ALLEGRO MICROSYSTEMS, INC. - ALGM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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
FMR LLC History Reduced 23,635,746 623,510 0.03% 0.04% 1 -3,832,097 -13.95% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 14,202,528 374,662 0.01% 0.01% 2 -90,937 -0.64% Q4 2025 Jan 29, 2026
Capital Research Global Investors History Reduced 13,111,292 345,875 0.06% 0.09% 3 -3,713,430 -22.07% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Added to 12,201,457 321,874 0.01% 0.01% 4 +824,039 7.24% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 7,651,051 201,834 0.03% 0.02% 5 +2,338,624 44.02% Q4 2025 Feb 19, 2026
JPMORGAN CHASE & CO History Reduced 7,347,422 193,825 0.01% 0.01% 6 -383,845 -4.96% Q4 2025 Feb 11, 2026
STATE STREET CORP History Added to 5,359,488 141,383 0.0% 0.01% 7 +78,203 1.48% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Reduced 2,916,785 76,944 0.06% 0.06% 8 -16,021 -0.55% Q4 2025 Feb 11, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 2,803,944 73,968 0.11% 0.07% 9 +1,227,317 77.84% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 2,715,620 71,638 0.01% 0.0% 10 +2,217,489 445.16% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,393,968 63,165 0.0% 0.0% 11 +24,839 1.05% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 2,233,136 58,910 0.0% 0.0% 12 +294,107 15.17% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,140,147 56,461 0.01% 0.01% 13 +169,597 8.61% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 2,036,212 53,715 0.08% 14 +2,036,212 New Q4 2025 Feb 17, 2026
Analog Century Management LP History Added to 1,890,072 49,860 2.45% 1.84% 15 +715,119 60.86% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,742,296 45,961 0.02% 0.03% 16 -171,778 -8.97% Q4 2025 Feb 02, 2026
NORGES BANK History New 1,457,805 38,456 0.0% 17 +1,457,805 New Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,413,339 37,283 0.02% 0.01% 18 +486,213 52.44% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,362,418 35,940 0.01% 0.01% 19 +67,425 5.21% Q4 2025 Feb 13, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 1,248,310 32,930 0.45% 0.51% 20 -75,416 -5.7% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 1,149,965 30,336 0.03% 0.05% 21 +163,165 16.53% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,148,652 30,301 0.01% 0.02% 22 -1,541,844 -57.31% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,106,337 29,185 0.01% 0.01% 23 -54,580 -4.7% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 1,014,999 26,775 0.0% 0.0% 24 +4,142 0.41% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 940,358 24,806 0.02% 0.03% 25 -1,718 -0.18% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 908,441 23,964 0.01% 0.01% 26 -17,917 -1.93% Q4 2025 Feb 18, 2026
LOOMIS SAYLES & CO L P History Added to 829,239 21,875 0.03% 0.03% 27 +27,216 3.39% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 810,460 21,379 0.03% 0.02% 28 +312,129 62.63% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 796,329 21,007 0.0% 0.0% 29 +450,983 130.59% Q4 2025 Mar 25, 2026
Schonfeld Strategic Advisors LLC History Added to 754,824 19,912 0.09% 0.01% 30 +674,359 838.08% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 750,586 19,800 0.0% 0.0% 31 -42,929 -5.41% Q4 2025 Feb 10, 2026
MARSHALL WACE, LLP History Added to 714,579 18,850 0.02% 0.0% 32 +576,493 417.49% Q4 2025 Feb 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 675,703 17,825 0.12% 0.13% 33 -9,358 -1.37% Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History Reduced 669,146 17,652 0.15% 0.18% 34 -14,359 -2.1% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 576,655 15,212 0.0% 0.0% 35 -376,024 -39.47% Q4 2025 Feb 17, 2026
Talos Eurisko Asset Management LP History New 560,200 14,778 2.62% 36 +560,200 New Q4 2025 Feb 17, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 524,931 13,847 0.15% 0.23% 37 -370,866 -41.4% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 496,078 13,086 0.0% 0.0% 38 -549,670 -52.56% Q4 2025 Feb 12, 2026
S Squared Technology, LLC History Added to 457,451 12,067 4.67% 4.41% 39 +60,000 15.1% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 448,980 11,844 0.01% 0.01% 40 -102,613 -18.6% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 436,200 11,506 0.02% 41 +436,200 New Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History Added to 419,600 11,069 0.13% 0.02% 42 +350,434 506.66% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Added to 417,291 11,008 0.02% 0.01% 43 +90,993 27.89% Q4 2025 Feb 17, 2026
Alyeska Investment Group, L.P. History New 400,000 10,552 0.03% 44 +400,000 New Q4 2025 Feb 13, 2026
Man Group plc History Added to 387,105 10,211 0.02% 0.01% 45 +171,818 79.81% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 373,490 9,852 0.0% 0.0% 46 +46,568 14.24% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 367,291 9,689 0.01% 0.01% 47 +27,365 8.05% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 356,026 9,580 0.02% 0.02% 48 -4,160 -1.15% Q4 2025 Jan 15, 2026
Lightrock Netherlands B.V. History New 354,390 9,348 1.94% 49 +354,390 New Q4 2025 Jan 26, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 330,709 8,724 0.0% 0.0% 50 -6,769 -2.01% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 328,199 8,657 0.0% 0.0% 51 -304,979 -48.17% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 327,973 8,651 0.0% 0.0% 52 +77,589 30.99% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 323,180 8,525 0.0% 0.0% 53 -997,878 -75.54% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 310,925 8,202 0.01% 0.01% 54 +149,577 92.7% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 300,215 7,919 0.01% 0.01% 55 -12,709 -4.06% Q4 2025 Feb 13, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 270,888 7,146 0.22% 0.24% 56 -3,589 -1.31% Q4 2025 Jan 28, 2026
IMC-Chicago, LLC History Reduced 264,318 6,972 0.0% 0.02% 57 -1,767,419 -86.99% Q4 2025 Jan 29, 2026
Swiss National Bank History Added to 255,400 6,737 0.0% 0.0% 58 +4,500 1.79% Q4 2025 Feb 12, 2026
Nuveen, LLC History No change 241,927 6,382 0.0% 0.0% 59 0 0.0% Q4 2025 Feb 12, 2026
Pier Capital, LLC History Reduced 231,184 6,098 0.97% 1.07% 60 -3,934 -1.67% Q4 2025 Feb 03, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 198,785 5,243 0.0% 0.0% 61 +54,214 37.5% Q4 2025 Feb 10, 2026
Retirement Systems of Alabama History Reduced 189,855 5,008 0.02% 0.02% 62 -1,040 -0.54% Q4 2025 Jan 15, 2026
Legal & General Group Plc History Reduced 185,648 4,897 0.0% 0.0% 63 -11,329 -5.75% Q4 2025 Feb 09, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 136,021 3,733 0.11% 0.13% 64 -30,523 -18.33% Q4 2025 Feb 13, 2026
ArrowMark Colorado Holdings LLC History Reduced 139,761 3,686 0.08% 0.08% 65 -9,888 -6.61% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 131,141 3,460 0.0% 0.02% 66 -954,057 -87.92% Q4 2025 Feb 19, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 122,998 3,244 0.0% 0.0% 67 +4,254 3.58% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 119,741 3,158 0.0% 0.01% 68 -129,823 -52.02% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 79,237 2,924 0.01% 0.01% 69 -7,394 -8.54% Q4 2025 Feb 18, 2026
GROUP ONE TRADING LLC History Reduced 108,900 2,872 0.01% 0.01% 70 -176,277 -61.81% Q4 2025 Feb 12, 2026
CITIGROUP INC History New 106,301 2,804 0.0% 71 +106,301 New Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 101,366 2,675 0.0% 0.0% 72 +4,736 4.9% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 97,609 2,574 0.01% 0.01% 73 -14,230 -12.72% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 96,911 2,556 0.0% 0.0% 74 +8,783 9.97% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Added to 92,928 2,451 0.01% 0.01% 75 +24,046 34.91% Q4 2025 Jan 30, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 92,797 2,447 0.0% 0.0% 76 0 0.0% Q4 2025 Feb 12, 2026
Summit Trail Advisors, LLC History Added to 92,506 2,440 0.04% 0.03% 77 +10,273 12.49% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 90,344 2,383 0.01% 0.01% 78 +15,949 21.44% Q4 2025 Feb 12, 2026
Granahan Investment Management, LLC History New 89,857 2,370 0.1% 79 +89,857 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 88,300 2,329 0.0% 0.0% 80 -62,725 -41.53% Q4 2025 Feb 13, 2026
Candriam S.C.A. History Reduced 87,888 2,318 0.01% 0.01% 81 -1,287 -1.44% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 83,810 2,210 0.0% 0.0% 82 -6,782 -7.49% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 82,250 2,169 0.0% 83 +82,250 New Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 80,157 2,114 0.0% 0.0% 84 +39,767 98.46% Q4 2025 Jan 22, 2026
Trexquant Investment LP History Reduced 79,486 2,096 0.02% 0.06% 85 -109,962 -58.04% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 76,675 2,022 0.0% 0.0% 86 +12,050 18.65% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 74,366 2,001 0.0% 0.0% 87 -31,601 -29.82% Q4 2025 Feb 03, 2026
Gotham Asset Management, LLC History Reduced 73,093 1,928 0.01% 0.02% 88 -51,395 -41.29% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 70,900 1,870 0.0% 0.0% 89 +60,100 556.48% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 65,373 1,724 0.0% 0.0% 90 -86,190 -56.87% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 65,353 1,724 0.0% 0.0% 91 +6,775 11.57% Q4 2025 Feb 17, 2026
Hel Ved Capital Management Ltd History New 62,850 1,657 0.45% 92 +62,850 New Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 60,588 1,598 0.01% 0.01% 93 -3,118 -4.89% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History No change 57,329 1,512 0.0% 0.0% 94 0 0.0% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Reduced 55,496 1,464 0.0% 0.0% 95 -5,211 -8.58% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History New 55,304 1,458 0.0% 96 +55,304 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 54,325 1,433 0.01% 0.01% 97 -2,442 -4.3% Q4 2025 Feb 05, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 52,277 1,379 0.01% 0.01% 98 -1,805 -3.34% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 51,618 1,361 0.01% 0.02% 99 -5,638 -9.85% Q4 2025 Feb 10, 2026
Treasurer of the State of North Carolina History Reduced 51,565 1,360 0.0% 0.0% 100 -3,772 -6.82% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 50,938 1,343 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History New 48,097 1,268 0.0% 102 +48,097 New Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 38,286 1,262 0.01% 0.01% 103 -463 -1.19% Q4 2025 Jan 21, 2026
GUGGENHEIM CAPITAL LLC History Added to 45,571 1,202 0.01% 0.0% 104 +25,337 125.22% Q4 2025 Feb 17, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 44,860 1,183 0.03% 0.04% 105 -11,753 -20.76% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 42,732 1,127 0.0% 0.0% 106 0 0.0% Q4 2025 Jan 27, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 40,000 1,055 0.07% 0.08% 107 0 0.0% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History No change 40,000 1,055 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 06, 2026
Sphera Management Technology Funds Ltd History No change 40,000 1,055 0.36% 0.37% 109 0 0.0% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 39,811 1,052 0.0% 0.0% 110 -47,040 -54.16% Q4 2025 Mar 20, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 39,633 1,045 0.01% 0.01% 111 0 0.0% Q4 2025 Jan 29, 2026
NATIXIS ADVISORS, LLC History Reduced 39,330 1,038 0.0% 0.0% 112 -2,357 -5.65% Q4 2025 Feb 10, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 38,467 1,014 0.1% 0.09% 113 0 0.0% Q4 2025 Jan 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 37,893 999 0.0% 0.0% 114 -1,354 -3.45% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 37,534 990 0.0% 115 +37,534 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 36,809 971 0.0% 0.0% 116 -574 -1.54% Q4 2025 Feb 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History New 36,173 954 0.01% 117 +36,173 New Q4 2025 Feb 10, 2026
Arizona State Retirement System History Reduced 36,039 950 0.01% 0.01% 118 -2,254 -5.89% Q4 2025 Jan 28, 2026
Entropy Technologies, LP History New 35,895 946 0.05% 119 +35,895 New Q4 2025 Feb 13, 2026
Louisiana State Employees Retirement System History Reduced 34,300 904 0.02% 0.02% 120 -200 -0.58% Q4 2025 Jan 16, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 32,747 863 0.13% 0.22% 121 -14,843 -31.19% Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 32,476 856 0.01% 123 +32,476 New Q4 2025 Feb 18, 2026
LPL Financial LLC History Reduced 32,473 856 0.0% 0.0% 122 -5,037 -13.43% Q4 2025 Feb 11, 2026
Pacer Advisors, Inc. History Added to 32,313 852 0.0% 0.0% 124 +16,003 98.12% Q4 2025 Feb 24, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 32,200 849 0.0% 0.0% 125 -100 -0.31% Q4 2025 Jan 30, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 31,037 818 0.0% 0.0% 126 -781 -2.45% Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History New 30,892 814 0.0% 127 +30,892 New Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 29,905 788 0.0% 0.0% 128 -2,042 -6.39% Q4 2025 Jan 29, 2026
ALPS ADVISORS INC History Added to 29,789 785 0.0% 0.0% 129 +806 2.78% Q4 2025 Feb 12, 2026
LECAP ASSET MANAGEMENT LTD History New 29,696 783 0.31% 130 +29,696 New Q4 2025 Jan 27, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 29,300 772 0.0% 0.0% 131 -200 -0.68% Q4 2025 Jan 29, 2026
Bridgefront Capital, LLC History New 28,801 759 0.19% 132 +28,801 New Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 27,929 737 0.0% 0.0% 133 -554 -1.95% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 27,750 732 0.01% 0.01% 134 +116 0.42% Q4 2025 Feb 05, 2026
PEAK6 LLC History Reduced 27,542 726 0.0% 0.0% 135 -42,158 -60.48% Q4 2025 Mar 12, 2026
KLP KAPITALFORVALTNING AS History No change 27,500 725 0.0% 0.0% 136 0 0.0% Q4 2025 Jan 28, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 27,081 714 0.02% 0.02% 137 0 0.0% Q4 2025 Feb 10, 2026
TUDOR INVESTMENT CORP ET AL History Added to 25,665 677 0.0% 1.15% 138 +17,165 201.94% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Reduced 25,638 676 0.02% 0.08% 139 -24,720 -49.09% Q4 2025 Feb 17, 2026
Creative Planning History Added to 25,406 670 0.0% 0.0% 140 +2,729 12.03% Q4 2025 Feb 17, 2026
PRENTISS SMITH & CO INC History No change 25,060 661 0.39% 0.41% 141 0 0.0% Q4 2025 Jan 29, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 24,737 652 0.01% 0.01% 142 -200 -0.8% Q4 2025 Feb 04, 2026
Advisors Asset Management, Inc. History Added to 23,744 626 0.01% 0.01% 143 +1,245 5.53% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 23,712 625 0.0% 0.0% 144 -7,940 -25.09% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 23,712 625 0.0% 0.0% 145 -7,940 -25.09% Q4 2025 Jan 23, 2026
Amundi History Added to 23,256 613 0.0% 0.0% 146 +13,214 131.59% Q4 2025 Feb 17, 2026
Tidal Investments LLC History New 23,135 610 0.0% 147 +23,135 New Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 22,731 599 0.02% 0.02% 148 -509 -2.19% Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History Added to 22,533 594 0.01% 0.01% 149 +6,197 37.93% Q4 2025 Feb 17, 2026
Walleye Capital LLC History New 22,105 583 0.0% 150 +22,105 New Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 21,249 560 0.0% 0.0% 151 +6,753 46.59% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 20,787 548 0.0% 0.0% 152 +3,387 19.47% Q4 2025 Jan 29, 2026
ProShare Advisors LLC History Added to 20,773 547 0.0% 0.0% 153 +4,069 24.36% Q4 2025 Feb 06, 2026
DEUTSCHE BANK AG\ History Added to 20,182 532 0.0% 0.0% 154 +5,189 34.61% Q4 2025 Feb 11, 2026
Ethic Inc. History Reduced 19,069 503 0.01% 0.01% 155 -531 -2.71% Q4 2025 Feb 03, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 18,721 493 0.0% 0.0% 156 +29 0.16% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 18,300 482 0.0% 0.0% 157 -23,291 -56.0% Q4 2025 Feb 11, 2026
Campbell & CO Investment Adviser LLC History New 18,255 481 0.02% 158 +18,255 New Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History New 17,976 474 0.01% 160 +17,976 New Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 18,000 474 0.0% 0.0% 159 +11,800 190.32% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 17,900 472 0.0% 0.0% 161 -14,700 -45.09% Q4 2025 Feb 17, 2026
TSG Advice Partners, LLC History New 17,167 452 0.07% 162 +17,167 New Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 17,085 450 0.0% 0.0% 163 +5,581 48.51% Q4 2025 Jan 28, 2026
Rockefeller Capital Management L.P. History Added to 16,876 445 0.0% 0.0% 164 +13,918 470.52% Q4 2025 Mar 16, 2026
Vontobel Holding Ltd. History Reduced 16,413 432 0.0% 0.0% 165 -1,311 -7.4% Q4 2025 Feb 13, 2026
ALTFEST L J & CO INC History New 16,287 429 0.05% 166 +16,287 New Q4 2025 Jan 23, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 16,169 426 0.0% 0.0% 167 -1,100 -6.37% Q4 2025 Feb 04, 2026
Corient Private Wealth LLC History Added to 15,345 407 0.0% 0.0% 168 +5,311 52.93% Q4 2025 Mar 09, 2026
SG Americas Securities, LLC History Reduced 14,754 389 0.0% 0.0% 169 -11,369 -43.52% Q4 2025 Jan 09, 2026
Vanguard Personalized Indexing Management, LLC History Added to 14,268 376 0.0% 0.0% 170 +419 3.03% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Reduced 14,220 375 0.0% 0.0% 171 -49 -0.34% Q4 2025 Feb 18, 2026
CWM, LLC History Reduced 14,053 371 0.0% 0.0% 173 -2,993 -17.56% Q4 2025 Jan 26, 2026
BANK OF MONTREAL /CAN/ History Added to 14,075 371 0.0% 0.0% 172 +770 5.79% Q4 2025 Feb 12, 2026
Circle Wealth Management, LLC History Reduced 14,002 369 0.01% 0.01% 174 -3,715 -20.97% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 13,565 357 0.0% 0.0% 175 -853 -5.92% Q4 2025 Jan 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 11,081 349 0.0% 176 +11,081 New Q4 2025 Jan 08, 2026
Holocene Advisors, LP History New 12,962 341 0.0% 177 +12,962 New Q4 2025 Feb 17, 2026
INCEPTIONR LLC History Added to 12,939 341 0.09% 0.07% 178 +3,057 30.94% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Trust & Banking Corp History New 12,752 336 0.0% 179 +12,752 New Q4 2025 Jan 30, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 12,705 335 0.0% 0.0% 180 -11,401 -47.3% Q4 2025 Jan 28, 2026
XPONANCE LLC History Reduced 12,736 335 0.0% 0.0% 181 -2,278 -15.17% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Reduced 12,136 320 0.0% 0.0% 182 -1,345 -9.98% Q4 2025 Jan 23, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History New 12,050 317 0.07% 183 +12,050 New Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 11,901 313 0.0% 0.0% 185 -3,075 -20.53% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 11,895 313 0.0% 0.0% 184 -497 -4.01% Q4 2025 Jan 26, 2026
Pathstone Holdings, LLC History New 11,812 311 0.0% 187 +11,812 New Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 11,820 311 0.0% 0.0% 186 -2,893 -19.66% Q4 2025 Feb 06, 2026
Yorktown Management & Research Co Inc History No change 11,300 298 0.24% 0.26% 188 0 0.0% Q4 2025 Jan 23, 2026
BANQUE PICTET & CIE SA History Reduced 10,770 284 0.0% 0.0% 189 -2,533 -19.04% Q4 2025 Jan 16, 2026
State of Wyoming History Reduced 10,669 281 0.03% 0.05% 190 -5,340 -33.36% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 10,502 277 0.0% 0.0% 191 +1,977 23.19% Q4 2025 Feb 18, 2026
AMERICAN CENTURY COMPANIES INC History No change 10,274 271 0.0% 0.0% 192 0 0.0% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 10,255 270 0.0% 0.0% 193 -110 -1.06% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 10,050 265 0.0% 0.0% 194 +62 0.62% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 9,973 263 0.0% 0.0% 195 -1,102 -9.95% Q4 2025 Feb 12, 2026
PROFUND ADVISORS LLC History Added to 9,244 243 0.01% 0.01% 196 +288 3.22% Q4 2025 Feb 06, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 9,027 238 0.01% 0.01% 197 -258 -2.78% Q4 2025 Feb 04, 2026
MACKENZIE FINANCIAL CORP History Reduced 8,809 235 0.0% 0.0% 198 -876 -9.04% Q4 2025 Feb 18, 2026
PRUDENTIAL FINANCIAL INC History Reduced 8,160 215 0.0% 0.0% 199 -4,685 -36.47% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 8,048 212 0.0% 200 +8,048 New Q4 2025 Jan 27, 2026
Aquatic Capital Management LLC History New 7,994 210 0.01% 201 +7,994 New Q4 2025 Feb 17, 2026
JUPITER ASSET MANAGEMENT LTD History New 7,931 209 0.0% 202 +7,931 New Q4 2025 Feb 10, 2026
Skandinaviska Enskilda Banken AB (publ) History New 7,798 205 0.0% 203 +7,798 New Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,635 201 0.0% 0.0% 204 0 0.0% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 7,281 192 0.0% 0.0% 205 -328 -4.31% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 6,366 167 0.0% 0.0% 206 -17,100 -72.87% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 5,633 148 0.0% 0.0% 207 -407 -6.74% Q4 2025 Jan 23, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 4,807 126 0.0% 0.0% 208 -43,433 -90.04% Q4 2025 Feb 10, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 4,578 120 0.08% 0.09% 209 -204 -4.27% Q4 2025 Feb 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,667 97 0.0% 0.0% 210 +2,766 306.99% Q4 2025 Feb 09, 2026
KBC Group NV History No change 3,694 97 0.0% 0.0% 211 0 0.0% Q4 2025 Jan 26, 2026
OSAIC HOLDINGS, INC. History Reduced 3,261 86 0.0% 0.0% 212 -2,904 -47.1% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 3,250 85 0.0% 0.0% 213 +224 7.4% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Reduced 2,963 78 0.0% 0.01% 214 -214 -6.74% Q4 2025 Jan 05, 2026
STRS OHIO History Added to 2,948 77 0.0% 0.0% 215 +5 0.17% Q4 2025 Feb 02, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,672 70 0.0% 0.0% 216 -1,273 -32.27% Q4 2025 Jan 15, 2026
TD Waterhouse Canada Inc. History No change 2,459 64 0.0% 0.0% 217 0 0.0% Q4 2025 Jan 27, 2026
NewEdge Advisors, LLC History Reduced 2,401 63 0.0% 0.0% 218 -82 -3.3% Q4 2025 Feb 18, 2026
SBI Securities Co., Ltd. History Added to 2,301 60 0.0% 0.0% 219 +1,782 343.35% Q4 2025 Feb 03, 2026
Federation des caisses Desjardins du Quebec History New 2,176 57 0.0% 220 +2,176 New Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 2,142 56 0.0% 0.0% 221 +1,908 815.38% Q4 2025 Jan 23, 2026
US BANCORP \DE\ History Added to 2,005 52 0.0% 0.0% 222 +335 20.06% Q4 2025 Jan 30, 2026
AlphaQuest LLC History Reduced 1,776 46 0.0% 0.01% 223 -3,298 -65.0% Q4 2025 Feb 09, 2026
UMB Bank, n.a. History Reduced 1,690 44 0.0% 0.0% 224 -171 -9.19% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 1,345 35 0.0% 225 +1,336 14844.44% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History New 1,281 33 0.0% 227 +1,281 New Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 1,009 33 0.0% 0.0% 226 +154 18.01% Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Reduced 1,173 30 0.0% 0.0% 228 -94 -7.42% Q4 2025 Feb 02, 2026
Quent Capital, LLC History Added to 997 26 0.0% 0.0% 229 +51 5.39% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History No change 900 23 0.0% 0.0% 230 0 0.0% Q4 2025 Jan 13, 2026
Allworth Financial LP History New 818 21 0.0% 231 +818 New Q4 2025 Feb 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 616 18 0.0% 232 +616 New Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Reduced 706 18 0.0% 0.0% 233 -188 -21.03% Q4 2025 Feb 11, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 653 17 0.0% 0.0% 235 -126 -16.17% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 653 17 0.0% 0.0% 234 +47 7.76% Q4 2025 Jan 20, 2026
ROTHSCHILD INVESTMENT LLC History Added to 578 15 0.0% 0.0% 236 +201 53.32% Q4 2025 Feb 10, 2026
Hurley Capital, LLC History No change 603 15 0.01% 0.01% 237 0 0.0% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 551 14 0.0% 0.0% 238 -23 -4.01% Q4 2025 Feb 06, 2026
Covestor Ltd History Added to 460 12 0.01% 0.01% 239 +19 4.31% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 393 10 0.0% 0.0% 241 -1,448 -78.65% Q4 2025 Feb 13, 2026
Activest Wealth Management History New 385 10 0.0% 242 +385 New Q4 2025 Jan 30, 2026
Clearstead Advisors, LLC History Reduced 388 10 0.0% 0.0% 240 -93 -19.33% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 378 9 0.0% 0.0% 243 +317 519.67% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 357 9 0.0% 0.0% 244 -75 -17.36% Q4 2025 Feb 05, 2026
Global X Japan Co., Ltd. History No change 315 8 0.0% 0.0% 245 0 0.0% Q4 2025 Jan 13, 2026
Parkside Financial Bank & Trust History Added to 266 7 0.0% 0.0% 246 +13 5.14% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 231 6 0.0% 0.0% 247 -27 -10.47% Q4 2025 Feb 09, 2026
Spire Wealth Management History Added to 233 6 0.0% 0.0% 248 +7 3.1% Q4 2025 Jan 14, 2026
Smartleaf Asset Management LLC History Reduced 223 5 0.0% 0.0% 250 -171 -43.4% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 196 5 0.0% 0.0% 249 -5 -2.49% Q4 2025 Jan 07, 2026
Sunbelt Securities, Inc. History New 185 4 0.0% 251 +185 New Q4 2025 Feb 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 178 4 0.0% 252 +178 New Q4 2025 Jan 21, 2026
Truvestments Capital LLC History No change 154 4 0.0% 0.0% 253 0 0.0% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Reduced 139 3 0.0% 0.0% 255 -4,355 -96.91% Q4 2025 Feb 06, 2026
SJS Investment Consulting Inc. History New 137 3 0.0% 257 +137 New Q4 2025 Jan 21, 2026
Hilton Head Capital Partners, LLC History New 125 3 0.0% 258 +125 New Q4 2025 Feb 11, 2026
Leonteq Securities AG History No change 135 3 0.0% 0.0% 254 0 0.0% Q4 2025 Feb 06, 2026
Concord Wealth Partners History No change 120 3 0.0% 0.0% 256 0 0.0% Q4 2025 Jan 29, 2026
SouthState Bank Corp History Added to 81 2 0.0% 259 +71 710.0% Q4 2025 Feb 11, 2026
Rakuten Securities, Inc. History Reduced 110 2 0.0% 0.0% 263 -68 -38.2% Q4 2025 Jan 29, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 75 2 0.0% 0.0% 261 -29 -27.88% Q4 2025 Jan 26, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 85 2 0.0% 0.0% 260 0 0.0% Q4 2025 Feb 03, 2026
Bell Investment Advisors, Inc History No change 101 2 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 24, 2026
MAI Capital Management History New 70 1 0.0% 265 +70 New Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 57 1 0.0% 267 +57 New Q4 2025 Feb 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 41 1 0.0% 264 +41 New Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 54 1 0.0% 266 +27 100.0% Q4 2025 Feb 06, 2026
Kilter Group LLC History Reduced 61 1 0.0% 0.0% 270 -20 -24.69% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History No change 46 1 0.0% 0.0% 268 0 0.0% Q4 2025 Jan 16, 2026
Root Financial Partners, LLC History No change 42 1 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 10, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.07% -2,197,274 -100.0% Q3 2025 Nov 13, 2025
Caption Management, LLC History Closed out 0 0 0.19% -824,174 -100.0% Q3 2025 Nov 14, 2025
CASTLEARK MANAGEMENT LLC History Closed out 0 0 0.11% -133,508 -100.0% Q3 2025 Nov 17, 2025
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.05% -115,830 -100.0% Q3 2025 Nov 14, 2025
ROYCE & ASSOCIATES LP History Closed out 0 0 0.03% -102,230 -100.0% Q3 2025 Nov 12, 2025
Jain Global LLC History Closed out 0 0 0.01% -89,935 -100.0% Q3 2025 Nov 14, 2025
Paloma Partners Management Co History Closed out 0 0 0.36% -75,000 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.06% -71,708 -100.0% Q3 2025 Nov 12, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.19% -53,934 -100.0% Q3 2025 Nov 14, 2025
ECOFI INVESTISSEMENTS SA History Closed out 0 0 1.44% -41,200 -100.0% Q3 2025 Nov 14, 2025
AXQ CAPITAL, LP History Closed out 0 0 0.43% -38,656 -100.0% Q3 2025 Nov 10, 2025
LMR Partners LLP History Closed out 0 0 0.0% -32,000 -100.0% Q3 2025 Nov 14, 2025
Magnetar Financial LLC History Closed out 0 0 0.01% -31,907 -100.0% Q3 2025 Nov 13, 2025
Verition Fund Management LLC History Closed out 0 0 0.0% -29,024 -100.0% Q3 2025 Nov 14, 2025
Lisanti Capital Growth, LLC History Closed out 0 0 0.2% -27,940 -100.0% Q3 2025 Nov 04, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.31% -22,778 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.05% -22,728 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.01% -20,222 -100.0% Q3 2025 Oct 31, 2025
Quantessence Capital LLC History Closed out 0 0 0.18% -19,463 -100.0% Q3 2025 Nov 14, 2025
Voleon Capital Management LP History Closed out 0 0 0.01% -14,099 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -11,822 -100.0% Q3 2025 Nov 14, 2025
Bayforest Capital Ltd History Closed out 0 0 0.16% -11,808 -100.0% Q3 2025 Oct 24, 2025
WORLDQUANT MILLENNIUM ADVISORS LLC History Closed out 0 0 0.0% -11,407 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -10,393 -100.0% Q3 2025 Nov 14, 2025
Diversified Trust Co History Closed out 0 0 0.01% -10,107 -100.0% Q3 2025 Oct 20, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.04% -9,263 -100.0% Q3 2025 Nov 14, 2025
Semanteon Capital Management, LP History Closed out 0 0 0.31% -8,504 -100.0% Q3 2025 Nov 10, 2025
SHERMAN PORFOLIOS, LLC History Closed out 0 0 0.08% -7,698 -100.0% Q3 2025 Dec 22, 2025
JOHNSON INVESTMENT COUNSEL INC History Closed out 0 0 0.0% -7,659 -100.0% Q3 2025 Nov 06, 2025
CENTAURUS FINANCIAL, INC. History Closed out 0 0 0.01% -5,516 -100.0% Q3 2025 Nov 20, 2025
Quarry LP History Closed out 0 0 0.01% -975 -100.0% Q3 2025 Nov 14, 2025
Caitong International Asset Management Co., Ltd History Reduced 36 0 0.02% -744 -95.38% Q4 2025 Mar 03, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.01% -595 -100.0% Q3 2025 Dec 15, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.01% -513 -100.0% Q3 2025 Nov 03, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -424 -100.0% Q3 2025 Oct 08, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -380 -100.0% Q3 2025 Nov 18, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -290 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -220 -100.0% Q3 2025 Nov 10, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -207 -100.0% Q3 2025 Nov 12, 2025
LGT Financial Advisors LLC History Closed out 0 0 0.01% -157 -100.0% Q3 2025 Nov 17, 2025
Versant Capital Management, Inc History Reduced 7 0 0.0% -140 -95.24% Q4 2025 Jan 08, 2026
HARBOUR INVESTMENTS, INC. History Closed out 0 0 0.0% -131 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -125 -100.0% Q3 2025 Oct 21, 2025
True Wealth Design, LLC History Closed out 0 0 0.0% -111 -100.0% Q3 2025 Oct 21, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -104 -100.0% Q3 2025 Nov 12, 2025
Keating Financial Advisory Services, Inc. History New 37 0 +37 New Q4 2025 Feb 09, 2026
Golden State Wealth Management, LLC History New 36 0 +36 New Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Reduced 6 0 0.0% -32 -84.21% Q4 2025 Feb 06, 2026
Copia Wealth Management History New 27 0 +27 New Q4 2025 Feb 06, 2026
Heartwood Wealth Advisors LLC History Closed out 0 0 -27 -100.0% Q3 2025 Oct 06, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 26 0 +26 New Q4 2025 Feb 10, 2026
Rossby Financial, LCC History New 23 0 +23 New Q4 2025 Feb 12, 2026
Bare Financial Services, Inc History Closed out 0 0 -23 -100.0% Q3 2025 Nov 12, 2025
Clearstead Trust, LLC History Closed out 0 0 -20 -100.0% Q3 2025 Nov 10, 2025
OPTIMA CAPITAL LLC History New 19 0 +19 New Q4 2025 Jan 23, 2026
Avion Wealth History Reduced 17 0 -17 -50.0% Q4 2025 Jan 23, 2026
SHP Wealth Management History New 12 0 +12 New Q4 2025 Mar 04, 2026
Principia Wealth Advisory, LLC History New 9 0 +9 New Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History New 6 0 +6 New Q4 2025 Feb 13, 2026
GPS Wealth Strategies Group, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Nov 03, 2025
EASTERN BANK History New 3 0 +3 New Q4 2025 Jan 14, 2026
Cornerstone Planning Group LLC History Added to 15 0 +3 25.0% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 3 0 +3 New Q4 2025 Jan 29, 2026
Wealth Enhancement Trust Services, Inc. History New 2 0 +2 New Q4 2025 Jan 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5 0 0 0.0% Q4 2025 Feb 06, 2026
Atlantic Union Bankshares Corp History No change 5 0 0 0.0% Q4 2025 Feb 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 9 0 0 0.0% Q4 2025 Feb 13, 2026
IMA Advisory Services, Inc. History No change 8 0 0 0.0% Q4 2025 Feb 11, 2026
MV CAPITAL MANAGEMENT, INC. History No change 14 0 0 0.0% Q4 2025 Feb 23, 2026
Bogart Wealth, LLC History No change 23 0 0 0.0% Q4 2025 Jan 30, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
Cromwell Holdings LLC History No change 19 0 0 0.0% Q4 2025 Jan 20, 2026
Fortitude Family Office, LLC History No change 35 0 0.0% 0 0.0% Q4 2025 Jan 15, 2026