ECOPETROL S.A. - EC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 3,108,070 | 31,142 | 0.0% | 0.0% | 1 | -53,764 | -1.7% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,635,858 | 26,411 | 0.01% | 0.0% | 2 | +2,385,298 | 951.99% | Q4 2025 | Feb 17, 2026 |
| Fundamenta Capital S.A. | History | New | 2,009,495 | 20,135 | 13.8% | — | 3 | +2,009,495 | New | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | Added to | 1,527,623 | 15,306 | 0.0% | 0.0% | 4 | +172,919 | 12.76% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,407,890 | 14,107 | 0.0% | 0.0% | 5 | +41,075 | 3.01% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,328,004 | 13,306 | 0.02% | 0.01% | 6 | +861,738 | 184.82% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 954,206 | 9,561 | 0.0% | 0.0% | 7 | +380,687 | 66.38% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 935,639 | 9,375 | 0.0% | 0.0% | 8 | +64,614 | 7.42% | Q4 2025 | Mar 25, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 690,567 | 6,919 | 0.0% | 0.0% | 9 | +189,118 | 37.71% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 645,378 | 6,466 | 0.0% | 0.0% | 10 | -48,783 | -7.03% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 583,350 | 5,845 | 0.0% | 0.0% | 11 | +69,697 | 13.57% | Q4 2025 | Feb 13, 2026 |
| Truffle Hound Capital, LLC | History | No change | 550,000 | 5,511 | 1.44% | 1.42% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 477,900 | 4,788 | 0.01% | 0.01% | 13 | +206,000 | 75.76% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 469,130 | 4,700 | 0.0% | 0.0% | 14 | -146,662 | -23.82% | Q4 2025 | Jan 29, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 445,260 | 4,461 | 0.0% | 0.0% | 15 | -10,959 | -2.4% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 322,887 | 3,235 | 0.0% | 0.0% | 16 | +11,847 | 3.81% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 264,665 | 2,651 | 0.0% | 0.01% | 17 | -256,089 | -49.18% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 258,500 | 2,590 | 0.0% | 0.0% | 18 | -82,353 | -24.16% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 253,376 | 2,538 | 0.01% | 0.01% | 19 | -32,723 | -11.44% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 236,586 | 2,370 | 0.01% | 0.0% | 20 | +112,953 | 91.36% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 217,902 | 2,183 | 0.03% | 0.04% | 21 | -123,978 | -36.26% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 194,787 | 1,951 | 0.0% | 0.0% | 22 | +26,407 | 15.68% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 192,239 | 1,926 | 0.05% | 0.06% | 23 | -49,283 | -20.41% | Q4 2025 | Feb 03, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 186,771 | 1,871 | 0.02% | 0.02% | 24 | -9,529 | -4.85% | Q4 2025 | Feb 03, 2026 |
| Stokes Family Office, LLC | History | Reduced | 170,308 | 1,706 | 0.16% | 0.19% | 25 | -42,500 | -19.97% | Q4 2025 | Feb 18, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 155,914 | 1,562 | 0.0% | 0.0% | 26 | -39,676 | -20.29% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 141,239 | 1,415 | 0.0% | 0.0% | 27 | -8,231 | -5.51% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 135,611 | 1,358 | 0.0% | 0.0% | 28 | -5,617 | -3.98% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 127,910 | 1,281 | 0.03% | 0.01% | 29 | +117,105 | 1083.8% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 127,251 | 1,275 | 0.0% | 0.0% | 30 | +2,366 | 1.89% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 124,309 | 1,245 | 0.01% | 0.01% | 31 | +37,943 | 43.93% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 120,697 | 1,209 | 0.11% | 0.11% | 32 | -626 | -0.52% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 119,784 | 1,200 | 0.0% | 0.0% | 33 | +2,036 | 1.73% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 49,554 | 1,098 | 0.0% | — | 34 | +49,554 | New | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 108,759 | 1,070 | 0.05% | 0.04% | 35 | +73,961 | 212.54% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 106,545 | 1,067 | 0.0% | 0.0% | 36 | +31,360 | 41.71% | Q4 2025 | Feb 11, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Reduced | 100,000 | 1,002 | 0.02% | 0.04% | 37 | -100,000 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 99,796 | 999 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CWA Asset Management Group, LLC | History | New | 98,905 | 991 | 0.04% | — | 40 | +98,905 | New | Q4 2025 | Jan 07, 2026 |
| BARCLAYS PLC | History | Added to | 98,919 | 991 | 0.0% | 0.0% | 39 | +98,519 | 24629.75% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 92,148 | 923 | 0.01% | 0.01% | 41 | -5,764 | -5.89% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 82,345 | 825 | 0.0% | 0.0% | 42 | +58,054 | 238.99% | Q4 2025 | Feb 10, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 79,400 | 795 | 0.0% | 0.0% | 43 | +36,200 | 83.8% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 70,020 | 701 | 0.0% | 0.0% | 44 | -846 | -1.19% | Q4 2025 | Feb 19, 2026 |
| Kerrisdale Advisers, LLC | History | No change | 67,555 | 676 | 0.32% | 0.32% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glenorchy Capital Ltd | History | Added to | 62,487 | 626 | 0.04% | 0.08% | 46 | +2,944 | 4.94% | Q4 2025 | Jan 30, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 59,765 | 598 | 0.01% | 0.01% | 47 | -18,965 | -24.09% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 59,079 | 591 | 0.0% | 0.0% | 48 | -1,190 | -1.97% | Q4 2025 | Feb 11, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 3,900 | 562 | 0.14% | 0.16% | 49 | -73,300 | -94.95% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 53,704 | 538 | 0.0% | 0.0% | 50 | +6,854 | 14.63% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 51,186 | 512 | 0.03% | 0.02% | 51 | -39 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Added to | 47,240 | 473 | 0.0% | 0.0% | 52 | +214 | 0.46% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 46,002 | 460 | 0.0% | 0.0% | 53 | -4,970 | -9.75% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 45,891 | 459 | 0.0% | 0.0% | 54 | -16,852 | -26.86% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 42,874 | 423 | 0.0% | — | 55 | +42,874 | New | Q4 2025 | Feb 13, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Added to | 41,000 | 410 | 0.12% | 0.12% | 56 | +2,000 | 5.13% | Q4 2025 | Feb 02, 2026 |
| Squarepoint Ops LLC | History | Added to | 40,588 | 406 | 0.0% | 0.0% | 57 | +16,514 | 68.6% | Q4 2025 | Feb 13, 2026 |
| Massar Capital Management, LP | History | Reduced | 40,000 | 400 | 0.04% | 0.29% | 58 | -200,000 | -83.33% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 38,079 | 381 | 0.01% | 0.0% | 59 | +32,672 | 604.25% | Q4 2025 | Feb 10, 2026 |
| R Squared Ltd | History | Added to | 35,907 | 359 | 0.17% | 0.12% | 61 | +6,444 | 21.87% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 35,836 | 359 | 0.0% | 0.0% | 60 | +3,738 | 11.65% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 35,541 | 356 | 0.0% | 0.0% | 62 | +4,403 | 14.14% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 35,151 | 352 | 0.0% | 0.0% | 63 | +6,078 | 20.91% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 33,602 | 336 | 0.0% | 0.0% | 64 | -1,184 | -3.4% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | No change | 32,650 | 327 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Walleye Trading LLC | History | Added to | 31,000 | 310 | 0.0% | 0.0% | 66 | +20,800 | 203.92% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 29,936 | 299 | 0.02% | 0.01% | 67 | +4,692 | 18.59% | Q4 2025 | Jan 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 20,000 | 264 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 26,244 | 262 | 0.03% | 0.03% | 69 | +173 | 0.66% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 24,473 | 245 | 0.0% | 0.0% | 70 | +10,709 | 77.8% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 22,844 | 228 | 0.0% | — | 71 | +22,844 | New | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 22,416 | 224 | 0.0% | 0.0% | 72 | -7,326 | -24.63% | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 21,730 | 217 | 0.03% | 0.02% | 73 | +550 | 2.6% | Q4 2025 | Jan 26, 2026 |
| Jain Global LLC | History | Reduced | 21,268 | 213 | 0.0% | 0.0% | 74 | -9,000 | -29.73% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 20,207 | 202 | 0.08% | — | 75 | +20,207 | New | Q4 2025 | Feb 12, 2026 |
| JBF Capital, Inc. | History | No change | 20,000 | 200 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 19,511 | 195 | 0.0% | 0.0% | 77 | -29,821 | -60.45% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 19,324 | 193 | 0.0% | 0.0% | 78 | +1,247 | 6.9% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 18,259 | 182 | 0.0% | 0.0% | 79 | +2,772 | 17.9% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,146 | 161 | 0.0% | 0.0% | 80 | -8,401 | -34.22% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 15,503 | 155 | 0.02% | — | 81 | +15,503 | New | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 15,059 | 150 | 0.01% | 0.01% | 82 | -18 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 14,754 | 147 | 0.0% | 0.0% | 83 | +13,266 | 891.53% | Q4 2025 | Jan 16, 2026 |
| Metis Global Partners, LLC | History | No change | 14,554 | 145 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 14,247 | 143 | 0.03% | — | 85 | +14,247 | New | Q4 2025 | Feb 13, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 14,200 | 142 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,003 | 140 | 0.01% | 0.0% | 87 | +35 | 0.25% | Q4 2025 | Jan 21, 2026 |
| Ballentine Partners, LLC | History | Added to | 13,676 | 137 | 0.0% | 0.0% | 88 | +2,079 | 17.93% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,395 | 134 | 0.0% | 0.0% | 89 | +9,080 | 210.43% | Q4 2025 | Feb 17, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 13,032 | 130 | 0.11% | — | 90 | +13,032 | New | Q4 2025 | Mar 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 12,853 | 128 | 0.0% | 0.0% | 91 | -348 | -2.64% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 11,689 | 117 | 0.0% | — | 92 | +11,689 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,609 | 116 | 0.0% | — | 93 | +11,609 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 11,556 | 115 | 0.0% | — | 94 | +11,556 | New | Q4 2025 | Feb 11, 2026 |
| Sage Investment Counsel LLC | History | No change | 11,500 | 115 | 0.13% | 0.12% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11,297 | 113 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 18,158 | 112 | 0.01% | — | 97 | +18,158 | New | Q4 2025 | Feb 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 10,828 | 108 | 0.0% | 0.0% | 98 | -1,525 | -12.35% | Q4 2025 | Jan 05, 2026 |
| NOMURA HOLDINGS INC | History | New | 10,100 | 101 | 0.0% | — | 99 | +10,100 | New | Q4 2025 | Feb 17, 2026 |
| O'Brien Greene & Co. Inc | History | New | 10,000 | 100 | 0.03% | — | 100 | +10,000 | New | Q4 2025 | Feb 05, 2026 |
| Straight Path Wealth Management | History | No change | 10,000 | 100 | 0.03% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 8,988 | 90 | 0.03% | 0.02% | 102 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Inspire Investing, LLC | History | New | 8,766 | 87 | 0.01% | — | 103 | +8,766 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 8,455 | 84 | 0.0% | 0.03% | 104 | -181,653 | -95.55% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 7,477 | 74 | 0.0% | 0.0% | 105 | +168 | 2.3% | Q4 2025 | Jan 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 6,874 | 69 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,852 | 58 | 0.0% | 0.0% | 107 | +246 | 4.39% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,833 | 48 | 0.0% | 0.0% | 108 | +2,016 | 71.57% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,777 | 47 | 0.0% | 0.0% | 109 | +692 | 16.94% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,648 | 46 | 0.0% | 0.0% | 110 | +243 | 5.52% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,898 | 39 | 0.0% | 0.0% | 111 | +2,685 | 221.35% | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,585 | 35 | 0.0% | 0.0% | 112 | -100 | -2.71% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 3,218 | 32 | 0.0% | 0.0% | 113 | -220,853 | -98.56% | Q4 2025 | Feb 13, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | Reduced | 3,107 | 31 | 0.01% | 0.01% | 114 | -11,604 | -78.88% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Added to | 2,568 | 25 | 0.0% | 0.0% | 116 | +1,928 | 301.25% | Q4 2025 | Jan 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 25,000 | 25 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Added to | 2,266 | 22 | 0.0% | 0.0% | 117 | +766 | 51.07% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,781 | 17 | 0.0% | 0.0% | 118 | -288 | -13.92% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,734 | 17 | 0.0% | 0.0% | 119 | +205 | 13.41% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 1,564 | 15 | 0.0% | — | 120 | +1,564 | New | Q4 2025 | Feb 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,272 | 12 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Reduced | 817 | 8 | 0.0% | 0.0% | 122 | -298 | -26.73% | Q4 2025 | Jan 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 500 | 5 | 0.0% | — | 124 | +500 | New | Q4 2025 | Feb 19, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Triumph Capital Management | History | New | 300 | 3 | 0.0% | — | 126 | +300 | New | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | New | 288 | 3 | 0.0% | — | 125 | +288 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 330 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 215 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 154 | 1 | 0.0% | 0.0% | 129 | -2,630 | -94.47% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 116 | 1 | 0.0% | — | 130 | +116 | New | Q4 2025 | Feb 13, 2026 |
| Militia Capital Partners, LP | History | Closed out | 0 | 0 | — | 2.13% | — | -500,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Empirical Finance, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -423,622 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -423,622 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -362,904 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -253,797 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,273 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| St. Louis Financial Planners Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -19,494 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Virtus Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,163 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,724 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -18,248 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,357 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Carrera Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -13,718 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Larson Financial Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -1,492 | -99.93% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -379 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Eurizon Capital SGR S.p.A. | History | New | 76 | 0 | — | — | — | +76 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Feb 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 72 | 0 | — | — | — | -12 | -14.29% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 19, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Leonteq Securities AG | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |