TaskUs, Inc. - TASK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PharVision Advisers, LLC | History | New | 11,056 | 51,742 | 0.98% | — | 1 | +11,056 | New | Q2 2026 | Aug 11, 2026 |
| Blackstone Inc. | History | No change | 10,094,674 | 47,243 | 0.14% | 0.26% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Think Investments LP | History | Reduced | 3,512,150 | 16,436 | 1.94% | 3.29% | 3 | -222,515 | -5.96% | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | History | Added to | 2,301,712 | 10,772 | 0.28% | 0.39% | 4 | +212,947 | 10.19% | Q2 2026 | Aug 14, 2026 |
| Dalton Investments, Inc. | History | Added to | 2,127,195 | 9,955 | 8.97% | 9.86% | 5 | +609,411 | 40.15% | Q2 2026 | Aug 11, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Added to | 1,125,000 | 5,265 | 0.01% | 0.01% | 6 | +603,800 | 115.85% | Q2 2026 | Aug 12, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 917,725 | 4,294 | 0.01% | 0.01% | 7 | +695,601 | 313.16% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 753,306 | 3,525 | 0.0% | 0.0% | 8 | -1,026 | -0.14% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 690,840 | 3,233 | 0.0% | 0.0% | 9 | +11,981 | 1.76% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 514,770 | 2,409 | 0.0% | — | 10 | +514,770 | New | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | Reduced | 439,541 | 2,057 | 0.0% | 0.01% | 11 | -920,990 | -67.69% | Q2 2026 | Jul 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 359,467 | 1,682 | 0.0% | 0.0% | 12 | -363,904 | -50.31% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 332,411 | 1,555 | 0.0% | 0.0% | 13 | -12,706 | -3.68% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 329,563 | 1,542 | 0.0% | 0.0% | 14 | +236,280 | 253.29% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | New | 325,847 | 1,524 | 0.0% | — | 15 | +325,847 | New | Q2 2026 | Aug 11, 2026 |
| CLARK ESTATES INC/NY | History | No change | 310,500 | 1,453 | 0.34% | 0.5% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 284,160 | 1,329 | 0.0% | 0.0% | 17 | -149,986 | -34.55% | Q2 2026 | Aug 14, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | New | 240,600 | 1,126 | 0.38% | — | 18 | +240,600 | New | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 206,322 | 966 | 0.0% | 0.0% | 19 | -20,193 | -8.91% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | New | 191,636 | 896 | 0.01% | — | 20 | +191,636 | New | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 147,502 | 690 | 0.03% | 0.04% | 21 | +70,294 | 91.04% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 145,417 | 680 | 0.0% | 0.0% | 22 | +31,547 | 27.7% | Q2 2026 | Sep 02, 2026 |
| Trexquant Investment LP | History | New | 136,582 | 639 | 0.0% | — | 23 | +136,582 | New | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 135,585 | 634 | 0.0% | 0.0% | 24 | +99,359 | 274.28% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 132,000 | 617 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 120,725 | 564 | 0.0% | 0.0% | 26 | +51,536 | 74.49% | Q2 2026 | Aug 11, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 118,931 | 556 | 0.03% | 0.03% | 27 | +40,000 | 50.68% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 112,655 | 527 | 0.0% | 0.0% | 28 | +63,790 | 130.54% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 110,490 | 517 | 0.0% | 0.0% | 29 | +686 | 0.62% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 104,834 | 490 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 103,476 | 484 | 0.0% | — | 31 | +103,476 | New | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | Reduced | 91,224 | 426 | 0.04% | 0.06% | 32 | -26,614 | -22.59% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 88,451 | 413 | 0.0% | — | 33 | +88,451 | New | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 86,165 | 403 | 0.0% | — | 34 | +86,165 | New | Q2 2026 | Aug 13, 2026 |
| VARCOV Co. | History | Reduced | 85,797 | 401 | 0.15% | 0.43% | 35 | -86,350 | -50.16% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 81,501 | 381 | 0.0% | 0.0% | 36 | -19,329 | -19.17% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Added to | 81,388 | 380 | 0.01% | 0.01% | 37 | +10,485 | 14.79% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 67,551 | 316 | 0.0% | 0.0% | 38 | -15,061 | -18.23% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 62,569 | 292 | 0.0% | 0.0% | 39 | +9,243 | 17.33% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 59,700 | 279 | 0.0% | 0.0% | 40 | +23,700 | 65.83% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 55,984 | 262 | 0.0% | 0.0% | 41 | -11,978 | -17.62% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 55,626 | 260 | 0.0% | 0.0% | 42 | +882 | 1.61% | Q2 2026 | Aug 06, 2026 |
| Counterpoint Mutual Funds LLC | History | Added to | 54,628 | 255 | 0.03% | 0.03% | 43 | +25,000 | 84.38% | Q2 2026 | Jul 20, 2026 |
| FourWorld Capital Management LLC | History | Reduced | 46,374 | 217 | 0.2% | 0.34% | 44 | -53,626 | -53.63% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 45,484 | 212 | 0.0% | — | 45 | +45,484 | New | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 41,653 | 194 | 0.0% | 0.0% | 46 | +5,278 | 14.51% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 39,758 | 186 | 0.0% | 0.0% | 47 | -39,151 | -49.62% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 38,158 | 178 | 0.0% | 0.0% | 48 | -4,042 | -9.58% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Reduced | 37,299 | 174 | 0.0% | 0.0% | 49 | -7,514 | -16.77% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 35,753 | 167 | 0.0% | 0.0% | 50 | -60,121 | -62.71% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 35,053 | 164 | 0.0% | 0.0% | 51 | -34,899 | -49.89% | Q2 2026 | Aug 12, 2026 |
| Brooklyn Investment Group | History | No change | 22,908 | 153 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | Reduced | 31,793 | 148 | 0.01% | 0.01% | 53 | -719 | -2.21% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | New | 31,527 | 147 | 0.0% | — | 54 | +31,527 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 21,760 | 146 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,447 | 138 | 0.0% | 0.0% | 56 | +1,240 | 4.4% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 26,032 | 121 | 0.01% | — | 57 | +26,032 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 24,059 | 112 | 0.0% | 0.0% | 58 | -31,034 | -56.33% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | New | 23,538 | 110 | 0.0% | — | 59 | +23,538 | New | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 22,009 | 103 | 0.0% | 0.0% | 60 | +5,394 | 32.46% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | New | 21,653 | 101 | 0.0% | — | 61 | +21,653 | New | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 21,583 | 101 | 0.0% | — | 62 | +21,583 | New | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | New | 21,510 | 100 | 0.02% | — | 63 | +21,510 | New | Q2 2026 | Aug 10, 2026 |
| Symmetry Partners, LLC | History | New | 20,905 | 97 | 0.0% | — | 64 | +20,905 | New | Q2 2026 | Jul 23, 2026 |
| One68 Global Capital, LLC | History | New | 20,000 | 93 | 0.2% | — | 65 | +20,000 | New | Q2 2026 | Aug 17, 2026 |
| Alamar Capital Management, LLC | History | No change | 17,000 | 79 | 0.04% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jain Global LLC | History | Reduced | 14,940 | 69 | 0.0% | 0.0% | 67 | -1,628 | -9.83% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | New | 14,103 | 66 | 0.03% | — | 68 | +14,103 | New | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,842 | 64 | 0.0% | — | 69 | +13,842 | New | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,600 | 63 | 0.0% | 0.0% | 70 | -8,400 | -38.18% | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | Reduced | 12,958 | 60 | 0.09% | 0.11% | 71 | -5,194 | -28.61% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,960 | 59 | 0.0% | 0.0% | 72 | +208 | 1.93% | Q2 2026 | Jul 15, 2026 |
| HUB Investment Partners, LLC | History | New | 10,885 | 50 | 0.0% | — | 73 | +10,885 | New | Q2 2026 | Jul 31, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 10,000 | 46 | 0.0% | 0.0% | 75 | -10,000 | -50.0% | Q2 2026 | Aug 10, 2026 |
| Rangeley Capital, LLC | History | No change | 10,000 | 46 | 0.04% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 8,646 | 40 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,656 | 40 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 6,477 | 30 | 0.0% | 0.0% | 78 | -10,148 | -61.04% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6,430 | 30 | 0.0% | 0.0% | 79 | +601 | 10.31% | Q2 2026 | Aug 07, 2026 |
| WealthCollab, LLC | History | New | 6,121 | 28 | 0.01% | — | 80 | +6,121 | New | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,045 | 18 | 0.0% | 0.0% | 81 | +3,872 | 2238.15% | Q2 2026 | Jul 17, 2026 |
| FNY Investment Advisers, LLC | History | No change | 3,500 | 16 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITIGROUP INC | History | Added to | 3,294 | 15 | 0.0% | 0.0% | 83 | +1,187 | 56.34% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,181 | 14 | 0.0% | 0.0% | 84 | +2,718 | 587.04% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,533 | 11 | 0.0% | 0.0% | 85 | +1,991 | 367.34% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,288 | 10 | 0.0% | 0.0% | 86 | +88 | 4.0% | Q2 2026 | Aug 14, 2026 |
| Banque Transatlantique SA | History | No change | 2,038 | 9 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,547 | 8 | 0.0% | 0.0% | 88 | +264 | 20.58% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,522 | 7 | 0.0% | — | 89 | +1,522 | New | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 1,271 | 5 | 0.0% | — | 90 | +1,182 | 1328.09% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | New | 940 | 4 | 0.0% | — | 91 | +940 | New | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 833 | 3 | 0.0% | 0.0% | 92 | +69 | 9.03% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 613 | 2 | 0.0% | 0.0% | 93 | -3,538 | -85.23% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | New | 318 | 1 | 0.0% | — | 95 | +318 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 247 | 1 | 0.0% | 0.0% | 94 | -59 | -19.28% | Q2 2026 | Jul 20, 2026 |
| Medina Value Partners, LLC | History | Closed out | 0 | 0 | — | 2.41% | — | -1,712,806 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -725,086 | -100.0% | Q2 2026 | Jul 31, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Closed out | 0 | 0 | — | 0.2% | — | -235,000 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -172,083 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -113,300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -111,098 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -106,475 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,977 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Watershed Asset Management, L.L.C. | History | Closed out | 0 | 0 | — | 0.32% | — | -46,422 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -42,708 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,599 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -31,144 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,224 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,052 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,808 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,078 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 137 | 0 | — | 0.02% | — | -13,836 | -99.02% | Q2 2026 | Aug 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,794 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,967 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,550 | -100.0% | Q2 2026 | Aug 14, 2026 |
| T3 Companies, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,000 | -100.0% | Q2 2026 | Jul 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,800 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -879 | -100.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -840 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -730 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q2 2026 | Jul 29, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -138 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Avion Wealth | History | New | 102 | 0 | — | — | — | +102 | New | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 184 | 0 | — | — | — | +99 | 116.47% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -89 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -84 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 78 | 0 | — | — | — | +54 | 225.0% | Q2 2026 | Jul 07, 2026 |
| Kilter Group LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 30 | 0 | — | — | — | -21 | -41.18% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 71 | 0 | — | — | — | -21 | -22.83% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 124 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |