ClearPoint Neuro, Inc. - CLPT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | Added to | 2,043,633 | 27,956 | 0.0% | 0.0% | 1 | +181,887 | 9.77% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,766,677 | 24,168 | 0.0% | 0.0% | 2 | +269,040 | 17.96% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 654,345 | 8,953 | 0.0% | 0.0% | 3 | -2,052 | -0.31% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 628,061 | 8,591 | 0.0% | 0.0% | 4 | +145,411 | 30.13% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 515,375 | 7,050 | 0.0% | 0.0% | 5 | +327,574 | 174.43% | Q4 2025 | Feb 17, 2026 |
| STEMPOINT CAPITAL LP | History | Added to | 481,858 | 6,591 | 1.13% | 0.07% | 6 | +465,207 | 2793.87% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 373,956 | 5,115 | 0.0% | 0.0% | 7 | +126,356 | 51.03% | Q4 2025 | Feb 17, 2026 |
| FirstWave Capital Management LLC | History | New | 363,409 | 4,971 | 2.95% | — | 8 | +363,409 | New | Q4 2025 | Feb 13, 2026 |
| Lane Generational LLC | History | Added to | 340,607 | 4,659 | 4.22% | 5.64% | 9 | +28,722 | 9.21% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 339,810 | 4,648 | 0.0% | 0.0% | 10 | -20,895 | -5.79% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | No change | 330,727 | 4,524 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 290,344 | 3,971 | 0.0% | 0.0% | 12 | +185,237 | 176.24% | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 235,364 | 3,219 | 0.0% | 0.0% | 13 | -34,828 | -12.89% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 228,133 | 3,120 | 0.0% | 0.0% | 14 | -4,154 | -1.79% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 219,221 | 2,998 | 0.0% | 0.01% | 15 | -91,305 | -29.4% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 217,274 | 2,972 | 0.0% | — | 16 | +217,274 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 193,368 | 2,645 | 0.0% | 0.0% | 17 | -12,468 | -6.06% | Q4 2025 | Feb 17, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | New | 180,525 | 2,469 | 0.23% | — | 18 | +180,525 | New | Q4 2025 | Feb 06, 2026 |
| Massar Capital Management, LP | History | Added to | 176,228 | 2,410 | 0.26% | 0.18% | 19 | +112,228 | 175.36% | Q4 2025 | Feb 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 147,186 | 2,013 | 0.11% | 0.18% | 20 | +4,450 | 3.12% | Q4 2025 | Jan 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 139,500 | 1,908 | 0.0% | 0.0% | 21 | +60,372 | 76.3% | Q4 2025 | Feb 12, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 132,418 | 1,811 | 0.92% | 1.45% | 22 | -1,606 | -1.2% | Q4 2025 | Jan 26, 2026 |
| CONWAY CAPITAL MANAGEMENT, INC. | History | Reduced | 126,725 | 1,733 | 0.74% | 1.34% | 23 | -19,700 | -13.45% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 120,000 | 1,641 | 0.0% | — | 24 | +120,000 | New | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 117,100 | 1,601 | 0.0% | 0.0% | 25 | +66,600 | 131.88% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 112,646 | 1,540 | 0.0% | 0.0% | 26 | -122,635 | -52.12% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 111,824 | 1,529 | 0.0% | 0.0% | 27 | -71,138 | -38.88% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 105,033 | 1,436 | 0.0% | 0.0% | 28 | +219 | 0.21% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 103,006 | 1,409 | 0.0% | 0.0% | 29 | -1,144 | -1.1% | Q4 2025 | Feb 10, 2026 |
| CM Management, LLC | History | No change | 80,000 | 1,094 | 0.92% | 1.45% | 30 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 78,909 | 1,079 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 74,023 | 1,012 | 0.0% | 0.0% | 32 | -51,577 | -41.06% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 72,300 | 989 | 0.0% | 0.01% | 33 | -60,100 | -45.39% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 65,557 | 896 | 0.0% | 0.0% | 34 | +1,109 | 1.72% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | No change | 62,019 | 848 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 57,207 | 782 | 0.0% | 0.0% | 36 | +9,857 | 20.82% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 51,992 | 711 | 0.01% | 0.03% | 37 | -15,000 | -22.39% | Q4 2025 | Feb 17, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 50,000 | 684 | 0.08% | 0.11% | 38 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 48,085 | 657 | 0.0% | 0.0% | 39 | +4,958 | 11.5% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 47,313 | 647 | 0.0% | 0.0% | 40 | +9,053 | 23.66% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 35,700 | 488 | 0.0% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 31,444 | 430 | 0.0% | 0.0% | 42 | -4,302 | -12.03% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | New | 31,000 | 424 | 0.0% | — | 43 | +31,000 | New | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | New | 30,947 | 423 | 0.0% | — | 44 | +30,947 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,856 | 408 | 0.0% | 0.0% | 45 | +13,620 | 83.89% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 29,289 | 399 | 0.02% | — | 46 | +29,289 | New | Q4 2025 | Feb 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 28,670 | 392 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 26,791 | 367 | 0.0% | 0.0% | 48 | +1,204 | 4.71% | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 24,132 | 330 | 0.03% | 0.05% | 49 | -1,507 | -5.88% | Q4 2025 | Feb 06, 2026 |
| XTX Topco Ltd | History | New | 21,955 | 300 | 0.01% | — | 50 | +21,955 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 19,843 | 271 | 0.0% | 0.0% | 51 | -1,972 | -9.04% | Q4 2025 | Feb 19, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,707 | 269 | 0.0% | 0.0% | 52 | -13,618 | -40.86% | Q4 2025 | Mar 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 19,505 | 266 | 0.01% | 0.01% | 53 | +479 | 2.52% | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 18,733 | 256 | 0.0% | 0.0% | 54 | -15 | -0.08% | Q4 2025 | Feb 18, 2026 |
| ExodusPoint Capital Management, LP | History | New | 18,450 | 252 | 0.0% | — | 55 | +18,450 | New | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | New | 17,525 | 239 | 0.05% | — | 56 | +17,525 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | New | 17,198 | 235 | 0.0% | — | 57 | +17,198 | New | Q4 2025 | Feb 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,800 | 216 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 15,260 | 208 | 0.0% | 0.0% | 59 | +4,002 | 35.55% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 14,980 | 204 | 0.0% | — | 60 | +14,980 | New | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,931 | 190 | 0.0% | 0.0% | 61 | -29,027 | -67.57% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | New | 12,752 | 174 | 0.0% | — | 62 | +12,752 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 12,220 | 167 | 0.0% | — | 63 | +12,220 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 12,206 | 166 | 0.0% | 0.0% | 64 | -7 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,063 | 165 | 0.0% | 0.0% | 65 | -2,617 | -17.83% | Q4 2025 | Feb 17, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 11,729 | 160 | 0.13% | 0.21% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 10,520 | 143 | 0.0% | 0.0% | 67 | -17,950 | -63.05% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 10,406 | 142 | 0.0% | — | 68 | +10,406 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,400 | 114 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 8,054 | 110 | 0.0% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Added to | 7,919 | 108 | 0.0% | 0.0% | 71 | +310 | 4.07% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,140 | 97 | 0.0% | 0.0% | 72 | -556 | -7.22% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 6,663 | 91 | 0.01% | 0.01% | 73 | +2,205 | 49.46% | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 6,188 | 84 | 0.0% | 0.0% | 74 | +113 | 1.86% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,738 | 78 | 0.0% | 0.0% | 75 | -104,763 | -94.81% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,000 | 54 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,196 | 43 | 0.0% | 0.0% | 77 | +686 | 27.33% | Q4 2025 | Feb 17, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Reduced | 3,000 | 41 | 0.06% | 0.22% | 78 | -4,300 | -58.9% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 2,784 | 38 | 0.0% | 0.0% | 79 | -118 | -4.07% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,373 | 32 | 0.0% | — | 80 | +2,373 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,380 | 32 | 0.0% | 0.0% | 81 | +22 | 0.93% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,225 | 30 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 27 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 1,691 | 23 | 0.0% | 0.0% | 84 | +927 | 121.34% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,620 | 22 | 0.0% | 0.0% | 85 | -6 | -0.37% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 1,574 | 21 | 0.0% | — | 86 | +1,574 | New | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,500 | 20 | 0.0% | 0.0% | 87 | +170 | 12.78% | Q4 2025 | Mar 16, 2026 |
| Dunhill Financial, LLC | History | No change | 1,500 | 20 | 0.0% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 1,405 | 19 | 0.0% | 0.0% | 89 | +177 | 14.41% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 827 | 11 | 0.0% | 0.0% | 90 | -63 | -7.08% | Q4 2025 | Feb 05, 2026 |
| City State Bank | History | No change | 850 | 11 | 0.0% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tidemark, LLC | History | No change | 832 | 11 | 0.0% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 768 | 10 | 0.0% | 0.0% | 93 | -524 | -40.56% | Q4 2025 | Jan 27, 2026 |
| BESSEMER GROUP INC | History | New | 452 | 6 | 0.0% | — | 94 | +452 | New | Q4 2025 | Feb 05, 2026 |
| Osbon Capital Management LLC | History | New | 402 | 5 | 0.0% | — | 96 | +402 | New | Q4 2025 | Mar 16, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 384 | 5 | 0.0% | 0.0% | 95 | -90 | -18.99% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 400 | 5 | 0.0% | 0.0% | 97 | -25 | -5.88% | Q4 2025 | Feb 12, 2026 |
| Hurley Capital, LLC | History | New | 330 | 4 | 0.0% | — | 98 | +330 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 323 | 4 | 0.0% | 0.0% | 99 | -74 | -18.64% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Added to | 233 | 3 | 0.0% | 0.0% | 100 | +162 | 228.17% | Q4 2025 | Jan 05, 2026 |
| Atlantic Union Bankshares Corp | History | New | 200 | 2 | 0.0% | — | 101 | +200 | New | Q4 2025 | Feb 04, 2026 |
| Quarry LP | History | New | 162 | 2 | 0.0% | — | 103 | +162 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 177 | 2 | 0.0% | 0.0% | 102 | +113 | 176.56% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 169 | 2 | 0.0% | 0.0% | 104 | -70 | -29.29% | Q4 2025 | Jan 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 76 | 1 | 0.0% | — | 108 | +76 | New | Q4 2025 | Mar 03, 2026 |
| Avion Wealth | History | No change | 92 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 140 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bell Investment Advisors, Inc | History | No change | 104 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| BOONE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.03% | — | -283,912 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -232,458 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -211,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -121,106 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -67,119 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,616 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,571 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,433 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -14,069 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,226 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,975 | -100.0% | Q3 2025 | Nov 20, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,079 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Allworth Financial LP | History | New | 65 | 0 | — | — | — | +65 | New | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 04, 2026 |
| Torren Management, LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Jan 30, 2026 |
| ORG Partners LLC | History | Added to | 70 | 0 | — | 0.0% | — | +15 | 27.27% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 72 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 48 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 50 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |