Hyliion Holdings Corp. - HYLN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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 | 8,614,335 | 15,850 | 0.0% | 0.0% | 1 | +150,337 | 1.78% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 7,187,123 | 13,224 | 0.0% | 0.0% | 2 | +63,660 | 0.89% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 6,253,598 | 11,506 | 0.0% | 0.0% | 3 | +2,706,803 | 76.32% | Q4 2025 | Feb 19, 2026 |
| GENERAL ELECTRIC CO | History | No change | 5,500,000 | 10,120 | 1.54% | 100.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| STATE STREET CORP | History | Added to | 3,036,081 | 5,586 | 0.0% | 0.0% | 5 | +22,963 | 0.76% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,973,357 | 5,472 | 0.0% | 0.0% | 6 | +59,019 | 2.03% | Q4 2025 | Feb 09, 2026 |
| HITE Hedge Asset Management LLC | History | Added to | 2,827,742 | 5,203 | 0.33% | 0.14% | 7 | +1,553,626 | 121.94% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,047,354 | 1,927 | 0.0% | 0.0% | 8 | -443 | -0.04% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,043,934 | 1,920 | 0.0% | 0.0% | 9 | -425,695 | -28.97% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 989,830 | 1,821 | 0.0% | 0.0% | 10 | +55,829 | 5.98% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 909,732 | 1,673 | 0.0% | 0.0% | 11 | -71,411 | -7.28% | Q4 2025 | Feb 17, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 861,900 | 1,585 | 0.37% | — | 12 | +861,900 | New | Q4 2025 | Mar 23, 2026 |
| 683 Capital Management, LLC | History | No change | 825,000 | 1,518 | 0.07% | 0.08% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 807,516 | 1,485 | 0.0% | 0.0% | 14 | +247,546 | 44.21% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 596,221 | 1,097 | 0.0% | 0.0% | 15 | +69,798 | 13.26% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 495,451 | 911 | 0.0% | 0.0% | 16 | +331,917 | 202.97% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 480,249 | 883 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 415,497 | 764 | 0.0% | 0.0% | 18 | -15,655 | -3.63% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 407,146 | 749 | 0.0% | 0.0% | 19 | -139,407 | -25.51% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 291,100 | 535 | 0.0% | 0.0% | 20 | +54,100 | 22.83% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 262,215 | 482 | 0.0% | 0.01% | 21 | -5,781,581 | -95.66% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 261,377 | 480 | 0.0% | 0.0% | 22 | -32,502 | -11.06% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 234,424 | 431 | 0.0% | 0.0% | 23 | -37,418 | -13.76% | Q4 2025 | Mar 25, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 214,100 | 393 | 0.0% | 0.0% | 24 | -145,200 | -40.41% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 207,831 | 382 | 0.0% | 0.0% | 25 | +20,267 | 10.81% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 197,834 | 364 | 0.0% | 0.0% | 26 | -272,106 | -57.9% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 193,155 | 355 | 0.0% | 0.0% | 27 | +17,747 | 10.12% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 187,016 | 344 | 0.0% | 0.0% | 28 | +5,873 | 3.24% | Q4 2025 | Feb 11, 2026 |
| PEAK6 LLC | History | Added to | 180,023 | 331 | 0.0% | 0.0% | 29 | +47,623 | 35.97% | Q4 2025 | Mar 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 162,410 | 298 | 0.0% | 0.0% | 30 | -97,869 | -37.6% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 152,020 | 279 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 139,377 | 256 | 0.0% | 0.0% | 32 | +43,979 | 46.1% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 133,400 | 245 | 0.0% | 0.0% | 33 | +34,771 | 35.25% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 127,746 | 236 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 125,100 | 230 | 0.0% | 0.0% | 35 | +48,100 | 62.47% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 107,953 | 198 | 0.0% | 0.0% | 36 | +94,124 | 680.63% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 97,282 | 178 | 0.0% | 0.0% | 37 | +175 | 0.18% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 90,000 | 165 | 0.0% | 0.01% | 38 | -42,500 | -32.08% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 74,001 | 136 | 0.0% | 0.0% | 39 | +830 | 1.13% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 73,749 | 135 | 0.0% | 0.0% | 40 | -19,072 | -20.55% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 68,414 | 126 | 0.01% | 0.01% | 41 | -2,789 | -3.92% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 68,142 | 125 | 0.0% | 0.0% | 42 | +34,645 | 103.43% | Q4 2025 | Feb 18, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 61,482 | 113 | 0.0% | 0.0% | 43 | +44,718 | 266.75% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 57,098 | 105 | 0.0% | 0.0% | 44 | -5,007 | -8.06% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 57,589 | 105 | 0.0% | 0.0% | 45 | -4 | -0.01% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 54,381 | 100 | 0.0% | 0.0% | 46 | -25,356 | -31.8% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 50,635 | 93 | 0.0% | — | 47 | +50,635 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 49,630 | 91 | 0.0% | 0.0% | 48 | +2,500 | 5.3% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 49,092 | 90 | 0.0% | 0.0% | 49 | -16,268 | -24.89% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | New | 47,686 | 87 | 0.0% | — | 50 | +47,686 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 40,500 | 74 | 0.0% | — | 52 | +40,500 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 40,600 | 74 | 0.0% | 0.0% | 51 | +435 | 1.08% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 40,214 | 73 | 0.02% | — | 54 | +39,976 | 16796.64% | Q4 2025 | Mar 03, 2026 |
| FMR LLC | History | Added to | 39,910 | 73 | 0.0% | 0.0% | 53 | +5,245 | 15.13% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 38,459 | 70 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 36,918 | 67 | 0.0% | — | 56 | +36,918 | New | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 35,556 | 65 | 0.0% | — | 57 | +35,556 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 35,658 | 65 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 34,636 | 63 | 0.0% | 0.0% | 59 | -2,338 | -6.32% | Q4 2025 | Jan 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 30,669 | 56 | 0.0% | 0.0% | 61 | +139 | 0.46% | Q4 2025 | Jan 22, 2026 |
| Seelaus Asset Management LLC | History | No change | 30,507 | 56 | 0.04% | 0.05% | 60 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 28,903 | 53 | 0.0% | 0.0% | 62 | -84,328 | -74.47% | Q4 2025 | Feb 10, 2026 |
| Osbon Capital Management LLC | History | New | 27,922 | 51 | 0.05% | — | 63 | +27,922 | New | Q4 2025 | Mar 16, 2026 |
| Creative Planning | History | Added to | 26,581 | 48 | 0.0% | 0.0% | 65 | +12,696 | 91.44% | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 26,583 | 48 | 0.0% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 25,710 | 47 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 25,966 | 47 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,095 | 42 | 0.0% | 0.0% | 68 | +4,260 | 22.62% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 22,652 | 41 | 0.0% | 0.0% | 69 | +1,454 | 6.86% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 22,027 | 40 | 0.0% | 0.0% | 70 | +4,773 | 27.66% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,133 | 37 | 0.0% | 0.0% | 71 | -16,600 | -45.19% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 20,548 | 37 | 0.0% | 0.0% | 72 | +244 | 1.2% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | New | 20,019 | 36 | 0.0% | — | 73 | +20,019 | New | Q4 2025 | Feb 10, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 20,006 | 36 | 0.01% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 18,392 | 33 | 0.0% | 0.0% | 75 | +1,028 | 5.92% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 17,581 | 32 | 0.0% | 0.0% | 76 | +3,669 | 26.37% | Q4 2025 | Jan 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 16,126 | 29 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 15,439 | 28 | 0.0% | 0.0% | 80 | +1,904 | 14.07% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 15,517 | 28 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | No change | 15,233 | 28 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,504 | 26 | 0.0% | 0.0% | 81 | -782 | -5.12% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,621 | 25 | 0.0% | 0.0% | 83 | +1,000 | 7.92% | Q4 2025 | Feb 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 13,743 | 25 | 0.0% | 0.0% | 82 | +41 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | New | 12,911 | 23 | 0.0% | — | 84 | +12,911 | New | Q4 2025 | Feb 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 10,750 | 19 | 0.0% | — | 87 | +10,750 | New | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,700 | 19 | 0.0% | — | 88 | +10,700 | New | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | New | 10,245 | 19 | 0.0% | — | 85 | +10,245 | New | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,559 | 19 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 10,000 | 18 | 0.0% | — | 90 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | No change | 10,152 | 18 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,743 | 17 | 0.0% | 0.0% | 91 | +2,913 | 42.65% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,629 | 14 | 0.0% | 0.0% | 92 | -481 | -5.93% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 7,152 | 13 | 0.0% | — | 94 | +7,152 | New | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,145 | 13 | 0.0% | 0.0% | 93 | -1,409 | -16.47% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,872 | 12 | 0.0% | — | 95 | +6,872 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 5,250 | 9 | 0.0% | 0.0% | 96 | +3,145 | 149.41% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,100 | 7 | 0.0% | — | 98 | +4,100 | New | Q4 2025 | Jan 21, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,895 | 7 | 0.0% | 0.0% | 97 | -754 | -16.22% | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,428 | 6 | 0.0% | 0.0% | 99 | -101 | -2.86% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | New | 3,005 | 5 | 0.0% | — | 100 | +3,005 | New | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Added to | 2,234 | 4 | 0.0% | 0.0% | 101 | +320 | 16.72% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,700 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 750 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 637 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 634 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.36% | — | -927,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.75% | — | -190,974 | -100.0% | Q3 2025 | Dec 09, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -183,326 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -127,619 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -54,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -47,938 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,192 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,913 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,457 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,500 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -19,489 | -100.0% | Q3 2025 | Nov 19, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,929 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,305 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,100 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,325 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,215 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,239 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Uniplan Investment Counsel, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,684 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rockefeller Capital Management L.P. | History | Reduced | 59 | 0 | — | 0.0% | — | -1,000 | -94.43% | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | Reduced | 32 | 0 | — | — | — | -427 | -93.03% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -393 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Signature Equity Partners, LLC | History | New | 200 | 0 | — | — | — | +200 | New | Q4 2025 | Feb 17, 2026 |
| Quattro Advisors LLC | History | New | 150 | 0 | — | — | — | +150 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 120 | 0 | — | — | — | +120 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Root Financial Partners, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 03, 2026 |
| Navalign, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 320 | 0 | — | — | — | +2 | 0.63% | Q4 2025 | Feb 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 199 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 226 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 325 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 190 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |