Douglas Elliman Inc. - DOUG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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 | 5,009,739 | 11,873 | 0.0% | 0.0% | 1 | +49,692 | 1.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,214,589 | 9,988 | 0.0% | 0.0% | 2 | +31,475 | 0.75% | Q4 2025 | Jan 29, 2026 |
| Clearline Capital LP | History | No change | 3,892,595 | 9,225 | 0.46% | 0.51% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,492,404 | 8,276 | 0.01% | 0.01% | 4 | -233,200 | -6.26% | Q4 2025 | Feb 12, 2026 |
| Moerus Capital Management LLC | History | No change | 2,925,990 | 6,934 | 2.99% | 3.4% | 5 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 2,479,633 | 5,876 | 0.02% | 0.02% | 6 | +5,190 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Portolan Capital Management, LLC | History | No change | 2,353,950 | 5,578 | 0.3% | 0.36% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,174,632 | 5,153 | 0.0% | 0.0% | 8 | +21,881 | 1.02% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,749,768 | 4,147 | 0.0% | 0.0% | 9 | +7,411 | 0.43% | Q4 2025 | Feb 09, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 1,615,871 | 3,829 | 0.01% | 0.01% | 10 | -10,000 | -0.62% | Q4 2025 | Feb 04, 2026 |
| Saber Capital Managment, LLC | History | New | 1,258,261 | 2,982 | 2.49% | — | 11 | +1,258,261 | New | Q4 2025 | Feb 13, 2026 |
| Truffle Hound Capital, LLC | History | No change | 1,200,000 | 2,844 | 0.74% | 0.96% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,117,914 | 2,649 | 0.0% | 0.0% | 13 | +12,739 | 1.15% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,092,336 | 2,588 | 0.0% | 0.0% | 14 | +4,793 | 0.44% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,021,644 | 2,421 | 0.0% | 0.0% | 15 | -463,724 | -31.22% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 893,245 | 2,116 | 0.04% | 0.05% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 699,560 | 1,657 | 0.0% | 0.01% | 17 | -33,795 | -4.61% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 633,746 | 1,501 | 0.0% | 0.0% | 18 | +51,754 | 8.89% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 520,866 | 1,234 | 0.0% | 0.0% | 19 | -61,830 | -10.61% | Q4 2025 | Feb 17, 2026 |
| Cullen Capital Management, LLC | History | Added to | 488,258 | 1,157 | 0.01% | 0.01% | 20 | +49,398 | 11.26% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 474,882 | 1,125 | 0.0% | 0.0% | 21 | +212,356 | 80.89% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 467,499 | 1,107 | 0.0% | 0.0% | 22 | +331,063 | 242.65% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 389,900 | 924 | 0.0% | 0.0% | 23 | -140,879 | -26.54% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 340,500 | 806 | 0.07% | 0.09% | 24 | +25,000 | 7.92% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 338,781 | 802 | 0.0% | 0.0% | 25 | -5,428 | -1.58% | Q4 2025 | Feb 17, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 320,608 | 759 | 0.5% | 0.63% | 26 | -15,000 | -4.47% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 279,273 | 661 | 0.0% | 0.0% | 27 | +39,990 | 16.71% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 262,715 | 622 | 0.0% | 0.0% | 28 | -10,700 | -3.91% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 224,325 | 531 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 204,007 | 484 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 190,737 | 452 | 0.0% | 0.0% | 31 | -1,431 | -0.74% | Q4 2025 | Feb 10, 2026 |
| CastleKnight Management LP | History | No change | 177,064 | 419 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 169,383 | 401 | 0.0% | 0.0% | 33 | +137,029 | 423.53% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 159,213 | 377 | 0.0% | 0.0% | 34 | -42,232 | -20.96% | Q4 2025 | Feb 19, 2026 |
| CLIFFORD CAPITAL PARTNERS LLC | History | Added to | 156,829 | 371 | 0.06% | 0.05% | 35 | +51,396 | 48.75% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 114,996 | 272 | 0.0% | 0.0% | 36 | +11,833 | 11.47% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 112,788 | 267 | 0.0% | 0.0% | 37 | +24,305 | 27.47% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 106,698 | 252 | 0.0% | 0.0% | 38 | -74,883 | -41.24% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | New | 101,782 | 241 | 0.0% | — | 39 | +101,782 | New | Q4 2025 | Feb 02, 2026 |
| Nuveen, LLC | History | No change | 95,338 | 225 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 88,825 | 210 | 0.0% | 0.0% | 41 | +2,368 | 2.74% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 88,312 | 209 | 0.0% | 0.0% | 42 | +33,060 | 59.83% | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 75,890 | 179 | 0.0% | 0.0% | 43 | -14,850 | -16.37% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 73,764 | 174 | 0.0% | 0.0% | 44 | -83,128 | -52.98% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 72,232 | 171 | 0.0% | 0.0% | 45 | -32,720 | -31.18% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 62,917 | 149 | 0.0% | 0.0% | 46 | +4,175 | 7.11% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 60,535 | 143 | 0.0% | 0.0% | 47 | -399 | -0.65% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 60,212 | 142 | 0.0% | — | 48 | +60,212 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 55,329 | 131 | 0.0% | 0.0% | 49 | -17,917 | -24.46% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 50,029 | 118 | 0.0% | 0.0% | 50 | +28,082 | 127.95% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 45,780 | 108 | 0.0% | 0.0% | 51 | +28,194 | 160.32% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 43,674 | 103 | 0.0% | 0.0% | 52 | -3,894 | -8.19% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Reduced | 42,407 | 100 | 0.0% | 0.03% | 53 | -173,529 | -80.36% | Q4 2025 | Feb 17, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 40,629 | 96 | 0.01% | — | 54 | +40,629 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 40,400 | 95 | 0.0% | — | 55 | +40,400 | New | Q4 2025 | Feb 17, 2026 |
| Belvedere Trading LLC | History | No change | 37,900 | 89 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 34,907 | 82 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 34,300 | 81 | 0.0% | 0.0% | 58 | +28,503 | 491.69% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 34,539 | 81 | 0.0% | 0.0% | 59 | -13,591 | -28.24% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 34,082 | 80 | 0.0% | 0.0% | 60 | -323 | -0.94% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,200 | 76 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 31,856 | 75 | 0.0% | 0.0% | 63 | -4,513 | -12.41% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 31,944 | 75 | 0.0% | 0.0% | 62 | -4,292 | -11.84% | Q4 2025 | Feb 18, 2026 |
| Abel Hall, LLC | History | New | 31,590 | 74 | 0.02% | — | 64 | +31,590 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 26,246 | 62 | 0.0% | 0.0% | 65 | -18,353 | -41.15% | Q4 2025 | Feb 12, 2026 |
| Cherokee Insurance Co | History | Reduced | 25,590 | 60 | 0.02% | 0.06% | 67 | -25,118 | -49.53% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 25,724 | 60 | 0.0% | 0.0% | 66 | +391 | 1.54% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 23,477 | 55 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 22,846 | 54 | 0.0% | 0.0% | 69 | -16,170 | -41.44% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 21,929 | 51 | 0.0% | — | 70 | +21,929 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 19,289 | 45 | 0.0% | 0.0% | 71 | -1,262 | -6.14% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 18,800 | 44 | 0.0% | 0.0% | 72 | +2,900 | 18.24% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 18,301 | 43 | 0.0% | 0.0% | 73 | -4,436 | -19.51% | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 18,500 | 43 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EntryPoint Capital, LLC | History | New | 16,845 | 39 | 0.02% | — | 75 | +16,845 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,748 | 37 | 0.0% | 0.0% | 76 | -8,236 | -34.34% | Q4 2025 | Feb 05, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 16,000 | 37 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Virtu Financial LLC | History | New | 15,384 | 36 | 0.0% | — | 78 | +15,384 | New | Q4 2025 | Feb 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 15,000 | 35 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 14,483 | 34 | 0.0% | — | 80 | +14,483 | New | Q4 2025 | Jan 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 14,021 | 33 | 0.0% | 0.0% | 81 | +176 | 1.27% | Q4 2025 | Feb 13, 2026 |
| PFS Partners, LLC | History | No change | 14,197 | 33 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| STRS OHIO | History | No change | 13,800 | 32 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 13,912 | 32 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Added to | 13,376 | 31 | 0.0% | 0.0% | 85 | +838 | 6.68% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 11,053 | 31 | 0.0% | 0.0% | 86 | +5 | 0.05% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,569 | 30 | 0.0% | 0.0% | 87 | +315 | 2.57% | Q4 2025 | Jan 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 12,743 | 30 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 12,371 | 29 | 0.0% | 0.0% | 89 | +2,284 | 22.64% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,500 | 24 | 0.0% | 0.0% | 90 | -3,500 | -25.0% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 7,976 | 18 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 7,526 | 17 | 0.0% | 0.0% | 92 | -11,716 | -60.89% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,199 | 17 | 0.0% | 0.0% | 94 | +5 | 0.07% | Q4 2025 | Feb 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,487 | 17 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,632 | 15 | 0.0% | 0.0% | 96 | -618 | -8.52% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 6,664 | 15 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 6,380 | 15 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIRST HORIZON CORP | History | Added to | 6,218 | 14 | 0.0% | 0.0% | 98 | +2,130 | 52.1% | Q4 2025 | Jan 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,227 | 10 | 0.0% | 0.0% | 100 | -833 | -16.46% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 4,513 | 10 | 0.0% | 0.0% | 99 | -66 | -1.44% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,962 | 9 | 0.0% | — | 101 | +3,962 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | New | 3,363 | 7 | 0.0% | — | 102 | +3,363 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,304 | 5 | 0.0% | 0.0% | 103 | -200 | -7.99% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,026 | 4 | 0.0% | 0.0% | 104 | -1,399 | -40.85% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,174 | 3 | 0.0% | — | 106 | +1,061 | 938.94% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 1,659 | 3 | 0.0% | 0.0% | 105 | +777 | 88.1% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 801 | 2 | 0.0% | — | 107 | +801 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 499 | 1 | 0.0% | — | 110 | +498 | 49800.0% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 490 | 1 | 0.0% | 0.0% | 108 | -361 | -42.42% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 544 | 1 | 0.0% | 0.0% | 109 | +25 | 4.82% | Q4 2025 | Feb 03, 2026 |
| Senvest Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -469,334 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.08% | — | -253,621 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.09% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -44,525 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,176 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -40,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -29,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -17,865 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,699 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allworth Financial LP | History | New | 362 | 0 | — | — | — | +362 | New | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -354 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -285 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Arax Advisory Partners | History | Reduced | 8 | 0 | — | — | — | -214 | -96.4% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 33 | 0 | — | — | — | -177 | -84.29% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q3 2025 | Oct 21, 2025 |
| EverSource Wealth Advisors, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 139 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Scarborough Advisors, LLC | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newton One Investments LLC | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 223 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |