Corvus Pharmaceuticals, Inc. - CRVS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC | History | No change | 7,165,006 | 55,170 | 1.13% | 1.24% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 5,056,361 | 38,933 | 0.0% | 0.0% | 2 | +345,919 | 7.34% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,873,482 | 29,825 | 0.0% | 0.0% | 3 | +401,557 | 11.57% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 3,567,908 | 27,472 | 0.0% | 0.0% | 4 | +2,950,684 | 478.06% | Q4 2025 | Feb 13, 2026 |
| ADAMS STREET PARTNERS LLC | History | No change | 3,275,616 | 25,222 | 9.56% | 15.76% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,875,000 | 22,137 | 0.02% | 0.08% | 6 | -3,579,274 | -55.46% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 2,788,223 | 21,469 | 0.0% | 0.0% | 7 | +1,781,904 | 177.07% | Q4 2025 | Feb 13, 2026 |
| MPM BioImpact LLC | History | New | 2,743,671 | 21,126 | 2.42% | — | 8 | +2,743,671 | New | Q4 2025 | Feb 17, 2026 |
| Vivo Capital, LLC | History | No change | 2,234,566 | 17,206 | 1.11% | 1.33% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,473,026 | 11,345 | 0.0% | 0.0% | 10 | +16,498 | 1.13% | Q4 2025 | Feb 09, 2026 |
| Foresite Capital Management VI LLC | History | Reduced | 1,381,233 | 10,635 | 3.21% | 4.93% | 11 | -350,000 | -20.22% | Q4 2025 | Feb 17, 2026 |
| DCF Advisers, LLC | History | New | 729,000 | 5,613 | 1.51% | — | 12 | +729,000 | New | Q4 2025 | Feb 11, 2026 |
| PERCEPTIVE ADVISORS LLC | History | Reduced | 692,441 | 5,331 | 0.1% | 0.31% | 13 | -746,154 | -51.87% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 688,770 | 5,303 | 0.0% | — | 14 | +688,770 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 666,054 | 5,128 | 0.0% | 0.0% | 15 | +472,054 | 243.33% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 553,327 | 4,260 | 0.0% | 0.0% | 16 | +107,657 | 24.16% | Q4 2025 | Mar 25, 2026 |
| Logos Global Management LP | History | New | 500,000 | 3,850 | 0.23% | — | 17 | +500,000 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 476,982 | 3,672 | 0.0% | 0.0% | 18 | +319,216 | 202.34% | Q4 2025 | Feb 17, 2026 |
| ADAR1 Capital Management, LLC | History | New | 465,875 | 3,587 | 0.26% | — | 19 | +465,875 | New | Q4 2025 | Feb 18, 2026 |
| RTW INVESTMENTS, LP | History | New | 447,607 | 3,446 | 0.03% | — | 20 | +447,607 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 432,697 | 3,331 | 0.0% | 0.0% | 21 | +364,631 | 535.7% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 429,771 | 3,309 | 0.0% | 0.0% | 22 | -36,715 | -7.87% | Q4 2025 | Feb 17, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 407,709 | 3,139 | 0.61% | 0.63% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 394,766 | 3,039 | 0.0% | 0.0% | 24 | +85,614 | 27.69% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 314,683 | 2,423 | 0.0% | 0.0% | 25 | +134,508 | 74.65% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 236,495 | 1,821 | 0.0% | 0.0% | 26 | +84,529 | 55.62% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 216,248 | 1,665 | 0.0% | — | 27 | +216,248 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 212,006 | 1,632 | 0.0% | 0.0% | 28 | +49,932 | 30.81% | Q4 2025 | Jan 29, 2026 |
| Caption Management, LLC | History | Added to | 180,225 | 1,387 | 0.01% | 0.0% | 29 | +158,398 | 725.7% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 171,173 | 1,318 | 0.0% | 0.0% | 30 | -6,615 | -3.72% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 167,400 | 1,288 | 0.02% | 0.02% | 31 | -1,800 | -1.06% | Q4 2025 | Jan 16, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 144,381 | 1,111 | 0.0% | — | 32 | +144,381 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 143,598 | 1,105 | 0.0% | 0.0% | 33 | -59,762 | -29.39% | Q4 2025 | Feb 17, 2026 |
| TOWERVIEW LLC | History | Reduced | 140,000 | 1,078 | 0.78% | 0.91% | 34 | -30,000 | -17.65% | Q4 2025 | Feb 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 131,628 | 1,013 | 0.0% | 0.0% | 35 | +5,100 | 4.03% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 121,157 | 932 | 0.0% | 0.0% | 36 | -3,339 | -2.68% | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | New | 114,500 | 881 | 0.0% | — | 37 | +114,500 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 104,820 | 807 | 0.0% | — | 38 | +104,820 | New | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | New | 99,724 | 767 | 0.0% | — | 39 | +99,724 | New | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 86,720 | 667 | 0.01% | — | 40 | +86,720 | New | Q4 2025 | Feb 17, 2026 |
| NEOS Investment Management LLC | History | Added to | 80,893 | 622 | 0.0% | 0.0% | 41 | +21,691 | 36.64% | Q4 2025 | Feb 17, 2026 |
| TEMA ETFS LLC | History | Added to | 79,698 | 613 | 0.05% | 0.04% | 42 | +20,496 | 34.62% | Q4 2025 | Jan 16, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 70,727 | 544 | 0.0% | 0.0% | 43 | -11,863 | -14.36% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 68,064 | 524 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 67,993 | 523 | 0.0% | 0.0% | 45 | +1 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 64,915 | 499 | 0.0% | 0.0% | 46 | +39,340 | 153.82% | Q4 2025 | Feb 17, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 63,773 | 491 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 62,623 | 482 | 0.0% | 0.0% | 48 | +26,228 | 72.06% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | New | 61,318 | 472 | 0.0% | — | 49 | +61,318 | New | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 59,269 | 451 | 0.0% | 0.0% | 50 | -23,118 | -28.06% | Q4 2025 | Mar 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 56,039 | 431 | 0.0% | 0.0% | 51 | +2,400 | 4.47% | Q4 2025 | Feb 11, 2026 |
| DIADEMA PARTNERS LP | History | Added to | 53,100 | 408 | 0.07% | 0.09% | 52 | +3,100 | 6.2% | Q4 2025 | Feb 17, 2026 |
| Hikari Power Ltd | History | No change | 49,959 | 385 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | Added to | 47,667 | 367 | 0.01% | 0.01% | 54 | +377 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 43,583 | 335 | 0.0% | 0.0% | 55 | +4,910 | 12.7% | Q4 2025 | Feb 19, 2026 |
| Creative Planning | History | Added to | 39,178 | 301 | 0.0% | 0.0% | 56 | +13,879 | 54.86% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 37,063 | 285 | 0.01% | — | 57 | +37,063 | New | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | New | 35,972 | 276 | 0.02% | — | 59 | +35,972 | New | Q4 2025 | Feb 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 35,973 | 276 | 0.0% | 0.0% | 58 | +9,812 | 37.51% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 34,105 | 263 | 0.0% | 0.0% | 60 | +1,696 | 5.23% | Q4 2025 | Feb 17, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | No change | 32,680 | 251 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 32,409 | 248 | 0.0% | 0.0% | 62 | +4,884 | 17.74% | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 31,783 | 244 | 0.07% | 0.06% | 63 | +4,946 | 18.43% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 30,782 | 237 | 0.0% | 0.0% | 64 | -2,812 | -8.37% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 30,655 | 236 | 0.0% | 0.0% | 65 | -1,577 | -4.89% | Q4 2025 | Feb 11, 2026 |
| Argent Advisors, Inc. | History | No change | 30,000 | 231 | 0.06% | 0.07% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 28,117 | 216 | 0.0% | — | 67 | +28,117 | New | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 27,661 | 212 | 0.0% | — | 68 | +27,661 | New | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 26,700 | 205 | 0.0% | 0.01% | 70 | -40,000 | -59.97% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 26,667 | 205 | 0.0% | — | 69 | +26,667 | New | Q4 2025 | Feb 12, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 26,255 | 202 | 0.05% | 0.06% | 71 | +2,641 | 11.18% | Q4 2025 | Jan 21, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 25,031 | 192 | 0.0% | 0.0% | 72 | -541 | -2.12% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 23,384 | 180 | 0.0% | — | 73 | +23,384 | New | Q4 2025 | Feb 12, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 22,371 | 172 | 0.05% | 0.04% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Verition Fund Management LLC | History | New | 21,382 | 164 | 0.0% | — | 75 | +21,382 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 20,021 | 154 | 0.0% | — | 77 | +20,021 | New | Q4 2025 | Jan 09, 2026 |
| COMMERCE BANK | History | No change | 20,000 | 154 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 19,274 | 148 | 0.0% | — | 78 | +19,274 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 18,900 | 145 | 0.0% | 0.0% | 79 | -142,700 | -88.3% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 18,800 | 144 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 18,169 | 139 | 0.01% | 0.01% | 81 | +5,108 | 39.11% | Q4 2025 | Jan 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 17,497 | 134 | 0.0% | — | 82 | +17,497 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,120 | 131 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 17,000 | 130 | 0.0% | 0.0% | 84 | +5,000 | 41.67% | Q4 2025 | Jan 21, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 15,638 | 120 | 0.05% | 0.05% | 85 | +1,896 | 13.8% | Q4 2025 | Jan 26, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,530 | 119 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 14,858 | 114 | 0.0% | 0.0% | 87 | +10,910 | 276.34% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 14,188 | 109 | 0.01% | 0.25% | 88 | -387,219 | -96.47% | Q4 2025 | Feb 06, 2026 |
| ProShare Advisors LLC | History | Added to | 13,764 | 105 | 0.0% | 0.0% | 89 | +979 | 7.66% | Q4 2025 | Feb 06, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 12,601 | 97 | 0.02% | 0.08% | 90 | -14,450 | -53.42% | Q4 2025 | Feb 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 11,220 | 86 | 0.01% | — | 91 | +11,220 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,051 | 85 | 0.0% | — | 92 | +11,051 | New | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 10,257 | 78 | 0.01% | 0.01% | 93 | +4,744 | 86.05% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,000 | 77 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 11,200 | 74 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,000 | 53 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 6,661 | 51 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,566 | 50 | 0.0% | 0.0% | 98 | -5,950 | -47.54% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 5,787 | 44 | 0.0% | 0.0% | 99 | -737 | -11.3% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,348 | 41 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,629 | 27 | 0.0% | 0.0% | 102 | +748 | 25.96% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 3,524 | 27 | 0.0% | 0.0% | 101 | +254 | 7.77% | Q4 2025 | Feb 17, 2026 |
| Northwest Capital Management Inc | History | No change | 3,397 | 26 | 0.11% | 0.03% | 103 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 2,291 | 17 | 0.0% | 0.0% | 104 | +819 | 55.64% | Q4 2025 | Feb 17, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 2,000 | 15 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMALGAMATED BANK | History | Added to | 1,799 | 14 | 0.0% | 0.0% | 106 | +10 | 0.56% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,622 | 12 | 0.0% | — | 107 | +1,622 | New | Q4 2025 | Feb 17, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,466 | 11 | 0.0% | 0.0% | 108 | -137 | -8.55% | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,004 | 7 | 0.0% | 0.0% | 109 | -2 | -0.2% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 725 | 5 | 0.0% | — | 110 | +725 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 631 | 4 | 0.0% | 0.0% | 111 | -1,856 | -74.63% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 392 | 3 | 0.0% | 0.0% | 112 | +248 | 172.22% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 323 | 2 | 0.0% | — | 115 | +323 | New | Q4 2025 | Jan 23, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 225 | 2 | 0.0% | 0.0% | 113 | -175 | -43.75% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 205 | 2 | 0.0% | — | 114 | +148 | 259.65% | Q4 2025 | Jan 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 230 | 1 | 0.0% | — | 119 | +230 | New | Q4 2025 | Mar 03, 2026 |
| Clearstead Advisors, LLC | History | New | 203 | 1 | 0.0% | — | 117 | +203 | New | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 137 | 1 | 0.0% | 0.0% | 116 | -162 | -54.18% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 143 | 1 | 0.0% | — | 120 | +49 | 52.13% | Q4 2025 | Jan 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 177 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STEMPOINT CAPITAL LP | History | Closed out | 0 | 0 | — | 0.14% | — | -96,439 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,618 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,226 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -5,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,653 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 10 | 0 | — | 0.0% | — | -136 | -93.15% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SageView Advisory Group, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |