Huron Consulting Group Inc. - HURN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 1,679,238 290,357 0.0% 0.0% 1 -98,183 -5.52% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 1,323,984 228,930 0.0% 0.0% 2 +27,355 2.11% Q4 2025 Feb 12, 2026
Boston Partners History Reduced 836,048 145,138 0.15% 0.13% 3 -51,997 -5.86% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 781,289 135,092 0.03% 0.03% 4 -12,650 -1.59% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 779,120 134,717 0.01% 0.01% 5 +79,757 11.4% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 629,186 108,795 0.02% 0.02% 6 -12,704 -1.98% Q4 2025 Feb 12, 2026
FMR LLC History Added to 620,179 107,235 0.01% 0.0% 7 +142,397 29.8% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 610,592 105,577 0.03% 0.02% 8 -3,656 -0.6% Q4 2025 Feb 11, 2026
JENNISON ASSOCIATES LLC History Added to 587,755 101,628 0.06% 0.05% 9 +6,810 1.17% Q4 2025 Jan 30, 2026
FIDUCIARY MANAGEMENT INC /WI/ History New 524,325 90,661 1.0% 10 +524,325 New Q4 2025 Feb 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 476,863 82,454 0.04% 0.02% 11 +162,706 51.79% Q4 2025 Feb 02, 2026
UBS Group AG History Added to 422,719 73,092 0.01% 0.0% 12 +308,770 270.97% Q4 2025 Jan 29, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 418,795 72,414 0.11% 13 +418,795 New Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 412,844 71,394 0.0% 0.0% 14 +232 0.06% Q4 2025 Feb 09, 2026
STATE STREET CORP History Reduced 395,733 68,426 0.0% 0.0% 15 -8,495 -2.1% Q4 2025 Feb 13, 2026
BloombergSen Inc. History Reduced 343,141 59,332 4.33% 3.32% 16 -22,026 -6.03% Q4 2025 Feb 06, 2026
Aristotle Capital Boston, LLC History Reduced 290,263 50,189 2.76% 2.78% 17 -77,488 -21.07% Q4 2025 Feb 17, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History Added to 284,856 49,254 4.07% 3.33% 18 +7,380 2.66% Q4 2025 Feb 11, 2026
LOOMIS SAYLES & CO L P History Reduced 281,925 48,747 0.06% 0.05% 19 -13,171 -4.46% Q4 2025 Feb 12, 2026
Sunriver Management LLC History Reduced 279,089 48,257 5.06% 7.21% 20 -172,896 -38.25% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 250,690 43,346 0.0% 0.0% 21 +18,129 7.8% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 247,393 42,776 0.01% 0.01% 22 +26,933 12.22% Q4 2025 Feb 19, 2026
Ophir Asset Management Pty Ltd History Reduced 244,302 42,242 4.74% 5.46% 23 -57,118 -18.95% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 223,010 38,560 0.02% 0.02% 24 -3,100 -1.37% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 208,780 36,100 0.0% 0.0% 25 -16,669 -7.39% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 208,612 36,072 0.0% 0.0% 26 -11,391 -5.18% Q4 2025 Feb 17, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 194,388 33,611 0.09% 0.08% 27 -20,340 -9.47% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 183,027 31,647 0.0% 0.0% 28 -5,140 -2.73% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 182,609 31,575 0.01% 29 +182,609 New Q4 2025 Feb 17, 2026
Leeward Investments, LLC - MA History Reduced 168,312 29,102 1.47% 1.29% 30 -3,114 -1.82% Q4 2025 Feb 05, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 156,791 27,110 0.0% 0.0% 31 -18,562 -10.59% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Added to 151,150 26,135 0.1% 0.05% 32 +66,900 79.41% Q4 2025 Feb 13, 2026
SG Capital Management LLC History Reduced 125,593 21,716 2.09% 3.28% 33 -124,896 -49.86% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 118,341 20,462 0.03% 0.02% 34 +36,769 45.08% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 113,680 19,656 0.0% 0.0% 35 +572 0.51% Q4 2025 Mar 25, 2026
Rockefeller Capital Management L.P. History Reduced 107,944 18,664 0.03% 0.06% 36 -85,309 -44.14% Q4 2025 Mar 16, 2026
SEI INVESTMENTS CO History Reduced 106,717 18,452 0.02% 0.02% 37 -3,749 -3.39% Q4 2025 Feb 13, 2026
Capital International Investors History Added to 98,443 17,021 0.0% 0.0% 38 +89,193 964.25% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History Reduced 96,879 16,751 0.02% 0.02% 39 -33,118 -25.48% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 87,673 15,159 0.0% 0.0% 40 +5,438 6.61% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History New 84,857 14,802 0.0% 41 +84,857 New Q4 2025 Feb 18, 2026
Clark Capital Management Group, Inc. History Added to 84,416 14,596 0.09% 0.07% 42 +9,852 13.21% Q4 2025 Feb 17, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 73,103 12,640 0.09% 0.07% 43 -775 -1.05% Q4 2025 Jan 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 72,266 12,496 0.02% 0.02% 44 -6,994 -8.82% Q4 2025 Feb 05, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 67,567 11,795 0.01% 0.01% 45 -9,594 -12.43% Q4 2025 Jan 08, 2026
JANUS HENDERSON GROUP PLC History Added to 65,682 11,355 0.01% 0.0% 46 +57,352 688.5% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 64,978 11,235 0.0% 0.0% 47 +56,512 667.52% Q4 2025 Feb 12, 2026
AXIOM INVESTORS LLC /DE History New 64,804 11,205 0.1% 48 +64,804 New Q4 2025 Feb 11, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 64,541 11,159 0.04% 0.06% 49 -36,259 -35.97% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 61,851 10,694 0.0% 0.0% 50 -2,512 -3.9% Q4 2025 Feb 10, 2026
RENAISSANCE GROUP LLC History Reduced 60,388 10,441 0.42% 0.39% 51 -9,634 -13.76% Q4 2025 Feb 11, 2026
Ninety One UK Ltd History Added to 59,689 10,320 0.02% 0.02% 52 +2,943 5.19% Q4 2025 Jan 27, 2026
Asset Management One Co., Ltd. History Reduced 57,386 10,291 0.03% 0.03% 53 -1,754 -2.97% Q4 2025 Jan 27, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 58,465 10,109 0.0% 0.0% 54 -6,768 -10.38% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Added to 54,950 9,501 0.03% 0.02% 55 +553 1.02% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 54,685 9,456 0.15% 0.04% 56 +38,685 241.78% Q4 2025 Feb 17, 2026
LORD, ABBETT & CO. LLC History Reduced 52,193 9,025 0.03% 0.02% 57 -31 -0.06% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 51,311 8,872 0.02% 0.01% 58 +14,646 39.95% Q4 2025 Feb 17, 2026
Intrinsic Edge Capital Management LLC History Reduced 49,777 8,606 1.53% 2.14% 59 -54,742 -52.38% Q4 2025 Feb 12, 2026
Hillsdale Investment Management Inc. History Reduced 48,850 8,446 0.23% 0.22% 60 -550 -1.11% Q4 2025 Feb 10, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History New 48,660 8,413 0.36% 61 +48,660 New Q4 2025 Feb 17, 2026
Atom Investors LP History Reduced 45,619 7,887 0.63% 0.62% 62 -10,474 -18.67% Q4 2025 Feb 17, 2026
Lisanti Capital Growth, LLC History New 45,590 7,882 1.87% 63 +45,590 New Q4 2025 Feb 09, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 41,500 7,175 0.26% 0.23% 64 +1,000 2.47% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 40,525 7,007 0.0% 0.0% 65 +1,316 3.36% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 38,919 6,729 0.02% 0.01% 66 +13,146 51.01% Q4 2025 Feb 17, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 36,942 6,387 0.07% 0.06% 67 -249 -0.67% Q4 2025 Feb 10, 2026
F/m Investments LLC History Reduced 36,902 6,380 0.24% 0.21% 68 -972 -2.57% Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History Reduced 34,938 6,041 0.0% 0.0% 69 -18,063 -34.08% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 34,100 5,896 0.0% 0.0% 70 +700 2.1% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Reduced 33,439 5,781 0.0% 0.0% 71 -3,565 -9.63% Q4 2025 Feb 13, 2026
S&T BANK/PA History Reduced 33,414 5,777 1.83% 1.64% 72 -6,225 -15.7% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History No change 33,305 5,758 0.02% 0.01% 73 0 0.0% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 32,757 5,665 0.01% 0.0% 74 +32,541 15065.28% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History Reduced 31,870 5,510 0.16% 0.18% 75 -8,960 -21.94% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 30,875 5,338 0.02% 0.01% 76 -14 -0.05% Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History No change 30,548 5,282 0.04% 0.04% 77 0 0.0% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 30,142 5,211 0.0% 0.0% 78 +4,369 16.95% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 29,971 5,182 0.0% 0.0% 79 +3,656 13.89% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 29,308 5,067 0.0% 0.0% 80 +11,917 68.52% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 25,941 4,548 0.0% 81 +25,941 New Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 23,688 4,095 0.0% 0.0% 82 +3,088 14.99% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 21,956 3,796 0.0% 0.0% 83 -3,513 -13.79% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 20,872 3,608 0.03% 84 +20,872 New Q4 2025 Feb 18, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 20,812 3,598 0.0% 0.0% 85 +848 4.25% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 20,689 3,577 0.0% 0.0% 86 -1,007 -4.64% Q4 2025 Feb 09, 2026
Mariner, LLC History Added to 19,532 3,376 0.0% 0.0% 87 +1,241 6.78% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 18,636 3,222 0.0% 0.0% 88 -14,667 -44.04% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 17,896 3,094 0.0% 0.01% 89 -46,779 -72.33% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 16,865 2,937 0.0% 0.0% 90 -578 -3.31% Q4 2025 Jan 28, 2026
DEUTSCHE BANK AG\ History Reduced 16,703 2,888 0.0% 0.0% 91 -12,122 -42.05% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 16,382 2,832 0.0% 0.0% 92 -15 -0.09% Q4 2025 Feb 17, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 16,020 2,770 0.15% 0.15% 93 -2,804 -14.9% Q4 2025 Feb 17, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 15,412 2,664 0.07% 0.07% 94 -3,196 -17.18% Q4 2025 Feb 13, 2026
POLEN CAPITAL MANAGEMENT LLC History Added to 15,086 2,608 0.01% 0.0% 95 +4,788 46.49% Q4 2025 Feb 12, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 15,001 2,593 0.09% 0.03% 96 +10,638 243.82% Q4 2025 Feb 17, 2026
Creative Planning History Added to 14,895 2,575 0.0% 0.0% 97 +4,215 39.47% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 14,244 2,462 0.0% 0.0% 98 -1,092 -7.12% Q4 2025 Feb 17, 2026
OAK RIDGE INVESTMENTS LLC History New 14,068 2,432 0.15% 99 +14,068 New Q4 2025 Jan 23, 2026
LPL Financial LLC History Added to 13,589 2,349 0.0% 0.0% 100 +4,422 48.24% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Reduced 13,341 2,306 0.0% 0.0% 101 -1,116 -7.72% Q4 2025 Feb 17, 2026
TORRAY INVESTMENT PARTNERS LLC History Added to 13,016 2,250 0.32% 0.11% 102 +7,616 141.04% Q4 2025 Jan 28, 2026
CITIGROUP INC History Added to 12,952 2,239 0.0% 0.0% 103 +8,099 166.89% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 12,707 2,197 0.0% 0.0% 104 +1,869 17.24% Q4 2025 Feb 17, 2026
Legato Capital Management LLC History New 12,580 2,175 0.19% 105 +12,580 New Q4 2025 Feb 06, 2026
AEGON ASSET MANAGEMENT UK PLC History New 11,900 2,053 0.02% 106 +11,900 New Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 11,034 1,907 0.0% 0.0% 107 +6,704 154.83% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 10,945 1,892 0.0% 0.0% 108 +5,425 98.28% Q4 2025 Jan 09, 2026
Russell Investments Group, Ltd. History Added to 10,655 1,842 0.0% 0.0% 109 +8,596 417.48% Q4 2025 Feb 17, 2026
Liontrust Investment Partners LLP History New 10,401 1,798 0.03% 110 +10,401 New Q4 2025 Feb 17, 2026
Jackson Creek Investment Advisors LLC History Reduced 10,160 1,757 0.52% 0.46% 111 -567 -5.29% Q4 2025 Feb 09, 2026
MetLife Investment Management, LLC History Reduced 9,543 1,650 0.01% 0.01% 112 -485 -4.84% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History Added to 9,200 1,590 0.01% 0.01% 113 +100 1.1% Q4 2025 Jan 28, 2026
Susquehanna Portfolio Strategies, LLC History No change 8,693 1,503 0.02% 0.02% 114 0 0.0% Q4 2025 Feb 17, 2026
Suncoast Equity Management History Added to 8,603 1,487 0.15% 0.08% 115 +2,868 50.01% Q4 2025 Feb 10, 2026
BURNEY CO/ History Added to 8,375 1,448 0.05% 0.03% 116 +1,982 31.0% Q4 2025 Jan 23, 2026
Cetera Investment Advisers History Added to 8,363 1,446 0.0% 0.0% 117 +3,199 61.95% Q4 2025 Feb 17, 2026
Keeler Thomas Management LLC History Reduced 8,242 1,425 0.68% 0.49% 118 -8 -0.1% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 8,215 1,420 0.0% 119 +8,215 New Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 8,117 1,403 0.08% 0.01% 120 +6,578 427.42% Q4 2025 Feb 09, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 8,035 1,389 0.0% 0.0% 121 +5,772 255.06% Q4 2025 Jan 28, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 7,897 1,365 0.0% 0.0% 122 -25 -0.32% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History New 7,761 1,341 0.0% 123 +7,761 New Q4 2025 Feb 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 7,756 1,341 0.06% 124 +7,756 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 7,275 1,257 0.01% 0.01% 125 +516 7.63% Q4 2025 Feb 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 7,241 1,252 0.0% 0.0% 126 -363 -4.77% Q4 2025 Jan 27, 2026
MML INVESTORS SERVICES, LLC History Added to 6,929 1,198 0.0% 0.0% 127 +488 7.58% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 6,892 1,191 0.01% 0.01% 128 -88 -1.26% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 6,806 1,176 0.01% 0.01% 129 -928 -12.0% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Added to 6,713 1,160 0.0% 0.0% 130 +1,391 26.14% Q4 2025 Feb 13, 2026
Wakefield Asset Management LLLP History Added to 6,648 1,149 0.31% 0.27% 131 +22 0.33% Q4 2025 Feb 05, 2026
CenterBook Partners LP History Reduced 6,635 1,147 0.06% 0.21% 132 -22,044 -76.86% Q4 2025 Feb 11, 2026
Integrated Quantitative Investments LLC History Added to 6,512 1,125 0.24% 0.22% 133 +1,205 22.71% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Added to 6,485 1,121 0.0% 0.0% 134 +87 1.36% Q4 2025 Feb 02, 2026
Handelsbanken Fonder AB History Added to 6,400 1,107 0.0% 0.0% 135 +800 14.29% Q4 2025 Feb 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 5,683 982 0.0% 0.0% 136 -600 -9.55% Q4 2025 Feb 12, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 5,351 925 0.07% 0.05% 137 +931 21.06% Q4 2025 Jan 20, 2026
Diversified Trust Co History Reduced 5,209 900 0.02% 0.02% 139 -1,160 -18.21% Q4 2025 Jan 09, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 5,210 900 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 12, 2026
Moran Wealth Management, LLC History Added to 5,154 891 0.03% 0.02% 140 +794 18.21% Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Added to 4,945 855 0.0% 0.0% 141 +4,436 871.51% Q4 2025 Jan 30, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 4,937 853 0.02% 0.01% 142 +755 18.05% Q4 2025 Jan 23, 2026
Arizona State Retirement System History Reduced 4,753 821 0.0% 0.0% 143 -343 -6.73% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 4,709 814 0.01% 0.01% 144 -13 -0.28% Q4 2025 Feb 13, 2026
SANDLER CAPITAL MANAGEMENT History Reduced 4,677 808 0.26% 0.65% 145 -10,351 -68.88% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 4,507 779 0.0% 0.0% 146 +235 5.5% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 4,400 760 0.0% 0.0% 147 +800 22.22% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 4,364 754 0.0% 0.0% 148 -811 -15.67% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 4,138 715 0.01% 0.0% 149 +74 1.82% Q4 2025 Feb 12, 2026
Abacus Wealth Partners, LLC History New 4,110 710 0.07% 150 +4,110 New Q4 2025 Feb 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,991 706 0.0% 0.0% 151 +111 2.86% Q4 2025 Jan 08, 2026
Kestra Advisory Services, LLC History Added to 4,064 702 0.0% 0.0% 152 +169 4.34% Q4 2025 Feb 13, 2026
ZACKS INVESTMENT MANAGEMENT History New 4,027 696 0.01% 153 +4,027 New Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 3,939 681 0.0% 0.01% 154 -5,300 -57.37% Q4 2025 Feb 04, 2026
QUADRANT CAPITAL GROUP LLC History No change 3,919 677 0.02% 0.02% 155 0 0.0% Q4 2025 Feb 13, 2026
Virtu Financial LLC History New 3,895 673 0.03% 156 +3,895 New Q4 2025 Feb 23, 2026
Keebeck Wealth Management History Added to 3,751 648 0.07% 0.05% 157 +751 25.03% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Reduced 3,646 630 0.02% 0.04% 158 -5,500 -60.14% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 3,589 620 0.0% 0.0% 159 -100 -2.71% Q4 2025 Jan 30, 2026
Quantinno Capital Management LP History Added to 3,520 608 0.0% 0.0% 160 +1,548 78.5% Q4 2025 Feb 17, 2026
COOKSON PEIRCE & CO INC History New 3,494 604 0.03% 161 +3,494 New Q4 2025 Feb 11, 2026
Sendero Wealth Management, LLC History New 3,355 580 0.06% 162 +3,355 New Q4 2025 Jan 13, 2026
Pathstone Holdings, LLC History New 3,207 554 0.0% 163 +3,207 New Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Added to 3,117 538 0.0% 0.0% 164 +201 6.89% Q4 2025 Feb 06, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 3,102 536 0.02% 165 +3,102 New Q4 2025 Feb 09, 2026
State of Wyoming History Added to 3,098 535 0.06% 0.05% 166 +105 3.51% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 3,087 533 0.0% 0.0% 167 -44 -1.41% Q4 2025 Feb 12, 2026
Brevan Howard Capital Management LP History New 3,055 528 0.01% 168 +3,055 New Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 3,016 521 0.0% 0.0% 169 +66 2.24% Q4 2025 Feb 13, 2026
Dynamic Technology Lab Private Ltd History New 2,950 510 0.12% 170 +2,950 New Q4 2025 Feb 13, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 2,896 500 0.03% 0.03% 171 -135 -4.45% Q4 2025 Jan 27, 2026
Formidable Asset Management, LLC History Reduced 2,782 481 0.07% 0.07% 172 -168 -5.69% Q4 2025 Jan 16, 2026
BCS Private Wealth Management, Inc. History Reduced 2,755 476 0.16% 0.15% 173 -30 -1.08% Q4 2025 Jan 26, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 2,846 470 0.0% 0.0% 174 -7,059 -71.27% Q4 2025 Feb 11, 2026
BTC Capital Management, Inc. History Reduced 2,702 467 0.03% 0.03% 175 -491 -15.38% Q4 2025 Jan 15, 2026
Candriam S.C.A. History Reduced 2,669 461 0.0% 0.0% 176 -1,253 -31.95% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Added to 2,671 461 0.02% 0.01% 177 +30 1.14% Q4 2025 Jan 27, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 2,641 456 0.0% 0.0% 178 -4,783 -64.43% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 2,499 432 0.0% 0.0% 179 +307 14.01% Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History Added to 2,469 427 0.0% 0.0% 180 +222 9.88% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,442 422 0.0% 0.0% 181 +525 27.39% Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History Added to 2,353 406 0.03% 0.01% 182 +1,023 76.92% Q4 2025 Jan 29, 2026
Vanguard Personalized Indexing Management, LLC History Added to 2,340 404 0.0% 0.0% 183 +9 0.39% Q4 2025 Feb 13, 2026
Vestcor Inc History Reduced 2,251 389 0.01% 0.01% 184 -667 -22.86% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 2,249 388 0.0% 0.0% 185 +133 6.29% Q4 2025 Feb 05, 2026
TradeLink Capital LLC History Reduced 2,239 387 3.1% 4.79% 186 -2,301 -50.68% Q4 2025 Feb 04, 2026
RIVERSEDGE ADVISORS, LLC History Added to 2,235 386 0.06% 0.05% 187 +1 0.04% Q4 2025 Jan 07, 2026
Jain Global LLC History New 2,203 380 0.0% 188 +2,203 New Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 2,194 379 0.0% 0.0% 189 +507 30.05% Q4 2025 Feb 17, 2026
UNIQUE WEALTH, LLC History Added to 2,185 377 0.05% 0.03% 190 +580 36.14% Q4 2025 Jan 06, 2026
Global Retirement Partners, LLC History Added to 1,983 342 0.01% 0.0% 191 +1,775 853.37% Q4 2025 Feb 06, 2026
Engineers Gate Manager LP History New 1,903 329 0.0% 192 +1,903 New Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History Added to 1,890 326 0.04% 0.03% 193 +374 24.67% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,876 324 0.0% 0.0% 194 -71 -3.65% Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Added to 1,861 322 0.01% 0.01% 195 +85 4.79% Q4 2025 Feb 12, 2026
Waldron Private Wealth LLC History New 1,831 316 0.01% 196 +1,831 New Q4 2025 Jan 14, 2026
Summit Trail Advisors, LLC History New 1,804 311 0.01% 197 +1,804 New Q4 2025 Feb 17, 2026
NDVR, Inc. History Reduced 1,800 311 0.26% 0.23% 198 -109 -5.71% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 1,775 307 0.0% 0.0% 199 -6,176 -77.68% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 1,770 306 0.0% 200 +1,770 New Q4 2025 Feb 04, 2026
Farther Finance Advisors, LLC History Added to 1,718 297 0.0% 0.0% 201 +1,703 11353.33% Q4 2025 Jan 23, 2026
Ensign Peak Advisors, Inc History Reduced 1,679 290 0.0% 0.0% 203 -3,900 -69.91% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,679 290 0.0% 0.0% 202 +139 9.03% Q4 2025 Feb 17, 2026
Horizon Investment Services, LLC History New 1,622 280 0.1% 204 +1,622 New Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 1,595 276 0.0% 0.0% 205 0 0.0% Q4 2025 Jan 30, 2026
Lighthouse Investment Partners, LLC History New 1,582 273 0.01% 206 +1,582 New Q4 2025 Feb 17, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 1,574 272 0.05% 0.05% 207 -72 -4.37% Q4 2025 Jan 12, 2026
Savant Capital, LLC History New 1,534 265 0.0% 208 +1,534 New Q4 2025 Feb 10, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 1,520 262 0.0% 0.0% 209 -116 -7.09% Q4 2025 Feb 17, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 1,504 260 0.01% 0.01% 210 0 0.0% Q4 2025 Feb 11, 2026
NorthCrest Asset Manangement, LLC History Added to 1,402 253 0.01% 0.0% 211 +12 0.86% Q4 2025 Jan 08, 2026
CHASE INVESTMENT COUNSEL CORP History New 1,448 250 0.07% 212 +1,448 New Q4 2025 Feb 05, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,443 249 0.0% 0.0% 213 +54 3.89% Q4 2025 Jan 28, 2026
Sowell Financial Services LLC History New 1,436 248 0.01% 214 +1,436 New Q4 2025 Jan 21, 2026
Jefferies Financial Group Inc. History Reduced 1,429 247 0.0% 0.02% 215 -28,061 -95.15% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 1,425 246 0.01% 0.01% 216 0 0.0% Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History New 1,371 237 0.0% 217 +1,371 New Q4 2025 Feb 11, 2026
XPONANCE LLC History New 1,365 236 0.0% 218 +1,365 New Q4 2025 Feb 12, 2026
ASSETMARK, INC History Added to 1,358 234 0.0% 0.0% 219 +203 17.58% Q4 2025 Jan 23, 2026
Caprock Group, LLC History New 1,334 230 0.0% 220 +1,334 New Q4 2025 Jan 28, 2026
SAWGRASS ASSET MANAGEMENT LLC History New 1,323 228 0.03% 221 +1,323 New Q4 2025 Feb 09, 2026
Neuberger Berman Group LLC History New 1,296 224 0.0% 222 +1,296 New Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History New 1,296 224 0.0% 223 +1,296 New Q4 2025 Feb 03, 2026
Smartleaf Asset Management LLC History Added to 1,257 220 0.01% 0.0% 224 +1,234 5365.22% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 1,241 214 0.0% 0.0% 225 +787 173.35% Q4 2025 Feb 12, 2026
Snowden Capital Advisors LLC History New 1,214 209 0.01% 226 +1,214 New Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History New 1,206 208 0.01% 227 +1,206 New Q4 2025 Jan 29, 2026
Ethic Inc. History New 1,196 206 0.0% 228 +1,196 New Q4 2025 Feb 03, 2026
Abel Hall, LLC History New 1,174 202 0.05% 229 +1,174 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 1,060 183 0.0% 0.0% 230 +17 1.63% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,055 182 0.0% 0.0% 231 -39 -3.56% Q4 2025 Jan 15, 2026
COMERICA BANK History Reduced 1,008 174 0.0% 0.0% 232 -34 -3.26% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Reduced 1,004 173 0.0% 0.0% 234 -5,099 -83.55% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 1,005 173 0.0% 0.0% 233 +44 4.58% Q4 2025 Jan 23, 2026
Clearstead Advisors, LLC History Added to 822 142 0.0% 0.0% 235 +619 304.93% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History Reduced 733 126 0.01% 0.01% 236 -2 -0.27% Q4 2025 Feb 13, 2026
KBC Group NV History No change 642 111 0.0% 0.0% 237 0 0.0% Q4 2025 Jan 26, 2026
LSV ASSET MANAGEMENT History No change 600 104 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 06, 2026
AMALGAMATED BANK History Reduced 536 93 0.0% 0.0% 239 -65 -10.82% Q4 2025 Feb 05, 2026
HUNTINGTON NATIONAL BANK History Reduced 515 89 0.0% 0.0% 240 -20 -3.74% Q4 2025 Feb 09, 2026
Caitong International Asset Management Co., Ltd History Added to 480 82 0.02% 241 +478 23900.0% Q4 2025 Mar 03, 2026
CWM, LLC History Added to 464 80 0.0% 0.0% 242 +60 14.85% Q4 2025 Jan 26, 2026
Covestor Ltd History Reduced 437 76 0.04% 0.07% 243 -429 -49.54% Q4 2025 Feb 06, 2026
McIlrath & Eck, LLC History No change 312 53 0.0% 0.0% 244 0 0.0% Q4 2025 Feb 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 300 51 0.0% 0.0% 245 -13 -4.15% Q4 2025 Feb 10, 2026
MCGUIRE CAPITAL ADVISORS INC History New 292 50 0.03% 246 +292 New Q4 2025 Feb 19, 2026
SBI Securities Co., Ltd. History Reduced 244 42 0.0% 0.0% 247 -29 -10.62% Q4 2025 Feb 03, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 238 41 0.01% 0.02% 248 +43 22.05% Q4 2025 Jan 22, 2026
Kemnay Advisory Services Inc. History New 223 38 0.01% 249 +223 New Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 207 35 0.0% 0.0% 250 -145 -41.19% Q4 2025 Feb 06, 2026
STRS OHIO History New 200 34 0.0% 251 +200 New Q4 2025 Feb 02, 2026
BESSEMER GROUP INC History Reduced 180 31 0.0% 0.0% 252 -6 -3.23% Q4 2025 Feb 05, 2026
MASECO LLP History New 166 28 0.0% 254 +166 New Q4 2025 Jan 22, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 161 28 0.0% 0.0% 253 -28 -14.81% Q4 2025 Jan 26, 2026
Sunbelt Securities, Inc. History No change 155 26 0.0% 0.0% 255 0 0.0% Q4 2025 Feb 20, 2026
GAMMA Investing LLC History Added to 134 23 0.0% 0.0% 256 +69 106.15% Q4 2025 Jan 05, 2026
Versant Capital Management, Inc History Added to 120 20 0.0% 0.0% 257 +19 18.81% Q4 2025 Jan 08, 2026
Sterling Capital Management LLC History Added to 110 19 0.0% 0.0% 258 +68 161.9% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History No change 100 17 0.0% 0.0% 259 0 0.0% Q4 2025 Feb 02, 2026
PRIVATE TRUST CO NA History Added to 83 14 0.0% 0.0% 260 +67 418.75% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History New 70 12 0.0% 261 +70 New Q4 2025 Feb 12, 2026
WPG Advisers, LLC History Added to 70 12 0.01% 0.0% 262 +36 105.88% Q4 2025 Jan 28, 2026
CIBC Private Wealth Group LLC History Added to 69 11 0.0% 0.0% 263 +31 81.58% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Added to 58 10 0.0% 0.0% 264 +31 114.81% Q4 2025 Jan 20, 2026
Parallel Advisors, LLC History Added to 56 9 0.0% 0.0% 265 +3 5.66% Q4 2025 Feb 11, 2026
FIRST HORIZON CORP History No change 41 7 0.0% 0.0% 266 0 0.0% Q4 2025 Jan 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 40 7 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 09, 2026
LRI Investments, LLC History No change 45 7 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 04, 2026
Optiver Holding B.V. History Reduced 40 6 0.0% 0.0% 271 -68 -62.96% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 37 6 0.0% 0.0% 270 -24 -39.34% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 38 6 0.0% 0.0% 269 +3 8.57% Q4 2025 Feb 10, 2026
Larson Financial Group LLC History Added to 33 5 0.0% 0.0% 273 +7 26.92% Q4 2025 Feb 06, 2026
Manchester Capital Management LLC History Reduced 32 5 0.0% 0.0% 272 -1 -3.03% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History Reduced 28 4 0.0% 0.0% 276 -22 -44.0% Q4 2025 Jan 15, 2026
CENTRAL TRUST Co History No change 26 4 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 02, 2026
N.E.W. Advisory Services LLC History No change 25 4 0.0% 0.0% 275 0 0.0% Q4 2025 Jan 28, 2026
Root Financial Partners, LLC History Added to 22 3 0.0% 0.0% 278 +3 15.79% Q4 2025 Feb 10, 2026
MAI Capital Management History Reduced 20 3 0.0% 0.0% 277 -2 -9.09% Q4 2025 Feb 13, 2026
Aster Capital Management (DIFC) Ltd History Reduced 14 2 0.0% 0.01% 282 -124 -89.86% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 17 2 0.0% 279 +17 New Q4 2025 Feb 05, 2026
Bell Investment Advisors, Inc History No change 17 2 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 24, 2026
Westfuller Advisors, LLC History No change 15 2 0.0% 0.0% 281 0 0.0% Q4 2025 Jan 21, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 11 1 0.0% 0.01% 283 -7,086 -99.85% Q4 2025 Feb 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 7 1 0.0% 286 +7 New Q4 2025 Feb 03, 2026
Bare Financial Services, Inc History New 6 1 0.0% 289 +6 New Q4 2025 Feb 06, 2026
IFP Advisors, Inc History No change 6 1 0.0% 284 0 0.0% Q4 2025 Feb 06, 2026
Bogart Wealth, LLC History No change 10 1 0.0% 0.0% 285 0 0.0% Q4 2025 Jan 30, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 9 1 0.0% 0.0% 287 0 0.0% Q4 2025 Feb 09, 2026
Bruce G. Allen Investments, LLC History No change 8 1 0.0% 0.0% 288 0 0.0% Q4 2025 Feb 10, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.07% -423,854 -100.0% Q3 2025 Nov 13, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.04% -152,443 -100.0% Q3 2025 Nov 14, 2025
Robeco Institutional Asset Management B.V. History Closed out 0 0 0.0% -13,728 -100.0% Q3 2025 Oct 22, 2025
Resolute Capital Asset Partners LLC History Closed out 0 0 0.96% -12,500 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -9,600 -100.0% Q3 2025 Nov 14, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -8,558 -100.0% Q3 2025 Nov 13, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -6,946 -100.0% Q3 2025 Nov 14, 2025
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 0.2% -6,300 -100.0% Q3 2025 Nov 03, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.01% -4,572 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 2.42% -3,551 -100.0% Q3 2025 Dec 09, 2025
Cynosure Group, LLC History Closed out 0 0 0.04% -2,759 -100.0% Q3 2025 Nov 13, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.05% -2,397 -100.0% Q3 2025 Nov 12, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -2,097 -100.0% Q3 2025 Nov 13, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -1,932 -100.0% Q3 2025 Nov 13, 2025
PEAPACK GLADSTONE FINANCIAL CORP History Closed out 0 0 0.0% -1,860 -100.0% Q3 2025 Nov 14, 2025
Entropy Technologies, LP History Closed out 0 0 0.02% -1,800 -100.0% Q3 2025 Nov 13, 2025
Perbak Capital Partners LLP History Closed out 0 0 0.04% -1,576 -100.0% Q3 2025 Nov 13, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.03% -1,440 -100.0% Q3 2025 Nov 14, 2025
Longboard Asset Management, LP History Closed out 0 0 0.34% -1,436 -100.0% Q3 2025 Oct 22, 2025
Versor Investments LP History Closed out 0 0 0.04% -1,398 -100.0% Q3 2025 Nov 06, 2025
Gotham Asset Management, LLC History Closed out 0 0 0.0% -1,383 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.0% -1,363 -100.0% Q3 2025 Nov 17, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -247 -100.0% Q3 2025 Nov 18, 2025
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -239 -100.0% Q3 2025 Nov 13, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -71 -100.0% Q3 2025 Oct 08, 2025
Godfrey Financial Associates, Inc. History New 5 0 +5 New Q4 2025 Feb 10, 2026
Keating Financial Advisory Services, Inc. History New 5 0 +5 New Q4 2025 Feb 09, 2026
Marquette Asset Management, LLC History New 3 0 +3 New Q4 2025 Jan 16, 2026
SJS Investment Consulting Inc. History Added to 4 0 +3 300.0% Q4 2025 Jan 21, 2026
Hughes Financial Services, LLC History New 3 0 +3 New Q4 2025 Feb 11, 2026
MidFirst Bank History New 3 0 +3 New Q4 2025 Feb 25, 2026
Kilter Group LLC History New 2 0 +2 New Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 2 0 +1 100.0% Q4 2025 Jan 14, 2026
Wealthspire Advisors, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 14, 2025
UMB Bank, n.a. History No change 2 0 0 0.0% Q4 2025 Feb 13, 2026
DecisionPoint Financial, LLC History No change 4 0 0 0.0% Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Jan 12, 2026