MBIA INC - MBI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 | 3,402,391 | 24,361 | 0.0% | 0.0% | 1 | +57,910 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Wolf Hill Capital Management, LP | History | Added to | 2,560,708 | 18,334 | 2.02% | 1.67% | 2 | +110,544 | 4.51% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,541,234 | 18,195 | 0.0% | 0.0% | 3 | +33,137 | 1.32% | Q4 2025 | Jan 29, 2026 |
| VALUEWORKS LLC | History | Reduced | 2,062,700 | 14,768 | 3.89% | 4.49% | 4 | -6,510 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Hosking Partners LLP | History | Reduced | 1,546,452 | 11,072 | 0.38% | 0.42% | 5 | -5,570 | -0.36% | Q4 2025 | Feb 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,069,378 | 7,658 | 0.0% | 0.0% | 6 | +1,034 | 0.1% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 1,045,938 | 7,488 | 0.0% | 0.0% | 7 | -28,707 | -2.67% | Q4 2025 | Feb 13, 2026 |
| TCW GROUP INC | History | No change | 1,038,460 | 7,435 | 0.05% | 0.06% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 1,028,784 | 7,366 | 1.3% | 1.44% | 9 | -1,010 | -0.1% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 778,941 | 5,577 | 0.0% | 0.0% | 10 | -316,517 | -28.89% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 636,230 | 4,555 | 0.0% | 0.0% | 11 | -390,176 | -38.01% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 387,377 | 2,773 | 0.0% | 0.0% | 12 | -30,000 | -7.19% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 376,126 | 2,693 | 0.0% | 0.0% | 13 | -927 | -0.25% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 374,573 | 2,681 | 0.0% | 0.0% | 14 | -22,358 | -5.63% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 346,073 | 2,477 | 0.0% | 0.0% | 15 | +27,247 | 8.55% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 338,592 | 2,424 | 0.0% | 0.0% | 16 | +57,970 | 20.66% | Q4 2025 | Mar 25, 2026 |
| Chou Associates Management Inc. | History | No change | 321,000 | 2,298 | 1.14% | 1.15% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 304,461 | 2,179 | 0.03% | 0.04% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 271,611 | 1,944 | 0.0% | 0.0% | 19 | -368,629 | -57.58% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 249,048 | 1,783 | 0.0% | 1.55% | 20 | +204,083 | 453.87% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 248,086 | 1,776 | 0.0% | 0.0% | 21 | +40,895 | 19.74% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 186,267 | 1,333 | 0.0% | 0.0% | 22 | -11,895 | -6.0% | Q4 2025 | Feb 12, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 180,000 | 1,288 | 0.09% | 0.11% | 23 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 175,877 | 1,259 | 0.0% | 0.0% | 24 | +15,240 | 9.49% | Q4 2025 | Feb 13, 2026 |
| Alta Fundamental Advisers LLC | History | No change | 148,662 | 1,064 | 0.48% | 0.47% | 25 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 147,223 | 1,054 | 0.0% | 0.0% | 26 | +6,479 | 4.6% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 141,792 | 1,015 | 0.0% | 0.0% | 27 | +81,792 | 136.32% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 112,560 | 805 | 0.0% | 0.0% | 28 | -8,080 | -6.7% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 106,605 | 764 | 0.0% | 0.0% | 29 | +2,900 | 2.8% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 101,186 | 724 | 0.0% | 0.0% | 30 | -2,859 | -2.75% | Q4 2025 | Feb 11, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 99,763 | 714 | 0.02% | 0.04% | 31 | -79,787 | -44.44% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 98,197 | 703 | 0.05% | 0.06% | 32 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 96,608 | 691 | 0.0% | 0.0% | 33 | -30,239 | -23.84% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 89,413 | 640 | 0.0% | 0.0% | 34 | +4,000 | 4.68% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | New | 80,546 | 576 | 0.0% | — | 35 | +80,546 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 78,540 | 562 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 74,233 | 531 | 0.0% | 0.0% | 37 | +3,756 | 5.33% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 72,518 | 519 | 0.0% | 0.0% | 38 | +18,704 | 34.76% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 71,911 | 514 | 0.0% | 0.0% | 39 | +7,578 | 11.78% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 70,652 | 505 | 0.0% | — | 40 | +70,652 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 67,452 | 482 | 0.0% | 0.0% | 41 | -188,188 | -73.61% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 64,717 | 463 | 0.0% | 0.0% | 42 | +13,082 | 25.34% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 62,603 | 448 | 0.0% | 0.0% | 43 | +8,352 | 15.4% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 62,437 | 447 | 0.0% | 0.0% | 44 | +10,492 | 20.2% | Q4 2025 | Feb 19, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 60,772 | 435 | 0.0% | 0.0% | 45 | -6,831 | -10.1% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | No change | 46,324 | 331 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 45,409 | 325 | 0.0% | 0.0% | 47 | +1,988 | 4.58% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 45,000 | 322 | 0.01% | 0.01% | 48 | -15,000 | -25.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 43,823 | 313 | 0.0% | 0.0% | 49 | +3,509 | 8.7% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 41,734 | 298 | 0.0% | — | 50 | +41,734 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 41,450 | 296 | 0.0% | 0.0% | 51 | -105,491 | -71.79% | Q4 2025 | Feb 17, 2026 |
| Shay Capital LLC | History | Reduced | 40,000 | 286 | 0.03% | 0.03% | 52 | -5,000 | -11.11% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 35,113 | 251 | 0.0% | 0.0% | 53 | -16,324 | -31.74% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | New | 31,704 | 227 | 0.0% | — | 54 | +31,704 | New | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 29,038 | 207 | 0.01% | — | 56 | +29,038 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 28,947 | 207 | 0.0% | 0.0% | 55 | +201 | 0.7% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 28,409 | 203 | 0.0% | — | 57 | +28,409 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 27,425 | 196 | 0.02% | 0.01% | 58 | +19,360 | 240.05% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 25,659 | 183 | 0.0% | 0.0% | 59 | +11,994 | 87.77% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | Reduced | 25,006 | 179 | 0.0% | 0.01% | 60 | -97,494 | -79.59% | Q4 2025 | Feb 17, 2026 |
| Seelaus Asset Management LLC | History | Added to | 24,500 | 175 | 0.14% | 0.07% | 61 | +12,000 | 96.0% | Q4 2025 | Feb 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,247 | 152 | 0.0% | 0.0% | 62 | +6 | 0.03% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 20,902 | 149 | 0.0% | 0.0% | 63 | -258 | -1.22% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 20,237 | 144 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 19,895 | 142 | 0.0% | 0.0% | 65 | -6,621 | -24.97% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 19,117 | 136 | 0.0% | — | 66 | +19,117 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,901 | 128 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | New | 17,456 | 124 | 0.0% | — | 68 | +17,456 | New | Q4 2025 | Feb 17, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 16,075 | 115 | 0.05% | 0.06% | 69 | -725 | -4.32% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 15,763 | 112 | 0.0% | — | 70 | +15,763 | New | Q4 2025 | Feb 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 14,387 | 103 | 0.0% | — | 71 | +14,387 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 14,383 | 103 | 0.0% | 0.0% | 72 | -5,402 | -27.3% | Q4 2025 | Jan 09, 2026 |
| Creative Planning | History | Added to | 14,300 | 102 | 0.0% | 0.0% | 73 | +2,305 | 19.22% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 13,460 | 96 | 0.0% | — | 74 | +13,460 | New | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,939 | 92 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,732 | 91 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 12,406 | 88 | 0.0% | 0.0% | 77 | +925 | 8.06% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,734 | 84 | 0.0% | 0.0% | 78 | +1,066 | 9.99% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,631 | 83 | 0.0% | — | 79 | +11,631 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | New | 12,645 | 82 | 0.0% | — | 80 | +12,645 | New | Q4 2025 | Jan 28, 2026 |
| PharVision Advisers, LLC | History | Reduced | 11,375 | 81 | 0.04% | 0.12% | 82 | -17,337 | -60.38% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 11,400 | 81 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,738 | 76 | 0.0% | 0.0% | 83 | -12,781 | -54.34% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,491 | 67 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 7,671 | 54 | 0.0% | 0.0% | 85 | +3,759 | 96.09% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,279 | 37 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,850 | 34 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 4,223 | 30 | 0.0% | 0.0% | 88 | -103 | -2.38% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,763 | 26 | 0.0% | 0.0% | 89 | +1,256 | 50.1% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,602 | 25 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,815 | 20 | 0.0% | 0.0% | 91 | -47 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,635 | 18 | 0.0% | 0.0% | 92 | -520 | -16.48% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,622 | 12 | 0.0% | — | 93 | +1,622 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,408 | 10 | 0.0% | 0.0% | 95 | -592 | -29.6% | Q4 2025 | Jan 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,436 | 10 | 0.0% | 0.0% | 94 | -215 | -13.02% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 1,000 | 7 | 0.0% | — | 96 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 840 | 6 | 0.0% | 0.01% | 98 | -4,134 | -83.11% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 975 | 6 | 0.0% | 0.0% | 97 | +139 | 16.63% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 477 | 3 | 0.0% | — | 100 | +420 | 736.84% | Q4 2025 | Mar 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 472 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 300 | 2 | 0.0% | — | 103 | +300 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 377 | 2 | 0.0% | 0.0% | 102 | +117 | 45.0% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 300 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Optiver Holding B.V. | History | No change | 376 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 278 | 1 | 0.0% | 0.0% | 106 | +28 | 11.2% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 186 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FNY Investment Advisers, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -211,534 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -133,725 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -121,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -75,750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,659 | -100.0% | Q3 2025 | Mar 30, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -34,615 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,149 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -12,991 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,991 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,422 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,332 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fortitude Family Office, LLC | History | New | 102 | 0 | — | — | — | +102 | New | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 76 | 0 | — | — | — | +74 | 3700.0% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 26 | 0 | — | — | — | -39 | -60.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CWM, LLC | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 82 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |