DANA Inc - DAN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 Reduced 18,040,957 428,653 0.01% 0.01% 1 -1,903,588 -9.54% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 14,310,131 340,008 0.0% 0.0% 2 -1,888,435 -11.66% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 8,427,780 200,247 0.04% 0.04% 3 -72,097 -0.85% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 5,896,662 140,104 0.07% 0.06% 4 -414,065 -6.56% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 5,165,957 122,743 0.05% 0.03% 5 +1,470,411 39.79% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 5,022,592 119,336 0.0% 0.0% 6 -325,556 -6.09% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,797,672 66,487 0.0% 0.0% 7 -318,770 -10.23% Q4 2025 Feb 09, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 2,302,693 54,711 0.03% 0.02% 8 +1,056,920 84.84% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 2,292,431 54,468 0.52% 0.53% 9 -437,926 -16.04% Q4 2025 Feb 05, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 1,968,552 46,772 0.18% 10 +1,968,552 New Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 1,959,900 46,567 0.32% 11 +1,959,900 New Q4 2025 Feb 05, 2026
JB CAPITAL PARTNERS LP History No change 1,852,293 44,010 7.57% 6.28% 12 0 0.0% Q4 2025 Feb 13, 2026
Covalis Capital LLP History Added to 1,764,365 41,921 2.94% 3.3% 13 +349,559 24.71% Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Added to 1,591,768 37,820 0.05% 0.02% 14 +604,246 61.19% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 1,587,724 37,724 0.0% 0.0% 15 +428,621 36.98% Q4 2025 Mar 25, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,522,166 36,166 0.01% 0.01% 16 -252,703 -14.24% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 1,486,339 35,315 0.0% 0.0% 17 +117,763 8.6% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 1,334,211 31,700 0.04% 0.02% 18 +420,453 46.01% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 1,322,146 31,414 0.0% 0.0% 19 -213,122 -13.88% Q4 2025 Feb 17, 2026
BRIGHTLINE CAPITAL MANAGEMENT, LLC History Added to 1,146,000 27,228 11.01% 8.87% 20 +66,000 6.11% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 1,066,685 25,344 0.0% 0.0% 21 -400,301 -27.29% Q4 2025 Feb 19, 2026
Bank of New York Mellon Corp History Reduced 1,052,544 25,008 0.0% 0.01% 22 -426,214 -28.82% Q4 2025 Feb 10, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 1,030,230 24,478 0.51% 0.49% 23 -121,977 -10.59% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 1,016,266 24,146 0.0% 0.01% 24 -2,781,047 -73.24% Q4 2025 Feb 17, 2026
Woodline Partners LP History Added to 962,802 22,876 0.09% 0.02% 25 +714,245 287.36% Q4 2025 Feb 17, 2026
Lodge Hill Capital, LLC History Added to 900,000 21,384 4.04% 2.86% 26 +100,000 12.5% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 866,033 20,577 0.02% 0.02% 27 -61,954 -6.68% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 841,382 19,991 0.0% 0.0% 28 -76,237 -8.31% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 806,300 19,157 0.03% 0.02% 29 -131,700 -14.04% Q4 2025 Feb 12, 2026
OBERWEIS ASSET MANAGEMENT INC/ History New 796,500 18,924 0.69% 30 +796,500 New Q4 2025 Feb 17, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 756,015 17,962 0.38% 0.28% 31 +125,224 19.85% Q4 2025 Feb 13, 2026
EVR Research LP History Reduced 730,000 17,344 9.36% 9.59% 32 -70,000 -8.75% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 669,480 15,906 0.0% 0.0% 33 -459,067 -40.68% Q4 2025 Feb 11, 2026
HITE Hedge Asset Management LLC History Added to 570,607 13,557 0.86% 0.4% 34 +205,287 56.19% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 556,892 13,231 0.01% 0.01% 35 -76,501 -12.08% Q4 2025 Feb 02, 2026
UBS Group AG History Reduced 518,301 12,314 0.0% 0.0% 36 -672,482 -56.47% Q4 2025 Jan 29, 2026
Assenagon Asset Management S.A. History Added to 490,590 11,656 0.02% 0.01% 37 +8,505 1.76% Q4 2025 Jan 09, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 454,103 10,789 0.01% 0.01% 38 +16,332 3.73% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 439,059 10,432 0.01% 0.01% 39 +38,732 9.68% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 433,928 10,310 0.0% 0.0% 40 -90,783 -17.3% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 404,334 9,606 0.03% 0.04% 41 -163,677 -28.82% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 401,829 9,547 0.0% 0.0% 42 +162,276 67.74% Q4 2025 Feb 13, 2026
PDT Partners, LLC History Added to 380,736 9,046 0.59% 0.25% 43 +182,509 92.07% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 376,948 8,956 0.01% 0.0% 44 +290,661 336.85% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 355,455 8,445 0.0% 0.01% 45 -297,192 -45.54% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Added to 344,887 8,194 0.03% 0.0% 46 +286,692 492.64% Q4 2025 Feb 13, 2026
Atom Investors LP History New 341,506 8,114 0.64% 47 +341,506 New Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 329,939 7,839 0.01% 0.01% 48 -68,880 -17.27% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 323,692 7,690 0.0% 0.0% 49 -39,380 -10.85% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 299,155 7,107 0.0% 0.0% 50 -5,405 -1.77% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 294,525 6,997 0.0% 0.0% 51 -1,489 -0.5% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Added to 274,536 6,849 0.01% 0.01% 52 +34,506 14.38% Q4 2025 Jan 15, 2026
Squarepoint Ops LLC History Reduced 284,741 6,765 0.01% 0.01% 53 -53,557 -15.83% Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History Reduced 275,525 6,546 0.05% 0.05% 54 -3,805 -1.36% Q4 2025 Feb 12, 2026
Trexquant Investment LP History Added to 274,507 6,522 0.06% 0.05% 55 +50,105 22.33% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 273,631 6,501 0.01% 19.83% 56 +60,487 28.38% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 268,851 6,387 0.0% 0.0% 57 -22,685 -7.78% Q4 2025 Feb 12, 2026
Edgestream Partners, L.P. History Added to 267,957 6,366 0.18% 0.12% 58 +57,805 27.51% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 261,186 6,205 0.06% 0.07% 59 -110,207 -29.67% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 257,136 6,109 0.0% 0.0% 60 +107,183 71.48% Q4 2025 Feb 17, 2026
Portolan Capital Management, LLC History New 252,423 5,997 0.32% 61 +252,423 New Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 245,700 5,837 0.0% 0.0% 62 +3,600 1.49% Q4 2025 Feb 12, 2026
MONTAG A & ASSOCIATES INC History New 215,437 5,118 0.23% 63 +215,437 New Q4 2025 Feb 02, 2026
FRANKLIN RESOURCES INC History Added to 201,293 4,782 0.0% 0.0% 64 +4,325 2.2% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 196,260 4,663 0.0% 0.0% 65 +6,749 3.56% Q4 2025 Feb 18, 2026
ROBOTTI ROBERT History Reduced 153,858 3,655 0.66% 0.57% 66 -9,705 -5.93% Q4 2025 Feb 19, 2026
Y-Intercept (Hong Kong) Ltd History New 150,440 3,574 0.08% 67 +150,440 New Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 144,514 3,433 0.01% 0.0% 68 +74,614 106.74% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 144,270 3,427 0.0% 0.0% 69 -15,103 -9.48% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 144,209 3,426 0.01% 0.0% 70 +143,317 16066.93% Q4 2025 Feb 05, 2026
WELLS FARGO & COMPANY/MN History Added to 141,939 3,372 0.0% 0.0% 71 +30,100 26.91% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 137,201 3,259 0.01% 0.01% 72 -13,303 -8.84% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 134,051 3,185 0.01% 0.01% 73 +53,123 65.64% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History New 132,595 3,150 0.0% 74 +132,595 New Q4 2025 Feb 02, 2026
Jain Global LLC History New 127,884 3,038 0.01% 75 +127,884 New Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 126,167 2,997 0.01% 0.01% 76 -29,556 -18.98% Q4 2025 Jan 28, 2026
Brevan Howard Capital Management LP History Added to 122,135 2,901 0.03% 0.01% 77 +25,738 26.7% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History New 120,773 2,869 0.01% 78 +120,773 New Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History Added to 120,000 2,851 0.0% 0.0% 79 +75,000 166.67% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 119,719 2,844 0.0% 0.0% 80 -1,019 -0.84% Q4 2025 Feb 17, 2026
Weiss Asset Management LP History New 119,650 2,842 0.04% 81 +119,650 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 118,780 2,822 0.0% 0.0% 82 -10,772 -8.31% Q4 2025 Feb 11, 2026
NFJ INVESTMENT GROUP, LLC History Reduced 115,653 2,747 0.1% 0.09% 83 -20,798 -15.24% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 114,835 2,728 0.0% 0.0% 84 -23,538 -17.01% Q4 2025 Feb 11, 2026
ALGERT GLOBAL LLC History Reduced 114,390 2,718 0.04% 0.1% 85 -178,802 -60.98% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 111,249 2,644 0.0% 0.0% 86 -1,689 -1.5% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 106,550 2,531 0.0% 0.0% 87 -14,337 -11.86% Q4 2025 Feb 05, 2026
CANADA LIFE ASSURANCE Co History Reduced 103,882 2,468 0.0% 0.0% 88 -19,776 -15.99% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Reduced 103,000 2,447 0.0% 0.01% 89 -57,300 -35.75% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 100,251 2,411 0.0% 0.0% 90 -2,429 -2.37% Q4 2025 Feb 18, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 100,596 2,390 0.01% 0.0% 91 -12,104 -10.74% Q4 2025 Jan 30, 2026
FMR LLC History Reduced 96,691 2,297 0.0% 0.0% 92 -30,515 -23.99% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 88,586 2,105 0.0% 0.0% 93 -8,138 -8.41% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 86,919 2,065 0.0% 0.0% 94 -4,118 -4.52% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 85,815 2,038 0.01% 0.01% 95 0 0.0% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 82,398 1,957 0.0% 0.0% 96 +20,388 32.88% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 73,068 1,736 0.0% 0.0% 97 -50,801 -41.01% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History Added to 73,011 1,734 0.03% 0.03% 98 +18,180 33.16% Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Added to 70,442 1,673 0.02% 0.02% 99 +4,539 6.89% Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History Reduced 67,789 1,610 0.02% 0.02% 100 -6,381 -8.6% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Reduced 65,087 1,546 0.01% 0.01% 101 -12,895 -16.54% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Added to 63,347 1,505 0.0% 0.0% 102 +23,949 60.79% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 56,611 1,345 0.0% 0.0% 103 -35,484 -38.53% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History No change 56,410 1,340 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History Reduced 54,824 1,302 0.04% 0.04% 105 -18,764 -25.5% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 54,721 1,300 0.0% 0.0% 106 -6,598 -10.76% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 54,587 1,296 0.0% 0.0% 107 +13,837 33.96% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 53,500 1,271 0.02% 0.02% 108 -6,800 -11.28% Q4 2025 Jan 16, 2026
Advisors Asset Management, Inc. History Added to 53,194 1,263 0.02% 0.02% 109 +638 1.21% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 52,666 1,251 0.0% 110 +52,666 New Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 50,217 1,193 0.0% 0.0% 111 +1,152 2.35% Q4 2025 Jan 27, 2026
SummerHaven Investment Management, LLC History No change 49,183 1,168 0.66% 0.57% 112 0 0.0% Q4 2025 Feb 03, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 47,927 1,138 0.0% 0.02% 114 -268,441 -84.85% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 47,902 1,138 0.0% 0.0% 113 +23,549 96.7% Q4 2025 Jan 09, 2026
Synergy Asset Management, LLC History Reduced 46,641 1,108 0.12% 0.09% 115 -77,905 -62.55% Q4 2025 Jan 13, 2026
NATIXIS ADVISORS, LLC History Added to 46,461 1,104 0.0% 0.0% 116 +2,638 6.02% Q4 2025 Feb 10, 2026
Opes Wealth Management LLC History Reduced 44,593 1,059 0.17% 0.18% 117 -8,712 -16.34% Q4 2025 Feb 02, 2026
Creative Planning History Added to 41,790 992 0.0% 0.0% 118 +9,547 29.61% Q4 2025 Feb 17, 2026
State of Wyoming History Added to 41,562 987 0.11% 0.04% 119 +23,591 131.27% Q4 2025 Feb 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 36,056 982 0.01% 0.01% 120 -10,912 -23.23% Q4 2025 Jan 21, 2026
STRS OHIO History Reduced 41,300 981 0.0% 0.0% 121 -8,100 -16.4% Q4 2025 Feb 02, 2026
PEAK6 LLC History Reduced 40,000 950 0.0% 0.01% 122 -143,600 -78.21% Q4 2025 Mar 12, 2026
PINNACLE ASSOCIATES LTD History No change 39,061 928 0.01% 0.01% 123 0 0.0% Q4 2025 Feb 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 37,233 884 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 37,128 882 0.0% 0.0% 125 -4,400 -10.6% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 36,925 877 0.0% 0.0% 126 +11,125 43.12% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 36,150 858 0.0% 0.0% 127 -42,150 -53.83% Q4 2025 Feb 11, 2026
Arizona State Retirement System History Reduced 35,094 833 0.0% 0.0% 128 -1,865 -5.05% Q4 2025 Jan 28, 2026
Sterling Capital Management LLC History Reduced 34,980 831 0.01% 0.01% 129 -2,382 -6.38% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 33,987 808 0.01% 0.01% 130 -4,350 -11.35% Q4 2025 Feb 05, 2026
Numerai GP LLC History Added to 33,952 806 0.1% 0.07% 131 +9,038 36.28% Q4 2025 Feb 17, 2026
Entropy Technologies, LP History Reduced 33,848 804 0.04% 0.06% 132 -3,455 -9.26% Q4 2025 Feb 13, 2026
WINTON GROUP Ltd History Reduced 31,532 749 0.03% 0.28% 133 -342,728 -91.57% Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 31,564 749 0.01% 0.01% 134 -5,103 -13.92% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 25,878 747 0.0% 0.0% 135 -27,157 -51.21% Q4 2025 Feb 18, 2026
Access Investment Management LLC History No change 35,982 721 0.19% 0.19% 136 0 0.0% Q4 2025 Feb 02, 2026
RBF Capital, LLC History No change 29,500 700 0.03% 0.03% 137 0 0.0% Q4 2025 Feb 17, 2026
Cambria Investment Management, L.P. History Reduced 29,329 696 0.04% 0.04% 138 -4,708 -13.83% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 29,239 695 0.01% 0.01% 139 -7,417 -20.23% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 28,925 687 0.0% 0.0% 140 -4,476 -13.4% Q4 2025 Feb 10, 2026
AlphaQuest LLC History Reduced 28,663 681 0.04% 0.04% 141 -2,767 -8.8% Q4 2025 Feb 09, 2026
XTX Topco Ltd History Reduced 28,496 677 0.02% 0.1% 142 -65,502 -69.68% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 28,012 665 0.0% 0.0% 143 -2,709 -8.82% Q4 2025 Jan 15, 2026
Horizon Investments, LLC History Added to 27,803 660 0.01% 0.01% 144 +101 0.36% Q4 2025 Feb 02, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 27,562 654 0.0% 0.0% 145 +36 0.13% Q4 2025 Feb 12, 2026
COMERICA BANK History Reduced 27,518 653 0.0% 0.0% 146 -11,360 -29.22% Q4 2025 Jan 29, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 30,842 644 0.0% 0.0% 147 +3,111 11.22% Q4 2025 Feb 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 26,700 634 0.01% 0.01% 148 -2,800 -9.49% Q4 2025 Feb 04, 2026
KLP KAPITALFORVALTNING AS History Added to 26,600 632 0.0% 0.0% 149 +1,700 6.83% Q4 2025 Jan 28, 2026
Schonfeld Strategic Advisors LLC History Reduced 26,221 623 0.0% 0.02% 150 -106,829 -80.29% Q4 2025 Feb 17, 2026
BAILARD, INC. History No change 25,600 608 0.01% 0.01% 151 0 0.0% Q4 2025 Feb 04, 2026
Atria Investments, Inc History Added to 24,537 583 0.01% 0.01% 152 +1,747 7.67% Q4 2025 Feb 05, 2026
LPL Financial LLC History Added to 24,285 577 0.0% 0.0% 153 +2,879 13.45% Q4 2025 Feb 11, 2026
Pathstone Holdings, LLC History New 24,084 572 0.0% 154 +24,084 New Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History No change 24,000 570 0.06% 0.05% 155 0 0.0% Q4 2025 Feb 05, 2026
Gallagher Fiduciary Advisors, LLC History Added to 23,918 568 0.02% 0.02% 156 +1,752 7.9% Q4 2025 Feb 17, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 23,476 557 0.03% 0.02% 157 -750 -3.1% Q4 2025 Feb 02, 2026
ProShare Advisors LLC History Reduced 22,883 543 0.0% 0.0% 158 -2,049 -8.22% Q4 2025 Feb 06, 2026
Walleye Trading LLC History Reduced 22,647 538 0.0% 0.0% 159 -19,353 -46.08% Q4 2025 Feb 13, 2026
FOX RUN MANAGEMENT, L.L.C. History New 22,073 524 0.08% 160 +22,073 New Q4 2025 Feb 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 20,733 517 0.0% 0.0% 161 -6,561 -24.04% Q4 2025 Feb 03, 2026
Man Group plc History Reduced 21,320 506 0.0% 0.01% 162 -134,078 -86.28% Q4 2025 Feb 17, 2026
Asset Management One Co., Ltd. History Added to 20,799 498 0.0% 0.0% 163 +59 0.28% Q4 2025 Jan 27, 2026
Quinn Opportunity Partners LLC History No change 20,000 475 0.02% 0.03% 164 0 0.0% Q4 2025 Feb 13, 2026
Inspire Investing, LLC History Reduced 19,569 464 0.04% 0.04% 165 -3,118 -13.74% Q4 2025 Feb 17, 2026
EntryPoint Capital, LLC History New 19,292 458 0.18% 166 +19,292 New Q4 2025 Feb 12, 2026
Tidal Investments LLC History Reduced 19,050 452 0.0% 0.0% 167 -485 -2.48% Q4 2025 Feb 13, 2026
INCEPTIONR LLC History Reduced 18,669 443 0.12% 0.09% 168 -243 -1.28% Q4 2025 Feb 11, 2026
Central Pacific Bank - Trust Division History No change 18,000 427 0.05% 0.04% 169 0 0.0% Q4 2025 Jan 07, 2026
ROYAL BANK OF CANADA History New 17,927 426 0.0% 170 +17,927 New Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History No change 17,688 420 0.0% 0.0% 171 0 0.0% Q4 2025 Jan 29, 2026
Maryland State Retirement & Pension System History Reduced 17,013 404 0.01% 0.01% 172 -1,886 -9.98% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 16,978 403 0.0% 0.0% 173 -437 -2.51% Q4 2025 Jan 28, 2026
Neuberger Berman Group LLC History Reduced 15,972 379 0.0% 0.0% 174 -1,801 -10.13% Q4 2025 Feb 13, 2026
Amundi History Reduced 15,571 369 0.0% 0.0% 175 -7,691 -33.06% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 15,553 369 0.0% 0.0% 176 +5,453 53.99% Q4 2025 Feb 13, 2026
Hennion & Walsh Asset Management, Inc. History Added to 15,182 360 0.01% 0.01% 177 +4,839 46.79% Q4 2025 Jan 14, 2026
FEDERATED HERMES, INC. History Added to 15,022 356 0.0% 0.0% 178 +1,934 14.78% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 14,833 352 0.0% 0.0% 179 0 0.0% Q4 2025 Feb 13, 2026
DV Trading LLC History New 14,583 346 0.01% 180 +14,583 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 14,267 338 0.0% 0.0% 181 +2,471 20.95% Q4 2025 Feb 06, 2026
Swiss Life Asset Management Ltd History New 14,116 335 0.0% 182 +14,116 New Q4 2025 Feb 04, 2026
VARCOV Co. History New 14,091 334 0.13% 183 +14,091 New Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 13,800 327 0.0% 0.0% 184 -19,200 -58.18% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Reduced 13,584 322 0.0% 0.0% 185 -18,615 -57.81% Q4 2025 Mar 20, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 13,426 319 0.06% 0.05% 186 -597 -4.26% Q4 2025 Jan 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 13,354 317 0.0% 0.0% 187 -1,337 -9.1% Q4 2025 Feb 10, 2026
Vident Advisory, LLC History Reduced 13,180 313 0.0% 0.0% 188 -3,433 -20.66% Q4 2025 Feb 18, 2026
Counterpoint Mutual Funds LLC History Reduced 13,146 312 0.02% 0.07% 189 -30,958 -70.19% Q4 2025 Feb 12, 2026
Catalyst Funds Management Pty Ltd History New 13,000 308 0.07% 190 +13,000 New Q4 2025 Feb 09, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 12,769 303 0.02% 0.02% 191 -4,271 -25.06% Q4 2025 Feb 03, 2026
OXFORD ASSET MANAGEMENT LLP History New 12,517 297 0.12% 192 +12,517 New Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Reduced 12,435 295 0.01% 0.01% 193 -50 -0.4% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History New 12,350 293 0.0% 194 +12,350 New Q4 2025 Feb 05, 2026
CWM, LLC History Reduced 12,198 290 0.0% 0.0% 195 -758 -5.85% Q4 2025 Jan 26, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 11,938 283 0.04% 0.03% 196 0 0.0% Q4 2025 Jan 15, 2026
AE Wealth Management LLC History New 11,874 282 0.0% 197 +11,874 New Q4 2025 Jan 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 10,614 274 0.0% 0.0% 198 -57 -0.53% Q4 2025 Jan 08, 2026
Verdad Advisers, LP History New 11,332 269 0.31% 199 +11,332 New Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 11,034 262 0.0% 0.0% 200 -21,950 -66.55% Q4 2025 Feb 12, 2026
Guinness Atkinson Asset Management Inc History Added to 10,386 249 0.12% 0.09% 201 +522 5.29% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Reduced 10,338 245 0.0% 0.0% 202 -986 -8.71% Q4 2025 Feb 12, 2026
PROFUND ADVISORS LLC History New 9,876 234 0.01% 203 +9,876 New Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Reduced 9,686 230 0.0% 0.0% 204 -6,263 -39.27% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Reduced 9,562 227 0.01% 0.01% 205 -1,505 -13.6% Q4 2025 Feb 11, 2026
Vanguard Personalized Indexing Management, LLC History New 9,532 226 0.0% 206 +9,532 New Q4 2025 Feb 13, 2026
ANB BANK History New 9,478 225 0.09% 208 +9,478 New Q4 2025 Feb 13, 2026
XPONANCE LLC History Reduced 9,487 225 0.0% 0.0% 207 -1,061 -10.06% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 9,314 221 0.01% 0.0% 209 +3,933 73.09% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History New 9,301 220 0.0% 210 +9,301 New Q4 2025 Feb 03, 2026
Harvest Investment Services, LLC History New 9,189 218 0.04% 211 +9,189 New Q4 2025 Feb 17, 2026
Abacus Wealth Partners, LLC History New 9,134 217 0.02% 212 +9,134 New Q4 2025 Feb 05, 2026
SAXON INTERESTS, INC. History Reduced 8,911 211 0.07% 0.08% 213 -1,235 -12.17% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 8,669 205 0.0% 0.0% 214 -12,288 -58.63% Q4 2025 Feb 17, 2026
Neo Ivy Capital Management History New 8,239 195 0.03% 215 +8,239 New Q4 2025 Feb 13, 2026
Investors Research Corp History No change 7,900 187 0.03% 0.03% 216 0 0.0% Q4 2025 Jan 06, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 7,400 175 0.0% 217 +7,400 New Q4 2025 Feb 17, 2026
Employees Retirement System of Texas History Reduced 5,752 137 0.0% 0.0% 218 -4,531 -44.06% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Added to 5,066 122 0.0% 0.01% 219 +546 12.08% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 4,728 112 0.0% 0.0% 220 -427 -8.28% Q4 2025 Feb 17, 2026
KBC Group NV History No change 4,620 110 0.0% 0.0% 221 0 0.0% Q4 2025 Jan 26, 2026
Spire Wealth Management History Added to 4,537 107 0.0% 0.0% 222 +20 0.44% Q4 2025 Jan 14, 2026
Plato Investment Management Ltd History New 4,422 105 0.01% 223 +4,422 New Q4 2025 Feb 04, 2026
GAMMA Investing LLC History Added to 4,315 102 0.01% 0.0% 224 +439 11.33% Q4 2025 Jan 05, 2026
SIGNATUREFD, LLC History Added to 4,266 101 0.0% 0.0% 225 +97 2.33% Q4 2025 Jan 20, 2026
Versant Capital Management, Inc History No change 3,895 92 0.01% 0.01% 226 0 0.0% Q4 2025 Jan 08, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,500 83 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,347 55 0.01% 228 +2,347 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 2,061 48 0.0% 0.0% 229 +732 55.08% Q4 2025 Jan 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,821 43 0.0% 0.0% 230 +1,129 163.15% Q4 2025 Feb 09, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 1,665 39 0.01% 0.01% 231 0 0.0% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 1,638 38 0.0% 0.0% 232 +74 4.73% Q4 2025 Feb 02, 2026
EverSource Wealth Advisors, LLC History Added to 1,580 37 0.0% 0.0% 233 +445 39.21% Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History New 1,507 36 0.0% 234 +1,507 New Q4 2025 Feb 13, 2026
Matrix Trust Co History Reduced 1,358 32 0.01% 0.0% 235 -2 -0.15% Q4 2025 Jan 13, 2026
Rockefeller Capital Management L.P. History Reduced 1,302 30 0.0% 0.0% 237 -958 -42.39% Q4 2025 Mar 16, 2026
Larson Financial Group LLC History Added to 1,289 30 0.0% 0.0% 236 +483 59.93% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,232 29 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 17, 2026
Aster Capital Management (DIFC) Ltd History New 1,108 26 0.01% 240 +1,108 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,127 26 0.0% 0.0% 239 +213 23.3% Q4 2025 Feb 13, 2026
MEEDER ASSET MANAGEMENT INC History No change 1,064 25 0.0% 0.0% 241 0 0.0% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History New 1,000 23 0.0% 242 +1,000 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 938 22 0.0% 0.0% 243 +16 1.74% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History No change 859 20 0.0% 0.0% 244 0 0.0% Q4 2025 Feb 12, 2026
USA FINANCIAL FORMULAS History Reduced 833 19 0.0% 0.01% 245 -3,205 -79.37% Q4 2025 Jan 14, 2026
Bayforest Capital Ltd History Reduced 784 18 0.01% 0.04% 247 -3,822 -82.98% Q4 2025 Jan 27, 2026
Salomon & Ludwin, LLC History Reduced 724 18 0.0% 0.0% 246 -160 -18.1% Q4 2025 Jan 28, 2026
Root Financial Partners, LLC History Added to 731 17 0.0% 0.0% 248 +113 18.28% Q4 2025 Feb 10, 2026
MASECO LLP History New 703 16 0.0% 250 +703 New Q4 2025 Jan 22, 2026
Farther Finance Advisors, LLC History Added to 685 16 0.0% 0.0% 249 +345 101.47% Q4 2025 Jan 23, 2026
UMB Bank, n.a. History Reduced 650 15 0.0% 0.0% 251 -2 -0.31% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 593 14 0.0% 0.0% 252 -60 -9.19% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History New 460 10 0.0% 253 +460 New Q4 2025 Feb 09, 2026
Bank & Trust Co History No change 442 10 0.01% 0.01% 254 0 0.0% Q4 2025 Jan 13, 2026
Hillsdale Investment Management Inc. History No change 380 9 0.0% 0.0% 255 0 0.0% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 341 8 0.0% 256 +341 New Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History Added to 303 7 0.0% 0.0% 257 +75 32.89% Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Reduced 330 7 0.0% 0.0% 258 -2 -0.6% Q4 2025 Jan 08, 2026
Arax Advisory Partners History New 218 5 0.0% 259 +218 New Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History New 185 5 0.0% 260 +185 New Q4 2025 Jan 21, 2026
Bare Financial Services, Inc History Added to 235 5 0.0% 0.0% 261 +26 12.44% Q4 2025 Feb 06, 2026
Torren Management, LLC History New 187 4 0.0% 265 +187 New Q4 2025 Jan 30, 2026
Kingdom Financial Group LLC. History New 178 4 0.0% 264 +178 New Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 204 4 0.0% 0.0% 263 +61 42.66% Q4 2025 Jan 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 186 4 0.0% 0.0% 262 +16 9.41% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History Added to 139 3 0.0% 266 +90 183.67% Q4 2025 Jan 07, 2026
Optiver Holding B.V. History Reduced 88 2 0.0% 0.0% 269 -424 -82.81% Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 101 2 0.0% 271 +101 New Q4 2025 Feb 09, 2026
SBI Securities Co., Ltd. History Reduced 91 2 0.0% 0.0% 268 -3 -3.19% Q4 2025 Feb 03, 2026
TOMPKINS FINANCIAL CORP History No change 100 2 0.0% 0.0% 267 0 0.0% Q4 2025 Jan 08, 2026
LRI Investments, LLC History No change 104 2 0.0% 0.0% 270 0 0.0% Q4 2025 Feb 04, 2026
Blue Trust, Inc. History Reduced 66 1 0.0% 0.0% 275 -3,156 -97.95% Q4 2025 Jan 16, 2026
Manchester Capital Management LLC History New 61 1 0.0% 274 +61 New Q4 2025 Feb 11, 2026
BAYBAN History New 50 1 0.0% 283 +50 New Q4 2025 Mar 05, 2026
CIBC Private Wealth Group LLC History Added to 51 1 0.0% 273 +28 121.74% Q4 2025 Feb 12, 2026
Fortitude Family Office, LLC History Reduced 69 1 0.0% 0.0% 277 -12 -14.81% Q4 2025 Jan 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 80 1 0.0% 0.0% 272 0 0.0% Q4 2025 Feb 03, 2026
Bell Investment Advisors, Inc History No change 73 1 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 24, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 55 1 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 09, 2026
Private Wealth Management Group, LLC History No change 48 1 0.0% 279 0 0.0% Q4 2025 Jan 23, 2026
Westfuller Advisors, LLC History No change 83 1 0.0% 0.0% 280 0 0.0% Q4 2025 Jan 21, 2026
Glen Eagle Advisors, LLC History No change 49 1 0.0% 281 0 0.0% Q4 2025 Feb 13, 2026
Hughes Financial Services, LLC History No change 47 1 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Closed out 0 0 0.01% -1,675,719 -100.0% Q3 2025 Oct 29, 2025
Empowered Funds, LLC History Closed out 0 0 0.13% -637,521 -100.0% Q3 2025 Nov 13, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.01% -515,881 -100.0% Q3 2025 Nov 14, 2025
SEGALL BRYANT & HAMILL, LLC History Closed out 0 0 0.06% -207,608 -100.0% Q3 2025 Nov 12, 2025
Hudson Bay Capital Management LP History Closed out 0 0 0.01% -136,205 -100.0% Q3 2025 Dec 15, 2025
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.02% -98,712 -100.0% Q3 2025 Nov 10, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.13% -88,297 -100.0% Q3 2025 Oct 28, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.01% -70,085 -100.0% Q3 2025 Jan 13, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.01% -69,000 -100.0% Q3 2025 Nov 13, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -54,868 -100.0% Q3 2025 Nov 14, 2025
A&I FINANCIAL SERVICES, LLC History Closed out 0 0 0.43% -44,478 -100.0% Q3 2025 Oct 23, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -37,341 -100.0% Q3 2025 Nov 05, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.05% -31,814 -100.0% Q3 2025 Nov 07, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.07% -29,580 -100.0% Q3 2025 Nov 14, 2025
Bridgewater Associates, LP History Closed out 0 0 0.0% -29,323 -100.0% Q3 2025 Nov 13, 2025
ARISTEIA CAPITAL, L.L.C. History Closed out 0 0 0.01% -28,393 -100.0% Q3 2025 Nov 14, 2025
Shay Capital LLC History Closed out 0 0 0.05% -27,750 -100.0% Q3 2025 Nov 14, 2025
Headlands Technologies LLC History Closed out 0 0 0.04% -25,824 -100.0% Q3 2025 Nov 12, 2025
IMC-Chicago, LLC History Closed out 0 0 0.0% -23,100 -100.0% Q3 2025 Nov 04, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.07% -22,796 -100.0% Q3 2025 Nov 14, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.09% -21,178 -100.0% Q3 2025 Nov 14, 2025
Caption Management, LLC History Closed out 0 0 0.0% -20,784 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -20,568 -100.0% Q3 2025 Nov 14, 2025
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 0.01% -19,708 -100.0% Q3 2025 Nov 13, 2025
Versor Investments LP History Closed out 0 0 0.07% -18,400 -100.0% Q3 2025 Nov 06, 2025
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -18,256 -100.0% Q3 2025 Nov 13, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -17,607 -100.0% Q3 2025 Nov 13, 2025
CIBC WORLD MARKET INC. History Closed out 0 0 0.0% -14,300 -100.0% Q3 2025 Nov 06, 2025
Teton Advisors, LLC History Closed out 0 0 0.17% -14,000 -100.0% Q3 2025 Nov 12, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.01% -13,780 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.0% -13,717 -100.0% Q3 2025 Nov 14, 2025
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 0.0% -13,073 -100.0% Q3 2025 Nov 13, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -13,064 -100.0% Q3 2025 Nov 14, 2025
CIBC Asset Management Inc History Closed out 0 0 0.0% -12,662 -100.0% Q3 2025 Oct 31, 2025
111 Capital History Closed out 0 0 0.04% -11,632 -100.0% Q3 2025 Nov 12, 2025
Cornerstone Investment Partners, LLC History Closed out 0 0 0.01% -10,214 -100.0% Q3 2025 Nov 06, 2025
PZENA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -10,094 -100.0% Q3 2025 Nov 07, 2025
MARINER INVESTMENT GROUP LLC History Closed out 0 0 0.06% -10,000 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -1,996 -100.0% Q3 2025 Nov 18, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -509 -100.0% Q3 2025 Nov 14, 2025
MCF Advisors LLC History Closed out 0 0 0.0% -360 -100.0% Q3 2025 Nov 05, 2025
Stone House Investment Management, LLC History Closed out 0 0 0.0% -156 -100.0% Q3 2025 Oct 27, 2025
PROFFITT & GOODSON INC History Closed out 0 0 0.0% -141 -100.0% Q3 2025 Oct 21, 2025
ASSETMARK, INC History Reduced 17 0 0.0% -126 -88.11% Q4 2025 Jan 23, 2026
Clearstead Trust, LLC History Closed out 0 0 0.0% -120 -100.0% Q3 2025 Nov 10, 2025
Cedar Mountain Advisors, LLC History Reduced 1 0 0.0% -61 -98.39% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Closed out 0 0 -49 -100.0% Q3 2025 Nov 10, 2025
Cloud Capital Management, LLC History Closed out 0 0 -37 -100.0% Q3 2025 Nov 03, 2025
Ankerstar Wealth, LLC History New 23 0 +23 New Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 19 0 +19 New Q4 2025 Jan 21, 2026
TD Capital Management LLC History New 17 0 +17 New Q4 2025 Feb 26, 2026
Bay Harbor Wealth Management, LLC History Added to 25 0 +14 127.27% Q4 2025 Feb 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 14 0 +14 New Q4 2025 Feb 11, 2026
FINANCIAL CONSULATE, INC History New 10 0 +10 New Q4 2025 Jan 22, 2026
Rise Advisors, LLC History Closed out 0 0 -10 -100.0% Q3 2025 Oct 08, 2025
SJS Investment Consulting Inc. History Reduced 25 0 -4 -13.79% Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Covestor Ltd History Reduced 9 0 -1 -10.0% Q4 2025 Feb 06, 2026
DiNuzzo Private Wealth, Inc. History Added to 41 0 +1 2.5% Q4 2025 Jan 16, 2026
FIRST HORIZON CORP History No change 31 0 0 0.0% Q4 2025 Jan 27, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 34 0 0 0.0% Q4 2025 Feb 11, 2026
C M BIDWELL & ASSOCIATES LTD History No change 29 0 0 0.0% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History No change 25 0 0 0.0% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History No change 39 0 0 0.0% Q4 2025 Feb 06, 2026
Abound Wealth Management History No change 9 0 0 0.0% Q4 2025 Jan 12, 2026
Bruce G. Allen Investments, LLC History No change 24 0 0 0.0% Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History No change 20 0 0 0.0% Q4 2025 Jan 12, 2026
Kilter Group LLC History No change 41 0 0 0.0% Q4 2025 Feb 13, 2026
HFM Investment Advisors, LLC History No change 13 0 0 0.0% Q4 2025 Feb 05, 2026