Entrada Therapeutics, Inc. - TRDA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | History | No change | 5,072,730 | 64,017 | 0.37% | 0.31% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 5AM Venture Management, LLC | History | No change | 4,056,379 | 51,191 | 14.21% | 13.11% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,358,793 | 29,767 | 0.0% | 0.0% | 3 | +211,533 | 9.85% | Q1 2026 | May 13, 2026 |
| TCG Crossover Management, LLC | History | Added to | 2,287,500 | 28,868 | 0.83% | 0.71% | 4 | +199,108 | 9.53% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,632,460 | 16,781 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,256,013 | 15,850 | 0.0% | — | 6 | +1,256,013 | New | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,034,782 | 13,058 | 0.0% | 0.0% | 7 | -9,976 | -0.95% | Q1 2026 | May 15, 2026 |
| StepStone Group LP | History | No change | 761,277 | 9,607 | 4.63% | 4.19% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 667,347 | 8,423 | 0.0% | 0.0% | 9 | +27,400 | 4.28% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 533,798 | 6,736 | 0.0% | 0.0% | 10 | +25,009 | 4.92% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 526,043 | 6,639 | 0.0% | 0.0% | 11 | +198,620 | 60.66% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 519,356 | 6,554 | 0.0% | 0.0% | 12 | +21,661 | 4.35% | Q1 2026 | May 15, 2026 |
| Jones Hill Capital LP | History | New | 374,010 | 4,720 | 1.01% | — | 13 | +374,010 | New | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 333,914 | 4,213 | 0.02% | 0.01% | 14 | -28,872 | -7.96% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 333,169 | 4,201 | 0.01% | 0.01% | 15 | +22,336 | 7.19% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 324,471 | 4,091 | 0.0% | 0.0% | 16 | +51,093 | 18.69% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 234,992 | 2,965 | 0.0% | 0.0% | 17 | +8,691 | 3.84% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 220,494 | 2,782 | 0.0% | — | 18 | +220,494 | New | Q1 2026 | May 08, 2026 |
| Woodline Partners LP | History | Added to | 215,977 | 2,725 | 0.01% | 0.01% | 19 | +73,867 | 51.98% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 215,018 | 2,713 | 0.0% | 0.0% | 20 | -77,752 | -26.56% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 214,751 | 2,710 | 0.0% | 0.0% | 21 | -6,518 | -2.95% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 212,780 | 2,685 | 0.0% | 0.0% | 22 | +7,607 | 3.71% | Q1 2026 | May 15, 2026 |
| Lynx1 Capital Management LP | History | Added to | 211,689 | 2,671 | 0.42% | 0.11% | 23 | +160,000 | 309.54% | Q1 2026 | May 01, 2026 |
| Longaeva Partners L.P. | History | New | 204,978 | 2,586 | 0.1% | — | 24 | +204,978 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 202,084 | 2,550 | 0.0% | 0.0% | 25 | -50,551 | -20.01% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 181,148 | 2,286 | 0.0% | 0.0% | 26 | +179 | 0.1% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 176,126 | 2,222 | 0.0% | 0.0% | 27 | -84,125 | -32.32% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 175,648 | 2,216 | 0.0% | 0.0% | 28 | +119,232 | 211.34% | Q1 2026 | Apr 30, 2026 |
| Nantahala Capital Management, LLC | History | New | 159,332 | 2,010 | 0.07% | — | 29 | +159,332 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 156,861 | 1,979 | 0.0% | — | 30 | +156,861 | New | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 129,562 | 1,635 | 0.03% | 0.03% | 31 | +11,894 | 10.11% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 120,845 | 1,525 | 0.02% | 0.03% | 32 | -126,302 | -51.1% | Q1 2026 | May 12, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 105,000 | 1,325 | 0.03% | 0.02% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACUTA CAPITAL PARTNERS, LLC | History | New | 89,358 | 1,127 | 0.8% | — | 34 | +89,358 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 87,453 | 1,103 | 0.0% | 0.0% | 35 | -88,565 | -50.32% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 82,733 | 1,044 | 0.01% | 0.01% | 36 | -38,547 | -31.78% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 79,493 | 1,003 | 0.0% | 0.0% | 37 | +53,239 | 202.78% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 79,047 | 997 | 0.0% | 0.0% | 38 | +12,169 | 18.2% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 77,971 | 983 | 0.0% | 0.0% | 39 | +2,689 | 3.57% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 76,427 | 964 | 0.0% | 0.0% | 40 | -2,948 | -3.71% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 71,018 | 896 | 0.0% | 0.0% | 41 | +3,301 | 4.87% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 70,656 | 891 | 0.0% | 0.0% | 42 | +14,111 | 24.96% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 70,280 | 886 | 0.0% | 0.0% | 43 | -14,613 | -17.21% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 53,764 | 678 | 0.0% | 0.0% | 44 | +33,107 | 160.27% | Q1 2026 | May 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 53,588 | 676 | 0.0% | 0.0% | 45 | +15,800 | 41.81% | Q1 2026 | May 11, 2026 |
| Nan Fung Group Holdings Ltd | History | No change | 49,082 | 619 | 0.51% | 0.45% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | Reduced | 47,000 | 593 | 0.01% | 0.01% | 47 | -10,000 | -17.54% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 44,602 | 562 | 0.0% | 0.0% | 48 | -4,700 | -9.53% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 43,415 | 547 | 0.0% | 0.0% | 49 | +5,854 | 15.59% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 41,926 | 529 | 0.0% | 0.0% | 50 | +893 | 2.18% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 41,763 | 527 | 0.01% | 0.01% | 51 | +4,710 | 12.71% | Q1 2026 | May 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 41,531 | 524 | 0.0% | 0.0% | 52 | -1,737 | -4.01% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 39,212 | 494 | 0.0% | 0.0% | 53 | -26,767 | -40.57% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 37,502 | 473 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 38,137 | 471 | 0.0% | 0.0% | 55 | +17,304 | 83.06% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 37,213 | 469 | 0.0% | 0.0% | 56 | -59,449 | -61.5% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 35,938 | 453 | 0.0% | 0.0% | 57 | -285 | -0.79% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 31,981 | 403 | 0.0% | 0.0% | 58 | +12,945 | 68.0% | Q1 2026 | May 05, 2026 |
| ADAR1 Capital Management, LLC | History | New | 30,500 | 384 | 0.02% | — | 59 | +30,500 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 28,676 | 361 | 0.0% | 0.0% | 60 | -38,471 | -57.29% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 26,349 | 332 | 0.0% | 0.01% | 61 | -21,618 | -45.07% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 25,000 | 315 | 0.01% | 0.01% | 62 | -15,000 | -37.5% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 24,679 | 311 | 0.0% | 0.0% | 63 | +3,858 | 18.53% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 22,230 | 280 | 0.0% | 0.0% | 64 | +148 | 0.67% | Q1 2026 | May 12, 2026 |
| Shay Capital LLC | History | New | 21,548 | 271 | 0.02% | — | 65 | +21,548 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,320 | 250 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 19,465 | 245 | 0.0% | 0.0% | 67 | +1,970 | 11.26% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 18,398 | 232 | 0.0% | — | 68 | +18,398 | New | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 18,175 | 229 | 0.02% | — | 69 | +18,175 | New | Q1 2026 | Apr 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 17,802 | 224 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 17,700 | 223 | 0.0% | 0.0% | 71 | -7,900 | -30.86% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Reduced | 17,538 | 221 | 0.0% | 0.0% | 72 | -2,780 | -13.68% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 16,943 | 213 | 0.0% | 0.0% | 73 | +121 | 0.72% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 16,474 | 207 | 0.03% | 0.06% | 74 | -8,828 | -34.89% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 14,847 | 174 | 0.0% | 0.0% | 75 | -55,914 | -79.02% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,577 | 171 | 0.0% | 0.0% | 76 | +329 | 2.48% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 15,629 | 160 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 12,067 | 152 | 0.0% | 0.0% | 78 | -25,363 | -67.76% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | No change | 11,835 | 149 | 0.02% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,633 | 146 | 0.0% | 0.0% | 80 | +62 | 0.54% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | New | 11,102 | 140 | 0.0% | — | 82 | +11,102 | New | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 11,100 | 140 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,011 | 138 | 0.0% | 0.0% | 83 | -21,152 | -65.77% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,471 | 119 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,877 | 112 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 6,788 | 85 | 0.0% | 0.0% | 86 | +4,674 | 221.1% | Q1 2026 | May 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 6,794 | 85 | 0.01% | 0.0% | 87 | +566 | 9.09% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 4,853 | 61 | 0.0% | 0.0% | 88 | +729 | 17.68% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | No change | 4,046 | 51 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Legal & General Group Plc | History | No change | 2,557 | 32 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,417 | 30 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,997 | 25 | 0.0% | 0.0% | 92 | +140 | 7.54% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,670 | 21 | 0.0% | 0.0% | 93 | -267 | -13.78% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,540 | 19 | 0.0% | 0.0% | 94 | -213 | -12.15% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 1,417 | 17 | 0.0% | 0.0% | 95 | +985 | 228.01% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,141 | 14 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 943 | 11 | 0.0% | 0.0% | 97 | -697 | -42.5% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 919 | 11 | 0.0% | 0.0% | 98 | +1 | 0.11% | Q1 2026 | May 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 852 | 10 | 0.0% | 0.0% | 99 | +101 | 13.45% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Added to | 480 | 6 | 0.0% | — | 100 | +385 | 405.26% | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 435 | 5 | 0.0% | — | 101 | +413 | 1877.27% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 420 | 5 | 0.0% | 0.0% | 102 | +44 | 11.7% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 309 | 3 | 0.0% | — | 104 | +309 | New | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 258 | 3 | 0.0% | 0.0% | 103 | -88 | -25.43% | Q1 2026 | Jun 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 208 | 2 | 0.0% | 0.0% | 107 | +41 | 24.55% | Q1 2026 | Apr 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 161 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 186 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 212 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | Added to | 154 | 1 | 0.0% | — | 110 | +103 | 201.96% | Q1 2026 | May 21, 2026 |
| Cornerstone Financial Management LLC | History | No change | 91 | 1 | 0.0% | — | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -128,611 | -100.0% | Q1 2026 | May 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Closed out | 0 | 0 | — | 0.22% | — | -110,942 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,952 | -100.0% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,871 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,017 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,534 | -100.0% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,373 | -100.0% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,929 | -100.0% | Q1 2026 | May 08, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,650 | -100.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 25 | 0 | — | 0.0% | — | -962 | -97.47% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -894 | -100.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5 | 0 | — | 0.0% | — | -190 | -97.44% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | New | 70 | 0 | — | — | — | +70 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 54 | 0 | — | — | — | +54 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 24 | 0 | — | — | — | +23 | 2300.0% | Q1 2026 | Apr 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20 | 0 | — | — | — | +18 | 900.0% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 07, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 13, 2026 |