KRONOS WORLDWIDE INC - KRO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PharVision Advisers, LLC | History | New | 10,448 | 68,643 | 0.7% | — | 1 | +10,448 | New | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,117,852 | 20,483 | 0.0% | 0.0% | 2 | -43,553 | -1.38% | Q1 2026 | May 07, 2026 |
| Boston Partners | History | Added to | 2,986,036 | 19,615 | 0.02% | 0.01% | 3 | +24,960 | 0.84% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 1,638,247 | 10,763 | 0.0% | 0.0% | 4 | -28,182 | -1.69% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,743,157 | 7,704 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 970,205 | 6,374 | 0.0% | — | 6 | +970,205 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 804,588 | 5,286 | 0.0% | 0.0% | 7 | +35,224 | 4.58% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 729,513 | 4,792 | 0.01% | 0.0% | 8 | +180,740 | 32.94% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 579,432 | 3,806 | 0.01% | 0.0% | 9 | -88,965 | -13.31% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 561,555 | 3,689 | 0.0% | 0.0% | 10 | +20,460 | 3.78% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 506,809 | 3,329 | 0.0% | 0.0% | 11 | +1,316 | 0.26% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 416,696 | 2,737 | 0.0% | 0.0% | 12 | +24,185 | 6.16% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 406,392 | 2,669 | 0.0% | 0.0% | 13 | +162,967 | 66.95% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 341,809 | 2,245 | 0.0% | 0.0% | 14 | +98,529 | 40.5% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 308,763 | 2,028 | 0.0% | 0.0% | 15 | +64,168 | 26.23% | Q1 2026 | May 15, 2026 |
| LUMINUS MANAGEMENT LLC | History | New | 270,000 | 1,773 | 1.07% | — | 16 | +270,000 | New | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 231,648 | 1,521 | 0.01% | 0.0% | 17 | -2,026 | -0.87% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 221,796 | 1,457 | 0.0% | 0.0% | 18 | +29,047 | 15.07% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 211,579 | 1,390 | 0.0% | 0.0% | 19 | +49,448 | 30.5% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 191,700 | 1,259 | 0.0% | — | 20 | +191,700 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 184,623 | 1,212 | 0.0% | 0.0% | 21 | -285,093 | -60.69% | Q1 2026 | May 15, 2026 |
| Monaco Asset Management SAM | History | Added to | 182,303 | 1,197 | 0.22% | 0.03% | 22 | +142,303 | 355.76% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 177,188 | 1,164 | 0.0% | 0.0% | 23 | +14,460 | 8.89% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 170,911 | 1,122 | 0.0% | 0.0% | 24 | -5,051 | -2.87% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Reduced | 164,770 | 1,082 | 0.06% | 0.05% | 25 | -2,500 | -1.49% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 140,278 | 921 | 0.0% | — | 26 | +140,278 | New | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 103,529 | 680 | 0.0% | 0.0% | 27 | +42,207 | 68.83% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 100,662 | 661 | 0.0% | 0.0% | 28 | +5,320 | 5.58% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | New | 95,316 | 626 | 0.0% | — | 29 | +95,316 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 94,733 | 622 | 0.0% | 0.0% | 30 | +71,029 | 299.65% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 84,656 | 556 | 0.0% | 0.0% | 31 | -44,013 | -34.21% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 75,220 | 494 | 0.0% | 0.0% | 32 | -39,380 | -34.36% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 73,083 | 480 | 0.0% | 0.0% | 33 | -31,268 | -29.96% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 69,627 | 457 | 0.03% | 0.03% | 34 | -11,274 | -13.94% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 69,033 | 453 | 0.0% | 0.0% | 35 | -330 | -0.48% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 65,020 | 427 | 0.0% | 0.0% | 36 | +502 | 0.78% | Q1 2026 | Apr 30, 2026 |
| Point72 Asset Management, L.P. | History | New | 62,042 | 407 | 0.0% | — | 37 | +62,042 | New | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 60,731 | 399 | 0.01% | 0.0% | 38 | +48,743 | 406.6% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,127 | 388 | 0.0% | 0.0% | 39 | +29,888 | 102.22% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 59,120 | 388 | 0.0% | 0.0% | 40 | +2,062 | 3.61% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 54,466 | 358 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 51,116 | 335 | 0.0% | 0.0% | 43 | +14,606 | 40.01% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 51,065 | 335 | 0.0% | 0.0% | 42 | -10,541 | -17.11% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 49,074 | 322 | 0.0% | 0.0% | 45 | +2,825 | 6.11% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 49,066 | 322 | 0.0% | 0.0% | 44 | -445 | -0.9% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 48,274 | 317 | 0.01% | 0.01% | 46 | -33,307 | -40.83% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 47,707 | 313 | 0.0% | 0.0% | 47 | -8,775 | -15.54% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 46,238 | 303 | 0.02% | — | 48 | +46,238 | New | Q1 2026 | Apr 30, 2026 |
| ExodusPoint Capital Management, LP | History | New | 43,219 | 283 | 0.0% | — | 49 | +43,219 | New | Q1 2026 | May 14, 2026 |
| KG Capital Management | History | Added to | 39,500 | 271 | 0.19% | 0.03% | 50 | +16,500 | 71.74% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 39,307 | 251 | 0.0% | 0.0% | 51 | +9,925 | 33.78% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 37,859 | 248 | 0.0% | 0.0% | 52 | +15,824 | 71.81% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 34,984 | 229 | 0.01% | 0.01% | 53 | -575 | -1.62% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Added to | 33,750 | 221 | 0.04% | 0.03% | 54 | +1,500 | 4.65% | Q1 2026 | Apr 03, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 27,567 | 181 | 0.0% | 0.0% | 55 | -1,257 | -4.36% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 40,480 | 178 | 0.0% | 0.0% | 56 | -3,550 | -8.06% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 24,375 | 160 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 21,330 | 158 | 0.01% | — | 58 | +21,330 | New | Q1 2026 | May 15, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 32,045 | 141 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,507 | 121 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 16,718 | 109 | 0.0% | 0.0% | 61 | +2,768 | 19.84% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 14,687 | 96 | 0.0% | — | 62 | +14,687 | New | Q1 2026 | May 15, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | New | 14,482 | 95 | 0.0% | — | 64 | +14,482 | New | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 14,590 | 95 | 0.0% | 0.0% | 63 | -11,400 | -43.86% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 13,788 | 91 | 0.0% | 0.0% | 65 | +531 | 4.01% | Q1 2026 | May 14, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 13,579 | 89 | 0.02% | 0.01% | 66 | +1,333 | 10.89% | Q1 2026 | Apr 14, 2026 |
| Abel Hall, LLC | History | New | 12,197 | 80 | 0.02% | — | 67 | +12,197 | New | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 11,973 | 78 | 0.0% | 0.0% | 68 | +4,921 | 69.78% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 11,790 | 77 | 0.0% | — | 69 | +11,790 | New | Q1 2026 | May 14, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 11,600 | 76 | 0.03% | 0.02% | 70 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 10,920 | 71 | 0.0% | 0.0% | 71 | -24,531 | -69.2% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,693 | 70 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,612 | 69 | 0.0% | 0.0% | 73 | +238 | 2.29% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 10,347 | 67 | 0.0% | — | 75 | +10,347 | New | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 10,331 | 67 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 10,035 | 65 | 0.0% | — | 76 | +10,035 | New | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | New | 10,000 | 65 | 0.0% | — | 77 | +10,000 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 13,700 | 60 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,756 | 58 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,727 | 50 | 0.0% | — | 80 | +7,727 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,170 | 47 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,695 | 44 | 0.0% | 0.0% | 82 | -29,546 | -81.53% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 5,690 | 37 | 0.0% | 0.0% | 83 | -1,779 | -23.82% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,655 | 37 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AlphaQuest LLC | History | No change | 8,146 | 36 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,352 | 35 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,763 | 31 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 4,644 | 30 | 0.0% | 0.0% | 88 | +2,823 | 155.02% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 4,070 | 26 | 0.0% | 0.0% | 89 | -29,945 | -88.03% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,446 | 22 | 0.0% | 0.0% | 90 | -2,184 | -38.79% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 2,754 | 18 | 0.0% | 0.0% | 91 | +624 | 29.3% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,837 | 18 | 0.0% | 0.0% | 92 | +475 | 20.11% | Q1 2026 | Apr 07, 2026 |
| Legal & General Group Plc | History | No change | 1,876 | 12 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,877 | 12 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 1,814 | 11 | 0.0% | 0.0% | 95 | -852 | -31.96% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,576 | 10 | 0.0% | 0.0% | 96 | +42 | 2.74% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,600 | 10 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,178 | 7 | 0.0% | 0.0% | 98 | -489 | -29.33% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,043 | 7 | 0.0% | 0.0% | 99 | +458 | 78.29% | Q1 2026 | Apr 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,181 | 7 | 0.0% | 0.0% | 100 | -161 | -12.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 722 | 4 | 0.0% | 0.0% | 102 | -536 | -42.61% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 744 | 4 | 0.0% | 0.0% | 103 | -119 | -13.79% | Q1 2026 | May 07, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 690 | 4 | 0.0% | 0.0% | 101 | +100 | 16.95% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | No change | 496 | 3 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 409 | 2 | 0.0% | 0.0% | 105 | -443 | -52.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 427 | 2 | 0.0% | — | 107 | +427 | New | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 345 | 2 | 0.0% | 0.0% | 106 | -234 | -40.41% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 277 | 1 | 0.0% | — | 112 | +277 | New | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 218 | 1 | 0.0% | 0.0% | 110 | -56 | -20.44% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 129 | 1 | 0.0% | 0.0% | 111 | -18 | -12.24% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 211 | 1 | 0.0% | — | 108 | +1 | 0.48% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 283 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -91,172 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,124 | -100.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,840 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -22,068 | -100.0% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,989 | -100.0% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,048 | -100.0% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,434 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,633 | -100.0% | Q1 2026 | May 15, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,316 | -100.0% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,067 | -100.0% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,339 | -100.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -10,278 | -100.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,247 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 55 | 0 | — | 0.0% | — | -1,976 | -97.29% | Q1 2026 | Apr 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -686 | -100.0% | Q1 2026 | May 08, 2026 |
| City State Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 132 | 0 | — | — | — | +132 | New | Q1 2026 | Apr 07, 2026 |
| Cornerstone Financial Management LLC | History | New | 92 | 0 | — | — | — | +92 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 94 | 0 | — | — | — | +82 | 683.33% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 97 | 0 | — | — | — | +79 | 438.89% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 11 | 0 | — | — | — | +8 | 266.67% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |