TPG Mortgage Investment Trust, Inc. - MITT
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 | 17,565 | 128,400 | 1.3% | — | 1 | +17,565 | New | Q1 2026 | May 11, 2026 |
| ANGELO GORDON & CO., L.P. | History | No change | 2,315,966 | 19,732 | 1.86% | 1.86% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,469,243 | 18,050 | 0.0% | 0.0% | 3 | +27,317 | 1.12% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,615,375 | 13,762 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,259,583 | 9,207 | 0.0% | — | 5 | +1,259,583 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 790,020 | 5,776 | 0.0% | 0.0% | 6 | +79,144 | 11.13% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 614,431 | 4,636 | 0.0% | 0.0% | 7 | +38,343 | 6.66% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 423,397 | 3,095 | 0.0% | 0.0% | 8 | +180,420 | 74.25% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 362,900 | 2,652 | 0.0% | 0.0% | 9 | +209,961 | 137.28% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 309,067 | 2,259 | 0.0% | 0.0% | 10 | +74,043 | 31.5% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 305,996 | 2,236 | 0.0% | 0.0% | 11 | +10,255 | 3.47% | Q1 2026 | May 14, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 300,793 | 2,199 | 0.0% | 0.01% | 12 | -5,487 | -1.79% | Q1 2026 | May 11, 2026 |
| TPG GP A, LLC | History | New | 288,290 | 2,107 | 0.06% | — | 13 | +288,290 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 285,276 | 2,085 | 0.0% | 0.0% | 14 | +227,368 | 392.64% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 279,882 | 2,045 | 0.0% | 0.0% | 15 | +252,565 | 924.57% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 252,743 | 1,847 | 0.0% | 0.0% | 16 | +14,135 | 5.92% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 226,365 | 1,654 | 0.0% | — | 17 | +226,365 | New | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 201,153 | 1,470 | 0.0% | 0.0% | 18 | +7,770 | 4.02% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 197,753 | 1,463 | 0.0% | 0.0% | 19 | +186,330 | 1631.18% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 199,580 | 1,458 | 0.0% | — | 20 | +199,580 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 168,012 | 1,228 | 0.0% | 0.0% | 21 | +30,074 | 21.8% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 165,035 | 1,206 | 0.0% | — | 22 | +165,035 | New | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | Added to | 149,297 | 1,091 | 0.01% | 0.01% | 23 | +4,226 | 2.91% | Q1 2026 | May 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 148,199 | 1,083 | 0.0% | 0.0% | 24 | +56,827 | 62.19% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 121,589 | 888 | 0.0% | 0.0% | 25 | -3,130 | -2.51% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 110,150 | 805 | 0.05% | 0.02% | 26 | +87,160 | 379.12% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 91,657 | 670 | 0.0% | 0.0% | 27 | -96,883 | -51.39% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 89,451 | 653 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | Added to | 89,326 | 652 | 0.01% | 0.01% | 29 | +43,126 | 93.35% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 85,067 | 621 | 0.0% | 0.0% | 30 | +71,868 | 544.5% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 79,881 | 583 | 0.0% | 0.0% | 31 | -4,255 | -5.06% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 76,288 | 557 | 0.0% | 0.0% | 32 | -8,236 | -9.74% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 69,618 | 508 | 0.0% | 0.0% | 33 | +388 | 0.56% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 64,429 | 470 | 0.0% | 0.0% | 34 | +10,858 | 20.27% | Q1 2026 | May 15, 2026 |
| Northern Right Capital Management, L.P. | History | New | 63,951 | 467 | 0.17% | — | 35 | +63,951 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 60,226 | 440 | 0.0% | — | 36 | +60,226 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 58,726 | 428 | 0.0% | 0.0% | 37 | -102,509 | -63.58% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 57,482 | 420 | 0.0% | 0.0% | 38 | -29,472 | -33.89% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 53,731 | 393 | 0.0% | 0.0% | 39 | +5,076 | 10.43% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | New | 49,428 | 359 | 0.0% | — | 40 | +49,428 | New | Q1 2026 | Apr 30, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 48,094 | 351 | 0.1% | — | 42 | +48,094 | New | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | No change | 48,023 | 351 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 46,177 | 337 | 0.0% | 0.0% | 43 | -10,243 | -18.15% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 45,368 | 331 | 0.0% | 0.0% | 44 | -18,738 | -29.23% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 43,721 | 319 | 0.0% | — | 45 | +43,721 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 43,346 | 316 | 0.0% | 0.0% | 46 | -1,097 | -2.47% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 43,137 | 315 | 0.0% | 0.0% | 47 | +576 | 1.35% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 42,541 | 310 | 0.0% | 0.0% | 48 | +7,968 | 23.05% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 41,967 | 308 | 0.0% | 0.0% | 49 | -8,634 | -17.06% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 35,565 | 259 | 0.0% | 0.0% | 50 | +4,279 | 13.68% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 35,407 | 258 | 0.0% | 0.0% | 51 | -242 | -0.68% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | No change | 35,100 | 256 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 11,805 | 237 | 0.07% | 0.06% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Added to | 31,630 | 231 | 0.08% | 0.12% | 54 | +11,940 | 60.64% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 31,113 | 227 | 0.0% | — | 55 | +31,113 | New | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 30,427 | 222 | 0.0% | — | 56 | +30,427 | New | Q1 2026 | May 08, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 29,122 | 212 | 0.01% | — | 57 | +29,122 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 25,549 | 186 | 0.0% | — | 59 | +25,549 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 25,503 | 186 | 0.0% | 0.01% | 58 | -13,255 | -34.2% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,980 | 182 | 0.0% | 0.0% | 60 | +8,789 | 54.28% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 20,270 | 172 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | New | 20,425 | 149 | 0.0% | — | 63 | +20,425 | New | Q1 2026 | Jun 02, 2026 |
| FMR LLC | History | Added to | 20,466 | 149 | 0.0% | 0.0% | 62 | +15,848 | 343.18% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 17,305 | 147 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,025 | 124 | 0.0% | 0.0% | 65 | -15,632 | -47.87% | Q1 2026 | May 11, 2026 |
| Graham Capital Management, L.P. | History | New | 16,854 | 123 | 0.0% | — | 66 | +16,854 | New | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 16,601 | 121 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Added to | 15,896 | 116 | 0.0% | 0.0% | 68 | +5,003 | 45.93% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 15,792 | 115 | 0.0% | 0.0% | 69 | -5,726 | -26.61% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | No change | 14,149 | 103 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,052 | 102 | 0.0% | 0.0% | 71 | -368 | -2.55% | Q1 2026 | May 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,754 | 100 | 0.0% | 0.0% | 72 | +307 | 2.28% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,674 | 92 | 0.0% | 0.0% | 73 | +320 | 2.59% | Q1 2026 | Apr 14, 2026 |
| Quadrature Capital Ltd | History | New | 11,888 | 86 | 0.0% | — | 74 | +11,888 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,573 | 84 | 0.0% | — | 75 | +11,573 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,374 | 83 | 0.0% | 0.0% | 76 | +9,216 | 427.06% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | New | 11,200 | 81 | 0.0% | — | 78 | +11,200 | New | Q1 2026 | May 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,183 | 81 | 0.0% | 0.0% | 77 | +330 | 3.04% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,600 | 77 | 0.0% | 0.0% | 79 | -38,804 | -78.54% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,416 | 76 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 10,169 | 74 | 0.0% | — | 81 | +10,169 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,632 | 70 | 0.0% | 0.0% | 82 | +203 | 2.15% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,560 | 69 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,232 | 60 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,607 | 55 | 0.0% | 0.0% | 85 | +304 | 4.16% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 6,546 | 47 | 0.0% | 0.0% | 86 | +139 | 2.17% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,101 | 44 | 0.0% | 0.0% | 87 | -388 | -5.98% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | No change | 5,400 | 39 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,100 | 37 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,165 | 23 | 0.0% | 0.0% | 90 | +1,710 | 117.53% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,662 | 20 | 0.0% | 0.0% | 91 | -150 | -5.33% | Q1 2026 | Apr 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,820 | 20 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 2,408 | 17 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,009 | 14 | 0.0% | 0.0% | 94 | +602 | 42.79% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,700 | 12 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,548 | 11 | 0.0% | 0.0% | 96 | -212 | -12.05% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | New | 1,500 | 10 | 0.0% | — | 97 | +1,500 | New | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 1,341 | 9 | 0.0% | 0.0% | 98 | -1,221 | -47.66% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,133 | 8 | 0.0% | — | 99 | +1,133 | New | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 947 | 6 | 0.0% | 0.0% | 100 | -702 | -42.57% | Q1 2026 | Apr 22, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 712 | 5 | 0.0% | 0.0% | 102 | +18 | 2.59% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 810 | 5 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | Reduced | 415 | 3 | 0.0% | 0.0% | 106 | -915 | -68.8% | Q1 2026 | May 21, 2026 |
| SIMPLEX TRADING, LLC | History | New | 509 | 3 | 0.0% | — | 107 | +509 | New | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 437 | 3 | 0.0% | 0.0% | 105 | +91 | 26.3% | Q1 2026 | Apr 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 440 | 3 | 0.0% | 0.0% | 103 | +87 | 24.65% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 513 | 3 | 0.0% | 0.0% | 104 | +4 | 0.79% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 298 | 2 | 0.0% | 0.0% | 110 | -216 | -42.02% | Q1 2026 | Jun 02, 2026 |
| Allworth Financial LP | History | Added to | 301 | 2 | 0.0% | 0.0% | 108 | +26 | 9.45% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 366 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Motiv8 Investments LLC | History | No change | 203 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | New | 232 | 1 | 0.0% | — | 114 | +232 | New | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | Added to | 147 | 1 | 0.0% | — | 112 | +125 | 568.18% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 111 | 1 | 0.0% | 0.0% | 113 | -39 | -26.0% | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -104,126 | -100.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -58,813 | -100.0% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,790 | -100.0% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,000 | -100.0% | Q1 2026 | May 21, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,319 | -100.0% | Q1 2026 | May 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,101 | -100.0% | Q1 2026 | May 08, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,767 | -100.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,532 | -100.0% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,745 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,197 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -899 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -794 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -758 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q1 2026 | May 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 133 | 0 | — | 0.0% | — | -383 | -74.22% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 79 | 0 | — | — | — | +79 | New | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 96 | 0 | — | 0.0% | — | -60 | -38.46% | Q1 2026 | Apr 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 31 | 0 | — | — | — | +16 | 106.67% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 41 | 0 | — | — | — | -2 | -4.65% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |