WhiteFiber, Inc. - WYFI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,949,332 | 75,731 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Situational Awareness LP | History | No change | 1,757,600 | 68,282 | 0.34% | 0.34% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,174,300 | 45,621 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BlackRock, Inc. | History | No change | 800,577 | 31,102 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital World Investors | History | No change | 719,612 | 27,956 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 635,922 | 24,705 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 582,371 | 22,625 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 429,655 | 16,692 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 425,000 | 16,511 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 398,891 | 15,498 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 390,042 | 15,153 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 298,029 | 11,580 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 296,294 | 11,511 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 237,504 | 9,227 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 234,172 | 9,097 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 225,955 | 8,778 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 181,663 | 7,057 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 167,178 | 6,494 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 162,524 | 6,314 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 146,901 | 5,707 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 142,107 | 5,520 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 133,436 | 5,183 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidal Investments LLC | History | No change | 125,510 | 4,876 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 115,393 | 4,483 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Defiance ETFs, LLC | History | No change | 126,259 | 4,411 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 97,520 | 3,788 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 103,009 | 3,712 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 86,686 | 3,367 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 83,989 | 3,262 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 80,000 | 3,108 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 79,868 | 3,102 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 76,309 | 2,964 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 74,459 | 2,892 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 73,029 | 2,837 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 68,279 | 2,652 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 65,311 | 2,537 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 64,180 | 2,493 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 61,564 | 2,392 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 59,416 | 2,308 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 59,155 | 2,298 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Street Group Inc. | History | No change | 58,448 | 2,270 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 56,287 | 2,186 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 56,030 | 2,176 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 114,992 | 2,071 | 0.0% | 0.0% | 44 | +5,471 | 5.0% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 48,538 | 1,885 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 45,940 | 1,784 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 45,386 | 1,763 | 0.23% | 0.23% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOZAYYX MANAGEMENT LLC | History | No change | 40,797 | 1,584 | 1.52% | 1.52% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 37,900 | 1,472 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 33,787 | 1,312 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 69,700 | 1,255 | 0.0% | 0.0% | 51 | +34,369 | 97.28% | Q3 2026 | Nov 04, 2026 |
| Cetera Investment Advisers | History | No change | 29,490 | 1,145 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORA Capital, LLC | History | No change | 28,822 | 1,119 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 28,653 | 1,113 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 26,281 | 1,021 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 25,699 | 998 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 25,656 | 996 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 22,420 | 871 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,879 | 826 | 0.0% | 0.0% | 59 | +20,944 | 83.99% | Q3 2026 | Nov 02, 2026 |
| Regal Partners Ltd | History | No change | 19,727 | 766 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 16,500 | 641 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thompson David Blair | History | No change | 16,300 | 633 | 0.32% | 0.32% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 15,114 | 587 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 15,000 | 582 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 14,889 | 578 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 13,758 | 534 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 28,940 | 521 | 0.04% | 0.05% | 67 | +7,813 | 36.98% | Q3 2026 | Nov 04, 2026 |
| Engineers Gate Manager LP | History | No change | 12,568 | 488 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 11,300 | 439 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 11,090 | 430 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belvedere Trading LLC | History | No change | 10,800 | 419 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Scientech Research LLC | History | No change | 9,981 | 387 | 0.31% | 0.31% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 19,552 | 352 | 0.03% | 0.02% | 73 | +16,603 | 563.0% | Q3 2026 | Oct 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 18,088 | 325 | 0.0% | — | 75 | +18,088 | New | Q3 2026 | Oct 28, 2026 |
| Graham Capital Management, L.P. | History | No change | 8,380 | 325 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Themes Management Co LLC | History | New | 16,940 | 305 | 0.2% | — | 76 | +16,940 | New | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | No change | 7,790 | 302 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 7,290 | 283 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 7,227 | 280 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,926 | 269 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,810 | 264 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,722 | 261 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 6,700 | 260 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 6,300 | 244 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,094 | 236 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 5,967 | 231 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,962 | 219 | 0.0% | 0.0% | 87 | +5,651 | 67.99% | Q3 2026 | Oct 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,200 | 204 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 4,771 | 185 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,600 | 178 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,950 | 153 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,536 | 137 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 2,765 | 107 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 4,599 | 82 | 0.0% | 0.0% | 94 | -2,266 | -33.01% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 1,607 | 62 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,600 | 62 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 1,464 | 56 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | New | 3,089 | 55 | 0.0% | — | 98 | +3,089 | New | Q3 2026 | Oct 15, 2026 |
| Legal & General Group Plc | History | No change | 1,112 | 43 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 1,000 | 38 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 965 | 37 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 887 | 34 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polaris Financial Partners | History | New | 1,500 | 27 | 0.01% | — | 103 | +1,500 | New | Q3 2026 | Oct 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 600 | 23 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 500 | 19 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 478 | 18 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 741 | 13 | 0.0% | 0.0% | 107 | +506 | 215.32% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 251 | 9 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 244 | 9 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 200 | 7 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 191 | 7 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 155 | 6 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 224 | 4 | 0.0% | 0.0% | 113 | -5 | -2.18% | Q3 2026 | Oct 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 174 | 3 | 0.0% | 0.0% | 115 | +147 | 544.44% | Q3 2026 | Oct 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 87 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | New | 125 | 2 | 0.0% | — | 118 | +125 | New | Q3 2026 | Oct 01, 2026 |
| Operose Advisors LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 106 | 1 | 0.0% | — | 125 | +106 | New | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | New | 84 | 1 | 0.0% | — | 124 | +84 | New | Q3 2026 | Oct 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 66 | 1 | 0.0% | — | 120 | +47 | 247.37% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 91 | 1 | 0.0% | 0.0% | 121 | -9 | -9.0% | Q3 2026 | Oct 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 28 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,050 | -100.0% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,608 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,200 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -616 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -64 | -64.65% | Q3 2026 | Oct 08, 2026 |
| Parkside Financial Bank & Trust | History | New | 50 | 0 | — | — | — | +50 | New | Q3 2026 | Oct 27, 2026 |
| Bell Investment Advisors, Inc | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 28, 2026 |
| Abound Wealth Management | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 26, 2026 |
| SJS Investment Consulting Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 26, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 30, 2026 |
| Covestor Ltd | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Parallel Advisors, LLC | History | No change | 33 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 42 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bare Financial Services, Inc | History | No change | 42 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | No change | 27 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |