ICAHN ENTERPRISES L.P. - IEP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ICAHN CARL C | History | Added to | 549,400,539 | 4,147,974 | 49.12% | 47.8% | 1 | +30,467,595 | 5.87% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,957,018 | 29,875 | 0.0% | 0.0% | 2 | +2,971,629 | 301.57% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,782,880 | 28,560 | 0.0% | 0.0% | 3 | +2,402,280 | 174.0% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,370,733 | 17,899 | 0.03% | 0.01% | 4 | +1,960,279 | 477.59% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 782,636 | 5,908 | 0.0% | 0.01% | 5 | -77,801 | -9.04% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 708,422 | 5,348 | 0.0% | 0.0% | 6 | +54,145 | 8.28% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 544,737 | 4,112 | 0.0% | 0.0% | 7 | +33,537 | 6.56% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 373,190 | 2,817 | 0.0% | 0.0% | 8 | +292,818 | 364.33% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 352,706 | 2,662 | 0.0% | 0.0% | 9 | +253,842 | 256.76% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | New | 179,207 | 1,353 | 0.02% | — | 10 | +179,207 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 176,889 | 1,335 | 0.0% | 0.0% | 11 | -44,305 | -20.03% | Q4 2025 | Mar 25, 2026 |
| CITIGROUP INC | History | Added to | 173,200 | 1,307 | 0.0% | 0.0% | 12 | +162,831 | 1570.36% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 147,882 | 1,116 | 0.0% | 0.0% | 13 | -4,801 | -3.14% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | New | 142,308 | 1,074 | 0.0% | — | 14 | +142,308 | New | Q4 2025 | Feb 19, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 110,000 | 830 | 0.11% | 0.16% | 15 | -12,000 | -9.84% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 109,354 | 825 | 0.0% | 0.0% | 16 | -4,358 | -3.83% | Q4 2025 | Feb 18, 2026 |
| IMC-Chicago, LLC | History | New | 62,500 | 471 | 0.0% | — | 17 | +62,500 | New | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 55,269 | 417 | 0.0% | 0.0% | 18 | -64,240 | -53.75% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 53,816 | 406 | 0.0% | 0.0% | 19 | +1,129 | 2.14% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 47,943 | 361 | 0.02% | 0.02% | 20 | +509 | 1.07% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 46,416 | 350 | 0.0% | 0.0% | 21 | +10,862 | 30.55% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 42,307 | 319 | 0.0% | 0.0% | 22 | +2,548 | 6.41% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 41,505 | 313 | 0.0% | — | 23 | +41,505 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 39,880 | 301 | 0.0% | 0.0% | 24 | -6,989 | -14.91% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 38,142 | 287 | 0.0% | 0.0% | 25 | -8,444 | -18.13% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 35,887 | 270 | 0.02% | — | 26 | -128,213 | -78.13% | Q4 2025 | Feb 03, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 34,000 | 256 | 0.02% | 0.01% | 27 | +17,800 | 109.88% | Q4 2025 | Feb 03, 2026 |
| United Advisor Group, LLC | History | Reduced | 33,333 | 251 | 0.03% | 0.04% | 28 | -292 | -0.87% | Q4 2025 | Jan 26, 2026 |
| Limestone Investment Advisors LP | History | No change | 250,000 | 250 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 30,679 | 231 | 0.0% | — | 30 | +30,679 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,380 | 228 | 0.0% | 0.0% | 32 | +9,639 | 48.83% | Q4 2025 | Jan 08, 2026 |
| BARCLAYS PLC | History | Added to | 30,205 | 228 | 0.0% | 0.0% | 31 | +637 | 2.15% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 30,000 | 226 | 0.0% | — | 33 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| Accuvest Global Advisors | History | New | 28,851 | 218 | 0.16% | — | 34 | +28,851 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 27,087 | 204 | 0.0% | 0.0% | 35 | +6,783 | 33.41% | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 27,032 | 204 | 0.03% | 0.04% | 36 | -2,668 | -8.98% | Q4 2025 | Jan 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,996 | 203 | 0.01% | 0.01% | 37 | +1,654 | 6.53% | Q4 2025 | Feb 04, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 26,536 | 200 | 0.09% | 0.07% | 39 | +11,836 | 80.52% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 26,562 | 200 | 0.0% | 0.0% | 38 | +2,974 | 12.61% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,166 | 197 | 0.0% | 0.0% | 40 | -11,136 | -29.85% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 25,712 | 194 | 0.0% | 0.0% | 41 | -1,285 | -4.76% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 25,299 | 191 | 0.01% | 0.01% | 42 | +11 | 0.04% | Q4 2025 | Feb 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 24,086 | 181 | 0.0% | 0.0% | 43 | +1,318 | 5.79% | Q4 2025 | Feb 02, 2026 |
| Squarepoint Ops LLC | History | No change | 22,500 | 169 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 21,386 | 161 | 0.0% | 0.0% | 45 | +1,133 | 5.59% | Q4 2025 | Feb 17, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 21,087 | 159 | 0.24% | 0.18% | 46 | +6,922 | 48.87% | Q4 2025 | Feb 09, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 20,837 | 157 | 0.05% | 0.1% | 48 | -14,027 | -40.23% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,913 | 157 | 0.0% | 0.0% | 47 | -10,961 | -34.39% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | No change | 20,467 | 154 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 18,799 | 141 | 0.16% | 0.21% | 50 | -3,417 | -15.38% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,658 | 140 | 0.0% | 0.01% | 51 | -30,660 | -62.17% | Q4 2025 | Feb 03, 2026 |
| PSI Advisors, LLC | History | New | 18,421 | 139 | 0.03% | — | 52 | +18,421 | New | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | New | 17,526 | 132 | 0.01% | — | 53 | +17,526 | New | Q4 2025 | Jan 26, 2026 |
| Claro Advisors Inc. | History | No change | 17,030 | 128 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corps Capital Advisors, LLC | History | Reduced | 16,454 | 124 | 0.13% | 0.3% | 55 | -7,000 | -29.85% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,443 | 116 | 0.02% | — | 56 | +15,443 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Reduced | 14,535 | 109 | 0.02% | 0.04% | 57 | -4,610 | -24.08% | Q4 2025 | Feb 12, 2026 |
| Sankala Group LLC | History | New | 13,500 | 108 | 0.09% | — | 58 | +13,500 | New | Q4 2025 | Mar 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 14,122 | 106 | 0.01% | 0.01% | 59 | +67 | 0.48% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | New | 14,000 | 105 | 0.0% | — | 60 | +14,000 | New | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,021 | 98 | 0.0% | 0.0% | 62 | +1,464 | 12.67% | Q4 2025 | Jan 26, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 13,065 | 98 | 0.01% | 0.01% | 61 | +797 | 6.5% | Q4 2025 | Feb 10, 2026 |
| CAZ INVESTMENTS LP | History | Added to | 12,717 | 96 | 0.17% | 0.19% | 63 | +775 | 6.49% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 11,586 | 87 | 0.0% | 0.0% | 64 | -3,060 | -20.89% | Q4 2025 | Feb 13, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 11,350 | 85 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 10,575 | 79 | 0.05% | — | 66 | +10,575 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,855 | 59 | 0.0% | 0.0% | 67 | +6,910 | 731.22% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 7,800 | 58 | 0.0% | — | 68 | +7,800 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,601 | 57 | 0.0% | 0.0% | 69 | -6,395 | -45.69% | Q4 2025 | Mar 16, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 7,344 | 55 | 0.0% | 0.0% | 70 | -816 | -10.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Added to | 6,560 | 49 | 0.0% | 0.0% | 71 | +1,060 | 19.27% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,482 | 48 | 0.0% | 0.0% | 72 | -21,296 | -76.66% | Q4 2025 | Feb 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 5,313 | 40 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 5,206 | 39 | 0.0% | — | 74 | +5,206 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,622 | 34 | 0.0% | — | 75 | +4,622 | New | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 4,557 | 34 | 0.02% | 0.02% | 76 | +277 | 6.47% | Q4 2025 | Feb 17, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 3,355 | 25 | 0.0% | 0.02% | 77 | -7,945 | -70.31% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | New | 3,141 | 23 | 0.0% | — | 78 | +3,141 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 2,921 | 22 | 0.0% | 0.0% | 79 | +2,780 | 1971.63% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 2,673 | 20 | 0.0% | — | 80 | +2,673 | New | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 2,602 | 19 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,129 | 16 | 0.0% | 0.0% | 82 | +129 | 6.45% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,753 | 13 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | New | 1,220 | 9 | 0.0% | — | 84 | +1,220 | New | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,217 | 9 | 0.0% | 0.0% | 86 | -448 | -26.91% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,290 | 9 | 0.0% | 0.0% | 85 | +78 | 6.44% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,032 | 7 | 0.0% | — | 87 | +1,032 | New | Q4 2025 | Jan 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 832 | 6 | 0.0% | — | 88 | +832 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 792 | 5 | 0.0% | — | 90 | +792 | New | Q4 2025 | Jan 21, 2026 |
| Bangor Savings Bank | History | Added to | 730 | 5 | 0.0% | 0.0% | 89 | +50 | 7.35% | Q4 2025 | Jan 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 606 | 4 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 400 | 3 | 0.0% | 0.0% | 92 | -725 | -64.44% | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 458 | 3 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Added to | 303 | 2 | 0.0% | 0.0% | 95 | +18 | 6.32% | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 342 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Reduced | 221 | 1 | 0.0% | 0.0% | 100 | -1,000 | -81.9% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 151 | 1 | 0.0% | 0.0% | 98 | -362 | -70.57% | Q4 2025 | Feb 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 200 | 1 | 0.0% | — | 102 | +200 | New | Q4 2025 | Jan 27, 2026 |
| NVWM, LLC | History | Added to | 196 | 1 | 0.0% | 0.0% | 101 | +19 | 10.73% | Q4 2025 | Jan 20, 2026 |
| LRI Investments, LLC | History | Added to | 153 | 1 | 0.0% | 0.0% | 104 | +9 | 6.25% | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 85 | 1 | 0.0% | 0.0% | 97 | +5 | 6.25% | Q4 2025 | Feb 09, 2026 |
| NBT BANK N A /NY | History | No change | 200 | 1 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 257 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| American Capital Advisory, LLC | History | No change | 236 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lantern Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000,000 | -100.0% | Q3 2025 | Nov 26, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -104,658 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Fort Point Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -80,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -62,787 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -57,584 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bramshill Investments, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -50,774 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,226 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,084 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Paragon Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -20,598 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Arista Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,238 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,091 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -10,425 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,196 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VISION FINANCIAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,067 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -582 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SageView Advisory Group, LLC | History | New | 125 | 0 | — | — | — | +125 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 108 | 0 | — | — | — | +108 | New | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -106 | -92.17% | Q4 2025 | Jan 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3 | 0 | — | — | — | -58 | -95.08% | Q4 2025 | Feb 02, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 71 | 0 | — | — | — | -15 | -17.44% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Elevated Capital Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 27, 2026 |
| SHP Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 04, 2026 |
| US BANCORP \DE\ | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Key FInancial Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clayton Financial Group LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |