MID PENN BANCORP INC - MPB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,274,513 | 70,555 | 0.01% | 0.01% | 1 | +50,000 | 2.25% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,483,330 | 46,012 | 0.0% | 0.0% | 2 | +28,222 | 1.94% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,220,320 | 37,854 | 0.0% | 0.0% | 3 | +30,680 | 2.58% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 668,627 | 20,741 | 0.0% | 0.0% | 4 | +34,890 | 5.51% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 575,693 | 17,857 | 0.01% | 0.01% | 5 | -226,405 | -28.23% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 534,442 | 16,578 | 0.0% | 0.0% | 6 | -648 | -0.12% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 492,141 | 15,269 | 0.0% | 0.0% | 7 | -90 | -0.02% | Q4 2025 | Feb 09, 2026 |
| Fourthstone LLC | History | Added to | 291,396 | 9,039 | 1.69% | 1.13% | 8 | +71,827 | 32.71% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 276,473 | 8,576 | 0.01% | — | 9 | +276,473 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 264,084 | 8,191 | 0.0% | 0.0% | 10 | +14,558 | 5.83% | Q4 2025 | Feb 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 207,982 | 6,451 | 1.28% | 1.04% | 11 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Petiole USA ltd | History | No change | 197,111 | 6,114 | 3.96% | 3.9% | 12 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 166,544 | 5,166 | 0.0% | 0.0% | 13 | -133 | -0.08% | Q4 2025 | Feb 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Added to | 154,411 | 4,789 | 0.23% | 0.21% | 14 | +10,000 | 6.92% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 147,745 | 4,583 | 0.0% | 0.0% | 15 | -12,479 | -7.79% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 146,609 | 4,547 | 0.1% | 0.06% | 16 | +48,944 | 50.11% | Q4 2025 | Feb 17, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 141,692 | 4,395 | 0.08% | 0.07% | 17 | +22,000 | 18.38% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 131,056 | 4,065 | 0.0% | 0.0% | 18 | +5,000 | 3.97% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 125,686 | 3,898 | 0.0% | 0.0% | 19 | +6,092 | 5.09% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 120,208 | 3,728 | 0.0% | 0.0% | 20 | +11,181 | 10.26% | Q4 2025 | Jan 29, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 114,210 | 3,542 | 0.08% | 0.07% | 21 | +108 | 0.09% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 112,287 | 3,483 | 0.01% | 0.01% | 22 | +2,700 | 2.46% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 112,256 | 3,482 | 0.0% | 0.0% | 23 | +71,066 | 172.53% | Q4 2025 | Mar 25, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 111,222 | 3,450 | 0.03% | 0.03% | 24 | -7,321 | -6.18% | Q4 2025 | Feb 09, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 110,800 | 3,437 | 0.01% | 0.01% | 25 | -200 | -0.18% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 107,358 | 3,330 | 0.0% | 0.0% | 26 | +14,203 | 15.25% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Added to | 98,343 | 3,050 | 0.0% | 0.0% | 27 | +12,503 | 14.57% | Q4 2025 | Feb 12, 2026 |
| De Lisle Partners LLP | History | No change | 97,824 | 3,032 | 0.39% | 0.34% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 95,006 | 2,947 | 0.05% | 0.02% | 29 | +23,944 | 33.69% | Q4 2025 | Feb 18, 2026 |
| Rhino Investment Partners, Inc | History | New | 87,220 | 2,705 | 0.77% | — | 30 | +87,220 | New | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 69,413 | 2,153 | 0.03% | — | 31 | +69,413 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 66,570 | 2,065 | 0.0% | 0.0% | 32 | +14,218 | 27.16% | Q4 2025 | Feb 11, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Reduced | 57,300 | 1,777 | 0.14% | 0.13% | 33 | -4,179 | -6.8% | Q4 2025 | Feb 17, 2026 |
| RKL Wealth Management LLC | History | No change | 55,230 | 1,713 | 0.14% | 0.13% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | New | 54,674 | 1,695 | 0.0% | — | 35 | +54,674 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 54,552 | 1,692 | 0.0% | 0.0% | 36 | -501 | -0.91% | Q4 2025 | Feb 13, 2026 |
| Minerva Advisors LLC | History | No change | 54,177 | 1,680 | 1.12% | 0.99% | 37 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Added to | 48,931 | 1,517 | 0.0% | 0.0% | 38 | +13,917 | 39.75% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 47,400 | 1,470 | 0.03% | 0.03% | 39 | +4,000 | 9.22% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 45,002 | 1,395 | 0.0% | 0.0% | 40 | +9,246 | 25.86% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 42,713 | 1,324 | 0.0% | 0.0% | 41 | -16,110 | -27.39% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | New | 38,759 | 1,202 | 0.02% | — | 42 | +38,759 | New | Q4 2025 | Feb 17, 2026 |
| Oppenheimer & Close, LLC | History | No change | 31,950 | 991 | 0.68% | 0.62% | 43 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 29,830 | 925 | 0.0% | 0.0% | 44 | +7 | 0.02% | Q4 2025 | Feb 19, 2026 |
| GRACE & WHITE INC /NY | History | Added to | 27,324 | 847 | 0.15% | 0.13% | 45 | +1,379 | 5.32% | Q4 2025 | Jan 26, 2026 |
| Wharton Business Group, LLC | History | No change | 27,108 | 840 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 29,175 | 839 | 0.0% | 0.0% | 47 | +20,350 | 230.59% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 27,033 | 838 | 0.0% | 0.0% | 48 | +1,923 | 7.66% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 26,541 | 823 | 0.0% | 0.0% | 49 | -22,684 | -46.08% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 25,866 | 802 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 24,928 | 773 | 0.0% | 0.0% | 51 | -3,944 | -13.66% | Q4 2025 | Feb 13, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 22,488 | 697 | 0.26% | 0.26% | 52 | -317 | -1.39% | Q4 2025 | Feb 06, 2026 |
| EMERALD ADVISERS, LLC | History | Added to | 22,419 | 695 | 0.02% | 0.01% | 53 | +15,000 | 202.18% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,216 | 658 | 0.0% | 0.0% | 54 | +961 | 4.74% | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | No change | 20,140 | 624 | 0.26% | 0.24% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 19,665 | 610 | 0.0% | 0.0% | 56 | +5,685 | 40.67% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,336 | 599 | 0.0% | 0.0% | 57 | +161 | 0.84% | Q4 2025 | Feb 18, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 16,708 | 518 | 0.02% | — | 58 | +16,708 | New | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 15,341 | 475 | 0.01% | 0.01% | 59 | -91 | -0.59% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 14,722 | 456 | 0.0% | — | 60 | +14,722 | New | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 14,236 | 441 | 0.0% | 0.0% | 61 | -2,267 | -13.74% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 13,840 | 429 | 0.0% | — | 62 | +13,840 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 13,597 | 421 | 0.0% | 0.0% | 63 | -47,294 | -77.67% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 13,205 | 409 | 0.0% | 0.0% | 64 | -3,099 | -19.01% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,811 | 397 | 0.0% | 0.0% | 65 | -5,627 | -30.52% | Q4 2025 | Feb 17, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 12,687 | 393 | 0.14% | 0.14% | 66 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 12,555 | 389 | 0.0% | 0.0% | 67 | +48 | 0.38% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 12,255 | 380 | 0.0% | 0.0% | 68 | +55 | 0.45% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 12,038 | 373 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 11,976 | 371 | 0.0% | 0.0% | 70 | -51 | -0.42% | Q4 2025 | Feb 17, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 11,870 | 368 | 0.08% | 0.07% | 71 | +1,000 | 9.2% | Q4 2025 | Jan 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,502 | 357 | 0.0% | 0.0% | 72 | +842 | 7.9% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,724 | 332 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | New | 9,752 | 302 | 0.0% | — | 74 | +9,752 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 9,227 | 286 | 0.0% | 0.0% | 75 | +5,015 | 119.06% | Q4 2025 | Jan 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 9,103 | 282 | 0.0% | 0.0% | 76 | -3,589 | -28.28% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,026 | 279 | 0.0% | 0.0% | 77 | +77 | 0.86% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,280 | 256 | 0.0% | 0.0% | 78 | -4,389 | -34.64% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,131 | 252 | 0.0% | 0.0% | 79 | -144 | -1.74% | Q4 2025 | Feb 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 7,762 | 240 | 0.0% | 0.01% | 80 | -5,888 | -43.14% | Q4 2025 | Feb 17, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 7,584 | 235 | 0.07% | 0.06% | 81 | +57 | 0.76% | Q4 2025 | Jan 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,248 | 224 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 7,137 | 221 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FULTON BANK, N.A. | History | New | 6,617 | 205 | 0.01% | — | 84 | +6,617 | New | Q4 2025 | Jan 08, 2026 |
| Fischer Financial Services, Inc. | History | New | 6,617 | 205 | 0.05% | — | 85 | +6,617 | New | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | New | 6,490 | 201 | 0.0% | — | 86 | +6,490 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 6,316 | 195 | 0.0% | 0.0% | 87 | +1,379 | 27.93% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,220 | 192 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,525 | 171 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,953 | 153 | 0.0% | — | 90 | +4,953 | New | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 4,793 | 148 | 0.0% | — | 91 | +4,793 | New | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | New | 4,688 | 145 | 0.0% | — | 92 | +4,688 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,465 | 138 | 0.0% | 0.0% | 93 | +664 | 17.47% | Q4 2025 | Feb 10, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 3,233 | 100 | 0.06% | 0.06% | 94 | -187 | -5.47% | Q4 2025 | Jan 23, 2026 |
| Legal & General Group Plc | History | No change | 1,707 | 52 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,632 | 50 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,573 | 48 | 0.0% | 0.0% | 97 | +704 | 81.01% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,203 | 37 | 0.0% | 0.0% | 98 | -44 | -3.53% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,141 | 35 | 0.0% | 0.0% | 99 | -207 | -15.36% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 916 | 28 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | No change | 852 | 26 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Reduced | 796 | 24 | 0.0% | 0.0% | 102 | -124 | -13.48% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 742 | 23 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 702 | 21 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 621 | 19 | 0.0% | 0.0% | 106 | -177 | -22.18% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Added to | 614 | 19 | 0.0% | 0.0% | 105 | +12 | 1.99% | Q4 2025 | Feb 05, 2026 |
| GROUP ONE TRADING LLC | History | New | 600 | 18 | 0.0% | — | 107 | +600 | New | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | New | 414 | 12 | 0.0% | — | 108 | +414 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 309 | 9 | 0.0% | 0.0% | 109 | +3 | 0.98% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 272 | 8 | 0.0% | 0.01% | 110 | -46 | -14.47% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 257 | 7 | 0.0% | 0.0% | 111 | +29 | 12.72% | Q4 2025 | Jan 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 212 | 6 | 0.0% | — | 112 | +212 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 200 | 6 | 0.0% | — | 114 | +200 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 220 | 6 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 192 | 5 | 0.0% | 0.0% | 115 | -189 | -49.61% | Q4 2025 | Jan 15, 2026 |
| SIGNATUREFD, LLC | History | New | 143 | 4 | 0.0% | — | 116 | +143 | New | Q4 2025 | Jan 20, 2026 |
| Torren Management, LLC | History | New | 132 | 4 | 0.0% | — | 118 | +132 | New | Q4 2025 | Jan 30, 2026 |
| Optiver Holding B.V. | History | No change | 160 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 98 | 3 | 0.0% | — | 119 | +98 | New | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 84 | 2 | 0.0% | — | 121 | +84 | New | Q4 2025 | Feb 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 75 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 48 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,062 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,867 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.01% | — | -11,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,502 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 32 | 0 | — | 0.0% | — | -146 | -82.02% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |