LINKBANCORP, Inc. - LNKB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,980,527 | 16,359 | 0.01% | 0.0% | 1 | -12,838 | -0.64% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,397,536 | 11,543 | 0.0% | 0.0% | 2 | +70,561 | 5.32% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,347,779 | 11,132 | 0.0% | 0.0% | 3 | -40,077 | -2.89% | Q4 2025 | Feb 12, 2026 |
| Fourthstone LLC | History | Added to | 1,066,836 | 8,812 | 1.65% | 0.87% | 4 | +384,013 | 56.24% | Q4 2025 | Feb 13, 2026 |
| ALGEBRIS (UK) LTD | History | New | 892,354 | 7,374 | 0.59% | — | 5 | +892,354 | New | Q4 2025 | Feb 10, 2026 |
| FJ Capital Management LLC | History | Reduced | 596,930 | 4,930 | 0.54% | 2.28% | 6 | -2,402,842 | -80.1% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 580,244 | 4,794 | 0.0% | 0.0% | 7 | -11,040 | -1.87% | Q4 2025 | Feb 09, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 401,593 | 3,317 | 0.66% | 0.67% | 8 | -136,064 | -25.31% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 357,413 | 2,952 | 0.0% | 0.0% | 9 | +21,905 | 6.53% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 219,962 | 1,816 | 0.0% | — | 10 | +219,962 | New | Q4 2025 | Feb 17, 2026 |
| PMC FIG Opportunities LLC | History | Added to | 211,940 | 1,750 | 2.75% | 1.33% | 11 | +88,175 | 71.24% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 208,930 | 1,725 | 0.02% | 0.01% | 12 | +89,262 | 74.59% | Q4 2025 | Feb 13, 2026 |
| GLAZER CAPITAL, LLC | History | New | 208,445 | 1,722 | 0.05% | — | 13 | +208,445 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 182,673 | 1,508 | 0.0% | 0.0% | 14 | -2,455 | -1.33% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 180,000 | 1,486 | 0.02% | — | 15 | +180,000 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 167,567 | 1,384 | 0.0% | 0.0% | 16 | +25,569 | 18.01% | Q4 2025 | Feb 13, 2026 |
| Yakira Capital Management, Inc. | History | New | 138,700 | 1,145 | 0.39% | — | 17 | +138,700 | New | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | New | 131,583 | 1,086 | 0.1% | — | 18 | +131,583 | New | Q4 2025 | Feb 04, 2026 |
| Enhancing Capital LLC | History | No change | 114,917 | 949 | 0.68% | 0.6% | 19 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 100,223 | 827 | 0.0% | 0.0% | 20 | +50,370 | 101.04% | Q4 2025 | Feb 12, 2026 |
| Wealth Management Associates, Inc. | History | No change | 99,044 | 818 | 0.28% | 0.25% | 21 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 88,939 | 734 | 0.0% | 0.0% | 22 | -80,812 | -47.61% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 88,400 | 730 | 0.0% | 0.0% | 23 | +59,200 | 202.74% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 87,009 | 718 | 0.0% | 0.0% | 24 | +41,822 | 92.55% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 83,584 | 690 | 0.0% | 0.0% | 25 | +62,286 | 292.45% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 79,048 | 652 | 0.0% | 0.0% | 26 | +44,279 | 127.35% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 78,423 | 647 | 0.0% | 0.0% | 27 | +9,143 | 13.2% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 69,514 | 574 | 0.0% | 0.0% | 28 | -13,426 | -16.19% | Q4 2025 | Mar 25, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 69,039 | 570 | 0.0% | 0.0% | 29 | -2,792 | -3.89% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 67,798 | 560 | 0.0% | 0.0% | 30 | +37,083 | 120.73% | Q4 2025 | Feb 17, 2026 |
| Persistent Asset Partners Ltd | History | Added to | 67,578 | 558 | 0.25% | 0.19% | 31 | +27,796 | 69.87% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 67,516 | 557 | 0.0% | 0.0% | 32 | +30 | 0.04% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 66,000 | 545 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | New | 60,000 | 495 | 0.0% | — | 34 | +60,000 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 59,817 | 494 | 0.0% | 0.0% | 35 | +19,209 | 47.3% | Q4 2025 | Feb 17, 2026 |
| SALZHAUER MICHAEL | History | New | 54,385 | 449 | 0.18% | — | 36 | +54,385 | New | Q4 2025 | Feb 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 53,297 | 440 | 0.01% | — | 37 | +53,297 | New | Q4 2025 | Jan 23, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 52,900 | 436 | 0.0% | — | 38 | +52,900 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 49,916 | 412 | 0.0% | 0.0% | 39 | +254 | 0.51% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 43,912 | 362 | 0.01% | 0.01% | 40 | +2 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 42,545 | 351 | 0.0% | 0.0% | 41 | +1,135 | 2.74% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 40,126 | 331 | 0.0% | 0.0% | 42 | +368 | 0.93% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 38,754 | 320 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BAILARD, INC. | History | New | 38,653 | 319 | 0.01% | — | 44 | +38,653 | New | Q4 2025 | Feb 04, 2026 |
| FIDELITY D & D BANCORP INC | History | Reduced | 38,725 | 319 | 0.14% | 0.15% | 45 | -500 | -1.27% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 37,228 | 307 | 0.0% | 0.0% | 46 | +24,958 | 203.41% | Q4 2025 | Feb 17, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 36,017 | 297 | 0.06% | 0.07% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 32,401 | 268 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 32,458 | 265 | 0.09% | 0.07% | 49 | +8,578 | 35.92% | Q4 2025 | Jan 05, 2026 |
| Squarepoint Ops LLC | History | Reduced | 29,431 | 243 | 0.0% | 0.0% | 50 | -9,804 | -24.99% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 28,109 | 232 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 27,892 | 230 | 0.04% | 0.04% | 52 | +245 | 0.89% | Q4 2025 | Jan 26, 2026 |
| Jump Financial, LLC | History | New | 25,800 | 213 | 0.0% | — | 53 | +25,800 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 24,607 | 203 | 0.0% | 0.0% | 54 | +4,265 | 20.97% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,047 | 198 | 0.0% | 0.0% | 55 | +7,953 | 49.42% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 22,403 | 185 | 0.0% | 0.0% | 57 | +13,095 | 140.69% | Q4 2025 | Jan 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 22,500 | 185 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 21,890 | 180 | 0.0% | — | 58 | +21,890 | New | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 21,464 | 177 | 0.01% | — | 59 | +21,464 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 21,003 | 173 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 20,875 | 172 | 0.01% | 0.01% | 62 | -2,075 | -9.04% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 20,860 | 172 | 0.0% | 0.0% | 61 | +153 | 0.74% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 20,631 | 170 | 0.0% | — | 63 | +20,631 | New | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 20,482 | 169 | 0.0% | 0.02% | 64 | -145,971 | -87.7% | Q4 2025 | Feb 17, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 18,972 | 156 | 0.01% | 0.01% | 65 | -2,822 | -12.95% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,549 | 144 | 0.0% | 0.0% | 66 | -25,250 | -59.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,770 | 138 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 16,706 | 137 | 0.0% | 0.0% | 68 | +4,977 | 42.43% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 16,399 | 135 | 0.0% | — | 69 | +16,399 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 15,257 | 125 | 0.0% | 0.0% | 70 | -5,246 | -25.59% | Q4 2025 | Mar 20, 2026 |
| Invesco Ltd. | History | Added to | 15,242 | 125 | 0.0% | 0.0% | 71 | +1,626 | 11.94% | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 14,914 | 124 | 0.0% | — | 72 | +14,914 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,101 | 124 | 0.0% | 0.0% | 73 | -7,232 | -32.38% | Q4 2025 | Feb 13, 2026 |
| Daytona Street Capital LLC | History | New | 15,000 | 123 | 0.1% | — | 74 | +15,000 | New | Q4 2025 | Jan 21, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 14,864 | 122 | 0.05% | 0.04% | 75 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,038 | 115 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | New | 13,254 | 109 | 0.0% | — | 77 | +13,254 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 12,786 | 105 | 0.0% | — | 78 | +12,786 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 11,423 | 95 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 10,701 | 88 | 0.0% | 0.0% | 80 | -596 | -5.28% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,519 | 86 | 0.0% | — | 81 | +10,519 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 10,182 | 84 | 0.0% | — | 82 | +10,182 | New | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,092 | 83 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,001 | 82 | 0.0% | 0.0% | 84 | +9 | 0.09% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | New | 9,894 | 81 | 0.0% | — | 85 | +9,894 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 9,215 | 75 | 0.0% | — | 86 | +9,215 | New | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,725 | 72 | 0.0% | 0.0% | 87 | -3,917 | -30.98% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 8,695 | 71 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 7,951 | 65 | 0.0% | 0.0% | 89 | +23 | 0.29% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,365 | 60 | 0.0% | 0.0% | 90 | +88 | 1.21% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 7,488 | 52 | 0.0% | 0.0% | 91 | -14,518 | -65.97% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 5,677 | 47 | 0.0% | 0.0% | 92 | +1,840 | 47.95% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,383 | 44 | 0.0% | 0.0% | 93 | -6,769 | -55.7% | Q4 2025 | Feb 17, 2026 |
| PenderFund Capital Management Ltd. | History | New | 5,175 | 42 | 0.01% | — | 94 | +5,175 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,996 | 41 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | No change | 4,938 | 40 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,200 | 26 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,168 | 17 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 1,944 | 16 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,500 | 12 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 1,370 | 11 | 0.0% | 0.0% | 101 | +1,184 | 636.56% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,356 | 11 | 0.0% | 0.0% | 102 | +279 | 25.91% | Q4 2025 | Feb 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,286 | 10 | 0.0% | 0.0% | 104 | -521 | -28.83% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,321 | 10 | 0.0% | 0.0% | 103 | -284 | -17.69% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 1,137 | 9 | 0.0% | 0.0% | 105 | +805 | 242.47% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,106 | 9 | 0.0% | 0.0% | 106 | -203 | -15.51% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 676 | 6 | 0.0% | 0.0% | 107 | -90 | -11.75% | Q4 2025 | Feb 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 729 | 6 | 0.0% | 0.0% | 108 | +7 | 0.97% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | No change | 548 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 482 | 3 | 0.0% | 0.0% | 110 | -687 | -58.77% | Q4 2025 | Jan 15, 2026 |
| Advocate Investing Services LLC | History | New | 372 | 3 | 0.0% | — | 111 | +372 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 305 | 2 | 0.0% | 0.0% | 112 | -1,091 | -78.15% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | No change | 285 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Optiver Holding B.V. | History | No change | 324 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 188 | 1 | 0.0% | — | 121 | +188 | New | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 155 | 1 | 0.0% | — | 118 | +155 | New | Q4 2025 | Mar 04, 2026 |
| Allworth Financial LP | History | New | 129 | 1 | 0.0% | — | 116 | +129 | New | Q4 2025 | Feb 05, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 171 | 1 | 0.0% | — | 120 | +84 | 96.55% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 169 | 1 | 0.0% | 0.0% | 117 | -8 | -4.52% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 136 | 1 | 0.0% | 0.0% | 115 | -2 | -1.45% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 186 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | Closed out | 0 | 0 | — | 2.28% | — | -448,946 | -100.0% | Q3 2025 | Oct 20, 2025 |
| EJF Capital LP | History | Closed out | 0 | 0 | — | 0.39% | — | -93,070 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MENDON CAPITAL ADVISORS CORP | History | Closed out | 0 | 0 | — | 0.17% | — | -63,085 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -26,884 | -100.0% | Q3 2025 | Nov 05, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -20,370 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,626 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Added to | 102 | 0 | — | — | — | +80 | 363.64% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 62 | 0 | — | — | — | +62 | New | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 30 | 0 | — | — | — | +16 | 114.29% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -14 | -82.35% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Added to | 30 | 0 | — | — | — | +10 | 50.0% | Q4 2025 | Jan 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |