MAXCYTE, INC. - MXCT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 5,539,260 | 8,585 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 8,798,473 | 6,180 | 0.0% | 0.0% | 2 | -444,114 | -4.81% | Q1 2026 | May 13, 2026 |
| Capricorn Fund Managers Ltd | History | New | 8,200,000 | 5,760 | 0.9% | — | 3 | +8,200,000 | New | Q1 2026 | Apr 24, 2026 |
| Vitruvian Partners LLP | History | No change | 5,043,356 | 3,542 | 3.17% | 5.62% | 4 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,981,816 | 2,799 | 0.0% | — | 5 | +3,981,816 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,688,131 | 2,590 | 0.0% | 0.0% | 6 | -745,562 | -16.82% | Q1 2026 | May 15, 2026 |
| Mudita Advisors LLP | History | No change | 3,370,689 | 2,367 | 0.48% | 1.13% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,773,554 | 1,948 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,362,672 | 1,660 | 0.0% | 0.0% | 9 | -155,619 | -6.18% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 2,193,470 | 1,540 | 0.0% | 0.0% | 10 | -164,914 | -6.99% | Q1 2026 | May 15, 2026 |
| Brooklands Fund Management Ltd | History | New | 2,190,020 | 1,538 | 1.73% | — | 11 | +2,190,020 | New | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,993,200 | 1,400 | 0.0% | 0.0% | 12 | +1,206,300 | 153.3% | Q1 2026 | May 14, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | Reduced | 1,722,942 | 1,210 | 0.15% | 0.41% | 13 | -1,960,110 | -53.22% | Q1 2026 | May 15, 2026 |
| Peapod Lane Capital LLC | History | New | 1,332,193 | 925 | 0.76% | — | 14 | +1,332,193 | New | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,221,182 | 857 | 0.0% | 0.0% | 15 | +1,127,208 | 1199.49% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,159,019 | 814 | 0.0% | 0.0% | 16 | +685,728 | 144.89% | Q1 2026 | May 15, 2026 |
| LUMINUS MANAGEMENT LLC | History | Added to | 1,150,000 | 807 | 0.49% | 0.32% | 17 | +913,505 | 386.27% | Q1 2026 | May 15, 2026 |
| Stonepine Capital Management, LLC | History | Added to | 1,004,673 | 705 | 0.28% | 0.53% | 18 | +535,655 | 114.21% | Q1 2026 | May 14, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Added to | 1,000,000 | 702 | 0.66% | 0.3% | 19 | +770,000 | 334.78% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 889,240 | 625 | 0.0% | — | 20 | +889,240 | New | Q1 2026 | May 08, 2026 |
| Willis Investment Counsel | History | No change | 862,758 | 606 | 0.03% | 0.07% | 21 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 799,709 | 561 | 0.0% | 0.0% | 22 | +53,777 | 7.21% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 776,224 | 545 | 0.0% | 0.01% | 23 | -252,422 | -24.54% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 643,206 | 452 | 0.0% | — | 24 | +643,206 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 608,162 | 427 | 0.0% | 0.0% | 25 | +520,244 | 591.74% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 502,646 | 352 | 0.0% | 0.0% | 26 | -463,916 | -48.0% | Q1 2026 | May 07, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | New | 481,803 | 338 | 0.04% | — | 27 | +481,803 | New | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 403,937 | 283 | 0.0% | 0.0% | 28 | +62,477 | 18.3% | Q1 2026 | May 05, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 386,667 | 271 | 0.0% | 0.0% | 29 | -3,256 | -0.84% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 333,088 | 233 | 0.0% | 0.0% | 30 | -1,155,730 | -77.63% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 328,651 | 230 | 0.0% | 0.0% | 31 | -41,050 | -11.1% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 141,400 | 219 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 307,987 | 216 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mink Brook Asset Management LLC | History | New | 284,024 | 199 | 0.11% | — | 34 | +284,024 | New | Q1 2026 | Apr 01, 2026 |
| UBS Group AG | History | Added to | 271,054 | 190 | 0.0% | 0.0% | 35 | +146,463 | 117.56% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 256,120 | 179 | 0.0% | 0.0% | 36 | +233,962 | 1055.88% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 250,172 | 172 | 0.0% | 0.0% | 37 | -45,228 | -15.31% | Q1 2026 | Apr 30, 2026 |
| Rathbones Group PLC | History | Reduced | 223,378 | 156 | 0.0% | 0.0% | 38 | -3,469 | -1.53% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 100,100 | 155 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 218,497 | 153 | 0.0% | 0.0% | 40 | +1,186 | 0.55% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 200,505 | 140 | 0.0% | 0.0% | 41 | -463,451 | -69.8% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 190,126 | 133 | 0.0% | 0.0% | 42 | +45,740 | 31.68% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 163,062 | 114 | 0.0% | 0.0% | 43 | -137,218 | -45.7% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 144,087 | 101 | 0.0% | 0.0% | 44 | -29,886 | -17.18% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 129,500 | 90 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 127,258 | 89 | 0.0% | 0.0% | 46 | +29,457 | 30.12% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 122,294 | 85 | 0.0% | 0.0% | 47 | -15,839 | -11.47% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 119,227 | 83 | 0.0% | 0.0% | 48 | +52,532 | 78.76% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 115,200 | 80 | 0.0% | 0.0% | 49 | +103,075 | 850.1% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 112,989 | 79 | 0.0% | 0.0% | 50 | +57,867 | 104.98% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 98,912 | 69 | 0.0% | — | 51 | +98,912 | New | Q1 2026 | May 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 88,623 | 62 | 0.01% | 0.02% | 52 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 83,853 | 58 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | Reduced | 76,053 | 53 | 0.0% | 0.01% | 54 | -268,553 | -77.93% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 66,500 | 46 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 63,591 | 44 | 0.01% | — | 57 | +63,591 | New | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 63,330 | 44 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 51,537 | 37 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 52,020 | 36 | 0.0% | 0.0% | 59 | +1,753 | 3.49% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 48,084 | 33 | 0.0% | 0.0% | 60 | +1,156 | 2.46% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 45,662 | 32 | 0.0% | — | 61 | +45,662 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 43,059 | 30 | 0.0% | 0.0% | 62 | -1,249,714 | -96.67% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 43,613 | 30 | 0.0% | — | 63 | +43,613 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 41,584 | 29 | 0.0% | 0.0% | 64 | +22,815 | 121.56% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 41,000 | 28 | 0.0% | — | 65 | +41,000 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 38,500 | 27 | 0.0% | 0.0% | 67 | +31,671 | 463.77% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 41,092 | 27 | 0.0% | 0.0% | 66 | +704 | 1.74% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 38,214 | 26 | 0.0% | 0.0% | 68 | -75,167 | -66.3% | Q1 2026 | May 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 33,204 | 23 | 0.0% | 0.0% | 69 | -1,635 | -4.69% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 33,868 | 23 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | Reduced | 28,800 | 20 | 0.0% | 0.0% | 71 | -99,912 | -77.62% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 26,425 | 19 | 0.0% | — | 72 | +26,425 | New | Q1 2026 | Apr 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 25,937 | 18 | 0.0% | 0.0% | 74 | +18,628 | 254.86% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 27,027 | 18 | 0.0% | 0.0% | 73 | -17,334 | -39.07% | Q1 2026 | May 08, 2026 |
| KWMG, LLC | History | No change | 25,833 | 18 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 22,085 | 15 | 0.0% | 0.0% | 77 | -24,720 | -52.81% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 21,837 | 15 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,569 | 14 | 0.0% | 0.0% | 78 | -507,456 | -96.1% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 18,793 | 13 | 0.0% | — | 79 | +18,793 | New | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Reduced | 17,404 | 12 | 0.0% | 0.0% | 81 | -25,734 | -59.66% | Q1 2026 | May 14, 2026 |
| Granite Investment Partners, LLC | History | New | 17,463 | 12 | 0.0% | — | 84 | +17,463 | New | Q1 2026 | Apr 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 16,488 | 12 | 0.0% | — | 83 | +16,488 | New | Q1 2026 | May 08, 2026 |
| Jain Global LLC | History | Reduced | 17,523 | 12 | 0.0% | 0.0% | 82 | -11,635 | -39.9% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,311 | 12 | 0.0% | 0.0% | 80 | +9,606 | 124.67% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 15,612 | 10 | 0.0% | — | 86 | +15,612 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 15,285 | 10 | 0.0% | — | 87 | +15,285 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 14,660 | 10 | 0.0% | 0.0% | 85 | -3,869 | -20.88% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | New | 13,628 | 9 | 0.0% | — | 89 | +13,628 | New | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | New | 11,195 | 9 | 0.0% | — | 90 | +11,195 | New | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 13,516 | 9 | 0.0% | 0.0% | 88 | +16 | 0.12% | Q1 2026 | May 08, 2026 |
| Abel Hall, LLC | History | New | 12,110 | 8 | 0.0% | — | 95 | +12,110 | New | Q1 2026 | Apr 28, 2026 |
| R Squared Ltd | History | New | 12,060 | 8 | 0.0% | — | 94 | +12,060 | New | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | New | 11,818 | 8 | 0.0% | — | 93 | +11,818 | New | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,469 | 8 | 0.0% | — | 92 | +11,469 | New | Q1 2026 | May 14, 2026 |
| Scientech Research LLC | History | Reduced | 12,580 | 8 | 0.01% | 0.01% | 91 | -57 | -0.45% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 10,871 | 7 | 0.0% | 0.0% | 99 | -44,865 | -80.5% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 10,971 | 7 | 0.0% | — | 100 | +10,971 | New | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 11,283 | 7 | 0.0% | 0.0% | 97 | -30 | -0.27% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | No change | 10,000 | 7 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,250 | 7 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 8,963 | 6 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,376 | 5 | 0.0% | 0.0% | 102 | -630 | -7.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 5,147 | 3 | 0.0% | 0.0% | 103 | -31,262 | -85.86% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | New | 5,433 | 3 | 0.0% | — | 105 | +5,433 | New | Q1 2026 | Apr 06, 2026 |
| TrinityBridge Ltd | History | No change | 4,000 | 3 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,347 | 2 | 0.0% | 0.0% | 106 | -2,481 | -42.57% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Added to | 3,327 | 2 | 0.0% | 0.0% | 107 | +1,579 | 90.33% | Q1 2026 | May 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,299 | 1 | 0.0% | 0.0% | 108 | -3,287 | -71.67% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,000 | 1 | 0.0% | — | 111 | +2,000 | New | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | No change | 1,266 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | No change | 1,603 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 1.18% | — | -8,200,000 | -100.0% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -208,136 | -100.0% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -147,558 | -100.0% | Q1 2026 | May 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -106,151 | -100.0% | Q1 2026 | May 15, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -62,133 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,402 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -36,348 | -100.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -27,406 | -100.0% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,200 | -100.0% | Q1 2026 | May 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,819 | -100.0% | Q1 2026 | May 15, 2026 |
| Sagewood Asset Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,598 | -100.0% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,631 | -100.0% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -6,211 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,177 | -100.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,881 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,837 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | New | 1,323 | 0 | — | — | — | +1,323 | New | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,267 | 0 | — | — | — | +1,267 | New | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | New | 1,003 | 0 | — | — | — | +1,003 | New | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 809 | 0 | — | — | — | +809 | New | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,395 | 0 | — | 0.0% | — | +619 | 79.77% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 606 | 0 | — | — | — | +585 | 2785.71% | Q1 2026 | Apr 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 628 | 0 | — | — | — | +388 | 161.67% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 510 | 0 | — | — | — | +370 | 264.29% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | New | 242 | 0 | — | — | — | +242 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 227 | 0 | — | — | — | +227 | New | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 187 | 0 | — | — | — | +187 | New | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 156 | 0 | — | — | — | +156 | New | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -95 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | New | 51 | 0 | — | — | — | +51 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 470 | 0 | — | — | — | -20 | -4.08% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 139 | 0 | — | — | — | -2 | -1.42% | Q1 2026 | Apr 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 168 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EFG International AG | History | No change | 1,261 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |