Ermenegildo Zegna N.V. - ZGN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Temasek Holdings (Private) Ltd | History | No change | 27,242,276 | 279,233 | 0.88% | 0.89% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 4,177,804 | 42,822 | 0.14% | 0.07% | 2 | +1,785,266 | 74.62% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 3,961,744 | 40,608 | 0.0% | 0.0% | 3 | -36,385 | -0.91% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,280,186 | 33,621 | 0.0% | 0.0% | 4 | +87,397 | 2.74% | Q4 2025 | Feb 12, 2026 |
| HARRIS ASSOCIATES L P | History | Reduced | 3,213,300 | 32,936 | 0.04% | 0.05% | 5 | -342,900 | -9.64% | Q4 2025 | Feb 17, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 1,930,348 | 19,786 | 0.03% | 0.03% | 6 | -193,195 | -9.1% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | Reduced | 1,241,329 | 12,723 | 0.01% | 0.01% | 7 | -263,635 | -17.52% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,188,887 | 12,186 | 0.01% | 0.0% | 8 | +504,546 | 73.73% | Q4 2025 | Feb 17, 2026 |
| Tabor Asset Management, LP | History | Added to | 1,068,259 | 10,949 | 4.42% | 3.65% | 9 | +428,060 | 66.86% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 980,405 | 10,049 | 0.01% | 0.0% | 10 | +433,670 | 79.32% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 878,867 | 9,013 | 0.0% | 0.0% | 11 | +27,336 | 3.21% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 835,467 | 8,563 | 0.0% | 0.0% | 12 | +62,014 | 8.02% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 714,708 | 7,325 | 0.0% | 0.0% | 13 | -12,225 | -1.68% | Q4 2025 | Feb 09, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 710,534 | 7,282 | 0.39% | 0.7% | 14 | -658,642 | -48.1% | Q4 2025 | Feb 17, 2026 |
| GAM Holding AG | History | No change | 706,936 | 7,246 | 0.46% | 0.41% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 699,321 | 7,168 | 0.37% | 0.34% | 16 | -18,325 | -2.55% | Q4 2025 | Jan 27, 2026 |
| QVIDTVM Management LLC | History | Added to | 475,893 | 4,877 | 5.52% | 1.18% | 17 | +474,493 | 33892.36% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 452,237 | 4,635 | 0.0% | 0.01% | 18 | -43,705 | -8.81% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 417,317 | 4,277 | 0.0% | 0.0% | 19 | +7,896 | 1.93% | Q4 2025 | Jan 29, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 360,000 | 3,690 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 313,570 | 3,214 | 0.0% | 0.0% | 21 | -38,418 | -10.91% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 302,424 | 3,099 | 0.01% | 0.01% | 22 | -1,782 | -0.59% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 261,276 | 2,678 | 0.0% | 0.01% | 23 | -243,697 | -48.26% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 234,200 | 2,400 | 0.0% | 0.01% | 24 | -208,800 | -47.13% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 212,858 | 2,181 | 0.0% | 0.0% | 25 | -57,853 | -21.37% | Q4 2025 | Feb 13, 2026 |
| MATAURO, LLC | History | New | 204,757 | 2,098 | 0.32% | — | 26 | +204,757 | New | Q4 2025 | Jan 16, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 194,530 | 1,993 | 0.07% | — | 27 | +194,530 | New | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 186,639 | 1,913 | 0.0% | 0.01% | 28 | -611,735 | -76.62% | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | Reduced | 172,543 | 1,768 | 0.11% | 0.1% | 29 | -666 | -0.38% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 166,356 | 1,705 | 0.0% | 0.0% | 30 | -136,596 | -45.09% | Q4 2025 | Mar 25, 2026 |
| CastleKnight Management LP | History | No change | 158,700 | 1,626 | 0.04% | 0.03% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 155,299 | 1,591 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 154,091 | 1,579 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 136,158 | 1,395 | 0.0% | — | 34 | +136,158 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 128,288 | 1,314 | 0.0% | 0.0% | 35 | -1,676 | -1.29% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | New | 113,647 | 1,164 | 0.02% | — | 36 | +113,647 | New | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 111,531 | 1,143 | 0.0% | 0.0% | 37 | -569,062 | -83.61% | Q4 2025 | Feb 17, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 111,572 | 1,143 | 0.61% | 0.05% | 38 | +100,452 | 903.35% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 100,028 | 1,025 | 0.0% | 0.0% | 39 | -18,958 | -15.93% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 96,285 | 986 | 0.0% | 0.0% | 40 | -30,342 | -23.96% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 95,209 | 975 | 0.04% | 0.04% | 41 | -17,926 | -15.84% | Q4 2025 | Feb 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 88,433 | 906 | 0.06% | 0.06% | 42 | +37,273 | 72.86% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 86,679 | 888 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 86,439 | 885 | 0.0% | 0.0% | 44 | +72,671 | 527.83% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 84,364 | 864 | 0.0% | 0.0% | 45 | +20,230 | 31.54% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 71,226 | 730 | 0.0% | 0.0% | 46 | +13,249 | 22.85% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 67,591 | 692 | 0.0% | 0.0% | 47 | +29,634 | 78.07% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 67,547 | 692 | 0.0% | 0.0% | 48 | -2,015 | -2.9% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 58,732 | 602 | 0.0% | 0.0% | 49 | +17,818 | 43.55% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 57,477 | 589 | 0.0% | 0.0% | 50 | +1,822 | 3.27% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 56,914 | 583 | 0.0% | 0.0% | 51 | -30,383 | -34.8% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 53,700 | 550 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 50,000 | 512 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 49,445 | 508 | 0.0% | 0.0% | 54 | +29,790 | 151.56% | Q4 2025 | Feb 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 46,635 | 478 | 0.04% | — | 55 | +46,635 | New | Q4 2025 | Feb 17, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 42,768 | 438 | 0.0% | — | 56 | +42,768 | New | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 41,811 | 428 | 0.0% | 0.0% | 57 | -5,724 | -12.04% | Q4 2025 | Feb 19, 2026 |
| MetLife Investment Management, LLC | History | No change | 37,948 | 388 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 37,145 | 381 | 0.0% | 0.0% | 59 | -6,030 | -13.97% | Q4 2025 | Jan 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 36,851 | 377 | 0.0% | 0.0% | 60 | +3,352 | 10.01% | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | Reduced | 35,207 | 360 | 0.01% | 0.03% | 61 | -78,632 | -69.07% | Q4 2025 | Feb 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 35,000 | 358 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Walleye Capital LLC | History | New | 32,660 | 334 | 0.0% | — | 63 | +32,660 | New | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 31,654 | 324 | 0.04% | 0.02% | 64 | +14,697 | 86.67% | Q4 2025 | Jan 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 31,000 | 318 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gordian Capital Singapore Pte Ltd | History | New | 29,000 | 297 | 0.41% | — | 66 | +29,000 | New | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 28,656 | 293 | 0.0% | 0.0% | 67 | -340 | -1.17% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 27,811 | 285 | 0.0% | 0.0% | 68 | +11,210 | 67.53% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 26,159 | 268 | 0.0% | — | 69 | +26,159 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 25,223 | 258 | 0.0% | 0.0% | 70 | +13,640 | 117.76% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 24,690 | 253 | 0.0% | 0.0% | 71 | -329 | -1.32% | Q4 2025 | Feb 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 19,655 | 201 | 0.05% | — | 72 | +19,655 | New | Q4 2025 | Feb 13, 2026 |
| Next Capital Management LLC | History | No change | 18,275 | 187 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,180 | 186 | 0.0% | — | 74 | +18,180 | New | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 18,001 | 184 | 0.0% | 0.0% | 75 | +1,097 | 6.49% | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,292 | 177 | 0.0% | 0.0% | 76 | +5,442 | 45.92% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,323 | 177 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 16,133 | 165 | 0.0% | 0.0% | 78 | +1,196 | 8.01% | Q4 2025 | Feb 10, 2026 |
| Marex Group plc | History | New | 14,001 | 143 | 0.0% | — | 79 | +14,001 | New | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 13,578 | 139 | 0.0% | 0.0% | 80 | +472 | 3.6% | Q4 2025 | Jan 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 12,851 | 131 | 0.0% | 0.0% | 81 | +949 | 7.97% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,427 | 127 | 0.0% | 0.0% | 82 | -68,196 | -84.59% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Added to | 11,294 | 115 | 0.0% | 0.0% | 83 | +728 | 6.89% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 10,987 | 112 | 0.0% | 0.0% | 84 | -374 | -3.29% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | New | 9,137 | 93 | 0.01% | — | 85 | +9,137 | New | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,340 | 85 | 0.0% | 0.0% | 86 | +435 | 5.5% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | New | 6,735 | 69 | 0.0% | — | 87 | +6,735 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 6,684 | 68 | 0.0% | 0.0% | 88 | -1,059 | -13.68% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 6,336 | 64 | 0.0% | 0.0% | 89 | -425 | -6.29% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,162 | 52 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4,240 | 43 | 0.01% | — | 91 | +4,206 | 12370.59% | Q4 2025 | Mar 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,804 | 38 | 0.0% | 0.0% | 92 | -54 | -1.4% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,698 | 37 | 0.0% | 0.0% | 93 | +2,017 | 119.99% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,691 | 37 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 3,191 | 33 | 0.0% | 0.0% | 95 | +585 | 22.45% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,997 | 31 | 0.0% | — | 96 | +2,997 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,685 | 27 | 0.0% | 0.0% | 97 | +241 | 9.86% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 2,380 | 24 | 0.01% | — | 98 | +2,380 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,941 | 20 | 0.0% | 0.0% | 99 | -169 | -8.01% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,880 | 19 | 0.0% | 0.0% | 100 | -187 | -9.05% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,828 | 18 | 0.0% | 0.0% | 101 | +496 | 37.24% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 1,607 | 16 | 0.0% | 0.0% | 102 | +825 | 105.5% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,391 | 14 | 0.0% | 0.0% | 103 | +1,144 | 463.16% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,020 | 10 | 0.0% | — | 104 | +1,020 | New | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 989 | 10 | 0.0% | — | 105 | +989 | New | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 888 | 9 | 0.0% | 0.0% | 106 | +751 | 548.18% | Q4 2025 | Jan 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 932 | 9 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Leonteq Securities AG | History | New | 751 | 7 | 0.0% | — | 108 | +751 | New | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | No change | 713 | 7 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 647 | 6 | 0.0% | 0.0% | 111 | -1,754 | -73.05% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 676 | 6 | 0.0% | — | 110 | +596 | 745.0% | Q4 2025 | Jan 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 422 | 4 | 0.0% | 0.0% | 112 | +272 | 181.33% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 344 | 3 | 0.0% | — | 113 | +344 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 171 | 1 | 0.0% | — | 115 | +171 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 98 | 1 | 0.0% | — | 114 | +98 | New | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | No change | 138 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.06% | — | -78,577 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -60,653 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -23,778 | -100.0% | Q3 2025 | Nov 07, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,935 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,987 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -11,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,075 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -10,767 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -6,754 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,178 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q3 2025 | Nov 10, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 94 | 0 | — | — | — | +94 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 08, 2026 |
| Neo Ivy Capital Management | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 19 | 0 | — | — | — | -6 | -24.0% | Q4 2025 | Feb 06, 2026 |
| DUPONT CAPITAL MANAGEMENT CORP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |