CRISPR Therapeutics AG - CRSP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 64 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
ARK Investment Management LLC History Added to 10,522,057 551,776 3.66% 3.78% 1 +735,084 7.51% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Added to 7,508,178 393,728 0.01% 0.01% 2 +458,033 6.5% Q4 2025 Feb 12, 2026
Orbis Allan Gray Ltd History Added to 5,950,145 312,025 1.31% 1.39% 3 +968,060 19.43% Q4 2025 Feb 17, 2026
Capital International Investors History Added to 5,892,745 309,015 0.05% 0.06% 4 +243,487 4.31% Q4 2025 Feb 11, 2026
STATE STREET CORP History Reduced 3,753,440 196,830 0.01% 0.01% 5 -253,793 -6.33% Q4 2025 Feb 13, 2026
GSK plc History New 3,220,627 168,889 21.14% 6 +3,220,627 New Q4 2025 Feb 12, 2026
UBS Group AG History Added to 2,524,144 132,366 0.02% 0.02% 7 +100,580 4.15% Q4 2025 Jan 29, 2026
VANGUARD GROUP INC History Reduced 2,268,394 118,954 0.0% 0.0% 8 -96,251 -4.07% Q4 2025 Jan 29, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,249,223 117,970 0.01% 0.01% 9 +108,053 5.05% Q4 2025 Feb 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,098,271 110,033 0.01% 0.02% 10 +27,447 1.33% Q4 2025 Feb 17, 2026
SR ONE CAPITAL MANAGEMENT, LP History No change 2,038,763 106,912 15.14% 19.11% 11 0 0.0% Q4 2025 Feb 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 1,958,111 102,683 0.06% 0.08% 12 -205,564 -9.5% Q4 2025 Jan 23, 2026
Amova Asset Management Americas, Inc. History Reduced 1,958,111 102,605 1.19% 1.36% 13 -205,564 -9.5% Q4 2025 Feb 11, 2026
FMR LLC History Added to 1,953,957 102,465 0.01% 0.01% 14 +68,294 3.62% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 1,845,364 96,771 0.06% 0.13% 15 -1,437,220 -43.78% Q4 2025 Feb 19, 2026
CITADEL ADVISORS LLC History Reduced 1,604,585 84,144 0.01% 0.02% 16 -301,516 -15.82% Q4 2025 Feb 17, 2026
EcoR1 Capital, LLC History No change 1,389,276 72,853 3.31% 4.32% 17 0 0.0% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,096,887 57,520 0.0% 0.01% 18 -197,432 -15.25% Q4 2025 Feb 17, 2026
NEA Management Company, LLC History No change 1,058,570 55,511 2.83% 3.76% 19 0 0.0% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,030,182 54,022 0.01% 0.01% 20 +44,412 4.51% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 907,107 47,572 0.01% 0.01% 21 +30,078 3.43% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Added to 904,600 47,437 0.01% 0.01% 22 +377,600 71.65% Q4 2025 Feb 12, 2026
LOOMIS SAYLES & CO L P History Reduced 899,331 47,160 0.06% 0.07% 23 -10,383 -1.14% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 755,105 39,597 0.01% 0.01% 24 -24,825 -3.18% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 702,908 36,860 0.04% 0.01% 25 +530,108 306.78% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Added to 677,900 35,549 0.01% 0.02% 26 +15,600 2.36% Q4 2025 Jan 29, 2026
MORGAN STANLEY History Reduced 667,060 34,980 0.0% 0.01% 27 -730,799 -52.28% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 596,154 31,262 0.0% 0.0% 28 +2,738 0.46% Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History Added to 581,954 30,517 0.05% 0.06% 29 +98,812 20.45% Q4 2025 Feb 12, 2026
Caption Management, LLC History Added to 550,600 28,873 0.2% 0.27% 30 +7,000 1.29% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 58,427 28,512 0.03% 0.06% 31 +39,674 211.56% Q4 2025 Feb 17, 2026
NORGES BANK History New 490,206 25,706 0.0% 32 +490,206 New Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 470,621 24,679 0.03% 0.1% 33 -574,068 -54.95% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 411,300 21,568 0.01% 0.02% 34 -19,200 -4.46% Q4 2025 Feb 17, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 389,519 20,426 1.41% 1.24% 35 +106,408 37.59% Q4 2025 Feb 12, 2026
PEAK6 LLC History Reduced 370,974 19,453 0.04% 0.05% 36 -164,526 -30.72% Q4 2025 Mar 12, 2026
BARCLAYS PLC History Reduced 344,988 18,091 0.0% 0.01% 37 -150,363 -30.35% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 322,500 16,911 0.01% 0.01% 38 -37,500 -10.42% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 318,978 16,727 0.0% 0.0% 39 +15,700 5.18% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 310,954 16,306 0.0% 0.0% 40 +6,347 2.08% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 297,244 15,568 0.0% 0.0% 41 -14,619 -4.69% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 275,632 14,454 0.0% 0.0% 42 +18,790 7.32% Q4 2025 Mar 25, 2026
Align Financial, LLC History New 13,110 13,110 0.01% 43 +13,110 New Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 249,548 13,086 0.18% 0.3% 44 +10,586 4.43% Q4 2025 Feb 06, 2026
Nuveen, LLC History Added to 183,384 9,616 0.0% 0.0% 45 +543 0.3% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History Reduced 167,464 9,020 0.01% 0.01% 46 -25,129 -13.05% Q4 2025 Jan 29, 2026
LPL Financial LLC History Reduced 170,831 8,958 0.0% 0.0% 47 -46,030 -21.23% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 167,148 8,765 0.0% 0.0% 48 +57,318 52.19% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 165,565 8,682 0.0% 49 +165,565 New Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 162,400 8,516 0.02% 0.07% 50 -410,572 -71.66% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 161,500 8,469 0.01% 0.01% 51 +2,400 1.51% Q4 2025 Feb 12, 2026
TD ASSET MANAGEMENT INC History Reduced 158,416 8,307 0.01% 0.01% 52 -16,200 -9.28% Q4 2025 Feb 10, 2026
Contrarius Group Holdings Ltd History Reduced 156,605 8,212 0.4% 0.79% 53 -113,745 -42.07% Q4 2025 Feb 11, 2026
Walleye Trading LLC History Reduced 149,510 7,840 0.01% 0.02% 54 -22,590 -13.13% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 148,901 7,808 0.0% 55 +148,901 New Q4 2025 Feb 13, 2026
Versant Venture Management, LLC History No change 148,831 7,804 5.17% 4.54% 56 0 0.0% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 132,693 6,958 0.0% 0.0% 57 +72,204 119.37% Q4 2025 Feb 13, 2026
Marex Group plc History Added to 127,546 6,688 0.04% 0.06% 58 +3,777 3.05% Q4 2025 Feb 12, 2026
No Street GP LP History New 125,000 6,555 0.44% 59 +125,000 New Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 118,778 6,228 0.01% 0.01% 60 -5,129 -4.14% Q4 2025 Feb 13, 2026
Reynders McVeigh Capital Management, LLC History Added to 116,514 6,110 0.29% 0.34% 61 +3,514 3.11% Q4 2025 Feb 02, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 116,104 6,088 0.0% 0.0% 62 +6,732 6.16% Q4 2025 Feb 12, 2026
DIADEMA PARTNERS LP History Added to 112,700 5,909 1.02% 1.86% 63 +700 0.63% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 112,667 5,908 0.01% 0.02% 64 -35,864 -24.15% Q4 2025 Mar 16, 2026
TUDOR INVESTMENT CORP ET AL History Added to 108,468 5,688 0.01% 27.53% 65 +16,968 18.54% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 107,259 5,624 0.03% 0.04% 66 -11,154 -9.42% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History New 102,850 5,393 0.08% 67 +102,850 New Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Reduced 101,014 5,297 0.02% 0.03% 68 -53,281 -34.53% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 89,356 5,199 0.01% 0.01% 69 +5,340 6.36% Q4 2025 Jan 08, 2026
Beck Bode, LLC History New 98,801 5,181 0.86% 70 +98,801 New Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History Added to 96,357 5,052 0.0% 0.0% 71 +10,023 11.61% Q4 2025 Feb 17, 2026
Capital International Sarl History Reduced 94,769 4,969 0.08% 0.11% 72 -4,888 -4.9% Q4 2025 Feb 11, 2026
Baker Chad R History Added to 93,270 4,961 0.89% 1.04% 73 +65 0.07% Q4 2025 Jan 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 92,402 4,845 0.01% 0.0% 74 +43,302 88.19% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 89,708 4,708 0.01% 0.01% 75 -9,496 -9.57% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 87,911 4,610 0.0% 0.0% 76 -4,568 -4.94% Q4 2025 Feb 09, 2026
VAN ECK ASSOCIATES CORP History Added to 85,831 4,501 0.0% 0.01% 77 +2,187 2.61% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 84,940 4,455 0.0% 0.0% 78 +8,405 10.98% Q4 2025 Feb 17, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History Added to 84,390 4,425 0.27% 0.29% 79 +12,051 16.66% Q4 2025 Feb 17, 2026
Neo Ivy Capital Management History New 78,726 4,128 0.65% 80 +78,726 New Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 78,113 4,096 0.01% 0.01% 81 +9,016 13.05% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 78,123 4,096 0.0% 0.0% 82 +3,212 4.29% Q4 2025 Feb 17, 2026
Slow Capital, Inc. History Added to 76,630 4,018 0.48% 0.56% 83 +3,343 4.56% Q4 2025 Jan 26, 2026
DEUTSCHE BANK AG\ History Added to 70,492 3,696 0.0% 0.0% 84 +5,690 8.78% Q4 2025 Feb 11, 2026
NWAM LLC History Reduced 61,843 3,379 0.19% 0.41% 85 -39,926 -39.23% Q4 2025 Feb 04, 2026
Cetera Investment Advisers History Added to 63,913 3,351 0.0% 0.0% 86 +83 0.13% Q4 2025 Feb 17, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 63,336 3,321 0.02% 0.03% 87 -4,774 -7.01% Q4 2025 Jan 09, 2026
Invesco Ltd. History Reduced 60,796 3,188 0.0% 0.0% 88 -4,531 -6.94% Q4 2025 Feb 19, 2026
Jefferies Financial Group Inc. History No change 60,000 3,146 0.02% 0.02% 89 0 0.0% Q4 2025 Feb 09, 2026
OSAIC HOLDINGS, INC. History Added to 59,211 3,104 0.0% 0.0% 90 +3,273 5.85% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 57,489 3,014 0.0% 0.0% 91 +12,774 28.57% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 57,465 3,013 0.11% 0.25% 92 -39,969 -41.02% Q4 2025 Feb 06, 2026
GUGGENHEIM CAPITAL LLC History Reduced 57,021 2,990 0.02% 0.03% 93 -440 -0.77% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 56,572 2,966 0.0% 0.0% 94 -13,817 -19.63% Q4 2025 Feb 10, 2026
Green Alpha Advisors, LLC History Added to 55,737 2,922 2.68% 3.44% 95 +725 1.32% Q4 2025 Jan 07, 2026
CAPITAL INTERNATIONAL LTD /CA/ History Reduced 55,519 2,911 0.1% 0.14% 96 -6,033 -9.8% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History Added to 54,636 2,865 0.03% 0.04% 97 +416 0.77% Q4 2025 Feb 02, 2026
FIRST TRUST ADVISORS LP History New 54,325 2,848 0.0% 98 +54,325 New Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 52,180 2,736 0.0% 0.0% 99 +13,630 35.36% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 51,300 2,690 0.0% 100 +51,300 New Q4 2025 Feb 17, 2026
Curi Capital, LLC History Reduced 50,591 2,652 0.05% 0.06% 101 -892 -1.73% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 50,246 2,634 0.0% 0.01% 102 -8,080 -13.85% Q4 2025 Feb 17, 2026
Stonepine Capital Management, LLC History New 50,000 2,622 1.91% 103 +50,000 New Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 48,172 2,526 0.01% 0.01% 104 -3,495 -6.76% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 48,011 2,517 0.01% 0.02% 105 -224 -0.46% Q4 2025 Feb 12, 2026
DekaBank Deutsche Girozentrale History No change 40,745 2,396 0.0% 0.0% 106 0 0.0% Q4 2025 Jan 28, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 44,408 2,329 0.01% 0.01% 107 -2,179 -4.68% Q4 2025 Feb 05, 2026
Privium Fund Management B.V. History Added to 42,874 2,248 0.41% 0.47% 108 +2,874 7.19% Q4 2025 Feb 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 41,530 2,177 0.0% 109 +41,530 New Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 41,300 2,165 0.01% 0.01% 110 +2,800 7.27% Q4 2025 Feb 17, 2026
Palo Alto Investors LP History No change 41,226 2,161 0.3% 0.49% 111 0 0.0% Q4 2025 Feb 17, 2026
Qsemble Capital Management, LP History New 40,586 2,128 0.18% 112 +40,586 New Q4 2025 Feb 05, 2026
State of New Jersey Common Pension Fund D History Added to 40,338 2,115 0.01% 0.01% 113 +68 0.17% Q4 2025 Jan 30, 2026
Wealth Enhancement Trust Services, Inc. History New 38,753 2,032 0.26% 114 +38,753 New Q4 2025 Jan 27, 2026
PROFUND ADVISORS LLC History Added to 38,110 1,998 0.06% 0.07% 115 +4,766 14.29% Q4 2025 Feb 06, 2026
West Family Investments, Inc. History No change 35,500 1,861 0.44% 77.86% 116 0 0.0% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 34,761 1,822 0.0% 0.0% 117 +29,712 588.47% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History No change 34,774 1,822 0.0% 0.0% 118 0 0.0% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 34,072 1,786 0.0% 0.0% 119 -2,414 -6.62% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 33,424 1,752 0.0% 0.01% 120 -315 -0.93% Q4 2025 Feb 17, 2026
Capital International, Inc./CA/ History Reduced 32,979 1,729 0.01% 0.02% 121 -725 -2.15% Q4 2025 Feb 11, 2026
Walleye Capital LLC History Added to 32,800 1,720 0.01% 0.0% 122 +15,600 90.7% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 32,039 1,680 0.0% 0.0% 123 -117 -0.36% Q4 2025 Jan 27, 2026
Bouvel Investment Partners, LLC History Reduced 31,590 1,656 0.48% 0.63% 124 -157 -0.49% Q4 2025 Jan 23, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 31,015 1,626 0.03% 0.04% 125 -6,479 -17.28% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 30,492 1,599 0.0% 0.0% 126 -55,790 -64.66% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 30,444 1,596 0.0% 0.0% 127 -11,589 -27.57% Q4 2025 Feb 17, 2026
BRAVE ASSET MANAGEMENT INC History Added to 30,434 1,595 0.38% 0.43% 128 +3,000 10.94% Q4 2025 Jan 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 28,412 1,489 0.0% 0.0% 129 +93 0.33% Q4 2025 Feb 18, 2026
BLUE JEAN FINANCIAL LLC History New 28,037 1,470 1.19% 131 +28,037 New Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 28,044 1,470 0.01% 0.01% 130 +5,140 22.44% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 28,000 1,468 0.0% 0.0% 132 +1,800 6.87% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History New 27,972 1,466 0.0% 133 +27,972 New Q4 2025 Feb 12, 2026
Hennion & Walsh Asset Management, Inc. History Added to 27,711 1,453 0.05% 0.06% 134 +3,751 15.66% Q4 2025 Jan 14, 2026
HighTower Advisors, LLC History Added to 27,509 1,442 0.0% 0.0% 135 +783 2.93% Q4 2025 Feb 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 26,987 1,415 0.0% 0.0% 136 +1,961 7.84% Q4 2025 Feb 10, 2026
Handelsbanken Fonder AB History Added to 26,900 1,411 0.0% 0.0% 137 +3,000 12.55% Q4 2025 Feb 06, 2026
Creative Planning History Reduced 26,889 1,410 0.0% 0.0% 138 -2,714 -9.17% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 26,341 1,381 0.02% 0.02% 139 +8,926 51.25% Q4 2025 Jan 29, 2026
Engineers Gate Manager LP History New 25,950 1,360 0.02% 140 +25,950 New Q4 2025 Feb 17, 2026
B & T Capital Management DBA Alpha Capital Management History Added to 25,803 1,353 0.19% 0.08% 141 +17,718 219.15% Q4 2025 Feb 13, 2026
Ipswich Investment Management Co., Inc. History Reduced 25,033 1,312 0.3% 0.38% 142 -165 -0.65% Q4 2025 Jan 16, 2026
FRANKLIN RESOURCES INC History Reduced 24,546 1,287 0.0% 0.0% 143 -1,271 -4.92% Q4 2025 Feb 11, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 23,915 1,254 0.01% 0.01% 144 -1,204 -4.79% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 23,566 1,235 0.05% 0.06% 145 +400 1.73% Q4 2025 Feb 09, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 23,515 1,233 0.0% 0.0% 147 -5,296 -18.38% Q4 2025 Feb 12, 2026
STRS OHIO History No change 23,523 1,233 0.0% 0.01% 146 0 0.0% Q4 2025 Feb 02, 2026
Police & Firemen's Retirement System of New Jersey History Added to 23,481 1,231 0.01% 0.01% 148 +580 2.53% Q4 2025 Feb 13, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 23,234 1,218 0.14% 0.19% 149 -52 -0.22% Q4 2025 Jan 26, 2026
CLOUGH CAPITAL PARTNERS L P History No change 23,000 1,206 0.11% 0.13% 150 0 0.0% Q4 2025 Feb 17, 2026
Hedges Asset Management LLC History Added to 22,775 1,194 0.84% 1.12% 152 +275 1.22% Q4 2025 Jan 27, 2026
Asset Management One Co., Ltd. History No change 22,132 1,194 0.0% 0.0% 151 0 0.0% Q4 2025 Jan 27, 2026
Arizona State Retirement System History Reduced 22,677 1,189 0.01% 0.01% 153 -1,590 -6.55% Q4 2025 Jan 28, 2026
Janney Montgomery Scott LLC History Added to 22,292 1,169 0.0% 0.0% 154 +2,925 15.1% Q4 2025 Feb 11, 2026
Leonteq Securities AG History New 22,020 1,154 0.04% 155 +22,020 New Q4 2025 Feb 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 21,361 1,120 0.0% 0.0% 156 0 0.0% Q4 2025 Feb 12, 2026
Intesa Sanpaolo S.p.A. History New 21,000 1,116 0.06% 157 +21,000 New Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 20,825 1,092 0.0% 0.0% 158 +2,843 15.81% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 20,746 1,087 0.0% 0.0% 159 -7,626 -26.88% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 20,636 1,082 0.0% 0.01% 160 +1,528 8.0% Q4 2025 Feb 13, 2026
China Universal Asset Management Co., Ltd. History Added to 20,529 1,076 0.08% 0.09% 161 +4,587 28.77% Q4 2025 Jan 29, 2026
ProShare Advisors LLC History Added to 20,447 1,072 0.0% 0.0% 162 +2,594 14.53% Q4 2025 Feb 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 19,939 1,045 0.05% 163 +19,939 New Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 19,880 1,042 0.01% 0.01% 164 +5,550 38.73% Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History Added to 19,059 999 0.02% 0.02% 165 +367 1.96% Q4 2025 Jan 16, 2026
AMERICAN CENTURY COMPANIES INC History No change 18,021 945 0.0% 0.0% 166 0 0.0% Q4 2025 Feb 13, 2026
Main Management ETF Advisors, LLC History Added to 18,009 944 0.03% 0.04% 167 +184 1.03% Q4 2025 Feb 10, 2026
Banque Cantonale Vaudoise History Added to 17,690 928 0.03% 0.04% 168 +127 0.72% Q4 2025 Feb 06, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History New 17,500 917 0.78% 169 +17,500 New Q4 2025 Feb 06, 2026
KLP KAPITALFORVALTNING AS History No change 17,200 901 0.0% 0.0% 170 0 0.0% Q4 2025 Jan 28, 2026
Generali Investments Towarzystwo Funduszy Inwestycyjnych History Reduced 17,000 891 0.43% 0.62% 171 -1,000 -5.56% Q4 2025 Jan 26, 2026
Mariner, LLC History Added to 16,909 885 0.0% 0.0% 172 +2,877 20.5% Q4 2025 Feb 13, 2026
Moran Wealth Management, LLC History Reduced 16,585 869 0.03% 0.04% 173 -5,112 -23.56% Q4 2025 Jan 26, 2026
Virtu Financial LLC History New 16,444 862 0.03% 174 +16,444 New Q4 2025 Feb 23, 2026
Inspire Advisors, LLC History Added to 16,372 858 0.08% 0.09% 175 +2,513 18.13% Q4 2025 Feb 13, 2026
Farrow Financial, Inc. History Reduced 16,130 845 0.49% 0.63% 176 -570 -3.41% Q4 2025 Jan 27, 2026
Kassira Wealth Management LLC History Reduced 15,188 796 0.76% 0.98% 177 -557 -3.54% Q4 2025 Feb 03, 2026
MYDA Advisors LLC History New 15,000 786 0.15% 178 +15,000 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 14,844 778 0.01% 0.01% 179 +1,024 7.41% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 14,507 760 0.01% 0.01% 180 +114 0.79% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 13,934 730 0.0% 0.02% 181 -61,044 -81.42% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 13,834 725 0.0% 0.0% 182 -6,885 -33.23% Q4 2025 Jan 09, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 13,811 724 0.0% 0.0% 183 +984 7.67% Q4 2025 Feb 05, 2026
HSBC HOLDINGS PLC History Added to 13,720 722 0.0% 0.0% 184 +4,114 42.83% Q4 2025 Mar 20, 2026
SteelPeak Wealth, LLC History Added to 13,232 693 0.02% 0.02% 185 +3,295 33.16% Q4 2025 Jan 20, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 13,022 682 0.01% 0.02% 186 +764 6.23% Q4 2025 Feb 19, 2026
Vontobel Holding Ltd. History Added to 13,002 681 0.0% 0.0% 187 +8,301 176.58% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 12,936 678 0.0% 0.01% 188 +110 0.86% Q4 2025 Feb 18, 2026
SEI INVESTMENTS CO History Added to 12,658 663 0.0% 0.0% 189 +516 4.25% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 12,591 660 0.0% 0.0% 191 +4,489 55.41% Q4 2025 Feb 12, 2026
SFE Investment Counsel History Added to 12,600 660 0.1% 0.12% 190 +1,040 9.0% Q4 2025 Feb 05, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 12,150 637 0.0% 0.01% 192 -7,985 -39.66% Q4 2025 Jan 28, 2026
Jacobs Equity LLC History New 12,090 634 0.61% 193 +12,090 New Q4 2025 Feb 19, 2026
Virtus Investment Advisers, LLC History Added to 12,056 632 0.17% 0.2% 194 +1,291 11.99% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Reduced 11,948 626 0.04% 0.08% 195 -4,290 -26.42% Q4 2025 Jan 21, 2026
Capital Group Investment Management Pte. Ltd. History Reduced 11,707 613 0.1% 0.14% 196 -1,236 -9.55% Q4 2025 Feb 11, 2026
Koss-Olinger Consulting, LLC History Reduced 11,447 600 0.05% 0.17% 199 -30,750 -72.87% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 11,446 600 0.0% 0.0% 197 +2,033 21.6% Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 11,458 600 0.01% 0.01% 198 +1,250 12.25% Q4 2025 Jan 29, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 906 598 0.29% 200 +906 New Q4 2025 Jan 09, 2026
Sanctuary Advisors, LLC History Added to 11,176 586 0.0% 0.0% 201 +2,544 29.47% Q4 2025 Jan 29, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 11,100 582 0.01% 0.01% 202 0 0.0% Q4 2025 Jan 22, 2026
FEDERATED HERMES, INC. History Reduced 10,931 573 0.0% 0.0% 203 -11,614 -51.51% Q4 2025 Feb 12, 2026
WCG Wealth Advisors LLC History New 10,937 573 0.02% 204 +10,937 New Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Reduced 10,468 548 0.0% 0.01% 205 -359,751 -97.17% Q4 2025 Feb 12, 2026
Hilltop Holdings Inc. History New 10,322 541 0.03% 206 +10,322 New Q4 2025 Feb 17, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 10,239 536 0.01% 0.01% 207 -443 -4.15% Q4 2025 Feb 11, 2026
CIBC WORLD MARKET INC. History Reduced 10,018 525 0.0% 0.0% 208 -1,934 -16.18% Q4 2025 Feb 10, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 10,000 524 0.02% 209 +10,000 New Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Reduced 9,933 520 0.0% 0.01% 210 -524 -5.01% Q4 2025 Jan 26, 2026
HUB Investment Partners, LLC History Added to 9,811 514 0.01% 0.01% 211 +3,215 48.74% Q4 2025 Feb 17, 2026
WINCAP FINANCIAL LLC History Added to 9,790 513 0.35% 0.42% 212 +378 4.02% Q4 2025 Jan 14, 2026
Arkadios Wealth Advisors History Reduced 9,617 504 0.01% 0.02% 213 -951 -9.0% Q4 2025 Feb 13, 2026
PSP Research LLC History New 9,580 502 0.44% 215 +9,580 New Q4 2025 Feb 06, 2026
PRUDENTIAL FINANCIAL INC History Added to 9,580 502 0.0% 0.0% 214 +1,045 12.24% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 9,550 500 0.0% 217 +9,550 New Q4 2025 Feb 05, 2026
Jasper Ridge Partners, L.P. History Reduced 9,539 500 0.01% 0.02% 216 -1,138 -10.66% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 9,229 483 0.01% 0.01% 218 +549 6.32% Q4 2025 Feb 02, 2026
Wealthfront Advisers LLC History Added to 9,147 479 0.0% 0.0% 219 +1,688 22.63% Q4 2025 Jan 30, 2026
PFG Investments, LLC History Reduced 9,026 473 0.02% 0.03% 220 -20 -0.22% Q4 2025 Jan 26, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,961 470 0.0% 0.0% 221 0 0.0% Q4 2025 Feb 13, 2026
Tyche Wealth Partners LLC History Reduced 8,950 469 0.07% 0.11% 222 -850 -8.67% Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History Added to 8,906 467 0.01% 0.01% 223 +847 10.51% Q4 2025 Feb 03, 2026
Farther Finance Advisors, LLC History Added to 8,740 458 0.0% 0.01% 224 +1,235 16.46% Q4 2025 Jan 23, 2026
Man Group plc History New 8,589 450 0.0% 225 +8,589 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 8,566 449 0.0% 0.0% 226 +460 5.67% Q4 2025 Mar 09, 2026
Manhattan West Asset Management, LLC History Added to 8,451 443 0.09% 0.1% 227 +1,310 18.34% Q4 2025 Feb 02, 2026
CHOREO, LLC History Added to 8,089 430 0.01% 0.01% 228 +443 5.79% Q4 2025 Jan 23, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History Reduced 8,085 423 0.1% 0.12% 229 -194 -2.34% Q4 2025 Feb 18, 2026
Jupiter Wealth Management LLC History No change 8,500 415 0.18% 0.26% 230 0 0.0% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 7,713 404 0.0% 0.0% 231 +1,082 16.32% Q4 2025 Feb 06, 2026
Apollon Wealth Management, LLC History Added to 7,632 400 0.01% 0.01% 232 +747 10.85% Q4 2025 Jan 22, 2026
Fund Advisors of America Inc/FL History New 7,583 397 0.36% 233 +7,583 New Q4 2025 Mar 13, 2026
Sunbelt Securities, Inc. History No change 7,507 393 0.03% 0.03% 234 0 0.0% Q4 2025 Feb 20, 2026
Arete Wealth Advisors, LLC History Added to 7,480 392 0.02% 0.03% 235 +110 1.49% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Added to 7,327 384 0.04% 0.05% 236 +382 5.5% Q4 2025 Jan 09, 2026
Independent Advisor Alliance History Reduced 7,322 383 0.01% 0.01% 237 -118 -1.59% Q4 2025 Feb 04, 2026
Ameritas Investment Partners, Inc. History Added to 7,197 377 0.01% 0.01% 238 +282 4.08% Q4 2025 Feb 11, 2026
Interchange Capital Partners, LLC History Added to 7,154 375 0.07% 0.09% 239 +151 2.16% Q4 2025 Jan 30, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 6,973 366 0.0% 0.01% 240 0 0.0% Q4 2025 Feb 10, 2026
XPONANCE LLC History Added to 6,912 362 0.0% 0.0% 241 +416 6.4% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 6,892 361 0.02% 0.03% 242 +58 0.85% Q4 2025 Jan 20, 2026
Quantinno Capital Management LP History Added to 6,726 352 0.0% 0.0% 243 +2,005 42.47% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 6,478 339 0.0% 244 +6,478 New Q4 2025 Feb 17, 2026
Scientech Research LLC History New 6,337 332 0.21% 245 +6,337 New Q4 2025 Feb 17, 2026
Summit Financial, LLC History Added to 6,190 324 0.0% 0.0% 246 +1,434 30.15% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History Added to 6,140 323 0.05% 0.06% 247 +100 1.66% Q4 2025 Jan 23, 2026
Buck Wealth Strategies, LLC History New 6,112 320 0.04% 248 +6,112 New Q4 2025 Feb 03, 2026
D.A. DAVIDSON & CO. History Added to 5,971 313 0.0% 0.0% 249 +592 11.01% Q4 2025 Jan 29, 2026
Mason & Associates Inc History Added to 5,924 310 0.06% 0.08% 250 +24 0.41% Q4 2025 Feb 05, 2026
Intellectus Partners, LLC History Added to 5,845 306 0.06% 0.07% 251 +200 3.54% Q4 2025 Feb 10, 2026
CIBC WORLD MARKETS CORP History New 5,767 302 0.0% 252 +5,767 New Q4 2025 Feb 12, 2026
HighPoint Advisor Group LLC History Added to 5,761 302 0.01% 0.02% 254 +793 15.96% Q4 2025 Feb 04, 2026
Equitable Holdings, Inc. History Reduced 5,764 302 0.0% 0.0% 253 -262 -4.35% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 5,731 300 0.0% 0.0% 255 -46 -0.8% Q4 2025 Jan 30, 2026
Advisors Asset Management, Inc. History Added to 5,705 299 0.01% 0.01% 256 +1,051 22.58% Q4 2025 Feb 12, 2026
Cyndeo Wealth Partners, LLC History Added to 5,630 295 0.02% 0.01% 257 +1,640 41.1% Q4 2025 Jan 07, 2026
Alteri Wealth LLC History Added to 5,618 294 0.1% 0.12% 258 +12 0.21% Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History New 5,327 286 0.0% 259 +5,327 New Q4 2025 Jan 15, 2026
Stratos Wealth Advisors, LLC History No change 5,365 281 0.01% 0.02% 260 0 0.0% Q4 2025 Jan 20, 2026
Ensign Peak Advisors, Inc History Reduced 5,314 278 0.0% 0.0% 261 -10,150 -65.64% Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 5,187 275 0.0% 0.0% 262 -235 -4.33% Q4 2025 Feb 18, 2026
Centiva Capital, LP History Reduced 5,200 272 0.0% 0.02% 263 -20,000 -79.37% Q4 2025 Feb 13, 2026
Abel Hall, LLC History New 5,100 267 0.06% 264 +5,100 New Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 5,054 265 0.0% 0.01% 265 -677 -11.81% Q4 2025 Feb 13, 2026
Moors & Cabot, Inc. History Reduced 5,047 264 0.01% 0.01% 266 -108 -2.1% Q4 2025 Feb 10, 2026
CAPITAL ADVISORS INC/OK History Reduced 5,034 263 0.0% 0.01% 267 -105 -2.04% Q4 2025 Jan 15, 2026
LMR Partners LLP History New 5,000 262 0.0% 268 +5,000 New Q4 2025 Feb 17, 2026
Quantum Private Wealth, LLC History New 4,900 256 0.07% 269 +4,900 New Q4 2025 Feb 06, 2026
IVC Wealth Advisors LLC History Reduced 4,880 255 0.11% 0.14% 270 -114 -2.28% Q4 2025 Jan 16, 2026
SITTNER & NELSON, LLC History Added to 5,191 253 0.09% 0.12% 271 +140 2.77% Q4 2025 Feb 11, 2026
Ausdal Financial Partners, Inc. History Reduced 4,810 252 0.01% 0.02% 272 -309 -6.04% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Reduced 4,725 247 0.0% 0.01% 273 -1,127 -19.26% Q4 2025 Feb 09, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 4,576 246 0.0% 0.0% 274 -1,527 -25.02% Q4 2025 Feb 03, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 4,631 242 0.0% 0.0% 275 +1,115 31.71% Q4 2025 Jan 26, 2026
TRUIST FINANCIAL CORP History Added to 4,598 241 0.0% 0.0% 276 +1,060 29.96% Q4 2025 Feb 02, 2026
Kovack Advisors, Inc. History New 4,576 239 0.01% 277 +4,576 New Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 4,525 237 0.01% 0.01% 278 0 0.0% Q4 2025 Feb 09, 2026
Formidable Asset Management, LLC History New 3,648 236 0.03% 279 +3,648 New Q4 2025 Jan 16, 2026
MAI Capital Management History No change 4,459 233 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 13, 2026
Meeder Advisory Services, Inc. History Added to 4,392 230 0.01% 0.01% 281 +270 6.55% Q4 2025 Feb 11, 2026
Global Assets Advisory, LLC History New 4,350 228 0.07% 282 +4,350 New Q4 2025 Feb 09, 2026
Focus Partners Wealth History Reduced 4,267 226 0.0% 0.0% 283 -2,327 -35.29% Q4 2025 Feb 13, 2026
Signature Wealth Management Partners, LLC History New 4,250 222 0.11% 285 +4,250 New Q4 2025 Feb 02, 2026
CreativeOne Wealth, LLC History New 4,234 222 0.01% 284 +4,234 New Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History New 4,217 221 0.03% 286 +4,217 New Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 4,185 219 0.0% 0.0% 287 +89 2.17% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Added to 4,167 218 0.0% 0.01% 288 +153 3.81% Q4 2025 Jan 28, 2026
Aptus Capital Advisors, LLC History Reduced 4,147 217 0.0% 0.0% 289 -218 -4.99% Q4 2025 Feb 13, 2026
TWINBEECH CAPITAL LP History New 4,072 213 0.02% 290 +4,072 New Q4 2025 Feb 17, 2026
Ancora Advisors LLC History No change 4,016 210 0.0% 0.01% 291 0 0.0% Q4 2025 Feb 17, 2026
FIFTH LANE CAPITAL, LP History New 4,000 209 0.16% 292 +4,000 New Q4 2025 Feb 13, 2026
Buckland Partners Management Co LLC History New 4,000 209 0.12% 294 +4,000 New Q4 2025 Feb 17, 2026
Corient IA LLC History No change 4,000 209 0.2% 0.19% 293 0 0.0% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History New 3,847 207 0.01% 295 +3,847 New Q4 2025 Feb 12, 2026
Quadcap Wealth Management, LLC History Reduced 3,860 202 0.02% 0.05% 296 -3,270 -45.86% Q4 2025 Jan 29, 2026
Snowden Capital Advisors LLC History Reduced 3,843 201 0.01% 0.01% 297 -150 -3.76% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 3,621 190 0.0% 0.0% 298 +636 21.31% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History Reduced 3,558 186 0.0% 0.0% 299 -6,956 -66.16% Q4 2025 Feb 18, 2026
Whipplewood Advisors, LLC History No change 3,392 177 0.11% 0.14% 300 0 0.0% Q4 2025 Feb 17, 2026
Western Pacific Wealth Management, LP History No change 3,300 173 0.17% 0.21% 301 0 0.0% Q4 2025 Feb 04, 2026
Steward Partners Investment Advisory, LLC History Added to 3,053 160 0.0% 0.0% 302 +292 10.58% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 2,961 155 0.01% 303 +2,961 New Q4 2025 Jan 21, 2026
UMB Bank, n.a. History New 2,870 150 0.0% 304 +2,870 New Q4 2025 Feb 13, 2026
KBC Group NV History Added to 2,850 149 0.0% 0.0% 305 +626 28.15% Q4 2025 Jan 26, 2026
AMALGAMATED BANK History Added to 2,739 144 0.0% 0.0% 306 +57 2.13% Q4 2025 Feb 05, 2026
Atlantic Union Bankshares Corp History Reduced 2,652 139 0.0% 0.0% 307 -233 -8.08% Q4 2025 Feb 04, 2026
Turn8 Private Wealth Inc. History New 2,556 134 0.1% 308 +2,556 New Q4 2025 Feb 10, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,525 132 0.0% 0.0% 309 0 0.0% Q4 2025 Jan 15, 2026
PRIVATE TRUST CO NA History Reduced 2,513 131 0.01% 0.01% 310 -100 -3.83% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 2,424 127 0.0% 0.12% 311 -62,522 -96.27% Q4 2025 Feb 17, 2026
Financial Perspectives, Inc History No change 2,422 127 0.03% 0.04% 312 0 0.0% Q4 2025 Jan 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 2,400 125 0.01% 0.02% 313 -1,200 -33.33% Q4 2025 Jan 07, 2026
Federation des caisses Desjardins du Quebec History Added to 2,323 121 0.0% 0.0% 315 +69 3.06% Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 2,320 121 0.0% 0.0% 314 0 0.0% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History New 2,184 114 0.0% 316 +2,184 New Q4 2025 Feb 10, 2026
MCF Advisors LLC History Added to 2,187 114 0.01% 0.01% 317 +150 7.36% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Reduced 1,898 99 0.0% 0.0% 318 -183 -8.79% Q4 2025 Feb 12, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,872 98 0.0% 0.01% 320 -2,767 -59.65% Q4 2025 Jan 27, 2026
Bellevue Group AG History New 1,880 98 0.0% 319 +1,880 New Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1,867 97 0.0% 0.0% 321 -7 -0.37% Q4 2025 Feb 09, 2026
ELKHORN PARTNERS LIMITED PARTNERSHIP History Reduced 1,660 87 0.05% 0.1% 322 -540 -24.55% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History Reduced 1,667 87 0.01% 0.01% 323 -407 -19.62% Q4 2025 Jan 28, 2026
TD Waterhouse Canada Inc. History Reduced 1,656 86 0.0% 0.0% 324 -59 -3.44% Q4 2025 Jan 27, 2026
Spire Wealth Management History No change 1,568 82 0.0% 0.0% 325 0 0.0% Q4 2025 Jan 14, 2026
Global Retirement Partners, LLC History Added to 1,545 81 0.0% 0.0% 326 +567 57.98% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Reduced 1,502 78 0.0% 0.0% 327 -70 -4.45% Q4 2025 Jan 20, 2026
Daiwa Securities Group Inc. History Reduced 1,449 76 0.0% 0.0% 328 -196 -11.91% Q4 2025 Feb 11, 2026
EFG International AG History New 1,377 72 0.0% 329 +1,377 New Q4 2025 Feb 17, 2026
PITTENGER & ANDERSON INC History New 1,325 69 0.0% 330 +1,325 New Q4 2025 Feb 02, 2026
Evelyn Partners Investment Management LLP History No change 1,300 68 0.0% 0.0% 331 0 0.0% Q4 2025 Feb 13, 2026
Bayforest Capital Ltd History New 1,296 67 0.05% 332 +1,296 New Q4 2025 Jan 27, 2026
IFP Advisors, Inc History Added to 1,250 65 0.0% 0.0% 333 +288 29.94% Q4 2025 Feb 06, 2026
Strategic Advocates LLC History Added to 1,195 63 0.02% 0.01% 334 +670 127.62% Q4 2025 Feb 11, 2026
Rakuten Securities, Inc. History Added to 1,179 61 0.02% 0.01% 335 +811 220.38% Q4 2025 Jan 29, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,118 59 0.0% 0.0% 336 +322 40.45% Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History Added to 1,100 57 0.01% 0.01% 337 +100 10.0% Q4 2025 Jan 23, 2026
Itau Unibanco Holding S.A. History Added to 1,060 55 0.0% 0.0% 338 +168 18.83% Q4 2025 Feb 13, 2026
Tradewinds Capital Management, LLC History Reduced 1,023 53 0.01% 0.02% 339 -370 -26.56% Q4 2025 Jan 14, 2026
NBC SECURITIES, INC. History Added to 997 52 0.0% 0.0% 340 +89 9.8% Q4 2025 Jan 29, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,000 52 0.01% 0.02% 341 0 0.0% Q4 2025 Jan 15, 2026
Darwin Wealth Management, LLC History No change 925 48 0.01% 0.02% 342 0 0.0% Q4 2025 Jan 22, 2026
Larson Financial Group LLC History Added to 882 46 0.0% 0.0% 343 +639 262.96% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Reduced 877 45 0.0% 0.0% 344 -40 -4.36% Q4 2025 Feb 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 713 43 0.0% 345 +713 New Q4 2025 Feb 11, 2026
EMC Capital Management History No change 700 38 0.02% 0.02% 346 0 0.0% Q4 2025 Mar 09, 2026
TFC Financial Management, Inc. History No change 688 36 0.0% 0.01% 347 0 0.0% Q4 2025 Jan 23, 2026
Twin Lakes Capital Management, LLC History No change 682 35 0.02% 0.02% 348 0 0.0% Q4 2025 Feb 04, 2026
Oakworth Capital, Inc. History New 646 33 0.0% 349 +646 New Q4 2025 Jan 30, 2026
Parallel Advisors, LLC History Added to 619 32 0.0% 0.0% 350 +30 5.09% Q4 2025 Feb 11, 2026
Costello Asset Management, INC History Reduced 600 31 0.01% 0.02% 352 -200 -25.0% Q4 2025 Feb 03, 2026
COUNTRY TRUST BANK History No change 600 31 0.0% 0.0% 351 0 0.0% Q4 2025 Jan 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 576 30 0.01% 0.02% 353 +382 196.91% Q4 2025 Jan 20, 2026
ROTHSCHILD INVESTMENT LLC History Added to 562 29 0.0% 0.0% 354 +502 836.67% Q4 2025 Feb 10, 2026
Ramirez Asset Management, Inc. History New 500 26 0.0% 355 +500 New Q4 2025 Feb 11, 2026
MCGUIRE CAPITAL ADVISORS INC History New 468 24 0.02% 356 +468 New Q4 2025 Feb 19, 2026
Altshuler Shaham Ltd History Added to 420 22 0.0% 0.0% 357 +170 68.0% Q4 2025 Feb 17, 2026
BIRCHBROOK, INC. History Reduced 405 21 0.01% 0.04% 358 -645 -61.43% Q4 2025 Feb 04, 2026
Newbridge Financial Services Group, Inc. History Added to 400 20 0.0% 0.0% 360 +100 33.33% Q4 2025 Jan 21, 2026
Manchester Capital Management LLC History No change 400 20 0.0% 0.0% 359 0 0.0% Q4 2025 Feb 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 375 19 0.0% 0.0% 361 -250 -40.0% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 366 19 0.0% 0.0% 362 +84 29.79% Q4 2025 Jan 05, 2026
Arax Advisory Partners History Reduced 356 18 0.0% 0.0% 364 -442 -55.39% Q4 2025 Feb 13, 2026
Aventura Private Wealth, LLC History New 351 18 0.01% 365 +351 New Q4 2025 Jan 07, 2026
Wilmington Savings Fund Society, FSB History No change 350 18 0.0% 0.0% 363 0 0.0% Q4 2025 Feb 12, 2026
Strive Financial Group ,LLC History New 330 17 0.01% 366 +330 New Q4 2025 Feb 18, 2026
Optiver Holding B.V. History Reduced 319 16 0.0% 0.0% 368 -185 -36.71% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Reduced 315 16 0.0% 0.0% 367 -100 -24.1% Q4 2025 Jan 28, 2026
Smartleaf Asset Management LLC History Added to 316 16 0.0% 0.0% 369 +85 36.8% Q4 2025 Feb 13, 2026
Orion Capital Management LLC History No change 300 15 0.01% 0.01% 370 0 0.0% Q4 2025 Feb 03, 2026
Sachetta, LLC History No change 305 15 0.01% 0.01% 371 0 0.0% Q4 2025 Feb 02, 2026
Kemnay Advisory Services Inc. History New 283 14 0.0% 372 +283 New Q4 2025 Feb 17, 2026
Tidemark, LLC History Reduced 280 14 0.0% 0.01% 373 -137 -32.85% Q4 2025 Feb 10, 2026
Murphy & Mullick Capital Management Corp History No change 285 14 0.01% 0.01% 374 0 0.0% Q4 2025 Feb 10, 2026
Crewe Advisors LLC History No change 250 13 0.0% 0.0% 375 0 0.0% Q4 2025 Jan 16, 2026
Sarver Vrooman Wealth Advisors History New 235 12 0.01% 376 +235 New Q4 2025 Feb 10, 2026
Quattro Advisors LLC History New 223 11 0.01% 379 +223 New Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History Added to 225 11 0.01% 0.0% 378 +115 104.55% Q4 2025 Feb 18, 2026
Abound Wealth Management History Added to 225 11 0.0% 0.0% 377 +91 67.91% Q4 2025 Jan 12, 2026
TUCKER ASSET MANAGEMENT LLC History New 207 10 0.0% 383 +207 New Q4 2025 Feb 05, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History New 200 10 0.01% 380 +200 New Q4 2025 Jan 08, 2026
Colonial Trust Advisors History Reduced 209 10 0.0% 0.0% 381 -41 -16.4% Q4 2025 Feb 12, 2026
BFSG, LLC History No change 206 10 0.0% 0.0% 382 0 0.0% Q4 2025 Jan 22, 2026
Operose Advisors LLC History No change 202 10 0.0% 0.0% 384 0 0.0% Q4 2025 Feb 10, 2026
WealthCollab, LLC History No change 200 10 0.0% 0.01% 385 0 0.0% Q4 2025 Jan 27, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 200 10 0.0% 0.0% 386 0 0.0% Q4 2025 Feb 11, 2026
Bank of Jackson Hole Trust History No change 200 10 0.0% 0.01% 387 0 0.0% Q4 2025 Feb 12, 2026
Persistent Asset Partners Ltd History No change 258 10 0.0% 0.13% 388 0 0.0% Q4 2025 Feb 17, 2026
Covestor Ltd History Reduced 170 9 0.0% 0.03% 390 -575 -77.18% Q4 2025 Feb 06, 2026
CX Institutional History No change 174 9 0.0% 0.0% 389 0 0.0% Q4 2025 Feb 02, 2026
Pinnacle Wealth Planning Services, Inc. History New 161 8 0.0% 393 +161 New Q4 2025 Feb 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 163 8 0.0% 0.0% 391 +41 33.61% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 158 8 0.0% 0.0% 392 -36 -18.56% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 152 8 0.0% 0.0% 394 +25 19.69% Q4 2025 Jan 21, 2026
Bogart Wealth, LLC History Reduced 150 7 0.0% 0.0% 396 -500 -76.92% Q4 2025 Jan 30, 2026
GPS Wealth Strategies Group, LLC History Reduced 152 7 0.01% 0.0% 398 -337 -68.92% Q4 2025 Feb 06, 2026
Elyxium Wealth, LLC History New 152 7 0.0% 401 +152 New Q4 2025 Feb 05, 2026
SHP Wealth Management History New 145 7 0.0% 399 +145 New Q4 2025 Mar 04, 2026
Inspire Investing, LLC History New 139 7 0.0% 395 +139 New Q4 2025 Feb 17, 2026
Millstone Evans Group, LLC History Added to 150 7 0.0% 0.0% 400 +75 100.0% Q4 2025 Feb 02, 2026
Front Row Advisors LLC History No change 134 7 0.0% 0.0% 397 0 0.0% Q4 2025 Feb 12, 2026
Asset Dedication, LLC History No change 115 6 0.0% 0.0% 402 0 0.0% Q4 2025 Jan 26, 2026
CoreCap Advisors, LLC History No change 118 6 0.0% 0.0% 403 0 0.0% Q4 2025 Jan 13, 2026
GODSEY & GIBB, INC History New 108 5 0.0% 405 +108 New Q4 2025 Jan 27, 2026
Triumph Capital Management History New 100 5 0.0% 409 +100 New Q4 2025 Feb 12, 2026
Cornerstone Planning Group LLC History New 100 5 0.0% 410 +100 New Q4 2025 Feb 02, 2026
DANSKE BANK A/S History No change 100 5 0.0% 0.0% 404 0 0.0% Q4 2025 Feb 02, 2026
FIRST UNITED BANK & TRUST History No change 100 5 0.0% 0.0% 406 0 0.0% Q4 2025 Jan 21, 2026
FINANCIAL CONSULATE, INC History No change 105 5 0.0% 0.0% 407 0 0.0% Q4 2025 Jan 22, 2026
Clearstead Trust, LLC History No change 102 5 0.0% 0.0% 408 0 0.0% Q4 2025 Feb 09, 2026
WOLFF WIESE MAGANA LLC History No change 100 5 0.0% 0.0% 411 0 0.0% Q4 2025 Jan 14, 2026
Financial Freedom, LLC History No change 100 5 0.0% 0.0% 412 0 0.0% Q4 2025 Feb 17, 2026
RAELIPSKIE PARTNERSHIP History No change 100 5 0.0% 0.0% 413 0 0.0% Q4 2025 Feb 04, 2026
BankPlus Trust Department History No change 100 5 0.0% 0.0% 414 0 0.0% Q4 2025 Jan 27, 2026
Caldwell Trust Co History No change 100 5 0.0% 0.0% 415 0 0.0% Q4 2025 Jan 30, 2026
First Command Advisory Services, Inc. History New 88 4 0.0% 418 +88 New Q4 2025 Feb 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 83 4 0.0% 416 +83 New Q4 2025 Feb 11, 2026
Monetary Solutions, Ltd History New 80 4 0.0% 423 +80 New Q4 2025 Feb 23, 2026
LOUISBOURG INVESTMENTS INC. History Added to 80 4 0.0% 0.0% 421 +20 33.33% Q4 2025 Jan 16, 2026
Pinnacle Bancorp, Inc. History No change 86 4 0.0% 0.0% 417 0 0.0% Q4 2025 Jan 22, 2026
Independence Bank of Kentucky History No change 90 4 0.0% 0.0% 419 0 0.0% Q4 2025 Jan 20, 2026
Pflug Koory, LLC History No change 84 4 0.0% 0.0% 420 0 0.0% Q4 2025 Jan 20, 2026
Dogwood Wealth Management LLC History No change 80 4 0.0% 0.0% 422 0 0.0% Q4 2025 Feb 04, 2026
Strengthening Families & Communities, LLC History New 60 3 0.0% 429 +60 New Q4 2025 Feb 03, 2026
Fairscale Capital, LLC History Reduced 59 3 0.0% 0.0% 431 -55 -48.25% Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Added to 75 3 0.0% 0.0% 424 +25 50.0% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History No change 49 3 0.0% 0.0% 425 0 0.0% Q4 2025 Feb 11, 2026
IFS Advisors, LLC History No change 59 3 0.0% 0.0% 426 0 0.0% Q4 2025 Jan 09, 2026
Bell Investment Advisors, Inc History No change 68 3 0.0% 0.0% 427 0 0.0% Q4 2025 Feb 24, 2026
Gould Capital, LLC History No change 70 3 0.0% 0.0% 428 0 0.0% Q4 2025 Feb 13, 2026
Accent Capital Management, LLC History No change 60 3 0.0% 0.0% 430 0 0.0% Q4 2025 Feb 09, 2026
Greykasell Wealth Strategies, Inc. History No change 68 3 0.0% 0.0% 432 0 0.0% Q4 2025 Feb 11, 2026
SouthState Bank Corp History New 50 2 0.0% 433 +50 New Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History New 49 2 0.0% 439 +49 New Q4 2025 Feb 17, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 41 2 0.0% 0.0% 434 -5 -10.87% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Reduced 48 2 0.0% 0.0% 436 -1 -2.04% Q4 2025 Jan 23, 2026
TOTH FINANCIAL ADVISORY CORP History No change 40 2 0.0% 0.0% 435 0 0.0% Q4 2025 Jan 20, 2026
Community Bank, N.A. History No change 50 2 0.0% 0.0% 437 0 0.0% Q4 2025 Feb 04, 2026
Mascoma Wealth Management LLC History No change 40 2 0.0% 0.0% 438 0 0.0% Q4 2025 Feb 04, 2026
Root Financial Partners, LLC History New 32 1 0.0% 451 +32 New Q4 2025 Feb 10, 2026
Lloyd Advisory Services, LLC. History New 28 1 0.0% 446 +28 New Q4 2025 Feb 06, 2026
Signature Equity Partners, LLC History New 24 1 0.0% 453 +24 New Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History New 21 1 0.0% 440 +21 New Q4 2025 Jan 07, 2026
Hilton Head Capital Partners, LLC History New 21 1 0.0% 454 +21 New Q4 2025 Feb 11, 2026
FNY Investment Advisers, LLC History New 20 1 0.0% 443 +20 New Q4 2025 Jan 16, 2026
BLUELINE ADVISORS LLC History New 20 1 0.0% 455 +20 New Q4 2025 Feb 10, 2026
PayPay Securities Corp History Added to 22 1 0.03% 0.04% 449 +6 37.5% Q4 2025 Jan 26, 2026
VISION FINANCIAL MARKETS LLC History No change 20 1 0.0% 0.0% 441 0 0.0% Q4 2025 Jan 22, 2026
MV CAPITAL MANAGEMENT, INC. History No change 37 1 0.0% 0.0% 442 0 0.0% Q4 2025 Feb 23, 2026
Kozak & Associates, Inc. History No change 26 1 0.0% 0.0% 444 0 0.0% Q4 2025 Jan 12, 2026
Pacifica Partners Inc. History No change 30 1 0.0% 0.0% 445 0 0.0% Q4 2025 Jan 09, 2026
Archer Investment Corp History No change 20 1 0.0% 0.0% 447 0 0.0% Q4 2025 Jan 30, 2026
SJS Investment Consulting Inc. History No change 34 1 0.0% 0.0% 448 0 0.0% Q4 2025 Jan 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 31 1 0.0% 0.0% 450 0 0.0% Q4 2025 Jan 08, 2026
ORG Partners LLC History No change 33 1 0.0% 0.0% 452 0 0.0% Q4 2025 Jan 14, 2026
O'Neil Global Advisors, Inc. History Closed out 0 0 2.01% -168,715 -100.0% Q3 2025 Nov 10, 2025
Woodline Partners LP History Closed out 0 0 0.04% -143,575 -100.0% Q3 2025 Nov 14, 2025
NORDEA INVESTMENT MANAGEMENT AB History Closed out 0 0 0.01% -131,300 -100.0% Q3 2025 Oct 27, 2025
TANG CAPITAL MANAGEMENT LLC History Closed out 0 0 0.25% -100,000 -100.0% Q3 2025 Nov 14, 2025
Maven Securities LTD History Closed out 0 0 0.11% -68,800 -100.0% Q3 2025 Nov 20, 2025
Del-Sette Capital Management, LLC History Closed out 0 0 2.52% -62,494 -100.0% Q3 2025 Nov 18, 2025
PATHWAY CAPITAL MANAGEMENT, LP History Closed out 0 0 15.94% -50,049 -100.0% Q3 2025 Nov 04, 2025
STEMPOINT CAPITAL LP History Closed out 0 0 0.01% -40,000 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -32,388 -100.0% Q3 2025 Nov 14, 2025
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.0% -25,635 -100.0% Q3 2025 Nov 14, 2025
GTS SECURITIES LLC History Closed out 0 0 0.05% -20,696 -100.0% Q3 2025 Nov 14, 2025
SIG BROKERAGE, LP History Closed out 0 0 0.03% -16,289 -100.0% Q3 2025 Nov 14, 2025
SCOTIA CAPITAL INC. History Closed out 0 0 0.0% -15,234 -100.0% Q3 2025 Nov 14, 2025
Advyzon Investment Management, LLC History Closed out 0 0 0.07% -5,869 -100.0% Q3 2025 Nov 10, 2025
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -5,771 -100.0% Q3 2025 Nov 04, 2025
Allianz Asset Management GmbH History Closed out 0 0 0.0% -5,534 -100.0% Q3 2025 Nov 04, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.0% -4,955 -100.0% Q3 2025 Nov 14, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -4,188 -100.0% Q3 2025 Oct 22, 2025
HC Advisors, LLC History Closed out 0 0 0.18% -3,913 -100.0% Q3 2025 Nov 07, 2025
PHILADELPHIA TRUST CO History Closed out 0 0 0.02% -3,750 -100.0% Q3 2025 Nov 13, 2025
Retirement Planning Group, LLC History Closed out 0 0 0.01% -3,720 -100.0% Q3 2025 Oct 27, 2025
MONETA GROUP INVESTMENT ADVISORS LLC History Closed out 0 0 0.0% -3,645 -100.0% Q3 2025 Nov 14, 2025
STAPP WEALTH MANAGEMENT, PLLC History Closed out 0 0 0.32% -3,643 -100.0% Q3 2025 Oct 27, 2025
BROWN ADVISORY INC History Closed out 0 0 0.0% -3,622 -100.0% Q3 2025 Nov 14, 2025
Sowell Financial Services LLC History Closed out 0 0 0.01% -3,558 -100.0% Q3 2025 Oct 17, 2025
RWA WEALTH PARTNERS, LLC History Closed out 0 0 0.0% -3,505 -100.0% Q3 2025 Nov 10, 2025
&PARTNERS History Closed out 0 0 0.0% -3,484 -100.0% Q3 2025 Nov 14, 2025
Freestone Capital Holdings, LLC History Closed out 0 0 0.01% -3,449 -100.0% Q3 2025 Nov 12, 2025
Cornerstone Wealth Management, LLC History Closed out 0 0 0.01% -3,396 -100.0% Q3 2025 Nov 04, 2025
Choate Investment Advisors History Closed out 0 0 0.0% -3,304 -100.0% Q3 2025 Nov 10, 2025
Abundance Wealth Counselors History Closed out 0 0 0.04% -3,303 -100.0% Q3 2025 Oct 22, 2025
Integrated Advisors Network LLC History Closed out 0 0 0.01% -3,261 -100.0% Q3 2025 Nov 12, 2025
South Street Advisors LLC History Closed out 0 0 0.03% -3,203 -100.0% Q3 2025 Nov 14, 2025
WEDBUSH SECURITIES INC History Closed out 0 0 0.01% -3,138 -100.0% Q3 2025 Nov 06, 2025
Thrive Wealth Management, LLC History Closed out 0 0 0.03% -3,100 -100.0% Q3 2025 Oct 07, 2025
Rathbones Group PLC History Closed out 0 0 0.0% -3,097 -100.0% Q3 2025 Nov 13, 2025
SWEENEY & MICHEL, LLC History Closed out 0 0 0.07% -2,944 -100.0% Q3 2025 Nov 13, 2025
WEXFORD CAPITAL LP History Closed out 0 0 0.01% -1,000 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -854 -100.0% Q3 2025 Nov 14, 2025
THOMPSON INVESTMENT MANAGEMENT, INC. History Closed out 0 0 0.0% -515 -100.0% Q3 2025 Oct 17, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -302 -100.0% Q3 2025 Oct 07, 2025
Groupe la Francaise History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Nov 13, 2025
AllSquare Wealth Management LLC History Closed out 0 0 0.01% -253 -100.0% Q3 2025 Jan 12, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -241 -100.0% Q3 2025 Nov 12, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -143 -100.0% Q3 2025 Nov 06, 2025
Hurley Capital, LLC History Closed out 0 0 0.01% -105 -100.0% Q3 2025 Nov 12, 2025
Silicon Valley Capital Partners History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 17, 2025
VSM Wealth Advisory, LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 13, 2025
Alexis Investment Partners, LLC History Closed out 0 0 0.0% -98 -100.0% Q3 2025 Nov 14, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -62 -100.0% Q3 2025 Nov 07, 2025
MTM Investment Management, LLC History New 15 0 +15 New Q4 2025 Feb 09, 2026
Physician Wealth Advisors, Inc. History New 12 0 +12 New Q4 2025 Jan 29, 2026
Concord Wealth Partners History New 11 0 +11 New Q4 2025 Jan 29, 2026
Navalign, LLC History New 10 0 +10 New Q4 2025 Feb 05, 2026
Robbins Farley History Reduced 3 0 -10 -76.92% Q4 2025 Jan 23, 2026
Turning Point Benefit Group, Inc. History New 8 0 +8 New Q4 2025 Jan 30, 2026
Legacy Wealth Managment, LLC/ID History Added to 11 0 +7 175.0% Q4 2025 Feb 03, 2026
Keating Financial Advisory Services, Inc. History New 6 0 +6 New Q4 2025 Feb 09, 2026
Blue Trust, Inc. History Closed out 0 0 -6 -100.0% Q3 2025 Oct 16, 2025
Key Capital Management, INC History New 5 0 +5 New Q4 2025 Jan 26, 2026
Versant Capital Management, Inc History Added to 18 0 +3 20.0% Q4 2025 Jan 08, 2026
Transamerica Financial Advisors, LLC History Added to 3 0 +2 200.0% Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
HAZLETT, BURT & WATSON, INC. History No change 6 0 0 0.0% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History No change 2 0 0 0.0% Q4 2025 Jan 23, 2026
DUNCKER STREETT & CO INC History No change 11 0 0 0.0% Q4 2025 Jan 27, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 14 0 0 0.0% Q4 2025 Feb 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 18 0 0.0% 0 0.0% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History No change 13 0 0 0.0% Q4 2025 Jan 30, 2026
SRH ADVISORS, LLC History No change 15 0 0 0.0% Q4 2025 Jan 21, 2026
DT Investment Partners, LLC History No change 11 0 0 0.0% Q4 2025 Feb 10, 2026
JNBA Financial Advisors History No change 2 0 0 0.0% Q4 2025 Jan 26, 2026
Nalls Sherbakoff Group, LLC History No change 3 0 0 0.0% Q4 2025 Mar 12, 2026
Center for Financial Planning, Inc. History No change 10 0 0 0.0% Q4 2025 Feb 05, 2026
Addison Advisors LLC History No change 5 0 0 0.0% Q4 2025 Feb 06, 2026
Atlantic Private Wealth, LLC History No change 15 0 0 0.0% Q4 2025 Feb 11, 2026
City State Bank History No change 10 0 0 0.0% Q4 2025 Jan 28, 2026
Stephens Consulting, LLC History No change 10 0 0 0.0% Q4 2025 Jan 13, 2026
Bear Mountain Capital, Inc. History No change 6 0 0 0.0% Q4 2025 Jan 22, 2026
Private Wealth Management Group, LLC History No change 10 0 0 0.0% Q4 2025 Jan 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 10 0 0 0.0% Q4 2025 Feb 12, 2026
Gen-Wealth Partners Inc History No change 16 0 0.0% 0 0.0% Q4 2025 Feb 13, 2026
ORG Wealth Partners, LLC History No change 15 0 0 0.0% Q4 2025 Jan 14, 2026
Compass Financial Services Inc History No change 7 0 0 0.0% Q4 2025 Feb 27, 2026
Hughes Financial Services, LLC History No change 15 0 0 0.0% Q4 2025 Feb 11, 2026
Rossby Financial, LCC History No change 15 0 0 0.0% Q4 2025 Feb 12, 2026
Kilter Group LLC History No change 8 0 0 0.0% Q4 2025 Feb 13, 2026