Genie Energy Ltd. - GNE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 | 2,166,281 | 29,851 | 0.0% | 0.0% | 1 | -19,170 | -0.88% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,195,252 | 16,470 | 0.0% | 0.0% | 2 | -13,664 | -1.13% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 898,527 | 12,382 | 0.0% | 0.0% | 3 | -110,832 | -10.98% | Q4 2025 | Feb 12, 2026 |
| J. Goldman & Co LP | History | Added to | 805,317 | 11,097 | 0.29% | 0.07% | 4 | +616,017 | 325.42% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 523,427 | 7,212 | 0.0% | 0.0% | 5 | +46,344 | 9.71% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 522,885 | 7,205 | 0.01% | 0.01% | 6 | -40,800 | -7.24% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 483,432 | 6,663 | 0.0% | 0.0% | 7 | -7,438 | -1.52% | Q4 2025 | Feb 09, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 228,716 | 3,151 | 0.01% | — | 8 | +228,716 | New | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 202,206 | 2,786 | 0.0% | 0.0% | 9 | +23,028 | 12.85% | Q4 2025 | Feb 13, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 190,312 | 2,622 | 0.46% | 0.54% | 10 | -1,560 | -0.81% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 188,167 | 2,592 | 0.0% | 0.0% | 11 | -3,768 | -1.96% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 179,384 | 2,471 | 0.0% | 0.0% | 12 | +67,138 | 59.81% | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | No change | 165,355 | 2,278 | 0.06% | 0.07% | 13 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Old West Investment Management, LLC | History | No change | 160,600 | 2,213 | 0.4% | 0.55% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 148,280 | 2,043 | 0.0% | 0.0% | 15 | -12,773 | -7.93% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 127,040 | 1,750 | 0.0% | 0.0% | 16 | +22,502 | 21.53% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 109,834 | 1,513 | 0.0% | 0.0% | 17 | +8,366 | 8.24% | Q4 2025 | Mar 25, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 87,191 | 1,201 | 0.03% | 0.04% | 18 | -9,908 | -10.2% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 79,727 | 1,098 | 0.0% | 0.0% | 19 | +47,402 | 146.64% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 74,034 | 1,020 | 0.0% | 0.0% | 20 | -2,118 | -2.78% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 68,850 | 1,014 | 0.0% | 0.0% | 21 | +46,747 | 211.5% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 69,123 | 952 | 0.0% | 0.0% | 22 | -529 | -0.76% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 66,180 | 911 | 0.0% | 0.0% | 23 | +1,049 | 1.61% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 61,161 | 842 | 0.0% | 0.0% | 24 | -2,322 | -3.66% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 60,503 | 833 | 0.0% | 0.0% | 25 | -2,606 | -4.13% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 58,641 | 808 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 58,633 | 807 | 0.0% | 0.0% | 27 | -5,849 | -9.07% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,139 | 773 | 0.0% | 0.0% | 28 | -35,791 | -38.93% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 56,006 | 771 | 0.0% | 0.0% | 29 | -36,378 | -39.38% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 54,039 | 744 | 0.0% | 0.0% | 30 | -10,066 | -15.7% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 53,586 | 738 | 0.0% | 0.0% | 31 | +2,464 | 4.82% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 47,883 | 659 | 0.0% | 0.0% | 32 | +7,637 | 18.98% | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | Added to | 39,800 | 548 | 0.0% | 0.0% | 33 | +1,000 | 2.58% | Q4 2025 | Feb 02, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 33,860 | 466 | 0.0% | 0.0% | 34 | -20,973 | -38.25% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | Reduced | 33,342 | 459 | 0.02% | 0.03% | 35 | -19,441 | -36.83% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 32,693 | 450 | 0.0% | 0.0% | 36 | +3,727 | 12.87% | Q4 2025 | Feb 19, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 29,526 | 407 | 0.04% | 0.04% | 37 | +687 | 2.38% | Q4 2025 | Feb 06, 2026 |
| Trexquant Investment LP | History | Added to | 29,521 | 406 | 0.0% | 0.0% | 38 | +8,668 | 41.57% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 29,303 | 403 | 0.0% | 0.0% | 39 | +242 | 0.83% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 28,268 | 386 | 0.0% | 0.0% | 40 | +22,417 | 383.13% | Q4 2025 | Feb 03, 2026 |
| Qube Research & Technologies Ltd | History | New | 27,587 | 380 | 0.0% | — | 41 | +27,587 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 27,435 | 379 | 0.0% | 0.0% | 42 | +4,037 | 17.25% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 26,627 | 366 | 0.0% | 0.0% | 43 | -3,842 | -12.61% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 26,500 | 365 | 0.0% | 0.0% | 44 | -30,700 | -53.67% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,463 | 337 | 0.0% | 0.0% | 45 | +7,512 | 44.32% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 23,081 | 318 | 0.0% | 0.0% | 46 | -3,072 | -11.75% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 22,213 | 306 | 0.0% | 0.0% | 47 | -1,959 | -8.1% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 19,601 | 270 | 0.0% | 0.01% | 48 | -15,136 | -43.57% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 19,388 | 267 | 0.0% | 0.01% | 49 | -40,053 | -67.38% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,158 | 263 | 0.0% | 0.0% | 51 | +5,280 | 38.05% | Q4 2025 | Feb 11, 2026 |
| BAILARD, INC. | History | Added to | 19,139 | 263 | 0.01% | 0.01% | 50 | +1,500 | 8.5% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 18,636 | 256 | 0.0% | 0.0% | 52 | -10,123 | -35.2% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 18,256 | 251 | 0.03% | 0.03% | 53 | -427 | -2.29% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 18,191 | 250 | 0.01% | — | 54 | +18,191 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 17,764 | 244 | 0.0% | 0.0% | 55 | -2,982 | -14.37% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 17,010 | 234 | 0.0% | 0.0% | 56 | -79,368 | -82.35% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 16,691 | 230 | 0.0% | — | 57 | +16,691 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,876 | 221 | 0.0% | 0.0% | 58 | +5,179 | 48.42% | Q4 2025 | Jan 08, 2026 |
| Metis Global Partners, LLC | History | Added to | 15,622 | 215 | 0.01% | 0.0% | 59 | +5,380 | 52.53% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 14,774 | 203 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PharVision Advisers, LLC | History | Reduced | 13,628 | 187 | 0.09% | 0.12% | 61 | -380 | -2.71% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,382 | 184 | 0.0% | 0.0% | 62 | +3,402 | 34.09% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 12,376 | 170 | 0.0% | — | 63 | +12,376 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 12,033 | 165 | 0.0% | 0.0% | 64 | +644 | 5.65% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 11,890 | 163 | 0.0% | 0.0% | 65 | -764 | -6.04% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | New | 11,640 | 160 | 0.0% | — | 66 | +11,640 | New | Q4 2025 | Feb 06, 2026 |
| Vise Technologies, Inc. | History | New | 11,542 | 159 | 0.0% | — | 67 | +11,542 | New | Q4 2025 | Feb 11, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 8,316 | 114 | 0.05% | 0.07% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 7,061 | 97 | 0.0% | — | 69 | +7,061 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,163 | 84 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,967 | 82 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,834 | 80 | 0.0% | 0.0% | 72 | -39,152 | -87.03% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,795 | 66 | 0.0% | 0.0% | 73 | +477 | 11.05% | Q4 2025 | Feb 10, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 3,255 | 44 | 0.0% | 0.0% | 74 | -444 | -12.0% | Q4 2025 | Feb 09, 2026 |
| Legal & General Group Plc | History | Reduced | 3,140 | 43 | 0.0% | 0.0% | 75 | -2,015 | -39.09% | Q4 2025 | Feb 09, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,830 | 38 | 0.0% | 0.0% | 76 | +1,989 | 236.5% | Q4 2025 | Jan 23, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,406 | 33 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,119 | 29 | 0.0% | 0.0% | 79 | +445 | 26.58% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,171 | 29 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 1,946 | 26 | 0.0% | 0.0% | 80 | +337 | 20.94% | Q4 2025 | Feb 09, 2026 |
| Advocate Investing Services LLC | History | New | 1,499 | 20 | 0.02% | — | 81 | +1,499 | New | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | New | 1,382 | 19 | 0.0% | — | 82 | +1,382 | New | Q4 2025 | Jan 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,293 | 17 | 0.0% | 0.0% | 83 | -35 | -2.64% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,105 | 15 | 0.0% | 0.0% | 84 | -222 | -16.73% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 1,006 | 13 | 0.0% | 0.01% | 85 | -1,320 | -56.75% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 866 | 12 | 0.0% | — | 86 | +866 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 782 | 10 | 0.0% | 0.0% | 87 | -446 | -36.32% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | New | 700 | 9 | 0.0% | — | 91 | +700 | New | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 619 | 9 | 0.0% | — | 90 | +619 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 668 | 9 | 0.0% | 0.0% | 88 | +337 | 101.81% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 660 | 9 | 0.0% | 0.0% | 89 | -7 | -1.05% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 606 | 8 | 0.0% | — | 92 | +606 | New | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 552 | 7 | 0.0% | 0.0% | 93 | -1,002 | -64.48% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 539 | 7 | 0.0% | 0.0% | 94 | +15 | 2.86% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 426 | 6 | 0.0% | 0.0% | 96 | -668 | -61.06% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 483 | 6 | 0.0% | 0.0% | 95 | -423 | -46.69% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 349 | 4 | 0.0% | 0.0% | 99 | -378 | -51.99% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 326 | 4 | 0.0% | — | 97 | +326 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 324 | 4 | 0.0% | 0.0% | 98 | -248 | -43.36% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | No change | 332 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 172 | 2 | 0.0% | — | 101 | +172 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 157 | 2 | 0.0% | 0.0% | 102 | -162 | -50.78% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 153 | 2 | 0.0% | 0.0% | 103 | +18 | 13.33% | Q4 2025 | Jan 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 132 | 1 | 0.0% | 0.0% | 104 | -177 | -57.28% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | New | 103 | 1 | 0.0% | — | 105 | +103 | New | Q4 2025 | Feb 02, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Unison Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -40,527 | -100.0% | Q3 2025 | Nov 05, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,971 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Significant Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -16,101 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -12,230 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,432 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,240 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,143 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,405 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -139 | -93.29% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -56 | -69.14% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Allworth Financial LP | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Oct 21, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Farther Finance Advisors, LLC | History | Reduced | 13 | 0 | — | — | — | -5 | -27.78% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Root Financial Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Jan 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |