Quantum-Si Inc - QSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 7,578,208 | 6,706 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARK Investment Management LLC | History | No change | 7,167,738 | 6,343 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 5,225,352 | 4,624 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 3,885,230 | 3,457 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 3,885,230 | 3,438 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,131,726 | 2,771 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,561,897 | 2,267 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,423,835 | 2,145 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,348,665 | 2,078 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,236,526 | 1,980 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,537,450 | 1,362 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,116,683 | 988 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 890,741 | 788 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Fosun International Ltd | History | No change | 743,935 | 658 | 0.15% | 0.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 553,871 | 490 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 497,098 | 439 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 476,288 | 421 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 450,531 | 398 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 443,929 | 392 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 398,598 | 352 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 350,816 | 310 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 344,510 | 304 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 332,935 | 294 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | No change | 323,482 | 286 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 321,134 | 284 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 300,000 | 265 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 285,758 | 252 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 205,690 | 182 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 206,100 | 182 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 177,680 | 157 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 165,293 | 146 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verdence Capital Advisors LLC | History | No change | 158,305 | 140 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 157,689 | 139 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shay Capital LLC | History | No change | 150,922 | 133 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 123,767 | 109 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 107,473 | 95 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100,483 | 85 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 93,647 | 82 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 89,368 | 79 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 85,347 | 75 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 84,757 | 75 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 84,612 | 74 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 79,089 | 69 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 77,787 | 69 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 77,277 | 68 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| RHUMBLINE ADVISERS | History | No change | 75,989 | 67 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | No change | 75,800 | 67 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 73,128 | 64 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 65,011 | 57 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 60,011 | 53 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 59,585 | 52 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 47,397 | 50 | 0.03% | 0.03% | 52 | +1,476 | 3.21% | Q3 2026 | Oct 08, 2026 |
| Creative Planning | History | No change | 55,884 | 49 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 63,435 | 45 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atom Investors LP | History | No change | 51,554 | 45 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 41,397 | 36 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 40,036 | 35 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 38,585 | 34 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 39,133 | 34 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 37,809 | 33 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 38,328 | 33 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Arax Advisory Partners | History | No change | 36,790 | 32 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Red Wave Investments LLC | History | No change | 37,000 | 32 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 33,009 | 29 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IPG Investment Advisors LLC | History | No change | 30,864 | 27 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 31,000 | 27 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 31,484 | 27 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nuveen, LLC | History | No change | 30,077 | 26 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 29,989 | 26 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DLK Investment Management, LLC | History | Added to | 23,727 | 25 | 0.01% | 0.01% | 70 | +4,727 | 24.88% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 27,100 | 23 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Management Associates, Inc. | History | No change | 26,350 | 23 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 23,758 | 21 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 23,616 | 20 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pallas Capital Advisors LLC | History | No change | 23,320 | 20 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 21,766 | 19 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | No change | 22,500 | 19 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 22,292 | 19 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | No change | 20,985 | 18 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 20,350 | 18 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 19,630 | 17 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 20,000 | 17 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 18,805 | 16 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 18,974 | 16 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,071 | 15 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 17,505 | 15 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 17,219 | 15 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 13,629 | 12 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 13,671 | 12 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Flagship Private Wealth, LLC | History | No change | 14,158 | 12 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,008 | 11 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurion Capital Management LP | History | No change | 12,749 | 11 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 11,350 | 10 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,333 | 10 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 11,218 | 10 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Callan Family Office, LLC | History | No change | 12,119 | 10 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,168 | 9 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | No change | 10,635 | 9 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 10,439 | 9 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,207 | 9 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | No change | 11,060 | 9 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,000 | 8 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,056 | 8 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Verde Capital Management | History | No change | 10,000 | 8 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 10,000 | 8 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 10,000 | 8 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,465 | 7 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 8,847 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,813 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7,551 | 6 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 4,659 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 4,814 | 4 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,417 | 4 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FNY Investment Advisers, LLC | History | No change | 4,000 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 3,854 | 3 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | No change | 4,125 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 3,680 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | No change | 4,185 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | No change | 3,094 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bangor Savings Bank | History | Added to | 1,000 | 1 | 0.0% | — | 121 | +500 | 100.0% | Q3 2026 | Oct 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,436 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 2,020 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,000 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 2,000 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,245 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 169 | 0 | — | 0.0% | — | -1,204 | -87.69% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -959 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 299 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 132 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 185 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 720 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 562 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 242 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |