Information Services Group Inc. - III
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private Capital Management, LLC | History | Reduced | 4,777,596 | 27,614 | 2.53% | 2.89% | 1 | -852,761 | -15.15% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 4,530,797 | 26,188 | 0.04% | 0.05% | 2 | -492,957 | -9.81% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 2,908,545 | 16,811 | 0.0% | 0.0% | 3 | +43,724 | 1.53% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,223,602 | 12,852 | 0.0% | 0.0% | 4 | -4,030 | -0.18% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,549,609 | 8,956 | 0.01% | 0.01% | 5 | +2,985 | 0.19% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,532,910 | 8,860 | 0.0% | 0.0% | 6 | +9,678 | 0.64% | Q4 2025 | Feb 12, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 904,143 | 5,225 | 0.09% | 0.08% | 7 | +38,516 | 4.45% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 831,896 | 4,809 | 0.0% | 0.0% | 8 | -8,106 | -0.96% | Q4 2025 | Feb 09, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 819,090 | 4,734 | 0.08% | 0.08% | 9 | -7,300 | -0.88% | Q4 2025 | Feb 03, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 806,703 | 4,662 | 0.13% | 0.08% | 10 | +326,385 | 67.95% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 779,777 | 4,507 | 0.01% | 0.01% | 11 | -62,422 | -7.41% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 771,444 | 4,458 | 0.02% | 0.02% | 12 | +262,509 | 51.58% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 739,450 | 4,274 | 0.0% | 0.0% | 13 | +20,843 | 2.9% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 622,274 | 3,596 | 0.0% | 0.0% | 14 | +16,358 | 2.7% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 539,232 | 3,116 | 0.06% | 0.04% | 15 | +219,723 | 68.77% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 494,153 | 2,856 | 0.0% | 0.0% | 16 | +157,830 | 46.93% | Q4 2025 | Feb 10, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 487,641 | 2,818 | 0.48% | 0.47% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 472,000 | 2,728 | 0.01% | 0.01% | 18 | +47,400 | 11.16% | Q4 2025 | Feb 06, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | New | 376,654 | 2,177 | 0.33% | — | 19 | +376,654 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 366,444 | 2,118 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 328,992 | 1,901 | 0.0% | 0.0% | 21 | +18,224 | 5.86% | Q4 2025 | Mar 25, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 309,791 | 1,789 | 0.0% | 0.0% | 22 | -40,112 | -11.46% | Q4 2025 | Feb 10, 2026 |
| Potomac Capital Management, Inc. | History | New | 291,800 | 1,686 | 1.35% | — | 23 | +291,800 | New | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 264,035 | 1,526 | 0.0% | 0.0% | 24 | -14,059 | -5.06% | Q4 2025 | Feb 17, 2026 |
| Informed Momentum Co LLC | History | No change | 252,044 | 1,456 | 0.16% | 0.17% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | Added to | 241,463 | 1,395 | 0.12% | 0.03% | 26 | +199,490 | 475.28% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 233,785 | 1,351 | 0.0% | 0.0% | 27 | -5,490 | -2.29% | Q4 2025 | Feb 18, 2026 |
| SEI INVESTMENTS CO | History | New | 213,481 | 1,233 | 0.0% | — | 28 | +213,481 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 188,330 | 1,088 | 0.0% | 0.0% | 29 | -37,270 | -16.52% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 167,864 | 970 | 0.0% | 0.0% | 30 | +16,416 | 10.84% | Q4 2025 | Feb 13, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 166,059 | 959 | 0.21% | 0.09% | 31 | +111,634 | 205.12% | Q4 2025 | Feb 12, 2026 |
| Rothschild Wealth LLC | History | New | 159,440 | 921 | 0.09% | — | 33 | +159,440 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 159,440 | 921 | 1.54% | 0.43% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GDS Wealth Management | History | Reduced | 144,513 | 835 | 0.05% | 0.07% | 34 | -50,000 | -25.71% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 143,317 | 828 | 0.0% | 0.0% | 35 | +126,312 | 742.79% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 138,783 | 802 | 0.0% | 0.0% | 36 | +34,517 | 33.1% | Q4 2025 | Feb 17, 2026 |
| Manatuck Hill Partners, LLC | History | Reduced | 126,800 | 732 | 0.26% | 0.33% | 37 | -48,800 | -27.79% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 123,735 | 715 | 0.0% | 0.0% | 38 | +5,071 | 4.27% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 122,993 | 710 | 0.0% | 0.0% | 39 | -6,377 | -4.93% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 117,826 | 681 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 117,588 | 679 | 0.0% | 0.0% | 41 | +103,599 | 740.57% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 116,861 | 675 | 0.01% | 0.01% | 42 | +59,661 | 104.3% | Q4 2025 | Feb 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 115,575 | 668 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 113,042 | 653 | 0.03% | 0.03% | 44 | -19,235 | -14.54% | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | New | 111,700 | 645 | 0.03% | — | 45 | +111,700 | New | Q4 2025 | Jan 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 102,693 | 593 | 0.0% | 0.0% | 46 | +70 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 99,941 | 577 | 0.0% | 0.0% | 47 | -4,017 | -3.86% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Reduced | 92,900 | 536 | 0.0% | 0.0% | 48 | -9,800 | -9.54% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 90,546 | 523 | 0.0% | 0.0% | 49 | +12,212 | 15.59% | Q4 2025 | Feb 17, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 86,306 | 498 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HSBC HOLDINGS PLC | History | No change | 65,558 | 376 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 61,014 | 352 | 0.0% | 0.0% | 52 | +10,224 | 20.13% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 57,716 | 333 | 0.0% | 0.0% | 53 | +42,738 | 285.34% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 54,301 | 313 | 0.0% | 0.0% | 54 | +13,654 | 33.59% | Q4 2025 | Feb 19, 2026 |
| Trexquant Investment LP | History | New | 52,529 | 303 | 0.0% | — | 55 | +52,529 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 50,044 | 289 | 0.0% | 0.0% | 56 | -79,620 | -61.4% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 49,000 | 283 | 0.0% | 0.0% | 57 | -9,000 | -15.52% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 46,975 | 271 | 0.0% | 0.0% | 58 | +32,401 | 222.32% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 46,400 | 268 | 0.0% | — | 59 | +46,400 | New | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 45,763 | 264 | 0.01% | 0.01% | 60 | -14,336 | -23.85% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 44,775 | 258 | 0.0% | 0.0% | 61 | -6,705 | -13.02% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 40,413 | 233 | 0.0% | 0.01% | 62 | +1,201 | 3.06% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 39,908 | 230 | 0.0% | 0.0% | 63 | +14,541 | 57.32% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 39,085 | 226 | 0.02% | 0.01% | 64 | +25,730 | 192.66% | Q4 2025 | Feb 06, 2026 |
| Everstar Asset Management, LLC | History | Added to | 25,808 | 209 | 0.11% | 0.08% | 65 | +2,343 | 9.99% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 35,980 | 208 | 0.0% | — | 66 | +35,980 | New | Q4 2025 | Feb 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 35,013 | 202 | 0.0% | 0.0% | 67 | +3,303 | 10.42% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 31,889 | 184 | 0.01% | 0.02% | 68 | +877 | 2.83% | Q4 2025 | Feb 17, 2026 |
| Unified Investment Management | History | Reduced | 31,574 | 182 | 0.18% | 0.18% | 69 | -300 | -0.94% | Q4 2025 | Feb 09, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 29,740 | 171 | 0.02% | 0.01% | 70 | +16,162 | 119.03% | Q4 2025 | Feb 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 25,444 | 146 | 0.0% | 0.0% | 71 | -5,436 | -17.6% | Q4 2025 | Feb 18, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 24,560 | 141 | 0.01% | 0.01% | 72 | +244 | 1.0% | Q4 2025 | Jan 13, 2026 |
| Williams & Novak, LLC | History | Reduced | 24,350 | 140 | 0.11% | 0.11% | 73 | -850 | -3.37% | Q4 2025 | Feb 05, 2026 |
| Procyon Advisors, LLC | History | New | 22,985 | 132 | 0.01% | — | 74 | +22,985 | New | Q4 2025 | Jan 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,597 | 114 | 0.01% | — | 75 | +2,597 | New | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 19,694 | 113 | 0.0% | — | 76 | +19,694 | New | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | Added to | 19,365 | 111 | 0.03% | 0.02% | 78 | +7,243 | 59.75% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,224 | 111 | 0.0% | 0.0% | 77 | -3,047 | -13.68% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 17,933 | 103 | 0.0% | 0.0% | 79 | -804 | -4.29% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 17,734 | 103 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 16,348 | 94 | 0.0% | 0.0% | 81 | +416 | 2.61% | Q4 2025 | Feb 17, 2026 |
| Stokes Family Office, LLC | History | New | 15,756 | 91 | 0.01% | — | 83 | +15,756 | New | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 15,805 | 91 | 0.0% | 0.0% | 82 | +3,225 | 25.64% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | New | 15,721 | 90 | 0.0% | — | 84 | +15,721 | New | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | New | 15,212 | 87 | 0.0% | — | 86 | +15,212 | New | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 15,100 | 87 | 0.0% | — | 85 | +15,100 | New | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 14,584 | 84 | 0.0% | — | 88 | +14,584 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,635 | 84 | 0.0% | 0.0% | 87 | -1,604 | -9.88% | Q4 2025 | Feb 10, 2026 |
| AXQ CAPITAL, LP | History | New | 14,160 | 81 | 0.02% | — | 89 | +14,160 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 12,860 | 74 | 0.0% | 0.0% | 90 | +3,209 | 33.25% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,754 | 74 | 0.0% | 0.0% | 91 | +2,351 | 22.6% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Reduced | 12,394 | 71 | 0.0% | 0.0% | 92 | -7,388 | -37.35% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,260 | 70 | 0.0% | 0.0% | 93 | -7,794 | -38.87% | Q4 2025 | Feb 12, 2026 |
| Verdad Advisers, LP | History | New | 11,587 | 66 | 0.08% | — | 95 | +11,587 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,422 | 66 | 0.0% | — | 94 | +11,422 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,091 | 64 | 0.0% | 0.0% | 96 | +510 | 4.82% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,216 | 64 | 0.0% | 0.0% | 97 | +4 | 0.04% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,172 | 58 | 0.0% | 0.0% | 98 | +745 | 7.9% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 9,924 | 57 | 0.0% | 0.0% | 99 | +90 | 0.92% | Q4 2025 | Jan 26, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 11,600 | 52 | 0.07% | 0.08% | 100 | -800 | -6.45% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,044 | 46 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,996 | 34 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,585 | 32 | 0.0% | 0.0% | 103 | -27,960 | -83.35% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 5,000 | 28 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Access Investment Management LLC | History | No change | 4,840 | 27 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,439 | 25 | 0.0% | 0.0% | 107 | +3,108 | 233.51% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 4,345 | 25 | 0.0% | 0.0% | 106 | +1,888 | 76.84% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | New | 4,324 | 24 | 0.0% | — | 108 | +4,324 | New | Q4 2025 | Jan 23, 2026 |
| Legal & General Group Plc | History | No change | 3,653 | 21 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 3,364 | 19 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 3,213 | 18 | 0.0% | 0.0% | 111 | -136 | -4.06% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,665 | 15 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,205 | 12 | 0.0% | 0.0% | 116 | -18,795 | -89.5% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,114 | 12 | 0.0% | — | 113 | +2,114 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,140 | 12 | 0.0% | 0.0% | 114 | +1,304 | 155.98% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,170 | 12 | 0.0% | 0.0% | 115 | -384 | -15.04% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,815 | 10 | 0.0% | 0.0% | 118 | -1,001 | -35.55% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,860 | 10 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | No change | 1,726 | 9 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,385 | 8 | 0.0% | 0.0% | 120 | -206 | -12.95% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,335 | 7 | 0.0% | 0.0% | 121 | +279 | 26.42% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,107 | 6 | 0.0% | 0.0% | 122 | -127 | -10.29% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 797 | 4 | 0.0% | 0.0% | 123 | -55 | -6.46% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 578 | 3 | 0.0% | 0.0% | 124 | -10 | -1.7% | Q4 2025 | Jan 20, 2026 |
| Optiver Holding B.V. | History | No change | 664 | 3 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 300 | 2 | 0.0% | — | 127 | +300 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 400 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Torren Management, LLC | History | New | 278 | 1 | 0.0% | — | 132 | +278 | New | Q4 2025 | Jan 30, 2026 |
| SJS Investment Consulting Inc. | History | New | 236 | 1 | 0.0% | — | 128 | +236 | New | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | Added to | 201 | 1 | 0.0% | — | 130 | +124 | 161.04% | Q4 2025 | Jan 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 219 | 1 | 0.0% | 0.0% | 129 | -13 | -5.6% | Q4 2025 | Jan 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 334 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,380 | -100.0% | Q3 2025 | Oct 20, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -36,383 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,082 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,111 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -12,318 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,830 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,568 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHICAGO TRUST Co NA | History | Closed out | 0 | 0 | — | 0.01% | — | -10,355 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -170 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -128 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OPTIMA CAPITAL LLC | History | New | 107 | 0 | — | — | — | +107 | New | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 132 | 0 | — | — | — | +34 | 34.69% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 61 | 0 | — | — | — | +32 | 110.34% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Farther Finance Advisors, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | No change | 164 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 152 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |