Nano-X Imaging Ltd. - NNOX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 1,477,524 | 1,713 | 0.0% | 0.0% | 1 | +128,700 | 9.54% | Q2 2026 | Aug 13, 2026 |
| ARK Investment Management LLC | History | Added to | 806,614 | 935 | 0.01% | 0.01% | 2 | +73,324 | 10.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 778,417 | 902 | 0.0% | — | 3 | +778,417 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 654,808 | 759 | 0.0% | 0.0% | 4 | +178,442 | 37.46% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 596,033 | 691 | 0.0% | 0.0% | 5 | -3,222,411 | -84.39% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 560,599 | 650 | 0.0% | 0.0% | 6 | +65,904 | 13.32% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 462,112 | 536 | 0.0% | 0.0% | 7 | -289,146 | -38.49% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 456,777 | 529 | 0.0% | 0.0% | 8 | -27,551 | -5.69% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 348,573 | 404 | 0.0% | 0.0% | 9 | -30,372 | -8.01% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 330,195 | 383 | 0.0% | — | 10 | +330,195 | New | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 304,200 | 352 | 0.0% | — | 11 | +304,200 | New | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 280,989 | 325 | 0.0% | 0.0% | 12 | -937,959 | -76.95% | Q2 2026 | Sep 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 271,601 | 315 | 0.0% | 0.0% | 13 | +227,573 | 516.88% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 246,231 | 285 | 0.0% | 0.0% | 14 | +52,065 | 26.81% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 206,019 | 238 | 0.0% | 0.0% | 15 | +46,419 | 29.08% | Q2 2026 | Sep 02, 2026 |
| Point72 Asset Management, L.P. | History | New | 201,844 | 234 | 0.0% | — | 16 | +201,844 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 146,814 | 170 | 0.0% | 0.0% | 17 | +101,679 | 225.28% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 147,268 | 170 | 0.0% | 0.0% | 18 | +8,265 | 5.95% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 110,042 | 127 | 0.0% | — | 19 | +110,042 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 99,553 | 115 | 0.0% | 0.0% | 20 | +23,685 | 31.22% | Q2 2026 | Aug 11, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 99,487 | 115 | 0.02% | 0.05% | 21 | -1,100 | -1.09% | Q2 2026 | Jul 22, 2026 |
| GMT CAPITAL CORP | History | No change | 94,850 | 110 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 91,557 | 106 | 0.0% | — | 23 | +91,557 | New | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 81,052 | 94 | 0.0% | 0.0% | 24 | +14,851 | 22.43% | Q2 2026 | Aug 06, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 77,149 | 89 | 0.01% | 0.04% | 25 | -93,660 | -54.83% | Q2 2026 | Jul 23, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 66,600 | 77 | 0.0% | 0.0% | 26 | -204,600 | -75.44% | Q2 2026 | Jul 31, 2026 |
| CWM, LLC | History | No change | 34,065 | 77 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 58,862 | 68 | 0.0% | 0.0% | 28 | +889 | 1.53% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 57,368 | 66 | 0.0% | 0.0% | 29 | +32,399 | 129.76% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | New | 56,730 | 65 | 0.0% | — | 30 | +56,730 | New | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | New | 50,038 | 58 | 0.05% | — | 32 | +50,038 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 50,229 | 58 | 0.0% | 0.0% | 31 | +1,491 | 3.06% | Q2 2026 | Aug 13, 2026 |
| PCM Encore, LLC | History | New | 45,851 | 53 | 0.01% | — | 33 | +45,851 | New | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 44,727 | 51 | 0.0% | 0.0% | 34 | +28,595 | 177.26% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 40,214 | 47 | 0.0% | — | 35 | +40,214 | New | Q2 2026 | Aug 07, 2026 |
| Virtu Financial LLC | History | Added to | 37,435 | 43 | 0.0% | 0.0% | 36 | +20,307 | 118.56% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | New | 36,491 | 42 | 0.0% | — | 37 | +36,491 | New | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 24,454 | 39 | 0.0% | — | 38 | +24,454 | New | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 32,984 | 38 | 0.0% | 0.0% | 39 | +7,945 | 31.73% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 32,233 | 37 | 0.0% | — | 40 | +32,233 | New | Q2 2026 | Jul 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 31,442 | 36 | 0.0% | 0.0% | 41 | -861,656 | -96.48% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 30,360 | 35 | 0.0% | 0.0% | 42 | -49,087 | -61.79% | Q2 2026 | Aug 11, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 28,000 | 32 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Westmount Partners, LLC | History | No change | 24,200 | 28 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Centiva Capital, LP | History | New | 23,829 | 27 | 0.0% | — | 45 | +23,829 | New | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 21,840 | 25 | 0.0% | 0.0% | 46 | +11,582 | 112.91% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 20,948 | 24 | 0.0% | 0.0% | 47 | -56,825 | -73.07% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20,033 | 23 | 0.0% | 0.0% | 49 | -32,949 | -62.19% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 20,159 | 23 | 0.0% | 0.0% | 48 | +2,543 | 14.44% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 18,374 | 21 | 0.0% | 0.0% | 50 | +1,716 | 10.3% | Q2 2026 | Jul 22, 2026 |
| Ground Swell Capital, LLC | History | New | 17,861 | 20 | 0.02% | — | 52 | +17,861 | New | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,371 | 20 | 0.0% | 0.0% | 51 | +10,967 | 171.25% | Q2 2026 | Aug 11, 2026 |
| AXQ CAPITAL, LP | History | New | 15,834 | 18 | 0.0% | — | 54 | +15,834 | New | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | No change | 15,449 | 18 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,967 | 16 | 0.0% | 0.0% | 55 | -4,370 | -23.83% | Q2 2026 | Aug 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 13,306 | 15 | 0.0% | — | 56 | +13,306 | New | Q2 2026 | Aug 14, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 12,726 | 14 | 0.0% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,071 | 13 | 0.0% | 0.0% | 59 | -6,979 | -34.81% | Q2 2026 | Jul 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,238 | 13 | 0.0% | 0.0% | 58 | -132 | -1.16% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,413 | 12 | 0.0% | 0.0% | 60 | -26,156 | -71.53% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 11,073 | 12 | 0.0% | — | 62 | +10,737 | 3195.54% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,138 | 12 | 0.0% | 0.0% | 65 | -5,910 | -34.67% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 10,697 | 12 | 0.0% | 0.0% | 61 | -3,990 | -27.17% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | Reduced | 10,807 | 12 | 0.0% | 0.0% | 64 | -193 | -1.75% | Q2 2026 | Aug 03, 2026 |
| Gainplan LLC | History | No change | 11,120 | 12 | 0.0% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cordant, Inc. | History | No change | 10,958 | 12 | 0.0% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LCM Capital Management Inc | History | New | 10,000 | 11 | 0.0% | — | 67 | +10,000 | New | Q2 2026 | Jul 30, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 5,500 | 6 | 0.0% | — | 69 | +5,500 | New | Q2 2026 | Sep 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,180 | 6 | 0.0% | 0.0% | 68 | +200 | 3.34% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 3,522 | 4 | 0.0% | 0.0% | 70 | -20,075 | -85.07% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,593 | 3 | 0.0% | 0.0% | 71 | -27,189 | -91.29% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 1,816 | 2 | 0.0% | 0.0% | 73 | -1,983 | -52.2% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 2,420 | 2 | 0.0% | 0.0% | 72 | +1,046 | 76.13% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | Reduced | 1,026 | 1 | 0.0% | 0.0% | 75 | -403,563 | -99.75% | Q2 2026 | Aug 03, 2026 |
| Optiver Holding B.V. | History | Added to | 1,652 | 1 | 0.0% | 0.0% | 79 | +1,048 | 173.51% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Reduced | 874 | 1 | 0.0% | 0.0% | 76 | -173 | -16.52% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,699 | 1 | 0.0% | 0.0% | 78 | +155 | 10.04% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,359 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hurley Capital, LLC | History | No change | 1,133 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.11% | — | -2,793,339 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 30 | 0 | — | 0.0% | — | -573,000 | -99.99% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -524,291 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -404,760 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -168,720 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -153,492 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -152,052 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -104,128 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103,164 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -89,430 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON & JOHNSON | History | Closed out | 0 | 0 | — | 0.03% | — | -83,554 | -100.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -72,067 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -52,161 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -51,540 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -45,688 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -43,230 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,024 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -35,176 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,675 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,804 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -20,928 | -100.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -18,756 | -100.0% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,640 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,800 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,900 | -100.0% | Q2 2026 | Aug 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,816 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,560 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,000 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,109 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -7,208 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,560 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,847 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,836 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -3,886 | -100.0% | Q2 2026 | Aug 24, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,890 | -100.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,746 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -420 | -100.0% | Q2 2026 | Aug 03, 2026 |
| True Wealth Design, LLC | History | Added to | 360 | 0 | — | — | — | +340 | 1700.0% | Q2 2026 | Jul 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 128 | 0 | — | 0.0% | — | -336 | -72.41% | Q2 2026 | Jul 07, 2026 |
| Fortitude Family Office, LLC | History | New | 298 | 0 | — | — | — | +298 | New | Q2 2026 | Jul 20, 2026 |
| Basecamp Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -228 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -211 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 400 | 0 | — | 0.0% | — | -200 | -33.33% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -184 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -176 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Core Capital Management & Research, inc. | History | New | 175 | 0 | — | — | — | +175 | New | Q2 2026 | Sep 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 197 | 0 | — | — | — | -128 | -39.38% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -107 | -100.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 225 | 0 | — | — | — | -88 | -28.12% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 82 | 0 | — | — | — | +63 | 331.58% | Q2 2026 | Jul 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 712 | 0 | — | 0.0% | — | +27 | 3.94% | Q2 2026 | Jul 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 445 | 0 | — | 0.0% | — | +10 | 2.3% | Q2 2026 | Jul 27, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 421 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NBT BANK, N.A. | History | No change | 400 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| North Star Investment Management Corp. | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stone House Investment Management, LLC | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Life Planners | History | No change | 534 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |