Serve Robotics Inc. /DE/ - SERV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 4,778,761 | 49,603 | 0.0% | 0.0% | 1 | +1,080,861 | 29.23% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,605,911 | 37,429 | 0.0% | 0.0% | 2 | +1,011,042 | 38.96% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,148,900 | 32,685 | 0.0% | 0.01% | 3 | -2,352,975 | -42.77% | Q4 2025 | Feb 17, 2026 |
| Uber Technologies, Inc | History | No change | 2,070,629 | 21,493 | 0.51% | 0.44% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,900,140 | 19,723 | 0.0% | 0.01% | 5 | -1,300,138 | -40.63% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,636,800 | 16,989 | 0.0% | 0.0% | 6 | -332,600 | -16.89% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,457,965 | 15,137 | 0.0% | 0.0% | 7 | +328,405 | 29.07% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,247,559 | 12,949 | 0.1% | 0.11% | 8 | +138,558 | 12.49% | Q4 2025 | Jan 14, 2026 |
| STATE STREET CORP | History | Added to | 1,245,411 | 12,927 | 0.0% | 0.0% | 9 | +283,497 | 29.47% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,022,459 | 10,613 | 0.01% | 0.01% | 10 | +262,348 | 34.51% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 992,614 | 10,303 | 0.02% | 0.02% | 11 | -152,840 | -13.34% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 896,012 | 9,300 | 0.01% | 0.01% | 12 | +1,847 | 0.21% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Added to | 839,933 | 8,864 | 0.0% | 0.0% | 13 | +88,099 | 11.72% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 774,086 | 7,988 | 0.01% | 0.01% | 14 | +30,424 | 4.09% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 764,961 | 7,940 | 0.02% | 0.01% | 15 | +284,675 | 59.27% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 707,002 | 7,338 | 0.01% | 0.01% | 16 | +117,561 | 19.94% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 695,171 | 7,215 | 0.0% | 0.0% | 17 | +174,901 | 33.62% | Q4 2025 | Jan 29, 2026 |
| Walleye Trading LLC | History | Added to | 632,803 | 6,568 | 0.01% | 0.01% | 18 | +199,062 | 45.89% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 312,005 | 6,393 | 0.01% | 0.0% | 19 | +122,742 | 64.85% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 608,205 | 6,313 | 0.0% | 0.0% | 20 | +203,212 | 50.18% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 533,906 | 5,541 | 0.0% | 0.0% | 21 | -163,729 | -23.47% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 494,999 | 5,138 | 0.0% | 0.0% | 22 | +93,474 | 23.28% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 490,319 | 5,089 | 0.0% | 0.0% | 23 | +114,816 | 30.58% | Q4 2025 | Feb 17, 2026 |
| Creek Drive Management Group LLC | History | New | 473,200 | 4,911 | 54.8% | — | 24 | +473,200 | New | Q4 2025 | Mar 24, 2026 |
| MORGAN STANLEY | History | Reduced | 430,919 | 4,472 | 0.0% | 0.0% | 25 | -57,737 | -11.82% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 341,771 | 3,547 | 0.0% | 0.0% | 26 | +28,969 | 9.26% | Q4 2025 | Feb 18, 2026 |
| Point72 Asset Management, L.P. | History | New | 264,477 | 2,745 | 0.0% | — | 27 | +264,477 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 246,503 | 2,558 | 0.01% | 0.0% | 28 | +198,779 | 416.52% | Q4 2025 | Feb 13, 2026 |
| DnB Asset Management AS | History | Added to | 239,205 | 2,482 | 0.01% | 0.0% | 29 | +153,436 | 178.89% | Q4 2025 | Feb 05, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | New | 200,000 | 2,076 | 0.03% | — | 30 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 196,100 | 2,035 | 0.0% | 0.01% | 31 | -116,600 | -37.29% | Q4 2025 | Mar 12, 2026 |
| Sculptor Capital LP | History | No change | 184,200 | 1,911 | 0.02% | 0.03% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 174,180 | 1,807 | 0.0% | 0.0% | 33 | +681 | 0.39% | Q4 2025 | Feb 12, 2026 |
| VARCOV Co. | History | New | 168,672 | 1,750 | 0.69% | — | 34 | +168,672 | New | Q4 2025 | Feb 17, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 166,779 | 1,731 | 0.06% | 0.07% | 35 | +1,704 | 1.03% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 152,528 | 1,583 | 0.0% | 0.0% | 37 | +50,746 | 49.86% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 152,566 | 1,583 | 0.0% | 0.0% | 36 | -30,409 | -16.62% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Added to | 151,900 | 1,576 | 0.0% | 0.0% | 38 | +24,560 | 19.29% | Q4 2025 | Feb 10, 2026 |
| Headlands Technologies LLC | History | Added to | 143,653 | 1,491 | 0.12% | 0.1% | 39 | +30,779 | 27.27% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 139,670 | 1,449 | 0.0% | — | 40 | +139,670 | New | Q4 2025 | Feb 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 137,477 | 1,427 | 0.01% | — | 41 | +137,477 | New | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 114,935 | 1,193 | 0.0% | 0.0% | 42 | -277,470 | -70.71% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 112,647 | 1,169 | 0.0% | 0.0% | 43 | -3,343 | -2.88% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | New | 112,000 | 1,162 | 0.0% | — | 44 | +112,000 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 108,832 | 1,129 | 0.0% | 0.0% | 45 | -260,297 | -70.52% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 105,748 | 1,097 | 0.27% | 0.07% | 46 | +97,316 | 1154.13% | Q4 2025 | Mar 03, 2026 |
| HSBC HOLDINGS PLC | History | New | 102,250 | 1,061 | 0.0% | — | 47 | +102,250 | New | Q4 2025 | Mar 20, 2026 |
| BARCLAYS PLC | History | Added to | 97,425 | 1,011 | 0.0% | 0.0% | 48 | +30,838 | 46.31% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 85,015 | 882 | 0.0% | 0.0% | 49 | +49,488 | 139.3% | Q4 2025 | Feb 13, 2026 |
| Sphera Management Technology Funds Ltd | History | New | 80,000 | 830 | 0.28% | — | 50 | +80,000 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 76,944 | 798 | 0.0% | 0.01% | 51 | -50,571 | -39.66% | Q4 2025 | Feb 13, 2026 |
| AlphaCentric Advisors LLC | History | New | 75,000 | 778 | 0.78% | — | 52 | +75,000 | New | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 67,959 | 705 | 0.0% | 0.0% | 53 | +2,881 | 4.43% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | New | 63,600 | 660 | 0.0% | — | 54 | +63,600 | New | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 59,635 | 619 | 0.04% | 0.05% | 55 | -14,756 | -19.84% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 57,666 | 599 | 0.0% | 0.0% | 56 | -14,506 | -20.1% | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 55,836 | 579 | 0.0% | 0.0% | 57 | +20,319 | 57.21% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 55,200 | 572 | 0.0% | 0.0% | 58 | +34,100 | 161.61% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 54,901 | 569 | 0.0% | 0.0% | 59 | +51,974 | 1775.67% | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 54,095 | 561 | 0.35% | — | 60 | +54,095 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 50,766 | 526 | 0.02% | 0.03% | 61 | +6,775 | 15.4% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 47,106 | 488 | 0.01% | 0.01% | 62 | +658 | 1.42% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 45,138 | 468 | 0.04% | 0.05% | 63 | +5,311 | 13.34% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 44,969 | 466 | 0.0% | 0.0% | 64 | +18,907 | 72.55% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 44,613 | 463 | 0.0% | 0.0% | 65 | +6,191 | 16.11% | Q4 2025 | Feb 11, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 38,810 | 459 | 0.09% | 0.13% | 66 | -6,725 | -14.77% | Q4 2025 | Jan 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,084 | 458 | 0.0% | 0.0% | 67 | +19,271 | 77.66% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 40,635 | 421 | 0.0% | — | 68 | +40,635 | New | Q4 2025 | Feb 17, 2026 |
| Themes Management Co LLC | History | New | 40,326 | 418 | 0.31% | — | 69 | +40,326 | New | Q4 2025 | Feb 09, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 39,619 | 411 | 0.03% | 0.03% | 70 | -115 | -0.29% | Q4 2025 | Feb 17, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 38,569 | 400 | 0.11% | 0.06% | 71 | +21,476 | 125.64% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Added to | 35,433 | 367 | 0.0% | 0.0% | 72 | +10,678 | 43.13% | Q4 2025 | Feb 19, 2026 |
| MetLife Investment Management, LLC | History | Added to | 35,393 | 367 | 0.0% | 0.0% | 73 | +6,488 | 22.45% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,967 | 352 | 0.0% | 0.0% | 74 | +12,922 | 61.4% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 33,258 | 345 | 0.0% | 0.0% | 75 | +19,131 | 135.42% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 31,730 | 329 | 0.0% | — | 76 | +31,730 | New | Q4 2025 | Jan 27, 2026 |
| WCG Wealth Advisors LLC | History | New | 30,562 | 317 | 0.01% | — | 77 | +30,562 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | New | 29,809 | 309 | 0.01% | — | 78 | +29,809 | New | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | Added to | 29,348 | 304 | 0.0% | 0.0% | 79 | +6,921 | 30.86% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 28,400 | 294 | 0.0% | — | 80 | +28,400 | New | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 26,880 | 279 | 0.01% | 0.01% | 81 | +6,680 | 33.07% | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 25,830 | 268 | 0.0% | 0.0% | 82 | +2,893 | 12.61% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 24,250 | 251 | 0.01% | 0.02% | 83 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | New | 24,079 | 249 | 0.01% | — | 84 | +24,079 | New | Q4 2025 | Feb 17, 2026 |
| Purpose Unlimited Inc. | History | New | 22,804 | 236 | 0.01% | — | 85 | +22,804 | New | Q4 2025 | Mar 20, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 21,833 | 226 | 0.0% | — | 86 | +21,833 | New | Q4 2025 | Feb 12, 2026 |
| AXQ CAPITAL, LP | History | New | 21,565 | 223 | 0.05% | — | 87 | +21,565 | New | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,158 | 209 | 0.0% | 0.0% | 88 | +8,297 | 69.95% | Q4 2025 | Feb 10, 2026 |
| Shay Capital LLC | History | New | 20,000 | 207 | 0.02% | — | 89 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 19,662 | 204 | 0.01% | — | 90 | +19,662 | New | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,886 | 196 | 0.0% | — | 91 | +18,886 | New | Q4 2025 | Feb 13, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | New | 18,355 | 190 | 0.03% | — | 92 | +18,355 | New | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 18,319 | 190 | 0.0% | 0.0% | 93 | +3,519 | 23.78% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 17,550 | 182 | 0.01% | — | 94 | +17,550 | New | Q4 2025 | Feb 03, 2026 |
| McAdam, LLC | History | New | 16,955 | 175 | 0.01% | — | 95 | +16,955 | New | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 16,773 | 174 | 0.0% | 0.0% | 96 | +2,579 | 18.17% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,704 | 173 | 0.0% | 0.0% | 97 | +10,072 | 151.87% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | No change | 17,000 | 171 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Next Capital Management LLC | History | No change | 16,425 | 170 | 0.05% | 0.06% | 99 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | New | 16,361 | 169 | 0.0% | — | 101 | +16,361 | New | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,350 | 169 | 0.0% | 0.0% | 100 | +2,650 | 19.34% | Q4 2025 | Feb 02, 2026 |
| Squarepoint Ops LLC | History | New | 16,200 | 168 | 0.0% | — | 102 | +16,200 | New | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | Reduced | 16,024 | 166 | 0.01% | 0.04% | 103 | -50,367 | -75.86% | Q4 2025 | Feb 23, 2026 |
| Arizona State Retirement System | History | New | 15,733 | 163 | 0.0% | — | 104 | +15,733 | New | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,800 | 153 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,473 | 150 | 0.0% | 0.0% | 106 | +481 | 3.44% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,413 | 149 | 0.0% | 0.0% | 107 | -3,967 | -21.58% | Q4 2025 | Feb 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 14,392 | 149 | 0.0% | 0.0% | 108 | +350 | 2.49% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 13,263 | 137 | 0.0% | 0.0% | 109 | +3,985 | 42.95% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 12,100 | 125 | 0.0% | — | 110 | +12,100 | New | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | New | 12,063 | 125 | 0.01% | — | 111 | +12,063 | New | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 11,868 | 123 | 0.0% | — | 112 | +11,868 | New | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | New | 11,508 | 119 | 0.0% | — | 113 | +11,508 | New | Q4 2025 | Feb 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 11,489 | 119 | 0.0% | 0.0% | 114 | +249 | 2.22% | Q4 2025 | Jan 30, 2026 |
| ProShare Advisors LLC | History | New | 11,423 | 118 | 0.0% | — | 115 | +11,423 | New | Q4 2025 | Feb 06, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 11,050 | 114 | 0.06% | — | 116 | +11,050 | New | Q4 2025 | Feb 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 10,772 | 111 | 0.0% | — | 117 | +10,772 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,741 | 111 | 0.0% | 0.0% | 118 | -489 | -4.35% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | New | 10,685 | 110 | 0.0% | — | 119 | +10,685 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,259 | 106 | 0.0% | — | 120 | +10,259 | New | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | New | 10,146 | 105 | 0.0% | — | 121 | +10,146 | New | Q4 2025 | Jan 30, 2026 |
| AdvisorShares Investments LLC | History | New | 10,082 | 104 | 0.02% | — | 122 | +10,082 | New | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 9,308 | 96 | 0.0% | 0.0% | 123 | +769 | 9.01% | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 9,070 | 94 | 0.01% | 0.0% | 124 | +7,900 | 675.21% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 8,790 | 91 | 0.0% | 0.0% | 125 | +4,619 | 110.74% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 8,332 | 86 | 0.0% | 0.0% | 126 | +4,114 | 97.53% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,003 | 72 | 0.0% | 0.0% | 127 | +1,927 | 37.96% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,075 | 52 | 0.0% | 0.0% | 128 | +1,159 | 29.6% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,755 | 38 | 0.0% | — | 130 | +3,755 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,740 | 38 | 0.0% | 0.0% | 129 | +2,240 | 149.33% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 3,439 | 36 | 0.0% | 0.0% | 131 | +2,879 | 514.11% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 3,391 | 35 | 0.0% | — | 132 | +3,391 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,192 | 33 | 0.0% | 0.0% | 133 | +2,392 | 299.0% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 3,000 | 31 | 0.0% | — | 134 | +3,000 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,872 | 29 | 0.0% | 0.0% | 135 | -5,080 | -63.88% | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | Reduced | 2,352 | 24 | 0.0% | 0.0% | 136 | -15 | -0.63% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | No change | 2,375 | 24 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,200 | 22 | 0.0% | 0.0% | 138 | +650 | 41.94% | Q4 2025 | Jan 30, 2026 |
| AMALGAMATED BANK | History | Added to | 1,964 | 20 | 0.0% | 0.0% | 139 | +363 | 22.67% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,829 | 18 | 0.0% | 0.0% | 140 | +692 | 60.86% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,642 | 17 | 0.01% | — | 142 | +1,642 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,660 | 17 | 0.0% | 0.0% | 141 | +785 | 89.71% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 1,500 | 15 | 0.0% | — | 143 | +1,500 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,239 | 12 | 0.0% | — | 144 | +1,239 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,208 | 12 | 0.0% | 0.0% | 146 | -1,147 | -48.7% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,196 | 12 | 0.0% | 0.0% | 145 | +1,000 | 510.2% | Q4 2025 | Jan 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,175 | 12 | 0.0% | 0.0% | 147 | +260 | 28.42% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,001 | 10 | 0.0% | 0.0% | 149 | -12,500 | -92.59% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | New | 1,007 | 10 | 0.0% | — | 148 | +1,007 | New | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 826 | 8 | 0.0% | — | 150 | +826 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 744 | 7 | 0.0% | 0.0% | 153 | +486 | 188.37% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 760 | 7 | 0.0% | 0.0% | 152 | +425 | 126.87% | Q4 2025 | Feb 18, 2026 |
| Sterling Capital Management LLC | History | Added to | 719 | 7 | 0.0% | 0.0% | 151 | +262 | 57.33% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 627 | 6 | 0.0% | 0.0% | 154 | +110 | 21.28% | Q4 2025 | Jan 15, 2026 |
| Geneos Wealth Management Inc. | History | New | 513 | 5 | 0.0% | — | 155 | +513 | New | Q4 2025 | Jan 28, 2026 |
| Bank of Jackson Hole Trust | History | New | 490 | 5 | 0.0% | — | 156 | +490 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 447 | 4 | 0.0% | — | 157 | +447 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 439 | 4 | 0.0% | — | 158 | +384 | 698.18% | Q4 2025 | Jan 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 350 | 4 | 0.0% | — | 159 | +350 | New | Q4 2025 | Feb 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 500 | 4 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hurley Capital, LLC | History | New | 331 | 3 | 0.0% | — | 163 | +331 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 233 | 3 | 0.0% | — | 161 | +233 | New | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | No change | 357 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Spire Wealth Management | History | No change | 300 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 200 | 2 | 0.0% | 0.0% | 170 | -482 | -70.67% | Q4 2025 | Jan 16, 2026 |
| Gen-Wealth Partners Inc | History | New | 196 | 2 | 0.0% | — | 172 | +196 | New | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | Reduced | 175 | 2 | 0.0% | 0.0% | 171 | -106 | -37.72% | Q4 2025 | Feb 04, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 192 | 2 | 0.0% | 0.0% | 169 | +81 | 72.97% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 209 | 2 | 0.0% | 0.0% | 166 | +59 | 39.33% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 231 | 2 | 0.0% | 0.0% | 167 | +30 | 14.93% | Q4 2025 | Jan 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 285 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Aspect Partners, LLC | History | Reduced | 152 | 1 | 0.0% | 0.0% | 179 | -404 | -72.66% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 139 | 1 | 0.0% | 0.0% | 173 | -154 | -52.56% | Q4 2025 | Jan 30, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 152 | 1 | 0.0% | — | 180 | +152 | New | Q4 2025 | Jan 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 146 | 1 | 0.0% | — | 175 | +146 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 100 | 1 | 0.0% | — | 176 | +100 | New | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 106 | 1 | 0.0% | — | 174 | +26 | 32.5% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 144 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 100 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 24.76% | — | -1,190,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -251,408 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 3.31% | — | -61,348 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -50,016 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -49,736 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TORNO CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -34,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -33,784 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,289 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Chico Wealth RIA | History | Closed out | 0 | 0 | — | 0.23% | — | -29,473 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -12,847 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,779 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gordian Capital Singapore Pte Ltd | History | New | 3,010 | 0 | — | — | — | +3,010 | New | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -697 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -516 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -363 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Strengthening Families & Communities, LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q4 2025 | Feb 03, 2026 |
| ORG Partners LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q4 2025 | Jan 14, 2026 |
| SWAN Capital LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -48 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 43 | 0 | — | 0.0% | — | -45 | -51.14% | Q4 2025 | Jan 21, 2026 |
| Modus Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Your Advocates Ltd., LLP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |