LUXFER HOLDINGS PLC - LXFR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 3,428,445 | 46,386 | 0.0% | 0.0% | 1 | +191,883 | 5.93% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 2,672,136 | 36,154 | 0.0% | 0.0% | 2 | -3,794 | -0.14% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,802,435 | 24,386 | 0.25% | 0.25% | 3 | +26,046 | 1.47% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,712,978 | 23,176 | 0.0% | 0.0% | 4 | -81,174 | -4.52% | Q4 2025 | Feb 17, 2026 |
| Artisan Partners Limited Partnership | History | Added to | 1,700,550 | 23,008 | 0.03% | 0.03% | 5 | +38,108 | 2.29% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,576,008 | 21,323 | 0.01% | 0.01% | 6 | -13,520 | -0.85% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,534,387 | 20,760 | 0.0% | 0.0% | 7 | +417 | 0.03% | Q4 2025 | Jan 29, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Reduced | 987,329 | 13,358 | 0.11% | 0.16% | 8 | -323,576 | -24.68% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 918,676 | 12,430 | 0.0% | 0.0% | 9 | +26,894 | 3.02% | Q4 2025 | Feb 12, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 837,433 | 11,330 | 0.05% | 0.04% | 10 | +167,023 | 24.91% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 641,758 | 8,684 | 0.0% | 0.0% | 11 | -3,122 | -0.48% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 610,311 | 8,257 | 0.0% | 0.0% | 12 | -1,665 | -0.27% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 559,134 | 7,565 | 0.0% | 0.0% | 13 | -6,688 | -1.18% | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 453,056 | 6,129 | 0.01% | 0.01% | 14 | +15,000 | 3.42% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 428,013 | 5,791 | 0.0% | 0.0% | 15 | -20,829 | -4.64% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 427,838 | 5,788 | 0.0% | 0.0% | 16 | +4,110 | 0.97% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 417,263 | 5,645 | 0.0% | 0.0% | 17 | -2,890 | -0.69% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 347,163 | 4,697 | 0.13% | 0.19% | 18 | -111,500 | -24.31% | Q4 2025 | Feb 10, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 339,720 | 4,596 | 1.16% | 1.28% | 19 | -7,268 | -2.09% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 300,565 | 4,066 | 0.0% | 0.0% | 20 | +134,120 | 80.58% | Q4 2025 | Feb 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 213,032 | 2,882 | 0.01% | 0.01% | 21 | +14,185 | 7.13% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 195,224 | 2,641 | 0.0% | 0.0% | 22 | +27,447 | 16.36% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 191,831 | 2,595 | 0.0% | 0.0% | 23 | +5,828 | 3.13% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 190,519 | 2,577 | 0.0% | 0.0% | 24 | -16,035 | -7.76% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 188,283 | 2,547 | 0.05% | 0.05% | 25 | +10,897 | 6.14% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 167,932 | 2,272 | 0.0% | 0.0% | 26 | +2,055 | 1.24% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 163,838 | 2,216 | 0.0% | 0.0% | 27 | +5,486 | 3.46% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 148,169 | 2,003 | 0.0% | 0.0% | 28 | +33,582 | 29.31% | Q4 2025 | Feb 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 145,897 | 1,973 | 0.03% | 0.02% | 29 | +56,642 | 63.46% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 123,024 | 1,664 | 0.0% | 0.0% | 30 | -374 | -0.3% | Q4 2025 | Mar 25, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 114,493 | 1,549 | 0.04% | 0.04% | 31 | +8,360 | 7.88% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 113,183 | 1,531 | 0.03% | 0.01% | 32 | +10,897 | 10.65% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 89,540 | 1,211 | 0.0% | 0.0% | 33 | -3,383 | -3.64% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 88,656 | 1,199 | 0.0% | 0.0% | 34 | -3,081 | -3.36% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 86,700 | 1,173 | 0.0% | 0.0% | 35 | +8,300 | 10.59% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 84,480 | 1,143 | 0.0% | 0.0% | 36 | +1,918 | 2.32% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 80,314 | 1,086 | 0.0% | 0.0% | 37 | -9,420 | -10.5% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 78,540 | 1,062 | 0.0% | 0.0% | 38 | +635 | 0.82% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 75,061 | 1,015 | 0.0% | 0.0% | 39 | -9,674 | -11.42% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 70,947 | 959 | 0.0% | 0.0% | 40 | +4,055 | 6.06% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 69,428 | 939 | 0.0% | 0.0% | 41 | -9,084 | -11.57% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 74,811 | 911 | 0.0% | 0.0% | 42 | -13,146 | -14.95% | Q4 2025 | Feb 11, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 64,364 | 871 | 0.01% | 0.0% | 43 | +47,679 | 285.76% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 49,800 | 673 | 0.0% | 0.0% | 44 | -19,277 | -27.91% | Q4 2025 | Feb 19, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,086 | 650 | 0.0% | 0.0% | 45 | +19,439 | 67.86% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 43,456 | 587 | 0.0% | 0.0% | 46 | +163 | 0.38% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | Reduced | 43,181 | 584 | 0.01% | 0.01% | 47 | -60,685 | -58.43% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 42,034 | 568 | 0.03% | 0.04% | 48 | +902 | 2.19% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 39,555 | 535 | 0.0% | 0.0% | 49 | -5,424 | -12.06% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 39,217 | 530 | 0.01% | 0.01% | 50 | -5,840 | -12.96% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 38,074 | 515 | 0.0% | 0.0% | 51 | +90 | 0.24% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,213 | 489 | 0.0% | 0.0% | 52 | -5,554 | -13.3% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 35,765 | 486 | 0.0% | 0.0% | 53 | +3,125 | 9.57% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,769 | 429 | 0.0% | 0.0% | 54 | +10,391 | 48.61% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 30,744 | 415 | 0.0% | — | 55 | +30,744 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 28,977 | 392 | 0.0% | 0.0% | 56 | -2,266 | -7.25% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 28,500 | 385 | 0.0% | 0.0% | 57 | -6,238 | -17.96% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 27,800 | 376 | 0.0% | — | 58 | +27,800 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 27,622 | 373 | 0.01% | 0.0% | 59 | +25,776 | 1396.32% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,136 | 367 | 0.0% | 0.0% | 60 | +2 | 0.01% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 25,681 | 347 | 0.0% | 0.0% | 61 | +12,663 | 97.27% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,813 | 295 | 0.0% | 0.0% | 62 | +428 | 2.0% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 21,789 | 294 | 0.0% | 0.0% | 63 | -39,004 | -64.16% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 20,561 | 278 | 0.0% | 0.0% | 64 | -5,763 | -21.89% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 20,221 | 273 | 0.0% | 0.0% | 65 | +5,073 | 33.49% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 20,100 | 271 | 0.01% | 0.01% | 66 | -381 | -1.86% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,006 | 270 | 0.0% | 0.0% | 68 | +19,613 | 4990.59% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 20,000 | 270 | 0.0% | 0.0% | 67 | -1,200 | -5.66% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | New | 17,376 | 263 | 0.0% | — | 69 | +17,376 | New | Q4 2025 | Feb 18, 2026 |
| RBF Capital, LLC | History | No change | 18,940 | 256 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,898 | 255 | 0.0% | 0.0% | 71 | -2,200 | -10.43% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 17,723 | 239 | 0.0% | 0.0% | 72 | -3,992 | -18.38% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 16,147 | 219 | 0.0% | 0.0% | 73 | +5,598 | 53.07% | Q4 2025 | Feb 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 15,485 | 210 | 0.0% | 0.0% | 74 | +1,832 | 13.42% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 14,834 | 200 | 0.0% | 0.0% | 75 | -459 | -3.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 12,415 | 167 | 0.0% | 0.0% | 76 | -144 | -1.15% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 11,972 | 161 | 0.01% | 0.01% | 77 | +1,248 | 11.64% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,767 | 159 | 0.0% | 0.0% | 78 | +343 | 3.0% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 11,216 | 152 | 0.0% | 0.0% | 79 | -460 | -3.94% | Q4 2025 | Jan 26, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,584 | 143 | 0.0% | 0.0% | 80 | -4,129 | -28.06% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,138 | 141 | 0.0% | — | 81 | +10,138 | New | Q4 2025 | Jan 08, 2026 |
| Diversified Trust Co | History | New | 10,299 | 139 | 0.0% | — | 82 | +10,299 | New | Q4 2025 | Jan 09, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 7,700 | 104 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 7,500 | 101 | 0.09% | — | 84 | +7,500 | New | Q4 2025 | Feb 06, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 7,277 | 98 | 0.0% | 0.0% | 85 | -1,149 | -13.64% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,134 | 96 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,515 | 88 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | New | 6,295 | 85 | 0.0% | — | 88 | +6,295 | New | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | No change | 6,100 | 82 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CITIGROUP INC | History | Reduced | 2,706 | 36 | 0.0% | 0.0% | 90 | -281 | -9.41% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,444 | 33 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Legal & General Group Plc | History | No change | 2,372 | 32 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,400 | 32 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,352 | 31 | 0.0% | 0.0% | 94 | +560 | 31.25% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | New | 1,929 | 26 | 0.0% | — | 95 | +1,929 | New | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,867 | 25 | 0.0% | 0.0% | 96 | -138 | -6.88% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 1,701 | 23 | 0.0% | 0.0% | 97 | +898 | 111.83% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,710 | 23 | 0.0% | 0.0% | 98 | +2 | 0.12% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,644 | 22 | 0.0% | 0.0% | 99 | -378 | -18.69% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,049 | 15 | 0.0% | — | 100 | +1,049 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 840 | 11 | 0.0% | 0.0% | 101 | -109 | -11.49% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 768 | 10 | 0.0% | 0.0% | 102 | +121 | 18.7% | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 262 | 3 | 0.0% | — | 104 | +262 | New | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 204 | 3 | 0.0% | 0.0% | 103 | -3 | -1.45% | Q4 2025 | Jan 20, 2026 |
| Optiver Holding B.V. | History | No change | 226 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | New | 209 | 2 | 0.0% | — | 106 | +209 | New | Q4 2025 | Jan 08, 2026 |
| Quarry LP | History | New | 180 | 2 | 0.0% | — | 107 | +180 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 154 | 2 | 0.0% | — | 108 | +85 | 123.19% | Q4 2025 | Jan 23, 2026 |
| Torren Management, LLC | History | New | 106 | 1 | 0.0% | — | 114 | +106 | New | Q4 2025 | Jan 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 96 | 1 | 0.0% | — | 111 | +96 | New | Q4 2025 | Jan 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 91 | 1 | 0.0% | — | 110 | +91 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 106 | 1 | 0.0% | 0.0% | 109 | +21 | 24.71% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Reduced | 45 | 1 | 0.0% | 0.0% | 113 | -19 | -29.69% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 95 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -72,164 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 0.54% | — | -20,211 | -100.0% | Q3 2025 | Dec 03, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,309 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,741 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 7 | 0 | — | 0.0% | — | -7,475 | -99.91% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,506 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -828 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OPTIMA CAPITAL LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 72 | 0 | — | — | — | +17 | 30.91% | Q4 2025 | Jan 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 37 | 0 | — | — | — | -13 | -26.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |