Primis Financial Corp. - FRST
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 | 2,026,485 | 28,188 | 0.0% | 0.0% | 1 | +9,728 | 0.48% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,225,739 | 17,050 | 0.0% | 0.0% | 2 | +15,708 | 1.3% | Q4 2025 | Jan 29, 2026 |
| Patriot Financial Partners GP II, L.P. | History | No change | 1,217,531 | 16,935 | 5.28% | 4.05% | 3 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 1,217,327 | 16,933 | 5.02% | 4.92% | 4 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| North Reef Capital Management LP | History | Added to | 1,203,604 | 16,742 | 0.67% | 0.48% | 5 | +228,734 | 23.46% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,171,961 | 16,301 | 0.01% | 0.0% | 6 | +80,924 | 7.42% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,156,795 | 16,089 | 0.0% | 0.0% | 7 | -51,785 | -4.28% | Q4 2025 | Feb 12, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 1,026,500 | 14,278 | 2.53% | 1.57% | 8 | +39,582 | 4.01% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Added to | 1,004,156 | 13,967 | 0.24% | 0.19% | 9 | +1,265 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Fourthstone LLC | History | Added to | 932,437 | 12,970 | 2.43% | 1.33% | 10 | +225,504 | 31.9% | Q4 2025 | Feb 13, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 788,761 | 10,971 | 2.17% | 1.64% | 11 | -103,661 | -11.62% | Q4 2025 | Feb 12, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 744,614 | 10,357 | 4.24% | 3.83% | 12 | -14,237 | -1.88% | Q4 2025 | Feb 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 489,196 | 6,807 | 0.0% | 0.0% | 13 | -9,909 | -1.99% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 414,159 | 5,760 | 0.0% | 0.0% | 14 | -2,536 | -0.61% | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 367,065 | 5,105 | 0.14% | 0.11% | 15 | +540 | 0.15% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 283,470 | 3,943 | 0.01% | 0.0% | 16 | -12,800 | -4.32% | Q4 2025 | Feb 12, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | History | Reduced | 275,154 | 3,827 | 1.12% | 0.85% | 17 | -847 | -0.31% | Q4 2025 | Jan 13, 2026 |
| PL Capital Advisors, LLC | History | Reduced | 237,241 | 3,300 | 1.04% | 1.66% | 18 | -238,000 | -50.08% | Q4 2025 | Feb 10, 2026 |
| Petiole USA ltd | History | No change | 230,222 | 3,202 | 2.08% | 1.67% | 19 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| EJF Capital LP | History | New | 175,000 | 2,434 | 1.38% | — | 20 | +175,000 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 174,662 | 2,429 | 0.0% | 0.0% | 21 | +12,000 | 7.38% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 168,572 | 2,344 | 0.0% | 0.0% | 22 | +22,657 | 15.53% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 166,901 | 2,321 | 0.01% | 0.0% | 23 | +10,000 | 6.37% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 154,001 | 2,142 | 0.05% | 0.04% | 24 | -964 | -0.62% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 151,036 | 2,100 | 0.0% | 0.0% | 25 | -11,741 | -7.21% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 148,516 | 2,065 | 0.0% | 0.0% | 26 | -2,200 | -1.46% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 148,014 | 2,058 | 0.0% | 0.0% | 27 | -18,592 | -11.16% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 144,845 | 2,014 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 141,371 | 1,966 | 0.0% | 0.0% | 29 | -5,058 | -3.45% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 130,414 | 1,814 | 0.0% | 0.0% | 30 | -9,156 | -6.56% | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 116,469 | 1,620 | 0.0% | 0.0% | 31 | +9,426 | 8.81% | Q4 2025 | Feb 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 110,925 | 1,542 | 0.03% | 0.03% | 32 | -19,152 | -14.72% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 105,455 | 1,466 | 0.0% | 0.0% | 33 | +19,009 | 21.99% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 102,520 | 1,426 | 0.0% | 0.0% | 34 | +19,463 | 23.43% | Q4 2025 | Mar 25, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 96,779 | 1,346 | 0.0% | 0.0% | 35 | +16,055 | 19.89% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 87,504 | 1,217 | 0.0% | 0.0% | 36 | +25,803 | 41.82% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 83,612 | 1,163 | 0.1% | 0.07% | 37 | +5,265 | 6.72% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 81,000 | 1,126 | 0.0% | 0.0% | 38 | -7,100 | -8.06% | Q4 2025 | Feb 13, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Reduced | 79,450 | 1,105 | 0.87% | 0.72% | 39 | -5,240 | -6.19% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Holdings, LLC | History | No change | 68,216 | 948 | 0.32% | 0.25% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 66,786 | 928 | 0.0% | — | 41 | +66,786 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 66,372 | 923 | 0.0% | — | 42 | +66,372 | New | Q4 2025 | Feb 13, 2026 |
| ELCO Management Co., LLC | History | No change | 65,115 | 905 | 0.57% | 0.36% | 43 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 61,779 | 859 | 0.0% | 0.0% | 44 | -4,280 | -6.48% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 61,356 | 853 | 0.0% | 0.0% | 45 | +28,459 | 86.51% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 57,130 | 794 | 0.0% | 0.0% | 46 | +1,062 | 1.89% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 57,041 | 793 | 0.0% | 0.0% | 47 | +40,768 | 250.53% | Q4 2025 | Jan 29, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 52,751 | 733 | 0.02% | — | 48 | +52,751 | New | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 42,900 | 596 | 0.0% | 0.0% | 49 | -9,100 | -17.5% | Q4 2025 | Feb 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,768 | 595 | 0.0% | 0.0% | 50 | +1,667 | 4.06% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 42,768 | 594 | 0.01% | 0.0% | 51 | +2,018 | 4.95% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 41,198 | 573 | 0.0% | 0.0% | 52 | -9,448 | -18.65% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 40,065 | 557 | 0.0% | 0.0% | 53 | +7,028 | 21.27% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 38,108 | 530 | 0.0% | — | 54 | +38,108 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 32,660 | 454 | 0.0% | 0.0% | 55 | +1,331 | 4.25% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 32,616 | 453 | 0.0% | 0.0% | 56 | -3,497 | -9.68% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | New | 30,100 | 418 | 0.01% | — | 57 | +30,100 | New | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 23,557 | 327 | 0.0% | 0.0% | 58 | +6,079 | 34.78% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 23,001 | 319 | 0.0% | 0.0% | 59 | -8,045 | -25.91% | Q4 2025 | Feb 19, 2026 |
| Point72 Asset Management, L.P. | History | New | 21,519 | 299 | 0.0% | — | 60 | +21,519 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,496 | 271 | 0.0% | 0.0% | 61 | +8,609 | 79.08% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 17,933 | 249 | 0.0% | 0.0% | 62 | -12,832 | -41.71% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 17,650 | 245 | 0.01% | 0.01% | 63 | -1,000 | -5.36% | Q4 2025 | Feb 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 17,200 | 239 | 0.0% | 0.0% | 64 | +2,000 | 13.16% | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | No change | 15,000 | 208 | 0.14% | 0.1% | 65 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 14,538 | 202 | 0.08% | — | 66 | +14,538 | New | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 14,259 | 198 | 0.0% | 0.0% | 67 | +2,051 | 16.8% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,780 | 191 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 13,722 | 190 | 0.0% | — | 69 | +13,722 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,677 | 176 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,272 | 171 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,928 | 165 | 0.0% | 0.0% | 72 | +4,186 | 54.07% | Q4 2025 | Feb 10, 2026 |
| Graham Capital Management, L.P. | History | New | 11,084 | 154 | 0.0% | — | 73 | +11,084 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 10,562 | 146 | 0.0% | 0.0% | 74 | -3,866 | -26.8% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 10,241 | 142 | 0.0% | 0.0% | 75 | +1,959 | 23.65% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 10,176 | 141 | 0.01% | 0.01% | 76 | -472 | -4.43% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,000 | 139 | 0.0% | — | 77 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 10,000 | 139 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 9,757 | 135 | 0.0% | 0.0% | 79 | -584 | -5.65% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 7,592 | 106 | 0.0% | 0.0% | 80 | +190 | 2.57% | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 6,733 | 93 | 0.0% | 0.0% | 81 | +3,950 | 141.93% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 5,914 | 82 | 0.03% | — | 82 | +5,914 | New | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,842 | 81 | 0.0% | 0.0% | 83 | +56 | 0.97% | Q4 2025 | Feb 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,713 | 79 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,771 | 38 | 0.0% | 0.0% | 85 | +460 | 19.9% | Q4 2025 | Mar 16, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,662 | 37 | 0.0% | 0.0% | 86 | +317 | 13.52% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 2,408 | 33 | 0.0% | 0.0% | 88 | +1,878 | 354.34% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 2,380 | 33 | 0.0% | 0.0% | 87 | +563 | 30.99% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,335 | 32 | 0.0% | — | 89 | +2,335 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,131 | 29 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | No change | 1,903 | 26 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,573 | 21 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,294 | 18 | 0.0% | 0.0% | 93 | -173 | -11.79% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 1,266 | 17 | 0.01% | — | 94 | +1,266 | New | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,211 | 16 | 0.0% | 0.0% | 95 | -325 | -21.16% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,093 | 15 | 0.0% | 0.0% | 96 | +432 | 65.36% | Q4 2025 | Jan 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 698 | 9 | 0.0% | 0.0% | 99 | -490 | -41.25% | Q4 2025 | Jan 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 660 | 9 | 0.0% | 0.0% | 98 | -180 | -21.43% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 702 | 9 | 0.0% | 0.0% | 100 | +10 | 1.45% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 678 | 9 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 639 | 8 | 0.0% | 0.0% | 102 | -117 | -15.48% | Q4 2025 | Jan 05, 2026 |
| Towne Trust Company, N.A | History | No change | 583 | 8 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | No change | 510 | 7 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 486 | 6 | 0.0% | — | 104 | +396 | 440.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 391 | 5 | 0.0% | 0.0% | 105 | -835 | -68.11% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | No change | 390 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 339 | 4 | 0.0% | 0.0% | 107 | +20 | 6.27% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 162 | 2 | 0.0% | — | 108 | +162 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 211 | 2 | 0.0% | 0.0% | 109 | +2 | 0.96% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 118 | 1 | 0.0% | — | 110 | +55 | 87.3% | Q4 2025 | Jan 23, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -307,070 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,609 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOSTON FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,215 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,246 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 54 | 0 | — | 0.0% | — | -1,577 | -96.69% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -1,205 | -99.83% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -503 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Nov 07, 2025 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -62 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOUR INVESTMENTS, INC. | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 58 | 0 | — | — | — | +33 | 132.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 61 | 0 | — | — | — | +29 | 90.63% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 8 | 0 | — | — | — | -4 | -33.33% | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 34 | 0 | — | — | — | -3 | -8.11% | Q4 2025 | Jan 08, 2026 |
| Torren Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |