Elanco Animal Health Inc - ELAN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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
DODGE & COX History Reduced 79,084,305 1,789,677 0.97% 0.9% 1 -3,675,532 -4.44% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 52,196,321 1,181,202 0.06% 0.07% 2 -13,161,059 -20.14% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 48,059,731 1,087,591 0.02% 0.01% 3 -526,977 -1.08% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 46,335,397 1,048,570 0.02% 0.02% 4 +156,895 0.34% Q4 2025 Feb 12, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 46,214,088 1,045,824 0.79% 0.77% 5 -3,744,068 -7.49% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 25,082,545 567,621 0.12% 0.11% 6 +373,869 1.51% Q4 2025 Feb 12, 2026
T. Rowe Price Investment Management, Inc. History Reduced 16,736,665 378,751 0.24% 0.39% 7 -14,773,349 -46.88% Q4 2025 Feb 19, 2026
STATE STREET CORP History Reduced 15,050,538 340,593 0.01% 0.01% 8 -195,245 -1.28% Q4 2025 Feb 13, 2026
Black Creek Investment Management Inc. History Reduced 11,061,216 250,315 12.42% 11.85% 9 -1,421,245 -11.39% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 9,425,533 213,342 0.01% 0.01% 10 +640,098 7.29% Q4 2025 Feb 09, 2026
UBS Group AG History Reduced 8,677,844 196,379 0.03% 0.05% 11 -7,790,304 -47.31% Q4 2025 Jan 29, 2026
MILLENNIUM MANAGEMENT LLC History Added to 8,586,707 194,317 0.08% 0.05% 12 +2,953,876 52.44% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 8,286,608 187,525 0.01% 0.01% 13 -1,979,297 -19.28% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 7,263,162 164,369 0.14% 14 +7,263,162 New Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 6,093,489 137,895 0.04% 0.04% 15 -990,365 -13.98% Q4 2025 Feb 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 5,771,622 130,611 0.44% 0.34% 16 +799,745 16.09% Q4 2025 Feb 18, 2026
Clearbridge Investments, LLC History Reduced 5,672,645 128,371 0.1% 0.09% 17 -224,953 -3.81% Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 4,789,037 108,375 0.02% 0.0% 18 +3,690,735 336.04% Q4 2025 Feb 19, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 4,313,086 97,605 0.33% 0.32% 19 -723,061 -14.36% Q4 2025 Feb 11, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 4,201,864 95,088 0.72% 0.96% 20 -1,737,653 -29.26% Q4 2025 Feb 11, 2026
NORTHERN TRUST CORP History Reduced 4,108,908 92,984 0.01% 0.01% 21 -182,710 -4.26% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 3,917,326 88,649 0.01% 0.02% 22 -1,165,154 -22.92% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 3,914,814 88,592 0.02% 0.02% 23 -1,216,302 -23.7% Q4 2025 Feb 10, 2026
JUPITER ASSET MANAGEMENT LTD History Reduced 3,633,794 82,232 0.66% 0.64% 24 -83,055 -2.23% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 3,540,728 80,126 0.01% 0.01% 25 -378,411 -9.66% Q4 2025 Feb 13, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History Reduced 3,365,704 76,165 4.02% 5.58% 26 -3,030,845 -47.38% Q4 2025 Feb 17, 2026
Douglas Lane & Associates, LLC History Reduced 3,048,092 68,978 0.95% 0.97% 27 -396,176 -11.5% Q4 2025 Jan 22, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 2,796,753 63,292 0.01% 0.0% 28 +2,378,455 568.6% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Reduced 2,626,449 59,436 0.04% 0.05% 29 -1,347,898 -33.91% Q4 2025 Jan 30, 2026
BOWEN HANES & CO INC History Added to 2,623,770 59,376 1.49% 1.19% 30 +259,000 10.95% Q4 2025 Feb 10, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 2,576,502 58,306 0.62% 0.52% 31 -304,175 -10.56% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 2,571,703 58,197 0.1% 0.08% 32 +192,312 8.08% Q4 2025 Feb 12, 2026
Artemis Investment Management LLP History New 2,461,018 55,692 0.67% 33 +2,461,018 New Q4 2025 Feb 02, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,434,183 55,085 0.0% 0.0% 34 +210,496 9.47% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,252,961 50,984 0.02% 0.0% 35 +2,193,391 3682.04% Q4 2025 Feb 10, 2026
Capital World Investors History No change 2,078,888 47,045 0.01% 0.01% 36 0 0.0% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 1,833,968 41,502 0.08% 0.07% 37 +613,445 50.26% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 1,814,143 41,054 0.0% 0.0% 38 -104,193 -5.43% Q4 2025 Feb 11, 2026
BlackBarn Capital Partners LP History Added to 1,700,000 38,471 2.53% 1.08% 39 +950,000 126.67% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Added to 1,602,451 36,263 0.03% 0.02% 40 +516,628 47.58% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 1,587,709 35,929 0.0% 0.0% 41 +206,566 14.96% Q4 2025 Mar 25, 2026
Redwood Grove Capital, LLC History Added to 1,557,000 35,234 10.05% 8.11% 42 +150,000 10.66% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 1,520,371 34,405 0.01% 0.01% 43 -14,900 -0.97% Q4 2025 Feb 13, 2026
NORGES BANK History New 1,432,394 32,415 0.0% 44 +1,432,394 New Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,402,444 31,737 0.01% 0.01% 45 +98,286 7.54% Q4 2025 Feb 18, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,390,845 31,474 0.01% 0.0% 46 +105,851 8.24% Q4 2025 Feb 17, 2026
ASR Vermogensbeheer N.V. History Reduced 1,327,373 30,037 0.35% 0.39% 47 -282,820 -17.56% Q4 2025 Feb 03, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,292,236 29,243 0.01% 0.01% 48 +26,034 2.06% Q4 2025 Feb 02, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 1,281,074 28,990 0.84% 0.97% 49 -328,696 -20.42% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 1,243,684 28,144 0.02% 0.02% 50 -76,086 -5.77% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 1,086,098 24,578 0.03% 0.05% 51 -964,189 -47.03% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 1,059,700 23,981 0.02% 0.03% 52 -683,589 -39.21% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 979,592 22,168 0.01% 0.01% 53 +16,700 1.73% Q4 2025 Feb 12, 2026
DDD Partners, LLC History Reduced 927,018 20,978 1.34% 2.24% 54 -826,351 -47.13% Q4 2025 Jan 22, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 866,097 19,599 0.01% 0.01% 55 -24,151 -2.71% Q4 2025 Feb 12, 2026
VAN ECK ASSOCIATES CORP History Added to 862,010 19,507 0.02% 0.01% 56 +63,554 7.96% Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 815,325 18,450 0.03% 57 +815,325 New Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 781,231 17,679 0.0% 0.0% 58 -155,211 -16.57% Q4 2025 Feb 09, 2026
ExodusPoint Capital Management, LP History New 763,331 17,274 0.14% 59 +763,331 New Q4 2025 Feb 17, 2026
DAVIDSON INVESTMENT ADVISORS History Reduced 680,867 15,408 0.64% 0.77% 60 -223,234 -24.69% Q4 2025 Jan 27, 2026
SEI INVESTMENTS CO History Added to 674,672 15,267 0.02% 0.01% 61 +148,606 28.25% Q4 2025 Feb 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 671,063 15,186 0.12% 0.07% 62 +298,923 80.33% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 635,155 14,373 0.0% 0.0% 63 +15,063 2.43% Q4 2025 Feb 17, 2026
Hardman Johnston Global Advisors LLC History New 630,840 14,275 0.68% 64 +630,840 New Q4 2025 Jan 23, 2026
AMERIPRISE FINANCIAL INC History Reduced 622,450 14,086 0.0% 0.0% 65 -5,128 -0.82% Q4 2025 Feb 17, 2026
Retirement Systems of Alabama History Reduced 596,317 13,494 0.04% 0.04% 66 -4,360 -0.73% Q4 2025 Jan 15, 2026
Weiss Asset Management LP History Added to 580,943 13,146 0.18% 0.28% 67 +540,563 1338.69% Q4 2025 Feb 17, 2026
Treasurer of the State of North Carolina History Added to 563,177 12,745 0.04% 0.02% 68 +210,529 59.7% Q4 2025 Feb 13, 2026
Old West Investment Management, LLC History Added to 499,348 11,300 2.02% 2.09% 69 +47,118 10.42% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Reduced 494,926 11,200 0.11% 0.12% 70 -107,638 -17.86% Q4 2025 Feb 09, 2026
DANSKE BANK A/S History Reduced 483,979 10,952 0.03% 0.02% 71 -729 -0.15% Q4 2025 Feb 02, 2026
STEADFAST CAPITAL MANAGEMENT LP History New 473,200 10,708 0.18% 72 +473,200 New Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 469,303 10,620 0.01% 0.01% 73 -496 -0.11% Q4 2025 Feb 17, 2026
Woodline Partners LP History Reduced 462,390 10,463 0.04% 0.35% 74 -3,207,113 -87.4% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 457,663 10,356 0.01% 0.01% 75 +14,491 3.27% Q4 2025 Feb 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 429,231 9,713 0.02% 0.02% 76 -30,477 -6.63% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 415,889 9,411 0.01% 0.02% 77 -275,887 -39.88% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 411,485 9,311 0.0% 0.0% 78 -317,809 -43.58% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 402,899 9,125 0.01% 0.01% 79 +100,095 33.06% Q4 2025 Jan 28, 2026
Defilade Capital Management, L.P. History New 401,283 9,081 1.23% 80 +401,283 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 385,916 8,733 0.0% 0.0% 81 +11,936 3.19% Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Reduced 366,992 8,305 0.07% 0.08% 82 -100,493 -21.5% Q4 2025 Feb 12, 2026
Channing Capital Management, LLC History Reduced 346,926 7,850 0.2% 0.27% 83 -158,265 -31.33% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 332,574 7,526 0.0% 0.0% 84 +3,679 1.12% Q4 2025 Feb 13, 2026
Dana Investment Advisors, Inc. History Reduced 331,656 7,505 0.22% 0.22% 85 -43,983 -11.71% Q4 2025 Feb 05, 2026
Holocene Advisors, LP History Reduced 329,191 7,449 0.02% 0.1% 86 -1,763,863 -84.27% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 323,949 7,330 0.03% 0.0% 87 +305,734 1678.47% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 321,548 7,276 0.03% 88 +321,548 New Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 306,175 6,928 0.0% 0.0% 89 +194,117 173.23% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 304,351 6,887 0.03% 0.02% 90 +26,274 9.45% Q4 2025 Jan 29, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 297,950 6,742 0.02% 0.01% 91 -20,506 -6.44% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 291,055 6,587 0.01% 0.01% 92 +17,794 6.51% Q4 2025 Jan 30, 2026
Russell Investments Group, Ltd. History Added to 289,966 6,562 0.01% 0.01% 93 +8,691 3.09% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 286,424 6,481 0.01% 0.01% 94 +3,367 1.19% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 285,444 6,458 0.01% 0.01% 95 -64,890 -18.52% Q4 2025 Feb 13, 2026
TWINBEECH CAPITAL LP History New 280,500 6,347 0.45% 96 +280,500 New Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 273,015 6,178 0.05% 0.04% 97 +10,734 4.09% Q4 2025 Jan 14, 2026
Squarepoint Ops LLC History New 272,072 6,156 0.01% 98 +272,072 New Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 267,098 6,044 0.0% 0.0% 99 +163,998 159.07% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 264,845 5,993 0.0% 0.0% 100 +42 0.02% Q4 2025 Feb 10, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 262,554 5,941 0.02% 0.0% 101 +233,038 789.53% Q4 2025 Feb 13, 2026
Integral Health Asset Management, LLC History Reduced 250,000 5,657 0.28% 1.09% 102 -550,000 -68.75% Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History Added to 242,953 5,498 0.25% 0.22% 103 +2,968 1.24% Q4 2025 Feb 02, 2026
MetLife Investment Management, LLC History Reduced 242,705 5,492 0.03% 0.02% 104 -12,571 -4.92% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 226,991 5,136 0.0% 0.0% 106 +8,948 4.1% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Added to 226,969 5,136 0.04% 0.03% 105 +389 0.17% Q4 2025 Feb 05, 2026
JANUS HENDERSON GROUP PLC History No change 215,400 4,873 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 214,563 4,855 0.01% 0.01% 108 -19,993 -8.52% Q4 2025 Feb 05, 2026
Skylands Capital, LLC History Reduced 213,600 4,833 0.66% 0.82% 109 -81,600 -27.64% Q4 2025 Jan 30, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 211,458 4,785 0.0% 0.0% 110 -29,222 -12.14% Q4 2025 Feb 13, 2026
Estate Counselors, LLC History No change 210,633 4,766 0.4% 0.36% 111 0 0.0% Q4 2025 Feb 02, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 208,278 4,713 0.04% 0.04% 112 -10,620 -4.85% Q4 2025 Feb 13, 2026
PFM Health Sciences, LP History New 207,311 4,691 0.47% 113 +207,311 New Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 206,924 4,682 0.0% 114 +206,924 New Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 206,782 4,679 0.05% 0.05% 115 -22,660 -9.88% Q4 2025 Feb 10, 2026
IMC-Chicago, LLC History Added to 206,200 4,666 0.0% 0.0% 116 +64,000 45.01% Q4 2025 Jan 29, 2026
PHILADELPHIA TRUST CO History Reduced 203,310 4,601 0.32% 0.31% 117 -12,423 -5.76% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 201,269 4,554 0.0% 0.0% 118 -49,397 -19.71% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 201,070 4,550 0.0% 0.0% 119 +10,448 5.48% Q4 2025 Feb 17, 2026
Informed Momentum Co LLC History New 189,481 4,287 0.48% 120 +189,481 New Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 183,310 4,148 0.0% 0.0% 121 +19,338 11.79% Q4 2025 Feb 11, 2026
Phocas Financial Corp. History Reduced 182,755 4,135 0.54% 0.57% 122 -37,204 -16.91% Q4 2025 Jan 26, 2026
State of New Jersey Common Pension Fund D History Added to 180,820 4,091 0.01% 0.01% 123 +3,783 2.14% Q4 2025 Jan 30, 2026
LPL Financial LLC History Added to 180,482 4,084 0.0% 0.0% 124 +1,818 1.02% Q4 2025 Feb 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 164,399 3,971 0.04% 0.04% 125 -3,734 -2.22% Q4 2025 Jan 21, 2026
Robeco Institutional Asset Management B.V. History New 174,412 3,946 0.01% 126 +174,412 New Q4 2025 Jan 23, 2026
Private Advisor Group, LLC History Reduced 171,097 3,871 0.02% 0.02% 127 -5,274 -2.99% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 169,504 3,836 0.01% 128 +169,504 New Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Added to 167,187 3,783 0.08% 0.1% 129 +7,866 4.94% Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK OF OMAHA History New 162,209 3,691 0.11% 130 +162,209 New Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 160,812 3,639 0.0% 0.0% 131 -8,438 -4.99% Q4 2025 Feb 02, 2026
GROUP ONE TRADING LLC History Reduced 159,714 3,614 0.01% 0.01% 132 -35,486 -18.18% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 159,645 3,612 0.01% 0.01% 133 +5,906 3.84% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 157,756 3,570 0.0% 134 +157,756 New Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 156,415 3,539 0.01% 0.01% 135 +17,503 12.6% Q4 2025 Jan 27, 2026
State of Tennessee, Department of Treasury History Added to 146,658 3,531 0.01% 0.01% 136 +11,012 8.12% Q4 2025 Feb 18, 2026
Thrive Capital Management, LLC History New 156,009 3,530 0.79% 137 +156,009 New Q4 2025 Feb 09, 2026
Twin Tree Management, LP History Added to 153,900 3,482 0.03% 0.01% 138 +11,000 7.7% Q4 2025 Feb 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 153,000 3,463 0.03% 0.02% 139 +43,000 39.09% Q4 2025 Jan 29, 2026
Gotham Asset Management, LLC History Added to 149,106 3,374 0.01% 0.01% 140 +37,202 33.24% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 148,400 3,358 0.01% 0.01% 141 +12,200 8.96% Q4 2025 Feb 06, 2026
Arizona State Retirement System History Reduced 139,544 3,157 0.02% 0.02% 142 -7,419 -5.05% Q4 2025 Jan 28, 2026
Louisiana State Employees Retirement System History Reduced 137,500 3,111 0.05% 0.05% 143 -800 -0.58% Q4 2025 Jan 16, 2026
GABELLI FUNDS LLC History New 132,100 2,989 0.02% 144 +132,100 New Q4 2025 Feb 05, 2026
SAPIENT CAPITAL LLC History Reduced 130,449 2,968 0.04% 0.04% 145 -4,310 -3.2% Q4 2025 Feb 05, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 129,527 2,931 0.09% 0.08% 146 -2,142 -1.63% Q4 2025 Feb 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 125,929 2,849 0.13% 147 +125,929 New Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 124,336 2,813 0.01% 0.01% 148 -3,170 -2.49% Q4 2025 Feb 10, 2026
Peak Retirement Planning, Inc. History New 121,770 2,755 0.65% 149 +121,770 New Q4 2025 Feb 10, 2026
Campbell & CO Investment Adviser LLC History New 120,585 2,728 0.13% 150 +120,585 New Q4 2025 Feb 12, 2026
FIL Ltd History New 119,198 2,697 0.0% 151 +119,198 New Q4 2025 Feb 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 117,400 2,656 0.01% 0.01% 152 -900 -0.76% Q4 2025 Jan 29, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 117,173 2,651 0.02% 0.01% 153 +38,150 48.28% Q4 2025 Feb 04, 2026
D. E. Shaw & Co., Inc. History Reduced 116,968 2,646 0.0% 0.0% 154 -72,436 -38.24% Q4 2025 Feb 17, 2026
S&CO INC History Reduced 111,284 2,518 0.16% 0.17% 155 -30,000 -21.23% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 111,166 2,515 0.03% 0.03% 156 +428 0.39% Q4 2025 Feb 05, 2026
MAVERICK CAPITAL LTD History Added to 106,593 2,412 0.03% 0.01% 157 +75,278 240.39% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 106,200 2,403 0.01% 0.01% 158 +1,900 1.82% Q4 2025 Jan 28, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 103,761 2,348 0.18% 0.24% 159 -49,302 -32.21% Q4 2025 Jan 20, 2026
Creative Planning History Added to 102,075 2,309 0.0% 0.0% 160 +19,351 23.39% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 101,082 2,287 0.0% 0.0% 161 -99 -0.1% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 100,817 2,281 0.0% 0.0% 162 +40,810 68.01% Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 165,381 2,272 0.0% 0.0% 163 +90,993 122.32% Q4 2025 Mar 09, 2026
Summit Trail Advisors, LLC History Added to 99,671 2,255 0.04% 0.02% 164 +16,129 19.31% Q4 2025 Feb 17, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 99,200 2,245 0.07% 0.06% 165 0 0.0% Q4 2025 Feb 10, 2026
Independent Advisor Alliance History Added to 99,028 2,241 0.05% 0.05% 166 +1,003 1.02% Q4 2025 Feb 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 98,800 2,235 0.03% 0.03% 167 -1,200 -1.2% Q4 2025 Feb 04, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 97,803 2,213 0.01% 0.0% 168 +26,129 36.46% Q4 2025 Jan 30, 2026
SG Americas Securities, LLC History Reduced 95,525 2,162 0.0% 0.01% 169 -32,403 -25.33% Q4 2025 Jan 09, 2026
BANK OF MONTREAL /CAN/ History Reduced 95,311 2,156 0.0% 0.0% 170 -19,082 -16.68% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 91,686 2,074 0.02% 0.01% 171 +7,283 8.63% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Reduced 91,059 2,060 0.06% 0.06% 172 -2,070 -2.22% Q4 2025 Feb 11, 2026
KBC Group NV History No change 90,146 2,040 0.0% 0.0% 173 0 0.0% Q4 2025 Jan 26, 2026
FRANKLIN RESOURCES INC History Added to 88,459 2,001 0.0% 0.0% 174 +34,476 63.86% Q4 2025 Feb 11, 2026
NATIXIS History New 84,747 1,917 0.01% 175 +84,747 New Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 81,248 1,838 0.02% 0.02% 176 +8,086 11.05% Q4 2025 Feb 13, 2026
BAMCO INC /NY/ History New 80,000 1,810 0.0% 177 +80,000 New Q4 2025 Feb 17, 2026
Ally Financial Inc. History No change 79,000 1,787 0.22% 0.2% 178 0 0.0% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 78,610 1,778 0.0% 0.0% 179 +17,657 28.97% Q4 2025 Feb 18, 2026
Walleye Capital LLC History Added to 78,100 1,767 0.01% 0.0% 180 +49,535 173.41% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Added to 76,467 1,730 0.0% 0.0% 181 +4,578 6.37% Q4 2025 Jan 29, 2026
Hedges Asset Management LLC History Reduced 76,000 1,719 1.21% 1.18% 182 -500 -0.65% Q4 2025 Jan 27, 2026
Quartz Partners, LLC History Added to 74,774 1,692 0.63% 0.52% 183 +4,055 5.73% Q4 2025 Feb 13, 2026
Pacer Advisors, Inc. History Reduced 73,242 1,657 0.0% 0.0% 184 -11,845 -13.92% Q4 2025 Feb 24, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 72,065 1,630 0.0% 0.0% 185 +425 0.59% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 69,343 1,569 0.01% 186 +69,343 New Q4 2025 Feb 17, 2026
Cinctive Capital Management LP History Reduced 69,323 1,568 0.08% 0.11% 187 -48,916 -41.37% Q4 2025 Feb 17, 2026
ARMISTICE CAPITAL, LLC History New 68,208 1,543 0.02% 188 +68,208 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 68,117 1,541 0.0% 0.0% 189 -30,683 -31.06% Q4 2025 Feb 12, 2026
Man Group plc History New 67,407 1,525 0.0% 190 +67,407 New Q4 2025 Feb 17, 2026
Cohen Capital Management, Inc. History Reduced 66,557 1,506 0.23% 0.21% 191 -1,445 -2.12% Q4 2025 Jan 20, 2026
Jackson Creek Investment Advisors LLC History New 65,370 1,479 0.44% 192 +65,370 New Q4 2025 Feb 09, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 64,698 1,464 0.01% 0.01% 193 -3,860 -5.63% Q4 2025 Jan 28, 2026
Ethic Inc. History Added to 63,914 1,446 0.02% 0.02% 194 +7,660 13.62% Q4 2025 Feb 03, 2026
Rockefeller Capital Management L.P. History Reduced 61,004 1,380 0.0% 0.0% 195 -8,521 -12.26% Q4 2025 Mar 16, 2026
BROWN ADVISORY INC History New 59,612 1,349 0.0% 196 +59,612 New Q4 2025 Feb 13, 2026
Focus Partners Wealth History New 58,984 1,334 0.0% 197 +58,984 New Q4 2025 Feb 13, 2026
Williamson Legacy Group, LLC History New 58,758 1,329 1.04% 198 +58,758 New Q4 2025 Feb 09, 2026
Cetera Investment Advisers History Added to 55,976 1,266 0.0% 0.0% 199 +12,906 29.97% Q4 2025 Feb 17, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Reduced 55,900 1,265 0.29% 0.27% 200 -3,500 -5.89% Q4 2025 Feb 04, 2026
CreativeOne Wealth, LLC History New 55,679 1,260 0.03% 201 +55,679 New Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History New 54,807 1,240 0.0% 202 +54,807 New Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 52,868 1,196 0.02% 0.03% 203 +652 1.25% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 52,135 1,179 0.02% 0.01% 204 +32,634 167.35% Q4 2025 Jan 28, 2026
Illinois Municipal Retirement Fund History Reduced 51,694 1,169 0.01% 0.02% 205 -35,525 -40.73% Q4 2025 Feb 11, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 51,429 1,163 0.48% 0.45% 206 -2,002 -3.75% Q4 2025 Jan 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 51,158 1,158 0.0% 0.0% 207 0 0.0% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 49,774 1,126 0.01% 0.0% 208 +28,855 137.94% Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History Reduced 49,275 1,115 0.01% 0.01% 209 -3,890 -7.32% Q4 2025 Jan 23, 2026
Amundi History New 48,705 1,102 0.0% 210 +48,705 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 47,461 1,074 0.03% 211 +47,461 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 47,325 1,070 0.03% 0.01% 212 +34,400 266.15% Q4 2025 Feb 17, 2026
XPONANCE LLC History Reduced 46,973 1,062 0.01% 0.01% 213 -9,308 -16.54% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 46,240 1,046 0.0% 0.0% 214 +3,311 7.71% Q4 2025 Feb 11, 2026
CSM Advisors, LLC History Reduced 45,680 1,034 0.03% 0.04% 215 -17,860 -28.11% Q4 2025 Feb 11, 2026
Walleye Trading LLC History Added to 44,100 997 0.0% 0.0% 216 +31,524 250.67% Q4 2025 Feb 13, 2026
Values First Advisors, Inc. History Reduced 43,943 994 0.52% 0.57% 217 -9,224 -17.35% Q4 2025 Jan 30, 2026
Atria Investments, Inc History Reduced 43,573 986 0.01% 0.01% 219 -6,311 -12.65% Q4 2025 Feb 05, 2026
US BANCORP \DE\ History Reduced 43,613 986 0.0% 0.0% 218 -197 -0.45% Q4 2025 Jan 30, 2026
NATIXIS ADVISORS, LLC History New 43,485 984 0.0% 220 +43,485 New Q4 2025 Feb 10, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 43,386 981 0.0% 0.0% 221 +78 0.18% Q4 2025 Jan 15, 2026
Tidal Investments LLC History Added to 43,335 980 0.0% 0.0% 222 +9,599 28.45% Q4 2025 Feb 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 41,903 948 0.01% 223 +41,903 New Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Added to 41,726 944 0.0% 0.0% 224 +4,999 13.61% Q4 2025 Feb 17, 2026
Institute for Wealth Management, LLC. History Reduced 41,010 928 0.1% 0.09% 225 -506 -1.22% Q4 2025 Jan 27, 2026
ALGERT GLOBAL LLC History New 40,100 907 0.01% 226 +40,100 New Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 38,761 877 0.0% 0.0% 227 +5,593 16.86% Q4 2025 Feb 12, 2026
WINNOW WEALTH LLC History Added to 37,963 873 0.64% 228 +37,949 271064.29% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 38,460 870 0.02% 0.02% 229 0 0.0% Q4 2025 Feb 09, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 38,300 866 0.0% 0.01% 230 -136,400 -78.08% Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History Added to 37,839 856 0.01% 0.01% 231 +152 0.4% Q4 2025 Feb 12, 2026
Cerity Partners LLC History New 36,292 821 0.0% 232 +36,292 New Q4 2025 Feb 11, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 36,210 819 0.03% 0.02% 233 -998 -2.68% Q4 2025 Feb 04, 2026
Swiss Life Asset Management Ltd History New 35,491 803 0.0% 234 +35,491 New Q4 2025 Feb 04, 2026
CHOREO, LLC History Reduced 35,070 798 0.01% 0.01% 236 -2,763 -7.3% Q4 2025 Jan 23, 2026
COMMERCE BANK History No change 35,268 798 0.0% 0.0% 235 0 0.0% Q4 2025 Feb 13, 2026
CASTLEARK MANAGEMENT LLC History New 34,510 780 0.02% 237 +34,510 New Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History Added to 34,270 775 0.04% 0.04% 238 +3,071 9.84% Q4 2025 Jan 21, 2026
HighTower Advisors, LLC History Added to 32,929 745 0.0% 0.0% 239 +13,024 65.43% Q4 2025 Feb 06, 2026
Resonant Capital Advisors, LLC History Reduced 31,753 718 0.04% 0.04% 240 -1,070 -3.26% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Added to 31,645 716 0.0% 0.0% 241 +10,875 52.36% Q4 2025 Feb 03, 2026
Ensign Peak Advisors, Inc History Reduced 31,510 713 0.0% 0.0% 242 -57,200 -64.48% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 31,082 703 0.02% 0.0% 243 +23,878 331.45% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Reduced 30,664 693 0.08% 0.08% 244 -382 -1.23% Q4 2025 Jan 09, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 30,101 681 0.16% 245 +30,101 New Q4 2025 Feb 13, 2026
BRASADA CAPITAL MANAGEMENT, LP History New 30,010 679 0.11% 246 +30,010 New Q4 2025 Feb 13, 2026
Brookstone Capital Management History New 29,373 664 0.01% 247 +29,373 New Q4 2025 Jan 15, 2026
Diametric Capital, LP History New 29,349 664 0.18% 248 +29,349 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 27,857 662 0.0% 0.0% 249 +11,580 71.14% Q4 2025 Jan 08, 2026
ProShare Advisors LLC History Reduced 29,196 660 0.0% 0.0% 251 -2,584 -8.13% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Reduced 29,175 660 0.01% 0.01% 250 -1,252 -4.11% Q4 2025 Feb 13, 2026
Northwest & Ethical Investments L.P. History Added to 28,709 653 0.01% 0.01% 252 +4,969 20.93% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History New 27,660 625 0.0% 253 +27,660 New Q4 2025 Jan 26, 2026
Elo Mutual Pension Insurance Co History New 26,884 608 0.01% 254 +26,884 New Q4 2025 Feb 12, 2026
WEST MICHIGAN ADVISORS, LLC History New 26,290 594 0.14% 255 +26,290 New Q4 2025 Jan 28, 2026
Utah Retirement Systems History No change 26,100 590 0.01% 0.01% 256 0 0.0% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History No change 25,921 586 0.01% 0.01% 257 0 0.0% Q4 2025 Feb 17, 2026
M&T BANK CORP History Added to 24,490 554 0.0% 0.0% 258 +5,032 25.86% Q4 2025 Jan 30, 2026
&PARTNERS History Reduced 24,507 554 0.0% 0.0% 259 -4,005 -14.05% Q4 2025 Feb 17, 2026
Central Pacific Bank - Trust Division History Reduced 24,150 546 0.07% 0.06% 260 -350 -1.43% Q4 2025 Jan 07, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 24,000 543 0.02% 0.02% 261 0 0.0% Q4 2025 Jan 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 23,875 540 0.0% 0.0% 262 +954 4.16% Q4 2025 Feb 06, 2026
Jefferies Financial Group Inc. History New 23,411 529 0.0% 263 +23,411 New Q4 2025 Feb 09, 2026
GUGGENHEIM CAPITAL LLC History New 23,221 525 0.0% 264 +23,221 New Q4 2025 Feb 17, 2026
Kera Capital Partners, Inc. History Added to 21,735 523 0.06% 0.04% 265 +9,595 79.04% Q4 2025 Feb 23, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 22,974 519 0.0% 0.01% 266 -44,415 -65.91% Q4 2025 Jan 28, 2026
PROFUND ADVISORS LLC History Reduced 22,811 516 0.02% 0.02% 267 -4,347 -16.01% Q4 2025 Feb 06, 2026
Bridgewater Associates, LP History New 22,158 501 0.0% 268 +22,158 New Q4 2025 Feb 13, 2026
Forum Financial Management, LP History Added to 22,016 498 0.01% 0.01% 269 +177 0.81% Q4 2025 Jan 27, 2026
Whalen Wealth Management Inc. History New 21,482 486 0.26% 270 +21,482 New Q4 2025 Jan 20, 2026
Sapience Investments, LLC History Reduced 21,387 483 1.82% 1.9% 271 -2,746 -11.38% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Added to 21,312 482 0.01% 0.01% 272 +4,876 29.67% Q4 2025 Feb 19, 2026
HSBC HOLDINGS PLC History Reduced 21,129 478 0.0% 0.0% 273 -2,048 -8.84% Q4 2025 Mar 20, 2026
Probity Advisors, Inc. History Reduced 21,080 477 0.08% 0.07% 275 -408 -1.9% Q4 2025 Jan 27, 2026
Argent Trust Co History No change 21,094 477 0.02% 0.02% 274 0 0.0% Q4 2025 Feb 10, 2026
Legacy Capital Group California, Inc. History Added to 20,988 474 0.11% 0.1% 276 +632 3.1% Q4 2025 Jan 28, 2026
Inscription Capital, LLC History New 20,099 454 0.05% 277 +20,099 New Q4 2025 Jan 29, 2026
ADAR1 Capital Management, LLC History New 20,000 452 0.03% 278 +20,000 New Q4 2025 Feb 18, 2026
RMR Wealth Builders History No change 19,773 447 0.04% 0.03% 279 0 0.0% Q4 2025 Jan 29, 2026
Rafferty Asset Management, LLC History Reduced 19,326 437 0.0% 0.0% 280 -1,056 -5.18% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History New 19,035 430 0.0% 281 +19,035 New Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History New 18,987 429 0.0% 282 +18,987 New Q4 2025 Feb 13, 2026
BLACKHILL CAPITAL INC History Reduced 18,891 427 0.02% 0.02% 283 -912 -4.61% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Reduced 18,832 425 0.0% 0.0% 284 -897 -4.55% Q4 2025 Jan 27, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 18,555 419 0.02% 285 +18,555 New Q4 2025 Feb 09, 2026
SYON CAPITAL LLC History Added to 18,155 410 0.02% 0.01% 286 +7,548 71.16% Q4 2025 Feb 11, 2026
Measured Wealth Private Client Group, LLC History New 17,447 394 0.1% 287 +17,447 New Q4 2025 Feb 10, 2026
North Dakota State Investment Board History New 17,368 393 0.01% 288 +17,368 New Q4 2025 Feb 05, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 17,250 390 0.02% 0.02% 289 0 0.0% Q4 2025 Feb 03, 2026
SHELTON CAPITAL MANAGEMENT History No change 17,168 388 0.01% 0.01% 290 0 0.0% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 16,874 381 0.0% 0.0% 291 -18,201 -51.89% Q4 2025 Feb 17, 2026
Empowered Funds, LLC History Reduced 16,576 375 0.01% 0.0% 292 -171 -1.02% Q4 2025 Feb 18, 2026
Linscomb Wealth, Inc. History Added to 16,398 371 0.02% 0.01% 293 +50 0.31% Q4 2025 Feb 10, 2026
Harvest Fund Management Co., Ltd History Reduced 16,183 366 0.01% 0.05% 294 -43,134 -72.72% Q4 2025 Feb 11, 2026
Brooklyn Investment Group History New 16,037 363 0.02% 295 +16,037 New Q4 2025 Feb 12, 2026
Claret Asset Management Corp History Reduced 16,014 362 0.04% 0.04% 296 -38 -0.24% Q4 2025 Feb 11, 2026
PCM Encore, LLC History New 15,888 359 0.08% 297 +15,888 New Q4 2025 Feb 13, 2026
CIBC Asset Management Inc History No change 15,695 355 0.0% 0.0% 298 0 0.0% Q4 2025 Feb 10, 2026
CENTAURUS FINANCIAL, INC. History New 15,459 350 0.02% 299 +15,459 New Q4 2025 Feb 13, 2026
State of Wyoming History Reduced 15,435 349 0.04% 0.05% 300 -4,210 -21.43% Q4 2025 Feb 11, 2026
MTM Investment Management, LLC History No change 15,268 345 0.11% 0.1% 301 0 0.0% Q4 2025 Feb 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 15,116 342 0.01% 302 +15,116 New Q4 2025 Jan 16, 2026
Chicago Partners Investment Group LLC History Reduced 13,856 338 0.01% 0.01% 303 -736 -5.04% Q4 2025 Jan 28, 2026
BAM Wealth Management, LLC History New 14,432 326 0.24% 304 +14,432 New Q4 2025 Jan 20, 2026
BFSG, LLC History Reduced 14,106 319 0.03% 0.03% 305 -1,867 -11.69% Q4 2025 Jan 22, 2026
MACKENZIE FINANCIAL CORP History Added to 14,013 318 0.0% 0.0% 306 +3,064 27.98% Q4 2025 Feb 18, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 13,978 316 0.01% 0.01% 307 +1,676 13.62% Q4 2025 Jan 27, 2026
PINKERTON WEALTH, LLC History New 13,936 315 0.03% 308 +13,936 New Q4 2025 Feb 06, 2026
Fifth Third Wealth Advisors LLC History Added to 13,694 309 0.01% 0.01% 309 +31 0.23% Q4 2025 Jan 15, 2026
Optas, LLC History Reduced 13,632 308 0.05% 0.05% 310 -1,036 -7.06% Q4 2025 Jan 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 13,451 304 0.0% 0.0% 311 -8,305 -38.17% Q4 2025 Feb 12, 2026
INCEPTIONR LLC History New 13,353 302 0.08% 312 +13,353 New Q4 2025 Feb 11, 2026
Baker Avenue Asset Management, LP History New 13,250 299 0.01% 313 +13,250 New Q4 2025 Feb 10, 2026
Bayesian Capital Management, LP History Reduced 12,900 291 0.67% 0.08% 314 -5,900 -31.38% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 12,744 288 0.0% 0.0% 315 -6,938 -35.25% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 12,561 284 0.0% 0.0% 316 +8,725 227.45% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Reduced 12,199 276 0.0% 0.0% 317 -793 -6.1% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History New 12,000 271 0.0% 318 +12,000 New Q4 2025 Feb 13, 2026
JAG CAPITAL MANAGEMENT, LLC History New 11,974 270 0.03% 319 +11,974 New Q4 2025 Feb 06, 2026
SHERMAN PORFOLIOS, LLC History New 11,829 267 0.02% 320 +11,829 New Q4 2025 Feb 17, 2026
ARISTEIA CAPITAL, L.L.C. History Reduced 11,791 266 0.01% 0.01% 322 -7,521 -38.94% Q4 2025 Feb 17, 2026
STRS OHIO History Added to 11,788 266 0.0% 0.0% 321 +21 0.18% Q4 2025 Feb 02, 2026
GAMMA Investing LLC History Added to 11,691 264 0.01% 0.01% 323 +2,972 34.09% Q4 2025 Jan 05, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 11,600 262 0.04% 0.03% 324 0 0.0% Q4 2025 Jan 21, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 11,402 258 0.01% 0.01% 325 -142 -1.23% Q4 2025 Feb 06, 2026
Centiva Capital, LP History New 11,350 256 0.0% 326 +11,350 New Q4 2025 Feb 13, 2026
MOKAN Wealth Management Inc. History New 11,293 255 0.11% 327 +11,293 New Q4 2025 Jan 26, 2026
Meeder Advisory Services, Inc. History Added to 11,235 254 0.01% 0.01% 328 +510 4.76% Q4 2025 Feb 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 11,215 253 0.0% 329 +11,215 New Q4 2025 Feb 09, 2026
HB Wealth Management, LLC History Added to 11,184 253 0.0% 0.0% 330 +359 3.32% Q4 2025 Jan 28, 2026
Vident Advisory, LLC History Reduced 11,092 251 0.0% 0.0% 331 -5,869 -34.6% Q4 2025 Feb 18, 2026
Pinnacle Wealth Planning Services, Inc. History No change 10,709 242 0.03% 0.03% 332 0 0.0% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History New 10,395 235 0.0% 333 +10,395 New Q4 2025 Feb 17, 2026
CERTUITY, LLC History New 10,247 231 0.01% 334 +10,247 New Q4 2025 Jan 30, 2026
Versant Capital Management, Inc History Added to 10,164 230 0.03% 0.01% 335 +5,528 119.24% Q4 2025 Jan 08, 2026
Laird Norton Wetherby Trust Company, LLC History New 10,096 228 0.0% 336 +10,096 New Q4 2025 Feb 17, 2026
First Bank & Trust History New 9,874 223 0.04% 337 +9,874 New Q4 2025 Jan 12, 2026
Legacy Wealth Asset Management, LLC History New 9,825 222 0.05% 341 +9,825 New Q4 2025 Jan 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 9,835 222 0.0% 0.0% 338 +3,492 55.05% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Reduced 9,828 222 0.0% 0.0% 340 -1,494 -13.2% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 9,823 222 0.0% 0.0% 339 +101 1.04% Q4 2025 Jan 26, 2026
Crossmark Global Holdings, Inc. History New 9,676 218 0.0% 342 +9,676 New Q4 2025 Feb 03, 2026
Concurrent Investment Advisors, LLC History New 9,458 214 0.0% 343 +9,458 New Q4 2025 Jan 29, 2026
Werba Rubin Papier Wealth Management History New 9,456 213 0.06% 345 +9,456 New Q4 2025 Jan 27, 2026
Savant Capital, LLC History New 9,428 213 0.0% 344 +9,428 New Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 9,248 209 0.0% 0.0% 346 +7,330 382.17% Q4 2025 Feb 12, 2026
KOTLER KEVIN History New 9,072 205 0.05% 347 +9,072 New Q4 2025 Feb 17, 2026
WESTPORT ASSET MANAGEMENT INC History No change 10,000 201 0.08% 0.08% 348 0 0.0% Q4 2025 Feb 04, 2026
LOM Asset Management Ltd History New 8,574 194 0.06% 349 +8,574 New Q4 2025 Jan 23, 2026
Allworth Financial LP History New 8,130 183 0.0% 350 +8,130 New Q4 2025 Feb 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 7,700 174 0.0% 0.0% 351 0 0.0% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Added to 7,591 171 0.0% 0.0% 352 +6,028 385.67% Q4 2025 Feb 06, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 7,500 169 0.0% 0.0% 353 +6,700 837.5% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 7,409 168 0.0% 0.0% 354 +2,092 39.35% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History New 7,414 167 0.0% 355 +7,414 New Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 7,112 160 0.0% 0.0% 356 -346 -4.64% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Added to 7,060 159 0.0% 0.0% 357 +392 5.88% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 6,394 144 0.0% 0.0% 358 +400 6.67% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 6,200 140 0.01% 0.01% 359 -362 -5.52% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 6,083 137 0.0% 0.0% 360 +18 0.3% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Reduced 5,863 132 0.0% 0.0% 361 -50 -0.85% Q4 2025 Jan 28, 2026
UMB Bank, n.a. History Added to 5,609 126 0.0% 0.0% 362 +1,358 31.95% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Reduced 5,448 123 0.01% 0.01% 363 -505 -8.48% Q4 2025 Feb 09, 2026
Eurizon Capital SGR S.p.A. History New 5,408 122 0.0% 365 +5,408 New Q4 2025 Feb 10, 2026
Battery Global Advisors, LLC History New 1,434 122 0.06% 364 +1,434 New Q4 2025 Feb 13, 2026
Covestor Ltd History Reduced 4,168 94 0.05% 0.07% 366 -2,191 -34.46% Q4 2025 Feb 06, 2026
NKCFO LLC History No change 3,740 85 0.02% 0.02% 367 0 0.0% Q4 2025 Feb 02, 2026
Spire Wealth Management History Reduced 3,619 81 0.0% 0.0% 368 -2,732 -43.02% Q4 2025 Jan 14, 2026
Clearstead Advisors, LLC History Reduced 3,236 73 0.0% 0.0% 369 -13,762 -80.96% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 3,089 69 0.0% 0.0% 371 +938 43.61% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History Added to 3,069 69 0.0% 0.0% 370 +169 5.83% Q4 2025 Feb 02, 2026
Arax Advisory Partners History Added to 2,889 65 0.0% 0.0% 372 +273 10.44% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History No change 2,401 54 0.0% 0.0% 373 0 0.0% Q4 2025 Jan 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 2,165 48 0.0% 0.0% 374 -44,398 -95.35% Q4 2025 Feb 11, 2026
Torren Management, LLC History New 2,039 46 0.02% 375 +2,039 New Q4 2025 Jan 30, 2026
FNY Investment Advisers, LLC History No change 2,000 45 0.01% 0.01% 376 0 0.0% Q4 2025 Jan 16, 2026
Uniplan Investment Counsel, Inc. History New 1,831 41 0.0% 377 +1,831 New Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 1,759 39 0.0% 0.0% 378 +592 50.73% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Added to 1,704 38 0.0% 0.0% 379 +194 12.85% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 1,580 36 0.0% 0.0% 380 +442 38.84% Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Reduced 1,529 34 0.0% 0.0% 382 -2,407 -61.15% Q4 2025 Jan 16, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 1,526 34 0.0% 0.0% 381 0 0.0% Q4 2025 Feb 03, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,436 32 0.0% 0.0% 383 +6 0.42% Q4 2025 Jan 07, 2026
SJS Investment Consulting Inc. History Added to 1,391 31 0.0% 0.0% 384 +6 0.43% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 1,282 30 0.0% 0.0% 385 -739 -36.57% Q4 2025 Jan 26, 2026
Smartleaf Asset Management LLC History Added to 1,259 28 0.0% 0.0% 386 +131 11.61% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,095 24 0.0% 0.0% 387 -787 -41.82% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 1,096 24 0.0% 0.0% 388 +627 133.69% Q4 2025 Feb 18, 2026
Copeland Capital Management, LLC History No change 983 22 0.0% 0.0% 389 0 0.0% Q4 2025 Jan 29, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 892 20 0.01% 0.01% 390 0 0.0% Q4 2025 Jan 30, 2026
ASSETMARK, INC History Added to 871 19 0.0% 0.0% 391 +117 15.52% Q4 2025 Jan 23, 2026
Ancora Advisors LLC History New 753 17 0.0% 392 +753 New Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History New 717 16 0.0% 393 +717 New Q4 2025 Feb 09, 2026
Steigerwald, Gordon & Koch Inc. History Added to 717 16 0.0% 0.0% 394 +167 30.36% Q4 2025 Jan 23, 2026
MAI Capital Management History Added to 677 15 0.0% 0.0% 395 +303 81.02% Q4 2025 Feb 13, 2026
Bollard Group LLC History No change 621 14 0.0% 0.0% 396 0 0.0% Q4 2025 Feb 13, 2026
Private Wealth Management Group, LLC History No change 648 14 0.0% 0.0% 397 0 0.0% Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History No change 577 13 0.0% 0.0% 398 0 0.0% Q4 2025 Jan 28, 2026
SageView Advisory Group, LLC History New 539 12 0.0% 401 +539 New Q4 2025 Feb 17, 2026
LRI Investments, LLC History New 539 12 0.0% 402 +539 New Q4 2025 Feb 04, 2026
Larson Financial Group LLC History Added to 558 12 0.0% 0.0% 400 +393 238.18% Q4 2025 Feb 06, 2026
SouthState Bank Corp History Reduced 545 12 0.0% 0.0% 399 -55 -9.17% Q4 2025 Feb 11, 2026
Murphy & Mullick Capital Management Corp History Added to 536 12 0.01% 0.01% 403 +36 7.2% Q4 2025 Feb 10, 2026
BROWN BROTHERS HARRIMAN & CO History New 530 11 0.0% 404 +530 New Q4 2025 Feb 12, 2026
True Wealth Design, LLC History Added to 496 11 0.0% 0.0% 407 +178 55.97% Q4 2025 Jan 08, 2026
IFP Advisors, Inc History Reduced 491 11 0.0% 0.0% 406 -99 -16.78% Q4 2025 Feb 06, 2026
TD Capital Management LLC History No change 511 11 0.0% 0.0% 405 0 0.0% Q4 2025 Feb 26, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 446 10 0.0% 0.0% 409 -470 -51.31% Q4 2025 Jan 15, 2026
North Star Investment Management Corp. History No change 460 10 0.0% 0.0% 408 0 0.0% Q4 2025 Jan 30, 2026
JFS WEALTH ADVISORS, LLC History Added to 402 9 0.0% 0.0% 411 +189 88.73% Q4 2025 Jan 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 420 9 0.0% 0.0% 410 +23 5.79% Q4 2025 Feb 03, 2026
Red Tortoise LLC History No change 408 9 0.0% 0.0% 412 0 0.0% Q4 2025 Jan 22, 2026
AdvisorNet Financial, Inc History Added to 357 8 0.0% 0.0% 413 +25 7.53% Q4 2025 Jan 20, 2026
Keating Financial Advisory Services, Inc. History New 290 6 0.0% 423 +290 New Q4 2025 Feb 09, 2026
Strengthening Families & Communities, LLC History New 267 6 0.0% 421 +267 New Q4 2025 Feb 03, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 305 6 0.0% 0.0% 418 +90 41.86% Q4 2025 Feb 09, 2026
Bell Investment Advisors, Inc History Added to 286 6 0.0% 0.0% 419 +22 8.33% Q4 2025 Feb 24, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 300 6 0.0% 0.0% 414 0 0.0% Q4 2025 Jan 23, 2026
MOTCO History No change 300 6 0.0% 0.0% 415 0 0.0% Q4 2025 Feb 06, 2026
MV CAPITAL MANAGEMENT, INC. History No change 290 6 0.0% 0.0% 416 0 0.0% Q4 2025 Feb 23, 2026
Clearstead Trust, LLC History No change 267 6 0.0% 0.0% 417 0 0.0% Q4 2025 Feb 09, 2026
Quent Capital, LLC History No change 299 6 0.0% 0.0% 420 0 0.0% Q4 2025 Jan 29, 2026
Sachetta, LLC History No change 273 6 0.0% 0.0% 422 0 0.0% Q4 2025 Feb 02, 2026
ORG Partners LLC History New 253 5 0.0% 424 +253 New Q4 2025 Jan 14, 2026
Elyxium Wealth, LLC History New 231 5 0.0% 425 +231 New Q4 2025 Feb 05, 2026
WPG Advisers, LLC History Added to 222 5 0.0% 0.0% 426 +8 3.74% Q4 2025 Jan 28, 2026
CENTRAL TRUST Co History New 181 4 0.0% 427 +181 New Q4 2025 Feb 02, 2026
High Note Wealth, LLC History New 178 4 0.0% 428 +178 New Q4 2025 Feb 05, 2026
Fortitude Family Office, LLC History Added to 197 4 0.0% 0.0% 429 +59 42.75% Q4 2025 Jan 15, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History New 210 3 0.0% 432 +210 New Q4 2025 Jan 28, 2026
Sankala Group LLC History New 150 3 0.0% 438 +150 New Q4 2025 Mar 02, 2026
Global Trust Asset Management, LLC History New 149 3 0.0% 433 +149 New Q4 2025 Jan 20, 2026
ST GERMAIN D J CO INC History New 147 3 0.0% 431 +147 New Q4 2025 Jan 29, 2026
Rosenberg Matthew Hamilton History New 139 3 0.0% 435 +139 New Q4 2025 Jan 05, 2026
Signature Equity Partners, LLC History New 138 3 0.0% 437 +138 New Q4 2025 Feb 17, 2026
MEEDER ASSET MANAGEMENT INC History Added to 161 3 0.0% 0.0% 430 +5 3.21% Q4 2025 Feb 11, 2026
CNB Bank History No change 144 3 0.0% 0.0% 434 0 0.0% Q4 2025 Feb 11, 2026
Bruce G. Allen Investments, LLC History No change 171 3 0.0% 0.0% 436 0 0.0% Q4 2025 Feb 10, 2026
Manchester Capital Management LLC History New 119 2 0.0% 440 +119 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 116 2 0.0% 439 +76 190.0% Q4 2025 Feb 10, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 124 2 0.0% 0.0% 444 +63 103.28% Q4 2025 Jan 09, 2026
DiNuzzo Private Wealth, Inc. History Added to 100 2 0.0% 0.0% 445 +22 28.21% Q4 2025 Jan 16, 2026
Cornerstone Planning Group LLC History Reduced 101 2 0.0% 0.0% 443 -3 -2.88% Q4 2025 Feb 02, 2026
ROSS\JOHNSON & Associates LLC History Reduced 89 2 0.04% 0.02% 448 -3 -3.26% Q4 2025 Feb 12, 2026
Tradewinds Capital Management, LLC History No change 132 2 0.0% 0.0% 441 0 0.0% Q4 2025 Jan 14, 2026
Avion Wealth History No change 118 2 0.0% 0.0% 442 0 0.0% Q4 2025 Jan 23, 2026
Bare Financial Services, Inc History No change 99 2 0.0% 0.0% 446 0 0.0% Q4 2025 Feb 06, 2026
Wealth Watch Advisors, INC History No change 107 2 0.0% 0.0% 447 0 0.0% Q4 2025 Feb 17, 2026
SHP Wealth Management History New 84 1 0.0% 456 +84 New Q4 2025 Mar 04, 2026
J.Safra Asset Management Corp History Reduced 82 1 0.0% 0.0% 450 -77 -48.43% Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Reduced 53 1 0.0% 0.0% 458 -64 -54.7% Q4 2025 Feb 03, 2026
JNBA Financial Advisors History New 62 1 0.0% 452 +62 New Q4 2025 Jan 26, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 55 1 0.0% 449 +55 New Q4 2025 Feb 11, 2026
Cornerstone Financial Management LLC History New 50 1 0.0% 462 +50 New Q4 2025 Feb 13, 2026
Bay Harbor Wealth Management, LLC History Added to 58 1 0.0% 454 +24 70.59% Q4 2025 Feb 02, 2026
Rialto Wealth Management, LLC History Added to 86 1 0.0% 0.0% 461 +15 21.13% Q4 2025 Jan 12, 2026
Principia Wealth Advisory, LLC History Added to 67 1 0.0% 0.0% 460 +2 3.08% Q4 2025 Feb 10, 2026
Leonteq Securities AG History No change 88 1 0.0% 0.0% 451 0 0.0% Q4 2025 Feb 06, 2026
Grove Bank & Trust History No change 57 1 0.0% 0.0% 453 0 0.0% Q4 2025 Jan 08, 2026
CVA Family Office, LLC History No change 77 1 0.0% 0.0% 455 0 0.0% Q4 2025 Jan 12, 2026
Addison Advisors LLC History No change 68 1 0.0% 0.0% 457 0 0.0% Q4 2025 Feb 06, 2026
Cromwell Holdings LLC History No change 82 1 0.0% 0.0% 459 0 0.0% Q4 2025 Jan 20, 2026
Freestone Grove Partners LP History Closed out 0 0 0.58% -3,841,422 -100.0% Q3 2025 Nov 14, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.04% -1,260,400 -100.0% Q3 2025 Nov 14, 2025
Perbak Capital Partners LLP History Closed out 0 0 1.75% -494,432 -100.0% Q3 2025 Nov 13, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.01% -367,344 -100.0% Q3 2025 Nov 13, 2025
SECTOR GAMMA AS History Closed out 0 0 1.53% -307,271 -100.0% Q3 2025 Oct 31, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.38% -300,930 -100.0% Q3 2025 Nov 13, 2025
SUVRETTA CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.13% -253,600 -100.0% Q3 2025 Nov 14, 2025
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Closed out 0 0 0.01% -238,716 -100.0% Q3 2025 Nov 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -103,769 -100.0% Q3 2025 Nov 13, 2025
WESBANCO BANK INC History Closed out 0 0 0.05% -89,000 -100.0% Q3 2025 Nov 06, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -44,000 -100.0% Q3 2025 Nov 14, 2025
WINTON GROUP Ltd History Closed out 0 0 0.03% -41,630 -100.0% Q3 2025 Nov 13, 2025
Supplemental Annuity Collective Trust of NJ History Closed out 0 0 0.08% -15,000 -100.0% Q3 2025 Nov 07, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 0.01% -13,568 -100.0% Q3 2025 Nov 13, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.03% -12,758 -100.0% Q3 2025 Nov 14, 2025
CTC Alternative Strategies, Ltd. History Closed out 0 0 0.35% -10,900 -100.0% Q3 2025 Dec 15, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -10,562 -100.0% Q3 2025 Nov 14, 2025
Applied Finance Capital Management, LLC History Closed out 0 0 0.01% -10,280 -100.0% Q3 2025 Nov 06, 2025
Moors & Cabot, Inc. History Closed out 0 0 0.01% -10,250 -100.0% Q3 2025 Nov 14, 2025
USA FINANCIAL FORMULAS History Closed out 0 0 0.04% -10,088 -100.0% Q3 2025 Oct 10, 2025
INNEALTA CAPITAL, LLC History Closed out 0 0 0.1% -10,016 -100.0% Q3 2025 Nov 03, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -6,453 -100.0% Q3 2025 Nov 12, 2025
MRP Capital Investments, LLC History Closed out 0 0 0.07% -6,000 -100.0% Q3 2025 Dec 08, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -2,959 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -917 -100.0% Q3 2025 Nov 14, 2025
Fairscale Capital, LLC History Closed out 0 0 0.0% -294 -100.0% Q3 2025 Nov 06, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -156 -100.0% Q3 2025 Nov 18, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -112 -100.0% Q3 2025 Oct 21, 2025
Activest Wealth Management History Closed out 0 0 0.0% -104 -100.0% Q3 2025 Nov 03, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -84 -100.0% Q3 2025 Nov 03, 2025
IMG Wealth Management, Inc. History Closed out 0 0 0.0% -67 -100.0% Q3 2025 Nov 05, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -65 -100.0% Q3 2025 Nov 14, 2025
OPTIMA CAPITAL LLC History New 35 0 +35 New Q4 2025 Jan 23, 2026
Bogart Wealth, LLC History Closed out 0 0 -34 -100.0% Q3 2025 Oct 27, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 -34 -100.0% Q3 2025 Oct 06, 2025
TOTH FINANCIAL ADVISORY CORP History New 23 0 +23 New Q4 2025 Jan 20, 2026
EASTERN BANK History New 20 0 +20 New Q4 2025 Jan 14, 2026
Palisade Asset Management, LLC History Closed out 0 0 -19 -100.0% Q3 2025 Nov 17, 2025
EVOLUTION WEALTH MANAGEMENT INC. History New 16 0 +16 New Q4 2025 Feb 10, 2026
Atlantic Private Wealth, LLC History New 15 0 +15 New Q4 2025 Feb 11, 2026
Rossby Financial, LCC History New 15 0 +15 New Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History New 10 0 +10 New Q4 2025 Jan 29, 2026
Nemes Rush Group LLC History New 10 0 +10 New Q4 2025 Feb 11, 2026
Rakuten Securities, Inc. History Closed out 0 0 -10 -100.0% Q3 2025 Oct 28, 2025
HFM Investment Advisors, LLC History Added to 39 0 +9 30.0% Q4 2025 Feb 05, 2026
Wealth Enhancement Trust Services, Inc. History New 8 0 +8 New Q4 2025 Jan 27, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 13, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 03, 2025
Quaker Wealth Management, LLC History Added to 31 0 +3 10.71% Q4 2025 Jan 28, 2026
CULLEN/FROST BANKERS, INC. History New 2 0 +2 New Q4 2025 Feb 06, 2026
Transamerica Financial Advisors, LLC History Added to 10 0 +1 11.11% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History No change 1 0 0 0.0% Q4 2025 Jan 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 15 0 0 0.0% Q4 2025 Feb 06, 2026
DUNCKER STREETT & CO INC History No change 13 0 0 0.0% Q4 2025 Jan 27, 2026
ALBION FINANCIAL GROUP /UT History No change 17 0 0 0.0% Q4 2025 Jan 21, 2026
Physician Wealth Advisors, Inc. History No change 26 0 0 0.0% Q4 2025 Jan 29, 2026
Key FInancial Inc History No change 29 0 0 0.0% Q4 2025 Feb 09, 2026
Beaird Harris Wealth Management, LLC History No change 5 0 0 0.0% Q4 2025 Feb 23, 2026
Strategic Advocates LLC History No change 14 0 0 0.0% Q4 2025 Feb 11, 2026
Turning Point Benefit Group, Inc. History No change 18 0 0 0.0% Q4 2025 Jan 30, 2026
American Capital Advisory, LLC History No change 28 0 0 0.0% Q4 2025 Jan 30, 2026