CEMEX SAB DE CV - CX

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

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
DODGE & COX History Reduced 84,794,670 974,290 0.53% 0.47% 1 -11,939,700 -12.34% Q4 2025 Feb 13, 2026
Orbis Allan Gray Ltd History Added to 36,132,733 415,165 1.74% 1.35% 2 +1,225,219 3.51% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 35,265,386 405,199 0.02% 0.03% 3 -20,118,542 -36.33% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 26,348,884 302,748 0.23% 4 +26,348,884 New Q4 2025 Feb 13, 2026
PointState Capital LP History Added to 26,283,246 301,994 4.45% 3.45% 5 +552,487 2.15% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 22,696,400 260,749 0.43% 0.15% 6 +12,870,053 130.97% Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 21,191,754 243,494 0.03% 0.02% 7 +2,182,666 11.48% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 18,737,871 215,298 0.04% 0.03% 8 +1,840,515 10.89% Q4 2025 Feb 17, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 12,852,316 147,673 1.12% 1.8% 9 -12,050,569 -48.39% Q4 2025 Feb 11, 2026
Robeco Institutional Asset Management B.V. History Added to 12,328,806 141,657 0.2% 0.14% 10 +1,962,140 18.93% Q4 2025 Jan 23, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 11,991,491 137,789 0.03% 0.02% 11 -191,692 -1.57% Q4 2025 Feb 12, 2026
Itau Unibanco Holding S.A. History Added to 10,857,832 125,392 3.01% 2.13% 12 +3,766,639 53.12% Q4 2025 Feb 13, 2026
Hill City Capital, LP History No change 10,802,750 124,123 4.69% 4.11% 13 0 0.0% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 9,579,658 110,070 0.01% 0.0% 14 +1,916,729 25.01% Q4 2025 Feb 13, 2026
Perpetual Ltd History Reduced 8,866,448 101,875 1.47% 1.03% 15 -335,105 -3.64% Q4 2025 Jan 20, 2026
Corvex Management LP History No change 8,600,275 98,817 3.02% 2.56% 16 0 0.0% Q4 2025 Feb 17, 2026
Blackstone Inc. History Added to 7,316,901 84,071 0.33% 0.21% 17 +1,516,901 26.15% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 6,462,236 74,251 0.11% 18 +6,462,236 New Q4 2025 Feb 17, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 6,037,845 70,099 0.14% 0.1% 19 +656,737 12.2% Q4 2025 Feb 09, 2026
MILLENNIUM MANAGEMENT LLC History Added to 5,758,476 66,164 0.03% 0.01% 20 +3,246,064 129.2% Q4 2025 Feb 17, 2026
OAKTREE CAPITAL MANAGEMENT LP History Reduced 5,749,324 66,059 0.94% 1.45% 21 -4,699,500 -44.98% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 5,487,336 63,049 0.09% 0.05% 22 +2,158,554 64.85% Q4 2025 Feb 13, 2026
Marathon Asset Management Ltd History Reduced 4,970,608 57,112 2.2% 1.73% 23 -269,981 -5.15% Q4 2025 Feb 06, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 4,907,194 56,383 0.03% 0.01% 24 +3,014,149 159.22% Q4 2025 Feb 13, 2026
Hosking Partners LLP History Reduced 4,791,452 55,053 1.87% 1.58% 25 -63,356 -1.31% Q4 2025 Feb 04, 2026
JPMORGAN CHASE & CO History Reduced 4,371,881 50,232 0.0% 0.0% 26 -157,731 -3.48% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 4,136,409 47,527 0.02% 0.02% 27 +124,420 3.1% Q4 2025 Feb 10, 2026
VANGUARD GROUP INC History Added to 4,044,919 46,476 0.0% 0.0% 28 +59,477 1.49% Q4 2025 Jan 29, 2026
STRS OHIO History Reduced 3,953,311 45,423 0.17% 0.14% 29 -331,477 -7.74% Q4 2025 Feb 02, 2026
GOLDMAN SACHS GROUP INC History Added to 3,921,189 45,054 0.01% 0.0% 30 +1,254,515 47.04% Q4 2025 Mar 25, 2026
SEI INVESTMENTS CO History Added to 3,863,187 44,388 0.04% 0.03% 31 +822,423 27.05% Q4 2025 Feb 13, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Added to 3,823,500 43,932 0.72% 0.57% 32 +125,975 3.41% Q4 2025 Feb 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 3,793,011 43,581 0.02% 0.02% 33 +231,223 6.49% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 3,558,564 40,887 0.0% 0.0% 34 +1,137,097 46.96% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 3,538,511 40,657 0.07% 0.2% 35 -13,253,733 -78.93% Q4 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 3,173,933 36,468 0.13% 0.1% 36 +431,713 15.74% Q4 2025 Feb 13, 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History Reduced 3,091,700 35,523 1.92% 1.58% 37 -105,800 -3.31% Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 3,056,131 35,114 0.09% 0.03% 38 +1,902,549 164.93% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 2,891,621 33,224 0.01% 0.01% 39 -931,376 -24.36% Q4 2025 Jan 29, 2026
Amundi History Added to 2,851,631 32,765 0.01% 0.01% 40 +119,634 4.38% Q4 2025 Feb 17, 2026
Black Creek Investment Management Inc. History Added to 2,798,783 32,158 1.6% 0.11% 41 +2,528,043 933.75% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 2,749,198 31,840 0.03% 0.02% 42 +569,353 26.12% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 2,100,373 24,133 0.0% 0.0% 43 +1,152,020 121.48% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 1,704,364 19,583 0.0% 0.0% 44 -27,196 -1.57% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,453,319 16,698 0.0% 0.0% 45 -313,238 -17.73% Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 1,371,009 15,752 0.01% 46 +1,371,009 New Q4 2025 Jan 22, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 1,359,427 15,619 1.32% 1.11% 47 -30,000 -2.16% Q4 2025 Feb 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 1,268,909 14,579 0.08% 0.05% 48 +234,759 22.7% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,245,198 14,307 0.01% 0.0% 49 +1,197,939 2534.84% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,223,228 14,054 0.04% 0.01% 50 +760,622 164.42% Q4 2025 Feb 17, 2026
Nearwater Capital Markets, Ltd History No change 1,189,900 13,671 0.23% 0.14% 51 0 0.0% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 1,111,178 12,767 0.01% 0.0% 52 +365,473 49.01% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,080,304 12,412 0.0% 0.0% 53 -443,733 -29.12% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 1,017,643 11,692 0.01% 0.01% 54 +1,443 0.14% Q4 2025 Feb 06, 2026
Ramirez Asset Management, Inc. History Reduced 1,016,705 11,681 1.54% 1.27% 55 -2,212 -0.22% Q4 2025 Feb 11, 2026
PEAK6 LLC History Added to 954,281 10,964 0.02% 0.01% 56 +338,413 54.95% Q4 2025 Mar 12, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 943,691 10,843 0.21% 0.17% 57 -2,600 -0.27% Q4 2025 Jan 23, 2026
PINNBROOK CAPITAL MANAGEMENT LP History New 928,505 10,668 1.49% 58 +928,505 New Q4 2025 Feb 06, 2026
Man Group plc History Added to 862,922 9,914 0.02% 0.0% 59 +641,976 290.56% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 858,281 9,861 0.04% 0.06% 60 -701,719 -44.98% Q4 2025 Feb 13, 2026
Advisors Asset Management, Inc. History Reduced 834,409 9,587 0.16% 0.13% 61 -16,011 -1.88% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Added to 828,479 9,515 0.0% 0.0% 62 +166,397 25.13% Q4 2025 Feb 09, 2026
CastleKnight Management LP History Reduced 793,900 9,121 0.2% 0.19% 63 -295,800 -27.15% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 783,817 9,006 0.0% 0.0% 64 -421,513 -34.97% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 749,309 8,609 0.01% 0.0% 65 +631,523 536.16% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 706,006 8,112 0.0% 0.0% 66 +95,709 15.68% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 683,320 7,851 0.0% 0.0% 67 -205,222 -23.1% Q4 2025 Feb 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 652,507 7,497 0.04% 0.03% 68 +18,042 2.84% Q4 2025 Feb 10, 2026
BRIDGER MANAGEMENT, LLC History New 620,000 7,123 4.58% 69 +620,000 New Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 595,810 6,845 0.01% 0.01% 70 -8,685 -1.44% Q4 2025 Mar 16, 2026
Aquatic Capital Management LLC History Reduced 585,981 6,732 0.19% 0.14% 71 -256,544 -30.45% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 583,682 6,706 0.01% 0.01% 72 -470,660 -44.64% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 574,047 6,595 0.01% 0.01% 73 +76,532 15.38% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 524,451 6,025 0.0% 0.0% 74 -290,249 -35.63% Q4 2025 Feb 17, 2026
ABS Direct Equity Fund LLC History New 492,700 5,661 6.73% 75 +492,700 New Q4 2025 Jan 30, 2026
Capital Wealth Planning, LLC History Added to 487,739 5,643 0.04% 0.01% 76 +282,149 137.24% Q4 2025 Feb 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 485,788 5,581 0.01% 0.01% 77 0 0.0% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 476,472 5,474 0.0% 78 +476,472 New Q4 2025 Feb 17, 2026
Employees Retirement System of Texas History Added to 453,092 5,206 0.04% 0.01% 79 +256,133 130.04% Q4 2025 Feb 09, 2026
MACKENZIE FINANCIAL CORP History Added to 395,706 4,585 0.01% 0.0% 80 +145,279 58.01% Q4 2025 Feb 18, 2026
IMC-Chicago, LLC History Added to 383,176 4,402 0.0% 0.0% 81 +104,555 37.53% Q4 2025 Jan 29, 2026
Lesa Sroufe & Co History Added to 376,017 4,320 3.22% 2.72% 82 +1,391 0.37% Q4 2025 Jan 22, 2026
Lighthouse Investment Partners, LLC History New 365,754 4,202 0.13% 83 +365,754 New Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Added to 351,690 4,040 0.01% 0.01% 84 +3,846 1.11% Q4 2025 Jan 30, 2026
Jump Financial, LLC History New 351,521 4,038 0.05% 85 +351,521 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 350,754 4,030 0.0% 0.0% 86 -76,956 -17.99% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 320,492 3,682 0.0% 0.0% 87 +657 0.21% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History New 320,153 3,678 0.0% 88 +320,153 New Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 315,819 3,628 0.0% 0.0% 89 +52,036 19.73% Q4 2025 Feb 18, 2026
IPG Investment Advisors LLC History Reduced 311,273 3,576 0.63% 2.06% 90 -970,810 -75.72% Q4 2025 Feb 09, 2026
JTC Employer Solutions Trustee Ltd History No change 301,972 3,468 0.24% 0.23% 91 0 0.0% Q4 2025 Feb 10, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 281,660 3,236 0.06% 0.04% 92 +28,366 11.2% Q4 2025 Jan 23, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 263,987 3,030 0.0% 0.01% 93 -878,713 -76.9% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 263,397 3,026 0.01% 0.0% 94 +67,958 34.77% Q4 2025 Jan 30, 2026
LPL Financial LLC History Reduced 258,346 2,968 0.0% 0.0% 95 -87,524 -25.31% Q4 2025 Feb 11, 2026
B. Metzler seel. Sohn & Co. AG History New 248,684 2,857 0.02% 96 +248,684 New Q4 2025 Jan 28, 2026
Qube Research & Technologies Ltd History Added to 246,580 2,833 0.0% 0.0% 97 +80,004 48.03% Q4 2025 Feb 17, 2026
TT International Asset Management LTD History New 252,408 2,781 0.59% 98 +252,408 New Q4 2025 Jan 23, 2026
Mercuria Capital Strategies, LLC History New 228,102 2,620 1.49% 99 +228,102 New Q4 2025 Feb 17, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 227,828 2,617 0.24% 0.07% 100 +142,200 166.07% Q4 2025 Feb 17, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History New 226,844 2,606 0.01% 101 +226,844 New Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 223,865 2,572 0.04% 0.04% 102 -63,695 -22.15% Q4 2025 Feb 09, 2026
Walleye Capital LLC History Added to 213,162 2,449 0.01% 0.0% 103 +182,139 587.11% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 206,717 2,376 0.0% 0.0% 104 +188,597 1040.82% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 197,400 2,268 0.0% 0.0% 105 0 0.0% Q4 2025 Feb 13, 2026
Creative Planning History Added to 190,987 2,194 0.0% 0.0% 106 +46,359 32.05% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 182,413 2,095 0.02% 0.01% 107 +63,373 53.24% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History New 177,145 2,035 0.01% 108 +177,145 New Q4 2025 Feb 12, 2026
Calamos Advisors LLC History Reduced 176,805 2,031 0.01% 0.01% 109 -7,900 -4.28% Q4 2025 Jan 29, 2026
Caprock Group, LLC History Added to 169,831 1,951 0.04% 0.02% 110 +74,656 78.44% Q4 2025 Jan 28, 2026
Dorsey Wright & Associates History Added to 163,570 1,879 0.41% 0.31% 111 +7,615 4.88% Q4 2025 Feb 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 136,124 1,682 0.08% 0.07% 113 +11,052 8.84% Q4 2025 Feb 03, 2026
Vident Advisory, LLC History Added to 146,422 1,682 0.02% 0.01% 112 +5,736 4.08% Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Added to 136,766 1,571 0.0% 0.0% 114 +43,647 46.87% Q4 2025 Feb 17, 2026
Eurizon SLJ Capital Ltd History New 130,574 1,500 0.59% 115 +130,574 New Q4 2025 Feb 10, 2026
Crossmark Global Holdings, Inc. History Reduced 124,411 1,429 0.02% 0.02% 116 -15,107 -10.83% Q4 2025 Feb 03, 2026
BANK OF MONTREAL /CAN/ History Reduced 112,899 1,297 0.0% 0.0% 117 -125,275 -52.6% Q4 2025 Feb 12, 2026
Harbour Capital Advisors, LLC History Reduced 110,965 1,283 0.26% 0.22% 118 -5,540 -4.76% Q4 2025 Jan 07, 2026
AdvisorShares Investments LLC History Reduced 106,776 1,226 0.2% 0.16% 119 -724 -0.67% Q4 2025 Feb 10, 2026
Invesco Ltd. History Added to 104,414 1,199 0.0% 0.0% 120 +17,786 20.53% Q4 2025 Feb 19, 2026
Tidal Investments LLC History Added to 100,692 1,156 0.0% 0.0% 121 +6,043 6.38% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History Added to 97,730 1,152 0.05% 0.02% 122 +73,043 295.88% Q4 2025 Feb 12, 2026
Callan Family Office, LLC History New 98,589 1,132 0.02% 123 +98,589 New Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Reduced 97,525 1,121 0.0% 0.0% 124 -252,832 -72.16% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 94,254 1,083 0.0% 0.0% 125 +62,277 194.76% Q4 2025 Feb 05, 2026
SIMPLEX TRADING, LLC History Reduced 94,178 1,082 0.0% 0.0% 126 -51,901 -35.53% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Added to 90,091 1,035 0.01% 0.0% 127 +4,939 5.8% Q4 2025 Feb 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Reduced 88,394 1,015 0.07% 0.11% 128 -70,794 -44.47% Q4 2025 Jan 14, 2026
Oldfield Partners LLP History Reduced 86,518 994 0.28% 0.82% 129 -204,042 -70.22% Q4 2025 Jan 09, 2026
Laird Norton Wetherby Trust Company, LLC History New 83,230 956 0.02% 130 +83,230 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 82,442 947 0.0% 0.0% 131 -21,341 -20.56% Q4 2025 Feb 17, 2026
Qtron Investments LLC History Reduced 75,386 866 0.11% 0.09% 132 -8,054 -9.65% Q4 2025 Feb 12, 2026
Legacy Wealth Asset Management, LLC History Reduced 75,330 865 0.21% 0.17% 133 -3,057 -3.9% Q4 2025 Jan 12, 2026
PROFUND ADVISORS LLC History Added to 75,239 864 0.03% 0.02% 134 +6,823 9.97% Q4 2025 Feb 06, 2026
ANCHYRA PARTNERS LLC History New 74,325 853 0.26% 135 +74,325 New Q4 2025 Jan 29, 2026
Campbell & CO Investment Adviser LLC History New 72,776 836 0.04% 136 +72,776 New Q4 2025 Feb 12, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 70,769 813 0.13% 0.15% 137 -35,744 -33.56% Q4 2025 Feb 11, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 67,104 771 0.01% 0.01% 138 +5,428 8.8% Q4 2025 Feb 02, 2026
Banco BTG Pactual S.A. History New 65,719 755 0.13% 139 +65,719 New Q4 2025 Feb 12, 2026
SEGALL BRYANT & HAMILL, LLC History No change 64,900 745 0.01% 0.01% 140 0 0.0% Q4 2025 Feb 13, 2026
GFS Advisors, LLC History Reduced 61,427 705 0.08% 0.15% 141 -65,649 -51.66% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Reduced 59,260 680 0.0% 0.0% 142 -136,355 -69.71% Q4 2025 Mar 09, 2026
Shoker Investment Counsel, Inc. History No change 57,050 655 0.19% 0.15% 143 0 0.0% Q4 2025 Feb 04, 2026
HSBC HOLDINGS PLC History New 54,488 626 0.0% 144 +54,488 New Q4 2025 Mar 20, 2026
Diversify Advisory Services, LLC History Added to 49,246 615 0.02% 0.02% 145 +4,123 9.14% Q4 2025 Jan 23, 2026
Vise Technologies, Inc. History Added to 52,079 598 0.01% 0.02% 146 +5,591 12.03% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 49,685 570 0.0% 0.0% 147 +2,114 4.44% Q4 2025 Feb 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 49,285 566 0.01% 0.01% 148 -18,842 -27.66% Q4 2025 Jan 16, 2026
Cherokee Insurance Co History No change 49,000 563 0.23% 0.19% 149 0 0.0% Q4 2025 Jan 29, 2026
Squarepoint Ops LLC History New 48,770 560 0.0% 150 +48,770 New Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 46,820 537 0.01% 0.0% 151 -1,115 -2.33% Q4 2025 Feb 05, 2026
Liontrust Investment Partners LLP History Reduced 46,000 528 0.01% 0.01% 152 -46,000 -50.0% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History Added to 45,968 528 0.04% 0.02% 153 +17,031 58.86% Q4 2025 Jan 13, 2026
Caption Management, LLC History Reduced 44,400 510 0.0% 0.0% 154 -20,403 -31.48% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 43,166 496 0.0% 0.0% 155 +9,458 28.06% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 41,725 479 0.0% 0.0% 156 -3,434 -7.6% Q4 2025 Feb 12, 2026
Boston Partners History Reduced 41,508 476 0.0% 0.0% 157 -59,642 -58.96% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 41,406 475 0.0% 0.0% 158 -1,687 -3.91% Q4 2025 Feb 18, 2026
Compound Planning, Inc. History Added to 40,245 462 0.01% 0.01% 159 +8,191 25.55% Q4 2025 Feb 19, 2026
Bristlecone Value Partners, LLC History New 40,180 461 0.53% 160 +40,180 New Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 39,867 458 0.01% 0.01% 161 -33,916 -45.97% Q4 2025 Feb 02, 2026
OSAIC HOLDINGS, INC. History Reduced 39,079 449 0.0% 0.0% 162 -1,931 -4.71% Q4 2025 Feb 17, 2026
Banque Cantonale Vaudoise History New 38,101 438 0.02% 163 +38,101 New Q4 2025 Feb 06, 2026
EntryPoint Capital, LLC History Added to 37,765 433 0.17% 0.07% 164 +16,920 81.17% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Reduced 37,248 427 0.0% 0.0% 165 -1,320 -3.42% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Added to 37,211 427 0.01% 0.01% 166 +121 0.33% Q4 2025 Feb 09, 2026
XTX Topco Ltd History Reduced 36,883 423 0.01% 0.09% 167 -149,997 -80.26% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 35,123 403 0.03% 0.05% 168 -31,173 -47.02% Q4 2025 Jan 29, 2026
THOMPSON DAVIS & CO., INC. History Reduced 34,000 390 0.23% 0.21% 169 -4,000 -10.53% Q4 2025 Jan 12, 2026
CWM, LLC History Added to 33,743 388 0.0% 0.0% 170 +30,554 958.11% Q4 2025 Jan 26, 2026
SIGNATUREFD, LLC History Reduced 33,657 386 0.01% 0.0% 171 -623 -1.82% Q4 2025 Jan 20, 2026
TUDOR INVESTMENT CORP ET AL History Added to 31,667 363 0.0% 0.62% 172 +16,793 112.9% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 30,594 352 0.0% 0.0% 173 +16,312 114.21% Q4 2025 Feb 05, 2026
Pathstone Holdings, LLC History New 30,623 351 0.0% 174 +30,623 New Q4 2025 Feb 13, 2026
FCA CORP /TX History No change 30,000 344 0.1% 0.07% 175 0 0.0% Q4 2025 Feb 11, 2026
Aprio Wealth Management, LLC History Added to 28,956 332 0.02% 0.02% 176 +2,223 8.32% Q4 2025 Jan 29, 2026
Vanguard Personalized Indexing Management, LLC History Added to 28,865 331 0.0% 0.0% 177 +4,664 19.27% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 28,609 328 0.0% 0.0% 178 +1,288 4.71% Q4 2025 Jan 26, 2026
SG Americas Securities, LLC History New 28,255 325 0.0% 179 +28,255 New Q4 2025 Jan 09, 2026
Blue Trust, Inc. History Reduced 27,347 314 0.0% 0.0% 180 -6,245 -18.59% Q4 2025 Jan 16, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 25,159 314 0.0% 0.0% 181 0 0.0% Q4 2025 Jan 21, 2026
Burns Matteson Capital Management, LLC History Added to 26,878 308 0.11% 0.09% 182 +1,902 7.62% Q4 2025 Jan 15, 2026
Militia Capital Partners, LP History No change 26,400 303 0.12% 0.11% 183 0 0.0% Q4 2025 Feb 17, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 26,231 301 0.05% 0.04% 184 +1,572 6.37% Q4 2025 Jan 22, 2026
Farther Finance Advisors, LLC History Added to 25,637 294 0.0% 0.0% 185 +8,363 48.41% Q4 2025 Jan 23, 2026
Beacon Pointe Advisors, LLC History Added to 25,035 287 0.0% 0.0% 186 +31 0.12% Q4 2025 Feb 18, 2026
PCM Encore, LLC History New 24,805 285 0.06% 188 +24,805 New Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 24,825 285 0.01% 0.0% 187 +9,934 66.71% Q4 2025 Feb 03, 2026
MML INVESTORS SERVICES, LLC History Added to 24,652 283 0.0% 0.0% 189 +1,783 7.8% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 24,434 280 0.0% 0.0% 190 -5,694 -18.9% Q4 2025 Feb 02, 2026
Wynn Capital, LLC History No change 24,000 275 0.13% 0.1% 191 0 0.0% Q4 2025 Jan 13, 2026
Sanctuary Advisors, LLC History Reduced 23,860 274 0.0% 0.0% 192 -25,385 -51.55% Q4 2025 Jan 29, 2026
PharVision Advisers, LLC History Added to 23,901 274 0.14% 0.06% 193 +11,165 87.66% Q4 2025 Feb 17, 2026
Archford Capital Strategies, LLC History Added to 23,776 273 0.03% 0.02% 194 +713 3.09% Q4 2025 Jan 15, 2026
Allworth Financial LP History New 23,718 272 0.0% 195 +23,718 New Q4 2025 Feb 05, 2026
D'Orazio & Associates, Inc. History Added to 23,703 272 0.03% 0.02% 196 +10,809 83.83% Q4 2025 Feb 04, 2026
R Squared Ltd History New 22,661 260 0.12% 197 +22,661 New Q4 2025 Jan 30, 2026
&PARTNERS History Reduced 22,576 259 0.0% 0.0% 198 -2,893 -11.36% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 22,600 259 0.0% 0.0% 199 -1,600 -6.61% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 22,440 257 0.0% 0.0% 200 -7,105 -24.05% Q4 2025 Feb 03, 2026
ATLAS CAPITAL ADVISORS INC. History New 22,205 255 0.03% 201 +22,205 New Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History New 22,177 254 0.01% 202 +22,177 New Q4 2025 Jan 09, 2026
South Dakota Investment Council History Reduced 21,478 247 0.0% 0.01% 203 -24,500 -53.29% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History New 20,718 238 0.01% 204 +20,718 New Q4 2025 Jan 21, 2026
Bridgewater Advisors Inc. History New 18,351 237 0.02% 205 +18,351 New Q4 2025 Jan 23, 2026
Savant Capital, LLC History Added to 20,356 233 0.0% 0.0% 206 +6,483 46.73% Q4 2025 Feb 10, 2026
Silverleafe Capital Partners, LLC History No change 20,067 230 0.07% 0.06% 207 0 0.0% Q4 2025 Jan 12, 2026
Ascent Group, LLC History New 19,973 229 0.01% 209 +19,973 New Q4 2025 Jan 20, 2026
Activest Wealth Management History No change 20,000 229 0.04% 0.04% 208 0 0.0% Q4 2025 Jan 30, 2026
IEQ CAPITAL, LLC History Added to 19,598 225 0.0% 0.0% 210 +1,380 7.57% Q4 2025 Feb 13, 2026
Beverly Hills Private Wealth, LLC History Reduced 18,864 216 0.04% 0.03% 211 -162 -0.85% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 18,268 209 0.0% 0.0% 212 +8,143 80.42% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 18,250 209 0.0% 0.0% 213 +3,949 27.61% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 17,867 205 0.0% 0.0% 214 -222 -1.23% Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Added to 17,390 199 0.0% 0.0% 215 +508 3.01% Q4 2025 Feb 11, 2026
CHOREO, LLC History Reduced 16,942 196 0.0% 0.0% 216 -132 -0.77% Q4 2025 Jan 23, 2026
Sequoia Financial Advisors, LLC History Added to 16,802 193 0.0% 0.0% 217 +913 5.75% Q4 2025 Feb 03, 2026
Scientech Research LLC History New 16,773 192 0.12% 219 +16,773 New Q4 2025 Feb 17, 2026
Virtu Financial LLC History New 16,719 192 0.01% 218 +16,719 New Q4 2025 Feb 23, 2026
May Hill Capital, LLC History New 16,386 188 0.02% 220 +16,386 New Q4 2025 Feb 05, 2026
Sage Capital Management, LLC History No change 16,132 185 0.09% 0.07% 221 0 0.0% Q4 2025 Jan 15, 2026
Intergy Private Wealth, LLC History Added to 16,063 184 0.06% 0.04% 222 +1,760 12.31% Q4 2025 Jan 22, 2026
ABN AMRO INVESTMENT SOLUTIONS History Reduced 15,901 182 0.0% 0.0% 223 -5,000 -23.92% Q4 2025 Feb 06, 2026
Focus Partners Wealth History Added to 15,766 180 0.0% 0.0% 224 +2,013 14.64% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History New 15,300 175 0.0% 225 +15,300 New Q4 2025 Feb 13, 2026
West Family Investments, Inc. History No change 15,264 175 0.04% 4.64% 226 0 0.0% Q4 2025 Feb 11, 2026
HUB Investment Partners, LLC History New 15,151 174 0.0% 228 +15,151 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History No change 15,160 174 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 05, 2026
Inspire Advisors, LLC History Reduced 15,093 173 0.02% 0.02% 229 -3,937 -20.69% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 14,714 169 0.02% 0.02% 230 0 0.0% Q4 2025 Feb 13, 2026
Cerity Partners LLC History New 14,420 165 0.0% 232 +14,420 New Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Reduced 14,377 165 0.0% 0.0% 231 -50 -0.35% Q4 2025 Feb 02, 2026
Diversified Trust Co History Added to 14,340 164 0.0% 0.0% 233 +217 1.54% Q4 2025 Jan 09, 2026
SYON CAPITAL LLC History New 14,228 163 0.01% 234 +14,228 New Q4 2025 Feb 11, 2026
SAX WEALTH ADVISORS, LLC History New 14,091 161 0.01% 235 +14,091 New Q4 2025 Jan 12, 2026
Jefferies Financial Group Inc. History New 13,572 155 0.0% 236 +13,572 New Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History New 13,224 152 0.0% 237 +13,224 New Q4 2025 Jan 05, 2026
Global Retirement Partners, LLC History Added to 13,222 151 0.0% 0.0% 239 +11,422 634.56% Q4 2025 Feb 06, 2026
PDS Planning, Inc History Reduced 13,196 151 0.01% 0.01% 238 -1,014 -7.14% Q4 2025 Jan 26, 2026
Euro Pacific Asset Management, LLC History Added to 12,707 150 0.02% 0.01% 240 +1,707 15.52% Q4 2025 Jan 21, 2026
Marex Group plc History New 12,973 149 0.0% 241 +12,973 New Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 12,942 148 0.0% 0.0% 242 -362 -2.72% Q4 2025 Feb 17, 2026
Tuttle Capital Management, LLC History New 12,729 146 0.32% 243 +12,729 New Q4 2025 Jan 08, 2026
B. Riley Wealth Advisors, Inc. History Reduced 12,657 145 0.01% 0.01% 244 -4,458 -26.05% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 12,196 145 0.0% 0.0% 245 -875 -6.69% Q4 2025 Jan 08, 2026
V-Square Quantitative Management LLC History New 12,476 143 0.01% 246 +12,476 New Q4 2025 Jan 22, 2026
Havemeyer Place LP History New 11,784 135 0.03% 247 +11,784 New Q4 2025 Feb 11, 2026
Genus Capital Management Inc. History Reduced 11,566 132 0.02% 0.02% 248 -7,920 -40.64% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 11,322 130 0.0% 0.0% 250 -823 -6.78% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 11,348 130 0.0% 0.0% 249 +13 0.11% Q4 2025 Feb 11, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 11,169 128 0.11% 0.08% 251 0 0.0% Q4 2025 Jan 23, 2026
Arax Advisory Partners History Added to 11,028 126 0.0% 0.0% 252 +8,630 359.88% Q4 2025 Feb 13, 2026
Sargent Investment Group, LLC History No change 11,000 126 0.02% 0.01% 253 0 0.0% Q4 2025 Feb 13, 2026
Westfuller Advisors, LLC History No change 11,013 126 0.05% 0.05% 254 0 0.0% Q4 2025 Jan 21, 2026
BINGHAM PRIVATE WEALTH, LLC History New 10,936 125 0.11% 256 +10,936 New Q4 2025 Jan 23, 2026
BARCLAYS PLC History Added to 10,961 125 0.0% 0.0% 255 +6,017 121.7% Q4 2025 Feb 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History New 10,775 123 0.01% 257 +10,775 New Q4 2025 Feb 10, 2026
Indivisible Partners History New 10,312 118 0.01% 258 +10,312 New Q4 2025 Feb 03, 2026
Sigma Planning Corp History New 10,252 117 0.0% 259 +10,252 New Q4 2025 Jan 30, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 10,116 116 0.0% 0.0% 260 -1,792 -15.05% Q4 2025 Feb 06, 2026
KCM INVESTMENT ADVISORS LLC History No change 10,067 115 0.0% 0.0% 261 0 0.0% Q4 2025 Feb 13, 2026
Leverty Financial Group, LLC History No change 10,000 114 0.03% 0.02% 262 0 0.0% Q4 2025 Jan 09, 2026
RHUMBLINE ADVISERS History Reduced 9,875 113 0.0% 0.0% 263 -1,769 -15.19% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 9,758 112 0.0% 0.0% 264 -1,283 -11.62% Q4 2025 Jan 30, 2026
TD Waterhouse Canada Inc. History Added to 9,705 111 0.0% 0.0% 265 +650 7.18% Q4 2025 Jan 27, 2026
Inspire Investing, LLC History New 8,922 102 0.01% 266 +8,922 New Q4 2025 Feb 17, 2026
Raiffeisen Bank International AG History No change 10,700 90 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History No change 7,317 84 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Reduced 5,212 59 0.0% 0.0% 269 -141 -2.63% Q4 2025 Feb 06, 2026
GAMMA Investing LLC History Added to 4,610 52 0.0% 0.0% 270 +236 5.4% Q4 2025 Jan 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 4,413 50 0.0% 0.0% 271 +96 2.22% Q4 2025 Feb 10, 2026
Reyes Financial Architecture, Inc. History No change 3,990 45 0.03% 0.02% 272 0 0.0% Q4 2025 Jan 26, 2026
WealthCollab, LLC History No change 3,724 42 0.02% 0.02% 273 0 0.0% Q4 2025 Jan 27, 2026
Spire Wealth Management History Reduced 3,137 36 0.0% 0.0% 274 -444 -12.4% Q4 2025 Jan 14, 2026
Kestra Advisory Services, LLC History New 2,916 33 0.0% 275 +2,916 New Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History No change 2,500 28 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 09, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,039 23 0.0% 0.0% 277 +1,713 525.46% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,915 22 0.0% 0.0% 278 -65 -3.28% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 1,914 21 0.0% 0.07% 279 -37,805,842 -99.99% Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History Reduced 1,744 20 0.01% 0.01% 280 -1,744 -50.0% Q4 2025 Feb 18, 2026
WEBSTER BANK, N. A. History No change 1,700 19 0.0% 0.0% 281 0 0.0% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History No change 1,581 18 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History No change 1,500 17 0.0% 0.0% 283 0 0.0% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History No change 1,298 15 0.0% 0.0% 284 0 0.0% Q4 2025 Jan 23, 2026
Newbridge Financial Services Group, Inc. History New 1,279 14 0.0% 285 +1,279 New Q4 2025 Jan 21, 2026
DV Trading LLC History New 1,105 12 0.0% 288 +1,105 New Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History No change 1,051 12 0.0% 0.0% 286 0 0.0% Q4 2025 Jan 14, 2026
Capital Analysts, LLC History No change 1,004 12 0.0% 0.0% 287 0 0.0% Q4 2025 Feb 11, 2026
Park Place Capital Corp History No change 1,056 12 0.0% 0.0% 289 0 0.0% Q4 2025 Jan 09, 2026
EverSource Wealth Advisors, LLC History Added to 1,005 11 0.0% 0.0% 290 +103 11.42% Q4 2025 Feb 06, 2026
MAI Capital Management History Reduced 953 10 0.0% 0.0% 291 -725 -43.21% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 817 9 0.0% 0.0% 292 -483 -37.15% Q4 2025 Feb 02, 2026
Rosenberg Matthew Hamilton History No change 816 9 0.0% 0.0% 293 0 0.0% Q4 2025 Jan 05, 2026
SageView Advisory Group, LLC History New 748 8 0.0% 296 +748 New Q4 2025 Feb 17, 2026
Pinnacle Bancorp, Inc. History Reduced 715 8 0.0% 0.0% 295 -616 -46.28% Q4 2025 Jan 22, 2026
ASSETMARK, INC History Added to 704 8 0.0% 0.0% 294 +280 66.04% Q4 2025 Jan 23, 2026
Acumen Wealth Advisors, LLC History New 653 7 0.0% 298 +653 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History No change 658 7 0.0% 0.0% 297 0 0.0% Q4 2025 Feb 12, 2026
Stephens Consulting, LLC History No change 478 5 0.0% 0.0% 299 0 0.0% Q4 2025 Jan 13, 2026
Financial Perspectives, Inc History No change 500 5 0.0% 0.0% 300 0 0.0% Q4 2025 Jan 28, 2026
Valued Wealth Advisors LLC History No change 486 5 0.0% 0.0% 301 0 0.0% Q4 2025 Jan 30, 2026
ORG Wealth Partners, LLC History No change 497 5 0.0% 0.0% 302 0 0.0% Q4 2025 Jan 14, 2026
Camelot Portfolios, LLC History New 383 4 0.0% 303 +383 New Q4 2025 Jan 29, 2026
Sunbelt Securities, Inc. History No change 355 4 0.0% 0.0% 304 0 0.0% Q4 2025 Feb 20, 2026
IMA Advisory Services, Inc. History New 281 3 0.0% 306 +281 New Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History No change 268 3 0.0% 0.0% 305 0 0.0% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History No change 344 3 0.0% 0.0% 307 0 0.0% Q4 2025 Feb 18, 2026
American Capital Advisory, LLC History No change 289 3 0.0% 0.0% 308 0 0.0% Q4 2025 Jan 30, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 219 2 0.0% 312 +170 346.94% Q4 2025 Jan 15, 2026
Bell Investment Advisors, Inc History Reduced 208 2 0.0% 0.0% 310 -60 -22.39% Q4 2025 Feb 24, 2026
Smartleaf Asset Management LLC History Added to 177 2 0.0% 0.0% 311 +13 7.93% Q4 2025 Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 180 2 0.0% 0.0% 309 0 0.0% Q4 2025 Feb 12, 2026
BAYBAN History New 100 1 0.0% 315 +100 New Q4 2025 Mar 05, 2026
True Wealth Design, LLC History Reduced 162 1 0.0% 0.0% 314 -3 -1.82% Q4 2025 Jan 08, 2026
Physician Wealth Advisors, Inc. History No change 95 1 0.0% 313 0 0.0% Q4 2025 Jan 29, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.07% -6,238,477 -100.0% Q3 2025 Nov 13, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.06% -1,214,428 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.03% -1,134,195 -100.0% Q3 2025 Nov 14, 2025
LOOMIS SAYLES & CO L P History Closed out 0 0 0.01% -906,682 -100.0% Q3 2025 Nov 13, 2025
ICON ADVISERS INC/CO History Closed out 0 0 1.24% -629,240 -100.0% Q3 2025 Nov 17, 2025
Quantbot Technologies LP History Closed out 0 0 0.1% -395,414 -100.0% Q3 2025 Nov 12, 2025
Morningstar Investment Management LLC History Closed out 0 0 0.03% -85,829 -100.0% Q3 2025 Nov 17, 2025
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.03% -58,920 -100.0% Q3 2025 Oct 31, 2025
TCP Asset Management, LLC History Closed out 0 0 0.07% -42,970 -100.0% Q3 2025 Oct 07, 2025
Integrated Quantitative Investments LLC History Closed out 0 0 0.07% -29,000 -100.0% Q3 2025 Nov 12, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.07% -26,824 -100.0% Q3 2025 Nov 14, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.0% -25,022 -100.0% Q3 2025 Nov 14, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.05% -22,999 -100.0% Q3 2025 Nov 13, 2025
OneAscent Financial Services LLC History Closed out 0 0 0.02% -15,522 -100.0% Q3 2025 Oct 31, 2025
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -11,795 -100.0% Q3 2025 Nov 05, 2025
Alliance Wealth Advisors, LLC /UT History Closed out 0 0 0.02% -11,687 -100.0% Q3 2025 Nov 10, 2025
Holistic Financial Partners History Closed out 0 0 0.04% -11,207 -100.0% Q3 2025 Nov 07, 2025
Plan A Wealth LLC History Closed out 0 0 0.05% -10,709 -100.0% Q3 2025 Nov 06, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 0.0% -3,073 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -680 -100.0% Q3 2025 Nov 12, 2025
Caitong International Asset Management Co., Ltd History Reduced 18 0 0.0% -400 -95.69% Q4 2025 Mar 03, 2026
Frazier Financial Advisors, LLC History Closed out 0 0 -89 -100.0% Q3 2025 Oct 31, 2025
Ancora Advisors LLC History New 63 0 +63 New Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History New 55 0 +55 New Q4 2025 Jan 30, 2026
Plante Moran Financial Advisors, LLC History No change 9 0 0 0.0% Q4 2025 Feb 05, 2026
Abound Wealth Management History No change 25 0 0 0.0% Q4 2025 Jan 12, 2026
Rossby Financial, LCC History No change 38 0 0 0.0% Q4 2025 Feb 12, 2026