LIGHTBRIDGE Corp - LTBR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,011,591 | 25,426 | 0.0% | 0.0% | 1 | +520,563 | 34.91% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,847,661 | 23,354 | 0.0% | 0.0% | 2 | +1,405,608 | 317.97% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,828,494 | 23,112 | 0.0% | 0.0% | 3 | +341,033 | 22.93% | Q4 2025 | Jan 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 828,550 | 10,472 | 0.08% | 0.13% | 4 | +114,808 | 16.09% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 702,260 | 8,876 | 0.0% | 0.0% | 5 | -536,338 | -43.3% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 681,667 | 8,616 | 0.0% | 0.0% | 6 | +102,656 | 17.73% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 670,661 | 8,479 | 0.0% | 0.0% | 7 | +144,102 | 27.37% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 628,938 | 7,949 | 0.0% | 0.0% | 8 | +65,422 | 11.61% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 538,505 | 6,806 | 0.01% | 0.0% | 9 | +459,805 | 584.25% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 376,981 | 4,765 | 0.0% | 0.0% | 10 | +27,733 | 7.94% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 338,885 | 4,283 | 0.0% | 0.0% | 11 | -166,504 | -32.95% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 325,277 | 4,111 | 0.0% | 0.0% | 12 | -76,242 | -18.99% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 287,542 | 3,634 | 0.0% | 0.0% | 13 | -441,492 | -60.56% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 251,762 | 3,182 | 0.0% | 0.01% | 14 | -246,653 | -49.49% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 236,449 | 2,988 | 0.0% | 0.0% | 15 | -138,672 | -36.97% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 236,297 | 2,986 | 0.0% | 0.0% | 16 | +38,538 | 19.49% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 215,937 | 2,729 | 0.24% | 0.31% | 17 | +52,416 | 32.05% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 214,321 | 2,709 | 0.0% | 0.02% | 18 | -377,709 | -63.8% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 156,023 | 1,972 | 0.01% | 0.0% | 19 | +104,971 | 205.62% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | New | 139,589 | 1,764 | 0.0% | — | 20 | +139,589 | New | Q4 2025 | Feb 24, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 116,600 | 1,473 | 0.7% | 1.1% | 21 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IMC-Chicago, LLC | History | Added to | 101,545 | 1,283 | 0.0% | 0.0% | 22 | +34,745 | 52.01% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 87,614 | 1,107 | 0.0% | 0.0% | 23 | +23,361 | 36.36% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 79,229 | 1,001 | 0.0% | 0.0% | 24 | +19,764 | 33.24% | Q4 2025 | Mar 25, 2026 |
| PEAK6 LLC | History | Reduced | 77,000 | 973 | 0.0% | 0.02% | 25 | -421,800 | -84.56% | Q4 2025 | Mar 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 70,384 | 889 | 0.01% | — | 26 | +70,384 | New | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 68,199 | 862 | 0.02% | 0.03% | 27 | +4,487 | 7.04% | Q4 2025 | Jan 28, 2026 |
| Tempo Wealth, LLC | History | New | 63,325 | 800 | 0.14% | — | 28 | +63,325 | New | Q4 2025 | Feb 25, 2026 |
| LPL Financial LLC | History | Added to | 61,437 | 776 | 0.0% | 0.0% | 29 | +19,625 | 46.94% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,728 | 767 | 0.0% | 0.0% | 30 | +15,402 | 33.98% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 60,129 | 760 | 0.0% | 0.0% | 31 | +1,168 | 1.98% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 55,337 | 699 | 0.0% | 0.01% | 32 | -141,960 | -71.95% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 54,516 | 689 | 0.0% | 0.0% | 33 | +11,913 | 27.96% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 54,195 | 685 | 0.0% | — | 34 | +54,195 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 53,542 | 676 | 0.0% | 0.0% | 35 | +34,769 | 185.21% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 47,690 | 602 | 0.01% | — | 36 | +47,690 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Reduced | 47,398 | 599 | 0.02% | 0.06% | 37 | -2,811 | -5.6% | Q4 2025 | Feb 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 43,097 | 544 | 0.0% | 0.0% | 38 | -107,332 | -71.35% | Q4 2025 | Feb 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 42,238 | 533 | 0.08% | — | 39 | +42,238 | New | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 41,791 | 528 | 0.0% | 0.0% | 40 | +11,549 | 38.19% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | New | 37,417 | 472 | 0.04% | — | 41 | +37,417 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 36,455 | 460 | 0.0% | — | 42 | +36,455 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | New | 34,779 | 439 | 0.0% | — | 43 | +34,779 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 34,601 | 437 | 0.0% | 0.0% | 44 | -2,170 | -5.9% | Q4 2025 | Feb 17, 2026 |
| Themes Management Co LLC | History | New | 33,340 | 421 | 0.31% | — | 45 | +33,340 | New | Q4 2025 | Feb 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 32,000 | 407 | 0.0% | 0.0% | 46 | -6,000 | -15.79% | Q4 2025 | Jan 28, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Reduced | 30,000 | 379 | 0.16% | 0.33% | 47 | -4,166 | -12.19% | Q4 2025 | Feb 02, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 29,383 | 371 | 0.0% | 0.0% | 48 | +1,142 | 4.04% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 22,917 | 289 | 0.0% | — | 49 | +22,917 | New | Q4 2025 | Feb 10, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 22,660 | 286 | 0.02% | — | 50 | +22,660 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,666 | 273 | 0.0% | 0.0% | 51 | +20,000 | 1200.48% | Q4 2025 | Mar 16, 2026 |
| XTX Topco Ltd | History | Reduced | 21,155 | 267 | 0.01% | 0.03% | 52 | -4,705 | -18.19% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 19,682 | 249 | 0.0% | 0.0% | 53 | +7,444 | 60.83% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | New | 13,905 | 245 | 0.01% | — | 54 | +13,905 | New | Q4 2025 | Jan 28, 2026 |
| Rathbones Group PLC | History | Added to | 19,232 | 243 | 0.0% | 0.0% | 55 | +850 | 4.62% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | New | 19,154 | 242 | 0.0% | — | 56 | +19,154 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,113 | 241 | 0.0% | 0.0% | 57 | +4,338 | 29.36% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 17,284 | 218 | 0.0% | 0.0% | 58 | +5,625 | 48.25% | Q4 2025 | Feb 19, 2026 |
| MetLife Investment Management, LLC | History | Added to | 15,489 | 195 | 0.0% | 0.0% | 59 | +3,582 | 30.08% | Q4 2025 | Feb 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 12,900 | 163 | 0.01% | 0.01% | 60 | +2,700 | 26.47% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,797 | 161 | 0.0% | 0.0% | 61 | -45 | -0.35% | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,435 | 157 | 0.0% | 0.0% | 62 | +2,614 | 26.62% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,288 | 155 | 0.0% | 0.0% | 63 | +787 | 6.84% | Q4 2025 | Feb 11, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 12,222 | 154 | 0.1% | 0.16% | 64 | +1,068 | 9.58% | Q4 2025 | Jan 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,997 | 151 | 0.0% | — | 65 | +11,997 | New | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 11,868 | 150 | 0.0% | — | 66 | +11,868 | New | Q4 2025 | Feb 17, 2026 |
| Powell Investment Advisors, LLC | History | No change | 11,650 | 147 | 0.05% | 0.09% | 67 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 11,391 | 143 | 0.0% | 0.0% | 69 | -5,633 | -33.09% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,333 | 143 | 0.0% | 0.0% | 68 | +326 | 2.96% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,740 | 135 | 0.0% | 0.0% | 70 | +800 | 8.05% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,000 | 101 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,208 | 91 | 0.0% | 0.0% | 72 | -1,946 | -21.26% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,700 | 84 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,747 | 72 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 5,430 | 68 | 0.0% | — | 75 | +5,430 | New | Q4 2025 | Jan 30, 2026 |
| Stone House Investment Management, LLC | History | No change | 4,872 | 61 | 0.01% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 4,681 | 59 | 0.0% | — | 77 | +4,681 | New | Q4 2025 | Jan 27, 2026 |
| TrinityBridge Ltd | History | No change | 4,200 | 53 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Leonteq Securities AG | History | Added to | 4,000 | 50 | 0.0% | 0.0% | 79 | +2,650 | 196.3% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 3,000 | 37 | 0.02% | 0.04% | 80 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Legal & General Group Plc | History | Added to | 2,731 | 34 | 0.0% | 0.0% | 81 | +372 | 15.77% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,618 | 33 | 0.0% | 0.0% | 82 | -343 | -11.58% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,086 | 26 | 0.0% | 0.0% | 83 | +1,517 | 266.61% | Q4 2025 | Feb 12, 2026 |
| CrossGen Wealth, LLC | History | New | 2,034 | 25 | 0.02% | — | 84 | +2,034 | New | Q4 2025 | Feb 19, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,923 | 24 | 0.0% | 0.0% | 86 | +729 | 61.06% | Q4 2025 | Feb 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,914 | 24 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,831 | 23 | 0.0% | 0.0% | 87 | -649 | -26.17% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,792 | 22 | 0.0% | 0.0% | 88 | +77 | 4.49% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,649 | 20 | 0.0% | 0.0% | 89 | +478 | 40.82% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 1,000 | 12 | 0.0% | — | 91 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,003 | 12 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMALGAMATED BANK | History | Added to | 842 | 11 | 0.0% | 0.0% | 92 | +202 | 31.56% | Q4 2025 | Feb 05, 2026 |
| ORG Wealth Partners, LLC | History | New | 810 | 10 | 0.0% | — | 95 | +810 | New | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Reduced | 822 | 10 | 0.0% | 0.0% | 94 | -590 | -41.78% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 812 | 10 | 0.0% | 0.0% | 93 | +207 | 34.21% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 763 | 9 | 0.0% | — | 96 | +763 | New | Q4 2025 | Mar 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 600 | 7 | 0.0% | 0.0% | 97 | -250 | -29.41% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 500 | 6 | 0.0% | — | 98 | +500 | New | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Added to | 397 | 5 | 0.0% | 0.0% | 99 | +17 | 4.47% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 363 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 315 | 3 | 0.0% | — | 103 | +315 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 280 | 3 | 0.0% | — | 101 | +280 | New | Q4 2025 | Feb 10, 2026 |
| Scarborough Advisors, LLC | History | New | 279 | 3 | 0.0% | — | 102 | +279 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 172 | 2 | 0.0% | 0.0% | 104 | +121 | 237.25% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | New | 89 | 1 | 0.0% | — | 108 | +89 | New | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | Added to | 100 | 1 | 0.0% | 0.0% | 107 | +25 | 33.33% | Q4 2025 | Feb 18, 2026 |
| CKW FINANCIAL GROUP | History | No change | 50 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -397,962 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -262,306 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -99,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -57,334 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -52,622 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -19,301 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,640 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -13,812 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -11,403 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,285 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,916 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sara-Bay Financial | History | Closed out | 0 | 0 | — | 0.06% | — | -9,500 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Farther Finance Advisors, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -3,147 | -99.59% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,344 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -2,322 | -100.0% | Q3 2025 | Nov 19, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 63 | 0 | — | 0.0% | — | -340 | -84.37% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GAMMA Investing LLC | History | Added to | 64 | 0 | — | — | — | +32 | 100.0% | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 05, 2026 |
| Dogwood Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 04, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 49 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 59 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ORG Partners LLC | History | No change | 60 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |