Cognyte Software Ltd. - CGNT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Edenbrook Capital, LLC | History | Added to | 7,556,671 | 71,032 | 13.25% | 10.41% | 1 | +294,692 | 4.06% | Q4 2025 | Feb 13, 2026 |
| Topline Capital Management, LLC | History | Added to | 7,238,153 | 68,038 | 6.16% | 10.39% | 2 | +42,534 | 0.59% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Reduced | 6,708,394 | 63,058 | 2.78% | 2.26% | 3 | -43,568 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Value Base Ltd. | History | No change | 5,719,187 | 53,760 | 40.28% | 34.02% | 4 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,193,537 | 48,798 | 0.04% | 0.03% | 5 | -39,335 | -0.75% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,895,868 | 27,194 | 0.04% | 0.04% | 6 | -15,487 | -0.53% | Q4 2025 | Feb 10, 2026 |
| Y.D. More Investments Ltd | History | No change | 1,854,798 | 17,435 | 0.83% | 0.88% | 7 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 1,433,197 | 13,472 | 0.09% | 0.09% | 8 | +10,413 | 0.73% | Q4 2025 | Feb 17, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | Added to | 1,155,000 | 10,857 | 2.38% | 2.9% | 9 | +55,000 | 5.0% | Q4 2025 | Feb 17, 2026 |
| SCALAR GAUGE MANAGEMENT, LLC | History | Added to | 904,099 | 8,498 | 5.61% | 3.37% | 10 | +115,000 | 14.57% | Q4 2025 | Feb 17, 2026 |
| Samjo Management, LLC | History | Added to | 896,325 | 8,425 | 3.26% | 1.75% | 11 | +351,150 | 64.41% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 870,672 | 8,184 | 0.02% | 0.03% | 12 | -158,102 | -15.37% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 775,879 | 7,293 | 0.0% | 0.0% | 13 | +6,827 | 0.89% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 774,234 | 7,277 | 0.0% | 0.0% | 14 | +29,013 | 3.89% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 749,314 | 7,043 | 0.0% | 0.0% | 15 | -96,356 | -11.39% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 566,911 | 5,328 | 0.01% | 0.01% | 16 | +60,000 | 11.84% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 517,115 | 4,860 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 439,271 | 4,129 | 0.0% | 0.0% | 18 | -87,893 | -16.67% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 378,893 | 3,561 | 0.0% | 0.0% | 19 | -127,363 | -25.16% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 354,756 | 3,334 | 0.0% | 0.0% | 20 | -325,435 | -47.84% | Q4 2025 | Feb 17, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 351,521 | 3,304 | 0.1% | 0.09% | 21 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | Reduced | 334,187 | 3,141 | 0.0% | 0.0% | 22 | -42,540 | -11.29% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 312,943 | 2,941 | 0.0% | 0.01% | 23 | -339,237 | -52.02% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 295,818 | 2,780 | 0.0% | 0.0% | 24 | +82,119 | 38.43% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 263,044 | 2,472 | 0.0% | 0.0% | 25 | +41,478 | 18.72% | Q4 2025 | Feb 17, 2026 |
| ARK Investment Management LLC | History | Added to | 259,116 | 2,435 | 0.02% | 0.01% | 26 | +49,066 | 23.36% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 248,550 | 2,336 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 243,707 | 2,290 | 0.0% | 0.0% | 28 | +186,907 | 329.06% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 229,443 | 2,156 | 0.0% | — | 29 | +229,443 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 224,164 | 2,107 | 0.02% | 0.01% | 30 | +149,958 | 202.08% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 215,515 | 2,025 | 0.0% | 0.0% | 31 | +12,487 | 6.15% | Q4 2025 | Feb 17, 2026 |
| Archon Capital Management LLC | History | New | 208,276 | 1,957 | 1.11% | — | 32 | +208,276 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 201,819 | 1,897 | 0.0% | 0.01% | 33 | +9,459 | 4.92% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 200,973 | 1,889 | 0.0% | 0.0% | 34 | +90,559 | 82.02% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 198,184 | 1,862 | 0.0% | 0.0% | 35 | +81,909 | 70.44% | Q4 2025 | Feb 17, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Added to | 162,500 | 1,527 | 0.88% | 0.81% | 36 | +3,500 | 2.2% | Q4 2025 | Jan 12, 2026 |
| CM Management, LLC | History | No change | 160,000 | 1,504 | 1.27% | 1.12% | 37 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Senvest Management, LLC | History | No change | 149,441 | 1,404 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 145,300 | 1,365 | 0.0% | 0.0% | 39 | +89,000 | 158.08% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 136,932 | 1,287 | 0.0% | 0.0% | 40 | -83,336 | -37.83% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 132,986 | 1,250 | 0.11% | 0.07% | 41 | +26,761 | 25.19% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 133,055 | 1,250 | 0.0% | 0.0% | 42 | +3,181 | 2.45% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 130,964 | 1,231 | 0.0% | 0.0% | 43 | +49,364 | 60.5% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 130,269 | 1,224 | 0.0% | 0.0% | 44 | -218 | -0.17% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 111,871 | 1,051 | 0.0% | 0.0% | 45 | +13,570 | 13.8% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 99,351 | 933 | 0.0% | 0.0% | 46 | +20,107 | 25.37% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 94,395 | 887 | 0.02% | — | 47 | +94,395 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 93,978 | 883 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 91,721 | 862 | 0.0% | 0.0% | 49 | -13,819 | -13.09% | Q4 2025 | Mar 25, 2026 |
| Vident Advisory, LLC | History | Added to | 88,648 | 833 | 0.01% | 0.01% | 50 | +2,225 | 2.57% | Q4 2025 | Feb 18, 2026 |
| Phoenix Financial Ltd. | History | New | 84,181 | 791 | 0.01% | — | 51 | +84,181 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 80,101 | 752 | 0.0% | 0.0% | 52 | +78,443 | 4731.18% | Q4 2025 | Feb 11, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 79,253 | 744 | 0.05% | 0.05% | 53 | -15,691 | -16.53% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 76,792 | 721 | 0.0% | 0.0% | 54 | -10,030 | -11.55% | Q4 2025 | Feb 12, 2026 |
| PDT Partners, LLC | History | Reduced | 64,635 | 607 | 0.04% | 0.04% | 55 | -19,151 | -22.86% | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 64,314 | 604 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | New | 60,200 | 565 | 0.0% | — | 57 | +60,200 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 58,661 | 551 | 0.02% | — | 58 | +58,661 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 56,421 | 530 | 0.0% | 0.0% | 59 | -1,279 | -2.22% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 51,448 | 483 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| R Squared Ltd | History | Added to | 48,409 | 455 | 0.21% | 0.12% | 61 | +14,784 | 43.97% | Q4 2025 | Jan 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 46,043 | 432 | 0.0% | 0.0% | 62 | -5,079 | -9.94% | Q4 2025 | Feb 09, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 47,066 | 425 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Tidal Investments LLC | History | Reduced | 44,950 | 422 | 0.0% | 0.0% | 64 | -3,791 | -7.78% | Q4 2025 | Feb 13, 2026 |
| Magnetar Financial LLC | History | Reduced | 40,673 | 382 | 0.0% | 0.0% | 65 | -21,439 | -34.52% | Q4 2025 | Feb 17, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 45,000 | 378 | 0.16% | 0.16% | 66 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 39,334 | 369 | 0.0% | 0.0% | 67 | +1,912 | 5.11% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 37,859 | 355 | 0.0% | 0.0% | 68 | -127,393 | -77.09% | Q4 2025 | Jan 29, 2026 |
| Engineers Gate Manager LP | History | Reduced | 35,457 | 333 | 0.0% | 0.01% | 69 | -43,175 | -54.91% | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 34,870 | 327 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 29,837 | 280 | 0.0% | 0.0% | 71 | -535 | -1.76% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 29,138 | 274 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 28,510 | 267 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PharVision Advisers, LLC | History | Added to | 27,706 | 260 | 0.13% | 0.12% | 74 | +2,995 | 12.12% | Q4 2025 | Feb 17, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | New | 26,690 | 250 | 0.05% | — | 75 | +26,690 | New | Q4 2025 | Feb 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 26,201 | 237 | 0.01% | — | 76 | +26,201 | New | Q4 2025 | Jan 08, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 23,611 | 221 | 0.0% | 0.0% | 77 | +17 | 0.07% | Q4 2025 | Feb 17, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 21,587 | 202 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 188 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 18,928 | 177 | 0.0% | — | 81 | +18,928 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 18,920 | 177 | 0.01% | 0.01% | 80 | +12 | 0.06% | Q4 2025 | Jan 29, 2026 |
| Poehling Capital Management, INC. | History | No change | 18,398 | 172 | 0.04% | 0.03% | 82 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Brooklyn Investment Group | History | New | 16,782 | 156 | 0.01% | — | 83 | +16,782 | New | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,327 | 153 | 0.0% | 0.0% | 84 | +1,039 | 6.8% | Q4 2025 | Feb 11, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 15,033 | 141 | 0.03% | — | 85 | +15,033 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,780 | 138 | 0.0% | 0.0% | 86 | -3,169 | -17.66% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,106 | 123 | 0.0% | 0.0% | 87 | -292 | -2.18% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 12,036 | 113 | 0.0% | — | 88 | +12,036 | New | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | New | 11,976 | 112 | 0.0% | — | 89 | +11,976 | New | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 11,664 | 109 | 0.0% | 0.0% | 90 | -16,883 | -59.14% | Q4 2025 | Feb 19, 2026 |
| FourThought Financial Partners, LLC | History | New | 10,147 | 95 | 0.01% | — | 92 | +10,147 | New | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 10,184 | 95 | 0.0% | 0.0% | 91 | +94 | 0.93% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 7,308 | 68 | 0.0% | 0.0% | 93 | +2,277 | 45.26% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 6,233 | 58 | 0.0% | 0.0% | 94 | +216 | 3.59% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 4,747 | 45 | 0.02% | 0.03% | 96 | -1,553 | -24.65% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,835 | 45 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,760 | 44 | 0.0% | 0.0% | 97 | +283 | 6.32% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 4,610 | 43 | 0.0% | 0.04% | 98 | -39,077 | -89.45% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,472 | 42 | 0.0% | 0.0% | 99 | -1,210 | -21.3% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,993 | 37 | 0.0% | 0.0% | 100 | +87 | 2.23% | Q4 2025 | Jan 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,336 | 31 | 0.0% | 0.0% | 101 | -174 | -4.96% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,268 | 30 | 0.0% | 0.0% | 103 | +3,061 | 1478.74% | Q4 2025 | Mar 16, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,286 | 30 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,654 | 24 | 0.01% | 0.0% | 104 | +2,401 | 949.01% | Q4 2025 | Mar 03, 2026 |
| Quarry LP | History | Reduced | 1,868 | 17 | 0.0% | 0.01% | 105 | -2,049 | -52.31% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,566 | 14 | 0.0% | 0.0% | 106 | -1,475 | -48.5% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,299 | 12 | 0.0% | 0.0% | 107 | -3,966 | -75.33% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 123 | 8 | 0.0% | — | 108 | +123 | New | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 668 | 6 | 0.0% | — | 109 | +668 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 490 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | New | 338 | 3 | 0.0% | — | 112 | +338 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 408 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 231 | 2 | 0.0% | 0.0% | 115 | +100 | 76.34% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 245 | 2 | 0.0% | 0.0% | 114 | -58 | -19.14% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 230 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 314 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 134 | 1 | 0.0% | — | 117 | +134 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 155 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,343,872 | -100.0% | Q3 2025 | Nov 12, 2025 |
| G2 Investment Partners Management LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -162,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -97,682 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,688 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -33,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,854 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -666 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Oct 20, 2025 |
| McIlrath & Eck, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11 | 0 | — | — | — | +5 | 83.33% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |