Westrock Coffee Co - WEST
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HF Capital, LLC | History | No change | 12,749,755 | 54,186 | 22.65% | 30.95% | 1 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stephens Group, LLC | History | No change | 8,110,043 | 34,467 | 20.1% | 17.8% | 2 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 4,716,705 | 20,045 | 5.92% | 5.7% | 3 | -9,854 | -0.21% | Q1 2026 | Apr 02, 2026 |
| NFC Investments, LLC | History | Reduced | 3,529,748 | 15,001 | 4.18% | 4.3% | 4 | -216,211 | -5.77% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 2,921,059 | 11,888 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 2,797,138 | 11,887 | 0.0% | 0.0% | 6 | +41,852 | 1.52% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,553,675 | 10,853 | 0.0% | 0.0% | 7 | +96,461 | 3.93% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,094,328 | 8,900 | 0.0% | — | 8 | +2,094,328 | New | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,876,688 | 7,975 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 976,439 | 4,150 | 0.0% | 0.0% | 10 | +81,779 | 9.14% | Q1 2026 | May 15, 2026 |
| AGMAN CAPITAL LLC | History | Added to | 838,846 | 3,565 | 2.84% | 2.56% | 11 | +99,999 | 13.53% | Q1 2026 | Apr 29, 2026 |
| STATE STREET CORP | History | Added to | 765,505 | 3,253 | 0.0% | 0.0% | 12 | +73,710 | 10.65% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | Added to | 718,800 | 3,054 | 0.05% | 0.05% | 13 | +143,800 | 25.01% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 608,838 | 2,587 | 0.0% | — | 14 | +608,838 | New | Q1 2026 | May 08, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 593,726 | 2,416 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 308,780 | 1,312 | 0.0% | 0.0% | 16 | +13,793 | 4.68% | Q1 2026 | May 15, 2026 |
| LEE DANNER & BASS INC | History | New | 283,000 | 1,202 | 0.08% | — | 17 | +283,000 | New | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 276,876 | 1,176 | 0.0% | 0.0% | 18 | +16,753 | 6.44% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 268,287 | 1,140 | 0.0% | — | 19 | +268,287 | New | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 256,316 | 1,089 | 0.0% | 0.0% | 20 | +176,388 | 220.68% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 256,093 | 1,088 | 0.0% | 0.0% | 21 | +79,164 | 44.74% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 248,328 | 1,055 | 0.01% | 0.01% | 22 | +1,200 | 0.49% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 220,900 | 938 | 0.01% | 0.0% | 23 | -8,075 | -3.53% | Q1 2026 | Apr 15, 2026 |
| Krilogy Financial LLC | History | Added to | 166,237 | 866 | 0.03% | 0.03% | 24 | +1,135 | 0.69% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 183,048 | 777 | 0.0% | 0.0% | 25 | -50,481 | -21.62% | Q1 2026 | May 15, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 161,297 | 685 | 0.31% | 0.29% | 26 | -2,033 | -1.24% | Q1 2026 | Apr 30, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 156,201 | 664 | 0.49% | 0.4% | 27 | -5,832 | -3.6% | Q1 2026 | May 15, 2026 |
| Piedmont Capital Management, LLC/NC | History | Reduced | 151,354 | 643 | 0.43% | 0.42% | 28 | -7,000 | -4.42% | Q1 2026 | Apr 21, 2026 |
| Ethic Inc. | History | New | 15,397 | 613 | 0.01% | — | 29 | +15,397 | New | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 135,308 | 575 | 0.0% | 0.0% | 30 | +121,825 | 903.55% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Added to | 125,038 | 531 | 0.04% | 0.04% | 31 | +9,319 | 8.05% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | Added to | 116,025 | 493 | 0.0% | 0.0% | 32 | +59,336 | 104.67% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 105,896 | 450 | 0.0% | 0.0% | 33 | +71,391 | 206.9% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 90,721 | 385 | 0.0% | 0.0% | 34 | -71,946 | -44.23% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 85,212 | 362 | 0.0% | 0.0% | 35 | -29,453 | -25.69% | Q1 2026 | May 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 66,126 | 330 | 0.05% | 0.04% | 36 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 76,437 | 324 | 0.0% | 0.0% | 37 | -3,236 | -4.06% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 69,801 | 296 | 0.0% | 0.0% | 38 | +1,477 | 2.16% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 69,676 | 296 | 0.0% | 0.0% | 39 | +1,283 | 1.88% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 65,130 | 277 | 0.0% | 0.0% | 40 | +7,969 | 13.94% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | No change | 62,934 | 267 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Private Capital Management, LLC | History | No change | 60,000 | 255 | 0.03% | 0.02% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 58,167 | 247 | 0.01% | 0.01% | 43 | -300 | -0.51% | Q1 2026 | May 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 57,614 | 244 | 0.0% | 0.0% | 44 | -13,436 | -18.91% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | New | 50,000 | 212 | 0.0% | — | 45 | +50,000 | New | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 47,430 | 201 | 0.0% | 0.0% | 46 | +17,000 | 55.87% | Q1 2026 | May 05, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 46,705 | 198 | 0.0% | 0.0% | 47 | +9,698 | 26.21% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 42,413 | 180 | 0.0% | 0.0% | 48 | -550 | -1.28% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 42,000 | 178 | 0.0% | 0.0% | 49 | -23,675 | -36.05% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 36,540 | 155 | 0.03% | 0.03% | 50 | +3,087 | 9.23% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 33,512 | 142 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 34,420 | 140 | 0.0% | 0.0% | 52 | +2,700 | 8.51% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 32,199 | 136 | 0.0% | 0.0% | 54 | -644,201 | -95.24% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 32,215 | 136 | 0.0% | 0.0% | 53 | +11,940 | 58.89% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 30,939 | 131 | 0.0% | 0.0% | 55 | -23,350 | -43.01% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 29,811 | 122 | 0.0% | 0.0% | 56 | +15,676 | 110.9% | Q1 2026 | Apr 30, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 28,000 | 119 | 0.01% | 0.01% | 57 | +2,000 | 7.69% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 26,161 | 111 | 0.0% | 0.0% | 58 | +8,187 | 45.55% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 25,301 | 107 | 0.0% | 0.0% | 59 | -126,834 | -83.37% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 24,755 | 105 | 0.0% | 0.0% | 60 | -37,783 | -60.42% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 23,999 | 101 | 0.01% | 0.02% | 61 | -26,839 | -52.79% | Q1 2026 | Apr 20, 2026 |
| Aquatic Capital Management LLC | History | Added to | 23,597 | 100 | 0.0% | 0.0% | 63 | +21,528 | 1040.5% | Q1 2026 | May 15, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 23,615 | 100 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arvest Bank Trust Division | History | No change | 22,635 | 96 | 0.01% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 19,400 | 82 | 0.0% | 0.0% | 65 | +219 | 1.14% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 19,033 | 80 | 0.0% | — | 66 | +19,033 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,571 | 78 | 0.0% | 0.0% | 68 | -136,627 | -88.03% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 18,413 | 78 | 0.0% | 0.0% | 67 | +5,037 | 37.66% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 18,803 | 76 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,146 | 72 | 0.0% | 0.0% | 70 | +408 | 2.44% | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 15,850 | 67 | 0.06% | — | 71 | +15,850 | New | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 15,000 | 63 | 0.0% | 0.0% | 72 | -10,000 | -40.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 14,660 | 62 | 0.0% | 0.0% | 73 | -26,077 | -64.01% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,171 | 61 | 0.0% | 0.0% | 74 | +547 | 3.74% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | No change | 14,353 | 61 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 13,999 | 59 | 0.0% | 0.0% | 76 | -1,065 | -7.07% | Q1 2026 | May 13, 2026 |
| Summit Asset Management, LLC | History | No change | 13,271 | 56 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 12,866 | 54 | 0.0% | 0.0% | 78 | -18,315 | -58.74% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 12,000 | 51 | 0.0% | 0.0% | 80 | -2,000 | -14.29% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,061 | 51 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,070 | 51 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 11,856 | 50 | 0.0% | 0.0% | 82 | -1,422 | -10.71% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 11,698 | 49 | 0.0% | 0.0% | 83 | -9,165 | -43.93% | Q1 2026 | May 14, 2026 |
| Hexagon Capital Partners LLC | History | No change | 11,755 | 49 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,656 | 45 | 0.0% | 0.0% | 85 | -12,142 | -53.26% | Q1 2026 | May 08, 2026 |
| Hudson Bay Capital Management LP | History | New | 10,580 | 44 | 0.0% | — | 88 | +10,580 | New | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,431 | 44 | 0.0% | 0.0% | 86 | -1,060 | -9.22% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 10,553 | 44 | 0.0% | 0.0% | 87 | +47 | 0.45% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,046 | 34 | 0.0% | 0.0% | 89 | +138 | 1.75% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,640 | 28 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GROUP ONE TRADING LLC | History | New | 6,053 | 25 | 0.0% | — | 91 | +6,053 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 5,096 | 21 | 0.0% | 0.0% | 92 | +3,044 | 148.34% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,631 | 15 | 0.0% | 0.0% | 93 | -1,699 | -31.88% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,778 | 14 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,320 | 14 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,491 | 14 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,500 | 14 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legal & General Group Plc | History | Reduced | 3,219 | 13 | 0.0% | 0.0% | 98 | -669 | -17.21% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,962 | 12 | 0.0% | 0.0% | 99 | -191 | -6.06% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,034 | 12 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 2,207 | 9 | 0.0% | 0.0% | 101 | -843 | -27.64% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,000 | 8 | 0.0% | — | 104 | +2,000 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,933 | 8 | 0.0% | 0.0% | 102 | +1,091 | 129.57% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,950 | 8 | 0.0% | 0.0% | 103 | -267 | -12.04% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,617 | 7 | 0.0% | 0.0% | 105 | -2,011 | -55.43% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,795 | 7 | 0.0% | 0.0% | 107 | +720 | 66.98% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,710 | 7 | 0.0% | 0.0% | 106 | +416 | 32.15% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,163 | 4 | 0.0% | 0.0% | 109 | -5,102 | -81.44% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Added to | 969 | 4 | 0.0% | — | 110 | +950 | 5000.0% | Q1 2026 | May 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,000 | 4 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 705 | 2 | 0.0% | 0.0% | 111 | -672 | -48.8% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 672 | 2 | 0.0% | 0.0% | 113 | -16 | -2.33% | Q1 2026 | Apr 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 500 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Reduced | 280 | 1 | 0.0% | 0.0% | 116 | -2,075 | -88.11% | Q1 2026 | Jun 02, 2026 |
| Blue Trust, Inc. | History | Reduced | 394 | 1 | 0.0% | 0.0% | 117 | -1,754 | -81.66% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 389 | 1 | 0.0% | 0.0% | 115 | -614 | -61.22% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 392 | 1 | 0.0% | 0.0% | 118 | -216 | -35.53% | Q1 2026 | Jun 02, 2026 |
| Allworth Financial LP | History | Reduced | 259 | 1 | 0.0% | 0.0% | 114 | -35 | -11.9% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -130,623 | -100.0% | Q1 2026 | May 15, 2026 |
| Paragon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,326 | -100.0% | Q1 2026 | May 04, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,853 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,117 | -100.0% | Q1 2026 | May 08, 2026 |
| RPO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,000 | -100.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,494 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,754 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,453 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,350 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,132 | -100.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | New | 66 | 0 | — | — | — | +66 | New | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 68 | 0 | — | — | — | +44 | 183.33% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 58 | 0 | — | — | — | +42 | 262.5% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 20 | 0 | — | — | — | -32 | -61.54% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2 | 0 | — | — | — | -23 | -92.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 22 | 0 | — | — | — | +12 | 120.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 43 | 0 | — | — | — | +6 | 16.22% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | No change | 234 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| West Financial Advisors, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| True Wealth Design, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |