Performant Healthcare Inc - PHLT
Detailed investor-level table based on 13F positions.
Early Q4 2025 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 15,793,291 | 122,082 | 12.87% | 7.46% | 1 | 0 | 0.0% | Q3 2025 | Nov 06, 2025 |
| First Light Asset Management, LLC | History | Reduced | 11,718,612 | 90,584 | 8.54% | 6.83% | 2 | -1,451,769 | -11.02% | Q3 2025 | Nov 14, 2025 |
| GLAZER CAPITAL, LLC | History | New | 6,756,934 | 52,231 | 1.75% | — | 3 | +6,756,934 | New | Q3 2025 | Nov 13, 2025 |
| BlackRock, Inc. | History | Added to | 4,888,026 | 37,784 | 0.0% | 0.0% | 4 | +41,258 | 0.85% | Q3 2025 | Nov 12, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 3,981,906 | 30,780 | 0.01% | 0.0% | 5 | +3,971,126 | 36837.9% | Q3 2025 | Nov 14, 2025 |
| VANGUARD GROUP INC | History | Added to | 3,976,003 | 30,734 | 0.0% | 0.0% | 6 | +55,079 | 1.4% | Q3 2025 | Nov 07, 2025 |
| Mill Road Capital Management LLC | History | No change | 3,261,675 | 25,212 | 13.13% | 8.35% | 7 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| FIL Ltd | History | New | 3,217,616 | 24,872 | 0.02% | — | 8 | +3,217,616 | New | Q3 2025 | Nov 13, 2025 |
| Magnetar Financial LLC | History | New | 2,768,559 | 21,400 | 0.13% | — | 9 | +2,768,559 | New | Q3 2025 | Nov 13, 2025 |
| First Trust Capital Management L.P. | History | New | 2,259,250 | 17,464 | 1.13% | — | 10 | +2,259,250 | New | Q3 2025 | Nov 17, 2025 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 2,176,865 | 16,827 | 2.03% | 0.95% | 11 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,706,212 | 13,192 | 0.0% | 0.0% | 12 | +33,800 | 2.02% | Q3 2025 | Nov 12, 2025 |
| SOROS FUND MANAGEMENT LLC | History | New | 1,384,600 | 10,702 | 0.15% | — | 13 | +1,384,600 | New | Q3 2025 | Nov 14, 2025 |
| STATE STREET CORP | History | Added to | 1,196,426 | 9,248 | 0.0% | 0.0% | 14 | +47,870 | 4.17% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,171,169 | 9,053 | 0.0% | 0.0% | 15 | +1,097,227 | 1483.9% | Q3 2025 | Nov 14, 2025 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 969,869 | 7,497 | 0.45% | — | 16 | +969,869 | New | Q3 2025 | Nov 06, 2025 |
| HighMark Wealth Management LLC | History | Reduced | 756,000 | 5,843 | 2.57% | 1.59% | 17 | -56,550 | -6.96% | Q3 2025 | Oct 20, 2025 |
| First Eagle Investment Management, LLC | History | Reduced | 697,800 | 5,393 | 0.01% | 0.02% | 18 | -2,006,455 | -74.2% | Q3 2025 | Nov 12, 2025 |
| Qube Research & Technologies Ltd | History | New | 684,276 | 5,289 | 0.01% | — | 19 | +684,276 | New | Q3 2025 | Nov 14, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 640,901 | 4,954 | 0.0% | 0.0% | 20 | +423,965 | 195.43% | Q3 2025 | Nov 10, 2025 |
| NORTHERN TRUST CORP | History | Added to | 556,616 | 4,302 | 0.0% | 0.0% | 21 | +4,615 | 0.84% | Q3 2025 | Nov 14, 2025 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 549,000 | 4,243 | 0.25% | 0.56% | 22 | -1,709,100 | -75.69% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 520,963 | 4,027 | 0.01% | 0.0% | 23 | -120,300 | -18.76% | Q3 2025 | Nov 13, 2025 |
| Versor Investments LP | History | New | 493,326 | 3,813 | 0.7% | — | 24 | +493,326 | New | Q3 2025 | Nov 06, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 476,220 | 3,681 | 0.29% | — | 25 | +476,220 | New | Q3 2025 | Nov 14, 2025 |
| AQR Arbitrage LLC | History | New | 418,967 | 3,238 | 0.08% | — | 26 | +418,967 | New | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | New | 379,000 | 2,929 | 0.02% | — | 27 | +379,000 | New | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Added to | 352,265 | 2,723 | 0.0% | 0.0% | 28 | +171,952 | 95.36% | Q3 2025 | Nov 26, 2025 |
| Quantessence Capital LLC | History | New | 342,405 | 2,646 | 0.84% | — | 29 | +342,405 | New | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 274,046 | 2,118 | 0.0% | 0.0% | 30 | +258,614 | 1675.83% | Q3 2025 | Nov 14, 2025 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | New | 258,450 | 1,997 | 0.47% | — | 31 | +258,450 | New | Q3 2025 | Nov 10, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 256,805 | 1,985 | 9.51% | — | 32 | +256,805 | New | Q3 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 220,800 | 1,706 | 0.0% | — | 33 | +220,800 | New | Q3 2025 | Nov 13, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 213,835 | 1,652 | 0.0% | 0.0% | 34 | -503,633 | -70.2% | Q3 2025 | Nov 12, 2025 |
| Bank of New York Mellon Corp | History | Added to | 170,291 | 1,316 | 0.0% | 0.0% | 35 | +7,812 | 4.81% | Q3 2025 | Nov 03, 2025 |
| MORGAN STANLEY | History | Reduced | 162,164 | 1,253 | 0.0% | 0.0% | 36 | -51,896 | -24.24% | Q3 2025 | Nov 14, 2025 |
| Groupe la Francaise | History | New | 162,000 | 1,252 | 0.02% | — | 37 | +162,000 | New | Q3 2025 | Nov 13, 2025 |
| Yakira Capital Management, Inc. | History | New | 159,300 | 1,231 | 0.43% | — | 38 | +159,300 | New | Q3 2025 | Nov 13, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 124,731 | 964 | 0.01% | — | 39 | +124,731 | New | Q3 2025 | Nov 06, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 120,680 | 932 | 0.0% | — | 40 | +120,680 | New | Q3 2025 | Nov 14, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 111,130 | 859 | 0.0% | — | 41 | +111,130 | New | Q3 2025 | Nov 14, 2025 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 108,000 | 834 | 0.07% | — | 42 | +108,000 | New | Q3 2025 | Nov 07, 2025 |
| Sagefield Capital LP | History | New | 101,481 | 784 | 0.09% | — | 43 | +101,481 | New | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Reduced | 98,734 | 763 | 0.0% | 0.0% | 44 | -59,777 | -37.71% | Q3 2025 | Mar 31, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 97,919 | 756 | 0.0% | 0.0% | 45 | -6,464 | -6.19% | Q3 2025 | Nov 06, 2025 |
| Nuveen, LLC | History | Reduced | 93,487 | 722 | 0.0% | 0.0% | 46 | -3,938 | -4.04% | Q3 2025 | Nov 12, 2025 |
| BCK CAPITAL MANAGEMENT LP | History | New | 90,420 | 698 | 0.74% | — | 47 | +90,420 | New | Q3 2025 | Nov 10, 2025 |
| Quadrature Capital Ltd | History | New | 88,715 | 685 | 0.01% | — | 48 | +88,715 | New | Q3 2025 | Nov 13, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | New | 79,841 | 617 | 0.02% | — | 49 | +79,841 | New | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 78,614 | 607 | 0.0% | 0.0% | 50 | +36,889 | 88.41% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 75,800 | 585 | 0.0% | 0.0% | 51 | -9,380 | -11.01% | Q3 2025 | Nov 14, 2025 |
| CSS LLC/IL | History | New | 73,100 | 565 | 0.03% | — | 52 | +73,100 | New | Q3 2025 | Nov 13, 2025 |
| WATER ISLAND CAPITAL LLC | History | New | 72,772 | 562 | 0.07% | — | 53 | +72,772 | New | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | New | 64,080 | 495 | 0.0% | — | 54 | +64,080 | New | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 62,100 | 480 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q3 2025 | Oct 07, 2025 |
| UBS Group AG | History | Added to | 59,943 | 463 | 0.0% | 0.0% | 57 | +38,136 | 174.88% | Q3 2025 | Nov 13, 2025 |
| DEUTSCHE BANK AG\ | History | Added to | 59,917 | 463 | 0.0% | 0.0% | 56 | +12,493 | 26.34% | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 53,804 | 415 | 0.0% | 0.0% | 58 | -33,046 | -38.05% | Q3 2025 | Feb 03, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 52,100 | 402 | 0.06% | — | 59 | +52,100 | New | Q3 2025 | Nov 12, 2025 |
| SG Americas Securities, LLC | History | New | 51,224 | 396 | 0.0% | — | 60 | +51,224 | New | Q3 2025 | Oct 23, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 49,449 | 382 | 0.0% | — | 61 | +49,449 | New | Q3 2025 | Nov 07, 2025 |
| WELLS FARGO & COMPANY/MN | History | Added to | 45,805 | 354 | 0.0% | 0.0% | 62 | +7,307 | 18.98% | Q3 2025 | Nov 13, 2025 |
| AlphaQuest LLC | History | New | 45,173 | 349 | 0.02% | — | 63 | +45,173 | New | Q3 2025 | Nov 03, 2025 |
| MetLife Investment Management, LLC | History | Reduced | 40,693 | 314 | 0.0% | 0.0% | 64 | -2,129 | -4.97% | Q3 2025 | Nov 13, 2025 |
| PenderFund Capital Management Ltd. | History | New | 39,600 | 306 | 0.05% | — | 65 | +39,600 | New | Q3 2025 | Nov 14, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 37,179 | 288 | 0.0% | 0.0% | 66 | +3,931 | 11.82% | Q3 2025 | Nov 14, 2025 |
| Invesco Ltd. | History | Added to | 34,126 | 263 | 0.0% | 0.0% | 67 | +526 | 1.57% | Q3 2025 | Nov 13, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 32,185 | 248 | 0.0% | 0.0% | 68 | -6,822 | -17.49% | Q3 2025 | Nov 14, 2025 |
| Quantinno Capital Management LP | History | New | 27,959 | 216 | 0.0% | — | 69 | +27,959 | New | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 27,448 | 212 | 0.02% | 0.02% | 70 | -41,638 | -60.27% | Q3 2025 | Nov 07, 2025 |
| HRT FINANCIAL LP | History | New | 27,216 | 210 | 0.0% | — | 71 | +27,216 | New | Q3 2025 | Nov 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,890 | 184 | 0.0% | 0.0% | 72 | -10,264 | -30.05% | Q3 2025 | Nov 12, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 22,578 | 174 | 0.0% | 0.0% | 73 | +21,600 | 2208.59% | Q3 2025 | Nov 03, 2025 |
| Squarepoint Ops LLC | History | Reduced | 22,429 | 173 | 0.0% | 0.0% | 74 | -110,729 | -83.16% | Q3 2025 | Nov 14, 2025 |
| Orchard Capital Management, LLC | History | No change | 20,000 | 154 | 0.13% | 0.09% | 75 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 19,797 | 153 | 0.0% | 0.0% | 76 | +5,577 | 39.22% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Reduced | 17,500 | 135 | 0.0% | 0.0% | 77 | -48,701 | -73.57% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | New | 16,493 | 127 | 0.0% | — | 78 | +16,493 | New | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | New | 14,612 | 112 | 0.01% | — | 79 | +14,612 | New | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 13,742 | 106 | 0.0% | 0.0% | 80 | +6,741 | 96.29% | Q3 2025 | Nov 13, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 13,493 | 104 | 0.0% | 0.0% | 81 | -9,290 | -40.78% | Q3 2025 | Oct 09, 2025 |
| BAILARD, INC. | History | Reduced | 13,400 | 103 | 0.0% | 0.01% | 82 | -61,792 | -82.18% | Q3 2025 | Oct 30, 2025 |
| Murchinson Ltd. | History | New | 13,000 | 100 | 0.01% | — | 83 | +13,000 | New | Q3 2025 | Nov 14, 2025 |
| Mirador Capital Partners LP | History | Reduced | 12,758 | 98 | 0.01% | 1.58% | 84 | -2,411,807 | -99.47% | Q3 2025 | Oct 07, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | New | 12,636 | 97 | 0.45% | — | 85 | +12,636 | New | Q3 2025 | Dec 09, 2025 |
| Verition Fund Management LLC | History | New | 12,531 | 96 | 0.0% | — | 86 | +12,531 | New | Q3 2025 | Nov 14, 2025 |
| Hudson Bay Capital Management LP | History | New | 12,370 | 95 | 0.0% | — | 87 | +12,370 | New | Q3 2025 | Dec 15, 2025 |
| ProShare Advisors LLC | History | Reduced | 11,993 | 92 | 0.0% | 0.0% | 88 | -2,389 | -16.61% | Q3 2025 | Nov 06, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,420 | 88 | 0.0% | — | 89 | +11,420 | New | Q3 2025 | Nov 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 10,875 | 84 | 0.0% | — | 90 | +10,875 | New | Q3 2025 | Nov 14, 2025 |
| BOKF, NA | History | New | 10,000 | 77 | 0.0% | — | 91 | +10,000 | New | Q3 2025 | Nov 13, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | New | 10,000 | 77 | 0.0% | — | 92 | +10,000 | New | Q3 2025 | Nov 12, 2025 |
| GROUP ONE TRADING LLC | History | New | 9,900 | 76 | 0.0% | — | 93 | +9,900 | New | Q3 2025 | Nov 12, 2025 |
| Global Retirement Partners, LLC | History | No change | 8,250 | 63 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| Legal & General Group Plc | History | No change | 7,376 | 57 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Russell Investments Group, Ltd. | History | Added to | 5,869 | 45 | 0.0% | — | 96 | +5,760 | 5284.4% | Q3 2025 | Nov 13, 2025 |
| Ameritas Investment Partners, Inc. | History | No change | 5,558 | 42 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 5,129 | 39 | 0.0% | 0.0% | 98 | +4 | 0.08% | Q3 2025 | Nov 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 3,478 | 26 | 0.02% | — | 99 | +3,478 | New | Q3 2025 | Nov 19, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 2,658 | 20 | 0.0% | 0.0% | 100 | +20 | 0.76% | Q3 2025 | Oct 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,497 | 19 | 0.0% | 0.0% | 101 | -4,443 | -64.02% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Reduced | 2,447 | 18 | 0.0% | 0.0% | 102 | -22,119 | -90.04% | Q3 2025 | Nov 10, 2025 |
| AMALGAMATED BANK | History | No change | 2,269 | 18 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| FMR LLC | History | Reduced | 2,077 | 16 | 0.0% | 0.0% | 104 | -212 | -9.26% | Q3 2025 | Nov 13, 2025 |
| Sterling Capital Management LLC | History | Added to | 1,316 | 10 | 0.0% | 0.0% | 105 | +595 | 82.52% | Q3 2025 | Nov 12, 2025 |
| CWM, LLC | History | Added to | 667 | 5 | 0.0% | 0.0% | 107 | +92 | 16.0% | Q3 2025 | Oct 15, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 716 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2025 | Nov 07, 2025 |
| EverSource Wealth Advisors, LLC | History | Added to | 507 | 3 | 0.0% | 0.0% | 108 | +2 | 0.4% | Q3 2025 | Nov 10, 2025 |
| SIMPLEX TRADING, LLC | History | New | 321 | 2 | 0.0% | — | 109 | +321 | New | Q3 2025 | Nov 12, 2025 |
| GAMMA Investing LLC | History | New | 174 | 1 | 0.0% | — | 110 | +174 | New | Q3 2025 | Oct 02, 2025 |
| Topline Capital Management, LLC | History | Closed out | 0 | 0 | — | 3.74% | — | -5,462,442 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Parkman Healthcare Partners LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -1,214,272 | -100.0% | Q2 2025 | Aug 14, 2025 |
| FORMULA GROWTH LTD | History | Closed out | 0 | 0 | — | 0.68% | — | -452,500 | -100.0% | Q2 2025 | Aug 13, 2025 |
| WHITE PINE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -229,681 | -100.0% | Q2 2025 | Aug 12, 2025 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -218,487 | -100.0% | Q2 2025 | Aug 13, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -193,600 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -107,900 | -100.0% | Q2 2025 | Aug 12, 2025 |
| CWC Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.2% | — | -95,957 | -100.0% | Q2 2025 | Jul 10, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -36,267 | -100.0% | Q2 2025 | Nov 21, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,856 | -100.0% | Q2 2025 | Aug 13, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -24,882 | -100.0% | Q2 2025 | Aug 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,672 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,000 | -100.0% | Q2 2025 | Jul 08, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,425 | -100.0% | Q2 2025 | Aug 12, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,741 | -100.0% | Q2 2025 | Aug 14, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,014 | -100.0% | Q2 2025 | Aug 14, 2025 |
| SIGNATUREFD, LLC | History | New | 104 | 0 | — | — | — | +104 | New | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q3 2025 | Nov 18, 2025 |
| Covestor Ltd | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2025 | Oct 30, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2025 | Aug 11, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 77 | 0 | — | — | — | -13 | -14.44% | Q3 2025 | Nov 05, 2025 |
| IFP Advisors, Inc | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| True Wealth Design, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |