First Foundation Inc. - FFWM
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CANYON CAPITAL ADVISORS LLC | History | No change | 8,152,392 | 50,218 | 6.6% | 6.23% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Reef Capital Management LP | History | Added to | 7,812,475 | 48,124 | 1.94% | 1.8% | 2 | +912,169 | 13.22% | Q4 2025 | Feb 17, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 6,768,343 | 41,692 | 28.54% | 26.81% | 3 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | Added to | 5,049,527 | 31,105 | 0.0% | 0.0% | 4 | +60,069 | 1.2% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,350,501 | 26,799 | 0.0% | 0.0% | 5 | +243,692 | 5.93% | Q4 2025 | Jan 29, 2026 |
| Fortress Investment Group LLC | History | No change | 4,038,750 | 24,878 | 5.84% | 2.99% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 3,213,036 | 19,792 | 0.0% | 0.0% | 7 | -79,309 | -2.41% | Q4 2025 | Feb 17, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 2,470,000 | 15,215 | 2.7% | 1.97% | 8 | +139,851 | 6.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 2,446,179 | 15,068 | 0.0% | 0.0% | 9 | +135,239 | 5.85% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,194,730 | 13,518 | 0.0% | 0.0% | 10 | -519,587 | -19.14% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,705,331 | 10,508 | 0.0% | 0.0% | 11 | +17,972 | 1.07% | Q4 2025 | Feb 09, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 1,689,030 | 10,404 | 0.03% | 0.03% | 12 | +6,700 | 0.4% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,446,143 | 8,908 | 0.0% | 0.0% | 13 | +1,019,429 | 238.9% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,272,888 | 7,840 | 0.0% | 0.0% | 14 | +1,079,259 | 557.38% | Q4 2025 | Feb 17, 2026 |
| Invenomic Capital Management LP | History | Added to | 1,108,456 | 6,828 | 0.32% | 0.3% | 15 | +2,041 | 0.18% | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | New | 1,087,360 | 6,698 | 0.63% | — | 16 | +1,087,360 | New | Q4 2025 | Feb 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,033,648 | 6,367 | 0.01% | 0.0% | 17 | +1,018,212 | 6596.35% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,002,683 | 6,176 | 0.0% | 0.0% | 18 | +277,669 | 38.3% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 977,362 | 6,020 | 0.0% | 0.0% | 19 | +714,319 | 271.56% | Q4 2025 | Feb 13, 2026 |
| EJF Capital LP | History | Added to | 720,621 | 4,439 | 2.52% | 2.14% | 20 | +59,313 | 8.97% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 691,862 | 4,261 | 0.0% | — | 21 | +691,862 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 683,133 | 4,208 | 0.01% | 0.0% | 22 | +132,735 | 24.12% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 599,111 | 3,690 | 0.0% | 0.0% | 23 | -41,292 | -6.45% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 560,933 | 3,455 | 0.0% | 0.0% | 24 | +1,007 | 0.18% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 510,027 | 3,141 | 0.0% | 0.0% | 25 | -938,741 | -64.8% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 508,800 | 3,134 | 0.01% | 0.0% | 26 | +167,500 | 49.08% | Q4 2025 | Feb 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 480,040 | 2,957 | 0.23% | — | 27 | +480,040 | New | Q4 2025 | Feb 03, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 432,396 | 2,663 | 0.53% | 0.63% | 28 | -209,762 | -32.67% | Q4 2025 | Feb 12, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 415,980 | 2,562 | 0.15% | 0.01% | 29 | +389,605 | 1477.18% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 403,868 | 2,487 | 0.0% | 0.0% | 30 | -82,266 | -16.92% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | No change | 400,968 | 2,469 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 400,000 | 2,464 | 0.73% | 0.85% | 32 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | New | 378,967 | 2,334 | 0.0% | — | 33 | +378,967 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 373,835 | 2,302 | 0.0% | 0.0% | 34 | +359,724 | 2549.25% | Q4 2025 | Feb 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 348,235 | 2,145 | 0.16% | 0.15% | 35 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 294,282 | 1,812 | 0.0% | 0.0% | 36 | -74,563 | -20.22% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 292,053 | 1,799 | 0.0% | 0.0% | 37 | +195,964 | 203.94% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 242,600 | 1,494 | 0.02% | 0.01% | 38 | +123,558 | 103.79% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 225,209 | 1,387 | 0.0% | 0.0% | 39 | +134,737 | 148.93% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 202,419 | 1,246 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 190,608 | 1,174 | 0.0% | 0.0% | 41 | -6,974 | -3.53% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 175,356 | 1,080 | 0.0% | 0.0% | 42 | +35,512 | 25.39% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 174,584 | 1,075 | 0.0% | 0.0% | 43 | -21,528 | -10.98% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 170,576 | 1,050 | 0.0% | 0.0% | 44 | -10,462 | -5.78% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 164,146 | 1,011 | 0.0% | 0.0% | 45 | -15,299 | -8.53% | Q4 2025 | Feb 19, 2026 |
| BARCLAYS PLC | History | Added to | 148,859 | 916 | 0.0% | 0.0% | 46 | +40,819 | 37.78% | Q4 2025 | Feb 13, 2026 |
| FLC Capital Advisors | History | Reduced | 144,557 | 890 | 0.16% | 0.16% | 47 | -3,614 | -2.44% | Q4 2025 | Feb 11, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 134,496 | 828 | 0.0% | 0.0% | 48 | +110,401 | 458.19% | Q4 2025 | Jan 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 120,000 | 739 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 110,306 | 679 | 0.0% | 0.0% | 50 | -15,007 | -11.98% | Q4 2025 | Feb 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 109,845 | 676 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 104,800 | 645 | 0.0% | 0.0% | 52 | -446,300 | -80.98% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 94,562 | 582 | 0.0% | 0.0% | 53 | +9,846 | 11.62% | Q4 2025 | Feb 13, 2026 |
| Polar Asset Management Partners Inc. | History | New | 86,893 | 535 | 0.01% | — | 54 | +86,893 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 85,730 | 528 | 0.0% | 0.0% | 55 | -20,660 | -19.42% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 84,488 | 520 | 0.0% | 0.0% | 56 | -8,713 | -9.35% | Q4 2025 | Feb 13, 2026 |
| Oppenheimer & Close, LLC | History | No change | 84,387 | 519 | 0.35% | 0.32% | 57 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 77,327 | 476 | 0.0% | 0.0% | 58 | -234,511 | -75.2% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 76,422 | 470 | 0.0% | 0.0% | 59 | -78,044 | -50.53% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 73,417 | 452 | 0.0% | 0.0% | 60 | +22,508 | 44.21% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 69,836 | 430 | 0.01% | 0.01% | 61 | +1,407 | 2.06% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 68,267 | 420 | 0.01% | 0.01% | 62 | +49,190 | 257.85% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 67,155 | 414 | 0.0% | 0.0% | 63 | +33,370 | 98.77% | Q4 2025 | Feb 17, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 65,919 | 406 | 0.04% | — | 64 | +65,919 | New | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 65,197 | 401 | 0.01% | 0.01% | 65 | -93,493 | -58.92% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | No change | 63,625 | 391 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 60,750 | 374 | 0.0% | 0.0% | 67 | -1,679 | -2.69% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 60,024 | 369 | 0.0% | — | 68 | +60,024 | New | Q4 2025 | Feb 17, 2026 |
| Yakira Capital Management, Inc. | History | New | 59,554 | 366 | 0.12% | — | 69 | +59,554 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 54,558 | 336 | 0.0% | 0.0% | 70 | -164,840 | -75.13% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 54,451 | 335 | 0.0% | 0.0% | 71 | +15,194 | 38.7% | Q4 2025 | Jan 09, 2026 |
| Inscription Capital, LLC | History | New | 51,028 | 314 | 0.03% | — | 72 | +51,028 | New | Q4 2025 | Jan 29, 2026 |
| Ducere Wealth Management LLC | History | New | 50,446 | 310 | 0.12% | — | 73 | +50,446 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 49,300 | 303 | 0.0% | 0.0% | 74 | -750,482 | -93.84% | Q4 2025 | Feb 17, 2026 |
| Aviance Capital Partners, LLC | History | No change | 45,680 | 281 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 43,895 | 270 | 0.0% | 0.0% | 76 | -384 | -0.87% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 40,423 | 249 | 0.0% | 0.0% | 77 | +21,668 | 115.53% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 37,469 | 230 | 0.0% | 0.0% | 78 | +13,710 | 57.7% | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 33,327 | 205 | 0.01% | 0.01% | 79 | -61,557 | -64.88% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | New | 33,027 | 203 | 0.0% | — | 80 | +33,027 | New | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 29,516 | 181 | 0.0% | 0.0% | 81 | -21,251 | -41.86% | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 29,499 | 181 | 0.0% | 0.0% | 82 | -346 | -1.16% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 28,624 | 176 | 0.0% | 0.0% | 83 | -7,748 | -21.3% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 26,584 | 163 | 0.0% | 0.0% | 84 | -2,102 | -7.33% | Q4 2025 | Feb 10, 2026 |
| Tortuga Wealth Management, Inc | History | New | 26,250 | 161 | 0.17% | — | 85 | +26,250 | New | Q4 2025 | Apr 16, 2026 |
| Brooklyn Investment Group | History | New | 24,557 | 149 | 0.01% | — | 86 | +24,557 | New | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 20,244 | 124 | 0.0% | — | 88 | +20,244 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 20,173 | 124 | 0.0% | 0.0% | 87 | +7,990 | 65.58% | Q4 2025 | Feb 18, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 19,840 | 122 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,834 | 122 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 18,309 | 112 | 0.05% | 0.06% | 91 | -5,662 | -23.62% | Q4 2025 | Jan 30, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 17,495 | 107 | 0.0% | 0.0% | 92 | +7,240 | 70.6% | Q4 2025 | Feb 12, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 15,739 | 101 | 0.0% | 0.0% | 93 | +1,532 | 10.78% | Q4 2025 | Feb 09, 2026 |
| Cypress Wealth Services, LLC | History | New | 16,283 | 100 | 0.01% | — | 94 | +16,283 | New | Q4 2025 | Jan 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 14,898 | 91 | 0.02% | 0.02% | 95 | -11,745 | -44.08% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,620 | 90 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 13,739 | 84 | 0.0% | 0.0% | 97 | -6,513 | -32.16% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 13,234 | 81 | 0.0% | 0.01% | 98 | -51,238 | -79.47% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 12,470 | 76 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 12,140 | 74 | 0.01% | 0.13% | 100 | -267,123 | -95.65% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 11,604 | 71 | 0.0% | 0.0% | 101 | -10,112 | -46.56% | Q4 2025 | Feb 06, 2026 |
| DRW Securities, LLC | History | New | 10,842 | 66 | 0.0% | — | 103 | +10,842 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 10,723 | 66 | 0.0% | — | 102 | +10,723 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,456 | 64 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| nVerses Capital, LLC | History | New | 10,204 | 62 | 0.14% | — | 105 | +10,204 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 9,894 | 61 | 0.0% | 0.0% | 106 | +427 | 4.51% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 7,915 | 48 | 0.0% | 0.0% | 107 | +1,412 | 21.71% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,565 | 40 | 0.0% | 0.0% | 108 | +1,182 | 21.96% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 6,446 | 39 | 0.0% | 0.0% | 109 | -1,654 | -20.42% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,595 | 34 | 0.0% | 0.0% | 111 | -14,323 | -71.91% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 5,596 | 34 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,423 | 33 | 0.0% | — | 112 | +5,423 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 4,974 | 30 | 0.0% | — | 114 | +4,974 | New | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,983 | 30 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 4,854 | 29 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,219 | 25 | 0.0% | 0.0% | 116 | +1,558 | 58.55% | Q4 2025 | Jan 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,909 | 24 | 0.0% | 0.0% | 117 | -66 | -1.66% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,712 | 22 | 0.0% | 0.0% | 119 | +774 | 26.34% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,660 | 22 | 0.0% | 0.0% | 118 | -722 | -16.48% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,308 | 20 | 0.0% | 0.0% | 120 | -4,585 | -58.09% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,697 | 16 | 0.0% | 0.0% | 122 | +545 | 25.33% | Q4 2025 | Mar 16, 2026 |
| COMERICA BANK | History | No change | 2,745 | 16 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 2,458 | 15 | 0.0% | 0.0% | 123 | +369 | 17.66% | Q4 2025 | Jan 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,393 | 14 | 0.0% | 0.0% | 124 | +2,064 | 627.36% | Q4 2025 | Jan 08, 2026 |
| AlphaQuest LLC | History | No change | 2,389 | 14 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Added to | 1,984 | 12 | 0.0% | 0.0% | 127 | +203 | 11.4% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,995 | 12 | 0.0% | 0.0% | 126 | -200 | -9.11% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,964 | 11 | 0.0% | 0.0% | 128 | -900 | -31.42% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,640 | 10 | 0.0% | 0.0% | 129 | -99 | -5.69% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 885 | 5 | 0.0% | 0.0% | 131 | -170 | -16.11% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 862 | 5 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 657 | 4 | 0.0% | — | 132 | +657 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 612 | 3 | 0.0% | — | 134 | +612 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 570 | 3 | 0.0% | 0.0% | 135 | +115 | 25.27% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 606 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Optiver Holding B.V. | History | No change | 556 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 428 | 2 | 0.0% | 0.0% | 138 | -482 | -52.97% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 478 | 2 | 0.0% | — | 137 | +478 | New | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 262 | 1 | 0.0% | — | 139 | +262 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 288 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Red Tortoise LLC | History | No change | 319 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 181 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -2,057,660 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.1% | — | -1,811,991 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119,835 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -88,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,172 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -63,161 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 0.08% | — | -30,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,557 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,454 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,283 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,723 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 94 | 0 | — | 0.0% | — | -175 | -65.06% | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 110 | 0 | — | — | — | +110 | New | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | New | 102 | 0 | — | — | — | +102 | New | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 93 | 0 | — | — | — | +93 | New | Q4 2025 | Jan 29, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | — | — | -78 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 19 | 0 | — | — | — | +12 | 171.43% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 46 | 0 | — | — | — | -1 | -2.13% | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |