Alight, Inc. / Delaware - ALIT

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
VANGUARD GROUP INC History Added to 43,783,776 85,378 0.0% 0.0% 1 +1,205,027 2.83% Q4 2025 Jan 29, 2026
Cannae Holdings, Inc. History No change 40,477,062 78,930 98.26% 69.69% 2 0 0.0% Q4 2025 Jan 06, 2026
BlackRock, Inc. History Added to 35,950,471 70,103 0.0% 0.0% 3 +2,449,603 7.31% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 24,789,714 48,339 0.01% 0.01% 4 +11,547,100 87.2% Q4 2025 Mar 25, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 23,686,139 46,188 0.01% 0.02% 5 -2,251,185 -8.68% Q4 2025 Feb 12, 2026
Fidelity National Financial, Inc. History No change 22,300,000 43,485 1.32% 1.9% 6 0 0.0% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 15,224,385 29,687 0.0% 0.0% 7 +13,839,072 998.99% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 13,031,154 25,410 0.01% 0.01% 8 +6,066,969 87.12% Q4 2025 Feb 17, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History New 12,667,098 24,700 3.84% 9 +12,667,098 New Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 12,486,549 24,348 0.01% 0.0% 10 +12,433,315 23355.97% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 12,228,119 23,844 0.0% 0.0% 11 +361,827 3.05% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 11,488,004 22,401 0.0% 0.01% 12 -2,421,400 -17.41% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 11,000,239 21,450 0.0% 0.0% 13 +7,957,505 261.52% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 10,775,888 21,017 0.0% 0.0% 14 +955,485 9.73% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 9,866,629 19,239 0.0% 0.0% 15 +6,674,732 209.11% Q4 2025 Feb 13, 2026
BW Gestao de Investimentos Ltda. History Reduced 9,040,203 17,628 0.4% 1.43% 16 -1,010,677 -10.06% Q4 2025 Feb 10, 2026
River Road Asset Management, LLC History Reduced 8,598,252 16,766 0.18% 0.33% 17 -463,477 -5.11% Q4 2025 Feb 24, 2026
Neuberger Berman Group LLC History Added to 8,313,253 16,214 0.01% 0.02% 18 +1,062,542 14.65% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 8,144,649 15,882 0.0% 0.0% 19 +1,878,670 29.98% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 7,094,613 13,834 0.0% 0.0% 20 +5,676,568 400.31% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 6,164,651 12,021 0.01% 0.01% 21 +3,691,436 149.26% Q4 2025 Feb 13, 2026
Alyeska Investment Group, L.P. History No change 5,718,612 11,151 0.03% 0.06% 22 0 0.0% Q4 2025 Feb 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 5,177,007 10,095 0.17% 0.17% 23 +1,895,403 57.76% Q4 2025 Feb 10, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 5,153,708 10,049 0.01% 0.01% 24 -2,032,517 -28.28% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 4,501,932 8,778 0.01% 0.01% 25 +2,416,613 115.89% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History New 4,339,738 8,462 0.02% 26 +4,339,738 New Q4 2025 Feb 24, 2026
DEUTSCHE BANK AG\ History Added to 4,333,664 8,450 0.0% 0.0% 27 +3,613,771 501.99% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History Added to 4,272,588 8,331 0.03% 0.01% 28 +3,511,492 461.37% Q4 2025 Feb 12, 2026
Tensile Capital Management LP History Reduced 3,760,472 7,333 0.95% 2.83% 29 -3,188,422 -45.88% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 3,695,222 7,205 0.0% 0.0% 30 -371,693 -9.14% Q4 2025 Feb 17, 2026
Caption Management, LLC History Added to 3,551,400 6,925 0.05% 0.03% 31 +2,276,400 178.54% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 3,192,397 6,225 0.13% 0.22% 32 +53,772 1.71% Q4 2025 Feb 17, 2026
Stanley Capital Management, LLC History No change 3,130,835 6,105 1.02% 1.68% 33 0 0.0% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 3,067,613 5,981 0.0% 0.0% 34 +274,666 9.83% Q4 2025 Feb 17, 2026
Aristotle Capital Boston, LLC History Reduced 2,905,248 5,665 0.31% 0.53% 35 -255,909 -8.1% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 2,871,447 5,599 0.0% 0.0% 36 +1,884,676 190.99% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,799,769 5,459 0.0% 0.0% 37 -699,028 -19.98% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History No change 2,580,000 5,031 0.03% 0.06% 38 0 0.0% Q4 2025 Feb 19, 2026
CANTOR FITZGERALD, L. P. History Added to 2,498,990 4,873 0.07% 0.0% 39 +2,418,990 3023.74% Q4 2025 Feb 17, 2026
Anson Funds Management LP History New 2,450,000 4,777 0.45% 40 +2,450,000 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History New 2,233,776 4,355 0.01% 41 +2,233,776 New Q4 2025 Feb 17, 2026
Invenomic Capital Management LP History Added to 2,140,748 4,174 0.19% 0.3% 42 +235,655 12.37% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History New 2,119,456 4,132 0.05% 43 +2,119,456 New Q4 2025 Feb 17, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 2,040,000 3,978 0.06% 0.12% 44 -680,000 -25.0% Q4 2025 Feb 17, 2026
Empowered Funds, LLC History Added to 2,016,544 3,932 0.07% 0.06% 45 +123,610 6.53% Q4 2025 Feb 18, 2026
PRUDENTIAL FINANCIAL INC History Added to 1,843,795 3,595 0.0% 0.01% 46 +549,670 42.47% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,839,287 3,586 0.0% 0.0% 47 +1,102,917 149.78% Q4 2025 Feb 13, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History Added to 1,767,663 3,446 1.01% 1.35% 48 +352,838 24.94% Q4 2025 Jan 13, 2026
Ruffer LLP History New 1,710,398 3,338 0.15% 49 +1,710,398 New Q4 2025 Jan 28, 2026
MARSHALL WACE, LLP History Added to 1,697,726 3,310 0.0% 0.0% 50 +1,536,692 954.27% Q4 2025 Feb 13, 2026
Bridgewater Associates, LP History Added to 1,682,954 3,281 0.01% 0.0% 51 +1,486,069 754.79% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 1,594,835 3,109 0.0% 0.0% 52 +1,395,479 699.99% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,582,256 3,085 0.0% 0.0% 53 -31,866 -1.97% Q4 2025 Feb 13, 2026
Walleye Capital LLC History New 1,550,517 3,023 0.01% 54 +1,550,517 New Q4 2025 Feb 13, 2026
Centiva Capital, LP History New 1,476,718 2,879 0.02% 55 +1,476,718 New Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 1,410,253 2,749 0.0% 0.0% 56 -4,931,516 -77.76% Q4 2025 Jan 29, 2026
ALGERT GLOBAL LLC History Added to 1,387,590 2,706 0.04% 0.03% 57 +773,600 126.0% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 1,380,216 2,691 0.0% 0.0% 58 -1,282,064 -48.16% Q4 2025 Feb 10, 2026
Tejara Capital Ltd History Added to 1,367,529 2,666 0.63% 0.75% 59 +924,200 208.47% Q4 2025 Feb 05, 2026
TWO SIGMA ADVISERS, LP History Added to 1,341,000 2,614 0.01% 0.0% 60 +1,319,700 6195.77% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 1,304,515 2,543 0.07% 0.05% 61 +1,003,884 333.93% Q4 2025 Feb 17, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 1,090,940 2,127 0.14% 62 +1,090,940 New Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 1,071,206 2,088 0.07% 0.02% 63 +884,401 473.44% Q4 2025 Feb 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 1,053,126 2,053 0.0% 64 +1,053,126 New Q4 2025 Feb 13, 2026
Shay Capital LLC History Added to 1,042,300 2,032 0.21% 0.07% 65 +782,300 300.88% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 1,002,071 1,954 0.01% 66 +1,002,071 New Q4 2025 Feb 05, 2026
CONTINENTAL ADVISORS LLC History New 937,727 1,828 0.77% 67 +937,727 New Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 911,124 1,776 0.0% 68 +911,124 New Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 898,665 1,752 0.0% 0.01% 69 +205,971 29.73% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Reduced 860,227 1,677 0.0% 0.0% 70 -170,654 -16.55% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 834,200 1,626 0.0% 0.0% 71 +20,000 2.46% Q4 2025 Feb 12, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Added to 808,031 1,575 0.14% 0.23% 72 +20,906 2.66% Q4 2025 Jan 30, 2026
Quadrature Capital Ltd History Added to 757,408 1,476 0.02% 0.01% 73 +620,549 453.42% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 718,204 1,400 0.0% 0.0% 74 +44,010 6.53% Q4 2025 Feb 13, 2026
Nuveen, LLC History No change 697,316 1,359 0.0% 0.0% 75 0 0.0% Q4 2025 Feb 12, 2026
GSA CAPITAL PARTNERS LLP History Added to 670,801 1,308 0.11% 0.02% 76 +592,941 761.55% Q4 2025 Feb 06, 2026
Alpine Global Management, LLC History Reduced 591,369 1,153 0.25% 0.46% 77 -98,850 -14.32% Q4 2025 Feb 26, 2026
Invesco Ltd. History Added to 584,213 1,139 0.0% 0.0% 78 +98,310 20.23% Q4 2025 Feb 19, 2026
RHUMBLINE ADVISERS History Reduced 561,319 1,094 0.0% 0.0% 79 -91,272 -13.99% Q4 2025 Feb 13, 2026
Atom Investors LP History Added to 560,542 1,093 0.09% 0.04% 80 +400,125 249.43% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 550,013 1,072 0.0% 0.0% 81 +84,619 18.18% Q4 2025 Feb 11, 2026
Schonfeld Strategic Advisors LLC History Added to 542,811 1,058 0.0% 0.0% 82 +522,582 2583.33% Q4 2025 Feb 17, 2026
Alta Fundamental Advisers LLC History No change 530,366 1,034 0.47% 0.74% 83 0 0.0% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 501,061 977 0.0% 0.0% 84 +145,845 41.06% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 444,644 867 0.0% 0.0% 85 +74,839 20.24% Q4 2025 Jan 28, 2026
Graham Capital Management, L.P. History Added to 441,704 861 0.02% 0.01% 86 +265,918 151.27% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 426,385 831 0.0% 0.0% 87 -4,990 -1.16% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 424,893 828 0.0% 0.0% 88 -381 -0.09% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 408,275 796 0.0% 0.0% 89 -110,395 -21.28% Q4 2025 Feb 18, 2026
Caitong International Asset Management Co., Ltd History Added to 398,212 776 0.19% 0.0% 90 +396,890 30021.94% Q4 2025 Mar 03, 2026
Creative Planning History Added to 383,680 748 0.0% 0.0% 91 +208,329 118.81% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 369,612 720 0.01% 0.0% 92 +330,157 836.79% Q4 2025 Feb 17, 2026
Ionic Capital Management LLC History Reduced 367,752 717 0.09% 0.19% 93 -200,000 -35.23% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 358,101 699 0.0% 0.0% 94 -4,350 -1.2% Q4 2025 Feb 17, 2026
Cruiser Capital Advisors, LLC History Added to 334,118 651 0.55% 0.36% 95 +222,912 200.45% Q4 2025 Feb 12, 2026
Headlands Technologies LLC History New 332,161 647 0.05% 96 +332,161 New Q4 2025 Feb 13, 2026
Jain Global LLC History New 324,450 632 0.0% 97 +324,450 New Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 312,868 610 0.0% 0.0% 98 +202,699 183.99% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 301,761 588 0.01% 0.02% 99 -286,401 -48.69% Q4 2025 Feb 05, 2026
Palogic Value Management, L.P. History Reduced 300,000 585 0.24% 0.77% 102 -289,000 -49.07% Q4 2025 Feb 17, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Added to 300,000 585 0.04% 0.03% 101 +150,000 100.0% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History No change 300,000 585 0.0% 4.54% 100 0 0.0% Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 285,500 556 0.0% 0.01% 103 -174,700 -37.96% Q4 2025 Feb 04, 2026
COMERICA BANK History Reduced 278,581 543 0.0% 0.0% 104 -14,929 -5.09% Q4 2025 Jan 29, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 274,830 535 0.0% 0.0% 105 -164,088 -37.38% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 264,791 516 0.0% 0.0% 106 +116,419 78.46% Q4 2025 Feb 11, 2026
Vinva Investment Management Ltd History Added to 172,072 505 0.01% 0.02% 107 +595 0.35% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 255,271 497 0.0% 0.01% 108 0 0.0% Q4 2025 Feb 10, 2026
MetLife Investment Management, LLC History Reduced 242,254 472 0.0% 0.0% 109 -9,275 -3.69% Q4 2025 Feb 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 237,338 462 0.03% 0.05% 110 +53,968 29.43% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 235,637 459 0.0% 0.0% 111 +149,853 174.69% Q4 2025 Feb 11, 2026
Pacific Ridge Capital Partners, LLC History New 226,203 441 0.1% 112 +226,203 New Q4 2025 Feb 04, 2026
Brevan Howard Capital Management LP History Reduced 219,997 428 0.0% 0.01% 113 -639,584 -74.41% Q4 2025 Feb 17, 2026
IRIDIAN ASSET MANAGEMENT LLC/CT History New 218,252 425 0.16% 114 +218,252 New Q4 2025 Jan 23, 2026
EntryPoint Capital, LLC History Added to 212,339 414 0.16% 0.06% 115 +166,622 364.46% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 210,072 409 0.0% 0.0% 116 +101,027 92.65% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 209,705 408 0.0% 117 +209,705 New Q4 2025 Feb 13, 2026
Polymer Capital Management (US) LLC History Added to 205,001 399 0.04% 0.01% 118 +181,656 778.14% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 200,296 390 0.0% 0.0% 119 -126 -0.06% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 191,876 374 0.0% 120 +191,876 New Q4 2025 Feb 05, 2026
JANUS HENDERSON GROUP PLC History Reduced 183,200 356 0.0% 0.02% 121 -10,978,214 -98.36% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 179,367 350 0.0% 0.0% 122 +15,649 9.56% Q4 2025 Feb 06, 2026
KLP KAPITALFORVALTNING AS History Added to 179,300 349 0.0% 0.0% 123 +10,300 6.09% Q4 2025 Jan 28, 2026
AXQ CAPITAL, LP History New 162,969 317 0.07% 124 +162,969 New Q4 2025 Feb 10, 2026
CITIGROUP INC History Added to 160,354 312 0.0% 0.0% 125 +128,525 403.8% Q4 2025 Feb 13, 2026
Argos Wealth Advisors, LLC History New 152,787 297 0.08% 126 +152,787 New Q4 2025 Feb 04, 2026
ROYAL BANK OF CANADA History New 150,413 294 0.0% 127 +150,413 New Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History No change 150,000 292 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History Added to 149,105 291 0.07% 0.05% 129 +52,555 54.43% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 140,900 274 0.0% 130 +140,900 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 136,198 266 0.0% 0.01% 131 -341,844 -71.51% Q4 2025 Jan 09, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 135,508 264 0.0% 0.0% 132 0 0.0% Q4 2025 Jan 27, 2026
WINTON GROUP Ltd History New 126,500 246 0.01% 133 +126,500 New Q4 2025 Feb 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 124,296 242 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Reduced 122,117 239 0.0% 0.0% 135 -59,125 -32.62% Q4 2025 Mar 20, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History Reduced 119,991 233 0.03% 0.16% 136 -186,050 -60.79% Q4 2025 Feb 05, 2026
Police & Firemen's Retirement System of New Jersey History No change 119,241 232 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 118,426 230 0.0% 0.0% 138 -6,529 -5.23% Q4 2025 Jan 28, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 115,072 224 0.0% 0.0% 139 -23,501 -16.96% Q4 2025 Jan 30, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 113,690 221 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 12, 2026
Permanent Capital Management, LP History Reduced 110,000 214 0.04% 0.16% 142 -150,000 -57.69% Q4 2025 Jan 07, 2026
CREDIT AGRICOLE S A History New 110,000 214 0.0% 141 +110,000 New Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 105,304 205 0.0% 143 +105,304 New Q4 2025 Feb 13, 2026
CWM, LLC History Added to 103,777 202 0.0% 0.0% 144 +75,434 266.15% Q4 2025 Jan 26, 2026
Kestra Investment Management, LLC History Added to 102,159 199 0.0% 0.01% 145 +40,683 66.18% Q4 2025 Feb 09, 2026
Aquatic Capital Management LLC History New 101,934 198 0.01% 146 +101,934 New Q4 2025 Feb 17, 2026
RBF Capital, LLC History No change 100,000 195 0.01% 0.01% 147 0 0.0% Q4 2025 Feb 17, 2026
Aristides Capital LLC History New 95,600 186 0.03% 148 +95,600 New Q4 2025 Feb 26, 2026
Lighthouse Investment Partners, LLC History New 94,200 183 0.01% 150 +94,200 New Q4 2025 Feb 17, 2026
Global Endowment Management, LP History Added to 93,980 183 0.02% 0.03% 149 +19,946 26.94% Q4 2025 Feb 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 90,000 175 0.0% 151 +90,000 New Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 84,885 165 0.0% 0.0% 152 +32,988 63.56% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Reduced 82,723 161 0.0% 0.01% 153 -875 -1.05% Q4 2025 Feb 12, 2026
Cambria Investment Management, L.P. History New 80,115 156 0.01% 154 +80,115 New Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 78,844 153 0.0% 0.0% 155 +5,079 6.89% Q4 2025 Feb 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 77,733 151 0.0% 0.0% 156 0 0.0% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 77,431 150 0.0% 0.0% 157 +19,583 33.85% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 77,837 147 0.0% 0.0% 158 +51,092 191.03% Q4 2025 Jan 08, 2026
Vanguard Personalized Indexing Management, LLC History Added to 75,529 147 0.0% 0.0% 159 +50,494 201.69% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History New 75,148 146 0.0% 160 +75,148 New Q4 2025 Feb 06, 2026
FIFTH LANE CAPITAL, LP History New 75,000 146 0.11% 161 +75,000 New Q4 2025 Feb 13, 2026
CastleKnight Management LP History Reduced 74,400 145 0.0% 0.01% 162 -95,000 -56.08% Q4 2025 Feb 17, 2026
ALTFEST L J & CO INC History Added to 72,042 140 0.02% 0.01% 163 +39,105 118.73% Q4 2025 Jan 23, 2026
Pictet Asset Management Holding SA History No change 70,439 137 0.0% 0.0% 164 0 0.0% Q4 2025 Jan 29, 2026
Steadtrust LLC History No change 70,000 136 0.08% 0.15% 165 0 0.0% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History New 67,932 132 0.0% 166 +67,932 New Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Reduced 63,167 123 0.0% 0.0% 167 -1,450 -2.24% Q4 2025 Jan 26, 2026
BTG Pactual Asset Management US LLC History Added to 60,226 117 0.01% 0.0% 168 +40,086 199.04% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 58,625 114 0.0% 0.0% 169 +21,552 58.13% Q4 2025 Mar 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 55,249 107 0.0% 0.0% 170 -8,535 -13.38% Q4 2025 Feb 06, 2026
ExodusPoint Capital Management, LP History New 54,722 106 0.0% 171 +54,722 New Q4 2025 Feb 17, 2026
FMR LLC History Added to 53,363 104 0.0% 0.0% 172 +30,230 130.68% Q4 2025 Feb 17, 2026
POWER WEALTH MANAGEMENT LLC History Added to 53,089 103 0.04% 0.03% 173 +26,885 102.6% Q4 2025 Feb 17, 2026
Man Group plc History New 51,829 101 0.0% 174 +51,829 New Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 50,811 99 0.0% 0.0% 175 +3,389 7.15% Q4 2025 Feb 05, 2026
Gallagher Fiduciary Advisors, LLC History Added to 50,366 98 0.0% 0.01% 176 +3,119 6.6% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 49,703 96 0.0% 0.0% 177 +31,289 169.92% Q4 2025 Jan 30, 2026
Y-Intercept (Hong Kong) Ltd History New 49,146 95 0.0% 178 +49,146 New Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 47,270 92 0.0% 0.0% 179 +3,568 8.16% Q4 2025 Feb 11, 2026
EP Wealth Advisors, LLC History New 46,343 90 0.0% 180 +46,343 New Q4 2025 Feb 18, 2026
Russell Investments Group, Ltd. History Added to 45,518 88 0.0% 0.0% 181 +5,991 15.16% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 43,807 85 0.0% 0.0% 182 -36,949 -45.75% Q4 2025 Feb 10, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 41,196 80 0.0% 0.0% 183 0 0.0% Q4 2025 Feb 13, 2026
Covestor Ltd History Added to 40,202 78 0.04% 0.06% 184 +7,108 21.48% Q4 2025 Feb 06, 2026
DekaBank Deutsche Girozentrale History No change 7,318 73 0.0% 0.0% 185 0 0.0% Q4 2025 Jan 28, 2026
DAVENPORT & Co LLC History Reduced 37,216 72 0.0% 0.0% 186 -3,808 -9.28% Q4 2025 Jan 12, 2026
Ameritas Investment Partners, Inc. History No change 36,041 70 0.0% 0.0% 187 0 0.0% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History New 34,545 67 0.0% 188 +34,545 New Q4 2025 Feb 12, 2026
Gotham Asset Management, LLC History Reduced 33,968 66 0.0% 0.0% 190 -195,198 -85.18% Q4 2025 Feb 17, 2026
XPONANCE LLC History Reduced 34,273 66 0.0% 0.0% 191 -399 -1.15% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History No change 34,014 66 0.0% 0.0% 189 0 0.0% Q4 2025 Jan 23, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 31,309 61 0.0% 0.0% 192 +20,715 195.54% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History New 30,337 59 0.0% 193 +30,337 New Q4 2025 Feb 11, 2026
ArrowMark Colorado Holdings LLC History Reduced 29,900 58 0.0% 0.48% 194 -7,897,936 -99.62% Q4 2025 Feb 17, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Reduced 30,050 58 0.03% 0.26% 195 -107,750 -78.19% Q4 2025 Jan 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 28,990 56 0.0% 0.0% 196 +18,211 168.95% Q4 2025 Jan 27, 2026
CIBC WORLD MARKETS CORP History New 28,540 55 0.0% 197 +28,540 New Q4 2025 Feb 12, 2026
Aaron Wealth Advisors LLC History New 27,632 53 0.0% 200 +27,632 New Q4 2025 Jan 21, 2026
Ballentine Partners, LLC History New 27,544 53 0.0% 199 +27,544 New Q4 2025 Feb 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 27,369 53 0.0% 0.0% 198 +13,988 104.54% Q4 2025 Feb 18, 2026
Allspring Global Investments Holdings, LLC History Reduced 27,860 52 0.0% 0.01% 202 -2,474,295 -98.89% Q4 2025 Jan 15, 2026
DGS Capital Management, LLC History New 27,017 52 0.01% 203 +27,017 New Q4 2025 Feb 24, 2026
MACKENZIE FINANCIAL CORP History No change 26,472 52 0.0% 0.0% 201 0 0.0% Q4 2025 Feb 18, 2026
HB Wealth Management, LLC History Added to 26,605 51 0.0% 0.0% 204 +6,817 34.45% Q4 2025 Jan 28, 2026
One68 Global Capital, LLC History Added to 25,000 49 0.58% 1.05% 206 +5,000 25.0% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 25,454 49 0.0% 0.0% 205 -4,417 -14.79% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 24,822 48 0.0% 0.0% 207 -92,318 -78.81% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History New 24,400 47 0.0% 208 +24,400 New Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History New 23,852 46 0.0% 209 +23,852 New Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Reduced 22,850 45 0.0% 0.01% 211 -28,325 -55.35% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History New 23,466 45 0.0% 210 +23,466 New Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 22,766 44 0.0% 214 +22,766 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History New 22,683 44 0.0% 212 +22,683 New Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 22,964 44 0.0% 0.0% 213 +20,835 978.63% Q4 2025 Jan 20, 2026
Sequoia Financial Advisors, LLC History New 22,472 43 0.0% 216 +22,472 New Q4 2025 Feb 03, 2026
Focus Partners Wealth History New 22,423 43 0.0% 215 +22,423 New Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History New 21,450 41 0.0% 218 +21,450 New Q4 2025 Feb 11, 2026
QUADRANT CAPITAL GROUP LLC History Added to 21,063 41 0.0% 0.0% 217 +19,073 958.44% Q4 2025 Feb 13, 2026
Amundi History New 20,540 40 0.0% 219 +20,540 New Q4 2025 Feb 17, 2026
Greenwich Wealth Management LLC History Added to 19,313 38 0.0% 0.0% 220 +3,345 20.95% Q4 2025 Feb 10, 2026
Crescent Grove Advisors, LLC History No change 19,800 38 0.0% 0.01% 221 0 0.0% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 19,028 37 0.0% 222 +19,028 New Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Added to 19,021 37 0.0% 0.0% 223 +5,222 37.84% Q4 2025 Feb 11, 2026
Swiss Life Asset Management Ltd History New 18,868 36 0.0% 225 +18,868 New Q4 2025 Feb 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 18,521 36 0.0% 0.0% 224 -11,298 -37.89% Q4 2025 Feb 02, 2026
LPL Financial LLC History Reduced 18,163 35 0.0% 0.0% 226 -13,153 -42.0% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Added to 17,733 34 0.0% 0.0% 227 +2,640 17.49% Q4 2025 Jan 26, 2026
INNEALTA CAPITAL, LLC History No change 17,439 34 0.02% 0.03% 228 0 0.0% Q4 2025 Jan 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 17,399 33 0.0% 0.0% 229 +5,475 45.92% Q4 2025 Feb 17, 2026
KBC Group NV History No change 16,914 33 0.0% 0.0% 230 0 0.0% Q4 2025 Jan 26, 2026
Krilogy Financial LLC History New 20,744 31 0.0% 231 +20,744 New Q4 2025 Jan 27, 2026
Pallas Capital Advisors LLC History New 15,856 30 0.0% 233 +15,856 New Q4 2025 Jan 14, 2026
CIBC Asset Management Inc History No change 15,619 30 0.0% 0.0% 232 0 0.0% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 14,920 29 0.0% 234 +14,920 New Q4 2025 Feb 05, 2026
SHERBROOKE PARK ADVISERS LLC History Reduced 13,857 27 0.07% 0.09% 238 -43,659 -75.91% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 14,019 27 0.0% 0.0% 235 -41,336 -74.67% Q4 2025 Jan 28, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 16,269 27 0.0% 0.0% 236 +3,763 30.09% Q4 2025 Feb 13, 2026
Ethic Inc. History Reduced 13,876 27 0.0% 0.0% 237 -397 -2.78% Q4 2025 Feb 03, 2026
Verition Fund Management LLC History Reduced 13,700 26 0.0% 0.0% 240 -24,963 -64.57% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 13,553 26 0.0% 0.0% 239 -981 -6.75% Q4 2025 Feb 05, 2026
Moss Adams Wealth Advisors LLC History New 13,170 25 0.0% 243 +13,170 New Q4 2025 Jan 26, 2026
RENAISSANCE TECHNOLOGIES LLC History New 13,100 25 0.0% 241 +13,100 New Q4 2025 Feb 12, 2026
TradeLink Capital LLC History New 13,100 25 0.2% 242 +13,100 New Q4 2025 Feb 04, 2026
Savvy Advisors, Inc. History New 12,548 24 0.0% 245 +12,548 New Q4 2025 Jan 20, 2026
R Squared Ltd History New 12,456 24 0.01% 244 +12,456 New Q4 2025 Jan 30, 2026
Dorsey & Whitney Trust CO LLC History New 12,208 23 0.0% 246 +12,208 New Q4 2025 Feb 11, 2026
Blueshift Asset Management, LLC History Reduced 11,420 22 0.01% 0.01% 248 -1,391 -10.86% Q4 2025 Feb 13, 2026
GUARDIAN CAPITAL LP History Reduced 11,594 22 0.0% 0.0% 247 -1,015 -8.05% Q4 2025 Feb 18, 2026
Tower Research Capital LLC (TRC) History Reduced 10,695 20 0.0% 0.0% 249 -2,473 -18.78% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History New 10,149 19 0.0% 250 +10,149 New Q4 2025 Feb 12, 2026
DANSKE BANK A/S History No change 9,500 18 0.0% 0.0% 251 0 0.0% Q4 2025 Feb 02, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 8,100 15 0.0% 0.0% 252 0 0.0% Q4 2025 Feb 10, 2026
BNP Paribas Asset Management Holding S.A. History Added to 6,088 12 0.0% 0.0% 253 +2,200 56.58% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 5,737 11 0.0% 0.0% 254 +1,206 26.62% Q4 2025 Mar 16, 2026
NATIONAL BANK OF CANADA /FI/ History New 5,223 10 0.0% 256 +5,223 New Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 5,301 10 0.0% 255 +5,190 4675.68% Q4 2025 Feb 09, 2026
FINANCIAL CONSULATE, INC History Added to 5,359 10 0.0% 0.0% 257 +1,201 28.88% Q4 2025 Jan 22, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 4,784 9 0.0% 0.01% 258 -498,603 -99.05% Q4 2025 Feb 11, 2026
STRS OHIO History No change 4,200 8 0.0% 0.0% 259 0 0.0% Q4 2025 Feb 02, 2026
Global Retirement Partners, LLC History New 3,869 7 0.0% 261 +3,869 New Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 3,833 7 0.0% 0.0% 260 +2,678 231.86% Q4 2025 Feb 06, 2026
AlphaQuest LLC History No change 3,473 6 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History Added to 2,915 5 0.0% 265 +2,828 3250.57% Q4 2025 Feb 11, 2026
MAI Capital Management History Added to 2,681 5 0.0% 263 +2,529 1663.82% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 3,023 5 0.0% 0.0% 264 -1,976 -39.53% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 2,240 4 0.0% 0.0% 266 +1,468 190.16% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Reduced 2,122 4 0.0% 0.0% 267 -1,090 -33.94% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 1,777 3 0.0% 0.0% 269 +831 87.84% Q4 2025 Jan 23, 2026
US BANCORP \DE\ History Reduced 1,616 3 0.0% 0.0% 268 -194 -10.72% Q4 2025 Jan 30, 2026
Avion Wealth History New 1,320 2 0.0% 271 +1,320 New Q4 2025 Jan 23, 2026
MassMutual Private Wealth & Trust, FSB History New 1,047 2 0.0% 270 +1,047 New Q4 2025 Jan 07, 2026
SBI Securities Co., Ltd. History Added to 1,217 2 0.0% 272 +1,000 460.83% Q4 2025 Feb 03, 2026
FNY Investment Advisers, LLC History Reduced 1,004 1 0.0% 0.02% 273 -13,641 -93.14% Q4 2025 Jan 16, 2026
Kilter Group LLC History New 851 1 0.0% 275 +851 New Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 585 1 0.0% 0.0% 274 +66 12.72% Q4 2025 Jan 05, 2026
Starboard Value LP History Closed out 0 0 2.81% -45,865,899 -100.0% Q3 2025 Nov 14, 2025
GLENVIEW CAPITAL MANAGEMENT, LLC History Closed out 0 0 1.48% -20,377,772 -100.0% Q3 2025 Nov 14, 2025
COOPER CREEK PARTNERS MANAGEMENT LLC History Closed out 0 0 1.92% -19,168,119 -100.0% Q3 2025 Nov 14, 2025
Rubric Capital Management LP History Closed out 0 0 0.42% -11,398,583 -100.0% Q3 2025 Nov 14, 2025
Empyrean Capital Partners, LP History Closed out 0 0 0.65% -4,930,000 -100.0% Q3 2025 Nov 14, 2025
Clearline Capital LP History Closed out 0 0 0.7% -4,711,217 -100.0% Q3 2025 Nov 14, 2025
Bayberry Capital Partners LP History Closed out 0 0 1.88% -2,420,000 -100.0% Q3 2025 Nov 14, 2025
LOOMIS SAYLES & CO L P History Closed out 0 0 0.01% -2,235,805 -100.0% Q3 2025 Nov 13, 2025
LITTLEJOHN & CO LLC History Closed out 0 0 2.43% -1,475,859 -100.0% Q3 2025 Nov 12, 2025
Philosophy Capital Management LLC History Closed out 0 0 0.11% -858,968 -100.0% Q3 2025 Nov 14, 2025
KIRR MARBACH & CO LLC /IN/ History Closed out 0 0 0.45% -769,672 -100.0% Q3 2025 Oct 14, 2025
Robertson Opportunity Capital, LLC History Closed out 0 0 0.62% -555,000 -100.0% Q3 2025 Nov 14, 2025
Bullseye Asset Management LLC History Closed out 0 0 0.95% -554,597 -100.0% Q3 2025 Nov 13, 2025
WEDGE CAPITAL MANAGEMENT L L P/NC History Closed out 0 0 0.03% -550,786 -100.0% Q3 2025 Oct 10, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.06% -462,547 -100.0% Q3 2025 Nov 17, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.1% -438,423 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 0.02% -427,241 -100.0% Q3 2025 Nov 13, 2025
FIRST TRUST ADVISORS LP History Closed out 0 0 0.0% -362,427 -100.0% Q3 2025 Nov 12, 2025
CSS LLC/IL History Closed out 0 0 0.03% -219,049 -100.0% Q3 2025 Nov 13, 2025
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 2.04% -130,764 -100.0% Q3 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Closed out 0 0 0.0% -120,882 -100.0% Q3 2025 Nov 13, 2025
PharVision Advisers, LLC History Closed out 0 0 0.16% -87,154 -100.0% Q3 2025 Nov 17, 2025
Sender Co & Partners, Inc. History Closed out 0 0 0.03% -86,351 -100.0% Q3 2025 Nov 17, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -82,853 -100.0% Q3 2025 Nov 14, 2025
Woodline Partners LP History Closed out 0 0 0.0% -62,627 -100.0% Q3 2025 Nov 14, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.02% -62,082 -100.0% Q3 2025 Oct 28, 2025
111 Capital History Closed out 0 0 0.02% -31,145 -100.0% Q3 2025 Nov 12, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.01% -26,508 -100.0% Q3 2025 Nov 14, 2025
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -26,149 -100.0% Q3 2025 Nov 13, 2025
KEYBANK NATIONAL ASSOCIATION/OH History Closed out 0 0 0.0% -25,000 -100.0% Q3 2025 Nov 04, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.04% -23,951 -100.0% Q3 2025 Nov 12, 2025
Arax Advisory Partners History Reduced 238 0 0.0% -19,462 -98.79% Q4 2025 Feb 13, 2026
Quarry LP History Closed out 0 0 0.01% -17,073 -100.0% Q3 2025 Nov 14, 2025
GTS SECURITIES LLC History Closed out 0 0 0.0% -17,004 -100.0% Q3 2025 Nov 14, 2025
PEAPACK GLADSTONE FINANCIAL CORP History Closed out 0 0 0.0% -16,871 -100.0% Q3 2025 Nov 14, 2025
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 0.0% -15,474 -100.0% Q3 2025 Nov 12, 2025
Forum Financial Management, LP History Closed out 0 0 0.0% -14,117 -100.0% Q3 2025 Oct 24, 2025
Vident Advisory, LLC History Closed out 0 0 0.0% -13,847 -100.0% Q3 2025 Nov 14, 2025
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -13,000 -100.0% Q3 2025 Oct 22, 2025
Vestmark Advisory Solutions, Inc. History Closed out 0 0 0.0% -11,383 -100.0% Q3 2025 Nov 10, 2025
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 0.0% -11,383 -100.0% Q3 2025 Nov 14, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -6,111 -100.0% Q3 2025 Nov 13, 2025
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -5,052 -100.0% Q3 2025 Oct 23, 2025
FIRST HORIZON CORP History Closed out 0 0 0.0% -2,591 -100.0% Q3 2025 Oct 27, 2025
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -2,000 -100.0% Q3 2025 Nov 12, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -1,337 -100.0% Q3 2025 Oct 08, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -1,281 -100.0% Q3 2025 Nov 12, 2025
Versant Capital Management, Inc History Added to 476 0 +420 750.0% Q4 2025 Jan 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 395 0 +320 426.67% Q4 2025 Feb 10, 2026
Financial Management Professionals, Inc. History New 300 0 +300 New Q4 2025 Jan 27, 2026
Clearstead Advisors, LLC History Closed out 0 0 -276 -100.0% Q3 2025 Nov 10, 2025
Private Wealth Management Group, LLC History New 265 0 +265 New Q4 2025 Jan 23, 2026
Manchester Capital Management LLC History New 240 0 +240 New Q4 2025 Feb 11, 2026
DV EQUITIES, LLC History New 200 0 +200 New Q4 2025 Feb 17, 2026
Fortitude Family Office, LLC History Added to 219 0 +200 1052.63% Q4 2025 Jan 15, 2026
Hughes Financial Services, LLC History Closed out 0 0 -182 -100.0% Q3 2025 Nov 14, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 -168 -100.0% Q3 2025 Nov 14, 2025
Rialto Wealth Management, LLC History Closed out 0 0 -140 -100.0% Q3 2025 Nov 07, 2025
Bare Financial Services, Inc History Closed out 0 0 -139 -100.0% Q3 2025 Nov 12, 2025
Smartleaf Asset Management LLC History Reduced 104 0 -138 -57.02% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Reduced 160 0 -119 -42.65% Q4 2025 Feb 10, 2026
West Branch Capital LLC History Closed out 0 0 -104 -100.0% Q3 2025 Oct 21, 2025
JFS WEALTH ADVISORS, LLC History Added to 93 0 +89 2225.0% Q4 2025 Jan 14, 2026
Cloud Capital Management, LLC History Closed out 0 0 -74 -100.0% Q3 2025 Nov 03, 2025
DiNuzzo Private Wealth, Inc. History Reduced 14 0 -57 -80.28% Q4 2025 Jan 16, 2026
Advisory Services Network, LLC History Closed out 0 0 -31 -100.0% Q3 2025 Nov 18, 2025
ROSS\JOHNSON & Associates LLC History New 26 0 +26 New Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 19 0 -24 -55.81% Q4 2025 Jan 23, 2026
Dunhill Financial, LLC History New 14 0 +14 New Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 13 0 +13 New Q4 2025 Feb 10, 2026
Bay Harbor Wealth Management, LLC History Reduced 3 0 -7 -70.0% Q4 2025 Feb 02, 2026
HFM Investment Advisors, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 12, 2025
Keating Financial Advisory Services, Inc. History New 4 0 +4 New Q4 2025 Feb 09, 2026
True Wealth Design, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 21, 2025
Torren Management, LLC History New 1 0 +1 New Q4 2025 Jan 30, 2026
Newbridge Financial Services Group, Inc. History No change 250 0 0 0.0% Q4 2025 Jan 21, 2026
Federation des caisses Desjardins du Quebec History No change 200 0 0 0.0% Q4 2025 Feb 12, 2026