Amentum Holdings, Inc. - AMTM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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
AMERICAN SECURITIES LLC History No change 45,026,743 1,305,775 100.0% 100.0% 1 0 0.0% Q4 2025 Feb 12, 2026
Invesco Ltd. History Reduced 21,834,003 633,186 0.1% 0.08% 2 -282,832 -1.28% Q4 2025 Feb 19, 2026
BlackRock, Inc. History Reduced 17,459,099 506,313 0.01% 0.01% 3 -531,350 -2.95% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 15,411,745 446,940 0.01% 0.01% 4 -142,946 -0.92% Q4 2025 Jan 29, 2026
PRIMECAP MANAGEMENT CO/CA/ History Added to 12,126,927 351,680 0.27% 0.22% 5 +208,341 1.75% Q4 2025 Feb 11, 2026
FMR LLC History Added to 6,707,304 194,511 0.01% 0.01% 6 +472,055 7.57% Q4 2025 Feb 17, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 5,772,976 167,416 1.78% 1.12% 7 +570,296 10.96% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 5,061,620 146,786 0.0% 0.01% 8 -1,771,756 -25.93% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 2,794,417 81,038 0.09% 0.0% 9 +2,761,801 8467.63% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,659,364 77,145 0.0% 0.0% 10 +5,180 0.2% Q4 2025 Feb 09, 2026
Ruane, Cunniff & Goldfarb L.P. History Reduced 2,394,129 69,429 1.08% 0.96% 11 -29,619 -1.22% Q4 2025 Feb 13, 2026
NORGES BANK History New 2,294,097 66,528 0.01% 12 +2,294,097 New Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 2,075,352 60,185 0.0% 0.0% 13 +268,935 14.89% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 2,069,104 60,004 0.11% 0.09% 14 +263,693 14.61% Q4 2025 Feb 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 1,961,927 56,895 0.09% 0.08% 15 -119,684 -5.75% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,952,002 56,608 0.01% 0.01% 16 +109,831 5.96% Q4 2025 Feb 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 1,921,809 55,732 0.93% 1.06% 17 -808,489 -29.61% Q4 2025 Feb 10, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,832,926 53,156 0.01% 0.01% 18 +526,875 40.34% Q4 2025 Feb 12, 2026
Arvin Capital Management LP History Added to 1,800,992 52,228 9.84% 7.08% 19 +164,500 10.05% Q4 2025 Feb 13, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC History New 1,553,074 45,039 2.03% 20 +1,553,074 New Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,452,049 42,109 0.02% 0.0% 21 +1,286,844 778.94% Q4 2025 Feb 17, 2026
FIL Ltd History Reduced 1,429,384 41,452 0.03% 0.03% 22 -129,640 -8.32% Q4 2025 Feb 17, 2026
BRIGHTLINE CAPITAL MANAGEMENT, LLC History Added to 1,392,000 40,368 16.32% 11.78% 23 +192,000 16.0% Q4 2025 Feb 13, 2026
ExodusPoint Capital Management, LP History New 1,184,186 34,341 0.27% 24 +1,184,186 New Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,157,427 33,565 0.0% 0.0% 25 +358,990 44.96% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 1,147,477 33,276 0.03% 0.03% 26 +62,508 5.76% Q4 2025 Feb 12, 2026
LOOMIS SAYLES & CO L P History Added to 1,118,930 32,448 0.04% 0.03% 27 +54,851 5.15% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,027,900 29,809 0.0% 0.0% 28 +405,833 65.24% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 952,977 27,636 0.0% 0.0% 29 +10,032 1.06% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 922,097 26,740 0.0% 0.0% 30 +55,834 6.45% Q4 2025 Feb 10, 2026
CACTI ASSET MANAGEMENT LLC History Added to 881,692 25,745 1.55% 1.27% 31 +24,600 2.87% Q4 2025 Jan 02, 2026
Verition Fund Management LLC History Reduced 865,172 25,089 0.1% 0.11% 32 -270,454 -23.82% Q4 2025 Feb 13, 2026
AVENIR CORP History Reduced 850,944 24,677 2.68% 2.15% 33 -11,509 -1.33% Q4 2025 Feb 13, 2026
683 Capital Management, LLC History Reduced 835,000 24,215 1.05% 1.6% 34 -440,000 -34.51% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 813,774 23,599 0.01% 0.0% 35 +62,470 8.31% Q4 2025 Feb 12, 2026
Penn Capital Management Company, LLC History Reduced 743,937 21,629 1.72% 1.77% 36 -216,670 -22.56% Q4 2025 Feb 09, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 728,414 21,124 0.01% 0.01% 37 -7,341 -1.0% Q4 2025 Feb 02, 2026
Point72 Asset Management, L.P. History Reduced 695,287 20,163 0.02% 0.06% 38 -685,705 -49.65% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 644,158 18,680 0.0% 0.0% 39 -191,941 -22.96% Q4 2025 Mar 25, 2026
TWO SIGMA INVESTMENTS, LP History Added to 637,986 18,501 0.03% 0.01% 40 +238,863 59.85% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 635,430 18,427 0.07% 0.03% 41 +390,604 159.54% Q4 2025 Feb 17, 2026
SEGRA CAPITAL MANAGEMENT, LLC History Added to 604,810 17,539 12.43% 4.04% 42 +187,785 45.03% Q4 2025 Feb 17, 2026
Caption Management, LLC History Added to 556,600 16,141 0.11% 0.01% 43 +515,500 1254.26% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 551,487 15,993 0.0% 0.0% 44 +129,491 30.69% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 535,218 15,521 0.02% 0.02% 45 -123,862 -18.79% Q4 2025 Feb 12, 2026
VAN ECK ASSOCIATES CORP History Reduced 531,007 15,399 0.01% 0.02% 46 -234,670 -30.65% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 530,566 15,386 0.05% 0.05% 47 -67,410 -11.27% Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Added to 495,286 14,363 0.15% 0.11% 48 +40,786 8.97% Q4 2025 Feb 09, 2026
Hyperion Capital Advisors LP History Added to 491,872 14,264 6.98% 5.38% 49 +71,864 17.11% Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 475,314 13,784 0.2% 0.13% 50 +67,897 16.67% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 464,739 13,477 0.0% 0.0% 51 +421,305 969.99% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 437,016 12,673 0.01% 0.01% 52 +147,467 50.93% Q4 2025 Feb 17, 2026
CI INVESTMENTS INC. History Reduced 425,528 12,340 0.05% 0.04% 53 -2,743 -0.64% Q4 2025 Feb 12, 2026
PEAK6 LLC History New 418,400 12,133 0.02% 54 +418,400 New Q4 2025 Mar 12, 2026
Ancora Advisors LLC History Added to 402,346 11,668 0.24% 0.06% 55 +268,472 200.54% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Reduced 382,540 11,093 0.1% 0.1% 56 -72,164 -15.87% Q4 2025 Feb 18, 2026
FIRST TRUST ADVISORS LP History Added to 377,828 10,957 0.01% 0.0% 57 +339,238 879.08% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 368,605 10,689 0.0% 0.0% 58 -19,684 -5.07% Q4 2025 Feb 09, 2026
Aristotle Capital Boston, LLC History Reduced 358,867 10,407 0.57% 0.51% 59 -50,276 -12.29% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 345,341 10,015 0.01% 0.0% 60 +316,277 1088.21% Q4 2025 Jan 09, 2026
AMERIPRISE FINANCIAL INC History Reduced 338,599 9,819 0.0% 0.0% 61 -17,347 -4.87% Q4 2025 Feb 17, 2026
Legacy Advisors, LLC History New 9,814,289 9,814 1.05% 62 +9,814,289 New Q4 2025 Jan 27, 2026
Swiss National Bank History Added to 311,791 9,041 0.01% 0.0% 63 +5,300 1.73% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 310,521 9,005 0.07% 0.05% 64 +43,027 16.09% Q4 2025 Jan 14, 2026
COMERICA BANK History Reduced 301,564 8,745 0.03% 0.03% 65 -11,075 -3.54% Q4 2025 Jan 29, 2026
RHUMBLINE ADVISERS History Added to 291,441 8,451 0.01% 0.01% 66 +1,623 0.56% Q4 2025 Feb 13, 2026
GRIZZLYROCK CAPITAL, LLC History Added to 285,113 8,268 6.19% 5.27% 67 +2,000 0.71% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 278,644 8,080 0.0% 0.0% 68 +46,635 20.1% Q4 2025 Feb 12, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 268,375 7,782 0.02% 0.02% 69 +245 0.09% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 267,999 7,771 0.01% 0.0% 70 +231,989 644.23% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 266,543 7,730 0.0% 71 +266,543 New Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 253,016 7,337 0.0% 0.0% 72 -24,881 -8.95% Q4 2025 Feb 13, 2026
Twin Tree Management, LP History New 236,900 6,870 0.06% 73 +236,900 New Q4 2025 Feb 11, 2026
AWH Capital, L.P. History No change 235,250 6,822 6.29% 5.88% 74 0 0.0% Q4 2025 Feb 17, 2026
CenterBook Partners LP History Reduced 222,223 6,444 0.31% 0.36% 75 -85,858 -27.87% Q4 2025 Feb 11, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 219,931 6,377 0.22% 0.05% 76 +165,594 304.75% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 217,044 6,294 0.01% 0.01% 77 +16,521 8.24% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 214,198 6,211 0.01% 0.01% 78 +85,191 66.04% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 206,102 5,976 0.0% 0.0% 79 -25,088 -10.85% Q4 2025 Jan 29, 2026
OpenArc Corporate Advisory, LLC History New 200,325 5,809 0.1% 80 +200,325 New Q4 2025 Feb 13, 2026
Hudson Value Partners, LLC History Added to 187,993 5,504 1.64% 1.38% 81 +2,168 1.17% Q4 2025 Jan 28, 2026
Telos Capital Management, Inc. History Reduced 187,466 5,436 0.51% 0.44% 82 -2,393 -1.26% Q4 2025 Jan 22, 2026
FIRST NATIONAL BANK OF OMAHA History New 177,700 5,206 0.15% 83 +177,700 New Q4 2025 Feb 13, 2026
Soviero Asset Management, LP History Added to 178,000 5,162 2.47% 1.93% 84 +23,000 14.84% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Reduced 172,533 5,003 0.08% 0.09% 85 -49,077 -22.15% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 155,779 4,911 0.01% 0.01% 86 +5,434 3.61% Q4 2025 Jan 08, 2026
SIMPLEX TRADING, LLC History Added to 168,500 4,886 0.0% 0.0% 87 +54,400 47.68% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 168,045 4,873 0.0% 0.0% 88 +28,642 20.55% Q4 2025 Feb 18, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 166,057 4,816 0.01% 0.01% 89 +25,139 17.84% Q4 2025 Jan 30, 2026
TWO SIGMA ADVISERS, LP History Reduced 157,077 4,555 0.01% 0.01% 90 -2,091 -1.31% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 149,912 4,347 0.0% 0.0% 91 -12,418 -7.65% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History New 146,182 4,239 0.0% 92 +146,182 New Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 142,422 4,130 0.0% 0.0% 93 -4,776 -3.24% Q4 2025 Feb 13, 2026
TWINBEECH CAPITAL LP History Reduced 137,453 3,986 0.28% 0.21% 94 -85,254 -38.28% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 129,482 3,756 0.0% 0.0% 95 +11,307 9.57% Q4 2025 Feb 17, 2026
South Dakota Investment Council History Added to 123,037 3,568 0.07% 0.03% 96 +58,617 90.99% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Reduced 121,909 3,535 0.0% 0.0% 97 -300,272 -71.12% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 120,865 3,505 0.01% 0.01% 98 0 0.0% Q4 2025 Feb 12, 2026
IMC-Chicago, LLC History Added to 117,700 3,413 0.0% 0.0% 99 +98,463 511.84% Q4 2025 Jan 29, 2026
SOROS FUND MANAGEMENT LLC History New 109,303 3,169 0.04% 100 +109,303 New Q4 2025 Feb 13, 2026
Walleye Trading LLC History Reduced 103,800 3,010 0.0% 0.01% 101 -86,200 -45.37% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 103,682 3,006 0.01% 0.01% 102 +12,284 13.44% Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History Added to 101,949 2,956 0.14% 0.09% 103 +22,306 28.01% Q4 2025 Feb 04, 2026
WINTON GROUP Ltd History Added to 101,449 2,942 0.1% 0.05% 104 +48,040 89.95% Q4 2025 Feb 11, 2026
Blackstone Inc. History Added to 99,643 2,889 0.01% 0.0% 105 +50,537 102.91% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Added to 98,984 2,870 0.01% 0.01% 106 +11,342 12.94% Q4 2025 Jan 30, 2026
North Growth Management Ltd. History Added to 98,000 2,835 0.44% 0.4% 107 +1,000 1.03% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History New 94,000 2,726 0.0% 108 +94,000 New Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 91,861 2,663 0.03% 0.02% 109 -7,782 -7.81% Q4 2025 Feb 05, 2026
JPMORGAN CHASE & CO History Reduced 89,291 2,589 0.0% 0.0% 110 -15,480 -14.78% Q4 2025 Feb 11, 2026
LPL Financial LLC History Reduced 86,678 2,513 0.0% 0.0% 111 -4,050 -4.46% Q4 2025 Feb 11, 2026
CSM Advisors, LLC History Reduced 84,759 2,457 0.07% 0.14% 112 -118,048 -58.21% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 79,965 2,318 0.01% 0.0% 113 +29,316 57.88% Q4 2025 Feb 17, 2026
Holocene Advisors, LP History Added to 79,321 2,300 0.0% 0.0% 114 +33,507 73.14% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 79,008 2,291 0.0% 0.0% 115 +2,299 3.0% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Added to 78,110 2,265 0.02% 0.02% 116 +974 1.26% Q4 2025 Jan 23, 2026
Quantinno Capital Management LP History Added to 77,971 2,261 0.0% 0.0% 117 +12,920 19.86% Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Added to 75,894 2,200 0.1% 0.09% 118 +2,197 2.98% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 71,273 2,066 0.0% 0.0% 119 -98,453 -58.01% Q4 2025 Feb 17, 2026
Ridge Creek Global, Inc History New 70,888 2,055 1.72% 120 +70,888 New Q4 2025 Feb 13, 2026
Louisiana State Employees Retirement System History Reduced 70,200 2,035 0.03% 0.03% 121 -300 -0.43% Q4 2025 Jan 16, 2026
Resolute Capital Asset Partners LLC History New 70,000 2,030 0.98% 122 +70,000 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 69,400 2,013 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 17, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 68,040 1,973 0.02% 0.01% 124 0 0.0% Q4 2025 Feb 02, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 67,697 1,963 0.0% 0.0% 125 -21,893 -24.44% Q4 2025 Feb 10, 2026
Treasurer of the State of North Carolina History Reduced 66,707 1,935 0.01% 0.01% 126 -4,874 -6.81% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 66,654 1,932 0.02% 0.01% 127 -4,994 -6.97% Q4 2025 Feb 13, 2026
Mraz, Amerine & Associates, Inc. History Added to 64,228 1,862 0.28% 0.11% 128 +35,033 120.0% Q4 2025 Feb 06, 2026
HAHN CAPITAL MANAGEMENT LLC History Reduced 61,962 1,796 0.97% 0.75% 129 -3,800 -5.78% Q4 2025 Feb 25, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 61,187 1,774 0.0% 0.01% 130 -579,612 -90.45% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Reduced 59,939 1,738 0.03% 0.03% 131 -17,593 -22.69% Q4 2025 Feb 03, 2026
NATIXIS ADVISORS, LLC History Reduced 57,593 1,670 0.0% 0.0% 132 -9,071 -13.61% Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Reduced 46,262 1,655 0.01% 0.01% 133 -18,660 -28.74% Q4 2025 Feb 18, 2026
AMALGAMATED BANK History Added to 54,267 1,574 0.01% 0.01% 134 +6,706 14.1% Q4 2025 Feb 05, 2026
Cerity Partners LLC History Added to 51,694 1,499 0.0% 0.0% 135 +18,480 55.64% Q4 2025 Feb 11, 2026
Steadtrust LLC History New 50,400 1,461 0.9% 136 +50,400 New Q4 2025 Jan 21, 2026
BARCLAYS PLC History Reduced 50,375 1,460 0.0% 0.0% 137 -3,287 -6.13% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 49,232 1,427 0.0% 0.0% 138 -2,104 -4.1% Q4 2025 Feb 17, 2026
DELPHI MANAGEMENT INC /MA/ History New 49,094 1,424 1.39% 139 +49,094 New Q4 2025 Jan 21, 2026
Mariner, LLC History Added to 48,837 1,417 0.0% 0.0% 140 +8,195 20.16% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 46,996 1,362 0.0% 0.0% 141 +18,088 62.57% Q4 2025 Feb 13, 2026
Hikari Tsushin, Inc. History No change 45,403 1,316 0.09% 0.07% 142 0 0.0% Q4 2025 Feb 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 38,091 1,309 0.01% 0.01% 143 -5,506 -12.63% Q4 2025 Jan 21, 2026
Creative Planning History Added to 44,834 1,300 0.0% 0.0% 144 +8,721 24.15% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Reduced 44,821 1,299 0.03% 0.06% 145 -4,444 -9.02% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 44,614 1,294 0.0% 0.0% 146 +29,068 186.98% Q4 2025 Jan 26, 2026
Arizona State Retirement System History Reduced 43,860 1,271 0.01% 0.01% 147 -2,941 -6.28% Q4 2025 Jan 28, 2026
Atom Investors LP History Reduced 43,737 1,268 0.1% 0.26% 149 -100,544 -69.69% Q4 2025 Feb 17, 2026
Paragon Capital Management LLC History Reduced 43,730 1,268 0.64% 0.56% 148 -4,340 -9.03% Q4 2025 Feb 13, 2026
Versor Investments LP History Reduced 42,809 1,241 0.19% 0.19% 150 -102 -0.24% Q4 2025 Feb 04, 2026
IEQ CAPITAL, LLC History New 38,025 1,102 0.0% 151 +38,025 New Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 37,951 1,100 0.01% 0.0% 152 -1,089 -2.79% Q4 2025 Feb 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 37,772 1,096 0.01% 0.01% 153 -4,616 -10.89% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Reduced 36,872 1,071 0.0% 0.0% 154 -2,179 -5.58% Q4 2025 Mar 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 36,919 1,070 0.0% 155 +36,919 New Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 36,812 1,067 0.0% 0.0% 156 +8,812 31.47% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 36,284 1,052 0.0% 0.0% 157 +2,663 7.92% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Reduced 36,275 1,051 0.07% 0.07% 158 -3,728 -9.32% Q4 2025 Feb 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 35,831 1,039 0.0% 0.01% 159 -18,170 -33.65% Q4 2025 Jan 28, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 35,756 1,036 0.0% 0.0% 160 -99 -0.28% Q4 2025 Jan 15, 2026
Williams Jones Wealth Management, LLC. History Reduced 35,492 1,029 0.01% 0.01% 161 -1,217 -3.32% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History New 35,084 1,017 0.0% 163 +35,084 New Q4 2025 Feb 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 35,100 1,017 0.01% 0.01% 162 +600 1.74% Q4 2025 Feb 04, 2026
Brevan Howard Capital Management LP History New 35,018 1,016 0.01% 164 +35,018 New Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 35,061 1,016 0.0% 0.0% 165 +14,763 72.73% Q4 2025 Feb 13, 2026
TOWER BRIDGE ADVISORS History Reduced 34,182 991 0.1% 0.09% 166 -3,022 -8.12% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 33,438 969 0.0% 0.0% 167 +3,900 13.2% Q4 2025 Jan 27, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 33,224 963 0.0% 0.0% 168 -4,572 -12.1% Q4 2025 Jan 28, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 32,981 956 0.06% 170 +32,981 New Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 32,994 956 0.0% 0.0% 169 +24,900 307.64% Q4 2025 Feb 17, 2026
Oak Thistle LLC History New 32,956 955 0.13% 171 +32,956 New Q4 2025 Jan 21, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 31,935 926 0.0% 0.0% 172 +2,262 7.62% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 31,926 925 0.0% 173 +31,926 New Q4 2025 Feb 13, 2026
DBA TRADING, LLC History New 31,196 904 0.58% 174 +31,196 New Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History Added to 30,863 895 0.2% 0.07% 175 +12,405 67.21% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 30,550 886 0.0% 0.0% 176 -4,908 -13.84% Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History Added to 29,913 867 0.02% 0.01% 177 +462 1.57% Q4 2025 Feb 17, 2026
American Trust Investment Advisors, LLC History Reduced 29,175 846 0.45% 0.38% 178 -1,308 -4.29% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 29,126 844 0.0% 0.0% 179 +2,537 9.54% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Added to 26,869 779 0.02% 0.01% 180 +6,291 30.57% Q4 2025 Feb 12, 2026
SECURITY NATIONAL BANK OF SO DAK History Reduced 26,642 772 0.38% 0.32% 181 -144 -0.54% Q4 2025 Feb 13, 2026
SIT INVESTMENT ASSOCIATES INC History No change 26,202 760 0.93% 0.01% 182 0 0.0% Q4 2025 Feb 25, 2026
US BANCORP \DE\ History Reduced 25,600 742 0.0% 0.0% 183 -566 -2.16% Q4 2025 Jan 30, 2026
Pictet Asset Management Holding SA History Added to 25,252 732 0.0% 0.0% 184 +2,062 8.89% Q4 2025 Jan 29, 2026
Alpine Global Management, LLC History Reduced 25,000 725 0.16% 0.36% 185 -50,000 -66.67% Q4 2025 Feb 26, 2026
AlphaQuest LLC History No change 24,111 699 0.04% 0.04% 186 0 0.0% Q4 2025 Feb 09, 2026
Peak Asset Management, LLC History No change 24,000 696 0.12% 0.1% 187 0 0.0% Q4 2025 Feb 05, 2026
NEVILLE RODIE & SHAW INC History Reduced 23,928 694 0.05% 0.05% 188 -2,514 -9.51% Q4 2025 Jan 06, 2026
STEPHENS INC /AR/ History Reduced 22,555 654 0.01% 0.01% 189 -3,401 -13.1% Q4 2025 Feb 05, 2026
DOVER ADVISORS, LLC History Added to 22,219 644 0.25% 0.16% 190 +4,934 28.54% Q4 2025 Feb 10, 2026
Modera Wealth Management, LLC History Reduced 21,945 636 0.01% 0.01% 191 -815 -3.58% Q4 2025 Jan 21, 2026
GABELLI FUNDS LLC History New 21,388 620 0.0% 192 +21,388 New Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 21,274 616 0.0% 0.0% 193 -1,935 -8.34% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 21,175 614 0.0% 0.0% 194 +2,442 13.04% Q4 2025 Feb 11, 2026
Advisors Asset Management, Inc. History Reduced 21,078 611 0.01% 0.01% 195 -9,986 -32.15% Q4 2025 Feb 12, 2026
Magnetar Financial LLC History New 20,875 605 0.01% 196 +20,875 New Q4 2025 Feb 17, 2026
LATHROP INVESTMENT MANAGEMENT CO History Reduced 20,314 589 0.11% 0.1% 197 -2,503 -10.97% Q4 2025 Feb 09, 2026
Walleye Capital LLC History Reduced 20,111 583 0.0% 0.0% 198 -3,189 -13.69% Q4 2025 Feb 13, 2026
Qsemble Capital Management, LP History Reduced 20,136 583 0.05% 0.05% 199 -1,793 -8.18% Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Reduced 19,409 562 0.0% 0.0% 200 -2,205 -10.2% Q4 2025 Feb 12, 2026
Old West Investment Management, LLC History New 19,355 561 0.1% 202 +19,355 New Q4 2025 Feb 17, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 19,354 561 0.02% 0.02% 201 -8,718 -31.06% Q4 2025 Feb 11, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History Reduced 19,289 559 0.36% 0.3% 203 -42 -0.22% Q4 2025 Feb 13, 2026
Carlson Capital, L.P. History Reduced 19,000 551 0.2% 0.21% 204 -5,000 -20.83% Q4 2025 Feb 03, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 18,948 549 0.0% 0.0% 205 -740 -3.76% Q4 2025 Feb 17, 2026
Legal Advantage Investments, Inc. History New 18,900 548 0.25% 206 +18,900 New Q4 2025 Jan 14, 2026
CIBC Asset Management Inc History Added to 18,886 547 0.0% 0.0% 207 +4,906 35.09% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Added to 18,874 547 0.0% 0.0% 208 +237 1.27% Q4 2025 Feb 13, 2026
OXFORD ASSET MANAGEMENT LLP History New 18,629 540 0.22% 209 +18,629 New Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 18,521 537 0.0% 0.0% 210 -716 -3.72% Q4 2025 Feb 02, 2026
Bridgewater Associates, LP History New 18,251 529 0.0% 211 +18,251 New Q4 2025 Feb 13, 2026
ASO GROUP Ltd History New 17,724 514 0.2% 213 +17,724 New Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 17,751 514 0.01% 0.0% 212 +1,999 12.69% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 17,578 509 0.01% 0.0% 214 +7,617 76.47% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 17,521 508 0.01% 0.0% 215 +349 2.03% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 17,306 502 0.0% 0.0% 216 -356 -2.02% Q4 2025 Feb 05, 2026
LuminArx Capital Management LP History New 125,100 492 0.46% 217 +125,100 New Q4 2025 Feb 17, 2026
Intrinsic Value Partners, LLC History No change 16,679 483 0.36% 0.32% 218 0 0.0% Q4 2025 Jan 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 16,511 478 0.0% 0.0% 219 -1,260 -7.09% Q4 2025 Feb 12, 2026
Impact Partnership Wealth, LLC History New 16,314 473 0.06% 220 +16,314 New Q4 2025 Feb 10, 2026
Gryphon Financial Partners LLC History New 16,285 472 0.05% 221 +16,285 New Q4 2025 Jan 08, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 16,137 467 0.02% 0.02% 222 0 0.0% Q4 2025 Feb 09, 2026
PROFUND ADVISORS LLC History New 15,771 457 0.01% 223 +15,771 New Q4 2025 Feb 06, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 15,690 455 0.05% 0.04% 224 +1,974 14.39% Q4 2025 Jan 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 15,502 452 0.0% 225 +15,502 New Q4 2025 Feb 18, 2026
MACKENZIE FINANCIAL CORP History New 15,479 452 0.0% 226 +15,479 New Q4 2025 Feb 18, 2026
Summit Financial, LLC History Reduced 15,175 440 0.01% 0.01% 227 -12 -0.08% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 14,640 424 0.0% 0.0% 228 +638 4.56% Q4 2025 Feb 06, 2026
First Bank & Trust History Reduced 14,166 410 0.07% 0.06% 229 -62 -0.44% Q4 2025 Jan 12, 2026
FIRST MANHATTAN CO. LLC. History Reduced 14,117 409 0.0% 0.0% 230 -83 -0.58% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 13,525 392 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 13, 2026
Granite Investment Partners, LLC History Reduced 13,248 384 0.02% 0.02% 232 -1,510 -10.23% Q4 2025 Feb 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 13,195 382 0.01% 0.01% 233 -668 -4.82% Q4 2025 Jan 27, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 13,054 378 0.01% 0.01% 234 -2 -0.02% Q4 2025 Feb 13, 2026
Marex Group plc History New 13,002 377 0.0% 235 +13,002 New Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 12,623 366 0.0% 0.0% 236 -884 -6.54% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Reduced 12,458 361 0.0% 0.0% 237 -1,187 -8.7% Q4 2025 Jan 12, 2026
Advyzon Investment Management, LLC History Added to 12,276 356 0.04% 0.04% 238 +1,795 17.13% Q4 2025 Feb 13, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 12,076 350 0.02% 0.02% 239 0 0.0% Q4 2025 Jan 07, 2026
BCS Private Wealth Management, Inc. History Added to 11,999 347 0.12% 0.1% 240 +575 5.03% Q4 2025 Jan 26, 2026
FRANKLIN RESOURCES INC History Added to 11,933 346 0.0% 0.0% 241 +2,898 32.08% Q4 2025 Feb 11, 2026
State of Wyoming History Added to 11,916 345 0.04% 0.01% 242 +9,120 326.18% Q4 2025 Feb 11, 2026
Caldwell Investment Management Ltd. History New 11,669 341 0.21% 243 +11,669 New Q4 2025 Feb 11, 2026
Penserra Capital Management LLC History New 11,268 326 0.0% 244 +11,268 New Q4 2025 Feb 12, 2026
Lipe & Dalton History Reduced 10,916 317 0.16% 0.13% 245 -212 -1.91% Q4 2025 Jan 26, 2026
SHUFRO ROSE & CO LLC History Reduced 10,869 315 0.02% 0.02% 246 -1,685 -13.42% Q4 2025 Feb 09, 2026
Y-Intercept (Hong Kong) Ltd History New 10,497 304 0.01% 247 +10,497 New Q4 2025 Feb 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 10,457 303 0.0% 0.0% 248 0 0.0% Q4 2025 Feb 17, 2026
M&T BANK CORP History Added to 10,067 291 0.0% 0.0% 249 +1,536 18.0% Q4 2025 Jan 30, 2026
Symmetry Investments LP History New 10,000 290 0.03% 251 +10,000 New Q4 2025 Feb 17, 2026
ARS Investment Partners, LLC History Added to 10,000 290 0.02% 0.01% 250 +1,000 11.11% Q4 2025 Feb 05, 2026
BROWN ADVISORY INC History Reduced 9,949 288 0.0% 0.0% 252 -202 -1.99% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 9,848 285 0.0% 253 +9,848 New Q4 2025 Feb 05, 2026
SFMG, LLC History Reduced 9,772 283 0.02% 0.02% 254 -1,880 -16.13% Q4 2025 Feb 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 9,600 278 0.0% 255 +9,600 New Q4 2025 Feb 04, 2026
GUGGENHEIM CAPITAL LLC History New 9,439 273 0.0% 256 +9,439 New Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 9,423 273 0.01% 0.01% 257 +721 8.29% Q4 2025 Jan 26, 2026
Ensign Peak Advisors, Inc History Reduced 9,386 272 0.0% 0.0% 258 -20,600 -68.7% Q4 2025 Feb 12, 2026
Caprock Group, LLC History New 9,310 269 0.01% 259 +9,310 New Q4 2025 Jan 28, 2026
Comprehensive Financial Planning, Inc./PA History New 8,830 256 0.17% 260 +8,830 New Q4 2025 Feb 11, 2026
SYON CAPITAL LLC History No change 8,727 253 0.01% 0.01% 261 0 0.0% Q4 2025 Feb 11, 2026
Aberdeen Wealth Management LLC History No change 8,643 250 0.12% 0.13% 262 0 0.0% Q4 2025 Feb 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 8,515 246 0.0% 0.0% 263 -2,121 -19.94% Q4 2025 Feb 17, 2026
XPONANCE LLC History New 8,438 244 0.0% 264 +8,438 New Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History New 8,382 243 0.0% 265 +8,382 New Q4 2025 Jan 29, 2026
Utah Retirement Systems History New 8,339 241 0.0% 266 +8,339 New Q4 2025 Feb 17, 2026
Janney Capital Management LLC History New 8,306 241 0.02% 267 +8,306 New Q4 2025 Feb 11, 2026
WEXFORD CAPITAL LP History New 8,251 239 0.05% 268 +8,251 New Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History New 8,199 237 0.0% 269 +8,199 New Q4 2025 Feb 10, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 8,155 236 0.0% 0.0% 271 -816 -9.1% Q4 2025 Jan 28, 2026
Lido Advisors, LLC History Added to 9,849 236 0.0% 0.0% 270 +60 0.61% Q4 2025 Feb 10, 2026
Washington Trust Advisors, Inc. History Reduced 8,130 235 0.02% 0.01% 272 -133 -1.61% Q4 2025 Feb 03, 2026
CX Institutional History Reduced 7,940 230 0.01% 0.01% 273 -135 -1.67% Q4 2025 Feb 02, 2026
Smithfield Trust Co History No change 7,890 229 0.01% 0.01% 274 0 0.0% Q4 2025 Feb 09, 2026
FRG Family Wealth Advisors LLC History New 7,864 228 0.04% 275 +7,864 New Q4 2025 Jan 21, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 7,806 226 0.02% 276 +7,806 New Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 7,689 222 0.0% 277 +7,689 New Q4 2025 Jan 30, 2026
Machina Capital S.A.S. History New 7,483 217 0.04% 278 +7,483 New Q4 2025 Feb 10, 2026
Summit Trail Advisors, LLC History New 7,444 215 0.0% 279 +7,444 New Q4 2025 Feb 17, 2026
SAGE RHINO CAPITAL LLC History New 7,336 212 0.04% 280 +7,336 New Q4 2025 Jan 30, 2026
FOX RUN MANAGEMENT, L.L.C. History New 7,248 210 0.03% 281 +7,248 New Q4 2025 Feb 11, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 7,214 209 0.0% 282 +7,214 New Q4 2025 Feb 17, 2026
Formidable Asset Management, LLC History New 7,163 207 0.03% 283 +7,163 New Q4 2025 Jan 16, 2026
Swiss Life Asset Management Ltd History New 7,085 205 0.0% 284 +7,085 New Q4 2025 Feb 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 6,952 201 0.0% 285 +6,952 New Q4 2025 Feb 17, 2026
BOK Financial Private Wealth, Inc. History Reduced 6,910 200 0.01% 0.01% 286 -178 -2.51% Q4 2025 Feb 06, 2026
KBC Group NV History Reduced 5,848 170 0.0% 0.0% 287 -278 -4.54% Q4 2025 Jan 26, 2026
GAMMA Investing LLC History Added to 5,305 153 0.01% 0.01% 288 +284 5.66% Q4 2025 Jan 05, 2026
Rockefeller Capital Management L.P. History Reduced 4,412 127 0.0% 0.0% 289 -1,279 -22.47% Q4 2025 Mar 16, 2026
Arax Advisory Partners History Reduced 4,361 126 0.0% 0.0% 290 -3,399 -43.8% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 4,196 121 0.0% 0.0% 291 +32 0.77% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Reduced 4,140 120 0.0% 0.0% 292 -28 -0.67% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 4,001 116 0.0% 0.0% 293 +111 2.85% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History New 3,962 114 0.0% 294 +3,962 New Q4 2025 Feb 02, 2026
WHITTIER TRUST CO History Reduced 3,614 113 0.0% 0.0% 295 -385 -9.63% Q4 2025 Jan 26, 2026
STRS OHIO History Added to 3,814 110 0.0% 0.0% 296 +7 0.18% Q4 2025 Feb 02, 2026
Kestra Advisory Services, LLC History New 3,690 107 0.0% 297 +3,690 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 3,139 91 0.0% 0.0% 298 -2,161 -40.77% Q4 2025 Feb 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,174 76 0.0% 0.0% 299 0 0.0% Q4 2025 Jan 28, 2026
FIFTH THIRD BANCORP History Added to 2,589 75 0.0% 0.0% 300 +249 10.64% Q4 2025 Feb 02, 2026
MetLife Investment Management, LLC History Reduced 2,606 75 0.0% 0.0% 301 -49 -1.85% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,384 69 0.01% 302 +2,384 New Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 2,390 69 0.0% 0.0% 303 -502 -17.36% Q4 2025 Jan 23, 2026
SIGNATUREFD, LLC History Added to 2,343 67 0.0% 0.0% 304 +145 6.6% Q4 2025 Jan 20, 2026
Smartleaf Asset Management LLC History Added to 2,273 66 0.0% 0.0% 305 +131 6.12% Q4 2025 Feb 13, 2026
Quarry LP History Added to 2,063 59 0.01% 0.0% 306 +1,397 209.76% Q4 2025 Feb 13, 2026
HM PAYSON & CO History Added to 1,941 56 0.0% 0.0% 307 +715 58.32% Q4 2025 Feb 12, 2026
Vermillion & White Wealth Management Group, LLC History No change 1,905 55 0.03% 0.03% 308 0 0.0% Q4 2025 Feb 18, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,824 53 0.0% 0.0% 309 +514 39.24% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 1,853 53 0.0% 0.0% 310 +481 35.06% Q4 2025 Feb 06, 2026
Asset Planning,Inc History No change 1,793 51 0.04% 0.03% 311 0 0.0% Q4 2025 Feb 03, 2026
BESSEMER GROUP INC History Reduced 1,739 50 0.0% 0.0% 312 -82 -4.5% Q4 2025 Feb 05, 2026
ATLAS CAPITAL ADVISORS INC. History New 1,662 48 0.01% 313 +1,662 New Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 1,363 47 0.0% 0.0% 314 +425 45.31% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 1,539 44 0.0% 0.0% 315 +133 9.46% Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History Reduced 1,485 43 0.0% 0.0% 316 -360 -19.51% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,449 42 0.0% 0.0% 317 0 0.0% Q4 2025 Feb 10, 2026
Salomon & Ludwin, LLC History Added to 1,305 41 0.0% 0.0% 318 +648 98.63% Q4 2025 Jan 28, 2026
Atlantic Union Bankshares Corp History Reduced 1,377 39 0.0% 0.0% 319 -98 -6.64% Q4 2025 Feb 04, 2026
FINANCIAL CONSULATE, INC History New 1,300 37 0.01% 320 +1,300 New Q4 2025 Jan 22, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,208 35 0.0% 0.0% 321 0 0.0% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,081 34 0.0% 0.0% 322 0 0.0% Q4 2025 Jan 26, 2026
Korea Investment CORP History No change 1,166 33 0.0% 0.0% 323 0 0.0% Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 1,055 30 0.0% 0.0% 324 -79 -6.97% Q4 2025 Jan 14, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,032 29 0.0% 0.0% 325 -346 -25.11% Q4 2025 Feb 17, 2026
Quent Capital, LLC History Added to 858 24 0.0% 0.0% 326 +33 4.0% Q4 2025 Jan 29, 2026
Keating Financial Advisory Services, Inc. History New 802 23 0.0% 329 +802 New Q4 2025 Feb 09, 2026
Blue Trust, Inc. History Reduced 794 23 0.0% 0.0% 328 -410 -34.05% Q4 2025 Jan 16, 2026
Clearstead Advisors, LLC History Reduced 804 23 0.0% 0.0% 327 -113 -12.32% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 757 21 0.0% 0.0% 330 -272 -26.43% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Added to 754 21 0.0% 0.0% 332 +198 35.61% Q4 2025 Feb 12, 2026
BDF-GESTION History Reduced 752 21 0.0% 0.0% 331 -51 -6.35% Q4 2025 Jan 09, 2026
Chung Wu Investment Group, LLC History No change 744 21 0.02% 0.01% 333 0 0.0% Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Reduced 694 20 0.0% 0.0% 335 -99 -12.48% Q4 2025 Feb 10, 2026
First Command Advisory Services, Inc. History No change 695 20 0.0% 0.0% 334 0 0.0% Q4 2025 Feb 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 893 19 0.0% 336 +893 New Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Reduced 677 19 0.0% 0.0% 337 -101 -12.98% Q4 2025 Feb 17, 2026
Pinnacle Bancorp, Inc. History Reduced 680 19 0.01% 0.0% 338 -4 -0.58% Q4 2025 Jan 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 626 18 0.0% 339 +626 New Q4 2025 Jan 21, 2026
Parvin Asset Management, LLC History Added to 643 18 0.01% 0.01% 341 +100 18.42% Q4 2025 Feb 17, 2026
Evolution Advisers, Inc. History No change 636 18 0.01% 0.01% 340 0 0.0% Q4 2025 Jan 23, 2026
NewEdge Advisors, LLC History Reduced 598 17 0.0% 0.0% 342 -3 -0.5% Q4 2025 Feb 18, 2026
Parkside Financial Bank & Trust History Reduced 572 16 0.0% 0.0% 344 -17 -2.89% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History No change 566 16 0.0% 0.0% 343 0 0.0% Q4 2025 Jan 26, 2026
ROTHSCHILD INVESTMENT LLC History Added to 525 15 0.0% 0.0% 345 +385 275.0% Q4 2025 Feb 10, 2026
Colonial Trust Advisors History Added to 538 15 0.0% 0.0% 346 +55 11.39% Q4 2025 Feb 12, 2026
TD Waterhouse Canada Inc. History Reduced 530 15 0.0% 0.0% 348 -49 -8.46% Q4 2025 Jan 27, 2026
N.E.W. Advisory Services LLC History No change 542 15 0.0% 0.0% 347 0 0.0% Q4 2025 Jan 28, 2026
SFAM, LLC History New 487 14 0.01% 350 +487 New Q4 2025 Feb 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 511 14 0.0% 0.01% 349 +246 92.83% Q4 2025 Jan 20, 2026
Global Wealth Strategies & Associates History No change 493 14 0.0% 0.0% 351 0 0.0% Q4 2025 Jan 02, 2026
Mendota Financial Group, LLC History No change 515 14 0.01% 0.01% 352 0 0.0% Q4 2025 Jan 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 484 14 0.0% 0.0% 353 0 0.0% Q4 2025 Jan 22, 2026
IFP Advisors, Inc History Added to 432 12 0.0% 0.0% 354 +106 32.52% Q4 2025 Feb 06, 2026
Covestor Ltd History No change 409 12 0.01% 0.01% 355 0 0.0% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Added to 354 10 0.0% 0.0% 358 +71 25.09% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History Added to 364 10 0.0% 0.0% 359 +56 18.18% Q4 2025 Jan 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 369 10 0.01% 0.01% 356 0 0.0% Q4 2025 Jan 08, 2026
Winch Advisory Services, LLC History No change 365 10 0.0% 0.0% 357 0 0.0% Q4 2025 Feb 03, 2026
Y.D. More Investments Ltd History Reduced 338 9 0.0% 0.0% 361 -182 -35.0% Q4 2025 Jan 21, 2026
Moisand Fitzgerald Tamayo, LLC History No change 314 9 0.0% 0.0% 360 0 0.0% Q4 2025 Jan 14, 2026
LRI Investments, LLC History No change 332 9 0.0% 0.0% 362 0 0.0% Q4 2025 Feb 04, 2026
Murphy & Mullick Capital Management Corp History Reduced 283 8 0.01% 0.01% 363 -93 -24.73% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History No change 288 8 0.0% 0.0% 364 0 0.0% Q4 2025 Feb 12, 2026
Laurel Wealth Advisors LLC History New 275 7 0.0% 368 +275 New Q4 2025 Jan 30, 2026
Torren Management, LLC History New 243 7 0.0% 369 +243 New Q4 2025 Jan 30, 2026
AdvisorNet Financial, Inc History Added to 257 7 0.0% 365 +235 1068.18% Q4 2025 Jan 20, 2026
Oakworth Capital, Inc. History No change 271 7 0.0% 0.0% 366 0 0.0% Q4 2025 Jan 30, 2026
Steigerwald, Gordon & Koch Inc. History No change 272 7 0.0% 0.0% 367 0 0.0% Q4 2025 Jan 23, 2026
Glen Eagle Advisors, LLC History Reduced 226 6 0.0% 0.0% 374 -6 -2.59% Q4 2025 Feb 13, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 212 6 0.0% 0.0% 370 0 0.0% Q4 2025 Jan 27, 2026
Perkins Coie Trust Co History No change 219 6 0.0% 0.0% 371 0 0.0% Q4 2025 Jan 12, 2026
DT Investment Partners, LLC History No change 230 6 0.0% 0.0% 372 0 0.0% Q4 2025 Feb 10, 2026
Financial Management Professionals, Inc. History No change 228 6 0.0% 0.0% 373 0 0.0% Q4 2025 Jan 27, 2026
CENTRAL TRUST Co History Reduced 194 5 0.0% 0.0% 375 -1,340 -87.35% Q4 2025 Feb 02, 2026
DV Trading LLC History New 188 5 0.0% 379 +188 New Q4 2025 Feb 17, 2026
Elevated Capital Advisors, LLC History New 177 5 0.0% 381 +177 New Q4 2025 Jan 27, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 169 5 0.0% 0.0% 376 -1 -0.59% Q4 2025 Jan 20, 2026
MassMutual Private Wealth & Trust, FSB History No change 195 5 0.0% 0.0% 377 0 0.0% Q4 2025 Jan 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 170 5 0.0% 0.0% 378 0 0.0% Q4 2025 Feb 03, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 197 5 0.0% 0.0% 380 0 0.0% Q4 2025 Jan 23, 2026
Cromwell Holdings LLC History No change 184 5 0.0% 0.0% 382 0 0.0% Q4 2025 Jan 20, 2026
Sachetta, LLC History No change 194 5 0.0% 0.0% 383 0 0.0% Q4 2025 Feb 02, 2026
Versant Capital Management, Inc History Reduced 171 4 0.0% 0.0% 386 -171 -50.0% Q4 2025 Jan 08, 2026
Golden State Wealth Management, LLC History Reduced 161 4 0.0% 0.0% 388 -111 -40.81% Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 169 4 0.0% 0.0% 389 +103 156.06% Q4 2025 Jan 08, 2026
ASSETMARK, INC History Added to 142 4 0.0% 0.0% 384 +26 22.41% Q4 2025 Jan 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 144 4 0.0% 0.0% 385 -1 -0.69% Q4 2025 Feb 05, 2026
Geneos Wealth Management Inc. History No change 170 4 0.0% 0.0% 387 0 0.0% Q4 2025 Jan 28, 2026
Atlantic Edge Private Wealth Management, LLC History No change 164 4 0.0% 0.0% 390 0 0.0% Q4 2025 Jan 27, 2026
BankPlus Trust Department History Reduced 110 3 0.0% 0.0% 399 -334 -75.23% Q4 2025 Jan 27, 2026
Garton & Associates Financial Advisors LLC History New 107 3 0.0% 401 +107 New Q4 2025 Feb 18, 2026
HUNTINGTON NATIONAL BANK History Reduced 125 3 0.0% 0.0% 391 -72 -36.55% Q4 2025 Feb 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 135 3 0.0% 0.0% 393 -41 -23.3% Q4 2025 Feb 03, 2026
Ramirez Asset Management, Inc. History Reduced 106 3 0.0% 0.0% 398 -36 -25.35% Q4 2025 Feb 11, 2026
GODSEY & GIBB, INC History No change 106 3 0.0% 0.0% 392 0 0.0% Q4 2025 Jan 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 106 3 0.0% 0.0% 394 0 0.0% Q4 2025 Jan 07, 2026
Grove Bank & Trust History No change 108 3 0.0% 0.0% 395 0 0.0% Q4 2025 Jan 08, 2026
McIlrath & Eck, LLC History No change 136 3 0.0% 0.0% 396 0 0.0% Q4 2025 Feb 03, 2026
ORG Partners LLC History No change 130 3 0.0% 0.0% 397 0 0.0% Q4 2025 Jan 14, 2026
Roxbury Financial LLC History No change 118 3 0.0% 0.0% 400 0 0.0% Q4 2025 Jan 05, 2026
MACQUARIE GROUP LTD History Reduced 79 2 0.0% 0.0% 402 -302 -79.27% Q4 2025 Feb 13, 2026
Arlington Trust Co LLC History New 100 2 0.0% 408 +100 New Q4 2025 Jan 30, 2026
Meramec Financial Planners, LLC History New 61 2 0.0% 414 +61 New Q4 2025 Feb 10, 2026
Bank of Jackson Hole Trust History Reduced 78 2 0.0% 0.0% 410 -44 -36.07% Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Added to 69 2 0.0% 0.0% 407 +24 53.33% Q4 2025 Feb 03, 2026
Aventus Investment Advisors, Inc. History Reduced 74 2 0.0% 0.0% 413 -7 -8.64% Q4 2025 Jan 14, 2026
Private Wealth Management Group, LLC History Reduced 100 2 0.0% 0.0% 409 -6 -5.66% Q4 2025 Jan 23, 2026
Hughes Financial Services, LLC History Added to 69 2 0.0% 0.0% 412 +1 1.47% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History No change 92 2 0.0% 0.0% 403 0 0.0% Q4 2025 Jan 26, 2026
Anchor Investment Management, LLC History No change 87 2 0.0% 0.0% 404 0 0.0% Q4 2025 Feb 26, 2026
Centerpoint Advisors, LLC History No change 69 2 0.0% 0.0% 405 0 0.0% Q4 2025 Feb 13, 2026
Rosenberg Matthew Hamilton History No change 99 2 0.0% 0.0% 406 0 0.0% Q4 2025 Jan 05, 2026
Crews Bank & Trust History No change 100 2 0.0% 0.0% 411 0 0.0% Q4 2025 Jan 21, 2026
FNY Investment Advisers, LLC History Reduced 45 1 0.0% 0.02% 421 -2,355 -98.13% Q4 2025 Jan 16, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 64 1 0.0% 427 +64 New Q4 2025 Jan 28, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 57 1 0.0% 0.0% 416 -42 -42.42% Q4 2025 Jan 22, 2026
Capital Analysts, LLC History Reduced 40 1 0.0% 0.0% 419 -38 -48.72% Q4 2025 Feb 11, 2026
Nvest Wealth Strategies, Inc. History New 37 1 0.0% 429 +37 New Q4 2025 Jan 28, 2026
Rakuten Securities, Inc. History Reduced 41 1 0.0% 0.0% 426 -33 -44.59% Q4 2025 Jan 29, 2026
Minot DeBlois Advisors LLC History Reduced 54 1 0.0% 0.0% 418 -25 -31.65% Q4 2025 Feb 13, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 35 1 0.0% 420 -1 -2.78% Q4 2025 Feb 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 53 1 0.0% 0.0% 415 0 0.0% Q4 2025 Jan 23, 2026
North Star Investment Management Corp. History No change 39 1 0.0% 417 0 0.0% Q4 2025 Jan 30, 2026
Kozak & Associates, Inc. History No change 44 1 0.0% 422 0 0.0% Q4 2025 Jan 12, 2026
High Note Wealth, LLC History No change 63 1 0.0% 0.0% 423 0 0.0% Q4 2025 Feb 05, 2026
Bell Investment Advisors, Inc History No change 60 1 0.0% 0.0% 424 0 0.0% Q4 2025 Feb 24, 2026
Bruce G. Allen Investments, LLC History No change 40 1 0.0% 425 0 0.0% Q4 2025 Feb 10, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 53 1 0.0% 0.0% 428 0 0.0% Q4 2025 Feb 13, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.28% -3,007,750 -100.0% Q3 2025 Nov 10, 2025
Freestone Grove Partners LP History Closed out 0 0 0.37% -2,051,859 -100.0% Q3 2025 Nov 14, 2025
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History Closed out 0 0 1.5% -1,139,112 -100.0% Q3 2025 Nov 14, 2025
Voss Capital, LP History Closed out 0 0 0.74% -625,000 -100.0% Q3 2025 Nov 20, 2025
BW Gestao de Investimentos Ltda. History Closed out 0 0 0.54% -511,477 -100.0% Q3 2025 Nov 13, 2025
Trexquant Investment LP History Closed out 0 0 0.06% -255,748 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 0.02% -186,223 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.03% -125,542 -100.0% Q3 2025 Nov 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.09% -95,866 -100.0% Q3 2025 Nov 17, 2025
Illinois Municipal Retirement Fund History Closed out 0 0 0.03% -82,628 -100.0% Q3 2025 Nov 06, 2025
OPPENHEIMER & CO INC History Closed out 0 0 0.02% -75,483 -100.0% Q3 2025 Nov 06, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 7.53% -67,733 -100.0% Q3 2025 Dec 09, 2025
Kerrisdale Advisers, LLC History Closed out 0 0 0.49% -39,520 -100.0% Q3 2025 Nov 14, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.35% -38,211 -100.0% Q3 2025 Nov 13, 2025
Massar Capital Management, LP History Closed out 0 0 0.1% -33,183 -100.0% Q3 2025 Nov 14, 2025
Sciencast Management LP History Closed out 0 0 0.13% -29,673 -100.0% Q3 2025 Nov 12, 2025
IAT REINSURANCE CO LTD. History Closed out 0 0 0.12% -24,693 -100.0% Q3 2025 Nov 10, 2025
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 0.2% -23,438 -100.0% Q3 2025 Oct 23, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.05% -23,285 -100.0% Q3 2025 Nov 07, 2025
Counterpoint Mutual Funds LLC History Closed out 0 0 0.04% -21,913 -100.0% Q3 2025 Nov 10, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -20,061 -100.0% Q3 2025 Nov 14, 2025
Entropy Technologies, LP History Closed out 0 0 0.03% -14,570 -100.0% Q3 2025 Nov 13, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 0.0% -12,116 -100.0% Q3 2025 Nov 06, 2025
COMMERCE BANK History Closed out 0 0 0.0% -11,534 -100.0% Q3 2025 Nov 12, 2025
Quantessence Capital LLC History Closed out 0 0 0.08% -10,879 -100.0% Q3 2025 Nov 14, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.05% -10,848 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -10,449 -100.0% Q3 2025 Nov 14, 2025
FourThought Financial Partners, LLC History Closed out 0 0 0.02% -9,379 -100.0% Q3 2025 Nov 13, 2025
Coastal Bridge Advisors, LLC History Closed out 0 0 0.02% -8,505 -100.0% Q3 2025 Nov 03, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -7,954 -100.0% Q3 2025 Nov 10, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.04% -2,931 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -2,542 -100.0% Q3 2025 Nov 18, 2025
Plante Moran Financial Advisors, LLC History Closed out 0 0 0.0% -1,990 -100.0% Q3 2025 Nov 05, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 0.0% -1,892 -100.0% Q3 2025 Oct 06, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -1,734 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -1,349 -100.0% Q3 2025 Oct 21, 2025
NATIXIS History Closed out 0 0 0.0% -423 -100.0% Q3 2025 Nov 14, 2025
CULLEN/FROST BANKERS, INC. History Reduced 2 0 0.0% -135 -98.54% Q4 2025 Feb 06, 2026
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -133 -100.0% Q3 2025 Nov 03, 2025
TruNorth Capital Management, LLC History Closed out 0 0 0.0% -106 -100.0% Q3 2025 Oct 21, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -88 -100.0% Q3 2025 Nov 06, 2025
Hilltop National Bank History Reduced 15 0 0.0% -83 -84.69% Q4 2025 Jan 07, 2026
Wiser Advisor Group LLC History Reduced 13 0 0.0% -79 -85.87% Q4 2025 Feb 09, 2026
FIRST FINANCIAL CORP /IN/ History Closed out 0 0 0.0% -79 -100.0% Q3 2025 Oct 09, 2025
RMG Wealth Management LLC History Closed out 0 0 -43 -100.0% Q3 2025 Oct 30, 2025
Clearstead Trust, LLC History Closed out 0 0 -40 -100.0% Q3 2025 Nov 10, 2025
EASTERN BANK History Reduced 21 0 0.0% -38 -64.41% Q4 2025 Jan 14, 2026
Deseret Mutual Benefit Administrators History Closed out 0 0 -36 -100.0% Q3 2025 Oct 31, 2025
MidFirst Bank History New 33 0 +33 New Q4 2025 Feb 25, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -33 -100.0% Q3 2025 Nov 12, 2025
HARBOUR INVESTMENTS, INC. History Reduced 2 0 -29 -93.55% Q4 2025 Feb 09, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Closed out 0 0 -27 -100.0% Q3 2025 Oct 09, 2025
Ankerstar Wealth, LLC History New 25 0 +25 New Q4 2025 Feb 12, 2026
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 -24 -100.0% Q3 2025 Nov 14, 2025
Trust Co History Closed out 0 0 -20 -100.0% Q3 2025 Oct 06, 2025
Johnson Financial Group, Inc. History Closed out 0 0 -19 -100.0% Q3 2025 Nov 13, 2025
TRUST CO OF VERMONT History Closed out 0 0 -18 -100.0% Q3 2025 Oct 14, 2025
Horizon Investments, LLC History Closed out 0 0 -16 -100.0% Q3 2025 Nov 14, 2025
SJS Investment Consulting Inc. History New 15 0 +15 New Q4 2025 Jan 21, 2026
SWAN Capital LLC History Added to 16 0 +15 1500.0% Q4 2025 Feb 12, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 5 0 -15 -75.0% Q4 2025 Jan 16, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 12 0 +12 New Q4 2025 Feb 11, 2026
VIRTUS ADVISERS, LLC History Closed out 0 0 -12 -100.0% Q3 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 11 0 +11 New Q4 2025 Feb 05, 2026
Fairway Wealth LLC History New 10 0 +10 New Q4 2025 Jan 28, 2026
Whipplewood Advisors, LLC History New 7 0 +7 New Q4 2025 Feb 17, 2026
Manchester Capital Management LLC History Added to 14 0 +4 40.0% Q4 2025 Feb 11, 2026
Dunhill Financial, LLC History Added to 7 0 +4 133.33% Q4 2025 Jan 29, 2026
Wilkerson Advisory Group LLC History New 4 0 +4 New Q4 2025 Feb 13, 2026
Strengthening Families & Communities, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 04, 2025
Kingdom Financial Group LLC. History New 2 0 +2 New Q4 2025 Feb 06, 2026
UNION SAVINGS BANK History New 2 0 +2 New Q4 2025 Mar 06, 2026
Signature Equity Partners, LLC History New 2 0 +2 New Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Added to 3 0 +1 50.0% Q4 2025 Feb 13, 2026
Scarborough Advisors, LLC History Reduced 1 0 -1 -50.0% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 1 0 +1 New Q4 2025 Feb 17, 2026
Dynamic Wealth Strategies, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 29, 2025
Activest Wealth Management History Closed out 0 0 -1 -100.0% Q3 2025 Nov 03, 2025
FIRST HORIZON CORP History No change 1 0 0 0.0% Q4 2025 Jan 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 4 0 0 0.0% Q4 2025 Feb 11, 2026
SouthState Bank Corp History No change 18 0 0 0.0% Q4 2025 Feb 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 33 0 0 0.0% Q4 2025 Feb 06, 2026
NBT BANK N A /NY History No change 12 0 0 0.0% Q4 2025 Jan 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 8 0 0 0.0% Q4 2025 Feb 13, 2026
IMA Advisory Services, Inc. History No change 7 0 0 0.0% Q4 2025 Feb 11, 2026
TD Capital Management LLC History No change 18 0 0 0.0% Q4 2025 Feb 26, 2026
Leonteq Securities AG History No change 19 0 0 0.0% Q4 2025 Feb 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 8 0 0 0.0% Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History No change 27 0 0 0.0% Q4 2025 Jan 14, 2026
Sunbelt Securities, Inc. History No change 1 0 0 0.0% Q4 2025 Feb 20, 2026
Financial Gravity Asset Management, Inc. History No change 24 0 0 0.0% Q4 2025 Feb 13, 2026
Costello Asset Management, INC History No change 1 0 0 0.0% Q4 2025 Feb 03, 2026
Prestige Wealth Management Group LLC History No change 14 0 0 0.0% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History No change 7 0 0 0.0% Q4 2025 Jan 29, 2026
CVA Family Office, LLC History No change 29 0 0 0.0% Q4 2025 Jan 12, 2026
Archer Investment Corp History No change 3 0 0 0.0% Q4 2025 Jan 30, 2026
Cornerstone Planning Group LLC History No change 6 0 0 0.0% Q4 2025 Feb 02, 2026
Team Financial Group, LLC History No change 21 0 0 0.0% Q4 2025 Jan 13, 2026
SOA Wealth Advisors, LLC. History No change 3 0 0 0.0% Q4 2025 Jan 20, 2026
Private Wealth Asset Management, LLC History No change 2 0 0 0.0% Q4 2025 Feb 10, 2026
Morton Brown Family Wealth, LLC History No change 4 0 0 0.0% Q4 2025 Jan 28, 2026
Red Tortoise LLC History No change 23 0 0 0.0% Q4 2025 Jan 22, 2026
Abound Wealth Management History No change 8 0 0 0.0% Q4 2025 Jan 12, 2026
Park Place Capital Corp History No change 2 0 0 0.0% Q4 2025 Jan 09, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 10 0 0 0.0% Q4 2025 Feb 09, 2026
Cetera Trust Company, N.A History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
Clayton Financial Group LLC History No change 27 0 0 0.0% Q4 2025 Jan 21, 2026
Wealth Watch Advisors, INC History No change 13 0 0 0.0% Q4 2025 Feb 17, 2026
Rialto Wealth Management, LLC History No change 27 0 0 0.0% Q4 2025 Jan 12, 2026
WINNOW WEALTH LLC History No change 1 0 0 0.0% Q4 2025 Feb 11, 2026