DNOW Inc. - DNOW

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 29,717,541 393,757 0.01% 0.0% 1 +12,046,273 68.17% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 19,498,204 258,351 0.0% 0.0% 2 +7,762,071 66.14% Q4 2025 Jan 29, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 10,813,205 143,274 0.03% 0.01% 3 +7,048,382 187.22% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 10,374,585 137,465 0.03% 0.02% 4 +3,920,731 60.75% Q4 2025 Feb 12, 2026
Boston Partners History Added to 7,859,416 104,170 0.11% 0.07% 5 +3,124,280 65.98% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 7,440,738 98,589 0.0% 0.0% 6 +3,347,335 81.77% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 5,394,325 71,474 0.11% 0.08% 7 +1,605,411 42.37% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,429,530 58,701 0.0% 0.0% 8 +1,844,779 71.37% Q4 2025 Feb 09, 2026
PZENA INVESTMENT MANAGEMENT LLC History New 4,161,129 55,134 0.17% 9 +4,161,129 New Q4 2025 Feb 06, 2026
AMERICAN CENTURY COMPANIES INC History Added to 4,112,314 54,488 0.03% 0.02% 10 +1,724,682 72.23% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 4,035,651 53,473 0.08% 0.05% 11 +1,931,145 91.76% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 3,863,056 51,185 0.01% 0.0% 12 +2,172,012 128.44% Q4 2025 Mar 25, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 3,764,074 49,873 0.03% 0.02% 13 +1,688,228 81.33% Q4 2025 Feb 13, 2026
Verbena Value LP History New 3,683,012 48,799 8.4% 14 +3,683,012 New Q4 2025 Feb 12, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 3,674,230 48,683 0.16% 0.16% 15 +387,869 11.8% Q4 2025 Feb 11, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History New 3,447,059 45,673 0.15% 16 +3,447,059 New Q4 2025 Feb 18, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,952,606 39,122 0.01% 0.0% 17 +1,056,703 55.74% Q4 2025 Feb 13, 2026
Global Alpha Capital Management Ltd. History Added to 2,774,871 36,767 2.24% 1.77% 18 +749,345 37.0% Q4 2025 Feb 11, 2026
Nuveen, LLC History Added to 2,047,771 27,132 0.01% 0.0% 19 +828,521 67.95% Q4 2025 Feb 12, 2026
Harvey Partners, LLC History New 1,939,399 25,697 2.28% 20 +1,939,399 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,920,148 25,441 0.0% 0.0% 21 +954,998 98.95% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 1,918,774 25,423 0.03% 0.02% 22 +514,106 36.6% Q4 2025 Feb 11, 2026
NORTHERN TRUST CORP History Added to 1,809,289 23,973 0.0% 0.0% 23 +651,147 56.22% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 1,726,224 22,872 0.0% 0.0% 24 +305,945 21.54% Q4 2025 Feb 11, 2026
Medina Value Partners, LLC History New 1,481,529 19,630 4.59% 25 +1,481,529 New Q4 2025 Feb 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 1,437,321 19,044 0.4% 0.36% 26 +329,903 29.79% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Added to 1,415,057 18,749 0.19% 0.1% 27 +745,348 111.29% Q4 2025 Feb 09, 2026
Invesco Ltd. History Added to 1,211,925 16,058 0.0% 0.0% 28 +414,033 51.89% Q4 2025 Feb 19, 2026
AMERIPRISE FINANCIAL INC History Added to 1,193,063 15,808 0.0% 0.0% 29 +516,484 76.34% Q4 2025 Feb 17, 2026
Penn Capital Management Company, LLC History Reduced 1,179,012 15,659 1.25% 1.4% 30 -17,063 -1.43% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Added to 1,157,120 15,331 0.0% 0.0% 31 +455,012 64.81% Q4 2025 Feb 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 1,037,114 13,741 0.02% 0.02% 32 -145,599 -12.31% Q4 2025 Feb 17, 2026
KENNEDY CAPITAL MANAGEMENT LLC History New 999,408 13,242 0.28% 33 +999,408 New Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Added to 978,055 12,959 0.22% 0.1% 34 +360,724 58.43% Q4 2025 Feb 18, 2026
D. E. Shaw & Co., Inc. History Reduced 948,802 12,571 0.01% 0.01% 35 -178,266 -15.82% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 884,907 11,725 0.01% 0.0% 36 +367,926 71.17% Q4 2025 Feb 02, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 835,525 11,070 0.01% 0.02% 37 -28,970 -3.35% Q4 2025 Feb 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 788,725 10,450 0.04% 38 +788,725 New Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 775,949 10,281 0.0% 0.0% 39 +566,202 269.95% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 762,221 10,099 0.03% 0.03% 40 +279,839 58.01% Q4 2025 Feb 13, 2026
T. Rowe Price Investment Management, Inc. History New 759,381 10,062 0.01% 41 +759,381 New Q4 2025 Feb 19, 2026
CSM Advisors, LLC History Added to 718,348 9,519 0.26% 0.16% 42 +352,571 96.39% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 706,660 9,363 0.01% 0.01% 43 +329,680 87.45% Q4 2025 Feb 17, 2026
Tejara Capital Ltd History New 685,617 9,084 2.14% 44 +685,617 New Q4 2025 Feb 05, 2026
CITADEL ADVISORS LLC History Added to 667,686 8,846 0.0% 0.0% 45 +40,400 6.44% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 637,158 8,442 0.0% 0.0% 46 +304,752 91.68% Q4 2025 Jan 29, 2026
FMR LLC History Added to 636,382 8,432 0.0% 0.0% 47 +448,458 238.64% Q4 2025 Feb 17, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC History No change 579,074 7,673 0.35% 0.27% 48 0 0.0% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Added to 551,174 7,303 0.01% 0.0% 49 +229,437 71.31% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History Reduced 534,857 7,086 0.2% 0.28% 50 -84,469 -13.64% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History Reduced 531,260 7,039 0.02% 0.03% 51 -213,840 -28.7% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Added to 512,363 6,788 0.01% 0.0% 52 +424,464 482.9% Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History Added to 496,600 6,579 0.18% 0.2% 53 +56,900 12.94% Q4 2025 Feb 10, 2026
Pacer Advisors, Inc. History Reduced 485,205 6,428 0.02% 0.02% 54 -130,271 -21.17% Q4 2025 Feb 24, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 477,260 6,323 0.01% 0.0% 55 +157,761 49.38% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Added to 473,829 6,278 0.0% 0.0% 56 +187,774 65.64% Q4 2025 Feb 09, 2026
MARSHALL WACE, LLP History Added to 464,081 6,149 0.01% 0.0% 57 +418,564 919.58% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 455,653 6,037 0.0% 0.0% 58 +64,091 16.37% Q4 2025 Feb 13, 2026
HEARTLAND ADVISORS INC History No change 450,000 5,962 0.32% 0.36% 59 0 0.0% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 444,641 5,892 0.0% 0.0% 60 +116,032 35.31% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 421,740 5,588 0.0% 0.0% 61 -135,996 -24.38% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 418,856 5,549 0.0% 0.0% 62 +199,272 90.75% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 412,629 5,467 0.01% 0.01% 63 +103,864 33.64% Q4 2025 Jan 28, 2026
BOKF, NA History Added to 393,456 5,213 0.08% 0.0% 64 +390,503 13223.94% Q4 2025 Feb 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 384,812 5,098 0.0% 0.0% 65 +170,373 79.45% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 366,204 4,852 0.0% 0.0% 66 +162,504 79.78% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 358,304 4,747 0.0% 0.0% 67 +10,797 3.11% Q4 2025 Feb 13, 2026
Atom Investors LP History New 339,210 4,494 0.36% 68 +339,210 New Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 305,925 4,053 0.0% 0.0% 69 +64,823 26.89% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 293,290 3,908 0.0% 0.0% 70 +7,792 2.73% Q4 2025 Feb 18, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 292,719 3,869 0.0% 0.0% 71 -53,816 -15.53% Q4 2025 Jan 08, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 286,009 3,789 0.1% 0.07% 72 +101,163 54.73% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 284,318 3,767 0.01% 0.0% 73 +180,863 174.82% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History New 266,327 3,528 0.07% 74 +266,327 New Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 256,726 3,401 0.0% 0.0% 75 +25,918 11.23% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History New 252,301 3,342 0.0% 76 +252,301 New Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 245,038 3,246 0.03% 0.01% 77 +152,882 165.89% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History New 240,704 3,189 0.0% 78 +240,704 New Q4 2025 Feb 17, 2026
DENALI ADVISORS LLC History Reduced 238,645 3,162 0.35% 0.76% 79 -204,692 -46.17% Q4 2025 Feb 03, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 238,240 3,156 0.01% 0.0% 80 +60,848 34.3% Q4 2025 Feb 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 232,885 3,086 0.01% 0.01% 81 +34,905 17.63% Q4 2025 Jan 30, 2026
First Eagle Investment Management, LLC History Reduced 232,530 3,081 0.01% 0.01% 82 -1,000 -0.43% Q4 2025 Feb 04, 2026
BESSEMER GROUP INC History Added to 222,810 2,953 0.0% 0.0% 83 +221,818 22360.69% Q4 2025 Feb 05, 2026
WELLS FARGO & COMPANY/MN History Added to 220,139 2,916 0.0% 0.0% 84 +134,103 155.87% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 190,430 2,523 0.0% 0.01% 85 -58,553 -23.52% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 183,934 2,437 0.0% 0.0% 86 +71,419 63.48% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 177,284 2,349 0.0% 0.0% 87 +78,548 79.55% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 166,970 2,212 0.0% 0.02% 88 -1,796,538 -91.5% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 165,076 2,187 0.0% 0.0% 89 +50,302 43.83% Q4 2025 Feb 05, 2026
Pullen Investment Management, LLC History New 164,336 2,177 1.15% 90 +164,336 New Q4 2025 Jan 20, 2026
CANADA LIFE ASSURANCE Co History Added to 161,065 2,133 0.0% 0.0% 91 +70,003 76.87% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Added to 139,294 1,845 0.02% 0.02% 92 +10,888 8.48% Q4 2025 Feb 17, 2026
BAILARD, INC. History New 137,341 1,819 0.04% 93 +137,341 New Q4 2025 Feb 04, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 134,484 1,781 0.0% 94 +134,484 New Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 120,399 1,595 0.01% 0.02% 95 -205,424 -63.05% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 114,677 1,519 0.01% 0.01% 96 -648 -0.56% Q4 2025 Jan 28, 2026
LPL Financial LLC History Added to 112,975 1,496 0.0% 0.0% 97 +22,798 25.28% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 108,711 1,440 0.0% 0.0% 98 -117,721 -51.99% Q4 2025 Feb 17, 2026
Polaris Capital Management, LLC History No change 107,800 1,428 0.12% 0.11% 99 0 0.0% Q4 2025 Jan 29, 2026
State of Alaska, Department of Revenue History Added to 105,747 1,400 0.01% 0.01% 100 +45,725 76.18% Q4 2025 Jan 23, 2026
Federation des caisses Desjardins du Quebec History Added to 105,446 1,397 0.01% 0.0% 101 +32,829 45.21% Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Added to 103,250 1,368 0.01% 0.0% 102 +40,249 63.89% Q4 2025 Feb 12, 2026
Illinois Municipal Retirement Fund History Added to 100,276 1,328 0.02% 0.01% 103 +42,385 73.22% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Added to 91,111 1,207 0.01% 0.01% 104 +324 0.36% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History New 88,584 1,173 0.0% 105 +88,584 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 88,362 1,170 0.0% 106 +88,362 New Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 88,368 1,170 0.0% 0.0% 107 +2,793 3.26% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 85,000 1,126 0.02% 0.01% 108 +35,800 72.76% Q4 2025 Jan 16, 2026
JANUS HENDERSON GROUP PLC History Added to 81,817 1,083 0.0% 0.0% 109 +33,842 70.54% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 81,787 1,083 0.01% 0.01% 110 -1,030 -1.24% Q4 2025 Feb 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 81,137 1,075 0.0% 0.0% 111 -92,495 -53.27% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 80,567 1,067 0.0% 0.0% 112 +914 1.15% Q4 2025 Feb 13, 2026
CoreCommodity Management, LLC History Added to 79,765 1,056 0.22% 0.18% 113 +13,975 21.24% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 79,309 1,050 0.0% 0.0% 114 +38,859 96.07% Q4 2025 Feb 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 78,789 1,043 0.01% 0.01% 115 +3,533 4.69% Q4 2025 Jan 14, 2026
COMERICA BANK History Added to 77,883 1,031 0.0% 0.0% 116 +47,296 154.63% Q4 2025 Jan 29, 2026
Fruth Investment Management History Added to 76,400 1,012 0.27% 0.21% 117 +25,700 50.69% Q4 2025 Jan 26, 2026
Sequent Asset Management, LLC History New 75,226 997 0.44% 118 +75,226 New Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Added to 65,578 996 0.0% 0.0% 119 +6,213 10.47% Q4 2025 Feb 18, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 74,778 990 0.0% 0.0% 120 +30,075 67.28% Q4 2025 Jan 27, 2026
STRS OHIO History Added to 70,600 935 0.0% 0.0% 121 +17,400 32.71% Q4 2025 Feb 02, 2026
FEDERATED HERMES, INC. History Added to 70,080 928 0.0% 122 +70,039 170826.83% Q4 2025 Feb 12, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 66,265 878 0.01% 0.02% 123 -44,548 -40.2% Q4 2025 Feb 11, 2026
South Dakota Investment Council History New 64,679 857 0.02% 124 +64,679 New Q4 2025 Feb 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 64,200 850 0.0% 0.0% 125 +55,900 673.49% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Added to 62,326 832 0.0% 0.0% 126 +50,389 422.12% Q4 2025 Jan 15, 2026
TWO SIGMA ADVISERS, LP History Added to 62,664 830 0.0% 0.0% 127 +23,664 60.68% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 62,472 827 0.0% 0.0% 128 +2,603 4.35% Q4 2025 Feb 17, 2026
SummerHaven Investment Management, LLC History No change 61,120 809 0.46% 0.54% 129 0 0.0% Q4 2025 Feb 03, 2026
Horizon Investments, LLC History Added to 57,229 758 0.01% 0.01% 130 +11,542 25.26% Q4 2025 Feb 02, 2026
HSBC HOLDINGS PLC History Reduced 56,072 741 0.0% 0.0% 131 -46,029 -45.08% Q4 2025 Mar 20, 2026
COMMERCE BANK History No change 54,562 722 0.0% 0.0% 132 0 0.0% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 54,272 719 0.02% 0.01% 133 +36,251 201.16% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 53,968 715 0.01% 0.0% 134 +22,753 72.89% Q4 2025 Feb 05, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 50,328 710 0.01% 0.01% 135 +17,099 51.46% Q4 2025 Jan 21, 2026
Corigliano Investment Advisers, LLC History Added to 52,500 695 0.25% 0.23% 136 +5,200 10.99% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Added to 52,297 692 0.0% 0.0% 137 +21,194 68.14% Q4 2025 Jan 28, 2026
Quantinno Capital Management LP History Added to 51,723 685 0.0% 0.0% 138 +24,860 92.54% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Added to 51,102 677 0.01% 0.0% 139 +22,573 79.12% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Reduced 50,404 667 0.04% 0.06% 140 -11,428 -18.48% Q4 2025 Feb 09, 2026
Skylands Capital, LLC History New 49,633 657 0.09% 141 +49,633 New Q4 2025 Jan 30, 2026
BNP Paribas Asset Management Holding S.A. History Added to 48,095 637 0.0% 0.0% 142 +46,928 4021.25% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History No change 47,688 631 0.0% 0.01% 143 0 0.0% Q4 2025 Feb 18, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 46,963 622 0.01% 0.02% 144 +603 1.3% Q4 2025 Feb 18, 2026
Cambria Investment Management, L.P. History Added to 46,797 620 0.04% 0.03% 145 +13,643 41.15% Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 45,964 609 0.0% 0.0% 146 +18,687 68.51% Q4 2025 Feb 10, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 45,814 607 0.01% 0.09% 148 -188,803 -80.47% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History New 45,872 607 0.0% 147 +45,872 New Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 45,540 603 0.0% 0.0% 149 +860 1.92% Q4 2025 Feb 06, 2026
Man Group plc History Added to 45,388 601 0.0% 0.0% 150 +28,373 166.75% Q4 2025 Feb 17, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History New 45,001 596 0.01% 151 +45,001 New Q4 2025 Feb 02, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 42,484 562 0.01% 0.0% 152 +18,400 76.4% Q4 2025 Feb 04, 2026
Vident Advisory, LLC History Added to 42,170 558 0.01% 0.01% 153 +5,371 14.6% Q4 2025 Feb 18, 2026
SeaBridge Investment Advisors LLC History Reduced 41,038 543 0.09% 0.1% 154 -1,304 -3.08% Q4 2025 Jan 26, 2026
KLP KAPITALFORVALTNING AS History Reduced 39,176 519 0.0% 0.0% 155 -36,124 -47.97% Q4 2025 Jan 28, 2026
RBF Capital, LLC History Added to 38,978 516 0.02% 0.01% 156 +18,978 94.89% Q4 2025 Feb 17, 2026
Jain Global LLC History New 38,355 508 0.0% 157 +38,355 New Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 36,146 478 0.0% 0.0% 158 +16,481 83.81% Q4 2025 Feb 06, 2026
AVIVA PLC History New 35,907 475 0.0% 159 +35,907 New Q4 2025 Feb 12, 2026
Inspire Investing, LLC History Added to 35,515 470 0.04% 0.04% 160 +5,770 19.4% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 33,500 443 0.0% 0.0% 161 -24,800 -42.54% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 32,767 434 0.0% 0.0% 162 +2,595 8.6% Q4 2025 Jan 29, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 32,646 432 0.04% 163 +32,646 New Q4 2025 Feb 17, 2026
Creative Planning History New 32,446 429 0.0% 164 +32,446 New Q4 2025 Feb 17, 2026
OXFORD ASSET MANAGEMENT LLP History New 31,701 420 0.17% 165 +31,701 New Q4 2025 Feb 17, 2026
State of Wyoming History Added to 30,414 402 0.04% 0.02% 166 +18,445 154.11% Q4 2025 Feb 11, 2026
FOX RUN MANAGEMENT, L.L.C. History New 30,296 401 0.06% 167 +30,296 New Q4 2025 Feb 11, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 30,044 398 0.12% 0.15% 168 0 0.0% Q4 2025 Feb 10, 2026
Central Pacific Bank - Trust Division History Added to 27,882 369 0.05% 0.04% 169 +4,406 18.77% Q4 2025 Jan 07, 2026
Amundi History Added to 27,741 367 0.0% 0.0% 170 +8,101 41.25% Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History New 27,306 361 0.02% 171 +27,306 New Q4 2025 Feb 09, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Added to 27,118 359 0.0% 0.0% 172 +11,827 77.35% Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History Added to 27,044 358 0.01% 0.0% 173 +11,663 75.83% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 26,546 352 0.0% 0.0% 174 +5,488 26.06% Q4 2025 Jan 09, 2026
PharVision Advisers, LLC History New 25,779 341 0.17% 175 +25,779 New Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 25,492 337 0.0% 0.0% 176 +11,556 82.92% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Added to 25,090 332 0.0% 0.0% 177 +1,587 6.75% Q4 2025 Feb 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 24,046 318 0.02% 178 +24,046 New Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 22,644 303 0.0% 0.0% 179 -97,469 -81.15% Q4 2025 Feb 18, 2026
PROFUND ADVISORS LLC History New 22,706 300 0.01% 180 +22,706 New Q4 2025 Feb 06, 2026
Freestone Grove Partners LP History New 22,305 295 0.0% 181 +22,305 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 22,155 293 0.0% 0.0% 182 +11,215 102.51% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History New 22,106 292 0.0% 183 +22,106 New Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Reduced 21,972 291 0.0% 0.01% 184 -1,354 -5.8% Q4 2025 Feb 09, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 21,220 281 0.0% 0.0% 185 +9,222 76.86% Q4 2025 Feb 10, 2026
HB Wealth Management, LLC History New 21,016 278 0.0% 186 +21,016 New Q4 2025 Jan 28, 2026
Pathstone Holdings, LLC History New 20,871 276 0.0% 187 +20,871 New Q4 2025 Feb 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 20,792 275 0.01% 0.02% 188 -577 -2.7% Q4 2025 Feb 02, 2026
Caitlin John, LLC History New 20,682 274 0.18% 189 +20,682 New Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Added to 20,294 268 0.0% 0.0% 190 +7,016 52.84% Q4 2025 Feb 12, 2026
Optimize Financial Inc History New 20,208 267 0.13% 191 +20,208 New Q4 2025 Feb 09, 2026
Atria Investments, Inc History New 19,561 259 0.0% 192 +19,561 New Q4 2025 Feb 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 19,052 252 0.0% 0.0% 193 +3,466 22.24% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History New 19,000 251 0.08% 194 +19,000 New Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History New 18,699 247 0.0% 195 +18,699 New Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History New 18,534 245 0.0% 196 +18,534 New Q4 2025 Feb 17, 2026
DRW Securities, LLC History Added to 18,218 241 0.01% 0.0% 197 +4,768 35.45% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 17,840 236 0.0% 0.0% 198 +4,671 35.47% Q4 2025 Feb 06, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 17,485 231 0.02% 0.04% 199 -5,055 -22.43% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 17,485 231 0.0% 0.0% 200 +4,725 37.03% Q4 2025 Jan 16, 2026
Resonant Capital Advisors, LLC History New 17,059 226 0.01% 201 +17,059 New Q4 2025 Jan 29, 2026
Summit Global Investments History Added to 16,991 225 0.01% 0.01% 202 +865 5.36% Q4 2025 Feb 18, 2026
Tidal Investments LLC History New 16,954 224 0.0% 203 +16,954 New Q4 2025 Feb 13, 2026
Neo Ivy Capital Management History New 16,845 223 0.04% 204 +16,845 New Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 16,691 221 0.0% 0.0% 205 -47,144 -73.85% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 16,116 213 0.0% 206 +16,116 New Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 15,934 211 0.0% 207 +15,934 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Added to 15,368 203 0.01% 0.0% 208 +6,669 76.66% Q4 2025 Feb 11, 2026
XPONANCE LLC History New 15,073 199 0.0% 209 +15,073 New Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 14,928 197 0.0% 210 +14,928 New Q4 2025 Feb 18, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 13,930 185 0.0% 211 +13,930 New Q4 2025 Feb 17, 2026
iSAM Funds (UK) Ltd History Reduced 13,355 176 0.06% 0.04% 212 -581 -4.17% Q4 2025 Feb 17, 2026
JUPITER ASSET MANAGEMENT LTD History New 12,918 171 0.0% 213 +12,918 New Q4 2025 Feb 10, 2026
Ensign Peak Advisors, Inc History Reduced 12,842 170 0.0% 0.0% 214 -14,550 -53.12% Q4 2025 Feb 12, 2026
Haven Private, LLC History New 12,898 170 0.07% 215 +12,898 New Q4 2025 Feb 12, 2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC History Reduced 12,684 168 0.02% 0.02% 216 -114 -0.89% Q4 2025 Feb 12, 2026
CIBC WORLD MARKETS CORP History New 12,301 162 0.0% 217 +12,301 New Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History New 11,975 158 0.0% 218 +11,975 New Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 11,918 157 0.0% 0.0% 219 -943 -7.33% Q4 2025 Feb 09, 2026
Dynamic Technology Lab Private Ltd History Reduced 11,811 156 0.04% 0.05% 220 -5,792 -32.9% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 10,779 142 0.0% 0.01% 221 -23,140 -68.22% Q4 2025 Feb 13, 2026
NorthCrest Asset Manangement, LLC History Reduced 10,039 137 0.0% 0.0% 222 -2 -0.02% Q4 2025 Jan 08, 2026
Westfuller Advisors, LLC History New 9,126 120 0.05% 223 +9,126 New Q4 2025 Jan 21, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 8,805 116 0.0% 0.0% 224 +597 7.27% Q4 2025 Jan 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,191 108 0.0% 0.0% 225 +892 12.22% Q4 2025 Feb 06, 2026
KBC Group NV History Added to 7,796 103 0.0% 0.0% 226 +3,312 73.86% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Added to 6,062 80 0.0% 0.0% 227 +77 1.29% Q4 2025 Feb 17, 2026
EMC Capital Management History Reduced 5,774 77 0.03% 0.05% 228 -1,019 -15.0% Q4 2025 Mar 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 5,721 76 0.0% 0.0% 229 +2,878 101.23% Q4 2025 Jan 08, 2026
Pinnacle Wealth Planning Services, Inc. History New 5,453 72 0.01% 230 +5,453 New Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 4,989 66 0.0% 0.0% 231 -323 -6.08% Q4 2025 Jan 26, 2026
Covestor Ltd History Added to 4,614 61 0.03% 0.03% 232 +626 15.7% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Added to 4,419 58 0.0% 0.0% 233 +3,872 707.86% Q4 2025 Mar 16, 2026
TrinityBridge Ltd History No change 4,159 55 0.0% 0.0% 234 0 0.0% Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Added to 3,738 49 0.0% 0.0% 235 +380 11.32% Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Added to 3,629 48 0.0% 0.0% 236 +1,216 50.39% Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History Added to 3,620 47 0.0% 0.0% 237 +2,632 266.4% Q4 2025 Feb 13, 2026
Kemnay Advisory Services Inc. History New 3,492 46 0.01% 238 +3,492 New Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 3,360 44 0.0% 0.0% 239 +1,840 121.05% Q4 2025 Jan 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 3,097 41 0.0% 0.0% 240 +1,897 158.08% Q4 2025 Feb 10, 2026
Investors Research Corp History Added to 3,001 39 0.01% 0.01% 241 +1,138 61.08% Q4 2025 Jan 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,842 38 0.0% 0.0% 242 +2,574 960.45% Q4 2025 Feb 09, 2026
SBI Securities Co., Ltd. History Added to 2,857 37 0.0% 244 +2,841 17756.25% Q4 2025 Feb 03, 2026
Arax Advisory Partners History Added to 2,797 37 0.0% 0.0% 243 +2,156 336.35% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 2,734 36 0.0% 0.0% 245 +114 4.35% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 2,704 35 0.0% 0.0% 246 +1,567 137.82% Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History Added to 2,650 35 0.0% 0.0% 247 +1,375 107.84% Q4 2025 Jan 08, 2026
Caitong International Asset Management Co., Ltd History Added to 2,594 34 0.01% 248 +2,582 21516.67% Q4 2025 Mar 03, 2026
Clearstead Advisors, LLC History Added to 2,427 32 0.0% 0.0% 249 +1,383 132.47% Q4 2025 Feb 09, 2026
Blue Trust, Inc. History New 1,911 25 0.0% 250 +1,911 New Q4 2025 Jan 16, 2026
Quarry LP History Added to 1,942 25 0.0% 0.0% 251 +1,703 712.55% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History New 1,717 22 0.0% 252 +1,717 New Q4 2025 Jan 20, 2026
ASSETMARK, INC History Reduced 1,519 20 0.0% 0.0% 253 -424 -21.82% Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History Reduced 1,305 17 0.0% 0.0% 254 -81 -5.84% Q4 2025 Feb 13, 2026
Matrix Trust Co History Reduced 1,204 16 0.0% 0.0% 255 -10 -0.82% Q4 2025 Jan 13, 2026
Farther Finance Advisors, LLC History Added to 1,170 15 0.0% 0.0% 258 +871 291.3% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,173 15 0.0% 0.0% 256 +235 25.05% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 1,168 15 0.0% 0.0% 257 +125 11.98% Q4 2025 Jan 20, 2026
UMB Bank, n.a. History Added to 1,030 13 0.0% 0.0% 260 +586 131.98% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Added to 996 13 0.0% 0.0% 261 +526 111.91% Q4 2025 Jan 28, 2026
FIFTH THIRD BANCORP History Reduced 1,044 13 0.0% 0.0% 259 -21 -1.97% Q4 2025 Feb 02, 2026
NewEdge Advisors, LLC History No change 909 12 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 18, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 861 11 0.0% 0.0% 263 +430 99.77% Q4 2025 Jan 20, 2026
Larson Financial Group LLC History Added to 847 11 0.0% 0.0% 264 +18 2.17% Q4 2025 Feb 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 649 9 0.0% 265 +649 New Q4 2025 Feb 11, 2026
Estabrook Capital Management History No change 652 8 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 13, 2026
LRI Investments, LLC History New 498 6 0.0% 267 +498 New Q4 2025 Feb 04, 2026
Allworth Financial LP History New 418 5 0.0% 269 +418 New Q4 2025 Feb 05, 2026
TCTC Holdings, LLC History No change 417 5 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 338 4 0.0% 270 +331 4728.57% Q4 2025 Feb 09, 2026
C M BIDWELL & ASSOCIATES LTD History New 294 3 0.0% 272 +294 New Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History New 212 3 0.0% 273 +212 New Q4 2025 Jan 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 257 3 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 10, 2026
VSM Wealth Advisory, LLC History New 189 2 0.0% 275 +189 New Q4 2025 Feb 06, 2026
Torren Management, LLC History New 158 2 0.0% 276 +158 New Q4 2025 Jan 30, 2026
SouthState Bank Corp History No change 175 2 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History New 90 1 0.0% 278 +90 New Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 116 1 0.0% 0.0% 279 +9 8.41% Q4 2025 Feb 06, 2026
Bangor Savings Bank History No change 112 1 0.0% 0.0% 277 0 0.0% Q4 2025 Jan 16, 2026
HighMark Wealth Management LLC History No change 110 1 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 05, 2026
Archer Investment Corp History No change 105 1 0.0% 0.0% 281 0 0.0% Q4 2025 Jan 30, 2026
Addison Advisors LLC History No change 87 1 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 06, 2026
Southpoint Capital Advisors LP History Closed out 0 0 0.32% -805,000 -100.0% Q3 2025 Nov 14, 2025
Decagon Asset Management LLP History Closed out 0 0 3.53% -458,068 -100.0% Q3 2025 Nov 14, 2025
Assenagon Asset Management S.A. History Closed out 0 0 0.01% -364,274 -100.0% Q3 2025 Oct 07, 2025
Quantedge Capital Pte Ltd History Closed out 0 0 2.93% -351,310 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.02% -316,450 -100.0% Q3 2025 Nov 14, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.03% -243,432 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 16.3% -230,169 -100.0% Q3 2025 Dec 09, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -228,447 -100.0% Q3 2025 Nov 14, 2025
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 0.01% -165,789 -100.0% Q3 2025 Nov 13, 2025
Quantessence Capital LLC History Closed out 0 0 0.73% -151,563 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -144,709 -100.0% Q3 2025 Nov 14, 2025
Walleye Capital LLC History Closed out 0 0 0.01% -143,462 -100.0% Q3 2025 Nov 14, 2025
Jefferies Financial Group Inc. History Closed out 0 0 0.01% -86,060 -100.0% Q3 2025 Nov 13, 2025
WINTON GROUP Ltd History Closed out 0 0 0.03% -59,356 -100.0% Q3 2025 Nov 13, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -56,237 -100.0% Q3 2025 Nov 14, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.02% -35,730 -100.0% Q3 2025 Nov 14, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.09% -28,660 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.01% -27,492 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -21,100 -100.0% Q3 2025 Nov 14, 2025
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -20,032 -100.0% Q3 2025 Nov 13, 2025
Laurion Capital Management LP History Closed out 0 0 0.01% -19,505 -100.0% Q3 2025 Nov 17, 2025
Inspire Advisors, LLC History Closed out 0 0 0.03% -18,261 -100.0% Q3 2025 Oct 29, 2025
TradeLink Capital LLC History Closed out 0 0 1.73% -15,800 -100.0% Q3 2025 Nov 03, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -13,820 -100.0% Q3 2025 Nov 14, 2025
MQS Management LLC History Closed out 0 0 0.11% -12,380 -100.0% Q3 2025 Nov 06, 2025
Diversified Trust Co History Closed out 0 0 0.0% -12,373 -100.0% Q3 2025 Oct 20, 2025
J. Team Financial, Inc. History Closed out 0 0 0.18% -11,779 -100.0% Q3 2025 Jan 29, 2026
Entropy Technologies, LP History Closed out 0 0 0.01% -11,028 -100.0% Q3 2025 Nov 13, 2025
IAT REINSURANCE CO LTD. History Closed out 0 0 0.0% -1,100 -100.0% Q3 2025 Nov 10, 2025
Westside Investment Management, Inc. History Closed out 0 0 0.0% -1,020 -100.0% Q3 2025 Nov 04, 2025
Optiver Holding B.V. History Reduced 9 0 0.0% -615 -98.56% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -244 -100.0% Q3 2025 Nov 14, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -243 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -223 -100.0% Q3 2025 Nov 18, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -137 -100.0% Q3 2025 Oct 21, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -105 -100.0% Q3 2025 Nov 14, 2025
MB, LEVIS & ASSOCIATES, LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 15, 2025
IFP Advisors, Inc History Added to 67 0 +56 509.09% Q4 2025 Feb 06, 2026
SWAN Capital LLC History New 55 0 +55 New Q4 2025 Feb 12, 2026
Financial Management Professionals, Inc. History New 50 0 +50 New Q4 2025 Jan 27, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -48 -100.0% Q3 2025 Nov 12, 2025
CIBC Private Wealth Group LLC History New 45 0 +45 New Q4 2025 Feb 12, 2026
Manchester Capital Management LLC History New 38 0 +38 New Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History Closed out 0 0 -35 -100.0% Q3 2025 Oct 24, 2025
True Wealth Design, LLC History New 31 0 +31 New Q4 2025 Jan 08, 2026
Sunbelt Securities, Inc. History Added to 30 0 +28 1400.0% Q4 2025 Feb 20, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 21 0 +21 New Q4 2025 Feb 09, 2026
Clearstead Trust, LLC History Closed out 0 0 -21 -100.0% Q3 2025 Nov 10, 2025
Coston, McIsaac & Partners History Closed out 0 0 -20 -100.0% Q3 2025 Nov 05, 2025
Ankerstar Wealth, LLC History New 17 0 +17 New Q4 2025 Feb 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 13 0 +13 New Q4 2025 Feb 11, 2026
MAI Capital Management History New 12 0 +12 New Q4 2025 Feb 13, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Financial Life Planners History Closed out 0 0 -2 -100.0% Q3 2025 Nov 13, 2025
Root Financial Partners, LLC History Reduced 61 0 -1 -1.61% Q4 2025 Feb 10, 2026
Bruce G. Allen Investments, LLC History Reduced 24 0 -1 -4.0% Q4 2025 Feb 10, 2026
TFC Financial Management, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 24, 2025
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2 0 0 0.0% Q4 2025 Jan 22, 2026
COUNTRY TRUST BANK History No change 10 0 0 0.0% Q4 2025 Jan 21, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 74 0 0.0% 0 0.0% Q4 2025 Feb 03, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 25 0 0 0.0% Q4 2025 Feb 12, 2026
Truvestments Capital LLC History No change 25 0 0 0.0% Q4 2025 Feb 13, 2026
Abound Wealth Management History No change 7 0 0 0.0% Q4 2025 Jan 12, 2026
ORG Partners LLC History No change 33 0 0 0.0% Q4 2025 Jan 14, 2026
Murphy & Mullick Capital Management Corp History No change 24 0 0 0.0% Q4 2025 Feb 10, 2026
PINNEY & SCOFIELD, INC. History No change 31 0 0 0.0% Q4 2025 Feb 13, 2026