Paysign, Inc. - PAYS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Topline Capital Management, LLC | History | Reduced | 4,639,061 | 27,370 | 4.52% | 2.56% | 1 | -865,227 | -15.72% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,351,648 | 13,874 | 0.0% | 0.0% | 2 | -27,056 | -1.14% | Q1 2026 | May 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 2,058,210 | 12,143 | 0.7% | 0.44% | 3 | +595,650 | 40.73% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 1,666,950 | 9,835 | 0.17% | 0.13% | 4 | +209,009 | 14.34% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 1,866,316 | 9,611 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,531,072 | 9,033 | 0.01% | 0.01% | 6 | +227,300 | 17.43% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,485,858 | 8,766 | 0.0% | — | 7 | +1,485,858 | New | Q1 2026 | May 15, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 993,896 | 5,864 | 2.3% | 1.8% | 8 | +69,523 | 7.52% | Q1 2026 | Apr 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 828,089 | 4,886 | 0.0% | 0.0% | 9 | +30,506 | 3.82% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 778,183 | 4,591 | 0.05% | 0.04% | 10 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Added to | 644,467 | 3,802 | 0.0% | 0.0% | 11 | +15,480 | 2.46% | Q1 2026 | May 15, 2026 |
| Joule Financial, LLC | History | No change | 614,175 | 3,623 | 1.06% | 0.95% | 12 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 575,619 | 3,395 | 0.0% | 0.0% | 13 | +82,736 | 16.79% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 535,662 | 3,160 | 0.0% | 0.0% | 14 | +157,917 | 41.81% | Q1 2026 | May 15, 2026 |
| 1248 Management, LLC | History | No change | 497,435 | 2,934 | 1.36% | 1.37% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 449,505 | 2,652 | 0.0% | 0.0% | 16 | +197,032 | 78.04% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 443,814 | 2,618 | 0.0% | 0.0% | 17 | +98,975 | 28.7% | Q1 2026 | May 15, 2026 |
| AWM Investment Company, Inc. | History | Added to | 385,965 | 2,277 | 0.25% | 0.17% | 18 | +49,885 | 14.84% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 385,732 | 2,275 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 348,990 | 2,059 | 0.01% | 0.01% | 20 | +35,461 | 11.31% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 347,209 | 2,048 | 0.0% | 0.0% | 21 | +151,588 | 77.49% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 328,847 | 1,940 | 0.0% | 0.0% | 22 | +255,189 | 346.45% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 252,656 | 1,490 | 0.0% | 0.0% | 23 | +147,236 | 139.67% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 249,544 | 1,472 | 0.01% | 0.0% | 24 | +72,034 | 40.58% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 248,872 | 1,468 | 0.0% | 0.0% | 25 | -6,567 | -2.57% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 240,879 | 1,421 | 0.0% | — | 26 | +240,879 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 216,594 | 1,277 | 0.0% | 0.0% | 27 | -70,245 | -24.49% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 209,708 | 1,237 | 0.0% | — | 28 | +209,708 | New | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | New | 188,143 | 1,110 | 0.0% | — | 29 | +188,143 | New | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 169,760 | 1,001 | 0.0% | 0.0% | 30 | -26,602 | -13.55% | Q1 2026 | May 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 153,026 | 903 | 0.06% | 0.05% | 31 | +32,019 | 26.46% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | New | 148,292 | 874 | 0.01% | — | 32 | +148,292 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 166,500 | 857 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 130,930 | 772 | 0.0% | 0.0% | 34 | +101,568 | 345.92% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 126,455 | 746 | 0.0% | 0.0% | 35 | +42,400 | 50.44% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 123,000 | 725 | 0.32% | — | 36 | +123,000 | New | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 107,077 | 631 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 102,645 | 605 | 0.0% | 0.0% | 38 | -10,737 | -9.47% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 102,283 | 603 | 0.07% | 0.04% | 39 | +28,404 | 38.45% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | No change | 99,600 | 587 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 91,037 | 537 | 0.0% | 0.0% | 41 | +17 | 0.02% | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 88,670 | 523 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 83,086 | 490 | 0.0% | 0.0% | 43 | -124,439 | -59.96% | Q1 2026 | May 15, 2026 |
| Militia Capital Management LLC | History | New | 79,800 | 470 | 0.11% | — | 44 | +79,800 | New | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 73,501 | 433 | 0.0% | 0.0% | 45 | +28,491 | 63.3% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 72,103 | 425 | 0.0% | 0.0% | 46 | +16,803 | 30.39% | Q1 2026 | May 14, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 80,000 | 412 | 0.69% | 0.69% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 65,853 | 388 | 0.0% | 0.0% | 48 | +6,717 | 11.36% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 63,307 | 373 | 0.0% | 0.0% | 49 | +5,092 | 8.75% | Q1 2026 | May 05, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 56,502 | 333 | 0.0% | — | 50 | +56,502 | New | Q1 2026 | May 14, 2026 |
| Penbrook Management LLC | History | Added to | 55,785 | 329 | 0.25% | 0.11% | 51 | +24,960 | 80.97% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 52,968 | 312 | 0.0% | 0.0% | 52 | -377 | -0.71% | Q1 2026 | May 08, 2026 |
| BARD ASSOCIATES INC | History | Added to | 47,697 | 281 | 0.07% | 0.05% | 53 | +9,802 | 25.87% | Q1 2026 | May 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 44,172 | 260 | 0.01% | — | 54 | +44,172 | New | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 40,245 | 237 | 0.0% | — | 55 | +40,245 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 39,674 | 234 | 0.0% | 0.0% | 56 | -747 | -1.85% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 35,993 | 212 | 0.0% | — | 57 | +35,993 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 32,357 | 190 | 0.0% | 0.0% | 58 | -12,458 | -27.8% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 30,325 | 178 | 0.0% | — | 59 | +30,325 | New | Q1 2026 | May 08, 2026 |
| Arista Wealth Management, LLC | History | No change | 29,285 | 172 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | New | 28,644 | 168 | 0.0% | — | 61 | +28,644 | New | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | New | 26,200 | 154 | 0.0% | — | 62 | +26,200 | New | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 25,834 | 152 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 25,100 | 148 | 0.0% | 0.0% | 64 | -32,011 | -56.05% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 24,725 | 145 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 23,707 | 139 | 0.0% | 0.0% | 67 | +3,606 | 17.94% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 27,030 | 139 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,789 | 134 | 0.0% | 0.0% | 68 | +10,274 | 82.09% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 22,111 | 130 | 0.0% | 0.0% | 69 | -3,600 | -14.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,208 | 127 | 0.0% | 0.0% | 70 | -133,440 | -85.73% | Q1 2026 | May 13, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 21,000 | 123 | 0.01% | 0.01% | 71 | -4,897 | -18.91% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 19,918 | 117 | 0.0% | 0.0% | 72 | -3,990 | -16.69% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 18,928 | 112 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 18,691 | 110 | 0.0% | 0.0% | 74 | -5,721 | -23.44% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | New | 17,763 | 104 | 0.0% | — | 75 | +17,763 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 16,846 | 99 | 0.0% | 0.0% | 76 | +408 | 2.48% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 14,437 | 85 | 0.0% | — | 77 | +14,437 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 13,365 | 78 | 0.0% | 0.0% | 78 | +463 | 3.59% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,771 | 75 | 0.0% | 0.0% | 79 | -25,289 | -66.45% | Q1 2026 | May 11, 2026 |
| Jump Financial, LLC | History | Reduced | 12,838 | 75 | 0.0% | 0.0% | 80 | -11,215 | -46.63% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 11,498 | 67 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,191 | 60 | 0.0% | 0.0% | 82 | -1,200 | -10.53% | Q1 2026 | May 15, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 10,000 | 59 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AlphaQuest LLC | History | No change | 11,031 | 56 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,498 | 50 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,829 | 46 | 0.0% | 0.0% | 86 | +56 | 0.72% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 7,658 | 45 | 0.0% | 0.0% | 87 | +54 | 0.71% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 7,417 | 43 | 0.0% | 0.0% | 88 | -46,714 | -86.3% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 3,012 | 17 | 0.0% | 0.0% | 89 | -519 | -14.7% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,696 | 15 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,269 | 13 | 0.0% | 0.0% | 91 | +23 | 1.02% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 2,000 | 11 | 0.0% | — | 93 | +2,000 | New | Q1 2026 | May 19, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,883 | 11 | 0.0% | 0.0% | 92 | -258 | -12.05% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,844 | 10 | 0.0% | 0.0% | 94 | +977 | 112.69% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 1,349 | 7 | 0.0% | 0.0% | 95 | +645 | 91.62% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,100 | 6 | 0.0% | 0.0% | 96 | +121 | 12.36% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,000 | 5 | 0.0% | 0.0% | 97 | -1,600 | -61.54% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 567 | 3 | 0.0% | 0.0% | 98 | -210 | -27.03% | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 420 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | New | 228 | 1 | 0.0% | — | 105 | +228 | New | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 215 | 1 | 0.0% | — | 104 | +215 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 235 | 1 | 0.0% | — | 100 | +183 | 351.92% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Added to | 246 | 1 | 0.0% | 0.0% | 102 | +8 | 3.36% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | No change | 223 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | No change | 300 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -614,175 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -148,125 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100,955 | -100.0% | Q1 2026 | May 04, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -86,588 | -100.0% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -80,000 | -100.0% | Q1 2026 | May 06, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -52,678 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,869 | -100.0% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.01% | — | -38,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,896 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,063 | -100.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,822 | -100.0% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 59 | 0 | — | 0.02% | — | -19,693 | -99.7% | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,075 | -100.0% | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,885 | -100.0% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -13,715 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,061 | -100.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,444 | -100.0% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,954 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,085 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,396 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 28 | 0 | — | 0.0% | — | -4,279 | -99.35% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,490 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,093 | -100.0% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 105 | 0 | — | — | — | +20 | 23.53% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21 | 0 | — | — | — | +1 | 5.0% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |