Sleep Number Corp - SNBR
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 GROUP INC | History | No change | 1,227,748 | 10,386 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STADIUM CAPITAL MANAGEMENT LLC | History | No change | 2,616,459 | 4,696 | 11.56% | 25.64% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 1,767,445 | 3,172 | 0.69% | 2.13% | 3 | +621,833 | 54.28% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 1,371,804 | 2,462 | 0.0% | 0.0% | 4 | -68,991 | -4.79% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,154,388 | 2,072 | 0.0% | 0.0% | 5 | +33,143 | 2.96% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 920,066 | 1,651 | 0.0% | — | 6 | +920,066 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 806,416 | 1,443 | 0.0% | — | 7 | +806,416 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 745,460 | 1,338 | 0.0% | 0.0% | 8 | +658,893 | 761.14% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 743,168 | 1,333 | 0.0% | 0.0% | 9 | +637,349 | 602.3% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 695,281 | 1,248 | 0.0% | 0.0% | 10 | +36,999 | 5.62% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 624,287 | 1,120 | 0.0% | 0.02% | 11 | +3,988 | 0.64% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 521,469 | 936 | 0.0% | 0.0% | 12 | +19,429 | 3.87% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 453,938 | 814 | 0.0% | 0.0% | 13 | -2,689 | -0.59% | Q1 2026 | May 15, 2026 |
| Invenomic Capital Management LP | History | Reduced | 449,934 | 807 | 0.04% | 0.19% | 14 | -33,916 | -7.01% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 441,100 | 791 | 0.01% | 0.03% | 15 | +198,300 | 81.67% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 420,060 | 754 | 0.0% | 0.0% | 16 | +217,629 | 107.51% | Q1 2026 | May 05, 2026 |
| Allianz Asset Management GmbH | History | Added to | 374,830 | 672 | 0.0% | 0.0% | 17 | +98,487 | 35.64% | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 62,593 | 529 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Archon Capital Management LLC | History | New | 225,600 | 404 | 0.23% | — | 19 | +225,600 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 215,817 | 388 | 0.0% | 0.0% | 20 | +3,024 | 1.42% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 45,500 | 384 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Divisadero Street Capital Management, LP | History | Added to | 190,473 | 341 | 0.01% | 0.06% | 22 | +34,375 | 22.02% | Q1 2026 | May 15, 2026 |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP | History | Reduced | 179,400 | 322 | 0.32% | 1.44% | 23 | -60,100 | -25.09% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 173,253 | 310 | 0.0% | 0.0% | 24 | +75,469 | 77.18% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 165,503 | 297 | 0.0% | 0.0% | 25 | -182,001 | -52.37% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 163,281 | 293 | 0.0% | — | 26 | +163,281 | New | Q1 2026 | May 08, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 163,141 | 292 | 0.06% | 0.32% | 27 | -20,572 | -11.2% | Q1 2026 | May 08, 2026 |
| Engineers Gate Manager LP | History | New | 161,571 | 290 | 0.0% | — | 28 | +161,571 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 156,870 | 281 | 0.0% | 0.0% | 29 | +2,394 | 1.55% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 144,785 | 259 | 0.0% | 0.0% | 30 | -31,377 | -17.81% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 141,630 | 254 | 0.0% | — | 31 | +141,630 | New | Q1 2026 | May 08, 2026 |
| CastleKnight Management LP | History | No change | 139,222 | 249 | 0.0% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RIHO Partners, LLC | History | Added to | 138,389 | 248 | 0.16% | 0.7% | 33 | +7,432 | 5.68% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 135,212 | 242 | 0.0% | 0.0% | 34 | +112,617 | 498.42% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 26,340 | 222 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Added to | 114,982 | 206 | 0.0% | 0.0% | 36 | +81,812 | 246.64% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 113,398 | 203 | 0.0% | 0.0% | 37 | +4,953 | 4.57% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 105,412 | 189 | 0.0% | 0.0% | 38 | -2,024,464 | -95.05% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 103,764 | 186 | 0.0% | 0.0% | 39 | -1,057 | -1.01% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 99,511 | 178 | 0.0% | — | 40 | +99,511 | New | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 96,888 | 173 | 0.0% | 0.0% | 41 | -138,486 | -58.84% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | No change | 90,138 | 161 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 88,375 | 158 | 0.0% | 0.0% | 43 | +30,835 | 53.59% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 87,687 | 157 | 0.0% | 0.0% | 44 | +16,034 | 22.38% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 86,915 | 156 | 0.0% | — | 45 | +86,915 | New | Q1 2026 | May 15, 2026 |
| IPG Investment Advisors LLC | History | Added to | 83,056 | 149 | 0.03% | 0.11% | 46 | +7,432 | 9.83% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 72,346 | 129 | 0.0% | 0.0% | 47 | -15,229 | -17.39% | Q1 2026 | May 15, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 70,211 | 126 | 0.08% | 0.53% | 48 | -41,186 | -36.97% | Q1 2026 | Apr 24, 2026 |
| Disciplined Investors, L.L.C. | History | New | 70,024 | 125 | 0.07% | — | 49 | +70,024 | New | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 65,503 | 118 | 0.0% | 0.0% | 50 | +7,300 | 12.54% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 65,034 | 116 | 0.0% | 0.0% | 51 | -2,546 | -3.77% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 58,503 | 105 | 0.0% | 0.0% | 52 | -133,430 | -69.52% | Q1 2026 | May 12, 2026 |
| Graham Capital Management, L.P. | History | Added to | 57,770 | 103 | 0.0% | 0.01% | 53 | +14,379 | 33.14% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 53,938 | 96 | 0.0% | 0.0% | 54 | -1,221 | -2.21% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 46,005 | 82 | 0.0% | 0.0% | 55 | +301 | 0.66% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 45,131 | 81 | 0.0% | 0.0% | 56 | +333 | 0.74% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 44,638 | 80 | 0.01% | 0.0% | 57 | +43,766 | 5019.04% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 43,374 | 77 | 0.0% | 0.0% | 58 | +5,714 | 15.17% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 40,535 | 72 | 0.0% | 0.0% | 59 | +4,688 | 13.08% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 40,101 | 71 | 0.0% | 0.0% | 60 | -62,800 | -61.03% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 37,200 | 66 | 0.0% | — | 62 | +37,200 | New | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,909 | 66 | 0.0% | 0.0% | 61 | +10,636 | 40.48% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 34,352 | 62 | 0.0% | — | 64 | +34,352 | New | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 35,000 | 62 | 0.0% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 29,935 | 53 | 0.0% | — | 66 | +29,935 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 29,965 | 53 | 0.0% | 0.0% | 65 | +18,509 | 161.57% | Q1 2026 | May 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 27,276 | 48 | 0.0% | 0.02% | 67 | -104,045 | -79.23% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 25,802 | 46 | 0.0% | 0.0% | 68 | -1,728 | -6.28% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 22,432 | 40 | 0.0% | — | 70 | +22,432 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 22,214 | 40 | 0.0% | 0.0% | 69 | -118 | -0.53% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 22,100 | 39 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Quadrature Capital Ltd | History | Added to | 21,448 | 38 | 0.0% | 0.0% | 72 | +6,143 | 40.14% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 20,900 | 37 | 0.0% | — | 74 | +20,900 | New | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 20,633 | 37 | 0.0% | 0.0% | 73 | +10,000 | 94.05% | Q1 2026 | Apr 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 15,135 | 27 | 0.0% | — | 75 | +15,135 | New | Q1 2026 | May 12, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 15,000 | 26 | 0.0% | 0.01% | 76 | +5,000 | 50.0% | Q1 2026 | May 05, 2026 |
| AXQ CAPITAL, LP | History | New | 14,465 | 25 | 0.0% | — | 79 | +14,465 | New | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 14,402 | 25 | 0.0% | — | 78 | +14,402 | New | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,041 | 25 | 0.0% | 0.0% | 77 | -3,000 | -17.6% | Q1 2026 | May 14, 2026 |
| DDFG, Inc | History | No change | 12,688 | 22 | 0.0% | 0.02% | 80 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Centiva Capital, LP | History | New | 11,083 | 19 | 0.0% | — | 81 | +11,083 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,326 | 16 | 0.0% | 0.0% | 83 | +6,633 | 246.31% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,938 | 16 | 0.0% | 0.0% | 84 | +204 | 2.34% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,140 | 16 | 0.0% | 0.0% | 82 | +128 | 1.6% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,539 | 15 | 0.0% | — | 87 | +8,539 | New | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Added to | 8,605 | 15 | 0.0% | 0.0% | 85 | +4,675 | 118.96% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 8,392 | 15 | 0.0% | 0.0% | 86 | +3,519 | 72.21% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,989 | 12 | 0.0% | 0.0% | 88 | -13,981 | -66.67% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,880 | 12 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,639 | 11 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HighMark Wealth Management LLC | History | No change | 5,331 | 9 | 0.0% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,964 | 7 | 0.0% | 0.0% | 92 | -198,091 | -98.04% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 3,839 | 6 | 0.0% | 0.0% | 93 | -25,120 | -86.74% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | No change | 1,848 | 3 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,108 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,000 | 2 | 0.0% | — | 96 | +1,000 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 851 | 1 | 0.0% | 0.0% | 97 | -4,978 | -85.4% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 612 | 1 | 0.0% | 0.0% | 101 | -1,087 | -63.98% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 865 | 1 | 0.0% | — | 100 | +850 | 5666.67% | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 607 | 1 | 0.0% | 0.0% | 99 | -450 | -42.57% | Q1 2026 | Apr 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 992 | 1 | 0.0% | 0.0% | 98 | -137 | -12.13% | Q1 2026 | May 15, 2026 |
| Soviero Asset Management, LP | History | Closed out | 0 | 0 | — | 0.69% | — | -170,000 | -100.0% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.06% | — | -104,751 | -100.0% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93,040 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76,300 | -100.0% | Q1 2026 | May 08, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -64,187 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 500 | 0 | — | 0.0% | — | -63,433 | -99.22% | Q1 2026 | May 14, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -52,321 | -100.0% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -29,540 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -29,438 | -100.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,811 | -100.0% | Q1 2026 | May 13, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -14,198 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,977 | -100.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,353 | -100.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -12,097 | -100.0% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 90 | 0 | — | 0.0% | — | -11,090 | -99.19% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,542 | -100.0% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,847 | -100.0% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,754 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -576 | -100.0% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -397 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -381 | -100.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | New | 222 | 0 | — | — | — | +222 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 207 | 0 | — | — | — | +200 | 2857.14% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 247 | 0 | — | — | — | +164 | 197.59% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -91 | -100.0% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -82 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 71 | 0 | — | — | — | +71 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 8 | 0 | — | — | — | -64 | -88.89% | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -59 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 262 | 0 | — | 0.0% | — | -38 | -12.67% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7 | 0 | — | — | — | -22 | -75.86% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 132 | 0 | — | 0.0% | — | -8 | -5.71% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 11 | 0 | — | — | — | +7 | 175.0% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 427 | 0 | — | 0.0% | — | -5 | -1.16% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 106 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caitlin John, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 300 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |