CareTrust REIT, Inc. - CTRE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 67 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 41,749,066 1,509,646 0.03% 0.02% 1 +1,732,251 4.33% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 33,184,181 1,199,939 0.02% 0.02% 2 +210,965 0.64% Q4 2025 Jan 29, 2026
COHEN & STEERS, INC. History Reduced 16,476,922 595,881 1.08% 1.14% 3 -1,774,852 -9.72% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 12,426,213 453,410 0.02% 0.01% 4 +219,641 1.8% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 12,355,966 446,791 0.08% 0.06% 5 +1,893,143 18.09% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 10,726,528 387,871 0.02% 0.02% 6 -800,977 -6.95% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 6,092,398 220,332 0.01% 0.01% 7 +409,411 7.2% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 4,431,083 160,227 0.02% 0.02% 8 +202,025 4.78% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 3,498,310 126,498 0.02% 0.02% 9 -2,041 -0.06% Q4 2025 Feb 19, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,271,835 118,315 0.02% 0.02% 10 +171,245 5.52% Q4 2025 Feb 12, 2026
NORGES BANK History New 3,175,053 114,809 0.01% 11 +3,175,053 New Q4 2025 Feb 10, 2026
Nuveen, LLC History Added to 2,927,000 105,840 0.03% 0.02% 12 +321,292 12.33% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 2,749,904 99,436 0.01% 0.01% 13 -71,452 -2.53% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 2,609,576 94,362 0.01% 0.0% 14 +2,528,576 3121.7% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 2,430,966 87,903 0.02% 0.02% 15 -67,458 -2.7% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 2,430,189 87,875 0.01% 0.0% 16 +264,799 12.23% Q4 2025 Feb 13, 2026
Daiwa Securities Group Inc. History Reduced 2,316,967 83,782 0.27% 0.38% 17 -921,340 -28.45% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 2,025,906 73,662 0.02% 0.02% 18 -195,075 -8.78% Q4 2025 Feb 18, 2026
Alyeska Investment Group, L.P. History Reduced 2,027,397 73,310 0.21% 0.33% 19 -1,088,895 -34.94% Q4 2025 Feb 13, 2026
Copeland Capital Management, LLC History Added to 1,802,843 65,190 1.46% 1.24% 20 +86,742 5.05% Q4 2025 Jan 29, 2026
T. Rowe Price Investment Management, Inc. History Reduced 1,765,915 63,856 0.04% 0.07% 21 -1,348,251 -43.29% Q4 2025 Feb 19, 2026
Zimmer Partners, LP History Added to 1,761,795 63,706 1.68% 1.19% 22 +173,665 10.94% Q4 2025 Feb 17, 2026
GRS Advisors, LLC History Added to 1,658,698 59,978 5.38% 5.03% 23 +108,115 6.97% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 1,558,522 56,356 0.01% 0.01% 24 +149,633 10.62% Q4 2025 Feb 09, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,525,444 55,160 0.03% 0.01% 25 +825,612 117.97% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 1,434,886 51,885 0.05% 0.01% 26 +1,100,746 329.43% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,328,660 48,044 0.02% 0.02% 27 +93,101 7.54% Q4 2025 Feb 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,323,317 47,851 0.01% 0.01% 28 +14,758 1.13% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 1,321,661 47,791 0.0% 0.0% 29 -120,507 -8.36% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Reduced 1,226,388 44,346 0.05% 0.05% 30 -60,008 -4.66% Q4 2025 Feb 17, 2026
Life Cycle Investment Partners Ltd History New 1,099,054 39,741 0.28% 31 +1,099,054 New Q4 2025 Feb 09, 2026
SEI INVESTMENTS CO History Reduced 1,075,471 38,888 0.04% 0.04% 32 -95,932 -8.19% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 1,043,933 37,748 0.01% 0.0% 33 +472,517 82.69% Q4 2025 Jan 29, 2026
BANK OF AMERICA CORP /DE/ History Added to 999,982 36,159 0.0% 0.0% 34 +295,507 41.95% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 958,873 34,672 0.0% 0.01% 35 -418,163 -30.37% Q4 2025 Mar 25, 2026
Hudson Bay Capital Management LP History Reduced 952,641 34,447 0.11% 0.2% 36 -757,887 -44.31% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 935,956 33,844 0.02% 0.02% 37 -85,236 -8.35% Q4 2025 Feb 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 906,986 32,796 0.07% 0.07% 38 +11,165 1.25% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 877,004 32,093 0.02% 39 +877,004 New Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 865,129 31,283 0.04% 0.01% 40 +761,769 737.01% Q4 2025 Jan 09, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 835,850 30,224 0.08% 0.08% 41 -85,482 -9.28% Q4 2025 Feb 09, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 800,000 28,928 0.04% 0.05% 42 -25,000 -3.03% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 777,079 28,641 0.03% 0.03% 43 +163,138 26.57% Q4 2025 Feb 18, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 772,871 27,947 0.09% 0.11% 44 -86,385 -10.05% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 755,515 27,325 0.01% 0.01% 45 +117,492 18.42% Q4 2025 Feb 17, 2026
AEW CAPITAL MANAGEMENT L P History Reduced 701,884 25,380 1.84% 2.12% 46 -395,597 -36.05% Q4 2025 Feb 06, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 699,531 25,295 0.04% 0.06% 47 -518,020 -42.55% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 650,580 23,524 0.1% 0.08% 48 +221,893 51.76% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 621,732 23,476 1.11% 1.08% 49 +37,503 6.42% Q4 2025 Jan 21, 2026
RHUMBLINE ADVISERS History Reduced 611,085 22,096 0.02% 0.02% 50 -38,590 -5.94% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 609,127 21,999 0.01% 0.01% 51 -35,041 -5.44% Q4 2025 Mar 20, 2026
CANADA LIFE ASSURANCE Co History Added to 554,059 20,027 0.03% 0.03% 52 +4,569 0.83% Q4 2025 Feb 13, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 532,898 19,269 0.26% 0.27% 53 -46,254 -7.99% Q4 2025 Feb 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 531,057 19,203 0.01% 0.01% 54 +203,400 62.08% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 504,076 18,227 0.01% 0.0% 55 +242,589 92.77% Q4 2025 Feb 11, 2026
PRUDENTIAL FINANCIAL INC History Reduced 485,371 17,551 0.02% 0.04% 56 -421,596 -46.48% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 483,078 17,468 0.01% 0.01% 57 -45,071 -8.53% Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Added to 470,060 17,067 0.03% 0.02% 58 +112,035 31.29% Q4 2025 Jan 15, 2026
WELLS FARGO & COMPANY/MN History Added to 467,280 16,896 0.0% 0.0% 59 +87,670 23.09% Q4 2025 Feb 13, 2026
Gillson Capital LP History Reduced 461,836 16,700 1.09% 1.86% 60 -154,521 -25.07% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 450,594 16,293 0.03% 0.02% 61 +69,429 18.21% Q4 2025 Jan 28, 2026
Swiss National Bank History Added to 440,249 15,919 0.01% 0.01% 62 +13,100 3.07% Q4 2025 Feb 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 436,294 15,776 0.01% 0.0% 63 +37,192 9.32% Q4 2025 Jan 22, 2026
Asset Management One Co., Ltd. History Reduced 413,024 15,310 0.04% 0.04% 64 -24,225 -5.54% Q4 2025 Jan 27, 2026
Adelante Capital Management LLC History Added to 391,935 14,172 0.95% 0.79% 65 +51,738 15.21% Q4 2025 Feb 18, 2026
ALLIANCEBERNSTEIN L.P. History Added to 390,484 14,119 0.0% 0.0% 66 +72,790 22.91% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 379,379 13,718 0.04% 0.03% 67 +89,373 30.82% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 368,508 13,325 0.0% 0.0% 68 +45,700 14.16% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 349,378 12,634 0.02% 69 +349,378 New Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 347,008 12,547 0.19% 0.15% 70 +50,216 16.92% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History Added to 333,459 12,057 0.19% 0.16% 71 +33,958 11.34% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 333,160 12,047 0.03% 0.03% 72 +13,300 4.16% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Added to 324,198 11,722 0.01% 0.01% 73 +37,323 13.01% Q4 2025 Feb 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 317,400 11,477 0.07% 0.05% 74 +90,400 39.82% Q4 2025 Feb 04, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 312,552 11,301 0.04% 0.03% 75 -4,637 -1.46% Q4 2025 Feb 17, 2026
Lightrock Netherlands B.V. History Reduced 167,844 11,124 2.31% 1.33% 76 -4,261 -2.48% Q4 2025 Jan 26, 2026
Allianz Asset Management GmbH History Added to 306,776 11,093 0.01% 0.01% 77 +57,901 23.27% Q4 2025 Feb 11, 2026
B&I Capital AG History New 303,900 10,989 3.91% 78 +303,900 New Q4 2025 Jan 26, 2026
Tributary Capital Management, LLC History Reduced 274,647 9,931 0.98% 1.19% 79 -104,790 -27.62% Q4 2025 Jan 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 268,477 9,708 0.01% 0.0% 80 +188,550 235.9% Q4 2025 Feb 12, 2026
MACQUARIE GROUP LTD History Added to 257,907 9,325 0.04% 0.01% 81 +7,580 3.03% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Reduced 256,083 9,260 0.14% 0.15% 82 -10,860 -4.07% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 255,072 9,223 0.05% 0.05% 83 +7,392 2.98% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Added to 253,671 9,172 0.07% 0.06% 84 +30,016 13.42% Q4 2025 Feb 17, 2026
RENAISSANCE GROUP LLC History Added to 245,779 8,887 0.36% 0.32% 85 +2,365 0.97% Q4 2025 Feb 11, 2026
CITIGROUP INC History Added to 245,565 8,879 0.0% 0.0% 86 +59,359 31.88% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Added to 244,811 8,850 0.09% 0.08% 87 +30,619 14.3% Q4 2025 Jan 23, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 243,997 8,822 0.01% 0.0% 88 +3,262 1.36% Q4 2025 Jan 23, 2026
Beacon Pointe Advisors, LLC History Added to 241,918 8,748 0.06% 0.07% 89 +9,818 4.23% Q4 2025 Feb 18, 2026
SIT INVESTMENT ASSOCIATES INC History Reduced 235,270 8,507 10.43% 0.19% 90 -31,897 -11.94% Q4 2025 Feb 25, 2026
IBEX WEALTH ADVISORS History Added to 233,562 8,445 0.83% 0.76% 91 +3,480 1.51% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 233,079 8,428 0.02% 0.02% 92 -579 -0.25% Q4 2025 Jan 30, 2026
Neuberger Berman Group LLC History Added to 227,322 8,219 0.01% 0.01% 93 +5,451 2.46% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 225,788 8,164 0.0% 94 +225,788 New Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 220,880 7,987 0.02% 0.02% 95 -6,764 -2.97% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 218,027 7,883 0.05% 96 +218,027 New Q4 2025 Feb 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 211,965 7,664 0.01% 0.01% 97 +4,605 2.22% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 208,095 7,524 0.03% 0.07% 98 -408,327 -66.24% Q4 2025 Feb 17, 2026
one8zero8, LLC History Reduced 205,950 7,447 1.62% 1.63% 99 -11,800 -5.42% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 204,939 7,410 0.01% 0.02% 100 -27,644 -11.89% Q4 2025 Feb 05, 2026
ProShare Advisors LLC History Reduced 200,780 7,260 0.01% 0.02% 101 -22,703 -10.16% Q4 2025 Feb 06, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 200,081 7,234 0.0% 0.01% 102 -437,278 -68.61% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 198,770 7,188 0.0% 0.0% 103 +20,084 11.24% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 194,378 7,028 0.0% 0.0% 104 +11,582 6.34% Q4 2025 Feb 11, 2026
Uniplan Investment Counsel, Inc. History Added to 192,894 6,975 0.7% 0.54% 105 +35,309 22.41% Q4 2025 Feb 17, 2026
Vestcor Inc History Reduced 179,451 6,489 0.18% 0.27% 106 -77,255 -30.09% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 175,238 6,362 0.0% 0.0% 107 +8,942 5.38% Q4 2025 Feb 03, 2026
LPL Financial LLC History Reduced 165,397 5,980 0.0% 0.0% 108 -381 -0.23% Q4 2025 Feb 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 164,136 5,935 0.01% 0.01% 109 +18,136 12.42% Q4 2025 Jan 27, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 164,064 5,932 0.39% 0.4% 110 -7,416 -4.32% Q4 2025 Jan 27, 2026
CPC Advisors, LLC History New 163,570 5,914 0.6% 111 +163,570 New Q4 2025 Jan 28, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 151,812 5,489 0.01% 0.01% 112 -20,115 -11.7% Q4 2025 Feb 17, 2026
Greenland Capital Management LP History Added to 150,000 5,424 0.57% 0.48% 113 +10,000 7.14% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 147,700 5,340 0.01% 0.05% 114 -547,000 -78.74% Q4 2025 Feb 17, 2026
Amundi History Reduced 144,815 5,236 0.0% 0.0% 115 -253,851 -63.68% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 141,246 5,107 0.0% 116 +141,246 New Q4 2025 Feb 13, 2026
Lighthouse Investment Partners, LLC History Reduced 141,000 5,098 0.15% 0.21% 117 -55,000 -28.06% Q4 2025 Feb 17, 2026
Truvestments Capital LLC History Reduced 140,445 5,078 0.92% 0.91% 118 -5,025 -3.45% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 135,352 4,894 0.01% 0.01% 119 -14,359 -9.59% Q4 2025 Feb 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 134,801 4,875 0.04% 0.04% 120 -12,893 -8.73% Q4 2025 Jan 29, 2026
GAGNON SECURITIES LLC History Reduced 133,071 4,811 0.98% 0.94% 121 -2,614 -1.93% Q4 2025 Feb 13, 2026
Resona Asset Management Co.,Ltd. History Reduced 130,513 4,797 0.02% 0.02% 122 -2,816 -2.11% Q4 2025 Feb 06, 2026
CREDIT AGRICOLE S A History Added to 130,883 4,732 0.01% 0.01% 123 +30,916 30.93% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 130,031 4,701 0.02% 0.02% 124 -147 -0.11% Q4 2025 Feb 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 128,057 4,630 0.02% 0.02% 125 +2,751 2.2% Q4 2025 Feb 10, 2026
GSI Capital Advisors LLC History Added to 126,240 4,564 2.56% 2.44% 126 +1,840 1.48% Q4 2025 Feb 12, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 124,533 4,503 0.15% 0.17% 127 0 0.0% Q4 2025 Feb 17, 2026
Illinois Municipal Retirement Fund History Added to 121,524 4,394 0.06% 0.05% 128 +9,266 8.25% Q4 2025 Feb 11, 2026
Castellan Group History Added to 119,420 4,318 0.54% 0.58% 129 +4,877 4.26% Q4 2025 Jan 23, 2026
Advisors Preferred, LLC History Added to 116,358 4,224 0.69% 0.14% 130 +88,927 324.18% Q4 2025 Feb 02, 2026
VAN ECK ASSOCIATES CORP History Added to 110,749 4,005 0.0% 0.0% 131 +8,704 8.53% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 108,213 3,912 0.0% 132 +108,213 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 107,596 3,890 0.0% 0.0% 133 +6,894 6.85% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 104,447 3,776 0.01% 0.01% 134 +5,375 5.43% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 102,300 3,699 0.06% 0.06% 135 +1,000 0.99% Q4 2025 Jan 16, 2026
JANUS HENDERSON GROUP PLC History Added to 100,533 3,634 0.0% 0.0% 136 +6,100 6.46% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 100,428 3,631 0.0% 0.0% 137 +7,515 8.09% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History Added to 99,314 3,591 0.1% 0.02% 138 +79,800 408.94% Q4 2025 Feb 13, 2026
FIL Ltd History Reduced 93,934 3,396 0.0% 0.0% 139 -10,251 -9.84% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Added to 87,309 3,260 0.01% 0.01% 140 +186 0.21% Q4 2025 Feb 18, 2026
Creative Planning History Added to 90,127 3,258 0.0% 0.0% 141 +5,529 6.54% Q4 2025 Feb 17, 2026
Aberdeen Group plc History Added to 89,948 3,252 0.01% 0.0% 142 +5,124 6.04% Q4 2025 Jan 16, 2026
TD ASSET MANAGEMENT INC History New 86,808 3,138 0.0% 143 +86,808 New Q4 2025 Feb 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 86,016 3,110 0.03% 0.03% 144 -16,857 -16.39% Q4 2025 Feb 10, 2026
Capital Square, LLC History Reduced 82,840 2,995 1.53% 1.58% 145 -6,621 -7.4% Q4 2025 Feb 13, 2026
Knights of Columbus Asset Advisors LLC History Added to 81,056 2,930 0.17% 0.11% 146 +23,665 41.23% Q4 2025 Feb 09, 2026
Cetera Investment Advisers History Added to 79,937 2,890 0.0% 0.0% 147 +10,833 15.68% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 79,046 2,858 0.01% 0.01% 148 +28,100 55.16% Q4 2025 Feb 06, 2026
BENJAMIN EDWARDS INC History Added to 77,558 2,804 0.03% 0.03% 149 +380 0.49% Q4 2025 Feb 02, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History New 76,000 2,748 0.06% 150 +76,000 New Q4 2025 Feb 17, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 73,409 2,654 0.07% 0.07% 151 -8,634 -10.52% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 73,012 2,640 0.0% 0.0% 152 +5,500 8.15% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 71,569 2,588 0.01% 0.0% 153 +31,244 77.48% Q4 2025 Feb 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 68,562 2,479 0.01% 0.02% 154 -39,246 -36.4% Q4 2025 Jan 28, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 67,062 2,425 0.02% 0.03% 156 -13,177 -16.42% Q4 2025 Feb 11, 2026
DekaBank Deutsche Girozentrale History No change 89,898 2,425 0.0% 0.01% 155 0 0.0% Q4 2025 Jan 28, 2026
AMALGAMATED BANK History Added to 64,951 2,349 0.02% 0.02% 157 +2,184 3.48% Q4 2025 Feb 05, 2026
Verition Fund Management LLC History Reduced 64,423 2,329 0.01% 0.04% 158 -230,684 -78.17% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 60,528 2,260 0.02% 0.03% 159 -8,224 -11.96% Q4 2025 Jan 21, 2026
OSAIC HOLDINGS, INC. History Added to 62,274 2,252 0.0% 0.0% 160 +3,563 6.07% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 62,222 2,249 0.01% 0.01% 161 -2,967 -4.55% Q4 2025 Jan 28, 2026
HighTower Advisors, LLC History Added to 61,718 2,231 0.0% 0.0% 162 +612 1.0% Q4 2025 Feb 06, 2026
State of New Jersey Common Pension Fund D History Reduced 61,548 2,225 0.01% 0.01% 163 -8,760 -12.46% Q4 2025 Jan 30, 2026
Police & Firemen's Retirement System of New Jersey History Added to 61,092 2,209 0.02% 0.02% 164 +2,266 3.85% Q4 2025 Feb 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 58,700 2,122 0.02% 0.01% 165 +10,635 22.13% Q4 2025 Feb 03, 2026
Taproot Management LP History New 58,392 2,111 0.34% 166 +58,392 New Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 57,807 2,090 0.01% 0.0% 167 +5,539 10.6% Q4 2025 Feb 05, 2026
Jackson Creek Investment Advisors LLC History Reduced 57,246 2,070 0.61% 0.61% 168 -3,138 -5.2% Q4 2025 Feb 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 56,576 2,064 0.05% 0.01% 169 +38,539 213.67% Q4 2025 Jan 27, 2026
COZAD ASSET MANAGEMENT INC History Added to 56,739 2,051 0.16% 0.15% 170 +1,621 2.94% Q4 2025 Feb 13, 2026
Hennion & Walsh Asset Management, Inc. History Added to 55,515 2,007 0.07% 0.06% 171 +8,573 18.26% Q4 2025 Jan 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 54,431 1,968 0.0% 0.0% 172 -78 -0.14% Q4 2025 Feb 12, 2026
Moran Wealth Management, LLC History Reduced 54,202 1,959 0.06% 0.06% 173 -2,279 -4.03% Q4 2025 Jan 26, 2026
KLP KAPITALFORVALTNING AS History Added to 53,200 1,938 0.01% 0.01% 174 +5,700 12.0% Q4 2025 Jan 28, 2026
Metis Global Partners, LLC History Added to 52,817 1,909 0.05% 0.04% 175 +5,096 10.68% Q4 2025 Feb 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 51,082 1,847 0.02% 0.02% 176 +1,470 2.96% Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 50,238 1,816 0.0% 0.0% 177 +4,945 10.92% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History Added to 48,377 1,749 0.19% 0.19% 178 +3 0.01% Q4 2025 Feb 03, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 48,305 1,746 0.02% 0.02% 179 -1,202 -2.43% Q4 2025 Feb 05, 2026
Andrew Hill Investment Advisors, Inc. History Reduced 47,537 1,718 1.31% 1.29% 180 -181 -0.38% Q4 2025 Jan 23, 2026
UniSuper Management Pty Ltd History Reduced 46,100 1,666 0.01% 0.01% 181 -14,400 -23.8% Q4 2025 Feb 12, 2026
Dockside LLC History New 43,677 1,579 0.41% 182 +43,677 New Q4 2025 Feb 13, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 43,514 1,573 1.02% 1.08% 183 0 0.0% Q4 2025 Jan 26, 2026
ASSETMARK, INC History Reduced 42,230 1,527 0.0% 0.0% 184 -1,442 -3.3% Q4 2025 Jan 23, 2026
Erste Asset Management GmbH History Reduced 40,600 1,505 0.01% 0.01% 185 -1,600 -3.79% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 41,339 1,494 0.0% 0.0% 186 +7,756 23.1% Q4 2025 Feb 13, 2026
Pensionfund PDN History Reduced 41,000 1,483 0.98% 0.99% 187 -3,000 -6.82% Q4 2025 Jan 12, 2026
D.A. DAVIDSON & CO. History Added to 40,781 1,474 0.01% 0.01% 188 +282 0.7% Q4 2025 Jan 29, 2026
New Age Alpha Advisors, LLC History Reduced 40,619 1,468 0.06% 0.28% 189 -149,692 -78.66% Q4 2025 Feb 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 40,597 1,467 0.14% 0.14% 190 0 0.0% Q4 2025 Jan 20, 2026
STRS OHIO History Reduced 39,700 1,435 0.01% 0.02% 191 -130,460 -76.67% Q4 2025 Feb 02, 2026
Golden State Equity Partners History Added to 39,483 1,427 0.23% 0.23% 192 +459 1.18% Q4 2025 Jan 29, 2026
QSV Equity Investors LLC History Reduced 39,359 1,423 2.1% 2.01% 193 -17,303 -30.54% Q4 2025 Feb 12, 2026
Advisors Asset Management, Inc. History Added to 39,118 1,414 0.02% 0.01% 194 +20,060 105.26% Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 38,027 1,375 0.01% 0.01% 195 +11,226 41.89% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 37,820 1,367 0.0% 0.0% 196 +7,106 23.14% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 36,827 1,331 0.0% 0.0% 197 +5,127 16.17% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 36,048 1,314 0.0% 0.0% 198 +2 0.01% Q4 2025 Mar 09, 2026
Summit Global Investments History Added to 36,318 1,313 0.08% 0.03% 199 +19,852 120.56% Q4 2025 Feb 18, 2026
IFM Investors Pty Ltd History Added to 36,263 1,311 0.01% 0.01% 200 +1,909 5.56% Q4 2025 Feb 12, 2026
NewEdge Advisors, LLC History Added to 36,044 1,303 0.0% 0.01% 201 +318 0.89% Q4 2025 Feb 18, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Reduced 35,803 1,294 0.09% 0.11% 202 -12,587 -26.01% Q4 2025 Feb 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 33,861 1,224 0.01% 0.01% 203 +502 1.5% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History New 33,619 1,215 0.03% 204 +33,619 New Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 32,860 1,188 0.02% 0.02% 205 +1,189 3.75% Q4 2025 Feb 17, 2026
Legato Capital Management LLC History New 32,437 1,172 0.1% 206 +32,437 New Q4 2025 Feb 06, 2026
JENNISON ASSOCIATES LLC History New 31,968 1,155 0.0% 207 +31,968 New Q4 2025 Jan 30, 2026
Pictet Asset Management Holding SA History Added to 31,733 1,147 0.0% 0.0% 208 +1,363 4.49% Q4 2025 Jan 29, 2026
AlphaQuest LLC History Added to 31,669 1,145 0.06% 0.06% 209 +5,396 20.54% Q4 2025 Feb 09, 2026
Vanderbilt University History New 31,120 1,125 0.19% 210 +31,120 New Q4 2025 Jan 21, 2026
De Lisle Partners LLP History No change 31,073 1,123 0.14% 0.13% 211 0 0.0% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 29,677 1,073 0.01% 0.01% 212 +14,930 101.24% Q4 2025 Jan 29, 2026
ALLSTATE CORP History New 29,464 1,065 0.01% 213 +29,464 New Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 29,029 1,062 0.0% 0.0% 214 -6,205 -17.61% Q4 2025 Jan 15, 2026
VALICENTI ADVISORY SERVICES INC History Reduced 29,105 1,052 0.22% 0.3% 215 -11,642 -28.57% Q4 2025 Jan 16, 2026
NewSquare Capital LLC History Reduced 28,673 1,036 0.09% 0.08% 216 -5,569 -16.26% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 28,605 1,034 0.0% 0.0% 217 0 0.0% Q4 2025 Feb 12, 2026
Entropy Technologies, LP History Added to 28,391 1,026 0.06% 0.06% 218 +5,837 25.88% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 27,387 990 0.01% 0.01% 219 +98 0.36% Q4 2025 Jan 29, 2026
Ensign Peak Advisors, Inc History Reduced 26,169 946 0.0% 0.0% 220 -15,550 -37.27% Q4 2025 Feb 12, 2026
Legacy Bridge, LLC History Added to 26,122 944 0.38% 0.37% 221 +195 0.75% Q4 2025 Jan 23, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 25,604 925 0.09% 0.08% 222 -879 -3.32% Q4 2025 Jan 12, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 25,564 924 0.17% 0.13% 223 +5,859 29.73% Q4 2025 Jan 28, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 25,522 922 0.01% 0.01% 224 +845 3.42% Q4 2025 Feb 10, 2026
M&T BANK CORP History New 24,706 893 0.0% 225 +24,706 New Q4 2025 Jan 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 22,149 800 0.0% 0.0% 226 -1,894 -7.88% Q4 2025 Feb 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History New 21,800 788 0.0% 228 +21,800 New Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 21,789 788 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 21,597 780 0.0% 0.0% 229 +380 1.79% Q4 2025 Feb 06, 2026
World Investment Advisors History Reduced 21,503 777 0.01% 0.02% 230 -1,601 -6.93% Q4 2025 Mar 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 21,388 773 0.0% 0.0% 231 +194 0.92% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 20,844 753 0.0% 0.0% 232 +1,362 6.99% Q4 2025 Feb 18, 2026
Vise Technologies, Inc. History New 20,770 751 0.01% 233 +20,770 New Q4 2025 Feb 11, 2026
Cambria Investment Management, L.P. History Added to 20,251 732 0.04% 0.04% 234 +9 0.04% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 19,585 717 0.0% 0.0% 235 +613 3.23% Q4 2025 Jan 08, 2026
Kestra Advisory Services, LLC History Added to 19,777 715 0.0% 0.0% 236 +2,931 17.4% Q4 2025 Feb 13, 2026
Seelaus Asset Management LLC History No change 19,657 710 0.56% 0.54% 237 0 0.0% Q4 2025 Feb 04, 2026
CWM, LLC History Added to 19,404 702 0.0% 0.0% 238 +2,446 14.42% Q4 2025 Jan 26, 2026
Pensionfund Sabic History No change 19,000 687 0.19% 0.18% 239 0 0.0% Q4 2025 Jan 12, 2026
Prospera Financial Services Inc History Added to 18,712 676 0.01% 0.01% 240 +1 0.01% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History Added to 18,411 671 0.02% 0.02% 242 +1,962 11.93% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Added to 18,573 671 0.02% 0.02% 241 +757 4.25% Q4 2025 Feb 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 18,158 662 0.0% 0.0% 243 +6,928 61.69% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 18,038 652 0.0% 0.0% 244 +4,669 34.92% Q4 2025 Feb 12, 2026
Tidal Investments LLC History Reduced 17,799 643 0.0% 0.0% 245 -17,780 -49.97% Q4 2025 Feb 13, 2026
XPONANCE LLC History Added to 17,745 641 0.0% 0.0% 246 +1,027 6.14% Q4 2025 Feb 12, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 17,651 638 0.01% 0.01% 247 +777 4.6% Q4 2025 Feb 18, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 17,456 631 0.05% 0.05% 248 +249 1.45% Q4 2025 Jan 20, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 17,388 628 0.01% 0.01% 249 -2,753 -13.67% Q4 2025 Feb 02, 2026
Groupe la Francaise History Reduced 17,154 620 0.01% 0.01% 250 -1,719 -9.11% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 16,500 596 0.0% 251 +16,500 New Q4 2025 Feb 13, 2026
Abel Hall, LLC History New 16,331 590 0.14% 252 +16,331 New Q4 2025 Feb 17, 2026
Perpetual Ltd History Reduced 16,307 589 0.01% 0.01% 253 -8,300 -33.73% Q4 2025 Jan 20, 2026
&PARTNERS History Added to 16,231 586 0.0% 0.0% 254 +1,444 9.77% Q4 2025 Feb 17, 2026
Balance Wealth, LLC History Added to 16,026 579 0.19% 0.12% 255 +2,146 15.46% Q4 2025 Jan 21, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 15,867 573 0.01% 0.01% 256 -547 -3.33% Q4 2025 Feb 10, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 15,491 560 0.13% 0.13% 257 +615 4.13% Q4 2025 Jan 26, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 15,359 555 0.0% 0.0% 258 -329 -2.1% Q4 2025 Feb 11, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 15,024 548 0.03% 259 +15,024 New Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 14,882 538 0.0% 260 +14,882 New Q4 2025 Feb 12, 2026
BANQUE PICTET & CIE SA History Reduced 14,657 529 0.0% 0.0% 261 -3,445 -19.03% Q4 2025 Jan 16, 2026
Sanctuary Advisors, LLC History Added to 14,279 516 0.0% 0.0% 262 +6,913 93.85% Q4 2025 Jan 29, 2026
Inspire Investing, LLC History Added to 14,256 515 0.05% 0.04% 263 +1,135 8.65% Q4 2025 Feb 17, 2026
Keebeck Wealth Management History Added to 13,683 499 0.06% 0.05% 264 +516 3.92% Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Added to 13,391 484 0.02% 0.01% 265 +3,498 35.36% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Added to 12,812 463 0.01% 0.01% 266 +719 5.95% Q4 2025 Feb 03, 2026
TRUIST FINANCIAL CORP History Added to 12,388 447 0.0% 0.0% 267 +3,078 33.06% Q4 2025 Feb 02, 2026
BESSEMER GROUP INC History Added to 12,340 447 0.0% 0.0% 268 +2,032 19.71% Q4 2025 Feb 05, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 12,330 446 0.03% 0.03% 269 0 0.0% Q4 2025 Feb 03, 2026
Fund Advisors of America Inc/FL History New 12,323 445 0.41% 270 +12,323 New Q4 2025 Mar 13, 2026
Integrated Investment Consultants, LLC History No change 12,100 437 0.09% 0.07% 271 0 0.0% Q4 2025 Mar 03, 2026
JANE STREET GROUP, LLC History Reduced 11,900 430 0.0% 0.0% 273 -255,156 -95.54% Q4 2025 Feb 12, 2026
MAI Capital Management History Reduced 11,898 430 0.0% 0.0% 272 -41 -0.34% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 11,888 429 0.01% 0.02% 274 -17,780 -59.93% Q4 2025 Feb 13, 2026
MQS Management LLC History Reduced 11,851 428 0.25% 0.28% 275 -2,183 -15.56% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Added to 11,725 423 0.01% 0.01% 276 +1,224 11.66% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 11,941 421 0.0% 0.0% 277 +251 2.15% Q4 2025 Feb 10, 2026
Campbell & CO Investment Adviser LLC History Added to 11,622 420 0.02% 0.03% 278 +1,867 19.14% Q4 2025 Feb 12, 2026
BARD ASSOCIATES INC History Reduced 11,299 412 0.11% 0.17% 279 -7,365 -39.46% Q4 2025 Feb 13, 2026
OFI INVEST ASSET MANAGEMENT History Reduced 13,370 411 0.01% 0.01% 280 -427 -3.09% Q4 2025 Jan 22, 2026
EP Wealth Advisors, LLC History New 11,099 401 0.0% 281 +11,099 New Q4 2025 Feb 18, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 10,932 395 0.02% 0.02% 282 +82 0.76% Q4 2025 Jan 26, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 10,900 394 0.01% 0.01% 283 0 0.0% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 10,741 388 0.0% 0.0% 285 +6,414 148.23% Q4 2025 Jan 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 10,754 388 0.01% 0.0% 284 +4,319 67.12% Q4 2025 Feb 09, 2026
Values First Advisors, Inc. History Reduced 10,735 388 0.2% 0.24% 286 -2,115 -16.46% Q4 2025 Jan 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 10,591 382 0.0% 0.0% 287 -267 -2.46% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 10,547 381 0.0% 0.0% 288 -1,957 -15.65% Q4 2025 Jan 30, 2026
Swiss Life Asset Management Ltd History New 10,309 372 0.0% 289 +10,309 New Q4 2025 Feb 04, 2026
Norinchukin Bank, The History Reduced 10,219 369 0.0% 0.0% 290 -196 -1.88% Q4 2025 Feb 17, 2026
BOKF, NA History Reduced 10,179 368 0.01% 0.01% 291 -49 -0.48% Q4 2025 Feb 03, 2026
PROFUND ADVISORS LLC History Added to 10,041 363 0.01% 0.01% 292 +253 2.58% Q4 2025 Feb 06, 2026
MGO ONE SEVEN LLC History New 9,967 360 0.01% 293 +9,967 New Q4 2025 Feb 03, 2026
Vident Advisory, LLC History Reduced 9,406 340 0.0% 0.0% 294 -1,486 -13.64% Q4 2025 Feb 18, 2026
Wealth Quarterback LLC History Added to 9,178 331 0.12% 0.12% 295 +223 2.49% Q4 2025 Jan 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 9,126 329 0.0% 0.0% 296 -5,108 -35.89% Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 9,041 326 0.01% 0.03% 297 -2,826 -23.81% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 8,940 323 0.0% 0.0% 298 -1,431 -13.8% Q4 2025 Feb 02, 2026
Savvy Advisors, Inc. History New 8,916 322 0.01% 299 +8,916 New Q4 2025 Jan 20, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 8,820 318 0.0% 0.0% 300 -3,778 -29.99% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 8,776 317 0.0% 0.0% 301 +2,490 39.61% Q4 2025 Jan 26, 2026
Covestor Ltd History Added to 8,735 316 0.17% 0.16% 302 +461 5.57% Q4 2025 Feb 06, 2026
Pasadena Private Wealth, LLC History New 8,324 301 0.04% 304 +8,324 New Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Added to 8,345 301 0.0% 0.0% 303 +1 0.01% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 8,319 300 0.0% 0.0% 305 +1,630 24.37% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 8,271 299 0.02% 0.01% 306 +2,210 36.46% Q4 2025 Jan 05, 2026
South Shore Capital Advisors History New 8,000 289 0.21% 307 +8,000 New Q4 2025 Jan 21, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 7,900 285 0.0% 308 +7,900 New Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Reduced 7,869 284 0.01% 0.01% 309 -228 -2.82% Q4 2025 Feb 03, 2026
Empowered Funds, LLC History Added to 7,813 282 0.0% 0.0% 310 +1,560 24.95% Q4 2025 Feb 18, 2026
Tower Research Capital LLC (TRC) History Reduced 7,563 273 0.01% 0.02% 311 -11,353 -60.02% Q4 2025 Feb 17, 2026
SHELTON CAPITAL MANAGEMENT History Added to 7,479 270 0.01% 0.0% 312 +918 13.99% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History New 7,405 267 0.01% 313 +7,405 New Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Added to 7,189 260 0.0% 0.0% 315 +689 10.6% Q4 2025 Jan 05, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 7,209 260 0.03% 0.03% 314 0 0.0% Q4 2025 Jan 29, 2026
Ameritas Advisory Services, LLC History New 7,151 258 0.01% 316 +7,151 New Q4 2025 Feb 04, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 7,099 256 0.04% 0.04% 317 +558 8.53% Q4 2025 Jan 22, 2026
MANGROVE PARTNERS IM, LLC History New 7,062 255 0.02% 318 +7,062 New Q4 2025 Feb 17, 2026
XML Financial, LLC History New 6,960 251 0.02% 319 +6,960 New Q4 2025 Feb 11, 2026
Impact Investors, Inc History Added to 6,936 250 0.17% 0.14% 321 +793 12.91% Q4 2025 Jan 21, 2026
HANCOCK WHITNEY CORP History Added to 6,923 250 0.0% 0.0% 320 +99 1.45% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History Reduced 6,881 248 0.0% 0.0% 322 -4,156 -37.66% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 6,732 248 0.01% 0.01% 324 +714 11.86% Q4 2025 Feb 13, 2026
Anchor Investment Management, LLC History Reduced 6,880 248 0.02% 0.02% 323 -40 -0.58% Q4 2025 Feb 26, 2026
CHOREO, LLC History Reduced 6,648 245 0.0% 0.0% 325 -1,191 -15.19% Q4 2025 Jan 23, 2026
Caitlin John, LLC History Reduced 6,754 244 0.16% 0.81% 328 -26,764 -79.85% Q4 2025 Feb 18, 2026
Farther Finance Advisors, LLC History Added to 6,761 244 0.0% 0.0% 327 +5,269 353.15% Q4 2025 Jan 23, 2026
Trust Point Inc. History Reduced 6,762 244 0.02% 0.02% 326 -374 -5.24% Q4 2025 Jan 13, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 6,686 241 0.02% 0.02% 329 +2 0.03% Q4 2025 Jan 27, 2026
SAGE RHINO CAPITAL LLC History Added to 6,561 237 0.04% 0.04% 330 +151 2.36% Q4 2025 Jan 30, 2026
Coppell Advisory Solutions LLC History Reduced 6,297 232 0.02% 0.02% 331 -120 -1.87% Q4 2025 Feb 17, 2026
ADVISORTRUST PARTNERS, LLC History New 6,369 230 0.1% 333 +6,369 New Q4 2025 Mar 10, 2026
KBC Group NV History No change 6,354 230 0.0% 0.0% 332 0 0.0% Q4 2025 Jan 26, 2026
Jump Financial, LLC History Reduced 6,308 228 0.0% 0.03% 334 -71,992 -91.94% Q4 2025 Feb 17, 2026
VARCOV Co. History New 6,268 226 0.09% 335 +6,268 New Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History New 6,086 220 0.0% 336 +6,086 New Q4 2025 Feb 13, 2026
JOURNEY STRATEGIC WEALTH LLC History New 5,749 207 0.01% 337 +5,749 New Q4 2025 Feb 13, 2026
Monument Capital Management History Reduced 5,561 201 0.05% 0.07% 338 -1,976 -26.22% Q4 2025 Jan 26, 2026
Ausbil Investment Management Ltd History No change 5,584 201 0.11% 0.1% 339 0 0.0% Q4 2025 Jan 13, 2026
Horizon Investments, LLC History Reduced 5,509 199 0.0% 0.05% 340 -107,907 -95.14% Q4 2025 Feb 02, 2026
Caitong International Asset Management Co., Ltd History Added to 5,340 193 0.05% 0.01% 341 +4,892 1091.96% Q4 2025 Mar 03, 2026
Archer Investment Corp History Reduced 5,043 182 0.04% 0.05% 342 -1,046 -17.18% Q4 2025 Jan 30, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 5,000 180 0.04% 0.03% 343 0 0.0% Q4 2025 Jan 15, 2026
Sandia Investment Management LP History No change 5,000 180 0.45% 0.52% 344 0 0.0% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History Reduced 4,397 158 0.01% 0.01% 345 -4,995 -53.18% Q4 2025 Feb 17, 2026
Pandora Wealth, Inc. History No change 4,200 151 0.09% 0.09% 346 0 0.0% Q4 2025 Feb 04, 2026
Pinnacle Wealth Planning Services, Inc. History New 4,015 145 0.02% 347 +4,015 New Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,960 143 0.0% 0.0% 348 +1,345 51.43% Q4 2025 Feb 17, 2026
SUMMER ROAD LLC History No change 3,750 135 0.1% 0.09% 349 0 0.0% Q4 2025 Feb 11, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 3,700 133 0.0% 0.0% 350 +32 0.87% Q4 2025 Jan 27, 2026
Allworth Financial LP History New 3,492 126 0.0% 351 +3,492 New Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Added to 3,470 125 0.0% 0.0% 352 +1,849 114.07% Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History Added to 3,238 117 0.01% 0.01% 353 +223 7.4% Q4 2025 Jan 26, 2026
SIGNATUREFD, LLC History Added to 3,112 112 0.0% 0.0% 354 +206 7.09% Q4 2025 Jan 20, 2026
Parallel Advisors, LLC History Added to 2,750 99 0.0% 0.0% 355 +824 42.78% Q4 2025 Feb 11, 2026
DANSKE BANK A/S History Reduced 2,400 86 0.0% 0.0% 356 -30,767 -92.76% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 2,200 79 0.0% 0.0% 357 +232 11.79% Q4 2025 Mar 16, 2026
Key Capital Management, INC History New 1,905 68 0.07% 358 +1,905 New Q4 2025 Jan 26, 2026
Salomon & Ludwin, LLC History Added to 1,713 61 0.01% 0.0% 359 +188 12.33% Q4 2025 Jan 28, 2026
Versant Capital Management, Inc History Added to 1,685 60 0.01% 0.01% 360 +103 6.51% Q4 2025 Jan 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,622 58 0.0% 0.0% 361 +11 0.68% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History Added to 1,525 55 0.0% 0.0% 362 +308 25.31% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 1,481 53 0.0% 0.0% 363 -323 -17.9% Q4 2025 Feb 12, 2026
Crewe Advisors LLC History No change 1,445 52 0.0% 0.0% 364 0 0.0% Q4 2025 Jan 16, 2026
USA FINANCIAL FORMULAS History New 1,437 51 0.01% 365 +1,437 New Q4 2025 Jan 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 1,411 48 0.0% 0.0% 366 -11,326 -88.92% Q4 2025 Feb 11, 2026
Arax Advisory Partners History New 1,344 48 0.0% 367 +1,344 New Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 1,349 48 0.0% 0.0% 368 +95 7.58% Q4 2025 Feb 06, 2026
Signature Equity Partners, LLC History New 1,302 47 0.03% 369 +1,302 New Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,250 45 0.0% 0.0% 370 +1,057 547.67% Q4 2025 Feb 12, 2026
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ History New 1,200 43 0.08% 371 +1,200 New Q4 2025 Jan 21, 2026
Eurizon Capital SGR S.p.A. History New 1,186 43 0.0% 372 +1,186 New Q4 2025 Feb 10, 2026
MCGUIRE CAPITAL ADVISORS INC History New 1,112 40 0.03% 373 +1,112 New Q4 2025 Feb 19, 2026
Advantage Trust Co History No change 1,100 39 0.02% 0.02% 374 0 0.0% Q4 2025 Jan 29, 2026
Heritage Wealth Advisors History No change 1,000 36 0.0% 0.0% 375 0 0.0% Q4 2025 Feb 13, 2026
LOOMIS SAYLES & CO L P History No change 944 34 0.0% 0.0% 376 0 0.0% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 910 32 0.0% 0.0% 377 -6 -0.66% Q4 2025 Feb 06, 2026
Transamerica Financial Advisors, LLC History Added to 868 31 0.0% 0.0% 378 +728 520.0% Q4 2025 Feb 13, 2026
MTM Investment Management, LLC History No change 800 28 0.01% 0.01% 379 0 0.0% Q4 2025 Feb 09, 2026
Kemnay Advisory Services Inc. History New 750 27 0.0% 381 +750 New Q4 2025 Feb 17, 2026
CBIZ Investment Advisory Services, LLC History Added to 741 27 0.0% 0.0% 382 +122 19.71% Q4 2025 Feb 09, 2026
MassMutual Private Wealth & Trust, FSB History Added to 747 27 0.0% 0.0% 380 +20 2.75% Q4 2025 Jan 07, 2026
Bell Investment Advisors, Inc History Added to 706 25 0.0% 0.0% 383 +149 26.75% Q4 2025 Feb 24, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 630 23 0.0% 0.0% 384 -12 -1.87% Q4 2025 Jan 26, 2026
Spire Wealth Management History Added to 621 22 0.0% 385 +604 3552.94% Q4 2025 Jan 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 573 21 0.0% 0.0% 386 +374 187.94% Q4 2025 Feb 09, 2026
Centerpoint Advisors, LLC History No change 588 21 0.01% 0.01% 387 0 0.0% Q4 2025 Feb 13, 2026
Acumen Wealth Advisors, LLC History New 572 20 0.01% 389 +572 New Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 558 20 0.0% 388 +541 3182.35% Q4 2025 Feb 10, 2026
Cornerstone Planning Group LLC History Reduced 536 19 0.0% 0.0% 390 -14 -2.55% Q4 2025 Feb 02, 2026
Asset Planning,Inc History Added to 531 19 0.01% 0.01% 391 +6 1.14% Q4 2025 Feb 03, 2026
Hilton Head Capital Partners, LLC History New 510 18 0.01% 392 +510 New Q4 2025 Feb 11, 2026
Capital Analysts, LLC History Added to 478 17 0.0% 0.0% 394 +91 23.51% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Added to 482 17 0.0% 0.0% 393 +67 16.14% Q4 2025 Feb 13, 2026
Scarborough Advisors, LLC History Added to 496 17 0.0% 0.0% 395 +16 3.33% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Added to 467 16 0.0% 0.0% 396 +5 1.08% Q4 2025 Feb 13, 2026
Smithfield Trust Co History No change 405 15 0.0% 0.0% 397 0 0.0% Q4 2025 Feb 09, 2026
Financial Freedom, LLC History No change 427 15 0.01% 0.01% 398 0 0.0% Q4 2025 Feb 17, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History New 397 14 0.01% 400 +397 New Q4 2025 Jan 22, 2026
Bare Financial Services, Inc History Added to 395 14 0.0% 0.0% 399 +74 23.05% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Added to 379 13 0.0% 0.0% 401 +71 23.05% Q4 2025 Feb 09, 2026
HM PAYSON & CO History No change 375 13 0.0% 0.0% 402 0 0.0% Q4 2025 Feb 12, 2026
Greenline Wealth Management LLC History New 352 12 0.01% 403 +352 New Q4 2025 Feb 13, 2026
EASTERN BANK History New 318 11 0.0% 404 +318 New Q4 2025 Jan 14, 2026
WealthCollab, LLC History New 309 11 0.0% 406 +309 New Q4 2025 Jan 27, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 313 11 0.0% 0.0% 405 +244 353.62% Q4 2025 Feb 09, 2026
Accent Capital Management, LLC History No change 275 10 0.0% 0.0% 407 0 0.0% Q4 2025 Feb 09, 2026
Rosenberg Matthew Hamilton History No change 257 9 0.0% 0.0% 408 0 0.0% Q4 2025 Jan 05, 2026
Quent Capital, LLC History No change 250 9 0.0% 0.0% 409 0 0.0% Q4 2025 Jan 29, 2026
Fortitude Family Office, LLC History No change 259 9 0.0% 0.0% 410 0 0.0% Q4 2025 Jan 15, 2026
Hillsdale Investment Management Inc. History No change 240 8 0.0% 0.0% 411 0 0.0% Q4 2025 Feb 10, 2026
Dogwood Wealth Management LLC History No change 229 8 0.0% 0.0% 412 0 0.0% Q4 2025 Feb 04, 2026
Clearstead Advisors, LLC History No change 196 7 0.0% 0.0% 413 0 0.0% Q4 2025 Feb 09, 2026
McIlrath & Eck, LLC History No change 200 7 0.0% 0.0% 414 0 0.0% Q4 2025 Feb 03, 2026
Key FInancial Inc History No change 194 7 0.0% 0.0% 415 0 0.0% Q4 2025 Feb 09, 2026
AMERIFLEX GROUP, INC. History Reduced 155 5 0.0% 0.0% 420 -155 -50.0% Q4 2025 Feb 18, 2026
Cape Investment Advisory, Inc. History New 150 5 0.0% 419 +150 New Q4 2025 Feb 17, 2026
Sankala Group LLC History New 144 5 0.0% 421 +144 New Q4 2025 Mar 02, 2026
Vermillion & White Wealth Management Group, LLC History New 140 5 0.0% 418 +140 New Q4 2025 Feb 18, 2026
West Financial Advisors, LLC History Added to 155 5 0.0% 0.0% 417 +2 1.31% Q4 2025 Jan 13, 2026
High Note Wealth, LLC History No change 164 5 0.0% 0.0% 416 0 0.0% Q4 2025 Feb 05, 2026
FEDERATED HERMES, INC. History New 136 4 0.0% 422 +136 New Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 117 4 0.0% 0.0% 423 0 0.0% Q4 2025 Feb 05, 2026
Retirement Wealth Solutions LLC History No change 113 4 0.0% 0.0% 424 0 0.0% Q4 2025 Jan 07, 2026
FINANCIAL CONSULATE, INC History New 100 3 0.0% 426 +100 New Q4 2025 Jan 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 100 3 0.0% 0.0% 425 0 0.0% Q4 2025 Feb 03, 2026
Red Tortoise LLC History No change 99 3 0.0% 0.0% 427 0 0.0% Q4 2025 Jan 22, 2026
Colonial Trust Co / SC History No change 88 3 0.0% 0.0% 428 0 0.0% Q4 2025 Feb 12, 2026
Elyxium Wealth, LLC History New 75 2 0.0% 431 +75 New Q4 2025 Feb 05, 2026
Keating Financial Advisory Services, Inc. History New 65 2 0.0% 432 +65 New Q4 2025 Feb 09, 2026
Physician Wealth Advisors, Inc. History Added to 77 2 0.0% 0.0% 429 +25 48.08% Q4 2025 Jan 29, 2026
Private Wealth Asset Management, LLC History No change 77 2 0.0% 0.0% 430 0 0.0% Q4 2025 Feb 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 39 1 0.0% 434 +39 New Q4 2025 Feb 11, 2026
Ankerstar Wealth, LLC History New 39 1 0.0% 442 +39 New Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History New 35 1 0.0% 436 +35 New Q4 2025 Feb 09, 2026
MidFirst Bank History New 31 1 0.0% 444 +31 New Q4 2025 Feb 25, 2026
Avion Wealth History New 29 1 0.0% 439 +29 New Q4 2025 Jan 23, 2026
Quarry LP History Added to 50 1 0.0% 441 +29 138.1% Q4 2025 Feb 13, 2026
Kilter Group LLC History New 28 1 0.0% 443 +28 New Q4 2025 Feb 13, 2026
Cornerstone Financial Management LLC History New 28 1 0.0% 445 +28 New Q4 2025 Feb 13, 2026
CX Institutional History New 25 1 0.0% 438 +25 New Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History Reduced 31 1 0.0% 0.0% 435 -3 -8.82% Q4 2025 Jan 29, 2026
CULLEN/FROST BANKERS, INC. History No change 45 1 0.0% 0.0% 433 0 0.0% Q4 2025 Feb 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 37 1 0.0% 0.0% 437 0 0.0% Q4 2025 Feb 11, 2026
CVA Family Office, LLC History No change 36 1 0.0% 0.0% 440 0 0.0% Q4 2025 Jan 12, 2026
SOROS FUND MANAGEMENT LLC History Closed out 0 0 0.26% -525,656 -100.0% Q3 2025 Nov 14, 2025
PGGM Investments History Closed out 0 0 0.28% -492,976 -100.0% Q3 2025 Oct 28, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.02% -472,500 -100.0% Q3 2025 Nov 13, 2025
SEVEN GRAND MANAGERS, LLC History Closed out 0 0 1.13% -400,000 -100.0% Q3 2025 Nov 12, 2025
Quantbot Technologies LP History Closed out 0 0 0.15% -157,461 -100.0% Q3 2025 Nov 12, 2025
Ghisallo Capital Management LLC History Closed out 0 0 0.17% -150,000 -100.0% Q3 2025 Nov 14, 2025
LANDMARK INVESTMENT PARTNERS, L.P. History Closed out 0 0 1.48% -140,000 -100.0% Q3 2025 Nov 14, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -139,443 -100.0% Q3 2025 Nov 13, 2025
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.23% -75,297 -100.0% Q3 2025 Dec 15, 2025
Monashee Investment Management LLC History Closed out 0 0 1.04% -60,000 -100.0% Q3 2025 Nov 12, 2025
XTX Topco Ltd History Closed out 0 0 0.11% -59,371 -100.0% Q3 2025 Nov 14, 2025
Walleye Capital LLC History Closed out 0 0 0.01% -55,182 -100.0% Q3 2025 Nov 14, 2025
WINTON GROUP Ltd History Closed out 0 0 0.05% -41,500 -100.0% Q3 2025 Nov 13, 2025
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 0.04% -33,070 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -25,239 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -25,195 -100.0% Q3 2025 Nov 14, 2025
Magnetar Financial LLC History Closed out 0 0 0.01% -24,697 -100.0% Q3 2025 Nov 13, 2025
AGF MANAGEMENT LTD History Closed out 0 0 0.0% -15,500 -100.0% Q3 2025 Nov 04, 2025
Vontobel Holding Ltd. History Closed out 0 0 0.0% -14,900 -100.0% Q3 2025 Oct 15, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.15% -14,720 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.01% -14,281 -100.0% Q3 2025 Nov 18, 2025
Brookwood Investment Group LLC History Closed out 0 0 0.05% -10,963 -100.0% Q3 2025 Oct 21, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -9,412 -100.0% Q3 2025 Nov 13, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -9,298 -100.0% Q3 2025 Nov 13, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.01% -7,886 -100.0% Q3 2025 Oct 31, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.04% -7,575 -100.0% Q3 2025 Nov 12, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 0.01% -7,489 -100.0% Q3 2025 Nov 13, 2025
Longboard Asset Management, LP History Closed out 0 0 0.41% -7,246 -100.0% Q3 2025 Oct 22, 2025
GTS SECURITIES LLC History Closed out 0 0 0.01% -7,207 -100.0% Q3 2025 Nov 14, 2025
M&G Plc History Closed out 0 0 0.0% -6,397 -100.0% Q3 2025 Nov 07, 2025
Leonteq Securities AG History Closed out 0 0 0.01% -5,174 -100.0% Q3 2025 Feb 17, 2026
State of Wyoming History Closed out 0 0 0.01% -1,888 -100.0% Q3 2025 Nov 04, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -1,111 -100.0% Q3 2025 Nov 12, 2025
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -1,082 -100.0% Q3 2025 Nov 12, 2025
Focus Partners Wealth History Closed out 0 0 0.0% -636 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -399 -100.0% Q3 2025 Nov 10, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -232 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -189 -100.0% Q3 2025 Nov 12, 2025
Godfrey Financial Associates, Inc. History New 145 0 +145 New Q4 2025 Feb 10, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -101 -100.0% Q3 2025 Oct 24, 2025
VISION FINANCIAL MARKETS LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 06, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -69 -100.0% Q3 2025 Nov 10, 2025
Marquette Asset Management, LLC History Reduced 14 0 0.0% -50 -78.13% Q4 2025 Jan 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 23 0 +23 New Q4 2025 Jan 21, 2026
OPTIMA CAPITAL LLC History New 21 0 +21 New Q4 2025 Jan 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 17 0 +17 New Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History New 15 0 +15 New Q4 2025 Jan 30, 2026
Dunhill Financial, LLC History New 11 0 +11 New Q4 2025 Jan 29, 2026
TD Capital Management LLC History New 10 0 +10 New Q4 2025 Feb 26, 2026
Blue Trust, Inc. History Closed out 0 0 -10 -100.0% Q3 2025 Oct 16, 2025
Quest 10 Wealth Builders, Inc. History Closed out 0 0 -10 -100.0% Q3 2025 Oct 20, 2025
Rossby Financial, LCC History Added to 25 0 +9 56.25% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Added to 10 0 +4 66.67% Q4 2025 Feb 06, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 13, 2025
Hughes Financial Services, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Ancora Advisors LLC History No change 13 0 0 0.0% Q4 2025 Feb 17, 2026
Founders Capital Management History No change 8 0 0 0.0% Q4 2025 Jan 15, 2026
Abound Wealth Management History No change 11 0 0 0.0% Q4 2025 Jan 12, 2026
True Wealth Design, LLC History No change 16 0 0 0.0% Q4 2025 Jan 08, 2026