DoubleVerify Holdings, Inc. - DV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 19,109,481 218,612 0.0% 0.0% 1 -333,949 -1.72% Q4 2025 Feb 12, 2026
Providence Equity Partners L.L.C. History No change 18,290,908 209,247 31.18% 37.55% 2 0 0.0% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 14,776,618 169,044 0.0% 0.0% 3 +360,055 2.5% Q4 2025 Jan 29, 2026
Topline Capital Management, LLC History New 8,453,543 96,708 8.75% 4 +8,453,543 New Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 5,662,133 64,986 0.08% 0.08% 5 +74,051 1.33% Q4 2025 Feb 18, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 5,254,565 60,112 0.03% 0.02% 6 +2,902,169 123.37% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 4,312,032 49,329 0.0% 0.0% 7 -13,909 -0.32% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,970,550 45,423 0.01% 0.01% 8 +234,139 6.27% Q4 2025 Feb 12, 2026
Van Berkom & Associates Inc. History Added to 3,739,108 42,775 1.23% 1.3% 9 +37 0.0% Q4 2025 Feb 02, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History Added to 3,738,393 42,767 0.82% 0.63% 10 +842,699 29.1% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 3,649,995 41,755 0.01% 0.0% 11 +3,478,542 2028.86% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 3,428,434 39,221 0.0% 0.0% 12 -175,233 -4.86% Q4 2025 Feb 13, 2026
Assenagon Asset Management S.A. History Reduced 3,268,126 37,387 0.05% 0.06% 13 -354,323 -9.78% Q4 2025 Jan 09, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,403,828 27,506 0.0% 0.0% 14 +439,157 22.35% Q4 2025 Feb 09, 2026
Invenomic Capital Management LP History Added to 2,383,935 27,272 1.27% 1.05% 15 +575,030 31.79% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,271,572 25,986 0.01% 0.01% 16 +924,861 68.68% Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 2,012,780 23,028 0.0% 0.0% 17 -54,567 -2.64% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 1,978,402 22,632 0.01% 0.0% 18 +369,624 22.98% Q4 2025 Feb 17, 2026
Amundi History Reduced 1,966,133 22,492 0.01% 0.01% 19 -355,059 -15.3% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 1,882,832 21,539 0.11% 0.11% 20 +229,700 13.89% Q4 2025 Jan 13, 2026
Boston Partners History New 1,817,089 20,641 0.02% 21 +1,817,089 New Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 1,690,984 19,344 0.07% 0.08% 22 -408,032 -19.44% Q4 2025 Feb 17, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 1,661,695 19,009 0.36% 0.41% 23 -382,493 -18.71% Q4 2025 Jan 13, 2026
CITADEL ADVISORS LLC History Added to 1,644,023 18,807 0.0% 0.0% 24 +82,672 5.29% Q4 2025 Feb 17, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 1,640,121 18,762 0.68% 0.6% 25 +233,307 16.58% Q4 2025 Jan 23, 2026
FEDERATED HERMES, INC. History Reduced 1,568,990 17,949 0.03% 0.03% 26 -9,063 -0.57% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Reduced 1,269,605 14,524 0.01% 0.01% 27 -920,774 -42.04% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,259,400 14,407 0.02% 0.02% 28 -36,900 -2.85% Q4 2025 Feb 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 1,155,478 13,218 0.04% 0.02% 29 +625,703 118.11% Q4 2025 Feb 13, 2026
Crestwood Capital Management, L.P. History No change 1,139,157 13,031 8.25% 9.5% 30 0 0.0% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 1,118,119 12,791 0.0% 0.0% 31 +129,250 13.07% Q4 2025 Feb 11, 2026
Trexquant Investment LP History Added to 1,077,663 12,328 0.11% 0.1% 32 +295,205 37.73% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,036,655 11,859 0.0% 0.0% 33 -650,454 -38.55% Q4 2025 Feb 17, 2026
SG Capital Management LLC History Added to 1,020,892 11,679 1.12% 1.07% 34 +20,892 2.09% Q4 2025 Feb 13, 2026
PRIVATE MANAGEMENT GROUP INC History New 998,293 11,420 0.33% 35 +998,293 New Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 995,855 11,392 0.0% 0.0% 36 -41,845 -4.03% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 977,804 11,186 0.0% 0.0% 37 +734,942 302.62% Q4 2025 Feb 11, 2026
TWO SIGMA INVESTMENTS, LP History Added to 965,606 11,046 0.02% 0.01% 38 +238,933 32.88% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 886,437 10,140 0.01% 0.0% 39 +445,135 100.87% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 878,585 10,043 0.02% 0.02% 40 -26,504 -2.93% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Reduced 831,774 9,515 0.02% 0.04% 41 -929,727 -52.78% Q4 2025 Mar 16, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 815,446 9,328 0.77% 0.9% 42 -1,006,308 -55.24% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 805,019 9,209 0.0% 0.0% 43 -126,233 -13.56% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 742,450 8,493 0.01% 0.0% 44 +556,784 299.88% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 742,359 8,492 0.0% 0.0% 45 -33,912 -4.37% Q4 2025 Feb 10, 2026
Invesco Ltd. History Added to 656,655 7,512 0.0% 0.0% 46 +143,716 28.02% Q4 2025 Feb 19, 2026
Ruffer LLP History New 645,691 7,398 0.34% 47 +645,691 New Q4 2025 Jan 28, 2026
First Eagle Investment Management, LLC History Added to 635,000 7,264 0.01% 0.01% 49 +297,500 88.15% Q4 2025 Feb 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 635,030 7,264 0.0% 0.0% 48 -16,186 -2.49% Q4 2025 Feb 02, 2026
GOLDMAN SACHS GROUP INC History Reduced 615,780 7,044 0.0% 0.0% 50 -466,697 -43.11% Q4 2025 Mar 25, 2026
Susquehanna Portfolio Strategies, LLC History Added to 595,325 6,810 0.11% 0.1% 51 +88,279 17.41% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 591,621 6,768 0.02% 0.02% 52 +107,526 22.21% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 575,500 6,583 0.1% 0.04% 53 +355,000 161.0% Q4 2025 Feb 12, 2026
Edgestream Partners, L.P. History Added to 574,058 6,567 0.18% 0.14% 54 +164,742 40.25% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 572,783 6,552 0.0% 0.0% 55 -460,262 -44.55% Q4 2025 Jan 29, 2026
Nuveen, LLC History Added to 537,395 6,147 0.0% 0.0% 56 +96,759 21.96% Q4 2025 Feb 12, 2026
Pacer Advisors, Inc. History Reduced 511,282 5,849 0.01% 0.02% 57 -20,742 -3.9% Q4 2025 Feb 24, 2026
KENNEDY CAPITAL MANAGEMENT LLC History New 495,882 5,672 0.12% 58 +495,882 New Q4 2025 Feb 13, 2026
GAGNON SECURITIES LLC History Reduced 491,664 5,624 1.15% 1.63% 59 -188,253 -27.69% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 481,670 5,510 0.05% 0.01% 60 +371,994 339.18% Q4 2025 Feb 10, 2026
ALGERT GLOBAL LLC History Reduced 475,570 5,441 0.08% 0.22% 61 -643,609 -57.51% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 463,723 5,304 0.0% 0.0% 62 -304,635 -39.65% Q4 2025 Feb 17, 2026
Gagnon Advisors, LLC History Reduced 438,039 5,011 3.18% 4.63% 63 -187,731 -30.0% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 434,703 4,973 0.0% 0.0% 64 -4,710 -1.07% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 432,450 4,947 0.0% 0.0% 65 -312,286 -41.93% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 411,400 4,706 0.01% 0.01% 66 -100,400 -19.62% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 404,800 4,630 0.0% 0.0% 67 +45,100 12.54% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 403,624 4,617 0.0% 0.0% 68 +283,984 237.37% Q4 2025 Feb 13, 2026
Summit Creek Advisors LLC History Reduced 384,186 4,395 0.69% 0.74% 69 -41,124 -9.67% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Reduced 377,513 4,318 0.0% 0.01% 70 -10,841 -2.79% Q4 2025 Feb 13, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 367,539 4,204 0.03% 0.01% 71 +249,662 211.8% Q4 2025 Feb 10, 2026
Legal & General Group Plc History Reduced 341,640 3,908 0.0% 0.0% 72 -19,650 -5.44% Q4 2025 Feb 09, 2026
Man Group plc History Reduced 334,469 3,826 0.01% 0.01% 73 -354,478 -51.45% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 321,253 3,675 0.01% 0.01% 74 +35,329 12.36% Q4 2025 Feb 13, 2026
JSF Financial, LLC History Reduced 316,831 3,624 0.75% 0.85% 75 -3,000 -0.94% Q4 2025 Feb 04, 2026
RHUMBLINE ADVISERS History Added to 315,689 3,611 0.0% 0.0% 76 +4,356 1.4% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Added to 307,493 3,517 0.04% 0.03% 77 +89,614 41.13% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 302,806 3,464 0.0% 0.0% 78 +14,841 5.15% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 286,587 3,279 0.01% 0.0% 79 +282,794 7455.68% Q4 2025 Feb 05, 2026
Caption Management, LLC History Reduced 282,059 3,226 0.02% 0.03% 80 -67,941 -19.41% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 281,823 3,224 0.01% 61.25% 81 -819,350 -74.41% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 274,971 3,145 0.0% 0.0% 82 -91,731 -25.02% Q4 2025 Feb 10, 2026
Swiss National Bank History Added to 274,100 3,135 0.0% 0.0% 83 +6,400 2.39% Q4 2025 Feb 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 272,628 3,118 0.14% 0.12% 84 +9,502 3.61% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 264,531 3,026 0.0% 0.0% 85 +114,620 76.46% Q4 2025 Feb 13, 2026
Holocene Advisors, LP History Added to 219,152 2,507 0.01% 0.01% 86 +1,059 0.49% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 210,100 2,403 0.0% 0.0% 87 +45,300 27.49% Q4 2025 Feb 12, 2026
State of New Jersey Common Pension Fund D History Added to 209,607 2,397 0.01% 0.01% 88 +72,466 52.84% Q4 2025 Jan 30, 2026
BARCLAYS PLC History Added to 206,726 2,364 0.0% 0.0% 89 +34,712 20.18% Q4 2025 Feb 13, 2026
Weiss Asset Management LP History Added to 205,416 2,349 0.03% 0.81% 90 +12,756 6.62% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 182,354 2,086 0.01% 0.01% 91 +1,736 0.96% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 160,689 1,838 0.0% 0.0% 92 +60,810 60.88% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 156,472 1,790 0.0% 0.0% 93 +34,101 27.87% Q4 2025 Feb 17, 2026
FMR LLC History Added to 154,521 1,767 0.0% 0.0% 94 +9,482 6.54% Q4 2025 Feb 17, 2026
Atom Investors LP History New 153,768 1,759 0.14% 95 +153,768 New Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 151,433 1,732 0.0% 0.0% 96 +57,254 60.79% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 145,672 1,666 0.01% 0.01% 97 +469 0.32% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Added to 137,205 1,569 0.0% 0.0% 98 +31,762 30.12% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 133,458 1,526 0.0% 0.0% 99 +13,565 11.31% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 128,149 1,466 0.0% 0.0% 100 -4,978 -3.74% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 127,226 1,455 0.0% 0.0% 101 +15,779 14.16% Q4 2025 Jan 26, 2026
PRUDENTIAL FINANCIAL INC History Reduced 125,069 1,430 0.0% 0.0% 102 -27,120 -17.82% Q4 2025 Feb 13, 2026
Dana Investment Advisors, Inc. History New 123,432 1,412 0.04% 103 +123,432 New Q4 2025 Feb 05, 2026
South Dakota Investment Council History Reduced 107,319 1,228 0.02% 0.03% 104 -8,900 -7.66% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 106,337 1,217 0.0% 0.0% 105 +54,326 104.45% Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History Reduced 106,179 1,214 0.01% 0.01% 106 -51,714 -32.75% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 103,668 1,194 0.0% 0.0% 107 -10,806 -9.44% Q4 2025 Mar 20, 2026
Penbrook Management LLC History New 102,910 1,177 0.81% 108 +102,910 New Q4 2025 Jan 06, 2026
Gotham Asset Management, LLC History Added to 102,673 1,174 0.0% 0.0% 109 +72,936 245.27% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 100,973 1,155 0.0% 0.0% 110 -21,892 -17.82% Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History Reduced 98,316 1,124 0.05% 0.06% 111 -21,785 -18.14% Q4 2025 Feb 09, 2026
CITIGROUP INC History Added to 96,449 1,103 0.0% 0.0% 112 +14,092 17.11% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 96,251 1,101 0.0% 0.0% 113 -63,280 -39.67% Q4 2025 Feb 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 95,185 1,088 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 94,602 1,085 0.0% 0.0% 115 +68,162 257.8% Q4 2025 Jan 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 91,882 1,051 0.0% 0.0% 116 -6,097 -6.22% Q4 2025 Feb 05, 2026
Creative Planning History Added to 89,377 1,022 0.0% 0.0% 117 +49,011 121.42% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 90,283 1,014 0.0% 0.0% 118 +3,715 4.29% Q4 2025 Feb 11, 2026
Y-Intercept (Hong Kong) Ltd History Added to 88,443 1,011 0.02% 0.01% 119 +65,711 289.07% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History New 87,966 1,006 0.0% 120 +87,966 New Q4 2025 Feb 11, 2026
Laurus Global Equity Management Inc. History Reduced 87,890 1,005 0.82% 6.66% 121 -724,950 -89.19% Q4 2025 Jan 28, 2026
ING GROEP NV History No change 83,300 952 0.01% 0.01% 122 0 0.0% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 83,181 951 0.0% 0.0% 123 +25,307 43.73% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 82,540 944 0.0% 0.0% 124 0 0.0% Q4 2025 Jan 30, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 82,100 939 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 74,236 848 0.01% 0.01% 126 -299 -0.4% Q4 2025 Jan 23, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 69,900 799 0.0% 0.0% 127 +6,500 10.25% Q4 2025 Feb 04, 2026
Illinois Municipal Retirement Fund History Reduced 69,652 796 0.01% 0.01% 128 -13,639 -16.38% Q4 2025 Feb 11, 2026
AXQ CAPITAL, LP History Added to 69,429 794 0.18% 0.21% 130 +22,589 48.23% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 72,717 794 0.0% 0.0% 129 +20,445 39.11% Q4 2025 Jan 08, 2026
Daiwa Securities Group Inc. History No change 68,280 781 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 66,597 761 0.0% 0.0% 132 0 0.0% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 65,657 751 0.0% 0.0% 133 +11,020 20.17% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 62,519 715 0.0% 0.0% 134 +43,628 230.95% Q4 2025 Jan 09, 2026
JANUS HENDERSON GROUP PLC History No change 62,326 713 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 61,300 701 0.01% 0.01% 136 -1,100 -1.76% Q4 2025 Jan 16, 2026
Treasurer of the State of North Carolina History Reduced 59,979 686 0.0% 0.0% 137 -891 -1.46% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 59,974 686 0.01% 0.01% 138 +383 0.64% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 61,546 665 0.0% 0.0% 139 -21,972 -26.31% Q4 2025 Feb 18, 2026
CAXTON ASSOCIATES LLP History Added to 55,811 638 0.01% 0.01% 140 +19,387 53.23% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 55,635 636 0.01% 0.01% 141 -15,940 -22.27% Q4 2025 Feb 02, 2026
Graham Capital Management, L.P. History Reduced 53,979 617 0.01% 0.02% 142 -26,075 -32.57% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 53,900 616 0.0% 0.0% 143 -1,459,927 -96.44% Q4 2025 Feb 12, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 49,964 572 0.04% 0.03% 144 +17,271 52.83% Q4 2025 Jan 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 49,722 568 0.0% 0.0% 145 +8,285 19.99% Q4 2025 Feb 18, 2026
Robeco Institutional Asset Management B.V. History Reduced 49,113 561 0.0% 0.0% 146 -26,758 -35.27% Q4 2025 Jan 23, 2026
XTX Topco Ltd History Added to 47,115 538 0.01% 0.02% 148 +12,862 37.55% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 47,063 538 0.0% 0.0% 147 +3,663 8.44% Q4 2025 Feb 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 44,027 503 0.0% 0.0% 149 +1,098 2.56% Q4 2025 Feb 17, 2026
Elo Mutual Pension Insurance Co History Reduced 43,836 501 0.01% 0.03% 150 -97,191 -68.92% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Reduced 43,300 495 0.0% 0.0% 151 -97,000 -69.14% Q4 2025 Feb 11, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 42,393 484 0.0% 0.0% 152 -37,936 -47.23% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 42,386 484 0.0% 0.0% 153 -21,074 -33.21% Q4 2025 Jan 27, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 40,248 460 0.0% 0.0% 154 +2,190 5.75% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History New 39,972 457 0.0% 155 +39,972 New Q4 2025 Feb 18, 2026
Verition Fund Management LLC History Reduced 39,216 448 0.0% 0.0% 156 -18,349 -31.88% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 38,889 444 0.0% 0.0% 157 -1,984 -4.85% Q4 2025 Jan 28, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 38,106 435 0.04% 158 +38,106 New Q4 2025 Feb 17, 2026
LECAP ASSET MANAGEMENT LTD History Reduced 37,609 430 0.17% 0.22% 160 -14,640 -28.02% Q4 2025 Jan 27, 2026
COMERICA BANK History Reduced 37,668 430 0.0% 0.0% 159 -13,895 -26.95% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 37,219 425 0.0% 161 +37,219 New Q4 2025 Feb 17, 2026
Jain Global LLC History New 37,165 425 0.0% 162 +37,165 New Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Added to 36,446 416 0.01% 0.0% 163 +14,879 68.99% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 36,111 413 0.01% 0.01% 164 +56 0.16% Q4 2025 Mar 12, 2026
Quadrature Capital Ltd History New 35,127 401 0.0% 165 +35,127 New Q4 2025 Feb 17, 2026
Diversified Trust Co History Added to 33,903 387 0.01% 0.01% 166 +551 1.65% Q4 2025 Jan 09, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 33,753 386 0.0% 0.0% 167 -4,250 -11.18% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Reduced 33,683 385 0.0% 0.0% 168 -8,988 -21.06% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 36,337 382 0.0% 0.01% 169 -5,698 -13.56% Q4 2025 Jan 21, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 33,104 378 0.0% 0.0% 170 -1,483 -4.29% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Added to 32,513 371 0.0% 0.0% 171 +12,425 61.85% Q4 2025 Feb 03, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 31,600 361 0.0% 0.0% 172 +2,800 9.72% Q4 2025 Jan 23, 2026
Tidal Investments LLC History New 31,532 360 0.0% 173 +31,532 New Q4 2025 Feb 13, 2026
State of Wyoming History Added to 30,874 353 0.04% 0.01% 174 +23,113 297.81% Q4 2025 Feb 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 30,601 350 0.0% 0.0% 175 0 0.0% Q4 2025 Feb 04, 2026
Handelsbanken Fonder AB History Added to 30,300 347 0.0% 0.0% 176 +1,200 4.12% Q4 2025 Feb 06, 2026
KLP KAPITALFORVALTNING AS History Added to 29,700 339 0.0% 0.0% 177 +2,400 8.79% Q4 2025 Jan 28, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 27,896 319 0.0% 179 +27,896 New Q4 2025 Feb 13, 2026
FRED ALGER MANAGEMENT, LLC History Added to 27,886 319 0.0% 0.0% 178 +9,800 54.19% Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 27,489 314 0.02% 180 +27,489 New Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Reduced 27,380 313 0.01% 0.01% 181 -292 -1.06% Q4 2025 Feb 17, 2026
Impact Investors, Inc History Reduced 26,725 305 0.21% 0.39% 182 -22,186 -45.36% Q4 2025 Jan 21, 2026
Leonteq Securities AG History Reduced 25,999 297 0.01% 0.01% 183 -2,113 -7.52% Q4 2025 Feb 06, 2026
IMC-Chicago, LLC History Reduced 24,300 277 0.0% 0.0% 184 -112,600 -82.25% Q4 2025 Jan 29, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 23,428 268 0.0% 0.01% 185 -46,589 -66.54% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 22,970 262 0.0% 0.0% 186 +5,848 34.15% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 22,394 256 0.0% 0.0% 187 -46,785 -67.63% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History New 21,763 248 0.0% 188 +21,763 New Q4 2025 Jan 26, 2026
Ensign Peak Advisors, Inc History Reduced 21,426 245 0.0% 0.0% 189 -23,650 -52.47% Q4 2025 Feb 12, 2026
Argos Wealth Advisors, LLC History New 21,198 242 0.07% 190 +21,198 New Q4 2025 Feb 04, 2026
Pictet Asset Management Holding SA History No change 20,676 236 0.0% 0.0% 191 0 0.0% Q4 2025 Jan 29, 2026
EntryPoint Capital, LLC History New 20,367 232 0.09% 192 +20,367 New Q4 2025 Feb 12, 2026
TradeLink Capital LLC History Added to 18,097 207 1.66% 1.52% 193 +17,920 10124.29% Q4 2025 Feb 04, 2026
LSV ASSET MANAGEMENT History No change 17,500 200 0.0% 0.0% 194 0 0.0% Q4 2025 Feb 06, 2026
Pallas Capital Advisors LLC History New 17,005 194 0.01% 195 +17,005 New Q4 2025 Jan 14, 2026
AlphaQuest LLC History Reduced 16,616 190 0.01% 0.09% 196 -95,625 -85.2% Q4 2025 Feb 09, 2026
Indivisible Partners History New 15,872 181 0.02% 197 +15,872 New Q4 2025 Feb 03, 2026
Claret Asset Management Corp History Reduced 15,414 176 0.02% 0.02% 198 -36 -0.23% Q4 2025 Feb 11, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 15,283 174 0.0% 0.0% 199 +70 0.46% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 14,139 161 0.0% 0.0% 200 +5,875 71.09% Q4 2025 Feb 06, 2026
XPONANCE LLC History Added to 14,141 161 0.0% 0.0% 201 +1,275 9.91% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 13,859 158 0.0% 202 +13,859 New Q4 2025 Feb 17, 2026
Central Pacific Bank - Trust Division History Added to 13,707 156 0.02% 0.02% 203 +1,130 8.98% Q4 2025 Jan 07, 2026
Focus Partners Advisor Solutions, LLC History Reduced 13,458 153 0.0% 0.0% 205 -2,602 -16.2% Q4 2025 Feb 11, 2026
Trust Point Inc. History Added to 13,441 153 0.01% 0.01% 204 +698 5.48% Q4 2025 Jan 13, 2026
M&T BANK CORP History New 13,176 150 0.0% 206 +13,176 New Q4 2025 Jan 30, 2026
Cetera Investment Advisers History Reduced 13,133 150 0.0% 0.0% 207 -9,576 -42.17% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Added to 12,819 146 0.0% 0.0% 208 +1,311 11.39% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History New 12,987 145 0.0% 209 +12,987 New Q4 2025 Jan 27, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Reduced 12,256 140 0.01% 0.01% 210 -7,237 -37.13% Q4 2025 Feb 13, 2026
EVOLVE PRIVATE WEALTH, LLC History New 11,847 135 0.01% 211 +11,847 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 11,300 129 0.0% 0.0% 212 -4,700 -29.38% Q4 2025 Feb 13, 2026
Crossmark Global Holdings, Inc. History Reduced 11,231 128 0.0% 0.06% 213 -295,800 -96.34% Q4 2025 Feb 03, 2026
NorthCrest Asset Manangement, LLC History New 10,998 122 0.0% 214 +10,998 New Q4 2025 Jan 08, 2026
SHERBROOKE PARK ADVISERS LLC History Reduced 10,472 119 0.31% 0.22% 216 -29,199 -73.6% Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Added to 10,470 119 0.01% 0.01% 215 +2,744 35.52% Q4 2025 Feb 13, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History New 10,000 114 0.1% 217 +10,000 New Q4 2025 Feb 06, 2026
Veradace Capital Management LLC History New 10,000 114 0.07% 218 +10,000 New Q4 2025 Feb 18, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,686 111 0.0% 0.0% 219 0 0.0% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 9,395 107 0.01% 0.0% 220 +5,891 168.12% Q4 2025 Jan 05, 2026
WEXFORD CAPITAL LP History New 9,141 104 0.02% 221 +9,141 New Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 2,404 79 0.0% 0.0% 222 0 0.0% Q4 2025 Jan 28, 2026
US BANCORP \DE\ History Reduced 5,923 67 0.0% 0.0% 223 -3,189 -35.0% Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Reduced 5,741 65 0.0% 0.0% 224 -539 -8.58% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Added to 5,675 64 0.0% 0.0% 225 +323 6.04% Q4 2025 Feb 12, 2026
BFSG, LLC History New 5,421 62 0.01% 226 +5,421 New Q4 2025 Jan 22, 2026
Pinnacle Wealth Planning Services, Inc. History New 5,356 61 0.01% 227 +5,356 New Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 5,248 60 0.0% 0.0% 228 +2,533 93.3% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 4,824 55 0.0% 0.0% 229 +396 8.94% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 4,731 54 0.0% 0.0% 230 +1,284 37.25% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 4,699 53 0.0% 231 +4,699 New Q4 2025 Feb 05, 2026
KBC Group NV History No change 4,586 52 0.0% 0.0% 232 0 0.0% Q4 2025 Jan 26, 2026
EverSource Wealth Advisors, LLC History Added to 4,278 48 0.0% 0.0% 233 +357 9.1% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Added to 3,724 42 0.0% 0.0% 234 +1,669 81.22% Q4 2025 Feb 09, 2026
STRS OHIO History Added to 3,429 39 0.0% 0.0% 235 +192 5.93% Q4 2025 Feb 02, 2026
ROTHSCHILD INVESTMENT LLC History Added to 3,148 36 0.0% 0.0% 236 +1,211 62.52% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History Added to 2,757 31 0.0% 0.0% 237 +1,528 124.33% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,664 30 0.0% 0.0% 238 +750 39.18% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,458 28 0.0% 0.0% 239 +1,492 154.45% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 2,367 27 0.0% 0.0% 240 -1,885 -44.33% Q4 2025 Feb 02, 2026
Aster Capital Management (DIFC) Ltd History Reduced 2,261 25 0.01% 0.03% 241 -3,063 -57.53% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History New 1,998 22 0.0% 242 +1,998 New Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Added to 1,876 21 0.0% 0.0% 243 +276 17.25% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Reduced 1,427 16 0.0% 0.0% 244 -342 -19.33% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 1,373 15 0.0% 0.0% 245 +331 31.77% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Reduced 1,232 14 0.0% 0.0% 246 -1,197 -49.28% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 1,180 13 0.0% 0.0% 247 +1,047 787.22% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,035 11 0.0% 0.0% 248 0 0.0% Q4 2025 Feb 17, 2026
Park Place Capital Corp History No change 1,003 11 0.0% 0.0% 249 0 0.0% Q4 2025 Jan 09, 2026
Parallel Advisors, LLC History Reduced 865 9 0.0% 0.0% 250 -1,331 -60.61% Q4 2025 Feb 11, 2026
True Wealth Design, LLC History Reduced 824 9 0.0% 0.0% 251 -481 -36.86% Q4 2025 Jan 08, 2026
Covestor Ltd History Added to 600 7 0.0% 0.0% 252 +16 2.74% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 580 6 0.0% 0.0% 253 +465 404.35% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Added to 487 5 0.0% 0.0% 254 +262 116.44% Q4 2025 Feb 03, 2026
Spire Wealth Management History New 433 4 0.0% 256 +433 New Q4 2025 Jan 14, 2026
Versant Capital Management, Inc History Added to 413 4 0.0% 0.0% 255 +97 30.7% Q4 2025 Jan 08, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 307 3 0.0% 0.0% 257 -100,780 -99.7% Q4 2025 Jan 15, 2026
SIGNATUREFD, LLC History Reduced 322 3 0.0% 0.0% 259 -648 -66.8% Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History Reduced 278 3 0.0% 0.0% 260 -404 -59.24% Q4 2025 Jan 28, 2026
Sankala Group LLC History New 306 3 0.0% 263 +306 New Q4 2025 Mar 02, 2026
T. Rowe Price Investment Management, Inc. History Added to 201 3 0.0% 0.0% 261 +136 209.23% Q4 2025 Feb 19, 2026
Quent Capital, LLC History Added to 323 3 0.0% 0.0% 262 +66 25.68% Q4 2025 Jan 29, 2026
MAI Capital Management History Added to 305 3 0.0% 0.0% 258 +27 9.71% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Reduced 178 2 0.0% 0.01% 267 -61,623 -99.71% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 204 2 0.0% 0.0% 264 -410 -66.78% Q4 2025 Jan 07, 2026
Meramec Financial Planners, LLC History New 247 2 0.0% 270 +247 New Q4 2025 Feb 10, 2026
North Star Investment Management Corp. History New 230 2 0.0% 265 +230 New Q4 2025 Jan 30, 2026
Red Tortoise LLC History New 211 2 0.0% 269 +211 New Q4 2025 Jan 22, 2026
Clearstead Trust, LLC History Added to 191 2 0.0% 0.0% 268 +38 24.84% Q4 2025 Feb 09, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 187 2 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 03, 2026
CBIZ Investment Advisory Services, LLC History New 173 1 0.0% 273 +173 New Q4 2025 Feb 09, 2026
Rachor Investment Advisory Services, LLC History New 102 1 0.0% 275 +102 New Q4 2025 Jan 30, 2026
Bruce G. Allen Investments, LLC History Added to 118 1 0.0% 274 +91 337.04% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Added to 88 1 0.0% 272 +77 700.0% Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History Added to 139 1 0.0% 0.0% 276 +54 63.53% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 90 1 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 03, 2026
Arohi Asset Management PTE Ltd. History Closed out 0 0 5.21% -1,717,770 -100.0% Q3 2025 Nov 14, 2025
Sunriver Management LLC History Closed out 0 0 1.98% -1,523,175 -100.0% Q3 2025 Nov 13, 2025
ALTA FOX CAPITAL MANAGEMENT, LLC History Closed out 0 0 3.29% -1,231,900 -100.0% Q3 2025 Nov 14, 2025
LONDON CO OF VIRGINIA History Closed out 0 0 0.06% -891,672 -100.0% Q3 2025 Nov 14, 2025
COOPER CREEK PARTNERS MANAGEMENT LLC History Closed out 0 0 0.29% -780,741 -100.0% Q3 2025 Nov 14, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.02% -560,712 -100.0% Q3 2025 Nov 12, 2025
G2 Investment Partners Management LLC History Closed out 0 0 1.21% -500,000 -100.0% Q3 2025 Nov 14, 2025
Fortress Investment Group LLC History Closed out 0 0 0.75% -473,152 -100.0% Q3 2025 Nov 14, 2025
Walleye Capital LLC History Closed out 0 0 0.02% -440,547 -100.0% Q3 2025 Nov 14, 2025
KORNITZER CAPITAL MANAGEMENT INC /KS History Closed out 0 0 0.1% -419,814 -100.0% Q3 2025 Oct 31, 2025
Jump Financial, LLC History Closed out 0 0 0.05% -345,475 -100.0% Q3 2025 Nov 13, 2025
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 0.54% -210,000 -100.0% Q3 2025 Nov 03, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.1% -206,634 -100.0% Q3 2025 Nov 14, 2025
Magnetar Financial LLC History Closed out 0 0 0.01% -179,557 -100.0% Q3 2025 Nov 13, 2025
Andra AP-fonden History Closed out 0 0 0.02% -157,720 -100.0% Q3 2025 Nov 12, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.02% -128,599 -100.0% Q3 2025 Nov 14, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.24% -118,475 -100.0% Q3 2025 Nov 13, 2025
Bullseye Asset Management LLC History Closed out 0 0 0.67% -107,055 -100.0% Q3 2025 Nov 13, 2025
BEACONLIGHT CAPITAL, LLC History Closed out 0 0 0.55% -93,163 -100.0% Q3 2025 Nov 14, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -86,932 -100.0% Q3 2025 Nov 13, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -85,509 -100.0% Q3 2025 Nov 14, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.3% -85,280 -100.0% Q3 2025 Nov 14, 2025
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -73,627 -100.0% Q3 2025 Nov 13, 2025
BLAIR WILLIAM & CO/IL History Closed out 0 0 0.0% -72,071 -100.0% Q3 2025 Nov 12, 2025
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 3.91% -68,083 -100.0% Q3 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -65,250 -100.0% Q3 2025 Nov 12, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.11% -57,760 -100.0% Q3 2025 Nov 12, 2025
HAMILTON LANE ADVISORS LLC History Closed out 0 0 0.35% -50,614 -100.0% Q3 2025 Oct 07, 2025
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.0% -44,940 -100.0% Q3 2025 Nov 13, 2025
NATIXIS History Closed out 0 0 0.0% -43,910 -100.0% Q3 2025 Nov 14, 2025
Sender Co & Partners, Inc. History Closed out 0 0 0.06% -43,176 -100.0% Q3 2025 Nov 17, 2025
CLUNE & ASSOCIATES, LTD. History Closed out 0 0 0.13% -42,617 -100.0% Q3 2025 Oct 17, 2025
Woodline Partners LP History Closed out 0 0 0.0% -39,103 -100.0% Q3 2025 Nov 14, 2025
111 Capital History Closed out 0 0 0.09% -37,858 -100.0% Q3 2025 Nov 12, 2025
Horizon Investments, LLC History Closed out 0 0 0.01% -36,773 -100.0% Q3 2025 Nov 14, 2025
PharVision Advisers, LLC History Closed out 0 0 0.22% -32,733 -100.0% Q3 2025 Nov 17, 2025
Alpine Global Management, LLC History Closed out 0 0 0.07% -28,316 -100.0% Q3 2025 Nov 21, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -27,578 -100.0% Q3 2025 Nov 14, 2025
Brooklyn Investment Group History Closed out 0 0 0.05% -26,039 -100.0% Q3 2025 Nov 14, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.03% -25,165 -100.0% Q3 2025 Nov 14, 2025
DC Investments Management, LLC History Closed out 0 0 0.12% -25,093 -100.0% Q3 2025 Nov 10, 2025
Parkwood LLC History Closed out 0 0 0.03% -24,909 -100.0% Q3 2025 Nov 14, 2025
Summit Global Investments History Closed out 0 0 0.02% -22,581 -100.0% Q3 2025 Nov 03, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -22,151 -100.0% Q3 2025 Oct 30, 2025
Versor Investments LP History Closed out 0 0 0.05% -22,000 -100.0% Q3 2025 Nov 06, 2025
Corient Private Wealth LLC History Closed out 0 0 0.0% -21,730 -100.0% Q3 2025 Nov 14, 2025
RBF Capital, LLC History Closed out 0 0 0.01% -18,000 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -17,878 -100.0% Q3 2025 Oct 14, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.04% -14,508 -100.0% Q3 2025 Nov 14, 2025
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 0.0% -13,561 -100.0% Q3 2025 Oct 31, 2025
Values First Advisors, Inc. History Closed out 0 0 0.08% -12,754 -100.0% Q3 2025 Oct 21, 2025
Caerus Investment Advisors, LLC History Closed out 0 0 0.06% -11,383 -100.0% Q3 2025 Nov 20, 2025
BAILARD, INC. History Closed out 0 0 0.0% -10,700 -100.0% Q3 2025 Oct 30, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.01% -10,400 -100.0% Q3 2025 Nov 14, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.03% -6,825 -100.0% Q3 2025 Dec 15, 2025
Quarry LP History Closed out 0 0 0.01% -5,472 -100.0% Q3 2025 Nov 14, 2025
Atlantic Union Bankshares Corp History Closed out 0 0 0.0% -4,257 -100.0% Q3 2025 Nov 04, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.02% -1,933 -100.0% Q3 2025 Nov 19, 2025
Fortitude Family Office, LLC History Closed out 0 0 0.0% -259 -100.0% Q3 2025 Oct 17, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -216 -100.0% Q3 2025 Nov 14, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 0.0% -213 -100.0% Q3 2025 Oct 16, 2025
Larson Financial Group LLC History Reduced 63 0 0.0% -196 -75.68% Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Closed out 0 0 -157 -100.0% Q3 2025 Nov 04, 2025
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 0.0% -96 -100.0% Q3 2025 Nov 03, 2025
Root Financial Partners, LLC History Reduced 12 0 0.0% -75 -86.21% Q4 2025 Feb 10, 2026
TD PRIVATE CLIENT WEALTH LLC History New 66 0 +66 New Q4 2025 Feb 05, 2026
SJS Investment Consulting Inc. History New 52 0 +52 New Q4 2025 Jan 21, 2026
ASSETMARK, INC History Reduced 10 0 -47 -82.46% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 45 0 +43 2150.0% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Closed out 0 0 -38 -100.0% Q3 2025 Oct 16, 2025
TFC Financial Management, Inc. History Closed out 0 0 -34 -100.0% Q3 2025 Oct 24, 2025
Advisory Services Network, LLC History Closed out 0 0 -33 -100.0% Q3 2025 Nov 18, 2025
Sunbelt Securities, Inc. History Reduced 72 0 0.0% -32 -30.77% Q4 2025 Feb 20, 2026
Ankerstar Wealth, LLC History New 32 0 +32 New Q4 2025 Feb 12, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 3 0 -27 -90.0% Q4 2025 Feb 23, 2026
JFS WEALTH ADVISORS, LLC History Reduced 10 0 -25 -71.43% Q4 2025 Jan 14, 2026
Ancora Advisors LLC History Reduced 27 0 -22 -44.9% Q4 2025 Feb 17, 2026
Kilter Group LLC History Closed out 0 0 -19 -100.0% Q3 2025 Feb 06, 2026
SouthState Bank Corp History New 15 0 +15 New Q4 2025 Feb 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 15 0 +15 New Q4 2025 Feb 06, 2026
Physician Wealth Advisors, Inc. History Added to 49 0 +10 25.64% Q4 2025 Jan 29, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -10 -100.0% Q3 2025 Nov 12, 2025
Elyxium Wealth, LLC History New 8 0 +8 New Q4 2025 Feb 05, 2026
Rialto Wealth Management, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 07, 2025
GILPIN WEALTH MANAGEMENT, LLC History New 6 0 +6 New Q4 2025 Feb 11, 2026
DiNuzzo Private Wealth, Inc. History Reduced 1 0 -5 -83.33% Q4 2025 Jan 16, 2026
Dunhill Financial, LLC History New 3 0 +3 New Q4 2025 Jan 29, 2026
Keating Financial Advisory Services, Inc. History New 2 0 +2 New Q4 2025 Feb 09, 2026
Cloud Capital Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 03, 2025
HFM Investment Advisors, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 12, 2025
Bay Harbor Wealth Management, LLC History Reduced 1 0 -1 -50.0% Q4 2025 Feb 02, 2026
Bell Investment Advisors, Inc History No change 49 0 0 0.0% Q4 2025 Feb 24, 2026
Abound Wealth Management History No change 8 0 0 0.0% Q4 2025 Jan 12, 2026