SUNPOWER CORP - SPWRN
Detailed investor-level table based on 13F positions.
Early Q4 2025 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,626,508 | -100.0% | Q2 2024 | Aug 13, 2024 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,176,820 | -100.0% | Q2 2024 | Aug 14, 2024 |
| VANGUARD GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,338,111 | -100.0% | Q2 2024 | Aug 13, 2024 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -2,342,338 | -100.0% | Q2 2024 | May 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,232,939 | -100.0% | Q2 2024 | Aug 15, 2024 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,067,641 | -100.0% | Q2 2024 | Aug 08, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,065,475 | -100.0% | Q2 2024 | Aug 09, 2024 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,449,432 | -100.0% | Q2 2024 | Aug 14, 2024 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -995,600 | -100.0% | Q2 2024 | Aug 14, 2024 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -916,367 | -100.0% | Q2 2024 | Aug 14, 2024 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -897,038 | -100.0% | Q2 2024 | Aug 14, 2024 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -770,025 | -100.0% | Q2 2024 | Aug 13, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.79% | — | -768,822 | -100.0% | Q2 2024 | Feb 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -704,166 | -100.0% | Q2 2024 | Sep 16, 2024 |
| XTX Topco Ltd | History | New | 658,079 | 0 | — | — | — | +658,079 | New | Q3 2024 | Nov 14, 2024 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -638,794 | -100.0% | Q2 2024 | Jul 25, 2024 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -624,549 | -100.0% | Q2 2024 | Aug 13, 2024 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -579,082 | -100.0% | Q2 2024 | Aug 14, 2024 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -548,834 | -100.0% | Q2 2024 | Aug 14, 2024 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -490,560 | -100.0% | Q2 2024 | Aug 02, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -424,324 | -100.0% | Q2 2024 | Jul 29, 2024 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -421,869 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -371,884 | -100.0% | Q2 2024 | Jul 29, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -368,498 | -100.0% | Q2 2024 | Sep 20, 2024 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -315,648 | -100.0% | Q2 2024 | Aug 01, 2024 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -293,689 | -100.0% | Q2 2024 | Aug 14, 2024 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -271,313 | -100.0% | Q2 2024 | Aug 09, 2024 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -261,500 | -100.0% | Q2 2024 | Aug 14, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -259,900 | -100.0% | Q2 2024 | Aug 13, 2024 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -258,506 | -100.0% | Q2 2024 | Aug 12, 2024 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -246,599 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -234,182 | -100.0% | Q2 2024 | May 29, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -225,914 | -100.0% | Q2 2024 | Aug 14, 2024 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -206,044 | -100.0% | Q2 2024 | Aug 13, 2024 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -201,143 | -100.0% | Q2 2024 | Aug 13, 2024 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -199,772 | -100.0% | Q2 2024 | Aug 13, 2024 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -189,182 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Swiss National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -186,200 | -100.0% | Q2 2024 | Aug 08, 2024 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -172,606 | -100.0% | Q2 2024 | Aug 13, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -169,927 | -100.0% | Q2 2024 | Aug 14, 2024 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -149,097 | -100.0% | Q2 2024 | Aug 14, 2024 |
| SIMPLEX TRADING, LLC | History | Added to | 253,700 | 0 | — | 0.0% | — | +129,116 | 103.64% | Q3 2024 | Nov 08, 2024 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,496 | -100.0% | Q2 2024 | Aug 15, 2024 |
| NORGES BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -114,538 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Swedbank AB | History | Closed out | 0 | 0 | — | 0.0% | — | -105,527 | -100.0% | Q2 2024 | Jul 11, 2024 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97,885 | -100.0% | Q2 2024 | Aug 14, 2024 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -95,960 | -100.0% | Q2 2024 | Aug 13, 2024 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -94,419 | -100.0% | Q2 2024 | Aug 13, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -94,059 | -100.0% | Q2 2024 | Aug 14, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -91,818 | -100.0% | Q2 2024 | Apr 08, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -85,613 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -75,532 | -100.0% | Q2 2024 | Apr 02, 2026 |
| BARCLAYS PLC | History | Added to | 147,496 | 0 | — | 0.0% | — | +74,493 | 102.04% | Q3 2024 | Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -62,144 | -100.0% | Q2 2024 | Aug 13, 2024 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -58,606 | -100.0% | Q2 2024 | Jun 12, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -56,222 | -100.0% | Q2 2024 | Dec 26, 2024 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,760 | -100.0% | Q2 2024 | Aug 13, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,774 | -100.0% | Q2 2024 | Aug 12, 2024 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,544 | -100.0% | Q2 2024 | Aug 13, 2024 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,176 | -100.0% | Q2 2024 | Aug 07, 2024 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -43,353 | -100.0% | Q2 2024 | Nov 06, 2024 |
| Louisiana State Employees Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -43,300 | -100.0% | Q2 2024 | Jul 24, 2024 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -43,000 | -100.0% | Q2 2024 | Aug 13, 2024 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.01% | — | -40,734 | -100.0% | Q2 2024 | Mar 04, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,418 | -100.0% | Q2 2024 | Aug 13, 2024 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -39,883 | -100.0% | Q2 2024 | Aug 22, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -39,873 | -100.0% | Q2 2024 | Aug 12, 2024 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,558 | -100.0% | Q2 2024 | Aug 12, 2024 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,871 | -100.0% | Q2 2024 | Aug 14, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -37,406 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,400 | -100.0% | Q2 2024 | Aug 14, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -35,437 | -100.0% | Q2 2024 | Oct 08, 2025 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,046 | -100.0% | Q2 2024 | Jul 31, 2024 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,449 | -100.0% | Q2 2024 | Aug 14, 2024 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,698 | -100.0% | Q2 2024 | Aug 14, 2024 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -32,144 | -100.0% | Q2 2024 | Aug 15, 2024 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.0% | — | -31,619 | -100.0% | Q2 2024 | Jul 30, 2024 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -31,279 | -100.0% | Q2 2024 | Aug 15, 2024 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,100 | -100.0% | Q2 2024 | Jul 19, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,020 | -100.0% | Q2 2024 | Feb 07, 2025 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,648 | -100.0% | Q2 2024 | Aug 13, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -28,010 | -100.0% | Q2 2024 | Aug 08, 2024 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,586 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -26,496 | -100.0% | Q2 2024 | Aug 05, 2024 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,263 | -100.0% | Q2 2024 | Aug 14, 2024 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,710 | -100.0% | Q2 2024 | Jul 16, 2024 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -24,092 | -100.0% | Q2 2024 | Aug 13, 2024 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,764 | -100.0% | Q2 2024 | Nov 12, 2024 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -20,900 | -100.0% | Q2 2024 | Aug 02, 2024 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,712 | -100.0% | Q2 2024 | Aug 16, 2024 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -18,528 | -100.0% | Q2 2024 | Aug 12, 2024 |
| abrdn plc | History | Closed out | 0 | 0 | — | 0.0% | — | -18,503 | -100.0% | Q2 2024 | Aug 09, 2024 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -18,392 | -100.0% | Q2 2024 | Aug 14, 2024 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -18,167 | -100.0% | Q2 2024 | Aug 14, 2024 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,014 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,010 | -100.0% | Q2 2024 | Aug 13, 2024 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,133 | -100.0% | Q2 2024 | Aug 09, 2024 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,445 | -100.0% | Q2 2024 | Aug 07, 2024 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,190 | -100.0% | Q2 2024 | Jul 12, 2024 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,187 | -100.0% | Q2 2024 | Aug 09, 2024 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -12,760 | -100.0% | Q2 2024 | Aug 01, 2024 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -12,175 | -100.0% | Q2 2024 | Aug 13, 2024 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -11,695 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,625 | -100.0% | Q2 2024 | Nov 14, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,463 | -100.0% | Q2 2024 | Aug 08, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,456 | -100.0% | Q2 2024 | Aug 05, 2024 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,280 | -100.0% | Q2 2024 | Aug 13, 2024 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -10,210 | -100.0% | Q2 2024 | Aug 13, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 75 | 0 | — | 0.0% | — | -9,922 | -99.25% | Q3 2024 | Nov 08, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,823 | -100.0% | Q2 2024 | Aug 16, 2024 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,889 | -100.0% | Q2 2024 | Aug 13, 2024 |
| Millburn Ridgefield Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -2,534 | -100.0% | Q2 2024 | Aug 14, 2024 |
| Catalyst Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,534 | -100.0% | Q2 2024 | Jul 25, 2024 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -1,905 | -98.45% | Q3 2024 | Oct 24, 2024 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,476 | -100.0% | Q2 2024 | Aug 07, 2024 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,072 | -100.0% | Q2 2024 | Jul 22, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q2 2024 | Aug 12, 2024 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -751 | -100.0% | Q2 2024 | Jul 29, 2024 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q2 2024 | Jul 23, 2024 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q2 2024 | Aug 14, 2025 |
| IFP Advisors, Inc | History | Reduced | 76 | 0 | — | 0.0% | — | -558 | -88.01% | Q3 2024 | Feb 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -406 | -100.0% | Q2 2024 | Jul 31, 2024 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -325 | -90.28% | Q3 2024 | Nov 14, 2024 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -300 | -100.0% | Q2 2024 | Nov 12, 2024 |
| MASSMUTUAL TRUST CO FSB/ADV | History | Closed out | 0 | 0 | — | — | — | -280 | -100.0% | Q2 2024 | Jul 02, 2024 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | — | — | -142 | -100.0% | Q2 2024 | Jul 29, 2024 |
| Blue Trust, Inc. | History | New | 48 | 0 | — | — | — | +48 | New | Q3 2024 | Oct 17, 2024 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q2 2024 | Aug 05, 2024 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q2 2024 | Feb 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q2 2024 | Jul 29, 2024 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2024 | Aug 08, 2024 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2024 | Aug 13, 2024 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2024 | Jul 23, 2024 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2024 | Jul 26, 2024 |
| NATIXIS | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2024 | Aug 13, 2024 |
| Farther Finance Advisors, LLC | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q3 2024 | Oct 29, 2024 |