ABM INDUSTRIES INC /DE/ - ABM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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
BlackRock, Inc. History Added to 9,012,860 381,243 0.01% 0.01% 1 +9,624 0.11% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 7,249,280 306,644 0.0% 0.01% 2 -349,666 -4.6% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,051,834 171,394 0.04% 0.04% 3 +31,709 0.79% Q4 2025 Feb 12, 2026
STATE STREET CORP History Reduced 3,086,819 130,572 0.0% 0.01% 4 -86,949 -2.74% Q4 2025 Feb 13, 2026
HARRIS ASSOCIATES L P History Reduced 2,711,878 114,712 0.14% 0.2% 5 -57,232 -2.07% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 1,635,141 69,166 0.1% 6 +1,635,141 New Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,450,871 61,381 0.0% 0.0% 7 -23,391 -1.59% Q4 2025 Feb 09, 2026
Invesco Ltd. History Reduced 1,414,795 59,845 0.01% 0.02% 8 -976,068 -40.82% Q4 2025 Feb 19, 2026
AMERIPRISE FINANCIAL INC History Added to 1,331,905 56,339 0.01% 0.01% 9 +220,585 19.85% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History Reduced 1,233,181 52,164 0.11% 0.13% 10 -52,475 -4.08% Q4 2025 Feb 06, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 1,219,882 51,844 0.04% 0.06% 11 -386,449 -24.06% Q4 2025 Jan 08, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 1,171,529 49,555 0.15% 0.17% 12 +6,687 0.57% Q4 2025 Feb 06, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,146,526 48,498 0.02% 0.04% 13 -358,912 -23.84% Q4 2025 Feb 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 1,103,072 46,659 0.16% 0.19% 14 -109,013 -8.99% Q4 2025 Feb 18, 2026
Boston Partners History Reduced 790,292 33,628 0.03% 0.04% 15 -71,256 -8.27% Q4 2025 Feb 13, 2026
NORGES BANK History New 776,604 32,850 0.0% 16 +776,604 New Q4 2025 Feb 10, 2026
MORGAN STANLEY History Reduced 724,716 30,655 0.0% 0.0% 17 -38,684 -5.07% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 720,668 30,484 0.0% 0.01% 18 +10,147 1.43% Q4 2025 Feb 13, 2026
Vulcan Value Partners, LLC History Reduced 658,777 27,866 28.32% 0.56% 19 -5,277 -0.79% Q4 2025 Mar 17, 2026
Invenomic Capital Management LP History Added to 629,452 26,625 1.24% 1.12% 20 +129,614 25.93% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 619,325 26,197 0.0% 0.0% 21 -46,902 -7.04% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 580,043 24,535 0.0% 0.0% 22 +15,867 2.81% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 518,825 21,946 0.0% 0.0% 23 -206,178 -28.44% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History Added to 477,454 20,196 0.02% 0.01% 24 +249,082 109.07% Q4 2025 Feb 17, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 471,120 19,928 0.06% 0.08% 25 -211,245 -30.96% Q4 2025 Feb 09, 2026
D. E. Shaw & Co., Inc. History Added to 468,809 19,830 0.01% 0.01% 26 +276,510 143.79% Q4 2025 Feb 17, 2026
Gemmer Asset Management LLC History Reduced 468,484 19,816 1.53% 1.75% 27 -2,086 -0.44% Q4 2025 Jan 23, 2026
GOLDMAN SACHS GROUP INC History Added to 439,083 18,573 0.0% 0.0% 28 +257,398 141.67% Q4 2025 Mar 25, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 412,313 17,440 0.01% 0.01% 29 -259,887 -38.66% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 379,147 16,037 0.0% 0.0% 30 +276,232 268.41% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 377,390 15,963 0.0% 0.0% 31 -165,583 -30.5% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Added to 312,327 13,211 0.02% 0.01% 32 +176,739 130.35% Q4 2025 Feb 17, 2026
FMR LLC History Added to 294,555 12,459 0.0% 0.0% 33 +63,005 27.21% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 291,831 12,344 0.01% 0.03% 34 -970,028 -76.87% Q4 2025 Feb 02, 2026
ALGERT GLOBAL LLC History Added to 249,330 10,547 0.16% 0.07% 35 +152,360 157.12% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 228,227 9,654 0.01% 0.01% 36 -30,519 -11.79% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 224,820 9,525 0.02% 0.01% 37 +42,366 23.22% Q4 2025 Jan 28, 2026
CITADEL ADVISORS LLC History Added to 224,435 9,493 0.0% 0.0% 38 +55,391 32.77% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 211,942 8,965 0.03% 0.04% 39 -30,927 -12.73% Q4 2025 Feb 13, 2026
Olstein Capital Management, L.P. History Added to 211,361 8,941 1.83% 1.82% 40 +2,389 1.14% Q4 2025 Feb 03, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 202,726 8,575 0.03% 0.03% 41 +4,400 2.22% Q4 2025 Feb 17, 2026
ATLANTIC INVESTMENT MANAGEMENT, INC. History New 200,000 8,460 4.76% 42 +200,000 New Q4 2025 Feb 17, 2026
First Eagle Investment Management, LLC History New 180,218 7,623 0.01% 43 +180,218 New Q4 2025 Feb 04, 2026
RHUMBLINE ADVISERS History Reduced 176,407 7,461 0.01% 0.01% 44 -11,476 -6.11% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 172,724 7,306 0.02% 0.03% 45 +14,454 9.13% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 171,943 7,273 0.0% 0.0% 46 +25,245 17.21% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 170,155 7,197 0.01% 0.01% 47 +1,435 0.85% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 162,843 6,888 0.0% 0.0% 48 +3,334 2.09% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Added to 160,008 6,768 0.01% 0.01% 49 +1,631 1.03% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 159,904 6,763 0.0% 0.0% 50 -5,565 -3.36% Q4 2025 Feb 09, 2026
Man Group plc History New 156,744 6,630 0.01% 51 +156,744 New Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 149,198 6,311 0.05% 52 +149,198 New Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 147,150 6,224 0.09% 0.1% 53 0 0.0% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Added to 145,985 6,175 0.01% 0.01% 54 +4,078 2.87% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 144,099 6,095 0.0% 0.0% 55 -7,567 -4.99% Q4 2025 Feb 18, 2026
TWO SIGMA ADVISERS, LP History Added to 140,200 5,930 0.01% 0.01% 56 +83,800 148.58% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 135,040 5,712 0.0% 0.0% 57 -4,015 -2.89% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 131,064 5,544 0.0% 0.0% 58 -3,730 -2.77% Q4 2025 Feb 12, 2026
GABELLI FUNDS LLC History New 128,053 5,416 0.04% 59 +128,053 New Q4 2025 Feb 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 125,156 5,294 0.01% 60 +125,156 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History New 121,872 5,155 0.01% 61 +121,872 New Q4 2025 Feb 13, 2026
Swiss National Bank History No change 120,600 5,101 0.0% 0.0% 62 0 0.0% Q4 2025 Feb 12, 2026
Edgestream Partners, L.P. History New 113,242 4,790 0.13% 63 +113,242 New Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History Reduced 104,795 4,432 0.1% 0.13% 64 -13,749 -11.6% Q4 2025 Feb 12, 2026
CSM Advisors, LLC History Added to 103,231 4,366 0.12% 0.12% 65 +7,078 7.36% Q4 2025 Feb 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 102,608 4,340 0.0% 0.0% 66 -21,562 -17.36% Q4 2025 Feb 13, 2026
New Age Alpha Advisors, LLC History Reduced 100,724 4,260 0.18% 0.2% 67 -3,823 -3.66% Q4 2025 Feb 09, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 99,632 4,214 0.2% 0.22% 68 +1,602 1.63% Q4 2025 Feb 06, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 79,916 3,380 0.01% 0.01% 69 -598 -0.74% Q4 2025 Jan 30, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 75,542 3,195 0.01% 70 +75,542 New Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History Added to 73,191 3,095 0.07% 0.03% 71 +49,329 206.73% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 70,833 2,996 0.0% 0.0% 72 +20,727 41.37% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 68,442 2,895 0.0% 0.0% 73 -4,216 -5.8% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 67,685 2,863 0.0% 0.0% 74 -13,379 -16.5% Q4 2025 Feb 11, 2026
Kennondale Capital Management LLC History No change 65,779 2,782 2.05% 2.32% 75 0 0.0% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Reduced 64,774 2,739 0.03% 0.04% 76 -12,213 -15.86% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 64,445 2,726 0.0% 0.0% 77 +27,038 72.28% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 57,858 2,447 0.0% 0.0% 78 -115 -0.2% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 55,824 2,362 0.0% 0.0% 79 +3,789 7.28% Q4 2025 Feb 17, 2026
Pflug Koory, LLC History Reduced 55,074 2,329 1.09% 1.31% 80 -4,745 -7.93% Q4 2025 Jan 20, 2026
Pathstone Holdings, LLC History New 54,048 2,286 0.01% 81 +54,048 New Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 53,430 2,260 0.0% 0.0% 82 -17,437 -24.61% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Added to 53,269 2,253 0.01% 0.01% 83 +8,826 19.86% Q4 2025 Jan 30, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 52,000 2,199 0.0% 0.0% 84 -100 -0.19% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 50,006 2,115 0.01% 0.01% 85 +12,047 31.74% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Reduced 49,140 2,078 0.0% 0.0% 86 -3,498 -6.65% Q4 2025 Feb 11, 2026
XTX Topco Ltd History Added to 47,794 2,021 0.05% 0.01% 87 +41,784 695.24% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 47,331 2,002 0.01% 0.01% 88 -228 -0.48% Q4 2025 Jan 29, 2026
TWINBEECH CAPITAL LP History New 45,656 1,931 0.14% 89 +45,656 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 45,637 1,930 0.01% 0.01% 90 -15,223 -25.01% Q4 2025 Feb 13, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 44,103 1,865 0.03% 0.04% 91 -806 -1.79% Q4 2025 Jan 14, 2026
HSBC HOLDINGS PLC History Added to 42,034 1,784 0.0% 0.0% 92 +27,643 192.09% Q4 2025 Mar 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 42,076 1,780 0.0% 0.0% 93 -2,839 -6.32% Q4 2025 Feb 05, 2026
Atom Investors LP History Reduced 40,324 1,705 0.14% 0.23% 94 -26,017 -39.22% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 38,135 1,613 0.0% 0.0% 95 0 0.0% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 38,083 1,610 0.01% 0.03% 96 -25,652 -40.25% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 37,849 1,601 0.0% 0.0% 97 +25,501 206.52% Q4 2025 Jan 09, 2026
ROYAL BANK OF CANADA History New 37,503 1,587 0.0% 98 +37,503 New Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 37,490 1,585 0.09% 0.28% 99 -56,376 -60.06% Q4 2025 Feb 09, 2026
Creative Planning History Added to 37,153 1,571 0.0% 0.0% 100 +6,757 22.23% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 35,668 1,508 0.0% 0.0% 101 +5,918 19.89% Q4 2025 Feb 13, 2026
WINTON GROUP Ltd History Reduced 35,632 1,507 0.05% 0.19% 102 -76,808 -68.31% Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History Added to 34,907 1,476 0.02% 0.02% 103 +61 0.18% Q4 2025 Jan 23, 2026
BEACON INVESTMENT ADVISORS LLC History Added to 34,698 1,467 0.59% 0.65% 104 +176 0.51% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 33,790 1,429 0.0% 0.0% 105 +12,923 61.93% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 33,594 1,421 0.01% 0.01% 106 -3,388 -9.16% Q4 2025 Feb 12, 2026
Bleakley Financial Group, LLC History Added to 33,038 1,397 0.02% 0.03% 107 +8,644 35.43% Q4 2025 Feb 09, 2026
Illinois Municipal Retirement Fund History Reduced 31,540 1,334 0.02% 0.02% 108 -3,109 -8.97% Q4 2025 Feb 11, 2026
Numerai GP LLC History Added to 31,325 1,325 0.16% 0.18% 109 +3,860 14.05% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 29,764 1,259 0.0% 0.0% 110 -33,407 -52.88% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 29,402 1,243 0.0% 0.0% 111 +14,830 101.77% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 28,637 1,211 0.0% 112 +28,637 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 28,325 1,198 0.0% 0.0% 113 -453 -1.57% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 28,100 1,188 0.02% 0.02% 114 -500 -1.75% Q4 2025 Jan 16, 2026
Lido Advisors, LLC History No change 24,745 1,140 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 26,771 1,132 0.0% 0.0% 116 +8,544 46.88% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 24,880 1,052 0.0% 0.0% 117 +4,137 19.94% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History No change 24,815 1,049 0.0% 0.0% 118 0 0.0% Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History No change 23,200 981 0.06% 0.07% 119 0 0.0% Q4 2025 Jan 30, 2026
CITIGROUP INC History Reduced 23,109 977 0.0% 0.0% 120 -29,419 -56.01% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History New 21,677 916 0.0% 121 +21,677 New Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 21,428 906 0.01% 0.24% 122 -764,283 -97.27% Q4 2025 Feb 17, 2026
QSV Equity Investors LLC History Reduced 21,252 898 1.33% 1.45% 123 -9,473 -30.83% Q4 2025 Feb 12, 2026
Freestone Grove Partners LP History New 20,768 878 0.01% 124 +20,768 New Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Added to 20,404 863 0.0% 0.0% 125 +7,371 56.56% Q4 2025 Feb 12, 2026
Bridgewater Associates, LP History Reduced 19,711 833 0.0% 0.01% 126 -11,968 -37.78% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 18,277 830 0.01% 0.01% 128 -2,786 -13.23% Q4 2025 Jan 21, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 19,631 830 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 12, 2026
Handelsbanken Fonder AB History Added to 19,409 821 0.0% 0.0% 129 +5,000 34.7% Q4 2025 Feb 06, 2026
OXFORD ASSET MANAGEMENT LLP History Added to 19,375 819 0.33% 2.36% 130 +8,668 80.96% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 18,763 793 0.0% 0.0% 131 0 0.0% Q4 2025 Jan 27, 2026
Entropy Technologies, LP History Added to 18,040 763 0.04% 0.04% 132 +7,486 70.93% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 18,009 761 0.0% 0.0% 133 -3,651 -16.86% Q4 2025 Feb 06, 2026
Legato Capital Management LLC History New 17,782 752 0.06% 135 +17,782 New Q4 2025 Feb 06, 2026
AMALGAMATED BANK History Reduced 17,788 752 0.01% 0.01% 134 -125 -0.7% Q4 2025 Feb 05, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 17,356 734 0.0% 136 +17,356 New Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 17,023 720 0.0% 0.0% 137 -1,399 -7.59% Q4 2025 Jan 28, 2026
State of Tennessee, Department of Treasury History Reduced 14,886 685 0.0% 0.0% 138 -1,176 -7.32% Q4 2025 Feb 18, 2026
Aquatic Capital Management LLC History New 16,056 679 0.02% 139 +16,056 New Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 15,792 668 0.01% 0.01% 140 -2,062 -11.55% Q4 2025 Jan 29, 2026
GSA CAPITAL PARTNERS LLP History New 15,546 658 0.06% 141 +15,546 New Q4 2025 Feb 06, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 15,205 643 0.01% 0.01% 142 -1,932 -11.27% Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 15,159 641 0.0% 0.0% 143 -696 -4.39% Q4 2025 Feb 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 13,996 592 0.01% 0.01% 144 0 0.0% Q4 2025 Feb 04, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 13,991 591 0.01% 0.01% 145 -373 -2.6% Q4 2025 Feb 05, 2026
PDT Partners, LLC History Added to 13,168 557 0.04% 0.03% 146 +1,900 16.86% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 13,053 552 0.0% 0.0% 147 +6,416 96.67% Q4 2025 Mar 09, 2026
GUIDANCE CAPITAL, INC History Added to 11,907 552 0.13% 0.13% 148 +627 5.56% Q4 2025 Jan 23, 2026
KLP KAPITALFORVALTNING AS History Reduced 13,000 549 0.0% 0.0% 149 -1,500 -10.34% Q4 2025 Jan 28, 2026
BURNEY CO/ History Added to 12,679 536 0.02% 0.02% 150 +150 1.2% Q4 2025 Jan 23, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 12,513 529 0.04% 0.04% 151 +289 2.36% Q4 2025 Feb 04, 2026
Bayforest Capital Ltd History Added to 12,447 526 0.39% 0.13% 152 +6,609 113.21% Q4 2025 Jan 27, 2026
Amundi History Added to 12,097 511 0.0% 0.0% 153 +481 4.14% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 11,750 497 0.0% 0.0% 154 +4,522 62.56% Q4 2025 Feb 13, 2026
PEAK6 LLC History Reduced 11,700 494 0.0% 0.0% 155 -1,900 -13.97% Q4 2025 Mar 12, 2026
GUGGENHEIM CAPITAL LLC History New 11,460 484 0.0% 156 +11,460 New Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 11,199 474 0.0% 0.0% 157 +231 2.11% Q4 2025 Feb 10, 2026
Cornerstone Wealth Management, LLC History Added to 11,224 474 0.02% 0.03% 158 +202 1.83% Q4 2025 Feb 05, 2026
Inspire Investing, LLC History Added to 11,033 466 0.04% 0.04% 159 +1,161 11.76% Q4 2025 Feb 17, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 10,900 461 0.02% 0.03% 160 0 0.0% Q4 2025 Jan 27, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 10,871 459 0.0% 0.0% 161 -2,449 -18.39% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Added to 10,822 458 0.0% 0.0% 162 +320 3.05% Q4 2025 Feb 11, 2026
Jump Financial, LLC History New 10,731 453 0.01% 163 +10,731 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 10,630 449 0.0% 0.0% 164 -485 -4.36% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Reduced 10,200 431 0.0% 0.0% 165 -70,870 -87.42% Q4 2025 Feb 12, 2026
MAI Capital Management History No change 10,000 423 0.0% 0.0% 166 0 0.0% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History No change 9,834 415 0.0% 0.0% 167 0 0.0% Q4 2025 Jan 29, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 9,794 414 0.05% 0.06% 168 +5 0.05% Q4 2025 Feb 04, 2026
PharVision Advisers, LLC History Added to 9,557 404 0.2% 0.13% 169 +4,449 87.1% Q4 2025 Feb 17, 2026
Versor Investments LP History New 9,494 401 0.06% 170 +9,494 New Q4 2025 Feb 04, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 9,254 391 0.06% 0.05% 171 +1,663 21.91% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 9,057 383 0.0% 0.0% 172 -10,654 -54.05% Q4 2025 Jan 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 8,988 380 0.0% 0.0% 173 +1,600 21.66% Q4 2025 Feb 18, 2026
Maryland State Retirement & Pension System History No change 8,950 378 0.01% 0.01% 174 0 0.0% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 8,410 368 0.0% 0.0% 176 +1,930 29.78% Q4 2025 Jan 08, 2026
Camelot Portfolios, LLC History Reduced 8,712 368 0.23% 0.24% 175 -61 -0.7% Q4 2025 Jan 29, 2026
AXQ CAPITAL, LP History New 8,597 363 0.08% 177 +8,597 New Q4 2025 Feb 10, 2026
Focus Partners Wealth History New 8,531 360 0.0% 178 +8,531 New Q4 2025 Feb 13, 2026
State of Wyoming History Reduced 8,459 357 0.04% 0.09% 179 -8,833 -51.08% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Added to 8,358 353 0.0% 0.0% 180 +788 10.41% Q4 2025 Feb 12, 2026
LPL Financial LLC History Reduced 8,310 351 0.0% 0.0% 181 -3,768 -31.2% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 8,267 349 0.0% 0.0% 182 +136 1.67% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 8,223 347 0.0% 0.0% 183 -95 -1.14% Q4 2025 Feb 12, 2026
Verdence Capital Advisors LLC History Reduced 7,853 332 0.02% 0.03% 184 -2,529 -24.36% Q4 2025 Jan 29, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 7,754 327 0.01% 0.01% 185 -113 -1.44% Q4 2025 Feb 18, 2026
PROFUND ADVISORS LLC History New 7,487 316 0.01% 186 +7,487 New Q4 2025 Feb 06, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 7,464 315 0.0% 0.0% 187 -102 -1.35% Q4 2025 Feb 06, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 7,160 303 0.02% 0.02% 188 0 0.0% Q4 2025 Feb 03, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,112 301 0.0% 0.0% 189 0 0.0% Q4 2025 Feb 13, 2026
Mariner, LLC History New 7,101 300 0.0% 190 +7,101 New Q4 2025 Feb 13, 2026
EntryPoint Capital, LLC History Reduced 7,015 296 0.12% 0.46% 192 -18,517 -72.52% Q4 2025 Feb 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 6,999 296 0.0% 0.0% 191 +25 0.36% Q4 2025 Feb 10, 2026
Trexquant Investment LP History New 6,735 284 0.0% 193 +6,735 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 6,534 276 0.0% 0.0% 194 -12,865 -66.32% Q4 2025 Feb 11, 2026
RIA Advisory Group LLC History New 6,504 275 0.07% 195 +6,504 New Q4 2025 Feb 02, 2026
Campbell & CO Investment Adviser LLC History New 6,495 274 0.01% 197 +6,495 New Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History No change 6,442 274 0.0% 0.0% 196 0 0.0% Q4 2025 Feb 18, 2026
CIBC Asset Management Inc History Added to 6,055 256 0.0% 0.0% 198 +137 2.31% Q4 2025 Feb 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 5,936 251 0.0% 0.01% 199 -4,566 -43.48% Q4 2025 Feb 09, 2026
Holocene Advisors, LP History Reduced 5,799 245 0.0% 0.0% 200 -6,953 -54.52% Q4 2025 Feb 17, 2026
Caption Management, LLC History New 5,755 243 0.0% 201 +5,755 New Q4 2025 Feb 17, 2026
Hennion & Walsh Asset Management, Inc. History New 5,414 229 0.01% 202 +5,414 New Q4 2025 Jan 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 5,296 224 0.0% 0.0% 203 -1,210 -18.6% Q4 2025 Feb 06, 2026
SkyOak Wealth, LLC History No change 5,250 222 0.04% 0.05% 204 0 0.0% Q4 2025 Feb 05, 2026
XPONANCE LLC History Reduced 5,177 218 0.0% 0.0% 205 -51 -0.98% Q4 2025 Feb 12, 2026
iSAM Funds (UK) Ltd History Reduced 5,010 211 0.08% 0.15% 206 -10,469 -67.63% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Reduced 4,948 209 0.01% 0.01% 207 -227 -4.39% Q4 2025 Feb 11, 2026
R Squared Ltd History New 4,935 208 0.1% 208 +4,935 New Q4 2025 Jan 30, 2026
TCTC Holdings, LLC History No change 4,500 190 0.01% 0.01% 209 0 0.0% Q4 2025 Feb 12, 2026
EMC Capital Management History Reduced 4,022 170 0.08% 0.1% 210 -710 -15.0% Q4 2025 Mar 09, 2026
Ensign Peak Advisors, Inc History Reduced 3,707 156 0.0% 0.0% 211 -10,600 -74.09% Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 3,639 153 0.0% 0.0% 212 +973 36.5% Q4 2025 Jan 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 3,623 153 0.0% 0.01% 213 -223 -5.8% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 3,600 152 0.0% 0.0% 214 -137 -3.67% Q4 2025 Jan 30, 2026
SIMPLEX TRADING, LLC History New 3,547 150 0.0% 215 +3,547 New Q4 2025 Feb 11, 2026
CWM, LLC History Added to 3,542 150 0.0% 0.0% 216 +1,122 46.36% Q4 2025 Jan 26, 2026
Sterling Capital Management LLC History Reduced 3,513 148 0.0% 0.0% 217 -776 -18.09% Q4 2025 Feb 13, 2026
Palouse Capital Management, Inc. History Reduced 2,942 124 0.08% 0.09% 218 -110 -3.6% Q4 2025 Jan 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,916 123 0.03% 0.03% 219 0 0.0% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Added to 2,768 117 0.0% 0.0% 220 +800 40.65% Q4 2025 Feb 17, 2026
KBC Group NV History No change 2,161 91 0.0% 0.0% 221 0 0.0% Q4 2025 Jan 26, 2026
Parkside Financial Bank & Trust History Reduced 1,605 67 0.01% 0.01% 222 -27 -1.65% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Added to 1,572 66 0.01% 0.01% 223 +451 40.23% Q4 2025 Jan 08, 2026
Kestra Advisory Services, LLC History New 1,344 56 0.0% 224 +1,344 New Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 1,216 51 0.0% 0.01% 225 -3,568 -74.58% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Reduced 1,206 51 0.0% 0.0% 226 -47 -3.75% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 1,169 49 0.0% 0.0% 227 +742 173.77% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History No change 1,137 48 0.0% 0.0% 228 0 0.0% Q4 2025 Jan 26, 2026
Kohmann Bosshard Financial Services, LLC History New 1,099 46 0.0% 230 +1,099 New Q4 2025 Jan 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,090 46 0.0% 0.0% 229 0 0.0% Q4 2025 Feb 10, 2026
Covestor Ltd History Added to 1,055 45 0.02% 0.01% 231 +497 89.07% Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 998 42 0.0% 0.0% 232 +296 42.17% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Reduced 984 41 0.0% 0.0% 233 -469 -32.28% Q4 2025 Jan 05, 2026
Clarity Asset Management, Inc. History Added to 923 39 0.02% 0.02% 234 +5 0.54% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 917 38 0.0% 0.0% 236 -322 -25.99% Q4 2025 Feb 12, 2026
ADIRONDACK TRUST CO History No change 900 38 0.01% 0.01% 235 0 0.0% Q4 2025 Jan 08, 2026
FIRST HORIZON CORP History Added to 886 37 0.0% 0.0% 237 +519 141.42% Q4 2025 Jan 27, 2026
Caitong International Asset Management Co., Ltd History Added to 802 33 0.01% 0.02% 238 +194 31.91% Q4 2025 Mar 03, 2026
Quarry LP History Reduced 787 33 0.01% 0.01% 239 -95 -10.77% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 748 31 0.0% 240 +748 New Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History No change 649 27 0.0% 0.0% 241 0 0.0% Q4 2025 Feb 03, 2026
BOKF, NA History No change 600 25 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 03, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 544 23 0.0% 0.0% 243 +487 854.39% Q4 2025 Feb 09, 2026
Blue Trust, Inc. History Reduced 558 23 0.0% 0.0% 244 -75 -11.85% Q4 2025 Jan 16, 2026
BESSEMER GROUP INC History Added to 444 20 0.0% 0.0% 245 +77 20.98% Q4 2025 Feb 05, 2026
Allworth Financial LP History New 443 18 0.0% 246 +443 New Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Reduced 421 17 0.0% 0.0% 247 -420 -49.94% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Reduced 420 17 0.0% 0.0% 248 -260 -38.24% Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History Reduced 371 16 0.0% 0.0% 250 -148 -28.52% Q4 2025 Jan 28, 2026
Atlantic Union Bankshares Corp History No change 400 16 0.0% 0.0% 249 0 0.0% Q4 2025 Feb 04, 2026
Legacy Wealth Managment, LLC/ID History New 356 15 0.01% 251 +356 New Q4 2025 Feb 03, 2026
Rockefeller Capital Management L.P. History Reduced 330 13 0.0% 0.0% 253 -192 -36.78% Q4 2025 Mar 16, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 315 13 0.0% 0.0% 252 -5 -1.56% Q4 2025 Jan 20, 2026
FIFTH THIRD BANCORP History Reduced 261 11 0.0% 0.0% 254 -238 -47.7% Q4 2025 Feb 02, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 247 10 0.0% 257 +247 New Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 257 10 0.0% 0.0% 258 +176 217.28% Q4 2025 Feb 06, 2026
Matrix Trust Co History Reduced 238 10 0.0% 0.0% 259 -4 -1.65% Q4 2025 Jan 13, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 256 10 0.0% 0.0% 255 0 0.0% Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History No change 242 10 0.0% 0.0% 256 0 0.0% Q4 2025 Jan 16, 2026
UMB Bank, n.a. History Reduced 230 9 0.0% 0.0% 260 -20 -8.0% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Reduced 214 9 0.0% 0.0% 261 -17 -7.36% Q4 2025 Feb 10, 2026
Caldwell Trust Co History No change 220 9 0.0% 0.0% 262 0 0.0% Q4 2025 Jan 30, 2026
Global Retirement Partners, LLC History Added to 197 8 0.0% 265 +179 994.44% Q4 2025 Feb 06, 2026
DANSKE BANK A/S History No change 200 8 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 02, 2026
JONES FINANCIAL COMPANIES LLLP History No change 198 8 0.0% 0.0% 264 0 0.0% Q4 2025 Feb 17, 2026
Smithfield Trust Co History No change 160 7 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 09, 2026
LRI Investments, LLC History No change 158 6 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 04, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 150 6 0.0% 0.0% 268 0 0.0% Q4 2025 Jan 15, 2026
Arax Advisory Partners History Reduced 135 5 0.0% 0.0% 271 -2,776 -95.36% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Reduced 126 5 0.0% 0.0% 272 -165 -56.7% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History New 120 5 0.0% 269 +120 New Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 124 5 0.0% 0.0% 270 +12 10.71% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History No change 131 5 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History New 100 4 0.0% 274 +100 New Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 78 3 0.0% 0.0% 275 -166 -68.03% Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History Added to 74 3 0.0% 0.0% 276 +13 21.31% Q4 2025 Jan 14, 2026
CBIZ Investment Advisory Services, LLC History No change 93 3 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 09, 2026
Optiver Holding B.V. History Reduced 67 2 0.0% 0.0% 279 -159 -70.35% Q4 2025 Feb 17, 2026
High Note Wealth, LLC History Reduced 49 2 0.0% 0.0% 278 -32 -39.51% Q4 2025 Feb 05, 2026
Private Wealth Management Group, LLC History Reduced 39 1 0.0% 0.0% 284 -102 -72.34% Q4 2025 Jan 23, 2026
Bare Financial Services, Inc History Reduced 43 1 0.0% 0.0% 283 -79 -64.75% Q4 2025 Feb 06, 2026
Godfrey Financial Associates, Inc. History New 45 1 0.0% 287 +45 New Q4 2025 Feb 10, 2026
Kilter Group LLC History New 33 1 0.0% 286 +33 New Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 30 1 0.0% 285 +30 New Q4 2025 Feb 05, 2026
Keating Financial Advisory Services, Inc. History New 29 1 0.0% 288 +29 New Q4 2025 Feb 09, 2026
CX Institutional History New 12 1 0.0% 282 +12 New Q4 2025 Feb 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 37 1 0.0% 0.0% 280 -4 -9.76% Q4 2025 Feb 03, 2026
Copeland Capital Management, LLC History Reduced 31 1 0.0% 0.0% 281 -1 -3.13% Q4 2025 Jan 29, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.1% -1,811,794 -100.0% Q3 2025 Nov 13, 2025
Goodman Financial Corp History Closed out 0 0 2.55% -283,456 -100.0% Q3 2025 Nov 10, 2025
VAN ECK ASSOCIATES CORP History Closed out 0 0 0.0% -90,897 -100.0% Q3 2025 Nov 13, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -14,384 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -12,976 -100.0% Q3 2025 Oct 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -12,119 -100.0% Q3 2025 Nov 14, 2025
Vestcor Inc History Closed out 0 0 0.02% -11,211 -100.0% Q3 2025 Nov 13, 2025
INCEPTIONR LLC History Closed out 0 0 0.11% -10,265 -100.0% Q3 2025 Nov 13, 2025
Cetera Investment Advisers History Closed out 0 0 0.0% -9,968 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.01% -9,228 -100.0% Q3 2025 Nov 12, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -8,596 -100.0% Q3 2025 Nov 05, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.18% -8,499 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -8,158 -100.0% Q3 2025 Oct 30, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -6,726 -100.0% Q3 2025 Nov 10, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -5,991 -100.0% Q3 2025 Nov 14, 2025
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 0.0% -5,741 -100.0% Q3 2025 Nov 13, 2025
MQS Management LLC History Closed out 0 0 0.14% -5,177 -100.0% Q3 2025 Nov 06, 2025
CHOREO, LLC History Closed out 0 0 0.0% -5,151 -100.0% Q3 2025 Nov 12, 2025
apricus wealth, LLC History Closed out 0 0 0.12% -4,868 -100.0% Q3 2025 Oct 21, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -4,827 -100.0% Q3 2025 Nov 14, 2025
Bryn Mawr Trust Advisors, LLC History Closed out 0 0 0.01% -4,619 -100.0% Q3 2025 Nov 04, 2025
Crossmark Global Holdings, Inc. History Closed out 0 0 0.0% -4,572 -100.0% Q3 2025 Nov 12, 2025
Trajan Wealth LLC History Closed out 0 0 0.01% -4,522 -100.0% Q3 2025 Nov 10, 2025
Mutual Advisors, LLC History Closed out 0 0 0.0% -4,493 -100.0% Q3 2025 Nov 04, 2025
ASSETMARK, INC History Reduced 12 0 0.0% -3,094 -99.61% Q4 2025 Jan 23, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.01% -430 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -211 -100.0% Q3 2025 Oct 21, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -143 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -75 -100.0% Q3 2025 Nov 12, 2025
Dogwood Wealth Management LLC History Closed out 0 0 0.0% -59 -100.0% Q3 2025 Nov 12, 2025
SIGNATUREFD, LLC History Reduced 7 0 0.0% -46 -86.79% Q4 2025 Jan 20, 2026
Clearstead Trust, LLC History Closed out 0 0 0.0% -35 -100.0% Q3 2025 Nov 10, 2025
Parallel Advisors, LLC History New 13 0 +13 New Q4 2025 Feb 11, 2026
Torren Management, LLC History New 11 0 +11 New Q4 2025 Jan 30, 2026
Ankerstar Wealth, LLC History New 7 0 +7 New Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Closed out 0 0 -7 -100.0% Q3 2025 Nov 12, 2025
PROFFITT & GOODSON INC History Closed out 0 0 -7 -100.0% Q3 2025 Oct 21, 2025
Cloud Capital Management, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 03, 2025
Fortitude Family Office, LLC History Reduced 15 0 -6 -28.57% Q4 2025 Jan 15, 2026
Bay Harbor Wealth Management, LLC History Added to 9 0 +5 125.0% Q4 2025 Feb 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 5 0 +5 New Q4 2025 Feb 11, 2026
New Millennium Group LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 10, 2025
True Wealth Design, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 21, 2025
SJS Investment Consulting Inc. History Reduced 5 0 -2 -28.57% Q4 2025 Jan 21, 2026
DiNuzzo Private Wealth, Inc. History Reduced 13 0 -2 -13.33% Q4 2025 Jan 16, 2026
Rialto Wealth Management, LLC History Added to 6 0 +2 50.0% Q4 2025 Jan 12, 2026
Rossby Financial, LCC History Added to 10 0 +2 25.0% Q4 2025 Feb 12, 2026
HFM Investment Advisors, LLC History Reduced 3 0 -2 -40.0% Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 18, 2025
TORONTO DOMINION BANK History New 1 0 +1 New Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
MassMutual Private Wealth & Trust, FSB History No change 11 0 0 0.0% Q4 2025 Jan 07, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 23 0 0.0% 0 0.0% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History No change 4 0 0 0.0% Q4 2025 Feb 06, 2026
DecisionPoint Financial, LLC History No change 13 0 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 4 0 0 0.0% Q4 2025 Jan 12, 2026
Bruce G. Allen Investments, LLC History No change 16 0 0 0.0% Q4 2025 Feb 10, 2026