Lineage Cell Therapeutics, Inc. - LCTX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROADWOOD CAPITAL INC | History | No change | 49,560,992 | 82,766 | 4.86% | 5.04% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 9,644,276 | 16,105 | 0.0% | 0.0% | 2 | +637,346 | 7.08% | Q4 2025 | Jan 29, 2026 |
| Defender Capital, LLC. | History | New | 6,829,099 | 11,405 | 3.7% | — | 3 | +6,829,099 | New | Q4 2025 | Jan 12, 2026 |
| RAFFLES ASSOCIATES LP | History | Reduced | 5,362,788 | 8,955 | 6.72% | 8.48% | 4 | -25,000 | -0.46% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 4,600,000 | 7,682 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 3,834,113 | 6,402 | 0.0% | 0.0% | 6 | +1,603,357 | 71.88% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,461,193 | 4,112 | 0.0% | 0.0% | 7 | +41,427 | 1.71% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,404,800 | 4,016 | 0.01% | 0.0% | 8 | +499,167 | 26.19% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,110,419 | 3,524 | 0.0% | 0.0% | 9 | -569,584 | -21.25% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,998,663 | 3,337 | 0.0% | 0.0% | 10 | +992,212 | 98.59% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,438,746 | 2,402 | 0.0% | 0.0% | 11 | +1,294,070 | 894.46% | Q4 2025 | Mar 25, 2026 |
| MARSHALL WACE, LLP | History | New | 1,362,061 | 2,274 | 0.0% | — | 12 | +1,362,061 | New | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 1,016,211 | 1,697 | 0.0% | 0.0% | 13 | +60,589 | 6.34% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,004,794 | 1,678 | 0.0% | 0.0% | 14 | +835,831 | 494.68% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 810,615 | 1,353 | 0.0% | 0.0% | 15 | +487,215 | 150.65% | Q4 2025 | Feb 17, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 597,263 | 997 | 0.82% | 0.73% | 16 | +85,900 | 16.8% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 533,752 | 891 | 0.0% | 0.0% | 17 | +200,884 | 60.35% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 479,273 | 800 | 0.0% | 0.0% | 18 | +35,921 | 8.1% | Q4 2025 | Feb 17, 2026 |
| Informed Momentum Co LLC | History | No change | 442,221 | 738 | 0.08% | 0.09% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 348,510 | 582 | 0.0% | — | 20 | +348,509 | 34850900.0% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 330,981 | 553 | 0.05% | 0.09% | 21 | -339,875 | -50.66% | Q4 2025 | Feb 06, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 283,200 | 472 | 0.0% | — | 22 | +283,200 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 269,311 | 449 | 0.0% | — | 23 | +269,311 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 265,585 | 443 | 0.0% | 0.0% | 24 | -88,762 | -25.05% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 221,000 | 369 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McMillan Office, Inc. | History | New | 216,000 | 360 | 0.04% | — | 26 | +216,000 | New | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 211,348 | 352 | 0.0% | — | 27 | +211,348 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 197,849 | 330 | 0.0% | 0.0% | 28 | -35,587 | -15.24% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 191,960 | 320 | 0.0% | 0.0% | 29 | -2,068 | -1.07% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 183,127 | 305 | 0.0% | 0.0% | 30 | -24,953 | -11.99% | Q4 2025 | Jan 29, 2026 |
| ExodusPoint Capital Management, LP | History | New | 181,694 | 303 | 0.0% | — | 31 | +181,694 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 159,408 | 266 | 0.0% | — | 32 | +159,408 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 129,909 | 216 | 0.0% | 0.0% | 33 | -88,365 | -40.48% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 104,267 | 174 | 0.0% | 0.0% | 34 | +3,345 | 3.31% | Q4 2025 | Feb 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 101,300 | 169 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | No change | 98,370 | 164 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 84,600 | 141 | 0.0% | — | 37 | +84,600 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 80,185 | 133 | 0.0% | 0.0% | 38 | -10,196 | -11.28% | Q4 2025 | Feb 18, 2026 |
| Hudson Bay Capital Management LP | History | New | 74,447 | 124 | 0.0% | — | 39 | +74,447 | New | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | New | 70,968 | 118 | 0.0% | — | 41 | +70,968 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 70,738 | 118 | 0.0% | 0.0% | 40 | +69,332 | 4931.15% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 65,109 | 108 | 0.0% | — | 42 | +65,109 | New | Q4 2025 | Feb 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 62,400 | 104 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NWAM LLC | History | Added to | 62,131 | 98 | 0.01% | 0.0% | 45 | +27,131 | 77.52% | Q4 2025 | Feb 04, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 59,090 | 98 | 0.0% | 0.0% | 44 | -3,110 | -5.0% | Q4 2025 | Feb 09, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 55,177 | 92 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 50,503 | 84 | 0.0% | 0.0% | 47 | -51,697 | -50.58% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 47,050 | 78 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 45,000 | 75 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | New | 42,281 | 70 | 0.0% | — | 50 | +42,281 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 38,683 | 64 | 0.0% | 0.0% | 51 | -46,113 | -54.38% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | Added to | 38,851 | 64 | 0.0% | 0.0% | 52 | +26,000 | 202.32% | Q4 2025 | Feb 17, 2026 |
| Rathbones Group PLC | History | No change | 35,000 | 58 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Reduced | 34,600 | 57 | 0.01% | 0.01% | 54 | -1,100 | -3.08% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 33,795 | 56 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quadrature Capital Ltd | History | Reduced | 30,632 | 51 | 0.0% | 0.0% | 56 | -148,399 | -82.89% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 30,024 | 50 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,747 | 46 | 0.0% | 0.0% | 59 | +17,647 | 174.72% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 27,785 | 46 | 0.0% | 0.0% | 58 | +3,719 | 15.45% | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 26,750 | 44 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 25,058 | 41 | 0.0% | 0.0% | 61 | -1,129 | -4.31% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 23,447 | 39 | 0.0% | 0.0% | 63 | -136,966 | -85.38% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 23,598 | 39 | 0.01% | — | 62 | +23,598 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 23,213 | 38 | 0.0% | 0.0% | 64 | -7,921 | -25.44% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Added to | 22,202 | 37 | 0.0% | 0.0% | 65 | +1,000 | 4.72% | Q4 2025 | Jan 26, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 21,319 | 35 | 0.0% | 0.01% | 66 | -52,516 | -71.13% | Q4 2025 | Feb 17, 2026 |
| ELCO Management Co., LLC | History | Added to | 20,500 | 34 | 0.02% | 0.02% | 67 | +500 | 2.5% | Q4 2025 | Feb 04, 2026 |
| DLD Asset Management, LP | History | New | 20,000 | 33 | 0.0% | — | 70 | +20,000 | New | Q4 2025 | Feb 13, 2026 |
| DEFINE FINANCIAL, LLC | History | New | 20,000 | 33 | 0.02% | — | 72 | +20,000 | New | Q4 2025 | Jan 13, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 20,029 | 33 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | No change | 20,058 | 33 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allegheny Financial Group | History | No change | 20,000 | 33 | 0.0% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 19,471 | 32 | 0.0% | 0.0% | 73 | +15,919 | 448.17% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 18,714 | 31 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 18,207 | 30 | 0.0% | 0.0% | 75 | +439 | 2.47% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,937 | 29 | 0.0% | 0.0% | 76 | -10,214 | -36.28% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 16,621 | 27 | 0.0% | 0.0% | 77 | -1,796 | -9.75% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 16,500 | 27 | 0.0% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 15,942 | 26 | 0.0% | — | 79 | +15,782 | 9863.75% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | New | 14,789 | 25 | 0.0% | — | 80 | +14,789 | New | Q4 2025 | Jan 09, 2026 |
| Elgethun Capital Management | History | No change | 15,000 | 25 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SkyOak Wealth, LLC | History | No change | 15,000 | 25 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 13,318 | 22 | 0.0% | — | 83 | +13,318 | New | Q4 2025 | Feb 17, 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | New | 12,540 | 21 | 0.01% | — | 84 | +12,540 | New | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 13,098 | 21 | 0.0% | 0.0% | 87 | +1,903 | 17.0% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 12,630 | 21 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lafayette Investments, Inc. | History | No change | 13,000 | 21 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Founders Capital Management | History | No change | 12,000 | 20 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Piscataqua Savings Bank | History | No change | 12,499 | 20 | 0.01% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 11,800 | 19 | 0.0% | 0.0% | 90 | +100 | 0.85% | Q4 2025 | Feb 17, 2026 |
| Farrow Financial, Inc. | History | No change | 11,500 | 19 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 10,000 | 17 | 0.0% | — | 92 | +10,000 | New | Q4 2025 | Feb 05, 2026 |
| WoodTrust Financial Corp | History | New | 10,000 | 17 | 0.0% | — | 93 | +10,000 | New | Q4 2025 | Jan 30, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 10,500 | 17 | 0.01% | 0.01% | 94 | -317 | -2.93% | Q4 2025 | Jan 29, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 10,000 | 16 | 0.0% | — | 96 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| SPROTT INC. | History | No change | 10,000 | 16 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 10,000 | 16 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 10,000 | 16 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9,384 | 15 | 0.0% | 0.0% | 99 | -3,985 | -29.81% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,460 | 12 | 0.0% | 0.0% | 100 | -412 | -5.23% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,507 | 9 | 0.0% | 0.0% | 101 | +29 | 0.53% | Q4 2025 | Mar 16, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 3,043 | 5 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Reduced | 2,415 | 4 | 0.0% | 0.0% | 103 | -125 | -4.92% | Q4 2025 | Jan 26, 2026 |
| Pacifica Partners Inc. | History | No change | 2,926 | 4 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,000 | 3 | 0.0% | 0.0% | 105 | +1,100 | 122.22% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,600 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,589 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,553 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,400 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,500 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 887 | 1 | 0.0% | 0.0% | 111 | -1 | -0.11% | Q4 2025 | Feb 10, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Dauntless Investment Group, LLC | History | Closed out | 0 | 0 | — | 1.7% | — | -1,614,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,017 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,121 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,823 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,500 | -100.0% | Q3 2025 | Nov 17, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -288 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ROYAL BANK OF CANADA | History | New | 236 | 0 | — | — | — | +236 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | New | 150 | 0 | — | — | — | +150 | New | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 252 | 0 | — | — | — | -145 | -36.52% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 28 | 0 | — | — | — | -90 | -76.27% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -88 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 89 | 0 | — | — | — | +5 | 5.95% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 10, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| True Wealth Design, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rossby Financial, LCC | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |