Manchester United plc - MANU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC | History | Added to | 9,258,276 | 212,292 | 2.12% | 1.7% | 1 | +207,889 | 2.3% | Q2 2026 | Aug 14, 2026 |
| COOPERMAN LEON G | History | No change | 2,932,076 | 67,232 | 1.9% | 1.62% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lindsell Train Ltd | History | Reduced | 2,758,446 | 63,251 | 2.41% | 1.68% | 3 | -383,554 | -12.21% | Q2 2026 | Jul 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 1,452,149 | 33,297 | 0.36% | 0.31% | 4 | -5,021 | -0.34% | Q2 2026 | Aug 03, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 1,188,914 | 27,261 | 0.24% | 0.18% | 5 | +84,176 | 7.62% | Q2 2026 | Aug 12, 2026 |
| Harvey Partners, LLC | History | Reduced | 1,127,547 | 25,854 | 1.77% | 1.62% | 6 | -84,953 | -7.01% | Q2 2026 | Aug 14, 2026 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | History | Reduced | 1,105,285 | 25,344 | 8.45% | 6.76% | 7 | -117,931 | -9.64% | Q2 2026 | Aug 14, 2026 |
| Lancaster Investment Management | History | Added to | 1,036,114 | 23,758 | 14.36% | 9.03% | 8 | +60,065 | 6.15% | Q2 2026 | Jul 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 827,292 | 18,969 | 0.0% | 0.0% | 9 | -191,799 | -18.82% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | Added to | 786,082 | 18,024 | 0.06% | 0.03% | 10 | +365,800 | 87.04% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 773,237 | 17,730 | 0.01% | 0.01% | 11 | +261,999 | 51.25% | Q2 2026 | Aug 14, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 681,402 | 15,624 | 0.33% | — | 12 | +681,402 | New | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 668,551 | 15,329 | 0.01% | — | 13 | +668,551 | New | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 612,551 | 14,045 | 0.09% | 0.07% | 14 | -6,767 | -1.09% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 573,260 | 13,144 | 0.0% | 0.0% | 15 | -55,619 | -8.84% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 545,065 | 12,498 | 0.0% | 0.0% | 16 | +263,740 | 93.75% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | Reduced | 460,681 | 10,563 | 0.0% | 0.0% | 17 | -119,280 | -20.57% | Q2 2026 | Aug 13, 2026 |
| INFINITUM ASSET MANAGEMENT, LLC | History | No change | 370,000 | 8,484 | 0.86% | 0.78% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | New | 353,129 | 8,097 | 0.0% | — | 19 | +353,129 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 274,958 | 6,354 | 0.0% | 0.0% | 20 | +14,141 | 5.42% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 267,100 | 6,124 | 0.0% | 0.0% | 21 | -204,933 | -43.41% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 259,268 | 5,945 | 0.0% | 0.0% | 22 | +79,057 | 43.87% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 218,994 | 5,021 | 0.06% | 0.05% | 23 | +45,554 | 26.26% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Reduced | 204,108 | 4,680 | 0.0% | 0.0% | 24 | -19,040 | -8.53% | Q2 2026 | Aug 07, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 200,000 | 4,586 | 4.24% | 3.42% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 181,243 | 4,155 | 0.0% | 0.0% | 26 | -31,973 | -15.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 167,109 | 3,831 | 0.0% | 0.0% | 27 | +85,908 | 105.8% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 128,252 | 2,940 | 0.0% | 0.0% | 28 | +99,043 | 339.08% | Q2 2026 | Aug 14, 2026 |
| Tabor Asset Management, LP | History | New | 120,344 | 2,759 | 0.84% | — | 29 | +120,344 | New | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 110,776 | 2,540 | 0.0% | 0.0% | 30 | -1,000 | -0.89% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | Added to | 83,173 | 1,907 | 0.01% | 0.01% | 31 | +700 | 0.85% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 79,604 | 1,825 | 0.0% | 0.0% | 32 | +65,929 | 482.11% | Q2 2026 | Aug 12, 2026 |
| CastleKnight Management LP | History | No change | 73,500 | 1,685 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | New | 71,893 | 1,648 | 0.01% | — | 34 | +71,893 | New | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Added to | 70,008 | 1,605 | 0.0% | 0.0% | 35 | +1,904 | 2.8% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 62,265 | 1,427 | 0.0% | 0.0% | 36 | +2,617 | 4.39% | Q2 2026 | Sep 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 54,958 | 1,260 | 0.0% | 0.0% | 37 | -2,498 | -4.35% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 53,574 | 1,228 | 0.0% | 0.0% | 38 | +26,854 | 100.5% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 53,344 | 1,223 | 0.0% | 0.01% | 39 | -215,056 | -80.13% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 49,395 | 1,132 | 0.0% | — | 40 | +49,395 | New | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 47,966 | 1,099 | 0.03% | 0.05% | 41 | -40,000 | -45.47% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 46,435 | 1,064 | 0.0% | 0.0% | 42 | +751 | 1.64% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 36,703 | 841 | 0.01% | 0.0% | 43 | +10,970 | 42.63% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 40,925 | 815 | 0.0% | 0.0% | 44 | +20,786 | 103.21% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Reduced | 34,949 | 802 | 0.0% | 0.0% | 45 | -1,500 | -4.12% | Q2 2026 | Aug 14, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Reduced | 32,112 | 736 | 0.11% | 0.14% | 46 | -24,383 | -43.16% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Added to | 30,455 | 698 | 0.07% | 0.02% | 47 | +20,209 | 197.24% | Q2 2026 | Aug 06, 2026 |
| Ionic Capital Management LLC | History | Reduced | 29,214 | 669 | 0.1% | 0.05% | 48 | -10,166 | -25.82% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 25,909 | 594 | 0.01% | 0.01% | 49 | -9,592 | -27.02% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 24,595 | 563 | 0.0% | 0.0% | 50 | -3,383 | -12.09% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | New | 18,367 | 421 | 0.0% | — | 51 | +18,367 | New | Q2 2026 | Aug 06, 2026 |
| Numerai GP LLC | History | Reduced | 18,243 | 418 | 0.03% | 0.04% | 52 | -3,441 | -15.87% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 17,560 | 403 | 0.01% | — | 53 | +17,560 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,560 | 403 | 0.01% | — | 54 | +17,560 | New | Q2 2026 | Jul 29, 2026 |
| PDT Partners, LLC | History | Reduced | 17,262 | 395 | 0.02% | 0.04% | 55 | -20,717 | -54.55% | Q2 2026 | Aug 14, 2026 |
| Alan B Lancz & Associates, Inc. | History | No change | 16,505 | 378 | 0.33% | 0.27% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 16,303 | 373 | 0.0% | 0.0% | 57 | -56,331 | -77.55% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 15,100 | 346 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 13,226 | 303 | 0.02% | — | 59 | +13,226 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,916 | 250 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 10,728 | 245 | 0.04% | 0.04% | 61 | -2,713 | -20.18% | Q2 2026 | Aug 04, 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | Added to | 10,684 | 244 | 0.06% | 0.04% | 62 | +203 | 1.94% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,881 | 227 | 0.0% | 0.0% | 63 | +2,029 | 25.84% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 9,480 | 217 | 0.01% | — | 65 | +9,480 | New | Q2 2026 | Jul 28, 2026 |
| Walleye Trading LLC | History | New | 9,472 | 217 | 0.0% | — | 64 | +9,472 | New | Q2 2026 | Aug 03, 2026 |
| Marble Bar Asset Management LLP | History | New | 8,878 | 203 | 0.14% | — | 66 | +8,878 | New | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | New | 8,850 | 202 | 0.0% | — | 68 | +8,850 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 8,800 | 202 | 0.0% | — | 67 | +8,800 | New | Q2 2026 | Aug 07, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 6,800 | 155 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | No change | 5,000 | 114 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 4,200 | 96 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Quantbot Technologies LP | History | New | 4,127 | 94 | 0.0% | — | 72 | +4,127 | New | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,027 | 92 | 0.0% | 0.0% | 73 | +100 | 2.55% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,001 | 91 | 0.0% | 0.0% | 74 | -25 | -0.62% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,675 | 84 | 0.0% | 0.0% | 75 | +1,907 | 107.86% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,515 | 80 | 0.0% | 0.0% | 76 | -441 | -11.15% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,000 | 68 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 2,060 | 47 | 0.0% | — | 79 | +2,060 | New | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,051 | 47 | 0.0% | 0.0% | 78 | +100 | 5.13% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,890 | 43 | 0.0% | — | 80 | +1,890 | New | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | New | 1,441 | 33 | 0.0% | — | 81 | +1,441 | New | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,398 | 32 | 0.0% | 0.0% | 82 | -1,213 | -46.46% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | Added to | 1,293 | 29 | 0.0% | 0.0% | 83 | +15 | 1.17% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,220 | 28 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 1,206 | 27 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,166 | 26 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 1,049 | 24 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evelyn Partners Group Ltd | History | New | 985 | 22 | 0.0% | — | 89 | +985 | New | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,000 | 22 | 0.0% | 0.0% | 88 | -86 | -7.92% | Q2 2026 | Aug 07, 2026 |
| Caption Management, LLC | History | Reduced | 877 | 20 | 0.0% | 0.01% | 90 | -64,427 | -98.66% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 886 | 20 | 0.0% | 0.0% | 91 | +7 | 0.8% | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 800 | 18 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | Added to | 761 | 17 | 0.0% | 0.0% | 93 | +46 | 6.43% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 517 | 11 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 415 | 9 | 0.0% | — | 97 | +415 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 284 | 6 | 0.0% | — | 98 | +264 | 1320.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 302 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 250 | 5 | 0.0% | 0.0% | 100 | -900 | -78.26% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 231 | 5 | 0.0% | 0.0% | 101 | +15 | 6.94% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 130 | 2 | 0.0% | — | 106 | +105 | 420.0% | Q2 2026 | Jul 17, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | New | 100 | 2 | 0.0% | — | 103 | +100 | New | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Byrne Asset Management LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 50 | 1 | 0.0% | — | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DecisionPoint Financial, LLC | History | No change | 55 | 1 | 0.0% | — | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -645,790 | -100.0% | Q1 2026 | May 18, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -107,400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96,279 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -30,836 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,957 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Twin Securities, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -14,920 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,450 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,913 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,724 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -985 | -100.0% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q2 2026 | Jul 10, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 1 | 0 | — | 0.04% | — | -269 | -99.63% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Jul 29, 2026 |
| LRI Investments, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 14, 2026 |
| TRUST CO OF VERMONT | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | Added to | 15 | 0 | — | — | — | +10 | 200.0% | Q2 2026 | Jul 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2 | 0 | — | — | — | -7 | -77.78% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 10, 2026 |
| Stone House Investment Management, LLC | History | Added to | 42 | 0 | — | — | — | +6 | 16.67% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Accordant Advisory Group Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |