IMPERIAL OIL LTD - IMO

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
FMR LLC History Added to 56,181,276 4,853,481 0.25% 0.25% 1 +4,155,425 7.99% Q4 2025 Feb 17, 2026
First Eagle Investment Management, LLC History Reduced 18,605,005 1,607,314 2.83% 3.32% 2 -1,538,867 -7.64% Q4 2025 Feb 04, 2026
ROYAL BANK OF CANADA History New 7,521,088 649,145 0.11% 3 +7,521,088 New Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 6,664,936 575,810 0.01% 0.01% 4 -45,537 -0.68% Q4 2025 Jan 29, 2026
TD ASSET MANAGEMENT INC History Reduced 3,898,254 337,227 0.27% 0.33% 5 -572,104 -12.8% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,875,903 248,219 0.02% 0.02% 6 -964,742 -25.12% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,809,297 242,711 0.08% 0.1% 7 -6,161 -0.22% Q4 2025 Feb 12, 2026
FIL Ltd History Reduced 2,380,225 205,637 0.15% 0.21% 8 -503,582 -17.46% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History New 2,000,000 172,620 0.23% 9 +2,000,000 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,867,363 161,172 0.01% 0.01% 10 +604,447 47.86% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,693,690 149,067 0.01% 0.01% 11 +78,321 4.85% Q4 2025 Feb 09, 2026
UBS Group AG History Added to 1,709,910 147,582 0.02% 0.02% 12 +303,286 21.56% Q4 2025 Jan 29, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 1,384,021 119,572 0.31% 0.53% 13 -484,017 -25.91% Q4 2025 Feb 10, 2026
CIBC WORLD MARKET INC. History Added to 1,243,738 107,458 0.17% 0.19% 14 +96,694 8.43% Q4 2025 Feb 10, 2026
MACKENZIE FINANCIAL CORP History Reduced 1,118,372 97,128 0.12% 0.13% 15 -76,090 -6.37% Q4 2025 Feb 18, 2026
JPMORGAN CHASE & CO History Added to 1,082,938 93,468 0.01% 0.01% 16 +15,281 1.43% Q4 2025 Feb 11, 2026
Legal & General Group Plc History Added to 990,077 85,648 0.02% 0.02% 17 +57,652 6.18% Q4 2025 Feb 09, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 993,319 85,529 0.08% 0.08% 18 +110,882 12.57% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 824,513 71,170 0.01% 0.02% 19 +31,835 4.02% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 817,951 70,812 0.06% 20 +817,951 New Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Added to 689,213 59,545 0.09% 0.07% 21 +214,591 45.21% Q4 2025 Feb 17, 2026
Amundi History Added to 664,395 57,343 0.02% 0.02% 22 +9,762 1.49% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 557,538 48,231 0.01% 0.01% 23 +8,285 1.51% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History Added to 533,510 46,090 0.07% 0.06% 24 +156,088 41.36% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Reduced 527,608 45,364 0.28% 0.34% 25 -55,239 -9.48% Q4 2025 Jan 27, 2026
GOLDMAN SACHS GROUP INC History Reduced 488,289 42,144 0.01% 0.01% 26 -844,025 -63.35% Q4 2025 Mar 25, 2026
Swiss National Bank History Reduced 460,976 39,906 0.02% 0.03% 27 -51,800 -10.1% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 456,949 39,439 0.01% 0.01% 28 +26,236 6.09% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 451,039 38,929 0.0% 0.0% 29 -48,964 -9.79% Q4 2025 Feb 12, 2026
Fiera Capital Corp History Reduced 418,787 36,192 0.11% 0.14% 30 -55,345 -11.67% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 385,119 33,239 0.0% 0.0% 31 +325,613 547.19% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 319,735 30,835 0.01% 0.01% 32 +58,153 22.23% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 342,570 29,567 0.0% 0.0% 33 -2,759 -0.8% Q4 2025 Feb 19, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 296,585 25,598 0.01% 0.01% 34 +185,995 168.18% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 277,929 24,006 0.01% 0.0% 35 +214,152 335.78% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 271,399 23,424 0.0% 0.0% 36 +36,362 15.47% Q4 2025 Feb 10, 2026
SCOTIA CAPITAL INC. History Added to 242,119 20,823 0.08% 0.09% 37 +6,130 2.6% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 239,031 20,682 0.02% 0.02% 38 +70,245 41.62% Q4 2025 Feb 17, 2026
MUFG SECURITIES (CANADA), LTD. History Reduced 234,525 20,266 0.56% 0.66% 39 -25,356 -9.76% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 218,602 18,867 0.0% 0.0% 40 -619 -0.28% Q4 2025 Feb 17, 2026
QV Investors Inc. History Reduced 203,607 17,614 1.44% 1.72% 41 -15,733 -7.17% Q4 2025 Jan 20, 2026
Guardian Partners Inc. History Reduced 158,293 17,406 1.4% 1.22% 42 -1,815 -1.13% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 192,677 16,645 0.0% 0.0% 43 +23,200 13.69% Q4 2025 Feb 11, 2026
Nuveen, LLC History Reduced 185,493 16,046 0.0% 0.0% 44 -2,745 -1.46% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Reduced 177,028 15,293 0.01% 0.01% 45 -26,812 -13.15% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 164,795 14,241 0.02% 46 +164,795 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 161,407 13,932 0.08% 0.11% 47 -50,840 -23.95% Q4 2025 Feb 11, 2026
Korea Investment CORP History Reduced 161,032 13,930 0.03% 0.03% 48 -11,900 -6.88% Q4 2025 Feb 13, 2026
CIBC Asset Management Inc History Reduced 160,085 13,838 0.03% 0.04% 49 -7,568 -4.51% Q4 2025 Feb 10, 2026
OMERS ADMINISTRATION Corp History Added to 159,741 13,818 0.1% 0.1% 50 +10,741 7.21% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 156,928 13,544 0.05% 0.03% 51 +46,941 42.68% Q4 2025 Feb 17, 2026
Capital Wealth Planning, LLC History Added to 149,262 13,297 0.09% 0.06% 52 +57,570 62.79% Q4 2025 Feb 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 153,539 13,282 0.03% 0.02% 53 +36,267 30.93% Q4 2025 Jan 27, 2026
SIG North Trading, ULC History Added to 153,536 13,251 0.24% 0.25% 54 +11,031 7.74% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 149,606 12,925 0.01% 0.01% 55 +49,596 49.59% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 148,137 12,799 0.02% 0.02% 56 -13,868 -8.56% Q4 2025 Jan 28, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 144,772 12,507 0.07% 0.08% 57 -12,378 -7.88% Q4 2025 Feb 13, 2026
AVIVA PLC History Added to 141,700 12,251 0.02% 0.02% 58 +637 0.45% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 137,040 11,827 0.0% 0.0% 59 +11,736 9.37% Q4 2025 Feb 18, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 138,206 11,798 0.03% 0.04% 60 -43,278 -23.85% Q4 2025 Jan 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 136,611 11,790 0.01% 0.01% 61 -59,148 -30.21% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Added to 135,906 11,730 0.0% 0.0% 62 +7,334 5.7% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 110,870 9,569 0.01% 0.01% 63 +4,213 3.95% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 109,944 9,475 0.04% 0.03% 64 +30,384 38.19% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History Reduced 109,336 9,455 0.01% 0.01% 65 -19,619 -15.21% Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Added to 107,772 9,322 0.01% 0.01% 66 +6,436 6.35% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 90,103 9,153 0.03% 0.03% 67 -1,885 -2.05% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 105,511 9,106 0.0% 0.0% 68 +6,282 6.33% Q4 2025 Feb 11, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 103,314 8,925 0.0% 0.0% 69 -1,285 -1.23% Q4 2025 Feb 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 101,593 8,768 0.02% 0.02% 70 +658 0.65% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 97,925 8,471 0.0% 0.01% 71 -184,503 -65.33% Q4 2025 Feb 13, 2026
Northwest & Ethical Investments L.P. History Reduced 97,772 8,447 0.19% 0.23% 72 -9,010 -8.44% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 97,410 8,407 0.01% 0.01% 73 +11,140 12.91% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 93,863 8,119 0.0% 0.0% 74 +40,618 76.29% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 93,400 8,061 0.0% 0.0% 75 -67,779 -42.05% Q4 2025 Feb 17, 2026
Guinness Asset Management LTD History Reduced 88,678 7,618 0.12% 0.15% 76 -10,158 -10.28% Q4 2025 Feb 09, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 88,253 7,617 0.0% 0.0% 77 +3,966 4.71% Q4 2025 Feb 10, 2026
Triasima Portfolio Management inc. History Added to 83,975 7,264 1.09% 0.98% 78 +12,570 17.6% Q4 2025 Feb 02, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 82,983 7,178 0.06% 0.06% 79 +4,392 5.59% Q4 2025 Feb 10, 2026
Twin Tree Management, LP History Reduced 82,194 7,094 0.06% 0.05% 80 -43,320 -34.51% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 78,969 6,831 0.02% 81 +78,969 New Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 75,466 6,513 0.07% 0.09% 82 +2,809 3.87% Q4 2025 Feb 03, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 75,301 6,499 0.0% 0.0% 83 +173 0.23% Q4 2025 Jan 22, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 74,324 6,414 0.63% 0.66% 84 +628 0.85% Q4 2025 Jan 21, 2026
Quantinno Capital Management LP History Added to 69,000 5,955 0.01% 0.02% 85 +698 1.02% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History No change 68,248 5,899 0.12% 0.13% 86 0 0.0% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History New 61,502 5,313 0.0% 87 +61,502 New Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 59,915 5,171 0.09% 0.12% 88 -7,757 -11.46% Q4 2025 Jan 23, 2026
Creative Planning History Added to 52,769 4,554 0.0% 0.0% 89 +533 1.02% Q4 2025 Feb 17, 2026
Turas Capital Management LP History New 49,200 4,246 1.42% 90 +49,200 New Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Added to 48,669 4,200 0.0% 0.0% 91 +32,258 196.56% Q4 2025 Feb 13, 2026
LORD, ABBETT & CO. LLC History Reduced 46,206 3,992 0.01% 0.06% 92 -173,574 -78.98% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Added to 45,162 3,891 0.01% 0.0% 93 +10,188 29.13% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 45,071 3,890 0.09% 94 +45,071 New Q4 2025 Feb 13, 2026
GUARDIAN CAPITAL LP History No change 44,063 3,808 0.11% 0.13% 95 0 0.0% Q4 2025 Feb 18, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 42,700 3,685 0.13% 0.24% 96 -24,200 -36.17% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Added to 41,858 3,625 0.09% 0.06% 97 +17,643 72.86% Q4 2025 Jan 29, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 38,809 3,374 0.04% 0.05% 98 -928 -2.34% Q4 2025 Feb 03, 2026
TWO SIGMA ADVISERS, LP History Added to 37,100 3,202 0.01% 0.01% 99 +4,600 14.15% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Added to 36,569 3,163 0.0% 0.0% 100 +949 2.66% Q4 2025 Jan 09, 2026
Swiss Life Asset Management Ltd History New 36,503 3,154 0.02% 101 +36,503 New Q4 2025 Feb 04, 2026
BURNEY CO/ History Added to 36,503 3,150 0.1% 0.1% 102 +1,585 4.54% Q4 2025 Jan 23, 2026
Jefferies Financial Group Inc. History Added to 35,331 3,053 0.02% 0.01% 103 +22,644 178.48% Q4 2025 Feb 09, 2026
Investment Management Corp of Ontario History Added to 34,402 2,969 0.04% 0.03% 104 +13,129 61.72% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Reduced 34,232 2,954 0.13% 0.14% 105 -496 -1.43% Q4 2025 Feb 10, 2026
Beutel, Goodman & Co Ltd. History Reduced 33,960 2,937 0.02% 0.02% 106 -900 -2.58% Q4 2025 Feb 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 33,400 2,882 0.04% 0.05% 107 0 0.0% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 30,200 2,609 0.0% 0.0% 108 +5,600 22.76% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 29,868 2,577 0.0% 0.0% 109 +7,857 35.7% Q4 2025 Feb 17, 2026
Gold Investment Management Ltd. History Added to 28,408 2,454 0.78% 0.86% 110 +86 0.3% Q4 2025 Jan 28, 2026
Plancorp, LLC History No change 28,061 2,421 0.07% 0.08% 111 0 0.0% Q4 2025 Feb 05, 2026
MILLENNIUM MANAGEMENT LLC History Added to 27,897 2,407 0.0% 0.0% 112 +18,401 193.78% Q4 2025 Feb 17, 2026
PDT Partners, LLC History No change 27,761 2,396 0.16% 0.16% 113 0 0.0% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 30,782 2,377 0.0% 0.0% 114 0 0.0% Q4 2025 Jan 28, 2026
Argent Trust Co History Added to 27,484 2,372 0.08% 0.08% 115 +2,051 8.06% Q4 2025 Feb 10, 2026
J. Safra Sarasin Holding AG History New 26,600 2,301 0.04% 116 +26,600 New Q4 2025 Jan 15, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 23,946 2,071 0.02% 0.02% 117 -1,842 -7.14% Q4 2025 Feb 13, 2026
Genus Capital Management Inc. History Reduced 22,992 1,988 0.23% 0.67% 118 -40,465 -63.77% Q4 2025 Feb 09, 2026
BESSEMER GROUP INC History Reduced 22,690 1,961 0.0% 0.0% 119 -3,228 -12.45% Q4 2025 Feb 05, 2026
Vanguard Personalized Indexing Management, LLC History Added to 22,233 1,918 0.02% 0.02% 120 +763 3.55% Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 21,354 1,854 0.04% 121 +21,354 New Q4 2025 Feb 17, 2026
USS Investment Management Ltd History No change 20,908 1,804 0.01% 0.01% 122 0 0.0% Q4 2025 Feb 13, 2026
CWA Asset Management Group, LLC History New 20,357 1,757 0.06% 123 +20,357 New Q4 2025 Jan 07, 2026
Generali Asset Management SPA SGR History Added to 14,753 1,749 0.04% 0.03% 124 +4,007 37.29% Q4 2025 Feb 03, 2026
Erste Asset Management GmbH History No change 20,350 1,746 0.01% 0.02% 125 0 0.0% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Reduced 19,082 1,646 0.0% 0.0% 126 -1,378 -6.74% Q4 2025 Mar 09, 2026
JANE STREET GROUP, LLC History Reduced 17,648 1,523 0.0% 0.0% 127 -238,676 -93.11% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 17,423 1,503 0.05% 0.05% 128 -137 -0.78% Q4 2025 Feb 13, 2026
Utah Retirement Systems History No change 17,347 1,500 0.01% 0.02% 129 0 0.0% Q4 2025 Feb 17, 2026
Lester Murray Antman dba SimplyRich History Reduced 17,166 1,481 0.39% 0.42% 130 -100 -0.58% Q4 2025 Jan 23, 2026
Vise Technologies, Inc. History Added to 17,128 1,478 0.03% 0.05% 131 +1,386 8.8% Q4 2025 Feb 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 16,876 1,459 0.0% 0.0% 132 +1,938 12.97% Q4 2025 Feb 02, 2026
BNP Paribas Asset Management Holding S.A. History New 12,313 1,457 0.0% 133 +12,313 New Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Reduced 16,546 1,428 0.02% 0.02% 134 -763 -4.41% Q4 2025 Feb 05, 2026
Caprock Group, LLC History Reduced 16,356 1,420 0.03% 0.05% 135 -4,044 -19.82% Q4 2025 Jan 28, 2026
US BANCORP \DE\ History Added to 15,358 1,325 0.0% 0.0% 136 +109 0.71% Q4 2025 Jan 30, 2026
Gotham Asset Management, LLC History Added to 15,286 1,319 0.0% 0.0% 137 +10,138 196.93% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 15,215 1,314 0.0% 0.01% 138 0 0.0% Q4 2025 Feb 13, 2026
Versor Investments LP History New 13,999 1,209 0.19% 139 +13,999 New Q4 2025 Feb 04, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 14,002 1,208 0.01% 0.0% 140 +13,963 35802.56% Q4 2025 Feb 12, 2026
Metis Global Partners, LLC History Reduced 13,890 1,200 0.03% 0.03% 141 -1,699 -10.9% Q4 2025 Feb 11, 2026
Woodbridge CO LTD History New 13,809 1,191 0.0% 142 +13,809 New Q4 2025 Feb 13, 2026
Mediolanum International Funds Ltd History Reduced 13,590 1,183 0.01% 0.03% 143 -15,840 -53.82% Q4 2025 Feb 09, 2026
SYON CAPITAL LLC History Reduced 13,559 1,170 0.06% 0.07% 144 -47 -0.35% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Reduced 13,200 1,139 0.01% 0.02% 145 -1,731 -11.59% Q4 2025 Jan 16, 2026
Mariner, LLC History Added to 12,946 1,118 0.0% 0.0% 146 +2,164 20.07% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Reduced 12,758 1,101 0.0% 0.01% 147 -396 -3.01% Q4 2025 Feb 18, 2026
HRT FINANCIAL LP History New 12,649 1,091 0.0% 148 +12,649 New Q4 2025 Feb 12, 2026
Aviso Financial Inc. History Added to 12,488 1,078 0.04% 0.04% 149 +300 2.46% Q4 2025 Feb 13, 2026
Hara Capital LLC History No change 12,330 1,070 0.6% 0.66% 150 0 0.0% Q4 2025 Jan 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 12,135 1,049 0.0% 0.0% 151 -463 -3.68% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 11,980 1,034 0.0% 0.0% 152 -62 -0.51% Q4 2025 Feb 13, 2026
EVOLVE PRIVATE WEALTH, LLC History New 11,851 1,028 0.06% 154 +11,851 New Q4 2025 Feb 17, 2026
CHELSEA COUNSEL CO History No change 11,839 1,028 0.44% 0.48% 153 0 0.0% Q4 2025 Feb 24, 2026
JANUS HENDERSON GROUP PLC History No change 11,840 1,022 0.0% 0.0% 155 0 0.0% Q4 2025 Feb 17, 2026
Purpose Unlimited Inc. History New 11,598 1,001 0.05% 156 +11,598 New Q4 2025 Mar 20, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Reduced 57,400 947 0.23% 3.63% 157 -68,492 -54.41% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 10,268 886 0.0% 0.0% 158 -934 -8.34% Q4 2025 Feb 12, 2026
Texas Capital Bank Wealth Management Services Inc History New 10,000 863 0.05% 160 +10,000 New Q4 2025 Feb 09, 2026
SEARLE & CO. History No change 10,000 863 0.22% 0.24% 159 0 0.0% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Added to 9,924 858 0.0% 0.0% 161 +100 1.02% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 9,900 854 0.0% 0.0% 162 -900 -8.33% Q4 2025 Feb 17, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Added to 9,869 851 0.5% 0.49% 163 +1,088 12.39% Q4 2025 Jan 14, 2026
Gulf International Bank (UK) Ltd History No change 9,807 847 0.03% 0.04% 164 0 0.0% Q4 2025 Feb 10, 2026
Orion Porfolio Solutions, LLC History Reduced 9,583 827 0.01% 0.01% 165 -56 -0.58% Q4 2025 Feb 12, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 9,549 826 0.0% 0.0% 166 -7,900 -45.27% Q4 2025 Feb 17, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 9,579 826 0.27% 0.25% 167 +2,005 26.47% Q4 2025 Feb 12, 2026
Vontobel Holding Ltd. History New 9,500 820 0.0% 168 +9,500 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 9,215 807 0.0% 0.0% 169 +680 7.97% Q4 2025 Jan 08, 2026
Atria Investments, Inc History Added to 9,212 795 0.01% 0.01% 170 +1,571 20.56% Q4 2025 Feb 05, 2026
PATTEN & PATTEN INC/TN History No change 8,750 755 0.04% 0.05% 171 0 0.0% Q4 2025 Feb 03, 2026
Callan Family Office, LLC History Added to 8,714 752 0.02% 0.01% 172 +4,055 87.04% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 8,688 749 0.0% 0.0% 173 +982 12.74% Q4 2025 Feb 13, 2026
Meixler Investment Management, Ltd. History Reduced 8,625 744 0.45% 0.65% 175 -3,007 -25.85% Q4 2025 Feb 13, 2026
Mraz, Amerine & Associates, Inc. History No change 8,630 744 0.11% 0.12% 174 0 0.0% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 8,504 733 0.0% 0.0% 176 +3,240 61.55% Q4 2025 Feb 18, 2026
Financial & Tax Architects, LLC History Reduced 8,413 726 0.16% 0.17% 177 -257 -2.96% Q4 2025 Jan 21, 2026
Fruth Investment Management History No change 8,400 725 0.2% 0.21% 178 0 0.0% Q4 2025 Jan 26, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 6,103 723 0.17% 179 +6,103 New Q4 2025 Feb 13, 2026
MAI Capital Management History Reduced 8,338 719 0.0% 0.01% 180 -2,591 -23.71% Q4 2025 Feb 13, 2026
Dynamic Technology Lab Private Ltd History New 8,230 710 0.16% 181 +8,230 New Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 8,152 703 0.0% 182 +8,152 New Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 8,023 692 0.0% 0.0% 183 +4,578 132.89% Q4 2025 Feb 13, 2026
Westerkirk Capital Inc. History Reduced 7,920 684 0.07% 0.1% 184 -1,800 -18.52% Q4 2025 Feb 11, 2026
Walleye Trading LLC History Added to 7,900 681 0.0% 0.0% 185 +5,607 244.53% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 7,744 669 0.0% 0.0% 186 -3,366 -30.3% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 7,642 659 0.01% 0.01% 187 +42 0.55% Q4 2025 Jan 20, 2026
PCM Encore, LLC History New 7,619 657 0.14% 188 +7,619 New Q4 2025 Feb 13, 2026
Pacifica Partners Inc. History Added to 7,385 655 0.29% 0.24% 189 +35 0.48% Q4 2025 Jan 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 7,542 650 0.05% 0.04% 190 +1,849 32.48% Q4 2025 Jan 23, 2026
Fielder Capital Group LLC History Reduced 7,191 620 0.13% 0.16% 191 -454 -5.94% Q4 2025 Feb 10, 2026
FOUNDATION RESOURCE MANAGEMENT INC History No change 6,945 599 0.08% 0.09% 192 0 0.0% Q4 2025 Jan 22, 2026
NATIXIS History Reduced 6,705 578 0.0% 0.0% 193 -20 -0.3% Q4 2025 Feb 13, 2026
Kathmere Capital Management, LLC History Added to 6,563 566 0.04% 0.04% 194 +186 2.92% Q4 2025 Jan 13, 2026
Cetera Investment Advisers History Reduced 6,515 562 0.0% 0.0% 195 -2,246 -25.64% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 6,503 561 0.01% 0.01% 196 +19 0.29% Q4 2025 Feb 11, 2026
Rathbones Group PLC History No change 6,483 560 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 06, 2026
State of Wyoming History Added to 6,419 554 0.06% 0.04% 198 +2,143 50.12% Q4 2025 Feb 11, 2026
TWINBEECH CAPITAL LP History New 6,399 552 0.04% 199 +6,399 New Q4 2025 Feb 17, 2026
Qtron Investments LLC History Reduced 6,356 549 0.07% 0.15% 200 -7,009 -52.44% Q4 2025 Feb 12, 2026
Addenda Capital Inc. History Reduced 4,600 548 0.02% 0.02% 201 -500 -9.8% Q4 2025 Jan 22, 2026
BENJAMIN EDWARDS INC History Added to 6,347 547 0.01% 0.0% 202 +1,656 35.3% Q4 2025 Feb 02, 2026
Centiva Capital, LP History New 6,224 537 0.0% 203 +6,224 New Q4 2025 Feb 13, 2026
111 Capital History New 6,129 529 0.12% 204 +6,129 New Q4 2025 Feb 11, 2026
FIRST HORIZON CORP History Added to 6,074 524 0.02% 0.01% 205 +3,062 101.66% Q4 2025 Jan 27, 2026
Janney Montgomery Scott LLC History Reduced 5,906 510 0.0% 0.0% 206 -331 -5.31% Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Reduced 5,822 502 0.0% 0.0% 207 -430 -6.88% Q4 2025 Jan 29, 2026
Engineers Gate Manager LP History Reduced 5,797 500 0.01% 0.01% 208 -1,992 -25.57% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Added to 5,781 499 0.0% 0.0% 209 +838 16.95% Q4 2025 Feb 18, 2026
MQS Management LLC History New 5,753 496 0.29% 210 +5,753 New Q4 2025 Feb 09, 2026
Belpointe Asset Management LLC History Reduced 5,592 482 0.02% 0.02% 211 -47 -0.83% Q4 2025 Jan 27, 2026
Diversified Enterprises, LLC History No change 5,320 459 0.03% 0.03% 212 0 0.0% Q4 2025 Jan 28, 2026
GLENMEDE TRUST CO NA History New 5,056 436 0.0% 213 +5,056 New Q4 2025 Feb 17, 2026
Chou Associates Management Inc. History No change 5,000 431 0.21% 0.22% 214 0 0.0% Q4 2025 Feb 13, 2026
Osmosis Investment Management UK Ltd History New 4,904 426 0.01% 215 +4,904 New Q4 2025 Feb 13, 2026
Aprio Wealth Management, LLC History No change 4,882 421 0.02% 0.04% 216 0 0.0% Q4 2025 Jan 29, 2026
Clarius Group, LLC History No change 4,870 420 0.02% 0.03% 217 0 0.0% Q4 2025 Jan 14, 2026
Baker Ellis Asset Management LLC History Added to 4,750 409 0.05% 0.04% 218 +1,000 26.67% Q4 2025 Jan 21, 2026
Farther Finance Advisors, LLC History Added to 4,590 396 0.0% 0.01% 219 +77 1.71% Q4 2025 Jan 23, 2026
Sequoia Financial Advisors, LLC History Reduced 4,375 377 0.0% 0.0% 220 -937 -17.64% Q4 2025 Feb 03, 2026
Tidal Investments LLC History Reduced 4,373 377 0.0% 0.0% 221 -39 -0.88% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 4,220 364 0.0% 0.0% 222 +989 30.61% Q4 2025 Feb 06, 2026
Wealth Architects, LLC History Reduced 4,206 363 0.03% 0.04% 223 -579 -12.1% Q4 2025 Feb 17, 2026
Voleon Capital Management LP History New 4,152 358 0.01% 224 +4,152 New Q4 2025 Feb 17, 2026
UniSuper Management Pty Ltd History No change 3,000 355 0.0% 0.0% 225 0 0.0% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 4,026 347 0.01% 0.01% 226 -28 -0.69% Q4 2025 Feb 06, 2026
Guinness Atkinson Asset Management Inc History Reduced 4,012 344 0.16% 0.2% 227 -574 -12.52% Q4 2025 Feb 10, 2026
Ballentine Partners, LLC History No change 3,971 342 0.0% 0.0% 228 0 0.0% Q4 2025 Feb 03, 2026
Holistic Financial Partners History No change 3,954 341 0.12% 0.15% 229 0 0.0% Q4 2025 Jan 07, 2026
Baron Wealth Management LLC History Added to 3,906 337 0.1% 0.12% 230 +16 0.41% Q4 2025 Jan 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 3,753 324 0.0% 0.0% 231 -50 -1.31% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 3,705 320 0.0% 0.0% 232 +532 16.77% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 3,700 319 0.0% 233 +3,700 New Q4 2025 Feb 12, 2026
WATERS PARKERSON & CO., LLC History No change 3,510 302 0.01% 0.02% 234 0 0.0% Q4 2025 Feb 12, 2026
GREENLEAF TRUST History No change 3,463 298 0.0% 0.0% 235 0 0.0% Q4 2025 Jan 21, 2026
Canopy Partners, LLC History Added to 3,337 288 0.09% 0.1% 236 +25 0.75% Q4 2025 Feb 12, 2026
Corient IA LLC History Reduced 3,320 286 0.27% 0.34% 237 -1,680 -33.6% Q4 2025 Feb 13, 2026
Walleye Capital LLC History New 3,300 284 0.0% 238 +3,300 New Q4 2025 Feb 13, 2026
Hanson & Doremus Investment Management History No change 3,259 281 0.03% 0.04% 239 0 0.0% Q4 2025 Jan 20, 2026
CIGNA INVESTMENTS INC /NEW History No change 3,178 275 0.04% 0.04% 240 0 0.0% Q4 2025 Jan 20, 2026
Crossmark Global Holdings, Inc. History Reduced 3,154 272 0.0% 0.01% 241 -4,741 -60.05% Q4 2025 Feb 03, 2026
Checchi Capital Advisers, LLC History Added to 3,100 267 0.01% 0.01% 242 +17 0.55% Q4 2025 Jan 27, 2026
D'Orazio & Associates, Inc. History Reduced 3,093 266 0.03% 0.04% 243 -58 -1.84% Q4 2025 Feb 04, 2026
Avior Wealth Management, LLC History No change 3,061 264 0.01% 0.01% 244 0 0.0% Q4 2025 Jan 06, 2026
Rempart Asset Management Inc. History Reduced 3,050 263 0.05% 0.06% 245 -600 -16.44% Q4 2025 Jan 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 2,711 263 0.0% 0.0% 246 0 0.0% Q4 2025 Jan 21, 2026
Busey Bank History New 2,990 258 0.01% 247 +2,990 New Q4 2025 Jan 27, 2026
PDS Planning, Inc History Added to 2,981 257 0.02% 0.02% 248 +4 0.13% Q4 2025 Jan 26, 2026
Bridgewater Advisors Inc. History Reduced 2,552 255 0.02% 0.02% 249 -85 -3.22% Q4 2025 Jan 23, 2026
CONTINUUM WEALTH ADVISORS, LLC History New 2,950 254 0.1% 250 +2,950 New Q4 2025 Feb 04, 2026
Siemens Fonds Invest GmbH History Added to 2,105 250 0.01% 0.01% 251 +693 49.08% Q4 2025 Feb 17, 2026
Henry James International Management Inc. History No change 2,872 247 0.08% 0.08% 252 0 0.0% Q4 2025 Feb 17, 2026
Scientech Research LLC History New 2,695 232 0.15% 254 +2,695 New Q4 2025 Feb 17, 2026
Wilkinson Global Asset Management LLC History No change 2,695 232 0.02% 0.02% 253 0 0.0% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Added to 2,683 231 0.01% 0.01% 255 +84 3.23% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 2,658 229 0.0% 0.0% 256 +40 1.53% Q4 2025 Feb 17, 2026
OLD MISSION CAPITAL LLC History New 2,619 226 0.01% 257 +2,619 New Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Reduced 2,615 225 0.0% 0.0% 258 -66 -2.46% Q4 2025 Feb 17, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 2,570 222 0.04% 0.05% 259 -140 -5.17% Q4 2025 Jan 16, 2026
Larry Mathis Financial Planning, LLC History New 2,555 220 0.19% 260 +2,555 New Q4 2025 Mar 11, 2026
Compound Planning, Inc. History Reduced 2,509 216 0.01% 0.01% 261 -10 -0.4% Q4 2025 Feb 19, 2026
CWM, LLC History Added to 2,367 204 0.0% 0.0% 262 +77 3.36% Q4 2025 Jan 26, 2026
Mirador Capital Partners LP History No change 2,322 200 0.03% 0.03% 263 0 0.0% Q4 2025 Jan 14, 2026
Tower Research Capital LLC (TRC) History Reduced 2,208 190 0.0% 0.01% 264 -1,417 -39.09% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 2,004 173 0.0% 265 +2,004 New Q4 2025 Feb 05, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,928 166 0.0% 0.0% 266 -843 -30.42% Q4 2025 Feb 09, 2026
Clearstead Advisors, LLC History No change 1,823 157 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 09, 2026
INTACT INVESTMENT MANAGEMENT INC. History New 1,800 155 0.0% 269 +1,800 New Q4 2025 Feb 02, 2026
Wilmington Savings Fund Society, FSB History No change 1,800 155 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 12, 2026
Nova Wealth Management, Inc. History No change 1,800 155 0.11% 0.11% 270 0 0.0% Q4 2025 Jan 14, 2026
Arax Advisory Partners History Added to 1,560 134 0.0% 0.0% 271 +663 73.91% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History Added to 1,454 125 0.03% 0.0% 272 +1,407 2993.62% Q4 2025 Mar 03, 2026
AdvisorNet Financial, Inc History No change 1,409 121 0.01% 0.01% 273 0 0.0% Q4 2025 Jan 20, 2026
Atlantic Union Bankshares Corp History No change 1,358 117 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 04, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 1,347 116 0.0% 0.0% 275 -45 -3.23% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Reduced 1,334 115 0.0% 0.01% 276 -410 -23.51% Q4 2025 Jan 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 1,300 112 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History No change 1,300 112 0.01% 0.01% 278 0 0.0% Q4 2025 Jan 30, 2026
Cromwell Holdings LLC History No change 1,141 99 0.05% 0.06% 279 0 0.0% Q4 2025 Jan 20, 2026
BNP PARIBAS History Reduced 1,100 94 0.0% 0.0% 280 -600 -35.29% Q4 2025 Feb 10, 2026
SHP Wealth Management History New 863 74 0.01% 281 +863 New Q4 2025 Mar 04, 2026
Tacita Capital Inc History Reduced 856 73 0.04% 0.05% 282 -78 -8.35% Q4 2025 Feb 11, 2026
Washington Trust Advisors, Inc. History No change 780 67 0.01% 0.01% 283 0 0.0% Q4 2025 Feb 03, 2026
Spire Wealth Management History Added to 769 66 0.0% 0.0% 285 +41 5.63% Q4 2025 Jan 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 769 66 0.0% 0.0% 284 +7 0.92% Q4 2025 Feb 05, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 760 65 0.02% 0.01% 286 +280 58.33% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 653 56 0.0% 0.0% 287 +442 209.48% Q4 2025 Jan 23, 2026
Evelyn Partners Investment Management LLP History No change 630 54 0.0% 0.0% 288 0 0.0% Q4 2025 Feb 13, 2026
Measured Wealth Private Client Group, LLC History No change 600 51 0.01% 0.01% 289 0 0.0% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 531 46 0.0% 0.0% 290 +101 23.49% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History No change 489 42 0.0% 0.0% 291 0 0.0% Q4 2025 Feb 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 446 38 0.0% 0.0% 292 -27 -5.71% Q4 2025 Jan 07, 2026
Westside Investment Management, Inc. History No change 426 37 0.01% 0.01% 293 0 0.0% Q4 2025 Jan 23, 2026
Winch Advisory Services, LLC History Added to 425 36 0.01% 0.01% 294 +2 0.47% Q4 2025 Feb 03, 2026
CIBC Private Wealth Group LLC History Reduced 414 35 0.0% 0.0% 295 -1,706 -80.47% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Reduced 410 35 0.0% 0.0% 296 -159 -27.94% Q4 2025 Mar 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 404 34 0.0% 0.0% 297 -107 -20.94% Q4 2025 Feb 10, 2026
Capital Analysts, LLC History Added to 391 34 0.0% 0.0% 298 +1 0.26% Q4 2025 Feb 11, 2026
Sawyer & Company, Inc History Reduced 362 31 0.01% 0.01% 299 -98 -21.3% Q4 2025 Feb 02, 2026
IMG Wealth Management, Inc. History No change 353 30 0.02% 0.02% 300 0 0.0% Q4 2025 Feb 05, 2026
WealthCollab, LLC History No change 347 29 0.01% 0.01% 301 0 0.0% Q4 2025 Jan 27, 2026
McMillan Office, Inc. History New 300 25 0.0% 303 +300 New Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History Added to 293 25 0.0% 0.0% 302 +137 87.82% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Reduced 286 24 0.0% 0.0% 304 -15 -4.98% Q4 2025 Feb 06, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 261 22 0.02% 0.02% 305 0 0.0% Q4 2025 Feb 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 250 21 0.0% 0.0% 306 0 0.0% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Added to 212 18 0.0% 0.0% 307 +91 75.21% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 155 13 0.0% 309 +155 New Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 161 13 0.0% 0.0% 308 -15 -8.52% Q4 2025 Feb 02, 2026
Steigerwald, Gordon & Koch Inc. History New 143 12 0.0% 310 +143 New Q4 2025 Jan 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 126 10 0.0% 311 +126 New Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History No change 109 9 0.0% 0.0% 312 0 0.0% Q4 2025 Feb 09, 2026
FINANCIAL CONSULATE, INC History New 93 8 0.0% 314 +93 New Q4 2025 Jan 22, 2026
UMB Bank, n.a. History No change 100 8 0.0% 0.0% 313 0 0.0% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 91 7 0.0% 0.0% 315 0 0.0% Q4 2025 Jan 14, 2026
Geneos Wealth Management Inc. History No change 86 7 0.0% 0.0% 316 0 0.0% Q4 2025 Jan 28, 2026
Navalign, LLC History New 76 6 0.0% 318 +76 New Q4 2025 Feb 05, 2026
Johnson Financial Group, Inc. History New 75 6 0.0% 317 +75 New Q4 2025 Feb 12, 2026
ATLAS CAPITAL ADVISORS INC. History New 64 5 0.0% 321 +64 New Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 64 5 0.0% 323 +64 New Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History New 62 5 0.0% 320 +62 New Q4 2025 Jan 26, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 62 5 0.0% 0.0% 319 0 0.0% Q4 2025 Jan 23, 2026
Parkside Financial Bank & Trust History No change 61 5 0.0% 0.0% 322 0 0.0% Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History New 56 4 0.0% 328 +56 New Q4 2025 Feb 24, 2026
Larson Financial Group LLC History Reduced 50 4 0.0% 0.0% 326 -18 -26.47% Q4 2025 Feb 06, 2026
Grove Bank & Trust History No change 50 4 0.0% 0.0% 324 0 0.0% Q4 2025 Jan 08, 2026
Bogart Wealth, LLC History No change 54 4 0.0% 0.0% 325 0 0.0% Q4 2025 Jan 30, 2026
FNY Investment Advisers, LLC History No change 50 4 0.0% 0.0% 327 0 0.0% Q4 2025 Jan 16, 2026
Osbon Capital Management LLC History New 45 3 0.0% 330 +45 New Q4 2025 Mar 16, 2026
North Star Investment Management Corp. History New 39 3 0.0% 329 +39 New Q4 2025 Jan 30, 2026
AMERICAN NATIONAL BANK & TRUST History New 31 2 0.0% 331 +31 New Q4 2025 Jan 20, 2026
Bruce G. Allen Investments, LLC History Reduced 33 2 0.0% 0.0% 332 -4 -10.81% Q4 2025 Feb 10, 2026
Bare Financial Services, Inc History No change 24 2 0.0% 0.0% 333 0 0.0% Q4 2025 Feb 06, 2026
Aventura Private Wealth, LLC History No change 25 2 0.0% 0.0% 334 0 0.0% Q4 2025 Jan 07, 2026
Cornerstone Financial Management LLC History New 23 1 0.0% 340 +23 New Q4 2025 Feb 13, 2026
JNBA Financial Advisors History New 16 1 0.0% 336 +16 New Q4 2025 Jan 26, 2026
ROTHSCHILD INVESTMENT LLC History New 14 1 0.0% 335 +14 New Q4 2025 Feb 10, 2026
Key FInancial Inc History No change 15 1 0.0% 0.0% 337 0 0.0% Q4 2025 Feb 09, 2026
True Wealth Design, LLC History No change 15 1 0.0% 0.0% 338 0 0.0% Q4 2025 Jan 08, 2026
Wealth Watch Advisors, INC History No change 19 1 0.0% 0.0% 339 0 0.0% Q4 2025 Feb 17, 2026
AustralianSuper Pty Ltd History Closed out 0 0 0.06% -143,507 -100.0% Q3 2025 Nov 12, 2025
Corigliano Investment Advisers, LLC History Closed out 0 0 4.08% -139,600 -100.0% Q3 2025 Nov 14, 2025
Waratah Capital Advisors Ltd. History Closed out 0 0 0.16% -100,000 -100.0% Q3 2025 Nov 10, 2025
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -69,744 -100.0% Q3 2025 Nov 13, 2025
Murchinson Ltd. History Closed out 0 0 0.4% -34,600 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -21,042 -100.0% Q3 2025 Nov 14, 2025
Verition Fund Management LLC History Closed out 0 0 0.01% -18,191 -100.0% Q3 2025 Nov 14, 2025
DRW Securities, LLC History Closed out 0 0 0.04% -18,000 -100.0% Q3 2025 Nov 14, 2025
PEAK6 LLC History Closed out 0 0 0.0% -15,000 -100.0% Q3 2025 Mar 30, 2026
CIDEL ASSET MANAGEMENT INC History Closed out 0 0 0.05% -9,000 -100.0% Q3 2025 Nov 07, 2025
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.01% -7,656 -100.0% Q3 2025 Nov 10, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -7,139 -100.0% Q3 2025 Nov 14, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.01% -6,745 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 0.02% -4,499 -100.0% Q3 2025 Nov 14, 2025
SG Americas Securities, LLC History Closed out 0 0 0.0% -3,150 -100.0% Q3 2025 Oct 23, 2025
Quantbot Technologies LP History Closed out 0 0 0.01% -3,136 -100.0% Q3 2025 Nov 12, 2025
Mesirow Financial Investment Management, Inc. History Closed out 0 0 0.0% -3,040 -100.0% Q3 2025 Nov 12, 2025
Canoe Financial LP History Closed out 0 0 0.0% -2,900 -100.0% Q3 2025 Oct 15, 2025
Ascent Group, LLC History Closed out 0 0 0.01% -2,300 -100.0% Q3 2025 Oct 20, 2025
MONETA GROUP INVESTMENT ADVISORS LLC History Closed out 0 0 0.0% -2,296 -100.0% Q3 2025 Nov 14, 2025
KLCM Advisors, Inc. History Closed out 0 0 0.02% -2,271 -100.0% Q3 2025 Nov 13, 2025
Virtus Investment Advisers, LLC History Closed out 0 0 0.05% -1,863 -100.0% Q3 2025 Nov 14, 2025
VAN ECK ASSOCIATES CORP History Closed out 0 0 0.0% -173 -100.0% Q3 2025 Nov 13, 2025
Quarry LP History Closed out 0 0 0.0% -169 -100.0% Q3 2025 Nov 14, 2025
Harvest Fund Management Co., Ltd History Closed out 0 0 0.0% -107 -100.0% Q3 2025 Nov 14, 2025
Coston, McIsaac & Partners History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 05, 2025
ESL Trust Services, LLC History Closed out 0 0 0.0% -65 -100.0% Q3 2025 Nov 04, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -43 -100.0% Q3 2025 Oct 21, 2025
COUNTRY TRUST BANK History Closed out 0 0 0.0% -29 -100.0% Q3 2025 Oct 28, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -28 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -22 -100.0% Q3 2025 Nov 12, 2025
TOTH FINANCIAL ADVISORY CORP History New 11 0 +11 New Q4 2025 Jan 20, 2026
EASTERN BANK History New 7 0 +7 New Q4 2025 Jan 14, 2026
Elyxium Wealth, LLC History New 6 0 +6 New Q4 2025 Feb 05, 2026
Financial Gravity Asset Management, Inc. History Closed out 0 0 -6 -100.0% Q3 2025 Nov 14, 2025
Bear Mountain Capital, Inc. History Closed out 0 0 -6 -100.0% Q3 2025 Nov 12, 2025
Physician Wealth Advisors, Inc. History New 5 0 +5 New Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 5 0 +5 New Q4 2025 Feb 10, 2026
Nemes Rush Group LLC History New 4 0 +4 New Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History New 3 0 +3 New Q4 2025 Feb 06, 2026
CENTRAL TRUST Co History Added to 7 0 +2 40.0% Q4 2025 Feb 02, 2026
HANTZ FINANCIAL SERVICES, INC. History New 1 0 +1 New Q4 2025 Feb 09, 2026
MV CAPITAL MANAGEMENT, INC. History New 1 0 +1 New Q4 2025 Feb 23, 2026
Palisade Asset Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 17, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 03, 2025
RHUMBLINE ADVISERS History No change 7 0 0 0.0% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History No change 10 0 0 0.0% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History No change 11 0 0 0.0% Q4 2025 Jan 05, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 4 0 0 0.0% Q4 2025 Jan 15, 2026
Kilter Group LLC History No change 4 0 0 0.0% Q4 2025 Feb 13, 2026