NCR Atleos Corp - NATL

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 10,537,609 401,588 0.01% 0.01% 1 +183,526 1.77% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 8,046,635 306,657 0.0% 0.0% 2 -44,145 -0.55% Q4 2025 Jan 29, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 3,246,870 123,738 0.04% 0.04% 3 -65,996 -1.99% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 2,792,251 106,412 0.0% 0.0% 4 +25,510 0.92% Q4 2025 Feb 13, 2026
Engine Capital Management, LP History Added to 2,581,525 98,381 13.58% 11.24% 5 +172,846 7.18% Q4 2025 Feb 17, 2026
Coliseum Capital Management, LLC History Reduced 2,571,148 97,986 8.03% 10.38% 6 -132,602 -4.9% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 2,476,448 94,377 0.05% 0.06% 7 -142,336 -5.44% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 2,416,145 92,079 0.0% 0.01% 8 -140,993 -5.51% Q4 2025 Feb 17, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 2,189,867 83,455 0.28% 0.32% 9 -211,510 -8.81% Q4 2025 Feb 18, 2026
BROWN ADVISORY INC History Reduced 2,048,956 78,085 0.11% 0.11% 10 -167,562 -7.56% Q4 2025 Feb 13, 2026
First Pacific Advisors, LP History No change 2,040,700 77,771 1.02% 1.11% 11 0 0.0% Q4 2025 Feb 17, 2026
ALTA FOX CAPITAL MANAGEMENT, LLC History Reduced 1,950,881 74,348 16.0% 17.3% 12 -23,272 -1.18% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,706,029 65,026 0.0% 0.0% 13 +1,830 0.11% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,577,338 60,117 0.01% 0.01% 14 +50,798 3.33% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,398,747 53,306 0.01% 0.01% 15 +157,429 12.68% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,255,678 47,853 0.02% 0.02% 16 -136,330 -9.79% Q4 2025 Jan 22, 2026
MORGAN STANLEY History Added to 1,168,276 44,523 0.0% 0.0% 17 +124,155 11.89% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History Reduced 1,097,999 41,845 0.09% 0.1% 18 -91,200 -7.67% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Reduced 899,145 34,266 0.0% 0.0% 19 -40,444 -4.3% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 892,639 34,018 0.0% 0.01% 20 -329,076 -26.94% Q4 2025 Mar 25, 2026
Fourth Sail Capital LP History New 881,568 33,596 5.39% 21 +881,568 New Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 803,954 30,638 0.01% 0.01% 22 +633 0.08% Q4 2025 Feb 12, 2026
Lead Edge Capital Management, LLC History Reduced 768,415 29,284 7.51% 8.76% 23 -74,947 -8.89% Q4 2025 Feb 17, 2026
Capital International Investors History Added to 682,561 26,012 0.0% 0.0% 24 +263,698 62.96% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 624,206 23,788 0.0% 0.0% 25 +76,092 13.88% Q4 2025 Feb 17, 2026
CLIFFORD CAPITAL PARTNERS LLC History Reduced 621,534 23,686 4.02% 4.27% 26 -6,520 -1.04% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 469,746 17,902 0.0% 0.0% 27 -4,505 -0.95% Q4 2025 Feb 10, 2026
ROYCE & ASSOCIATES LP History Reduced 432,416 16,479 0.17% 0.19% 28 -53,523 -11.01% Q4 2025 Feb 09, 2026
BARCLAYS PLC History Added to 413,210 15,747 0.0% 0.0% 29 +8,516 2.1% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 390,591 14,885 0.07% 30 +390,591 New Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History Reduced 388,408 14,802 1.37% 1.68% 31 -62,686 -13.9% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 384,593 14,745 0.02% 0.02% 32 +29,360 8.26% Q4 2025 Jan 08, 2026
BREACH INLET CAPITAL MANAGEMENT, LLC History Added to 366,899 13,982 6.59% 5.3% 33 +94,011 34.45% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 353,372 13,467 0.01% 0.01% 34 -2,423 -0.68% Q4 2025 Feb 02, 2026
Penn Capital Management Company, LLC History Added to 321,200 12,270 0.98% 0.89% 35 +27,898 9.51% Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History Added to 308,041 11,739 0.0% 0.0% 36 +28,475 10.19% Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 294,410 11,219 0.0% 0.0% 37 +2,699 0.93% Q4 2025 Feb 19, 2026
JCP Investment Management, LLC History Added to 288,602 10,998 8.69% 6.7% 38 +28,500 10.96% Q4 2025 Feb 18, 2026
Woodline Partners LP History New 270,515 10,309 0.04% 39 +270,515 New Q4 2025 Feb 17, 2026
Pillsbury Lake Capital LLC History New 268,088 10,216 3.57% 40 +268,088 New Q4 2025 Feb 18, 2026
FIRST MANHATTAN CO. LLC. History Reduced 261,675 9,972 0.03% 0.03% 41 -3 -0.0% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 255,784 9,747 0.03% 0.04% 42 -31,246 -10.89% Q4 2025 Feb 13, 2026
GLOBEFLEX CAPITAL L P History No change 250,950 9,563 1.46% 1.52% 43 0 0.0% Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 247,259 9,423 0.0% 0.01% 44 -131,768 -34.76% Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History New 245,989 9,374 0.04% 45 +245,989 New Q4 2025 Feb 09, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 232,855 8,874 0.01% 0.01% 46 +21,746 10.3% Q4 2025 Feb 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 203,045 7,738 0.02% 0.02% 47 +10,425 5.41% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 201,755 7,688 0.01% 0.01% 48 +78,409 63.57% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 196,311 7,481 0.01% 0.01% 49 -12,172 -5.84% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 193,746 7,383 0.01% 0.01% 50 -7,114 -3.54% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 191,265 7,289 0.0% 0.0% 51 -10,649 -5.27% Q4 2025 Feb 09, 2026
Gotham Asset Management, LLC History Added to 189,095 7,206 0.03% 0.03% 52 +595 0.32% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 186,284 7,099 0.0% 0.0% 53 +7,753 4.34% Q4 2025 Feb 13, 2026
Villanova Investment Management Co LLC History Added to 172,009 6,555 4.62% 4.67% 54 +699 0.41% Q4 2025 Feb 26, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 162,198 6,181 0.13% 0.14% 55 -609 -0.37% Q4 2025 Feb 13, 2026
KESTREL INVESTMENT MANAGEMENT CORP History Reduced 158,150 6,028 3.42% 3.63% 56 -5,700 -3.48% Q4 2025 Feb 03, 2026
Brandywine Global Investment Management, LLC History New 144,391 5,502 0.04% 57 +144,391 New Q4 2025 Feb 11, 2026
Glendon Capital Management LP History No change 143,500 5,468 0.33% 0.31% 58 0 0.0% Q4 2025 Feb 12, 2026
Swiss National Bank History No change 140,180 5,342 0.0% 0.0% 59 0 0.0% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 132,067 5,033 0.0% 0.0% 60 -8,182 -5.83% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 131,421 5,008 0.0% 0.0% 61 -9,656 -6.84% Q4 2025 Feb 17, 2026
SEIZERT CAPITAL PARTNERS, LLC History Added to 125,738 4,791 0.2% 0.21% 62 +4,134 3.4% Q4 2025 Feb 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 124,817 4,756 0.0% 0.0% 63 +2,661 2.18% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 120,884 4,606 0.0% 0.0% 64 -16,475 -11.99% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 118,096 4,500 0.03% 65 +118,096 New Q4 2025 Feb 05, 2026
JPMORGAN CHASE & CO History Added to 116,616 4,444 0.0% 0.0% 66 +1,073 0.93% Q4 2025 Feb 11, 2026
TWO SIGMA INVESTMENTS, LP History Added to 113,333 4,319 0.01% 0.0% 67 +94,933 515.94% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 108,032 4,117 0.0% 0.01% 68 -28,317 -20.77% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 106,295 4,050 0.0% 0.0% 69 -1,883 -1.74% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 95,395 3,636 0.01% 0.01% 70 -200 -0.21% Q4 2025 Jan 30, 2026
CITADEL ADVISORS LLC History Reduced 93,264 3,554 0.0% 0.0% 71 -26,196 -21.93% Q4 2025 Feb 17, 2026
Fremen Capital Management LP History New 88,376 3,368 2.76% 72 +88,376 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 87,301 3,327 0.0% 0.0% 73 +63,291 263.6% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 86,737 3,305 0.03% 0.02% 74 +34,068 64.68% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 86,661 3,302 0.0% 0.0% 75 +34,937 67.55% Q4 2025 Feb 13, 2026
Hodges Capital Management Inc. History Added to 85,700 3,266 0.28% 0.27% 76 +4,000 4.9% Q4 2025 Feb 11, 2026
EASTERLY INVESTMENT PARTNERS LLC History Reduced 82,121 3,129 0.19% 0.26% 77 -14,535 -15.04% Q4 2025 Feb 10, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 80,083 3,077 0.0% 0.0% 78 +28,046 53.9% Q4 2025 Jan 28, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 78,853 3,005 0.22% 0.3% 79 -20,480 -20.62% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 77,225 2,943 0.0% 0.0% 80 -131,452 -62.99% Q4 2025 Jan 29, 2026
Pathstone Holdings, LLC History New 74,845 2,852 0.01% 81 +74,845 New Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 70,157 2,673 0.0% 0.01% 82 -133,011 -65.47% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 69,336 2,642 0.0% 0.0% 83 -52 -0.07% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 68,160 2,597 0.0% 0.0% 84 -17,796 -20.7% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 67,616 2,577 0.0% 0.0% 85 +4,235 6.68% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 66,200 2,522 0.0% 0.0% 86 -86,437 -56.63% Q4 2025 Feb 12, 2026
GREAT LAKES ADVISORS, LLC History Reduced 62,963 2,399 0.02% 0.03% 87 -28,910 -31.47% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 61,136 2,329 0.0% 0.0% 88 +2,081 3.52% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Added to 52,464 1,999 0.0% 0.0% 89 +12,311 30.66% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 50,782 1,935 0.0% 0.0% 90 -2,305 -4.34% Q4 2025 Feb 05, 2026
Federation des caisses Desjardins du Quebec History No change 48,933 1,864 0.01% 0.01% 91 0 0.0% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Added to 48,111 1,832 0.02% 0.02% 92 +7,909 19.67% Q4 2025 Jan 23, 2026
Janney Montgomery Scott LLC History Reduced 46,167 1,759 0.0% 0.0% 93 -743 -1.58% Q4 2025 Feb 11, 2026
Gordian Capital Singapore Pte Ltd History No change 46,000 1,753 2.43% 2.45% 94 0 0.0% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 44,524 1,696 0.0% 0.0% 95 +2,820 6.76% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 41,719 1,589 0.0% 0.0% 96 -2,623 -5.92% Q4 2025 Feb 10, 2026
MetLife Investment Management, LLC History Reduced 41,630 1,586 0.01% 0.01% 97 -1,946 -4.47% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 40,628 1,548 0.0% 0.0% 98 -3,677 -8.3% Q4 2025 Feb 18, 2026
TWO SIGMA ADVISERS, LP History New 39,400 1,501 0.0% 99 +39,400 New Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 39,258 1,496 0.01% 0.01% 100 +3,765 10.61% Q4 2025 Jan 29, 2026
Illinois Municipal Retirement Fund History Reduced 39,082 1,489 0.02% 0.02% 101 -175 -0.45% Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History Reduced 39,092 1,455 0.0% 0.01% 102 -60,748 -60.85% Q4 2025 Jan 15, 2026
Jones Kertz & Associates, Inc. History New 38,010 1,448 0.74% 103 +38,010 New Q4 2025 Jan 27, 2026
Vestmark Advisory Solutions, Inc. History New 37,712 1,437 0.02% 104 +37,712 New Q4 2025 Feb 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 36,776 1,401 0.02% 0.02% 105 -206 -0.56% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 35,802 1,364 0.0% 0.0% 106 -395 -1.09% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 34,467 1,313 0.0% 107 +34,467 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 34,057 1,297 0.0% 0.0% 108 +14 0.04% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 33,900 1,291 0.02% 0.02% 109 +100 0.3% Q4 2025 Jan 16, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 33,086 1,260 0.01% 0.01% 110 -295 -0.88% Q4 2025 Feb 05, 2026
TECTONIC ADVISORS LLC History Added to 32,355 1,233 0.07% 0.07% 111 +656 2.07% Q4 2025 Jan 23, 2026
JANUS HENDERSON GROUP PLC History Reduced 32,285 1,230 0.0% 0.0% 112 -48,591 -60.08% Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Added to 32,148 1,225 0.11% 0.1% 113 +5,151 19.08% Q4 2025 Feb 17, 2026
Lombard Odier Asset Management (USA) Corp History Added to 31,842 1,213 0.11% 0.08% 114 +2,060 6.92% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 31,722 1,208 0.0% 0.0% 115 +3,302 11.62% Q4 2025 Feb 11, 2026
ACADIAN ASSET MANAGEMENT LLC History New 30,775 1,170 0.0% 116 +30,775 New Q4 2025 Feb 10, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 30,163 1,149 0.0% 0.0% 117 -3,425 -10.2% Q4 2025 Jan 30, 2026
PEAK6 LLC History New 30,049 1,145 0.0% 118 +30,049 New Q4 2025 Mar 12, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 30,000 1,143 0.11% 0.12% 119 0 0.0% Q4 2025 Feb 06, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 27,908 1,063 0.45% 0.49% 120 -750 -2.62% Q4 2025 Feb 12, 2026
STRS OHIO History No change 26,600 1,013 0.0% 0.0% 121 0 0.0% Q4 2025 Feb 02, 2026
Handelsbanken Fonder AB History Reduced 25,100 957 0.0% 0.0% 122 -1,500 -5.64% Q4 2025 Feb 06, 2026
Diametric Capital, LP History Reduced 24,704 941 0.25% 0.39% 123 -2,015 -7.54% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 24,132 919 0.01% 0.01% 124 0 0.0% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 23,296 887 0.0% 0.0% 125 +3,288 16.43% Q4 2025 Jan 27, 2026
WINTON GROUP Ltd History Reduced 22,616 861 0.03% 0.18% 127 -102,460 -81.92% Q4 2025 Feb 11, 2026
XTX Topco Ltd History New 22,615 861 0.02% 128 +22,615 New Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 22,600 861 0.0% 0.0% 126 -12,800 -36.16% Q4 2025 Jan 29, 2026
Snowden Capital Advisors LLC History Added to 22,485 856 0.02% 0.02% 129 +212 0.95% Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 21,892 834 0.0% 0.0% 130 +15,200 227.14% Q4 2025 Feb 04, 2026
AMALGAMATED BANK History Added to 21,370 814 0.01% 0.01% 131 +71 0.33% Q4 2025 Feb 05, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 21,000 800 0.01% 0.01% 132 0 0.0% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 20,758 791 0.0% 0.0% 133 +13,163 173.31% Q4 2025 Jan 09, 2026
Mariner, LLC History Reduced 20,502 782 0.0% 0.0% 134 -1,646 -7.43% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 20,444 779 0.0% 0.0% 135 -1,292 -5.94% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History Added to 20,302 773 0.01% 0.01% 136 +37 0.18% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 19,946 741 0.01% 0.01% 137 -2,751 -12.12% Q4 2025 Jan 21, 2026
CHOREO, LLC History Reduced 18,487 716 0.01% 0.01% 138 -1,889 -9.27% Q4 2025 Jan 23, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 18,674 711 0.01% 0.01% 139 -5,000 -21.12% Q4 2025 Jan 29, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 18,600 709 0.0% 140 +18,600 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 18,362 699 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 18,296 697 0.0% 0.0% 142 -444 -2.37% Q4 2025 Feb 10, 2026
CenterBook Partners LP History New 17,811 678 0.03% 143 +17,811 New Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 17,421 663 0.0% 0.0% 144 -1,413 -7.5% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Reduced 17,039 649 0.0% 0.0% 145 -37,602 -68.82% Q4 2025 Feb 10, 2026
CITIGROUP INC History Reduced 16,956 646 0.0% 0.0% 146 -5,188 -23.43% Q4 2025 Feb 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 16,867 642 0.01% 0.01% 147 +300 1.81% Q4 2025 Feb 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 16,775 639 0.0% 0.0% 148 +1,322 8.55% Q4 2025 Jan 30, 2026
Quantinno Capital Management LP History Added to 16,621 633 0.0% 0.0% 149 +2,404 16.91% Q4 2025 Feb 17, 2026
K.J. Harrison & Partners Inc History Reduced 16,225 618 0.08% 0.45% 150 -62,875 -79.49% Q4 2025 Feb 03, 2026
KLP KAPITALFORVALTNING AS History No change 16,100 613 0.0% 0.0% 151 0 0.0% Q4 2025 Jan 28, 2026
State of Tennessee, Department of Treasury History Reduced 15,924 593 0.0% 0.0% 152 -14,033 -46.84% Q4 2025 Feb 18, 2026
ProShare Advisors LLC History Added to 14,255 543 0.0% 0.0% 153 +446 3.23% Q4 2025 Feb 06, 2026
ALGERT GLOBAL LLC History Reduced 13,848 528 0.01% 0.01% 154 -962 -6.5% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,371 509 0.0% 0.0% 155 -51 -0.38% Q4 2025 Feb 12, 2026
Versor Investments LP History New 13,100 499 0.08% 156 +13,100 New Q4 2025 Feb 04, 2026
AlphaQuest LLC History Reduced 12,827 488 0.03% 0.03% 157 -268 -2.05% Q4 2025 Feb 09, 2026
EQUITABLE TRUST CO History Reduced 12,804 487 0.02% 0.02% 158 -178 -1.37% Q4 2025 Feb 02, 2026
Atria Investments, Inc History Reduced 12,765 486 0.01% 0.01% 159 -1,254 -8.95% Q4 2025 Feb 05, 2026
Fractal Investments LLC History No change 12,700 483 0.07% 0.07% 160 0 0.0% Q4 2025 Jan 27, 2026
Walleye Trading LLC History Added to 12,600 480 0.0% 0.0% 161 +7,100 129.09% Q4 2025 Feb 13, 2026
Amundi History Reduced 12,559 478 0.0% 0.0% 162 -638 -4.83% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 11,866 453 0.0% 163 +11,866 New Q4 2025 Feb 17, 2026
Community Bank of Raymore History No change 11,425 435 0.3% 0.31% 164 0 0.0% Q4 2025 Jan 23, 2026
Maryland State Retirement & Pension System History Added to 10,798 411 0.01% 0.01% 165 +219 2.07% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History No change 10,549 402 0.0% 0.0% 166 0 0.0% Q4 2025 Jan 29, 2026
Composition Wealth, LLC History No change 10,443 397 0.01% 0.01% 167 0 0.0% Q4 2025 Feb 02, 2026
Yorktown Management & Research Co Inc History No change 10,400 396 0.32% 0.33% 168 0 0.0% Q4 2025 Jan 23, 2026
Verition Fund Management LLC History Reduced 10,326 393 0.0% 0.0% 169 -315 -2.96% Q4 2025 Feb 13, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 9,797 373 0.03% 170 +9,797 New Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 8,980 342 0.0% 0.0% 171 -177 -1.93% Q4 2025 Feb 06, 2026
Neuberger Berman Group LLC History Added to 8,892 338 0.0% 0.0% 172 +234 2.7% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 8,763 333 0.0% 0.0% 173 +640 7.88% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Reduced 8,565 326 0.0% 0.0% 174 -1,449 -14.47% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 8,447 321 0.0% 0.0% 175 +204 2.47% Q4 2025 Feb 10, 2026
FOX RUN MANAGEMENT, L.L.C. History New 8,352 318 0.05% 176 +8,352 New Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,234 314 0.0% 0.0% 177 0 0.0% Q4 2025 Feb 13, 2026
GROUPAMA ASSET MANAGMENT History No change 7,851 299 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 27, 2026
OSAIC HOLDINGS, INC. History Added to 7,689 293 0.0% 0.0% 179 +95 1.25% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 7,323 279 0.0% 0.0% 180 +4,202 134.64% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History New 6,948 264 0.0% 181 +6,948 New Q4 2025 Feb 13, 2026
Round Rock Advisors LLC History New 6,928 264 0.04% 182 +6,928 New Q4 2025 Apr 07, 2026
SIMPLEX TRADING, LLC History Reduced 6,400 243 0.0% 0.0% 183 -13,000 -67.01% Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History No change 6,122 233 0.01% 0.01% 184 0 0.0% Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 5,783 220 0.0% 0.0% 185 +12 0.21% Q4 2025 Feb 12, 2026
ATLAS CAPITAL ADVISORS INC. History New 5,771 219 0.02% 186 +5,771 New Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History New 5,518 210 0.0% 187 +5,518 New Q4 2025 Feb 13, 2026
Greenland Capital Management LP History New 5,478 208 0.02% 189 +5,478 New Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History New 5,468 208 0.01% 188 +5,468 New Q4 2025 Feb 06, 2026
Cerity Partners LLC History Reduced 5,299 201 0.0% 0.0% 190 -2,426 -31.4% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History New 5,671 200 0.0% 192 +5,671 New Q4 2025 Mar 09, 2026
Brooklyn Investment Group History New 5,158 200 0.01% 191 +5,158 New Q4 2025 Feb 12, 2026
Ensign Peak Advisors, Inc History Reduced 5,150 196 0.0% 0.0% 193 -11,100 -68.31% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History Reduced 5,079 193 0.0% 0.0% 194 -10,821 -68.06% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 4,836 184 0.0% 0.0% 195 +38 0.79% Q4 2025 Jan 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,548 173 0.0% 0.0% 196 -72 -1.56% Q4 2025 Feb 06, 2026
CULLEN/FROST BANKERS, INC. History New 4,400 167 0.0% 197 +4,400 New Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 3,977 151 0.0% 0.01% 198 0 0.0% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 4,070 149 0.0% 199 +4,070 New Q4 2025 Feb 11, 2026
Pinnacle Wealth Planning Services, Inc. History New 3,769 143 0.01% 200 +3,769 New Q4 2025 Feb 13, 2026
State of Wyoming History Added to 3,511 133 0.01% 0.01% 201 +1,448 70.19% Q4 2025 Feb 11, 2026
CWM, LLC History Reduced 3,287 125 0.0% 0.0% 202 -1,132 -25.62% Q4 2025 Jan 26, 2026
GAMMA Investing LLC History Added to 3,163 120 0.01% 0.01% 203 +173 5.79% Q4 2025 Jan 05, 2026
Hanson & Doremus Investment Management History No change 2,856 109 0.01% 0.01% 204 0 0.0% Q4 2025 Jan 20, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,826 107 0.0% 0.0% 205 -994 -26.02% Q4 2025 Jan 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 2,582 98 0.0% 0.0% 206 +499 23.96% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 2,342 89 0.0% 0.0% 207 +220 10.37% Q4 2025 Feb 17, 2026
KBC Group NV History No change 2,121 81 0.0% 0.0% 208 0 0.0% Q4 2025 Jan 26, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,013 76 0.0% 0.0% 209 +1,135 129.27% Q4 2025 Feb 17, 2026
Covestor Ltd History Reduced 1,762 67 0.04% 0.11% 210 -3,199 -64.48% Q4 2025 Feb 06, 2026
Blue Trust, Inc. History Reduced 1,665 63 0.0% 0.0% 211 -55 -3.2% Q4 2025 Jan 16, 2026
Investors Research Corp History Reduced 1,550 59 0.01% 0.01% 212 -450 -22.5% Q4 2025 Jan 06, 2026
Kestra Advisory Services, LLC History New 1,342 51 0.0% 213 +1,342 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 1,210 46 0.0% 0.0% 214 +694 134.5% Q4 2025 Feb 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,090 41 0.0% 0.0% 215 0 0.0% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 1,017 39 0.0% 0.0% 216 +23 2.31% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History No change 1,015 38 0.0% 0.0% 217 0 0.0% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 975 37 0.0% 0.0% 218 +300 44.44% Q4 2025 Feb 13, 2026
Eurizon Capital SGR S.p.A. History New 800 30 0.0% 219 +800 New Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 690 26 0.0% 0.0% 221 +276 66.67% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History Reduced 708 26 0.0% 0.0% 222 -20 -2.75% Q4 2025 Jan 28, 2026
FIRST HORIZON CORP History No change 702 26 0.0% 0.0% 220 0 0.0% Q4 2025 Jan 27, 2026
Rockefeller Capital Management L.P. History Reduced 637 24 0.0% 0.0% 223 -291 -31.36% Q4 2025 Mar 16, 2026
Allworth Financial LP History New 595 22 0.0% 224 +595 New Q4 2025 Feb 05, 2026
Versant Capital Management, Inc History No change 554 21 0.0% 0.0% 225 0 0.0% Q4 2025 Jan 08, 2026
Truvestments Capital LLC History No change 554 21 0.0% 0.0% 226 0 0.0% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Reduced 501 19 0.0% 0.0% 227 -43 -7.9% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History Reduced 464 18 0.0% 0.0% 229 -1,591 -77.42% Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Added to 488 18 0.0% 0.0% 228 +9 1.88% Q4 2025 Feb 02, 2026
Sterling Capital Management LLC History Added to 472 17 0.0% 0.0% 231 +294 165.17% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 448 17 0.0% 0.0% 230 +189 72.97% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History No change 448 17 0.0% 0.0% 232 0 0.0% Q4 2025 Jan 28, 2026
WFA of San Diego, LLC History No change 451 17 0.01% 0.01% 233 0 0.0% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 386 14 0.0% 0.0% 234 +99 34.49% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 357 14 0.0% 0.0% 235 +13 3.78% Q4 2025 Feb 09, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 364 13 0.0% 0.0% 236 +306 527.59% Q4 2025 Feb 11, 2026
Quent Capital, LLC History Added to 348 13 0.0% 0.0% 237 +3 0.87% Q4 2025 Jan 29, 2026
Caitong International Asset Management Co., Ltd History Added to 308 11 0.0% 0.0% 238 +178 136.92% Q4 2025 Mar 03, 2026
LRI Investments, LLC History Reduced 304 11 0.0% 0.0% 239 -31 -9.25% Q4 2025 Feb 04, 2026
Farther Finance Advisors, LLC History Added to 266 10 0.0% 0.0% 240 +96 56.47% Q4 2025 Jan 23, 2026
DV EQUITIES, LLC History New 241 9 0.0% 244 +241 New Q4 2025 Feb 17, 2026
ST GERMAIN D J CO INC History Reduced 250 9 0.0% 0.0% 241 -24 -8.76% Q4 2025 Jan 29, 2026
Larson Financial Group LLC History Added to 255 9 0.0% 0.0% 243 +4 1.59% Q4 2025 Feb 06, 2026
Atlantic Union Bankshares Corp History No change 240 9 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 04, 2026
DiNuzzo Private Wealth, Inc. History Reduced 235 8 0.0% 0.0% 246 -4 -1.67% Q4 2025 Jan 16, 2026
Spire Wealth Management History No change 224 8 0.0% 0.0% 245 0 0.0% Q4 2025 Jan 14, 2026
Arax Advisory Partners History Reduced 189 7 0.0% 0.0% 249 -605 -76.2% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 186 7 0.0% 0.0% 251 +147 376.92% Q4 2025 Jan 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 190 7 0.0% 0.0% 247 +44 30.14% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 202 7 0.0% 0.0% 250 +8 4.12% Q4 2025 Feb 06, 2026
MOTCO History No change 200 7 0.0% 0.0% 248 0 0.0% Q4 2025 Feb 06, 2026
Purpose Unlimited Inc. History New 171 6 0.0% 252 +171 New Q4 2025 Mar 20, 2026
Optiver Holding B.V. History Reduced 146 5 0.0% 0.0% 254 -182 -55.49% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History New 152 5 0.0% 256 +152 New Q4 2025 Feb 17, 2026
Garton & Associates Financial Advisors LLC History New 133 5 0.0% 257 +133 New Q4 2025 Feb 18, 2026
WEBSTER BANK, N. A. History No change 146 5 0.0% 0.0% 253 0 0.0% Q4 2025 Jan 23, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 142 5 0.0% 0.0% 255 0 0.0% Q4 2025 Jan 08, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 131 4 0.0% 259 +131 New Q4 2025 Feb 03, 2026
Torren Management, LLC History New 113 4 0.0% 260 +113 New Q4 2025 Jan 30, 2026
MassMutual Private Wealth & Trust, FSB History Added to 125 4 0.0% 0.0% 258 +2 1.63% Q4 2025 Jan 07, 2026
SHP Wealth Management History New 102 3 0.0% 264 +102 New Q4 2025 Mar 04, 2026
AMERIFLEX GROUP, INC. History Added to 85 3 0.0% 0.0% 266 +43 102.38% Q4 2025 Feb 18, 2026
HUNTINGTON NATIONAL BANK History Reduced 84 3 0.0% 0.0% 261 -9 -9.68% Q4 2025 Feb 09, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 96 3 0.0% 0.0% 262 -9 -8.57% Q4 2025 Feb 10, 2026
Private Wealth Management Group, LLC History Reduced 88 3 0.0% 0.0% 265 -4 -4.35% Q4 2025 Jan 23, 2026
Capital Advisors, Ltd. LLC History No change 73 3 0.0% 0.0% 263 0 0.0% Q4 2025 Jan 21, 2026
WPG Advisers, LLC History No change 86 3 0.0% 0.0% 267 0 0.0% Q4 2025 Jan 28, 2026
SIGNATUREFD, LLC History Reduced 59 2 0.0% 0.0% 270 -148 -71.5% Q4 2025 Jan 20, 2026
First Command Advisory Services, Inc. History New 75 2 0.0% 273 +75 New Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History Added to 65 2 0.0% 275 +62 2066.67% Q4 2025 Feb 10, 2026
Estate Planners Group, LLC History New 61 2 0.0% 277 +61 New Q4 2025 Apr 07, 2026
Parkside Financial Bank & Trust History Reduced 71 2 0.0% 0.0% 269 -15 -17.44% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 62 2 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History No change 57 2 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History No change 67 2 0.0% 0.0% 272 0 0.0% Q4 2025 Jan 30, 2026
Fortis Group Advisors, LLC History No change 62 2 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 06, 2026
Caldwell Trust Co History No change 57 2 0.0% 0.0% 276 0 0.0% Q4 2025 Jan 30, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 50 1 0.0% 294 +50 New Q4 2025 Mar 05, 2026
Center for Financial Planning, Inc. History New 44 1 0.0% 284 +44 New Q4 2025 Feb 05, 2026
Lodestone Wealth Management LLC History New 39 1 0.0% 289 +39 New Q4 2025 Jan 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 36 1 0.0% 281 +36 New Q4 2025 Jan 21, 2026
CoreCap Advisors, LLC History Added to 32 1 0.0% 288 +26 433.33% Q4 2025 Jan 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 31 1 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 03, 2026
AdvisorNet Financial, Inc History No change 44 1 0.0% 0.0% 279 0 0.0% Q4 2025 Jan 20, 2026
MCF Advisors LLC History No change 31 1 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 11, 2026
Prestige Wealth Management Group LLC History No change 44 1 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 11, 2026
Key FInancial Inc History No change 29 1 0.0% 0.0% 283 0 0.0% Q4 2025 Feb 09, 2026
Scarborough Advisors, LLC History No change 38 1 0.0% 0.0% 285 0 0.0% Q4 2025 Feb 17, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 35 1 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 17, 2026
SOA Wealth Advisors, LLC. History No change 49 1 0.0% 0.0% 287 0 0.0% Q4 2025 Jan 20, 2026
MRP Capital Investments, LLC History No change 40 1 0.0% 0.0% 290 0 0.0% Q4 2025 Feb 09, 2026
True Wealth Design, LLC History No change 45 1 0.0% 0.0% 291 0 0.0% Q4 2025 Jan 08, 2026
ORG Partners LLC History No change 40 1 0.0% 0.0% 292 0 0.0% Q4 2025 Jan 14, 2026
PFS Partners, LLC History No change 31 1 0.0% 0.0% 293 0 0.0% Q4 2025 Jan 16, 2026
CANNELL CAPITAL LLC History Closed out 0 0 1.18% -197,650 -100.0% Q3 2025 Nov 14, 2025
Amitell Capital Pte Ltd History Closed out 0 0 3.2% -133,585 -100.0% Q3 2025 Nov 12, 2025
State of New Jersey Common Pension Fund D History Closed out 0 0 0.01% -56,631 -100.0% Q3 2025 Nov 07, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -50,000 -100.0% Q3 2025 Nov 13, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.04% -29,292 -100.0% Q3 2025 Nov 17, 2025
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.28% -28,500 -100.0% Q3 2025 Nov 13, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -22,634 -100.0% Q3 2025 Nov 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -18,600 -100.0% Q3 2025 Nov 13, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -9,587 -100.0% Q3 2025 Oct 30, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -9,400 -100.0% Q3 2025 Nov 14, 2025
Counterpoint Mutual Funds LLC History Closed out 0 0 0.03% -9,276 -100.0% Q3 2025 Nov 10, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -7,441 -100.0% Q3 2025 Nov 14, 2025
Freestone Grove Partners LP History Closed out 0 0 0.0% -7,322 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -6,372 -100.0% Q3 2025 Nov 14, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -5,400 -100.0% Q3 2025 Nov 14, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.02% -3,051 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -230 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -205 -100.0% Q3 2025 Nov 06, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -108 -100.0% Q3 2025 Nov 07, 2025
Quarry LP History Closed out 0 0 0.0% -70 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -57 -100.0% Q3 2025 Oct 21, 2025
Clearstead Advisors, LLC History Reduced 2 0 0.0% -37 -94.87% Q4 2025 Feb 09, 2026
Manchester Capital Management LLC History New 25 0 +25 New Q4 2025 Feb 11, 2026
Laurel Wealth Advisors LLC History New 25 0 +25 New Q4 2025 Jan 30, 2026
JFS WEALTH ADVISORS, LLC History Reduced 22 0 0.0% -19 -46.34% Q4 2025 Jan 14, 2026
Ankerstar Wealth, LLC History New 19 0 +19 New Q4 2025 Feb 12, 2026
Triumph Capital Management History New 16 0 +16 New Q4 2025 Feb 12, 2026
Bare Financial Services, Inc History New 15 0 +15 New Q4 2025 Feb 06, 2026
Clearstead Trust, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Nov 10, 2025
Marquette Asset Management, LLC History New 14 0 +14 New Q4 2025 Jan 16, 2026
Glen Eagle Advisors, LLC History Closed out 0 0 -12 -100.0% Q3 2025 Nov 14, 2025
Keating Financial Advisory Services, Inc. History New 7 0 +7 New Q4 2025 Feb 09, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 13, 2025
GILPIN WEALTH MANAGEMENT, LLC History New 6 0 +6 New Q4 2025 Feb 11, 2026
ASSETMARK, INC History Added to 25 0 +5 25.0% Q4 2025 Jan 23, 2026
Rialto Wealth Management, LLC History New 4 0 +4 New Q4 2025 Jan 12, 2026
Signature Equity Partners, LLC History New 4 0 +4 New Q4 2025 Feb 17, 2026
MPWM ADVISORY SOLUTIONS, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 14, 2025
McMillan Office, Inc. History New 3 0 +3 New Q4 2025 Feb 12, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 07, 2025
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
HFM Investment Advisors, LLC History New 2 0 +2 New Q4 2025 Feb 05, 2026
Godfrey Financial Associates, Inc. History New 2 0 +2 New Q4 2025 Feb 10, 2026
Hilton Head Capital Partners, LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History New 1 0 +1 New Q4 2025 Jan 15, 2026
Valued Wealth Advisors LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 29, 2025
NBC SECURITIES, INC. History No change 15 0 0 0.0% Q4 2025 Jan 29, 2026
C M BIDWELL & ASSOCIATES LTD History No change 16 0 0 0.0% Q4 2025 Feb 13, 2026
EASTERN BANK History No change 10 0 0 0.0% Q4 2025 Jan 14, 2026
WHITTIER TRUST CO History No change 19 0 0 0.0% Q4 2025 Jan 26, 2026
COUNTRY TRUST BANK History No change 22 0 0 0.0% Q4 2025 Jan 21, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 15 0 0 0.0% Q4 2025 Jan 12, 2026
TD Capital Management LLC History No change 6 0 0 0.0% Q4 2025 Feb 26, 2026
Financial Management Professionals, Inc. History No change 5 0 0 0.0% Q4 2025 Jan 27, 2026
NewEdge Advisors, LLC History No change 25 0 0 0.0% Q4 2025 Feb 18, 2026
Pacific Center for Financial Services History No change 3 0 0 0.0% Q4 2025 Feb 17, 2026
McIlrath & Eck, LLC History No change 5 0 0 0.0% Q4 2025 Feb 03, 2026
Front Row Advisors LLC History No change 6 0 0 0.0% Q4 2025 Feb 12, 2026
Vermillion Wealth Management, Inc. History No change 10 0 0 0.0% Q4 2025 Feb 11, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 25 0 0 0.0% Q4 2025 Feb 06, 2026
Physician Wealth Advisors, Inc. History No change 13 0 0 0.0% Q4 2025 Jan 29, 2026
N.E.W. Advisory Services LLC History No change 17 0 0 0.0% Q4 2025 Jan 28, 2026
Rosenberg Matthew Hamilton History No change 12 0 0 0.0% Q4 2025 Jan 05, 2026
SBI Securities Co., Ltd. History No change 2 0 0 0.0% Q4 2025 Feb 03, 2026
SJS Investment Consulting Inc. History No change 8 0 0 0.0% Q4 2025 Jan 21, 2026
Smallwood Wealth Investment Management, LLC History No change 5 0 0 0.0% Q4 2025 Jan 23, 2026
Abound Wealth Management History No change 5 0 0 0.0% Q4 2025 Jan 12, 2026
WealthCollab, LLC History No change 6 0 0 0.0% Q4 2025 Jan 27, 2026
Breakwater Investment Management History No change 1 0 0 0.0% Q4 2025 Feb 02, 2026
Graney & King, LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
Whipplewood Advisors, LLC History No change 7 0 0 0.0% Q4 2025 Feb 17, 2026
Harbor Asset Planning, Inc. History No change 6 0 0 0.0% Q4 2025 Jan 26, 2026