Amplify Energy Corp. - AMPY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CDC Financial, Inc. | History | New | 3,587,347 | 16,394 | 7.67% | — | 1 | +3,587,347 | New | Q4 2025 | Feb 13, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | Added to | 3,147,130 | 14,571 | 3.09% | 1.56% | 2 | +1,647,130 | 109.81% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,080,268 | 9,507 | 0.0% | 0.0% | 3 | +8,154 | 0.39% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,851,415 | 8,460 | 0.0% | 0.0% | 4 | -326,711 | -15.0% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,413,450 | 6,459 | 0.0% | 0.0% | 5 | -16,833 | -1.18% | Q4 2025 | Feb 13, 2026 |
| Truffle Hound Capital, LLC | History | Added to | 1,250,000 | 5,712 | 1.49% | 1.17% | 6 | +450,000 | 56.25% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,216,151 | 5,557 | 0.0% | 0.0% | 7 | -701,785 | -36.59% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 954,725 | 4,363 | 0.0% | 0.0% | 8 | +413,512 | 76.4% | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 918,015 | 4,193 | 0.11% | 0.12% | 9 | +114,690 | 14.28% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 769,800 | 3,517 | 0.01% | 0.01% | 10 | -69,817 | -8.32% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 685,540 | 3,130 | 0.01% | 0.0% | 11 | +448,863 | 189.65% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 602,466 | 2,753 | 0.0% | 0.0% | 12 | -151,276 | -20.07% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 572,486 | 2,616 | 0.0% | 0.0% | 13 | +8,336 | 1.48% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 536,838 | 2,453 | 0.0% | 0.0% | 14 | +392,005 | 270.66% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | New | 509,298 | 2,327 | 0.0% | — | 15 | +509,298 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 470,100 | 2,148 | 0.0% | 0.0% | 16 | -365,100 | -43.71% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Added to | 462,247 | 2,112 | 0.01% | 0.0% | 17 | +382,969 | 483.07% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 419,368 | 1,917 | 0.0% | 0.0% | 18 | +175 | 0.04% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 404,322 | 1,847 | 0.04% | 0.04% | 19 | +26,322 | 6.96% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 401,014 | 1,832 | 0.0% | 0.0% | 20 | -71,897 | -15.2% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | Added to | 350,000 | 1,599 | 0.01% | 0.0% | 21 | +345,500 | 7677.78% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 305,241 | 1,394 | 0.0% | 0.0% | 22 | +79,341 | 35.12% | Q4 2025 | Feb 12, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 282,296 | 1,290 | 0.47% | 0.7% | 23 | -2,408 | -0.85% | Q4 2025 | Jan 23, 2026 |
| RBF Capital, LLC | History | Reduced | 241,263 | 1,102 | 0.05% | 0.07% | 24 | -58,737 | -19.58% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 230,422 | 1,053 | 0.02% | 0.01% | 25 | +22,922 | 11.05% | Q4 2025 | Feb 18, 2026 |
| YACKTMAN ASSET MANAGEMENT LP | History | No change | 230,000 | 1,051 | 0.01% | 0.02% | 26 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Point72 Asset Management, L.P. | History | New | 206,467 | 943 | 0.0% | — | 27 | +206,467 | New | Q4 2025 | Feb 17, 2026 |
| 683 Capital Management, LLC | History | New | 188,679 | 862 | 0.04% | — | 28 | +188,679 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 187,130 | 855 | 0.0% | 0.0% | 29 | +67,638 | 56.6% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | No change | 179,557 | 820 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 158,561 | 724 | 0.0% | 0.0% | 31 | -18,568 | -10.48% | Q4 2025 | Mar 25, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 140,262 | 640 | 0.0% | 0.0% | 32 | -234,723 | -62.6% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 136,965 | 625 | 0.0% | 0.0% | 33 | -116 | -0.08% | Q4 2025 | Mar 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 126,909 | 579 | 0.0% | — | 34 | +126,909 | New | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 119,957 | 548 | 0.0% | 0.0% | 35 | +44,115 | 58.17% | Q4 2025 | Feb 19, 2026 |
| Diametric Capital, LP | History | Added to | 115,133 | 526 | 0.14% | 0.2% | 36 | +10,571 | 10.11% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | New | 108,800 | 497 | 0.0% | — | 38 | +108,800 | New | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 108,768 | 497 | 0.0% | 0.0% | 37 | +2,663 | 2.51% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 106,107 | 484 | 0.0% | 0.0% | 39 | -88,462 | -45.47% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 103,617 | 473 | 0.01% | 0.01% | 40 | -29,693 | -22.27% | Q4 2025 | Feb 03, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 98,400 | 450 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dalton Investments, Inc. | History | No change | 89,410 | 408 | 0.3% | 0.31% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Portolan Capital Management, LLC | History | New | 89,063 | 407 | 0.02% | — | 43 | +89,063 | New | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 88,708 | 405 | 0.01% | — | 44 | +88,708 | New | Q4 2025 | Jan 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 87,804 | 401 | 0.0% | 0.0% | 45 | +10,595 | 13.72% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 78,434 | 358 | 0.0% | — | 46 | +78,293 | 55526.95% | Q4 2025 | Feb 10, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 76,625 | 350 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 71,000 | 324 | 0.0% | — | 48 | +71,000 | New | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 64,492 | 294 | 0.0% | — | 49 | +64,492 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 55,565 | 253 | 0.0% | 0.0% | 50 | -266 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Hudson Bay Capital Management LP | History | New | 53,543 | 244 | 0.0% | — | 51 | +53,543 | New | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 53,030 | 242 | 0.0% | 0.0% | 52 | -8,711 | -14.11% | Q4 2025 | Jan 14, 2026 |
| Ancora Advisors LLC | History | New | 48,870 | 223 | 0.0% | — | 53 | +48,870 | New | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Reduced | 45,053 | 205 | 0.03% | 0.03% | 54 | -674 | -1.47% | Q4 2025 | Feb 10, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 42,600 | 194 | 0.05% | 0.03% | 55 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quantbot Technologies LP | History | New | 40,270 | 184 | 0.01% | — | 56 | +40,270 | New | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 37,818 | 172 | 0.0% | 0.0% | 57 | +7,926 | 26.52% | Q4 2025 | Feb 10, 2026 |
| Lakewood Asset Management LLC | History | Added to | 34,665 | 158 | 0.09% | 0.1% | 58 | +2,386 | 7.39% | Q4 2025 | Jan 26, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | New | 34,500 | 157 | 0.03% | — | 59 | +34,500 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 31,950 | 146 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 31,873 | 145 | 0.01% | 0.03% | 61 | -45,000 | -58.54% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 30,917 | 143 | 0.01% | — | 62 | +30,917 | New | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | New | 29,499 | 134 | 0.0% | — | 63 | +29,499 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 25,654 | 117 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 23,924 | 109 | 0.0% | 0.0% | 65 | -291,629 | -92.42% | Q4 2025 | Feb 10, 2026 |
| Quadrature Capital Ltd | History | New | 23,163 | 105 | 0.0% | — | 66 | +23,163 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 22,992 | 105 | 0.0% | 0.0% | 67 | +7,201 | 45.6% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 21,718 | 99 | 0.0% | 0.0% | 68 | -7,521 | -25.72% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 18,457 | 84 | 0.0% | — | 71 | +18,457 | New | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 18,420 | 84 | 0.0% | — | 70 | +18,420 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 18,427 | 84 | 0.01% | 0.01% | 69 | -15,841 | -46.23% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 16,380 | 74 | 0.0% | 0.0% | 72 | +4 | 0.02% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 15,203 | 69 | 0.0% | 0.01% | 73 | -64,163 | -80.84% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | New | 15,081 | 68 | 0.0% | — | 74 | +15,081 | New | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,742 | 62 | 0.0% | — | 75 | +13,639 | 13241.75% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,500 | 52 | 0.0% | 0.0% | 76 | -1,000 | -8.0% | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | No change | 11,351 | 51 | 0.0% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,029 | 50 | 0.0% | 0.0% | 78 | -5,000 | -31.19% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 10,928 | 49 | 0.0% | 0.0% | 79 | +61 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | New | 10,559 | 48 | 0.0% | — | 80 | +10,559 | New | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,245 | 46 | 0.0% | 0.0% | 81 | +7,745 | 309.8% | Q4 2025 | Mar 16, 2026 |
| Banque Cantonale Vaudoise | History | No change | 10,053 | 46 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,655 | 39 | 0.0% | 0.0% | 83 | -69 | -0.79% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 7,565 | 34 | 0.0% | 0.0% | 84 | +4,708 | 164.79% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,100 | 27 | 0.0% | — | 85 | +6,100 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,159 | 23 | 0.0% | 0.0% | 86 | -335 | -6.1% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,240 | 23 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOM Asset Management Ltd | History | No change | 5,000 | 22 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3,738 | 17 | 0.0% | — | 90 | +3,738 | New | Q4 2025 | Mar 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,750 | 17 | 0.0% | 0.0% | 89 | +2,750 | 275.0% | Q4 2025 | Jan 13, 2026 |
| CWM, LLC | History | Reduced | 3,233 | 15 | 0.0% | 0.0% | 91 | -25 | -0.77% | Q4 2025 | Jan 26, 2026 |
| RHUMBLINE ADVISERS | History | No change | 1,776 | 8 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,477 | 6 | 0.0% | — | 93 | +1,477 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 1,424 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,200 | 5 | 0.0% | 0.0% | 95 | -773 | -39.18% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,030 | 4 | 0.0% | — | 96 | +1,030 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 1,000 | 4 | 0.0% | — | 98 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 944 | 4 | 0.0% | — | 97 | +944 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 613 | 2 | 0.0% | 0.0% | 100 | -4,094 | -86.98% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 581 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Symetra Investment Management Co | History | No change | 499 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 590 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 615 | 2 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 569 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | No change | 397 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 348 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LCM Capital Management Inc | History | No change | 100 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -98,848 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -82,740 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,905 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -38,225 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -37,313 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,350 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,865 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,517 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rangeley Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q3 2025 | Nov 18, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -91 | -100.0% | Q3 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 86 | 0 | — | — | — | +82 | 2050.0% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Arax Advisory Partners | History | Reduced | 6 | 0 | — | — | — | -9 | -60.0% | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Dec 15, 2025 |
| SBI Securities Co., Ltd. | History | Added to | 24 | 0 | — | — | — | +5 | 26.32% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |