Fortrea Holdings Inc. - FTRE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 Added to 14,766,278 254,718 0.0% 0.0% 1 +576,378 4.06% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 8,331,016 143,710 0.0% 0.0% 2 +258,098 3.2% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 8,272,597 142,702 0.02% 0.01% 3 +293,992 3.68% Q4 2025 Mar 25, 2026
Corvex Management LP History No change 4,508,531 77,772 2.38% 1.26% 4 0 0.0% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 4,110,899 70,913 0.0% 0.0% 5 +39,777 0.98% Q4 2025 Feb 13, 2026
Sessa Capital IM, L.P. History No change 3,993,550 68,888 1.29% 0.8% 6 0 0.0% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 3,219,029 55,528 0.01% 0.0% 7 +565,891 21.33% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 2,988,061 51,544 0.03% 0.02% 8 -747,422 -20.01% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 2,640,156 45,542 0.0% 0.0% 9 -412,330 -13.51% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 2,556,193 44,094 0.01% 0.01% 10 +7,685 0.3% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 2,467,625 42,566 0.0% 0.0% 11 -339,911 -12.11% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,278,934 39,317 0.0% 0.0% 12 +196,759 9.45% Q4 2025 Feb 09, 2026
Nuveen, LLC History Added to 2,105,828 36,325 0.01% 0.0% 13 +286,668 15.76% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 2,105,526 36,320 0.02% 0.0% 14 +752,316 55.59% Q4 2025 Feb 17, 2026
Park West Asset Management LLC History Reduced 2,038,159 35,158 2.92% 1.57% 15 -168,397 -7.63% Q4 2025 Feb 17, 2026
Iron Triangle Partners LP History New 1,986,333 34,264 3.92% 16 +1,986,333 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Added to 1,368,656 23,609 0.11% 0.0% 17 +1,312,297 2328.46% Q4 2025 Feb 12, 2026
Eagle Health Investments LP History Added to 1,218,560 21,020 4.62% 2.19% 18 +229,788 23.24% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Added to 963,577 16,621 0.0% 0.0% 19 +2,699 0.28% Q4 2025 Feb 17, 2026
BECK MACK & OLIVER LLC History Reduced 804,651 13,880 0.25% 0.21% 20 -599,073 -42.68% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 794,615 13,707 0.0% 0.0% 21 +65,787 9.03% Q4 2025 Feb 19, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 789,709 13,622 0.02% 0.01% 22 -505,291 -39.02% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 750,444 12,945 0.0% 0.0% 23 -774,579 -50.79% Q4 2025 Feb 17, 2026
LORD, ABBETT & CO. LLC History Added to 705,868 12,176 0.04% 0.01% 24 +113,755 19.21% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 673,737 11,621 0.01% 0.0% 25 +152,358 29.22% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Reduced 604,726 10,431 0.01% 0.01% 26 -474,050 -43.94% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 580,002 10,005 0.0% 0.0% 27 +683 0.12% Q4 2025 Feb 10, 2026
Allianz Asset Management GmbH History Added to 572,421 9,874 0.01% 0.0% 28 +267,413 87.67% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Reduced 554,566 9,566 0.0% 0.0% 29 -138,136 -19.94% Q4 2025 Feb 11, 2026
ALGERT GLOBAL LLC History Reduced 518,417 8,943 0.14% 0.14% 30 -492,658 -48.73% Q4 2025 Feb 17, 2026
Alyeska Investment Group, L.P. History No change 500,000 8,625 0.02% 0.01% 31 0 0.0% Q4 2025 Feb 13, 2026
PDT Partners, LLC History Reduced 495,107 8,540 0.55% 0.29% 32 -45,822 -8.47% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 492,781 8,500 0.0% 0.0% 33 -98,835 -16.71% Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 483,223 8,335 0.0% 0.0% 34 -34,357 -6.64% Q4 2025 Feb 02, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 481,126 8,299 0.01% 0.0% 35 +365,161 314.89% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 463,296 7,991 0.0% 0.0% 36 +265,329 134.03% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 384,755 6,637 0.05% 37 +384,755 New Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 383,867 6,621 0.01% 0.0% 38 +147,867 62.66% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 349,771 6,033 0.0% 0.0% 39 +55,301 18.78% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 346,443 5,976 0.0% 0.0% 40 -4,987 -1.42% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 340,454 5,872 0.01% 0.01% 41 -779,801 -69.61% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 337,000 5,813 0.01% 0.0% 42 +138,000 69.35% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 319,811 5,516 0.02% 0.01% 43 -34,350 -9.7% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 309,384 5,336 0.05% 0.02% 44 +57,120 22.64% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 296,346 5,111 0.02% 0.01% 45 +8,298 2.88% Q4 2025 Feb 13, 2026
Concentric Capital Strategies, LP History New 293,924 5,070 0.24% 46 +293,924 New Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History Reduced 279,457 4,820 0.17% 0.1% 47 -25,217 -8.28% Q4 2025 Feb 11, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 279,273 4,817 0.04% 0.02% 48 +35,453 14.54% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 277,767 4,792 0.0% 49 +277,767 New Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 274,055 4,727 0.0% 0.0% 50 -546,488 -66.6% Q4 2025 Jan 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 269,173 4,643 0.0% 0.0% 51 -57,328 -17.56% Q4 2025 Feb 12, 2026
Longaeva Partners L.P. History New 252,074 4,348 0.36% 52 +252,074 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 239,806 4,136 0.0% 0.0% 53 +172,071 254.04% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 232,591 4,012 0.0% 0.0% 54 -60,788 -20.72% Q4 2025 Feb 13, 2026
Ausbil Investment Management Ltd History Added to 224,713 3,876 2.2% 0.17% 55 +192,015 587.24% Q4 2025 Jan 13, 2026
Eversept Partners, LP History Added to 224,139 3,866 0.19% 0.13% 56 +4,755 2.17% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 222,528 3,838 0.0% 0.0% 57 +65,017 41.28% Q4 2025 Feb 09, 2026
BANK OF NOVA SCOTIA History No change 208,700 3,600 0.01% 0.0% 58 0 0.0% Q4 2025 Feb 13, 2026
Swiss National Bank History New 179,000 3,087 0.0% 59 +179,000 New Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Added to 175,860 3,033 0.02% 0.01% 60 +100 0.06% Q4 2025 Feb 03, 2026
PFM Health Sciences, LP History New 165,439 2,853 0.28% 61 +165,439 New Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 160,056 2,760 0.01% 0.01% 62 -247,267 -60.71% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 156,109 2,692 0.0% 0.0% 63 -165,020 -51.39% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 153,228 2,643 0.0% 0.0% 64 +108,925 245.86% Q4 2025 Jan 09, 2026
Verition Fund Management LLC History Added to 149,998 2,587 0.01% 0.0% 65 +84,148 127.79% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 147,950 2,552 0.01% 0.0% 66 -54,053 -26.76% Q4 2025 Feb 17, 2026
MUFG Securities EMEA plc History Reduced 145,000 2,501 0.03% 0.1% 67 -342,000 -70.23% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 141,856 2,447 0.0% 0.0% 68 +43,301 43.94% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 135,631 2,339 0.0% 0.0% 69 +83,229 158.83% Q4 2025 Feb 13, 2026
INTRUST BANK NA History No change 123,739 2,134 0.18% 0.09% 70 0 0.0% Q4 2025 Feb 06, 2026
FEDERATED HERMES, INC. History Added to 123,589 2,131 0.0% 0.0% 71 +38,025 44.44% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 123,016 2,122 0.0% 0.0% 72 +22,985 22.98% Q4 2025 Feb 13, 2026
ING GROEP NV History Reduced 122,100 2,106 0.01% 0.01% 73 -116,000 -48.72% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 121,879 2,102 0.0% 0.0% 74 -35,570 -22.59% Q4 2025 Feb 05, 2026
WELLS FARGO & COMPANY/MN History Added to 119,997 2,069 0.0% 0.0% 75 +31,538 35.65% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 119,003 2,052 0.0% 0.0% 76 +108,424 1024.9% Q4 2025 Feb 17, 2026
Cohen Capital Management, Inc. History No change 118,104 2,037 0.31% 0.15% 77 0 0.0% Q4 2025 Jan 20, 2026
Assenagon Asset Management S.A. History Reduced 115,779 1,997 0.0% 0.0% 78 -157,445 -57.62% Q4 2025 Jan 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 112,984 1,949 0.0% 0.0% 79 +20,514 22.18% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 109,427 1,887 0.0% 80 +109,427 New Q4 2025 Feb 13, 2026
CWM, LLC History Added to 108,318 1,868 0.01% 0.0% 82 +2,771 2.63% Q4 2025 Jan 26, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 108,314 1,868 0.0% 0.0% 81 0 0.0% Q4 2025 Jan 30, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 105,768 1,824 0.17% 0.09% 83 0 0.0% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 99,801 1,721 0.0% 0.0% 84 +64,182 180.19% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 96,700 1,668 0.0% 0.0% 85 +54,900 131.34% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 94,803 1,647 0.0% 0.0% 86 +7,559 8.66% Q4 2025 Jan 28, 2026
DekaBank Deutsche Girozentrale History No change 38,219 1,522 0.0% 0.0% 87 0 0.0% Q4 2025 Jan 28, 2026
Creative Planning History Added to 87,855 1,515 0.0% 0.0% 88 +11,193 14.6% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 87,487 1,509 0.0% 0.0% 89 +80,908 1229.79% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 85,559 1,487 0.0% 0.0% 90 -9,407 -9.91% Q4 2025 Feb 13, 2026
Centiva Capital, LP History Reduced 75,300 1,298 0.01% 0.04% 91 -390,300 -83.83% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 73,500 1,267 0.0% 0.0% 92 -599,212 -89.07% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 66,656 1,149 0.0% 0.0% 93 +2,948 4.63% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 65,318 1,145 0.0% 0.0% 94 +3,781 6.14% Q4 2025 Jan 08, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 65,377 1,127 0.03% 0.02% 95 -16,702 -20.35% Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Added to 64,431 1,111 0.02% 0.01% 96 +29,014 81.92% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History No change 56,346 971 0.01% 0.0% 97 0 0.0% Q4 2025 Feb 09, 2026
Russell Investments Group, Ltd. History Reduced 55,931 965 0.0% 0.0% 98 -96,106 -63.21% Q4 2025 Feb 17, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 51,115 881 0.0% 0.0% 99 -1,600 -3.04% Q4 2025 Feb 18, 2026
STEPHENS INC /AR/ History New 50,958 879 0.01% 100 +50,958 New Q4 2025 Feb 05, 2026
STRS OHIO History Reduced 48,700 840 0.0% 0.0% 101 -19,100 -28.17% Q4 2025 Feb 02, 2026
ALLIANZ SE History No change 48,000 828 0.01% 0.01% 102 0 0.0% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Added to 47,048 811 0.01% 0.0% 103 +1,359 2.97% Q4 2025 Jan 23, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 45,754 789 0.12% 0.07% 104 -3,994 -8.03% Q4 2025 Feb 11, 2026
JANUS HENDERSON GROUP PLC History New 45,700 788 0.0% 106 +45,700 New Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 78,650 788 0.0% 0.0% 105 -11,103 -12.37% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 42,450 732 0.0% 0.0% 107 +350 0.83% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 42,300 729 0.01% 0.01% 108 +600 1.44% Q4 2025 Jan 16, 2026
Pallas Capital Advisors LLC History Added to 39,625 683 0.02% 0.01% 109 +374 0.95% Q4 2025 Jan 14, 2026
Quantbot Technologies LP History New 38,247 659 0.02% 110 +38,247 New Q4 2025 Feb 10, 2026
State of Wyoming History Reduced 38,228 659 0.07% 0.05% 111 -13,206 -25.68% Q4 2025 Feb 11, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 38,081 656 0.01% 0.07% 112 -503,127 -92.96% Q4 2025 Feb 17, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 37,763 651 0.04% 0.02% 113 0 0.0% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 37,360 644 0.01% 0.01% 114 -89,661 -70.59% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 37,285 643 0.0% 0.0% 115 +1,486 4.15% Q4 2025 Feb 18, 2026
Sanctuary Advisors, LLC History Added to 36,648 632 0.0% 0.0% 116 +23,637 181.67% Q4 2025 Jan 29, 2026
Point72 Asset Management, L.P. History Reduced 36,383 627 0.0% 0.0% 117 -81,117 -69.04% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 36,019 621 0.0% 0.0% 118 -66,980 -65.03% Q4 2025 Jan 23, 2026
CAXTON ASSOCIATES LLP History New 35,330 609 0.01% 119 +35,330 New Q4 2025 Feb 13, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History New 34,253 590 0.09% 120 +34,253 New Q4 2025 Feb 11, 2026
State of Tennessee, Department of Treasury History Reduced 33,678 566 0.0% 0.0% 121 -14,379 -29.92% Q4 2025 Feb 18, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 31,527 543 0.0% 0.0% 122 -3,063 -8.86% Q4 2025 Feb 10, 2026
Cannell & Spears LLC History New 31,315 540 0.01% 123 +31,315 New Q4 2025 Feb 17, 2026
HAHN CAPITAL MANAGEMENT LLC History Reduced 31,148 537 0.29% 0.13% 124 -2,044 -6.16% Q4 2025 Feb 25, 2026
KBC Group NV History No change 30,500 526 0.0% 0.0% 125 0 0.0% Q4 2025 Jan 26, 2026
HSBC HOLDINGS PLC History Reduced 29,036 504 0.0% 0.0% 126 -38,199 -56.81% Q4 2025 Mar 20, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 28,900 498 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 28,194 486 0.0% 0.0% 128 +1,806 6.84% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 27,900 481 0.0% 0.0% 129 -30,282 -52.05% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 27,473 473 0.0% 0.0% 130 +300 1.1% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 27,291 470 0.0% 131 +27,291 New Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 27,084 467 0.0% 0.0% 132 -5,566 -17.05% Q4 2025 Jan 29, 2026
Merit Financial Group, LLC History Added to 27,065 466 0.0% 0.0% 133 +372 1.39% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Added to 26,771 461 0.01% 0.0% 134 +13,519 102.01% Q4 2025 Feb 11, 2026
AMALGAMATED BANK History Reduced 26,311 454 0.0% 0.0% 135 -377 -1.41% Q4 2025 Feb 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 25,487 439 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 12, 2026
Arizona State Retirement System History New 25,418 438 0.0% 137 +25,418 New Q4 2025 Jan 28, 2026
AE Wealth Management LLC History Added to 24,710 426 0.0% 0.0% 138 +5,820 30.81% Q4 2025 Jan 26, 2026
GABELLI FUNDS LLC History New 24,500 422 0.0% 139 +24,500 New Q4 2025 Feb 05, 2026
MARSHALL WACE, LLP History Reduced 23,747 409 0.0% 0.0% 140 -55,987 -70.22% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 25,473 402 0.0% 0.0% 141 -3,112 -10.89% Q4 2025 Jan 21, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 22,925 395 0.0% 0.0% 142 -3,410 -12.95% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 22,868 394 0.0% 0.0% 144 -400 -1.72% Q4 2025 Feb 05, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 22,875 394 0.0% 0.0% 143 -249 -1.08% Q4 2025 Feb 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 22,518 388 0.0% 0.0% 145 -3,257 -12.64% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 22,098 381 0.0% 0.0% 146 +2,079 10.39% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Reduced 21,853 376 0.0% 0.0% 147 -19,013 -46.53% Q4 2025 Feb 06, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 21,166 365 0.0% 0.0% 148 +700 3.42% Q4 2025 Feb 04, 2026
Gotham Asset Management, LLC History New 20,999 362 0.0% 149 +20,999 New Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 20,900 360 0.0% 0.0% 150 -19,400 -48.14% Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Added to 20,558 354 0.0% 0.0% 151 +3,037 17.33% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 19,840 342 0.0% 0.0% 152 +354 1.82% Q4 2025 Mar 09, 2026
AMERICAN CENTURY COMPANIES INC History Added to 19,505 336 0.0% 0.0% 153 +5,798 42.3% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History New 19,300 332 0.0% 154 +19,300 New Q4 2025 Jan 28, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 19,080 329 0.0% 155 +19,080 New Q4 2025 Jan 27, 2026
EVOLVE PRIVATE WEALTH, LLC History New 19,027 328 0.02% 156 +19,027 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 18,146 313 0.0% 0.0% 157 -113,955 -86.26% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Reduced 17,995 310 0.0% 0.0% 158 -1,735 -8.79% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History New 16,610 286 0.01% 159 +16,610 New Q4 2025 Feb 12, 2026
Bradley & Co. Private Wealth Management, LLC History No change 16,384 282 0.15% 0.08% 160 0 0.0% Q4 2025 Feb 11, 2026
Ethic Inc. History Reduced 16,197 279 0.0% 0.0% 161 -608 -3.62% Q4 2025 Feb 03, 2026
MBL Wealth, LLC History Reduced 15,810 272 0.02% 0.02% 162 -15,900 -50.14% Q4 2025 Jan 21, 2026
Wedmont Private Capital History Added to 15,091 263 0.01% 0.01% 164 +129 0.86% Q4 2025 Jan 08, 2026
Cohen Klingenstein LLC History No change 15,271 263 0.01% 0.0% 163 0 0.0% Q4 2025 Jan 20, 2026
AlphaQuest LLC History Added to 15,162 261 0.01% 0.0% 165 +6,112 67.54% Q4 2025 Feb 09, 2026
China Universal Asset Management Co., Ltd. History Reduced 15,057 259 0.02% 0.01% 166 -859 -5.4% Q4 2025 Jan 29, 2026
Marks Group Wealth Management, Inc History Reduced 15,000 258 0.02% 0.02% 167 -10,000 -40.0% Q4 2025 Feb 11, 2026
Integrated Wealth Concepts LLC History Added to 14,848 256 0.0% 0.0% 168 +111 0.75% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History New 14,724 254 0.0% 170 +14,724 New Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 14,770 254 0.0% 0.0% 169 +2,460 19.98% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History New 14,656 252 0.0% 171 +14,656 New Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History New 14,578 251 0.0% 172 +14,578 New Q4 2025 Jan 29, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 14,301 247 0.0% 0.0% 173 -7,451 -34.25% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 14,222 245 0.0% 0.0% 174 +2,378 20.08% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Reduced 14,156 244 0.0% 0.0% 175 -1,775 -11.14% Q4 2025 Feb 13, 2026
WADDELL & ASSOCIATES, LLC History Added to 13,883 239 0.02% 0.01% 176 +476 3.55% Q4 2025 Feb 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 13,813 238 0.0% 0.0% 177 +535 4.03% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Added to 13,961 238 0.01% 0.01% 178 +349 2.56% Q4 2025 Jan 27, 2026
Midwest Trust Co History Reduced 13,702 236 0.0% 0.0% 179 -404 -2.86% Q4 2025 Feb 04, 2026
Maryland State Retirement & Pension System History Added to 13,467 232 0.0% 0.0% 180 +281 2.13% Q4 2025 Feb 17, 2026
M&T BANK CORP History New 13,176 227 0.0% 181 +13,176 New Q4 2025 Jan 30, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 12,822 221 0.02% 0.01% 182 +621 5.09% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History New 12,419 214 0.0% 183 +12,419 New Q4 2025 Feb 18, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 12,355 213 0.01% 0.0% 184 -1,000 -7.49% Q4 2025 Feb 09, 2026
Headlands Technologies LLC History Reduced 11,523 198 0.02% 0.01% 185 -4,034 -25.93% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Reduced 11,400 196 0.0% 0.0% 186 -205,500 -94.74% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History New 11,278 194 0.01% 187 +11,278 New Q4 2025 Feb 06, 2026
Caprock Group, LLC History New 11,164 192 0.0% 188 +11,164 New Q4 2025 Jan 28, 2026
GAMMA Investing LLC History Added to 10,997 189 0.01% 0.0% 189 +4,954 81.98% Q4 2025 Jan 05, 2026
JOURNEY STRATEGIC WEALTH LLC History New 10,950 188 0.0% 191 +10,950 New Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History Reduced 10,953 188 0.0% 0.0% 190 -1,100 -9.13% Q4 2025 Feb 12, 2026
Sivia Capital Partners, LLC History Reduced 10,728 185 0.04% 0.03% 192 -1,614 -13.08% Q4 2025 Feb 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 10,600 182 0.0% 194 +10,600 New Q4 2025 Feb 04, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 10,561 182 0.0% 0.0% 193 +390 3.83% Q4 2025 Feb 10, 2026
Abel Hall, LLC History New 10,476 180 0.04% 195 +10,476 New Q4 2025 Feb 17, 2026
Amundi History Reduced 10,389 179 0.0% 0.0% 196 -5,549 -34.82% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History New 10,031 173 0.0% 197 +10,031 New Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 9,983 172 0.01% 0.0% 198 +19 0.19% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 9,900 170 0.0% 0.0% 199 -229 -2.26% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 9,699 167 0.0% 0.0% 200 +1,313 15.66% Q4 2025 Feb 17, 2026
William B. Walkup & Associates, Inc. History No change 9,197 158 0.09% 0.04% 201 0 0.0% Q4 2025 Feb 17, 2026
VIRTUS ADVISERS, LLC History New 9,150 157 0.07% 202 +9,150 New Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 8,645 149 0.0% 0.0% 203 +7,634 755.09% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History No change 7,632 131 0.0% 0.0% 204 0 0.0% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,531 113 0.0% 0.0% 205 0 0.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 6,250 107 0.0% 0.0% 206 -403 -6.06% Q4 2025 Jan 30, 2026
ACADIAN ASSET MANAGEMENT LLC History New 5,500 94 0.0% 207 +5,500 New Q4 2025 Feb 10, 2026
Versant Capital Management, Inc History Added to 5,308 91 0.01% 0.01% 208 +358 7.23% Q4 2025 Jan 08, 2026
Sterling Capital Management LLC History Reduced 5,265 90 0.0% 0.0% 209 -2,811 -34.81% Q4 2025 Feb 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 4,672 80 0.03% 0.01% 210 0 0.0% Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History Added to 4,558 78 0.0% 0.0% 212 +57 1.27% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 4,574 78 0.0% 0.0% 211 -45 -0.97% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 4,490 77 0.0% 0.0% 213 +980 27.92% Q4 2025 Jan 26, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 3,411 58 0.0% 0.0% 214 +70 2.1% Q4 2025 Jan 15, 2026
Ancora Advisors LLC History No change 3,391 58 0.0% 0.0% 215 0 0.0% Q4 2025 Feb 17, 2026
TORONTO DOMINION BANK History New 2,953 50 0.0% 216 +2,953 New Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Reduced 2,815 49 0.0% 0.0% 217 -363 -11.42% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Reduced 2,584 44 0.0% 0.0% 218 -9,917 -79.33% Q4 2025 Feb 12, 2026
TCTC Holdings, LLC History No change 2,500 43 0.0% 0.0% 219 0 0.0% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Reduced 2,489 42 0.0% 0.0% 220 -1,034 -29.35% Q4 2025 Mar 16, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,318 40 0.0% 0.0% 221 +190 8.93% Q4 2025 Feb 09, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 2,300 39 0.0% 0.0% 222 0 0.0% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 2,133 36 0.0% 224 +2,133 New Q4 2025 Feb 05, 2026
SIGNATUREFD, LLC History Added to 2,139 36 0.0% 0.0% 223 +314 17.21% Q4 2025 Jan 20, 2026
Quent Capital, LLC History Added to 1,948 33 0.0% 0.0% 225 +10 0.52% Q4 2025 Jan 29, 2026
Larson Financial Group LLC History Added to 1,856 32 0.0% 0.0% 226 +1,072 136.73% Q4 2025 Feb 06, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,815 31 0.0% 0.0% 227 -139 -7.11% Q4 2025 Jan 27, 2026
GROUP ONE TRADING LLC History Reduced 1,510 26 0.0% 0.0% 229 -69,790 -97.88% Q4 2025 Feb 12, 2026
Atlantic Union Bankshares Corp History Reduced 1,551 26 0.0% 0.0% 228 -188 -10.81% Q4 2025 Feb 04, 2026
IFP Advisors, Inc History Added to 1,553 26 0.0% 0.0% 230 +12 0.78% Q4 2025 Feb 06, 2026
True Wealth Design, LLC History Added to 1,479 25 0.01% 0.0% 231 +17 1.16% Q4 2025 Jan 08, 2026
Hara Capital LLC History No change 1,430 24 0.01% 0.01% 232 0 0.0% Q4 2025 Jan 15, 2026
BNP Paribas Asset Management Holding S.A. History New 1,266 22 0.0% 233 +1,266 New Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,252 21 0.0% 0.0% 234 -310 -19.85% Q4 2025 Jan 22, 2026
Torren Management, LLC History New 1,161 20 0.01% 235 +1,161 New Q4 2025 Jan 30, 2026
Kemnay Advisory Services Inc. History New 1,065 18 0.0% 237 +1,065 New Q4 2025 Feb 17, 2026
Siemens Fonds Invest GmbH History Reduced 1,054 18 0.0% 0.0% 239 -338 -24.28% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 1,050 18 0.0% 0.0% 238 +89 9.26% Q4 2025 Feb 11, 2026
FIFTH THIRD BANCORP History Added to 1,090 18 0.0% 0.0% 236 +41 3.91% Q4 2025 Feb 02, 2026
ATWOOD & PALMER INC History No change 1,000 17 0.0% 0.0% 240 0 0.0% Q4 2025 Jan 28, 2026
Eukles Asset Management History Reduced 968 16 0.01% 0.01% 242 -1,413 -59.34% Q4 2025 Feb 09, 2026
UMB Bank, n.a. History Added to 930 16 0.0% 0.0% 241 +237 34.2% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 900 15 0.0% 0.0% 243 -96,397 -99.07% Q4 2025 Feb 11, 2026
Arax Advisory Partners History Reduced 811 13 0.0% 0.01% 246 -95,872 -99.16% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 782 13 0.0% 244 +695 798.85% Q4 2025 Jan 07, 2026
WEBSTER BANK, N. A. History No change 775 13 0.0% 0.0% 245 0 0.0% Q4 2025 Jan 23, 2026
Elyxium Wealth, LLC History New 739 12 0.0% 249 +739 New Q4 2025 Feb 05, 2026
Camelot Portfolios, LLC History New 709 12 0.01% 248 +709 New Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 706 12 0.0% 0.0% 247 -162 -18.66% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 610 10 0.0% 0.0% 250 -112 -15.51% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 537 9 0.0% 253 +503 1479.41% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History Added to 508 9 0.0% 0.0% 251 +187 58.26% Q4 2025 Feb 05, 2026
Salomon & Ludwin, LLC History No change 591 9 0.0% 0.0% 252 0 0.0% Q4 2025 Jan 28, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 501 8 0.0% 0.0% 254 0 0.0% Q4 2025 Feb 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 500 8 0.0% 0.0% 255 0 0.0% Q4 2025 Jan 07, 2026
LRI Investments, LLC History No change 472 8 0.0% 0.0% 256 0 0.0% Q4 2025 Feb 04, 2026
Clearstead Advisors, LLC History Reduced 454 7 0.0% 0.0% 257 -90 -16.54% Q4 2025 Feb 09, 2026
Anchor Investment Management, LLC History No change 435 7 0.0% 0.0% 258 0 0.0% Q4 2025 Feb 26, 2026
DUNCKER STREETT & CO INC History No change 400 6 0.0% 0.0% 259 0 0.0% Q4 2025 Jan 27, 2026
Daiwa Securities Group Inc. History No change 328 6 0.0% 0.0% 260 0 0.0% Q4 2025 Feb 11, 2026
GPS Wealth Strategies Group, LLC History Reduced 326 5 0.0% 0.0% 261 -499 -60.48% Q4 2025 Feb 06, 2026
Prestige Wealth Management Group LLC History Added to 312 5 0.0% 0.0% 262 +48 18.18% Q4 2025 Feb 11, 2026
NewEdge Advisors, LLC History Reduced 244 4 0.0% 0.0% 264 -153 -38.54% Q4 2025 Feb 18, 2026
Parkside Financial Bank & Trust History Added to 253 4 0.0% 0.0% 263 +9 3.69% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History No change 252 4 0.0% 0.0% 265 0 0.0% Q4 2025 Jan 29, 2026
Steward Partners Investment Advisory, LLC History Reduced 228 3 0.0% 0.0% 267 -728 -76.15% Q4 2025 Feb 12, 2026
Private Wealth Asset Management, LLC History New 211 3 0.0% 270 +211 New Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History New 200 3 0.0% 268 +200 New Q4 2025 Jan 21, 2026
HARBOUR INVESTMENTS, INC. History Reduced 195 3 0.0% 0.0% 266 -59 -23.23% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 183 3 0.0% 0.0% 269 +49 36.57% Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History No change 183 3 0.0% 0.0% 271 0 0.0% Q4 2025 Jan 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 155 2 0.0% 272 +151 3775.0% Q4 2025 Feb 10, 2026
Beacon Financial Strategies CORP History New 130 2 0.0% 278 +130 New Q4 2025 Jan 12, 2026
Aster Capital Management (DIFC) Ltd History New 120 2 0.0% 276 +120 New Q4 2025 Feb 17, 2026
Basepoint Wealth LLC History New 120 2 0.0% 279 +120 New Q4 2025 Feb 10, 2026
HORIZON BANCORP INC /IN/ History No change 128 2 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 11, 2026
Tradewinds Capital Management, LLC History No change 170 2 0.0% 0.0% 274 0 0.0% Q4 2025 Jan 14, 2026
Mascoma Wealth Management LLC History No change 150 2 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 04, 2026
Kilter Group LLC History No change 144 2 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 94 1 0.0% 288 +94 New Q4 2025 Feb 03, 2026
EFG International AG History New 77 1 0.0% 293 +77 New Q4 2025 Feb 17, 2026
VALLEY WEALTH MANAGERS, INC. History New 72 1 0.0% 281 +72 New Q4 2025 Feb 04, 2026
Cornerstone Financial Management LLC History New 63 1 0.0% 294 +63 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 86 1 0.0% 286 +47 120.51% Q4 2025 Feb 06, 2026
Bare Financial Services, Inc History Added to 84 1 0.0% 292 +28 50.0% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History No change 101 1 0.0% 280 0 0.0% Q4 2025 Jan 27, 2026
TRUST CO OF VERMONT History No change 88 1 0.0% 282 0 0.0% Q4 2025 Jan 16, 2026
J.Safra Asset Management Corp History No change 104 1 0.0% 283 0 0.0% Q4 2025 Feb 11, 2026
Horizon Investments, LLC History No change 87 1 0.0% 284 0 0.0% Q4 2025 Feb 02, 2026
Steigerwald, Gordon & Koch Inc. History No change 107 1 0.0% 285 0 0.0% Q4 2025 Jan 23, 2026
Concord Wealth Partners History No change 60 1 0.0% 287 0 0.0% Q4 2025 Jan 29, 2026
Orion Capital Management LLC History No change 100 1 0.0% 289 0 0.0% Q4 2025 Feb 03, 2026
Covestor Ltd History No change 71 1 0.0% 0.0% 290 0 0.0% Q4 2025 Feb 06, 2026
Frazier Financial Advisors, LLC History No change 100 1 0.0% 291 0 0.0% Q4 2025 Feb 09, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Closed out 0 0 0.09% -680,639 -100.0% Q3 2025 Nov 12, 2025
Brooklands Fund Management Ltd History Closed out 0 0 7.11% -680,601 -100.0% Q3 2025 Nov 14, 2025
Kerrisdale Advisers, LLC History Closed out 0 0 1.56% -358,191 -100.0% Q3 2025 Nov 14, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -333,269 -100.0% Q3 2025 Nov 14, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -130,945 -100.0% Q3 2025 Nov 13, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.0% -125,927 -100.0% Q3 2025 Nov 13, 2025
Counterpoint Mutual Funds LLC History Closed out 0 0 0.07% -103,646 -100.0% Q3 2025 Nov 10, 2025
TANG CAPITAL MANAGEMENT LLC History Closed out 0 0 0.03% -100,000 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -46,790 -100.0% Q3 2025 Nov 14, 2025
IRIDIAN ASSET MANAGEMENT LLC/CT History Closed out 0 0 0.1% -29,965 -100.0% Q3 2025 Oct 24, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.04% -28,749 -100.0% Q3 2025 Nov 13, 2025
Patriot Financial Group Insurance Agency, LLC History Closed out 0 0 0.03% -28,694 -100.0% Q3 2025 Oct 08, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -28,100 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -26,149 -100.0% Q3 2025 Oct 14, 2025
Humankind Investments LLC History Closed out 0 0 0.04% -21,984 -100.0% Q3 2025 Nov 14, 2025
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -19,356 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.01% -19,200 -100.0% Q3 2025 Nov 14, 2025
Olympiad Research LP History Closed out 0 0 0.22% -19,200 -100.0% Q3 2025 Oct 30, 2025
PharVision Advisers, LLC History Closed out 0 0 0.08% -16,792 -100.0% Q3 2025 Nov 17, 2025
Brooklyn Investment Group History Closed out 0 0 0.01% -14,916 -100.0% Q3 2025 Nov 14, 2025
Hudson Bay Capital Management LP History Closed out 0 0 0.0% -14,640 -100.0% Q3 2025 Dec 15, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -11,897 -100.0% Q3 2025 Nov 13, 2025
NorthRock Partners, LLC History Closed out 0 0 0.0% -11,815 -100.0% Q3 2025 Nov 14, 2025
Atom Investors LP History Closed out 0 0 0.01% -11,646 -100.0% Q3 2025 Nov 14, 2025
Scientech Research LLC History Closed out 0 0 0.03% -10,837 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -9,891 -100.0% Q3 2025 Nov 12, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -5,260 -100.0% Q3 2025 Oct 07, 2025
Quarry LP History Closed out 0 0 0.01% -2,779 -100.0% Q3 2025 Nov 14, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.01% -1,957 -100.0% Q3 2025 Nov 19, 2025
Cape Investment Advisory, Inc. History Reduced 24 0 0.0% -470 -95.14% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -312 -100.0% Q3 2025 Nov 18, 2025
Key FInancial Inc History Reduced 1 0 0.0% -200 -99.5% Q4 2025 Feb 09, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -160 -100.0% Q3 2025 Nov 14, 2025
Deseret Mutual Benefit Administrators History Closed out 0 0 0.0% -149 -100.0% Q3 2025 Oct 31, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -130 -100.0% Q3 2025 Nov 10, 2025
Financial Gravity Asset Management, Inc. History Closed out 0 0 -100 -100.0% Q3 2025 Nov 14, 2025
JPL Wealth Management, LLC History Closed out 0 0 -91 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 -75 -100.0% Q3 2025 Oct 21, 2025
C M BIDWELL & ASSOCIATES LTD History New 54 0 +54 New Q4 2025 Feb 13, 2026
United Financial Planning Group LLC History New 54 0 +54 New Q4 2025 Feb 11, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History New 42 0 +42 New Q4 2025 Feb 11, 2026
Hilton Head Capital Partners, LLC History New 40 0 +40 New Q4 2025 Feb 11, 2026
Dynamic Wealth Strategies, LLC History Closed out 0 0 -40 -100.0% Q3 2025 Oct 29, 2025
EVERMAY WEALTH MANAGEMENT LLC History Closed out 0 0 -37 -100.0% Q3 2025 Nov 05, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 -30 -100.0% Q3 2025 Nov 04, 2025
SouthState Bank Corp History New 26 0 +26 New Q4 2025 Feb 11, 2026
Jessup Wealth Management, Inc History New 25 0 +25 New Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History Closed out 0 0 -25 -100.0% Q3 2025 Nov 14, 2025
HUNTINGTON NATIONAL BANK History Reduced 6 0 -22 -78.57% Q4 2025 Feb 09, 2026
CURIO WEALTH, LLC History New 22 0 +22 New Q4 2025 Feb 11, 2026
Ankerstar Wealth, LLC History New 19 0 +19 New Q4 2025 Feb 12, 2026
Commonwealth Retirement Investments LLC History New 17 0 +17 New Q4 2025 Feb 11, 2026
BOK Financial Private Wealth, Inc. History Added to 53 0 +16 43.24% Q4 2025 Feb 06, 2026
Grey Fox Wealth Advisors, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Oct 29, 2025
WHITTIER TRUST CO History Reduced 50 0 -14 -21.88% Q4 2025 Jan 26, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 25 0 -14 -35.9% Q4 2025 Feb 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 12 0 +12 New Q4 2025 Jan 21, 2026
Blue Trust, Inc. History Reduced 5 0 -9 -64.29% Q4 2025 Jan 16, 2026
SJS Investment Consulting Inc. History New 9 0 +9 New Q4 2025 Jan 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 9 0 +9 New Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -9 -100.0% Q3 2025 Nov 19, 2025
McMillan Office, Inc. History New 6 0 +6 New Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 1 0 -5 -83.33% Q4 2025 Feb 03, 2026
Whipplewood Advisors, LLC History New 4 0 +4 New Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History New 3 0 +3 New Q4 2025 Feb 10, 2026
Cedar Mountain Advisors, LLC History Added to 46 0 +2 4.55% Q4 2025 Feb 11, 2026
Purpose Unlimited Inc. History New 2 0 +2 New Q4 2025 Mar 20, 2026
Elevated Capital Advisors, LLC History New 1 0 +1 New Q4 2025 Jan 27, 2026
SOA Wealth Advisors, LLC. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 21, 2025
CULLEN/FROST BANKERS, INC. History No change 40 0 0 0.0% Q4 2025 Feb 06, 2026
HM PAYSON & CO History No change 48 0 0 0.0% Q4 2025 Feb 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 8 0 0 0.0% Q4 2025 Feb 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 45 0 0 0.0% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History No change 24 0 0 0.0% Q4 2025 Jan 26, 2026
Transamerica Financial Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History No change 10 0 0 0.0% Q4 2025 Jan 30, 2026
MV CAPITAL MANAGEMENT, INC. History No change 50 0 0 0.0% Q4 2025 Feb 23, 2026
Bogart Wealth, LLC History No change 5 0 0 0.0% Q4 2025 Jan 30, 2026
Vermillion Wealth Management, Inc. History No change 42 0 0 0.0% Q4 2025 Feb 11, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 10 0 0 0.0% Q4 2025 Feb 06, 2026
Golden State Wealth Management, LLC History No change 37 0 0 0.0% Q4 2025 Feb 13, 2026
HOEY INVESTMENTS, INC History No change 21 0 0 0.0% Q4 2025 Jan 28, 2026
Archer Investment Corp History No change 17 0 0 0.0% Q4 2025 Jan 30, 2026
WFA of San Diego, LLC History No change 12 0 0 0.0% Q4 2025 Feb 17, 2026
MTM Investment Management, LLC History No change 26 0 0 0.0% Q4 2025 Feb 09, 2026
Dunhill Financial, LLC History No change 1 0 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 8 0 0 0.0% Q4 2025 Jan 12, 2026
Colonial Trust Co / SC History No change 25 0 0 0.0% Q4 2025 Feb 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 18 0 0 0.0% Q4 2025 Feb 27, 2026
Turning Point Benefit Group, Inc. History No change 9 0 0 0.0% Q4 2025 Jan 30, 2026
Sachetta, LLC History No change 17 0 0 0.0% Q4 2025 Feb 02, 2026
Fairscale Capital, LLC History No change 20 0 0 0.0% Q4 2025 Feb 17, 2026
ROSS\JOHNSON & Associates LLC History No change 2 0 0 0.0% Q4 2025 Feb 12, 2026
WPG Advisers, LLC History No change 3 0 0 0.0% Q4 2025 Jan 28, 2026
Holos Integrated Wealth LLC History No change 22 0 0 0.0% Q4 2025 Jan 05, 2026