RE/MAX Holdings, Inc. - RMAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAGNOLIA GROUP, LLC | History | No change | 2,867,198 | 21,762 | 3.59% | 4.29% | 1 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital World Investors | History | No change | 1,500,000 | 11,385 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,434,162 | 10,885 | 0.0% | 0.0% | 3 | +26,609 | 1.89% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,127,148 | 8,555 | 0.0% | 0.0% | 4 | +5,655 | 0.5% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 896,188 | 6,802 | 0.0% | 0.0% | 5 | -65,679 | -6.83% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 738,265 | 5,603 | 0.01% | 0.01% | 6 | -48,104 | -6.12% | Q4 2025 | Feb 12, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 568,780 | 4,317 | 0.12% | 0.17% | 7 | -21,600 | -3.66% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 566,227 | 4,297 | 0.0% | 0.0% | 8 | -8,768 | -1.52% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 462,742 | 3,513 | 0.0% | 0.0% | 9 | +12,372 | 2.75% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 406,416 | 3,084 | 0.0% | 0.0% | 10 | +356 | 0.09% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 371,367 | 2,818 | 0.0% | 0.0% | 11 | -161,834 | -30.35% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 307,771 | 2,335 | 0.0% | 0.0% | 12 | +57,760 | 23.1% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 298,954 | 2,269 | 0.0% | 0.0% | 13 | +31,182 | 11.64% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 283,238 | 2,149 | 0.05% | 0.06% | 14 | -363 | -0.13% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 239,352 | 1,816 | 0.0% | 0.0% | 15 | +18,002 | 8.13% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 234,829 | 1,782 | 0.0% | 0.0% | 16 | +158,986 | 209.63% | Q4 2025 | Feb 12, 2026 |
| Invenomic Capital Management LP | History | Reduced | 206,973 | 1,570 | 0.07% | 0.1% | 17 | -4,704 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 170,338 | 1,292 | 0.02% | 0.01% | 18 | +16,037 | 10.39% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 156,990 | 1,191 | 0.0% | 0.0% | 19 | +72,214 | 85.18% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 154,513 | 1,172 | 0.0% | 0.0% | 20 | -15,110 | -8.91% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 152,439 | 1,157 | 0.0% | 0.0% | 22 | +27,149 | 21.67% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 152,502 | 1,157 | 0.0% | 0.0% | 21 | -5,756 | -3.64% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 147,779 | 1,121 | 0.0% | 0.0% | 23 | -2,276 | -1.52% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 124,884 | 947 | 0.0% | 0.0% | 24 | -26,254 | -17.37% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 124,326 | 943 | 0.0% | 0.0% | 25 | +99,837 | 407.68% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 107,877 | 818 | 0.0% | 0.0% | 26 | +1 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 103,706 | 787 | 0.0% | — | 27 | +103,706 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 101,006 | 766 | 0.0% | 0.0% | 28 | +56,256 | 125.71% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 96,496 | 732 | 0.02% | 0.02% | 29 | -16 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 86,714 | 658 | 0.0% | 0.0% | 30 | +12,794 | 17.31% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | New | 86,284 | 654 | 0.01% | — | 31 | +86,284 | New | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 82,348 | 625 | 0.0% | 0.0% | 32 | -606 | -0.73% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 75,226 | 571 | 0.01% | 0.01% | 33 | +410 | 0.55% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 63,686 | 483 | 0.0% | — | 34 | +63,686 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 63,406 | 481 | 0.0% | 0.0% | 35 | +1,446 | 2.33% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 60,298 | 457 | 0.0% | 0.0% | 36 | +9,774 | 19.35% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 54,747 | 415 | 0.0% | 0.0% | 37 | +10,763 | 24.47% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 51,362 | 389 | 0.0% | 0.0% | 38 | +10,546 | 25.84% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 49,999 | 379 | 0.0% | — | 39 | +49,999 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 44,200 | 335 | 0.0% | 0.0% | 40 | +10,600 | 31.55% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 43,092 | 327 | 0.0% | 0.0% | 41 | +14,413 | 50.26% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 39,400 | 299 | 0.0% | 0.0% | 42 | +1,500 | 3.96% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 39,086 | 296 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | Reduced | 38,795 | 294 | 0.0% | 0.0% | 44 | -5,778 | -12.96% | Q4 2025 | Feb 19, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 38,617 | 293 | 0.0% | 0.0% | 45 | +5,904 | 18.05% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 38,603 | 292 | 0.0% | 0.0% | 46 | +20,059 | 108.17% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 33,909 | 257 | 0.0% | 0.0% | 47 | -364,798 | -91.5% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 31,475 | 239 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 31,550 | 239 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 29,007 | 220 | 0.01% | 0.02% | 50 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 28,503 | 216 | 0.0% | 0.0% | 51 | +2,740 | 10.64% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 25,753 | 195 | 0.01% | 0.02% | 52 | +1,796 | 7.5% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 24,735 | 187 | 0.0% | 0.0% | 53 | -42,902 | -63.43% | Q4 2025 | Feb 13, 2026 |
| Metis Global Partners, LLC | History | Added to | 24,575 | 186 | 0.0% | 0.0% | 54 | +12,059 | 96.35% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 24,407 | 185 | 0.0% | 0.0% | 55 | -330 | -1.33% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 23,997 | 182 | 0.0% | 0.0% | 56 | -4,903 | -16.97% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 22,327 | 169 | 0.0% | 0.0% | 57 | +3,697 | 19.84% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | New | 21,258 | 161 | 0.0% | — | 58 | +21,258 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 20,636 | 156 | 0.0% | 0.0% | 59 | +6,492 | 45.9% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Reduced | 19,827 | 150 | 0.03% | 0.04% | 60 | -1,742 | -8.08% | Q4 2025 | Feb 24, 2026 |
| Jump Financial, LLC | History | New | 19,657 | 149 | 0.0% | — | 61 | +19,657 | New | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 19,483 | 147 | 0.01% | 0.03% | 62 | -5,073 | -20.66% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 15,899 | 120 | 0.0% | — | 63 | +15,899 | New | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 15,212 | 115 | 0.0% | 0.0% | 64 | +3,615 | 31.17% | Q4 2025 | Jan 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 14,900 | 113 | 0.0% | — | 65 | +14,900 | New | Q4 2025 | Feb 17, 2026 |
| Odyssean, LLC | History | New | 14,130 | 107 | 0.08% | — | 66 | +14,130 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 14,000 | 106 | 0.0% | — | 67 | +14,000 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 13,419 | 101 | 0.0% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAMBIAR INVESTORS LLC | History | New | 12,906 | 97 | 0.0% | — | 69 | +12,906 | New | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 12,760 | 96 | 0.0% | 0.0% | 70 | -12,842 | -50.16% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 11,636 | 88 | 0.0% | 0.0% | 71 | -4,947 | -29.83% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 11,582 | 87 | 0.0% | 0.0% | 72 | +813 | 7.55% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,461 | 86 | 0.0% | 0.0% | 74 | +1,396 | 13.87% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 11,346 | 86 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 11,234 | 85 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 10,068 | 76 | 0.08% | — | 76 | +10,068 | New | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 8,712 | 66 | 0.0% | 0.0% | 77 | -45 | -0.51% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 7,698 | 58 | 0.0% | 0.0% | 78 | +1,317 | 20.64% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Reduced | 7,159 | 54 | 0.0% | 0.0% | 79 | -5,173 | -41.95% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,293 | 40 | 0.0% | 0.0% | 80 | +4,373 | 475.33% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,260 | 39 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,546 | 34 | 0.0% | 0.0% | 82 | -19,266 | -80.91% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,347 | 32 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | No change | 3,600 | 27 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,255 | 24 | 0.0% | 0.0% | 85 | +1,755 | 117.0% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | New | 3,011 | 22 | 0.0% | — | 87 | +3,011 | New | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,000 | 22 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | Added to | 2,157 | 16 | 0.01% | 0.01% | 88 | +584 | 37.13% | Q4 2025 | Jan 27, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,000 | 15 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,800 | 14 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,729 | 13 | 0.0% | — | 93 | +1,729 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 1,730 | 13 | 0.0% | 0.0% | 92 | +232 | 15.49% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 1,757 | 13 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,587 | 12 | 0.0% | 0.0% | 94 | +1,016 | 177.93% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,564 | 11 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,387 | 10 | 0.0% | 0.0% | 96 | +356 | 34.53% | Q4 2025 | Jan 08, 2026 |
| Covestor Ltd | History | Reduced | 1,140 | 9 | 0.0% | 0.01% | 97 | -30 | -2.56% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,160 | 8 | 0.0% | 0.0% | 100 | +528 | 83.54% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,056 | 8 | 0.0% | 0.0% | 99 | -208 | -16.46% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,126 | 8 | 0.0% | 0.0% | 98 | -172 | -13.25% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 940 | 7 | 0.0% | — | 101 | +940 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 867 | 6 | 0.0% | — | 102 | +820 | 1744.68% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 714 | 5 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Rockefeller Capital Management L.P. | History | New | 588 | 4 | 0.0% | — | 105 | +588 | New | Q4 2025 | Mar 16, 2026 |
| AMALGAMATED BANK | History | Reduced | 575 | 4 | 0.0% | 0.0% | 104 | -62 | -9.73% | Q4 2025 | Feb 05, 2026 |
| Optiver Holding B.V. | History | No change | 328 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 239 | 1 | 0.0% | 0.0% | 107 | -2,632 | -91.68% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 146 | 1 | 0.0% | — | 108 | +124 | 563.64% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -85,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,261 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -46,703 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,985 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -37,140 | -100.0% | Q3 2025 | Oct 20, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -30,148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,923 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,248 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,418 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,276 | -100.0% | Q3 2025 | Oct 29, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 46 | 0 | — | 0.0% | — | -5,300 | -99.14% | Q4 2025 | Jan 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,134 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -152 | -96.82% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 72 | 0 | — | — | — | +72 | New | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | New | 67 | 0 | — | — | — | +67 | New | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 38 | 0 | — | — | — | -51 | -57.3% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 50 | 0 | — | — | — | -40 | -44.44% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 109 | 0 | — | 0.0% | — | -39 | -26.35% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MAI Capital Management | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 49 | 0 | — | — | — | +16 | 48.48% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 19, 2025 |
| NBC SECURITIES, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 109 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |