FUELCELL ENERGY INC - FCEL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Legal & General Group Plc | History | New | 2,893,183 | 21,149 | 0.0% | — | 1 | +2,893,183 | New | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,773,895 | 20,277 | 0.0% | 0.0% | 2 | +1,270,624 | 84.52% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,495,652 | 18,243 | 0.0% | 0.0% | 3 | +1,422,043 | 132.45% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 1,505,430 | 11,004 | 0.0% | 0.0% | 4 | +647,151 | 75.4% | Q4 2025 | Feb 19, 2026 |
| CenterBook Partners LP | History | New | 1,278,746 | 9,347 | 0.46% | — | 5 | +1,278,746 | New | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,219,600 | 8,915 | 0.01% | 0.01% | 6 | +150,600 | 14.09% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,158,940 | 8,471 | 0.0% | 0.0% | 7 | +263,015 | 29.36% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,004,944 | 7,346 | 0.01% | 0.01% | 8 | +319,245 | 46.56% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 980,797 | 7,169 | 0.01% | 0.01% | 9 | +418,300 | 74.36% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 952,744 | 6,964 | 0.0% | 0.0% | 10 | +465,770 | 95.65% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | Added to | 894,800 | 6,540 | 0.06% | 0.03% | 11 | +553,660 | 162.3% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 796,000 | 5,818 | 0.01% | 0.01% | 12 | +224,700 | 39.33% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 763,482 | 5,581 | 0.0% | 0.0% | 13 | +196,596 | 34.68% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 592,390 | 4,332 | 0.0% | 0.0% | 14 | +317,301 | 115.34% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 435,778 | 3,185 | 0.01% | 0.0% | 15 | +74,878 | 20.75% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 423,580 | 3,096 | 0.0% | 0.0% | 16 | +405,223 | 2207.46% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 422,535 | 3,088 | 0.01% | 0.0% | 17 | +241,456 | 133.34% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 406,241 | 2,983 | 0.0% | 0.0% | 18 | +21,220 | 5.51% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 362,106 | 2,646 | 0.0% | 0.0% | 19 | -299 | -0.08% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 319,764 | 2,337 | 0.0% | 0.0% | 20 | +186,878 | 140.63% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 315,275 | 2,304 | 0.0% | 0.0% | 21 | +34,853 | 12.43% | Q4 2025 | Feb 13, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 285,000 | 2,083 | 0.27% | 0.37% | 22 | -14,000 | -4.68% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 284,413 | 2,079 | 0.0% | 0.0% | 23 | +280,615 | 7388.49% | Q4 2025 | Feb 11, 2026 |
| IMC-Chicago, LLC | History | New | 273,100 | 1,996 | 0.0% | — | 24 | +273,100 | New | Q4 2025 | Jan 29, 2026 |
| CANNELL CAPITAL LLC | History | New | 2,612 | 1,909 | 0.93% | — | 25 | +2,612 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 247,502 | 1,809 | 0.0% | 0.0% | 26 | +147,400 | 147.25% | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 233,787 | 1,708 | 0.16% | — | 27 | +233,787 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 222,618 | 1,627 | 0.0% | — | 28 | +222,618 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 200,888 | 1,468 | 0.0% | 0.0% | 29 | -103,725 | -34.05% | Q4 2025 | Feb 10, 2026 |
| Centiva Capital, LP | History | New | 185,959 | 1,359 | 0.01% | — | 30 | +185,959 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 169,262 | 1,237 | 0.0% | 0.0% | 31 | +89,322 | 111.74% | Q4 2025 | Mar 25, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 147,516 | 1,078 | 0.0% | 0.0% | 32 | +147,042 | 31021.52% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 146,860 | 1,073 | 0.0% | 0.0% | 33 | -288,292 | -66.25% | Q4 2025 | Jan 29, 2026 |
| Point72 Asset Management, L.P. | History | New | 140,087 | 1,024 | 0.0% | — | 34 | +140,087 | New | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 128,800 | 941 | 0.03% | 0.04% | 35 | -56,200 | -30.38% | Q4 2025 | Feb 17, 2026 |
| 683 Capital Management, LLC | History | New | 120,000 | 877 | 0.04% | — | 36 | +120,000 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 111,270 | 813 | 0.0% | 0.0% | 37 | +64,098 | 135.88% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 90,810 | 663 | 0.01% | — | 38 | +90,810 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 88,908 | 649 | 0.01% | 0.0% | 39 | +77,460 | 676.62% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 85,655 | 626 | 0.02% | 0.02% | 40 | +36,910 | 75.72% | Q4 2025 | Feb 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 75,298 | 547 | 0.0% | 0.0% | 41 | +61,245 | 435.81% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Added to | 69,500 | 508 | 0.0% | 0.0% | 42 | +49,223 | 242.75% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 68,000 | 497 | 0.0% | 0.01% | 43 | -232,613 | -77.38% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 66,925 | 489 | 0.0% | 0.01% | 44 | -605,779 | -90.05% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 58,664 | 428 | 0.0% | 0.0% | 45 | -4,478 | -7.09% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 58,350 | 426 | 0.0% | — | 46 | +58,350 | New | Q4 2025 | Feb 18, 2026 |
| Bayforest Capital Ltd | History | New | 56,032 | 409 | 0.3% | — | 47 | +56,032 | New | Q4 2025 | Jan 27, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 55,896 | 408 | 0.0% | 0.0% | 48 | +31,758 | 131.57% | Q4 2025 | Feb 12, 2026 |
| Hudson Bay Capital Management LP | History | New | 51,810 | 378 | 0.0% | — | 49 | +51,810 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 50,297 | 367 | 0.0% | 0.0% | 50 | +25,727 | 104.71% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 44,957 | 328 | 0.01% | — | 51 | +44,957 | New | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 42,014 | 307 | 0.0% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | Added to | 41,982 | 306 | 0.15% | 0.06% | 53 | +28,315 | 207.18% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 38,946 | 284 | 0.07% | 0.04% | 54 | +31,328 | 411.24% | Q4 2025 | Mar 03, 2026 |
| BARCLAYS PLC | History | Added to | 37,099 | 271 | 0.0% | — | 55 | +37,097 | 1854850.0% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Reduced | 36,412 | 266 | 0.0% | 0.0% | 56 | -35,310 | -49.23% | Q4 2025 | Mar 12, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 34,200 | 250 | 0.0% | — | 57 | +34,200 | New | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 32,000 | 233 | 0.0% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 30,971 | 226 | 0.0% | — | 59 | +30,971 | New | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 29,183 | 213 | 0.01% | — | 60 | +29,183 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 27,252 | 200 | 0.0% | 0.0% | 61 | -5,522 | -16.85% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 26,450 | 193 | 0.0% | 0.0% | 62 | +16,283 | 160.16% | Q4 2025 | Feb 13, 2026 |
| Scientech Research LLC | History | New | 24,233 | 177 | 0.11% | — | 63 | +24,233 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 23,326 | 170 | 0.0% | — | 64 | +23,326 | New | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 22,695 | 165 | 0.0% | — | 65 | +22,695 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 20,430 | 149 | 0.0% | — | 66 | +20,430 | New | Q4 2025 | Feb 17, 2026 |
| Shay Capital LLC | History | Added to | 20,000 | 146 | 0.02% | 0.01% | 67 | +10,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 19,006 | 138 | 0.06% | — | 68 | +19,006 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 17,989 | 131 | 0.0% | 0.0% | 69 | -43,614 | -70.8% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 16,600 | 121 | 0.0% | — | 70 | +16,600 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 13,770 | 100 | 0.0% | 0.0% | 71 | -800 | -5.49% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,640 | 99 | 0.0% | 0.0% | 72 | -242,601 | -94.68% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 13,200 | 96 | 0.0% | — | 73 | +13,200 | New | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | New | 13,060 | 95 | 0.0% | — | 74 | +13,060 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 12,455 | 91 | 0.0% | — | 75 | +12,455 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 11,503 | 84 | 0.0% | — | 76 | +11,503 | New | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 10,987 | 80 | 0.0% | 0.0% | 77 | -186,706 | -94.44% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 10,912 | 79 | 0.0% | 0.0% | 78 | +5,363 | 96.65% | Q4 2025 | Feb 13, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | New | 10,628 | 77 | 0.01% | — | 79 | +10,628 | New | Q4 2025 | Feb 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 10,013 | 73 | 0.01% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 8,527 | 62 | 0.0% | — | 81 | +8,527 | New | Q4 2025 | Feb 17, 2026 |
| Belvedere Trading LLC | History | Added to | 110,473 | 59 | 0.0% | 0.0% | 82 | +3,973 | 3.73% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 8,042 | 58 | 0.0% | 0.0% | 83 | +3,522 | 77.92% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 5,767 | 42 | 0.0% | 0.0% | 84 | +233 | 4.21% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,009 | 29 | 0.0% | — | 85 | +4,009 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 3,763 | 27 | 0.0% | — | 86 | +3,763 | New | Q4 2025 | Jan 30, 2026 |
| Quarry LP | History | Added to | 3,047 | 22 | 0.0% | 0.0% | 87 | +519 | 20.53% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,090 | 15 | 0.0% | 0.0% | 88 | +1,763 | 539.14% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | Added to | 2,127 | 15 | 0.0% | 0.0% | 89 | +337 | 18.83% | Q4 2025 | Feb 06, 2026 |
| Militia Capital Partners, LP | History | New | 10,000 | 14 | 0.01% | — | 90 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 1,524 | 11 | 0.0% | — | 91 | +1,524 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,526 | 11 | 0.0% | 0.0% | 92 | +302 | 24.67% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,405 | 10 | 0.0% | — | 93 | +1,405 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,469 | 10 | 0.0% | 0.0% | 94 | -834 | -36.21% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,220 | 8 | 0.0% | 0.0% | 95 | +971 | 389.96% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,008 | 7 | 0.0% | 0.0% | 96 | -75 | -6.93% | Q4 2025 | Feb 06, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 942 | 6 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pacific Center for Financial Services | History | No change | 703 | 5 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | New | 606 | 4 | 0.0% | — | 99 | +606 | New | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 603 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Added to | 527 | 3 | 0.0% | 0.0% | 101 | +138 | 35.48% | Q4 2025 | Jan 05, 2026 |
| SIGNATUREFD, LLC | History | New | 294 | 2 | 0.0% | — | 104 | +294 | New | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | No change | 283 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 300 | 2 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 275 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 239 | 1 | 0.0% | — | 109 | +239 | New | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | New | 166 | 1 | 0.0% | — | 107 | +166 | New | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | Added to | 200 | 1 | 0.0% | — | 114 | +100 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 153 | 1 | 0.0% | — | 113 | +33 | 27.5% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 150 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cheviot Value Management, LLC | History | No change | 167 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | No change | 237 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 99 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 207 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Arosa Capital Management LP | History | Closed out | 0 | 0 | — | 0.26% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -121,088 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MYDA Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -100,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,368 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -47,630 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -29,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -10,270 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,061 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 12 | 0 | — | 0.0% | — | -1,265 | -99.06% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Jan 21, 2026 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CWM, LLC | History | Reduced | 51 | 0 | — | 0.0% | — | -63 | -55.26% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -63 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 62 | 0 | — | — | — | +62 | New | Q4 2025 | Feb 03, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 28, 2025 |
| NCP Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SageView Advisory Group, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| PayPay Securities Corp | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SouthState Bank Corp | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 110 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Anfield Capital Management, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CGC Financial Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |