Anterix Inc. - ATEX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Marble Bar Asset Management LLP | History | New | 13,266 | 289,597 | 6.71% | — | 1 | +13,266 | New | Q4 2025 | Feb 17, 2026 |
| Owl Creek Asset Management, L.P. | History | No change | 5,411,776 | 118,139 | 3.57% | 3.69% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Heard Capital LLC | History | No change | 1,716,738 | 37,476 | 1.76% | 1.79% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 1,018,275 | 22,228 | 0.0% | 0.0% | 4 | -13,460 | -1.3% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 931,305 | 20,330 | 0.0% | 0.0% | 5 | -77,072 | -7.64% | Q4 2025 | Jan 29, 2026 |
| QVT Financial LP | History | No change | 503,941 | 11,001 | 0.94% | 0.76% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 454,508 | 9,921 | 0.05% | — | 7 | +454,508 | New | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 439,946 | 9,604 | 0.0% | 0.0% | 8 | +404,838 | 1153.12% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 422,470 | 9,222 | 0.09% | 0.07% | 9 | +102,400 | 31.99% | Q4 2025 | Feb 05, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | History | No change | 397,395 | 8,675 | 1.14% | 3.17% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 360,139 | 7,863 | 0.0% | 0.0% | 11 | -1,190 | -0.33% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 333,788 | 7,286 | 0.0% | 0.0% | 12 | +17,017 | 5.37% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 324,923 | 7,092 | 0.0% | 0.0% | 13 | +13,633 | 4.38% | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 304,907 | 6,656 | 0.05% | — | 14 | +304,907 | New | Q4 2025 | Feb 05, 2026 |
| MARSHALL WACE, LLP | History | Added to | 291,255 | 6,358 | 0.01% | 0.01% | 15 | +4,674 | 1.63% | Q4 2025 | Feb 13, 2026 |
| AYAL Capital Advisors Ltd | History | Added to | 265,000 | 5,784 | 2.02% | 1.77% | 16 | +56,029 | 26.81% | Q4 2025 | Feb 17, 2026 |
| Potomac Capital Management, Inc. | History | New | 187,900 | 4,101 | 3.29% | — | 17 | +187,900 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 169,114 | 3,691 | 0.0% | 0.0% | 18 | +113,331 | 203.16% | Q4 2025 | Feb 12, 2026 |
| Beartown Capital Management, LLC | History | New | 145,000 | 3,165 | 2.29% | — | 19 | +145,000 | New | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 143,124 | 3,124 | 0.0% | 0.0% | 20 | +6,635 | 4.86% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 138,677 | 3,027 | 0.0% | 0.0% | 21 | +599 | 0.43% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 124,943 | 2,727 | 0.01% | 12.82% | 22 | -3,738 | -2.9% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 124,646 | 2,721 | 0.0% | 0.0% | 23 | -78,943 | -38.78% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 124,630 | 2,720 | 0.0% | 0.0% | 24 | -38,822 | -23.75% | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 120,380 | 2,627 | 0.0% | 0.0% | 25 | +9,286 | 8.36% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 114,262 | 2,494 | 0.0% | 0.0% | 26 | -2,743 | -2.34% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 109,445 | 2,389 | 0.0% | 0.0% | 27 | +37,002 | 51.08% | Q4 2025 | Feb 13, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 100,418 | 2,192 | 0.42% | 0.38% | 28 | +3,569 | 3.69% | Q4 2025 | Jan 26, 2026 |
| Man Group plc | History | Added to | 100,145 | 2,186 | 0.0% | 0.0% | 29 | +24,431 | 32.27% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 90,243 | 1,970 | 0.0% | 0.0% | 30 | +74,519 | 473.92% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | Added to | 83,085 | 1,813 | 0.14% | 0.05% | 31 | +55,097 | 196.86% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | New | 72,993 | 1,593 | 0.01% | — | 33 | +72,993 | New | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 72,976 | 1,593 | 0.14% | 0.11% | 32 | +13,324 | 22.34% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 68,792 | 1,501 | 0.0% | 0.0% | 34 | +29,185 | 73.69% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 61,765 | 1,348 | 0.0% | 0.0% | 35 | -69,310 | -52.88% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 53,155 | 1,160 | 0.0% | 0.0% | 36 | +30,420 | 133.8% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 53,117 | 1,159 | 0.0% | 0.0% | 37 | +33,656 | 172.94% | Q4 2025 | Feb 13, 2026 |
| Teton Advisors, LLC | History | Reduced | 53,000 | 1,156 | 0.8% | 0.77% | 38 | -5,000 | -8.62% | Q4 2025 | Feb 05, 2026 |
| Waterfront Wealth Inc. | History | New | 48,627 | 1,150 | 0.22% | — | 39 | +48,627 | New | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Reduced | 51,044 | 1,114 | 0.0% | 0.0% | 40 | -236,745 | -82.26% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 49,462 | 1,079 | 0.0% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 48,787 | 1,065 | 0.0% | 0.0% | 42 | +3,166 | 6.94% | Q4 2025 | Jan 29, 2026 |
| SG Americas Securities, LLC | History | New | 48,509 | 1,059 | 0.0% | — | 43 | +48,509 | New | Q4 2025 | Jan 09, 2026 |
| Trexquant Investment LP | History | Added to | 46,398 | 1,012 | 0.01% | 0.01% | 44 | +6,412 | 16.04% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 43,090 | 940 | 0.0% | 0.0% | 45 | -19,043 | -30.65% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 33,401 | 729 | 0.0% | — | 46 | +33,401 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 30,779 | 671 | 0.0% | 0.0% | 47 | -12,915 | -29.56% | Q4 2025 | Feb 17, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Reduced | 30,650 | 669 | 0.1% | 0.18% | 48 | -21,550 | -41.28% | Q4 2025 | Feb 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 27,505 | 600 | 0.03% | 0.03% | 49 | +6,705 | 32.24% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 26,500 | 578 | 0.0% | 0.0% | 50 | +15,100 | 132.46% | Q4 2025 | Feb 02, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 22,550 | 492 | 0.0% | 0.0% | 51 | +19,582 | 659.77% | Q4 2025 | Feb 11, 2026 |
| DG Capital Management, LLC | History | Reduced | 21,245 | 463 | 0.2% | 5.55% | 52 | -723,299 | -97.15% | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 20,000 | 436 | 0.03% | 0.04% | 53 | -7,340 | -26.85% | Q4 2025 | Feb 12, 2026 |
| Sandia Investment Management LP | History | Reduced | 20,000 | 436 | 1.09% | 1.75% | 54 | -7,340 | -26.85% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 18,789 | 410 | 0.0% | 0.0% | 55 | +2,388 | 14.56% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 18,432 | 402 | 0.0% | — | 56 | +18,432 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 17,740 | 387 | 0.0% | 0.0% | 57 | -75,536 | -80.98% | Q4 2025 | Feb 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 17,316 | 378 | 0.02% | 0.02% | 58 | -36 | -0.21% | Q4 2025 | Jan 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 15,430 | 336 | 0.0% | 0.0% | 59 | +2,200 | 16.63% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 15,012 | 327 | 0.13% | 0.16% | 60 | -4,213 | -21.91% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,918 | 325 | 0.0% | 0.0% | 61 | -2,863 | -16.1% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 14,255 | 311 | 0.01% | — | 62 | +14,255 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 13,377 | 292 | 0.0% | — | 63 | +13,377 | New | Q4 2025 | Jan 29, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 12,950 | 282 | 0.28% | — | 64 | +12,950 | New | Q4 2025 | Jan 21, 2026 |
| Verition Fund Management LLC | History | New | 12,600 | 275 | 0.0% | — | 65 | +12,600 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,372 | 270 | 0.0% | 0.0% | 66 | +5,401 | 77.48% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 12,031 | 263 | 0.14% | 0.11% | 67 | +2,508 | 26.34% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | New | 9,487 | 207 | 0.0% | — | 68 | +9,487 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 8,802 | 192 | 0.01% | 0.01% | 69 | +3,367 | 61.95% | Q4 2025 | Feb 09, 2026 |
| Aquatic Capital Management LLC | History | New | 8,675 | 189 | 0.01% | — | 70 | +8,675 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 6,747 | 147 | 0.0% | 0.0% | 71 | -952 | -12.37% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 6,175 | 134 | 0.0% | 0.0% | 72 | +4,661 | 307.86% | Q4 2025 | Feb 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6,000 | 130 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,214 | 113 | 0.0% | 0.0% | 74 | -21 | -0.4% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,673 | 102 | 0.0% | 0.0% | 75 | -320 | -6.41% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,289 | 93 | 0.0% | 0.0% | 77 | -9,320 | -68.48% | Q4 2025 | Feb 11, 2026 |
| TORONTO DOMINION BANK | History | New | 4,300 | 93 | 0.0% | — | 76 | +4,300 | New | Q4 2025 | Feb 17, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 3,500 | 76 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,069 | 66 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,709 | 59 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 2,553 | 55 | 0.0% | 0.0% | 81 | -46 | -1.77% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,491 | 54 | 0.0% | 0.0% | 82 | +237 | 10.51% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,284 | 28 | 0.0% | 0.0% | 83 | -874 | -40.5% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,208 | 26 | 0.0% | — | 84 | +1,208 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,033 | 22 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 693 | 15 | 0.0% | 0.0% | 86 | -117 | -14.44% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 628 | 13 | 0.0% | 0.0% | 87 | -679 | -51.95% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 608 | 13 | 0.0% | 0.0% | 88 | -442 | -42.1% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 570 | 12 | 0.0% | 0.0% | 89 | +517 | 975.47% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 354 | 8 | 0.0% | 0.0% | 90 | -82 | -18.81% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 322 | 7 | 0.0% | 0.0% | 91 | -492 | -60.44% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 304 | 6 | 0.0% | — | 92 | +304 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 250 | 5 | 0.0% | 0.0% | 93 | +106 | 73.61% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 197 | 4 | 0.0% | — | 96 | +197 | New | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | New | 188 | 4 | 0.0% | — | 97 | +188 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | New | 185 | 4 | 0.0% | — | 98 | +185 | New | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 193 | 4 | 0.0% | — | 94 | +160 | 484.85% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 203 | 4 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 167 | 3 | 0.0% | 0.0% | 99 | -2 | -1.18% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 114 | 2 | 0.0% | 0.0% | 100 | -174 | -60.42% | Q4 2025 | Jan 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 141 | 2 | 0.0% | — | 101 | +141 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 123 | 2 | 0.0% | 0.0% | 103 | -11 | -8.21% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | No change | 124 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 89 | 1 | 0.0% | 0.0% | 105 | -294 | -76.76% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 73 | 1 | 0.0% | — | 104 | +46 | 170.37% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SCOGGIN MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.76% | — | -225,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.97% | — | -74,983 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -31,400 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -27,051 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,459 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,406 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,238 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,659 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q3 2025 | Dec 15, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,185 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -49 | -92.45% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Jan 07, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 19 | 0 | — | 0.0% | — | -31 | -62.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -21 | -91.3% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 17, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |