ChargePoint Holdings, Inc. - CHPT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BANK | History | No change | 4,060,301 | 26,183 | 0.04% | 0.07% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,740,452 | 11,556 | 0.0% | 0.0% | 2 | -406,782 | -18.94% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,043,950 | 6,931 | 0.0% | 0.0% | 3 | +10,096 | 0.98% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 520,631 | 3,456 | 0.0% | 0.0% | 4 | +24,244 | 4.88% | Q4 2025 | Feb 12, 2026 |
| NOMURA HOLDINGS INC | History | No change | 420,262 | 2,790 | 0.0% | 0.01% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 362,839 | 2,409 | 0.0% | 0.0% | 6 | +72,826 | 25.11% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 340,479 | 2,260 | 0.0% | 0.0% | 7 | +165,152 | 94.2% | Q4 2025 | Feb 19, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 328,514 | 2,181 | 0.0% | 0.0% | 8 | -238,599 | -42.07% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 320,128 | 2,125 | 0.0% | 0.0% | 9 | -12,094 | -3.64% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | New | 275,199 | 1,827 | 0.0% | — | 10 | +275,199 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 249,222 | 1,655 | 0.0% | 0.0% | 11 | +37,292 | 17.6% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 227,898 | 1,513 | 0.0% | 0.0% | 12 | +167,380 | 276.58% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 191,438 | 1,271 | 0.0% | 0.0% | 13 | +6,889 | 3.73% | Q4 2025 | Feb 13, 2026 |
| Crawford Fund Management, LLC | History | Added to | 184,000 | 1,221 | 0.16% | 0.15% | 14 | +100,000 | 119.05% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 179,686 | 1,193 | 0.0% | 0.0% | 15 | +108,722 | 153.21% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 178,464 | 1,185 | 0.0% | 0.0% | 16 | +138,229 | 343.55% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 156,800 | 1,041 | 0.0% | 0.0% | 17 | -9,700 | -5.83% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 149,784 | 994 | 0.0% | — | 18 | +149,784 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 135,284 | 898 | 0.0% | 0.0% | 19 | +51,991 | 62.42% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 135,165 | 897 | 0.0% | 0.0% | 20 | +29,814 | 28.3% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | No change | 131,700 | 874 | 0.0% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 105,505 | 700 | 0.0% | 0.0% | 22 | -29,841 | -22.05% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 100,956 | 670 | 0.0% | 0.0% | 23 | -532 | -0.52% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 90,921 | 603 | 0.01% | 0.02% | 24 | -8,400 | -8.46% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 81,059 | 538 | 0.0% | — | 25 | +81,059 | New | Q4 2025 | Feb 12, 2026 |
| Sullivan Wood Capital Management LLC | History | Added to | 66,500 | 441 | 0.67% | 0.52% | 26 | +34,000 | 104.62% | Q4 2025 | Jan 20, 2026 |
| IMC-Chicago, LLC | History | New | 64,300 | 426 | 0.0% | — | 27 | +64,300 | New | Q4 2025 | Jan 29, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 63,200 | 419 | 0.0% | — | 28 | +63,200 | New | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 63,015 | 418 | 0.0% | 0.0% | 29 | +47,396 | 303.45% | Q4 2025 | Feb 17, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 36,116 | 394 | 0.27% | 0.27% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 55,626 | 369 | 0.0% | 0.0% | 31 | +649 | 1.18% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 55,017 | 365 | 0.01% | — | 33 | +55,017 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 54,975 | 365 | 0.0% | 0.0% | 32 | +13,658 | 33.06% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 45,443 | 301 | 0.0% | 0.0% | 34 | +1,755 | 4.02% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 43,900 | 291 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 34,362 | 228 | 0.0% | 0.0% | 36 | -9,172 | -21.07% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 31,710 | 210 | 0.0% | 0.0% | 37 | +10,672 | 50.73% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 26,668 | 177 | 0.0% | 0.0% | 38 | +14,871 | 126.06% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 25,000 | 166 | 0.0% | — | 39 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 20,844 | 138 | 0.0% | 0.0% | 40 | +1,441 | 7.43% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 19,081 | 126 | 0.0% | — | 41 | +19,081 | New | Q4 2025 | Feb 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 18,778 | 125 | 0.0% | — | 42 | +18,778 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 15,696 | 104 | 0.0% | — | 44 | +15,696 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 15,685 | 104 | 0.0% | — | 43 | +15,685 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 14,755 | 97 | 0.0% | — | 45 | +14,755 | New | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 10,885 | 72 | 0.0% | 0.0% | 47 | -61,263 | -84.91% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 10,899 | 72 | 0.0% | — | 48 | +10,899 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 10,868 | 72 | 0.0% | — | 46 | +10,868 | New | Q4 2025 | Mar 20, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 8,600 | 57 | 0.03% | 0.03% | 49 | +3,100 | 56.36% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,273 | 42 | 0.0% | — | 50 | +6,273 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,424 | 42 | 0.0% | 0.0% | 51 | +572 | 9.77% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,000 | 33 | 0.0% | 0.0% | 52 | +3,500 | 233.33% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,940 | 26 | 0.0% | 0.0% | 53 | -41,737 | -91.37% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,887 | 25 | 0.0% | 0.0% | 54 | +101 | 2.67% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,750 | 24 | 0.0% | 0.0% | 55 | -13 | -0.35% | Q4 2025 | Feb 12, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 3,000 | 19 | 0.04% | 0.05% | 56 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,789 | 18 | 0.0% | 0.0% | 57 | -7,229 | -72.16% | Q4 2025 | Feb 11, 2026 |
| Center for Financial Planning, Inc. | History | New | 2,000 | 13 | 0.0% | — | 58 | +2,000 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,833 | 12 | 0.0% | 0.0% | 59 | -10 | -0.54% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,378 | 9 | 0.0% | 0.0% | 60 | -227 | -14.14% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,271 | 8 | 0.0% | 0.0% | 62 | -403 | -24.07% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,289 | 8 | 0.0% | 0.0% | 61 | -137 | -9.61% | Q4 2025 | Mar 16, 2026 |
| FMR LLC | History | Added to | 1,014 | 6 | 0.0% | 0.0% | 63 | +449 | 79.47% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 813 | 5 | 0.0% | 0.0% | 64 | +15 | 1.88% | Q4 2025 | Feb 18, 2026 |
| Capital Analysts, LLC | History | No change | 585 | 4 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 750 | 4 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 582 | 3 | 0.0% | 0.0% | 69 | -51 | -8.06% | Q4 2025 | Jan 27, 2026 |
| Leonteq Securities AG | History | No change | 465 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 460 | 3 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 525 | 3 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 304 | 2 | 0.0% | 0.0% | 71 | -703 | -69.81% | Q4 2025 | Feb 17, 2026 |
| DV EQUITIES, LLC | History | New | 410 | 2 | 0.0% | — | 72 | +410 | New | Q4 2025 | Feb 17, 2026 |
| Navalign, LLC | History | New | 250 | 1 | 0.0% | — | 76 | +250 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 215 | 1 | 0.0% | — | 77 | +200 | 1333.33% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 143 | 1 | 0.0% | 0.0% | 73 | -123 | -46.24% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 184 | 1 | 0.0% | 0.0% | 75 | -15 | -7.54% | Q4 2025 | Feb 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| COATUE MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154,086 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GMT CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.05% | — | -101,290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -53,851 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nokomis Capital, L.L.C. | History | Closed out | 0 | 0 | — | 0.13% | — | -46,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,020 | -100.0% | Q3 2025 | Jan 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -30,054 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,943 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -15,620 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,708 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,355 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,233 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Reduced | 140 | 0 | — | 0.0% | — | -2,485 | -94.67% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,603 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -593 | -100.0% | Q3 2025 | Oct 27, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 56 | 0 | — | 0.0% | — | -512 | -90.14% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farther Finance Advisors, LLC | History | Reduced | 114 | 0 | — | 0.0% | — | -258 | -69.35% | Q4 2025 | Jan 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 20 | 0 | — | 0.0% | — | -170 | -89.47% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9 | 0 | — | 0.0% | — | -168 | -94.92% | Q4 2025 | Feb 11, 2026 |
| NCP Inc. | History | New | 137 | 0 | — | — | — | +137 | New | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allworth Financial LP | History | New | 67 | 0 | — | — | — | +67 | New | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q3 2025 | Nov 06, 2025 |
| US BANCORP \DE\ | History | Reduced | 62 | 0 | — | 0.0% | — | -50 | -44.64% | Q4 2025 | Jan 30, 2026 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Optiver Holding B.V. | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westside Investment Management, Inc. | History | Reduced | 43 | 0 | — | — | — | -35 | -44.87% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MAI Capital Management | History | Added to | 44 | 0 | — | — | — | +30 | 214.29% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | Reduced | 8 | 0 | — | — | — | -30 | -78.95% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 75 | 0 | — | — | — | +25 | 50.0% | Q4 2025 | Feb 02, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CoreCap Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -20 | -80.0% | Q4 2025 | Jan 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Newbridge Financial Services Group, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 21, 2026 |
| Wilkerson Advisory Group LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 13, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nvest Wealth Strategies, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Parallel Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +11 | 1100.0% | Q4 2025 | Feb 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Mar 04, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 9 | 0 | — | — | — | -9 | -50.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Added to | 9 | 0 | — | — | — | +6 | 200.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q4 2025 | Jan 16, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tidemark, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 44 | 0 | — | — | — | +1 | 2.33% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 27 | 0 | — | — | — | -1 | -3.57% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HM PAYSON & CO | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Estabrook Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| DT Investment Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Eukles Asset Management | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hurley Capital, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| McIlrath & Eck, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | No change | 50 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HighMark Wealth Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Addison Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global Wealth Strategies & Associates | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Strategic Advocates LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |