CS Disco, Inc. - LAW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Deer Management Co. LLC | History | No change | 8,652,826 | 67,145 | 6.53% | 5.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stephens Group, LLC | History | No change | 7,796,632 | 60,501 | 32.63% | 27.16% | 2 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Topline Capital Management, LLC | History | Added to | 3,317,374 | 25,742 | 2.33% | 3.56% | 3 | +111,371 | 3.47% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,973,365 | 15,313 | 0.0% | 0.0% | 4 | +14,278 | 0.73% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 1,726,561 | 13,398 | 0.0% | 0.0% | 5 | +204 | 0.01% | Q4 2025 | Feb 12, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Added to | 1,081,531 | 8,392 | 0.56% | 0.5% | 6 | +65,000 | 6.39% | Q4 2025 | Feb 17, 2026 |
| Solel Partners LP | History | Reduced | 1,044,444 | 8,104 | 1.31% | 1.37% | 7 | -60,800 | -5.5% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 757,994 | 5,882 | 0.0% | 0.0% | 8 | +26,608 | 3.64% | Q4 2025 | Feb 12, 2026 |
| FORMULA GROWTH LTD | History | Reduced | 750,000 | 5,820 | 2.24% | 1.88% | 9 | -70,000 | -8.54% | Q4 2025 | Feb 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 706,493 | 5,482 | 0.12% | 0.1% | 10 | -143,506 | -16.88% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 550,998 | 4,277 | 0.0% | 0.0% | 11 | +5,634 | 1.03% | Q4 2025 | Feb 09, 2026 |
| NORGES BANK | History | New | 547,947 | 4,252 | 0.0% | — | 12 | +547,947 | New | Q4 2025 | Feb 10, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 529,780 | 4,111 | 0.63% | 0.44% | 13 | +85,838 | 19.34% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 521,784 | 4,049 | 0.0% | 0.0% | 14 | +14,433 | 2.84% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 395,067 | 3,058 | 0.01% | 0.0% | 15 | +73,690 | 22.93% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 355,218 | 2,756 | 0.0% | 0.0% | 16 | +78,224 | 28.24% | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 328,719 | 2,550 | 0.0% | 0.0% | 17 | +164,873 | 100.63% | Q4 2025 | Feb 04, 2026 |
| Nuveen, LLC | History | Added to | 318,672 | 2,472 | 0.0% | 0.0% | 18 | +207,700 | 187.16% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 290,658 | 2,255 | 0.0% | 0.0% | 19 | +52,924 | 22.26% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 258,652 | 2,007 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 249,517 | 1,936 | 0.0% | 0.0% | 21 | +46,160 | 22.7% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 228,476 | 1,772 | 0.0% | 0.0% | 22 | +20,090 | 9.64% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 211,247 | 1,639 | 0.0% | 0.0% | 23 | -116 | -0.05% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 205,891 | 1,597 | 0.0% | 0.0% | 24 | -32,126 | -13.5% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 203,886 | 1,582 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 185,626 | 1,440 | 0.0% | 0.0% | 26 | -13,725 | -6.88% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 176,151 | 1,366 | 0.0% | 0.0% | 27 | -21,223 | -10.75% | Q4 2025 | Feb 11, 2026 |
| Legato Capital Management LLC | History | Added to | 171,313 | 1,329 | 0.11% | 0.09% | 28 | +42,198 | 32.68% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | New | 170,566 | 1,323 | 0.0% | — | 29 | +170,566 | New | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 163,789 | 1,271 | 0.0% | — | 30 | +163,789 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 158,661 | 1,231 | 0.0% | 0.0% | 31 | +76,321 | 92.69% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 150,637 | 1,168 | 0.0% | 0.0% | 32 | +125,853 | 507.8% | Q4 2025 | Feb 13, 2026 |
| Informed Momentum Co LLC | History | New | 139,279 | 1,080 | 0.12% | — | 33 | +139,279 | New | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 131,435 | 1,019 | 0.0% | 0.0% | 34 | +9,831 | 8.08% | Q4 2025 | Mar 25, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 107,019 | 830 | 0.15% | 0.12% | 35 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 106,803 | 829 | 0.07% | 0.07% | 36 | -14,316 | -11.82% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 94,504 | 733 | 0.0% | 0.0% | 37 | +24,078 | 34.19% | Q4 2025 | Feb 12, 2026 |
| G2 Investment Partners Management LLC | History | New | 85,013 | 659 | 0.16% | — | 38 | +85,013 | New | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 84,286 | 654 | 0.01% | — | 39 | +84,286 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 71,882 | 557 | 0.03% | 0.01% | 40 | +56,894 | 379.6% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 71,129 | 551 | 0.0% | 0.0% | 41 | +6,138 | 9.44% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 66,900 | 519 | 0.0% | 0.0% | 42 | +10,100 | 17.78% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 66,400 | 515 | 0.0% | 0.0% | 43 | +25,200 | 61.17% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 65,200 | 505 | 0.0% | 0.0% | 44 | +21,400 | 48.86% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,223 | 459 | 0.0% | 0.0% | 45 | +45,040 | 317.56% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 59,110 | 458 | 0.0% | 0.0% | 46 | -7,299 | -10.99% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 57,040 | 442 | 0.0% | 0.0% | 47 | -5,200 | -8.35% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 54,263 | 421 | 0.0% | — | 48 | +54,263 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 50,507 | 391 | 0.0% | 0.0% | 49 | +13,439 | 36.25% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 47,414 | 367 | 0.0% | 0.0% | 50 | +349 | 0.74% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 44,699 | 346 | 0.0% | 0.0% | 51 | +5,090 | 12.85% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 42,616 | 330 | 0.01% | 0.0% | 52 | +31,223 | 274.05% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 34,857 | 270 | 0.0% | — | 53 | +34,857 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 33,594 | 260 | 0.0% | 0.0% | 54 | +9,535 | 39.63% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 32,002 | 248 | 0.0% | 0.0% | 55 | -5,577 | -14.84% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 29,529 | 229 | 0.0% | 0.0% | 56 | +13,156 | 80.35% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 25,264 | 196 | 0.0% | 0.0% | 57 | +264 | 1.06% | Q4 2025 | Mar 09, 2026 |
| EntryPoint Capital, LLC | History | New | 24,249 | 188 | 0.07% | — | 58 | +24,249 | New | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 24,171 | 187 | 0.0% | — | 60 | +24,171 | New | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | New | 24,152 | 187 | 0.02% | — | 61 | +24,152 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 24,123 | 187 | 0.0% | 0.0% | 59 | +5 | 0.02% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 23,314 | 180 | 0.0% | 0.0% | 62 | +5,897 | 33.86% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 23,029 | 178 | 0.01% | 0.01% | 63 | +5,271 | 29.68% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 20,606 | 159 | 0.0% | 0.0% | 64 | -1,516 | -6.85% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 19,012 | 147 | 0.01% | 0.01% | 65 | +612 | 3.33% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 18,346 | 142 | 0.0% | — | 66 | +18,346 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 15,571 | 121 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 15,457 | 119 | 0.0% | 0.0% | 68 | -4,555 | -22.76% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,226 | 118 | 0.0% | 0.0% | 69 | -246 | -1.59% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,155 | 117 | 0.0% | 0.0% | 70 | +5,784 | 61.72% | Q4 2025 | Feb 11, 2026 |
| Williams & Novak, LLC | History | Reduced | 14,945 | 115 | 0.09% | 0.08% | 72 | -2,160 | -12.63% | Q4 2025 | Feb 05, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 14,918 | 115 | 0.0% | 0.0% | 71 | -649 | -4.17% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | New | 13,083 | 101 | 0.0% | — | 73 | +13,083 | New | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 12,767 | 99 | 0.0% | — | 74 | +12,767 | New | Q4 2025 | Feb 18, 2026 |
| Verition Fund Management LLC | History | Reduced | 11,998 | 93 | 0.0% | 0.0% | 75 | -76 | -0.63% | Q4 2025 | Feb 13, 2026 |
| R Squared Ltd | History | Reduced | 11,793 | 91 | 0.04% | 0.13% | 77 | -36,535 | -75.6% | Q4 2025 | Jan 30, 2026 |
| PDT Partners, LLC | History | Reduced | 11,817 | 91 | 0.01% | 0.01% | 76 | -21,978 | -65.03% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,244 | 87 | 0.0% | 0.0% | 78 | +50 | 0.45% | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 11,025 | 85 | 0.01% | — | 79 | +11,025 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 10,500 | 81 | 0.0% | — | 80 | +10,500 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 9,037 | 70 | 0.0% | 0.0% | 81 | +2,202 | 32.22% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,035 | 70 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 10,394 | 65 | 0.0% | 0.0% | 83 | -59,411 | -85.11% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,206 | 55 | 0.0% | 0.0% | 84 | -6,244 | -46.42% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,886 | 45 | 0.0% | — | 85 | +5,886 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,911 | 45 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 5,292 | 41 | 0.0% | 0.0% | 87 | +488 | 10.16% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,651 | 36 | 0.0% | 0.0% | 88 | +43 | 0.93% | Q4 2025 | Jan 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 4,619 | 35 | 0.0% | 0.0% | 89 | +1,599 | 52.95% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,759 | 21 | 0.0% | 0.0% | 90 | -86 | -3.02% | Q4 2025 | Feb 03, 2026 |
| Legal & General Group Plc | History | No change | 2,333 | 18 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | No change | 2,397 | 18 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,100 | 16 | 0.0% | 0.0% | 93 | +678 | 47.68% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,032 | 15 | 0.0% | 0.0% | 94 | +220 | 12.14% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,611 | 12 | 0.0% | 0.0% | 96 | -2,906 | -64.33% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,668 | 12 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,490 | 11 | 0.0% | 0.0% | 97 | +5 | 0.34% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,300 | 10 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,368 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 990 | 7 | 0.0% | — | 100 | +990 | New | Q4 2025 | Mar 16, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,000 | 7 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | New | 857 | 6 | 0.0% | — | 103 | +857 | New | Q4 2025 | Jan 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 760 | 6 | 0.0% | 0.0% | 102 | -242 | -24.15% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 540 | 4 | 0.0% | 0.0% | 107 | -1,867 | -77.57% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 598 | 4 | 0.0% | 0.0% | 104 | -563 | -48.49% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 548 | 4 | 0.0% | — | 105 | +548 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 590 | 4 | 0.0% | 0.0% | 106 | +69 | 13.24% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 496 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Marquette Asset Management, LLC | History | Added to | 350 | 2 | 0.0% | 0.0% | 109 | +110 | 45.83% | Q4 2025 | Jan 16, 2026 |
| Torren Management, LLC | History | New | 216 | 1 | 0.0% | — | 112 | +216 | New | Q4 2025 | Jan 30, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 232 | 1 | 0.0% | 0.0% | 110 | -3 | -1.28% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | No change | 159 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -17,231 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,759 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,793 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,848 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -9,600 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Arax Advisory Partners | History | Reduced | 8 | 0 | — | 0.0% | — | -2,678 | -99.7% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -2,533 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 98 | 0 | — | 0.0% | — | -156 | -61.42% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | New | 122 | 0 | — | — | — | +122 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -104 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Allworth Financial LP | History | New | 58 | 0 | — | — | — | +58 | New | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 21 | 0 | — | — | — | -28 | -57.14% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 43 | 0 | — | — | — | -24 | -35.82% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Feb 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |