Anika Therapeutics, Inc. - ANIK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 1,654,537 | 15,900 | 0.0% | 0.0% | 1 | -87,225 | -5.01% | Q4 2025 | Feb 12, 2026 |
| Caligan Partners LP | History | No change | 1,435,130 | 13,791 | 1.14% | 1.77% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 779,165 | 7,487 | 0.0% | 0.0% | 3 | -1,498 | -0.19% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 772,230 | 7,421 | 0.0% | 0.0% | 4 | +377,489 | 95.63% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 606,544 | 5,821 | 0.01% | 0.01% | 5 | -26,247 | -4.15% | Q4 2025 | Feb 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 534,507 | 5,136 | 0.08% | 0.07% | 6 | -5,135 | -0.95% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 515,717 | 4,956 | 0.01% | 0.01% | 7 | -17,300 | -3.25% | Q4 2025 | Feb 12, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 500,465 | 4,809 | 0.79% | 0.81% | 8 | -50,783 | -9.21% | Q4 2025 | Feb 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 494,319 | 4,750 | 0.0% | 0.0% | 9 | -106,844 | -17.77% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 336,543 | 3,234 | 0.0% | 0.0% | 10 | +13,165 | 4.07% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 325,522 | 3,129 | 0.0% | 0.0% | 11 | -10,159 | -3.03% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 297,979 | 2,863 | 0.0% | 0.0% | 12 | +122,664 | 69.97% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 233,808 | 2,246 | 0.0% | 0.0% | 13 | +153,887 | 192.55% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 195,585 | 1,879 | 0.01% | — | 14 | +195,585 | New | Q4 2025 | Feb 13, 2026 |
| Trigran Investments, Inc. | History | Reduced | 168,400 | 1,618 | 0.32% | 2.76% | 15 | -1,452,815 | -89.61% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 164,926 | 1,584 | 0.0% | 0.0% | 16 | +99,951 | 153.83% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 134,768 | 1,295 | 0.0% | 0.0% | 17 | +85,029 | 170.95% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 126,483 | 1,215 | 0.0% | 0.0% | 18 | +89,600 | 242.93% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 122,062 | 1,173 | 0.1% | 0.03% | 19 | +80,319 | 192.41% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 117,896 | 1,132 | 0.0% | 0.0% | 20 | -12,913 | -9.87% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 111,709 | 1,073 | 0.0% | 0.0% | 21 | -7,403 | -6.22% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 107,307 | 1,031 | 0.01% | 0.0% | 22 | +62,616 | 140.11% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 106,297 | 1,021 | 0.0% | 0.0% | 23 | +2,427 | 2.34% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 101,549 | 975 | 0.0% | 0.0% | 24 | +42,955 | 73.31% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 100,321 | 964 | 0.0% | 0.0% | 25 | +42,176 | 72.54% | Q4 2025 | Feb 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 87,600 | 841 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 87,188 | 837 | 0.0% | 0.0% | 27 | +13,464 | 18.26% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 81,290 | 781 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 72,181 | 693 | 0.0% | 0.0% | 29 | +56,918 | 372.91% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 70,506 | 677 | 0.0% | 0.0% | 30 | +38,432 | 119.82% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 69,280 | 665 | 0.0% | 0.0% | 31 | +19,817 | 40.06% | Q4 2025 | Feb 17, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 65,610 | 630 | 0.26% | 0.12% | 32 | +37,413 | 132.68% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Added to | 64,278 | 617 | 0.0% | 0.0% | 33 | +49,500 | 334.96% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 59,881 | 575 | 0.0% | 0.0% | 34 | +13,943 | 30.35% | Q4 2025 | Feb 10, 2026 |
| DIKER MANAGEMENT LLC | History | Added to | 58,210 | 559 | 0.43% | 0.43% | 35 | +1,371 | 2.41% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 58,103 | 558 | 0.0% | — | 36 | +58,103 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 53,202 | 511 | 0.0% | 0.0% | 38 | +22,830 | 75.17% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 53,240 | 511 | 0.0% | 0.0% | 37 | +20,251 | 61.39% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 52,994 | 509 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Indivisible Partners | History | New | 50,402 | 484 | 0.05% | — | 40 | +50,402 | New | Q4 2025 | Feb 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 49,596 | 476 | 0.0% | 0.0% | 41 | +2,580 | 5.49% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 48,341 | 464 | 0.0% | — | 43 | +48,341 | New | Q4 2025 | Mar 20, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 48,296 | 464 | 0.05% | 0.03% | 44 | +28,160 | 139.85% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 48,301 | 464 | 0.0% | 0.0% | 42 | +18,619 | 62.73% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 47,066 | 452 | 0.0% | 0.0% | 45 | +27,683 | 142.82% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 46,378 | 445 | 0.0% | 0.0% | 46 | -1,533 | -3.2% | Q4 2025 | Jan 22, 2026 |
| Quadrature Capital Ltd | History | New | 44,735 | 429 | 0.0% | — | 47 | +44,735 | New | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | Added to | 41,581 | 399 | 0.19% | 0.07% | 48 | +24,375 | 141.67% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 40,505 | 389 | 0.0% | 0.0% | 49 | -9,585 | -19.14% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Added to | 40,276 | 387 | 0.0% | 0.0% | 50 | +16,150 | 66.94% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 33,334 | 320 | 0.0% | 0.0% | 51 | +6,471 | 24.09% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 33,208 | 319 | 0.0% | 0.0% | 52 | +12,461 | 60.06% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 32,224 | 309 | 0.0% | 0.0% | 53 | +1,324 | 4.28% | Q4 2025 | Mar 09, 2026 |
| Cerity Partners LLC | History | Added to | 31,775 | 305 | 0.0% | 0.0% | 54 | +1,575 | 5.22% | Q4 2025 | Feb 11, 2026 |
| Objectivity Squared, LLC | History | New | 31,575 | 303 | 0.17% | — | 55 | +31,575 | New | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 28,545 | 274 | 0.0% | 0.0% | 56 | -238 | -0.83% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 26,154 | 251 | 0.0% | 0.0% | 57 | -60,720 | -69.89% | Q4 2025 | Feb 17, 2026 |
| Diametric Capital, LP | History | New | 25,601 | 246 | 0.07% | — | 58 | +25,601 | New | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 25,510 | 245 | 0.02% | 0.01% | 59 | +15,407 | 152.5% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 25,272 | 242 | 0.0% | 0.0% | 60 | +1,843 | 7.87% | Q4 2025 | Feb 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,210 | 232 | 0.0% | — | 61 | +24,210 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 22,252 | 213 | 0.01% | 0.01% | 62 | +9,482 | 74.25% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 22,000 | 211 | 0.0% | — | 63 | +22,000 | New | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | Reduced | 21,524 | 206 | 0.1% | 0.22% | 64 | -19,862 | -47.99% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 20,450 | 196 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 20,121 | 193 | 0.0% | — | 66 | +20,121 | New | Q4 2025 | Feb 17, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 19,400 | 186 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 18,145 | 174 | 0.0% | 0.0% | 68 | -2,174 | -10.7% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 17,500 | 168 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 16,620 | 159 | 0.06% | — | 70 | +16,620 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,455 | 158 | 0.0% | 0.0% | 71 | -4,605 | -21.87% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 16,523 | 158 | 0.0% | 0.0% | 72 | -905 | -5.19% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 16,218 | 155 | 0.0% | 0.0% | 73 | +16,043 | 9167.43% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 15,592 | 149 | 0.0% | 0.0% | 75 | +7,317 | 88.42% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 15,600 | 149 | 0.0% | 0.0% | 74 | +1,700 | 12.23% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,675 | 141 | 0.0% | 0.0% | 76 | +4,465 | 43.73% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | New | 14,492 | 139 | 0.0% | — | 77 | +14,492 | New | Q4 2025 | Feb 18, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 14,150 | 138 | 0.0% | 0.0% | 78 | -11,980 | -45.85% | Q4 2025 | Feb 11, 2026 |
| Jain Global LLC | History | New | 14,249 | 136 | 0.0% | — | 80 | +14,249 | New | Q4 2025 | Feb 17, 2026 |
| Williams & Novak, LLC | History | Added to | 14,193 | 136 | 0.1% | 0.08% | 79 | +3,353 | 30.93% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 12,745 | 122 | 0.0% | — | 81 | +12,745 | New | Q4 2025 | Feb 18, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 12,635 | 121 | 0.0% | 0.0% | 82 | -33,208 | -72.44% | Q4 2025 | Jan 09, 2026 |
| Inscription Capital, LLC | History | New | 12,666 | 121 | 0.01% | — | 83 | +12,666 | New | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | New | 10,069 | 96 | 0.0% | — | 84 | +10,069 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 8,537 | 82 | 0.0% | 0.0% | 85 | +1,080 | 14.48% | Q4 2025 | Jan 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,976 | 57 | 0.0% | 0.0% | 86 | +176 | 3.03% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,550 | 34 | 0.0% | 0.0% | 87 | +1,086 | 44.07% | Q4 2025 | Jan 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,423 | 32 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,262 | 31 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,813 | 17 | 0.0% | 0.0% | 90 | -15 | -0.82% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,721 | 16 | 0.0% | 0.0% | 91 | -279 | -13.95% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 1,592 | 15 | 0.0% | 0.02% | 94 | -5,966 | -78.94% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,597 | 15 | 0.0% | 0.0% | 92 | -189 | -10.58% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | No change | 1,607 | 15 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,438 | 13 | 0.0% | — | 95 | +1,397 | 3407.32% | Q4 2025 | Jan 15, 2026 |
| MAI Capital Management | History | Added to | 1,305 | 12 | 0.0% | 0.0% | 96 | +11 | 0.85% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,202 | 11 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 1,081 | 10 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 944 | 9 | 0.0% | 0.0% | 99 | +135 | 16.69% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 815 | 8 | 0.0% | — | 100 | +815 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 766 | 7 | 0.0% | 0.0% | 101 | -214 | -21.84% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 681 | 6 | 0.0% | — | 103 | +681 | New | Q4 2025 | Mar 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 651 | 6 | 0.0% | 0.0% | 104 | +540 | 486.49% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 718 | 6 | 0.0% | 0.0% | 102 | -142 | -16.51% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 600 | 5 | 0.0% | 0.0% | 105 | -300 | -33.33% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 522 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 465 | 4 | 0.0% | — | 108 | +465 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 392 | 4 | 0.0% | 0.0% | 107 | -105 | -21.13% | Q4 2025 | Feb 05, 2026 |
| FEDERATED HERMES, INC. | History | No change | 393 | 3 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 286 | 2 | 0.0% | 0.0% | 110 | -2,251 | -88.73% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 214 | 2 | 0.0% | — | 111 | +214 | New | Q4 2025 | Mar 16, 2026 |
| Optiver Holding B.V. | History | No change | 218 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 127 | 1 | 0.0% | — | 113 | +127 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 168 | 1 | 0.0% | — | 115 | +120 | 250.0% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 160 | 1 | 0.0% | — | 114 | +69 | 75.82% | Q4 2025 | Jan 07, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,494 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Nantahala Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,961 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.49% | — | -11,355 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -10,990 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -604 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Parkside Financial Bank & Trust | History | New | 65 | 0 | — | — | — | +65 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 65 | 0 | — | — | — | +42 | 182.61% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 81 | 0 | — | 0.0% | — | -40 | -33.06% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -30 | -93.75% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Added to | 70 | 0 | — | — | — | +19 | 37.25% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Allworth Financial LP | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 100 | 0 | — | 0.0% | — | -10 | -9.09% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |