TREDEGAR CORP - TG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | History | Added to | 6,302,684 | 45,253 | 0.43% | 0.47% | 1 | +311,833 | 5.21% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,881,913 | 20,692 | 0.0% | 0.0% | 2 | +13,712 | 0.48% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 2,258,862 | 16,218 | 0.0% | 0.0% | 3 | -104,487 | -4.42% | Q4 2025 | Feb 12, 2026 |
| Minerva Advisors LLC | History | No change | 1,657,107 | 11,898 | 7.95% | 8.45% | 4 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,538,543 | 11,046 | 0.0% | 0.0% | 5 | +25,703 | 1.7% | Q4 2025 | Jan 29, 2026 |
| GABELLI FUNDS LLC | History | New | 1,214,000 | 8,716 | 0.06% | — | 6 | +1,214,000 | New | Q4 2025 | Feb 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,076,488 | 7,729 | 0.0% | 0.0% | 7 | -10,301 | -0.95% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 642,115 | 4,611 | 0.0% | 0.0% | 8 | +21,320 | 3.43% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 610,289 | 4,381 | 0.0% | 0.0% | 9 | +11,205 | 1.87% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 598,785 | 4,299 | 0.0% | 0.0% | 10 | +154,735 | 34.85% | Q4 2025 | Feb 13, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 283,273 | 2,033 | 0.01% | 0.01% | 11 | -14,364 | -4.83% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 263,003 | 1,888 | 0.0% | 0.0% | 12 | +130,697 | 98.78% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 206,592 | 1,483 | 0.0% | 0.0% | 13 | -17,312 | -7.73% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 198,770 | 1,427 | 0.0% | — | 14 | +198,770 | New | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 195,704 | 1,405 | 0.0% | 0.0% | 15 | +171,729 | 716.28% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 184,679 | 1,326 | 0.0% | 0.0% | 16 | +59,092 | 47.05% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 170,631 | 1,225 | 0.0% | 0.0% | 17 | +52,176 | 44.05% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 162,735 | 1,168 | 0.0% | 0.0% | 18 | +131,264 | 417.1% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 146,692 | 1,053 | 0.0% | 0.0% | 19 | -19,908 | -11.95% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 135,427 | 972 | 0.0% | 0.0% | 20 | +78,510 | 137.94% | Q4 2025 | Mar 25, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 129,869 | 932 | 0.01% | 0.0% | 21 | +103,408 | 390.79% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 122,808 | 881 | 0.0% | 0.0% | 22 | +9,435 | 8.32% | Q4 2025 | Feb 13, 2026 |
| GATE CITY CAPITAL MANAGEMENT, LLC | History | Reduced | 122,118 | 876 | 0.38% | 0.7% | 23 | -52,687 | -30.14% | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | Reduced | 110,000 | 789 | 0.55% | 0.6% | 24 | -11,000 | -9.09% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 107,215 | 769 | 0.0% | 0.0% | 25 | +25,122 | 30.6% | Q4 2025 | Feb 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 91,641 | 656 | 0.0% | 0.0% | 26 | +48,062 | 110.29% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 89,650 | 643 | 0.0% | 0.0% | 27 | -41 | -0.05% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 87,894 | 631 | 0.0% | 0.0% | 28 | +76,044 | 641.72% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 76,520 | 549 | 0.0% | 0.0% | 29 | +58,103 | 315.49% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 67,814 | 486 | 0.01% | — | 30 | +67,814 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 66,050 | 474 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 58,972 | 423 | 0.04% | 0.03% | 32 | +9,926 | 20.24% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 58,759 | 421 | 0.0% | 0.0% | 33 | -25,028 | -29.87% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 56,569 | 406 | 0.0% | 0.0% | 34 | -57,892 | -50.58% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 52,786 | 379 | 0.0% | 0.0% | 35 | -51,134 | -49.21% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 52,600 | 377 | 0.01% | 0.01% | 36 | +10,000 | 23.47% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 52,505 | 376 | 0.0% | — | 37 | +52,505 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 52,000 | 373 | 0.0% | 0.0% | 38 | +2,700 | 5.48% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 50,091 | 360 | 0.0% | — | 39 | +50,091 | New | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | No change | 48,250 | 346 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 46,601 | 334 | 0.0% | — | 41 | +46,601 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 45,182 | 324 | 0.0% | 0.0% | 42 | -3,061 | -6.34% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 44,999 | 323 | 0.0% | 0.0% | 43 | -7,775 | -14.73% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 44,361 | 318 | 0.0% | 0.0% | 44 | +61 | 0.14% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 36,956 | 265 | 0.01% | 0.01% | 45 | +2,425 | 7.02% | Q4 2025 | Feb 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 36,800 | 264 | 0.0% | — | 46 | +36,800 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,302 | 260 | 0.0% | 0.0% | 47 | -5,578 | -13.32% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | New | 36,200 | 259 | 0.01% | — | 48 | +36,200 | New | Q4 2025 | Feb 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 35,269 | 253 | 0.0% | 0.01% | 50 | -30,773 | -46.6% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | No change | 35,326 | 253 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 32,482 | 233 | 0.0% | 0.0% | 51 | -7,554 | -18.87% | Q4 2025 | Feb 17, 2026 |
| Diametric Capital, LP | History | New | 32,349 | 232 | 0.06% | — | 52 | +32,349 | New | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 31,553 | 226 | 0.0% | — | 53 | +31,553 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 30,186 | 216 | 0.0% | 0.0% | 54 | +9,366 | 44.99% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 29,718 | 213 | 0.0% | — | 55 | +29,718 | New | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 29,552 | 212 | 0.0% | — | 56 | +29,552 | New | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 29,341 | 210 | 0.0% | 0.0% | 57 | -15,581 | -34.68% | Q4 2025 | Feb 19, 2026 |
| Engineers Gate Manager LP | History | New | 28,613 | 205 | 0.0% | — | 58 | +28,613 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 27,383 | 196 | 0.01% | 0.01% | 59 | +14,249 | 108.49% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 23,725 | 170 | 0.0% | — | 60 | +23,725 | New | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 22,385 | 160 | 0.01% | — | 61 | +22,385 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 22,257 | 159 | 0.0% | — | 62 | +22,257 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 21,879 | 157 | 0.0% | 0.0% | 63 | +500 | 2.34% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 20,371 | 146 | 0.0% | 0.0% | 64 | -7,836 | -27.78% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | New | 19,273 | 138 | 0.0% | — | 65 | +19,273 | New | Q4 2025 | Feb 11, 2026 |
| McMillan Office, Inc. | History | New | 17,880 | 128 | 0.02% | — | 66 | +17,880 | New | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,108 | 122 | 0.0% | 0.0% | 67 | -2,189 | -11.34% | Q4 2025 | Jan 26, 2026 |
| Inscription Capital, LLC | History | New | 16,987 | 121 | 0.01% | — | 68 | +16,987 | New | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 16,305 | 118 | 0.0% | 0.0% | 69 | +2,707 | 19.91% | Q4 2025 | Feb 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 16,000 | 114 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,714 | 112 | 0.0% | 0.0% | 71 | -90,167 | -85.16% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | New | 15,160 | 109 | 0.0% | — | 74 | +15,160 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 15,362 | 109 | 0.0% | 0.0% | 73 | +2,880 | 23.07% | Q4 2025 | Mar 20, 2026 |
| M&T BANK CORP | History | Added to | 15,185 | 109 | 0.0% | 0.0% | 72 | +920 | 6.45% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Added to | 14,801 | 106 | 0.0% | 0.0% | 75 | +5,770 | 63.89% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 13,500 | 96 | 0.0% | 0.0% | 76 | -12,700 | -48.47% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,396 | 89 | 0.0% | 0.0% | 77 | +280 | 2.31% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | New | 12,030 | 86 | 0.0% | — | 78 | +12,030 | New | Q4 2025 | Feb 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,922 | 85 | 0.0% | 0.0% | 79 | -907 | -7.07% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 11,424 | 82 | 0.0% | 0.0% | 80 | +10,689 | 1454.29% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | No change | 11,000 | 78 | 0.01% | 0.02% | 81 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Heron Bay Capital Management | History | New | 10,551 | 75 | 0.01% | — | 82 | +10,551 | New | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 10,208 | 73 | 0.0% | — | 83 | +10,208 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,153 | 72 | 0.0% | 0.0% | 84 | -934 | -8.42% | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 10,020 | 71 | 0.0% | — | 85 | +10,020 | New | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,212 | 66 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,098 | 58 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,401 | 53 | 0.0% | 0.0% | 88 | -107 | -1.43% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,716 | 48 | 0.0% | 0.0% | 89 | +1,443 | 27.37% | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6,000 | 43 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| UBS Group AG | History | Reduced | 4,393 | 31 | 0.0% | 0.0% | 91 | -13,156 | -74.97% | Q4 2025 | Jan 29, 2026 |
| Torren Management, LLC | History | New | 4,455 | 31 | 0.02% | — | 92 | +4,455 | New | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Reduced | 4,009 | 28 | 0.0% | 0.0% | 93 | -68 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,763 | 19 | 0.0% | 0.0% | 94 | -613 | -18.16% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,368 | 17 | 0.0% | 0.0% | 96 | +497 | 26.56% | Q4 2025 | Feb 06, 2026 |
| Legal & General Group Plc | History | No change | 2,438 | 17 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,332 | 16 | 0.0% | 0.0% | 97 | -76 | -3.16% | Q4 2025 | Feb 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,145 | 15 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 1,796 | 13 | 0.0% | 0.0% | 99 | -812 | -31.13% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,539 | 11 | 0.0% | 0.0% | 101 | -304 | -16.49% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,641 | 11 | 0.0% | 0.0% | 100 | -288 | -14.93% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,579 | 11 | 0.0% | 0.0% | 102 | -187 | -10.59% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 978 | 7 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 839 | 6 | 0.0% | 0.0% | 104 | -74 | -8.11% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 643 | 4 | 0.0% | — | 105 | +643 | New | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 591 | 4 | 0.0% | 0.0% | 107 | -156 | -20.88% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | No change | 571 | 4 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | New | 500 | 3 | 0.0% | — | 108 | +500 | New | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 420 | 3 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 456 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Optiver Holding B.V. | History | No change | 462 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 415 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 162 | 1 | 0.0% | — | 113 | +120 | 285.71% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 202 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 157 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Heritage Wealth Advisors | History | No change | 240 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 142 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,022 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Metis Global Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,321 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,386 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Field & Main Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -2,010 | -100.0% | Q3 2025 | Nov 03, 2025 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,455 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 79 | 0 | — | 0.0% | — | -588 | -88.16% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rockefeller Capital Management L.P. | History | New | 128 | 0 | — | — | — | +128 | New | Q4 2025 | Mar 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 65 | 0 | — | — | — | +65 | New | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 85 | 0 | — | — | — | +37 | 77.08% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 25 | 0 | — | — | — | +15 | 150.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 108 | 0 | — | — | — | -10 | -8.47% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q4 2025 | Jan 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 30 | 0 | — | — | — | -1 | -3.23% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AdvisorNet Financial, Inc | History | No change | 119 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |