MasterCraft Boat Holdings, Inc. - MCFT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coliseum Capital Management, LLC | History | No change | 3,697,422 | 75,834 | 6.22% | 5.73% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Forager Capital Management, LLC | History | Reduced | 1,611,277 | 33,047 | 16.45% | 14.55% | 2 | -87,841 | -5.17% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,151,900 | 23,625 | 0.0% | 0.0% | 3 | -1,155 | -0.1% | Q1 2026 | May 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,053,134 | 21,599 | 0.5% | 0.47% | 4 | -12,482 | -1.17% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 859,835 | 17,635 | 0.0% | 0.0% | 5 | +28,063 | 3.37% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 854,771 | 16,163 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Divisar Capital Management LLC | History | Reduced | 692,276 | 14,198 | 3.62% | 3.86% | 7 | -34,600 | -4.76% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 663,521 | 13,608 | 0.0% | — | 8 | +663,521 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 547,690 | 11,233 | 0.0% | 0.0% | 9 | +43,412 | 8.61% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 411,323 | 8,436 | 0.0% | 0.0% | 10 | -100,826 | -19.69% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 381,092 | 7,816 | 0.08% | 0.06% | 11 | +75,626 | 24.76% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 351,980 | 7,221 | 0.0% | 0.0% | 12 | +7,222 | 2.09% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 333,578 | 6,841 | 0.0% | 0.0% | 13 | -18,550 | -5.27% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | New | 293,417 | 6,017 | 0.04% | — | 14 | +293,417 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 237,704 | 4,875 | 0.0% | 0.0% | 15 | -35,045 | -12.85% | Q1 2026 | May 15, 2026 |
| LHM, INC. | History | Added to | 219,363 | 4,499 | 1.77% | 1.49% | 16 | +7,002 | 3.3% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 215,674 | 4,423 | 0.0% | 0.0% | 17 | -22,129 | -9.31% | Q1 2026 | May 13, 2026 |
| GRATIA CAPITAL, LLC | History | Reduced | 195,040 | 4,000 | 1.76% | 3.68% | 18 | -65,800 | -25.23% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | New | 175,005 | 3,589 | 0.07% | — | 19 | +175,005 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 151,327 | 3,103 | 0.0% | 0.0% | 20 | +8,977 | 6.31% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 133,496 | 2,738 | 0.0% | 0.0% | 21 | +5,388 | 4.21% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 133,456 | 2,737 | 0.0% | 0.0% | 22 | -4,600 | -3.33% | Q1 2026 | May 14, 2026 |
| De Lisle Partners LLP | History | New | 129,274 | 2,654 | 0.32% | — | 23 | +129,274 | New | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 114,526 | 2,348 | 0.0% | — | 24 | +114,526 | New | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 109,586 | 2,247 | 0.0% | — | 25 | +109,586 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 109,416 | 2,244 | 0.0% | 0.0% | 26 | -136,654 | -55.53% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 82,021 | 1,682 | 0.0% | — | 27 | +82,021 | New | Q1 2026 | May 08, 2026 |
| Mork Capital Management, LLC | History | No change | 70,000 | 1,435 | 1.02% | 0.81% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 67,182 | 1,377 | 0.0% | 0.0% | 29 | -4,132 | -5.79% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 63,635 | 1,305 | 0.0% | 0.0% | 30 | +48,633 | 324.18% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 62,674 | 1,285 | 0.0% | 0.0% | 31 | +12,945 | 26.03% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 55,754 | 1,143 | 0.0% | 0.0% | 32 | -52,158 | -48.33% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 55,529 | 1,138 | 0.0% | 0.0% | 33 | +15,871 | 40.02% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 55,071 | 1,129 | 0.02% | 0.02% | 34 | +12,300 | 28.76% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 54,307 | 1,113 | 0.02% | 0.02% | 35 | -3,243 | -5.64% | Q1 2026 | Apr 13, 2026 |
| Empowered Funds, LLC | History | Added to | 51,648 | 1,059 | 0.01% | 0.01% | 36 | +8,877 | 20.75% | Q1 2026 | Jun 15, 2026 |
| Man Group plc | History | Added to | 48,874 | 1,002 | 0.0% | 0.0% | 37 | +17,973 | 58.16% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 48,667 | 998 | 0.0% | 0.0% | 38 | +14,919 | 44.21% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 46,309 | 949 | 0.0% | 0.0% | 39 | +35,321 | 321.45% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 43,689 | 896 | 0.0% | 0.0% | 40 | -24,757 | -36.17% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 40,682 | 834 | 0.01% | 0.01% | 41 | -1,618 | -3.83% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 39,250 | 805 | 0.0% | 0.0% | 42 | -1,700 | -4.15% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 39,011 | 800 | 0.01% | — | 43 | +39,011 | New | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 37,394 | 766 | 0.04% | 0.02% | 44 | +12,324 | 49.16% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 36,086 | 740 | 0.01% | — | 45 | +36,086 | New | Q1 2026 | May 13, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 33,753 | 692 | 0.13% | 0.12% | 46 | +6,120 | 22.15% | Q1 2026 | Apr 16, 2026 |
| Nuveen, LLC | History | Added to | 33,775 | 692 | 0.0% | 0.0% | 47 | +237 | 0.71% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 31,569 | 648 | 0.0% | 0.0% | 48 | +2,537 | 8.74% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 30,118 | 617 | 0.0% | 0.0% | 49 | +14,760 | 96.11% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | New | 29,270 | 600 | 0.01% | — | 50 | +29,270 | New | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 28,000 | 574 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 27,776 | 569 | 0.0% | — | 52 | +27,776 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 27,508 | 564 | 0.0% | 0.0% | 53 | -802 | -2.83% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 27,224 | 558 | 0.0% | — | 54 | +27,224 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 22,157 | 454 | 0.0% | — | 55 | +22,157 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 19,851 | 407 | 0.0% | 0.0% | 56 | -675 | -3.29% | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | Added to | 17,736 | 363 | 0.04% | 0.03% | 57 | +867 | 5.14% | Q1 2026 | May 13, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 17,000 | 348 | 0.31% | 0.31% | 58 | +2,800 | 19.72% | Q1 2026 | May 08, 2026 |
| Engineers Gate Manager LP | History | Added to | 16,507 | 338 | 0.0% | 0.0% | 59 | +260 | 1.6% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Added to | 16,410 | 336 | 0.1% | 0.08% | 60 | +5,090 | 44.96% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,620 | 333 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,331 | 273 | 0.0% | 0.0% | 62 | +3,019 | 29.28% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 13,175 | 270 | 0.0% | — | 63 | +13,175 | New | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 12,371 | 253 | 0.0% | — | 64 | +12,371 | New | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,331 | 252 | 0.0% | — | 65 | +12,331 | New | Q1 2026 | May 01, 2026 |
| Inspire Advisors, LLC | History | New | 11,911 | 244 | 0.02% | — | 66 | +11,911 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 12,689 | 239 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 11,284 | 231 | 0.0% | 0.0% | 68 | -1,436 | -11.29% | Q1 2026 | Apr 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 10,713 | 219 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 10,480 | 214 | 0.0% | 0.0% | 70 | +4,412 | 72.71% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 11,200 | 211 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 10,200 | 209 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,691 | 198 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,480 | 173 | 0.0% | 0.0% | 74 | -11,984 | -58.56% | Q1 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,676 | 157 | 0.0% | 0.0% | 75 | -1,062 | -12.15% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,551 | 154 | 0.0% | 0.0% | 76 | +170 | 2.3% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,226 | 148 | 0.0% | 0.0% | 77 | +578 | 8.69% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,743 | 138 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,972 | 122 | 0.0% | 0.0% | 79 | -3,166 | -34.65% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 5,886 | 120 | 0.0% | 0.0% | 80 | -18,839 | -76.19% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,447 | 111 | 0.0% | — | 81 | +5,447 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,546 | 93 | 0.0% | 0.0% | 82 | +4,055 | 825.87% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,482 | 91 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 3,570 | 73 | 0.0% | 0.0% | 84 | +2,006 | 128.26% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,264 | 46 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,615 | 33 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,481 | 30 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | No change | 1,333 | 27 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,272 | 26 | 0.0% | 0.0% | 89 | +662 | 108.52% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,236 | 25 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 1,122 | 23 | 0.0% | 0.0% | 91 | +686 | 157.34% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 882 | 18 | 0.0% | 0.0% | 92 | +229 | 35.07% | Q1 2026 | Apr 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 857 | 17 | 0.0% | 0.0% | 93 | -117 | -12.01% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 762 | 15 | 0.0% | 0.0% | 95 | -5,587 | -88.0% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 766 | 15 | 0.01% | — | 96 | +766 | New | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 746 | 15 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 665 | 14 | 0.0% | — | 97 | +665 | New | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 611 | 12 | 0.0% | 0.0% | 98 | +31 | 5.34% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 525 | 10 | 0.0% | 0.0% | 99 | -389 | -42.56% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 469 | 9 | 0.0% | 0.0% | 100 | -809 | -63.3% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 472 | 9 | 0.0% | 0.0% | 101 | -3 | -0.63% | Q1 2026 | Apr 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 342 | 7 | 0.0% | 0.0% | 102 | +8 | 2.4% | Q1 2026 | Apr 28, 2026 |
| AlphaQuest LLC | History | No change | 376 | 7 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 268 | 5 | 0.0% | — | 106 | +268 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 289 | 5 | 0.0% | 0.0% | 105 | -142 | -32.95% | Q1 2026 | Apr 07, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 279 | 5 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 209 | 4 | 0.0% | — | 107 | +202 | 2885.71% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | New | 200 | 4 | 0.0% | — | 108 | +200 | New | Q1 2026 | Jun 02, 2026 |
| Arax Advisory Partners | History | Added to | 167 | 3 | 0.0% | 0.0% | 111 | +27 | 19.29% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 169 | 3 | 0.0% | 0.0% | 109 | +20 | 13.42% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 156 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | New | 106 | 2 | 0.0% | — | 114 | +106 | New | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 145 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Optiver Holding B.V. | History | Reduced | 97 | 1 | 0.0% | 0.0% | 117 | -104 | -51.74% | Q1 2026 | Jun 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 56 | 1 | 0.0% | — | 116 | +55 | 5500.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 59 | 1 | 0.0% | — | 115 | +19 | 47.5% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -226,676 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -71,652 | -100.0% | Q1 2026 | May 08, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -39,200 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,235 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,374 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,161 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,960 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,503 | -100.0% | Q1 2026 | May 12, 2026 |
| Metis Global Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,431 | -100.0% | Q1 2026 | May 07, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,320 | -100.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -945 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -498 | -100.0% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 24 | 0 | — | 0.0% | — | -226 | -90.4% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 33 | 0 | — | — | — | +32 | 3200.0% | Q1 2026 | May 14, 2026 |
| Basecamp Wealth Advisors LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | Jun 24, 2026 |
| TopTier Wealth Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | Added to | 28 | 0 | — | — | — | +15 | 115.38% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |