Alarm.com Holdings, Inc. - ALRM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Reduced 9,251,293 472,000 0.01% 0.01% 1 -192,127 -2.03% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 6,286,541 320,739 0.0% 0.0% 2 +53,664 0.86% Q4 2025 Jan 29, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History Added to 3,417,517 174,361 3.34% 3.2% 3 +85,422 2.56% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 2,231,227 113,837 0.04% 0.01% 4 +1,923,525 625.13% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 2,022,220 103,173 0.0% 0.0% 5 +37,359 1.88% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 1,338,254 68,277 0.0% 0.0% 6 +11,834 0.89% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,219,732 62,239 0.0% 0.0% 7 +7,454 0.61% Q4 2025 Feb 09, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 1,154,353 58,895 1.11% 1.18% 8 -144,424 -11.12% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,105,735 56,417 0.01% 0.01% 9 +25,659 2.38% Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 895,619 45,695 0.0% 0.0% 10 +53,775 6.39% Q4 2025 Feb 17, 2026
FMR LLC History Added to 803,854 41,012 0.0% 0.0% 11 +150,558 23.05% Q4 2025 Feb 17, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 723,361 36,905 0.69% 0.73% 12 -92,079 -11.29% Q4 2025 Jan 13, 2026
NORTHERN TRUST CORP History Reduced 643,910 32,852 0.0% 0.0% 13 -57,951 -8.26% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 640,268 32,666 0.0% 0.0% 14 -11,041 -1.7% Q4 2025 Mar 25, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 602,050 30,716 0.01% 0.01% 15 +159,341 35.99% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 568,857 29,023 0.0% 0.0% 16 +9,851 1.76% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 541,567 27,630 0.02% 0.02% 17 +61,150 12.73% Q4 2025 Feb 13, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 504,728 25,751 2.11% 2.47% 18 -622,398 -55.22% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 438,429 22,369 0.35% 0.15% 19 +274,007 166.65% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 416,942 21,272 0.01% 0.01% 20 -70,093 -14.39% Q4 2025 Feb 11, 2026
DF DENT & CO INC History Reduced 410,231 20,929 0.3% 0.3% 21 -21,646 -5.01% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 385,957 19,691 0.02% 0.02% 22 -56,167 -12.7% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 356,476 18,187 0.0% 0.0% 23 -46,396 -11.52% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 347,611 17,735 0.03% 0.01% 24 +161,115 86.39% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 345,961 17,650 0.0% 0.0% 25 +27,774 8.73% Q4 2025 Feb 13, 2026
Select Equity Group, L.P. History Added to 344,031 17,552 0.08% 0.07% 26 +31,922 10.23% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 316,427 16,144 0.0% 0.0% 27 +209,995 197.3% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 309,634 15,797 0.02% 0.01% 28 +122,023 65.04% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 294,808 15,041 0.0% 0.0% 29 -9,879 -3.24% Q4 2025 Feb 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 291,808 14,888 0.05% 0.07% 30 -56,378 -16.19% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History Reduced 288,178 14,702 0.02% 0.02% 31 -309 -0.11% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 285,237 14,552 0.01% 0.01% 32 +15,042 5.57% Q4 2025 Feb 02, 2026
D. E. Shaw & Co., Inc. History Added to 280,400 14,306 0.01% 0.01% 33 +50,710 22.08% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 280,017 14,286 0.04% 0.06% 34 -62,448 -18.23% Q4 2025 Feb 10, 2026
Handelsbanken Fonder AB History Reduced 272,200 13,888 0.04% 0.09% 35 -250,000 -47.87% Q4 2025 Feb 06, 2026
CENTAURUS FINANCIAL, INC. History Added to 269,059 13,727 0.63% 0.66% 36 +5,835 2.22% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 260,923 13,312 0.02% 0.0% 37 +245,013 1539.99% Q4 2025 Jan 09, 2026
Invesco Ltd. History Added to 243,828 12,440 0.0% 0.0% 38 +19,228 8.56% Q4 2025 Feb 19, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 234,759 11,977 0.01% 0.01% 39 -1,247 -0.53% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 219,380 11,192 0.04% 0.02% 40 +86,552 65.16% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 217,584 11,101 0.02% 46.56% 41 +28,637 15.16% Q4 2025 Feb 17, 2026
Summit Creek Advisors LLC History Reduced 215,766 11,008 1.73% 1.78% 42 -14,580 -6.33% Q4 2025 Feb 06, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 204,256 10,409 0.02% 0.02% 43 +3,328 1.66% Q4 2025 Feb 10, 2026
Evanson Asset Management, LLC History Reduced 168,914 8,617 0.46% 0.51% 44 -542 -0.32% Q4 2025 Jan 12, 2026
Montanaro Asset Management Ltd History Reduced 150,100 7,658 2.13% 2.18% 45 -14,200 -8.64% Q4 2025 Mar 10, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 147,879 7,544 0.03% 46 +147,879 New Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 143,419 7,317 0.07% 0.05% 47 +50,400 54.18% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 139,920 7,138 0.01% 0.01% 48 -2,376 -1.67% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Reduced 138,334 7,057 0.0% 0.0% 49 -21,145 -13.26% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 135,627 6,919 0.0% 0.0% 50 +16,593 13.94% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Reduced 134,345 6,854 0.01% 0.02% 51 -121,141 -47.42% Q4 2025 Jan 09, 2026
SEI INVESTMENTS CO History Reduced 132,772 6,774 0.01% 0.01% 52 -22,812 -14.66% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Added to 129,363 6,600 0.01% 0.01% 53 +18,960 17.17% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 129,094 6,586 0.01% 0.0% 54 +55,974 76.55% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 128,204 6,540 0.01% 0.01% 55 -7,796 -5.73% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 127,809 6,520 0.0% 0.0% 56 +12,522 10.86% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 126,485 6,453 0.02% 0.02% 57 +9,215 7.86% Q4 2025 Feb 12, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Reduced 124,763 6,365 0.43% 0.43% 58 -1,541 -1.22% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 122,812 6,265 0.0% 0.0% 59 -7,408 -5.69% Q4 2025 Feb 09, 2026
Motley Fool Asset Management LLC History Reduced 120,935 6,170 0.24% 0.3% 60 -17,868 -12.87% Q4 2025 Feb 11, 2026
LSV ASSET MANAGEMENT History Added to 119,400 6,092 0.01% 0.01% 61 +58,300 95.42% Q4 2025 Feb 06, 2026
NORGES BANK History New 118,819 6,062 0.0% 62 +118,819 New Q4 2025 Feb 10, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 118,200 6,030 0.0% 0.0% 63 +3,900 3.41% Q4 2025 Feb 17, 2026
Motley Fool Wealth Management, LLC History Reduced 116,973 5,967 0.46% 0.49% 64 -20,419 -14.86% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History Added to 102,599 5,234 0.01% 0.01% 65 +37,899 58.58% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 100,331 5,118 0.0% 0.0% 66 -5,078 -4.82% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 97,764 4,987 0.0% 0.0% 67 +1,506 1.56% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 93,500 4,770 0.0% 0.0% 68 +1,900 2.07% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 90,844 4,634 0.0% 0.0% 69 -3,759 -3.97% Q4 2025 Feb 17, 2026
SEIZERT CAPITAL PARTNERS, LLC History Added to 82,647 4,216 0.18% 0.18% 70 +2,715 3.4% Q4 2025 Feb 02, 2026
OSSIAM History New 80,687 4,116 0.08% 71 +80,687 New Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 78,276 3,993 0.01% 0.01% 72 +20,131 34.62% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 76,907 3,923 0.01% 0.01% 73 +16 0.02% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 75,032 3,828 0.0% 0.0% 74 +40,267 115.83% Q4 2025 Feb 17, 2026
AMERICAN CAPITAL MANAGEMENT INC History Reduced 73,687 3,759 0.17% 0.19% 75 -13,976 -15.94% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 69,633 3,552 0.0% 0.0% 76 -32,774 -32.0% Q4 2025 Feb 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 67,667 3,452 0.01% 0.0% 77 +46,367 217.69% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 66,959 3,416 0.01% 0.01% 78 -1,354 -1.98% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 66,490 3,392 0.04% 0.03% 79 +23,148 53.41% Q4 2025 Feb 17, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 64,720 3,302 0.11% 0.05% 80 +42,202 187.41% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 63,164 3,222 0.01% 0.0% 81 +55,741 750.92% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 59,193 3,020 0.01% 0.0% 82 +58,894 19696.99% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 58,850 3,002 0.0% 0.0% 83 +364 0.62% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 50,472 2,575 0.0% 0.0% 84 -21,599 -29.97% Q4 2025 Feb 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 48,733 2,486 0.01% 0.01% 85 +4,961 11.33% Q4 2025 Jan 28, 2026
AlphaQuest LLC History Added to 48,548 2,476 0.14% 0.15% 86 +4,966 11.39% Q4 2025 Feb 09, 2026
UBS Group AG History Reduced 47,766 2,437 0.0% 0.0% 87 -52,317 -52.27% Q4 2025 Jan 29, 2026
PRUDENTIAL FINANCIAL INC History Reduced 46,699 2,417 0.0% 0.0% 88 -3,160 -6.34% Q4 2025 Feb 13, 2026
Swedbank AB History Added to 45,316 2,312 0.0% 0.0% 89 +39,743 713.13% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 45,178 2,304 0.0% 0.0% 90 -42 -0.09% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 44,546 2,272 0.0% 0.0% 91 -316 -0.7% Q4 2025 Feb 06, 2026
CITADEL ADVISORS LLC History Reduced 44,530 2,271 0.0% 0.0% 92 -45,504 -50.54% Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Reduced 44,334 2,261 0.01% 0.01% 93 -8,049 -15.37% Q4 2025 Feb 13, 2026
New Age Alpha Advisors, LLC History Reduced 43,120 2,199 0.09% 0.1% 94 -1,375 -3.09% Q4 2025 Feb 09, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 43,088 2,198 0.06% 0.06% 95 -2 -0.0% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Added to 42,044 2,172 0.0% 0.0% 96 +10,727 34.25% Q4 2025 Feb 18, 2026
CANADA LIFE ASSURANCE Co History Reduced 42,002 2,142 0.0% 0.0% 97 -5,890 -12.3% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Reduced 40,181 2,050 0.01% 0.01% 98 -38 -0.09% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 38,247 1,951 0.0% 0.0% 99 -800 -2.05% Q4 2025 Jan 30, 2026
FIRST TRUST ADVISORS LP History Reduced 37,306 1,903 0.0% 0.0% 100 -14,353 -27.78% Q4 2025 Feb 13, 2026
Holocene Advisors, LP History Reduced 34,765 1,773 0.0% 0.01% 101 -8,974 -20.52% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 34,275 1,749 0.0% 0.0% 102 -1,728 -4.8% Q4 2025 Feb 05, 2026
Jackson Creek Investment Advisors LLC History Added to 33,648 1,717 0.51% 0.11% 103 +26,276 356.43% Q4 2025 Feb 09, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 33,636 1,716 0.0% 0.0% 104 +500 1.51% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Reduced 31,564 1,620 0.0% 0.0% 105 -25,366 -44.56% Q4 2025 Mar 20, 2026
XTX Topco Ltd History Added to 31,209 1,592 0.04% 0.02% 106 +22,689 266.3% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 31,041 1,583 0.01% 107 +31,041 New Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Reduced 30,918 1,577 0.01% 0.01% 108 -12,872 -29.39% Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History Added to 30,345 1,548 0.07% 0.11% 109 +3,430 12.74% Q4 2025 Feb 12, 2026
Cardinal Capital Management History Added to 29,336 1,496 0.2% 0.21% 110 +948 3.34% Q4 2025 Jan 30, 2026
State of Alaska, Department of Revenue History Added to 27,944 1,424 0.02% 0.01% 111 +368 1.33% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Reduced 26,485 1,351 0.01% 0.01% 112 -896 -3.27% Q4 2025 Feb 12, 2026
Illinois Municipal Retirement Fund History Reduced 26,312 1,342 0.02% 0.02% 113 -1,171 -4.26% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 25,487 1,300 0.0% 0.0% 114 -20,638 -44.74% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 25,022 1,276 0.0% 0.01% 115 -127,845 -83.63% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 24,524 1,251 0.0% 0.0% 116 -4,668 -15.99% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History Reduced 24,242 1,236 0.03% 0.02% 117 -784 -3.13% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 23,908 1,219 0.0% 0.0% 118 -2,569 -9.7% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 23,910 1,219 0.0% 0.0% 119 +600 2.57% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 23,153 1,181 0.0% 0.0% 120 +5,801 33.43% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 23,120 1,179 0.0% 0.0% 121 +61 0.26% Q4 2025 Feb 18, 2026
Louisiana State Employees Retirement System History Reduced 22,800 1,163 0.02% 0.02% 122 -100 -0.44% Q4 2025 Jan 16, 2026
JANUS HENDERSON GROUP PLC History No change 21,786 1,111 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 21,745 1,109 0.0% 124 +21,745 New Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 21,697 1,106 0.02% 0.03% 125 -1,772 -7.55% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History Added to 20,825 1,062 0.09% 0.06% 126 +5,783 38.45% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Reduced 20,675 1,054 0.0% 0.0% 127 -8 -0.04% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 20,078 1,024 0.01% 0.02% 128 -15,656 -43.81% Q4 2025 Feb 10, 2026
CenterBook Partners LP History New 19,733 1,006 0.05% 129 +19,733 New Q4 2025 Feb 11, 2026
Gotham Asset Management, LLC History Added to 17,405 888 0.0% 0.0% 130 +1,132 6.96% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 16,384 835 0.0% 0.0% 131 +1,380 9.2% Q4 2025 Jan 27, 2026
Integrated Quantitative Investments LLC History Reduced 16,300 831 0.18% 0.25% 132 -17 -0.1% Q4 2025 Feb 12, 2026
ALPS ADVISORS INC History Added to 16,077 820 0.0% 0.0% 133 +678 4.4% Q4 2025 Feb 12, 2026
Aquatic Capital Management LLC History New 15,918 812 0.02% 134 +15,918 New Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 15,781 805 0.0% 135 +15,781 New Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 15,609 796 0.0% 0.0% 136 -6,132 -28.2% Q4 2025 Jan 29, 2026
TWINBEECH CAPITAL LP History Reduced 15,201 775 0.06% 0.07% 137 -19,184 -55.79% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,004 765 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 14,604 745 0.0% 0.01% 139 0 0.0% Q4 2025 Feb 04, 2026
AMALGAMATED BANK History Added to 14,428 736 0.01% 0.01% 140 +57 0.4% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 14,390 734 0.0% 0.0% 141 -3,450 -19.34% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 14,310 730 0.01% 0.01% 142 +1,332 10.26% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Added to 14,174 723 0.0% 0.0% 144 +12,838 960.93% Q4 2025 Feb 18, 2026
STIFEL FINANCIAL CORP History Added to 14,176 723 0.0% 0.0% 143 +254 1.82% Q4 2025 Feb 13, 2026
Jasper Ridge Partners, L.P. History No change 13,976 713 0.02% 0.02% 145 0 0.0% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History No change 13,900 709 0.0% 0.0% 146 0 0.0% Q4 2025 Jan 28, 2026
SBI Okasan Asset Management Co.Ltd. History New 13,400 694 0.04% 147 +13,400 New Q4 2025 Feb 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 13,591 693 0.0% 0.0% 148 0 0.0% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History Reduced 14,156 690 0.0% 0.0% 149 -7,715 -35.28% Q4 2025 Feb 18, 2026
Arizona State Retirement System History Reduced 13,288 677 0.0% 0.0% 150 -687 -4.92% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History Added to 13,190 672 0.01% 0.01% 151 +12 0.09% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 13,466 663 0.01% 0.01% 152 -1,938 -12.58% Q4 2025 Jan 21, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 12,964 661 0.03% 153 +12,964 New Q4 2025 Feb 17, 2026
Argos Wealth Advisors, LLC History New 12,523 638 0.17% 154 +12,523 New Q4 2025 Feb 04, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 12,454 635 0.0% 0.01% 155 -1,662 -11.77% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 12,349 630 0.0% 0.0% 156 -360 -2.83% Q4 2025 Feb 10, 2026
Brevan Howard Capital Management LP History New 12,145 619 0.01% 157 +12,145 New Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 12,056 615 0.02% 0.0% 158 +11,944 10664.29% Q4 2025 Feb 10, 2026
Amundi History Added to 12,039 614 0.0% 0.0% 159 +87 0.73% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 11,962 610 0.0% 0.0% 160 -800 -6.27% Q4 2025 Feb 17, 2026
Passive Capital Management, LLC. History New 11,928 608 0.19% 161 +11,928 New Q4 2025 Feb 05, 2026
MARSHALL WACE, LLP History Reduced 11,805 602 0.0% 0.0% 162 -60,513 -83.68% Q4 2025 Feb 13, 2026
Magnetar Financial LLC History Added to 11,438 583 0.01% 0.0% 163 +5,904 106.69% Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 11,415 582 0.01% 0.01% 164 +126 1.12% Q4 2025 Feb 04, 2026
GLOBEFLEX CAPITAL L P History Reduced 10,456 533 0.08% 0.09% 165 -1,138 -9.82% Q4 2025 Feb 11, 2026
Lighthouse Investment Partners, LLC History New 10,194 520 0.02% 166 +10,194 New Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 9,730 497 0.0% 0.0% 167 -4,964 -33.78% Q4 2025 Feb 06, 2026
Haven Private, LLC History Added to 9,417 480 0.21% 0.17% 168 +2,322 32.73% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Reduced 9,335 476 0.0% 0.0% 169 -1,034 -9.97% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 9,284 473 0.0% 0.0% 170 +269 2.98% Q4 2025 Feb 06, 2026
FRANKLIN RESOURCES INC History Reduced 9,268 472 0.0% 0.0% 171 -100,913 -91.59% Q4 2025 Feb 11, 2026
Inspire Investing, LLC History Added to 9,125 465 0.04% 0.04% 172 +573 6.7% Q4 2025 Feb 17, 2026
BAILARD, INC. History New 8,649 441 0.01% 173 +8,649 New Q4 2025 Feb 04, 2026
Atria Investments, Inc History Added to 8,499 433 0.0% 0.01% 174 +172 2.07% Q4 2025 Feb 05, 2026
Cerity Partners LLC History Added to 8,263 421 0.0% 0.0% 175 +1,962 31.14% Q4 2025 Feb 11, 2026
LPL Financial LLC History Added to 8,131 414 0.0% 0.0% 176 +164 2.06% Q4 2025 Feb 11, 2026
Fisher Asset Management, LLC History Added to 7,315 373 0.0% 0.0% 177 +160 2.24% Q4 2025 Feb 09, 2026
Maryland State Retirement & Pension System History Added to 7,281 371 0.01% 0.01% 178 +107 1.49% Q4 2025 Feb 17, 2026
Voleon Capital Management LP History New 7,066 360 0.01% 179 +7,066 New Q4 2025 Feb 17, 2026
State of Wyoming History Added to 6,978 356 0.04% 0.02% 180 +3,083 79.15% Q4 2025 Feb 11, 2026
Freestone Grove Partners LP History Reduced 6,983 356 0.0% 0.0% 181 -1,956 -21.88% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 6,492 331 0.0% 0.0% 182 +1,001 18.23% Q4 2025 Jan 29, 2026
IEQ CAPITAL, LLC History Reduced 6,295 321 0.0% 0.0% 183 -1,735 -21.61% Q4 2025 Feb 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 6,268 319 0.02% 184 +6,268 New Q4 2025 Feb 17, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 6,142 313 0.01% 0.03% 185 -9,455 -60.62% Q4 2025 Jan 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 6,044 310 0.0% 0.0% 186 +1,944 47.41% Q4 2025 Jan 08, 2026
Ascent Wealth Partners, LLC History No change 6,000 306 0.04% 0.04% 187 0 0.0% Q4 2025 Feb 02, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 5,969 304 0.0% 0.0% 188 +312 5.52% Q4 2025 Jan 28, 2026
QUADRANT CAPITAL GROUP LLC History Added to 5,760 293 0.01% 0.01% 189 +1,151 24.97% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 5,701 290 0.0% 0.0% 190 +111 1.99% Q4 2025 Feb 10, 2026
Modera Wealth Management, LLC History Added to 5,701 290 0.0% 0.0% 191 +3 0.05% Q4 2025 Jan 21, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,508 281 0.0% 0.0% 192 0 0.0% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 5,507 280 0.0% 193 +5,507 New Q4 2025 Feb 04, 2026
SUMMITRY LLC History Added to 5,270 268 0.01% 0.01% 194 +794 17.74% Q4 2025 Feb 09, 2026
Trust Point Inc. History Reduced 5,209 265 0.02% 0.02% 195 -241 -4.42% Q4 2025 Jan 13, 2026
Virtu Financial LLC History New 5,181 264 0.01% 196 +5,181 New Q4 2025 Feb 23, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 5,121 261 0.0% 0.0% 197 -58,195 -91.91% Q4 2025 Feb 17, 2026
Robeco Institutional Asset Management B.V. History Added to 5,064 258 0.0% 0.0% 198 +396 8.48% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Added to 4,891 249 0.01% 0.01% 199 +1,008 25.96% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 4,720 240 0.0% 200 +4,720 New Q4 2025 Feb 18, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 4,599 234 0.0% 0.0% 201 -2,206 -32.42% Q4 2025 Feb 13, 2026
M.E. ALLISON & CO., INC. History New 4,585 233 0.16% 202 +4,585 New Q4 2025 Jan 12, 2026
CWM, LLC History Reduced 4,556 232 0.0% 0.0% 203 -344 -7.02% Q4 2025 Jan 26, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 4,510 230 0.01% 0.01% 204 0 0.0% Q4 2025 Feb 03, 2026
Dynamic Technology Lab Private Ltd History New 4,407 224 0.05% 205 +4,407 New Q4 2025 Feb 13, 2026
denkapparat Operations GmbH History No change 4,314 220 0.12% 0.15% 206 0 0.0% Q4 2025 Feb 12, 2026
M&T BANK CORP History Reduced 4,280 218 0.0% 0.0% 207 -148 -3.34% Q4 2025 Jan 30, 2026
HighTower Advisors, LLC History Reduced 4,158 212 0.0% 0.0% 208 -609 -12.78% Q4 2025 Feb 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 4,061 207 0.02% 209 +4,061 New Q4 2025 Feb 17, 2026
Jain Global LLC History New 4,040 206 0.0% 210 +4,040 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 3,980 203 0.01% 0.01% 211 0 0.0% Q4 2025 Feb 11, 2026
Ensign Peak Advisors, Inc History Reduced 3,708 189 0.0% 0.0% 212 -9,050 -70.94% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Reduced 3,584 182 0.0% 0.0% 213 -1,386 -27.89% Q4 2025 Jan 30, 2026
Avanza Fonder AB History Added to 2,789 142 0.0% 0.0% 214 +814 41.22% Q4 2025 Jan 12, 2026
OSAIC HOLDINGS, INC. History Reduced 2,402 122 0.0% 0.0% 215 -233 -8.84% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History New 2,289 116 0.0% 216 +2,289 New Q4 2025 Feb 06, 2026
Daiwa Securities Group Inc. History No change 2,070 106 0.0% 0.0% 217 0 0.0% Q4 2025 Feb 11, 2026
CADEN CAPITAL PARTNERS, LP History New 2,076 105 0.24% 219 +2,076 New Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Reduced 2,071 105 0.01% 0.01% 218 -190 -8.4% Q4 2025 Feb 13, 2026
Pacer Advisors, Inc. History Reduced 1,908 97 0.0% 0.0% 220 -521 -21.45% Q4 2025 Feb 24, 2026
DANSKE BANK A/S History New 1,800 91 0.0% 221 +1,800 New Q4 2025 Feb 02, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,694 86 0.01% 0.01% 222 0 0.0% Q4 2025 Jan 07, 2026
KBC Group NV History No change 1,572 80 0.0% 0.0% 223 0 0.0% Q4 2025 Jan 26, 2026
GAMMA Investing LLC History Added to 1,361 69 0.0% 0.0% 224 +249 22.39% Q4 2025 Jan 05, 2026
Smartleaf Asset Management LLC History Reduced 1,289 66 0.0% 0.0% 225 -16 -1.23% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,288 65 0.0% 0.0% 226 -76 -5.57% Q4 2025 Feb 09, 2026
Kemnay Advisory Services Inc. History New 1,155 58 0.01% 227 +1,155 New Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 1,062 54 0.0% 0.0% 228 -24 -2.21% Q4 2025 Feb 02, 2026
Steward Partners Investment Advisory, LLC History No change 1,047 53 0.0% 0.0% 229 0 0.0% Q4 2025 Feb 12, 2026
Atlantic Union Bankshares Corp History No change 1,000 51 0.0% 0.0% 230 0 0.0% Q4 2025 Feb 04, 2026
Financial Management Professionals, Inc. History New 927 47 0.0% 231 +927 New Q4 2025 Jan 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 900 45 0.0% 0.0% 232 -32 -3.43% Q4 2025 Feb 10, 2026
Covestor Ltd History Added to 691 35 0.02% 0.01% 233 +278 67.31% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 649 33 0.0% 0.0% 234 -145 -18.26% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 599 30 0.0% 0.0% 235 -145 -19.49% Q4 2025 Jan 15, 2026
Park Place Capital Corp History No change 597 30 0.01% 0.01% 236 0 0.0% Q4 2025 Jan 09, 2026
BNP Paribas Asset Management Holding S.A. History Added to 567 29 0.0% 0.0% 237 +135 31.25% Q4 2025 Feb 13, 2026
Strengthening Families & Communities, LLC History No change 500 25 0.01% 0.01% 238 0 0.0% Q4 2025 Feb 03, 2026
VEGA INVESTMENT SOLUTIONS History New 471 24 0.0% 240 +471 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 474 24 0.0% 0.0% 239 +58 13.94% Q4 2025 Mar 16, 2026
WPG Advisers, LLC History Added to 408 20 0.01% 0.01% 241 +130 46.76% Q4 2025 Jan 28, 2026
Goodman Advisory Group, LLC History No change 390 19 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Reduced 345 17 0.0% 0.0% 243 -197 -36.35% Q4 2025 Feb 06, 2026
CULLEN/FROST BANKERS, INC. History Added to 325 16 0.0% 0.0% 244 +69 26.95% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Added to 306 15 0.0% 0.0% 246 +191 166.09% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Reduced 307 15 0.0% 0.0% 247 -114 -27.08% Q4 2025 Jan 28, 2026
BESSEMER GROUP INC History Added to 289 15 0.0% 0.0% 245 +64 28.44% Q4 2025 Feb 05, 2026
Quarry LP History Reduced 302 15 0.0% 0.0% 248 -37 -10.91% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 281 14 0.0% 251 +281 New Q4 2025 Feb 17, 2026
SUMMIT SECURITIES GROUP LLC History New 279 14 0.0% 250 +279 New Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 276 14 0.0% 0.0% 249 +79 40.1% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 253 12 0.0% 252 +253 New Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History Added to 232 11 0.0% 0.0% 253 +152 190.0% Q4 2025 Jan 08, 2026
SBI Securities Co., Ltd. History Reduced 213 10 0.0% 0.0% 255 -200 -48.43% Q4 2025 Feb 03, 2026
UMB Bank, n.a. History Added to 196 10 0.0% 0.0% 254 +28 16.67% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Reduced 190 9 0.0% 0.0% 256 -84 -30.66% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 163 8 0.0% 0.0% 257 0 0.0% Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History New 138 7 0.0% 258 +138 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 120 6 0.0% 260 +120 New Q4 2025 Feb 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 133 6 0.0% 0.0% 259 0 0.0% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History No change 135 6 0.0% 0.0% 261 0 0.0% Q4 2025 Jan 28, 2026
Arax Advisory Partners History Reduced 111 5 0.0% 0.0% 262 -4,818 -97.75% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 86 4 0.0% 0.0% 263 -121 -58.45% Q4 2025 Jan 07, 2026
Meramec Financial Planners, LLC History New 90 4 0.0% 268 +90 New Q4 2025 Feb 10, 2026
CBIZ Investment Advisory Services, LLC History New 81 4 0.0% 265 +81 New Q4 2025 Feb 09, 2026
Fourth Dimension Wealth, LLC History Reduced 94 4 0.0% 0.0% 267 -25 -21.01% Q4 2025 Feb 04, 2026
Root Financial Partners, LLC History Added to 94 4 0.0% 0.0% 266 +7 8.05% Q4 2025 Feb 10, 2026
FINANCIAL CONSULATE, INC History No change 80 4 0.0% 0.0% 264 0 0.0% Q4 2025 Jan 22, 2026
ROTHSCHILD INVESTMENT LLC History Added to 72 3 0.0% 0.0% 269 +27 60.0% Q4 2025 Feb 10, 2026
Vermillion & White Wealth Management Group, LLC History No change 69 3 0.0% 0.0% 270 0 0.0% Q4 2025 Feb 18, 2026
T. Rowe Price Investment Management, Inc. History Reduced 21 2 0.0% 0.02% 274 -477,936 -100.0% Q4 2025 Feb 19, 2026
Bare Financial Services, Inc History Reduced 45 2 0.0% 0.0% 275 -57 -55.88% Q4 2025 Feb 06, 2026
Elequin Capital, LP History New 49 2 0.0% 273 +49 New Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History No change 46 2 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 02, 2026
Grove Bank & Trust History No change 50 2 0.0% 0.0% 272 0 0.0% Q4 2025 Jan 08, 2026
CIBC Private Wealth Group LLC History Reduced 21 1 0.0% 0.0% 277 -466 -95.69% Q4 2025 Feb 12, 2026
Torren Management, LLC History New 37 1 0.0% 284 +37 New Q4 2025 Jan 30, 2026
Navalign, LLC History New 36 1 0.0% 281 +36 New Q4 2025 Feb 05, 2026
Godfrey Financial Associates, Inc. History New 26 1 0.0% 285 +26 New Q4 2025 Feb 10, 2026
Kilter Group LLC History Added to 31 1 0.0% 283 +17 121.43% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 22 1 0.0% 279 +9 69.23% Q4 2025 Jan 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 30 1 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History No change 22 1 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 17, 2026
Founders Capital Management History No change 25 1 0.0% 0.0% 280 0 0.0% Q4 2025 Jan 15, 2026
Federation des caisses Desjardins du Quebec History No change 29 1 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 12, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 0.48% -42,000 -100.0% Q3 2025 Nov 03, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 0.02% -37,063 -100.0% Q3 2025 Nov 06, 2025
MUFG Securities EMEA plc History Closed out 0 0 0.04% -27,300 -100.0% Q3 2025 Nov 14, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -24,100 -100.0% Q3 2025 Nov 13, 2025
DeepCurrents Investment Group LLC History Closed out 0 0 0.03% -22,240 -100.0% Q3 2025 Nov 14, 2025
Elo Mutual Pension Insurance Co History Closed out 0 0 0.02% -20,246 -100.0% Q3 2025 Nov 12, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -19,621 -100.0% Q3 2025 Nov 12, 2025
Woodline Partners LP History Closed out 0 0 0.0% -14,108 -100.0% Q3 2025 Nov 14, 2025
Creative Planning History Closed out 0 0 0.0% -12,602 -100.0% Q3 2025 Nov 14, 2025
MQS Management LLC History Closed out 0 0 0.33% -10,808 -100.0% Q3 2025 Nov 06, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -6,815 -100.0% Q3 2025 Nov 13, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.02% -5,902 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -4,800 -100.0% Q3 2025 Nov 14, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.02% -4,530 -100.0% Q3 2025 Nov 07, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.06% -3,934 -100.0% Q3 2025 Nov 13, 2025
Vestcor Inc History Closed out 0 0 0.0% -2,893 -100.0% Q3 2025 Nov 13, 2025
Pilgrim Partners Asia Pte Ltd History Closed out 0 0 0.02% -860 -100.0% Q3 2025 Nov 03, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -740 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -474 -100.0% Q3 2025 Nov 10, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -422 -100.0% Q3 2025 Nov 18, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -274 -100.0% Q3 2025 Nov 12, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.01% -226 -100.0% Q3 2025 Nov 19, 2025
SIGNATUREFD, LLC History Closed out 0 0 0.0% -185 -100.0% Q3 2025 Oct 21, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -156 -100.0% Q3 2025 Oct 21, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -138 -100.0% Q3 2025 Oct 08, 2025
HARBOUR INVESTMENTS, INC. History Reduced 8 0 0.0% -120 -93.75% Q4 2025 Feb 09, 2026
True Wealth Design, LLC History Reduced 8 0 0.0% -120 -93.75% Q4 2025 Jan 08, 2026
Clearstead Advisors, LLC History Reduced 3 0 0.0% -89 -96.74% Q4 2025 Feb 09, 2026
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -43 -100.0% Q3 2025 Nov 03, 2025
Marquette Asset Management, LLC History Closed out 0 0 0.0% -31 -100.0% Q3 2025 Oct 24, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Nov 10, 2025
Farther Finance Advisors, LLC History Reduced 10 0 0.0% -14 -58.33% Q4 2025 Jan 23, 2026
Keating Financial Advisory Services, Inc. History New 12 0 +12 New Q4 2025 Feb 09, 2026
OPTIMA CAPITAL LLC History New 10 0 +10 New Q4 2025 Jan 23, 2026
TORONTO DOMINION BANK History Reduced 1 0 -9 -90.0% Q4 2025 Feb 17, 2026
Cloud Capital Management, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 03, 2025
IFP Advisors, Inc History Reduced 10 0 -6 -37.5% Q4 2025 Feb 06, 2026
SJS Investment Consulting Inc. History Added to 8 0 +5 166.67% Q4 2025 Jan 21, 2026
Ankerstar Wealth, LLC History New 5 0 +5 New Q4 2025 Feb 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 4 0 +4 New Q4 2025 Feb 11, 2026
Abound Wealth Management History Closed out 0 0 -3 -100.0% Q3 2025 Oct 10, 2025
Fortitude Family Office, LLC History Reduced 11 0 -2 -15.38% Q4 2025 Jan 15, 2026
Bay Harbor Wealth Management, LLC History Added to 4 0 +1 33.33% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
DiNuzzo Private Wealth, Inc. History Reduced 5 0 -1 -16.67% Q4 2025 Jan 16, 2026
Rialto Wealth Management, LLC History Added to 4 0 +1 33.33% Q4 2025 Jan 12, 2026
HFM Investment Advisors, LLC History Reduced 1 0 -1 -50.0% Q4 2025 Feb 05, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
HHM Wealth Advisors, LLC History No change 3 0 0 0.0% Q4 2025 Jan 22, 2026
CoreCap Advisors, LLC History No change 10 0 0 0.0% Q4 2025 Jan 13, 2026
Strategic Advocates LLC History No change 2 0 0 0.0% Q4 2025 Feb 11, 2026