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 | No change | 14,223,658 | 22,331 | 6.59% | 6.73% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 8,106,881 | 12,727 | 0.0% | 0.0% | 2 | +41,900 | 0.52% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,625,197 | 10,406 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | Reduced | 4,157,129 | 6,526 | 0.79% | 0.59% | 4 | -277,825 | -6.26% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,993,652 | 6,270 | 0.0% | — | 5 | +3,993,652 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,925,579 | 4,594 | 0.0% | 0.0% | 6 | +202,887 | 7.45% | Q1 2026 | May 15, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 2,547,255 | 3,999 | 0.22% | 0.24% | 7 | +146,167 | 6.09% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 2,429,166 | 3,813 | 0.11% | 0.13% | 8 | +8,688 | 0.36% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 2,067,143 | 3,245 | 0.0% | 0.0% | 9 | +18,147 | 0.89% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,745,248 | 2,739 | 0.0% | 0.0% | 10 | -407,345 | -18.92% | Q1 2026 | May 07, 2026 |
| TOWERVIEW LLC | History | No change | 1,000,000 | 1,570 | 1.01% | 1.34% | 11 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 959,573 | 1,506 | 0.0% | 0.0% | 12 | -6,453 | -0.67% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 903,799 | 1,418 | 0.0% | — | 13 | +903,799 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 880,895 | 1,383 | 0.0% | 0.0% | 14 | +51,874 | 6.26% | Q1 2026 | May 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 756,674 | 1,187 | 0.12% | 0.15% | 15 | +35,365 | 4.9% | Q1 2026 | Apr 29, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 725,608 | 1,139 | 0.0% | — | 16 | +725,608 | New | Q1 2026 | May 08, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 705,190 | 1,107 | 0.07% | 0.1% | 17 | +3,000 | 0.43% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 705,048 | 1,106 | 0.0% | 0.0% | 18 | +550,097 | 355.01% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 623,876 | 979 | 0.0% | 0.0% | 19 | -250,636 | -28.66% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 512,741 | 805 | 0.0% | 0.0% | 20 | +89,637 | 21.19% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 419,024 | 657 | 0.0% | 0.0% | 21 | -121,253 | -22.44% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 407,933 | 640 | 0.0% | 0.0% | 22 | +18,246 | 4.68% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 523,918 | 629 | 0.0% | 0.0% | 23 | -149,477 | -22.2% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 380,254 | 596 | 0.0% | 0.0% | 24 | -2,898 | -0.76% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 274,451 | 430 | 0.0% | 0.0% | 25 | +5,806 | 2.16% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 269,600 | 423 | 0.0% | 0.0% | 26 | +26,900 | 11.08% | Q1 2026 | May 14, 2026 |
| TLS Advisors LLC | History | Added to | 250,185 | 393 | 0.93% | 0.36% | 27 | +180,185 | 257.41% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 241,284 | 378 | 0.0% | 0.0% | 28 | -69,850 | -22.45% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 197,530 | 365 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 198,900 | 312 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 192,585 | 302 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 189,536 | 297 | 0.0% | 0.0% | 32 | -9,444 | -4.75% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 150,592 | 278 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stonepine Capital Management, LLC | History | Reduced | 164,045 | 257 | 0.1% | 0.95% | 34 | -536,955 | -76.6% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 159,235 | 249 | 0.0% | 0.0% | 35 | -3,538 | -2.17% | Q1 2026 | May 12, 2026 |
| Cornerstone Capital, Inc. | History | Added to | 142,286 | 223 | 0.02% | 0.02% | 36 | +33,075 | 30.29% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 135,087 | 212 | 0.0% | 0.0% | 37 | -1,222 | -0.9% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 121,656 | 191 | 0.0% | 0.0% | 38 | +38,568 | 46.42% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 120,102 | 187 | 0.0% | 0.0% | 39 | -173,066 | -59.03% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 115,647 | 181 | 0.0% | 0.0% | 40 | +91,494 | 378.81% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 102,507 | 160 | 0.0% | 0.0% | 41 | +34,533 | 50.8% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 92,670 | 145 | 0.0% | 0.0% | 42 | +15,445 | 20.0% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 77,040 | 122 | 0.0% | 0.0% | 43 | +23,850 | 44.84% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 60,578 | 95 | 0.0% | 0.0% | 44 | +17,718 | 41.34% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 51,396 | 80 | 0.0% | — | 45 | +51,396 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 50,133 | 78 | 0.0% | 0.0% | 46 | -75,503 | -60.1% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 50,113 | 78 | 0.0% | 0.0% | 47 | +1,270 | 2.6% | Q1 2026 | May 15, 2026 |
| Shay Capital LLC | History | New | 49,662 | 77 | 0.01% | — | 48 | +49,662 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 48,132 | 75 | 0.0% | 0.0% | 49 | +11,580 | 31.68% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 44,659 | 70 | 0.0% | 0.0% | 50 | +32,637 | 271.48% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 42,966 | 67 | 0.0% | 0.0% | 51 | -195,223 | -81.96% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 43,216 | 67 | 0.0% | 0.0% | 52 | +5 | 0.01% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 41,629 | 65 | 0.0% | 0.0% | 53 | +25,671 | 160.87% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 36,164 | 56 | 0.0% | 0.0% | 54 | +16,810 | 86.86% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 35,306 | 55 | 0.0% | 0.0% | 55 | +29,036 | 463.09% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 34,816 | 54 | 0.0% | — | 57 | +34,816 | New | Q1 2026 | May 15, 2026 |
| WOODSTOCK CORP | History | Reduced | 34,418 | 54 | 0.0% | 0.01% | 56 | -822 | -2.33% | Q1 2026 | Apr 08, 2026 |
| BARCLAYS PLC | History | Reduced | 28,760 | 45 | 0.0% | 0.0% | 58 | -136,797 | -82.63% | Q1 2026 | May 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 29,062 | 45 | 0.01% | — | 61 | +29,062 | New | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 28,937 | 45 | 0.0% | 0.0% | 60 | -8,883 | -23.49% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 28,943 | 45 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Reduced | 28,196 | 44 | 0.0% | 0.0% | 62 | -2,483 | -8.09% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 27,551 | 43 | 0.0% | 0.0% | 63 | -107,827 | -79.65% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 27,339 | 42 | 0.0% | 0.0% | 64 | +1,469 | 5.68% | Q1 2026 | May 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 25,546 | 40 | 0.0% | 0.0% | 65 | +2,089 | 8.91% | Q1 2026 | Apr 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 25,227 | 39 | 0.0% | 0.0% | 66 | -6,210 | -19.75% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Added to | 24,968 | 38 | 0.0% | 0.0% | 67 | +12,451 | 99.47% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 22,552 | 35 | 0.0% | 0.0% | 68 | -3,024 | -11.82% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,568 | 35 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 21,068 | 33 | 0.0% | 0.0% | 70 | -314 | -1.47% | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | Added to | 20,815 | 32 | 0.0% | 0.0% | 71 | +380 | 1.86% | Q1 2026 | Apr 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 19,279 | 30 | 0.0% | — | 72 | +19,279 | New | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 18,190 | 28 | 0.0% | 0.0% | 73 | -1,306 | -6.7% | Q1 2026 | May 12, 2026 |
| Thrive Wealth Management, LLC | History | No change | 17,281 | 27 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Point72 Asset Management, L.P. | History | New | 16,238 | 25 | 0.0% | — | 75 | +16,238 | New | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 14,136 | 22 | 0.0% | 0.0% | 76 | -4,809 | -25.38% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 13,488 | 21 | 0.0% | 0.0% | 77 | +936 | 7.46% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 12,178 | 19 | 0.0% | 0.0% | 78 | +1,727 | 16.52% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,806 | 18 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Diversified Enterprises, LLC | History | New | 11,311 | 17 | 0.0% | — | 80 | +11,311 | New | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 10,704 | 16 | 0.0% | — | 83 | +10,704 | New | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | New | 10,651 | 16 | 0.0% | — | 82 | +10,651 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 10,800 | 16 | 0.0% | 0.0% | 81 | -139 | -1.27% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 10,032 | 15 | 0.0% | 0.0% | 86 | -10,294 | -50.64% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,048 | 15 | 0.0% | — | 87 | +10,048 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 9,752 | 15 | 0.0% | 0.0% | 84 | +2,884 | 41.99% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,652 | 15 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 9,292 | 14 | 0.0% | 0.0% | 88 | -265 | -2.77% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 7,829 | 12 | 0.0% | 0.0% | 89 | +834 | 11.92% | Q1 2026 | May 04, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 7,673 | 12 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 7,599 | 11 | 0.0% | 0.0% | 91 | +5,106 | 204.81% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 6,243 | 9 | 0.0% | 0.0% | 92 | -233 | -3.6% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,499 | 8 | 0.0% | 0.0% | 93 | -9,969 | -64.45% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 4,821 | 7 | 0.0% | 0.0% | 94 | -1,915 | -28.43% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,307 | 5 | 0.0% | 0.0% | 95 | -2,315 | -41.18% | Q1 2026 | Apr 22, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 3,201 | 5 | 0.0% | 0.0% | 96 | +373 | 13.19% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,751 | 3 | 0.0% | 0.0% | 97 | -3,051 | -63.54% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 2,451 | 3 | 0.0% | 0.0% | 98 | +324 | 15.23% | Q1 2026 | May 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 2,450 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Redwood Park Advisors LLC | History | No change | 2,184 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,444 | 2 | 0.0% | 0.0% | 102 | -26 | -1.77% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 1,854 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Essential Partners LLC | History | New | 1,060 | 1 | 0.0% | — | 106 | +1,060 | New | Q1 2026 | May 21, 2026 |
| GAMMA Investing LLC | History | Added to | 932 | 1 | 0.0% | — | 105 | +458 | 96.62% | Q1 2026 | Apr 06, 2026 |
| Optiver Holding B.V. | History | Reduced | 944 | 1 | 0.0% | 0.0% | 104 | -312 | -24.84% | Q1 2026 | Jun 02, 2026 |
| Cheviot Value Management, LLC | History | No change | 980 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -285,714 | -100.0% | Q1 2026 | May 15, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -61,941 | -100.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,625 | -100.0% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,596 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,749 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,415 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,141 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,498 | -100.0% | Q1 2026 | May 14, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -15,321 | -100.0% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,704 | -100.0% | Q1 2026 | Apr 09, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,304 | -100.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,458 | -100.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 510 | 0 | — | 0.0% | — | -1,493 | -74.54% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 416 | 0 | — | — | — | +416 | New | Q1 2026 | May 19, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | — | — | -367 | -100.0% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -189 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -161 | -100.0% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 283 | 0 | — | — | — | -147 | -34.19% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 127 | 0 | — | — | — | +127 | New | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 127 | 0 | — | — | — | +127 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | New | 95 | 0 | — | — | — | +95 | New | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 88 | 0 | — | — | — | +85 | 2833.33% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 58 | 0 | — | — | — | +58 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31 | 0 | — | — | — | +30 | 3000.0% | Q1 2026 | Apr 07, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | Apr 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | May 05, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 8 | 0 | — | — | — | -16 | -66.67% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | Added to | 16 | 0 | — | — | — | +10 | 166.67% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | No change | 171 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 127 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 490 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 294 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | No change | 550 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 361 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 411 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 323 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |