Crescent Energy Co - CRGY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Liberty Mutual Group Asset Management Inc. History Added to 36,854,746 309,211 29.42% 0.12% 1 +36,813,628 89531.66% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 35,979,771 301,870 0.01% 0.0% 2 +9,487,211 35.81% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 27,292,081 228,980 0.0% 0.0% 3 +7,015,982 34.6% Q4 2025 Jan 29, 2026
Kohlberg Kravis Roberts & Co. L.P. History No change 26,758,127 224,500 3.59% 4.0% 4 0 0.0% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 21,246,104 178,254 0.09% 0.09% 5 +1,882,718 9.72% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 12,872,215 107,998 0.02% 0.02% 6 +2,213,352 20.77% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 12,808,605 107,464 0.0% 0.0% 7 +2,767,096 27.56% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 7,342,224 61,601 0.01% 0.01% 8 -479,364 -6.13% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 5,650,795 47,410 0.0% 0.0% 9 +2,419,996 74.9% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 5,592,793 46,934 0.0% 0.0% 10 +1,256,114 28.96% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 5,105,558 42,835 0.01% 0.0% 11 +2,234,324 77.82% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 3,893,760 32,668 0.1% 0.07% 12 +1,429,129 57.99% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 3,585,859 30,085 0.0% 0.0% 13 +2,008,863 127.39% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 3,562,884 29,892 0.0% 0.0% 14 +625,224 21.28% Q4 2025 Mar 25, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 3,303,260 27,714 0.04% 0.0% 15 +2,925,780 775.08% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 3,178,511 26,667 0.03% 0.02% 16 +1,527,604 92.53% Q4 2025 Feb 17, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 2,780,772 23,330 0.32% 0.34% 17 -47,598 -1.68% Q4 2025 Feb 13, 2026
HITE Hedge Asset Management LLC History Reduced 2,678,232 22,470 1.43% 1.53% 18 -476,727 -15.11% Q4 2025 Feb 13, 2026
PICKERING ENERGY PARTNERS LP History Added to 2,189,194 21,565 84.37% 7.82% 19 +2,149,194 5372.99% Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History Added to 2,523,223 21,169 0.15% 0.07% 20 +1,540,842 156.85% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Reduced 2,444,182 20,506 0.01% 0.01% 21 -149,816 -5.78% Q4 2025 Jan 30, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 2,287,315 19,190 0.07% 0.06% 22 +315,256 15.99% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 2,260,663 18,966 0.0% 0.0% 23 +632,147 38.82% Q4 2025 Feb 19, 2026
NORTHERN TRUST CORP History Added to 2,112,790 17,726 0.0% 0.0% 24 +433,588 25.82% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 2,000,590 16,784 0.0% 0.0% 25 +531,484 36.18% Q4 2025 Jan 29, 2026
Pacer Advisors, Inc. History Reduced 1,719,755 14,428 0.04% 0.04% 26 -126,607 -6.86% Q4 2025 Feb 24, 2026
D. E. Shaw & Co., Inc. History Added to 1,659,048 13,919 0.01% 0.0% 27 +1,143,134 221.57% Q4 2025 Feb 17, 2026
ArrowMark Colorado Holdings LLC History Reduced 1,593,772 13,371 0.29% 0.3% 28 -217,945 -12.03% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 1,566,328 13,141 0.28% 0.35% 29 -276,098 -14.99% Q4 2025 Feb 17, 2026
Kore Advisors LP History Added to 1,552,856 13,028 9.52% 6.96% 30 +73,600 4.98% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 1,349,884 11,325 0.0% 0.0% 31 -105,361 -7.24% Q4 2025 Feb 11, 2026
Empowered Funds, LLC History Added to 1,249,882 10,486 0.18% 0.1% 32 +88,893 7.66% Q4 2025 Feb 18, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,235,843 10,368 0.01% 0.01% 33 +116,656 10.42% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 1,195,934 10,033 0.01% 0.0% 34 +652,528 120.08% Q4 2025 Feb 13, 2026
Pingora Partners LLC History Reduced 1,159,819 9,730 5.95% 7.18% 35 -53,074 -4.38% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,151,962 9,664 0.0% 0.0% 36 +254,940 28.42% Q4 2025 Feb 02, 2026
Aventail Capital Group, LP History Added to 1,085,739 9,109 0.52% 0.41% 37 +87,989 8.82% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,058,906 8,884 0.0% 0.0% 38 +577,040 119.75% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 1,005,320 8,434 0.0% 0.0% 39 +250,200 33.13% Q4 2025 Feb 17, 2026
FMR LLC History Added to 999,016 8,381 0.0% 0.0% 40 +206,996 26.14% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 967,019 8,113 0.0% 0.01% 41 +24,394 2.59% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 864,202 7,250 0.0% 0.0% 42 +663,595 330.79% Q4 2025 Feb 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 836,395 7,017 0.02% 0.02% 43 +111,404 15.37% Q4 2025 Feb 13, 2026
Woodline Partners LP History New 820,228 6,881 0.03% 44 +820,228 New Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History Added to 783,708 6,575 0.1% 0.01% 45 +707,429 927.42% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 753,110 6,318 0.0% 0.01% 46 -1,409,545 -65.18% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 748,849 6,282 0.0% 0.0% 47 -301,172 -28.68% Q4 2025 Feb 17, 2026
Dana Investment Advisors, Inc. History New 711,272 5,967 0.17% 48 +711,272 New Q4 2025 Feb 05, 2026
RHUMBLINE ADVISERS History Added to 671,447 5,633 0.0% 0.0% 49 +136,809 25.59% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Added to 667,073 5,596 0.0% 0.0% 50 +153,073 29.78% Q4 2025 Feb 09, 2026
TWO SIGMA INVESTMENTS, LP History Added to 628,407 5,272 0.01% 0.0% 51 +264,717 72.79% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 623,098 5,227 0.0% 0.0% 52 +385,732 162.51% Q4 2025 Feb 11, 2026
Legal & General Group Plc History Added to 585,827 4,915 0.0% 0.0% 53 +126,330 27.49% Q4 2025 Feb 09, 2026
WELLS FARGO & COMPANY/MN History Added to 546,941 4,588 0.0% 0.0% 54 +181,481 49.66% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 510,556 4,283 0.0% 0.0% 55 +49,567 10.75% Q4 2025 Feb 12, 2026
VALUEWORKS LLC History New 490,083 4,111 1.08% 56 +490,083 New Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 485,692 4,074 0.0% 0.0% 57 +114,525 30.86% Q4 2025 Feb 12, 2026
Jump Financial, LLC History Reduced 463,604 3,889 0.05% 0.11% 58 -546,235 -54.09% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 463,124 3,885 0.0% 0.0% 59 +189,468 69.24% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Added to 456,017 3,825 0.0% 0.0% 60 +365,277 402.55% Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 425,496 3,569 0.0% 0.0% 61 +292,724 220.47% Q4 2025 Feb 10, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 418,844 3,514 0.11% 0.12% 62 -20,785 -4.73% Q4 2025 Jan 28, 2026
Webs Creek Capital Management LP History Added to 415,348 3,484 0.62% 0.56% 63 +115,000 38.29% Q4 2025 Feb 17, 2026
Jasper Ridge Partners, L.P. History No change 384,897 3,229 0.07% 0.08% 64 0 0.0% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History New 382,359 3,208 0.0% 65 +382,359 New Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 377,126 3,164 0.0% 0.0% 66 +137,050 57.09% Q4 2025 Feb 18, 2026
Rafferty Asset Management, LLC History Added to 364,217 3,055 0.01% 0.01% 67 +58,158 19.0% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 356,308 2,989 0.0% 0.0% 68 +61,740 20.96% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 353,000 2,961 0.01% 0.0% 69 +285,025 419.31% Q4 2025 Feb 12, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 337,233 2,829 0.01% 0.02% 70 -502,600 -59.85% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History New 316,554 2,656 0.01% 71 +316,554 New Q4 2025 Feb 11, 2026
Corigliano Investment Advisers, LLC History New 311,500 2,613 0.93% 72 +311,500 New Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 309,385 2,595 0.01% 0.0% 73 +173,510 127.7% Q4 2025 Feb 17, 2026
Phocas Financial Corp. History Reduced 296,617 2,488 0.32% 0.34% 74 -729 -0.25% Q4 2025 Jan 26, 2026
Russell Investments Group, Ltd. History Added to 296,354 2,486 0.0% 0.0% 75 +147,362 98.91% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 286,395 2,402 0.0% 0.0% 76 +63,099 28.26% Q4 2025 Feb 13, 2026
NFJ INVESTMENT GROUP, LLC History New 285,955 2,399 0.09% 77 +285,955 New Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 285,304 2,393 0.0% 0.0% 78 +104 0.04% Q4 2025 Feb 17, 2026
Creative Planning History Added to 272,408 2,285 0.0% 0.0% 79 +179,336 192.69% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Added to 218,993 2,139 0.01% 0.01% 80 +48,221 28.24% Q4 2025 Feb 18, 2026
CITIGROUP INC History Added to 252,027 2,114 0.0% 0.0% 81 +1,211 0.48% Q4 2025 Feb 13, 2026
Interval Partners, LP History Reduced 250,364 2,100 0.04% 0.08% 82 -321,098 -56.19% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 238,497 2,000 0.0% 0.0% 83 +192,643 420.12% Q4 2025 Feb 12, 2026
ALGERT GLOBAL LLC History Added to 236,534 1,985 0.03% 0.0% 84 +218,074 1181.33% Q4 2025 Feb 17, 2026
Numerai GP LLC History Added to 233,323 1,957 0.24% 0.13% 85 +132,191 130.71% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 232,494 1,950 0.0% 0.0% 86 +53,563 29.94% Q4 2025 Feb 17, 2026
PEAK6 LLC History Added to 232,405 1,949 0.0% 0.0% 87 +95,905 70.26% Q4 2025 Mar 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 225,005 1,887 0.0% 0.0% 88 +39,244 21.13% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 222,660 1,868 0.0% 0.0% 89 +53,118 31.33% Q4 2025 Feb 17, 2026
VAN DEN BERG MANAGEMENT I, INC History Added to 218,153 1,830 0.42% 0.3% 90 +85,073 63.93% Q4 2025 Feb 17, 2026
Nokomis Capital, L.L.C. History No change 217,903 1,828 0.43% 0.52% 91 0 0.0% Q4 2025 Feb 17, 2026
Mraz, Amerine & Associates, Inc. History Added to 217,810 1,827 0.27% 0.29% 92 +12,163 5.91% Q4 2025 Feb 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 209,136 1,755 0.0% 0.0% 93 +60,492 40.7% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Added to 190,024 1,594 0.05% 0.05% 94 +24 0.01% Q4 2025 Jan 23, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 187,541 1,573 0.0% 0.0% 95 +37,738 25.19% Q4 2025 Feb 12, 2026
CM Management, LLC History No change 175,000 1,468 1.24% 1.3% 96 0 0.0% Q4 2025 Feb 02, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 167,440 1,404 0.14% 0.08% 97 +66,717 66.24% Q4 2025 Jan 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 166,116 1,394 0.0% 0.0% 98 +32,024 23.88% Q4 2025 Feb 05, 2026
Quantinno Capital Management LP History Added to 160,856 1,349 0.0% 0.0% 99 +117,950 274.9% Q4 2025 Feb 17, 2026
Michelson Medical Research Foundation, Inc. History No change 156,166 1,310 1.31% 1.21% 100 0 0.0% Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Added to 150,343 1,261 0.08% 0.08% 101 +13,344 9.74% Q4 2025 Feb 20, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 150,000 1,258 0.03% 0.03% 102 0 0.0% Q4 2025 Feb 02, 2026
Quantbot Technologies LP History Reduced 147,379 1,236 0.04% 0.11% 104 -305,584 -67.46% Q4 2025 Feb 10, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 147,346 1,236 0.0% 0.0% 103 -7,659 -4.94% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Reduced 143,565 1,204 0.01% 0.01% 105 -17,555 -10.9% Q4 2025 Feb 09, 2026
Lombard Odier Asset Management (USA) Corp History New 140,000 1,174 0.11% 106 +140,000 New Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 138,530 1,162 0.01% 0.01% 107 +55,274 66.39% Q4 2025 Feb 10, 2026
McAlvany Wealth Management LLC History New 134,699 1,130 0.86% 108 +134,699 New Q4 2025 Mar 25, 2026
Schonfeld Strategic Advisors LLC History Reduced 132,917 1,115 0.0% 0.01% 109 -31,966 -19.39% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 131,364 1,101 0.01% 0.01% 110 +29,420 28.86% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Added to 129,127 1,083 0.01% 0.0% 111 +21,423 19.89% Q4 2025 Feb 12, 2026
Turas Capital Management LP History New 122,973 1,031 0.35% 112 +122,973 New Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 118,694 995 0.0% 0.0% 113 +5,045 4.44% Q4 2025 Jan 28, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 116,137 974 0.04% 114 +116,137 New Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 115,835 971 0.0% 0.0% 115 +32,691 39.32% Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History New 114,017 956 0.22% 116 +114,017 New Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 112,714 945 0.0% 0.0% 117 +27,862 32.84% Q4 2025 Jan 29, 2026
Louisiana State Employees Retirement System History Added to 110,699 928 0.02% 0.01% 118 +25,299 29.62% Q4 2025 Jan 16, 2026
DAVENPORT & Co LLC History Added to 107,000 897 0.0% 0.0% 119 +3,000 2.88% Q4 2025 Jan 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 106,670 894 0.0% 120 +106,670 New Q4 2025 Feb 13, 2026
Callahan Advisors, LLC History Added to 106,179 890 0.07% 0.05% 121 +33,774 46.65% Q4 2025 Feb 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 103,990 872 0.0% 0.0% 122 +12,599 13.79% Q4 2025 Feb 12, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 102,502 859 0.01% 123 +102,502 New Q4 2025 Feb 02, 2026
JANUS HENDERSON GROUP PLC History Added to 100,836 846 0.0% 0.0% 124 +21,879 27.71% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 98,775 828 0.01% 0.01% 125 -47,241 -32.35% Q4 2025 Feb 17, 2026
VIRTUS ADVISERS, LLC History Reduced 97,523 818 0.39% 0.52% 126 -7,800 -7.41% Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Reduced 97,323 816 0.01% 0.01% 127 -7,992 -7.59% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Added to 95,005 797 0.0% 0.0% 128 +8,190 9.43% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 91,078 764 0.0% 0.0% 129 +25,305 38.47% Q4 2025 Jan 30, 2026
MYDA Advisors LLC History New 89,000 746 0.14% 130 +89,000 New Q4 2025 Feb 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 86,488 725 0.0% 0.0% 131 -29,419 -25.38% Q4 2025 Jan 30, 2026
Y-Intercept (Hong Kong) Ltd History New 78,020 654 0.01% 132 +78,020 New Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History No change 75,154 630 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 74,404 624 0.0% 0.0% 134 +38,631 107.99% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 71,173 623 0.0% 0.0% 135 +13,491 23.39% Q4 2025 Feb 13, 2026
Summit Global Investments History Reduced 73,400 616 0.04% 0.04% 136 -1,919 -2.55% Q4 2025 Feb 18, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 72,080 604 0.08% 0.08% 137 +13,165 22.35% Q4 2025 Feb 17, 2026
Northside Capital Management, LLC History Reduced 71,704 601 0.05% 0.3% 138 -302,500 -80.84% Q4 2025 Jan 07, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 71,560 600 0.0% 0.0% 139 -2,836 -3.81% Q4 2025 Feb 05, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 71,061 596 0.01% 0.01% 140 +21,210 42.55% Q4 2025 Jan 27, 2026
AMALGAMATED BANK History Added to 70,387 591 0.0% 0.0% 141 +16,954 31.73% Q4 2025 Feb 05, 2026
Arizona State Retirement System History Added to 68,036 570 0.0% 0.0% 142 +11,389 20.11% Q4 2025 Jan 28, 2026
MorganRosel Wealth Management, LLC History No change 67,934 569 0.14% 0.16% 143 0 0.0% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 65,345 548 0.0% 0.0% 144 +14,017 27.31% Q4 2025 Feb 13, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 65,241 547 0.01% 0.01% 145 +1,152 1.8% Q4 2025 Feb 18, 2026
Parallax Volatility Advisers, L.P. History New 63,800 535 0.0% 146 +63,800 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 63,164 529 0.0% 0.0% 147 +49,886 375.7% Q4 2025 Feb 11, 2026
KLP KAPITALFORVALTNING AS History Added to 63,053 529 0.0% 0.0% 148 +19,693 45.42% Q4 2025 Jan 28, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 64,532 529 0.01% 0.01% 149 +7,444 13.04% Q4 2025 Jan 21, 2026
Envestnet Portfolio Solutions, Inc. History Added to 62,706 526 0.0% 0.0% 150 +1,245 2.03% Q4 2025 Feb 06, 2026
ACT CAPITAL MANAGEMENT, LLC History New 61,312 514 0.42% 151 +61,312 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 60,957 511 0.0% 0.0% 152 +10,093 19.84% Q4 2025 Jan 09, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 60,453 507 0.0% 0.0% 153 +14,361 31.16% Q4 2025 Jan 27, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 59,851 502 0.0% 0.0% 154 +12,515 26.44% Q4 2025 Feb 10, 2026
Tidal Investments LLC History Added to 58,407 490 0.0% 0.0% 155 +30,408 108.6% Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History Added to 57,802 484 0.0% 0.0% 156 +35,505 159.24% Q4 2025 Feb 17, 2026
ARISTEIA CAPITAL, L.L.C. History Added to 57,135 479 0.01% 0.01% 157 +12,086 26.83% Q4 2025 Feb 17, 2026
Caprock Group, LLC History New 56,470 473 0.01% 158 +56,470 New Q4 2025 Jan 28, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 55,852 468 0.0% 0.0% 159 +4,933 9.69% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 55,577 467 0.0% 160 +55,577 New Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 55,326 464 0.01% 0.0% 161 +13,426 32.04% Q4 2025 Feb 04, 2026
CoreCommodity Management, LLC History Added to 53,552 449 0.09% 0.02% 162 +40,508 310.55% Q4 2025 Feb 12, 2026
Walleye Capital LLC History New 49,018 411 0.0% 163 +49,018 New Q4 2025 Feb 13, 2026
Welch Group, LLC History No change 48,396 406 0.02% 0.02% 164 0 0.0% Q4 2025 Jan 26, 2026
CFM WEALTH PARTNERS LLC History Reduced 48,298 405 0.06% 0.07% 165 -4,316 -8.2% Q4 2025 Jan 27, 2026
SkyView Investment Advisors, LLC History New 47,866 402 0.05% 166 +47,866 New Q4 2025 Feb 18, 2026
IEQ CAPITAL, LLC History Reduced 46,384 389 0.0% 0.0% 167 -57,950 -55.54% Q4 2025 Feb 13, 2026
Walleye Trading LLC History New 46,000 385 0.0% 169 +46,000 New Q4 2025 Feb 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 45,957 385 0.04% 171 +45,957 New Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 45,909 385 0.0% 0.0% 168 +12,076 35.69% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 45,917 385 0.0% 0.0% 170 +10,127 28.3% Q4 2025 Jan 26, 2026
STIFEL FINANCIAL CORP History Added to 45,460 381 0.0% 0.0% 172 +35,271 346.17% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 45,358 380 0.0% 0.0% 173 +30,128 197.82% Q4 2025 Feb 11, 2026
VARCOV Co. History New 45,008 377 0.15% 174 +45,008 New Q4 2025 Feb 17, 2026
Pinnacle Holdings, LLC History New 44,919 376 0.13% 175 +44,919 New Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 43,531 365 0.0% 0.0% 176 +461 1.07% Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History New 42,970 360 0.0% 177 +42,970 New Q4 2025 Feb 18, 2026
PDT Partners, LLC History No change 42,800 359 0.02% 0.02% 178 0 0.0% Q4 2025 Feb 17, 2026
Portolan Capital Management, LLC History New 39,900 334 0.02% 179 +39,900 New Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 39,467 331 0.0% 0.0% 180 -24,949 -38.73% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 39,118 328 0.01% 0.01% 181 +1,136 2.99% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History New 38,022 319 0.0% 182 +38,022 New Q4 2025 Feb 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 37,593 315 0.0% 0.0% 183 0 0.0% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 37,156 311 0.0% 0.0% 184 0 0.0% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History Added to 36,654 307 0.0% 0.0% 185 +6,885 23.13% Q4 2025 Jan 29, 2026
OneDigital Investment Advisors LLC History New 36,345 304 0.0% 186 +36,345 New Q4 2025 Feb 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 35,945 301 0.06% 0.1% 187 -5,869 -14.04% Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Added to 35,697 299 0.01% 0.0% 188 +20,021 127.72% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 36,748 295 0.0% 0.0% 189 +9,236 33.57% Q4 2025 Jan 08, 2026
Maryland State Retirement & Pension System History Added to 35,175 295 0.01% 0.0% 190 +8,398 31.36% Q4 2025 Feb 17, 2026
Holocene Advisors, LP History Reduced 33,989 285 0.0% 0.0% 191 -3,558 -9.48% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History New 33,548 281 0.01% 192 +33,548 New Q4 2025 Feb 05, 2026
Campbell & CO Investment Adviser LLC History Reduced 32,545 273 0.01% 0.02% 193 -1,703 -4.97% Q4 2025 Feb 12, 2026
CastleKnight Management LP History No change 32,525 272 0.01% 0.01% 194 0 0.0% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 31,520 264 0.0% 0.0% 195 -44,013 -58.27% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History New 31,374 263 0.0% 196 +31,374 New Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 31,339 262 0.0% 0.0% 197 +15,590 98.99% Q4 2025 Feb 06, 2026
OXFORD ASSET MANAGEMENT LLP History Added to 30,763 258 0.1% 1.22% 198 +2,198 7.69% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History New 30,712 257 0.01% 199 +30,712 New Q4 2025 Feb 17, 2026
Daytona Street Capital LLC History New 30,000 251 0.2% 200 +30,000 New Q4 2025 Jan 21, 2026
DekaBank Deutsche Girozentrale History No change 21,282 248 0.0% 0.0% 201 0 0.0% Q4 2025 Jan 28, 2026
PROFUND ADVISORS LLC History New 29,459 247 0.01% 202 +29,459 New Q4 2025 Feb 06, 2026
BANK OF MONTREAL /CAN/ History Added to 29,290 245 0.0% 0.0% 203 +5,789 24.63% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 29,019 243 0.0% 204 +29,019 New Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 28,731 241 0.0% 0.0% 205 +11,063 62.62% Q4 2025 Mar 09, 2026
MONTGOMERY INVESTMENT MANAGEMENT INC History Added to 28,596 239 0.09% 0.08% 206 +3,753 15.11% Q4 2025 Jan 16, 2026
MANGROVE PARTNERS IM, LLC History New 28,455 238 0.02% 207 +28,455 New Q4 2025 Feb 17, 2026
RIVERSTONE HOLDINGS LLC History New 27,702 232 0.61% 208 +27,702 New Q4 2025 Feb 17, 2026
MidFirst Bank History New 27,639 231 0.02% 210 +27,639 New Q4 2025 Feb 25, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 27,631 231 0.0% 0.0% 209 +6,811 32.71% Q4 2025 Feb 10, 2026
Scientech Research LLC History New 26,935 225 0.14% 211 +26,935 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History New 26,100 218 0.0% 213 +26,100 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 26,096 218 0.0% 0.0% 212 +11,594 79.95% Q4 2025 Feb 18, 2026
HighPoint Advisor Group LLC History New 25,765 216 0.01% 214 +25,765 New Q4 2025 Feb 04, 2026
TWINBEECH CAPITAL LP History Added to 23,793 199 0.01% 0.0% 215 +13,356 127.97% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 23,419 196 0.0% 216 +23,419 New Q4 2025 Feb 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 23,300 195 0.0% 0.01% 217 -22,300 -48.9% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History Added to 23,125 194 0.0% 0.0% 218 +6,169 36.38% Q4 2025 Feb 10, 2026
Alpine Global Management, LLC History New 21,817 183 0.04% 219 +21,817 New Q4 2025 Feb 26, 2026
WHITTIER TRUST CO OF NEVADA INC History New 22,408 179 0.0% 220 +22,408 New Q4 2025 Jan 26, 2026
Ameritas Investment Partners, Inc. History Added to 20,292 170 0.01% 0.0% 221 +5,341 35.72% Q4 2025 Feb 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 20,110 169 0.01% 0.01% 222 +4,116 25.73% Q4 2025 Jan 20, 2026
SIGNATUREFD, LLC History Added to 19,686 165 0.0% 0.0% 223 +11,437 138.65% Q4 2025 Jan 20, 2026
Savant Capital, LLC History Added to 19,687 165 0.0% 0.0% 224 +3,445 21.21% Q4 2025 Feb 10, 2026
DRW Securities, LLC History Reduced 18,802 157 0.0% 0.01% 225 -37,407 -66.55% Q4 2025 Feb 12, 2026
XPONANCE LLC History Added to 18,326 153 0.0% 0.0% 226 +4,380 31.41% Q4 2025 Feb 12, 2026
Lavaca Capital LLC History New 17,700 148 0.02% 227 +17,700 New Q4 2025 Feb 13, 2026
PharVision Advisers, LLC History Reduced 17,683 148 0.07% 0.11% 228 -3,883 -18.01% Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History New 17,294 145 0.02% 229 +17,294 New Q4 2025 Feb 17, 2026
Annandale Capital, LLC History No change 17,273 145 0.02% 0.03% 230 0 0.0% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 16,823 141 0.01% 0.0% 231 +7,063 72.37% Q4 2025 Jan 05, 2026
SHERBROOKE PARK ADVISERS LLC History Reduced 16,668 139 0.36% 0.21% 232 -34,723 -67.57% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History New 16,525 138 0.01% 233 +16,525 New Q4 2025 Jan 29, 2026
Vinva Investment Management Ltd History New 10,729 134 0.0% 234 +10,729 New Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 15,599 130 0.0% 235 +15,599 New Q4 2025 Feb 12, 2026
SAGE RHINO CAPITAL LLC History New 15,522 130 0.02% 236 +15,522 New Q4 2025 Jan 30, 2026
Segment Wealth Management, LLC History New 15,255 127 0.01% 237 +15,255 New Q4 2025 Jan 29, 2026
Legacy Wealth Managment, LLC/ID History Reduced 15,099 126 0.06% 0.07% 238 -1,912 -11.24% Q4 2025 Feb 03, 2026
MACKENZIE FINANCIAL CORP History Added to 14,829 124 0.0% 0.0% 239 +3,494 30.82% Q4 2025 Feb 18, 2026
HighTower Advisors, LLC History Reduced 14,249 119 0.0% 0.0% 241 -4,517 -24.07% Q4 2025 Feb 06, 2026
STONERIDGE INVESTMENT PARTNERS LLC History Added to 14,168 119 0.08% 0.09% 240 +220 1.58% Q4 2025 Feb 05, 2026
EntryPoint Capital, LLC History Reduced 14,075 118 0.05% 0.24% 242 -56,433 -80.04% Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Reduced 13,953 117 0.0% 0.0% 243 -276 -1.94% Q4 2025 Feb 03, 2026
Sterling Capital Management LLC History Added to 13,591 114 0.0% 0.0% 244 +1,199 9.68% Q4 2025 Feb 13, 2026
EQUITABLE TRUST CO History No change 13,366 112 0.01% 0.01% 245 0 0.0% Q4 2025 Feb 02, 2026
Pointe Capital Management LLC History Reduced 13,008 109 0.05% 0.16% 246 -24,540 -65.36% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 13,059 108 0.0% 249 +13,059 New Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History New 12,911 108 0.0% 248 +12,911 New Q4 2025 Feb 17, 2026
Pallas Capital Advisors LLC History New 12,884 108 0.0% 250 +12,884 New Q4 2025 Jan 14, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 12,875 108 0.01% 0.01% 247 -1,812 -12.34% Q4 2025 Feb 11, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Reduced 12,708 106 0.02% 0.08% 252 -48,654 -79.29% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 12,712 106 0.0% 0.0% 251 +2,223 21.19% Q4 2025 Jan 26, 2026
GTS SECURITIES LLC History Reduced 12,301 103 0.0% 0.01% 253 -18,579 -60.17% Q4 2025 Feb 13, 2026
Heritage Wealth Management, Inc. History New 11,600 97 0.03% 254 +11,600 New Q4 2025 Jan 26, 2026
Swiss Life Asset Management Ltd History New 11,464 96 0.0% 255 +11,464 New Q4 2025 Feb 04, 2026
R Squared Ltd History New 11,430 95 0.04% 256 +11,430 New Q4 2025 Jan 30, 2026
SPROTT INC. History No change 11,250 94 0.0% 0.0% 257 0 0.0% Q4 2025 Feb 12, 2026
AlphaQuest LLC History Reduced 11,111 93 0.01% 0.02% 260 -24,419 -68.73% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Added to 11,161 93 0.0% 0.0% 259 +10,492 1568.31% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 11,076 93 0.0% 0.0% 258 +5,058 84.05% Q4 2025 Feb 09, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 10,919 91 0.0% 0.0% 261 +6,151 129.01% Q4 2025 Feb 17, 2026
CURA WEALTH ADVISORS, LLC History Added to 10,849 91 0.03% 0.03% 262 +849 8.49% Q4 2025 Jan 23, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 10,845 90 0.0% 263 +10,845 New Q4 2025 Feb 17, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 10,550 88 0.01% 0.01% 264 -4,000 -27.49% Q4 2025 Jan 23, 2026
KBC Group NV History Added to 10,359 87 0.0% 0.0% 265 +3,541 51.94% Q4 2025 Jan 26, 2026
XTX Topco Ltd History Reduced 10,322 86 0.0% 0.03% 267 -50,256 -82.96% Q4 2025 Feb 17, 2026
INNEALTA CAPITAL, LLC History Added to 10,296 86 0.05% 0.05% 266 +11 0.11% Q4 2025 Jan 30, 2026
Vise Technologies, Inc. History New 10,190 85 0.0% 268 +10,190 New Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 10,056 84 0.0% 0.0% 269 +1,054 11.71% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 8,807 73 0.0% 0.0% 270 -810 -8.42% Q4 2025 Feb 17, 2026
State of Wyoming History New 7,913 66 0.01% 271 +7,913 New Q4 2025 Feb 11, 2026
AMERICAN NATIONAL BANK & TRUST History No change 5,935 49 0.0% 0.01% 272 0 0.0% Q4 2025 Jan 20, 2026
Pinnacle Wealth Planning Services, Inc. History New 5,474 45 0.0% 273 +5,474 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 4,712 39 0.0% 274 +4,712 New Q4 2025 Feb 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 3,986 33 0.0% 0.0% 275 +2,286 134.47% Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Reduced 3,906 32 0.0% 0.0% 277 -6,850 -63.69% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 3,905 32 0.0% 0.0% 276 +2,039 109.27% Q4 2025 Feb 02, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 3,639 30 0.0% 0.0% 278 -75 -2.02% Q4 2025 Jan 15, 2026
US BANCORP \DE\ History Added to 3,375 28 0.0% 0.0% 279 +1,076 46.8% Q4 2025 Jan 30, 2026
Versant Capital Management, Inc History Added to 2,872 24 0.0% 0.0% 280 +2,075 260.35% Q4 2025 Jan 08, 2026
Arax Advisory Partners History Reduced 2,601 21 0.0% 0.0% 281 -3,113 -54.48% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History Added to 2,210 18 0.0% 282 +2,150 3583.33% Q4 2025 Jan 21, 2026
Parallel Advisors, LLC History Added to 2,136 17 0.0% 0.0% 285 +1,932 947.06% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Added to 2,120 17 0.0% 0.0% 283 +1,098 107.44% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 2,078 17 0.0% 0.0% 284 +1,084 109.05% Q4 2025 Jan 07, 2026
Founders Capital Management History New 2,000 16 0.01% 286 +2,000 New Q4 2025 Jan 15, 2026
Security National Bank History New 1,919 16 0.0% 287 +1,919 New Q4 2025 Feb 05, 2026
Salomon & Ludwin, LLC History Added to 1,989 16 0.0% 0.0% 288 +1,587 394.78% Q4 2025 Jan 28, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 1,906 15 0.0% 289 +1,906 New Q4 2025 Feb 02, 2026
Caitong International Asset Management Co., Ltd History Added to 1,824 15 0.0% 290 +1,765 2991.53% Q4 2025 Mar 03, 2026
Farther Finance Advisors, LLC History Added to 1,761 14 0.0% 292 +1,694 2528.36% Q4 2025 Jan 23, 2026
MAI Capital Management History Added to 1,706 14 0.0% 0.0% 291 +22 1.31% Q4 2025 Feb 13, 2026
Quarry LP History Reduced 1,490 12 0.0% 0.01% 293 -2,662 -64.11% Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Reduced 1,546 12 0.0% 0.0% 294 -33 -2.09% Q4 2025 Jan 08, 2026
ASSETMARK, INC History New 1,334 11 0.0% 295 +1,334 New Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History Added to 1,348 11 0.0% 0.0% 296 +100 8.01% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Added to 1,310 10 0.0% 0.0% 298 +1,157 756.21% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History Added to 1,179 10 0.0% 0.0% 297 +611 107.57% Q4 2025 Feb 05, 2026
Physician Wealth Advisors, Inc. History Added to 1,088 9 0.0% 0.0% 300 +773 245.4% Q4 2025 Jan 29, 2026
EverSource Wealth Advisors, LLC History Added to 1,127 9 0.0% 0.0% 299 +5 0.45% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Added to 1,028 8 0.0% 0.0% 302 +133 14.86% Q4 2025 Feb 03, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1,000 8 0.0% 0.0% 301 0 0.0% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 900 7 0.0% 305 +900 New Q4 2025 Feb 11, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 845 7 0.0% 304 +780 1200.0% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Added to 881 7 0.0% 0.0% 303 +613 228.73% Q4 2025 Feb 09, 2026
ORG Partners LLC History Reduced 835 7 0.0% 0.0% 306 -5 -0.6% Q4 2025 Jan 14, 2026
Sound Income Strategies, LLC History New 810 6 0.0% 309 +810 New Q4 2025 Jan 21, 2026
Prestige Wealth Management Group LLC History Added to 776 6 0.0% 0.0% 311 +483 164.85% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 717 6 0.0% 0.0% 310 +318 79.7% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Added to 772 6 0.0% 0.0% 308 +312 67.83% Q4 2025 Feb 13, 2026
FIRST HORIZON CORP History Added to 804 6 0.0% 0.0% 307 +151 23.12% Q4 2025 Jan 27, 2026
Cornerstone Financial Management LLC History New 602 5 0.0% 312 +602 New Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 490 4 0.0% 315 +485 9700.0% Q4 2025 Jan 13, 2026
IFP Advisors, Inc History Reduced 503 4 0.0% 0.0% 314 -150 -22.97% Q4 2025 Feb 06, 2026
Atlantic Union Bankshares Corp History Added to 520 4 0.0% 0.0% 313 +6 1.17% Q4 2025 Feb 04, 2026
Optiver Holding B.V. History Reduced 454 3 0.0% 0.0% 318 -514 -53.1% Q4 2025 Feb 17, 2026
Private Wealth Asset Management, LLC History New 476 3 0.0% 319 +476 New Q4 2025 Feb 10, 2026
Private Wealth Management Group, LLC History New 415 3 0.0% 321 +415 New Q4 2025 Jan 23, 2026
Avion Wealth History New 396 3 0.0% 317 +396 New Q4 2025 Jan 23, 2026
Bare Financial Services, Inc History Added to 419 3 0.0% 320 +367 705.77% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 389 3 0.0% 0.0% 316 +109 38.93% Q4 2025 Feb 10, 2026
LRI Investments, LLC History New 318 2 0.0% 322 +318 New Q4 2025 Feb 04, 2026
Rockefeller Capital Management L.P. History Reduced 151 1 0.0% 0.0% 325 -8,634 -98.28% Q4 2025 Mar 16, 2026
Vermillion Wealth Management, Inc. History New 200 1 0.0% 324 +200 New Q4 2025 Feb 11, 2026
Kilter Group LLC History Added to 213 1 0.0% 332 +158 287.27% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Added to 188 1 0.0% 330 +146 347.62% Q4 2025 Jan 15, 2026
Cedar Mountain Advisors, LLC History Added to 143 1 0.0% 326 +80 126.98% Q4 2025 Feb 11, 2026
Covestor Ltd History Added to 69 1 0.0% 329 +51 283.33% Q4 2025 Feb 06, 2026
Root Financial Partners, LLC History Reduced 206 1 0.0% 0.0% 331 -40 -16.26% Q4 2025 Feb 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 124 1 0.0% 323 +24 24.0% Q4 2025 Feb 03, 2026
Blue Trust, Inc. History No change 215 1 0.0% 0.0% 327 0 0.0% Q4 2025 Jan 16, 2026
Corsicana & Co. History No change 180 1 0.0% 0.0% 328 0 0.0% Q4 2025 Jan 07, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.01% -1,055,773 -100.0% Q3 2025 Nov 13, 2025
Alyeska Investment Group, L.P. History Closed out 0 0 0.02% -640,957 -100.0% Q3 2025 Nov 17, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.01% -380,564 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.01% -368,051 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -345,498 -100.0% Q3 2025 Nov 14, 2025
Verition Fund Management LLC History Closed out 0 0 0.01% -245,810 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.03% -206,394 -100.0% Q3 2025 Nov 14, 2025
Concentric Capital Strategies, LP History Closed out 0 0 0.07% -186,300 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -56,478 -100.0% Q3 2025 Nov 14, 2025
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -35,669 -100.0% Q3 2025 Nov 13, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -24,868 -100.0% Q3 2025 Oct 30, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.04% -23,388 -100.0% Q3 2025 Nov 14, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.05% -21,833 -100.0% Q3 2025 Nov 13, 2025
VestGen Advisors, LLC History Closed out 0 0 0.0% -16,600 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.01% -15,952 -100.0% Q3 2025 Nov 14, 2025
JOHNSON INVESTMENT COUNSEL INC History Closed out 0 0 0.0% -15,842 -100.0% Q3 2025 Nov 06, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.01% -14,812 -100.0% Q3 2025 Nov 14, 2025
Atom Investors LP History Closed out 0 0 0.01% -12,458 -100.0% Q3 2025 Nov 14, 2025
Olympiad Research LP History Closed out 0 0 0.15% -12,452 -100.0% Q3 2025 Oct 30, 2025
Caitlin John, LLC History Closed out 0 0 0.02% -3,000 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -2,691 -100.0% Q3 2025 Oct 21, 2025
CULLEN/FROST BANKERS, INC. History Closed out 0 0 0.0% -626 -100.0% Q3 2025 Oct 31, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -261 -100.0% Q3 2025 Nov 18, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -180 -100.0% Q3 2025 Nov 14, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -136 -100.0% Q3 2025 Dec 15, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -132 -100.0% Q3 2025 Nov 10, 2025
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -122 -100.0% Q3 2025 Nov 13, 2025
Turning Point Benefit Group, Inc. History New 114 0 +114 New Q4 2025 Jan 30, 2026
Stone House Investment Management, LLC History Closed out 0 0 -100 -100.0% Q3 2025 Oct 27, 2025
Clearstead Advisors, LLC History Reduced 14 0 -68 -82.93% Q4 2025 Feb 09, 2026
Bell Investment Advisors, Inc History New 64 0 +64 New Q4 2025 Feb 24, 2026
OPTIMA CAPITAL LLC History New 64 0 +64 New Q4 2025 Jan 23, 2026
Rialto Wealth Management, LLC History Reduced 4 0 -60 -93.75% Q4 2025 Jan 12, 2026
CIBC Private Wealth Group LLC History New 59 0 +59 New Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History Reduced 90 0 0.0% -50 -35.71% Q4 2025 Jan 22, 2026
Keating Financial Advisory Services, Inc. History New 41 0 +41 New Q4 2025 Feb 09, 2026
Capital Advisors, Ltd. LLC History New 28 0 +28 New Q4 2025 Jan 21, 2026
JFS WEALTH ADVISORS, LLC History Added to 63 0 +22 53.66% Q4 2025 Jan 14, 2026
Transamerica Financial Advisors, LLC History New 17 0 +17 New Q4 2025 Feb 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 8 0 +8 New Q4 2025 Feb 11, 2026
Cloud Capital Management, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 03, 2025
Dunhill Financial, LLC History New 4 0 +4 New Q4 2025 Jan 29, 2026
HFM Investment Advisors, LLC History Reduced 4 0 -4 -50.0% Q4 2025 Feb 05, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 1 0 +1 New Q4 2025 Jan 12, 2026
Bay Harbor Wealth Management, LLC History Added to 8 0 +1 14.29% Q4 2025 Feb 02, 2026
TFC Financial Management, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 24, 2025
HARBOUR INVESTMENTS, INC. History No change 21 0 0 0.0% Q4 2025 Feb 09, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 108 0 0.0% 0 0.0% Q4 2025 Feb 11, 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 9 0 0 0.0% Q4 2025 Jan 16, 2026
Federation des caisses Desjardins du Quebec History No change 50 0 0 0.0% Q4 2025 Feb 12, 2026
Hughes Financial Services, LLC History No change 119 0 0.0% 0 0.0% Q4 2025 Feb 11, 2026