BLACKBAUD INC - BLKB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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
CLEARLAKE CAPITAL GROUP, L.P. History No change 9,751,837 617,486 57.82% 58.58% 1 0 0.0% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 5,378,155 340,544 0.0% 0.01% 2 -138,277 -2.51% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 4,743,400 300,352 0.01% 0.01% 3 -189,349 -3.84% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 4,318,917 273,474 0.02% 0.02% 4 -10,676 -0.25% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,505,162 95,306 0.0% 0.0% 5 -78,540 -4.96% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 1,497,027 94,791 0.04% 0.05% 6 -64,679 -4.14% Q4 2025 Feb 17, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 1,089,951 69,015 1.3% 1.35% 7 -134,458 -10.98% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 975,085 61,742 0.01% 0.01% 8 +5,709 0.59% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 961,138 60,868 0.0% 0.0% 9 -5,927 -0.61% Q4 2025 Feb 09, 2026
Van Berkom & Associates Inc. History Added to 779,935 49,385 1.42% 1.24% 10 +111,388 16.66% Q4 2025 Feb 02, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 767,792 48,616 0.03% 0.01% 11 +469,391 157.3% Q4 2025 Feb 17, 2026
P2 Capital Partners, LLC History No change 630,303 39,910 10.22% 7.79% 12 0 0.0% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 571,173 36,166 0.0% 0.01% 13 -57,560 -9.15% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 538,489 34,097 0.0% 0.0% 14 +90,143 20.11% Q4 2025 Feb 17, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 488,033 30,902 0.92% 0.98% 15 -74,905 -13.31% Q4 2025 Feb 17, 2026
NORGES BANK History New 471,351 29,845 0.0% 16 +471,351 New Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 465,670 29,486 0.0% 0.0% 17 +26,155 5.95% Q4 2025 Feb 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 400,735 25,374 0.09% 0.08% 18 +50,235 14.33% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 397,520 25,170 0.0% 0.0% 19 +7,846 2.01% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Added to 393,989 24,947 0.02% 0.02% 20 +41,082 11.64% Q4 2025 Feb 13, 2026
Clearline Capital LP History Added to 385,281 24,395 1.2% 0.94% 21 +66,688 20.93% Q4 2025 Feb 17, 2026
SG Capital Management LLC History Reduced 339,361 21,488 2.06% 3.43% 22 -259,186 -43.3% Q4 2025 Feb 13, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History Reduced 330,030 20,897 1.1% 1.17% 23 -89,159 -21.27% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 316,037 20,011 0.07% 0.07% 24 0 0.0% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 286,806 18,160 0.0% 0.0% 25 -67,453 -19.04% Q4 2025 Mar 25, 2026
Nuveen, LLC History Reduced 254,441 16,111 0.0% 0.01% 26 -146,637 -36.56% Q4 2025 Feb 12, 2026
Tributary Capital Management, LLC History Reduced 245,682 15,556 1.53% 1.47% 27 -6,189 -2.46% Q4 2025 Jan 27, 2026
CITADEL ADVISORS LLC History Added to 233,417 14,779 0.0% 0.0% 28 +136,845 141.7% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 229,713 14,545 0.0% 0.0% 29 -2,335 -1.01% Q4 2025 Feb 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 214,487 13,581 0.05% 0.03% 30 +88,032 69.62% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 210,659 13,338 0.0% 0.0% 31 +17,322 8.96% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 208,329 13,191 0.01% 0.01% 32 -74,065 -26.23% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 185,197 11,726 0.02% 0.02% 33 +174 0.09% Q4 2025 Feb 12, 2026
FMR LLC History Added to 180,788 11,447 0.0% 0.0% 34 +35,486 24.42% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 164,128 10,392 0.0% 0.0% 35 +42,521 34.97% Q4 2025 Jan 29, 2026
MARSHALL WACE, LLP History Reduced 163,114 10,328 0.01% 0.01% 36 -9,462 -5.48% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 158,338 10,025 0.02% 0.02% 37 -13,927 -8.08% Q4 2025 Jan 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 143,484 9,085 0.0% 0.0% 38 +20,511 16.68% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 133,603 8,459 0.0% 0.01% 39 -227,732 -63.03% Q4 2025 Feb 17, 2026
Calamos Advisors LLC History Reduced 133,042 8,424 0.03% 0.03% 40 -3,692 -2.7% Q4 2025 Jan 29, 2026
Qube Research & Technologies Ltd History Added to 132,646 8,399 0.01% 0.01% 41 +15,549 13.28% Q4 2025 Feb 17, 2026
Hillsdale Investment Management Inc. History New 121,900 7,718 0.21% 42 +121,900 New Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Reduced 117,398 7,433 0.0% 0.0% 43 -3,359 -2.78% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 115,691 7,325 0.01% 0.01% 44 -11,984 -9.39% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 114,889 7,274 0.01% 0.01% 45 -12,177 -9.58% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 109,413 6,928 0.0% 0.0% 46 -41,764 -27.63% Q4 2025 Feb 10, 2026
Invesco Ltd. History Added to 106,070 6,716 0.0% 0.0% 47 +2,465 2.38% Q4 2025 Feb 19, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 101,829 6,447 0.02% 0.02% 48 +29,263 40.33% Q4 2025 Feb 17, 2026
LORD, ABBETT & CO. LLC History New 101,550 6,430 0.02% 49 +101,550 New Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 90,540 5,732 0.0% 0.0% 50 +1,860 2.1% Q4 2025 Feb 13, 2026
Sone Capital Management, LLC History Reduced 89,454 5,664 0.46% 0.97% 51 -90,904 -50.4% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 88,051 5,575 0.01% 49.15% 52 -76,565 -46.51% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 87,284 5,526 0.0% 0.0% 53 -5,164 -5.59% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 80,529 5,099 0.05% 0.03% 54 +40,495 101.15% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 79,998 5,065 0.0% 0.0% 55 -4,156 -4.94% Q4 2025 Feb 02, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 78,505 4,970 0.02% 0.02% 56 +25 0.03% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 76,835 4,865 0.0% 0.0% 57 -5,505 -6.69% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 76,553 4,847 0.0% 0.0% 58 +1,300 1.73% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 73,968 4,683 0.0% 0.0% 59 +16,938 29.7% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 71,672 4,538 0.0% 0.0% 60 -2,534 -3.41% Q4 2025 Feb 18, 2026
WINTON GROUP Ltd History New 71,584 4,532 0.16% 61 +71,584 New Q4 2025 Feb 11, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 71,208 4,508 0.13% 0.14% 62 -4,605 -6.07% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 68,737 4,352 0.0% 0.0% 63 +42,746 164.46% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Added to 65,961 4,176 0.12% 0.02% 64 +52,705 397.59% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History New 62,656 3,967 0.0% 65 +62,656 New Q4 2025 Feb 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 62,208 3,939 0.0% 0.0% 66 +61,644 10929.79% Q4 2025 Feb 13, 2026
KESTREL INVESTMENT MANAGEMENT CORP History Reduced 61,550 3,898 2.21% 2.31% 67 -2,100 -3.3% Q4 2025 Feb 03, 2026
HRT FINANCIAL LP History New 61,037 3,864 0.01% 68 +61,037 New Q4 2025 Feb 12, 2026
Legal & General Group Plc History Reduced 59,643 3,776 0.0% 0.0% 69 -4,279 -6.69% Q4 2025 Feb 09, 2026
Triodos Investment Management BV History Added to 59,000 3,747 0.27% 0.25% 70 +5,000 9.26% Q4 2025 Feb 10, 2026
MACKENZIE FINANCIAL CORP History Reduced 58,668 3,719 0.0% 0.0% 71 -2,002 -3.3% Q4 2025 Feb 18, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 53,024 3,357 0.09% 0.07% 72 +7,937 17.6% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 49,845 3,156 0.01% 0.01% 73 -300 -0.6% Q4 2025 Jan 30, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History Reduced 47,074 2,980 0.87% 0.91% 74 -1,093 -2.27% Q4 2025 Jan 13, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 44,728 2,832 0.05% 0.04% 75 +4,806 12.04% Q4 2025 Jan 14, 2026
Retirement Systems of Alabama History Reduced 44,016 2,787 0.01% 0.01% 76 -964 -2.14% Q4 2025 Jan 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 42,181 2,670 0.01% 0.01% 77 +633 1.52% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 41,275 2,613 0.0% 0.0% 78 +37,781 1081.31% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 41,000 2,596 0.0% 0.0% 79 +4,368 11.92% Q4 2025 Jan 28, 2026
MetLife Investment Management, LLC History Reduced 38,991 2,468 0.01% 0.01% 80 -1,964 -4.8% Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 38,413 2,433 0.0% 0.0% 81 +2,185 6.03% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 37,953 2,403 0.0% 0.0% 82 -34 -0.09% Q4 2025 Feb 17, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 37,053 2,346 0.01% 0.02% 83 -30,364 -45.04% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 35,781 2,265 0.0% 84 +35,781 New Q4 2025 Feb 13, 2026
CLARK ESTATES INC/NY History New 35,300 2,235 0.54% 85 +35,300 New Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 34,336 2,174 0.0% 0.0% 86 +1,100 3.31% Q4 2025 Feb 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 33,070 2,093 0.0% 87 +33,070 New Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 32,100 2,033 0.16% 0.13% 88 +5,572 21.0% Q4 2025 Jan 20, 2026
Gotham Asset Management, LLC History Added to 32,000 2,026 0.01% 0.01% 89 +3,464 12.14% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 31,016 1,963 0.0% 0.0% 90 -2,273 -6.83% Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 29,492 1,867 0.06% 0.12% 91 +164 0.56% Q4 2025 Feb 13, 2026
Aristides Capital LLC History Added to 29,476 1,866 0.33% 0.23% 92 +4,476 17.9% Q4 2025 Feb 26, 2026
Atom Investors LP History Reduced 27,223 1,723 0.14% 0.14% 93 -1,370 -4.79% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 26,437 1,674 0.0% 0.0% 94 -1,219 -4.41% Q4 2025 Feb 13, 2026
Jackson Creek Investment Advisors LLC History Added to 25,569 1,619 0.48% 0.37% 95 +5,559 27.78% Q4 2025 Feb 09, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 25,193 1,593 0.0% 0.0% 96 +15,110 149.86% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 24,847 1,573 0.01% 0.01% 97 +255 1.04% Q4 2025 Jan 29, 2026
Engineers Gate Manager LP History Reduced 23,995 1,519 0.02% 0.03% 98 -13,703 -36.35% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 23,894 1,512 0.0% 0.0% 99 -3,074 -11.4% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Added to 23,148 1,465 0.08% 0.07% 100 +5,399 30.42% Q4 2025 Feb 09, 2026
Holocene Advisors, LP History Added to 22,118 1,400 0.0% 0.0% 101 +9,699 78.1% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 21,873 1,384 0.01% 0.01% 102 +426 1.99% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 20,845 1,319 0.0% 0.0% 103 -12,654 -37.77% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 20,416 1,292 0.03% 0.02% 104 +7,286 55.49% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 19,558 1,238 0.0% 0.0% 105 -1,019 -4.95% Q4 2025 Jan 09, 2026
ZACKS INVESTMENT MANAGEMENT History New 18,436 1,167 0.01% 106 +18,436 New Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 17,773 1,125 0.0% 0.0% 107 -24 -0.13% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 17,677 1,119 0.0% 0.0% 108 +625 3.67% Q4 2025 Feb 13, 2026
Amicus Financial Advisors, LLC History New 17,589 1,113 0.31% 109 +17,589 New Q4 2025 Mar 02, 2026
Amundi History Added to 17,550 1,111 0.0% 0.0% 110 +2,460 16.3% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 17,388 1,101 0.0% 0.0% 111 +11,245 183.05% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 17,313 1,096 0.0% 0.0% 112 +109 0.63% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,240 1,091 0.01% 0.02% 113 -11,825 -40.68% Q4 2025 Feb 10, 2026
Cinctive Capital Management LP History New 16,664 1,055 0.06% 114 +16,664 New Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 15,900 1,006 0.0% 115 +15,900 New Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 15,730 996 0.0% 0.0% 116 +2,200 16.26% Q4 2025 Feb 06, 2026
AMALGAMATED BANK History Reduced 15,494 981 0.01% 0.01% 117 -866 -5.29% Q4 2025 Feb 05, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 15,264 966 0.01% 0.01% 118 -1,918 -11.16% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 15,254 965 0.0% 0.0% 119 +8,600 129.25% Q4 2025 Feb 17, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 14,814 938 0.09% 0.09% 120 +412 2.86% Q4 2025 Jan 21, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 14,600 924 0.01% 0.01% 121 0 0.0% Q4 2025 Jan 29, 2026
XTX Topco Ltd History New 14,481 916 0.02% 122 +14,481 New Q4 2025 Feb 17, 2026
Creative Planning History Reduced 14,435 914 0.0% 0.0% 123 -2,292 -13.7% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 14,407 912 0.0% 0.0% 124 +4,731 48.89% Q4 2025 Feb 12, 2026
Global Alpha Capital Management Ltd. History Reduced 14,255 902 0.06% 0.06% 125 -3,200 -18.33% Q4 2025 Feb 11, 2026
Headlands Technologies LLC History Added to 13,795 873 0.07% 0.07% 126 +881 6.82% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 13,411 849 0.0% 0.0% 128 -6,749 -33.48% Q4 2025 Feb 17, 2026
Kesler, Norman & Wride, LLC History Added to 13,415 849 0.15% 0.12% 129 +4,935 58.2% Q4 2025 Feb 10, 2026
Graham Capital Management, L.P. History Added to 13,419 849 0.02% 0.01% 127 +2,942 28.08% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Reduced 13,190 835 0.0% 0.01% 130 -7,572 -36.47% Q4 2025 Feb 17, 2026
PDT Partners, LLC History No change 13,094 829 0.05% 0.05% 131 0 0.0% Q4 2025 Feb 17, 2026
AMERICAN CAPITAL MANAGEMENT INC History Reduced 12,930 818 0.04% 0.04% 132 -829 -6.03% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 12,887 816 0.0% 0.0% 133 +4,340 50.78% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 12,754 807 0.0% 0.0% 134 -1,991 -13.5% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 12,708 804 0.0% 0.0% 135 -1,168 -8.42% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 12,318 779 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 12, 2026
Magnetar Financial LLC History Reduced 12,188 771 0.01% 0.01% 137 -2,355 -16.19% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 12,018 760 0.0% 138 +12,018 New Q4 2025 Feb 17, 2026
Vinva Investment Management Ltd History Reduced 7,685 728 0.01% 0.02% 139 -1,184 -13.35% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 10,775 682 0.0% 0.0% 140 -698 -6.08% Q4 2025 Jan 28, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 10,723 678 0.0% 0.0% 141 -7 -0.07% Q4 2025 Jan 27, 2026
US BANCORP \DE\ History Reduced 10,678 676 0.0% 0.0% 142 -1,287 -10.76% Q4 2025 Jan 30, 2026
Police & Firemen's Retirement System of New Jersey History Added to 10,644 673 0.01% 0.01% 143 +36 0.34% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 10,612 672 0.0% 0.0% 144 -6,948 -39.57% Q4 2025 Feb 10, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 10,529 666 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 10,100 639 0.01% 0.01% 146 -300 -2.88% Q4 2025 Jan 16, 2026
Bridgewater Associates, LP History Added to 9,935 629 0.0% 0.0% 147 +1,869 23.17% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 9,921 628 0.02% 0.02% 148 -253 -2.49% Q4 2025 Feb 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 11,400 614 0.01% 0.01% 149 -342 -2.91% Q4 2025 Jan 21, 2026
Sepio Capital, LP History Reduced 9,558 605 0.03% 0.04% 150 -185 -1.9% Q4 2025 Feb 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 9,178 581 0.0% 0.0% 151 -370 -3.88% Q4 2025 Feb 10, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 9,100 576 0.02% 0.02% 152 0 0.0% Q4 2025 Feb 10, 2026
Aquatic Capital Management LLC History Reduced 8,648 547 0.02% 0.03% 154 -15,218 -63.76% Q4 2025 Feb 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 8,648 547 0.0% 0.0% 153 -200 -2.26% Q4 2025 Jan 29, 2026
ProShare Advisors LLC History Added to 8,588 543 0.0% 0.0% 155 +368 4.48% Q4 2025 Feb 06, 2026
KLP KAPITALFORVALTNING AS History No change 8,500 538 0.0% 0.0% 156 0 0.0% Q4 2025 Jan 28, 2026
AXQ CAPITAL, LP History Added to 8,307 525 0.12% 0.2% 157 +243 3.01% Q4 2025 Feb 10, 2026
GLENMEDE TRUST CO NA History New 8,255 522 0.0% 158 +8,255 New Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 8,206 519 0.01% 0.01% 159 -86 -1.04% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 8,022 508 0.0% 0.0% 160 +2,257 39.15% Q4 2025 Feb 13, 2026
Jain Global LLC History New 7,763 491 0.0% 161 +7,763 New Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Added to 7,382 467 0.04% 0.04% 162 +310 4.38% Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 7,302 462 0.01% 0.01% 163 -200 -2.67% Q4 2025 Feb 04, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 7,024 444 0.0% 0.0% 164 0 0.0% Q4 2025 Feb 12, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History No change 7,000 443 0.11% 0.11% 165 0 0.0% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History Reduced 8,177 439 0.0% 0.0% 166 -350 -4.1% Q4 2025 Feb 18, 2026
MCMORGAN & CO LLC History Reduced 6,892 436 0.07% 0.5% 167 -43,403 -86.3% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History New 6,751 427 0.0% 168 +6,751 New Q4 2025 Feb 13, 2026
Resona Asset Management Co.,Ltd. History Reduced 6,755 427 0.0% 0.0% 169 -105 -1.53% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 6,583 416 0.0% 0.0% 170 +1,369 26.26% Q4 2025 Feb 18, 2026
INCEPTIONR LLC History Added to 6,217 393 0.11% 0.08% 171 +1,249 25.14% Q4 2025 Feb 11, 2026
Pacer Advisors, Inc. History Added to 6,133 388 0.0% 0.0% 172 +1,183 23.9% Q4 2025 Feb 24, 2026
State of Alaska, Department of Revenue History Reduced 6,110 386 0.0% 0.0% 173 -246 -3.87% Q4 2025 Jan 23, 2026
TradeLink Capital LLC History Reduced 6,038 382 3.06% 5.03% 174 -4,854 -44.56% Q4 2025 Feb 04, 2026
Trust Point Inc. History Added to 6,014 380 0.03% 0.03% 175 +184 3.16% Q4 2025 Jan 13, 2026
Callan Family Office, LLC History New 5,941 376 0.01% 176 +5,941 New Q4 2025 Feb 12, 2026
Campbell & CO Investment Adviser LLC History Reduced 5,937 375 0.02% 0.03% 177 -561 -8.63% Q4 2025 Feb 12, 2026
R Squared Ltd History Added to 5,909 374 0.17% 0.13% 178 +1,217 25.94% Q4 2025 Jan 30, 2026
Tidal Investments LLC History Reduced 5,731 362 0.0% 0.0% 179 -45 -0.78% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Added to 5,667 358 0.0% 0.0% 180 +886 18.53% Q4 2025 Jan 29, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 5,518 349 0.0% 0.0% 181 -22,582 -80.36% Q4 2025 Feb 13, 2026
First National Advisers, LLC History Reduced 5,512 349 0.05% 0.05% 182 -262 -4.54% Q4 2025 Feb 04, 2026
PRUDENTIAL FINANCIAL INC History Reduced 5,459 345 0.0% 0.0% 183 -3,035 -35.73% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 5,268 334 0.0% 0.0% 184 +2,887 121.25% Q4 2025 Jan 26, 2026
Jump Financial, LLC History Reduced 5,007 317 0.0% 0.01% 185 -13,293 -72.64% Q4 2025 Feb 17, 2026
Entropy Technologies, LP History New 4,990 315 0.02% 186 +4,990 New Q4 2025 Feb 13, 2026
SUMMITRY LLC History Added to 4,905 310 0.01% 0.01% 187 +738 17.71% Q4 2025 Feb 09, 2026
Walleye Capital LLC History New 4,710 298 0.0% 189 +4,710 New Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History No change 4,700 298 0.0% 0.0% 188 0 0.0% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 4,676 296 0.0% 0.0% 190 +1,455 45.17% Q4 2025 Feb 17, 2026
XPONANCE LLC History Reduced 4,592 290 0.0% 0.0% 191 -750 -14.04% Q4 2025 Feb 12, 2026
Swiss Life Asset Management Ltd History New 4,476 283 0.0% 192 +4,476 New Q4 2025 Feb 04, 2026
Cerity Partners LLC History Added to 4,459 282 0.0% 0.0% 193 +75 1.71% Q4 2025 Feb 11, 2026
GRANDFIELD & DODD, LLC History Reduced 4,420 279 0.02% 0.02% 194 -700 -13.67% Q4 2025 Feb 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 4,404 278 0.0% 0.0% 195 -3,110 -41.39% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 4,173 264 0.0% 0.0% 196 -2,110 -33.58% Q4 2025 Feb 11, 2026
EP Wealth Advisors, LLC History New 3,973 251 0.0% 197 +3,973 New Q4 2025 Feb 18, 2026
Procyon Advisors, LLC History Reduced 3,949 250 0.01% 0.02% 198 -135 -3.31% Q4 2025 Jan 07, 2026
Freestone Grove Partners LP History Reduced 3,876 245 0.0% 0.0% 199 -4,906 -55.86% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 3,864 244 0.0% 0.0% 200 -1,100 -22.16% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 3,948 238 0.0% 201 +3,948 New Q4 2025 Jan 08, 2026
Squarepoint Ops LLC History Reduced 3,744 237 0.0% 0.0% 202 -913 -19.6% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 3,605 228 0.0% 0.0% 203 -6,350 -63.79% Q4 2025 Feb 12, 2026
Vestcor Inc History No change 3,491 221 0.01% 0.01% 204 0 0.0% Q4 2025 Feb 11, 2026
Kemnay Advisory Services Inc. History New 3,404 215 0.03% 205 +3,404 New Q4 2025 Feb 17, 2026
Inscription Capital, LLC History Added to 3,403 215 0.02% 0.02% 206 +185 5.75% Q4 2025 Jan 29, 2026
Marex Group plc History New 3,356 212 0.0% 207 +3,356 New Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History Reduced 3,208 203 0.0% 0.01% 208 -1,509 -31.99% Q4 2025 Feb 11, 2026
Heritage Family Offices, LLP History Reduced 3,220 203 0.09% 0.1% 209 -228 -6.61% Q4 2025 Jan 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 3,390 201 0.0% 0.0% 210 +550 19.37% Q4 2025 Feb 03, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 2,663 168 0.01% 0.0% 211 -100 -3.62% Q4 2025 Feb 04, 2026
Farther Finance Advisors, LLC History Reduced 2,606 165 0.0% 0.0% 213 -153 -5.55% Q4 2025 Jan 23, 2026
New Age Alpha Advisors, LLC History Reduced 2,614 165 0.01% 0.01% 212 -112 -4.11% Q4 2025 Feb 09, 2026
State of Wyoming History Added to 2,320 146 0.02% 0.02% 214 +74 3.29% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,974 124 0.0% 0.0% 215 -1,697 -46.23% Q4 2025 Feb 06, 2026
Atlantic Union Bankshares Corp History New 1,879 118 0.0% 216 +1,879 New Q4 2025 Feb 04, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,700 107 0.0% 0.0% 217 -84 -4.71% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 1,622 102 0.0% 0.0% 218 -3,592 -68.89% Q4 2025 Mar 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,564 99 0.0% 0.0% 219 +26 1.69% Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Reduced 1,321 83 0.0% 0.0% 220 -1,486 -52.94% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 1,280 81 0.0% 0.0% 221 +503 64.74% Q4 2025 Jan 05, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,271 80 0.0% 0.0% 222 -250 -16.44% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 1,173 74 0.0% 0.0% 223 +1,108 1704.62% Q4 2025 Feb 06, 2026
KBC Group NV History No change 1,153 73 0.0% 0.0% 224 0 0.0% Q4 2025 Jan 26, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,072 67 0.0% 0.0% 225 -582 -35.19% Q4 2025 Jan 15, 2026
UMB Bank, n.a. History Added to 937 59 0.0% 0.0% 226 +174 22.8% Q4 2025 Feb 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 944 59 0.01% 0.01% 227 0 0.0% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History New 748 47 0.0% 228 +748 New Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Reduced 705 44 0.01% 0.01% 229 -81 -10.31% Q4 2025 Jan 08, 2026
Sterling Capital Management LLC History Added to 636 40 0.0% 0.0% 230 +44 7.43% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 616 39 0.0% 231 +602 4300.0% Q4 2025 Feb 05, 2026
EverSource Wealth Advisors, LLC History Added to 615 38 0.0% 0.0% 232 +487 380.47% Q4 2025 Feb 06, 2026
Blue Trust, Inc. History Reduced 601 38 0.0% 0.0% 233 -335 -35.79% Q4 2025 Jan 16, 2026
Dougherty Wealth Advisers LLC History No change 592 37 0.02% 0.02% 234 0 0.0% Q4 2025 Jan 29, 2026
ROTHSCHILD INVESTMENT LLC History Added to 565 35 0.0% 0.0% 235 +483 589.02% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 486 30 0.0% 0.0% 236 -206 -29.77% Q4 2025 Feb 17, 2026
Financial Management Professionals, Inc. History No change 419 26 0.0% 0.0% 237 0 0.0% Q4 2025 Jan 27, 2026
Caitong International Asset Management Co., Ltd History Reduced 406 25 0.01% 0.02% 238 -60 -12.88% Q4 2025 Mar 03, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 356 23 0.0% 0.0% 239 +206 137.33% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History Reduced 367 23 0.0% 0.0% 240 -8 -2.13% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 330 20 0.0% 242 +330 New Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 329 20 0.0% 0.0% 241 0 0.0% Q4 2025 Feb 17, 2026
DV Trading LLC History New 288 18 0.0% 243 +288 New Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 265 16 0.0% 246 +265 New Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 254 16 0.0% 0.0% 244 -142 -35.86% Q4 2025 Feb 02, 2026
PRIVATE TRUST CO NA History Added to 262 16 0.0% 0.0% 245 +47 21.86% Q4 2025 Jan 26, 2026
IFP Advisors, Inc History Added to 242 15 0.0% 0.0% 247 +151 165.93% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Reduced 239 15 0.0% 0.0% 248 -26 -9.81% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 227 14 0.0% 249 +227 New Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 200 13 0.0% 251 +200 New Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 213 13 0.0% 0.0% 250 +4 1.91% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History New 175 11 0.0% 253 +175 New Q4 2025 Feb 17, 2026
FINANCIAL CONSULATE, INC History No change 184 11 0.0% 0.0% 252 0 0.0% Q4 2025 Jan 22, 2026
ELEVATION WEALTH PARTNERS, LLC History New 160 10 0.0% 254 +160 New Q4 2025 Jan 09, 2026
CIBC Private Wealth Group LLC History Added to 144 9 0.0% 0.0% 255 +89 161.82% Q4 2025 Feb 12, 2026
SJS Investment Consulting Inc. History Added to 152 9 0.0% 0.0% 256 +14 10.14% Q4 2025 Jan 21, 2026
Clearstead Advisors, LLC History Added to 127 8 0.0% 0.0% 257 +68 115.25% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO History No change 140 8 0.0% 0.0% 258 0 0.0% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History Reduced 118 7 0.0% 0.0% 259 -8,767 -98.67% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History Reduced 125 7 0.0% 0.0% 260 -48 -27.75% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Added to 108 6 0.0% 0.0% 261 +87 414.29% Q4 2025 Jan 23, 2026
Arax Advisory Partners History Reduced 87 5 0.0% 0.0% 262 -2,687 -96.86% Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 90 5 0.0% 264 +76 542.86% Q4 2025 Jan 08, 2026
Performa Ltd (US), LLC History Added to 85 5 0.0% 0.0% 263 +30 54.55% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 59 4 0.0% 0.0% 265 -59 -50.0% Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History Reduced 65 4 0.0% 0.0% 266 -13 -16.67% Q4 2025 Feb 10, 2026
Frazier Financial Advisors, LLC History No change 69 4 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 09, 2026
Godfrey Financial Associates, Inc. History New 56 3 0.0% 274 +56 New Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Reduced 53 3 0.0% 0.0% 272 -22 -29.33% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 54 3 0.0% 0.0% 269 -15 -21.74% Q4 2025 Jan 07, 2026
Smithfield Trust Co History No change 45 3 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 60 3 0.0% 0.0% 270 0 0.0% Q4 2025 Jan 26, 2026
Cheviot Value Management, LLC History No change 72 3 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 03, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 49 3 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 10, 2026
Quent Capital, LLC History Reduced 36 2 0.0% 0.0% 279 -11 -23.4% Q4 2025 Jan 29, 2026
Clearstead Trust, LLC History Added to 32 2 0.0% 0.0% 277 +8 33.33% Q4 2025 Feb 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 35 2 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 03, 2026
Asset Dedication, LLC History No change 38 2 0.0% 0.0% 276 0 0.0% Q4 2025 Jan 26, 2026
Bogart Wealth, LLC History No change 36 2 0.0% 0.0% 278 0 0.0% Q4 2025 Jan 30, 2026
SIGNATUREFD, LLC History Reduced 20 1 0.0% 0.0% 281 -46 -69.7% Q4 2025 Jan 20, 2026
Bare Financial Services, Inc History Reduced 17 1 0.0% 0.0% 283 -10 -37.04% Q4 2025 Feb 06, 2026
High Note Wealth, LLC History Added to 30 1 0.0% 0.0% 282 +4 15.38% Q4 2025 Feb 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 28 1 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 06, 2026
Greenhouse Funds LLLP History Closed out 0 0 1.89% -802,904 -100.0% Q3 2025 Nov 13, 2025
ArrowMark Colorado Holdings LLC History Closed out 0 0 0.39% -325,159 -100.0% Q3 2025 Nov 14, 2025
Intrinsic Edge Capital Management LLC History Closed out 0 0 0.66% -73,692 -100.0% Q3 2025 Nov 12, 2025
AGF MANAGEMENT LTD History Closed out 0 0 0.01% -50,057 -100.0% Q3 2025 Nov 04, 2025
Quantbot Technologies LP History Closed out 0 0 0.05% -30,393 -100.0% Q3 2025 Nov 12, 2025
KENNEDY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.04% -24,946 -100.0% Q3 2025 Nov 13, 2025
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -21,652 -100.0% Q3 2025 Nov 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.05% -19,219 -100.0% Q3 2025 Nov 17, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -14,661 -100.0% Q3 2025 Nov 12, 2025
Verition Fund Management LLC History Closed out 0 0 0.0% -9,826 -100.0% Q3 2025 Nov 14, 2025
Woodline Partners LP History Closed out 0 0 0.0% -7,921 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.07% -6,798 -100.0% Q3 2025 Nov 14, 2025
BANK OF NOVA SCOTIA History Closed out 0 0 0.0% -6,195 -100.0% Q3 2025 Nov 14, 2025
111 Capital History Closed out 0 0 0.07% -5,668 -100.0% Q3 2025 Nov 12, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -5,101 -100.0% Q3 2025 Oct 30, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -4,351 -100.0% Q3 2025 Nov 14, 2025
PharVision Advisers, LLC History Closed out 0 0 0.16% -4,341 -100.0% Q3 2025 Nov 17, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -4,280 -100.0% Q3 2025 Nov 14, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -3,922 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -3,800 -100.0% Q3 2025 Nov 14, 2025
Koss-Olinger Consulting, LLC History Closed out 0 0 0.02% -3,657 -100.0% Q3 2025 Oct 20, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.03% -3,277 -100.0% Q3 2025 Nov 14, 2025
Diametric Capital, LP History Closed out 0 0 0.08% -3,171 -100.0% Q3 2025 Nov 13, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.01% -1,046 -100.0% Q3 2025 Nov 14, 2025
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -903 -100.0% Q3 2025 Oct 24, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -884 -100.0% Q3 2025 Nov 12, 2025
Quarry LP History Closed out 0 0 0.01% -718 -100.0% Q3 2025 Nov 14, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -240 -100.0% Q3 2025 Oct 08, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -193 -100.0% Q3 2025 Nov 12, 2025
FIRST HORIZON CORP History Reduced 5 0 0.0% -189 -97.42% Q4 2025 Jan 27, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -170 -100.0% Q3 2025 Nov 18, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -156 -100.0% Q3 2025 Oct 21, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -126 -100.0% Q3 2025 Nov 14, 2025
Bell Investment Advisors, Inc History Closed out 0 0 0.0% -35 -100.0% Q3 2025 Nov 21, 2025
HARBOUR INVESTMENTS, INC. History Closed out 0 0 0.0% -23 -100.0% Q3 2025 Nov 12, 2025
MAI Capital Management History Closed out 0 0 0.0% -23 -100.0% Q3 2025 Nov 10, 2025
BARROW HANLEY MEWHINNEY & STRAUSS LLC History New 12 0 +12 New Q4 2025 Feb 11, 2026
Torren Management, LLC History New 11 0 +11 New Q4 2025 Jan 30, 2026
North Star Investment Management Corp. History New 9 0 +9 New Q4 2025 Jan 30, 2026
OPTIMA CAPITAL LLC History New 9 0 +9 New Q4 2025 Jan 23, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 14, 2025
Cloud Capital Management, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 03, 2025
Kilter Group LLC History Closed out 0 0 -4 -100.0% Q3 2025 Feb 06, 2026
Fortitude Family Office, LLC History Reduced 4 0 -3 -42.86% Q4 2025 Jan 15, 2026
Hughes Financial Services, LLC History New 3 0 +3 New Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History Reduced 14 0 0.0% -2 -12.5% Q4 2025 Jan 14, 2026
Aster Capital Management (DIFC) Ltd 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
Rialto Wealth Management, LLC History Reduced 1 0 -1 -50.0% Q4 2025 Jan 12, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q4 2025 Feb 09, 2026
Capital Advisors, Ltd. LLC History No change 2 0 0 0.0% Q4 2025 Jan 21, 2026
Bay Harbor Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Feb 02, 2026
Prestige Wealth Management Group LLC History No change 9 0 0 0.0% Q4 2025 Feb 11, 2026
Covestor Ltd History No change 2 0 0 0.0% Q4 2025 Feb 06, 2026
Financial Freedom, LLC History No change 10 0 0 0.0% Q4 2025 Feb 17, 2026
Private Wealth Management Group, LLC History No change 15 0 0 0.0% Q4 2025 Jan 23, 2026
HFM Investment Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 05, 2026