ORIX CORP - IX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 50 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 5,514,328 | 161,128 | 0.01% | 0.01% | 1 | +607,896 | 12.39% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 5,117,942 | 149,546 | 0.01% | 0.01% | 2 | +74,473 | 1.48% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,868,230 | 83,809 | 0.01% | 0.0% | 3 | +492,952 | 20.75% | Q4 2025 | Feb 17, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 1,827,626 | 53,403 | 1.04% | 0.98% | 4 | -19,388 | -1.05% | Q4 2025 | Feb 09, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,147,000 | 33,515 | 0.25% | 0.23% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,068,176 | 31,212 | 0.0% | 0.0% | 6 | -21,437 | -1.97% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 906,743 | 26,495 | 0.0% | 0.0% | 7 | -27,697 | -2.96% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 794,676 | 23,220 | 0.05% | 0.04% | 8 | +166,567 | 26.52% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 762,050 | 22,267 | 0.01% | 0.01% | 9 | +122,745 | 19.2% | Q4 2025 | Feb 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 334,998 | 9,788 | 0.36% | 0.32% | 10 | +20,088 | 6.38% | Q4 2025 | Jan 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 284,170 | 8,303 | 0.0% | 0.0% | 11 | +65,067 | 29.7% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 248,110 | 7,249 | 0.04% | 0.04% | 12 | +10,627 | 4.47% | Q4 2025 | Feb 11, 2026 |
| Henry James International Management Inc. | History | Reduced | 200,785 | 5,866 | 1.85% | 1.91% | 13 | -38,759 | -16.18% | Q4 2025 | Feb 17, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 199,349 | 5,824 | 0.92% | 0.81% | 14 | +2,405 | 1.22% | Q4 2025 | Jan 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 181,361 | 5,299 | 0.05% | 0.06% | 15 | -26,508 | -12.75% | Q4 2025 | Feb 13, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 176,395 | 5,154 | 0.26% | 0.17% | 16 | -58,684 | -24.96% | Q4 2025 | Jan 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 163,944 | 4,790 | 0.01% | 0.01% | 17 | -15,926 | -8.85% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 158,513 | 4,631 | 0.0% | 0.0% | 18 | -10,588 | -6.26% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 153,268 | 4,478 | 0.01% | 0.01% | 19 | -827 | -0.54% | Q4 2025 | Feb 18, 2026 |
| SEI INVESTMENTS CO | History | Added to | 142,198 | 4,154 | 0.0% | 0.0% | 20 | +7,981 | 5.95% | Q4 2025 | Feb 13, 2026 |
| Calamos Wealth Management LLC | History | New | 140,402 | 4,102 | 0.14% | — | 21 | +140,402 | New | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 132,107 | 3,860 | 0.0% | 0.0% | 22 | +28,292 | 27.25% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 128,425 | 3,752 | 0.0% | 0.0% | 23 | +4,201 | 3.38% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 125,118 | 3,655 | 0.0% | 0.0% | 24 | +33 | 0.03% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 124,709 | 3,643 | 0.04% | 0.04% | 25 | +8,737 | 7.53% | Q4 2025 | Feb 02, 2026 |
| Pathstone Holdings, LLC | History | New | 122,134 | 3,568 | 0.01% | — | 26 | +122,134 | New | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 120,484 | 3,520 | 0.05% | 0.05% | 27 | -13,657 | -10.18% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 113,716 | 3,322 | 0.0% | 0.0% | 28 | -17,793 | -13.53% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Reduced | 107,107 | 3,129 | 0.0% | 0.01% | 29 | -16,277 | -13.19% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | Added to | 102,703 | 3,000 | 0.06% | 0.04% | 30 | +51,282 | 99.73% | Q4 2025 | Feb 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 93,262 | 2,725 | 0.2% | 0.19% | 31 | -3 | -0.0% | Q4 2025 | Feb 04, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 84,816 | 2,479 | 0.17% | 0.2% | 32 | -24,315 | -22.28% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 81,636 | 2,385 | 0.0% | 0.0% | 33 | +1,436 | 1.79% | Q4 2025 | Mar 25, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 78,687 | 2,299 | 0.04% | 0.04% | 34 | +891 | 1.15% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 73,134 | 2,136 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 72,885 | 2,129 | 0.04% | 0.06% | 36 | +59,485 | 443.92% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 71,493 | 2,089 | 0.01% | 0.01% | 37 | -22,420 | -23.87% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 70,221 | 2,052 | 0.0% | 0.0% | 38 | +10,791 | 18.16% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 66,989 | 1,957 | 0.04% | 0.04% | 39 | +26,815 | 66.75% | Q4 2025 | Feb 11, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Reduced | 66,400 | 1,940 | 0.45% | 0.5% | 40 | -17,300 | -20.67% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 66,186 | 1,933 | 0.04% | 0.07% | 41 | -11,521 | -14.83% | Q4 2025 | Feb 05, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 65,395 | 1,910 | 0.25% | 0.23% | 42 | -1,242 | -1.86% | Q4 2025 | Feb 10, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 65,200 | 1,905 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 63,321 | 1,850 | 0.48% | 0.33% | 44 | +17,040 | 36.82% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Added to | 61,980 | 1,811 | 0.01% | 0.01% | 45 | +7,205 | 13.15% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | New | 61,812 | 1,806 | 0.03% | — | 46 | +61,812 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 60,908 | 1,779 | 0.0% | 0.0% | 47 | +3,526 | 6.14% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 57,060 | 1,667 | 0.0% | 0.0% | 48 | +3,096 | 5.74% | Q4 2025 | Feb 06, 2026 |
| DGS Capital Management, LLC | History | Added to | 55,225 | 1,613 | 0.28% | 0.26% | 49 | +1,291 | 2.39% | Q4 2025 | Feb 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 54,955 | 1,605 | 0.0% | 0.0% | 50 | +4,374 | 8.65% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 54,225 | 1,584 | 0.01% | 0.01% | 51 | +1,821 | 3.47% | Q4 2025 | Feb 12, 2026 |
| Ativo Capital Management LLC | History | Reduced | 51,158 | 1,494 | 1.31% | 1.2% | 52 | -3,393 | -6.22% | Q4 2025 | Feb 02, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 50,472 | 1,474 | 0.02% | 0.02% | 53 | +4,267 | 9.23% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 46,343 | 1,354 | 0.0% | 0.0% | 54 | +11,750 | 33.97% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 44,060 | 1,287 | 0.0% | 0.0% | 55 | +3,192 | 7.81% | Q4 2025 | Feb 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 42,163 | 1,232 | 0.06% | 0.1% | 56 | -9,403 | -18.23% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 40,906 | 1,196 | 0.0% | — | 57 | +40,906 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 40,478 | 1,182 | 0.0% | — | 58 | +40,478 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 39,409 | 1,151 | 0.0% | 0.0% | 59 | -681 | -1.7% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Reduced | 37,375 | 1,092 | 0.01% | 0.01% | 60 | -62 | -0.17% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 35,794 | 1,045 | 0.0% | 0.0% | 61 | +1,231 | 3.56% | Q4 2025 | Feb 02, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 35,279 | 1,030 | 0.0% | 0.0% | 62 | +6,316 | 21.81% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 35,114 | 1,026 | 0.0% | 0.0% | 63 | +367 | 1.06% | Q4 2025 | Mar 09, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 34,107 | 996 | 0.0% | — | 64 | +34,107 | New | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 32,556 | 951 | 0.0% | 0.0% | 65 | -21,299 | -39.55% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 32,456 | 948 | 0.0% | 0.0% | 66 | +1,172 | 3.75% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | No change | 32,135 | 938 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 31,512 | 920 | 0.0% | 0.0% | 68 | +1,505 | 5.02% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 29,795 | 870 | 0.04% | 0.03% | 69 | +6,156 | 26.04% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 29,166 | 852 | 0.0% | 0.0% | 70 | +21,191 | 265.72% | Q4 2025 | Feb 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 28,910 | 844 | 0.27% | 0.27% | 71 | -1,075 | -3.59% | Q4 2025 | Jan 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 28,114 | 829 | 0.0% | 0.0% | 72 | +1,947 | 7.44% | Q4 2025 | Jan 15, 2026 |
| Caprock Group, LLC | History | Added to | 27,977 | 817 | 0.02% | 0.02% | 73 | +2,567 | 10.1% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 26,764 | 782 | 0.0% | 0.0% | 74 | +11,610 | 76.61% | Q4 2025 | Jan 29, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 26,751 | 781 | 0.01% | 0.01% | 75 | +3,209 | 13.63% | Q4 2025 | Feb 10, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 26,319 | 769 | 0.05% | 0.05% | 76 | +1,018 | 4.02% | Q4 2025 | Jan 13, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 26,193 | 765 | 0.12% | 0.09% | 77 | +2,968 | 12.78% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 25,330 | 740 | 0.0% | 0.0% | 78 | +564 | 2.28% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 24,652 | 725 | 0.01% | 0.01% | 79 | +4,698 | 23.54% | Q4 2025 | Jan 23, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 24,810 | 724 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plan A Wealth LLC | History | Added to | 24,318 | 710 | 0.35% | 0.3% | 81 | +1,396 | 6.09% | Q4 2025 | Feb 06, 2026 |
| Investment Research Partners LLC | History | Reduced | 23,608 | 689 | 0.3% | 0.26% | 82 | -48 | -0.2% | Q4 2025 | Feb 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 23,536 | 687 | 0.04% | 0.03% | 83 | +2,153 | 10.07% | Q4 2025 | Jan 21, 2026 |
| Neuberger Berman Group LLC | History | Added to | 21,940 | 641 | 0.0% | 0.0% | 84 | +823 | 3.9% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,101 | 616 | 0.0% | 0.0% | 85 | +2,144 | 11.31% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,783 | 607 | 0.02% | 0.02% | 86 | +1,194 | 6.1% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 20,485 | 598 | 0.01% | 0.0% | 87 | +19,041 | 1318.63% | Q4 2025 | Feb 06, 2026 |
| Summit Global Investments | History | Reduced | 20,036 | 585 | 0.03% | 0.04% | 88 | -3,151 | -13.59% | Q4 2025 | Feb 18, 2026 |
| SG Trading Solutions, LLC | History | New | 19,731 | 577 | 0.13% | — | 89 | +19,731 | New | Q4 2025 | Feb 24, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 19,347 | 565 | 0.03% | 0.01% | 90 | +7,552 | 64.03% | Q4 2025 | Jan 22, 2026 |
| Compound Planning, Inc. | History | Added to | 18,756 | 548 | 0.02% | 0.01% | 91 | +1,867 | 11.05% | Q4 2025 | Feb 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,398 | 538 | 0.0% | 0.0% | 92 | +874 | 4.99% | Q4 2025 | Jan 05, 2026 |
| GLENMEDE TRUST CO NA | History | New | 18,210 | 532 | 0.0% | — | 93 | +18,210 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 18,161 | 530 | 0.0% | 0.0% | 94 | -425 | -2.29% | Q4 2025 | Feb 18, 2026 |
| Versant Capital Management, Inc | History | Added to | 17,387 | 508 | 0.06% | 0.05% | 95 | +2,170 | 14.26% | Q4 2025 | Jan 08, 2026 |
| Trexquant Investment LP | History | Added to | 16,886 | 493 | 0.0% | 0.0% | 96 | +4,028 | 31.33% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 16,745 | 489 | 0.01% | 0.01% | 97 | -5 | -0.03% | Q4 2025 | Jan 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 16,494 | 481 | 0.01% | 0.01% | 98 | +1,456 | 9.68% | Q4 2025 | Jan 27, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 16,135 | 471 | 0.02% | 0.02% | 99 | +550 | 3.53% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 16,064 | 469 | 0.0% | 0.0% | 100 | -83 | -0.51% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | No change | 17,197 | 454 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 15,397 | 449 | 0.0% | — | 102 | +15,397 | New | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 15,256 | 445 | 0.0% | 0.0% | 103 | +1,952 | 14.67% | Q4 2025 | Feb 10, 2026 |
| Naviter Wealth, LLC | History | Reduced | 14,877 | 434 | 0.06% | 0.05% | 104 | -1,381 | -8.49% | Q4 2025 | Jan 21, 2026 |
| Ethic Inc. | History | Added to | 14,731 | 430 | 0.01% | 0.01% | 105 | +1,052 | 7.69% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 14,684 | 429 | 0.0% | 0.0% | 106 | +863 | 6.24% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | Reduced | 14,381 | 420 | 0.03% | 0.03% | 107 | -323 | -2.2% | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 14,369 | 419 | 0.0% | 0.0% | 108 | -276 | -1.88% | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Reduced | 14,017 | 409 | 0.0% | 0.0% | 109 | -3,674 | -20.77% | Q4 2025 | Jan 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 13,383 | 391 | 0.01% | — | 110 | +13,383 | New | Q4 2025 | Jan 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,163 | 384 | 0.0% | 0.0% | 111 | +1,900 | 16.87% | Q4 2025 | Jan 28, 2026 |
| PDS Planning, Inc | History | Added to | 12,876 | 376 | 0.03% | 0.02% | 112 | +1,589 | 14.08% | Q4 2025 | Jan 26, 2026 |
| Optas, LLC | History | Added to | 12,894 | 376 | 0.06% | 0.05% | 113 | +1,570 | 13.86% | Q4 2025 | Jan 27, 2026 |
| Verition Fund Management LLC | History | New | 12,734 | 372 | 0.0% | — | 114 | +12,734 | New | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 12,225 | 370 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 12,598 | 368 | 0.02% | 0.02% | 116 | +178 | 1.43% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,179 | 355 | 0.0% | 0.0% | 117 | -40,311 | -76.8% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 12,033 | 351 | 0.07% | 0.08% | 118 | +1,032 | 9.38% | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | New | 11,374 | 336 | 0.02% | — | 119 | +11,374 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,491 | 335 | 0.0% | 0.0% | 120 | -178 | -1.53% | Q4 2025 | Feb 17, 2026 |
| Net Worth Advisory Group | History | Added to | 11,136 | 325 | 0.07% | 0.08% | 121 | +389 | 3.62% | Q4 2025 | Jan 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 10,700 | 312 | 0.0% | — | 122 | +10,700 | New | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 10,582 | 309 | 0.01% | 0.01% | 123 | +154 | 1.48% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 10,254 | 299 | 0.03% | 0.03% | 124 | -291 | -2.76% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 9,515 | 278 | 0.01% | 0.01% | 125 | +1,627 | 20.63% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 9,222 | 271 | 0.01% | 0.01% | 126 | +758 | 8.96% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9,232 | 269 | 0.0% | 0.0% | 127 | -20 | -0.22% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | New | 9,106 | 266 | 0.06% | — | 128 | +9,106 | New | Q4 2025 | Feb 17, 2026 |
| PALLADIEM, LLC | History | New | 8,957 | 263 | 0.25% | — | 129 | +8,957 | New | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,604 | 251 | 0.0% | 0.0% | 130 | +398 | 4.85% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,527 | 249 | 0.0% | 0.0% | 131 | +337 | 4.11% | Q4 2025 | Feb 02, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,973 | 232 | 0.0% | — | 134 | +7,973 | New | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 7,957 | 232 | 0.02% | — | 133 | +7,957 | New | Q4 2025 | Feb 05, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 7,964 | 232 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 7,871 | 229 | 0.04% | 0.04% | 135 | -206 | -2.55% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Reduced | 7,545 | 220 | 0.0% | 0.0% | 136 | -735 | -8.88% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | New | 7,348 | 214 | 0.0% | — | 137 | +7,348 | New | Q4 2025 | Feb 05, 2026 |
| D'Orazio & Associates, Inc. | History | New | 7,301 | 213 | 0.03% | — | 138 | +7,301 | New | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,265 | 212 | 0.0% | 0.0% | 139 | +2,549 | 54.05% | Q4 2025 | Feb 09, 2026 |
| Ballentine Partners, LLC | History | New | 7,246 | 211 | 0.0% | — | 140 | +7,246 | New | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 7,071 | 206 | 0.0% | — | 141 | +7,071 | New | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 7,029 | 205 | 0.01% | — | 142 | +7,029 | New | Q4 2025 | Feb 12, 2026 |
| EWA, LLC | History | New | 6,984 | 204 | 0.05% | — | 143 | +6,984 | New | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Added to | 6,701 | 195 | 0.01% | 0.01% | 144 | +427 | 6.81% | Q4 2025 | Jan 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,548 | 162 | 0.0% | 0.0% | 145 | +2,155 | 63.51% | Q4 2025 | Mar 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,283 | 154 | 0.0% | 0.0% | 146 | -15,283 | -74.31% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,799 | 140 | 0.01% | 0.01% | 147 | -798 | -14.26% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,619 | 105 | 0.0% | 0.0% | 148 | -545 | -13.09% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,296 | 96 | 0.0% | 0.0% | 149 | -2,749 | -45.48% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,212 | 93 | 0.0% | 0.0% | 150 | +1,160 | 56.53% | Q4 2025 | Jan 23, 2026 |
| Cromwell Holdings LLC | History | No change | 3,050 | 89 | 0.05% | 0.04% | 151 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Reduced | 2,048 | 59 | 0.0% | 0.0% | 152 | -6,185 | -75.12% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 1,823 | 53 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brentview Investment Management LLC | History | No change | 1,760 | 51 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | New | 1,603 | 46 | 0.0% | — | 155 | +1,603 | New | Q4 2025 | Feb 17, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,545 | 45 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Addison Advisors LLC | History | Reduced | 1,537 | 44 | 0.01% | 0.01% | 157 | -250 | -13.99% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,494 | 43 | 0.0% | 0.0% | 158 | -3,003 | -66.78% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,402 | 40 | 0.0% | 0.0% | 159 | -132 | -8.6% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,198 | 35 | 0.0% | — | 160 | +1,198 | New | Q4 2025 | Feb 13, 2026 |
| V-Square Quantitative Management LLC | History | New | 1,149 | 33 | 0.0% | — | 161 | +1,149 | New | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 1,033 | 30 | 0.0% | — | 162 | +1,033 | New | Q4 2025 | Feb 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 968 | 28 | 0.0% | — | 164 | +968 | New | Q4 2025 | Feb 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 965 | 28 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 905 | 26 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Added to | 852 | 25 | 0.0% | 0.0% | 166 | +530 | 164.6% | Q4 2025 | Feb 05, 2026 |
| Manchester Capital Management LLC | History | Added to | 790 | 23 | 0.0% | 0.0% | 167 | +720 | 1028.57% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 744 | 22 | 0.0% | 0.0% | 168 | +271 | 57.29% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Added to | 725 | 21 | 0.0% | 0.0% | 170 | +298 | 69.79% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | No change | 740 | 21 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 685 | 20 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 664 | 19 | 0.0% | 0.0% | 172 | +31 | 4.9% | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 590 | 17 | 0.02% | — | 173 | +590 | New | Q4 2025 | Mar 05, 2026 |
| Sound Income Strategies, LLC | History | New | 544 | 16 | 0.0% | — | 174 | +544 | New | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 530 | 15 | 0.0% | 0.0% | 175 | -220 | -29.33% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Added to | 516 | 15 | 0.0% | 0.0% | 176 | +161 | 45.35% | Q4 2025 | Jan 08, 2026 |
| SageView Advisory Group, LLC | History | New | 495 | 14 | 0.0% | — | 179 | +495 | New | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 483 | 14 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | No change | 495 | 14 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 500 | 14 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 475 | 13 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 417 | 12 | 0.0% | 0.0% | 182 | -70 | -14.37% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 390 | 11 | 0.0% | 0.0% | 183 | +30 | 8.33% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 314 | 9 | 0.0% | — | 186 | +314 | New | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 342 | 9 | 0.0% | 0.0% | 185 | +153 | 80.95% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 320 | 9 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SHP Wealth Management | History | New | 278 | 8 | 0.0% | — | 189 | +278 | New | Q4 2025 | Mar 04, 2026 |
| GW&K Investment Management, LLC | History | No change | 265 | 8 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 290 | 8 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 245 | 7 | 0.0% | — | 190 | +245 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 268 | 7 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 245 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 260 | 7 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 237 | 6 | 0.01% | — | 196 | +237 | New | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | New | 233 | 6 | 0.0% | — | 194 | +233 | New | Q4 2025 | Jan 16, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 235 | 6 | 0.0% | 0.0% | 195 | +95 | 67.86% | Q4 2025 | Feb 24, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 175 | 5 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Signature Equity Partners, LLC | History | New | 161 | 4 | 0.0% | — | 202 | +161 | New | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 159 | 4 | 0.0% | — | 198 | +159 | New | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 160 | 4 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 140 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | No change | 168 | 4 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| North Star Investment Management Corp. | History | New | 125 | 3 | 0.0% | — | 204 | +125 | New | Q4 2025 | Jan 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 116 | 3 | 0.0% | — | 209 | +116 | New | Q4 2025 | Jan 15, 2026 |
| JNBA Financial Advisors | History | New | 109 | 3 | 0.0% | — | 205 | +109 | New | Q4 2025 | Jan 26, 2026 |
| CX Institutional | History | Added to | 95 | 3 | 0.0% | 0.0% | 206 | +45 | 90.0% | Q4 2025 | Feb 02, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 106 | 3 | 0.0% | 0.0% | 208 | -7 | -6.19% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 135 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 115 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IMA Advisory Services, Inc. | History | New | 93 | 2 | 0.0% | — | 212 | +93 | New | Q4 2025 | Feb 11, 2026 |
| Independence Bank of Kentucky | History | New | 70 | 2 | 0.0% | — | 215 | +70 | New | Q4 2025 | Jan 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 87 | 2 | 0.0% | 0.0% | 214 | -18 | -17.14% | Q4 2025 | Feb 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 75 | 2 | 0.0% | 0.0% | 213 | +9 | 13.64% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 81 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 76 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 70 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Nemes Rush Group LLC | History | New | 67 | 1 | 0.0% | — | 223 | +67 | New | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 42 | 1 | 0.0% | — | 222 | +42 | New | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | New | 35 | 1 | 0.0% | — | 221 | +35 | New | Q4 2025 | Jan 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 35 | 1 | 0.0% | — | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 35 | 1 | 0.0% | — | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -205,388 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -58,493 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CTC Alternative Strategies, Ltd. | History | Closed out | 0 | 0 | — | 1.44% | — | -34,100 | -100.0% | Q3 2025 | Dec 15, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,229 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,563 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -12,243 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -9,559 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,795 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,506 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bogart Wealth, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -100 | -83.33% | Q4 2025 | Jan 30, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CULLEN/FROST BANKERS, INC. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 30 | 0 | — | — | — | +24 | 400.0% | Q4 2025 | Feb 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 23, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 10, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CIBC Private Wealth Group LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CENTRAL TRUST Co | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | Reduced | 20 | 0 | — | — | — | -4 | -16.67% | Q4 2025 | Jan 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ST GERMAIN D J CO INC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |