HOME BANCORP, INC. - HBCP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 421,789 | 24,379 | 0.01% | 0.0% | 1 | -532 | -0.13% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 418,677 | 24,199 | 0.0% | 0.0% | 2 | -1,988 | -0.47% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 389,660 | 22,522 | 0.0% | 0.0% | 3 | +14,451 | 3.85% | Q4 2025 | Jan 29, 2026 |
| Crawford Fund Management, LLC | History | Added to | 170,448 | 9,851 | 1.3% | 1.11% | 4 | +42,940 | 33.68% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 164,981 | 9,535 | 0.0% | 0.0% | 5 | -590 | -0.36% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 160,974 | 9,304 | 0.0% | 0.0% | 6 | +12,745 | 8.6% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 159,001 | 9,192 | 0.0% | 0.0% | 7 | -3,462 | -2.13% | Q4 2025 | Feb 09, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 119,913 | 6,930 | 0.02% | 0.02% | 8 | +860 | 0.72% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 110,496 | 6,386 | 0.18% | 0.18% | 9 | +2,182 | 2.01% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 106,303 | 6,144 | 0.02% | 0.03% | 10 | +382 | 0.36% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 103,243 | 5,967 | 0.0% | 0.0% | 11 | +30,224 | 41.39% | Q4 2025 | Feb 17, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 102,290 | 5,912 | 2.4% | 2.52% | 12 | -3,899 | -3.67% | Q4 2025 | Jan 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 99,073 | 5,726 | 0.01% | 0.01% | 13 | -16,800 | -14.5% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 90,746 | 5,243 | 0.01% | 0.01% | 14 | +1,345 | 1.5% | Q4 2025 | Feb 10, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 81,215 | 4,694 | 1.03% | 1.0% | 15 | -2,407 | -2.88% | Q4 2025 | Feb 04, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 76,484 | 4,420 | 0.09% | 0.08% | 16 | +4,375 | 6.07% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 57,701 | 3,335 | 0.0% | 0.0% | 17 | +11,769 | 25.62% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 55,399 | 3,202 | 0.0% | 0.0% | 18 | -4,215 | -7.07% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 44,367 | 2,564 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 41,845 | 2,418 | 0.0% | 0.0% | 20 | +1,666 | 4.15% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 38,619 | 2,232 | 0.0% | 0.0% | 21 | +4,959 | 14.73% | Q4 2025 | Mar 25, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 37,802 | 2,184 | 0.39% | 0.48% | 22 | -20,398 | -35.05% | Q4 2025 | Feb 17, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | Added to | 34,469 | 1,992 | 1.64% | 1.08% | 23 | +10,000 | 40.87% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 34,425 | 1,990 | 0.0% | 0.0% | 24 | +12,420 | 56.44% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,788 | 1,837 | 0.0% | 0.0% | 25 | +554 | 1.77% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 29,866 | 1,726 | 0.0% | 0.0% | 26 | -12,096 | -28.83% | Q4 2025 | Feb 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 28,317 | 1,636 | 0.25% | 0.24% | 27 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 27,474 | 1,588 | 0.23% | 0.18% | 28 | +5,521 | 25.15% | Q4 2025 | Jan 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 24,882 | 1,438 | 0.0% | 0.0% | 29 | -685 | -2.68% | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 24,775 | 1,432 | 0.01% | — | 30 | +24,775 | New | Q4 2025 | Feb 17, 2026 |
| De Lisle Partners LLP | History | No change | 22,985 | 1,329 | 0.17% | 0.15% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 21,357 | 1,234 | 0.0% | 0.0% | 32 | -4,466 | -17.29% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 20,495 | 1,184 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,426 | 1,180 | 0.0% | 0.0% | 34 | -1,472 | -6.72% | Q4 2025 | Feb 17, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 19,826 | 1,173 | 0.15% | 0.15% | 35 | -1,223 | -5.81% | Q4 2025 | Jan 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 18,842 | 1,089 | 0.03% | 0.03% | 36 | -30 | -0.16% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 17,553 | 1,014 | 0.0% | 0.0% | 37 | -13,410 | -43.31% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 16,439 | 950 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 15,943 | 921 | 0.0% | 0.0% | 39 | +177 | 1.12% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 15,654 | 904 | 0.01% | 0.02% | 40 | -1,506 | -8.78% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 15,654 | 904 | 0.04% | 0.06% | 41 | -1,506 | -8.78% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | No change | 13,923 | 804 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 14,350 | 771 | 0.0% | 0.0% | 43 | -2,395 | -14.3% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,183 | 761 | 0.0% | 0.0% | 44 | +6,706 | 103.54% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,045 | 754 | 0.0% | 0.0% | 45 | -318 | -2.38% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 12,261 | 708 | 0.0% | 0.0% | 46 | +3,851 | 45.79% | Q4 2025 | Feb 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 12,250 | 708 | 0.0% | 0.0% | 47 | +2,841 | 30.19% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 11,165 | 645 | 0.0% | — | 48 | +11,165 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,692 | 617 | 0.0% | 0.0% | 49 | +2,504 | 30.58% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 10,644 | 615 | 0.0% | 0.0% | 50 | +1,061 | 11.07% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 9,800 | 566 | 0.0% | 0.0% | 51 | -700 | -6.67% | Q4 2025 | Feb 02, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 9,564 | 552 | 0.0% | 0.0% | 52 | -1,056 | -9.94% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 9,380 | 542 | 0.0% | 0.0% | 53 | -210 | -2.19% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 8,606 | 497 | 0.0% | 0.0% | 54 | +1,588 | 22.63% | Q4 2025 | Feb 19, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 8,357 | 483 | 0.0% | — | 55 | +8,357 | New | Q4 2025 | Feb 13, 2026 |
| Eagle Capital Management, LLC | History | No change | 8,300 | 480 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 8,110 | 468 | 0.0% | 0.0% | 57 | +1,687 | 26.26% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,459 | 431 | 0.0% | 0.0% | 58 | +2,408 | 47.67% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | No change | 7,274 | 420 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 6,651 | 384 | 0.0% | — | 60 | +6,651 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 6,586 | 380 | 0.0% | — | 61 | +6,586 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 6,173 | 356 | 0.01% | 0.0% | 62 | +5,703 | 1213.4% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,100 | 352 | 0.0% | — | 63 | +6,100 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,879 | 339 | 0.0% | 0.0% | 64 | +84 | 1.45% | Q4 2025 | Feb 12, 2026 |
| BCM ADVISORS, LLC | History | Added to | 5,595 | 337 | 0.06% | 0.06% | 66 | +32 | 0.58% | Q4 2025 | Jan 26, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 5,845 | 337 | 0.04% | 0.04% | 65 | +27 | 0.46% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 5,815 | 336 | 0.0% | 0.0% | 67 | +994 | 20.62% | Q4 2025 | Jan 26, 2026 |
| PDT Partners, LLC | History | No change | 5,428 | 313 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,320 | 307 | 0.0% | — | 69 | +5,320 | New | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,294 | 305 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Broussard Financial Group LLC | History | New | 5,150 | 297 | 0.24% | — | 71 | +5,150 | New | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,362 | 252 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,157 | 240 | 0.01% | 0.01% | 73 | +25 | 0.61% | Q4 2025 | Jan 30, 2026 |
| Metis Global Partners, LLC | History | No change | 4,148 | 239 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 4,049 | 235 | 0.0% | — | 75 | +4,049 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 4,000 | 231 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 3,913 | 226 | 0.0% | 0.0% | 77 | -9 | -0.23% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 3,894 | 225 | 0.0% | 0.0% | 78 | -1,114 | -22.24% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,837 | 221 | 0.0% | 0.0% | 79 | +337 | 9.63% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,678 | 212 | 0.0% | 0.0% | 80 | -97 | -2.57% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | New | 3,641 | 210 | 0.0% | — | 82 | +3,641 | New | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 3,640 | 210 | 0.0% | 0.0% | 81 | -970 | -21.04% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,599 | 208 | 0.0% | — | 83 | +3,599 | New | Q4 2025 | Feb 18, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 3,492 | 201 | 0.01% | — | 84 | +3,492 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 3,365 | 194 | 0.0% | 0.0% | 85 | -775 | -18.72% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,181 | 183 | 0.0% | 0.0% | 86 | +31 | 0.98% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,160 | 182 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Canton Hathaway, LLC | History | Added to | 2,180 | 126 | 0.02% | 0.02% | 88 | +12 | 0.55% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,827 | 105 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,570 | 90 | 0.0% | 0.0% | 90 | -13,971 | -89.9% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,536 | 88 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,415 | 81 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Added to | 1,253 | 72 | 0.0% | 0.0% | 93 | +688 | 121.77% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,226 | 70 | 0.0% | 0.0% | 94 | +98 | 8.69% | Q4 2025 | Jan 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 638 | 36 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 588 | 33 | 0.0% | 0.0% | 96 | -46 | -7.26% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 420 | 24 | 0.0% | 0.0% | 97 | -97 | -18.76% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 411 | 23 | 0.0% | 0.0% | 98 | +77 | 23.05% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 302 | 17 | 0.0% | — | 100 | +302 | New | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 298 | 17 | 0.0% | 0.0% | 99 | +28 | 10.37% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 298 | 17 | 0.0% | 0.0% | 102 | +25 | 9.16% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 308 | 17 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 253 | 14 | 0.0% | 0.0% | 103 | +2 | 0.8% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 214 | 12 | 0.0% | 0.0% | 104 | -46 | -17.69% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 220 | 12 | 0.0% | 0.0% | 105 | -26 | -10.57% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 176 | 10 | 0.0% | 0.0% | 107 | -131 | -42.67% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 164 | 10 | 0.01% | 0.0% | 106 | +2 | 1.23% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 151 | 8 | 0.0% | 0.0% | 108 | +1 | 0.67% | Q4 2025 | Feb 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 89 | 5 | 0.0% | 0.0% | 109 | -42 | -32.06% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 75 | 4 | 0.0% | 0.0% | 110 | -1 | -1.32% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 63 | 3 | 0.0% | 0.0% | 111 | +36 | 133.33% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 68 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 46 | 2 | 0.0% | — | 113 | +46 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 33 | 1 | 0.0% | — | 114 | +16 | 94.12% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 115 | -4 | -16.0% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -41,615 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -19,399 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,020 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,051 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,744 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,581 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.35% | — | -5,163 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,104 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -2,220 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -27 | -93.1% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |