AAR CORP - AIR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 6,111,465 505,968 0.01% 0.01% 1 +587,144 10.63% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 4,061,230 336,229 0.0% 0.01% 2 +281,871 7.46% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 2,320,927 192,149 0.01% 0.01% 3 +339,595 17.14% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,980,717 163,985 0.03% 0.04% 4 -25,563 -1.27% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,745,352 144,497 0.03% 0.02% 5 +258,577 17.39% Q4 2025 Feb 17, 2026
EARNEST PARTNERS LLC History Reduced 1,343,520 111,230 0.48% 0.55% 6 -79,876 -5.61% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 1,122,792 92,955 0.01% 0.01% 7 +80,265 7.7% Q4 2025 Feb 19, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 920,743 76,239 0.0% 0.0% 8 +78,810 9.36% Q4 2025 Feb 09, 2026
AMERICAN CENTURY COMPANIES INC History Added to 831,797 68,864 0.03% 0.04% 9 +50,464 6.46% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 827,913 68,542 0.02% 0.03% 10 -326,254 -28.27% Q4 2025 Feb 11, 2026
LOOMIS SAYLES & CO L P History Reduced 824,283 68,242 0.08% 0.09% 11 -20,674 -2.45% Q4 2025 Feb 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 672,877 55,707 0.19% 0.17% 12 +122,672 22.3% Q4 2025 Feb 18, 2026
Broad Bay Capital Management, LP History Added to 664,465 55,011 5.75% 6.45% 13 +82,900 14.25% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 644,103 53,325 0.03% 0.03% 14 +3,396 0.53% Q4 2025 Feb 02, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 609,391 50,451 0.2% 0.24% 15 -85,011 -12.24% Q4 2025 Feb 17, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 594,668 49,232 0.16% 0.04% 16 +445,026 297.39% Q4 2025 Feb 11, 2026
Ophir Asset Management Pty Ltd History Reduced 549,520 45,494 5.1% 7.33% 17 -111,943 -16.92% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 531,728 44,021 0.01% 0.01% 18 +15,386 2.98% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 497,068 41,153 0.01% 19 +497,068 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 474,321 39,269 0.0% 0.0% 20 +65,810 16.11% Q4 2025 Feb 13, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 470,637 38,964 0.41% 0.3% 21 +91,249 24.05% Q4 2025 Feb 17, 2026
EMERALD ADVISERS, LLC History Added to 419,470 34,727 1.07% 1.05% 22 +54,595 14.96% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Added to 382,540 31,670 0.0% 0.0% 23 +6,681 1.78% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 366,418 30,336 0.05% 24 +366,418 New Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 279,596 23,147 0.0% 0.0% 25 +14,007 5.27% Q4 2025 Feb 10, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 272,700 22,576 0.83% 0.81% 26 +36,200 15.31% Q4 2025 Feb 17, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Added to 252,772 20,926 1.02% 0.98% 27 +41,640 19.72% Q4 2025 Feb 09, 2026
BANK OF AMERICA CORP /DE/ History Added to 251,166 20,794 0.0% 0.0% 28 +8,433 3.47% Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 241,215 19,970 0.19% 0.22% 29 -6,212 -2.51% Q4 2025 Feb 05, 2026
SEI INVESTMENTS CO History Added to 236,769 19,602 0.02% 0.02% 30 +22,869 10.69% Q4 2025 Feb 13, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 222,844 18,449 0.25% 0.28% 31 -9,064 -3.91% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 210,977 17,466 0.0% 0.01% 32 -277,262 -56.79% Q4 2025 Jan 29, 2026
Fisher Asset Management, LLC History Added to 207,003 17,137 0.01% 0.01% 33 +3 0.0% Q4 2025 Feb 09, 2026
Alyeska Investment Group, L.P. History New 200,000 16,558 0.05% 34 +200,000 New Q4 2025 Feb 13, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 193,476 16,017 1.62% 1.56% 35 +26,747 16.04% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 188,051 15,568 0.0% 0.0% 36 +65,988 54.06% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Reduced 187,370 15,513 0.01% 0.01% 37 -21,089 -10.12% Q4 2025 Feb 17, 2026
FMR LLC History Added to 187,374 15,512 0.0% 0.0% 38 +63,101 50.78% Q4 2025 Feb 17, 2026
MARSICO CAPITAL MANAGEMENT LLC History Reduced 180,458 14,940 0.42% 0.55% 39 -57,382 -24.13% Q4 2025 Feb 12, 2026
ROYCE & ASSOCIATES LP History Reduced 177,180 14,668 0.15% 0.17% 40 -11,240 -5.97% Q4 2025 Feb 09, 2026
Zimmer Partners, LP History New 170,000 14,074 0.37% 41 +170,000 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 162,987 13,493 0.0% 0.0% 42 -7,192 -4.23% Q4 2025 Feb 18, 2026
GOLDMAN SACHS GROUP INC History Reduced 158,737 13,141 0.0% 0.0% 43 -36,293 -18.61% Q4 2025 Mar 25, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 135,032 11,179 0.04% 0.05% 44 -3,111 -2.25% Q4 2025 Feb 13, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 132,344 10,956 0.34% 0.36% 45 -1,608 -1.2% Q4 2025 Jan 28, 2026
Phocas Financial Corp. History Reduced 129,689 10,736 1.4% 1.51% 46 -323 -0.25% Q4 2025 Jan 26, 2026
Legal & General Group Plc History Added to 122,491 10,141 0.0% 0.0% 47 +6,606 5.7% Q4 2025 Feb 09, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 120,362 9,964 0.01% 0.0% 48 +58,089 93.28% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 119,757 9,914 0.0% 0.0% 49 +45,854 62.05% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 113,635 9,407 0.0% 0.0% 50 -8,549 -7.0% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 113,305 9,380 0.0% 0.0% 51 +18,771 19.86% Q4 2025 Feb 13, 2026
MAIRS & POWER INC History Reduced 112,176 9,287 0.09% 0.11% 52 -15,526 -12.16% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 111,419 9,224 0.08% 0.12% 53 -44,568 -28.57% Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Added to 108,168 9,134 0.01% 0.01% 54 +31,553 41.18% Q4 2025 Jan 15, 2026
RHUMBLINE ADVISERS History Reduced 109,333 9,051 0.01% 0.01% 55 -2,817 -2.51% Q4 2025 Feb 13, 2026
Munro Partners History New 108,295 8,965 0.23% 56 +108,295 New Q4 2025 Feb 17, 2026
Burkehill Global Management, LP History New 100,000 8,279 0.55% 57 +100,000 New Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 95,509 7,907 0.0% 0.0% 58 +292 0.31% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 90,974 7,531 0.01% 0.0% 59 +64,258 240.52% Q4 2025 Feb 17, 2026
CASTLEARK MANAGEMENT LLC History Added to 86,854 7,190 0.21% 0.21% 60 +2,660 3.16% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 80,155 6,636 0.0% 0.0% 61 +77 0.1% Q4 2025 Feb 13, 2026
Canal Insurance CO History Reduced 80,000 6,623 1.61% 1.81% 62 -15,000 -15.79% Q4 2025 Feb 03, 2026
Swiss National Bank History Added to 78,100 6,465 0.0% 0.0% 63 +8,100 11.57% Q4 2025 Feb 12, 2026
GABELLI FUNDS LLC History New 76,590 6,340 0.04% 64 +76,590 New Q4 2025 Feb 05, 2026
BARCLAYS PLC History Added to 76,426 6,327 0.0% 0.0% 65 +10,492 15.91% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 75,404 6,242 0.0% 0.0% 66 +57,909 331.0% Q4 2025 Feb 13, 2026
WISCONSIN CAPITAL MANAGEMENT LLC History Added to 72,385 5,992 3.03% 3.06% 67 +5,564 8.33% Q4 2025 Feb 06, 2026
Hudson Bay Capital Management LP History New 71,713 5,937 0.02% 68 +71,713 New Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 70,295 5,819 0.01% 0.01% 69 +6,887 10.86% Q4 2025 Feb 13, 2026
PDT Partners, LLC History No change 65,960 5,460 0.35% 0.37% 70 0 0.0% Q4 2025 Feb 17, 2026
De Lisle Partners LLP History New 63,217 5,237 0.67% 71 +63,217 New Q4 2025 Feb 13, 2026
Roubaix Capital, LLC History New 63,009 5,216 2.22% 72 +63,009 New Q4 2025 Feb 09, 2026
Stanley-Laman Group, Ltd. History Added to 62,659 5,187 0.66% 0.75% 73 +4,234 7.25% Q4 2025 Jan 23, 2026
First Eagle Investment Management, LLC History Added to 61,619 5,101 0.01% 0.01% 74 +11,300 22.46% Q4 2025 Feb 04, 2026
BLAIR WILLIAM & CO/IL History Reduced 59,575 4,932 0.01% 0.01% 75 -1,459 -2.39% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 57,869 4,790 0.06% 76 +57,869 New Q4 2025 Feb 17, 2026
G2 Investment Partners Management LLC History Added to 56,000 4,636 1.1% 0.62% 77 +22,000 64.71% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 53,707 4,446 0.0% 0.0% 78 +41,301 332.91% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 51,977 4,303 0.01% 0.01% 79 +1,302 2.57% Q4 2025 Feb 05, 2026
JPMORGAN CHASE & CO History Reduced 51,722 4,282 0.0% 0.0% 80 -39,798 -43.49% Q4 2025 Feb 11, 2026
Resolute Capital Asset Partners LLC History New 50,000 4,139 2.0% 81 +50,000 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Reduced 49,332 4,084 0.0% 0.01% 82 -8,065 -14.05% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 48,712 4,033 0.01% 0.01% 83 -47 -0.1% Q4 2025 Jan 30, 2026
ALLIANCEBERNSTEIN L.P. History Added to 44,241 3,662 0.0% 0.0% 84 +4,643 11.73% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 41,320 3,420 0.0% 0.0% 85 +1,732 4.38% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 40,903 3,386 0.0% 0.0% 86 -573 -1.38% Q4 2025 Feb 17, 2026
Oliver Luxxe Assets LLC History Added to 40,437 3,347 0.51% 0.44% 87 +9,715 31.62% Q4 2025 Jan 08, 2026
Amundi History New 40,017 3,313 0.0% 88 +40,017 New Q4 2025 Feb 17, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History New 40,000 3,311 0.39% 89 +40,000 New Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 37,500 3,104 0.0% 0.0% 90 +2,780 8.01% Q4 2025 Feb 17, 2026
Hennion & Walsh Asset Management, Inc. History Added to 35,324 2,924 0.1% 0.1% 91 +3,874 12.32% Q4 2025 Jan 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 35,184 2,913 0.0% 0.0% 92 +5,365 17.99% Q4 2025 Feb 17, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 34,831 2,883 0.1% 0.02% 93 +30,472 699.06% Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Added to 34,643 2,868 0.02% 0.03% 94 +257 0.75% Q4 2025 Feb 12, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Added to 34,558 2,861 0.41% 0.27% 95 +13,298 62.55% Q4 2025 Feb 17, 2026
Skyview Financial Group LLC History New 34,362 2,844 2.93% 96 +34,362 New Q4 2025 Feb 18, 2026
CANADA LIFE ASSURANCE Co History Added to 33,630 2,787 0.0% 0.0% 97 +2,007 6.35% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 31,953 2,645 0.01% 0.01% 98 +407 1.29% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 31,779 2,631 0.01% 0.01% 99 +4,918 18.31% Q4 2025 Jan 29, 2026
NATIXIS ADVISORS, LLC History Added to 31,431 2,602 0.0% 0.0% 100 +2,596 9.0% Q4 2025 Feb 10, 2026
CITIGROUP INC History Reduced 30,629 2,535 0.0% 0.0% 101 -3,176 -9.4% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Reduced 30,349 2,513 0.04% 0.08% 102 -25,800 -45.95% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 29,923 2,477 0.0% 0.0% 103 -134 -0.45% Q4 2025 Feb 12, 2026
ARMISTICE CAPITAL, LLC History New 29,729 2,461 0.03% 104 +29,729 New Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 29,521 2,444 0.02% 0.01% 105 +19,551 196.1% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 26,900 2,227 0.0% 0.0% 106 -90,742 -77.13% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 24,504 2,029 0.0% 0.01% 107 +3,697 17.77% Q4 2025 Jan 09, 2026
Dean Capital Management History Added to 23,504 1,945 0.83% 0.61% 108 +5,974 34.08% Q4 2025 Feb 20, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 21,730 1,799 0.0% 0.0% 109 -8,848 -28.94% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 21,647 1,791 0.02% 0.02% 110 +2,030 10.35% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Added to 21,576 1,786 0.01% 0.01% 111 +335 1.58% Q4 2025 Feb 12, 2026
Illinois Municipal Retirement Fund History Added to 21,051 1,742 0.02% 0.02% 112 +2,172 11.5% Q4 2025 Feb 11, 2026
State of Tennessee, Department of Treasury History Added to 15,902 1,684 0.01% 0.0% 113 +2,972 22.99% Q4 2025 Feb 18, 2026
Susquehanna Portfolio Strategies, LLC History No change 20,256 1,676 0.03% 0.03% 114 0 0.0% Q4 2025 Feb 17, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 20,000 1,655 0.15% 0.19% 115 0 0.0% Q4 2025 Feb 06, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP History New 19,900 1,647 0.08% 116 +19,900 New Q4 2025 Feb 17, 2026
Legato Capital Management LLC History Added to 18,585 1,538 0.13% 0.11% 117 +7,613 69.39% Q4 2025 Feb 06, 2026
Dana Investment Advisors, Inc. History New 18,433 1,526 0.04% 118 +18,433 New Q4 2025 Feb 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 18,184 1,505 0.0% 0.0% 119 +1,586 9.56% Q4 2025 Feb 17, 2026
FORMULA GROWTH LTD History New 18,000 1,490 0.57% 120 +18,000 New Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 17,964 1,487 0.0% 121 +17,964 New Q4 2025 Feb 13, 2026
Louisiana State Employees Retirement System History Added to 17,900 1,481 0.03% 0.02% 122 +1,600 9.82% Q4 2025 Jan 16, 2026
OAK RIDGE INVESTMENTS LLC History New 17,760 1,470 0.09% 123 +17,760 New Q4 2025 Jan 23, 2026
Rockefeller Capital Management L.P. History Added to 17,161 1,420 0.0% 0.0% 124 +16,580 2853.7% Q4 2025 Mar 16, 2026
Wealth Enhancement Trust Services, Inc. History New 17,099 1,415 0.18% 125 +17,099 New Q4 2025 Jan 27, 2026
MARSHALL WACE, LLP History Reduced 16,880 1,397 0.0% 0.01% 126 -78,600 -82.32% Q4 2025 Feb 13, 2026
GLOBEFLEX CAPITAL L P History New 16,862 1,396 0.21% 127 +16,862 New Q4 2025 Feb 11, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 16,743 1,386 0.46% 0.53% 128 +535 3.3% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 16,087 1,331 0.0% 0.0% 129 +1,415 9.64% Q4 2025 Jan 27, 2026
XTX Topco Ltd History New 15,949 1,320 0.03% 130 +15,949 New Q4 2025 Feb 17, 2026
Csenge Advisory Group History Added to 15,395 1,274 0.06% 0.06% 131 +1,309 9.29% Q4 2025 Feb 06, 2026
Artemis Investment Management LLP History New 14,859 1,230 0.01% 132 +14,859 New Q4 2025 Feb 02, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 14,292 1,183 0.02% 0.01% 133 +6,083 74.1% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,604 1,099 0.01% 0.01% 134 -418 -3.79% Q4 2025 Jan 21, 2026
Dynamic Technology Lab Private Ltd History New 13,220 1,094 0.25% 135 +13,220 New Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 13,188 1,092 0.0% 0.0% 136 +12,796 3264.29% Q4 2025 Feb 13, 2026
1492 Capital Management LLC History New 12,613 1,044 0.4% 137 +12,613 New Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 12,555 1,039 0.0% 0.0% 138 -23 -0.18% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 12,037 1,013 0.0% 139 +12,037 New Q4 2025 Feb 11, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 11,452 948 0.01% 0.76% 140 -1,180,197 -99.04% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 11,404 944 0.07% 0.06% 141 +2,300 25.26% Q4 2025 Jan 20, 2026
AMALGAMATED BANK History Added to 11,346 939 0.01% 0.01% 142 +1,103 10.77% Q4 2025 Feb 05, 2026
Arizona State Retirement System History Added to 11,089 918 0.0% 0.01% 143 +406 3.8% Q4 2025 Jan 28, 2026
LPL Financial LLC History Added to 10,912 903 0.0% 0.0% 144 +364 3.45% Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 10,797 893 0.01% 145 +10,797 New Q4 2025 Feb 18, 2026
GUGGENHEIM CAPITAL LLC History New 10,696 885 0.01% 146 +10,696 New Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 10,612 878 0.0% 0.0% 147 -9,187 -46.4% Q4 2025 Jan 29, 2026
Quantbot Technologies LP History Reduced 10,379 859 0.03% 0.05% 148 -10,536 -50.38% Q4 2025 Feb 10, 2026
DAVENPORT & Co LLC History Added to 10,256 849 0.0% 0.0% 149 +3,411 49.83% Q4 2025 Jan 12, 2026
US BANCORP \DE\ History Added to 10,213 845 0.0% 0.0% 150 +1,604 18.63% Q4 2025 Jan 30, 2026
Police & Firemen's Retirement System of New Jersey History Added to 10,106 836 0.01% 0.01% 151 +218 2.2% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 9,780 809 0.0% 0.0% 152 0 0.0% Q4 2025 Feb 12, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 9,736 806 0.02% 0.04% 153 -7,883 -44.74% Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 9,662 799 0.0% 0.0% 154 +639 7.08% Q4 2025 Feb 10, 2026
VIRTUS ADVISERS, LLC History No change 9,369 775 0.37% 0.46% 155 0 0.0% Q4 2025 Feb 13, 2026
ARISTEIA CAPITAL, L.L.C. History Added to 9,189 760 0.02% 0.01% 156 +3,253 54.8% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 9,174 759 0.0% 0.0% 157 +1,587 20.92% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History No change 9,000 745 0.0% 0.0% 158 0 0.0% Q4 2025 Jan 28, 2026
New England Research & Management, Inc. History Reduced 8,975 743 0.33% 0.38% 159 -200 -2.18% Q4 2025 Jan 07, 2026
Rafferty Asset Management, LLC History Added to 8,972 742 0.0% 0.0% 160 +378 4.4% Q4 2025 Feb 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 8,955 741 0.01% 0.01% 161 +1,000 12.57% Q4 2025 Feb 04, 2026
Shay Capital LLC History Reduced 8,733 723 0.07% 0.1% 162 -4,267 -32.82% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History Reduced 8,706 720 0.01% 0.02% 163 -1,700 -16.34% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 8,387 694 0.0% 0.01% 164 -7,586 -47.49% Q4 2025 Feb 13, 2026
Mengis Capital Management, Inc. History Reduced 8,365 692 0.12% 0.18% 165 -2,000 -19.3% Q4 2025 Mar 05, 2026
Pathstone Holdings, LLC History New 8,342 690 0.0% 166 +8,342 New Q4 2025 Feb 13, 2026
Tidal Investments LLC History Reduced 8,104 670 0.0% 0.0% 167 -1,128 -12.22% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History Added to 8,063 667 0.02% 0.01% 168 +752 10.29% Q4 2025 Feb 17, 2026
Central Pacific Bank - Trust Division History Added to 8,006 662 0.08% 0.05% 169 +3,445 75.53% Q4 2025 Jan 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 7,941 657 0.0% 0.0% 170 -1,246 -13.56% Q4 2025 Feb 06, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 7,850 649 0.09% 0.1% 171 0 0.0% Q4 2025 Jan 23, 2026
ProShare Advisors LLC History Added to 7,612 630 0.0% 0.0% 172 +888 13.21% Q4 2025 Feb 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 7,521 622 0.07% 0.08% 173 0 0.0% Q4 2025 Jan 20, 2026
TRUIST FINANCIAL CORP History Reduced 7,439 615 0.0% 0.0% 174 -1,032 -12.18% Q4 2025 Feb 02, 2026
Kestra Advisory Services, LLC History Added to 7,222 597 0.0% 0.0% 175 +4,244 142.51% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 7,200 596 0.0% 0.0% 176 -15,800 -68.7% Q4 2025 Feb 12, 2026
CONNABLE OFFICE INC History Reduced 7,185 594 0.05% 0.06% 177 -245 -3.3% Q4 2025 Feb 03, 2026
Creative Planning History Added to 6,885 569 0.0% 0.0% 178 +1,630 31.02% Q4 2025 Feb 17, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 6,689 553 0.05% 0.05% 179 0 0.0% Q4 2025 Jan 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 6,397 529 0.0% 0.0% 180 -2,764 -30.17% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History Added to 6,344 525 0.0% 0.0% 181 +2,143 51.01% Q4 2025 Jan 29, 2026
WoodTrust Financial Corp History No change 6,250 517 0.06% 0.07% 182 0 0.0% Q4 2025 Jan 30, 2026
Integrated Quantitative Investments LLC History New 6,182 511 0.11% 183 +6,182 New Q4 2025 Feb 12, 2026
Matisse Capital History Added to 6,000 496 0.22% 0.2% 184 +1,000 20.0% Q4 2025 Jan 29, 2026
Maryland State Retirement & Pension System History Added to 5,766 477 0.01% 0.01% 185 +673 13.21% Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Added to 5,639 466 0.04% 0.04% 186 +559 11.0% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 5,510 456 0.0% 0.0% 187 -484 -8.07% Q4 2025 Feb 12, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 5,326 441 0.0% 0.0% 188 -171 -3.11% Q4 2025 Feb 03, 2026
Gotham Asset Management, LLC History Reduced 5,067 419 0.0% 0.0% 189 -1,755 -25.73% Q4 2025 Feb 17, 2026
Institute for Wealth Management, LLC. History New 5,000 413 0.04% 190 +5,000 New Q4 2025 Jan 27, 2026
Janney Montgomery Scott LLC History No change 4,810 398 0.0% 0.0% 191 0 0.0% Q4 2025 Feb 11, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 4,800 397 0.04% 0.01% 192 +3,600 300.0% Q4 2025 Jan 20, 2026
Yarbrough Capital, LLC History No change 4,675 387 0.01% 0.01% 193 0 0.0% Q4 2025 Jan 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,597 381 0.0% 0.0% 194 0 0.0% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 4,499 372 0.0% 0.01% 195 -20,064 -81.68% Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 4,500 372 0.0% 196 +4,500 New Q4 2025 Feb 04, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 4,460 369 0.0% 0.0% 197 +491 12.37% Q4 2025 Feb 10, 2026
Integrated Investment Consultants, LLC History No change 4,350 360 0.07% 0.07% 198 0 0.0% Q4 2025 Mar 03, 2026
SIT INVESTMENT ASSOCIATES INC History New 4,300 356 0.44% 199 +4,300 New Q4 2025 Feb 25, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 4,300 355 0.0% 0.0% 200 +3,700 616.67% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 4,295 355 0.0% 0.0% 201 +1,003 30.47% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Added to 4,101 339 0.02% 0.01% 202 +1,799 78.15% Q4 2025 Feb 09, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 3,944 326 0.0% 0.0% 203 -4,793 -54.86% Q4 2025 Jan 28, 2026
AXQ CAPITAL, LP History New 3,907 323 0.07% 205 +3,907 New Q4 2025 Feb 10, 2026
Squarepoint Ops LLC History New 3,903 323 0.0% 204 +3,903 New Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 3,900 322 0.0% 0.0% 206 -7,060 -64.42% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 3,618 318 0.0% 0.0% 207 +98 2.78% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 3,700 306 0.0% 0.0% 208 -8,000 -68.38% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 3,683 304 0.0% 0.0% 209 -3,176 -46.3% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 3,661 303 0.0% 0.0% 210 -4,550 -55.41% Q4 2025 Feb 12, 2026
Caprock Group, LLC History Added to 3,644 301 0.01% 0.01% 211 +111 3.14% Q4 2025 Jan 28, 2026
MQS Management LLC History New 3,615 299 0.18% 212 +3,615 New Q4 2025 Feb 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,229 288 0.0% 0.0% 213 +104 3.33% Q4 2025 Jan 08, 2026
Russell Investments Group, Ltd. History Added to 3,432 284 0.0% 0.0% 214 +171 5.24% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Reduced 3,420 283 0.01% 0.01% 215 -49 -1.41% Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 3,395 281 0.0% 0.0% 216 +168 5.21% Q4 2025 Feb 17, 2026
BCS Private Wealth Management, Inc. History Reduced 3,340 276 0.09% 0.11% 217 -100 -2.91% Q4 2025 Jan 26, 2026
Ameritas Investment Partners, Inc. History Added to 3,232 267 0.01% 0.01% 218 +157 5.11% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History New 3,200 264 0.0% 219 +3,200 New Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History No change 3,105 257 0.01% 0.01% 220 0 0.0% Q4 2025 Jan 28, 2026
XPONANCE LLC History Added to 3,054 252 0.0% 0.0% 221 +273 9.82% Q4 2025 Feb 12, 2026
Net Worth Advisory Group History Added to 2,947 244 0.05% 0.08% 222 +46 1.59% Q4 2025 Jan 14, 2026
Vontobel Holding Ltd. History No change 2,935 242 0.0% 0.0% 223 0 0.0% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History New 2,885 239 0.0% 224 +2,885 New Q4 2025 Mar 09, 2026
iSAM Funds (UK) Ltd History Reduced 2,881 238 0.09% 0.16% 225 -5,860 -67.04% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 2,831 234 0.0% 0.0% 226 -3,343 -54.15% Q4 2025 Feb 12, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 2,787 230 0.01% 0.01% 227 -321 -10.33% Q4 2025 Jan 23, 2026
Crossmark Global Holdings, Inc. History New 2,671 221 0.0% 228 +2,671 New Q4 2025 Feb 03, 2026
&PARTNERS History New 2,642 218 0.0% 229 +2,642 New Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 2,590 214 0.0% 230 +2,590 New Q4 2025 Feb 12, 2026
INCEPTIONR LLC History Reduced 2,560 211 0.06% 0.12% 231 -3,201 -55.56% Q4 2025 Feb 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 2,524 208 0.0% 0.0% 232 0 0.0% Q4 2025 Jan 28, 2026
Neuberger Berman Group LLC History New 2,493 206 0.0% 233 +2,493 New Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,464 203 0.0% 0.01% 234 0 0.0% Q4 2025 Jan 27, 2026
Morse Asset Management, Inc History Added to 2,403 198 0.04% 0.01% 235 +2,098 687.87% Q4 2025 Feb 03, 2026
Kemnay Advisory Services Inc. History New 2,183 180 0.03% 236 +2,183 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,072 171 0.01% 0.0% 237 +1,836 777.97% Q4 2025 Feb 13, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 1,775 146 0.04% 0.04% 238 0 0.0% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 1,753 145 0.0% 0.0% 239 -125 -6.66% Q4 2025 Feb 13, 2026
MAI Capital Management History Reduced 1,602 132 0.0% 0.0% 240 -182 -10.2% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 1,451 120 0.0% 0.0% 241 -105 -6.75% Q4 2025 Jan 23, 2026
KBC Group NV History No change 1,434 119 0.0% 0.0% 242 0 0.0% Q4 2025 Jan 26, 2026
Aster Capital Management (DIFC) Ltd History Added to 1,332 110 0.05% 0.0% 243 +1,236 1287.5% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 1,250 103 0.0% 0.0% 244 -19,957 -94.11% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Added to 1,162 97 0.0% 0.01% 245 +126 12.16% Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 1,251 95 0.0% 0.0% 246 0 0.0% Q4 2025 Jan 28, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,083 89 0.0% 0.0% 247 -196 -15.32% Q4 2025 Jan 15, 2026
CIBC Private Wealth Group LLC History New 1,009 83 0.0% 248 +1,009 New Q4 2025 Feb 12, 2026
CWM, LLC History Added to 950 79 0.0% 0.0% 249 +154 19.35% Q4 2025 Jan 26, 2026
OSAIC HOLDINGS, INC. History Reduced 920 76 0.0% 0.0% 250 -364 -28.35% Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History New 879 72 0.01% 251 +879 New Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 790 65 0.0% 0.01% 252 -1,348 -63.05% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History No change 796 65 0.0% 0.0% 253 0 0.0% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 740 61 0.0% 0.0% 254 +51 7.4% Q4 2025 Jan 05, 2026
BESSEMER GROUP INC History Added to 640 53 0.0% 0.0% 255 +40 6.67% Q4 2025 Feb 05, 2026
State of Wyoming History Reduced 581 48 0.01% 0.03% 256 -2,739 -82.5% Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History New 526 43 0.0% 257 +526 New Q4 2025 Feb 17, 2026
STRS OHIO History New 500 41 0.0% 258 +500 New Q4 2025 Feb 02, 2026
Hughes Financial Services, LLC History No change 500 41 0.01% 0.01% 259 0 0.0% Q4 2025 Feb 11, 2026
Banque Cantonale Vaudoise History Reduced 460 38 0.0% 0.0% 260 -50 -9.8% Q4 2025 Feb 06, 2026
UMB Bank, n.a. History Added to 439 36 0.0% 0.0% 261 +332 310.28% Q4 2025 Feb 13, 2026
Westfuller Advisors, LLC History No change 435 36 0.01% 0.02% 262 0 0.0% Q4 2025 Jan 21, 2026
Versant Capital Management, Inc History No change 434 35 0.0% 0.01% 263 0 0.0% Q4 2025 Jan 08, 2026
Salomon & Ludwin, LLC History Reduced 369 32 0.0% 0.0% 264 -1 -0.27% Q4 2025 Jan 28, 2026
SIGNATUREFD, LLC History No change 372 30 0.0% 0.0% 265 0 0.0% Q4 2025 Jan 20, 2026
NBC SECURITIES, INC. History New 342 28 0.0% 266 +342 New Q4 2025 Jan 29, 2026
DANSKE BANK A/S History New 338 27 0.0% 267 +338 New Q4 2025 Feb 02, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 313 25 0.0% 0.0% 268 +210 203.88% Q4 2025 Feb 17, 2026
McMillan Office, Inc. History New 300 24 0.0% 269 +300 New Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Added to 271 22 0.0% 0.0% 270 +9 3.44% Q4 2025 Feb 02, 2026
IFP Advisors, Inc History No change 270 22 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 246 20 0.0% 0.0% 272 +76 44.71% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Added to 220 18 0.0% 0.0% 273 +182 478.95% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History No change 200 16 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 176 15 0.0% 0.0% 275 +29 19.73% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 159 13 0.0% 0.0% 276 +31 24.22% Q4 2025 Jan 23, 2026
MassMutual Private Wealth & Trust, FSB History Added to 153 12 0.0% 0.0% 277 +1 0.66% Q4 2025 Jan 07, 2026
Quarry LP History New 140 11 0.0% 278 +140 New Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 117 9 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 03, 2026
HHM Wealth Advisors, LLC History No change 116 9 0.0% 0.0% 280 0 0.0% Q4 2025 Jan 22, 2026
Spire Wealth Management History No change 116 9 0.0% 0.0% 281 0 0.0% Q4 2025 Jan 14, 2026
Optiver Holding B.V. History Reduced 86 7 0.0% 0.0% 282 -255 -74.78% Q4 2025 Feb 17, 2026
Covestor Ltd History Added to 71 6 0.0% 284 +69 3450.0% Q4 2025 Feb 06, 2026
Root Financial Partners, LLC History Added to 74 6 0.0% 0.0% 285 +9 13.85% Q4 2025 Feb 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 81 6 0.0% 0.0% 283 0 0.0% Q4 2025 Jan 23, 2026
Sound Income Strategies, LLC History New 54 5 0.0% 287 +54 New Q4 2025 Jan 21, 2026
Parallel Advisors, LLC History No change 65 5 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Added to 53 4 0.0% 0.0% 288 +19 55.88% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Reduced 39 3 0.0% 0.0% 289 -329 -89.4% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 42 3 0.0% 0.0% 290 +24 133.33% Q4 2025 Feb 03, 2026
Greenline Wealth Management LLC History New 33 2 0.0% 294 +33 New Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 27 2 0.0% 293 +27 New Q4 2025 Feb 05, 2026
Larson Financial Group LLC History Added to 29 2 0.0% 0.0% 292 +9 45.0% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 36 2 0.0% 0.0% 291 +1 2.86% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History Reduced 16 1 0.0% 0.0% 295 -23 -58.97% Q4 2025 Feb 09, 2026
Kingdom Financial Group LLC. History New 21 1 0.0% 299 +21 New Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 19 1 0.0% 297 +16 533.33% Q4 2025 Jan 14, 2026
Torren Management, LLC History New 14 1 0.0% 301 +14 New Q4 2025 Jan 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 23 1 0.0% 0.0% 296 -2 -8.0% Q4 2025 Feb 03, 2026
Retirement Wealth Solutions LLC History Added to 19 1 0.0% 0.0% 300 +2 11.76% Q4 2025 Jan 07, 2026
Bell Investment Advisors, Inc History No change 24 1 0.0% 0.0% 298 0 0.0% Q4 2025 Feb 24, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.04% -362,818 -100.0% Q3 2025 Nov 13, 2025
Intrinsic Edge Capital Management LLC History Closed out 0 0 1.49% -118,986 -100.0% Q3 2025 Nov 12, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.17% -65,987 -100.0% Q3 2025 Nov 12, 2025
New Age Alpha Advisors, LLC History Closed out 0 0 0.24% -63,034 -100.0% Q3 2025 Nov 12, 2025
BRANT POINT INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.48% -50,000 -100.0% Q3 2025 Nov 13, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 0.04% -37,042 -100.0% Q3 2025 Nov 06, 2025
PEAK6 LLC History Closed out 0 0 0.0% -34,996 -100.0% Q3 2025 Mar 30, 2026
CenterBook Partners LP History Closed out 0 0 0.09% -21,321 -100.0% Q3 2025 Nov 07, 2025
Allianz Asset Management GmbH History Closed out 0 0 0.0% -19,812 -100.0% Q3 2025 Nov 04, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.02% -11,616 -100.0% Q3 2025 Oct 31, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.04% -11,279 -100.0% Q3 2025 Nov 17, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -7,092 -100.0% Q3 2025 Nov 14, 2025
Lighthouse Investment Partners, LLC History Closed out 0 0 0.01% -4,598 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -4,564 -100.0% Q3 2025 Nov 14, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.08% -4,385 -100.0% Q3 2025 Nov 13, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.04% -4,292 -100.0% Q3 2025 Nov 14, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.1% -3,904 -100.0% Q3 2025 Nov 14, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.13% -3,697 -100.0% Q3 2025 Nov 13, 2025
Jain Global LLC History Closed out 0 0 0.0% -3,597 -100.0% Q3 2025 Nov 14, 2025
CIBC Asset Management Inc History Closed out 0 0 0.0% -3,418 -100.0% Q3 2025 Oct 31, 2025
HighTower Advisors, LLC History Closed out 0 0 0.0% -3,168 -100.0% Q3 2025 Nov 07, 2025
BENJAMIN EDWARDS INC History Closed out 0 0 0.0% -2,867 -100.0% Q3 2025 Oct 23, 2025
Kingsview Wealth Management, LLC History Closed out 0 0 0.0% -2,709 -100.0% Q3 2025 Nov 12, 2025
Ethic Inc. History Closed out 0 0 0.0% -2,302 -100.0% Q3 2025 Oct 17, 2025
Concord Wealth Partners History Closed out 0 0 0.01% -573 -100.0% Q3 2025 Nov 05, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -486 -100.0% Q3 2025 Nov 14, 2025
OSTERWEIS CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -383 -100.0% Q3 2025 Nov 14, 2025
Washington Trust Advisors, Inc. History Closed out 0 0 0.0% -213 -100.0% Q3 2025 Nov 10, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -117 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -67 -100.0% Q3 2025 Nov 14, 2025
Moisand Fitzgerald Tamayo, LLC History Closed out 0 0 0.0% -52 -100.0% Q3 2025 Oct 23, 2025
Neo Ivy Capital Management History Closed out 0 0 0.0% -34 -100.0% Q3 2025 Nov 12, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -12 -100.0% Q3 2025 Nov 10, 2025
JPL Wealth Management, LLC History Closed out 0 0 -10 -100.0% Q3 2025 Nov 14, 2025
Allworth Financial LP History New 9 0 +9 New Q4 2025 Feb 05, 2026
Keating Financial Advisory Services, Inc. History New 9 0 +9 New Q4 2025 Feb 09, 2026
Signature Equity Partners, LLC History New 9 0 +9 New Q4 2025 Feb 17, 2026
Ankerstar Wealth, LLC History New 6 0 +6 New Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 4 0 +4 New Q4 2025 Jan 21, 2026
Fortitude Family Office, LLC History Reduced 3 0 -4 -57.14% Q4 2025 Jan 15, 2026
Caitong International Asset Management Co., Ltd History New 4 0 +4 New Q4 2025 Mar 03, 2026
Cloud Capital Management, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 03, 2025
GILPIN WEALTH MANAGEMENT, LLC History New 3 0 +3 New Q4 2025 Feb 11, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
DiNuzzo Private Wealth, Inc. History Added to 6 0 +1 20.0% Q4 2025 Jan 16, 2026
Advisory Services Network, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 18, 2025
Bay Harbor Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Feb 02, 2026
SJS Investment Consulting Inc. History No change 2 0 0 0.0% Q4 2025 Jan 21, 2026
Abound Wealth Management History No change 2 0 0 0.0% Q4 2025 Jan 12, 2026
True Wealth Design, LLC History No change 10 0 0 0.0% Q4 2025 Jan 08, 2026
Federation des caisses Desjardins du Quebec History No change 10 0 0 0.0% Q4 2025 Feb 12, 2026
Rialto Wealth Management, LLC History No change 3 0 0 0.0% Q4 2025 Jan 12, 2026
HFM Investment Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 05, 2026