WEALTHFRONT CORP - WLTH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | History | No change | 15,156,877 | 135,502 | 0.57% | 0.57% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAG Ventures, LLC | History | No change | 13,813,473 | 123,492 | 98.95% | 98.95% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Index Venture Associates VI Ltd | History | No change | 9,460,434 | 84,576 | 4.04% | 4.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 8,363,073 | 74,765 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ribbit Management Company, LLC | History | No change | 5,479,267 | 48,984 | 2.39% | 2.39% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 4,213,246 | 37,666 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,767,445 | 33,680 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 3,474,002 | 31,058 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,994,533 | 27,100 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,763,569 | 24,706 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,484,119 | 22,208 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| North Reef Capital Management LP | History | No change | 2,444,253 | 21,851 | 0.84% | 0.84% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,603,350 | 14,333 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,343,427 | 12,010 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 1,129,703 | 11,726 | 0.08% | 0.05% | 15 | +204,498 | 22.1% | Q3 2026 | Oct 06, 2026 |
| UBS Group AG | History | No change | 1,030,869 | 9,215 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,027,877 | 9,191 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pillsbury Lake Capital LLC | History | No change | 1,025,030 | 9,163 | 2.5% | 2.5% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 811,474 | 7,254 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 799,734 | 7,149 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PB INVESTMENT PARTNERS, L.P. | History | No change | 729,453 | 6,521 | 4.34% | 4.34% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 667,627 | 5,968 | 0.28% | 0.28% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whetstone Capital Advisors, LLC | History | No change | 604,160 | 5,401 | 1.42% | 1.42% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 556,247 | 5,145 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 563,320 | 5,036 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 491,590 | 4,394 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 424,900 | 3,798 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 398,841 | 3,565 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 361,843 | 3,234 | 0.24% | 0.24% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 348,116 | 3,112 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 318,475 | 2,847 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 317,227 | 2,836 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 312,853 | 2,796 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 310,573 | 2,777 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 308,164 | 2,754 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 302,137 | 2,701 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| a16z Perennial Management, L.P. | History | No change | 258,624 | 2,312 | 0.19% | 0.19% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 254,816 | 2,278 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 250,107 | 2,235 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 246,414 | 2,202 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 245,042 | 2,190 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 196,816 | 2,042 | 0.0% | 0.0% | 42 | -347,606 | -63.85% | Q3 2026 | Nov 02, 2026 |
| PEAK6 LLC | History | No change | 225,000 | 2,011 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 212,137 | 1,896 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 202,001 | 1,805 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 166,356 | 1,487 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stoic Point Capital Management LLC | History | No change | 162,394 | 1,451 | 1.2% | 1.2% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 150,000 | 1,341 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 124,620 | 1,293 | 0.0% | 0.0% | 49 | +105,664 | 557.42% | Q3 2026 | Nov 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 135,546 | 1,211 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 119,774 | 1,070 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 102,500 | 916 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 100,603 | 899 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atom Investors LP | History | No change | 97,238 | 869 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CDC Financial, Inc. | History | No change | 95,523 | 853 | 0.36% | 0.36% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 86,632 | 774 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 86,046 | 769 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Swiss National Bank | History | No change | 82,800 | 740 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 82,408 | 736 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 79,624 | 711 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 73,072 | 653 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantbot Technologies LP | History | No change | 62,425 | 558 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 60,442 | 540 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 57,743 | 516 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veradace Capital Management LLC | History | No change | 51,958 | 464 | 0.35% | 0.35% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 47,559 | 425 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 46,050 | 411 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 43,430 | 388 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 43,492 | 388 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 42,754 | 382 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 41,411 | 370 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 40,602 | 362 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 36,730 | 328 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 37,198 | 326 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 36,381 | 325 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 36,329 | 324 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 34,568 | 309 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 33,872 | 302 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 30,000 | 268 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 29,418 | 262 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 28,268 | 252 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 28,067 | 250 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,500 | 227 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 24,822 | 221 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlpInvest Partners B.V. | History | No change | 24,251 | 216 | 0.36% | 0.36% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 22,200 | 198 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 20,496 | 183 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 20,452 | 182 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MYDA Advisors LLC | History | No change | 20,000 | 178 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 19,782 | 176 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 18,101 | 161 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 16,803 | 150 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 16,700 | 149 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 16,164 | 144 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 13,661 | 141 | 0.0% | 0.0% | 95 | +2,270 | 19.93% | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | New | 11,747 | 121 | 0.0% | — | 96 | +11,747 | New | Q3 2026 | Oct 28, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 13,412 | 119 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 13,304 | 118 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ICONIQ Capital, LLC | History | No change | 12,469 | 111 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Philanthropic Trust | History | No change | 12,469 | 111 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 12,425 | 111 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,207 | 109 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 11,807 | 105 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AXQ CAPITAL, LP | History | No change | 11,758 | 105 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 11,649 | 104 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 11,659 | 104 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,328 | 101 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,161 | 99 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,000 | 98 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 10,393 | 92 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 10,121 | 90 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,300 | 83 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BP PLC | History | No change | 6,928 | 68 | 0.43% | 0.43% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 6,449 | 66 | 0.0% | — | 114 | +6,449 | New | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 5,691 | 50 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,660 | 50 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 3,440 | 30 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Reduced | 2,800 | 29 | 0.0% | 0.0% | 118 | -4,600 | -62.16% | Q3 2026 | Oct 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,751 | 28 | 0.0% | 0.0% | 119 | +2,443 | 793.18% | Q3 2026 | Oct 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,869 | 25 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,954 | 20 | 0.0% | 0.0% | 121 | +1,621 | 486.79% | Q3 2026 | Oct 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,378 | 14 | 0.0% | 0.01% | 122 | -66,834 | -97.98% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,531 | 13 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,120 | 10 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,177 | 10 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 1,116 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 432 | 4 | 0.0% | — | 127 | +322 | 292.73% | Q3 2026 | Nov 04, 2026 |
| Fortitude Family Office, LLC | History | New | 325 | 3 | 0.0% | — | 128 | +325 | New | Q3 2026 | Oct 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 270 | 2 | 0.0% | 0.0% | 130 | +20 | 8.0% | Q3 2026 | Oct 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 223 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 112 | 1 | 0.0% | 0.0% | 131 | -150 | -57.25% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | Added to | 123 | 1 | 0.0% | — | 135 | +30 | 32.26% | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 125 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 170 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quarry LP | History | No change | 155 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -112,800 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -28,439 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 38 | 0 | — | — | — | -37 | -49.33% | Q3 2026 | Oct 08, 2026 |
| Covestor Ltd | History | Reduced | 27 | 0 | — | — | — | -17 | -38.64% | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |