Q1 2026 | May 14, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -33,749 | -100.0% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,668 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,594 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,175 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,293 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,800 | -100.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -16,409 | -100.0% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,900 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,318 | -100.0% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,100 | -100.0% | Q1 2026 | May 18, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,518 | -100.0% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -7,197 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,286 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,578 | -100.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,113 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -991 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -930 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -566 | -100.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -443 | -100.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 333 | 0 | — | 0.0% | — | -407 | -55.0% | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 258 | 0 | — | — | — | +258 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 322 | 0 | — | — | — | +224 | 228.57% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | New | 214 | 0 | — | — | — | +214 | New | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Reduced | 360 | 0 | — | 0.0% | — | -183 | -33.7% | Q1 2026 | May 21, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -149 | -100.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | Reduced | 123 | 0 | — | 0.0% | — | -142 | -53.58% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 251 | 0 | — | — | — | +128 | 104.07% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 110 | 0 | — | — | — | +104 | 1733.33% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 113 | 0 | — | — | — | +93 | 465.0% | Q1 2026 | Apr 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1 | 0 | — | — | — | -46 | -97.87% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 24 | 0 | — | — | — | +17 | 242.86% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 33 | 0 | — | — | — | -1 | -2.94% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Sterling Capital Management LLC | History | No change | 205 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |