PARKE BANCORP, INC. - PKBK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 785,130 | 26,034 | 0.0% | 0.0% | 1 | +166,417 | 26.9% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 639,022 | 21,190 | 0.0% | 0.0% | 2 | +39,813 | 6.64% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 459,915 | 15,250 | 0.0% | 0.0% | 3 | +6,100 | 1.34% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 364,544 | 12,088 | 0.01% | 0.0% | 4 | +101,498 | 38.59% | Q2 2026 | Aug 13, 2026 |
| Ategra Capital Management, LLC | History | Reduced | 343,842 | 11,401 | 5.13% | 5.28% | 5 | -30,305 | -8.1% | Q2 2026 | Aug 14, 2026 |
| Cutler Capital Management, LLC | History | Reduced | 314,126 | 10,416 | 2.71% | 2.44% | 6 | -3,300 | -1.04% | Q2 2026 | Aug 14, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 291,183 | 9,655 | 1.75% | 1.8% | 7 | -2,256 | -0.77% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 288,594 | 9,572 | 0.0% | 0.0% | 8 | +62,576 | 27.69% | Q2 2026 | Aug 12, 2026 |
| M3F, Inc. | History | Reduced | 282,593 | 9,371 | 2.22% | 2.34% | 9 | -50,283 | -15.11% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 256,786 | 8,515 | 0.0% | 0.0% | 10 | +106,945 | 71.37% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 226,347 | 7,505 | 0.01% | 0.01% | 11 | +27,400 | 13.77% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 219,855 | 7,290 | 0.0% | 0.0% | 12 | +37,608 | 20.64% | Q2 2026 | Aug 07, 2026 |
| Empowered Funds, LLC | History | Reduced | 159,164 | 5,277 | 0.03% | 0.03% | 13 | -10,519 | -6.2% | Q2 2026 | Aug 14, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 153,910 | 5,104 | 0.33% | 0.31% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 144,817 | 4,802 | 1.16% | 1.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 137,338 | 4,554 | 0.08% | 0.08% | 16 | +5,042 | 3.81% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 123,287 | 4,088 | 0.0% | 0.0% | 17 | +71,910 | 139.97% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 122,410 | 4,059 | 0.0% | 0.0% | 18 | +73,201 | 148.76% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 120,000 | 3,979 | 0.12% | 0.77% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 110,219 | 3,654 | 0.0% | 0.0% | 20 | +125 | 0.11% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 108,562 | 3,599 | 0.0% | 0.0% | 21 | +93,686 | 629.78% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | Added to | 92,053 | 3,052 | 0.0% | 0.0% | 22 | +39,984 | 76.79% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 91,336 | 3,028 | 1.14% | 1.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empirical Finance, LLC | History | Reduced | 87,893 | 2,914 | 0.12% | 0.14% | 24 | -15,561 | -15.04% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 85,136 | 2,823 | 0.0% | 0.0% | 25 | +48,089 | 129.81% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 78,160 | 2,591 | 0.0% | 0.0% | 26 | +7,131 | 10.04% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 73,132 | 2,425 | 0.0% | 0.0% | 27 | +9,314 | 14.59% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 68,788 | 2,281 | 0.0% | 0.0% | 28 | +12,327 | 21.83% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 65,073 | 2,157 | 0.0% | 0.0% | 29 | +3,933 | 6.43% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 58,150 | 1,928 | 0.0% | 0.0% | 30 | +150 | 0.26% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 55,715 | 1,847 | 0.0% | 0.0% | 31 | +8,961 | 19.17% | Q2 2026 | Aug 04, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 52,326 | 1,735 | 0.04% | 0.04% | 32 | +934 | 1.82% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Holdings, LLC | History | No change | 49,941 | 1,656 | 0.51% | 0.46% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | Added to | 47,364 | 1,570 | 0.01% | 0.01% | 34 | +2,552 | 5.69% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 45,271 | 1,501 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 44,848 | 1,487 | 0.0% | — | 36 | +44,848 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 43,479 | 1,441 | 0.0% | 0.0% | 37 | +23,786 | 120.78% | Q2 2026 | Aug 13, 2026 |
| Informed Momentum Co LLC | History | Reduced | 41,357 | 1,371 | 0.12% | 0.14% | 38 | -1,702 | -3.95% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 37,179 | 1,232 | 0.0% | 0.0% | 39 | +4,136 | 12.52% | Q2 2026 | Aug 06, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 33,448 | 1,109 | 0.27% | 0.22% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 32,174 | 1,066 | 0.0% | 0.0% | 41 | +5,302 | 19.73% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 29,578 | 980 | 0.0% | 0.0% | 42 | +3,250 | 12.34% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,755 | 953 | 0.0% | 0.0% | 43 | +7 | 0.02% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 28,509 | 945 | 0.0% | 0.0% | 44 | -27,911 | -49.47% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 26,952 | 893 | 0.0% | 0.0% | 45 | +4,457 | 19.81% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 25,212 | 836 | 0.0% | 0.0% | 46 | +7,357 | 41.2% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 22,937 | 760 | 0.0% | — | 47 | +22,937 | New | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 22,130 | 733 | 0.0% | 0.0% | 48 | -2,940 | -11.73% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | No change | 20,600 | 683 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 19,138 | 634 | 0.01% | 0.01% | 50 | +6,552 | 52.06% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 17,955 | 595 | 0.0% | 0.0% | 51 | +8,667 | 93.31% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 20,320 | 577 | 0.0% | 0.0% | 53 | +1,200 | 6.28% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 17,415 | 577 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 17,060 | 566 | 0.04% | 0.03% | 54 | -164 | -0.95% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,067 | 565 | 0.0% | 0.0% | 55 | +14,607 | 593.78% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,608 | 550 | 0.0% | 0.0% | 56 | +6,532 | 64.83% | Q2 2026 | Aug 14, 2026 |
| Lakewood Asset Management LLC | History | Added to | 16,230 | 538 | 0.3% | 0.29% | 57 | +207 | 1.29% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 16,005 | 531 | 0.0% | 0.0% | 58 | +7,313 | 84.13% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 15,322 | 508 | 0.0% | — | 59 | +15,322 | New | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 15,062 | 499 | 0.0% | 0.0% | 60 | +7,173 | 90.92% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 14,923 | 494 | 0.01% | 0.01% | 61 | +4,067 | 37.46% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 14,258 | 472 | 0.0% | 0.0% | 62 | +1,903 | 15.4% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 13,867 | 459 | 0.02% | 0.02% | 63 | +895 | 6.9% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 12,543 | 415 | 0.01% | 0.01% | 64 | +4,348 | 53.06% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 12,414 | 411 | 0.0% | 0.0% | 65 | -956 | -7.15% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 12,123 | 401 | 0.01% | — | 66 | +12,123 | New | Q2 2026 | Jul 13, 2026 |
| CITIGROUP INC | History | Added to | 11,334 | 375 | 0.0% | 0.0% | 67 | +10,034 | 771.85% | Q2 2026 | Aug 03, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 11,300 | 374 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 12,567 | 356 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 331 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | New | 9,985 | 330 | 0.0% | — | 72 | +9,985 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,952 | 330 | 0.0% | 0.0% | 71 | +1,531 | 18.18% | Q2 2026 | Aug 07, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 9,758 | 323 | 0.0% | 0.0% | 73 | -42 | -0.43% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 9,453 | 313 | 0.0% | — | 74 | +9,453 | New | Q2 2026 | Aug 07, 2026 |
| State of Tennessee, Department of Treasury | History | New | 8,755 | 290 | 0.0% | — | 75 | +8,755 | New | Q2 2026 | Aug 14, 2026 |
| Pale Fire Capital SE | History | New | 8,620 | 285 | 0.02% | — | 76 | +8,620 | New | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 8,549 | 284 | 0.0% | 0.0% | 77 | +267 | 3.22% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 8,126 | 269 | 0.0% | 0.0% | 78 | +1,020 | 14.35% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 8,072 | 267 | 0.0% | 0.0% | 79 | +994 | 14.04% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 7,299 | 242 | 0.0% | 0.0% | 80 | -651 | -8.19% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,847 | 227 | 0.0% | 0.0% | 81 | +4,631 | 208.98% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 6,677 | 221 | 0.0% | — | 82 | +6,677 | New | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | Added to | 6,647 | 220 | 0.0% | 0.0% | 83 | +4,552 | 217.28% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,761 | 191 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,887 | 162 | 0.0% | 0.0% | 85 | +534 | 12.27% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,701 | 155 | 0.0% | 0.0% | 86 | -30 | -0.63% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 4,057 | 134 | 0.0% | 0.0% | 87 | -1,967 | -32.65% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,688 | 122 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 3,481 | 115 | 0.0% | 0.0% | 89 | +1,369 | 64.82% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 3,872 | 109 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Byrne Asset Management LLC | History | Added to | 3,200 | 106 | 0.06% | 0.05% | 91 | +400 | 14.29% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 3,121 | 103 | 0.0% | — | 92 | +3,121 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 2,036 | 67 | 0.0% | 0.0% | 93 | -2,529 | -55.4% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 1,577 | 52 | 0.0% | 0.0% | 94 | -298 | -15.89% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,305 | 43 | 0.0% | 0.0% | 95 | +443 | 51.39% | Q2 2026 | Aug 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 1,233 | 41 | 0.0% | 0.0% | 96 | -92 | -6.94% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,234 | 40 | 0.0% | 0.0% | 97 | +8 | 0.65% | Q2 2026 | Jul 10, 2026 |
| Arax Advisory Partners | History | Added to | 982 | 32 | 0.0% | — | 98 | +964 | 5355.56% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 925 | 30 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 758 | 25 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NVWM, LLC | History | No change | 763 | 25 | 0.01% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Covestor Ltd | History | Added to | 331 | 11 | 0.01% | — | 102 | +314 | 1847.06% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 297 | 9 | 0.0% | 0.0% | 103 | +163 | 121.64% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | Added to | 290 | 9 | 0.0% | 0.0% | 104 | +92 | 46.46% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 228 | 7 | 0.0% | 0.0% | 105 | +76 | 50.0% | Q2 2026 | Jul 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 206 | 6 | 0.0% | 0.0% | 106 | -116 | -36.02% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 137 | 4 | 0.0% | 0.0% | 107 | -400 | -74.49% | Q2 2026 | Aug 24, 2026 |
| North Star Investment Management Corp. | History | No change | 127 | 4 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 122 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | Reduced | 98 | 3 | 0.0% | 0.0% | 112 | -58 | -37.18% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 103 | 3 | 0.0% | 0.0% | 111 | +16 | 18.39% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 102 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 71 | 2 | 0.0% | 0.0% | 113 | +32 | 82.05% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 57 | 1 | 0.0% | — | 117 | +57 | New | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | New | 35 | 1 | 0.0% | — | 116 | +35 | New | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Added to | 42 | 1 | 0.0% | — | 115 | +16 | 61.54% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 56 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 3.37% | — | -700,349 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rhino Investment Partners, Inc | History | Closed out | 0 | 0 | — | 1.8% | — | -227,766 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,958 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,318 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,629 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,500 | -100.0% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -518 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -498 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -368 | -92.46% | Q2 2026 | Jul 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 26 | 0 | — | 0.0% | — | -96 | -78.69% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Jul 20, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 26 | 0 | — | — | — | +8 | 44.44% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q2 2026 | Jul 22, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |