MOTORCAR PARTS OF AMERICA INC - MPAA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private Capital Management, LLC | History | Added to | 2,299,693 | 25,434 | 2.53% | 2.53% | 1 | +60,271 | 2.69% | Q1 2026 | May 15, 2026 |
| 325 CAPITAL LLC | History | No change | 2,018,795 | 22,327 | 8.13% | 8.73% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 1,260,044 | 13,936 | 0.25% | 0.22% | 3 | +299,755 | 31.22% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,133,796 | 12,539 | 0.0% | 0.0% | 4 | +57,191 | 5.31% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 975,858 | 12,042 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 986,765 | 10,913 | 0.0% | 0.0% | 6 | -12,164 | -1.22% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 783,750 | 8,668 | 0.0% | — | 7 | +783,750 | New | Q1 2026 | May 15, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 772,421 | 8,542 | 1.85% | 1.88% | 8 | +79,919 | 11.54% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 635,043 | 7,023 | 0.0% | 0.0% | 9 | +57,615 | 9.98% | Q1 2026 | May 15, 2026 |
| Azarias Capital Management, L.P. | History | Added to | 532,869 | 5,893 | 2.64% | 1.17% | 10 | +316,461 | 146.23% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 528,657 | 5,741 | 0.0% | 0.0% | 11 | +84,316 | 18.98% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 455,663 | 5,039 | 0.0% | 0.0% | 12 | +20,605 | 4.74% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 394,449 | 4,363 | 0.0% | 0.0% | 13 | +13,146 | 3.45% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 308,629 | 3,413 | 0.0% | 0.0% | 14 | +33,484 | 12.17% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | Reduced | 298,252 | 3,298 | 0.16% | 0.18% | 15 | -26,299 | -8.1% | Q1 2026 | May 18, 2026 |
| STATE STREET CORP | History | Reduced | 264,133 | 2,921 | 0.0% | 0.0% | 16 | -7,020 | -2.59% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 221,253 | 2,447 | 0.0% | 0.0% | 17 | -5,616 | -2.48% | Q1 2026 | May 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 206,401 | 2,282 | 0.05% | — | 18 | +206,401 | New | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 201,074 | 2,223 | 0.04% | 0.05% | 19 | +7,413 | 3.83% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 181,600 | 2,008 | 0.01% | 0.02% | 20 | -71,779 | -28.33% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 144,884 | 1,602 | 0.02% | 0.03% | 21 | +6,380 | 4.61% | Q1 2026 | May 14, 2026 |
| Mink Brook Asset Management LLC | History | New | 143,543 | 1,587 | 0.89% | — | 22 | +143,543 | New | Q1 2026 | Apr 01, 2026 |
| NORTHERN TRUST CORP | History | Added to | 121,755 | 1,346 | 0.0% | 0.0% | 23 | +2,527 | 2.12% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 117,878 | 1,303 | 0.0% | 0.0% | 24 | -80,159 | -40.48% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 116,653 | 1,290 | 0.0% | — | 25 | +116,653 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 114,730 | 1,268 | 0.0% | 0.0% | 26 | +23,092 | 25.2% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 105,288 | 1,164 | 0.0% | 0.0% | 27 | +43,106 | 69.32% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 95,783 | 1,058 | 0.0% | 0.0% | 28 | -132,018 | -57.95% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 94,579 | 1,046 | 0.0% | 0.0% | 29 | -40,700 | -30.09% | Q1 2026 | May 08, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 93,443 | 1,033 | 0.19% | 0.2% | 30 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 85,000 | 940 | 0.0% | 0.0% | 31 | +20,000 | 30.77% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 80,681 | 892 | 0.0% | 0.0% | 32 | -2,478 | -2.98% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 80,600 | 891 | 0.01% | — | 33 | +80,600 | New | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 77,358 | 855 | 0.0% | — | 34 | +77,358 | New | Q1 2026 | May 08, 2026 |
| Manatuck Hill Partners, LLC | History | New | 75,000 | 829 | 0.22% | — | 35 | +75,000 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 72,940 | 806 | 0.0% | 0.0% | 36 | +11,101 | 17.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 72,839 | 805 | 0.0% | 0.0% | 37 | +17,257 | 31.05% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 66,711 | 737 | 0.02% | 0.02% | 38 | +5,306 | 8.64% | Q1 2026 | May 13, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 61,021 | 674 | 0.41% | 0.5% | 39 | -9,980 | -14.06% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 60,720 | 671 | 0.0% | 0.0% | 40 | -1,109 | -1.79% | Q1 2026 | May 05, 2026 |
| EQUITABLE TRUST CO | History | Added to | 58,492 | 646 | 0.03% | 0.03% | 41 | +4,492 | 8.32% | Q1 2026 | Apr 30, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 47,278 | 522 | 0.0% | 0.0% | 42 | +870 | 1.87% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 46,855 | 518 | 0.01% | 0.03% | 43 | -69,651 | -59.78% | Q1 2026 | Apr 20, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 44,544 | 492 | 0.0% | 0.0% | 44 | -48,494 | -52.12% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 43,912 | 485 | 0.0% | 0.0% | 45 | -76,150 | -63.43% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 43,700 | 483 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 38,400 | 473 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,223 | 467 | 0.0% | 0.0% | 48 | +2,349 | 5.89% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 39,089 | 432 | 0.0% | 0.0% | 49 | -4,025 | -9.34% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 38,523 | 426 | 0.0% | 0.0% | 50 | +4,347 | 12.72% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 30,049 | 332 | 0.0% | 0.0% | 51 | +18,741 | 165.73% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 29,224 | 323 | 0.0% | 0.0% | 52 | +521 | 1.82% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 28,226 | 312 | 0.0% | 0.0% | 53 | -3,545 | -11.16% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 28,189 | 311 | 0.0% | 0.0% | 54 | +8,880 | 45.99% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | New | 28,112 | 310 | 0.0% | — | 55 | +28,112 | New | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 27,796 | 307 | 0.01% | 0.01% | 56 | +11,025 | 65.74% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 27,600 | 305 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 27,195 | 300 | 0.0% | 0.0% | 58 | -28,358 | -51.05% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | Added to | 27,000 | 298 | 0.01% | 0.01% | 59 | +4,400 | 19.47% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 25,843 | 285 | 0.0% | 0.0% | 60 | +10,979 | 73.86% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20,890 | 231 | 0.0% | 0.0% | 61 | -2,256 | -9.75% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 20,787 | 229 | 0.0% | 0.0% | 62 | -2,265 | -9.83% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 20,000 | 221 | 0.0% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 18,247 | 201 | 0.0% | 0.0% | 64 | -29,095 | -61.46% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 18,100 | 200 | 0.0% | 0.0% | 65 | -117 | -0.64% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 17,835 | 197 | 0.0% | — | 66 | +17,835 | New | Q1 2026 | May 04, 2026 |
| Nuveen, LLC | History | No change | 17,089 | 189 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 14,896 | 164 | 0.0% | 0.0% | 68 | -45,617 | -75.38% | Q1 2026 | May 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 12,597 | 139 | 0.0% | 0.0% | 69 | -380 | -2.93% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Reduced | 11,490 | 127 | 0.0% | 0.0% | 70 | -17,738 | -60.69% | Q1 2026 | May 11, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 10,180 | 125 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,694 | 118 | 0.0% | — | 72 | +10,694 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | New | 10,180 | 112 | 0.0% | — | 73 | +10,180 | New | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,076 | 111 | 0.0% | 0.0% | 74 | -11,438 | -53.17% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,849 | 108 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 9,200 | 102 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,547 | 83 | 0.0% | — | 77 | +7,547 | New | Q1 2026 | May 08, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 6,560 | 70 | 0.1% | 0.02% | 79 | +4,890 | 292.81% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,335 | 70 | 0.0% | 0.0% | 78 | +136 | 2.19% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,075 | 56 | 0.0% | 0.0% | 80 | -9,821 | -65.93% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,146 | 56 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AlphaQuest LLC | History | No change | 4,476 | 55 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 4,965 | 54 | 0.0% | 0.0% | 83 | +874 | 21.36% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 2,935 | 32 | 0.0% | 0.0% | 84 | -17,785 | -85.83% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,846 | 31 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Reduced | 2,005 | 22 | 0.0% | 0.0% | 86 | -39,768 | -95.2% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 1,308 | 14 | 0.0% | 0.0% | 87 | +128 | 10.85% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,209 | 13 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | No change | 1,197 | 13 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,165 | 12 | 0.0% | 0.0% | 92 | -1,230 | -51.36% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,100 | 12 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,110 | 12 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Access Investment Management LLC | History | Reduced | 785 | 8 | 0.0% | 0.01% | 93 | -770 | -49.52% | Q1 2026 | May 21, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 719 | 7 | 0.0% | 0.0% | 94 | -98 | -12.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 652 | 7 | 0.0% | 0.0% | 95 | +41 | 6.71% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 623 | 6 | 0.0% | 0.0% | 96 | +315 | 102.27% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 417 | 4 | 0.0% | — | 98 | +402 | 2680.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 440 | 4 | 0.0% | 0.0% | 99 | -326 | -42.56% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 367 | 4 | 0.0% | 0.0% | 97 | +75 | 25.68% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 313 | 3 | 0.0% | — | 100 | +251 | 404.84% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 264 | 2 | 0.0% | 0.0% | 101 | +88 | 50.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 205 | 2 | 0.0% | 0.0% | 102 | -71 | -25.72% | Q1 2026 | Apr 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -93,443 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,500 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,432 | -100.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,190 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -24,745 | -100.0% | Q1 2026 | May 11, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -22,695 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,347 | -100.0% | Q1 2026 | May 14, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -20,032 | -100.0% | Q1 2026 | May 11, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -17,246 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -16,375 | -100.0% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,032 | -100.0% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,925 | -100.0% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,534 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,699 | -100.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,201 | -100.0% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,500 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,756 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,479 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -417 | -100.0% | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Reduced | 53 | 0 | — | 0.0% | — | -60 | -53.1% | Q1 2026 | May 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 45 | 0 | — | — | — | +40 | 800.0% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 43 | 0 | — | — | — | +26 | 152.94% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | Reduced | 18 | 0 | — | — | — | -20 | -52.63% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 67 | 0 | — | 0.0% | — | -19 | -22.09% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 37 | 0 | — | — | — | +9 | 32.14% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 13, 2026 |
| JPL Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |