Ranpak Holdings Corp. - PACK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JS Capital Management LLC | History | No change | 30,530,897 | 223,180 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOROS CAPITAL MANAGEMENT LLC | History | No change | 4,630,292 | 33,847 | 6.05% | 6.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,573,167 | 26,119 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schusterman Interests, LLC | History | No change | 3,018,616 | 22,066 | 5.76% | 5.76% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Petrus Trust Company, LTA | History | No change | 2,711,537 | 19,821 | 1.86% | 1.86% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,029,237 | 14,833 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,377,014 | 14,016 | 0.0% | 0.0% | 7 | +208,579 | 6.58% | Q3 2026 | Nov 04, 2026 |
| Portolan Capital Management, LLC | History | No change | 1,894,855 | 13,851 | 0.52% | 0.52% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 1,879,249 | 13,737 | 0.57% | 0.57% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 1,853,540 | 13,549 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samjo Management, LLC | History | No change | 1,419,675 | 10,377 | 3.54% | 3.54% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| G2 Investment Partners Management LLC | History | No change | 1,250,000 | 9,137 | 1.66% | 1.66% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,179,520 | 8,624 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | No change | 1,068,162 | 7,808 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE STREET CORP | History | No change | 945,613 | 6,912 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 897,270 | 6,559 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 888,984 | 6,498 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Added to | 1,307,714 | 5,427 | 0.25% | 0.31% | 18 | +431,869 | 49.31% | Q3 2026 | Nov 02, 2026 |
| Meros Investment Management, LP | History | No change | 717,764 | 5,246 | 1.66% | 1.66% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | No change | 568,100 | 4,152 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simcoe Capital LLC | History | Reduced | 982,440 | 4,077 | 2.79% | 4.89% | 21 | -115,717 | -10.54% | Q3 2026 | Nov 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 526,726 | 3,850 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 924,255 | 3,835 | 0.0% | — | 23 | +924,255 | New | Q3 2026 | Nov 02, 2026 |
| ALGERT GLOBAL LLC | History | No change | 523,435 | 3,826 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORMULA GROWTH LTD | History | No change | 522,055 | 3,816 | 1.34% | 1.34% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ulysses Management LLC | History | No change | 515,885 | 3,771 | 0.75% | 0.75% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 506,026 | 3,699 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 501,570 | 3,666 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 444,473 | 3,249 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 440,796 | 3,222 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 398,518 | 2,913 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 396,369 | 2,897 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 395,276 | 2,889 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 373,622 | 2,731 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 304,220 | 2,223 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 292,712 | 2,139 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 260,098 | 1,901 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 244,852 | 1,789 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 187,034 | 1,367 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 172,368 | 1,260 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 169,732 | 1,240 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 167,397 | 1,223 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 158,243 | 1,156 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 126,791 | 927 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 117,300 | 857 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 113,138 | 827 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 101,500 | 741 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GABELLI FUNDS LLC | History | No change | 97,500 | 712 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 94,225 | 688 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 84,765 | 619 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 141,661 | 587 | 0.0% | 0.0% | 51 | -1,232 | -0.86% | Q3 2026 | Nov 05, 2026 |
| Squarepoint Ops LLC | History | No change | 80,046 | 585 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 77,454 | 566 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 76,728 | 560 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 72,285 | 518 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 117,441 | 487 | 0.0% | 0.0% | 56 | +47,066 | 66.88% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 59,300 | 433 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 52,152 | 381 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 49,930 | 364 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 47,603 | 347 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 44,113 | 322 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 43,759 | 319 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 40,993 | 299 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 39,600 | 289 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 38,361 | 280 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 69,780 | 249 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 29,160 | 213 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 27,066 | 197 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 26,661 | 194 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 25,018 | 182 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 22,501 | 164 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 21,896 | 160 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 21,456 | 156 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 18,773 | 137 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 18,200 | 133 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 18,000 | 131 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 17,196 | 125 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Semanteon Capital Management, LP | History | No change | 16,689 | 121 | 0.55% | 0.55% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 15,847 | 115 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 15,812 | 115 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 14,861 | 108 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,855 | 108 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 14,613 | 106 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,717 | 100 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 23,000 | 95 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,954 | 94 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 22,080 | 91 | 0.0% | 0.0% | 87 | +8,407 | 61.49% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,202 | 89 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 12,297 | 89 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 11,689 | 85 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 11,470 | 83 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,150 | 81 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 19,198 | 79 | 0.0% | 0.01% | 93 | -5,250 | -21.47% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 10,552 | 77 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,166 | 74 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,145 | 74 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 9,431 | 68 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | New | 13,925 | 57 | 0.01% | — | 98 | +13,925 | New | Q3 2026 | Oct 19, 2026 |
| Ballast, Inc. | History | No change | 10,925 | 45 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,856 | 35 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 4,743 | 34 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 4,193 | 30 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,233 | 30 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,841 | 28 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 2,624 | 19 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | New | 3,726 | 15 | 0.0% | — | 106 | +3,726 | New | Q3 2026 | Oct 15, 2026 |
| SIGNATUREFD, LLC | History | New | 3,346 | 13 | 0.0% | — | 107 | +3,346 | New | Q3 2026 | Oct 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,481 | 11 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 2,390 | 9 | 0.0% | 0.0% | 109 | -20,162 | -89.4% | Q3 2026 | Nov 04, 2026 |
| GROUP ONE TRADING LLC | History | No change | 924 | 6 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 964 | 4 | 0.0% | 0.0% | 112 | -21 | -2.13% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 658 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | No change | 615 | 4 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 585 | 2 | 0.0% | — | 116 | +557 | 1989.29% | Q3 2026 | Oct 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 500 | 2 | 0.0% | 0.0% | 114 | -446 | -47.15% | Q3 2026 | Oct 29, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 600 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 401 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 250 | 1 | 0.0% | — | 121 | +154 | 160.42% | Q3 2026 | Nov 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 253 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 291 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bogart Wealth, LLC | History | No change | 147 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 230 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -92,641 | -100.0% | Q3 2026 | Oct 22, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 234 | 0 | — | — | — | +224 | 2240.0% | Q3 2026 | Nov 05, 2026 |
| Versant Capital Management, Inc | History | New | 222 | 0 | — | — | — | +222 | New | Q3 2026 | Oct 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 198 | 0 | — | 0.0% | — | -173 | -46.63% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 133 | 0 | — | 0.0% | — | -139 | -51.1% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | New | 82 | 0 | — | — | — | +82 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 73 | 0 | — | — | — | +69 | 1725.0% | Q3 2026 | Oct 08, 2026 |
| Ascentis Wealth Management, LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q3 2026 | Nov 03, 2026 |
| SJS Investment Consulting Inc. | History | New | 36 | 0 | — | — | — | +36 | New | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | Added to | 57 | 0 | — | — | — | +35 | 159.09% | Q3 2026 | Oct 13, 2026 |
| Covestor Ltd | History | Reduced | 22 | 0 | — | — | — | -15 | -40.54% | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | — | — | -6 | -75.0% | Q3 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 121 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 146 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quarry LP | History | No change | 88 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |