Informatica Inc. - INFA
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 64,379,838 | 1,599,195 | 1.12% | 1.34% | 1 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| One68 Global Capital, LLC | History | New | 40,000 | 993,600 | 16.04% | — | 2 | +40,000 | New | Q3 2025 | Nov 14, 2025 |
| HBK INVESTMENTS L P | History | New | 12,973,197 | 322,254 | 3.54% | — | 3 | +12,973,197 | New | Q3 2025 | Nov 14, 2025 |
| VANGUARD GROUP INC | History | Added to | 12,451,434 | 309,293 | 0.0% | 0.0% | 4 | +487,091 | 4.07% | Q3 2025 | Nov 07, 2025 |
| FIL Ltd | History | Added to | 10,427,053 | 259,007 | 0.2% | 0.11% | 5 | +5,178,942 | 98.68% | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,976,055 | 198,125 | 0.01% | 0.01% | 6 | +50,527 | 0.64% | Q3 2025 | Feb 03, 2026 |
| Pentwater Capital Management LP | History | Added to | 7,350,000 | 182,574 | 1.02% | 1.08% | 7 | +529,000 | 7.76% | Q3 2025 | Nov 14, 2025 |
| BlackRock, Inc. | History | Added to | 6,972,994 | 173,209 | 0.0% | 0.0% | 8 | +151,648 | 2.22% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | Added to | 2,967,701 | 73,717 | 0.0% | 0.0% | 9 | +2,193,344 | 283.25% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,702,309 | 67,125 | 0.01% | 0.0% | 10 | +2,190,204 | 427.69% | Q3 2025 | Nov 14, 2025 |
| NUANCE INVESTMENTS, LLC | History | Added to | 2,463,395 | 61,190 | 6.23% | 3.39% | 11 | +674,519 | 37.71% | Q3 2025 | Nov 06, 2025 |
| TIG Advisors, LLC | History | Added to | 2,306,177 | 57,285 | 3.4% | 1.18% | 12 | +1,401,447 | 154.9% | Q3 2025 | Nov 14, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,195,205 | 54,537 | 0.0% | 0.0% | 13 | +528,937 | 31.74% | Q3 2025 | Nov 12, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 1,915,516 | 47,581 | 0.0% | 0.0% | 14 | -138,255 | -6.73% | Q3 2025 | Nov 26, 2025 |
| Man Group plc | History | Added to | 1,840,427 | 45,716 | 0.08% | 0.06% | 15 | +500,067 | 37.31% | Q3 2025 | Nov 14, 2025 |
| STATE STREET CORP | History | Added to | 1,706,410 | 42,387 | 0.0% | 0.0% | 16 | +189,313 | 12.48% | Q3 2025 | Nov 14, 2025 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Added to | 1,683,653 | 41,821 | 2.52% | 1.81% | 17 | +290,203 | 20.83% | Q3 2025 | Nov 06, 2025 |
| KRYGER CAPITAL Ltd | History | New | 1,627,159 | 40,418 | 4.67% | — | 18 | +1,627,159 | New | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Added to | 1,421,099 | 35,300 | 0.01% | 0.0% | 19 | +642,221 | 82.45% | Q3 2025 | Nov 13, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,294,597 | 32,157 | 0.04% | 0.01% | 20 | +968,551 | 297.06% | Q3 2025 | Nov 14, 2025 |
| AQR Arbitrage LLC | History | Added to | 1,236,458 | 30,713 | 0.78% | 0.16% | 21 | +952,870 | 336.01% | Q3 2025 | Nov 14, 2025 |
| WATER ISLAND CAPITAL LLC | History | Added to | 1,149,598 | 28,556 | 3.6% | 2.8% | 22 | +343,370 | 42.59% | Q3 2025 | Nov 14, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,130,854 | 28,090 | 0.01% | 0.01% | 23 | -691,429 | -37.94% | Q3 2025 | Nov 12, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,014,810 | 25,207 | 0.0% | 0.0% | 24 | +262,621 | 34.91% | Q3 2025 | Nov 10, 2025 |
| Amundi | History | Added to | 918,023 | 22,858 | 0.01% | 0.0% | 25 | +762,522 | 490.36% | Q3 2025 | Nov 14, 2025 |
| WHITEBOX ADVISORS LLC | History | Reduced | 912,963 | 22,678 | 0.35% | 1.06% | 26 | -1,137,038 | -55.47% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 895,600 | 22,246 | 0.02% | 0.04% | 27 | -799,400 | -47.16% | Q3 2025 | Nov 14, 2025 |
| ING GROEP NV | History | Reduced | 875,900 | 21,757 | 0.12% | 0.22% | 28 | -612,000 | -41.13% | Q3 2025 | Nov 06, 2025 |
| Cinctive Capital Management LP | History | Reduced | 836,361 | 20,775 | 0.99% | 1.21% | 29 | -101,000 | -10.77% | Q3 2025 | Nov 14, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 780,000 | 19,375 | 0.04% | 0.02% | 30 | +280,000 | 56.0% | Q3 2025 | Nov 13, 2025 |
| Woodline Partners LP | History | Added to | 736,000 | 18,282 | 0.09% | 0.06% | 31 | +263,698 | 55.83% | Q3 2025 | Nov 14, 2025 |
| MUFG Securities EMEA plc | History | New | 734,000 | 18,232 | 0.46% | — | 32 | +734,000 | New | Q3 2025 | Nov 14, 2025 |
| Alberta Investment Management Corp | History | Added to | 700,000 | 17,388 | 0.12% | 0.06% | 33 | +356,499 | 103.78% | Q3 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 676,422 | 16,802 | 0.03% | 0.02% | 34 | +253,933 | 60.1% | Q3 2025 | Nov 14, 2025 |
| LMR Partners LLP | History | New | 643,843 | 15,993 | 0.07% | — | 35 | +643,843 | New | Q3 2025 | Nov 14, 2025 |
| Capula Management Ltd | History | New | 636,078 | 15,800 | 0.08% | — | 36 | +636,078 | New | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 633,905 | 15,746 | 0.01% | 0.01% | 37 | +328,737 | 107.72% | Q3 2025 | Nov 13, 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 566,039 | 14,060 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 553,182 | 13,741 | 2.2% | 0.48% | 39 | +425,982 | 334.89% | Q3 2025 | Nov 12, 2025 |
| NORTHERN TRUST CORP | History | Added to | 551,998 | 13,711 | 0.0% | 0.0% | 40 | +75,056 | 15.74% | Q3 2025 | Nov 14, 2025 |
| SYQUANT CAPITAL SAS | History | New | 537,775 | 13,358 | 3.83% | — | 41 | +537,775 | New | Q3 2025 | Oct 28, 2025 |
| BANK OF NOVA SCOTIA | History | Added to | 497,753 | 12,364 | 0.02% | 0.0% | 42 | +479,144 | 2574.8% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Reduced | 488,237 | 12,127 | 0.0% | 0.0% | 43 | -87,984 | -15.27% | Q3 2025 | Nov 03, 2025 |
| Magnetar Financial LLC | History | No change | 456,793 | 11,346 | 0.07% | 0.05% | 44 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 447,539 | 11,116 | 0.0% | 0.01% | 45 | -8,532 | -1.87% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | No change | 446,600 | 11,093 | 0.26% | 0.28% | 46 | 0 | 0.0% | Q3 2025 | Nov 17, 2025 |
| Centiva Capital, LP | History | Added to | 439,345 | 10,913 | 0.1% | 0.06% | 47 | +288,537 | 191.33% | Q3 2025 | Nov 14, 2025 |
| Gotham Asset Management, LLC | History | New | 435,726 | 10,823 | 0.05% | — | 48 | +435,726 | New | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 414,832 | 10,304 | 0.0% | 0.01% | 49 | -1,556,965 | -78.96% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Added to | 394,839 | 9,807 | 0.0% | 0.0% | 50 | +108,285 | 37.79% | Q3 2025 | Nov 10, 2025 |
| Carmignac Gestion | History | Added to | 368,908 | 9,163 | 0.14% | 0.07% | 51 | +174,236 | 89.5% | Q3 2025 | Nov 13, 2025 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | New | 347,100 | 8,621 | 0.31% | — | 52 | +347,100 | New | Q3 2025 | Oct 27, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 324,184 | 8,052 | 0.07% | 0.07% | 53 | +16,821 | 5.47% | Q3 2025 | Nov 06, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 306,471 | 7,612 | 0.0% | 0.0% | 54 | -88,968 | -22.5% | Q3 2025 | Nov 14, 2025 |
| Vestcor Inc | History | Added to | 300,000 | 7,452 | 0.22% | 0.18% | 55 | +50,000 | 20.0% | Q3 2025 | Nov 13, 2025 |
| ABC ARBITRAGE SA | History | Added to | 271,658 | 6,747 | 0.66% | 0.66% | 56 | +33,434 | 14.03% | Q3 2025 | Nov 06, 2025 |
| NATIXIS | History | Reduced | 269,318 | 6,689 | 0.03% | 0.09% | 57 | -588,306 | -68.6% | Q3 2025 | Nov 14, 2025 |
| Andra AP-fonden | History | No change | 260,829 | 6,478 | 0.08% | 0.09% | 58 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Calamos Advisors LLC | History | No change | 253,567 | 6,298 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| Versor Investments LP | History | Added to | 228,259 | 5,669 | 1.04% | 0.48% | 60 | +116,045 | 103.41% | Q3 2025 | Nov 06, 2025 |
| Swiss National Bank | History | Added to | 227,400 | 5,648 | 0.0% | 0.0% | 61 | +5,200 | 2.34% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 217,992 | 5,414 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Invesco Ltd. | History | Reduced | 214,637 | 5,331 | 0.0% | 0.02% | 63 | -3,575,504 | -94.34% | Q3 2025 | Nov 13, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 185,395 | 4,605 | 0.0% | 0.0% | 64 | +34,519 | 22.88% | Q3 2025 | Nov 14, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 169,234 | 4,203 | 0.03% | 0.0% | 65 | +163,534 | 2869.02% | Q3 2025 | Oct 28, 2025 |
| Nuveen, LLC | History | Added to | 168,553 | 4,186 | 0.0% | 0.0% | 66 | +11,382 | 7.24% | Q3 2025 | Nov 12, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 163,100 | 4,051 | 0.17% | — | 67 | +163,100 | New | Q3 2025 | Nov 07, 2025 |
| MCMORGAN & CO LLC | History | Reduced | 149,684 | 3,718 | 0.57% | 0.69% | 68 | -41,810 | -21.83% | Q3 2025 | Nov 12, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | New | 146,459 | 3,638 | 0.09% | — | 69 | +146,459 | New | Q3 2025 | Oct 31, 2025 |
| GSA CAPITAL PARTNERS LLP | History | New | 141,471 | 3,514 | 0.29% | — | 70 | +141,471 | New | Q3 2025 | Nov 07, 2025 |
| CITADEL ADVISORS LLC | History | Reduced | 137,075 | 3,404 | 0.0% | 0.0% | 71 | -494,530 | -78.3% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Added to | 133,736 | 3,322 | 0.0% | 0.0% | 72 | +45,025 | 50.75% | Q3 2025 | Nov 14, 2025 |
| AGF MANAGEMENT LTD | History | New | 132,010 | 3,279 | 0.01% | — | 73 | +132,010 | New | Q3 2025 | Nov 04, 2025 |
| Legal & General Group Plc | History | Reduced | 117,701 | 2,923 | 0.0% | 0.0% | 74 | -13,645 | -10.39% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 113,903 | 2,829 | 0.0% | 0.0% | 75 | -139,011 | -54.96% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 54,434 | 2,827 | 0.0% | 0.0% | 76 | +6,145 | 12.73% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 111,500 | 2,769 | 0.0% | — | 77 | +111,500 | New | Q3 2025 | Nov 13, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 109,752 | 2,726 | 0.0% | 0.06% | 78 | -2,222,519 | -95.29% | Q3 2025 | Nov 14, 2025 |
| RHUMBLINE ADVISERS | History | Reduced | 96,667 | 2,401 | 0.0% | 0.0% | 79 | -1,661 | -1.69% | Q3 2025 | Nov 06, 2025 |
| HARVEST MANAGEMENT LLC | History | Added to | 88,100 | 2,188 | 0.95% | 0.19% | 80 | +70,100 | 389.44% | Q3 2025 | Nov 14, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 75,906 | 1,886 | 0.0% | 0.0% | 81 | +6,033 | 8.63% | Q3 2025 | Nov 14, 2025 |
| METEORA CAPITAL, LLC | History | New | 75,000 | 1,863 | 0.2% | — | 82 | +75,000 | New | Q3 2025 | Nov 17, 2025 |
| Groupe la Francaise | History | New | 75,000 | 1,863 | 0.03% | — | 83 | +75,000 | New | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA ADVISERS, LP | History | New | 65,200 | 1,619 | 0.0% | — | 84 | +65,200 | New | Q3 2025 | Nov 14, 2025 |
| Morningstar Investment Management LLC | History | New | 64,003 | 1,590 | 0.06% | — | 85 | +64,003 | New | Q3 2025 | Nov 17, 2025 |
| XTX Topco Ltd | History | New | 62,359 | 1,548 | 0.08% | — | 86 | +62,359 | New | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Reduced | 59,800 | 1,485 | 0.0% | 0.03% | 87 | -712,225 | -92.25% | Q3 2025 | Nov 14, 2025 |
| ANGELO GORDON & CO., L.P. | History | New | 58,500 | 1,453 | 0.18% | — | 88 | +58,500 | New | Q3 2025 | Nov 14, 2025 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 57,433 | 1,426 | 0.0% | 0.0% | 89 | +6,716 | 13.24% | Q3 2025 | Nov 12, 2025 |
| SG Americas Securities, LLC | History | New | 56,296 | 1,398 | 0.0% | — | 90 | +56,296 | New | Q3 2025 | Oct 23, 2025 |
| Mint Tower Capital Management B.V. | History | No change | 56,110 | 1,394 | 0.17% | 0.2% | 91 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| L. Roy Papp & Associates, LLP | History | Reduced | 52,503 | 1,304 | 0.15% | 0.15% | 92 | -375 | -0.71% | Q3 2025 | Oct 09, 2025 |
| JANUS HENDERSON GROUP PLC | History | No change | 52,462 | 1,303 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 50,710 | 1,259 | 0.13% | 0.14% | 94 | -520 | -1.02% | Q3 2025 | Nov 06, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 50,403 | 1,252 | 0.0% | 0.0% | 95 | +14,554 | 40.6% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 50,000 | 1,242 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Yakira Capital Management, Inc. | History | New | 49,494 | 1,229 | 0.43% | — | 97 | +49,494 | New | Q3 2025 | Nov 13, 2025 |
| First Trust Capital Management L.P. | History | Reduced | 48,544 | 1,205 | 0.08% | 0.46% | 98 | -232,509 | -82.73% | Q3 2025 | Nov 17, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 48,498 | 1,204 | 0.0% | 0.0% | 99 | +2,381 | 5.16% | Q3 2025 | Nov 14, 2025 |
| AlphaQuest LLC | History | Added to | 47,883 | 1,189 | 0.08% | 0.02% | 100 | +38,680 | 420.3% | Q3 2025 | Nov 03, 2025 |
| Treasurer of the State of North Carolina | History | Reduced | 47,659 | 1,184 | 0.0% | 0.0% | 101 | -1,300 | -2.66% | Q3 2025 | Nov 13, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 46,223 | 1,148 | 0.01% | 0.01% | 102 | +5,636 | 13.89% | Q3 2025 | Nov 12, 2025 |
| CenterBook Partners LP | History | New | 45,236 | 1,123 | 0.06% | — | 103 | +45,236 | New | Q3 2025 | Nov 07, 2025 |
| Vontobel Holding Ltd. | History | Reduced | 43,600 | 1,083 | 0.0% | 0.0% | 104 | -1,000 | -2.24% | Q3 2025 | Oct 15, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 42,652 | 1,059 | 0.0% | 0.0% | 105 | +1,470 | 3.57% | Q3 2025 | Nov 12, 2025 |
| Quantinno Capital Management LP | History | Added to | 42,539 | 1,056 | 0.0% | 0.0% | 106 | +16,585 | 63.9% | Q3 2025 | Nov 14, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 42,510 | 1,055 | 0.0% | 0.0% | 107 | -4,480 | -9.53% | Q3 2025 | Nov 03, 2025 |
| Shay Capital LLC | History | New | 40,000 | 993 | 0.09% | — | 108 | +40,000 | New | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 37,500 | 931 | 0.01% | — | 109 | +37,500 | New | Q3 2025 | Nov 14, 2025 |
| Valtrion Capital Management, LLC | History | No change | 37,500 | 931 | 1.0% | 1.1% | 110 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Arizona State Retirement System | History | Added to | 34,700 | 861 | 0.0% | 0.0% | 111 | +747 | 2.2% | Q3 2025 | Nov 03, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 33,720 | 837 | 0.0% | 0.0% | 112 | -167 | -0.49% | Q3 2025 | Nov 14, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 33,116 | 822 | 0.0% | 0.0% | 113 | +573 | 1.76% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Reduced | 30,000 | 745 | 0.01% | 0.02% | 114 | -30,000 | -50.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 28,709 | 713 | 0.0% | 0.0% | 115 | -2,576 | -8.23% | Q3 2025 | Oct 30, 2025 |
| Virtu Financial LLC | History | New | 27,348 | 679 | 0.04% | — | 116 | +27,348 | New | Q3 2025 | Nov 14, 2025 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 26,998 | 670 | 0.0% | 0.0% | 117 | +14,568 | 117.2% | Q3 2025 | Nov 14, 2025 |
| Summit Trail Advisors, LLC | History | Added to | 25,598 | 635 | 0.01% | 0.01% | 118 | +11,353 | 79.7% | Q3 2025 | Nov 14, 2025 |
| KLP KAPITALFORVALTNING AS | History | No change | 24,800 | 616 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| FMR LLC | History | Added to | 24,710 | 613 | 0.0% | 0.0% | 120 | +2,142 | 9.49% | Q3 2025 | Nov 13, 2025 |
| ProShare Advisors LLC | History | Reduced | 24,534 | 609 | 0.0% | 0.0% | 121 | -802 | -3.17% | Q3 2025 | Nov 06, 2025 |
| Creative Planning | History | Added to | 24,316 | 603 | 0.0% | 0.0% | 122 | +1,452 | 6.35% | Q3 2025 | Nov 14, 2025 |
| Canvas Wealth Advisors, LLC | History | Reduced | 24,222 | 603 | 0.11% | 0.12% | 123 | -1,429 | -5.57% | Q3 2025 | Nov 05, 2025 |
| Vident Advisory, LLC | History | Added to | 23,622 | 586 | 0.01% | 0.01% | 124 | +2,766 | 13.26% | Q3 2025 | Nov 14, 2025 |
| CSS LLC/IL | History | Added to | 23,000 | 571 | 0.03% | 0.02% | 125 | +2,000 | 9.52% | Q3 2025 | Nov 13, 2025 |
| Handelsbanken Fonder AB | History | No change | 22,664 | 563 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 20,935 | 520 | 0.04% | — | 127 | +20,935 | New | Q3 2025 | Nov 07, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 20,000 | 496 | 0.0% | 0.0% | 128 | +9,000 | 81.82% | Q3 2025 | Nov 12, 2025 |
| Greenland Capital Management LP | History | Reduced | 17,834 | 442 | 0.04% | 0.05% | 129 | -4,124 | -18.78% | Q3 2025 | Nov 10, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,783 | 416 | 0.0% | 0.0% | 130 | +1,173 | 7.51% | Q3 2025 | Nov 14, 2025 |
| Pictet Asset Management Holding SA | History | No change | 16,403 | 407 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2025 | Nov 18, 2025 |
| Jain Global LLC | History | New | 15,482 | 384 | 0.0% | — | 132 | +15,482 | New | Q3 2025 | Nov 14, 2025 |
| GUGGENHEIM CAPITAL LLC | History | No change | 15,198 | 377 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 15,074 | 374 | 0.0% | 0.0% | 134 | -14,926 | -49.75% | Q3 2025 | Oct 30, 2025 |
| BANQUE PICTET & CIE SA | History | Reduced | 14,767 | 366 | 0.0% | 0.0% | 135 | -95 | -0.64% | Q3 2025 | Oct 21, 2025 |
| Pacer Advisors, Inc. | History | Added to | 14,518 | 360 | 0.0% | 0.0% | 136 | +9,830 | 209.68% | Q3 2025 | Oct 15, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 14,419 | 358 | 0.0% | 0.0% | 137 | +1,122 | 8.44% | Q3 2025 | Oct 31, 2025 |
| D. E. Shaw & Co., Inc. | History | New | 13,887 | 344 | 0.0% | — | 138 | +13,887 | New | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | No change | 13,626 | 338 | 0.13% | 0.11% | 139 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 12,991 | 322 | 0.03% | 0.1% | 140 | -29,045 | -69.1% | Q3 2025 | Nov 14, 2025 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 12,520 | 311 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q3 2025 | Oct 01, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 11,705 | 290 | 0.0% | 0.0% | 142 | +64 | 0.55% | Q3 2025 | Nov 14, 2025 |
| Russell Investments Group, Ltd. | History | Added to | 11,620 | 288 | 0.0% | 0.0% | 143 | +9,979 | 608.1% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | New | 11,300 | 280 | 0.0% | — | 144 | +11,300 | New | Q3 2025 | Nov 13, 2025 |
| NORDEN GROUP LLC | History | Added to | 11,283 | 280 | 0.03% | 0.03% | 145 | +863 | 8.28% | Q3 2025 | Oct 15, 2025 |
| SEI INVESTMENTS CO | History | New | 10,232 | 254 | 0.0% | — | 146 | +10,232 | New | Q3 2025 | Nov 13, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 9,935 | 246 | 0.01% | — | 147 | +9,935 | New | Q3 2025 | Nov 17, 2025 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 9,860 | 244 | 0.0% | 0.0% | 148 | +368 | 3.88% | Q3 2025 | Oct 24, 2025 |
| Global Retirement Partners, LLC | History | New | 9,488 | 235 | 0.01% | — | 149 | +9,488 | New | Q3 2025 | Oct 21, 2025 |
| PenderFund Capital Management Ltd. | History | Added to | 9,100 | 226 | 0.04% | 0.04% | 151 | +1,300 | 16.67% | Q3 2025 | Nov 14, 2025 |
| CWM, LLC | History | Added to | 9,106 | 226 | 0.0% | 0.0% | 150 | +368 | 4.21% | Q3 2025 | Oct 15, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,799 | 218 | 0.0% | 0.01% | 152 | -482,010 | -98.21% | Q3 2025 | Oct 09, 2025 |
| Wedmont Private Capital | History | New | 8,327 | 207 | 0.01% | — | 153 | +8,327 | New | Q3 2025 | Oct 08, 2025 |
| R Squared Ltd | History | New | 8,170 | 202 | 0.09% | — | 154 | +8,170 | New | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,763 | 192 | 0.0% | 0.0% | 155 | -9,745 | -55.66% | Q3 2025 | Nov 13, 2025 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,502 | 186 | 0.0% | — | 156 | +7,462 | 18655.0% | Q3 2025 | Nov 14, 2025 |
| Sterling Capital Management LLC | History | Reduced | 6,554 | 162 | 0.0% | 0.0% | 157 | -423 | -6.06% | Q3 2025 | Nov 12, 2025 |
| DEUTSCHE BANK AG\ | History | Added to | 6,356 | 157 | 0.0% | 0.0% | 158 | +1,055 | 19.9% | Q3 2025 | Nov 13, 2025 |
| AMALGAMATED BANK | History | Added to | 4,660 | 116 | 0.0% | 0.0% | 159 | +83 | 1.81% | Q3 2025 | Oct 29, 2025 |
| BARCLAYS PLC | History | Reduced | 4,505 | 111 | 0.0% | 0.0% | 160 | -246,620 | -98.21% | Q3 2025 | Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,225 | 104 | 0.0% | 0.0% | 161 | -3,341 | -44.16% | Q3 2025 | Nov 14, 2025 |
| US BANCORP \DE\ | History | Reduced | 3,521 | 87 | 0.0% | 0.0% | 162 | -741 | -17.39% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Added to | 3,494 | 86 | 0.0% | 0.0% | 163 | +3,336 | 2111.39% | Q3 2025 | Nov 14, 2025 |
| KBC Group NV | History | No change | 3,235 | 80 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 2,810 | 69 | 0.0% | 0.0% | 165 | +900 | 47.12% | Q3 2025 | Nov 14, 2025 |
| Larson Financial Group LLC | History | Added to | 2,607 | 64 | 0.0% | 0.0% | 166 | +9 | 0.35% | Q3 2025 | Nov 14, 2025 |
| STRS OHIO | History | Added to | 2,535 | 62 | 0.0% | 0.0% | 167 | +30 | 1.2% | Q3 2025 | Oct 30, 2025 |
| Quent Capital, LLC | History | New | 2,494 | 61 | 0.01% | — | 168 | +2,494 | New | Q3 2025 | Oct 27, 2025 |
| Versant Capital Management, Inc | History | No change | 1,982 | 49 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2025 | Oct 27, 2025 |
| GAMMA Investing LLC | History | Added to | 1,822 | 45 | 0.0% | 0.0% | 170 | +296 | 19.4% | Q3 2025 | Oct 02, 2025 |
| MetLife Investment Management, LLC | History | Added to | 1,767 | 43 | 0.0% | 0.0% | 171 | +21 | 1.2% | Q3 2025 | Nov 13, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,619 | 40 | 0.0% | 0.0% | 172 | +326 | 25.21% | Q3 2025 | Nov 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,574 | 39 | 0.0% | 0.0% | 173 | +705 | 81.13% | Q3 2025 | Nov 10, 2025 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,288 | 32 | 0.0% | 0.0% | 174 | +27 | 2.14% | Q3 2025 | Nov 07, 2025 |
| SBI Securities Co., Ltd. | History | Added to | 925 | 22 | 0.0% | 0.0% | 175 | +86 | 10.25% | Q3 2025 | Nov 05, 2025 |
| CI INVESTMENTS INC. | History | Added to | 789 | 20 | 0.0% | 0.0% | 176 | +131 | 19.91% | Q3 2025 | Nov 12, 2025 |
| SIGNATUREFD, LLC | History | No change | 786 | 19 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| NewEdge Advisors, LLC | History | Added to | 757 | 18 | 0.0% | 0.0% | 178 | +583 | 335.06% | Q3 2025 | Nov 17, 2025 |
| Steward Partners Investment Advisory, LLC | History | New | 487 | 12 | 0.0% | — | 180 | +487 | New | Q3 2025 | Nov 12, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 12 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Parallel Advisors, LLC | History | Added to | 472 | 11 | 0.0% | 0.0% | 181 | +20 | 4.42% | Q3 2025 | Nov 13, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | New | 437 | 10 | 0.0% | — | 182 | +437 | New | Q3 2025 | Nov 13, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| Covestor Ltd | History | No change | 337 | 8 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2025 | Oct 30, 2025 |
| CIBC Private Wealth Group LLC | History | No change | 321 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2025 | Nov 24, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 243 | 6 | 0.0% | — | 186 | +243 | New | Q3 2025 | Nov 14, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 257 | 6 | 0.0% | — | 187 | +220 | 594.59% | Q3 2025 | Oct 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 237 | 5 | 0.0% | 0.0% | 188 | +2 | 0.85% | Q3 2025 | Nov 07, 2025 |
| Crewe Advisors LLC | History | New | 201 | 4 | 0.0% | — | 190 | +201 | New | Q3 2025 | Nov 13, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | New | 200 | 4 | 0.0% | — | 189 | +200 | New | Q3 2025 | Nov 13, 2025 |
| Bare Financial Services, Inc | History | Added to | 143 | 3 | 0.0% | — | 193 | +111 | 346.88% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 153 | 3 | 0.0% | 0.0% | 192 | -86 | -35.98% | Q3 2025 | Nov 19, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 122 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 119 | 2 | 0.0% | — | 194 | +119 | New | Q3 2025 | Nov 04, 2025 |
| Salomon & Ludwin, LLC | History | New | 103 | 2 | 0.0% | — | 195 | +103 | New | Q3 2025 | Oct 21, 2025 |
| Bell Investment Advisors, Inc | History | No change | 109 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2025 | Nov 21, 2025 |
| True Wealth Design, LLC | History | No change | 107 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| IFP Advisors, Inc | History | Reduced | 46 | 1 | 0.0% | 0.0% | 203 | -1,980 | -97.73% | Q3 2025 | Feb 06, 2026 |
| Marquette Asset Management, LLC | History | New | 68 | 1 | 0.0% | — | 200 | +68 | New | Q3 2025 | Oct 24, 2025 |
| Palisade Asset Management, LLC | History | New | 65 | 1 | 0.0% | — | 201 | +65 | New | Q3 2025 | Nov 17, 2025 |
| Rockefeller Capital Management L.P. | History | New | 50 | 1 | 0.0% | — | 204 | +50 | New | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Added to | 80 | 1 | 0.0% | 0.0% | 198 | +7 | 9.59% | Q3 2025 | Nov 10, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 33 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| Parkside Financial Bank & Trust | History | No change | 60 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2025 | Oct 30, 2025 |
| Sachetta, LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2025 | Oct 24, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.41% | — | -5,000,000 | -100.0% | Q2 2025 | Aug 18, 2025 |
| NORGES BANK | History | Closed out | 0 | 0 | — | 0.01% | — | -4,177,541 | -100.0% | Q2 2025 | Aug 13, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,144,634 | -100.0% | Q2 2025 | Aug 18, 2025 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 1.73% | — | -778,110 | -100.0% | Q2 2025 | Aug 14, 2025 |
| HARBER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 3.09% | — | -394,424 | -100.0% | Q2 2025 | Aug 14, 2025 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -354,715 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Slotnik Capital, LLC | History | Closed out | 0 | 0 | — | 3.1% | — | -334,126 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Circumference Group LLC | History | Closed out | 0 | 0 | — | 5.81% | — | -230,000 | -100.0% | Q2 2025 | Aug 14, 2025 |
| GABELLI FUNDS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -179,400 | -100.0% | Q2 2025 | Aug 13, 2025 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -150,000 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116,711 | -100.0% | Q2 2025 | Aug 27, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -113,297 | -100.0% | Q2 2025 | Aug 14, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -100,809 | -100.0% | Q2 2025 | Nov 21, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -95,139 | -100.0% | Q2 2025 | Aug 14, 2025 |
| QVT Financial LP | History | Closed out | 0 | 0 | — | 0.2% | — | -90,817 | -100.0% | Q2 2025 | Aug 14, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78,729 | -100.0% | Q2 2025 | Aug 12, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.09% | — | -70,996 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -58,437 | -100.0% | Q2 2025 | Aug 14, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -50,600 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Sagefield Capital LP | History | Closed out | 0 | 0 | — | 0.16% | — | -48,500 | -100.0% | Q2 2025 | Aug 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -37,351 | -100.0% | Q2 2025 | Aug 14, 2025 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -32,250 | -100.0% | Q2 2025 | Apr 20, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,818 | -100.0% | Q2 2025 | Aug 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,651 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,270 | -100.0% | Q2 2025 | Aug 14, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -27,338 | -100.0% | Q2 2025 | Aug 14, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,019 | -100.0% | Q2 2025 | Aug 13, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,716 | -100.0% | Q2 2025 | Aug 01, 2025 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,502 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,298 | -100.0% | Q2 2025 | Jul 25, 2025 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,194 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -809 | -100.0% | Q2 2025 | Feb 17, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -441 | -100.0% | Q2 2025 | Jul 08, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q2 2025 | Jul 24, 2025 |
| Advisory Services Network, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2025 | Nov 18, 2025 |
| Root Financial Partners, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2025 | Oct 29, 2025 |
| Sunbelt Securities, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2025 | Nov 19, 2025 |
| WealthTrak Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Added to | 21 | 0 | — | — | — | +11 | 110.0% | Q3 2025 | Dec 15, 2025 |
| Wealthspire Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2025 | Nov 14, 2025 |
| Turning Point Benefit Group, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2025 | Nov 17, 2025 |
| Cloud Capital Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2025 | Nov 03, 2025 |
| ASSETMARK, INC | History | Reduced | 25 | 0 | — | — | — | -7 | -21.88% | Q3 2025 | Nov 06, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 16 | 0 | — | — | — | -5 | -23.81% | Q3 2025 | Oct 22, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q3 2025 | Nov 07, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2025 | Sep 15, 2025 |
| SouthState Bank Corp | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| UMB Bank, n.a. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| AdvisorNet Financial, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 09, 2025 |
| IMA Advisory Services, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 06, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Feb 23, 2026 |
| Bogart Wealth, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 27, 2025 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 09, 2025 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| DecisionPoint Financial, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Fortitude Family Office, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 14, 2025 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 07, 2025 |