Luminar Technologies, Inc./DE - LAZRQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Marathon Trading Investment Management LLC | History | Added to | 308,875 | 24 | 0.0% | 0.01% | 1 | +264,710 | 599.37% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 152,521 | 12 | 0.0% | — | 2 | +152,521 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,242 | 1 | 0.0% | 0.0% | 3 | -870 | -4.8% | Q4 2025 | Feb 18, 2026 |
| VANGUARD GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,234,195 | -100.0% | Q4 2025 | Jan 29, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,976,700 | -100.0% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,820,909 | -100.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,481,429 | -100.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,968,150 | -100.0% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,254,103 | -100.0% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,046,130 | -100.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -918,800 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -807,152 | -100.0% | Q4 2025 | Mar 25, 2026 |
| Mudrick Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.37% | — | -769,092 | -100.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -738,818 | -100.0% | Q4 2025 | Jan 29, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -511,355 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -496,000 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -443,060 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.37% | — | -440,000 | -100.0% | Q4 2025 | Feb 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -419,856 | -100.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -407,380 | -100.0% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -391,761 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -372,190 | -100.0% | Q4 2025 | May 27, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -328,611 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -209,626 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -181,266 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -171,416 | -100.0% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -158,861 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -156,990 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -135,711 | -100.0% | Q4 2025 | Feb 10, 2026 |
| DeepCurrents Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -108,557 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -103,447 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89,840 | -100.0% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -68,700 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -68,678 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68,101 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,000 | -100.0% | Q4 2025 | Feb 10, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,000 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,842 | -100.0% | Q4 2025 | Feb 13, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -60,013 | -100.0% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Reduced | 7,463 | 0 | — | 0.0% | — | -56,862 | -88.4% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 140 | 0 | — | 0.0% | — | -51,264 | -99.73% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | Reduced | 5,341 | 0 | — | 0.0% | — | -49,659 | -90.29% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -49,255 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -48,169 | -100.0% | Q4 2025 | Feb 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -45,314 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -44,000 | -100.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -39,117 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,635 | -100.0% | Q4 2025 | Jan 09, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -30,343 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -29,482 | -100.0% | Q4 2025 | Mar 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,564 | -100.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,086 | -100.0% | Q4 2025 | Feb 18, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,932 | -100.0% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -22,398 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,171 | -100.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,166 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,614 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Byrne Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,220 | -100.0% | Q4 2025 | Jan 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,781 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,728 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,621 | -100.0% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,610 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,128 | -100.0% | Q4 2025 | Mar 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q4 2025 | Jan 23, 2026 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,032 | -100.0% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -17,871 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,252 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,849 | -100.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,204 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -14,088 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -14,062 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,373 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -13,252 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,357 | -100.0% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,699 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,328 | -100.0% | Q4 2025 | Feb 17, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,322 | -100.0% | Q4 2025 | Jan 29, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,174 | -100.0% | Q4 2025 | Jan 23, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,100 | -100.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,098 | -100.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,295 | -100.0% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -7,515 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,179 | -100.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,678 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,132 | -100.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | New | 3,565 | 0 | — | — | — | +3,565 | New | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,517 | -100.0% | Q4 2025 | Jan 26, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,010 | -100.0% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -2,522 | -100.0% | Q4 2025 | Feb 17, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,454 | -100.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,215 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,183 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,888 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,597 | -100.0% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,155 | 0 | — | — | — | +1,155 | New | Q4 2025 | Jan 27, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,029 | -100.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -955 | -100.0% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -890 | -100.0% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -756 | -100.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | — | — | -318 | -100.0% | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -301 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -296 | -100.0% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -266 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -258 | -100.0% | Q4 2025 | Feb 24, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -250 | -100.0% | Q4 2025 | Jan 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -218 | -100.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -183 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | — | — | -171 | -100.0% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -162 | -100.0% | Q4 2025 | Jan 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | — | — | -133 | -100.0% | Q4 2025 | Jan 14, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -133 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 238 | 0 | — | — | — | +125 | 110.62% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | — | — | -113 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -112 | -100.0% | Q4 2025 | Jan 23, 2026 |
| City State Bank | History | Closed out | 0 | 0 | — | — | — | -99 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -76 | -100.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -67 | -100.0% | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q4 2025 | Feb 10, 2026 |
| CHELSEA COUNSEL CO | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q4 2025 | Feb 24, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Stephens Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -61 | -100.0% | Q4 2025 | Jan 13, 2026 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q4 2025 | Feb 09, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q4 2025 | Jan 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 451 | 0 | — | — | — | +31 | 7.38% | Q4 2025 | Feb 06, 2026 |
| Basepoint Wealth LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Financial Perspectives, Inc | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone National Bank & Trust Co | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Towne Trust Company, N.A | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TrinityBridge Ltd | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 229 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| ORG Wealth Partners, LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |