Semler Scientific, Inc. - SMLR
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,168,043 | 17,859 | 0.0% | 0.0% | 1 | -59,664 | -4.86% | Q4 2025 | Feb 13, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 1,099,922 | 16,817 | 3.12% | 7.46% | 2 | -168,003 | -13.25% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | Added to | 918,109 | 14,037 | 0.0% | 0.0% | 3 | +57,471 | 6.68% | Q4 2025 | Feb 12, 2026 |
| Weiss Asset Management LP | History | Added to | 801,086 | 12,248 | 0.17% | 2.17% | 4 | +593,717 | 286.31% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 714,519 | 10,924 | 0.0% | 0.0% | 5 | +14,014 | 2.0% | Q4 2025 | Jan 29, 2026 |
| LMR Partners LLP | History | New | 588,276 | 8,994 | 0.02% | — | 6 | +588,276 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 580,072 | 8,869 | 0.0% | 0.0% | 7 | +16,696 | 2.96% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 487,674 | 7,456 | 0.0% | 0.0% | 8 | +91,614 | 23.13% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 448,410 | 6,856 | 0.03% | 0.01% | 9 | +405,650 | 948.67% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 445,000 | 6,804 | 0.0% | — | 10 | +445,000 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 420,308 | 6,426 | 0.0% | 0.0% | 11 | -479,667 | -53.3% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | No change | 385,239 | 5,890 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 322,706 | 4,935 | 0.0% | 0.0% | 13 | +22,443 | 7.47% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 243,059 | 3,716 | 0.0% | 0.0% | 14 | -10,918 | -4.3% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Added to | 231,922 | 3,546 | 0.0% | 0.0% | 15 | +16,461 | 7.64% | Q4 2025 | Feb 13, 2026 |
| METEORA CAPITAL, LLC | History | New | 219,813 | 3,360 | 0.28% | — | 16 | +219,813 | New | Q4 2025 | Feb 17, 2026 |
| Massar Capital Management, LP | History | No change | 150,000 | 2,293 | 0.25% | 0.59% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 138,332 | 2,115 | 0.02% | 0.01% | 18 | +103,767 | 300.21% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 134,815 | 2,061 | 0.0% | 0.0% | 19 | -14,211 | -9.54% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 132,214 | 2,021 | 0.0% | 0.0% | 20 | +66,854 | 102.29% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 105,125 | 1,607 | 0.02% | — | 21 | +105,125 | New | Q4 2025 | Feb 17, 2026 |
| Generali Asset Management SPA SGR | History | No change | 100,000 | 1,529 | 0.03% | 0.06% | 22 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 99,178 | 1,516 | 0.0% | 0.0% | 23 | -3,575 | -3.48% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 97,221 | 1,486 | 0.0% | 0.0% | 24 | -206,584 | -68.0% | Q4 2025 | Feb 12, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | No change | 95,600 | 1,461 | 0.1% | 0.17% | 25 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Graham Capital Management, L.P. | History | No change | 85,300 | 1,304 | 0.03% | 0.04% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 82,363 | 1,259 | 0.0% | 0.0% | 27 | +5,688 | 7.42% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 77,448 | 1,184 | 0.0% | 0.0% | 28 | +62,076 | 403.83% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | New | 75,807 | 1,159 | 0.01% | — | 29 | +75,807 | New | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 69,422 | 1,062 | 0.0% | — | 30 | +69,422 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 65,576 | 1,002 | 0.0% | 0.0% | 31 | -23,617 | -26.48% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 63,016 | 963 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 62,565 | 956 | 0.0% | 0.0% | 33 | +19,840 | 46.44% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 54,753 | 837 | 0.15% | 0.23% | 34 | +13,048 | 31.29% | Q4 2025 | Feb 13, 2026 |
| Stonepine Capital Management, LLC | History | New | 50,000 | 764 | 0.56% | — | 35 | +50,000 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | New | 47,797 | 730 | 0.01% | — | 36 | +47,797 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 45,610 | 697 | 0.0% | 0.0% | 37 | +15,022 | 49.11% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 45,376 | 693 | 0.0% | 0.0% | 38 | -6,008 | -11.69% | Q4 2025 | Feb 13, 2026 |
| Accuvest Global Advisors | History | Added to | 42,021 | 643 | 0.47% | 0.78% | 39 | +392 | 0.94% | Q4 2025 | Feb 11, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Added to | 35,045 | 535 | 0.01% | 0.02% | 40 | +5,115 | 17.09% | Q4 2025 | Feb 06, 2026 |
| Nuveen, LLC | History | No change | 31,534 | 482 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 30,948 | 473 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 27,173 | 415 | 0.0% | 0.0% | 43 | -4,518 | -14.26% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 26,850 | 410 | 0.01% | 0.01% | 44 | +13,400 | 99.63% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,912 | 380 | 0.0% | 0.0% | 45 | -526 | -2.07% | Q4 2025 | Feb 17, 2026 |
| X-Square Capital, LLC | History | No change | 22,210 | 340 | 0.11% | 0.21% | 46 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 21,554 | 329 | 0.0% | 0.0% | 47 | +4,623 | 27.3% | Q4 2025 | Feb 19, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 20,575 | 314 | 0.0% | 0.0% | 48 | -16,931 | -45.14% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | New | 18,817 | 287 | 0.0% | — | 49 | +18,817 | New | Q4 2025 | Jan 23, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 18,685 | 285 | 0.0% | 0.0% | 50 | -4,907 | -20.8% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 18,454 | 282 | 0.0% | 0.0% | 51 | -55,272 | -74.97% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,786 | 271 | 0.0% | 0.0% | 52 | -1,606 | -8.28% | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Added to | 15,804 | 241 | 0.0% | 0.0% | 53 | +1,608 | 11.33% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,939 | 228 | 0.0% | 0.0% | 54 | -82 | -0.55% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 14,789 | 226 | 0.0% | 0.0% | 55 | -7,449 | -33.5% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 14,030 | 214 | 0.0% | — | 56 | +14,030 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,930 | 212 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 13,000 | 198 | 0.0% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 11,930 | 182 | 0.0% | 0.0% | 59 | -265,295 | -95.7% | Q4 2025 | Mar 25, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,755 | 179 | 0.0% | 0.0% | 60 | -790 | -6.3% | Q4 2025 | Feb 13, 2026 |
| Sepio Capital, LP | History | New | 11,694 | 178 | 0.01% | — | 61 | +11,694 | New | Q4 2025 | Feb 12, 2026 |
| Aristides Capital LLC | History | New | 11,500 | 175 | 0.03% | — | 62 | +11,500 | New | Q4 2025 | Feb 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,339 | 173 | 0.0% | 0.0% | 63 | -261 | -2.25% | Q4 2025 | Feb 10, 2026 |
| Shay Capital LLC | History | New | 10,558 | 161 | 0.02% | — | 64 | +10,558 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 10,444 | 159 | 0.0% | 0.0% | 65 | -19,621 | -65.26% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,950 | 152 | 0.01% | 0.04% | 66 | -2,750 | -21.65% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,686 | 148 | 0.0% | 0.0% | 67 | +4,744 | 95.99% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,015 | 137 | 0.0% | 0.0% | 68 | +4,563 | 102.49% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,371 | 112 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,160 | 94 | 0.0% | 0.0% | 70 | +574 | 10.28% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 5,023 | 76 | 0.0% | — | 71 | +5,023 | New | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,171 | 48 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,639 | 40 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOBAM | History | Reduced | 2,041 | 31 | 0.01% | 0.26% | 74 | -21,838 | -91.45% | Q4 2025 | Mar 02, 2026 |
| AlphaQuest LLC | History | Reduced | 2,045 | 31 | 0.0% | 0.01% | 75 | -1,374 | -40.19% | Q4 2025 | Feb 09, 2026 |
| Optiver Holding B.V. | History | Reduced | 1,913 | 29 | 0.0% | 0.0% | 76 | -647 | -25.27% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,680 | 25 | 0.0% | 0.0% | 77 | +4 | 0.24% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 1,456 | 22 | 0.0% | 0.0% | 78 | +314 | 27.5% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,497 | 22 | 0.0% | 0.0% | 79 | -256 | -14.6% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,057 | 16 | 0.0% | 0.0% | 81 | +725 | 218.37% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 1,107 | 16 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,005 | 15 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 812 | 12 | 0.0% | 0.0% | 83 | +289 | 55.26% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 780 | 11 | 0.0% | 0.0% | 84 | +54 | 7.44% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Added to | 706 | 10 | 0.0% | 0.0% | 85 | +8 | 1.15% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 608 | 9 | 0.0% | — | 86 | +608 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 415 | 6 | 0.0% | 0.0% | 88 | +183 | 78.88% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 445 | 6 | 0.0% | 0.0% | 87 | -115 | -20.54% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 225 | 3 | 0.0% | 0.0% | 89 | -425 | -65.38% | Q4 2025 | Jan 20, 2026 |
| Hurley Capital, LLC | History | New | 248 | 3 | 0.0% | — | 91 | +248 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 75 | 1 | 0.0% | 0.0% | 92 | -2,412 | -96.98% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 106 | 1 | 0.0% | 0.0% | 93 | -1,019 | -90.58% | Q4 2025 | Feb 03, 2026 |
| Motiv8 Investments LLC | History | New | 45 | 1 | 0.0% | — | 94 | +45 | New | Q4 2025 | Feb 13, 2026 |
| GLAZER CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -225,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -114,714 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DELTEC ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -110,932 | -100.0% | Q3 2025 | Oct 24, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93,310 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.22% | — | -88,810 | -100.0% | Q3 2025 | Nov 07, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -56,440 | -100.0% | Q3 2025 | Oct 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -54,256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLER VALUE PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -53,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fort Baker Capital Management LP | History | Closed out | 0 | 0 | — | 0.23% | — | -48,309 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 6.41% | — | -46,009 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,815 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -25,718 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,586 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ursa Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -17,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -16,468 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,503 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,100 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -15,013 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.01% | — | -11,900 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ionic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,888 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,676 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,472 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,404 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CWC Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.13% | — | -8,609 | -100.0% | Q3 2025 | Oct 10, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,623 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,176 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,817 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,517 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WealthCollab, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -136 | -98.55% | Q4 2025 | Jan 27, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CWM, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -98 | -98.99% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 63 | 0 | — | — | — | +63 | New | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GAMMA Investing LLC | History | Added to | 44 | 0 | — | — | — | +27 | 158.82% | Q4 2025 | Jan 05, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Allworth Financial LP | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 23, 2025 |
| IFC & Insurance Marketing, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 30 | 0 | — | 0.0% | — | -1 | -3.23% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | No change | 42 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gordian Capital Singapore Pte Ltd | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Missouri Trust & Investment Co | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |