IROBOT CORP - IRBTQ
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 1,563,470 | 5,612 | 0.0% | 0.0% | 1 | +24,970 | 1.62% | Q3 2025 | Nov 07, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 973,953 | 3,496 | 0.0% | 0.0% | 2 | +176,225 | 22.09% | Q3 2025 | Nov 10, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 939,470 | 3,372 | 0.0% | 0.0% | 3 | -83,931 | -8.2% | Q3 2025 | Nov 26, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 873,000 | 3,134 | 0.0% | 0.0% | 4 | +23,617 | 2.78% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Added to | 854,100 | 3,065 | 0.0% | 0.0% | 5 | +302,200 | 54.76% | Q3 2025 | Nov 12, 2025 |
| IMC-Chicago, LLC | History | Reduced | 638,667 | 2,292 | 0.0% | 0.0% | 6 | -68,203 | -9.65% | Q3 2025 | Nov 04, 2025 |
| BlackRock, Inc. | History | Added to | 625,169 | 2,244 | 0.0% | 0.0% | 7 | +17,353 | 2.85% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 568,257 | 2,040 | 0.0% | 0.0% | 8 | +229,151 | 67.58% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Added to | 504,300 | 1,810 | 0.0% | 0.0% | 9 | +197,400 | 64.32% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Added to | 490,038 | 1,759 | 0.0% | 0.0% | 10 | +302,808 | 161.73% | Q3 2025 | Nov 04, 2025 |
| GROUP ONE TRADING LLC | History | Reduced | 463,400 | 1,663 | 0.0% | 0.0% | 11 | -69,600 | -13.06% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Added to | 440,280 | 1,580 | 0.0% | 0.0% | 12 | +94,103 | 27.18% | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 376,305 | 1,350 | 0.0% | 0.0% | 13 | -521,722 | -58.1% | Q3 2025 | Feb 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 352,964 | 1,267 | 0.0% | 0.0% | 14 | +21,645 | 6.53% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Reduced | 293,572 | 1,053 | 0.0% | 0.0% | 15 | -188,675 | -39.12% | Q3 2025 | Nov 14, 2025 |
| DEUTSCHE BANK AG\ | History | No change | 287,856 | 1,033 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Reduced | 278,978 | 1,001 | 0.0% | 0.0% | 17 | -19,224 | -6.45% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Added to | 263,100 | 944 | 0.01% | 0.0% | 18 | +251,672 | 2202.24% | Q3 2025 | Nov 13, 2025 |
| Invesco Ltd. | History | Added to | 261,777 | 939 | 0.0% | 0.0% | 19 | +27,024 | 11.51% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Added to | 253,800 | 911 | 0.0% | 0.0% | 20 | +16,700 | 7.04% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 225,968 | 811 | 0.0% | 0.0% | 21 | -187,288 | -45.32% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | New | 220,083 | 790 | 0.0% | — | 22 | +220,083 | New | Q3 2025 | Nov 14, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 211,354 | 759 | 0.0% | 0.0% | 23 | -137,113 | -39.35% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 208,391 | 748 | 0.0% | 0.0% | 24 | -49,789 | -19.28% | Q3 2025 | Nov 14, 2025 |
| Sculptor Capital LP | History | New | 200,000 | 718 | 0.01% | — | 25 | +200,000 | New | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 178,300 | 640 | 0.0% | 0.0% | 26 | -149,057 | -45.53% | Q3 2025 | Nov 14, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 176,557 | 633 | 0.0% | 0.0% | 27 | -181,286 | -50.66% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | Reduced | 166,725 | 598 | 0.0% | 0.0% | 28 | -118,486 | -41.54% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Reduced | 160,195 | 575 | 0.0% | 0.0% | 29 | -8,554 | -5.07% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Reduced | 157,895 | 566 | 0.03% | 0.04% | 30 | -144,111 | -47.72% | Q3 2025 | Nov 14, 2025 |
| STATE STREET CORP | History | Reduced | 144,757 | 519 | 0.0% | 0.0% | 31 | -101 | -0.07% | Q3 2025 | Nov 14, 2025 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 129,602 | 465 | 0.0% | 0.0% | 32 | -65,284 | -33.5% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 116,676 | 418 | 0.0% | 0.0% | 33 | -461,912 | -79.83% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Added to | 113,733 | 408 | 0.0% | 0.0% | 34 | +36,733 | 47.71% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Added to | 101,628 | 364 | 0.0% | 0.0% | 35 | +48,650 | 91.83% | Q3 2025 | Nov 14, 2025 |
| NORTHERN TRUST CORP | History | Reduced | 78,162 | 280 | 0.0% | 0.0% | 36 | -10,454 | -11.8% | Q3 2025 | Nov 14, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 72,864 | 261 | 0.0% | 0.01% | 37 | -55,105 | -43.06% | Q3 2025 | Nov 14, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 64,540 | 232 | 0.0% | 0.0% | 38 | +20,600 | 46.88% | Q3 2025 | Nov 14, 2025 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 56,995 | 204 | 0.09% | 0.09% | 39 | -438 | -0.76% | Q3 2025 | Nov 13, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 56,622 | 203 | 0.0% | 0.0% | 40 | +590 | 1.05% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Added to | 56,391 | 202 | 0.0% | 0.0% | 41 | +4,789 | 9.28% | Q3 2025 | Nov 03, 2025 |
| LPL Financial LLC | History | Reduced | 43,106 | 154 | 0.0% | 0.0% | 42 | -306 | -0.7% | Q3 2025 | Nov 12, 2025 |
| Private Advisor Group, LLC | History | Reduced | 40,290 | 144 | 0.0% | 0.01% | 43 | -302,325 | -88.24% | Q3 2025 | Nov 13, 2025 |
| Marex Group plc | History | Added to | 40,250 | 144 | 0.0% | 0.0% | 44 | +127 | 0.32% | Q3 2025 | Nov 14, 2025 |
| Banque Cantonale Vaudoise | History | New | 37,669 | 135 | 0.01% | — | 45 | +37,669 | New | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | New | 37,277 | 134 | 0.01% | — | 46 | +37,277 | New | Q3 2025 | Nov 07, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 33,700 | 120 | 0.0% | 0.0% | 47 | -2,500 | -6.91% | Q3 2025 | Nov 12, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,939 | 115 | 0.0% | 0.0% | 48 | +11,920 | 59.54% | Q3 2025 | Oct 22, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 29,908 | 107 | 0.0% | 0.0% | 49 | -112,143 | -78.95% | Q3 2025 | Nov 13, 2025 |
| STIFEL FINANCIAL CORP | History | Reduced | 25,388 | 91 | 0.0% | 0.0% | 50 | -233 | -0.91% | Q3 2025 | Nov 12, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 22,214 | 79 | 0.0% | — | 51 | +22,214 | New | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | New | 16,845 | 60 | 0.0% | — | 52 | +16,845 | New | Q3 2025 | Nov 14, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 16,586 | 59 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Reduced | 14,500 | 52 | 0.01% | 0.04% | 54 | -61,500 | -80.92% | Q3 2025 | Nov 12, 2025 |
| SBI Securities Co., Ltd. | History | Added to | 14,220 | 51 | 0.0% | 0.0% | 55 | +1,840 | 14.86% | Q3 2025 | Nov 05, 2025 |
| Squarepoint Ops LLC | History | Reduced | 14,037 | 50 | 0.0% | 0.0% | 56 | -247,086 | -94.62% | Q3 2025 | Nov 14, 2025 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 10,846 | 39 | 0.0% | 0.0% | 57 | +3,513 | 47.91% | Q3 2025 | Oct 15, 2025 |
| Hilltop Partners LLC | History | Added to | 10,573 | 37 | 0.01% | 0.01% | 58 | +227 | 2.19% | Q3 2025 | Nov 17, 2025 |
| FMR LLC | History | Reduced | 10,229 | 36 | 0.0% | 0.0% | 59 | -219 | -2.1% | Q3 2025 | Nov 13, 2025 |
| AlphaQuest LLC | History | No change | 7,623 | 27 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| Leonteq Securities AG | History | Reduced | 7,312 | 26 | 0.0% | 0.01% | 61 | -36,127 | -83.17% | Q3 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 5,687 | 20 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,379 | 19 | 0.0% | 0.0% | 63 | +125 | 2.38% | Q3 2025 | Nov 03, 2025 |
| Sunbelt Securities, Inc. | History | Reduced | 4,655 | 16 | 0.0% | 0.0% | 64 | -2,195 | -32.04% | Q3 2025 | Nov 19, 2025 |
| CITIGROUP INC | History | Reduced | 3,520 | 12 | 0.0% | 0.0% | 65 | -26,893 | -88.43% | Q3 2025 | Nov 10, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,327 | 11 | 0.0% | 0.0% | 66 | +864 | 35.08% | Q3 2025 | Nov 04, 2025 |
| Russell Investments Group, Ltd. | History | Reduced | 3,335 | 11 | 0.0% | 0.0% | 67 | -7 | -0.21% | Q3 2025 | Nov 13, 2025 |
| Westside Investment Management, Inc. | History | No change | 3,000 | 10 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,123 | 7 | 0.0% | 0.0% | 69 | -23,939 | -91.85% | Q3 2025 | Nov 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,049 | 7 | 0.0% | 0.0% | 70 | -143 | -6.52% | Q3 2025 | Nov 14, 2025 |
| RHUMBLINE ADVISERS | History | Reduced | 1,567 | 5 | 0.0% | 0.0% | 71 | -743 | -32.16% | Q3 2025 | Nov 06, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 1,325 | 4 | 0.0% | 0.0% | 72 | +315 | 31.19% | Q3 2025 | Oct 14, 2025 |
| CWM, LLC | History | Reduced | 496 | 2 | 0.0% | 0.0% | 77 | -6,898 | -93.29% | Q3 2025 | Oct 15, 2025 |
| Strengthening Families & Communities, LLC | History | New | 700 | 2 | 0.0% | — | 78 | +700 | New | Q3 2025 | Nov 04, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 658 | 2 | 0.0% | 0.0% | 73 | -120 | -15.42% | Q3 2025 | Nov 13, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 644 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2025 | Nov 07, 2025 |
| ST GERMAIN D J CO INC | History | No change | 700 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2025 | Oct 07, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 704 | 2 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| BARCLAYS PLC | History | Reduced | 291 | 1 | 0.0% | 0.0% | 79 | -11,634 | -97.56% | Q3 2025 | Mar 31, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 300 | 1 | 0.0% | — | 81 | +300 | New | Q3 2025 | Nov 14, 2025 |
| Fortitude Family Office, LLC | History | Added to | 313 | 1 | 0.0% | — | 82 | +134 | 74.86% | Q3 2025 | Oct 17, 2025 |
| BESSEMER GROUP INC | History | No change | 150 | 1 | 0.0% | — | 80 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| Frazier Financial Advisors, LLC | History | No change | 306 | 1 | 0.0% | — | 83 | 0 | 0.0% | Q3 2025 | Oct 31, 2025 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -568,915 | -100.0% | Q2 2025 | Aug 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112,097 | -100.0% | Q2 2025 | Aug 14, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -103,391 | -100.0% | Q2 2025 | Nov 21, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -92,189 | -100.0% | Q2 2025 | Aug 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -54,355 | -100.0% | Q2 2025 | Aug 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,905 | -100.0% | Q2 2025 | Aug 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -37,731 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,649 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -14,200 | -100.0% | Q2 2025 | Aug 12, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -13,674 | -100.0% | Q2 2025 | Jul 24, 2025 |
| GABELLI FUNDS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Ionic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,992 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,112 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,102 | -100.0% | Q2 2025 | Aug 01, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,160 | -100.0% | Q2 2025 | Aug 14, 2025 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,400 | -100.0% | Q2 2025 | Aug 14, 2025 |
| FEDERATED HERMES, INC. | History | Reduced | 86 | 0 | — | 0.0% | — | -4,050 | -97.92% | Q3 2025 | Nov 03, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q2 2025 | Jul 07, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,579 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -309 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Rockefeller Capital Management L.P. | History | New | 248 | 0 | — | — | — | +248 | New | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -175 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Compass Planning Associates Inc | History | Closed out | 0 | 0 | — | — | — | -172 | -100.0% | Q2 2025 | Jul 21, 2025 |
| Rialto Wealth Management, LLC | History | New | 157 | 0 | — | — | — | +157 | New | Q3 2025 | Nov 07, 2025 |
| DB Fitzpatrick & Co, Inc | History | Added to | 192 | 0 | — | — | — | +150 | 357.14% | Q3 2025 | Oct 14, 2025 |
| Bare Financial Services, Inc | History | New | 148 | 0 | — | — | — | +148 | New | Q3 2025 | Nov 12, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q2 2025 | Jul 08, 2025 |
| Wealthspire Advisors, LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Reduced | 200 | 0 | — | — | — | -75 | -27.27% | Q3 2025 | Nov 10, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 75 | 0 | — | — | — | -70 | -48.28% | Q3 2025 | Nov 24, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 67 | 0 | — | — | — | +67 | New | Q3 2025 | Nov 19, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 59 | 0 | — | — | — | +59 | New | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | New | 32 | 0 | — | — | — | +32 | New | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q3 2025 | Nov 18, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2025 | Nov 14, 2025 |
| Washington Trust Advisors, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2025 | Nov 10, 2025 |
| Golden State Wealth Management, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2025 | Nov 03, 2025 |
| North Capital, Inc. | History | Added to | 243 | 0 | — | — | — | +1 | 0.41% | Q3 2025 | Oct 09, 2025 |
| BOKF, NA | History | No change | 170 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| ADIRONDACK TRUST CO | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 22, 2025 |
| SIGNATUREFD, LLC | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| Tradewinds Capital Management, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| NewEdge Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 17, 2025 |
| Bogart Wealth, LLC | History | No change | 109 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 27, 2025 |
| Larson Financial Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | No change | 233 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Dec 15, 2025 |
| Covestor Ltd | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 30, 2025 |
| Stephens Consulting, LLC | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| Main Street Group, LTD | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 07, 2025 |
| CGC Financial Services, LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 24, 2025 |
| Federation des caisses Desjardins du Quebec | History | No change | 111 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Legacy Wealth Managment, LLC/ID | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Caldwell Trust Co | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |