RE/MAX Holdings, Inc. - RMAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAGNOLIA GROUP, LLC | History | Reduced | 2,665,643 | 15,354 | 2.86% | 3.59% | 1 | -201,555 | -7.03% | Q1 2026 | Apr 24, 2026 |
| Capital World Investors | History | No change | 1,500,000 | 8,640 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,127,148 | 8,555 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,421,462 | 8,187 | 0.0% | 0.0% | 4 | -12,700 | -0.89% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 840,990 | 4,844 | 0.0% | — | 5 | +840,990 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 787,504 | 4,536 | 0.0% | 0.0% | 6 | -108,684 | -12.13% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 713,565 | 4,110 | 0.01% | 0.01% | 7 | -24,700 | -3.35% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 563,780 | 3,247 | 0.09% | 0.12% | 8 | -5,000 | -0.88% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 467,831 | 2,694 | 0.0% | 0.0% | 9 | -98,396 | -17.38% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 464,455 | 2,675 | 0.0% | 0.0% | 10 | +1,713 | 0.37% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 457,150 | 2,633 | 0.0% | 0.0% | 11 | +423,241 | 1248.17% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 426,569 | 2,457 | 0.0% | 0.0% | 12 | +127,615 | 42.69% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 414,758 | 2,389 | 0.0% | 0.0% | 13 | +8,342 | 2.05% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 351,561 | 2,024 | 0.0% | 0.0% | 14 | +112,209 | 46.88% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 294,153 | 1,694 | 0.03% | 0.05% | 15 | +10,915 | 3.85% | Q1 2026 | May 15, 2026 |
| Seven Six Capital Management, LLC | History | New | 224,002 | 1,290 | 1.39% | — | 16 | +224,002 | New | Q1 2026 | May 18, 2026 |
| Nuveen, LLC | History | Reduced | 206,614 | 1,190 | 0.0% | 0.0% | 17 | -101,157 | -32.87% | Q1 2026 | Apr 30, 2026 |
| MARSHALL WACE, LLP | History | Added to | 199,575 | 1,149 | 0.0% | 0.0% | 18 | +139,277 | 230.98% | Q1 2026 | May 14, 2026 |
| Invenomic Capital Management LP | History | Reduced | 195,990 | 1,128 | 0.05% | 0.07% | 19 | -10,983 | -5.31% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 181,253 | 1,044 | 0.01% | 0.02% | 20 | +10,915 | 6.41% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 173,004 | 996 | 0.0% | — | 21 | +173,004 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 172,845 | 995 | 0.0% | 0.0% | 22 | +25,066 | 16.96% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 164,354 | 953 | 0.0% | 0.0% | 23 | -207,013 | -55.74% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 155,661 | 896 | 0.0% | 0.0% | 24 | +3,159 | 2.07% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 150,770 | 868 | 0.0% | 0.0% | 25 | +47,064 | 45.38% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 149,552 | 861 | 0.01% | — | 26 | +149,552 | New | Q1 2026 | May 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 146,921 | 846 | 0.0% | 0.0% | 27 | -7,592 | -4.91% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 139,327 | 802 | 0.0% | — | 28 | +139,327 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 110,689 | 637 | 0.0% | 0.0% | 29 | -14,195 | -11.37% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 106,837 | 615 | 0.0% | 0.0% | 30 | -1,040 | -0.96% | Q1 2026 | May 08, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 97,927 | 564 | 0.01% | 0.02% | 31 | +1,431 | 1.48% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 95,279 | 548 | 0.0% | 0.0% | 32 | -5,727 | -5.67% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 92,541 | 533 | 0.0% | 0.0% | 33 | +10,193 | 12.38% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 89,063 | 513 | 0.02% | — | 34 | +89,063 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 86,261 | 496 | 0.0% | 0.0% | 35 | -453 | -0.52% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 75,786 | 436 | 0.0% | 0.0% | 36 | -81,204 | -51.73% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 72,192 | 415 | 0.0% | 0.0% | 37 | +22,193 | 44.39% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 63,774 | 367 | 0.0% | 0.0% | 38 | +368 | 0.58% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Reduced | 61,071 | 351 | 0.0% | 0.01% | 39 | -25,213 | -29.22% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 60,470 | 348 | 0.0% | 0.0% | 40 | +9,108 | 17.73% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 44,200 | 335 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 41,100 | 311 | 0.0% | 0.0% | 42 | +1,700 | 4.31% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 52,997 | 305 | 0.0% | 0.0% | 43 | +9,905 | 22.99% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 40,825 | 235 | 0.0% | 0.0% | 44 | +2,030 | 5.23% | Q1 2026 | May 12, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 39,086 | 225 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 34,909 | 202 | 0.0% | 0.0% | 46 | +3,434 | 10.91% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 31,707 | 182 | 0.01% | 0.01% | 47 | +2,700 | 9.31% | Q1 2026 | May 07, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 16,846 | 180 | 0.01% | 0.01% | 48 | -2,637 | -13.53% | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Added to | 30,097 | 173 | 0.03% | 0.03% | 49 | +10,270 | 51.8% | Q1 2026 | Apr 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 27,452 | 158 | 0.0% | 0.0% | 50 | +3,045 | 12.48% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 26,207 | 150 | 0.0% | 0.0% | 51 | -12,410 | -32.14% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 24,519 | 141 | 0.0% | 0.0% | 52 | -216 | -0.87% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 23,620 | 136 | 0.01% | 0.01% | 53 | -2,133 | -8.28% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,452 | 129 | 0.0% | 0.0% | 55 | -212,377 | -90.44% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 22,524 | 129 | 0.0% | 0.0% | 54 | -1,473 | -6.14% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 22,023 | 126 | 0.0% | 0.0% | 56 | +1,387 | 6.72% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,100 | 115 | 0.0% | 0.0% | 58 | -104,226 | -83.83% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | Reduced | 20,000 | 115 | 0.01% | 0.01% | 57 | -11,550 | -36.61% | Q1 2026 | May 18, 2026 |
| UBS Group AG | History | Reduced | 18,362 | 105 | 0.0% | 0.0% | 60 | -3,965 | -17.76% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 18,244 | 105 | 0.0% | 0.0% | 59 | +3,032 | 19.93% | Q1 2026 | Apr 16, 2026 |
| Legato Capital Management LLC | History | New | 17,978 | 103 | 0.01% | — | 61 | +17,978 | New | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | New | 17,978 | 103 | 0.02% | — | 62 | +17,978 | New | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 16,537 | 95 | 0.0% | — | 63 | +16,537 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 16,258 | 93 | 0.0% | 0.0% | 64 | -38,489 | -70.3% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 14,900 | 85 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | New | 14,622 | 84 | 0.0% | — | 66 | +14,622 | New | Q1 2026 | Apr 21, 2026 |
| Metis Global Partners, LLC | History | Reduced | 14,578 | 83 | 0.0% | 0.0% | 68 | -9,997 | -40.68% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 14,434 | 83 | 0.0% | 0.0% | 67 | +3,200 | 28.48% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 13,419 | 77 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 13,337 | 76 | 0.0% | 0.0% | 70 | +8,791 | 193.38% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 12,309 | 70 | 0.0% | — | 71 | +12,309 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 12,065 | 69 | 0.0% | 0.0% | 72 | +483 | 4.17% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 11,346 | 65 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 10,393 | 59 | 0.06% | 0.08% | 74 | +325 | 3.23% | Q1 2026 | Apr 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,114 | 58 | 0.0% | 0.0% | 75 | -1,347 | -11.75% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,916 | 51 | 0.0% | 0.0% | 76 | +204 | 2.34% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,513 | 43 | 0.0% | — | 77 | +7,513 | New | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 6,555 | 38 | 0.0% | 0.0% | 78 | -1,143 | -14.85% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,105 | 35 | 0.0% | 0.0% | 79 | +2,850 | 87.56% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 5,944 | 34 | 0.0% | 0.0% | 80 | -1,215 | -16.97% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,493 | 31 | 0.0% | 0.0% | 81 | +200 | 3.78% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,260 | 30 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,347 | 25 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 3,816 | 21 | 0.0% | 0.0% | 84 | -24,687 | -86.61% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 3,600 | 20 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,000 | 17 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,011 | 17 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,138 | 12 | 0.0% | 0.0% | 89 | +1,550 | 263.61% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,189 | 12 | 0.0% | 0.0% | 88 | +802 | 57.82% | Q1 2026 | Apr 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,000 | 11 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,800 | 10 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | No change | 1,757 | 10 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,684 | 9 | 0.0% | 0.0% | 94 | +97 | 6.11% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,564 | 9 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WealthCollab, LLC | History | Reduced | 1,484 | 8 | 0.0% | 0.01% | 95 | -673 | -31.2% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 884 | 5 | 0.0% | — | 97 | +884 | New | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 991 | 5 | 0.0% | 0.0% | 96 | -135 | -11.99% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 775 | 4 | 0.0% | 0.0% | 101 | -954 | -55.18% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 851 | 4 | 0.0% | 0.0% | 98 | -879 | -50.81% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | New | 850 | 4 | 0.0% | — | 104 | +850 | New | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 788 | 4 | 0.0% | 0.0% | 103 | -372 | -32.07% | Q1 2026 | Apr 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 586 | 4 | 0.0% | 0.0% | 99 | -354 | -37.66% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 850 | 4 | 0.0% | 0.0% | 102 | -17 | -1.96% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 714 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 606 | 3 | 0.0% | 0.0% | 105 | -450 | -42.61% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Reduced | 448 | 2 | 0.0% | 0.0% | 106 | -351 | -43.93% | Q1 2026 | May 21, 2026 |
| Covestor Ltd | History | Reduced | 116 | 1 | 0.0% | 0.0% | 109 | -1,024 | -89.82% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | Reduced | 192 | 1 | 0.0% | 0.0% | 107 | -136 | -41.46% | Q1 2026 | Jun 02, 2026 |
| AlphaQuest LLC | History | No change | 146 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -152,439 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -75,226 | -100.0% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -63,686 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,603 | -100.0% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21,258 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,657 | -100.0% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,899 | -100.0% | Q1 2026 | May 11, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,130 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,000 | -100.0% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,906 | -100.0% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,760 | -100.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,636 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -575 | -100.0% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | New | 165 | 0 | — | — | — | +165 | New | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 97 | 0 | — | — | — | +97 | New | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | New | 87 | 0 | — | — | — | +87 | New | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Reduced | 154 | 0 | — | 0.0% | — | -85 | -35.56% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 27 | 0 | — | — | — | -82 | -75.23% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 128 | 0 | — | — | — | +79 | 161.22% | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -67 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | — | — | -41 | -82.0% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 111 | 0 | — | — | — | +39 | 54.17% | Q1 2026 | May 14, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 51 | 0 | — | — | — | +27 | 112.5% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 44 | 0 | — | — | — | +22 | 100.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 88 | 0 | — | — | — | -21 | -19.27% | Q1 2026 | May 07, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 48 | 0 | — | — | — | +10 | 26.32% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |