COPT DEFENSE PROPERTIES - CDP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 18,093,559 503,000 0.01% 0.01% 1 -146,407 -0.8% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 17,127,858 476,154 0.01% 0.01% 2 +128,583 0.76% Q4 2025 Jan 29, 2026
ALLIANCEBERNSTEIN L.P. History Added to 9,237,394 256,799 0.08% 0.08% 3 +780,021 9.22% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 6,368,583 178,938 0.01% 0.01% 4 -122,123 -1.88% Q4 2025 Feb 13, 2026
EARNEST PARTNERS LLC History Reduced 4,619,676 128,426 0.55% 0.59% 5 -98,384 -2.09% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 3,862,294 107,371 0.01% 0.01% 6 +296,221 8.31% Q4 2025 Feb 11, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 3,609,137 100,334 0.82% 0.74% 7 +35,004 0.98% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,149,130 87,557 0.01% 0.01% 8 +17,049 0.54% Q4 2025 Feb 09, 2026
Channing Capital Management, LLC History Reduced 2,850,460 79,242 2.04% 2.23% 9 -63,136 -2.17% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,354,456 65,453 0.0% 0.0% 10 +65,796 2.87% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 2,299,926 63,938 0.06% 0.07% 11 -22,589 -0.97% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,257,544 62,759 0.01% 0.01% 12 +49,303 2.23% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,896,161 52,713 0.07% 0.05% 13 +647,449 51.85% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,775,990 49,372 0.03% 0.03% 14 -68,034 -3.69% Q4 2025 Feb 02, 2026
Nuveen, LLC History Reduced 1,764,004 49,039 0.01% 0.02% 15 -731,118 -29.3% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,657,270 46,073 0.01% 0.01% 16 +23,794 1.46% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 1,606,837 44,670 0.02% 0.03% 17 -78,376 -4.65% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 1,530,414 42,545 0.01% 0.01% 18 -111,691 -6.8% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 1,456,250 40,483 0.0% 0.0% 19 -1,145,426 -44.03% Q4 2025 Feb 17, 2026
NORGES BANK History New 1,427,511 39,684 0.0% 20 +1,427,511 New Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Reduced 1,298,633 36,101 0.01% 0.01% 21 -41,513 -3.1% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 1,144,545 31,818 0.0% 0.0% 22 +160,555 16.32% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,073,030 29,830 0.0% 0.0% 23 -23,847 -2.17% Q4 2025 Mar 25, 2026
GRS Advisors, LLC History Added to 1,042,348 28,977 2.6% 2.66% 24 +65,084 6.66% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 1,017,860 28,296 0.15% 0.16% 25 +16,346 1.63% Q4 2025 Jan 13, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History Reduced 1,016,948 28,271 0.42% 0.59% 26 -411,255 -28.8% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Added to 967,902 26,907 0.04% 0.04% 27 +67,855 7.54% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 956,936 26,602 0.03% 0.02% 28 +445,399 87.07% Q4 2025 Feb 17, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 943,655 26,233 0.28% 0.25% 29 -15,593 -1.63% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 865,165 24,051 0.0% 0.0% 30 +498,175 135.75% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 823,736 22,899 0.03% 0.07% 31 -52,497 -5.99% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 795,338 22,111 0.0% 0.01% 32 +3,471 0.44% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 768,242 21,357 0.0% 0.0% 33 +10,221 1.35% Q4 2025 Feb 19, 2026
Legal & General Group Plc History Added to 764,942 21,265 0.0% 0.0% 34 +53,735 7.56% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 745,081 20,713 0.0% 0.0% 35 -19,354 -2.53% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 650,252 18,077 0.02% 0.02% 36 -2,920 -0.45% Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History Added to 627,800 17,452 0.03% 0.03% 37 +40,800 6.95% Q4 2025 Feb 17, 2026
Leeward Investments, LLC - MA History Added to 592,336 16,466 0.83% 0.72% 38 +104,553 21.43% Q4 2025 Feb 05, 2026
Retirement Systems of Alabama History Reduced 572,083 15,903 0.05% 0.06% 39 -662 -0.12% Q4 2025 Jan 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 493,441 13,886 0.0% 0.0% 40 -4,630 -0.93% Q4 2025 Feb 18, 2026
Rockefeller Capital Management L.P. History Added to 477,073 13,262 0.02% 0.0% 41 +473,920 15030.76% Q4 2025 Mar 16, 2026
UBS Group AG History Added to 457,210 12,710 0.0% 0.0% 42 +318,493 229.6% Q4 2025 Jan 29, 2026
NATIXIS ADVISORS, LLC History Added to 457,109 12,708 0.02% 0.02% 43 +46,810 11.41% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 433,124 12,040 0.0% 0.0% 44 +158,400 57.66% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 413,282 11,489 0.0% 0.0% 45 +210,233 103.54% Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Added to 370,872 11,426 0.04% 0.03% 46 +26,453 7.68% Q4 2025 Feb 18, 2026
Allianz Asset Management GmbH History Reduced 369,672 10,276 0.01% 0.01% 47 -92,125 -19.95% Q4 2025 Feb 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 363,793 10,113 0.01% 0.01% 48 +50,297 16.04% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 356,422 9,908 0.01% 0.01% 49 -29,556 -7.66% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 352,184 9,790 0.0% 0.0% 50 +242,062 219.81% Q4 2025 Feb 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 346,876 9,660 0.01% 0.01% 51 -46,241 -11.76% Q4 2025 Jan 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 343,335 9,544 0.02% 0.02% 52 +16,282 4.98% Q4 2025 Feb 17, 2026
EASTERLY INVESTMENT PARTNERS LLC History Added to 299,934 8,338 0.51% 0.23% 53 +181,935 154.18% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 298,460 8,297 0.0% 0.0% 54 +35,795 13.63% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 297,407 8,267 0.0% 0.01% 55 -165,267 -35.72% Q4 2025 Feb 13, 2026
DAVIS SELECTED ADVISERS History Reduced 294,740 8,193 0.04% 0.05% 56 -7,380 -2.44% Q4 2025 Feb 02, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 289,845 8,057 0.0% 0.01% 57 -322,107 -52.64% Q4 2025 Jan 23, 2026
Clearbridge Investments, LLC History Reduced 289,180 8,039 0.01% 0.01% 58 -25,753 -8.18% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 270,304 7,514 0.01% 0.01% 59 +35,537 15.14% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 269,523 7,492 0.11% 0.1% 60 +35,144 14.99% Q4 2025 Feb 17, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 263,439 7,323 0.16% 0.14% 61 +44,026 20.07% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 261,680 7,274 0.02% 0.0% 62 +250,882 2323.41% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Added to 260,913 7,253 0.0% 0.0% 63 +208,088 393.92% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 250,774 6,971 0.02% 0.02% 64 -1,406 -0.56% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 249,239 6,928 0.0% 0.0% 65 -96,016 -27.81% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 248,605 6,912 0.01% 0.01% 66 -13,439 -5.13% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 235,415 6,544 0.0% 0.0% 67 -69,318 -22.75% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 229,491 6,379 0.0% 0.0% 68 -16,807 -6.82% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 225,005 6,255 0.02% 0.02% 69 -953 -0.42% Q4 2025 Jan 30, 2026
Swiss National Bank History Added to 222,700 6,191 0.0% 0.0% 70 +3,900 1.78% Q4 2025 Feb 12, 2026
Asset Management One Co., Ltd. History Reduced 206,267 5,835 0.02% 0.02% 71 -13,107 -5.97% Q4 2025 Jan 27, 2026
STRS OHIO History Added to 198,200 5,509 0.02% 0.0% 72 +177,500 857.49% Q4 2025 Feb 02, 2026
HSBC HOLDINGS PLC History Added to 196,540 5,465 0.0% 0.0% 73 +39,524 25.17% Q4 2025 Mar 20, 2026
Northwest & Ethical Investments L.P. History Added to 188,377 5,236 0.12% 0.13% 74 +330 0.18% Q4 2025 Feb 17, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC History Reduced 185,258 5,150 0.21% 0.5% 75 -255,379 -57.96% Q4 2025 Feb 10, 2026
Greenland Capital Management LP History Added to 177,993 4,948 0.52% 0.37% 76 +52,123 41.41% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 172,793 4,804 0.07% 0.07% 77 +35,331 25.7% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 172,220 4,787 0.01% 0.01% 78 +1,817 1.07% Q4 2025 Feb 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 158,695 4,412 0.01% 0.01% 79 -2,189 -1.36% Q4 2025 Jan 30, 2026
DEUTSCHE BANK AG\ History Added to 148,732 4,134 0.0% 0.0% 80 +2,646 1.81% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 140,081 3,894 0.01% 0.0% 81 +121,881 669.68% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 131,282 3,649 0.0% 0.0% 82 -1,812 -1.36% Q4 2025 Feb 11, 2026
LMR Partners LLP History New 128,512 3,572 0.01% 83 +128,512 New Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 124,138 3,502 0.01% 0.01% 84 -2,400 -1.9% Q4 2025 Jan 28, 2026
Dana Investment Advisors, Inc. History Added to 124,885 3,471 0.1% 0.1% 85 +11,364 10.01% Q4 2025 Feb 05, 2026
MetLife Investment Management, LLC History Reduced 118,383 3,291 0.02% 0.02% 86 -7,837 -6.21% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 117,017 3,253 0.01% 0.01% 87 +38,070 48.22% Q4 2025 Jan 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 108,978 3,029 0.0% 88 +108,978 New Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 106,757 2,967 0.0% 0.0% 89 +2,561 2.46% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 104,895 2,916 0.01% 0.01% 90 +31,389 42.7% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Reduced 102,971 2,862 0.0% 0.0% 91 -51,901 -33.51% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 99,812 2,775 0.03% 0.04% 92 +1,556 1.58% Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 95,957 2,668 0.0% 0.0% 93 +4,362 4.76% Q4 2025 Feb 17, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 94,482 2,626 0.05% 0.05% 94 -1,673 -1.74% Q4 2025 Jan 14, 2026
Vestcor Inc History Added to 93,292 2,594 0.07% 0.07% 95 +7,836 9.17% Q4 2025 Feb 11, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Reduced 92,748 2,578 0.06% 0.11% 96 -66,653 -41.81% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 87,855 2,442 0.0% 0.0% 97 +23,656 36.85% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 88,745 2,439 0.0% 0.0% 98 +4,934 5.89% Q4 2025 Feb 03, 2026
ROYAL BANK OF CANADA History New 80,581 2,241 0.0% 99 +80,581 New Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Reduced 79,754 2,217 0.0% 0.0% 100 -815 -1.01% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 79,466 2,209 0.0% 25.77% 101 -111,533 -58.39% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 78,459 2,181 0.01% 0.01% 102 +1,971 2.58% Q4 2025 Feb 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 74,527 2,071 0.01% 0.02% 103 -8,240 -9.96% Q4 2025 Feb 04, 2026
JENNISON ASSOCIATES LLC History New 74,022 2,057 0.0% 104 +74,022 New Q4 2025 Jan 30, 2026
State of Alaska, Department of Revenue History Added to 73,686 2,047 0.02% 0.02% 105 +93 0.13% Q4 2025 Jan 23, 2026
Russell Investments Group, Ltd. History Reduced 72,205 2,007 0.0% 0.0% 106 -38,862 -34.99% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 72,017 2,002 0.01% 107 +72,017 New Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Reduced 70,541 1,961 0.01% 0.0% 108 -16,490 -18.95% Q4 2025 Feb 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 70,048 1,947 0.05% 0.05% 109 -4,308 -5.79% Q4 2025 Feb 13, 2026
Boston Partners History Added to 66,329 1,843 0.0% 0.0% 110 +12,903 24.15% Q4 2025 Feb 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 65,720 1,827 0.08% 0.23% 111 -145,690 -68.91% Q4 2025 Feb 17, 2026
Presima Securities ULC History Added to 65,602 1,823 1.05% 0.52% 112 +462 0.71% Q4 2025 Feb 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 65,274 1,814 0.01% 0.01% 113 -651 -0.99% Q4 2025 Feb 10, 2026
Amundi History Added to 63,818 1,774 0.0% 0.0% 114 +5,842 10.08% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 58,328 1,621 0.0% 0.0% 115 -6,591 -10.15% Q4 2025 Feb 10, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History Reduced 57,000 1,584 0.02% 0.02% 116 -15,000 -20.83% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Reduced 56,395 1,567 0.05% 0.05% 117 -2,644 -4.48% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 52,951 1,472 0.0% 0.0% 118 -21 -0.04% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 51,349 1,427 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 49,479 1,375 0.0% 0.0% 120 -19,251 -28.01% Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 47,963 1,354 0.01% 0.01% 121 -1,748 -3.52% Q4 2025 Feb 06, 2026
AMALGAMATED BANK History Reduced 47,602 1,323 0.01% 0.01% 122 -2,046 -4.12% Q4 2025 Feb 05, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 47,016 1,307 0.01% 0.02% 123 -5,026 -9.66% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 46,231 1,285 0.0% 0.0% 124 +8,127 21.33% Q4 2025 Jan 09, 2026
Aberdeen Group plc History Added to 46,204 1,284 0.0% 0.0% 125 +7,054 18.02% Q4 2025 Jan 16, 2026
Neuberger Berman Group LLC History Added to 44,426 1,235 0.0% 0.0% 126 +13,947 45.76% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 43,742 1,216 0.0% 0.0% 127 -215 -0.49% Q4 2025 Feb 11, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 43,484 1,208 0.0% 0.0% 128 +1,578 3.77% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Reduced 43,004 1,196 0.0% 0.01% 129 -18,584 -30.17% Q4 2025 Feb 11, 2026
Passive Capital Management, LLC. History Reduced 42,921 1,193 0.37% 0.41% 130 -85 -0.2% Q4 2025 Feb 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 42,207 1,173 0.01% 0.01% 131 -12,981 -23.52% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 41,470 1,153 0.0% 0.0% 132 +15,375 58.92% Q4 2025 Feb 05, 2026
IEQ CAPITAL, LLC History Reduced 39,474 1,097 0.0% 0.0% 133 -2,579 -6.13% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 35,102 1,069 0.01% 0.01% 134 -624 -1.75% Q4 2025 Jan 21, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 37,573 1,045 0.01% 0.01% 135 0 0.0% Q4 2025 Jan 29, 2026
Campbell & CO Investment Adviser LLC History Added to 37,030 1,029 0.05% 0.07% 136 +3,266 9.67% Q4 2025 Feb 12, 2026
Handelsbanken Fonder AB History No change 36,981 1,028 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 06, 2026
VAN ECK ASSOCIATES CORP History Added to 35,220 979 0.0% 0.0% 138 +4,302 13.91% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 34,974 972 0.0% 0.0% 139 -766 -2.14% Q4 2025 Jan 26, 2026
KLP KAPITALFORVALTNING AS History No change 33,100 928 0.0% 0.0% 140 0 0.0% Q4 2025 Jan 28, 2026
MARSHALL WACE, LLP History New 33,050 918 0.0% 141 +33,050 New Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 32,204 895 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 12, 2026
Arizona State Retirement System History Reduced 31,563 877 0.0% 0.01% 143 -1,839 -5.51% Q4 2025 Jan 28, 2026
Louisiana State Employees Retirement System History Reduced 31,300 870 0.01% 0.02% 144 -100 -0.32% Q4 2025 Jan 16, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 30,214 839 0.01% 0.01% 146 -1,943 -6.04% Q4 2025 Feb 13, 2026
New Age Alpha Advisors, LLC History Reduced 30,210 839 0.04% 0.04% 145 -850 -2.74% Q4 2025 Feb 09, 2026
Vident Advisory, LLC History Reduced 29,642 824 0.01% 0.01% 147 -5,127 -14.75% Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Reduced 29,114 809 0.0% 0.0% 148 -418 -1.42% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Reduced 28,578 794 0.0% 0.0% 149 -1,162 -3.91% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 28,152 782 0.01% 0.01% 150 +1,821 6.92% Q4 2025 Jan 14, 2026
FIFTH THIRD BANCORP History Reduced 27,793 772 0.0% 0.0% 151 -3,156 -10.2% Q4 2025 Feb 02, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 27,471 763 0.01% 0.01% 153 -4,382 -13.76% Q4 2025 Feb 11, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 27,481 763 0.0% 0.0% 152 0 0.0% Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 26,869 747 0.0% 154 +26,869 New Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 26,741 743 0.01% 0.01% 155 -2,599 -8.86% Q4 2025 Feb 02, 2026
Metis Global Partners, LLC History Added to 26,725 742 0.02% 0.02% 157 +1,326 5.22% Q4 2025 Feb 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 26,713 742 0.0% 0.0% 156 -100 -0.37% Q4 2025 Jan 29, 2026
DekaBank Deutsche Girozentrale History No change 26,964 706 0.0% 0.0% 158 0 0.0% Q4 2025 Jan 28, 2026
ProShare Advisors LLC History Added to 25,369 705 0.0% 0.0% 159 +1,079 4.44% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 25,275 702 0.01% 0.01% 160 +158 0.63% Q4 2025 Feb 05, 2026
WESTPAC BANKING CORP History No change 24,859 691 0.04% 0.04% 161 0 0.0% Q4 2025 Feb 10, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 23,611 656 0.01% 0.01% 162 0 0.0% Q4 2025 Feb 03, 2026
EVOLVE PRIVATE WEALTH, LLC History New 23,318 655 0.04% 163 +23,318 New Q4 2025 Feb 17, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 23,300 648 0.02% 0.02% 164 0 0.0% Q4 2025 Feb 10, 2026
M&T BANK CORP History Added to 23,242 646 0.0% 0.0% 165 +10,580 83.56% Q4 2025 Jan 30, 2026
UniSuper Management Pty Ltd History Reduced 23,200 644 0.0% 0.01% 166 -8,300 -26.35% Q4 2025 Feb 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 22,598 628 0.01% 0.01% 167 -100 -0.44% Q4 2025 Feb 04, 2026
Allworth Financial LP History New 22,463 624 0.0% 168 +22,463 New Q4 2025 Feb 05, 2026
Cambria Investment Management, L.P. History Added to 21,304 592 0.03% 0.04% 169 +8 0.04% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 20,780 588 0.0% 0.0% 170 +513 2.53% Q4 2025 Jan 08, 2026
Groupe la Francaise History No change 20,944 582 0.01% 0.01% 171 0 0.0% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 19,966 555 0.0% 0.0% 172 +5,223 35.43% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 18,602 517 0.03% 0.22% 173 -97,749 -84.01% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Reduced 18,578 516 0.0% 0.0% 174 -2,286 -10.96% Q4 2025 Jan 29, 2026
IFM Investors Pty Ltd History Added to 18,382 511 0.0% 0.0% 175 +13 0.07% Q4 2025 Feb 12, 2026
XTX Topco Ltd History Reduced 18,036 501 0.01% 0.05% 176 -17,016 -48.55% Q4 2025 Feb 17, 2026
Creative Planning History Added to 17,891 497 0.0% 0.0% 177 +519 2.99% Q4 2025 Feb 17, 2026
BAILARD, INC. History No change 17,400 483 0.01% 0.01% 178 0 0.0% Q4 2025 Feb 04, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 17,142 476 0.0% 0.0% 179 +35 0.2% Q4 2025 Feb 17, 2026
Sapience Investments, LLC History Reduced 16,034 445 1.68% 1.83% 180 -33 -0.21% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 15,506 431 0.0% 0.0% 181 -1,535 -9.01% Q4 2025 Mar 09, 2026
HighTower Advisors, LLC History Reduced 14,745 409 0.0% 0.0% 182 -3,209 -17.87% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Added to 14,115 392 0.01% 0.01% 184 +1,443 11.39% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 14,105 392 0.0% 0.0% 183 -291 -2.02% Q4 2025 Feb 13, 2026
XPONANCE LLC History Reduced 14,087 391 0.0% 0.0% 185 -2,214 -13.58% Q4 2025 Feb 12, 2026
Jump Financial, LLC History Reduced 14,017 389 0.0% 0.01% 186 -12,688 -47.51% Q4 2025 Feb 17, 2026
Jackson Creek Investment Advisors LLC History Reduced 13,949 388 0.11% 0.12% 187 -199 -1.41% Q4 2025 Feb 09, 2026
Pictet Asset Management Holding SA History No change 13,963 388 0.0% 0.0% 188 0 0.0% Q4 2025 Jan 29, 2026
EntryPoint Capital, LLC History Reduced 13,604 378 0.15% 0.18% 189 -2,427 -15.14% Q4 2025 Feb 12, 2026
Pacer Advisors, Inc. History Reduced 13,513 375 0.0% 0.0% 190 -17,024 -55.75% Q4 2025 Feb 24, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 12,603 350 0.0% 0.0% 191 +262 2.12% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 12,178 338 0.0% 0.0% 192 -1,939 -13.74% Q4 2025 Jan 16, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 12,000 333 0.07% 0.07% 193 0 0.0% Q4 2025 Jan 15, 2026
Brooklyn Investment Group History New 11,738 332 0.02% 194 +11,738 New Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 11,399 321 0.0% 0.0% 195 -4,735 -29.35% Q4 2025 Jan 15, 2026
TWINBEECH CAPITAL LP History New 10,880 302 0.02% 196 +10,880 New Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 10,825 300 0.0% 197 +10,825 New Q4 2025 Feb 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 10,723 298 0.0% 0.0% 198 +3,439 47.21% Q4 2025 Feb 18, 2026
Quantbot Technologies LP History New 10,659 296 0.01% 199 +10,659 New Q4 2025 Feb 10, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 10,271 285 0.04% 0.19% 200 -31,200 -75.23% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Reduced 9,830 273 0.0% 0.0% 201 -35,243 -78.19% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,532 265 0.0% 0.0% 202 0 0.0% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 9,286 258 0.0% 0.0% 203 +4,311 86.65% Q4 2025 Feb 09, 2026
BOKF, NA History Reduced 9,236 256 0.0% 0.0% 204 -2,077 -18.36% Q4 2025 Feb 03, 2026
STIFEL FINANCIAL CORP History Reduced 9,170 254 0.0% 0.0% 205 -328 -3.45% Q4 2025 Feb 13, 2026
AR ASSET MANAGEMENT INC History No change 9,100 253 0.05% 0.06% 206 0 0.0% Q4 2025 Feb 09, 2026
Crossmark Global Holdings, Inc. History No change 9,075 252 0.0% 0.0% 207 0 0.0% Q4 2025 Feb 03, 2026
PRUDENTIAL FINANCIAL INC History Reduced 8,916 247 0.0% 0.0% 208 -38,139 -81.05% Q4 2025 Feb 13, 2026
CONNABLE OFFICE INC History Reduced 8,682 241 0.02% 0.02% 209 -543 -5.89% Q4 2025 Feb 03, 2026
QUADRANT CAPITAL GROUP LLC History Added to 8,649 240 0.01% 0.01% 210 +1,185 15.88% Q4 2025 Feb 13, 2026
Moors & Cabot, Inc. History No change 8,526 237 0.01% 0.01% 211 0 0.0% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 8,433 234 0.0% 212 +8,433 New Q4 2025 Feb 18, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 8,376 232 0.01% 0.01% 213 -538 -6.04% Q4 2025 Jan 23, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 8,196 227 0.01% 0.01% 214 -243 -2.88% Q4 2025 Feb 04, 2026
CSS LLC/IL History New 8,147 226 0.01% 215 +8,147 New Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 7,785 219 0.0% 0.0% 216 -5,525 -41.51% Q4 2025 Feb 18, 2026
Sivia Capital Partners, LLC History Reduced 7,843 218 0.04% 0.07% 217 -560 -6.66% Q4 2025 Feb 10, 2026
Atria Investments, Inc History Reduced 7,565 210 0.0% 0.0% 218 -1,952 -20.51% Q4 2025 Feb 05, 2026
CIBC WORLD MARKETS CORP History New 7,544 209 0.0% 219 +7,544 New Q4 2025 Feb 12, 2026
Beverly Hills Private Wealth, LLC History Reduced 7,239 201 0.03% 0.04% 220 -208 -2.79% Q4 2025 Feb 17, 2026
Central Pacific Bank - Trust Division History Reduced 6,923 192 0.02% 0.03% 221 -381 -5.22% Q4 2025 Jan 07, 2026
Sterling Capital Management LLC History Reduced 6,633 184 0.0% 0.0% 222 -1,262 -15.98% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History Added to 6,346 176 0.04% 0.02% 223 +5,519 667.35% Q4 2025 Mar 03, 2026
Tower Research Capital LLC (TRC) History Reduced 5,895 163 0.0% 0.01% 224 -5,715 -49.22% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 5,633 159 0.01% 0.01% 225 +1,120 24.82% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,787 133 0.0% 0.0% 226 -2,378 -33.19% Q4 2025 Feb 06, 2026
Ensign Peak Advisors, Inc History Reduced 4,622 128 0.0% 0.0% 227 -13,050 -73.85% Q4 2025 Feb 12, 2026
Rosenberg Matthew Hamilton History No change 4,000 111 0.02% 0.03% 228 0 0.0% Q4 2025 Jan 05, 2026
Global Retirement Partners, LLC History Added to 3,992 110 0.0% 0.0% 229 +2,574 181.52% Q4 2025 Feb 06, 2026
KBC Group NV History No change 3,862 107 0.0% 0.0% 230 0 0.0% Q4 2025 Jan 26, 2026
FIL Ltd History Reduced 3,311 92 0.0% 0.0% 231 -1,712 -34.08% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 3,300 91 0.0% 0.0% 232 +827 33.44% Q4 2025 Jan 26, 2026
Wilmington Savings Fund Society, FSB History No change 3,000 83 0.0% 0.0% 233 0 0.0% Q4 2025 Feb 12, 2026
Horizon Investments, LLC History Reduced 2,575 71 0.0% 0.02% 234 -39,914 -93.94% Q4 2025 Feb 02, 2026
OPTIMA CAPITAL LLC History New 2,250 62 0.03% 235 +2,250 New Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History Added to 2,085 57 0.0% 0.0% 236 +187 9.85% Q4 2025 Feb 06, 2026
GAMMA Investing LLC History Reduced 1,952 54 0.0% 0.0% 237 -21 -1.06% Q4 2025 Jan 05, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,877 52 0.0% 0.0% 238 -9 -0.48% Q4 2025 Jan 27, 2026
OSAIC HOLDINGS, INC. History Reduced 1,780 49 0.0% 0.0% 239 -249 -12.27% Q4 2025 Feb 17, 2026
Heritage Wealth Advisors History No change 1,600 44 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 1,476 41 0.0% 0.0% 241 -137 -8.49% Q4 2025 Jan 30, 2026
FINANCIAL CONSULATE, INC History No change 1,347 37 0.01% 0.01% 242 0 0.0% Q4 2025 Jan 22, 2026
NewEdge Advisors, LLC History No change 1,224 34 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 18, 2026
SIMPLEX TRADING, LLC History Added to 1,149 31 0.0% 0.0% 244 +898 357.77% Q4 2025 Feb 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 1,006 27 0.0% 245 +1,006 New Q4 2025 Feb 11, 2026
DV Trading LLC History New 900 25 0.0% 246 +900 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 835 23 0.0% 0.0% 247 +154 22.61% Q4 2025 Feb 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 804 22 0.0% 0.0% 248 +106 15.19% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 740 20 0.0% 0.0% 249 +188 34.06% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 732 20 0.0% 0.0% 250 +22 3.1% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History Reduced 749 20 0.0% 0.0% 252 -22 -2.85% Q4 2025 Jan 08, 2026
UMB Bank, n.a. History No change 749 20 0.0% 0.0% 251 0 0.0% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 707 19 0.0% 0.0% 253 +274 63.28% Q4 2025 Feb 11, 2026
BROOKFIELD Corp /ON/ History No change 679 18 0.0% 0.0% 254 0 0.0% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 633 17 0.0% 0.0% 255 +16 2.59% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Added to 579 16 0.0% 0.0% 256 +51 9.66% Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 452 13 0.0% 0.0% 258 -8 -1.74% Q4 2025 Jan 20, 2026
VALLEY NATIONAL ADVISERS INC History No change 500 13 0.0% 0.0% 257 0 0.0% Q4 2025 Jan 23, 2026
Activest Wealth Management History Reduced 467 12 0.0% 0.0% 260 -36 -7.16% Q4 2025 Jan 30, 2026
WOLFF WIESE MAGANA LLC History No change 467 12 0.01% 0.01% 259 0 0.0% Q4 2025 Jan 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 419 11 0.0% 261 +419 New Q4 2025 Jan 20, 2026
Clearstead Trust, LLC History Added to 428 11 0.0% 0.0% 262 +74 20.9% Q4 2025 Feb 09, 2026
Fourth Dimension Wealth, LLC History No change 400 11 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 04, 2026
Costello Asset Management, INC History Added to 291 8 0.0% 0.0% 264 +3 1.04% Q4 2025 Feb 03, 2026
Princeton Global Asset Management LLC History No change 275 7 0.0% 0.0% 265 0 0.0% Q4 2025 Jan 20, 2026
Steigerwald, Gordon & Koch Inc. History New 250 6 0.0% 267 +250 New Q4 2025 Jan 23, 2026
Rossby Financial, LCC History New 249 6 0.0% 268 +249 New Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History No change 240 6 0.0% 0.0% 266 0 0.0% Q4 2025 Jan 26, 2026
Capital Advisors, Ltd. LLC History No change 186 5 0.0% 0.0% 269 0 0.0% Q4 2025 Jan 21, 2026
WPG Advisers, LLC History No change 204 5 0.0% 0.0% 270 0 0.0% Q4 2025 Jan 28, 2026
Arax Advisory Partners History Reduced 168 4 0.0% 0.0% 276 -9,912 -98.33% Q4 2025 Feb 13, 2026
Kemnay Advisory Services Inc. History New 174 4 0.0% 275 +174 New Q4 2025 Feb 17, 2026
Ancora Advisors LLC History New 167 4 0.0% 273 +167 New Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 155 4 0.0% 277 +155 New Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 172 4 0.0% 0.0% 271 +22 14.67% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Reduced 154 4 0.0% 0.0% 274 -4 -2.53% Q4 2025 Jan 20, 2026
Manchester Capital Management LLC History No change 146 4 0.0% 0.0% 272 0 0.0% Q4 2025 Feb 11, 2026
AMERIFLEX GROUP, INC. History Reduced 138 3 0.0% 0.0% 280 -138 -50.0% Q4 2025 Feb 18, 2026
CIBC Private Wealth Group LLC History New 109 3 0.0% 278 +109 New Q4 2025 Feb 12, 2026
Quent Capital, LLC History Added to 136 3 0.0% 0.0% 279 +69 102.99% Q4 2025 Jan 29, 2026
Elequin Capital, LP History New 80 2 0.0% 285 +80 New Q4 2025 Feb 17, 2026
Bell Investment Advisors, Inc History Reduced 100 2 0.0% 0.0% 286 -76 -43.18% Q4 2025 Feb 24, 2026
ASSETMARK, INC History Added to 91 2 0.0% 0.0% 283 +43 89.58% Q4 2025 Jan 23, 2026
Farther Finance Advisors, LLC History Added to 80 2 0.0% 0.0% 287 +25 45.45% Q4 2025 Jan 23, 2026
PFS Partners, LLC History Added to 82 2 0.0% 0.0% 288 +1 1.23% Q4 2025 Jan 16, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 95 2 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 04, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 102 2 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History No change 75 2 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 12, 2026
First Command Advisory Services, Inc. History New 39 1 0.0% 291 +39 New Q4 2025 Feb 11, 2026
True Wealth Design, LLC History Added to 66 1 0.0% 0.0% 292 +25 60.98% Q4 2025 Jan 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 51 1 0.0% 0.0% 289 -11 -17.74% Q4 2025 Jan 07, 2026
1 NORTH WEALTH SERVICES LLC History No change 70 1 0.0% 0.0% 290 0 0.0% Q4 2025 Feb 13, 2026
Alyeska Investment Group, L.P. History Closed out 0 0 0.02% -278,335 -100.0% Q3 2025 Nov 17, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.04% -230,819 -100.0% Q3 2025 Nov 14, 2025
CRAMER ROSENTHAL MCGLYNN LLC History Closed out 0 0 0.33% -180,088 -100.0% Q3 2025 Nov 12, 2025
Knights of Columbus Asset Advisors LLC History Closed out 0 0 0.13% -80,811 -100.0% Q3 2025 Nov 03, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.16% -65,874 -100.0% Q3 2025 Nov 07, 2025
Man Group plc History Closed out 0 0 0.0% -49,151 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -49,122 -100.0% Q3 2025 Nov 14, 2025
INCEPTIONR LLC History Closed out 0 0 0.31% -44,000 -100.0% Q3 2025 Nov 13, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.03% -41,406 -100.0% Q3 2025 Oct 31, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -38,186 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.02% -31,049 -100.0% Q3 2025 Nov 17, 2025
Entropy Technologies, LP History Closed out 0 0 0.06% -26,448 -100.0% Q3 2025 Nov 13, 2025
Versor Investments LP History Closed out 0 0 0.12% -22,272 -100.0% Q3 2025 Nov 06, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -22,032 -100.0% Q3 2025 Nov 14, 2025
Centiva Capital, LP History Closed out 0 0 0.01% -21,198 -100.0% Q3 2025 Nov 14, 2025
Neo Ivy Capital Management History Closed out 0 0 0.15% -20,712 -100.0% Q3 2025 Nov 12, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -16,643 -100.0% Q3 2025 Oct 30, 2025
Elo Mutual Pension Insurance Co History Closed out 0 0 0.01% -11,212 -100.0% Q3 2025 Nov 12, 2025
State of Wyoming History Closed out 0 0 0.03% -9,609 -100.0% Q3 2025 Nov 04, 2025
Mariner, LLC History Closed out 0 0 0.0% -8,166 -100.0% Q3 2025 Nov 14, 2025
Sequoia Financial Advisors, LLC History Closed out 0 0 0.0% -7,666 -100.0% Q3 2025 Oct 29, 2025
Covestor Ltd History Reduced 6 0 0.03% -1,568 -99.62% Q4 2025 Feb 06, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.02% -1,225 -100.0% Q3 2025 Nov 12, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -713 -100.0% Q3 2025 Nov 10, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -522 -100.0% Q3 2025 Oct 08, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -368 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -252 -100.0% Q3 2025 Oct 21, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -109 -100.0% Q3 2025 Nov 12, 2025
Physician Wealth Advisors, Inc. History Closed out 0 0 0.0% -59 -100.0% Q3 2025 Nov 04, 2025
Keating Financial Advisory Services, Inc. History New 34 0 +34 New Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 20 0 0.0% -18 -47.37% Q4 2025 Feb 09, 2026
Transamerica Financial Advisors, LLC History New 13 0 +13 New Q4 2025 Feb 13, 2026
MAI Capital Management History Reduced 30 0 0.0% -8 -21.05% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 18, 2025
Dunhill Financial, LLC History New 6 0 +6 New Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 3 0 +3 New Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Added to 3 0 +1 50.0% Q4 2025 Jan 13, 2026
FIRST HORIZON CORP History No change 31 0 0 0.0% Q4 2025 Jan 27, 2026
Root Financial Partners, LLC History No change 9 0 0 0.0% Q4 2025 Feb 10, 2026
Private Wealth Management Group, LLC History No change 5 0 0 0.0% Q4 2025 Jan 23, 2026