CMB.TECH NV - CMBT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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 Reduced 4,216,371 40,000 0.0% 0.0% 1 -26,299 -0.62% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 2,849,002 27,492 0.0% 0.0% 2 +496,086 21.08% Q4 2025 Mar 25, 2026
FOLKETRYGDFONDET History Reduced 2,829,165 27,301 0.64% 1.21% 3 -2,671,519 -48.57% Q4 2025 Feb 12, 2026
Encompass Capital Advisors LLC History Added to 2,499,307 24,118 0.98% 0.5% 4 +996,300 66.29% Q4 2025 Feb 17, 2026
NORGES BANK History New 2,282,809 21,955 0.0% 5 +2,282,809 New Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,697,386 16,379 0.0% 0.0% 6 +250,659 17.33% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History New 1,636,435 15,791 0.01% 7 +1,636,435 New Q4 2025 Feb 17, 2026
Sagil Capital LLP History Added to 1,397,397 13,484 3.07% 1.55% 8 +798,827 133.46% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 1,295,012 12,496 0.0% 0.0% 9 +924,493 249.51% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 1,248,155 12,044 0.0% 0.0% 10 +662,139 112.99% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 1,086,122 10,481 0.0% 11 +1,086,122 New Q4 2025 Feb 17, 2026
FEARNLEY ASSET MANAGEMENT AS History New 1,065,737 10,284 4.72% 12 +1,065,737 New Q4 2025 Mar 03, 2026
MORGAN STANLEY History Added to 1,040,573 10,041 0.0% 0.0% 13 +778,145 296.52% Q4 2025 Feb 13, 2026
Oceanic Investment Management LTD History New 998,052 9,631 10.08% 14 +998,052 New Q4 2025 Feb 13, 2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC History Added to 437,222 4,219 3.88% 3.07% 15 +116,500 36.32% Q4 2025 Jan 21, 2026
MARSHALL WACE, LLP History Reduced 435,784 4,205 0.0% 0.02% 16 -1,420,217 -76.52% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 407,790 3,884 0.0% 0.0% 17 -74,789 -15.5% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 398,293 3,843 0.0% 0.0% 18 +96,214 31.85% Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History Added to 395,117 3,812 0.01% 0.01% 19 +89,734 29.38% Q4 2025 Feb 12, 2026
Allianz Asset Management GmbH History New 398,262 3,793 0.0% 20 +398,262 New Q4 2025 Feb 11, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 363,465 3,507 0.01% 21 +363,465 New Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 362,500 3,501 0.05% 0.02% 22 +181,711 100.51% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 362,500 3,498 0.01% 0.01% 23 -94,700 -20.71% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 361,569 3,489 0.0% 0.0% 24 +45,593 14.43% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Reduced 356,722 3,442 0.0% 0.0% 25 -159,377 -30.88% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 355,485 3,430 0.0% 0.0% 26 +190,137 114.99% Q4 2025 Jan 29, 2026
Quantbot Technologies LP History Added to 258,563 2,495 0.08% 0.01% 27 +205,906 391.03% Q4 2025 Feb 10, 2026
Swiss National Bank History Added to 248,913 2,367 0.0% 0.0% 28 +4,126 1.69% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 244,184 2,356 0.0% 0.0% 29 +208,472 583.76% Q4 2025 Feb 11, 2026
Marnell Management LLC History New 235,453 2,272 1.1% 30 +235,453 New Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 224,289 2,141 0.0% 0.0% 31 +101,431 82.56% Q4 2025 Feb 09, 2026
Jump Financial, LLC History Reduced 204,893 1,977 0.02% 0.05% 32 -229,167 -52.8% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Reduced 198,905 1,925 0.01% 0.03% 33 -498,406 -71.48% Q4 2025 Feb 09, 2026
BANK OF AMERICA CORP /DE/ History Reduced 171,134 1,651 0.0% 0.0% 34 -577,676 -77.15% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 168,837 1,629 0.0% 0.0% 35 -164,238 -49.31% Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 134,792 1,302 0.1% 0.06% 36 +55,901 70.86% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 133,723 1,290 0.03% 0.02% 37 +95,737 252.03% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 124,917 1,205 0.0% 0.0% 38 +91,622 275.18% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 117,510 1,134 0.0% 0.01% 39 -40,617 -25.69% Q4 2025 Jan 09, 2026
Point72 Asset Management, L.P. History New 101,943 983 0.0% 40 +101,943 New Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History New 96,786 933 0.0% 41 +96,786 New Q4 2025 Jan 29, 2026
Nuveen, LLC History Reduced 91,122 867 0.0% 0.0% 42 -79,546 -46.61% Q4 2025 Feb 12, 2026
Schonfeld Strategic Advisors LLC History Added to 72,458 699 0.0% 0.0% 43 +60,481 504.98% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 68,178 657 0.0% 0.0% 44 +1,726 2.6% Q4 2025 Feb 12, 2026
Headlands Technologies LLC History Added to 67,058 647 0.05% 0.05% 45 +1,957 3.01% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History New 64,194 619 0.03% 46 +64,194 New Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History New 65,026 615 0.0% 47 +65,026 New Q4 2025 Feb 03, 2026
Mariner, LLC History Added to 63,372 611 0.0% 0.0% 48 +2,439 4.0% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Reduced 56,795 548 0.0% 0.0% 49 -9,189 -13.93% Q4 2025 Feb 17, 2026
CSS LLC/IL History Reduced 56,540 545 0.02% 0.03% 50 -10,500 -15.66% Q4 2025 Feb 17, 2026
Persistent Asset Partners Ltd History New 55,000 530 0.24% 51 +55,000 New Q4 2025 Feb 17, 2026
Counterpoint Mutual Funds LLC History New 52,764 509 0.04% 52 +52,764 New Q4 2025 Feb 12, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 51,269 494 0.02% 0.02% 53 0 0.0% Q4 2025 Feb 17, 2026
Summit Financial, LLC History New 50,000 482 0.01% 55 +50,000 New Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History New 49,954 482 0.01% 54 +49,954 New Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 49,869 481 0.0% 0.0% 56 -386 -0.77% Q4 2025 Feb 13, 2026
WIT Partners Advisory Pte. Ltd. History No change 51,735 474 0.16% 0.15% 57 0 0.0% Q4 2025 Jan 28, 2026
Vident Advisory, LLC History Reduced 43,710 421 0.0% 0.01% 58 -20,902 -32.35% Q4 2025 Feb 18, 2026
JPMORGAN CHASE & CO History Reduced 41,170 397 0.0% 0.0% 59 -2,279 -5.25% Q4 2025 Feb 11, 2026
Sigma Planning Corp History Added to 40,257 388 0.01% 0.0% 60 +21,919 119.53% Q4 2025 Jan 30, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 36,850 355 0.02% 0.02% 61 -4,600 -11.1% Q4 2025 Feb 02, 2026
FMR LLC History Reduced 35,758 340 0.0% 0.0% 62 -627 -1.72% Q4 2025 Feb 17, 2026
Lester Murray Antman dba SimplyRich History No change 34,206 330 0.09% 0.09% 63 0 0.0% Q4 2025 Jan 23, 2026
Walleye Capital LLC History New 33,600 324 0.0% 64 +33,600 New Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 33,391 322 0.0% 0.0% 65 0 0.0% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 32,827 312 0.0% 0.0% 66 +9,803 42.58% Q4 2025 Jan 27, 2026
Rossby Financial, LCC History Added to 31,890 307 0.09% 0.0% 67 +31,600 10896.55% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 25,817 249 0.0% 0.0% 68 -10,709 -29.32% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 25,343 244 0.0% 0.0% 69 +2,181 9.42% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 23,922 230 0.0% 0.0% 70 +22 0.09% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 22,774 216 0.0% 0.0% 71 +5,688 33.29% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 22,206 211 0.0% 0.0% 72 +17,553 377.24% Q4 2025 Feb 17, 2026
BFSG, LLC History No change 19,000 183 0.02% 0.02% 73 0 0.0% Q4 2025 Jan 22, 2026
Orion Porfolio Solutions, LLC History New 18,546 178 0.0% 74 +18,546 New Q4 2025 Feb 12, 2026
Creative Planning History Added to 18,064 174 0.0% 0.0% 75 +1,749 10.72% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 17,968 173 0.0% 0.0% 76 -437 -2.37% Q4 2025 Feb 11, 2026
NWF Advisory Services Inc. History Reduced 15,764 152 0.02% 0.02% 77 -3,154 -16.67% Q4 2025 Mar 03, 2026
HARVEY CAPITAL MANAGEMENT INC History New 15,000 144 0.03% 78 +15,000 New Q4 2025 Feb 17, 2026
Militia Capital Partners, LP History New 15,000 144 0.05% 79 +15,000 New Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 14,857 143 0.0% 0.0% 80 +489 3.4% Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 14,057 135 0.0% 0.0% 81 -1,803 -11.37% Q4 2025 Feb 03, 2026
HUB Investment Partners, LLC History No change 12,500 120 0.0% 0.0% 82 0 0.0% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 12,132 117 0.0% 0.0% 83 -51,383 -80.9% Q4 2025 Feb 17, 2026
Walleye Trading LLC History New 12,194 117 0.0% 84 +12,194 New Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 11,442 110 0.0% 0.0% 85 -2,827 -19.81% Q4 2025 Feb 17, 2026
COMMERCE BANK History No change 11,157 107 0.0% 0.0% 86 0 0.0% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History New 10,316 99 0.0% 87 +10,316 New Q4 2025 Feb 12, 2026
Sage Investment Counsel LLC History New 10,000 96 0.11% 89 +10,000 New Q4 2025 Jan 23, 2026
J.W. COLE ADVISORS, INC. History Reduced 10,240 96 0.0% 0.0% 88 -2,745 -21.14% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History New 6,977 67 0.0% 90 +6,977 New Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History New 6,044 58 0.01% 91 +6,044 New Q4 2025 Mar 03, 2026
Sunbelt Securities, Inc. History Added to 5,998 57 0.0% 0.0% 92 +23 0.38% Q4 2025 Feb 20, 2026
WELLS FARGO & COMPANY/MN History Reduced 5,933 56 0.0% 0.0% 93 -1,804 -23.32% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 5,348 51 0.0% 0.0% 94 -753 -12.34% Q4 2025 Feb 12, 2026
Optiver Holding B.V. History New 5,076 48 0.0% 95 +5,076 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 4,878 47 0.0% 0.0% 96 +56 1.16% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History No change 4,866 46 0.0% 0.0% 97 0 0.0% Q4 2025 Jan 20, 2026
MAI Capital Management History Added to 3,785 36 0.0% 0.0% 98 +2,850 304.81% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 3,481 33 0.0% 0.0% 99 0 0.0% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Reduced 3,147 30 0.0% 0.0% 100 -9,098 -74.3% Q4 2025 Jan 16, 2026
MCGUIRE CAPITAL ADVISORS INC History New 2,700 26 0.02% 101 +2,700 New Q4 2025 Feb 19, 2026
Larson Financial Group LLC History Added to 2,111 20 0.0% 0.0% 102 +383 22.16% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 2,070 19 0.0% 0.0% 103 -244 -10.54% Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History No change 1,710 16 0.0% 0.0% 104 0 0.0% Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Reduced 1,632 15 0.0% 0.0% 105 -1,063 -39.44% Q4 2025 Feb 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,425 13 0.0% 0.0% 106 0 0.0% Q4 2025 Jan 23, 2026
WealthCollab, LLC History Added to 1,227 11 0.0% 0.0% 108 +204 19.94% Q4 2025 Jan 27, 2026
Sound Income Strategies, LLC History No change 997 11 0.0% 0.0% 107 0 0.0% Q4 2025 Jan 21, 2026
GAMMA Investing LLC History Reduced 1,041 10 0.0% 0.0% 110 -83 -7.38% Q4 2025 Jan 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,045 10 0.0% 0.0% 109 0 0.0% Q4 2025 Jan 08, 2026
Allworth Financial LP History New 1,018 9 0.0% 111 +1,018 New Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 757 7 0.0% 0.0% 112 +230 43.64% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 645 6 0.0% 0.0% 113 -24,148 -97.4% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 623 6 0.0% 0.0% 115 -1,425 -69.58% Q4 2025 Jan 15, 2026
Lodestone Wealth Management LLC History New 643 6 0.0% 116 +643 New Q4 2025 Jan 15, 2026
Farther Finance Advisors, LLC History Added to 637 6 0.0% 0.0% 117 +109 20.64% Q4 2025 Jan 23, 2026
NATIONAL BANK OF CANADA /FI/ History No change 707 6 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 17, 2026
Leonteq Securities AG History New 422 4 0.0% 118 +422 New Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 412 3 0.0% 0.0% 119 -611 -59.73% Q4 2025 Feb 06, 2026
Torren Management, LLC History New 399 3 0.0% 120 +399 New Q4 2025 Jan 30, 2026
Luminist Capital LLC History New 300 2 0.0% 122 +300 New Q4 2025 Feb 13, 2026
Sankala Group LLC History New 148 2 0.0% 125 +148 New Q4 2025 Mar 02, 2026
Global Retirement Partners, LLC History Reduced 213 2 0.0% 0.0% 121 -7 -3.18% Q4 2025 Feb 06, 2026
Bell Investment Advisors, Inc History No change 293 2 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 24, 2026
Fourth Dimension Wealth, LLC History No change 285 2 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 184 1 0.0% 0.0% 128 -79,683 -99.77% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 175 1 0.0% 0.0% 127 -1,025 -85.42% Q4 2025 Feb 10, 2026
CWM, LLC History Reduced 131 1 0.0% 0.0% 130 -182 -58.15% Q4 2025 Jan 26, 2026
Atlantic Union Bankshares Corp History No change 190 1 0.0% 0.0% 126 0 0.0% Q4 2025 Feb 04, 2026
Johnson Financial Group, Inc. History No change 129 1 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History No change 167 1 0.0% 0.0% 131 0 0.0% Q4 2025 Jan 22, 2026
Inlight Wealth Management, LLC History No change 190 1 0.0% 0.0% 132 0 0.0% Q4 2025 Jan 23, 2026
Geneos Wealth Management Inc. History No change 190 1 0.0% 0.0% 133 0 0.0% Q4 2025 Jan 28, 2026
CVA Family Office, LLC History No change 126 1 0.0% 0.0% 134 0 0.0% Q4 2025 Jan 12, 2026
TD Waterhouse Canada Inc. History No change 152 1 0.0% 0.0% 135 0 0.0% Q4 2025 Jan 27, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 1.94% -2,384,078 -100.0% Q3 2025 Dec 15, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.01% -1,279,715 -100.0% Q3 2025 Nov 13, 2025
Verition Fund Management LLC History Closed out 0 0 0.02% -529,283 -100.0% Q3 2025 Nov 14, 2025
Uniplan Investment Counsel, Inc. History Closed out 0 0 0.36% -391,064 -100.0% Q3 2025 Nov 14, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -72,320 -100.0% Q3 2025 Nov 05, 2025
AdvisorShares Investments LLC History Closed out 0 0 0.08% -54,373 -100.0% Q3 2025 Nov 05, 2025
FourWorld Capital Management LLC History Closed out 0 0 0.79% -53,607 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -33,185 -100.0% Q3 2025 Nov 14, 2025
Centiva Capital, LP History Closed out 0 0 0.0% -31,830 -100.0% Q3 2025 Nov 14, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -26,300 -100.0% Q3 2025 Nov 13, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -25,885 -100.0% Q3 2025 Nov 14, 2025
Russell Investments Group, Ltd. History Closed out 0 0 0.0% -19,784 -100.0% Q3 2025 Nov 13, 2025
Svenska Handelsbanken AB (publ) History Closed out 0 0 0.06% -18,515 -100.0% Q3 2025 Oct 14, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.01% -16,309 -100.0% Q3 2025 Nov 07, 2025
RBF Capital, LLC History Closed out 0 0 0.01% -15,955 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -14,807 -100.0% Q3 2025 Nov 14, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -13,342 -100.0% Q3 2025 Nov 14, 2025
SIH Partners, LLLP History Closed out 0 0 0.0% -12,497 -100.0% Q3 2025 Nov 14, 2025
Bank of New York Mellon Corp History Closed out 0 0 0.0% -11,973 -100.0% Q3 2025 Nov 03, 2025
WealthTrust Axiom LLC History Closed out 0 0 0.03% -11,890 -100.0% Q3 2025 Nov 14, 2025
Mesirow Financial Investment Management, Inc. History Closed out 0 0 0.0% -11,090 -100.0% Q3 2025 Nov 12, 2025
Corient Private Wealth LLC History Closed out 0 0 0.0% -11,023 -100.0% Q3 2025 Nov 14, 2025
Vise Technologies, Inc. History Closed out 0 0 0.0% -10,026 -100.0% Q3 2025 Nov 13, 2025
FIFTH THIRD BANCORP History Closed out 0 0 0.0% -9,760 -100.0% Q3 2025 Nov 07, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -1,028 -100.0% Q3 2025 Nov 03, 2025
CIBC Private Wealth Group LLC History Closed out 0 0 0.0% -950 -100.0% Q3 2025 Nov 24, 2025
Key FInancial Inc History Closed out 0 0 0.0% -950 -100.0% Q3 2025 Nov 05, 2025
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -900 -100.0% Q3 2025 Oct 28, 2025
Alpine Global Management, LLC History Reduced 50 0 0.01% -358 -87.75% Q4 2025 Feb 26, 2026
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 0.0% -250 -100.0% Q3 2025 Oct 27, 2025
Arax Advisory Partners History Reduced 4 0 0.0% -149 -97.39% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Closed out 0 0 -78 -100.0% Q3 2025 Feb 06, 2026
Cornerstone Financial Management LLC History New 77 0 +77 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Closed out 0 0 -46 -100.0% Q3 2025 Nov 18, 2025
US BANCORP \DE\ History No change 87 0 0 0.0% Q4 2025 Jan 30, 2026
VISION FINANCIAL MARKETS LLC History No change 97 0 0 0.0% Q4 2025 Jan 22, 2026
Parallel Advisors, LLC History No change 22 0 0 0.0% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History No change 22 0 0 0.0% Q4 2025 Mar 16, 2026
City State Bank History No change 100 0 0 0.0% Q4 2025 Jan 28, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 100 0 0 0.0% Q4 2025 Feb 10, 2026