Green Brick Partners, Inc. - GRBK

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.

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
DME Capital Management, LP History No change 9,467,383 593,226 20.82% 27.51% 1 0 0.0% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 4,853,297 304,107 0.01% 0.01% 2 +101,301 2.13% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 2,195,965 137,599 0.0% 0.0% 3 +22,423 1.03% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,656,806 103,816 0.02% 0.02% 4 +80,517 5.11% Q4 2025 Feb 12, 2026
FMR LLC History Reduced 1,605,424 100,595 0.01% 0.01% 5 -50,395 -3.04% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 1,509,235 94,568 0.0% 0.0% 6 +43,954 3.0% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 722,295 45,266 0.0% 0.0% 7 -666 -0.09% Q4 2025 Feb 09, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 644,772 40,401 1.14% 1.37% 8 -3,865 -0.6% Q4 2025 Jan 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 580,108 36,351 0.0% 0.0% 9 +2,390 0.41% Q4 2025 Feb 17, 2026
Annex Advisory Services, LLC History Reduced 532,515 33,367 0.64% 0.91% 10 -48,209 -8.3% Q4 2025 Jan 26, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 481,940 30,198 0.02% 11 +481,940 New Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 453,347 28,406 0.0% 0.01% 12 +8,813 1.98% Q4 2025 Feb 13, 2026
JBF Capital, Inc. History No change 436,530 27,352 3.95% 4.57% 13 0 0.0% Q4 2025 Feb 12, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Reduced 352,246 22,071 1.29% 1.52% 14 -2,655 -0.75% Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History Added to 344,497 21,586 0.19% 0.21% 15 +24,362 7.61% Q4 2025 Feb 11, 2026
Boston Partners History Added to 331,894 20,903 0.02% 0.01% 16 +141,543 74.36% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 327,977 20,551 0.0% 0.0% 17 -18,117 -5.23% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 300,986 18,859 0.0% 0.0% 18 +29,081 10.7% Q4 2025 Feb 19, 2026
MORGAN STANLEY History Added to 262,785 16,466 0.0% 0.0% 19 +430 0.16% Q4 2025 Feb 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 248,037 15,541 0.33% 0.34% 20 +41,206 19.92% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 239,305 14,994 0.0% 0.0% 21 +7,015 3.02% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Reduced 207,193 12,982 0.0% 0.0% 22 -8,429 -3.91% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 181,374 11,364 0.0% 0.0% 23 +12,224 7.23% Q4 2025 Mar 25, 2026
Brandywine Global Investment Management, LLC History New 175,449 10,993 0.07% 24 +175,449 New Q4 2025 Feb 11, 2026
FIRST MANHATTAN CO. LLC. History Reduced 173,883 10,895 0.03% 0.03% 25 -500 -0.29% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 169,238 10,604 0.01% 0.01% 26 +6,247 3.83% Q4 2025 Feb 02, 2026
BANK OF AMERICA CORP /DE/ History Reduced 150,112 9,406 0.0% 0.0% 27 -24,203 -13.88% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History No change 141,628 8,874 0.05% 0.06% 28 0 0.0% Q4 2025 Feb 12, 2026
Edgestream Partners, L.P. History Added to 135,043 8,461 0.24% 0.22% 29 +32,569 31.78% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 133,791 8,383 0.0% 0.0% 30 -12,735 -8.69% Q4 2025 Feb 18, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 128,685 8,063 0.03% 0.03% 31 +9,714 8.17% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 119,242 7,471 0.01% 0.01% 32 -13,392 -10.1% Q4 2025 Feb 11, 2026
DENALI ADVISORS LLC History Added to 115,074 7,210 0.8% 0.93% 33 +4,011 3.61% Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History Added to 110,498 6,923 0.0% 0.0% 34 +37,246 50.85% Q4 2025 Feb 17, 2026
Ranger Investment Management, L.P. History Reduced 109,099 6,836 0.47% 0.6% 35 -7,931 -6.78% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 100,012 6,266 0.0% 0.0% 36 -52,519 -34.43% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 99,914 6,260 0.01% 0.01% 37 -233 -0.23% Q4 2025 Feb 17, 2026
Crawford Fund Management, LLC History New 93,900 5,883 0.78% 38 +93,900 New Q4 2025 Feb 17, 2026
Security National Bank History Added to 89,609 5,614 0.8% 0.96% 39 +4,300 5.04% Q4 2025 Feb 05, 2026
UBS Group AG History Reduced 89,092 5,582 0.0% 0.0% 40 -46,258 -34.18% Q4 2025 Jan 29, 2026
NORGES BANK History New 85,408 5,351 0.0% 41 +85,408 New Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 85,372 5,349 0.0% 0.01% 42 -2,973 -3.37% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 80,798 5,062 0.0% 0.0% 43 +16,341 25.35% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 77,016 4,833 0.0% 0.0% 44 -5,782 -6.98% Q4 2025 Feb 09, 2026
Ballast, Inc. History No change 73,494 4,605 1.08% 1.32% 45 0 0.0% Q4 2025 Feb 03, 2026
North Star Investment Management Corp. History Reduced 68,275 4,278 0.27% 0.35% 46 -5,000 -6.82% Q4 2025 Jan 30, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 67,257 4,212 0.0% 0.0% 47 +7,111 11.82% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 66,723 4,180 0.0% 0.0% 48 -27,161 -28.93% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 66,633 4,175 0.0% 0.0% 49 +6,473 10.76% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 65,158 4,082 0.0% 0.0% 50 -11,062 -14.51% Q4 2025 Feb 12, 2026
Swiss National Bank History Added to 64,500 4,041 0.0% 0.0% 51 +800 1.26% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 63,701 3,991 0.0% 0.0% 52 +4,556 7.7% Q4 2025 Feb 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 62,795 3,934 0.22% 0.28% 53 -5,621 -8.22% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 57,284 3,589 0.28% 0.36% 54 -5,401 -8.62% Q4 2025 Jan 20, 2026
D. E. Shaw & Co., Inc. History New 56,207 3,521 0.0% 55 +56,207 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 53,051 3,324 0.0% 0.0% 56 +9,295 21.24% Q4 2025 Feb 13, 2026
WINTON GROUP Ltd History New 50,843 3,185 0.11% 57 +50,843 New Q4 2025 Feb 11, 2026
Rafferty Asset Management, LLC History Added to 49,911 3,127 0.01% 0.01% 58 +3,884 8.44% Q4 2025 Feb 13, 2026
Kennondale Capital Management LLC History No change 48,995 3,070 2.26% 2.77% 59 0 0.0% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Added to 48,978 3,068 0.11% 0.14% 60 +359 0.74% Q4 2025 Jan 27, 2026
BESSEMER GROUP INC History Added to 48,421 3,034 0.0% 0.0% 61 +48,243 27102.81% Q4 2025 Feb 05, 2026
FIRST TRUST ADVISORS LP History Reduced 47,758 2,992 0.0% 0.0% 62 -6,853 -12.55% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 46,838 2,934 0.01% 0.01% 63 0 0.0% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 45,702 2,863 0.0% 64 +45,702 New Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 45,109 2,826 0.0% 0.01% 65 -55,100 -54.99% Q4 2025 Feb 12, 2026
CROWN ADVISORS MANAGEMENT, INC. History Added to 45,000 2,819 1.85% 1.98% 67 +5,000 12.5% Q4 2025 Jan 28, 2026
AWH Capital, L.P. History No change 45,000 2,819 2.6% 3.47% 66 0 0.0% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 42,635 2,671 0.0% 0.0% 68 +2,356 5.85% Q4 2025 Feb 06, 2026
ALLIANCEBERNSTEIN L.P. History Added to 41,003 2,569 0.0% 0.0% 69 +4,752 13.11% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 40,620 2,545 0.0% 0.0% 70 +400 0.99% Q4 2025 Feb 12, 2026
Raiffeisen Bank International AG History Added to 40,100 2,529 0.03% 0.03% 71 +13,801 52.48% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Reduced 40,224 2,520 0.0% 0.01% 72 -1,634 -3.9% Q4 2025 Jan 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 38,847 2,434 0.0% 0.0% 73 -17,191 -30.68% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 35,703 2,237 0.0% 0.0% 74 +12,454 53.57% Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 35,551 2,227 0.06% 75 +35,551 New Q4 2025 Feb 17, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 33,800 2,117 0.82% 0.98% 76 0 0.0% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Added to 32,332 2,025 0.02% 0.01% 77 +20,848 181.54% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 31,842 1,995 0.01% 0.01% 78 -568 -1.75% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 30,682 1,922 0.0% 0.0% 79 -53 -0.17% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 28,659 1,795 0.0% 0.0% 80 -2,180 -7.07% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 28,397 1,779 0.01% 0.01% 81 +3 0.01% Q4 2025 Jan 28, 2026
State of Wyoming History Added to 27,885 1,747 0.19% 0.18% 82 +6,343 29.44% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History Added to 26,636 1,669 0.0% 0.0% 83 +987 3.85% Q4 2025 Feb 11, 2026
ISTHMUS PARTNERS, LLC History New 26,417 1,655 0.18% 84 +26,417 New Q4 2025 Feb 05, 2026
ARGENT CAPITAL MANAGEMENT LLC History Reduced 25,732 1,612 0.05% 0.06% 85 -2,001 -7.22% Q4 2025 Jan 05, 2026
CANADA LIFE ASSURANCE Co History Reduced 25,710 1,611 0.0% 0.0% 86 -3,664 -12.47% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 25,661 1,607 0.0% 0.0% 87 -1,200 -4.47% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History No change 24,900 1,560 0.0% 0.0% 88 0 0.0% Q4 2025 Feb 06, 2026
Kendall Capital Management History Added to 24,303 1,522 0.32% 0.39% 89 +615 2.6% Q4 2025 Jan 16, 2026
F/m Investments LLC History Reduced 24,181 1,515 0.06% 0.07% 90 -692 -2.78% Q4 2025 Feb 03, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 24,052 1,507 0.03% 0.03% 91 -26 -0.11% Q4 2025 Jan 23, 2026
CHASE INVESTMENT COUNSEL CORP History New 24,000 1,503 0.42% 92 +24,000 New Q4 2025 Feb 05, 2026
D.A. DAVIDSON & CO. History Added to 23,936 1,499 0.01% 0.01% 93 +1,645 7.38% Q4 2025 Jan 29, 2026
New Age Alpha Advisors, LLC History New 23,731 1,486 0.06% 94 +23,731 New Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History Added to 23,161 1,451 0.0% 0.0% 95 +10,961 89.84% Q4 2025 Feb 12, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 23,153 1,450 0.01% 96 +23,153 New Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 20,954 1,313 0.0% 0.0% 97 -1,046 -4.75% Q4 2025 Feb 05, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 20,147 1,262 0.0% 0.0% 98 -50,139 -71.34% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 18,748 1,174 0.01% 0.01% 99 +2,021 12.08% Q4 2025 Jan 14, 2026
AlphaQuest LLC History Added to 18,533 1,161 0.06% 0.06% 100 +6,165 49.85% Q4 2025 Feb 09, 2026
State of Alaska, Department of Revenue History Added to 17,976 1,125 0.01% 0.01% 101 +289 1.63% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Reduced 17,501 1,096 0.01% 0.01% 102 -1,155 -6.19% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 17,488 1,095 0.0% 0.0% 103 -10,359 -37.2% Q4 2025 Feb 17, 2026
SHIKIAR ASSET MANAGEMENT INC History Reduced 46,250 1,094 0.27% 0.33% 104 -9,000 -16.29% Q4 2025 Jan 22, 2026
STIFEL FINANCIAL CORP History Reduced 17,272 1,082 0.0% 0.0% 105 -300 -1.71% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 17,200 1,077 0.0% 0.01% 107 -11,194 -39.42% Q4 2025 Feb 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 17,196 1,077 0.03% 0.03% 106 +2,541 17.34% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History New 17,114 1,072 0.0% 108 +17,114 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 17,068 1,069 0.0% 0.0% 109 +5,232 44.2% Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Added to 16,965 1,063 0.01% 0.01% 110 +1,705 11.17% Q4 2025 Feb 11, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Added to 16,702 1,046 0.01% 0.01% 111 +1,400 9.15% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 16,560 1,037 0.0% 0.0% 112 +9,908 148.95% Q4 2025 Feb 17, 2026
MTM Investment Management, LLC History Reduced 16,448 1,030 0.33% 0.39% 113 -155 -0.93% Q4 2025 Feb 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 16,086 1,007 0.01% 0.01% 114 -1,260 -7.26% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 15,481 970 0.0% 0.0% 115 -11,390 -42.39% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History No change 15,425 966 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Added to 13,671 948 0.0% 0.0% 117 +4,278 45.54% Q4 2025 Feb 18, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 14,546 911 0.0% 0.0% 118 +25 0.17% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Reduced 14,333 898 0.0% 0.0% 119 -267 -1.83% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 14,100 883 0.0% 0.0% 120 +1,100 8.46% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 14,040 879 0.0% 0.0% 121 0 0.0% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History No change 14,000 877 0.02% 0.02% 122 0 0.0% Q4 2025 Jan 16, 2026
Round Rock Advisors LLC History Added to 13,616 853 0.13% 0.09% 123 +4,646 51.79% Q4 2025 Apr 07, 2026
Altshuler Shaham Ltd History New 13,260 830 0.01% 124 +13,260 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 13,135 823 0.0% 0.0% 125 -21,614 -62.2% Q4 2025 Feb 10, 2026
Assenagon Asset Management S.A. History No change 13,036 816 0.0% 0.0% 126 0 0.0% Q4 2025 Jan 09, 2026
Perfromance Wealth Partners, LLC History No change 13,000 814 0.02% 0.03% 127 0 0.0% Q4 2025 Jan 21, 2026
Horizon Investments, LLC History Reduced 12,312 771 0.01% 0.02% 128 -9,064 -42.4% Q4 2025 Feb 02, 2026
PFG Advisors History Added to 12,161 762 0.04% 0.03% 129 +1,978 19.42% Q4 2025 Jan 27, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 12,091 758 0.0% 0.0% 130 -593 -4.68% Q4 2025 Jan 30, 2026
Odyssean, LLC History New 11,911 746 0.54% 131 +11,911 New Q4 2025 Feb 17, 2026
Independent Advisor Alliance History Reduced 11,245 704 0.02% 0.02% 132 -895 -7.37% Q4 2025 Feb 04, 2026
SEGALL BRYANT & HAMILL, LLC History New 11,103 695 0.01% 133 +11,103 New Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History New 10,700 670 0.0% 134 +10,700 New Q4 2025 Jan 29, 2026
NATIXIS ADVISORS, LLC History New 10,204 639 0.0% 135 +10,204 New Q4 2025 Feb 10, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 9,987 625 0.01% 0.02% 136 +68 0.69% Q4 2025 Feb 18, 2026
Envestnet Portfolio Solutions, Inc. History Added to 9,623 602 0.0% 0.0% 137 +82 0.86% Q4 2025 Feb 06, 2026
Inspire Investing, LLC History Added to 9,481 594 0.05% 0.04% 138 +3,318 53.84% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History No change 9,400 589 0.0% 0.0% 139 0 0.0% Q4 2025 Feb 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 8,264 584 0.01% 0.01% 140 -1,202 -12.7% Q4 2025 Jan 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 9,325 584 0.01% 0.01% 141 0 0.0% Q4 2025 Feb 19, 2026
Arizona State Retirement System History Reduced 9,117 571 0.0% 0.0% 142 -632 -6.48% Q4 2025 Jan 28, 2026
EVOLVE PRIVATE WEALTH, LLC History New 8,952 560 0.03% 143 +8,952 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 8,884 557 0.0% 0.0% 144 -92 -1.02% Q4 2025 Feb 05, 2026
Lakewood Asset Management LLC History Added to 8,848 554 0.33% 0.36% 145 +680 8.33% Q4 2025 Jan 26, 2026
TBH Global Asset Management, LLC History Added to 8,586 537 0.09% 0.12% 146 +141 1.67% Q4 2025 Jan 29, 2026
ALGERT GLOBAL LLC History Reduced 8,399 526 0.01% 0.06% 147 -43,978 -83.96% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 8,223 515 0.0% 0.01% 148 -534 -6.1% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Reduced 8,195 513 0.0% 0.0% 149 -20,181 -71.12% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 8,080 506 0.0% 0.0% 150 -449 -5.26% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Added to 7,005 506 0.0% 0.0% 151 +142 2.07% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History New 7,862 493 0.0% 152 +7,862 New Q4 2025 Mar 20, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 7,598 477 0.0% 0.0% 153 -899 -10.58% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 7,550 473 0.0% 0.0% 155 -216 -2.78% Q4 2025 Feb 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 7,550 473 0.0% 0.0% 154 0 0.0% Q4 2025 Feb 12, 2026
AVIVA PLC History Added to 7,509 470 0.0% 0.0% 156 +750 11.1% Q4 2025 Feb 12, 2026
Creative Planning History Reduced 7,499 469 0.0% 0.0% 157 -760 -9.2% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 7,442 466 0.01% 0.01% 158 +95 1.29% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 7,000 438 0.0% 0.0% 159 +200 2.94% Q4 2025 Jan 28, 2026
Obermeyer Wealth Partners History No change 6,975 437 0.02% 0.02% 160 0 0.0% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 6,932 435 0.0% 161 +6,932 New Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 6,955 435 0.01% 0.01% 162 +100 1.46% Q4 2025 Feb 04, 2026
ROYCE & ASSOCIATES LP History New 6,792 425 0.0% 163 +6,792 New Q4 2025 Feb 09, 2026
Cynosure Group, LLC History Reduced 6,789 425 0.04% 0.06% 164 -121 -1.75% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 6,732 421 0.0% 0.0% 165 -4,109 -37.9% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 6,714 420 0.0% 0.0% 166 -418 -5.86% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 6,532 409 0.0% 0.01% 167 -3,659 -35.9% Q4 2025 Jan 20, 2026
POLEN CAPITAL MANAGEMENT LLC History New 6,526 408 0.0% 168 +6,526 New Q4 2025 Feb 12, 2026
South Dakota Investment Council History Reduced 6,500 407 0.01% 0.01% 169 -500 -7.14% Q4 2025 Feb 12, 2026
Elgethun Capital Management History No change 6,355 398 0.07% 0.09% 170 0 0.0% Q4 2025 Feb 10, 2026
ALPS ADVISORS INC History Added to 6,258 392 0.0% 0.0% 171 +69 1.11% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Added to 6,070 380 0.0% 0.0% 172 +193 3.28% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 5,924 371 0.0% 0.0% 173 +1,011 20.58% Q4 2025 Jan 26, 2026
Quadrature Capital Ltd History New 5,886 368 0.0% 174 +5,886 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 5,766 361 0.0% 0.0% 175 0 0.0% Q4 2025 Feb 12, 2026
GSA CAPITAL PARTNERS LLP History New 5,748 360 0.03% 176 +5,748 New Q4 2025 Feb 06, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 5,510 346 0.0% 0.0% 177 -3,641 -39.79% Q4 2025 Jan 28, 2026
SIMPLEX TRADING, LLC History Added to 5,500 344 0.0% 0.0% 178 +2,043 59.1% Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 5,496 344 0.01% 0.01% 179 -1,597 -22.52% Q4 2025 Jan 16, 2026
Cornerstone Investment Partners, LLC History Added to 5,247 328 0.01% 0.02% 180 +3 0.06% Q4 2025 Jan 29, 2026
OXFORD ASSET MANAGEMENT LLP History New 5,218 326 0.13% 181 +5,218 New Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History New 5,171 324 0.07% 182 +5,171 New Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Reduced 5,136 321 0.01% 0.04% 183 -16,146 -75.87% Q4 2025 Feb 10, 2026
Vestcor Inc History No change 5,123 321 0.01% 0.01% 184 0 0.0% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History No change 5,105 319 0.0% 0.0% 185 0 0.0% Q4 2025 Feb 17, 2026
VISTA FINANCE, LLC History Reduced 4,969 311 0.21% 0.25% 186 -240 -4.61% Q4 2025 Jan 27, 2026
Walleye Capital LLC History Reduced 4,893 306 0.0% 0.01% 187 -18,018 -78.64% Q4 2025 Feb 13, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 4,886 306 0.08% 0.09% 188 +28 0.58% Q4 2025 Feb 09, 2026
BURNEY CO/ History Added to 4,785 299 0.01% 0.01% 189 +1,182 32.81% Q4 2025 Jan 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 4,725 296 0.01% 190 +4,725 New Q4 2025 Jan 27, 2026
Moors & Cabot, Inc. History No change 4,625 289 0.01% 0.01% 191 0 0.0% Q4 2025 Feb 10, 2026
INCEPTIONR LLC History New 4,499 281 0.08% 192 +4,499 New Q4 2025 Feb 11, 2026
Maryland State Retirement & Pension System History Added to 4,467 279 0.01% 0.01% 194 +51 1.15% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 4,456 279 0.0% 0.0% 193 +35 0.79% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History No change 4,390 275 0.0% 0.0% 195 0 0.0% Q4 2025 Jan 29, 2026
SkyOak Wealth, LLC History Reduced 4,330 271 0.05% 0.06% 196 -193 -4.27% Q4 2025 Feb 05, 2026
Byrne Asset Management LLC History Added to 4,240 265 0.15% 0.1% 197 +1,999 89.2% Q4 2025 Jan 12, 2026
Inspire Advisors, LLC History New 4,041 253 0.02% 198 +4,041 New Q4 2025 Feb 13, 2026
Penserra Capital Management LLC History Reduced 3,992 250 0.0% 0.0% 199 -104 -2.54% Q4 2025 Feb 12, 2026
Chemistry Wealth Management LLC History No change 3,929 246 0.05% 0.06% 200 0 0.0% Q4 2025 Jan 06, 2026
GTS SECURITIES LLC History Reduced 3,903 244 0.01% 0.01% 201 -582 -12.98% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Reduced 3,857 241 0.0% 0.0% 202 -265 -6.43% Q4 2025 Feb 18, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,765 236 0.0% 0.0% 203 0 0.0% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 3,651 228 0.0% 0.0% 204 -187 -4.87% Q4 2025 Feb 13, 2026
Numerai GP LLC History Reduced 3,544 222 0.03% 0.09% 206 -4,994 -58.49% Q4 2025 Feb 17, 2026
SUMMER ROAD LLC History No change 3,550 222 0.16% 0.18% 205 0 0.0% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History New 3,519 220 0.0% 207 +3,519 New Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 3,485 218 0.0% 0.0% 208 +69 2.02% Q4 2025 Feb 10, 2026
TWO SIGMA SECURITIES, LLC History New 3,454 216 0.03% 209 +3,454 New Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 3,576 216 0.0% 0.0% 210 0 0.0% Q4 2025 Jan 28, 2026
Covestor Ltd History Reduced 3,383 212 0.11% 0.16% 211 -497 -12.81% Q4 2025 Feb 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 3,299 206 0.02% 212 +3,299 New Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 3,281 205 0.01% 0.01% 213 +174 5.6% Q4 2025 Jan 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 3,194 200 0.0% 214 +3,194 New Q4 2025 Feb 18, 2026
Tower Research Capital LLC (TRC) History Added to 3,165 198 0.0% 0.0% 215 +2,063 187.21% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 2,786 174 0.0% 0.0% 216 +1,000 55.99% Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History No change 2,612 163 0.0% 0.01% 217 0 0.0% Q4 2025 Feb 11, 2026
NATIXIS History New 2,575 161 0.0% 219 +2,575 New Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 2,508 161 0.0% 0.0% 218 0 0.0% Q4 2025 Jan 26, 2026
Beaird Harris Wealth Management, LLC History Reduced 2,500 156 0.01% 0.03% 221 -2,500 -50.0% Q4 2025 Feb 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,497 156 0.0% 0.0% 220 +170 7.31% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History No change 2,200 137 0.01% 0.01% 222 0 0.0% Q4 2025 Jan 27, 2026
Leonteq Securities AG History Reduced 1,930 120 0.0% 0.0% 223 -170 -8.1% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,763 110 0.0% 0.0% 224 +23 1.32% Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History Added to 1,456 91 0.01% 0.0% 225 +1,431 5724.0% Q4 2025 Jan 29, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,463 91 0.0% 0.0% 226 -116 -7.35% Q4 2025 Jan 15, 2026
SRH ADVISORS, LLC History Reduced 1,310 82 0.02% 0.04% 227 -400 -23.39% Q4 2025 Jan 21, 2026
Sterling Capital Management LLC History Reduced 1,257 78 0.0% 0.0% 228 -194 -13.37% Q4 2025 Feb 13, 2026
KBC Group NV History No change 1,239 78 0.0% 0.0% 229 0 0.0% Q4 2025 Jan 26, 2026
Pinnacle Holdings, LLC History New 1,099 68 0.02% 230 +1,099 New Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 907 56 0.0% 0.0% 231 -23 -2.47% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 908 56 0.0% 0.0% 232 +7 0.78% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History Added to 819 51 0.0% 0.0% 233 +354 76.13% Q4 2025 Feb 13, 2026
DV Trading LLC History New 800 50 0.0% 234 +800 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Reduced 807 50 0.0% 0.0% 236 -93 -10.33% Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History Reduced 808 50 0.0% 0.0% 235 -55 -6.37% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History No change 790 49 0.0% 0.0% 237 0 0.0% Q4 2025 Feb 11, 2026
Pinnacle Wealth Planning Services, Inc. History New 644 40 0.0% 238 +644 New Q4 2025 Feb 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,500 35 0.0% 0.0% 239 0 0.0% Q4 2025 Jan 14, 2026
Clearstead Advisors, LLC History Added to 556 34 0.0% 0.0% 240 +458 467.35% Q4 2025 Feb 09, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 538 33 0.0% 0.0% 241 +39 7.82% Q4 2025 Feb 17, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 491 30 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 409 26 0.0% 0.0% 243 +124 43.51% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 401 25 0.0% 0.0% 244 -176 -30.5% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History New 368 23 0.0% 247 +368 New Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 373 23 0.0% 0.0% 245 -218 -36.89% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Added to 379 23 0.0% 0.0% 246 +62 19.56% Q4 2025 Jan 20, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 344 22 0.0% 0.0% 248 +109 46.38% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Added to 350 21 0.0% 0.0% 249 +11 3.24% Q4 2025 Feb 06, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History New 321 20 0.0% 250 +321 New Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 326 20 0.0% 0.0% 251 +188 136.23% Q4 2025 Mar 16, 2026
Salomon & Ludwin, LLC History Reduced 298 18 0.0% 0.0% 253 -11 -3.56% Q4 2025 Jan 28, 2026
GODSEY & GIBB, INC History No change 300 18 0.0% 0.0% 252 0 0.0% Q4 2025 Jan 27, 2026
Aster Capital Management (DIFC) Ltd History New 273 17 0.01% 255 +273 New Q4 2025 Feb 17, 2026
PIN OAK INVESTMENT ADVISORS INC History New 225 17 0.01% 254 +225 New Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 245 15 0.0% 0.0% 256 0 0.0% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History No change 242 15 0.0% 0.0% 257 0 0.0% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 233 14 0.0% 258 +233 New Q4 2025 Feb 05, 2026
Versant Capital Management, Inc History No change 235 14 0.0% 0.0% 259 0 0.0% Q4 2025 Jan 08, 2026
Sound Income Strategies, LLC History Added to 165 12 0.0% 261 +155 1550.0% Q4 2025 Jan 21, 2026
UMB Bank, n.a. History Added to 195 12 0.0% 0.0% 260 +15 8.33% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History No change 200 12 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 172 11 0.0% 263 +172 New Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History Added to 186 11 0.0% 0.0% 264 +15 8.77% Q4 2025 Feb 10, 2026
Plante Moran Financial Advisors, LLC History New 175 10 0.0% 265 +175 New Q4 2025 Feb 05, 2026
Arax Advisory Partners History Reduced 129 8 0.0% 0.0% 266 -503 -79.59% Q4 2025 Feb 13, 2026
WealthCollab, LLC History Added to 138 8 0.0% 0.0% 267 +35 33.98% Q4 2025 Jan 27, 2026
FIFTH THIRD BANCORP History Added to 120 7 0.0% 0.0% 268 +39 48.15% Q4 2025 Feb 02, 2026
Transamerica Financial Advisors, LLC History No change 114 7 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 13, 2026
Wealth Enhancement Trust Services, Inc. History New 105 6 0.0% 272 +105 New Q4 2025 Jan 27, 2026
Caitlin John, LLC History New 100 6 0.0% 271 +100 New Q4 2025 Feb 18, 2026
TOTH FINANCIAL ADVISORY CORP History No change 100 6 0.0% 0.0% 270 0 0.0% Q4 2025 Jan 20, 2026
Bell Investment Advisors, Inc History No change 62 3 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 24, 2026
CoreCap Advisors, LLC History No change 55 3 0.0% 0.0% 274 0 0.0% Q4 2025 Jan 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 38 2 0.0% 0.0% 276 +19 100.0% Q4 2025 Jan 14, 2026
MassMutual Private Wealth & Trust, FSB History No change 40 2 0.0% 0.0% 275 0 0.0% Q4 2025 Jan 07, 2026
Global Retirement Partners, LLC History No change 46 2 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 06, 2026
SOA Wealth Advisors, LLC. History No change 37 2 0.0% 0.0% 278 0 0.0% Q4 2025 Jan 20, 2026
Frazier Financial Advisors, LLC History No change 37 2 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 09, 2026
Quarry LP History Reduced 29 1 0.0% 0.01% 284 -798 -96.49% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 30 1 0.0% 0.0% 280 -73 -70.87% Q4 2025 Feb 10, 2026
Bare Financial Services, Inc History Added to 17 1 0.0% 285 +8 88.89% Q4 2025 Feb 06, 2026
Fortitude Family Office, LLC History Reduced 21 1 0.0% 0.0% 283 -3 -12.5% Q4 2025 Jan 15, 2026
Larson Financial Group LLC History Reduced 20 1 0.0% 0.0% 282 -2 -9.09% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 17 1 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 03, 2026
LRI Investments, LLC History No change 26 1 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 04, 2026
WCM INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.02% -152,362 -100.0% Q3 2025 Nov 04, 2025
RENAISSANCE GROUP LLC History Closed out 0 0 0.31% -112,998 -100.0% Q3 2025 Nov 05, 2025
FIRST SABREPOINT CAPITAL MANAGEMENT LP History Closed out 0 0 1.64% -70,000 -100.0% Q3 2025 Nov 14, 2025
Granahan Investment Management, LLC History Closed out 0 0 0.19% -61,870 -100.0% Q3 2025 Nov 14, 2025
4D Advisors, LLC History Closed out 0 0 1.97% -50,000 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.03% -40,007 -100.0% Q3 2025 Nov 13, 2025
LMG Wealth Partners, LLC History Closed out 0 0 0.35% -25,562 -100.0% Q3 2025 Nov 12, 2025
B. Metzler seel. Sohn & Co. AG History Closed out 0 0 0.01% -22,104 -100.0% Q3 2025 Nov 13, 2025
Tidal Investments LLC History Closed out 0 0 0.0% -16,864 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -10,955 -100.0% Q3 2025 Nov 14, 2025
Semanteon Capital Management, LP History Closed out 0 0 0.71% -7,647 -100.0% Q3 2025 Nov 10, 2025
DANSKE BANK A/S History Closed out 0 0 0.0% -7,539 -100.0% Q3 2025 Nov 19, 2025
Invst, LLC History Closed out 0 0 0.06% -7,381 -100.0% Q3 2025 Feb 04, 2026
Keebeck Wealth Management History Closed out 0 0 0.06% -7,115 -100.0% Q3 2025 Nov 14, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.01% -6,318 -100.0% Q3 2025 Nov 14, 2025
MQS Management LLC History Closed out 0 0 0.26% -6,140 -100.0% Q3 2025 Nov 06, 2025
SCS Capital Management LLC History Closed out 0 0 0.0% -6,022 -100.0% Q3 2025 Nov 13, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.06% -5,346 -100.0% Q3 2025 Nov 12, 2025
PharVision Advisers, LLC History Closed out 0 0 0.22% -5,320 -100.0% Q3 2025 Nov 17, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -4,477 -100.0% Q3 2025 Nov 14, 2025
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 0.01% -4,469 -100.0% Q3 2025 Oct 22, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -4,319 -100.0% Q3 2025 Oct 30, 2025
Cetera Investment Advisers History Closed out 0 0 0.0% -4,284 -100.0% Q3 2025 Nov 14, 2025
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -4,141 -100.0% Q3 2025 Nov 14, 2025
Compagnie Lombard Odier SCmA History Closed out 0 0 0.0% -4,000 -100.0% Q3 2025 Nov 06, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -3,768 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -3,357 -100.0% Q3 2025 Nov 14, 2025
Mariner, LLC History Closed out 0 0 0.0% -3,182 -100.0% Q3 2025 Nov 14, 2025
Hilltop Holdings Inc. History Closed out 0 0 0.01% -3,130 -100.0% Q3 2025 Nov 14, 2025
Vontobel Holding Ltd. History Closed out 0 0 0.0% -3,120 -100.0% Q3 2025 Oct 15, 2025
Equitable Holdings, Inc. History Closed out 0 0 0.0% -3,058 -100.0% Q3 2025 Nov 14, 2025
Orchard Capital Management, LLC History Closed out 0 0 0.19% -3,000 -100.0% Q3 2025 Nov 12, 2025
CIBC WORLD MARKET INC. History Closed out 0 0 0.0% -2,983 -100.0% Q3 2025 Nov 06, 2025
Hodges Capital Management Inc. History Closed out 0 0 0.02% -2,960 -100.0% Q3 2025 Nov 07, 2025
Entropy Technologies, LP History Closed out 0 0 0.02% -2,884 -100.0% Q3 2025 Nov 13, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 0.04% -2,500 -100.0% Q3 2025 Oct 29, 2025
NVWM, LLC History Closed out 0 0 0.01% -408 -100.0% Q3 2025 Oct 16, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -179 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Reduced 1 0 0.0% -169 -99.41% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Closed out 0 0 0.0% -153 -100.0% Q3 2025 Oct 31, 2025
Rialto Wealth Management, LLC History Reduced 3 0 0.0% -136 -97.84% Q4 2025 Jan 12, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -121 -100.0% Q3 2025 Nov 18, 2025
Clayton Financial Group LLC History Closed out 0 0 0.01% -119 -100.0% Q3 2025 Oct 15, 2025
Atlantic Union Bankshares Corp History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 04, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -75 -100.0% Q3 2025 Nov 06, 2025
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -40 -100.0% Q3 2025 Nov 03, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Nov 14, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 9 0 0.0% -16 -64.0% Q4 2025 Feb 06, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Closed out 0 0 0.0% -14 -100.0% Q3 2025 Oct 22, 2025
Blue Trust, Inc. History New 13 0 +13 New Q4 2025 Jan 16, 2026
Keating Financial Advisory Services, Inc. History New 12 0 +12 New Q4 2025 Feb 09, 2026
SJS Investment Consulting Inc. History Reduced 11 0 0.0% -10 -47.62% Q4 2025 Jan 21, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 03, 2025
Cloud Capital Management, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Nov 03, 2025
HUNTINGTON NATIONAL BANK History Reduced 8 0 -5 -38.46% Q4 2025 Feb 09, 2026
ASSETMARK, INC History New 5 0 +5 New Q4 2025 Jan 23, 2026
IFP Advisors, Inc History Reduced 9 0 -3 -25.0% Q4 2025 Feb 06, 2026
Bruce G. Allen Investments, LLC History Added to 8 0 +3 60.0% Q4 2025 Feb 10, 2026
Ankerstar Wealth, LLC History New 3 0 +3 New Q4 2025 Feb 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
Bay Harbor Wealth Management, LLC History Added to 4 0 +1 33.33% Q4 2025 Feb 02, 2026
HFM Investment Advisors, LLC History Reduced 3 0 -1 -25.0% Q4 2025 Feb 05, 2026
True Wealth Design, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 21, 2025
Sunbelt Securities, Inc. History No change 13 0 0 0.0% Q4 2025 Feb 20, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
Abound Wealth Management History No change 2 0 0 0.0% Q4 2025 Jan 12, 2026
DiNuzzo Private Wealth, Inc. History No change 7 0 0 0.0% Q4 2025 Jan 16, 2026