ExlService Holdings, Inc. - EXLS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 19,375,581 822,299 0.01% 0.02% 1 -1,167,361 -5.68% Q4 2025 Feb 12, 2026
FMR LLC History Added to 14,331,972 608,248 0.03% 0.02% 2 +5,415,444 60.73% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 14,258,782 605,142 0.01% 0.01% 3 -364,562 -2.49% Q4 2025 Jan 29, 2026
JPMORGAN CHASE & CO History Added to 5,927,793 251,575 0.02% 0.01% 4 +514,911 9.51% Q4 2025 Feb 11, 2026
STATE STREET CORP History Reduced 4,725,111 200,533 0.01% 0.01% 5 -123,986 -2.56% Q4 2025 Feb 13, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 4,601,881 195,303 3.67% 3.77% 6 -395,823 -7.92% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 4,118,625 174,794 0.09% 0.06% 7 +2,154,652 109.71% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,045,593 171,719 0.01% 0.01% 8 +2,356 0.06% Q4 2025 Feb 09, 2026
Handelsbanken Fonder AB History Added to 3,781,036 160,467 0.48% 0.48% 9 +364,146 10.66% Q4 2025 Feb 06, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,902,412 123,180 0.03% 0.03% 10 +32,734 1.14% Q4 2025 Feb 12, 2026
FENIMORE ASSET MANAGEMENT INC History Reduced 2,773,142 117,692 2.45% 2.46% 11 -16,850 -0.6% Q4 2025 Feb 02, 2026
Boston Trust Walden Corp History Reduced 2,608,036 110,685 0.84% 0.88% 12 -113,123 -4.16% Q4 2025 Jan 28, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 2,584,072 109,668 0.31% 0.33% 13 -313,016 -10.8% Q4 2025 Feb 09, 2026
MACKENZIE FINANCIAL CORP History Added to 2,374,549 101,312 0.12% 0.13% 14 +2,582 0.11% Q4 2025 Feb 18, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 2,360,298 100,171 0.15% 15 +2,360,298 New Q4 2025 Feb 17, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 2,161,849 91,748 0.31% 0.32% 16 -5,861 -0.27% Q4 2025 Feb 18, 2026
D. E. Shaw & Co., Inc. History Added to 1,881,161 79,836 0.04% 0.03% 17 +504,529 36.65% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,781,306 75,598 0.01% 0.01% 18 -11,493 -0.64% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 1,584,708 67,255 0.01% 0.01% 19 +2,261 0.14% Q4 2025 Feb 17, 2026
Hood River Capital Management LLC History Reduced 1,574,133 66,806 0.73% 1.08% 20 -496,555 -23.98% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,569,266 66,599 0.0% 0.0% 21 +77,628 5.2% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Added to 1,551,400 65,841 0.13% 0.13% 22 +56,000 3.74% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 1,528,749 64,880 0.09% 0.11% 23 -92,983 -5.73% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 1,467,134 62,265 0.02% 0.02% 24 -192,580 -11.6% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 1,371,430 58,204 0.01% 25 +1,371,430 New Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,351,317 57,349 0.02% 0.01% 26 +732,299 118.3% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 1,344,565 57,063 0.01% 0.01% 27 +53,659 4.16% Q4 2025 Feb 19, 2026
FIL Ltd History Added to 1,252,129 53,140 0.04% 0.03% 28 +448,732 55.85% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 1,126,176 48,144 0.04% 29 +1,126,176 New Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 1,114,507 47,299 0.01% 0.01% 30 -9,673 -0.86% Q4 2025 Feb 10, 2026
UBS Group AG History Added to 1,091,714 46,332 0.01% 0.0% 31 +555,382 103.55% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,079,776 45,825 0.01% 0.01% 32 -54,757 -4.83% Q4 2025 Mar 25, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 1,077,456 45,728 0.0% 0.01% 33 -809,701 -42.91% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,030,179 43,720 0.01% 0.01% 34 -45,050 -4.19% Q4 2025 Feb 17, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History Reduced 994,683 42,214 3.49% 3.64% 35 -16,350 -1.62% Q4 2025 Feb 11, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 968,468 41,101 0.08% 199.49% 36 -7,426 -0.76% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 958,811 40,691 0.04% 0.07% 37 -730,562 -43.24% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 935,783 39,714 0.02% 0.01% 38 +371,383 65.8% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 931,953 39,552 0.01% 0.01% 39 +355,750 61.74% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Added to 772,114 32,769 0.51% 0.27% 40 +411,339 114.02% Q4 2025 Feb 17, 2026
Amundi History Reduced 716,796 30,420 0.01% 0.02% 41 -878,461 -55.07% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 693,008 29,411 0.16% 0.14% 42 +108,398 18.54% Q4 2025 Jan 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 677,837 28,767 0.0% 0.0% 43 -229,992 -25.33% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 618,139 26,233 0.09% 0.12% 44 -216,113 -25.91% Q4 2025 Feb 17, 2026
Tredje AP-fonden History New 614,000 26,058 0.2% 45 +614,000 New Q4 2025 Feb 06, 2026
EULAV Asset Management History Reduced 584,065 24,787 0.66% 0.6% 46 -30 -0.01% Q4 2025 Feb 11, 2026
Aberdeen Group plc History Added to 562,437 23,869 0.04% 0.03% 47 +89,194 18.85% Q4 2025 Jan 16, 2026
NORDEA INVESTMENT MANAGEMENT AB History New 552,242 23,569 0.02% 48 +552,242 New Q4 2025 Jan 08, 2026
MetLife Investment Management, LLC History Added to 548,990 23,299 0.11% 0.09% 49 +111,832 25.58% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Reduced 513,905 21,810 0.03% 0.05% 50 -185,093 -26.48% Q4 2025 Feb 05, 2026
Point72 Asset Management, L.P. History Added to 511,773 21,719 0.02% 0.0% 51 +455,973 817.16% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 503,606 21,445 0.01% 0.01% 52 -484,762 -49.05% Q4 2025 Feb 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 497,051 21,094 0.01% 0.01% 53 -124,035 -19.97% Q4 2025 Feb 10, 2026
Smith Group Asset Management, LLC History Added to 496,661 21,078 1.12% 1.18% 54 +29,755 6.37% Q4 2025 Feb 10, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 495,041 21,009 0.15% 0.13% 55 +56,508 12.89% Q4 2025 Jan 09, 2026
RHUMBLINE ADVISERS History Reduced 484,463 20,560 0.02% 0.02% 56 -18,834 -3.74% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 483,332 20,512 0.03% 0.02% 57 +184,474 61.73% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 481,202 20,422 0.0% 0.01% 58 -52,747 -9.88% Q4 2025 Feb 13, 2026
NORGES BANK History New 452,352 19,197 0.0% 59 +452,352 New Q4 2025 Feb 10, 2026
Tributary Capital Management, LLC History Reduced 416,347 17,669 1.74% 1.78% 60 -30,246 -6.77% Q4 2025 Jan 27, 2026
JANE STREET GROUP, LLC History Reduced 396,380 16,822 0.0% 0.0% 61 -120,994 -23.39% Q4 2025 Feb 12, 2026
LOOMIS SAYLES & CO L P History Reduced 384,887 16,334 0.02% 0.03% 62 -120,987 -23.92% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 380,657 16,155 0.02% 0.03% 63 +20,268 5.62% Q4 2025 Feb 18, 2026
Summit Creek Advisors LLC History Reduced 361,612 15,346 2.41% 2.42% 64 -15,395 -4.08% Q4 2025 Feb 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 340,057 14,432 0.01% 0.01% 65 -17,196 -4.81% Q4 2025 Feb 02, 2026
Ensign Peak Advisors, Inc History Reduced 320,586 13,605 0.02% 0.03% 66 -133,515 -29.4% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 319,400 13,555 0.02% 0.03% 67 -181,700 -36.26% Q4 2025 Feb 12, 2026
Swiss National Bank History Added to 318,440 13,514 0.01% 0.01% 68 +3,000 0.95% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 314,089 13,329 0.01% 0.01% 69 -100,247 -24.19% Q4 2025 Feb 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 310,627 13,183 0.09% 0.09% 70 -14,388 -4.43% Q4 2025 Feb 17, 2026
M&G Plc History Added to 311,572 13,086 0.07% 0.07% 71 +26,865 9.44% Q4 2025 Feb 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 304,622 12,928 0.01% 0.01% 72 +5,328 1.78% Q4 2025 Feb 12, 2026
Leeward Investments, LLC - MA History Reduced 302,409 12,834 0.65% 0.69% 73 -2,813 -0.92% Q4 2025 Feb 05, 2026
ExodusPoint Capital Management, LP History New 290,832 12,342 0.1% 74 +290,832 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 286,627 12,164 0.0% 0.0% 75 -3,259 -1.12% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Reduced 285,754 12,127 0.11% 0.3% 76 -378,734 -57.0% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Added to 284,440 11,721 0.02% 0.02% 77 +59,657 26.54% Q4 2025 Jan 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 268,931 11,415 0.0% 0.0% 78 -8,582 -3.09% Q4 2025 Feb 17, 2026
Retirement Systems of Alabama History Reduced 260,067 11,037 0.04% 0.04% 79 -4,812 -1.82% Q4 2025 Jan 15, 2026
Legal & General Group Plc History Reduced 252,727 10,725 0.0% 0.0% 80 -69,498 -21.57% Q4 2025 Feb 09, 2026
OAK RIDGE INVESTMENTS LLC History Reduced 240,671 10,214 0.62% 0.82% 81 -45,735 -15.97% Q4 2025 Jan 23, 2026
NICHOLAS COMPANY, INC. History Added to 228,961 9,717 0.17% 0.17% 82 +95 0.04% Q4 2025 Feb 04, 2026
Man Group plc History Reduced 217,181 9,217 0.02% 0.04% 83 -296,945 -57.76% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 216,233 9,176 0.0% 0.0% 84 -6,973 -3.12% Q4 2025 Feb 17, 2026
GHP Investment Advisors, Inc. History Added to 215,979 9,166 0.38% 0.4% 85 +842 0.39% Q4 2025 Jan 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 207,272 8,796 0.01% 0.01% 86 +26,594 14.72% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Reduced 205,651 8,766 0.0% 0.01% 87 -246,273 -54.49% Q4 2025 Mar 20, 2026
CITIGROUP INC History Added to 203,799 8,649 0.0% 0.0% 88 +15,570 8.27% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 195,332 8,289 0.01% 0.01% 89 +22,132 12.78% Q4 2025 Feb 17, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 192,041 8,150 0.09% 0.09% 90 -9,360 -4.65% Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History Reduced 191,414 8,123 0.23% 0.26% 91 -12,690 -6.22% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 190,681 8,092 0.01% 0.01% 92 +94,011 97.25% Q4 2025 Jan 28, 2026
WELLS FARGO & COMPANY/MN History Reduced 189,622 8,047 0.0% 0.0% 93 -18,109 -8.72% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 189,305 8,034 0.02% 0.02% 94 -121 -0.06% Q4 2025 Feb 17, 2026
RENAISSANCE GROUP LLC History Reduced 185,938 7,891 0.32% 0.34% 95 -21,145 -10.21% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Reduced 181,490 7,702 0.01% 0.01% 96 -31,291 -14.71% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 177,365 7,528 0.01% 0.0% 97 +175,395 8903.3% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 177,200 7,520 0.01% 0.0% 98 +114,400 182.17% Q4 2025 Feb 17, 2026
Hillsdale Investment Management Inc. History Reduced 174,000 7,384 0.2% 0.23% 99 -200 -0.11% Q4 2025 Feb 10, 2026
FEDERATED HERMES, INC. History Added to 171,781 7,290 0.01% 0.0% 100 +137,897 406.97% Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History Reduced 169,821 7,207 0.09% 0.11% 101 -45,364 -21.08% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 167,459 7,106 0.0% 0.0% 102 -12,185 -6.78% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History Reduced 166,179 7,052 0.01% 0.01% 103 -60,434 -26.67% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 161,502 6,854 0.02% 0.02% 104 +29,724 22.56% Q4 2025 Jan 28, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 152,545 6,474 0.01% 0.01% 105 -382 -0.25% Q4 2025 Feb 17, 2026
Bridge City Capital, LLC History Added to 147,632 6,265 1.84% 1.63% 106 +8,810 6.35% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Added to 140,556 5,965 0.02% 0.02% 107 +55,281 64.83% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 139,996 5,941 0.0% 0.01% 109 -75,507 -35.04% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 139,979 5,941 0.0% 0.01% 108 +5,001 3.71% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 135,376 5,745 0.01% 0.01% 110 +51,000 60.44% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 125,193 5,313 0.0% 0.0% 111 -23,388 -15.74% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 122,875 5,214 0.01% 0.01% 112 -66,770 -35.21% Q4 2025 Feb 13, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 119,659 5,078 0.91% 0.89% 113 +15,848 15.27% Q4 2025 Feb 06, 2026
DEUTSCHE BANK AG\ History Added to 116,005 4,923 0.0% 0.0% 114 +67,148 137.44% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 115,839 4,916 0.0% 115 +115,839 New Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Added to 112,855 4,789 0.16% 0.09% 116 +38,232 51.23% Q4 2025 Feb 10, 2026
one8zero8, LLC History Reduced 110,300 4,681 1.02% 1.1% 117 -5,750 -4.95% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 103,062 4,373 0.01% 0.01% 118 +4,489 4.55% Q4 2025 Feb 12, 2026
Foyston, Gordon & Payne Inc History Added to 100,402 4,261 0.93% 0.65% 119 +32,353 47.54% Q4 2025 Feb 11, 2026
UNIVEST FINANCIAL Corp History Added to 99,001 4,201 0.22% 0.24% 120 +736 0.75% Q4 2025 Feb 04, 2026
Illinois Municipal Retirement Fund History Reduced 98,280 4,171 0.05% 0.06% 121 -75 -0.08% Q4 2025 Feb 11, 2026
2Xideas AG History Reduced 95,035 4,033 1.13% 1.31% 122 -46,409 -32.81% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 91,308 3,875 0.01% 0.01% 123 -42,820 -31.92% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 85,906 3,645 0.01% 0.01% 124 -12,759 -12.93% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 85,442 3,629 0.0% 0.0% 125 +37,678 78.88% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 82,925 3,519 0.0% 0.0% 126 +737 0.9% Q4 2025 Feb 12, 2026
Creative Planning History Reduced 82,762 3,512 0.0% 0.0% 127 -2,462 -2.89% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 81,097 3,441 0.01% 0.01% 128 -11,075 -12.02% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 80,510 3,416 0.19% 0.22% 129 +4,873 6.44% Q4 2025 Feb 09, 2026
HighTower Advisors, LLC History Added to 77,922 3,307 0.0% 0.0% 130 +3 0.0% Q4 2025 Feb 06, 2026
Crossmark Global Holdings, Inc. History Added to 76,947 3,265 0.05% 0.03% 131 +26,986 54.01% Q4 2025 Feb 03, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History Reduced 76,685 3,254 0.24% 0.26% 132 -2,815 -3.54% Q4 2025 Jan 26, 2026
Cetera Investment Advisers History Reduced 76,092 3,229 0.0% 0.0% 133 -3,277 -4.13% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 75,151 3,189 0.02% 0.03% 134 -6,900 -8.41% Q4 2025 Feb 05, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 74,971 3,181 0.11% 135 +74,971 New Q4 2025 Feb 17, 2026
Tandem Investment Advisors, Inc. History Added to 73,635 3,125 0.12% 0.11% 136 +1,678 2.33% Q4 2025 Feb 09, 2026
State of Tennessee, Department of Treasury History Reduced 77,442 3,031 0.01% 0.01% 137 -3,317 -4.11% Q4 2025 Feb 18, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 71,263 3,024 0.09% 0.2% 138 -783 -1.09% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 71,139 3,019 0.01% 0.01% 139 -4,265 -5.66% Q4 2025 Jan 30, 2026
Catalyst Funds Management Pty Ltd History Reduced 69,600 2,953 0.69% 0.68% 140 -32,700 -31.96% Q4 2025 Feb 09, 2026
JANUS HENDERSON GROUP PLC History No change 68,425 2,903 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 65,894 2,796 0.15% 0.01% 142 +63,685 2882.98% Q4 2025 Feb 10, 2026
Y-Intercept (Hong Kong) Ltd History Added to 65,134 2,764 0.06% 0.01% 143 +58,087 824.28% Q4 2025 Feb 13, 2026
Treasurer of the State of North Carolina History Reduced 64,669 2,745 0.01% 0.01% 144 -6,472 -9.1% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Added to 64,269 2,727 0.02% 0.03% 145 +3,256 5.34% Q4 2025 Feb 18, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 63,572 2,697 0.02% 0.02% 146 -6,229 -8.92% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 62,798 2,665 0.01% 0.0% 147 +31,380 99.88% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 62,228 2,640 0.0% 0.0% 148 +4,859 8.47% Q4 2025 Feb 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 60,504 2,567 0.12% 0.14% 149 -4,544 -6.99% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 59,936 2,544 0.0% 0.03% 150 -296,778 -83.2% Q4 2025 Feb 05, 2026
BANK OF NOVA SCOTIA History New 59,672 2,532 0.0% 151 +59,672 New Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 56,593 2,401 0.0% 0.0% 152 +5,730 11.27% Q4 2025 Feb 12, 2026
State of New Jersey Common Pension Fund D History Added to 55,632 2,361 0.01% 0.01% 153 +2,958 5.62% Q4 2025 Jan 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 55,607 2,359 0.01% 0.01% 154 -8,815 -13.68% Q4 2025 Jan 27, 2026
Sciencast Management LP History Added to 55,503 2,355 0.33% 0.25% 155 +25,058 82.31% Q4 2025 Feb 17, 2026
PEAK6 LLC History New 55,135 2,339 0.0% 156 +55,135 New Q4 2025 Mar 12, 2026
Campbell & CO Investment Adviser LLC History Added to 52,596 2,232 0.11% 0.08% 157 +28,464 117.95% Q4 2025 Feb 12, 2026
COMERICA BANK History Reduced 52,482 2,227 0.01% 0.01% 158 -10,497 -16.67% Q4 2025 Jan 29, 2026
Moran Wealth Management, LLC History Added to 52,243 2,217 0.07% 0.06% 159 +3,826 7.9% Q4 2025 Jan 26, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 51,334 2,178 0.01% 0.01% 160 -2,940 -5.42% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 50,176 2,129 0.0% 0.0% 161 +12,612 33.57% Q4 2025 Feb 02, 2026
Elo Mutual Pension Insurance Co History Reduced 50,091 2,125 0.03% 0.04% 162 -11,212 -18.29% Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 50,013 2,122 0.02% 0.02% 163 0 0.0% Q4 2025 Jan 29, 2026
CSM Advisors, LLC History Added to 49,687 2,109 0.06% 0.05% 164 +8,982 22.07% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 49,383 2,095 0.0% 0.0% 165 -94,843 -65.76% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 49,475 2,060 0.02% 0.02% 166 -1,576 -3.09% Q4 2025 Jan 21, 2026
Quantinno Capital Management LP History Added to 48,532 2,059 0.0% 0.0% 167 +12,535 34.82% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 48,245 2,048 0.01% 0.01% 168 -25,919 -34.95% Q4 2025 Jan 26, 2026
Granahan Investment Management, LLC History Reduced 48,206 2,045 0.09% 0.3% 169 -117,787 -70.96% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 47,830 2,029 0.0% 0.0% 170 +33,506 233.92% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History Added to 46,844 1,988 0.01% 0.0% 171 +25,420 118.65% Q4 2025 Feb 24, 2026
Dana Investment Advisors, Inc. History Added to 46,294 1,964 0.06% 0.05% 172 +7,595 19.63% Q4 2025 Feb 05, 2026
KLP KAPITALFORVALTNING AS History No change 45,900 1,947 0.01% 0.01% 173 0 0.0% Q4 2025 Jan 28, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 46,495 1,916 0.0% 0.0% 174 +22,175 91.18% Q4 2025 Feb 03, 2026
Arizona State Retirement System History Reduced 45,033 1,911 0.01% 0.01% 175 -3,100 -6.44% Q4 2025 Jan 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 44,368 1,889 0.0% 0.0% 176 +15,936 56.05% Q4 2025 Jan 08, 2026
Legato Capital Management LLC History Added to 44,117 1,872 0.16% 0.13% 177 +16,722 61.04% Q4 2025 Feb 06, 2026
CAPITAL FUND MANAGEMENT S.A. History New 44,035 1,868 0.01% 178 +44,035 New Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 43,900 1,863 0.03% 0.03% 179 -1,100 -2.44% Q4 2025 Jan 16, 2026
Pathstone Holdings, LLC History New 43,140 1,830 0.01% 180 +43,140 New Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 42,654 1,810 0.0% 181 +42,654 New Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Reduced 41,378 1,756 0.0% 0.0% 182 -29,052 -41.25% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 41,233 1,749 0.0% 0.0% 183 +17,297 72.26% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 40,955 1,738 0.0% 0.02% 184 -456,291 -91.76% Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 39,714 1,685 0.01% 0.01% 185 -1,738 -4.19% Q4 2025 Feb 10, 2026
ING GROEP NV History New 39,500 1,676 0.01% 186 +39,500 New Q4 2025 Feb 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 37,500 1,591 0.01% 0.01% 187 -1,000 -2.6% Q4 2025 Jan 29, 2026
XPONANCE LLC History Reduced 36,979 1,569 0.01% 0.01% 188 -245 -0.66% Q4 2025 Feb 12, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 36,174 1,535 0.1% 0.1% 189 +2,012 5.89% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 35,507 1,506 0.02% 0.02% 190 -494 -1.37% Q4 2025 Feb 05, 2026
Jump Financial, LLC History Reduced 35,225 1,494 0.02% 0.03% 191 -24,375 -40.9% Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History New 34,295 1,455 0.22% 192 +34,295 New Q4 2025 Feb 11, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 34,000 1,443 0.04% 0.05% 193 0 0.0% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Added to 33,169 1,407 0.0% 0.0% 194 +11,802 55.23% Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History Reduced 32,811 1,392 0.0% 0.0% 195 -12,561 -27.68% Q4 2025 Feb 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 31,741 1,347 0.02% 0.02% 196 -800 -2.46% Q4 2025 Feb 04, 2026
CREDIT AGRICOLE S A History Reduced 30,980 1,314 0.0% 0.01% 197 -30,003 -49.2% Q4 2025 Feb 17, 2026
Kensington Investment Counsel, LLC History Reduced 29,802 1,264 0.51% 0.61% 198 -4,385 -12.83% Q4 2025 Feb 18, 2026
QSV Equity Investors LLC History Reduced 29,405 1,247 1.84% 1.95% 199 -13,949 -32.17% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Reduced 29,085 1,234 0.04% 0.04% 200 -1,191 -3.93% Q4 2025 Feb 11, 2026
Hennion & Walsh Asset Management, Inc. History Added to 28,912 1,227 0.04% 0.02% 201 +15,764 119.9% Q4 2025 Jan 14, 2026
Belpointe Asset Management LLC History New 28,522 1,210 0.04% 202 +28,522 New Q4 2025 Jan 27, 2026
Horizon Investments, LLC History New 28,213 1,197 0.02% 203 +28,213 New Q4 2025 Feb 02, 2026
Entropy Technologies, LP History Added to 27,725 1,176 0.06% 0.03% 204 +18,817 211.24% Q4 2025 Feb 13, 2026
West Tower Group, LLC History No change 27,700 1,175 2.65% 3.53% 205 0 0.0% Q4 2025 Feb 04, 2026
NorthCrest Asset Manangement, LLC History Added to 27,898 1,171 0.03% 0.03% 206 +67 0.24% Q4 2025 Jan 08, 2026
AMI ASSET MANAGEMENT CORP History Reduced 27,555 1,169 0.07% 0.07% 207 -1,884 -6.4% Q4 2025 Jan 23, 2026
MML INVESTORS SERVICES, LLC History Added to 27,366 1,161 0.0% 0.0% 208 +4,706 20.77% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 26,679 1,132 0.0% 0.0% 209 +1,046 4.08% Q4 2025 Feb 11, 2026
Freestone Grove Partners LP History New 25,872 1,098 0.01% 210 +25,872 New Q4 2025 Feb 17, 2026
Redwood Investment Management, LLC History New 25,779 1,094 0.12% 211 +25,779 New Q4 2025 Feb 17, 2026
Headlands Technologies LLC History Added to 25,631 1,087 0.09% 0.04% 212 +13,363 108.93% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 25,562 1,084 0.01% 0.01% 213 +11,175 77.67% Q4 2025 Jan 29, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 25,294 1,073 0.11% 0.11% 214 +855 3.5% Q4 2025 Jan 21, 2026
Compass Ion Advisors, LLC History No change 24,863 1,055 0.1% 0.11% 215 0 0.0% Q4 2025 Jan 29, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 24,419 1,031 0.07% 0.08% 216 -871 -3.44% Q4 2025 Feb 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 24,475 1,020 0.05% 0.05% 217 +1,644 7.2% Q4 2025 Feb 03, 2026
Vanguard Personalized Indexing Management, LLC History Added to 23,596 1,001 0.01% 0.01% 218 +737 3.22% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Reduced 23,551 999 0.0% 0.02% 219 -98,550 -80.71% Q4 2025 Feb 12, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History Added to 23,511 997 0.15% 0.17% 220 +170 0.73% Q4 2025 Jan 27, 2026
Trust Point Inc. History Reduced 23,405 993 0.08% 0.08% 221 -71 -0.3% Q4 2025 Jan 13, 2026
South Dakota Investment Council History Reduced 23,057 979 0.02% 0.02% 222 -1,700 -6.87% Q4 2025 Feb 12, 2026
Fortis Capital Advisors, LLC History New 22,901 971 0.14% 223 +22,901 New Q4 2025 Jan 27, 2026
Pictet Asset Management Holding SA History Added to 22,632 960 0.0% 0.0% 224 +1,270 5.95% Q4 2025 Jan 29, 2026
FRANKLIN RESOURCES INC History Reduced 22,141 939 0.0% 0.0% 225 -56,561 -71.87% Q4 2025 Feb 11, 2026
Voleon Capital Management LP History Added to 21,961 932 0.02% 0.02% 226 +7,588 52.79% Q4 2025 Feb 17, 2026
Bedel Financial Consulting, Inc. History Reduced 20,713 879 0.09% 0.12% 227 -1,252 -5.7% Q4 2025 Jan 28, 2026
Composition Wealth, LLC History Added to 20,230 858 0.01% 0.01% 228 +314 1.58% Q4 2025 Feb 02, 2026
Dynamic Technology Lab Private Ltd History New 19,958 847 0.19% 229 +19,958 New Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 26,018 840 0.0% 0.0% 230 0 0.0% Q4 2025 Jan 28, 2026
PharVision Advisers, LLC History Added to 19,549 829 0.42% 0.44% 231 +1,825 10.3% Q4 2025 Feb 17, 2026
Linden Thomas Advisory Services, LLC History Added to 19,392 822 0.08% 0.08% 232 +665 3.55% Q4 2025 Jan 16, 2026
Sequoia Financial Advisors, LLC History Added to 19,166 813 0.0% 0.0% 233 +8,105 73.28% Q4 2025 Feb 03, 2026
SUMMITRY LLC History Added to 18,982 805 0.03% 0.03% 234 +3,204 20.31% Q4 2025 Feb 09, 2026
Janney Montgomery Scott LLC History Reduced 18,875 801 0.0% 0.0% 235 -484 -2.5% Q4 2025 Feb 11, 2026
FourThought Financial Partners, LLC History Added to 18,682 792 0.07% 0.07% 236 +747 4.17% Q4 2025 Feb 06, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 18,263 775 0.0% 237 +18,263 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 18,225 773 0.0% 0.01% 238 -28,901 -61.33% Q4 2025 Jan 09, 2026
Yorktown Management & Research Co Inc History No change 18,100 768 0.61% 0.63% 239 0 0.0% Q4 2025 Jan 23, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 18,075 767 0.07% 240 +18,075 New Q4 2025 Feb 17, 2026
Jain Global LLC History New 17,706 751 0.0% 241 +17,706 New Q4 2025 Feb 17, 2026
Odyssean, LLC History New 17,553 744 0.53% 242 +17,553 New Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 17,398 738 0.08% 0.14% 243 -10,548 -37.74% Q4 2025 Feb 11, 2026
Schonfeld Strategic Advisors LLC History Reduced 17,068 724 0.0% 0.02% 244 -79,294 -82.29% Q4 2025 Feb 17, 2026
Walleye Capital LLC History New 16,062 681 0.0% 245 +16,062 New Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Added to 15,818 671 0.01% 0.0% 246 +7,361 87.04% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 15,741 668 0.01% 0.01% 247 -1,925 -10.9% Q4 2025 Jan 23, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 15,591 661 0.07% 0.08% 248 +100 0.65% Q4 2025 Jan 20, 2026
AXQ CAPITAL, LP History Added to 15,336 650 0.15% 0.17% 249 +5,043 48.99% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Added to 14,980 635 0.0% 0.0% 250 +1,600 11.96% Q4 2025 Feb 12, 2026
First National Advisers, LLC History Reduced 14,937 633 0.09% 0.09% 251 -715 -4.57% Q4 2025 Feb 04, 2026
Inspire Advisors, LLC History Reduced 14,914 632 0.06% 0.09% 252 -5,745 -27.81% Q4 2025 Feb 13, 2026
Vestcor Inc History No change 14,788 628 0.02% 0.02% 253 0 0.0% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 14,622 620 0.0% 0.01% 254 -10,242 -41.19% Q4 2025 Feb 11, 2026
Brevan Howard Capital Management LP History New 14,073 597 0.01% 255 +14,073 New Q4 2025 Feb 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 13,855 588 0.01% 0.01% 256 -2,012 -12.68% Q4 2025 Feb 05, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 13,480 572 0.12% 0.19% 257 -5,100 -27.45% Q4 2025 Feb 02, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 13,381 567 0.01% 0.01% 258 +2,964 28.45% Q4 2025 Feb 02, 2026
Swiss Life Asset Management Ltd History New 12,883 546 0.0% 259 +12,883 New Q4 2025 Feb 04, 2026
QUADRANT CAPITAL GROUP LLC History Added to 12,577 533 0.02% 0.02% 260 +185 1.49% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 12,440 527 0.0% 0.0% 261 -1,545 -11.05% Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Added to 12,085 512 0.01% 0.01% 262 +7,892 188.22% Q4 2025 Feb 17, 2026
AVIVA PLC History Added to 12,035 510 0.0% 0.0% 263 +1,006 9.12% Q4 2025 Feb 12, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 11,565 490 0.02% 0.01% 264 -531 -4.39% Q4 2025 Feb 04, 2026
MCMORGAN & CO LLC History Reduced 11,278 478 0.08% 0.54% 265 -68,484 -85.86% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History Reduced 11,000 467 0.23% 0.66% 267 -20,000 -64.52% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 11,004 467 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 13, 2026
Inspire Investing, LLC History Added to 10,990 466 0.04% 0.04% 268 +671 6.5% Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Added to 10,897 462 0.01% 0.01% 269 +65 0.6% Q4 2025 Feb 17, 2026
111 Capital History Reduced 10,734 455 0.1% 0.14% 270 -6,022 -35.94% Q4 2025 Feb 11, 2026
ALPS ADVISORS INC History Added to 10,575 448 0.0% 0.0% 271 +116 1.11% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 10,295 436 0.0% 0.01% 272 -83,301 -89.0% Q4 2025 Feb 10, 2026
FORA Capital, LLC History Added to 10,119 429 0.05% 0.06% 273 +2,167 27.25% Q4 2025 Feb 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 10,049 426 0.02% 0.16% 274 -84,666 -89.39% Q4 2025 Feb 17, 2026
J. Goldman & Co LP History New 10,000 424 0.01% 275 +10,000 New Q4 2025 Feb 17, 2026
Gallacher Capital Management LLC History Reduced 10,002 424 0.16% 0.27% 276 -5,281 -34.55% Q4 2025 Feb 03, 2026
Tevis Investment Management History No change 9,527 419 0.25% 0.25% 277 0 0.0% Q4 2025 Feb 02, 2026
Merit Financial Group, LLC History Added to 9,827 417 0.0% 0.0% 278 +2,414 32.56% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Added to 9,606 407 0.0% 0.0% 279 +2,585 36.82% Q4 2025 Feb 11, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 9,557 405 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Added to 9,451 404 0.01% 0.01% 281 +1,083 12.94% Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 9,447 400 0.0% 0.0% 282 -1,615 -14.6% Q4 2025 Feb 06, 2026
Perbak Capital Partners LLP History Reduced 9,139 387 0.12% 0.2% 283 -16,774 -64.73% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 8,964 380 0.0% 0.0% 284 +595 7.11% Q4 2025 Feb 05, 2026
Carnegie Investment Counsel History No change 8,750 371 0.01% 0.01% 285 0 0.0% Q4 2025 Jan 23, 2026
Vise Technologies, Inc. History New 8,708 369 0.01% 286 +8,708 New Q4 2025 Feb 11, 2026
Kovitz Investment Group Partners, LLC History Reduced 8,565 363 0.01% 0.0% 287 -1,256 -12.79% Q4 2025 Feb 20, 2026
Global Retirement Partners, LLC History Added to 8,386 355 0.01% 0.0% 288 +7,150 578.48% Q4 2025 Feb 06, 2026
Utah Retirement Systems History No change 8,364 354 0.0% 0.0% 289 0 0.0% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 8,222 348 0.0% 0.0% 290 -28,666 -77.71% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 8,131 345 0.0% 0.0% 291 +1,953 31.61% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 7,888 334 0.01% 0.01% 292 -82 -1.03% Q4 2025 Jan 23, 2026
Keebeck Wealth Management History Reduced 7,824 332 0.04% 0.07% 294 -5,771 -42.45% Q4 2025 Feb 17, 2026
HMS Capital Management, LLC History Reduced 7,846 332 0.14% 0.15% 293 -53 -0.67% Q4 2025 Jan 16, 2026
Maryland State Retirement & Pension System History No change 7,691 326 0.01% 0.01% 295 0 0.0% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,567 321 0.0% 0.0% 296 +2,479 48.72% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 7,460 316 0.0% 0.01% 297 -5,852 -43.96% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 7,420 314 0.0% 0.0% 298 +399 5.68% Q4 2025 Feb 13, 2026
Lifestyle Asset Management, Inc. History Reduced 7,344 311 0.1% 0.13% 299 -1,041 -12.42% Q4 2025 Feb 11, 2026
HUB Investment Partners, LLC History New 7,208 305 0.01% 300 +7,208 New Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History Reduced 7,182 304 0.01% 0.01% 301 -809 -10.12% Q4 2025 Feb 09, 2026
Callan Family Office, LLC History New 7,148 303 0.01% 302 +7,148 New Q4 2025 Feb 12, 2026
Bridgewater Associates, LP History Reduced 7,126 302 0.0% 0.02% 303 -103,671 -93.57% Q4 2025 Feb 13, 2026
Sivia Capital Partners, LLC History New 7,077 300 0.06% 305 +7,077 New Q4 2025 Feb 10, 2026
Diversified Trust Co History No change 7,070 300 0.01% 0.01% 304 0 0.0% Q4 2025 Jan 09, 2026
EverSource Wealth Advisors, LLC History Added to 6,907 293 0.01% 0.01% 306 +880 14.6% Q4 2025 Feb 06, 2026
Portside Wealth Group, LLC History Added to 6,882 292 0.04% 0.04% 307 +692 11.18% Q4 2025 Jan 21, 2026
PARK AVENUE SECURITIES LLC History Reduced 6,835 290 0.0% 0.0% 308 -41 -0.6% Q4 2025 Jan 05, 2026
Atria Investments, Inc History Added to 6,773 287 0.0% 0.0% 309 +948 16.27% Q4 2025 Feb 05, 2026
NORDEN GROUP LLC History Reduced 6,758 286 0.03% 0.03% 310 -81 -1.18% Q4 2025 Jan 13, 2026
Ethic Inc. History Added to 6,502 275 0.0% 0.0% 311 +903 16.13% Q4 2025 Feb 03, 2026
Sanctuary Advisors, LLC History Reduced 6,460 274 0.0% 0.0% 312 -2,446 -27.46% Q4 2025 Jan 29, 2026
ProShare Advisors LLC History Reduced 6,364 270 0.0% 0.0% 313 -508 -7.39% Q4 2025 Feb 06, 2026
iSAM Funds (UK) Ltd History New 6,323 268 0.1% 314 +6,323 New Q4 2025 Feb 17, 2026
M&T BANK CORP History Added to 6,274 266 0.0% 0.0% 315 +1,621 34.84% Q4 2025 Jan 30, 2026
Institute for Wealth Management, LLC. History Reduced 6,233 264 0.03% 0.03% 316 -136 -2.14% Q4 2025 Jan 27, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 6,206 263 0.0% 0.0% 317 +3,301 113.63% Q4 2025 Jan 14, 2026
TWO SIGMA SECURITIES, LLC History New 6,097 258 0.04% 318 +6,097 New Q4 2025 Feb 17, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 5,992 254 0.01% 0.01% 319 +112 1.9% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History Added to 5,973 253 0.01% 0.01% 320 +13 0.22% Q4 2025 Jan 15, 2026
Pallas Capital Advisors LLC History New 5,948 252 0.01% 321 +5,948 New Q4 2025 Jan 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 5,800 246 0.0% 0.01% 322 -16,600 -74.11% Q4 2025 Feb 04, 2026
SHAKER INVESTMENTS LLC/OH History Reduced 5,623 238 0.1% 0.24% 323 -7,996 -58.71% Q4 2025 Jan 30, 2026
Graham Capital Management, L.P. History New 5,610 238 0.01% 324 +5,610 New Q4 2025 Feb 17, 2026
North Dakota State Investment Board History New 5,565 236 0.01% 325 +5,565 New Q4 2025 Feb 05, 2026
Envestnet Portfolio Solutions, Inc. History Added to 5,541 235 0.0% 0.0% 326 +125 2.31% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 5,485 232 0.01% 0.01% 327 -1,604 -22.63% Q4 2025 Jan 27, 2026
Rockefeller Capital Management L.P. History Added to 5,463 231 0.0% 0.0% 328 +1,294 31.04% Q4 2025 Mar 16, 2026
&PARTNERS History Reduced 5,440 230 0.0% 0.0% 329 -257 -4.51% Q4 2025 Feb 17, 2026
Riverwater Partners LLC History New 5,411 229 0.09% 330 +5,411 New Q4 2025 Feb 12, 2026
Aster Capital Management (DIFC) Ltd History Added to 5,396 229 0.1% 0.07% 331 +2,439 82.48% Q4 2025 Feb 17, 2026
MeadowBrook Investment Advisors LLC History No change 5,335 226 0.19% 0.2% 332 0 0.0% Q4 2025 Jan 14, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 5,238 222 0.0% 0.01% 333 -539 -9.33% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History No change 5,237 222 0.0% 0.0% 334 0 0.0% Q4 2025 Feb 10, 2026
ALTA CAPITAL MANAGEMENT LLC/ History Reduced 5,217 221 0.01% 0.01% 335 -134 -2.5% Q4 2025 Feb 06, 2026
Claret Asset Management Corp History Reduced 5,204 221 0.03% 0.03% 336 -13 -0.25% Q4 2025 Feb 11, 2026
Krilogy Financial LLC History New 5,166 220 0.01% 338 +5,166 New Q4 2025 Jan 27, 2026
GUGGENHEIM CAPITAL LLC History Reduced 5,188 220 0.0% 0.0% 337 -4,975 -48.95% Q4 2025 Feb 17, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 5,163 219 0.01% 0.03% 340 -1,353 -20.76% Q4 2025 Feb 17, 2026
MQS Management LLC History Added to 5,162 219 0.13% 0.12% 339 +384 8.04% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 5,155 218 0.0% 0.0% 341 -473 -8.4% Q4 2025 Jan 15, 2026
Legacy Capital Wealth Partners, LLC History Reduced 5,025 213 0.05% 0.05% 342 -252 -4.78% Q4 2025 Jan 16, 2026
Balefire, LLC History New 4,996 212 0.04% 343 +4,996 New Q4 2025 Jan 12, 2026
Heritage Family Offices, LLP History Reduced 4,995 211 0.1% 0.11% 345 -557 -10.03% Q4 2025 Jan 12, 2026
Forum Financial Management, LP History Reduced 4,995 211 0.0% 0.0% 344 -3 -0.06% Q4 2025 Jan 27, 2026
Aristides Capital LLC History New 4,920 208 0.04% 346 +4,920 New Q4 2025 Feb 26, 2026
Manchester Capital Management LLC History No change 4,855 206 0.03% 0.03% 347 0 0.0% Q4 2025 Feb 11, 2026
Covestor Ltd History Added to 4,640 197 0.1% 0.09% 348 +881 23.44% Q4 2025 Feb 06, 2026
Bayforest Capital Ltd History Reduced 4,522 191 0.14% 0.28% 349 -8,992 -66.54% Q4 2025 Jan 27, 2026
Central Pacific Bank - Trust Division History No change 4,461 189 0.02% 0.02% 350 0 0.0% Q4 2025 Jan 07, 2026
KBC Group NV History No change 4,440 188 0.0% 0.0% 351 0 0.0% Q4 2025 Jan 26, 2026
Blue Trust, Inc. History Reduced 4,125 175 0.0% 0.0% 352 -55 -1.32% Q4 2025 Jan 16, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 4,080 173 0.0% 0.0% 353 +616 17.78% Q4 2025 Feb 05, 2026
GAMMA Investing LLC History Added to 3,944 167 0.01% 0.01% 354 +643 19.48% Q4 2025 Jan 05, 2026
STRS OHIO History Reduced 3,697 156 0.0% 0.0% 355 -87 -2.3% Q4 2025 Feb 02, 2026
Kestra Advisory Services, LLC History New 3,406 144 0.0% 356 +3,406 New Q4 2025 Feb 13, 2026
Quarry LP History Reduced 3,380 143 0.02% 0.05% 357 -1,880 -35.74% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 3,048 129 0.0% 0.0% 358 +2,256 284.85% Q4 2025 Jan 23, 2026
IFP Advisors, Inc History Reduced 3,025 128 0.0% 0.01% 359 -1,483 -32.9% Q4 2025 Feb 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 3,126 125 0.0% 0.0% 360 -3,505 -52.86% Q4 2025 Feb 11, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 2,764 117 0.02% 0.02% 361 0 0.0% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History Added to 2,647 112 0.0% 0.0% 362 +482 22.26% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Added to 2,278 96 0.01% 0.01% 363 +90 4.11% Q4 2025 Feb 20, 2026
ASSETMARK, INC History Reduced 2,208 93 0.0% 0.0% 364 -397 -15.24% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History Added to 1,982 84 0.0% 0.0% 365 +259 15.03% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History New 1,973 83 0.0% 366 +1,973 New Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 1,740 73 0.01% 0.01% 367 -225 -11.45% Q4 2025 Jan 29, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,683 71 0.01% 368 +1,683 New Q4 2025 Feb 13, 2026
FIRST HORIZON CORP History Added to 1,559 66 0.0% 0.0% 369 +834 115.03% Q4 2025 Jan 27, 2026
Leonteq Securities AG History Reduced 1,382 58 0.0% 0.0% 370 -532 -27.8% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Added to 1,383 58 0.0% 0.0% 371 +81 6.22% Q4 2025 Feb 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,353 57 0.0% 0.0% 373 +875 183.05% Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,346 57 0.0% 0.0% 372 -50 -3.58% Q4 2025 Feb 09, 2026
DANSKE BANK A/S History Reduced 1,300 55 0.0% 0.03% 374 -243,998 -99.47% Q4 2025 Feb 02, 2026
CIBC Private Wealth Group LLC History Reduced 1,234 52 0.0% 0.0% 375 -349 -22.05% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 1,192 50 0.0% 376 +1,192 New Q4 2025 Feb 05, 2026
Sterling Capital Management LLC History Added to 1,105 46 0.0% 0.0% 377 +865 360.42% Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History New 971 41 0.02% 378 +971 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Reduced 951 40 0.0% 0.0% 379 -13 -1.35% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 898 38 0.0% 0.0% 380 -11 -1.21% Q4 2025 Jan 26, 2026
Versant Capital Management, Inc History Added to 786 33 0.0% 0.0% 381 +559 246.26% Q4 2025 Jan 08, 2026
V-Square Quantitative Management LLC History New 773 32 0.0% 382 +773 New Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History Added to 717 30 0.0% 0.0% 383 +258 56.21% Q4 2025 Jan 26, 2026
True Wealth Design, LLC History Added to 706 29 0.01% 0.01% 384 +257 57.24% Q4 2025 Jan 08, 2026
Strategic Advocates LLC History Reduced 656 28 0.01% 0.02% 386 -711 -52.01% Q4 2025 Feb 11, 2026
Transamerica Financial Advisors, LLC History Added to 678 28 0.0% 0.0% 385 +502 285.23% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 617 26 0.0% 0.0% 387 -143 -18.82% Q4 2025 Feb 09, 2026
Root Financial Partners, LLC History Added to 601 25 0.0% 0.0% 389 +51 9.27% Q4 2025 Feb 10, 2026
CENTRAL TRUST Co History Reduced 611 25 0.0% 0.0% 388 -21 -3.32% Q4 2025 Feb 02, 2026
MassMutual Private Wealth & Trust, FSB History Added to 560 23 0.0% 0.0% 391 +282 101.44% Q4 2025 Jan 07, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 550 23 0.0% 0.0% 390 0 0.0% Q4 2025 Feb 17, 2026
Eurizon Capital SGR S.p.A. History New 510 21 0.0% 392 +510 New Q4 2025 Feb 10, 2026
MASECO LLP History New 456 19 0.0% 393 +456 New Q4 2025 Jan 22, 2026
NATIONAL BANK OF CANADA /FI/ History New 443 18 0.0% 394 +443 New Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History Added to 434 18 0.0% 395 +417 2452.94% Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History Added to 406 17 0.0% 0.0% 396 +113 38.57% Q4 2025 Jan 20, 2026
Arax Advisory Partners History Reduced 383 16 0.0% 0.02% 397 -28,962 -98.69% Q4 2025 Feb 13, 2026
Eurizon SLJ Capital Ltd History New 391 16 0.01% 398 +391 New Q4 2025 Feb 10, 2026
SOA Wealth Advisors, LLC. History No change 350 14 0.0% 0.0% 399 0 0.0% Q4 2025 Jan 20, 2026
Acumen Wealth Advisors, LLC History New 309 13 0.0% 400 +309 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Reduced 297 12 0.0% 0.01% 401 -3,439 -92.05% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 260 11 0.0% 402 +260 New Q4 2025 Feb 09, 2026
Activest Wealth Management History New 256 10 0.0% 404 +256 New Q4 2025 Jan 30, 2026
Parkside Financial Bank & Trust History Added to 245 10 0.0% 0.0% 403 +48 24.37% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 213 9 0.0% 0.0% 405 +189 787.5% Q4 2025 Feb 03, 2026
Private Wealth Management Group, LLC History No change 199 8 0.0% 0.0% 406 0 0.0% Q4 2025 Jan 23, 2026
MAI Capital Management History Added to 179 7 0.0% 407 +160 842.11% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 155 6 0.0% 0.0% 408 -3,228 -95.42% Q4 2025 Feb 11, 2026
Bell Investment Advisors, Inc History No change 150 6 0.0% 0.0% 409 0 0.0% Q4 2025 Feb 24, 2026
Millstone Evans Group, LLC History No change 159 6 0.0% 0.0% 410 0 0.0% Q4 2025 Feb 02, 2026
BROWN BROTHERS HARRIMAN & CO History New 135 5 0.0% 411 +135 New Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 123 5 0.0% 0.0% 413 +35 39.77% Q4 2025 Jan 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 138 5 0.0% 0.0% 412 0 0.0% Q4 2025 Feb 03, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 101 4 0.0% 415 +101 New Q4 2025 Feb 09, 2026
T. Rowe Price Investment Management, Inc. History Reduced 75 4 0.0% 0.0% 414 -15 -16.67% Q4 2025 Feb 19, 2026
Steward Partners Investment Advisory, LLC History Added to 77 3 0.0% 0.0% 416 +19 32.76% Q4 2025 Feb 12, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 90 3 0.0% 0.0% 417 0 0.0% Q4 2025 Feb 10, 2026
Retirement Wealth Solutions LLC History Added to 59 2 0.0% 0.0% 420 +8 15.69% Q4 2025 Jan 07, 2026
Capital Advisors, Ltd. LLC History No change 42 2 0.0% 0.0% 418 0 0.0% Q4 2025 Jan 21, 2026
Colonial Trust Co / SC History No change 62 2 0.0% 0.0% 419 0 0.0% Q4 2025 Feb 12, 2026
Harvest Fund Management Co., Ltd History Reduced 19 1 0.0% 0.01% 427 -4,691 -99.6% Q4 2025 Feb 11, 2026
WPG Advisers, LLC History Reduced 42 1 0.0% 0.01% 436 -128 -75.29% Q4 2025 Jan 28, 2026
Quent Capital, LLC History Reduced 42 1 0.0% 0.0% 432 -108 -72.0% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 35 1 0.0% 0.0% 423 -103 -74.64% Q4 2025 Feb 10, 2026
High Note Wealth, LLC History New 45 1 0.0% 430 +45 New Q4 2025 Feb 05, 2026
Kilter Group LLC History New 42 1 0.0% 435 +42 New Q4 2025 Feb 13, 2026
Crewe Advisors LLC History New 35 1 0.0% 428 +35 New Q4 2025 Jan 16, 2026
Ancora Advisors LLC History New 34 1 0.0% 424 +34 New Q4 2025 Feb 17, 2026
Cromwell Holdings LLC History New 28 1 0.0% 431 +28 New Q4 2025 Jan 20, 2026
Greenline Wealth Management LLC History New 26 1 0.0% 437 +26 New Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Reduced 31 1 0.0% 0.0% 433 -13 -29.55% Q4 2025 Jan 15, 2026
CULLEN/FROST BANKERS, INC. History No change 27 1 0.0% 0.0% 421 0 0.0% Q4 2025 Feb 06, 2026
WEBSTER BANK, N. A. History No change 44 1 0.0% 0.0% 422 0 0.0% Q4 2025 Jan 23, 2026
J.Safra Asset Management Corp History No change 39 1 0.0% 0.0% 425 0 0.0% Q4 2025 Feb 11, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 31 1 0.0% 0.0% 426 0 0.0% Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History No change 36 1 0.0% 0.0% 429 0 0.0% Q4 2025 Feb 11, 2026
Financial Network Wealth Advisors LLC History No change 30 1 0.0% 0.0% 434 0 0.0% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.13% -2,475,803 -100.0% Q3 2025 Nov 13, 2025
Atairos Group, Inc. History Closed out 0 0 3.46% -1,551,970 -100.0% Q3 2025 Nov 14, 2025
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Closed out 0 0 0.01% -625,081 -100.0% Q3 2025 Oct 29, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.01% -211,412 -100.0% Q3 2025 Nov 13, 2025
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.08% -205,347 -100.0% Q3 2025 Nov 10, 2025
OBERWEIS ASSET MANAGEMENT INC/ History Closed out 0 0 0.33% -194,400 -100.0% Q3 2025 Nov 17, 2025
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.12% -178,606 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.01% -155,612 -100.0% Q3 2025 Nov 14, 2025
NAVELLIER & ASSOCIATES INC History Closed out 0 0 0.49% -108,649 -100.0% Q3 2025 Nov 06, 2025
EVENTIDE ASSET MANAGEMENT, LLC History Closed out 0 0 0.03% -41,160 -100.0% Q3 2025 Nov 14, 2025
Integrated Quantitative Investments LLC History Closed out 0 0 0.48% -38,123 -100.0% Q3 2025 Nov 12, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.03% -31,119 -100.0% Q3 2025 Nov 14, 2025
NATIXIS History Closed out 0 0 0.01% -26,419 -100.0% Q3 2025 Nov 14, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.09% -25,830 -100.0% Q3 2025 Nov 07, 2025
Neo Ivy Capital Management History Closed out 0 0 0.27% -25,542 -100.0% Q3 2025 Nov 12, 2025
Oak Thistle LLC History Closed out 0 0 0.16% -24,365 -100.0% Q3 2025 Oct 07, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.15% -21,441 -100.0% Q3 2025 Nov 14, 2025
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 0.33% -21,339 -100.0% Q3 2025 Oct 23, 2025
Empowered Funds, LLC History Closed out 0 0 0.01% -14,758 -100.0% Q3 2025 Nov 13, 2025
Scientech Research LLC History Closed out 0 0 0.21% -13,632 -100.0% Q3 2025 Nov 14, 2025
COMMERCE BANK History Closed out 0 0 0.0% -12,652 -100.0% Q3 2025 Nov 12, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.11% -11,800 -100.0% Q3 2025 Nov 14, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.24% -11,661 -100.0% Q3 2025 Nov 14, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.03% -9,767 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 0.02% -8,754 -100.0% Q3 2025 Nov 14, 2025
Versor Investments LP History Closed out 0 0 0.07% -8,244 -100.0% Q3 2025 Nov 06, 2025
WINTON GROUP Ltd History Closed out 0 0 0.01% -8,000 -100.0% Q3 2025 Nov 13, 2025
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -7,999 -100.0% Q3 2025 Nov 07, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -7,336 -100.0% Q3 2025 Oct 14, 2025
Private Advisor Group, LLC History Closed out 0 0 0.0% -6,038 -100.0% Q3 2025 Nov 13, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -6,030 -100.0% Q3 2025 Nov 14, 2025
Caerus Investment Advisors, LLC History Closed out 0 0 0.11% -5,935 -100.0% Q3 2025 Nov 20, 2025
Balboa Wealth Partners History Closed out 0 0 0.04% -5,140 -100.0% Q3 2025 Nov 06, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.0% -4,776 -100.0% Q3 2025 Nov 17, 2025
B. Riley Wealth Advisors, Inc. History Closed out 0 0 0.01% -4,594 -100.0% Q3 2025 Oct 31, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -2,324 -100.0% Q3 2025 Nov 18, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -2,000 -100.0% Q3 2025 Oct 07, 2025
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -1,630 -100.0% Q3 2025 Nov 13, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -1,455 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -567 -100.0% Q3 2025 Oct 21, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -563 -100.0% Q3 2025 Oct 08, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -460 -100.0% Q3 2025 Nov 14, 2025
ADIRONDACK TRUST CO History Closed out 0 0 0.01% -377 -100.0% Q3 2025 Oct 20, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.01% -319 -100.0% Q3 2025 Nov 19, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -259 -100.0% Q3 2025 Nov 12, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 0.0% -112 -100.0% Q3 2025 Nov 10, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -55 -100.0% Q3 2025 Nov 14, 2025
Spire Wealth Management History Reduced 14 0 0.0% -46 -76.67% Q4 2025 Jan 14, 2026
Arlington Trust Co LLC History Closed out 0 0 0.0% -35 -100.0% Q3 2025 Oct 28, 2025
Turning Point Benefit Group, Inc. History Closed out 0 0 0.0% -29 -100.0% Q3 2025 Nov 17, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -26 -100.0% Q3 2025 Nov 03, 2025
FLAGSHIP HARBOR ADVISORS, LLC History New 20 0 +20 New Q4 2025 Jan 21, 2026
Cornerstone Financial Management LLC History New 19 0 +19 New Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 17 0 +17 New Q4 2025 Feb 05, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 -16 -100.0% Q3 2025 Nov 04, 2025
Principia Wealth Advisory, LLC History Added to 15 0 +13 650.0% Q4 2025 Feb 10, 2026
OPTIMA CAPITAL LLC History New 13 0 +13 New Q4 2025 Jan 23, 2026
USA FINANCIAL FORMULAS History New 12 0 +12 New Q4 2025 Jan 14, 2026
Twin Tree Management, LP History Closed out 0 0 -11 -100.0% Q3 2025 Nov 13, 2025
SHP Wealth Management History New 8 0 +8 New Q4 2025 Mar 04, 2026
Quaker Wealth Management, LLC History New 5 0 +5 New Q4 2025 Jan 28, 2026
Bay Harbor Wealth Management, LLC History Added to 12 0 +4 50.0% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 4 0 +4 New Q4 2025 Jan 29, 2026
Cornerstone Planning Group LLC History New 3 0 +3 New Q4 2025 Feb 02, 2026
Rialto Wealth Management, LLC History Added to 12 0 +3 33.33% Q4 2025 Jan 12, 2026
Rossby Financial, LCC History New 3 0 +3 New Q4 2025 Feb 12, 2026
TD Waterhouse Canada Inc. History Added to 3 0 +2 200.0% Q4 2025 Jan 27, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
TORONTO DOMINION BANK History New 1 0 +1 New Q4 2025 Feb 17, 2026
DiNuzzo Private Wealth, Inc. History Reduced 23 0 0.0% -1 -4.17% Q4 2025 Jan 16, 2026
HFM Investment Advisors, LLC History Added to 9 0 +1 12.5% Q4 2025 Feb 05, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
MV CAPITAL MANAGEMENT, INC. History No change 3 0 0 0.0% Q4 2025 Feb 23, 2026
NewEdge Advisors, LLC History No change 22 0 0 0.0% Q4 2025 Feb 18, 2026
Larson Financial Group LLC History No change 11 0 0 0.0% Q4 2025 Feb 06, 2026
Concord Wealth Partners History No change 1 0 0 0.0% Q4 2025 Jan 29, 2026
Rakuten Securities, Inc. History No change 5 0 0 0.0% Q4 2025 Jan 29, 2026