Doximity, Inc. - DOCS

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 Reduced 14,360,191 635,869 0.01% 0.02% 1 -357,344 -2.43% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 13,285,485 588,281 0.01% 0.01% 2 +518,916 4.06% Q4 2025 Jan 29, 2026
Capital World Investors History Added to 5,654,875 250,397 0.03% 0.05% 3 +273,444 5.08% Q4 2025 Feb 11, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 5,456,985 241,635 0.67% 1.1% 4 -372,184 -6.38% Q4 2025 Feb 09, 2026
Clearbridge Investments, LLC History Reduced 5,066,841 224,359 0.18% 0.28% 5 -61,931 -1.21% Q4 2025 Feb 11, 2026
STATE STREET CORP History Added to 4,028,960 178,402 0.01% 0.01% 6 +14 0.0% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 3,789,422 167,820 0.01% 0.02% 7 -44,859 -1.17% Q4 2025 Feb 09, 2026
BAILLIE GIFFORD & CO History Reduced 3,711,340 164,338 0.14% 0.21% 8 -138,422 -3.6% Q4 2025 Jan 23, 2026
CITADEL ADVISORS LLC History Added to 2,850,681 126,228 0.02% 0.01% 9 +2,191,860 332.69% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 2,426,819 107,459 0.02% 0.03% 10 +98,519 4.23% Q4 2025 Feb 19, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 2,365,449 104,742 0.16% 0.21% 11 +185,247 8.5% Q4 2025 Feb 12, 2026
FMR LLC History Reduced 2,164,072 95,825 0.0% 0.03% 12 -6,613,555 -75.35% Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Reduced 2,030,342 89,903 0.11% 0.22% 13 -453,460 -18.26% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 1,908,738 84,235 0.08% 0.11% 14 +341,070 21.76% Q4 2025 Feb 12, 2026
Carmignac Gestion History Added to 1,893,026 83,831 1.13% 0.45% 15 +1,477,798 355.9% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,780,455 78,838 0.02% 0.03% 16 +117,828 7.09% Q4 2025 Feb 13, 2026
Fundsmith LLP History Added to 1,650,002 73,062 0.43% 0.5% 17 +294,058 21.69% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 1,514,683 67,070 0.02% 0.03% 18 +490,836 47.94% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 1,449,907 64,201 0.0% 0.01% 19 +129,608 9.82% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 1,422,991 63,010 0.02% 0.06% 20 -1,934,514 -57.62% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,388,027 61,463 0.01% 0.02% 21 +86,728 6.66% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 1,337,534 59,226 0.06% 0.08% 22 +283,350 26.88% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 1,310,822 58,043 0.01% 0.01% 23 -116,863 -8.19% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 1,283,254 56,822 0.06% 0.02% 24 +1,041,311 430.4% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,276,519 56,524 0.01% 0.01% 25 +11,894 0.94% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 1,259,859 55,786 0.0% 0.0% 26 +807,255 178.36% Q4 2025 Feb 11, 2026
FEDERATED HERMES, INC. History Added to 1,249,085 55,309 0.09% 0.0% 27 +1,213,627 3422.72% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 1,036,263 45,885 0.01% 0.01% 28 -14,119 -1.34% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 943,031 41,757 0.02% 0.05% 29 -153,934 -14.03% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 899,237 39,818 0.01% 0.0% 30 +652,745 264.81% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Added to 888,568 39,345 0.02% 0.0% 31 +787,855 782.28% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 866,880 38,385 0.0% 0.0% 32 -35,227 -3.9% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 859,064 38,039 0.02% 0.02% 33 +71,248 9.04% Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History Added to 838,057 37,109 0.27% 0.16% 34 +544,599 185.58% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 804,370 35,617 0.0% 0.01% 35 -232,230 -22.4% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 724,904 32,270 0.01% 0.02% 36 -80,108 -9.95% Q4 2025 Feb 18, 2026
Iron Triangle Partners LP History Added to 686,568 30,401 3.48% 2.18% 37 +476,568 226.94% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 684,621 30,315 0.05% 0.09% 38 -55,809 -7.54% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 680,260 30,121 0.0% 0.01% 39 +142,408 26.48% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 603,984 26,744 0.0% 0.0% 40 +305,463 102.33% Q4 2025 Mar 25, 2026
Wilmington Savings Fund Society, FSB History No change 566,500 25,084 0.59% 1.0% 41 0 0.0% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 566,068 25,065 0.01% 0.0% 42 +454,452 407.16% Q4 2025 Feb 10, 2026
E. Ohman J:or Asset Management AB History New 557,793 24,699 0.57% 43 +557,793 New Q4 2025 Jan 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 529,923 23,466 0.0% 0.0% 44 -88,150 -14.26% Q4 2025 Feb 17, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 528,578 23,405 0.44% 0.69% 45 -26,606 -4.79% Q4 2025 Jan 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 522,191 23,122 0.01% 0.05% 46 -651,469 -55.51% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 518,158 22,941 0.01% 0.06% 47 -1,145,028 -68.85% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 482,787 21,377 0.01% 0.01% 48 +10,045 2.12% Q4 2025 Feb 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 456,701 20,222 0.11% 0.09% 49 +231,790 103.06% Q4 2025 Jan 13, 2026
Twin Tree Management, LP History Reduced 447,664 19,822 0.17% 0.18% 50 -127,691 -22.19% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 438,651 19,423 0.0% 0.01% 51 -221,450 -33.55% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History Added to 436,966 19,348 0.05% 0.04% 52 +218,043 99.6% Q4 2025 Feb 24, 2026
ArrowMark Colorado Holdings LLC History Reduced 421,830 18,678 0.41% 0.73% 53 -115,871 -21.55% Q4 2025 Feb 17, 2026
Alyeska Investment Group, L.P. History New 408,718 18,098 0.05% 54 +408,718 New Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 400,000 17,712 0.03% 55 +400,000 New Q4 2025 Feb 17, 2026
Integral Health Asset Management, LLC History Added to 400,000 17,712 0.88% 0.89% 56 +220,000 122.22% Q4 2025 Feb 17, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 388,795 17,215 0.95% 1.58% 57 -6,760 -1.71% Q4 2025 Feb 17, 2026
EMERGENCE GP PARTNERS, LLC History No change 387,500 17,158 11.14% 13.86% 58 0 0.0% Q4 2025 Feb 06, 2026
Retirement Systems of Alabama History Reduced 380,338 16,841 0.05% 0.09% 59 -46 -0.01% Q4 2025 Jan 15, 2026
Rhenman & Partners Asset Management AB History Added to 372,750 16,505 1.54% 1.1% 60 +236,750 174.08% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 372,032 16,473 0.0% 0.01% 61 -36,920 -9.03% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 365,108 16,166 0.01% 0.02% 62 -9,449 -2.52% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 363,592 16,099 0.03% 2.99% 63 +354,792 4031.73% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 360,747 15,973 0.06% 0.1% 64 +40,167 12.53% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 341,274 15,111 0.0% 0.0% 65 +80,333 30.79% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 335,880 14,873 0.02% 0.0% 66 +334,701 28388.55% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 332,965 14,743 0.01% 0.03% 67 -127,997 -27.77% Q4 2025 Feb 13, 2026
FARALLON CAPITAL MANAGEMENT LLC History Reduced 311,000 13,771 0.06% 0.11% 68 -63,000 -16.84% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Reduced 307,300 13,607 0.04% 0.14% 69 -315,900 -50.69% Q4 2025 Feb 06, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 300,122 13,289 0.02% 0.02% 70 +64,572 27.41% Q4 2025 Feb 17, 2026
M&G Plc History New 301,952 13,285 0.07% 71 +301,952 New Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 294,271 13,030 0.01% 0.01% 72 -7,614 -2.52% Q4 2025 Feb 02, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 289,721 12,828 0.04% 0.03% 73 +137,548 90.39% Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Reduced 279,435 12,373 0.23% 0.41% 74 -202 -0.07% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 274,849 12,170 0.01% 0.02% 75 -160,690 -36.89% Q4 2025 Feb 17, 2026
Trexquant Investment LP History New 259,790 11,503 0.1% 76 +259,790 New Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 242,100 10,720 0.01% 0.01% 77 +3,200 1.34% Q4 2025 Feb 12, 2026
Sand Hill Global Advisors, LLC History No change 240,301 10,640 0.37% 0.62% 78 0 0.0% Q4 2025 Feb 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 238,356 10,554 0.01% 0.01% 79 -1,928 -0.8% Q4 2025 Feb 12, 2026
ALGERT GLOBAL LLC History Added to 234,505 10,384 0.16% 0.21% 80 +59,719 34.17% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 210,612 9,325 0.03% 0.0% 81 +195,504 1294.04% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 209,829 9,291 0.05% 82 +209,829 New Q4 2025 Feb 04, 2026
Robeco Institutional Asset Management B.V. History Reduced 204,346 9,048 0.01% 0.02% 83 -2,413 -1.17% Q4 2025 Jan 23, 2026
Y-Intercept (Hong Kong) Ltd History New 203,182 8,996 0.2% 84 +203,182 New Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 203,069 8,991 0.0% 0.0% 85 -54,024 -21.01% Q4 2025 Feb 09, 2026
Engineers Gate Manager LP History New 177,846 7,875 0.09% 86 +177,846 New Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 173,621 7,688 0.07% 0.05% 87 +90,341 108.48% Q4 2025 Feb 03, 2026
Parkman Healthcare Partners LLC History Reduced 162,276 7,185 0.68% 1.37% 88 -16,694 -9.33% Q4 2025 Feb 17, 2026
Man Group plc History Added to 160,834 7,121 0.01% 0.01% 89 +64,154 66.36% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 160,664 7,114 0.0% 90 +160,664 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 158,891 7,035 0.0% 0.0% 91 +4,983 3.24% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 146,782 6,499 0.17% 0.03% 92 +137,623 1502.6% Q4 2025 Feb 17, 2026
Liontrust Investment Partners LLP History Reduced 146,004 6,465 0.1% 0.24% 93 -82,268 -36.04% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 140,833 6,236 0.01% 0.02% 94 -2,014 -1.41% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History Reduced 139,269 6,166 0.02% 0.07% 95 -223,471 -61.61% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 136,978 6,066 0.05% 0.09% 96 -16,551 -10.78% Q4 2025 Jan 29, 2026
CHILTON INVESTMENT CO INC. History Added to 136,091 6,026 0.13% 0.02% 97 +122,826 925.94% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 131,533 5,824 0.0% 0.0% 98 -6,335 -4.59% Q4 2025 Feb 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 127,871 5,662 0.01% 0.02% 99 +3,410 2.74% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Added to 124,357 5,534 0.0% 0.0% 100 +53,888 76.47% Q4 2025 Mar 20, 2026
Russell Investments Group, Ltd. History Added to 120,331 5,328 0.01% 0.01% 101 +35,928 42.57% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Added to 119,822 5,305 0.15% 0.01% 102 +116,798 3862.37% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 116,951 5,178 0.01% 0.01% 103 -6,190 -5.03% Q4 2025 Feb 17, 2026
TWINBEECH CAPITAL LP History New 115,937 5,133 0.36% 104 +115,937 New Q4 2025 Feb 17, 2026
NORGES BANK History New 114,272 5,059 0.0% 105 +114,272 New Q4 2025 Feb 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 110,265 4,882 0.01% 0.02% 106 -3,891 -3.41% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 110,248 4,881 0.01% 107 +110,248 New Q4 2025 Feb 10, 2026
EFG International AG History New 107,525 4,760 0.09% 108 +107,525 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 101,998 4,516 0.0% 0.01% 109 -120,857 -54.23% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 101,673 4,502 0.01% 0.01% 110 +26,170 34.66% Q4 2025 Jan 27, 2026
VAN ECK ASSOCIATES CORP History Added to 100,598 4,454 0.0% 0.01% 111 +11,792 13.28% Q4 2025 Feb 13, 2026
Tairen Capital Ltd History Reduced 100,000 4,428 0.46% 1.27% 112 -60,183 -37.57% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 97,680 4,325 0.0% 113 +97,680 New Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 96,196 4,260 0.01% 0.02% 114 -16,454 -14.61% Q4 2025 Jan 30, 2026
PEAK6 LLC History Reduced 95,806 4,242 0.01% 0.02% 115 -95,794 -50.0% Q4 2025 Mar 12, 2026
PRUDENTIAL PLC History Added to 95,138 4,212 0.03% 0.03% 116 +41,930 78.8% Q4 2025 Feb 11, 2026
LMCG INVESTMENTS, LLC History Reduced 94,535 4,186 0.24% 0.47% 117 -13,628 -12.6% Q4 2025 Feb 03, 2026
ExodusPoint Capital Management, LP History New 93,595 4,144 0.03% 118 +93,595 New Q4 2025 Feb 17, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 86,286 3,820 0.01% 119 +86,286 New Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 83,733 3,707 0.01% 120 +83,733 New Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 82,964 3,674 0.01% 0.01% 121 -19,943 -19.38% Q4 2025 Feb 13, 2026
Swedbank AB History Reduced 80,983 3,585 0.0% 0.01% 122 -12,700 -13.56% Q4 2025 Feb 09, 2026
SEI INVESTMENTS CO History Added to 78,592 3,480 0.0% 0.0% 123 +18,241 30.22% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 78,490 3,475 0.0% 0.0% 124 -9,837 -11.14% Q4 2025 Feb 11, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 78,027 3,454 0.0% 0.01% 125 -10,867 -12.22% Q4 2025 Jan 08, 2026
Allianz Asset Management GmbH History Reduced 75,350 3,336 0.0% 0.01% 126 -2,900 -3.71% Q4 2025 Feb 11, 2026
MetLife Investment Management, LLC History Reduced 73,498 3,254 0.02% 0.03% 127 -2,881 -3.77% Q4 2025 Feb 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 72,111 3,200 0.01% 0.01% 128 +15,648 27.71% Q4 2025 Jan 28, 2026
UniSuper Management Pty Ltd History No change 71,133 3,149 0.02% 0.03% 129 0 0.0% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 67,307 2,980 0.0% 0.01% 130 +21 0.03% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 66,470 2,943 0.0% 0.01% 131 -1,689 -2.48% Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Reduced 65,791 2,913 0.02% 0.03% 132 -787 -1.18% Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Added to 63,018 2,790 0.0% 0.0% 133 +36,518 137.8% Q4 2025 Feb 12, 2026
Apella Capital, LLC History Reduced 61,022 2,702 0.05% 0.09% 134 -4 -0.01% Q4 2025 Jan 21, 2026
IEQ CAPITAL, LLC History Reduced 60,798 2,692 0.01% 0.02% 135 -13,705 -18.4% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 60,375 2,673 0.02% 0.03% 136 +11,625 23.85% Q4 2025 Feb 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 58,133 2,574 0.02% 0.02% 137 +26,400 83.19% Q4 2025 Feb 04, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 57,171 2,531 0.03% 0.05% 138 -5,822 -9.24% Q4 2025 Feb 10, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 56,801 2,515 0.02% 0.03% 139 -1,964 -3.34% Q4 2025 Feb 13, 2026
Strategic Global Advisors, LLC History New 55,955 2,477 0.38% 140 +55,955 New Q4 2025 Feb 13, 2026
Treasurer of the State of North Carolina History Reduced 55,935 2,477 0.01% 0.01% 141 -4,090 -6.81% Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History Added to 54,652 2,419 0.04% 0.05% 142 +5,680 11.6% Q4 2025 Feb 17, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History New 51,942 2,299 0.03% 143 +51,942 New Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 51,101 2,262 0.01% 0.02% 144 -1,186 -2.27% Q4 2025 Jan 28, 2026
NATIXIS ADVISORS, LLC History Added to 50,002 2,214 0.0% 0.0% 145 +20,356 68.66% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Reduced 49,509 2,192 0.0% 0.01% 146 -48,864 -49.67% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 46,563 2,061 0.01% 0.02% 147 -6,045 -11.49% Q4 2025 Feb 13, 2026
Entropy Technologies, LP History New 45,938 2,034 0.11% 148 +45,938 New Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Added to 45,484 2,014 0.01% 0.01% 149 +1,272 2.88% Q4 2025 Jan 30, 2026
COMERICA BANK History Reduced 45,311 2,006 0.01% 0.01% 150 -2,627 -5.48% Q4 2025 Jan 29, 2026
Freestone Capital Holdings, LLC History Reduced 44,724 1,980 0.06% 0.1% 151 -91 -0.2% Q4 2025 Jan 23, 2026
Montanaro Asset Management Ltd History Added to 41,200 1,824 0.51% 0.59% 152 +9,000 27.95% Q4 2025 Mar 10, 2026
GLENMEDE TRUST CO NA History New 41,181 1,823 0.01% 153 +41,181 New Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 43,481 1,787 0.02% 0.03% 154 -755 -1.71% Q4 2025 Jan 21, 2026
Elo Mutual Pension Insurance Co History Added to 40,264 1,782 0.03% 0.03% 155 +13,182 48.67% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Reduced 40,209 1,780 0.0% 0.01% 156 -12,784 -24.12% Q4 2025 Jan 09, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 40,183 1,779 0.01% 0.01% 157 -1,524 -3.65% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 39,724 1,758 0.0% 0.0% 158 -29,142 -42.32% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 38,967 1,725 0.0% 0.0% 159 -2,062 -5.03% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Added to 38,800 1,718 0.0% 0.0% 160 +29,200 304.17% Q4 2025 Feb 13, 2026
Louisiana State Employees Retirement System History No change 38,000 1,682 0.03% 0.05% 161 0 0.0% Q4 2025 Jan 16, 2026
Allworth Financial LP History New 37,087 1,642 0.01% 162 +37,087 New Q4 2025 Feb 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 36,712 1,626 0.0% 0.01% 163 -4,369 -10.64% Q4 2025 Feb 05, 2026
Decatur Capital Management, Inc. History Reduced 36,255 1,605 0.65% 1.11% 164 -1,928 -5.05% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 34,854 1,543 0.0% 0.0% 165 -1,359 -3.75% Q4 2025 Feb 17, 2026
CIM, LLC History Reduced 34,737 1,538 0.2% 0.59% 166 -27,192 -43.91% Q4 2025 Feb 18, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 34,377 1,522 0.01% 0.01% 167 -630 -1.8% Q4 2025 Feb 10, 2026
Arizona State Retirement System History Reduced 34,258 1,516 0.01% 0.01% 168 -2,203 -6.04% Q4 2025 Jan 28, 2026
Family Legacy Financial Solutions, LLC History Added to 33,869 1,486 1.15% 1.49% 169 +7,323 27.59% Q4 2025 Jan 20, 2026
Creative Planning History Reduced 33,499 1,483 0.0% 0.0% 170 -3,987 -10.64% Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History Added to 32,687 1,447 0.06% 0.09% 171 +3,668 12.64% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Reduced 32,545 1,441 0.0% 0.01% 172 -1,258 -3.72% Q4 2025 Jan 23, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 32,500 1,439 0.01% 0.01% 173 0 0.0% Q4 2025 Jan 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 32,060 1,419 0.0% 0.0% 174 +551 1.75% Q4 2025 Feb 18, 2026
Bridgefront Capital, LLC History New 31,020 1,373 0.35% 175 +31,020 New Q4 2025 Feb 13, 2026
KBC Group NV History Added to 30,934 1,370 0.0% 0.01% 176 +510 1.68% Q4 2025 Jan 26, 2026
Quantbot Technologies LP History New 30,937 1,369 0.05% 177 +30,937 New Q4 2025 Feb 10, 2026
KLP KAPITALFORVALTNING AS History Added to 30,800 1,363 0.01% 0.01% 178 +400 1.32% Q4 2025 Jan 28, 2026
Vident Advisory, LLC History Reduced 30,779 1,362 0.01% 0.02% 179 -3,444 -10.06% Q4 2025 Feb 18, 2026
Fieldview Capital Management, LLC History New 30,729 1,360 0.23% 181 +30,729 New Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 30,736 1,360 0.02% 0.03% 180 +333 1.1% Q4 2025 Feb 05, 2026
Qsemble Capital Management, LP History New 30,689 1,358 0.11% 182 +30,689 New Q4 2025 Feb 05, 2026
OXFORD ASSET MANAGEMENT LLP History New 30,664 1,357 0.55% 183 +30,664 New Q4 2025 Feb 17, 2026
Employees Retirement System of Texas History Reduced 30,007 1,329 0.01% 0.02% 184 -450 -1.48% Q4 2025 Feb 09, 2026
State of Tennessee, Department of Treasury History Reduced 35,451 1,328 0.0% 0.01% 185 -3,368 -8.68% Q4 2025 Feb 18, 2026
TWO SIGMA INVESTMENTS, LP History New 29,050 1,286 0.0% 186 +29,050 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 27,741 1,228 0.01% 0.01% 187 +1,190 4.48% Q4 2025 Jan 29, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 27,700 1,227 0.04% 0.06% 188 0 0.0% Q4 2025 Feb 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 27,400 1,213 0.02% 0.03% 189 -100 -0.36% Q4 2025 Feb 04, 2026
Quantinno Capital Management LP History Reduced 26,965 1,194 0.0% 0.01% 190 -8,411 -23.78% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 26,456 1,171 0.0% 0.0% 191 -5,958 -18.38% Q4 2025 Feb 06, 2026
XPONANCE LLC History Reduced 26,266 1,163 0.01% 0.02% 192 -1,912 -6.79% Q4 2025 Feb 12, 2026
Mariner, LLC History Reduced 25,458 1,127 0.0% 0.0% 193 -10,119 -28.44% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 25,419 1,125 0.0% 0.0% 194 -3,919 -13.36% Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History Reduced 25,176 1,114 0.03% 0.06% 195 -393 -1.54% Q4 2025 Feb 11, 2026
Polymer Capital Management (US) LLC History New 25,011 1,107 0.12% 196 +25,011 New Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History New 24,722 1,095 0.09% 197 +24,722 New Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History New 24,000 1,062 0.0% 198 +24,000 New Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 23,930 1,059 0.0% 0.01% 199 +38 0.16% Q4 2025 Feb 17, 2026
PINEBRIDGE INVESTMENTS LLC History New 23,700 1,049 0.01% 200 +23,700 New Q4 2025 Feb 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 23,200 1,027 0.0% 0.0% 201 +15,800 213.51% Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History New 22,589 1,000 0.0% 202 +22,589 New Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 14,220 935 0.0% 0.0% 203 0 0.0% Q4 2025 Feb 11, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Reduced 21,000 929 0.22% 0.5% 204 -10,500 -33.33% Q4 2025 Feb 02, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 20,855 923 0.01% 0.02% 205 -2,403 -10.33% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Added to 20,702 916 0.01% 0.01% 206 +5,949 40.32% Q4 2025 Jan 23, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 20,000 885 0.04% 208 +20,000 New Q4 2025 Feb 13, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 20,000 885 0.43% 0.71% 207 0 0.0% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History New 19,514 864 0.0% 209 +19,514 New Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History New 19,446 861 0.13% 210 +19,446 New Q4 2025 Feb 11, 2026
MACKENZIE FINANCIAL CORP History Reduced 19,265 857 0.0% 0.01% 211 -68,343 -78.01% Q4 2025 Feb 18, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 18,979 840 0.0% 0.0% 212 +2,224 13.27% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 18,345 812 0.02% 0.04% 214 -1,841 -9.12% Q4 2025 Feb 03, 2026
Illinois Municipal Retirement Fund History Added to 18,359 812 0.01% 0.02% 213 +60 0.33% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Reduced 18,068 800 0.0% 0.05% 215 -735,384 -97.6% Q4 2025 Jan 29, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 17,755 784 0.0% 0.0% 216 +15,021 549.41% Q4 2025 Feb 10, 2026
Jefferies Financial Group Inc. History Reduced 17,100 757 0.0% 0.02% 217 -29,558 -63.35% Q4 2025 Feb 09, 2026
Allspring Global Investments Holdings, LLC History Added to 17,481 756 0.0% 0.0% 218 +1,130 6.91% Q4 2025 Jan 15, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 16,884 749 0.01% 0.04% 220 -17,598 -51.04% Q4 2025 Feb 13, 2026
SHAKER INVESTMENTS LLC/OH History Reduced 16,922 749 0.31% 0.51% 219 -401 -2.31% Q4 2025 Jan 30, 2026
Graham Capital Management, L.P. History Added to 16,252 719 0.02% 0.01% 221 +10,391 177.29% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 15,807 699 0.02% 0.02% 222 +8,059 104.01% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Added to 15,783 698 0.0% 0.0% 223 +4,014 34.11% Q4 2025 Feb 13, 2026
MRA Advisory Group History Added to 15,780 698 0.29% 0.41% 224 +3,041 23.87% Q4 2025 Jan 16, 2026
Nemes Rush Group LLC History Reduced 15,714 695 0.07% 0.13% 225 -2,341 -12.97% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Reduced 15,326 679 0.0% 0.0% 226 -1,998 -11.53% Q4 2025 Feb 11, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 14,928 661 0.15% 227 +14,928 New Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 14,675 649 0.0% 0.0% 228 +6,585 81.4% Q4 2025 Feb 13, 2026
PDT Partners, LLC History Reduced 14,627 647 0.04% 0.29% 229 -48,800 -76.94% Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History New 13,967 618 0.02% 230 +13,967 New Q4 2025 Feb 17, 2026
Torrey Growth & Income Advisors History Reduced 13,646 604 0.21% 0.38% 231 -3,832 -21.92% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 12,925 590 0.0% 0.0% 232 -593 -4.39% Q4 2025 Jan 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 13,309 589 0.0% 0.01% 233 -1,418 -9.63% Q4 2025 Feb 11, 2026
Campbell & CO Investment Adviser LLC History Reduced 13,014 576 0.03% 0.11% 234 -7,401 -36.25% Q4 2025 Feb 12, 2026
WINTON GROUP Ltd History New 12,940 572 0.02% 235 +12,940 New Q4 2025 Feb 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 12,571 556 0.01% 0.01% 236 -3,116 -19.86% Q4 2025 Feb 02, 2026
Vestcor Inc History No change 12,317 545 0.02% 0.03% 237 0 0.0% Q4 2025 Feb 11, 2026
Empowered Funds, LLC History Reduced 12,233 541 0.01% 0.08% 239 -98,527 -88.96% Q4 2025 Feb 18, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 12,228 541 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 13, 2026
one8zero8, LLC History Reduced 12,100 535 0.12% 0.24% 241 -3,150 -20.66% Q4 2025 Feb 17, 2026
Solstein Capital, LLC History No change 12,090 535 0.21% 0.2% 240 0 0.0% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 12,033 532 0.01% 0.02% 242 -13,934 -53.66% Q4 2025 Feb 13, 2026
Tevis Investment Management History No change 7,229 528 0.32% 0.32% 243 0 0.0% Q4 2025 Feb 02, 2026
Cache Advisors, LLC History Reduced 11,896 526 0.06% 0.18% 244 -2,200 -15.61% Q4 2025 Jan 22, 2026
Bellevue Group AG History Added to 11,817 523 0.01% 0.01% 245 +2,124 21.91% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 11,661 516 0.0% 0.0% 246 0 0.0% Q4 2025 Jan 23, 2026
Diametric Capital, LP History New 11,408 505 0.14% 247 +11,408 New Q4 2025 Feb 13, 2026
Lido Advisors, LLC History New 10,835 502 0.0% 248 +10,835 New Q4 2025 Feb 10, 2026
SummitTX Capital, L.P. History New 11,319 501 0.02% 249 +11,319 New Q4 2025 Feb 17, 2026
LECAP ASSET MANAGEMENT LTD History Added to 11,089 491 0.2% 0.22% 250 +2,254 25.51% Q4 2025 Jan 27, 2026
CIBC WORLD MARKET INC. History Reduced 11,083 490 0.0% 0.0% 251 -21,691 -66.18% Q4 2025 Feb 10, 2026
111 Capital History New 11,077 490 0.11% 252 +11,077 New Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History New 11,010 487 0.0% 253 +11,010 New Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 10,916 483 0.0% 0.0% 254 +3,714 51.57% Q4 2025 Feb 10, 2026
GROUP ONE TRADING LLC History Added to 10,828 479 0.0% 0.0% 255 +9,401 658.79% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Added to 10,546 466 0.0% 0.0% 256 +1,572 17.52% Q4 2025 Feb 12, 2026
Voleon Capital Management LP History Reduced 10,451 462 0.01% 0.02% 257 -154 -1.45% Q4 2025 Feb 17, 2026
AVIVA PLC History Added to 10,248 453 0.0% 0.0% 258 +3,431 50.33% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 10,145 449 0.0% 0.0% 259 -3,896 -27.75% Q4 2025 Feb 17, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 9,942 440 0.02% 0.02% 260 -252 -2.47% Q4 2025 Feb 04, 2026
Blueshift Asset Management, LLC History New 9,847 436 0.13% 261 +9,847 New Q4 2025 Feb 13, 2026
Alternative Investment Advisors, LLC. History New 9,666 428 0.18% 262 +9,666 New Q4 2025 Feb 24, 2026
MAI Capital Management History Added to 9,513 421 0.0% 0.0% 263 +3,517 58.66% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 9,224 408 0.04% 0.06% 264 +2,062 28.79% Q4 2025 Feb 11, 2026
NewEdge Wealth, LLC History Reduced 9,148 405 0.0% 0.01% 265 -35 -0.38% Q4 2025 Feb 03, 2026
Ethic Inc. History Added to 9,112 403 0.01% 0.01% 266 +1,990 27.94% Q4 2025 Feb 03, 2026
Equitable Holdings, Inc. History Reduced 8,864 392 0.0% 0.01% 267 -3,149 -26.21% Q4 2025 Feb 17, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 8,858 392 0.04% 0.07% 268 0 0.0% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Added to 8,849 391 0.01% 0.01% 269 +47 0.53% Q4 2025 Feb 03, 2026
Point72 Asset Management, L.P. History Reduced 8,800 389 0.0% 0.14% 270 -1,149,493 -99.24% Q4 2025 Feb 17, 2026
J2 Capital Management Inc History Reduced 8,363 370 0.27% 0.48% 271 -345 -3.96% Q4 2025 Jan 20, 2026
OSAIC HOLDINGS, INC. History Reduced 8,302 367 0.0% 0.0% 272 -32,562 -79.68% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 8,068 355 0.0% 0.0% 273 +134 1.69% Q4 2025 Mar 09, 2026
M&T BANK CORP History Reduced 7,910 349 0.0% 0.0% 274 -460 -5.5% Q4 2025 Jan 30, 2026
SHERBROOKE PARK ADVISERS LLC History New 7,815 346 0.89% 275 +7,815 New Q4 2025 Feb 17, 2026
Marex Group plc History New 7,800 345 0.0% 276 +7,800 New Q4 2025 Feb 12, 2026
&PARTNERS History Added to 7,801 344 0.0% 0.0% 277 +486 6.64% Q4 2025 Feb 17, 2026
Proem Advisors LLC History New 7,500 332 0.04% 278 +7,500 New Q4 2025 Feb 04, 2026
Schonfeld Strategic Advisors LLC History Reduced 7,341 325 0.0% 0.01% 279 -13,489 -64.76% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 7,296 323 0.0% 0.0% 280 +1,874 34.56% Q4 2025 Feb 17, 2026
Yorktown Management & Research Co Inc History No change 7,200 318 0.25% 0.42% 281 0 0.0% Q4 2025 Jan 23, 2026
Qtron Investments LLC History New 7,167 317 0.04% 282 +7,167 New Q4 2025 Feb 12, 2026
Lifestyle Asset Management, Inc. History Added to 7,083 313 0.1% 0.17% 283 +396 5.92% Q4 2025 Feb 11, 2026
Utah Retirement Systems History No change 7,002 310 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Reduced 6,920 306 0.01% 0.01% 285 -645 -8.53% Q4 2025 Jan 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 6,901 305 0.0% 0.0% 286 -697 -9.17% Q4 2025 Feb 12, 2026
Empower Advisory Group, LLC History Reduced 6,859 303 0.0% 0.0% 287 -982 -12.52% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Reduced 6,827 302 0.0% 0.0% 288 -2,250 -24.79% Q4 2025 Jan 30, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 6,661 294 0.0% 0.0% 289 -509 -7.1% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History No change 6,541 289 0.01% 0.01% 290 0 0.0% Q4 2025 Feb 17, 2026
ALPS ADVISORS INC History Added to 6,494 287 0.0% 0.0% 291 +71 1.11% Q4 2025 Feb 12, 2026
Smith Group Asset Management, LLC History Added to 6,427 284 0.02% 0.02% 292 +857 15.39% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 6,386 282 0.0% 0.0% 293 -174 -2.65% Q4 2025 Feb 06, 2026
Algorithmic Investment Models, LLC History No change 6,100 270 0.33% 0.3% 294 0 0.0% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 6,038 267 0.0% 0.0% 295 -2,771 -31.46% Q4 2025 Feb 05, 2026
PRUDENTIAL FINANCIAL INC History Reduced 5,990 265 0.0% 0.0% 296 -4,930 -45.15% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 5,947 263 0.0% 0.0% 297 -405 -6.38% Q4 2025 Jan 29, 2026
NewEdge Advisors, LLC History Added to 5,897 261 0.0% 0.0% 298 +4,889 485.02% Q4 2025 Feb 18, 2026
Fielder Capital Group LLC History Added to 5,844 258 0.05% 0.09% 299 +628 12.04% Q4 2025 Feb 10, 2026
Atria Investments, Inc History Reduced 5,807 257 0.0% 0.01% 300 -2,338 -28.7% Q4 2025 Feb 05, 2026
Amundi History Added to 5,659 250 0.0% 0.0% 301 +2,598 84.87% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 5,521 244 0.0% 0.01% 302 -4,892 -46.98% Q4 2025 Feb 12, 2026
CWM, LLC History Reduced 5,483 243 0.0% 0.0% 304 -4,179 -43.25% Q4 2025 Jan 26, 2026
ProShare Advisors LLC History Reduced 5,508 243 0.0% 0.0% 303 -293 -5.05% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 5,417 239 0.01% 0.02% 305 -3,463 -39.0% Q4 2025 Feb 17, 2026
Legato Capital Management LLC History Added to 5,397 238 0.02% 0.04% 306 +722 15.44% Q4 2025 Feb 06, 2026
Perbak Capital Partners LLP History Reduced 5,301 234 0.07% 0.14% 307 -5,636 -51.53% Q4 2025 Feb 17, 2026
Abacus Wealth Partners, LLC History New 5,045 223 0.02% 308 +5,045 New Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 5,015 222 0.0% 309 +5,015 New Q4 2025 Feb 18, 2026
SBI Okasan Asset Management Co.Ltd. History New 5,000 221 0.01% 310 +5,000 New Q4 2025 Feb 10, 2026
COMMERCE BANK History Reduced 4,912 217 0.0% 0.0% 311 -600 -10.89% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 4,818 213 0.0% 0.0% 312 +1,762 57.66% Q4 2025 Jan 14, 2026
Central Pacific Bank - Trust Division History Added to 4,752 210 0.03% 0.03% 313 +1,402 41.85% Q4 2025 Jan 07, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 4,710 208 0.0% 0.0% 314 -2,340 -33.19% Q4 2025 Feb 17, 2026
SHELTON CAPITAL MANAGEMENT History No change 4,662 206 0.0% 0.01% 315 0 0.0% Q4 2025 Feb 17, 2026
North Dakota State Investment Board History New 4,648 205 0.01% 317 +4,648 New Q4 2025 Feb 05, 2026
Edge Wealth Management LLC History No change 4,647 205 0.04% 0.06% 316 0 0.0% Q4 2025 Jan 12, 2026
MGO ONE SEVEN LLC History Reduced 4,552 201 0.0% 0.01% 318 -176 -3.72% Q4 2025 Feb 03, 2026
Daytona Street Capital LLC History New 4,517 200 0.16% 319 +4,517 New Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 4,271 189 0.0% 0.0% 320 +1,049 32.56% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Reduced 4,232 187 0.0% 0.04% 321 -38,302 -90.05% Q4 2025 Feb 02, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Added to 4,161 184 0.01% 0.01% 322 +1,109 36.34% Q4 2025 Feb 11, 2026
BOKF, NA History Reduced 4,152 183 0.0% 0.01% 323 -1,204 -22.48% Q4 2025 Feb 03, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 4,100 181 0.0% 0.0% 324 -5,463 -57.13% Q4 2025 Jan 15, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 3,990 176 0.08% 0.14% 325 -137 -3.32% Q4 2025 Feb 13, 2026
Asset Management One Co., Ltd. History New 3,398 150 0.0% 326 +3,398 New Q4 2025 Jan 27, 2026
Steward Partners Investment Advisory, LLC History Reduced 3,396 150 0.0% 0.0% 327 -1,233 -26.64% Q4 2025 Feb 12, 2026
STRS OHIO History Added to 3,198 141 0.0% 0.0% 328 +6 0.19% Q4 2025 Feb 02, 2026
NATIXIS History New 3,134 138 0.0% 329 +3,134 New Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 3,116 137 0.01% 0.01% 330 +2,050 192.31% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Added to 3,014 133 0.0% 0.0% 331 +2,187 264.45% Q4 2025 Mar 16, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,839 126 0.0% 0.0% 332 +1,385 95.25% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Reduced 2,663 117 0.01% 0.02% 333 -1,487 -35.83% Q4 2025 Jan 05, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 2,415 106 0.0% 0.01% 334 -37,259 -93.91% Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Reduced 2,191 97 0.0% 0.0% 335 -634 -22.44% Q4 2025 Feb 02, 2026
McMillan Office, Inc. History New 2,150 95 0.01% 336 +2,150 New Q4 2025 Feb 12, 2026
Gen-Wealth Partners Inc History Reduced 2,093 92 0.03% 0.05% 337 -2 -0.1% Q4 2025 Feb 13, 2026
DARA CAPITAL US, INC. History New 2,066 91 0.08% 338 +2,066 New Q4 2025 Jan 23, 2026
Kestra Advisory Services, LLC History New 1,962 86 0.0% 339 +1,962 New Q4 2025 Feb 13, 2026
Leonteq Securities AG History Added to 1,758 77 0.0% 0.0% 340 +1,677 2070.37% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History Added to 1,709 76 0.0% 0.0% 341 +312 22.33% Q4 2025 Feb 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 1,628 72 0.0% 0.01% 342 -2,455 -60.13% Q4 2025 Jan 21, 2026
DANSKE BANK A/S History Reduced 1,600 70 0.0% 0.0% 343 -5,829 -78.46% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 1,539 68 0.0% 0.0% 344 +405 35.71% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Reduced 1,262 55 0.0% 0.0% 345 -57 -4.32% Q4 2025 Jan 16, 2026
Parallel Advisors, LLC History Reduced 1,213 53 0.0% 0.0% 346 -270 -18.21% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 1,030 45 0.0% 0.0% 347 +320 45.07% Q4 2025 Feb 09, 2026
DekaBank Deutsche Girozentrale History No change 1,695 45 0.0% 0.0% 348 0 0.0% Q4 2025 Jan 28, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 1,000 44 0.0% 0.0% 349 +500 100.0% Q4 2025 Jan 20, 2026
UMB Bank, n.a. History Reduced 1,001 44 0.0% 0.0% 350 -452 -31.11% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 988 43 0.0% 0.0% 351 -86 -8.01% Q4 2025 Feb 09, 2026
Sterling Capital Management LLC History Added to 956 42 0.0% 0.0% 352 +753 370.94% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Reduced 815 36 0.0% 0.0% 353 -65 -7.39% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 796 35 0.0% 0.0% 354 +397 99.5% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Reduced 782 34 0.0% 0.0% 355 -83 -9.6% Q4 2025 Jan 20, 2026
LRI Investments, LLC History No change 782 34 0.0% 0.0% 356 0 0.0% Q4 2025 Feb 04, 2026
Westside Investment Management, Inc. History Reduced 700 30 0.0% 0.01% 357 -122 -14.84% Q4 2025 Jan 23, 2026
Atlantic Union Bankshares Corp History No change 616 27 0.0% 0.0% 358 0 0.0% Q4 2025 Feb 04, 2026
FIRST HORIZON CORP History Reduced 583 25 0.0% 0.0% 359 -204 -25.92% Q4 2025 Jan 27, 2026
Smartleaf Asset Management LLC History Reduced 563 25 0.0% 0.0% 360 -74 -11.62% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History New 500 22 0.0% 361 +500 New Q4 2025 Feb 06, 2026
VSM Wealth Advisory, LLC History No change 500 22 0.01% 0.01% 362 0 0.0% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 479 21 0.0% 0.0% 364 +400 506.33% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Reduced 495 21 0.0% 0.0% 363 -108 -17.91% Q4 2025 Feb 13, 2026
Plato Investment Management Ltd History Reduced 459 20 0.0% 0.01% 365 -1,057 -69.72% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 441 19 0.0% 0.0% 366 +41 10.25% Q4 2025 Feb 09, 2026
Eurizon Capital SGR S.p.A. History New 409 18 0.0% 367 +409 New Q4 2025 Feb 10, 2026
EASTERN BANK History No change 400 17 0.0% 0.0% 368 0 0.0% Q4 2025 Jan 14, 2026
Y.D. More Investments Ltd History No change 400 17 0.0% 0.0% 369 0 0.0% Q4 2025 Jan 21, 2026
Root Financial Partners, LLC History Reduced 379 16 0.0% 0.0% 370 -35 -8.45% Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 366 16 0.0% 0.0% 371 0 0.0% Q4 2025 Jan 22, 2026
Spire Wealth Management History Reduced 357 15 0.0% 0.0% 373 -306 -46.15% Q4 2025 Jan 14, 2026
CIBC Private Wealth Group LLC History Reduced 347 15 0.0% 0.0% 372 -189 -35.26% Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History New 325 14 0.0% 374 +325 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 301 13 0.0% 0.0% 375 -179 -37.29% Q4 2025 Jan 26, 2026
EverSource Wealth Advisors, LLC History Reduced 273 12 0.0% 0.0% 377 -364 -57.14% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History Added to 290 12 0.0% 0.0% 376 +14 5.07% Q4 2025 Jan 07, 2026
Rakuten Securities, Inc. History Reduced 249 11 0.0% 0.05% 379 -1,514 -85.88% Q4 2025 Jan 29, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 261 11 0.0% 0.0% 378 0 0.0% Q4 2025 Feb 03, 2026
BankPlus Trust Department History No change 268 11 0.0% 0.01% 380 0 0.0% Q4 2025 Jan 27, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History New 233 10 0.01% 381 +233 New Q4 2025 Jan 08, 2026
Quarry LP History Added to 247 10 0.0% 0.0% 383 +185 298.39% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 245 10 0.0% 0.0% 382 +98 66.67% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 208 9 0.0% 0.0% 385 -2,452 -92.18% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 217 9 0.0% 0.0% 384 0 0.0% Q4 2025 Jan 26, 2026
Covestor Ltd History No change 204 9 0.0% 0.01% 386 0 0.0% Q4 2025 Feb 06, 2026
Fortitude Family Office, LLC History No change 204 9 0.0% 0.0% 387 0 0.0% Q4 2025 Jan 15, 2026
Triumph Capital Management History New 200 8 0.0% 388 +200 New Q4 2025 Feb 12, 2026
Advocate Investing Services LLC History New 200 8 0.01% 389 +200 New Q4 2025 Feb 12, 2026
TD Capital Management LLC History No change 161 7 0.0% 0.0% 390 0 0.0% Q4 2025 Feb 26, 2026
BROWN BROTHERS HARRIMAN & CO History No change 149 6 0.0% 0.0% 391 0 0.0% Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History No change 154 6 0.0% 0.0% 392 0 0.0% Q4 2025 Jan 26, 2026
Golden State Wealth Management, LLC History Reduced 125 5 0.0% 0.0% 396 -247 -66.4% Q4 2025 Feb 13, 2026
CURIO WEALTH, LLC History New 125 5 0.0% 397 +125 New Q4 2025 Feb 11, 2026
MARINER INVESTMENT GROUP LLC History Reduced 40,000 5 0.0% 0.01% 393 -100 -0.25% Q4 2025 Feb 25, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 113 5 0.0% 0.0% 394 0 0.0% Q4 2025 Feb 03, 2026
Asset Dedication, LLC History No change 126 5 0.0% 0.0% 395 0 0.0% Q4 2025 Jan 26, 2026
Keating Financial Advisory Services, Inc. History New 92 4 0.0% 403 +92 New Q4 2025 Feb 09, 2026
Rosenberg Matthew Hamilton History Added to 99 4 0.0% 0.0% 399 +15 17.86% Q4 2025 Jan 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 100 4 0.0% 0.0% 398 0 0.0% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History No change 100 4 0.0% 0.0% 400 0 0.0% Q4 2025 Feb 13, 2026
Roxbury Financial LLC History No change 100 4 0.0% 0.01% 401 0 0.0% Q4 2025 Jan 05, 2026
Dogwood Wealth Management LLC History No change 94 4 0.0% 0.0% 402 0 0.0% Q4 2025 Feb 04, 2026
T. Rowe Price Investment Management, Inc. History Reduced 66 3 0.0% 0.04% 405 -888,143 -99.99% Q4 2025 Feb 19, 2026
Quattro Advisors LLC History New 82 3 0.0% 407 +82 New Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 71 3 0.0% 406 +71 New Q4 2025 Feb 05, 2026
Stone House Investment Management, LLC History Added to 75 3 0.0% 0.0% 404 +8 11.94% Q4 2025 Jan 21, 2026
Washington Trust Advisors, Inc. History New 61 2 0.0% 416 +61 New Q4 2025 Feb 03, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 60 2 0.0% 408 +60 New Q4 2025 Feb 11, 2026
Vermillion & White Wealth Management Group, LLC History New 59 2 0.0% 415 +59 New Q4 2025 Feb 18, 2026
AMERIFLEX GROUP, INC. History Reduced 53 2 0.0% 0.0% 419 -53 -50.0% Q4 2025 Feb 18, 2026
Kilter Group LLC History New 53 2 0.0% 420 +53 New Q4 2025 Feb 13, 2026
Aspect Partners, LLC History Added to 60 2 0.0% 0.0% 417 +37 160.87% Q4 2025 Jan 23, 2026
Sachetta, LLC History Reduced 51 2 0.0% 0.0% 418 -24 -32.0% Q4 2025 Feb 02, 2026
FINANCIAL CONSULATE, INC History Reduced 50 2 0.0% 0.0% 412 -9 -15.25% Q4 2025 Jan 22, 2026
High Note Wealth, LLC History Reduced 54 2 0.0% 0.0% 414 -7 -11.48% Q4 2025 Feb 05, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 49 2 0.0% 0.0% 410 -3 -5.77% Q4 2025 Feb 11, 2026
CITY HOLDING CO History No change 66 2 0.0% 0.0% 409 0 0.0% Q4 2025 Jan 22, 2026
Ancora Advisors LLC History No change 49 2 0.0% 0.0% 411 0 0.0% Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History No change 59 2 0.0% 0.0% 413 0 0.0% Q4 2025 Jan 30, 2026
Torren Management, LLC History New 45 1 0.0% 440 +45 New Q4 2025 Jan 30, 2026
Signature Resources Capital Management, LLC History New 43 1 0.0% 433 +43 New Q4 2025 Jan 21, 2026
Kingdom Financial Group LLC. History New 43 1 0.0% 435 +43 New Q4 2025 Feb 06, 2026
McIlrath & Eck, LLC History New 40 1 0.0% 425 +40 New Q4 2025 Feb 03, 2026
Global Trust Asset Management, LLC History New 32 1 0.0% 426 +32 New Q4 2025 Jan 20, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 28 1 0.0% 421 +28 New Q4 2025 Jan 20, 2026
Lodestone Wealth Management LLC History New 27 1 0.0% 434 +27 New Q4 2025 Jan 15, 2026
IMA Advisory Services, Inc. History New 24 1 0.0% 422 +24 New Q4 2025 Feb 11, 2026
Signature Equity Partners, LLC History New 24 1 0.0% 441 +24 New Q4 2025 Feb 17, 2026
Quent Capital, LLC History Reduced 30 1 0.0% 0.0% 432 -20 -40.0% Q4 2025 Jan 29, 2026
PayPay Securities Corp History Added to 27 1 0.03% 431 +15 125.0% Q4 2025 Jan 26, 2026
SJS Investment Consulting Inc. History Added to 35 1 0.0% 0.0% 428 +12 52.17% Q4 2025 Jan 21, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 32 1 0.0% 0.0% 436 +12 60.0% Q4 2025 Feb 09, 2026
Bell Investment Advisors, Inc History Added to 45 1 0.0% 0.0% 427 +11 32.35% Q4 2025 Feb 24, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 25 1 0.0% 0.0% 424 +1 4.17% Q4 2025 Feb 23, 2026
Capital Advisors, Ltd. LLC History No change 13 1 0.0% 0.0% 423 0 0.0% Q4 2025 Jan 21, 2026
CoreCap Advisors, LLC History No change 37 1 0.0% 0.0% 429 0 0.0% Q4 2025 Jan 13, 2026
Missouri Trust & Investment Co History No change 31 1 0.0% 0.0% 430 0 0.0% Q4 2025 Feb 13, 2026
Fairscale Capital, LLC History No change 31 1 0.0% 0.0% 437 0 0.0% Q4 2025 Feb 17, 2026
Greykasell Wealth Strategies, Inc. History No change 24 1 0.0% 0.0% 438 0 0.0% Q4 2025 Feb 11, 2026
MASECO LLP History No change 43 1 0.0% 0.0% 439 0 0.0% Q4 2025 Jan 22, 2026
LORD, ABBETT & CO. LLC History Closed out 0 0 0.2% -908,262 -100.0% Q3 2025 Nov 13, 2025
Synergy Asset Management, LLC History Closed out 0 0 1.34% -604,502 -100.0% Q3 2025 Oct 21, 2025
Andra AP-fonden History Closed out 0 0 0.07% -77,433 -100.0% Q3 2025 Nov 12, 2025
Capricorn Fund Managers Ltd History Closed out 0 0 1.88% -76,738 -100.0% Q3 2025 Oct 17, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.1% -74,212 -100.0% Q3 2025 Nov 14, 2025
NAVELLIER & ASSOCIATES INC History Closed out 0 0 0.52% -69,774 -100.0% Q3 2025 Nov 06, 2025
Aubrey Capital Management Ltd History Closed out 0 0 1.44% -62,500 -100.0% Q3 2025 Oct 30, 2025
Moran Wealth Management, LLC History Closed out 0 0 0.13% -60,125 -100.0% Q3 2025 Oct 23, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -45,822 -100.0% Q3 2025 Nov 14, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.21% -45,698 -100.0% Q3 2025 Nov 13, 2025
G2 Investment Partners Management LLC History Closed out 0 0 0.56% -38,000 -100.0% Q3 2025 Nov 14, 2025
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.0% -35,000 -100.0% Q3 2025 Nov 14, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.45% -30,300 -100.0% Q3 2025 Nov 14, 2025
BAMCO INC /NY/ History Closed out 0 0 0.01% -27,000 -100.0% Q3 2025 Nov 14, 2025
Csenge Advisory Group History Closed out 0 0 0.09% -26,971 -100.0% Q3 2025 Oct 28, 2025
IMC-Chicago, LLC History Closed out 0 0 0.0% -22,052 -100.0% Q3 2025 Nov 04, 2025
Atom Investors LP History Closed out 0 0 0.11% -20,201 -100.0% Q3 2025 Nov 14, 2025
Quantitative Investment Management, LLC History Closed out 0 0 0.2% -19,503 -100.0% Q3 2025 Nov 13, 2025
Fairvoy Private Wealth, LLC History Closed out 0 0 0.32% -19,253 -100.0% Q3 2025 Oct 10, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -18,638 -100.0% Q3 2025 Nov 13, 2025
Neo Ivy Capital Management History Closed out 0 0 0.29% -16,422 -100.0% Q3 2025 Nov 12, 2025
REGIONS FINANCIAL CORP History Closed out 0 0 0.01% -13,630 -100.0% Q3 2025 Nov 19, 2025
FORA Capital, LLC History Closed out 0 0 0.15% -11,858 -100.0% Q3 2025 Nov 13, 2025
HOLLENCREST CAPITAL MANAGEMENT History Closed out 0 0 0.03% -10,942 -100.0% Q3 2025 Nov 03, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -10,428 -100.0% Q3 2025 Nov 12, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 0.1% -10,047 -100.0% Q3 2025 Oct 21, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.01% -9,705 -100.0% Q3 2025 Nov 14, 2025
Belpointe Asset Management LLC History Closed out 0 0 0.03% -9,161 -100.0% Q3 2025 Nov 03, 2025
Fortis Capital Advisors, LLC History Closed out 0 0 0.11% -9,161 -100.0% Q3 2025 Oct 31, 2025
B. Riley Wealth Advisors, Inc. History Closed out 0 0 0.03% -8,168 -100.0% Q3 2025 Oct 31, 2025
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 0.19% -7,709 -100.0% Q3 2025 Oct 30, 2025
POLEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -7,211 -100.0% Q3 2025 Nov 12, 2025
Dakota Wealth Management History Closed out 0 0 0.01% -6,768 -100.0% Q3 2025 Nov 10, 2025
Virtu Financial LLC History Closed out 0 0 0.03% -6,727 -100.0% Q3 2025 Nov 14, 2025
Magnetar Financial LLC History Closed out 0 0 0.0% -6,015 -100.0% Q3 2025 Nov 13, 2025
Counterpoint Mutual Funds LLC History Closed out 0 0 0.03% -5,820 -100.0% Q3 2025 Nov 10, 2025
Venturi Wealth Management, LLC History Closed out 0 0 0.02% -5,746 -100.0% Q3 2025 Oct 23, 2025
Wedmont Private Capital History Closed out 0 0 0.01% -5,312 -100.0% Q3 2025 Oct 08, 2025
WEALTH ALLIANCE, LLC History Closed out 0 0 0.04% -5,124 -100.0% Q3 2025 Nov 07, 2025
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -5,077 -100.0% Q3 2025 Nov 07, 2025
Trust Point Inc. History Closed out 0 0 0.03% -4,641 -100.0% Q3 2025 Oct 10, 2025
Sequoia Financial Advisors, LLC History Closed out 0 0 0.0% -4,438 -100.0% Q3 2025 Oct 29, 2025
CHOREO, LLC History Closed out 0 0 0.0% -4,430 -100.0% Q3 2025 Nov 12, 2025
STEPHENS INC /AR/ History Closed out 0 0 0.0% -4,367 -100.0% Q3 2025 Oct 27, 2025
GREENLEAF TRUST History Closed out 0 0 0.0% -4,361 -100.0% Q3 2025 Oct 22, 2025
Convergence Investment Partners, LLC History Closed out 0 0 0.07% -4,346 -100.0% Q3 2025 Nov 04, 2025
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -4,206 -100.0% Q3 2025 Nov 14, 2025
Fifth Third Wealth Advisors LLC History Closed out 0 0 0.01% -4,183 -100.0% Q3 2025 Oct 21, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.02% -4,122 -100.0% Q3 2025 Nov 14, 2025
Hardy Reed LLC History Closed out 0 0 0.02% -4,083 -100.0% Q3 2025 Nov 07, 2025
Joel Isaacson & Co., LLC History Closed out 0 0 0.01% -4,000 -100.0% Q3 2025 Oct 30, 2025
Corient IA LLC History Closed out 0 0 0.22% -4,000 -100.0% Q3 2025 Nov 12, 2025
CIBC Asset Management Inc History Closed out 0 0 0.0% -3,883 -100.0% Q3 2025 Oct 31, 2025
TRUIST FINANCIAL CORP History Closed out 0 0 0.0% -3,825 -100.0% Q3 2025 Nov 03, 2025
Claret Asset Management Corp History Closed out 0 0 0.03% -3,753 -100.0% Q3 2025 Nov 13, 2025
Jasper Ridge Partners, L.P. History Closed out 0 0 0.01% -3,670 -100.0% Q3 2025 Nov 17, 2025
Prospera Financial Services Inc History Closed out 0 0 0.0% -3,668 -100.0% Q3 2025 Nov 06, 2025
GREAT LAKES ADVISORS, LLC History Closed out 0 0 0.0% -3,489 -100.0% Q3 2025 Nov 03, 2025
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 0.0% -3,486 -100.0% Q3 2025 Nov 13, 2025
Forum Financial Management, LP History Closed out 0 0 0.0% -3,416 -100.0% Q3 2025 Oct 24, 2025
Savant Capital, LLC History Closed out 0 0 0.0% -3,388 -100.0% Q3 2025 Mar 04, 2026
Stratos Wealth Partners, LTD. History Closed out 0 0 0.0% -3,313 -100.0% Q3 2025 Nov 06, 2025
Independent Advisor Alliance History Closed out 0 0 0.01% -3,305 -100.0% Q3 2025 Nov 04, 2025
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -3,242 -100.0% Q3 2025 Oct 28, 2025
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Closed out 0 0 0.0% -3,240 -100.0% Q3 2025 Nov 14, 2025
QRG CAPITAL MANAGEMENT, INC. History Closed out 0 0 0.0% -3,215 -100.0% Q3 2025 Oct 28, 2025
Meiji Yasuda Asset Management Co Ltd. History Closed out 0 0 0.01% -3,199 -100.0% Q3 2025 Nov 13, 2025
PROFUND ADVISORS LLC History Closed out 0 0 0.01% -3,186 -100.0% Q3 2025 Nov 06, 2025
Weiss Asset Management LP History Closed out 0 0 0.08% -3,180 -100.0% Q3 2025 Feb 17, 2026
Motley Fool Asset Management LLC History Closed out 0 0 0.01% -3,050 -100.0% Q3 2025 Nov 14, 2025
FOURPATH CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -3,031 -100.0% Q3 2025 Oct 14, 2025
Harvest Fund Management Co., Ltd History Closed out 0 0 0.01% -3,029 -100.0% Q3 2025 Nov 14, 2025
NORDEN GROUP LLC History Closed out 0 0 0.02% -2,994 -100.0% Q3 2025 Oct 15, 2025
RETIREMENT GUYS FORMULA LLC History Closed out 0 0 0.07% -2,855 -100.0% Q3 2025 Oct 21, 2025
Scientech Research LLC History Closed out 0 0 0.07% -2,821 -100.0% Q3 2025 Nov 14, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.08% -2,796 -100.0% Q3 2025 Nov 13, 2025
WoodTrust Financial Corp History Closed out 0 0 0.02% -2,750 -100.0% Q3 2025 Oct 28, 2025
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 0.01% -2,740 -100.0% Q3 2025 Oct 01, 2025
ST GERMAIN D J CO INC History Closed out 0 0 0.01% -2,434 -100.0% Q3 2025 Oct 07, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 0.01% -2,207 -100.0% Q3 2025 Nov 14, 2025
Bayforest Capital Ltd History Closed out 0 0 0.06% -1,690 -100.0% Q3 2025 Oct 24, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -1,518 -100.0% Q3 2025 Nov 18, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -565 -100.0% Q3 2025 Nov 14, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -342 -100.0% Q3 2025 Nov 12, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -310 -100.0% Q3 2025 Oct 08, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -273 -100.0% Q3 2025 Nov 12, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -270 -100.0% Q3 2025 Nov 10, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -264 -100.0% Q3 2025 Oct 21, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 0.0% -250 -100.0% Q3 2025 Oct 29, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -250 -100.0% Q3 2025 Nov 14, 2025
Byrne Asset Management LLC History Closed out 0 0 0.01% -205 -100.0% Q3 2025 Oct 22, 2025
Cornerstone Planning Group LLC History Reduced 2 0 0.0% -201 -99.01% Q4 2025 Feb 02, 2026
Matrix Trust Co History Closed out 0 0 0.0% -148 -100.0% Q3 2025 Oct 14, 2025
PROFFITT & GOODSON INC History Closed out 0 0 0.0% -141 -100.0% Q3 2025 Oct 21, 2025
Rialto Wealth Management, LLC History Reduced 6 0 0.0% -119 -95.2% Q4 2025 Jan 12, 2026
TD Waterhouse Canada Inc. History Reduced 2 0 0.0% -90 -97.83% Q4 2025 Jan 27, 2026
True Wealth Design, LLC History Closed out 0 0 0.0% -68 -100.0% Q3 2025 Oct 21, 2025
Versant Capital Management, Inc History Reduced 18 0 0.0% -49 -73.13% Q4 2025 Jan 08, 2026
Clearstead Trust, LLC History Reduced 6 0 0.0% -28 -82.35% Q4 2025 Feb 09, 2026
TORONTO DOMINION BANK History New 21 0 +21 New Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History New 17 0 +17 New Q4 2025 Feb 13, 2026
Strive Financial Group ,LLC History New 17 0 +17 New Q4 2025 Feb 18, 2026
WPG Advisers, LLC History Closed out 0 0 0.0% -14 -100.0% Q3 2025 Oct 29, 2025
Cape Investment Advisory, Inc. History New 13 0 +13 New Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 17 0 0.0% -12 -41.38% Q4 2025 Feb 10, 2026
Acumen Wealth Advisors, LLC History New 12 0 +12 New Q4 2025 Feb 13, 2026
PROSPERITY BANCSHARES INC History New 11 0 +11 New Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Reduced 19 0 0.0% -11 -36.67% Q4 2025 Jan 14, 2026
OPTIMA CAPITAL LLC History New 11 0 +11 New Q4 2025 Jan 23, 2026
Cromwell Holdings LLC History Closed out 0 0 -11 -100.0% Q3 2025 Oct 24, 2025
USA FINANCIAL FORMULAS History New 9 0 +9 New Q4 2025 Jan 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 -8 -100.0% Q3 2025 Oct 27, 2025
Bare Financial Services, Inc History Closed out 0 0 -8 -100.0% Q3 2025 Nov 12, 2025
Cloud Capital Management, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 03, 2025
DiNuzzo Private Wealth, Inc. History Reduced 6 0 -5 -45.45% Q4 2025 Jan 16, 2026
Financial Management Professionals, Inc. History Closed out 0 0 -5 -100.0% Q3 2025 Oct 15, 2025
Dunhill Financial, LLC History New 4 0 +4 New Q4 2025 Jan 29, 2026
Truvestments Capital LLC History New 3 0 +3 New Q4 2025 Feb 13, 2026
Principia Wealth Advisory, LLC History New 3 0 +3 New Q4 2025 Feb 10, 2026
Rossby Financial, LCC History Added to 15 0 +3 25.0% Q4 2025 Feb 12, 2026
Marquette Asset Management, LLC History Added to 22 0 0.0% +2 10.0% Q4 2025 Jan 16, 2026
Strategic Advocates LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 26, 2025
Bay Harbor Wealth Management, LLC History Added to 5 0 +1 25.0% Q4 2025 Feb 02, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
HFM Investment Advisors, LLC History Reduced 2 0 -1 -33.33% Q4 2025 Feb 05, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
Sunbelt Securities, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Nov 19, 2025
SouthState Bank Corp History No change 14 0 0.0% 0 0.0% Q4 2025 Feb 11, 2026
Transamerica Financial Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History No change 18 0 0.0% 0 0.0% Q4 2025 Jan 12, 2026
Newbridge Financial Services Group, Inc. History No change 15 0 0.0% 0 0.0% Q4 2025 Jan 21, 2026
DecisionPoint Financial, LLC History No change 6 0 0 0.0% Q4 2025 Jan 29, 2026