ALLETE INC - ALE

Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q3 2025 · Compare: Q2 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 7,805,559 518,289 0.01% 0.01% 1 +22,461 0.29% Q3 2025 Nov 12, 2025
VANGUARD GROUP INC History Reduced 6,286,072 417,395 0.01% 0.01% 2 -32,570 -0.52% Q3 2025 Nov 07, 2025
STATE STREET CORP History Added to 2,249,957 149,397 0.01% 0.01% 3 +31,151 1.4% Q3 2025 Nov 14, 2025
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,471,802 97,745 0.01% 0.01% 4 +44,288 3.1% Q3 2025 Nov 12, 2025
AQR Arbitrage LLC History Reduced 1,372,186 91,113 2.32% 2.24% 5 -155,737 -10.19% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Added to 975,761 64,790 0.08% 0.01% 6 +820,782 529.61% Q3 2025 Nov 14, 2025
DIMENSIONAL FUND ADVISORS LP History Reduced 961,880 63,868 0.01% 0.01% 7 -30 -0.0% Q3 2025 Nov 12, 2025
Melqart Asset Management (UK) Ltd History Reduced 786,819 52,244 6.97% 7.65% 8 -48,293 -5.78% Q3 2025 Nov 14, 2025
MILLENNIUM MANAGEMENT LLC History Added to 767,802 50,982 0.02% 0.02% 9 +246,334 47.24% Q3 2025 Nov 14, 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 753,372 50,023 0.01% 0.01% 10 -5,502 -0.73% Q3 2025 Nov 10, 2025
Invesco Ltd. History Added to 705,162 46,822 0.01% 0.01% 11 +185,523 35.7% Q3 2025 Nov 13, 2025
NORTHERN TRUST CORP History Reduced 698,354 46,370 0.01% 0.01% 12 -9,959 -1.41% Q3 2025 Nov 14, 2025
FIRST TRUST ADVISORS LP History Reduced 684,529 45,452 0.03% 0.04% 13 -1,871 -0.27% Q3 2025 Nov 12, 2025
ALLIANCEBERNSTEIN L.P. History Added to 611,255 40,587 0.01% 0.01% 14 +21,409 3.63% Q3 2025 Nov 14, 2025
AQR CAPITAL MANAGEMENT LLC History Added to 542,011 35,989 0.02% 0.03% 15 +59,009 12.22% Q3 2025 Nov 14, 2025
ALPINE ASSOCIATES MANAGEMENT INC. History Added to 520,018 34,529 2.08% 1.51% 16 +76,971 17.37% Q3 2025 Nov 06, 2025
Bank of New York Mellon Corp History Reduced 439,988 29,215 0.01% 0.01% 17 -209 -0.05% Q3 2025 Nov 03, 2025
MORGAN STANLEY History Reduced 421,392 27,980 0.0% 0.0% 18 -84,943 -16.78% Q3 2025 Nov 14, 2025
UBS Group AG History Reduced 402,934 26,754 0.0% 0.01% 19 -109,200 -21.32% Q3 2025 Nov 13, 2025
Verition Fund Management LLC History Added to 391,318 25,983 0.11% 0.08% 20 +112,211 40.2% Q3 2025 Nov 14, 2025
OLD REPUBLIC INTERNATIONAL CORP History No change 383,100 25,438 0.94% 0.96% 21 0 0.0% Q3 2025 Oct 27, 2025
Nuveen, LLC History Reduced 367,944 24,431 0.01% 0.01% 22 -101,386 -21.6% Q3 2025 Nov 12, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 363,788 24,155 0.08% 0.02% 23 +258,843 246.65% Q3 2025 Nov 14, 2025
Alberta Investment Management Corp History Added to 357,202 23,718 0.17% 0.14% 24 +75,000 26.58% Q3 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 353,755 23,489 0.03% 0.02% 25 +169,200 91.68% Q3 2025 Nov 14, 2025
LMR Partners LLP History Added to 345,613 22,948 0.1% 0.01% 26 +320,142 1256.89% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Reduced 327,952 21,776 0.51% 1.09% 27 -345,164 -51.28% Q3 2025 Nov 17, 2025
Neuberger Berman Group LLC History Reduced 308,447 20,478 0.01% 0.02% 28 -72,320 -18.99% Q3 2025 Nov 12, 2025
Man Group plc History Added to 300,496 19,952 0.03% 0.01% 29 +240,303 399.22% Q3 2025 Nov 14, 2025
HSBC HOLDINGS PLC History Added to 288,647 19,171 0.01% 0.01% 30 +7,249 2.58% Q3 2025 Nov 13, 2025
FIL Ltd History Added to 284,373 18,882 0.01% 0.02% 31 +351 0.12% Q3 2025 Nov 13, 2025
JANUS HENDERSON GROUP PLC History No change 269,585 17,895 0.01% 0.01% 32 0 0.0% Q3 2025 Nov 14, 2025
Legal & General Group Plc History Reduced 268,857 17,852 0.0% 0.0% 33 -6,735 -2.44% Q3 2025 Nov 13, 2025
GABELLI & Co INVESTMENT ADVISERS, INC. History Reduced 238,600 15,843 2.54% 2.48% 34 -13,100 -5.2% Q3 2025 Nov 12, 2025
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 224,036 14,875 0.01% 0.01% 35 -124,460 -35.71% Q3 2025 Nov 14, 2025
Energy Income Partners, LLC History Added to 222,107 14,747 0.28% 0.1% 36 +144,655 186.77% Q3 2025 Nov 13, 2025
JPMORGAN CHASE & CO History Added to 221,617 14,715 0.0% 0.0% 37 +19,280 9.53% Q3 2025 Nov 26, 2025
PRINCIPAL FINANCIAL GROUP INC History Added to 217,586 14,447 0.01% 0.01% 38 +48,921 29.0% Q3 2025 Nov 04, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 211,555 14,047 0.02% 39 +211,555 New Q3 2025 Nov 14, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 204,958 13,609 0.01% 0.01% 40 +18,349 9.83% Q3 2025 Nov 13, 2025
GOLDMAN SACHS GROUP INC History Added to 203,669 13,523 0.0% 0.0% 41 +80,946 65.96% Q3 2025 Nov 14, 2025
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 203,336 13,501 0.07% 0.07% 42 -1,989 -0.97% Q3 2025 Nov 12, 2025
HRT FINANCIAL LP History Added to 202,470 13,444 0.05% 0.0% 43 +189,580 1470.75% Q3 2025 Nov 14, 2025
RHUMBLINE ADVISERS History Reduced 197,608 13,121 0.01% 0.01% 44 -2,709 -1.35% Q3 2025 Nov 06, 2025
MARSHALL WACE, LLP History Added to 186,257 12,367 0.01% 0.0% 45 +140,983 311.4% Q3 2025 Nov 13, 2025
Squarepoint Ops LLC History Reduced 185,002 12,284 0.01% 0.02% 46 -109,885 -37.26% Q3 2025 Nov 14, 2025
BANK OF AMERICA CORP /DE/ History Added to 183,466 12,182 0.0% 0.0% 47 +39,266 27.23% Q3 2025 Feb 03, 2026
Sand Grove Capital Management LLP History New 168,499 11,188 5.47% 48 +168,499 New Q3 2025 Nov 14, 2025
Lighthouse Investment Partners, LLC History Added to 156,022 10,359 0.31% 0.29% 49 +35,315 29.26% Q3 2025 Nov 14, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 145,920 9,689 0.02% 0.04% 50 -135,164 -48.09% Q3 2025 Nov 14, 2025
CITIGROUP INC History Added to 143,702 9,541 0.0% 0.0% 51 +88,521 160.42% Q3 2025 Nov 10, 2025
Centiva Capital, LP History New 139,800 9,282 0.09% 52 +139,800 New Q3 2025 Nov 14, 2025
BARCLAYS PLC History Added to 133,537 8,866 0.0% 0.0% 53 +11,550 9.47% Q3 2025 Mar 31, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 128,769 8,550 0.72% 0.87% 54 -30,156 -18.97% Q3 2025 Nov 07, 2025
JANE STREET GROUP, LLC History Added to 118,775 7,886 0.0% 0.0% 55 +55,179 86.76% Q3 2025 Nov 14, 2025
Kapitalo Investimentos Ltda History Reduced 115,344 7,658 1.43% 3.0% 56 -100,951 -46.67% Q3 2025 Nov 03, 2025
Swiss National Bank History Added to 112,300 7,456 0.0% 0.0% 57 +1,600 1.45% Q3 2025 Nov 13, 2025
RENAISSANCE TECHNOLOGIES LLC History Reduced 111,999 7,436 0.01% 0.03% 58 -185,200 -62.32% Q3 2025 Nov 13, 2025
ProShare Advisors LLC History Added to 110,157 7,314 0.02% 0.01% 59 +2,680 2.49% Q3 2025 Nov 06, 2025
CSS LLC/IL History Added to 107,167 7,115 0.32% 0.09% 60 +78,525 274.16% Q3 2025 Nov 13, 2025
Phocas Financial Corp. History New 106,751 7,088 0.92% 61 +106,751 New Q3 2025 Nov 12, 2025
Allianz Asset Management GmbH History Added to 106,477 7,070 0.01% 0.0% 62 +65,910 162.47% Q3 2025 Nov 04, 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 102,666 6,817 0.0% 0.0% 63 -74,839 -42.16% Q3 2025 Nov 14, 2025
Groupe la Francaise History Reduced 93,968 6,239 0.08% 0.12% 64 -20,148 -17.66% Q3 2025 Nov 13, 2025
Quantessence Capital LLC History New 93,953 6,238 1.97% 65 +93,953 New Q3 2025 Nov 14, 2025
FMR LLC History Added to 89,133 5,918 0.0% 0.0% 66 +16,619 22.92% Q3 2025 Nov 13, 2025
AMERIPRISE FINANCIAL INC History Reduced 85,474 5,676 0.0% 0.0% 67 -4,210 -4.69% Q3 2025 Nov 14, 2025
Westchester Capital Management, LLC History New 84,129 5,586 0.26% 68 +84,129 New Q3 2025 Nov 14, 2025
CITADEL ADVISORS LLC History Reduced 80,563 5,349 0.0% 0.0% 69 -50,149 -38.37% Q3 2025 Nov 14, 2025
PICTON MAHONEY ASSET MANAGEMENT History New 80,291 5,324 0.05% 70 +80,291 New Q3 2025 Nov 12, 2025
FARALLON CAPITAL MANAGEMENT LLC History New 75,000 4,980 0.02% 71 +75,000 New Q3 2025 Feb 17, 2026
ABC ARBITRAGE SA History No change 72,866 4,838 0.48% 0.53% 72 0 0.0% Q3 2025 Nov 06, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History New 72,000 4,780 0.01% 73 +72,000 New Q3 2025 Nov 14, 2025
Caption Management, LLC History New 72,000 4,780 0.04% 74 +72,000 New Q3 2025 Nov 14, 2025
Retirement Systems of Alabama History Reduced 70,006 4,648 0.02% 0.02% 75 -762 -1.08% Q3 2025 Oct 31, 2025
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 65,557 4,352 0.1% 0.1% 76 -2,972 -4.34% Q3 2025 Nov 13, 2025
AlphaQuest LLC History New 63,691 4,229 0.28% 77 +63,691 New Q3 2025 Nov 03, 2025
WOLVERINE ASSET MANAGEMENT LLC History Added to 63,568 4,220 0.03% 0.03% 78 +7,480 13.34% Q3 2025 Oct 28, 2025
MetLife Investment Management, LLC History New 62,661 4,160 0.02% 79 +62,661 New Q3 2025 Nov 13, 2025
TOKIO MARINE ASSET MANAGEMENT CO LTD History Reduced 62,100 4,123 0.15% 0.29% 80 -57,100 -47.9% Q3 2025 Oct 27, 2025
Integrated Wealth Concepts LLC History Added to 61,181 4,062 0.04% 0.03% 81 +7,250 13.44% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Reduced 58,188 3,863 0.01% 0.1% 82 -740,272 -92.71% Q3 2025 Nov 14, 2025
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 56,993 3,784 0.0% 0.0% 83 +2 0.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 56,224 3,733 0.29% 0.24% 84 +16,952 43.17% Q3 2025 Nov 14, 2025
Versor Investments LP History Reduced 54,492 3,618 0.67% 1.01% 85 -34,598 -38.83% Q3 2025 Nov 06, 2025
WELLS FARGO & COMPANY/MN History Added to 54,365 3,609 0.0% 0.0% 86 +6,565 13.73% Q3 2025 Nov 13, 2025
Strategic Planning, Inc. History Reduced 53,051 3,522 2.04% 2.06% 87 -663 -1.23% Q3 2025 Oct 20, 2025
GAMCO INVESTORS, INC. ET AL History Reduced 51,825 3,441 0.03% 0.04% 88 -7,612 -12.81% Q3 2025 Nov 12, 2025
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 50,637 3,362 0.01% 0.01% 89 +5,375 11.88% Q3 2025 Nov 14, 2025
Skandinaviska Enskilda Banken AB (publ) History Reduced 50,000 3,320 0.01% 0.02% 90 -21,672 -30.24% Q3 2025 Nov 07, 2025
HARVEST MANAGEMENT LLC History Added to 49,847 3,309 1.43% 0.81% 91 +19,996 66.99% Q3 2025 Nov 14, 2025
Corient Private Wealth LLC History Reduced 49,473 3,285 0.01% 0.0% 92 -625 -1.25% Q3 2025 Nov 14, 2025
NEXPOINT ASSET MANAGEMENT, L.P. History Added to 48,500 3,220 0.28% 0.23% 93 +9,513 24.4% Q3 2025 Nov 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History New 48,111 3,194 0.12% 94 +48,111 New Q3 2025 Nov 17, 2025
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 47,533 3,157 0.0% 0.0% 95 +2,858 6.4% Q3 2025 Nov 14, 2025
RAYMOND JAMES FINANCIAL INC History Reduced 45,511 3,021 0.0% 0.0% 96 -14,205 -23.79% Q3 2025 Nov 14, 2025
WELLINGTON MANAGEMENT GROUP LLP History Added to 45,378 3,013 0.0% 0.0% 97 +1,362 3.09% Q3 2025 Nov 14, 2025
Magellan Asset Management Ltd History Added to 44,345 2,944 0.03% 0.03% 98 +2,897 6.99% Q3 2025 Nov 10, 2025
CAPTRUST FINANCIAL ADVISORS History Added to 43,979 2,920 0.01% 0.01% 99 +415 0.95% Q3 2025 Nov 19, 2025
DEUTSCHE BANK AG\ History Added to 43,298 2,874 0.0% 0.0% 100 +5,653 15.02% Q3 2025 Nov 13, 2025
Trexquant Investment LP History New 42,071 2,793 0.03% 101 +42,071 New Q3 2025 Nov 14, 2025
DLD Asset Management, LP History New 41,777 2,773 0.2% 102 +41,777 New Q3 2025 Nov 14, 2025
HARBOR CAPITAL ADVISORS, INC. History Added to 41,388 2,748 0.21% 0.1% 103 +2,835 7.35% Q3 2025 Oct 15, 2025
NISA INVESTMENT ADVISORS, LLC History Reduced 39,306 2,609 0.01% 0.01% 104 -11,300 -22.33% Q3 2025 Oct 23, 2025
VICTORY CAPITAL MANAGEMENT INC History Added to 38,875 2,581 0.0% 0.0% 105 +28,348 269.29% Q3 2025 Nov 12, 2025
CWA Asset Management Group, LLC History Added to 37,175 2,468 0.09% 0.09% 106 +4,475 13.69% Q3 2025 Oct 22, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 34,958 2,321 0.0% 0.0% 107 -29 -0.08% Q3 2025 Nov 07, 2025
ALGERT GLOBAL LLC History No change 34,940 2,320 0.04% 0.05% 108 0 0.0% Q3 2025 Nov 14, 2025
NEW YORK STATE COMMON RETIREMENT FUND History Added to 34,264 2,275 0.0% 0.0% 109 +14,676 74.92% Q3 2025 Nov 03, 2025
COZAD ASSET MANAGEMENT INC History Reduced 33,987 2,256 0.18% 0.2% 110 -915 -2.62% Q3 2025 Nov 10, 2025
SG Americas Securities, LLC History Added to 33,917 2,252 0.01% 0.0% 111 +22,248 190.66% Q3 2025 Oct 23, 2025
MACQUARIE GROUP LTD History New 32,629 2,166 0.0% 112 +32,629 New Q3 2025 Nov 13, 2025
FRANKLIN RESOURCES INC History Added to 31,750 2,113 0.0% 0.0% 113 +4,288 15.61% Q3 2025 Nov 13, 2025
Pacer Advisors, Inc. History New 30,568 2,029 0.01% 114 +30,568 New Q3 2025 Oct 15, 2025
Yakira Capital Management, Inc. History Reduced 29,171 1,936 0.68% 0.86% 115 -10,149 -25.81% Q3 2025 Nov 13, 2025
XTX Topco Ltd History Added to 28,936 1,921 0.1% 0.02% 116 +22,609 357.34% Q3 2025 Nov 14, 2025
FNY Investment Advisers, LLC History New 28,500 1,892 0.61% 117 +28,500 New Q3 2025 Dec 15, 2025
GARDNER LEWIS ASSET MANAGEMENT L P History New 28,100 1,865 0.44% 118 +28,100 New Q3 2025 Nov 10, 2025
ALPS ADVISORS INC History Added to 27,950 1,855 0.01% 0.01% 119 +7,832 38.93% Q3 2025 Nov 05, 2025
Quantinno Capital Management LP History Added to 27,918 1,853 0.01% 0.01% 120 +8,046 40.49% Q3 2025 Nov 14, 2025
Vazirani Asset Management LLC History New 27,500 1,826 6.53% 121 +27,500 New Q3 2025 Nov 14, 2025
CANADA LIFE ASSURANCE Co History Added to 26,947 1,786 0.0% 0.0% 122 +569 2.16% Q3 2025 Nov 17, 2025
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 26,741 1,775 0.02% 0.02% 123 -2,053 -7.13% Q3 2025 Oct 31, 2025
IEQ CAPITAL, LLC History Reduced 26,079 1,731 0.01% 0.01% 124 -1,981 -7.06% Q3 2025 Nov 14, 2025
Weiss Asset Management LP History New 25,922 1,721 0.6% 125 +25,922 New Q3 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 25,428 1,688 0.01% 0.01% 126 -66 -0.26% Q3 2025 Oct 29, 2025
US BANCORP \DE\ History Reduced 25,347 1,683 0.0% 0.0% 127 -120 -0.47% Q3 2025 Nov 12, 2025
State of Tennessee, Department of Treasury History No change 25,328 1,681 0.01% 0.01% 128 0 0.0% Q3 2025 Nov 14, 2025
INTECH INVESTMENT MANAGEMENT LLC History Reduced 24,440 1,622 0.01% 0.02% 129 -11,225 -31.47% Q3 2025 Nov 12, 2025
Holocene Advisors, LP History New 24,142 1,603 0.0% 130 +24,142 New Q3 2025 Nov 14, 2025
OSAIC HOLDINGS, INC. History Added to 24,280 1,560 0.0% 0.0% 131 +165 0.68% Q3 2025 Nov 14, 2025
Creative Planning History Added to 23,449 1,557 0.0% 0.0% 132 +2,659 12.79% Q3 2025 Nov 14, 2025
VAN ECK ASSOCIATES CORP History Added to 21,157 1,405 0.0% 0.0% 133 +1,378 6.97% Q3 2025 Nov 13, 2025
Jump Financial, LLC History New 21,157 1,404 0.02% 135 +21,157 New Q3 2025 Nov 13, 2025
BNP PARIBAS FINANCIAL MARKETS History Reduced 21,147 1,404 0.0% 0.0% 134 -487 -2.25% Q3 2025 Nov 13, 2025
Hennion & Walsh Asset Management, Inc. History Added to 20,022 1,329 0.05% 0.05% 136 +632 3.26% Q3 2025 Oct 22, 2025
Kintayl Capital LP History Reduced 19,329 1,283 0.79% 1.0% 137 -8,866 -31.45% Q3 2025 Nov 14, 2025
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 19,198 1,275 0.01% 0.01% 138 0 0.0% Q3 2025 Nov 12, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 18,868 1,253 0.0% 0.0% 139 -1,519 -7.45% Q3 2025 Oct 22, 2025
STRS OHIO History Added to 18,800 1,248 0.0% 0.0% 140 +500 2.73% Q3 2025 Oct 30, 2025
Mariner, LLC History Added to 17,718 1,176 0.0% 0.0% 141 +3,630 25.77% Q3 2025 Nov 14, 2025
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 17,600 1,168 0.01% 0.01% 142 -1,209 -6.43% Q3 2025 Oct 14, 2025
Arizona State Retirement System History Added to 17,152 1,138 0.01% 0.01% 143 +236 1.4% Q3 2025 Nov 03, 2025
Walleye Trading LLC History New 17,000 1,128 0.0% 144 +17,000 New Q3 2025 Nov 14, 2025
SEI INVESTMENTS CO History Reduced 16,824 1,117 0.0% 0.0% 145 -46,874 -73.59% Q3 2025 Nov 13, 2025
Police & Firemen's Retirement System of New Jersey History Added to 16,768 1,113 0.01% 0.01% 146 +3,656 27.88% Q3 2025 Nov 12, 2025
AMERICAN CENTURY COMPANIES INC History Reduced 16,427 1,090 0.0% 0.0% 147 -215 -1.29% Q3 2025 Nov 12, 2025
Tradition Wealth Management, LLC History Added to 16,397 1,088 0.08% 0.08% 148 +29 0.18% Q3 2025 Nov 13, 2025
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 16,141 1,071 0.0% 0.0% 149 -208 -1.27% Q3 2025 Nov 14, 2025
Louisiana State Employees Retirement System History Reduced 16,100 1,069 0.02% 0.02% 150 -200 -1.23% Q3 2025 Oct 22, 2025
Cetera Investment Advisers History Added to 15,910 1,056 0.0% 0.0% 151 +1,140 7.72% Q3 2025 Nov 14, 2025
Cerity Partners LLC History Added to 15,896 1,055 0.0% 0.0% 152 +9,270 139.9% Q3 2025 Oct 22, 2025
Ameritas Investment Partners, Inc. History Reduced 15,745 1,045 0.03% 0.03% 153 -1,373 -8.02% Q3 2025 Nov 10, 2025
COMERICA BANK History Reduced 15,440 1,025 0.0% 0.0% 154 -1,118 -6.75% Q3 2025 Nov 14, 2025
HARBOUR INVESTMENTS, INC. History Added to 15,418 1,023 0.02% 0.02% 155 +623 4.21% Q3 2025 Nov 12, 2025
LPL Financial LLC History Reduced 15,203 1,009 0.0% 0.0% 156 -4,206 -21.67% Q3 2025 Nov 12, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 14,730 991 0.0% 0.0% 157 +2,180 17.37% Q3 2025 Oct 29, 2025
Vestcor Inc History New 14,564 966 0.03% 158 +14,564 New Q3 2025 Nov 13, 2025
TORONTO DOMINION BANK History Reduced 14,401 956 0.0% 0.03% 159 -244,165 -94.43% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 14,234 945 0.0% 0.0% 160 -1,391 -8.9% Q3 2025 Oct 30, 2025
MIDLAND WEALTH ADVISORS LLC History New 14,083 935 0.05% 161 +14,083 New Q3 2025 Nov 07, 2025
CWM, LLC History Added to 14,035 932 0.0% 0.0% 162 +2,121 17.8% Q3 2025 Oct 15, 2025
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 13,746 912 0.0% 0.0% 163 -200 -1.43% Q3 2025 Nov 05, 2025
Vise Technologies, Inc. History Added to 13,315 884 0.03% 0.03% 164 +2,397 21.95% Q3 2025 Nov 13, 2025
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 13,303 883 0.0% 0.0% 165 -330 -2.42% Q3 2025 Nov 04, 2025
Gilliland Jeter Wealth Management LLC History No change 13,096 869 0.27% 0.27% 166 0 0.0% Q3 2025 Oct 28, 2025
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 12,906 856 0.01% 0.01% 167 -22 -0.17% Q3 2025 Nov 07, 2025
EXCHANGE TRADED CONCEPTS, LLC History Added to 12,683 842 0.01% 0.01% 168 +324 2.62% Q3 2025 Oct 14, 2025
Vanguard Personalized Indexing Management, LLC History Added to 12,603 836 0.01% 0.01% 169 +72 0.57% Q3 2025 Oct 31, 2025
Engineers Gate Manager LP History Added to 12,074 801 0.01% 0.01% 170 +5,433 81.81% Q3 2025 Nov 14, 2025
Aviance Capital Partners, LLC History No change 12,017 797 0.09% 0.1% 171 0 0.0% Q3 2025 Oct 29, 2025
GREAT VALLEY ADVISOR GROUP, INC. History Added to 11,995 796 0.02% 0.02% 172 +1 0.01% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Reduced 11,716 777 0.0% 0.01% 174 -23,226 -66.47% Q3 2025 Nov 14, 2025
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 11,700 777 0.02% 0.02% 173 0 0.0% Q3 2025 Dec 15, 2025
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 11,686 775 0.01% 0.01% 175 -200 -1.68% Q3 2025 Oct 24, 2025
ICON ADVISERS INC/CO History Reduced 11,500 763 0.17% 0.2% 176 -2,000 -14.81% Q3 2025 Nov 17, 2025
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 10,461 694 0.0% 0.0% 177 0 0.0% Q3 2025 Nov 14, 2025
Sagefield Capital LP History New 10,400 690 0.08% 178 +10,400 New Q3 2025 Nov 14, 2025
VOYA INVESTMENT MANAGEMENT LLC History Reduced 10,288 683 0.0% 0.0% 179 -5,246 -33.77% Q3 2025 Oct 09, 2025
Resona Asset Management Co.,Ltd. History Reduced 10,184 676 0.0% 0.0% 180 -817 -7.43% Q3 2025 Oct 31, 2025
Russell Investments Group, Ltd. History Added to 10,095 670 0.0% 0.0% 181 +6,055 149.88% Q3 2025 Nov 13, 2025
Arax Advisory Partners History Added to 9,690 643 0.01% 182 +9,679 87990.91% Q3 2025 Nov 14, 2025
MERCER GLOBAL ADVISORS INC /ADV History Added to 9,679 642 0.0% 0.0% 183 +1,896 24.36% Q3 2025 Nov 14, 2025
PRUDENTIAL FINANCIAL INC History Reduced 9,076 602 0.0% 0.0% 184 -40 -0.44% Q3 2025 Nov 13, 2025
R Squared Ltd History Reduced 8,782 583 0.25% 0.39% 185 -2,324 -20.93% Q3 2025 Nov 12, 2025
Samalin Investment Counsel, LLC History Added to 8,664 575 0.2% 0.2% 186 +379 4.57% Q3 2025 Oct 30, 2025
Entropy Technologies, LP History Reduced 8,647 574 0.04% 0.04% 187 -1 -0.01% Q3 2025 Nov 13, 2025
XPONANCE, INC. History Reduced 8,205 544 0.0% 0.0% 188 -11 -0.13% Q3 2025 Nov 12, 2025
Probity Advisors, Inc. History Added to 8,067 535 0.09% 0.08% 189 +1,029 14.62% Q3 2025 Oct 30, 2025
State of Alaska, Department of Revenue History Added to 7,979 529 0.01% 0.0% 190 +1,473 22.64% Q3 2025 Oct 24, 2025
FIRST CITIZENS BANK & TRUST CO History Added to 7,862 522 0.01% 0.01% 191 +235 3.08% Q3 2025 Oct 31, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 7,800 517 0.0% 0.0% 192 -72,987 -90.34% Q3 2025 Nov 14, 2025
WJ Financial Advisors LLC History New 7,778 516 0.5% 193 +7,778 New Q3 2025 Nov 06, 2025
Envestnet Portfolio Solutions, Inc. History Reduced 7,694 510 0.0% 0.0% 194 -448 -5.5% Q3 2025 Oct 30, 2025
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 7,611 505 0.01% 0.01% 195 +85 1.13% Q3 2025 Oct 27, 2025
TRUIST FINANCIAL CORP History Reduced 7,362 488 0.0% 0.0% 196 -1,149 -13.5% Q3 2025 Nov 03, 2025
BANK OF MONTREAL /CAN/ History Reduced 7,021 466 0.0% 0.0% 197 -1,036 -12.86% Q3 2025 Nov 13, 2025
Inspire Investing, LLC History Reduced 6,847 454 0.04% 0.07% 198 -3,462 -33.58% Q3 2025 Oct 15, 2025
GUGGENHEIM CAPITAL LLC History Reduced 6,658 442 0.0% 0.01% 199 -5,042 -43.09% Q3 2025 Nov 13, 2025
Cambridge Investment Research Advisors, Inc. History Added to 6,564 436 0.0% 0.0% 200 +186 2.92% Q3 2025 Nov 12, 2025
Vermillion Wealth Management, Inc. History No change 6,359 422 0.11% 0.19% 201 0 0.0% Q3 2025 Oct 23, 2025
Meeder Advisory Services, Inc. History Reduced 6,150 408 0.02% 0.04% 202 -6,733 -52.26% Q3 2025 Oct 24, 2025
Polymer Capital Management (US) LLC History Added to 6,007 398 0.04% 0.04% 203 +942 18.6% Q3 2025 Nov 14, 2025
Kestra Investment Management, LLC History Added to 5,860 389 0.01% 0.01% 204 +1,918 48.66% Q3 2025 Nov 17, 2025
Schonfeld Strategic Advisors LLC History New 5,698 378 0.0% 205 +5,698 New Q3 2025 Nov 14, 2025
Advisors Asset Management, Inc. History Reduced 5,527 366 0.01% 0.01% 206 -1 -0.02% Q3 2025 Nov 06, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 5,393 358 0.04% 0.07% 207 -4,823 -47.21% Q3 2025 Nov 14, 2025
Magnetar Financial LLC History New 4,887 324 0.0% 208 +4,887 New Q3 2025 Nov 13, 2025
Empowered Funds, LLC History Reduced 4,643 308 0.0% 0.0% 210 -35 -0.75% Q3 2025 Nov 13, 2025
Baker Ellis Asset Management LLC History No change 4,650 308 0.04% 0.04% 209 0 0.0% Q3 2025 Oct 23, 2025
HighTower Advisors, LLC History Added to 4,621 306 0.0% 0.0% 211 +50 1.09% Q3 2025 Nov 07, 2025
NICOLET ADVISORY SERVICES, LLC History No change 4,243 285 0.02% 0.02% 212 0 0.0% Q3 2025 Nov 13, 2025
SECURIAN ASSET MANAGEMENT, INC History Reduced 4,279 284 0.01% 0.01% 213 -82 -1.88% Q3 2025 Oct 23, 2025
JNBA Financial Advisors History No change 4,266 283 0.03% 0.03% 214 0 0.0% Q3 2025 Oct 28, 2025
IFM Investors Pty Ltd History New 4,185 277 0.0% 215 +4,185 New Q3 2025 Oct 15, 2025
DRW Securities, LLC History New 4,280 275 0.01% 216 +4,280 New Q3 2025 Nov 14, 2025
Empower Advisory Group, LLC History New 4,151 275 0.0% 217 +4,151 New Q3 2025 Nov 14, 2025
GAMMA Investing LLC History Added to 4,154 275 0.02% 0.01% 218 +821 24.63% Q3 2025 Oct 02, 2025
Tower Research Capital LLC (TRC) History Reduced 4,093 271 0.01% 0.01% 219 -3,684 -47.37% Q3 2025 Nov 14, 2025
Sterling Capital Management LLC History Added to 4,054 269 0.0% 0.0% 220 +2,473 156.42% Q3 2025 Nov 12, 2025
Bridgefront Capital, LLC History New 3,982 264 0.08% 222 +3,982 New Q3 2025 Nov 14, 2025
MACKENZIE FINANCIAL CORP History Reduced 3,987 264 0.0% 0.0% 221 -9 -0.23% Q3 2025 Nov 13, 2025
Moment Partners, LLC History New 3,961 263 0.05% 223 +3,961 New Q3 2025 Nov 06, 2025
QUADRANT CAPITAL GROUP LLC History No change 3,801 252 0.01% 0.01% 224 0 0.0% Q3 2025 Nov 13, 2025
Independent Advisor Alliance History Reduced 3,772 250 0.01% 0.01% 225 -71 -1.85% Q3 2025 Nov 04, 2025
Dakota Wealth Management History Reduced 3,669 243 0.0% 0.01% 226 -5,429 -59.67% Q3 2025 Nov 10, 2025
FORA Capital, LLC History Reduced 3,650 242 0.04% 0.04% 227 -1,554 -29.86% Q3 2025 Nov 13, 2025
Kestra Advisory Services, LLC History Reduced 3,516 233 0.0% 0.0% 228 -246 -6.54% Q3 2025 Nov 14, 2025
HB Wealth Management, LLC History New 3,497 232 0.0% 229 +3,497 New Q3 2025 Oct 23, 2025
Berman McAleer LLC History New 3,330 221 0.03% 230 +3,330 New Q3 2025 Nov 04, 2025
Avantax Planning Partners, Inc. History Reduced 3,299 219 0.01% 0.01% 231 -37 -1.11% Q3 2025 Oct 31, 2025
MAIRS & POWER INC History Reduced 3,288 218 0.0% 0.0% 232 -1,000 -23.32% Q3 2025 Nov 14, 2025
Accurate Wealth Management, LLC History New 3,207 216 0.03% 233 +3,207 New Q3 2025 Oct 20, 2025
Wilmington Savings Fund Society, FSB History Reduced 3,200 212 0.01% 0.0% 234 -1,020 -24.17% Q3 2025 Nov 20, 2025
Crossmark Global Holdings, Inc. History No change 3,203 212 0.0% 0.0% 235 0 0.0% Q3 2025 Nov 12, 2025
Belpointe Asset Management LLC History New 3,178 211 0.01% 236 +3,178 New Q3 2025 Nov 03, 2025
Longboard Asset Management, LP History New 3,155 209 0.34% 237 +3,155 New Q3 2025 Oct 22, 2025
Farther Finance Advisors, LLC History Added to 3,126 207 0.0% 0.0% 238 +602 23.85% Q3 2025 Oct 14, 2025
ALERUS FINANCIAL NA History No change 3,111 206 0.01% 0.01% 239 0 0.0% Q3 2025 Nov 10, 2025
FEDERATED HERMES, INC. History Reduced 3,098 205 0.0% 0.0% 240 -2,589 -45.52% Q3 2025 Nov 03, 2025
Orion Porfolio Solutions, LLC History New 3,016 200 0.0% 241 +3,016 New Q3 2025 Nov 12, 2025
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,904 193 0.0% 0.0% 242 0 0.0% Q3 2025 Nov 13, 2025
PenderFund Capital Management Ltd. History Reduced 2,780 184 0.03% 0.06% 243 -1,100 -28.35% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Added to 2,767 183 0.0% 0.0% 244 +6 0.22% Q3 2025 Nov 12, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,233 148 0.0% 0.0% 245 +52 2.38% Q3 2025 Nov 14, 2025
JONES FINANCIAL COMPANIES LLLP History Added to 1,948 129 0.0% 0.0% 246 +558 40.14% Q3 2025 Nov 04, 2025
Global Retirement Partners, LLC History Added to 1,935 128 0.0% 0.0% 247 +1,846 2074.16% Q3 2025 Oct 21, 2025
Covestor Ltd History Added to 1,885 125 0.07% 0.0% 248 +1,857 6632.14% Q3 2025 Oct 30, 2025
HANTZ FINANCIAL SERVICES, INC. History Added to 1,823 121 0.0% 0.0% 249 +381 26.42% Q3 2025 Nov 05, 2025
EverSource Wealth Advisors, LLC History Reduced 1,725 114 0.0% 0.01% 250 -104 -5.69% Q3 2025 Nov 10, 2025
NewEdge Advisors, LLC History No change 1,662 110 0.0% 0.0% 251 0 0.0% Q3 2025 Nov 17, 2025
TOMPKINS FINANCIAL CORP History No change 1,437 95 0.01% 0.01% 252 0 0.0% Q3 2025 Oct 08, 2025
MJT & Associates Financial Advisory Group, Inc. History No change 1,383 91 0.07% 0.11% 253 0 0.0% Q3 2025 Oct 15, 2025
KBC Group NV History No change 1,314 87 0.0% 0.0% 254 0 0.0% Q3 2025 Jan 20, 2026
Larson Financial Group LLC History Added to 1,184 78 0.0% 0.0% 255 +510 75.67% Q3 2025 Nov 14, 2025
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,099 72 0.0% 0.0% 256 +4 0.37% Q3 2025 Nov 14, 2025
HUSSMAN STRATEGIC ADVISORS, INC. History No change 1,000 66 0.01% 0.01% 257 0 0.0% Q3 2025 Nov 03, 2025
Parallel Advisors, LLC History Reduced 938 62 0.0% 0.0% 258 -67 -6.67% Q3 2025 Nov 13, 2025
ROTHSCHILD INVESTMENT LLC History Added to 915 60 0.0% 0.0% 259 +835 1043.75% Q3 2025 Nov 07, 2025
Spire Wealth Management History No change 904 60 0.0% 0.0% 260 0 0.0% Q3 2025 Oct 23, 2025
Caitong International Asset Management Co., Ltd History New 863 57 0.04% 261 +863 New Q3 2025 Nov 19, 2025
Financial Perspectives, Inc History No change 830 55 0.02% 0.02% 262 0 0.0% Q3 2025 Oct 22, 2025
AdvisorNet Financial, Inc History Added to 805 53 0.0% 0.0% 263 +1 0.12% Q3 2025 Oct 09, 2025
IFP Advisors, Inc History Added to 751 49 0.0% 0.0% 264 +182 31.99% Q3 2025 Feb 06, 2026
Cherry Tree Wealth Management, LLC History No change 744 49 0.01% 0.01% 265 0 0.0% Q3 2025 Nov 24, 2025
SIMPLEX TRADING, LLC History New 733 48 0.0% 266 +733 New Q3 2025 Nov 12, 2025
UMB Bank, n.a. History Added to 711 47 0.0% 0.0% 267 +121 20.51% Q3 2025 Nov 04, 2025
MAI Capital Management History Reduced 696 46 0.0% 0.0% 268 -72 -9.38% Q3 2025 Nov 10, 2025
Mint Tower Capital Management B.V. History Added to 650 43 0.01% 0.0% 269 +457 236.79% Q3 2025 Nov 12, 2025
FIFTH THIRD BANCORP History Added to 623 41 0.0% 0.0% 270 +11 1.8% Q3 2025 Nov 07, 2025
Versant Capital Management, Inc History Reduced 611 40 0.01% 0.01% 271 -791 -56.42% Q3 2025 Oct 27, 2025
Smartleaf Asset Management LLC History Added to 579 38 0.0% 0.0% 273 +349 151.74% Q3 2025 Nov 05, 2025
NOMURA ASSET MANAGEMENT CO LTD History No change 580 38 0.0% 0.0% 272 0 0.0% Q3 2025 Nov 12, 2025
Costello Asset Management, INC History Added to 539 35 0.01% 0.01% 274 +2 0.37% Q3 2025 Nov 06, 2025
Optiver Holding B.V. History Reduced 474 31 0.0% 0.0% 275 -122 -20.47% Q3 2025 Nov 10, 2025
CX Institutional History Added to 445 30 0.0% 0.0% 276 +179 67.29% Q3 2025 Oct 23, 2025
SIGNATUREFD, LLC History Reduced 441 29 0.0% 0.0% 277 -47 -9.63% Q3 2025 Oct 21, 2025
VALLEY NATIONAL ADVISERS INC History No change 416 27 0.0% 0.0% 278 0 0.0% Q3 2025 Oct 17, 2025
Wealthspire Advisors, LLC History New 392 26 0.0% 279 +392 New Q3 2025 Nov 14, 2025
Geneos Wealth Management Inc. History Reduced 363 24 0.0% 0.0% 280 -3 -0.82% Q3 2025 Oct 22, 2025
Parkside Financial Bank & Trust History Added to 318 21 0.0% 0.0% 281 +167 110.6% Q3 2025 Oct 30, 2025
Advisory Services Network, LLC History New 312 20 0.0% 283 +312 New Q3 2025 Nov 18, 2025
HUNTINGTON NATIONAL BANK History No change 313 20 0.0% 0.0% 282 0 0.0% Q3 2025 Nov 12, 2025
EQUITEC PROPRIETARY MARKETS, LLC History New 300 19 0.0% 285 +300 New Q3 2025 Nov 26, 2025
CHESAPEAKE ASSET MANAGEMENT LLC History No change 300 19 0.02% 0.02% 284 0 0.0% Q3 2025 Oct 17, 2025
Anchor Investment Management, LLC History No change 300 19 0.0% 0.0% 286 0 0.0% Q3 2025 Nov 14, 2025
Byrne Asset Management LLC History No change 300 19 0.01% 0.01% 287 0 0.0% Q3 2025 Oct 22, 2025
BESSEMER GROUP INC History Reduced 253 17 0.0% 0.0% 288 -125 -33.07% Q3 2025 Nov 05, 2025
Westside Investment Management, Inc. History Added to 242 16 0.0% 0.0% 289 +121 100.0% Q3 2025 Nov 04, 2025
MassMutual Private Wealth & Trust, FSB History Reduced 237 15 0.0% 0.0% 291 -51 -17.71% Q3 2025 Oct 22, 2025
CHILTON CAPITAL MANAGEMENT LLC History No change 240 15 0.0% 0.0% 290 0 0.0% Q3 2025 Oct 31, 2025
Bayforest Capital Ltd History Reduced 218 14 0.01% 0.02% 293 -484 -68.95% Q3 2025 Oct 24, 2025
Clearstead Advisors, LLC History Added to 220 14 0.0% 0.0% 292 +86 64.18% Q3 2025 Nov 10, 2025
ASSETMARK, INC History Added to 170 11 0.0% 0.0% 295 +89 109.88% Q3 2025 Nov 06, 2025
CIBC Private Wealth Group LLC History No change 172 11 0.0% 0.0% 294 0 0.0% Q3 2025 Nov 24, 2025
Hilltop National Bank History No change 180 11 0.0% 0.0% 296 0 0.0% Q3 2025 Oct 08, 2025
Atlantic Union Bankshares Corp History No change 156 10 0.0% 0.0% 297 0 0.0% Q3 2025 Nov 04, 2025
Quarry LP History New 125 8 0.0% 299 +125 New Q3 2025 Nov 14, 2025
Capital Advisors, Ltd. LLC History Reduced 115 8 0.0% 0.0% 298 -77 -40.1% Q3 2025 Oct 16, 2025
Private Wealth Management Group, LLC History No change 129 8 0.0% 0.0% 300 0 0.0% Q3 2025 Oct 17, 2025
FLAGSHIP WEALTH ADVISORS, LLC History No change 133 8 0.0% 0.0% 301 0 0.0% Q3 2025 Oct 30, 2025
Bell Investment Advisors, Inc History Added to 117 7 0.0% 0.0% 302 +5 4.46% Q3 2025 Nov 21, 2025
CENTRAL TRUST Co History No change 91 6 0.0% 0.0% 303 0 0.0% Q3 2025 Nov 06, 2025
SouthState Bank Corp History No change 100 6 0.0% 0.0% 304 0 0.0% Q3 2025 Nov 05, 2025
Colonial Trust Advisors History No change 83 5 0.0% 0.0% 305 0 0.0% Q3 2025 Nov 10, 2025
City State Bank History No change 80 5 0.0% 0.0% 306 0 0.0% Q3 2025 Oct 16, 2025
WealthCollab, LLC History No change 78 5 0.0% 0.0% 307 0 0.0% Q3 2025 Nov 13, 2025
Transamerica Financial Advisors, LLC History New 72 4 0.0% 308 +72 New Q3 2025 Nov 14, 2025
Quent Capital, LLC History New 69 4 0.0% 310 +69 New Q3 2025 Oct 27, 2025
IFS Advisors, LLC History No change 70 4 0.0% 0.0% 309 0 0.0% Q3 2025 Oct 15, 2025
Holos Integrated Wealth LLC History No change 60 4 0.0% 0.0% 311 0 0.0% Q3 2025 Jan 05, 2026
Rockefeller Capital Management L.P. History New 51 3 0.0% 314 +51 New Q3 2025 Nov 14, 2025
Cornerstone Planning Group LLC History Added to 45 3 0.0% 316 +38 542.86% Q3 2025 Nov 04, 2025
True Wealth Design, LLC History Added to 60 3 0.0% 0.0% 317 +37 160.87% Q3 2025 Oct 21, 2025
FARMERS & MERCHANTS INVESTMENTS INC History Added to 51 3 0.0% 0.0% 312 +4 8.51% Q3 2025 Oct 17, 2025
Mitsubishi UFJ Asset Management Co., Ltd. History No change 54 3 0.0% 0.0% 313 0 0.0% Q3 2025 Nov 12, 2025
Prestige Wealth Management Group LLC History No change 48 3 0.0% 0.0% 315 0 0.0% Q3 2025 Feb 20, 2026
BROWN BROTHERS HARRIMAN & CO History New 41 2 0.0% 318 +41 New Q3 2025 Nov 13, 2025
Hughes Financial Services, LLC History Added to 32 2 0.0% 0.0% 320 +8 33.33% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History No change 31 2 0.0% 0.0% 319 0 0.0% Q3 2025 Nov 06, 2025
Kilter Group LLC History No change 42 2 0.0% 0.0% 321 0 0.0% Q3 2025 Feb 06, 2026
Avion Wealth History Added to 24 1 0.0% 0.0% 324 +8 50.0% Q3 2025 Oct 24, 2025
JFS WEALTH ADVISORS, LLC History Reduced 23 1 0.0% 0.0% 323 -2 -8.0% Q3 2025 Nov 10, 2025
TCTC Holdings, LLC History No change 22 1 0.0% 0.0% 322 0 0.0% Q3 2025 Nov 07, 2025
CVA Family Office, LLC History No change 19 1 0.0% 0.0% 325 0 0.0% Q3 2025 Oct 30, 2025
Fortitude Family Office, LLC History No change 28 1 0.0% 0.0% 326 0 0.0% Q3 2025 Oct 17, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.06% -924,076 -100.0% Q2 2025 Aug 14, 2025
HIGHBRIDGE CAPITAL MANAGEMENT LLC History Closed out 0 0 2.34% -898,146 -100.0% Q2 2025 Aug 12, 2025
ROYAL BANK OF CANADA History Closed out 0 0 0.0% -406,541 -100.0% Q2 2025 Nov 21, 2025
GABELLI FUNDS LLC History Closed out 0 0 0.15% -321,769 -100.0% Q2 2025 Aug 13, 2025
Absolute Gestao de Investimentos Ltda. History Closed out 0 0 5.63% -273,795 -100.0% Q2 2025 Aug 11, 2025
Aristotle Capital Boston, LLC History Closed out 0 0 0.54% -165,444 -100.0% Q2 2025 Aug 14, 2025
Advisors Preferred, LLC History Closed out 0 0 1.37% -128,258 -100.0% Q2 2025 Aug 05, 2025
Polar Asset Management Partners Inc. History Closed out 0 0 0.06% -55,000 -100.0% Q2 2025 Aug 14, 2025
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -54,061 -100.0% Q2 2025 Aug 14, 2025
Olympiad Research LP History Closed out 0 0 3.99% -38,110 -100.0% Q2 2025 Aug 08, 2025
Atom Investors LP History Closed out 0 0 0.18% -32,583 -100.0% Q2 2025 Aug 14, 2025
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Closed out 0 0 0.0% -31,685 -100.0% Q2 2025 Aug 14, 2025
DeepCurrents Investment Group LLC History Closed out 0 0 0.06% -29,378 -100.0% Q2 2025 Aug 14, 2025
BCK CAPITAL MANAGEMENT LP History Closed out 0 0 1.54% -27,837 -100.0% Q2 2025 Aug 07, 2025
Cannon Global Investment Management, LLC History Closed out 0 0 2.98% -22,700 -100.0% Q2 2025 Jul 29, 2025
Universal- Beteiligungs- und Servicegesellschaft mbH History Closed out 0 0 0.0% -15,622 -100.0% Q2 2025 Aug 11, 2025
Inspire Advisors, LLC History Closed out 0 0 0.08% -12,114 -100.0% Q2 2025 Aug 11, 2025
Blackstone Inc. History Closed out 0 0 0.0% -11,353 -100.0% Q2 2025 Aug 14, 2025
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -10,778 -100.0% Q2 2025 Jul 30, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -10,346 -100.0% Q2 2025 Aug 13, 2025
South Dakota Investment Council History Closed out 0 0 0.01% -8,795 -100.0% Q2 2025 Aug 05, 2025
NINE MASTS CAPITAL Ltd History Closed out 0 0 0.2% -8,588 -100.0% Q2 2025 Aug 13, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.01% -7,500 -100.0% Q2 2025 Aug 14, 2025
Pathstone Holdings, LLC History Closed out 0 0 0.0% -6,502 -100.0% Q2 2025 Aug 12, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.13% -6,008 -100.0% Q2 2025 Aug 14, 2025
Headlands Technologies LLC History Closed out 0 0 0.04% -5,342 -100.0% Q2 2025 Aug 14, 2025
Sowell Financial Services LLC History Closed out 0 0 0.01% -4,831 -100.0% Q2 2025 Jul 14, 2025
PAX Financial Group, LLC History Closed out 0 0 0.04% -3,553 -100.0% Q2 2025 Aug 11, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -3,167 -100.0% Q2 2025 Aug 01, 2025
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 0.0% -876 -100.0% Q2 2025 Feb 03, 2026
NATIXIS History Closed out 0 0 0.0% -600 -100.0% Q2 2025 Aug 13, 2025
Allworth Financial LP History Closed out 0 0 0.0% -528 -100.0% Q2 2025 Aug 07, 2025
HENNESSY ADVISORS INC History Closed out 0 0 0.0% -375 -100.0% Q2 2025 Jul 21, 2025
Brooklyn Investment Group History Closed out 0 0 0.0% -204 -100.0% Q2 2025 Aug 14, 2025
Pinnacle Bancorp, Inc. History Closed out 0 0 0.0% -200 -100.0% Q2 2025 Jul 11, 2025
Garde Capital, Inc. History Closed out 0 0 0.0% -100 -100.0% Q2 2025 Jul 03, 2025
Perkins Coie Trust Co History Closed out 0 0 0.0% -38 -100.0% Q2 2025 Jul 10, 2025
Sunbelt Securities, Inc. History New 15 0 +15 New Q3 2025 Nov 19, 2025
FINANCIAL CONSULATE, INC History New 14 0 +14 New Q3 2025 Oct 21, 2025
Clearstead Trust, LLC History New 12 0 +12 New Q3 2025 Nov 10, 2025
Federation des caisses Desjardins du Quebec History New 10 0 +10 New Q3 2025 Nov 14, 2025
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 -9 -100.0% Q2 2025 Aug 13, 2025
Bare Financial Services, Inc History New 8 0 +8 New Q3 2025 Nov 12, 2025
Rialto Wealth Management, LLC History Reduced 8 0 0.0% -8 -50.0% Q3 2025 Nov 07, 2025
Physician Wealth Advisors, Inc. History Closed out 0 0 -8 -100.0% Q2 2025 Jul 14, 2025
TRUST CO OF VERMONT History Closed out 0 0 -3 -100.0% Q2 2025 Jul 18, 2025
Root Financial Partners, LLC History New 2 0 +2 New Q3 2025 Oct 29, 2025
SBI Securities Co., Ltd. History Added to 5 0 +1 25.0% Q3 2025 Nov 05, 2025
S&T BANK/PA History No change 5 0 0 0.0% Q3 2025 Nov 14, 2025
Financial Management Professionals, Inc. History No change 5 0 0 0.0% Q3 2025 Oct 15, 2025
SJS Investment Consulting Inc. History No change 4 0 0 0.0% Q3 2025 Oct 21, 2025
DecisionPoint Financial, LLC History No change 4 0 0 0.0% Q3 2025 Nov 10, 2025
DiNuzzo Private Wealth, Inc. History No change 3 0 0 0.0% Q3 2025 Oct 14, 2025
Sachetta, LLC History No change 9 0 0 0.0% Q3 2025 Oct 24, 2025
Legacy Wealth Managment, LLC/ID History No change 14 0 0 0.0% Q3 2025 Nov 12, 2025