Outdoor Holding Co - POWW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 24 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Balentine LLC | History | No change | 17,242,857 | 29,485 | 1.12% | 0.94% | 1 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kanen Wealth Management LLC | History | Added to | 11,691,882 | 19,833 | 6.02% | 5.65% | 2 | +197,876 | 1.72% | Q4 2025 | Feb 18, 2026 |
| BlackRock, Inc. | History | Added to | 6,182,420 | 10,571 | 0.0% | 0.0% | 3 | +54,010 | 0.88% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 5,527,253 | 9,451 | 0.0% | 0.0% | 4 | +168,619 | 3.15% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,302,268 | 3,937 | 0.0% | 0.0% | 5 | +43,136 | 1.91% | Q4 2025 | Feb 09, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 1,901,370 | 3,251 | 0.01% | 0.01% | 6 | -15,000 | -0.78% | Q4 2025 | Feb 04, 2026 |
| STATE STREET CORP | History | Reduced | 1,725,982 | 2,951 | 0.0% | 0.0% | 7 | -2,073 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | New | 1,574,625 | 2,692 | 0.0% | — | 8 | +1,574,625 | New | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 1,054,157 | 1,802 | 0.04% | 0.03% | 9 | +43,735 | 4.33% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 819,385 | 1,401 | 0.0% | 0.0% | 10 | +532 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 772,957 | 1,321 | 0.02% | 0.01% | 11 | +43,735 | 6.0% | Q4 2025 | Feb 18, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 685,675 | 1,172 | 0.0% | 0.0% | 12 | -26,850 | -3.77% | Q4 2025 | Feb 17, 2026 |
| Prescott General Partners LLC | History | No change | 587,000 | 1,003 | 0.07% | 0.06% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 576,000 | 984 | 0.0% | 0.0% | 14 | +10,800 | 1.91% | Q4 2025 | Feb 12, 2026 |
| AWH Capital, L.P. | History | Added to | 575,000 | 983 | 0.91% | 0.84% | 15 | +30,000 | 5.5% | Q4 2025 | Feb 17, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 550,000 | 940 | 0.16% | 0.14% | 16 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Orca Investment Management, LLC | History | No change | 478,500 | 818 | 0.64% | 0.58% | 17 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 360 Financial, Inc. | History | No change | 444,000 | 759 | 0.23% | 0.21% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 416,224 | 711 | 0.0% | 0.0% | 19 | -44,993 | -9.76% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 384,857 | 658 | 0.0% | 0.0% | 20 | -147,845 | -27.75% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 302,223 | 516 | 0.0% | 0.0% | 21 | -31,151 | -9.34% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 301,267 | 515 | 0.0% | 0.0% | 22 | -186,483 | -38.23% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 294,134 | 502 | 0.0% | 0.0% | 23 | +87,709 | 42.49% | Q4 2025 | Feb 13, 2026 |
| Royal Capital Wealth Management, LLC | History | No change | 244,300 | 417 | 0.25% | 0.22% | 24 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Nuveen, LLC | History | Reduced | 236,212 | 403 | 0.0% | 0.0% | 25 | -100,790 | -29.91% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 233,644 | 399 | 0.0% | 0.0% | 26 | +163,987 | 235.42% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 219,223 | 374 | 0.0% | 0.0% | 27 | -48,467 | -18.11% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 199,022 | 340 | 0.0% | 0.0% | 28 | -268 | -0.13% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 198,107 | 338 | 0.0% | 0.0% | 29 | +143,629 | 263.65% | Q4 2025 | Mar 25, 2026 |
| BARCLAYS PLC | History | Added to | 135,012 | 230 | 0.0% | 0.0% | 30 | +12,952 | 10.61% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 132,943 | 227 | 0.0% | 0.0% | 31 | -26,855 | -16.81% | Q4 2025 | Feb 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 130,449 | 223 | 0.0% | 0.0% | 32 | +50,529 | 63.22% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 124,105 | 212 | 0.0% | 0.0% | 33 | +1,000 | 0.81% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 121,100 | 207 | 0.0% | 0.0% | 34 | +75,900 | 167.92% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 118,731 | 203 | 0.0% | 0.0% | 35 | +27,239 | 29.77% | Q4 2025 | Feb 13, 2026 |
| 1492 Capital Management LLC | History | No change | 104,800 | 179 | 0.07% | 0.06% | 36 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 103,306 | 176 | 0.0% | 0.0% | 37 | -17,982 | -14.83% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | No change | 100,000 | 171 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LeClair Wealth Partners LLC | History | No change | 100,000 | 171 | 0.1% | 0.09% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 94,284 | 161 | 0.0% | 0.0% | 40 | -70,768 | -42.88% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 91,200 | 155 | 0.0% | 0.0% | 41 | +57,010 | 166.74% | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | No change | 83,500 | 142 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 79,236 | 135 | 0.0% | 0.0% | 43 | +9,649 | 13.87% | Q4 2025 | Feb 18, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 75,270 | 128 | 0.01% | 0.02% | 44 | -130,000 | -63.33% | Q4 2025 | Jan 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 74,090 | 126 | 0.0% | 0.0% | 45 | +32,754 | 79.24% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 73,523 | 125 | 0.0% | 0.0% | 46 | -19,569 | -21.02% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 67,649 | 115 | 0.0% | — | 47 | +67,649 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 63,380 | 108 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 62,773 | 107 | 0.0% | 0.01% | 51 | -107,906 | -63.22% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | New | 62,983 | 107 | 0.0% | — | 50 | +62,983 | New | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 62,770 | 107 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 58,013 | 99 | 0.0% | — | 52 | +58,013 | New | Q4 2025 | Feb 23, 2026 |
| MetLife Investment Management, LLC | History | New | 53,870 | 92 | 0.0% | — | 53 | +53,870 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 50,000 | 85 | 0.0% | 0.0% | 54 | -500 | -0.99% | Q4 2025 | Mar 16, 2026 |
| Warburton Capital Management, LLC | History | No change | 50,000 | 85 | 0.05% | 0.04% | 55 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 48,000 | 82 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 45,440 | 78 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 40,262 | 68 | 0.0% | 0.0% | 58 | -409 | -1.01% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 36,695 | 62 | 0.0% | 0.0% | 60 | -6,129 | -14.31% | Q4 2025 | Feb 10, 2026 |
| Register Financial Advisors LLC | History | Reduced | 36,600 | 62 | 0.02% | 0.02% | 61 | -3,000 | -7.58% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 36,445 | 62 | 0.0% | 0.0% | 59 | +843 | 2.37% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 36,100 | 61 | 0.0% | 0.0% | 62 | -16,750 | -31.69% | Q4 2025 | Jan 28, 2026 |
| Point72 Asset Management, L.P. | History | New | 33,643 | 57 | 0.0% | — | 63 | +33,643 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,622 | 48 | 0.0% | 0.0% | 64 | +107 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 25,280 | 43 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 24,000 | 41 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Prospera Financial Services Inc | History | Reduced | 22,800 | 38 | 0.0% | 0.0% | 67 | -1,930 | -7.8% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Counsel, Inc | History | New | 22,100 | 37 | 0.0% | — | 68 | +22,100 | New | Q4 2025 | Jan 23, 2026 |
| SG Americas Securities, LLC | History | New | 21,020 | 36 | 0.0% | — | 70 | +21,020 | New | Q4 2025 | Jan 09, 2026 |
| FMR LLC | History | Added to | 21,448 | 36 | 0.0% | 0.0% | 69 | +15,194 | 242.95% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 20,059 | 34 | 0.0% | 0.0% | 71 | +1,622 | 8.8% | Q4 2025 | Feb 10, 2026 |
| Triune Financial Partners, LLC | History | No change | 20,375 | 33 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 18,800 | 32 | 0.02% | 0.02% | 73 | -1,000 | -5.05% | Q4 2025 | Feb 03, 2026 |
| R Squared Ltd | History | New | 18,579 | 31 | 0.01% | — | 75 | +18,579 | New | Q4 2025 | Jan 30, 2026 |
| Abel Hall, LLC | History | New | 18,445 | 31 | 0.01% | — | 76 | +18,445 | New | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,894 | 31 | 0.0% | 0.0% | 74 | +1,500 | 6.7% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 16,094 | 27 | 0.0% | — | 78 | +16,094 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 16,000 | 27 | 0.0% | 0.0% | 77 | -1,200 | -6.98% | Q4 2025 | Feb 09, 2026 |
| ProShare Advisors LLC | History | Added to | 15,847 | 27 | 0.0% | 0.0% | 79 | +1,019 | 6.87% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,699 | 26 | 0.0% | 0.0% | 80 | +3,939 | 33.49% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 13,910 | 24 | 0.0% | 0.0% | 81 | -6,622 | -32.25% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,500 | 21 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Momentous Wealth Management, Inc. | History | No change | 12,600 | 21 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 11,833 | 20 | 0.0% | 0.0% | 84 | -3 | -0.03% | Q4 2025 | Feb 04, 2026 |
| Eagle Bay Advisors LLC | History | New | 11,390 | 19 | 0.01% | — | 88 | +11,390 | New | Q4 2025 | Jan 23, 2026 |
| Successful Portfolios LLC | History | New | 10,800 | 19 | 0.01% | — | 86 | +10,800 | New | Q4 2025 | Jan 23, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 11,500 | 19 | 0.01% | 0.01% | 87 | +250 | 2.22% | Q4 2025 | Jan 23, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 11,594 | 19 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 11,071 | 18 | 0.0% | — | 90 | +11,071 | New | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,000 | 18 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 10,453 | 17 | 0.0% | 0.0% | 93 | +298 | 2.93% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 10,104 | 17 | 0.0% | 0.0% | 91 | -31 | -0.31% | Q4 2025 | Feb 13, 2026 |
| KLCM Advisors, Inc. | History | No change | 10,000 | 17 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 10,000 | 17 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,461 | 16 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,824 | 15 | 0.0% | 0.0% | 96 | +40 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 8,548 | 14 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 7,483 | 12 | 0.0% | 0.0% | 98 | +2,744 | 57.9% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7,283 | 12 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,601 | 11 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,424 | 10 | 0.0% | 0.0% | 101 | -2,134 | -24.94% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,336 | 9 | 0.0% | 0.0% | 102 | -140 | -2.56% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | No change | 5,500 | 9 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,998 | 8 | 0.0% | 0.0% | 104 | -985 | -16.46% | Q4 2025 | Feb 13, 2026 |
| Solstein Capital, LLC | History | No change | 5,000 | 8 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 4,500 | 7 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,724 | 5 | 0.0% | 0.0% | 107 | -314 | -10.34% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,486 | 4 | 0.0% | — | 108 | +2,486 | New | Q4 2025 | Feb 17, 2026 |
| West Branch Capital LLC | History | No change | 2,457 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CITIGROUP INC | History | Added to | 1,962 | 3 | 0.0% | 0.0% | 110 | +608 | 44.9% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,000 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 1,137 | 2 | 0.0% | 0.0% | 112 | +225 | 24.67% | Q4 2025 | Jan 26, 2026 |
| Optiver Holding B.V. | History | No change | 1,550 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,000 | 1 | 0.0% | 0.0% | 115 | -5,863 | -85.43% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 380 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 2.0% | — | -3,335,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,724 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -49,511 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,252 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,580 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 500 | 0 | — | 0.0% | — | -1,200 | -70.59% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -648 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strive Financial Group ,LLC | History | New | 500 | 0 | — | — | — | +500 | New | Q4 2025 | Feb 18, 2026 |
| Wilkerson Advisory Group LLC | History | New | 438 | 0 | — | — | — | +438 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 425 | 0 | — | — | — | +425 | New | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -350 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Triumph Capital Management | History | New | 157 | 0 | — | — | — | +157 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 110 | 0 | — | — | — | +110 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 162 | 0 | — | — | — | -84 | -34.15% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 27 | 0 | — | — | — | -8 | -22.86% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 360 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Costello Asset Management, INC | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MTM Investment Management, LLC | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |