CHEGG, INC - CHGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 5,595,170 | 5,203 | 0.0% | 0.0% | 1 | +194,803 | 3.61% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 4,844,804 | 4,505 | 0.0% | 0.0% | 2 | +907,080 | 23.04% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 4,422,232 | 4,109 | 0.01% | 0.01% | 3 | +117,806 | 2.74% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 3,335,980 | 3,102 | 0.0% | 0.01% | 4 | +279,890 | 9.16% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 2,764,252 | 2,570 | 0.0% | 0.0% | 5 | -1,159,727 | -29.55% | Q4 2025 | Feb 13, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 2,236,766 | 2,080 | 0.09% | 0.24% | 6 | -40,000 | -1.76% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,866,773 | 1,736 | 0.0% | 0.0% | 7 | +47,498 | 2.61% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,403,005 | 1,304 | 0.0% | 0.0% | 8 | -569,215 | -28.86% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,399,450 | 1,301 | 0.0% | 0.01% | 9 | -216,899 | -13.42% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,374,364 | 1,278 | 0.0% | 0.0% | 10 | -399,904 | -22.54% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 1,330,900 | 1,237 | 0.0% | 0.0% | 11 | -259,000 | -16.29% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 1,200,962 | 1,116 | 0.0% | — | 12 | +1,200,962 | New | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,186,294 | 1,090 | 0.0% | 0.0% | 13 | +151,299 | 14.62% | Q4 2025 | Feb 18, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,147,834 | 1,067 | 0.0% | 0.0% | 14 | +38,274 | 3.45% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 1,041,100 | 968 | 0.0% | 0.0% | 15 | +179,176 | 20.79% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 942,596 | 876 | 0.0% | 0.0% | 16 | +234,078 | 33.04% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 896,500 | 833 | 0.0% | 0.0% | 17 | -439,500 | -32.9% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 883,102 | 821 | 0.0% | 0.0% | 18 | -289,888 | -24.71% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 822,514 | 764 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 810,663 | 753 | 0.0% | 0.0% | 20 | +301,546 | 59.23% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 770,994 | 717 | 0.0% | 0.0% | 21 | +85,394 | 12.46% | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | Added to | 731,524 | 680 | 0.0% | 0.0% | 22 | +410,999 | 128.23% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 697,504 | 648 | 0.01% | 0.02% | 23 | +76,495 | 12.32% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 596,209 | 554 | 0.0% | 0.0% | 24 | -1,214 | -0.2% | Q4 2025 | Mar 25, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 541,832 | 503 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | No change | 518,485 | 482 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 489,622 | 455 | 0.0% | 0.0% | 27 | -1,286,859 | -72.44% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 453,140 | 421 | 0.0% | 0.0% | 28 | +75,780 | 20.08% | Q4 2025 | Feb 19, 2026 |
| METEORA CAPITAL, LLC | History | Added to | 443,800 | 412 | 0.03% | 0.05% | 29 | +100,000 | 29.09% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 421,155 | 392 | 0.03% | — | 30 | +421,155 | New | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 293,104 | 272 | 0.0% | 0.0% | 31 | -267,839 | -47.75% | Q4 2025 | Jan 29, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 260,000 | 241 | 0.45% | 0.66% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 228,977 | 212 | 0.0% | 0.0% | 33 | -2,166,255 | -90.44% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 227,441 | 211 | 0.0% | 0.0% | 34 | -18,955 | -7.69% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 219,445 | 204 | 0.0% | 0.0% | 35 | -8,500 | -3.73% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 216,050 | 200 | 0.0% | 0.0% | 36 | +45,000 | 26.31% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 208,863 | 194 | 0.0% | 0.0% | 37 | +84,134 | 67.45% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 188,480 | 175 | 0.0% | 0.01% | 38 | -20,800 | -9.94% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 187,643 | 174 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | New | 173,417 | 161 | 0.01% | — | 40 | +173,417 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 173,762 | 161 | 0.0% | 0.0% | 41 | -13,138 | -7.03% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Reduced | 142,087 | 132 | 0.0% | 0.0% | 42 | -430 | -0.3% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 112,367 | 104 | 0.0% | — | 43 | +112,367 | New | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 109,461 | 101 | 0.0% | 0.0% | 44 | -602,599 | -84.63% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 106,621 | 99 | 0.0% | 0.0% | 45 | -112,637 | -51.37% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 87,719 | 81 | 0.0% | 0.0% | 46 | -550 | -0.62% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 77,908 | 72 | 0.0% | 0.0% | 47 | +2,804 | 3.73% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 67,956 | 63 | 0.0% | 0.0% | 48 | +635 | 0.94% | Q4 2025 | Mar 20, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 65,395 | 60 | 0.0% | 0.0% | 49 | +22,880 | 53.82% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 63,562 | 59 | 0.0% | 0.0% | 50 | -304 | -0.48% | Q4 2025 | Jan 30, 2026 |
| Virtu Financial LLC | History | New | 53,072 | 49 | 0.0% | — | 51 | +53,072 | New | Q4 2025 | Feb 23, 2026 |
| Walleye Trading LLC | History | New | 52,200 | 48 | 0.0% | — | 52 | +52,200 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 51,866 | 48 | 0.0% | 0.0% | 53 | +3,456 | 7.14% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 44,341 | 41 | 0.0% | — | 54 | +44,341 | New | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,071 | 40 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 41,000 | 38 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 38,536 | 35 | 0.0% | 0.0% | 57 | +3,001 | 8.45% | Q4 2025 | Feb 17, 2026 |
| Burford Brothers, Inc. | History | Added to | 37,087 | 34 | 0.01% | 0.02% | 58 | +11,289 | 43.76% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | Reduced | 35,208 | 32 | 0.0% | 0.01% | 59 | -148,708 | -80.86% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 34,375 | 31 | 0.0% | 0.0% | 60 | -6,100 | -15.07% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Reduced | 30,000 | 27 | 0.0% | 0.0% | 61 | -170,000 | -85.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,330 | 22 | 0.0% | 0.0% | 62 | -738 | -2.94% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 20,000 | 18 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 17,992 | 16 | 0.0% | — | 64 | +17,992 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,156 | 15 | 0.0% | 0.0% | 67 | -3,806 | -19.07% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 16,791 | 15 | 0.0% | 0.0% | 66 | -192 | -1.13% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 16,657 | 15 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | New | 15,000 | 13 | 0.0% | — | 69 | +15,000 | New | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,964 | 13 | 0.0% | 0.0% | 68 | -7,465 | -33.28% | Q4 2025 | Feb 12, 2026 |
| Abel Hall, LLC | History | No change | 14,794 | 13 | 0.0% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evercore Wealth Management, LLC | History | No change | 13,688 | 12 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,632 | 11 | 0.0% | 0.0% | 72 | -42,568 | -78.54% | Q4 2025 | Jan 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,000 | 9 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 9,655 | 8 | 0.0% | — | 74 | +9,655 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,910 | 8 | 0.0% | 0.0% | 75 | +2,000 | 28.94% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,063 | 5 | 0.0% | 0.0% | 76 | -202 | -3.22% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 5,751 | 5 | 0.0% | 0.0% | 77 | -134 | -2.28% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,471 | 3 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | New | 3,061 | 2 | 0.0% | — | 79 | +3,061 | New | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,315 | 2 | 0.0% | 0.0% | 81 | -1,757 | -43.15% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,000 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Optiver Holding B.V. | History | New | 2,006 | 1 | 0.0% | — | 84 | +2,006 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 543 | 1 | 0.0% | 0.0% | 83 | -1,438 | -72.59% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,323 | 1 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -521,009 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -457,465 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -444,240 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182,990 | -100.0% | Q3 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -177,848 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -177,309 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -145,233 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -85,056 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -54,070 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,517 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,964 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kapitalo Investimentos Ltda | History | Closed out | 0 | 0 | — | 0.01% | — | -36,348 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 648 | 0 | — | 0.0% | — | -33,412 | -98.1% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21,149 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,807 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,308 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,634 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,442 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,346 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -683 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -373 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -285 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Advisors Asset Management, Inc. | History | Reduced | 627 | 0 | — | 0.0% | — | -239 | -27.6% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 200 | 0 | — | — | — | +200 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 52 | 0 | — | — | — | -151 | -74.38% | Q4 2025 | Jan 30, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | — | — | -150 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ROYAL BANK OF CANADA | History | New | 144 | 0 | — | — | — | +144 | New | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 12 | 0 | — | — | — | -78 | -86.67% | Q4 2025 | Mar 03, 2026 |
| Atlantic Union Bankshares Corp | History | New | 68 | 0 | — | — | — | +68 | New | Q4 2025 | Feb 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 82 | 0 | — | — | — | -62 | -43.06% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 600 | 0 | — | — | — | -60 | -9.09% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 75 | 0 | — | — | — | +5 | 7.14% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | No change | 524 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ADIRONDACK TRUST CO | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 110 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Leonteq Securities AG | History | No change | 1,003 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pacific Center for Financial Services | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 114 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 445 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Perspectives, Inc | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Westfuller Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |