SES AI Corp - SES
Detailed investor-level table based on 13F positions.
Early Q1 2026 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 11,352,732 | 20,434 | 0.0% | 0.0% | 1 | +269,722 | 2.43% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 6,814,389 | 12,265 | 0.0% | 0.0% | 2 | +5,788,018 | 563.93% | Q4 2025 | Feb 19, 2026 |
| BlackRock, Inc. | History | Added to | 5,475,832 | 9,856 | 0.0% | 0.0% | 3 | +975,569 | 21.68% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 5,237,782 | 9,428 | 0.01% | 0.0% | 4 | +3,346,703 | 176.97% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 3,202,345 | 5,764 | 0.0% | 0.0% | 5 | +2,872,967 | 872.24% | Q4 2025 | Jan 29, 2026 |
| Temasek Holdings (Private) Ltd | History | Reduced | 3,160,712 | 5,689 | 0.02% | 0.07% | 6 | -9,515,045 | -75.06% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 3,152,700 | 5,674 | 0.01% | 0.0% | 7 | +2,768,400 | 720.37% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,081,249 | 5,548 | 0.0% | 0.0% | 8 | +88,548 | 2.96% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,924,642 | 5,264 | 0.01% | 0.0% | 9 | +2,846,642 | 3649.54% | Q4 2025 | Feb 12, 2026 |
| General Motors Holdings LLC | History | No change | 2,921,950 | 5,259 | 2.83% | 2.75% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 2,886,991 | 5,196 | 0.0% | 0.0% | 11 | +1,733,209 | 150.22% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,850,956 | 5,131 | 0.0% | 0.0% | 12 | +2,738,489 | 2434.93% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,783,970 | 5,011 | 0.0% | 0.0% | 13 | +1,284,136 | 85.62% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,516,589 | 4,529 | 0.0% | 0.0% | 14 | -1,909,695 | -43.14% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,231,075 | 4,015 | 0.0% | 0.0% | 15 | -2,272,358 | -50.46% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,911,548 | 3,440 | 0.01% | 0.0% | 16 | +302,800 | 18.82% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,593,005 | 2,867 | 0.0% | 0.0% | 17 | +88,037 | 5.85% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,588,028 | 2,858 | 0.0% | 0.0% | 18 | -1,522 | -0.1% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,429,973 | 2,573 | 0.0% | 0.0% | 19 | +1,360,746 | 1965.63% | Q4 2025 | Feb 13, 2026 |
| CANNELL CAPITAL LLC | History | New | 10,832 | 1,949 | 0.94% | — | 20 | +10,832 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 742,773 | 1,336 | 0.0% | 0.0% | 21 | +206,467 | 38.5% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 665,714 | 1,198 | 0.0% | 0.0% | 22 | +584,664 | 721.36% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 646,264 | 1,163 | 0.0% | — | 23 | +646,264 | New | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | New | 550,000 | 990 | 0.0% | — | 24 | +550,000 | New | Q4 2025 | Mar 12, 2026 |
| Quadrature Capital Ltd | History | Reduced | 443,742 | 798 | 0.01% | 0.01% | 25 | -109,783 | -19.83% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 419,600 | 755 | 0.0% | 0.0% | 26 | +14,956 | 3.7% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | New | 411,300 | 740 | 0.0% | — | 27 | +411,300 | New | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 403,217 | 725 | 0.0% | — | 29 | +403,217 | New | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 403,300 | 725 | 0.0% | 0.0% | 28 | +171,876 | 74.27% | Q4 2025 | Feb 11, 2026 |
| FIL Ltd | History | No change | 400,000 | 720 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | New | 338,620 | 609 | 0.0% | — | 31 | +338,620 | New | Q4 2025 | Feb 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 338,156 | 608 | 0.0% | 0.0% | 32 | -60,978 | -15.28% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 337,330 | 607 | 0.02% | 0.04% | 33 | -85,141 | -20.15% | Q4 2025 | Feb 17, 2026 |
| Cinctive Capital Management LP | History | Reduced | 335,826 | 604 | 0.03% | 0.04% | 34 | -179,491 | -34.83% | Q4 2025 | Feb 17, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 306,121 | 551 | 0.04% | 0.03% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 284,366 | 511 | 0.0% | 0.0% | 36 | +228,369 | 407.82% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 261,885 | 471 | 0.0% | 0.0% | 37 | -103,000 | -28.23% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 253,164 | 455 | 0.0% | — | 38 | +253,164 | New | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 221,535 | 398 | 0.0% | — | 39 | +221,535 | New | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | New | 203,125 | 390 | 0.0% | — | 40 | +203,125 | New | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 213,945 | 385 | 0.01% | 0.01% | 41 | -15,525 | -6.77% | Q4 2025 | Feb 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 192,663 | 346 | 0.0% | — | 42 | +192,663 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 159,360 | 287 | 0.01% | 0.0% | 43 | +140,335 | 737.63% | Q4 2025 | Feb 23, 2026 |
| Legal & General Group Plc | History | New | 145,555 | 262 | 0.0% | — | 44 | +145,555 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 140,987 | 253 | 0.0% | 0.0% | 45 | -32 | -0.02% | Q4 2025 | Jan 23, 2026 |
| Quantbot Technologies LP | History | New | 137,581 | 247 | 0.01% | — | 46 | +137,581 | New | Q4 2025 | Feb 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 133,528 | 240 | 0.06% | 0.07% | 47 | +70,752 | 112.71% | Q4 2025 | Mar 03, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 129,800 | 233 | 0.0% | — | 48 | +129,800 | New | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 122,100 | 220 | 0.0% | — | 49 | +122,100 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 97,464 | 175 | 0.0% | — | 50 | +97,464 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 96,175 | 173 | 0.0% | — | 51 | +96,175 | New | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 95,957 | 172 | 0.0% | — | 52 | +95,957 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 90,835 | 163 | 0.0% | — | 53 | +90,835 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 90,777 | 163 | 0.0% | 0.0% | 54 | +49,021 | 117.4% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 85,035 | 153 | 0.01% | 0.12% | 55 | -775,426 | -90.12% | Q4 2025 | Feb 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 79,757 | 143 | 0.0% | — | 56 | +79,757 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 75,621 | 136 | 0.0% | 0.0% | 57 | +43,915 | 138.51% | Q4 2025 | Feb 10, 2026 |
| Jain Global LLC | History | New | 75,254 | 135 | 0.0% | — | 59 | +75,254 | New | Q4 2025 | Feb 17, 2026 |
| Shay Capital LLC | History | Reduced | 75,551 | 135 | 0.01% | 0.01% | 58 | -8,588 | -10.21% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 74,712 | 134 | 0.0% | 0.0% | 60 | +57,708 | 339.38% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 67,478 | 121 | 0.0% | — | 61 | +67,478 | New | Q4 2025 | Feb 17, 2026 |
| Sitrin Capital Management LLC | History | Added to | 62,245 | 112 | 0.05% | 0.05% | 62 | +2,245 | 3.74% | Q4 2025 | Jan 27, 2026 |
| Callan Family Office, LLC | History | Added to | 61,016 | 109 | 0.0% | 0.0% | 63 | +29,741 | 95.1% | Q4 2025 | Feb 12, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 59,520 | 107 | 0.0% | — | 64 | +59,520 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 57,893 | 104 | 0.0% | 0.0% | 65 | +20,807 | 56.1% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | New | 57,270 | 103 | 0.0% | — | 66 | +57,270 | New | Q4 2025 | Jan 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 50,249 | 90 | 0.0% | 0.0% | 67 | +249 | 0.5% | Q4 2025 | Jan 20, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 49,600 | 89 | 0.0% | — | 68 | +49,600 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 48,207 | 86 | 0.0% | 0.0% | 69 | +21,847 | 82.88% | Q4 2025 | Feb 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 44,600 | 80 | 0.0% | — | 71 | +44,600 | New | Q4 2025 | Jan 28, 2026 |
| Voleon Capital Management LP | History | New | 44,550 | 80 | 0.0% | — | 70 | +44,550 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 40,605 | 73 | 0.0% | 0.0% | 72 | -3,540 | -8.02% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 37,938 | 68 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 34,365 | 61 | 0.0% | — | 74 | +34,365 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | New | 33,505 | 60 | 0.0% | — | 75 | +33,505 | New | Q4 2025 | Feb 09, 2026 |
| Scientech Research LLC | History | New | 32,435 | 58 | 0.04% | — | 77 | +32,435 | New | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | New | 32,210 | 58 | 0.0% | — | 76 | +32,210 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,950 | 53 | 0.0% | 0.0% | 78 | +28,950 | 2895.0% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 28,900 | 48 | 0.0% | 0.0% | 79 | +1,900 | 7.04% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 26,590 | 47 | 0.0% | — | 80 | +26,589 | 2658900.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,750 | 46 | 0.0% | 0.0% | 81 | +5,482 | 27.05% | Q4 2025 | Feb 18, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 25,639 | 46 | 0.0% | 0.0% | 82 | +37 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 23,219 | 41 | 0.0% | 0.0% | 83 | -77,258 | -76.89% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | New | 23,042 | 41 | 0.0% | — | 84 | +23,042 | New | Q4 2025 | Jan 29, 2026 |
| Abel Hall, LLC | History | No change | 23,063 | 41 | 0.01% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 21,347 | 38 | 0.0% | — | 87 | +21,347 | New | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 21,253 | 38 | 0.0% | 0.0% | 86 | +10,031 | 89.39% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Reduced | 21,039 | 37 | 0.0% | 0.0% | 88 | -3,889 | -15.6% | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | No change | 20,000 | 36 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,037 | 30 | 0.0% | 0.0% | 90 | +15,695 | 1169.52% | Q4 2025 | Feb 10, 2026 |
| Gainplan LLC | History | New | 16,500 | 29 | 0.01% | — | 91 | +16,500 | New | Q4 2025 | Jan 23, 2026 |
| LMR Partners LLP | History | New | 15,276 | 27 | 0.0% | — | 92 | +15,276 | New | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 14,679 | 26 | 0.0% | 0.0% | 94 | -15,375 | -51.16% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 14,465 | 26 | 0.0% | 0.0% | 93 | -5,376 | -27.1% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 13,623 | 25 | 0.0% | — | 95 | +13,623 | New | Q4 2025 | Feb 05, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 14,090 | 25 | 0.15% | 0.08% | 97 | -9,480 | -40.22% | Q4 2025 | Feb 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 14,411 | 25 | 0.0% | 0.0% | 96 | +6 | 0.04% | Q4 2025 | Feb 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 13,339 | 24 | 0.0% | — | 99 | +13,339 | New | Q4 2025 | Feb 12, 2026 |
| Advance Capital Management, Inc. | History | No change | 13,888 | 24 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Quantinno Capital Management LP | History | No change | 13,198 | 23 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optas, LLC | History | No change | 12,493 | 22 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 11,992 | 21 | 0.0% | — | 102 | +11,992 | New | Q4 2025 | Feb 17, 2026 |
| HBK Sorce Advisory LLC | History | No change | 11,210 | 21 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 11,211 | 20 | 0.0% | 0.0% | 105 | -15,052 | -57.31% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | No change | 11,565 | 20 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 10,790 | 19 | 0.01% | — | 106 | +10,790 | New | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | New | 10,119 | 18 | 0.0% | — | 107 | +10,119 | New | Q4 2025 | Feb 17, 2026 |
| Nicholson Wealth Management Group, LLC | History | New | 10,000 | 18 | 0.01% | — | 112 | +10,000 | New | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,000 | 18 | 0.0% | 0.0% | 111 | -5,000 | -33.33% | Q4 2025 | Mar 09, 2026 |
| Advisory Services Network, LLC | History | No change | 10,000 | 18 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | No change | 10,000 | 18 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Custos Family Office, LLC | History | No change | 10,000 | 18 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 3,540 | 6 | 0.0% | — | 113 | +3,540 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,013 | 5 | 0.0% | 0.0% | 115 | -690 | -18.63% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 2,985 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,500 | 4 | 0.0% | — | 117 | +2,000 | 400.0% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Reduced | 2,164 | 4 | 0.0% | 0.0% | 116 | -639 | -22.8% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | No change | 2,000 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,207 | 2 | 0.0% | 0.0% | 119 | -300 | -19.91% | Q4 2025 | Jan 15, 2026 |
| Kozak & Associates, Inc. | History | No change | 1,000 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 750 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MYDA Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -170,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64,085 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -54,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -46,800 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -46,640 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Stonebrook Private Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,263 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FNY Investment Advisers, LLC | History | Reduced | 100 | 0 | — | 0.01% | — | -10,100 | -99.02% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 300 | 0 | — | 0.0% | — | -2,800 | -90.32% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | New | 417 | 0 | — | — | — | +417 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 415 | 0 | — | — | — | +415 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | New | 250 | 0 | — | — | — | +250 | New | Q4 2025 | Feb 18, 2026 |
| Concord Wealth Partners | History | New | 250 | 0 | — | — | — | +250 | New | Q4 2025 | Jan 29, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 166 | 0 | — | — | — | +166 | New | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -89 | -100.0% | Q3 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Mar 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 410 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |