CAVCO INDUSTRIES, INC. - CVCO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 1,198,711 708,126 0.01% 0.01% 1 +10,081 0.85% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 750,274 443,216 0.01% 0.01% 2 -21,559 -2.79% Q4 2025 Jan 29, 2026
Capital World Investors History Reduced 640,066 378,112 0.05% 0.05% 3 -51 -0.01% Q4 2025 Feb 11, 2026
STATE STREET CORP History Reduced 389,630 230,170 0.01% 0.01% 4 -25,539 -6.15% Q4 2025 Feb 13, 2026
Boston Partners History Reduced 367,839 218,229 0.23% 0.22% 5 -1,338 -0.36% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 263,321 155,554 0.01% 0.02% 6 -311,345 -54.18% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 232,847 137,569 0.01% 0.01% 7 +1,018 0.44% Q4 2025 Feb 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 213,572 126,166 0.01% 0.01% 8 +74,542 53.62% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 201,260 118,897 0.02% 0.03% 9 -4,477 -2.18% Q4 2025 Feb 12, 2026
FIDUCIARY MANAGEMENT INC /WI/ History Added to 195,713 115,615 1.27% 1.01% 10 +24,488 14.3% Q4 2025 Feb 11, 2026
Boston Trust Walden Corp History Reduced 154,667 91,367 0.69% 0.69% 11 -6,906 -4.27% Q4 2025 Jan 28, 2026
GW&K Investment Management, LLC History Reduced 151,149 89,292 0.77% 0.82% 12 -7,511 -4.73% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 143,715 84,898 0.02% 0.02% 13 -3,321 -2.26% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 116,590 69,884 0.05% 14 +116,590 New Q4 2025 Feb 13, 2026
Broad Bay Capital Management, LP History Added to 113,304 66,933 7.0% 7.42% 15 +10,000 9.68% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 102,239 60,396 0.01% 0.01% 16 -852 -0.83% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 96,353 56,919 0.01% 0.01% 17 -8,588 -8.18% Q4 2025 Feb 19, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 91,876 54,274 0.52% 0.55% 18 -5,652 -5.8% Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History Reduced 80,387 47,487 0.01% 0.01% 19 -2,895 -3.48% Q4 2025 Feb 17, 2026
Junto Capital Management LP History New 78,857 46,583 1.03% 20 +78,857 New Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 74,155 43,806 0.01% 0.0% 21 +40,832 122.53% Q4 2025 Mar 25, 2026
SAMLYN CAPITAL, LLC History New 71,401 42,179 0.67% 22 +71,401 New Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 70,368 41,569 0.05% 0.06% 23 +8,737 14.18% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Reduced 68,826 40,659 0.02% 0.02% 24 -2,808 -3.92% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 63,106 37,280 0.0% 0.0% 25 +6,897 12.27% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 57,870 34,186 0.05% 0.06% 26 -8,744 -13.13% Q4 2025 Feb 05, 2026
Handelsbanken Fonder AB History Reduced 57,586 34,018 0.1% 0.15% 27 -24,200 -29.59% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Reduced 56,989 33,665 0.01% 0.01% 28 -5,215 -8.38% Q4 2025 Feb 10, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History Added to 55,312 32,675 2.7% 1.84% 29 +16,535 42.64% Q4 2025 Feb 11, 2026
Nuveen, LLC History Added to 53,450 31,575 0.01% 0.0% 30 +35,101 191.3% Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 51,563 30,460 0.02% 0.01% 31 +3,994 8.4% Q4 2025 Feb 02, 2026
GABELLI FUNDS LLC History New 47,410 28,006 0.19% 32 +47,410 New Q4 2025 Feb 05, 2026
FRANKLIN RESOURCES INC History Added to 45,996 27,171 0.01% 0.0% 33 +36,084 364.04% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 45,938 27,137 0.0% 0.0% 34 +12,578 37.7% Q4 2025 Feb 17, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Reduced 42,051 24,841 1.45% 1.44% 35 -635 -1.49% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 40,017 23,639 0.0% 0.0% 36 +9,589 31.51% Q4 2025 Jan 29, 2026
BAMCO INC /NY/ History New 37,078 21,903 0.06% 37 +37,078 New Q4 2025 Feb 17, 2026
ROBOTTI ROBERT History Reduced 31,701 18,727 3.36% 3.22% 38 -310 -0.97% Q4 2025 Feb 19, 2026
AMERICAN CENTURY COMPANIES INC History Added to 30,613 18,084 0.01% 0.01% 39 +551 1.83% Q4 2025 Feb 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 29,876 17,648 0.37% 0.38% 40 -108 -0.36% Q4 2025 Feb 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 29,474 17,411 0.07% 41 +29,474 New Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 28,555 16,868 0.02% 0.03% 42 -363 -1.26% Q4 2025 Feb 11, 2026
ASHFORD CAPITAL MANAGEMENT INC History Reduced 28,412 16,784 1.87% 3.11% 43 -19,607 -40.83% Q4 2025 Feb 17, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 28,309 16,723 0.23% 0.14% 44 +10,093 55.41% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 27,026 15,965 0.05% 0.07% 45 -3,816 -12.37% Q4 2025 Feb 13, 2026
FIRST SABREPOINT CAPITAL MANAGEMENT LP History Reduced 27,000 15,949 6.15% 6.43% 46 -8,000 -22.86% Q4 2025 Feb 13, 2026
Robeco Schweiz AG History No change 26,000 15,359 0.34% 0.34% 47 0 0.0% Q4 2025 Feb 03, 2026
Pillsbury Lake Capital LLC History New 25,546 15,091 5.27% 48 +25,546 New Q4 2025 Feb 18, 2026
BANK OF AMERICA CORP /DE/ History Reduced 25,529 15,081 0.0% 0.0% 49 -1,807 -6.61% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 25,155 14,859 0.0% 0.0% 50 -2,916 -10.39% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 24,237 14,317 0.0% 0.0% 51 -7,820 -24.39% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Reduced 24,227 14,311 0.01% 0.01% 52 -5,513 -18.54% Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Reduced 22,504 13,294 0.13% 0.17% 53 -6,900 -23.47% Q4 2025 Feb 09, 2026
Capital Research Global Investors History No change 22,104 13,057 0.0% 0.0% 54 0 0.0% Q4 2025 Feb 11, 2026
EULAV Asset Management History No change 21,900 12,937 0.35% 0.3% 55 0 0.0% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 21,583 12,749 0.0% 0.0% 56 +20,883 2983.29% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 21,195 12,520 0.01% 0.01% 57 -1,208 -5.39% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 20,343 12,017 0.0% 0.0% 58 +4,183 25.88% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 20,302 11,993 0.0% 0.0% 59 -735 -3.49% Q4 2025 Feb 09, 2026
Susquehanna Portfolio Strategies, LLC History Added to 19,633 11,597 0.18% 0.17% 60 +1,118 6.04% Q4 2025 Feb 17, 2026
NORGES BANK History New 17,622 10,410 0.0% 61 +17,622 New Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 17,146 10,128 0.0% 0.0% 62 -1,059 -5.82% Q4 2025 Feb 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 16,276 9,614 0.0% 0.0% 63 -1,439 -8.12% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 15,850 9,363 0.01% 0.01% 64 -612 -3.72% Q4 2025 Feb 11, 2026
Swiss National Bank History Added to 15,620 9,227 0.01% 0.01% 65 +720 4.83% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History New 15,249 9,008 0.02% 66 +15,249 New Q4 2025 Feb 17, 2026
Man Group plc History Reduced 15,094 8,916 0.02% 0.02% 67 -4,565 -23.22% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 14,943 8,827 0.01% 68 +14,943 New Q4 2025 Feb 13, 2026
Aviance Capital Partners, LLC History Added to 14,415 8,515 0.98% 0.99% 69 +58 0.4% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 13,582 8,023 0.0% 0.0% 70 +251 1.88% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 13,255 7,841 0.01% 0.02% 71 -3,062 -18.77% Q4 2025 Jan 15, 2026
Rafferty Asset Management, LLC History Added to 12,776 7,547 0.03% 0.02% 72 +825 6.9% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 12,573 7,427 0.02% 0.02% 73 +814 6.92% Q4 2025 Feb 17, 2026
Westbourne Investment Advisors, Inc. History Reduced 12,388 7,318 2.02% 2.28% 74 -1,712 -12.14% Q4 2025 Jan 23, 2026
Russell Investments Group, Ltd. History Added to 12,382 7,315 0.01% 0.01% 75 +234 1.93% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 12,355 7,298 0.03% 0.03% 76 +345 2.87% Q4 2025 Jan 28, 2026
Pier Capital, LLC History Added to 12,103 7,149 1.14% 0.58% 77 +5,761 90.84% Q4 2025 Feb 03, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 11,969 7,070 0.01% 0.0% 78 +7,869 191.93% Q4 2025 Feb 12, 2026
Ballast Asset Management, LP History Reduced 11,812 6,977 3.3% 3.24% 79 -427 -3.49% Q4 2025 Feb 09, 2026
CANNELL CAPITAL LLC History Reduced 11,360 6,710 3.25% 2.85% 80 -20,801 -64.68% Q4 2025 Feb 17, 2026
Intrinsic Edge Capital Management LLC History Added to 11,000 6,498 1.16% 0.81% 81 +1,001 10.01% Q4 2025 Feb 12, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 10,421 6,156 0.09% 0.1% 82 -1,866 -15.19% Q4 2025 Jan 05, 2026
WELLS FARGO & COMPANY/MN History Added to 9,595 5,668 0.0% 0.0% 83 +4,316 81.76% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 9,516 5,621 0.0% 84 +9,516 New Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 9,145 5,402 0.01% 0.01% 85 -9 -0.1% Q4 2025 Jan 28, 2026
DEUTSCHE BANK AG\ History Added to 9,090 5,369 0.0% 0.0% 86 +878 10.69% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 9,059 5,351 0.0% 0.0% 87 -532 -5.55% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 8,950 5,287 0.0% 0.0% 88 +511 6.06% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 8,725 5,154 0.01% 0.01% 89 +811 10.25% Q4 2025 Feb 13, 2026
CROWN ADVISORS MANAGEMENT, INC. History No change 8,000 4,725 3.11% 3.11% 90 0 0.0% Q4 2025 Jan 28, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 7,893 4,662 0.34% 0.42% 91 -1,478 -15.77% Q4 2025 Feb 17, 2026
Watchman Group, Inc. History Reduced 7,721 4,561 1.09% 1.14% 92 -365 -4.51% Q4 2025 Feb 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 7,511 4,437 0.0% 0.0% 93 +311 4.32% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 6,839 4,040 0.0% 0.0% 94 +3,079 81.89% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 6,675 3,943 0.01% 0.01% 95 -751 -10.11% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 6,510 3,845 0.0% 0.0% 96 -2,059 -24.03% Q4 2025 Feb 10, 2026
Marks Group Wealth Management, Inc History Reduced 6,378 3,767 0.36% 0.56% 97 -3,937 -38.17% Q4 2025 Feb 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 6,263 3,700 0.29% 0.31% 98 -588 -8.58% Q4 2025 Jan 20, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 5,766 3,406 0.03% 0.02% 99 +2,116 57.97% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 5,646 3,335 0.01% 0.01% 100 -349 -5.82% Q4 2025 Feb 05, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 5,299 3,130 0.0% 0.0% 101 -3,238 -37.93% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History New 5,043 2,979 0.0% 102 +5,043 New Q4 2025 Feb 13, 2026
EMG Holdings, L.P. History New 5,043 2,979 2.2% 103 +5,043 New Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Reduced 4,770 2,817 0.06% 0.08% 104 -2,210 -31.66% Q4 2025 Feb 17, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 4,553 2,689 0.08% 0.07% 105 +362 8.64% Q4 2025 Feb 10, 2026
TWO SIGMA ADVISERS, LP History No change 4,500 2,658 0.01% 0.01% 106 0 0.0% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 4,404 2,601 0.03% 0.03% 107 +6 0.14% Q4 2025 Jan 23, 2026
Illinois Municipal Retirement Fund History Added to 4,288 2,533 0.03% 0.03% 108 +175 4.25% Q4 2025 Feb 11, 2026
MetLife Investment Management, LLC History Reduced 4,284 2,530 0.01% 0.01% 109 -177 -3.97% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 4,248 2,509 0.01% 110 +4,248 New Q4 2025 Feb 13, 2026
Creative Planning History Added to 4,146 2,449 0.0% 0.0% 111 +1,187 40.11% Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Added to 4,068 2,403 0.01% 0.01% 112 +1,578 63.37% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Reduced 4,000 2,362 0.01% 0.01% 113 -365 -8.36% Q4 2025 Jan 30, 2026
Louisiana State Employees Retirement System History No change 3,600 2,126 0.04% 0.04% 114 0 0.0% Q4 2025 Jan 16, 2026
Orion Porfolio Solutions, LLC History Reduced 3,591 2,121 0.02% 0.02% 115 -244 -6.36% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 3,589 2,120 0.0% 0.0% 116 +42 1.18% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 3,535 2,088 0.0% 117 +3,535 New Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History No change 3,518 2,078 0.0% 0.01% 118 0 0.0% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 3,497 2,065 0.0% 0.0% 119 +1,066 43.85% Q4 2025 Feb 11, 2026
FIRST TRUST ADVISORS LP History Reduced 3,402 2,009 0.0% 0.01% 120 -8,798 -72.11% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 3,402 2,009 0.02% 0.02% 121 -142 -4.01% Q4 2025 Feb 02, 2026
Lighthouse Investment Partners, LLC History New 3,398 2,007 0.06% 122 +3,398 New Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 3,359 1,984 0.03% 0.03% 123 -371 -9.95% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 3,349 1,978 0.0% 0.03% 124 -41,999 -92.61% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History Reduced 3,891 1,914 0.01% 0.01% 125 -131 -3.26% Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History Reduced 3,234 1,910 0.0% 0.01% 126 -7,489 -69.84% Q4 2025 Feb 02, 2026
Verition Fund Management LLC History Reduced 3,000 1,772 0.01% 0.01% 127 -1,831 -37.9% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 2,957 1,746 0.0% 0.0% 128 +478 19.28% Q4 2025 Feb 17, 2026
Entropy Technologies, LP History Reduced 2,940 1,736 0.09% 0.15% 129 -560 -16.0% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History New 2,908 1,717 0.14% 130 +2,908 New Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 2,697 1,593 0.0% 0.0% 131 +111 4.29% Q4 2025 Jan 30, 2026
Cascade Investment Advisors, Inc. History Reduced 2,665 1,574 0.93% 0.94% 132 -17 -0.63% Q4 2025 Jan 14, 2026
Edgestream Partners, L.P. History Reduced 2,655 1,568 0.04% 0.17% 133 -7,548 -73.98% Q4 2025 Feb 13, 2026
Hunter Perkins Capital Management, LLC History No change 2,485 1,468 0.34% 0.32% 134 0 0.0% Q4 2025 Jan 14, 2026
Horizon Investments, LLC History Reduced 2,484 1,467 0.02% 0.02% 135 -606 -19.61% Q4 2025 Feb 02, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 2,471 1,459 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 2,129 1,457 0.02% 0.02% 137 -354 -14.26% Q4 2025 Jan 21, 2026
XTX Topco Ltd History New 2,448 1,446 0.04% 138 +2,448 New Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 2,411 1,424 0.0% 0.0% 139 +247 11.41% Q4 2025 Feb 13, 2026
SkyView Investment Advisors, LLC History Reduced 2,399 1,417 0.18% 0.18% 140 -15 -0.62% Q4 2025 Feb 18, 2026
COMERICA BANK History Reduced 2,364 1,396 0.01% 0.01% 141 -498 -17.4% Q4 2025 Jan 29, 2026
STRS OHIO History Reduced 2,300 1,358 0.01% 0.01% 142 -100 -4.17% Q4 2025 Feb 02, 2026
AMALGAMATED BANK History Reduced 2,268 1,340 0.01% 0.01% 143 -2 -0.09% Q4 2025 Feb 05, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 2,230 1,317 0.14% 0.15% 144 -15 -0.67% Q4 2025 Jan 20, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 2,205 1,302 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 12, 2026
Arizona State Retirement System History Reduced 2,199 1,299 0.01% 0.01% 146 -72 -3.17% Q4 2025 Jan 28, 2026
Engineers Gate Manager LP History New 2,137 1,262 0.01% 147 +2,137 New Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 2,087 1,232 0.01% 0.01% 148 -26 -1.23% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 2,030 1,199 0.01% 0.01% 149 -80 -3.79% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 2,020 1,193 0.01% 0.01% 150 -271 -11.83% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 1,932 1,141 0.01% 0.01% 151 -84 -4.17% Q4 2025 Feb 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 1,812 1,070 0.01% 0.01% 152 +75 4.32% Q4 2025 Feb 04, 2026
Assenagon Asset Management S.A. History New 1,755 1,036 0.0% 153 +1,755 New Q4 2025 Jan 09, 2026
Moran Wealth Management, LLC History Added to 1,732 1,023 0.03% 0.03% 154 +181 11.67% Q4 2025 Jan 26, 2026
Huntleigh Advisors, Inc. History Added to 1,731 1,022 0.17% 0.16% 155 +89 5.42% Q4 2025 Jan 29, 2026
KLP KAPITALFORVALTNING AS History Reduced 1,680 992 0.0% 0.0% 156 -420 -20.0% Q4 2025 Jan 28, 2026
SG Americas Securities, LLC History Reduced 1,638 968 0.0% 0.0% 157 -529 -24.41% Q4 2025 Jan 09, 2026
HighTower Advisors, LLC History Added to 1,623 958 0.0% 0.0% 158 +19 1.18% Q4 2025 Feb 06, 2026
South Shore Capital Advisors History New 1,620 956 0.7% 159 +1,620 New Q4 2025 Jan 21, 2026
HSBC HOLDINGS PLC History New 1,516 897 0.0% 160 +1,516 New Q4 2025 Mar 20, 2026
ProShare Advisors LLC History Added to 1,515 894 0.0% 0.0% 161 +72 4.99% Q4 2025 Feb 06, 2026
Corient Private Wealth LLC History Reduced 1,505 889 0.0% 0.0% 162 -647 -30.07% Q4 2025 Mar 09, 2026
AlphaQuest LLC History Added to 1,498 884 0.05% 0.04% 163 +493 49.05% Q4 2025 Feb 09, 2026
GSA CAPITAL PARTNERS LLP History New 1,493 882 0.08% 164 +1,493 New Q4 2025 Feb 06, 2026
Robeco Institutional Asset Management B.V. History Added to 1,450 856 0.0% 0.0% 165 +40 2.84% Q4 2025 Jan 23, 2026
Cresset Asset Management, LLC History Reduced 1,394 823 0.0% 0.0% 166 -60 -4.13% Q4 2025 Feb 17, 2026
Premier Fund Managers Ltd History No change 1,337 802 0.05% 0.03% 167 0 0.0% Q4 2025 Feb 03, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 1,330 786 0.05% 0.05% 168 0 0.0% Q4 2025 Feb 03, 2026
TWO SIGMA SECURITIES, LLC History Added to 1,292 763 0.1% 0.06% 169 +577 80.7% Q4 2025 Feb 17, 2026
Sendero Wealth Management, LLC History Added to 1,290 762 0.08% 0.07% 170 +204 18.78% Q4 2025 Jan 13, 2026
GUIDANCE CAPITAL, INC History Reduced 1,107 757 0.18% 0.17% 171 -15 -1.34% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 1,274 752 0.0% 0.0% 172 +155 13.85% Q4 2025 Feb 11, 2026
State of Wyoming History Added to 1,261 744 0.08% 0.06% 173 +334 36.03% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History New 1,253 740 0.0% 174 +1,253 New Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 1,249 737 0.0% 0.0% 175 +254 25.53% Q4 2025 Jan 29, 2026
Polymer Capital Management (US) LLC History Added to 1,243 734 0.08% 0.04% 177 +566 83.6% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,243 734 0.01% 0.01% 176 -4 -0.32% Q4 2025 Jan 05, 2026
MML INVESTORS SERVICES, LLC History Reduced 1,238 731 0.0% 0.0% 178 -31 -2.44% Q4 2025 Feb 13, 2026
Amundi History Reduced 1,208 713 0.0% 0.0% 179 -206 -14.57% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History New 1,197 707 0.01% 180 +1,197 New Q4 2025 Feb 13, 2026
NorthCrest Asset Manangement, LLC History Added to 1,187 705 0.02% 0.01% 181 +6 0.51% Q4 2025 Jan 08, 2026
AIA Group Ltd History No change 1,190 702 0.01% 0.01% 182 0 0.0% Q4 2025 Feb 09, 2026
Scientech Research LLC History New 1,170 691 0.43% 183 +1,170 New Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 1,143 675 0.01% 0.01% 184 +5 0.44% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 1,107 653 0.02% 0.0% 185 +883 394.2% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,097 648 0.0% 0.0% 186 +52 4.98% Q4 2025 Feb 17, 2026
GTS SECURITIES LLC History Reduced 1,035 611 0.02% 0.03% 187 -405 -28.13% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Added to 1,017 600 0.0% 0.0% 188 +34 3.46% Q4 2025 Jan 27, 2026
Almitas Capital LLC History New 992 586 0.13% 189 +992 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 964 569 0.0% 0.0% 190 +77 8.68% Q4 2025 Feb 17, 2026
Lakewood Asset Management LLC History Added to 959 566 0.33% 0.31% 191 +64 7.15% Q4 2025 Jan 26, 2026
Schonfeld Strategic Advisors LLC History Reduced 947 559 0.0% 0.13% 192 -37,770 -97.55% Q4 2025 Feb 17, 2026
Convergence Investment Partners, LLC History New 940 555 0.11% 193 +940 New Q4 2025 Feb 05, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 937 554 0.0% 0.0% 194 0 0.0% Q4 2025 Feb 13, 2026
NATIXIS History New 914 539 0.0% 195 +914 New Q4 2025 Feb 13, 2026
Aristides Capital LLC History Added to 902 532 0.09% 0.07% 196 +40 4.64% Q4 2025 Feb 26, 2026
Vestcor Inc History Added to 899 531 0.02% 0.01% 197 +467 108.1% Q4 2025 Feb 11, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 892 526 0.01% 0.01% 198 +5 0.56% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Reduced 887 523 0.0% 0.0% 199 -75 -7.8% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 872 515 0.0% 0.0% 200 0 0.0% Q4 2025 Jan 15, 2026
Mariner, LLC History Reduced 850 502 0.0% 0.0% 201 -547 -39.16% Q4 2025 Feb 13, 2026
AVIVA PLC History Reduced 846 499 0.0% 0.0% 202 -36 -4.08% Q4 2025 Feb 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 840 496 0.0% 203 +840 New Q4 2025 Feb 04, 2026
ALPS ADVISORS INC History Reduced 839 495 0.0% 0.0% 204 -1 -0.12% Q4 2025 Feb 12, 2026
Yorktown Management & Research Co Inc History No change 800 472 0.38% 0.37% 205 0 0.0% Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 797 470 0.01% 0.02% 206 -22 -2.69% Q4 2025 Feb 13, 2026
Cherry Creek Investment Advisors, Inc. History Reduced 794 469 0.2% 0.2% 207 -16 -1.98% Q4 2025 Jan 15, 2026
Cannell & Spears LLC History No change 791 467 0.01% 0.01% 208 0 0.0% Q4 2025 Feb 17, 2026
BANQUE PICTET & CIE SA History Reduced 775 457 0.0% 0.0% 209 -183 -19.1% Q4 2025 Jan 16, 2026
Virtu Financial LLC History New 764 451 0.02% 210 +764 New Q4 2025 Feb 23, 2026
OPPENHEIMER & CO INC History Reduced 754 445 0.01% 0.01% 211 -391 -34.15% Q4 2025 Feb 02, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 752 444 0.0% 0.0% 212 0 0.0% Q4 2025 Jan 27, 2026
Zhang Financial LLC History No change 738 435 0.02% 0.02% 213 0 0.0% Q4 2025 Feb 10, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 717 423 0.03% 0.03% 214 -40 -5.28% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 712 420 0.0% 0.0% 215 +106 17.49% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 705 416 0.01% 0.01% 216 -7 -0.98% Q4 2025 Jan 27, 2026
D. E. Shaw & Co., Inc. History No change 699 412 0.0% 0.0% 217 0 0.0% Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History New 684 404 0.06% 218 +684 New Q4 2025 Feb 11, 2026
Summit Trail Advisors, LLC History Added to 666 393 0.01% 0.01% 219 +36 5.71% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History New 664 392 0.0% 220 +664 New Q4 2025 Feb 17, 2026
R Squared Ltd History Reduced 659 389 0.18% 0.17% 221 -26 -3.8% Q4 2025 Jan 30, 2026
HighPoint Advisor Group LLC History Reduced 658 388 0.02% 0.02% 222 -21 -3.09% Q4 2025 Feb 04, 2026
Ameritas Investment Partners, Inc. History No change 638 376 0.01% 0.01% 223 0 0.0% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 625 369 0.0% 0.0% 224 +121 24.01% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 616 363 0.0% 0.0% 225 -15 -2.38% Q4 2025 Feb 12, 2026
XPONANCE LLC History Added to 602 355 0.0% 0.0% 226 +3 0.5% Q4 2025 Feb 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 600 354 0.01% 0.04% 227 -2,872 -82.72% Q4 2025 Jan 16, 2026
Vident Advisory, LLC History Added to 591 349 0.0% 0.0% 228 +63 11.93% Q4 2025 Feb 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 568 335 0.0% 0.0% 229 +2 0.35% Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History No change 564 333 0.0% 0.0% 230 0 0.0% Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 551 325 0.0% 0.0% 231 +217 64.97% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 530 313 0.0% 0.0% 232 -950 -64.19% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 526 310 0.0% 0.0% 233 -20 -3.66% Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 515 304 0.0% 234 +515 New Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History No change 500 295 0.14% 0.14% 235 0 0.0% Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History New 491 290 0.0% 236 +491 New Q4 2025 Feb 03, 2026
MACKENZIE FINANCIAL CORP History Reduced 478 285 0.0% 0.0% 237 -11 -2.25% Q4 2025 Feb 18, 2026
BURNEY CO/ History No change 475 280 0.01% 0.01% 238 0 0.0% Q4 2025 Jan 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 457 269 0.01% 0.02% 239 0 0.0% Q4 2025 Jan 28, 2026
Penserra Capital Management LLC History Reduced 455 268 0.0% 0.0% 240 -57 -11.13% Q4 2025 Feb 12, 2026
Versor Investments LP History New 453 267 0.04% 241 +453 New Q4 2025 Feb 04, 2026
VARCOV Co. History New 445 262 0.1% 243 +445 New Q4 2025 Feb 17, 2026
MEEDER ASSET MANAGEMENT INC History Added to 444 262 0.01% 0.0% 242 +425 2236.84% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Added to 434 256 0.0% 0.0% 245 +315 264.71% Q4 2025 Feb 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 434 256 0.0% 0.0% 244 -114 -20.8% Q4 2025 Feb 09, 2026
Abel Hall, LLC History Added to 428 252 0.06% 0.08% 246 +79 22.64% Q4 2025 Feb 17, 2026
Riverwater Partners LLC History Added to 425 251 0.1% 0.09% 247 +68 19.05% Q4 2025 Feb 12, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 408 241 0.06% 248 +408 New Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 409 241 0.0% 0.0% 249 +44 12.05% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 404 238 0.0% 0.0% 250 +6 1.51% Q4 2025 Feb 02, 2026
DAVENPORT & Co LLC History No change 400 236 0.0% 0.0% 251 0 0.0% Q4 2025 Jan 12, 2026
Occidental Asset Management, LLC History New 397 234 0.03% 252 +397 New Q4 2025 Jan 08, 2026
iSAM Funds (UK) Ltd History Reduced 391 230 0.08% 0.2% 253 -1,279 -76.59% Q4 2025 Feb 17, 2026
Covestor Ltd History Reduced 383 227 0.12% 0.14% 254 -49 -11.34% Q4 2025 Feb 06, 2026
Farringdon Capital, Ltd. History New 378 223 0.05% 255 +378 New Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History New 375 221 0.0% 257 +375 New Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History No change 375 221 0.0% 0.0% 256 0 0.0% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 373 220 0.01% 0.01% 258 +75 25.17% Q4 2025 Jan 05, 2026
Swiss Life Asset Management Ltd History New 361 213 0.0% 259 +361 New Q4 2025 Feb 04, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 357 210 0.0% 0.0% 260 +209 141.22% Q4 2025 Jan 14, 2026
New Age Alpha Advisors, LLC History Reduced 354 209 0.01% 0.01% 262 -45 -11.28% Q4 2025 Feb 09, 2026
Curi Capital, LLC History Added to 355 209 0.0% 0.0% 261 +2 0.57% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Reduced 350 206 0.01% 0.01% 263 -14 -3.85% Q4 2025 Feb 06, 2026
Sanctuary Advisors, LLC History New 343 202 0.0% 265 +343 New Q4 2025 Jan 29, 2026
M&T BANK CORP History New 342 202 0.0% 264 +342 New Q4 2025 Jan 30, 2026
ST GERMAIN D J CO INC History New 305 180 0.01% 266 +305 New Q4 2025 Jan 29, 2026
Smartleaf Asset Management LLC History Added to 251 150 0.01% 0.01% 267 +65 34.95% Q4 2025 Feb 13, 2026
KBC Group NV History No change 253 149 0.0% 0.0% 268 0 0.0% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Added to 244 144 0.0% 0.0% 269 +92 60.53% Q4 2025 Jan 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 224 143 0.0% 0.0% 270 +4 1.82% Q4 2025 Jan 08, 2026
CWM, LLC History Added to 231 136 0.0% 0.0% 271 +55 31.25% Q4 2025 Jan 26, 2026
SIMPLEX TRADING, LLC History Added to 204 120 0.0% 0.0% 272 +166 436.84% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 177 104 0.0% 0.0% 273 -34 -16.11% Q4 2025 Feb 10, 2026
Avanza Fonder AB History Reduced 173 102 0.0% 0.0% 274 -66 -27.62% Q4 2025 Jan 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 156 92 0.01% 275 +156 New Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 152 89 0.01% 0.01% 276 +18 13.43% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 123 72 0.0% 0.0% 277 +80 186.05% Q4 2025 Feb 09, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 120 70 0.0% 0.0% 278 -80 -40.0% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 116 68 0.0% 0.0% 279 -3 -2.52% Q4 2025 Jan 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 112 66 0.0% 0.0% 280 -3 -2.61% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 101 60 0.0% 0.0% 281 +38 60.32% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History No change 100 59 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 02, 2026
OSAIC HOLDINGS, INC. History Reduced 88 51 0.0% 0.0% 283 -48 -35.29% Q4 2025 Feb 17, 2026
Kemnay Advisory Services Inc. History New 84 49 0.01% 284 +84 New Q4 2025 Feb 17, 2026
Aster Capital Management (DIFC) Ltd History New 78 46 0.02% 285 +78 New Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 91 45 0.0% 286 +91 New Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History No change 67 39 0.0% 0.0% 287 0 0.0% Q4 2025 Feb 11, 2026
Mountain Hill Investment Partners Corp. History No change 65 38 0.03% 0.03% 288 0 0.0% Q4 2025 Jan 26, 2026
Salomon & Ludwin, LLC History Added to 60 35 0.0% 0.0% 289 +6 11.11% Q4 2025 Jan 28, 2026
EverSource Wealth Advisors, LLC History Added to 57 33 0.0% 0.0% 290 +1 1.79% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Added to 51 30 0.0% 0.0% 291 +32 168.42% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Added to 43 25 0.0% 0.0% 292 +1 2.38% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History New 39 23 0.0% 295 +39 New Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Reduced 39 23 0.0% 0.0% 293 -5 -11.36% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 40 23 0.0% 0.0% 294 0 0.0% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Reduced 38 22 0.0% 0.0% 296 -25 -39.68% Q4 2025 Mar 16, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 35 21 0.0% 0.0% 297 +27 337.5% Q4 2025 Feb 09, 2026
Financial Management Professionals, Inc. History Reduced 37 21 0.0% 0.0% 298 -23 -38.33% Q4 2025 Jan 27, 2026
Root Financial Partners, LLC History Added to 36 21 0.0% 0.0% 299 +6 20.0% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History No change 34 20 0.0% 0.0% 300 0 0.0% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History No change 34 20 0.0% 0.0% 301 0 0.0% Q4 2025 Feb 18, 2026
Pacer Advisors, Inc. History Reduced 24 14 0.0% 0.0% 302 -2 -7.69% Q4 2025 Feb 24, 2026
Plante Moran Financial Advisors, LLC History New 19 11 0.0% 304 +19 New Q4 2025 Feb 05, 2026
MAI Capital Management History Reduced 20 11 0.0% 0.0% 303 -8 -28.57% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History No change 16 9 0.0% 0.0% 305 0 0.0% Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History Added to 14 8 0.0% 0.0% 306 +1 7.69% Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History New 11 7 0.0% 307 +11 New Q4 2025 Jan 21, 2026
LRI Investments, LLC History No change 13 7 0.0% 0.0% 308 0 0.0% Q4 2025 Feb 04, 2026
SIGNATUREFD, LLC History Reduced 11 6 0.0% 0.0% 309 -1 -8.33% Q4 2025 Jan 20, 2026
Private Wealth Management Group, LLC History No change 11 6 0.0% 0.0% 310 0 0.0% Q4 2025 Jan 23, 2026
Optiver Holding B.V. History Reduced 10 5 0.0% 0.0% 311 -22 -68.75% Q4 2025 Feb 17, 2026
Torren Management, LLC History New 9 5 0.0% 312 +9 New Q4 2025 Jan 30, 2026
Signature Equity Partners, LLC History New 8 4 0.0% 316 +8 New Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Added to 7 4 0.0% 0.0% 314 +2 40.0% Q4 2025 Jan 07, 2026
JFS WEALTH ADVISORS, LLC History Added to 8 4 0.0% 0.0% 315 +2 33.33% Q4 2025 Jan 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 8 4 0.0% 0.0% 313 +1 14.29% Q4 2025 Feb 10, 2026
Keating Financial Advisory Services, Inc. History New 6 3 0.0% 319 +6 New Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Added to 6 3 0.0% 0.0% 317 +4 200.0% Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History No change 6 3 0.0% 0.0% 318 0 0.0% Q4 2025 Feb 03, 2026
Allworth Financial LP History New 4 2 0.0% 323 +4 New Q4 2025 Feb 05, 2026
Fortitude Family Office, LLC History Reduced 4 2 0.0% 0.0% 327 -1 -20.0% Q4 2025 Jan 15, 2026
ALBION FINANCIAL GROUP /UT History No change 5 2 0.0% 0.0% 320 0 0.0% Q4 2025 Jan 21, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 5 2 0.0% 0.0% 321 0 0.0% Q4 2025 Feb 03, 2026
J.Safra Asset Management Corp History No change 4 2 0.0% 0.0% 322 0 0.0% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History No change 5 2 0.0% 0.0% 324 0 0.0% Q4 2025 Jan 08, 2026
High Note Wealth, LLC History No change 4 2 0.0% 0.0% 325 0 0.0% Q4 2025 Feb 05, 2026
Cornerstone Planning Group LLC History No change 4 2 0.0% 0.0% 326 0 0.0% Q4 2025 Feb 02, 2026
Provenance Wealth Advisors, LLC History No change 5 2 0.0% 0.0% 328 0 0.0% Q4 2025 Jan 26, 2026
ASSETMARK, INC History New 3 1 0.0% 330 +3 New Q4 2025 Jan 23, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 2 1 0.0% 329 +2 New Q4 2025 Feb 11, 2026
Greenline Wealth Management LLC History New 2 1 0.0% 337 +2 New Q4 2025 Feb 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 3 1 0.0% 0.0% 334 +1 50.0% Q4 2025 Feb 09, 2026
Bruce G. Allen Investments, LLC History Added to 2 1 0.0% 335 +1 100.0% Q4 2025 Feb 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 3 1 0.0% 0.0% 331 0 0.0% Q4 2025 Feb 11, 2026
Capital Advisors, Ltd. LLC History No change 2 1 0.0% 0.0% 332 0 0.0% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History No change 2 1 0.0% 0.0% 333 0 0.0% Q4 2025 Feb 06, 2026
Millstone Evans Group, LLC History No change 3 1 0.0% 0.0% 336 0 0.0% Q4 2025 Feb 02, 2026
Jump Financial, LLC History Closed out 0 0 0.07% -10,529 -100.0% Q3 2025 Nov 13, 2025
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.01% -9,119 -100.0% Q3 2025 Nov 14, 2025
4D Advisors, LLC History Closed out 0 0 2.32% -7,500 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.01% -7,077 -100.0% Q3 2025 Nov 14, 2025
PINNBROOK CAPITAL MANAGEMENT LP History Closed out 0 0 0.43% -6,657 -100.0% Q3 2025 Nov 13, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -2,917 -100.0% Q3 2025 Nov 14, 2025
Summit Global Investments History Closed out 0 0 0.08% -2,257 -100.0% Q3 2025 Nov 03, 2025
PDT Partners, LLC History Closed out 0 0 0.07% -1,843 -100.0% Q3 2025 Nov 17, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.26% -1,136 -100.0% Q3 2025 Nov 13, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -746 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -662 -100.0% Q3 2025 Nov 14, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.01% -425 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -108 -100.0% Q3 2025 Oct 21, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -40 -100.0% Q3 2025 Nov 12, 2025
HOLLENCREST CAPITAL MANAGEMENT History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Nov 03, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -18 -100.0% Q3 2025 Oct 08, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 0.0% -15 -100.0% Q3 2025 Oct 16, 2025
PRIVATE TRUST CO NA History Closed out 0 0 0.0% -9 -100.0% Q3 2025 Oct 15, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -8 -100.0% Q3 2025 Nov 14, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -5 -100.0% Q3 2025 Nov 14, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -4 -100.0% Q3 2025 Nov 13, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -3 -100.0% Q3 2025 Nov 10, 2025
Marquette Asset Management, LLC History New 1 0 +1 New Q4 2025 Jan 16, 2026
USA FINANCIAL FORMULAS History New 1 0 +1 New Q4 2025 Jan 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 1 0 +1 New Q4 2025 Jan 21, 2026
Larson Financial Group LLC History New 1 0 +1 New Q4 2025 Feb 06, 2026
Cedar Mountain Advisors, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Ankerstar Wealth, LLC History New 1 0 +1 New Q4 2025 Feb 12, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Closed out 0 0 -1 -100.0% Q3 2025 Nov 12, 2025
Bay Harbor Wealth Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 09, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 -1 -100.0% Q3 2025 Nov 19, 2025
Cloud Capital Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 03, 2025
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 0 0.0% Q4 2025 Feb 05, 2026
SJS Investment Consulting Inc. History No change 1 0 0 0.0% Q4 2025 Jan 21, 2026
True Wealth Design, LLC History No change 1 0 0 0.0% Q4 2025 Jan 08, 2026
Rialto Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Jan 12, 2026