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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 10,686,764 | 44,991 | 0.0% | 0.0% | 1 | +1,986,540 | 22.83% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,682,702 | 15,504 | 0.0% | 0.0% | 2 | -143,341 | -3.75% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,436,304 | 10,256 | 0.03% | 0.03% | 3 | +487,329 | 25.0% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,009,365 | 8,459 | 0.0% | 0.0% | 4 | +327,567 | 19.48% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,613,642 | 6,793 | 0.0% | 0.0% | 5 | +107,568 | 7.14% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 804,268 | 3,385 | 0.0% | 0.0% | 6 | +38,755 | 5.06% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 776,354 | 3,268 | 0.0% | 0.0% | 7 | +372,199 | 92.09% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 633,970 | 2,667 | 0.0% | 0.0% | 8 | +352,248 | 125.03% | Q4 2025 | Mar 09, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 592,688 | 2,495 | 0.0% | 0.0% | 9 | -265,606 | -30.95% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 540,100 | 2,273 | 0.0% | 0.0% | 10 | -17,000 | -3.05% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 503,204 | 2,118 | 0.0% | 0.0% | 11 | +327,365 | 186.17% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 461,144 | 1,941 | 0.03% | 0.03% | 12 | +58,469 | 14.52% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 444,140 | 1,869 | 0.02% | 0.02% | 13 | +43,885 | 10.96% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 386,160 | 1,625 | 0.0% | — | 14 | +386,160 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 359,944 | 1,515 | 0.0% | 0.0% | 15 | -8,593 | -2.33% | Q4 2025 | Mar 25, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 320,518 | 1,349 | 0.0% | 0.0% | 16 | +97,800 | 43.91% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 302,704 | 1,274 | 0.0% | 0.0% | 17 | +7,294 | 2.47% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 288,354 | 1,213 | 0.0% | 0.0% | 18 | +120,475 | 71.76% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | New | 265,460 | 1,117 | 0.0% | — | 19 | +265,460 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 258,576 | 1,089 | 0.0% | 0.0% | 20 | +51,179 | 24.68% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 233,189 | 981 | 0.0% | 0.0% | 21 | +39,392 | 20.33% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 200,380 | 843 | 0.0% | 0.0% | 22 | -58,681 | -22.65% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 170,139 | 716 | 0.0% | 0.0% | 23 | +168,734 | 12009.54% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 169,410 | 713 | 0.0% | 0.0% | 24 | +27,067 | 19.02% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Reduced | 160,225 | 674 | 0.0% | 0.0% | 25 | -16,338 | -9.25% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 151,714 | 638 | 0.01% | 0.02% | 26 | +126,375 | 498.74% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 149,363 | 628 | 0.0% | 0.0% | 27 | +25,310 | 20.4% | Q4 2025 | Feb 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 149,000 | 627 | 0.01% | 0.01% | 28 | -26,000 | -14.86% | Q4 2025 | Feb 10, 2026 |
| SLT Holdings LLC | History | Reduced | 149,000 | 627 | 0.4% | 0.59% | 29 | -26,000 | -14.86% | Q4 2025 | Feb 09, 2026 |
| Vident Advisory, LLC | History | Reduced | 148,557 | 625 | 0.01% | 0.01% | 30 | -38,931 | -20.76% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 133,100 | 560 | 0.0% | 0.0% | 31 | +98,500 | 284.68% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 130,835 | 550 | 0.0% | 0.0% | 32 | +19,148 | 17.14% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 120,985 | 509 | 0.0% | 0.0% | 33 | +4,870 | 4.19% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 110,820 | 466 | 0.0% | 0.0% | 34 | +31,377 | 39.5% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 97,619 | 410 | 0.0% | 0.0% | 35 | +10,762 | 12.39% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 97,147 | 408 | 0.0% | 0.0% | 36 | +2,135 | 2.25% | Q4 2025 | Feb 13, 2026 |
| PCM Encore, LLC | History | New | 88,764 | 373 | 0.08% | — | 37 | +88,764 | New | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 87,995 | 370 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 86,404 | 363 | 0.0% | 0.0% | 39 | -4,847 | -5.31% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | Added to | 85,405 | 359 | 0.02% | 0.03% | 40 | +7,608 | 9.78% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 83,693 | 352 | 0.0% | — | 41 | +83,693 | New | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Added to | 83,200 | 350 | 0.01% | 0.01% | 42 | +28,870 | 53.14% | Q4 2025 | Jan 28, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 81,738 | 344 | 0.02% | 0.06% | 43 | -57,540 | -41.31% | Q4 2025 | Jan 14, 2026 |
| GAMMA Investing LLC | History | Added to | 79,977 | 336 | 0.02% | 0.02% | 44 | +6,053 | 8.19% | Q4 2025 | Jan 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 66,674 | 280 | 0.0% | 0.0% | 45 | -35,875 | -34.98% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | New | 65,253 | 274 | 0.01% | — | 46 | +65,253 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 61,729 | 259 | 0.0% | 0.0% | 47 | +25,017 | 68.14% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 53,660 | 225 | 0.01% | 0.01% | 48 | +7,980 | 17.47% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 47,926 | 202 | 0.0% | — | 49 | +47,926 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 46,548 | 195 | 0.0% | 0.0% | 51 | +2,118 | 4.77% | Q4 2025 | Jan 16, 2026 |
| BSW Wealth Partners | History | Added to | 46,411 | 195 | 0.02% | 0.03% | 50 | +1,291 | 2.86% | Q4 2025 | Jan 23, 2026 |
| Greenspring Advisors, LLC | History | New | 43,693 | 183 | 0.01% | — | 52 | +43,693 | New | Q4 2025 | Feb 10, 2026 |
| PharVision Advisers, LLC | History | New | 40,512 | 170 | 0.09% | — | 53 | +40,512 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 38,097 | 160 | 0.0% | 0.0% | 54 | +9,587 | 33.63% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 35,165 | 148 | 0.03% | 0.02% | 55 | +11,460 | 48.34% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,968 | 134 | 0.0% | 0.0% | 57 | -96,182 | -75.05% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 31,909 | 134 | 0.0% | — | 56 | +31,909 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 31,230 | 131 | 0.0% | 0.0% | 58 | -69,993 | -69.15% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 31,081 | 130 | 0.0% | 0.0% | 59 | +19,522 | 168.89% | Q4 2025 | Feb 13, 2026 |
| Daytona Street Capital LLC | History | New | 30,000 | 126 | 0.1% | — | 60 | +30,000 | New | Q4 2025 | Jan 21, 2026 |
| Pathstone Holdings, LLC | History | New | 28,212 | 118 | 0.0% | — | 61 | +28,212 | New | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 27,950 | 117 | 0.0% | — | 62 | +27,950 | New | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 27,607 | 116 | 0.0% | — | 64 | +27,607 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 27,617 | 116 | 0.0% | 0.0% | 63 | +3,469 | 14.37% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 27,523 | 115 | 0.0% | 0.0% | 65 | -22,751 | -45.25% | Q4 2025 | Feb 09, 2026 |
| Inspire Advisors, LLC | History | Reduced | 27,496 | 115 | 0.01% | 0.02% | 66 | -11,430 | -29.36% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 23,615 | 99 | 0.0% | 0.0% | 67 | -66,006 | -73.65% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 22,572 | 95 | 0.0% | — | 68 | +22,572 | New | Q4 2025 | Feb 05, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 22,031 | 92 | 0.0% | 0.0% | 69 | +9,502 | 75.84% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20,301 | 85 | 0.0% | 0.0% | 70 | -716 | -3.41% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Reduced | 19,889 | 83 | 0.0% | 0.0% | 72 | -21,531 | -51.98% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 19,723 | 83 | 0.0% | 0.0% | 71 | +173 | 0.88% | Q4 2025 | Jan 06, 2026 |
| EdgeRock Capital LLC | History | New | 18,903 | 79 | 0.02% | — | 73 | +18,903 | New | Q4 2025 | Jan 14, 2026 |
| Diversified Trust Co | History | Added to | 18,576 | 78 | 0.0% | 0.0% | 74 | +4,723 | 34.09% | Q4 2025 | Jan 09, 2026 |
| Creative Planning | History | Reduced | 18,409 | 77 | 0.0% | 0.0% | 75 | -1,686 | -8.39% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | New | 18,239 | 76 | 0.02% | — | 76 | +18,239 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 18,043 | 75 | 0.01% | 0.01% | 77 | +913 | 5.33% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 17,151 | 72 | 0.0% | 0.0% | 78 | +15,025 | 706.73% | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 16,458 | 69 | 0.0% | 0.0% | 79 | +333 | 2.07% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 16,340 | 69 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| XPONANCE LLC | History | No change | 16,317 | 68 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 16,283 | 68 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 15,904 | 66 | 0.0% | 0.0% | 83 | -411 | -2.52% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Reduced | 15,499 | 65 | 0.01% | 0.01% | 84 | -3,882 | -20.03% | Q4 2025 | Feb 17, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 15,382 | 64 | 0.0% | 0.0% | 85 | +1,180 | 8.31% | Q4 2025 | Jan 29, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 14,386 | 60 | 0.0% | 0.0% | 86 | +2,018 | 16.32% | Q4 2025 | Jan 07, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 13,744 | 57 | 0.01% | — | 87 | +13,744 | New | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,440 | 52 | 0.0% | 0.0% | 88 | +384 | 3.19% | Q4 2025 | Feb 18, 2026 |
| Walleye Capital LLC | History | Reduced | 12,284 | 51 | 0.0% | 0.0% | 90 | -56,700 | -82.19% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | New | 12,272 | 51 | 0.0% | — | 89 | +12,272 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,054 | 50 | 0.0% | 0.0% | 91 | +380 | 3.26% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | New | 10,893 | 45 | 0.0% | — | 92 | +10,893 | New | Q4 2025 | Feb 13, 2026 |
| Plan A Wealth LLC | History | Reduced | 10,637 | 44 | 0.02% | 0.03% | 93 | -2,365 | -18.19% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,144 | 43 | 0.0% | — | 94 | +10,144 | New | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 10,204 | 42 | 0.0% | — | 95 | +10,204 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,767 | 41 | 0.0% | 0.0% | 96 | -4,217 | -30.16% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | New | 5,118 | 21 | 0.0% | — | 97 | +5,118 | New | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,919 | 12 | 0.0% | 0.0% | 98 | -15,856 | -84.45% | Q4 2025 | Feb 11, 2026 |
| IFS Advisors, LLC | History | No change | 3,040 | 12 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,511 | 10 | 0.0% | — | 100 | +2,511 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,038 | 8 | 0.0% | 0.0% | 101 | +88 | 4.51% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | Reduced | 1,700 | 7 | 0.0% | 0.0% | 102 | -3,600 | -67.92% | Q4 2025 | Jan 06, 2026 |
| WealthCollab, LLC | History | No change | 1,725 | 7 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,414 | 5 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,166 | 4 | 0.0% | — | 105 | +1,022 | 709.72% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 839 | 3 | 0.0% | — | 109 | +839 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 730 | 3 | 0.0% | — | 108 | +730 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 857 | 3 | 0.0% | 0.0% | 107 | -114 | -11.74% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | No change | 749 | 3 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 469 | 2 | 0.0% | — | 110 | +469 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 564 | 2 | 0.0% | 0.0% | 112 | -112 | -16.57% | Q4 2025 | Feb 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 700 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 560 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 336 | 1 | 0.0% | — | 120 | +336 | New | Q4 2025 | Feb 05, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 321 | 1 | 0.0% | — | 115 | +321 | New | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | New | 296 | 1 | 0.0% | — | 119 | +296 | New | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 390 | 1 | 0.0% | 0.0% | 114 | +43 | 12.39% | Q4 2025 | Jan 23, 2026 |
| Abound Wealth Management | History | Added to | 273 | 1 | 0.0% | 0.0% | 118 | +9 | 3.41% | Q4 2025 | Jan 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 304 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 319 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -160,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76,372 | -100.0% | Q3 2025 | Mar 31, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,380 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,310 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -43,943 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,087 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,789 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,605 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Syverson Strege & Co | History | Closed out | 0 | 0 | — | 0.02% | — | -12,218 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,421 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 183 | 0 | — | 0.0% | — | -573 | -75.79% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 200 | 0 | — | — | — | +200 | New | Q4 2025 | Feb 05, 2026 |
| IMA Advisory Services, Inc. | History | New | 196 | 0 | — | — | — | +196 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 90 | 0 | — | — | — | +90 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tower Research Capital LLC (TRC) | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Reduced | 213 | 0 | — | 0.0% | — | -5 | -2.29% | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LRI Investments, LLC | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |