Forestar Group Inc. - FOR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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
VANGUARD GROUP INC History Added to 2,813,034 69,285 0.0% 0.0% 1 +43,440 1.57% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,775,459 68,360 0.01% 0.02% 2 +15,580 0.56% Q4 2025 Feb 12, 2026
BlackRock, Inc. History Added to 1,580,189 38,920 0.0% 0.0% 3 +15,648 1.0% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 737,769 18,171 0.01% 0.01% 4 +35,546 5.06% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 511,362 12,594 0.0% 5 +511,362 New Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 508,877 12,535 0.0% 0.0% 6 +5,171 1.03% Q4 2025 Feb 09, 2026
AMERIPRISE FINANCIAL INC History Added to 507,613 12,502 0.0% 0.0% 7 +4,518 0.9% Q4 2025 Feb 17, 2026
HEARTLAND ADVISORS INC History Reduced 506,450 12,473 0.67% 0.72% 8 -9,600 -1.86% Q4 2025 Feb 11, 2026
First Eagle Investment Management, LLC History Reduced 495,769 12,210 0.02% 0.03% 9 -41,500 -7.72% Q4 2025 Feb 04, 2026
Swedbank AB History Reduced 470,000 11,576 0.01% 0.01% 10 -30,000 -6.0% Q4 2025 Feb 09, 2026
STATE STREET CORP History Reduced 453,605 11,172 0.0% 0.0% 11 -1,845 -0.41% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 437,626 10,778 0.0% 0.0% 12 -68,602 -13.55% Q4 2025 Mar 25, 2026
Woodson Capital Management, LP History Reduced 430,000 10,590 1.47% 2.99% 13 -195,000 -31.2% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 332,000 8,177 0.0% 0.01% 14 +18,671 5.96% Q4 2025 Feb 17, 2026
Oakum Bay Capital LLC History New 313,145 7,712 3.77% 15 +313,145 New Q4 2025 Feb 13, 2026
DENALI ADVISORS LLC History Added to 295,165 7,269 0.81% 0.86% 16 +7,952 2.77% Q4 2025 Feb 03, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 266,112 6,554 0.03% 17 +266,112 New Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 222,147 5,471 0.0% 0.0% 18 +9,133 4.29% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Added to 200,328 4,940 0.0% 0.0% 19 +50,115 33.36% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 179,794 4,428 0.0% 0.0% 20 -12,646 -6.57% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 177,293 4,366 0.0% 0.0% 21 +24,676 16.17% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 173,153 4,264 0.0% 0.0% 22 +14,100 8.86% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History Added to 170,822 4,207 0.13% 0.17% 23 +16,718 10.85% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 163,635 4,030 0.0% 0.0% 24 -1,205 -0.73% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 160,087 3,942 0.0% 0.0% 25 -4,168 -2.54% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 148,228 3,650 0.0% 0.0% 26 -24,063 -13.97% Q4 2025 Feb 13, 2026
MOODY ALDRICH PARTNERS LLC History Reduced 132,631 3,266 0.61% 0.7% 27 -6,426 -4.62% Q4 2025 Jan 30, 2026
Bank of New York Mellon Corp History Reduced 108,160 2,663 0.0% 0.0% 28 -9,754 -8.27% Q4 2025 Feb 10, 2026
SANDLER CAPITAL MANAGEMENT History Added to 105,354 2,594 0.85% 0.39% 29 +55,589 111.7% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 102,830 2,532 0.0% 0.0% 30 -98 -0.1% Q4 2025 Feb 11, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 102,400 2,522 0.0% 0.0% 31 -21,017 -17.03% Q4 2025 Feb 17, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC History No change 100,189 2,468 0.11% 0.08% 32 0 0.0% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 96,380 2,373 0.0% 0.0% 33 +25,700 36.36% Q4 2025 Feb 12, 2026
ALGERT GLOBAL LLC History Reduced 95,335 2,348 0.04% 0.07% 34 -57,107 -37.46% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 86,732 2,136 0.0% 0.0% 35 +14,715 20.43% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Added to 85,389 2,103 0.0% 0.0% 36 +7,812 10.07% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 83,981 2,068 0.0% 0.0% 37 0 0.0% Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History Added to 78,426 1,931 0.0% 0.0% 38 +33,656 75.18% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History No change 74,392 1,832 0.0% 0.0% 39 0 0.0% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 68,659 1,691 0.0% 0.0% 40 -10,770 -13.56% Q4 2025 Feb 10, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 67,100 1,652 0.01% 0.01% 41 -5,200 -7.19% Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History Reduced 65,781 1,620 0.0% 0.0% 42 -18,600 -22.04% Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 58,303 1,436 0.07% 0.05% 43 +8,619 17.35% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History New 54,908 1,352 0.0% 44 +54,908 New Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 51,458 1,267 0.0% 0.0% 45 -213,162 -80.55% Q4 2025 Feb 17, 2026
PDT Partners, LLC History Reduced 49,376 1,216 0.08% 0.09% 46 -5,900 -10.67% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 45,328 1,116 0.0% 0.0% 47 -929 -2.01% Q4 2025 Feb 19, 2026
JANE STREET GROUP, LLC History New 44,848 1,104 0.0% 48 +44,848 New Q4 2025 Feb 12, 2026
Creative Planning History Added to 43,396 1,068 0.0% 0.0% 49 +734 1.72% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 43,215 1,064 0.0% 0.0% 50 -4,569 -9.56% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 39,357 969 0.0% 0.0% 51 +7,361 23.01% Q4 2025 Feb 13, 2026
Swiss National Bank History No change 39,317 968 0.0% 0.0% 52 0 0.0% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 39,054 961 0.0% 0.0% 53 -3,519 -8.27% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Reduced 37,761 930 0.0% 0.0% 54 -1,870 -4.72% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 37,447 922 0.0% 0.0% 55 -143 -0.38% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History No change 35,800 881 0.0% 0.0% 56 0 0.0% Q4 2025 Jan 28, 2026
Palogic Value Management, L.P. History No change 35,000 862 0.36% 0.37% 57 0 0.0% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 34,506 849 0.0% 0.0% 58 +6,853 24.78% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 28,899 711 0.0% 0.0% 59 +4,465 18.27% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 28,089 691 0.01% 0.01% 60 +2,912 11.57% Q4 2025 Feb 03, 2026
Qube Research & Technologies Ltd History Reduced 26,834 660 0.0% 0.0% 61 -1,515 -5.34% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Reduced 26,742 658 0.01% 0.01% 62 -3,627 -11.94% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 26,502 652 0.0% 0.0% 63 -2,216 -7.72% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 24,498 603 0.0% 0.0% 64 +1,717 7.54% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 22,546 555 0.0% 0.0% 65 -2,260 -9.11% Q4 2025 Feb 17, 2026
Total Wealth Planning & Management, Inc. History New 22,398 551 0.41% 67 +22,398 New Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Reduced 22,373 551 0.0% 0.0% 66 -8,480 -27.49% Q4 2025 Feb 13, 2026
ARISTEIA CAPITAL, L.L.C. History New 22,299 549 0.01% 68 +22,299 New Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 22,102 544 0.0% 0.0% 69 -13,376 -37.7% Q4 2025 Jan 29, 2026
Legal & General Group Plc History Reduced 22,016 542 0.0% 0.0% 70 -62 -0.28% Q4 2025 Feb 09, 2026
GLENMEDE TRUST CO NA History New 20,973 516 0.0% 71 +20,973 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 20,430 503 0.0% 0.0% 72 +1,307 6.83% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 19,640 483 0.0% 0.0% 73 -176 -0.89% Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 19,092 471 0.0% 0.0% 74 +1,293 7.26% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 18,651 459 0.0% 0.0% 75 -21 -0.11% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 18,499 455 0.0% 0.0% 76 -16,901 -47.74% Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History New 18,271 450 0.04% 77 +18,271 New Q4 2025 Feb 06, 2026
Legato Capital Management LLC History New 17,554 432 0.04% 78 +17,554 New Q4 2025 Feb 06, 2026
Integrated Quantitative Investments LLC History New 17,554 432 0.09% 79 +17,554 New Q4 2025 Feb 12, 2026
Mariner, LLC History Reduced 17,509 431 0.0% 0.0% 80 -1,982 -10.17% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 17,166 422 0.0% 0.0% 81 +13,492 367.23% Q4 2025 Feb 18, 2026
MQS Management LLC History New 16,744 412 0.24% 82 +16,744 New Q4 2025 Feb 09, 2026
CWM, LLC History Added to 16,654 410 0.0% 0.0% 83 +231 1.41% Q4 2025 Jan 26, 2026
Sterling Capital Management LLC History Reduced 16,244 400 0.01% 0.01% 84 -220 -1.34% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 15,897 391 0.0% 0.0% 85 -3,447 -17.82% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 15,805 389 0.0% 0.0% 86 -122,063 -88.54% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Reduced 14,531 357 0.0% 0.0% 87 -117,787 -89.02% Q4 2025 Feb 17, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 13,578 334 0.05% 0.2% 88 -37,956 -73.65% Q4 2025 Feb 17, 2026
FMR LLC History Added to 12,180 300 0.0% 0.0% 89 +690 6.01% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History New 11,375 280 0.0% 90 +11,375 New Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History No change 11,222 276 0.0% 0.0% 91 0 0.0% Q4 2025 Feb 12, 2026
XTX Topco Ltd History New 10,819 266 0.01% 92 +10,819 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 10,624 261 0.0% 0.0% 93 -30,809 -74.36% Q4 2025 Feb 13, 2026
STALEY CAPITAL ADVISERS INC History No change 1,750 252 0.01% 0.01% 94 0 0.0% Q4 2025 Feb 05, 2026
FineMark National Bank & Trust History No change 10,130 249 0.01% 0.01% 95 0 0.0% Q4 2025 Feb 12, 2026
JBF Capital, Inc. History No change 10,000 246 0.04% 0.04% 96 0 0.0% Q4 2025 Feb 12, 2026
Assenagon Asset Management S.A. History Added to 9,946 244 0.0% 0.0% 97 +500 5.29% Q4 2025 Jan 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 9,639 243 0.0% 0.0% 98 -196 -1.99% Q4 2025 Jan 08, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 9,693 238 0.0% 0.0% 99 -27 -0.28% Q4 2025 Jan 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 9,618 236 0.0% 100 +9,618 New Q4 2025 Feb 13, 2026
EntryPoint Capital, LLC History Added to 9,177 226 0.09% 0.08% 101 +1,333 16.99% Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History New 9,141 225 0.0% 103 +9,141 New Q4 2025 Mar 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 9,154 225 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 9,009 221 0.0% 0.0% 104 -116 -1.27% Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 8,744 215 0.11% 105 +8,744 New Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History New 8,423 207 0.0% 106 +8,423 New Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 8,190 201 0.0% 0.0% 107 -321 -3.77% Q4 2025 Feb 13, 2026
Aquatic Capital Management LLC History Reduced 5,536 136 0.0% 0.0% 108 -532 -8.77% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History New 5,311 131 0.0% 109 +5,311 New Q4 2025 Jan 09, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,287 130 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 5,186 127 0.0% 0.0% 111 -389 -6.98% Q4 2025 Jan 30, 2026
AlphaQuest LLC History Reduced 5,135 126 0.01% 0.03% 112 -10,958 -68.09% Q4 2025 Feb 09, 2026
BESSEMER GROUP INC History Added to 3,756 93 0.0% 0.0% 113 +16 0.43% Q4 2025 Feb 05, 2026
Parallel Advisors, LLC History No change 3,655 90 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 11, 2026
STRS OHIO History No change 3,500 86 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 02, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,462 85 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 3,366 82 0.0% 0.0% 117 0 0.0% Q4 2025 Jan 27, 2026
State of Alaska, Department of Revenue History Added to 2,918 71 0.0% 0.0% 118 +205 7.56% Q4 2025 Jan 23, 2026
State of Wyoming History New 2,665 65 0.01% 119 +2,665 New Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 2,441 60 0.0% 0.0% 120 +275 12.7% Q4 2025 Jan 20, 2026
CANADA LIFE ASSURANCE Co History No change 2,259 56 0.0% 0.0% 121 0 0.0% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 2,209 54 0.0% 0.0% 122 +109 5.19% Q4 2025 Mar 16, 2026
Caitong International Asset Management Co., Ltd History Added to 1,814 44 0.01% 0.02% 124 +821 82.68% Q4 2025 Mar 03, 2026
Ameritas Investment Partners, Inc. History No change 1,808 44 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 11, 2026
COMERICA BANK History No change 1,269 31 0.0% 0.0% 125 0 0.0% Q4 2025 Jan 29, 2026
Versant Capital Management, Inc History Reduced 1,244 30 0.0% 0.0% 126 -88 -6.61% Q4 2025 Jan 08, 2026
Kestra Advisory Services, LLC History New 1,113 27 0.0% 127 +1,113 New Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,008 24 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 773 19 0.0% 0.0% 129 -935 -54.74% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 750 18 0.0% 0.0% 130 0 0.0% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 724 17 0.0% 0.0% 131 +290 66.82% Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Reduced 607 15 0.0% 0.0% 132 -49 -7.47% Q4 2025 Feb 05, 2026
True Wealth Design, LLC History Reduced 643 15 0.0% 0.01% 133 -28 -4.17% Q4 2025 Jan 08, 2026
Quarry LP History Added to 590 14 0.0% 135 +587 19566.67% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Reduced 594 14 0.0% 0.0% 134 -63 -9.59% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 535 13 0.0% 0.0% 136 -331 -38.22% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 474 12 0.0% 0.0% 137 -8 -1.66% Q4 2025 Jan 20, 2026
GAMMA Investing LLC History Reduced 383 9 0.0% 0.0% 138 -144 -27.32% Q4 2025 Jan 05, 2026
Pinnacle Wealth Planning Services, Inc. History New 356 8 0.0% 140 +356 New Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History No change 325 8 0.0% 0.0% 139 0 0.0% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 302 7 0.0% 0.0% 141 -189 -38.49% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 271 6 0.0% 142 +271 New Q4 2025 Feb 05, 2026
IFP Advisors, Inc History Added to 278 6 0.0% 0.0% 143 +34 13.93% Q4 2025 Feb 06, 2026
WealthCollab, LLC History No change 252 6 0.0% 0.0% 144 0 0.0% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 136 3 0.0% 145 +101 288.57% Q4 2025 Jan 23, 2026
Quantbot Technologies LP History Reduced 98 2 0.0% 0.01% 146 -16,791 -99.42% Q4 2025 Feb 10, 2026
Arax Advisory Partners History Reduced 97 2 0.0% 0.0% 147 -6,926 -98.62% Q4 2025 Feb 13, 2026
Covestor Ltd History Reduced 71 2 0.0% 0.0% 149 -11 -13.41% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History No change 108 2 0.0% 0.0% 148 0 0.0% Q4 2025 Feb 17, 2026
McMillan Office, Inc. History New 66 1 0.0% 153 +66 New Q4 2025 Feb 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 47 1 0.0% 151 +47 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 75 1 0.0% 0.0% 150 +14 22.95% Q4 2025 Feb 10, 2026
Front Row Advisors LLC History No change 70 1 0.0% 0.0% 152 0 0.0% Q4 2025 Feb 12, 2026
Harel Insurance Investments & Financial Services Ltd. History Closed out 0 0 0.02% -75,500 -100.0% Q3 2025 Oct 29, 2025
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -58,464 -100.0% Q3 2025 Nov 13, 2025
FORMULA GROWTH LTD History Closed out 0 0 0.3% -32,000 -100.0% Q3 2025 Nov 13, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.01% -19,455 -100.0% Q3 2025 Nov 17, 2025
Integrated Advisors Network LLC History Closed out 0 0 0.02% -18,226 -100.0% Q3 2025 Nov 12, 2025
STIFEL FINANCIAL CORP History Closed out 0 0 0.0% -17,023 -100.0% Q3 2025 Nov 12, 2025
Premier Fund Managers Ltd History Closed out 0 0 0.01% -6,659 -100.0% Q3 2025 Nov 10, 2025
Abound Wealth Management History Closed out 0 0 0.0% -594 -100.0% Q3 2025 Oct 10, 2025
Clearstead Advisors, LLC History Closed out 0 0 0.0% -396 -100.0% Q3 2025 Nov 10, 2025
CIBC Private Wealth Group LLC History Closed out 0 0 0.0% -80 -100.0% Q3 2025 Nov 24, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -70 -100.0% Q3 2025 Nov 18, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -52 -100.0% Q3 2025 Nov 12, 2025
MONTAG A & ASSOCIATES INC History Closed out 0 0 -27 -100.0% Q3 2025 Nov 12, 2025
Smartleaf Asset Management LLC History New 24 0 +24 New Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History New 20 0 +20 New Q4 2025 Jan 23, 2026
MAI Capital Management History New 16 0 +16 New Q4 2025 Feb 13, 2026
Trust Co History New 15 0 +15 New Q4 2025 Jan 15, 2026
JPL Wealth Management, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Nov 14, 2025
Turning Point Benefit Group, Inc. History Closed out 0 0 -9 -100.0% Q3 2025 Nov 17, 2025
Sunbelt Securities, Inc. History Added to 27 0 +3 12.5% Q4 2025 Feb 20, 2026
SageView Advisory Group, LLC History New 2 0 +2 New Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Reduced 11 0 -1 -8.33% Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 1 0 0 0.0% Q4 2025 Feb 17, 2026
ASSETMARK, INC History No change 16 0 0 0.0% Q4 2025 Jan 23, 2026
Quaker Wealth Management, LLC History No change 15 0 0 0.0% Q4 2025 Jan 28, 2026
SBI Securities Co., Ltd. History No change 31 0 0 0.0% Q4 2025 Feb 03, 2026
Bell Investment Advisors, Inc History No change 23 0 0 0.0% Q4 2025 Feb 24, 2026