WideOpenWest, Inc. - WOW
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Crestview Partners III GP, L.P. | History | Added to | 31,763,756 | 163,900 | 46.43% | 40.76% | 1 | +15,487 | 0.05% | Q3 2025 | Nov 14, 2025 |
| LB Partners LLC | History | Reduced | 3,877,126 | 20,005 | 12.84% | 17.4% | 2 | -2,834,345 | -42.23% | Q3 2025 | Oct 31, 2025 |
| BlackRock, Inc. | History | Added to | 3,711,971 | 19,153 | 0.0% | 0.0% | 3 | +21,910 | 0.59% | Q3 2025 | Nov 12, 2025 |
| FIL Ltd | History | New | 3,430,679 | 17,702 | 0.01% | — | 4 | +3,430,679 | New | Q3 2025 | Nov 13, 2025 |
| VANGUARD GROUP INC | History | Reduced | 2,917,856 | 15,056 | 0.0% | 0.0% | 5 | -344,926 | -10.57% | Q3 2025 | Nov 07, 2025 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,386,825 | 12,316 | 0.01% | 0.0% | 6 | +1,407,970 | 143.84% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | New | 1,939,338 | 10,006 | 0.02% | — | 7 | +1,939,338 | New | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | New | 1,864,114 | 9,618 | 0.06% | — | 8 | +1,864,114 | New | Q3 2025 | Nov 13, 2025 |
| WATER ISLAND CAPITAL LLC | History | New | 1,558,174 | 8,040 | 1.01% | — | 9 | +1,558,174 | New | Q3 2025 | Nov 14, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 1,335,850 | 6,892 | 0.07% | 0.05% | 10 | +53,538 | 4.18% | Q3 2025 | Nov 12, 2025 |
| Paragon Capital Management Ltd | History | No change | 1,305,912 | 6,738 | 1.27% | 0.96% | 11 | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,153,726 | 5,953 | 0.0% | 0.0% | 12 | +291,946 | 33.88% | Q3 2025 | Nov 10, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,137,222 | 5,869 | 0.0% | 0.0% | 13 | -20,088 | -1.74% | Q3 2025 | Nov 12, 2025 |
| STATE STREET CORP | History | Added to | 1,097,969 | 5,665 | 0.0% | 0.0% | 14 | +8,616 | 0.79% | Q3 2025 | Nov 14, 2025 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 1,025,400 | 5,291 | 0.32% | — | 15 | +1,025,400 | New | Q3 2025 | Nov 06, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 983,849 | 5,076 | 0.0% | 0.0% | 16 | -104,760 | -9.62% | Q3 2025 | Nov 12, 2025 |
| Rangeley Capital, LLC | History | Added to | 948,000 | 4,891 | 4.23% | 4.11% | 17 | +99,000 | 11.66% | Q3 2025 | Nov 14, 2025 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 812,853 | 4,194 | 0.67% | 0.08% | 18 | +686,900 | 545.36% | Q3 2025 | Nov 12, 2025 |
| Qube Research & Technologies Ltd | History | New | 703,426 | 3,629 | 0.0% | — | 19 | +703,426 | New | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 613,500 | 3,165 | 0.0% | 0.0% | 20 | +599,000 | 4131.03% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Added to | 530,215 | 2,735 | 0.0% | 0.0% | 21 | +315,118 | 146.5% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 474,470 | 2,448 | 0.0% | 0.0% | 22 | +430,312 | 974.48% | Q3 2025 | Nov 14, 2025 |
| NORTHERN TRUST CORP | History | Added to | 400,872 | 2,068 | 0.0% | 0.0% | 23 | +1,297 | 0.32% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Added to | 349,582 | 1,803 | 0.0% | 0.0% | 24 | +40,800 | 13.21% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Reduced | 269,851 | 1,392 | 0.01% | 0.02% | 25 | -239,400 | -47.01% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | New | 265,464 | 1,369 | 0.0% | — | 26 | +265,464 | New | Q3 2025 | Nov 14, 2025 |
| Groupe la Francaise | History | New | 217,782 | 1,123 | 0.02% | — | 27 | +217,782 | New | Q3 2025 | Nov 13, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 215,112 | 1,110 | 0.01% | — | 28 | +215,112 | New | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 156,830 | 809 | 0.0% | 0.0% | 29 | +62,671 | 66.56% | Q3 2025 | Nov 14, 2025 |
| Luxor Capital Group, LP | History | Reduced | 155,010 | 799 | 0.04% | 0.25% | 30 | -679,817 | -81.43% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Added to | 146,677 | 756 | 0.0% | 0.0% | 31 | +2,128 | 1.47% | Q3 2025 | Nov 03, 2025 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 145,187 | 749 | 0.06% | — | 32 | +145,187 | New | Q3 2025 | Nov 07, 2025 |
| Invesco Ltd. | History | Reduced | 142,445 | 735 | 0.0% | 0.0% | 33 | -75,235 | -34.56% | Q3 2025 | Nov 13, 2025 |
| UBS Group AG | History | Reduced | 141,239 | 728 | 0.0% | 0.0% | 34 | -113,835 | -44.63% | Q3 2025 | Nov 13, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 139,352 | 719 | 0.0% | 0.0% | 35 | +31,000 | 28.61% | Q3 2025 | Nov 13, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 137,338 | 708 | 0.0% | 0.0% | 36 | +7,129 | 5.48% | Q3 2025 | Nov 12, 2025 |
| BCK CAPITAL MANAGEMENT LP | History | New | 133,544 | 689 | 0.73% | — | 37 | +133,544 | New | Q3 2025 | Nov 10, 2025 |
| CI INVESTMENTS INC. | History | No change | 111,242 | 574 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| TCW GROUP INC | History | No change | 103,733 | 535 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Nuveen, LLC | History | Reduced | 103,093 | 531 | 0.0% | 0.0% | 40 | -13,410 | -11.51% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | Reduced | 82,695 | 426 | 0.0% | 0.0% | 41 | -312,593 | -79.08% | Q3 2025 | Nov 14, 2025 |
| RHUMBLINE ADVISERS | History | Reduced | 76,533 | 394 | 0.0% | 0.0% | 42 | -1,943 | -2.48% | Q3 2025 | Nov 06, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 72,149 | 372 | 0.0% | — | 43 | +72,149 | New | Q3 2025 | Nov 07, 2025 |
| XTX Topco Ltd | History | Added to | 71,812 | 370 | 0.02% | 0.01% | 44 | +22,609 | 45.95% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Reduced | 71,190 | 367 | 0.0% | 0.0% | 45 | -49,696 | -41.11% | Q3 2025 | Mar 31, 2026 |
| Virtu Financial LLC | History | New | 69,099 | 357 | 0.02% | — | 46 | +69,099 | New | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 67,602 | 348 | 0.0% | 0.0% | 47 | -628,820 | -90.29% | Q3 2025 | Nov 26, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 60,300 | 311 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| FMR LLC | History | Added to | 56,749 | 292 | 0.0% | 0.0% | 49 | +54,380 | 2295.48% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 56,100 | 289 | 0.0% | 0.0% | 50 | -135,385 | -70.7% | Q3 2025 | Nov 14, 2025 |
| GUGGENHEIM CAPITAL LLC | History | New | 52,594 | 271 | 0.0% | — | 51 | +52,594 | New | Q3 2025 | Nov 13, 2025 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 50,000 | 258 | 0.0% | — | 52 | +50,000 | New | Q3 2025 | Nov 12, 2025 |
| SG Americas Securities, LLC | History | New | 45,896 | 237 | 0.0% | — | 53 | +45,896 | New | Q3 2025 | Oct 23, 2025 |
| Carmignac Gestion | History | New | 40,038 | 206 | 0.0% | — | 54 | +40,038 | New | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | Added to | 39,128 | 201 | 0.0% | 0.0% | 55 | +6,326 | 19.29% | Q3 2025 | Nov 13, 2025 |
| DEUTSCHE BANK AG\ | History | Reduced | 36,543 | 188 | 0.0% | 0.0% | 56 | -64,583 | -63.86% | Q3 2025 | Nov 13, 2025 |
| Aquatic Capital Management LLC | History | Added to | 35,506 | 183 | 0.0% | 0.0% | 57 | +32,206 | 975.94% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Added to | 35,166 | 181 | 0.0% | 0.0% | 58 | +19,786 | 128.65% | Q3 2025 | Nov 12, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 33,870 | 174 | 0.0% | 0.0% | 59 | -251,796 | -88.14% | Q3 2025 | Feb 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 29,689 | 153 | 0.01% | 0.09% | 60 | -294,256 | -90.84% | Q3 2025 | Nov 07, 2025 |
| MetLife Investment Management, LLC | History | Reduced | 28,527 | 147 | 0.0% | 0.0% | 61 | -1,560 | -5.18% | Q3 2025 | Nov 13, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 25,576 | 132 | 0.0% | 0.0% | 62 | +2,134 | 9.1% | Q3 2025 | Nov 14, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 25,154 | 129 | 0.0% | 0.0% | 63 | +3,438 | 15.83% | Q3 2025 | Nov 13, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 23,504 | 121 | 0.0% | 0.0% | 64 | -5,316 | -18.45% | Q3 2025 | Nov 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 22,126 | 114 | 0.0% | 0.0% | 65 | -4,200 | -15.95% | Q3 2025 | Nov 12, 2025 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 21,500 | 110 | 0.06% | 0.18% | 66 | -49,400 | -69.68% | Q3 2025 | Nov 14, 2025 |
| Murchinson Ltd. | History | New | 19,400 | 100 | 0.01% | — | 67 | +19,400 | New | Q3 2025 | Nov 14, 2025 |
| PenderFund Capital Management Ltd. | History | New | 19,000 | 98 | 0.02% | — | 68 | +19,000 | New | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | New | 16,983 | 87 | 0.02% | — | 69 | +16,983 | New | Q3 2025 | Nov 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 16,304 | 84 | 0.0% | — | 70 | +16,304 | New | Q3 2025 | Nov 14, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 15,612 | 80 | 0.0% | — | 71 | +15,612 | New | Q3 2025 | Oct 28, 2025 |
| Verition Fund Management LLC | History | New | 14,682 | 75 | 0.0% | — | 73 | +14,682 | New | Q3 2025 | Nov 14, 2025 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | New | 14,632 | 75 | 0.02% | — | 72 | +14,632 | New | Q3 2025 | Nov 12, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 13,261 | 68 | 0.0% | 0.0% | 74 | +3,679 | 38.39% | Q3 2025 | Nov 12, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,544 | 64 | 0.0% | 0.0% | 75 | +2,201 | 21.28% | Q3 2025 | Nov 13, 2025 |
| Quantinno Capital Management LP | History | New | 12,029 | 62 | 0.0% | — | 76 | +12,029 | New | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 11,600 | 59 | 0.0% | 0.0% | 77 | -14,800 | -56.06% | Q3 2025 | Nov 14, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,495 | 59 | 0.0% | 0.0% | 78 | +408 | 3.68% | Q3 2025 | Nov 19, 2025 |
| Creative Planning | History | New | 11,341 | 58 | 0.0% | — | 79 | +11,341 | New | Q3 2025 | Nov 14, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,122 | 57 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| Horst & Graben Wealth Management LLC | History | No change | 10,332 | 53 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q3 2025 | Oct 16, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 10,018 | 51 | 0.0% | 0.0% | 83 | -62,579 | -86.2% | Q3 2025 | Nov 13, 2025 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,000 | 51 | 0.0% | 0.0% | 82 | -77 | -0.76% | Q3 2025 | Nov 12, 2025 |
| GROUP ONE TRADING LLC | History | Reduced | 8,990 | 46 | 0.0% | 0.0% | 84 | -17,485 | -66.04% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5,732 | 29 | 0.02% | 0.0% | 85 | +4,753 | 485.5% | Q3 2025 | Nov 19, 2025 |
| CITIGROUP INC | History | Reduced | 4,725 | 24 | 0.0% | 0.0% | 86 | -12,422 | -72.44% | Q3 2025 | Nov 10, 2025 |
| Legal & General Group Plc | History | No change | 4,458 | 23 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Russell Investments Group, Ltd. | History | New | 4,290 | 22 | 0.0% | — | 88 | +4,290 | New | Q3 2025 | Nov 13, 2025 |
| Ameritas Investment Partners, Inc. | History | No change | 4,110 | 21 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,857 | 19 | 0.0% | 0.0% | 90 | -4,371 | -53.12% | Q3 2025 | Nov 14, 2025 |
| Sterling Capital Management LLC | History | Added to | 3,491 | 18 | 0.0% | 0.0% | 92 | +2,079 | 147.24% | Q3 2025 | Nov 12, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 3,572 | 18 | 0.0% | 0.0% | 91 | +3 | 0.08% | Q3 2025 | Nov 14, 2025 |
| AMALGAMATED BANK | History | No change | 1,878 | 10 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| CWM, LLC | History | Added to | 1,239 | 6 | 0.0% | 0.0% | 94 | +969 | 358.89% | Q3 2025 | Oct 15, 2025 |
| WHITTIER TRUST CO | History | New | 1,020 | 5 | 0.0% | — | 95 | +1,020 | New | Q3 2025 | Oct 31, 2025 |
| Optiver Holding B.V. | History | New | 854 | 4 | 0.0% | — | 96 | +854 | New | Q3 2025 | Nov 10, 2025 |
| OSAIC HOLDINGS, INC. | History | No change | 600 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| SIGNATUREFD, LLC | History | New | 488 | 2 | 0.0% | — | 98 | +488 | New | Q3 2025 | Oct 21, 2025 |
| Covestor Ltd | History | Reduced | 299 | 1 | 0.0% | 0.1% | 100 | -40,537 | -99.27% | Q3 2025 | Oct 30, 2025 |
| Arax Advisory Partners | History | New | 208 | 1 | 0.0% | — | 99 | +208 | New | Q3 2025 | Nov 14, 2025 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -2,612,762 | -100.0% | Q2 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,132,274 | -100.0% | Q2 2025 | Aug 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -413,172 | -100.0% | Q2 2025 | Aug 14, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -364,570 | -100.0% | Q2 2025 | Aug 14, 2025 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.07% | — | -290,369 | -100.0% | Q2 2025 | Aug 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -164,368 | -100.0% | Q2 2025 | Aug 14, 2025 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -155,998 | -100.0% | Q2 2025 | Jul 17, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -128,845 | -100.0% | Q2 2025 | Nov 21, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105,470 | -100.0% | Q2 2025 | Aug 11, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -68,793 | -100.0% | Q2 2025 | Aug 14, 2025 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -63,860 | -100.0% | Q2 2025 | Aug 13, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,985 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,624 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,880 | -100.0% | Q2 2025 | Jul 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,351 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,000 | -100.0% | Q2 2025 | Aug 08, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -21,959 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,828 | -100.0% | Q2 2025 | Aug 14, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -15,873 | -100.0% | Q2 2025 | Jul 31, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,396 | -100.0% | Q2 2025 | Aug 13, 2025 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,845 | -100.0% | Q2 2025 | Aug 07, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,143 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,081 | -100.0% | Q2 2025 | Jul 15, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,374 | -100.0% | Q2 2025 | Aug 07, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,000 | -100.0% | Q2 2025 | Jul 30, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,289 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.0% | — | -321 | -100.0% | Q2 2025 | Aug 14, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -167 | -100.0% | Q2 2025 | Jul 31, 2025 |
| Rialto Wealth Management, LLC | History | New | 148 | 0 | — | — | — | +148 | New | Q3 2025 | Nov 07, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 25 | 0 | — | — | — | -137 | -84.57% | Q3 2025 | Nov 10, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -135 | -100.0% | Q2 2025 | Jul 07, 2025 |
| GAMMA Investing LLC | History | New | 131 | 0 | — | — | — | +131 | New | Q3 2025 | Oct 02, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | New | 109 | 0 | — | — | — | +109 | New | Q3 2025 | Nov 13, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 110 | 0 | — | — | — | +40 | 57.14% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2025 | Nov 18, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2025 | Nov 14, 2025 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2025 | Jul 24, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 133 | 0 | — | — | — | -2 | -1.48% | Q3 2025 | Oct 17, 2025 |