Innovex International, Inc. - INVX

Detailed investor-level table based on 13F positions.

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
BRANDES INVESTMENT PARTNERS, LP History Reduced 7,656,210 167,441 1.27% 1.14% 1 -1,158 -0.02% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 5,870,559 128,389 0.0% 0.0% 2 -10,742 -0.18% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 4,712,614 103,064 0.0% 0.0% 3 -83,902 -1.75% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,310,537 50,532 0.01% 0.01% 4 +157,265 7.3% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 2,059,468 45,040 0.01% 0.01% 5 -375,340 -15.42% Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 1,981,343 43,331 0.42% 0.37% 6 -52,953 -2.6% Q4 2025 Feb 05, 2026
STATE STREET CORP History Added to 1,601,149 35,017 0.0% 0.0% 7 +11,160 0.7% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 920,861 20,143 0.0% 0.0% 8 +1,231 0.13% Q4 2025 Feb 09, 2026
MetLife Investment Management, LLC History Added to 828,757 18,124 0.09% 0.07% 9 +20,873 2.58% Q4 2025 Feb 12, 2026
VAN ECK ASSOCIATES CORP History Added to 759,142 16,602 0.01% 0.01% 10 +42,626 5.95% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 692,580 15,146 0.0% 0.0% 11 +85,839 14.15% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 660,737 14,450 0.01% 0.0% 12 +570,014 628.3% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 730,400 14,269 0.01% 0.01% 13 -10,557 -1.42% Q4 2025 Feb 13, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History Reduced 631,686 13,814 3.81% 3.46% 14 -2,370 -0.37% Q4 2025 Feb 03, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 585,375 12,802 0.04% 0.03% 15 -77,074 -11.63% Q4 2025 Feb 09, 2026
SG Americas Securities, LLC History New 580,795 12,702 0.02% 16 +580,795 New Q4 2025 Jan 09, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 551,703 12,065 0.04% 0.03% 17 -8,780 -1.57% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 487,719 10,666 0.22% 0.18% 18 +26,663 5.78% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 436,476 9,545 0.0% 0.0% 19 -23,146 -5.04% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 404,823 8,853 0.0% 0.0% 20 -17,111 -4.06% Q4 2025 Feb 17, 2026
GENDELL JEFFREY L History Added to 392,311 8,579 0.15% 0.07% 21 +199,099 103.05% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 374,633 8,193 0.0% 0.0% 22 +30,451 8.85% Q4 2025 Feb 19, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 364,031 7,961 0.0% 0.0% 23 +2,109 0.58% Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 352,600 7,711 0.05% 24 +352,600 New Q4 2025 Feb 05, 2026
BANK OF AMERICA CORP /DE/ History Added to 323,087 7,065 0.0% 0.0% 25 +243,314 305.01% Q4 2025 Feb 17, 2026
HEARTLAND ADVISORS INC History Added to 300,000 6,561 0.35% 0.2% 26 +100,000 50.0% Q4 2025 Feb 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 282,896 6,186 0.0% 0.0% 27 +164,251 138.44% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History New 266,162 5,820 0.21% 28 +266,162 New Q4 2025 Feb 02, 2026
Pacer Advisors, Inc. History Reduced 261,792 5,725 0.01% 0.02% 29 -126,731 -32.62% Q4 2025 Feb 24, 2026
Bank of New York Mellon Corp History Added to 256,607 5,611 0.0% 0.0% 30 +24,934 10.76% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 235,855 5,158 0.0% 0.0% 31 +15,444 7.01% Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Added to 228,844 5,004 0.0% 0.0% 32 +3,543 1.57% Q4 2025 Feb 17, 2026
De Lisle Partners LLP History Added to 228,091 4,991 0.64% 0.5% 33 +9,500 4.35% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 212,229 4,641 0.0% 0.0% 34 -9,644 -4.35% Q4 2025 Feb 13, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Added to 210,978 4,614 0.66% 0.44% 35 +41,800 24.71% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 201,668 4,410 0.0% 0.0% 36 -27,219 -11.89% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History New 169,776 3,712 0.04% 37 +169,776 New Q4 2025 Feb 13, 2026
Bridge City Capital, LLC History Reduced 169,540 3,707 1.09% 0.96% 38 -23,761 -12.29% Q4 2025 Feb 13, 2026
Simcoe Capital LLC History New 165,756 3,625 3.41% 39 +165,756 New Q4 2025 Feb 04, 2026
CITIGROUP INC History Reduced 159,931 3,497 0.0% 0.0% 40 -37,089 -18.82% Q4 2025 Feb 13, 2026
Dean Capital Management History Added to 143,490 3,138 1.34% 1.01% 41 +3,834 2.75% Q4 2025 Feb 20, 2026
BESSEMER GROUP INC History New 134,153 2,934 0.0% 42 +134,153 New Q4 2025 Feb 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 133,475 2,919 0.01% 0.01% 43 -16,785 -11.17% Q4 2025 Feb 13, 2026
Lesa Sroufe & Co History Added to 121,535 2,658 1.98% 1.72% 44 +6,555 5.7% Q4 2025 Jan 22, 2026
RHUMBLINE ADVISERS History Reduced 109,459 2,393 0.0% 0.0% 45 -7,153 -6.13% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 109,203 2,388 0.0% 0.0% 46 +17,364 18.91% Q4 2025 Mar 25, 2026
Legal & General Group Plc History Reduced 103,920 2,272 0.0% 0.0% 47 -2,047 -1.93% Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History Added to 101,044 2,209 0.0% 0.0% 48 +85,030 530.97% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 100,962 2,208 0.0% 0.0% 49 -30,608 -23.26% Q4 2025 Jan 29, 2026
Legato Capital Management LLC History Reduced 98,829 2,161 0.19% 0.27% 50 -33,344 -25.23% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 95,619 2,091 0.0% 0.0% 51 +6,315 7.07% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 92,565 2,024 0.0% 0.0% 52 +15,812 20.6% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 83,881 1,834 0.0% 0.0% 53 +16,893 25.22% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 74,070 1,619 0.0% 0.0% 54 +2,606 3.65% Q4 2025 Feb 13, 2026
Swiss National Bank History No change 73,600 1,609 0.0% 0.0% 55 0 0.0% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Reduced 67,423 1,474 0.01% 0.01% 56 -15,878 -19.06% Q4 2025 Jan 29, 2026
ExodusPoint Capital Management, LP History New 62,751 1,372 0.01% 57 +62,751 New Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 61,073 1,336 0.0% 0.0% 58 -2,427 -3.82% Q4 2025 Jan 30, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 60,912 1,332 0.0% 0.0% 59 +22,144 57.12% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 60,458 1,322 0.0% 0.0% 60 +5,640 10.29% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 56,369 1,232 0.0% 0.0% 61 +14,950 36.09% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 54,484 1,191 0.0% 0.0% 62 +3,794 7.48% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 53,785 1,176 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 12, 2026
GeoSphere Capital Management, LLC History Reduced 50,000 1,093 0.36% 1.41% 64 -50,000 -50.0% Q4 2025 Feb 09, 2026
LPL Financial LLC History Added to 47,453 1,037 0.0% 0.0% 65 +8,727 22.54% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 45,543 996 0.0% 0.0% 66 +19,765 76.67% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 44,108 964 0.0% 0.0% 67 +5,063 12.97% Q4 2025 Feb 10, 2026
New Age Alpha Advisors, LLC History Reduced 43,807 958 0.04% 0.06% 68 -30,259 -40.85% Q4 2025 Feb 09, 2026
WELLS FARGO & COMPANY/MN History Added to 43,498 951 0.0% 0.0% 69 +13,715 46.05% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 42,859 937 0.0% 70 +42,859 New Q4 2025 Feb 12, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 42,000 918 0.22% 71 +42,000 New Q4 2025 Feb 02, 2026
CITADEL ADVISORS LLC History Added to 41,728 912 0.0% 0.0% 72 +22,428 116.21% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 41,549 908 0.0% 0.0% 73 -4,665 -10.09% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 40,705 890 0.01% 0.01% 74 -1,086 -2.6% Q4 2025 Feb 05, 2026
PRUDENTIAL FINANCIAL INC History Reduced 37,257 814 0.0% 0.0% 75 -2,728 -6.82% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 35,150 768 0.0% 0.0% 76 -2,584 -6.85% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History New 31,114 680 0.0% 77 +31,114 New Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 30,685 671 0.0% 0.0% 78 +15,326 99.79% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 29,180 638 0.0% 79 +29,180 New Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 28,831 630 0.02% 0.02% 80 -3,970 -12.1% Q4 2025 Jan 30, 2026
Horizon Investments, LLC History New 28,140 615 0.01% 81 +28,140 New Q4 2025 Feb 02, 2026
CenterBook Partners LP History Reduced 27,793 607 0.03% 0.17% 82 -153,610 -84.68% Q4 2025 Feb 11, 2026
ALPS ADVISORS INC History Added to 27,670 605 0.0% 0.0% 83 +230 0.84% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History New 27,440 600 0.0% 84 +27,440 New Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 26,915 588 0.03% 85 +26,915 New Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 26,524 580 0.0% 0.0% 86 -1,263 -4.55% Q4 2025 Feb 05, 2026
JPMORGAN CHASE & CO History Reduced 24,278 530 0.0% 0.0% 87 -5,730 -19.09% Q4 2025 Feb 11, 2026
&PARTNERS History Added to 24,220 529 0.0% 0.0% 88 +1,587 7.01% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Reduced 20,301 504 0.0% 0.0% 89 -11,375 -35.91% Q4 2025 Feb 18, 2026
Sterling Capital Management LLC History Reduced 22,896 500 0.01% 0.01% 90 -420 -1.8% Q4 2025 Feb 13, 2026
Creative Planning History Added to 22,768 497 0.0% 0.0% 91 +1,838 8.78% Q4 2025 Feb 17, 2026
Round Rock Advisors LLC History Added to 22,637 495 0.07% 0.05% 92 +7,927 53.89% Q4 2025 Jan 27, 2026
State of Alaska, Department of Revenue History Added to 22,199 485 0.01% 0.0% 93 +255 1.16% Q4 2025 Jan 23, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 22,021 482 0.0% 0.0% 94 +1,688 8.3% Q4 2025 Feb 17, 2026
AVIVA PLC History Reduced 21,565 471 0.0% 0.0% 95 -6,626 -23.5% Q4 2025 Feb 12, 2026
Inspire Investing, LLC History Reduced 21,354 467 0.04% 0.04% 96 -3,317 -13.44% Q4 2025 Feb 17, 2026
Illinois Municipal Retirement Fund History Reduced 20,038 438 0.01% 0.0% 97 -930 -4.44% Q4 2025 Feb 11, 2026
ROYCE & ASSOCIATES LP History New 18,995 415 0.0% 98 +18,995 New Q4 2025 Feb 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 18,002 393 0.0% 0.0% 99 -209 -1.15% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,714 387 0.0% 0.0% 100 -10,136 -36.39% Q4 2025 Feb 10, 2026
Louisiana State Employees Retirement System History No change 17,700 387 0.01% 0.01% 101 0 0.0% Q4 2025 Jan 16, 2026
Campbell & CO Investment Adviser LLC History New 17,527 383 0.02% 102 +17,527 New Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Added to 17,134 374 0.0% 0.0% 103 +5,863 52.02% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 16,855 368 0.04% 0.03% 104 +3,580 26.97% Q4 2025 Feb 11, 2026
Hennion & Walsh Asset Management, Inc. History Added to 16,466 360 0.01% 0.01% 105 +5,248 46.78% Q4 2025 Jan 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 16,351 357 0.0% 106 +16,351 New Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History No change 15,814 345 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 03, 2026
JANUS HENDERSON GROUP PLC History No change 15,221 333 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History No change 14,511 317 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 11, 2026
FMR LLC History Added to 13,752 300 0.0% 0.0% 110 +1,105 8.74% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 13,654 298 0.0% 0.0% 111 -761 -5.28% Q4 2025 Jan 29, 2026
XTX Topco Ltd History New 13,441 293 0.01% 112 +13,441 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 13,300 290 0.0% 0.0% 113 -500 -3.62% Q4 2025 Jan 29, 2026
MQS Management LLC History New 13,159 287 0.17% 114 +13,159 New Q4 2025 Feb 09, 2026
LEUTHOLD GROUP, LLC History New 12,902 282 0.03% 115 +12,902 New Q4 2025 Feb 05, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 12,000 262 0.0% 0.0% 116 -200 -1.64% Q4 2025 Feb 04, 2026
OLD NATIONAL BANCORP /IN/ History Added to 11,755 257 0.0% 0.0% 117 +44 0.38% Q4 2025 Jan 28, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,360 253 0.0% 0.0% 118 -1,473 -12.45% Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History Reduced 11,506 251 0.01% 0.01% 119 -5,494 -32.32% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 11,349 248 0.0% 120 +11,349 New Q4 2025 Jan 16, 2026
AMALGAMATED BANK History Reduced 11,199 245 0.0% 0.0% 121 -60 -0.53% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 11,040 241 0.0% 0.0% 122 -143 -1.28% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 11,358 234 0.0% 0.0% 123 -197 -1.7% Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,716 234 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 10,566 231 0.0% 0.0% 125 -660 -5.88% Q4 2025 Jan 28, 2026
JUPITER ASSET MANAGEMENT LTD History New 10,448 228 0.0% 126 +10,448 New Q4 2025 Feb 10, 2026
NATIXIS History New 10,000 218 0.0% 127 +10,000 New Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Reduced 10,000 218 0.0% 0.0% 128 -173 -1.7% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 9,736 212 0.0% 129 +9,736 New Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 9,526 209 0.0% 0.0% 130 0 0.0% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 9,556 208 0.0% 131 +9,556 New Q4 2025 Feb 10, 2026
Brevan Howard Capital Management LP History New 9,472 207 0.0% 132 +9,472 New Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 8,852 193 0.0% 0.0% 133 +200 2.31% Q4 2025 Feb 04, 2026
KLP KAPITALFORVALTNING AS History Reduced 8,100 177 0.0% 0.0% 134 -1,600 -16.49% Q4 2025 Jan 28, 2026
Quantbot Technologies LP History Reduced 7,188 157 0.01% 0.02% 135 -31,148 -81.25% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,733 147 0.0% 0.0% 136 0 0.0% Q4 2025 Jan 27, 2026
Ensign Peak Advisors, Inc History Reduced 6,208 135 0.0% 0.0% 137 -11,450 -64.84% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,810 127 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History New 4,694 102 0.0% 139 +4,694 New Q4 2025 Feb 06, 2026
CWM, LLC History Added to 4,486 98 0.0% 0.0% 140 +383 9.33% Q4 2025 Jan 26, 2026
Aquatic Capital Management LLC History Added to 3,768 82 0.0% 0.0% 141 +3,638 2798.46% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 3,578 78 0.0% 0.0% 142 +1,911 114.64% Q4 2025 Feb 17, 2026
Covestor Ltd History Added to 3,284 72 0.04% 0.02% 143 +1,436 77.71% Q4 2025 Feb 06, 2026
Ameritas Investment Partners, Inc. History No change 3,240 70 0.0% 0.0% 144 0 0.0% Q4 2025 Feb 11, 2026
AlphaQuest LLC History Reduced 2,872 62 0.0% 0.02% 145 -12,067 -80.78% Q4 2025 Feb 09, 2026
Aster Capital Management (DIFC) Ltd History New 2,523 55 0.02% 147 +2,523 New Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 2,499 55 0.0% 0.0% 146 +348 16.18% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,328 50 0.0% 0.0% 148 +5 0.22% Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,037 45 0.0% 0.0% 149 +538 35.89% Q4 2025 Feb 13, 2026
STRS OHIO History New 2,000 43 0.0% 150 +2,000 New Q4 2025 Feb 02, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1,807 39 0.03% 0.02% 151 0 0.0% Q4 2025 Feb 05, 2026
Central Pacific Bank - Trust Division History Reduced 1,500 32 0.0% 0.01% 153 -3,000 -66.67% Q4 2025 Jan 07, 2026
GAMMA Investing LLC History Added to 1,500 32 0.0% 0.0% 152 +265 21.46% Q4 2025 Jan 05, 2026
US BANCORP \DE\ History Added to 1,203 26 0.0% 0.0% 154 +80 7.12% Q4 2025 Jan 30, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 787 17 0.0% 0.0% 155 +56 7.66% Q4 2025 Jan 15, 2026
EverSource Wealth Advisors, LLC History Added to 740 16 0.0% 0.0% 157 +377 103.86% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Reduced 764 16 0.0% 0.0% 156 -54 -6.6% Q4 2025 Feb 02, 2026
Pinnacle Wealth Planning Services, Inc. History New 650 14 0.0% 158 +650 New Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History No change 662 14 0.0% 0.0% 159 0 0.0% Q4 2025 Jan 08, 2026
Rockefeller Capital Management L.P. History Added to 487 10 0.0% 0.0% 160 +261 115.49% Q4 2025 Mar 16, 2026
SIMPLEX TRADING, LLC History Reduced 416 9 0.0% 0.0% 161 -138 -24.91% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 321 7 0.0% 163 +305 1906.25% Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History No change 330 7 0.0% 0.0% 162 0 0.0% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History No change 278 6 0.0% 0.0% 164 0 0.0% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History No change 253 5 0.0% 0.0% 165 0 0.0% Q4 2025 Jan 07, 2026
GROUP ONE TRADING LLC History Reduced 200 4 0.0% 0.0% 166 -7,300 -97.33% Q4 2025 Feb 12, 2026
UMB Bank, n.a. History Added to 226 4 0.0% 0.0% 167 +5 2.26% Q4 2025 Feb 13, 2026
Quarry LP History New 170 3 0.0% 170 +170 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 153 3 0.0% 168 +153 New Q4 2025 Feb 05, 2026
Larson Financial Group LLC History No change 167 3 0.0% 0.0% 169 0 0.0% Q4 2025 Feb 06, 2026
Wilmington Savings Fund Society, FSB History No change 102 2 0.0% 0.0% 171 0 0.0% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History No change 101 2 0.0% 0.0% 172 0 0.0% Q4 2025 Jan 28, 2026
ROTHSCHILD INVESTMENT LLC History Added to 91 1 0.0% 0.0% 173 +16 21.33% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History No change 50 1 0.0% 174 0 0.0% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 67 1 0.0% 0.0% 175 0 0.0% Q4 2025 Jan 20, 2026
Empowered Funds, LLC History Closed out 0 0 0.05% -286,256 -100.0% Q3 2025 Nov 13, 2025
Acuitas Investments, LLC History Closed out 0 0 2.21% -185,353 -100.0% Q3 2025 Nov 18, 2025
Freestone Grove Partners LP History Closed out 0 0 0.01% -81,810 -100.0% Q3 2025 Nov 14, 2025
THOMIST CAPITAL MANAGEMENT, LP History Closed out 0 0 0.22% -60,909 -100.0% Q3 2025 Nov 14, 2025
Oppenheimer & Close, LLC History Closed out 0 0 0.55% -44,325 -100.0% Q3 2025 Nov 10, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -30,471 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 2.35% -27,322 -100.0% Q3 2025 Dec 09, 2025
Numerai GP LLC History Closed out 0 0 0.04% -15,206 -100.0% Q3 2025 Nov 14, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -14,116 -100.0% Q3 2025 Nov 13, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.02% -10,612 -100.0% Q3 2025 Nov 14, 2025
Westfuller Advisors, LLC History Closed out 0 0 0.02% -2,850 -100.0% Q3 2025 Oct 30, 2025
Arax Advisory Partners History Reduced 6 0 0.0% -1,737 -99.66% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 11 0 0.0% -328 -96.76% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -216 -100.0% Q3 2025 Nov 12, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -151 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -94 -100.0% Q3 2025 Nov 10, 2025
HUNTINGTON NATIONAL BANK History Closed out 0 0 -34 -100.0% Q3 2025 Nov 12, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 -24 -100.0% Q3 2025 Nov 19, 2025
ASSETMARK, INC History New 14 0 +14 New Q4 2025 Jan 23, 2026
Clearstead Trust, LLC History Closed out 0 0 -14 -100.0% Q3 2025 Nov 10, 2025
CIBC Private Wealth Group LLC History New 9 0 +9 New Q4 2025 Feb 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 6 0 +6 New Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 26 0 +4 18.18% Q4 2025 Feb 06, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 13, 2025
Ankerstar Wealth, LLC History New 3 0 +3 New Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 13 0 0 0.0% Q4 2025 Feb 17, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 23 0 0 0.0% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History No change 6 0 0 0.0% Q4 2025 Feb 20, 2026
Physician Wealth Advisors, Inc. History No change 43 0 0 0.0% Q4 2025 Jan 29, 2026
Cornerstone Planning Group LLC History No change 36 0 0 0.0% Q4 2025 Feb 02, 2026