Zevia PBC - ZVIA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 13,550,428 | 15,854 | 0.03% | 0.07% | 1 | -3,500,000 | -20.53% | Q1 2026 | May 14, 2026 |
| Topline Capital Management, LLC | History | Added to | 6,748,664 | 7,895 | 1.3% | 1.08% | 2 | +1,626,874 | 31.76% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,282,339 | 5,295 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 3,117,787 | 3,647 | 0.0% | 0.0% | 4 | -54,491 | -1.72% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 2,096,590 | 2,453 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Potrero Capital Research LLC | History | New | 1,743,031 | 2,039 | 1.25% | — | 6 | +1,743,031 | New | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,683,731 | 1,969 | 0.0% | — | 7 | +1,683,731 | New | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,526,294 | 1,785 | 0.01% | 0.03% | 8 | -170,745 | -10.06% | Q1 2026 | May 15, 2026 |
| Kanen Wealth Management LLC | History | New | 1,250,000 | 1,462 | 0.53% | — | 9 | +1,250,000 | New | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 1,062,763 | 1,243 | 0.03% | 0.04% | 10 | +250,000 | 30.76% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,047,803 | 1,226 | 0.0% | 0.0% | 11 | +24,412 | 2.39% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 976,438 | 1,142 | 0.0% | 0.0% | 12 | +914,538 | 1477.44% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 811,826 | 949 | 0.0% | 0.0% | 13 | +203,000 | 33.34% | Q1 2026 | May 14, 2026 |
| Stoic Point Capital Management LLC | History | New | 741,168 | 867 | 0.84% | — | 14 | +741,168 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 357,200 | 828 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 699,189 | 818 | 0.25% | — | 16 | +699,189 | New | Q1 2026 | Apr 21, 2026 |
| Divisadero Street Capital Management, LP | History | Reduced | 577,497 | 675 | 0.03% | 0.35% | 17 | -2,636,464 | -82.03% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 545,298 | 637 | 0.0% | 0.0% | 18 | +333,933 | 157.99% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 529,824 | 619 | 0.0% | 0.0% | 19 | +417,788 | 372.91% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 505,731 | 591 | 0.0% | 0.0% | 20 | +13,060 | 2.65% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 430,635 | 503 | 0.0% | 0.0% | 21 | +86,761 | 25.23% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 394,637 | 461 | 0.0% | — | 22 | +394,637 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 360,203 | 421 | 0.0% | 0.0% | 23 | +9,253 | 2.64% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 344,988 | 403 | 0.0% | 0.0% | 24 | -6,537 | -1.86% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 313,100 | 366 | 0.02% | 0.01% | 25 | +275,896 | 741.58% | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 293,889 | 343 | 0.0% | 0.0% | 26 | -233,609 | -44.29% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 256,634 | 300 | 0.0% | — | 27 | +256,634 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 214,319 | 250 | 0.0% | 0.0% | 28 | -221,412 | -50.81% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 190,602 | 220 | 0.0% | 0.0% | 29 | +59,560 | 45.45% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 172,957 | 202 | 0.0% | 0.0% | 30 | -258,452 | -59.91% | Q1 2026 | May 15, 2026 |
| Castle Hook Partners LP | History | New | 171,796 | 201 | 0.0% | — | 31 | +171,796 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 78,140 | 181 | 0.0% | 0.0% | 32 | +13,650 | 21.17% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 150,500 | 176 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Centiva Capital, LP | History | Reduced | 147,749 | 172 | 0.0% | 0.0% | 34 | -6,344 | -4.12% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 145,264 | 169 | 0.0% | 0.0% | 35 | +2,325 | 1.63% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 139,761 | 163 | 0.0% | 0.0% | 36 | -13,749 | -8.96% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 138,500 | 162 | 0.0% | 0.0% | 37 | -543,429 | -79.69% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 124,151 | 145 | 0.0% | — | 38 | +124,151 | New | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 112,370 | 131 | 0.0% | 0.0% | 39 | +12,844 | 12.91% | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 110,600 | 129 | 0.0% | 0.01% | 41 | -81,100 | -42.31% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 110,465 | 129 | 0.0% | 0.0% | 40 | -47,122 | -29.9% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 78,546 | 94 | 0.0% | 0.0% | 42 | +1,429 | 1.85% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 76,596 | 89 | 0.0% | 0.0% | 43 | +48,239 | 170.11% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | New | 73,801 | 86 | 0.0% | — | 44 | +73,801 | New | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 57,374 | 67 | 0.0% | 0.0% | 45 | -300,427 | -83.96% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 54,982 | 64 | 0.0% | 0.0% | 46 | +44,610 | 430.1% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 51,719 | 60 | 0.0% | 0.0% | 47 | -63,983 | -55.3% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 51,554 | 60 | 0.0% | 0.0% | 48 | +1,204 | 2.39% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | New | 49,725 | 58 | 0.0% | — | 49 | +49,725 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 46,303 | 54 | 0.0% | 0.0% | 50 | +25,773 | 125.54% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 45,629 | 53 | 0.0% | 0.0% | 51 | +4,936 | 12.13% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 43,947 | 51 | 0.0% | 0.0% | 52 | -48,214 | -52.31% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 42,930 | 50 | 0.0% | 0.0% | 54 | +31,226 | 266.8% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 42,991 | 50 | 0.0% | 0.0% | 53 | -245 | -0.57% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Reduced | 35,866 | 41 | 0.0% | 0.0% | 55 | -775 | -2.12% | Q1 2026 | May 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,240 | 35 | 0.0% | 0.0% | 56 | +9,687 | 49.54% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 28,500 | 33 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 26,343 | 30 | 0.0% | — | 59 | +26,343 | New | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 26,390 | 30 | 0.0% | 0.0% | 58 | +643 | 2.5% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 23,097 | 27 | 0.0% | 0.0% | 61 | +18,584 | 411.79% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 23,631 | 27 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 21,606 | 25 | 0.0% | — | 62 | +21,606 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 20,948 | 24 | 0.0% | 0.0% | 63 | +20,687 | 7926.05% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 20,165 | 23 | 0.0% | 0.0% | 64 | -40,585 | -66.81% | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | Reduced | 20,029 | 23 | 0.0% | 0.0% | 65 | -8,418 | -29.59% | Q1 2026 | May 14, 2026 |
| R Squared Ltd | History | Reduced | 19,600 | 22 | 0.01% | 0.05% | 67 | -24,412 | -55.47% | Q1 2026 | Apr 29, 2026 |
| Invesco Ltd. | History | Reduced | 19,358 | 22 | 0.0% | 0.0% | 66 | -5,935 | -23.46% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,700 | 21 | 0.0% | 0.0% | 68 | -326,815 | -94.59% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 16,917 | 20 | 0.0% | 0.0% | 69 | +3,670 | 27.7% | Q1 2026 | Apr 16, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 16,941 | 19 | 0.0% | — | 70 | +16,941 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 16,513 | 19 | 0.0% | — | 71 | +16,513 | New | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 16,067 | 18 | 0.0% | 0.0% | 73 | -407 | -2.47% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 16,228 | 18 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 13,950 | 16 | 0.0% | 0.0% | 74 | -402 | -2.8% | Q1 2026 | May 08, 2026 |
| Catalina Capital Group, LLC | History | Added to | 13,623 | 15 | 0.01% | 0.01% | 76 | +3,623 | 36.23% | Q1 2026 | Apr 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 13,116 | 15 | 0.0% | 0.0% | 75 | +1,395 | 11.9% | Q1 2026 | Apr 09, 2026 |
| DKM Wealth Management, Inc. | History | No change | 13,000 | 15 | 0.01% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Reduced | 12,588 | 14 | 0.0% | 0.0% | 79 | -124,822 | -90.84% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 12,043 | 14 | 0.0% | — | 80 | +12,043 | New | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,671 | 14 | 0.0% | 0.0% | 78 | +691 | 5.77% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 11,769 | 13 | 0.0% | 0.0% | 81 | -75,006 | -86.44% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 11,295 | 13 | 0.0% | 0.0% | 82 | -3,170 | -21.91% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,951 | 12 | 0.0% | — | 84 | +10,951 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 10,763 | 12 | 0.0% | — | 85 | +10,763 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,555 | 12 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 10,040 | 11 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Field & Main Bank | History | No change | 10,000 | 11 | 0.0% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 7,774 | 9 | 0.0% | 0.0% | 88 | +344 | 4.63% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,907 | 9 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,577 | 8 | 0.0% | 0.0% | 90 | +3,856 | 141.71% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 6,250 | 7 | 0.0% | — | 91 | +6,250 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 5,048 | 5 | 0.0% | 0.0% | 92 | -1,030 | -16.95% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 3,857 | 4 | 0.0% | 0.0% | 93 | -2,294 | -37.29% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,206 | 3 | 0.0% | 0.0% | 97 | -49,155 | -93.88% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | New | 3,085 | 3 | 0.0% | — | 98 | +3,085 | New | Q1 2026 | May 21, 2026 |
| CITIGROUP INC | History | Added to | 2,912 | 3 | 0.0% | 0.0% | 94 | +1,655 | 131.66% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,006 | 3 | 0.0% | 0.0% | 96 | -410 | -12.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,222 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,547 | 2 | 0.0% | — | 99 | +2,246 | 746.18% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 1,500 | 1 | 0.0% | — | 102 | +1,500 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 1,500 | 1 | 0.0% | — | 103 | +1,500 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 450 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 1,000 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Closed out | 0 | 0 | — | 0.09% | — | -800,124 | -100.0% | Q1 2026 | May 04, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -366,243 | -100.0% | Q1 2026 | May 15, 2026 |
| EMERALD ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -166,403 | -100.0% | Q1 2026 | May 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -150,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.14% | — | -107,508 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64,401 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,450 | -100.0% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -28,261 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,995 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,219 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -24,579 | -100.0% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,962 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,201 | -100.0% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,150 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,745 | -100.0% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 291 | 0 | — | 0.0% | — | -820 | -73.81% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 748 | 0 | — | — | — | +745 | 24833.33% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -673 | -100.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 615 | 0 | — | — | — | +615 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 440 | 0 | — | — | — | +384 | 685.71% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -350 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | New | 278 | 0 | — | — | — | +278 | New | Q1 2026 | Apr 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 691 | 0 | — | 0.0% | — | -276 | -28.54% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Added to | 306 | 0 | — | — | — | +221 | 260.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 212 | 0 | — | — | — | +212 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 162 | 0 | — | — | — | +162 | New | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Added to | 361 | 0 | — | — | — | +140 | 63.35% | Q1 2026 | Apr 22, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -140 | -100.0% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Added to | 120 | 0 | — | — | — | +111 | 1233.33% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 160 | 0 | — | — | — | +85 | 113.33% | Q1 2026 | May 08, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 71 | 0 | — | — | — | +71 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | New | 64 | 0 | — | — | — | +64 | New | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 41 | 0 | — | — | — | +41 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Larson Financial Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |