European Wax Center, Inc. - EWCZ
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENERAL ATLANTIC, L.P. | History | No change | 13,110,492 | 47,197 | 1.64% | 1.57% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,367,194 | 8,521 | 0.0% | 0.0% | 2 | +21,302 | 0.91% | Q4 2025 | Feb 12, 2026 |
| Ararat Capital Management LP | History | Reduced | 2,140,700 | 7,706 | 3.8% | 6.66% | 3 | -974,067 | -31.27% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,942,439 | 6,992 | 0.0% | 0.0% | 4 | +40,061 | 2.11% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,824,795 | 6,569 | 0.0% | 0.0% | 5 | -93,935 | -4.9% | Q4 2025 | Feb 17, 2026 |
| Veradace Capital Management LLC | History | New | 1,811,770 | 6,522 | 3.99% | — | 6 | +1,811,770 | New | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 1,500,493 | 5,401 | 0.0% | 0.0% | 7 | +1,191,987 | 386.37% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 1,406,661 | 5,063 | 0.14% | 0.17% | 8 | +16,831 | 1.21% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,186,946 | 4,273 | 0.0% | 0.0% | 9 | +276,302 | 30.34% | Q4 2025 | Mar 25, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 975,689 | 3,512 | 0.01% | 0.0% | 10 | +290,049 | 42.3% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 806,639 | 2,903 | 0.0% | 0.0% | 11 | +115,076 | 16.64% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 734,933 | 2,646 | 0.0% | 0.0% | 12 | -18,347 | -2.44% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 684,187 | 2,463 | 0.0% | 0.0% | 13 | -6,856 | -0.99% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 655,720 | 2,360 | 0.0% | 0.0% | 14 | -21,391 | -3.16% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 409,155 | 1,472 | 0.0% | 0.0% | 15 | -72,361 | -15.03% | Q4 2025 | Feb 12, 2026 |
| Kazazian Asset Management, LLC | History | Added to | 342,000 | 1,231 | 1.3% | 1.61% | 16 | +7,000 | 2.09% | Q4 2025 | Feb 09, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Added to | 326,152 | 1,174 | 0.77% | 0.32% | 17 | +194,574 | 147.88% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 257,813 | 928 | 0.0% | 0.0% | 18 | +139,520 | 117.94% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 253,011 | 910 | 0.0% | 0.0% | 19 | -314,980 | -55.46% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 251,678 | 906 | 0.0% | 0.0% | 20 | -25,073 | -9.06% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 243,100 | 875 | 0.0% | 0.0% | 21 | -132,800 | -35.33% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 220,156 | 792 | 0.0% | 0.0% | 22 | -22,767 | -9.37% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 212,418 | 764 | 0.0% | 0.0% | 23 | +87,401 | 69.91% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Added to | 207,204 | 745 | 0.0% | 0.0% | 24 | +9,031 | 4.56% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 206,513 | 743 | 0.08% | 0.07% | 25 | +54,526 | 35.88% | Q4 2025 | Feb 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 187,345 | 674 | 0.0% | 0.0% | 26 | +46,209 | 32.74% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 180,651 | 650 | 0.0% | 0.0% | 27 | +50,900 | 39.23% | Q4 2025 | Feb 13, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 172,018 | 619 | 0.13% | 0.06% | 28 | +121,060 | 237.57% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 162,779 | 586 | 0.0% | 0.0% | 29 | -203,476 | -55.56% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 159,000 | 572 | 0.0% | 0.0% | 30 | -42,015 | -20.9% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 135,177 | 486 | 0.0% | 0.0% | 31 | +39,569 | 41.39% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 128,971 | 464 | 0.0% | 0.0% | 32 | +17,439 | 15.64% | Q4 2025 | Feb 19, 2026 |
| Legato Capital Management LLC | History | New | 121,060 | 435 | 0.04% | — | 33 | +121,060 | New | Q4 2025 | Feb 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 107,265 | 386 | 0.09% | — | 34 | +107,265 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 100,425 | 361 | 0.0% | 0.0% | 35 | +40,260 | 66.92% | Q4 2025 | Feb 17, 2026 |
| Marathon Partners Equity Management, LLC | History | Reduced | 100,000 | 360 | 0.36% | 0.36% | 36 | -25,000 | -20.0% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 96,339 | 346 | 0.0% | 0.0% | 37 | -129 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 91,541 | 329 | 0.0% | 0.0% | 38 | -97,017 | -51.45% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 84,917 | 305 | 0.0% | 0.0% | 39 | -43,530 | -33.89% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 83,640 | 301 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 79,745 | 287 | 0.0% | — | 41 | +79,745 | New | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 77,517 | 279 | 0.01% | 0.03% | 42 | -12,079 | -13.48% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 73,711 | 265 | 0.0% | — | 43 | +73,711 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 72,549 | 261 | 0.0% | 0.0% | 44 | +1,339 | 1.88% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 70,086 | 252 | 0.0% | 0.0% | 45 | -195,434 | -73.6% | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 65,916 | 237 | 0.0% | 0.0% | 47 | +18,078 | 37.79% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 66,282 | 237 | 0.0% | 0.0% | 46 | +11,833 | 21.73% | Q4 2025 | Mar 20, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 62,000 | 223 | 0.0% | — | 48 | +62,000 | New | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 60,723 | 219 | 0.0% | 0.01% | 49 | -18,232 | -23.09% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 60,300 | 217 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 55,880 | 201 | 0.0% | 0.0% | 51 | -81,705 | -59.39% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 53,398 | 192 | 0.0% | 0.0% | 52 | +6,185 | 13.1% | Q4 2025 | Feb 13, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 46,963 | 187 | 0.04% | 0.05% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 50,000 | 180 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 50,074 | 180 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 48,130 | 173 | 0.0% | 0.0% | 56 | -23,783 | -33.07% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 43,952 | 158 | 0.01% | 0.01% | 57 | +15 | 0.03% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 36,600 | 131 | 0.0% | 0.0% | 58 | -156,700 | -81.07% | Q4 2025 | Feb 17, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 36,344 | 130 | 0.02% | 0.15% | 59 | -204,423 | -84.9% | Q4 2025 | Feb 11, 2026 |
| PharVision Advisers, LLC | History | Added to | 34,788 | 125 | 0.06% | 0.07% | 60 | +4,332 | 14.22% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 31,996 | 115 | 0.0% | 0.0% | 61 | +13,781 | 75.66% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,775 | 110 | 0.0% | 0.0% | 62 | +9,984 | 48.02% | Q4 2025 | Feb 11, 2026 |
| R Squared Ltd | History | Added to | 30,486 | 109 | 0.05% | 0.02% | 63 | +18,734 | 159.41% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 27,842 | 100 | 0.0% | 0.0% | 64 | -740 | -2.59% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 27,402 | 99 | 0.0% | 0.0% | 65 | +4,944 | 22.01% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | No change | 25,995 | 93 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 25,124 | 90 | 0.0% | 0.0% | 67 | -222,261 | -89.84% | Q4 2025 | Jan 22, 2026 |
| SG Americas Securities, LLC | History | New | 23,951 | 86 | 0.0% | — | 68 | +23,951 | New | Q4 2025 | Jan 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 20,920 | 75 | 0.0% | 0.0% | 69 | +10,706 | 104.82% | Q4 2025 | Jan 23, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 19,809 | 71 | 0.0% | 0.0% | 70 | -3,602 | -15.39% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 19,996 | 71 | 0.0% | 0.0% | 71 | +2,283 | 12.89% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 18,536 | 66 | 0.0% | 0.0% | 72 | -15,408 | -45.39% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 17,291 | 64 | 0.0% | 0.0% | 73 | -64,061 | -78.75% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,028 | 60 | 0.0% | 0.0% | 74 | +505 | 3.48% | Q4 2025 | Jan 08, 2026 |
| Jain Global LLC | History | New | 16,226 | 58 | 0.0% | — | 76 | +16,226 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 16,319 | 58 | 0.0% | 0.0% | 75 | +5,436 | 49.95% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 15,255 | 55 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,698 | 52 | 0.0% | 0.0% | 78 | +2,442 | 19.92% | Q4 2025 | Feb 11, 2026 |
| SMART Wealth LLC | History | New | 13,793 | 49 | 0.01% | — | 79 | +13,793 | New | Q4 2025 | Jan 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,544 | 48 | 0.0% | 0.0% | 80 | -155 | -1.13% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,926 | 46 | 0.0% | 0.0% | 81 | -1,037 | -7.43% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,758 | 45 | 0.0% | 0.0% | 82 | +1,658 | 14.94% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 12,325 | 44 | 0.0% | 0.0% | 83 | -1,469 | -10.65% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,000 | 43 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | New | 11,175 | 40 | 0.0% | — | 85 | +11,175 | New | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,247 | 36 | 0.0% | 0.0% | 86 | -15,545 | -60.27% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,121 | 25 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,501 | 23 | 0.0% | 0.0% | 88 | +536 | 8.99% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | New | 6,126 | 22 | 0.0% | — | 89 | +6,126 | New | Q4 2025 | Jan 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,368 | 12 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 3,086 | 11 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,852 | 10 | 0.0% | 0.0% | 93 | -1,780 | -38.43% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,779 | 10 | 0.0% | 0.0% | 92 | -242 | -8.01% | Q4 2025 | Jan 15, 2026 |
| Quarry LP | History | Reduced | 2,644 | 9 | 0.0% | 0.0% | 94 | -3,105 | -54.01% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,000 | 7 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,795 | 6 | 0.0% | 0.0% | 96 | -659 | -26.85% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,555 | 5 | 0.0% | — | 97 | +1,555 | New | Q4 2025 | Mar 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,358 | 4 | 0.0% | 0.0% | 98 | +99 | 7.86% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 819 | 3 | 0.0% | — | 101 | +819 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 918 | 3 | 0.0% | 0.0% | 100 | -243 | -20.93% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 988 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 661 | 2 | 0.0% | 0.0% | 102 | -1,495 | -69.34% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | New | 569 | 2 | 0.0% | — | 103 | +569 | New | Q4 2025 | Jan 05, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 500 | 1 | 0.0% | 0.0% | 105 | -1,200 | -70.59% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 313 | 1 | 0.0% | 0.0% | 108 | -141 | -31.06% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 301 | 1 | 0.0% | — | 107 | +112 | 59.26% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 329 | 1 | 0.0% | 0.0% | 104 | +52 | 18.77% | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 262 | 1 | 0.0% | 0.0% | 106 | -4 | -1.5% | Q4 2025 | Jan 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 305 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Optiver Holding B.V. | History | No change | 522 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 3.15% | — | -170,133 | -100.0% | Q3 2025 | Dec 09, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -108,581 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -47,179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,676 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.01% | — | -41,515 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -35,161 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31,987 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -29,484 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.41% | — | -21,338 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 18 | 0 | — | 0.0% | — | -13,095 | -99.86% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 124 | 0 | — | 0.0% | — | -8,563 | -98.57% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,568 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,030 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -762 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | 0.0% | — | -488 | -99.59% | Q4 2025 | Mar 03, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 155 | 0 | — | 0.0% | — | -251 | -61.82% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -218 | -99.54% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 217 | 0 | — | — | — | +217 | New | Q4 2025 | Feb 05, 2026 |
| Avion Wealth | History | New | 142 | 0 | — | — | — | +142 | New | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -129 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -118 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 86 | 0 | — | — | — | +63 | 273.91% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 84 | 0 | — | — | — | +30 | 55.56% | Q4 2025 | Jan 08, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -12 | -92.31% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 212 | 0 | — | — | — | -5 | -2.3% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 111 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 137 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |