SelectQuote, Inc. - SLQT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SMH CAPITAL ADVISORS INC | History | Reduced | 116,337 | 47,116 | 0.18% | 0.38% | 1 | -319 | -0.27% | Q3 2026 | Oct 29, 2026 |
| ABRAMS BISON INVESTMENTS, LLC | History | No change | 7,910,794 | 6,653 | 0.32% | 0.32% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 6,553,063 | 5,511 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,110,257 | 5,138 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,468,729 | 2,076 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,357,276 | 1,982 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,182,553 | 1,835 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,166,988 | 1,822 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,148,653 | 1,807 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | No change | 1,969,167 | 1,656 | 0.17% | 0.17% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,746,671 | 1,469 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,649,948 | 1,387 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 1,335,569 | 1,123 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,199,960 | 1,009 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,176,775 | 989 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 1,124,580 | 945 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 1,006,148 | 846 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truffle Hound Capital, LLC | History | No change | 1,000,000 | 841 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 937,604 | 788 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 823,271 | 692 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 812,648 | 683 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 803,155 | 675 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 708,917 | 596 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Squarepoint Ops LLC | History | No change | 637,242 | 535 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 633,832 | 533 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 548,012 | 460 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 519,699 | 437 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 1,035,000 | 419 | 0.1% | 0.22% | 28 | -20,500 | -1.94% | Q3 2026 | Oct 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 492,174 | 413 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GatePass Capital, LLC | History | No change | 481,400 | 404 | 0.15% | 0.15% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Occam Crest Management LP | History | No change | 550,000 | 381 | 0.2% | 0.2% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 400,523 | 336 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 391,568 | 329 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 391,312 | 329 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 389,716 | 327 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 351,456 | 295 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 340,381 | 286 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eversept Partners, LP | History | No change | 319,788 | 268 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 291,568 | 245 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 594,119 | 240 | 0.0% | 0.0% | 40 | -147,925 | -19.93% | Q3 2026 | Nov 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 276,281 | 232 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 257,344 | 216 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 254,970 | 214 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 252,490 | 212 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 520,236 | 211 | 0.0% | 0.0% | 45 | -182,091 | -25.93% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 249,293 | 209 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BARCLAYS PLC | History | No change | 247,663 | 208 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 249,521 | 208 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 240,167 | 201 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 216,933 | 182 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 212,033 | 178 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 200,000 | 168 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 208,272 | 166 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 173,563 | 145 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 169,800 | 142 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 322,580 | 130 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 152,774 | 128 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 146,509 | 123 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 145,731 | 122 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 141,861 | 119 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 138,166 | 116 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 132,923 | 111 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 122,430 | 101 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 100,000 | 84 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 99,650 | 83 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 97,583 | 82 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ground Swell Capital, LLC | History | No change | 88,903 | 74 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 181,939 | 73 | 0.0% | 0.0% | 68 | +153,562 | 541.15% | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 87,213 | 73 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Summit Financial, LLC | History | No change | 79,625 | 66 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 73,682 | 61 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 70,256 | 59 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 67,745 | 56 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Persistent Asset Partners Ltd | History | No change | 67,429 | 56 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 66,439 | 55 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| IMC-Chicago, LLC | History | No change | 64,872 | 54 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fragasso Financial Advisors Inc | History | New | 150,000 | 53 | 0.0% | — | 78 | +150,000 | New | Q3 2026 | Oct 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 63,324 | 53 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 62,237 | 52 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 62,709 | 52 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 60,136 | 50 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 56,908 | 47 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 56,402 | 47 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 49,545 | 41 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 48,239 | 40 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 43,518 | 36 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 40,000 | 33 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 80,785 | 32 | 0.0% | 0.0% | 88 | +33,462 | 70.71% | Q3 2026 | Nov 02, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 35,000 | 29 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 33,500 | 28 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hamilton Wealth, LLC | History | No change | 30,000 | 25 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 29,760 | 25 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 27,688 | 23 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 28,480 | 23 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 55,700 | 22 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,000 | 21 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 25,958 | 21 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 47,500 | 19 | 0.0% | 0.0% | 98 | +7,300 | 18.16% | Q3 2026 | Nov 03, 2026 |
| Financial Partners Group, Inc | History | Reduced | 43,859 | 17 | 0.0% | 0.0% | 101 | -1,300 | -2.88% | Q3 2026 | Oct 19, 2026 |
| Focus Partners Wealth | History | No change | 20,249 | 17 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 20,605 | 17 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 17,930 | 15 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 18,151 | 15 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 17,056 | 14 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 17,586 | 14 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 17,500 | 13 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 15,750 | 13 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 16,224 | 13 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 15,867 | 13 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 14,770 | 12 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 29,000 | 11 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 13,811 | 11 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 13,527 | 11 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 13,490 | 11 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 12,020 | 10 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 12,100 | 10 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 10,853 | 9 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JMN Financial LLC | History | No change | 11,263 | 9 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 10,565 | 8 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 10,213 | 8 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 17,990 | 7 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,043 | 6 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,741 | 5 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 6,590 | 5 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,915 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 3,956 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plan Group Financial, LLC | History | No change | 11,359 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,546 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,492 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -47,856 | -100.0% | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,799 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,872 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,258 | -100.0% | Q3 2026 | Oct 19, 2026 |
| State of Alaska, Department of Revenue | History | Closed out | 0 | 0 | — | 0.0% | — | -7,272 | -100.0% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 568 | 0 | — | 0.0% | — | -3,878 | -87.22% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Reduced | 798 | 0 | — | 0.0% | — | -2,337 | -74.55% | Q3 2026 | Oct 14, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -1,512 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 62 | 0 | — | 0.0% | — | -1,405 | -95.77% | Q3 2026 | Oct 08, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -763 | -100.0% | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Reduced | 272 | 0 | — | — | — | -605 | -68.99% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 63 | 0 | — | — | — | -461 | -87.98% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 726 | 0 | — | — | — | +400 | 122.7% | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -351 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 73 | 0 | — | — | — | -341 | -82.37% | Q3 2026 | Oct 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -105 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -79 | -100.0% | Q3 2026 | Oct 26, 2026 |
| CITIGROUP INC | History | Reduced | 1 | 0 | — | — | — | -21 | -95.45% | Q3 2026 | Nov 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 681 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 240 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,500 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 163 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 600 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JPL Wealth Management, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 312 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |