Ermenegildo Zegna N.V. - ZGN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Temasek Holdings (Private) Ltd | History | No change | 27,242,276 | 340,528 | 0.93% | 0.95% | 1 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 4,529,874 | 58,978 | 0.18% | 0.18% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,512,858 | 58,759 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,748,557 | 35,786 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 2,593,494 | 33,767 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 2,435,700 | 31,712 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,301,830 | 29,969 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,285,256 | 29,754 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,178,653 | 28,366 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Artisan Partners Limited Partnership | History | No change | 1,689,307 | 21,994 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tabor Asset Management, LP | History | No change | 1,682,838 | 21,910 | 6.69% | 6.69% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liontrust Investment Partners LLP | History | No change | 1,443,157 | 18,789 | 0.28% | 0.28% | 12 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Hood River Capital Management LLC | History | No change | 1,256,808 | 16,363 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,131,031 | 14,726 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,055,514 | 13,742 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 946,516 | 12,323 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 936,573 | 12,194 | 0.68% | 0.68% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STATE STREET CORP | History | No change | 850,384 | 11,077 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Portolan Capital Management, LLC | History | No change | 753,948 | 9,816 | 0.37% | 0.37% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 737,841 | 9,606 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 737,674 | 9,604 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GAM Holding AG | History | Reduced | 757,105 | 9,463 | 0.79% | 0.86% | 22 | -100,768 | -11.75% | Q3 2026 | Nov 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 690,940 | 8,996 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 647,598 | 8,431 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 603,207 | 7,853 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | No change | 591,203 | 7,697 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 576,833 | 7,510 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QVIDTVM Management LLC | History | No change | 455,804 | 5,934 | 7.75% | 7.75% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 438,012 | 5,702 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 422,886 | 5,505 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Informed Momentum Co LLC | History | No change | 380,869 | 4,958 | 0.44% | 0.44% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capricorn Fund Managers Ltd | History | New | 380,000 | 4,750 | 0.45% | — | 32 | +380,000 | New | Q3 2026 | Nov 03, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 349,692 | 4,552 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 347,309 | 4,469 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 312,244 | 4,065 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 276,123 | 3,595 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global IMC LLC | History | No change | 262,767 | 3,421 | 9.82% | 9.82% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 256,580 | 3,340 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 195,582 | 2,444 | 0.0% | 0.0% | 39 | +169,022 | 636.38% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 181,980 | 2,369 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 179,741 | 2,246 | 0.0% | — | 41 | +179,741 | New | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Added to | 177,007 | 2,212 | 0.0% | 0.0% | 42 | +14,312 | 8.8% | Q3 2026 | Nov 02, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Reduced | 171,383 | 2,142 | 0.06% | 0.11% | 43 | -119,216 | -41.02% | Q3 2026 | Oct 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 157,583 | 2,051 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 145,159 | 1,889 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 121,079 | 1,576 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 119,583 | 1,556 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 111,560 | 1,452 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 111,273 | 1,448 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CastleKnight Management LP | History | No change | 109,200 | 1,421 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 105,859 | 1,378 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 105,456 | 1,373 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 101,457 | 1,320 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DENALI ADVISORS LLC | History | No change | 100,600 | 1,309 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 91,470 | 1,190 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 90,228 | 1,174 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 93,891 | 1,173 | 0.58% | 0.61% | 57 | -860 | -0.91% | Q3 2026 | Oct 22, 2026 |
| PDT Partners, LLC | History | No change | 88,668 | 1,154 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 86,332 | 1,124 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 84,212 | 1,096 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 77,753 | 1,012 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 77,600 | 970 | 0.0% | 0.0% | 62 | +22,200 | 40.07% | Q3 2026 | Oct 30, 2026 |
| RHUMBLINE ADVISERS | History | No change | 62,906 | 819 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 57,632 | 750 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 69,100 | 720 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 50,000 | 651 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 46,319 | 603 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 46,152 | 600 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 45,487 | 592 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 43,238 | 562 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 41,771 | 543 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 43,302 | 541 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 37,800 | 492 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 37,297 | 485 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 35,500 | 443 | 0.02% | 0.01% | 75 | +17,500 | 97.22% | Q3 2026 | Nov 04, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 35,000 | 437 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MetLife Investment Management, LLC | History | No change | 33,096 | 430 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 32,705 | 425 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 31,868 | 414 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 26,652 | 347 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 25,301 | 329 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Wyoming | History | Added to | 25,518 | 318 | 0.02% | 0.01% | 82 | +14,939 | 141.21% | Q3 2026 | Oct 28, 2026 |
| Weiss Asset Management LP | History | No change | 23,040 | 299 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | New | 22,114 | 276 | 0.0% | — | 84 | +22,114 | New | Q3 2026 | Nov 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 20,979 | 273 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 19,194 | 249 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jain Global LLC | History | No change | 18,920 | 246 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Capital Management LLC | History | No change | 18,275 | 237 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,323 | 225 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantbot Technologies LP | History | No change | 17,017 | 221 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | History | No change | 17,000 | 221 | 0.38% | 0.38% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,380 | 213 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Vident Advisory, LLC | History | No change | 15,490 | 201 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 14,348 | 186 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 14,539 | 181 | 0.01% | 0.01% | 95 | +1,996 | 15.91% | Q3 2026 | Oct 26, 2026 |
| Savant Capital, LLC | History | No change | 13,648 | 177 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,273 | 161 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,975 | 149 | 0.0% | 0.0% | 98 | -1,603 | -11.81% | Q3 2026 | Oct 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 10,090 | 131 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,982 | 116 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 8,261 | 107 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 7,949 | 103 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,125 | 92 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 4,847 | 61 | 0.0% | — | 104 | +4,847 | New | Q3 2026 | Oct 27, 2026 |
| Legal & General Group Plc | History | No change | 4,635 | 60 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,152 | 54 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,930 | 49 | 0.0% | 0.0% | 107 | -1,335 | -25.36% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,597 | 47 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 3,740 | 46 | 0.0% | 0.0% | 110 | +2,560 | 216.95% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,713 | 46 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2,086 | 26 | 0.0% | 0.0% | 111 | -56 | -2.61% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Added to | 1,867 | 23 | 0.01% | 0.0% | 113 | +1,810 | 3175.44% | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,918 | 23 | 0.0% | 0.0% | 112 | +30 | 1.59% | Q3 2026 | Nov 04, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,555 | 20 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,536 | 19 | 0.0% | 0.0% | 115 | +243 | 18.79% | Q3 2026 | Nov 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,501 | 18 | 0.0% | 0.0% | 116 | -12,640 | -89.39% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,366 | 17 | 0.0% | 0.0% | 117 | +380 | 38.54% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,241 | 16 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUPONT CAPITAL MANAGEMENT CORP | History | No change | 1 | 13 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,049 | 13 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 1,026 | 13 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 630 | 8 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Bare Financial Services, Inc | History | No change | 713 | 8 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 490 | 6 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 413 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 347 | 4 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 344 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 309 | 3 | 0.0% | — | 128 | +273 | 758.33% | Q3 2026 | Oct 08, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 224 | 2 | 0.0% | — | 132 | +224 | New | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 212 | 2 | 0.0% | — | 131 | +212 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 186 | 2 | 0.0% | 0.0% | 130 | +23 | 14.11% | Q3 2026 | Oct 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 190 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 137 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| WealthCollab, LLC | History | No change | 138 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | No change | 121 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |