Sigma Lithium Corp - SGML
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | Reduced | 4,382,392 | 57,803 | 0.05% | 0.03% | 1 | -224,276 | -4.87% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,510,685 | 46,305 | 0.0% | 0.0% | 2 | +3,094,575 | 743.69% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 2,647,004 | 34,910 | 0.01% | 0.0% | 3 | +1,334,772 | 101.72% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,579,483 | 34,023 | 0.01% | 0.0% | 4 | -441,376 | -14.61% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,406,848 | 31,746 | 0.0% | 0.0% | 5 | +997,688 | 70.8% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,233,734 | 29,462 | 0.03% | 0.01% | 6 | +920,670 | 70.12% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,179,620 | 29,279 | 0.04% | 0.02% | 7 | +693,766 | 46.69% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,974,518 | 26,043 | 0.0% | 0.0% | 8 | +81,379 | 4.3% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,353,882 | 17,858 | 0.02% | 0.06% | 9 | -2,025,890 | -59.94% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,278,652 | 16,865 | 0.01% | 0.0% | 10 | +1,259,152 | 6457.19% | Q4 2025 | Feb 17, 2026 |
| Encompass Capital Advisors LLC | History | New | 1,248,175 | 16,463 | 0.67% | — | 11 | +1,248,175 | New | Q4 2025 | Feb 17, 2026 |
| Electron Capital Partners, LLC | History | No change | 1,112,845 | 14,678 | 0.68% | 0.32% | 12 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 1,024,736 | 13,516 | 0.3% | 0.07% | 13 | +779,536 | 317.92% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 979,727 | 12,922 | 0.01% | 0.0% | 14 | +898,184 | 1101.49% | Q4 2025 | Feb 17, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | History | New | 921,512 | 12,154 | 2.51% | — | 15 | +921,512 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 888,544 | 11,720 | 0.04% | 0.01% | 16 | +244,310 | 37.92% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Reduced | 838,283 | 11,056 | 0.0% | 0.0% | 17 | -442,160 | -34.53% | Q4 2025 | Feb 19, 2026 |
| UBS Group AG | History | Added to | 705,187 | 9,301 | 0.0% | 0.0% | 18 | +97,408 | 16.03% | Q4 2025 | Jan 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 619,669 | 8,173 | 0.01% | 0.0% | 19 | +236,942 | 61.91% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 597,700 | 7,883 | 0.0% | 0.0% | 20 | +214,793 | 56.1% | Q4 2025 | Feb 12, 2026 |
| SIR Capital Management, L.P. | History | Reduced | 597,237 | 7,877 | 0.87% | 0.86% | 21 | -905,953 | -60.27% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 511,925 | 6,752 | 0.0% | 0.0% | 22 | +177,649 | 53.14% | Q4 2025 | Feb 13, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 348,814 | 4,600 | 0.45% | 0.39% | 23 | -233,126 | -40.06% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 336,600 | 4,439 | 0.0% | — | 24 | +336,600 | New | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Added to | 325,100 | 4,288 | 0.03% | — | 25 | +325,000 | 325000.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Reduced | 322,457 | 4,253 | 0.01% | 0.01% | 26 | -126,406 | -28.16% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 311,105 | 4,103 | 0.01% | 0.0% | 27 | -76,650 | -19.77% | Q4 2025 | Feb 12, 2026 |
| Waratah Capital Advisors Ltd. | History | No change | 296,330 | 3,908 | 0.13% | 0.03% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALPS ADVISORS INC | History | Added to | 295,076 | 3,892 | 0.02% | 0.01% | 29 | +25,630 | 9.51% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 294,834 | 3,888 | 0.0% | 0.0% | 30 | +31,139 | 11.81% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 286,746 | 3,782 | 0.0% | 0.0% | 31 | +162,573 | 130.92% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 204,849 | 2,700 | 0.0% | — | 32 | +204,849 | New | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 193,343 | 2,550 | 0.08% | 0.1% | 33 | -345,640 | -64.13% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 188,926 | 2,491 | 0.0% | 0.0% | 34 | -288,200 | -60.4% | Q4 2025 | Mar 25, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 180,700 | 2,383 | 0.0% | — | 35 | +180,700 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 142,479 | 1,879 | 0.0% | 0.0% | 36 | +62,056 | 77.16% | Q4 2025 | Feb 09, 2026 |
| Cannell & Spears LLC | History | Reduced | 121,234 | 1,599 | 0.03% | 0.02% | 37 | -35,550 | -22.67% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 121,144 | 1,597 | 0.0% | 0.0% | 38 | -1,395 | -1.14% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 120,975 | 1,595 | 0.0% | 0.0% | 39 | -214,867 | -63.98% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 112,196 | 1,479 | 0.0% | 0.0% | 40 | +53,135 | 89.97% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 105,127 | 1,386 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 101,413 | 1,337 | 0.0% | — | 42 | +101,413 | New | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 100,068 | 1,319 | 0.0% | 0.0% | 43 | -93,872 | -48.4% | Q4 2025 | Jan 29, 2026 |
| Headlands Technologies LLC | History | Reduced | 96,166 | 1,268 | 0.11% | 0.07% | 44 | -33,842 | -26.03% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 95,455 | 1,259 | 0.02% | 0.0% | 45 | +80,100 | 521.65% | Q4 2025 | Feb 17, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | New | 83,600 | 1,102 | 0.1% | — | 46 | +83,600 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 80,900 | 1,067 | 0.0% | 0.0% | 47 | -14,400 | -15.11% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Group plc | History | Reduced | 70,465 | 929 | 0.0% | 0.0% | 48 | -27,804 | -28.29% | Q4 2025 | Jan 16, 2026 |
| Massar Capital Management, LP | History | New | 60,336 | 795 | 0.09% | — | 49 | +60,336 | New | Q4 2025 | Feb 17, 2026 |
| Symmetry Investments LP | History | New | 59,900 | 790 | 0.07% | — | 50 | +59,900 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 56,353 | 745 | 0.03% | — | 51 | +56,353 | New | Q4 2025 | Feb 12, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 55,000 | 723 | 0.28% | — | 52 | +55,000 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 52,879 | 697 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 51,654 | 681 | 0.02% | 0.0% | 54 | +36,551 | 242.01% | Q4 2025 | Feb 06, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 50,000 | 659 | 0.09% | — | 55 | +50,000 | New | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | Added to | 49,112 | 648 | 0.03% | 0.01% | 56 | +29,059 | 144.91% | Q4 2025 | Feb 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 45,244 | 596 | 0.15% | — | 57 | +45,244 | New | Q4 2025 | Mar 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 43,067 | 568 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NOMURA HOLDINGS INC | History | New | 39,400 | 519 | 0.0% | — | 59 | +39,400 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 37,668 | 496 | 0.0% | 0.0% | 60 | -84,926 | -69.27% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Added to | 36,541 | 481 | 0.0% | 0.0% | 61 | +22,539 | 160.97% | Q4 2025 | Feb 06, 2026 |
| FourThought Financial Partners, LLC | History | New | 33,084 | 436 | 0.04% | — | 62 | +33,084 | New | Q4 2025 | Feb 06, 2026 |
| Jain Global LLC | History | New | 25,323 | 334 | 0.0% | — | 63 | +25,323 | New | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 23,750 | 313 | 0.02% | — | 64 | +23,750 | New | Q4 2025 | Jan 28, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Reduced | 22,498 | 296 | 0.06% | 0.05% | 65 | -25,575 | -53.2% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | New | 21,027 | 277 | 0.0% | — | 66 | +21,027 | New | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 21,070 | 277 | 0.0% | 0.0% | 67 | -2,000 | -8.67% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 18,000 | 237 | 0.0% | — | 68 | +18,000 | New | Q4 2025 | Jan 16, 2026 |
| Entropy Technologies, LP | History | New | 17,700 | 233 | 0.01% | — | 69 | +17,700 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 15,372 | 202 | 0.0% | 0.0% | 70 | -6,630 | -30.13% | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | No change | 15,000 | 197 | 0.02% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 14,900 | 196 | 0.0% | — | 72 | +14,900 | New | Q4 2025 | Feb 17, 2026 |
| Black Maple Capital Management LP | History | No change | 14,286 | 188 | 0.13% | 0.04% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 14,000 | 184 | 0.02% | 0.01% | 74 | -3,500 | -20.0% | Q4 2025 | Jan 30, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 13,492 | 177 | 0.05% | 0.87% | 75 | -410,184 | -96.82% | Q4 2025 | Jan 16, 2026 |
| Amundi | History | Reduced | 11,636 | 153 | 0.0% | 0.0% | 76 | -1,042 | -8.22% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 10,819 | 142 | 0.0% | 0.03% | 77 | -87,756 | -89.02% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,244 | 135 | 0.02% | — | 79 | +10,244 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 10,300 | 135 | 0.0% | 0.0% | 78 | +300 | 3.0% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | New | 7,623 | 100 | 0.0% | — | 80 | +7,623 | New | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 5,624 | 73 | 0.0% | 0.0% | 81 | -1,400 | -19.93% | Q4 2025 | Jan 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 5,329 | 70 | 0.0% | 0.0% | 82 | -20,000 | -78.96% | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | New | 4,316 | 56 | 0.0% | — | 83 | +4,316 | New | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,885 | 51 | 0.0% | — | 84 | +3,885 | New | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,818 | 38 | 0.0% | — | 85 | +2,818 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,937 | 38 | 0.0% | 0.0% | 86 | +293 | 11.08% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,605 | 34 | 0.0% | 0.0% | 87 | -1,555 | -37.38% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,951 | 25 | 0.0% | 0.0% | 88 | -4,017 | -67.31% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,470 | 19 | 0.0% | — | 89 | +1,470 | New | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,201 | 15 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 535 | 7 | 0.0% | 0.0% | 91 | +10 | 1.9% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 500 | 6 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 401 | 5 | 0.0% | — | 93 | +399 | 19950.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 400 | 5 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 454 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 271 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 250 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 250 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 300 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RHUMBLINE ADVISERS | History | No change | 203 | 2 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 203 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 85 | 1 | 0.0% | — | 102 | +85 | New | Q4 2025 | Feb 13, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.09% | — | -2,964,909 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Old West Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -651,892 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -583,400 | -100.0% | Q3 2025 | Mar 30, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.77% | — | -570,089 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -562,155 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SPROTT INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -286,170 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -230,934 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Closed out | 0 | 0 | — | 0.12% | — | -219,748 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -184,900 | -100.0% | Q3 2025 | Oct 10, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -140,520 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -103,725 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101,967 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -82,462 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,478 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -46,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,323 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,445 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -23,469 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -22,727 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,761 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,181 | -100.0% | Q3 2025 | Oct 30, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,325 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,749 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,150 | -100.0% | Q3 2025 | Nov 13, 2025 |
| U S GLOBAL INVESTORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,738 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -68 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 41 | 0 | — | — | — | +41 | New | Q4 2025 | Jan 29, 2026 |
| Your Advocates Ltd., LLP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |