Critical Metals Corp. - CRML
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | History | New | 3,909,170 | 27,129 | 0.08% | — | 1 | +3,909,170 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,884,223 | 20,016 | 0.0% | 0.0% | 2 | +802,276 | 38.53% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,384,847 | 16,550 | 0.0% | 0.0% | 3 | +1,816,768 | 319.81% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 2,196,037 | 15,240 | 0.0% | 0.0% | 4 | +1,887,125 | 610.89% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 860,700 | 5,973 | 0.0% | 0.0% | 5 | +676,483 | 367.22% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 713,066 | 4,948 | 0.0% | 0.0% | 6 | +192,588 | 37.0% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 696,550 | 4,834 | 0.0% | 0.0% | 7 | +255,499 | 57.93% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 634,706 | 4,404 | 0.0% | 0.0% | 8 | +177,909 | 38.95% | Q4 2025 | Feb 09, 2026 |
| Bridgewater Associates, LP | History | New | 610,485 | 4,236 | 0.02% | — | 9 | +610,485 | New | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 572,205 | 3,971 | 0.0% | — | 10 | +572,205 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 515,826 | 3,579 | 0.01% | 0.0% | 11 | +281,115 | 119.77% | Q4 2025 | Feb 12, 2026 |
| Empery Asset Management, LP | History | New | 491,460 | 3,410 | 3.01% | — | 12 | +491,460 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 462,960 | 3,212 | 0.0% | 0.0% | 13 | +293,302 | 172.88% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 446,592 | 3,099 | 0.0% | 0.0% | 14 | +155,488 | 53.41% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 414,158 | 2,874 | 0.0% | 0.0% | 15 | -35,566 | -7.91% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 388,260 | 2,694 | 0.0% | 0.0% | 16 | +356,420 | 1119.41% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 364,668 | 2,530 | 0.0% | 0.0% | 17 | +327,315 | 876.27% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 344,068 | 2,387 | 0.0% | 0.0% | 18 | -332,644 | -49.16% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 320,125 | 2,221 | 0.03% | — | 19 | +320,125 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 292,401 | 2,029 | 0.0% | 0.0% | 20 | -21,399 | -6.82% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 285,916 | 1,984 | 0.0% | 0.0% | 21 | +97,462 | 51.72% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 274,348 | 1,903 | 0.0% | 0.0% | 22 | +137,174 | 100.0% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 221,994 | 1,540 | 0.0% | 0.0% | 23 | +34,743 | 18.55% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 192,600 | 1,336 | 0.0% | 0.0% | 24 | -164,668 | -46.09% | Q4 2025 | Mar 12, 2026 |
| Focus Partners Wealth | History | Added to | 183,074 | 1,140 | 0.0% | 0.0% | 25 | +231 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 150,073 | 1,041 | 0.01% | — | 26 | +150,073 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 136,247 | 945 | 0.0% | 0.0% | 27 | +120,613 | 771.48% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 121,118 | 840 | 0.0% | 0.0% | 28 | +16,787 | 16.09% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 111,526 | 773 | 0.0% | 0.0% | 29 | +30,626 | 37.86% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 109,058 | 756 | 0.0% | 0.0% | 30 | +74,722 | 217.62% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Added to | 102,022 | 708 | 0.02% | 0.03% | 31 | +16,642 | 19.49% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 95,565 | 663 | 0.0% | 0.0% | 32 | +64,325 | 205.91% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 94,477 | 655 | 0.0% | 0.0% | 33 | +20,383 | 27.51% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 88,287 | 612 | 0.0% | 0.0% | 34 | +40,709 | 85.56% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 80,661 | 559 | 0.0% | — | 35 | +80,661 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 77,941 | 540 | 0.0% | — | 36 | +77,941 | New | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | New | 77,346 | 536 | 0.01% | — | 37 | +77,346 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 63,121 | 438 | 0.0% | 0.0% | 38 | +110 | 0.17% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 62,105 | 431 | 0.0% | 0.0% | 39 | +32,943 | 112.97% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 57,900 | 401 | 0.0% | 0.0% | 40 | -20,000 | -25.67% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 56,031 | 389 | 0.0% | 0.0% | 41 | +8,008 | 16.68% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 55,253 | 383 | 0.0% | 0.0% | 42 | +5,253 | 10.51% | Q4 2025 | Mar 16, 2026 |
| Canton Hathaway, LLC | History | Reduced | 54,500 | 378 | 0.07% | 0.1% | 43 | -27,500 | -33.54% | Q4 2025 | Jan 21, 2026 |
| Next Level Private LLC | History | New | 53,955 | 374 | 0.1% | — | 44 | +53,955 | New | Q4 2025 | Jan 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 53,784 | 373 | 0.0% | 0.0% | 45 | -165,292 | -75.45% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 53,234 | 369 | 0.01% | — | 46 | +53,234 | New | Q4 2025 | Feb 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 47,394 | 328 | 0.0% | 0.0% | 47 | -188,994 | -79.95% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 24,234 | 306 | 0.0% | 0.0% | 48 | +20,234 | 505.85% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 43,479 | 301 | 0.0% | 0.0% | 49 | +16,678 | 62.23% | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 39,045 | 270 | 0.08% | 0.2% | 50 | -63,025 | -61.75% | Q4 2025 | Jan 16, 2026 |
| SummitTX Capital, L.P. | History | Added to | 38,957 | 270 | 0.01% | 0.0% | 51 | +25,665 | 193.09% | Q4 2025 | Feb 17, 2026 |
| Warberg Asset Management LLC | History | New | 33,000 | 229 | 0.03% | — | 52 | +33,000 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 31,874 | 221 | 0.0% | 0.0% | 53 | +16,286 | 104.48% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,301 | 216 | 0.0% | 0.0% | 54 | +3,266 | 21.72% | Q4 2025 | Jan 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 30,577 | 212 | 0.0% | 0.0% | 55 | -117 | -0.38% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 29,889 | 207 | 0.0% | — | 56 | +29,889 | New | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | New | 27,000 | 187 | 0.01% | — | 57 | +27,000 | New | Q4 2025 | Jan 06, 2026 |
| MetLife Investment Management, LLC | History | Added to | 26,330 | 182 | 0.0% | 0.0% | 58 | +13,485 | 104.98% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 25,424 | 176 | 0.0% | 0.0% | 59 | -4,145 | -14.02% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 25,344 | 175 | 0.0% | 0.0% | 60 | -7,833 | -23.61% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 25,070 | 174 | 0.0% | 0.0% | 61 | +105 | 0.42% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | New | 22,991 | 159 | 0.0% | — | 62 | +22,991 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,036 | 145 | 0.0% | 0.0% | 63 | +6,441 | 44.13% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 21,000 | 145 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 20,704 | 143 | 0.0% | 0.0% | 65 | +9,727 | 88.61% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 20,399 | 142 | 0.0% | 0.0% | 66 | +4,139 | 25.46% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,195 | 133 | 0.0% | 0.0% | 67 | +5,175 | 36.91% | Q4 2025 | Feb 11, 2026 |
| Belvedere Trading LLC | History | Reduced | 19,042 | 132 | 0.0% | 0.0% | 68 | -1,427 | -6.97% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | New | 18,648 | 129 | 0.0% | — | 69 | +18,648 | New | Q4 2025 | Feb 19, 2026 |
| FORA Capital, LLC | History | New | 17,578 | 121 | 0.01% | — | 71 | +17,578 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 17,480 | 121 | 0.0% | 0.0% | 70 | +16,735 | 2246.31% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | New | 16,822 | 116 | 0.0% | — | 72 | +16,822 | New | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 16,804 | 116 | 0.01% | 0.01% | 73 | -1,250 | -6.92% | Q4 2025 | Jan 23, 2026 |
| Ballentine Partners, LLC | History | Reduced | 15,728 | 109 | 0.0% | 0.0% | 74 | -804 | -4.86% | Q4 2025 | Feb 03, 2026 |
| Moors & Cabot, Inc. | History | New | 15,500 | 107 | 0.0% | — | 75 | +15,500 | New | Q4 2025 | Feb 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 15,402 | 106 | 0.0% | 0.0% | 76 | -15,782 | -50.61% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 15,000 | 104 | 0.0% | — | 77 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,801 | 88 | 0.0% | — | 79 | +12,801 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 12,779 | 88 | 0.0% | 0.0% | 78 | +4,970 | 63.64% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,788 | 88 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 12,500 | 86 | 0.0% | — | 81 | +12,500 | New | Q4 2025 | Jan 29, 2026 |
| Brooklyn Investment Group | History | New | 11,779 | 85 | 0.0% | — | 82 | +11,779 | New | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | New | 11,005 | 75 | 0.0% | — | 83 | +11,005 | New | Q4 2025 | Mar 20, 2026 |
| Quantbot Technologies LP | History | New | 10,675 | 74 | 0.0% | — | 84 | +10,675 | New | Q4 2025 | Feb 10, 2026 |
| Shay Capital LLC | History | Reduced | 10,000 | 69 | 0.01% | 0.14% | 87 | -257,000 | -96.25% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | New | 10,050 | 69 | 0.0% | — | 85 | +10,050 | New | Q4 2025 | Feb 17, 2026 |
| Saba Capital Management, L.P. | History | New | 10,000 | 69 | 0.0% | — | 86 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,904 | 68 | 0.0% | 0.0% | 88 | +3,503 | 54.73% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,158 | 63 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 8,662 | 60 | 0.0% | 0.0% | 91 | +2,676 | 44.7% | Q4 2025 | Jan 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,700 | 60 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Leonteq Securities AG | History | New | 7,500 | 52 | 0.0% | — | 92 | +7,500 | New | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,015 | 48 | 0.0% | 0.0% | 93 | -404 | -5.45% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,171 | 42 | 0.0% | — | 94 | +6,080 | 6681.32% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,945 | 35 | 0.0% | — | 95 | +4,945 | New | Q4 2025 | Feb 17, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Reduced | 4,522 | 31 | 0.01% | 0.01% | 96 | -1,614 | -26.3% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 4,356 | 30 | 0.0% | 0.0% | 97 | +1,249 | 40.2% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,124 | 28 | 0.0% | 0.0% | 98 | +242 | 6.23% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 4,000 | 27 | 0.0% | — | 99 | +4,000 | New | Q4 2025 | Feb 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,386 | 23 | 0.0% | 0.0% | 100 | +416 | 14.01% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,787 | 19 | 0.0% | 0.0% | 101 | +776 | 38.59% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,608 | 18 | 0.0% | 0.0% | 103 | +1,876 | 256.28% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,717 | 18 | 0.0% | 0.0% | 102 | -570 | -17.34% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,563 | 17 | 0.0% | 0.0% | 104 | +2,063 | 412.6% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,349 | 16 | 0.0% | — | 105 | +2,253 | 2346.88% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 2,218 | 15 | 0.0% | — | 106 | +2,218 | New | Q4 2025 | Feb 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,000 | 13 | 0.0% | — | 107 | +2,000 | New | Q4 2025 | Jan 20, 2026 |
| True Wealth Design, LLC | History | No change | 1,759 | 12 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,600 | 11 | 0.0% | 0.0% | 110 | +618 | 62.93% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,717 | 11 | 0.0% | 0.0% | 109 | +293 | 20.58% | Q4 2025 | Feb 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | New | 1,500 | 10 | 0.03% | — | 112 | +1,500 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 1,423 | 10 | 0.0% | 0.0% | 111 | +1,170 | 462.45% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,253 | 8 | 0.0% | 0.0% | 113 | +186 | 17.43% | Q4 2025 | Feb 11, 2026 |
| Legacy Bridge, LLC | History | New | 1,125 | 7 | 0.0% | — | 115 | +1,125 | New | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1,042 | 7 | 0.0% | — | 114 | +1,042 | New | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,000 | 6 | 0.0% | — | 118 | +1,000 | New | Q4 2025 | Jan 21, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 977 | 6 | 0.0% | — | 117 | +977 | New | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | New | 900 | 6 | 0.0% | — | 116 | +900 | New | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 666 | 4 | 0.0% | 0.0% | 119 | -9,911 | -93.7% | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | New | 600 | 4 | 0.0% | — | 120 | +600 | New | Q4 2025 | Jan 07, 2026 |
| HighMark Wealth Management LLC | History | New | 500 | 3 | 0.0% | — | 121 | +500 | New | Q4 2025 | Feb 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 472 | 3 | 0.0% | — | 122 | +472 | New | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 338 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | New | 285 | 1 | 0.0% | — | 124 | +285 | New | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 250 | 1 | 0.0% | — | 127 | +250 | New | Q4 2025 | Jan 21, 2026 |
| JDM Financial Group LLC | History | New | 201 | 1 | 0.0% | — | 128 | +201 | New | Q4 2025 | Feb 02, 2026 |
| Gen-Wealth Partners Inc | History | New | 150 | 1 | 0.0% | — | 130 | +150 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 169 | 1 | 0.0% | 0.0% | 129 | -99 | -36.94% | Q4 2025 | Jan 05, 2026 |
| Roble, Belko & Company, Inc | History | New | 88 | 1 | 0.0% | — | 125 | +88 | New | Q4 2025 | Jan 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 235 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,125,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.01% | — | -190,405 | -100.0% | Q3 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -37,312 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -33,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LINDEN ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,423 | -100.0% | Q3 2025 | Nov 14, 2025 |
| One68 Global Capital, LLC | History | Closed out | 0 | 0 | — | 2.61% | — | -26,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Next Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,982 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -18,514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,184 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,700 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -11,050 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -4,252 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -725 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ADIRONDACK TRUST CO | History | New | 138 | 0 | — | — | — | +138 | New | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | New | 134 | 0 | — | — | — | +134 | New | Q4 2025 | Jan 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 123 | 0 | — | — | — | +123 | New | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 115 | 0 | — | — | — | +115 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 18, 2026 |
| Stone House Investment Management, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Jan 28, 2026 |
| Financially Speaking Inc | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | — | — | -80 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 10, 2026 |
| Scarborough Advisors, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 134 | 0 | — | — | — | +5 | 3.88% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 28 | 0 | — | — | — | -1 | -3.45% | Q4 2025 | Feb 06, 2026 |