Virgin Galactic Holdings, Inc - SPCE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,995,245 | 16,034 | 0.0% | 0.0% | 1 | +1,736,954 | 53.31% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 4,042,400 | 12,976 | 0.1% | 0.17% | 2 | -1,887,600 | -31.83% | Q4 2025 | Feb 02, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,965,168 | 9,518 | 0.0% | 0.0% | 3 | +623,142 | 26.61% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,664,521 | 5,343 | 0.0% | 0.0% | 4 | +769,893 | 86.06% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,525,264 | 4,896 | 0.0% | 0.0% | 5 | -219,673 | -12.59% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 1,177,900 | 3,781 | 0.0% | 0.0% | 6 | -173,200 | -12.82% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 1,145,351 | 3,676 | 0.0% | 0.0% | 7 | +521,081 | 83.47% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 1,124,266 | 3,608 | 0.0% | 0.0% | 8 | +402,779 | 55.83% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 939,900 | 3,017 | 0.01% | 0.01% | 9 | -174,200 | -15.64% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Added to | 802,500 | 2,576 | 0.0% | 0.0% | 10 | +230,300 | 40.25% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 727,289 | 2,334 | 0.0% | 0.0% | 11 | +169,725 | 30.44% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 727,021 | 2,334 | 0.0% | 0.0% | 12 | +133,438 | 22.48% | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 706,312 | 2,267 | 0.0% | 0.0% | 13 | +686,312 | 3431.56% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 596,703 | 1,915 | 0.0% | 0.0% | 14 | -238,615 | -28.57% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 573,296 | 1,840 | 0.0% | 0.0% | 15 | +343,444 | 149.42% | Q4 2025 | Mar 25, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 479,789 | 1,540 | 0.0% | 0.0% | 16 | +260,594 | 118.89% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 406,715 | 1,305 | 0.0% | 0.0% | 17 | +117,136 | 40.45% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 406,294 | 1,304 | 0.0% | 0.0% | 18 | +140,537 | 52.88% | Q4 2025 | Feb 19, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 312,275 | 1,002 | 0.0% | 0.01% | 19 | -1,448,825 | -82.27% | Q4 2025 | Feb 17, 2026 |
| Once Capital Management, LLC | History | New | 300,000 | 963 | 0.2% | — | 20 | +300,000 | New | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Added to | 285,833 | 917 | 0.0% | 0.0% | 21 | +1,434 | 0.5% | Q4 2025 | Feb 13, 2026 |
| 683 Capital Management, LLC | History | New | 280,160 | 899 | 0.04% | — | 22 | +280,160 | New | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 262,862 | 843 | 0.01% | 0.02% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 234,700 | 753 | 0.02% | 0.09% | 24 | -1,163,800 | -83.22% | Q4 2025 | Feb 17, 2026 |
| Shaolin Capital Management LLC | History | New | 214,633 | 688 | 0.02% | — | 25 | +214,633 | New | Q4 2025 | Feb 17, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 200,000 | 642 | 0.05% | — | 26 | +200,000 | New | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 198,510 | 637 | 0.01% | 0.01% | 27 | +65,048 | 48.74% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 176,240 | 565 | 0.0% | 0.0% | 28 | +175,765 | 37003.16% | Q4 2025 | Feb 12, 2026 |
| DeepCurrents Investment Group LLC | History | Reduced | 1,584 | 508 | 0.02% | 0.02% | 29 | -442 | -21.82% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 153,420 | 492 | 0.0% | 0.0% | 30 | +153,100 | 47843.75% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 142,644 | 457 | 0.0% | 0.0% | 31 | +21,174 | 17.43% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 140,419 | 450 | 0.0% | 0.0% | 32 | +11,660 | 9.06% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 139,702 | 448 | 0.0% | 0.0% | 33 | +79,088 | 130.48% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 132,342 | 424 | 0.11% | 0.1% | 34 | +32,330 | 32.33% | Q4 2025 | Feb 10, 2026 |
| RBF Capital, LLC | History | New | 131,664 | 422 | 0.02% | — | 35 | +131,664 | New | Q4 2025 | Feb 17, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 114,800 | 368 | 0.0% | — | 36 | +114,800 | New | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | Added to | 113,035 | 362 | 0.03% | 0.02% | 37 | +53,864 | 91.03% | Q4 2025 | Feb 04, 2026 |
| Crawford Fund Management, LLC | History | Added to | 108,000 | 346 | 0.05% | 0.03% | 38 | +54,500 | 101.87% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,674 | 326 | 0.0% | 0.0% | 39 | -10,934 | -80.35% | Q4 2025 | Feb 10, 2026 |
| Hudson Bay Capital Management LP | History | New | 90,633 | 290 | 0.0% | — | 40 | +90,633 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 88,800 | 285 | 0.0% | 0.0% | 41 | -42,155 | -32.19% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 83,329 | 267 | 0.0% | 0.0% | 42 | +68,566 | 464.44% | Q4 2025 | Feb 13, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 63,800 | 204 | 0.0% | 0.03% | 43 | -40,000 | -38.54% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 27,347 | 172 | 0.0% | 0.0% | 44 | -466,216 | -94.46% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 51,580 | 165 | 0.0% | 0.0% | 45 | +20,990 | 68.62% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 48,325 | 155 | 0.0% | 0.0% | 46 | +25,323 | 110.09% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 45,000 | 144 | 0.0% | 0.0% | 47 | +19,750 | 78.22% | Q4 2025 | Feb 02, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 45,000 | 144 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 44,309 | 142 | 0.0% | 0.0% | 49 | +16,802 | 61.08% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 40,252 | 129 | 0.0% | — | 50 | +40,252 | New | Q4 2025 | Feb 23, 2026 |
| Cetera Investment Advisers | History | Added to | 39,257 | 126 | 0.0% | 0.0% | 51 | +190 | 0.49% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 35,520 | 114 | 0.0% | — | 52 | +35,520 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 32,497 | 104 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 29,844 | 95 | 0.0% | 0.0% | 54 | -11,647 | -28.07% | Q4 2025 | Feb 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 28,140 | 91 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 28,112 | 90 | 0.0% | 0.0% | 56 | -2,639 | -8.58% | Q4 2025 | Feb 11, 2026 |
| Daiwa Securities Group Inc. | History | New | 26,800 | 86 | 0.0% | — | 57 | +26,800 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 26,753 | 85 | 0.0% | 0.0% | 58 | +9,674 | 56.64% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 26,090 | 83 | 0.0% | 0.02% | 59 | -79,311 | -75.25% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,171 | 80 | 0.0% | 0.0% | 60 | -250 | -0.98% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 24,407 | 78 | 0.0% | — | 61 | +24,407 | New | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | No change | 22,100 | 70 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 21,292 | 68 | 0.02% | — | 63 | +21,292 | New | Q4 2025 | Mar 03, 2026 |
| Jump Financial, LLC | History | New | 21,047 | 67 | 0.0% | — | 64 | +21,047 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,835 | 57 | 0.0% | 0.0% | 65 | +1,098 | 6.56% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 16,519 | 53 | 0.01% | 0.02% | 66 | -23,701 | -58.93% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 16,615 | 52 | 0.0% | — | 67 | +16,615 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16,161 | 51 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 15,032 | 48 | 0.0% | — | 69 | +15,032 | New | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 12,915 | 41 | 0.0% | 0.0% | 70 | +347 | 2.76% | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 12,300 | 39 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,812 | 34 | 0.0% | 0.0% | 72 | -2,293 | -17.5% | Q4 2025 | Jan 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 10,206 | 32 | 0.0% | — | 74 | +10,206 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS | History | No change | 9,710 | 32 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 7,794 | 25 | 0.0% | 0.0% | 75 | -5,114 | -39.62% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | New | 6,906 | 22 | 0.0% | — | 76 | +6,906 | New | Q4 2025 | Jan 07, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 5,950 | 19 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Leonteq Securities AG | History | Reduced | 3,684 | 11 | 0.0% | 0.0% | 78 | -291 | -7.32% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,076 | 9 | 0.0% | 0.0% | 80 | -196 | -5.99% | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,000 | 9 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 2,325 | 7 | 0.0% | — | 83 | +2,325 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,247 | 7 | 0.0% | — | 82 | +2,247 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,325 | 7 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,792 | 6 | 0.0% | — | 84 | +1,792 | New | Q4 2025 | Feb 17, 2026 |
| Intesa Sanpaolo S.p.A. | History | New | 1,671 | 5 | 0.0% | — | 85 | +1,671 | New | Q4 2025 | Feb 17, 2026 |
| Hurley Capital, LLC | History | Added to | 1,305 | 4 | 0.0% | 0.0% | 87 | +1,222 | 1472.29% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,267 | 4 | 0.0% | 0.0% | 86 | +185 | 17.1% | Q4 2025 | Feb 09, 2026 |
| Activest Wealth Management | History | No change | 1,500 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,109 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,000 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 616 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 494 | 1 | 0.0% | 0.0% | 93 | -705 | -58.8% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 610 | 1 | 0.0% | — | 97 | +610 | New | Q4 2025 | Jan 21, 2026 |
| DV EQUITIES, LLC | History | New | 556 | 1 | 0.0% | — | 98 | +556 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | New | 556 | 1 | 0.0% | — | 99 | +556 | New | Q4 2025 | Jan 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 373 | 1 | 0.0% | — | 94 | +367 | 6116.67% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 620 | 1 | 0.0% | 0.0% | 92 | -285 | -31.49% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 450 | 1 | 0.0% | 0.0% | 96 | -7 | -1.53% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 351 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.1% | — | -3,000,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,438,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -198,654 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GMT CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -119,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -112,000 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -69,828 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,691 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ursa Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -47,667 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,056 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,971 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,600 | -100.0% | Q3 2025 | Oct 27, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,343 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,066 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.0% | — | -10,828 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,759 | -100.0% | Q3 2025 | Oct 22, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,488 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,104 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,420 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -6,178 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Larson Financial Group LLC | History | Reduced | 125 | 0 | — | 0.0% | — | -4,000 | -96.97% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,327 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,811 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Global Retirement Partners, LLC | History | Reduced | 54 | 0 | — | — | — | -1,000 | -94.88% | Q4 2025 | Feb 06, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -572 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -258 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 187 | 0 | — | — | — | +187 | New | Q4 2025 | Feb 05, 2026 |
| Concord Wealth Partners | History | New | 160 | 0 | — | — | — | +160 | New | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 151 | 0 | — | — | — | +151 | New | Q4 2025 | Feb 05, 2026 |
| Fortitude Family Office, LLC | History | New | 140 | 0 | — | — | — | +140 | New | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 118 | 0 | — | — | — | +118 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -72 | -69.9% | Q4 2025 | Feb 02, 2026 |
| Jessup Wealth Management, Inc | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 11, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MCF Advisors LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 50 | 0 | — | — | — | +30 | 150.0% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Mar 04, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Added to | 34 | 0 | — | — | — | +24 | 240.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 128 | 0 | — | — | — | -12 | -8.57% | Q4 2025 | Jan 08, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIFTH THIRD BANCORP | History | Added to | 22 | 0 | — | — | — | +8 | 57.14% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 17 | 0 | — | — | — | +6 | 54.55% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 79 | 0 | — | — | — | -2 | -2.47% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 33 | 0 | — | — | — | +2 | 6.45% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Jan 12, 2026 |
| Sachetta, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 02, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Jan 12, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| US BANCORP \DE\ | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 165 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MAI Capital Management | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Grove Bank & Trust | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 268 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Truvestments Capital LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFS Advisors, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Archer Investment Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Davis Capital Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GoalVest Advisory LLC | History | No change | 220 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aspect Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Perspectives, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 94 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Raiffeisen Bank International AG | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Graney & King, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |