OmniAb, Inc. - OABIW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Whitefort Capital Management, LP | History | Reduced | 10,248,658 | 25,211 | 6.21% | 6.59% | 1 | -3,975,000 | -27.95% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 8,897,490 | 21,887 | 0.0% | 0.0% | 2 | +790,609 | 9.75% | Q2 2026 | Aug 07, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 5,028,160 | 12,369 | 0.01% | 0.0% | 3 | +4,323,112 | 613.17% | Q2 2026 | Aug 14, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | Added to | 4,211,821 | 10,361 | 0.78% | 0.79% | 4 | +54,692 | 1.32% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 3,852,356 | 9,476 | 0.0% | 0.0% | 5 | -141,296 | -3.54% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,883,978 | 7,096 | 0.0% | 0.0% | 6 | -41,601 | -1.42% | Q2 2026 | Aug 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 2,610,434 | 6,421 | 0.31% | 0.22% | 7 | +63,179 | 2.48% | Q2 2026 | Aug 07, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 2,344,770 | 5,768 | 0.15% | 0.11% | 8 | -84,396 | -3.47% | Q2 2026 | Jul 31, 2026 |
| STATE STREET CORP | History | Added to | 2,133,549 | 5,248 | 0.0% | 0.0% | 9 | +66,406 | 3.21% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,262,099 | 3,105 | 0.0% | 0.0% | 10 | -483,149 | -27.68% | Q2 2026 | Aug 11, 2026 |
| TOWERVIEW LLC | History | Added to | 1,180,000 | 2,902 | 1.9% | 1.01% | 11 | +180,000 | 18.0% | Q2 2026 | Aug 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 980,416 | 2,411 | 0.0% | 0.0% | 12 | +76,617 | 8.48% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 966,877 | 2,378 | 0.0% | 0.0% | 13 | +7,304 | 0.76% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 948,294 | 2,332 | 0.0% | 0.0% | 14 | +67,399 | 7.65% | Q2 2026 | Aug 13, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 947,412 | 2,330 | 0.11% | 0.07% | 15 | +242,222 | 34.35% | Q2 2026 | Aug 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 803,428 | 1,976 | 0.19% | 0.12% | 16 | +46,754 | 6.18% | Q2 2026 | Jul 20, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 758,460 | 1,865 | 0.0% | 0.0% | 17 | +32,852 | 4.53% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 657,432 | 1,617 | 0.0% | 0.0% | 18 | +144,691 | 28.22% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 642,811 | 1,581 | 0.0% | 0.0% | 19 | +18,935 | 3.04% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 600,350 | 1,476 | 0.0% | 0.0% | 20 | +330,750 | 122.68% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 559,404 | 1,376 | 0.0% | 0.0% | 21 | +179,150 | 47.11% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 489,134 | 1,203 | 0.0% | — | 22 | +489,134 | New | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 384,573 | 946 | 0.0% | 0.0% | 23 | -34,451 | -8.22% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 371,506 | 913 | 0.0% | 0.0% | 24 | -36,427 | -8.93% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 474,159 | 864 | 0.0% | 0.0% | 25 | -49,759 | -9.5% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 318,406 | 783 | 0.0% | 0.0% | 26 | +43,955 | 16.02% | Q2 2026 | Aug 06, 2026 |
| TLS Advisors LLC | History | Reduced | 220,685 | 542 | 1.59% | 0.93% | 27 | -29,500 | -11.79% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 199,818 | 491 | 0.0% | 0.0% | 28 | +10,282 | 5.42% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 198,900 | 489 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 192,585 | 473 | 0.25% | 0.17% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 171,957 | 423 | 0.0% | 0.0% | 31 | +12,722 | 7.99% | Q2 2026 | Aug 11, 2026 |
| Palumbo Wealth Management LLC | History | New | 161,975 | 398 | 0.08% | — | 32 | +161,975 | New | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 161,376 | 396 | 0.0% | 0.0% | 33 | +26,289 | 19.46% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 159,621 | 392 | 0.0% | — | 34 | +159,621 | New | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 157,716 | 387 | 0.0% | 0.0% | 35 | +42,069 | 36.38% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 149,493 | 367 | 0.0% | 0.0% | 36 | +27,837 | 22.88% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | New | 144,427 | 355 | 0.0% | — | 37 | +144,427 | New | Q2 2026 | Aug 03, 2026 |
| Cornerstone Capital, Inc. | History | No change | 142,286 | 350 | 0.03% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 132,385 | 323 | 0.0% | — | 39 | +132,385 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 107,049 | 275 | 0.0% | 0.0% | 40 | -13,053 | -10.87% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 100,842 | 248 | 0.0% | 0.0% | 41 | +8,172 | 8.82% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 100,229 | 246 | 0.0% | 0.0% | 42 | +50,096 | 99.93% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 155,992 | 244 | 0.0% | 0.0% | 43 | +5,400 | 3.59% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 91,890 | 226 | 0.0% | 0.0% | 44 | -149,394 | -61.92% | Q2 2026 | Sep 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 80,106 | 198 | 0.0% | 0.0% | 45 | +3,066 | 3.98% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 75,083 | 184 | 0.0% | 0.0% | 46 | +40,267 | 115.66% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 73,907 | 181 | 0.0% | 0.0% | 47 | +29,248 | 65.49% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 72,357 | 177 | 0.0% | 0.0% | 48 | +58,221 | 411.86% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 65,744 | 161 | 0.0% | 0.0% | 49 | +17,612 | 36.59% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 63,783 | 156 | 0.0% | 0.0% | 50 | +52,983 | 490.58% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 55,342 | 136 | 0.0% | — | 51 | +55,342 | New | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 54,667 | 134 | 0.0% | 0.0% | 52 | +44,915 | 460.57% | Q2 2026 | Aug 03, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 53,390 | 131 | 0.0% | 0.0% | 53 | -7,188 | -11.87% | Q2 2026 | Aug 14, 2026 |
| Shay Capital LLC | History | Added to | 51,500 | 126 | 0.01% | 0.01% | 54 | +1,838 | 3.7% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 51,396 | 126 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 50,644 | 124 | 0.0% | 0.0% | 56 | +531 | 1.06% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 43,394 | 106 | 0.0% | 0.0% | 57 | +178 | 0.41% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 42,217 | 103 | 0.0% | 0.0% | 58 | +19,649 | 87.07% | Q2 2026 | Jul 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 38,969 | 95 | 0.0% | 0.0% | 59 | +19,690 | 102.13% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 35,691 | 87 | 0.0% | 0.0% | 60 | -5,938 | -14.26% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 35,357 | 86 | 0.0% | 0.0% | 61 | +25,325 | 252.44% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 34,821 | 85 | 0.0% | 0.0% | 62 | -1,343 | -3.71% | Q2 2026 | Aug 07, 2026 |
| WOODSTOCK CORP | History | Reduced | 29,376 | 72 | 0.01% | 0.0% | 63 | -5,042 | -14.65% | Q2 2026 | Jul 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 27,824 | 68 | 0.0% | 0.0% | 64 | -1,113 | -3.85% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | Reduced | 26,469 | 65 | 0.0% | 0.0% | 65 | -2,291 | -7.97% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 24,785 | 60 | 0.0% | 0.0% | 66 | -4,158 | -14.37% | Q2 2026 | Sep 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 23,613 | 58 | 0.0% | 0.0% | 67 | +5,423 | 29.81% | Q2 2026 | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 23,072 | 56 | 0.0% | 0.0% | 68 | -2,474 | -9.68% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,609 | 53 | 0.0% | 0.0% | 69 | +541 | 2.57% | Q2 2026 | Aug 05, 2026 |
| BFSG, LLC | History | No change | 20,815 | 51 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | New | 20,186 | 49 | 0.0% | — | 71 | +20,186 | New | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 19,822 | 48 | 0.0% | 0.0% | 72 | -7,517 | -27.5% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | New | 19,492 | 47 | 0.0% | — | 74 | +19,492 | New | Q2 2026 | Aug 06, 2026 |
| ProShare Advisors LLC | History | Reduced | 19,155 | 47 | 0.0% | 0.0% | 73 | -3,397 | -15.06% | Q2 2026 | Aug 11, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 18,046 | 44 | 0.01% | 0.0% | 75 | +765 | 4.43% | Q2 2026 | Jul 07, 2026 |
| UBS Group AG | History | Reduced | 17,849 | 43 | 0.0% | 0.0% | 76 | -84,658 | -82.59% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,726 | 38 | 0.0% | — | 78 | +15,726 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,459 | 38 | 0.0% | 0.0% | 77 | +9,960 | 181.12% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 15,100 | 37 | 0.0% | — | 79 | +15,100 | New | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 13,649 | 33 | 0.0% | 0.0% | 80 | +161 | 1.19% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,200 | 32 | 0.0% | 0.0% | 81 | -14,351 | -52.09% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,357 | 30 | 0.0% | 0.0% | 82 | +2,309 | 22.98% | Q2 2026 | Aug 19, 2026 |
| CHOREO, LLC | History | Added to | 12,232 | 30 | 0.0% | 0.0% | 83 | +54 | 0.44% | Q2 2026 | Aug 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,806 | 29 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legal & General Group Plc | History | Added to | 11,284 | 27 | 0.0% | 0.0% | 85 | +1,992 | 21.44% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Reduced | 10,913 | 26 | 0.0% | 0.0% | 86 | -17,283 | -61.3% | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,793 | 26 | 0.0% | 0.0% | 87 | -14,434 | -57.22% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | New | 10,565 | 26 | 0.0% | — | 88 | +10,565 | New | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | New | 10,472 | 25 | 0.0% | — | 89 | +10,472 | New | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,652 | 23 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 8,044 | 19 | 0.0% | 0.0% | 91 | -27,262 | -77.22% | Q2 2026 | Aug 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 7,882 | 19 | 0.0% | — | 92 | +7,882 | New | Q2 2026 | Aug 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 7,673 | 18 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 6,484 | 15 | 0.0% | 0.0% | 94 | -1,345 | -17.18% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,219 | 13 | 0.0% | 0.0% | 95 | +3,468 | 198.06% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 7,599 | 11 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,973 | 7 | 0.0% | 0.0% | 97 | -228 | -7.12% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 2,771 | 6 | 0.0% | 0.0% | 98 | +320 | 13.06% | Q2 2026 | Aug 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 2,450 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,059 | 5 | 0.0% | — | 101 | +2,035 | 8479.17% | Q2 2026 | Jul 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,217 | 5 | 0.0% | 0.0% | 100 | -1,090 | -32.96% | Q2 2026 | Jul 28, 2026 |
| Redwood Park Advisors LLC | History | No change | 2,184 | 5 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 1,854 | 4 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,515 | 3 | 0.0% | 0.0% | 104 | -4,728 | -75.73% | Q2 2026 | Aug 24, 2026 |
| Arax Advisory Partners | History | Added to | 1,601 | 3 | 0.0% | — | 105 | +1,593 | 19912.5% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 1,444 | 3 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 848 | 2 | 0.0% | 0.0% | 108 | -96 | -10.17% | Q2 2026 | Aug 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 980 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 520 | 1 | 0.0% | — | 109 | +30 | 6.12% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 521 | 1 | 0.0% | — | 111 | +11 | 2.16% | Q2 2026 | Jul 24, 2026 |
| North Star Investment Management Corp. | History | No change | 550 | 1 | 0.0% | — | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 411 | 1 | 0.0% | — | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stonepine Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -164,045 | -100.0% | Q2 2026 | Aug 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,966 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -29,062 | -100.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | Reduced | 274 | 0 | — | 0.0% | — | -24,694 | -98.9% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,238 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,311 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,704 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,651 | -100.0% | Q2 2026 | Sep 08, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,821 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,060 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | New | 347 | 0 | — | — | — | +347 | New | Q2 2026 | Sep 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 602 | 0 | — | 0.0% | — | -330 | -35.41% | Q2 2026 | Jul 07, 2026 |
| Quarry LP | History | New | 317 | 0 | — | — | — | +317 | New | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -283 | -100.0% | Q2 2026 | Aug 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 233 | 0 | — | — | — | +233 | New | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 190 | 0 | — | — | — | +190 | New | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 170 | 0 | — | — | — | +170 | New | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 191 | 0 | — | — | — | +160 | 516.13% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 154 | 0 | — | — | — | +66 | 75.0% | Q2 2026 | Aug 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -58 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 54 | 0 | — | — | — | +38 | 237.5% | Q2 2026 | Jul 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 35 | 0 | — | — | — | +35 | New | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 28 | 0 | — | — | — | +25 | 833.33% | Q2 2026 | Jul 22, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 87 | 0 | — | — | — | -8 | -8.42% | Q2 2026 | Jul 20, 2026 |
| JPL Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 127 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | No change | 171 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 127 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 361 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 323 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |