TIM S.A. - TIMB
Detailed investor-level table based on 13F positions.
Early Q1 2026 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | History | Reduced | 3,468,978 | 67,471 | 0.1% | 0.11% | 1 | -1,424 | -0.04% | Q4 2025 | Jan 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,848,386 | 35,951 | 0.06% | 0.05% | 2 | +82,700 | 4.68% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,598,696 | 31,094 | 0.02% | 0.03% | 3 | -383,584 | -19.35% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,349,040 | 26,239 | 0.04% | — | 4 | +1,349,040 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,134,052 | 22,057 | 0.0% | 0.0% | 5 | +22,596 | 2.03% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 657,839 | 13,463 | 0.0% | 0.0% | 6 | +33,364 | 5.34% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 634,644 | 12,343 | 0.18% | 0.22% | 7 | -9,955 | -1.54% | Q4 2025 | Feb 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 559,850 | 10,889 | 0.01% | 0.01% | 8 | +60,502 | 12.12% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 544,728 | 10,594 | 0.0% | 0.0% | 9 | +1,184 | 0.22% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 537,416 | 10,452 | 0.0% | 0.0% | 10 | +59,136 | 12.36% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 479,083 | 9,318 | 0.0% | 0.0% | 11 | +299,552 | 166.85% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 439,100 | 8,540 | 0.0% | 0.0% | 12 | -9,622 | -2.14% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 422,641 | 8,220 | 0.05% | 0.05% | 13 | +9,846 | 2.39% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 412,099 | 8,015 | 0.02% | 0.02% | 14 | +28,065 | 7.31% | Q4 2025 | Jan 23, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 387,555 | 7,561 | 0.01% | — | 15 | +387,555 | New | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 335,835 | 6,531 | 0.01% | 0.01% | 16 | +192,135 | 133.71% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 200,968 | 3,913 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 190,841 | 3,711 | 0.01% | 0.03% | 18 | -183,792 | -49.06% | Q4 2025 | Feb 10, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 186,730 | 3,631 | 0.24% | 0.27% | 19 | +1,705 | 0.92% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | New | 181,393 | 3,528 | 0.0% | — | 20 | +181,393 | New | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 160,172 | 3,111 | 0.01% | 0.01% | 21 | -19,948 | -11.07% | Q4 2025 | Feb 10, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 149,702 | 2,911 | 0.02% | 0.03% | 22 | -2,825 | -1.85% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 147,952 | 2,877 | 0.05% | 0.07% | 23 | -2,841 | -1.88% | Q4 2025 | Jan 23, 2026 |
| Altman Advisors, Inc. | History | Added to | 121,583 | 2,364 | 0.89% | 1.04% | 24 | +279 | 0.23% | Q4 2025 | Feb 04, 2026 |
| Allianz Asset Management GmbH | History | Added to | 119,739 | 2,328 | 0.0% | 0.0% | 25 | +12,515 | 11.67% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 105,334 | 2,048 | 0.0% | 0.0% | 26 | +86,545 | 460.62% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 102,575 | 1,995 | 0.01% | — | 27 | +102,575 | New | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 98,149 | 1,908 | 0.0% | 0.0% | 28 | -272,833 | -73.54% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 93,312 | 1,814 | 0.0% | 0.0% | 29 | +48,398 | 107.76% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 91,943 | 1,788 | 0.0% | 0.0% | 30 | +21,374 | 30.29% | Q4 2025 | Feb 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 90,415 | 1,758 | 0.0% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 86,935 | 1,690 | 0.0% | 0.0% | 32 | -4,950 | -5.39% | Q4 2025 | Mar 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 86,718 | 1,686 | 0.0% | 0.0% | 33 | +3,535 | 4.25% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 83,826 | 1,630 | 0.0% | 0.0% | 34 | -59,086 | -41.34% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 81,702 | 1,589 | 0.0% | 0.0% | 35 | -2,500 | -2.97% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 79,490 | 1,546 | 0.0% | 0.0% | 36 | +8,897 | 12.6% | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | New | 73,228 | 1,424 | 0.14% | — | 37 | +73,228 | New | Q4 2025 | Feb 05, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Added to | 66,596 | 1,325 | 0.28% | 0.18% | 38 | +16,596 | 33.19% | Q4 2025 | Feb 17, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 66,932 | 1,301 | 0.01% | — | 39 | +66,932 | New | Q4 2025 | Feb 12, 2026 |
| Vident Advisory, LLC | History | Added to | 65,622 | 1,276 | 0.01% | 0.01% | 40 | +2,143 | 3.38% | Q4 2025 | Feb 18, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Reduced | 65,010 | 1,264 | 0.07% | 0.96% | 41 | -17,824 | -21.52% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | New | 64,400 | 1,252 | 0.0% | — | 42 | +64,400 | New | Q4 2025 | Feb 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 62,279 | 1,211 | 0.0% | 0.0% | 43 | +35,192 | 129.92% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 62,235 | 1,210 | 0.0% | — | 44 | +62,235 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 56,900 | 1,106 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Banco Santander, S.A. | History | New | 53,821 | 1,046 | 0.01% | — | 46 | +53,821 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 52,129 | 1,013 | 0.0% | — | 47 | +52,129 | New | Q4 2025 | Feb 13, 2026 |
| GAM Holding AG | History | New | 50,000 | 972 | 0.06% | — | 48 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 45,632 | 887 | 0.02% | — | 49 | +45,632 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 45,340 | 881 | 0.0% | 0.01% | 50 | -61,922 | -57.73% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 41,600 | 844 | 0.02% | 0.02% | 51 | +1,262 | 3.13% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | New | 42,999 | 836 | 0.0% | — | 52 | +42,999 | New | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Added to | 42,164 | 820 | 0.0% | 0.0% | 53 | +3,763 | 9.8% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 41,149 | 800 | 0.0% | 0.0% | 54 | +18,501 | 81.69% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 40,166 | 781 | 0.13% | 0.15% | 55 | +1,999 | 5.24% | Q4 2025 | Feb 24, 2026 |
| Boston Partners | History | New | 40,003 | 778 | 0.0% | — | 56 | +40,003 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 38,760 | 753 | 0.0% | 0.0% | 57 | -1,111 | -2.79% | Q4 2025 | Jan 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 38,702 | 752 | 0.0% | 0.0% | 58 | +19,552 | 102.1% | Q4 2025 | Jan 26, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 36,435 | 708 | 0.0% | 0.0% | 59 | +199 | 0.55% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 35,456 | 689 | 0.0% | 0.0% | 60 | -4,761 | -11.84% | Q4 2025 | Feb 10, 2026 |
| Archford Capital Strategies, LLC | History | New | 34,766 | 676 | 0.08% | — | 61 | +34,766 | New | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 31,725 | 617 | 0.0% | 0.0% | 62 | +1,372 | 4.52% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 31,607 | 614 | 0.02% | 0.03% | 63 | +1,366 | 4.52% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 30,825 | 599 | 0.0% | 0.0% | 64 | +78 | 0.25% | Q4 2025 | Jan 27, 2026 |
| Ethic Inc. | History | Added to | 29,357 | 571 | 0.01% | 0.01% | 65 | +6,433 | 28.06% | Q4 2025 | Feb 03, 2026 |
| NORTHERN TRUST CORP | History | Added to | 29,278 | 569 | 0.0% | 0.0% | 66 | +4,217 | 16.83% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 27,844 | 565 | 0.01% | — | 67 | +27,844 | New | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 27,877 | 542 | 0.03% | 0.06% | 68 | -155 | -0.55% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 27,650 | 537 | 0.0% | — | 69 | +27,650 | New | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 27,568 | 536 | 0.01% | — | 70 | +27,568 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 26,707 | 519 | 0.01% | 0.02% | 71 | +114 | 0.43% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 23,330 | 453 | 0.0% | 0.0% | 72 | -3,480 | -12.98% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 22,684 | 441 | 0.0% | 0.0% | 73 | +893 | 4.1% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 22,565 | 438 | 0.0% | 0.0% | 74 | -41,062 | -64.54% | Q4 2025 | Mar 25, 2026 |
| Qtron Investments LLC | History | Reduced | 22,483 | 437 | 0.06% | 0.07% | 75 | -3,838 | -14.58% | Q4 2025 | Feb 12, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 22,321 | 434 | 0.0% | 0.01% | 76 | -29,100 | -56.59% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 21,634 | 420 | 0.01% | — | 77 | +21,634 | New | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 21,153 | 411 | 0.0% | 0.0% | 78 | +323 | 1.55% | Q4 2025 | Feb 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 20,924 | 406 | 0.04% | 0.05% | 79 | +21 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Ballentine Partners, LLC | History | Reduced | 18,717 | 364 | 0.01% | 0.01% | 80 | -103 | -0.55% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | New | 16,677 | 322 | 0.01% | — | 81 | +16,677 | New | Q4 2025 | Feb 12, 2026 |
| Beck Bode, LLC | History | Reduced | 16,104 | 313 | 0.05% | 0.07% | 82 | -3,408 | -17.47% | Q4 2025 | Feb 09, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 15,767 | 306 | 0.02% | 0.02% | 83 | +1,006 | 6.82% | Q4 2025 | Jan 13, 2026 |
| VPR Management LLC | History | No change | 15,760 | 306 | 0.14% | 0.16% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 14,551 | 283 | 0.0% | 0.0% | 85 | +714 | 5.16% | Q4 2025 | Feb 18, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 14,454 | 281 | 0.0% | — | 86 | +14,454 | New | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 12,744 | 247 | 0.0% | 0.0% | 87 | -3,284 | -20.49% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 11,641 | 226 | 0.0% | 0.0% | 88 | +2,582 | 28.5% | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | New | 11,403 | 221 | 0.04% | — | 89 | +11,403 | New | Q4 2025 | Jan 14, 2026 |
| PharVision Advisers, LLC | History | New | 10,683 | 207 | 0.1% | — | 90 | +10,683 | New | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | Reduced | 10,567 | 205 | 0.0% | 0.0% | 91 | -2,538 | -19.37% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 10,407 | 202 | 0.0% | 0.0% | 92 | +4,290 | 70.13% | Q4 2025 | Feb 09, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 8,106 | 157 | 0.04% | 0.05% | 93 | +124 | 1.55% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,646 | 129 | 0.0% | 0.0% | 94 | -555 | -7.71% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Added to | 6,594 | 128 | 0.0% | 0.0% | 95 | +1,784 | 37.09% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,384 | 124 | 0.0% | 0.0% | 96 | -59 | -0.92% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,526 | 107 | 0.0% | 0.0% | 97 | -46 | -0.83% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 5,137 | 99 | 0.0% | 0.0% | 98 | -110 | -2.1% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,023 | 97 | 0.0% | 0.0% | 99 | +989 | 24.52% | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,212 | 81 | 0.0% | 0.0% | 100 | -5,810 | -57.97% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,111 | 80 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 3,885 | 75 | 0.0% | 0.0% | 102 | +296 | 8.25% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | New | 3,805 | 74 | 0.01% | — | 103 | +3,805 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,794 | 73 | 0.0% | 0.0% | 104 | -29,794 | -88.7% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,562 | 69 | 0.0% | 0.0% | 105 | -7 | -0.2% | Q4 2025 | Jan 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,854 | 55 | 0.01% | — | 106 | +2,854 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,619 | 50 | 0.0% | 0.0% | 107 | +504 | 23.83% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,186 | 42 | 0.0% | 0.0% | 108 | -14,053 | -86.54% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,994 | 38 | 0.0% | — | 109 | +1,994 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,413 | 27 | 0.0% | 0.0% | 110 | +494 | 53.75% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,312 | 25 | 0.01% | — | 111 | +1,295 | 7617.65% | Q4 2025 | Mar 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 715 | 13 | 0.0% | 0.0% | 112 | +389 | 119.33% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 631 | 12 | 0.0% | 0.0% | 113 | -616 | -49.4% | Q4 2025 | Feb 05, 2026 |
| Byrne Asset Management LLC | History | No change | 625 | 12 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WealthCollab, LLC | History | No change | 645 | 12 | 0.0% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 582 | 11 | 0.0% | 0.0% | 116 | -131 | -18.37% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 529 | 10 | 0.0% | 0.0% | 117 | -737 | -58.21% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 223 | 4 | 0.0% | — | 118 | +223 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 182 | 3 | 0.0% | — | 123 | +182 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 171 | 3 | 0.0% | — | 120 | +171 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 177 | 3 | 0.0% | 0.0% | 122 | +128 | 261.22% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 161 | 3 | 0.0% | 0.0% | 119 | -14 | -8.0% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | No change | 189 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 145 | 2 | 0.0% | 0.0% | 125 | -1,050 | -87.87% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 142 | 2 | 0.0% | — | 124 | +142 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 117 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Navigoe, LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IMA Advisory Services, Inc. | History | New | 70 | 1 | 0.0% | — | 129 | +70 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 79 | 1 | 0.0% | — | 131 | +53 | 203.85% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 63 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -1,647,118 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,231 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -40,818 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.08% | — | -32,559 | -100.0% | Q3 2025 | Oct 21, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,527 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -29,403 | -100.0% | Q3 2025 | Oct 22, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,862 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,039 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,815 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D'Orazio & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,296 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,634 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -739 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 15, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2 | 0 | — | — | — | -41 | -95.35% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FINANCIAL CONSULATE, INC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 22, 2026 |
| True Wealth Design, LLC | History | Reduced | 13 | 0 | — | — | — | -18 | -58.06% | Q4 2025 | Jan 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 10, 2026 |
| Stone House Investment Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -12 | -80.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |