CARMAX INC - KMX

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 17,850,208 689,732 0.01% 0.01% 1 +6,367,957 55.46% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 15,076,900 582,571 0.01% 0.01% 2 -1,822,249 -10.78% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 7,930,345 306,428 0.16% 0.09% 3 +4,780,903 151.8% Q4 2025 Feb 17, 2026
SRS Investment Management, LLC History New 5,637,803 217,844 2.29% 4 +5,637,803 New Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 5,051,275 195,181 0.01% 0.01% 5 -490,311 -8.85% Q4 2025 Feb 13, 2026
Apollo Management Holdings, L.P. History New 5,046,474 194,995 1.6% 6 +5,046,474 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Reduced 4,530,820 175,069 0.08% 0.1% 7 -344,409 -7.06% Q4 2025 Feb 17, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 4,367,236 168,749 0.13% 0.16% 8 -193,135 -4.24% Q4 2025 Feb 11, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Reduced 4,210,038 162,675 0.83% 1.03% 9 -623,281 -12.9% Q4 2025 Feb 06, 2026
NORGES BANK History New 4,120,921 159,232 0.02% 10 +4,120,921 New Q4 2025 Feb 10, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,985,895 154,023 0.03% 0.04% 11 +300,694 8.16% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Added to 3,953,350 152,757 0.08% 0.03% 12 +2,804,918 244.24% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,980,026 115,148 0.16% 0.05% 13 +2,219,785 291.98% Q4 2025 Feb 17, 2026
Vulcan Value Partners, LLC History Added to 2,928,832 113,210 115.05% 1.9% 14 +600,712 25.8% Q4 2025 Mar 17, 2026
First Pacific Advisors, LP History Added to 2,924,081 112,986 1.49% 1.54% 15 +442,620 17.84% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 2,908,400 112,380 0.22% 0.06% 16 +2,185,300 302.21% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 2,661,299 102,832 0.16% 0.25% 17 -753,190 -22.06% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,557,859 98,857 0.01% 0.01% 18 -859,157 -25.14% Q4 2025 Feb 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 2,422,097 93,589 0.08% 19 +2,422,097 New Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 2,300,103 88,876 0.01% 0.01% 20 -182,737 -7.36% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,952,156 75,431 0.01% 0.01% 21 +355,364 22.25% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 1,772,526 68,490 0.04% 0.1% 22 -1,750,397 -49.69% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 1,704,208 65,850 0.01% 0.01% 23 -17,665 -1.03% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Added to 1,693,271 65,427 0.01% 0.01% 24 +45,166 2.74% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,346,719 52,037 0.01% 0.01% 25 -126,576 -8.59% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,344,105 51,936 0.02% 0.02% 26 -175,795 -11.57% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Added to 1,242,206 47,998 0.01% 0.01% 27 +343,209 38.18% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,149,000 44,397 0.07% 0.0% 28 +1,075,700 1467.53% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Added to 1,146,179 44,288 0.08% 86.93% 29 +728,880 174.67% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 1,136,054 43,897 0.01% 0.02% 30 -2,289,683 -66.84% Q4 2025 Feb 19, 2026
NORTHERN TRUST CORP History Reduced 1,085,167 41,930 0.01% 0.01% 31 -205,081 -15.89% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,043,525 40,321 0.0% 0.01% 32 -682,617 -39.55% Q4 2025 Feb 17, 2026
Rings Capital Management LLC History Reduced 949,000 36,669 18.23% 22.62% 33 -125,000 -11.64% Q4 2025 Feb 17, 2026
Silver Heights Capital Management Inc History Added to 931,168 35,980 14.27% 18.64% 34 +5,001 0.54% Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 915,553 35,376 0.1% 0.07% 35 +297,324 48.09% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 849,499 32,824 0.01% 0.01% 36 +115,729 15.77% Q4 2025 Feb 10, 2026
NOMURA HOLDINGS INC History New 778,063 30,064 0.04% 37 +778,063 New Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 776,484 30,003 0.01% 0.02% 38 -187,815 -19.48% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 766,492 29,617 0.03% 0.0% 39 +750,367 4653.44% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 756,031 29,213 0.01% 0.01% 40 +384,256 103.36% Q4 2025 Feb 10, 2026
MANE GLOBAL CAPITAL MANAGEMENT LP History New 749,448 28,958 1.56% 41 +749,448 New Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 748,541 28,923 0.01% 0.01% 42 +154,601 26.03% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 746,367 28,839 0.01% 0.02% 43 -174,360 -18.94% Q4 2025 Jan 29, 2026
AMERICAN CENTURY COMPANIES INC History Added to 732,171 28,291 0.01% 0.0% 44 +611,920 508.87% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 697,777 26,962 0.01% 0.0% 45 +535,542 330.1% Q4 2025 Feb 02, 2026
FMR LLC History Added to 679,345 26,249 0.0% 0.0% 46 +464,262 215.85% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 609,553 23,553 0.01% 0.0% 47 +499,135 452.04% Q4 2025 Feb 13, 2026
ARIEL INVESTMENTS, LLC History Reduced 563,483 21,772 0.24% 0.27% 48 -8,122 -1.42% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 563,200 21,762 0.02% 0.03% 49 -156,751 -21.77% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 549,803 21,244 0.01% 0.01% 50 +47,513 9.46% Q4 2025 Feb 18, 2026
Framtiden Holdings Management Co LLC History New 540,000 20,865 22.63% 51 +540,000 New Q4 2025 Feb 20, 2026
ASSETMARK, INC History Added to 513,404 19,837 0.04% 0.04% 52 +91,980 21.83% Q4 2025 Jan 23, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 508,182 19,636 0.07% 0.01% 53 +475,047 1433.67% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 471,378 18,214 0.0% 0.0% 54 -410,635 -46.56% Q4 2025 Mar 25, 2026
Nexus Investment Management ULC History Added to 452,800 17,496 2.38% 2.86% 55 +4,090 0.91% Q4 2025 Jan 21, 2026
WELCH & FORBES LLC History Reduced 446,573 17,255 0.21% 0.44% 56 -371,647 -45.42% Q4 2025 Feb 10, 2026
Kiltearn Partners LLP History Added to 442,200 17,086 3.7% 3.39% 57 +65,600 17.42% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 434,085 16,773 0.0% 0.01% 58 -147,127 -25.31% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 426,342 16,473 0.06% 0.02% 59 +322,340 309.94% Q4 2025 Feb 17, 2026
Mount Capital Ltd History Reduced 410,400 15,857 6.41% 13.21% 60 -410,400 -50.0% Q4 2025 Feb 11, 2026
Trexquant Investment LP History Added to 404,529 15,631 0.14% 0.02% 61 +371,557 1126.89% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 395,775 15,292 0.0% 0.0% 62 +47,658 13.69% Q4 2025 Feb 09, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History Reduced 382,955 14,797 1.66% 2.1% 63 -23,702 -5.83% Q4 2025 Feb 05, 2026
RHUMBLINE ADVISERS History Added to 378,844 14,638 0.01% 0.01% 64 +57,112 17.75% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 376,460 14,546 0.01% 0.09% 65 -1,550,304 -80.46% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 348,500 13,466 0.01% 0.01% 66 -171,506 -32.98% Q4 2025 Feb 11, 2026
Walleye Capital LLC History Added to 336,090 12,986 0.04% 0.03% 67 +159,643 90.48% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 331,324 12,802 0.04% 0.01% 68 +286,226 634.68% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 322,573 12,464 0.0% 0.01% 69 -210,915 -39.54% Q4 2025 Feb 13, 2026
GAGNON SECURITIES LLC History Added to 320,077 12,367 2.52% 2.03% 70 +94,448 41.86% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 309,117 11,944 0.03% 0.06% 71 -114,844 -27.09% Q4 2025 Feb 10, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 300,598 11,615 0.39% 0.34% 72 +69,636 30.15% Q4 2025 Feb 11, 2026
Swiss National Bank History Reduced 289,400 11,182 0.01% 0.01% 73 -1,500 -0.52% Q4 2025 Feb 12, 2026
Walleye Trading LLC History Reduced 288,900 11,163 0.02% 0.02% 74 -33,168 -10.3% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 286,582 11,073 0.03% 0.04% 75 -17,447 -5.74% Q4 2025 Feb 13, 2026
Broad Run Investment Management, LLC History Reduced 285,542 11,033 2.05% 2.2% 76 -14,569 -4.85% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 268,031 10,356 0.01% 0.02% 77 -330,900 -55.25% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 254,336 9,827 0.0% 0.0% 78 -103,921 -29.01% Q4 2025 Feb 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 249,568 9,643 0.01% 0.01% 79 -6,882 -2.68% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Added to 249,274 9,631 0.01% 0.01% 80 +149,911 150.87% Q4 2025 Feb 11, 2026
LPL Financial LLC History Added to 243,521 9,409 0.0% 0.0% 81 +6,886 2.91% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History New 239,215 9,242 0.03% 82 +239,215 New Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 236,291 9,130 0.0% 0.0% 83 -144,687 -37.98% Q4 2025 Feb 13, 2026
QVT Financial LP History Added to 230,000 8,887 0.76% 0.11% 84 +195,000 557.14% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 222,473 8,597 0.0% 85 +222,473 New Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Added to 220,000 8,500 0.07% 0.04% 86 +8,600 4.07% Q4 2025 Feb 11, 2026
PRUDENTIAL FINANCIAL INC History Reduced 217,006 8,385 0.01% 0.01% 87 -20,440 -8.61% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 194,272 7,506 0.01% 0.0% 88 +118,607 156.75% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 228,854 7,016 0.01% 0.01% 89 +186,958 446.24% Q4 2025 Jan 09, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 176,750 6,829 0.02% 0.02% 90 +47,133 36.36% Q4 2025 Feb 18, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 175,450 6,779 0.12% 0.1% 91 +49,049 38.8% Q4 2025 Jan 14, 2026
OPPENHEIMER & CO INC History Reduced 172,128 6,651 0.09% 0.1% 92 -19,482 -10.17% Q4 2025 Feb 02, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 165,243 6,385 0.01% 0.01% 93 +27,146 19.66% Q4 2025 Jan 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 164,230 6,346 0.09% 0.12% 94 -11,737 -6.67% Q4 2025 Feb 09, 2026
Point72 Asset Management, L.P. History Added to 163,000 6,298 0.01% 0.0% 95 +162,700 54233.33% Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History New 162,057 6,261 0.18% 96 +162,057 New Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 158,600 6,128 0.1% 0.15% 97 -34,088 -17.69% Q4 2025 Jan 28, 2026
Quantinno Capital Management LP History Added to 156,867 6,061 0.01% 0.01% 98 +104,184 197.76% Q4 2025 Feb 17, 2026
BML Capital Management, LLC History New 155,000 5,989 5.18% 99 +155,000 New Q4 2025 Feb 03, 2026
Mariner, LLC History Added to 152,967 5,917 0.01% 0.0% 100 +104,830 217.77% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 152,046 5,875 0.01% 0.01% 101 -31,851 -17.32% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 151,098 5,838 0.01% 0.01% 102 -23,888 -13.65% Q4 2025 Feb 17, 2026
AKRE CAPITAL MANAGEMENT LLC History No change 150,600 5,819 0.06% 0.07% 103 0 0.0% Q4 2025 Feb 13, 2026
WS MANAGEMENT LLLP History Reduced 150,455 5,813 0.48% 0.98% 104 -50,000 -24.94% Q4 2025 Feb 17, 2026
BANYAN CAPITAL MANAGEMENT, INC. History Reduced 146,248 5,651 2.46% 3.62% 105 -31,622 -17.78% Q4 2025 Feb 02, 2026
SEI INVESTMENTS CO History Reduced 143,713 5,553 0.01% 0.01% 106 -21,834 -13.19% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Added to 142,214 5,495 0.07% 0.07% 107 +6,651 4.91% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 140,596 5,432 0.01% 0.01% 108 -46,524 -24.86% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 139,270 5,381 0.01% 0.01% 109 -2,712 -1.91% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Reduced 137,238 5,302 0.03% 0.27% 110 -992,281 -87.85% Q4 2025 Jan 12, 2026
STIFEL FINANCIAL CORP History Added to 136,726 5,283 0.0% 0.01% 111 +2,765 2.06% Q4 2025 Feb 13, 2026
MARKEL GROUP INC. History No change 136,500 5,274 0.04% 0.05% 112 0 0.0% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 130,757 5,052 0.01% 0.01% 113 +36,094 38.13% Q4 2025 Jan 26, 2026
CANADA LIFE ASSURANCE Co History Added to 129,867 5,014 0.01% 0.0% 114 +72,917 128.04% Q4 2025 Feb 13, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 129,500 5,003 0.32% 0.41% 115 0 0.0% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 127,887 4,941 0.01% 0.01% 116 -2,980 -2.28% Q4 2025 Feb 12, 2026
BIGLARI CAPITAL CORP. History No change 125,420 4,846 0.52% 0.62% 117 0 0.0% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 124,515 4,811 0.01% 0.0% 118 +113,771 1058.93% Q4 2025 Feb 05, 2026
JPMORGAN CHASE & CO History Reduced 122,293 4,725 0.0% 0.0% 119 -193,012 -61.21% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Added to 121,910 4,711 0.01% 0.0% 120 +114,330 1508.31% Q4 2025 Feb 05, 2026
Kinsale Capital Group, Inc. History New 121,143 4,680 0.78% 121 +121,143 New Q4 2025 Feb 05, 2026
Weiss Asset Management LP History New 119,130 4,603 0.06% 122 +119,130 New Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Reduced 116,510 4,502 0.07% 0.11% 123 -31,730 -21.4% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History New 111,950 4,325 0.03% 124 +111,950 New Q4 2025 Feb 19, 2026
KIRR MARBACH & CO LLC /IN/ History Reduced 111,659 4,314 0.82% 1.12% 125 -26,013 -18.89% Q4 2025 Jan 26, 2026
Hillman Capital Management, Inc. History Added to 111,088 4,292 2.7% 2.39% 126 +19,599 21.42% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 111,013 4,289 0.07% 0.1% 127 +1,643 1.5% Q4 2025 Mar 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 110,696 4,278 0.0% 0.0% 128 -107,154 -49.19% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History Reduced 106,467 4,113 0.01% 0.02% 129 -48,567 -31.33% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 100,120 3,868 0.0% 0.0% 130 -4,185 -4.01% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 99,251 3,835 0.01% 0.04% 131 -210,346 -67.94% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 95,674 3,790 0.01% 0.01% 132 +18,585 24.11% Q4 2025 Jan 28, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 96,120 3,714 0.01% 0.0% 133 +70,785 279.4% Q4 2025 Feb 17, 2026
RBF Capital, LLC History New 95,000 3,670 0.16% 134 +95,000 New Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 94,966 3,668 0.04% 0.02% 135 +58,879 163.16% Q4 2025 Jan 23, 2026
Quadrature Capital Ltd History New 93,780 3,623 0.04% 136 +93,780 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 88,001 3,608 0.0% 0.0% 137 +46,450 111.79% Q4 2025 Jan 08, 2026
Steward Partners Investment Advisory, LLC History Reduced 93,004 3,593 0.02% 0.02% 138 -1,715 -1.81% Q4 2025 Feb 12, 2026
ProVise Management Group, LLC History Reduced 87,928 3,397 0.24% 0.32% 139 -9,164 -9.44% Q4 2025 Jan 29, 2026
FARLEY CAPITAL L.P. History Added to 84,909 3,280 2.44% 2.35% 140 +12,415 17.13% Q4 2025 Feb 13, 2026
PEAK6 LLC History Reduced 83,688 3,233 0.01% 0.02% 141 -169,277 -66.92% Q4 2025 Mar 12, 2026
Ruffer LLP History New 82,204 3,181 0.14% 142 +82,204 New Q4 2025 Jan 28, 2026
Asset Management Advisors, LLC History Added to 81,749 3,158 1.91% 1.25% 143 +36,195 79.46% Q4 2025 Jan 06, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 80,812 3,122 0.0% 0.0% 144 -74,584 -48.0% Q4 2025 Feb 17, 2026
Qsemble Capital Management, LP History New 80,774 3,121 0.26% 145 +80,774 New Q4 2025 Feb 05, 2026
Illinois Municipal Retirement Fund History New 76,382 2,951 0.04% 146 +76,382 New Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 74,550 2,880 0.01% 0.01% 147 -2,919 -3.77% Q4 2025 Jan 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 71,088 2,746 0.01% 0.02% 148 -133,133 -65.19% Q4 2025 Feb 17, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 70,462 2,722 0.01% 149 +70,462 New Q4 2025 Feb 17, 2026
LONDON CO OF VIRGINIA History Reduced 70,360 2,718 0.02% 0.04% 150 -81,583 -53.69% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 67,300 2,600 0.04% 0.01% 151 +59,400 751.9% Q4 2025 Jan 16, 2026
Man Group plc History New 67,235 2,597 0.0% 152 +67,235 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 66,420 2,566 0.0% 0.0% 153 -4,500 -6.35% Q4 2025 Feb 12, 2026
Woodline Partners LP History New 66,386 2,565 0.01% 154 +66,386 New Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Reduced 65,892 2,546 0.04% 0.05% 155 -7,788 -10.57% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 64,644 2,497 0.0% 0.0% 156 -11,066 -14.62% Q4 2025 Feb 02, 2026
Bridgewater Associates, LP History New 64,610 2,496 0.01% 157 +64,610 New Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Added to 64,499 2,492 0.01% 0.01% 158 +12,114 23.12% Q4 2025 Jan 30, 2026
INKWELL CAPITAL LLC History Reduced 64,085 2,476 2.52% 2.95% 159 -430 -0.67% Q4 2025 Feb 02, 2026
Creative Planning History Added to 63,833 2,466 0.0% 0.0% 160 +30,321 90.48% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 62,872 2,429 0.02% 0.02% 161 -3,803 -5.7% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 62,338 2,408 0.0% 0.0% 162 +30,218 94.08% Q4 2025 Feb 18, 2026
Treasurer of the State of North Carolina History Reduced 61,427 2,374 0.01% 0.01% 163 -5,940 -8.82% Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 31,245 2,367 0.0% 0.0% 164 0 0.0% Q4 2025 Jan 28, 2026
Y-Intercept (Hong Kong) Ltd History New 58,182 2,248 0.05% 165 +58,182 New Q4 2025 Feb 13, 2026
Lighthouse Investment Partners, LLC History Added to 57,628 2,226 0.07% 0.03% 166 +37,904 192.17% Q4 2025 Feb 17, 2026
Entropy Technologies, LP History New 57,566 2,224 0.12% 167 +57,566 New Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Reduced 57,434 2,219 0.0% 0.02% 168 -305,420 -84.17% Q4 2025 Feb 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 56,555 2,185 0.16% 169 +56,555 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 53,489 2,066 0.01% 0.03% 170 -115,553 -68.36% Q4 2025 Feb 13, 2026
Redmond Asset Management, LLC History Added to 53,081 2,051 0.52% 0.57% 171 +938 1.8% Q4 2025 Feb 09, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 43,028 2,041 0.02% 0.01% 172 +22,970 114.52% Q4 2025 Jan 21, 2026
State of Tennessee, Department of Treasury History Reduced 44,802 1,995 0.01% 0.01% 173 -3,983 -8.16% Q4 2025 Feb 18, 2026
MGO ONE SEVEN LLC History Added to 49,212 1,901 0.04% 0.01% 174 +38,583 363.0% Q4 2025 Feb 03, 2026
Amundi History Reduced 47,916 1,851 0.0% 0.0% 175 -40,552 -45.84% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 47,465 1,834 0.01% 0.01% 176 +19,011 66.81% Q4 2025 Feb 05, 2026
MMCAP International Inc. SPC History Reduced 47,257 1,826 0.18% 0.3% 177 -9,513 -16.76% Q4 2025 Feb 09, 2026
HF Advisory Group, LLC History Added to 46,092 1,780 0.62% 0.6% 178 +9,784 26.95% Q4 2025 Jan 23, 2026
Pathstone Holdings, LLC History New 45,491 1,757 0.01% 179 +45,491 New Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 45,457 1,756 0.0% 0.01% 180 -13,504 -22.9% Q4 2025 Jan 27, 2026
FORA Capital, LLC History New 47,868 1,727 0.21% 181 +47,868 New Q4 2025 Feb 13, 2026
Alpha Omega Wealth Management LLC History Reduced 44,172 1,706 0.28% 0.46% 182 -18,038 -29.0% Q4 2025 Jan 22, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 44,131 1,705 0.01% 0.01% 183 -2,681 -5.73% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 42,680 1,649 0.01% 0.01% 184 -14,218 -24.99% Q4 2025 Feb 18, 2026
COMERICA BANK History Added to 42,629 1,647 0.01% 0.0% 185 +20,407 91.83% Q4 2025 Jan 29, 2026
Greenline Partners, LLC History New 42,478 1,641 0.19% 186 +42,478 New Q4 2025 Feb 17, 2026
Midway Capital Research & Management History New 42,051 1,624 1.58% 187 +42,051 New Q4 2025 Mar 03, 2026
BIGLARI, SARDAR History No change 41,100 1,588 3.28% 3.71% 188 0 0.0% Q4 2025 Feb 17, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 41,000 1,584 0.15% 0.19% 189 0 0.0% Q4 2025 Feb 06, 2026
Arizona State Retirement System History Reduced 40,832 1,577 0.01% 0.01% 190 -3,577 -8.05% Q4 2025 Jan 28, 2026
Handelsbanken Fonder AB History No change 40,300 1,557 0.0% 0.01% 191 0 0.0% Q4 2025 Feb 06, 2026
Summit Trail Advisors, LLC History Reduced 37,842 1,462 0.03% 0.03% 192 -8,676 -18.65% Q4 2025 Feb 17, 2026
AVENIR CORP History Reduced 37,701 1,456 0.16% 1.02% 193 -181,138 -82.77% Q4 2025 Feb 13, 2026
Numerai GP LLC History Reduced 37,573 1,451 0.17% 0.29% 194 -8,629 -18.68% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 37,130 1,434 0.01% 0.0% 195 +25,000 206.1% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 36,354 1,404 0.01% 0.01% 196 +316 0.88% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 36,100 1,394 0.0% 0.0% 197 +12,738 54.52% Q4 2025 Feb 17, 2026
B. Metzler seel. Sohn & Co. AG History Added to 36,090 1,394 0.01% 0.01% 198 +5,276 17.12% Q4 2025 Jan 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 35,359 1,366 0.0% 0.0% 199 -9,089 -20.45% Q4 2025 Feb 06, 2026
Elevated Private Wealth, LLC History New 35,213 1,360 1.4% 200 +35,213 New Q4 2025 Feb 12, 2026
CAXTON ASSOCIATES LLP History Added to 34,438 1,330 0.03% 0.01% 201 +29,060 540.35% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 34,393 1,328 0.0% 0.01% 202 -36,865 -51.73% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 33,787 1,305 0.01% 0.02% 203 -8,242 -19.61% Q4 2025 Feb 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 33,600 1,298 0.02% 0.01% 204 +16,380 95.12% Q4 2025 Feb 04, 2026
BROWN ADVISORY INC History Reduced 33,343 1,288 0.0% 0.01% 205 -68,765 -67.35% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Reduced 33,311 1,287 0.01% 0.01% 206 -13,668 -29.09% Q4 2025 Feb 09, 2026
Voya Financial Advisors, Inc. History Reduced 32,368 1,267 0.12% 0.14% 207 -517 -1.57% Q4 2025 Feb 13, 2026
PDT Partners, LLC History Added to 32,785 1,266 0.08% 0.02% 208 +27,468 516.61% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 32,357 1,250 0.01% 0.01% 209 -9,129 -22.01% Q4 2025 Feb 17, 2026
Vision Capital Management, Inc. History Added to 31,644 1,222 0.15% 0.15% 210 +4,952 18.55% Q4 2025 Jan 27, 2026
KLP KAPITALFORVALTNING AS History No change 31,300 1,209 0.0% 0.01% 211 0 0.0% Q4 2025 Jan 28, 2026
Curi Capital, LLC History New 31,096 1,201 0.02% 212 +31,096 New Q4 2025 Feb 17, 2026
Argent Trust Co History Reduced 30,253 1,168 0.04% 0.05% 213 -2,650 -8.05% Q4 2025 Feb 10, 2026
Lakewood Asset Management LLC History Added to 30,189 1,166 0.68% 0.81% 214 +282 0.94% Q4 2025 Jan 26, 2026
Atlantic Union Bankshares Corp History Added to 30,156 1,165 0.02% 0.02% 215 +3,000 11.05% Q4 2025 Feb 04, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 29,810 1,152 0.0% 0.01% 216 -18,676 -38.52% Q4 2025 Feb 05, 2026
Blackhawk Capital Partners, LLC History New 29,549 1,141 0.43% 217 +29,549 New Q4 2025 Feb 04, 2026
HEARTLAND ADVISORS INC History Reduced 29,485 1,139 0.06% 0.11% 218 -17,821 -37.67% Q4 2025 Feb 11, 2026
Maryland State Retirement & Pension System History Added to 28,705 1,109 0.02% 0.01% 219 +21,473 296.92% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 27,293 1,055 0.0% 0.0% 220 +15,506 131.55% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History Reduced 26,848 1,047 0.0% 0.01% 221 -289,001 -91.5% Q4 2025 Mar 20, 2026
Cannell & Spears LLC History Reduced 26,936 1,040 0.02% 0.04% 222 -16,825 -38.45% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 26,403 1,020 0.0% 0.0% 223 +14,059 113.89% Q4 2025 Feb 10, 2026
Schonfeld Strategic Advisors LLC History Reduced 26,388 1,019 0.0% 0.01% 224 -17,912 -40.43% Q4 2025 Feb 17, 2026
Sompo Asset Management Co., Ltd. History Reduced 26,145 1,010 0.17% 0.21% 225 -570 -2.13% Q4 2025 Feb 13, 2026
CRUX WEALTH ADVISORS History Added to 25,188 973 0.36% 0.45% 226 +67 0.27% Q4 2025 Jan 21, 2026
Freestone Capital Holdings, LLC History New 25,040 967 0.03% 227 +25,040 New Q4 2025 Jan 23, 2026
TWIN CITY PRIVATE WEALTH, LLC History Added to 25,045 967 0.73% 0.87% 228 +147 0.59% Q4 2025 Feb 13, 2026
Utah Retirement Systems History Reduced 24,585 949 0.01% 0.01% 229 -281 -1.13% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Added to 24,036 928 0.01% 0.01% 230 +8,651 56.23% Q4 2025 Feb 11, 2026
Long Road Investment Counsel, LLC History Reduced 23,980 926 0.35% 0.42% 231 -2,300 -8.75% Q4 2025 Feb 04, 2026
Marathon Trading Investment Management LLC History New 23,627 912 0.02% 232 +23,627 New Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Added to 23,423 905 0.03% 0.01% 233 +13,225 129.68% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 23,403 904 0.0% 0.0% 234 +206 0.89% Q4 2025 Feb 12, 2026
Alphadyne Asset Management LP History New 23,300 900 0.02% 235 +23,300 New Q4 2025 Feb 17, 2026
Havemeyer Place LP History New 23,246 898 0.18% 237 +23,246 New Q4 2025 Feb 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 23,260 898 0.0% 0.0% 236 -12,651 -35.23% Q4 2025 Feb 13, 2026
Quinn Opportunity Partners LLC History New 23,000 888 0.04% 238 +23,000 New Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Added to 22,903 884 0.03% 0.01% 239 +17,044 290.9% Q4 2025 Jan 14, 2026
Tidal Investments LLC History Reduced 22,871 883 0.0% 0.0% 240 -10,304 -31.06% Q4 2025 Feb 13, 2026
Jain Global LLC History Reduced 22,714 877 0.0% 0.03% 242 -112,897 -83.25% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Reduced 22,702 877 0.0% 0.0% 241 -5,455 -19.37% Q4 2025 Jan 29, 2026
Sivia Capital Partners, LLC History New 22,520 870 0.18% 243 +22,520 New Q4 2025 Feb 10, 2026
Meriwether Wealth & Planning, LLC History Added to 22,295 861 0.49% 0.36% 244 +8,301 59.32% Q4 2025 Jan 14, 2026
XTX Topco Ltd History Reduced 22,043 851 0.02% 0.13% 246 -33,913 -60.61% Q4 2025 Feb 17, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 22,037 851 0.27% 0.35% 245 -1,461 -6.22% Q4 2025 Feb 03, 2026
Krilogy Financial LLC History Added to 18,669 842 0.03% 0.02% 247 +6,972 59.61% Q4 2025 Jan 27, 2026
Penserra Capital Management LLC History Added to 21,680 837 0.01% 0.01% 248 +9,126 72.69% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Reduced 21,621 835 0.01% 0.01% 249 -1,241 -5.43% Q4 2025 Feb 12, 2026
Premier Path Wealth Partners, LLC History Added to 21,514 831 0.11% 0.12% 250 +612 2.93% Q4 2025 Jan 22, 2026
GUGGENHEIM CAPITAL LLC History Reduced 21,489 830 0.01% 0.01% 251 -7,847 -26.75% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 20,532 793 0.0% 0.01% 252 -362,997 -94.65% Q4 2025 Feb 11, 2026
M&T BANK CORP History Added to 20,343 785 0.0% 0.0% 253 +13,905 215.98% Q4 2025 Jan 30, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 20,001 772 0.06% 0.08% 254 0 0.0% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Added to 19,881 768 0.02% 0.02% 255 +1,016 5.39% Q4 2025 Jan 28, 2026
LMR Partners LLP History Reduced 19,601 757 0.0% 0.01% 256 -35,480 -64.41% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 18,808 726 0.0% 0.0% 257 -35,076 -65.1% Q4 2025 Feb 17, 2026
Rockbridge Capital Management LLC History New 18,806 726 0.44% 258 +18,806 New Q4 2025 Feb 12, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 18,521 715 0.11% 0.1% 259 +3,571 23.89% Q4 2025 Feb 11, 2026
EVOLVE PRIVATE WEALTH, LLC History New 18,490 714 0.04% 260 +18,490 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 18,105 697 0.0% 0.07% 261 -1,015,134 -98.25% Q4 2025 Mar 09, 2026
CIBC Private Wealth Group LLC History Reduced 17,971 694 0.0% 0.0% 262 -4,599 -20.38% Q4 2025 Feb 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 17,370 671 0.0% 0.01% 263 -23,726 -57.73% Q4 2025 Jan 28, 2026
Quantitative Investment Management, LLC History New 17,391 671 0.07% 264 +17,391 New Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 17,091 660 0.01% 0.01% 265 +3,744 28.05% Q4 2025 Jan 26, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 16,915 653 0.03% 0.03% 266 -1,425 -7.77% Q4 2025 Feb 12, 2026
Maia Wealth LLC History Reduced 15,899 651 0.11% 0.11% 267 -3,204 -16.77% Q4 2025 Feb 17, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 16,783 648 0.01% 0.01% 268 +519 3.19% Q4 2025 Feb 10, 2026
GeoWealth Management, LLC History Reduced 16,414 634 0.02% 0.04% 269 -6,272 -27.65% Q4 2025 Feb 17, 2026
Birch Hill Investment Advisors LLC History Reduced 16,300 629 0.03% 0.07% 270 -19,937 -55.02% Q4 2025 Jan 27, 2026
Waverly Advisors, LLC History Reduced 16,290 629 0.01% 0.01% 271 -477 -2.84% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 16,168 624 0.0% 0.0% 272 -50,162 -75.62% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History Reduced 15,588 602 0.19% 0.7% 273 -381 -2.39% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 15,425 596 0.0% 0.0% 274 -15,257 -49.73% Q4 2025 Feb 11, 2026
PROFUND ADVISORS LLC History New 15,110 583 0.02% 275 +15,110 New Q4 2025 Feb 06, 2026
Vanguard Personalized Indexing Management, LLC History Added to 15,016 580 0.01% 0.0% 276 +6,810 82.99% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Reduced 14,754 570 0.03% 0.04% 277 -3,430 -18.86% Q4 2025 Feb 13, 2026
CIBC Asset Management Inc History Reduced 14,643 565 0.0% 0.0% 278 -4,975 -25.36% Q4 2025 Feb 10, 2026
SPWM Advisors LLC History New 14,393 556 0.53% 279 +14,393 New Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Reduced 13,865 535 0.0% 0.01% 280 -16,288 -54.02% Q4 2025 Jan 27, 2026
Federation des caisses Desjardins du Quebec History Added to 13,628 526 0.0% 0.0% 281 +1,520 12.55% Q4 2025 Feb 12, 2026
Cynosure Group, LLC History New 13,313 514 0.05% 282 +13,313 New Q4 2025 Feb 17, 2026
Auxano Advisors, LLC History Reduced 13,249 511 0.1% 0.14% 283 -1,007 -7.06% Q4 2025 Feb 06, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 13,150 508 0.0% 0.01% 284 -21,966 -62.55% Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Reduced 13,007 502 0.0% 0.01% 285 -411,617 -96.94% Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Added to 10,843 501 0.01% 0.01% 286 +5,228 93.11% Q4 2025 Jan 28, 2026
Daiwa Securities Group Inc. History Reduced 12,878 498 0.0% 0.0% 287 -11,252 -46.63% Q4 2025 Feb 11, 2026
Wellington Shields & Co., LLC History Added to 12,788 494 0.12% 0.15% 288 +151 1.19% Q4 2025 Feb 09, 2026
D.A. DAVIDSON & CO. History Reduced 12,696 490 0.0% 0.0% 289 -310 -2.38% Q4 2025 Jan 29, 2026
Crossmark Global Holdings, Inc. History Added to 12,635 488 0.01% 0.01% 290 +672 5.62% Q4 2025 Feb 03, 2026
HARVEY INVESTMENT CO LLC History Reduced 12,550 485 0.05% 0.2% 291 -28,200 -69.2% Q4 2025 Jan 22, 2026
Integrated Wealth Concepts LLC History Added to 12,567 485 0.01% 0.0% 292 +1,209 10.64% Q4 2025 Feb 13, 2026
AdvisorShares Investments LLC History New 12,400 479 0.08% 293 +12,400 New Q4 2025 Feb 10, 2026
Elgethun Capital Management History New 12,125 468 0.08% 294 +12,125 New Q4 2025 Feb 10, 2026
Borer Denton & Associates, Inc. History Reduced 11,784 455 0.15% 0.3% 295 -8,253 -41.19% Q4 2025 Feb 13, 2026
Keystone Financial Services History Reduced 11,548 446 0.13% 0.18% 296 -1,703 -12.85% Q4 2025 Feb 12, 2026
Intrinsic Value Partners, LLC History Reduced 11,271 435 0.33% 0.61% 297 -5,464 -32.65% Q4 2025 Jan 21, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 11,188 432 0.0% 0.0% 298 0 0.0% Q4 2025 Feb 13, 2026
Aster Capital Management (DIFC) Ltd History Added to 11,170 431 0.19% 0.2% 299 +2,191 24.4% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 11,103 429 0.01% 0.01% 300 +6,381 135.13% Q4 2025 Jan 27, 2026
CenterStar Asset Management, LLC History Added to 11,000 425 0.12% 0.04% 301 +6,503 144.61% Q4 2025 Jan 27, 2026
TD Waterhouse Canada Inc. History Added to 11,003 424 0.0% 0.0% 302 +1,171 11.91% Q4 2025 Jan 27, 2026
FRANKLIN RESOURCES INC History Reduced 10,898 421 0.0% 0.0% 303 -1,524 -12.27% Q4 2025 Feb 11, 2026
BAMCO INC /NY/ History No change 10,875 420 0.0% 0.0% 304 0 0.0% Q4 2025 Feb 17, 2026
NorthCrest Asset Manangement, LLC History Added to 10,357 417 0.01% 0.01% 305 +2,498 31.79% Q4 2025 Jan 08, 2026
Oregon Pacific Wealth Management, LLC History Added to 10,750 415 0.43% 0.31% 306 +2,708 33.67% Q4 2025 Jan 16, 2026
Aviso Financial Inc. History Added to 10,599 409 0.02% 0.02% 307 +123 1.17% Q4 2025 Feb 13, 2026
Tranquilli Financial Advisor LLC History Added to 10,254 396 0.23% 0.27% 308 +112 1.1% Q4 2025 Jan 27, 2026
Polymer Capital Management (US) LLC History Reduced 10,222 394 0.04% 0.07% 309 -3,854 -27.38% Q4 2025 Feb 17, 2026
TCV Trust & Wealth Management, Inc. History Added to 10,035 387 0.03% 0.04% 310 +200 2.03% Q4 2025 Jan 23, 2026
Orvieto Partners, L.P. History New 10,000 386 0.31% 311 +10,000 New Q4 2025 Feb 12, 2026
Campbell & CO Investment Adviser LLC History Added to 9,758 377 0.02% 0.02% 312 +4,443 83.59% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Reduced 9,684 374 0.0% 0.01% 313 -1,871 -16.19% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 9,678 373 0.0% 0.01% 314 -498 -4.89% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Added to 9,509 367 0.02% 0.01% 315 +5,889 162.68% Q4 2025 Jan 05, 2026
Farther Finance Advisors, LLC History Added to 9,224 356 0.0% 0.0% 316 +5,617 155.72% Q4 2025 Jan 23, 2026
Davis Investment Partners, LLC History Added to 9,029 354 0.12% 0.14% 317 +76 0.85% Q4 2025 Jan 06, 2026
Capstone Financial Advisors, Inc. History Added to 9,000 347 0.02% 0.02% 318 +2,000 28.57% Q4 2025 Feb 17, 2026
Centerstone Investors, LLC History No change 8,920 344 1.08% 1.43% 319 0 0.0% Q4 2025 Jan 30, 2026
Rafferty Asset Management, LLC History Reduced 8,863 342 0.0% 0.0% 320 -10,348 -53.86% Q4 2025 Feb 13, 2026
Centiva Capital, LP History New 8,862 342 0.0% 321 +8,862 New Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 8,674 335 0.01% 0.01% 322 -591 -6.38% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History New 8,337 322 0.03% 323 +8,337 New Q4 2025 Feb 06, 2026
SAGE RHINO CAPITAL LLC History New 8,321 321 0.06% 324 +8,321 New Q4 2025 Jan 30, 2026
Ensign Peak Advisors, Inc History Reduced 8,222 317 0.0% 0.0% 325 -17,850 -68.46% Q4 2025 Feb 12, 2026
HB Wealth Management, LLC History Added to 8,209 317 0.0% 0.0% 326 +844 11.46% Q4 2025 Jan 28, 2026
Revisor Wealth Management LLC History New 7,209 311 0.08% 327 +7,209 New Q4 2025 Jan 27, 2026
PARK AVENUE SECURITIES LLC History Added to 8,030 310 0.0% 0.0% 328 +371 4.84% Q4 2025 Jan 05, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History New 7,464 305 0.03% 329 +7,464 New Q4 2025 Jan 22, 2026
AlphaQuest LLC History Added to 7,876 304 0.02% 0.02% 330 +1,344 20.58% Q4 2025 Feb 09, 2026
XPONANCE LLC History Reduced 7,818 302 0.0% 0.0% 331 -5,287 -40.34% Q4 2025 Feb 12, 2026
HITE Hedge Asset Management LLC History New 7,779 300 0.02% 332 +7,779 New Q4 2025 Feb 13, 2026
Neo Ivy Capital Management History Reduced 7,717 298 0.05% 0.59% 334 -46,151 -85.67% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 7,734 298 0.01% 0.01% 333 +2,876 59.2% Q4 2025 Feb 06, 2026
waypoint wealth counsel History New 7,672 296 0.11% 335 +7,672 New Q4 2025 Jan 28, 2026
MONTAG A & ASSOCIATES INC History Reduced 7,526 290 0.01% 0.02% 336 -2,501 -24.94% Q4 2025 Feb 02, 2026
Brookstone Capital Management History Added to 7,472 288 0.0% 0.0% 337 +2,539 51.47% Q4 2025 Jan 15, 2026
Chemistry Wealth Management LLC History Reduced 7,429 287 0.05% 0.09% 338 -3,248 -30.42% Q4 2025 Jan 06, 2026
Peoples Bank/KS History New 7,370 284 0.29% 339 +7,370 New Q4 2025 Jan 08, 2026
Sanctuary Advisors, LLC History Reduced 7,331 283 0.0% 0.0% 340 -2,037 -21.74% Q4 2025 Jan 29, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 7,267 280 0.0% 0.09% 341 -1,080,296 -99.33% Q4 2025 Feb 10, 2026
Arax Advisory Partners History Reduced 7,831 276 0.01% 0.04% 342 -55,002 -87.54% Q4 2025 Feb 13, 2026
INCEPTIONR LLC History Added to 7,112 274 0.08% 0.05% 343 +2,531 55.25% Q4 2025 Feb 11, 2026
Swiss Life Asset Management Ltd History New 7,028 271 0.0% 344 +7,028 New Q4 2025 Feb 04, 2026
SYM FINANCIAL Corp History New 6,997 270 0.03% 345 +6,997 New Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History New 6,939 268 0.0% 348 +6,939 New Q4 2025 Feb 12, 2026
Heritage Wealth Advisors History Reduced 6,946 268 0.01% 0.01% 347 -30 -0.43% Q4 2025 Feb 13, 2026
Hollow Brook Wealth Management LLC History No change 6,956 268 0.07% 0.07% 346 0 0.0% Q4 2025 Feb 17, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 6,776 266 0.0% 0.01% 349 -3,364 -33.18% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 6,764 261 0.0% 0.0% 350 -3,196 -32.09% Q4 2025 Feb 17, 2026
KBC Group NV History Reduced 6,695 259 0.0% 0.0% 351 -2,178 -24.55% Q4 2025 Jan 26, 2026
Rockefeller Capital Management L.P. History Reduced 6,578 254 0.0% 0.0% 352 -707 -9.7% Q4 2025 Mar 16, 2026
Allworth Financial LP History New 6,572 253 0.0% 354 +6,572 New Q4 2025 Feb 05, 2026
PANAGORA ASSET MANAGEMENT INC History No change 6,556 253 0.0% 0.0% 353 0 0.0% Q4 2025 Feb 13, 2026
Salvus Wealth Management, LLC History Reduced 6,510 251 0.14% 0.33% 355 -6,715 -50.78% Q4 2025 Jan 12, 2026
Independence Wealth Advisors, LLC History New 6,520 251 0.14% 356 +6,520 New Q4 2025 Jan 09, 2026
1834 INVESTMENT ADVISORS CO History Reduced 6,486 250 0.03% 0.04% 357 -510 -7.29% Q4 2025 Jan 29, 2026
Laird Norton Wetherby Trust Company, LLC History New 6,449 249 0.01% 358 +6,449 New Q4 2025 Feb 17, 2026
Persium Advisors, LLC History New 6,220 240 0.17% 359 +6,220 New Q4 2025 Jan 21, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 6,200 239 0.0% 0.02% 360 -412,951 -98.52% Q4 2025 Feb 17, 2026
PERSONAL CFO SOLUTIONS, LLC History New 6,207 239 0.04% 361 +6,207 New Q4 2025 Jan 22, 2026
Sequoia Financial Advisors, LLC History New 6,149 237 0.0% 362 +6,149 New Q4 2025 Feb 03, 2026
Kestra Advisory Services, LLC History Reduced 6,123 236 0.0% 0.0% 363 -12,359 -66.87% Q4 2025 Feb 13, 2026
Hardy Reed LLC History No change 6,034 233 0.02% 0.02% 364 0 0.0% Q4 2025 Feb 06, 2026
&PARTNERS History Reduced 5,979 231 0.0% 0.01% 365 -15,358 -71.98% Q4 2025 Feb 17, 2026
BOKF, NA History Added to 5,912 228 0.0% 0.0% 366 +3 0.05% Q4 2025 Feb 03, 2026
Caerus Investment Advisors, LLC History New 5,868 226 0.07% 367 +5,868 New Q4 2025 Feb 12, 2026
Van Diest Capital, LLC History New 5,842 225 0.34% 368 +5,842 New Q4 2025 Feb 19, 2026
CSS LLC/IL History Reduced 5,820 224 0.01% 0.02% 369 -1,940 -25.0% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 5,792 223 0.0% 0.0% 370 -13,662 -70.23% Q4 2025 Jan 30, 2026
DRW Securities, LLC History New 5,654 218 0.01% 371 +5,654 New Q4 2025 Feb 12, 2026
OMERS ADMINISTRATION Corp History No change 5,627 217 0.0% 0.0% 372 0 0.0% Q4 2025 Feb 13, 2026
Lotus Technology Management, LP History New 5,517 213 0.12% 373 +5,517 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 5,490 212 0.0% 0.0% 374 +926 20.29% Q4 2025 Jan 26, 2026
Empirical Finance, LLC History Reduced 5,474 211 0.01% 0.01% 377 -310 -5.36% Q4 2025 Feb 12, 2026
Verus Financial Partners, Inc. History Reduced 4,696 211 0.02% 0.02% 376 -265 -5.34% Q4 2025 Feb 02, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 5,449 211 0.0% 0.0% 375 0 0.0% Q4 2025 Feb 10, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 5,450 210 0.04% 0.06% 378 -903 -14.21% Q4 2025 Feb 09, 2026
State of Wyoming History New 5,427 209 0.02% 379 +5,427 New Q4 2025 Feb 11, 2026
ARMISTICE CAPITAL, LLC History New 5,376 207 0.0% 380 +5,376 New Q4 2025 Feb 17, 2026
North Dakota State Investment Board History New 5,245 202 0.01% 381 +5,245 New Q4 2025 Feb 05, 2026
Envestnet Portfolio Solutions, Inc. History Added to 5,179 200 0.0% 0.0% 382 +483 10.29% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Added to 5,005 193 0.0% 0.0% 383 +4,285 595.14% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 4,561 176 0.0% 0.0% 384 -726 -13.73% Q4 2025 Feb 10, 2026
CX Institutional History Added to 4,455 172 0.01% 0.0% 385 +2,914 189.1% Q4 2025 Feb 02, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 4,293 165 0.01% 0.01% 386 -1,063 -19.85% Q4 2025 Feb 10, 2026
BankPlus Trust Department History No change 4,077 157 0.04% 0.05% 387 0 0.0% Q4 2025 Jan 27, 2026
Tower Research Capital LLC (TRC) History Added to 3,758 145 0.0% 0.0% 388 +2,072 122.89% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 3,616 139 0.0% 0.0% 389 -2,990 -45.26% Q4 2025 Feb 10, 2026
Daytona Street Capital LLC History New 3,500 135 0.1% 391 +3,500 New Q4 2025 Jan 21, 2026
STRS OHIO History Reduced 3,512 135 0.0% 0.0% 390 -71 -1.98% Q4 2025 Feb 02, 2026
Pinnacle Wealth Planning Services, Inc. History New 3,390 130 0.01% 392 +3,390 New Q4 2025 Feb 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 3,357 129 0.1% 393 +3,357 New Q4 2025 Feb 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 3,286 126 0.0% 394 +3,286 New Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Reduced 3,229 124 0.0% 0.0% 395 -3,470 -51.8% Q4 2025 Feb 02, 2026
Rakuten Securities, Inc. History Added to 2,831 109 0.04% 0.04% 396 +610 27.47% Q4 2025 Jan 29, 2026
BNP Paribas Asset Management Holding S.A. History New 2,765 107 0.0% 397 +2,765 New Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Added to 2,485 96 0.0% 0.0% 398 +108 4.54% Q4 2025 Feb 02, 2026
WEXFORD CAPITAL LP History New 2,438 94 0.02% 399 +2,438 New Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 2,400 92 0.0% 0.01% 400 -34,828 -93.55% Q4 2025 Feb 12, 2026
Leonteq Securities AG History Reduced 2,337 90 0.0% 0.01% 401 -2,002 -46.14% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Added to 2,165 83 0.0% 0.0% 402 +1,724 390.93% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Added to 2,074 80 0.0% 0.0% 403 +1,599 336.63% Q4 2025 Feb 13, 2026
MCF Advisors LLC History Added to 2,000 77 0.0% 404 +1,990 19900.0% Q4 2025 Feb 11, 2026
Covestor Ltd History Added to 2,000 77 0.04% 0.01% 405 +1,663 493.47% Q4 2025 Feb 06, 2026
Bayforest Capital Ltd History New 1,988 76 0.06% 408 +1,988 New Q4 2025 Jan 27, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 1,992 76 0.0% 0.0% 406 -581 -22.58% Q4 2025 Feb 12, 2026
Smithfield Trust Co History Reduced 1,950 76 0.0% 0.0% 407 -109 -5.29% Q4 2025 Feb 09, 2026
United Community Bank History Reduced 1,820 70 0.03% 0.09% 410 -4,605 -71.67% Q4 2025 Jan 30, 2026
Clean Yield Group History No change 1,822 70 0.02% 0.02% 409 0 0.0% Q4 2025 Jan 26, 2026
TOMPKINS FINANCIAL CORP History No change 1,750 67 0.01% 0.01% 411 0 0.0% Q4 2025 Jan 08, 2026
DANSKE BANK A/S History New 1,600 61 0.0% 412 +1,600 New Q4 2025 Feb 02, 2026
Eurizon Capital SGR S.p.A. History New 1,437 56 0.0% 414 +1,437 New Q4 2025 Feb 10, 2026
Salomon & Ludwin, LLC History Added to 1,390 56 0.0% 0.0% 413 +1,238 814.47% Q4 2025 Jan 28, 2026
Blue Trust, Inc. History Added to 1,424 55 0.0% 0.0% 415 +237 19.97% Q4 2025 Jan 16, 2026
ST GERMAIN D J CO INC History No change 1,331 51 0.0% 0.0% 416 0 0.0% Q4 2025 Jan 29, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 1,300 50 0.01% 0.01% 417 0 0.0% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Reduced 1,260 48 0.0% 0.01% 418 -10,814 -89.56% Q4 2025 Feb 06, 2026
SageView Advisory Group, LLC History New 1,232 47 0.0% 420 +1,232 New Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 1,217 47 0.0% 0.0% 419 +690 130.93% Q4 2025 Jan 20, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,193 46 0.0% 0.0% 421 -36,838 -96.86% Q4 2025 Feb 17, 2026
AMERIFLEX GROUP, INC. History Reduced 1,213 46 0.02% 0.04% 422 -1,031 -45.94% Q4 2025 Feb 18, 2026
ABOUND FINANCIAL, LLC History New 1,015 39 0.02% 423 +1,015 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Reduced 986 38 0.0% 0.0% 424 -1,288 -56.64% Q4 2025 Feb 06, 2026
True Wealth Design, LLC History Added to 907 35 0.01% 0.01% 425 +319 54.25% Q4 2025 Jan 08, 2026
Commonwealth Retirement Investments LLC History New 850 32 0.01% 427 +850 New Q4 2025 Feb 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 845 32 0.0% 0.0% 428 -842 -49.91% Q4 2025 Jan 22, 2026
Center for Financial Planning, Inc. History Added to 850 32 0.0% 0.0% 426 +150 21.43% Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Reduced 834 32 0.0% 0.0% 429 -150 -15.24% Q4 2025 Feb 13, 2026
SouthState Bank Corp History Added to 824 31 0.0% 0.0% 430 +26 3.26% Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History Added to 813 31 0.0% 0.0% 431 +13 1.63% Q4 2025 Jan 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 717 30 0.0% 0.01% 432 -56,130 -98.74% Q4 2025 Feb 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 752 29 0.0% 0.0% 433 -500 -39.94% Q4 2025 Feb 12, 2026
SJS Investment Consulting Inc. History Added to 726 28 0.0% 434 +714 5950.0% Q4 2025 Jan 21, 2026
Wilmington Savings Fund Society, FSB History Reduced 675 26 0.0% 0.01% 436 -4,803 -87.68% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Added to 690 26 0.0% 0.0% 435 +265 62.35% Q4 2025 Feb 09, 2026
Altshuler Shaham Ltd History New 621 23 0.0% 437 +621 New Q4 2025 Feb 17, 2026
Murphy & Mullick Capital Management Corp History Added to 600 23 0.02% 0.01% 438 +200 50.0% Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 581 22 0.0% 0.0% 439 -2,098 -78.31% Q4 2025 Feb 13, 2026
Steigerwald, Gordon & Koch Inc. History Added to 584 22 0.0% 0.0% 440 +384 192.0% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 504 19 0.0% 0.0% 441 +411 441.94% Q4 2025 Feb 09, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 495 19 0.0% 0.01% 442 0 0.0% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 487 18 0.0% 444 +487 New Q4 2025 Feb 09, 2026
MAI Capital Management History Reduced 483 18 0.0% 0.0% 443 -193 -28.55% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 439 16 0.0% 0.2% 445 -175,797 -99.75% Q4 2025 Jan 07, 2026
Activest Wealth Management History Added to 420 16 0.0% 449 +418 20900.0% Q4 2025 Jan 30, 2026
CYBER HORNET ETFs LLC History Reduced 419 16 0.01% 0.01% 448 -16 -3.68% Q4 2025 Feb 09, 2026
Blume Capital Management, Inc. History No change 435 16 0.0% 0.0% 446 0 0.0% Q4 2025 Feb 05, 2026
Deseret Mutual Benefit Administrators History No change 421 16 0.01% 0.01% 447 0 0.0% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History Added to 413 15 0.0% 0.0% 451 +390 1695.65% Q4 2025 Jan 08, 2026
FIRST COMMUNITY TRUST NA History No change 394 15 0.01% 0.01% 450 0 0.0% Q4 2025 Jan 16, 2026
Optiver Holding B.V. History New 343 13 0.0% 454 +343 New Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 167 13 0.0% 0.0% 452 -173 -50.88% Q4 2025 Jan 29, 2026
Parkside Financial Bank & Trust History Reduced 344 13 0.0% 0.0% 453 -1 -0.29% Q4 2025 Feb 13, 2026
KERR FINANCIAL PLANNING Corp History No change 300 13 0.02% 0.01% 455 0 0.0% Q4 2025 Feb 10, 2026
Capital Advisors, Ltd. LLC History Reduced 312 12 0.0% 0.0% 456 -32 -9.3% Q4 2025 Jan 21, 2026
Caldwell Trust Co History No change 300 11 0.0% 0.0% 457 0 0.0% Q4 2025 Jan 30, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 278 10 0.0% 0.01% 458 -158,910 -99.83% Q4 2025 Feb 03, 2026
Investment Research & Advisory Group, Inc. History Reduced 283 10 0.0% 0.43% 459 -27,885 -99.0% Q4 2025 Jan 20, 2026
Fideuram Asset Management (Ireland) dac History New 134 10 0.0% 460 +134 New Q4 2025 Feb 10, 2026
Signature Equity Partners, LLC History New 244 9 0.0% 463 +244 New Q4 2025 Feb 17, 2026
Quent Capital, LLC History Reduced 240 9 0.0% 0.0% 462 -158 -39.7% Q4 2025 Jan 29, 2026
Cheviot Value Management, LLC History Reduced 200 9 0.0% 0.0% 461 -50 -20.0% Q4 2025 Feb 03, 2026
Concord Wealth Partners History Reduced 223 8 0.0% 0.0% 464 -265 -54.3% Q4 2025 Jan 29, 2026
OPTIMA CAPITAL LLC History New 221 8 0.0% 466 +221 New Q4 2025 Jan 23, 2026
Stephens Consulting, LLC History Reduced 210 8 0.0% 0.0% 465 -39 -15.66% Q4 2025 Jan 13, 2026
MidAtlantic Capital Management, Inc. History New 185 7 0.0% 469 +185 New Q4 2025 Feb 10, 2026
Nova Wealth Management, Inc. History Added to 195 7 0.0% 0.0% 470 +75 62.5% Q4 2025 Jan 14, 2026
Ancora Advisors LLC History No change 184 7 0.0% 0.0% 467 0 0.0% Q4 2025 Feb 17, 2026
DHJJ Financial Advisors, Ltd. History No change 190 7 0.0% 0.0% 468 0 0.0% Q4 2025 Jan 23, 2026
Rachor Investment Advisory Services, LLC History New 156 6 0.0% 474 +156 New Q4 2025 Jan 30, 2026
CoreCap Advisors, LLC History Added to 181 6 0.0% 0.0% 472 +23 14.56% Q4 2025 Jan 13, 2026
Independence Bank of Kentucky History Added to 181 6 0.0% 0.0% 471 +22 13.84% Q4 2025 Jan 20, 2026
Global Wealth Strategies & Associates History No change 159 6 0.0% 0.0% 473 0 0.0% Q4 2025 Jan 02, 2026
Oakworth Capital, Inc. History New 147 5 0.0% 477 +147 New Q4 2025 Jan 30, 2026
Golden State Wealth Management, LLC History New 135 5 0.0% 479 +135 New Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Added to 135 5 0.0% 478 +121 864.29% Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Reduced 140 5 0.0% 0.0% 476 -18 -11.39% Q4 2025 Jan 14, 2026
S&T BANK/PA History No change 130 5 0.0% 0.0% 475 0 0.0% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Reduced 110 4 0.0% 0.0% 481 -4,426 -97.57% Q4 2025 Feb 13, 2026
High Note Wealth, LLC History New 129 4 0.0% 483 +129 New Q4 2025 Feb 05, 2026
Johnson Financial Group, Inc. History Reduced 113 4 0.0% 0.0% 482 -64 -36.16% Q4 2025 Feb 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 109 4 0.0% 0.0% 480 0 0.0% Q4 2025 Feb 03, 2026
CENTRAL TRUST Co History Reduced 100 3 0.0% 0.0% 484 -475 -82.61% Q4 2025 Feb 02, 2026
PRIVATE TRUST CO NA History Reduced 92 3 0.0% 0.0% 485 -164 -64.06% Q4 2025 Jan 26, 2026
TUCKER ASSET MANAGEMENT LLC History New 103 3 0.0% 488 +103 New Q4 2025 Feb 05, 2026
Bruce G. Allen Investments, LLC History New 86 3 0.0% 489 +86 New Q4 2025 Feb 10, 2026
Manchester Capital Management LLC History Added to 98 3 0.0% 0.0% 486 +48 96.0% Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History Reduced 91 3 0.0% 0.0% 487 -46 -33.58% Q4 2025 Jan 30, 2026
Root Financial Partners, LLC History Reduced 56 2 0.0% 0.0% 493 -225 -80.07% Q4 2025 Feb 10, 2026
Elyxium Wealth, LLC History New 76 2 0.0% 494 +76 New Q4 2025 Feb 05, 2026
SBI Securities Co., Ltd. History Reduced 55 2 0.0% 0.0% 492 -13 -19.12% Q4 2025 Feb 03, 2026
Grove Bank & Trust History No change 61 2 0.0% 0.0% 490 0 0.0% Q4 2025 Jan 08, 2026
McIlrath & Eck, LLC History No change 53 2 0.0% 0.0% 491 0 0.0% Q4 2025 Feb 03, 2026
Caitong International Asset Management Co., Ltd History Reduced 26 1 0.0% 0.11% 504 -3,574 -99.28% Q4 2025 Mar 03, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 28 1 0.0% 0.0% 496 -52 -65.0% Q4 2025 Feb 23, 2026
Private Wealth Management Group, LLC History Reduced 42 1 0.0% 0.0% 505 -47 -52.81% Q4 2025 Jan 23, 2026
Prestige Wealth Management Group LLC History Added to 51 1 0.0% 497 +34 200.0% Q4 2025 Feb 11, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 33 1 0.0% 507 +33 New Q4 2025 Jan 28, 2026
Nvest Wealth Strategies, Inc. History New 33 1 0.0% 510 +33 New Q4 2025 Jan 28, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 30 1 0.0% 0.0% 495 -29 -49.15% Q4 2025 Jan 23, 2026
Avion Wealth History New 28 1 0.0% 499 +28 New Q4 2025 Jan 23, 2026
Cedar Mountain Advisors, LLC History New 27 1 0.0% 500 +27 New Q4 2025 Feb 11, 2026
Ankerstar Wealth, LLC History New 27 1 0.0% 509 +27 New Q4 2025 Feb 12, 2026
Cromwell Holdings LLC History Added to 28 1 0.0% 502 +14 100.0% Q4 2025 Jan 20, 2026
Bell Investment Advisors, Inc History Added to 29 1 0.0% 501 +13 81.25% Q4 2025 Feb 24, 2026
Carolina Wealth Advisors, LLC History No change 33 1 0.0% 0.0% 498 0 0.0% Q4 2025 Jan 21, 2026
REDMONT WEALTH ADVISORS LLC History No change 40 1 0.0% 0.0% 503 0 0.0% Q4 2025 Feb 06, 2026
Financial Network Wealth Advisors LLC History No change 31 1 0.0% 0.0% 506 0 0.0% Q4 2025 Feb 13, 2026
LRI Investments, LLC History No change 31 1 0.0% 0.0% 508 0 0.0% Q4 2025 Feb 04, 2026
FIDUCIARY MANAGEMENT INC /WI/ History Closed out 0 0 1.48% -3,249,561 -100.0% Q3 2025 Nov 14, 2025
Turtle Creek Asset Management Inc. History Closed out 0 0 3.67% -2,707,477 -100.0% Q3 2025 Nov 14, 2025
COOKE & BIELER LP History Closed out 0 0 1.04% -2,241,359 -100.0% Q3 2025 Oct 31, 2025
Giverny Capital Inc. History Closed out 0 0 2.54% -1,670,114 -100.0% Q3 2025 Nov 17, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.29% -1,633,409 -100.0% Q3 2025 Nov 10, 2025
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.01% -981,905 -100.0% Q3 2025 Nov 14, 2025
HAWK RIDGE CAPITAL MANAGEMENT LP History Closed out 0 0 2.08% -973,980 -100.0% Q3 2025 Nov 14, 2025
J. Goldman & Co LP History Closed out 0 0 0.76% -670,557 -100.0% Q3 2025 Nov 14, 2025
WEITZ INVESTMENT MANAGEMENT, INC. History Closed out 0 0 1.58% -649,400 -100.0% Q3 2025 Nov 10, 2025
CHECK CAPITAL MANAGEMENT INC/CA History Closed out 0 0 0.89% -600,043 -100.0% Q3 2025 Nov 06, 2025
Candriam S.C.A. History Closed out 0 0 0.12% -494,079 -100.0% Q3 2025 Nov 06, 2025
SCHWERIN BOYLE CAPITAL MANAGEMENT INC History Closed out 0 0 1.83% -372,156 -100.0% Q3 2025 Nov 13, 2025
Azora Capital LP History Closed out 0 0 0.76% -364,571 -100.0% Q3 2025 Nov 14, 2025
Courant Investment Management LLC History Closed out 0 0 8.78% -247,520 -100.0% Q3 2025 Oct 30, 2025
Eldred Rock Partners, LLC History Closed out 0 0 2.33% -207,986 -100.0% Q3 2025 Oct 21, 2025
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.28% -123,887 -100.0% Q3 2025 Nov 14, 2025
True North Advisors, LLC History Closed out 0 0 0.88% -123,742 -100.0% Q3 2025 Oct 14, 2025
Marathon Asset Management Ltd History Closed out 0 0 0.16% -97,155 -100.0% Q3 2025 Oct 17, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.15% -87,189 -100.0% Q3 2025 Nov 17, 2025
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.03% -86,444 -100.0% Q3 2025 Nov 12, 2025
APG Asset Management N.V. History Closed out 0 0 0.01% -85,200 -100.0% Q3 2025 Nov 12, 2025
Invenomic Capital Management LP History Closed out 0 0 0.17% -78,349 -100.0% Q3 2025 Nov 14, 2025
Chevy Chase Trust Holdings, LLC History Closed out 0 0 0.01% -76,591 -100.0% Q3 2025 Nov 14, 2025
TD ASSET MANAGEMENT INC History Closed out 0 0 0.0% -76,431 -100.0% Q3 2025 Nov 10, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -72,944 -100.0% Q3 2025 Nov 14, 2025
KING LUTHER CAPITAL MANAGEMENT CORP History Closed out 0 0 0.01% -72,217 -100.0% Q3 2025 Nov 07, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.12% -70,002 -100.0% Q3 2025 Nov 14, 2025
Interval Partners, LP History Closed out 0 0 0.05% -65,000 -100.0% Q3 2025 Nov 14, 2025
Ascent Group, LLC History Closed out 0 0 0.09% -57,618 -100.0% Q3 2025 Oct 20, 2025
Union Square Park Capital Management, LLC History Closed out 0 0 0.8% -50,000 -100.0% Q3 2025 Nov 14, 2025
ProShare Advisors LLC History Closed out 0 0 0.0% -48,766 -100.0% Q3 2025 Nov 06, 2025
ENGLISH CAPITAL MANAGEMENT LLC History Closed out 0 0 1.25% -43,301 -100.0% Q3 2025 Nov 12, 2025
Delta Global Management LP History Closed out 0 0 0.14% -42,237 -100.0% Q3 2025 Nov 14, 2025
VAN ECK ASSOCIATES CORP History Closed out 0 0 0.0% -41,714 -100.0% Q3 2025 Nov 13, 2025
COMMERCE BANK History Closed out 0 0 0.01% -41,225 -100.0% Q3 2025 Nov 12, 2025
STATE OF MICHIGAN RETIREMENT SYSTEM History Closed out 0 0 0.01% -40,548 -100.0% Q3 2025 Nov 05, 2025
Czech National Bank History Closed out 0 0 0.01% -38,116 -100.0% Q3 2025 Oct 08, 2025
Gilman Hill Asset Management, LLC History Closed out 0 0 0.26% -37,643 -100.0% Q3 2025 Oct 15, 2025
Jump Financial, LLC History Closed out 0 0 0.02% -36,701 -100.0% Q3 2025 Nov 13, 2025
Patriot Financial Group Insurance Agency, LLC History Closed out 0 0 0.2% -34,017 -100.0% Q3 2025 Oct 08, 2025
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -33,999 -100.0% Q3 2025 Oct 07, 2025
Retirement Systems of Alabama History Closed out 0 0 0.0% -32,013 -100.0% Q3 2025 Oct 31, 2025
UniSuper Management Pty Ltd History Closed out 0 0 0.01% -31,909 -100.0% Q3 2025 Oct 31, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.17% -30,902 -100.0% Q3 2025 Nov 14, 2025
TORONTO DOMINION BANK History Closed out 0 0 0.0% -30,115 -100.0% Q3 2025 Nov 14, 2025
Rakuten Investment Management, Inc. History Closed out 0 0 0.02% -28,181 -100.0% Q3 2025 Oct 30, 2025
GREENUP STREET WEALTH MANAGEMENT LLC History Closed out 0 0 0.18% -25,587 -100.0% Q3 2025 Oct 16, 2025
WINTON GROUP Ltd History Closed out 0 0 0.04% -24,985 -100.0% Q3 2025 Nov 13, 2025
Leith Wheeler Investment Counsel Ltd. History Closed out 0 0 0.07% -23,849 -100.0% Q3 2025 Nov 14, 2025
CWA Asset Management Group, LLC History Closed out 0 0 0.04% -23,781 -100.0% Q3 2025 Oct 22, 2025
Triangle Securities Wealth Management History Closed out 0 0 0.22% -21,213 -100.0% Q3 2025 Oct 15, 2025
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -21,082 -100.0% Q3 2025 Nov 03, 2025
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 0.04% -21,035 -100.0% Q3 2025 Nov 14, 2025
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 0.2% -21,000 -100.0% Q3 2025 Nov 03, 2025
CREDIT AGRICOLE S A History Closed out 0 0 0.0% -19,697 -100.0% Q3 2025 Nov 14, 2025
ClearAlpha Technologies LP History Closed out 0 0 2.35% -19,135 -100.0% Q3 2025 Nov 14, 2025
Pacer Advisors, Inc. History Closed out 0 0 0.0% -18,847 -100.0% Q3 2025 Oct 15, 2025
Scientech Research LLC History Closed out 0 0 0.28% -17,686 -100.0% Q3 2025 Nov 14, 2025
Raiffeisen Bank International AG History Closed out 0 0 0.01% -17,636 -100.0% Q3 2025 Nov 10, 2025
BRIDGES INVESTMENT MANAGEMENT INC History Closed out 0 0 0.01% -17,262 -100.0% Q3 2025 Nov 04, 2025
GTS SECURITIES LLC History Closed out 0 0 0.03% -17,187 -100.0% Q3 2025 Nov 14, 2025
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.04% -17,000 -100.0% Q3 2025 Oct 30, 2025
Diversified Trust Co History Closed out 0 0 0.01% -15,453 -100.0% Q3 2025 Oct 20, 2025
PARK CIRCLE Co History Closed out 0 0 0.58% -15,350 -100.0% Q3 2025 Nov 07, 2025
Vinva Investment Management Ltd History Closed out 0 0 0.02% -15,167 -100.0% Q3 2025 Nov 13, 2025
Greenland Capital Management LP History Closed out 0 0 0.07% -14,819 -100.0% Q3 2025 Nov 10, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.03% -13,664 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.09% -13,625 -100.0% Q3 2025 Nov 14, 2025
NEOS Investment Management LLC History Closed out 0 0 0.0% -13,334 -100.0% Q3 2025 Nov 07, 2025
Avior Wealth Management, LLC History Closed out 0 0 0.02% -13,239 -100.0% Q3 2025 Nov 14, 2025
SHEETS SMITH WEALTH MANAGEMENT History Closed out 0 0 0.07% -13,200 -100.0% Q3 2025 Oct 16, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.15% -13,158 -100.0% Q3 2025 Nov 13, 2025
PECAUT & CO. History Closed out 0 0 0.19% -13,050 -100.0% Q3 2025 Nov 03, 2025
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.0% -12,941 -100.0% Q3 2025 Nov 13, 2025
Dakota Wealth Management History Closed out 0 0 0.01% -12,626 -100.0% Q3 2025 Nov 10, 2025
180 WEALTH ADVISORS, LLC History Closed out 0 0 0.07% -12,393 -100.0% Q3 2025 Oct 16, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.2% -11,712 -100.0% Q3 2025 Nov 13, 2025
Employees Retirement System of Texas History Closed out 0 0 0.0% -11,098 -100.0% Q3 2025 Nov 13, 2025
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.0% -10,972 -100.0% Q3 2025 Oct 14, 2025
Headlands Technologies LLC History Closed out 0 0 0.04% -10,965 -100.0% Q3 2025 Nov 12, 2025
MIZUHO SECURITIES USA LLC History Closed out 0 0 0.01% -10,930 -100.0% Q3 2025 Oct 22, 2025
Robeco Institutional Asset Management B.V. History Closed out 0 0 0.0% -10,798 -100.0% Q3 2025 Oct 22, 2025
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Closed out 0 0 0.0% -10,693 -100.0% Q3 2025 Oct 24, 2025
BANK OF NOVA SCOTIA History Closed out 0 0 0.0% -10,445 -100.0% Q3 2025 Nov 14, 2025
Vestcor Inc History Closed out 0 0 0.01% -10,287 -100.0% Q3 2025 Nov 13, 2025
Mitsubishi UFJ Trust & Banking Corp History Closed out 0 0 0.0% -9,357 -100.0% Q3 2025 Oct 31, 2025
Korea Investment CORP History Closed out 0 0 0.0% -9,259 -100.0% Q3 2025 Nov 13, 2025
Riverwater Partners LLC History Closed out 0 0 0.17% -9,218 -100.0% Q3 2025 Oct 31, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -9,196 -100.0% Q3 2025 Oct 14, 2025
Aberdeen Group plc History Closed out 0 0 0.0% -8,733 -100.0% Q3 2025 Nov 07, 2025
HARTFORD INVESTMENT MANAGEMENT CO History Closed out 0 0 0.01% -8,649 -100.0% Q3 2025 Nov 04, 2025
Norinchukin Bank, The History Closed out 0 0 0.01% -8,453 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -8,413 -100.0% Q3 2025 Nov 14, 2025
Allspring Global Investments Holdings, LLC History Closed out 0 0 0.0% -8,016 -100.0% Q3 2025 Oct 20, 2025
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 0.0% -8,000 -100.0% Q3 2025 Oct 20, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.11% -7,646 -100.0% Q3 2025 Nov 13, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 0.02% -7,524 -100.0% Q3 2025 Nov 14, 2025
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -7,426 -100.0% Q3 2025 Nov 13, 2025
Beaumont Asset Management, L.L.C. History Closed out 0 0 0.17% -7,384 -100.0% Q3 2025 Oct 29, 2025
CHOREO, LLC History Closed out 0 0 0.0% -7,253 -100.0% Q3 2025 Nov 12, 2025
SECURIAN ASSET MANAGEMENT, INC History Closed out 0 0 0.01% -7,183 -100.0% Q3 2025 Oct 23, 2025
BLALOCK WILLIAMS, LLC History Closed out 0 0 0.28% -7,159 -100.0% Q3 2025 Oct 28, 2025
Sumitomo Mitsui Trust Group, Inc. History Closed out 0 0 0.0% -7,131 -100.0% Q3 2025 Oct 27, 2025
Ilex Capital Partners (UK) LLP History Closed out 0 0 0.01% -6,987 -100.0% Q3 2025 Nov 14, 2025
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Closed out 0 0 0.01% -6,880 -100.0% Q3 2025 Dec 15, 2025
One Wealth Map LLC History Closed out 0 0 0.12% -6,545 -100.0% Q3 2025 Nov 12, 2025
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Closed out 0 0 0.0% -6,439 -100.0% Q3 2025 Nov 14, 2025
Resonant Capital Advisors, LLC History Closed out 0 0 0.02% -6,388 -100.0% Q3 2025 Oct 29, 2025
Limestone Investment Advisors LP History Closed out 0 0 0.02% -5,500 -100.0% Q3 2025 Nov 13, 2025
Integrated Advisors Network LLC History Closed out 0 0 0.01% -5,454 -100.0% Q3 2025 Nov 12, 2025
Asset Management One Co., Ltd. History Closed out 0 0 0.0% -5,441 -100.0% Q3 2025 Oct 22, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.11% -5,331 -100.0% Q3 2025 Nov 14, 2025
Arkadios Wealth Advisors History Closed out 0 0 0.01% -5,276 -100.0% Q3 2025 Oct 29, 2025
FRANKLIN STREET ADVISORS INC /NC History Closed out 0 0 0.01% -5,241 -100.0% Q3 2025 Oct 09, 2025
Jacobi Capital Management LLC History Closed out 0 0 0.01% -5,196 -100.0% Q3 2025 Nov 07, 2025
Institute for Wealth Management, LLC. History Closed out 0 0 0.02% -5,179 -100.0% Q3 2025 Oct 17, 2025
Ethic Inc. History Closed out 0 0 0.0% -5,117 -100.0% Q3 2025 Oct 17, 2025
Cypress Capital Group History Closed out 0 0 0.03% -5,013 -100.0% Q3 2025 Nov 03, 2025
Savant Capital, LLC History Closed out 0 0 0.0% -4,968 -100.0% Q3 2025 Mar 04, 2026
Sendero Wealth Management, LLC History Closed out 0 0 0.03% -4,866 -100.0% Q3 2025 Oct 08, 2025
Perigon Wealth Management, LLC History Closed out 0 0 0.0% -4,844 -100.0% Q3 2025 Oct 17, 2025
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 0.01% -4,800 -100.0% Q3 2025 Oct 01, 2025
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Closed out 0 0 0.0% -4,783 -100.0% Q3 2025 Nov 07, 2025
BERKSHIRE ASSET MANAGEMENT LLC/PA History Closed out 0 0 0.01% -4,740 -100.0% Q3 2025 Nov 07, 2025
Ritter Daniher Financial Advisory LLC / DE History Closed out 0 0 0.04% -4,723 -100.0% Q3 2025 Nov 03, 2025
FourThought Financial Partners, LLC History Closed out 0 0 0.02% -4,697 -100.0% Q3 2025 Nov 13, 2025
ASR Vermogensbeheer N.V. History Closed out 0 0 0.0% -4,694 -100.0% Q3 2025 Oct 28, 2025
Leonard Rickey Investment Advisors P.L.L.C. History Closed out 0 0 0.04% -4,676 -100.0% Q3 2025 Oct 14, 2025
Cresset Asset Management, LLC History Closed out 0 0 0.0% -4,622 -100.0% Q3 2025 Jan 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -4,531 -100.0% Q3 2025 Nov 03, 2025
Chicago Capital, LLC History Closed out 0 0 0.0% -4,491 -100.0% Q3 2025 Oct 22, 2025
Ruane, Cunniff & Goldfarb L.P. History Closed out 0 0 0.0% -4,469 -100.0% Q3 2025 Nov 14, 2025
MUFG SECURITIES AMERICAS INC. History Closed out 0 0 0.01% -4,047 -100.0% Q3 2025 Nov 10, 2025
Harel Insurance Investments & Financial Services Ltd. History Closed out 0 0 0.0% -3,900 -100.0% Q3 2025 Oct 29, 2025
HM PAYSON & CO History Closed out 0 0 0.0% -3,800 -100.0% Q3 2025 Oct 17, 2025
OSSIAM History Closed out 0 0 0.0% -3,063 -100.0% Q3 2025 Nov 14, 2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 15 0 0.01% -2,941 -99.49% Q4 2025 Feb 11, 2026
MUFG Securities EMEA plc History Closed out 0 0 0.0% -2,872 -100.0% Q3 2025 Nov 14, 2025
Canada Post Corp Registered Pension Plan History Closed out 0 0 0.01% -2,527 -100.0% Q3 2025 Nov 05, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -2,111 -100.0% Q3 2025 Nov 14, 2025
Hilltop National Bank History Closed out 0 0 0.02% -2,027 -100.0% Q3 2025 Oct 08, 2025
Resona Asset Management Co.,Ltd. History Closed out 0 0 0.0% -1,721 -100.0% Q3 2025 Oct 31, 2025
Ameritas Investment Partners, Inc. History Closed out 0 0 0.0% -1,438 -100.0% Q3 2025 Nov 10, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -1,351 -100.0% Q3 2025 Oct 21, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 0.01% -880 -100.0% Q3 2025 Nov 04, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -870 -100.0% Q3 2025 Nov 12, 2025
Quarry LP History Closed out 0 0 0.01% -669 -100.0% Q3 2025 Nov 14, 2025
SENTRY INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.01% -419 -100.0% Q3 2025 Nov 05, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -400 -100.0% Q3 2025 Oct 07, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -260 -100.0% Q3 2025 Nov 13, 2025
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 0.02% -256 -100.0% Q3 2025 Oct 07, 2025
FOSTER DYKEMA CABOT & PARTNERS, LLC History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 12, 2025
Fairscale Capital, LLC History Closed out 0 0 0.01% -194 -100.0% Q3 2025 Nov 06, 2025
Truvestments Capital LLC History Closed out 0 0 0.0% -187 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -182 -100.0% Q3 2025 Nov 06, 2025
TD PRIVATE CLIENT WEALTH LLC History Reduced 6 0 0.0% -120 -95.24% Q4 2025 Feb 05, 2026
Rise Advisors, LLC History Closed out 0 0 0.0% -115 -100.0% Q3 2025 Oct 08, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -109 -100.0% Q3 2025 Nov 07, 2025
Global X Japan Co., Ltd. History Closed out 0 0 0.0% -106 -100.0% Q3 2025 Oct 15, 2025
WHITTIER TRUST CO OF NEVADA INC History Closed out 0 0 0.0% -103 -100.0% Q3 2025 Oct 31, 2025
Fortitude Family Office, LLC History Closed out 0 0 0.0% -103 -100.0% Q3 2025 Oct 17, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -72 -100.0% Q3 2025 Nov 10, 2025
GW&K Investment Management, LLC History Closed out 0 0 0.0% -68 -100.0% Q3 2025 Nov 12, 2025
Plato Investment Management Ltd History Closed out 0 0 0.0% -57 -100.0% Q3 2025 Nov 05, 2025
Key FInancial Inc History Closed out 0 0 0.0% -41 -100.0% Q3 2025 Nov 05, 2025
HOWARD HUGHES MEDICAL INSTITUTE History Closed out 0 0 0.0% -33 -100.0% Q3 2025 Nov 14, 2025
Spire Wealth Management History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Oct 23, 2025
Kilter Group LLC History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Feb 06, 2026
Sachetta, LLC History Closed out 0 0 -22 -100.0% Q3 2025 Oct 24, 2025
Westfuller Advisors, LLC History Closed out 0 0 -21 -100.0% Q3 2025 Oct 30, 2025
Rialto Wealth Management, LLC History Closed out 0 0 -21 -100.0% Q3 2025 Nov 07, 2025
Aspect Partners, LLC History Closed out 0 0 -20 -100.0% Q3 2025 Nov 06, 2025
DiNuzzo Private Wealth, Inc. History Reduced 2 0 -14 -87.5% Q4 2025 Jan 16, 2026
Rossby Financial, LCC History New 14 0 +14 New Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History New 12 0 +12 New Q4 2025 Jan 29, 2026
Advocate Investing Services LLC History New 12 0 +12 New Q4 2025 Feb 12, 2026
Cloud Capital Management, LLC History Closed out 0 0 -12 -100.0% Q3 2025 Nov 03, 2025
ORG Partners LLC History Closed out 0 0 -11 -100.0% Q3 2025 Oct 24, 2025
Bare Financial Services, Inc History New 10 0 +10 New Q4 2025 Feb 06, 2026
1620 INVESTMENT ADVISORS, INC. History Closed out 0 0 -10 -100.0% Q3 2025 Oct 07, 2025
WINNOW WEALTH LLC History New 9 0 +9 New Q4 2025 Feb 11, 2026
Transamerica Financial Advisors, LLC History Reduced 8 0 -8 -50.0% Q4 2025 Feb 13, 2026
FINANCIAL CONSULATE, INC History Reduced 15 0 0.0% -8 -34.78% Q4 2025 Jan 22, 2026
Abound Wealth Management History Added to 9 0 +8 800.0% Q4 2025 Jan 12, 2026
HFM Investment Advisors, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 12, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 23 0 +5 27.78% Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History Added to 8 0 +5 166.67% Q4 2025 Jan 29, 2026
Colonial Trust Co / SC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 10, 2025
Cornerstone Planning Group LLC History Added to 18 0 +4 28.57% Q4 2025 Feb 02, 2026
Bay Harbor Wealth Management, LLC History Reduced 2 0 -3 -60.0% Q4 2025 Feb 02, 2026
SHP Wealth Management History New 3 0 +3 New Q4 2025 Mar 04, 2026
WestEnd Advisors, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 22, 2025
American Capital Advisory, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 28, 2025
ROSS\JOHNSON & Associates LLC History New 2 0 +2 New Q4 2025 Feb 12, 2026
Keating Financial Advisory Services, Inc. History New 2 0 +2 New Q4 2025 Feb 09, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 13, 2025
Hughes Financial Services, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Harvest Fund Management Co., Ltd History Closed out 0 0 -1 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 03, 2025
SOA Wealth Advisors, LLC. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 21, 2025
North Capital, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 09, 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 10 0 0 0.0% Q4 2025 Feb 13, 2026
Your Advocates Ltd., LLP History No change 10 0 0 0.0% Q4 2025 Feb 02, 2026
Addison Advisors LLC History No change 20 0 0 0.0% Q4 2025 Feb 06, 2026
Private Wealth Asset Management, LLC History No change 3 0 0 0.0% Q4 2025 Feb 10, 2026
DecisionPoint Financial, LLC History No change 1 0 0 0.0% Q4 2025 Jan 29, 2026
Valued Wealth Advisors LLC History No change 2 0 0 0.0% Q4 2025 Jan 30, 2026
Gen-Wealth Partners Inc History No change 10 0 0 0.0% Q4 2025 Feb 13, 2026
WPG Advisers, LLC History No change 4 0 0 0.0% Q4 2025 Jan 28, 2026