LG Display Co., Ltd. - LPL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethic Inc. | History | Added to | 592,648 | 2,299 | 0.04% | 0.03% | 1 | +131,504 | 28.52% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 237,393 | 921 | 0.01% | 0.0% | 2 | +88,030 | 58.94% | Q1 2026 | Apr 30, 2026 |
| PDS Planning, Inc | History | Added to | 125,162 | 485 | 0.03% | 0.02% | 3 | +39,757 | 46.55% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | Added to | 102,095 | 396 | 0.0% | 0.0% | 4 | +55,547 | 119.33% | Q1 2026 | Apr 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 94,572 | 366 | 0.0% | 0.0% | 5 | +66,622 | 238.36% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | Added to | 83,294 | 323 | 0.02% | 0.02% | 6 | +3,317 | 4.15% | Q1 2026 | Apr 06, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 81,738 | 317 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 51,353 | 199 | 0.01% | 0.0% | 8 | +31,630 | 160.37% | Q1 2026 | Apr 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 49,470 | 191 | 0.0% | — | 9 | +49,469 | 4946900.0% | Q1 2026 | Apr 07, 2026 |
| BSW Wealth Partners | History | Reduced | 42,679 | 165 | 0.02% | 0.02% | 10 | -3,732 | -8.04% | Q1 2026 | Apr 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 35,840 | 139 | 0.0% | 0.0% | 11 | +19,500 | 119.34% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,259 | 129 | 0.0% | 0.0% | 12 | +10,687 | 47.35% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | New | 31,655 | 122 | 0.0% | — | 13 | +31,655 | New | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 27,798 | 107 | 0.0% | — | 14 | +27,798 | New | Q1 2026 | Apr 27, 2026 |
| GREENLEAF TRUST | History | New | 22,854 | 88 | 0.0% | — | 15 | +22,854 | New | Q1 2026 | Apr 27, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 21,144 | 82 | 0.0% | 0.0% | 16 | +4,686 | 28.47% | Q1 2026 | Apr 30, 2026 |
| Inspire Investing, LLC | History | Added to | 20,153 | 78 | 0.01% | 0.01% | 17 | +4,654 | 30.03% | Q1 2026 | Apr 23, 2026 |
| Diversified Trust Co | History | Added to | 19,503 | 75 | 0.0% | 0.0% | 18 | +927 | 4.99% | Q1 2026 | Apr 16, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 19,259 | 74 | 0.0% | 0.0% | 19 | +4,873 | 33.87% | Q1 2026 | Apr 07, 2026 |
| Brooklyn Investment Group | History | New | 16,057 | 62 | 0.0% | — | 20 | +16,057 | New | Q1 2026 | Apr 29, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 14,202 | 55 | 0.0% | 0.0% | 21 | -1,180 | -7.67% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 12,761 | 50 | 0.0% | — | 22 | +12,761 | New | Q1 2026 | Apr 07, 2026 |
| Essex Bank | History | New | 12,825 | 49 | 0.01% | — | 23 | +12,825 | New | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | New | 11,475 | 44 | 0.0% | — | 24 | +11,475 | New | Q1 2026 | Apr 15, 2026 |
| Simplicity Wealth,LLC | History | New | 10,563 | 40 | 0.0% | — | 25 | +10,563 | New | Q1 2026 | Apr 30, 2026 |
| Financial Planning Navigators CORP | History | New | 10,366 | 40 | 0.02% | — | 26 | +10,366 | New | Q1 2026 | Apr 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 7,947 | 30 | 0.0% | 0.0% | 27 | +7,626 | 2375.7% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,736 | 14 | 0.0% | 0.0% | 28 | +3,440 | 1162.16% | Q1 2026 | Apr 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 3,279 | 12 | 0.0% | — | 29 | +3,279 | New | Q1 2026 | Apr 30, 2026 |
| IFS Advisors, LLC | History | No change | 3,040 | 11 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,559 | 9 | 0.0% | 0.0% | 31 | +1,995 | 353.72% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,866 | 7 | 0.0% | 0.0% | 32 | +700 | 60.03% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,566 | 6 | 0.0% | 0.0% | 33 | +866 | 123.71% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 798 | 3 | 0.0% | 0.0% | 34 | -59 | -6.88% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | New | 522 | 2 | 0.0% | — | 35 | +522 | New | Q1 2026 | Apr 13, 2026 |
| Nemes Rush Group LLC | History | New | 320 | 1 | 0.0% | — | 36 | +320 | New | Q1 2026 | Apr 21, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -10,686,764 | -100.0% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,682,702 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,436,304 | -100.0% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,009,365 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,613,642 | -100.0% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -804,268 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -776,354 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -633,970 | -100.0% | Q4 2025 | Mar 09, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -592,688 | -100.0% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -540,100 | -100.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -503,204 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -444,140 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -386,160 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -359,944 | -100.0% | Q4 2025 | Mar 25, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -320,518 | -100.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -302,704 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -288,354 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -265,460 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258,576 | -100.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -233,189 | -100.0% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200,380 | -100.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -170,139 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169,410 | -100.0% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -160,225 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -151,714 | -100.0% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -149,000 | -100.0% | Q4 2025 | Feb 10, 2026 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -149,000 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -148,557 | -100.0% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -133,100 | -100.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130,835 | -100.0% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,985 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -110,820 | -100.0% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -97,619 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -97,147 | -100.0% | Q4 2025 | Feb 13, 2026 |
| PCM Encore, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -88,764 | -100.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -87,995 | -100.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -86,404 | -100.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83,693 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -83,200 | -100.0% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -66,674 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -65,253 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,729 | -100.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -53,660 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,926 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,693 | -100.0% | Q4 2025 | Feb 10, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -40,512 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -38,097 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -35,165 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,968 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -31,909 | -100.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,230 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -31,081 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -30,000 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,212 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,617 | -100.0% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,607 | -100.0% | Q4 2025 | Feb 18, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,523 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,496 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,615 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,031 | -100.0% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,301 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -19,889 | -100.0% | Q4 2025 | Feb 17, 2026 |
| EdgeRock Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,903 | -100.0% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -18,409 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,239 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,043 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,151 | -100.0% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,317 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,283 | -100.0% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -15,904 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,744 | -100.0% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -12,440 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,284 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -12,272 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,054 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -10,893 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Plan A Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,637 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,204 | -100.0% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,144 | -100.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,767 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,118 | -100.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,919 | -100.0% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,511 | -100.0% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,038 | -100.0% | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,725 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q4 2025 | Jan 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,414 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -839 | -100.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -749 | -100.0% | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -730 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -560 | -100.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -469 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -390 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -319 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q4 2025 | Feb 05, 2026 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -196 | -100.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -183 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | Reduced | 139 | 0 | — | 0.0% | — | -134 | -49.08% | Q1 2026 | Apr 10, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -90 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | New | 81 | 0 | — | — | — | +81 | New | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 51 | 0 | — | — | — | +20 | 64.52% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | Added to | 228 | 0 | — | — | — | +15 | 7.04% | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |