CuriosityStream Inc. - CURI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 2,461,275 | 9,352 | 0.0% | 0.0% | 1 | +353,164 | 16.75% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,212,873 | 8,408 | 0.0% | 0.0% | 2 | +234,683 | 11.86% | Q4 2025 | Jan 29, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 1,989,595 | 7,560 | 0.13% | 0.17% | 3 | -45,405 | -2.23% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,359,900 | 5,167 | 0.01% | 0.01% | 4 | +321,700 | 30.99% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 865,056 | 3,287 | 0.0% | 0.0% | 5 | +116,005 | 15.49% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 714,082 | 2,713 | 0.0% | 0.0% | 6 | +52,923 | 8.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 688,041 | 2,614 | 0.0% | 0.0% | 7 | +482,360 | 234.52% | Q4 2025 | Feb 17, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 609,929 | 2,317 | 0.35% | 0.5% | 8 | -12,381 | -1.99% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 560,184 | 2,128 | 0.0% | 0.0% | 9 | +175,500 | 45.62% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Added to | 451,055 | 1,714 | 0.0% | 0.0% | 10 | +149,579 | 49.62% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 421,251 | 1,600 | 0.0% | 0.0% | 11 | +354,254 | 528.76% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 355,342 | 1,350 | 0.02% | 0.01% | 12 | +189,454 | 114.21% | Q4 2025 | Feb 17, 2026 |
| Penbrook Management LLC | History | Reduced | 347,300 | 1,319 | 0.91% | 1.29% | 13 | -1,400 | -0.4% | Q4 2025 | Jan 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 320,213 | 1,216 | 0.0% | 0.0% | 14 | -141,314 | -30.62% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 299,332 | 1,137 | 0.0% | 0.0% | 15 | -206,838 | -40.86% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 295,411 | 1,123 | 0.0% | 0.0% | 16 | -552 | -0.19% | Q4 2025 | Jan 26, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 292,024 | 1,109 | 0.0% | 0.0% | 17 | -206,643 | -41.44% | Q4 2025 | Feb 10, 2026 |
| MYDA Advisors LLC | History | Reduced | 275,000 | 1,045 | 0.2% | 1.04% | 18 | -630,000 | -69.61% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 260,618 | 990 | 0.09% | 0.08% | 19 | +75,220 | 40.57% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 253,006 | 961 | 0.0% | 0.0% | 20 | +9,887 | 4.07% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 251,762 | 956 | 0.0% | 0.0% | 21 | +169,006 | 204.22% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 222,329 | 844 | 0.0% | 0.0% | 22 | -418,252 | -65.29% | Q4 2025 | Feb 17, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 255,290 | 839 | 0.18% | 0.36% | 23 | +15,262 | 6.36% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 217,959 | 828 | 0.0% | — | 24 | +217,959 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 199,529 | 758 | 0.0% | 0.0% | 25 | +87,490 | 78.09% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 199,010 | 756 | 0.0% | 0.0% | 26 | +158,387 | 389.89% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Added to | 197,261 | 749 | 0.06% | 0.1% | 27 | +17,423 | 9.69% | Q4 2025 | Feb 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 191,392 | 727 | 0.0% | 0.0% | 28 | +44 | 0.02% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 174,616 | 663 | 0.01% | — | 29 | +174,616 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 153,494 | 583 | 0.0% | 0.0% | 30 | +20,232 | 15.18% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 139,954 | 531 | 0.0% | 0.0% | 31 | +11,054 | 8.58% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 134,655 | 511 | 0.0% | 0.0% | 32 | -21,867 | -13.97% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 126,591 | 481 | 0.01% | 0.01% | 33 | -4,859 | -3.7% | Q4 2025 | Feb 17, 2026 |
| ARS Investment Partners, LLC | History | New | 119,822 | 455 | 0.03% | — | 34 | +119,822 | New | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 108,149 | 410 | 0.0% | 0.0% | 35 | -133,017 | -55.16% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 107,546 | 408 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PharVision Advisers, LLC | History | Added to | 106,072 | 403 | 0.2% | 0.14% | 37 | +59,132 | 125.97% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | Reduced | 99,497 | 378 | 0.01% | 0.03% | 38 | -93,933 | -48.56% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | New | 97,198 | 369 | 0.0% | — | 39 | +97,198 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 89,472 | 339 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 88,800 | 337 | 0.0% | — | 41 | +88,800 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 87,222 | 331 | 0.0% | 0.0% | 42 | -122,680 | -58.45% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 84,538 | 321 | 0.0% | 0.0% | 43 | +29,971 | 54.93% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 73,853 | 280 | 0.0% | 0.01% | 44 | -36,008 | -32.78% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 69,911 | 265 | 0.01% | 0.01% | 45 | +30,127 | 75.73% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 65,771 | 249 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 64,367 | 244 | 0.0% | 0.0% | 47 | +48,690 | 310.58% | Q4 2025 | Feb 18, 2026 |
| Calamos Advisors LLC | History | Reduced | 60,930 | 231 | 0.0% | 0.0% | 48 | -91,159 | -59.94% | Q4 2025 | Jan 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 49,613 | 219 | 0.0% | 0.0% | 49 | -33,840 | -40.55% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 54,140 | 205 | 0.0% | 0.0% | 50 | +17,141 | 46.33% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 45,751 | 173 | 0.0% | 0.0% | 51 | +24,500 | 115.29% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 44,070 | 167 | 0.0% | 0.0% | 52 | +17,150 | 63.71% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 43,613 | 165 | 0.0% | 0.0% | 53 | -1,268 | -2.83% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 39,955 | 151 | 0.01% | 0.01% | 54 | +17,055 | 74.48% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 30,957 | 117 | 0.0% | 0.0% | 55 | +1,695 | 5.79% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 30,888 | 117 | 0.0% | 0.0% | 56 | +32 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 30,775 | 116 | 0.0% | 0.0% | 57 | -681 | -2.16% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | No change | 28,854 | 110 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| State of Wyoming | History | Reduced | 28,393 | 107 | 0.01% | 0.04% | 59 | -34,128 | -54.59% | Q4 2025 | Feb 11, 2026 |
| BARINGS LLC | History | No change | 27,930 | 106 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 27,932 | 106 | 0.04% | 0.06% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 27,799 | 105 | 0.0% | 0.0% | 62 | +6,728 | 31.93% | Q4 2025 | Feb 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,384 | 96 | 0.0% | 0.0% | 64 | -15,946 | -38.58% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 25,319 | 96 | 0.0% | 0.0% | 63 | -11,986 | -32.13% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 24,630 | 93 | 0.0% | 0.0% | 65 | +3,704 | 17.7% | Q4 2025 | Feb 12, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 21,878 | 83 | 0.03% | 0.07% | 66 | -9,868 | -31.08% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 20,378 | 77 | 0.01% | 0.02% | 67 | -16,937 | -45.39% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 20,648 | 76 | 0.0% | — | 69 | +20,648 | New | Q4 2025 | Jan 23, 2026 |
| R Squared Ltd | History | Added to | 20,245 | 76 | 0.04% | 0.03% | 68 | +5,365 | 36.06% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 19,594 | 74 | 0.0% | — | 70 | +19,594 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 18,738 | 71 | 0.0% | — | 71 | +18,738 | New | Q4 2025 | Feb 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,945 | 71 | 0.0% | 0.0% | 72 | +3,958 | 26.41% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 18,400 | 69 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 17,194 | 65 | 0.0% | 0.0% | 74 | +5,039 | 41.46% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 16,325 | 62 | 0.0% | 0.0% | 75 | -52,313 | -76.22% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 16,330 | 62 | 0.0% | 0.0% | 77 | +9,851 | 152.05% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 16,076 | 62 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 15,240 | 57 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 14,833 | 56 | 0.0% | 0.0% | 79 | +670 | 4.73% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 13,235 | 50 | 0.0% | 0.0% | 80 | +3,115 | 30.78% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,966 | 49 | 0.0% | — | 81 | +12,966 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,687 | 48 | 0.0% | 0.0% | 82 | +610 | 5.05% | Q4 2025 | Feb 11, 2026 |
| Centiva Capital, LP | History | Reduced | 12,185 | 46 | 0.0% | 0.0% | 83 | -13,995 | -53.46% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 11,000 | 41 | 0.0% | 0.0% | 84 | -41,800 | -79.17% | Q4 2025 | Feb 17, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 11,050 | 41 | 0.0% | — | 85 | +11,050 | New | Q4 2025 | Feb 17, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 10,797 | 41 | 0.02% | 0.03% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | No change | 10,596 | 40 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Focus Partners Wealth | History | Reduced | 10,386 | 39 | 0.0% | 0.0% | 88 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | New | 9,365 | 35 | 0.0% | — | 89 | +9,365 | New | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,652 | 32 | 0.0% | 0.0% | 90 | +2,276 | 35.7% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | Reduced | 8,056 | 30 | 0.0% | 0.01% | 91 | -463 | -5.43% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,271 | 27 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 4,495 | 17 | 0.0% | 0.0% | 93 | +990 | 28.25% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,263 | 12 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,873 | 10 | 0.0% | 0.0% | 95 | +188 | 7.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | New | 2,490 | 9 | 0.0% | — | 98 | +2,490 | New | Q4 2025 | Mar 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,515 | 9 | 0.0% | 0.0% | 97 | +519 | 26.0% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,465 | 9 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 1,800 | 6 | 0.0% | — | 99 | +1,800 | New | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 1,284 | 5 | 0.0% | 0.0% | 100 | +192 | 17.58% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 925 | 3 | 0.0% | 0.0% | 101 | -578 | -38.46% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 991 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 680 | 2 | 0.0% | — | 104 | +680 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 767 | 2 | 0.0% | 0.0% | 103 | +236 | 44.44% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 500 | 1 | 0.0% | 0.0% | 106 | -10,340 | -95.39% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | New | 357 | 1 | 0.0% | — | 105 | +357 | New | Q4 2025 | Feb 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 350 | 1 | 0.0% | 0.0% | 110 | -125 | -26.32% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 374 | 1 | 0.0% | 0.0% | 107 | +122 | 48.41% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 450 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 344 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Asset Planning,Inc | History | No change | 300 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oldfield Partners LLP | History | Closed out | 0 | 0 | — | 0.34% | — | -207,200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| G2 Investment Partners Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -177,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -142,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cruiser Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 1.01% | — | -98,000 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -43,013 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH EFFECTS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,104 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,641 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,018 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 81 | 0 | — | 0.0% | — | -1,300 | -94.13% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 213 | 0 | — | — | — | +213 | New | Q4 2025 | Feb 06, 2026 |
| OPTIMA CAPITAL LLC | History | New | 126 | 0 | — | — | — | +126 | New | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -106 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Added to | 110 | 0 | — | — | — | +99 | 900.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 211 | 0 | — | 0.0% | — | -6 | -2.76% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Advocates LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |