Dakota Gold Corp. - DC

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.

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
BlackRock, Inc. History Added to 6,133,145 34,836 0.0% 0.0% 1 +379,451 6.59% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 5,209,102 29,587 0.0% 0.0% 2 +394,779 8.2% Q4 2025 Jan 29, 2026
Orion Resource Partners LP History Reduced 5,181,766 29,432 14.47% 11.87% 3 -2,000,000 -27.85% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Reduced 3,164,177 17,973 0.01% 0.01% 4 -234,604 -6.9% Q4 2025 Feb 13, 2026
Euro Pacific Asset Management, LLC History Added to 3,051,484 17,243 1.91% 1.47% 5 +374,404 13.99% Q4 2025 Jan 21, 2026
FRANKLIN RESOURCES INC History Added to 2,955,377 16,786 0.0% 0.0% 6 +160,300 5.74% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,004,657 11,389 0.0% 0.0% 7 +84,031 4.38% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 1,577,664 8,961 0.0% 0.0% 8 +88,171 5.92% Q4 2025 Feb 13, 2026
Amundi History No change 1,500,000 8,520 0.0% 0.0% 9 0 0.0% Q4 2025 Feb 17, 2026
Nokomis Capital, L.L.C. History New 1,480,885 8,411 1.99% 10 +1,480,885 New Q4 2025 Feb 17, 2026
Trek Financial, LLC History Reduced 1,173,142 6,663 0.39% 0.33% 11 -52,934 -4.32% Q4 2025 Feb 04, 2026
SPROTT INC. History Added to 1,128,675 6,410 0.22% 0.17% 12 +41,629 3.83% Q4 2025 Feb 12, 2026
MARSHALL WACE, LLP History Reduced 1,102,781 6,263 0.01% 0.01% 13 -371,707 -25.21% Q4 2025 Feb 13, 2026
DONALD SMITH & CO., INC. History No change 1,080,000 6,134 0.11% 0.1% 14 0 0.0% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 991,156 5,630 0.0% 0.0% 15 +123,319 14.21% Q4 2025 Feb 12, 2026
Fiscal Wisdom Wealth Management, LLC History Reduced 768,832 4,366 4.11% 3.46% 16 -83,970 -9.85% Q4 2025 Jan 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 723,920 4,111 0.0% 0.0% 17 +391,903 118.04% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 690,828 3,923 0.01% 0.01% 18 +51,053 7.98% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Reduced 649,893 3,691 0.0% 0.0% 19 -23,160 -3.44% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 607,440 3,450 0.0% 0.0% 20 +348,656 134.73% Q4 2025 Feb 17, 2026
Groupe la Francaise History No change 550,000 3,136 0.04% 0.03% 21 0 0.0% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 542,712 3,082 0.0% 0.0% 22 +487,891 889.97% Q4 2025 Feb 19, 2026
CI INVESTMENTS INC. History Reduced 421,172 2,392 0.01% 0.01% 23 -287,000 -40.53% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 386,657 2,196 0.0% 10.33% 24 -102,217 -20.91% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 331,050 1,880 0.0% 0.0% 25 +22,553 7.31% Q4 2025 Mar 25, 2026
MORGAN STANLEY History Added to 327,368 1,859 0.0% 0.0% 26 +55,366 20.35% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 283,560 1,610 0.0% 0.0% 27 +181,351 177.43% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 282,293 1,603 0.0% 0.0% 28 -83,643 -22.86% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 281,427 1,598 0.0% 0.0% 29 +6,518 2.37% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 279,817 1,589 0.0% 0.0% 30 -8,164 -2.83% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 255,553 1,451 0.0% 0.0% 31 +53,974 26.78% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 248,600 1,412 0.0% 0.01% 32 -674,387 -73.07% Q4 2025 Feb 12, 2026
Nuveen, LLC History No change 244,850 1,390 0.0% 0.0% 33 0 0.0% Q4 2025 Feb 12, 2026
GSA CAPITAL PARTNERS LLP History Added to 231,797 1,317 0.11% 0.0% 34 +221,645 2183.26% Q4 2025 Feb 06, 2026
RHUMBLINE ADVISERS History Reduced 209,327 1,188 0.0% 0.0% 35 -14,064 -6.3% Q4 2025 Feb 13, 2026
Hartree Partners, LP History No change 203,002 1,153 0.42% 0.32% 36 0 0.0% Q4 2025 Feb 17, 2026
MEDICI CAPITAL LLC History Added to 198,321 1,126 0.9% 0.24% 37 +126,000 174.22% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 188,458 1,070 0.0% 0.0% 38 -3,500 -1.82% Q4 2025 Feb 10, 2026
Vestcor Inc History Reduced 180,230 1,024 0.03% 0.07% 39 -355,800 -66.38% Q4 2025 Feb 11, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 174,457 990 0.01% 0.01% 40 +33,164 23.47% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 158,193 898 0.0% 0.0% 41 +118,276 296.3% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History Added to 150,138 852 0.0% 0.0% 42 +16,711 12.52% Q4 2025 Feb 17, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 140,404 797 0.02% 0.01% 43 +20,012 16.62% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 139,584 792 0.0% 0.0% 44 +16,405 13.32% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 128,407 729 0.0% 0.0% 45 +3,224 2.58% Q4 2025 Feb 11, 2026
Knoll Capital Management, LLC History No change 122,921 698 0.32% 0.3% 46 0 0.0% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 120,964 687 0.0% 0.0% 47 +45,090 59.43% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 103,348 587 0.0% 0.0% 48 +84,799 457.16% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 101,260 579 0.0% 0.0% 49 -3,410 -3.26% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 97,627 554 0.0% 0.0% 50 +57,856 145.47% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 90,000 521 0.0% 0.0% 51 0 0.0% Q4 2025 Jan 28, 2026
BANK OF MONTREAL /CAN/ History Reduced 88,870 514 0.0% 0.0% 52 -2,306 -2.53% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 80,778 458 0.0% 0.0% 53 +9,800 13.81% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 75,001 426 0.0% 0.0% 54 +3,498 4.89% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 71,351 406 0.0% 55 +71,351 New Q4 2025 Feb 17, 2026
Ethic Inc. History Reduced 64,873 368 0.01% 0.01% 56 -10,677 -14.13% Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History Reduced 63,900 362 0.0% 0.0% 57 -15,100 -19.11% Q4 2025 Jan 27, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 63,106 358 0.0% 58 +63,106 New Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 61,741 350 0.0% 0.0% 59 +35,263 133.18% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 58,540 332 0.0% 0.0% 60 +16,950 40.75% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Reduced 57,501 326 0.01% 0.01% 61 -61,194 -51.56% Q4 2025 Feb 10, 2026
Orion Porfolio Solutions, LLC History New 55,725 316 0.0% 62 +55,725 New Q4 2025 Feb 12, 2026
Pacific Point Advisors, LLC History New 53,246 302 0.16% 63 +53,246 New Q4 2025 Jan 21, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 52,736 299 0.14% 0.12% 64 0 0.0% Q4 2025 Jan 29, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 51,986 296 0.0% 0.0% 65 +6,083 13.25% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 51,947 295 0.0% 0.0% 66 -75,719 -59.31% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History New 51,930 294 0.07% 67 +51,930 New Q4 2025 Mar 03, 2026
D. E. Shaw & Co., Inc. History New 48,947 278 0.0% 68 +48,947 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History New 46,890 266 0.0% 69 +46,890 New Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 45,552 258 0.0% 0.0% 70 -4,538 -9.06% Q4 2025 Jan 29, 2026
MetLife Investment Management, LLC History Reduced 42,308 240 0.0% 0.0% 71 -9,721 -18.68% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 41,579 236 0.0% 0.0% 72 +2,178 5.53% Q4 2025 Feb 17, 2026
Creative Planning History Added to 40,960 232 0.0% 0.0% 73 +17,325 73.3% Q4 2025 Feb 17, 2026
Abacus Planning Group, Inc. History No change 40,160 228 0.03% 0.03% 74 0 0.0% Q4 2025 Jan 16, 2026
ExodusPoint Capital Management, LP History New 37,626 213 0.0% 75 +37,626 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 37,456 212 0.0% 0.0% 76 +6,121 19.53% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 35,040 199 0.0% 0.0% 77 -5,055 -12.61% Q4 2025 Feb 10, 2026
Colonial River Investments, LLC History New 31,250 177 0.06% 79 +31,250 New Q4 2025 Feb 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 31,250 177 0.0% 80 +31,250 New Q4 2025 Feb 19, 2026
Symmetry Partners, LLC History Reduced 31,300 177 0.01% 0.02% 78 -6,202 -16.54% Q4 2025 Jan 27, 2026
AEGIS FINANCIAL CORP History No change 30,000 170 0.04% 0.05% 81 0 0.0% Q4 2025 Feb 12, 2026
Virtu Financial LLC History Added to 29,351 167 0.01% 0.0% 82 +15,523 112.26% Q4 2025 Feb 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 28,408 161 0.0% 83 +28,408 New Q4 2025 Feb 13, 2026
Tradition Wealth Management, LLC History Added to 27,309 155 0.01% 0.01% 84 +7,600 38.56% Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 24,859 141 0.0% 0.0% 85 0 0.0% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History New 20,322 115 0.0% 86 +20,322 New Q4 2025 Feb 13, 2026
AXQ CAPITAL, LP History Reduced 20,344 115 0.03% 0.07% 87 -17,922 -46.84% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Added to 19,900 113 0.0% 0.0% 88 +7,100 55.47% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History New 19,509 111 0.0% 89 +19,509 New Q4 2025 Jan 09, 2026
Quantinno Capital Management LP History New 18,830 106 0.0% 90 +18,830 New Q4 2025 Feb 17, 2026
Jain Global LLC History New 18,743 106 0.0% 91 +18,743 New Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 18,421 104 0.0% 0.0% 92 -17,367 -48.53% Q4 2025 Feb 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 18,251 103 0.0% 0.0% 93 +1,766 10.71% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History New 17,808 101 0.0% 94 +17,808 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 17,523 99 0.0% 0.0% 95 0 0.0% Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 17,122 97 0.0% 0.0% 96 0 0.0% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Added to 16,332 92 0.0% 0.0% 97 +1,615 10.97% Q4 2025 Feb 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 15,779 89 0.0% 98 +15,779 New Q4 2025 Feb 17, 2026
FMR LLC History Reduced 15,636 88 0.0% 0.0% 99 -1,360,547 -98.86% Q4 2025 Feb 17, 2026
Ellevest, Inc. History Reduced 15,282 86 0.01% 0.01% 100 -1,069 -6.54% Q4 2025 Feb 10, 2026
IEQ CAPITAL, LLC History No change 15,000 85 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 14,249 80 0.0% 102 +14,249 New Q4 2025 Feb 17, 2026
Wealth Preservation Advisors, LLC History New 14,241 80 0.04% 103 +14,241 New Q4 2025 Feb 23, 2026
Avantax Planning Partners, Inc. History No change 13,600 77 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 05, 2026
Brookstone Capital Management History New 13,350 75 0.0% 105 +13,350 New Q4 2025 Jan 15, 2026
TWO SIGMA ADVISERS, LP History Reduced 13,200 74 0.0% 0.0% 106 -55,600 -80.81% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 12,900 73 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History New 12,820 72 0.0% 108 +12,820 New Q4 2025 Feb 04, 2026
D.A. DAVIDSON & CO. History Reduced 12,637 71 0.0% 0.0% 109 -9,737 -43.52% Q4 2025 Jan 29, 2026
Financial Engines Advisors L.L.C. History No change 10,000 56 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Reduced 9,142 51 0.0% 0.0% 111 -424 -4.43% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,976 45 0.0% 0.0% 112 +4,052 103.26% Q4 2025 Feb 17, 2026
Bruce G. Allen Investments, LLC History No change 7,632 43 0.03% 0.02% 113 0 0.0% Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 40,000 41 0.02% 115 +40,000 New Q4 2025 Feb 18, 2026
Ameritas Investment Partners, Inc. History Reduced 7,393 41 0.0% 0.0% 114 -1,395 -15.87% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Added to 7,203 40 0.0% 0.0% 117 +3,703 105.8% Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 7,070 40 0.0% 0.0% 116 0 0.0% Q4 2025 Jan 15, 2026
Tower Research Capital LLC (TRC) History Added to 6,566 37 0.0% 0.0% 118 +335 5.38% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 5,516 31 0.0% 0.0% 119 +173 3.24% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 5,112 29 0.0% 0.0% 120 -483 -8.63% Q4 2025 Jan 26, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 4,879 27 0.0% 0.0% 121 +2,572 111.49% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 3,838 21 0.0% 0.0% 122 -1,171 -23.38% Q4 2025 Feb 12, 2026
FEDERATED HERMES, INC. History Added to 3,555 20 0.0% 0.0% 123 +10 0.28% Q4 2025 Feb 12, 2026
MCGUIRE CAPITAL ADVISORS INC History New 2,832 16 0.01% 125 +2,832 New Q4 2025 Feb 19, 2026
AMALGAMATED BANK History Added to 2,814 16 0.0% 0.0% 124 +399 16.52% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,694 15 0.0% 0.0% 126 +1,859 222.63% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History Added to 2,500 14 0.0% 0.0% 127 +500 25.0% Q4 2025 Jan 13, 2026
CITIGROUP INC History Reduced 2,407 13 0.0% 0.0% 128 -8,966 -78.84% Q4 2025 Feb 13, 2026
WealthCollab, LLC History New 2,223 12 0.0% 130 +2,223 New Q4 2025 Jan 27, 2026
Cornerstone Planning Group LLC History Added to 1,819 12 0.0% 0.01% 129 +1,418 353.62% Q4 2025 Feb 02, 2026
State of Wyoming History Added to 1,612 9 0.0% 0.0% 131 +285 21.48% Q4 2025 Feb 11, 2026
Arax Advisory Partners History Reduced 1,511 8 0.0% 0.0% 132 -1,976 -56.67% Q4 2025 Feb 13, 2026
MAI Capital Management History No change 1,400 7 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Added to 1,101 6 0.0% 0.0% 134 +620 128.9% Q4 2025 Jan 15, 2026
Basepoint Wealth LLC History New 1,000 5 0.0% 136 +1,000 New Q4 2025 Feb 10, 2026
Hurley Capital, LLC History New 984 5 0.0% 135 +984 New Q4 2025 Feb 17, 2026
Stone House Investment Management, LLC History New 820 4 0.0% 137 +820 New Q4 2025 Jan 21, 2026
Sterling Capital Management LLC History Added to 595 3 0.0% 138 +386 184.69% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 690 3 0.0% 0.0% 139 +90 15.0% Q4 2025 Feb 18, 2026
GAMMA Investing LLC History New 518 2 0.0% 143 +518 New Q4 2025 Jan 05, 2026
US BANCORP \DE\ History New 412 2 0.0% 140 +412 New Q4 2025 Jan 30, 2026
AdvisorNet Financial, Inc History No change 500 2 0.0% 0.0% 141 0 0.0% Q4 2025 Jan 20, 2026
True Wealth Design, LLC History No change 415 2 0.0% 0.0% 142 0 0.0% Q4 2025 Jan 08, 2026
SWAN Capital LLC History New 200 1 0.0% 146 +200 New Q4 2025 Feb 12, 2026
Aventura Private Wealth, LLC History New 200 1 0.0% 147 +200 New Q4 2025 Jan 07, 2026
ROTHSCHILD INVESTMENT LLC History Added to 335 1 0.0% 0.0% 144 +10 3.08% Q4 2025 Feb 10, 2026
EverSource Wealth Advisors, LLC History No change 272 1 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 06, 2026
Main Street Group, LTD History Closed out 0 0 0.03% -110,000 -100.0% Q3 2025 Nov 07, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.06% -73,829 -100.0% Q3 2025 Nov 13, 2025
Man Group plc History Closed out 0 0 0.0% -56,357 -100.0% Q3 2025 Nov 14, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.02% -39,810 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -36,070 -100.0% Q3 2025 Nov 12, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -33,764 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -23,400 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.01% -18,931 -100.0% Q3 2025 Nov 14, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -18,854 -100.0% Q3 2025 Nov 14, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.01% -16,227 -100.0% Q3 2025 Nov 14, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.0% -13,324 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 0.0% -12,683 -100.0% Q3 2025 Nov 14, 2025
Banque Cantonale Vaudoise History Closed out 0 0 0.0% -10,158 -100.0% Q3 2025 Nov 13, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.02% -10,104 -100.0% Q3 2025 Nov 14, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -400 -100.0% Q3 2025 Nov 14, 2025
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 -138 -100.0% Q3 2025 Oct 22, 2025
Caitlin John, LLC History Reduced 100 0 -100 -50.0% Q4 2025 Feb 18, 2026
Clearstead Advisors, LLC History Closed out 0 0 -71 -100.0% Q3 2025 Nov 10, 2025
SIGNATUREFD, LLC History Closed out 0 0 -34 -100.0% Q3 2025 Oct 21, 2025
Advisory Services Network, LLC History Closed out 0 0 -19 -100.0% Q3 2025 Nov 18, 2025
Intesa Sanpaolo Wealth Management History New 8 0 +8 New Q4 2025 Feb 12, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History No change 170 0 0 0.0% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History No change 37 0 0 0.0% Q4 2025 Feb 06, 2026