SASOL LTD - SSL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | Reduced | 2,486,086 | 16,184 | 0.0% | 0.0% | 1 | -635,191 | -20.35% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,911,999 | 12,447 | 0.0% | 0.0% | 2 | -10,865 | -0.57% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,341,886 | 8,735 | 0.0% | 0.0% | 3 | +198,064 | 17.32% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,263,500 | 8,225 | 0.0% | 0.0% | 4 | +97,366 | 8.35% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,260,684 | 8,207 | 0.02% | 0.02% | 5 | +369,401 | 41.45% | Q4 2025 | Feb 10, 2026 |
| Voleon Capital Management LP | History | Added to | 1,087,355 | 7,078 | 0.15% | 0.08% | 6 | +592,326 | 119.65% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,069,921 | 6,965 | 0.0% | 0.0% | 7 | -138,520 | -11.46% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 962,444 | 6,265 | 0.01% | 0.01% | 8 | +213,327 | 28.48% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 835,052 | 5,436 | 0.0% | 0.0% | 9 | +285,807 | 52.04% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 772,214 | 5,027 | 0.0% | 0.0% | 10 | +288,953 | 59.79% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 680,048 | 4,426 | 0.0% | 0.0% | 11 | +6,109 | 0.91% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 608,186 | 3,959 | 0.0% | 0.0% | 12 | -417,748 | -40.72% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 583,900 | 3,801 | 0.01% | 0.0% | 13 | +66,900 | 12.94% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 528,540 | 3,440 | 0.0% | 0.0% | 14 | +145,183 | 37.87% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 516,433 | 3,361 | 0.0% | 0.0% | 15 | +296,133 | 134.42% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 476,900 | 3,104 | 0.01% | 0.01% | 16 | -124,200 | -20.66% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 414,492 | 2,698 | 0.0% | 0.0% | 17 | +56,620 | 15.82% | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 359,496 | 2,340 | 0.16% | 0.17% | 18 | -7,700 | -2.1% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 351,976 | 2,291 | 0.0% | 0.0% | 19 | -31,133 | -8.13% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 349,562 | 2,275 | 0.0% | 0.0% | 20 | -58,905 | -14.42% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | New | 279,053 | 1,816 | 0.0% | — | 21 | +279,053 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 232,081 | 1,511 | 0.0% | 0.0% | 22 | +12,830 | 5.85% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 228,987 | 1,490 | 0.0% | 0.0% | 23 | +208,258 | 1004.67% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 210,949 | 1,373 | 0.0% | 0.0% | 24 | -54,377 | -20.49% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 203,859 | 1,327 | 0.01% | 0.01% | 25 | +91,438 | 81.34% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 194,007 | 1,262 | 0.01% | 0.0% | 26 | +182,145 | 1535.53% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 169,513 | 1,103 | 0.0% | 0.0% | 27 | +3,553 | 2.14% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 153,768 | 1,001 | 0.03% | 0.03% | 28 | -105 | -0.07% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 139,123 | 905 | 0.0% | 0.0% | 29 | +37,227 | 36.53% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 134,621 | 876 | 0.0% | — | 30 | +134,621 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 129,395 | 842 | 0.0% | 0.0% | 31 | +12,033 | 10.25% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 118,379 | 770 | 0.0% | 0.0% | 32 | +68,460 | 137.14% | Q4 2025 | Feb 17, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 27,600 | 619 | 0.15% | 0.12% | 33 | -55,021 | -66.59% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 80,870 | 526 | 0.0% | 0.0% | 34 | +5,370 | 7.11% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 69,993 | 455 | 0.01% | 0.0% | 35 | +7,145 | 11.37% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 64,626 | 420 | 0.0% | 0.0% | 36 | -187,749 | -74.39% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Added to | 61,490 | 400 | 0.01% | 0.01% | 37 | +41,174 | 202.67% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 57,253 | 372 | 0.01% | 0.01% | 38 | -12,243 | -17.62% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 47,195 | 307 | 0.0% | — | 39 | +47,195 | New | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | Added to | 46,613 | 303 | 0.0% | 0.0% | 40 | +35,902 | 335.19% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 45,010 | 293 | 0.0% | 0.0% | 41 | +1,802 | 4.17% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 43,359 | 282 | 0.01% | — | 42 | +43,359 | New | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 42,235 | 274 | 0.01% | 0.01% | 43 | -36,182 | -46.14% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 38,442 | 250 | 0.0% | 0.0% | 44 | -15,349 | -28.53% | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | Added to | 37,729 | 245 | 0.0% | 0.0% | 45 | +5,741 | 17.95% | Q4 2025 | Jan 20, 2026 |
| Savant Capital, LLC | History | Reduced | 35,649 | 232 | 0.0% | 0.0% | 46 | -276 | -0.77% | Q4 2025 | Feb 10, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 30,077 | 230 | 0.1% | 0.07% | 47 | +8,610 | 40.11% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 34,334 | 223 | 0.0% | 0.0% | 48 | +2,851 | 9.06% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 32,520 | 211 | 0.0% | — | 49 | +32,520 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 32,287 | 210 | 0.0% | 0.0% | 50 | +5,418 | 20.16% | Q4 2025 | Feb 11, 2026 |
| Marex Group plc | History | New | 30,000 | 195 | 0.0% | — | 51 | +30,000 | New | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 30,526 | 193 | 0.0% | 0.0% | 52 | +3,537 | 13.11% | Q4 2025 | Mar 09, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 29,000 | 188 | 0.02% | — | 53 | +29,000 | New | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 26,278 | 171 | 0.0% | 0.0% | 54 | +536 | 2.08% | Q4 2025 | Feb 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 26,130 | 170 | 0.0% | — | 55 | +26,130 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 25,764 | 167 | 0.0% | 0.0% | 56 | -590 | -2.24% | Q4 2025 | Jan 30, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 24,736 | 161 | 0.0% | 0.0% | 57 | +11,195 | 82.67% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 24,108 | 156 | 0.0% | 0.0% | 58 | -2,102 | -8.02% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 23,166 | 150 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 22,996 | 149 | 0.0% | — | 60 | +22,996 | New | Q4 2025 | Jan 23, 2026 |
| Engineers Gate Manager LP | History | New | 20,891 | 136 | 0.0% | — | 62 | +20,891 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 20,876 | 136 | 0.0% | — | 61 | +20,876 | New | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 21,025 | 136 | 0.0% | 0.0% | 63 | +1,220 | 6.16% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,857 | 135 | 0.0% | 0.0% | 64 | +4,278 | 25.8% | Q4 2025 | Feb 06, 2026 |
| Ballentine Partners, LLC | History | Reduced | 20,590 | 134 | 0.0% | 0.0% | 65 | -727 | -3.41% | Q4 2025 | Feb 03, 2026 |
| Net Worth Advisory Group | History | Reduced | 20,230 | 131 | 0.03% | 0.04% | 66 | -33 | -0.16% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 19,979 | 130 | 0.0% | 0.0% | 67 | +3,474 | 21.05% | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 19,785 | 128 | 0.0% | 0.0% | 68 | +45 | 0.23% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 19,081 | 124 | 0.0% | 0.0% | 69 | +42 | 0.22% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 19,013 | 123 | 0.0% | 0.0% | 70 | -214 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Advisors Preferred, LLC | History | New | 17,524 | 116 | 0.02% | — | 71 | +17,524 | New | Q4 2025 | Feb 02, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 17,160 | 111 | 0.0% | — | 72 | +17,160 | New | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 17,054 | 110 | 0.0% | 0.0% | 73 | -9,443 | -35.64% | Q4 2025 | Feb 10, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 16,395 | 106 | 0.04% | — | 74 | +16,395 | New | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 15,116 | 98 | 0.0% | 0.0% | 75 | +1,036 | 7.36% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | Added to | 14,269 | 92 | 0.01% | 0.01% | 76 | +1,893 | 15.3% | Q4 2025 | Jan 26, 2026 |
| Tuttle Capital Management, LLC | History | New | 13,847 | 90 | 0.2% | — | 77 | +13,847 | New | Q4 2025 | Jan 08, 2026 |
| Quartz Partners, LLC | History | Reduced | 13,800 | 89 | 0.03% | 0.03% | 78 | -137 | -0.98% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,832 | 77 | 0.0% | 0.0% | 79 | +854 | 7.78% | Q4 2025 | Feb 13, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 11,868 | 77 | 0.02% | 0.02% | 80 | +169 | 1.44% | Q4 2025 | Feb 10, 2026 |
| Caprock Group, LLC | History | New | 11,293 | 73 | 0.0% | — | 82 | +11,293 | New | Q4 2025 | Jan 28, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 11,352 | 73 | 0.0% | 0.0% | 81 | +5,808 | 104.76% | Q4 2025 | Feb 11, 2026 |
| DGS Capital Management, LLC | History | New | 10,838 | 70 | 0.01% | — | 84 | +10,838 | New | Q4 2025 | Feb 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 10,813 | 70 | 0.0% | 0.0% | 83 | -9,919 | -47.84% | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | New | 10,348 | 67 | 0.0% | — | 85 | +10,348 | New | Q4 2025 | Feb 19, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,084 | 65 | 0.0% | — | 86 | +10,084 | New | Q4 2025 | Feb 18, 2026 |
| GAMMA Investing LLC | History | Added to | 9,923 | 64 | 0.0% | 0.0% | 87 | +1,286 | 14.89% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,484 | 55 | 0.0% | 0.0% | 88 | -204 | -2.35% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,497 | 48 | 0.0% | 0.0% | 89 | -1,546 | -17.1% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,123 | 39 | 0.0% | 0.0% | 90 | -8,100 | -56.95% | Q4 2025 | Jan 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 6,048 | 39 | 0.01% | 0.01% | 91 | +4,362 | 258.72% | Q4 2025 | Mar 03, 2026 |
| RHUMBLINE ADVISERS | History | No change | 5,785 | 37 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 5,450 | 35 | 0.0% | — | 93 | +5,450 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,706 | 24 | 0.0% | 0.0% | 94 | +2,838 | 326.96% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,411 | 22 | 0.0% | — | 96 | +3,411 | New | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Added to | 3,408 | 22 | 0.0% | 0.0% | 95 | +106 | 3.21% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3,299 | 21 | 0.0% | — | 97 | +3,299 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,016 | 19 | 0.0% | 0.0% | 98 | -557 | -15.59% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 2,725 | 17 | 0.0% | — | 100 | +2,725 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 2,537 | 17 | 0.0% | 0.0% | 99 | +461 | 22.21% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,125 | 7 | 0.0% | 0.0% | 102 | -314 | -21.82% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,172 | 7 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 892 | 5 | 0.0% | — | 103 | +892 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 570 | 4 | 0.0% | — | 104 | +556 | 3971.43% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 635 | 4 | 0.0% | 0.0% | 105 | +364 | 134.32% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 700 | 4 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 489 | 3 | 0.0% | 0.0% | 108 | -4,489 | -90.18% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 500 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | New | 432 | 2 | 0.0% | — | 112 | +432 | New | Q4 2025 | Jan 27, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 400 | 2 | 0.0% | 0.0% | 113 | -400 | -50.0% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | No change | 317 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 406 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 321 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 242 | 1 | 0.0% | — | 114 | +242 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 265 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -464,008 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -261,467 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.11% | — | -187,601 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -29,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -28,769 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,231 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -10,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,394 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASSETMARK, INC | History | Reduced | 101 | 0 | — | 0.0% | — | -494 | -83.03% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q3 2025 | Nov 12, 2025 |
| True Wealth Design, LLC | History | Added to | 125 | 0 | — | — | — | +55 | 78.57% | Q4 2025 | Jan 08, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Abound Wealth Management | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |