TrueCar, Inc. - TRUE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Caledonia (Private) Investments Pty Ltd | History | Reduced | 17,420,868 | 39,371 | 0.75% | 0.53% | 1 | -337,278 | -1.9% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 6,413,572 | 14,494 | 0.0% | 0.0% | 2 | -413,244 | -6.05% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,421,720 | 9,993 | 0.0% | 0.0% | 3 | +45,410 | 1.04% | Q4 2025 | Jan 29, 2026 |
| GLAZER CAPITAL, LLC | History | New | 3,806,763 | 8,603 | 0.23% | — | 4 | +3,806,763 | New | Q4 2025 | Feb 13, 2026 |
| Whetstone Capital Advisors, LLC | History | Reduced | 3,074,241 | 6,947 | 2.17% | 1.72% | 5 | -301,899 | -8.94% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,831,363 | 6,392 | 0.01% | 0.01% | 6 | -86,182 | -2.95% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,814,164 | 6,360 | 0.0% | 0.0% | 7 | -27,590 | -0.97% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,442,599 | 5,520 | 0.01% | 0.01% | 8 | +370,398 | 17.87% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,867,402 | 4,221 | 0.0% | 0.0% | 9 | -5,485 | -0.29% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 1,792,298 | 4,050 | 0.0% | 0.0% | 10 | -544 | -0.03% | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 1,476,082 | 3,335 | 0.02% | — | 11 | +1,476,082 | New | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 1,054,721 | 2,383 | 0.0% | — | 12 | +1,054,721 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,018,566 | 2,301 | 0.0% | 0.0% | 13 | -18,695 | -1.8% | Q4 2025 | Feb 17, 2026 |
| Mill Road Capital Management LLC | History | Reduced | 886,075 | 2,002 | 1.19% | 1.65% | 14 | -837,725 | -48.6% | Q4 2025 | Feb 17, 2026 |
| Groupe la Francaise | History | New | 862,448 | 1,949 | 0.03% | — | 15 | +862,448 | New | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 577,860 | 1,305 | 0.0% | 0.0% | 16 | -54,273 | -8.59% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 533,321 | 1,205 | 0.0% | 0.0% | 17 | -40,369 | -7.04% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 524,366 | 1,185 | 0.0% | 0.0% | 18 | +102,183 | 24.2% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | New | 500,000 | 1,130 | 0.05% | — | 19 | +500,000 | New | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 423,064 | 956 | 0.0% | 0.0% | 20 | -87,484 | -17.14% | Q4 2025 | Feb 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 411,698 | 930 | 0.14% | — | 21 | +411,698 | New | Q4 2025 | Feb 05, 2026 |
| GABELLI FUNDS LLC | History | New | 401,723 | 907 | 0.01% | — | 22 | +401,723 | New | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 394,720 | 892 | 0.0% | 0.0% | 23 | -71,701 | -15.37% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 347,511 | 785 | 0.0% | 0.0% | 24 | -124,987 | -26.45% | Q4 2025 | Jan 29, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 280,265 | 633 | 0.08% | 0.06% | 25 | +5,850 | 2.13% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 252,267 | 570 | 0.0% | 0.0% | 26 | -69,650 | -21.64% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 248,092 | 560 | 0.0% | 0.0% | 27 | -3,586 | -1.42% | Q4 2025 | Feb 10, 2026 |
| GAM Holding AG | History | New | 245,000 | 553 | 0.04% | — | 28 | +245,000 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 208,333 | 470 | 0.03% | — | 29 | +208,333 | New | Q4 2025 | Feb 17, 2026 |
| Olympiad Research LP | History | New | 208,333 | 470 | 1.25% | — | 30 | +208,333 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 207,689 | 469 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 205,896 | 465 | 0.0% | 0.0% | 32 | -6,206 | -2.93% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 190,820 | 431 | 0.01% | 0.01% | 33 | +55,000 | 40.49% | Q4 2025 | Feb 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 178,528 | 403 | 0.03% | — | 34 | +178,528 | New | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 176,054 | 397 | 0.0% | 0.0% | 35 | +158,554 | 906.02% | Q4 2025 | Feb 17, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 173,620 | 392 | 0.04% | — | 36 | +173,620 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 166,628 | 376 | 0.0% | 0.0% | 37 | +13,972 | 9.15% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 160,683 | 364 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 158,167 | 357 | 0.0% | 0.0% | 39 | +202 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Diversified Investment Strategies, LLC | History | New | 150,000 | 339 | 0.22% | — | 40 | +150,000 | New | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 129,126 | 291 | 0.0% | 0.0% | 41 | +35,686 | 38.19% | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, LLC | History | New | 127,127 | 287 | 0.06% | — | 42 | +127,127 | New | Q4 2025 | Feb 26, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 125,000 | 282 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CSS LLC/IL | History | New | 122,500 | 276 | 0.01% | — | 44 | +122,500 | New | Q4 2025 | Feb 17, 2026 |
| Byrne Asset Management LLC | History | New | 117,700 | 266 | 0.15% | — | 45 | +117,700 | New | Q4 2025 | Jan 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 117,129 | 264 | 0.0% | 0.0% | 46 | -359,971 | -75.45% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 105,090 | 237 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 104,172 | 235 | 0.0% | 0.0% | 48 | -15,520 | -12.97% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 102,637 | 231 | 0.0% | 0.0% | 49 | -7,991 | -7.22% | Q4 2025 | Feb 11, 2026 |
| Cannon Global Investment Management, LLC | History | New | 100,700 | 227 | 0.57% | — | 50 | +100,700 | New | Q4 2025 | Jan 27, 2026 |
| PenderFund Capital Management Ltd. | History | New | 97,100 | 219 | 0.03% | — | 51 | +97,100 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 96,085 | 217 | 0.0% | — | 52 | +96,085 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 89,623 | 202 | 0.0% | 0.0% | 53 | +29,254 | 48.46% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 88,955 | 201 | 0.0% | 0.0% | 54 | +3,200 | 3.73% | Q4 2025 | Feb 19, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 87,936 | 198 | 0.0% | 0.0% | 55 | -132,935 | -60.19% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 60,560 | 136 | 0.0% | 0.0% | 56 | -180 | -0.3% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 53,073 | 119 | 0.0% | — | 57 | +53,073 | New | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 44,262 | 100 | 0.0% | — | 58 | +44,262 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 43,734 | 98 | 0.0% | 0.0% | 59 | -38,260 | -46.66% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 40,159 | 90 | 0.0% | — | 60 | +40,159 | New | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 37,865 | 85 | 0.0% | 0.0% | 62 | +2,216 | 6.22% | Q4 2025 | Feb 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 37,753 | 85 | 0.0% | 0.0% | 61 | +1,175 | 3.21% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 36,647 | 82 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 33,187 | 75 | 0.0% | 0.0% | 64 | -5,591 | -14.42% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Reduced | 32,458 | 73 | 0.0% | 0.01% | 65 | -27,950 | -46.27% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | New | 32,135 | 72 | 0.01% | — | 67 | +32,135 | New | Q4 2025 | Feb 13, 2026 |
| Carlson Capital, L.P. | History | New | 32,007 | 72 | 0.03% | — | 66 | +32,007 | New | Q4 2025 | Feb 03, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | New | 31,210 | 70 | 0.02% | — | 68 | +31,210 | New | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 26,700 | 60 | 0.0% | 0.0% | 69 | -4,852 | -15.38% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 26,418 | 59 | 0.0% | 0.0% | 70 | -1,948 | -6.87% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 25,400 | 57 | 0.0% | 0.0% | 71 | -45,300 | -64.07% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 25,184 | 56 | 0.0% | — | 72 | +25,184 | New | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | New | 23,715 | 53 | 0.01% | — | 74 | +23,715 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 23,800 | 53 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | New | 22,934 | 51 | 0.0% | — | 75 | +22,934 | New | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 20,534 | 46 | 0.0% | 0.0% | 76 | +5,000 | 32.19% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 19,525 | 44 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 18,612 | 42 | 0.0% | 0.0% | 79 | +2,785 | 17.6% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 18,736 | 42 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | No change | 18,600 | 42 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 17,439 | 39 | 0.01% | — | 82 | +17,439 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 17,310 | 39 | 0.0% | — | 83 | +17,310 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 17,266 | 39 | 0.0% | — | 81 | +17,266 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,169 | 36 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,669 | 35 | 0.0% | 0.0% | 85 | -6,514 | -29.36% | Q4 2025 | Jan 09, 2026 |
| ProShare Advisors LLC | History | Added to | 14,604 | 33 | 0.0% | 0.0% | 86 | +1,142 | 8.48% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | New | 13,996 | 31 | 0.0% | — | 87 | +13,996 | New | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | New | 13,917 | 31 | 0.0% | — | 88 | +13,917 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,542 | 28 | 0.0% | 0.0% | 89 | -20,648 | -62.21% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 11,512 | 26 | 0.0% | 0.0% | 90 | -600 | -4.95% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | New | 11,297 | 25 | 0.0% | — | 92 | +11,297 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,255 | 25 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 9,317 | 21 | 0.0% | 0.0% | 93 | -721,698 | -98.73% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 8,292 | 19 | 0.0% | 0.0% | 95 | +1,555 | 23.08% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 8,823 | 19 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,838 | 17 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 6,698 | 15 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 5,599 | 12 | 0.0% | 0.0% | 98 | +4,000 | 250.16% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 5,400 | 12 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SIMPLEX TRADING, LLC | History | New | 5,008 | 11 | 0.0% | — | 101 | +5,008 | New | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 4,913 | 11 | 0.0% | 0.0% | 100 | +10 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,536 | 10 | 0.0% | 0.0% | 103 | -1,336 | -22.75% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,607 | 10 | 0.0% | 0.0% | 102 | -825 | -15.19% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,130 | 7 | 0.0% | — | 104 | +3,130 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,511 | 6 | 0.0% | 0.0% | 105 | -809 | -24.37% | Q4 2025 | Feb 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 2,720 | 6 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,950 | 4 | 0.0% | — | 107 | +1,950 | New | Q4 2025 | Mar 16, 2026 |
| Marquette Asset Management, LLC | History | Added to | 1,768 | 3 | 0.0% | 0.0% | 109 | +426 | 31.74% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,648 | 3 | 0.0% | 0.0% | 110 | +234 | 16.55% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,578 | 3 | 0.0% | 0.0% | 108 | -126 | -7.39% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 1,374 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 1,102 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Golden State Wealth Management, LLC | History | New | 530 | 1 | 0.0% | — | 114 | +530 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 538 | 1 | 0.0% | — | 113 | +128 | 31.22% | Q4 2025 | Feb 06, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Closed out | 0 | 0 | — | 1.02% | — | -7,962,245 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -378,424 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -186,695 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -138,087 | -100.0% | Q3 2025 | Nov 13, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -53,752 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,448 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,419 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -41,486 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -34,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,044 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,437 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,097 | -100.0% | Q3 2025 | Oct 31, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,073 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,415 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,068 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,728 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -604 | -100.0% | Q3 2025 | Oct 27, 2025 |
| OPTIMA CAPITAL LLC | History | New | 342 | 0 | — | — | — | +342 | New | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -291 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Torren Management, LLC | History | New | 158 | 0 | — | — | — | +158 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Reduced | 25 | 0 | — | — | — | -109 | -81.34% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 77 | 0 | — | — | — | +77 | New | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 48 | 0 | — | — | — | +48 | New | Q4 2025 | Jan 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Mar 03, 2026 |
| Sunbelt Securities, Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 20, 2026 |
| FNY Investment Advisers, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Jan 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 196 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Root Financial Partners, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | No change | 262 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 399 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 345 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |