GoPro, Inc. - GPRO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 7,278,484 | 10,262 | 0.0% | 0.0% | 1 | +1,013,494 | 16.18% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,551,530 | 9,237 | 0.0% | 0.0% | 2 | -111,045 | -1.67% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,458,707 | 6,286 | 0.0% | 0.0% | 3 | +155,109 | 3.6% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 4,374,110 | 6,163 | 0.01% | 0.01% | 4 | +434,343 | 11.02% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 3,781,516 | 5,331 | 0.0% | 0.0% | 5 | +2,373,901 | 168.65% | Q4 2025 | Jan 29, 2026 |
| Point72 Asset Management, L.P. | History | New | 3,750,869 | 5,288 | 0.01% | — | 6 | +3,750,869 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,438,671 | 4,848 | 0.0% | 0.0% | 7 | +1,815,637 | 111.87% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,649,651 | 3,736 | 0.01% | 0.01% | 8 | -218,618 | -7.62% | Q4 2025 | Feb 12, 2026 |
| Gemmer Asset Management LLC | History | Added to | 11,463 | 3,588 | 0.28% | 0.22% | 9 | +101 | 0.89% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | Added to | 2,525,931 | 3,561 | 0.0% | 0.0% | 10 | +39,165 | 1.57% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 2,313,118 | 3,261 | 0.0% | 0.0% | 11 | +1,250,745 | 117.73% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,186,157 | 3,082 | 0.0% | 0.0% | 12 | +866,433 | 65.65% | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 1,911,920 | 2,695 | 0.01% | — | 13 | +1,911,920 | New | Q4 2025 | Feb 13, 2026 |
| Prentice Capital Management, LP | History | Added to | 1,897,870 | 2,675 | 4.21% | 3.68% | 14 | +760,756 | 66.9% | Q4 2025 | Feb 17, 2026 |
| DME Capital Management, LP | History | No change | 1,693,860 | 2,388 | 0.08% | 0.14% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,500,685 | 2,116 | 0.0% | 0.0% | 16 | +29,697 | 2.02% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,369,086 | 1,930 | 0.0% | 0.0% | 17 | +104,907 | 8.3% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,208,223 | 1,703 | 0.0% | 0.0% | 18 | -26,181 | -2.12% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,060,580 | 1,495 | 0.0% | 0.0% | 19 | +639,628 | 151.95% | Q4 2025 | Mar 25, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 945,410 | 1,333 | 0.11% | 0.01% | 20 | +884,085 | 1441.64% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 685,600 | 966 | 0.0% | 0.0% | 21 | -1,700 | -0.25% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 632,381 | 891 | 0.0% | 0.0% | 22 | +138,093 | 27.94% | Q4 2025 | Feb 19, 2026 |
| STATE STREET CORP | History | Added to | 617,892 | 871 | 0.0% | 0.0% | 23 | +1,467 | 0.24% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 615,529 | 867 | 0.0% | 0.0% | 24 | +327,569 | 113.76% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 506,099 | 713 | 0.0% | 0.0% | 25 | -347,043 | -40.68% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 393,009 | 554 | 0.0% | — | 26 | +393,009 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 372,003 | 524 | 0.0% | 0.0% | 27 | -276,470 | -42.63% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 329,706 | 465 | 0.0% | 0.0% | 28 | -153,128 | -31.71% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | New | 317,193 | 447 | 0.01% | — | 29 | +317,193 | New | Q4 2025 | Feb 17, 2026 |
| Informed Momentum Co LLC | History | No change | 310,438 | 437 | 0.05% | 0.08% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 302,375 | 426 | 0.0% | 0.0% | 31 | +1,245 | 0.41% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 269,766 | 380 | 0.0% | 0.0% | 32 | +149,792 | 124.85% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 189,113 | 266 | 0.0% | — | 33 | +189,113 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 185,330 | 261 | 0.06% | 0.02% | 34 | +172,371 | 1330.13% | Q4 2025 | Mar 03, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 166,700 | 235 | 0.0% | — | 35 | +166,700 | New | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 166,341 | 233 | 0.0% | — | 36 | +166,341 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 163,421 | 230 | 0.01% | 0.0% | 37 | +134,372 | 462.57% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 159,756 | 225 | 0.0% | 0.0% | 38 | -430,507 | -72.93% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 149,797 | 211 | 0.0% | 0.0% | 39 | +138,481 | 1223.76% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 140,000 | 197 | 0.0% | — | 40 | +140,000 | New | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Added to | 137,475 | 193 | 0.01% | 0.01% | 41 | +34,406 | 33.38% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 135,017 | 190 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 128,400 | 181 | 0.0% | — | 43 | +128,400 | New | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 127,574 | 179 | 0.0% | 0.0% | 44 | +67,462 | 112.23% | Q4 2025 | Jan 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 124,438 | 175 | 0.0% | 0.0% | 45 | -100 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | No change | 100,000 | 141 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 96,763 | 137 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 83,665 | 118 | 0.0% | 0.01% | 48 | +17,711 | 26.85% | Q4 2025 | Feb 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 78,350 | 110 | 0.0% | 0.0% | 49 | +33,364 | 74.17% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 74,209 | 104 | 0.0% | 0.0% | 50 | -25,241 | -25.38% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 72,013 | 101 | 0.01% | 0.0% | 51 | +66,423 | 1188.25% | Q4 2025 | Feb 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 69,960 | 98 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 67,561 | 95 | 0.0% | 0.0% | 53 | +21,928 | 48.05% | Q4 2025 | Feb 10, 2026 |
| R Squared Ltd | History | Added to | 64,954 | 91 | 0.04% | 0.05% | 54 | +14,859 | 29.66% | Q4 2025 | Jan 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 63,724 | 89 | 0.0% | — | 55 | +63,724 | New | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 61,648 | 86 | 0.0% | — | 56 | +61,648 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 56,000 | 78 | 0.0% | 0.0% | 57 | +32,100 | 134.31% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | New | 54,845 | 77 | 0.0% | — | 58 | +54,845 | New | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 54,200 | 76 | 0.0% | — | 59 | +54,200 | New | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | New | 53,567 | 75 | 0.01% | — | 60 | +53,567 | New | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 51,180 | 72 | 0.0% | — | 61 | +51,180 | New | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 50,186 | 70 | 0.0% | — | 63 | +50,186 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 49,653 | 70 | 0.0% | 0.0% | 62 | +46,201 | 1338.38% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 47,475 | 66 | 0.0% | 0.01% | 64 | -1,187,200 | -96.15% | Q4 2025 | Feb 17, 2026 |
| NORDEN GROUP LLC | History | New | 46,827 | 66 | 0.01% | — | 65 | +46,827 | New | Q4 2025 | Jan 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 44,760 | 63 | 0.0% | — | 66 | +44,760 | New | Q4 2025 | Feb 17, 2026 |
| BANK HAPOALIM BM | History | No change | 43,750 | 62 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 39,809 | 56 | 0.0% | 0.0% | 68 | +1,347 | 3.5% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 31,428 | 44 | 0.0% | 0.0% | 69 | -19,863 | -38.73% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,773 | 40 | 0.0% | 0.0% | 70 | +200 | 0.7% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 23,269 | 33 | 0.0% | 0.0% | 72 | -24,314 | -51.1% | Q4 2025 | Mar 20, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 23,794 | 33 | 0.0% | 0.0% | 71 | +11,194 | 88.84% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Reduced | 18,618 | 26 | 0.0% | 0.0% | 73 | -12,247 | -39.68% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,780 | 26 | 0.0% | 0.0% | 74 | +6,440 | 52.19% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 16,324 | 23 | 0.0% | 0.0% | 76 | -64,682 | -79.85% | Q4 2025 | Feb 17, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 16,750 | 23 | 0.01% | 0.06% | 75 | -33,919 | -66.94% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,934 | 22 | 0.0% | 0.0% | 77 | -1,034 | -6.09% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 16,010 | 22 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RIA Advisory Group LLC | History | No change | 15,700 | 22 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,321 | 21 | 0.0% | 0.0% | 80 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 13,800 | 19 | 0.0% | 0.0% | 81 | -600 | -4.17% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 13,546 | 19 | 0.0% | 0.0% | 82 | -22 | -0.16% | Q4 2025 | Jan 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 13,000 | 18 | 0.0% | 0.01% | 84 | -15,900 | -55.02% | Q4 2025 | Jan 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 13,398 | 18 | 0.0% | — | 83 | +13,398 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,509 | 17 | 0.0% | 0.0% | 85 | +11,365 | 993.44% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,530 | 16 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 10,000 | 14 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 6,719 | 9 | 0.0% | 0.0% | 88 | -1,111 | -14.19% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | No change | 5,694 | 8 | 0.0% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advocate Investing Services LLC | History | New | 5,000 | 7 | 0.01% | — | 90 | +5,000 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 1,928 | 3 | 0.0% | 0.0% | 92 | -12,710 | -86.83% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,711 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Raiffeisen Bank International AG | History | No change | 2,000 | 3 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,505 | 2 | 0.0% | 0.0% | 94 | +1,028 | 215.51% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,710 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,725 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Avion Wealth | History | No change | 1,963 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,000 | 1 | 0.0% | — | 99 | +10,000 | New | Q4 2025 | Feb 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,305 | 1 | 0.0% | 0.0% | 100 | -100 | -7.12% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,000 | 1 | 0.0% | 0.0% | 98 | -10 | -0.99% | Q4 2025 | Feb 18, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -301,650 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -120,667 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -100,669 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -79,254 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,607 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,876 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -25,905 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -25,260 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,953 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.0% | — | -13,230 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,200 | -100.0% | Q3 2025 | Oct 27, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,768 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Arax Advisory Partners | History | Reduced | 30 | 0 | — | 0.0% | — | -5,155 | -99.42% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,095 | -100.0% | Q3 2025 | Dec 15, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,570 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 437 | 0 | — | 0.0% | — | -1,378 | -75.92% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 526 | 0 | — | — | — | +526 | New | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 500 | 0 | — | — | — | +500 | New | Q4 2025 | Mar 04, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -400 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Navalign, LLC | History | New | 347 | 0 | — | — | — | +347 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 224 | 0 | — | 0.0% | — | -277 | -55.29% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 17 | 0 | — | — | — | -226 | -93.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 163 | 0 | — | — | — | -201 | -55.22% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | New | 150 | 0 | — | — | — | +150 | New | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 201 | 0 | — | — | — | -143 | -41.57% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -133 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Westside Investment Management, Inc. | History | New | 125 | 0 | — | — | — | +125 | New | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | New | 125 | 0 | — | — | — | +125 | New | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | — | — | -120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Root Financial Partners, LLC | History | New | 107 | 0 | — | — | — | +107 | New | Q4 2025 | Feb 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 100 | 0 | — | — | — | -100 | -50.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Dec 29, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -88 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 81 | 0 | — | — | — | +81 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 152 | 0 | — | — | — | -33 | -17.84% | Q4 2025 | Feb 10, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Nov 26, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Leonteq Securities AG | History | Reduced | 133 | 0 | — | — | — | -3 | -2.21% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 645 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 664 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 437 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kimelman & Baird, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 400 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Eukles Asset Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Concord Wealth Partners | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fortis Group Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sachetta, LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |