PRECISION DRILLING Corp - PDS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIL Ltd | History | Added to | 850,331 | 61,017 | 0.05% | 0.0% | 1 | +847,227 | 27294.68% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 769,634 | 54,665 | 0.05% | 0.04% | 2 | +34,174 | 4.65% | Q4 2025 | Feb 17, 2026 |
| Encompass Capital Advisors LLC | History | Reduced | 556,638 | 39,954 | 1.63% | 1.11% | 3 | -924 | -0.17% | Q4 2025 | Feb 17, 2026 |
| AEGIS FINANCIAL CORP | History | Added to | 504,059 | 36,221 | 8.64% | 9.75% | 4 | +51,700 | 11.43% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 453,245 | 32,524 | 0.01% | 0.01% | 5 | -33,900 | -6.96% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 312,655 | 22,473 | 0.0% | 0.0% | 6 | -2,134 | -0.68% | Q4 2025 | Mar 25, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 302,904 | 21,772 | 1.01% | 0.96% | 7 | -45,682 | -13.1% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 300,852 | 21,602 | 0.01% | 0.02% | 8 | -183,085 | -37.83% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | New | 291,836 | 20,978 | 0.58% | — | 9 | +291,836 | New | Q4 2025 | Feb 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 261,950 | 18,823 | 0.15% | 0.12% | 10 | +15,969 | 6.49% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 210,238 | 15,111 | 0.0% | 0.0% | 11 | +16,941 | 8.76% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 191,707 | 13,773 | 0.01% | 0.0% | 12 | +72,816 | 61.25% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 133,017 | 9,544 | 0.0% | 0.0% | 13 | +2,457 | 1.88% | Q4 2025 | Feb 13, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 122,494 | 8,802 | 1.04% | 0.82% | 14 | +1,510 | 1.25% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 116,155 | 8,349 | 0.0% | 0.0% | 15 | -40,542 | -25.87% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 116,082 | 8,327 | 0.01% | 0.02% | 16 | -73,404 | -38.74% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 115,455 | 8,292 | 0.0% | 0.0% | 17 | +16,861 | 17.1% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 102,852 | 7,393 | 0.0% | 0.0% | 18 | +61,684 | 149.83% | Q4 2025 | Feb 13, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 99,500 | 7,152 | 0.26% | 0.21% | 19 | +2,400 | 2.47% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 94,509 | 6,793 | 0.0% | 0.0% | 20 | +74,658 | 376.09% | Q4 2025 | Feb 17, 2026 |
| SIG North Trading, ULC | History | Reduced | 93,848 | 6,745 | 0.12% | 0.17% | 21 | -56,652 | -37.64% | Q4 2025 | Feb 17, 2026 |
| Hartree Partners, LP | History | Reduced | 82,500 | 5,920 | 2.14% | 1.94% | 22 | -17,500 | -17.5% | Q4 2025 | Feb 17, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 79,161 | 5,690 | 0.15% | 0.15% | 23 | -17,396 | -18.02% | Q4 2025 | Jan 22, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 71,200 | 5,115 | 0.01% | 0.01% | 24 | +1,900 | 2.74% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 67,624 | 4,860 | 0.0% | 0.0% | 25 | +5,567 | 8.97% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 58,722 | 4,220 | 0.0% | 0.0% | 26 | +21,143 | 56.26% | Q4 2025 | Feb 11, 2026 |
| SIR Capital Management, L.P. | History | Added to | 56,178 | 4,031 | 0.45% | 0.28% | 27 | +200 | 0.36% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 49,971 | 3,591 | 0.0% | 0.0% | 28 | -50,205 | -50.12% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 46,238 | 3,324 | 0.0% | — | 29 | +46,238 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 43,378 | 3,118 | 0.0% | 0.0% | 30 | -9,749 | -18.35% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 39,339 | 2,756 | 0.01% | 0.01% | 31 | +13,107 | 49.97% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 37,473 | 2,692 | 0.0% | 0.0% | 32 | +2,333 | 6.64% | Q4 2025 | Feb 13, 2026 |
| Equinox Partners Investment Management LLC | History | New | 30,111 | 2,160 | 1.13% | — | 33 | +30,111 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 28,525 | 2,050 | 0.0% | 0.0% | 34 | -1,308 | -4.38% | Q4 2025 | Feb 11, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 28,000 | 2,009 | 0.18% | 0.14% | 35 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 26,108 | 1,876 | 0.09% | — | 36 | +26,108 | New | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Reduced | 26,100 | 1,876 | 0.0% | 0.0% | 37 | -600 | -2.25% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 21,784 | 1,566 | 0.0% | 0.0% | 38 | +6,854 | 45.91% | Q4 2025 | Feb 18, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 18,342 | 1,317 | 0.03% | 0.02% | 39 | +4,029 | 28.15% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 17,568 | 1,262 | 0.0% | 0.0% | 40 | +1,135 | 6.91% | Q4 2025 | Feb 10, 2026 |
| TORONTO DOMINION BANK | History | Added to | 15,540 | 1,115 | 0.0% | 0.0% | 41 | +5,204 | 50.35% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 15,412 | 1,107 | 0.0% | 0.0% | 42 | -4,395 | -22.19% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 14,807 | 1,063 | 0.0% | 0.0% | 43 | -2,576 | -14.82% | Q4 2025 | Feb 09, 2026 |
| Quantbot Technologies LP | History | Added to | 13,925 | 1,000 | 0.03% | 0.01% | 44 | +8,121 | 139.92% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 13,696 | 951 | 0.01% | 0.01% | 45 | -465 | -3.28% | Q4 2025 | Jan 27, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 12,715 | 913 | 0.0% | — | 46 | +12,715 | New | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | No change | 12,475 | 895 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 10,560 | 759 | 0.0% | 0.0% | 48 | -14,400 | -57.69% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 10,446 | 750 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 10,100 | 725 | 0.14% | 0.11% | 50 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | Added to | 10,035 | 721 | 0.02% | 0.02% | 51 | +3,563 | 55.05% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 10,012 | 719 | 0.0% | 0.0% | 52 | -8,100 | -44.72% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 9,867 | 709 | 0.0% | 0.0% | 53 | +1,364 | 16.04% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,790 | 703 | 0.0% | 0.0% | 54 | +3,236 | 49.37% | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 9,651 | 692 | 0.0% | 0.0% | 55 | -5,758 | -37.37% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 9,614 | 691 | 0.0% | 0.0% | 56 | +502 | 5.51% | Q4 2025 | Feb 19, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 9,303 | 667 | 0.0% | 0.0% | 57 | -410 | -4.22% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 8,853 | 632 | 0.0% | 0.0% | 58 | +445 | 5.29% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 8,191 | 588 | 0.0% | 0.0% | 59 | +2,842 | 53.13% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,114 | 582 | 0.0% | 0.0% | 60 | -1,269 | -13.52% | Q4 2025 | Feb 17, 2026 |
| CoreCommodity Management, LLC | History | Reduced | 7,718 | 554 | 0.12% | 0.09% | 61 | -1,460 | -15.91% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,787 | 487 | 0.0% | 0.0% | 62 | +2,546 | 60.03% | Q4 2025 | Feb 13, 2026 |
| Versor Investments LP | History | New | 6,624 | 475 | 0.07% | — | 63 | +6,624 | New | Q4 2025 | Feb 04, 2026 |
| Verition Fund Management LLC | History | Reduced | 6,142 | 441 | 0.0% | 0.01% | 64 | -24,367 | -79.87% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 6,043 | 434 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 6,043 | 434 | 0.01% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 5,871 | 422 | 0.0% | 0.0% | 67 | -5,483 | -48.29% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 5,500 | 395 | 0.0% | — | 68 | +5,500 | New | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | New | 5,177 | 372 | 0.04% | — | 69 | +5,177 | New | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,139 | 369 | 0.01% | 0.01% | 70 | +592 | 13.02% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 5,112 | 367 | 0.0% | 0.0% | 71 | +842 | 19.72% | Q4 2025 | Jan 27, 2026 |
| SCOTIA CAPITAL INC. | History | New | 4,952 | 355 | 0.0% | — | 72 | +4,952 | New | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,854 | 348 | 0.0% | 0.0% | 73 | -1,809 | -27.15% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,786 | 343 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 4,668 | 335 | 0.0% | 0.0% | 75 | +70 | 1.52% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,623 | 332 | 0.01% | 0.0% | 76 | +1,607 | 53.28% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | New | 4,482 | 322 | 0.0% | — | 77 | +4,482 | New | Q4 2025 | Feb 18, 2026 |
| State of Wyoming | History | Added to | 4,490 | 322 | 0.04% | 0.03% | 78 | +173 | 4.01% | Q4 2025 | Feb 11, 2026 |
| Spark Investment Management LLC | History | New | 4,000 | 287 | 0.71% | — | 79 | +4,000 | New | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 3,967 | 284 | 0.0% | 0.0% | 80 | -151 | -3.67% | Q4 2025 | Feb 17, 2026 |
| Guardian Partners Inc. | History | New | 3,372 | 281 | 0.02% | — | 81 | +3,372 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 3,885 | 279 | 0.0% | — | 82 | +3,885 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 3,314 | 238 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | New | 3,291 | 236 | 0.0% | — | 84 | +3,291 | New | Q4 2025 | Feb 13, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 3,270 | 235 | 0.07% | 0.08% | 85 | -2,500 | -43.33% | Q4 2025 | Jan 29, 2026 |
| PDT Partners, LLC | History | New | 3,183 | 228 | 0.01% | — | 86 | +3,183 | New | Q4 2025 | Feb 17, 2026 |
| Aristides Capital LLC | History | New | 3,133 | 225 | 0.04% | — | 87 | +3,133 | New | Q4 2025 | Feb 26, 2026 |
| Vident Advisory, LLC | History | New | 3,088 | 221 | 0.0% | — | 88 | +3,088 | New | Q4 2025 | Feb 18, 2026 |
| Entropy Technologies, LP | History | New | 2,900 | 208 | 0.01% | — | 90 | +2,900 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | New | 2,894 | 208 | 0.0% | — | 89 | +2,894 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,860 | 205 | 0.0% | — | 91 | +2,860 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,662 | 191 | 0.0% | 0.0% | 92 | +95 | 3.7% | Q4 2025 | Jan 20, 2026 |
| BARCLAYS PLC | History | Added to | 1,813 | 130 | 0.0% | — | 93 | +1,803 | 18030.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,083 | 77 | 0.0% | 0.0% | 94 | -105 | -8.84% | Q4 2025 | Jan 30, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 860 | 61 | 0.0% | 0.0% | 95 | -1,731 | -66.81% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 802 | 57 | 0.0% | 0.01% | 96 | -13,000 | -94.19% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 750 | 53 | 0.0% | 0.0% | 97 | +24 | 3.31% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | No change | 705 | 50 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 489 | 35 | 0.0% | 0.0% | 99 | +37 | 8.19% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 365 | 26 | 0.0% | 0.0% | 100 | -2,010 | -84.63% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 374 | 26 | 0.0% | — | 101 | +374 | New | Q4 2025 | Feb 05, 2026 |
| Founders Capital Management | History | No change | 300 | 21 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pacifica Partners Inc. | History | No change | 265 | 19 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 261 | 18 | 0.0% | 0.0% | 104 | -1,682 | -86.57% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 250 | 17 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Quarry LP | History | Reduced | 92 | 6 | 0.0% | 0.01% | 106 | -867 | -90.41% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 74 | 5 | 0.0% | — | 107 | +74 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 57 | 4 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 21 | 1 | 0.0% | — | 110 | +21 | New | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 113 | -4 | -16.67% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23 | 1 | 0.0% | 0.0% | 114 | +3 | 15.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | No change | 24 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 15 | 1 | 0.0% | — | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Closed out | 0 | 0 | — | 0.24% | — | -51,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -28,539 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,935 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Resource Partners LP | History | Closed out | 0 | 0 | — | 0.24% | — | -11,808 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,700 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -10,337 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -5,762 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,674 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,638 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rockefeller Capital Management L.P. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Steward Partners Investment Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |