SI-BONE, Inc. - SIBN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
First Light Asset Management, LLC History No change 8,127,985 132,648 8.06% 8.06% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 3,676,259 59,996 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
CADIAN CAPITAL MANAGEMENT, LP History No change 3,347,574 54,632 4.13% 4.13% 3 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,510,963 40,978 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 2,077,134 33,898 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 14, 2026
Granahan Investment Management, LLC History No change 1,931,182 31,516 1.12% 1.12% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,838,499 30,004 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
Impax Asset Management Group plc History No change 1,425,010 23,256 0.15% 0.15% 8 0 0.0% Q2 2026 Aug 11, 2026
GILDER GAGNON HOWE & CO LLC History No change 1,253,042 20,449 0.21% 0.21% 9 0 0.0% Q2 2026 Aug 14, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY History No change 1,233,200 20,125 0.55% 0.55% 10 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,214,286 19,849 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 1,158,576 18,907 0.12% 0.12% 12 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,076,839 17,577 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 1,026,036 16,744 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 11, 2026
Champlain Investment Partners, LLC History No change 896,462 14,630 0.38% 0.38% 15 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 790,323 12,898 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
First Eagle Investment Management, LLC History No change 768,941 12,549 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 05, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 742,857 12,123 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 708,319 11,562 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 11, 2026
MARSHALL WACE, LLP History No change 690,288 11,265 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 585,289 9,551 0.51% 0.51% 21 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 548,287 8,948 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 441,912 7,212 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 439,161 7,167 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
HighMark Wealth Management LLC History No change 425,049 6,936 2.32% 2.32% 25 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 421,528 6,879 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 407,363 6,648 0.22% 0.22% 27 0 0.0% Q2 2026 Jul 17, 2026
ROYCE & ASSOCIATES LP History No change 395,088 6,447 0.05% 0.05% 28 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 365,000 5,956 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 364,286 5,945 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 342,784 5,594 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Parkman Healthcare Partners LLC History No change 328,686 5,364 0.55% 0.55% 32 0 0.0% Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 304,000 4,961 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD FIDUCIARY TRUST CO History No change 288,877 4,714 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 274,747 4,483 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 271,404 4,429 0.58% 0.58% 36 0 0.0% Q2 2026 Aug 06, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 269,505 4,398 0.3% 0.3% 37 0 0.0% Q2 2026 Aug 07, 2026
Pier Capital, LLC History No change 263,781 4,304 0.57% 0.57% 38 0 0.0% Q2 2026 Aug 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 253,848 4,142 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
VELA Investment Management, LLC History No change 201,094 3,281 0.71% 0.71% 40 0 0.0% Q2 2026 Aug 27, 2026
D. E. Shaw & Co., Inc. History No change 185,868 3,033 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 145,170 2,369 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 07, 2026
Bullseye Asset Management LLC History No change 144,512 2,359 1.2% 1.2% 43 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 133,141 2,173 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 131,779 2,150 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 131,414 2,144 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 130,913 2,136 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
Cinctive Capital Management LP History No change 123,517 2,015 0.07% 0.07% 48 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 121,716 1,986 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 06, 2026
Bank of New York Mellon Corp History No change 120,569 1,967 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History No change 118,128 1,927 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 100,364 1,637 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History No change 100,000 1,632 1.26% 1.26% 53 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 95,731 1,615 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
Stonepine Capital Management, LLC History No change 100,000 1,500 0.85% 0.85% 55 0 0.0% Q2 2026 Aug 17, 2026
Legato Capital Management LLC History No change 91,361 1,491 0.12% 0.12% 56 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 90,304 1,473 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 03, 2026
Swiss National Bank History No change 84,200 1,374 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 76,544 1,249 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 04, 2026
Trexquant Investment LP History No change 70,764 1,154 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 66,255 1,082 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 64,793 1,057 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Palumbo Wealth Management LLC History No change 63,166 1,030 0.22% 0.22% 63 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 62,236 1,015 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 59,736 974 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 53,874 879 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 53,645 875 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 53,074 866 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 06, 2026
ADAR1 Capital Management, LLC History No change 45,000 734 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 44,945 733 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 44,895 732 0.01% 0.01% 71 0 0.0% Q2 2026 Jul 28, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 44,543 726 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 24, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 44,100 719 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 43,946 717 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 42,068 686 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 19, 2026
WELLS FARGO & COMPANY/MN History No change 40,739 664 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 40,132 654 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
Hilton Head Capital Partners, LLC History No change 38,019 620 0.31% 0.31% 78 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 36,776 600 0.0% 0.0% 79 0 0.0% Q2 2026 Jul 24, 2026
CITADEL ADVISORS LLC History No change 34,500 563 0.0% 0.0% 80 0 0.0% Q2 2026 Sep 02, 2026
FRANKLIN RESOURCES INC History No change 34,189 557 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Perpetual Ltd History No change 33,886 553 0.01% 0.01% 82 0 0.0% Q2 2026 Jul 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 32,851 536 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 31,515 514 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
OP Asset Management Ltd History No change 30,982 505 0.01% 0.01% 85 0 0.0% Q2 2026 Jul 28, 2026
Penn Capital Management Company, LLC History No change 30,290 494 0.03% 0.03% 86 0 0.0% Q2 2026 Jul 30, 2026
Engineers Gate Manager LP History No change 29,380 479 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 36,350 459 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History No change 27,740 452 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 27,610 450 0.01% 0.01% 90 0 0.0% Q2 2026 Jul 17, 2026
ALLSTATE CORP History No change 27,526 449 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 25,814 421 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 25,650 418 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 24,658 399 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 24,276 396 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 22,578 368 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 20,253 330 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 20,237 330 0.08% 0.08% 98 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 20,134 328 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,042 327 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 18,414 300 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
LVW Advisors, LLC History No change 18,302 298 0.03% 0.03% 102 0 0.0% Q2 2026 Jul 15, 2026
Jain Global LLC History No change 17,131 279 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 16,916 276 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 16,389 267 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 16,243 265 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
INCEPTIONR LLC History No change 15,306 249 0.06% 0.06% 107 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Global Advisers, LLC History No change 14,919 243 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 13,327 217 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History No change 12,782 208 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,135 198 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 11,841 193 0.0% 0.0% 112 0 0.0% Q2 2026 Sep 09, 2026
Dynamic Technology Lab Private Ltd History No change 11,709 191 0.04% 0.04% 113 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 11,577 188 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Investment Partners, LLC History No change 11,299 184 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 07, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 11,208 182 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Investments Australia, Ltd. History No change 10,943 178 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 10,497 171 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 10,330 168 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
KLP KAPITALFORVALTNING AS History No change 8,800 143 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 8,045 131 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 7,155 116 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 6,582 107 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 5,409 88 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 10, 2026
ANTIPODES PARTNERS Ltd History No change 4,965 81 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 06, 2026
Aquatic Capital Management LLC History No change 4,874 79 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 3,992 65 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 3,880 63 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 3,173 51 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,854 46 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,719 44 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 07, 2026
State of Alaska, Department of Revenue History No change 2,687 43 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 2,644 43 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 2,616 42 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History No change 1,749 32 0.0% 0.0% 135 0 0.0% Q3 2026 Oct 01, 2026
OSAIC HOLDINGS, INC. History No change 1,503 24 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 982 16 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 778 12 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 649 10 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 550 9 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 598 9 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 515 8 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
Caitong International Asset Management Co., Ltd History No change 528 8 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 04, 2026
NISA INVESTMENT ADVISORS, LLC History No change 489 7 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 430 7 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 27, 2026
Nykredit A/S History No change 458 7 0.0% 0.0% 146 0 0.0% Q2 2026 Sep 08, 2026
EverSource Wealth Advisors, LLC History No change 289 4 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 287 4 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 17, 2026
Parallel Advisors, LLC History No change 205 3 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 157 2 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 175 2 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 165 2 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 176 2 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 22, 2026
Optiver Holding B.V. History No change 166 2 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 136 2 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 20, 2026
Quarry LP History No change 169 2 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 135 2 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 07, 2026
Essential Partners LLC History No change 163 2 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History No change 93 1 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 95 1 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 22, 2026
Covestor Ltd History No change 40 1 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 76 1 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 16, 2026
FIFTH THIRD BANCORP History No change 61 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 7 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Smartleaf Asset Management LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 57 0 — — — 0 0.0% Q2 2026 Aug 14, 2026