GREENLIGHT CAPITAL RE, LTD. - GLRE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 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 | 2,333,724 | 34,025 | 0.0% | 0.0% | 1 | +177,592 | 8.24% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,901,654 | 27,725 | 0.01% | 0.01% | 2 | -151,358 | -7.37% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,683,418 | 24,544 | 0.0% | 0.0% | 3 | +15,974 | 0.96% | Q4 2025 | Feb 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 1,502,235 | 21,902 | 0.64% | 0.45% | 4 | +306,468 | 25.63% | Q4 2025 | Feb 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 977,105 | 14,246 | 0.51% | 0.43% | 5 | +62,707 | 6.86% | Q4 2025 | Jan 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 650,276 | 9,481 | 0.0% | 0.0% | 6 | -2,544 | -0.39% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 629,722 | 9,181 | 0.0% | 0.0% | 7 | -840,096 | -57.16% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 613,701 | 8,947 | 0.0% | 0.0% | 8 | +113 | 0.02% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 601,272 | 8,768 | 0.0% | 0.0% | 9 | -2,963 | -0.49% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 484,881 | 7,069 | 0.0% | 0.0% | 10 | -28,695 | -5.59% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 340,375 | 4,962 | 0.0% | 0.0% | 11 | +13,430 | 4.11% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 329,979 | 4,811 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 317,000 | 4,621 | 0.27% | 0.36% | 13 | -165,250 | -34.27% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 233,718 | 3,407 | 0.0% | 0.0% | 14 | -9,883 | -4.06% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 229,630 | 3,348 | 0.0% | 0.0% | 15 | +96,983 | 73.11% | Q4 2025 | Mar 25, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 210,684 | 3,071 | 0.06% | 0.05% | 16 | +16,062 | 8.25% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 199,314 | 2,905 | 0.0% | 0.0% | 17 | +168,486 | 546.54% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 189,661 | 2,765 | 0.0% | 0.0% | 18 | +62,282 | 48.9% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 174,652 | 2,546 | 0.0% | 0.0% | 19 | +123,357 | 240.49% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 173,848 | 2,534 | 0.0% | — | 20 | +173,848 | New | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 170,100 | 2,480 | 0.03% | — | 21 | +170,100 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 170,050 | 2,479 | 0.17% | — | 22 | +170,050 | New | Q4 2025 | Feb 02, 2026 |
| Empowered Funds, LLC | History | Added to | 162,184 | 2,364 | 0.04% | 0.02% | 23 | +16,062 | 10.99% | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 150,500 | 2,194 | 0.0% | 0.0% | 24 | -51,158 | -25.37% | Q4 2025 | Feb 17, 2026 |
| Orchard Capital Management, LLC | History | Reduced | 138,927 | 2,025 | 1.76% | 2.69% | 25 | -105,942 | -43.26% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 132,463 | 1,931 | 0.0% | 0.0% | 26 | +56,464 | 74.3% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 118,654 | 1,729 | 0.01% | 0.0% | 27 | +97,433 | 459.13% | Q4 2025 | Feb 12, 2026 |
| Lancaster Investment Management | History | No change | 110,000 | 1,604 | 0.82% | 0.6% | 28 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Trexquant Investment LP | History | Added to | 104,212 | 1,519 | 0.01% | 0.01% | 29 | +42,972 | 70.17% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 87,000 | 1,268 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 81,902 | 1,194 | 0.0% | 0.0% | 31 | +450 | 0.55% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 80,900 | 1,179 | 0.0% | 0.0% | 32 | -5,000 | -5.82% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 77,699 | 1,132 | 0.0% | — | 33 | +77,699 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 76,643 | 1,117 | 0.0% | 0.0% | 34 | +25,395 | 49.55% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 75,407 | 1,099 | 0.0% | 0.0% | 35 | +53 | 0.07% | Q4 2025 | Feb 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 71,757 | 1,046 | 0.02% | 0.02% | 36 | +301 | 0.42% | Q4 2025 | Jan 14, 2026 |
| Independent Advisor Alliance | History | Added to | 64,561 | 941 | 0.02% | 0.02% | 37 | +1,751 | 2.79% | Q4 2025 | Feb 04, 2026 |
| Nuveen, LLC | History | No change | 56,367 | 821 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nierenberg Investment Management Company, LLC | History | New | 55,555 | 809 | 0.39% | — | 39 | +55,555 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 54,875 | 801 | 0.0% | 0.0% | 40 | +16,307 | 42.28% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 52,913 | 771 | 0.0% | 0.0% | 41 | +3,028 | 6.07% | Q4 2025 | Feb 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 45,710 | 666 | 0.1% | 0.09% | 42 | -150 | -0.33% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 45,484 | 663 | 0.0% | 0.0% | 43 | -13,309 | -22.64% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 44,602 | 650 | 0.0% | 0.0% | 44 | -1,945 | -4.18% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Added to | 43,458 | 633 | 0.0% | 0.0% | 45 | +5,486 | 14.45% | Q4 2025 | Feb 13, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | No change | 38,000 | 554 | 0.21% | 0.19% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 36,812 | 536 | 0.01% | 0.02% | 47 | -39,282 | -51.62% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 36,731 | 535 | 0.01% | 0.01% | 48 | +392 | 1.08% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 35,973 | 524 | 0.0% | 0.0% | 49 | -7,394 | -17.05% | Q4 2025 | Feb 13, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Reduced | 35,591 | 518 | 0.08% | 0.07% | 50 | -11 | -0.03% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 34,357 | 500 | 0.0% | 0.0% | 51 | -5,641 | -14.1% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 32,971 | 480 | 0.0% | 0.0% | 52 | -8,872 | -21.2% | Q4 2025 | Feb 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 32,087 | 468 | 0.04% | — | 53 | +32,087 | New | Q4 2025 | Feb 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 31,981 | 466 | 0.0% | 0.0% | 54 | +2,000 | 6.67% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 31,067 | 452 | 0.0% | 0.0% | 55 | +7,675 | 32.81% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 30,855 | 450 | 0.0% | — | 56 | +30,855 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 29,873 | 435 | 0.0% | 0.0% | 57 | -538 | -1.77% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 28,549 | 416 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 28,511 | 415 | 0.0% | 0.0% | 59 | -7,506 | -20.84% | Q4 2025 | Feb 19, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 28,272 | 412 | 0.01% | 0.01% | 60 | -697 | -2.41% | Q4 2025 | Jan 23, 2026 |
| ExodusPoint Capital Management, LP | History | New | 28,171 | 410 | 0.0% | — | 61 | +28,171 | New | Q4 2025 | Feb 17, 2026 |
| Metis Global Partners, LLC | History | No change | 27,050 | 394 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | New | 24,913 | 363 | 0.0% | — | 63 | +24,913 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 24,110 | 351 | 0.0% | 0.0% | 64 | +11,167 | 86.28% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 21,520 | 313 | 0.0% | 0.0% | 65 | -24,010 | -52.73% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | New | 18,846 | 274 | 0.0% | — | 66 | +18,846 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,603 | 271 | 0.0% | — | 67 | +18,603 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 15,612 | 228 | 0.0% | — | 68 | +15,612 | New | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,976 | 203 | 0.0% | 0.0% | 69 | +2,531 | 22.11% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 12,987 | 189 | 0.0% | 0.0% | 70 | +692 | 5.63% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 12,141 | 177 | 0.0% | 0.0% | 71 | -275 | -2.21% | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 12,112 | 176 | 0.07% | — | 72 | +12,112 | New | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | Added to | 11,940 | 174 | 0.02% | 0.01% | 73 | +2,880 | 31.79% | Q4 2025 | Jan 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,431 | 152 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 10,329 | 150 | 0.0% | 0.0% | 75 | +70 | 0.68% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 9,736 | 141 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,964 | 116 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,300 | 106 | 0.0% | 0.0% | 78 | +3,062 | 72.25% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 6,388 | 93 | 0.0% | 0.0% | 79 | +2,406 | 60.42% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,349 | 92 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAZ INVESTMENTS LP | History | No change | 5,000 | 72 | 0.12% | 0.12% | 81 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,799 | 55 | 0.0% | 0.0% | 82 | +439 | 13.07% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,218 | 46 | 0.0% | — | 83 | +3,174 | 7213.64% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 2,843 | 41 | 0.0% | 0.0% | 84 | -786 | -21.66% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,647 | 38 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 2,097 | 30 | 0.0% | 0.0% | 86 | -367 | -14.89% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,024 | 29 | 0.0% | 0.0% | 87 | -9,225 | -82.01% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 1,945 | 28 | 0.0% | 0.0% | 88 | -2,241 | -53.54% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | New | 1,728 | 25 | 0.0% | — | 89 | +1,728 | New | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,586 | 23 | 0.0% | 0.0% | 91 | +577 | 57.19% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,610 | 23 | 0.0% | 0.0% | 90 | -393 | -19.62% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,509 | 22 | 0.0% | 0.0% | 92 | -317 | -17.36% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,471 | 21 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Torren Management, LLC | History | New | 1,350 | 19 | 0.01% | — | 94 | +1,350 | New | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 963 | 14 | 0.0% | 0.0% | 95 | +495 | 105.77% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 900 | 13 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 823 | 12 | 0.0% | 0.0% | 97 | -93 | -10.15% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 620 | 9 | 0.0% | 0.0% | 98 | -2,110 | -77.29% | Q4 2025 | Jan 14, 2026 |
| West Branch Capital LLC | History | No change | 600 | 8 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quarry LP | History | Reduced | 502 | 7 | 0.0% | 0.0% | 100 | -1,257 | -71.46% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 415 | 5 | 0.0% | — | 102 | +415 | New | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 401 | 5 | 0.0% | 0.0% | 103 | +277 | 223.39% | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | Added to | 380 | 5 | 0.0% | 0.0% | 101 | +50 | 15.15% | Q4 2025 | Jan 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 290 | 4 | 0.0% | — | 104 | +290 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 209 | 3 | 0.0% | — | 105 | +209 | New | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 259 | 3 | 0.0% | 0.0% | 108 | +89 | 52.35% | Q4 2025 | Jan 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 176 | 3 | 0.0% | 0.0% | 106 | +27 | 18.12% | Q4 2025 | Jan 21, 2026 |
| Optiver Holding B.V. | History | No change | 254 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 179 | 2 | 0.0% | — | 109 | +179 | New | Q4 2025 | Feb 05, 2026 |
| Bare Financial Services, Inc | History | New | 175 | 2 | 0.0% | — | 110 | +175 | New | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 95 | 1 | 0.0% | 0.0% | 113 | -105 | -52.5% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 91 | 1 | 0.0% | — | 115 | +91 | New | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 100 | 1 | 0.0% | — | 111 | +85 | 566.67% | Q4 2025 | Feb 10, 2026 |
| Avion Wealth | History | New | 82 | 1 | 0.0% | — | 114 | +82 | New | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Reduced | 80 | 1 | 0.0% | 0.0% | 116 | -7 | -8.05% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 50 | 1 | 0.0% | 0.0% | 112 | -1 | -1.96% | Q4 2025 | Jan 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 79 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Catawba River Capital | History | Closed out | 0 | 0 | — | 1.15% | — | -200,166 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -44,168 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -26,480 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,851 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,117 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -451 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 45 | 0 | — | 0.0% | — | -228 | -83.52% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IFP Advisors, Inc | History | Reduced | 12 | 0 | — | — | — | -41 | -77.36% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 31 | 0 | — | — | — | -26 | -45.61% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 21, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 15, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |