Caribou Biosciences, Inc. - CRBU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | History | No change | 4,690,431 | 7,457 | 3.15% | 2.5% | 1 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,304,198 | 6,843 | 0.0% | 0.0% | 2 | +77,272 | 1.83% | Q4 2025 | Jan 29, 2026 |
| Kynam Capital Management, LP | History | Reduced | 2,503,302 | 3,980 | 0.25% | 0.53% | 3 | -564,472 | -18.4% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,141,023 | 3,404 | 0.0% | 0.0% | 4 | +681,703 | 46.71% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,639,857 | 2,607 | 0.0% | 0.0% | 5 | +859,436 | 110.12% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Group plc | History | No change | 1,388,905 | 2,208 | 0.0% | 0.01% | 6 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 1,115,700 | 1,773 | 0.0% | 0.01% | 7 | -111,700 | -9.1% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,089,075 | 1,731 | 0.0% | 0.0% | 8 | +602,068 | 123.63% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,020,079 | 1,621 | 0.0% | 0.0% | 9 | +236,489 | 30.18% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,006,010 | 1,599 | 0.0% | 0.0% | 10 | -204,300 | -16.88% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 993,186 | 1,579 | 0.0% | 0.0% | 11 | -81,256 | -7.56% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 976,813 | 1,553 | 0.0% | 0.0% | 12 | -8,313 | -0.84% | Q4 2025 | Feb 09, 2026 |
| PFM Health Sciences, LP | History | Reduced | 957,787 | 1,522 | 0.15% | 0.24% | 13 | -401,044 | -29.51% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 881,105 | 1,400 | 0.0% | 0.0% | 14 | +755,261 | 600.16% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 824,299 | 1,310 | 0.01% | — | 15 | +824,299 | New | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 767,002 | 1,219 | 0.0% | 0.0% | 16 | -2,449,533 | -76.15% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 725,968 | 1,154 | 0.0% | 0.0% | 17 | -3,034 | -0.42% | Q4 2025 | Feb 17, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 652,542 | 1,037 | 0.01% | 0.02% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 637,745 | 1,014 | 0.0% | 0.0% | 19 | +318,453 | 99.74% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 614,729 | 977 | 0.0% | 0.0% | 20 | +255,606 | 71.18% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 581,793 | 925 | 0.0% | 0.0% | 21 | -594 | -0.1% | Q4 2025 | Feb 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 555,628 | 883 | 0.0% | 0.0% | 22 | -2,846 | -0.51% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 489,138 | 777 | 0.0% | 0.0% | 23 | +244,314 | 99.79% | Q4 2025 | Mar 25, 2026 |
| 72 Investment Holdings, LLC | History | No change | 474,067 | 753 | 1.49% | 1.62% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 130,000 | 724 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| STATE STREET CORP | History | Added to | 423,263 | 672 | 0.0% | 0.0% | 26 | +37,000 | 9.58% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Reduced | 413,380 | 657 | 0.02% | 0.05% | 27 | -28,161 | -6.38% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 403,938 | 642 | 0.0% | 0.0% | 28 | +115,391 | 39.99% | Q4 2025 | Feb 17, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 375,139 | 596 | 0.55% | 0.82% | 29 | +11,440 | 3.15% | Q4 2025 | Jan 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 371,372 | 590 | 0.05% | — | 30 | +371,372 | New | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 330,685 | 525 | 0.0% | 0.0% | 31 | -148,753 | -31.03% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 298,456 | 474 | 0.0% | 0.0% | 32 | -59,763 | -16.68% | Q4 2025 | Feb 13, 2026 |
| Bruce & Co., Inc. | History | No change | 250,000 | 397 | 0.12% | 0.18% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 231,799 | 368 | 0.07% | 0.08% | 34 | +55,832 | 31.73% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 217,735 | 346 | 0.0% | 0.0% | 35 | +12,663 | 6.17% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 204,652 | 325 | 0.0% | 0.0% | 36 | +159,502 | 353.27% | Q4 2025 | Feb 17, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 178,100 | 283 | 0.0% | — | 37 | +178,100 | New | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 159,317 | 253 | 0.0% | — | 38 | +159,317 | New | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 148,500 | 236 | 0.0% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 141,943 | 225 | 0.0% | 0.0% | 40 | +116,089 | 449.02% | Q4 2025 | Feb 13, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 112,500 | 178 | 0.15% | — | 42 | +112,500 | New | Q4 2025 | Feb 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 112,453 | 178 | 0.0% | 0.0% | 41 | +30,651 | 37.47% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 107,253 | 170 | 0.0% | 0.0% | 43 | -21,099 | -16.44% | Q4 2025 | Feb 17, 2026 |
| Siren, L.L.C. | History | No change | 105,347 | 167 | 0.0% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 85,246 | 135 | 0.0% | — | 46 | +85,246 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 85,104 | 135 | 0.0% | 0.0% | 45 | -250 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | New | 80,475 | 127 | 0.01% | — | 47 | +80,475 | New | Q4 2025 | Feb 06, 2026 |
| ExodusPoint Capital Management, LP | History | New | 77,704 | 123 | 0.0% | — | 48 | +77,704 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 74,571 | 118 | 0.0% | 0.0% | 49 | +73,000 | 4646.72% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 71,000 | 112 | 0.0% | 0.0% | 50 | +42,377 | 148.05% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 65,100 | 103 | 0.0% | 0.0% | 51 | +26,716 | 69.6% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 59,722 | 94 | 0.0% | — | 52 | +59,722 | New | Q4 2025 | Feb 10, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 58,685 | 93 | 0.01% | 0.02% | 53 | -26,335 | -30.98% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 55,938 | 88 | 0.0% | 0.0% | 54 | +31,828 | 132.01% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 45,908 | 72 | 0.0% | 0.0% | 55 | -1,025 | -2.18% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 44,840 | 71 | 0.0% | 0.0% | 56 | -2,360 | -5.0% | Q4 2025 | Feb 09, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 44,160 | 70 | 0.0% | — | 57 | +44,160 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 42,229 | 67 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 42,113 | 66 | 0.0% | 0.0% | 59 | -73 | -0.17% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | Reduced | 40,000 | 63 | 0.0% | 0.01% | 60 | -40,000 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | New | 36,712 | 58 | 0.0% | — | 61 | +36,712 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 35,505 | 56 | 0.0% | 0.0% | 62 | -8,634 | -19.56% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 35,063 | 55 | 0.0% | 0.0% | 63 | +22,856 | 187.24% | Q4 2025 | Feb 19, 2026 |
| US BANCORP \DE\ | History | No change | 34,265 | 54 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | No change | 34,460 | 54 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 33,934 | 53 | 0.0% | 0.0% | 66 | -740 | -2.13% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 32,307 | 51 | 0.0% | 0.0% | 67 | -6,461 | -16.67% | Q4 2025 | Feb 10, 2026 |
| Thrive Wealth Management, LLC | History | No change | 32,000 | 50 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CREDIT AGRICOLE S A | History | No change | 29,000 | 46 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 25,561 | 40 | 0.0% | 0.0% | 70 | -35,846 | -58.37% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 24,347 | 38 | 0.0% | 0.0% | 71 | +10,824 | 80.04% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 21,688 | 34 | 0.0% | 0.0% | 72 | -84 | -0.39% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 20,351 | 32 | 0.0% | 0.0% | 73 | +1,132 | 5.89% | Q4 2025 | Feb 17, 2026 |
| Next Capital Management LLC | History | No change | 20,000 | 31 | 0.01% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 19,500 | 31 | 0.0% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Reduced | 18,500 | 29 | 0.0% | 0.0% | 76 | -422 | -2.23% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | No change | 16,934 | 26 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 15,781 | 25 | 0.0% | 0.0% | 78 | +898 | 6.03% | Q4 2025 | Feb 17, 2026 |
| Bronte Capital Management Pty Ltd. | History | New | 15,627 | 24 | 0.0% | — | 81 | +15,627 | New | Q4 2025 | Feb 03, 2026 |
| China Universal Asset Management Co., Ltd. | History | New | 15,231 | 24 | 0.0% | — | 82 | +15,231 | New | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 14,874 | 24 | 0.0% | — | 79 | +14,874 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 15,524 | 24 | 0.0% | 0.0% | 80 | +5,228 | 50.78% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 15,000 | 23 | 0.0% | 0.0% | 83 | +5,000 | 50.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,956 | 20 | 0.0% | 0.0% | 85 | -1,095 | -7.79% | Q4 2025 | Feb 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 12,903 | 20 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 12,903 | 20 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,216 | 19 | 0.0% | 0.0% | 89 | -35 | -0.29% | Q4 2025 | Feb 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 12,344 | 19 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | No change | 12,314 | 19 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,269 | 17 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,693 | 16 | 0.0% | 0.0% | 92 | +1,359 | 14.56% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,400 | 16 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 10,000 | 15 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 9,430 | 14 | 0.0% | — | 94 | +9,430 | New | Q4 2025 | Feb 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 7,400 | 11 | 0.0% | — | 95 | +7,400 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | New | 6,601 | 10 | 0.0% | — | 96 | +6,601 | New | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 4,542 | 7 | 0.0% | — | 98 | +4,542 | New | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,422 | 7 | 0.0% | 0.0% | 97 | -6 | -0.14% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | New | 4,066 | 6 | 0.0% | — | 99 | +4,066 | New | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,200 | 5 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 3,000 | 4 | 0.0% | — | 103 | +3,000 | New | Q4 2025 | Feb 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 2,525 | 4 | 0.0% | — | 102 | +2,525 | New | Q4 2025 | Jan 28, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,722 | 4 | 0.0% | 0.0% | 101 | -344 | -11.22% | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 2,000 | 3 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | New | 1,835 | 2 | 0.0% | — | 106 | +1,835 | New | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,878 | 2 | 0.0% | 0.0% | 105 | +2 | 0.11% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 575 | 1 | 0.0% | 0.0% | 110 | -1,860 | -76.39% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | New | 1,000 | 1 | 0.0% | — | 112 | +1,000 | New | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,026 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| COUNTRY TRUST BANK | History | No change | 700 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 800 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Optiver Holding B.V. | History | No change | 1,104 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 646 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pale Fire Capital SE | History | Closed out | 0 | 0 | — | 0.2% | — | -775,055 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -558,576 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -88,300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -35,562 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,883 | -100.0% | Q3 2025 | Nov 14, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,268 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -914 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -548 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Arax Advisory Partners | History | Reduced | 61 | 0 | — | 0.0% | — | -445 | -87.94% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -270 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Signature Equity Partners, LLC | History | New | 177 | 0 | — | — | — | +177 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 18 | 0 | — | — | — | -117 | -86.67% | Q4 2025 | Feb 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 92 | 0 | — | — | — | -66 | -41.77% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -26 | -96.3% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gen-Wealth Partners Inc | History | No change | 136 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |