BOSTON OMAHA Corp - BOC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAGNOLIA GROUP, LLC | History | No change | 5,589,253 | 69,139 | 11.4% | 11.59% | 1 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | History | No change | 2,444,473 | 30,238 | 4.01% | 3.47% | 2 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,579,404 | 19,537 | 0.0% | 0.0% | 3 | +10,434 | 0.67% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,565,459 | 19,364 | 0.0% | 0.0% | 4 | -1,419 | -0.09% | Q4 2025 | Feb 12, 2026 |
| Elgethun Capital Management | History | Added to | 1,453,842 | 17,984 | 3.11% | 3.38% | 5 | +27,234 | 1.91% | Q4 2025 | Feb 10, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,433,906 | 17,737 | 0.0% | 0.0% | 6 | -41,617 | -2.82% | Q4 2025 | Jan 29, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Reduced | 926,624 | 11,462 | 0.24% | 0.25% | 7 | -25,989 | -2.73% | Q4 2025 | Feb 02, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 712,608 | 8,814 | 0.26% | 0.29% | 8 | -19,779 | -2.7% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 519,999 | 6,433 | 0.0% | 0.0% | 9 | +4,435 | 0.86% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 468,665 | 5,797 | 0.0% | 0.0% | 10 | +1,425 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Ironvine Capital Partners, LLC | History | Reduced | 451,714 | 5,587 | 0.56% | 0.61% | 11 | -17,763 | -3.78% | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 435,744 | 5,390 | 1.41% | 1.7% | 12 | +110 | 0.03% | Q4 2025 | Jan 27, 2026 |
| Nitor Capital Management LLC | History | New | 370,350 | 4,581 | 4.07% | — | 13 | +370,350 | New | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 333,967 | 4,131 | 0.01% | — | 14 | +333,967 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 226,084 | 2,796 | 0.0% | 0.0% | 15 | +49,289 | 27.88% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 165,457 | 2,046 | 0.0% | 0.0% | 16 | -4,732 | -2.78% | Q4 2025 | Feb 17, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 140,932 | 1,743 | 0.23% | 0.26% | 17 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 124,790 | 1,543 | 0.01% | — | 18 | +124,790 | New | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 118,311 | 1,463 | 0.0% | 0.0% | 19 | -84,030 | -41.53% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 110,512 | 1,367 | 0.0% | 0.0% | 20 | +14,287 | 14.85% | Q4 2025 | Feb 17, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 105,472 | 1,304 | 0.79% | 0.87% | 21 | -3,075 | -2.83% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 88,420 | 1,093 | 0.0% | 0.0% | 22 | +31,298 | 54.79% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 80,891 | 1,000 | 0.0% | 0.0% | 23 | -26,712 | -24.82% | Q4 2025 | Jan 29, 2026 |
| Trexquant Investment LP | History | Added to | 71,956 | 890 | 0.01% | 0.0% | 24 | +39,539 | 121.97% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 62,806 | 776 | 0.0% | 0.0% | 25 | -151 | -0.24% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 62,400 | 771 | 0.0% | 0.0% | 26 | -20,500 | -24.73% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 60,038 | 742 | 0.0% | 0.0% | 27 | -1,885 | -3.04% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 59,778 | 739 | 0.0% | 0.0% | 28 | -816 | -1.35% | Q4 2025 | Feb 10, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 51,408 | 635 | 0.02% | 0.02% | 29 | -664 | -1.28% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Reduced | 47,203 | 583 | 0.0% | 0.0% | 30 | -4,497 | -8.7% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | New | 43,371 | 536 | 0.0% | — | 31 | +43,371 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 43,186 | 534 | 0.0% | — | 32 | +43,186 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 41,101 | 508 | 0.0% | 0.0% | 33 | +21,556 | 110.29% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 38,804 | 480 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,744 | 442 | 0.0% | 0.0% | 35 | +19,442 | 119.26% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 35,069 | 433 | 0.01% | 0.0% | 36 | +18,055 | 106.12% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 33,975 | 420 | 0.0% | 0.0% | 37 | +3,279 | 10.68% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 29,827 | 368 | 0.0% | 0.0% | 38 | -4,226 | -12.41% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 29,484 | 364 | 0.0% | 0.0% | 39 | +9,980 | 51.17% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | Added to | 28,378 | 351 | 0.14% | 0.11% | 40 | +7,171 | 33.81% | Q4 2025 | Feb 12, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 27,890 | 344 | 0.01% | 0.01% | 41 | -4,195 | -13.07% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 27,224 | 336 | 0.0% | 0.0% | 42 | +6,515 | 31.46% | Q4 2025 | Feb 13, 2026 |
| Flagstone Financial Management | History | Added to | 24,215 | 299 | 0.08% | 0.08% | 43 | +1,700 | 7.55% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,270 | 287 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,833 | 282 | 0.0% | 0.0% | 45 | -25,987 | -53.23% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 20,829 | 257 | 0.0% | 0.0% | 46 | +4 | 0.02% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 19,659 | 243 | 0.0% | — | 47 | +19,659 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 19,213 | 237 | 0.0% | 0.0% | 48 | -42,126 | -68.68% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,157 | 212 | 0.0% | 0.0% | 49 | +14,682 | 593.21% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 17,053 | 210 | 0.0% | 0.0% | 50 | +9,551 | 127.31% | Q4 2025 | Feb 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 16,666 | 206 | 0.02% | 0.02% | 51 | -4,554 | -21.46% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Reduced | 16,164 | 199 | 0.01% | 0.02% | 52 | -11,385 | -41.33% | Q4 2025 | Feb 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 15,270 | 188 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,926 | 184 | 0.0% | 0.0% | 54 | +452 | 3.12% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | New | 14,221 | 175 | 0.0% | — | 55 | +14,221 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,117 | 163 | 0.0% | 0.0% | 56 | +1,866 | 16.59% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 12,826 | 158 | 0.0% | 0.0% | 57 | +3,576 | 38.66% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,238 | 151 | 0.0% | 0.0% | 58 | -2,726 | -18.22% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Reduced | 12,081 | 149 | 0.08% | 0.09% | 59 | -985 | -7.54% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,628 | 143 | 0.0% | 0.0% | 60 | -13,365 | -53.47% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 11,164 | 138 | 0.0% | — | 61 | +11,164 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 11,000 | 136 | 0.0% | 0.0% | 62 | +500 | 4.76% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 11,000 | 136 | 0.01% | 0.01% | 63 | +500 | 4.76% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,112 | 125 | 0.0% | — | 64 | +10,112 | New | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 10,129 | 125 | 0.0% | 0.0% | 65 | -121 | -1.18% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 10,000 | 123 | 0.0% | 0.0% | 66 | -11 | -0.11% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,701 | 107 | 0.0% | 0.0% | 67 | -315 | -3.49% | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 8,422 | 104 | 0.0% | 0.01% | 68 | -15,371 | -64.6% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | No change | 5,795 | 71 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,581 | 69 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,102 | 63 | 0.0% | 0.0% | 71 | +223 | 4.57% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 4,312 | 53 | 0.0% | 0.0% | 72 | -1,426 | -24.85% | Q4 2025 | Feb 13, 2026 |
| PITTENGER & ANDERSON INC | History | New | 4,250 | 52 | 0.0% | — | 73 | +4,250 | New | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,444 | 42 | 0.0% | 0.0% | 74 | -713 | -17.15% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,119 | 39 | 0.0% | — | 75 | +3,119 | New | Q4 2025 | Feb 17, 2026 |
| Security National Bank | History | No change | 2,800 | 34 | 0.0% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,278 | 28 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,034 | 25 | 0.0% | 0.0% | 78 | +162 | 8.65% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 1,992 | 24 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,943 | 24 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,766 | 21 | 0.0% | — | 81 | +1,766 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,758 | 21 | 0.0% | 0.0% | 82 | +112 | 6.8% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,550 | 19 | 0.0% | 0.0% | 83 | +925 | 148.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,432 | 17 | 0.0% | 0.0% | 84 | +864 | 152.11% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,336 | 16 | 0.0% | 0.0% | 85 | -451 | -25.24% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,177 | 14 | 0.0% | 0.0% | 86 | -224 | -15.99% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 1,083 | 13 | 0.0% | 0.0% | 87 | +1,003 | 1253.75% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | No change | 972 | 12 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 850 | 10 | 0.0% | 0.0% | 89 | +769 | 949.38% | Q4 2025 | Jan 15, 2026 |
| Kilter Group LLC | History | No change | 772 | 9 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 684 | 8 | 0.0% | 0.0% | 91 | -114 | -14.29% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 608 | 7 | 0.0% | — | 92 | +608 | New | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 410 | 5 | 0.0% | 0.0% | 93 | -1,140 | -73.55% | Q4 2025 | Jan 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 394 | 4 | 0.0% | 0.0% | 94 | -1 | -0.25% | Q4 2025 | Feb 03, 2026 |
| Optiver Holding B.V. | History | No change | 340 | 4 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 369 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 300 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 290 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 206 | 2 | 0.0% | — | 99 | +206 | New | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 179 | 2 | 0.0% | — | 102 | +124 | 225.45% | Q4 2025 | Jan 05, 2026 |
| North Star Investment Management Corp. | History | No change | 185 | 2 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | No change | 215 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | New | 120 | 1 | 0.0% | — | 103 | +120 | New | Q4 2025 | Feb 04, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 106 | 1 | 0.0% | — | 107 | +106 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 93 | 1 | 0.0% | — | 104 | +93 | New | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Closed out | 0 | 0 | — | 1.14% | — | -479,208 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Abacus Planning Group, Inc. | History | Closed out | 0 | 0 | — | 0.37% | — | -204,352 | -100.0% | Q3 2025 | Oct 22, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -193,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PECAUT & CO. | History | Closed out | 0 | 0 | — | 0.07% | — | -17,400 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,663 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,980 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -13,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,624 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,886 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q3 2025 | Oct 20, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -63 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SIGNATUREFD, LLC | History | New | 58 | 0 | — | — | — | +58 | New | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | New | 52 | 0 | — | — | — | +52 | New | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q3 2025 | Oct 30, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Torren Management, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Smartleaf Asset Management LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 13, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| True Wealth Design, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 80 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |