UNISYS CORP - UIS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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
VANGUARD GROUP INC History No change 7,063,422 19,495 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 5,096,955 10,550 0.0% 0.0% 2 -155,517 -2.96% Q1 2026 May 13, 2026
Neuberger Berman Group LLC History Added to 4,995,504 10,330 0.01% 0.01% 3 +280,428 5.95% Q1 2026 May 14, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Reduced 4,428,000 9,165 0.47% 0.84% 4 -384,200 -7.98% Q1 2026 May 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 3,756,055 7,775 0.0% 5 +3,756,055 New Q1 2026 May 08, 2026
D. E. Shaw & Co., Inc. History Reduced 3,367,258 6,970 0.0% 0.01% 6 -123,187 -3.53% Q1 2026 May 15, 2026
IES Holdings, Inc. History Added to 3,240,000 6,706 3.13% 1.89% 7 +2,068,062 176.47% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,924,906 6,054 0.0% 8 +2,924,906 New Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 2,293,377 4,747 0.0% 0.0% 9 -311,227 -11.95% Q1 2026 May 15, 2026
Saba Capital Management, L.P. History Added to 1,791,963 3,709 0.1% 0.13% 10 +240,476 15.5% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,702,576 3,524 0.0% 0.0% 11 -42,288 -2.42% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Added to 1,548,810 3,206 0.01% 0.01% 12 +54,255 3.63% Q1 2026 May 11, 2026
STATE STREET CORP History Added to 1,513,977 3,133 0.0% 0.0% 13 +7,928 0.53% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,476,355 3,056 0.0% 0.0% 14 -81,676 -5.24% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 1,474,640 3,048 0.0% 0.01% 15 +269,121 22.32% Q1 2026 May 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 1,449,837 3,001 0.1% 0.12% 16 -41,455 -2.78% Q1 2026 May 15, 2026
Kovack Advisors, Inc. History Added to 1,397,525 2,892 0.15% 0.15% 17 +198,275 16.53% Q1 2026 May 12, 2026
Newport Trust Company, LLC History Added to 1,389,670 2,876 0.01% 0.01% 18 +34,882 2.57% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,372,648 2,841 0.0% 0.0% 19 +770,980 128.14% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 1,024,469 2,120 0.01% 0.01% 20 +13,173 1.3% Q1 2026 May 15, 2026
WOLVERINE ASSET MANAGEMENT LLC History Added to 1,005,900 2,082 0.02% 0.02% 21 +500 0.05% Q1 2026 May 04, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 940,585 1,946 0.0% 0.0% 22 -127,764 -11.96% Q1 2026 May 07, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 912,900 1,889 0.0% 0.01% 23 -410,333 -31.01% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 668,282 1,383 0.0% 0.0% 24 +288,322 75.88% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 624,461 1,292 0.0% 0.0% 25 0 0.0% Q1 2026 May 06, 2026
CITADEL ADVISORS LLC History Added to 599,064 1,240 0.0% 0.0% 26 +94,094 18.63% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 526,645 1,090 0.0% 0.0% 27 +36,131 7.37% Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 450,499 932 0.0% 28 +450,499 New Q1 2026 May 08, 2026
MORGAN STANLEY History Reduced 437,339 905 0.0% 0.0% 29 -141,817 -24.49% Q1 2026 May 15, 2026
XTX Topco Ltd History Added to 421,485 872 0.02% 0.02% 30 +199,988 90.29% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 412,176 832 0.0% 0.0% 31 -853,415 -67.43% Q1 2026 May 13, 2026
Minerva Advisors LLC History No change 345,347 714 0.46% 0.64% 32 0 0.0% Q1 2026 May 12, 2026
GSA CAPITAL PARTNERS LLP History Added to 309,514 641 0.04% 0.05% 33 +109,069 54.41% Q1 2026 May 08, 2026
UBS Group AG History Added to 297,807 616 0.0% 0.0% 34 +96,740 48.11% Q1 2026 May 05, 2026
Pinnacle Holdings, LLC History Added to 237,580 491 0.16% 0.16% 35 +62,486 35.69% Q1 2026 May 08, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 205,513 425 0.0% 0.0% 36 -143,321 -41.09% Q1 2026 May 14, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 200,155 414 0.0% 0.0% 37 +60,170 42.98% Q1 2026 May 15, 2026
Parallel Advisors, LLC History No change 193,427 400 0.01% 0.01% 38 0 0.0% Q1 2026 May 07, 2026
Assenagon Asset Management S.A. History Reduced 188,011 389 0.0% 0.0% 39 -558,017 -74.8% Q1 2026 Apr 20, 2026
AMERIPRISE FINANCIAL INC History Reduced 186,562 386 0.0% 0.0% 40 -63,661 -25.44% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 183,721 380 0.0% 0.0% 41 +21,255 13.08% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 178,048 368 0.01% 0.01% 42 +37,868 27.01% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 174,341 360 0.0% 0.0% 43 +43,081 32.82% Q1 2026 Apr 30, 2026
Bank of New York Mellon Corp History Reduced 172,568 357 0.0% 0.0% 44 -7,658 -4.25% Q1 2026 May 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 109,554 302 0.0% 0.0% 45 0 0.0% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 135,598 280 0.0% 0.0% 46 +16,946 14.28% Q1 2026 May 12, 2026
Engineers Gate Manager LP History Added to 120,265 248 0.0% 0.0% 47 +104,122 645.0% Q1 2026 May 15, 2026
Dynamic Technology Lab Private Ltd History Added to 116,739 241 0.04% 0.05% 49 +40,073 52.27% Q1 2026 May 15, 2026
STRS OHIO History No change 116,600 241 0.0% 0.0% 48 0 0.0% Q1 2026 Apr 24, 2026
Atom Investors LP History Added to 111,264 230 0.02% 0.01% 50 +67,534 154.43% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 106,166 219 0.0% 0.0% 51 +29,790 39.0% Q1 2026 May 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 102,500 212 0.0% 0.01% 52 0 0.0% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 100,828 208 0.0% 0.0% 53 -35,722 -26.16% Q1 2026 May 14, 2026
Potomac Capital Management, Inc. History Reduced 95,600 197 0.17% 0.21% 54 -170 -0.18% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 94,634 195 0.0% 0.0% 55 -57,503 -37.8% Q1 2026 May 12, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 90,859 188 0.01% 0.01% 56 -1,349 -1.46% Q1 2026 May 13, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Added to 85,612 177 0.07% 0.06% 57 +30,049 54.08% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Added to 77,456 160 0.0% 0.0% 59 +60,421 354.69% Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Reduced 77,712 160 0.0% 0.0% 58 -10,786 -12.19% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Added to 72,895 150 0.0% 0.0% 60 +14,896 25.68% Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 69,884 145 0.0% 0.0% 61 +12,697 22.2% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 69,861 144 0.0% 0.0% 62 +43,927 169.38% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 69,843 144 0.0% 0.0% 63 -5,474 -7.27% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Reduced 68,861 142 0.0% 0.0% 64 -37,089 -35.01% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 61,754 127 0.0% 0.0% 65 +11,925 23.93% Q1 2026 May 06, 2026
Creative Planning History Added to 52,714 109 0.0% 0.0% 66 +39,235 291.08% Q1 2026 May 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 51,015 105 0.0% 0.0% 67 +37,024 264.63% Q1 2026 May 12, 2026
BROWN ADVISORY INC History No change 49,798 103 0.0% 0.0% 68 0 0.0% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 47,661 98 0.0% 0.0% 69 +30,697 180.95% Q1 2026 May 15, 2026
Centiva Capital, LP History Added to 44,062 91 0.0% 0.0% 70 +22,691 106.18% Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History Added to 43,487 90 0.0% 0.0% 72 +17,052 64.51% Q1 2026 May 13, 2026
MACKENZIE FINANCIAL CORP History Reduced 43,591 90 0.0% 0.0% 71 -4,365 -9.1% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 37,627 77 0.0% 0.0% 73 -51,443 -57.76% Q1 2026 May 11, 2026
Squarepoint Ops LLC History Reduced 37,626 77 0.0% 0.0% 74 -10,900 -22.46% Q1 2026 May 15, 2026
Insight Wealth Partners, LLC History No change 32,859 68 0.01% 0.01% 75 0 0.0% Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 31,752 65 0.0% 0.0% 76 +748 2.41% Q1 2026 May 15, 2026
CWM, LLC History Added to 30,661 63 0.0% 0.0% 77 +20,674 207.01% Q1 2026 May 14, 2026
Diversified Trust Co History Added to 29,583 61 0.0% 0.0% 78 +8,270 38.8% Q1 2026 Apr 16, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 28,698 59 0.0% 0.0% 79 -94,432 -76.69% Q1 2026 May 15, 2026
IMC-Chicago, LLC History New 28,500 58 0.0% 80 +28,500 New Q1 2026 May 05, 2026
MetLife Investment Management, LLC History Added to 26,169 54 0.0% 0.0% 82 +13,712 110.07% Q1 2026 May 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 26,566 54 0.0% 0.0% 81 0 0.0% Q1 2026 May 08, 2026
Vanguard Global Advisers, LLC History New 25,869 53 0.0% 84 +25,869 New Q1 2026 May 08, 2026
GLENMEDE TRUST CO NA History No change 19,543 53 0.0% 0.0% 83 0 0.0% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 23,999 49 0.0% 85 +23,999 New Q1 2026 Apr 08, 2026
BANK OF MONTREAL /CAN/ History Reduced 22,808 47 0.0% 0.0% 86 -10,050 -30.59% Q1 2026 May 13, 2026
FMR LLC History Reduced 22,476 46 0.0% 0.0% 87 -5,195 -18.77% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 21,433 44 0.0% 0.0% 88 0 0.0% Q1 2026 Apr 29, 2026
Mariner, LLC History New 21,033 43 0.0% 90 +21,033 New Q1 2026 May 13, 2026
Quadrature Capital Ltd History Added to 21,088 43 0.0% 0.0% 89 +3,946 23.02% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 20,605 42 0.0% 0.0% 91 +1,000 5.1% Q1 2026 Apr 20, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 18,867 39 0.0% 0.0% 92 -2,091 -9.98% Q1 2026 May 15, 2026
Retirement Solution LLC History No change 18,800 38 0.01% 0.01% 93 0 0.0% Q1 2026 May 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,489 36 0.0% 0.0% 94 -11,254 -39.15% Q1 2026 May 08, 2026
Emerald Advisors, LLC History No change 17,292 35 0.0% 0.01% 95 0 0.0% Q1 2026 Apr 23, 2026
Merit Financial Group, LLC History New 14,582 30 0.0% 97 +14,582 New Q1 2026 Apr 15, 2026
CALTON & ASSOCIATES, INC. History No change 14,750 30 0.0% 0.01% 96 0 0.0% Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Added to 14,032 29 0.0% 0.0% 98 +11,642 487.11% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 14,153 29 0.0% 0.0% 99 +254 1.83% Q1 2026 May 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 13,294 27 0.0% 100 +13,294 New Q1 2026 May 15, 2026
Abel Hall, LLC History New 12,861 26 0.01% 104 +12,861 New Q1 2026 Apr 28, 2026
Cetera Investment Advisers History New 12,796 26 0.0% 102 +12,796 New Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History New 12,708 26 0.0% 103 +12,708 New Q1 2026 May 14, 2026
AlphaQuest LLC History No change 9,716 26 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 09, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 12,271 25 0.0% 0.0% 105 -910 -6.9% Q1 2026 May 12, 2026
NINE MASTS CAPITAL Ltd History New 11,482 23 0.0% 106 +11,482 New Q1 2026 May 12, 2026
Callan Family Office, LLC History New 11,050 22 0.0% 110 +11,050 New Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History New 10,692 22 0.0% 109 +10,692 New Q1 2026 May 04, 2026
Waverly Advisors, LLC History Added to 10,886 22 0.0% 0.0% 107 +613 5.97% Q1 2026 May 15, 2026
SWAN Capital LLC History No change 11,000 22 0.01% 0.01% 108 0 0.0% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History New 10,038 20 0.0% 111 +10,038 New Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 7,050 19 0.0% 0.0% 112 0 0.0% Q4 2025 Feb 06, 2026
Caitong International Asset Management Co., Ltd History Reduced 8,125 16 0.0% 0.03% 113 -40,837 -83.41% Q1 2026 May 11, 2026
Ameritas Investment Partners, Inc. History No change 6,557 13 0.0% 0.0% 114 0 0.0% Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 6,075 12 0.0% 0.0% 115 -705 -10.4% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Added to 5,552 11 0.0% 0.0% 116 +1,099 24.68% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Added to 5,200 10 0.0% 0.0% 117 +2,500 92.59% Q1 2026 May 14, 2026
Private Wealth Asset Management, LLC History New 4,200 8 0.0% 119 +4,200 New Q1 2026 May 06, 2026
Sound Income Strategies, LLC History No change 4,059 8 0.0% 0.0% 118 0 0.0% Q1 2026 Apr 27, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 3,611 7 0.0% 0.0% 121 -495 -12.06% Q1 2026 May 15, 2026
CITIGROUP INC History No change 3,745 7 0.0% 0.0% 120 0 0.0% Q1 2026 May 11, 2026
Essential Partners LLC History Added to 3,364 6 0.0% 0.0% 122 +2,817 514.99% Q1 2026 May 21, 2026
Allworth Financial LP History Added to 1,706 3 0.0% 124 +1,493 700.94% Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History Added to 1,901 3 0.0% 0.0% 125 +803 73.13% Q1 2026 May 15, 2026
COMERICA BANK History No change 1,444 3 0.0% 0.0% 123 0 0.0% Q4 2025 Jan 29, 2026
GAMMA Investing LLC History Reduced 1,028 2 0.0% 0.0% 130 -1,525 -59.73% Q1 2026 Apr 06, 2026
FIFTH THIRD BANCORP History New 1,159 2 0.0% 131 +1,159 New Q1 2026 May 01, 2026
TD Waterhouse Canada Inc. History Added to 1,414 2 0.0% 0.0% 129 +1,000 241.55% Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,222 2 0.0% 0.0% 126 +829 210.94% Q1 2026 May 08, 2026
Rockefeller Capital Management L.P. History Reduced 1,368 2 0.0% 0.0% 128 -195 -12.48% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 1,072 2 0.0% 0.0% 127 +103 10.63% Q1 2026 May 15, 2026
MAI Capital Management History Added to 562 1 0.0% 134 +552 5520.0% Q1 2026 May 15, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History New 491 1 0.0% 137 +491 New Q1 2026 May 13, 2026
Sterling Capital Management LLC History Reduced 795 1 0.0% 0.0% 135 -487 -37.99% Q1 2026 Apr 22, 2026
IFP Advisors, Inc History Added to 611 1 0.0% 136 +379 163.36% Q1 2026 Apr 13, 2026
US BANCORP \DE\ History No change 657 1 0.0% 0.0% 132 0 0.0% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 589 1 0.0% 0.0% 133 0 0.0% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -239,461 -100.0% Q1 2026 May 04, 2026
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.0% -144,295 -100.0% Q1 2026 May 11, 2026
PharVision Advisers, LLC History Closed out 0 0 0.19% -134,338 -100.0% Q1 2026 May 11, 2026
ARISTEIA CAPITAL, L.L.C. History Closed out 0 0 0.01% -100,448 -100.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -91,816 -100.0% Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -75,455 -100.0% Q1 2026 May 15, 2026
Man Group plc History Closed out 0 0 0.0% -62,838 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.0% -54,234 -100.0% Q1 2026 May 15, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.04% -33,554 -100.0% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -32,073 -100.0% Q1 2026 May 15, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.02% -32,000 -100.0% Q1 2026 Apr 15, 2026
Net Worth Advisory Group History Closed out 0 0 0.02% -28,116 -100.0% Q1 2026 May 05, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -27,660 -100.0% Q1 2026 Apr 16, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -27,432 -100.0% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -18,571 -100.0% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -18,500 -100.0% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History Closed out 0 0 0.01% -14,665 -100.0% Q1 2026 May 13, 2026
Walleye Capital LLC History Closed out 0 0 0.0% -12,687 -100.0% Q1 2026 May 13, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -12,191 -100.0% Q1 2026 Apr 24, 2026
Quarry LP History Closed out 0 0 0.0% -10,205 -100.0% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 20 0 0.0% -10,073 -99.8% Q1 2026 May 07, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -2,096 -100.0% Q1 2026 May 08, 2026
Torren Management, LLC History Closed out 0 0 0.0% -1,860 -100.0% Q1 2026 Apr 30, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.0% -1,601 -100.0% Q1 2026 Apr 28, 2026
Estate Planners Group, LLC History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 May 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 466 0 +447 2352.63% Q1 2026 May 07, 2026
Root Financial Partners, LLC History New 324 0 +324 New Q1 2026 Apr 24, 2026
Bell Investment Advisors, Inc History New 221 0 +221 New Q1 2026 Apr 17, 2026
Farther Finance Advisors, LLC History New 211 0 +211 New Q1 2026 Apr 07, 2026
Avion Wealth History Closed out 0 0 -187 -100.0% Q1 2026 May 01, 2026
Wealth Preservation Advisors, LLC History New 143 0 +143 New Q1 2026 May 15, 2026
Arax Advisory Partners History New 130 0 +130 New Q1 2026 May 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 104 0 -96 -48.0% Q1 2026 Apr 30, 2026
HARBOUR INVESTMENTS, INC. History New 64 0 +64 New Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 64 0 +64 New Q1 2026 May 15, 2026
True Wealth Design, LLC History Added to 57 0 +51 850.0% Q1 2026 Apr 13, 2026
Sunbelt Securities, Inc. History New 32 0 +32 New Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History New 24 0 +24 New Q1 2026 Apr 23, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -22 -100.0% Q1 2026 May 15, 2026
Midwest Capital Advisors, LLC History New 17 0 +17 New Q1 2026 Apr 24, 2026
SBI Securities Co., Ltd. History Added to 105 0 +10 10.53% Q1 2026 Apr 27, 2026
Western Wealth Management, LLC History New 2 0 +2 New Q1 2026 May 19, 2026
Clearstead Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 06, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 0 0.0% Q1 2026 May 15, 2026
ST GERMAIN D J CO INC History No change 4 0 0 0.0% Q1 2026 Apr 13, 2026
Atlantic Union Bankshares Corp History No change 20 0 0 0.0% Q1 2026 May 12, 2026
Costello Asset Management, INC History No change 50 0 0 0.0% Q1 2026 Apr 30, 2026
Key FInancial Inc History No change 100 0 0 0.0% Q1 2026 Apr 24, 2026
CoreCap Advisors, LLC History No change 70 0 0 0.0% Q1 2026 Apr 07, 2026
Covestor Ltd History No change 17 0 0 0.0% Q1 2026 May 05, 2026
Financial Perspectives, Inc History No change 30 0 0 0.0% Q1 2026 May 11, 2026
Federation des caisses Desjardins du Quebec History No change 112 0 0 0.0% Q1 2026 May 13, 2026