Mistras Group, Inc. - MG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mill Road Capital Management LLC | History | Added to | 1,672,681 | 21,159 | 12.57% | 8.57% | 1 | +300 | 0.02% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,667,846 | 21,098 | 0.0% | 0.0% | 2 | +34,519 | 2.11% | Q4 2025 | Feb 12, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | New | 1,482,102 | 18,748 | 17.7% | — | 3 | +1,482,102 | New | Q4 2025 | Jan 29, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,421,087 | 17,976 | 0.18% | 0.13% | 4 | +78,340 | 5.83% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,109,588 | 14,036 | 0.0% | 0.0% | 5 | -55,466 | -4.76% | Q4 2025 | Jan 29, 2026 |
| IES Holdings, Inc. | History | New | 1,079,841 | 13,659 | 7.98% | — | 6 | +1,079,841 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 880,712 | 11,141 | 0.0% | 0.0% | 7 | -177,561 | -16.78% | Q4 2025 | Feb 12, 2026 |
| Clearline Capital LP | History | No change | 698,849 | 8,840 | 0.44% | 0.32% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 656,032 | 8,298 | 0.01% | 0.01% | 9 | -24,213 | -3.56% | Q4 2025 | Feb 12, 2026 |
| Invenomic Capital Management LP | History | Added to | 475,692 | 6,017 | 0.28% | 0.23% | 10 | +3,156 | 0.67% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 403,043 | 5,098 | 0.11% | 0.09% | 11 | -5,240 | -1.28% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 379,454 | 4,800 | 0.0% | 0.0% | 12 | +169,414 | 80.66% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 360,480 | 4,561 | 0.0% | 0.0% | 13 | -47,183 | -11.57% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 330,834 | 4,185 | 0.0% | 0.0% | 14 | -38,566 | -10.44% | Q4 2025 | Feb 13, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 283,829 | 3,590 | 0.79% | 0.63% | 15 | -6,821 | -2.35% | Q4 2025 | Feb 04, 2026 |
| CSM Advisors, LLC | History | Added to | 269,301 | 3,408 | 0.09% | 0.07% | 16 | +450 | 0.17% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 263,997 | 3,339 | 0.0% | 0.0% | 17 | -56,521 | -17.63% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Reduced | 221,436 | 2,801 | 0.05% | 0.02% | 18 | -3,197 | -1.42% | Q4 2025 | Feb 18, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 202,243 | 2,558 | 0.44% | 0.34% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 201,600 | 2,550 | 0.0% | 0.0% | 20 | +20,800 | 11.5% | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Added to | 175,900 | 2,225 | 0.0% | 0.0% | 21 | +20,600 | 13.26% | Q4 2025 | Mar 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 163,772 | 2,071 | 0.0% | 0.0% | 23 | +59,045 | 56.38% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 163,788 | 2,071 | 0.0% | 0.0% | 22 | +27,991 | 20.61% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 161,047 | 2,037 | 0.0% | 0.0% | 24 | -33,759 | -17.33% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 156,277 | 1,976 | 0.0% | 0.0% | 25 | -201,236 | -56.29% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 142,621 | 1,804 | 0.01% | 0.0% | 26 | +94,546 | 196.66% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 140,785 | 1,780 | 0.0% | 0.0% | 27 | -34,546 | -19.7% | Q4 2025 | Mar 25, 2026 |
| ALGERT GLOBAL LLC | History | New | 137,250 | 1,736 | 0.03% | — | 28 | +137,250 | New | Q4 2025 | Feb 17, 2026 |
| J. Goldman & Co LP | History | Reduced | 134,200 | 1,697 | 0.04% | 0.1% | 29 | -287,720 | -68.19% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 132,955 | 1,681 | 0.0% | 0.0% | 30 | +36,927 | 38.45% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 124,282 | 1,572 | 0.01% | — | 31 | +124,282 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 112,931 | 1,428 | 0.0% | 0.0% | 32 | +156 | 0.14% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 105,993 | 1,340 | 0.0% | 0.0% | 33 | +2,599 | 2.51% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | New | 101,661 | 1,286 | 0.12% | — | 34 | +101,661 | New | Q4 2025 | Feb 17, 2026 |
| Informed Momentum Co LLC | History | New | 96,263 | 1,217 | 0.14% | — | 35 | +96,263 | New | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 90,017 | 1,138 | 0.0% | 0.0% | 36 | +537 | 0.6% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 88,422 | 1,118 | 0.0% | 0.0% | 37 | -32,755 | -27.03% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 86,003 | 1,087 | 0.02% | 0.0% | 38 | +63,703 | 285.66% | Q4 2025 | Jan 23, 2026 |
| First Eagle Investment Management, LLC | History | New | 77,219 | 976 | 0.0% | — | 39 | +77,219 | New | Q4 2025 | Feb 04, 2026 |
| Nuveen, LLC | History | No change | 67,936 | 859 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 66,181 | 837 | 0.0% | 0.0% | 41 | -46,379 | -41.2% | Q4 2025 | Feb 17, 2026 |
| Raiffeisen Bank International AG | History | No change | 65,000 | 832 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | New | 58,618 | 741 | 0.0% | — | 43 | +58,618 | New | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 56,879 | 719 | 0.0% | 0.0% | 44 | +1,396 | 2.52% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 56,074 | 709 | 0.0% | 0.0% | 45 | -605 | -1.07% | Q4 2025 | Feb 10, 2026 |
| RBF Capital, LLC | History | Reduced | 55,000 | 695 | 0.03% | 0.03% | 46 | -3,000 | -5.17% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 51,001 | 645 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 50,068 | 633 | 0.0% | 0.0% | 48 | +27,504 | 121.89% | Q4 2025 | Jan 29, 2026 |
| Verdad Advisers, LP | History | New | 50,000 | 632 | 0.72% | — | 49 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 49,824 | 630 | 0.0% | 0.0% | 50 | +5,000 | 11.15% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 47,368 | 599 | 0.0% | 0.0% | 51 | -42 | -0.09% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 42,500 | 537 | 0.0% | 0.0% | 52 | -10,600 | -19.96% | Q4 2025 | Feb 02, 2026 |
| Trexquant Investment LP | History | New | 42,075 | 532 | 0.0% | — | 53 | +42,075 | New | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 40,796 | 516 | 0.0% | 0.0% | 54 | -41,134 | -50.21% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 39,702 | 502 | 0.04% | 0.07% | 55 | -46,232 | -53.8% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 37,213 | 470 | 0.0% | 0.0% | 56 | -11,036 | -22.87% | Q4 2025 | Feb 13, 2026 |
| Values First Advisors, Inc. | History | Reduced | 35,016 | 442 | 0.23% | 0.22% | 57 | -7,572 | -17.78% | Q4 2025 | Jan 30, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 33,291 | 421 | 0.0% | 0.0% | 58 | -573 | -1.69% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 32,317 | 408 | 0.0% | 0.0% | 59 | -1,183 | -3.53% | Q4 2025 | Feb 19, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 30,065 | 380 | 0.01% | 0.02% | 61 | -43,973 | -59.39% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 30,062 | 380 | 0.0% | 0.0% | 60 | -1,774 | -5.57% | Q4 2025 | Feb 11, 2026 |
| Hillsdale Investment Management Inc. | History | New | 26,600 | 336 | 0.01% | — | 62 | +26,600 | New | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,619 | 298 | 0.0% | 0.0% | 63 | -72,243 | -75.36% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 22,999 | 291 | 0.0% | — | 64 | +22,999 | New | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 21,879 | 276 | 0.0% | — | 65 | +21,879 | New | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 20,979 | 265 | 0.0% | 0.0% | 66 | +419 | 2.04% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,740 | 262 | 0.0% | 0.0% | 67 | +4,023 | 24.07% | Q4 2025 | Feb 18, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 20,000 | 253 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 19,795 | 250 | 0.0% | 0.0% | 69 | -16,544 | -45.53% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 19,548 | 247 | 0.0% | 0.0% | 70 | -3,660 | -15.77% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 18,600 | 235 | 0.0% | 0.0% | 71 | +2,654 | 16.64% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 18,293 | 231 | 0.0% | 0.0% | 72 | +235 | 1.3% | Q4 2025 | Jan 09, 2026 |
| Brevan Howard Capital Management LP | History | New | 18,173 | 229 | 0.0% | — | 73 | +18,173 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,258 | 205 | 0.0% | 0.0% | 74 | +2,636 | 19.35% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 16,169 | 204 | 0.0% | — | 75 | +16,169 | New | Q4 2025 | Feb 17, 2026 |
| Heron Bay Capital Management | History | Reduced | 14,564 | 184 | 0.04% | 0.03% | 76 | -509 | -3.38% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,580 | 171 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 13,412 | 169 | 0.0% | 0.0% | 78 | -6,353 | -32.14% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 13,018 | 164 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 12,151 | 153 | 0.06% | 0.07% | 80 | -7,113 | -36.92% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 11,218 | 141 | 0.0% | — | 81 | +11,218 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 11,160 | 141 | 0.0% | — | 82 | +11,160 | New | Q4 2025 | Jan 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 8,314 | 105 | 0.0% | — | 83 | +8,314 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,150 | 103 | 0.0% | 0.0% | 84 | +733 | 9.88% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,035 | 88 | 0.0% | 0.0% | 85 | +1,065 | 17.84% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,776 | 85 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 6,176 | 78 | 0.0% | 0.0% | 87 | +3,616 | 141.25% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,054 | 76 | 0.0% | 0.0% | 88 | -1,076 | -15.09% | Q4 2025 | Feb 11, 2026 |
| Kemnay Advisory Services Inc. | History | New | 5,839 | 73 | 0.01% | — | 89 | +5,839 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,790 | 73 | 0.0% | 0.0% | 90 | -1,902 | -24.73% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 4,210 | 53 | 0.0% | 0.0% | 91 | +374 | 9.75% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,830 | 48 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,676 | 46 | 0.0% | 0.0% | 93 | +250 | 7.3% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,591 | 45 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOM Asset Management Ltd | History | No change | 3,000 | 37 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,870 | 36 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,469 | 31 | 0.0% | 0.0% | 97 | +1,021 | 70.51% | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 2,237 | 28 | 0.01% | — | 98 | +2,237 | New | Q4 2025 | Jan 30, 2026 |
| State of Alaska, Department of Revenue | History | New | 1,765 | 22 | 0.0% | — | 99 | +1,765 | New | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,477 | 18 | 0.0% | 0.0% | 100 | -816 | -35.59% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,301 | 16 | 0.0% | 0.0% | 101 | +218 | 20.13% | Q4 2025 | Jan 26, 2026 |
| Legal & General Group Plc | History | Reduced | 1,113 | 14 | 0.0% | 0.0% | 102 | -408 | -26.82% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | New | 1,096 | 13 | 0.0% | — | 103 | +1,096 | New | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,010 | 12 | 0.0% | 0.0% | 104 | -710 | -41.28% | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | No change | 800 | 10 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 766 | 9 | 0.0% | 0.0% | 106 | -739 | -49.1% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 717 | 9 | 0.0% | 0.0% | 107 | -419 | -36.88% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 597 | 8 | 0.0% | — | 108 | +597 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 391 | 5 | 0.0% | 0.0% | 109 | -311 | -44.3% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 437 | 5 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 260 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 190 | 2 | 0.0% | 0.0% | 112 | -3 | -1.55% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Added to | 110 | 1 | 0.0% | — | 114 | +81 | 279.31% | Q4 2025 | Jan 05, 2026 |
| Quent Capital, LLC | History | No change | 106 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Acuitas Investments, LLC | History | Closed out | 0 | 0 | — | 4.06% | — | -643,483 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,926 | -100.0% | Q3 2025 | Oct 29, 2025 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Closed out | 0 | 0 | — | 0.04% | — | -21,362 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,893 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,437 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,496 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 58 | 0 | — | 0.0% | — | -118 | -67.05% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 3 | 0 | — | — | — | -95 | -96.94% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 66 | 0 | — | — | — | +66 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 48 | 0 | — | — | — | +20 | 71.43% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Covestor Ltd | History | Added to | 18 | 0 | — | — | — | +5 | 38.46% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 22 | 0 | — | — | — | +2 | 10.0% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |