Orthofix Medical Inc. - OFIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Engine Capital Management, LP | History | No change | 4,575,675 | 41,821 | 4.07% | 4.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Juniper Investment Company, LLC | History | No change | 4,442,543 | 40,604 | 10.75% | 10.75% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rubric Capital Management LP | History | No change | 3,721,715 | 34,016 | 0.31% | 0.31% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,326,560 | 30,404 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 3,300,499 | 30,166 | 0.82% | 0.82% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 3,264,000 | 29,832 | 0.36% | 0.36% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,731,108 | 15,822 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,048,081 | 9,582 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 953,148 | 8,711 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 887,282 | 8,109 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 887,200 | 8,098 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 862,030 | 7,878 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AYAL Capital Advisors Ltd | History | No change | 775,421 | 7,087 | 1.92% | 1.92% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 731,638 | 6,689 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 480,836 | 4,394 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 446,140 | 4,077 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 404,839 | 3,700 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 363,884 | 3,325 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 344,205 | 3,146 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 334,617 | 3,058 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 295,656 | 2,702 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 291,827 | 2,667 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 269,038 | 2,459 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 267,309 | 2,443 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 265,477 | 2,426 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 199,319 | 1,821 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 198,800 | 1,817 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 188,001 | 1,718 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 186,793 | 1,707 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 164,866 | 1,595 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 173,902 | 1,589 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 135,241 | 1,236 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 119,129 | 1,088 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 116,632 | 1,066 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 112,605 | 1,029 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 109,300 | 999 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 104,998 | 960 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 102,036 | 932 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 97,597 | 892 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 96,791 | 884 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 92,308 | 843 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 85,421 | 780 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 83,288 | 761 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 80,818 | 738 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 75,017 | 685 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | No change | 74,234 | 678 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 73,110 | 668 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 73,021 | 667 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 72,933 | 666 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 60,531 | 553 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tejara Capital Ltd | History | No change | 58,720 | 536 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 57,875 | 528 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 56,211 | 513 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,149 | 494 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 49,418 | 451 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | No change | 39,462 | 360 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 39,228 | 358 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 38,268 | 349 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 38,093 | 348 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 37,268 | 340 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 35,377 | 323 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 35,105 | 320 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 34,265 | 313 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 34,081 | 311 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 30,760 | 281 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 274 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,769 | 272 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 27,801 | 254 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Boston Partners | History | No change | 26,454 | 241 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BAILARD, INC. | History | No change | 25,638 | 234 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 24,619 | 225 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 23,927 | 218 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | No change | 23,000 | 210 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XTX Topco Ltd | History | No change | 23,078 | 210 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 17,900 | 208 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Assenagon Asset Management S.A. | History | No change | 21,310 | 194 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| State of Wyoming | History | No change | 19,099 | 174 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 18,620 | 170 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Teton Advisors, LLC | History | No change | 16,500 | 150 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 13,911 | 127 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 13,366 | 122 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 13,086 | 119 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 12,510 | 114 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| nVerses Capital, LLC | History | No change | 12,391 | 113 | 0.17% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,400 | 104 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,658 | 97 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,552 | 96 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 10,389 | 94 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,072 | 92 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,180 | 74 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 4,717 | 43 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighMark Wealth Management LLC | History | No change | 4,310 | 39 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 4,070 | 37 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,494 | 31 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,303 | 30 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,606 | 23 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,506 | 22 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,102 | 19 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,692 | 16 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,453 | 13 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,190 | 10 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,043 | 9 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 1,086 | 9 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | No change | 815 | 7 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 800 | 7 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 600 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 550 | 5 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 596 | 5 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 517 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 498 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 518 | 4 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Essential Partners LLC | History | No change | 455 | 4 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 350 | 3 | 0.0% | 0.0% | 117 | -967 | -73.42% | Q3 2026 | Oct 01, 2026 |
| US BANCORP \DE\ | History | No change | 355 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 351 | 3 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 405 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 404 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 298 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 234 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 262 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 258 | 2 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | No change | 268 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | No change | 129 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 187 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 123 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -584 | -100.0% | Q3 2026 | Oct 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 101 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avion Wealth | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Optiver Holding B.V. | History | No change | 106 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bare Financial Services, Inc | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aventura Private Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |