Nexxen International Ltd. - NEXN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mithaq Capital SPC | History | No change | 17,326,679 | 156,459 | 76.68% | 68.08% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JB CAPITAL PARTNERS LP | History | Added to | 4,478,125 | 40,437 | 6.26% | 4.95% | 2 | +66,500 | 1.51% | Q2 2026 | Aug 11, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 2,186,838 | 19,747 | 0.96% | 0.77% | 3 | +69,426 | 3.28% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Added to | 1,855,887 | 16,758 | 0.0% | 0.0% | 4 | +134,154 | 7.79% | Q2 2026 | Aug 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,375,977 | 12,398 | 0.01% | 0.01% | 5 | +419,804 | 43.9% | Q2 2026 | Aug 13, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 843,222 | 7,614 | 1.86% | 1.81% | 6 | -180,365 | -17.62% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 748,994 | 6,763 | 0.0% | 0.0% | 7 | +170,319 | 29.43% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 513,961 | 4,641 | 0.0% | 0.0% | 8 | +223,749 | 77.1% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 513,805 | 4,639 | 0.0% | 0.0% | 9 | +220,286 | 75.05% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 500,780 | 4,522 | 0.0% | 0.0% | 10 | +12,991 | 2.66% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 448,554 | 4,050 | 0.0% | 0.0% | 11 | +33,716 | 8.13% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 408,616 | 3,689 | 0.06% | 0.05% | 12 | +14,730 | 3.74% | Q2 2026 | Aug 14, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Added to | 503,393 | 3,427 | 0.47% | 0.25% | 13 | +14,316 | 2.93% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | New | 374,001 | 3,377 | 0.01% | — | 14 | +374,001 | New | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 354,134 | 3,197 | 0.0% | 0.0% | 15 | +348,527 | 6215.93% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 350,023 | 3,160 | 0.0% | 0.0% | 16 | +9,473 | 2.78% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 308,625 | 2,786 | 0.01% | 0.01% | 17 | +24,687 | 8.69% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 305,541 | 2,759 | 0.0% | 0.0% | 18 | +67,011 | 28.09% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 277,376 | 2,504 | 0.01% | 0.01% | 19 | +14,730 | 5.61% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 252,000 | 2,275 | 0.0% | 0.0% | 20 | +400 | 0.16% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 245,407 | 2,216 | 0.0% | 0.0% | 21 | +26,615 | 12.16% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 225,723 | 2,038 | 0.0% | 0.0% | 22 | +46,067 | 25.64% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 197,149 | 1,780 | 0.0% | 0.0% | 23 | +19,641 | 11.06% | Q2 2026 | Sep 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 191,293 | 1,727 | 0.0% | 0.0% | 24 | +110,923 | 138.02% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Added to | 188,949 | 1,706 | 0.0% | 0.0% | 25 | +157,505 | 500.91% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 160,440 | 1,448 | 0.0% | 0.0% | 26 | -41,049 | -20.37% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 159,291 | 1,438 | 0.01% | — | 27 | +159,291 | New | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 125,290 | 1,131 | 0.0% | 0.0% | 28 | -1,363 | -1.08% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 118,368 | 1,068 | 0.0% | 0.0% | 29 | +104,206 | 735.81% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Added to | 108,655 | 981 | 0.0% | 0.0% | 30 | +84,605 | 351.79% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 104,859 | 946 | 0.0% | 0.0% | 31 | -506 | -0.48% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 91,860 | 829 | 0.0% | 0.0% | 32 | -17,305 | -15.85% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 91,449 | 825 | 0.0% | 0.0% | 33 | +41,397 | 82.71% | Q2 2026 | Aug 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 81,514 | 740 | 0.0% | 0.0% | 34 | -26,354 | -24.43% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 76,700 | 692 | 0.0% | 0.0% | 35 | -3,300 | -4.13% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 74,715 | 674 | 0.0% | 0.0% | 36 | +5,593 | 8.09% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 72,855 | 657 | 0.0% | 0.0% | 37 | -43,695 | -37.49% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 63,092 | 569 | 0.0% | 0.0% | 38 | -31,163 | -33.06% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 61,356 | 554 | 0.0% | 0.0% | 39 | +33,700 | 121.85% | Q2 2026 | Aug 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 50,681 | 457 | 0.01% | 0.0% | 40 | +3,694 | 7.86% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 50,383 | 454 | 0.01% | 0.01% | 41 | -10,445 | -17.17% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 44,343 | 400 | 0.0% | 0.0% | 42 | +1,016 | 2.34% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 43,386 | 391 | 0.01% | — | 43 | +43,386 | New | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 38,678 | 349 | 0.0% | 0.0% | 44 | +10,402 | 36.79% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 38,667 | 349 | 0.0% | 0.0% | 45 | +8,685 | 28.97% | Q2 2026 | Aug 11, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | New | 38,181 | 344 | 0.01% | — | 47 | +38,181 | New | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | Reduced | 38,169 | 344 | 0.0% | 0.0% | 46 | -1,106 | -2.82% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 37,689 | 340 | 0.0% | 0.0% | 48 | +17,237 | 84.28% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | New | 36,700 | 331 | 0.01% | — | 49 | +36,700 | New | Q2 2026 | Jul 30, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 32,409 | 292 | 0.0% | 0.0% | 50 | -2,342 | -6.74% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 32,158 | 290 | 0.0% | — | 51 | +32,158 | New | Q2 2026 | Aug 05, 2026 |
| Legato Capital Management LLC | History | Added to | 31,864 | 287 | 0.02% | 0.01% | 52 | +8,487 | 36.3% | Q2 2026 | Aug 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 31,396 | 283 | 0.05% | — | 53 | +31,396 | New | Q2 2026 | Aug 04, 2026 |
| ALGERT GLOBAL LLC | History | New | 29,690 | 268 | 0.0% | — | 54 | +29,690 | New | Q2 2026 | Aug 13, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 28,347 | 255 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 25,620 | 232 | 0.0% | 0.0% | 56 | +861 | 3.48% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 25,602 | 231 | 0.0% | 0.0% | 57 | +13,903 | 118.84% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 24,583 | 221 | 0.0% | — | 58 | +24,583 | New | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 23,933 | 207 | 0.0% | 0.0% | 59 | -200 | -0.83% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,392 | 193 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 21,000 | 189 | 0.0% | 0.0% | 61 | -25 | -0.12% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | New | 19,659 | 177 | 0.0% | — | 62 | +19,659 | New | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | New | 19,573 | 176 | 0.02% | — | 64 | +19,573 | New | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | Reduced | 19,556 | 176 | 0.0% | 0.0% | 63 | -7,831 | -28.59% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 16,601 | 160 | 0.0% | — | 65 | +16,601 | New | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,056 | 155 | 0.0% | 0.0% | 66 | +12 | 0.07% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 16,496 | 148 | 0.01% | 0.0% | 67 | +6,764 | 69.5% | Q2 2026 | Jul 07, 2026 |
| BRANDYWINE TRUST CO | History | No change | 16,242 | 142 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 15,626 | 141 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Empirical Asset Management, LLC | History | New | 15,114 | 136 | 0.03% | — | 70 | +15,114 | New | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,297 | 129 | 0.0% | 0.0% | 71 | -1,068 | -6.95% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,128 | 127 | 0.0% | 0.0% | 72 | +828 | 6.23% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 14,022 | 126 | 0.0% | 0.0% | 73 | +12,584 | 875.1% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,960 | 126 | 0.0% | 0.0% | 74 | -549 | -3.78% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 13,889 | 125 | 0.0% | — | 75 | +13,889 | New | Q2 2026 | Aug 19, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 12,573 | 113 | 0.0% | 0.0% | 76 | +651 | 5.46% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 12,300 | 111 | 0.0% | 0.0% | 77 | -8,378 | -40.52% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | Reduced | 11,955 | 107 | 0.0% | 0.0% | 78 | -2,271 | -15.96% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 11,577 | 104 | 0.0% | — | 79 | +11,577 | New | Q2 2026 | Jul 13, 2026 |
| World Investment Advisors | History | No change | 15,362 | 100 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 10,909 | 98 | 0.0% | — | 81 | +10,909 | New | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,725 | 96 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 14,250 | 92 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 10,019 | 90 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 11,100 | 72 | 0.0% | — | 85 | +11,100 | New | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | New | 8,031 | 72 | 0.0% | — | 86 | +8,031 | New | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 7,234 | 65 | 0.0% | — | 87 | +7,107 | 5596.06% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Holdings, LLC | History | No change | 4,647 | 41 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,258 | 38 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,680 | 33 | 0.0% | 0.0% | 90 | -2,997 | -44.89% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,168 | 28 | 0.0% | 0.0% | 91 | -582 | -15.52% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Reduced | 2,826 | 25 | 0.0% | 0.0% | 92 | -4,395 | -60.86% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 2,243 | 20 | 0.0% | 0.0% | 93 | +502 | 28.83% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | New | 984 | 8 | 0.0% | — | 94 | +984 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 825 | 7 | 0.0% | 0.0% | 95 | +504 | 157.01% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 867 | 7 | 0.0% | 0.0% | 96 | +310 | 55.66% | Q2 2026 | Jul 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 711 | 6 | 0.0% | 0.0% | 97 | -254 | -26.32% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 603 | 5 | 0.0% | — | 99 | +467 | 343.38% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 579 | 5 | 0.0% | 0.0% | 98 | -447 | -43.57% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 612 | 5 | 0.0% | 0.0% | 100 | +297 | 94.29% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Reduced | 502 | 4 | 0.0% | 0.0% | 102 | -209 | -29.4% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 445 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 418 | 3 | 0.0% | — | 106 | +418 | New | Q2 2026 | Aug 24, 2026 |
| FEDERATED HERMES, INC. | History | New | 414 | 3 | 0.0% | — | 105 | +414 | New | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 352 | 3 | 0.0% | — | 107 | +352 | New | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 364 | 3 | 0.0% | — | 103 | +235 | 182.17% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 424 | 3 | 0.0% | 0.0% | 104 | -29 | -6.4% | Q2 2026 | Aug 05, 2026 |
| True Wealth Design, LLC | History | Added to | 293 | 2 | 0.0% | — | 110 | +187 | 176.42% | Q2 2026 | Jul 16, 2026 |
| Covestor Ltd | History | Added to | 170 | 2 | 0.0% | 0.0% | 109 | +89 | 109.88% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 304 | 2 | 0.0% | 0.0% | 108 | -8 | -2.56% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | New | 212 | 1 | 0.0% | — | 114 | +212 | New | Q2 2026 | Jul 28, 2026 |
| Evelyn Partners Group Ltd | History | New | 127 | 1 | 0.0% | — | 115 | +127 | New | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 122 | 1 | 0.0% | — | 113 | +14 | 12.96% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 163 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 122 | 1 | 0.0% | — | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -78,776 | -100.0% | Q2 2026 | Jul 24, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -56,062 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -55,195 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,420 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,281 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,161 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,808 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,440 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 100 | 0 | — | 0.0% | — | -11,800 | -99.16% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,430 | -100.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q2 2026 | Aug 04, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | New | 107 | 0 | — | — | — | +107 | New | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 81 | 0 | — | — | — | +68 | 523.08% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -61 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Jul 20, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 59 | 0 | — | — | — | -9 | -13.24% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 127 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |