SNDL Inc. - SNDL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 12,417,045 | 20,612 | 0.0% | 0.0% | 1 | +70,907 | 0.57% | Q4 2025 | Feb 13, 2026 |
| CANNELL CAPITAL LLC | History | Reduced | 8,761,155 | 14,543 | 7.05% | 3.66% | 2 | -190,600 | -2.13% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 5,173,898 | 8,588 | 0.02% | 0.03% | 3 | -912,419 | -14.99% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 4,087,827 | 6,765 | 0.0% | 0.01% | 4 | -534,959 | -11.57% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,802,568 | 6,312 | 0.0% | 0.0% | 5 | +69,046 | 1.85% | Q4 2025 | Feb 17, 2026 |
| AdvisorShares Investments LLC | History | Added to | 3,637,388 | 6,038 | 1.01% | 1.44% | 6 | +344,896 | 10.48% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,261,336 | 5,413 | 0.0% | 0.0% | 7 | +87,482 | 2.76% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,021,900 | 3,356 | 0.01% | 0.01% | 8 | +717,000 | 54.95% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,915,700 | 3,180 | 0.0% | 0.0% | 9 | +304,782 | 18.92% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,912,386 | 3,174 | 0.0% | 0.01% | 10 | +266,386 | 16.18% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,365,158 | 2,266 | 0.0% | 0.0% | 11 | +395,585 | 40.8% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,284,775 | 2,132 | 0.0% | 0.0% | 12 | -595,407 | -31.67% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,184,881 | 1,966 | 0.0% | 0.0% | 13 | +76,525 | 6.9% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,156,161 | 1,919 | 0.0% | 0.0% | 14 | +630,870 | 120.1% | Q4 2025 | Feb 17, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 1,051,222 | 1,754 | 0.77% | 1.09% | 15 | +100,000 | 10.51% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 918,107 | 1,524 | 0.0% | 0.0% | 16 | +123,508 | 15.54% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 811,395 | 1,346 | 0.0% | — | 17 | +811,395 | New | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 671,553 | 1,114 | 0.0% | 0.0% | 18 | +340,878 | 103.09% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 530,328 | 880 | 0.0% | 0.0% | 19 | +66,740 | 14.4% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 513,517 | 852 | 0.0% | 0.0% | 20 | +182,317 | 55.05% | Q4 2025 | Jan 29, 2026 |
| WINTON GROUP Ltd | History | Added to | 467,009 | 775 | 0.03% | 0.04% | 21 | +112,501 | 31.73% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Added to | 434,150 | 720 | 0.08% | 0.11% | 22 | +87,970 | 25.41% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 432,441 | 717 | 0.0% | 0.0% | 23 | +11,152 | 2.65% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 400,682 | 665 | 0.04% | 0.09% | 24 | -124,924 | -23.77% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 361,260 | 600 | 0.02% | 0.01% | 25 | +296,953 | 461.77% | Q4 2025 | Feb 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 339,043 | 562 | 0.0% | 0.0% | 26 | -30,326 | -8.21% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 336,271 | 553 | 0.0% | 0.0% | 27 | +84,387 | 33.5% | Q4 2025 | Feb 18, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 328,065 | 544 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cable Car Capital, LP | History | No change | 306,195 | 508 | 0.02% | 0.35% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 297,828 | 494 | 0.06% | 0.1% | 30 | +2,047 | 0.69% | Q4 2025 | Feb 18, 2026 |
| Squarepoint Ops LLC | History | Added to | 251,623 | 417 | 0.0% | 0.0% | 31 | +24,213 | 10.65% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | Reduced | 250,000 | 415 | 0.02% | 0.05% | 32 | -150,000 | -37.5% | Q4 2025 | Feb 17, 2026 |
| Baader Bank Aktiengesellschaft | History | Reduced | 250,269 | 415 | 0.03% | 0.04% | 33 | -2,273 | -0.9% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 207,528 | 344 | 0.0% | 0.01% | 34 | -1,551 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 188,449 | 312 | 0.0% | 0.0% | 35 | +112,356 | 147.66% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 164,900 | 273 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 160,320 | 266 | 0.02% | 0.04% | 37 | -22,255 | -12.19% | Q4 2025 | Feb 06, 2026 |
| Engineers Gate Manager LP | History | Reduced | 152,499 | 253 | 0.0% | 0.01% | 38 | -26,613 | -14.86% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 150,821 | 250 | 0.0% | 0.0% | 39 | +84,028 | 125.8% | Q4 2025 | Feb 12, 2026 |
| Magnus Financial Group LLC | History | Reduced | 148,246 | 246 | 0.02% | 0.03% | 40 | -16,000 | -9.74% | Q4 2025 | Jan 07, 2026 |
| UBS Group AG | History | Added to | 144,241 | 239 | 0.0% | 0.0% | 41 | +87,799 | 155.56% | Q4 2025 | Jan 29, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 136,530 | 227 | 0.0% | 0.0% | 42 | +54,370 | 66.18% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | Added to | 133,796 | 222 | 0.02% | 0.02% | 43 | +25,148 | 23.15% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 133,694 | 221 | 0.01% | — | 44 | +133,694 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 102,550 | 169 | 0.0% | 0.0% | 45 | -5,470 | -5.06% | Q4 2025 | Feb 12, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 88,749 | 147 | 0.06% | — | 46 | +88,749 | New | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Reduced | 89,072 | 147 | 0.0% | 0.01% | 47 | -9,606 | -9.73% | Q4 2025 | Feb 06, 2026 |
| Brevan Howard Capital Management LP | History | New | 88,071 | 146 | 0.0% | — | 48 | +88,071 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 83,988 | 139 | 0.0% | 0.0% | 49 | +62,758 | 295.61% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 76,196 | 126 | 0.02% | 0.03% | 50 | -785 | -1.02% | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | Reduced | 74,322 | 123 | 0.06% | 0.12% | 51 | -30,683 | -29.22% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 59,018 | 97 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 53,400 | 88 | 0.0% | 0.0% | 53 | +700 | 1.33% | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | No change | 42,223 | 70 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 41,768 | 69 | 0.0% | — | 55 | +41,768 | New | Q4 2025 | Jan 09, 2026 |
| Caprock Group, LLC | History | Added to | 35,000 | 58 | 0.0% | 0.0% | 57 | +10,000 | 40.0% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,346 | 58 | 0.0% | 0.0% | 56 | -1,075 | -2.95% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 33,044 | 54 | 0.0% | 0.0% | 58 | -2,169 | -6.16% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Reduced | 30,114 | 49 | 0.0% | 0.0% | 59 | -11,000 | -26.75% | Q4 2025 | Mar 09, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 27,394 | 45 | 0.0% | 0.0% | 60 | -4,019 | -12.79% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 25,563 | 42 | 0.0% | 0.0% | 61 | -3,925 | -13.31% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 24,645 | 41 | 0.0% | — | 62 | +24,645 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 25,280 | 41 | 0.0% | 0.0% | 63 | -12,418 | -32.94% | Q4 2025 | Feb 11, 2026 |
| Hilton Capital Management, LLC | History | No change | 24,634 | 40 | 0.0% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FSM Wealth Advisors, LLC | History | New | 20,000 | 33 | 0.0% | — | 66 | +20,000 | New | Q4 2025 | Jan 23, 2026 |
| PFG Investments, LLC | History | Added to | 20,000 | 33 | 0.0% | 0.0% | 67 | +7,000 | 53.85% | Q4 2025 | Jan 26, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 20,000 | 33 | 0.01% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EntryPoint Capital, LLC | History | No change | 18,271 | 30 | 0.01% | 0.02% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 14,526 | 24 | 0.0% | — | 69 | +14,526 | New | Q4 2025 | Feb 18, 2026 |
| StoneX Group Inc. | History | New | 13,376 | 22 | 0.0% | — | 70 | +13,376 | New | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 11,136 | 18 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 10,436 | 17 | 0.0% | — | 73 | +10,436 | New | Q4 2025 | Mar 03, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 10,630 | 17 | 0.0% | 0.01% | 72 | -1,279 | -10.74% | Q4 2025 | Jan 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 10,000 | 16 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 10,040 | 16 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PFS Partners, LLC | History | Added to | 9,000 | 14 | 0.01% | 0.01% | 76 | +3,000 | 50.0% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,821 | 12 | 0.0% | 0.0% | 77 | +1,120 | 16.71% | Q4 2025 | Feb 17, 2026 |
| Security National Bank | History | Added to | 6,445 | 10 | 0.0% | 0.0% | 78 | +5,870 | 1020.87% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,459 | 10 | 0.0% | 0.0% | 79 | +1,785 | 38.19% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,263 | 5 | 0.0% | 0.0% | 80 | +746 | 29.64% | Q4 2025 | Feb 18, 2026 |
| Quantbot Technologies LP | History | New | 2,544 | 4 | 0.0% | — | 81 | +2,544 | New | Q4 2025 | Feb 10, 2026 |
| HighMark Wealth Management LLC | History | No change | 3,000 | 4 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 2,900 | 4 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | No change | 1,900 | 3 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DV Trading LLC | History | New | 1,400 | 2 | 0.0% | — | 86 | +1,400 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,260 | 2 | 0.0% | 0.0% | 85 | +1,066 | 549.48% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 1,000 | 1 | 0.0% | — | 88 | +1,000 | New | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 880 | 1 | 0.0% | — | 87 | +670 | 319.05% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 989 | 1 | 0.0% | 0.0% | 89 | +130 | 15.13% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 1,180 | 1 | 0.0% | 0.0% | 90 | +130 | 12.38% | Q4 2025 | Feb 06, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 1,015 | 1 | 0.0% | 0.0% | 91 | +15 | 1.5% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 802 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -194,304 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Connective Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -149,849 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -120,576 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,238 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,894 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -55,762 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -51,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -17,814 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 60 | 0 | — | 0.0% | — | -17,611 | -99.66% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,323 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -12,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,863 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,013 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -5,374 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,684 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Horrell Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 200 | 0 | — | 0.0% | — | -260 | -56.52% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2025 | Nov 18, 2025 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2025 | Oct 08, 2025 |
| ASSETMARK, INC | History | Reduced | 24 | 0 | — | — | — | -111 | -82.22% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 95 | 0 | — | — | — | +95 | New | Q4 2025 | Jan 21, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHP Wealth Management | History | New | 47 | 0 | — | — | — | +47 | New | Q4 2025 | Mar 04, 2026 |
| SageView Advisory Group, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Financial Perspectives, Inc | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Olistico Wealth, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 290 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clean Yield Group | History | No change | 222 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Friedenthal Financial | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Darwin Wealth Management, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quaker Wealth Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 183 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Addison Advisors LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 600 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aventura Private Wealth, LLC | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |