Xponential Fitness, Inc. - XPOF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Voss Capital, LP | History | Added to | 6,458,653 | 38,881 | 2.06% | 2.38% | 1 | +425,000 | 7.04% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,637,153 | 13,473 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Citizens Business Bank | History | New | 2,000,000 | 12,040 | 1.97% | — | 3 | +2,000,000 | New | Q1 2026 | May 01, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,796,122 | 10,812 | 0.01% | 0.01% | 4 | +331,109 | 22.6% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,785,700 | 10,749 | 0.0% | 0.0% | 5 | -6,407 | -0.36% | Q1 2026 | May 13, 2026 |
| MSD Partners, L.P. | History | No change | 1,655,390 | 9,965 | 12.1% | 12.55% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 1,250,000 | 7,525 | 0.03% | 0.02% | 7 | +500,000 | 66.67% | Q1 2026 | May 13, 2026 |
| Solel Partners LP | History | No change | 1,245,000 | 7,494 | 1.6% | 1.66% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,165,372 | 7,015 | 0.0% | — | 9 | +1,165,372 | New | Q1 2026 | May 15, 2026 |
| Shay Capital LLC | History | Added to | 1,153,551 | 6,944 | 0.58% | 0.37% | 10 | +712,751 | 161.69% | Q1 2026 | May 15, 2026 |
| GRIZZLYROCK CAPITAL, LLC | History | Added to | 994,580 | 5,987 | 4.74% | 6.0% | 11 | +20,396 | 2.09% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Added to | 916,642 | 5,518 | 0.3% | 0.21% | 12 | +399,883 | 77.38% | Q1 2026 | May 05, 2026 |
| Kanen Wealth Management LLC | History | Added to | 845,922 | 5,092 | 1.83% | 0.4% | 13 | +685,149 | 426.16% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 654,138 | 3,938 | 0.0% | 0.0% | 14 | +24,216 | 3.84% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 451,817 | 3,718 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Luxor Capital Group, LP | History | Reduced | 609,275 | 3,667 | 0.26% | 0.39% | 16 | -16,000 | -2.56% | Q1 2026 | May 15, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Reduced | 600,000 | 3,612 | 0.25% | 0.46% | 17 | -94,974 | -13.67% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 565,738 | 3,405 | 0.0% | 0.0% | 18 | +15,150 | 2.75% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 550,968 | 3,316 | 0.01% | 0.01% | 19 | -600,957 | -52.17% | Q1 2026 | May 15, 2026 |
| CASPIAN CAPITAL LP | History | No change | 450,355 | 2,711 | 2.64% | 2.45% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | No change | 381,500 | 2,296 | 0.04% | 0.07% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | New | 340,000 | 2,046 | 0.2% | — | 22 | +340,000 | New | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 335,931 | 1,965 | 0.0% | 0.0% | 23 | -199,246 | -37.23% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 326,399 | 1,964 | 0.0% | — | 24 | +326,399 | New | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 315,437 | 1,898 | 0.0% | 0.01% | 25 | -140,467 | -30.81% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | Added to | 302,320 | 1,819 | 0.47% | 0.59% | 26 | +32,546 | 12.06% | Q1 2026 | May 15, 2026 |
| MUFG Securities EMEA plc | History | New | 300,000 | 1,806 | 0.03% | — | 27 | +300,000 | New | Q1 2026 | May 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 273,484 | 1,646 | 0.0% | — | 28 | +273,484 | New | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 265,979 | 1,601 | 0.0% | — | 29 | +265,979 | New | Q1 2026 | May 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 265,100 | 1,595 | 0.0% | 0.0% | 30 | -69,743 | -20.83% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 250,000 | 1,505 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atairos Group, Inc. | History | No change | 225,550 | 1,357 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 218,758 | 1,316 | 0.0% | 0.0% | 33 | -27,060 | -11.01% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 207,205 | 1,247 | 0.0% | 0.0% | 34 | +7,139 | 3.57% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 187,234 | 1,127 | 0.0% | — | 35 | +187,234 | New | Q1 2026 | May 08, 2026 |
| ABS Direct Equity Fund LLC | History | No change | 180,000 | 1,083 | 0.83% | 1.76% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 169,485 | 1,020 | 0.0% | 0.0% | 37 | -531,725 | -75.83% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | New | 150,000 | 903 | 0.01% | — | 39 | +150,000 | New | Q1 2026 | May 11, 2026 |
| AREX Capital Management, LP | History | New | 150,000 | 903 | 1.49% | — | 40 | +150,000 | New | Q1 2026 | May 15, 2026 |
| Rock Creek Group LLC | History | Added to | 150,000 | 903 | 0.09% | 0.02% | 38 | +140,000 | 1400.0% | Q1 2026 | May 11, 2026 |
| CLARK ESTATES INC/NY | History | No change | 144,736 | 871 | 0.21% | 0.29% | 41 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 135,892 | 818 | 0.0% | 0.0% | 42 | +34,554 | 34.1% | Q1 2026 | May 14, 2026 |
| DBA TRADING, LLC | History | No change | 132,877 | 799 | 0.4% | 0.7% | 43 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | New | 125,000 | 752 | 0.0% | — | 44 | +125,000 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 93,049 | 560 | 0.0% | 0.0% | 45 | +34,524 | 58.99% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 87,768 | 528 | 0.0% | 0.0% | 46 | -166,832 | -65.53% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 85,534 | 514 | 0.0% | 0.0% | 47 | +22,290 | 35.24% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 83,788 | 504 | 0.0% | 0.0% | 48 | -4,424 | -5.02% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 82,702 | 497 | 0.0% | 0.0% | 49 | +61,119 | 283.18% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 70,000 | 421 | 0.0% | 0.0% | 50 | +30,500 | 77.22% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 68,608 | 413 | 0.0% | 0.0% | 51 | -258,565 | -79.03% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 67,530 | 406 | 0.0% | 0.0% | 52 | -6,867 | -9.23% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 64,690 | 389 | 0.0% | 0.0% | 53 | -46,610 | -41.88% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 61,842 | 372 | 0.0% | 0.0% | 54 | -68,862 | -52.69% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 57,272 | 344 | 0.0% | 0.0% | 55 | -131,380 | -69.64% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 40,670 | 334 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 54,000 | 325 | 0.0% | 0.0% | 57 | -130,000 | -70.65% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 53,289 | 320 | 0.02% | 0.06% | 58 | -38,587 | -42.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 47,252 | 284 | 0.0% | 0.0% | 59 | -36,577 | -43.63% | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 44,080 | 276 | 0.04% | 0.04% | 60 | +2,346 | 5.62% | Q1 2026 | May 14, 2026 |
| Caption Management, LLC | History | Reduced | 42,200 | 254 | 0.0% | 0.05% | 61 | -850,480 | -95.27% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,200 | 242 | 0.0% | 0.0% | 62 | -139,258 | -77.6% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 37,251 | 224 | 0.0% | 0.01% | 63 | -862,695 | -95.86% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,469 | 213 | 0.0% | 0.0% | 64 | +1,921 | 5.73% | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 35,000 | 210 | 0.0% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 32,412 | 195 | 0.0% | — | 66 | +32,412 | New | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 31,130 | 187 | 0.0% | 0.0% | 67 | -545 | -1.72% | Q1 2026 | May 12, 2026 |
| RWWM, Inc. | History | No change | 30,000 | 180 | 0.01% | 0.02% | 68 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,268 | 176 | 0.0% | 0.0% | 69 | +7,410 | 33.9% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 25,648 | 154 | 0.0% | 0.0% | 70 | +3,226 | 14.39% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 23,897 | 143 | 0.0% | 0.0% | 71 | -328,108 | -93.21% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | New | 22,777 | 137 | 0.0% | — | 72 | +22,777 | New | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 22,525 | 135 | 0.0% | 0.0% | 73 | -90,820 | -80.13% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 17,958 | 109 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 17,123 | 103 | 0.0% | 0.02% | 75 | -57,688 | -77.11% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,540 | 87 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,073 | 78 | 0.0% | 0.0% | 77 | +306 | 2.4% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 12,660 | 76 | 0.0% | 0.0% | 78 | -15,240 | -54.62% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 11,500 | 69 | 0.0% | 0.0% | 79 | -325,022 | -96.58% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,585 | 63 | 0.0% | 0.0% | 80 | -28,558 | -72.96% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 10,351 | 62 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,696 | 52 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,099 | 48 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,941 | 35 | 0.0% | 0.0% | 84 | +43 | 0.73% | Q1 2026 | May 12, 2026 |
| Asset Planning,Inc | History | No change | 5,280 | 31 | 0.02% | 0.03% | 85 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,500 | 21 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 3,102 | 18 | 0.0% | 0.0% | 87 | +828 | 36.41% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,979 | 17 | 0.0% | 0.0% | 88 | -48 | -1.59% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 2,497 | 15 | 0.0% | 0.0% | 89 | -375 | -13.06% | Q1 2026 | May 08, 2026 |
| AlphaQuest LLC | History | No change | 1,916 | 15 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,146 | 12 | 0.0% | 0.0% | 92 | -644 | -23.08% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,041 | 12 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,600 | 9 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,419 | 8 | 0.0% | 0.0% | 95 | -2,695 | -65.51% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 1,475 | 8 | 0.0% | — | 96 | +1,474 | 147400.0% | Q1 2026 | May 21, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,487 | 8 | 0.0% | 0.0% | 94 | -204 | -12.06% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 717 | 4 | 0.0% | 0.0% | 97 | -6,541 | -90.12% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 685 | 4 | 0.0% | 0.0% | 99 | -503 | -42.34% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 802 | 4 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 381 | 2 | 0.0% | 0.0% | 100 | -1,968 | -83.78% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 381 | 2 | 0.0% | 0.0% | 101 | +5 | 1.33% | Q1 2026 | Apr 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 188 | 1 | 0.0% | 0.0% | 105 | -1,200 | -86.46% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 268 | 1 | 0.0% | 0.0% | 104 | -208 | -43.7% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 250 | 1 | 0.0% | 0.0% | 107 | +50 | 25.0% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 175 | 1 | 0.0% | 0.0% | 106 | -24 | -12.06% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | No change | 179 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 229 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Soviero Asset Management, LP | History | Closed out | 0 | 0 | — | 0.47% | — | -120,000 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,046 | -100.0% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,976 | -100.0% | Q1 2026 | May 15, 2026 |
| Skylands Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -37,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -28,329 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,663 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,585 | -100.0% | Q1 2026 | Apr 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,718 | -100.0% | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,530 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,164 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,250 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,997 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -863 | -100.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | New | 95 | 0 | — | — | — | +95 | New | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -95 | -100.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 63 | 0 | — | 0.0% | — | -92 | -59.35% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 50 | 0 | — | 0.0% | — | -88 | -63.77% | Q1 2026 | May 07, 2026 |
| Investors Portfolio Services LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 52 | 0 | — | — | — | +47 | 940.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 19 | 0 | — | — | — | -9 | -32.14% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 11 | 0 | — | — | — | +6 | 120.0% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10 | 0 | — | — | — | -5 | -33.33% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |