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 | 108,995 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOROS CAPITAL MANAGEMENT LLC | History | No change | 4,630,292 | 16,530 | 7.19% | 6.57% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,637,065 | 14,266 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 3,124,943 | 11,156 | 0.0% | 0.0% | 4 | -26,865 | -0.85% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,045,306 | 10,871 | 0.0% | 0.0% | 5 | +102,942 | 3.5% | Q1 2026 | May 07, 2026 |
| Schusterman Interests, LLC | History | No change | 3,018,616 | 10,776 | 2.75% | 3.74% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Petrus Trust Company, LTA | History | Added to | 2,966,356 | 10,589 | 1.16% | 1.57% | 7 | +100,000 | 3.49% | Q1 2026 | May 15, 2026 |
| G2 Investment Partners Management LLC | History | Reduced | 2,820,285 | 10,068 | 2.48% | 4.29% | 8 | -518,586 | -15.53% | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 2,140,630 | 7,642 | 0.2% | 0.25% | 9 | +7,758 | 0.36% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 1,947,681 | 6,953 | 0.37% | 0.57% | 10 | -3,049 | -0.16% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,944,298 | 6,941 | 0.0% | — | 11 | +1,944,298 | New | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Added to | 1,807,976 | 6,454 | 0.35% | 0.21% | 12 | +1,011,428 | 126.98% | Q1 2026 | May 05, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,526,000 | 5,447 | 0.05% | 0.07% | 13 | +241,000 | 18.75% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,493,180 | 5,330 | 0.0% | 0.0% | 14 | -95,073 | -5.99% | Q1 2026 | May 15, 2026 |
| Samjo Management, LLC | History | Added to | 1,330,775 | 4,750 | 2.05% | 1.37% | 15 | +676,975 | 103.54% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,101,177 | 3,932 | 0.0% | 0.0% | 16 | +33,757 | 3.16% | Q1 2026 | May 15, 2026 |
| Meros Investment Management, LP | History | Reduced | 987,489 | 3,525 | 1.53% | 2.39% | 17 | -128,909 | -11.55% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 916,856 | 3,273 | 0.0% | 0.0% | 18 | -95,418 | -9.43% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 828,545 | 2,957 | 0.06% | 0.1% | 19 | -15,778 | -1.87% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | Added to | 801,000 | 2,859 | 0.05% | 0.09% | 20 | +82,100 | 11.42% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 788,839 | 2,816 | 0.0% | 0.0% | 21 | +398,829 | 102.26% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 779,091 | 2,781 | 0.0% | 0.0% | 22 | +47,759 | 6.53% | Q1 2026 | May 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 729,196 | 2,603 | 0.06% | — | 23 | +729,196 | New | Q1 2026 | May 13, 2026 |
| FORMULA GROWTH LTD | History | Reduced | 694,527 | 2,479 | 1.12% | 2.06% | 24 | -295,000 | -29.81% | Q1 2026 | May 14, 2026 |
| Ulysses Management LLC | History | No change | 692,285 | 2,471 | 0.31% | 0.69% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Simcoe Capital LLC | History | Added to | 688,882 | 2,459 | 2.26% | 2.74% | 26 | +150,448 | 27.94% | Q1 2026 | May 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 615,267 | 2,196 | 0.03% | 0.06% | 27 | -110,061 | -15.17% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 558,646 | 1,994 | 0.0% | 0.0% | 28 | +1,440 | 0.26% | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | Reduced | 482,845 | 1,723 | 0.01% | 0.05% | 29 | -15,778 | -3.16% | Q1 2026 | May 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 407,328 | 1,454 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 404,536 | 1,444 | 0.0% | — | 31 | +404,536 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 370,976 | 1,324 | 0.0% | 0.0% | 32 | +25,154 | 7.27% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 340,304 | 1,215 | 0.02% | 0.0% | 33 | +305,484 | 877.32% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 332,113 | 1,185 | 0.0% | 0.0% | 34 | -29,109 | -8.06% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 276,434 | 986 | 0.0% | — | 35 | +276,434 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 208,496 | 744 | 0.0% | 0.0% | 36 | -94,047 | -31.09% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 175,774 | 627 | 0.0% | 0.0% | 37 | +97,288 | 123.96% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 144,005 | 514 | 0.04% | 0.04% | 38 | +55,854 | 63.36% | Q1 2026 | Apr 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 133,759 | 477 | 0.0% | 0.0% | 39 | -3,120 | -2.28% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 130,180 | 464 | 0.0% | 0.0% | 40 | -39,191 | -23.14% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 126,961 | 453 | 0.0% | 0.0% | 41 | +91,127 | 254.3% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 120,751 | 431 | 0.0% | 0.0% | 42 | +101,840 | 538.52% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 116,025 | 414 | 0.0% | 0.0% | 43 | +19,760 | 20.53% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 114,927 | 410 | 0.0% | 0.0% | 44 | +100,380 | 690.04% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 74,080 | 400 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 105,155 | 376 | 0.0% | 0.0% | 46 | +29,883 | 39.7% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 105,575 | 376 | 0.0% | 0.0% | 47 | +2,724 | 2.65% | Q1 2026 | Apr 30, 2026 |
| GABELLI FUNDS LLC | History | Added to | 101,485 | 362 | 0.0% | 0.0% | 48 | +5,985 | 6.27% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | No change | 101,500 | 362 | 0.03% | 0.04% | 49 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 98,213 | 350 | 0.0% | 0.0% | 50 | +44,871 | 84.12% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 87,996 | 314 | 0.0% | 0.0% | 51 | +540 | 0.62% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 86,418 | 308 | 0.0% | 0.0% | 52 | -3,315 | -3.69% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 81,592 | 291 | 0.0% | 0.0% | 53 | +1,593 | 1.99% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 73,739 | 263 | 0.0% | 0.0% | 54 | +42,339 | 134.84% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 59,438 | 212 | 0.0% | 0.0% | 55 | -6,851 | -10.34% | Q1 2026 | May 12, 2026 |
| PDT Partners, LLC | History | Reduced | 50,866 | 181 | 0.01% | 0.02% | 56 | -611 | -1.19% | Q1 2026 | May 15, 2026 |
| nVerses Capital, LLC | History | Added to | 42,576 | 151 | 0.14% | 0.13% | 57 | +31,782 | 294.44% | Q1 2026 | May 13, 2026 |
| Granite Investment Partners, LLC | History | Added to | 37,631 | 134 | 0.01% | 0.01% | 58 | +9,889 | 35.65% | Q1 2026 | Apr 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 36,833 | 131 | 0.01% | — | 59 | +36,833 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 32,674 | 116 | 0.0% | 0.0% | 60 | +22,099 | 208.97% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 28,147 | 100 | 0.0% | 0.0% | 61 | +2,783 | 10.97% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 23,831 | 85 | 0.0% | 0.0% | 62 | +7,817 | 48.81% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 23,288 | 83 | 0.0% | — | 63 | +23,288 | New | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 23,000 | 82 | 0.0% | 0.0% | 64 | -17,000 | -42.5% | Q1 2026 | Apr 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 22,329 | 79 | 0.0% | 0.0% | 65 | +544 | 2.5% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | New | 20,621 | 73 | 0.02% | — | 67 | +20,621 | New | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 20,476 | 73 | 0.0% | — | 66 | +20,476 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20,991 | 72 | 0.0% | 0.0% | 68 | -92,398 | -81.49% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 18,300 | 65 | 0.0% | 0.0% | 69 | +3,823 | 26.41% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 18,143 | 64 | 0.0% | 0.0% | 70 | -65,481 | -78.3% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 18,000 | 64 | 0.0% | 0.0% | 71 | +4,000 | 28.57% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,819 | 63 | 0.0% | 0.0% | 72 | -34,840 | -66.16% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,000 | 60 | 0.0% | — | 73 | +16,937 | 26884.13% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Reduced | 16,695 | 59 | 0.0% | 0.0% | 74 | -23,192 | -58.14% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 14,855 | 53 | 0.0% | — | 76 | +14,855 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,083 | 53 | 0.0% | 0.0% | 75 | -5,778 | -27.7% | Q1 2026 | May 12, 2026 |
| Brevan Howard Capital Management LP | History | New | 14,616 | 52 | 0.0% | — | 78 | +14,616 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 14,746 | 52 | 0.0% | 0.0% | 77 | -931 | -5.94% | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | New | 13,113 | 46 | 0.03% | — | 80 | +13,113 | New | Q1 2026 | Apr 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,954 | 46 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,332 | 44 | 0.0% | 0.0% | 81 | -938 | -7.07% | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,819 | 42 | 0.0% | 0.0% | 82 | -10,948 | -48.09% | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | New | 11,470 | 40 | 0.0% | — | 83 | +11,470 | New | Q1 2026 | May 05, 2026 |
| Ballast, Inc. | History | No change | 10,925 | 39 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 10,000 | 35 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,430 | 22 | 0.0% | 0.0% | 86 | +1,843 | 40.18% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 5,793 | 20 | 0.0% | 0.0% | 87 | -10,920 | -65.34% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,233 | 15 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 4,052 | 14 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,277 | 11 | 0.0% | 0.0% | 90 | -200 | -5.75% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,541 | 9 | 0.0% | 0.0% | 91 | -348 | -12.05% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,371 | 8 | 0.0% | 0.0% | 92 | +1,763 | 289.97% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 2,182 | 7 | 0.0% | 0.0% | 93 | +1,119 | 105.27% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,739 | 6 | 0.0% | 0.0% | 94 | -10,010 | -85.2% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,554 | 5 | 0.0% | 0.0% | 95 | -1,153 | -42.59% | Q1 2026 | Apr 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 966 | 3 | 0.0% | 0.0% | 96 | -409,406 | -99.76% | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 946 | 3 | 0.0% | 0.0% | 97 | +246 | 35.14% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 600 | 2 | 0.0% | — | 99 | +600 | New | Q1 2026 | Apr 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 497 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 365 | 1 | 0.0% | 0.0% | 100 | -1,222 | -77.0% | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | Reduced | 460 | 1 | 0.0% | 0.0% | 102 | -352 | -43.35% | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 292 | 1 | 0.0% | — | 101 | +178 | 156.14% | Q1 2026 | May 15, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -1,036,290 | -100.0% | Q1 2026 | May 15, 2026 |
| Bastion Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.92% | — | -313,432 | -100.0% | Q1 2026 | May 05, 2026 |
| Divisadero Street Capital Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -250,001 | -100.0% | Q1 2026 | May 15, 2026 |
| ARS Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -101,515 | -100.0% | Q1 2026 | Apr 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99,143 | -100.0% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -52,260 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,642 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,389 | -100.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,615 | -100.0% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,491 | -100.0% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -13,210 | -100.0% | Q1 2026 | May 26, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,386 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,829 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,085 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,475 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 32 | 0 | — | 0.0% | — | -1,298 | -97.59% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 253 | 0 | — | — | — | +253 | New | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 146 | 0 | — | 0.0% | — | -181 | -55.35% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -157 | -100.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 106 | 0 | — | 0.0% | — | -141 | -57.09% | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | New | 134 | 0 | — | — | — | +134 | New | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | Added to | 102 | 0 | — | — | — | +97 | 1940.0% | Q1 2026 | May 21, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -85 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 131 | 0 | — | — | — | +80 | 156.86% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 56 | 0 | — | — | — | +56 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4 | 0 | — | — | — | -23 | -85.19% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 36 | 0 | — | — | — | +6 | 20.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 230 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |