BankUnited, Inc. - BKU

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 10,942,888 487,724 0.01% 0.01% 1 -186,001 -1.67% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 8,988,809 400,631 0.01% 0.01% 2 -197,930 -2.15% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,632,552 206,472 0.04% 0.04% 3 +36,097 0.79% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 4,437,792 197,792 0.01% 0.01% 4 +149,450 3.49% Q4 2025 Feb 13, 2026
HoldCo Asset Management, LP History Added to 3,535,282 157,567 11.85% 3.77% 5 +2,598,382 277.34% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 3,155,793 140,653 0.02% 0.02% 6 +84,971 2.77% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,313,438 103,109 0.05% 0.04% 7 +149,502 6.91% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,784,978 79,569 0.0% 0.0% 8 -847 -0.05% Q4 2025 Feb 09, 2026
Artemis Investment Management LLP History New 1,652,579 73,655 0.89% 9 +1,652,579 New Q4 2025 Feb 02, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,542,020 68,727 0.09% 0.04% 10 +652,926 73.44% Q4 2025 Feb 17, 2026
CRAMER ROSENTHAL MCGLYNN LLC History Reduced 1,530,877 68,231 4.4% 3.65% 11 -4,397 -0.29% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 1,489,887 66,404 0.0% 0.01% 12 -739,512 -33.17% Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,399,655 62,382 0.03% 0.0% 13 +1,279,712 1066.93% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,365,603 60,864 0.01% 0.01% 14 -94,815 -6.49% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,352,851 60,296 0.01% 0.01% 15 -14,116 -1.03% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,170,378 52,163 0.01% 0.0% 16 +935,370 398.02% Q4 2025 Jan 29, 2026
ROYCE & ASSOCIATES LP History Reduced 1,089,238 48,547 0.49% 0.48% 17 -160,373 -12.83% Q4 2025 Feb 09, 2026
CITADEL ADVISORS LLC History Added to 1,057,685 47,141 0.01% 0.0% 18 +1,051,985 18455.88% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,005,982 44,836 0.0% 0.0% 19 +44,924 4.67% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 867,039 38,643 0.0% 0.0% 20 +220,577 34.12% Q4 2025 Mar 25, 2026
Bank of New York Mellon Corp History Reduced 864,242 38,519 0.01% 0.01% 21 -214,258 -19.87% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Reduced 812,986 36,234 0.0% 0.0% 22 -42,346 -4.95% Q4 2025 Feb 17, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 771,143 34,369 0.36% 0.22% 23 +124,176 19.19% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 751,567 33,497 0.0% 0.0% 24 -144,007 -16.08% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 711,825 31,726 0.12% 25 +711,825 New Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 623,322 27,781 0.01% 0.01% 26 -12,703 -2.0% Q4 2025 Feb 09, 2026
T. Rowe Price Investment Management, Inc. History Reduced 539,049 24,026 0.02% 0.05% 27 -1,505,117 -73.63% Q4 2025 Feb 19, 2026
Nuveen, LLC History Added to 486,986 21,704 0.01% 0.0% 28 +9,422 1.97% Q4 2025 Feb 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 477,881 21,299 0.45% 0.37% 29 +22,236 4.88% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Reduced 471,302 21,005 0.04% 0.04% 30 -71,716 -13.21% Q4 2025 Feb 12, 2026
Aristotle Capital Boston, LLC History Reduced 463,000 20,635 1.13% 1.0% 31 -46,646 -9.15% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 440,545 19,635 0.02% 0.0% 32 +374,444 566.47% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 400,639 17,856 0.01% 0.01% 33 +11,326 2.91% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 358,150 15,962 0.01% 0.01% 34 -5,049 -1.39% Q4 2025 Feb 02, 2026
Freestone Grove Partners LP History New 351,974 15,687 0.11% 35 +351,974 New Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 336,749 15,008 0.02% 0.02% 36 -30,289 -8.25% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 332,750 14,830 0.04% 0.04% 37 -5,172 -1.53% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 329,321 14,677 0.01% 0.02% 38 -123,004 -27.19% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 319,224 14,227 0.0% 0.0% 39 +17,604 5.84% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History Reduced 311,808 13,897 0.03% 0.04% 40 -109,972 -26.07% Q4 2025 Feb 06, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 311,350 13,876 0.0% 0.01% 41 -536,212 -63.27% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 305,519 13,616 0.01% 0.0% 42 +109,379 55.77% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 301,216 13,425 0.05% 0.05% 43 -33,354 -9.97% Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Added to 299,312 13,340 0.23% 0.11% 44 +22,260 8.03% Q4 2025 Feb 18, 2026
Invesco Ltd. History Reduced 282,481 12,590 0.0% 0.0% 45 -44,137 -13.51% Q4 2025 Feb 19, 2026
Bridgewater Associates, LP History Added to 267,373 11,916 0.04% 0.02% 46 +100,415 60.14% Q4 2025 Feb 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 257,270 11,466 0.24% 0.18% 47 +43,015 20.08% Q4 2025 Feb 13, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 256,358 11,425 0.46% 0.4% 48 0 0.0% Q4 2025 Feb 13, 2026
Alyeska Investment Group, L.P. History New 250,000 11,142 0.03% 49 +250,000 New Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 234,634 10,457 0.01% 0.02% 50 -479,338 -67.14% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 233,507 10,407 0.01% 0.01% 51 -87,142 -27.18% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 230,652 10,280 0.04% 0.07% 52 -194,304 -45.72% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 224,977 10,027 0.0% 0.0% 53 +30,763 15.84% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 206,314 9,195 0.01% 0.01% 54 -15,073 -6.81% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 194,644 8,675 0.0% 0.0% 55 -7,385 -3.66% Q4 2025 Feb 09, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 190,898 8,508 0.06% 0.05% 56 -2,818 -1.45% Q4 2025 Jan 09, 2026
Russell Investments Group, Ltd. History Reduced 183,027 8,157 0.01% 0.01% 57 -6,410 -3.38% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 180,959 8,065 0.01% 0.02% 58 -135,750 -42.86% Q4 2025 Feb 17, 2026
BW Gestao de Investimentos Ltda. History New 175,000 7,799 0.18% 59 +175,000 New Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Added to 172,756 7,699 0.0% 0.0% 60 +1,918 1.12% Q4 2025 Feb 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 170,932 7,618 0.01% 61 +170,932 New Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 157,653 7,026 0.01% 0.0% 62 -838 -0.53% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 148,400 6,614 0.0% 0.0% 63 +2,600 1.78% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 147,798 6,587 0.0% 0.0% 64 -4,021 -2.65% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Reduced 139,980 6,238 0.06% 0.07% 65 -40,374 -22.39% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Added to 133,547 5,952 0.02% 0.02% 66 +643 0.48% Q4 2025 Feb 13, 2026
MOODY ALDRICH PARTNERS LLC History New 130,332 5,808 1.08% 67 +130,332 New Q4 2025 Jan 30, 2026
SOROS FUND MANAGEMENT LLC History New 129,704 5,780 0.07% 68 +129,704 New Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 117,756 5,248 0.0% 0.0% 69 +1,420 1.22% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 108,354 4,829 0.01% 0.02% 70 -182,316 -62.72% Q4 2025 Feb 17, 2026
Jain Global LLC History Reduced 107,994 4,813 0.02% 0.05% 71 -186,130 -63.28% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 102,448 4,566 0.0% 0.0% 72 -27,060 -20.89% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Reduced 101,838 4,538 0.0% 0.01% 73 -125,397 -55.18% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 83,442 3,719 0.01% 0.01% 74 +2,347 2.89% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 82,987 3,699 0.01% 0.0% 75 +82,396 13941.79% Q4 2025 Feb 05, 2026
Inspire Advisors, LLC History Reduced 78,087 3,480 0.32% 0.29% 76 -257 -0.33% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History New 77,352 3,448 0.0% 77 +77,352 New Q4 2025 Jan 09, 2026
TWINBEECH CAPITAL LP History New 76,944 3,429 0.24% 78 +76,944 New Q4 2025 Feb 17, 2026
EJF Capital LP History Added to 74,209 3,307 1.88% 1.38% 79 +11,795 18.9% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 72,674 3,240 0.0% 0.0% 80 -7,783 -9.67% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 70,971 3,163 0.0% 0.0% 81 +1,835 2.65% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 69,765 3,109 0.0% 0.0% 82 +49,342 241.6% Q4 2025 Feb 10, 2026
CANADA LIFE ASSURANCE Co History Reduced 68,207 3,040 0.01% 0.0% 83 -11,940 -14.9% Q4 2025 Feb 13, 2026
HENNESSY ADVISORS INC History Reduced 65,000 2,897 0.1% 0.11% 84 -20,000 -23.53% Q4 2025 Jan 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 64,701 2,883 0.01% 0.01% 85 -138 -0.21% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Reduced 64,361 2,868 0.0% 0.01% 86 -96,055 -59.88% Q4 2025 Jan 09, 2026
Linden Thomas Advisory Services, LLC History Reduced 56,174 2,503 0.25% 0.22% 87 -772 -1.36% Q4 2025 Jan 16, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 55,250 2,462 0.01% 0.01% 88 -40,363 -42.21% Q4 2025 Jan 30, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 53,016 2,362 0.01% 0.01% 89 -1,100 -2.03% Q4 2025 Feb 04, 2026
Neuberger Berman Group LLC History Reduced 52,835 2,354 0.0% 0.0% 90 -2,491 -4.5% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 52,181 2,326 0.0% 0.01% 91 -24,969 -32.36% Q4 2025 Feb 05, 2026
NATIXIS ADVISORS, LLC History Reduced 49,116 2,189 0.0% 0.0% 92 -7,874 -13.82% Q4 2025 Feb 10, 2026
JUPITER ASSET MANAGEMENT LTD History New 47,911 2,135 0.02% 94 +47,911 New Q4 2025 Feb 10, 2026
Brandywine Global Investment Management, LLC History New 47,909 2,135 0.01% 93 +47,909 New Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 47,838 2,132 0.0% 0.0% 95 -1,491 -3.02% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 47,600 2,121 0.02% 0.06% 96 -126,409 -72.65% Q4 2025 Feb 10, 2026
AlphaQuest LLC History Reduced 45,279 2,018 0.11% 0.3% 97 -73,589 -61.91% Q4 2025 Feb 09, 2026
Horizon Investments, LLC History New 41,970 1,858 0.02% 98 +41,970 New Q4 2025 Feb 02, 2026
MetLife Investment Management, LLC History Reduced 41,578 1,853 0.01% 0.01% 99 -2,942 -6.61% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Added to 41,447 1,847 0.02% 0.02% 100 +516 1.26% Q4 2025 Jan 23, 2026
HSBC HOLDINGS PLC History Reduced 41,136 1,834 0.0% 0.0% 101 -25,522 -38.29% Q4 2025 Mar 20, 2026
FRANKLIN RESOURCES INC History Reduced 40,411 1,801 0.0% 0.0% 102 -34,217 -45.85% Q4 2025 Feb 11, 2026
Pathstone Holdings, LLC History New 39,687 1,768 0.01% 103 +39,687 New Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Reduced 38,611 1,720 0.02% 0.02% 104 -1,415 -3.54% Q4 2025 Feb 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 38,065 1,696 0.0% 0.0% 105 -927 -2.38% Q4 2025 Jan 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 37,829 1,686 0.0% 0.0% 106 -24,292 -39.1% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 36,594 1,630 0.0% 0.0% 107 +1,353 3.84% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 35,080 1,563 0.0% 0.0% 108 +108 0.31% Q4 2025 Feb 17, 2026
MALTESE CAPITAL MANAGEMENT LLC History Reduced 35,000 1,559 0.28% 0.23% 109 -5,000 -12.5% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 34,619 1,542 0.0% 110 +34,619 New Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History No change 34,446 1,535 0.0% 0.0% 111 0 0.0% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 34,400 1,533 0.03% 0.02% 112 -200 -0.58% Q4 2025 Jan 16, 2026
Vestmark Advisory Solutions, Inc. History Added to 33,332 1,485 0.02% 0.02% 113 +2,630 8.57% Q4 2025 Feb 06, 2026
Y-Intercept (Hong Kong) Ltd History Added to 32,614 1,453 0.03% 0.01% 114 +16,218 98.91% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 32,415 1,445 0.0% 0.0% 115 -523 -1.59% Q4 2025 Jan 30, 2026
WINTON GROUP Ltd History Reduced 32,371 1,442 0.05% 0.05% 116 -3,372 -9.43% Q4 2025 Feb 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 31,633 1,410 0.11% 0.09% 117 +2,849 9.9% Q4 2025 Jan 20, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 31,500 1,403 0.34% 0.26% 118 0 0.0% Q4 2025 Feb 02, 2026
COMERICA BANK History Reduced 29,521 1,315 0.01% 0.0% 119 -2,788 -8.63% Q4 2025 Jan 29, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 28,542 1,272 0.06% 120 +28,542 New Q4 2025 Feb 17, 2026
FMR LLC History Reduced 27,422 1,222 0.0% 0.0% 121 -1,991,809 -98.64% Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 27,108 1,208 0.01% 0.0% 122 +27,076 84612.5% Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 26,542 1,183 0.0% 0.0% 123 +5,173 24.21% Q4 2025 Feb 13, 2026
iSAM Funds (UK) Ltd History New 26,473 1,179 0.42% 124 +26,473 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 25,628 1,142 0.0% 0.0% 125 -200 -0.77% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 24,759 1,126 0.0% 0.0% 126 -2 -0.01% Q4 2025 Jan 08, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 23,542 1,049 0.04% 127 +23,542 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 22,754 1,014 0.01% 0.01% 128 -7,127 -23.85% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 22,734 1,013 0.0% 0.0% 129 +10,813 90.71% Q4 2025 Feb 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 21,908 976 0.0% 0.0% 130 +5,587 34.23% Q4 2025 Jan 27, 2026
AMALGAMATED BANK History Added to 21,863 974 0.01% 0.01% 131 +51 0.23% Q4 2025 Feb 05, 2026
State of Tennessee, Department of Treasury History Reduced 20,161 957 0.0% 0.0% 132 -15,921 -44.12% Q4 2025 Feb 18, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 20,238 938 0.01% 0.01% 133 -3,010 -12.95% Q4 2025 Jan 21, 2026
Arizona State Retirement System History Reduced 20,966 934 0.01% 0.0% 134 -1,290 -5.8% Q4 2025 Jan 28, 2026
Polar Asset Management Partners Inc. History New 20,853 929 0.01% 135 +20,853 New Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 20,430 910 0.01% 0.01% 136 -430 -2.06% Q4 2025 Feb 13, 2026
FOX RUN MANAGEMENT, L.L.C. History New 20,153 898 0.14% 137 +20,153 New Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 20,021 892 0.01% 0.01% 138 -1,781 -8.17% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 19,753 880 0.0% 0.0% 139 -6,203 -23.9% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 19,154 853 0.01% 0.01% 140 -11,126 -36.74% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 18,976 846 0.01% 0.01% 141 -2,434 -11.37% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 18,603 829 0.0% 0.0% 142 -552 -2.88% Q4 2025 Feb 10, 2026
CAPITAL FUND MANAGEMENT S.A. History New 18,450 822 0.0% 143 +18,450 New Q4 2025 Feb 17, 2026
CWM, LLC History Added to 17,977 801 0.0% 0.0% 144 +1,750 10.78% Q4 2025 Jan 26, 2026
Handelsbanken Fonder AB History No change 17,332 772 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 06, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 17,213 767 0.01% 0.01% 146 +300 1.77% Q4 2025 Feb 04, 2026
XTX Topco Ltd History New 17,191 766 0.02% 147 +17,191 New Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 17,174 765 0.01% 0.01% 148 -71 -0.41% Q4 2025 Feb 13, 2026
DRW Securities, LLC History New 16,399 730 0.02% 149 +16,399 New Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History Added to 16,100 717 0.0% 0.0% 150 +900 5.92% Q4 2025 Jan 28, 2026
HighTower Advisors, LLC History New 15,587 694 0.0% 151 +15,587 New Q4 2025 Feb 06, 2026
ProShare Advisors LLC History Added to 14,680 654 0.0% 0.0% 152 +458 3.22% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 14,653 653 0.0% 0.0% 153 +1,529 11.65% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 13,711 611 0.0% 0.0% 154 -6,695 -32.81% Q4 2025 Feb 18, 2026
Tidal Investments LLC History Reduced 13,627 607 0.0% 0.0% 155 -8,090 -37.25% Q4 2025 Feb 13, 2026
NEVILLE RODIE & SHAW INC History No change 13,557 604 0.04% 0.04% 156 0 0.0% Q4 2025 Jan 06, 2026
VARCOV Co. History New 13,498 601 0.24% 157 +13,498 New Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 13,456 599 0.01% 0.01% 158 -11,288 -45.62% Q4 2025 Feb 02, 2026
Alamea Verwaltungs GmbH History Reduced 12,532 594 0.4% 0.38% 159 -2,096 -14.33% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,197 588 0.0% 0.0% 160 -186 -1.39% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History No change 13,187 587 0.0% 0.0% 161 0 0.0% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History No change 13,000 579 0.0% 0.0% 162 0 0.0% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 11,806 526 0.0% 0.0% 163 -940 -7.37% Q4 2025 Feb 11, 2026
Amundi History Reduced 11,640 518 0.0% 0.0% 164 -1,437 -10.99% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 10,980 489 0.01% 0.01% 165 +167 1.54% Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Reduced 10,749 479 0.04% 0.05% 166 -1,490 -12.17% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 10,616 473 0.0% 0.0% 167 -193 -1.79% Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History Reduced 10,516 468 0.0% 0.01% 168 -116,600 -91.73% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 10,368 462 0.0% 0.0% 169 +63 0.61% Q4 2025 Jan 15, 2026
Everstar Asset Management, LLC History Reduced 10,000 445 0.24% 0.34% 170 -5,958 -37.34% Q4 2025 Feb 05, 2026
Pictet Asset Management Holding SA History No change 9,876 440 0.0% 0.0% 171 0 0.0% Q4 2025 Jan 29, 2026
PROFUND ADVISORS LLC History Added to 9,106 405 0.01% 0.01% 172 +2,867 45.95% Q4 2025 Feb 06, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 8,938 398 0.04% 0.04% 173 0 0.0% Q4 2025 Jan 29, 2026
OXFORD ASSET MANAGEMENT LLP History New 8,767 390 0.16% 174 +8,767 New Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 8,700 387 0.0% 175 +8,700 New Q4 2025 Feb 17, 2026
Virtu Financial LLC History New 8,598 383 0.01% 176 +8,598 New Q4 2025 Feb 23, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 8,588 382 0.0% 0.0% 177 +163 1.93% Q4 2025 Feb 10, 2026
ALGERT GLOBAL LLC History Reduced 8,558 381 0.01% 0.25% 178 -382,681 -97.81% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,444 376 0.0% 0.0% 179 0 0.0% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 8,020 357 0.0% 0.0% 180 -99 -1.22% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 7,903 352 0.0% 0.0% 181 +1,512 23.66% Q4 2025 Jan 26, 2026
FIDUCIARY TRUST CO History Added to 7,425 330 0.0% 0.0% 182 +1,501 25.34% Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Added to 7,354 327 0.01% 0.01% 183 +36 0.49% Q4 2025 Jan 14, 2026
Creative Planning History New 6,323 281 0.0% 185 +6,323 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 6,309 281 0.01% 0.01% 184 0 0.0% Q4 2025 Feb 11, 2026
Man Group plc History Reduced 6,106 272 0.0% 0.0% 186 -13,694 -69.16% Q4 2025 Feb 17, 2026
XPONANCE LLC History Added to 5,988 266 0.0% 0.0% 187 +47 0.79% Q4 2025 Feb 12, 2026
Summit Global Investments History Reduced 5,943 265 0.02% 0.04% 188 -12,357 -67.52% Q4 2025 Feb 18, 2026
Ensign Peak Advisors, Inc History Reduced 5,873 261 0.0% 0.0% 189 -9,750 -62.41% Q4 2025 Feb 12, 2026
Weiss Asset Management LP History New 5,775 257 0.0% 190 +5,775 New Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 5,734 255 0.0% 0.0% 191 -4,311 -42.92% Q4 2025 Feb 17, 2026
Ethic Inc. History Reduced 5,704 254 0.0% 0.0% 192 -322 -5.34% Q4 2025 Feb 03, 2026
GAMMA Investing LLC History Added to 5,690 253 0.01% 0.01% 193 +558 10.87% Q4 2025 Jan 05, 2026
FORA Capital, LLC History New 5,668 252 0.03% 195 +5,668 New Q4 2025 Feb 13, 2026
MEEDER ASSET MANAGEMENT INC History New 5,663 252 0.01% 194 +5,663 New Q4 2025 Feb 11, 2026
PharVision Advisers, LLC History Reduced 5,454 243 0.12% 0.12% 196 -226 -3.98% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 5,420 241 0.0% 0.0% 197 -9,174 -62.86% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 5,389 240 0.0% 198 +5,389 New Q4 2025 Feb 18, 2026
Legacy Advisors, LLC History No change 5,400 240 0.03% 0.03% 199 0 0.0% Q4 2025 Jan 27, 2026
INCEPTIONR LLC History Reduced 5,384 239 0.07% 0.06% 200 -819 -13.2% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History New 5,343 238 0.0% 201 +5,343 New Q4 2025 Jan 26, 2026
Ashton Thomas Private Wealth, LLC History New 5,326 237 0.01% 202 +5,326 New Q4 2025 Jan 29, 2026
CIBC Asset Management Inc History New 5,105 227 0.0% 203 +5,105 New Q4 2025 Feb 10, 2026
Crossmark Global Holdings, Inc. History New 5,072 226 0.0% 204 +5,072 New Q4 2025 Feb 03, 2026
DGS Capital Management, LLC History New 5,041 224 0.04% 205 +5,041 New Q4 2025 Feb 24, 2026
Bayview Asset Management, LLC History Reduced 5,000 222 0.05% 0.23% 207 -20,000 -80.0% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 4,996 222 0.0% 206 +4,996 New Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 4,731 210 0.0% 0.0% 208 -14,819 -75.8% Q4 2025 Feb 18, 2026
Savant Capital, LLC History New 4,615 205 0.0% 209 +4,615 New Q4 2025 Feb 10, 2026
Abel Hall, LLC History New 4,609 205 0.05% 210 +4,609 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,148 184 0.0% 0.0% 211 -84 -1.98% Q4 2025 Feb 06, 2026
ROYAL BANK OF CANADA History New 4,058 180 0.0% 212 +4,058 New Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History New 3,733 166 0.02% 213 +3,733 New Q4 2025 Feb 13, 2026
EMC Capital Management History Reduced 3,514 157 0.07% 0.07% 214 -620 -15.0% Q4 2025 Mar 09, 2026
Tower Research Capital LLC (TRC) History Reduced 3,331 148 0.0% 0.01% 215 -1,538 -31.59% Q4 2025 Feb 17, 2026
U S WEALTH GROUP, LLC. History New 3,243 144 0.09% 216 +3,243 New Q4 2025 Mar 17, 2026
Caitong International Asset Management Co., Ltd History New 2,836 126 0.03% 217 +2,836 New Q4 2025 Mar 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 2,266 100 0.0% 218 +2,266 New Q4 2025 Jan 14, 2026
KBC Group NV History No change 2,165 96 0.0% 0.0% 219 0 0.0% Q4 2025 Jan 26, 2026
STRS OHIO History Reduced 1,900 84 0.0% 0.0% 220 -1,900 -50.0% Q4 2025 Feb 02, 2026
Versant Capital Management, Inc History No change 1,892 84 0.01% 0.01% 221 0 0.0% Q4 2025 Jan 08, 2026
Smartleaf Asset Management LLC History Added to 1,810 80 0.0% 0.0% 222 +358 24.66% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 1,984 79 0.0% 223 +1,984 New Q4 2025 Feb 11, 2026
Covestor Ltd History Added to 1,673 75 0.04% 0.03% 224 +289 20.88% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History No change 1,613 71 0.0% 0.0% 225 0 0.0% Q4 2025 Jan 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,472 66 0.0% 0.0% 226 +255 20.95% Q4 2025 Feb 09, 2026
Torren Management, LLC History New 1,401 62 0.03% 228 +1,401 New Q4 2025 Jan 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,391 62 0.0% 0.0% 227 +29 2.13% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 1,372 61 0.0% 229 +1,364 17050.0% Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,228 55 0.0% 0.0% 230 +399 48.13% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Reduced 1,169 52 0.0% 0.0% 231 -209 -15.17% Q4 2025 Feb 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,010 45 0.0% 0.0% 232 0 0.0% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 816 36 0.0% 0.0% 233 +6 0.74% Q4 2025 Feb 18, 2026
Salomon & Ludwin, LLC History Reduced 780 35 0.0% 0.0% 234 -117 -13.04% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History New 781 34 0.0% 235 +781 New Q4 2025 Feb 13, 2026
Eurizon Capital SGR S.p.A. History New 680 30 0.0% 236 +680 New Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 566 25 0.0% 0.0% 237 -120 -17.49% Q4 2025 Feb 17, 2026
Evelyn Partners Investment Management LLP History No change 580 25 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 549 24 0.0% 0.0% 239 +24 4.57% Q4 2025 Feb 02, 2026
Larson Financial Group LLC History Added to 517 23 0.0% 0.0% 240 +464 875.47% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Reduced 514 22 0.0% 0.0% 242 -362 -41.32% Q4 2025 Mar 16, 2026
IFP Advisors, Inc History Reduced 506 22 0.0% 0.0% 241 -37 -6.81% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 514 22 0.0% 0.0% 243 +28 5.76% Q4 2025 Jan 23, 2026
TD Waterhouse Canada Inc. History No change 500 22 0.0% 0.0% 244 0 0.0% Q4 2025 Jan 27, 2026
UMB Bank, n.a. History Added to 481 21 0.0% 0.0% 245 +149 44.88% Q4 2025 Feb 13, 2026
Quarry LP History Reduced 430 19 0.0% 0.01% 246 -510 -54.26% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 417 18 0.0% 0.0% 247 +141 51.09% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History No change 373 16 0.0% 0.0% 248 0 0.0% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History New 302 14 0.0% 249 +302 New Q4 2025 Jan 21, 2026
Root Financial Partners, LLC History Added to 333 14 0.0% 0.0% 250 +50 17.67% Q4 2025 Feb 10, 2026
DANSKE BANK A/S History No change 300 13 0.0% 0.0% 251 0 0.0% Q4 2025 Feb 02, 2026
Capital Advisors, Ltd. LLC History No change 279 12 0.0% 0.0% 252 0 0.0% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 240 10 0.0% 256 +240 New Q4 2025 Feb 05, 2026
MassMutual Private Wealth & Trust, FSB History Added to 230 10 0.0% 0.0% 253 +30 15.0% Q4 2025 Jan 07, 2026
SIGNATUREFD, LLC History Reduced 235 10 0.0% 0.0% 255 -9 -3.69% Q4 2025 Jan 20, 2026
GHP Investment Advisors, Inc. History No change 231 10 0.0% 0.0% 254 0 0.0% Q4 2025 Jan 27, 2026
QUADRANT CAPITAL GROUP LLC History No change 210 9 0.0% 0.0% 257 0 0.0% Q4 2025 Feb 13, 2026
DV Trading LLC History New 200 8 0.0% 258 +200 New Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Reduced 174 7 0.0% 0.01% 259 -1,576 -90.06% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Reduced 164 7 0.0% 0.0% 260 -6 -3.53% Q4 2025 Jan 15, 2026
Stone House Investment Management, LLC History Added to 138 6 0.0% 261 +116 527.27% Q4 2025 Jan 21, 2026
Bare Financial Services, Inc History Added to 141 6 0.0% 0.0% 262 +12 9.3% Q4 2025 Feb 06, 2026
SOA Wealth Advisors, LLC. History Added to 117 5 0.0% 0.0% 264 +1 0.86% Q4 2025 Jan 20, 2026
C M BIDWELL & ASSOCIATES LTD History No change 125 5 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Reduced 107 4 0.0% 0.01% 266 -11,612 -99.09% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Reduced 100 4 0.0% 0.0% 268 -246 -71.1% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 99 4 0.0% 0.0% 265 +26 35.62% Q4 2025 Jan 14, 2026
Physician Wealth Advisors, Inc. History No change 97 4 0.0% 0.0% 267 0 0.0% Q4 2025 Jan 29, 2026
BROWN BROTHERS HARRIMAN & CO History New 70 3 0.0% 269 +70 New Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 70 3 0.0% 271 +70 New Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History New 70 3 0.0% 272 +70 New Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History No change 72 3 0.0% 0.0% 270 0 0.0% Q4 2025 Jan 26, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 75 3 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 09, 2026
Keating Financial Advisory Services, Inc. History New 46 2 0.0% 275 +46 New Q4 2025 Feb 09, 2026
Advocate Investing Services LLC History New 46 2 0.0% 276 +46 New Q4 2025 Feb 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 46 2 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 03, 2026
Bell Investment Advisors, Inc History Reduced 24 1 0.0% 0.0% 283 -42 -63.64% Q4 2025 Feb 24, 2026
ASSETMARK, INC History Added to 35 1 0.0% 279 +34 3400.0% Q4 2025 Jan 23, 2026
Avion Wealth History Reduced 25 1 0.0% 0.0% 281 -16 -39.02% Q4 2025 Jan 23, 2026
MAI Capital Management History Added to 26 1 0.0% 277 +11 73.33% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 31 1 0.0% 0.0% 278 -11 -26.19% Q4 2025 Feb 10, 2026
Prestige Wealth Management Group LLC History No change 24 1 0.0% 280 0 0.0% Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History No change 37 1 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 11, 2026
Wealth Watch Advisors, INC History No change 43 1 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 17, 2026
Boston Partners History Closed out 0 0 0.03% -764,989 -100.0% Q3 2025 Nov 13, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.03% -211,985 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 35.28% -199,131 -100.0% Q3 2025 Dec 09, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.2% -178,271 -100.0% Q3 2025 Nov 12, 2025
TrueMark Investments, LLC History Closed out 0 0 1.1% -165,974 -100.0% Q3 2025 Oct 30, 2025
HRT FINANCIAL LP History Closed out 0 0 0.02% -123,232 -100.0% Q3 2025 Nov 14, 2025
NORDEA INVESTMENT MANAGEMENT AB History Closed out 0 0 0.0% -109,488 -100.0% Q3 2025 Oct 27, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.05% -95,214 -100.0% Q3 2025 Nov 14, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.16% -54,103 -100.0% Q3 2025 Oct 28, 2025
PMC FIG Opportunities LLC History Closed out 0 0 2.44% -42,420 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.02% -25,671 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.02% -23,565 -100.0% Q3 2025 Nov 14, 2025
Entropy Technologies, LP History Closed out 0 0 0.04% -15,093 -100.0% Q3 2025 Nov 13, 2025
Atom Investors LP History Closed out 0 0 0.04% -14,811 -100.0% Q3 2025 Nov 14, 2025
CHOREO, LLC History Closed out 0 0 0.01% -14,408 -100.0% Q3 2025 Nov 12, 2025
Persistent Asset Partners Ltd History Closed out 0 0 0.36% -13,633 -100.0% Q3 2025 Jan 15, 2026
Jackson Creek Investment Advisors LLC History Closed out 0 0 0.12% -10,636 -100.0% Q3 2025 Nov 04, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -9,857 -100.0% Q3 2025 Oct 30, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.14% -9,350 -100.0% Q3 2025 Nov 13, 2025
Vinva Investment Management Ltd History Closed out 0 0 0.01% -8,861 -100.0% Q3 2025 Nov 13, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -8,024 -100.0% Q3 2025 Nov 05, 2025
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 0.01% -7,990 -100.0% Q3 2025 Oct 22, 2025
AXQ CAPITAL, LP History Closed out 0 0 0.11% -7,831 -100.0% Q3 2025 Nov 10, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 0.0% -6,046 -100.0% Q3 2025 Nov 12, 2025
GTS SECURITIES LLC History Closed out 0 0 0.01% -6,000 -100.0% Q3 2025 Nov 14, 2025
Vestcor Inc History Closed out 0 0 0.01% -4,729 -100.0% Q3 2025 Nov 13, 2025
CIBC Private Wealth Group LLC History Reduced 17 0 0.0% -2,465 -99.32% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Closed out 0 0 0.0% -486 -100.0% Q3 2025 Nov 10, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -459 -100.0% Q3 2025 Nov 14, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -338 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -267 -100.0% Q3 2025 Nov 12, 2025
J.Safra Asset Management Corp History Closed out 0 0 0.0% -63 -100.0% Q3 2025 Oct 29, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -28 -100.0% Q3 2025 Oct 08, 2025
SouthState Bank Corp History Closed out 0 0 -25 -100.0% Q3 2025 Nov 05, 2025
Bayforest Capital Ltd History New 21 0 +21 New Q4 2025 Jan 27, 2026
Cloud Capital Management, LLC History Closed out 0 0 -21 -100.0% Q3 2025 Nov 03, 2025
FINANCIAL CONSULATE, INC History New 20 0 +20 New Q4 2025 Jan 22, 2026
Signature Equity Partners, LLC History New 20 0 +20 New Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 17 0 +17 New Q4 2025 Jan 23, 2026
Clearstead Trust, LLC History Closed out 0 0 -16 -100.0% Q3 2025 Nov 10, 2025
Bruce G. Allen Investments, LLC History Closed out 0 0 -16 -100.0% Q3 2025 Oct 30, 2025
Ankerstar Wealth, LLC History New 8 0 +8 New Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History New 6 0 +6 New Q4 2025 Feb 11, 2026
Bay Harbor Wealth Management, LLC History Added to 10 0 +5 100.0% Q4 2025 Feb 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 5 0 +5 New Q4 2025 Feb 11, 2026
Rialto Wealth Management, LLC History Added to 10 0 +3 42.86% Q4 2025 Jan 12, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
True Wealth Design, LLC History Reduced 13 0 -1 -7.14% Q4 2025 Jan 08, 2026
Quest 10 Wealth Builders, Inc. History Reduced 9 0 -1 -10.0% Q4 2025 Jan 29, 2026
Kilter Group LLC History New 1 0 +1 New Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History No change 10 0 0 0.0% Q4 2025 Feb 11, 2026
CVA Family Office, LLC History No change 16 0 0 0.0% Q4 2025 Jan 12, 2026
SBI Securities Co., Ltd. History No change 1 0 0 0.0% Q4 2025 Feb 03, 2026
SJS Investment Consulting Inc. History No change 13 0 0 0.0% Q4 2025 Jan 21, 2026
Abound Wealth Management History No change 5 0 0 0.0% Q4 2025 Jan 12, 2026
DiNuzzo Private Wealth, Inc. History No change 20 0 0 0.0% Q4 2025 Jan 16, 2026
HFM Investment Advisors, LLC History No change 7 0 0 0.0% Q4 2025 Feb 05, 2026