DBX ETF TRUST - SNPE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 4,626,330 | 288,914 | 0.02% | 0.02% | 1 | -527,279 | -10.23% | Q4 2025 | Feb 11, 2026 |
| SUN LIFE FINANCIAL INC | History | Added to | 3,857,067 | 240,874 | 12.64% | 10.44% | 2 | +445,101 | 13.05% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 3,618,867 | 225,998 | 0.01% | 0.01% | 3 | -111,376 | -2.99% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 961,706 | 60,058 | 1.68% | 0.92% | 4 | +716,875 | 292.8% | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 929,600 | 58,053 | 0.16% | 0.21% | 5 | -200,000 | -17.71% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 865,727 | 54,065 | 0.01% | — | 6 | +865,727 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 522,496 | 32,629 | 0.01% | 0.01% | 7 | -701 | -0.13% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 509,825 | 31,838 | 0.01% | 0.0% | 8 | +2,875 | 0.57% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 437,773 | 27,340 | 0.01% | 0.01% | 9 | +4,622 | 1.07% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 308,994 | 19,296 | 0.01% | 0.01% | 10 | -16,104 | -4.95% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 292,997 | 18,297 | 0.0% | 0.0% | 11 | +37,795 | 14.81% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 250,282 | 15,630 | 0.05% | 0.05% | 12 | -1,573 | -0.62% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 178,292 | 11,134 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 161,006 | 10,054 | 1.28% | 1.35% | 14 | -10,460 | -6.1% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 144,590 | 9,029 | 0.0% | 0.0% | 15 | +12,080 | 9.12% | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 129,232 | 8,070 | 0.0% | 0.0% | 16 | -169 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 120,788 | 7,543 | 0.06% | 0.06% | 17 | +31,242 | 34.89% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Reduced | 109,105 | 6,861 | 0.09% | 0.09% | 18 | -7,957 | -6.8% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 104,332 | 6,515 | 0.04% | 0.04% | 19 | -1,566 | -1.48% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 98,259 | 6,136 | 0.0% | 0.0% | 20 | -3,823 | -3.75% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 59,921 | 3,742 | 0.01% | 0.01% | 21 | -9,082 | -13.16% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 56,725 | 3,542 | 0.0% | 0.0% | 22 | -1,219 | -2.1% | Q4 2025 | Feb 10, 2026 |
| GenWealth Group, Inc. | History | Reduced | 50,368 | 3,188 | 0.54% | 0.58% | 23 | -1,449 | -2.8% | Q4 2025 | Jan 12, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 50,193 | 3,134 | 0.43% | 0.93% | 24 | -733 | -1.44% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 47,565 | 2,970 | 0.33% | 0.33% | 25 | -1,198 | -2.46% | Q4 2025 | Jan 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,774 | 2,671 | 0.0% | 0.0% | 26 | +11,539 | 36.94% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 40,539 | 2,531 | 0.03% | 0.03% | 27 | -2,546 | -5.91% | Q4 2025 | Jan 20, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 38,735 | 2,419 | 0.9% | 0.89% | 28 | +195 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 37,989 | 2,372 | 0.08% | — | 29 | +37,989 | New | Q4 2025 | Jan 09, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 34,155 | 2,133 | 4.58% | 4.16% | 30 | +137 | 0.4% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 32,027 | 2,000 | 0.06% | 0.06% | 31 | +98 | 0.31% | Q4 2025 | Jan 06, 2026 |
| Allworth Financial LP | History | New | 31,151 | 1,945 | 0.01% | — | 32 | +31,151 | New | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 30,122 | 1,881 | 0.21% | 0.24% | 33 | -53 | -0.18% | Q4 2025 | Feb 11, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 29,576 | 1,847 | 0.14% | 0.13% | 34 | -1,472 | -4.74% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,160 | 1,758 | 0.06% | 0.08% | 35 | +241 | 0.86% | Q4 2025 | Jan 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 26,497 | 1,654 | 0.08% | 0.08% | 36 | +45 | 0.17% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 26,466 | 1,652 | 0.03% | 0.03% | 37 | +2,755 | 11.62% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL PLC | History | No change | 25,000 | 1,561 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | Reduced | 24,034 | 1,500 | 0.05% | 0.05% | 39 | -4,186 | -14.83% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,671 | 1,478 | 0.0% | 0.0% | 40 | -1,613 | -6.38% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 23,500 | 1,467 | 0.0% | 0.0% | 41 | +9,200 | 64.34% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,462 | 1,465 | 0.0% | — | 42 | +23,462 | New | Q4 2025 | Feb 17, 2026 |
| Warner Group LLC | History | Reduced | 20,475 | 1,278 | 0.79% | 0.85% | 43 | -140 | -0.68% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 18,185 | 1,142 | 0.0% | 0.0% | 44 | +3,229 | 21.59% | Q4 2025 | Feb 05, 2026 |
| Balance Wealth, LLC | History | Reduced | 17,596 | 1,098 | 0.35% | 0.26% | 45 | -253 | -1.42% | Q4 2025 | Jan 21, 2026 |
| GTS SECURITIES LLC | History | New | 17,549 | 1,095 | 0.04% | — | 46 | +17,549 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | No change | 16,165 | 1,009 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,786 | 999 | 0.0% | 0.0% | 48 | +108 | 0.69% | Q4 2025 | Jan 08, 2026 |
| Mason & Associates Inc | History | No change | 14,927 | 932 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sonoma Allocations LLC | History | Reduced | 14,382 | 918 | 0.3% | 0.32% | 50 | -455 | -3.07% | Q4 2025 | Feb 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,529 | 844 | 0.01% | 0.01% | 51 | -641 | -4.52% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,502 | 843 | 0.0% | 0.0% | 52 | +256 | 1.93% | Q4 2025 | Feb 13, 2026 |
| Heirloom Wealth Management | History | Added to | 13,271 | 828 | 0.19% | 0.12% | 53 | +4,975 | 59.97% | Q4 2025 | Jan 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 12,323 | 769 | 0.0% | — | 54 | +12,323 | New | Q4 2025 | Feb 13, 2026 |
| Goldstein Advisors, LLC | History | Added to | 11,078 | 691 | 0.08% | 0.08% | 55 | +735 | 7.11% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,202 | 637 | 0.02% | 0.01% | 56 | +6,749 | 195.45% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10,042 | 627 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PALLADIEM, LLC | History | New | 9,326 | 582 | 0.55% | — | 58 | +9,326 | New | Q4 2025 | Feb 11, 2026 |
| NEPC LLC | History | No change | 9,245 | 577 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 9,184 | 573 | 0.03% | 0.03% | 60 | +926 | 11.21% | Q4 2025 | Jan 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9,162 | 572 | 0.01% | 0.01% | 61 | +352 | 4.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 8,541 | 533 | 0.0% | 0.0% | 62 | +868 | 11.31% | Q4 2025 | Feb 17, 2026 |
| Veridan Wealth LLC | History | Reduced | 7,643 | 477 | 0.16% | 0.16% | 63 | -185 | -2.36% | Q4 2025 | Feb 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 7,453 | 465 | 0.02% | 0.02% | 64 | -113 | -1.49% | Q4 2025 | Feb 13, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 7,295 | 455 | 0.1% | 0.09% | 65 | +437 | 6.37% | Q4 2025 | Feb 05, 2026 |
| Weinberger Asset Management, Inc | History | New | 6,565 | 409 | 0.15% | — | 66 | +6,565 | New | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,085 | 380 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Corundum Group, Inc. | History | New | 5,799 | 362 | 0.12% | — | 68 | +5,799 | New | Q4 2025 | Jan 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 5,420 | 338 | 0.01% | 0.01% | 69 | +1,170 | 27.53% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,335 | 333 | 0.0% | 0.0% | 70 | +92 | 1.75% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,184 | 324 | 0.0% | 0.0% | 71 | -3,512 | -40.39% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,013 | 313 | 0.04% | — | 72 | +5,013 | New | Q4 2025 | Feb 17, 2026 |
| LJI Wealth Management, LLC | History | Added to | 4,752 | 296 | 0.05% | 0.05% | 73 | +24 | 0.51% | Q4 2025 | Feb 03, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 4,697 | 293 | 0.16% | 0.16% | 74 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| RFG Advisory, LLC | History | New | 4,584 | 286 | 0.01% | — | 75 | +4,584 | New | Q4 2025 | Feb 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,570 | 285 | 0.01% | — | 77 | +4,570 | New | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,569 | 285 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PFG Investments, LLC | History | Reduced | 4,495 | 280 | 0.01% | 0.01% | 78 | -9 | -0.2% | Q4 2025 | Jan 26, 2026 |
| ABOUND FINANCIAL, LLC | History | Added to | 4,496 | 280 | 0.11% | 0.11% | 79 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,393 | 274 | 0.0% | 0.0% | 80 | +9 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,359 | 272 | 0.0% | 0.0% | 81 | +4,092 | 1532.58% | Q4 2025 | Mar 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,076 | 254 | 0.0% | 0.0% | 82 | +10 | 0.25% | Q4 2025 | Feb 12, 2026 |
| WEST BANCORPORATION INC | History | No change | 4,035 | 251 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 3,773 | 235 | 0.01% | 0.01% | 84 | -22 | -0.58% | Q4 2025 | Jan 07, 2026 |
| Ethic Inc. | History | No change | 3,696 | 230 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ellevest, Inc. | History | No change | 3,649 | 227 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | New | 3,562 | 222 | 0.0% | — | 87 | +3,562 | New | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | New | 3,269 | 204 | 0.01% | — | 88 | +3,269 | New | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | New | 3,238 | 202 | 0.0% | — | 89 | +3,238 | New | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 3,178 | 198 | 0.04% | 0.04% | 90 | -41 | -1.27% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,500 | 156 | 0.0% | 0.0% | 91 | -13,500 | -84.38% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,385 | 148 | 0.01% | 0.01% | 92 | +3 | 0.13% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,200 | 137 | 0.0% | 0.01% | 93 | -101,000 | -97.87% | Q4 2025 | Feb 17, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,985 | 123 | 0.05% | 0.05% | 94 | +6 | 0.3% | Q4 2025 | Feb 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 1,969 | 122 | 0.09% | 0.1% | 96 | -58 | -2.86% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,955 | 122 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,894 | 118 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Jupiter Wealth Management LLC | History | Reduced | 1,737 | 109 | 0.05% | 0.1% | 98 | -1,887 | -52.07% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 1,661 | 103 | 0.0% | 0.0% | 99 | -1,353 | -44.89% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,617 | 100 | 0.0% | 0.0% | 100 | +223 | 16.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,424 | 88 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| First Pacific Financial | History | Added to | 1,172 | 73 | 0.01% | 0.01% | 102 | +4 | 0.34% | Q4 2025 | Jan 16, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 1,068 | 66 | 0.02% | 0.02% | 103 | +509 | 91.06% | Q4 2025 | Feb 12, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 941 | 58 | 0.03% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 855 | 53 | 0.0% | 0.0% | 105 | +135 | 18.75% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | No change | 628 | 39 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 387 | 24 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | No change | 350 | 21 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 278 | 17 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 252 | 15 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 235 | 14 | 0.0% | — | 111 | +235 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 187 | 11 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | New | 170 | 10 | 0.0% | — | 114 | +170 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 171 | 10 | 0.0% | 0.0% | 113 | -60 | -25.97% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | New | 136 | 8 | 0.0% | — | 115 | +136 | New | Q4 2025 | Jan 29, 2026 |
| Millstone Evans Group, LLC | History | Added to | 131 | 8 | 0.0% | 0.0% | 116 | +113 | 627.78% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | New | 50 | 3 | 0.0% | — | 117 | +50 | New | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 45 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WPG Advisers, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -91,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -56,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IMPACTfolio, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -33,020 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,568 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,818 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,255 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 17, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |