Oncology Institute, Inc. - TOI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 4,781,537 | 17,022 | 0.02% | 0.01% | 1 | +2,263,200 | 89.87% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,748,635 | 16,905 | 0.0% | 0.0% | 2 | +203,390 | 4.47% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 3,905,333 | 13,902 | 0.0% | 0.0% | 3 | +470,458 | 13.7% | Q4 2025 | Feb 12, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | No change | 3,360,052 | 11,961 | 0.15% | 0.18% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | Added to | 3,029,312 | 10,784 | 0.53% | 0.47% | 5 | +324,662 | 12.0% | Q4 2025 | Feb 11, 2026 |
| Kanen Wealth Management LLC | History | Added to | 2,976,144 | 10,712 | 3.25% | 2.15% | 6 | +1,134,043 | 61.56% | Q4 2025 | Feb 18, 2026 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | History | Added to | 2,459,809 | 8,756 | 6.53% | 0.57% | 7 | +2,255,559 | 1104.31% | Q4 2025 | Feb 20, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,570,454 | 5,592 | 0.0% | 0.0% | 8 | +168,548 | 12.02% | Q4 2025 | Feb 09, 2026 |
| WEXFORD CAPITAL LP | History | Reduced | 1,533,456 | 5,459 | 1.05% | 0.79% | 9 | -37,613 | -2.39% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 1,351,624 | 4,811 | 0.0% | 0.0% | 10 | +221,599 | 19.61% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,142,415 | 4,066 | 0.0% | 0.0% | 11 | +885,627 | 344.89% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 962,550 | 3,426 | 0.0% | 0.0% | 12 | +770,850 | 402.11% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 721,900 | 2,569 | 0.0% | 0.0% | 13 | -28,600 | -3.81% | Q4 2025 | Feb 12, 2026 |
| BRC Group Holdings, Inc. | History | Reduced | 663,376 | 2,361 | 1.01% | 1.91% | 14 | -148,170 | -18.26% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 570,424 | 2,030 | 0.0% | 0.0% | 15 | -111,219 | -16.32% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Added to | 499,244 | 1,777 | 0.0% | 0.0% | 16 | +34,552 | 7.44% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 477,100 | 1,698 | 0.0% | 0.0% | 17 | +367,339 | 334.67% | Q4 2025 | Feb 17, 2026 |
| Massar Capital Management, LP | History | No change | 400,000 | 1,424 | 0.15% | 0.18% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 386,778 | 1,376 | 0.0% | 0.0% | 19 | +362,349 | 1483.27% | Q4 2025 | Feb 11, 2026 |
| FourWorld Capital Management LLC | History | Added to | 382,700 | 1,362 | 19.28% | 1.97% | 20 | +24,700 | 6.9% | Q4 2025 | Feb 20, 2026 |
| GatePass Capital, LLC | History | New | 360,000 | 1,281 | 0.66% | — | 21 | +360,000 | New | Q4 2025 | Feb 09, 2026 |
| FreeGulliver LLC | History | Added to | 355,672 | 1,266 | 0.47% | 0.33% | 22 | +145,672 | 69.37% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 287,686 | 1,024 | 0.0% | 0.0% | 23 | -768,176 | -72.75% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 270,885 | 964 | 0.0% | 0.0% | 24 | +3,900 | 1.46% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 262,050 | 932 | 0.0% | 0.0% | 25 | -16,917 | -6.06% | Q4 2025 | Feb 17, 2026 |
| Maven Securities LTD | History | Added to | 251,128 | 894 | 0.02% | 0.01% | 26 | +151,128 | 151.13% | Q4 2025 | Feb 13, 2026 |
| Mount Lucas Management LP | History | Added to | 250,000 | 890 | 0.36% | 0.23% | 27 | +89,500 | 55.76% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 222,053 | 790 | 0.0% | 0.0% | 28 | +131,037 | 143.97% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 208,265 | 741 | 0.0% | 0.0% | 29 | +20,731 | 11.05% | Q4 2025 | Feb 13, 2026 |
| T3 Companies, LLC | History | New | 201,100 | 715 | 0.89% | — | 30 | +201,100 | New | Q4 2025 | Feb 11, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Reduced | 195,569 | 696 | 0.12% | 0.62% | 31 | -661,059 | -77.17% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 193,141 | 687 | 0.0% | 0.0% | 32 | -757,860 | -79.69% | Q4 2025 | Feb 17, 2026 |
| Informed Momentum Co LLC | History | No change | 182,509 | 649 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 180,300 | 641 | 0.0% | 0.0% | 34 | +155,136 | 616.5% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 155,724 | 554 | 0.0% | — | 35 | +155,724 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 138,838 | 494 | 0.0% | 0.0% | 36 | +6,941 | 5.26% | Q4 2025 | Feb 10, 2026 |
| ExodusPoint Capital Management, LP | History | New | 117,326 | 417 | 0.0% | — | 37 | +117,326 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 111,553 | 397 | 0.0% | — | 38 | +111,553 | New | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 106,673 | 379 | 0.04% | 0.02% | 39 | +43,688 | 69.36% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 106,452 | 378 | 0.0% | 0.0% | 40 | +20,605 | 24.0% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 98,700 | 351 | 0.02% | 0.02% | 41 | +21,100 | 27.19% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 85,851 | 305 | 0.0% | 0.0% | 42 | +4,489 | 5.52% | Q4 2025 | Feb 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 85,230 | 303 | 0.0% | 0.01% | 43 | -162,654 | -65.62% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 83,601 | 297 | 0.0% | 0.0% | 44 | +45,234 | 117.9% | Q4 2025 | Feb 13, 2026 |
| Lee Financial Co | History | No change | 81,362 | 289 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | New | 78,633 | 279 | 0.0% | — | 46 | +78,633 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 76,672 | 272 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 74,585 | 265 | 0.0% | 0.0% | 48 | -8,794 | -10.55% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 70,654 | 252 | 0.02% | — | 49 | +70,654 | New | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | No change | 70,154 | 249 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fielder Capital Group LLC | History | No change | 70,192 | 249 | 0.05% | 0.06% | 51 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | New | 69,275 | 246 | 0.0% | — | 52 | +69,275 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 62,840 | 223 | 0.0% | 0.0% | 53 | +61,440 | 4388.57% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 62,222 | 221 | 0.0% | 0.0% | 54 | -6,700 | -9.72% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 61,764 | 219 | 0.0% | 0.0% | 56 | -80,790 | -56.67% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 61,600 | 219 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | New | 50,100 | 178 | 0.0% | — | 57 | +50,100 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 48,072 | 171 | 0.0% | 0.0% | 58 | +4,007 | 9.09% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 47,848 | 170 | 0.0% | 0.0% | 59 | -40,633 | -45.92% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 47,012 | 167 | 0.0% | 0.0% | 60 | +8,425 | 21.83% | Q4 2025 | Feb 19, 2026 |
| XTX Topco Ltd | History | New | 46,522 | 165 | 0.0% | — | 62 | +46,522 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 46,448 | 165 | 0.0% | 0.0% | 61 | -5,276 | -10.2% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 44,932 | 159 | 0.04% | 0.01% | 63 | +41,656 | 1271.55% | Q4 2025 | Mar 03, 2026 |
| MetLife Investment Management, LLC | History | Added to | 40,455 | 144 | 0.0% | 0.0% | 64 | +18,819 | 86.98% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 38,002 | 136 | 0.0% | 0.0% | 65 | +8,238 | 27.68% | Q4 2025 | Feb 17, 2026 |
| nVerses Capital, LLC | History | New | 31,595 | 112 | 0.25% | — | 68 | +31,595 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 31,468 | 112 | 0.0% | 0.0% | 67 | +5,181 | 19.71% | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 31,666 | 112 | 0.0% | 0.0% | 66 | +4,514 | 16.62% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 31,180 | 111 | 0.0% | 0.0% | 69 | -11,745 | -27.36% | Q4 2025 | Feb 18, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 30,581 | 108 | 0.01% | — | 70 | +30,581 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 29,588 | 105 | 0.0% | — | 72 | +29,588 | New | Q4 2025 | Feb 17, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | New | 29,534 | 105 | 0.01% | — | 71 | +29,534 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 25,279 | 89 | 0.0% | 0.0% | 73 | -58,121 | -69.69% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,287 | 86 | 0.0% | 0.0% | 74 | -20,958 | -46.32% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 21,831 | 77 | 0.0% | — | 75 | +21,831 | New | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | New | 18,456 | 65 | 0.03% | — | 76 | +18,456 | New | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 17,722 | 63 | 0.0% | 0.0% | 77 | -1,887 | -9.62% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 17,733 | 62 | 0.0% | 0.0% | 78 | -73,708 | -80.61% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 16,137 | 57 | 0.0% | 0.0% | 79 | -12,208 | -43.07% | Q4 2025 | Jan 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 15,633 | 55 | 0.0% | — | 80 | +15,633 | New | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 15,429 | 54 | 0.0% | — | 81 | +15,429 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,386 | 54 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,978 | 53 | 0.0% | 0.0% | 83 | +2,859 | 23.59% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,765 | 52 | 0.0% | 0.0% | 84 | -2,970 | -16.75% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 12,469 | 44 | 0.0% | 0.0% | 85 | +2,208 | 21.52% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 11,846 | 42 | 0.0% | 0.0% | 86 | +928 | 8.5% | Q4 2025 | Feb 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 11,676 | 41 | 0.0% | 0.01% | 87 | -5,738 | -32.95% | Q4 2025 | Feb 05, 2026 |
| R Squared Ltd | History | New | 11,462 | 40 | 0.02% | — | 88 | +11,462 | New | Q4 2025 | Jan 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 10,000 | 35 | 0.0% | — | 89 | +10,000 | New | Q4 2025 | Jan 30, 2026 |
| AMG National Trust Bank | History | No change | 10,000 | 35 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,680 | 30 | 0.0% | — | 91 | +8,680 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 7,724 | 27 | 0.0% | 0.0% | 92 | +1,148 | 17.46% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,002 | 24 | 0.0% | 0.0% | 93 | +4,785 | 215.83% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,026 | 21 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,347 | 19 | 0.0% | 0.0% | 96 | -8,286 | -60.78% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,600 | 19 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,106 | 18 | 0.0% | — | 97 | +5,106 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,931 | 17 | 0.0% | 0.0% | 98 | +42 | 0.86% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 4,202 | 14 | 0.0% | 0.0% | 99 | +517 | 14.03% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,500 | 12 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,306 | 8 | 0.0% | — | 102 | +2,106 | 1053.0% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Added to | 2,144 | 8 | 0.0% | 0.0% | 101 | +128 | 6.35% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 1,751 | 6 | 0.0% | 0.0% | 103 | -799 | -31.33% | Q4 2025 | Feb 13, 2026 |
| Strive Financial Group ,LLC | History | New | 1,584 | 5 | 0.0% | — | 105 | +1,584 | New | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 1,492 | 5 | 0.0% | 0.0% | 104 | +866 | 138.34% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | New | 1,024 | 4 | 0.0% | — | 106 | +1,024 | New | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 390 | 1 | 0.0% | — | 107 | +245 | 168.97% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 500 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 459 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Manatuck Hill Partners, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -629,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EHP Funds Inc. | History | Closed out | 0 | 0 | — | 0.75% | — | -244,041 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NKCFO LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -190,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -126,985 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -83,862 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -72,408 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -42,945 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -40,273 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,748 | -100.0% | Q3 2025 | Nov 14, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,794 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,020 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,880 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,926 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,169 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Advisors, Ltd. LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -1,216 | -99.75% | Q4 2025 | Jan 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | — | — | -265 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIGNATUREFD, LLC | History | New | 186 | 0 | — | — | — | +186 | New | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | New | 160 | 0 | — | — | — | +160 | New | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Reduced | 3 | 0 | — | — | — | -106 | -97.25% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 58 | 0 | — | — | — | +58 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 162 | 0 | — | — | — | +10 | 6.58% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |