JinkoSolar Holding Co., Ltd. - JKS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Added to | 1,604,250 | 41,405 | 0.01% | 0.01% | 1 | +213,935 | 15.39% | Q4 2025 | Feb 19, 2026 |
| BlackRock, Inc. | History | Reduced | 1,542,906 | 39,822 | 0.0% | 0.0% | 2 | -29,206 | -1.86% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,381,478 | 36,288 | 0.04% | 0.04% | 3 | +20,000 | 1.47% | Q4 2025 | Feb 18, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,266,726 | 32,694 | 0.0% | 0.0% | 4 | +12,203 | 0.97% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,257,680 | 32,460 | 0.0% | 0.0% | 5 | -78,260 | -5.86% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 841,899 | 21,739 | 0.0% | 0.0% | 6 | -11,099 | -1.3% | Q4 2025 | Feb 12, 2026 |
| Greenwoods Asset Management Hong Kong Ltd. | History | No change | 780,933 | 20,155 | 0.5% | 0.42% | 7 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 758,101 | 19,537 | 0.03% | 0.02% | 8 | +298,655 | 65.0% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Added to | 735,159 | 18,977 | 0.0% | 0.0% | 9 | +54,661 | 8.03% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 660,976 | 17,059 | 0.0% | 0.0% | 10 | -556,934 | -45.73% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 602,229 | 15,543 | 0.0% | 0.0% | 11 | +62,830 | 11.65% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 499,964 | 12,904 | 0.0% | 0.0% | 12 | +494,595 | 9212.05% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 414,228 | 10,691 | 0.0% | 0.0% | 13 | +108,744 | 35.6% | Q4 2025 | Feb 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 391,201 | 10,096 | 0.02% | 0.01% | 14 | -18,919 | -4.61% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 347,661 | 9,143 | 0.01% | 0.0% | 15 | +332,720 | 2226.89% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 339,454 | 8,761 | 0.07% | — | 16 | +339,454 | New | Q4 2025 | Feb 13, 2026 |
| Lloyd Harbor Capital Management, LLC | History | Reduced | 336,877 | 8,694 | 4.19% | 6.34% | 17 | -340,000 | -50.23% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 333,462 | 8,606 | 0.01% | 0.0% | 18 | +317,462 | 1984.14% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 297,503 | 7,678 | 0.0% | 0.0% | 19 | -14,512 | -4.65% | Q4 2025 | Mar 25, 2026 |
| BARCLAYS PLC | History | Added to | 280,199 | 7,231 | 0.0% | 0.0% | 20 | +251,278 | 868.84% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 253,788 | 6,550 | 0.01% | 0.01% | 21 | -53,826 | -17.5% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 217,147 | 5,604 | 0.01% | 0.0% | 22 | +146,300 | 206.5% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 194,231 | 5,013 | 0.01% | 0.01% | 23 | +127,234 | 189.91% | Q4 2025 | Jan 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 170,900 | 4,410 | 0.0% | 0.0% | 24 | -117,336 | -40.71% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 148,953 | 3,844 | 0.0% | 0.0% | 25 | +76,526 | 105.66% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 137,500 | 3,548 | 0.01% | — | 26 | +137,500 | New | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 129,653 | 3,346 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Wealth Planning, LLC | History | New | 118,079 | 3,299 | 0.02% | — | 28 | +118,079 | New | Q4 2025 | Feb 11, 2026 |
| Jefferies Financial Group Inc. | History | New | 125,000 | 3,226 | 0.02% | — | 29 | +125,000 | New | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 120,662 | 3,114 | 0.0% | 0.0% | 30 | -65,091 | -35.04% | Q4 2025 | Feb 12, 2026 |
| Progeny 3, Inc. | History | Added to | 119,000 | 3,071 | 0.17% | 0.12% | 31 | +21,600 | 22.18% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 110,100 | 2,841 | 0.01% | 0.01% | 32 | -61,448 | -35.82% | Q4 2025 | Mar 12, 2026 |
| Jump Financial, LLC | History | New | 83,697 | 2,160 | 0.03% | — | 33 | +83,697 | New | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 83,404 | 2,152 | 0.01% | 0.0% | 34 | +35,057 | 72.51% | Q4 2025 | Jan 30, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 78,358 | 2,022 | 0.12% | 0.1% | 35 | +9,004 | 12.98% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 76,792 | 1,982 | 0.0% | 0.0% | 36 | -27,078 | -26.07% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 71,614 | 1,848 | 0.0% | 0.0% | 37 | +3,218 | 4.7% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 62,884 | 1,623 | 0.0% | 0.0% | 38 | +49,184 | 359.01% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Reduced | 49,500 | 1,277 | 0.0% | 0.0% | 39 | -12,965 | -20.76% | Q4 2025 | Jan 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 43,804 | 1,130 | 0.0% | 0.0% | 40 | +9,804 | 28.84% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 42,378 | 1,093 | 0.01% | 0.01% | 41 | +889 | 2.14% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 41,900 | 1,081 | 0.0% | 0.0% | 42 | +24,900 | 146.47% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 41,577 | 1,076 | 0.0% | 0.0% | 43 | -14,081 | -25.3% | Q4 2025 | Mar 20, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 40,566 | 1,047 | 0.0% | 0.0% | 44 | +3,427 | 9.23% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | New | 40,550 | 1,046 | 0.0% | — | 45 | +40,550 | New | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 40,272 | 1,039 | 0.0% | 0.0% | 46 | -2,735 | -6.36% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | New | 40,254 | 1,038 | 0.0% | — | 47 | +40,254 | New | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 29,033 | 749 | 0.0% | — | 48 | +29,033 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 28,100 | 725 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 28,020 | 723 | 0.0% | 0.0% | 50 | -11,395 | -28.91% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 27,777 | 716 | 0.0% | 0.01% | 51 | -38,194 | -57.9% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 26,608 | 686 | 0.0% | 0.0% | 52 | -951 | -3.45% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 25,531 | 658 | 0.0% | 0.0% | 53 | +12,600 | 97.44% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 24,707 | 642 | 0.01% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,259 | 600 | 0.0% | 0.0% | 55 | -9,499 | -29.0% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 22,968 | 592 | 0.0% | — | 56 | +22,968 | New | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 20,751 | 579 | 0.0% | 0.0% | 57 | -323 | -1.53% | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Added to | 21,955 | 566 | 0.0% | 0.0% | 58 | +109 | 0.5% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 20,193 | 521 | 0.0% | 0.0% | 59 | -4,583 | -18.5% | Q4 2025 | Feb 10, 2026 |
| Krane Funds Advisors LLC | History | Reduced | 18,886 | 487 | 0.02% | 0.01% | 60 | -2,709 | -12.54% | Q4 2025 | Feb 11, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 17,600 | 454 | 0.0% | 0.0% | 61 | +2,700 | 18.12% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 17,065 | 440 | 0.0% | 0.0% | 62 | +1,219 | 7.69% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | New | 15,549 | 401 | 0.0% | — | 63 | +15,549 | New | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | No change | 14,255 | 367 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 13,200 | 340 | 0.1% | — | 65 | +13,200 | New | Q4 2025 | Jan 26, 2026 |
| CIBC WORLD MARKET INC. | History | New | 13,087 | 337 | 0.0% | — | 66 | +13,087 | New | Q4 2025 | Feb 10, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 12,799 | 330 | 0.01% | 0.01% | 67 | -626 | -4.66% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,247 | 316 | 0.0% | 0.0% | 68 | -62 | -0.5% | Q4 2025 | Feb 10, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 11,025 | 285 | 0.01% | 0.02% | 69 | -3,164 | -22.3% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | No change | 10,200 | 263 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 9,840 | 253 | 0.0% | 0.0% | 71 | -63,626 | -86.61% | Q4 2025 | Feb 17, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 9,300 | 240 | 0.07% | 0.07% | 72 | -100 | -1.06% | Q4 2025 | Jan 16, 2026 |
| Russell Investments Group, Ltd. | History | New | 8,171 | 215 | 0.0% | — | 73 | +8,171 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 8,115 | 209 | 0.0% | — | 74 | +8,115 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 7,940 | 204 | 0.01% | — | 75 | +7,940 | New | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 7,738 | 200 | 0.0% | — | 76 | +7,738 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,578 | 195 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 6,800 | 186 | 0.0% | 0.0% | 78 | +5,076 | 294.43% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,086 | 182 | 0.0% | 0.0% | 79 | +5,211 | 277.92% | Q4 2025 | Feb 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 6,900 | 178 | 0.02% | 0.03% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,345 | 137 | 0.0% | 0.0% | 81 | -52,127 | -90.7% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,609 | 118 | 0.0% | 0.0% | 82 | -180 | -3.76% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,233 | 109 | 0.0% | 0.0% | 83 | -5,720 | -57.47% | Q4 2025 | Feb 11, 2026 |
| Leonteq Securities AG | History | Added to | 3,910 | 100 | 0.0% | 0.0% | 84 | +3,297 | 537.85% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,557 | 92 | 0.0% | — | 85 | +3,557 | New | Q4 2025 | Feb 17, 2026 |
| Maj Invest Holding A/S | History | No change | 3,200 | 83 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,600 | 67 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Banque Cantonale Vaudoise | History | New | 2,240 | 58 | 0.0% | — | 88 | +2,240 | New | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,672 | 43 | 0.0% | 0.0% | 89 | +466 | 38.64% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,563 | 40 | 0.0% | 0.0% | 90 | +1,329 | 567.95% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 1,300 | 33 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,079 | 27 | 0.0% | 0.0% | 92 | -35 | -3.14% | Q4 2025 | Jan 26, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 1,028 | 26 | 0.0% | — | 93 | +1,028 | New | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 871 | 22 | 0.0% | 0.0% | 94 | +24 | 2.83% | Q4 2025 | Jan 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 683 | 17 | 0.0% | 0.0% | 95 | +68 | 11.06% | Q4 2025 | Jan 27, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 562 | 14 | 0.0% | 0.0% | 96 | -63 | -10.08% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 507 | 13 | 0.0% | 0.0% | 97 | +108 | 27.07% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CENTRAL TRUST Co | History | No change | 387 | 9 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | New | 320 | 8 | 0.0% | — | 100 | +320 | New | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 287 | 7 | 0.0% | 0.0% | 101 | +42 | 17.14% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 217 | 5 | 0.0% | — | 103 | +217 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 200 | 5 | 0.0% | — | 104 | +200 | New | Q4 2025 | Feb 12, 2026 |
| DV EQUITIES, LLC | History | New | 200 | 5 | 0.0% | — | 105 | +200 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 201 | 5 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 100 | 2 | 0.0% | — | 106 | +100 | New | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 116 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 52 | 1 | 0.0% | 0.0% | 111 | -164 | -75.93% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 72 | 1 | 0.0% | — | 112 | +72 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 57 | 1 | 0.0% | — | 110 | +57 | New | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 39 | 1 | 0.0% | — | 109 | +39 | New | Q4 2025 | Jan 15, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.22% | — | -42,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,562 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -28,198 | -100.0% | Q3 2025 | Nov 03, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,159 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,650 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,609 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SPX Gestao de Recursos Ltda | History | Closed out | 0 | 0 | — | 0.02% | — | -10,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -8,792 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -7,738 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wilmington Savings Fund Society, FSB | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |