SmartRent, Inc. - SMRT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC | History | Reduced | 15,669,809 | 31,653 | 0.01% | 0.01% | 1 | -1,864 | -0.01% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 12,136,579 | 24,515 | 0.0% | 0.0% | 2 | -264,606 | -2.13% | Q4 2025 | Jan 29, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | No change | 7,505,294 | 15,160 | 0.22% | 0.16% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blue Door Asset Management, LLC | History | Added to | 5,635,657 | 11,384 | 4.61% | 3.96% | 4 | +298,998 | 5.6% | Q4 2025 | Feb 17, 2026 |
| Long Pond Capital, LP | History | Reduced | 5,610,150 | 11,332 | 1.33% | 0.62% | 5 | -455,943 | -7.52% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 5,607,246 | 11,326 | 0.0% | 0.0% | 6 | -4,840,953 | -46.33% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | Added to | 3,964,108 | 8,007 | 0.01% | 0.0% | 7 | +1,006,267 | 34.02% | Q4 2025 | Feb 13, 2026 |
| MAK CAPITAL ONE LLC | History | Added to | 3,577,973 | 7,227 | 0.8% | 0.62% | 8 | +714,050 | 24.93% | Q4 2025 | Feb 17, 2026 |
| Northern Right Capital Management, L.P. | History | Added to | 3,479,459 | 7,028 | 1.85% | 1.16% | 9 | +827,943 | 31.23% | Q4 2025 | Feb 17, 2026 |
| Tikvah Management LLC | History | No change | 3,335,122 | 6,736 | 1.8% | 1.39% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | New | 3,300,000 | 6,666 | 0.11% | — | 11 | +3,300,000 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,884,418 | 5,826 | 0.0% | 0.0% | 12 | +447,529 | 18.36% | Q4 2025 | Mar 25, 2026 |
| BlackRock, Inc. | History | Added to | 2,771,652 | 5,598 | 0.0% | 0.0% | 13 | +69,150 | 2.56% | Q4 2025 | Feb 12, 2026 |
| KIM, LLC | History | No change | 2,656,173 | 5,365 | 0.43% | 0.33% | 14 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stoic Point Capital Management LLC | History | New | 2,485,993 | 5,021 | 4.23% | — | 15 | +2,485,993 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,439,726 | 4,928 | 0.0% | 0.0% | 16 | -1,206,615 | -33.09% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 2,434,571 | 4,917 | 0.05% | 0.02% | 17 | +1,065,000 | 77.76% | Q4 2025 | Feb 09, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 2,209,606 | 4,463 | 0.09% | — | 18 | +2,209,606 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,145,427 | 4,333 | 0.0% | 0.0% | 19 | +145,090 | 7.25% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,094,953 | 4,233 | 0.0% | 0.0% | 20 | +71,487 | 3.53% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,921,112 | 3,880 | 0.0% | 0.0% | 21 | +423,358 | 28.27% | Q4 2025 | Feb 12, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | New | 1,907,285 | 3,852 | 0.22% | — | 22 | +1,907,285 | New | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 1,720,704 | 3,475 | 0.01% | — | 23 | +1,720,704 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,401,600 | 2,831 | 0.0% | 0.0% | 24 | -136,412 | -8.87% | Q4 2025 | Feb 12, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 1,159,135 | 2,341 | 0.33% | 0.24% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 1,047,600 | 2,116 | 0.04% | — | 26 | +1,047,600 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,014,547 | 2,049 | 0.0% | 0.0% | 27 | +1,378 | 0.14% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 890,069 | 1,797 | 0.0% | 0.0% | 28 | +18,829 | 2.16% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 799,275 | 1,615 | 0.14% | 0.15% | 29 | -462,111 | -36.64% | Q4 2025 | Feb 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 795,868 | 1,607 | 0.0% | 0.0% | 30 | -398,230 | -33.35% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 717,017 | 1,448 | 0.0% | 0.0% | 31 | +7,392 | 1.04% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 695,845 | 1,405 | 0.0% | 0.0% | 32 | +284,127 | 69.01% | Q4 2025 | Feb 17, 2026 |
| GatePass Capital, LLC | History | Added to | 579,022 | 1,169 | 0.6% | 0.43% | 33 | +50,000 | 9.45% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | New | 481,053 | 971 | 0.0% | — | 34 | +481,053 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 454,520 | 918 | 0.0% | — | 35 | +454,520 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 434,252 | 877 | 0.0% | 0.0% | 36 | -11,972 | -2.68% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 412,831 | 833 | 0.0% | 0.0% | 37 | -115,809 | -21.91% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 331,534 | 669 | 0.02% | 0.01% | 39 | +141,613 | 74.56% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 331,584 | 669 | 0.0% | 0.0% | 38 | +15,124 | 4.78% | Q4 2025 | Feb 19, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 315,121 | 636 | 0.0% | 0.0% | 40 | +44,383 | 16.39% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 274,246 | 553 | 0.0% | — | 41 | +274,246 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 269,246 | 543 | 0.0% | 0.0% | 42 | -106,311 | -28.31% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 264,877 | 535 | 0.0% | 0.0% | 43 | -60,270 | -18.54% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 250,000 | 505 | 0.01% | 0.01% | 44 | +50,000 | 25.0% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 246,711 | 498 | 0.01% | 0.01% | 45 | -35,183 | -12.48% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 242,504 | 489 | 0.0% | 0.0% | 46 | +80,399 | 49.6% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 227,300 | 459 | 0.0% | 0.0% | 47 | -255,237 | -52.89% | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 220,100 | 444 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Argos Wealth Advisors, LLC | History | New | 208,913 | 422 | 0.11% | — | 49 | +208,913 | New | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 185,278 | 374 | 0.0% | 0.0% | 50 | +66,038 | 55.38% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 180,002 | 363 | 0.0% | — | 51 | +179,986 | 1124912.5% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 177,020 | 357 | 0.0% | 0.0% | 52 | -26,681 | -13.1% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 167,500 | 338 | 0.0% | 0.0% | 53 | -10,233 | -5.76% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 157,180 | 318 | 0.0% | 0.0% | 54 | -25,670 | -14.04% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 143,957 | 290 | 0.0% | — | 55 | +143,957 | New | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 136,300 | 275 | 0.0% | — | 56 | +136,300 | New | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | Reduced | 110,652 | 223 | 0.0% | 0.0% | 57 | -91,632 | -45.3% | Q4 2025 | Feb 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 103,700 | 209 | 0.05% | 0.02% | 58 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 94,432 | 188 | 0.0% | — | 59 | +94,432 | New | Q4 2025 | Feb 10, 2026 |
| Verition Fund Management LLC | History | Added to | 81,779 | 165 | 0.0% | 0.0% | 60 | +27,336 | 50.21% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Added to | 68,365 | 138 | 0.0% | 0.0% | 61 | +54,500 | 393.08% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 67,200 | 135 | 0.0% | — | 62 | +67,200 | New | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 65,862 | 133 | 0.0% | — | 63 | +65,862 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 60,062 | 121 | 0.0% | 0.0% | 64 | -20,182 | -25.15% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Reduced | 59,723 | 120 | 0.0% | 0.0% | 65 | -31,214 | -34.32% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 48,644 | 98 | 0.0% | 0.0% | 66 | +536 | 1.11% | Q4 2025 | Feb 10, 2026 |
| State of Wyoming | History | Reduced | 47,056 | 95 | 0.01% | 0.05% | 67 | -234,914 | -83.31% | Q4 2025 | Feb 11, 2026 |
| R Squared Ltd | History | Reduced | 46,978 | 94 | 0.04% | 0.03% | 68 | -4,609 | -8.93% | Q4 2025 | Jan 30, 2026 |
| SCS Capital Management LLC | History | Reduced | 45,261 | 91 | 0.0% | 0.0% | 69 | -2,795 | -5.82% | Q4 2025 | Feb 10, 2026 |
| MOZAYYX MANAGEMENT LLC | History | New | 40,000 | 80 | 0.06% | — | 71 | +40,000 | New | Q4 2025 | Mar 05, 2026 |
| HighTower Advisors, LLC | History | No change | 39,840 | 80 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quadrature Capital Ltd | History | Reduced | 38,770 | 78 | 0.0% | 0.0% | 72 | -24,837 | -39.05% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 37,000 | 74 | 0.0% | 0.0% | 73 | +14,000 | 60.87% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | New | 35,670 | 72 | 0.0% | — | 74 | +35,670 | New | Q4 2025 | Jan 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 32,842 | 66 | 0.0% | 0.0% | 75 | +2,493 | 8.21% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 31,774 | 64 | 0.0% | 0.0% | 76 | +16,734 | 111.26% | Q4 2025 | Feb 13, 2026 |
| OLIO Financial Planning | History | New | 31,086 | 62 | 0.02% | — | 77 | +31,086 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Asset Management Inc | History | New | 29,803 | 60 | 0.0% | — | 78 | +29,803 | New | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 27,056 | 54 | 0.0% | 0.0% | 79 | -592 | -2.14% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 24,786 | 50 | 0.0% | 0.0% | 80 | -35,820 | -59.1% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 22,368 | 45 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 22,100 | 44 | 0.0% | 0.0% | 82 | +11,000 | 99.1% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 21,300 | 43 | 0.0% | 0.0% | 83 | +19,434 | 1041.48% | Q4 2025 | Feb 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 21,551 | 43 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 21,226 | 42 | 0.0% | 0.0% | 85 | -4,486 | -17.45% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 19,261 | 38 | 0.0% | — | 86 | +19,261 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 19,204 | 38 | 0.0% | — | 87 | +19,204 | New | Q4 2025 | Feb 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 18,520 | 37 | 0.0% | 0.0% | 88 | +11 | 0.06% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 18,244 | 36 | 0.0% | 0.0% | 89 | -23,008 | -55.77% | Q4 2025 | Feb 13, 2026 |
| Dean, Jacobson Financial Services, LLC | History | New | 17,396 | 35 | 0.02% | — | 90 | +17,396 | New | Q4 2025 | Feb 03, 2026 |
| Virtu Financial LLC | History | Reduced | 16,811 | 34 | 0.0% | 0.0% | 91 | -31,802 | -65.42% | Q4 2025 | Feb 23, 2026 |
| Aljian Capital Management, LLC | History | No change | 15,853 | 32 | 0.01% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 15,556 | 31 | 0.0% | — | 93 | +15,556 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | New | 14,937 | 30 | 0.0% | — | 94 | +14,937 | New | Q4 2025 | Feb 13, 2026 |
| Sage Investment Counsel LLC | History | No change | 15,000 | 30 | 0.03% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Reduced | 12,384 | 25 | 0.0% | 0.0% | 96 | -15,670 | -55.86% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,928 | 22 | 0.0% | 0.0% | 97 | -12,909 | -51.97% | Q4 2025 | Jan 08, 2026 |
| FMR LLC | History | Added to | 10,435 | 21 | 0.0% | 0.0% | 98 | +3,841 | 58.25% | Q4 2025 | Feb 17, 2026 |
| Pollock Investment Advisors, LLC | History | No change | 10,886 | 21 | 0.02% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,660 | 19 | 0.0% | 0.0% | 100 | +2,305 | 31.34% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,017 | 14 | 0.0% | — | 101 | +7,017 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | New | 6,000 | 12 | 0.0% | — | 102 | +6,000 | New | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | New | 4,964 | 10 | 0.0% | — | 103 | +4,964 | New | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,550 | 7 | 0.0% | 0.0% | 104 | +1,550 | 77.5% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,000 | 6 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,140 | 2 | 0.0% | — | 107 | +1,000 | 714.29% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,381 | 2 | 0.0% | 0.0% | 106 | -567 | -29.11% | Q4 2025 | Feb 06, 2026 |
| Fortress Investment Group LLC | History | New | 932 | 1 | 0.0% | — | 108 | +932 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 526 | 1 | 0.0% | 0.0% | 109 | -263 | -33.33% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 592 | 1 | 0.0% | — | 110 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Starwood Capital Group Management, L.L.C. | History | Closed out | 0 | 0 | — | 2.4% | — | -3,000,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AMAZON COM INC | History | Closed out | 0 | 0 | — | 0.04% | — | -626,893 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Arnhold LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -384,079 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174,780 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103,405 | -100.0% | Q3 2025 | Oct 14, 2025 |
| THOMPSON DAVIS & CO., INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -53,999 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JGP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,207 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kanen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,141 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -17,396 | -100.0% | Q3 2025 | Oct 23, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,334 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Arax Advisory Partners | History | Reduced | 24 | 0 | — | 0.0% | — | -4,418 | -99.46% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -849 | -100.0% | Q3 2025 | Nov 19, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 81 | 0 | — | 0.0% | — | -784 | -90.64% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 217 | 0 | — | — | — | +217 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 139 | 0 | — | — | — | +139 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Reduced | 38 | 0 | — | — | — | -57 | -60.0% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 244 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Optiver Holding B.V. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |