HERC HOLDINGS INC - HRI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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
Invesco Ltd. History Reduced 3,920,872 581,778 0.09% 0.08% 1 -202,565 -4.91% Q4 2025 Feb 19, 2026
FMR LLC History Added to 3,665,603 543,902 0.03% 0.01% 2 +1,314,599 55.92% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 3,260,134 483,738 0.01% 0.01% 3 -30,046 -0.91% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 2,546,883 377,906 0.01% 0.01% 4 +21,353 0.85% Q4 2025 Feb 12, 2026
NORGES BANK History New 1,936,036 287,269 0.03% 5 +1,936,036 New Q4 2025 Feb 10, 2026
Coliseum Capital Management, LLC History Reduced 1,588,648 235,723 19.31% 21.7% 6 -316,523 -16.61% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,180,854 175,215 0.09% 0.08% 7 -121,121 -9.3% Q4 2025 Feb 13, 2026
Capital World Investors History Reduced 1,100,954 163,359 0.02% 0.02% 8 -75,501 -6.42% Q4 2025 Feb 11, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 1,066,722 158,280 1.52% 1.25% 9 -34,492 -3.13% Q4 2025 Feb 05, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 993,833 147,479 0.03% 0.02% 10 +28,024 2.9% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Added to 770,291 114,295 0.08% 0.07% 11 +18,036 2.4% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 741,765 110,063 0.0% 0.0% 12 -12,590 -1.67% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 735,239 109,110 0.01% 0.01% 13 -2,961 -0.4% Q4 2025 Feb 09, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 666,149 98,843 0.15% 14 +666,149 New Q4 2025 Feb 17, 2026
Channing Capital Management, LLC History Added to 613,567 91,041 2.34% 1.88% 15 +1,015 0.17% Q4 2025 Feb 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 595,037 88,291 0.86% 1.0% 16 -348,685 -36.95% Q4 2025 Jan 15, 2026
Fisher Asset Management, LLC History Reduced 586,924 87,087 0.03% 0.02% 17 -1,472 -0.25% Q4 2025 Feb 09, 2026
Freestone Grove Partners LP History Added to 573,149 85,043 0.61% 0.07% 18 +498,511 667.91% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 527,559 78,279 0.02% 0.01% 19 +235,231 80.47% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 495,270 73,488 0.5% 20 +495,270 New Q4 2025 Feb 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 456,639 67,756 0.01% 0.01% 21 +11,656 2.62% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 425,582 63,147 0.01% 0.0% 22 +320,649 305.57% Q4 2025 Mar 25, 2026
MORGAN STANLEY History Reduced 409,639 60,782 0.0% 0.0% 23 -13,504 -3.19% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 409,404 60,747 0.01% 0.01% 24 +35,133 9.39% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Reduced 407,078 60,402 0.01% 0.01% 25 -11,811 -2.82% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 337,943 50,145 0.06% 0.07% 26 +107,054 46.37% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 304,991 45,254 0.04% 0.0% 27 +299,050 5033.66% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 274,227 40,689 0.01% 0.0% 28 -28,386 -9.38% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 250,580 37,182 0.06% 0.05% 29 +5,758 2.35% Q4 2025 Feb 17, 2026
Ceredex Value Advisors LLC History Added to 218,125 32,365 0.97% 0.27% 30 +120,125 122.58% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 212,093 31,470 0.01% 0.0% 31 +69,628 48.87% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 189,925 28,181 0.0% 0.0% 32 +86,282 83.25% Q4 2025 Jan 29, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 175,066 25,976 0.01% 0.01% 33 +11,653 7.13% Q4 2025 Jan 22, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 162,150 24,059 0.03% 0.02% 34 +175 0.11% Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 158,520 23,521 0.06% 0.06% 35 -8,260 -4.95% Q4 2025 Feb 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 124,421 18,461 0.13% 36 +124,421 New Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Added to 116,860 17,339 0.02% 0.01% 37 +30,050 34.62% Q4 2025 Feb 12, 2026
Allspring Global Investments Holdings, LLC History Added to 102,851 15,669 0.03% 0.02% 38 +22,367 27.79% Q4 2025 Jan 15, 2026
WELLS FARGO & COMPANY/MN History Added to 99,194 14,718 0.0% 0.0% 39 +24,408 32.64% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 97,093 14,406 0.0% 0.0% 40 -6,893 -6.63% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 94,965 14,090 0.0% 0.0% 41 -27,413 -22.4% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 92,158 13,674 0.01% 0.05% 42 -328,354 -78.08% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 87,792 13,026 0.0% 0.0% 43 -215,853 -71.09% Q4 2025 Feb 17, 2026
Capital International Investors History No change 85,681 12,713 0.0% 0.0% 44 0 0.0% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 82,568 12,251 0.0% 0.0% 45 +1,762 2.18% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 75,829 11,252 0.02% 0.02% 46 -39,679 -34.35% Q4 2025 Feb 10, 2026
Pier Capital, LLC History Added to 69,196 10,267 1.64% 1.04% 47 +12,114 21.22% Q4 2025 Feb 03, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 67,654 10,038 0.22% 0.19% 48 +138 0.2% Q4 2025 Jan 27, 2026
Motley Fool Wealth Management, LLC History Reduced 66,185 9,820 0.76% 0.61% 49 -10,839 -14.07% Q4 2025 Feb 11, 2026
Swiss National Bank History Added to 62,357 9,252 0.01% 0.0% 50 +1,200 1.96% Q4 2025 Feb 12, 2026
Future Fund LLC History New 13,000 8,714 2.76% 51 +13,000 New Q4 2025 Feb 10, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 58,432 8,670 0.0% 0.0% 52 +474 0.82% Q4 2025 Feb 12, 2026
JENNISON ASSOCIATES LLC History New 55,864 8,289 0.0% 53 +55,864 New Q4 2025 Jan 30, 2026
BARCLAYS PLC History Reduced 53,556 7,946 0.0% 0.0% 54 -57,764 -51.89% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 52,847 7,841 0.0% 0.0% 55 -4,129 -7.25% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 51,588 7,654 0.01% 0.0% 56 +24,099 87.67% Q4 2025 Feb 17, 2026
Phocas Financial Corp. History Added to 49,869 7,399 0.96% 0.67% 57 +5,779 13.11% Q4 2025 Jan 26, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 49,715 7,376 0.02% 0.02% 58 +2,570 5.45% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 49,530 7,349 0.0% 0.01% 59 -97,629 -66.34% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 47,192 7,002 0.0% 0.0% 60 +2,090 4.63% Q4 2025 Feb 13, 2026
CASTLEARK MANAGEMENT LLC History New 45,600 6,766 0.2% 61 +45,600 New Q4 2025 Feb 13, 2026
Advisors Asset Management, Inc. History Added to 43,627 6,473 0.11% 0.08% 62 +2,946 7.24% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 43,399 6,439 0.01% 0.0% 63 -6,961 -13.82% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 42,800 6,350 0.01% 0.0% 64 +31,826 290.01% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 42,491 6,304 0.04% 0.03% 65 +4,717 12.49% Q4 2025 Jan 29, 2026
Schonfeld Strategic Advisors LLC History New 41,600 6,172 0.03% 66 +41,600 New Q4 2025 Feb 17, 2026
Lisanti Capital Growth, LLC History New 39,060 5,795 1.37% 67 +39,060 New Q4 2025 Feb 09, 2026
NOMURA HOLDINGS INC History New 38,000 5,638 0.01% 68 +38,000 New Q4 2025 Feb 17, 2026
Soviero Asset Management, LP History New 38,000 5,638 2.7% 69 +38,000 New Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 36,683 5,443 0.0% 0.0% 70 -1,743 -4.54% Q4 2025 Feb 09, 2026
NEOS Investment Management LLC History Added to 32,596 4,836 0.03% 0.02% 71 +12,413 61.5% Q4 2025 Feb 17, 2026
TEMA ETFS LLC History Added to 32,596 4,836 0.38% 0.2% 72 +12,413 61.5% Q4 2025 Jan 16, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 32,028 4,752 0.0% 0.02% 73 -468,630 -93.6% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 30,724 4,558 0.02% 0.01% 74 +19,517 174.15% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 30,302 4,496 0.0% 0.0% 75 +431 1.44% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 29,677 4,404 0.0% 0.0% 76 +889 3.09% Q4 2025 Feb 17, 2026
Boston Partners History Added to 28,347 4,206 0.0% 0.0% 77 +9,276 48.64% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 27,255 4,044 0.0% 0.0% 78 -5,958 -17.94% Q4 2025 Feb 11, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 26,789 3,974 0.05% 0.04% 79 -1,004 -3.61% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 25,841 3,834 0.0% 0.0% 80 -1,045 -3.89% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History New 25,300 3,754 0.0% 81 +25,300 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 24,800 3,679 0.0% 0.0% 82 -48,960 -66.38% Q4 2025 Feb 12, 2026
Walleye Trading LLC History Reduced 22,777 3,379 0.0% 0.01% 83 -6,498 -22.2% Q4 2025 Feb 13, 2026
Seven Six Capital Management, LLC History Reduced 22,775 3,379 3.4% 2.75% 84 -1,100 -4.61% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 22,693 3,367 0.05% 0.02% 85 +10,730 89.69% Q4 2025 Feb 13, 2026
Calamos Advisors LLC History New 22,340 3,314 0.01% 86 +22,340 New Q4 2025 Jan 29, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 22,121 3,282 0.09% 0.07% 87 +400 1.84% Q4 2025 Jan 12, 2026
SEI INVESTMENTS CO History Added to 20,827 3,090 0.0% 0.0% 88 +14,628 235.97% Q4 2025 Feb 13, 2026
Ellsworth Advisors, LLC History Added to 19,347 3,072 0.61% 0.49% 89 +1,250 6.91% Q4 2025 Jan 16, 2026
T. Rowe Price Investment Management, Inc. History Reduced 20,359 3,021 0.0% 0.0% 90 -44,811 -68.76% Q4 2025 Feb 19, 2026
Motley Fool Asset Management LLC History Reduced 20,280 3,009 0.12% 0.1% 91 -1,324 -6.13% Q4 2025 Feb 11, 2026
MetLife Investment Management, LLC History Reduced 18,099 2,685 0.01% 0.01% 92 -954 -5.01% Q4 2025 Feb 12, 2026
State of New Jersey Common Pension Fund D History Reduced 17,834 2,646 0.01% 0.01% 93 -110 -0.61% Q4 2025 Jan 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 17,309 2,568 0.0% 0.0% 94 -3,750 -17.81% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 16,871 2,504 0.0% 95 +16,871 New Q4 2025 Feb 17, 2026
Creative Planning History Added to 15,660 2,323 0.0% 0.0% 96 +7,261 86.45% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 15,444 2,291 0.0% 97 +15,444 New Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 15,326 2,274 0.0% 0.0% 98 +4,343 39.54% Q4 2025 Jan 28, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History New 14,140 2,098 0.04% 99 +14,140 New Q4 2025 Jan 14, 2026
JANUS HENDERSON GROUP PLC History No change 13,499 2,005 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 17, 2026
Holocene Advisors, LP History Added to 13,444 1,994 0.0% 0.0% 101 +5,338 65.85% Q4 2025 Feb 17, 2026
Evelyn Partners Investment Management LLP History Reduced 13,271 1,969 0.05% 0.05% 102 -794 -5.65% Q4 2025 Feb 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 13,170 1,954 0.02% 0.01% 103 -1,100 -7.71% Q4 2025 Feb 02, 2026
One Capital Management, LLC History New 13,000 1,928 0.06% 104 +13,000 New Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 12,639 1,875 0.0% 0.0% 105 -77 -0.61% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 12,435 1,845 0.0% 0.0% 106 -4,202 -25.26% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 12,205 1,810 0.0% 0.0% 107 +3,043 33.21% Q4 2025 Feb 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 11,214 1,663 0.01% 0.01% 108 -1,194 -9.62% Q4 2025 Feb 10, 2026
Legato Capital Management LLC History New 10,750 1,595 0.14% 109 +10,750 New Q4 2025 Feb 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 10,385 1,540 0.0% 0.0% 110 +601 6.14% Q4 2025 Jan 27, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History New 10,104 1,499 0.1% 111 +10,104 New Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Reduced 9,998 1,483 0.01% 0.01% 112 -1,644 -14.12% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 9,505 1,410 0.0% 0.0% 113 -13,954 -59.48% Q4 2025 Feb 12, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 8,932 1,325 0.01% 0.01% 114 -123 -1.36% Q4 2025 Feb 13, 2026
OSTRUM ASSET MANAGEMENT History Reduced 8,845 1,312 0.06% 0.07% 116 -4,625 -34.34% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 8,844 1,312 0.01% 0.01% 115 -493 -5.28% Q4 2025 Jan 28, 2026
WHITEBOX ADVISORS LLC History New 8,330 1,236 0.02% 117 +8,330 New Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 8,101 1,202 0.03% 118 +8,101 New Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Added to 7,850 1,165 0.0% 0.0% 119 +300 3.97% Q4 2025 Feb 06, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 7,864 1,160 0.16% 0.19% 120 -3,813 -32.65% Q4 2025 Jan 21, 2026
Pathstone Holdings, LLC History New 7,793 1,156 0.0% 121 +7,793 New Q4 2025 Feb 13, 2026
Central Pacific Bank - Trust Division History No change 7,700 1,142 0.14% 0.11% 122 0 0.0% Q4 2025 Jan 07, 2026
Quantinno Capital Management LP History Added to 7,542 1,119 0.0% 0.0% 123 +5,536 275.97% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 7,310 1,084 0.0% 0.0% 124 +10 0.14% Q4 2025 Mar 09, 2026
HARRIS ASSOCIATES L P History Reduced 7,105 1,054 0.0% 0.0% 125 -170 -2.34% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 6,723 997 0.0% 0.0% 127 +200 3.07% Q4 2025 Jan 28, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 6,725 997 0.0% 0.0% 126 +58 0.87% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Reduced 7,610 993 0.0% 0.0% 128 -395 -4.93% Q4 2025 Feb 10, 2026
ARGENT CAPITAL MANAGEMENT LLC History Reduced 6,598 979 0.03% 0.02% 129 -451 -6.4% Q4 2025 Jan 05, 2026
Cetera Investment Advisers History Reduced 6,561 973 0.0% 0.0% 130 -53 -0.8% Q4 2025 Feb 17, 2026
GARDNER RUSSO & QUINN LLC History No change 6,450 957 0.01% 0.01% 131 0 0.0% Q4 2025 Feb 12, 2026
Versor Investments LP History New 6,300 934 0.15% 132 +6,300 New Q4 2025 Feb 04, 2026
Blue Zone Wealth Advisors, LLC History Reduced 6,250 927 0.18% 0.15% 133 -65 -1.03% Q4 2025 Jan 21, 2026
ProShare Advisors LLC History Added to 5,977 886 0.0% 0.0% 134 +385 6.88% Q4 2025 Feb 06, 2026
Walleye Capital LLC History Reduced 5,801 860 0.0% 0.03% 136 -72,430 -92.58% Q4 2025 Feb 13, 2026
Welch Group, LLC History No change 5,800 860 0.03% 0.03% 135 0 0.0% Q4 2025 Jan 26, 2026
Empowered Funds, LLC History Added to 5,527 820 0.01% 0.0% 137 +1,775 47.31% Q4 2025 Feb 18, 2026
SG Americas Securities, LLC History Reduced 5,476 813 0.0% 0.0% 138 -2,897 -34.6% Q4 2025 Jan 09, 2026
Laurion Capital Management LP History New 5,457 809 0.03% 139 +5,457 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 5,381 798 0.0% 0.0% 140 +850 18.76% Q4 2025 Feb 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 5,351 797 0.01% 0.01% 141 -1,105 -17.12% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 5,347 793 0.0% 0.0% 142 -860 -13.86% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 5,776 793 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 5,310 787 0.0% 0.0% 144 +1,615 43.71% Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History Added to 5,269 781 0.04% 0.05% 145 +570 12.13% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 5,227 775 0.0% 0.0% 146 -91 -1.71% Q4 2025 Feb 18, 2026
A&I FINANCIAL SERVICES, LLC History Added to 5,179 768 0.36% 0.28% 147 +384 8.01% Q4 2025 Jan 28, 2026
US BANCORP \DE\ History Added to 4,822 715 0.0% 0.0% 148 +1,425 41.95% Q4 2025 Jan 30, 2026
FOX RUN MANAGEMENT, L.L.C. History New 4,717 699 0.11% 149 +4,717 New Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Added to 4,641 688 0.0% 0.0% 150 +379 8.89% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History New 4,605 683 0.0% 151 +4,605 New Q4 2025 Feb 11, 2026
Cornerstone Investment Partners, LLC History Added to 4,312 639 0.02% 0.02% 152 +2 0.05% Q4 2025 Jan 29, 2026
ExodusPoint Capital Management, LP History New 4,186 621 0.0% 153 +4,186 New Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 4,111 609 0.03% 0.04% 154 -5,892 -58.9% Q4 2025 Feb 17, 2026
Yorktown Management & Research Co Inc History Added to 4,000 593 0.47% 0.32% 155 +600 17.65% Q4 2025 Jan 23, 2026
CANADA LIFE ASSURANCE Co History Reduced 3,817 567 0.0% 0.0% 156 -12,034 -75.92% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 3,821 566 0.01% 0.0% 157 +42 1.11% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,707 550 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 13, 2026
RBF Capital, LLC History No change 3,574 530 0.02% 0.02% 159 0 0.0% Q4 2025 Feb 17, 2026
Amundi History New 3,569 529 0.0% 160 +3,569 New Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 3,540 525 0.0% 0.0% 161 +2,560 261.22% Q4 2025 Jan 29, 2026
Brooklyn Investment Group History New 3,381 523 0.02% 162 +3,381 New Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 3,518 522 0.0% 0.0% 163 +235 7.16% Q4 2025 Jan 29, 2026
Savant Capital, LLC History Reduced 3,411 506 0.0% 0.0% 164 -2,641 -43.64% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Reduced 3,374 500 0.0% 0.0% 165 -30 -0.88% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Added to 3,256 483 0.0% 0.0% 166 +1,065 48.61% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 3,215 477 0.0% 0.0% 167 +15 0.47% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 3,185 473 0.0% 0.0% 168 -392 -10.96% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 3,137 465 0.0% 0.0% 169 +35 1.13% Q4 2025 Feb 11, 2026
F/m Investments LLC History Reduced 2,964 439 0.02% 0.01% 170 -59 -1.95% Q4 2025 Feb 03, 2026
Gotham Asset Management, LLC History Reduced 2,932 435 0.0% 0.0% 171 -129 -4.21% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 2,800 415 0.0% 0.0% 172 -11,677 -80.66% Q4 2025 Feb 13, 2026
Summit Global Investments History Reduced 2,759 409 0.02% 0.02% 173 -205 -6.92% Q4 2025 Feb 18, 2026
Wealthspire Advisors, LLC History Added to 2,717 403 0.0% 0.0% 174 +75 2.84% Q4 2025 Feb 13, 2026
XPONANCE LLC History Added to 2,691 399 0.0% 0.0% 175 +25 0.94% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Reduced 2,654 393 0.01% 0.01% 176 -78 -2.86% Q4 2025 Feb 11, 2026
STRS OHIO History Added to 2,500 370 0.0% 0.0% 177 +900 56.25% Q4 2025 Feb 02, 2026
Jacobi Capital Management LLC History Reduced 2,458 364 0.02% 0.02% 178 -108 -4.21% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History Reduced 2,422 359 0.01% 0.02% 179 -2,378 -49.54% Q4 2025 Feb 17, 2026
Abacus Wealth Partners, LLC History New 2,370 351 0.03% 180 +2,370 New Q4 2025 Feb 05, 2026
DAVENPORT & Co LLC History Reduced 2,355 349 0.0% 0.0% 181 -850 -26.52% Q4 2025 Jan 12, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 2,352 348 0.08% 182 +2,352 New Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 2,282 338 0.0% 0.0% 183 +326 16.67% Q4 2025 Feb 05, 2026
FIDUCIARY FINANCIAL GROUP, LLC History New 2,272 337 0.05% 184 +2,272 New Q4 2025 Jan 12, 2026
Blueshift Asset Management, LLC History Added to 2,222 329 0.09% 0.07% 185 +165 8.02% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,215 328 0.0% 0.0% 186 0 0.0% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,184 324 0.0% 0.0% 187 +11 0.51% Q4 2025 Jan 15, 2026
Dynamic Technology Lab Private Ltd History New 2,180 323 0.07% 188 +2,180 New Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 2,163 320 0.0% 189 +2,163 New Q4 2025 Feb 12, 2026
Midwest Financial Group LLC History Added to 2,153 319 0.14% 0.12% 190 +75 3.61% Q4 2025 Jan 20, 2026
MACKENZIE FINANCIAL CORP History Reduced 2,078 316 0.0% 0.0% 191 -1 -0.05% Q4 2025 Feb 18, 2026
WHITTIER TRUST CO History No change 1,878 308 0.0% 0.0% 192 0 0.0% Q4 2025 Jan 26, 2026
Avidian Wealth Enterprises, LLC History Reduced 2,055 304 0.01% 0.01% 193 -35 -1.67% Q4 2025 Feb 02, 2026
State of Alaska, Department of Revenue History Added to 2,028 300 0.0% 0.0% 194 +29 1.45% Q4 2025 Jan 23, 2026
PRUDENTIAL FINANCIAL INC History Reduced 2,019 299 0.0% 0.0% 195 -2,109 -51.09% Q4 2025 Feb 13, 2026
Qsemble Capital Management, LP History Reduced 1,976 293 0.02% 0.02% 196 -45 -2.23% Q4 2025 Feb 05, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,931 286 0.0% 0.0% 197 -572 -22.85% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,919 285 0.0% 0.0% 198 +64 3.45% Q4 2025 Feb 05, 2026
Ensign Peak Advisors, Inc History Reduced 1,841 273 0.0% 0.0% 200 -4,000 -68.48% Q4 2025 Feb 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 1,837 273 0.02% 199 +1,837 New Q4 2025 Feb 03, 2026
Abel Hall, LLC History New 1,719 255 0.06% 201 +1,719 New Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History New 1,710 253 0.01% 202 +1,710 New Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Reduced 1,704 252 0.0% 0.0% 203 -58 -3.29% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History New 1,692 251 0.01% 204 +1,692 New Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,608 238 0.0% 0.0% 205 +72 4.69% Q4 2025 Feb 10, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 1,600 237 0.0% 206 +1,600 New Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History New 1,576 233 0.01% 207 +1,576 New Q4 2025 Feb 17, 2026
Bridgefront Capital, LLC History New 1,563 231 0.06% 208 +1,563 New Q4 2025 Feb 13, 2026
VISTA FINANCE, LLC History New 1,531 227 0.15% 209 +1,531 New Q4 2025 Jan 27, 2026
PharVision Advisers, LLC History New 1,524 226 0.11% 211 +1,524 New Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 1,431 226 0.0% 0.0% 210 0 0.0% Q4 2025 Jan 28, 2026
CAPTRUST FINANCIAL ADVISORS History New 1,503 222 0.0% 213 +1,503 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History New 1,500 222 0.0% 212 +1,500 New Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 1,460 216 0.0% 214 +1,460 New Q4 2025 Feb 04, 2026
McIlrath & Eck, LLC History No change 1,434 212 0.02% 0.02% 215 0 0.0% Q4 2025 Feb 03, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,425 211 0.01% 0.0% 216 0 0.0% Q4 2025 Jan 07, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History New 1,400 207 0.03% 217 +1,400 New Q4 2025 Feb 17, 2026
DV EQUITIES, LLC History New 1,400 207 0.04% 218 +1,400 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History New 1,390 206 0.0% 219 +1,390 New Q4 2025 Mar 20, 2026
Verity Asset Management, Inc. History New 1,374 203 0.09% 220 +1,374 New Q4 2025 Jan 30, 2026
FourThought Financial Partners, LLC History New 1,372 203 0.02% 221 +1,372 New Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Added to 1,274 189 0.0% 0.0% 222 +150 13.35% Q4 2025 Feb 17, 2026
SUMMIT SECURITIES GROUP LLC History New 1,205 178 0.02% 223 +1,205 New Q4 2025 Feb 17, 2026
KBC Group NV History Added to 1,152 171 0.0% 0.0% 224 +292 33.95% Q4 2025 Jan 26, 2026
AMALGAMATED BANK History Added to 1,027 152 0.0% 0.0% 225 +53 5.44% Q4 2025 Feb 05, 2026
CITIGROUP INC History Reduced 967 143 0.0% 0.0% 226 -4,185 -81.23% Q4 2025 Feb 13, 2026
Eurizon Capital SGR S.p.A. History New 902 137 0.0% 227 +902 New Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History New 842 124 0.01% 228 +842 New Q4 2025 Feb 13, 2026
CX Institutional History Added to 736 109 0.0% 0.0% 229 +3 0.41% Q4 2025 Feb 02, 2026
Kestra Advisory Services, LLC History New 719 106 0.0% 230 +719 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 648 96 0.0% 0.0% 231 -13 -1.97% Q4 2025 Mar 16, 2026
CWM, LLC History Added to 617 92 0.0% 0.0% 232 +129 26.43% Q4 2025 Jan 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 574 85 0.0% 0.0% 233 +184 47.18% Q4 2025 Feb 06, 2026
Gleason Group, Inc. History Added to 526 78 0.01% 0.01% 234 +2 0.38% Q4 2025 Jan 15, 2026
State of Wyoming History Added to 509 75 0.01% 0.01% 235 +127 33.25% Q4 2025 Feb 11, 2026
Arax Advisory Partners History Added to 503 74 0.0% 0.0% 237 +32 6.79% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 503 74 0.0% 0.0% 236 +27 5.67% Q4 2025 Feb 17, 2026
Truvestments Capital LLC History No change 494 73 0.01% 0.01% 238 0 0.0% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 484 71 0.0% 0.0% 239 +170 54.14% Q4 2025 Jan 05, 2026
KELLEHER FINANCIAL ADVISORS History No change 460 68 0.02% 0.01% 240 0 0.0% Q4 2025 Jan 20, 2026
NewEdge Advisors, LLC History No change 430 63 0.0% 0.0% 241 0 0.0% Q4 2025 Feb 18, 2026
DANSKE BANK A/S History Reduced 400 59 0.0% 0.0% 243 -5,254 -92.93% Q4 2025 Feb 02, 2026
BOKF, NA History Reduced 404 59 0.0% 0.0% 242 -40 -9.01% Q4 2025 Feb 03, 2026
DV Trading LLC History New 371 55 0.0% 244 +371 New Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 364 54 0.0% 0.0% 245 -74 -16.89% Q4 2025 Feb 09, 2026
Covestor Ltd History Added to 358 53 0.03% 0.01% 246 +157 78.11% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Added to 332 50 0.0% 0.0% 247 +111 50.23% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 312 46 0.0% 0.0% 248 -10 -3.11% Q4 2025 Feb 17, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 270 40 0.01% 0.0% 249 0 0.0% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 257 38 0.0% 0.0% 250 0 0.0% Q4 2025 Feb 10, 2026
Evelyn Partners Investment Management Services Ltd History No change 255 37 0.0% 0.0% 251 0 0.0% Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 244 36 0.0% 0.0% 252 -4 -1.61% Q4 2025 Jan 20, 2026
Quantbot Technologies LP History Reduced 223 33 0.0% 0.06% 253 -18,175 -98.79% Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History Added to 207 30 0.0% 0.0% 254 +1 0.49% Q4 2025 Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 168 25 0.0% 0.0% 255 +130 342.11% Q4 2025 Feb 09, 2026
EQUITEC PROPRIETARY MARKETS, LLC History Reduced 160 23 0.01% 0.26% 256 -9,840 -98.4% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 158 23 0.0% 0.0% 257 -4 -2.47% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History Added to 151 22 0.0% 0.0% 258 +28 22.76% Q4 2025 Jan 27, 2026
Community Bank, N.A. History No change 144 21 0.0% 0.0% 259 0 0.0% Q4 2025 Feb 04, 2026
AdvisorNet Financial, Inc History New 128 18 0.0% 260 +128 New Q4 2025 Jan 20, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 116 17 0.0% 0.0% 261 -22 -15.94% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History No change 108 16 0.0% 0.0% 262 0 0.0% Q4 2025 Jan 20, 2026
Kemnay Advisory Services Inc. History New 105 15 0.0% 263 +105 New Q4 2025 Feb 17, 2026
Quarry LP History New 105 15 0.0% 264 +105 New Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 102 15 0.0% 0.0% 265 -5 -4.67% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History Reduced 94 13 0.0% 0.0% 266 -82 -46.59% Q4 2025 Feb 06, 2026
Orion Capital Management LLC History No change 89 13 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Added to 78 11 0.0% 268 +71 1014.29% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 70 10 0.0% 269 +70 New Q4 2025 Feb 03, 2026
Cape Investment Advisory, Inc. History New 70 10 0.0% 271 +70 New Q4 2025 Feb 17, 2026
Strengthening Families & Communities, LLC History New 68 10 0.0% 270 +68 New Q4 2025 Feb 03, 2026
Godfrey Financial Associates, Inc. History New 64 9 0.01% 273 +64 New Q4 2025 Feb 10, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History New 62 9 0.0% 272 +62 New Q4 2025 Jan 28, 2026
Clearstead Advisors, LLC History No change 55 8 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History Added to 53 7 0.0% 0.0% 276 +24 82.76% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 51 7 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Reduced 43 6 0.0% 0.0% 278 -64 -59.81% Q4 2025 Jan 20, 2026
Optiver Holding B.V. History Reduced 41 6 0.0% 0.0% 279 -28 -40.58% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 44 6 0.0% 0.0% 277 +11 33.33% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History No change 42 6 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 10, 2026
Physician Wealth Advisors, Inc. History Added to 37 5 0.0% 0.0% 281 +1 2.78% Q4 2025 Jan 29, 2026
Torren Management, LLC History New 32 4 0.0% 285 +32 New Q4 2025 Jan 30, 2026
JFS WEALTH ADVISORS, LLC History Added to 30 4 0.0% 0.0% 282 +6 25.0% Q4 2025 Jan 14, 2026
ORG Partners LLC History No change 32 4 0.0% 0.0% 283 0 0.0% Q4 2025 Jan 14, 2026
Pandora Wealth, Inc. History No change 29 4 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 04, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 21 3 0.0% 0.0% 288 +6 40.0% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History No change 24 3 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 05, 2026
BFSG, LLC History No change 22 3 0.0% 0.0% 287 0 0.0% Q4 2025 Jan 22, 2026
Allworth Financial LP History New 20 2 0.0% 291 +20 New Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History New 17 2 0.0% 289 +17 New Q4 2025 Feb 12, 2026
Bayforest Capital Ltd History New 14 2 0.0% 294 +14 New Q4 2025 Jan 27, 2026
Kilter Group LLC History Added to 14 2 0.0% 295 +12 600.0% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 18 2 0.0% 290 +11 157.14% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History No change 11 2 0.0% 0.0% 292 0 0.0% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History No change 15 2 0.0% 0.0% 293 0 0.0% Q4 2025 Feb 13, 2026
Byrne Asset Management LLC History Reduced 500 1 0.0% 0.0% 300 -100 -16.67% Q4 2025 Jan 12, 2026
SBI Securities Co., Ltd. History Reduced 8 1 0.0% 0.0% 299 -23 -74.19% Q4 2025 Feb 03, 2026
Keating Financial Advisory Services, Inc. History New 13 1 0.0% 302 +13 New Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Reduced 12 1 0.0% 0.0% 297 -7 -36.84% Q4 2025 Feb 12, 2026
Fortitude Family Office, LLC History Reduced 10 1 0.0% 0.0% 301 -2 -16.67% Q4 2025 Jan 15, 2026
ASSETMARK, INC History No change 12 1 0.0% 0.0% 296 0 0.0% Q4 2025 Jan 23, 2026
Avion Wealth History No change 13 1 0.0% 0.0% 298 0 0.0% Q4 2025 Jan 23, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.08% -591,223 -100.0% Q3 2025 Nov 13, 2025
Caption Management, LLC History Closed out 0 0 0.03% -32,849 -100.0% Q3 2025 Nov 14, 2025
Covalis Capital LLP History Closed out 0 0 0.38% -28,036 -100.0% Q3 2025 Nov 14, 2025
Intrinsic Edge Capital Management LLC History Closed out 0 0 0.33% -20,000 -100.0% Q3 2025 Nov 12, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.05% -10,054 -100.0% Q3 2025 Nov 14, 2025
CM Management, LLC History Closed out 0 0 0.73% -7,500 -100.0% Q3 2025 Nov 13, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.02% -6,659 -100.0% Q3 2025 Nov 12, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.01% -5,410 -100.0% Q3 2025 Nov 14, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -4,485 -100.0% Q3 2025 Oct 22, 2025
Vontobel Holding Ltd. History Closed out 0 0 0.0% -4,314 -100.0% Q3 2025 Oct 15, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -4,246 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -4,129 -100.0% Q3 2025 Oct 30, 2025
Ilex Capital Partners (UK) LLP History Closed out 0 0 0.02% -4,122 -100.0% Q3 2025 Nov 14, 2025
SHUFRO ROSE & CO LLC History Closed out 0 0 0.04% -3,800 -100.0% Q3 2025 Nov 12, 2025
HARVEY CAPITAL MANAGEMENT INC History Closed out 0 0 0.09% -3,800 -100.0% Q3 2025 Oct 31, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -3,315 -100.0% Q3 2025 Nov 13, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -3,108 -100.0% Q3 2025 Nov 14, 2025
ARMISTICE CAPITAL, LLC History Closed out 0 0 0.0% -2,837 -100.0% Q3 2025 Nov 17, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -2,772 -100.0% Q3 2025 Nov 14, 2025
Headlands Technologies LLC History Closed out 0 0 0.03% -2,759 -100.0% Q3 2025 Nov 12, 2025
Jump Financial, LLC History Closed out 0 0 0.0% -2,731 -100.0% Q3 2025 Nov 13, 2025
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Closed out 0 0 0.03% -2,319 -100.0% Q3 2025 Nov 14, 2025
Whalen Wealth Management Inc. History Closed out 0 0 0.14% -2,112 -100.0% Q3 2025 Oct 09, 2025
Shay Capital LLC History Closed out 0 0 0.02% -2,000 -100.0% Q3 2025 Nov 14, 2025
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -1,333 -100.0% Q3 2025 Nov 12, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -962 -100.0% Q3 2025 Nov 12, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.03% -345 -100.0% Q3 2025 Nov 19, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -301 -100.0% Q3 2025 Nov 18, 2025
Aster Capital Management (DIFC) Ltd History Reduced 2 0 0.02% -260 -99.24% Q4 2025 Feb 17, 2026
Rise Advisors, LLC History Closed out 0 0 0.0% -78 -100.0% Q3 2025 Oct 08, 2025
HARBOUR INVESTMENTS, INC. History Closed out 0 0 0.0% -44 -100.0% Q3 2025 Nov 12, 2025
Washington Trust Advisors, Inc. History Closed out 0 0 0.0% -40 -100.0% Q3 2025 Nov 10, 2025
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Closed out 0 0 0.0% -27 -100.0% Q3 2025 Nov 12, 2025
Clayton Financial Group LLC History Closed out 0 0 0.0% -19 -100.0% Q3 2025 Oct 15, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -11 -100.0% Q3 2025 Nov 14, 2025
Sunbelt Securities, Inc. History Closed out 0 0 0.0% -9 -100.0% Q3 2025 Nov 19, 2025
Versant Capital Management, Inc History New 5 0 +5 New Q4 2025 Jan 08, 2026
Commonwealth Retirement Investments LLC History New 5 0 +5 New Q4 2025 Feb 11, 2026
Advocate Investing Services LLC History New 4 0 +4 New Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Closed out 0 0 -4 -100.0% Q3 2025 Nov 07, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Oct 16, 2025
Manchester Capital Management LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Closed out 0 0 -1 -100.0% Q3 2025 Feb 06, 2026
True Wealth Design, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 21, 2025
Cloud Capital Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 03, 2025
Bell Investment Advisors, Inc History No change 4 0 0 0.0% Q4 2025 Feb 24, 2026
SJS Investment Consulting Inc. History No change 4 0 0 0.0% Q4 2025 Jan 21, 2026
DiNuzzo Private Wealth, Inc. History No change 11 0 0 0.0% Q4 2025 Jan 16, 2026
WealthCollab, LLC History No change 3 0 0 0.0% Q4 2025 Jan 27, 2026
Hughes Financial Services, LLC History No change 6 0 0 0.0% Q4 2025 Feb 11, 2026
Rialto Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Jan 12, 2026
HFM Investment Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 05, 2026