LEXICON PHARMACEUTICALS, INC. - LXRX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Artal Group S.A. | History | No change | 136,180,481 | 156,607 | 21.91% | 24.25% | 1 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Siren, L.L.C. | History | No change | 38,918,903 | 44,756 | 1.34% | 2.06% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 37,834,207 | 43,509 | 0.0% | 0.0% | 3 | -845,541 | -2.19% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 9,606,549 | 11,047 | 0.0% | 0.0% | 4 | +84,675 | 0.89% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,821,733 | 5,544 | 0.0% | 0.0% | 5 | +991,073 | 25.87% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 3,192,448 | 3,671 | 0.0% | 0.0% | 6 | -202,524 | -5.97% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 3,007,237 | 3,458 | 0.0% | 0.0% | 7 | +2,654,315 | 752.1% | Q4 2025 | Jan 29, 2026 |
| Sessa Capital IM, L.P. | History | No change | 3,000,000 | 3,450 | 0.06% | 0.1% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,500,022 | 2,876 | 0.0% | 0.0% | 9 | +102,099 | 4.26% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,269,075 | 2,609 | 0.0% | 0.0% | 10 | -819,152 | -26.52% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,950,000 | 2,242 | 0.0% | 0.01% | 11 | -450,257 | -18.76% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,828,404 | 2,102 | 0.0% | 0.0% | 12 | +1,360,574 | 290.83% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,543,242 | 1,774 | 0.0% | 0.0% | 13 | +333,982 | 27.62% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 1,262,367 | 1,451 | 0.0% | — | 14 | +1,262,367 | New | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,055,123 | 1,213 | 0.0% | 0.0% | 15 | -89,509 | -7.82% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 996,235 | 1,146 | 0.1% | 0.14% | 16 | -206,671 | -17.18% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 921,204 | 1,059 | 0.0% | 0.0% | 17 | +861,857 | 1452.23% | Q4 2025 | Mar 25, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 901,222 | 1,036 | 0.04% | 0.04% | 18 | +122,010 | 15.66% | Q4 2025 | Jan 14, 2026 |
| STATE STREET CORP | History | Added to | 884,738 | 1,017 | 0.0% | 0.0% | 19 | +4,617 | 0.52% | Q4 2025 | Feb 13, 2026 |
| Ishara Investments LP | History | New | 880,000 | 1,012 | 1.16% | — | 20 | +880,000 | New | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 640,130 | 732 | 0.0% | 0.0% | 21 | +603,225 | 1634.53% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 637,308 | 732 | 0.0% | 0.0% | 22 | +78,300 | 14.01% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 594,883 | 684 | 0.0% | 0.0% | 23 | +73,480 | 14.09% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Added to | 412,164 | 473 | 0.0% | 0.0% | 24 | +42,370 | 11.46% | Q4 2025 | Feb 17, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 410,000 | 471 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Point72 Asset Management, L.P. | History | New | 284,025 | 326 | 0.0% | — | 26 | +284,025 | New | Q4 2025 | Feb 17, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 273,800 | 314 | 0.0% | — | 27 | +273,800 | New | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 268,433 | 308 | 0.0% | — | 28 | +268,433 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 263,254 | 302 | 0.0% | 0.0% | 29 | -29,146 | -9.97% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 224,308 | 257 | 0.0% | 0.0% | 30 | +8,064 | 3.73% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 194,743 | 223 | 0.0% | 0.0% | 31 | +162,881 | 511.21% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 193,035 | 221 | 0.0% | 0.0% | 32 | +24,017 | 14.21% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 180,977 | 208 | 0.0% | — | 33 | +180,977 | New | Q4 2025 | Feb 17, 2026 |
| Ikarian Capital, LLC | History | Reduced | 164,674 | 189 | 0.01% | 0.02% | 34 | -11,805 | -6.69% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 144,800 | 166 | 0.0% | 0.0% | 35 | -158,131 | -52.2% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 144,944 | 166 | 0.0% | 0.0% | 36 | -13,096 | -8.29% | Q4 2025 | Feb 11, 2026 |
| Headlands Technologies LLC | History | Added to | 136,113 | 156 | 0.01% | 0.01% | 37 | +86,466 | 174.16% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 126,600 | 145 | 0.0% | — | 38 | +126,600 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 117,549 | 135 | 0.0% | 0.0% | 39 | +71,102 | 153.08% | Q4 2025 | Feb 12, 2026 |
| Monaco Asset Management SAM | History | Reduced | 117,188 | 134 | 0.02% | 0.03% | 40 | -232,812 | -66.52% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 114,632 | 131 | 0.02% | 0.0% | 41 | +98,751 | 621.82% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 109,900 | 126 | 0.0% | — | 42 | +109,900 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 102,097 | 117 | 0.0% | 0.0% | 43 | +44,293 | 76.63% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 100,532 | 115 | 0.0% | — | 44 | +100,532 | New | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Reduced | 96,090 | 110 | 0.0% | 0.02% | 45 | -233,446 | -70.84% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 92,530 | 106 | 0.0% | 0.0% | 46 | -4,870 | -5.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 91,670 | 105 | 0.0% | 0.0% | 47 | +73,551 | 405.93% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 88,000 | 101 | 0.02% | — | 48 | +88,000 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 87,057 | 100 | 0.0% | 0.0% | 49 | -4,201 | -4.6% | Q4 2025 | Feb 11, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 71,027 | 81 | 0.0% | — | 50 | +71,027 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 70,000 | 80 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 66,567 | 76 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Straight Path Wealth Management | History | No change | 62,666 | 72 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Added to | 60,571 | 69 | 0.01% | 0.0% | 55 | +52,045 | 610.43% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 60,472 | 69 | 0.0% | 0.0% | 54 | +1,796 | 3.06% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 52,595 | 60 | 0.0% | 0.0% | 56 | -23,298 | -30.7% | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 50,000 | 58 | 0.01% | 0.01% | 57 | -7,800 | -13.49% | Q4 2025 | Feb 06, 2026 |
| R Squared Ltd | History | Added to | 46,579 | 53 | 0.02% | 0.02% | 58 | +14,530 | 45.34% | Q4 2025 | Jan 30, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 44,315 | 50 | 0.0% | 0.0% | 59 | -11,805 | -21.04% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 40,850 | 47 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KWB Wealth | History | No change | 40,640 | 46 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 40,300 | 46 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Asset Management Inc | History | New | 39,520 | 45 | 0.0% | — | 63 | +39,520 | New | Q4 2025 | Feb 10, 2026 |
| Virtu Financial LLC | History | New | 36,468 | 42 | 0.0% | — | 64 | +36,468 | New | Q4 2025 | Feb 23, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 35,714 | 41 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 33,618 | 38 | 0.01% | — | 67 | +33,618 | New | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 33,800 | 38 | 0.0% | 0.0% | 66 | -1,200 | -3.43% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 32,000 | 36 | 0.02% | 0.02% | 68 | -500 | -1.54% | Q4 2025 | Feb 18, 2026 |
| Leonteq Securities AG | History | New | 30,000 | 34 | 0.0% | — | 69 | +30,000 | New | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 29,969 | 34 | 0.0% | — | 70 | +29,969 | New | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 29,015 | 33 | 0.0% | 0.0% | 71 | -21,800 | -42.9% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 29,093 | 33 | 0.0% | 0.0% | 72 | +5,414 | 22.86% | Q4 2025 | Feb 17, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 26,650 | 30 | 0.02% | — | 73 | +26,650 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 23,500 | 27 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,505 | 25 | 0.0% | 0.0% | 75 | -1,895 | -8.1% | Q4 2025 | Feb 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 21,191 | 24 | 0.0% | 0.0% | 76 | +168 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 20,000 | 23 | 0.01% | 0.02% | 77 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 20,000 | 23 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | Reduced | 18,414 | 21 | 0.0% | 0.0% | 81 | -209,795 | -91.93% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | New | 18,975 | 21 | 0.0% | — | 79 | +18,975 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 19,124 | 21 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | New | 16,234 | 18 | 0.0% | — | 82 | +16,234 | New | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 14,758 | 16 | 0.0% | 0.0% | 85 | -58,529 | -79.86% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 14,090 | 16 | 0.0% | — | 84 | +14,090 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | New | 14,090 | 16 | 0.0% | — | 87 | +14,090 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,188 | 16 | 0.0% | 0.0% | 86 | -3,336 | -19.04% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 14,000 | 16 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 13,108 | 15 | 0.0% | 0.01% | 90 | -812,525 | -98.41% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 13,179 | 15 | 0.0% | 0.0% | 88 | -13,565 | -50.72% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,520 | 15 | 0.0% | 0.0% | 89 | -5,357 | -28.38% | Q4 2025 | Jan 08, 2026 |
| HBK Sorce Advisory LLC | History | No change | 11,786 | 14 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,735 | 13 | 0.0% | 0.0% | 92 | -2,334 | -16.59% | Q4 2025 | Feb 17, 2026 |
| Chemistry Wealth Management LLC | History | No change | 12,000 | 13 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 10,990 | 12 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 10,000 | 11 | 0.0% | 0.0% | 96 | -929 | -8.5% | Q4 2025 | Jan 27, 2026 |
| NBT BANK N A /NY | History | No change | 10,000 | 11 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,768 | 7 | 0.0% | — | 97 | +6,768 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,700 | 4 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,018 | 3 | 0.0% | 0.0% | 99 | -12,029 | -79.94% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,755 | 3 | 0.0% | 0.0% | 100 | +1,500 | 119.52% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,592 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,106 | 1 | 0.0% | 0.0% | 103 | +214 | 23.99% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,461 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,000 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 1,333 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,412 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,313 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| China Universal Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -63,698 | -100.0% | Q3 2025 | Nov 10, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,738 | -100.0% | Q3 2025 | Oct 22, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -30,037 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,884 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,266 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,049 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,946 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,830 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 500 | 0 | — | 0.0% | — | -10,285 | -95.36% | Q4 2025 | Feb 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,818 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Arax Advisory Partners | History | Reduced | 41 | 0 | — | 0.0% | — | -5,056 | -99.2% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11 | 0 | — | 0.0% | — | -4,977 | -99.78% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,242 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 294 | 0 | — | 0.0% | — | -665 | -69.34% | Q4 2025 | Mar 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | — | — | -571 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -500 | -100.0% | Q3 2025 | Oct 24, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | — | — | -300 | -99.67% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 158 | 0 | — | — | — | -297 | -65.27% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | New | 200 | 0 | — | — | — | +200 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 642 | 0 | — | — | — | -100 | -13.48% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Reduced | 49 | 0 | — | — | — | -36 | -42.35% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 500 | 0 | — | — | — | -14 | -2.72% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 122 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 335 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Covestor Ltd | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 706 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 142 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |