Vuzix Corp - VUZI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | Added to | 7,629,890 | 22,126 | 0.0% | 0.0% | 1 | +309,977 | 4.23% | Q2 2026 | Sep 22, 2026 |
| AIGH Capital Management LLC | History | Added to | 6,745,667 | 19,562 | 1.23% | 1.04% | 2 | +3,449,913 | 104.68% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Added to | 4,793,172 | 13,900 | 0.0% | 0.0% | 3 | +28,577 | 0.6% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 3,123,693 | 9,058 | 0.0% | 0.0% | 4 | +251,128 | 8.74% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,797,372 | 5,213 | 0.0% | 0.0% | 5 | +168,663 | 10.36% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 828,478 | 2,402 | 0.0% | 0.0% | 6 | -32,538 | -3.78% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 761,265 | 2,207 | 0.0% | 0.0% | 7 | -1,233,207 | -61.83% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 742,199 | 2,152 | 0.0% | — | 8 | +742,199 | New | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 614,456 | 1,781 | 0.0% | 0.0% | 9 | +569,856 | 1277.7% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 587,749 | 1,704 | 0.0% | 0.0% | 10 | +62,306 | 11.86% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 499,442 | 1,448 | 0.0% | 0.0% | 11 | +36,520 | 7.89% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 481,452 | 1,396 | 0.0% | 0.0% | 12 | +81,894 | 20.5% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 403,918 | 1,171 | 0.0% | 0.0% | 13 | -299,400 | -42.57% | Q2 2026 | Sep 02, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 367,071 | 1,064 | 0.02% | 0.02% | 14 | +100,060 | 37.47% | Q2 2026 | Aug 05, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 321,981 | 933 | 0.44% | 0.42% | 15 | -1,060 | -0.33% | Q2 2026 | Jul 23, 2026 |
| FORMULA GROWTH LTD | History | Added to | 250,000 | 725 | 0.25% | 0.16% | 16 | +100,000 | 66.67% | Q2 2026 | Aug 17, 2026 |
| Nuveen, LLC | History | Reduced | 214,573 | 622 | 0.0% | 0.0% | 17 | -408,224 | -65.55% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 210,691 | 611 | 0.0% | 0.0% | 18 | +13,075 | 6.62% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 197,981 | 574 | 0.0% | 0.0% | 19 | +643 | 0.33% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 173,283 | 502 | 0.0% | 0.0% | 20 | -139,020 | -44.51% | Q2 2026 | Aug 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 158,000 | 458 | 0.07% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 155,611 | 451 | 0.0% | 0.0% | 22 | +19,945 | 14.7% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Reduced | 144,627 | 419 | 0.0% | 0.0% | 23 | -61,919 | -29.98% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 140,030 | 407 | 0.0% | 0.0% | 24 | +21,195 | 17.84% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | Added to | 139,602 | 404 | 0.0% | 0.0% | 25 | +1,073 | 0.77% | Q2 2026 | Aug 04, 2026 |
| Squarepoint Ops LLC | History | Added to | 98,919 | 286 | 0.0% | 0.0% | 26 | +57,655 | 139.72% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 94,257 | 273 | 0.0% | 0.0% | 27 | +29,806 | 46.25% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 88,636 | 257 | 0.0% | 0.0% | 28 | -20,993 | -19.15% | Q2 2026 | Aug 07, 2026 |
| Headlands Technologies LLC | History | New | 86,010 | 249 | 0.03% | — | 29 | +86,010 | New | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 84,277 | 244 | 0.0% | 0.0% | 30 | -100,566 | -54.41% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | Added to | 84,279 | 244 | 0.0% | 0.0% | 31 | +41,579 | 97.37% | Q2 2026 | Aug 03, 2026 |
| CITIGROUP INC | History | Added to | 81,235 | 235 | 0.0% | 0.0% | 32 | +77,366 | 1999.64% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 77,899 | 225 | 0.0% | 0.0% | 33 | +3,114 | 4.16% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | New | 77,340 | 224 | 0.0% | — | 34 | +77,340 | New | Q2 2026 | Aug 14, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 74,095 | 214 | 0.18% | — | 36 | +74,095 | New | Q2 2026 | Aug 05, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Reduced | 74,095 | 214 | 0.18% | 0.28% | 35 | -53,089 | -41.74% | Q2 2026 | Aug 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 70,540 | 204 | 0.0% | 0.0% | 37 | +2,485 | 3.65% | Q2 2026 | Aug 14, 2026 |
| Leonteq Securities AG | History | Added to | 70,000 | 203 | 0.01% | 0.0% | 38 | +40,000 | 133.33% | Q2 2026 | Jul 27, 2026 |
| ProShare Advisors LLC | History | Reduced | 68,589 | 198 | 0.0% | 0.0% | 39 | -8,241 | -10.73% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 68,048 | 197 | 0.0% | 0.0% | 40 | +21,341 | 45.69% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 66,914 | 194 | 0.0% | 0.0% | 41 | +38,764 | 137.71% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 57,733 | 167 | 0.0% | 0.0% | 42 | -696 | -1.19% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 53,197 | 154 | 0.0% | 0.0% | 43 | +39,463 | 287.34% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 51,617 | 149 | 0.0% | 0.0% | 44 | -22,264 | -30.13% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 49,206 | 143 | 0.0% | 0.0% | 45 | +11,415 | 30.21% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 59,500 | 137 | 0.0% | 0.0% | 46 | +40,600 | 214.81% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | New | 42,127 | 122 | 0.0% | — | 47 | +42,127 | New | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | New | 38,653 | 112 | 0.0% | — | 48 | +38,653 | New | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 36,100 | 105 | 0.01% | 0.01% | 49 | -19,640 | -35.24% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 32,200 | 93 | 0.0% | — | 51 | +32,200 | New | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,150 | 93 | 0.0% | 0.0% | 50 | -2,101 | -6.13% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 31,999 | 92 | 0.0% | 0.0% | 52 | +189 | 0.59% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 31,268 | 90 | 0.01% | 0.01% | 53 | +1,364 | 4.56% | Q2 2026 | Aug 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 29,037 | 84 | 0.0% | 0.0% | 54 | +15,943 | 121.76% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 30,237 | 82 | 0.0% | 0.0% | 55 | +2,711 | 9.85% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 30,000 | 81 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AXQ CAPITAL, LP | History | New | 26,576 | 77 | 0.01% | — | 58 | +26,576 | New | Q2 2026 | Aug 06, 2026 |
| Simmons Bank | History | No change | 26,800 | 77 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quent Capital, LLC | History | No change | 24,825 | 71 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMC-Chicago, LLC | History | Added to | 23,235 | 67 | 0.0% | 0.0% | 61 | +11,418 | 96.62% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 23,083 | 67 | 0.0% | 0.0% | 60 | -178 | -0.77% | Q2 2026 | Jul 27, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 23,000 | 66 | 0.04% | 0.03% | 63 | +2,000 | 9.52% | Q2 2026 | Jul 29, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 23,000 | 66 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 22,588 | 65 | 0.0% | 0.0% | 64 | +5,749 | 34.14% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 22,115 | 64 | 0.0% | 0.0% | 65 | +3,368 | 17.97% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 21,509 | 62 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,057 | 61 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | New | 20,665 | 59 | 0.0% | — | 68 | +20,665 | New | Q2 2026 | Aug 14, 2026 |
| CAPITAL COUNSEL LLC/NY | History | No change | 20,000 | 58 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | Reduced | 18,719 | 54 | 0.0% | 0.0% | 70 | -800 | -4.1% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 18,501 | 53 | 0.0% | 0.0% | 71 | +12,932 | 232.21% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 17,300 | 50 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 20,435 | 47 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 15,232 | 44 | 0.0% | 0.0% | 74 | +2,960 | 24.12% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 14,889 | 43 | 0.0% | 0.0% | 75 | -4,742 | -24.16% | Q2 2026 | Sep 09, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 13,837 | 40 | 0.0% | 0.0% | 76 | +395 | 2.94% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,393 | 38 | 0.0% | 0.0% | 77 | +2,823 | 26.71% | Q2 2026 | Aug 11, 2026 |
| Brookwood Investment Group LLC | History | New | 12,800 | 37 | 0.0% | — | 78 | +12,800 | New | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,201 | 35 | 0.0% | 0.0% | 79 | -6,427 | -34.5% | Q2 2026 | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | History | New | 10,942 | 31 | 0.0% | — | 81 | +10,942 | New | Q2 2026 | Jul 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,945 | 31 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFE Investment Counsel | History | No change | 10,000 | 29 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 9,180 | 25 | 0.0% | 0.0% | 83 | -642 | -6.54% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 8,404 | 24 | 0.0% | 0.0% | 84 | -3,976 | -32.12% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 7,663 | 22 | 0.0% | 0.0% | 85 | +1,818 | 31.1% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,714 | 22 | 0.0% | 0.0% | 86 | -155 | -1.97% | Q2 2026 | Jul 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,557 | 19 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harborfront Financial Group LLC | History | New | 6,500 | 18 | 0.07% | — | 88 | +6,500 | New | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,740 | 17 | 0.0% | 0.0% | 89 | +2,008 | 53.8% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,780 | 10 | 0.0% | 0.0% | 90 | -2,366 | -38.5% | Q2 2026 | Aug 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 3,118 | 9 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,252 | 9 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,800 | 8 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,500 | 7 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 2,250 | 6 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| US BANCORP \DE\ | History | Added to | 1,750 | 5 | 0.0% | 0.0% | 96 | +450 | 34.62% | Q2 2026 | Aug 12, 2026 |
| ESL Trust Services, LLC | History | No change | 1,500 | 4 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | New | 1,048 | 3 | 0.0% | — | 98 | +1,048 | New | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 948 | 2 | 0.0% | 0.0% | 100 | -2,714 | -74.11% | Q2 2026 | Aug 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 832 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | New | 528 | 1 | 0.0% | — | 105 | +528 | New | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | New | 484 | 1 | 0.0% | — | 104 | +484 | New | Q2 2026 | Aug 10, 2026 |
| Rialto Wealth Management, LLC | History | New | 349 | 1 | 0.0% | — | 106 | +349 | New | Q2 2026 | Aug 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 350 | 1 | 0.0% | — | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MCF Advisors LLC | History | No change | 626 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 545 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -320,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.0% | — | -319,451 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -262,071 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,776 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,114 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,338 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -51,400 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Laidlaw Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -34,352 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,410 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,741 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,018 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,479 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,200 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -2,256 | -98.86% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 186 | 0 | — | 0.0% | — | -754 | -80.21% | Q2 2026 | Jul 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -503 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 244 | 0 | — | 0.0% | — | -281 | -53.52% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | New | 200 | 0 | — | — | — | +200 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 200 | 0 | — | — | — | +200 | New | Q2 2026 | Jul 22, 2026 |
| Bare Financial Services, Inc | History | New | 200 | 0 | — | — | — | +200 | New | Q2 2026 | Jul 27, 2026 |
| Catherine Avery Investment Management LLC | History | New | 115 | 0 | — | — | — | +115 | New | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | Added to | 118 | 0 | — | — | — | +95 | 413.04% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 41 | 0 | — | — | — | -74 | -64.35% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | New | 63 | 0 | — | — | — | +63 | New | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | New | 63 | 0 | — | — | — | +63 | New | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 60 | 0 | — | — | — | +55 | 1100.0% | Q2 2026 | Jul 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 50 | 0 | — | — | — | +50 | New | Q2 2026 | Jul 27, 2026 |
| Fortitude Family Office, LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q2 2026 | Jul 20, 2026 |
| Lodestone Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 186 | 0 | — | — | — | +10 | 5.68% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 169 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |