CS Disco, Inc. - LAW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Deer Management Co. LLC | History | No change | 8,652,826 | 33,053 | 5.31% | 6.53% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stephens Group, LLC | History | No change | 7,796,632 | 29,783 | 17.37% | 32.63% | 2 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,973,365 | 15,313 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Topline Capital Management, LLC | History | Reduced | 2,623,114 | 10,020 | 1.66% | 2.33% | 4 | -694,260 | -20.93% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,734,441 | 6,625 | 0.0% | 0.0% | 5 | +7,880 | 0.46% | Q1 2026 | May 13, 2026 |
| NORGES BANK | History | No change | 547,947 | 4,252 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Added to | 1,106,531 | 4,226 | 0.27% | 0.56% | 7 | +25,000 | 2.31% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,066,620 | 4,074 | 0.0% | — | 8 | +1,066,620 | New | Q1 2026 | May 15, 2026 |
| Solel Partners LP | History | No change | 1,044,444 | 3,989 | 0.85% | 1.31% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FORMULA GROWTH LTD | History | Added to | 800,000 | 3,056 | 1.38% | 2.24% | 10 | +50,000 | 6.67% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 782,025 | 2,987 | 0.0% | 0.0% | 11 | +24,031 | 3.17% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 754,353 | 2,881 | 0.0% | — | 12 | +754,353 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 623,061 | 2,380 | 0.0% | 0.0% | 13 | +551,932 | 775.96% | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 596,976 | 2,280 | 0.06% | 0.12% | 14 | -109,517 | -15.5% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 549,483 | 2,099 | 0.0% | 0.0% | 15 | -1,515 | -0.27% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 544,122 | 2,078 | 0.0% | 0.0% | 16 | +22,338 | 4.28% | Q1 2026 | May 15, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 539,314 | 2,060 | 0.33% | 0.63% | 17 | +9,534 | 1.8% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 476,752 | 1,821 | 0.0% | 0.0% | 18 | +326,115 | 216.49% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 476,091 | 1,811 | 0.0% | 0.01% | 19 | +81,024 | 20.51% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 410,894 | 1,569 | 0.01% | 0.0% | 20 | +247,105 | 150.87% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 325,287 | 1,242 | 0.0% | 0.0% | 21 | +6,615 | 2.08% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Reduced | 296,596 | 1,132 | 0.0% | 0.0% | 22 | -58,622 | -16.5% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 270,795 | 1,034 | 0.0% | 0.0% | 23 | +21,278 | 8.53% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 258,652 | 988 | 0.02% | 0.04% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 218,742 | 835 | 0.0% | 0.0% | 25 | +189,213 | 640.77% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 212,129 | 810 | 0.0% | 0.0% | 26 | +882 | 0.42% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 203,886 | 778 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 194,800 | 744 | 0.0% | 0.0% | 28 | -33,676 | -14.74% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 189,069 | 722 | 0.0% | 0.0% | 29 | -101,589 | -34.95% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 185,435 | 708 | 0.0% | 0.0% | 30 | +14,869 | 8.72% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 176,064 | 672 | 0.0% | 0.0% | 31 | -29,827 | -14.49% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 173,905 | 664 | 0.0% | — | 32 | +173,905 | New | Q1 2026 | May 08, 2026 |
| Legato Capital Management LLC | History | Reduced | 168,921 | 645 | 0.06% | 0.11% | 33 | -2,392 | -1.4% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 157,536 | 601 | 0.0% | 0.0% | 34 | +26,101 | 19.86% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 154,762 | 591 | 0.04% | 0.07% | 35 | +47,959 | 44.9% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 151,796 | 581 | 0.0% | 0.0% | 36 | -24,355 | -13.83% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 137,764 | 526 | 0.0% | 0.0% | 37 | -47,862 | -25.78% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 66,400 | 515 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 130,356 | 497 | 0.0% | — | 39 | +130,356 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 57,040 | 442 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 107,362 | 410 | 0.0% | 0.0% | 41 | +48,139 | 81.28% | Q1 2026 | May 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 107,019 | 408 | 0.07% | 0.15% | 42 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Added to | 103,587 | 395 | 0.0% | 0.0% | 43 | +88,130 | 570.16% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Added to | 92,409 | 353 | 0.01% | 0.01% | 44 | +49,793 | 116.84% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 91,493 | 349 | 0.01% | — | 46 | +91,493 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 91,600 | 349 | 0.0% | 0.0% | 45 | -2,904 | -3.07% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 84,854 | 324 | 0.0% | 0.0% | 47 | -73,807 | -46.52% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 84,244 | 321 | 0.0% | 0.0% | 48 | +19,044 | 29.21% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 66,900 | 255 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 59,806 | 228 | 0.0% | 0.0% | 50 | +9,299 | 18.41% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 59,077 | 225 | 0.0% | 0.0% | 51 | -33 | -0.06% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 44,699 | 170 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 38,259 | 146 | 0.0% | 0.0% | 53 | +31,053 | 430.93% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 36,848 | 140 | 0.0% | 0.0% | 54 | +11,584 | 45.85% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 36,195 | 138 | 0.0% | — | 55 | +36,195 | New | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 34,953 | 133 | 0.01% | 0.01% | 56 | +15,941 | 83.85% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 33,699 | 128 | 0.0% | 0.0% | 57 | +15,353 | 83.69% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 30,491 | 116 | 0.0% | 0.0% | 58 | -1,511 | -4.72% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 29,502 | 112 | 0.0% | 0.0% | 59 | +5,379 | 22.3% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 27,736 | 105 | 0.0% | 0.0% | 60 | +3,565 | 14.75% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 26,015 | 99 | 0.0% | 0.0% | 61 | +2,701 | 11.59% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | New | 23,770 | 91 | 0.0% | — | 62 | +23,770 | New | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 22,735 | 86 | 0.0% | 0.0% | 63 | +13,700 | 151.63% | Q1 2026 | May 14, 2026 |
| Williams & Novak, LLC | History | Added to | 21,858 | 83 | 0.06% | 0.09% | 64 | +6,913 | 46.26% | Q1 2026 | Apr 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,141 | 73 | 0.0% | 0.0% | 65 | +3,986 | 26.3% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 18,839 | 71 | 0.0% | 0.0% | 66 | +9,802 | 108.47% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 18,046 | 68 | 0.0% | 0.0% | 67 | -29,368 | -61.94% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 15,884 | 60 | 0.0% | 0.0% | 68 | -17,710 | -52.72% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 15,571 | 60 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 15,282 | 58 | 0.0% | — | 71 | +15,282 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 15,412 | 58 | 0.0% | 0.0% | 70 | +10,120 | 191.23% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 14,966 | 57 | 0.0% | — | 73 | +14,900 | 22575.76% | Q1 2026 | May 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 13,369 | 57 | 0.0% | 0.01% | 72 | -9,660 | -41.95% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | New | 14,906 | 56 | 0.01% | — | 75 | +14,906 | New | Q1 2026 | Apr 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 14,830 | 56 | 0.0% | — | 74 | +14,830 | New | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | No change | 13,083 | 49 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 12,504 | 47 | 0.0% | 0.0% | 77 | -8,102 | -39.32% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 12,169 | 46 | 0.0% | 0.0% | 78 | +10,069 | 479.48% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | New | 11,519 | 44 | 0.0% | — | 80 | +11,519 | New | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,556 | 44 | 0.0% | 0.0% | 79 | +312 | 2.77% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,466 | 43 | 0.0% | 0.0% | 81 | -3,760 | -24.69% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,327 | 43 | 0.0% | 0.0% | 82 | -1,440 | -11.28% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 10,714 | 40 | 0.0% | — | 84 | +10,714 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 10,661 | 40 | 0.0% | — | 83 | +10,661 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 9,177 | 35 | 0.0% | — | 85 | +9,177 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,911 | 22 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 5,014 | 19 | 0.0% | 0.0% | 87 | +395 | 8.55% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,083 | 16 | 0.0% | 0.0% | 88 | -1,803 | -30.63% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,593 | 13 | 0.0% | 0.0% | 89 | +3,045 | 555.66% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,589 | 13 | 0.0% | 0.0% | 90 | +2,599 | 262.53% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,072 | 11 | 0.0% | 0.0% | 91 | +1,461 | 90.69% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,763 | 10 | 0.0% | 0.0% | 92 | +4 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Reduced | 2,107 | 8 | 0.0% | 0.0% | 93 | -226 | -9.69% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,668 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 1,366 | 5 | 0.0% | 0.0% | 95 | +768 | 128.43% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,546 | 5 | 0.0% | 0.0% | 96 | +56 | 3.76% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,300 | 4 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,000 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | New | 531 | 2 | 0.0% | — | 102 | +531 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 533 | 2 | 0.0% | — | 100 | +435 | 443.88% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 566 | 2 | 0.0% | 0.0% | 101 | +57 | 11.2% | Q1 2026 | May 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 540 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 430 | 1 | 0.0% | 0.0% | 107 | -1,967 | -82.06% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 513 | 1 | 0.0% | — | 105 | +455 | 784.48% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 315 | 1 | 0.0% | — | 103 | +312 | 10400.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 278 | 1 | 0.0% | — | 106 | +270 | 3375.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 264 | 1 | 0.0% | — | 108 | +264 | New | Q1 2026 | Apr 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 414 | 1 | 0.0% | 0.0% | 104 | -176 | -29.83% | Q1 2026 | Apr 22, 2026 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -328,719 | -100.0% | Q1 2026 | May 14, 2026 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -139,279 | -100.0% | Q1 2026 | May 13, 2026 |
| G2 Investment Partners Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -85,013 | -100.0% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -84,286 | -100.0% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -71,882 | -100.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,263 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,857 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -24,249 | -100.0% | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,152 | -100.0% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,918 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,998 | -100.0% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,817 | -100.0% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -11,793 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,025 | -100.0% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -10,500 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,394 | -100.0% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 73 | 0 | — | 0.0% | — | -4,578 | -98.43% | Q1 2026 | Apr 30, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,032 | -100.0% | Q1 2026 | May 11, 2026 |
| Cygnus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,765 | -100.0% | Q1 2026 | May 12, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 113 | 0 | — | 0.0% | — | -1,255 | -91.74% | Q1 2026 | Apr 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -760 | -100.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 123 | 0 | — | 0.0% | — | -734 | -85.65% | Q1 2026 | Apr 06, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 256 | 0 | — | 0.0% | — | -240 | -48.39% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 209 | 0 | — | — | — | +209 | New | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | New | 183 | 0 | — | — | — | +183 | New | Q1 2026 | Apr 07, 2026 |
| WealthCollab, LLC | History | New | 142 | 0 | — | — | — | +142 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -122 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 62 | 0 | — | — | — | +62 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 179 | 0 | — | 0.0% | — | +20 | 12.58% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 17 | 0 | — | — | — | +13 | 325.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 42 | 0 | — | — | — | -1 | -2.33% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Advisors Asset Management, Inc. | History | No change | 232 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Covestor Ltd | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |