RELMADA THERAPEUTICS, INC. - RLMD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jupiter Topco LLC | History | No change | 11,164,803 | 77,316 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 7,426,780 | 51,393 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Squadron Capital Management LLC | History | No change | 7,350,000 | 50,862 | 15.78% | 15.78% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venrock Adviser, LLC | History | No change | 6,844,305 | 47,362 | 1.44% | 1.44% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spruce Street Capital LP | History | No change | 6,391,328 | 44,227 | 8.68% | 8.68% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 4,763,158 | 32,961 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,460,210 | 30,864 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jones Hill Capital LP | History | No change | 3,655,075 | 25,293 | 5.38% | 5.38% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ORBIMED ADVISORS LLC | History | No change | 3,631,195 | 25,127 | 0.47% | 0.47% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,517,550 | 17,421 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,361,827 | 16,343 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,246,839 | 15,548 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ikarian Capital, LLC | History | No change | 2,148,359 | 14,866 | 1.6% | 1.6% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 2,132,053 | 14,753 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,937,972 | 13,410 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 1,858,416 | 12,860 | 0.17% | 0.17% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,520,688 | 10,523 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEMPOINT CAPITAL LP | History | No change | 1,460,093 | 10,103 | 1.74% | 1.74% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commodore Capital LP | History | No change | 1,425,000 | 9,861 | 0.59% | 0.59% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Capital Holdings Plc | History | No change | 1,340,428 | 9,275 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,361,437 | 8,905 | 0.0% | 0.0% | 21 | -131,136 | -5.26% | Q3 2026 | Nov 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,170,665 | 8,101 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sio Capital Management, LLC | History | No change | 1,003,562 | 6,944 | 1.15% | 1.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opaleye Management Inc. | History | No change | 935,000 | 6,470 | 0.59% | 0.59% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 898,198 | 6,215 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT POINT PARTNERS LLC | History | No change | 842,106 | 5,827 | 1.1% | 1.1% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soleus Capital Management, L.P. | History | No change | 842,106 | 5,827 | 0.2% | 0.2% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boxer Capital Management, LLC | History | No change | 842,106 | 5,827 | 0.44% | 0.44% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 812,059 | 5,619 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 786,257 | 5,440 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 767,624 | 5,311 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 734,191 | 5,080 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 691,545 | 4,785 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 616,238 | 4,264 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 564,759 | 3,908 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 543,394 | 3,759 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integral Health Asset Management, LLC | History | No change | 500,000 | 3,460 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 451,918 | 3,127 | 0.14% | 0.14% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knott David M Jr | History | No change | 451,000 | 3,120 | 1.65% | 1.65% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighVista Strategies LLC | History | No change | 445,799 | 3,084 | 0.7% | 0.7% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 438,901 | 3,037 | 0.37% | 0.37% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Birchview Capital, LP | History | No change | 408,100 | 2,824 | 1.32% | 1.32% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIADEMA PARTNERS LP | History | No change | 361,367 | 2,500 | 0.32% | 0.32% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Fleet Capital Management LP | History | No change | 348,265 | 2,409 | 0.4% | 0.4% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 340,890 | 2,358 | 0.36% | 0.36% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 328,421 | 2,272 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 315,788 | 2,185 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 282,717 | 1,956 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 225,067 | 1,557 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 404,099 | 1,523 | 0.07% | 0.11% | 50 | +50,030 | 14.13% | Q3 2026 | Oct 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 214,915 | 1,487 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 361,922 | 1,364 | 0.0% | 0.0% | 52 | +66,299 | 22.43% | Q3 2026 | Nov 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 307,360 | 1,158 | 0.0% | 0.0% | 53 | -11,542 | -3.62% | Q3 2026 | Nov 06, 2026 |
| UBS Group AG | History | No change | 158,033 | 1,093 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 155,713 | 1,077 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 141,443 | 979 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 118,108 | 817 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 109,474 | 757 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 195,555 | 737 | 0.02% | 0.01% | 59 | +168,229 | 615.64% | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 106,208 | 734 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| X-Square Capital, LLC | History | No change | 100,000 | 692 | 0.18% | 0.18% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eversept Partners, LP | History | No change | 93,192 | 644 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 165,861 | 625 | 0.0% | 0.0% | 63 | +158,299 | 2093.35% | Q3 2026 | Nov 06, 2026 |
| Invesco Ltd. | History | No change | 89,671 | 620 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Informed Momentum Co LLC | History | No change | 88,447 | 612 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verdad Advisers, LP | History | No change | 86,994 | 601 | 0.58% | 0.58% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | No change | 86,443 | 598 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 86,263 | 596 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 82,823 | 573 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 77,668 | 538 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 140,319 | 529 | 0.0% | 0.0% | 71 | +33,863 | 31.81% | Q3 2026 | Nov 02, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 71,705 | 496 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 69,375 | 480 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 67,348 | 466 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 63,800 | 441 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 57,800 | 399 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 55,562 | 384 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LMR Partners LLP | History | No change | 55,600 | 384 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 100,000 | 377 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 49,202 | 340 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 44,163 | 305 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 43,746 | 302 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 43,360 | 300 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 39,600 | 275 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 39,203 | 273 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 38,900 | 269 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pale Fire Capital SE | History | No change | 31,650 | 219 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 27,890 | 192 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | Reduced | 48,656 | 183 | 0.0% | 0.0% | 89 | -23,097 | -32.19% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 26,000 | 179 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| apricus wealth, LLC | History | No change | 47,462 | 178 | 0.08% | 0.16% | 91 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 25,027 | 173 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 41,237 | 155 | 0.0% | 0.0% | 93 | -5,563 | -11.89% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | Reduced | 39,798 | 150 | 0.0% | 0.0% | 94 | -11,436 | -22.32% | Q3 2026 | Nov 06, 2026 |
| Creative Planning | History | New | 38,096 | 143 | 0.0% | — | 95 | +38,096 | New | Q3 2026 | Nov 02, 2026 |
| Rafferty Asset Management, LLC | History | No change | 19,903 | 137 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 19,720 | 136 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 17,940 | 124 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlTi Global, Inc. | History | No change | 31,975 | 120 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| LPL Financial LLC | History | Reduced | 29,399 | 110 | 0.0% | 0.0% | 101 | -19,172 | -39.47% | Q3 2026 | Nov 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 16,020 | 110 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 14,429 | 99 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 25,000 | 94 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Keebeck Wealth Management | History | No change | 13,000 | 89 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXQ CAPITAL, LP | History | No change | 12,093 | 83 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Scientech Research LLC | History | No change | 11,826 | 81 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CV Advisors LLC | History | New | 20,000 | 75 | 0.01% | — | 107 | +20,000 | New | Q3 2026 | Oct 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,637 | 73 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 10,444 | 72 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 9,181 | 63 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,582 | 59 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,827 | 52 | 0.0% | 0.0% | 112 | -78 | -0.56% | Q3 2026 | Nov 04, 2026 |
| ProShare Advisors LLC | History | Reduced | 11,874 | 44 | 0.0% | 0.0% | 113 | -507 | -4.09% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,186 | 42 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 11,052 | 41 | 0.0% | — | 115 | +11,052 | New | Q3 2026 | Nov 02, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 10,000 | 37 | 0.0% | 0.01% | 116 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,066 | 21 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Reduced | 5,020 | 18 | 0.0% | 0.01% | 118 | -15,566 | -75.61% | Q3 2026 | Oct 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4,138 | 15 | 0.0% | 0.0% | 119 | +888 | 27.32% | Q3 2026 | Oct 29, 2026 |
| ANTIPODES PARTNERS Ltd | History | Added to | 3,907 | 14 | 0.0% | 0.0% | 120 | +1,493 | 61.85% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 2,000 | 13 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,102 | 11 | 0.0% | 0.0% | 122 | +2,770 | 834.34% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,302 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| American Capital Advisory, LLC | History | No change | 1,954 | 7 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| GAMMA Investing LLC | History | Added to | 533 | 2 | 0.0% | — | 125 | +492 | 1200.0% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 160 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,100 | -100.0% | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -6,803 | -99.81% | Q3 2026 | Nov 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2026 | Oct 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 192 | 0 | — | — | — | +192 | New | Q3 2026 | Nov 06, 2026 |
| Root Financial Partners, LLC | History | New | 84 | 0 | — | — | — | +84 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | New | 72 | 0 | — | — | — | +72 | New | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 69 | 0 | — | — | — | +69 | New | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |