CNO Financial Group, Inc. - CNO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 13,060,216 554,667 0.01% 0.01% 1 +26,976 0.21% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 11,647,238 494,658 0.01% 0.01% 2 -426,328 -3.53% Q4 2025 Jan 29, 2026
STATE STREET CORP History Reduced 4,061,535 172,493 0.01% 0.01% 3 -177,776 -4.19% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 3,923,078 166,613 0.04% 0.04% 4 -379,238 -8.81% Q4 2025 Feb 11, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 3,894,342 165,392 0.56% 0.57% 5 -368,782 -8.65% Q4 2025 Feb 18, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 3,442,959 146,224 0.03% 0.03% 6 -3,710 -0.11% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 3,332,021 141,510 0.07% 0.07% 7 +92,077 2.84% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History Reduced 3,071,849 130,461 0.28% 0.28% 8 -77,800 -2.47% Q4 2025 Feb 06, 2026
PZENA INVESTMENT MANAGEMENT LLC History Reduced 2,462,868 104,598 0.31% 0.32% 9 -79,253 -3.12% Q4 2025 Feb 06, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,455,372 104,293 0.01% 0.01% 10 -7,640 -0.31% Q4 2025 Feb 09, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 2,120,156 90,043 0.14% 11 +2,120,156 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,870,982 79,460 0.0% 0.0% 12 +317,690 20.45% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 1,483,102 62,987 0.01% 0.01% 13 -115,247 -7.21% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,378,497 58,544 0.03% 0.03% 14 -34 -0.0% Q4 2025 Feb 02, 2026
Allianz Asset Management GmbH History Added to 1,282,096 54,450 0.06% 0.05% 15 +140,255 12.28% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,218,033 51,729 0.03% 0.02% 16 +319,795 35.6% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 1,153,554 48,679 0.08% 0.08% 17 -149,977 -11.51% Q4 2025 Jan 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,107,939 47,054 0.01% 0.01% 18 -16,506 -1.47% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,078,938 45,822 0.01% 0.01% 19 -16,294 -1.49% Q4 2025 Mar 25, 2026
FMR LLC History Added to 952,988 40,473 0.0% 0.0% 20 +43,331 4.76% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 930,259 39,508 0.0% 0.0% 21 +85,928 10.18% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 910,145 38,653 0.01% 0.01% 22 -58,372 -6.03% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 707,183 30,034 0.0% 0.0% 23 -175,329 -19.87% Q4 2025 Feb 11, 2026
Bragg Financial Advisors, Inc History Added to 695,066 29,519 0.96% 0.84% 24 +52,870 8.23% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 605,716 25,724 0.01% 0.01% 25 +49,056 8.81% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 601,353 25,539 0.01% 0.01% 26 -19,712 -3.17% Q4 2025 Feb 13, 2026
Man Group plc History Added to 555,294 23,583 0.04% 0.03% 27 +97,005 21.17% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 508,627 21,601 0.02% 0.02% 28 -6,057 -1.18% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 494,741 21,011 0.0% 0.0% 29 +15,864 3.31% Q4 2025 Feb 19, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 492,358 20,910 0.08% 30 +492,358 New Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 491,977 20,894 0.03% 0.03% 31 +25,307 5.42% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 479,654 20,370 0.0% 0.0% 32 -3,740 -0.77% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 470,129 19,966 0.04% 81.01% 33 +28,924 6.56% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 432,182 18,354 0.02% 0.02% 34 -77,690 -15.24% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 430,820 18,296 0.03% 35 +430,820 New Q4 2025 Feb 13, 2026
Jain Global LLC History New 423,741 17,996 0.09% 36 +423,741 New Q4 2025 Feb 17, 2026
EASTERLY INVESTMENT PARTNERS LLC History Reduced 415,537 17,647 1.08% 1.16% 37 -16,500 -3.82% Q4 2025 Feb 10, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 400,980 17,029 0.03% 0.03% 38 +2,050 0.51% Q4 2025 Jan 28, 2026
RHUMBLINE ADVISERS History Reduced 351,197 14,915 0.01% 0.01% 39 -36,285 -9.36% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 342,024 14,524 0.01% 0.01% 40 +28,333 9.03% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 332,621 14,126 0.04% 0.04% 41 -3,441 -1.02% Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History Added to 323,625 13,744 0.08% 0.05% 42 +103,931 47.31% Q4 2025 Feb 17, 2026
Retirement Systems of Alabama History Reduced 297,041 12,615 0.04% 0.04% 43 -2,756 -0.92% Q4 2025 Jan 15, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 283,900 12,057 0.07% 44 +283,900 New Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History Reduced 279,098 11,853 0.04% 0.04% 45 -947 -0.34% Q4 2025 Feb 13, 2026
Paradice Investment Management LLC History No change 273,329 11,608 2.26% 2.42% 46 0 0.0% Q4 2025 Jan 28, 2026
Bridgewater Associates, LP History Added to 267,517 11,361 0.04% 0.04% 47 +15,126 5.99% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 267,343 11,354 0.01% 0.01% 48 +27,825 11.62% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 259,949 11,040 0.0% 0.0% 49 -98 -0.04% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 245,652 10,432 0.0% 0.0% 50 -16,741 -6.38% Q4 2025 Feb 13, 2026
Huber Capital Management LLC History No change 218,998 9,300 1.37% 1.37% 51 0 0.0% Q4 2025 Feb 13, 2026
Brandywine Global Investment Management, LLC History New 191,281 8,123 0.05% 52 +191,281 New Q4 2025 Feb 11, 2026
Swiss National Bank History Reduced 191,100 8,116 0.0% 0.0% 53 -1,100 -0.57% Q4 2025 Feb 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 189,745 8,058 0.0% 0.0% 54 -197 -0.1% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 186,940 7,939 0.0% 0.0% 55 -6,282 -3.25% Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History Reduced 186,637 7,926 0.24% 0.24% 56 -16,094 -7.94% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 186,009 7,899 0.01% 57 +186,009 New Q4 2025 Feb 17, 2026
RBF Capital, LLC History No change 185,034 7,858 0.35% 0.33% 58 0 0.0% Q4 2025 Feb 17, 2026
HENNESSY ADVISORS INC History Reduced 183,600 7,797 0.28% 0.27% 59 -11,900 -6.09% Q4 2025 Jan 27, 2026
Quantinno Capital Management LP History Added to 174,350 7,404 0.01% 0.02% 60 +4,291 2.52% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 171,816 7,297 0.0% 0.0% 61 +39,889 30.24% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 161,628 6,864 0.0% 0.01% 62 -418,028 -72.12% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 154,678 6,569 0.01% 0.01% 63 +59,222 62.04% Q4 2025 Feb 17, 2026
KESTREL INVESTMENT MANAGEMENT CORP History Reduced 154,250 6,550 3.71% 3.56% 64 -5,400 -3.38% Q4 2025 Feb 03, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 152,507 6,476 0.05% 0.04% 65 +4,268 2.88% Q4 2025 Jan 09, 2026
Legal & General Group Plc History Reduced 150,260 6,381 0.0% 0.0% 66 -7,826 -4.95% Q4 2025 Feb 09, 2026
Campbell & CO Investment Adviser LLC History Added to 146,723 6,231 0.3% 0.04% 67 +133,238 988.05% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 145,767 6,190 0.0% 0.0% 68 +29,494 25.37% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 142,297 6,044 0.0% 69 +142,297 New Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History New 138,239 5,871 0.01% 70 +138,239 New Q4 2025 Jan 09, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 137,855 5,854 0.02% 0.0% 71 +131,649 2121.32% Q4 2025 Feb 13, 2026
Creative Planning History Added to 132,055 5,608 0.0% 0.0% 72 +84,758 179.2% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 127,988 5,435 0.0% 0.01% 73 -113,103 -46.91% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 126,175 5,358 0.0% 0.0% 74 -207,696 -62.21% Q4 2025 Feb 12, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 121,119 5,143 0.16% 0.15% 75 -6,001 -4.72% Q4 2025 Jan 28, 2026
ALGERT GLOBAL LLC History Reduced 116,228 4,936 0.08% 0.11% 76 -48,670 -29.52% Q4 2025 Feb 17, 2026
Boston Partners History Reduced 114,027 4,842 0.01% 0.0% 77 -4,990 -4.19% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 113,218 4,808 0.01% 0.01% 78 -10,327 -8.36% Q4 2025 Jan 30, 2026
WELLS FARGO & COMPANY/MN History Added to 113,137 4,804 0.0% 0.0% 79 +35,259 45.27% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 111,894 4,752 0.01% 0.01% 80 +6,473 6.14% Q4 2025 Feb 18, 2026
DEUTSCHE BANK AG\ History Reduced 103,755 4,406 0.0% 0.0% 81 -5,608 -5.13% Q4 2025 Feb 11, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 100,381 4,263 0.01% 0.01% 82 -477 -0.47% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 98,085 4,165 0.02% 0.02% 83 -6,150 -5.9% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 95,236 4,044 0.0% 0.0% 84 -268 -0.28% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 92,843 3,943 0.0% 85 +92,843 New Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 92,413 3,925 0.0% 0.0% 86 +2,612 2.91% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History Added to 91,113 3,869 0.09% 0.02% 87 +73,335 412.5% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 90,789 3,855 0.01% 0.01% 88 +462 0.51% Q4 2025 Feb 12, 2026
Trexquant Investment LP History New 87,838 3,730 0.03% 89 +87,838 New Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 82,800 3,516 0.0% 0.0% 90 +28,900 53.62% Q4 2025 Feb 17, 2026
Journey Advisory Group, LLC History Reduced 82,256 3,493 0.29% 0.26% 91 -5,552 -6.32% Q4 2025 Jan 27, 2026
New Age Alpha Advisors, LLC History Reduced 82,170 3,489 0.15% 0.14% 92 -4,126 -4.78% Q4 2025 Feb 09, 2026
NORGES BANK History New 79,703 3,384 0.0% 93 +79,703 New Q4 2025 Feb 10, 2026
PRUDENTIAL FINANCIAL INC History Reduced 79,369 3,370 0.0% 0.01% 94 -28,386 -26.34% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 76,453 3,247 0.05% 0.05% 95 -2,515 -3.18% Q4 2025 Feb 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 74,145 3,148 0.03% 0.03% 96 -4,597 -5.84% Q4 2025 Feb 10, 2026
Engineers Gate Manager LP History Added to 72,544 3,080 0.04% 0.02% 97 +38,564 113.49% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 67,453 2,864 0.01% 0.01% 98 +11,924 21.47% Q4 2025 Jan 29, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 64,683 2,747 0.13% 99 +64,683 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 64,393 2,734 0.0% 0.0% 100 +15,963 32.96% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 61,132 2,597 0.0% 0.0% 101 +6,590 12.08% Q4 2025 Feb 05, 2026
HRT FINANCIAL LP History Reduced 60,958 2,588 0.01% 0.02% 102 -101,628 -62.51% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 56,553 2,402 0.0% 0.0% 103 -28,183 -33.26% Q4 2025 Feb 13, 2026
JENNISON ASSOCIATES LLC History Reduced 55,502 2,357 0.0% 0.0% 104 -2,101 -3.65% Q4 2025 Jan 30, 2026
Nearwater Capital Markets, Ltd History Reduced 53,800 2,284 0.04% 0.03% 105 -5,500 -9.27% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 53,774 2,283 0.01% 0.01% 106 -1,232 -2.24% Q4 2025 Jan 30, 2026
CITIGROUP INC History Added to 51,025 2,167 0.0% 0.0% 107 +15,714 44.5% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 48,511 2,060 0.02% 0.02% 108 -7,403 -13.24% Q4 2025 Feb 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 47,596 2,021 0.0% 0.0% 109 +5,052 11.87% Q4 2025 Feb 10, 2026
JANUS HENDERSON GROUP PLC History No change 45,458 1,930 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 45,025 1,913 0.0% 0.0% 111 +22,749 102.12% Q4 2025 Mar 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 44,717 1,899 0.0% 0.0% 112 -6 -0.01% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 42,885 1,821 0.0% 0.0% 113 +2,792 6.96% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 42,417 1,801 0.0% 0.0% 114 -5,428 -11.34% Q4 2025 Feb 18, 2026
XTX Topco Ltd History New 40,212 1,707 0.04% 115 +40,212 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 40,181 1,706 0.01% 0.01% 116 -2,331 -5.48% Q4 2025 Feb 05, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 39,684 1,685 0.02% 0.02% 117 -5,083 -11.35% Q4 2025 Feb 10, 2026
LAZARD ASSET MANAGEMENT LLC History New 39,170 1,663 0.0% 118 +39,170 New Q4 2025 Feb 17, 2026
FJ Capital Management LLC History Reduced 39,063 1,659 0.18% 0.22% 119 -12,945 -24.89% Q4 2025 Feb 13, 2026
Quantbot Technologies LP History New 38,686 1,642 0.05% 120 +38,686 New Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Reduced 39,034 1,641 0.01% 0.01% 121 -1,671 -4.11% Q4 2025 Feb 18, 2026
Cresset Asset Management, LLC History Added to 37,429 1,589 0.01% 0.01% 122 +72 0.19% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History New 36,762 1,561 0.0% 123 +36,762 New Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 35,381 1,503 0.0% 0.0% 124 +16,092 83.43% Q4 2025 Jan 09, 2026
Pathstone Holdings, LLC History New 34,588 1,468 0.01% 125 +34,588 New Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History No change 33,555 1,425 0.0% 0.0% 126 0 0.0% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 32,932 1,398 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History New 32,770 1,391 0.21% 128 +32,770 New Q4 2025 Feb 11, 2026
Cerity Partners LLC History Added to 32,696 1,388 0.0% 0.0% 129 +19,123 140.89% Q4 2025 Feb 11, 2026
Vest Financial, LLC History Added to 32,561 1,382 0.02% 0.02% 130 +3,326 11.38% Q4 2025 Jan 30, 2026
Schonfeld Strategic Advisors LLC History New 31,210 1,325 0.01% 131 +31,210 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 30,931 1,313 0.0% 0.0% 132 -3,646 -10.54% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 30,886 1,312 0.01% 0.01% 133 -9,500 -23.52% Q4 2025 Jan 29, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 30,846 1,310 0.0% 0.01% 134 -14,991 -32.71% Q4 2025 Jan 28, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 30,745 1,305 0.0% 0.0% 135 -2,500 -7.52% Q4 2025 Feb 12, 2026
Aquatic Capital Management LLC History Reduced 30,116 1,279 0.04% 0.03% 136 -9,569 -24.11% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 31,559 1,276 0.01% 0.01% 137 -1,256 -3.83% Q4 2025 Jan 21, 2026
TWINBEECH CAPITAL LP History Added to 27,855 1,183 0.08% 0.02% 138 +12,384 80.05% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 27,505 1,168 0.01% 0.01% 139 +1,516 5.83% Q4 2025 Feb 13, 2026
Legacy Advisors, LLC History Reduced 26,968 1,145 0.12% 0.14% 140 -2,000 -6.9% Q4 2025 Jan 27, 2026
Arizona State Retirement System History Reduced 26,941 1,144 0.01% 0.01% 141 -2,397 -8.17% Q4 2025 Jan 28, 2026
Sequoia Financial Advisors, LLC History Reduced 26,816 1,138 0.01% 0.01% 142 -421 -1.55% Q4 2025 Feb 03, 2026
Louisiana State Employees Retirement System History Reduced 26,400 1,121 0.02% 0.02% 143 -600 -2.22% Q4 2025 Jan 16, 2026
DekaBank Deutsche Girozentrale History No change 38,711 1,113 0.0% 0.0% 144 0 0.0% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 25,509 1,083 0.01% 0.01% 145 -1,491 -5.52% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 25,290 1,074 0.03% 0.03% 146 -924 -3.52% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 24,805 1,053 0.0% 0.0% 147 -98 -0.39% Q4 2025 Jan 15, 2026
CAXTON ASSOCIATES LLP History Added to 24,488 1,040 0.02% 0.01% 148 +9,009 58.2% Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 23,862 1,013 0.01% 0.0% 149 -1,015 -4.08% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 23,467 996 0.0% 0.0% 150 -601 -2.5% Q4 2025 Jan 27, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 23,400 994 0.03% 0.03% 151 0 0.0% Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 22,979 975 0.0% 152 +22,979 New Q4 2025 Feb 13, 2026
Everhart Financial Group, Inc. History Added to 22,827 969 0.09% 0.08% 153 +1,735 8.23% Q4 2025 Jan 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 22,615 960 0.01% 0.01% 154 -945 -4.01% Q4 2025 Feb 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 22,551 957 0.0% 0.0% 155 -500 -2.17% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 22,298 946 0.0% 0.0% 156 +812 3.78% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 22,187 942 0.02% 0.01% 157 -1,110 -4.76% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 21,805 933 0.0% 0.0% 158 -176 -0.8% Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Added to 21,788 930 0.0% 0.0% 159 +1,228 5.97% Q4 2025 Feb 18, 2026
ProShare Advisors LLC History Added to 21,419 909 0.0% 0.0% 160 +833 4.05% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 21,334 906 0.01% 0.01% 161 -273 -1.26% Q4 2025 Feb 05, 2026
Uncommon Cents Investing LLC History Reduced 21,290 904 0.22% 0.21% 162 -200 -0.93% Q4 2025 Jan 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 21,135 897 0.08% 163 +21,135 New Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History No change 21,000 891 0.0% 0.0% 164 0 0.0% Q4 2025 Jan 28, 2026
IBEX WEALTH ADVISORS History Reduced 20,973 890 0.09% 0.08% 165 -600 -2.78% Q4 2025 Feb 17, 2026
SIT INVESTMENT ASSOCIATES INC History No change 20,600 875 1.07% 0.02% 166 0 0.0% Q4 2025 Feb 25, 2026
Brevan Howard Capital Management LP History Reduced 20,586 874 0.01% 0.01% 167 -18,244 -46.98% Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 20,234 859 0.05% 168 +20,234 New Q4 2025 Feb 17, 2026
OAK ASSOCIATES LTD /OH/ History Reduced 19,793 840 0.05% 0.05% 170 -1,025 -4.92% Q4 2025 Feb 12, 2026
BAILARD, INC. History Reduced 19,800 840 0.02% 0.02% 169 -15 -0.08% Q4 2025 Feb 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 19,008 807 0.01% 0.01% 171 -500 -2.56% Q4 2025 Feb 04, 2026
Corient Private Wealth LLC History Reduced 18,713 794 0.0% 0.0% 172 -472 -2.46% Q4 2025 Mar 09, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 18,693 793 0.03% 0.02% 173 0 0.0% Q4 2025 Jan 14, 2026
Callan Family Office, LLC History Added to 18,541 787 0.02% 0.01% 174 +8,614 86.77% Q4 2025 Feb 12, 2026
AlphaQuest LLC History Reduced 17,945 762 0.04% 0.2% 176 -59,359 -76.79% Q4 2025 Feb 09, 2026
Invst, LLC History Reduced 17,948 762 0.08% 0.08% 175 -933 -4.94% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO History No change 17,548 760 0.01% 0.01% 177 0 0.0% Q4 2025 Jan 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 17,498 757 0.0% 0.0% 178 +1,706 10.8% Q4 2025 Jan 08, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 17,202 730 0.0% 0.0% 179 -566 -3.19% Q4 2025 Feb 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 17,165 729 0.01% 0.01% 180 +1,691 10.93% Q4 2025 Feb 02, 2026
HANCOCK WHITNEY CORP History Added to 17,050 724 0.01% 0.01% 181 +155 0.92% Q4 2025 Feb 17, 2026
DGS Capital Management, LLC History Added to 17,017 722 0.12% 0.1% 182 +2,450 16.82% Q4 2025 Feb 24, 2026
First Financial Bank - Trust Division History No change 16,763 711 0.06% 0.06% 183 0 0.0% Q4 2025 Jan 02, 2026
Neuberger Berman Group LLC History Added to 15,724 667 0.0% 0.0% 184 +250 1.62% Q4 2025 Feb 13, 2026
GREENLEAF TRUST History Added to 15,529 659 0.01% 0.01% 185 +384 2.54% Q4 2025 Jan 21, 2026
NewEdge Wealth, LLC History Added to 15,443 655 0.01% 0.01% 186 +93 0.61% Q4 2025 Feb 03, 2026
Integrated Quantitative Investments LLC History New 15,095 641 0.14% 187 +15,095 New Q4 2025 Feb 12, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 14,876 631 0.0% 188 +14,876 New Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 14,722 625 0.0% 0.0% 189 +5,587 61.16% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 13,973 593 0.01% 0.01% 190 -934 -6.27% Q4 2025 Jan 23, 2026
CSS LLC/IL History Reduced 13,908 590 0.03% 0.03% 191 -846 -5.73% Q4 2025 Feb 17, 2026
Legato Capital Management LLC History New 13,761 584 0.05% 192 +13,761 New Q4 2025 Feb 06, 2026
Pictet Asset Management Holding SA History No change 13,643 579 0.0% 0.0% 193 0 0.0% Q4 2025 Jan 29, 2026
Brooklyn Investment Group History New 13,502 578 0.03% 194 +13,502 New Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 13,237 562 0.0% 195 +13,237 New Q4 2025 Feb 18, 2026
ExodusPoint Capital Management, LP History New 12,967 550 0.0% 196 +12,967 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 12,701 539 0.0% 0.0% 197 -17,677 -58.19% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History New 11,891 505 0.0% 198 +11,891 New Q4 2025 Feb 13, 2026
XPONANCE LLC History Reduced 11,679 496 0.0% 0.0% 199 -2,098 -15.23% Q4 2025 Feb 12, 2026
Entropy Technologies, LP History New 11,428 485 0.03% 200 +11,428 New Q4 2025 Feb 13, 2026
Pacer Advisors, Inc. History Reduced 11,407 484 0.0% 0.0% 201 -6,085 -34.79% Q4 2025 Feb 24, 2026
NATIXIS ADVISORS, LLC History Reduced 11,323 481 0.0% 0.0% 202 -886 -7.26% Q4 2025 Feb 10, 2026
CIM INVESTMENT MANAGEMENT INC History No change 11,192 475 0.12% 0.12% 203 0 0.0% Q4 2025 Feb 17, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 11,091 471 0.03% 0.04% 204 -2,452 -18.11% Q4 2025 Jan 27, 2026
EMC Capital Management History Reduced 10,768 457 0.2% 0.24% 205 -1,900 -15.0% Q4 2025 Mar 09, 2026
Versor Investments LP History New 10,698 454 0.07% 206 +10,698 New Q4 2025 Feb 04, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 10,600 450 0.0% 207 +10,600 New Q4 2025 Feb 04, 2026
Amundi History New 10,414 442 0.0% 208 +10,414 New Q4 2025 Feb 17, 2026
Diversified Trust Co History New 10,014 425 0.01% 209 +10,014 New Q4 2025 Jan 09, 2026
MML INVESTORS SERVICES, LLC History Added to 9,916 421 0.0% 0.0% 210 +3,751 60.84% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 9,900 420 0.01% 0.01% 211 +1,578 18.96% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Added to 9,772 415 0.0% 0.0% 212 +2,032 26.25% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Reduced 9,581 409 0.01% 0.01% 213 -293 -2.97% Q4 2025 Feb 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 9,517 404 0.01% 0.01% 214 +4,055 74.24% Q4 2025 Jan 27, 2026
CHOREO, LLC History Reduced 9,099 389 0.0% 0.01% 215 -1,825 -16.71% Q4 2025 Jan 23, 2026
CWM, LLC History Added to 8,157 346 0.0% 0.0% 216 +1,220 17.59% Q4 2025 Jan 26, 2026
Caitong International Asset Management Co., Ltd History Added to 7,762 329 0.08% 0.01% 217 +7,267 1468.08% Q4 2025 Mar 03, 2026
Verition Fund Management LLC History Reduced 7,600 322 0.0% 0.01% 218 -54,558 -87.77% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Reduced 7,600 322 0.0% 0.0% 220 -179 -2.3% Q4 2025 Jan 26, 2026
Crossmark Global Holdings, Inc. History No change 7,586 322 0.0% 0.0% 219 0 0.0% Q4 2025 Feb 03, 2026
denkapparat Operations GmbH History No change 7,528 319 0.17% 0.19% 221 0 0.0% Q4 2025 Feb 12, 2026
Ethic Inc. History Added to 7,261 308 0.0% 0.0% 222 +5 0.07% Q4 2025 Feb 03, 2026
HighTower Advisors, LLC History Reduced 7,117 302 0.0% 0.0% 223 -253 -3.43% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,051 299 0.0% 0.0% 224 0 0.0% Q4 2025 Feb 13, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 6,949 295 0.01% 0.01% 225 -310 -4.27% Q4 2025 Feb 04, 2026
BLAIR WILLIAM & CO/IL History Added to 6,761 287 0.0% 0.0% 226 +124 1.87% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Reduced 6,684 283 0.0% 0.0% 227 -1,865 -21.82% Q4 2025 Feb 18, 2026
Voleon Capital Management LP History Reduced 6,560 278 0.01% 0.01% 228 -6,327 -49.1% Q4 2025 Feb 17, 2026
STALEY CAPITAL ADVISERS INC History No change 6,423 272 0.01% 0.01% 229 0 0.0% Q4 2025 Feb 05, 2026
CIBC WORLD MARKETS CORP History New 6,370 270 0.0% 230 +6,370 New Q4 2025 Feb 12, 2026
OXFORD ASSET MANAGEMENT LLP History New 6,366 270 0.11% 231 +6,366 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 6,375 270 0.0% 0.0% 232 +122 1.95% Q4 2025 Jan 23, 2026
Ensign Peak Advisors, Inc History Reduced 6,291 267 0.0% 0.0% 233 -13,300 -67.89% Q4 2025 Feb 12, 2026
R Squared Ltd History New 6,284 266 0.12% 234 +6,284 New Q4 2025 Jan 30, 2026
TWO SIGMA ADVISERS, LP History New 6,200 263 0.0% 235 +6,200 New Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Reduced 6,110 259 0.0% 0.0% 236 -4,828 -44.14% Q4 2025 Feb 12, 2026
BTG Pactual Asset Management US LLC History New 6,006 255 0.02% 237 +6,006 New Q4 2025 Feb 17, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 5,961 253 0.02% 238 +5,961 New Q4 2025 Feb 17, 2026
BURNEY CO/ History Reduced 5,928 251 0.01% 0.01% 239 -891 -13.07% Q4 2025 Jan 23, 2026
Daiwa Securities Group Inc. History No change 5,900 251 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 11, 2026
DRW Securities, LLC History Reduced 5,845 248 0.01% 0.01% 242 -6,993 -54.47% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 5,860 248 0.0% 0.0% 241 +101 1.75% Q4 2025 Jan 30, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 5,800 246 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 17, 2026
Magnetar Financial LLC History New 5,726 243 0.0% 244 +5,726 New Q4 2025 Feb 17, 2026
Clark Asset Management, LLC History New 5,678 241 0.03% 246 +5,678 New Q4 2025 Jan 27, 2026
PRINCIPAL SECURITIES, INC. History Added to 5,676 241 0.0% 0.0% 245 +3,583 171.19% Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 5,634 239 0.0% 247 +5,634 New Q4 2025 Feb 17, 2026
CONNABLE OFFICE INC History No change 5,611 238 0.02% 0.02% 248 0 0.0% Q4 2025 Feb 03, 2026
Tower Research Capital LLC (TRC) History Reduced 5,484 232 0.01% 0.01% 249 -2,696 -32.96% Q4 2025 Feb 17, 2026
EntryPoint Capital, LLC History No change 5,460 231 0.09% 0.08% 250 0 0.0% Q4 2025 Feb 12, 2026
Catalyst Funds Management Pty Ltd History No change 5,300 225 0.05% 0.03% 251 0 0.0% Q4 2025 Feb 09, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 5,287 224 0.0% 0.0% 252 -4,178 -44.14% Q4 2025 Feb 17, 2026
Forum Financial Management, LP History Reduced 5,247 222 0.0% 0.0% 253 -6 -0.11% Q4 2025 Jan 27, 2026
MQS Management LLC History New 4,968 210 0.12% 254 +4,968 New Q4 2025 Feb 09, 2026
STRS OHIO History Reduced 4,900 208 0.0% 0.0% 255 -18,000 -78.6% Q4 2025 Feb 02, 2026
M&T BANK CORP History New 4,771 202 0.0% 256 +4,771 New Q4 2025 Jan 30, 2026
FourThought Financial Partners, LLC History New 4,765 202 0.02% 257 +4,765 New Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,197 178 0.0% 0.0% 258 -220 -4.98% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Added to 4,045 171 0.0% 0.0% 259 +140 3.59% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 3,941 167 0.01% 0.01% 260 +537 15.78% Q4 2025 Jan 05, 2026
ASSETMARK, INC History Reduced 3,491 148 0.0% 0.0% 261 -395 -10.16% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Reduced 3,463 147 0.0% 0.0% 262 -1,946 -35.98% Q4 2025 Jan 16, 2026
KBC Group NV History No change 3,295 140 0.0% 0.0% 263 0 0.0% Q4 2025 Jan 26, 2026
Kestra Advisory Services, LLC History New 3,277 139 0.0% 264 +3,277 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 3,248 137 0.0% 0.0% 265 +1,224 60.47% Q4 2025 Mar 16, 2026
Parallel Advisors, LLC History Added to 2,992 127 0.0% 0.0% 266 +962 47.39% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 2,781 118 0.0% 267 +2,781 New Q4 2025 Jan 14, 2026
Horizon Investments, LLC History New 2,781 118 0.0% 268 +2,781 New Q4 2025 Feb 02, 2026
Covestor Ltd History Reduced 2,762 117 0.06% 0.06% 269 -16 -0.58% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Added to 2,587 110 0.0% 0.0% 270 +1,844 248.18% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,441 103 0.01% 271 +2,441 New Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 2,217 94 0.0% 0.0% 272 +349 18.68% Q4 2025 Jan 20, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,071 88 0.0% 0.0% 273 +600 40.79% Q4 2025 Feb 13, 2026
ESL Trust Services, LLC History No change 2,000 84 0.02% 0.02% 274 0 0.0% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Added to 1,888 80 0.0% 0.0% 275 +377 24.95% Q4 2025 Feb 02, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,834 77 0.0% 0.0% 276 +140 8.26% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Added to 1,795 76 0.0% 0.0% 277 +978 119.71% Q4 2025 Jan 27, 2026
EverSource Wealth Advisors, LLC History Reduced 1,536 65 0.0% 0.0% 278 -17 -1.09% Q4 2025 Feb 06, 2026
MCF Advisors LLC History No change 1,521 64 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,320 56 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History New 1,136 48 0.0% 281 +1,136 New Q4 2025 Feb 17, 2026
Turning Point Benefit Group, Inc. History Added to 1,037 44 0.02% 0.02% 282 +156 17.71% Q4 2025 Jan 30, 2026
RICHARDSON FINANCIAL SERVICES INC. History New 868 36 0.01% 283 +868 New Q4 2025 Jan 22, 2026
QUADRANT CAPITAL GROUP LLC History Added to 822 34 0.0% 0.0% 284 +41 5.25% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History No change 796 33 0.0% 0.0% 285 0 0.0% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 698 29 0.0% 0.0% 287 -395 -36.14% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 676 29 0.0% 0.0% 286 -12 -1.74% Q4 2025 Jan 20, 2026
Arax Advisory Partners History Reduced 645 27 0.0% 0.0% 290 -5,343 -89.23% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Added to 658 27 0.0% 0.0% 291 +68 11.53% Q4 2025 Jan 08, 2026
BESSEMER GROUP INC History No change 646 27 0.0% 0.0% 288 0 0.0% Q4 2025 Feb 05, 2026
MassMutual Private Wealth & Trust, FSB History No change 642 27 0.0% 0.0% 289 0 0.0% Q4 2025 Jan 07, 2026
LRI Investments, LLC History No change 537 22 0.0% 0.0% 292 0 0.0% Q4 2025 Feb 04, 2026
IFP Advisors, Inc History Added to 510 21 0.0% 0.0% 293 +36 7.59% Q4 2025 Feb 06, 2026
WealthCollab, LLC History No change 509 21 0.01% 0.01% 294 0 0.0% Q4 2025 Jan 27, 2026
Elyxium Wealth, LLC History New 417 17 0.0% 295 +417 New Q4 2025 Feb 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 421 16 0.0% 296 +421 New Q4 2025 Feb 11, 2026
Optiver Holding B.V. History Reduced 379 16 0.0% 0.0% 297 -258 -40.5% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 365 15 0.0% 0.0% 298 +7 1.96% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 352 14 0.0% 0.0% 299 -67 -15.99% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 339 14 0.0% 0.0% 300 +50 17.3% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History No change 307 13 0.0% 0.0% 301 0 0.0% Q4 2025 Jan 26, 2026
HUNTINGTON NATIONAL BANK History Added to 273 11 0.0% 0.0% 302 +6 2.25% Q4 2025 Feb 09, 2026
Root Financial Partners, LLC History Added to 246 10 0.0% 0.0% 304 +24 10.81% Q4 2025 Feb 10, 2026
Red Tortoise LLC History No change 255 10 0.0% 0.0% 303 0 0.0% Q4 2025 Jan 22, 2026
Federation des caisses Desjardins du Quebec History No change 250 10 0.0% 0.0% 305 0 0.0% Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History Added to 220 9 0.0% 0.0% 307 +59 36.65% Q4 2025 Jan 29, 2026
Capital Advisors, Ltd. LLC History No change 201 9 0.0% 0.0% 306 0 0.0% Q4 2025 Jan 21, 2026
Bell Investment Advisors, Inc History No change 234 9 0.0% 0.0% 308 0 0.0% Q4 2025 Feb 24, 2026
Kemnay Advisory Services Inc. History New 209 8 0.0% 311 +209 New Q4 2025 Feb 17, 2026
DANSKE BANK A/S History No change 200 8 0.0% 0.0% 309 0 0.0% Q4 2025 Feb 02, 2026
Manchester Capital Management LLC History No change 192 8 0.0% 0.0% 310 0 0.0% Q4 2025 Feb 11, 2026
Private Wealth Management Group, LLC History No change 190 8 0.0% 0.0% 312 0 0.0% Q4 2025 Jan 23, 2026
MAI Capital Management History Added to 165 7 0.0% 313 +152 1169.23% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Reduced 188 7 0.0% 0.0% 314 -1 -0.53% Q4 2025 Jan 15, 2026
Accent Capital Management, LLC History No change 179 7 0.0% 0.0% 315 0 0.0% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 153 6 0.0% 0.0% 316 -86 -35.98% Q4 2025 Feb 17, 2026
Moisand Fitzgerald Tamayo, LLC History No change 160 6 0.0% 0.0% 317 0 0.0% Q4 2025 Jan 14, 2026
Grove Bank & Trust History New 138 5 0.0% 320 +138 New Q4 2025 Jan 08, 2026
Ares Financial Consulting, LLC History New 118 5 0.0% 321 +118 New Q4 2025 Jan 30, 2026
HARBOUR INVESTMENTS, INC. History No change 121 5 0.0% 0.0% 318 0 0.0% Q4 2025 Feb 09, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 127 5 0.0% 0.0% 319 0 0.0% Q4 2025 Feb 09, 2026
Kilter Group LLC History New 105 4 0.0% 323 +105 New Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History No change 104 4 0.0% 0.0% 322 0 0.0% Q4 2025 Feb 18, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 90 3 0.0% 0.0% 324 -139 -60.7% Q4 2025 Feb 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 85 3 0.0% 0.0% 325 0 0.0% Q4 2025 Feb 03, 2026
JFS WEALTH ADVISORS, LLC History No change 93 3 0.0% 0.0% 326 0 0.0% Q4 2025 Jan 14, 2026
WPG Advisers, LLC History No change 87 3 0.0% 0.0% 327 0 0.0% Q4 2025 Jan 28, 2026
Quarry LP History New 68 2 0.0% 331 +68 New Q4 2025 Feb 13, 2026
Avion Wealth History Added to 59 2 0.0% 0.0% 330 +11 22.92% Q4 2025 Jan 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 51 2 0.0% 0.0% 328 0 0.0% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History No change 55 2 0.0% 0.0% 329 0 0.0% Q4 2025 Feb 13, 2026
Sachetta, LLC History No change 58 2 0.0% 0.0% 332 0 0.0% Q4 2025 Feb 02, 2026
Godfrey Financial Associates, Inc. History New 33 1 0.0% 342 +33 New Q4 2025 Feb 10, 2026
OPTIMA CAPITAL LLC History New 32 1 0.0% 340 +32 New Q4 2025 Jan 23, 2026
Nemes Rush Group LLC History New 29 1 0.0% 338 +29 New Q4 2025 Feb 11, 2026
CX Institutional History New 27 1 0.0% 335 +27 New Q4 2025 Feb 02, 2026
Torren Management, LLC History New 24 1 0.0% 341 +24 New Q4 2025 Jan 30, 2026
S&T BANK/PA History No change 31 1 0.0% 0.0% 333 0 0.0% Q4 2025 Feb 13, 2026
Stone House Investment Management, LLC History No change 44 1 0.0% 0.0% 334 0 0.0% Q4 2025 Jan 21, 2026
Geneos Wealth Management Inc. History No change 39 1 0.0% 0.0% 336 0 0.0% Q4 2025 Jan 28, 2026
CVA Family Office, LLC History No change 32 1 0.0% 0.0% 337 0 0.0% Q4 2025 Jan 12, 2026
Graney & King, LLC History No change 31 1 0.0% 0.0% 339 0 0.0% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.11% -2,365,602 -100.0% Q3 2025 Nov 13, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.01% -240,072 -100.0% Q3 2025 Nov 14, 2025
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.03% -220,028 -100.0% Q3 2025 Nov 13, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.14% -122,759 -100.0% Q3 2025 Nov 12, 2025
Kiker Wealth Management, LLC History Closed out 0 0 0.89% -44,636 -100.0% Q3 2025 Oct 27, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.12% -37,134 -100.0% Q3 2025 Nov 07, 2025
Jump Financial, LLC History Closed out 0 0 0.01% -29,092 -100.0% Q3 2025 Nov 13, 2025
Weiss Asset Management LP History Closed out 0 0 0.36% -26,094 -100.0% Q3 2025 Feb 17, 2026
Vestcor Inc History Closed out 0 0 0.02% -20,061 -100.0% Q3 2025 Nov 13, 2025
Cambria Investment Management, L.P. History Closed out 0 0 0.04% -16,270 -100.0% Q3 2025 Dec 01, 2025
Elo Mutual Pension Insurance Co History Closed out 0 0 0.01% -15,010 -100.0% Q3 2025 Nov 12, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.08% -10,330 -100.0% Q3 2025 Nov 14, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.06% -9,416 -100.0% Q3 2025 Nov 13, 2025
Counterpoint Mutual Funds LLC History Closed out 0 0 0.03% -8,816 -100.0% Q3 2025 Nov 10, 2025
111 Capital History Closed out 0 0 0.06% -7,943 -100.0% Q3 2025 Nov 12, 2025
Robeco Institutional Asset Management B.V. History Closed out 0 0 0.0% -7,195 -100.0% Q3 2025 Oct 22, 2025
Inspire Advisors, LLC History Closed out 0 0 0.03% -7,035 -100.0% Q3 2025 Oct 29, 2025
Caprock Group, LLC History Closed out 0 0 0.01% -6,518 -100.0% Q3 2025 Nov 06, 2025
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 0.0% -5,598 -100.0% Q3 2025 Nov 13, 2025
State of Wyoming History Closed out 0 0 0.02% -4,791 -100.0% Q3 2025 Nov 04, 2025
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.0% -2,273 -100.0% Q3 2025 Nov 07, 2025
Global Retirement Partners, LLC History Closed out 0 0 0.0% -1,027 -100.0% Q3 2025 Oct 21, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -553 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -500 -100.0% Q3 2025 Nov 18, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -475 -100.0% Q3 2025 Oct 08, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -367 -100.0% Q3 2025 Oct 21, 2025
Evergreen Private Wealth LLC History Closed out 0 0 0.0% -148 -100.0% Q3 2025 Oct 24, 2025
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Closed out 0 0 0.0% -140 -100.0% Q3 2025 Nov 13, 2025
Bare Financial Services, Inc History Closed out 0 0 0.0% -45 -100.0% Q3 2025 Nov 12, 2025
Quent Capital, LLC History New 20 0 +20 New Q4 2025 Jan 29, 2026
CULLEN/FROST BANKERS, INC. History New 18 0 +18 New Q4 2025 Feb 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 18 0 +18 New Q4 2025 Feb 11, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 18 0 +18 New Q4 2025 Feb 09, 2026
Westside Investment Management, Inc. History New 15 0 +15 New Q4 2025 Jan 23, 2026
GPS Wealth Strategies Group, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Nov 03, 2025
JPL Wealth Management, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Nov 14, 2025
Palisade Asset Management, LLC History Closed out 0 0 -13 -100.0% Q3 2025 Nov 17, 2025
Cloud Capital Management, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 03, 2025
Keating Financial Advisory Services, Inc. History New 5 0 +5 New Q4 2025 Feb 09, 2026
EASTERN BANK History New 2 0 +2 New Q4 2025 Jan 14, 2026
Transamerica Financial Advisors, LLC History Added to 20 0 +2 11.11% Q4 2025 Feb 13, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
True Wealth Design, LLC History Reduced 21 0 -2 -8.7% Q4 2025 Jan 08, 2026
CENTRAL TRUST Co History No change 15 0 0 0.0% Q4 2025 Feb 02, 2026
Sunbelt Securities, Inc. History No change 14 0 0 0.0% Q4 2025 Feb 20, 2026
Bay Harbor Wealth Management, LLC History No change 8 0 0 0.0% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History No change 12 0 0 0.0% Q4 2025 Feb 13, 2026
High Note Wealth, LLC History No change 10 0 0 0.0% Q4 2025 Feb 05, 2026
SJS Investment Consulting Inc. History No change 15 0 0 0.0% Q4 2025 Jan 21, 2026
DiNuzzo Private Wealth, Inc. History No change 22 0 0 0.0% Q4 2025 Jan 16, 2026
Bruce G. Allen Investments, LLC History No change 5 0 0 0.0% Q4 2025 Feb 10, 2026
Hilltop National Bank History No change 9 0 0 0.0% Q4 2025 Jan 07, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 16 0 0 0.0% Q4 2025 Jan 15, 2026
Retirement Wealth Solutions LLC History No change 11 0 0 0.0% Q4 2025 Jan 07, 2026
Rialto Wealth Management, LLC History No change 7 0 0 0.0% Q4 2025 Jan 12, 2026
HFM Investment Advisors, LLC History No change 4 0 0 0.0% Q4 2025 Feb 05, 2026