Stride, Inc. - LRN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Reduced 6,541,819 424,760 0.01% 0.02% 1 -72,276 -1.09% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 4,883,571 317,090 0.0% 0.01% 2 +340,838 7.5% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Added to 2,000,645 129,901 0.02% 0.0% 3 +1,848,262 1212.91% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,659,795 107,772 0.02% 0.04% 4 +408,585 32.66% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 1,648,357 107,027 0.0% 0.01% 5 +45,959 2.87% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 1,631,570 105,937 0.01% 0.01% 6 +808,141 98.14% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Added to 1,414,430 91,847 0.04% 0.09% 7 +21,949 1.58% Q4 2025 Feb 17, 2026
NORGES BANK History New 1,122,305 72,871 0.01% 8 +1,122,305 New Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,052,612 68,356 0.0% 0.01% 9 +8,919 0.85% Q4 2025 Feb 09, 2026
Invesco Ltd. History Reduced 978,646 63,543 0.01% 0.04% 10 -826,862 -45.8% Q4 2025 Feb 19, 2026
Swedbank AB History No change 972,874 63,168 0.06% 0.15% 11 0 0.0% Q4 2025 Feb 09, 2026
MILLENNIUM MANAGEMENT LLC History Added to 886,099 57,534 0.02% 0.01% 12 +736,807 493.53% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 852,601 55,359 0.08% 0.02% 13 +780,431 1081.38% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 734,291 47,677 0.02% 0.05% 14 +17,822 2.49% Q4 2025 Feb 02, 2026
DEUTSCHE BANK AG\ History Added to 695,898 45,184 0.01% 0.03% 15 +118,824 20.59% Q4 2025 Feb 11, 2026
BARCLAYS PLC History Added to 688,214 44,685 0.01% 0.01% 16 +494,215 254.75% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 633,620 41,140 0.01% 0.01% 17 +18,812 3.06% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 596,076 38,703 0.0% 0.0% 18 +296,958 99.28% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 590,018 38,309 0.01% 0.02% 19 -90,775 -13.33% Q4 2025 Jan 29, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 578,903 37,589 0.0% 0.02% 20 -387,699 -40.11% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 577,239 37,480 0.01% 0.02% 21 -120,132 -17.23% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 666,452 36,866 0.05% 0.0% 22 +665,524 71715.95% Q4 2025 Jan 09, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 562,346 36,513 0.02% 0.01% 23 +490,445 682.11% Q4 2025 Feb 13, 2026
Ophir Asset Management Pty Ltd History Added to 537,915 34,926 3.92% 3.73% 24 +334,932 165.0% Q4 2025 Feb 17, 2026
Nearwater Capital Markets, Ltd History New 488,000 31,685 0.54% 25 +488,000 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 458,526 29,772 0.01% 0.1% 26 -869,911 -65.48% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 454,925 29,538 0.01% 0.01% 27 +348,335 326.8% Q4 2025 Feb 10, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Added to 427,783 27,775 1.53% 2.48% 28 +122,430 40.09% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 423,640 27,506 0.0% 0.01% 29 -35,741 -7.78% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 403,586 26,204 0.05% 0.12% 30 +666 0.17% Q4 2025 Mar 16, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 369,928 24,019 0.13% 0.19% 31 +137,775 59.35% Q4 2025 Jan 13, 2026
TWO SIGMA ADVISERS, LP History New 369,688 24,003 0.05% 32 +369,688 New Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 367,100 23,835 0.04% 33 +367,100 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 366,935 23,825 0.0% 0.01% 34 +24,562 7.17% Q4 2025 Feb 17, 2026
Khrom Capital Management LLC History New 358,204 23,258 2.42% 35 +358,204 New Q4 2025 Feb 17, 2026
FMR LLC History Reduced 332,245 21,572 0.0% 0.0% 36 -302,493 -47.66% Q4 2025 Feb 17, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 329,365 21,385 0.5% 1.15% 37 +10,780 3.38% Q4 2025 Feb 09, 2026
Point72 Asset Management, L.P. History Added to 322,729 20,954 0.02% 0.05% 38 +132,745 69.87% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 309,642 20,105 0.0% 0.01% 39 -72,831 -19.04% Q4 2025 Mar 25, 2026
Fiera Capital Corp History Added to 294,147 19,098 0.06% 0.11% 40 +68,154 30.16% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Added to 284,092 18,446 0.0% 0.01% 41 +3,899 1.39% Q4 2025 Feb 10, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 262,826 17,065 0.06% 0.04% 42 +190,325 262.51% Q4 2025 Feb 17, 2026
BREACH INLET CAPITAL MANAGEMENT, LLC History Added to 247,321 16,058 7.56% 16.64% 43 +21,006 9.28% Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History Added to 232,098 15,070 0.13% 0.15% 44 +116,096 100.08% Q4 2025 Feb 11, 2026
TUDOR INVESTMENT CORP ET AL History Added to 227,682 14,783 0.03% 81.51% 45 +109,808 93.16% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 224,496 14,576 0.0% 0.01% 47 -93,007 -29.29% Q4 2025 Feb 12, 2026
Tidal Investments LLC History Added to 224,503 14,576 0.03% 0.06% 46 +32,361 16.84% Q4 2025 Feb 13, 2026
M&G Plc History New 215,483 14,006 0.07% 48 +215,483 New Q4 2025 Feb 12, 2026
Man Group plc History Added to 210,664 13,678 0.02% 0.02% 49 +136,050 182.34% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 207,791 13,491 0.0% 0.01% 50 -304,029 -59.4% Q4 2025 Feb 17, 2026
CAT ROCK CAPITAL MANAGEMENT LP History Reduced 195,663 12,704 1.82% 3.74% 51 -7,951 -3.9% Q4 2025 Feb 18, 2026
Pacer Advisors, Inc. History Added to 188,711 12,253 0.03% 0.0% 52 +187,158 12051.38% Q4 2025 Feb 24, 2026
Qube Research & Technologies Ltd History New 185,287 12,030 0.01% 53 +185,287 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 179,221 11,636 0.14% 0.07% 54 +140,863 367.23% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 178,327 11,578 0.04% 0.1% 55 -7,258 -3.91% Q4 2025 Feb 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 177,195 11,505 0.24% 0.26% 56 +97,578 122.56% Q4 2025 Feb 13, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 160,702 10,434 0.11% 0.13% 57 +65,977 69.65% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 160,567 10,425 0.02% 0.0% 58 +158,858 9295.38% Q4 2025 Feb 11, 2026
IMC-Chicago, LLC History Added to 148,715 9,656 0.0% 0.01% 59 +25,415 20.61% Q4 2025 Jan 29, 2026
Voss Capital, LP History New 138,274 8,978 0.43% 60 +138,274 New Q4 2025 Feb 13, 2026
Praetorian PR LLC History New 130,000 8,440 4.09% 61 +130,000 New Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Added to 128,989 8,375 0.03% 0.02% 62 +89,451 226.24% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 119,243 7,742 0.01% 0.01% 63 -993 -0.83% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 113,119 7,344 0.01% 0.02% 64 -10,474 -8.47% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Reduced 112,121 7,280 0.0% 0.0% 65 -20,681 -15.57% Q4 2025 Feb 09, 2026
Montanaro Asset Management Ltd History Reduced 108,000 7,012 1.95% 4.92% 66 -24,200 -18.31% Q4 2025 Mar 10, 2026
GROUP ONE TRADING LLC History Reduced 107,700 6,992 0.01% 0.03% 67 -8,500 -7.31% Q4 2025 Feb 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 104,967 6,849 0.01% 0.02% 68 -15,837 -13.11% Q4 2025 Jan 08, 2026
ALGERT GLOBAL LLC History Reduced 104,629 6,794 0.11% 0.32% 69 -24,701 -19.1% Q4 2025 Feb 17, 2026
KIRR MARBACH & CO LLC /IN/ History Reduced 101,945 6,619 1.27% 2.76% 70 -679 -0.66% Q4 2025 Jan 26, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 101,712 6,604 0.2% 0.58% 71 -41,094 -28.78% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 98,946 6,424 0.0% 0.0% 72 +1,566 1.61% Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 86,230 6,422 0.01% 0.02% 73 0 0.0% Q4 2025 Jan 28, 2026
Squarepoint Ops LLC History Reduced 98,123 6,371 0.01% 0.12% 74 -732,719 -88.19% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 91,955 5,970 0.0% 0.0% 75 -44,681 -32.7% Q4 2025 Feb 13, 2026
Aquatic Capital Management LLC History Added to 91,638 5,950 0.17% 0.07% 76 +64,655 239.61% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 91,307 5,928 0.0% 0.01% 77 -83,888 -47.88% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 90,927 5,903 0.0% 0.0% 78 -286,982 -75.94% Q4 2025 Feb 11, 2026
FINDELL CAPITAL MANAGEMENT LLC History New 90,000 5,843 1.68% 79 +90,000 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 88,685 5,758 0.0% 0.01% 80 -41,076 -31.66% Q4 2025 Feb 18, 2026
Swiss National Bank History Added to 86,100 5,590 0.0% 0.01% 81 +1,700 2.01% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Added to 85,013 5,519 0.02% 0.03% 82 +39,562 87.04% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 81,896 5,317 0.0% 0.01% 83 -152,110 -65.0% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 77,696 5,044 0.0% 0.01% 84 +5,315 7.34% Q4 2025 Feb 12, 2026
Neo Ivy Capital Management History New 76,511 4,967 0.78% 85 +76,511 New Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 71,863 4,666 0.01% 0.0% 86 +49,862 226.64% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History New 70,130 4,553 0.13% 87 +70,130 New Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 69,149 4,489 0.0% 0.01% 88 -69,647 -50.18% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History Added to 66,062 4,308 0.0% 0.0% 89 +64,373 3811.31% Q4 2025 Mar 20, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 62,234 4,040 0.0% 0.0% 90 +44,704 255.01% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 60,131 3,904 0.01% 0.0% 91 +59,911 27232.27% Q4 2025 Feb 05, 2026
RENAISSANCE GROUP LLC History Reduced 60,074 3,900 0.16% 0.39% 92 -9,120 -13.18% Q4 2025 Feb 11, 2026
Kerrisdale Advisers, LLC History New 59,665 3,874 1.82% 93 +59,665 New Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Added to 58,238 3,781 0.04% 0.03% 94 +37,896 186.29% Q4 2025 Feb 09, 2026
TWINBEECH CAPITAL LP History Added to 56,200 3,649 0.26% 0.02% 95 +52,261 1326.76% Q4 2025 Feb 17, 2026
South Street Advisors LLC History Reduced 55,673 3,614 0.51% 1.63% 96 -27,651 -33.18% Q4 2025 Feb 10, 2026
Cannell & Spears LLC History New 55,586 3,609 0.07% 97 +55,586 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 55,015 3,572 0.0% 0.02% 98 -287,879 -83.96% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 52,391 3,401 0.0% 0.01% 99 -8,821 -14.41% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 50,468 3,277 0.0% 100 +50,468 New Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 48,700 3,162 0.01% 0.01% 101 +18,133 59.32% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 47,899 3,110 0.01% 0.02% 102 -21,100 -30.58% Q4 2025 Feb 12, 2026
NIA IMPACT ADVISORS, LLC History Reduced 47,190 3,064 1.03% 2.32% 103 -705 -1.47% Q4 2025 Feb 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 44,597 2,975 0.01% 0.02% 104 -527 -1.17% Q4 2025 Feb 11, 2026
SIMPLEX TRADING, LLC History Reduced 43,225 2,806 0.0% 0.01% 105 -50,375 -53.82% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 41,060 2,666 0.0% 0.01% 106 -41 -0.1% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 40,383 2,622 0.02% 0.04% 107 +10,541 35.32% Q4 2025 Jan 26, 2026
PRUDENTIAL FINANCIAL INC History Reduced 40,241 2,612 0.0% 0.01% 108 -5,452 -11.93% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Reduced 40,004 2,597 0.0% 0.01% 109 -14,542 -26.66% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 39,038 2,534 0.02% 0.06% 110 -8,027 -17.06% Q4 2025 Feb 10, 2026
Westover Capital Advisors, LLC History Added to 37,289 2,421 0.44% 0.56% 111 +17,116 84.85% Q4 2025 Feb 09, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 37,246 2,418 0.0% 0.0% 112 -5,654 -13.18% Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History New 36,833 2,391 0.02% 113 +36,833 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 36,718 2,384 0.0% 0.01% 114 -21,261 -36.67% Q4 2025 Feb 06, 2026
CANADA LIFE ASSURANCE Co History Reduced 36,443 2,366 0.0% 0.01% 115 -9,672 -20.97% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 36,341 2,359 0.0% 0.0% 116 +35,888 7922.3% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History New 35,500 2,305 0.0% 117 +35,500 New Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 35,125 2,281 0.0% 0.01% 118 +4,067 13.09% Q4 2025 Feb 05, 2026
D. E. Shaw & Co., Inc. History Reduced 34,949 2,269 0.0% 0.01% 119 -94,148 -72.93% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Added to 34,145 2,217 0.02% 0.0% 120 +29,568 646.01% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 34,000 2,207 0.0% 0.01% 121 +10,200 42.86% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 33,665 2,185 0.0% 0.0% 122 +15,658 86.96% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Added to 33,403 2,168 0.01% 0.01% 123 +18,408 122.76% Q4 2025 Jan 30, 2026
BANK OF MONTREAL /CAN/ History Added to 32,876 2,134 0.0% 0.0% 124 +20,468 164.96% Q4 2025 Feb 12, 2026
BURNEY CO/ History Reduced 32,639 2,119 0.07% 0.26% 125 -22,973 -41.31% Q4 2025 Jan 23, 2026
WINTON GROUP Ltd History New 31,687 2,057 0.07% 126 +31,687 New Q4 2025 Feb 11, 2026
Havemeyer Place LP History New 30,428 1,975 0.39% 127 +30,428 New Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History Added to 30,281 1,965 0.02% 0.03% 128 +8,619 39.79% Q4 2025 Jan 23, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 29,488 1,914 0.0% 0.01% 129 +3,581 13.82% Q4 2025 Jan 27, 2026
OSAIC HOLDINGS, INC. History Reduced 29,383 1,907 0.0% 0.02% 130 -74,702 -71.77% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 29,314 1,903 0.0% 0.01% 131 -5,293 -15.29% Q4 2025 Feb 17, 2026
Empowered Funds, LLC History Added to 27,751 1,801 0.03% 0.02% 132 +12,835 86.05% Q4 2025 Feb 18, 2026
One Capital Management, LLC History Added to 27,050 1,756 0.05% 0.05% 133 +16,524 156.98% Q4 2025 Feb 10, 2026
Future Fund LLC History Added to 27,050 1,756 0.56% 0.55% 134 +16,524 156.98% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 26,983 1,752 0.0% 0.0% 135 +18,584 221.26% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History Added to 26,517 1,721 0.04% 0.08% 136 +3,751 16.48% Q4 2025 Feb 13, 2026
Caption Management, LLC History New 26,400 1,714 0.01% 137 +26,400 New Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History New 25,539 1,658 0.01% 138 +25,539 New Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 25,050 1,626 0.0% 0.01% 139 -612 -2.38% Q4 2025 Jan 30, 2026
FRANKLIN RESOURCES INC History Reduced 24,895 1,616 0.0% 0.02% 140 -437,937 -94.62% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Reduced 24,901 1,616 0.0% 0.01% 141 -13,754 -35.58% Q4 2025 Feb 13, 2026
Kendall Capital Management History Added to 24,860 1,614 0.34% 0.82% 142 +525 2.16% Q4 2025 Jan 16, 2026
EASTERLY INVESTMENT PARTNERS LLC History New 24,823 1,611 0.1% 143 +24,823 New Q4 2025 Feb 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 24,601 1,597 0.01% 0.01% 144 +6,252 34.07% Q4 2025 Jan 28, 2026
Banque Cantonale Vaudoise History Added to 24,100 1,565 0.06% 0.06% 145 +13,430 125.87% Q4 2025 Feb 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 23,966 1,556 0.0% 0.0% 146 +114 0.48% Q4 2025 Feb 12, 2026
Illinois Municipal Retirement Fund History Added to 23,642 1,535 0.02% 0.04% 147 +492 2.13% Q4 2025 Feb 11, 2026
MetLife Investment Management, LLC History Reduced 23,405 1,519 0.01% 0.02% 148 -1,643 -6.56% Q4 2025 Feb 12, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History Reduced 23,383 1,518 0.11% 0.26% 149 -889 -3.66% Q4 2025 Jan 26, 2026
Erste Asset Management GmbH History Reduced 22,739 1,512 0.01% 0.09% 150 -42,290 -65.03% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 22,851 1,483 0.0% 0.01% 151 -234 -1.01% Q4 2025 Feb 17, 2026
Creative Planning History Added to 22,314 1,448 0.0% 0.0% 152 +1,004 4.71% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 22,200 1,441 0.01% 0.01% 153 +5,400 32.14% Q4 2025 Jan 28, 2026
COMERICA BANK History Reduced 21,729 1,410 0.01% 0.02% 154 -22,699 -51.09% Q4 2025 Jan 29, 2026
XTX Topco Ltd History New 21,534 1,398 0.04% 155 +21,534 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 21,447 1,392 0.0% 156 +21,447 New Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 21,401 1,389 0.0% 0.01% 157 -29,314 -57.8% Q4 2025 Feb 17, 2026
Triodos Investment Management BV History No change 21,000 1,375 0.1% 0.23% 158 0 0.0% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Reduced 20,900 1,357 0.01% 0.02% 159 -13,963 -40.05% Q4 2025 Feb 13, 2026
Crossingbridge Advisors, LLC History New 20,000 1,324 0.37% 160 +20,000 New Q4 2025 Feb 13, 2026
JB CAPITAL PARTNERS LP History New 20,000 1,298 0.22% 161 +20,000 New Q4 2025 Feb 13, 2026
Louisiana State Employees Retirement System History No change 19,800 1,285 0.02% 0.05% 162 0 0.0% Q4 2025 Jan 16, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 19,610 1,273 0.01% 0.02% 163 -1,200 -5.77% Q4 2025 Feb 04, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 19,253 1,250 0.02% 0.05% 164 -683 -3.43% Q4 2025 Feb 17, 2026
Integrated Quantitative Investments LLC History Added to 18,790 1,220 0.26% 0.44% 165 +8,482 82.29% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History Reduced 14,357 1,214 0.0% 0.01% 166 -3,922 -21.46% Q4 2025 Feb 18, 2026
Bright Futures Wealth Management, LLC. History Added to 18,017 1,169 0.87% 1.01% 167 +9,310 106.93% Q4 2025 Feb 05, 2026
SummitTX Capital, L.P. History Added to 17,539 1,138 0.03% 0.03% 168 +12,896 277.75% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 16,506 1,071 0.01% 0.04% 169 -16,380 -49.81% Q4 2025 Feb 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 16,085 1,044 0.05% 0.05% 170 +7,397 85.14% Q4 2025 Feb 17, 2026
NorthCrest Asset Manangement, LLC History Reduced 14,878 1,005 0.02% 0.05% 171 -178 -1.18% Q4 2025 Jan 08, 2026
Maxi Investments CY Ltd History New 15,400 1,000 0.18% 172 +15,400 New Q4 2025 Feb 03, 2026
JENNISON ASSOCIATES LLC History New 15,216 987 0.0% 173 +15,216 New Q4 2025 Jan 30, 2026
SEIZERT CAPITAL PARTNERS, LLC History Added to 14,774 959 0.04% 0.09% 174 +486 3.4% Q4 2025 Feb 02, 2026
ZACKS INVESTMENT MANAGEMENT History New 14,755 958 0.01% 175 +14,755 New Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 14,687 953 0.01% 0.01% 176 +7,834 114.31% Q4 2025 Feb 12, 2026
Rezny Wealth Management, Inc. History Added to 14,361 932 0.19% 0.44% 177 +190 1.34% Q4 2025 Feb 03, 2026
Elo Mutual Pension Insurance Co History New 14,295 928 0.01% 178 +14,295 New Q4 2025 Feb 12, 2026
Cynosure Group, LLC History Added to 14,220 923 0.09% 0.05% 179 +11,283 384.17% Q4 2025 Feb 17, 2026
Van Hulzen Asset Management, LLC History Reduced 14,086 914 0.07% 0.18% 180 -2,418 -14.65% Q4 2025 Feb 06, 2026
Quantitative Investment Management, LLC History Added to 13,941 905 0.09% 0.05% 181 +11,331 434.14% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 13,900 903 0.0% 0.0% 182 +3,600 34.95% Q4 2025 Feb 06, 2026
Schonfeld Strategic Advisors LLC History Reduced 13,506 876 0.0% 0.04% 183 -29,971 -68.94% Q4 2025 Feb 17, 2026
Holocene Advisors, LP History New 13,272 861 0.0% 184 +13,272 New Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Reduced 12,798 830 0.0% 0.01% 185 -7,163 -35.88% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 12,653 821 0.01% 0.02% 186 +204 1.64% Q4 2025 Jan 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 11,753 815 0.01% 0.02% 187 -1,749 -12.95% Q4 2025 Jan 21, 2026
AMALGAMATED BANK History Added to 12,498 811 0.01% 0.01% 188 +187 1.52% Q4 2025 Feb 05, 2026
GLENMEDE TRUST CO NA History New 12,460 809 0.0% 189 +12,460 New Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 12,123 787 0.0% 0.01% 190 +2,253 22.83% Q4 2025 Feb 12, 2026
Arizona State Retirement System History Reduced 12,061 783 0.0% 0.01% 191 -818 -6.35% Q4 2025 Jan 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History New 12,047 782 0.0% 192 +12,047 New Q4 2025 Feb 13, 2026
Banco Santander, S.A. History New 11,644 756 0.01% 193 +11,644 New Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 11,404 740 0.0% 0.0% 194 -12,614 -52.52% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 11,324 735 0.01% 0.01% 195 -585 -4.91% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Added to 11,213 728 0.01% 0.0% 196 +8,614 331.44% Q4 2025 Feb 18, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 11,009 714 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 12, 2026
FORA Capital, LLC History New 10,854 704 0.09% 198 +10,854 New Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Reduced 10,817 702 0.02% 0.04% 199 -415 -3.69% Q4 2025 Feb 04, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 10,718 696 0.01% 0.01% 200 -1,406 -11.6% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 10,715 695 0.0% 0.01% 201 -249 -2.27% Q4 2025 Feb 10, 2026
CAPITAL FUND MANAGEMENT S.A. History New 10,600 688 0.0% 202 +10,600 New Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 10,531 683 0.05% 0.02% 203 +8,866 532.49% Q4 2025 Feb 17, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Reduced 10,514 682 0.11% 0.39% 204 -6,288 -37.42% Q4 2025 Jan 29, 2026
IHT Wealth Management, LLC History Reduced 9,975 647 0.02% 0.04% 205 -16 -0.16% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 9,893 644 0.0% 0.01% 206 -47,272 -82.69% Q4 2025 Jan 28, 2026
Diametric Capital, LP History New 9,881 641 0.17% 207 +9,881 New Q4 2025 Feb 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 9,856 639 0.01% 0.02% 208 +200 2.07% Q4 2025 Feb 04, 2026
VARCOV Co. History New 9,766 634 0.25% 209 +9,766 New Q4 2025 Feb 17, 2026
PDT Partners, LLC History Reduced 9,634 625 0.04% 0.51% 210 -45,063 -82.39% Q4 2025 Feb 17, 2026
Numerai GP LLC History Added to 9,612 624 0.08% 0.04% 212 +7,873 452.73% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Added to 9,614 624 0.01% 0.01% 211 +4,363 83.09% Q4 2025 Feb 02, 2026
OXFORD ASSET MANAGEMENT LLP History New 9,451 613 0.25% 213 +9,451 New Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 9,360 607 0.0% 0.0% 214 -2,418 -20.53% Q4 2025 Jan 23, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 9,079 589 0.01% 215 +9,079 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 9,056 588 0.0% 0.0% 216 +1,137 14.36% Q4 2025 Feb 05, 2026
Moran Wealth Management, LLC History Added to 8,860 575 0.02% 0.03% 217 +1,138 14.74% Q4 2025 Jan 26, 2026
Keating Financial Advisory Services, Inc. History New 8,740 567 0.08% 218 +8,740 New Q4 2025 Feb 09, 2026
Janney Montgomery Scott LLC History Added to 8,507 552 0.0% 0.0% 219 +5,746 208.11% Q4 2025 Feb 11, 2026
ProShare Advisors LLC History Added to 8,319 540 0.0% 0.0% 220 +261 3.24% Q4 2025 Feb 06, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 8,182 531 0.0% 221 +8,182 New Q4 2025 Feb 17, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Added to 7,906 513 0.12% 0.11% 222 +3,275 70.72% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 7,875 508 0.0% 0.0% 223 +711 9.92% Q4 2025 Jan 15, 2026
Counterpoint Mutual Funds LLC History New 7,761 503 0.04% 224 +7,761 New Q4 2025 Feb 12, 2026
Brooklyn Investment Group History Added to 7,512 500 0.02% 0.03% 225 +5,818 343.45% Q4 2025 Feb 12, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 7,691 499 0.08% 0.08% 226 +4,052 111.35% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 7,617 494 0.0% 0.0% 227 -1,310 -14.67% Q4 2025 Feb 12, 2026
AVIVA PLC History Added to 7,575 491 0.0% 0.0% 228 +4,517 147.71% Q4 2025 Feb 12, 2026
NewEdge Advisors, LLC History Reduced 7,158 464 0.0% 0.01% 229 -348 -4.64% Q4 2025 Feb 18, 2026
OMERS ADMINISTRATION Corp History New 7,003 454 0.0% 230 +7,003 New Q4 2025 Feb 13, 2026
Truvestments Capital LLC History Added to 6,935 450 0.08% 0.17% 231 +798 13.0% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Reduced 6,913 448 0.0% 0.02% 232 -118,320 -94.48% Q4 2025 Jan 29, 2026
Calamos Advisors LLC History Reduced 6,650 431 0.0% 0.02% 233 -20,705 -75.69% Q4 2025 Jan 29, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 6,548 425 0.0% 234 +6,548 New Q4 2025 Feb 17, 2026
Vestcor Inc History Reduced 6,393 415 0.01% 0.05% 235 -4,842 -43.1% Q4 2025 Feb 11, 2026
Maryland State Retirement & Pension System History Added to 6,338 411 0.01% 0.02% 236 +149 2.41% Q4 2025 Feb 17, 2026
Castellan Group History No change 6,340 411 0.05% 0.14% 237 0 0.0% Q4 2025 Jan 23, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 6,326 410 0.04% 0.02% 238 +4,829 322.58% Q4 2025 Jan 22, 2026
EVOLVE PRIVATE WEALTH, LLC History New 6,305 409 0.02% 239 +6,305 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 6,077 394 0.0% 0.01% 240 -10,913 -64.23% Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Added to 6,074 394 0.01% 0.03% 241 +154 2.6% Q4 2025 Jan 27, 2026
Neuberger Berman Group LLC History New 5,976 388 0.0% 243 +5,976 New Q4 2025 Feb 13, 2026
Legato Capital Management LLC History Reduced 5,991 388 0.03% 0.15% 242 -3,191 -34.75% Q4 2025 Feb 06, 2026
Twin Tree Management, LP History Reduced 5,560 361 0.0% 0.04% 244 -57,216 -91.14% Q4 2025 Feb 11, 2026
Mariner, LLC History Reduced 5,379 348 0.0% 0.0% 245 -8,643 -61.64% Q4 2025 Feb 13, 2026
PROFUND ADVISORS LLC History Added to 5,282 342 0.01% 0.01% 246 +3,273 162.92% Q4 2025 Feb 06, 2026
Caitlin John, LLC History New 5,218 338 0.22% 247 +5,218 New Q4 2025 Feb 18, 2026
Retirement Planning Co of New England, Inc. History New 5,130 333 0.13% 248 +5,130 New Q4 2025 Jan 28, 2026
Jain Global LLC History New 5,063 328 0.0% 251 +5,063 New Q4 2025 Feb 17, 2026
MRA Advisory Group History Added to 5,067 328 0.14% 0.18% 250 +2,360 87.18% Q4 2025 Jan 16, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,049 328 0.0% 0.0% 249 0 0.0% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History No change 5,000 324 0.0% 0.01% 252 0 0.0% Q4 2025 Jan 16, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 4,947 321 0.0% 0.01% 253 +125 2.59% Q4 2025 Feb 10, 2026
Entropy Technologies, LP History New 4,938 320 0.02% 254 +4,938 New Q4 2025 Feb 13, 2026
Oakum Bay Capital LLC History New 4,900 318 0.16% 255 +4,900 New Q4 2025 Feb 13, 2026
Empirical Asset Management, LLC History Reduced 4,834 313 0.09% 0.25% 257 -1,170 -19.49% Q4 2025 Feb 06, 2026
Trail Ridge Investment Advisors, LLC History Reduced 4,824 313 0.13% 0.36% 256 -630 -11.55% Q4 2025 Jan 28, 2026
CHOREO, LLC History Reduced 4,746 310 0.0% 0.01% 258 -830 -14.89% Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,616 299 0.0% 0.0% 259 -2,222 -32.49% Q4 2025 Feb 06, 2026
Abacus Wealth Partners, LLC History New 4,603 298 0.03% 261 +4,603 New Q4 2025 Feb 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 4,604 298 0.01% 0.02% 260 -1,124 -19.62% Q4 2025 Jan 16, 2026
CIM, LLC History Reduced 4,527 293 0.04% 0.51% 262 -21,816 -82.82% Q4 2025 Feb 18, 2026
Malaga Cove Capital, LLC History New 4,480 290 0.1% 263 +4,480 New Q4 2025 Feb 09, 2026
CALIFORNIA FIRST LEASING CORP History Reduced 4,455 289 0.09% 0.92% 264 -12,430 -73.62% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History Added to 4,202 272 0.0% 0.0% 265 +2,849 210.57% Q4 2025 Feb 10, 2026
nVerses Capital, LLC History New 4,159 270 0.6% 266 +4,159 New Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Reduced 4,098 266 0.0% 0.01% 267 -3,424 -45.52% Q4 2025 Jan 12, 2026
Campbell & CO Investment Adviser LLC History Reduced 3,589 233 0.01% 0.05% 268 -1,050 -22.63% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History No change 3,571 231 0.01% 0.02% 269 0 0.0% Q4 2025 Feb 11, 2026
INCEPTIONR LLC History New 3,544 230 0.06% 270 +3,544 New Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 3,481 226 0.0% 0.0% 271 +30 0.87% Q4 2025 Feb 12, 2026
Gotham Asset Management, LLC History Reduced 3,470 225 0.0% 0.01% 272 -18,849 -84.45% Q4 2025 Feb 17, 2026
ADAPT WEALTH ADVISORS, LLC History Added to 3,263 211 0.07% 0.15% 273 +498 18.01% Q4 2025 Feb 10, 2026
BDFS Capital LLC History New 3,239 210 0.11% 274 +3,239 New Q4 2025 Feb 26, 2026
Gaddis Premier Wealth Advisors LLC History New 3,195 207 0.16% 278 +3,195 New Q4 2025 Feb 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 3,193 207 0.0% 0.0% 275 -1,086 -25.38% Q4 2025 Jan 30, 2026
Allianz Asset Management GmbH History Reduced 3,189 207 0.0% 0.0% 276 -178 -5.29% Q4 2025 Feb 11, 2026
Snowden Capital Advisors LLC History Reduced 3,192 207 0.01% 0.01% 277 -44 -1.36% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 3,179 206 0.0% 279 +3,179 New Q4 2025 Feb 18, 2026
GWN SECURITIES INC. History New 3,170 205 0.04% 280 +3,170 New Q4 2025 Feb 11, 2026
Caitong International Asset Management Co., Ltd History Added to 3,148 204 0.05% 0.01% 281 +3,042 2869.81% Q4 2025 Mar 03, 2026
Pathstone Holdings, LLC History New 3,139 203 0.0% 283 +3,139 New Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Reduced 3,129 203 0.01% 0.03% 282 -110 -3.4% Q4 2025 Jan 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 2,905 189 0.0% 0.11% 284 -45,023 -93.94% Q4 2025 Feb 09, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 2,823 181 0.0% 0.02% 285 -61,962 -95.64% Q4 2025 Feb 10, 2026
AlphaQuest LLC History Reduced 2,676 173 0.01% 0.05% 286 -2,812 -51.24% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,648 171 0.01% 0.01% 287 -404 -13.24% Q4 2025 Feb 13, 2026
Central Pacific Bank - Trust Division History Added to 2,573 167 0.02% 0.03% 288 +900 53.8% Q4 2025 Jan 07, 2026
Tower Research Capital LLC (TRC) History Added to 2,464 159 0.0% 0.01% 289 +1,198 94.63% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 2,293 148 0.0% 0.0% 290 +1,769 337.6% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 2,208 143 0.0% 0.01% 291 +815 58.51% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,792 133 0.0% 0.0% 292 +303 20.35% Q4 2025 Jan 08, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 1,913 124 0.02% 0.05% 293 -255 -11.76% Q4 2025 Feb 09, 2026
Measured Wealth Private Client Group, LLC History Reduced 1,890 122 0.03% 0.19% 294 -2,729 -59.08% Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Reduced 1,783 115 0.0% 0.0% 295 -3,166 -63.97% Q4 2025 Jan 30, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 1,340 87 0.0% 0.0% 296 -428 -24.21% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,287 83 0.0% 0.0% 297 -417 -24.47% Q4 2025 Jan 15, 2026
State of Wyoming History Reduced 1,248 81 0.01% 0.05% 298 -1,798 -59.03% Q4 2025 Feb 11, 2026
KBC Group NV History No change 1,162 75 0.0% 0.0% 299 0 0.0% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Added to 1,077 69 0.0% 0.0% 300 +99 10.12% Q4 2025 Jan 23, 2026
MOTCO History No change 1,017 66 0.01% 0.01% 301 0 0.0% Q4 2025 Feb 06, 2026
Financial Perspectives, Inc History No change 994 64 0.02% 0.04% 302 0 0.0% Q4 2025 Jan 28, 2026
Pinnacle Wealth Planning Services, Inc. History New 982 63 0.01% 303 +982 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Reduced 932 61 0.0% 0.01% 304 -157 -14.42% Q4 2025 Feb 13, 2026
Peterson Wealth Services History Reduced 813 52 0.01% 0.04% 305 -12,632 -93.95% Q4 2025 Feb 12, 2026
Key FInancial Inc History No change 800 51 0.01% 0.02% 306 0 0.0% Q4 2025 Feb 09, 2026
STRS OHIO History Reduced 700 45 0.0% 0.01% 307 -10,700 -93.86% Q4 2025 Feb 02, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 705 45 0.0% 0.0% 308 +505 252.5% Q4 2025 Jan 20, 2026
McIlrath & Eck, LLC History No change 647 42 0.0% 0.01% 309 0 0.0% Q4 2025 Feb 03, 2026
Leonteq Securities AG History Added to 543 35 0.0% 0.0% 310 +42 8.38% Q4 2025 Feb 06, 2026
DANSKE BANK A/S History Reduced 500 32 0.0% 0.04% 311 -104,302 -99.52% Q4 2025 Feb 02, 2026
Daiwa Securities Group Inc. History Reduced 460 30 0.0% 0.0% 312 -70 -13.21% Q4 2025 Feb 11, 2026
Covestor Ltd History Reduced 376 24 0.01% 0.07% 313 -476 -55.87% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 337 21 0.0% 0.0% 314 -948 -73.77% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 310 20 0.0% 0.0% 315 -263 -45.9% Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History Reduced 309 20 0.0% 0.0% 316 -26 -7.76% Q4 2025 Jan 28, 2026
FIFTH THIRD BANCORP History Added to 290 18 0.0% 0.0% 317 +43 17.41% Q4 2025 Feb 02, 2026
MAI Capital Management History Reduced 273 17 0.0% 0.0% 318 -320 -53.96% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Added to 273 17 0.0% 0.0% 320 +177 184.38% Q4 2025 Jan 08, 2026
Sterling Capital Management LLC History Added to 275 17 0.0% 0.0% 319 +171 164.42% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 256 16 0.0% 0.01% 321 -925 -78.32% Q4 2025 Jan 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 217 14 0.0% 324 +217 New Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History Reduced 216 14 0.0% 0.0% 322 -29 -11.84% Q4 2025 Jan 26, 2026
Advisors Asset Management, Inc. History Reduced 226 14 0.0% 0.0% 323 -4 -1.74% Q4 2025 Feb 12, 2026
Aster Capital Management (DIFC) Ltd History Reduced 213 13 0.01% 0.09% 327 -1,022 -82.75% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 207 13 0.0% 0.0% 326 -268 -56.42% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 201 13 0.0% 0.0% 325 -4 -1.95% Q4 2025 Jan 26, 2026
CWM, LLC History Reduced 188 12 0.0% 0.0% 329 -1,108 -85.49% Q4 2025 Jan 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 191 12 0.0% 0.0% 328 -84 -30.55% Q4 2025 Feb 10, 2026
Quarry LP History New 180 11 0.0% 332 +180 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 172 11 0.0% 0.0% 330 -118 -40.69% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Reduced 175 11 0.0% 0.0% 331 -57 -24.57% Q4 2025 Feb 06, 2026
Elequin Capital, LP History New 161 10 0.0% 333 +161 New Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 148 9 0.0% 0.0% 335 -462 -75.74% Q4 2025 Feb 03, 2026
Rossby Financial, LCC History Added to 150 9 0.0% 0.0% 336 +138 1150.0% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 144 9 0.0% 0.0% 334 0 0.0% Q4 2025 Feb 03, 2026
Acumen Wealth Advisors, LLC History New 130 8 0.0% 338 +130 New Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 128 8 0.0% 0.0% 337 -2 -1.54% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO History No change 103 7 0.0% 0.0% 339 0 0.0% Q4 2025 Jan 26, 2026
Triumph Capital Management History Reduced 105 6 0.0% 0.13% 341 -3,071 -96.69% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 105 6 0.0% 340 +105 New Q4 2025 Feb 05, 2026
Rakuten Securities, Inc. History Added to 102 6 0.0% 344 +101 10100.0% Q4 2025 Jan 29, 2026
Golden State Wealth Management, LLC History Reduced 107 6 0.0% 0.0% 342 -68 -38.86% Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History Added to 100 6 0.0% 0.0% 343 +47 88.68% Q4 2025 Feb 06, 2026
UMB Bank, n.a. History Reduced 88 5 0.0% 0.0% 345 -118 -57.28% Q4 2025 Feb 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History New 82 5 0.0% 346 +82 New Q4 2025 Jan 08, 2026
Fortitude Family Office, LLC History Reduced 73 4 0.0% 0.01% 347 -88 -54.66% Q4 2025 Jan 15, 2026
WPG Advisers, LLC History No change 64 4 0.0% 0.01% 348 0 0.0% Q4 2025 Jan 28, 2026
Global Retirement Partners, LLC History Reduced 47 3 0.0% 0.0% 350 -1,445 -96.85% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Reduced 50 3 0.0% 0.0% 349 -318 -86.41% Q4 2025 Jan 20, 2026
T. Rowe Price Investment Management, Inc. History New 41 3 0.0% 351 +41 New Q4 2025 Feb 19, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 40 2 0.0% 0.03% 356 -237 -85.56% Q4 2025 Jan 22, 2026
Root Financial Partners, LLC History Reduced 40 2 0.0% 0.0% 355 -95 -70.37% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 32 2 0.0% 0.0% 353 -61 -65.59% Q4 2025 Jan 07, 2026
Hughes Financial Services, LLC History New 41 2 0.0% 358 +41 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 40 2 0.0% 0.0% 352 -25 -38.46% Q4 2025 Feb 10, 2026
WealthCollab, LLC History Added to 37 2 0.0% 0.0% 357 +14 60.87% Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History Added to 35 2 0.0% 0.0% 354 +2 6.06% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Reduced 17 1 0.0% 0.0% 362 -74 -81.32% Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History New 22 1 0.0% 370 +22 New Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 20 1 0.0% 364 +20 New Q4 2025 Feb 17, 2026
Motiv8 Investments LLC History New 18 1 0.0% 368 +18 New Q4 2025 Feb 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 16 1 0.0% 359 +16 New Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History Reduced 25 1 0.0% 0.0% 361 -7 -21.88% Q4 2025 Jan 14, 2026
Cape Investment Advisory, Inc. History Reduced 17 1 0.0% 0.0% 366 -2 -10.53% Q4 2025 Feb 17, 2026
Bell Investment Advisors, Inc History Added to 23 1 0.0% 0.0% 363 +1 4.55% Q4 2025 Feb 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 26 1 0.0% 0.0% 360 0 0.0% Q4 2025 Feb 03, 2026
DecisionPoint Financial, LLC History No change 27 1 0.0% 0.0% 365 0 0.0% Q4 2025 Jan 29, 2026
Private Wealth Management Group, LLC History No change 28 1 0.0% 0.0% 367 0 0.0% Q4 2025 Jan 23, 2026
Copia Wealth Management History No change 26 1 0.0% 0.0% 369 0 0.0% Q4 2025 Feb 06, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.58% -1,511,080 -100.0% Q3 2025 Nov 12, 2025
CONGRESS ASSET MANAGEMENT CO History Closed out 0 0 0.46% -465,574 -100.0% Q3 2025 Oct 10, 2025
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 0.24% -465,426 -100.0% Q3 2025 Nov 13, 2025
Clark Capital Management Group, Inc. History Closed out 0 0 0.41% -443,607 -100.0% Q3 2025 Nov 14, 2025
DRIEHAUS CAPITAL MANAGEMENT LLC History Closed out 0 0 0.41% -388,326 -100.0% Q3 2025 Nov 14, 2025
LORD, ABBETT & CO. LLC History Closed out 0 0 0.17% -379,355 -100.0% Q3 2025 Nov 13, 2025
Divisadero Street Capital Management, LP History Closed out 0 0 2.44% -375,000 -100.0% Q3 2025 Nov 14, 2025
SG Capital Management LLC History Closed out 0 0 4.39% -330,492 -100.0% Q3 2025 Nov 07, 2025
LOOMIS SAYLES & CO L P History Closed out 0 0 0.05% -306,980 -100.0% Q3 2025 Nov 13, 2025
WEDGE CAPITAL MANAGEMENT L L P/NC History Closed out 0 0 0.55% -218,789 -100.0% Q3 2025 Oct 10, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.04% -194,700 -100.0% Q3 2025 Nov 13, 2025
OBERWEIS ASSET MANAGEMENT INC/ History Closed out 0 0 1.04% -181,800 -100.0% Q3 2025 Nov 17, 2025
KADENSA CAPITAL Ltd History Closed out 0 0 2.41% -157,101 -100.0% Q3 2025 Nov 14, 2025
Aberdeen Group plc History Closed out 0 0 0.03% -133,763 -100.0% Q3 2025 Nov 07, 2025
COOKSON PEIRCE & CO INC History Closed out 0 0 0.58% -94,756 -100.0% Q3 2025 Nov 06, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.02% -88,683 -100.0% Q3 2025 Nov 13, 2025
Shannon River Fund Management LLC History Closed out 0 0 1.99% -82,928 -100.0% Q3 2025 Nov 13, 2025
WCM INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.02% -74,141 -100.0% Q3 2025 Nov 04, 2025
Candriam S.C.A. History Closed out 0 0 0.06% -73,598 -100.0% Q3 2025 Nov 06, 2025
Asset Management One Co., Ltd. History Closed out 0 0 0.03% -65,520 -100.0% Q3 2025 Oct 22, 2025
Atom Investors LP History Closed out 0 0 0.64% -56,800 -100.0% Q3 2025 Nov 14, 2025
PEAK6 LLC History Closed out 0 0 0.01% -55,312 -100.0% Q3 2025 Mar 30, 2026
NATIXIS ADVISORS, LLC History Closed out 0 0 0.01% -42,377 -100.0% Q3 2025 Nov 13, 2025
MUFG Securities EMEA plc History Closed out 0 0 0.15% -40,700 -100.0% Q3 2025 Nov 14, 2025
LEUTHOLD GROUP, LLC History Closed out 0 0 0.62% -38,293 -100.0% Q3 2025 Nov 06, 2025
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.02% -38,066 -100.0% Q3 2025 Nov 13, 2025
Intrinsic Edge Capital Management LLC History Closed out 0 0 0.73% -35,000 -100.0% Q3 2025 Nov 12, 2025
VAN ECK ASSOCIATES CORP History Closed out 0 0 0.0% -34,875 -100.0% Q3 2025 Nov 13, 2025
Lisanti Capital Growth, LLC History Closed out 0 0 1.06% -29,100 -100.0% Q3 2025 Nov 04, 2025
Livforsakringsbolaget Skandia, Omsesidigt History Closed out 0 0 0.17% -28,800 -100.0% Q3 2025 Nov 18, 2025
Harvest Investment Services, LLC History Closed out 0 0 0.76% -25,292 -100.0% Q3 2025 Nov 17, 2025
LGT Fund Management Co Ltd. History Closed out 0 0 0.3% -25,250 -100.0% Q3 2025 Nov 13, 2025
Robeco Institutional Asset Management B.V. History Closed out 0 0 0.01% -23,286 -100.0% Q3 2025 Oct 22, 2025
CREDIT AGRICOLE S A History Closed out 0 0 0.01% -19,899 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 0.03% -19,097 -100.0% Q3 2025 Nov 13, 2025
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -18,693 -100.0% Q3 2025 Oct 07, 2025
Inspire Investing, LLC History Closed out 0 0 0.23% -15,759 -100.0% Q3 2025 Oct 15, 2025
4D Advisors, LLC History Closed out 0 0 1.19% -15,000 -100.0% Q3 2025 Nov 14, 2025
CIBC WORLD MARKET INC. History Closed out 0 0 0.0% -14,625 -100.0% Q3 2025 Nov 06, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.42% -13,900 -100.0% Q3 2025 Nov 14, 2025
SteelPeak Wealth, LLC History Closed out 0 0 0.06% -12,490 -100.0% Q3 2025 Oct 21, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 0.02% -12,403 -100.0% Q3 2025 Nov 06, 2025
Arista Wealth Management, LLC History Closed out 0 0 0.23% -12,216 -100.0% Q3 2025 Nov 06, 2025
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -11,565 -100.0% Q3 2025 Nov 14, 2025
GLOBEFLEX CAPITAL L P History Closed out 0 0 0.26% -11,510 -100.0% Q3 2025 Nov 12, 2025
Catalyst Capital Advisors LLC History Closed out 0 0 0.03% -11,510 -100.0% Q3 2025 Nov 12, 2025
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.07% -11,330 -100.0% Q3 2025 Nov 14, 2025
Global Alpha Capital Management Ltd. History Closed out 0 0 0.1% -11,294 -100.0% Q3 2025 Nov 13, 2025
POLEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -11,233 -100.0% Q3 2025 Nov 12, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.01% -10,883 -100.0% Q3 2025 Jan 13, 2026
B. Metzler seel. Sohn & Co. AG History Closed out 0 0 0.01% -10,520 -100.0% Q3 2025 Nov 13, 2025
RITHOLTZ WEALTH MANAGEMENT History Closed out 0 0 0.03% -10,495 -100.0% Q3 2025 Oct 28, 2025
NewEdge Wealth, LLC History Closed out 0 0 0.01% -10,104 -100.0% Q3 2025 Nov 07, 2025
LMG Wealth Partners, LLC History Closed out 0 0 0.27% -9,810 -100.0% Q3 2025 Nov 12, 2025
Kiker Wealth Management, LLC History Closed out 0 0 0.74% -9,805 -100.0% Q3 2025 Oct 27, 2025
Focus Partners Wealth History Closed out 0 0 0.0% -8,881 -100.0% Q3 2025 Nov 14, 2025
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.01% -8,680 -100.0% Q3 2025 Oct 23, 2025
ABN AMRO Bank N.V. History Closed out 0 0 0.01% -8,060 -100.0% Q3 2025 Nov 05, 2025
OPPENHEIMER & CO INC History Closed out 0 0 0.01% -8,015 -100.0% Q3 2025 Nov 06, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -7,620 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.02% -7,348 -100.0% Q3 2025 Nov 14, 2025
Wakefield Asset Management LLLP History Closed out 0 0 0.29% -7,241 -100.0% Q3 2025 Nov 13, 2025
Whitaker-Myers Wealth Managers, LTD. History Closed out 0 0 0.23% -7,108 -100.0% Q3 2025 Oct 16, 2025
Perpetual Ltd History Closed out 0 0 0.01% -6,740 -100.0% Q3 2025 Oct 10, 2025
Sigma Planning Corp History Closed out 0 0 0.03% -6,506 -100.0% Q3 2025 Nov 10, 2025
Duncan Williams Asset Management, LLC History Closed out 0 0 0.27% -6,419 -100.0% Q3 2025 Nov 12, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.1% -6,368 -100.0% Q3 2025 Nov 14, 2025
SIERRA SUMMIT ADVISORS LLC History Closed out 0 0 0.14% -6,228 -100.0% Q3 2025 Nov 12, 2025
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.3% -6,045 -100.0% Q3 2025 Oct 20, 2025
FLORIDA FINANCIAL ADVISORS, LLC History Closed out 0 0 0.26% -5,738 -100.0% Q3 2025 Nov 07, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.01% -5,734 -100.0% Q3 2025 Nov 12, 2025
Koshinski Asset Management, Inc. History Closed out 0 0 0.06% -5,558 -100.0% Q3 2025 Nov 10, 2025
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 0.01% -5,515 -100.0% Q3 2025 Nov 17, 2025
TrueWealth Advisors, LLC History Closed out 0 0 0.22% -5,511 -100.0% Q3 2025 Oct 15, 2025
Stratos Wealth Partners, LTD. History Closed out 0 0 0.01% -5,471 -100.0% Q3 2025 Nov 06, 2025
PICTON MAHONEY ASSET MANAGEMENT History Reduced 14 0 0.01% -5,230 -99.73% Q4 2025 Feb 11, 2026
B. Riley Wealth Advisors, Inc. History Closed out 0 0 0.03% -5,031 -100.0% Q3 2025 Oct 31, 2025
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Closed out 0 0 0.01% -5,014 -100.0% Q3 2025 Nov 14, 2025
Genus Capital Management Inc. History Closed out 0 0 0.09% -4,938 -100.0% Q3 2025 Nov 14, 2025
TradeLink Capital LLC History Closed out 0 0 4.79% -4,472 -100.0% Q3 2025 Nov 03, 2025
Cambria Investment Management, L.P. History Closed out 0 0 0.04% -4,429 -100.0% Q3 2025 Dec 01, 2025
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -4,399 -100.0% Q3 2025 Nov 14, 2025
Keebeck Wealth Management History Closed out 0 0 0.08% -4,329 -100.0% Q3 2025 Nov 14, 2025
Bayforest Capital Ltd History Closed out 0 0 0.29% -4,164 -100.0% Q3 2025 Oct 24, 2025
SILVER OAK SECURITIES, INCORPORATED History Closed out 0 0 0.05% -4,120 -100.0% Q3 2025 Oct 21, 2025
INTRUST BANK NA History Closed out 0 0 0.05% -4,004 -100.0% Q3 2025 Nov 10, 2025
MGO ONE SEVEN LLC History Closed out 0 0 0.01% -3,758 -100.0% Q3 2025 Oct 24, 2025
Financiere des Professionnels - Fonds d'investissement inc. History Closed out 0 0 0.03% -3,590 -100.0% Q3 2025 Oct 21, 2025
TD Waterhouse Canada Inc. History Closed out 0 0 0.0% -3,578 -100.0% Q3 2025 Nov 03, 2025
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Closed out 0 0 0.1% -3,463 -100.0% Q3 2025 Oct 09, 2025
Trek Financial, LLC History Closed out 0 0 0.03% -3,419 -100.0% Q3 2025 Oct 31, 2025
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -3,394 -100.0% Q3 2025 Oct 28, 2025
Spire Wealth Management History Closed out 0 0 0.02% -3,340 -100.0% Q3 2025 Oct 23, 2025
NORDEN GROUP LLC History Closed out 0 0 0.05% -3,271 -100.0% Q3 2025 Oct 15, 2025
Private Advisor Group, LLC History Closed out 0 0 0.0% -3,182 -100.0% Q3 2025 Nov 13, 2025
Crossmark Global Holdings, Inc. History Closed out 0 0 0.01% -3,116 -100.0% Q3 2025 Nov 12, 2025
ISTHMUS PARTNERS, LLC History Closed out 0 0 0.1% -2,995 -100.0% Q3 2025 Nov 10, 2025
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 0.0% -2,987 -100.0% Q3 2025 Oct 31, 2025
GREAT LAKES ADVISORS, LLC History Closed out 0 0 0.0% -2,974 -100.0% Q3 2025 Nov 03, 2025
Inspire Advisors, LLC History Closed out 0 0 0.04% -2,971 -100.0% Q3 2025 Oct 29, 2025
Systematic Alpha Investments, LLC History Closed out 0 0 0.01% -2,950 -100.0% Q3 2025 Nov 12, 2025
Qsemble Capital Management, LP History Closed out 0 0 0.04% -2,940 -100.0% Q3 2025 Nov 13, 2025
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 0.03% -2,890 -100.0% Q3 2025 Oct 01, 2025
ALPS ADVISORS INC History Closed out 0 0 0.0% -2,879 -100.0% Q3 2025 Nov 05, 2025
NDVR, Inc. History Closed out 0 0 0.35% -2,837 -100.0% Q3 2025 Oct 22, 2025
Somerset Trust Co History Closed out 0 0 0.13% -2,826 -100.0% Q3 2025 Oct 14, 2025
RBF Capital, LLC History Closed out 0 0 0.02% -2,805 -100.0% Q3 2025 Nov 14, 2025
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -2,666 -100.0% Q3 2025 Nov 13, 2025
EWA, LLC History Closed out 0 0 0.11% -2,645 -100.0% Q3 2025 Oct 31, 2025
Portside Wealth Group, LLC History Closed out 0 0 0.05% -2,627 -100.0% Q3 2025 Nov 05, 2025
Legacy Wealth Asset Management, LLC History Closed out 0 0 0.09% -2,593 -100.0% Q3 2025 Oct 14, 2025
CAPTRUST FINANCIAL ADVISORS History Closed out 0 0 0.0% -2,558 -100.0% Q3 2025 Nov 19, 2025
Resona Asset Management Co.,Ltd. History Closed out 0 0 0.0% -2,518 -100.0% Q3 2025 Oct 31, 2025
HIGHLAND CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -2,491 -100.0% Q3 2025 Oct 16, 2025
Ascent Group, LLC History Closed out 0 0 0.01% -2,460 -100.0% Q3 2025 Oct 20, 2025
Sequoia Financial Advisors, LLC History Closed out 0 0 0.0% -2,454 -100.0% Q3 2025 Oct 29, 2025
City Center Advisors, LLC History Closed out 0 0 0.35% -2,416 -100.0% Q3 2025 Oct 06, 2025
NBC SECURITIES, INC. History Closed out 0 0 0.03% -2,388 -100.0% Q3 2025 Nov 14, 2025
Semanteon Capital Management, LP History Closed out 0 0 0.45% -2,384 -100.0% Q3 2025 Nov 10, 2025
HANCOCK WHITNEY CORP History Closed out 0 0 0.01% -2,271 -100.0% Q3 2025 Nov 17, 2025
Vontobel Holding Ltd. History Closed out 0 0 0.0% -2,188 -100.0% Q3 2025 Oct 15, 2025
Straight Path Wealth Management History Closed out 0 0 0.08% -2,117 -100.0% Q3 2025 Nov 03, 2025
&PARTNERS History Closed out 0 0 0.0% -2,080 -100.0% Q3 2025 Nov 14, 2025
HB Wealth Management, LLC History Closed out 0 0 0.0% -2,078 -100.0% Q3 2025 Oct 23, 2025
Magnetar Financial LLC History Closed out 0 0 0.0% -2,070 -100.0% Q3 2025 Nov 13, 2025
Atria Investments, Inc History Closed out 0 0 0.0% -2,067 -100.0% Q3 2025 Nov 06, 2025
Hilltop Holdings Inc. History Closed out 0 0 0.02% -2,031 -100.0% Q3 2025 Nov 14, 2025
SHEETS SMITH WEALTH MANAGEMENT History Closed out 0 0 0.03% -1,975 -100.0% Q3 2025 Oct 16, 2025
New Age Alpha Advisors, LLC History Closed out 0 0 0.01% -1,923 -100.0% Q3 2025 Nov 12, 2025
Wealthcare Advisory Partners LLC History Closed out 0 0 0.01% -1,823 -100.0% Q3 2025 Nov 07, 2025
M&T BANK CORP History Closed out 0 0 0.0% -1,803 -100.0% Q3 2025 Nov 14, 2025
GTS SECURITIES LLC History Closed out 0 0 0.01% -1,759 -100.0% Q3 2025 Nov 14, 2025
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -1,757 -100.0% Q3 2025 Nov 19, 2025
CANANDAIGUA NATIONAL BANK & TRUST CO History Closed out 0 0 0.02% -1,739 -100.0% Q3 2025 Oct 07, 2025
R Squared Ltd History Closed out 0 0 0.11% -1,739 -100.0% Q3 2025 Nov 12, 2025
GK Wealth Management LLC History Closed out 0 0 0.19% -1,721 -100.0% Q3 2025 Nov 06, 2025
Convergence Investment Partners, LLC History Closed out 0 0 0.06% -1,706 -100.0% Q3 2025 Nov 04, 2025
OneDigital Investment Advisors LLC History Closed out 0 0 0.0% -1,664 -100.0% Q3 2025 Nov 10, 2025
Alliance Wealth Advisors, LLC /UT History Closed out 0 0 0.06% -1,631 -100.0% Q3 2025 Nov 10, 2025
Simplicity Wealth,LLC History Closed out 0 0 0.01% -1,610 -100.0% Q3 2025 Oct 30, 2025
Forum Financial Management, LP History Closed out 0 0 0.0% -1,586 -100.0% Q3 2025 Oct 24, 2025
Wedmont Private Capital History Closed out 0 0 0.01% -1,583 -100.0% Q3 2025 Oct 08, 2025
Corient Private Wealth LLC History Closed out 0 0 0.0% -1,576 -100.0% Q3 2025 Nov 14, 2025
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 0.0% -1,541 -100.0% Q3 2025 Nov 14, 2025
AE Wealth Management LLC History Closed out 0 0 0.0% -1,540 -100.0% Q3 2025 Nov 03, 2025
Csenge Advisory Group History Closed out 0 0 0.01% -1,514 -100.0% Q3 2025 Oct 28, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.05% -1,514 -100.0% Q3 2025 Nov 14, 2025
TRUIST FINANCIAL CORP History Closed out 0 0 0.0% -1,499 -100.0% Q3 2025 Nov 03, 2025
Perigon Wealth Management, LLC History Closed out 0 0 0.0% -1,494 -100.0% Q3 2025 Oct 17, 2025
Equitable Holdings, Inc. History Closed out 0 0 0.0% -1,487 -100.0% Q3 2025 Nov 14, 2025
HOHIMER WEALTH MANAGEMENT, LLC History Closed out 0 0 0.03% -1,415 -100.0% Q3 2025 Nov 12, 2025
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -1,413 -100.0% Q3 2025 Oct 30, 2025
Cresset Asset Management, LLC History Closed out 0 0 0.0% -1,407 -100.0% Q3 2025 Jan 22, 2026
Ausbil Investment Management Ltd History Closed out 0 0 0.11% -1,395 -100.0% Q3 2025 Oct 09, 2025
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.0% -1,379 -100.0% Q3 2025 Nov 07, 2025
Mutual Advisors, LLC History Closed out 0 0 0.0% -1,369 -100.0% Q3 2025 Nov 04, 2025
World Investment Advisors History Closed out 0 0 0.0% -1,366 -100.0% Q3 2025 Oct 15, 2025
Hutchens & Kramer Investment Management Group, LLC History Closed out 0 0 0.08% -1,363 -100.0% Q3 2025 Nov 03, 2025
Claro Advisors Inc. History Closed out 0 0 0.03% -1,355 -100.0% Q3 2025 Nov 12, 2025
ST GERMAIN D J CO INC History Closed out 0 0 0.01% -1,005 -100.0% Q3 2025 Oct 07, 2025
Gen-Wealth Partners Inc History Closed out 0 0 0.04% -717 -100.0% Q3 2025 Nov 14, 2025
VALLEY NATIONAL ADVISERS INC History Closed out 0 0 0.02% -700 -100.0% Q3 2025 Oct 17, 2025
Reyes Financial Architecture, Inc. History Closed out 0 0 0.06% -544 -100.0% Q3 2025 Nov 12, 2025
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -483 -100.0% Q3 2025 Nov 03, 2025
Park Place Capital Corp History Closed out 0 0 0.01% -407 -100.0% Q3 2025 Oct 22, 2025
SENTRY INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.03% -288 -100.0% Q3 2025 Nov 05, 2025
CULLEN/FROST BANKERS, INC. History Reduced 7 0 0.0% -287 -97.62% Q4 2025 Feb 06, 2026
Financial Management Professionals, Inc. History Closed out 0 0 0.0% -172 -100.0% Q3 2025 Oct 15, 2025
Newbridge Financial Services Group, Inc. History Closed out 0 0 0.0% -172 -100.0% Q3 2025 Nov 13, 2025
Cornerstone Planning Group LLC History Closed out 0 0 0.01% -153 -100.0% Q3 2025 Nov 04, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -142 -100.0% Q3 2025 Nov 12, 2025
Matrix Trust Co History Closed out 0 0 0.0% -139 -100.0% Q3 2025 Oct 14, 2025
SOA Wealth Advisors, LLC. History Closed out 0 0 0.0% -130 -100.0% Q3 2025 Oct 21, 2025
Tidemark, LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 03, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -93 -100.0% Q3 2025 Nov 14, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -83 -100.0% Q3 2025 Oct 08, 2025
Avalon Trust Co History Closed out 0 0 0.0% -82 -100.0% Q3 2025 Nov 10, 2025
AllSquare Wealth Management LLC History Closed out 0 0 0.01% -70 -100.0% Q3 2025 Jan 12, 2026
Smithfield Trust Co History Closed out 0 0 0.0% -68 -100.0% Q3 2025 Nov 07, 2025
Park Square Financial Group, LLC History Closed out 0 0 0.04% -64 -100.0% Q3 2025 Nov 12, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 9 0 0.0% -35 -79.55% Q4 2025 Feb 06, 2026
Coastline Trust Co History Closed out 0 0 0.0% -34 -100.0% Q3 2025 Oct 21, 2025
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Nov 26, 2025
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Nov 03, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -28 -100.0% Q3 2025 Oct 21, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -27 -100.0% Q3 2025 Nov 10, 2025
Clearstead Advisors, LLC History Reduced 12 0 0.0% -25 -67.57% Q4 2025 Feb 09, 2026
MONTAG A & ASSOCIATES INC History Closed out 0 0 0.0% -23 -100.0% Q3 2025 Nov 12, 2025
Carolina Wealth Advisors, LLC History New 12 0 +12 New Q4 2025 Jan 21, 2026
Clearstead Trust, LLC History Closed out 0 0 0.0% -12 -100.0% Q3 2025 Nov 10, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -10 -100.0% Q3 2025 Nov 03, 2025
Cornerstone Financial Management LLC History New 9 0 +9 New Q4 2025 Feb 13, 2026
Cloud Capital Management, LLC History Closed out 0 0 0.0% -9 -100.0% Q3 2025 Nov 03, 2025
Rialto Wealth Management, LLC History Closed out 0 0 0.0% -8 -100.0% Q3 2025 Nov 07, 2025
BROWN BROTHERS HARRIMAN & CO History New 7 0 +7 New Q4 2025 Feb 12, 2026
Steigerwald, Gordon & Koch Inc. History New 7 0 +7 New Q4 2025 Jan 23, 2026
CVA Family Office, LLC History New 7 0 +7 New Q4 2025 Jan 12, 2026
Ankerstar Wealth, LLC History New 7 0 +7 New Q4 2025 Feb 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 4 0 +4 New Q4 2025 Feb 11, 2026
HFM Investment Advisors, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 12, 2025
HUNTINGTON NATIONAL BANK History Reduced 1 0 -3 -75.0% Q4 2025 Feb 09, 2026
SJS Investment Consulting Inc. History Reduced 2 0 -3 -60.0% Q4 2025 Jan 21, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 13, 2025
Trust Co History New 2 0 +2 New Q4 2025 Jan 15, 2026
Bay Harbor Wealth Management, LLC History Reduced 2 0 -2 -50.0% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
True Wealth Design, LLC History Added to 5 0 +2 66.67% Q4 2025 Jan 08, 2026
Cedar Mountain Advisors, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
DiNuzzo Private Wealth, Inc. History Reduced 6 0 0.0% -1 -14.29% Q4 2025 Jan 16, 2026
New Millennium Group LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 10, 2025
HARBOUR INVESTMENTS, INC. History No change 4 0 0 0.0% Q4 2025 Feb 09, 2026
Ancora Advisors LLC History No change 14 0 0.0% 0 0.0% Q4 2025 Feb 17, 2026
Abound Wealth Management History No change 2 0 0 0.0% Q4 2025 Jan 12, 2026
Turning Point Benefit Group, Inc. History No change 10 0 0.0% 0 0.0% Q4 2025 Jan 30, 2026
Glen Eagle Advisors, LLC History No change 11 0 0.0% 0 0.0% Q4 2025 Feb 13, 2026