Latham Group, Inc. - SWIM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pamplona Capital Management, LLC | History | No change | 51,845,685 | 335,441 | 92.84% | 92.84% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 11,364,049 | 73,525 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACK Asset Management LLC | History | No change | 5,660,000 | 36,620 | 4.28% | 4.28% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,145,608 | 25,826 | 0.0% | 0.0% | 4 | +353,756 | 9.33% | Q3 2026 | Nov 04, 2026 |
| BlackRock, Inc. | History | No change | 3,637,085 | 23,531 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 3,340,116 | 21,610 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,386,177 | 21,095 | 0.07% | 0.09% | 7 | -706,731 | -17.27% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,244,614 | 14,522 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,863,932 | 11,612 | 0.09% | 0.11% | 9 | -660,427 | -26.16% | Q3 2026 | Oct 13, 2026 |
| FORMULA GROWTH LTD | History | No change | 1,375,082 | 8,896 | 3.13% | 3.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,338,354 | 8,660 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,303,746 | 8,435 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Onex Canada Asset Management Inc. | History | No change | 1,172,434 | 7,585 | 1.17% | 1.17% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,066,158 | 6,898 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CAS Investment Partners, LLC | History | No change | 922,639 | 5,969 | 0.32% | 0.32% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 872,522 | 5,645 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roubaix Capital, LLC | History | No change | 812,601 | 5,257 | 1.88% | 1.88% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 747,843 | 4,838 | 0.24% | 0.24% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 595,323 | 3,851 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 574,790 | 3,718 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 558,700 | 3,614 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 529,204 | 3,423 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 506,775 | 3,278 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CenterBook Partners LP | History | Reduced | 483,092 | 3,009 | 0.14% | 0.28% | 24 | -395,558 | -45.02% | Q3 2026 | Nov 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 452,900 | 2,930 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 436,136 | 2,821 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 419,078 | 2,711 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 351,654 | 2,275 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BloombergSen Inc. | History | No change | 329,187 | 2,129 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kennondale Capital Management LLC | History | No change | 322,229 | 2,084 | 1.39% | 1.39% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 316,640 | 2,048 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 297,733 | 1,926 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 227,040 | 1,468 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 212,630 | 1,375 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | No change | 211,459 | 1,368 | 0.71% | 0.71% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 151,073 | 977 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 144,685 | 936 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 149,503 | 931 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AdviceOne Advisory Services, LLC | History | Reduced | 138,901 | 865 | 0.52% | 0.67% | 39 | -45,247 | -24.57% | Q3 2026 | Oct 19, 2026 |
| Cullen Capital Management, LLC | History | No change | 123,530 | 799 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 123,637 | 799 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AYAL Capital Advisors Ltd | History | No change | 112,188 | 725 | 0.2% | 0.2% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 110,566 | 715 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 100,972 | 653 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 100,972 | 653 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 103,684 | 645 | 0.01% | 0.01% | 46 | +656 | 0.64% | Q3 2026 | Oct 15, 2026 |
| Inspire Investing, LLC | History | New | 102,450 | 638 | 0.03% | — | 47 | +102,450 | New | Q3 2026 | Oct 22, 2026 |
| Invesco Ltd. | History | No change | 97,709 | 632 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 93,900 | 607 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 91,853 | 572 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 87,493 | 566 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 84,802 | 548 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 83,807 | 542 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 83,582 | 540 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 80,304 | 500 | 0.01% | 0.01% | 55 | +1,660 | 2.11% | Q3 2026 | Oct 22, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 63,152 | 408 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 62,852 | 406 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 62,050 | 401 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 58,290 | 377 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 70,064 | 376 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 54,904 | 355 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELCO Management Co., LLC | History | Reduced | 55,229 | 344 | 0.16% | 0.22% | 62 | -23,114 | -29.5% | Q3 2026 | Oct 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 50,907 | 329 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 50,537 | 326 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 52,290 | 325 | 0.0% | 0.0% | 65 | +28,316 | 118.11% | Q3 2026 | Nov 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 45,167 | 292 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 44,234 | 286 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 43,384 | 280 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 39,556 | 255 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 39,041 | 253 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gem Investment Advisors, LLC | History | No change | 37,338 | 241 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 35,349 | 228 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 34,305 | 221 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 34,192 | 221 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 30,715 | 198 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 27,483 | 177 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 26,830 | 173 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 25,702 | 166 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plancorp, LLC | History | No change | 21,814 | 159 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 23,753 | 153 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 23,563 | 153 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,165 | 141 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 21,288 | 137 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MQS Management LLC | History | No change | 19,117 | 123 | 0.15% | 0.15% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 18,838 | 121 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,145 | 117 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,842 | 115 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 16,500 | 106 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 16,000 | 103 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,770 | 102 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 15,506 | 100 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 15,717 | 97 | 0.0% | 0.0% | 92 | +2,808 | 21.75% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 13,059 | 84 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | New | 13,371 | 83 | 0.0% | — | 94 | +13,371 | New | Q3 2026 | Oct 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,487 | 80 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 12,817 | 79 | 0.0% | 0.0% | 96 | -17,021 | -57.04% | Q3 2026 | Nov 04, 2026 |
| Centiva Capital, LP | History | No change | 12,053 | 77 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,328 | 73 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Olympiad Research LP | History | New | 11,412 | 71 | 0.09% | — | 101 | +11,412 | New | Q3 2026 | Nov 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,063 | 71 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 11,100 | 71 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,695 | 69 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 10,400 | 67 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Reduced | 10,085 | 62 | 0.0% | 0.01% | 104 | -1,432 | -12.43% | Q3 2026 | Oct 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,000 | 58 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 8,409 | 54 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,301 | 53 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 6,705 | 41 | 0.0% | 0.0% | 108 | +448 | 7.16% | Q3 2026 | Oct 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,588 | 29 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 4,148 | 26 | 0.02% | 0.03% | 110 | -2,638 | -38.87% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,473 | 22 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,737 | 17 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 1,398 | 9 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,127 | 7 | 0.0% | 0.0% | 114 | +83 | 7.95% | Q3 2026 | Oct 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,000 | 6 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 663 | 4 | 0.0% | 0.0% | 116 | +69 | 11.62% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 601 | 3 | 0.0% | 0.0% | 118 | +354 | 143.32% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 474 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 586 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 329 | 2 | 0.0% | 0.0% | 121 | +129 | 64.5% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 380 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 180 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 289 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Graney & King, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 300 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -24,705 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 152 | 0 | — | 0.0% | — | -253 | -62.47% | Q3 2026 | Oct 08, 2026 |
| Ascentis Wealth Management, LLC | History | New | 84 | 0 | — | — | — | +84 | New | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | New | 70 | 0 | — | — | — | +70 | New | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 89 | 0 | — | — | — | +39 | 78.0% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 10 | 0 | — | — | — | -20 | -66.67% | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 4 | 0 | — | — | — | -17 | -80.95% | Q3 2026 | Oct 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 110 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |