MOTORCAR PARTS OF AMERICA INC - MPAA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private Capital Management, LLC | History | Added to | 2,239,422 | 27,634 | 2.53% | 3.3% | 1 | +5,121 | 0.23% | Q4 2025 | Feb 17, 2026 |
| 325 CAPITAL LLC | History | No change | 2,018,795 | 24,911 | 8.73% | 10.15% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,076,605 | 13,285 | 0.0% | 0.0% | 3 | +25,826 | 2.46% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 998,929 | 12,326 | 0.0% | 0.0% | 4 | -24,765 | -2.42% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 975,858 | 12,042 | 0.0% | 0.0% | 5 | -4,901 | -0.5% | Q4 2025 | Jan 29, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 960,289 | 11,849 | 0.22% | 0.26% | 6 | +169,979 | 21.51% | Q4 2025 | Feb 11, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 692,502 | 8,545 | 1.88% | 2.43% | 7 | +23,221 | 3.47% | Q4 2025 | Feb 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 577,428 | 7,125 | 0.0% | 0.0% | 8 | +78,305 | 15.69% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 444,341 | 5,483 | 0.0% | 0.0% | 9 | +361,259 | 434.82% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 435,058 | 5,368 | 0.0% | 0.0% | 10 | +86,063 | 24.66% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 381,303 | 4,706 | 0.0% | 0.0% | 11 | +6,902 | 1.84% | Q4 2025 | Feb 09, 2026 |
| RBF Capital, LLC | History | Added to | 324,551 | 4,004 | 0.18% | 0.23% | 12 | +10,530 | 3.35% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 275,145 | 3,395 | 0.0% | 0.0% | 13 | +111,756 | 68.4% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 271,153 | 3,346 | 0.0% | 0.0% | 14 | +8,506 | 3.24% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 253,379 | 3,126 | 0.02% | 0.02% | 15 | +54,654 | 27.5% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 227,801 | 2,807 | 0.0% | 0.01% | 16 | +46,439 | 25.61% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 226,869 | 2,799 | 0.0% | 0.0% | 17 | +93,471 | 70.07% | Q4 2025 | Feb 13, 2026 |
| Azarias Capital Management, L.P. | History | Reduced | 216,408 | 2,670 | 1.17% | 1.98% | 18 | -86,546 | -28.57% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 198,037 | 2,443 | 0.0% | 0.0% | 19 | +87,105 | 78.52% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 193,661 | 2,389 | 0.05% | 0.07% | 20 | +6,918 | 3.7% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 138,504 | 1,709 | 0.03% | 0.03% | 21 | +44,378 | 47.15% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 135,279 | 1,669 | 0.0% | 0.0% | 22 | +49,648 | 57.98% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 120,062 | 1,481 | 0.0% | 0.0% | 23 | +73,147 | 155.91% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 119,228 | 1,471 | 0.0% | 0.0% | 24 | -4,700 | -3.79% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 116,506 | 1,437 | 0.03% | 0.04% | 25 | -2,276 | -1.92% | Q4 2025 | Jan 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 93,443 | 1,153 | 0.02% | — | 26 | +93,443 | New | Q4 2025 | Feb 19, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 93,443 | 1,153 | 0.2% | 0.29% | 27 | +1,553 | 1.69% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 93,038 | 1,148 | 0.0% | 0.0% | 28 | -200,412 | -68.3% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 91,638 | 1,130 | 0.0% | 0.0% | 29 | -28,939 | -24.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 83,159 | 1,026 | 0.0% | 0.0% | 30 | +142 | 0.17% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 60,513 | 1,014 | 0.0% | 0.0% | 31 | -5,294 | -8.04% | Q4 2025 | Feb 11, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 71,001 | 876 | 0.5% | 0.68% | 32 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 65,000 | 802 | 0.0% | 0.0% | 33 | -3,000 | -4.41% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 62,182 | 767 | 0.0% | 0.0% | 34 | -16,488 | -20.96% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 61,839 | 763 | 0.0% | 0.0% | 35 | -45,223 | -42.24% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Added to | 61,829 | 762 | 0.0% | 0.0% | 36 | +29,482 | 91.14% | Q4 2025 | Feb 10, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 61,405 | 757 | 0.02% | 0.02% | 37 | +10,734 | 21.18% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 60,500 | 746 | 0.0% | 0.0% | 38 | -26,100 | -30.14% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 55,582 | 686 | 0.0% | — | 39 | +55,582 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 55,553 | 685 | 0.0% | 0.0% | 40 | +18,896 | 51.55% | Q4 2025 | Feb 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 54,000 | 666 | 0.03% | 0.04% | 41 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 47,342 | 584 | 0.0% | 0.0% | 42 | +21,542 | 83.5% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 46,408 | 572 | 0.0% | 0.0% | 43 | +20 | 0.04% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 43,700 | 539 | 0.0% | 0.0% | 44 | +10,100 | 30.06% | Q4 2025 | Feb 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 43,114 | 532 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 41,773 | 515 | 0.0% | 0.0% | 46 | +12,497 | 42.69% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 39,874 | 493 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 38,432 | 474 | 0.0% | 0.0% | 48 | -19,756 | -33.95% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 38,400 | 473 | 0.0% | 0.0% | 49 | -18,200 | -32.16% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 34,176 | 421 | 0.0% | 0.0% | 50 | +3,198 | 10.32% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Reduced | 31,771 | 392 | 0.0% | 0.0% | 51 | -162,168 | -83.62% | Q4 2025 | Feb 19, 2026 |
| Boston Partners | History | Added to | 29,228 | 360 | 0.0% | 0.0% | 52 | +17,114 | 141.27% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 28,703 | 354 | 0.0% | 0.0% | 53 | -83,869 | -74.5% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 27,600 | 340 | 0.01% | 0.01% | 54 | +3,000 | 12.2% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 26,190 | 323 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 24,745 | 305 | 0.07% | — | 56 | +24,745 | New | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,146 | 285 | 0.0% | 0.0% | 57 | -1,640 | -6.62% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 23,052 | 284 | 0.0% | 0.0% | 58 | -4,995 | -17.81% | Q4 2025 | Jan 29, 2026 |
| WINTON GROUP Ltd | History | Reduced | 22,695 | 280 | 0.01% | 0.01% | 59 | -1,275 | -5.32% | Q4 2025 | Feb 11, 2026 |
| BAILARD, INC. | History | No change | 22,600 | 278 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 21,514 | 265 | 0.0% | 0.0% | 61 | -39,100 | -64.51% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | Added to | 21,347 | 263 | 0.0% | 0.0% | 62 | +2,679 | 14.35% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 20,720 | 255 | 0.0% | 0.0% | 63 | +1,196 | 6.13% | Q4 2025 | Feb 13, 2026 |
| PharVision Advisers, LLC | History | Reduced | 20,032 | 247 | 0.13% | 0.22% | 64 | -3,994 | -16.62% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 20,000 | 246 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 19,309 | 238 | 0.0% | 0.0% | 66 | +330 | 1.74% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 18,217 | 224 | 0.0% | 0.0% | 67 | -8,129 | -30.85% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 17,246 | 212 | 0.0% | 0.0% | 68 | -36,271 | -67.77% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 17,089 | 210 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 16,771 | 206 | 0.01% | 0.04% | 70 | -26,144 | -60.92% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 16,375 | 202 | 0.0% | — | 71 | +16,375 | New | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 16,032 | 197 | 0.02% | — | 72 | +16,032 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 14,864 | 183 | 0.0% | 0.0% | 74 | -58,176 | -79.65% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,896 | 183 | 0.0% | 0.0% | 73 | +4,709 | 46.23% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 13,925 | 171 | 0.0% | 0.0% | 75 | -4,920 | -26.11% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 12,977 | 160 | 0.0% | 0.0% | 76 | -93 | -0.71% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 12,534 | 155 | 0.0% | — | 77 | +12,534 | New | Q4 2025 | Jan 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,308 | 139 | 0.0% | 0.0% | 78 | +4,566 | 67.72% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 10,699 | 132 | 0.0% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 10,180 | 125 | 0.0% | — | 80 | +10,180 | New | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,849 | 121 | 0.0% | 0.0% | 81 | +712 | 7.79% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | New | 9,200 | 114 | 0.0% | — | 82 | +9,200 | New | Q4 2025 | Feb 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 6,201 | 76 | 0.0% | 0.0% | 83 | -1,571 | -20.21% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,199 | 76 | 0.0% | 0.0% | 84 | +138 | 2.28% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 5,500 | 67 | 0.0% | — | 85 | +5,500 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | New | 5,146 | 63 | 0.0% | — | 86 | +5,146 | New | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | New | 4,476 | 55 | 0.0% | — | 87 | +4,476 | New | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 4,091 | 50 | 0.0% | 0.0% | 88 | -616 | -13.09% | Q4 2025 | Jan 26, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,846 | 35 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,395 | 29 | 0.0% | 0.0% | 90 | +1,242 | 107.72% | Q4 2025 | Feb 17, 2026 |
| Access Investment Management LLC | History | No change | 1,555 | 25 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | No change | 1,756 | 21 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quarry LP | History | Reduced | 1,479 | 18 | 0.0% | 0.02% | 93 | -2,735 | -64.9% | Q4 2025 | Feb 13, 2026 |
| Tripletail Wealth Management, LLC | History | New | 1,670 | 16 | 0.02% | — | 94 | +1,670 | New | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 1,209 | 15 | 0.0% | — | 95 | +1,209 | New | Q4 2025 | Jan 30, 2026 |
| State of Wyoming | History | Reduced | 1,180 | 14 | 0.0% | 0.01% | 97 | -5,640 | -82.7% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 1,197 | 14 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,100 | 13 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,110 | 13 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 817 | 10 | 0.0% | 0.0% | 100 | -323 | -28.33% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 766 | 9 | 0.0% | 0.0% | 101 | -151 | -16.47% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | New | 611 | 8 | 0.0% | — | 102 | +611 | New | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 417 | 5 | 0.0% | 0.0% | 103 | -206 | -33.07% | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 292 | 4 | 0.0% | 0.0% | 104 | -5 | -1.68% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | New | 276 | 3 | 0.0% | — | 106 | +276 | New | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Added to | 308 | 3 | 0.0% | 0.0% | 105 | +89 | 40.64% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 176 | 2 | 0.0% | — | 107 | +176 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 86 | 1 | 0.0% | 0.0% | 109 | -26 | -23.21% | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -140,629 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -77,009 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.57% | — | -73,032 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -66,269 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SCALAR GAUGE MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -53,000 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -43,740 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -24,068 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,007 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -21,902 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.03% | — | -16,694 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,642 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,692 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,219 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,329 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,306 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rockefeller Capital Management L.P. | History | New | 62 | 0 | — | — | — | +62 | New | Q4 2025 | Mar 16, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -51 | -86.44% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5 | 0 | — | — | — | -6 | -54.55% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 05, 2025 |
| IFP Advisors, Inc | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |