KULICKE & SOFFA INDUSTRIES INC - KLIC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 54 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
BlackRock, Inc. History Added to 8,503,676 387,427 0.01% 0.01% 1 +619,302 7.85% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 3,513,023 160,053 0.0% 0.0% 2 +20,535 0.59% Q4 2025 Jan 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 2,144,818 97,717 0.08% 3 +2,144,818 New Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 2,009,633 91,970 0.0% 0.0% 4 -5,906 -0.29% Q4 2025 Feb 13, 2026
Capital International Investors History Reduced 1,744,923 79,498 0.01% 0.02% 5 -645,349 -27.0% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,603,418 73,054 0.02% 0.02% 6 -202,840 -11.23% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,597,547 72,784 0.04% 0.04% 7 -125,835 -7.3% Q4 2025 Feb 13, 2026
Copeland Capital Management, LLC History Reduced 1,477,365 67,308 1.5% 1.32% 8 -82,696 -5.3% Q4 2025 Jan 29, 2026
Point72 Asset Management, L.P. History New 1,390,151 63,335 0.07% 9 +1,390,151 New Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,259,609 57,398 0.0% 0.0% 10 -15,423 -1.21% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 1,230,330 56,053 0.0% 0.0% 11 +77,527 6.73% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,219,477 55,559 0.03% 0.05% 12 -1,035,508 -45.92% Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Reduced 941,022 42,872 0.43% 0.45% 13 -181,644 -16.18% Q4 2025 Feb 09, 2026
Woodline Partners LP History Reduced 850,041 38,727 0.15% 0.19% 14 -144,003 -14.49% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 813,669 37,070 0.14% 15 +813,669 New Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 767,001 34,944 0.01% 0.0% 16 +595,753 347.89% Q4 2025 Feb 19, 2026
AMERIPRISE FINANCIAL INC History Reduced 720,957 32,856 0.01% 0.01% 17 -36,452 -4.81% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 665,287 30,310 0.0% 0.0% 18 -32,209 -4.62% Q4 2025 Feb 17, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 632,017 28,794 0.08% 0.07% 19 -66,141 -9.47% Q4 2025 Feb 09, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 607,136 27,661 0.15% 0.09% 20 +175,744 40.74% Q4 2025 Jan 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 599,897 27,331 0.0% 0.0% 21 +13,731 2.34% Q4 2025 Feb 13, 2026
EMERALD ADVISERS, LLC History Added to 539,114 24,562 0.76% 0.47% 22 +176,504 48.68% Q4 2025 Feb 09, 2026
Divisar Capital Management LLC History Reduced 481,021 21,915 6.16% 6.97% 23 -149,812 -23.75% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 438,848 19,993 0.01% 0.01% 24 +26,952 6.54% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 411,932 18,767 0.0% 0.0% 25 -14,355 -3.37% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Added to 390,125 17,774 0.02% 0.02% 26 +39,130 11.15% Q4 2025 Feb 17, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Added to 322,457 14,691 0.72% 0.47% 27 +100,341 45.18% Q4 2025 Feb 09, 2026
HERALD INVESTMENT MANAGEMENT Ltd History Reduced 276,100 12,568 1.64% 1.6% 28 -20,000 -6.75% Q4 2025 Feb 13, 2026
WASATCH ADVISORS LP History New 271,241 12,357 0.07% 29 +271,241 New Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 248,953 11,342 0.01% 0.01% 30 -3,043 -1.21% Q4 2025 Feb 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 237,055 10,800 0.0% 0.0% 31 +104,733 79.15% Q4 2025 Feb 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 232,425 10,589 0.25% 0.22% 32 +7,794 3.47% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Added to 228,969 10,431 0.0% 0.0% 33 +13,909 6.47% Q4 2025 Feb 11, 2026
DEPRINCE RACE & ZOLLO INC History New 225,583 10,277 0.2% 34 +225,583 New Q4 2025 Jan 23, 2026
Jain Global LLC History Added to 214,332 9,764 0.05% 0.03% 35 +59,319 38.27% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 213,986 9,749 0.0% 0.0% 36 -148,133 -40.91% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 209,230 9,533 0.15% 0.13% 37 +24,530 13.28% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 201,097 9,161 0.03% 0.04% 38 -76,405 -27.53% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 196,182 8,938 0.0% 0.0% 39 -7,431 -3.65% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 184,173 8,390 0.0% 0.0% 40 +110,137 148.76% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 181,506 8,269 0.0% 41 +181,506 New Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 181,460 8,267 0.0% 0.0% 42 -44,173 -19.58% Q4 2025 Mar 25, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 180,717 8,233 0.03% 0.03% 43 -22,689 -11.15% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 173,624 7,910 0.02% 0.01% 44 +64,816 59.57% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 172,215 7,846 0.0% 0.0% 45 -12,141 -6.59% Q4 2025 Feb 17, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY History No change 171,325 7,805 0.33% 0.3% 46 0 0.0% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History Reduced 165,600 7,544 0.02% 0.03% 47 -29,387 -15.07% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Reduced 154,374 7,033 0.0% 0.0% 48 -59,284 -27.75% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 145,221 6,616 0.01% 0.01% 49 -8,478 -5.52% Q4 2025 Feb 13, 2026
Olstein Capital Management, L.P. History Reduced 142,461 6,491 1.33% 1.43% 50 -43,539 -23.41% Q4 2025 Feb 03, 2026
FMR LLC History Added to 136,754 6,230 0.0% 0.0% 51 +82,890 153.89% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 136,444 6,216 0.0% 0.0% 52 -5,534 -3.9% Q4 2025 Feb 09, 2026
SEI INVESTMENTS CO History Added to 129,647 5,906 0.01% 0.01% 53 +8,485 7.0% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 117,362 5,347 0.0% 0.0% 54 -2,912 -2.42% Q4 2025 Feb 12, 2026
Focus Partners Wealth History New 115,898 5,280 0.01% 55 +115,898 New Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 107,026 4,876 0.0% 0.0% 56 -39,899 -27.16% Q4 2025 Jan 29, 2026
Swiss National Bank History Added to 102,800 4,683 0.0% 0.0% 57 +800 0.78% Q4 2025 Feb 12, 2026
GLOBEFLEX CAPITAL L P History Added to 101,159 4,608 0.71% 0.17% 58 +73,787 269.57% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 101,050 4,602 0.0% 59 +101,050 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 93,777 4,272 0.0% 0.0% 60 -14,791 -13.62% Q4 2025 Feb 18, 2026
Bridge City Capital, LLC History Reduced 82,928 3,778 1.11% 1.05% 61 -13,637 -14.12% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 81,328 3,705 0.01% 0.01% 62 -47,500 -36.87% Q4 2025 Feb 12, 2026
ZACKS INVESTMENT MANAGEMENT History New 81,220 3,700 0.03% 63 +81,220 New Q4 2025 Feb 17, 2026
OAK ASSOCIATES LTD /OH/ History Reduced 80,542 3,669 0.22% 0.2% 64 -1,209 -1.48% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Added to 80,152 3,651 0.0% 0.0% 65 +63,087 369.69% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 75,901 3,458 0.01% 0.01% 66 -100 -0.13% Q4 2025 Jan 30, 2026
FIRST TRUST ADVISORS LP History Reduced 74,733 3,404 0.0% 0.0% 67 -7,613 -9.25% Q4 2025 Feb 13, 2026
Dana Investment Advisors, Inc. History Reduced 74,354 3,387 0.1% 0.09% 68 -130 -0.17% Q4 2025 Feb 05, 2026
SG Americas Securities, LLC History Added to 73,988 3,371 0.0% 0.0% 69 +57,948 361.27% Q4 2025 Jan 09, 2026
TWO SIGMA INVESTMENTS, LP History Added to 72,501 3,303 0.0% 0.0% 70 +64,459 801.53% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 72,222 3,290 0.01% 0.0% 71 +63,362 715.15% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History New 71,221 3,244 0.05% 72 +71,221 New Q4 2025 Feb 09, 2026
Creative Planning History Added to 69,451 3,164 0.0% 0.0% 73 +104 0.15% Q4 2025 Feb 17, 2026
Cinctive Capital Management LP History New 69,184 3,152 0.17% 75 +69,184 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 69,186 3,152 0.0% 0.0% 74 -2,890 -4.01% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 65,373 2,978 0.0% 0.0% 76 +21,402 48.67% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 60,733 2,766 0.0% 0.0% 77 -158,682 -72.32% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Added to 60,654 2,763 0.01% 0.01% 78 +2,186 3.74% Q4 2025 Jan 30, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 58,381 2,659 0.01% 0.01% 79 -17,364 -22.92% Q4 2025 Feb 17, 2026
ICON ADVISERS INC/CO History Added to 58,000 2,642 0.57% 0.34% 80 +20,000 52.63% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 54,604 2,487 0.0% 0.0% 81 -4,967 -8.34% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 54,200 2,469 0.0% 0.0% 82 -3,000 -5.24% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 54,013 2,461 0.0% 0.0% 83 +2,706 5.27% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 53,307 2,428 0.0% 0.0% 84 +760 1.45% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 50,146 2,284 0.0% 0.0% 85 -105 -0.21% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 49,484 2,254 0.0% 0.0% 86 -3,532 -6.66% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 47,034 2,141 0.0% 0.0% 87 -11,071 -19.05% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 45,465 2,071 0.0% 0.0% 88 -1,041 -2.24% Q4 2025 Feb 11, 2026
Rodgers Brothers Inc. History Reduced 42,150 1,920 0.23% 0.31% 89 -20,000 -32.18% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 41,984 1,912 0.0% 0.0% 90 0 0.0% Q4 2025 Feb 12, 2026
Grandeur Peak Global Advisors, LLC History Reduced 40,916 1,864 0.25% 0.3% 91 -14,400 -26.03% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 39,799 1,813 0.0% 0.0% 92 -7,495 -15.85% Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 37,856 1,724 0.02% 0.02% 93 -5,769 -13.22% Q4 2025 Feb 05, 2026
CAXTON ASSOCIATES LLP History New 36,656 1,670 0.03% 94 +36,656 New Q4 2025 Feb 13, 2026
CWA Asset Management Group, LLC History Added to 36,611 1,667 0.06% 0.05% 95 +948 2.66% Q4 2025 Jan 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 35,831 1,632 0.0% 0.0% 96 -1,789 -4.76% Q4 2025 Feb 05, 2026
State of Alaska, Department of Revenue History Added to 35,553 1,618 0.02% 0.01% 97 +9,314 35.5% Q4 2025 Jan 23, 2026
Legato Capital Management LLC History Added to 34,883 1,589 0.14% 0.11% 98 +9,328 36.5% Q4 2025 Feb 06, 2026
Y-Intercept (Hong Kong) Ltd History Added to 32,346 1,473 0.03% 0.01% 99 +25,523 374.07% Q4 2025 Feb 13, 2026
Man Group plc History Reduced 32,274 1,470 0.0% 0.0% 100 -20,118 -38.4% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 32,138 1,464 0.0% 0.0% 101 -54,391 -62.86% Q4 2025 Feb 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 30,806 1,403 0.02% 0.02% 102 0 0.0% Q4 2025 Feb 12, 2026
WINTON GROUP Ltd History Reduced 30,491 1,389 0.05% 0.05% 103 -1,188 -3.75% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Reduced 30,239 1,377 0.0% 0.0% 104 -1,401 -4.43% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Added to 29,900 1,362 0.0% 0.0% 105 +18,700 166.96% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 29,889 1,361 0.0% 0.0% 106 +739 2.54% Q4 2025 Jan 23, 2026
Summit Global Investments History Reduced 28,687 1,307 0.08% 0.08% 107 -4,434 -13.39% Q4 2025 Feb 18, 2026
Capital Investment Counsel, Inc History Reduced 28,340 1,291 0.15% 0.15% 108 -1,100 -3.74% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Reduced 28,206 1,285 0.01% 0.01% 109 -1,881 -6.25% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History New 28,166 1,283 0.0% 110 +28,166 New Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 26,347 1,200 0.0% 0.0% 111 +11,084 72.62% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 21,894 1,173 0.0% 0.0% 112 +1,933 9.68% Q4 2025 Jan 08, 2026
Illinois Municipal Retirement Fund History Reduced 25,582 1,165 0.01% 0.01% 113 -1,519 -5.6% Q4 2025 Feb 11, 2026
GUGGENHEIM CAPITAL LLC History Reduced 25,026 1,140 0.01% 0.01% 114 -3,242 -11.47% Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History No change 25,000 1,139 0.09% 0.08% 115 0 0.0% Q4 2025 Feb 17, 2026
MARTINGALE ASSET MANAGEMENT L P History New 24,852 1,132 0.03% 116 +24,852 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 24,583 1,120 0.0% 0.0% 117 +4,657 23.37% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 24,458 1,114 0.0% 0.0% 118 +1,260 5.43% Q4 2025 Jan 26, 2026
State of Tennessee, Department of Treasury History Reduced 19,338 1,108 0.0% 0.0% 119 -11,623 -37.54% Q4 2025 Feb 18, 2026
NORGES BANK History New 24,305 1,107 0.0% 120 +24,305 New Q4 2025 Feb 10, 2026
Louisiana State Employees Retirement System History Reduced 23,900 1,088 0.02% 0.02% 121 -100 -0.42% Q4 2025 Jan 16, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 23,769 1,082 0.0% 0.0% 122 -886 -3.59% Q4 2025 Jan 28, 2026
Verition Fund Management LLC History Reduced 23,700 1,079 0.0% 0.01% 123 -32,907 -58.13% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 23,672 1,078 0.0% 0.0% 124 -292 -1.22% Q4 2025 Feb 17, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 23,615 1,075 0.1% 125 +23,615 New Q4 2025 Feb 17, 2026
QSV Equity Investors LLC History Reduced 23,139 1,054 1.56% 1.42% 126 -11,146 -32.51% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Reduced 22,651 1,031 0.0% 0.0% 127 -111,302 -83.09% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History No change 22,545 1,026 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 21,580 983 0.01% 0.03% 129 -51,409 -70.43% Q4 2025 Feb 17, 2026
Total Wealth Planning & Management, Inc. History New 21,288 969 0.72% 131 +21,288 New Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History Added to 21,258 969 0.0% 0.0% 130 +2,676 14.4% Q4 2025 Feb 10, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 20,534 934 0.0% 0.0% 132 +17,549 587.91% Q4 2025 Feb 10, 2026
Freestone Grove Partners LP History Reduced 20,425 930 0.01% 0.01% 133 -7,368 -26.51% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 20,081 914 0.0% 0.0% 134 -20,623 -50.67% Q4 2025 Feb 17, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History New 20,000 911 0.78% 135 +20,000 New Q4 2025 Feb 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 19,805 902 0.0% 0.0% 136 -50,731 -71.92% Q4 2025 Feb 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 19,516 889 0.01% 0.0% 137 +19,487 67196.55% Q4 2025 Feb 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 19,469 887 0.01% 0.01% 138 +654 3.48% Q4 2025 Feb 12, 2026
Amundi History Added to 18,406 838 0.0% 0.0% 139 +6,837 59.1% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History No change 17,874 814 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 06, 2026
Mariner, LLC History Added to 17,518 799 0.0% 0.0% 141 +3,645 26.27% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 14,065 797 0.01% 0.01% 142 -2,035 -12.64% Q4 2025 Jan 21, 2026
IMC-Chicago, LLC History Added to 17,300 788 0.0% 0.0% 143 +5,100 41.8% Q4 2025 Jan 29, 2026
COMERICA BANK History Reduced 17,113 779 0.0% 0.0% 144 -2,085 -10.86% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 16,448 749 0.0% 0.0% 145 +821 5.25% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 16,433 748 0.01% 0.01% 146 0 0.0% Q4 2025 Feb 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 18,839 745 0.0% 147 +18,839 New Q4 2025 Feb 11, 2026
AlphaQuest LLC History Reduced 16,199 738 0.04% 0.07% 148 -10,898 -40.22% Q4 2025 Feb 09, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 15,873 723 0.0% 0.0% 149 0 0.0% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Added to 15,421 702 0.0% 0.0% 150 +813 5.57% Q4 2025 Feb 13, 2026
Legacy Capital Group California, Inc. History Reduced 15,353 699 0.17% 0.16% 151 -142 -0.92% Q4 2025 Jan 28, 2026
AMALGAMATED BANK History Reduced 15,114 689 0.0% 0.0% 152 -24 -0.16% Q4 2025 Feb 05, 2026
Campbell & CO Investment Adviser LLC History New 15,084 687 0.03% 153 +15,084 New Q4 2025 Feb 12, 2026
Arizona State Retirement System History Reduced 14,451 658 0.0% 0.0% 154 -1,152 -7.38% Q4 2025 Jan 28, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 14,401 656 0.1% 0.26% 155 -26,855 -65.09% Q4 2025 Feb 11, 2026
Magnetar Financial LLC History New 14,334 653 0.01% 156 +14,334 New Q4 2025 Feb 17, 2026
Vident Advisory, LLC History New 13,897 633 0.01% 157 +13,897 New Q4 2025 Feb 18, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 13,671 622 0.01% 0.0% 158 -908 -6.23% Q4 2025 Feb 13, 2026
Centurion Wealth Management LLC History No change 13,500 615 0.13% 0.12% 159 0 0.0% Q4 2025 Jan 14, 2026
Atom Investors LP History New 13,369 609 0.05% 160 +13,369 New Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 13,275 605 0.0% 0.0% 161 -1,857 -12.27% Q4 2025 Jan 29, 2026
Ifrah Financial Services, Inc. History Reduced 13,119 597 0.15% 0.14% 162 -413 -3.05% Q4 2025 Jan 22, 2026
Horizon Investments, LLC History Reduced 12,989 591 0.01% 0.01% 163 -2,345 -15.29% Q4 2025 Feb 02, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 12,910 588 0.0% 0.0% 164 -370 -2.79% Q4 2025 Feb 10, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 12,858 586 0.05% 0.04% 165 -596 -4.43% Q4 2025 Jan 20, 2026
Edgestream Partners, L.P. History New 12,841 585 0.02% 166 +12,841 New Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 12,547 571 0.0% 0.0% 167 0 0.0% Q4 2025 Jan 27, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 11,972 545 0.01% 0.01% 168 +227 1.93% Q4 2025 Feb 04, 2026
Cerity Partners LLC History Added to 11,812 538 0.0% 0.0% 169 +546 4.85% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History New 11,724 535 0.0% 170 +11,724 New Q4 2025 Mar 20, 2026
KLP KAPITALFORVALTNING AS History No change 11,700 535 0.0% 0.0% 171 0 0.0% Q4 2025 Jan 28, 2026
EntryPoint Capital, LLC History Added to 10,909 497 0.19% 0.11% 172 +3,684 50.99% Q4 2025 Feb 12, 2026
Jump Financial, LLC History New 10,731 488 0.01% 173 +10,731 New Q4 2025 Feb 17, 2026
STRS OHIO History Added to 10,500 478 0.0% 0.0% 174 +2,200 26.51% Q4 2025 Feb 02, 2026
Headlands Technologies LLC History New 10,056 458 0.04% 175 +10,056 New Q4 2025 Feb 13, 2026
RBF Capital, LLC History New 10,000 455 0.02% 176 +10,000 New Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Reduced 9,916 453 0.01% 0.01% 177 -1,225 -11.0% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 9,926 452 0.0% 0.0% 178 +198 2.04% Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 9,890 450 0.0% 179 +9,890 New Q4 2025 Feb 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Reduced 9,583 436 0.1% 0.14% 180 -12,864 -57.31% Q4 2025 Feb 13, 2026
Jackson Creek Investment Advisors LLC History New 9,238 421 0.12% 181 +9,238 New Q4 2025 Feb 09, 2026
Supplemental Annuity Collective Trust of NJ History No change 9,100 414 0.11% 0.1% 182 0 0.0% Q4 2025 Jan 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,045 412 0.0% 0.0% 183 -224 -2.42% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 9,024 411 0.0% 0.0% 184 +2,340 35.01% Q4 2025 Feb 18, 2026
D.A. DAVIDSON & CO. History Reduced 8,848 403 0.0% 0.0% 185 -388 -4.2% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History Reduced 8,300 378 0.0% 0.0% 186 -1,125 -11.94% Q4 2025 Feb 11, 2026
LPL Financial LLC History Reduced 8,244 375 0.0% 0.0% 187 -6,817 -45.26% Q4 2025 Feb 11, 2026
K2 PRINCIPAL FUND, L.P. History New 8,000 364 0.03% 188 +8,000 New Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History Added to 7,581 345 0.01% 0.01% 189 +84 1.12% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 7,556 344 0.0% 0.0% 190 +172 2.33% Q4 2025 Feb 06, 2026
Pallas Capital Advisors LLC History Added to 7,368 335 0.01% 0.01% 191 +190 2.65% Q4 2025 Jan 14, 2026
Schonfeld Strategic Advisors LLC History Reduced 7,128 324 0.0% 0.02% 192 -63,368 -89.89% Q4 2025 Feb 17, 2026
Penbrook Management LLC History Reduced 7,100 323 0.22% 0.24% 193 -1,500 -17.44% Q4 2025 Jan 06, 2026
HighTower Advisors, LLC History Added to 6,929 315 0.0% 0.0% 194 +205 3.05% Q4 2025 Feb 06, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 6,875 313 0.02% 0.02% 195 -1,490 -17.81% Q4 2025 Jan 27, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 6,781 308 0.0% 0.0% 196 -3,932 -36.7% Q4 2025 Jan 30, 2026
MACKENZIE FINANCIAL CORP History Reduced 6,520 301 0.0% 0.0% 197 -19,587 -75.03% Q4 2025 Feb 18, 2026
PROFUND ADVISORS LLC History New 6,353 289 0.01% 198 +6,353 New Q4 2025 Feb 06, 2026
Pictet Asset Management Holding SA History No change 6,318 287 0.0% 0.0% 199 0 0.0% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,284 286 0.0% 0.0% 200 0 0.0% Q4 2025 Feb 13, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 6,136 279 0.04% 0.05% 201 -335 -5.18% Q4 2025 Jan 22, 2026
Pacer Advisors, Inc. History Reduced 6,054 275 0.0% 0.01% 202 -137,797 -95.79% Q4 2025 Feb 24, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 5,960 271 0.0% 0.0% 203 +119 2.04% Q4 2025 Feb 10, 2026
McMillan Office, Inc. History New 5,900 268 0.03% 204 +5,900 New Q4 2025 Feb 12, 2026
Brooklyn Investment Group History New 5,668 262 0.01% 205 +5,668 New Q4 2025 Feb 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 5,400 246 0.0% 206 +5,400 New Q4 2025 Feb 17, 2026
Monolith Management Ltd History New 5,400 246 0.09% 207 +5,400 New Q4 2025 Feb 17, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 5,379 245 0.05% 208 +5,379 New Q4 2025 Jan 12, 2026
CAPTRUST FINANCIAL ADVISORS History New 5,260 239 0.0% 209 +5,260 New Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 5,253 239 0.0% 0.0% 210 +259 5.19% Q4 2025 Feb 13, 2026
CIBC Asset Management Inc History Added to 5,231 238 0.0% 0.0% 211 +171 3.38% Q4 2025 Feb 10, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 5,026 228 0.0% 0.0% 212 -15 -0.3% Q4 2025 Feb 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 4,922 225 0.01% 0.0% 213 -60 -1.2% Q4 2025 Jan 27, 2026
Ashton Thomas Private Wealth, LLC History New 4,892 223 0.01% 214 +4,892 New Q4 2025 Jan 29, 2026
MML INVESTORS SERVICES, LLC History New 4,836 220 0.0% 215 +4,836 New Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 4,796 218 0.0% 0.0% 216 -5,146 -51.76% Q4 2025 Jan 30, 2026
TWO SIGMA SECURITIES, LLC History New 4,774 217 0.03% 217 +4,774 New Q4 2025 Feb 17, 2026
Auxano Advisors, LLC History New 4,700 214 0.04% 218 +4,700 New Q4 2025 Feb 06, 2026
Daiwa Securities Group Inc. History Added to 4,675 213 0.0% 0.0% 219 +2,316 98.18% Q4 2025 Feb 11, 2026
Focused Wealth Management, Inc History Reduced 4,696 213 0.02% 0.02% 220 -379 -7.47% Q4 2025 Jan 29, 2026
Focus Partners Advisor Solutions, LLC History New 4,581 208 0.0% 222 +4,581 New Q4 2025 Feb 11, 2026
WINSLOW ASSET MANAGEMENT INC History New 4,565 208 0.04% 221 +4,565 New Q4 2025 Feb 02, 2026
Valmark Advisers, Inc. History New 4,500 205 0.0% 223 +4,500 New Q4 2025 Jan 26, 2026
Ameritas Investment Partners, Inc. History No change 4,310 196 0.01% 0.01% 224 0 0.0% Q4 2025 Feb 11, 2026
Central Pacific Bank - Trust Division History Added to 4,209 191 0.02% 0.02% 225 +1,090 34.95% Q4 2025 Jan 07, 2026
Tower Research Capital LLC (TRC) History Added to 3,988 181 0.0% 0.0% 226 +40 1.01% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History New 3,795 172 0.01% 227 +3,795 New Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,582 163 0.0% 0.0% 228 +400 12.57% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Added to 3,427 156 0.01% 0.01% 229 +299 9.56% Q4 2025 Jan 05, 2026
State of Wyoming History Added to 3,374 153 0.02% 0.01% 230 +1,603 90.51% Q4 2025 Feb 11, 2026
Ensign Peak Advisors, Inc History Reduced 2,570 117 0.0% 0.0% 231 -3,850 -59.97% Q4 2025 Feb 12, 2026
Wealth Watch Advisors, INC History No change 2,429 110 0.04% 0.04% 232 0 0.0% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 2,385 108 0.0% 0.0% 233 +109 4.79% Q4 2025 Jan 20, 2026
Kemnay Advisory Services Inc. History New 2,360 107 0.02% 234 +2,360 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 2,191 99 0.0% 0.0% 235 -707 -24.4% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,152 98 0.0% 0.0% 236 +8 0.37% Q4 2025 Feb 17, 2026
KBC Group NV History No change 2,156 98 0.0% 0.0% 237 0 0.0% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 2,017 91 0.0% 0.0% 238 +1,923 2045.74% Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,939 88 0.0% 0.0% 239 0 0.0% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,704 77 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History No change 1,670 76 0.0% 0.0% 241 0 0.0% Q4 2025 Jan 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 1,548 70 0.0% 0.0% 242 -18 -1.15% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 1,465 66 0.0% 0.0% 244 -2,296 -61.05% Q4 2025 Mar 16, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,457 66 0.01% 243 +1,457 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Reduced 1,395 64 0.0% 0.0% 246 -272 -16.32% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 1,414 64 0.0% 0.0% 245 -146 -9.36% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History New 1,100 50 0.0% 247 +1,100 New Q4 2025 Feb 02, 2026
Covestor Ltd History Reduced 1,045 48 0.03% 0.04% 248 -813 -43.76% Q4 2025 Feb 06, 2026
CULLEN/FROST BANKERS, INC. History New 1,047 47 0.0% 249 +1,047 New Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,039 47 0.0% 0.0% 251 +251 31.85% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Reduced 1,052 47 0.0% 0.0% 250 -100 -8.68% Q4 2025 Feb 12, 2026
Arax Advisory Partners History Reduced 989 45 0.0% 0.01% 252 -9,377 -90.46% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 971 44 0.0% 0.0% 253 -287 -22.81% Q4 2025 Feb 02, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 903 41 0.0% 0.0% 254 -65 -6.71% Q4 2025 Jan 15, 2026
True Wealth Design, LLC History Added to 895 40 0.01% 0.01% 255 +3 0.34% Q4 2025 Jan 08, 2026
Kestra Advisory Services, LLC History New 866 39 0.0% 257 +866 New Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Added to 779 39 0.0% 0.0% 256 +254 48.38% Q4 2025 Jan 28, 2026
Gen-Wealth Partners Inc History Added to 847 38 0.01% 0.01% 258 +27 3.29% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 812 36 0.0% 0.0% 259 -53 -6.13% Q4 2025 Jan 07, 2026
Advisors Asset Management, Inc. History Reduced 792 36 0.0% 0.0% 260 -15 -1.86% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 777 35 0.0% 0.0% 261 -65 -7.72% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 730 33 0.0% 0.0% 262 -82 -10.1% Q4 2025 Jan 30, 2026
Allworth Financial LP History New 687 31 0.0% 264 +687 New Q4 2025 Feb 05, 2026
DekaBank Deutsche Girozentrale History No change 566 31 0.0% 0.0% 263 0 0.0% Q4 2025 Jan 28, 2026
MEEDER ASSET MANAGEMENT INC History New 667 30 0.0% 265 +667 New Q4 2025 Feb 11, 2026
FEDERATED HERMES, INC. History Reduced 637 29 0.0% 0.0% 266 -415 -39.45% Q4 2025 Feb 12, 2026
CBIZ Investment Advisory Services, LLC History Reduced 614 28 0.0% 0.0% 267 -1 -0.16% Q4 2025 Feb 09, 2026
Cornerstone Planning Group LLC History No change 453 26 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 02, 2026
Centerpoint Advisors, LLC History No change 468 21 0.01% 0.01% 269 0 0.0% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History No change 445 20 0.0% 0.0% 270 0 0.0% Q4 2025 Jan 08, 2026
IFP Advisors, Inc History Added to 415 18 0.0% 0.0% 273 +224 117.28% Q4 2025 Feb 06, 2026
UMB Bank, n.a. History Added to 399 18 0.0% 0.0% 271 +143 55.86% Q4 2025 Feb 13, 2026
FINANCIAL CONSULATE, INC History No change 400 18 0.0% 0.0% 272 0 0.0% Q4 2025 Jan 22, 2026
Leonteq Securities AG History Reduced 352 16 0.0% 0.0% 274 -1,485 -80.84% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 339 15 0.0% 0.0% 275 +277 446.77% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History No change 323 14 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 11, 2026
Caitong International Asset Management Co., Ltd History Reduced 302 13 0.0% 0.01% 277 -181 -37.47% Q4 2025 Mar 03, 2026
Sound Income Strategies, LLC History New 193 11 0.0% 278 +193 New Q4 2025 Jan 21, 2026
Larson Financial Group LLC History No change 244 11 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 207 10 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 03, 2026
Federation des caisses Desjardins du Quebec History New 200 9 0.0% 282 +200 New Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History No change 201 9 0.0% 0.0% 281 0 0.0% Q4 2025 Jan 27, 2026
Greykasell Wealth Strategies, Inc. History New 150 6 0.0% 285 +150 New Q4 2025 Feb 11, 2026
Sankala Group LLC History New 93 6 0.0% 286 +93 New Q4 2025 Mar 02, 2026
ROTHSCHILD INVESTMENT LLC History Added to 135 6 0.0% 0.0% 283 +46 51.69% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Added to 132 6 0.0% 0.0% 284 +31 30.69% Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History Added to 131 5 0.0% 0.0% 287 +14 11.97% Q4 2025 Jan 14, 2026
Bare Financial Services, Inc History Added to 130 5 0.0% 0.0% 288 +14 12.07% Q4 2025 Feb 06, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 89 4 0.0% 0.0% 289 0 0.0% Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History No change 82 3 0.0% 0.0% 290 0 0.0% Q4 2025 Feb 13, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History New 59 2 0.0% 291 +59 New Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History New 50 2 0.0% 294 +50 New Q4 2025 Feb 17, 2026
CX Institutional History New 40 2 0.0% 293 +40 New Q4 2025 Feb 02, 2026
PRIVATE TRUST CO NA History No change 60 2 0.0% 0.0% 292 0 0.0% Q4 2025 Jan 26, 2026
Keating Financial Advisory Services, Inc. History New 40 1 0.0% 304 +40 New Q4 2025 Feb 09, 2026
Legacy Wealth Managment, LLC/ID History Added to 32 1 0.0% 302 +27 540.0% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Reduced 31 1 0.0% 0.0% 298 -20 -39.22% Q4 2025 Feb 18, 2026
CIBC Private Wealth Group LLC History Added to 30 1 0.0% 296 +12 66.67% Q4 2025 Feb 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 38 1 0.0% 0.0% 295 0 0.0% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History No change 29 1 0.0% 0.0% 297 0 0.0% Q4 2025 Feb 20, 2026
CVA Family Office, LLC History No change 29 1 0.0% 0.0% 299 0 0.0% Q4 2025 Jan 12, 2026
Caitlin John, LLC History No change 22 1 0.0% 300 0 0.0% Q4 2025 Feb 18, 2026
Financial Network Wealth Advisors LLC History No change 40 1 0.0% 0.0% 301 0 0.0% Q4 2025 Feb 13, 2026
WPG Advisers, LLC History No change 41 1 0.0% 0.0% 303 0 0.0% Q4 2025 Jan 28, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.02% -111,525 -100.0% Q3 2025 Nov 10, 2025
Trexquant Investment LP History Closed out 0 0 0.02% -43,375 -100.0% Q3 2025 Nov 14, 2025
Andra AP-fonden History Closed out 0 0 0.02% -32,334 -100.0% Q3 2025 Nov 12, 2025
CloudAlpha Capital Management Limited/Hong Kong History Closed out 0 0 0.04% -30,752 -100.0% Q3 2025 Nov 06, 2025
Baird Financial Group, Inc. History Closed out 0 0 0.0% -22,807 -100.0% Q3 2025 Nov 13, 2025
Elo Mutual Pension Insurance Co History Closed out 0 0 0.01% -21,738 -100.0% Q3 2025 Nov 12, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -21,381 -100.0% Q3 2025 Nov 14, 2025
Van Berkom & Associates Inc. History Closed out 0 0 0.02% -19,920 -100.0% Q3 2025 Nov 04, 2025
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 0.0% -14,324 -100.0% Q3 2025 Nov 12, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -13,625 -100.0% Q3 2025 Nov 14, 2025
Neo Ivy Capital Management History Closed out 0 0 0.11% -11,290 -100.0% Q3 2025 Nov 12, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.11% -9,186 -100.0% Q3 2025 Nov 14, 2025
INCEPTIONR LLC History Closed out 0 0 0.08% -8,499 -100.0% Q3 2025 Nov 13, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -8,300 -100.0% Q3 2025 Nov 14, 2025
New Age Alpha Advisors, LLC History Closed out 0 0 0.01% -7,313 -100.0% Q3 2025 Nov 12, 2025
FOSTER DYKEMA CABOT & PARTNERS, LLC History Closed out 0 0 0.0% -819 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -701 -100.0% Q3 2025 Nov 18, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -643 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -624 -100.0% Q3 2025 Nov 14, 2025
Clearstead Advisors, LLC History Reduced 15 0 0.0% -565 -97.41% Q4 2025 Feb 09, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -418 -100.0% Q3 2025 Nov 13, 2025
MAI Capital Management History Closed out 0 0 0.0% -104 -100.0% Q3 2025 Nov 10, 2025
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -99 -100.0% Q3 2025 Nov 13, 2025
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -36 -100.0% Q3 2025 Nov 12, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -35 -100.0% Q3 2025 Nov 10, 2025
Quest 10 Wealth Builders, Inc. History Closed out 0 0 -23 -100.0% Q3 2025 Oct 20, 2025
HUNTINGTON NATIONAL BANK History Reduced 17 0 0.0% -16 -48.48% Q4 2025 Feb 09, 2026
Ankerstar Wealth, LLC History New 12 0 +12 New Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 9 0 +9 New Q4 2025 Jan 21, 2026
SJS Investment Consulting Inc. History Added to 13 0 +9 225.0% Q4 2025 Jan 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 8 0 +8 New Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History Reduced 8 0 -7 -46.67% Q4 2025 Jan 15, 2026
Cloud Capital Management, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 03, 2025
OPTIMA CAPITAL LLC History New 4 0 +4 New Q4 2025 Jan 23, 2026
Bay Harbor Wealth Management, LLC History Added to 7 0 +2 40.0% Q4 2025 Feb 02, 2026
Retirement Wealth Solutions LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 08, 2025
SBI Securities Co., Ltd. History No change 16 0 0 0.0% Q4 2025 Feb 03, 2026
Private Wealth Asset Management, LLC History No change 4 0 0 0.0% Q4 2025 Feb 10, 2026
Bell Investment Advisors, Inc History No change 12 0 0 0.0% Q4 2025 Feb 24, 2026
DecisionPoint Financial, LLC History No change 6 0 0 0.0% Q4 2025 Jan 29, 2026
DiNuzzo Private Wealth, Inc. History No change 7 0 0 0.0% Q4 2025 Jan 16, 2026
Rialto Wealth Management, LLC History No change 5 0 0 0.0% Q4 2025 Jan 12, 2026
Kilter Group LLC History No change 9 0 0 0.0% Q4 2025 Feb 13, 2026
HFM Investment Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 05, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026