ORTHOPEDIATRICS CORP - KIDS
Detailed investor-level table based on 13F positions.
Early Q1 2026 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | History | Reduced | 1,890,886 | 33,582 | 0.05% | 0.05% | 1 | -3,819 | -0.2% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,396,495 | 24,801 | 0.01% | 0.01% | 2 | +452,840 | 47.99% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 1,190,382 | 21,141 | 0.0% | 0.0% | 3 | -26,192 | -2.15% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,116,141 | 19,822 | 0.0% | 0.0% | 4 | +4,693 | 0.42% | Q4 2025 | Feb 13, 2026 |
| BRAIDWELL LP | History | Reduced | 1,100,370 | 19,542 | 0.62% | 0.61% | 5 | -7,400 | -0.67% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,019,696 | 18,109 | 0.0% | 0.0% | 6 | -4,859 | -0.47% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 970,445 | 17,235 | 0.0% | 0.0% | 7 | +9,115 | 0.95% | Q4 2025 | Jan 29, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 663,981 | 11,792 | 0.5% | 0.58% | 8 | -95,970 | -12.63% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 622,419 | 11,054 | 0.0% | 0.0% | 9 | -97,412 | -13.53% | Q4 2025 | Feb 12, 2026 |
| Soleus Capital Management, L.P. | History | Added to | 525,447 | 9,331 | 0.34% | 0.12% | 10 | +397,447 | 310.51% | Q4 2025 | Feb 12, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 514,097 | 9,130 | 0.75% | 0.83% | 11 | -567,123 | -52.45% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 410,569 | 7,292 | 0.0% | 0.0% | 12 | -7,283 | -1.74% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 395,410 | 7,022 | 0.0% | 0.0% | 13 | -31,774 | -7.44% | Q4 2025 | Feb 13, 2026 |
| WASATCH ADVISORS LP | History | New | 289,869 | 5,148 | 0.03% | — | 14 | +289,869 | New | Q4 2025 | Feb 12, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 268,265 | 4,764 | 0.09% | 0.09% | 15 | -25,599 | -8.71% | Q4 2025 | Jan 13, 2026 |
| Roubaix Capital, LLC | History | New | 234,323 | 4,161 | 1.77% | — | 16 | +234,323 | New | Q4 2025 | Feb 09, 2026 |
| AWM Investment Company, Inc. | History | Reduced | 214,169 | 3,803 | 0.37% | 0.96% | 17 | -335,780 | -61.06% | Q4 2025 | Feb 13, 2026 |
| Nantahala Capital Management, LLC | History | Added to | 199,449 | 3,542 | 0.12% | 0.03% | 18 | +150,000 | 303.34% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 181,743 | 3,227 | 0.07% | 0.07% | 19 | +16,230 | 9.81% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 178,272 | 3,166 | 0.03% | 0.04% | 20 | -1,138 | -0.63% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 174,146 | 3,092 | 0.0% | 0.0% | 21 | +92,254 | 112.65% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 155,252 | 2,757 | 0.0% | 0.0% | 22 | -19,771 | -11.3% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 152,611 | 2,710 | 0.0% | 0.0% | 23 | +130,786 | 599.25% | Q4 2025 | Feb 17, 2026 |
| Triodos Investment Management BV | History | Added to | 147,000 | 2,640 | 0.19% | 0.18% | 24 | +14,500 | 10.94% | Q4 2025 | Feb 10, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Reduced | 144,220 | 2,561 | 0.03% | 0.05% | 25 | -49,889 | -25.7% | Q4 2025 | Feb 17, 2026 |
| Prosight Management, LP | History | Reduced | 136,741 | 2,428 | 0.5% | 1.33% | 26 | -171,966 | -55.71% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 135,475 | 2,406 | 0.0% | 0.0% | 27 | +4,360 | 3.33% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 132,166 | 2,347 | 0.0% | 0.0% | 28 | +88,047 | 199.57% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 112,996 | 2,006 | 0.0% | 6.1% | 29 | +42,061 | 59.3% | Q4 2025 | Feb 17, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | New | 109,959 | 1,952 | 0.02% | — | 30 | +109,959 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 92,420 | 1,641 | 0.0% | — | 31 | +92,420 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 91,520 | 1,625 | 0.13% | 0.15% | 32 | -13,169 | -12.58% | Q4 2025 | Jan 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 73,214 | 1,300 | 0.0% | 0.0% | 33 | +61,123 | 505.52% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 72,123 | 1,280 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | New | 67,045 | 1,190 | 0.0% | — | 35 | +67,045 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 64,088 | 1,138 | 0.0% | 0.0% | 36 | -2,944 | -4.39% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 62,592 | 1,111 | 0.0% | 0.0% | 37 | +19,422 | 44.99% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 62,408 | 1,108 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 51,360 | 912 | 0.0% | 0.0% | 39 | -6,829 | -11.74% | Q4 2025 | Feb 10, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 48,210 | 856 | 0.01% | 0.02% | 40 | -15,185 | -23.95% | Q4 2025 | Feb 02, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Reduced | 47,000 | 834 | 0.04% | 0.15% | 41 | -134,000 | -74.03% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 44,864 | 794 | 0.0% | — | 42 | +44,864 | New | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 40,967 | 727 | 0.0% | 0.0% | 43 | +1,042 | 2.61% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 40,373 | 717 | 0.0% | 0.0% | 44 | -17,321 | -30.02% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 39,002 | 692 | 0.0% | 0.0% | 45 | +4,925 | 14.45% | Q4 2025 | Feb 19, 2026 |
| Trexquant Investment LP | History | Added to | 38,166 | 677 | 0.01% | 0.0% | 46 | +14,518 | 61.39% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 38,028 | 675 | 0.01% | — | 47 | +38,028 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 36,225 | 643 | 0.01% | — | 48 | +36,225 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 32,218 | 572 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 30,379 | 539 | 0.0% | — | 50 | +30,379 | New | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 26,703 | 474 | 0.01% | 0.01% | 51 | +113 | 0.42% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Added to | 26,405 | 468 | 0.0% | 0.0% | 52 | +2,561 | 10.74% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 24,011 | 426 | 0.04% | — | 53 | +24,011 | New | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 22,173 | 393 | 0.0% | 0.0% | 54 | -3,260 | -12.82% | Q4 2025 | Feb 13, 2026 |
| ADAR1 Capital Management, LLC | History | New | 19,845 | 352 | 0.03% | — | 55 | +19,845 | New | Q4 2025 | Feb 18, 2026 |
| Brooklyn Investment Group | History | New | 19,008 | 335 | 0.02% | — | 57 | +19,008 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 18,869 | 335 | 0.0% | 0.0% | 56 | +6,508 | 52.65% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 18,500 | 332 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 18,071 | 320 | 0.0% | 0.0% | 59 | +14,783 | 449.6% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 17,511 | 310 | 0.01% | 0.01% | 60 | -1,950 | -10.02% | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 16,190 | 287 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 14,897 | 264 | 0.0% | — | 62 | +14,897 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 14,392 | 255 | 0.0% | — | 63 | +14,392 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 12,704 | 225 | 0.0% | — | 64 | +12,704 | New | Q4 2025 | Feb 17, 2026 |
| INCEPTIONR LLC | History | Reduced | 11,964 | 212 | 0.06% | 0.06% | 66 | -2,345 | -16.39% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,945 | 212 | 0.0% | 0.0% | 65 | -125 | -1.04% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,737 | 208 | 0.0% | 0.0% | 67 | +143 | 1.23% | Q4 2025 | Feb 06, 2026 |
| CenterBook Partners LP | History | New | 11,640 | 206 | 0.01% | — | 68 | +11,640 | New | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 11,220 | 199 | 0.01% | 0.0% | 69 | +8,417 | 300.29% | Q4 2025 | Feb 09, 2026 |
| Quantbot Technologies LP | History | New | 11,106 | 197 | 0.01% | — | 70 | +11,106 | New | Q4 2025 | Feb 10, 2026 |
| FourThought Financial Partners, LLC | History | New | 11,096 | 197 | 0.02% | — | 71 | +11,096 | New | Q4 2025 | Feb 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 10,642 | 190 | 0.0% | — | 72 | +10,642 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 10,574 | 187 | 0.0% | — | 73 | +10,574 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,652 | 171 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 9,024 | 160 | 0.0% | 0.01% | 75 | -8,705 | -49.1% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,836 | 139 | 0.0% | 0.0% | 76 | -87 | -1.1% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 7,176 | 127 | 0.0% | 0.0% | 77 | +5,587 | 351.6% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,904 | 122 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Added to | 6,822 | 121 | 0.01% | 0.0% | 79 | +4,467 | 189.68% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 6,234 | 110 | 0.0% | 0.0% | 80 | -184,832 | -96.74% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | No change | 5,000 | 88 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,980 | 88 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,553 | 64 | 0.0% | — | 83 | +3,553 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,300 | 40 | 0.0% | 0.0% | 84 | +1,232 | 115.36% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 1,580 | 28 | 0.0% | 0.0% | 85 | -11,914 | -88.29% | Q4 2025 | Feb 09, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,616 | 28 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,565 | 27 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,402 | 24 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,294 | 22 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | New | 1,073 | 19 | 0.0% | — | 90 | +1,073 | New | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,042 | 18 | 0.0% | 0.0% | 91 | -13,755 | -92.96% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,000 | 17 | 0.0% | — | 92 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 840 | 14 | 0.0% | 0.0% | 93 | +330 | 64.71% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 767 | 13 | 0.0% | 0.0% | 94 | -131 | -14.59% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 713 | 12 | 0.0% | 0.0% | 95 | -637 | -47.19% | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 578 | 10 | 0.0% | — | 96 | +567 | 5154.55% | Q4 2025 | Jan 15, 2026 |
| Torren Management, LLC | History | New | 519 | 9 | 0.0% | — | 98 | +519 | New | Q4 2025 | Jan 30, 2026 |
| AMALGAMATED BANK | History | Reduced | 532 | 9 | 0.0% | 0.0% | 97 | -42 | -7.32% | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 390 | 7 | 0.0% | 0.0% | 100 | +50 | 14.71% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 417 | 7 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | Added to | 305 | 5 | 0.0% | 0.0% | 101 | +225 | 281.25% | Q4 2025 | Jan 05, 2026 |
| Fortitude Family Office, LLC | History | New | 266 | 4 | 0.0% | — | 103 | +266 | New | Q4 2025 | Jan 15, 2026 |
| Optiver Holding B.V. | History | No change | 254 | 4 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 172 | 3 | 0.0% | 0.0% | 104 | -13,176 | -98.71% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 200 | 3 | 0.0% | 0.0% | 106 | -116 | -36.71% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 193 | 3 | 0.0% | 0.0% | 105 | +29 | 17.68% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 118 | 2 | 0.0% | — | 109 | +93 | 372.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 167 | 2 | 0.0% | 0.0% | 107 | +26 | 18.44% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 149 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 105 | 1 | 0.0% | — | 110 | +105 | New | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | New | 103 | 1 | 0.0% | — | 111 | +103 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -444,320 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FORMULA GROWTH LTD | History | Closed out | 0 | 0 | — | 0.53% | — | -81,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grandeur Peak Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -32,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Swiss National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -31,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Birchview Capital, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -16,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,880 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,705 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,400 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,341 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,892 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,420 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CANADA LIFE ASSURANCE Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,096 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | 0.0% | — | -267 | -99.26% | Q4 2025 | Mar 03, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -49 | -96.08% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 48 | 0 | — | — | — | +43 | 860.0% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |