WeRide Inc. - WRD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Uber Technologies, Inc | History | New | 11,193,322 | 90,553 | 2.51% | — | 1 | +11,193,322 | New | Q1 2026 | May 08, 2026 |
| China-UAE Investment Cooperation Fund, L.P. | History | No change | 7,769,918 | 62,858 | 100.0% | 100.0% | 2 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 7,767,711 | 62,840 | 0.0% | — | 3 | +7,767,711 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 4,662,678 | 37,721 | 0.0% | 0.0% | 4 | +1,767,096 | 61.03% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,506,252 | 36,455 | 0.01% | 0.0% | 5 | +1,738,146 | 62.79% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 4,279,987 | 34,625 | 0.0% | 0.0% | 6 | -115,935 | -2.64% | Q1 2026 | May 15, 2026 |
| Robert Bosch GmbH | History | No change | 4,114,784 | 33,288 | 20.76% | 19.69% | 7 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ARK Investment Management LLC | History | Added to | 3,649,331 | 29,523 | 0.23% | 0.12% | 8 | +1,647,435 | 82.29% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,595,319 | 29,086 | 0.0% | 0.0% | 9 | +3,523,785 | 4926.03% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,145,868 | 25,450 | 0.0% | 0.0% | 10 | +227,694 | 7.8% | Q1 2026 | May 15, 2026 |
| Global Alpha Capital Management Ltd. | History | New | 2,547,702 | 20,610 | 1.24% | — | 11 | +2,547,702 | New | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,530,040 | 20,468 | 0.03% | 0.07% | 12 | -2,499,663 | -49.7% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,524,319 | 20,421 | 0.0% | 0.0% | 13 | +87,698 | 3.6% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 2,305,997 | 18,655 | 0.01% | 0.0% | 14 | +1,605,657 | 229.27% | Q1 2026 | Apr 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Added to | 2,305,997 | 18,609 | 0.26% | 0.07% | 15 | +1,605,657 | 229.27% | Q1 2026 | May 07, 2026 |
| Greenwoods Asset Management Hong Kong Ltd. | History | No change | 2,201,800 | 17,812 | 0.46% | 0.47% | 16 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 2,015,221 | 16,303 | 0.0% | — | 17 | +2,015,221 | New | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,931,917 | 15,629 | 0.02% | 0.03% | 18 | -693,708 | -26.42% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,664,998 | 13,469 | 0.02% | 0.03% | 19 | -948,375 | -36.29% | Q1 2026 | May 15, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | No change | 979,885 | 8,505 | 0.76% | 0.76% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 958,062 | 7,750 | 0.0% | 0.0% | 21 | +7,977 | 0.84% | Q1 2026 | May 15, 2026 |
| KADENSA CAPITAL Ltd | History | No change | 900,297 | 7,283 | 1.01% | 0.81% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 856,800 | 6,931 | 0.01% | 0.01% | 23 | +245,862 | 40.24% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Added to | 788,100 | 6,375 | 0.01% | 0.0% | 24 | +570,088 | 261.49% | Q1 2026 | May 08, 2026 |
| JOHO CAPITAL LLC | History | New | 787,636 | 6,371 | 1.71% | — | 25 | +787,636 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 713,493 | 5,772 | 0.0% | 0.0% | 26 | -3,371,991 | -82.54% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 698,500 | 5,650 | 0.0% | 0.0% | 27 | +428,271 | 158.48% | Q1 2026 | May 05, 2026 |
| M&G Plc | History | Reduced | 695,628 | 5,565 | 0.03% | 0.03% | 28 | -54,315 | -7.24% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 529,800 | 4,286 | 0.0% | 0.0% | 29 | +81,168 | 18.09% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 512,800 | 4,148 | 0.0% | 0.0% | 30 | -275,200 | -34.92% | Q1 2026 | May 14, 2026 |
| Hood River Capital Management LLC | History | New | 410,998 | 3,324 | 0.03% | — | 31 | +410,998 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 356,432 | 2,883 | 0.0% | 0.0% | 32 | +186,245 | 109.44% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 400,151 | 2,845 | 0.0% | 0.0% | 33 | +395,581 | 8656.04% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 338,156 | 2,735 | 0.01% | 0.02% | 34 | -308,122 | -47.68% | Q1 2026 | May 14, 2026 |
| HITE Hedge Asset Management LLC | History | Reduced | 259,409 | 2,098 | 0.12% | 0.17% | 35 | -54,470 | -17.35% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 236,847 | 1,916 | 0.0% | 0.0% | 36 | -11,384 | -4.59% | Q1 2026 | May 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | New | 228,058 | 1,844 | 0.0% | — | 37 | +228,058 | New | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 216,976 | 1,755 | 0.0% | 0.0% | 38 | -630 | -0.29% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 210,722 | 1,704 | 0.01% | 0.01% | 39 | +14,910 | 7.61% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 180,648 | 1,461 | 0.01% | — | 40 | +180,648 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 168,044 | 1,359 | 0.0% | 0.0% | 41 | -4,474 | -2.59% | Q1 2026 | May 12, 2026 |
| Havemeyer Place LP | History | New | 167,972 | 1,358 | 0.16% | — | 42 | +167,972 | New | Q1 2026 | May 13, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 154,281 | 1,248 | 0.15% | 0.17% | 43 | -2,700 | -1.72% | Q1 2026 | Apr 16, 2026 |
| Vontobel Holding Ltd. | History | New | 152,863 | 1,236 | 0.0% | — | 44 | +152,863 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 144,635 | 1,170 | 0.0% | — | 45 | +144,635 | New | Q1 2026 | May 13, 2026 |
| Electron Capital Partners, LLC | History | Added to | 133,867 | 1,082 | 0.04% | 0.05% | 46 | +773 | 0.58% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 131,600 | 1,064 | 0.0% | 0.0% | 47 | -52,544 | -28.53% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | New | 105,182 | 850 | 0.01% | — | 48 | +105,182 | New | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 91,283 | 738 | 0.0% | 0.02% | 49 | -588,615 | -86.57% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 84,245 | 681 | 0.01% | 0.01% | 50 | +41,143 | 95.45% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 82,000 | 663 | 0.0% | — | 51 | +82,000 | New | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Reduced | 70,502 | 570 | 0.0% | 0.03% | 52 | -258,397 | -78.56% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 70,000 | 565 | 0.0% | 0.0% | 53 | +25,900 | 58.73% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 66,666 | 539 | 0.0% | 0.0% | 54 | +66,066 | 11011.0% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 66,296 | 536 | 0.0% | 0.0% | 55 | +32,019 | 93.41% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 62,888 | 514 | 0.0% | 0.0% | 56 | +42,021 | 201.38% | Q1 2026 | Apr 30, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 62,727 | 507 | 0.0% | — | 57 | +62,727 | New | Q1 2026 | May 08, 2026 |
| Vienna Asset Management LLC | History | Reduced | 62,481 | 505 | 0.39% | 0.41% | 58 | -20,000 | -24.25% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 62,392 | 504 | 0.0% | 0.0% | 59 | -21,585 | -25.7% | Q1 2026 | May 06, 2026 |
| Yarbrough Capital, LLC | History | No change | 60,426 | 488 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 55,000 | 445 | 0.0% | 0.0% | 61 | +25,000 | 83.33% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 54,903 | 444 | 0.02% | 0.01% | 62 | +2,899 | 5.57% | Q1 2026 | Apr 24, 2026 |
| Oasis Management Co Ltd. | History | New | 51,629 | 417 | 0.02% | — | 63 | +51,629 | New | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 51,315 | 415 | 0.01% | — | 64 | +51,315 | New | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 51,228 | 414 | 0.0% | 0.0% | 65 | -4,745 | -8.48% | Q1 2026 | May 04, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 50,000 | 404 | 0.03% | 0.03% | 66 | +10,000 | 25.0% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 47,103 | 381 | 0.0% | 0.0% | 67 | -130,320 | -73.45% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 42,487 | 343 | 0.0% | — | 68 | +42,487 | New | Q1 2026 | May 13, 2026 |
| Krane Funds Advisors LLC | History | Added to | 44,398 | 340 | 0.01% | 0.01% | 69 | +1,786 | 4.19% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 36,924 | 298 | 0.0% | 0.0% | 70 | -14,685 | -28.45% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 35,300 | 285 | 0.0% | 0.0% | 71 | +5,550 | 18.66% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 26,933 | 217 | 0.0% | 0.0% | 72 | +25,772 | 2219.81% | Q1 2026 | Apr 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 23,278 | 188 | 0.0% | 0.0% | 73 | +4,646 | 24.94% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | New | 21,755 | 175 | 0.0% | — | 74 | +21,755 | New | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 19,400 | 156 | 0.0% | 0.0% | 75 | -700 | -3.48% | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 18,850 | 152 | 0.01% | — | 76 | +18,850 | New | Q1 2026 | May 07, 2026 |
| Corecam Pte. Ltd. | History | New | 18,188 | 147 | 0.06% | — | 77 | +18,188 | New | Q1 2026 | Apr 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 18,000 | 145 | 0.0% | 0.0% | 78 | -76,195 | -80.89% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,825 | 144 | 0.0% | 0.0% | 79 | +3,661 | 25.85% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 17,288 | 140 | 0.0% | 0.0% | 80 | +1,768 | 11.39% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | New | 16,851 | 136 | 0.0% | — | 81 | +16,851 | New | Q1 2026 | Apr 16, 2026 |
| Headlands Technologies LLC | History | New | 15,238 | 123 | 0.01% | — | 82 | +15,238 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,965 | 96 | 0.0% | 0.0% | 83 | +260 | 2.22% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,563 | 85 | 0.0% | 0.0% | 84 | +7,913 | 298.6% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 6,800 | 55 | 0.0% | 0.0% | 85 | +800 | 13.33% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,807 | 38 | 0.0% | 0.0% | 86 | -1,387 | -22.39% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,500 | 36 | 0.0% | 0.0% | 87 | -31,256 | -87.41% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | New | 4,144 | 33 | 0.0% | — | 89 | +4,144 | New | Q1 2026 | Apr 20, 2026 |
| Leonteq Securities AG | History | No change | 4,112 | 33 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 3,427 | 28 | 0.0% | 0.0% | 90 | +934 | 37.46% | Q1 2026 | Apr 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3,238 | 26 | 0.0% | 0.01% | 91 | -2,310 | -41.64% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,193 | 17 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,000 | 16 | 0.0% | 0.0% | 93 | -25,000 | -92.59% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,134 | 14 | 0.0% | 0.0% | 94 | +171 | 8.71% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 1,175 | 9 | 0.0% | — | 95 | +1,175 | New | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,000 | 8 | 0.0% | 0.0% | 96 | -33 | -3.19% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 1,100 | 8 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 870 | 7 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 516 | 4 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 427 | 3 | 0.0% | — | 101 | +427 | New | Q1 2026 | Apr 02, 2026 |
| ASSETMARK, INC | History | Added to | 422 | 3 | 0.0% | — | 100 | +387 | 1105.71% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | New | 359 | 2 | 0.0% | — | 103 | +359 | New | Q1 2026 | May 07, 2026 |
| Orion Capital Management LLC | History | No change | 254 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 224 | 1 | 0.0% | — | 106 | +224 | New | Q1 2026 | May 19, 2026 |
| Capital Analysts, LLC | History | New | 185 | 1 | 0.0% | — | 105 | +185 | New | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 163 | 1 | 0.0% | — | 104 | +163 | New | Q1 2026 | Apr 30, 2026 |
| FengHe Fund Management Pte. Ltd. | History | Closed out | 0 | 0 | — | 2.04% | — | -4,175,181 | -100.0% | Q1 2026 | May 15, 2026 |
| Temasek Holdings (Private) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -2,978,803 | -100.0% | Q1 2026 | May 12, 2026 |
| Carrhae Capital LLP | History | Closed out | 0 | 0 | — | 0.8% | — | -2,421,132 | -100.0% | Q1 2026 | May 13, 2026 |
| Styrax Capital, LP | History | Closed out | 0 | 0 | — | 0.9% | — | -1,358,902 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -590,528 | -100.0% | Q1 2026 | May 15, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -444,723 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -295,946 | -100.0% | Q1 2026 | May 13, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.3% | — | -180,358 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Main Management ETF Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -107,271 | -100.0% | Q1 2026 | May 14, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -55,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -33,817 | -100.0% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,516 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,229 | -100.0% | Q1 2026 | May 14, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -18,678 | -100.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,840 | -100.0% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,000 | -100.0% | Q1 2026 | May 20, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,469 | -100.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,989 | -100.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -922 | -100.0% | Q1 2026 | May 14, 2026 |
| Cygnus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -847 | -100.0% | Q1 2026 | May 12, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 102 | 0 | — | 0.0% | — | -286 | -73.71% | Q1 2026 | Apr 07, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -85 | -100.0% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | New | 74 | 0 | — | — | — | +74 | New | Q1 2026 | Apr 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5 | 0 | — | — | — | -70 | -93.33% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| High Point Wealth Management, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |