AVIAT NETWORKS, INC. - AVNW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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 | 770,428 | 16,471 | 0.0% | 0.0% | 1 | -5,348 | -0.69% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 700,116 | 14,968 | 0.0% | 0.0% | 2 | -117 | -0.02% | Q4 2025 | Jan 29, 2026 |
| Tieton Capital Management, LLC | History | Reduced | 661,518 | 14,143 | 4.84% | 5.28% | 3 | -1,510 | -0.23% | Q4 2025 | Feb 10, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 648,235 | 13,859 | 0.14% | 0.14% | 4 | +51,000 | 8.54% | Q4 2025 | Feb 09, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 524,231 | 11,208 | 2.82% | 3.2% | 5 | -649 | -0.12% | Q4 2025 | Feb 12, 2026 |
| Western Standard LLC | History | Added to | 494,238 | 10,566 | 4.87% | 1.82% | 6 | +226,332 | 84.48% | Q4 2025 | Feb 03, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 428,363 | 9,158 | 0.19% | 0.23% | 7 | -17,584 | -3.94% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 407,147 | 8,704 | 0.0% | 0.0% | 8 | -22,368 | -5.21% | Q4 2025 | Feb 12, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 371,258 | 7,937 | 1.74% | 1.57% | 9 | +60,004 | 19.28% | Q4 2025 | Feb 04, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 368,156 | 7,871 | 0.01% | 0.02% | 10 | -12,200 | -3.21% | Q4 2025 | Feb 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 282,506 | 6,041 | 0.0% | 0.0% | 11 | -1,752 | -0.62% | Q4 2025 | Feb 09, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 282,308 | 6,035 | 0.02% | 0.02% | 12 | -3,560 | -1.25% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 246,897 | 5,278 | 0.0% | 0.0% | 13 | +1,743 | 0.71% | Q4 2025 | Feb 13, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 234,678 | 5,017 | 0.43% | 0.65% | 14 | -94,935 | -28.8% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 226,580 | 4,844 | 0.0% | 0.0% | 15 | +132,262 | 140.23% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 201,901 | 4,316 | 0.0% | 0.0% | 16 | -1,989 | -0.98% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 194,564 | 4,159 | 0.0% | 0.0% | 17 | +184,824 | 1897.58% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 187,742 | 4,013 | 0.0% | 0.0% | 18 | +389 | 0.21% | Q4 2025 | Feb 11, 2026 |
| AWM Investment Company, Inc. | History | Added to | 165,723 | 3,543 | 0.34% | 0.3% | 19 | +26,917 | 19.39% | Q4 2025 | Feb 13, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 155,000 | 3,313 | 0.43% | 0.47% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 145,695 | 3,114 | 0.01% | 0.01% | 21 | -2,821 | -1.9% | Q4 2025 | Feb 10, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | New | 144,930 | 3,098 | 2.93% | — | 22 | +144,930 | New | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 129,180 | 2,761 | 0.0% | 0.0% | 23 | +23,539 | 22.28% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 123,925 | 2,650 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 111,579 | 2,385 | 0.0% | 0.0% | 25 | +530 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Aristides Capital LLC | History | Added to | 104,675 | 2,237 | 0.4% | 0.33% | 26 | +4,540 | 4.53% | Q4 2025 | Feb 26, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 87,939 | 1,880 | 0.0% | 0.0% | 27 | -6,304 | -6.69% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 83,817 | 1,792 | 0.01% | — | 28 | +83,817 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 83,362 | 1,782 | 0.0% | 0.0% | 29 | +2,280 | 2.81% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 81,627 | 1,745 | 0.0% | 0.0% | 30 | +34,478 | 73.13% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 73,407 | 1,569 | 0.0% | 0.0% | 31 | -13,144 | -15.19% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 73,174 | 1,564 | 0.0% | 0.01% | 32 | -119,406 | -62.0% | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 53,750 | 1,149 | 0.02% | 0.02% | 33 | -3,097 | -5.45% | Q4 2025 | Feb 17, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 49,500 | 1,058 | 0.06% | 0.1% | 34 | -23,000 | -31.72% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 48,071 | 1,027 | 0.05% | 0.06% | 35 | +1,813 | 3.92% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 47,916 | 1,024 | 0.0% | 0.0% | 36 | -8,044 | -14.37% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 47,602 | 1,017 | 0.02% | 0.05% | 37 | -56,375 | -54.22% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 47,540 | 1,016 | 0.0% | 0.0% | 38 | +7,902 | 19.94% | Q4 2025 | Feb 10, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 47,100 | 1,006 | 0.04% | 0.05% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 45,031 | 962 | 0.0% | 0.0% | 40 | +30,557 | 211.12% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 43,453 | 929 | 0.0% | 0.0% | 41 | -4,023 | -8.47% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 43,226 | 924 | 0.0% | 0.0% | 42 | -17,144 | -28.4% | Q4 2025 | Mar 25, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 42,300 | 904 | 0.02% | 0.02% | 43 | +6,200 | 17.17% | Q4 2025 | Feb 17, 2026 |
| Manatuck Hill Partners, LLC | History | Reduced | 40,800 | 872 | 0.31% | 0.68% | 44 | -49,500 | -54.82% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 33,599 | 718 | 0.0% | 0.0% | 45 | +28 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | New | 31,719 | 678 | 0.0% | — | 46 | +31,719 | New | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 31,701 | 677 | 0.0% | 0.0% | 47 | -50,539 | -61.45% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 28,691 | 613 | 0.0% | 0.0% | 48 | +4,187 | 17.09% | Q4 2025 | Feb 19, 2026 |
| Rothschild Wealth LLC | History | New | 26,350 | 563 | 0.05% | — | 50 | +26,350 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Reduced | 26,350 | 563 | 0.94% | 0.29% | 49 | -500 | -1.86% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 25,646 | 548 | 0.0% | — | 51 | +25,646 | New | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | No change | 22,814 | 487 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 22,046 | 471 | 0.0% | — | 53 | +22,046 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,169 | 431 | 0.0% | 0.0% | 54 | -13,621 | -40.31% | Q4 2025 | Feb 17, 2026 |
| CM Management, LLC | History | No change | 20,000 | 427 | 0.36% | 0.38% | 55 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 18,649 | 399 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | No change | 18,600 | 397 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | Added to | 18,078 | 386 | 0.0% | 0.0% | 58 | +1,779 | 10.91% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 17,965 | 384 | 0.0% | 0.0% | 59 | -101 | -0.56% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,879 | 382 | 0.0% | 0.0% | 60 | +2,997 | 20.14% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,700 | 357 | 0.0% | 0.0% | 61 | -30,400 | -64.54% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,671 | 335 | 0.0% | 0.0% | 62 | +3,649 | 30.35% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 15,585 | 333 | 0.0% | — | 63 | +15,585 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 15,568 | 332 | 0.0% | 0.0% | 64 | -8 | -0.05% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,514 | 331 | 0.0% | 0.0% | 65 | -1,829 | -10.55% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,550 | 311 | 0.0% | 0.0% | 66 | +4,103 | 39.27% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,424 | 308 | 0.0% | 0.0% | 67 | -3,900 | -21.28% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | New | 14,208 | 304 | 0.16% | — | 68 | +14,208 | New | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 13,000 | 277 | 0.02% | 0.02% | 69 | -411 | -3.06% | Q4 2025 | Jan 29, 2026 |
| WINTON GROUP Ltd | History | New | 10,285 | 219 | 0.01% | — | 70 | +10,285 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 9,981 | 213 | 0.0% | 0.0% | 71 | +8,709 | 684.67% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 9,700 | 207 | 0.0% | — | 72 | +9,700 | New | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 9,664 | 206 | 0.0% | — | 73 | +9,664 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,309 | 177 | 0.0% | 0.0% | 74 | -1,445 | -14.81% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | New | 7,256 | 155 | 0.0% | — | 75 | +7,256 | New | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 5,430 | 141 | 0.0% | 0.0% | 76 | -4,650 | -46.13% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,005 | 128 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,657 | 120 | 0.0% | 0.0% | 78 | +3,376 | 148.01% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,368 | 114 | 0.0% | 0.0% | 79 | -61 | -1.12% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 4,683 | 100 | 0.01% | 0.01% | 80 | +873 | 22.91% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 4,296 | 91 | 0.0% | 0.0% | 81 | -1,200 | -21.83% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,245 | 69 | 0.0% | — | 82 | +3,245 | New | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,871 | 61 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 2,720 | 58 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quent Capital, LLC | History | New | 2,500 | 53 | 0.0% | — | 85 | +2,500 | New | Q4 2025 | Jan 29, 2026 |
| Potomac Capital Management, Inc. | History | New | 2,000 | 42 | 0.03% | — | 86 | +2,000 | New | Q4 2025 | Feb 11, 2026 |
| Truvestments Capital LLC | History | No change | 1,610 | 34 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,173 | 25 | 0.0% | 0.0% | 88 | -371 | -24.03% | Q4 2025 | Jan 05, 2026 |
| Legal & General Group Plc | History | No change | 1,088 | 23 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,092 | 23 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 998 | 21 | 0.0% | — | 91 | +998 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,011 | 21 | 0.0% | 0.0% | 92 | -75 | -6.91% | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 959 | 20 | 0.0% | — | 93 | +959 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 875 | 19 | 0.0% | 0.0% | 94 | +211 | 31.78% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 712 | 15 | 0.0% | 0.0% | 95 | -10 | -1.39% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 657 | 14 | 0.0% | 0.0% | 96 | +353 | 116.12% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 667 | 14 | 0.0% | 0.0% | 97 | -132 | -16.52% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 582 | 12 | 0.0% | 0.0% | 98 | +128 | 28.19% | Q4 2025 | Jan 08, 2026 |
| WealthCollab, LLC | History | No change | 576 | 12 | 0.0% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | New | 433 | 9 | 0.0% | — | 100 | +433 | New | Q4 2025 | Mar 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 409 | 8 | 0.0% | 0.0% | 101 | +14 | 3.54% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 364 | 8 | 0.0% | 0.0% | 102 | -14 | -3.7% | Q4 2025 | Feb 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 240 | 5 | 0.0% | — | 104 | +224 | 1400.0% | Q4 2025 | Mar 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 265 | 5 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 222 | 4 | 0.0% | 0.0% | 105 | -121 | -35.28% | Q4 2025 | Feb 06, 2026 |
| Redwood Park Advisors LLC | History | No change | 202 | 4 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 162 | 3 | 0.0% | 0.0% | 108 | -40 | -19.8% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 180 | 3 | 0.0% | 0.0% | 107 | -10 | -5.26% | Q4 2025 | Jan 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 133 | 2 | 0.0% | 0.0% | 111 | -27 | -16.88% | Q4 2025 | Feb 06, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 110 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | New | 75 | 1 | 0.0% | — | 119 | +75 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 50 | 1 | 0.0% | — | 112 | +50 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57 | 1 | 0.0% | — | 118 | +23 | 67.65% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 50 | 1 | 0.0% | 0.0% | 115 | +2 | 4.17% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 64 | 1 | 0.0% | 0.0% | 114 | -1 | -1.54% | Q4 2025 | Jan 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 90 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bleichroeder LP | History | No change | 66 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 57 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CROWN ADVISORS MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 1.53% | — | -100,000 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Acuitas Investments, LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -63,377 | -100.0% | Q3 2025 | Nov 18, 2025 |
| WHITE PINE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -54,926 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,568 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -23,292 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,516 | -100.0% | Q3 2025 | Nov 17, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -2,734 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,181 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 4 | 0 | — | 0.0% | — | -241 | -98.37% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2 | 0 | — | 0.0% | — | -78 | -97.5% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 05, 2025 |
| IFP Advisors, Inc | History | Reduced | 11 | 0 | — | — | — | -25 | -69.44% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 12, 2025 |
| True Wealth Design, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Jan 08, 2026 |
| American Capital Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Parallel Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |