EVOLUTION PETROLEUM CORP - EPM
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 | Reduced | 2,412,080 | 8,538 | 0.0% | 0.0% | 1 | -31,848 | -1.3% | Q4 2025 | Feb 12, 2026 |
| WealthTrust Axiom LLC | History | Added to | 1,948,657 | 6,898 | 1.77% | 2.3% | 2 | +166,624 | 9.35% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,629,128 | 5,767 | 0.0% | 0.0% | 3 | +28,306 | 1.77% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,420,577 | 5,028 | 0.0% | 0.0% | 4 | -11,982 | -0.84% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,062,297 | 3,760 | 0.01% | 0.01% | 5 | +2,300 | 0.22% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,020,878 | 3,613 | 0.0% | 0.0% | 6 | +43,203 | 4.42% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 770,693 | 2,728 | 0.0% | 0.0% | 7 | +296,415 | 62.5% | Q4 2025 | Feb 18, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 756,703 | 2,679 | 0.0% | 0.0% | 8 | +29,101 | 4.0% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 695,174 | 2,460 | 0.0% | 0.0% | 9 | -519 | -0.07% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 659,963 | 2,336 | 0.0% | 0.0% | 10 | +18,897 | 2.95% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 556,190 | 1,968 | 0.12% | 0.21% | 11 | -124,797 | -18.33% | Q4 2025 | Jan 30, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 547,157 | 1,936 | 0.07% | 0.08% | 12 | +76,686 | 16.3% | Q4 2025 | Jan 07, 2026 |
| River Road Asset Management, LLC | History | Reduced | 537,375 | 1,902 | 0.02% | 0.07% | 13 | -757,018 | -58.48% | Q4 2025 | Feb 24, 2026 |
| Register Financial Advisors LLC | History | Added to | 338,147 | 1,197 | 0.47% | 0.6% | 14 | +20,978 | 6.61% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 333,503 | 1,180 | 0.0% | 0.0% | 15 | +296,203 | 794.11% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 306,431 | 1,084 | 0.0% | 0.0% | 16 | -8,893 | -2.82% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 192,923 | 682 | 0.0% | 0.01% | 17 | -31,002 | -13.84% | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth LLC | History | New | 174,275 | 616 | 0.06% | — | 19 | +174,275 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Reduced | 174,275 | 616 | 1.03% | 0.4% | 18 | -2,041 | -1.16% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 144,594 | 511 | 0.0% | 0.0% | 20 | -325,098 | -69.22% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 135,573 | 479 | 0.0% | 0.0% | 21 | +29,916 | 28.31% | Q4 2025 | Mar 25, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 134,561 | 476 | 0.12% | 0.22% | 22 | -36,481 | -21.33% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 129,605 | 458 | 0.01% | 0.01% | 23 | -6,311 | -4.64% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 117,248 | 415 | 0.0% | 0.0% | 24 | +31,871 | 37.33% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 109,843 | 388 | 0.01% | 0.01% | 25 | -7,147 | -6.11% | Q4 2025 | Feb 03, 2026 |
| Point72 Asset Management, L.P. | History | New | 106,387 | 376 | 0.0% | — | 26 | +106,387 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 95,894 | 339 | 0.0% | 0.0% | 27 | -901 | -0.93% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 90,009 | 318 | 0.0% | 0.0% | 28 | -156,614 | -63.5% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 86,123 | 304 | 0.0% | 0.0% | 29 | -8,970 | -9.43% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 81,956 | 290 | 0.0% | 0.0% | 30 | +55,479 | 209.54% | Q4 2025 | Feb 12, 2026 |
| Castleview Partners, LLC | History | New | 78,300 | 277 | 0.14% | — | 31 | +78,300 | New | Q4 2025 | Jan 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 73,809 | 261 | 0.0% | — | 32 | +73,809 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 63,940 | 226 | 0.0% | 0.0% | 33 | +512 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 61,999 | 219 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 58,034 | 205 | 0.0% | 0.0% | 35 | +9,327 | 19.15% | Q4 2025 | Feb 19, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 55,300 | 195 | 0.0% | 0.01% | 36 | -19,033 | -25.61% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 52,998 | 188 | 0.01% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 52,739 | 186 | 0.0% | 0.0% | 38 | +5,121 | 10.75% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 49,788 | 176 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ellevest, Inc. | History | Added to | 48,933 | 173 | 0.02% | 0.02% | 40 | +18,333 | 59.91% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 47,825 | 169 | 0.0% | 0.0% | 41 | -621,331 | -92.85% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 37,474 | 132 | 0.0% | 0.0% | 42 | +19 | 0.05% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 33,503 | 118 | 0.0% | 0.0% | 43 | +26,595 | 384.99% | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 33,355 | 118 | 0.0% | 0.0% | 44 | -3,155 | -8.64% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 31,079 | 110 | 0.0% | — | 45 | +31,079 | New | Q4 2025 | Feb 17, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 30,869 | 109 | 0.07% | 0.09% | 47 | +3,566 | 13.06% | Q4 2025 | Feb 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 30,845 | 109 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 30,596 | 108 | 0.01% | — | 48 | +30,596 | New | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 28,635 | 101 | 0.0% | — | 49 | +28,635 | New | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 27,890 | 98 | 0.0% | 0.0% | 50 | +9,538 | 51.97% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,610 | 87 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,862 | 84 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 23,240 | 82 | 0.0% | 0.01% | 53 | -158 | -0.68% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 22,148 | 78 | 0.0% | 0.0% | 55 | +7,474 | 50.93% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,222 | 78 | 0.0% | 0.0% | 54 | +3,983 | 21.84% | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | New | 21,977 | 77 | 0.0% | — | 56 | +21,977 | New | Q4 2025 | Feb 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 19,784 | 70 | 0.02% | — | 57 | +19,784 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 19,385 | 68 | 0.0% | 0.0% | 58 | -23,225 | -54.51% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 18,700 | 66 | 0.0% | — | 60 | +18,700 | New | Q4 2025 | Feb 23, 2026 |
| CITIGROUP INC | History | Reduced | 18,763 | 66 | 0.0% | 0.0% | 59 | -2,475 | -11.65% | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 18,405 | 65 | 0.0% | — | 61 | +18,405 | New | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 18,328 | 64 | 0.0% | 0.0% | 62 | -6,510 | -26.21% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | No change | 16,299 | 57 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 15,710 | 55 | 0.02% | — | 65 | +15,710 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 15,623 | 55 | 0.0% | — | 66 | +15,623 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 15,280 | 55 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 14,835 | 52 | 0.0% | 0.0% | 67 | -172 | -1.15% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 14,671 | 51 | 0.0% | — | 69 | +14,671 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,573 | 51 | 0.0% | 0.0% | 68 | +226 | 1.58% | Q4 2025 | Feb 11, 2026 |
| Interchange Capital Partners, LLC | History | New | 14,010 | 49 | 0.01% | — | 70 | +14,010 | New | Q4 2025 | Jan 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 13,836 | 48 | 0.0% | — | 71 | +13,836 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 13,261 | 46 | 0.0% | 0.0% | 72 | -1,523 | -10.3% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,300 | 44 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Michels Family Financial, LLC | History | Reduced | 12,300 | 43 | 0.03% | 0.17% | 75 | -34,017 | -73.44% | Q4 2025 | Feb 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,294 | 43 | 0.0% | 0.0% | 74 | -20,570 | -62.59% | Q4 2025 | Feb 17, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 11,850 | 41 | 0.03% | 0.04% | 76 | +200 | 1.72% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 11,292 | 39 | 0.0% | 0.0% | 77 | -3,453 | -23.42% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,089 | 39 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | New | 10,704 | 37 | 0.0% | — | 79 | +10,704 | New | Q4 2025 | Jan 29, 2026 |
| Metis Global Partners, LLC | History | No change | 10,193 | 36 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | New | 10,123 | 35 | 0.0% | — | 81 | +10,123 | New | Q4 2025 | Feb 12, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | New | 10,093 | 35 | 0.09% | — | 82 | +10,093 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,841 | 27 | 0.0% | 0.0% | 83 | -722 | -8.43% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 6,975 | 24 | 0.0% | 0.0% | 85 | +1,200 | 20.78% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,054 | 24 | 0.0% | 0.0% | 84 | -1,140 | -13.91% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | New | 6,601 | 23 | 0.0% | — | 87 | +6,601 | New | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Reduced | 6,526 | 23 | 0.0% | 0.0% | 86 | -667 | -9.27% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,315 | 22 | 0.0% | 0.0% | 88 | -20,407 | -76.37% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,733 | 20 | 0.0% | 0.0% | 89 | +4,009 | 232.54% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 3,286 | 11 | 0.0% | 0.0% | 90 | -281 | -7.88% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,039 | 10 | 0.0% | 0.0% | 91 | +218 | 7.73% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,843 | 10 | 0.0% | 0.0% | 92 | +93 | 3.38% | Q4 2025 | Jan 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,605 | 9 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,596 | 6 | 0.0% | — | 94 | +1,596 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,929 | 6 | 0.0% | 0.0% | 95 | -13 | -0.67% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 992 | 4 | 0.0% | 0.0% | 97 | -72 | -6.77% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,371 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,009 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 613 | 2 | 0.0% | 0.0% | 99 | -2,523 | -80.45% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 700 | 2 | 0.0% | — | 100 | +700 | New | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 403 | 1 | 0.0% | — | 105 | +265 | 192.03% | Q4 2025 | Jan 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 463 | 1 | 0.0% | 0.0% | 102 | +227 | 96.19% | Q4 2025 | Jan 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 459 | 1 | 0.0% | 0.0% | 106 | +188 | 69.37% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 435 | 1 | 0.0% | 0.0% | 103 | +112 | 34.67% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 392 | 1 | 0.0% | 0.0% | 101 | -7 | -1.75% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 368 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ranger Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.32% | — | -943,820 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CONNORS INVESTOR SERVICES INC | History | Closed out | 0 | 0 | — | 0.02% | — | -42,036 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,042 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,495 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Jackson Hole Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,709 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,439 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,719 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,431 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -12,418 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Regent Peak Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,822 | -100.0% | Q3 2025 | Oct 16, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,963 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,289 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,069 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 281 | 0 | — | 0.0% | — | -216 | -43.46% | Q4 2025 | Feb 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -152 | -100.0% | Q3 2025 | Oct 23, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 12 | 0 | — | — | — | -120 | -90.91% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Legacy Wealth Managment, LLC/ID | History | New | 73 | 0 | — | — | — | +73 | New | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 206 | 0 | — | 0.0% | — | -56 | -21.37% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 100 | 0 | — | — | — | +40 | 66.67% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 59 | 0 | — | — | — | -17 | -22.37% | Q4 2025 | Feb 06, 2026 |
| IMA Advisory Services, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 17 | 0 | — | — | — | +1 | 6.25% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| True Wealth Design, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 184 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |