Brookfield Renewable Partners L.P. - BEP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 41 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
BROOKFIELD Corp /ON/ History Added to 81,306,719 2,192,842 2.72% 2.23% 1 +6,967,670 9.37% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 18,438,900 497,297 0.08% 2 +18,438,900 New Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 10,305,148 277,929 0.14% 0.13% 3 +177,599 1.75% Q4 2025 Feb 02, 2026
FIL Ltd History Reduced 8,975,587 242,544 0.18% 0.18% 4 -59,107 -0.65% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 8,394,947 226,858 0.08% 0.07% 5 +1,415,989 20.29% Q4 2025 Feb 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 4,867,084 131,265 0.29% 0.13% 6 +2,732,542 128.02% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History Reduced 4,567,224 123,488 0.3% 0.34% 7 -23,348 -0.51% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 4,029,046 108,663 0.01% 0.0% 8 +1,189,130 41.87% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 2,989,622 80,809 0.13% 0.13% 9 +127,450 4.45% Q4 2025 Feb 10, 2026
SCOTIA CAPITAL INC. History Added to 2,829,649 76,278 0.31% 0.3% 10 +78,068 2.84% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,882,310 76,226 0.07% 0.07% 11 +185,045 6.86% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 2,736,463 73,948 0.19% 0.05% 12 +2,133,515 353.85% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History Added to 2,696,678 72,967 0.06% 0.05% 13 +511,529 23.41% Q4 2025 Feb 10, 2026
CCLA Investment Management History Reduced 2,199,682 59,259 0.95% 0.97% 14 -164,160 -6.94% Q4 2025 Jan 22, 2026
TORONTO DOMINION BANK History Added to 1,972,710 53,302 0.08% 0.07% 15 +238,849 13.78% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 1,852,822 49,970 0.01% 0.01% 16 +60,990 3.4% Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 1,678,827 45,430 0.35% 0.25% 17 +608,188 56.81% Q4 2025 Feb 11, 2026
Invesco Ltd. History Reduced 1,408,205 37,979 0.01% 0.01% 18 -308,103 -17.95% Q4 2025 Feb 19, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,195,658 32,246 0.0% 0.0% 19 -194,768 -14.01% Q4 2025 Mar 25, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 1,156,587 31,252 0.9% 0.62% 20 +360,820 45.34% Q4 2025 Feb 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,115,743 30,207 0.02% 21 +1,115,743 New Q4 2025 Feb 13, 2026
SIG North Trading, ULC History Added to 1,071,429 28,896 0.53% 0.07% 22 +938,802 707.85% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Added to 1,034,001 27,940 0.04% 0.05% 23 +8,745 0.85% Q4 2025 Feb 13, 2026
AGF MANAGEMENT LTD History Reduced 936,892 25,857 0.11% 0.14% 24 -286,270 -23.4% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 833,139 22,459 0.14% 0.14% 25 +18,887 2.32% Q4 2025 Jan 27, 2026
Point72 Asset Management, L.P. History Added to 802,104 21,681 0.02% 0.02% 26 +428,400 114.64% Q4 2025 Feb 17, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 575,275 21,337 1.81% 1.72% 27 -26,069 -4.34% Q4 2025 Jan 30, 2026
Liontrust Investment Partners LLP History Reduced 786,251 21,205 0.31% 0.35% 28 -132,851 -14.45% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 781,437 21,144 0.01% 0.0% 29 +611,816 360.7% Q4 2025 Feb 13, 2026
BOWEN HANES & CO INC History No change 780,705 21,056 0.53% 0.5% 30 0 0.0% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Added to 735,124 19,826 0.08% 0.07% 31 +79,984 12.21% Q4 2025 Feb 12, 2026
Clearbridge Investments, LLC History Added to 706,237 19,047 0.02% 0.0% 32 +649,509 1144.95% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Reduced 706,122 19,044 0.03% 0.03% 33 -71,188 -9.16% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Added to 696,254 18,777 0.01% 0.01% 34 +35,540 5.38% Q4 2025 Feb 13, 2026
Deltroit Asset Management (UK) LLP History New 553,783 14,935 2.17% 35 +553,783 New Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 536,189 14,461 0.0% 0.0% 36 +331,489 161.94% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 511,152 13,785 0.02% 0.03% 37 -47,075 -8.43% Q4 2025 Mar 16, 2026
COMMERCE BANK History No change 468,575 12,637 0.07% 0.07% 38 0 0.0% Q4 2025 Feb 13, 2026
Purpose Unlimited Inc. History New 465,393 12,575 0.58% 39 +465,393 New Q4 2025 Mar 20, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 416,093 11,222 0.86% 0.9% 40 0 0.0% Q4 2025 Feb 03, 2026
Advisors Capital Management, LLC History Added to 409,932 11,055 0.13% 0.13% 41 +1,020 0.25% Q4 2025 Jan 29, 2026
Beutel, Goodman & Co Ltd. History Reduced 349,407 9,454 0.06% 0.06% 42 -19,620 -5.32% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Reduced 343,795 9,267 0.05% 0.05% 43 -17,250 -4.78% Q4 2025 Jan 12, 2026
Alberta Investment Management Corp History Added to 310,100 8,379 0.05% 0.05% 44 +28,900 10.28% Q4 2025 Feb 19, 2026
PEAK6 LLC History Added to 305,500 8,239 0.02% 0.01% 45 +152,900 100.2% Q4 2025 Mar 12, 2026
FIRST MANHATTAN CO. LLC. History Reduced 280,433 7,563 0.02% 0.02% 46 -66,464 -19.16% Q4 2025 Feb 17, 2026
Rempart Asset Management Inc. History Reduced 276,764 7,483 1.41% 1.32% 47 -590 -0.21% Q4 2025 Jan 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 275,600 7,432 0.0% 0.0% 48 -19,700 -6.67% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 241,002 6,499 0.0% 0.0% 49 +221,249 1120.08% Q4 2025 Feb 11, 2026
NewGen Asset Management Ltd History No change 239,500 6,474 4.0% 1.96% 50 0 0.0% Q4 2025 Feb 17, 2026
Northwest & Ethical Investments L.P. History Added to 224,844 6,051 0.14% 0.08% 51 +96,127 74.68% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 201,231 5,427 0.03% 0.03% 52 +58 0.03% Q4 2025 Feb 03, 2026
BANK OF AMERICA CORP /DE/ History Reduced 189,640 5,114 0.0% 0.0% 53 -46,299 -19.62% Q4 2025 Feb 17, 2026
Ovata Capital Management Ltd History Added to 180,781 4,875 0.59% 0.9% 54 +5,855 3.35% Q4 2025 Mar 03, 2026
WHITEBOX ADVISORS LLC History New 170,000 4,584 0.07% 55 +170,000 New Q4 2025 Feb 17, 2026
Northern Right Capital Management, L.P. History Added to 162,398 4,379 1.15% 0.61% 56 +85,782 111.96% Q4 2025 Feb 17, 2026
Arosa Capital Management LP History New 155,000 4,180 0.53% 57 +155,000 New Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 144,450 3,895 0.0% 0.0% 58 -1,052,198 -87.93% Q4 2025 Jan 29, 2026
DAVIS-REA LTD. History Reduced 142,596 3,855 0.96% 0.94% 59 -7,900 -5.25% Q4 2025 Jan 28, 2026
WALNUT PRIVATE EQUITY PARTNERS, LLC History No change 131,804 3,554 2.07% 1.93% 60 0 0.0% Q4 2025 Jan 06, 2026
JANE STREET GROUP, LLC History Added to 128,840 3,474 0.0% 0.0% 61 +3,134 2.49% Q4 2025 Feb 12, 2026
K2 PRINCIPAL FUND, L.P. History New 129,900 3,468 0.28% 62 +129,900 New Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 125,417 3,382 0.0% 0.0% 63 +12,398 10.97% Q4 2025 Feb 18, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 121,830 3,292 0.02% 0.02% 64 -577 -0.47% Q4 2025 Feb 13, 2026
Tacita Capital Inc History Added to 119,101 3,220 1.87% 1.84% 65 +770 0.65% Q4 2025 Feb 11, 2026
Gold Investment Management Ltd. History Added to 101,946 2,754 0.88% 0.85% 66 +3,524 3.58% Q4 2025 Jan 28, 2026
EPIQ PARTNERS, LLC History Reduced 95,210 2,567 1.2% 1.5% 67 -27,992 -22.72% Q4 2025 Jan 07, 2026
1832 Asset Management L.P. History Reduced 93,743 2,528 0.0% 0.01% 68 -202,399 -68.35% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 82,792 2,232 0.0% 0.0% 69 -1,313 -1.56% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 72,485 1,954 0.0% 0.0% 70 +13,523 22.94% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Added to 71,736 1,934 0.02% 0.02% 71 +222 0.31% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Reduced 71,096 1,917 0.0% 0.01% 72 -381,963 -84.31% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 69,912 1,885 0.01% 0.01% 73 +532 0.77% Q4 2025 Feb 13, 2026
Fort Sheridan Advisors LLC History Added to 68,419 1,845 0.23% 0.23% 74 +9 0.01% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 67,350 1,816 0.0% 0.0% 75 +57,578 589.21% Q4 2025 Feb 10, 2026
SFE Investment Counsel History Added to 66,045 1,781 0.27% 0.26% 76 +2,508 3.95% Q4 2025 Feb 05, 2026
WELLS FARGO & COMPANY/MN History Added to 64,295 1,734 0.0% 0.0% 77 +16,852 35.52% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History New 63,723 1,718 0.01% 78 +63,723 New Q4 2025 Jan 29, 2026
LPL Financial LLC History Added to 62,806 1,693 0.0% 0.0% 79 +3,518 5.93% Q4 2025 Feb 11, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 62,600 1,688 0.16% 80 +62,600 New Q4 2025 Feb 17, 2026
Edgemoor Investment Advisors, Inc. History Reduced 58,741 1,584 0.12% 0.14% 81 -12,665 -17.74% Q4 2025 Feb 10, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History No change 57,506 1,550 0.11% 0.13% 82 0 0.0% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Reduced 56,537 1,524 0.03% 0.04% 83 -1,881 -3.22% Q4 2025 Feb 13, 2026
Gunderson Capital Management Inc. History Reduced 55,032 1,484 0.67% 0.53% 84 -1,142 -2.03% Q4 2025 Jan 15, 2026
Groupe la Francaise History No change 54,295 1,464 0.02% 0.02% 85 0 0.0% Q4 2025 Feb 12, 2026
PFG Investments, LLC History Reduced 52,726 1,422 0.07% 0.07% 86 -380 -0.72% Q4 2025 Jan 26, 2026
Texas Yale Capital Corp. History No change 49,350 1,330 0.04% 0.04% 87 0 0.0% Q4 2025 Feb 10, 2026
MACKENZIE FINANCIAL CORP History Added to 48,359 1,297 0.0% 0.0% 88 +1,623 3.47% Q4 2025 Feb 18, 2026
HRT FINANCIAL LP History New 47,101 1,270 0.0% 89 +47,101 New Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 46,334 1,249 0.0% 0.0% 90 -363 -0.78% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 45,400 1,228 0.0% 0.0% 91 -667 -1.45% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 41,575 1,121 0.0% 0.0% 92 -8,474 -16.93% Q4 2025 Feb 06, 2026
XTX Topco Ltd History New 39,782 1,072 0.03% 93 +39,782 New Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History No change 37,975 1,024 0.01% 0.01% 94 0 0.0% Q4 2025 Jan 28, 2026
STIFEL FINANCIAL CORP History Reduced 36,212 976 0.0% 0.0% 95 -1,068 -2.86% Q4 2025 Feb 13, 2026
NATURAL INVESTMENTS, LLC History Reduced 35,777 964 0.24% 0.24% 96 -1,110 -3.01% Q4 2025 Jan 23, 2026
Cambridge Investment Research Advisors, Inc. History Added to 34,758 937 0.0% 0.0% 97 +4,591 15.22% Q4 2025 Feb 05, 2026
PenderFund Capital Management Ltd. History No change 30,000 810 0.13% 0.13% 98 0 0.0% Q4 2025 Feb 17, 2026
EVERETT HARRIS & CO /CA/ History No change 30,000 809 0.01% 0.01% 99 0 0.0% Q4 2025 Feb 11, 2026
Evelyn Partners Investment Management LLP History Reduced 29,898 807 0.02% 0.02% 100 -3,750 -11.14% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History No change 29,600 798 0.02% 0.02% 101 0 0.0% Q4 2025 Jan 23, 2026
Diversify Advisory Services, LLC History Reduced 27,045 762 0.02% 0.03% 102 -1,334 -4.7% Q4 2025 Jan 23, 2026
Investment Management Corp of Ontario History New 28,153 759 0.01% 103 +28,153 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 27,836 750 0.0% 0.0% 104 +2,081 8.08% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 25,720 693 0.0% 0.0% 105 -137 -0.53% Q4 2025 Feb 12, 2026
Cardinal Point Capital Management ULC History Reduced 25,571 691 0.05% 0.05% 106 -1,225 -4.57% Q4 2025 Feb 05, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 23,178 625 0.0% 0.0% 107 -703 -2.94% Q4 2025 Feb 17, 2026
Adalta Capital Management LLC History No change 22,451 605 0.27% 0.26% 108 0 0.0% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Added to 22,191 598 0.0% 0.0% 109 +11,660 110.72% Q4 2025 Feb 13, 2026
Sage Investment Counsel LLC History No change 21,925 591 0.65% 0.63% 110 0 0.0% Q4 2025 Jan 23, 2026
BARCLAYS PLC History Added to 21,499 579 0.0% 0.0% 111 +5,122 31.28% Q4 2025 Feb 13, 2026
Baldwin Investment Management, LLC History Reduced 21,459 578 0.07% 0.08% 112 -5,198 -19.5% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 21,124 569 0.0% 113 +21,124 New Q4 2025 Feb 13, 2026
Walter Public Investments Inc. History No change 21,000 567 0.1% 0.09% 114 0 0.0% Q4 2025 Feb 10, 2026
Silver Lake Advisory, LLC History No change 20,175 544 0.21% 0.21% 115 0 0.0% Q4 2025 Jan 09, 2026
Abel Hall, LLC History No change 20,000 539 0.13% 0.21% 116 0 0.0% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 18,657 503 0.0% 0.0% 117 +8 0.04% Q4 2025 Feb 17, 2026
NATIXIS History Reduced 18,112 488 0.0% 0.0% 118 -419 -2.26% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 17,681 476 0.0% 0.0% 119 +5 0.03% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History No change 17,060 460 0.01% 0.01% 120 0 0.0% Q4 2025 Jan 22, 2026
Fiera Capital Corp History Reduced 16,837 455 0.0% 0.0% 121 -7,500 -30.82% Q4 2025 Feb 11, 2026
Susquehanna Portfolio Strategies, LLC History No change 16,900 455 0.01% 0.01% 122 0 0.0% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 16,397 442 0.0% 0.0% 123 +2,547 18.39% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History New 10,032 372 0.0% 124 +10,032 New Q4 2025 Feb 09, 2026
SeaCrest Wealth Management, LLC History Reduced 13,524 371 0.04% 0.04% 125 -905 -6.27% Q4 2025 Jan 12, 2026
Tyche Wealth Partners LLC History Reduced 13,450 362 0.06% 0.07% 127 -2,500 -15.67% Q4 2025 Jan 23, 2026
WealthTrust Axiom LLC History Reduced 13,425 362 0.09% 0.09% 126 -270 -1.97% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 13,332 360 0.0% 128 +13,332 New Q4 2025 Feb 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 12,775 344 0.02% 0.02% 129 0 0.0% Q4 2025 Feb 12, 2026
Pacifica Partners Inc. History No change 12,095 337 0.15% 0.11% 130 0 0.0% Q4 2025 Jan 09, 2026
BEACON INVESTMENT ADVISORS LLC History Added to 12,062 325 0.13% 0.13% 131 +108 0.9% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 11,842 319 0.0% 0.0% 132 +200 1.72% Q4 2025 Mar 09, 2026
GUARDIAN CAPITAL LP History Reduced 11,567 312 0.01% 0.01% 133 -283 -2.39% Q4 2025 Feb 18, 2026
Burford Brothers, Inc. History No change 11,472 309 0.13% 0.13% 134 0 0.0% Q4 2025 Feb 05, 2026
Ketron Financial History New 11,292 304 0.1% 135 +11,292 New Q4 2025 Feb 24, 2026
Waterfront Wealth Inc. History Added to 10,637 303 0.06% 0.06% 136 +75 0.71% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Added to 11,046 297 0.0% 0.0% 137 +29 0.26% Q4 2025 Jan 20, 2026
BANK OF NOVA SCOTIA TRUST CO History Reduced 10,705 288 0.03% 0.53% 138 -211,772 -95.19% Q4 2025 Feb 12, 2026
American Trust Investment Advisors, LLC History No change 10,225 275 0.15% 0.14% 139 0 0.0% Q4 2025 Feb 17, 2026
K.J. Harrison & Partners Inc History No change 10,000 270 0.04% 0.04% 140 0 0.0% Q4 2025 Feb 03, 2026
S&CO INC History No change 10,000 269 0.02% 0.02% 141 0 0.0% Q4 2025 Feb 05, 2026
Sowell Financial Services LLC History No change 9,599 258 0.01% 0.01% 142 0 0.0% Q4 2025 Jan 21, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 9,483 255 0.03% 0.04% 143 0 0.0% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Reduced 9,431 254 0.0% 0.0% 144 -600 -5.98% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 9,386 253 0.0% 0.0% 145 0 0.0% Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Added to 9,300 250 0.0% 0.0% 146 +1,900 25.68% Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History No change 9,262 249 0.01% 0.01% 147 0 0.0% Q4 2025 Jan 12, 2026
Clearstead Trust, LLC History No change 8,866 239 0.04% 0.04% 148 0 0.0% Q4 2025 Feb 09, 2026
BESSEMER GROUP INC History No change 8,790 237 0.0% 0.0% 149 0 0.0% Q4 2025 Feb 05, 2026
Allworth Financial LP History New 8,645 233 0.0% 150 +8,645 New Q4 2025 Feb 05, 2026
Aviso Financial Inc. History Added to 8,621 232 0.01% 0.01% 151 +283 3.39% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History No change 8,561 230 0.01% 0.01% 152 0 0.0% Q4 2025 Jan 20, 2026
Warren Street Wealth Advisors, LLC History New 8,356 225 0.06% 153 +8,356 New Q4 2025 Jan 29, 2026
Kestra Advisory Services, LLC History New 8,326 224 0.0% 154 +8,326 New Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 7,924 213 0.0% 0.0% 155 -3,815 -32.5% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 7,928 213 0.0% 0.0% 156 -566 -6.66% Q4 2025 Jan 29, 2026
Tower Research Capital LLC (TRC) History Added to 7,795 210 0.01% 0.0% 157 +7,653 5389.44% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History New 7,783 207 0.01% 158 +7,783 New Q4 2025 Feb 11, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 7,615 205 0.0% 0.0% 159 -10,086 -56.98% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 7,541 203 0.0% 160 +7,541 New Q4 2025 Feb 10, 2026
Corient IA LLC History New 7,500 202 0.19% 161 +7,500 New Q4 2025 Feb 13, 2026
Washington Trust Advisors, Inc. History No change 7,201 194 0.01% 0.01% 162 0 0.0% Q4 2025 Feb 03, 2026
Motiv8 Investments LLC History New 6,512 176 0.1% 163 +6,512 New Q4 2025 Feb 13, 2026
Indiana Trust & Investment Management Co History No change 6,410 172 0.05% 0.05% 164 0 0.0% Q4 2025 Jan 21, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 5,895 158 0.01% 0.01% 165 0 0.0% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 5,730 154 0.0% 0.0% 166 +1 0.02% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 5,550 149 0.0% 0.0% 167 +2,500 81.97% Q4 2025 Feb 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 5,200 140 0.01% 168 +5,200 New Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 4,973 134 0.0% 0.0% 169 -470 -8.63% Q4 2025 Feb 17, 2026
MONETARY MANAGEMENT GROUP INC History New 4,000 107 0.02% 170 +4,000 New Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,835 103 0.0% 0.0% 171 +1,403 57.69% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History New 3,650 98 0.0% 172 +3,650 New Q4 2025 Feb 13, 2026
JCIC Asset Management Inc. History Added to 2,959 79 0.02% 0.02% 173 +165 5.91% Q4 2025 Jan 22, 2026
Global Retirement Partners, LLC History Added to 2,207 59 0.0% 0.0% 174 +1,633 284.49% Q4 2025 Feb 06, 2026
Triumph Capital Management History New 2,120 57 0.01% 175 +2,120 New Q4 2025 Feb 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,100 56 0.01% 0.01% 176 0 0.0% Q4 2025 Jan 22, 2026
Avalon Trust Co History New 2,000 53 0.0% 178 +2,000 New Q4 2025 Feb 09, 2026
NBC SECURITIES, INC. History No change 1,974 53 0.0% 0.0% 177 0 0.0% Q4 2025 Jan 29, 2026
Hilltop National Bank History No change 1,830 49 0.01% 0.01% 179 0 0.0% Q4 2025 Jan 07, 2026
Root Financial Partners, LLC History No change 1,800 48 0.0% 0.0% 180 0 0.0% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History No change 1,339 36 0.0% 0.0% 181 0 0.0% Q4 2025 Feb 17, 2026
Financial Freedom, LLC History No change 1,268 34 0.02% 0.02% 182 0 0.0% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,218 32 0.0% 0.0% 183 -137 -10.11% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History No change 1,124 30 0.0% 0.0% 184 0 0.0% Q4 2025 Jan 05, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,073 28 0.0% 0.0% 185 -1 -0.09% Q4 2025 Feb 09, 2026
SOA Wealth Advisors, LLC. History No change 28,270 28 0.0% 0.0% 186 0 0.0% Q4 2025 Jan 20, 2026
Millstone Evans Group, LLC History No change 1,065 28 0.02% 0.02% 187 0 0.0% Q4 2025 Feb 02, 2026
KELLEHER FINANCIAL ADVISORS History No change 1,013 27 0.01% 0.01% 188 0 0.0% Q4 2025 Jan 20, 2026
JNBA Financial Advisors History No change 1,000 26 0.0% 0.0% 189 0 0.0% Q4 2025 Jan 26, 2026
US BANCORP \DE\ History No change 950 25 0.0% 0.0% 190 0 0.0% Q4 2025 Jan 30, 2026
VALLEY NATIONAL ADVISERS INC History No change 940 25 0.0% 0.0% 191 0 0.0% Q4 2025 Jan 23, 2026
NewEdge Advisors, LLC History No change 945 25 0.0% 0.0% 192 0 0.0% Q4 2025 Feb 18, 2026
SageView Advisory Group, LLC History New 918 24 0.0% 193 +918 New Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 758 20 0.0% 0.0% 194 +302 66.23% Q4 2025 Jan 14, 2026
Wilmington Savings Fund Society, FSB History No change 675 18 0.0% 0.0% 195 0 0.0% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 600 16 0.0% 196 +600 New Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History Added to 500 13 0.01% 0.0% 197 +200 66.67% Q4 2025 Feb 18, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 450 12 0.0% 0.0% 198 0 0.0% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 457 12 0.0% 0.0% 199 0 0.0% Q4 2025 Jan 20, 2026
BlackRock, Inc. History New 421 11 0.0% 200 +421 New Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History Reduced 396 10 0.0% 0.0% 201 -7,465 -94.96% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History New 391 10 0.0% 202 +391 New Q4 2025 Feb 06, 2026
GPS Wealth Strategies Group, LLC History Reduced 400 10 0.01% 0.0% 203 -351 -46.74% Q4 2025 Feb 06, 2026
Heritage Wealth Advisors History No change 354 9 0.0% 0.0% 204 0 0.0% Q4 2025 Feb 13, 2026
Pasadena Private Wealth, LLC History New 1,500 8 0.0% 206 +1,500 New Q4 2025 Feb 10, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 318 8 0.0% 0.01% 205 -319 -50.08% Q4 2025 Jan 30, 2026
Frazier Financial Advisors, LLC History No change 270 7 0.0% 0.0% 207 0 0.0% Q4 2025 Feb 09, 2026
Tidemark, LLC History No change 225 6 0.0% 0.0% 208 0 0.0% Q4 2025 Feb 10, 2026
Larson Financial Group LLC History No change 200 5 0.0% 0.0% 209 0 0.0% Q4 2025 Feb 06, 2026
Scarborough Advisors, LLC History No change 210 5 0.0% 0.0% 210 0 0.0% Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History No change 200 5 0.0% 0.0% 211 0 0.0% Q4 2025 Jan 21, 2026
Coston, McIsaac & Partners History No change 190 5 0.0% 0.0% 212 0 0.0% Q4 2025 Feb 03, 2026
BIRCHBROOK, INC. History No change 200 5 0.0% 0.0% 213 0 0.0% Q4 2025 Feb 04, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 168 4 0.0% 214 +168 New Q4 2025 Jan 20, 2026
HARBOUR INVESTMENTS, INC. History Reduced 185 4 0.0% 0.0% 215 -20 -9.76% Q4 2025 Feb 09, 2026
Capital Analysts, LLC History No change 139 4 0.0% 0.0% 216 0 0.0% Q4 2025 Feb 11, 2026
Moisand Fitzgerald Tamayo, LLC History No change 174 4 0.0% 0.0% 217 0 0.0% Q4 2025 Jan 14, 2026
Financial Perspectives, Inc History No change 150 4 0.0% 0.0% 218 0 0.0% Q4 2025 Jan 28, 2026
ASSETMARK, INC History No change 129 3 0.0% 0.0% 219 0 0.0% Q4 2025 Jan 23, 2026
Estate Planners Group, LLC History New 100 2 0.0% 225 +100 New Q4 2025 Apr 07, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 91 2 0.0% 224 +91 New Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 86 2 0.0% 0.0% 220 0 0.0% Q4 2025 Jan 15, 2026
McIlrath & Eck, LLC History No change 98 2 0.0% 0.0% 221 0 0.0% Q4 2025 Feb 03, 2026
Byrne Asset Management LLC History No change 100 2 0.0% 0.0% 222 0 0.0% Q4 2025 Jan 12, 2026
Rialto Wealth Management, LLC History No change 82 2 0.0% 0.0% 223 0 0.0% Q4 2025 Jan 12, 2026
FMR LLC History Reduced 37 1 0.0% 0.0% 227 -909,110 -100.0% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Added to 41 1 0.0% 0.0% 229 +1 2.5% Q4 2025 Jan 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 45 1 0.0% 0.0% 226 0 0.0% Q4 2025 Feb 10, 2026
PITTENGER & ANDERSON INC History No change 60 1 0.0% 0.0% 228 0 0.0% Q4 2025 Feb 02, 2026
CWM, LLC History No change 45 1 0.0% 0.0% 230 0 0.0% Q4 2025 Jan 26, 2026
NVWM, LLC History No change 68 1 0.0% 0.0% 231 0 0.0% Q4 2025 Jan 20, 2026
Founders Capital Management History No change 47 1 0.0% 0.0% 232 0 0.0% Q4 2025 Jan 15, 2026
West Branch Capital LLC History No change 51 1 0.0% 0.0% 233 0 0.0% Q4 2025 Jan 16, 2026
Guardian Partners Inc. History Closed out 0 0 0.15% -64,258 -100.0% Q3 2025 Nov 13, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -10,223 -100.0% Q3 2025 Nov 05, 2025
Voya Financial Advisors, Inc. History Closed out 0 0 0.02% -8,073 -100.0% Q3 2025 Oct 09, 2025
Chicago Partners Investment Group LLC History Closed out 0 0 0.01% -6,421 -100.0% Q3 2025 Oct 30, 2025
Activest Wealth Management History Closed out 0 0 0.03% -6,284 -100.0% Q3 2025 Nov 03, 2025
Atlantic Union Bankshares Corp History Closed out 0 0 0.0% -3,156 -100.0% Q3 2025 Nov 04, 2025
Rossby Financial, LCC History Closed out 0 0 0.02% -1,834 -100.0% Q3 2025 Nov 10, 2025
TruNorth Capital Management, LLC History Closed out 0 0 0.01% -1,513 -100.0% Q3 2025 Oct 21, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -790 -100.0% Q3 2025 Nov 14, 2025
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -585 -100.0% Q3 2025 Nov 03, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -339 -100.0% Q3 2025 Nov 12, 2025
Farther Finance Advisors, LLC History Closed out 0 0 0.0% -220 -100.0% Q3 2025 Oct 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -142 -100.0% Q3 2025 Nov 06, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 15, 2025
Bogart Wealth, LLC History Closed out 0 0 0.0% -72 -100.0% Q3 2025 Oct 27, 2025
SWAN Capital LLC History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Nov 14, 2025
Laurel Wealth Advisors LLC History New 3 0 +3 New Q4 2025 Jan 30, 2026
WealthCollab, LLC History New 1 0 +1 New Q4 2025 Jan 27, 2026
Arax Advisory Partners History Closed out 0 0 -1 -100.0% Q3 2025 Nov 14, 2025
Sunbelt Securities, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Nov 19, 2025
FIFTH THIRD BANCORP History No change 3 0 0 0.0% Q4 2025 Feb 02, 2026
Roble, Belko & Company, Inc History No change 13 0 0 0.0% Q4 2025 Jan 12, 2026
Parallel Advisors, LLC History No change 10 0 0 0.0% Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History No change 12 0 0 0.0% Q4 2025 Feb 11, 2026
Center for Financial Planning, Inc. History No change 22 0 0 0.0% Q4 2025 Feb 05, 2026
Gen-Wealth Partners Inc History No change 21 0 0 0.0% Q4 2025 Feb 13, 2026
Bernard Wealth Management Corp. History No change 5 0 0 0.0% Q4 2025 Jan 15, 2026