Suzano S.A. - SUZ
Detailed investor-level table based on 13F positions.
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 | 24,320,000 | 188,723 | 8.08% | 8.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 6,780,535 | 52,622 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| UBS Group AG | History | No change | 6,422,931 | 49,841 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 5,510,920 | 42,764 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 4,211,039 | 32,677 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | History | No change | 2,561,542 | 19,877 | 8.14% | 8.14% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,528,457 | 19,620 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,802,024 | 13,983 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Rose Asset Management, LP | History | No change | 1,715,000 | 13,308 | 0.37% | 0.37% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,276,806 | 9,908 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,189,787 | 9,232 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,139,517 | 8,740 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,087,539 | 8,439 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 939,488 | 7,290 | 0.76% | 0.76% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 836,025 | 6,487 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 696,237 | 5,966 | 0.0% | 0.0% | 16 | -147,958 | -17.53% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 726,360 | 5,636 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | Added to | 647,713 | 5,463 | 0.87% | 0.64% | 18 | +138,913 | 27.3% | Q3 2026 | Nov 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 678,300 | 5,263 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 592,491 | 5,077 | 0.0% | 0.0% | 20 | -18,450 | -3.02% | Q3 2026 | Nov 02, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 498,761 | 3,868 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Metis Global Partners, LLC | History | No change | 419,281 | 3,253 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kapitalo Investimentos Ltda | History | Reduced | 377,151 | 3,232 | 0.37% | 0.84% | 23 | -1,331,992 | -77.93% | Q3 2026 | Oct 20, 2026 |
| Seafarer Capital Partners, LLC | History | No change | 400,000 | 3,104 | 0.72% | 0.72% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | History | No change | 356,146 | 2,763 | 1.87% | 1.87% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Naman Capital Ltda | History | No change | 344,547 | 2,673 | 0.83% | 0.83% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 323,423 | 2,509 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 274,171 | 2,349 | 0.0% | 0.0% | 28 | +5,503 | 2.05% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 299,365 | 2,323 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 260,871 | 2,235 | 0.05% | — | 31 | +260,871 | New | Q3 2026 | Oct 16, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 260,899 | 2,235 | 0.0% | 0.0% | 30 | +149,837 | 134.91% | Q3 2026 | Nov 03, 2026 |
| Jupiter Topco LLC | History | No change | 286,987 | 2,225 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 267,651 | 2,076 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 264,675 | 2,053 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 249,556 | 1,936 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 245,488 | 1,904 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 197,337 | 1,570 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 171,156 | 1,328 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 144,902 | 1,124 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fisher Asset Management, LLC | History | No change | 111,768 | 867 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | Added to | 93,159 | 798 | 0.0% | 0.0% | 41 | +1,978 | 2.17% | Q3 2026 | Nov 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 92,965 | 721 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRACE & WHITE INC /NY | History | No change | 79,774 | 683 | 0.11% | 0.1% | 43 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 85,188 | 661 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 69,306 | 593 | 0.0% | — | 45 | +69,306 | New | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 74,613 | 578 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 74,484 | 577 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 70,256 | 545 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 70,316 | 545 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 68,280 | 529 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 66,719 | 517 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Savant Capital, LLC | History | No change | 51,948 | 495 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 58,678 | 455 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 53,200 | 412 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 52,890 | 410 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 48,995 | 380 | 0.24% | 0.24% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 40,122 | 343 | 0.03% | 0.02% | 57 | +6,808 | 20.44% | Q3 2026 | Oct 06, 2026 |
| ANTIPODES PARTNERS Ltd | History | Reduced | 37,286 | 319 | 0.01% | 0.01% | 58 | -32,749 | -46.76% | Q3 2026 | Nov 04, 2026 |
| Nuveen, LLC | History | No change | 39,970 | 310 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SPX Gestao de Recursos Ltda | History | No change | 37,621 | 291 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VPR Management LLC | History | No change | 33,605 | 260 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 32,416 | 251 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EntryPoint Capital, LLC | History | No change | 31,116 | 241 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 29,459 | 228 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Harbour Capital Advisors, LLC | History | New | 26,450 | 226 | 0.04% | — | 65 | +26,450 | New | Q3 2026 | Oct 13, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 26,476 | 222 | 0.06% | 0.06% | 66 | +3,205 | 13.77% | Q3 2026 | Oct 19, 2026 |
| Ethic Inc. | History | Added to | 25,502 | 218 | 0.0% | 0.0% | 67 | +4,063 | 18.95% | Q3 2026 | Nov 03, 2026 |
| Centiva Capital, LP | History | No change | 26,808 | 208 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 20,878 | 178 | 0.01% | 0.0% | 69 | -1,532 | -6.84% | Q3 2026 | Oct 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 21,219 | 165 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 20,715 | 160 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 21,468 | 152 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 19,707 | 151 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | No change | 18,857 | 146 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 16,951 | 145 | 0.06% | 0.05% | 77 | -2,333 | -12.1% | Q3 2026 | Oct 26, 2026 |
| Axxion S.A. | History | Added to | 17,000 | 145 | 0.01% | 0.01% | 76 | +1,500 | 9.68% | Q3 2026 | Oct 22, 2026 |
| Quantbot Technologies LP | History | No change | 18,742 | 145 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graham Capital Management, L.P. | History | No change | 18,280 | 141 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 16,118 | 138 | 0.0% | 0.0% | 79 | +5,600 | 53.24% | Q3 2026 | Oct 28, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 17,807 | 136 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 17,548 | 136 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 16,262 | 126 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 14,658 | 125 | 0.01% | 0.01% | 83 | +2,480 | 20.36% | Q3 2026 | Oct 29, 2026 |
| Kathmere Capital Management, LLC | History | New | 13,845 | 118 | 0.01% | — | 84 | +13,845 | New | Q3 2026 | Oct 20, 2026 |
| CHOREO, LLC | History | Added to | 13,196 | 113 | 0.0% | 0.0% | 85 | +1,911 | 16.93% | Q3 2026 | Oct 28, 2026 |
| Squarepoint Ops LLC | History | No change | 14,519 | 112 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 14,073 | 109 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RHUMBLINE ADVISERS | History | No change | 13,078 | 101 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 12,937 | 100 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Affirmative Financial Network | History | New | 11,525 | 98 | 0.02% | — | 91 | +11,525 | New | Q3 2026 | Oct 21, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 12,749 | 98 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,288 | 95 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 10,540 | 90 | 0.0% | 0.0% | 93 | -20,037 | -65.53% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,579 | 90 | 0.0% | 0.0% | 94 | +1,892 | 21.78% | Q3 2026 | Nov 03, 2026 |
| 55 North Private Wealth, LLC | History | New | 10,480 | 89 | 0.02% | — | 95 | +10,480 | New | Q3 2026 | Oct 20, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 10,200 | 84 | 0.0% | 0.0% | 96 | -2,702 | -20.94% | Q3 2026 | Oct 16, 2026 |
| BARCLAYS PLC | History | No change | 10,650 | 82 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 9,555 | 81 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MARSHALL WACE, LLP | History | No change | 10,100 | 78 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,024 | 77 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 8,409 | 65 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,200 | 53 | 0.0% | 0.0% | 102 | +2,538 | 69.31% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,961 | 46 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | New | 5,091 | 43 | 0.0% | — | 104 | +5,091 | New | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,216 | 36 | 0.0% | 0.0% | 105 | +585 | 16.11% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,691 | 31 | 0.0% | 0.0% | 106 | +1,470 | 66.19% | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 3,512 | 30 | 0.0% | 0.0% | 108 | +1,528 | 77.02% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,993 | 30 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 3,685 | 28 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 2,512 | 21 | 0.0% | 0.0% | 110 | +1,154 | 84.98% | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,049 | 8 | 0.0% | 0.0% | 111 | +376 | 55.87% | Q3 2026 | Nov 04, 2026 |
| Financial Perspectives, Inc | History | No change | 1,000 | 8 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,117 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Added to | 844 | 7 | 0.0% | — | 117 | +802 | 1909.52% | Q3 2026 | Oct 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 985 | 7 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 923 | 7 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 994 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 811 | 6 | 0.0% | — | 122 | +811 | New | Q3 2026 | Oct 07, 2026 |
| Fortitude Family Office, LLC | History | New | 726 | 6 | 0.0% | — | 121 | +726 | New | Q3 2026 | Oct 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 787 | 6 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 837 | 6 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 884 | 6 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | Reduced | 682 | 5 | 0.0% | 0.0% | 123 | -222 | -24.56% | Q3 2026 | Oct 21, 2026 |
| Elequin Capital, LP | History | No change | 741 | 5 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venturi Wealth Management, LLC | History | No change | 551 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bell Investment Advisors, Inc | History | New | 463 | 3 | 0.0% | — | 127 | +463 | New | Q3 2026 | Oct 28, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 415 | 3 | 0.0% | 0.0% | 126 | +188 | 82.82% | Q3 2026 | Nov 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 321 | 2 | 0.0% | — | 134 | +321 | New | Q3 2026 | Oct 30, 2026 |
| North Star Investment Management Corp. | History | New | 319 | 2 | 0.0% | — | 132 | +319 | New | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | New | 281 | 2 | 0.0% | — | 133 | +281 | New | Q3 2026 | Oct 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 246 | 2 | 0.0% | 0.0% | 129 | +62 | 33.7% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 300 | 2 | 0.0% | 0.0% | 130 | -1 | -0.33% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 292 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 338 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 120 | 1 | 0.0% | — | 136 | +19 | 18.81% | Q3 2026 | Oct 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 194 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,731 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,347 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Brooklyn FI, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2026 | Nov 05, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 87 | 0 | — | — | — | +87 | New | Q3 2026 | Oct 23, 2026 |
| Bare Financial Services, Inc | History | New | 43 | 0 | — | — | — | +43 | New | Q3 2026 | Nov 04, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Oct 21, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2026 | Oct 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 80 | 0 | — | — | — | +22 | 37.93% | Q3 2026 | Nov 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Silicon Valley Capital Partners | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Dunhill Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |