Gitlab Inc. - GTLB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 Reduced 15,072,714 565,678 0.01% 0.01% 1 -209,061 -1.37% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 8,414,752 315,805 0.01% 0.01% 2 +224,284 2.74% Q4 2025 Feb 12, 2026
EMINENCE CAPITAL, LP History Added to 7,702,226 289,064 4.57% 3.94% 3 +494,497 6.86% Q4 2025 Feb 17, 2026
Slate Path Capital LP History Added to 5,973,800 224,196 3.02% 2.2% 4 +2,818,800 89.34% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 5,728,416 214,987 0.02% 0.03% 5 -642,194 -10.08% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 5,433,375 203,914 0.11% 0.02% 6 +4,806,163 766.27% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 4,847,607 181,930 0.03% 0.05% 7 -1,813,162 -27.22% Q4 2025 Feb 12, 2026
HMI Capital Management, L.P. History Reduced 4,289,081 160,969 13.21% 16.83% 8 -2,177,369 -33.67% Q4 2025 Feb 17, 2026
Atreides Management, LP History Reduced 4,177,083 156,765 1.92% 4.8% 9 -1,293,222 -23.64% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 4,156,865 156,008 0.02% 0.02% 10 -424,041 -9.26% Q4 2025 Feb 17, 2026
Champlain Investment Partners, LLC History Reduced 4,089,488 153,478 1.55% 1.6% 11 -613,793 -13.05% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 3,234,160 121,378 0.03% 0.04% 12 -299,499 -8.48% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 3,200,327 120,108 0.02% 0.02% 13 +370,818 13.11% Q4 2025 Feb 13, 2026
Alphabet Inc. History No change 2,724,712 102,258 3.96% 5.1% 14 0 0.0% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,723,013 102,215 0.01% 0.01% 15 +97,342 3.71% Q4 2025 Feb 09, 2026
CITADEL ADVISORS LLC History Reduced 2,562,782 96,181 0.01% 0.02% 16 -199,390 -7.22% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 2,448,442 91,890 0.0% 0.0% 17 +148,783 6.47% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 2,344,909 88,004 0.01% 0.02% 18 -216,923 -8.47% Q4 2025 Jan 29, 2026
NORGES BANK History New 2,168,377 81,379 0.01% 19 +2,168,377 New Q4 2025 Feb 10, 2026
Squarepoint Ops LLC History Reduced 2,042,939 76,671 0.08% 0.11% 20 -311,648 -13.24% Q4 2025 Feb 13, 2026
Technology Crossover Management X, Ltd. History Added to 1,922,114 72,136 7.2% 1.23% 21 +1,597,114 491.42% Q4 2025 Feb 06, 2026
Fiera Capital Corp History Added to 1,670,811 62,705 0.2% 0.19% 22 +379,056 29.34% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Added to 1,669,331 62,649 0.06% 0.07% 23 +39,927 2.45% Q4 2025 Jan 29, 2026
FIRST TRUST ADVISORS LP History Added to 1,581,614 59,357 0.04% 0.05% 24 +178,306 12.71% Q4 2025 Feb 13, 2026
BAMCO INC /NY/ History Reduced 1,426,527 53,537 0.15% 0.19% 25 -171,530 -10.73% Q4 2025 Feb 17, 2026
INFINITUM ASSET MANAGEMENT, LLC History Added to 1,400,000 52,542 7.77% 8.0% 26 +434,834 45.05% Q4 2025 Feb 17, 2026
Alyeska Investment Group, L.P. History Reduced 1,348,638 50,614 0.14% 0.2% 27 -128,687 -8.71% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 1,339,022 50,253 0.0% 0.01% 28 -650,359 -32.69% Q4 2025 Feb 13, 2026
Carmignac Gestion History Added to 1,310,000 49,164 0.66% 0.45% 29 +640,000 95.52% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Added to 1,273,059 47,777 0.07% 0.08% 30 +58,609 4.83% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,259,552 47,270 0.0% 0.01% 31 -387,604 -23.53% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 1,176,637 44,159 0.08% 0.1% 32 -144,299 -10.92% Q4 2025 Feb 12, 2026
ICONIQ Capital, LLC History Reduced 1,159,908 43,531 0.66% 0.84% 33 -334,827 -22.4% Q4 2025 Feb 13, 2026
PRIMECAP MANAGEMENT CO/CA/ History Added to 1,159,261 43,507 0.03% 0.03% 34 +383,621 49.46% Q4 2025 Feb 11, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 1,146,690 43,035 0.61% 0.0% 35 +1,146,427 435903.8% Q4 2025 Feb 17, 2026
LIGHT STREET CAPITAL MANAGEMENT, LLC History Added to 1,060,000 39,781 6.12% 6.45% 36 +210,000 24.71% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,027,695 38,558 0.01% 0.03% 37 -1,585,545 -60.67% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 1,013,800 38,047 0.01% 0.03% 38 -561,620 -35.65% Q4 2025 Jan 29, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 993,011 37,545 0.03% 0.05% 39 -139,966 -12.35% Q4 2025 Jan 08, 2026
Think Investments LP History No change 988,200 37,087 4.13% 5.89% 40 0 0.0% Q4 2025 Feb 17, 2026
FIL Ltd History New 971,491 36,460 0.03% 41 +971,491 New Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 963,851 36,173 0.02% 0.01% 42 +465,751 93.51% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 962,118 36,108 0.02% 0.02% 43 +208,237 27.62% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 947,473 35,558 0.06% 0.05% 44 +281,824 42.34% Q4 2025 Feb 12, 2026
Bienville Capital Management, LLC History Added to 945,332 35,478 5.63% 7.15% 45 +113,225 13.61% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 938,977 35,239 0.01% 0.01% 46 +4,108 0.44% Q4 2025 Feb 13, 2026
General Catalyst Group Management, LLC History No change 921,405 34,580 15.59% 1.37% 47 0 0.0% Q4 2025 Feb 17, 2026
ARK Investment Management LLC History Reduced 863,575 32,409 0.22% 0.92% 48 -2,574,042 -74.88% Q4 2025 Feb 11, 2026
ARMISTICE CAPITAL, LLC History Added to 858,925 32,235 0.38% 0.25% 49 +482,067 127.92% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 853,993 32,050 0.08% 0.06% 50 +460,544 117.05% Q4 2025 Feb 10, 2026
Capital World Investors History New 849,257 31,872 0.0% 51 +849,257 New Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 748,064 28,074 0.01% 0.01% 52 +458,865 158.67% Q4 2025 Feb 17, 2026
Value Aligned Research Advisors, LLC History Added to 736,952 27,657 0.28% 0.39% 53 +24,768 3.48% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 720,566 27,042 0.1% 0.1% 54 +59,453 8.99% Q4 2025 Jan 30, 2026
Coronation Fund Managers Ltd. History Added to 717,483 26,927 1.21% 1.43% 55 +110,926 18.29% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Reduced 711,740 26,711 0.0% 0.0% 56 -317 -0.04% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 696,314 26,132 0.0% 0.0% 57 +105,791 17.91% Q4 2025 Mar 25, 2026
JPMORGAN CHASE & CO History Added to 682,282 25,606 0.0% 0.0% 58 +11,326 1.69% Q4 2025 Feb 11, 2026
SIMPLEX TRADING, LLC History Added to 652,549 24,490 0.01% 0.01% 59 +19,784 3.13% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Added to 647,646 24,306 0.0% 0.01% 60 +14,617 2.31% Q4 2025 Feb 10, 2026
Bridgewater Associates, LP History Added to 644,268 24,179 0.09% 0.1% 61 +55,701 9.46% Q4 2025 Feb 13, 2026
Barton Investment Management History Added to 558,603 20,964 2.26% 2.56% 62 +1,725 0.31% Q4 2025 Jan 21, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 510,360 19,153 0.01% 0.05% 63 -1,254,965 -71.09% Q4 2025 Jan 23, 2026
Amova Asset Management Americas, Inc. History Reduced 510,360 19,153 0.22% 0.77% 64 -1,252,841 -71.05% Q4 2025 Feb 11, 2026
CenterBook Partners LP History New 488,247 18,323 0.9% 65 +488,247 New Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Added to 477,833 17,933 0.05% 0.02% 66 +330,984 225.39% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 419,747 15,753 0.0% 0.0% 67 +3,796 0.91% Q4 2025 Feb 12, 2026
TFJ Management, LLC History Added to 402,815 15,117 10.88% 6.72% 68 +181,556 82.06% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 399,188 14,981 0.0% 0.0% 69 +7,467 1.91% Q4 2025 Feb 13, 2026
Pacer Advisors, Inc. History New 394,041 14,788 0.04% 70 +394,041 New Q4 2025 Feb 24, 2026
PEAK6 LLC History Added to 382,962 14,372 0.03% 0.0% 71 +309,002 417.8% Q4 2025 Mar 12, 2026
ROYAL BANK OF CANADA History New 377,119 14,153 0.0% 72 +377,119 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 376,678 14,136 0.03% 54.12% 73 +118,078 45.66% Q4 2025 Feb 17, 2026
Deltroit Asset Management (UK) LLP History New 371,000 13,923 2.03% 74 +371,000 New Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History New 369,616 13,871 0.01% 75 +369,616 New Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 220,227 12,945 0.02% 0.02% 76 0 0.0% Q4 2025 Jan 28, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 344,264 12,920 0.02% 0.02% 77 0 0.0% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 313,358 12,856 0.01% 0.0% 78 +120,659 62.62% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 282,459 12,468 0.01% 0.02% 79 +29,837 11.81% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Added to 320,660 12,034 0.07% 0.04% 80 +174,200 118.94% Q4 2025 Feb 09, 2026
BARCLAYS PLC History Added to 274,284 10,293 0.0% 0.0% 81 +27,266 11.04% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 266,162 9,989 0.0% 0.0% 82 -54,615 -17.03% Q4 2025 Feb 10, 2026
Swiss National Bank History Added to 262,400 9,847 0.01% 0.01% 83 +7,300 2.86% Q4 2025 Feb 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 257,400 9,660 0.01% 84 +257,400 New Q4 2025 Feb 17, 2026
Pier Capital, LLC History Added to 236,771 8,886 1.42% 0.58% 85 +154,454 187.63% Q4 2025 Feb 03, 2026
SEI INVESTMENTS CO History Reduced 235,873 8,852 0.01% 0.02% 86 -111,070 -32.01% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 224,869 8,439 0.02% 0.01% 87 +150,717 203.25% Q4 2025 Jan 26, 2026
Greenhouse Funds LLLP History Reduced 214,529 8,051 0.29% 1.78% 88 -866,034 -80.15% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 202,330 7,593 0.01% 0.0% 89 +181,999 895.18% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History Added to 197,731 7,420 0.02% 0.01% 90 +159,431 416.27% Q4 2025 Feb 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 194,097 7,284 0.0% 0.0% 91 +23,975 14.09% Q4 2025 Feb 12, 2026
SYCOMORE ASSET MANAGEMENT History No change 133,668 6,872 1.14% 1.14% 92 0 0.0% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Added to 181,826 6,823 0.02% 0.03% 93 +68 0.04% Q4 2025 Feb 13, 2026
Quinn Opportunity Partners LLC History New 176,599 6,627 0.28% 94 +176,599 New Q4 2025 Feb 13, 2026
Freestone Grove Partners LP History New 176,079 6,608 0.05% 95 +176,079 New Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Reduced 167,239 6,276 0.01% 0.01% 96 -14,458 -7.96% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 167,136 6,272 0.0% 0.0% 97 +23,035 15.99% Q4 2025 Feb 19, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 162,300 6,091 0.02% 0.02% 98 -10,100 -5.86% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 165,621 6,077 0.01% 0.01% 99 -24,722 -12.99% Q4 2025 Jan 08, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 154,968 5,815 0.01% 0.05% 100 -560,735 -78.35% Q4 2025 Feb 17, 2026
Caption Management, LLC History Reduced 150,700 5,655 0.04% 0.08% 101 -74,000 -32.93% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 150,578 5,651 0.01% 0.01% 102 +18,582 14.08% Q4 2025 Feb 17, 2026
CI INVESTMENTS INC. History Reduced 148,252 5,563 0.02% 0.13% 103 -654,761 -81.54% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 147,259 5,527 0.01% 0.03% 104 -140,782 -48.88% Q4 2025 Feb 05, 2026
Legal & General Group Plc History Reduced 145,068 5,444 0.0% 0.0% 105 -53,030 -26.77% Q4 2025 Feb 09, 2026
RHUMBLINE ADVISERS History Reduced 142,111 5,333 0.0% 0.01% 106 -10,892 -7.12% Q4 2025 Feb 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Reduced 141,428 5,307 0.37% 0.73% 107 -97,287 -40.75% Q4 2025 Feb 12, 2026
Penserra Capital Management LLC History Added to 139,688 5,241 0.06% 0.05% 108 +51,132 57.74% Q4 2025 Feb 12, 2026
NOMURA HOLDINGS INC History New 139,108 5,220 0.01% 109 +139,108 New Q4 2025 Feb 17, 2026
Granite Investment Partners, LLC History Added to 135,143 5,071 0.3% 0.26% 110 +34,788 34.66% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 134,443 5,060 0.01% 0.0% 111 +122,643 1039.35% Q4 2025 Feb 13, 2026
CEERA INVESTMENTS, LLC History Added to 129,656 4,865 1.88% 1.69% 112 +9,519 7.92% Q4 2025 Feb 09, 2026
SANDS CAPITAL MANAGEMENT, LLC History No change 127,475 4,784 0.01% 0.02% 113 0 0.0% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 127,075 4,769 0.0% 0.01% 114 +3,303 2.67% Q4 2025 Feb 17, 2026
DEEPWATER ASSET MANAGEMENT, LLC History New 124,217 4,661 1.36% 115 +124,217 New Q4 2025 Feb 11, 2026
Quantbot Technologies LP History New 120,453 4,520 0.15% 116 +120,453 New Q4 2025 Feb 10, 2026
Blackstone Inc. History New 109,706 4,117 0.02% 117 +109,706 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 108,380 4,067 0.0% 0.0% 118 +18,720 20.88% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 108,235 4,062 0.01% 0.01% 119 +6,220 6.1% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 112,104 4,055 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 03, 2026
Niles Investment Management, LLC History New 106,134 3,983 3.03% 121 +106,134 New Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 101,667 3,815 0.0% 0.0% 122 -13,447 -11.68% Q4 2025 Feb 13, 2026
LB Partners LLC History Added to 101,077 3,793 3.5% 0.61% 123 +80,145 382.88% Q4 2025 Feb 17, 2026
Siren, L.L.C. History Added to 99,000 3,715 0.11% 0.11% 124 +35,000 54.69% Q4 2025 Feb 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 98,331 3,690 0.01% 0.0% 125 +82,821 533.98% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 95,428 3,581 0.01% 0.02% 126 -160,522 -62.72% Q4 2025 Feb 17, 2026
Fieldview Capital Management, LLC History Added to 93,334 3,502 0.59% 0.1% 127 +79,417 570.65% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Added to 89,390 3,355 0.05% 0.05% 128 +26,520 42.18% Q4 2025 Feb 17, 2026
Leonteq Securities AG History Added to 88,837 3,334 0.1% 0.05% 129 +50,525 131.88% Q4 2025 Feb 06, 2026
BLAIR WILLIAM & CO/IL History Reduced 86,380 3,241 0.01% 0.01% 130 -12,546 -12.68% Q4 2025 Feb 17, 2026
Royal Fund Management, LLC History Reduced 80,606 3,216 0.29% 0.54% 131 -11,979 -12.94% Q4 2025 Jan 15, 2026
ELWOOD CAPITAL PARTNERS LP History New 85,000 3,190 1.9% 132 +85,000 New Q4 2025 Feb 13, 2026
STADIUM CAPITAL MANAGEMENT LLC History No change 84,683 3,178 3.68% 4.08% 133 0 0.0% Q4 2025 Feb 17, 2026
Delta Global Management LP History Reduced 83,053 3,116 0.23% 0.39% 134 -34,534 -29.37% Q4 2025 Feb 18, 2026
Cetera Investment Advisers History Reduced 77,581 2,911 0.0% 0.0% 135 -889 -1.13% Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History Reduced 76,240 2,861 0.01% 0.02% 136 -53,668 -41.31% Q4 2025 Feb 13, 2026
Future Fund LLC History Added to 95,588 2,852 0.9% 1.11% 137 +25,959 37.28% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Added to 74,955 2,813 0.0% 0.0% 138 +23,597 45.95% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 73,205 2,747 0.01% 0.01% 139 -8,536 -10.44% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 73,065 2,742 0.0% 0.0% 140 -114,953 -61.14% Q4 2025 Feb 18, 2026
LPL Financial LLC History Reduced 71,656 2,689 0.0% 0.0% 141 -97,549 -57.65% Q4 2025 Feb 11, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History Added to 69,862 2,621 0.18% 0.11% 142 +40,905 141.26% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History New 68,280 2,562 0.03% 143 +68,280 New Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Added to 65,806 2,469 0.0% 0.0% 144 +65,240 11526.5% Q4 2025 Feb 12, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 64,486 2,420 0.04% 145 +64,486 New Q4 2025 Feb 06, 2026
Massar Capital Management, LP History Reduced 63,830 2,395 0.26% 1.67% 146 -218,000 -77.35% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 63,571 2,385 0.02% 0.02% 147 -1,742 -2.67% Q4 2025 Feb 17, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 62,076 2,329 0.22% 148 +62,076 New Q4 2025 Feb 17, 2026
EFG International AG History New 61,671 2,314 0.04% 149 +61,671 New Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 61,274 2,299 0.0% 0.0% 150 -120,403 -66.27% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 60,691 2,277 0.0% 0.0% 151 +52,608 650.85% Q4 2025 Feb 18, 2026
Madison Asset Management, LLC History New 60,354 2,265 0.03% 152 +60,354 New Q4 2025 Feb 04, 2026
Police & Firemen's Retirement System of New Jersey History Added to 59,789 2,243 0.02% 0.02% 153 +903 1.53% Q4 2025 Feb 13, 2026
Voleon Capital Management LP History New 59,754 2,242 0.05% 154 +59,754 New Q4 2025 Feb 17, 2026
SUMMIT SECURITIES GROUP LLC History Added to 59,032 2,215 0.29% 0.38% 155 +18,032 43.98% Q4 2025 Feb 17, 2026
Treasurer of the State of North Carolina History Reduced 58,505 2,196 0.01% 0.01% 156 -1,197 -2.0% Q4 2025 Feb 13, 2026
Amundi History Added to 58,338 2,189 0.0% 0.0% 157 +3,789 6.95% Q4 2025 Feb 17, 2026
Taylor Frigon Capital Management LLC History Reduced 57,530 2,159 1.09% 1.3% 158 -646 -1.11% Q4 2025 Jan 26, 2026
Creative Planning History Added to 57,478 2,157 0.0% 0.0% 159 +48,522 541.78% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 57,151 2,145 0.0% 0.0% 160 0 0.0% Q4 2025 Feb 17, 2026
Optimus Prime Fund Management Co., Ltd. History New 57,000 2,139 0.17% 161 +57,000 New Q4 2025 Feb 17, 2026
One Capital Management, LLC History Added to 56,737 2,129 0.06% 0.05% 162 +21,986 63.27% Q4 2025 Feb 10, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 56,350 2,115 0.02% 0.02% 163 +11,350 25.22% Q4 2025 Feb 03, 2026
Watershed Asset Management, L.L.C. History New 54,000 2,026 1.89% 164 +54,000 New Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History New 53,217 1,997 0.01% 165 +53,217 New Q4 2025 Feb 17, 2026
MONIMUS CAPITAL MANAGEMENT, LP History Added to 53,004 1,989 1.31% 0.98% 166 +17,564 49.56% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 52,738 1,979 0.0% 0.0% 167 +961 1.86% Q4 2025 Feb 12, 2026
State of Wyoming History Added to 52,673 1,976 0.22% 0.17% 168 +19,926 60.85% Q4 2025 Feb 11, 2026
Diversified Trust Co History Added to 52,159 1,957 0.04% 0.03% 169 +14,266 37.65% Q4 2025 Jan 09, 2026
Carmel Capital Partners, LLC History Added to 50,848 1,908 0.67% 0.53% 170 +22,855 81.65% Q4 2025 Jan 29, 2026
SORA INVESTORS LLC History Reduced 50,078 1,879 0.16% 0.3% 171 -21,909 -30.43% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Added to 48,721 1,828 0.01% 0.01% 172 +243 0.5% Q4 2025 Jan 30, 2026
SG Americas Securities, LLC History Added to 47,305 1,775 0.0% 0.0% 173 +15,867 50.47% Q4 2025 Jan 09, 2026
CULLINAN ASSOCIATES INC History No change 47,000 1,763 0.12% 0.14% 174 0 0.0% Q4 2025 Jan 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 46,426 1,742 0.0% 0.0% 175 +5,660 13.88% Q4 2025 Jan 27, 2026
OSAIC HOLDINGS, INC. History Reduced 45,679 1,714 0.0% 0.0% 176 -18,432 -28.75% Q4 2025 Feb 17, 2026
Freemont Management S.A. History New 45,000 1,688 0.29% 177 +45,000 New Q4 2025 Feb 05, 2026
OXFORD ASSET MANAGEMENT LLP History Added to 43,115 1,618 0.66% 3.45% 178 +27,156 170.16% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 42,030 1,577 0.0% 0.02% 179 -81,976 -66.11% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 40,700 1,527 0.0% 0.0% 180 +9,100 28.8% Q4 2025 Feb 06, 2026
Arizona State Retirement System History Reduced 37,463 1,405 0.01% 0.01% 181 -1,448 -3.72% Q4 2025 Jan 28, 2026
1492 Capital Management LLC History Added to 37,358 1,402 0.54% 0.55% 182 +7,261 24.13% Q4 2025 Feb 10, 2026
IVY LANE CAPITAL MANAGEMENT, LLC History New 37,000 1,388 1.75% 183 +37,000 New Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 36,784 1,380 0.0% 0.0% 184 -6,336 -14.69% Q4 2025 Jan 23, 2026
HighTower Advisors, LLC History Reduced 36,620 1,374 0.0% 0.0% 185 -688 -1.84% Q4 2025 Feb 06, 2026
Brevan Howard Capital Management LP History Reduced 36,310 1,362 0.01% 0.01% 186 -16,904 -31.77% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 35,761 1,342 0.0% 187 +35,761 New Q4 2025 Feb 13, 2026
Polymer Capital Management (US) LLC History Added to 35,081 1,316 0.14% 0.02% 188 +30,270 629.18% Q4 2025 Feb 17, 2026
Krilogy Financial LLC History New 34,017 1,298 0.04% 189 +34,017 New Q4 2025 Jan 27, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 34,454 1,293 0.0% 0.0% 190 +21,425 164.44% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 34,395 1,291 0.0% 0.0% 191 +3,145 10.06% Q4 2025 Feb 05, 2026
Main Management ETF Advisors, LLC History Added to 33,669 1,264 0.05% 0.06% 192 +344 1.03% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History New 33,285 1,249 0.0% 193 +33,285 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 32,419 1,216 0.0% 0.0% 194 -165,110 -83.59% Q4 2025 Feb 17, 2026
CastleKnight Management LP History New 31,900 1,197 0.03% 195 +31,900 New Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History Added to 31,000 1,182 0.03% 0.04% 196 +6,000 24.0% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 30,649 1,150 0.02% 0.02% 197 +11 0.04% Q4 2025 Jan 30, 2026
Militia Capital Partners, LP History Reduced 30,000 1,125 0.43% 0.77% 198 -39,800 -57.02% Q4 2025 Feb 17, 2026
Strengthening Families & Communities, LLC History Reduced 28,984 1,087 0.39% 0.3% 199 -313 -1.07% Q4 2025 Feb 03, 2026
KLP KAPITALFORVALTNING AS History Added to 28,500 1,069 0.0% 0.0% 200 +1,000 3.64% Q4 2025 Jan 28, 2026
Integrated Wealth Concepts LLC History Added to 27,855 1,045 0.01% 0.0% 201 +16,690 149.48% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 27,841 1,044 0.0% 0.0% 202 +3,368 13.76% Q4 2025 Feb 02, 2026
Merit Financial Group, LLC History New 27,463 1,030 0.01% 203 +27,463 New Q4 2025 Jan 26, 2026
ANTIPODES PARTNERS Ltd History New 27,433 1,029 0.02% 204 +27,433 New Q4 2025 Feb 05, 2026
BECKER CAPITAL MANAGEMENT INC History No change 27,397 1,028 0.03% 0.04% 205 0 0.0% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 27,142 1,018 0.0% 0.0% 206 -1,641 -5.7% Q4 2025 Mar 20, 2026
Holocene Advisors, LP History New 25,850 970 0.0% 207 +25,850 New Q4 2025 Feb 17, 2026
Kerrisdale Advisers, LLC History New 25,685 963 0.45% 208 +25,685 New Q4 2025 Feb 17, 2026
Malaga Cove Capital, LLC History Added to 25,121 942 0.33% 0.38% 209 +1,888 8.13% Q4 2025 Feb 09, 2026
LMR Partners LLP History Added to 24,726 927 0.0% 0.0% 210 +626 2.6% Q4 2025 Feb 17, 2026
FirstWave Capital Management LLC History New 24,439 917 0.54% 211 +24,439 New Q4 2025 Feb 13, 2026
Krane Funds Advisors LLC History Added to 24,282 911 0.03% 0.03% 212 +1,080 4.65% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Added to 23,824 894 0.0% 0.0% 213 +2,676 12.65% Q4 2025 Mar 16, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 23,488 885 0.0% 0.0% 214 -13,380 -36.29% Q4 2025 Jan 28, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 22,928 860 0.0% 215 +22,928 New Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 22,383 840 0.01% 0.01% 216 -8,154 -26.7% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Reduced 21,791 817 0.0% 0.0% 217 -49,148 -69.28% Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 21,606 810 0.01% 0.01% 218 +2,173 11.18% Q4 2025 Feb 12, 2026
Temasek Holdings (Private) Ltd History No change 21,494 806 0.0% 0.0% 219 0 0.0% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 20,976 787 0.02% 0.03% 220 -4,218 -16.74% Q4 2025 Jan 28, 2026
Focus Partners Advisor Solutions, LLC History New 20,786 780 0.01% 221 +20,786 New Q4 2025 Feb 11, 2026
Virtu Financial LLC History Reduced 20,052 753 0.03% 0.13% 222 -31,562 -61.15% Q4 2025 Feb 23, 2026
Headlands Technologies LLC History New 20,003 750 0.06% 223 +20,003 New Q4 2025 Feb 13, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Reduced 19,793 742 0.19% 0.25% 224 -868 -4.2% Q4 2025 Feb 06, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 19,709 739 0.05% 225 +19,709 New Q4 2025 Feb 17, 2026
HighVista Strategies LLC History New 19,305 724 0.19% 226 +19,305 New Q4 2025 Feb 17, 2026
Claro Advisors Inc. History Added to 19,129 717 0.1% 0.12% 227 +1,039 5.74% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 19,028 714 0.0% 0.0% 228 +283 1.51% Q4 2025 Feb 17, 2026
Oak Thistle LLC History Added to 18,676 700 0.1% 0.07% 229 +8,358 81.0% Q4 2025 Jan 21, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 18,400 690 0.0% 0.0% 230 +8,200 80.39% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 18,339 688 0.02% 0.01% 231 +12,082 193.1% Q4 2025 Feb 17, 2026
Jasper Ridge Partners, L.P. History No change 18,264 685 0.02% 0.02% 232 0 0.0% Q4 2025 Feb 12, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History Added to 17,700 664 0.54% 0.43% 233 +4,200 31.11% Q4 2025 Jan 29, 2026
Havemeyer Place LP History New 17,631 661 0.13% 234 +17,631 New Q4 2025 Feb 11, 2026
Clear Creek Financial Management, LLC History Added to 17,260 647 0.05% 0.03% 235 +8,359 93.91% Q4 2025 Jan 23, 2026
Qube Research & Technologies Ltd History New 16,900 634 0.0% 236 +16,900 New Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History No change 16,707 627 0.01% 0.01% 237 0 0.0% Q4 2025 Feb 04, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 16,500 619 0.0% 238 +16,500 New Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Reduced 17,686 618 0.0% 0.0% 239 -757 -4.1% Q4 2025 Feb 18, 2026
Chicago Partners Investment Group LLC History New 16,671 606 0.01% 240 +16,671 New Q4 2025 Jan 28, 2026
Phoenix Financial Ltd. History No change 16,000 600 0.01% 0.01% 241 0 0.0% Q4 2025 Feb 05, 2026
INGALLS & SNYDER LLC History Added to 15,742 591 0.02% 0.01% 242 +8,240 109.84% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 15,683 588 0.0% 0.0% 243 +173 1.12% Q4 2025 Feb 12, 2026
Churchill Financial Advisors, LLC History New 15,649 587 0.18% 244 +15,649 New Q4 2025 Feb 09, 2026
Quantinno Capital Management LP History Added to 15,639 586 0.0% 0.0% 245 +3,139 25.11% Q4 2025 Feb 17, 2026
Pallas Capital Advisors LLC History New 15,592 585 0.02% 246 +15,592 New Q4 2025 Jan 14, 2026
Kestra Advisory Services, LLC History New 15,576 584 0.0% 247 +15,576 New Q4 2025 Feb 13, 2026
Marex Group plc History Reduced 14,902 559 0.0% 0.09% 248 -260,498 -94.59% Q4 2025 Feb 12, 2026
WINTON GROUP Ltd History Reduced 14,619 548 0.02% 0.21% 249 -112,681 -88.52% Q4 2025 Feb 11, 2026
Woodline Partners LP History New 14,221 533 0.0% 250 +14,221 New Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Reduced 14,222 533 0.01% 0.02% 251 -67 -0.47% Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 14,104 529 0.03% 252 +14,104 New Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Added to 14,076 528 0.01% 0.01% 253 +3,268 30.24% Q4 2025 Feb 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,692 513 0.0% 0.0% 254 -678 -4.72% Q4 2025 Feb 12, 2026
BCS Private Wealth Management, Inc. History New 13,515 507 0.17% 255 +13,515 New Q4 2025 Jan 26, 2026
Vontobel Holding Ltd. History Reduced 13,118 492 0.0% 0.0% 256 -327 -2.43% Q4 2025 Feb 13, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 12,782 479 0.01% 0.01% 257 0 0.0% Q4 2025 Feb 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 12,587 472 0.0% 0.01% 258 -772 -5.78% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Added to 12,543 470 0.0% 0.0% 259 +4,439 54.78% Q4 2025 Feb 18, 2026
Buckland Partners Management Co LLC History New 12,000 450 0.25% 260 +12,000 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 11,768 442 0.0% 0.0% 261 +1,025 9.54% Q4 2025 Feb 05, 2026
Federation des caisses Desjardins du Quebec History Added to 11,668 437 0.0% 0.0% 262 +896 8.32% Q4 2025 Feb 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 11,600 435 0.0% 0.0% 263 -3,050 -20.82% Q4 2025 Feb 04, 2026
BANK OF MONTREAL /CAN/ History Reduced 11,545 433 0.0% 0.0% 264 -161,256 -93.32% Q4 2025 Feb 12, 2026
Quent Capital, LLC History Added to 11,436 429 0.03% 0.04% 265 +253 2.26% Q4 2025 Jan 29, 2026
Caerus Investment Advisors, LLC History New 10,724 402 0.13% 266 +10,724 New Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 10,679 400 0.0% 0.0% 267 +2,346 28.15% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Added to 10,500 394 0.0% 0.0% 268 +3,300 45.83% Q4 2025 Feb 17, 2026
Legacy Advisors, LLC History Reduced 10,429 391 0.04% 0.07% 269 -1,906 -15.45% Q4 2025 Jan 27, 2026
Cresset Asset Management, LLC History Added to 10,409 390 0.0% 0.0% 270 +56 0.54% Q4 2025 Feb 17, 2026
Palumbo Wealth Management LLC History Added to 10,370 389 0.1% 0.13% 271 +1,186 12.91% Q4 2025 Jan 21, 2026
WBI INVESTMENTS, LLC History Added to 10,322 387 0.1% 0.1% 272 +1,469 16.59% Q4 2025 Feb 13, 2026
NorthCrest Asset Manangement, LLC History New 10,158 381 0.01% 273 +10,158 New Q4 2025 Jan 08, 2026
KP Management LLC History Reduced 10,000 375 0.1% 1.0% 274 -60,000 -85.71% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 9,824 368 0.0% 275 +9,824 New Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Added to 9,667 362 0.01% 0.0% 276 +3,057 46.25% Q4 2025 Feb 17, 2026
Prosperity Wealth Management, Inc. History New 9,500 356 0.12% 277 +9,500 New Q4 2025 Mar 27, 2026
Bridgefront Capital, LLC History New 9,434 354 0.09% 278 +9,434 New Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Added to 9,366 351 0.0% 0.0% 280 +1,488 18.89% Q4 2025 Feb 18, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,347 351 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 13, 2026
AXQ CAPITAL, LP History New 9,188 344 0.08% 281 +9,188 New Q4 2025 Feb 10, 2026
MetLife Investment Management, LLC History Added to 9,018 338 0.0% 0.0% 282 +516 6.07% Q4 2025 Feb 12, 2026
Altshuler Shaham Ltd History New 9,000 337 0.01% 283 +9,000 New Q4 2025 Feb 17, 2026
Alpine Global Management, LLC History New 8,997 337 0.07% 284 +8,997 New Q4 2025 Feb 26, 2026
FNY Investment Advisers, LLC History Added to 8,682 325 0.09% 0.09% 285 +2,758 46.56% Q4 2025 Jan 16, 2026
Beacon Pointe Advisors, LLC History Reduced 8,495 318 0.0% 0.01% 286 -11,600 -57.73% Q4 2025 Feb 18, 2026
PRINCIPAL SECURITIES, INC. History Added to 8,461 317 0.0% 0.01% 287 +601 7.65% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 8,436 316 0.0% 0.05% 288 -62,364 -88.08% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 8,445 316 0.0% 289 +8,445 New Q4 2025 Feb 13, 2026
Third View Private Wealth, LLC History New 8,186 307 0.04% 290 +8,186 New Q4 2025 Jan 23, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 8,065 302 0.0% 0.01% 291 -6,657 -45.22% Q4 2025 Feb 02, 2026
Aptus Capital Advisors, LLC History Reduced 7,840 294 0.0% 0.99% 292 -2,998,873 -99.74% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 7,640 286 0.0% 0.0% 293 -14,749 -65.88% Q4 2025 Feb 12, 2026
JACKSON SQUARE CAPITAL, LLC History No change 7,500 281 0.06% 0.07% 294 0 0.0% Q4 2025 Jan 21, 2026
Green Alpha Advisors, LLC History Reduced 7,434 278 0.25% 0.4% 295 -1,734 -18.91% Q4 2025 Jan 07, 2026
Utah Retirement Systems History Added to 7,407 277 0.0% 0.0% 296 +460 6.62% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 7,354 276 0.0% 0.0% 297 -219 -2.89% Q4 2025 Jan 05, 2026
SHERBROOKE PARK ADVISERS LLC History Reduced 7,353 275 0.71% 0.2% 298 -2,104 -22.25% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 7,327 274 0.01% 0.01% 299 +1,024 16.25% Q4 2025 Feb 06, 2026
Sanctuary Advisors, LLC History New 7,266 272 0.0% 300 +7,266 New Q4 2025 Jan 29, 2026
EdgePoint Investment Group Inc. History New 7,232 271 0.0% 301 +7,232 New Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History New 7,200 270 0.01% 302 +7,200 New Q4 2025 Feb 12, 2026
BANQUE PICTET & CIE SA History Added to 6,920 259 0.0% 0.0% 303 +699 11.24% Q4 2025 Jan 16, 2026
Northside Capital Management, LLC History No change 6,864 257 0.02% 0.03% 304 0 0.0% Q4 2025 Jan 07, 2026
ROTHSCHILD INVESTMENT LLC History Added to 6,808 255 0.01% 0.0% 305 +6,777 21861.29% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 6,690 251 0.0% 0.0% 307 +5,783 637.6% Q4 2025 Jan 23, 2026
Maryland State Retirement & Pension System History No change 6,700 251 0.01% 0.01% 306 0 0.0% Q4 2025 Feb 17, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History New 6,707 246 0.02% 308 +6,707 New Q4 2025 Jan 22, 2026
CAXTON ASSOCIATES LLP History New 6,504 244 0.0% 309 +6,504 New Q4 2025 Feb 13, 2026
QTR Family Wealth, LLC History New 7,639 241 0.11% 310 +7,639 New Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 6,211 233 0.0% 312 +6,211 New Q4 2025 Feb 04, 2026
Janney Montgomery Scott LLC History Reduced 6,210 233 0.0% 0.0% 311 -5,854 -48.52% Q4 2025 Feb 11, 2026
WADDELL & ASSOCIATES, LLC History New 6,165 231 0.02% 313 +6,165 New Q4 2025 Feb 11, 2026
GC Wealth Management RIA, LLC History Reduced 6,153 230 0.01% 0.03% 314 -12,841 -67.61% Q4 2025 Jan 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 6,098 228 0.02% 315 +6,098 New Q4 2025 Jan 23, 2026
Tidal Investments LLC History Reduced 6,007 225 0.0% 0.0% 316 -18,993 -75.97% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 6,018 225 0.01% 0.0% 317 +5,840 3280.9% Q4 2025 Feb 06, 2026
FMR LLC History Reduced 5,985 224 0.0% 0.0% 318 -11,736 -66.23% Q4 2025 Feb 17, 2026
Kera Capital Partners, Inc. History New 6,394 223 0.03% 320 +6,394 New Q4 2025 Feb 23, 2026
GUGGENHEIM CAPITAL LLC History Added to 5,959 223 0.0% 0.0% 319 +761 14.64% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 5,865 220 0.0% 0.0% 321 -2,905 -33.12% Q4 2025 Jan 16, 2026
Vestmark Advisory Solutions, Inc. History Reduced 5,790 217 0.0% 0.06% 322 -66,537 -91.99% Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 5,794 217 0.01% 323 +5,794 New Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History New 5,650 212 0.0% 324 +5,650 New Q4 2025 Feb 10, 2026
Curi Capital, LLC History New 5,640 211 0.0% 325 +5,640 New Q4 2025 Feb 17, 2026
Ariadne Wealth Management, LP History New 7,122 210 0.09% 326 +7,122 New Q4 2025 Feb 13, 2026
waypoint wealth counsel History New 5,591 209 0.08% 327 +5,591 New Q4 2025 Jan 28, 2026
PharVision Advisers, LLC History New 5,535 207 0.1% 328 +5,535 New Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History Added to 5,508 206 0.02% 0.02% 329 +575 11.66% Q4 2025 Feb 17, 2026
LECAP ASSET MANAGEMENT LTD History Reduced 5,441 204 0.08% 0.2% 330 -7,007 -56.29% Q4 2025 Jan 27, 2026
Savvy Advisors, Inc. History New 5,455 204 0.01% 331 +5,455 New Q4 2025 Jan 20, 2026
Verition Fund Management LLC History Reduced 5,400 202 0.0% 0.0% 332 -5,837 -51.94% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Reduced 5,334 200 0.01% 0.01% 333 -1,036 -16.26% Q4 2025 Jan 09, 2026
BOKF, NA History Reduced 5,223 196 0.0% 0.0% 334 -1,117 -17.62% Q4 2025 Feb 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 5,200 195 0.0% 0.0% 335 -12,658 -70.88% Q4 2025 Feb 10, 2026
AlphaQuest LLC History Reduced 5,184 194 0.01% 0.02% 336 -1,462 -22.0% Q4 2025 Feb 09, 2026
Covestor Ltd History Reduced 4,861 183 0.1% 0.13% 337 -239 -4.69% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 4,859 182 0.0% 338 +4,859 New Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,377 164 0.0% 0.0% 339 +1,179 36.87% Q4 2025 Feb 06, 2026
KBC Group NV History Added to 4,345 163 0.0% 0.0% 340 +986 29.35% Q4 2025 Jan 26, 2026
PIER 88 INVESTMENT PARTNERS LLC History New 3,770 141 0.03% 341 +3,770 New Q4 2025 Feb 04, 2026
Parallel Advisors, LLC History Reduced 3,612 135 0.0% 0.0% 342 -281 -7.22% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,534 132 0.0% 0.0% 343 +1,395 65.22% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History New 3,500 131 0.0% 344 +3,500 New Q4 2025 Feb 12, 2026
STRS OHIO History Added to 3,345 125 0.0% 0.0% 345 +170 5.35% Q4 2025 Feb 02, 2026
US BANCORP \DE\ History Reduced 3,123 117 0.0% 0.0% 346 -370 -10.59% Q4 2025 Jan 30, 2026
WEXFORD CAPITAL LP History New 2,530 94 0.02% 347 +2,530 New Q4 2025 Feb 13, 2026
Rakuten Securities, Inc. History Added to 2,442 91 0.03% 0.01% 348 +1,890 342.39% Q4 2025 Jan 29, 2026
SBI Securities Co., Ltd. History Reduced 2,375 89 0.0% 0.0% 349 -706 -22.91% Q4 2025 Feb 03, 2026
PenderFund Capital Management Ltd. History No change 2,100 78 0.01% 0.02% 350 0 0.0% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,932 73 0.0% 0.0% 352 +569 41.75% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 1,959 73 0.0% 0.0% 351 +37 1.93% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History No change 1,700 63 0.0% 0.0% 353 0 0.0% Q4 2025 Feb 02, 2026
COMERICA BANK History Reduced 1,513 56 0.0% 0.0% 354 -1,038 -40.69% Q4 2025 Jan 29, 2026
True Wealth Design, LLC History Added to 1,321 49 0.01% 0.0% 355 +1,273 2652.08% Q4 2025 Jan 08, 2026
Quarry LP History Added to 1,202 45 0.01% 0.01% 356 +505 72.45% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 1,180 44 0.0% 0.0% 357 -567 -32.46% Q4 2025 Feb 09, 2026
Sterling Capital Management LLC History Added to 999 37 0.0% 0.0% 358 +797 394.55% Q4 2025 Feb 13, 2026
Lodestone Wealth Management LLC History New 948 35 0.01% 359 +948 New Q4 2025 Jan 15, 2026
TrinityBridge Ltd History Added to 800 30 0.0% 0.0% 360 +300 60.0% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 774 29 0.0% 0.0% 361 -2,401 -75.62% Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Reduced 762 28 0.0% 0.0% 362 -1,788 -70.12% Q4 2025 Feb 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 561 26 0.0% 363 +561 New Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Reduced 651 24 0.0% 0.0% 364 -323 -33.16% Q4 2025 Feb 06, 2026
Manchester Capital Management LLC History Reduced 536 20 0.0% 0.01% 365 -519 -49.19% Q4 2025 Feb 11, 2026
FIFTH THIRD BANCORP History New 500 18 0.0% 366 +500 New Q4 2025 Feb 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 458 17 0.0% 0.02% 367 -4,781 -91.26% Q4 2025 Feb 03, 2026
Rossby Financial, LCC History No change 439 16 0.0% 0.01% 368 0 0.0% Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Added to 418 15 0.0% 0.0% 369 +236 129.67% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 385 14 0.0% 0.02% 370 -18,353 -97.95% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Reduced 368 13 0.0% 0.0% 371 -234 -38.87% Q4 2025 Jan 05, 2026
Activest Wealth Management History Added to 302 11 0.0% 0.0% 372 +250 480.77% Q4 2025 Jan 30, 2026
City State Bank History No change 300 11 0.0% 0.0% 373 0 0.0% Q4 2025 Jan 28, 2026
NBC SECURITIES, INC. History Reduced 226 10 0.0% 0.0% 374 -232 -50.66% Q4 2025 Jan 29, 2026
MAI Capital Management History Added to 292 10 0.0% 0.0% 375 +132 82.5% Q4 2025 Feb 13, 2026
Kohmann Bosshard Financial Services, LLC History New 262 9 0.0% 378 +262 New Q4 2025 Jan 30, 2026
CULLEN/FROST BANKERS, INC. History Reduced 254 9 0.0% 0.0% 376 -233 -47.84% Q4 2025 Feb 06, 2026
Bogart Wealth, LLC History Added to 262 9 0.0% 0.0% 379 +26 11.02% Q4 2025 Jan 30, 2026
Parkside Financial Bank & Trust History Reduced 256 9 0.0% 0.0% 377 -1 -0.39% Q4 2025 Feb 13, 2026
Front Row Advisors LLC History No change 250 9 0.0% 0.0% 380 0 0.0% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Reduced 215 8 0.0% 0.0% 382 -117 -35.24% Q4 2025 Jan 20, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 231 8 0.0% 0.0% 381 -9 -3.75% Q4 2025 Jan 07, 2026
SJS Investment Consulting Inc. History New 189 7 0.0% 385 +189 New Q4 2025 Jan 21, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 200 7 0.0% 0.0% 383 0 0.0% Q4 2025 Jan 27, 2026
ALLIANZ SE History No change 200 7 0.0% 0.0% 384 0 0.0% Q4 2025 Feb 13, 2026
ORG Wealth Partners, LLC History No change 174 6 0.0% 0.0% 386 0 0.0% Q4 2025 Jan 14, 2026
CoreCap Advisors, LLC History New 138 5 0.0% 389 +138 New Q4 2025 Jan 13, 2026
SouthState Bank Corp History No change 150 5 0.0% 0.0% 387 0 0.0% Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History No change 150 5 0.0% 0.0% 388 0 0.0% Q4 2025 Feb 11, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 107 4 0.0% 0.0% 391 +16 17.58% Q4 2025 Jan 23, 2026
Banque Cantonale Vaudoise History No change 110 4 0.0% 0.0% 390 0 0.0% Q4 2025 Feb 06, 2026
Silicon Valley Capital Partners History New 99 3 0.0% 392 +99 New Q4 2025 Feb 13, 2026
Motiv8 Investments LLC History New 84 3 0.0% 394 +84 New Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 105 3 0.0% 0.0% 393 +5 5.0% Q4 2025 Jan 14, 2026
Sunbelt Securities, Inc. History Added to 78 2 0.0% 399 +70 875.0% Q4 2025 Feb 20, 2026
SageView Advisory Group, LLC History New 69 2 0.0% 400 +69 New Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History New 67 2 0.0% 395 +67 New Q4 2025 Feb 17, 2026
IFC & Insurance Marketing, Inc. History New 50 2 0.0% 403 +50 New Q4 2025 Feb 12, 2026
Cape Investment Advisory, Inc. History Reduced 78 2 0.0% 0.0% 401 -4 -4.88% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 77 2 0.0% 0.0% 397 +1 1.32% Q4 2025 Jan 26, 2026
WEBSTER BANK, N. A. History No change 71 2 0.0% 0.0% 396 0 0.0% Q4 2025 Jan 23, 2026
PRIVATE TRUST CO NA History No change 58 2 0.0% 0.0% 398 0 0.0% Q4 2025 Jan 26, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 65 2 0.0% 0.0% 402 0 0.0% Q4 2025 Jan 15, 2026
Arax Advisory Partners History Reduced 29 1 0.0% 0.0% 406 -2,889 -99.01% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History New 42 1 0.0% 408 +42 New Q4 2025 Jan 15, 2026
MCGUIRE CAPITAL ADVISORS INC History New 42 1 0.0% 412 +42 New Q4 2025 Feb 19, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 32 1 0.0% 404 +32 New Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 29 1 0.0% 405 +23 383.33% Q4 2025 Feb 05, 2026
Bell Investment Advisors, Inc History Added to 46 1 0.0% 0.0% 407 +14 43.75% Q4 2025 Feb 24, 2026
Smartleaf Asset Management LLC History Reduced 37 1 0.0% 0.0% 411 -14 -27.45% Q4 2025 Feb 13, 2026
Park Place Capital Corp History No change 32 1 0.0% 0.0% 409 0 0.0% Q4 2025 Jan 09, 2026
Root Financial Partners, LLC History No change 31 1 0.0% 0.0% 410 0 0.0% Q4 2025 Feb 10, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.01% -654,866 -100.0% Q3 2025 Nov 14, 2025
Marcho Partners LLP History Closed out 0 0 8.41% -489,545 -100.0% Q3 2025 Nov 13, 2025
CRAMER ROSENTHAL MCGLYNN LLC History Closed out 0 0 0.97% -344,657 -100.0% Q3 2025 Nov 12, 2025
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Closed out 0 0 0.29% -307,000 -100.0% Q3 2025 Nov 14, 2025
CloudAlpha Capital Management Limited/Hong Kong History Closed out 0 0 0.49% -300,000 -100.0% Q3 2025 Nov 06, 2025
Metavasi Capital LP History Closed out 0 0 3.37% -247,500 -100.0% Q3 2025 Nov 14, 2025
Swedbank AB History Closed out 0 0 0.01% -222,700 -100.0% Q3 2025 Oct 15, 2025
Ravenswood Partners LP History Closed out 0 0 2.97% -208,176 -100.0% Q3 2025 Nov 13, 2025
Whetstone Capital Advisors, LLC History Closed out 0 0 2.4% -192,532 -100.0% Q3 2025 Nov 14, 2025
iA Global Asset Management Inc. History Closed out 0 0 0.09% -142,100 -100.0% Q3 2025 Oct 30, 2025
Andra AP-fonden History Closed out 0 0 0.08% -132,877 -100.0% Q3 2025 Nov 12, 2025
B. Riley Wealth Advisors, Inc. History Closed out 0 0 0.0% -101,257 -100.0% Q3 2025 Oct 31, 2025
Union Bancaire Privee, UBP SA History Closed out 0 0 0.06% -96,854 -100.0% Q3 2025 Oct 07, 2025
One Madison Group LLC History Closed out 0 0 0.42% -85,000 -100.0% Q3 2025 Nov 14, 2025
Hidden Lake Asset Management LP History Closed out 0 0 0.48% -83,468 -100.0% Q3 2025 Nov 14, 2025
WESTERLY CAPITAL MANAGEMENT, LLC History Closed out 0 0 1.13% -80,000 -100.0% Q3 2025 Nov 14, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.03% -69,000 -100.0% Q3 2025 Feb 17, 2026
Qsemble Capital Management, LP History Closed out 0 0 0.24% -55,401 -100.0% Q3 2025 Nov 13, 2025
Shay Capital LLC History Closed out 0 0 0.2% -50,000 -100.0% Q3 2025 Nov 14, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.13% -46,940 -100.0% Q3 2025 Nov 13, 2025
Entropy Technologies, LP History Closed out 0 0 0.16% -46,723 -100.0% Q3 2025 Nov 13, 2025
Weiss Asset Management LP History Closed out 0 0 0.67% -42,570 -100.0% Q3 2025 Feb 17, 2026
Maven Securities LTD History Closed out 0 0 0.04% -33,800 -100.0% Q3 2025 Nov 20, 2025
OAK RIDGE INVESTMENTS LLC History Closed out 0 0 0.09% -30,992 -100.0% Q3 2025 Oct 29, 2025
HIGHLAND CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.07% -29,957 -100.0% Q3 2025 Oct 16, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.04% -28,428 -100.0% Q3 2025 Nov 12, 2025
StoneX Group Inc. History Closed out 0 0 0.05% -24,774 -100.0% Q3 2025 Nov 14, 2025
JBF Capital, Inc. History Closed out 0 0 0.14% -21,200 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -19,033 -100.0% Q3 2025 Oct 30, 2025
AMI ASSET MANAGEMENT CORP History Closed out 0 0 0.05% -18,986 -100.0% Q3 2025 Oct 16, 2025
Aristides Capital LLC History Closed out 0 0 0.12% -18,000 -100.0% Q3 2025 Nov 13, 2025
1888 Investments, LLC History Closed out 0 0 43.14% -17,933 -100.0% Q3 2025 Nov 05, 2025
Newlands Management Operations LLC History Closed out 0 0 0.0% -17,214 -100.0% Q3 2025 Nov 14, 2025
BENJAMIN EDWARDS INC History Closed out 0 0 0.01% -16,953 -100.0% Q3 2025 Oct 23, 2025
SlateStone Wealth, LLC History Closed out 0 0 0.07% -16,876 -100.0% Q3 2025 Nov 05, 2025
B. Metzler seel. Sohn & Co. AG History Closed out 0 0 0.01% -15,501 -100.0% Q3 2025 Nov 13, 2025
Sterling Investment Advisors, Ltd. History Closed out 0 0 0.13% -15,295 -100.0% Q3 2025 Oct 28, 2025
Quadrature Capital Ltd History Closed out 0 0 0.01% -14,985 -100.0% Q3 2025 Nov 13, 2025
INCEPTIONR LLC History Closed out 0 0 0.15% -13,606 -100.0% Q3 2025 Nov 13, 2025
Blue Owl Capital Holdings LP History Closed out 0 0 0.17% -12,352 -100.0% Q3 2025 Nov 12, 2025
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -10,543 -100.0% Q3 2025 Nov 13, 2025
Gotham Asset Management, LLC History Closed out 0 0 0.0% -9,266 -100.0% Q3 2025 Nov 14, 2025
Hel Ved Capital Management Ltd History Closed out 0 0 0.08% -8,900 -100.0% Q3 2025 Nov 13, 2025
FORA Capital, LLC History Closed out 0 0 0.07% -8,182 -100.0% Q3 2025 Nov 13, 2025
Beaumont Financial Advisors, LLC History Closed out 0 0 0.02% -8,087 -100.0% Q3 2025 Oct 23, 2025
DC Investments Management, LLC History Closed out 0 0 0.15% -7,935 -100.0% Q3 2025 Nov 10, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -7,650 -100.0% Q3 2025 Nov 13, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -7,625 -100.0% Q3 2025 Nov 14, 2025
SteelPeak Wealth, LLC History Closed out 0 0 0.01% -6,700 -100.0% Q3 2025 Oct 21, 2025
GTS SECURITIES LLC History Closed out 0 0 0.01% -6,471 -100.0% Q3 2025 Nov 14, 2025
Atria Investments, Inc History Closed out 0 0 0.0% -6,233 -100.0% Q3 2025 Nov 06, 2025
Prostatis Group LLC History Closed out 0 0 0.07% -6,051 -100.0% Q3 2025 Nov 04, 2025
Wildcat Capital Management, LLC History Closed out 0 0 0.18% -5,861 -100.0% Q3 2025 Nov 14, 2025
Belpointe Asset Management LLC History Closed out 0 0 0.01% -5,404 -100.0% Q3 2025 Nov 03, 2025
Beirne Wealth Consulting Services, LLC History Closed out 0 0 0.06% -5,227 -100.0% Q3 2025 Nov 07, 2025
SCOTIA CAPITAL INC. History Closed out 0 0 0.0% -5,100 -100.0% Q3 2025 Nov 14, 2025
WOODWARD DIVERSIFIED CAPITAL, LLC History Closed out 0 0 0.1% -5,005 -100.0% Q3 2025 Oct 21, 2025
West Tower Group, LLC History Closed out 0 0 0.65% -5,000 -100.0% Q3 2025 Oct 16, 2025
M&T BANK CORP History Closed out 0 0 0.0% -4,651 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -4,479 -100.0% Q3 2025 Nov 14, 2025
Patriot Financial Group Insurance Agency, LLC History Closed out 0 0 0.03% -4,470 -100.0% Q3 2025 Oct 08, 2025
Kingsview Wealth Management, LLC History Closed out 0 0 0.0% -4,453 -100.0% Q3 2025 Nov 12, 2025
Accel Wealth Management History Closed out 0 0 0.06% -4,450 -100.0% Q3 2025 Oct 08, 2025
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.0% -2,846 -100.0% Q3 2025 Nov 07, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -1,056 -100.0% Q3 2025 Nov 18, 2025
Larson Financial Group LLC History Closed out 0 0 0.0% -1,000 -100.0% Q3 2025 Nov 14, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 0.03% -1,000 -100.0% Q3 2025 Oct 15, 2025
Bayforest Capital Ltd History Closed out 0 0 0.02% -957 -100.0% Q3 2025 Oct 24, 2025
Byrne Asset Management LLC History Closed out 0 0 0.02% -850 -100.0% Q3 2025 Oct 22, 2025
Ramirez Asset Management, Inc. History Closed out 0 0 0.0% -800 -100.0% Q3 2025 Nov 12, 2025
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 0.0% -370 -100.0% Q3 2025 Nov 12, 2025
Versant Capital Management, Inc History Reduced 23 0 0.0% -350 -93.83% Q4 2025 Jan 08, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -330 -100.0% Q3 2025 Nov 13, 2025
NBT BANK N A /NY History Closed out 0 0 0.0% -249 -100.0% Q3 2025 Oct 28, 2025
Washington Trust Advisors, Inc. History Closed out 0 0 0.0% -242 -100.0% Q3 2025 Nov 10, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.01% -208 -100.0% Q3 2025 Nov 19, 2025
Berbice Capital Management LLC History Closed out 0 0 0.01% -200 -100.0% Q3 2025 Nov 12, 2025
AMERIFLEX GROUP, INC. History Closed out 0 0 0.0% -192 -100.0% Q3 2025 Nov 12, 2025
Murphy & Mullick Capital Management Corp History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 07, 2025
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -73 -100.0% Q3 2025 Nov 13, 2025
TD Waterhouse Canada Inc. History Reduced 3 0 0.0% -58 -95.08% Q4 2025 Jan 27, 2026
Groupe la Francaise History Closed out 0 0 0.0% -55 -100.0% Q3 2025 Nov 13, 2025
WHITTIER TRUST CO History Closed out 0 0 0.0% -51 -100.0% Q3 2025 Oct 31, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Oct 07, 2025
First Pacific Financial History Closed out 0 0 0.0% -45 -100.0% Q3 2025 Oct 21, 2025
Stone House Investment Management, LLC History Closed out 0 0 0.0% -40 -100.0% Q3 2025 Oct 27, 2025
Roxbury Financial LLC History Closed out 0 0 0.0% -38 -100.0% Q3 2025 Oct 01, 2025
Marquette Asset Management, LLC History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Oct 24, 2025
ORG Partners LLC History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Oct 24, 2025
CURIO WEALTH, LLC History New 26 0 +26 New Q4 2025 Feb 11, 2026
FIRST HORIZON CORP History Closed out 0 0 0.0% -26 -100.0% Q3 2025 Oct 27, 2025
TSFG, LLC History Closed out 0 0 0.0% -26 -100.0% Q3 2025 Nov 04, 2025
LRI Investments, LLC History New 24 0 +24 New Q4 2025 Feb 04, 2026
Godfrey Financial Associates, Inc. History New 21 0 +21 New Q4 2025 Feb 10, 2026
ATLAS CAPITAL ADVISORS INC. History New 20 0 +20 New Q4 2025 Feb 13, 2026
SWAN Capital LLC History Closed out 0 0 -20 -100.0% Q3 2025 Nov 14, 2025
Winthrop Capital Management, LLC History Closed out 0 0 0.0% -17 -100.0% Q3 2025 Nov 13, 2025
OPTIMA CAPITAL LLC History New 13 0 +13 New Q4 2025 Jan 23, 2026
Cornerstone Financial Management LLC History New 13 0 +13 New Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 12 0 +12 New Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Closed out 0 0 -12 -100.0% Q3 2025 Oct 09, 2025
Addison Advisors LLC History Closed out 0 0 -11 -100.0% Q3 2025 Nov 07, 2025
BERKSHIRE CAPITAL HOLDINGS INC History Closed out 0 0 -10 -100.0% Q3 2025 Nov 14, 2025
Capital Advisors, Ltd. LLC History Closed out 0 0 -9 -100.0% Q3 2025 Oct 16, 2025
Signature Equity Partners, LLC History New 8 0 +8 New Q4 2025 Feb 17, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 1 0 -6 -85.71% Q4 2025 Feb 23, 2026
Principia Wealth Advisory, LLC History New 6 0 +6 New Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Closed out 0 0 -4 -100.0% Q3 2025 Nov 05, 2025
Dunhill Financial, LLC History New 3 0 +3 New Q4 2025 Jan 29, 2026
American Capital Advisory, LLC History Reduced 2 0 -2 -50.0% Q4 2025 Jan 30, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
Cloud Capital Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 03, 2025
DUNCKER STREETT & CO INC History No change 5 0 0 0.0% Q4 2025 Jan 27, 2026
Tradewinds Capital Management, LLC History No change 24 0 0.0% 0 0.0% Q4 2025 Jan 14, 2026
Roble, Belko & Company, Inc History No change 10 0 0 0.0% Q4 2025 Jan 12, 2026
Crewe Advisors LLC History No change 20 0 0 0.0% Q4 2025 Jan 16, 2026
Avion Wealth History No change 12 0 0 0.0% Q4 2025 Jan 23, 2026
Bradley & Co. Private Wealth Management, LLC History No change 20 0 0 0.0% Q4 2025 Feb 11, 2026
Cromwell Holdings LLC History No change 20 0 0 0.0% Q4 2025 Jan 20, 2026
Nemes Rush Group LLC History No change 10 0 0 0.0% Q4 2025 Feb 11, 2026
Turning Point Benefit Group, Inc. History No change 5 0 0 0.0% Q4 2025 Jan 30, 2026