STRATASYS LTD. - SSYS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rubric Capital Management LP | History | No change | 8,000,000 | 68,480 | 0.63% | 0.63% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,874,194 | 50,137 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Phoenix Financial Ltd. | History | No change | 3,033,045 | 25,962 | 0.18% | 0.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 2,698,146 | 23,096 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 1,563,583 | 13,384 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,460,351 | 12,135 | 0.05% | 0.05% | 6 | +66,153 | 4.74% | Q3 2026 | Oct 28, 2026 |
| Legal & General Group Plc | History | No change | 1,222,018 | 10,460 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kopion Asset Management, LLC | History | Added to | 1,052,341 | 8,744 | 5.59% | 5.13% | 8 | +104,371 | 11.01% | Q3 2026 | Oct 09, 2026 |
| TSP Capital Management Group, LLC | History | Reduced | 1,048,350 | 8,711 | 2.19% | 2.28% | 9 | -62,700 | -5.64% | Q3 2026 | Oct 15, 2026 |
| FORMULA GROWTH LTD | History | No change | 860,000 | 7,361 | 2.59% | 2.59% | 10 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 747,134 | 6,395 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 745,713 | 6,383 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 701,899 | 6,008 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 614,466 | 5,259 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 615,764 | 5,116 | 0.06% | 0.06% | 15 | +876 | 0.14% | Q3 2026 | Oct 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 596,677 | 5,107 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ulysses Management LLC | History | No change | 555,000 | 4,750 | 0.94% | 0.94% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARK Investment Management LLC | History | No change | 512,180 | 4,384 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 500,000 | 4,155 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Nuveen, LLC | History | No change | 481,102 | 4,118 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 432,654 | 3,703 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 362,403 | 3,102 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 350,223 | 2,997 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 336,838 | 2,883 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 323,631 | 2,689 | 0.2% | 0.18% | 25 | -9,884 | -2.96% | Q3 2026 | Nov 04, 2026 |
| Trexquant Investment LP | History | No change | 311,790 | 2,668 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 325,100 | 2,662 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 304,474 | 2,606 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 309,122 | 2,568 | 0.03% | 0.06% | 29 | -191,779 | -38.29% | Q3 2026 | Oct 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 274,400 | 2,348 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 249,699 | 2,137 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 224,132 | 1,918 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 223,922 | 1,916 | 0.25% | 0.25% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 188,897 | 1,616 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 163,365 | 1,337 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 153,294 | 1,312 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 151,405 | 1,296 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | No change | 150,000 | 1,284 | 0.99% | 0.99% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | New | 138,250 | 1,148 | 0.82% | — | 39 | +138,250 | New | Q3 2026 | Nov 02, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 132,132 | 1,131 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 132,603 | 1,102 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Tidal Investments LLC | History | No change | 128,353 | 1,098 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 114,645 | 981 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 113,266 | 941 | 0.08% | — | 44 | +113,266 | New | Q3 2026 | Oct 16, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 104,584 | 895 | 0.13% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 104,020 | 890 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 103,895 | 889 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 105,661 | 878 | 0.0% | 0.0% | 48 | -25,052 | -19.17% | Q3 2026 | Nov 05, 2026 |
| Palogic Value Management, L.P. | History | No change | 100,000 | 856 | 0.28% | 0.28% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 94,116 | 782 | 0.0% | 0.0% | 50 | +3,692 | 4.08% | Q3 2026 | Nov 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 86,605 | 741 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 89,038 | 739 | 0.06% | 0.06% | 52 | +5,401 | 6.46% | Q3 2026 | Oct 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 84,041 | 719 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 77,841 | 661 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 76,382 | 653 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 74,627 | 638 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 75,950 | 631 | 0.03% | 0.03% | 57 | -5,097 | -6.29% | Q3 2026 | Oct 22, 2026 |
| Brevan Howard Capital Management LP | History | No change | 72,598 | 621 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 72,446 | 620 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 68,099 | 582 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 64,617 | 553 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 63,237 | 541 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 62,119 | 531 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 57,768 | 494 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 55,975 | 465 | 0.0% | 0.0% | 65 | +19,167 | 52.07% | Q3 2026 | Nov 04, 2026 |
| Pacer Advisors, Inc. | History | No change | 51,218 | 438 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 49,902 | 427 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 45,907 | 392 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INCEPTIONR LLC | History | No change | 44,901 | 384 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 43,396 | 371 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 39,875 | 341 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DRW Securities, LLC | History | No change | 37,751 | 323 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 34,037 | 291 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | No change | 34,034 | 282 | 0.37% | 0.61% | 74 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 32,695 | 279 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 31,601 | 270 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 27,087 | 231 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 26,797 | 224 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values First Advisors, Inc. | History | Reduced | 25,929 | 215 | 0.1% | 0.1% | 79 | -440 | -1.67% | Q3 2026 | Oct 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 23,366 | 200 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 23,120 | 198 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Entropy Technologies, LP | History | No change | 22,460 | 192 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 21,060 | 175 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 17,682 | 146 | 0.0% | 0.0% | 84 | -91,418 | -83.79% | Q3 2026 | Nov 04, 2026 |
| ProShare Advisors LLC | History | No change | 17,398 | 144 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 17,970 | 144 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,719 | 143 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Creative Planning | History | New | 15,174 | 126 | 0.0% | — | 88 | +15,174 | New | Q3 2026 | Nov 02, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 13,910 | 119 | 0.02% | 0.02% | 89 | -1,500 | -9.73% | Q3 2026 | Nov 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 13,194 | 112 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 11,615 | 99 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jain Global LLC | History | No change | 11,476 | 98 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 11,144 | 95 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Venture Partners, LLC | History | No change | 10,500 | 89 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | No change | 10,000 | 85 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STG SECURITIES, LLC | History | No change | 10,000 | 85 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teton Advisors, LLC | History | No change | 10,000 | 85 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,868 | 67 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 6,477 | 53 | 0.0% | 0.0% | 99 | +18 | 0.28% | Q3 2026 | Oct 21, 2026 |
| NFSG Corp | History | No change | 5,900 | 49 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,611 | 45 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,285 | 45 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,042 | 33 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,565 | 29 | 0.0% | 0.0% | 104 | +3,194 | 860.92% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,454 | 28 | 0.0% | 0.0% | 105 | +808 | 30.54% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,944 | 25 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Phillip James Consulting Co. | History | Reduced | 1,650 | 13 | 0.01% | 0.01% | 110 | -443 | -21.17% | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,580 | 13 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,615 | 13 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,552 | 13 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,444 | 12 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,260 | 10 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,046 | 8 | 0.0% | 0.0% | 114 | +471 | 81.91% | Q3 2026 | Nov 03, 2026 |
| Hurley Capital, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 800 | 6 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 658 | 5 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 486 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,365 | 3 | 0.0% | 0.0% | 119 | -54 | -0.29% | Q3 2026 | Oct 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 431 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 463 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 300 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 250 | 2 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 269 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 200 | 1 | 0.0% | — | 132 | +200 | New | Q3 2026 | Oct 26, 2026 |
| Laurel Wealth Advisors LLC | History | New | 150 | 1 | 0.0% | — | 131 | +150 | New | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 166 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOTCO | History | No change | 200 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 145 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 200 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 151 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Operose Advisors LLC | History | No change | 138 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RPG Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -1,138,435 | -100.0% | Q3 2026 | Oct 21, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,208 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -45,781 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,935 | -100.0% | Q3 2026 | Oct 16, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,084 | -100.0% | Q3 2026 | Oct 16, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Clark Wealth Partners | History | New | 106 | 0 | — | — | — | +106 | New | Q3 2026 | Oct 16, 2026 |
| Trust Co | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2026 | Oct 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 68 | 0 | — | — | — | +58 | 580.0% | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 47 | 0 | — | — | — | -24 | -33.8% | Q3 2026 | Oct 29, 2026 |
| Balance Wealth Partners LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Towne Trust Company, N.A | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Altshuler Shaham Ltd | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 107 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Core Capital Management & Research, inc. | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Key FInancial Inc | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basepoint Wealth LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |