AMC ENTERTAINMENT HOLDINGS, INC. - AMC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 50,180,840 | 78,282 | 0.0% | 0.0% | 1 | +61,580 | 0.12% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 40,209,722 | 62,727 | 0.0% | 0.0% | 2 | +6,529,354 | 19.39% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 16,069,266 | 25,068 | 0.02% | 0.04% | 3 | +3,235,898 | 25.21% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 12,254,550 | 19,120 | 0.0% | 0.0% | 4 | +1,029,668 | 9.17% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 11,349,046 | 17,704 | 0.0% | 0.0% | 5 | +1,278,974 | 12.7% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 8,162,173 | 12,732 | 0.0% | 0.0% | 6 | +3,817,023 | 87.85% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 8,009,819 | 12,495 | 0.02% | 0.03% | 7 | +1,369,000 | 20.61% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,528,816 | 11,744 | 0.0% | 0.01% | 8 | -3,975,019 | -34.55% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,985,084 | 7,776 | 0.0% | 0.0% | 9 | -2,626,304 | -34.5% | Q4 2025 | Mar 25, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,848,946 | 7,564 | 0.01% | 0.03% | 10 | -1,380,297 | -22.16% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,774,419 | 7,448 | 0.0% | 0.0% | 11 | -3,667,004 | -43.44% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 4,319,295 | 6,738 | 0.0% | 0.0% | 12 | -90,923 | -2.06% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,248,270 | 6,627 | 0.0% | 0.0% | 13 | +304,231 | 7.71% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 3,224,197 | 5,029 | 0.0% | 0.0% | 14 | -325,988 | -9.18% | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,214,000 | 5,013 | 0.0% | 0.01% | 15 | -1,128,200 | -25.98% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,120,561 | 4,868 | 0.0% | 0.0% | 16 | +1,457,493 | 87.64% | Q4 2025 | Feb 11, 2026 |
| PECONIC PARTNERS LLC | History | Added to | 3,000,000 | 4,680 | 0.11% | 0.16% | 17 | +1,000,000 | 50.0% | Q4 2025 | Feb 17, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 2,778,400 | 4,334 | 0.06% | 0.12% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 2,348,541 | 3,663 | 0.0% | 0.0% | 19 | -1,942,202 | -45.26% | Q4 2025 | Feb 13, 2026 |
| Sculptor Capital LP | History | Added to | 2,304,300 | 3,594 | 0.04% | 0.08% | 20 | +54,400 | 2.42% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,976,245 | 3,082 | 0.0% | 0.0% | 21 | -586,990 | -22.9% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,654,915 | 2,581 | 0.0% | 0.01% | 22 | +154,875 | 10.32% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,433,736 | 2,236 | 0.0% | 0.0% | 23 | +179,347 | 14.3% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Reduced | 1,393,105 | 2,173 | 0.0% | 0.0% | 24 | -872,981 | -38.52% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 1,381,539 | 2,155 | 0.03% | 0.07% | 25 | -207,436 | -13.05% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 1,147,015 | 1,789 | 0.02% | 0.01% | 26 | +829,677 | 261.45% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 1,115,916 | 1,740 | 0.0% | 0.0% | 27 | -302,882 | -21.35% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,017,111 | 1,586 | 0.0% | 0.0% | 28 | -1,159,402 | -53.27% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 1,011,391 | 1,577 | 0.0% | 0.0% | 29 | +171,600 | 20.43% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 992,130 | 1,547 | 0.0% | 0.0% | 30 | +948,130 | 2154.84% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 882,595 | 1,376 | 0.0% | 0.0% | 31 | +236,651 | 36.64% | Q4 2025 | Feb 13, 2026 |
| CSS LLC/IL | History | Added to | 846,300 | 1,320 | 0.06% | 0.07% | 32 | +295,100 | 53.54% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 757,130 | 1,181 | 0.03% | 0.06% | 33 | +332,651 | 78.37% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 685,189 | 1,068 | 0.0% | 0.0% | 34 | +47,476 | 7.44% | Q4 2025 | Feb 19, 2026 |
| UBS Group AG | History | Reduced | 676,769 | 1,055 | 0.0% | 0.01% | 35 | -22,518,188 | -97.08% | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 583,841 | 910 | 0.0% | 0.0% | 36 | -53,306 | -8.37% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 580,041 | 904 | 0.0% | 0.0% | 37 | -154,370 | -21.02% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 546,676 | 852 | 0.03% | — | 38 | +546,676 | New | Q4 2025 | Feb 10, 2026 |
| Optimize Financial Inc | History | Added to | 543,906 | 848 | 0.43% | 0.81% | 39 | +7,824 | 1.46% | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | Added to | 531,047 | 827 | 0.0% | 0.0% | 40 | +453,347 | 583.46% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Added to | 492,418 | 768 | 0.0% | 0.0% | 41 | +35,840 | 7.85% | Q4 2025 | Feb 09, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 490,691 | 765 | 0.02% | 0.12% | 42 | -90,600 | -15.59% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 486,361 | 758 | 0.0% | 0.0% | 43 | +78,294 | 19.19% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 463,398 | 722 | 0.0% | 0.0% | 44 | +140,605 | 43.56% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 451,370 | 704 | 0.17% | 0.01% | 45 | +444,319 | 6301.5% | Q4 2025 | Mar 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 430,640 | 671 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | Added to | 406,429 | 634 | 0.05% | 0.03% | 47 | +277,644 | 215.59% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 405,004 | 631 | 0.0% | 0.0% | 48 | -3,562,139 | -89.79% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 388,335 | 605 | 0.0% | 0.0% | 49 | +56,033 | 16.86% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 365,291 | 570 | 0.0% | 0.0% | 50 | +44,518 | 13.88% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 338,507 | 528 | 0.0% | 0.0% | 51 | +107,608 | 46.6% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 320,971 | 504 | 0.0% | 0.0% | 52 | +136,610 | 74.1% | Q4 2025 | Mar 20, 2026 |
| MetLife Investment Management, LLC | History | Added to | 288,371 | 449 | 0.0% | 0.0% | 53 | +44,343 | 18.17% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Reduced | 276,200 | 430 | 0.0% | 0.0% | 54 | -14,683 | -5.05% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 273,134 | 426 | 0.03% | 0.08% | 55 | -141,706 | -34.16% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 267,758 | 417 | 0.01% | 0.01% | 56 | +116,036 | 76.48% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 267,274 | 415 | 0.0% | 0.0% | 57 | +100,500 | 60.26% | Q4 2025 | Feb 17, 2026 |
| COBALT CAPITAL MANAGEMENT, INC. | History | No change | 250,000 | 390 | 0.17% | 0.33% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 240,075 | 374 | 0.0% | 0.0% | 59 | +37,827 | 18.7% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 235,395 | 367 | 0.0% | — | 60 | +235,395 | New | Q4 2025 | Feb 13, 2026 |
| Crescent Park Management, L.P. | History | Reduced | 234,300 | 365 | 0.22% | 0.3% | 61 | -22,600 | -8.8% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 197,955 | 308 | 0.0% | 0.0% | 62 | +31,474 | 18.91% | Q4 2025 | Feb 11, 2026 |
| FNY Investment Advisers, LLC | History | New | 175,000 | 273 | 0.08% | — | 63 | +175,000 | New | Q4 2025 | Jan 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 163,171 | 254 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 158,793 | 247 | 0.0% | 0.0% | 65 | +34,862 | 28.13% | Q4 2025 | Jan 27, 2026 |
| State of Wyoming | History | Added to | 151,595 | 236 | 0.03% | 0.02% | 66 | +92,562 | 156.8% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 143,928 | 224 | 0.0% | 0.0% | 67 | +62,473 | 76.7% | Q4 2025 | Jan 30, 2026 |
| Arizona State Retirement System | History | Added to | 143,244 | 223 | 0.0% | 0.0% | 68 | +15,072 | 11.76% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 141,949 | 221 | 0.0% | 0.0% | 69 | +21,458 | 17.81% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 188,901 | 216 | 0.0% | 0.0% | 70 | +34,637 | 22.45% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 137,818 | 214 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 129,615 | 202 | 0.0% | 0.0% | 72 | +23,572 | 22.23% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | New | 121,025 | 188 | 0.0% | — | 73 | +121,025 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 119,849 | 186 | 0.0% | — | 74 | +119,849 | New | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 115,034 | 179 | 0.11% | — | 75 | +115,034 | New | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, LLC | History | New | 114,215 | 178 | 0.04% | — | 76 | +114,215 | New | Q4 2025 | Feb 26, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 113,765 | 177 | 0.0% | 0.0% | 77 | +19,551 | 20.75% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 109,792 | 171 | 0.0% | 0.0% | 78 | +20,600 | 23.1% | Q4 2025 | Jan 28, 2026 |
| Pentwater Capital Management LP | History | Reduced | 100,000 | 156 | 0.0% | 0.79% | 79 | -48,626,044 | -99.79% | Q4 2025 | Feb 17, 2026 |
| Concentrum Wealth Management | History | No change | 98,000 | 152 | 0.04% | 0.08% | 80 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ProShare Advisors LLC | History | Added to | 94,478 | 147 | 0.0% | 0.0% | 81 | +20,038 | 26.92% | Q4 2025 | Feb 06, 2026 |
| Proactive Wealth Strategies LLC | History | New | 91,474 | 142 | 0.06% | — | 82 | +91,474 | New | Q4 2025 | Feb 05, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 90,000 | 140 | 0.02% | 0.1% | 83 | -125,000 | -58.14% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 89,600 | 139 | 0.0% | 0.0% | 84 | -58,331 | -39.43% | Q4 2025 | Mar 12, 2026 |
| DBA TRADING, LLC | History | New | 87,600 | 136 | 0.09% | — | 85 | +87,600 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 87,034 | 135 | 0.0% | 0.0% | 86 | +39,160 | 81.8% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 83,226 | 129 | 0.0% | 0.0% | 87 | +2,933 | 3.65% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 77,497 | 120 | 0.0% | 0.0% | 88 | +6,428 | 9.04% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 76,909 | 119 | 0.0% | — | 89 | +76,909 | New | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 76,419 | 119 | 0.0% | 0.0% | 90 | +14,978 | 24.38% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 73,866 | 115 | 0.0% | 0.0% | 91 | -1,115 | -1.49% | Q4 2025 | Feb 18, 2026 |
| SEI INVESTMENTS CO | History | No change | 70,532 | 110 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 59,096 | 92 | 0.0% | 0.0% | 93 | -10,190 | -14.71% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 58,801 | 91 | 0.0% | 0.0% | 94 | +91 | 0.15% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 57,150 | 89 | 0.0% | — | 95 | +57,150 | New | Q4 2025 | Feb 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 56,960 | 88 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | Added to | 54,667 | 85 | 0.0% | 0.0% | 97 | +37,242 | 213.73% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | Reduced | 54,363 | 84 | 0.0% | 0.01% | 98 | -45,514 | -45.57% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 51,273 | 79 | 0.0% | 0.0% | 100 | +10,675 | 26.29% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 50,694 | 79 | 0.0% | 0.0% | 99 | +656 | 1.31% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 49,422 | 77 | 0.0% | 0.0% | 101 | +27,373 | 124.15% | Q4 2025 | Feb 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 48,175 | 75 | 0.0% | 0.0% | 102 | +4,113 | 9.33% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Added to | 43,644 | 68 | 0.0% | 0.0% | 103 | +1,222 | 2.88% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | No change | 44,200 | 68 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 42,100 | 65 | 0.0% | 0.0% | 106 | +9,270 | 28.24% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 41,964 | 65 | 0.0% | 0.0% | 105 | +5,594 | 15.38% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 25,228 | 64 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 40,884 | 63 | 0.0% | 0.0% | 108 | +6,767 | 19.83% | Q4 2025 | Feb 12, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 39,688 | 61 | 0.08% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 34,201 | 53 | 0.0% | — | 110 | +34,201 | New | Q4 2025 | Feb 12, 2026 |
| RPO LLC | History | New | 31,172 | 48 | 0.01% | — | 111 | +31,172 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,522 | 47 | 0.0% | 0.0% | 112 | +16,127 | 112.03% | Q4 2025 | Feb 17, 2026 |
| Blueshift Asset Management, LLC | History | New | 29,544 | 46 | 0.01% | — | 115 | +29,544 | New | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 29,985 | 46 | 0.0% | 0.0% | 113 | -25,900 | -46.35% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 29,797 | 46 | 0.0% | 0.0% | 114 | -346 | -1.15% | Q4 2025 | Feb 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 30,008 | 46 | 0.0% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 29,290 | 45 | 0.0% | 0.0% | 117 | -33,588 | -53.42% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 27,467 | 44 | 0.0% | 0.0% | 119 | +4,950 | 21.98% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 28,034 | 44 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 28,748 | 44 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 27,084 | 42 | 0.0% | 0.0% | 121 | +2,558 | 10.43% | Q4 2025 | Feb 11, 2026 |
| Red Door Wealth Management, LLC | History | No change | 27,100 | 42 | 0.0% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | New | 26,445 | 41 | 0.0% | — | 124 | +26,445 | New | Q4 2025 | Mar 09, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 26,675 | 41 | 0.0% | 0.0% | 123 | +5,916 | 28.5% | Q4 2025 | Jan 12, 2026 |
| Powell Investment Advisors, LLC | History | New | 25,000 | 39 | 0.01% | — | 126 | +25,000 | New | Q4 2025 | Feb 09, 2026 |
| Optiver Holding B.V. | History | Added to | 25,170 | 39 | 0.0% | 0.0% | 127 | +22,277 | 770.03% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | No change | 25,206 | 39 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 23,862 | 37 | 0.0% | — | 128 | +23,862 | New | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 23,328 | 36 | 0.0% | 0.0% | 129 | +12,616 | 117.77% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Added to | 30,334 | 35 | 0.0% | 0.0% | 130 | +9,995 | 49.14% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 22,896 | 35 | 0.0% | 0.0% | 131 | +8,268 | 56.52% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 22,271 | 34 | 0.0% | 0.0% | 133 | -7,822 | -25.99% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 22,351 | 34 | 0.0% | 0.0% | 132 | +1,845 | 9.0% | Q4 2025 | Feb 12, 2026 |
| R Squared Ltd | History | Added to | 22,280 | 34 | 0.02% | 0.03% | 134 | +580 | 2.67% | Q4 2025 | Jan 30, 2026 |
| Bogart Wealth, LLC | History | Reduced | 20,000 | 31 | 0.0% | 0.0% | 135 | -2,000 | -9.09% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 19,000 | 29 | 0.01% | — | 136 | +19,000 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 17,646 | 28 | 0.0% | — | 137 | +17,646 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,456 | 27 | 0.0% | 0.0% | 139 | +1,100 | 6.73% | Q4 2025 | Jan 29, 2026 |
| MCF Advisors LLC | History | No change | 17,338 | 27 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 16,580 | 25 | 0.0% | 0.0% | 143 | -215,621 | -92.86% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 16,046 | 25 | 0.0% | 0.0% | 140 | -40,160 | -71.45% | Q4 2025 | Jan 28, 2026 |
| AMALGAMATED BANK | History | Added to | 16,241 | 25 | 0.0% | 0.0% | 141 | +2,309 | 16.57% | Q4 2025 | Feb 05, 2026 |
| KBC Group NV | History | No change | 15,884 | 25 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 15,586 | 24 | 0.0% | — | 144 | +15,586 | New | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | No change | 15,499 | 24 | 0.0% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Zhang Financial LLC | History | New | 15,010 | 23 | 0.0% | — | 146 | +15,010 | New | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | New | 13,091 | 20 | 0.0% | — | 147 | +13,091 | New | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 13,342 | 20 | 0.0% | 0.0% | 148 | +300 | 2.3% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,532 | 19 | 0.0% | 0.0% | 149 | -4,690 | -27.23% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 11,791 | 18 | 0.0% | 0.0% | 150 | +114 | 0.98% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 10,035 | 15 | 0.0% | — | 152 | +10,035 | New | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Group, LLC | History | New | 10,000 | 15 | 0.0% | — | 155 | +10,000 | New | Q4 2025 | Jan 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 10,114 | 15 | 0.0% | 0.0% | 151 | -1,493 | -12.86% | Q4 2025 | Jan 30, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 10,226 | 15 | 0.0% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 10,249 | 15 | 0.0% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 7,101 | 11 | 0.0% | 0.0% | 156 | +2,908 | 69.35% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,644 | 10 | 0.0% | 0.0% | 157 | +3,865 | 139.08% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,908 | 10 | 0.0% | 0.0% | 158 | +1,500 | 27.74% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,980 | 7 | 0.0% | 0.0% | 159 | +61 | 1.24% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Reduced | 4,295 | 6 | 0.0% | 0.0% | 160 | -64 | -1.47% | Q4 2025 | Jan 14, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 2,948 | 4 | 0.0% | — | 162 | +2,948 | New | Q4 2025 | Feb 10, 2026 |
| TSFG, LLC | History | No change | 2,500 | 4 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,238 | 3 | 0.0% | 0.0% | 163 | -6,242 | -73.61% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,377 | 3 | 0.0% | — | 164 | +2,377 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 2,163 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 1,681 | 2 | 0.0% | — | 166 | +1,681 | New | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Added to | 1,587 | 2 | 0.0% | 0.0% | 167 | +1,027 | 183.39% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Advisors | History | No change | 1,700 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 1,281 | 1 | 0.0% | — | 175 | +1,281 | New | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | New | 1,054 | 1 | 0.0% | — | 181 | +1,054 | New | Q4 2025 | Jan 05, 2026 |
| BAYBAN | History | New | 1,000 | 1 | 0.0% | — | 185 | +1,000 | New | Q4 2025 | Mar 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,129 | 1 | 0.0% | 0.0% | 182 | +704 | 165.65% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 718 | 1 | 0.0% | — | 169 | +674 | 1531.82% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,113 | 1 | 0.0% | 0.0% | 178 | +139 | 14.27% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 894 | 1 | 0.0% | 0.0% | 172 | -112 | -11.13% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,033 | 1 | 0.0% | 0.0% | 176 | -70 | -6.35% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 964 | 1 | 0.0% | 0.0% | 179 | -32 | -3.21% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 990 | 1 | 0.0% | 0.0% | 171 | -10 | -1.0% | Q4 2025 | Feb 09, 2026 |
| DANSKE BANK A/S | History | No change | 1,000 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 750 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | No change | 971 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,067 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 923 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 853 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financially Speaking Inc | History | No change | 1,000 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GMT CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.24% | — | -1,816,151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,664,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.06% | — | -870,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -447,697 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COATUE MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228,136 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -195,307 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Covalent Partners LLC | History | Closed out | 0 | 0 | — | 1.64% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.01% | — | -60,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,923 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,833 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -30,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,380 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,686 | -100.0% | Q3 2025 | Oct 30, 2025 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,628 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,649 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,266 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,031 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Gradient Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,004 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 201 | 0 | — | 0.0% | — | -4,272 | -95.51% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 37 | 0 | — | 0.0% | — | -3,973 | -99.08% | Q4 2025 | Jan 27, 2026 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,262 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -669 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DHJJ Financial Advisors, Ltd. | History | New | 631 | 0 | — | — | — | +631 | New | Q4 2025 | Jan 23, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 618 | 0 | — | — | — | +618 | New | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 112 | 0 | — | 0.0% | — | -573 | -83.65% | Q4 2025 | Feb 10, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -444 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HUNTINGTON NATIONAL BANK | History | Added to | 449 | 0 | — | — | — | +230 | 105.02% | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -214 | -100.0% | Q3 2025 | Oct 27, 2025 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 205 | 0 | — | — | — | +205 | New | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -194 | -100.0% | Q3 2025 | Oct 30, 2025 |
| US BANCORP \DE\ | History | Added to | 402 | 0 | — | — | — | +193 | 92.34% | Q4 2025 | Jan 30, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | — | — | -188 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 171 | 0 | — | — | — | +171 | New | Q4 2025 | Feb 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -157 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IFP Advisors, Inc | History | Added to | 572 | 0 | — | 0.0% | — | +149 | 35.22% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | — | — | -142 | -100.0% | Q3 2025 | Dec 03, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | — | — | -138 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHP Wealth Management | History | New | 125 | 0 | — | — | — | +125 | New | Q4 2025 | Mar 04, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | — | — | -113 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | — | — | -106 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Purpose Unlimited Inc. | History | New | 87 | 0 | — | — | — | +87 | New | Q4 2025 | Mar 20, 2026 |
| Arax Advisory Partners | History | Reduced | 343 | 0 | — | 0.0% | — | -85 | -19.86% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -85 | -97.7% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 582 | 0 | — | 0.0% | — | +69 | 13.45% | Q4 2025 | Jan 23, 2026 |
| EFG International AG | History | New | 58 | 0 | — | — | — | +58 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 54 | 0 | — | — | — | +54 | New | Q4 2025 | Feb 10, 2026 |
| DV EQUITIES, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kohmann Bosshard Financial Services, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Root Financial Partners, LLC | History | Added to | 243 | 0 | — | — | — | +21 | 9.46% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 53 | 0 | — | — | — | +18 | 51.43% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | Added to | 127 | 0 | — | — | — | +18 | 16.51% | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Navalign, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 05, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Center for Financial Planning, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 213 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 119 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Altshuler Shaham Ltd | History | No change | 220 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 168 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Winch Advisory Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 128 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 146 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NVWM, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TrinityBridge Ltd | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 283 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 109 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| High Note Wealth, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Operose Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Nemes Rush Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strategic Advocates LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pandora Wealth, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bernard Wealth Management Corp. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 600 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |