HNI CORP - HNI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 10,021,358 421,297 0.01% 0.01% 1 +3,381,925 50.94% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 7,859,630 330,418 0.0% 0.0% 2 +2,363,277 43.0% Q4 2025 Jan 29, 2026
Marble Bar Asset Management LLP History New 5,630 236,685 5.49% 3 +5,630 New Q4 2025 Feb 17, 2026
FMR LLC History Added to 3,413,756 143,514 0.01% 0.01% 4 +581,392 20.53% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,954,695 124,216 0.03% 0.02% 5 +1,166,948 65.27% Q4 2025 Feb 12, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 2,924,923 122,963 0.1% 0.11% 6 0 0.0% Q4 2025 Feb 11, 2026
STATE STREET CORP History Added to 2,576,905 108,333 0.0% 0.0% 7 +762,177 42.0% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 2,476,330 104,104 0.33% 0.0% 8 +2,445,031 7811.85% Q4 2025 Feb 02, 2026
NORTHERN TRUST CORP History Added to 2,234,814 93,951 0.01% 0.01% 9 +259,433 13.13% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,571,923 66,095 0.0% 0.0% 10 +464,362 41.93% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Added to 1,379,508 57,994 0.01% 0.01% 11 +406,832 41.83% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,122,434 47,187 0.01% 0.01% 12 +400,100 55.39% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 923,501 38,823 0.02% 0.01% 13 +404,830 78.05% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 905,229 38,055 0.02% 0.01% 14 +611,608 208.3% Q4 2025 Feb 13, 2026
Boston Partners History Added to 850,659 36,058 0.04% 0.04% 15 +96,204 12.75% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 809,634 34,037 0.0% 0.0% 16 +150,574 22.85% Q4 2025 Feb 13, 2026
COOKE & BIELER LP History Added to 754,493 31,718 0.33% 0.3% 17 +140,971 22.98% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 748,502 31,467 0.0% 0.0% 18 +15,163 2.07% Q4 2025 Mar 25, 2026
AMERIPRISE FINANCIAL INC History Added to 722,198 30,361 0.01% 0.01% 19 +85,241 13.38% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 591,577 24,869 0.01% 0.0% 20 +432,115 270.98% Q4 2025 Feb 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 583,266 24,520 0.58% 0.66% 21 +2,423 0.42% Q4 2025 Feb 09, 2026
CLIFFORD CAPITAL PARTNERS LLC History Added to 573,994 24,130 4.1% 3.84% 22 +99,943 21.08% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 534,121 22,454 0.0% 0.0% 23 +363,476 213.0% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 441,125 18,544 0.07% 0.06% 24 +67,343 18.02% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 438,354 18,428 0.01% 0.0% 25 +356,751 437.18% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 379,058 15,935 0.0% 0.0% 26 +228,968 152.55% Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 372,104 15,643 0.01% 0.01% 27 +121,704 48.6% Q4 2025 Feb 02, 2026
PRUDENTIAL FINANCIAL INC History Added to 370,017 15,555 0.02% 0.02% 28 +26,764 7.8% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 339,288 14,263 0.0% 0.0% 29 +49,479 17.07% Q4 2025 Feb 19, 2026
CITADEL ADVISORS LLC History Reduced 323,883 13,616 0.0% 0.0% 30 -187,045 -36.61% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 313,501 13,179 0.0% 0.0% 31 -154,673 -33.04% Q4 2025 Jan 29, 2026
Medina Value Partners, LLC History New 302,438 12,714 2.97% 32 +302,438 New Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 274,716 11,549 0.01% 0.01% 33 +20,141 7.91% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 273,961 11,517 0.01% 0.01% 34 +166,861 155.8% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 238,494 10,026 0.03% 0.03% 35 +59,702 33.39% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Added to 216,120 9,085 0.19% 0.15% 36 +54,030 33.33% Q4 2025 Feb 17, 2026
Pillsbury Lake Capital LLC History New 211,282 8,882 3.1% 37 +211,282 New Q4 2025 Feb 18, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 203,849 8,569 0.08% 0.03% 38 +122,045 149.19% Q4 2025 Feb 10, 2026
ExodusPoint Capital Management, LP History New 195,931 8,236 0.06% 39 +195,931 New Q4 2025 Feb 17, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 187,172 7,868 0.13% 0.13% 40 +14,461 8.37% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 184,233 7,745 0.0% 0.0% 41 +60,767 49.22% Q4 2025 Feb 09, 2026
RHUMBLINE ADVISERS History Added to 183,418 7,710 0.01% 0.0% 42 +50,759 38.26% Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History Added to 179,600 7,550 0.21% 0.22% 43 +21,600 13.67% Q4 2025 Feb 10, 2026
Squarepoint Ops LLC History Added to 174,201 7,323 0.01% 0.0% 44 +117,937 209.61% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 167,757 7,052 0.01% 0.01% 45 +36,167 27.48% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 163,784 6,885 0.0% 0.0% 46 +42,763 35.34% Q4 2025 Feb 13, 2026
Numerai GP LLC History Reduced 160,509 6,747 0.81% 1.13% 47 -10,380 -6.07% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 157,156 6,606 0.01% 0.01% 48 +15,527 10.96% Q4 2025 Feb 06, 2026
Douglas Lane & Associates, LLC History New 140,882 5,922 0.08% 49 +140,882 New Q4 2025 Jan 22, 2026
Alberta Investment Management Corp History New 137,900 5,797 0.03% 50 +137,900 New Q4 2025 Feb 19, 2026
Swiss National Bank History Added to 134,829 5,668 0.0% 0.0% 51 +44,629 49.48% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 134,402 5,650 0.0% 0.01% 52 -758,448 -84.95% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 128,346 5,395 0.0% 0.0% 53 +51,818 67.71% Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History Reduced 113,727 4,781 0.0% 0.01% 54 -123,644 -52.09% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 112,811 4,742 0.0% 0.0% 55 +75,647 203.55% Q4 2025 Feb 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 111,671 4,730 0.0% 0.01% 56 -11,623 -9.43% Q4 2025 Jan 08, 2026
PDT Partners, LLC History Added to 107,982 4,539 0.29% 0.16% 57 +52,965 96.27% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 99,590 4,186 0.0% 0.01% 58 -223 -0.22% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History New 98,627 4,146 0.0% 59 +98,627 New Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 97,400 4,094 0.0% 0.0% 60 +78,057 403.54% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 95,524 4,015 0.0% 0.0% 61 -115,234 -54.68% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 91,482 3,845 0.0% 0.0% 62 +37,825 70.49% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 90,508 3,804 0.0% 0.0% 63 +22,001 32.11% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 86,828 3,650 0.01% 0.01% 64 +7,105 8.91% Q4 2025 Jan 30, 2026
EARNEST PARTNERS LLC History New 86,389 3,631 0.02% 65 +86,389 New Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 78,294 3,291 0.0% 0.0% 66 +20,218 34.81% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 76,127 3,200 0.0% 0.0% 67 +75,889 31886.13% Q4 2025 Feb 05, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 72,984 3,068 0.23% 68 +72,984 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 69,830 2,936 0.0% 0.0% 69 +26,914 62.71% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Added to 65,571 2,755 0.0% 0.0% 70 +27,457 72.04% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 64,629 2,717 0.0% 0.0% 71 +21,112 48.51% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 62,898 2,644 0.09% 0.06% 72 +12,469 24.73% Q4 2025 Feb 10, 2026
Magnetar Financial LLC History New 62,445 2,625 0.03% 73 +62,445 New Q4 2025 Feb 17, 2026
SAPIENT CAPITAL LLC History No change 60,125 2,551 0.04% 0.04% 74 0 0.0% Q4 2025 Feb 05, 2026
Front Street Capital Management, Inc. History New 60,450 2,541 0.36% 75 +60,450 New Q4 2025 Feb 18, 2026
HRT FINANCIAL LP History Reduced 59,921 2,519 0.01% 0.02% 76 -66,514 -52.61% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 58,196 2,446 0.0% 0.0% 77 +35,851 160.44% Q4 2025 Feb 10, 2026
Creative Planning History Added to 56,833 2,389 0.0% 0.0% 78 +37,979 201.44% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 55,351 2,326 0.03% 0.02% 79 +23,726 75.02% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 54,291 2,282 0.0% 0.01% 80 -100,822 -65.0% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 53,286 2,240 0.0% 0.0% 81 +16,792 46.01% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 52,645 2,213 0.0% 0.0% 82 +14,247 37.1% Q4 2025 Feb 05, 2026
NORGES BANK History New 51,508 2,165 0.0% 83 +51,508 New Q4 2025 Feb 10, 2026
State of Alaska, Department of Revenue History Added to 49,426 2,077 0.02% 0.01% 84 +23,874 93.43% Q4 2025 Jan 23, 2026
Campbell & CO Investment Adviser LLC History Added to 43,710 1,837 0.09% 0.04% 85 +31,022 244.5% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 43,081 1,811 0.01% 0.02% 86 -15,087 -25.94% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 42,621 1,792 0.0% 0.0% 87 +26,683 167.42% Q4 2025 Jan 09, 2026
MACKENZIE FINANCIAL CORP History Added to 41,827 1,771 0.0% 0.0% 88 +11,395 37.44% Q4 2025 Feb 18, 2026
ROYCE & ASSOCIATES LP History Added to 40,809 1,715 0.02% 0.01% 89 +14,408 54.57% Q4 2025 Feb 09, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 40,740 1,712 0.04% 0.06% 90 -13,718 -25.19% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 38,919 1,636 0.0% 0.0% 91 +2,097 5.69% Q4 2025 Feb 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 37,896 1,593 0.0% 0.01% 92 -10,397 -21.53% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Added to 37,843 1,590 0.0% 0.0% 93 +17,336 84.54% Q4 2025 Jan 30, 2026
Brevan Howard Capital Management LP History Added to 37,497 1,576 0.02% 0.01% 94 +9,293 32.95% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Added to 36,477 1,533 0.01% 0.01% 95 +10,127 38.43% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 35,524 1,493 0.02% 96 +35,524 New Q4 2025 Feb 17, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 35,006 1,471 0.08% 0.09% 97 +280 0.81% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 34,357 1,444 0.03% 0.07% 99 -24,156 -41.28% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Added to 34,210 1,444 0.0% 0.0% 98 +22,476 191.55% Q4 2025 Mar 20, 2026
Jain Global LLC History New 34,265 1,440 0.01% 100 +34,265 New Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History New 32,982 1,386 0.01% 101 +32,982 New Q4 2025 Feb 17, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 32,457 1,364 0.02% 0.02% 102 -93 -0.29% Q4 2025 Feb 13, 2026
MidWestOne Financial Group, Inc. History No change 32,214 1,354 0.15% 0.18% 103 0 0.0% Q4 2025 Feb 12, 2026
GRACE & WHITE INC /NY History Reduced 31,855 1,339 0.24% 0.26% 104 -1 -0.0% Q4 2025 Jan 26, 2026
JANUS HENDERSON GROUP PLC History Added to 31,801 1,336 0.0% 0.0% 105 +11,227 54.57% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 31,500 1,324 0.02% 0.02% 106 +10,400 49.29% Q4 2025 Jan 16, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 31,435 1,321 0.0% 0.0% 107 +5,355 20.53% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 29,604 1,244 0.0% 0.0% 108 +8,545 40.58% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 28,560 1,200 0.04% 0.05% 109 +8 0.03% Q4 2025 Feb 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 25,708 1,080 0.0% 0.0% 110 +14,081 121.11% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 25,500 1,072 0.0% 111 +25,500 New Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 25,229 1,060 0.0% 0.0% 112 +11,365 81.97% Q4 2025 Jan 27, 2026
RBF Capital, LLC History New 24,920 1,047 0.05% 113 +24,920 New Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 24,466 1,028 0.0% 0.0% 114 +157 0.65% Q4 2025 Jan 15, 2026
Illinois Municipal Retirement Fund History Reduced 24,071 1,011 0.01% 0.01% 115 -259 -1.06% Q4 2025 Feb 11, 2026
CITIGROUP INC History Added to 24,038 1,010 0.0% 0.0% 116 +6,456 36.72% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 23,946 1,006 0.0% 117 +23,946 New Q4 2025 Feb 12, 2026
GREENLEAF TRUST History New 23,462 986 0.01% 118 +23,462 New Q4 2025 Jan 21, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 22,806 958 0.0% 0.01% 119 -23,349 -50.59% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Added to 22,313 938 0.0% 0.0% 120 +8,302 59.25% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 22,153 931 0.0% 0.0% 121 -19,192 -46.42% Q4 2025 Feb 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 21,650 910 0.01% 0.01% 122 -5,950 -21.56% Q4 2025 Feb 04, 2026
Quantinno Capital Management LP History Added to 21,533 905 0.0% 0.0% 123 +13,022 153.0% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 21,418 900 0.02% 0.02% 124 +4,019 23.1% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 21,387 899 0.0% 125 +21,387 New Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Reduced 21,360 897 0.0% 0.01% 126 -45,689 -68.14% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 21,301 895 0.0% 0.0% 127 +5,125 31.68% Q4 2025 Feb 12, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 20,797 874 0.07% 0.05% 128 +6,478 45.24% Q4 2025 Jan 20, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 18,644 867 0.01% 0.01% 129 +4,386 30.76% Q4 2025 Jan 21, 2026
AMALGAMATED BANK History Added to 19,937 838 0.01% 0.0% 130 +6,904 52.97% Q4 2025 Feb 05, 2026
Jefferies Financial Group Inc. History New 19,900 836 0.0% 131 +19,900 New Q4 2025 Feb 09, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 19,753 830 0.02% 0.03% 132 -14,318 -42.02% Q4 2025 Jan 23, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 19,708 828 0.01% 0.0% 133 +19,686 89481.82% Q4 2025 Feb 11, 2026
Arizona State Retirement System History Added to 19,322 812 0.0% 0.0% 134 +5,546 40.26% Q4 2025 Jan 28, 2026
Dynamic Technology Lab Private Ltd History New 18,941 797 0.18% 135 +18,941 New Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 17,063 717 0.01% 0.0% 136 +4,642 37.37% Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 17,048 716 0.0% 0.0% 137 +5,374 46.03% Q4 2025 Feb 10, 2026
Handelsbanken Fonder AB History Added to 16,716 703 0.0% 0.0% 138 +5,790 52.99% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 16,714 703 0.0% 0.0% 139 +5,512 49.21% Q4 2025 Jan 26, 2026
LPL Financial LLC History Added to 16,565 696 0.0% 0.0% 140 +731 4.62% Q4 2025 Feb 11, 2026
Entropy Technologies, LP History Added to 15,935 669 0.04% 0.05% 141 +1,508 10.45% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 15,800 664 0.0% 142 +15,800 New Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 15,711 660 0.01% 0.01% 143 +5,400 52.37% Q4 2025 Feb 04, 2026
BNP Paribas Asset Management Holding S.A. History Added to 15,285 643 0.0% 0.0% 144 +14,558 2002.48% Q4 2025 Feb 13, 2026
Gallacher Capital Management LLC History Reduced 15,282 642 0.25% 0.33% 145 -2,800 -15.49% Q4 2025 Feb 03, 2026
COMERICA BANK History Added to 15,155 637 0.0% 0.0% 146 +2,316 18.04% Q4 2025 Jan 29, 2026
WEALTHSPAN PARTNERS, LLC History No change 15,059 633 0.23% 0.27% 147 0 0.0% Q4 2025 Jan 27, 2026
Man Group plc History Reduced 14,933 627 0.0% 0.01% 148 -111,647 -88.2% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 14,644 615 0.0% 0.0% 149 +4,444 43.57% Q4 2025 Jan 28, 2026
EntryPoint Capital, LLC History No change 14,486 608 0.24% 0.26% 150 0 0.0% Q4 2025 Feb 12, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 14,025 589 0.02% 0.03% 151 -2,336 -14.28% Q4 2025 Jan 14, 2026
Orion Porfolio Solutions, LLC History Reduced 13,522 568 0.0% 0.01% 152 -436 -3.12% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 13,455 565 0.0% 0.0% 153 +271 2.06% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Reduced 13,298 559 0.0% 0.02% 154 -99,811 -88.24% Q4 2025 Feb 13, 2026
XPONANCE LLC History Added to 12,919 543 0.0% 0.0% 155 +1,263 10.84% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 12,674 532 0.0% 0.0% 156 +1,369 12.11% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 11,514 529 0.0% 0.0% 157 0 0.0% Q4 2025 Jan 28, 2026
EQUITABLE TRUST CO History Added to 12,089 508 0.02% 0.02% 158 +4,569 60.76% Q4 2025 Feb 02, 2026
State of Tennessee, Department of Treasury History Reduced 10,475 500 0.0% 0.0% 159 -8,696 -45.36% Q4 2025 Feb 18, 2026
QUADRANT CAPITAL GROUP LLC History Added to 11,867 498 0.02% 0.02% 160 +39 0.33% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 11,515 484 0.0% 0.0% 161 +10,515 1051.5% Q4 2025 Feb 18, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 11,374 478 0.0% 0.0% 162 -729 -6.02% Q4 2025 Jan 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 11,232 472 0.01% 0.01% 163 +3,582 46.82% Q4 2025 Jan 27, 2026
AlphaQuest LLC History Reduced 11,185 470 0.03% 0.22% 164 -61,459 -84.6% Q4 2025 Feb 09, 2026
Inspire Investing, LLC History Added to 11,116 467 0.04% 0.04% 165 +1,435 14.82% Q4 2025 Feb 17, 2026
Watershed Asset Management, L.L.C. History New 10,736 451 0.42% 166 +10,736 New Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 10,401 437 0.01% 0.0% 167 +5,585 115.97% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 10,073 423 0.0% 0.0% 168 +1,060 11.76% Q4 2025 Feb 06, 2026
Maryland State Retirement & Pension System History Added to 10,031 421 0.01% 0.01% 169 +3,441 52.22% Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History New 9,757 410 0.02% 170 +9,757 New Q4 2025 Feb 09, 2026
Vestcor Inc History Added to 9,647 406 0.01% 0.01% 171 +4,003 70.92% Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Added to 8,518 392 0.0% 0.0% 172 +228 2.75% Q4 2025 Feb 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 9,286 390 0.0% 0.0% 173 -8,760 -48.54% Q4 2025 Jan 28, 2026
XTX Topco Ltd History Reduced 9,247 388 0.01% 0.04% 175 -7,918 -46.13% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 9,245 388 0.0% 0.0% 174 -190 -2.01% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 9,152 385 0.0% 0.0% 176 +2,760 43.18% Q4 2025 Feb 05, 2026
Pictet Asset Management Holding SA History Added to 9,165 385 0.0% 0.0% 177 +2,045 28.72% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Reduced 8,887 373 0.0% 0.0% 178 -574 -6.07% Q4 2025 Jan 30, 2026
Valeo Financial Advisors, LLC History Reduced 8,889 373 0.01% 0.01% 179 -541 -5.74% Q4 2025 Feb 04, 2026
Amundi History Reduced 8,810 370 0.0% 0.0% 180 -33 -0.37% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History New 8,689 365 0.0% 181 +8,689 New Q4 2025 Jan 29, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Reduced 8,665 364 0.08% 0.15% 182 -11,678 -57.41% Q4 2025 Feb 13, 2026
Truvestments Capital LLC History Reduced 8,646 363 0.07% 0.07% 183 -3 -0.03% Q4 2025 Feb 13, 2026
PROFUND ADVISORS LLC History New 8,321 349 0.01% 184 +8,321 New Q4 2025 Feb 06, 2026
Beacon Capital Management, LLC History Added to 8,028 337 0.05% 0.05% 185 +65 0.82% Q4 2025 Feb 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History New 7,927 333 0.05% 186 +7,927 New Q4 2025 Feb 03, 2026
Crossmark Global Holdings, Inc. History Added to 7,885 331 0.0% 0.0% 188 +1,354 20.73% Q4 2025 Feb 03, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 7,870 331 0.02% 0.02% 187 0 0.0% Q4 2025 Feb 03, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 7,870 330 0.0% 0.0% 189 +2,735 53.26% Q4 2025 Feb 10, 2026
Vident Advisory, LLC History Reduced 7,668 322 0.0% 0.01% 190 -4,893 -38.95% Q4 2025 Feb 18, 2026
Walleye Capital LLC History New 7,520 316 0.0% 191 +7,520 New Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 6,904 290 0.0% 192 +6,904 New Q4 2025 Feb 04, 2026
Private Advisor Group, LLC History Added to 6,737 283 0.0% 0.0% 193 +30 0.45% Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 6,716 282 0.01% 0.01% 194 -36 -0.53% Q4 2025 Jan 21, 2026
CIBC Asset Management Inc History New 6,535 274 0.0% 195 +6,535 New Q4 2025 Feb 10, 2026
Abacus Wealth Partners, LLC History New 6,397 268 0.03% 196 +6,397 New Q4 2025 Feb 05, 2026
LAZARD ASSET MANAGEMENT LLC History New 6,343 266 0.0% 197 +6,343 New Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 6,080 255 0.0% 0.0% 198 +343 5.98% Q4 2025 Feb 02, 2026
Vanguard Personalized Indexing Management, LLC History New 5,736 241 0.0% 199 +5,736 New Q4 2025 Feb 13, 2026
denkapparat Operations GmbH History No change 5,626 236 0.13% 0.17% 200 0 0.0% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,586 235 0.0% 0.0% 201 0 0.0% Q4 2025 Feb 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 5,585 234 0.0% 0.0% 202 0 0.0% Q4 2025 Jan 28, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History New 5,480 230 0.0% 203 +5,480 New Q4 2025 Feb 12, 2026
Ethic Inc. History New 5,427 228 0.0% 205 +5,427 New Q4 2025 Feb 03, 2026
Janney Montgomery Scott LLC History Reduced 5,423 228 0.0% 0.0% 204 -3,172 -36.91% Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History Added to 5,322 223 0.01% 0.01% 206 +1,535 40.53% Q4 2025 Feb 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 4,980 209 0.0% 0.01% 207 -85,693 -94.51% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 4,937 207 0.0% 208 +4,937 New Q4 2025 Feb 18, 2026
Corient Private Wealth LLC History New 4,872 204 0.0% 209 +4,872 New Q4 2025 Mar 09, 2026
Ensign Peak Advisors, Inc History Reduced 4,746 199 0.0% 0.0% 210 -6,050 -56.04% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 4,333 182 0.0% 211 +4,333 New Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History Added to 3,846 161 0.04% 0.03% 212 +2,936 322.64% Q4 2025 Mar 03, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 2,956 124 0.01% 0.02% 213 -3,405 -53.53% Q4 2025 Feb 11, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,867 120 0.0% 0.0% 214 +422 17.26% Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History No change 2,786 117 0.0% 0.0% 215 0 0.0% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 2,603 109 0.0% 216 +2,603 New Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Added to 2,517 105 0.0% 0.0% 217 +842 50.27% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 2,337 101 0.0% 0.0% 218 +1,726 282.49% Q4 2025 Jan 26, 2026
Sterling Capital Management LLC History Added to 2,356 99 0.0% 0.0% 219 +969 69.86% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 2,168 91 0.0% 0.0% 220 +944 77.12% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History New 2,017 84 0.0% 221 +2,017 New Q4 2025 Feb 13, 2026
KBC Group NV History No change 1,763 74 0.0% 0.0% 222 0 0.0% Q4 2025 Jan 26, 2026
Clearstead Advisors, LLC History Added to 1,545 64 0.0% 0.0% 223 +1,039 205.34% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History Added to 1,533 64 0.0% 0.0% 224 +269 21.28% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,420 59 0.0% 0.0% 225 +9 0.64% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 1,223 51 0.0% 0.0% 226 +458 59.87% Q4 2025 Jan 05, 2026
HUNTINGTON NATIONAL BANK History Added to 1,147 48 0.0% 0.0% 227 +519 82.64% Q4 2025 Feb 09, 2026
MAI Capital Management History Added to 1,155 48 0.0% 0.0% 228 +424 58.0% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History New 940 39 0.0% 229 +940 New Q4 2025 Feb 06, 2026
FEDERATED HERMES, INC. History No change 921 38 0.0% 0.0% 230 0 0.0% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Added to 871 36 0.0% 0.0% 231 +610 233.72% Q4 2025 Jan 20, 2026
Versant Capital Management, Inc History Reduced 815 34 0.0% 0.01% 232 -295 -26.58% Q4 2025 Jan 08, 2026
JFS WEALTH ADVISORS, LLC History Added to 747 31 0.0% 233 +736 6690.91% Q4 2025 Jan 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 693 29 0.0% 0.01% 234 -12,392 -94.7% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History New 710 29 0.0% 235 +710 New Q4 2025 Feb 13, 2026
Kemnay Advisory Services Inc. History New 599 25 0.0% 236 +599 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 618 25 0.0% 0.0% 237 +573 1273.33% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History Added to 578 24 0.0% 0.0% 238 +85 17.24% Q4 2025 Jan 27, 2026
GROUP ONE TRADING LLC History New 569 23 0.0% 239 +569 New Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 536 22 0.0% 0.0% 240 +123 29.78% Q4 2025 Feb 06, 2026
EASTERN BANK History No change 500 21 0.0% 0.0% 241 0 0.0% Q4 2025 Jan 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 482 20 0.0% 0.0% 242 -4 -0.82% Q4 2025 Feb 03, 2026
Investors Research Corp History New 438 18 0.0% 244 +438 New Q4 2025 Jan 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 450 18 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 426 17 0.0% 0.0% 245 +3 0.71% Q4 2025 Feb 10, 2026
Salomon & Ludwin, LLC History Reduced 395 16 0.0% 0.0% 246 -2 -0.5% Q4 2025 Jan 28, 2026
Farther Finance Advisors, LLC History Reduced 327 13 0.0% 0.0% 248 -421 -56.28% Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History Added to 328 13 0.0% 0.0% 249 +16 5.13% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 331 13 0.0% 0.0% 247 +8 2.48% Q4 2025 Mar 16, 2026
Steigerwald, Gordon & Koch Inc. History New 296 12 0.0% 250 +296 New Q4 2025 Jan 23, 2026
High Note Wealth, LLC History Reduced 299 12 0.0% 0.0% 251 -78 -20.69% Q4 2025 Feb 05, 2026
Aster Capital Management (DIFC) Ltd History New 283 11 0.0% 253 +283 New Q4 2025 Feb 17, 2026
Torren Management, LLC History New 282 11 0.01% 254 +282 New Q4 2025 Jan 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 274 11 0.0% 252 +274 New Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Added to 241 10 0.0% 0.0% 255 +197 447.73% Q4 2025 Feb 11, 2026
SIMPLEX TRADING, LLC History Reduced 223 9 0.0% 0.0% 256 -5,749 -96.27% Q4 2025 Feb 11, 2026
Acumen Wealth Advisors, LLC History New 237 9 0.0% 257 +237 New Q4 2025 Feb 13, 2026
WealthCollab, LLC History Reduced 237 9 0.0% 0.01% 258 -20 -7.78% Q4 2025 Jan 27, 2026
DANSKE BANK A/S History Reduced 200 8 0.0% 0.0% 259 -19,412 -98.98% Q4 2025 Feb 02, 2026
Triumph Capital Management History New 200 8 0.0% 260 +200 New Q4 2025 Feb 12, 2026
Optiver Holding B.V. History Reduced 204 8 0.0% 0.0% 261 -27 -11.69% Q4 2025 Feb 17, 2026
Dogwood Wealth Management LLC History New 172 7 0.0% 263 +172 New Q4 2025 Feb 04, 2026
UMB Bank, n.a. History Added to 176 7 0.0% 0.0% 262 +92 109.52% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Reduced 139 5 0.0% 0.0% 266 -1,344 -90.63% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 120 5 0.0% 0.0% 265 +52 76.47% Q4 2025 Feb 12, 2026
MassMutual Private Wealth & Trust, FSB History No change 124 5 0.0% 0.0% 264 0 0.0% Q4 2025 Jan 07, 2026
Sound Income Strategies, LLC History New 65 3 0.0% 269 +65 New Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 79 3 0.0% 0.0% 268 -55 -41.04% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 67 3 0.0% 0.0% 271 -53 -44.17% Q4 2025 Feb 19, 2026
Root Financial Partners, LLC History Reduced 73 3 0.0% 0.0% 272 -19 -20.65% Q4 2025 Feb 10, 2026
Bell Investment Advisors, Inc History Reduced 77 3 0.0% 0.0% 270 -12 -13.48% Q4 2025 Feb 24, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 80 3 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 71 2 0.0% 0.0% 273 +31 77.5% Q4 2025 Feb 10, 2026
Covestor Ltd History Reduced 12 1 0.0% 0.0% 275 -174 -93.55% Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History New 47 1 0.0% 276 +47 New Q4 2025 Jan 29, 2026
Elyxium Wealth, LLC History New 46 1 0.0% 278 +46 New Q4 2025 Feb 05, 2026
Sankala Group LLC History New 32 1 0.0% 279 +32 New Q4 2025 Mar 02, 2026
ASSETMARK, INC History Added to 37 1 0.0% 0.0% 274 +9 32.14% Q4 2025 Jan 23, 2026
Quarry LP History Added to 46 1 0.0% 0.0% 277 +6 15.0% Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.05% -720,000 -100.0% Q3 2025 Nov 14, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -104,012 -100.0% Q3 2025 Nov 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.12% -68,559 -100.0% Q3 2025 Nov 17, 2025
Jump Financial, LLC History Closed out 0 0 0.03% -56,194 -100.0% Q3 2025 Nov 13, 2025
State of New Jersey Common Pension Fund D History Closed out 0 0 0.01% -48,932 -100.0% Q3 2025 Nov 07, 2025
ALPINE ASSOCIATES MANAGEMENT INC. History Closed out 0 0 0.11% -39,100 -100.0% Q3 2025 Nov 06, 2025
Elo Mutual Pension Insurance Co History Closed out 0 0 0.03% -38,383 -100.0% Q3 2025 Nov 12, 2025
Quantessence Capital LLC History Closed out 0 0 0.5% -33,491 -100.0% Q3 2025 Nov 14, 2025
GLOBEFLEX CAPITAL L P History Closed out 0 0 0.22% -29,847 -100.0% Q3 2025 Nov 12, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -27,031 -100.0% Q3 2025 Nov 14, 2025
Integrated Quantitative Investments LLC History Closed out 0 0 0.33% -24,474 -100.0% Q3 2025 Nov 12, 2025
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.01% -24,185 -100.0% Q3 2025 Nov 10, 2025
Quadrature Capital Ltd History Closed out 0 0 0.01% -20,899 -100.0% Q3 2025 Nov 13, 2025
Gotham Asset Management, LLC History Closed out 0 0 0.0% -10,070 -100.0% Q3 2025 Nov 14, 2025
AdvisorShares Investments LLC History Closed out 0 0 0.07% -9,085 -100.0% Q3 2025 Nov 05, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -7,314 -100.0% Q3 2025 Oct 22, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.01% -6,323 -100.0% Q3 2025 Nov 17, 2025
Aristides Capital LLC History Closed out 0 0 0.04% -6,233 -100.0% Q3 2025 Nov 13, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.06% -6,085 -100.0% Q3 2025 Nov 14, 2025
Diversified Trust Co History Closed out 0 0 0.01% -6,009 -100.0% Q3 2025 Oct 20, 2025
waypoint wealth counsel History Closed out 0 0 0.11% -5,949 -100.0% Q3 2025 Oct 20, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.03% -5,110 -100.0% Q3 2025 Nov 14, 2025
INCEPTIONR LLC History Closed out 0 0 0.06% -4,959 -100.0% Q3 2025 Nov 13, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -4,501 -100.0% Q3 2025 Nov 14, 2025
Neuberger Berman Group LLC History Closed out 0 0 0.0% -4,419 -100.0% Q3 2025 Nov 12, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.03% -4,398 -100.0% Q3 2025 Nov 14, 2025
Savant Capital, LLC History Closed out 0 0 0.0% -4,365 -100.0% Q3 2025 Mar 04, 2026
Avantax Planning Partners, Inc. History Closed out 0 0 0.01% -4,337 -100.0% Q3 2025 Oct 31, 2025
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Closed out 0 0 0.01% -4,337 -100.0% Q3 2025 Oct 28, 2025
State of Wyoming History Closed out 0 0 0.02% -3,802 -100.0% Q3 2025 Nov 04, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 0.01% -3,368 -100.0% Q3 2025 Nov 14, 2025
VIRTUS ADVISERS, LLC History Closed out 0 0 0.07% -2,583 -100.0% Q3 2025 Feb 13, 2026
Main Street Group, LTD History Closed out 0 0 0.0% -130 -100.0% Q3 2025 Nov 07, 2025
COUNTRY TRUST BANK History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 28, 2025
Neo Ivy Capital Management History Closed out 0 0 0.0% -48 -100.0% Q3 2025 Nov 12, 2025
Gen-Wealth Partners Inc History New 23 0 +23 New Q4 2025 Feb 13, 2026
Turning Point Benefit Group, Inc. History Added to 17 0 +14 466.67% Q4 2025 Jan 30, 2026
TOMPKINS FINANCIAL CORP History New 12 0 +12 New Q4 2025 Jan 08, 2026
True Wealth Design, LLC History Added to 17 0 +11 183.33% Q4 2025 Jan 08, 2026
Ankerstar Wealth, LLC History New 7 0 +7 New Q4 2025 Feb 12, 2026
Trium Capital LLP History New 5 0 +5 New Q4 2025 Jan 22, 2026
Bare Financial Services, Inc History Added to 16 0 +5 45.45% Q4 2025 Feb 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 5 0 +5 New Q4 2025 Feb 11, 2026
JPL Wealth Management, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 14, 2025
Bay Harbor Wealth Management, LLC History Reduced 2 0 -3 -60.0% Q4 2025 Feb 02, 2026
Bruce G. Allen Investments, LLC History Added to 16 0 +3 23.08% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History Added to 10 0 +3 42.86% Q4 2025 Feb 12, 2026
Tidemark, LLC History New 2 0 +2 New Q4 2025 Feb 10, 2026
PenderFund Capital Management Ltd. History New 1 0 +1 New Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Added to 4 0 +1 33.33% Q4 2025 Feb 03, 2026
SJS Investment Consulting Inc. History Reduced 1 0 -1 -50.0% Q4 2025 Jan 21, 2026
Fortitude Family Office, LLC History Reduced 3 0 -1 -25.0% Q4 2025 Jan 15, 2026
Rialto Wealth Management, LLC History Added to 3 0 +1 50.0% Q4 2025 Jan 12, 2026
HFM Investment Advisors, LLC History Reduced 1 0 -1 -50.0% Q4 2025 Feb 05, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q4 2025 Feb 09, 2026
Reflection Asset Management History New 1 0 +1 New Q4 2025 Mar 02, 2026
Cloud Capital Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 03, 2025
Manchester Capital Management LLC History No change 4 0 0 0.0% Q4 2025 Feb 11, 2026
Abound Wealth Management History No change 4 0 0 0.0% Q4 2025 Jan 12, 2026
WPG Advisers, LLC History No change 13 0 0 0.0% Q4 2025 Jan 28, 2026