AVIS BUDGET GROUP, INC. - CAR

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
SRS Investment Management, LLC History New 17,430,882 2,236,730 23.55% 1 +17,430,882 New Q4 2025 Feb 17, 2026
Pentwater Capital Management LP History Reduced 4,335,200 556,292 2.92% 6.86% 2 -3,304,100 -43.25% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 3,711,600 476,272 0.07% 0.1% 3 -543,100 -12.76% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 2,964,807 380,444 0.06% 0.05% 4 +804,814 37.26% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,640,486 338,827 0.04% 0.09% 5 -2,033,057 -43.5% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 2,531,075 324,787 0.04% 0.04% 6 +382,877 17.82% Q4 2025 Mar 25, 2026
CITADEL ADVISORS LLC History Reduced 2,464,224 316,209 0.05% 0.07% 7 -566,805 -18.7% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 2,072,600 265,956 0.38% 0.68% 8 -712,300 -25.58% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 1,975,675 253,518 0.02% 0.01% 9 +545,574 38.15% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Added to 1,702,373 219,111 0.11% 0.15% 10 +60 0.0% Q4 2025 Mar 20, 2026
BlackRock, Inc. History Added to 1,625,627 208,600 0.0% 0.0% 11 +13,382 0.83% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 1,525,988 195,814 0.0% 0.0% 12 -16,107 -1.04% Q4 2025 Jan 29, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,494,489 191,772 0.01% 0.01% 13 +265,590 21.61% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,424,514 182,793 0.17% 0.21% 14 +134,514 10.43% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 1,168,157 149,897 0.05% 0.09% 15 -289,543 -19.86% Q4 2025 Jan 29, 2026
GROUP ONE TRADING LLC History Added to 1,118,613 143,540 0.25% 0.28% 16 +130,913 13.25% Q4 2025 Feb 12, 2026
ING GROEP NV History No change 1,035,000 132,811 0.8% 0.9% 17 0 0.0% Q4 2025 Feb 11, 2026
CIBC WORLD MARKETS CORP History New 1,012,800 129,962 0.63% 18 +1,012,800 New Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Reduced 926,680 118,911 0.07% 0.1% 19 -207,108 -18.27% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Reduced 827,961 106,243 0.14% 0.71% 20 -2,027,822 -71.01% Q4 2025 Feb 17, 2026
LMR Partners LLP History Added to 753,383 96,674 0.18% 0.14% 21 +559,170 287.92% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 700,005 89,824 0.14% 0.12% 22 +300,000 75.0% Q4 2025 Feb 10, 2026
STATE STREET CORP History Reduced 628,613 80,663 0.0% 0.0% 23 -67,546 -9.7% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 600,801 77,094 0.04% 0.04% 24 +99,601 19.87% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Reduced 543,210 69,704 0.0% 0.01% 25 -708,870 -56.62% Q4 2025 Feb 11, 2026
Assenagon Asset Management S.A. History Added to 539,395 69,215 0.1% 0.08% 26 +154,994 40.32% Q4 2025 Jan 09, 2026
FMR LLC History Reduced 454,387 58,307 0.0% 0.01% 27 -605,989 -57.15% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 442,500 56,781 0.11% 0.16% 28 -234,800 -34.67% Q4 2025 Mar 12, 2026
Squarepoint Ops LLC History Reduced 418,577 53,711 0.06% 0.1% 29 -193,950 -31.66% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 376,835 48,355 0.09% 347.04% 30 -88,678 -19.05% Q4 2025 Feb 17, 2026
MIZUHO MARKETS AMERICAS LLC History Added to 372,500 47,799 0.92% 0.76% 31 +122,500 49.0% Q4 2025 Feb 06, 2026
NORGES BANK History New 357,701 45,900 0.0% 32 +357,701 New Q4 2025 Feb 10, 2026
Lombard Odier Asset Management (USA) Corp History No change 345,000 44,270 4.12% 3.72% 33 0 0.0% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 341,509 43,830 0.0% 0.0% 34 +3,321 0.98% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 339,826 43,606 0.01% 0.01% 35 +123,582 57.15% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 295,006 37,856 0.01% 36 +295,006 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 253,577 32,539 0.01% 0.02% 37 -29,393 -10.39% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 250,836 32,187 0.01% 0.01% 38 +64,887 34.9% Q4 2025 Feb 13, 2026
Hudson Bay Capital Management LP History New 250,000 32,080 0.11% 39 +250,000 New Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 216,106 27,730 0.0% 0.01% 40 -7,898 -3.53% Q4 2025 Feb 13, 2026
MUFG Securities EMEA plc History New 200,000 25,664 0.3% 42 +200,000 New Q4 2025 Feb 10, 2026
PAR CAPITAL MANAGEMENT INC History No change 200,000 25,664 0.68% 0.94% 41 0 0.0% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 197,233 25,308 0.09% 0.14% 43 -58,944 -23.01% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 187,442 24,052 0.0% 0.0% 44 -8,292 -4.24% Q4 2025 Feb 19, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 178,700 22,930 0.04% 0.07% 45 -64,300 -26.46% Q4 2025 Feb 13, 2026
J. Goldman & Co LP History New 173,045 22,205 0.58% 46 +173,045 New Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 171,000 21,942 0.06% 0.14% 47 -158,100 -48.04% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 169,980 21,811 0.03% 0.03% 48 +20,200 13.49% Q4 2025 Feb 12, 2026
Allianz Asset Management GmbH History Added to 168,976 21,683 0.02% 0.03% 49 +25,873 18.08% Q4 2025 Feb 11, 2026
NATIXIS History Added to 158,364 20,321 0.07% 0.09% 50 +41,184 35.15% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 143,413 18,402 0.0% 0.0% 51 -5,438 -3.65% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 142,962 18,344 0.0% 0.0% 52 +19,938 16.21% Q4 2025 Feb 10, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 125,000 16,040 0.03% 53 +125,000 New Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 120,100 15,411 0.02% 0.02% 54 +56,800 89.73% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 113,349 14,544 0.02% 0.01% 55 +51,249 82.53% Q4 2025 Feb 17, 2026
Amundi History Added to 106,149 13,621 0.0% 0.0% 56 +99,884 1594.32% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Added to 103,907 13,333 0.12% 0.06% 57 +16,974 19.53% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 100,968 12,956 0.02% 0.0% 58 +99,086 5264.93% Q4 2025 Jan 09, 2026
DEUTSCHE BANK AG\ History Added to 87,629 11,244 0.0% 0.0% 59 +77,254 744.62% Q4 2025 Feb 11, 2026
CITIGROUP INC History Added to 86,310 11,075 0.0% 0.01% 60 +2,394 2.85% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 84,705 10,869 0.0% 0.0% 61 +17,333 25.73% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 67,343 8,641 0.03% 0.01% 62 +51,543 326.22% Q4 2025 Feb 12, 2026
Caption Management, LLC History Reduced 66,400 8,520 0.06% 0.09% 63 -1,600 -2.35% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 60,606 7,776 0.0% 0.0% 64 +260 0.43% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 58,897 7,557 0.01% 0.01% 65 -4,204 -6.66% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 58,249 7,474 0.02% 0.01% 66 +30,867 112.73% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 57,492 7,377 0.0% 0.01% 67 -150,039 -72.3% Q4 2025 Feb 12, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 55,948 7,179 0.7% 0.17% 68 +46,036 464.45% Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History New 52,153 6,692 0.01% 69 +52,153 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 50,996 6,543 0.01% 0.02% 70 -14,095 -21.65% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Added to 50,458 6,474 0.18% 0.09% 71 +31,299 163.36% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 50,062 6,423 0.01% 0.01% 72 -2,007 -3.85% Q4 2025 Feb 13, 2026
Alphadyne Asset Management LP History Added to 47,845 6,139 0.14% 0.51% 73 +8,945 22.99% Q4 2025 Feb 17, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 45,210 5,801 0.2% 0.28% 74 0 0.0% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 45,161 5,795 0.02% 0.06% 75 -56,191 -55.44% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History Added to 41,199 5,286 0.02% 0.03% 76 +4,494 12.24% Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History Added to 38,274 4,911 0.14% 0.03% 77 +28,464 290.15% Q4 2025 Feb 17, 2026
Navis Wealth Advisors, LLC History New 33,743 4,671 1.98% 78 +33,743 New Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 36,327 4,661 0.0% 0.0% 79 -1,222 -3.25% Q4 2025 Feb 02, 2026
Swiss National Bank History Added to 34,700 4,452 0.0% 0.0% 80 +600 1.76% Q4 2025 Feb 12, 2026
Nuveen, LLC History Added to 34,449 4,420 0.0% 0.0% 81 +173 0.5% Q4 2025 Feb 12, 2026
Jump Financial, LLC History Reduced 31,353 4,023 0.05% 0.08% 83 -10,357 -24.83% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 31,353 4,023 0.02% 0.02% 82 +2,416 8.35% Q4 2025 Feb 13, 2026
Retirement Systems of Alabama History Reduced 30,675 3,936 0.01% 0.02% 84 -150 -0.49% Q4 2025 Jan 15, 2026
Legal & General Group Plc History Reduced 30,650 3,933 0.0% 0.0% 85 -323 -1.04% Q4 2025 Feb 09, 2026
Centiva Capital, LP History No change 30,100 3,862 0.03% 0.05% 86 0 0.0% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History Reduced 27,024 3,467 0.01% 0.01% 87 -163 -0.6% Q4 2025 Feb 17, 2026
Voleon Capital Management LP History Reduced 24,582 3,154 0.07% 0.12% 88 -6,627 -21.23% Q4 2025 Feb 17, 2026
Creative Planning History Added to 24,135 3,096 0.0% 0.0% 89 +4,679 24.05% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 23,704 3,041 0.0% 0.0% 90 +5,982 33.75% Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History New 23,092 2,963 0.03% 91 +23,092 New Q4 2025 Feb 17, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 22,614 2,901 0.02% 0.03% 92 0 0.0% Q4 2025 Feb 02, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 22,600 2,900 0.0% 0.0% 93 0 0.0% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 19,534 2,507 0.0% 0.01% 94 0 0.0% Q4 2025 Jan 30, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 18,592 2,385 0.0% 0.0% 95 -61 -0.33% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 18,001 2,309 0.02% 0.05% 96 -19,466 -51.96% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 17,972 2,306 0.0% 0.0% 97 -900 -4.77% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 17,436 2,237 0.0% 98 +17,436 New Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History New 17,000 2,181 0.01% 99 +17,000 New Q4 2025 Feb 09, 2026
Quantbot Technologies LP History Reduced 16,825 2,158 0.07% 0.33% 100 -59,833 -78.05% Q4 2025 Feb 10, 2026
Headlands Technologies LLC History Added to 16,650 2,136 0.18% 0.14% 101 +5,883 54.64% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 16,426 2,107 0.0% 0.0% 102 -15 -0.09% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 16,324 2,096 0.0% 0.0% 103 +623 3.97% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History Added to 14,350 1,841 0.06% 0.04% 104 +8,740 155.79% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,115 1,811 0.0% 0.0% 105 0 0.0% Q4 2025 Feb 12, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 13,230 1,697 0.03% 0.05% 106 -4,971 -27.31% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 12,953 1,662 0.0% 0.01% 107 -4,139 -24.22% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 12,695 1,629 0.0% 0.01% 108 -3,260 -20.43% Q4 2025 Jan 30, 2026
AlphaQuest LLC History Added to 11,815 1,516 0.08% 0.09% 109 +3,172 36.7% Q4 2025 Feb 09, 2026
WHITEBOX ADVISORS LLC History Added to 11,091 1,423 0.02% 0.03% 110 +320 2.97% Q4 2025 Feb 17, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 10,585 1,358 0.09% 0.18% 111 +1,458 15.97% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History No change 10,361 1,331 0.0% 0.0% 112 0 0.0% Q4 2025 Feb 13, 2026
III Capital Management History Added to 10,000 1,283 0.19% 0.35% 113 +1,000 11.11% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 9,863 1,265 0.0% 0.0% 114 +966 10.86% Q4 2025 Feb 17, 2026
CMT Capital Markets Trading GmbH History New 9,837 1,262 0.01% 115 +9,837 New Q4 2025 Feb 20, 2026
Summit Trail Advisors, LLC History Reduced 9,592 1,230 0.02% 0.02% 116 -201 -2.05% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 9,173 1,177 0.01% 0.01% 117 -4,268 -31.75% Q4 2025 Feb 11, 2026
SIG BROKERAGE, LP History Reduced 9,100 1,167 0.04% 0.23% 118 -41,500 -82.02% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 8,533 1,094 0.01% 0.01% 119 -424 -4.73% Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Added to 8,351 1,072 0.01% 0.01% 120 +474 6.02% Q4 2025 Feb 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 7,949 1,020 0.0% 0.0% 121 -279 -3.39% Q4 2025 Feb 12, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 7,754 994 0.02% 0.03% 122 +137 1.8% Q4 2025 Feb 18, 2026
Envestnet Portfolio Solutions, Inc. History Added to 7,595 974 0.0% 0.0% 123 +150 2.01% Q4 2025 Feb 06, 2026
Police & Firemen's Retirement System of New Jersey History Added to 7,552 969 0.01% 0.01% 124 +42 0.56% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 7,454 956 0.02% 0.03% 125 -2,855 -27.69% Q4 2025 Jan 23, 2026
Freestone Grove Partners LP History New 7,374 946 0.01% 126 +7,374 New Q4 2025 Feb 17, 2026
Man Group plc History New 7,101 911 0.0% 127 +7,101 New Q4 2025 Feb 17, 2026
Treasurer of the State of North Carolina History Reduced 7,075 908 0.0% 0.0% 128 -518 -6.82% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History No change 7,063 907 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 17, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 7,032 902 0.01% 0.01% 130 -770 -9.87% Q4 2025 Feb 10, 2026
Bridgewater Associates, LP History Reduced 6,980 895 0.0% 0.01% 131 -3,903 -35.86% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 7,426 853 0.0% 0.0% 132 -318 -4.11% Q4 2025 Feb 18, 2026
LPL Financial LLC History Reduced 6,626 850 0.0% 0.0% 133 -233 -3.4% Q4 2025 Feb 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,182 793 0.0% 0.0% 134 0 0.0% Q4 2025 Jan 27, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 6,514 791 0.01% 0.01% 135 -310 -4.54% Q4 2025 Jan 21, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 6,000 769 0.07% 0.1% 136 0 0.0% Q4 2025 Feb 06, 2026
Blueshift Asset Management, LLC History New 5,726 734 0.21% 137 +5,726 New Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 5,465 701 0.01% 0.01% 138 0 0.0% Q4 2025 Jan 29, 2026
Pacer Advisors, Inc. History Added to 5,294 679 0.0% 0.0% 139 +3,072 138.25% Q4 2025 Feb 24, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 5,082 652 0.0% 0.0% 140 -193 -3.66% Q4 2025 Feb 17, 2026
TriaGen Wealth Management LLC History Reduced 5,065 649 0.17% 0.21% 141 -6 -0.12% Q4 2025 Jan 27, 2026
GABELLI FUNDS LLC History New 5,000 641 0.0% 142 +5,000 New Q4 2025 Feb 05, 2026
Neuberger Berman Group LLC History Added to 4,868 624 0.0% 0.0% 143 +148 3.14% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 4,853 622 0.0% 0.0% 144 -345 -6.64% Q4 2025 Jan 28, 2026
MARSHALL WACE, LLP History New 4,761 610 0.0% 146 +4,761 New Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 4,759 610 0.0% 0.0% 145 -459 -8.8% Q4 2025 Jan 29, 2026
Vanguard Personalized Indexing Management, LLC History Added to 4,702 603 0.01% 0.01% 148 +649 16.01% Q4 2025 Feb 13, 2026
Louisiana State Employees Retirement System History No change 4,700 603 0.01% 0.01% 147 0 0.0% Q4 2025 Jan 16, 2026
Quantitative Investment Management, LLC History New 4,681 600 0.06% 149 +4,681 New Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History Reduced 4,585 588 0.01% 0.05% 150 -20,454 -81.69% Q4 2025 Feb 17, 2026
Fieldview Capital Management, LLC History New 4,518 579 0.1% 151 +4,518 New Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 4,228 542 0.0% 0.0% 152 -108 -2.49% Q4 2025 Feb 10, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 4,000 513 0.02% 0.02% 153 0 0.0% Q4 2025 Feb 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 3,973 509 0.0% 0.0% 154 0 0.0% Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 3,837 492 0.0% 0.0% 155 -77 -1.97% Q4 2025 Feb 05, 2026
KLP KAPITALFORVALTNING AS History Added to 3,800 487 0.0% 0.0% 156 +200 5.56% Q4 2025 Jan 28, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 3,780 485 0.01% 0.01% 157 +15 0.4% Q4 2025 Feb 05, 2026
Handelsbanken Fonder AB History Added to 3,688 473 0.0% 0.0% 158 +300 8.85% Q4 2025 Feb 06, 2026
Inspire Investing, LLC History Added to 3,634 466 0.04% 0.04% 159 +814 28.87% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 3,590 460 0.01% 0.03% 160 -10,880 -75.19% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 3,407 437 0.0% 0.0% 161 -6 -0.18% Q4 2025 Feb 17, 2026
M&T BANK CORP History Added to 3,379 433 0.0% 0.0% 162 +491 17.0% Q4 2025 Jan 30, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 3,374 432 0.01% 0.01% 163 -46 -1.35% Q4 2025 Feb 04, 2026
RBF Capital, LLC History No change 3,340 428 0.02% 0.02% 164 0 0.0% Q4 2025 Feb 17, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History Reduced 3,208 411 0.16% 0.21% 165 -20 -0.62% Q4 2025 Feb 13, 2026
PharVision Advisers, LLC History New 3,169 406 0.21% 166 +3,169 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Reduced 3,097 397 0.01% 0.02% 167 -70 -2.21% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Added to 2,935 376 0.0% 0.0% 168 +381 14.92% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 2,934 375 0.0% 0.0% 169 +317 12.11% Q4 2025 Feb 17, 2026
AXQ CAPITAL, LP History Added to 2,900 372 0.08% 0.17% 170 +145 5.26% Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Reduced 2,820 361 0.0% 0.0% 171 -91 -3.13% Q4 2025 Jan 30, 2026
R Squared Ltd History New 2,610 334 0.16% 172 +2,610 New Q4 2025 Jan 30, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 2,588 332 0.0% 0.0% 173 +885 51.97% Q4 2025 Feb 17, 2026
VARCOV Co. History New 2,577 330 0.13% 175 +2,577 New Q4 2025 Feb 17, 2026
Entropy Technologies, LP History New 2,574 330 0.02% 174 +2,574 New Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,571 329 0.01% 0.01% 176 -113 -4.21% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Added to 2,482 318 0.0% 0.0% 177 +209 9.19% Q4 2025 Feb 13, 2026
Crossmark Global Holdings, Inc. History Added to 2,427 311 0.0% 0.01% 178 +307 14.48% Q4 2025 Feb 03, 2026
WIM INVESTMENT MANAGEMENT Ltd History New 2,400 307 0.08% 179 +2,400 New Q4 2025 Feb 05, 2026
Diligent Investors, LLC History Reduced 2,383 305 0.08% 0.1% 180 -55 -2.26% Q4 2025 Jan 23, 2026
XPONANCE LLC History Reduced 2,306 295 0.0% 0.0% 181 -293 -11.27% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,276 292 0.0% 0.0% 182 -192 -7.78% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 2,219 285 0.02% 0.08% 183 -3,996 -64.3% Q4 2025 Feb 06, 2026
ATLAS CAPITAL ADVISORS INC. History New 2,181 279 0.03% 184 +2,181 New Q4 2025 Feb 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 2,166 277 0.02% 185 +2,166 New Q4 2025 Feb 05, 2026
Russell Investments Group, Ltd. History Added to 2,017 258 0.0% 0.0% 186 +360 21.73% Q4 2025 Feb 17, 2026
Bayforest Capital Ltd History New 1,960 251 0.19% 187 +1,960 New Q4 2025 Jan 27, 2026
TWO SIGMA SECURITIES, LLC History New 1,937 248 0.03% 188 +1,937 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,905 247 0.0% 0.0% 189 +520 37.55% Q4 2025 Jan 08, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,923 246 0.0% 0.0% 191 -12,637 -86.79% Q4 2025 Feb 18, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 1,920 246 0.0% 0.0% 190 0 0.0% Q4 2025 Feb 13, 2026
Ballentine Partners, LLC History Added to 1,915 245 0.0% 0.0% 192 +25 1.32% Q4 2025 Feb 03, 2026
Essex Financial Services, Inc. History New 1,868 239 0.01% 193 +1,868 New Q4 2025 Feb 10, 2026
nVerses Capital, LLC History New 1,836 235 0.53% 195 +1,836 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,834 235 0.0% 0.0% 194 -184 -9.12% Q4 2025 Feb 05, 2026
Wedmont Private Capital History Added to 1,750 222 0.01% 0.01% 196 +126 7.76% Q4 2025 Jan 08, 2026
Ethic Inc. History Added to 1,722 220 0.0% 0.0% 197 +22 1.29% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 1,679 215 0.0% 199 +1,679 New Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,676 215 0.0% 0.0% 198 -53 -3.07% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Reduced 1,663 213 0.0% 0.0% 200 -185 -10.01% Q4 2025 Jan 23, 2026
SEI INVESTMENTS CO History Added to 1,657 212 0.0% 0.0% 201 +53 3.3% Q4 2025 Feb 13, 2026
Leonteq Securities AG History Reduced 1,602 205 0.01% 0.01% 202 -1,175 -42.31% Q4 2025 Feb 06, 2026
Focus Partners Wealth History New 1,569 201 0.0% 203 +1,569 New Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,355 173 0.0% 0.0% 204 -105 -7.19% Q4 2025 Feb 06, 2026
Ensign Peak Advisors, Inc History Reduced 1,303 167 0.0% 0.0% 205 -2,800 -68.24% Q4 2025 Feb 12, 2026
Alpine Global Management, LLC History Reduced 750 162 0.03% 0.0% 206 -490 -39.52% Q4 2025 Feb 26, 2026
OSAIC HOLDINGS, INC. History Reduced 1,230 157 0.0% 0.0% 207 -124 -9.16% Q4 2025 Feb 17, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 1,159 148 0.01% 0.01% 208 -100 -7.94% Q4 2025 Feb 04, 2026
GAMMA Investing LLC History Added to 982 126 0.01% 0.01% 209 +59 6.39% Q4 2025 Jan 05, 2026
Tower Research Capital LLC (TRC) History Added to 888 113 0.0% 0.0% 210 +16 1.83% Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History New 768 98 0.0% 211 +768 New Q4 2025 Feb 09, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 740 94 0.0% 0.0% 212 0 0.0% Q4 2025 Feb 10, 2026
Sterling Capital Management LLC History Added to 698 89 0.0% 0.0% 213 +4 0.58% Q4 2025 Feb 13, 2026
Activest Wealth Management History Reduced 685 87 0.02% 0.03% 214 -316 -31.57% Q4 2025 Jan 30, 2026
Kestra Advisory Services, LLC History Reduced 671 86 0.0% 0.0% 215 -1,453 -68.41% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 578 78 0.0% 216 +578 New Q4 2025 Feb 11, 2026
KBC Group NV History No change 607 78 0.0% 0.0% 217 0 0.0% Q4 2025 Jan 26, 2026
DekaBank Deutsche Girozentrale History No change 656 69 0.0% 0.0% 218 0 0.0% Q4 2025 Jan 28, 2026
Parallel Advisors, LLC History No change 526 67 0.0% 0.0% 219 0 0.0% Q4 2025 Feb 11, 2026
Aster Capital Management (DIFC) Ltd History Added to 486 62 0.03% 0.0% 220 +440 956.52% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 480 61 0.0% 221 +480 New Q4 2025 Feb 05, 2026
FEDERATED HERMES, INC. History Reduced 464 59 0.0% 0.0% 222 -1,168 -71.57% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 439 56 0.0% 0.0% 223 +12 2.81% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 431 55 0.0% 0.0% 224 +178 70.36% Q4 2025 Feb 09, 2026
Caitong International Asset Management Co., Ltd History Added to 428 54 0.01% 0.0% 225 +417 3790.91% Q4 2025 Mar 03, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 450 52 0.0% 0.0% 226 0 0.0% Q4 2025 Jan 28, 2026
STRS OHIO History No change 404 51 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 02, 2026
CWM, LLC History Added to 324 42 0.0% 0.0% 228 +61 23.19% Q4 2025 Jan 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 310 39 0.0% 0.0% 229 -53 -14.6% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History Added to 302 38 0.0% 0.0% 230 +73 31.88% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 270 35 0.0% 0.0% 231 +79 41.36% Q4 2025 Feb 13, 2026
Basepoint Wealth LLC History New 250 32 0.02% 232 +250 New Q4 2025 Feb 10, 2026
American Wealth Advisors, LLC History No change 253 32 0.03% 0.04% 233 0 0.0% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History Reduced 236 30 0.0% 0.0% 236 -1,000 -80.91% Q4 2025 Feb 12, 2026
SJS Investment Consulting Inc. History Added to 234 30 0.0% 235 +230 5750.0% Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Added to 238 30 0.0% 0.0% 234 +5 2.15% Q4 2025 Feb 02, 2026
Quarry LP History New 214 27 0.0% 237 +214 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 172 22 0.0% 0.0% 238 +71 70.3% Q4 2025 Mar 16, 2026
Deseret Mutual Benefit Administrators History No change 174 22 0.01% 0.01% 239 0 0.0% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 166 21 0.0% 0.0% 241 -5 -2.92% Q4 2025 Jan 07, 2026
HUNTINGTON NATIONAL BANK History No change 171 21 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 09, 2026
LRI Investments, LLC History No change 150 19 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 04, 2026
SIGNATUREFD, LLC History Added to 143 18 0.0% 0.0% 243 +32 28.83% Q4 2025 Jan 20, 2026
BESSEMER GROUP INC History No change 115 15 0.0% 0.0% 244 0 0.0% Q4 2025 Feb 05, 2026
Caitlin John, LLC History No change 123 15 0.01% 0.01% 245 0 0.0% Q4 2025 Feb 18, 2026
Versant Capital Management, Inc History New 107 13 0.0% 247 +107 New Q4 2025 Jan 08, 2026
Smithfield Trust Co History No change 105 13 0.0% 0.0% 246 0 0.0% Q4 2025 Feb 09, 2026
TD Waterhouse Canada Inc. History No change 102 13 0.0% 0.0% 248 0 0.0% Q4 2025 Jan 27, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 94 12 0.0% 0.0% 249 0 0.0% Q4 2025 Feb 03, 2026
Atlantic Edge Private Wealth Management, LLC History No change 100 12 0.0% 0.0% 250 0 0.0% Q4 2025 Jan 27, 2026
Crews Bank & Trust History No change 100 12 0.0% 0.0% 251 0 0.0% Q4 2025 Jan 21, 2026
Penserra Capital Management LLC History Reduced 93 11 0.0% 0.0% 252 -1,179 -92.69% Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History Reduced 71 9 0.0% 0.0% 253 -1 -1.39% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History Added to 63 8 0.0% 0.0% 255 +41 186.36% Q4 2025 Feb 09, 2026
Covestor Ltd History Reduced 64 8 0.0% 0.01% 256 -9 -12.33% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 67 8 0.0% 0.0% 254 +3 4.69% Q4 2025 Feb 17, 2026
POM Investment Strategies, LLC History Reduced 60 7 0.0% 0.01% 259 -40 -40.0% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 60 7 0.0% 0.0% 258 -33 -35.48% Q4 2025 Feb 03, 2026
Itau Unibanco Holding S.A. History Reduced 62 7 0.0% 0.0% 257 -6 -8.82% Q4 2025 Feb 13, 2026
Meramec Financial Planners, LLC History New 50 6 0.0% 262 +50 New Q4 2025 Feb 10, 2026
Clearstead Trust, LLC History No change 53 6 0.0% 0.0% 260 0 0.0% Q4 2025 Feb 09, 2026
Steigerwald, Gordon & Koch Inc. History No change 50 6 0.0% 0.0% 261 0 0.0% Q4 2025 Jan 23, 2026
SageView Advisory Group, LLC History New 41 5 0.0% 263 +41 New Q4 2025 Feb 17, 2026
Hilton Head Capital Partners, LLC History New 38 4 0.0% 264 +38 New Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 27 3 0.0% 270 +26 2600.0% Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 31 3 0.0% 0.0% 267 +10 47.62% Q4 2025 Jan 14, 2026
Farther Finance Advisors, LLC History Added to 31 3 0.0% 0.0% 272 +10 47.62% Q4 2025 Jan 23, 2026
Fortitude Family Office, LLC History Reduced 25 3 0.0% 0.0% 271 -6 -19.35% Q4 2025 Jan 15, 2026
ASSETMARK, INC History No change 25 3 0.0% 0.0% 265 0 0.0% Q4 2025 Jan 23, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 25 3 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History No change 25 3 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History No change 24 3 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 06, 2026
Rossby Financial, LCC History No change 30 3 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 12, 2026
Elyxium Wealth, LLC History New 23 2 0.0% 280 +23 New Q4 2025 Feb 05, 2026
Arax Advisory Partners History New 19 2 0.0% 277 +19 New Q4 2025 Feb 13, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 17 2 0.0% 0.0% 274 -5 -22.73% Q4 2025 Jan 23, 2026
Bell Investment Advisors, Inc History Reduced 17 2 0.0% 0.0% 279 -2 -10.53% Q4 2025 Feb 24, 2026
NISA INVESTMENT ADVISORS, LLC History No change 17 2 0.0% 0.0% 275 0 0.0% Q4 2025 Jan 15, 2026
MAI Capital Management History No change 17 2 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 13, 2026
Avion Wealth History No change 21 2 0.0% 0.0% 278 0 0.0% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Reduced 8 1 0.0% 0.0% 281 -30 -78.95% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History New 15 1 0.0% 286 +15 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History New 9 1 0.0% 283 +9 New Q4 2025 Feb 12, 2026
Kilter Group LLC History Reduced 8 1 0.0% 0.0% 292 -4 -33.33% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Reduced 12 1 0.0% 0.0% 284 -1 -7.69% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 11 1 0.0% 0.0% 290 +1 10.0% Q4 2025 Feb 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 14 1 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 03, 2026
MV CAPITAL MANAGEMENT, INC. History No change 8 1 0.0% 0.0% 285 0 0.0% Q4 2025 Feb 23, 2026
Physician Wealth Advisors, Inc. History No change 13 1 0.0% 0.0% 287 0 0.0% Q4 2025 Jan 29, 2026
Blue Trust, Inc. History No change 14 1 0.0% 0.0% 288 0 0.0% Q4 2025 Jan 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 10 1 0.0% 0.0% 289 0 0.0% Q4 2025 Jan 22, 2026
Sachetta, LLC History No change 8 1 0.0% 0.0% 291 0 0.0% Q4 2025 Feb 02, 2026
TORONTO DOMINION BANK History Reduced 1 0 0.01% -55,000 -100.0% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.1% -26,229 -100.0% Q3 2025 Nov 17, 2025
Neo Ivy Capital Management History Closed out 0 0 0.69% -17,548 -100.0% Q3 2025 Nov 12, 2025
Universal- Beteiligungs- und Servicegesellschaft mbH History Closed out 0 0 0.0% -16,978 -100.0% Q3 2025 Oct 30, 2025
SteelPeak Wealth, LLC History Closed out 0 0 0.04% -7,917 -100.0% Q3 2025 Oct 21, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.03% -7,053 -100.0% Q3 2025 Oct 31, 2025
CSS LLC/IL History Closed out 0 0 0.04% -6,240 -100.0% Q3 2025 Nov 13, 2025
Counterpoint Mutual Funds LLC History Closed out 0 0 0.07% -5,462 -100.0% Q3 2025 Nov 10, 2025
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.07% -5,204 -100.0% Q3 2025 Oct 31, 2025
Qsemble Capital Management, LP History Closed out 0 0 0.07% -4,258 -100.0% Q3 2025 Nov 13, 2025
Versor Investments LP History Closed out 0 0 0.12% -4,100 -100.0% Q3 2025 Nov 06, 2025
WEST MICHIGAN ADVISORS, LLC History Closed out 0 0 0.13% -3,317 -100.0% Q3 2025 Nov 13, 2025
Empowered Funds, LLC History Closed out 0 0 0.01% -3,225 -100.0% Q3 2025 Nov 13, 2025
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -2,856 -100.0% Q3 2025 Nov 13, 2025
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 2.08% -2,711 -100.0% Q3 2025 Feb 17, 2026
Baader Bank Aktiengesellschaft History Closed out 0 0 0.03% -2,616 -100.0% Q3 2025 Nov 06, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -2,600 -100.0% Q3 2025 Nov 14, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.04% -2,576 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -2,308 -100.0% Q3 2025 Oct 30, 2025
XTX Topco Ltd History Closed out 0 0 0.02% -2,185 -100.0% Q3 2025 Nov 14, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -1,932 -100.0% Q3 2025 Nov 13, 2025
SHERMAN PORFOLIOS, LLC History Closed out 0 0 0.1% -1,829 -100.0% Q3 2025 Dec 22, 2025
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -1,547 -100.0% Q3 2025 Oct 09, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.06% -1,531 -100.0% Q3 2025 Nov 13, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.07% -1,517 -100.0% Q3 2025 Nov 14, 2025
PINKERTON WEALTH, LLC History Closed out 0 0 0.02% -1,356 -100.0% Q3 2025 Nov 13, 2025
CENTAURUS FINANCIAL, INC. History Closed out 0 0 0.01% -1,293 -100.0% Q3 2025 Nov 20, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.03% -1,279 -100.0% Q3 2025 Nov 14, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -535 -100.0% Q3 2025 Nov 13, 2025
BOKF, NA History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 13, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -90 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -10 -100.0% Q3 2025 Nov 18, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -9 -100.0% Q3 2025 Nov 12, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -8 -100.0% Q3 2025 Nov 03, 2025
ELEVATION WEALTH PARTNERS, LLC History New 7 0 +7 New Q4 2025 Jan 09, 2026
Rise Advisors, LLC History Closed out 0 0 0.0% -7 -100.0% Q3 2025 Oct 08, 2025
Keating Financial Advisory Services, Inc. History New 5 0 +5 New Q4 2025 Feb 09, 2026
North Capital, Inc. History Closed out 0 0 -5 -100.0% Q3 2025 Oct 09, 2025
MATHER GROUP, LLC. History Closed out 0 0 -4 -100.0% Q3 2025 Oct 21, 2025
Frazier Financial Advisors, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Oct 31, 2025
DiNuzzo Private Wealth, Inc. History Reduced 7 0 0.0% -3 -30.0% Q4 2025 Jan 16, 2026
Triumph Capital Management History New 2 0 +2 New Q4 2025 Feb 12, 2026
Murphy & Mullick Capital Management Corp History New 2 0 +2 New Q4 2025 Feb 10, 2026
United Financial Planning Group LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
Horizon Investments, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 14, 2025
Transamerica Financial Advisors, LLC History Reduced 1 0 -1 -50.0% Q4 2025 Feb 13, 2026
Bay Harbor Wealth Management, LLC History Added to 5 0 +1 25.0% Q4 2025 Feb 02, 2026
True Wealth Design, LLC History Reduced 3 0 -1 -25.0% Q4 2025 Jan 08, 2026
Nemes Rush Group LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 3 0 0 0.0% Q4 2025 Jan 30, 2026
Private Wealth Asset Management, LLC History No change 2 0 0 0.0% Q4 2025 Feb 10, 2026
Beaird Harris Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Feb 23, 2026
Bruce G. Allen Investments, LLC History No change 2 0 0 0.0% Q4 2025 Feb 10, 2026
Hughes Financial Services, LLC History No change 7 0 0 0.0% Q4 2025 Feb 11, 2026
Rialto Wealth Management, LLC History No change 2 0 0 0.0% Q4 2025 Jan 12, 2026
HFM Investment Advisors, LLC History No change 3 0 0 0.0% Q4 2025 Feb 05, 2026