Fresenius Medical Care AG - FMS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,752,836 | 351,412 | 1.05% | 1.26% | 1 | -64,016 | -0.43% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 4,961,969 | 118,194 | 1.3% | 1.45% | 2 | -495,419 | -9.08% | Q4 2025 | Feb 11, 2026 |
| DODGE & COX | History | No change | 3,826,910 | 91,156 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,939,839 | 70,027 | 0.0% | 0.0% | 4 | +942,497 | 47.19% | Q4 2025 | Feb 13, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 1,286,763 | 30,650 | 0.6% | 0.69% | 5 | -16,661 | -1.28% | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,132,814 | 26,983 | 0.03% | 0.02% | 6 | +598,814 | 112.14% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 816,200 | 19,442 | 0.15% | 0.16% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 735,014 | 17,508 | 0.0% | 0.0% | 8 | -44,177 | -5.67% | Q4 2025 | Mar 25, 2026 |
| Integral Health Asset Management, LLC | History | Added to | 650,000 | 15,483 | 0.77% | 0.8% | 9 | +200,000 | 44.44% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 461,759 | 10,999 | 0.0% | 0.0% | 10 | -6,643 | -1.42% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 401,076 | 9,553 | 0.0% | 0.0% | 11 | -16,711 | -4.0% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 349,500 | 8,325 | 0.3% | 0.34% | 12 | -22,700 | -6.1% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 294,915 | 7,024 | 0.01% | 0.02% | 13 | +57,923 | 24.44% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 286,898 | 6,833 | 0.0% | 0.0% | 14 | +4,824 | 1.71% | Q4 2025 | Feb 18, 2026 |
| Moran Wealth Management, LLC | History | Added to | 264,462 | 6,299 | 0.19% | 0.13% | 15 | +106,438 | 67.36% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 255,716 | 6,091 | 0.0% | 0.0% | 16 | -24,462 | -8.73% | Q4 2025 | Feb 10, 2026 |
| ABC ARBITRAGE SA | History | Added to | 249,800 | 5,950 | 0.56% | 0.05% | 17 | +229,589 | 1135.96% | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 201,872 | 4,808 | 0.0% | 0.01% | 18 | -21,350 | -9.56% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Added to | 162,925 | 3,880 | 0.0% | 0.0% | 19 | +68,622 | 72.77% | Q4 2025 | Feb 17, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 152,962 | 3,643 | 1.22% | 1.4% | 20 | -10,625 | -6.5% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 135,434 | 3,226 | 0.0% | 0.0% | 21 | +80,057 | 144.57% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 134,693 | 3,208 | 0.0% | 0.0% | 22 | -19,817 | -12.83% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 101,827 | 2,425 | 0.0% | 0.0% | 23 | -51,622 | -33.64% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 98,901 | 2,355 | 0.0% | 0.0% | 24 | +42,649 | 75.82% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Added to | 94,093 | 2,241 | 0.06% | 0.02% | 25 | +82,935 | 743.28% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 83,089 | 1,979 | 0.0% | 0.0% | 26 | +888 | 1.08% | Q4 2025 | Feb 17, 2026 |
| SEARLE & CO. | History | No change | 80,725 | 1,922 | 0.5% | 0.56% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Broyhill Asset Management, LLC | History | Added to | 77,537 | 1,846 | 1.63% | 1.79% | 28 | +100 | 0.13% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 76,888 | 1,831 | 0.0% | 0.0% | 29 | -26,187 | -25.41% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 75,530 | 1,799 | 0.0% | — | 30 | +75,530 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 71,748 | 1,709 | 0.0% | 0.0% | 31 | +7,906 | 12.38% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 68,008 | 1,619 | 0.01% | — | 32 | +68,008 | New | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 67,771 | 1,614 | 0.02% | 0.02% | 33 | +2,869 | 4.42% | Q4 2025 | Feb 02, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 67,196 | 1,600 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | Added to | 66,782 | 1,590 | 0.0% | 0.0% | 35 | +52,903 | 381.17% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 60,295 | 1,436 | 0.0% | 0.0% | 36 | +60,249 | 130976.09% | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 57,265 | 1,364 | 0.02% | 0.03% | 37 | -7,568 | -11.67% | Q4 2025 | Feb 03, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 54,079 | 1,288 | 0.02% | 0.01% | 38 | +20,838 | 62.69% | Q4 2025 | Feb 12, 2026 |
| XY Capital Ltd | History | Added to | 53,610 | 1,276 | 0.8% | 0.51% | 39 | +16,467 | 44.33% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 53,338 | 1,270 | 0.0% | 0.0% | 40 | +44,938 | 534.98% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 52,720 | 1,255 | 0.0% | 0.0% | 41 | -5,185 | -8.95% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 49,187 | 1,171 | 0.0% | 0.0% | 42 | -9,404 | -16.05% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 48,647 | 1,158 | 0.0% | 0.0% | 43 | +38,005 | 357.12% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 47,609 | 1,134 | 0.0% | 0.0% | 44 | -154 | -0.32% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 47,587 | 1,133 | 0.0% | 0.0% | 45 | +10,008 | 26.63% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 45,624 | 1,086 | 0.0% | 0.0% | 46 | -4,037 | -8.13% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 45,522 | 1,084 | 0.0% | 0.0% | 47 | +14,078 | 44.77% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 45,371 | 1,080 | 0.01% | 0.01% | 48 | +6,627 | 17.1% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 43,079 | 1,026 | 0.0% | 0.0% | 49 | -4,121 | -8.73% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 42,950 | 1,023 | 0.02% | 0.02% | 50 | -4,806 | -10.06% | Q4 2025 | Feb 03, 2026 |
| Balefire, LLC | History | Reduced | 42,891 | 1,021 | 0.2% | 0.26% | 51 | -6,365 | -12.92% | Q4 2025 | Jan 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 42,216 | 1,005 | 0.01% | 0.01% | 52 | -1,716 | -3.91% | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 40,522 | 965 | 0.0% | 0.0% | 53 | -276,587 | -87.22% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 40,146 | 956 | 0.0% | 0.0% | 54 | -1,514 | -3.63% | Q4 2025 | Feb 11, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 39,775 | 947 | 0.23% | 0.26% | 55 | +110 | 0.28% | Q4 2025 | Jan 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 39,589 | 943 | 0.0% | 0.0% | 56 | +23,289 | 142.88% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 38,506 | 917 | 0.02% | 0.01% | 57 | +23,293 | 153.11% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 37,443 | 891 | 0.0% | — | 58 | +37,443 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,315 | 888 | 0.0% | 0.0% | 59 | +4,876 | 15.03% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 37,207 | 886 | 0.0% | 0.0% | 60 | +14,607 | 64.63% | Q4 2025 | Feb 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 36,800 | 876 | 0.04% | 0.05% | 61 | -4,200 | -10.24% | Q4 2025 | Feb 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 35,888 | 854 | 0.0% | 0.0% | 62 | +6,472 | 22.0% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 35,813 | 853 | 0.0% | 0.0% | 63 | -2,098 | -5.53% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 33,854 | 806 | 0.01% | 0.0% | 64 | +23,194 | 217.58% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 32,996 | 785 | 0.0% | — | 65 | +32,996 | New | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 29,284 | 697 | 0.08% | 0.09% | 66 | -558 | -1.87% | Q4 2025 | Jan 08, 2026 |
| Callan Family Office, LLC | History | Added to | 29,177 | 694 | 0.01% | 0.02% | 67 | +1,563 | 5.66% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 28,691 | 683 | 0.01% | 0.01% | 68 | -8,326 | -22.49% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 27,811 | 662 | 0.0% | 0.0% | 69 | -583 | -2.05% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,664 | 587 | 0.0% | 0.0% | 70 | +3,900 | 18.78% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 24,156 | 575 | 0.0% | 0.0% | 71 | -22,099 | -47.78% | Q4 2025 | Jan 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 24,006 | 571 | 0.01% | 0.01% | 72 | +5,595 | 30.39% | Q4 2025 | Jan 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 21,992 | 523 | 0.0% | 0.0% | 73 | -70 | -0.32% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 21,083 | 502 | 0.0% | — | 74 | +21,083 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 20,945 | 498 | 0.0% | 0.0% | 75 | -505 | -2.35% | Q4 2025 | Feb 10, 2026 |
| DMC Group, LLC | History | Added to | 19,474 | 463 | 0.31% | 0.14% | 76 | +11,642 | 148.65% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,091 | 454 | 0.0% | 0.0% | 77 | -10,205 | -34.83% | Q4 2025 | Mar 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 18,766 | 447 | 0.0% | 0.0% | 78 | +726 | 4.02% | Q4 2025 | Feb 02, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 6,900 | 442 | 0.11% | 0.2% | 79 | -25,900 | -78.96% | Q4 2025 | Feb 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 18,306 | 436 | 0.05% | — | 80 | +18,306 | New | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 18,014 | 429 | 0.01% | 0.01% | 81 | +6,856 | 61.44% | Q4 2025 | Jan 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 17,952 | 427 | 0.01% | 0.02% | 82 | -212 | -1.17% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 17,569 | 418 | 0.0% | 0.0% | 83 | -44,852 | -71.85% | Q4 2025 | Feb 17, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 2,000 | 414 | 0.15% | 0.1% | 84 | -7,198 | -78.26% | Q4 2025 | Jan 27, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 17,340 | 413 | 0.0% | 0.0% | 85 | +3,251 | 23.07% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,266 | 411 | 0.0% | 0.0% | 86 | -1,861 | -9.73% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,248 | 410 | 0.0% | 0.0% | 87 | -342 | -1.94% | Q4 2025 | Feb 06, 2026 |
| MEYER HANDELMAN CO | History | No change | 16,000 | 381 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Riverwater Partners LLC | History | No change | 15,306 | 364 | 0.14% | 0.17% | 89 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corient IA LLC | History | Reduced | 15,000 | 357 | 0.34% | 0.49% | 90 | -10,000 | -40.0% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 14,675 | 349 | 0.01% | — | 91 | +14,675 | New | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 13,532 | 322 | 0.03% | 0.04% | 92 | -50 | -0.37% | Q4 2025 | Jan 27, 2026 |
| Forum Financial Management, LP | History | No change | 13,510 | 321 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 12,839 | 305 | 0.0% | 0.0% | 94 | -420 | -3.17% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 12,599 | 300 | 0.07% | — | 95 | +12,599 | New | Q4 2025 | Jan 26, 2026 |
| SYON CAPITAL LLC | History | Reduced | 12,585 | 299 | 0.01% | 0.02% | 96 | -1,395 | -9.98% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 12,369 | 295 | 0.0% | 0.0% | 97 | -2,962 | -19.32% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,341 | 293 | 0.0% | 0.0% | 98 | +81 | 0.66% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 12,159 | 289 | 0.0% | 0.0% | 99 | +550 | 4.74% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 11,760 | 280 | 0.0% | 0.0% | 100 | -614 | -4.96% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 11,571 | 275 | 0.01% | — | 101 | +11,571 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 11,420 | 272 | 0.03% | 0.03% | 102 | +3,481 | 43.85% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,134 | 265 | 0.0% | 0.0% | 103 | +1,142 | 11.43% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,116 | 264 | 0.01% | 0.01% | 104 | -2,796 | -20.1% | Q4 2025 | Feb 05, 2026 |
| One Capital Management, LLC | History | No change | 10,482 | 249 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 10,310 | 246 | 0.0% | 0.0% | 106 | +160 | 1.58% | Q4 2025 | Jan 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,107 | 240 | 0.0% | 0.0% | 107 | -1,426 | -12.36% | Q4 2025 | Feb 06, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | New | 10,000 | 238 | 0.07% | — | 108 | +10,000 | New | Q4 2025 | Feb 02, 2026 |
| Kimelman & Baird, LLC | History | No change | 9,734 | 231 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,630 | 229 | 0.01% | — | 110 | +9,630 | New | Q4 2025 | Feb 13, 2026 |
| Advisors Preferred, LLC | History | New | 9,637 | 226 | 0.04% | — | 111 | +9,637 | New | Q4 2025 | Feb 02, 2026 |
| Caprock Group, LLC | History | Added to | 9,402 | 223 | 0.0% | 0.01% | 112 | +471 | 5.27% | Q4 2025 | Jan 28, 2026 |
| DRW Securities, LLC | History | New | 9,114 | 217 | 0.01% | — | 113 | +9,114 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | New | 9,008 | 214 | 0.0% | — | 115 | +9,008 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,017 | 214 | 0.0% | 0.0% | 114 | +553 | 6.53% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 8,923 | 212 | 0.01% | 0.02% | 116 | -1,514 | -14.51% | Q4 2025 | Jan 05, 2026 |
| Brooklyn Investment Group | History | New | 8,860 | 211 | 0.01% | — | 118 | +8,860 | New | Q4 2025 | Feb 12, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 8,896 | 211 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 8,895 | 211 | 0.14% | 0.15% | 119 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 8,846 | 210 | 0.0% | 0.0% | 121 | -6 | -0.07% | Q4 2025 | Feb 17, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 8,850 | 210 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 8,762 | 209 | 0.02% | 0.03% | 122 | -5,747 | -39.61% | Q4 2025 | Feb 10, 2026 |
| Clearbridge Investments, LLC | History | Added to | 8,618 | 205 | 0.0% | 0.0% | 123 | +64 | 0.75% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,465 | 177 | 0.0% | 0.0% | 124 | -8,223 | -52.42% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,370 | 176 | 0.0% | 0.0% | 125 | +699 | 10.48% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 7,333 | 174 | 0.0% | 0.0% | 126 | -68 | -0.92% | Q4 2025 | Jan 20, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 6,000 | 143 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,483 | 130 | 0.0% | 0.0% | 128 | -1,598 | -22.57% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,976 | 118 | 0.0% | 0.0% | 129 | -644 | -11.46% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,621 | 86 | 0.0% | 0.0% | 130 | +72 | 2.03% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,519 | 83 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,752 | 65 | 0.0% | 0.0% | 132 | -220 | -7.4% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,684 | 63 | 0.0% | 0.0% | 133 | +248 | 10.18% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,444 | 58 | 0.0% | — | 134 | +2,444 | New | Q4 2025 | Feb 13, 2026 |
| Cromwell Holdings LLC | History | No change | 2,275 | 54 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,140 | 50 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,029 | 48 | 0.0% | — | 137 | +2,029 | New | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | Added to | 1,970 | 46 | 0.01% | 0.01% | 138 | +26 | 1.34% | Q4 2025 | Jan 21, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 1,800 | 42 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,692 | 40 | 0.0% | 0.0% | 140 | -42 | -2.42% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Added to | 1,613 | 38 | 0.0% | 0.0% | 141 | +885 | 121.57% | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1,551 | 36 | 0.02% | 0.03% | 142 | -47 | -2.94% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,500 | 35 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,401 | 33 | 0.0% | 0.01% | 144 | -1,539 | -52.35% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,363 | 32 | 0.0% | — | 145 | +1,363 | New | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 1,212 | 29 | 0.0% | 0.0% | 146 | -109 | -8.25% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,256 | 29 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,153 | 27 | 0.0% | 0.0% | 148 | -227 | -16.45% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,141 | 27 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 980 | 23 | 0.0% | 0.0% | 150 | +181 | 22.65% | Q4 2025 | Jan 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 950 | 22 | 0.01% | 0.0% | 152 | +883 | 1317.91% | Q4 2025 | Mar 03, 2026 |
| Centerpoint Advisors, LLC | History | No change | 944 | 22 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 921 | 21 | 0.0% | — | 153 | +921 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 890 | 21 | 0.0% | 0.0% | 154 | +203 | 29.55% | Q4 2025 | Mar 16, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 926 | 20 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Leonteq Securities AG | History | No change | 750 | 17 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 600 | 14 | 0.0% | 0.0% | 158 | +314 | 109.79% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 596 | 14 | 0.0% | 0.01% | 159 | +157 | 35.76% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 604 | 14 | 0.0% | 0.0% | 157 | -82 | -11.95% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 505 | 12 | 0.0% | 0.0% | 160 | +351 | 227.92% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 464 | 11 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 478 | 11 | 0.0% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Reduced | 423 | 10 | 0.0% | 0.0% | 163 | -320 | -43.07% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 410 | 9 | 0.0% | 0.0% | 165 | +329 | 406.17% | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 419 | 9 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JNBA Financial Advisors | History | No change | 301 | 7 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 272 | 6 | 0.0% | — | 168 | +272 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 267 | 6 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BESSEMER GROUP INC | History | Added to | 219 | 5 | 0.0% | 0.0% | 169 | +107 | 95.54% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 222 | 5 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | No change | 219 | 5 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 169 | 4 | 0.0% | 0.0% | 175 | +28 | 19.86% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 209 | 4 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 188 | 4 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 206 | 4 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UMB Bank, n.a. | History | No change | 150 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BankPlus Trust Department | History | No change | 154 | 3 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SJS Investment Consulting Inc. | History | New | 106 | 2 | 0.0% | — | 184 | +106 | New | Q4 2025 | Jan 21, 2026 |
| Knights of Columbus Asset Advisors LLC | History | New | 100 | 2 | 0.0% | — | 182 | +100 | New | Q4 2025 | Feb 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 98 | 2 | 0.0% | — | 178 | +98 | New | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 116 | 2 | 0.0% | 0.0% | 183 | -78 | -40.21% | Q4 2025 | Jan 29, 2026 |
| ATWOOD & PALMER INC | History | No change | 100 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 84 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 77 | 1 | 0.0% | 0.0% | 192 | -123 | -61.5% | Q4 2025 | Jan 08, 2026 |
| Signature Equity Partners, LLC | History | New | 82 | 1 | 0.0% | — | 193 | +82 | New | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | New | 51 | 1 | 0.0% | — | 188 | +51 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 70 | 1 | 0.0% | 0.0% | 190 | -12 | -14.63% | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 56 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 44 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,443 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -17,271 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,640 | -100.0% | Q3 2025 | Nov 17, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,240 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -11,033 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,033 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,999 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,859 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,217 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,047 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,560 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dorsey & Whitney Trust CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,789 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,563 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GROUP ONE TRADING LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -2,769 | -98.75% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,632 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -418 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Salomon & Ludwin, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -131 | -85.06% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FINANCIAL CONSULATE, INC | History | Reduced | 36 | 0 | — | 0.0% | — | -71 | -66.36% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 16 | 0 | — | 0.0% | — | -50 | -75.76% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -36 | -87.8% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Jan 21, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Financial Management LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ancora Advisors LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 15, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 08, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 37 | 0 | — | — | — | +8 | 27.59% | Q4 2025 | Feb 05, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 22 | 0 | — | — | — | +8 | 57.14% | Q4 2025 | Feb 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Investors Research Corp | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Abound Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bare Financial Services, Inc | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |