COMMUNITY TRUST BANCORP INC /KY/ - CTBI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 24 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
COMMUNITY TRUST & INVESTMENT CO History Reduced 1,965,547 111,053 5.87% 5.95% 1 -9,247 -0.47% Q4 2025 Jan 09, 2026
BlackRock, Inc. History Added to 1,635,941 92,430 0.0% 0.0% 2 +53,456 3.38% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,181,907 66,778 0.01% 0.01% 3 -1,041 -0.09% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 945,488 53,420 0.0% 0.0% 4 +832 0.09% Q4 2025 Jan 29, 2026
STATE STREET CORP History Reduced 476,212 27,152 0.0% 0.0% 5 -1,165 -0.24% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 479,076 27,067 0.01% 0.01% 6 +26,081 5.76% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 420,517 23,761 0.0% 0.0% 7 -2,929 -0.69% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 284,264 16,060 0.0% 0.0% 8 -16,259 -5.41% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History Added to 280,380 15,841 0.03% 0.03% 9 +36,300 14.87% Q4 2025 Feb 06, 2026
CLIFFORD CAPITAL PARTNERS LLC History Reduced 280,318 15,837 2.69% 2.74% 10 -3,092 -1.09% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 213,223 12,047 0.0% 0.0% 11 +10,892 5.38% Q4 2025 Mar 25, 2026
HEARTLAND ADVISORS INC History No change 169,025 9,549 0.51% 0.5% 12 0 0.0% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 154,173 8,710 0.01% 0.01% 13 -14,109 -8.38% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 147,957 8,359 0.0% 0.0% 14 +55,733 60.43% Q4 2025 Feb 11, 2026
FMR LLC History Added to 140,192 7,920 0.0% 0.0% 15 +16,574 13.41% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 129,058 7,291 0.0% 0.0% 16 -171 -0.13% Q4 2025 Feb 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 123,710 6,989 0.15% 0.15% 17 -6,093 -4.69% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 120,966 6,834 0.0% 0.0% 18 +6,018 5.24% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 115,806 6,543 0.02% 0.02% 19 +2,790 2.47% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Reduced 107,725 6,086 0.01% 0.01% 20 -2,679 -2.43% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Reduced 105,833 5,979 0.0% 0.0% 21 -5,847 -5.24% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 104,337 5,895 0.0% 0.0% 22 -28,576 -21.5% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 97,393 5,502 0.0% 0.0% 23 +9,527 10.84% Q4 2025 Jan 29, 2026
JANUS HENDERSON GROUP PLC History Added to 89,925 5,080 0.0% 0.0% 24 +82,872 1174.99% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 70,240 3,968 0.0% 0.0% 25 0 0.0% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 66,068 3,732 0.0% 0.0% 26 -18,400 -21.78% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 64,524 3,645 0.0% 0.0% 27 -25,162 -28.06% Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 63,367 3,580 0.01% 0.01% 28 +277 0.44% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 60,898 3,440 0.0% 0.01% 29 -1,027 -1.66% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 57,740 3,262 0.0% 0.0% 30 +4,170 7.78% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 55,617 3,143 0.01% 0.01% 31 +163 0.29% Q4 2025 Feb 05, 2026
MALTESE CAPITAL MANAGEMENT LLC History Added to 55,000 3,107 0.55% 0.13% 32 +40,000 266.67% Q4 2025 Feb 17, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 54,137 3,058 0.05% 0.05% 33 -232 -0.43% Q4 2025 Jan 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 47,538 2,685 0.01% 34 +47,538 New Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 46,077 2,603 0.0% 0.0% 35 -2,605 -5.35% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 45,491 2,570 0.0% 0.0% 36 +35,431 352.2% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 43,244 2,443 0.0% 0.0% 37 +297 0.69% Q4 2025 Feb 18, 2026
Brandywine Global Investment Management, LLC History New 36,969 2,088 0.01% 38 +36,969 New Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 36,957 2,088 0.0% 0.0% 39 +30,390 462.77% Q4 2025 Jan 09, 2026
TWO SIGMA ADVISERS, LP History Reduced 35,857 2,025 0.0% 0.0% 40 -5,600 -13.51% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 33,478 1,891 0.0% 41 +33,478 New Q4 2025 Jan 28, 2026
AMERIPRISE FINANCIAL INC History Added to 32,764 1,851 0.0% 0.0% 42 +51 0.16% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 32,090 1,813 0.0% 0.0% 43 +500 1.58% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 30,542 1,725 0.0% 0.0% 44 -5,810 -15.98% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History New 27,500 1,553 0.01% 45 +27,500 New Q4 2025 Feb 09, 2026
Creative Planning History Added to 24,779 1,400 0.0% 0.0% 46 +2,029 8.92% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 24,428 1,380 0.0% 0.0% 47 -4,263 -14.86% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 23,672 1,337 0.0% 0.0% 48 +5,449 29.9% Q4 2025 Feb 12, 2026
Weiss Asset Management LP History New 22,869 1,292 0.02% 49 +22,869 New Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 21,736 1,228 0.0% 0.0% 50 -3,294 -13.16% Q4 2025 Feb 19, 2026
HSBC HOLDINGS PLC History Added to 21,728 1,227 0.0% 0.0% 51 +7,304 50.64% Q4 2025 Mar 20, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 21,414 1,209 0.03% 0.03% 52 -650 -2.95% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 21,309 1,203 0.0% 0.0% 53 -2,976 -12.25% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 19,576 1,106 0.0% 0.0% 54 +6,702 52.06% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 19,543 1,104 0.0% 0.0% 55 0 0.0% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 18,061 1,021 0.0% 0.0% 56 -1,482 -7.58% Q4 2025 Feb 17, 2026
Focus Partners Wealth History New 17,765 1,010 0.0% 57 +17,765 New Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History No change 17,539 990 0.0% 0.0% 58 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 17,336 979 0.0% 0.0% 59 +3,341 23.87% Q4 2025 Feb 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 16,977 959 0.0% 0.0% 60 -1,467 -7.95% Q4 2025 Jan 28, 2026
TUDOR INVESTMENT CORP ET AL History Added to 16,895 954 0.0% 1.47% 61 +11,231 198.29% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 15,618 882 0.0% 0.0% 62 -25 -0.16% Q4 2025 Feb 09, 2026
William Howard & Co Financial Advisors Inc History No change 15,557 878 0.74% 0.74% 63 0 0.0% Q4 2025 Jan 21, 2026
SummerHaven Investment Management, LLC History No change 15,270 862 0.49% 0.5% 64 0 0.0% Q4 2025 Feb 03, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 15,225 860 0.08% 65 +15,225 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 14,441 815 0.0% 0.0% 66 +888 6.55% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 14,193 801 0.0% 0.0% 67 -11 -0.08% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 14,124 798 0.0% 0.0% 68 -110 -0.77% Q4 2025 Feb 10, 2026
Ellsworth Advisors, LLC History Added to 12,707 760 0.15% 0.14% 69 +663 5.5% Q4 2025 Jan 16, 2026
SEI INVESTMENTS CO History Added to 13,265 749 0.0% 0.0% 70 +1,264 10.53% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Reduced 12,700 723 0.0% 0.0% 71 -400 -3.05% Q4 2025 Jan 28, 2026
COMERICA BANK History Added to 12,481 705 0.0% 0.0% 72 +45 0.36% Q4 2025 Jan 29, 2026
Aptus Capital Advisors, LLC History Added to 12,494 705 0.01% 0.01% 73 +2 0.02% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 12,404 700 0.0% 0.0% 74 +3,785 43.91% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 12,203 689 0.0% 0.0% 75 -26,019 -68.07% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 12,082 682 0.0% 0.0% 76 -1,068 -8.12% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 10,700 604 0.0% 77 +10,700 New Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 10,491 598 0.02% 0.02% 78 +50 0.48% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 10,496 593 0.0% 0.0% 79 +452 4.5% Q4 2025 Feb 11, 2026
Keystone Financial Group History Added to 10,175 574 0.04% 0.04% 80 +21 0.21% Q4 2025 Feb 06, 2026
STOCK YARDS BANK & TRUST CO History No change 10,058 568 0.02% 0.02% 81 0 0.0% Q4 2025 Jan 21, 2026
CITADEL ADVISORS LLC History Added to 9,944 561 0.0% 0.0% 82 +6,092 158.15% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 9,499 536 0.0% 83 +9,499 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History No change 9,320 526 0.0% 0.0% 84 0 0.0% Q4 2025 Feb 12, 2026
CALTON & ASSOCIATES, INC. History Reduced 9,293 525 0.08% 0.08% 85 -30 -0.32% Q4 2025 Feb 10, 2026
BTC Capital Management, Inc. History Added to 8,789 497 0.03% 0.03% 86 +126 1.45% Q4 2025 Jan 15, 2026
Sterling Capital Management LLC History Reduced 8,182 462 0.01% 0.01% 87 -180 -2.15% Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History Added to 8,079 456 0.0% 0.0% 88 +69 0.86% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 8,066 455 0.0% 89 +8,066 New Q4 2025 Feb 13, 2026
Rafferty Asset Management, LLC History Reduced 8,041 454 0.0% 0.0% 90 -1,199 -12.98% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History New 8,010 452 0.0% 91 +8,010 New Q4 2025 Feb 13, 2026
EDMP, INC. History New 7,649 432 0.36% 92 +7,649 New Q4 2025 Jan 21, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 7,438 420 0.0% 0.0% 93 +18 0.24% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 7,334 414 0.0% 0.0% 94 0 0.0% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 7,049 398 0.01% 0.01% 95 +66 0.95% Q4 2025 Feb 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 6,892 389 0.0% 0.0% 96 -566 -7.59% Q4 2025 Feb 10, 2026
CENTRAL BANK & TRUST CO History No change 6,779 383 0.06% 0.06% 97 0 0.0% Q4 2025 Jan 09, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 6,483 366 0.01% 0.01% 98 -375 -5.47% Q4 2025 Feb 17, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 6,372 360 0.02% 0.05% 99 -453 -6.64% Q4 2025 Feb 17, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 6,312 357 0.09% 0.09% 100 -497 -7.3% Q4 2025 Jan 29, 2026
PROFESSIONAL ADVISORY SERVICES INC History No change 6,207 351 0.05% 0.05% 101 0 0.0% Q4 2025 Jan 12, 2026
Steward Partners Investment Advisory, LLC History No change 6,000 339 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 12, 2026
EQUITABLE TRUST CO History Reduced 5,848 330 0.01% 0.02% 103 -82 -1.38% Q4 2025 Feb 02, 2026
GSA CAPITAL PARTNERS LLP History Reduced 5,801 328 0.03% 0.04% 104 -2,948 -33.7% Q4 2025 Feb 06, 2026
Squarepoint Ops LLC History New 5,357 302 0.0% 105 +5,357 New Q4 2025 Feb 13, 2026
CHATHAM CAPITAL GROUP, INC. History No change 5,325 300 0.04% 0.04% 106 0 0.0% Q4 2025 Jan 14, 2026
CWM, LLC History Reduced 5,185 293 0.0% 0.0% 107 -759 -12.77% Q4 2025 Jan 26, 2026
Brooklyn Investment Group History New 5,017 289 0.01% 109 +5,017 New Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,131 289 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 12, 2026
D.A. DAVIDSON & CO. History Reduced 4,995 282 0.0% 0.0% 110 -220 -4.22% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 4,800 271 0.0% 111 +4,800 New Q4 2025 Feb 17, 2026
Asio Capital, LLC History No change 4,702 268 0.04% 0.04% 112 0 0.0% Q4 2025 Jan 21, 2026
IEQ CAPITAL, LLC History Reduced 4,669 263 0.0% 0.0% 113 -5 -0.11% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 4,542 256 0.0% 0.0% 114 -287 -5.94% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,419 249 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 4,372 247 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 12, 2026
Voleon Capital Management LP History Added to 4,059 229 0.0% 0.01% 117 +179 4.61% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 4,017 226 0.0% 118 +4,017 New Q4 2025 Feb 18, 2026
GAMMA Investing LLC History Reduced 3,997 225 0.01% 0.01% 120 -19 -0.47% Q4 2025 Jan 05, 2026
Susquehanna Portfolio Strategies, LLC History No change 3,987 225 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 17, 2026
GLOBEFLEX CAPITAL L P History No change 3,793 214 0.03% 0.03% 121 0 0.0% Q4 2025 Feb 11, 2026
CANADA LIFE ASSURANCE Co History Added to 2,976 168 0.0% 0.0% 122 +24 0.81% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,860 161 0.0% 0.0% 123 +2,469 631.46% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 2,828 159 0.0% 0.0% 124 -112 -3.81% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 2,592 146 0.0% 0.0% 125 0 0.0% Q4 2025 Jan 27, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 2,551 144 0.0% 0.0% 126 0 0.0% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Reduced 1,558 88 0.0% 0.0% 127 -92 -5.58% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,531 86 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 1,406 79 0.0% 0.0% 129 0 0.0% Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History No change 1,334 75 0.0% 0.0% 130 0 0.0% Q4 2025 Feb 11, 2026
MCF Advisors LLC History No change 1,311 74 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 1,303 73 0.0% 0.0% 132 +155 13.5% Q4 2025 Jan 23, 2026
AlphaQuest LLC History Reduced 1,129 63 0.0% 0.03% 133 -7,156 -86.37% Q4 2025 Feb 09, 2026
STRS OHIO History Reduced 1,000 56 0.0% 0.0% 134 -700 -41.18% Q4 2025 Feb 02, 2026
EMC Capital Management History Reduced 983 56 0.02% 0.03% 135 -173 -14.97% Q4 2025 Mar 09, 2026
State of Alaska, Department of Revenue History No change 726 41 0.0% 0.0% 136 0 0.0% Q4 2025 Jan 23, 2026
Aquatic Capital Management LLC History Reduced 678 38 0.0% 0.0% 138 -1,995 -74.64% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History No change 677 38 0.0% 0.0% 137 0 0.0% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 599 33 0.0% 139 +599 New Q4 2025 Feb 17, 2026
Garton & Associates Financial Advisors LLC History New 525 29 0.02% 140 +525 New Q4 2025 Feb 18, 2026
AMALGAMATED BANK History Reduced 502 28 0.0% 0.0% 141 -36 -6.69% Q4 2025 Feb 05, 2026
Parallel Advisors, LLC History Reduced 507 28 0.0% 0.0% 142 -9 -1.74% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History Added to 488 27 0.0% 0.0% 143 +81 19.9% Q4 2025 Jan 08, 2026
ASSETMARK, INC History New 474 26 0.0% 144 +474 New Q4 2025 Jan 23, 2026
Bogart Wealth, LLC History Added to 353 19 0.0% 0.0% 145 +3 0.86% Q4 2025 Jan 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 345 17 0.0% 0.0% 146 -3,597 -91.25% Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History Added to 300 16 0.0% 0.0% 147 +200 200.0% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 278 15 0.0% 0.0% 149 -76 -21.47% Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 258 15 0.0% 0.0% 148 +59 29.65% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 270 15 0.0% 0.0% 150 +2 0.75% Q4 2025 Feb 03, 2026
Tower Research Capital LLC (TRC) History Reduced 248 14 0.0% 0.0% 152 -208 -45.61% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History No change 258 14 0.0% 0.0% 151 0 0.0% Q4 2025 Jan 27, 2026
Independence Bank of Kentucky History No change 250 14 0.0% 0.0% 153 0 0.0% Q4 2025 Jan 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 241 13 0.0% 0.0% 154 -43 -15.14% Q4 2025 Feb 06, 2026
Kentucky Trust Co History No change 200 11 0.01% 0.01% 155 0 0.0% Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History No change 151 8 0.0% 0.0% 156 0 0.0% Q4 2025 Jan 20, 2026
Arax Advisory Partners History Reduced 129 7 0.0% 0.0% 157 -3,285 -96.22% Q4 2025 Feb 13, 2026
Triumph Capital Management History New 140 7 0.0% 158 +140 New Q4 2025 Feb 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 119 6 0.0% 0.01% 159 -1,758 -93.66% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Added to 109 6 0.0% 0.0% 160 +1 0.93% Q4 2025 Mar 16, 2026
Allworth Financial LP History New 93 5 0.0% 162 +93 New Q4 2025 Feb 05, 2026
DANSKE BANK A/S History No change 100 5 0.0% 0.0% 161 0 0.0% Q4 2025 Feb 02, 2026
FNY Investment Advisers, LLC History No change 100 5 0.0% 0.0% 163 0 0.0% Q4 2025 Jan 16, 2026
CIBC Private Wealth Group LLC History Added to 87 4 0.0% 0.0% 164 +22 33.85% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 85 4 0.0% 0.0% 165 -1 -1.16% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Reduced 38 2 0.0% 0.0% 167 -68 -64.15% Q4 2025 Feb 17, 2026
Eurizon Capital SGR S.p.A. History New 47 2 0.0% 168 +47 New Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History New 36 2 0.0% 166 +36 New Q4 2025 Feb 06, 2026
Aster Capital Management (DIFC) Ltd History Reduced 21 1 0.0% 0.0% 173 -48 -69.57% Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History New 31 1 0.0% 174 +31 New Q4 2025 Jan 30, 2026
Bare Financial Services, Inc History Added to 33 1 0.0% 172 +18 120.0% Q4 2025 Feb 06, 2026
Covestor Ltd History Added to 13 1 0.0% 171 +11 550.0% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 27 1 0.0% 0.0% 169 -7 -20.59% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History No change 20 1 0.0% 0.0% 170 0 0.0% Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History Closed out 0 0 0.21% -124,669 -100.0% Q3 2025 Nov 10, 2025
Empowered Funds, LLC History Closed out 0 0 0.04% -69,803 -100.0% Q3 2025 Nov 13, 2025
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -19,655 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -16,795 -100.0% Q3 2025 Nov 10, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -7,185 -100.0% Q3 2025 Nov 14, 2025
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 0.01% -7,087 -100.0% Q3 2025 Oct 22, 2025
GREAT LAKES ADVISORS, LLC History Closed out 0 0 0.0% -3,844 -100.0% Q3 2025 Nov 03, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -2,595 -100.0% Q3 2025 Nov 12, 2025
VIRTUS ADVISERS, LLC History Closed out 0 0 0.08% -2,530 -100.0% Q3 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -160 -100.0% Q3 2025 Nov 14, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 0.0% -31 -100.0% Q3 2025 Oct 16, 2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 17 0 +17 New Q4 2025 Feb 11, 2026
MAI Capital Management History New 9 0 +9 New Q4 2025 Feb 13, 2026
Quarry LP History Closed out 0 0 -3 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History New 1 0 +1 New Q4 2025 Feb 13, 2026
Torren Management, LLC History New 1 0 +1 New Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Nov 19, 2025
NISA INVESTMENT ADVISORS, LLC History No change 14 0 0 0.0% Q4 2025 Jan 15, 2026
Larson Financial Group LLC History No change 16 0 0 0.0% Q4 2025 Feb 06, 2026
True Wealth Design, LLC History No change 17 0 0 0.0% Q4 2025 Jan 08, 2026
Turning Point Benefit Group, Inc. History No change 3 0 0 0.0% Q4 2025 Jan 30, 2026