ConnectOne Bancorp, Inc. - CNOB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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 4,837,581 126,841 0.0% 0.0% 1 -20,358 -0.42% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 2,914,268 76,412 0.0% 0.0% 2 +63,214 2.22% Q4 2025 Jan 29, 2026
FMR LLC History Reduced 2,860,814 75,010 0.0% 0.0% 3 -310,027 -9.78% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,816,307 73,844 0.02% 0.02% 4 -21,491 -0.76% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 2,787,747 73,094 0.01% 0.01% 5 -94,837 -3.29% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 1,475,466 38,686 0.0% 0.0% 6 -21,536 -1.44% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,225,516 32,138 0.0% 0.0% 7 -4,427 -0.36% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,124,619 29,487 0.0% 0.0% 8 -88,968 -7.33% Q4 2025 Mar 25, 2026
BANK OF AMERICA CORP /DE/ History Reduced 913,232 23,944 0.0% 0.0% 9 -72,018 -7.31% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 912,486 23,925 0.01% 0.01% 10 -15,542 -1.67% Q4 2025 Feb 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 863,983 22,653 0.48% 0.42% 11 +99,228 12.98% Q4 2025 Feb 13, 2026
ALGEBRIS (UK) LTD History Added to 846,865 22,215 1.76% 1.74% 12 +226,523 36.52% Q4 2025 Feb 10, 2026
UBS Group AG History Added to 705,119 18,488 0.0% 0.0% 13 +601,310 579.25% Q4 2025 Jan 29, 2026
Stieven Capital Advisors, L.P. History Reduced 698,939 18,326 3.4% 3.28% 14 -1,800 -0.26% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History New 599,235 15,712 0.02% 15 +599,235 New Q4 2025 Jan 09, 2026
Nuveen, LLC History Reduced 596,019 15,627 0.0% 0.0% 16 -13,025 -2.14% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 538,297 14,114 0.0% 0.0% 17 -31,036 -5.45% Q4 2025 Feb 11, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 530,812 13,917 0.04% 0.04% 18 -4,380 -0.82% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 415,844 10,903 0.0% 0.0% 19 +2,946 0.71% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 400,981 10,513 0.0% 0.0% 20 -28,511 -6.64% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 393,578 10,319 0.02% 0.01% 21 -4,568 -1.15% Q4 2025 Feb 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 336,710 8,828 0.19% 0.17% 22 +15,771 4.91% Q4 2025 Feb 17, 2026
Gator Capital Management, LLC History Added to 308,487 8,088 1.64% 1.93% 23 +2,240 0.73% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 304,871 7,993 0.01% 24 +304,871 New Q4 2025 Feb 13, 2026
EARNEST PARTNERS LLC History Reduced 296,413 7,771 0.03% 0.03% 25 -13,307 -4.3% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 289,545 7,591 0.0% 0.0% 26 -136,627 -32.06% Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History New 283,923 7,444 0.08% 27 +283,923 New Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 276,459 7,248 0.0% 0.0% 28 -61,124 -18.11% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Added to 262,840 6,891 0.0% 0.0% 29 +740 0.28% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 243,345 6,380 0.01% 0.01% 30 +74,683 44.28% Q4 2025 Feb 17, 2026
BANC FUNDS CO LLC History Reduced 227,795 5,972 1.18% 1.05% 31 -13,391 -5.55% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 225,017 5,899 0.09% 0.16% 32 -213,367 -48.67% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 217,920 5,713 0.0% 0.0% 33 -12,805 -5.55% Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 216,819 5,684 0.0% 0.0% 34 -40,740 -15.82% Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Added to 212,496 5,571 0.09% 0.05% 35 +15,771 8.02% Q4 2025 Feb 18, 2026
TWO SIGMA ADVISERS, LP History Added to 207,094 5,430 0.01% 0.01% 36 +7,500 3.76% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 206,802 5,422 0.0% 0.0% 37 -599 -0.29% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 191,832 5,029 0.0% 0.0% 38 +11,609 6.44% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 184,726 4,843 0.0% 0.0% 39 +120,319 186.81% Q4 2025 Feb 18, 2026
BW Gestao de Investimentos Ltda. History New 162,500 4,260 0.1% 40 +162,500 New Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Reduced 160,601 4,210 0.0% 0.0% 41 -18,400 -10.28% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 149,800 3,927 0.0% 0.0% 42 -23,607 -13.61% Q4 2025 Feb 12, 2026
HENNESSY ADVISORS INC History No change 145,000 3,801 0.13% 0.12% 43 0 0.0% Q4 2025 Jan 27, 2026
Boston Partners History Added to 144,774 3,795 0.0% 0.0% 44 +16,040 12.46% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Added to 134,132 3,516 0.0% 0.0% 45 +13,390 11.09% Q4 2025 Feb 13, 2026
ENDEAVOUR CAPITAL ADVISORS INC History Added to 128,972 3,381 0.94% 0.54% 46 +56,936 79.04% Q4 2025 Feb 09, 2026
BARCLAYS PLC History Added to 124,901 3,274 0.0% 0.0% 47 +23,720 23.44% Q4 2025 Feb 13, 2026
Jain Global LLC History New 124,325 3,259 0.02% 48 +124,325 New Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 118,749 3,113 0.0% 0.0% 49 -3,359 -2.75% Q4 2025 Feb 17, 2026
CenterBook Partners LP History Added to 117,868 3,090 0.15% 0.07% 50 +63,519 116.87% Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History New 115,816 3,036 0.0% 51 +115,816 New Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 110,269 2,891 0.0% 0.0% 52 +69,084 167.74% Q4 2025 Feb 12, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 108,415 2,842 0.08% 0.07% 53 +9,162 9.23% Q4 2025 Feb 10, 2026
PRUDENTIAL FINANCIAL INC History Reduced 100,521 2,635 0.0% 0.0% 54 -3,292 -3.17% Q4 2025 Feb 13, 2026
Elizabeth Park Capital Advisors, Ltd. History No change 99,219 2,601 2.14% 1.99% 55 0 0.0% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 94,100 2,467 0.0% 0.0% 56 +1,600 1.73% Q4 2025 Feb 12, 2026
PMC FIG Opportunities LLC History Reduced 92,093 2,414 3.79% 8.82% 57 -143,724 -60.95% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Added to 92,016 2,412 0.01% 0.01% 58 +3,793 4.3% Q4 2025 Jan 30, 2026
SEI INVESTMENTS CO History Added to 86,013 2,255 0.0% 0.0% 59 +31,714 58.41% Q4 2025 Feb 13, 2026
Rosenthal {-} Henry Capital Advisors, Inc. History No change 81,893 2,147 1.99% 1.95% 60 0 0.0% Q4 2025 Jan 28, 2026
Invesco Ltd. History Reduced 81,488 2,136 0.0% 0.0% 61 -17,788 -17.92% Q4 2025 Feb 19, 2026
Burton Enright Welch History No change 79,662 2,088 0.29% 0.3% 62 0 0.0% Q4 2025 Feb 13, 2026
SALZHAUER MICHAEL History Added to 67,091 1,759 0.72% 0.8% 63 +200 0.3% Q4 2025 Feb 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 63,791 1,672 0.0% 0.0% 64 +16,054 33.63% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 63,002 1,651 0.0% 0.0% 65 -29,767 -32.09% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 61,238 1,605 0.0% 0.0% 66 -9,939 -13.96% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 58,195 1,525 0.0% 0.0% 67 -4,658 -7.41% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 56,554 1,483 0.0% 68 +56,554 New Q4 2025 Feb 05, 2026
Qube Research & Technologies Ltd History New 56,253 1,474 0.0% 69 +56,253 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 55,032 1,443 0.0% 0.0% 70 +1,935 3.64% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 52,007 1,363 0.0% 0.0% 71 -232 -0.44% Q4 2025 Feb 17, 2026
CHILTON INVESTMENT CO INC. History Reduced 49,606 1,300 0.03% 0.04% 72 -24,354 -32.93% Q4 2025 Feb 17, 2026
Pacific Ridge Capital Partners, LLC History Added to 49,465 1,296 0.28% 0.26% 73 +2,270 4.81% Q4 2025 Feb 04, 2026
CITADEL ADVISORS LLC History New 48,506 1,271 0.0% 74 +48,506 New Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 48,389 1,268 0.0% 0.0% 75 -85 -0.18% Q4 2025 Mar 16, 2026
Quantinno Capital Management LP History Added to 46,649 1,223 0.0% 0.0% 76 +9,305 24.92% Q4 2025 Feb 17, 2026
Trexquant Investment LP History New 46,318 1,214 0.01% 77 +46,318 New Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 44,500 1,166 0.0% 0.0% 78 -3,800 -7.87% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 44,427 1,164 0.0% 0.0% 79 -41 -0.09% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 41,311 1,083 0.0% 0.0% 80 -15,017 -26.66% Q4 2025 Feb 09, 2026
Rafferty Asset Management, LLC History Reduced 39,869 1,045 0.0% 0.0% 81 -11,955 -23.07% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 39,548 1,037 0.0% 0.0% 82 -9,565 -19.48% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Reduced 38,294 1,004 0.0% 0.0% 83 -4,480 -10.47% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 34,714 910 0.0% 0.0% 84 +1,826 5.55% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 33,821 886 0.0% 0.0% 85 -4,696 -12.19% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History No change 33,570 880 0.0% 0.0% 86 0 0.0% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History New 33,530 879 0.0% 87 +33,530 New Q4 2025 Feb 17, 2026
Persistent Asset Partners Ltd History Reduced 32,890 862 0.39% 1.29% 88 -42,909 -56.61% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History No change 30,100 789 0.0% 0.0% 89 0 0.0% Q4 2025 Feb 06, 2026
Kestra Advisory Services, LLC History Reduced 29,902 784 0.0% 0.0% 90 -5,437 -15.39% Q4 2025 Feb 13, 2026
Campbell & CO Investment Adviser LLC History New 29,870 783 0.04% 91 +29,870 New Q4 2025 Feb 12, 2026
Tilson Financial Group, Inc. History Added to 29,418 771 0.24% 0.24% 92 +204 0.7% Q4 2025 Feb 05, 2026
EJF Capital LP History Reduced 28,364 743 0.42% 0.44% 93 -1,850 -6.12% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 27,561 722 0.0% 0.0% 94 -222 -0.8% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 26,651 698 0.02% 0.02% 95 -136 -0.51% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Reduced 23,822 624 0.0% 0.0% 96 -686 -2.8% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History New 23,540 617 0.0% 97 +23,540 New Q4 2025 Feb 06, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 23,080 605 0.0% 0.0% 98 +2,928 14.53% Q4 2025 Jan 28, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 22,136 580 0.0% 0.0% 99 +123 0.56% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 20,692 542 0.0% 100 +20,692 New Q4 2025 Feb 17, 2026
&PARTNERS History Added to 20,426 535 0.0% 0.0% 101 +1,282 6.7% Q4 2025 Feb 17, 2026
Genesis Financial Group, LLC History New 20,392 534 0.31% 103 +20,392 New Q4 2025 Jan 16, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 20,375 534 0.0% 102 +20,375 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 20,357 533 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 18,876 496 0.0% 105 +18,876 New Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 18,142 475 0.0% 0.0% 106 -1,295 -6.66% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,796 466 0.0% 0.0% 107 -1,882 -9.56% Q4 2025 Feb 10, 2026
VARCOV Co. History New 16,095 422 0.17% 108 +16,095 New Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 16,085 421 0.0% 0.0% 109 +3,739 30.29% Q4 2025 Jan 27, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 16,000 419 0.0% 0.0% 110 -1,523 -8.69% Q4 2025 Feb 17, 2026
Watershed Asset Management, L.L.C. History New 15,114 396 0.37% 111 +15,114 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 15,000 393 0.01% 0.01% 112 0 0.0% Q4 2025 Feb 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 14,279 374 0.0% 0.0% 113 -225 -1.55% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 14,104 369 0.0% 0.0% 114 -2,073 -12.81% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 13,730 360 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 13,709 359 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 12, 2026
Police & Firemen's Retirement System of New Jersey History Added to 13,396 351 0.0% 0.0% 117 +7 0.05% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 13,255 347 0.0% 0.0% 118 -848 -6.01% Q4 2025 Jan 28, 2026
TWO SIGMA SECURITIES, LLC History New 12,700 332 0.05% 119 +12,700 New Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History No change 12,019 315 0.01% 0.01% 120 0 0.0% Q4 2025 Feb 12, 2026
Fort Sheridan Advisors LLC History No change 11,828 310 0.04% 0.04% 121 0 0.0% Q4 2025 Feb 10, 2026
Y-Intercept (Hong Kong) Ltd History New 11,793 309 0.01% 122 +11,793 New Q4 2025 Feb 13, 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna History New 11,630 304 0.12% 123 +11,630 New Q4 2025 Feb 11, 2026
Engineers Gate Manager LP History Reduced 11,467 300 0.0% 0.01% 124 -9,117 -44.29% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 11,289 296 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History No change 10,990 288 0.0% 0.0% 126 0 0.0% Q4 2025 Feb 12, 2026
PCM Encore, LLC History New 10,607 278 0.06% 127 +10,607 New Q4 2025 Feb 13, 2026
Daytona Street Capital LLC History New 10,600 277 0.22% 128 +10,600 New Q4 2025 Jan 21, 2026
Wealth Alliance Advisory Group, LLC History No change 10,385 272 0.05% 0.05% 129 0 0.0% Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 10,372 271 0.0% 0.0% 130 +887 9.35% Q4 2025 Feb 10, 2026
R Squared Ltd History New 10,262 269 0.13% 131 +10,262 New Q4 2025 Jan 30, 2026
KLP KAPITALFORVALTNING AS History Added to 10,200 267 0.0% 0.0% 132 +400 4.08% Q4 2025 Jan 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 10,012 262 0.02% 0.02% 133 0 0.0% Q4 2025 Jan 23, 2026
LPL Financial LLC History Added to 9,467 248 0.0% 0.0% 134 +1,114 13.34% Q4 2025 Feb 11, 2026
ZACKS INVESTMENT MANAGEMENT History New 9,264 242 0.0% 135 +9,264 New Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 8,982 235 0.0% 136 +8,982 New Q4 2025 Feb 18, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 8,841 231 0.01% 137 +8,841 New Q4 2025 Jan 27, 2026
ProShare Advisors LLC History Added to 8,716 228 0.0% 0.0% 138 +560 6.87% Q4 2025 Feb 06, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 8,130 213 0.01% 0.01% 139 -1,009 -11.04% Q4 2025 Feb 04, 2026
Aquatic Capital Management LLC History Added to 8,123 212 0.01% 0.0% 140 +6,427 378.95% Q4 2025 Feb 17, 2026
DRW Securities, LLC History New 8,010 210 0.01% 141 +8,010 New Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Added to 7,661 200 0.0% 0.0% 142 +157 2.09% Q4 2025 Jan 20, 2026
GROUP ONE TRADING LLC History No change 7,100 186 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 12, 2026
CWM, LLC History Reduced 6,885 181 0.0% 0.0% 144 -175 -2.48% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Added to 5,502 144 0.0% 0.0% 145 +778 16.47% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History New 5,242 137 0.0% 146 +5,242 New Q4 2025 Feb 10, 2026
GAMMA Investing LLC History Added to 4,643 121 0.01% 0.01% 147 +296 6.81% Q4 2025 Jan 05, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 4,596 120 0.05% 0.05% 148 0 0.0% Q4 2025 Jan 30, 2026
Russell Investments Group, Ltd. History Reduced 4,386 115 0.0% 0.0% 149 -167 -3.67% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 3,984 104 0.0% 0.0% 150 0 0.0% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 3,475 91 0.0% 0.0% 151 +1,958 129.07% Q4 2025 Jan 23, 2026
CANADA LIFE ASSURANCE Co History No change 3,451 90 0.0% 0.0% 152 0 0.0% Q4 2025 Feb 13, 2026
State of Wyoming History New 2,788 73 0.01% 153 +2,788 New Q4 2025 Feb 11, 2026
Copeland Capital Management, LLC History No change 2,594 68 0.0% 0.0% 154 0 0.0% Q4 2025 Jan 29, 2026
Sterling Capital Management LLC History Reduced 2,148 56 0.0% 0.0% 155 -360 -14.35% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History No change 1,971 51 0.0% 0.0% 156 0 0.0% Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,586 41 0.0% 0.0% 157 -54 -3.29% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Reduced 1,549 40 0.0% 0.0% 158 -231 -12.98% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 1,498 39 0.0% 0.0% 159 +202 15.59% Q4 2025 Feb 05, 2026
Versant Capital Management, Inc History Added to 1,396 36 0.0% 0.0% 160 +306 28.07% Q4 2025 Jan 08, 2026
Clearstead Advisors, LLC History Added to 1,330 34 0.0% 0.0% 161 +880 195.56% Q4 2025 Feb 09, 2026
WEBSTER BANK, N. A. History No change 1,319 34 0.0% 0.0% 162 0 0.0% Q4 2025 Jan 23, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,256 32 0.0% 164 +1,256 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 1,222 32 0.0% 0.0% 163 -106 -7.98% Q4 2025 Jan 30, 2026
Allworth Financial LP History New 1,146 30 0.0% 165 +1,146 New Q4 2025 Feb 05, 2026
Newbridge Financial Services Group, Inc. History No change 750 19 0.0% 0.0% 166 0 0.0% Q4 2025 Jan 21, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 628 16 0.0% 0.0% 167 -8,571 -93.17% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History New 566 15 0.0% 169 +566 New Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 592 15 0.0% 0.0% 168 -155 -20.75% Q4 2025 Jan 15, 2026
Global Retirement Partners, LLC History Added to 484 12 0.0% 0.0% 170 +4 0.83% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Reduced 404 10 0.0% 0.0% 171 -547 -57.52% Q4 2025 Feb 06, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 331 9 0.0% 0.0% 172 -6 -1.78% Q4 2025 Jan 20, 2026
PFS Partners, LLC History No change 303 7 0.0% 0.0% 173 0 0.0% Q4 2025 Jan 16, 2026
Eurizon Capital SGR S.p.A. History New 265 6 0.0% 175 +265 New Q4 2025 Feb 10, 2026
Larson Financial Group LLC History Added to 241 6 0.0% 0.0% 174 +61 33.89% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 160 4 0.0% 0.0% 179 -337 -67.81% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 180 4 0.0% 177 +180 New Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History No change 174 4 0.0% 0.0% 176 0 0.0% Q4 2025 Jan 07, 2026
JFS WEALTH ADVISORS, LLC History No change 155 4 0.0% 0.0% 178 0 0.0% Q4 2025 Jan 14, 2026
BESSEMER GROUP INC History New 106 3 0.0% 181 +106 New Q4 2025 Feb 05, 2026
SBI Securities Co., Ltd. History Reduced 124 3 0.0% 0.0% 184 -2 -1.59% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History No change 120 3 0.0% 0.0% 180 0 0.0% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History No change 151 3 0.0% 0.0% 182 0 0.0% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History No change 122 3 0.0% 0.0% 183 0 0.0% Q4 2025 Feb 11, 2026
Optiver Holding B.V. History Reduced 106 2 0.0% 0.0% 186 -278 -72.4% Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History No change 80 2 0.0% 0.0% 185 0 0.0% Q4 2025 Feb 13, 2026
TOMPKINS FINANCIAL CORP History New 44 1 0.0% 188 +44 New Q4 2025 Jan 08, 2026
IFP Advisors, Inc History Reduced 45 1 0.0% 0.0% 191 -1 -2.17% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Added to 69 1 0.0% 0.0% 192 +1 1.47% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 43 1 0.0% 0.0% 187 0 0.0% Q4 2025 Feb 17, 2026
MAI Capital Management History No change 62 1 0.0% 0.0% 189 0 0.0% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History No change 21 1 0.0% 0.0% 190 0 0.0% Q4 2025 Jan 21, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -168,495 -100.0% Q3 2025 Nov 14, 2025
Fourthstone LLC History Closed out 0 0 0.54% -122,000 -100.0% Q3 2025 Nov 14, 2025
EMERALD MUTUAL FUND ADVISERS TRUST History Closed out 0 0 0.03% -25,356 -100.0% Q3 2025 Oct 30, 2025
Capital Investment Advisors, LLC History Closed out 0 0 0.01% -19,557 -100.0% Q3 2025 Oct 23, 2025
Jump Financial, LLC History Closed out 0 0 0.0% -15,617 -100.0% Q3 2025 Nov 13, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -12,205 -100.0% Q3 2025 Nov 14, 2025
Serenus Wealth Advisors, LLC History Closed out 0 0 0.04% -9,129 -100.0% Q3 2025 Nov 07, 2025
Ground Swell Capital, LLC History Closed out 0 0 0.49% -9,041 -100.0% Q3 2025 Nov 06, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -1,356 -100.0% Q3 2025 Nov 12, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -674 -100.0% Q3 2025 Nov 12, 2025
AlphaQuest LLC History Closed out 0 0 0.0% -565 -100.0% Q3 2025 Nov 03, 2025
MV CAPITAL MANAGEMENT, INC. History Closed out 0 0 0.0% -350 -100.0% Q3 2025 Feb 23, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -323 -100.0% Q3 2025 Oct 07, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -241 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -208 -100.0% Q3 2025 Nov 18, 2025
Fortitude Family Office, LLC History Closed out 0 0 0.0% -57 -100.0% Q3 2025 Oct 17, 2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 28 0 +28 New Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History New 18 0 +18 New Q4 2025 Jan 29, 2026
Covestor Ltd History Reduced 4 0 -5 -55.56% Q4 2025 Feb 06, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 -2 -100.0% Q3 2025 Nov 19, 2025
Steward Partners Investment Advisory, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 12, 2025
CULLEN/FROST BANKERS, INC. History No change 8 0 0 0.0% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
Palouse Capital Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 13 0 0 0.0% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 38 0 0 0.0% Q4 2025 Feb 09, 2026
True Wealth Design, LLC History No change 25 0 0 0.0% Q4 2025 Jan 08, 2026