SOUTH PLAINS FINANCIAL, INC. - SPFI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,216,582 | 47,203 | 0.0% | 0.0% | 1 | +2,937 | 0.24% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 726,222 | 28,177 | 0.0% | 0.0% | 2 | +19,894 | 2.82% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 451,825 | 17,531 | 0.0% | 0.0% | 3 | -29,012 | -6.03% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 437,995 | 16,994 | 0.0% | 0.0% | 4 | +57,008 | 14.96% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 389,424 | 15,098 | 0.02% | 0.03% | 5 | +16,583 | 4.45% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 377,988 | 14,665 | 0.01% | 0.01% | 6 | +30,347 | 8.73% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 293,340 | 11,383 | 0.0% | 0.0% | 7 | +2,029 | 0.7% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 289,807 | 11,244 | 0.0% | 0.0% | 8 | -944 | -0.32% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 181,463 | 7,040 | 0.15% | 0.14% | 9 | +8,749 | 5.07% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 130,642 | 5,068 | 0.03% | — | 10 | +130,642 | New | Q4 2025 | Feb 05, 2026 |
| Polaris Capital Management, LLC | History | Reduced | 121,000 | 4,694 | 0.39% | 0.33% | 11 | -10,500 | -7.98% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 112,227 | 4,354 | 0.0% | 0.0% | 12 | -5,693 | -4.83% | Q4 2025 | Feb 17, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 106,782 | 4,143 | 0.08% | 0.06% | 13 | +26,767 | 33.45% | Q4 2025 | Jan 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 104,044 | 4,036 | 0.0% | 0.0% | 14 | -76 | -0.07% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 94,946 | 3,683 | 0.0% | 0.0% | 15 | +14,878 | 18.58% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 91,763 | 3,560 | 0.06% | 0.03% | 16 | +8,749 | 10.54% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 90,124 | 3,496 | 0.0% | 0.0% | 17 | +13,332 | 17.36% | Q4 2025 | Feb 17, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | History | No change | 81,373 | 3,157 | 2.92% | 3.02% | 18 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 75,700 | 2,937 | 0.0% | 0.0% | 19 | -1,200 | -1.56% | Q4 2025 | Feb 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 72,134 | 2,798 | 0.01% | 0.01% | 20 | +29,509 | 69.23% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 71,323 | 2,767 | 0.0% | 0.0% | 21 | +26,042 | 57.51% | Q4 2025 | Mar 25, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 65,747 | 2,550 | 0.11% | 0.12% | 22 | -3,217 | -4.66% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | Added to | 62,057 | 2,407 | 0.0% | 0.0% | 23 | +24,508 | 65.27% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 59,800 | 2,320 | 0.0% | 0.01% | 24 | -9,200 | -13.33% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 53,987 | 2,094 | 0.0% | 0.0% | 25 | -2,595 | -4.59% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 52,872 | 2,051 | 0.0% | 0.0% | 26 | +23,882 | 82.38% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 51,865 | 2,012 | 0.0% | 0.0% | 27 | -19,768 | -27.6% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 49,711 | 1,928 | 0.0% | 0.0% | 28 | -1,638 | -3.19% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 47,861 | 1,857 | 0.0% | 0.0% | 29 | +1,487 | 3.21% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 44,919 | 1,742 | 0.0% | 0.0% | 30 | -1,584 | -3.41% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 39,780 | 1,543 | 0.0% | 0.0% | 31 | -1,826 | -4.39% | Q4 2025 | Feb 17, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | Reduced | 39,491 | 1,532 | 1.26% | 1.31% | 32 | -2,524 | -6.01% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 37,843 | 1,468 | 0.01% | — | 33 | +37,843 | New | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 37,309 | 1,447 | 0.04% | 0.04% | 34 | -1,478 | -3.81% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 25,633 | 994 | 0.0% | 0.0% | 35 | +800 | 3.22% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 23,935 | 928 | 0.0% | 0.0% | 36 | +3 | 0.01% | Q4 2025 | Feb 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 23,588 | 915 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 23,442 | 909 | 0.0% | 0.0% | 38 | +868 | 3.85% | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 22,630 | 878 | 0.5% | 0.51% | 39 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SALZHAUER MICHAEL | History | Added to | 22,546 | 874 | 0.36% | 0.18% | 40 | +3,838 | 20.52% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 22,432 | 870 | 0.0% | 0.0% | 41 | +303 | 1.37% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 21,215 | 823 | 0.0% | — | 42 | +21,215 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 20,728 | 804 | 0.0% | 0.0% | 43 | +9,377 | 82.61% | Q4 2025 | Jan 29, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 18,772 | 728 | 0.01% | 0.01% | 44 | -244 | -1.28% | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | Reduced | 17,990 | 698 | 0.0% | 0.0% | 45 | -1,756 | -8.89% | Q4 2025 | Feb 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 17,734 | 688 | 0.0% | 0.0% | 46 | +226 | 1.29% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 17,357 | 673 | 0.0% | 0.0% | 47 | +151 | 0.88% | Q4 2025 | Mar 20, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 17,306 | 671 | 0.0% | 0.0% | 48 | -2,880 | -14.27% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,949 | 657 | 0.0% | 0.0% | 49 | +4,775 | 39.22% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 16,921 | 656 | 0.0% | 0.0% | 50 | +199 | 1.19% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | No change | 16,492 | 639 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 15,784 | 612 | 0.0% | 0.0% | 52 | +2,080 | 15.18% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,526 | 602 | 0.0% | 0.0% | 53 | +4,560 | 41.58% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 14,900 | 578 | 0.0% | 0.0% | 54 | -400 | -2.61% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 13,442 | 521 | 0.0% | 0.0% | 55 | +7,186 | 114.87% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 14,385 | 519 | 0.0% | 0.0% | 56 | +4,610 | 47.16% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 12,868 | 499 | 0.0% | 0.0% | 57 | +1,426 | 12.46% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | No change | 12,172 | 472 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 11,630 | 451 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,405 | 442 | 0.0% | 0.0% | 60 | +4,708 | 70.3% | Q4 2025 | Feb 10, 2026 |
| Voleon Capital Management LP | History | New | 11,330 | 439 | 0.01% | — | 61 | +11,330 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 11,141 | 432 | 0.0% | 0.0% | 62 | +804 | 7.78% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 9,900 | 384 | 0.0% | — | 63 | +9,900 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,865 | 382 | 0.01% | 0.01% | 65 | -146 | -1.46% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 9,870 | 382 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 8,902 | 345 | 0.0% | 0.0% | 66 | -1,322 | -12.93% | Q4 2025 | Jan 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 8,908 | 345 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 8,800 | 341 | 0.0% | — | 68 | +8,800 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,787 | 302 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 7,667 | 298 | 0.0% | 0.0% | 70 | +844 | 12.37% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,570 | 293 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 7,507 | 291 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 7,366 | 285 | 0.03% | 0.03% | 73 | +10 | 0.14% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 7,213 | 279 | 0.0% | — | 74 | +7,213 | New | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | Reduced | 6,969 | 270 | 0.0% | 0.0% | 75 | -909 | -11.54% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | Reduced | 6,848 | 265 | 0.13% | 0.2% | 76 | -2,500 | -26.74% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,382 | 247 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,202 | 240 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | New | 6,130 | 237 | 0.01% | — | 79 | +6,130 | New | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,994 | 232 | 0.0% | 0.0% | 80 | +56 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 5,927 | 229 | 0.0% | — | 81 | +5,927 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,887 | 228 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 5,842 | 226 | 0.02% | 0.03% | 83 | +234 | 4.17% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,600 | 217 | 0.0% | 0.0% | 84 | -519 | -8.48% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | New | 5,444 | 211 | 0.0% | — | 85 | +5,444 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 5,386 | 208 | 0.0% | — | 86 | +5,386 | New | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 5,027 | 195 | 0.0% | 0.0% | 87 | +1,202 | 31.42% | Q4 2025 | Jan 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,375 | 169 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,122 | 159 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,024 | 156 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,570 | 138 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 3,328 | 129 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,900 | 112 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 2,753 | 107 | 0.0% | 0.0% | 94 | +634 | 29.92% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 2,671 | 103 | 0.0% | 0.0% | 95 | -36,467 | -93.18% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,400 | 93 | 0.0% | 0.0% | 96 | -530 | -18.09% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 1,571 | 60 | 0.0% | 0.0% | 97 | +913 | 138.75% | Q4 2025 | Jan 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,486 | 57 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,206 | 46 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 572 | 22 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 487 | 18 | 0.0% | 0.0% | 101 | -8 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 462 | 17 | 0.0% | 0.01% | 102 | -1,092 | -70.27% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 404 | 16 | 0.0% | 0.0% | 103 | -2 | -0.49% | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 424 | 16 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ROYAL BANK OF CANADA | History | New | 375 | 15 | 0.0% | — | 105 | +375 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 325 | 12 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 302 | 11 | 0.0% | 0.0% | 107 | -108 | -26.34% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 232 | 9 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 182 | 7 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 146 | 5 | 0.0% | — | 110 | +146 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 104 | 4 | 0.0% | 0.0% | 111 | +57 | 121.28% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 112 | 4 | 0.0% | 0.0% | 112 | -32 | -22.22% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 116 | 4 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 3 | 0.0% | — | 114 | +100 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 96 | 3 | 0.0% | 0.0% | 115 | -30 | -23.81% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | No change | 71 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | New | 29 | 1 | 0.0% | — | 117 | +29 | New | Q4 2025 | Jan 23, 2026 |
| PROSPECTOR PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -33,340 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,474 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,347 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Nov 05, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Mar 16, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |