Summit Therapeutics Inc. - SMMT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | History | Added to | 36,391,063 | 636,479 | 3.73% | 5.03% | 1 | +2,668,089 | 7.91% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 13,360,807 | 233,680 | 0.01% | 0.01% | 2 | +4,442,920 | 49.82% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 11,177,220 | 195,489 | 0.0% | 0.0% | 3 | -202,508 | -1.78% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 9,371,415 | 163,907 | 0.02% | 0.01% | 4 | +4,832,592 | 106.47% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 9,361,921 | 163,739 | 0.0% | 0.0% | 5 | +1,998,128 | 27.13% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 6,636,361 | 116,069 | 0.0% | 0.0% | 6 | +274,425 | 4.31% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,266,000 | 57,122 | 0.01% | 0.01% | 7 | +409,238 | 14.33% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,212,008 | 56,178 | 0.01% | 0.0% | 8 | +1,685,196 | 110.37% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,147,480 | 55,063 | 0.0% | 0.0% | 9 | +14,745 | 0.47% | Q4 2025 | Feb 09, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 1,421,155 | 24,856 | 3.54% | 2.33% | 10 | +603,879 | 73.89% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 1,383,775 | 24,381 | 0.02% | 0.03% | 11 | -220,388 | -13.74% | Q4 2025 | Jan 29, 2026 |
| NORGES BANK | History | New | 1,373,943 | 24,030 | 0.0% | — | 12 | +1,373,943 | New | Q4 2025 | Feb 10, 2026 |
| APEIRON CAPITAL Ltd | History | Reduced | 1,309,241 | 22,898 | 26.48% | 12.87% | 13 | -1,700 | -0.13% | Q4 2025 | Feb 02, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 1,205,272 | 21,080 | 0.02% | 0.01% | 14 | +667,742 | 124.22% | Q4 2025 | Feb 10, 2026 |
| Aberdeen Group plc | History | Reduced | 927,171 | 16,216 | 0.03% | 0.04% | 15 | -212,359 | -18.64% | Q4 2025 | Jan 16, 2026 |
| MORGAN STANLEY | History | Reduced | 926,579 | 16,205 | 0.0% | 0.0% | 16 | -1,000,249 | -51.91% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 892,629 | 15,612 | 0.0% | 0.0% | 17 | +16,239 | 1.85% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 870,719 | 15,228 | 0.0% | 0.0% | 18 | -493,064 | -36.15% | Q4 2025 | Jan 29, 2026 |
| Squarepoint Ops LLC | History | Reduced | 715,410 | 12,512 | 0.01% | 0.02% | 19 | -295,616 | -29.24% | Q4 2025 | Feb 13, 2026 |
| Sculptor Capital LP | History | Added to | 713,800 | 12,484 | 0.13% | 0.16% | 20 | +46,800 | 7.02% | Q4 2025 | Feb 13, 2026 |
| Rock Springs Capital Management LP | History | No change | 710,000 | 12,417 | 0.64% | 0.86% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 592,234 | 10,358 | 0.01% | 0.04% | 22 | -626,693 | -51.41% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 578,248 | 10,113 | 0.01% | 0.0% | 23 | +553,218 | 2210.22% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 554,300 | 9,694 | 0.0% | 0.0% | 24 | -229,900 | -29.32% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 546,017 | 9,549 | 0.0% | 0.0% | 25 | +425,503 | 353.07% | Q4 2025 | Feb 17, 2026 |
| Candriam S.C.A. | History | Added to | 540,662 | 9,456 | 0.05% | 0.06% | 26 | +26,899 | 5.24% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 528,487 | 9,243 | 0.0% | 0.0% | 27 | -17,775 | -3.25% | Q4 2025 | Feb 17, 2026 |
| LMR Partners LLP | History | Added to | 499,600 | 8,738 | 0.02% | 0.04% | 28 | +90,500 | 22.12% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 485,566 | 8,492 | 0.0% | 0.0% | 29 | -11,981 | -2.41% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 477,393 | 8,349 | 0.0% | 0.0% | 30 | -179,920 | -27.37% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 461,301 | 8,068 | 0.0% | 0.0% | 31 | +35,226 | 8.27% | Q4 2025 | Feb 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 440,953 | 7,712 | 0.01% | — | 32 | +440,953 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 426,310 | 7,456 | 0.01% | 0.02% | 33 | -240,540 | -36.07% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 423,084 | 7,399 | 0.01% | 33.3% | 34 | +75,843 | 21.84% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 415,284 | 7,263 | 0.0% | 0.0% | 35 | +284,657 | 217.92% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 376,563 | 6,586 | 0.0% | 0.0% | 36 | +1,980 | 0.53% | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | Added to | 365,000 | 6,383 | 0.04% | 0.06% | 37 | +6,236 | 1.74% | Q4 2025 | Feb 17, 2026 |
| QVT Financial LP | History | No change | 360,524 | 6,305 | 0.54% | 0.53% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 357,870 | 6,194 | 0.0% | 0.0% | 39 | +170,386 | 90.88% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 353,756 | 6,187 | 0.0% | 0.0% | 40 | -13,370 | -3.64% | Q4 2025 | Feb 10, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 350,000 | 6,121 | 0.35% | 0.63% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 338,390 | 5,918 | 0.0% | 0.0% | 42 | -137,387 | -28.88% | Q4 2025 | Feb 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 338,363 | 5,914 | 0.02% | 0.03% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 306,184 | 5,355 | 0.22% | — | 44 | +306,184 | New | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 287,810 | 5,033 | 0.02% | 0.02% | 45 | -51,366 | -15.14% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 251,391 | 4,396 | 0.0% | — | 46 | +251,391 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 249,500 | 4,363 | 0.0% | 0.0% | 47 | -111,100 | -30.81% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 237,788 | 4,158 | 0.0% | 0.0% | 48 | -32,096 | -11.89% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | No change | 232,642 | 4,068 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 228,990 | 4,005 | 0.02% | 0.01% | 50 | +63,388 | 38.28% | Q4 2025 | Feb 13, 2026 |
| Woodline Partners LP | History | No change | 214,507 | 3,751 | 0.01% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 195,547 | 3,420 | 0.37% | 0.33% | 52 | +55,265 | 39.4% | Q4 2025 | Feb 06, 2026 |
| IMC-Chicago, LLC | History | Reduced | 195,004 | 3,410 | 0.0% | 0.0% | 53 | -21,896 | -10.09% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 130,886 | 2,289 | 0.0% | 0.0% | 54 | -62,090 | -32.17% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 129,926 | 2,272 | 0.0% | 0.0% | 55 | -29,947 | -18.73% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 121,341 | 2,122 | 0.0% | 0.0% | 56 | -1,581 | -1.29% | Q4 2025 | Feb 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 121,307 | 2,121 | 0.16% | 0.22% | 57 | -8,903 | -6.84% | Q4 2025 | Jan 29, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 113,391 | 1,983 | 0.01% | 0.0% | 58 | +39,238 | 52.91% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 112,878 | 1,974 | 0.0% | 0.0% | 59 | -1,779 | -1.55% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 112,437 | 1,966 | 0.0% | 0.0% | 60 | -90,181 | -44.51% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 103,761 | 1,814 | 0.06% | 0.05% | 61 | +33,828 | 48.37% | Q4 2025 | Feb 06, 2026 |
| Centiva Capital, LP | History | Reduced | 100,000 | 1,749 | 0.01% | 0.04% | 63 | -111,200 | -52.65% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 100,000 | 1,749 | 0.01% | 0.0% | 62 | +85,000 | 566.67% | Q4 2025 | Feb 09, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 99,367 | 1,737 | 0.02% | 0.02% | 64 | +30,694 | 44.7% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 98,766 | 1,723 | 0.0% | — | 65 | +98,766 | New | Q4 2025 | Mar 20, 2026 |
| NEOS Investment Management LLC | History | Added to | 97,217 | 1,700 | 0.01% | 0.01% | 66 | +16,933 | 21.09% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 96,009 | 1,679 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEMA ETFS LLC | History | Added to | 95,782 | 1,675 | 0.13% | 0.14% | 68 | +15,498 | 19.3% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 95,371 | 1,668 | 0.0% | 0.0% | 69 | -2,647 | -2.7% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 92,882 | 1,624 | 0.0% | 0.0% | 70 | +1,047 | 1.14% | Q4 2025 | Feb 17, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 91,869 | 1,606 | 0.12% | 0.2% | 71 | -11,100 | -10.78% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 88,448 | 1,547 | 0.0% | 0.0% | 72 | +29 | 0.03% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 87,069 | 1,522 | 0.07% | 0.09% | 73 | -25,130 | -22.4% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | Added to | 81,519 | 1,425 | 0.32% | 0.14% | 74 | +64,051 | 366.68% | Q4 2025 | Feb 10, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | Added to | 79,625 | 1,392 | 1.12% | 0.94% | 76 | +5,555 | 7.5% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 79,626 | 1,392 | 0.0% | 0.0% | 75 | +37 | 0.05% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 76,622 | 1,340 | 0.0% | 0.0% | 77 | -69,204 | -47.46% | Q4 2025 | Feb 11, 2026 |
| Polianta Ltd | History | No change | 74,700 | 1,306 | 0.17% | 0.64% | 78 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Reduced | 73,497 | 1,285 | 0.0% | 0.0% | 79 | -6,075 | -7.63% | Q4 2025 | Feb 13, 2026 |
| DnB Asset Management AS | History | Added to | 61,061 | 1,067 | 0.0% | 0.0% | 80 | +30,138 | 97.46% | Q4 2025 | Feb 05, 2026 |
| Aquatic Capital Management LLC | History | New | 59,945 | 1,048 | 0.03% | — | 81 | +59,945 | New | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | New | 59,621 | 1,042 | 0.0% | — | 82 | +59,621 | New | Q4 2025 | Jan 09, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 59,430 | 1,039 | 0.3% | 0.49% | 83 | -15,140 | -20.3% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57,282 | 1,001 | 0.01% | 0.02% | 84 | +2,046 | 3.7% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 54,012 | 944 | 0.0% | 0.0% | 85 | +500 | 0.93% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 53,777 | 940 | 0.0% | 0.01% | 86 | -210,513 | -79.65% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 52,619 | 920 | 0.01% | 0.01% | 87 | +114 | 0.22% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 50,298 | 879 | 0.0% | 0.01% | 88 | -144,553 | -74.19% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 49,798 | 870 | 0.01% | 0.01% | 89 | +8,801 | 21.47% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 48,940 | 856 | 0.0% | 0.0% | 90 | -3,579 | -6.81% | Q4 2025 | Feb 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 41,734 | 729 | 0.0% | — | 91 | +41,734 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 39,611 | 692 | 0.0% | 0.01% | 92 | +3,885 | 10.87% | Q4 2025 | Feb 18, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 37,991 | 664 | 0.0% | 0.0% | 93 | +7,403 | 24.2% | Q4 2025 | Jan 26, 2026 |
| Handelsbanken Fonder AB | History | Added to | 37,600 | 658 | 0.0% | 0.0% | 95 | +3,400 | 9.94% | Q4 2025 | Feb 06, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 37,676 | 658 | 0.06% | 0.07% | 94 | +1,000 | 2.73% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 37,084 | 648 | 0.0% | 0.0% | 96 | +7,908 | 27.1% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 35,880 | 627 | 0.01% | 0.01% | 97 | -766 | -2.09% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 35,158 | 614 | 0.0% | 0.0% | 98 | -1,334 | -3.66% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 32,881 | 575 | 0.0% | 0.0% | 99 | +6,418 | 24.25% | Q4 2025 | Feb 06, 2026 |
| Capstone Capital Management Ltd | History | New | 28,190 | 493 | 0.47% | — | 100 | +28,190 | New | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 28,115 | 491 | 0.0% | 0.0% | 101 | -143,409 | -83.61% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 27,359 | 478 | 0.0% | 0.0% | 102 | +823 | 3.1% | Q4 2025 | Feb 09, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 27,304 | 477 | 0.0% | — | 103 | +27,304 | New | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 25,662 | 448 | 0.0% | — | 105 | +25,662 | New | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 25,640 | 448 | 0.01% | 0.01% | 104 | -33 | -0.13% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | New | 25,162 | 440 | 0.02% | — | 106 | +25,162 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 24,289 | 424 | 0.0% | 0.0% | 107 | +2,166 | 9.79% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,045 | 403 | 0.0% | 0.0% | 108 | +3,133 | 15.73% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,875 | 389 | 0.0% | 0.0% | 109 | +4,464 | 27.2% | Q4 2025 | Jan 08, 2026 |
| Allianz Asset Management GmbH | History | No change | 22,200 | 388 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cynosure Group, LLC | History | Added to | 22,070 | 386 | 0.04% | 0.04% | 111 | +3,461 | 18.6% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 21,052 | 368 | 0.01% | 0.01% | 112 | -2,339 | -10.0% | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 20,606 | 360 | 0.0% | 0.0% | 113 | +383 | 1.89% | Q4 2025 | Feb 17, 2026 |
| VANCE WEALTH, LLC | History | Added to | 19,983 | 349 | 0.1% | 0.13% | 114 | +79 | 0.4% | Q4 2025 | Feb 17, 2026 |
| Q3 Asset Management | History | No change | 19,567 | 342 | 0.08% | 0.14% | 115 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,851 | 312 | 0.0% | 0.0% | 116 | +3,743 | 26.53% | Q4 2025 | Feb 18, 2026 |
| XPONANCE LLC | History | Added to | 17,503 | 306 | 0.0% | 0.0% | 117 | +460 | 2.7% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 16,966 | 296 | 0.0% | 0.0% | 118 | -41,133 | -70.8% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 16,860 | 294 | 0.0% | 0.0% | 119 | -1,136 | -6.31% | Q4 2025 | Feb 17, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 16,419 | 287 | 0.02% | 0.03% | 120 | -879 | -5.08% | Q4 2025 | Feb 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,727 | 275 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 15,589 | 273 | 0.0% | 0.0% | 122 | +10,472 | 204.65% | Q4 2025 | Jan 09, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 15,407 | 269 | 0.01% | — | 123 | +15,407 | New | Q4 2025 | Feb 12, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 15,141 | 264 | 0.07% | 0.03% | 124 | +9,497 | 168.27% | Q4 2025 | Feb 17, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 14,629 | 255 | 0.0% | 0.01% | 125 | -1,353 | -8.47% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | New | 14,323 | 250 | 0.0% | — | 126 | +14,323 | New | Q4 2025 | Feb 17, 2026 |
| Bellevue Group AG | History | Reduced | 14,262 | 249 | 0.0% | 0.01% | 127 | -4,720 | -24.87% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 13,160 | 230 | 0.0% | 0.0% | 128 | -9,633 | -42.26% | Q4 2025 | Feb 11, 2026 |
| Three Seasons Wealth, LLC | History | No change | 12,869 | 225 | 0.02% | 0.03% | 129 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Reduced | 12,811 | 224 | 0.0% | 0.0% | 130 | -2,679 | -17.3% | Q4 2025 | Feb 17, 2026 |
| Blankinship & Foster, LLC | History | No change | 12,777 | 223 | 0.05% | 0.06% | 131 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 12,000 | 209 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Machina Capital S.A.S. | History | New | 11,636 | 203 | 0.04% | — | 133 | +11,636 | New | Q4 2025 | Feb 10, 2026 |
| State of Wyoming | History | New | 11,533 | 201 | 0.02% | — | 134 | +11,533 | New | Q4 2025 | Feb 11, 2026 |
| Hudson Bay Capital Management LP | History | New | 11,440 | 200 | 0.0% | — | 135 | +11,440 | New | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 11,125 | 194 | 0.0% | 0.0% | 136 | -5 | -0.04% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 10,700 | 187 | 0.0% | — | 137 | +10,700 | New | Q4 2025 | Feb 17, 2026 |
| Willis Investment Counsel | History | Added to | 10,390 | 181 | 0.01% | 0.01% | 138 | +390 | 3.9% | Q4 2025 | Jan 22, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 10,063 | 176 | 0.0% | 0.0% | 139 | -17,100 | -62.95% | Q4 2025 | Feb 13, 2026 |
| Sargent Investment Group, LLC | History | No change | 10,000 | 174 | 0.02% | 0.03% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 9,465 | 166 | 0.0% | 0.0% | 141 | +913 | 10.68% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,613 | 150 | 0.0% | 0.0% | 142 | -690 | -7.42% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,544 | 131 | 0.0% | 0.0% | 143 | +66 | 0.88% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,270 | 127 | 0.0% | 0.0% | 144 | -103 | -1.4% | Q4 2025 | Feb 17, 2026 |
| Havemeyer Place LP | History | New | 6,254 | 109 | 0.02% | — | 145 | +6,254 | New | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Reduced | 6,188 | 108 | 0.01% | 0.03% | 146 | -13,108 | -67.93% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,281 | 92 | 0.0% | 0.0% | 147 | -212 | -3.86% | Q4 2025 | Feb 17, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 5,000 | 87 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 4,429 | 77 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,196 | 56 | 0.0% | — | 150 | +3,196 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,000 | 52 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STRS OHIO | History | Added to | 2,798 | 48 | 0.0% | 0.0% | 152 | +5 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Truvestments Capital LLC | History | Added to | 2,603 | 45 | 0.01% | 0.0% | 153 | +1,736 | 200.23% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,500 | 43 | 0.01% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 2,157 | 38 | 0.0% | 0.0% | 155 | -10,507 | -82.97% | Q4 2025 | Feb 11, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 1,873 | 33 | 0.0% | 0.0% | 156 | +1,805 | 2654.41% | Q4 2025 | Feb 19, 2026 |
| Larson Financial Group LLC | History | Added to | 1,823 | 31 | 0.0% | 0.0% | 157 | +108 | 6.3% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,695 | 29 | 0.0% | 0.0% | 158 | +931 | 121.86% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,622 | 28 | 0.0% | — | 159 | +1,622 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,015 | 17 | 0.0% | 0.0% | 160 | +880 | 651.85% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,005 | 17 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | Added to | 836 | 14 | 0.0% | 0.0% | 162 | +659 | 372.32% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 805 | 14 | 0.0% | 0.0% | 164 | -173 | -17.69% | Q4 2025 | Jan 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 828 | 14 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 658 | 12 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 635 | 11 | 0.0% | 0.0% | 166 | +64 | 11.21% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 548 | 9 | 0.0% | 0.0% | 167 | +114 | 26.27% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 489 | 8 | 0.0% | 0.0% | 168 | -1,301 | -72.68% | Q4 2025 | Feb 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 504 | 8 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 501 | 8 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 424 | 7 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 325 | 5 | 0.0% | 0.0% | 172 | -356 | -52.28% | Q4 2025 | Jan 30, 2026 |
| WPG Advisers, LLC | History | New | 288 | 5 | 0.0% | — | 175 | +288 | New | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 295 | 5 | 0.0% | 0.0% | 173 | +172 | 139.84% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 289 | 5 | 0.0% | 0.0% | 174 | +81 | 38.94% | Q4 2025 | Feb 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 237 | 4 | 0.0% | 0.0% | 176 | -64 | -21.26% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | New | 228 | 3 | 0.0% | — | 177 | +228 | New | Q4 2025 | Jan 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 200 | 3 | 0.0% | — | 178 | +200 | New | Q4 2025 | Mar 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 139 | 2 | 0.0% | 0.0% | 179 | +40 | 40.4% | Q4 2025 | Feb 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 90 | 1 | 0.0% | — | 180 | +90 | New | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 78 | 1 | 0.0% | 0.0% | 181 | -74 | -48.68% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 69 | 1 | 0.0% | — | 184 | +69 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 94 | 1 | 0.0% | 0.0% | 185 | -12 | -11.32% | Q4 2025 | Feb 13, 2026 |
| J.Safra Asset Management Corp | History | No change | 83 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sofinnova Investments, Inc. | History | Closed out | 0 | 0 | — | 1.02% | — | -900,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -762,094 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TANG CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -550,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 3.44% | — | -496,266 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SUPERSTRING CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 4.01% | — | -197,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Yong Rong (HK) Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.42% | — | -100,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Atle Fund Management AB | History | Closed out | 0 | 0 | — | 0.75% | — | -92,737 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -92,538 | -100.0% | Q3 2025 | Nov 05, 2025 |
| DIADEMA PARTNERS LP | History | Closed out | 0 | 0 | — | 0.39% | — | -74,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -64,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Perseverance Asset Management International | History | Closed out | 0 | 0 | — | 0.21% | — | -59,745 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verde Servicos Internacionais S.A. | History | Closed out | 0 | 0 | — | 0.24% | — | -40,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ASSETMARK, INC | History | Reduced | 44 | 0 | — | 0.0% | — | -29,822 | -99.85% | Q4 2025 | Jan 23, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -29,550 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,832 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,381 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,278 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -18,854 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,628 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.05% | — | -16,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,192 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -14,535 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -13,999 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JGP Global Gestao de Recursos Ltda. | History | Closed out | 0 | 0 | — | 0.15% | — | -12,868 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -11,909 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,721 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,351 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,048 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,958 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Avanza Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -4,487 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Parallel Advisors, LLC | History | Reduced | 50 | 0 | — | 0.0% | — | -1,814 | -97.32% | Q4 2025 | Feb 11, 2026 |
| Ball & Co Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,468 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -867 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COMERICA BANK | History | Reduced | 32 | 0 | — | 0.0% | — | -732 | -95.81% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -708 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 57 | 0 | — | 0.0% | — | -284 | -83.28% | Q4 2025 | Feb 09, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Roxbury Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q3 2025 | Oct 01, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -175 | -100.0% | Q3 2025 | Jan 15, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Dec 29, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Litman Gregory Wealth Management LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2 | 0 | — | — | — | -34 | -94.44% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rialto Wealth Management, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Jan 12, 2026 |
| Marquette Asset Management, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Jan 16, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Oct 17, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 13 | 0 | — | — | — | -22 | -62.86% | Q4 2025 | Jan 14, 2026 |
| United Financial Planning Group LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 30, 2025 |
| DiNuzzo Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Versant Capital Management, Inc | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 08, 2026 |
| SHP Wealth Management | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Mar 04, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hughes Financial Services, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1 | 0 | — | — | — | -6 | -85.71% | Q4 2025 | Jan 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Feb 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Transamerica Financial Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 55 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CVA Family Office, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rakuten Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Seneschal Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |