First Internet Bancorp - INBK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 | 830,182 | 17,325 | 0.0% | 0.0% | 1 | +13,001 | 1.59% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 443,997 | 9,266 | 0.0% | 0.0% | 2 | +8,972 | 2.06% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 431,583 | 9,006 | 0.0% | 0.0% | 3 | -54,274 | -11.17% | Q4 2025 | Feb 12, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 288,595 | 6,022 | 0.32% | 0.34% | 4 | +4,745 | 1.67% | Q4 2025 | Feb 11, 2026 |
| AEGIS FINANCIAL CORP | History | New | 250,320 | 5,224 | 1.25% | — | 5 | +250,320 | New | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 229,910 | 4,798 | 0.0% | 0.0% | 6 | +29,661 | 14.81% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 217,566 | 4,537 | 0.01% | 0.01% | 7 | +19,847 | 10.04% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 201,359 | 4,203 | 0.0% | 0.0% | 8 | -1,714 | -0.84% | Q4 2025 | Feb 09, 2026 |
| CSM Advisors, LLC | History | Added to | 191,854 | 4,005 | 0.11% | 0.09% | 9 | +50,695 | 35.91% | Q4 2025 | Feb 11, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 162,176 | 3,384 | 0.67% | 1.08% | 10 | -114,220 | -41.32% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 145,554 | 3,037 | 0.0% | 0.0% | 11 | +47,715 | 48.77% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 145,106 | 3,028 | 0.01% | 0.01% | 12 | +4,170 | 2.96% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 141,839 | 2,960 | 0.01% | 0.0% | 13 | +107,727 | 315.8% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 135,969 | 2,837 | 0.0% | 0.0% | 14 | -20,428 | -13.06% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 133,584 | 2,787 | 0.01% | 0.01% | 15 | +18,190 | 15.76% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 130,413 | 2,729 | 0.0% | 0.0% | 16 | -863 | -0.66% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 126,902 | 2,648 | 0.0% | 0.0% | 17 | +19,970 | 18.68% | Q4 2025 | Feb 17, 2026 |
| Simcoe Capital LLC | History | New | 92,715 | 1,934 | 1.82% | — | 18 | +92,715 | New | Q4 2025 | Feb 04, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 84,643 | 1,766 | 0.01% | — | 19 | +84,643 | New | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 76,899 | 1,604 | 0.68% | 0.75% | 20 | -1,334 | -1.71% | Q4 2025 | Jan 30, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 77,807 | 1,584 | 0.02% | 0.03% | 21 | -7,313 | -8.59% | Q4 2025 | Feb 05, 2026 |
| Gator Capital Management, LLC | History | Added to | 75,555 | 1,576 | 0.32% | 0.26% | 22 | +29,122 | 62.72% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 70,071 | 1,462 | 0.02% | 0.04% | 23 | -75,985 | -52.02% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 68,526 | 1,430 | 0.0% | 0.0% | 24 | -21,300 | -23.71% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 60,369 | 1,259 | 0.0% | 0.0% | 25 | -7,475 | -11.02% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 58,920 | 1,229 | 0.0% | 0.0% | 26 | -4,576 | -7.21% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 58,856 | 1,228 | 0.0% | 0.0% | 27 | +23,182 | 64.98% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | Added to | 54,916 | 1,146 | 0.0% | 0.0% | 28 | +26,859 | 95.73% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 51,459 | 1,073 | 0.0% | 0.0% | 29 | +19,893 | 63.02% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 50,656 | 1,057 | 0.0% | 0.0% | 30 | -5,206 | -9.32% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 49,748 | 1,038 | 0.0% | 0.0% | 31 | -11,134 | -18.29% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 48,200 | 1,006 | 0.09% | 0.09% | 32 | +691 | 1.45% | Q4 2025 | Feb 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 45,229 | 943 | 0.02% | 0.02% | 33 | +1,012 | 2.29% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 40,077 | 836 | 0.0% | 0.0% | 34 | +2,083 | 5.48% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 36,700 | 765 | 0.0% | 0.0% | 35 | +1,533 | 4.36% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 34,700 | 724 | 0.0% | 0.0% | 36 | -11,300 | -24.57% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 30,946 | 645 | 0.0% | 0.0% | 37 | -535 | -1.7% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 28,685 | 598 | 0.0% | 0.0% | 38 | +1,141 | 4.14% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 24,700 | 515 | 0.0% | 0.0% | 39 | +1,800 | 7.86% | Q4 2025 | Feb 02, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 24,581 | 513 | 0.01% | 0.01% | 40 | +263 | 1.08% | Q4 2025 | Feb 04, 2026 |
| Squarepoint Ops LLC | History | New | 24,578 | 512 | 0.0% | — | 42 | +24,578 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,771 | 512 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 23,581 | 492 | 0.0% | 0.0% | 43 | -66,889 | -73.94% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 23,172 | 483 | 0.0% | — | 44 | +23,172 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 23,103 | 482 | 0.0% | 0.0% | 45 | +47 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Added to | 22,976 | 479 | 0.01% | 0.0% | 46 | +11,967 | 108.7% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 22,831 | 476 | 0.05% | — | 48 | +22,831 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Added to | 22,831 | 476 | 0.8% | 0.21% | 47 | +3,240 | 16.54% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 22,663 | 472 | 0.0% | — | 49 | +22,663 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 20,365 | 425 | 0.0% | 0.0% | 50 | -9,690 | -32.24% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 18,816 | 392 | 0.0% | 0.0% | 51 | +9,555 | 103.17% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 17,894 | 373 | 0.0% | 0.0% | 52 | -11,415 | -38.95% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Reduced | 17,474 | 364 | 0.01% | 0.02% | 53 | -33,234 | -65.54% | Q4 2025 | Feb 17, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 14,250 | 297 | 0.01% | 0.01% | 54 | +2,000 | 16.33% | Q4 2025 | Jan 14, 2026 |
| Trexquant Investment LP | History | Reduced | 13,899 | 290 | 0.0% | 0.01% | 55 | -14,572 | -51.18% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 12,550 | 261 | 0.0% | 0.0% | 56 | -1,190 | -8.66% | Q4 2025 | Feb 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,179 | 254 | 0.0% | 0.0% | 57 | -5,799 | -32.26% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 12,032 | 251 | 0.01% | — | 58 | +12,032 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | New | 11,229 | 234 | 0.0% | — | 59 | +11,229 | New | Q4 2025 | Feb 13, 2026 |
| FIRST MERCHANTS CORP | History | No change | 11,172 | 233 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,122 | 232 | 0.01% | 0.01% | 61 | +1,301 | 13.25% | Q4 2025 | Jan 21, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 11,021 | 230 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | New | 10,958 | 228 | 0.02% | — | 63 | +10,958 | New | Q4 2025 | Jan 29, 2026 |
| Man Group plc | History | Reduced | 10,710 | 223 | 0.0% | 0.0% | 64 | -11,108 | -50.91% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | New | 10,680 | 222 | 0.11% | — | 65 | +10,680 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 10,355 | 216 | 0.0% | 0.0% | 66 | +10,295 | 17158.33% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 9,882 | 206 | 0.01% | — | 67 | +9,882 | New | Q4 2025 | Feb 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 9,834 | 205 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,759 | 182 | 0.0% | 0.0% | 69 | +3,379 | 62.81% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 6,024 | 125 | 0.0% | 0.0% | 71 | +1,000 | 19.9% | Q4 2025 | Feb 17, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 6,000 | 125 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,804 | 121 | 0.0% | 0.0% | 72 | -1,438 | -19.86% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,500 | 114 | 0.01% | 0.0% | 73 | +4,993 | 984.81% | Q4 2025 | Jan 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,164 | 107 | 0.0% | 0.0% | 74 | +5,049 | 4390.43% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,651 | 97 | 0.0% | 0.0% | 75 | -14,111 | -75.21% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 4,604 | 96 | 0.0% | 0.0% | 76 | -133 | -2.81% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 4,500 | 93 | 0.0% | — | 77 | +4,500 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,900 | 81 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 3,826 | 79 | 0.0% | 0.0% | 79 | +460 | 13.67% | Q4 2025 | Jan 29, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 3,700 | 77 | 0.0% | 0.0% | 80 | -30,800 | -89.28% | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,575 | 74 | 0.0% | 0.0% | 81 | -37 | -1.02% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 3,181 | 66 | 0.0% | 0.0% | 82 | +2,921 | 1123.46% | Q4 2025 | Jan 05, 2026 |
| FMR LLC | History | Added to | 1,729 | 36 | 0.0% | 0.0% | 83 | +752 | 76.97% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,632 | 34 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | No change | 1,361 | 28 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 1,131 | 23 | 0.0% | 0.0% | 86 | -21 | -1.82% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 789 | 16 | 0.0% | — | 89 | +789 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 771 | 16 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 795 | 16 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 704 | 15 | 0.0% | 0.0% | 90 | -681 | -49.17% | Q4 2025 | Jan 26, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 624 | 13 | 0.0% | 0.0% | 91 | +30 | 5.05% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 535 | 11 | 0.0% | 0.0% | 92 | -372 | -41.01% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 477 | 9 | 0.0% | 0.0% | 93 | -8 | -1.65% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 405 | 8 | 0.0% | — | 94 | +405 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 356 | 8 | 0.0% | — | 95 | +356 | New | Q4 2025 | Feb 17, 2026 |
| Nemes Rush Group LLC | History | No change | 304 | 6 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 244 | 5 | 0.0% | 0.0% | 97 | -37 | -13.17% | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 255 | 5 | 0.0% | 0.0% | 98 | -31 | -10.84% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 160 | 3 | 0.0% | — | 99 | +136 | 566.67% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 177 | 3 | 0.0% | 0.0% | 100 | -78 | -30.59% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 184 | 3 | 0.0% | 0.0% | 101 | -13 | -6.6% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 148 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 49 | 1 | 0.0% | 0.0% | 103 | -33 | -40.24% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Reduced | 37 | 1 | 0.0% | 0.0% | 104 | -19 | -33.93% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 73 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Partners GP II, L.P. | History | Closed out | 0 | 0 | — | 1.49% | — | -209,372 | -100.0% | Q3 2025 | Dec 19, 2025 |
| Acuitas Investments, LLC | History | Closed out | 0 | 0 | — | 1.51% | — | -104,832 | -100.0% | Q3 2025 | Nov 18, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,471 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -56,238 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -52,932 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,083 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,317 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,787 | -100.0% | Q3 2025 | Nov 14, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -11,971 | -100.0% | Q3 2025 | Nov 12, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,858 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Teton Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -9,266 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -1,013 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Rockefeller Capital Management L.P. | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Mar 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Root Financial Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 20 | 0 | — | — | — | -9 | -31.03% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 8 | 0 | — | — | — | +6 | 300.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |