TREACE MEDICAL CONCEPTS, INC. - TMCI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMISTICE CAPITAL, LLC | History | No change | 6,364,000 | 8,527 | 0.15% | 0.19% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAGNON SECURITIES LLC | History | Added to | 5,201,886 | 6,970 | 1.61% | 1.55% | 2 | +2,091,311 | 67.23% | Q1 2026 | Apr 21, 2026 |
| VANGUARD GROUP INC | History | No change | 2,273,094 | 5,569 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 3,340,023 | 4,475 | 0.0% | 0.0% | 4 | -71,115 | -2.08% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,214,293 | 4,307 | 0.0% | 0.0% | 5 | +900,071 | 38.89% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,478,830 | 3,623 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,461,507 | 1,958 | 0.0% | — | 7 | +1,461,507 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,235,518 | 1,655 | 0.0% | 0.0% | 8 | +241,327 | 24.27% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,218,353 | 1,632 | 0.0% | — | 9 | +1,218,353 | New | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,148,115 | 1,538 | 0.0% | 0.0% | 10 | -354,796 | -23.61% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 1,061,840 | 1,422 | 0.0% | — | 11 | +1,061,840 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,010,843 | 1,354 | 0.0% | 0.0% | 12 | -133,529 | -11.67% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 941,293 | 1,255 | 0.0% | 0.0% | 13 | +278,508 | 42.02% | Q1 2026 | May 13, 2026 |
| KOTLER KEVIN | History | No change | 474,365 | 1,162 | 0.27% | 0.27% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 841,269 | 1,127 | 0.0% | 0.0% | 15 | +211,139 | 33.51% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 825,575 | 1,106 | 0.0% | 0.0% | 16 | +519,669 | 169.88% | Q1 2026 | May 15, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | No change | 589,617 | 790 | 0.79% | 1.36% | 17 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Added to | 542,905 | 727 | 0.0% | 0.0% | 18 | +248,976 | 84.71% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 522,900 | 700 | 0.0% | — | 19 | +522,900 | New | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 435,893 | 584 | 0.0% | — | 20 | +435,893 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 405,903 | 543 | 0.0% | 0.0% | 21 | +12,138 | 3.08% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 398,007 | 533 | 0.03% | 0.07% | 22 | +50,252 | 14.45% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 387,685 | 519 | 0.0% | 0.0% | 23 | +198,833 | 105.29% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 357,556 | 479 | 0.0% | 0.0% | 24 | +34,614 | 10.72% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 328,839 | 440 | 0.0% | 0.0% | 25 | -23,605 | -6.7% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 318,004 | 426 | 0.0% | — | 26 | +318,004 | New | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 285,780 | 382 | 0.01% | 0.0% | 27 | +212,338 | 289.12% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 264,933 | 355 | 0.0% | — | 28 | +264,933 | New | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 263,734 | 353 | 0.0% | — | 29 | +263,734 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 251,049 | 336 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 219,707 | 294 | 0.0% | 0.0% | 31 | +10,984 | 5.26% | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 209,972 | 281 | 0.15% | 0.29% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 194,496 | 259 | 0.0% | 0.0% | 33 | -78,880 | -28.85% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 176,092 | 235 | 0.0% | 0.0% | 34 | +8,390 | 5.0% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Added to | 153,755 | 206 | 0.0% | 0.0% | 35 | +50,550 | 48.98% | Q1 2026 | Apr 30, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 137,135 | 183 | 0.0% | — | 36 | +137,135 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 121,020 | 162 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 64,550 | 158 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 113,702 | 152 | 0.0% | 0.0% | 39 | +69,299 | 156.07% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 55,000 | 134 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 100,000 | 134 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Added to | 95,110 | 127 | 0.02% | 0.01% | 42 | +72,290 | 316.78% | Q1 2026 | May 13, 2026 |
| LCW Services, LLC | History | Added to | 90,821 | 121 | 0.06% | 0.07% | 43 | +35,971 | 65.58% | Q1 2026 | Apr 27, 2026 |
| SEI INVESTMENTS CO | History | New | 60,131 | 80 | 0.0% | — | 44 | +60,131 | New | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 57,499 | 77 | 0.0% | 0.0% | 45 | -2,418 | -4.04% | Q1 2026 | May 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 50,000 | 67 | 0.0% | — | 46 | +50,000 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 48,700 | 65 | 0.0% | 0.0% | 47 | -53,750 | -52.46% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 42,038 | 56 | 0.0% | 0.0% | 48 | -33,168 | -44.1% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 38,958 | 52 | 0.0% | — | 49 | +38,958 | New | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 38,632 | 51 | 0.01% | — | 50 | +38,632 | New | Q1 2026 | Apr 28, 2026 |
| AlphaQuest LLC | History | No change | 20,250 | 49 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 26,014 | 48 | 0.0% | 0.0% | 52 | +6,606 | 34.04% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Reduced | 36,436 | 43 | 0.0% | 0.0% | 53 | -51,228 | -58.44% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Reduced | 32,552 | 43 | 0.0% | 0.0% | 54 | -28,092 | -46.32% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 30,994 | 40 | 0.0% | 0.0% | 55 | +6,554 | 26.82% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,056 | 38 | 0.0% | 0.0% | 56 | +18,806 | 183.47% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,887 | 38 | 0.0% | 0.0% | 57 | +10,887 | 60.48% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 28,311 | 37 | 0.0% | — | 59 | +28,311 | New | Q1 2026 | May 14, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 28,313 | 37 | 0.03% | 0.06% | 58 | -1 | -0.0% | Q1 2026 | May 19, 2026 |
| CWM, LLC | History | Added to | 27,592 | 36 | 0.0% | 0.0% | 60 | +27,082 | 5310.2% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 25,627 | 35 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | No change | 25,020 | 33 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | New | 16,028 | 32 | 0.0% | — | 63 | +16,028 | New | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,246 | 31 | 0.0% | 0.0% | 64 | +544 | 2.4% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 21,384 | 28 | 0.0% | — | 65 | +21,384 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 20,986 | 28 | 0.0% | — | 66 | +20,986 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,447 | 26 | 0.0% | 0.0% | 67 | -41,069 | -64.66% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | Added to | 19,507 | 26 | 0.0% | 0.01% | 69 | +2,562 | 15.12% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,586 | 26 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,630 | 23 | 0.0% | 0.0% | 71 | -36,339 | -67.33% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,543 | 23 | 0.0% | 0.0% | 70 | -34,620 | -66.37% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | New | 17,402 | 23 | 0.0% | — | 72 | +17,402 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,049 | 22 | 0.0% | 0.0% | 74 | -67,217 | -79.77% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 16,433 | 22 | 0.0% | 0.0% | 75 | +8,374 | 103.91% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 16,697 | 22 | 0.0% | 0.0% | 73 | -487 | -2.83% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 16,247 | 21 | 0.0% | — | 76 | +16,247 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 14,325 | 19 | 0.0% | 0.0% | 77 | -2,271 | -13.68% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 13,455 | 18 | 0.0% | 0.0% | 78 | -140 | -1.03% | Q1 2026 | May 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 12,959 | 17 | 0.0% | 0.0% | 80 | -9,611 | -42.58% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,920 | 17 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 11,725 | 15 | 0.01% | 0.03% | 81 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 10,530 | 14 | 0.0% | 0.0% | 83 | -1,000 | -8.67% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,482 | 14 | 0.0% | 0.0% | 82 | +402 | 3.99% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,168 | 14 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,043 | 12 | 0.0% | 0.0% | 85 | +5,093 | 128.94% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,127 | 11 | 0.0% | 0.0% | 87 | +127 | 1.59% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,360 | 11 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,181 | 9 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 5,939 | 7 | 0.0% | 0.0% | 89 | +5,294 | 820.78% | Q1 2026 | May 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 4,800 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,493 | 6 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 4,434 | 5 | 0.0% | 0.0% | 92 | -861 | -16.26% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | New | 3,189 | 4 | 0.0% | — | 94 | +3,189 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,343 | 4 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Reduced | 2,533 | 3 | 0.0% | 0.0% | 95 | -11,743 | -82.26% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,580 | 3 | 0.0% | 0.0% | 96 | -352 | -12.01% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,133 | 2 | 0.0% | 0.0% | 98 | -231 | -9.77% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,365 | 2 | 0.0% | 0.0% | 97 | -4 | -0.29% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 1,007 | 1 | 0.0% | — | 100 | +930 | 1207.79% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 820 | 1 | 0.0% | — | 106 | +820 | New | Q1 2026 | Apr 24, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 762 | 1 | 0.0% | 0.0% | 99 | -754 | -49.74% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 1,001 | 1 | 0.0% | 0.0% | 101 | +24 | 2.46% | Q1 2026 | Apr 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,000 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MTM Investment Management, LLC | History | No change | 1,330 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | No change | 1,352 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 868 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gagnon Advisors, LLC | History | Closed out | 0 | 0 | — | 2.39% | — | -1,534,034 | -100.0% | Q1 2026 | Apr 21, 2026 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,462,983 | -100.0% | Q1 2026 | May 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,145,498 | -100.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -242,411 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Birchview Capital, LP | History | Closed out | 0 | 0 | — | 0.33% | — | -226,947 | -100.0% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -222,110 | -100.0% | Q1 2026 | May 15, 2026 |
| Parkman Healthcare Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -199,393 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190,408 | -100.0% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -169,792 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154,946 | -100.0% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3 | 0 | — | 0.07% | — | -114,367 | -100.0% | Q1 2026 | May 11, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -70,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,674 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -61,210 | -100.0% | Q1 2026 | May 14, 2026 |
| PFM Health Sciences, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,929 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,973 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,751 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Balance Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,203 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,290 | -100.0% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,007 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,498 | -100.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 735 | 0 | — | — | — | +710 | 2840.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -688 | -100.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 450 | 0 | — | 0.0% | — | -368 | -44.99% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 289 | 0 | — | — | — | +289 | New | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | New | 223 | 0 | — | — | — | +223 | New | Q1 2026 | Apr 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q1 2026 | May 08, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 138 | 0 | — | — | — | +138 | New | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 120 | 0 | — | — | — | +120 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 91 | 0 | — | — | — | +91 | New | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 342 | 0 | — | — | — | +35 | 11.4% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 34 | 0 | — | — | — | +24 | 240.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | No change | 310 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |