KRONOS WORLDWIDE INC - KRO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,161,405 | 13,973 | 0.0% | 0.0% | 1 | -98,112 | -3.01% | Q4 2025 | Feb 12, 2026 |
| Boston Partners | History | Added to | 2,961,076 | 13,091 | 0.01% | 0.02% | 2 | +12,962 | 0.44% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,743,157 | 7,704 | 0.0% | 0.0% | 3 | -454,816 | -20.69% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 1,666,429 | 7,365 | 0.0% | 0.0% | 4 | +40,967 | 2.52% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 769,364 | 3,400 | 0.0% | 0.0% | 5 | +182,620 | 31.12% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 668,397 | 2,954 | 0.0% | 0.01% | 6 | -74,691 | -10.05% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 548,773 | 2,425 | 0.0% | 0.0% | 7 | +25,499 | 4.87% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 541,095 | 2,392 | 0.0% | 0.0% | 8 | +8,641 | 1.62% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 505,493 | 2,234 | 0.0% | 0.0% | 9 | -10,029 | -1.95% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 469,716 | 2,076 | 0.0% | 0.0% | 10 | +157,823 | 50.6% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 392,511 | 1,734 | 0.0% | 0.0% | 11 | -79,794 | -16.89% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 244,595 | 1,081 | 0.0% | 0.0% | 12 | +7,382 | 3.11% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 243,425 | 1,075 | 0.0% | 0.0% | 14 | -31,341 | -11.41% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 243,280 | 1,075 | 0.0% | 0.0% | 13 | +17,554 | 7.78% | Q4 2025 | Mar 25, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 233,674 | 1,032 | 0.0% | — | 15 | +233,674 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 192,749 | 851 | 0.0% | 0.0% | 16 | -8,949 | -4.44% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 175,962 | 777 | 0.0% | 0.0% | 17 | +3,244 | 1.88% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | Reduced | 167,270 | 739 | 0.05% | 0.06% | 18 | -11,680 | -6.53% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 162,728 | 719 | 0.0% | 0.0% | 19 | -20,744 | -11.31% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 162,131 | 716 | 0.0% | 0.0% | 20 | +39,986 | 32.74% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 128,669 | 568 | 0.0% | 0.0% | 21 | +107,425 | 505.67% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 114,600 | 506 | 0.0% | 0.0% | 22 | -19,900 | -14.8% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 104,351 | 461 | 0.0% | 0.0% | 23 | +41,639 | 66.4% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 95,342 | 421 | 0.0% | 0.0% | 24 | +36,622 | 62.37% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 91,172 | 402 | 0.0% | 0.0% | 25 | -31,476 | -25.66% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 81,581 | 360 | 0.01% | 0.01% | 26 | -6,363 | -7.24% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 80,901 | 358 | 0.03% | 0.04% | 27 | -8,595 | -9.6% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 69,363 | 306 | 0.0% | — | 28 | +69,363 | New | Q4 2025 | Feb 05, 2026 |
| Nuveen, LLC | History | Reduced | 64,518 | 285 | 0.0% | 0.0% | 29 | -92,996 | -59.04% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 61,606 | 272 | 0.0% | 0.0% | 30 | -2,360 | -3.69% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 61,322 | 271 | 0.0% | — | 31 | +61,322 | New | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Reduced | 57,058 | 252 | 0.0% | 0.0% | 32 | -1,075 | -1.85% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 56,482 | 249 | 0.0% | — | 33 | +56,482 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 54,466 | 241 | 0.0% | 0.0% | 34 | +30,100 | 123.53% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 49,511 | 218 | 0.0% | 0.0% | 35 | -29,480 | -37.32% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 46,249 | 204 | 0.0% | 0.0% | 36 | -7,576 | -14.08% | Q4 2025 | Feb 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 44,030 | 194 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Monaco Asset Management SAM | History | New | 40,000 | 176 | 0.03% | — | 38 | +40,000 | New | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 36,510 | 161 | 0.0% | 0.0% | 40 | -111,123 | -75.27% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 36,241 | 161 | 0.0% | — | 39 | +36,241 | New | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 35,559 | 157 | 0.01% | 0.01% | 41 | +11,335 | 46.79% | Q4 2025 | Jan 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 35,451 | 156 | 0.0% | 0.0% | 42 | +1,286 | 3.76% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 34,015 | 150 | 0.0% | 0.0% | 43 | +3,273 | 10.65% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | Reduced | 32,250 | 142 | 0.03% | 0.04% | 44 | -1,500 | -4.44% | Q4 2025 | Jan 06, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 32,045 | 141 | 0.02% | 0.03% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 29,382 | 129 | 0.0% | 0.0% | 46 | +9,114 | 44.97% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 29,239 | 129 | 0.0% | 0.0% | 47 | -6,719 | -18.69% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 28,824 | 127 | 0.0% | 0.0% | 48 | -4,032 | -12.27% | Q4 2025 | Feb 13, 2026 |
| KG&L Capital Management,LLC | History | Added to | 23,000 | 118 | 0.03% | 0.04% | 49 | +1,200 | 5.5% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 25,990 | 114 | 0.0% | 0.0% | 50 | +6,100 | 30.67% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 25,124 | 111 | 0.0% | — | 51 | +25,124 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 24,840 | 109 | 0.0% | — | 52 | +24,840 | New | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 24,375 | 107 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 23,704 | 104 | 0.0% | 0.0% | 54 | -16,430 | -40.94% | Q4 2025 | Jan 29, 2026 |
| Brevan Howard Capital Management LP | History | New | 22,035 | 97 | 0.0% | — | 55 | +22,035 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 22,068 | 97 | 0.0% | 0.01% | 56 | -12,249 | -35.69% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,507 | 81 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 14,989 | 66 | 0.0% | 0.0% | 58 | -6,400 | -29.92% | Q4 2025 | Feb 13, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 12,246 | 65 | 0.01% | 0.03% | 59 | -10,393 | -45.91% | Q4 2025 | Jan 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,048 | 62 | 0.0% | 0.0% | 60 | -2,613 | -15.68% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 13,950 | 61 | 0.0% | 0.0% | 61 | +8,730 | 167.24% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 13,700 | 60 | 0.0% | 0.0% | 62 | -56,800 | -80.57% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 13,434 | 59 | 0.0% | — | 63 | +13,434 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | New | 13,257 | 58 | 0.0% | — | 64 | +13,257 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 12,633 | 56 | 0.0% | 0.0% | 65 | -27 | -0.21% | Q4 2025 | Mar 09, 2026 |
| Alpine Global Management, LLC | History | New | 12,316 | 54 | 0.01% | — | 66 | +12,316 | New | Q4 2025 | Feb 26, 2026 |
| AXQ CAPITAL, LP | History | Added to | 12,067 | 53 | 0.01% | 0.03% | 67 | +471 | 4.06% | Q4 2025 | Feb 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 11,988 | 52 | 0.0% | — | 68 | +11,988 | New | Q4 2025 | Feb 17, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 11,600 | 51 | 0.02% | 0.02% | 69 | +4,700 | 68.12% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,693 | 47 | 0.0% | 0.0% | 70 | -15,526 | -59.22% | Q4 2025 | Feb 11, 2026 |
| Jain Global LLC | History | New | 10,339 | 45 | 0.0% | — | 74 | +10,339 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 10,278 | 45 | 0.0% | — | 71 | +10,278 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 10,374 | 45 | 0.0% | 0.0% | 73 | -307 | -2.87% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 10,331 | 45 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,756 | 39 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | No change | 8,146 | 36 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aquatic Capital Management LLC | History | New | 7,469 | 33 | 0.0% | — | 77 | +7,469 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 7,052 | 31 | 0.0% | 0.0% | 79 | +92 | 1.32% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,170 | 31 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,630 | 24 | 0.0% | 0.0% | 80 | +3,244 | 135.96% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,655 | 24 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,352 | 23 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,763 | 21 | 0.0% | 0.0% | 83 | -1,500 | -23.95% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,247 | 14 | 0.0% | 0.0% | 84 | -745 | -18.66% | Q4 2025 | Jan 15, 2026 |
| MAI Capital Management | History | Added to | 2,666 | 11 | 0.0% | 0.0% | 85 | +1,000 | 60.02% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | New | 2,362 | 10 | 0.0% | — | 86 | +2,362 | New | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Reduced | 2,130 | 9 | 0.0% | 0.0% | 87 | -16,755 | -88.72% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 1,821 | 8 | 0.0% | 0.0% | 90 | -2,295 | -55.76% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,031 | 8 | 0.0% | 0.0% | 91 | -9 | -0.44% | Q4 2025 | Feb 06, 2026 |
| Legal & General Group Plc | History | No change | 1,876 | 8 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,877 | 8 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 1,667 | 7 | 0.0% | 0.0% | 92 | +762 | 84.2% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,600 | 7 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,534 | 6 | 0.0% | 0.0% | 94 | -22 | -1.41% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,258 | 5 | 0.0% | 0.0% | 96 | -248 | -16.47% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,342 | 5 | 0.0% | 0.0% | 95 | -236 | -14.96% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | New | 863 | 3 | 0.0% | — | 100 | +863 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 852 | 3 | 0.0% | 0.0% | 97 | +451 | 112.47% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 686 | 3 | 0.0% | 0.0% | 98 | -89 | -11.48% | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 585 | 3 | 0.0% | 0.0% | 99 | -10 | -1.68% | Q4 2025 | Jan 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 579 | 2 | 0.0% | 0.0% | 102 | +283 | 95.61% | Q4 2025 | Feb 03, 2026 |
| GROUP ONE TRADING LLC | History | No change | 590 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop National Bank | History | No change | 496 | 2 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Blue Trust, Inc. | History | New | 283 | 1 | 0.0% | — | 104 | +283 | New | Q4 2025 | Jan 16, 2026 |
| Quarry LP | History | New | 274 | 1 | 0.0% | — | 108 | +274 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 147 | 1 | 0.0% | 0.0% | 106 | -93 | -38.75% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 274 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | No change | 375 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -42,340 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,064 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,997 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,058 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,090 | -100.0% | Q3 2025 | Dec 01, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,206 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,028 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -905 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -793 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -382 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -160 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Avion Wealth | History | New | 117 | 0 | — | — | — | +117 | New | Q4 2025 | Jan 23, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -102 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -77 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -75 | -100.0% | Q3 2025 | Oct 02, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 12 | 0 | — | — | — | -63 | -84.0% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Transamerica Financial Advisors, LLC | History | Added to | 34 | 0 | — | — | — | +10 | 41.67% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 3 | 0 | — | — | — | -10 | -76.92% | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 18 | 0 | — | — | — | -4 | -18.18% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 210 | 0 | — | 0.0% | — | +2 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |