COTY INC. - COTY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 45,164,974 139,108 0.0% 0.0% 1 +1,266,745 2.89% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 39,903,562 122,902 0.0% 0.0% 2 +2,199,420 5.83% Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 29,569,403 91,073 0.04% 0.07% 3 -1,786,213 -5.7% Q4 2025 Feb 10, 2026
Banco Santander, S.A. History New 23,112,758 71,187 0.53% 4 +23,112,758 New Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Reduced 15,797,373 48,655 0.11% 0.17% 5 -651 -0.0% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 13,938,505 42,933 0.01% 0.01% 6 +60,951 0.44% Q4 2025 Feb 12, 2026
NORGES BANK History New 13,593,175 41,866 0.0% 7 +13,593,175 New Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Added to 12,753,944 39,282 0.02% 0.02% 8 +2,320,728 22.24% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 10,818,154 33,319 0.0% 0.0% 9 -26,589 -0.25% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 6,453,263 19,880 0.0% 0.0% 10 +145,419 2.31% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 6,050,027 18,634 0.0% 0.0% 11 +837,109 16.06% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 5,987,828 18,443 0.02% 0.0% 12 +5,749,474 2412.16% Q4 2025 Jan 09, 2026
Man Group plc History Reduced 5,055,087 15,569 0.03% 0.04% 13 -831,823 -14.13% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 4,708,267 14,501 0.02% 0.02% 14 +114,207 2.49% Q4 2025 Feb 13, 2026
Assenagon Asset Management S.A. History Added to 4,508,040 13,884 0.02% 0.02% 15 +1,624,114 56.32% Q4 2025 Jan 09, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 4,260,000 13,120 0.19% 0.25% 16 +265,447 6.65% Q4 2025 Feb 17, 2026
Woodline Partners LP History New 4,001,254 12,323 0.05% 17 +4,001,254 New Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 3,848,538 11,853 0.0% 0.0% 18 +1,560,387 68.19% Q4 2025 Feb 19, 2026
CITADEL ADVISORS LLC History Added to 3,845,900 11,845 0.0% 0.0% 19 +2,026,619 111.4% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 3,766,172 11,599 0.0% 0.0% 20 -757,992 -16.75% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 3,689,024 11,362 0.0% 0.0% 21 +91,288 2.54% Q4 2025 Jan 29, 2026
Contrarius Group Holdings Ltd History New 3,290,733 10,135 0.49% 22 +3,290,733 New Q4 2025 Feb 11, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 3,252,655 10,018 0.17% 0.18% 23 +481,656 17.38% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 3,014,275 9,283 0.01% 0.03% 25 -1,387,279 -31.52% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 3,014,226 9,283 0.0% 0.01% 24 +517,231 20.71% Q4 2025 Feb 17, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 2,700,000 8,498 0.19% 0.46% 26 0 0.0% Q4 2025 Feb 02, 2026
NORTHERN TRUST CORP History Reduced 2,638,675 8,127 0.0% 0.0% 27 -226,328 -7.9% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Reduced 2,516,047 7,749 0.02% 0.04% 28 -419,330 -14.29% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 2,482,718 7,647 0.01% 0.07% 29 -6,270,994 -71.64% Q4 2025 Feb 05, 2026
Bank of New York Mellon Corp History Reduced 2,059,644 6,343 0.0% 0.0% 30 -312,731 -13.18% Q4 2025 Feb 10, 2026
MARSHALL WACE, LLP History Added to 1,811,282 5,578 0.01% 0.01% 31 +296,452 19.57% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 1,754,396 5,403 0.0% 0.0% 32 -11,597 -0.66% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Reduced 1,591,486 4,901 0.01% 0.02% 33 -1,713,462 -51.85% Q4 2025 Feb 17, 2026
M&G Plc History Added to 1,564,154 4,692 0.02% 0.03% 34 +55,196 3.66% Q4 2025 Feb 12, 2026
QVIDTVM Management LLC History Reduced 1,515,888 4,668 5.28% 7.0% 35 -94,965 -5.9% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 1,428,699 4,400 0.01% 0.02% 36 -938,900 -39.66% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,189,469 3,663 0.0% 0.0% 37 -217,551 -15.46% Q4 2025 Mar 25, 2026
Counterpoint Mutual Funds LLC History Added to 1,181,332 3,638 0.27% 0.02% 38 +1,108,934 1531.72% Q4 2025 Feb 12, 2026
Bridgewater Associates, LP History Added to 1,137,305 3,502 0.01% 0.0% 39 +941,529 480.92% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 1,130,139 3,480 0.0% 0.0% 40 -287,658 -20.29% Q4 2025 Feb 13, 2026
Prentice Capital Management, LP History Added to 1,102,688 3,396 5.35% 4.17% 41 +426,043 62.96% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 1,084,526 3,340 0.01% 0.02% 42 +209,345 23.92% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,044,878 3,218 0.0% 0.0% 43 -946,414 -47.53% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 979,598 3,017 0.0% 0.0% 44 -1,218,799 -55.44% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 892,899 2,750 0.0% 0.0% 45 -27,485 -2.99% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History Added to 829,375 2,554 0.01% 0.01% 46 +61,300 7.98% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 789,305 2,431 0.0% 0.0% 47 -24,137 -2.97% Q4 2025 Feb 02, 2026
Swiss National Bank History Added to 775,401 2,388 0.0% 0.0% 48 +14,300 1.88% Q4 2025 Feb 12, 2026
LONESTAR CAPITAL MANAGEMENT LLC History New 750,000 2,310 0.37% 49 +750,000 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 700,326 2,157 0.0% 0.0% 50 -553,629 -44.15% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 583,366 1,815 0.0% 0.0% 51 +558,974 2291.63% Q4 2025 Mar 20, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 575,142 1,788 0.0% 0.0% 52 0 0.0% Q4 2025 Feb 03, 2026
Legal & General Group Plc History Reduced 560,183 1,725 0.0% 0.0% 53 -13,063 -2.28% Q4 2025 Feb 09, 2026
BANK OF NOVA SCOTIA History New 502,286 1,547 0.0% 54 +502,286 New Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 495,882 1,527 0.0% 0.0% 55 -1,136,649 -69.62% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 473,718 1,459 0.0% 0.0% 56 -92,627 -16.36% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 472,430 1,455 0.0% 0.01% 57 -1,449,200 -75.42% Q4 2025 Feb 12, 2026
Retirement Systems of Alabama History Reduced 440,863 1,357 0.0% 0.01% 58 -2,089 -0.47% Q4 2025 Jan 15, 2026
CastleKnight Management LP History Reduced 432,400 1,331 0.03% 0.13% 59 -1,238,200 -74.12% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 393,273 1,211 0.0% 0.0% 60 -4,464 -1.12% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 387,915 1,194 0.0% 0.0% 61 0 0.0% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 378,205 1,164 0.0% 0.0% 62 0 0.0% Q4 2025 Feb 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 376,327 1,159 0.0% 0.0% 63 +100 0.03% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 360,267 1,108 0.0% 64 +360,267 New Q4 2025 Feb 17, 2026
FMR LLC History Added to 358,623 1,104 0.0% 0.0% 65 +312,900 684.34% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 358,222 1,103 0.0% 0.0% 66 -370 -0.1% Q4 2025 Feb 17, 2026
GAM Holding AG History Reduced 355,000 1,093 0.07% 0.16% 67 -295,000 -45.38% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 345,973 1,065 0.0% 0.01% 68 -5,936,305 -94.49% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History New 343,800 1,058 0.01% 69 +343,800 New Q4 2025 Feb 19, 2026
ExodusPoint Capital Management, LP History New 317,033 976 0.01% 70 +317,033 New Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 301,835 929 0.0% 0.0% 71 -3,831,971 -92.7% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 292,196 899 0.0% 72 +292,196 New Q4 2025 Feb 13, 2026
ING GROEP NV History New 292,100 899 0.01% 73 +292,100 New Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 284,886 877 0.0% 0.0% 74 +10,853 3.96% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 258,822 798 0.0% 0.0% 75 +9,661 3.88% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History Added to 250,057 770 0.02% 0.01% 76 +164,672 192.86% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 243,199 749 0.0% 0.0% 77 -484,983 -66.6% Q4 2025 Feb 12, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History New 240,713 741 0.02% 78 +240,713 New Q4 2025 Feb 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 239,131 736 0.01% 79 +239,131 New Q4 2025 Feb 11, 2026
XTX Topco Ltd History New 236,136 727 0.02% 80 +236,136 New Q4 2025 Feb 17, 2026
Versor Investments LP History New 234,600 722 0.11% 81 +234,600 New Q4 2025 Feb 04, 2026
CANADA LIFE ASSURANCE Co History Reduced 223,064 687 0.0% 0.0% 82 -55,019 -19.79% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 220,908 680 0.0% 0.0% 83 -45,482 -17.07% Q4 2025 Feb 17, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 218,115 671 0.0% 0.01% 84 -228,741 -51.19% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History New 217,681 670 0.0% 85 +217,681 New Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Reduced 200,062 616 0.0% 0.0% 86 -190,205 -48.74% Q4 2025 Jan 29, 2026
Qube Research & Technologies Ltd History New 195,168 601 0.0% 87 +195,168 New Q4 2025 Feb 17, 2026
Oak Thistle LLC History New 189,691 584 0.08% 88 +189,691 New Q4 2025 Jan 21, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 187,392 577 0.0% 0.0% 89 -8,195 -4.19% Q4 2025 Feb 12, 2026
AXQ CAPITAL, LP History Added to 184,040 566 0.13% 0.19% 90 +62,833 51.84% Q4 2025 Feb 10, 2026
JANUS HENDERSON GROUP PLC History No change 180,832 557 0.0% 0.0% 91 0 0.0% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 179,131 551 0.0% 0.0% 92 -8,820 -4.69% Q4 2025 Feb 12, 2026
VARCOV Co. History New 178,540 549 0.22% 93 +178,540 New Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 175,700 541 0.0% 0.0% 94 -286,859 -62.02% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History Added to 165,100 508 0.0% 0.0% 95 +74,300 81.83% Q4 2025 Jan 28, 2026
AMALGAMATED BANK History Reduced 164,757 507 0.0% 0.0% 96 -1,443 -0.87% Q4 2025 Feb 05, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 153,740 473 0.0% 97 +153,740 New Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 152,877 470 0.0% 0.01% 98 -16,320 -9.65% Q4 2025 Feb 10, 2026
Treasurer of the State of North Carolina History Reduced 144,650 446 0.0% 0.0% 99 -10,567 -6.81% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 144,377 444 0.0% 0.0% 100 -8,816 -5.75% Q4 2025 Feb 13, 2026
Marex Group plc History New 142,835 439 0.0% 101 +142,835 New Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Reduced 137,884 424 0.0% 0.0% 102 -500,074 -78.39% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History Added to 125,933 387 0.0% 0.0% 103 +4,741 3.91% Q4 2025 Feb 11, 2026
Verition Fund Management LLC History Reduced 124,862 384 0.0% 0.0% 104 -88,158 -41.38% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 123,355 379 0.0% 0.0% 105 +11,110 9.9% Q4 2025 Jan 27, 2026
Pacer Advisors, Inc. History Reduced 123,010 378 0.0% 0.0% 106 -14,536 -10.57% Q4 2025 Feb 24, 2026
Schonfeld Strategic Advisors LLC History Reduced 118,873 366 0.0% 0.02% 107 -617,827 -83.86% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 118,613 365 0.0% 0.0% 108 0 0.0% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 116,793 359 0.0% 0.0% 109 -988 -0.84% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 116,000 357 0.0% 0.0% 110 +6,100 5.55% Q4 2025 Feb 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 113,148 355 0.0% 0.0% 111 -1,881 -1.64% Q4 2025 Jan 21, 2026
Tidal Investments LLC History Added to 113,108 348 0.0% 0.0% 112 +39,266 53.18% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History New 111,078 342 0.05% 113 +111,078 New Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 110,045 338 0.0% 0.0% 114 -6,109 -5.26% Q4 2025 Jan 28, 2026
Louisiana State Employees Retirement System History Reduced 101,600 312 0.01% 0.01% 115 -400 -0.39% Q4 2025 Jan 16, 2026
COMERICA BANK History Reduced 98,658 303 0.0% 0.0% 116 -344 -0.35% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 91,924 283 0.0% 0.0% 117 -2,102 -2.24% Q4 2025 Feb 10, 2026
DRW Securities, LLC History New 91,745 282 0.01% 118 +91,745 New Q4 2025 Feb 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 86,798 267 0.0% 0.0% 119 -400 -0.46% Q4 2025 Jan 29, 2026
Amundi History Reduced 85,890 264 0.0% 0.0% 120 -299,321 -77.7% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 82,187 253 0.0% 0.0% 121 +526 0.64% Q4 2025 Feb 05, 2026
Ensign Peak Advisors, Inc History Reduced 81,704 251 0.0% 0.0% 122 -47,650 -36.84% Q4 2025 Feb 12, 2026
BANQUE PICTET & CIE SA History Reduced 80,474 247 0.0% 0.0% 123 -18,651 -18.82% Q4 2025 Jan 16, 2026
Creative Planning History Added to 79,234 244 0.0% 0.0% 124 +29,670 59.86% Q4 2025 Feb 17, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Added to 76,048 234 0.05% 0.04% 125 +4,357 6.08% Q4 2025 Feb 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 74,900 231 0.01% 0.01% 126 0 0.0% Q4 2025 Feb 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 73,997 227 0.0% 0.0% 127 -280,704 -79.14% Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 73,102 225 0.0% 0.0% 128 -700 -0.95% Q4 2025 Feb 04, 2026
State of Alaska, Department of Revenue History Added to 73,250 225 0.0% 0.0% 129 +120 0.16% Q4 2025 Jan 23, 2026
nVerses Capital, LLC History New 72,335 222 0.5% 130 +72,335 New Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History New 69,910 215 0.0% 131 +69,910 New Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History No change 68,675 211 0.01% 0.01% 132 0 0.0% Q4 2025 Feb 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 68,037 209 0.0% 0.0% 133 +12,450 22.4% Q4 2025 Jan 28, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 66,170 203 0.01% 135 +66,170 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 66,219 203 0.0% 0.0% 134 -15,723 -19.19% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 65,009 200 0.0% 0.0% 136 +15,594 31.56% Q4 2025 Feb 10, 2026
Lazard Freres Gestion S.A.S. History Added to 64,564 198 0.0% 0.0% 137 +16,000 32.95% Q4 2025 Feb 06, 2026
Virtu Financial LLC History Added to 61,367 189 0.01% 0.0% 138 +40,619 195.77% Q4 2025 Feb 23, 2026
GUGGENHEIM CAPITAL LLC History Added to 60,253 185 0.0% 0.0% 139 +46,336 332.95% Q4 2025 Feb 17, 2026
Alpine Global Management, LLC History New 58,064 178 0.04% 140 +58,064 New Q4 2025 Feb 26, 2026
SHIKIAR ASSET MANAGEMENT INC History Added to 57,500 177 0.04% 0.04% 141 +22,500 64.29% Q4 2025 Jan 22, 2026
State of Wyoming History Added to 54,352 167 0.02% 0.02% 142 +14,876 37.68% Q4 2025 Feb 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 53,859 165 0.0% 0.0% 143 +10 0.02% Q4 2025 Feb 13, 2026
PharVision Advisers, LLC History New 51,690 159 0.08% 144 +51,690 New Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History No change 51,534 158 0.0% 0.0% 145 0 0.0% Q4 2025 Jan 29, 2026
AlphaQuest LLC History No change 50,877 156 0.01% 0.01% 146 0 0.0% Q4 2025 Feb 09, 2026
Claret Asset Management Corp History Reduced 49,711 153 0.02% 0.02% 147 -116 -0.23% Q4 2025 Feb 11, 2026
PDT Partners, LLC History Reduced 48,253 148 0.01% 0.04% 148 -126,947 -72.46% Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History New 48,175 148 0.0% 149 +48,175 New Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 45,332 139 0.0% 150 +45,332 New Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 44,509 137 0.0% 0.0% 151 -60,807 -57.74% Q4 2025 Feb 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 44,007 135 0.01% 152 +44,007 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 42,910 132 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Reduced 38,710 119 0.0% 0.01% 154 -10,967 -22.08% Q4 2025 Feb 06, 2026
Private Advisor Group, LLC History Added to 38,266 117 0.0% 0.0% 155 +157 0.41% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History New 37,717 116 0.0% 156 +37,717 New Q4 2025 Feb 03, 2026
XPONANCE LLC History Reduced 35,002 107 0.0% 0.0% 157 -6,420 -15.5% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 34,355 105 0.0% 0.0% 158 -870,663 -96.2% Q4 2025 Feb 13, 2026
Ethic Inc. History Reduced 33,217 102 0.0% 0.0% 159 -5,931 -15.15% Q4 2025 Feb 03, 2026
WEXFORD CAPITAL LP History New 31,056 95 0.02% 160 +31,056 New Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 30,933 95 0.0% 0.0% 161 -3,252 -9.51% Q4 2025 Feb 12, 2026
Centiva Capital, LP History New 30,234 93 0.0% 162 +30,234 New Q4 2025 Feb 13, 2026
EFG International AG History New 30,158 92 0.0% 163 +30,158 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 29,343 90 0.0% 0.0% 164 -817 -2.71% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Reduced 29,102 89 0.0% 0.0% 165 -9,721 -25.04% Q4 2025 Feb 12, 2026
Crossmark Global Holdings, Inc. History Added to 28,394 87 0.0% 0.0% 166 +2,209 8.44% Q4 2025 Feb 03, 2026
X-Square Capital, LLC History Reduced 27,837 86 0.03% 0.04% 167 -3,316 -10.64% Q4 2025 Feb 11, 2026
CIBC Asset Management Inc History No change 27,727 85 0.0% 0.0% 168 0 0.0% Q4 2025 Feb 10, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 26,770 82 0.0% 0.0% 169 -668 -2.43% Q4 2025 Feb 04, 2026
Dorsey & Whitney Trust CO LLC History Added to 26,938 82 0.0% 0.01% 170 +416 1.57% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 26,313 81 0.0% 0.0% 171 -9,485 -26.5% Q4 2025 Feb 18, 2026
PRUDENTIAL FINANCIAL INC History Reduced 25,651 79 0.0% 0.0% 172 -13,558 -34.58% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 25,474 78 0.0% 0.0% 173 -3,170 -11.07% Q4 2025 Feb 12, 2026
American Alpha Advisors, LLC History Added to 25,000 77 0.05% 0.04% 174 +10,000 66.67% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 24,525 75 0.0% 0.0% 175 +4,662 23.47% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History New 23,181 72 0.0% 176 +23,181 New Q4 2025 Jan 15, 2026
Tower Research Capital LLC (TRC) History Added to 22,717 69 0.0% 0.0% 177 +14,341 171.22% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History No change 22,496 69 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 22,071 67 0.0% 179 +22,071 New Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 20,424 62 0.0% 0.01% 180 -126,191 -86.07% Q4 2025 Feb 13, 2026
Aries Wealth Management History New 20,000 61 0.01% 182 +20,000 New Q4 2025 Jan 30, 2026
SEI INVESTMENTS CO History Reduced 19,962 61 0.0% 0.0% 181 -4,923 -19.78% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 18,800 57 0.0% 0.0% 184 -101,942 -84.43% Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 18,370 57 0.0% 0.0% 183 -4,736 -20.5% Q4 2025 Jan 23, 2026
Frec Markets, Inc. History New 18,425 56 0.02% 188 +18,425 New Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History New 18,400 56 0.0% 187 +18,400 New Q4 2025 Feb 11, 2026
KBC Group NV History No change 18,301 56 0.0% 0.0% 185 0 0.0% Q4 2025 Jan 26, 2026
Utah Retirement Systems History No change 18,249 56 0.0% 0.0% 186 0 0.0% Q4 2025 Feb 17, 2026
Blueshift Asset Management, LLC History Reduced 17,372 53 0.02% 0.16% 190 -112,120 -86.58% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 17,250 53 0.0% 189 +17,250 New Q4 2025 Feb 04, 2026
Y-Intercept (Hong Kong) Ltd History New 16,924 52 0.0% 191 +16,924 New Q4 2025 Feb 13, 2026
Olympiad Research LP History No change 16,965 52 0.14% 0.09% 192 0 0.0% Q4 2025 Feb 17, 2026
Samalin Investment Counsel, LLC History New 16,000 49 0.02% 193 +16,000 New Q4 2025 Jan 30, 2026
Investors Research Corp History Reduced 15,900 48 0.01% 0.01% 194 -1,300 -7.56% Q4 2025 Jan 06, 2026
McMillan Office, Inc. History New 15,574 47 0.01% 195 +15,574 New Q4 2025 Feb 12, 2026
R Squared Ltd History New 15,180 46 0.02% 197 +15,180 New Q4 2025 Jan 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 14,634 46 0.0% 0.0% 196 -997 -6.38% Q4 2025 Jan 08, 2026
ProShare Advisors LLC History Reduced 14,733 45 0.0% 0.0% 198 -851 -5.46% Q4 2025 Feb 06, 2026
Objective Capital Management, LLC History New 13,860 42 0.04% 200 +13,860 New Q4 2025 Feb 04, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 13,690 42 0.0% 0.0% 199 -1,937 -12.4% Q4 2025 Feb 17, 2026
Polymer Capital Management (US) LLC History New 13,636 41 0.0% 201 +13,636 New Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History New 13,269 40 0.0% 202 +13,269 New Q4 2025 Feb 12, 2026
Quarry LP History New 13,113 40 0.01% 204 +13,113 New Q4 2025 Feb 13, 2026
Signature Wealth Management Partners, LLC History No change 12,999 40 0.02% 0.03% 203 0 0.0% Q4 2025 Feb 02, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 12,979 39 0.0% 0.0% 205 -38,427 -74.75% Q4 2025 Jan 28, 2026
Farringdon Capital, Ltd. History New 12,812 39 0.01% 207 +12,812 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History New 12,774 39 0.0% 208 +12,774 New Q4 2025 Mar 09, 2026
Cerity Partners LLC History Reduced 12,928 39 0.0% 0.0% 206 -909 -6.57% Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History New 12,581 38 0.0% 209 +12,581 New Q4 2025 Feb 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 12,323 37 0.0% 0.01% 210 -30,084 -70.94% Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History New 12,034 37 0.0% 211 +12,034 New Q4 2025 Feb 05, 2026
North Dakota State Investment Board History New 12,028 37 0.0% 212 +12,028 New Q4 2025 Feb 05, 2026
DekaBank Deutsche Girozentrale History No change 2,831 36 0.0% 0.0% 213 0 0.0% Q4 2025 Jan 28, 2026
Vident Advisory, LLC History Reduced 11,307 34 0.0% 0.0% 216 -1,436 -11.27% Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 11,354 34 0.0% 0.0% 215 +562 5.21% Q4 2025 Feb 06, 2026
FRANKLIN RESOURCES INC History Reduced 11,153 34 0.0% 0.0% 214 -271 -2.37% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Reduced 10,813 33 0.0% 0.0% 217 -13,479 -55.49% Q4 2025 Feb 13, 2026
Qtron Investments LLC History Reduced 10,759 33 0.0% 0.01% 218 -8,195 -43.24% Q4 2025 Feb 12, 2026
Fifth Third Wealth Advisors LLC History Added to 10,848 33 0.0% 0.0% 219 +28 0.26% Q4 2025 Jan 15, 2026
Brevan Howard Capital Management LP History Reduced 10,392 32 0.0% 0.0% 220 -19,528 -65.27% Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History New 10,320 31 0.0% 223 +10,320 New Q4 2025 Feb 02, 2026
Robeco Institutional Asset Management B.V. History New 10,291 31 0.0% 222 +10,291 New Q4 2025 Jan 23, 2026
M&T BANK CORP History Reduced 10,219 31 0.0% 0.0% 221 -2,290 -18.31% Q4 2025 Jan 30, 2026
OSAIC HOLDINGS, INC. History Reduced 8,654 26 0.0% 0.0% 224 -15,058 -63.5% Q4 2025 Feb 17, 2026
STRS OHIO History Added to 8,270 25 0.0% 0.0% 225 +15 0.18% Q4 2025 Feb 02, 2026
UMB Bank, n.a. History Added to 7,507 23 0.0% 0.0% 226 +5,992 395.51% Q4 2025 Feb 13, 2026
Eurizon Capital SGR S.p.A. History New 6,377 20 0.0% 227 +6,377 New Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 5,000 15 0.0% 0.0% 228 0 0.0% Q4 2025 Feb 10, 2026
SUMMIT SECURITIES GROUP LLC History New 4,505 13 0.0% 229 +4,505 New Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 4,343 13 0.0% 0.0% 230 -2,495 -36.49% Q4 2025 Jan 26, 2026
Arax Advisory Partners History New 4,123 12 0.0% 231 +4,123 New Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History Reduced 3,532 10 0.0% 0.02% 233 -3,993 -53.06% Q4 2025 Mar 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,531 10 0.0% 0.0% 232 +2,495 240.83% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 3,089 9 0.0% 234 +3,089 New Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Added to 2,724 8 0.0% 0.0% 235 +435 19.0% Q4 2025 Mar 16, 2026
FIFTH THIRD BANCORP History Reduced 2,586 7 0.0% 0.0% 236 -1,142 -30.63% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Reduced 2,247 6 0.0% 0.0% 237 -452 -16.75% Q4 2025 Feb 11, 2026
Quent Capital, LLC History Reduced 2,227 6 0.0% 0.0% 238 -22 -0.98% Q4 2025 Jan 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 1,942 5 0.0% 239 +1,942 New Q4 2025 Feb 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 1,329 5 0.0% 240 +1,329 New Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Reduced 1,643 5 0.0% 0.0% 243 -1,042 -38.81% Q4 2025 Jan 05, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,706 5 0.0% 0.0% 241 -269 -13.62% Q4 2025 Feb 12, 2026
Covestor Ltd History Added to 1,741 5 0.0% 0.0% 242 +23 1.34% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 1,377 4 0.0% 0.0% 244 -7,670 -84.78% Q4 2025 Jan 30, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,610 4 0.0% 0.0% 245 -2,437 -60.22% Q4 2025 Jan 07, 2026
Torren Management, LLC History New 1,414 4 0.0% 247 +1,414 New Q4 2025 Jan 30, 2026
Private Wealth Management Group, LLC History Added to 1,465 4 0.0% 0.0% 246 +857 140.95% Q4 2025 Jan 23, 2026
Parkside Financial Bank & Trust History Reduced 1,029 3 0.0% 0.0% 251 -1,021 -49.8% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 1,200 3 0.0% 0.0% 249 +788 191.26% Q4 2025 Feb 09, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,000 3 0.0% 0.0% 248 0 0.0% Q4 2025 Jan 23, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,000 3 0.0% 0.0% 250 0 0.0% Q4 2025 Feb 09, 2026
Financial Avengers, Inc. History No change 1,232 3 0.0% 0.0% 252 0 0.0% Q4 2025 Mar 03, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 631 2 0.0% 0.0% 255 -1,643 -72.25% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Added to 801 2 0.0% 0.0% 256 +209 35.3% Q4 2025 Jan 23, 2026
Clearstead Trust, LLC History Reduced 860 2 0.0% 0.0% 257 -117 -11.98% Q4 2025 Feb 09, 2026
MAI Capital Management History Reduced 712 2 0.0% 0.0% 254 -32 -4.3% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History No change 800 2 0.0% 0.0% 253 0 0.0% Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 403 1 0.0% 0.01% 263 -38,245 -98.96% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History New 492 1 0.0% 259 +492 New Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 560 1 0.0% 0.0% 262 -421 -42.92% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 390 1 0.0% 264 +390 New Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 598 1 0.0% 0.0% 269 -293 -32.88% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Added to 552 1 0.0% 0.0% 265 +285 106.74% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Reduced 484 1 0.0% 0.0% 268 -220 -31.25% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Reduced 560 1 0.0% 0.0% 261 -127 -18.49% Q4 2025 Jan 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 325 1 0.0% 0.0% 258 +25 8.33% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History No change 468 1 0.0% 0.0% 260 0 0.0% Q4 2025 Feb 17, 2026
Prestige Wealth Management Group LLC History No change 411 1 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History No change 413 1 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 30.01% -1,600,131 -100.0% Q3 2025 Dec 09, 2025
PEAK6 LLC History Closed out 0 0 0.01% -1,021,688 -100.0% Q3 2025 Mar 30, 2026
NATIXIS History Closed out 0 0 0.02% -931,711 -100.0% Q3 2025 Nov 14, 2025
Illinois Municipal Retirement Fund History Closed out 0 0 0.02% -458,557 -100.0% Q3 2025 Nov 06, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.04% -232,533 -100.0% Q3 2025 Nov 17, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -212,008 -100.0% Q3 2025 Nov 14, 2025
Leonteq Securities AG History Closed out 0 0 0.02% -183,583 -100.0% Q3 2025 Feb 17, 2026
Quantinno Capital Management LP History Closed out 0 0 0.0% -168,510 -100.0% Q3 2025 Nov 14, 2025
Perbak Capital Partners LLP History Closed out 0 0 0.11% -161,212 -100.0% Q3 2025 Nov 13, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.04% -154,340 -100.0% Q3 2025 Nov 13, 2025
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -134,377 -100.0% Q3 2025 Nov 14, 2025
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -84,493 -100.0% Q3 2025 Oct 27, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.02% -60,762 -100.0% Q3 2025 Nov 14, 2025
INCEPTIONR LLC History Closed out 0 0 0.05% -53,212 -100.0% Q3 2025 Nov 13, 2025
Diametric Capital, LP History Closed out 0 0 0.06% -37,733 -100.0% Q3 2025 Nov 13, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.06% -37,352 -100.0% Q3 2025 Nov 13, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -33,478 -100.0% Q3 2025 Nov 05, 2025
First Eagle Investment Management, LLC History Closed out 0 0 0.0% -28,074 -100.0% Q3 2025 Nov 12, 2025
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -27,898 -100.0% Q3 2025 Nov 13, 2025
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 0.01% -27,167 -100.0% Q3 2025 Nov 12, 2025
SIG BROKERAGE, LP History Closed out 0 0 0.0% -24,000 -100.0% Q3 2025 Nov 14, 2025
Aaron Wealth Advisors LLC History Closed out 0 0 0.0% -20,030 -100.0% Q3 2025 Oct 03, 2025
Centric Wealth Management History Closed out 0 0 0.02% -20,000 -100.0% Q3 2025 Nov 04, 2025
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -15,264 -100.0% Q3 2025 Nov 19, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -14,775 -100.0% Q3 2025 Oct 22, 2025
AIRE ADVISORS, LLC History Closed out 0 0 0.01% -14,500 -100.0% Q3 2025 Nov 10, 2025
Summit Trail Advisors, LLC History Closed out 0 0 0.0% -14,078 -100.0% Q3 2025 Nov 14, 2025
Meeder Advisory Services, Inc. History Closed out 0 0 0.0% -13,877 -100.0% Q3 2025 Oct 24, 2025
Inscription Capital, LLC History Closed out 0 0 0.01% -13,279 -100.0% Q3 2025 Oct 29, 2025
Empowered Funds, LLC History Closed out 0 0 0.0% -13,069 -100.0% Q3 2025 Nov 13, 2025
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -12,700 -100.0% Q3 2025 Nov 13, 2025
West Family Investments, Inc. History Closed out 0 0 1.69% -12,602 -100.0% Q3 2025 Feb 10, 2026
AlphaCore Capital LLC History Closed out 0 0 0.0% -12,349 -100.0% Q3 2025 Nov 12, 2025
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 0.0% -12,121 -100.0% Q3 2025 Nov 14, 2025
Amplius Wealth Advisors, LLC History Closed out 0 0 0.0% -11,522 -100.0% Q3 2025 Oct 21, 2025
Caprock Group, LLC History Closed out 0 0 0.0% -11,343 -100.0% Q3 2025 Nov 06, 2025
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Closed out 0 0 0.0% -10,721 -100.0% Q3 2025 Nov 14, 2025
Kendall Capital Management History Closed out 0 0 0.01% -10,650 -100.0% Q3 2025 Nov 13, 2025
Cetera Investment Advisers History Closed out 0 0 0.0% -10,490 -100.0% Q3 2025 Nov 14, 2025
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -2,100 -100.0% Q3 2025 Oct 23, 2025
Groupe la Francaise History Closed out 0 0 0.0% -1,950 -100.0% Q3 2025 Nov 13, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -1,854 -100.0% Q3 2025 Nov 12, 2025
BESSEMER GROUP INC History Closed out 0 0 0.0% -1,654 -100.0% Q3 2025 Nov 05, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -1,457 -100.0% Q3 2025 Oct 08, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -726 -100.0% Q3 2025 Nov 10, 2025
Capital Analysts, LLC History Closed out 0 0 0.0% -455 -100.0% Q3 2025 Nov 14, 2025
High Note Wealth, LLC History Closed out 0 0 0.0% -443 -100.0% Q3 2025 Nov 04, 2025
Avion Wealth History Closed out 0 0 0.0% -436 -100.0% Q3 2025 Oct 24, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -404 -100.0% Q3 2025 Nov 12, 2025
MV CAPITAL MANAGEMENT, INC. History Reduced 8 0 0.0% -332 -97.65% Q4 2025 Feb 23, 2026
Sachetta, LLC History Closed out 0 0 0.0% -285 -100.0% Q3 2025 Oct 24, 2025
Bruce G. Allen Investments, LLC History Reduced 54 0 0.0% -232 -81.12% Q4 2025 Feb 10, 2026
Wealthspire Advisors, LLC History Closed out 0 0 -206 -100.0% Q3 2025 Nov 14, 2025
Cornerstone Planning Group LLC History Reduced 73 0 0.0% -197 -72.96% Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Added to 264 0 +171 183.87% Q4 2025 Feb 09, 2026
Rialto Wealth Management, LLC History New 170 0 +170 New Q4 2025 Jan 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 -165 -100.0% Q3 2025 Oct 27, 2025
Bare Financial Services, Inc History New 163 0 +163 New Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 204 0 +148 264.29% Q4 2025 Jan 14, 2026
MATHER GROUP, LLC. History Closed out 0 0 -144 -100.0% Q3 2025 Oct 21, 2025
SouthState Bank Corp History Added to 165 0 +135 450.0% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History Reduced 19 0 -120 -86.33% Q4 2025 Jan 15, 2026
CVA Family Office, LLC History Closed out 0 0 -102 -100.0% Q3 2025 Oct 30, 2025
EverSource Wealth Advisors, LLC History Added to 142 0 +99 230.23% Q4 2025 Feb 06, 2026
AdvisorNet Financial, Inc History Closed out 0 0 -87 -100.0% Q3 2025 Oct 09, 2025
Root Financial Partners, LLC History Reduced 168 0 0.0% -85 -33.6% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 175 0 +75 75.0% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Reduced 19 0 -62 -76.54% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Added to 183 0 +59 47.58% Q4 2025 Jan 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 45 0 +45 New Q4 2025 Feb 06, 2026
Ares Financial Consulting, LLC History New 37 0 +37 New Q4 2025 Jan 30, 2026
Bogart Wealth, LLC History Added to 152 0 +27 21.6% Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Closed out 0 0 -25 -100.0% Q3 2025 Nov 18, 2025
Blue Trust, Inc. History Closed out 0 0 -25 -100.0% Q3 2025 Oct 16, 2025
Dunhill Financial, LLC History New 9 0 +9 New Q4 2025 Jan 29, 2026
Bay Harbor Wealth Management, LLC History Added to 14 0 +8 133.33% Q4 2025 Feb 02, 2026
Keating Financial Advisory Services, Inc. History New 8 0 +8 New Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 17, 2025
SageView Advisory Group, LLC History New 1 0 +1 New Q4 2025 Feb 17, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1 0 0 0.0% Q4 2025 Jan 30, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 312 0 0.0% 0 0.0% Q4 2025 Jan 26, 2026
Friedenthal Financial History No change 200 0 0 0.0% Q4 2025 Jan 27, 2026
FINANCIAL CONSULATE, INC History No change 35 0 0 0.0% Q4 2025 Jan 22, 2026
Truvestments Capital LLC History No change 200 0 0 0.0% Q4 2025 Feb 13, 2026
Financial Freedom, LLC History No change 117 0 0 0.0% Q4 2025 Feb 17, 2026
Strategic Advocates LLC History No change 70 0 0 0.0% Q4 2025 Feb 11, 2026
DiNuzzo Private Wealth, Inc. History No change 18 0 0 0.0% Q4 2025 Jan 16, 2026
Financially Speaking Inc History No change 30 0 0 0.0% Q4 2025 Feb 10, 2026