BLACKLINE, INC. - BL

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 7,646,938 422,799 0.01% 0.01% 1 -99,012 -1.28% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 6,795,523 375,724 0.01% 0.01% 2 -261,932 -3.71% Q4 2025 Jan 29, 2026
CLEARLAKE CAPITAL GROUP, L.P. History No change 5,712,300 315,833 29.58% 28.33% 3 0 0.0% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 3,034,827 167,795 0.03% 0.02% 4 +208,250 7.37% Q4 2025 Jan 29, 2026
FIRST MANHATTAN CO. LLC. History Added to 2,428,604 134,277 0.35% 0.29% 5 +340,606 16.31% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 2,155,321 119,167 0.09% 0.06% 6 +614,816 39.91% Q4 2025 Feb 13, 2026
ICONIQ Capital, LLC History No change 2,087,081 115,394 1.74% 1.38% 7 0 0.0% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,999,194 110,535 0.0% 0.0% 8 -57,494 -2.8% Q4 2025 Feb 13, 2026
Conestoga Capital Advisors, LLC History Reduced 1,848,997 102,231 1.72% 1.76% 9 -217,773 -10.54% Q4 2025 Feb 02, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 1,519,799 84,029 0.68% 0.53% 10 +133,816 9.65% Q4 2025 Feb 17, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP History Reduced 1,497,631 82,804 3.82% 4.17% 11 -149,174 -9.06% Q4 2025 Feb 17, 2026
NORGES BANK History New 1,461,152 80,787 0.01% 12 +1,461,152 New Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 1,274,776 70,482 0.0% 0.0% 13 +4,832 0.38% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,272,708 70,368 0.04% 0.03% 14 -13,477 -1.05% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 1,267,822 70,097 0.0% 0.0% 15 -379,835 -23.05% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 1,256,211 69,455 0.0% 0.0% 16 -113,692 -8.3% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,245,237 68,860 0.0% 0.0% 17 -18,180 -1.44% Q4 2025 Feb 09, 2026
Engaged Capital LLC History Added to 1,083,619 59,913 15.28% 5.91% 18 +629,825 138.79% Q4 2025 Feb 17, 2026
Fivespan Partners, LP History New 926,044 51,200 14.03% 19 +926,044 New Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 882,078 48,776 0.01% 0.01% 20 +23,943 2.79% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 837,217 46,289 0.0% 0.0% 21 -160,868 -16.12% Q4 2025 Feb 17, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 825,862 45,661 0.86% 0.84% 22 -92,343 -10.06% Q4 2025 Feb 12, 2026
Tensile Capital Management LP History Reduced 790,945 43,731 5.66% 5.39% 23 -21,740 -2.68% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 753,078 41,637 0.01% 0.0% 24 +84,544 12.65% Q4 2025 Mar 25, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 690,000 38,150 1.33% 1.23% 25 0 0.0% Q4 2025 Feb 04, 2026
NORTHERN TRUST CORP History Reduced 637,392 35,241 0.0% 0.0% 26 -62,102 -8.88% Q4 2025 Feb 17, 2026
SCALAR GAUGE MANAGEMENT, LLC History Reduced 527,996 29,269 19.31% 16.7% 27 -88,115 -14.3% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 482,801 26,694 0.0% 0.0% 28 -14,129 -2.84% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 475,665 26,299 0.09% 0.0% 29 +467,571 5776.76% Q4 2025 Jan 28, 2026
BARCLAYS PLC History Added to 472,010 26,097 0.01% 0.01% 30 +19,153 4.23% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 457,155 25,276 0.02% 0.02% 31 -56,736 -11.04% Q4 2025 Feb 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 415,444 22,969 0.68% 0.67% 32 -49,216 -10.59% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 409,258 22,627 0.01% 0.01% 33 +31,616 8.37% Q4 2025 Feb 17, 2026
Portman Square Capital LLP History Reduced 406,230 22,460 0.99% 0.98% 34 -10,827 -2.6% Q4 2025 Jan 23, 2026
Bank of New York Mellon Corp History Reduced 389,053 21,510 0.0% 0.0% 35 -40,512 -9.43% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 377,687 20,882 0.01% 0.01% 36 +6,128 1.65% Q4 2025 Feb 10, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 372,814 20,612 0.39% 0.65% 37 -347,803 -48.26% Q4 2025 Jan 13, 2026
Potrero Capital Research LLC History New 370,557 20,488 6.9% 38 +370,557 New Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 325,762 18,011 0.01% 0.01% 39 +16,882 5.47% Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Reduced 312,597 17,283 0.0% 0.0% 40 -7,897 -2.46% Q4 2025 Feb 17, 2026
PSquared Asset Management AG History New 304,576 16,840 7.87% 41 +304,576 New Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 302,846 16,744 0.0% 0.0% 42 +118,137 63.96% Q4 2025 Feb 12, 2026
GAGNON SECURITIES LLC History Added to 279,398 15,447 3.15% 2.97% 43 +479 0.17% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 278,388 15,392 0.0% 44 +278,388 New Q4 2025 Feb 17, 2026
Select Equity Group, L.P. History Added to 274,540 15,179 0.07% 0.06% 45 +7,518 2.82% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 262,811 14,532 0.0% 0.0% 46 +1,588 0.61% Q4 2025 Feb 17, 2026
Ananym Capital Management, LP History Reduced 253,482 14,015 5.76% 9.03% 47 -189,029 -42.72% Q4 2025 Feb 17, 2026
Topline Capital Management, LLC History Reduced 237,173 13,113 1.19% 5.2% 48 -332,764 -58.39% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 226,633 12,530 0.0% 0.0% 49 -2,269 -0.99% Q4 2025 Feb 19, 2026
SEI INVESTMENTS CO History Added to 215,377 11,908 0.01% 0.01% 50 +44,477 26.03% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 204,498 11,306 0.0% 0.0% 51 +949 0.47% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 199,860 11,270 0.0% 0.0% 52 -53,775 -21.2% Q4 2025 Feb 18, 2026
FEDERATED HERMES, INC. History Added to 200,488 11,084 0.02% 0.01% 53 +65,964 49.04% Q4 2025 Feb 12, 2026
Woodline Partners LP History New 200,378 11,078 0.04% 54 +200,378 New Q4 2025 Feb 17, 2026
Cinctive Capital Management LP History Added to 199,544 11,032 0.6% 0.39% 55 +46,688 30.54% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 196,346 10,855 0.03% 0.01% 56 +146,316 292.46% Q4 2025 Feb 12, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 191,031 10,562 0.14% 0.24% 57 -147,928 -43.64% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 172,905 9,559 0.03% 0.04% 58 -29,898 -14.74% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 172,211 9,521 0.04% 0.04% 59 -3,266 -1.86% Q4 2025 Jan 29, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 167,756 9,275 0.01% 0.01% 60 0 0.0% Q4 2025 Feb 12, 2026
Barton Investment Management History Reduced 160,204 8,857 0.95% 0.88% 61 -1,648 -1.02% Q4 2025 Jan 21, 2026
NICHOLAS COMPANY, INC. History Added to 141,890 7,845 0.14% 0.13% 62 +65 0.05% Q4 2025 Feb 04, 2026
Legal & General Group Plc History Reduced 130,652 7,223 0.0% 0.0% 63 -11,974 -8.4% Q4 2025 Feb 09, 2026
RHUMBLINE ADVISERS History Reduced 130,193 7,198 0.01% 0.01% 64 -16,287 -11.12% Q4 2025 Feb 13, 2026
Gagnon Advisors, LLC History No change 130,050 7,190 4.56% 4.26% 65 0 0.0% Q4 2025 Feb 13, 2026
RENAISSANCE GROUP LLC History Reduced 127,461 7,047 0.28% 0.26% 66 -28 -0.02% Q4 2025 Feb 11, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 124,383 6,877 0.07% 0.07% 67 -895 -0.71% Q4 2025 Feb 10, 2026
Governors Lane LP History New 118,602 6,557 0.39% 68 +118,602 New Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 116,561 6,444 0.0% 0.0% 69 -2,750 -2.3% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 112,934 6,244 0.0% 0.0% 70 -5,982 -5.03% Q4 2025 Feb 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 112,010 6,193 0.21% 0.01% 71 +106,590 1966.61% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 109,687 6,061 0.01% 0.01% 72 -14,312 -11.54% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 107,740 5,957 0.01% 0.02% 73 -70,507 -39.56% Q4 2025 Feb 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 107,177 5,925 0.02% 0.02% 74 -3,376 -3.05% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 103,700 5,733 0.0% 0.0% 75 +1,300 1.27% Q4 2025 Feb 12, 2026
Robeco Institutional Asset Management B.V. History Reduced 100,000 5,529 0.01% 0.01% 76 -20,000 -16.67% Q4 2025 Jan 23, 2026
WELLS FARGO & COMPANY/MN History Added to 91,913 5,081 0.0% 0.0% 77 +21,269 30.11% Q4 2025 Feb 13, 2026
WESTERLY CAPITAL MANAGEMENT, LLC History New 90,000 4,976 1.09% 78 +90,000 New Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 86,511 4,783 0.0% 0.0% 79 -12,276 -12.43% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 85,023 4,700 0.01% 0.01% 80 +1,862 2.24% Q4 2025 Feb 17, 2026
Granite Investment Partners, LLC History Reduced 80,364 4,443 0.26% 0.29% 81 -17,052 -17.5% Q4 2025 Feb 12, 2026
Walleye Trading LLC History Added to 80,100 4,428 0.01% 0.0% 82 +51,448 179.56% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 75,746 4,187 0.0% 0.0% 83 -67,194 -47.01% Q4 2025 Feb 10, 2026
SOROS FUND MANAGEMENT LLC History New 75,000 4,146 0.05% 84 +75,000 New Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Added to 73,965 4,089 0.02% 0.01% 85 +49,211 198.8% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History New 73,273 4,051 0.01% 86 +73,273 New Q4 2025 Feb 17, 2026
READYSTATE ASSET MANAGEMENT LP History New 70,242 3,883 0.16% 87 +70,242 New Q4 2025 Feb 17, 2026
Bullseye Asset Management LLC History Added to 69,042 3,817 2.06% 1.78% 88 +5,000 7.81% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 65,447 3,618 0.0% 0.0% 89 -130 -0.2% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 64,311 3,555 0.0% 0.0% 90 -63,023 -49.49% Q4 2025 Feb 17, 2026
Sone Capital Management, LLC History Reduced 64,277 3,553 0.29% 0.46% 91 -39,120 -37.83% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 63,801 3,527 0.01% 0.01% 92 -21,441 -25.15% Q4 2025 Feb 17, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 63,419 3,506 0.01% 0.01% 93 -34 -0.05% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 58,841 3,253 0.0% 0.0% 94 +57,852 5849.54% Q4 2025 Feb 05, 2026
Centiva Capital, LP History New 58,800 3,251 0.03% 95 +58,800 New Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 50,835 2,810 0.0% 0.0% 96 -123 -0.24% Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History Reduced 50,371 2,785 0.1% 0.21% 97 -53,861 -51.67% Q4 2025 Feb 11, 2026
PRUDENTIAL FINANCIAL INC History Reduced 46,945 2,686 0.0% 0.0% 98 -5,213 -9.99% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 47,400 2,620 0.0% 0.0% 99 0 0.0% Q4 2025 Feb 17, 2026
Redmond Asset Management, LLC History Reduced 47,262 2,613 0.67% 0.63% 100 -862 -1.79% Q4 2025 Feb 09, 2026
DEUTSCHE BANK AG\ History Reduced 42,711 2,361 0.0% 0.0% 101 -2,762 -6.07% Q4 2025 Feb 11, 2026
HARVEST MANAGEMENT LLC History New 42,000 2,322 0.74% 102 +42,000 New Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 39,787 2,199 0.01% 0.01% 103 -460 -1.14% Q4 2025 Jan 30, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History New 35,450 1,960 0.14% 104 +35,450 New Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Reduced 33,231 1,837 0.01% 0.01% 105 -33,190 -49.97% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Added to 33,000 1,824 0.05% 0.03% 106 +11,000 50.0% Q4 2025 Feb 03, 2026
Bridge City Capital, LLC History Reduced 30,996 1,713 0.5% 0.51% 107 -4,992 -13.87% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 29,136 1,610 0.01% 0.08% 108 -294,151 -90.99% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 28,847 1,594 0.0% 0.0% 109 -12,434 -30.12% Q4 2025 Feb 13, 2026
Man Group plc History Added to 28,359 1,567 0.0% 0.0% 110 +22,392 375.26% Q4 2025 Feb 17, 2026
Amundi History Reduced 27,548 1,523 0.0% 0.0% 111 -3,776 -12.05% Q4 2025 Feb 17, 2026
Chicago Capital, LLC History Reduced 27,537 1,522 0.04% 0.04% 112 -65 -0.24% Q4 2025 Jan 26, 2026
Illinois Municipal Retirement Fund History Added to 27,399 1,514 0.02% 0.02% 113 +39 0.14% Q4 2025 Feb 11, 2026
NOMURA HOLDINGS INC History New 26,920 1,488 0.0% 114 +26,920 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 26,491 1,464 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 12, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 25,599 1,415 0.0% 0.0% 116 +16,086 169.09% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Reduced 25,466 1,408 0.01% 0.01% 117 -693 -2.65% Q4 2025 Jan 23, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 24,217 1,338 0.0% 0.0% 118 +16 0.07% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 23,725 1,311 0.0% 119 +23,725 New Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History No change 23,569 1,302 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 22,900 1,266 0.02% 0.02% 121 -1,000 -4.18% Q4 2025 Jan 16, 2026
GLENMEDE TRUST CO NA History New 22,543 1,246 0.01% 122 +22,543 New Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 21,748 1,202 0.02% 0.02% 123 -4,748 -17.92% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 20,900 1,155 0.0% 0.0% 125 -46,340 -68.92% Q4 2025 Jan 29, 2026
GROUP ONE TRADING LLC History Added to 20,900 1,155 0.0% 0.0% 124 +16,601 386.16% Q4 2025 Feb 12, 2026
Athos Capital Ltd History New 20,000 1,106 0.42% 126 +20,000 New Q4 2025 Feb 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 19,408 1,073 0.05% 127 +19,408 New Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 18,912 1,045 0.0% 0.0% 128 +1,974 11.65% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 18,884 1,044 0.01% 0.01% 129 -2,898 -13.3% Q4 2025 Feb 10, 2026
BNP Paribas Asset Management Holding S.A. History New 17,229 952 0.0% 130 +17,229 New Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 16,038 886 0.0% 0.0% 131 +268 1.7% Q4 2025 Feb 17, 2026
Diametric Capital, LP History New 15,993 884 0.24% 132 +15,993 New Q4 2025 Feb 13, 2026
Campbell & CO Investment Adviser LLC History Reduced 15,944 881 0.04% 0.08% 133 -4,791 -23.11% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 15,736 870 0.0% 0.0% 134 +1,216 8.37% Q4 2025 Jan 27, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 15,597 862 0.0% 0.0% 135 -200 -1.27% Q4 2025 Jan 30, 2026
Holocene Advisors, LP History Reduced 15,321 847 0.0% 0.0% 136 -12,746 -45.41% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 15,216 841 0.0% 0.0% 137 +6,482 74.22% Q4 2025 Jan 09, 2026
Creative Planning History Added to 14,890 823 0.0% 0.0% 138 +2,603 21.18% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 14,669 811 0.0% 0.0% 139 -999 -6.38% Q4 2025 Jan 28, 2026
AMALGAMATED BANK History Reduced 14,590 807 0.01% 0.01% 140 -553 -3.65% Q4 2025 Feb 05, 2026
SIMPLEX TRADING, LLC History Reduced 14,400 796 0.0% 0.0% 141 -18,700 -56.5% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Reduced 14,309 791 0.0% 0.0% 142 -1,749 -10.89% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 14,061 777 0.0% 0.0% 143 +5,469 63.65% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 13,802 763 0.01% 0.01% 144 -787 -5.39% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Reduced 13,600 752 0.0% 0.03% 145 -136,700 -90.95% Q4 2025 Feb 06, 2026
D. E. Shaw & Co., Inc. History Reduced 13,445 743 0.0% 0.0% 146 -4,543 -25.26% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 12,997 719 0.01% 0.01% 147 -1,693 -11.52% Q4 2025 Jan 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 13,519 696 0.01% 0.01% 148 -2,547 -15.85% Q4 2025 Jan 21, 2026
LPL Financial LLC History Reduced 12,565 694 0.0% 0.0% 149 -2,733 -17.87% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 12,409 686 0.0% 0.0% 150 +2,107 20.45% Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 12,371 683 0.0% 0.0% 151 -868 -6.56% Q4 2025 Feb 10, 2026
Brevan Howard Capital Management LP History New 12,193 674 0.01% 152 +12,193 New Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 11,475 634 0.01% 0.01% 153 -196 -1.68% Q4 2025 Feb 04, 2026
AlphaQuest LLC History Reduced 11,265 622 0.03% 0.1% 154 -17,553 -60.91% Q4 2025 Feb 09, 2026
KLP KAPITALFORVALTNING AS History Added to 11,200 619 0.0% 0.0% 155 +500 4.67% Q4 2025 Jan 28, 2026
Pinnacle Financial Partners, Inc. History New 10,578 584 0.0% 156 +10,578 New Q4 2025 Feb 18, 2026
State of Wyoming History Added to 10,426 576 0.06% 0.05% 157 +2,411 30.08% Q4 2025 Feb 11, 2026
ProShare Advisors LLC History Added to 10,236 565 0.0% 0.0% 158 +58 0.57% Q4 2025 Feb 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 10,000 552 0.05% 159 +10,000 New Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Reduced 11,561 537 0.0% 0.0% 160 -914 -7.33% Q4 2025 Feb 18, 2026
TD Waterhouse Canada Inc. History New 9,500 524 0.0% 162 +9,500 New Q4 2025 Jan 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,493 524 0.0% 0.0% 161 -136 -1.41% Q4 2025 Feb 12, 2026
MCMORGAN & CO LLC History Reduced 8,985 496 0.08% 0.48% 163 -49,664 -84.68% Q4 2025 Feb 11, 2026
JUPITER ASSET MANAGEMENT LTD History Reduced 8,736 483 0.0% 0.0% 164 -1,137 -11.52% Q4 2025 Feb 10, 2026
MARSHALL WACE, LLP History Reduced 8,650 478 0.0% 0.0% 165 -67,978 -88.71% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History No change 8,635 477 0.0% 0.0% 166 0 0.0% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Reduced 8,621 476 0.0% 0.0% 167 -345 -3.85% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History No change 7,721 426 0.0% 0.0% 168 0 0.0% Q4 2025 Jan 29, 2026
Resona Asset Management Co.,Ltd. History No change 7,650 422 0.0% 0.0% 169 0 0.0% Q4 2025 Feb 06, 2026
Keebeck Wealth Management History Reduced 7,632 421 0.05% 0.05% 170 -755 -9.0% Q4 2025 Feb 17, 2026
Ewing Morris & Co. Investment Partners Ltd. History New 7,500 419 0.18% 171 +7,500 New Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History No change 7,350 406 0.02% 0.02% 172 0 0.0% Q4 2025 Jan 12, 2026
TWO SIGMA SECURITIES, LLC History Added to 7,319 404 0.06% 0.03% 173 +3,159 75.94% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Reduced 7,276 402 0.01% 0.01% 174 -198 -2.65% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 7,157 395 0.0% 0.0% 175 +256 3.71% Q4 2025 Jan 16, 2026
Papamarkou Wellner Asset Management inc. History Reduced 6,997 386 0.23% 0.34% 176 -3,248 -31.7% Q4 2025 Feb 18, 2026
Pacific Park Financial, Inc. History New 6,726 371 0.23% 177 +6,726 New Q4 2025 Jan 30, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 6,601 364 0.0% 0.0% 178 -10 -0.15% Q4 2025 Jan 28, 2026
CIM INVESTMENT MANAGEMENT INC History No change 6,139 339 0.09% 0.09% 179 0 0.0% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 6,034 333 0.0% 0.0% 180 +1,345 28.68% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,843 323 0.0% 0.0% 181 0 0.0% Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Reduced 5,820 321 0.01% 0.01% 183 -10,243 -63.77% Q4 2025 Feb 18, 2026
US BANCORP \DE\ History Reduced 5,815 321 0.0% 0.0% 182 -1,857 -24.2% Q4 2025 Jan 30, 2026
Vanguard Personalized Indexing Management, LLC History Added to 5,781 319 0.0% 0.0% 184 +954 19.76% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 5,728 316 0.0% 0.0% 185 +5,296 1225.93% Q4 2025 Mar 16, 2026
FNY Investment Advisers, LLC History Added to 5,500 304 0.09% 0.03% 187 +4,000 266.67% Q4 2025 Jan 16, 2026
Yorktown Management & Research Co Inc History No change 5,500 304 0.24% 0.23% 186 0 0.0% Q4 2025 Jan 23, 2026
FRANKLIN RESOURCES INC History Added to 5,335 294 0.0% 0.0% 188 +319 6.36% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 5,059 279 0.0% 0.0% 190 -6,154 -54.88% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History New 5,043 279 0.0% 189 +5,043 New Q4 2025 Feb 11, 2026
Legato Capital Management LLC History Reduced 4,923 272 0.02% 0.05% 191 -4,548 -48.02% Q4 2025 Feb 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 4,901 270 0.0% 0.02% 192 -22,030 -81.8% Q4 2025 Feb 02, 2026
Ensign Peak Advisors, Inc History Reduced 4,863 268 0.0% 0.0% 193 -10,316 -67.96% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 4,821 266 0.0% 0.0% 194 -2,855 -37.19% Q4 2025 Feb 13, 2026
Third View Private Wealth, LLC History New 4,766 263 0.04% 196 +4,766 New Q4 2025 Jan 23, 2026
Atria Investments, Inc History Reduced 4,770 263 0.0% 0.0% 195 -1,118 -18.99% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Added to 4,731 261 0.0% 0.0% 197 +189 4.16% Q4 2025 Feb 13, 2026
ATLAS CAPITAL ADVISORS INC. History New 4,655 257 0.03% 198 +4,655 New Q4 2025 Feb 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 4,555 251 0.0% 0.0% 199 +352 8.37% Q4 2025 Feb 17, 2026
Hennion & Walsh Asset Management, Inc. History New 4,464 246 0.01% 200 +4,464 New Q4 2025 Jan 14, 2026
Ameritas Investment Partners, Inc. History No change 4,352 240 0.01% 0.01% 201 0 0.0% Q4 2025 Feb 11, 2026
Abel Hall, LLC History New 4,334 239 0.06% 202 +4,334 New Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 4,300 237 0.0% 0.0% 203 -1,400 -24.56% Q4 2025 Feb 17, 2026
DF DENT & CO INC History No change 4,270 236 0.0% 0.0% 204 0 0.0% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 4,151 229 0.0% 0.0% 205 -27 -0.65% Q4 2025 Feb 10, 2026
XPONANCE LLC History Added to 4,118 227 0.0% 0.0% 206 +13 0.32% Q4 2025 Feb 12, 2026
ZWJ INVESTMENT COUNSEL INC History No change 4,043 223 0.01% 0.01% 207 0 0.0% Q4 2025 Jan 23, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 3,979 219 0.02% 208 +3,979 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 3,914 216 0.0% 209 +3,914 New Q4 2025 Feb 18, 2026
Virtu Financial LLC History New 3,807 210 0.01% 210 +3,807 New Q4 2025 Feb 23, 2026
Farringdon Capital, Ltd. History New 3,787 209 0.05% 211 +3,787 New Q4 2025 Feb 17, 2026
Hardy Reed LLC History New 3,715 205 0.01% 213 +3,715 New Q4 2025 Feb 06, 2026
Crossmark Global Holdings, Inc. History New 3,712 205 0.0% 212 +3,712 New Q4 2025 Feb 03, 2026
Stanley-Laman Group, Ltd. History New 3,680 203 0.03% 214 +3,680 New Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Added to 3,595 198 0.0% 0.0% 215 +1,467 68.94% Q4 2025 Feb 17, 2026
ST GERMAIN D J CO INC History New 3,173 175 0.01% 216 +3,173 New Q4 2025 Jan 29, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,386 131 0.0% 0.0% 217 +1,350 130.31% Q4 2025 Feb 13, 2026
Pacer Advisors, Inc. History Reduced 2,217 122 0.0% 0.0% 218 -1,391 -38.55% Q4 2025 Feb 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,136 118 0.0% 0.0% 219 -62 -2.82% Q4 2025 Feb 06, 2026
Quent Capital, LLC History New 2,079 114 0.01% 220 +2,079 New Q4 2025 Jan 29, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,004 110 0.01% 221 +2,004 New Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 1,857 102 0.0% 0.0% 222 -40 -2.11% Q4 2025 Feb 02, 2026
CIBC Private Wealth Group LLC History Reduced 1,823 100 0.0% 0.0% 223 -5 -0.27% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 1,704 94 0.0% 0.0% 224 +1,174 221.51% Q4 2025 Jan 05, 2026
KBC Group NV History No change 1,589 88 0.0% 0.0% 225 0 0.0% Q4 2025 Jan 26, 2026
Asset Management One Co., Ltd. History Reduced 1,469 84 0.0% 0.0% 226 -914 -38.36% Q4 2025 Jan 27, 2026
Smartleaf Asset Management LLC History Reduced 1,473 84 0.0% 0.01% 227 -689 -31.87% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,439 80 0.0% 0.0% 228 +1,011 236.21% Q4 2025 Feb 09, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 1,300 71 0.05% 0.05% 229 0 0.0% Q4 2025 Feb 03, 2026
CWM, LLC History Added to 1,253 69 0.0% 0.0% 230 +10 0.8% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 1,220 67 0.0% 0.0% 232 +920 306.67% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,216 67 0.0% 0.0% 231 -138 -10.19% Q4 2025 Feb 09, 2026
OSAIC HOLDINGS, INC. History Reduced 948 52 0.0% 0.0% 233 -188 -16.55% Q4 2025 Feb 17, 2026
Bayforest Capital Ltd History New 722 39 0.03% 235 +722 New Q4 2025 Jan 27, 2026
MAI Capital Management History No change 707 39 0.0% 0.0% 234 0 0.0% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 679 37 0.0% 0.0% 236 -140 -17.09% Q4 2025 Jan 15, 2026
Versant Capital Management, Inc History Reduced 649 35 0.0% 0.0% 237 -18 -2.7% Q4 2025 Jan 08, 2026
CVA Family Office, LLC History No change 615 34 0.0% 0.0% 238 0 0.0% Q4 2025 Jan 12, 2026
Atlantic Union Bankshares Corp History Added to 534 29 0.0% 0.0% 239 +49 10.1% Q4 2025 Feb 04, 2026
Kestra Advisory Services, LLC History New 504 27 0.0% 240 +504 New Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 476 26 0.0% 0.0% 241 +1 0.21% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History Reduced 433 23 0.0% 0.01% 242 -2,199 -83.55% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Reduced 421 22 0.0% 0.0% 243 -26 -5.82% Q4 2025 Jan 28, 2026
Parallel Advisors, LLC History Added to 358 19 0.0% 0.0% 245 +24 7.19% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 353 19 0.0% 0.0% 244 -6 -1.67% Q4 2025 Jan 26, 2026
Sterling Capital Management LLC History Added to 341 18 0.0% 0.0% 246 +215 170.63% Q4 2025 Feb 13, 2026
EFG International AG History New 308 17 0.0% 248 +308 New Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 313 17 0.0% 0.0% 247 +92 41.63% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 273 15 0.0% 251 +273 New Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Reduced 278 15 0.0% 0.01% 250 -196 -41.35% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 274 15 0.0% 0.0% 249 0 0.0% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 240 13 0.0% 252 +240 New Q4 2025 Feb 11, 2026
STRS OHIO History New 200 11 0.0% 253 +200 New Q4 2025 Feb 02, 2026
Steward Partners Investment Advisory, LLC History No change 212 11 0.0% 0.0% 254 0 0.0% Q4 2025 Feb 12, 2026
Covestor Ltd History No change 155 9 0.0% 0.0% 255 0 0.0% Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History New 162 8 0.0% 256 +162 New Q4 2025 Jan 21, 2026
Elequin Capital, LP History New 152 8 0.0% 257 +152 New Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History New 143 7 0.0% 258 +143 New Q4 2025 Jan 26, 2026
DHJJ Financial Advisors, Ltd. History No change 136 7 0.0% 0.0% 259 0 0.0% Q4 2025 Jan 23, 2026
Pier Capital, LLC History Reduced 113 6 0.0% 1.16% 260 -140,040 -99.92% Q4 2025 Feb 03, 2026
Allworth Financial LP History New 121 6 0.0% 261 +121 New Q4 2025 Feb 05, 2026
Leonteq Securities AG History Reduced 97 5 0.0% 0.0% 264 -378 -79.58% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 105 5 0.0% 0.0% 262 +30 40.0% Q4 2025 Feb 10, 2026
WPG Advisers, LLC History Added to 95 5 0.0% 0.0% 266 +15 18.75% Q4 2025 Jan 28, 2026
Bare Financial Services, Inc History Added to 107 5 0.0% 0.0% 265 +11 11.46% Q4 2025 Feb 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 103 5 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 03, 2026
BIRCHBROOK, INC. History No change 100 5 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 04, 2026
Kemnay Advisory Services Inc. History New 86 4 0.0% 269 +86 New Q4 2025 Feb 17, 2026
CBIZ Investment Advisory Services, LLC History New 80 4 0.0% 271 +80 New Q4 2025 Feb 09, 2026
Marquette Asset Management, LLC History Added to 74 4 0.0% 0.0% 268 +49 196.0% Q4 2025 Jan 16, 2026
Farther Finance Advisors, LLC History Added to 75 4 0.0% 0.0% 272 +46 158.62% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History Reduced 88 4 0.0% 0.0% 270 -25 -22.12% Q4 2025 Feb 06, 2026
SHP Wealth Management History New 70 3 0.0% 274 +70 New Q4 2025 Mar 04, 2026
Rachor Investment Advisory Services, LLC History New 56 3 0.0% 275 +56 New Q4 2025 Jan 30, 2026
MassMutual Private Wealth & Trust, FSB History Added to 72 3 0.0% 0.0% 273 +24 50.0% Q4 2025 Jan 07, 2026
MidFirst Bank History New 2,509 2 0.0% 279 +2,509 New Q4 2025 Feb 25, 2026
ASSETMARK, INC History Added to 43 2 0.0% 276 +39 975.0% Q4 2025 Jan 23, 2026
TUCKER ASSET MANAGEMENT LLC History New 38 2 0.0% 277 +38 New Q4 2025 Feb 05, 2026
Bell Investment Advisors, Inc History Added to 39 2 0.0% 0.0% 278 +15 62.5% Q4 2025 Feb 24, 2026
Arax Advisory Partners History Reduced 21 1 0.0% 0.0% 283 -199 -90.45% Q4 2025 Feb 13, 2026
Triumph Capital Management History New 35 1 0.0% 284 +35 New Q4 2025 Feb 12, 2026
Advocate Investing Services LLC History New 25 1 0.0% 288 +25 New Q4 2025 Feb 12, 2026
Your Advocates Ltd., LLP History Reduced 22 1 0.0% 0.0% 285 -3 -12.0% Q4 2025 Feb 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 28 1 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History No change 36 1 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History No change 22 1 0.0% 0.0% 282 0 0.0% Q4 2025 Jan 20, 2026
WOLFF WIESE MAGANA LLC History No change 32 1 0.0% 0.0% 286 0 0.0% Q4 2025 Jan 14, 2026
Plato Investment Management Ltd History No change 29 1 0.0% 0.0% 287 0 0.0% Q4 2025 Feb 04, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.01% -191,695 -100.0% Q3 2025 Nov 14, 2025
Andra AP-fonden History Closed out 0 0 0.07% -99,446 -100.0% Q3 2025 Nov 12, 2025
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 0.48% -42,000 -100.0% Q3 2025 Nov 03, 2025
BDF-GESTION History Closed out 0 0 0.19% -29,860 -100.0% Q3 2025 Oct 09, 2025
Integrated Quantitative Investments LLC History Closed out 0 0 0.3% -19,816 -100.0% Q3 2025 Nov 12, 2025
CEERA INVESTMENTS, LLC History Closed out 0 0 0.31% -18,844 -100.0% Q3 2025 Nov 05, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -17,719 -100.0% Q3 2025 Nov 14, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -11,365 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -9,868 -100.0% Q3 2025 Nov 14, 2025
DC Investments Management, LLC History Closed out 0 0 0.18% -8,353 -100.0% Q3 2025 Nov 10, 2025
XTX Topco Ltd History Closed out 0 0 0.02% -6,912 -100.0% Q3 2025 Nov 14, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.07% -6,503 -100.0% Q3 2025 Nov 14, 2025
SUMMIT WEALTH GROUP LLC / CO History Closed out 0 0 0.05% -5,993 -100.0% Q3 2025 Feb 05, 2026
Trust Point Inc. History Closed out 0 0 0.02% -5,148 -100.0% Q3 2025 Oct 10, 2025
VIRTUS ADVISERS, LLC History Closed out 0 0 0.11% -3,761 -100.0% Q3 2025 Feb 13, 2026
Aster Capital Management (DIFC) Ltd History Reduced 2 0 0.02% -722 -99.72% Q4 2025 Feb 17, 2026
Rise Advisors, LLC History Closed out 0 0 0.01% -381 -100.0% Q3 2025 Oct 08, 2025
Park Place Capital Corp History Closed out 0 0 0.0% -319 -100.0% Q3 2025 Oct 22, 2025
Optiver Holding B.V. History Reduced 7 0 0.0% -189 -96.43% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -81 -100.0% Q3 2025 Nov 14, 2025
Stephens Consulting, LLC History Closed out 0 0 0.0% -81 -100.0% Q3 2025 Oct 15, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -55 -100.0% Q3 2025 Nov 12, 2025
OSTERWEIS CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -43 -100.0% Q3 2025 Nov 14, 2025
Cherry Tree Wealth Management, LLC History Closed out 0 0 0.0% -43 -100.0% Q3 2025 Nov 24, 2025
MONTAG A & ASSOCIATES INC History Reduced 14 0 0.0% -11 -44.0% Q4 2025 Feb 02, 2026
TD PRIVATE CLIENT WEALTH LLC History New 11 0 +11 New Q4 2025 Feb 05, 2026
Ankerstar Wealth, LLC History New 11 0 +11 New Q4 2025 Feb 12, 2026
OPTIMA CAPITAL LLC History New 11 0 +11 New Q4 2025 Jan 23, 2026
Signature Equity Partners, LLC History New 11 0 +11 New Q4 2025 Feb 17, 2026
Monetary Solutions, Ltd History New 10 0 +10 New Q4 2025 Feb 23, 2026
PROFFITT & GOODSON INC History Closed out 0 0 -6 -100.0% Q3 2025 Oct 21, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 -6 -100.0% Q3 2025 Nov 19, 2025
Clearstead Trust, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 10, 2025
GILPIN WEALTH MANAGEMENT, LLC History New 4 0 +4 New Q4 2025 Feb 11, 2026
DV Trading LLC History New 2 0 +2 New Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History No change 15 0 0 0.0% Q4 2025 Feb 09, 2026
Capital Advisors, Ltd. LLC History No change 5 0 0 0.0% Q4 2025 Jan 21, 2026
Avion Wealth History No change 11 0 0 0.0% Q4 2025 Jan 23, 2026
Abound Wealth Management History No change 3 0 0 0.0% Q4 2025 Jan 12, 2026
True Wealth Design, LLC History No change 8 0 0 0.0% Q4 2025 Jan 08, 2026
Strategic Advocates LLC History No change 2 0 0 0.0% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History No change 13 0 0 0.0% Q4 2025 Feb 12, 2026