Suzano S.A. - SUZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Atlas FRM LLC | History | No change | 17,320,000 | 161,768 | 15.8% | 18.96% | 1 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,353,089 | 68,677 | 0.02% | 0.0% | 2 | +7,191,583 | 4452.83% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 5,667,599 | 54,086 | 0.0% | 0.0% | 3 | +843,296 | 17.48% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 5,635,381 | 52,634 | 0.01% | 0.01% | 4 | -340,631 | -5.7% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,474,671 | 41,793 | 0.01% | 0.0% | 5 | +1,037,976 | 30.2% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 1,955,831 | 18,267 | 0.0% | 0.0% | 6 | +74,170 | 3.94% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,879,587 | 17,555 | 0.0% | 0.0% | 7 | +1,435,994 | 323.72% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,870,695 | 17,472 | 0.01% | 0.01% | 8 | +202,006 | 12.11% | Q4 2025 | Feb 13, 2026 |
| Compass Rose Asset Management, LP | History | Added to | 1,600,000 | 14,944 | 1.22% | 1.66% | 9 | +545,000 | 51.66% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,375,324 | 12,845 | 0.0% | 0.0% | 10 | -293,324 | -17.58% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 778,866 | 9,806 | 0.02% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 930,501 | 8,690 | 0.0% | 0.0% | 12 | -248,356 | -21.07% | Q4 2025 | Feb 17, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 850,261 | 7,941 | 1.05% | 0.89% | 13 | +168,044 | 24.63% | Q4 2025 | Feb 11, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 828,449 | 7,734 | 0.19% | 0.26% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kapitalo Investimentos Ltda | History | Added to | 784,450 | 7,326 | 1.4% | 0.39% | 15 | +559,952 | 249.42% | Q4 2025 | Jan 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 776,173 | 7,249 | 0.0% | 0.0% | 16 | +458,190 | 144.09% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 729,969 | 6,817 | 0.01% | 0.01% | 17 | +248,827 | 51.72% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 682,803 | 6,377 | 0.0% | 0.0% | 18 | -216,278 | -24.06% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | New | 529,300 | 4,944 | 0.01% | — | 19 | +529,300 | New | Q4 2025 | Jan 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 504,100 | 4,708 | 0.01% | 0.01% | 20 | +56,400 | 12.6% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 490,488 | 4,581 | 0.0% | 0.0% | 21 | +119,020 | 32.04% | Q4 2025 | Feb 02, 2026 |
| Waterfront Wealth Inc. | History | Added to | 396,495 | 3,921 | 0.74% | 0.71% | 22 | +8,082 | 2.08% | Q4 2025 | Jan 27, 2026 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | History | No change | 389,234 | 3,635 | 2.46% | 1.97% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 369,084 | 3,447 | 0.01% | 0.01% | 24 | +147,636 | 66.67% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Added to | 361,936 | 3,380 | 0.0% | 0.0% | 25 | +255,450 | 239.89% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 357,462 | 3,338 | 0.0% | 0.0% | 26 | +45,353 | 14.53% | Q4 2025 | Feb 12, 2026 |
| Metis Global Partners, LLC | History | Added to | 354,829 | 3,314 | 0.08% | 0.07% | 27 | +40,773 | 12.98% | Q4 2025 | Feb 11, 2026 |
| Naman Capital Ltda | History | No change | 344,547 | 3,218 | 0.91% | 0.91% | 28 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Seafarer Capital Partners, LLC | History | New | 265,000 | 2,475 | 0.64% | — | 29 | +265,000 | New | Q4 2025 | Jan 09, 2026 |
| EFG International AG | History | New | 250,000 | 2,335 | 0.05% | — | 30 | +250,000 | New | Q4 2025 | Feb 17, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 239,957 | 2,241 | 0.02% | 0.02% | 31 | +30,899 | 14.78% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 231,499 | 2,162 | 0.0% | 0.0% | 32 | +100,631 | 76.9% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 221,814 | 2,071 | 0.01% | 0.01% | 33 | -8,928 | -3.87% | Q4 2025 | Jan 27, 2026 |
| Geo Capital Gestora de Recursos Ltd | History | Reduced | 199,511 | 1,863 | 3.85% | 4.12% | 34 | -39,509 | -16.53% | Q4 2025 | Feb 13, 2026 |
| ANTIPODES PARTNERS Ltd | History | Reduced | 196,114 | 1,831 | 0.04% | 0.04% | 35 | -1,993 | -1.01% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 187,554 | 1,751 | 0.0% | 0.02% | 36 | -965,067 | -83.73% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 165,423 | 1,545 | 0.0% | — | 37 | +165,423 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 144,902 | 1,353 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 131,680 | 1,229 | 0.0% | 0.0% | 39 | -23,063 | -14.9% | Q4 2025 | Feb 09, 2026 |
| SPX Gestao de Recursos Ltda | History | Reduced | 115,964 | 1,083 | 0.11% | 0.11% | 40 | -28,249 | -19.59% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Group plc | History | New | 113,099 | 1,056 | 0.0% | — | 41 | +113,099 | New | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 99,444 | 929 | 0.0% | — | 42 | +99,444 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 99,383 | 928 | 0.0% | 0.0% | 43 | +27,420 | 38.1% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 95,889 | 895 | 0.0% | 0.0% | 44 | -207,082 | -68.35% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Added to | 87,857 | 820 | 0.02% | 0.03% | 46 | +31,427 | 55.69% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 87,898 | 820 | 0.0% | 0.0% | 45 | -686 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 84,906 | 793 | 0.0% | 0.0% | 47 | -349,367 | -80.45% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 84,774 | 791 | 0.0% | 0.0% | 48 | +37,190 | 78.16% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 84,177 | 786 | 0.0% | 0.0% | 49 | +42,130 | 100.2% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 83,311 | 778 | 0.0% | 0.0% | 50 | +52,198 | 167.77% | Q4 2025 | Jan 29, 2026 |
| GRACE & WHITE INC /NY | History | No change | 79,774 | 745 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MARSHALL WACE, LLP | History | New | 75,279 | 703 | 0.0% | — | 52 | +75,279 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 67,000 | 625 | 0.0% | 0.01% | 53 | -703,900 | -91.31% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 65,525 | 612 | 0.01% | — | 54 | +65,525 | New | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 65,180 | 609 | 0.0% | 0.0% | 55 | +3,743 | 6.09% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 63,396 | 592 | 0.0% | 0.0% | 56 | +3,805 | 6.39% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 60,735 | 567 | 0.02% | 0.03% | 57 | -29,124 | -32.41% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,856 | 559 | 0.0% | 0.0% | 58 | +1,161 | 1.98% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | No change | 55,121 | 515 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | Added to | 54,719 | 506 | 0.02% | 0.03% | 60 | +33,586 | 158.93% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 41,033 | 392 | 0.01% | — | 62 | +41,033 | New | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 42,045 | 392 | 0.0% | 0.0% | 61 | -11,886 | -22.04% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 41,107 | 384 | 0.01% | 0.0% | 63 | +9,033 | 28.16% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 37,097 | 346 | 0.0% | 0.0% | 64 | +16,587 | 80.87% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 36,429 | 340 | 0.0% | 0.0% | 65 | +1,191 | 3.38% | Q4 2025 | Jan 26, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 34,935 | 326 | 0.0% | 0.0% | 66 | +37 | 0.11% | Q4 2025 | Feb 03, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 33,666 | 314 | 0.03% | 0.02% | 67 | +4,355 | 14.86% | Q4 2025 | Jan 12, 2026 |
| VPR Management LLC | History | No change | 33,605 | 313 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | New | 33,162 | 309 | 0.0% | — | 69 | +33,162 | New | Q4 2025 | Feb 10, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 30,716 | 286 | 0.0% | 0.0% | 70 | +506 | 1.67% | Q4 2025 | Feb 27, 2026 |
| Empowered Funds, LLC | History | New | 30,468 | 284 | 0.0% | — | 71 | +30,468 | New | Q4 2025 | Feb 18, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 29,871 | 278 | 0.01% | 0.02% | 72 | +8,068 | 37.0% | Q4 2025 | Feb 12, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Reduced | 29,693 | 276 | 0.09% | 0.1% | 73 | -206 | -0.69% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,730 | 268 | 0.0% | 0.0% | 74 | +11,115 | 63.1% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 25,039 | 233 | 0.0% | — | 75 | +25,039 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 21,637 | 202 | 0.0% | 0.0% | 77 | +926 | 4.47% | Q4 2025 | Feb 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 21,725 | 202 | 0.05% | 0.06% | 76 | -30 | -0.14% | Q4 2025 | Jan 23, 2026 |
| Compound Planning, Inc. | History | Added to | 19,988 | 186 | 0.01% | 0.01% | 78 | +1,419 | 7.64% | Q4 2025 | Feb 19, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 19,680 | 183 | 0.0% | 0.0% | 79 | -3,234 | -14.11% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,676 | 174 | 0.0% | 0.0% | 80 | -41,112 | -68.76% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 17,570 | 164 | 0.0% | 0.01% | 81 | -12,541 | -41.65% | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Added to | 16,427 | 153 | 0.0% | 0.0% | 82 | +2,679 | 19.49% | Q4 2025 | Feb 18, 2026 |
| Virtu Financial LLC | History | Added to | 16,231 | 152 | 0.01% | 0.01% | 83 | +6,197 | 61.76% | Q4 2025 | Feb 23, 2026 |
| Centiva Capital, LP | History | Reduced | 15,268 | 142 | 0.0% | 0.0% | 84 | -5,027 | -24.77% | Q4 2025 | Feb 13, 2026 |
| Banco BTG Pactual S.A. | History | New | 15,191 | 141 | 0.02% | — | 85 | +15,191 | New | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 15,059 | 140 | 0.0% | 0.0% | 86 | -1,163 | -7.17% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 14,330 | 133 | 0.0% | 0.0% | 87 | -484 | -3.27% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 14,194 | 132 | 0.0% | 0.0% | 88 | -3,672 | -20.55% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 13,988 | 130 | 0.03% | — | 89 | +13,951 | 37705.41% | Q4 2025 | Mar 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 13,297 | 126 | 0.0% | — | 90 | +13,297 | New | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 12,631 | 117 | 0.0% | 0.0% | 91 | +1,754 | 16.13% | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | Added to | 12,176 | 113 | 0.0% | 0.0% | 92 | +264 | 2.22% | Q4 2025 | Jan 23, 2026 |
| May Hill Capital, LLC | History | New | 11,960 | 111 | 0.01% | — | 94 | +11,960 | New | Q4 2025 | Feb 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,851 | 111 | 0.0% | — | 93 | +11,851 | New | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | New | 11,158 | 104 | 0.01% | — | 95 | +11,158 | New | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,732 | 100 | 0.0% | 0.0% | 96 | -1,160 | -9.75% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | No change | 10,650 | 99 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 10,288 | 96 | 0.0% | — | 98 | +10,288 | New | Q4 2025 | Feb 13, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 9,555 | 89 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,676 | 81 | 0.0% | 0.0% | 100 | -5,274 | -37.81% | Q4 2025 | Feb 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 7,646 | 71 | 0.0% | 0.0% | 101 | -7,654 | -50.03% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,107 | 57 | 0.0% | 0.0% | 102 | -81,021 | -92.99% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,438 | 50 | 0.0% | 0.0% | 103 | -3,903 | -41.78% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,180 | 48 | 0.0% | 0.0% | 104 | +534 | 11.49% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | Reduced | 2,934 | 27 | 0.0% | 0.0% | 105 | -263 | -8.23% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,341 | 21 | 0.0% | — | 106 | +2,341 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 2,347 | 21 | 0.0% | 0.0% | 107 | +1,991 | 559.27% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,274 | 21 | 0.0% | 0.0% | 108 | +1,798 | 377.73% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,962 | 18 | 0.0% | 0.0% | 110 | -173 | -8.1% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,000 | 18 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,448 | 13 | 0.0% | 0.0% | 111 | -389 | -21.18% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,017 | 9 | 0.0% | 0.0% | 112 | +245 | 31.74% | Q4 2025 | Jan 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 910 | 8 | 0.0% | — | 113 | +910 | New | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 884 | 8 | 0.0% | — | 114 | +884 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 736 | 7 | 0.0% | 0.0% | 115 | -1,083 | -59.54% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 644 | 6 | 0.0% | 0.0% | 116 | +537 | 501.87% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 401 | 3 | 0.0% | — | 117 | +401 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 400 | 3 | 0.0% | — | 118 | +299 | 296.04% | Q4 2025 | Feb 03, 2026 |
| Hurley Capital, LLC | History | New | 145 | 1 | 0.0% | — | 121 | +145 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 122 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 115 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.03% | — | -3,619,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -502,101 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -230,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -54,289 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,933 | -100.0% | Q3 2025 | Nov 14, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,488 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cullen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,595 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,635 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,926 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,964 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,363 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -444 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHANNING GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q3 2025 | Nov 21, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 18, 2025 |
| True Wealth Design, LLC | History | Reduced | 56 | 0 | — | 0.0% | — | -92 | -62.16% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 101 | 0 | — | 0.0% | — | -47 | -31.76% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 16 | 0 | — | — | — | -42 | -72.41% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 101 | 0 | — | — | — | +15 | 17.44% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Abound Wealth Management | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |