NorthWestern Energy Group, Inc. - NWE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 39 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 8,613,648 555,924 0.01% 0.01% 1 +186,404 2.21% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 6,667,340 430,310 0.01% 0.01% 2 -28,324 -0.42% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 2,637,718 170,238 0.01% 0.01% 3 +14,751 0.56% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 2,039,629 131,637 0.07% 0.09% 4 -929,187 -31.3% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,628,750 105,140 0.01% 0.01% 5 +2,988 0.18% Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History Added to 1,436,750 92,727 0.02% 0.02% 6 +98,472 7.36% Q4 2025 Feb 11, 2026
River Road Asset Management, LLC History Reduced 1,263,967 81,576 0.89% 1.5% 7 -1,027,523 -44.84% Q4 2025 Feb 24, 2026
Neuberger Berman Group LLC History Reduced 1,259,921 81,324 0.06% 0.05% 8 -8,519 -0.67% Q4 2025 Feb 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 1,159,753 74,850 1.76% 1.68% 9 -17,227 -1.46% Q4 2025 Feb 09, 2026
FMR LLC History Added to 1,124,935 72,603 0.0% 0.0% 10 +1,752 0.16% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 1,025,302 66,173 0.1% 11 +1,025,302 New Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,017,415 65,664 0.01% 0.01% 12 +7,056 0.7% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,005,886 64,919 0.08% 0.0% 13 +988,984 5851.28% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 920,554 59,412 0.02% 0.0% 14 +850,517 1214.38% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 846,080 54,606 0.0% 0.0% 15 +57,119 7.24% Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 812,500 52,438 0.08% 16 +812,500 New Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 807,138 52,092 0.01% 0.01% 17 -31,651 -3.77% Q4 2025 Feb 13, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 787,257 50,809 0.41% 0.41% 18 -193,993 -19.77% Q4 2025 Feb 17, 2026
NORGES BANK History New 778,958 50,273 0.01% 19 +778,958 New Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Added to 776,126 50,091 0.02% 0.0% 20 +574,359 284.66% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 774,920 50,013 0.01% 0.01% 21 -86,410 -10.03% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 769,640 49,672 0.03% 0.04% 22 -377,629 -32.92% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 766,720 49,484 0.0% 0.0% 23 -88,865 -10.39% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 764,406 49,334 0.01% 0.01% 24 -47,343 -5.83% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 707,822 45,682 0.01% 0.0% 25 +585,768 479.93% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 657,233 42,417 0.01% 0.0% 26 +414,719 171.01% Q4 2025 Mar 25, 2026
FIRST TRUST ADVISORS LP History Reduced 650,323 41,971 0.03% 0.04% 27 -182,066 -21.87% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Reduced 645,335 41,649 0.07% 0.1% 28 -149,578 -18.82% Q4 2025 Feb 06, 2026
AQR Arbitrage LLC History Added to 607,028 39,177 0.82% 0.04% 29 +583,081 2434.88% Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History Reduced 593,888 38,330 0.33% 0.31% 30 -11,377 -1.88% Q4 2025 Feb 11, 2026
Invesco Ltd. History Reduced 584,723 37,738 0.01% 0.01% 31 -233,115 -28.5% Q4 2025 Feb 19, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 569,334 36,744 0.01% 0.01% 32 -77,559 -11.99% Q4 2025 Jan 22, 2026
GABELLI FUNDS LLC History New 548,700 35,413 0.24% 33 +548,700 New Q4 2025 Feb 05, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 503,220 32,477 0.11% 0.11% 34 -47,063 -8.55% Q4 2025 Feb 18, 2026
Nuveen, LLC History Reduced 502,742 32,446 0.01% 0.01% 35 -151,794 -23.19% Q4 2025 Feb 12, 2026
Hudson Bay Capital Management LP History New 499,509 32,238 0.11% 36 +499,509 New Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 489,871 31,617 0.06% 0.06% 37 +986 0.2% Q4 2025 Feb 05, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 483,291 31,191 0.08% 0.01% 38 +424,593 723.35% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 482,614 31,147 0.01% 0.01% 39 +52,253 12.14% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 445,575 28,757 0.01% 0.01% 40 -116,355 -20.71% Q4 2025 Feb 18, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 417,006 26,913 0.02% 0.02% 41 -224,434 -34.99% Q4 2025 Feb 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 413,328 26,676 0.07% 0.07% 42 -42,892 -9.4% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Reduced 388,665 25,084 0.03% 0.03% 43 -82,154 -17.45% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 348,670 22,503 0.0% 0.0% 44 +169,411 94.51% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 320,156 20,662 0.03% 0.03% 45 +6,525 2.08% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 294,648 19,016 0.0% 0.0% 46 -24,550 -7.69% Q4 2025 Feb 09, 2026
MetLife Investment Management, LLC History Reduced 288,621 18,627 0.09% 0.08% 47 -2,719 -0.93% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 288,102 18,594 0.0% 0.0% 48 +227,613 376.29% Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History Added to 274,350 17,706 0.17% 0.16% 49 +1,000 0.37% Q4 2025 Feb 05, 2026
JPMORGAN CHASE & CO History Reduced 243,635 15,724 0.0% 0.0% 50 -75,034 -23.55% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 236,301 15,250 0.0% 0.0% 51 +104,471 79.25% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 225,467 14,551 0.04% 0.04% 52 -5,584 -2.42% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 220,364 14,222 0.02% 0.0% 53 +199,588 960.67% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 210,218 13,567 0.0% 0.0% 54 +106,655 102.99% Q4 2025 Feb 11, 2026
Magnetar Financial LLC History Added to 197,657 12,756 0.12% 0.07% 55 +2,135 1.09% Q4 2025 Feb 17, 2026
Brandywine Global Investment Management, LLC History New 196,038 12,652 0.08% 56 +196,038 New Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 193,573 12,493 0.01% 0.01% 57 -24,045 -11.05% Q4 2025 Feb 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 137,843 8,896 0.08% 0.07% 58 +8,765 6.79% Q4 2025 Feb 05, 2026
BARCLAYS PLC History Reduced 133,107 8,590 0.0% 0.0% 59 -8,987 -6.32% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 133,030 8,585 0.0% 0.0% 60 -31,865 -19.32% Q4 2025 Feb 02, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 132,400 8,545 0.01% 61 +132,400 New Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 132,201 8,532 0.04% 0.03% 62 +15,938 13.71% Q4 2025 Feb 10, 2026
Kintayl Capital LP History Added to 130,127 8,398 5.07% 4.7% 63 +133 0.1% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Reduced 129,405 8,351 0.17% 0.26% 64 -96,670 -42.76% Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Reduced 123,781 7,988 0.03% 0.06% 65 -140,360 -53.14% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 122,803 7,925 0.08% 0.08% 66 -7,484 -5.74% Q4 2025 Feb 10, 2026
Swiss National Bank History Added to 121,083 7,814 0.0% 0.0% 67 +2,100 1.76% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 117,812 7,603 0.01% 0.02% 68 -136,087 -53.6% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 117,261 7,568 0.0% 0.0% 69 -4,636 -3.8% Q4 2025 Feb 17, 2026
First PREMIER Bank History Reduced 104,567 6,749 1.55% 1.48% 70 -6,429 -5.79% Q4 2025 Jan 23, 2026
South Dakota Investment Council History Reduced 102,711 6,629 0.13% 0.14% 71 -16,400 -13.77% Q4 2025 Feb 12, 2026
Yaupon Capital Management LP History Reduced 100,624 6,494 0.23% 0.26% 72 -15,062 -13.02% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 94,492 6,098 0.0% 0.0% 73 +88,108 1380.14% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 91,621 5,913 0.0% 0.0% 74 +23,740 34.97% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History Reduced 85,765 5,535 0.01% 0.01% 75 -684 -0.79% Q4 2025 Feb 17, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 85,370 5,509 0.37% 0.34% 76 -2,274 -2.59% Q4 2025 Jan 27, 2026
CANADA LIFE ASSURANCE Co History Added to 83,253 5,376 0.01% 0.01% 77 +1,828 2.25% Q4 2025 Feb 13, 2026
MAIRS & POWER INC History Reduced 81,682 5,271 0.05% 0.05% 78 -7,355 -8.26% Q4 2025 Feb 17, 2026
Advisors Asset Management, Inc. History Reduced 81,271 5,245 0.09% 0.12% 79 -40,565 -33.29% Q4 2025 Feb 12, 2026
Oliver Luxxe Assets LLC History Added to 79,226 5,113 0.78% 0.72% 80 +1,603 2.07% Q4 2025 Jan 08, 2026
CONNING INC. History No change 77,076 4,974 0.17% 0.15% 81 0 0.0% Q4 2025 Feb 05, 2026
IEQ CAPITAL, LLC History Added to 76,430 4,932 0.01% 0.01% 82 +19,043 33.18% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 76,365 4,928 0.02% 0.01% 83 +13,766 21.99% Q4 2025 Jan 29, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 74,445 4,805 0.01% 0.01% 84 -890 -1.18% Q4 2025 Jan 30, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 74,026 4,777 0.09% 0.08% 85 -1,558 -2.06% Q4 2025 Jan 14, 2026
Retirement Systems of Alabama History Reduced 73,698 4,756 0.02% 0.01% 86 -530 -0.71% Q4 2025 Jan 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 70,176 4,529 0.02% 87 +70,176 New Q4 2025 Feb 13, 2026
HEARTLAND ADVISORS INC History Added to 69,627 4,493 0.24% 0.08% 88 +42,822 159.75% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 67,634 4,365 0.01% 0.0% 89 +3,174 4.92% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 60,825 3,925 0.0% 0.0% 90 -53 -0.09% Q4 2025 Feb 17, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 60,395 3,898 0.19% 0.18% 91 -1,700 -2.74% Q4 2025 Jan 27, 2026
Point72 Asset Management, L.P. History New 59,406 3,834 0.0% 92 +59,406 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 58,904 3,802 0.0% 0.0% 93 +31,990 118.86% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 58,684 3,788 0.0% 0.0% 94 +1,640 2.87% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 57,615 3,718 0.08% 0.07% 95 +705 1.24% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 57,399 3,704 0.01% 0.0% 96 +21,333 59.15% Q4 2025 Feb 11, 2026
Mathes Company, Inc. History Reduced 54,655 3,527 1.26% 1.17% 97 -825 -1.49% Q4 2025 Feb 09, 2026
MOORE CAPITAL MANAGEMENT, LP History New 53,470 3,450 0.05% 98 +53,470 New Q4 2025 Feb 17, 2026
Magellan Asset Management Ltd History Added to 52,410 3,382 0.04% 0.03% 99 +2,271 4.53% Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History Added to 50,998 3,291 0.21% 0.19% 100 +567 1.12% Q4 2025 Jan 30, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 50,923 3,286 0.0% 101 +50,923 New Q4 2025 Feb 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 49,604 3,201 0.08% 0.07% 102 -540 -1.08% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 49,566 3,198 0.01% 0.01% 103 +3,176 6.85% Q4 2025 Jan 15, 2026
Capula Management Ltd History Added to 46,512 3,001 0.02% 0.01% 104 +10,734 30.0% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 46,300 2,988 0.0% 0.0% 105 -10,045 -17.83% Q4 2025 Feb 10, 2026
AlphaQuest LLC History Added to 44,761 2,888 0.16% 0.1% 106 +19,102 74.45% Q4 2025 Feb 09, 2026
XTX Topco Ltd History Added to 44,258 2,856 0.07% 0.04% 107 +32,578 278.92% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 41,999 2,710 0.0% 0.0% 108 -14,306 -25.41% Q4 2025 Feb 13, 2026
Susquehanna Portfolio Strategies, LLC History Added to 40,876 2,638 0.04% 0.02% 109 +21,321 109.03% Q4 2025 Feb 17, 2026
Lesa Sroufe & Co History Added to 40,194 2,594 1.93% 1.88% 110 +463 1.17% Q4 2025 Jan 22, 2026
Creative Planning History Added to 34,557 2,230 0.0% 0.0% 111 +11,032 46.89% Q4 2025 Feb 17, 2026
MACQUARIE GROUP LTD History Reduced 34,419 2,221 0.01% 0.08% 112 -1,151,332 -97.1% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 34,340 2,216 0.01% 0.01% 113 +8,904 35.01% Q4 2025 Feb 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 33,621 2,169 0.0% 0.0% 114 -2,673 -7.36% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 33,287 2,148 0.0% 0.0% 115 -3,586 -9.73% Q4 2025 Feb 12, 2026
DC Investments Management, LLC History No change 32,976 2,128 0.94% 0.8% 116 0 0.0% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Reduced 32,769 2,114 0.01% 0.01% 117 -4,502 -12.08% Q4 2025 Jan 30, 2026
Jump Financial, LLC History New 32,531 2,099 0.03% 118 +32,531 New Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 32,290 2,084 0.0% 0.0% 119 +14,596 82.49% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 30,711 1,982 0.01% 0.02% 120 -40,806 -57.06% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 30,459 1,966 0.01% 0.0% 121 +4,334 16.59% Q4 2025 Jan 26, 2026
Weiss Asset Management LP History Reduced 30,444 1,964 0.03% 0.92% 122 -14,693 -32.55% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 30,213 1,949 0.01% 0.01% 123 -2,729 -8.28% Q4 2025 Feb 12, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 29,762 1,920 0.14% 0.14% 124 -103 -0.34% Q4 2025 Feb 04, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 29,695 1,916 0.01% 0.01% 125 -6,076 -16.99% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 33,664 1,864 0.0% 0.0% 126 0 0.0% Q4 2025 Jan 28, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 28,262 1,824 0.13% 0.04% 127 +20,438 261.22% Q4 2025 Feb 17, 2026
Virtu Financial LLC History Added to 27,797 1,794 0.07% 0.01% 128 +23,397 531.75% Q4 2025 Feb 23, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 27,796 1,793 0.02% 0.01% 129 +5,271 23.4% Q4 2025 Feb 10, 2026
ALPS ADVISORS INC History Reduced 26,705 1,723 0.01% 0.01% 130 -1,722 -6.06% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 26,325 1,699 0.0% 0.0% 131 +22,190 536.64% Q4 2025 Jan 09, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 25,948 1,674 0.26% 0.25% 132 +2,250 9.49% Q4 2025 Jan 29, 2026
AMALGAMATED BANK History Reduced 25,868 1,670 0.01% 0.01% 133 -1,082 -4.01% Q4 2025 Feb 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 25,820 1,666 0.0% 0.0% 134 -62 -0.24% Q4 2025 Feb 12, 2026
CREDIT AGRICOLE S A History New 25,415 1,640 0.0% 135 +25,415 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 25,115 1,620 0.0% 0.0% 136 -1,215 -4.61% Q4 2025 Feb 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 24,731 1,596 0.0% 0.0% 137 +8,000 47.82% Q4 2025 Feb 10, 2026
VAN ECK ASSOCIATES CORP History Added to 23,784 1,535 0.0% 0.0% 138 +1,450 6.49% Q4 2025 Feb 13, 2026
CSS LLC/IL History New 23,600 1,523 0.07% 139 +23,600 New Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 23,198 1,497 0.01% 0.01% 140 +5,647 32.17% Q4 2025 Feb 03, 2026
Olympiad Research LP History New 22,848 1,474 3.92% 141 +22,848 New Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Added to 22,423 1,447 0.02% 0.0% 142 +3,996 21.69% Q4 2025 Feb 17, 2026
Diametric Capital, LP History Added to 21,722 1,401 0.38% 0.43% 143 +1,722 8.61% Q4 2025 Feb 13, 2026
Polar Asset Management Partners Inc. History New 20,987 1,354 0.02% 144 +20,987 New Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 20,879 1,347 0.0% 0.0% 145 +5,961 39.96% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Reduced 19,066 1,293 0.0% 0.0% 146 -816 -4.1% Q4 2025 Feb 18, 2026
Envestnet Portfolio Solutions, Inc. History Added to 19,984 1,289 0.0% 0.0% 147 +322 1.64% Q4 2025 Feb 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 18,952 1,285 0.01% 0.01% 148 -377 -1.95% Q4 2025 Jan 21, 2026
Polymer Capital Management (US) LLC History Added to 19,491 1,257 0.13% 0.04% 149 +13,334 216.57% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 19,420 1,253 0.0% 0.0% 150 +100 0.52% Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 18,922 1,222 0.01% 0.01% 151 0 0.0% Q4 2025 Jan 29, 2026
STRS OHIO History Added to 18,800 1,213 0.0% 0.0% 152 +200 1.08% Q4 2025 Feb 02, 2026
Vestcor Inc History Added to 18,496 1,194 0.03% 0.02% 153 +4,400 31.21% Q4 2025 Feb 11, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 18,156 1,171 0.02% 0.02% 154 +389 2.19% Q4 2025 Feb 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 17,663 1,147 0.0% 0.0% 155 +3,639 25.95% Q4 2025 Jan 08, 2026
Quantinno Capital Management LP History Added to 17,664 1,140 0.0% 0.0% 156 +8,531 93.41% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 17,564 1,133 0.0% 0.0% 157 +4,839 38.03% Q4 2025 Feb 18, 2026
Arizona State Retirement System History Reduced 17,136 1,105 0.01% 0.01% 158 -1,020 -5.62% Q4 2025 Jan 28, 2026
Louisiana State Employees Retirement System History Reduced 17,000 1,097 0.02% 0.02% 159 -100 -0.58% Q4 2025 Jan 16, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 16,886 1,089 0.0% 0.0% 160 0 0.0% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 16,452 1,061 0.0% 0.0% 161 +2,071 14.4% Q4 2025 Jan 27, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 16,366 1,056 0.01% 0.01% 162 -1,392 -7.84% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 16,265 1,049 0.03% 0.03% 163 -401 -2.41% Q4 2025 Feb 11, 2026
Schonfeld Strategic Advisors LLC History New 16,196 1,045 0.0% 164 +16,196 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 15,965 1,030 0.01% 0.01% 165 -92 -0.57% Q4 2025 Feb 17, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Added to 15,518 1,001 0.55% 0.43% 166 +1,986 14.68% Q4 2025 Jan 22, 2026
Hennion & Walsh Asset Management, Inc. History Added to 15,144 977 0.03% 0.01% 167 +9,809 183.86% Q4 2025 Jan 14, 2026
ROYAL BANK OF CANADA History New 15,100 975 0.0% 168 +15,100 New Q4 2025 Feb 17, 2026
HENNESSY ADVISORS INC History No change 14,798 955 0.03% 0.03% 169 0 0.0% Q4 2025 Jan 27, 2026
D. E. Shaw & Co., Inc. History New 14,751 952 0.0% 170 +14,751 New Q4 2025 Feb 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 14,528 937 0.0% 0.0% 171 -100 -0.68% Q4 2025 Jan 29, 2026
Assenagon Asset Management S.A. History Added to 14,332 924 0.0% 0.0% 172 +3,870 36.99% Q4 2025 Jan 09, 2026
WATER ISLAND CAPITAL LLC History Added to 14,307 923 0.1% 0.11% 173 +4 0.03% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 14,012 904 0.0% 0.0% 174 -53 -0.38% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 13,739 886 0.01% 0.01% 175 +55 0.4% Q4 2025 Feb 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 12,310 794 0.01% 0.01% 176 -100 -0.81% Q4 2025 Feb 04, 2026
US BANCORP \DE\ History Reduced 12,208 787 0.0% 0.0% 177 -101 -0.82% Q4 2025 Jan 30, 2026
WINTON GROUP Ltd History New 12,073 779 0.03% 178 +12,073 New Q4 2025 Feb 11, 2026
Huber Capital Management LLC History No change 12,062 778 0.11% 0.11% 179 0 0.0% Q4 2025 Feb 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 11,800 762 0.02% 0.02% 180 0 0.0% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Added to 11,531 744 0.0% 0.0% 181 +2,249 24.23% Q4 2025 Feb 12, 2026
Neo Ivy Capital Management History New 11,230 724 0.11% 182 +11,230 New Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 11,208 723 0.0% 0.0% 183 -46 -0.41% Q4 2025 Feb 17, 2026
Passumpsic Savings Bank History New 11,153 719 0.39% 184 +11,153 New Q4 2025 Feb 05, 2026
Pictet Asset Management Holding SA History Reduced 11,087 715 0.0% 0.0% 185 -685 -5.82% Q4 2025 Jan 29, 2026
ZACKS INVESTMENT MANAGEMENT History New 10,665 688 0.01% 186 +10,665 New Q4 2025 Feb 17, 2026
BAILARD, INC. History Added to 10,600 684 0.02% 0.01% 187 +500 4.95% Q4 2025 Feb 04, 2026
CSM Advisors, LLC History Reduced 10,589 683 0.02% 0.02% 188 -47 -0.44% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History No change 10,280 663 0.0% 0.0% 189 0 0.0% Q4 2025 Feb 17, 2026
Skandinaviska Enskilda Banken AB (publ) History New 10,000 645 0.0% 190 +10,000 New Q4 2025 Feb 12, 2026
Meeder Advisory Services, Inc. History Added to 9,995 645 0.03% 0.03% 191 +569 6.04% Q4 2025 Feb 11, 2026
Y-Intercept (Hong Kong) Ltd History New 9,747 629 0.01% 192 +9,747 New Q4 2025 Feb 13, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 9,696 625 0.32% 0.32% 193 -589 -5.73% Q4 2025 Jan 28, 2026
Vanguard Personalized Indexing Management, LLC History Added to 9,486 612 0.01% 0.01% 194 +526 5.87% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Added to 9,234 595 0.01% 0.0% 195 +3,106 50.69% Q4 2025 Feb 05, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 9,118 588 0.0% 0.0% 196 -5,950 -39.49% Q4 2025 Jan 28, 2026
COMMERCE BANK History Reduced 9,043 583 0.0% 0.0% 197 -95 -1.04% Q4 2025 Feb 13, 2026
LMR Partners LLP History New 8,893 573 0.0% 198 +8,893 New Q4 2025 Feb 17, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 8,700 561 0.12% 0.1% 199 0 0.0% Q4 2025 Jan 15, 2026
Sivia Capital Partners, LLC History Added to 8,167 527 0.11% 0.1% 200 +2,032 33.12% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History New 8,100 522 0.0% 201 +8,100 New Q4 2025 Feb 10, 2026
State of Alaska, Department of Revenue History Reduced 7,972 514 0.01% 0.01% 202 -480 -5.68% Q4 2025 Jan 23, 2026
TWO SIGMA SECURITIES, LLC History Added to 7,510 484 0.07% 0.06% 203 +553 7.95% Q4 2025 Feb 17, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Reduced 7,488 483 0.05% 0.05% 204 -1,350 -15.27% Q4 2025 Feb 17, 2026
XPONANCE LLC History Reduced 7,432 479 0.0% 0.0% 205 -1,246 -14.36% Q4 2025 Feb 12, 2026
Pacer Advisors, Inc. History Reduced 7,351 474 0.0% 0.0% 206 -11,415 -60.83% Q4 2025 Feb 24, 2026
Jacobi Capital Management LLC History Added to 7,249 467 0.03% 0.03% 207 +7 0.1% Q4 2025 Feb 13, 2026
Resona Asset Management Co.,Ltd. History No change 7,172 462 0.0% 0.0% 208 0 0.0% Q4 2025 Feb 06, 2026
Intrua Financial, LLC History Reduced 7,061 455 0.05% 0.05% 209 -50 -0.7% Q4 2025 Feb 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 6,975 450 0.01% 0.01% 210 -3,041 -30.36% Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History No change 6,919 446 0.01% 0.01% 211 0 0.0% Q4 2025 Feb 13, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 6,857 442 0.14% 0.13% 212 -100 -1.44% Q4 2025 Jan 27, 2026
GUGGENHEIM CAPITAL LLC History Reduced 6,740 435 0.0% 0.01% 213 -9,180 -57.66% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History New 6,300 406 0.01% 214 +6,300 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,157 397 0.0% 0.0% 215 0 0.0% Q4 2025 Feb 13, 2026
Crewe Advisors LLC History Added to 5,855 377 0.03% 0.03% 216 +59 1.02% Q4 2025 Jan 16, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 5,816 375 0.0% 0.01% 217 -64,995 -91.79% Q4 2025 Feb 10, 2026
MAI Capital Management History Added to 5,798 374 0.0% 0.0% 218 +389 7.19% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 5,780 373 0.01% 0.01% 219 -983 -14.53% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History New 5,748 370 0.01% 220 +5,748 New Q4 2025 Feb 09, 2026
Jain Global LLC History New 5,746 370 0.0% 222 +5,746 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 5,743 370 0.01% 0.01% 221 -329 -5.42% Q4 2025 Feb 17, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 5,729 369 0.09% 224 +5,729 New Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History New 5,720 369 0.0% 223 +5,720 New Q4 2025 Jan 26, 2026
Swiss Life Asset Management Ltd History New 5,562 358 0.0% 225 +5,562 New Q4 2025 Feb 04, 2026
Headlands Technologies LLC History Reduced 5,480 353 0.03% 0.03% 226 -943 -14.68% Q4 2025 Feb 13, 2026
Focus Partners Wealth History New 5,511 349 0.0% 227 +5,511 New Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 4,979 321 0.0% 228 +4,979 New Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 4,968 320 0.0% 0.01% 230 -68,297 -93.22% Q4 2025 Feb 12, 2026
BOKF, NA History Reduced 4,968 320 0.0% 0.0% 229 -27 -0.54% Q4 2025 Feb 03, 2026
CIBC Private Wealth Group LLC History Added to 4,932 318 0.0% 0.0% 231 +45 0.92% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 4,881 315 0.0% 0.0% 232 -4,651 -48.79% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History No change 4,825 311 0.04% 0.04% 233 0 0.0% Q4 2025 Jan 29, 2026
FIDUCIARY TRUST CO History Reduced 4,800 309 0.0% 0.0% 234 -10 -0.21% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 4,762 307 0.0% 0.0% 235 +941 24.63% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 4,731 305 0.0% 0.0% 236 -460 -8.86% Q4 2025 Feb 11, 2026
Accurate Wealth Management, LLC History Added to 4,502 297 0.04% 0.03% 237 +902 25.06% Q4 2025 Jan 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 4,521 292 0.02% 0.02% 238 0 0.0% Q4 2025 Feb 03, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 4,449 287 0.01% 0.01% 239 -100 -2.2% Q4 2025 Feb 04, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 4,434 286 0.0% 240 +4,434 New Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 4,313 278 0.01% 0.0% 241 +38 0.89% Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History Added to 4,261 275 0.01% 0.01% 242 +776 22.27% Q4 2025 Feb 11, 2026
VELA Investment Management, LLC History No change 4,233 273 0.06% 0.06% 243 0 0.0% Q4 2025 Feb 02, 2026
MACKENZIE FINANCIAL CORP History Reduced 4,228 272 0.0% 0.0% 244 -25 -0.59% Q4 2025 Feb 18, 2026
Phillips Wealth Planners LLC History Reduced 3,964 271 0.22% 0.22% 245 -496 -11.12% Q4 2025 Feb 10, 2026
Caitlin John, LLC History New 4,197 270 0.18% 246 +4,197 New Q4 2025 Feb 18, 2026
CIBC WORLD MARKETS CORP History New 4,084 263 0.0% 247 +4,084 New Q4 2025 Feb 12, 2026
Ifrah Financial Services, Inc. History Reduced 4,070 262 0.07% 0.06% 248 -135 -3.21% Q4 2025 Jan 22, 2026
Ethic Inc. History Added to 3,767 243 0.0% 0.0% 249 +133 3.66% Q4 2025 Feb 03, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 3,702 238 0.02% 0.02% 250 -198 -5.08% Q4 2025 Jan 30, 2026
Sterling Capital Management LLC History Reduced 3,573 230 0.0% 0.0% 251 -702 -16.42% Q4 2025 Feb 13, 2026
Crossmark Global Holdings, Inc. History Added to 3,538 228 0.0% 0.0% 252 +43 1.23% Q4 2025 Feb 03, 2026
GAMMA Investing LLC History Added to 3,528 227 0.01% 0.01% 253 +757 27.32% Q4 2025 Jan 05, 2026
Sanctuary Advisors, LLC History New 3,503 226 0.0% 254 +3,503 New Q4 2025 Jan 29, 2026
Sowell Financial Services LLC History Reduced 3,495 225 0.01% 0.01% 255 -39 -1.1% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 3,451 222 0.0% 0.0% 256 +1,796 108.52% Q4 2025 Feb 06, 2026
CHOREO, LLC History Reduced 3,375 219 0.0% 0.0% 257 -478 -12.41% Q4 2025 Jan 23, 2026
SteelPeak Wealth, LLC History New 3,210 207 0.01% 258 +3,210 New Q4 2025 Jan 20, 2026
Legacy Wealth Asset Management, LLC History New 3,148 203 0.05% 259 +3,148 New Q4 2025 Jan 12, 2026
Callan Family Office, LLC History New 3,104 200 0.0% 260 +3,104 New Q4 2025 Feb 12, 2026
PenderFund Capital Management Ltd. History Added to 2,900 187 0.03% 0.01% 261 +2,269 359.59% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 2,485 160 0.0% 0.0% 262 +366 17.27% Q4 2025 Feb 17, 2026
Mint Tower Capital Management B.V. History New 2,422 156 0.02% 263 +2,422 New Q4 2025 Feb 12, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,364 152 0.01% 0.01% 264 0 0.0% Q4 2025 Jan 08, 2026
Parallel Advisors, LLC History Added to 2,233 144 0.0% 0.0% 265 +1,159 107.91% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Added to 2,188 141 0.01% 0.0% 266 +575 35.65% Q4 2025 Feb 06, 2026
Caitong International Asset Management Co., Ltd History Added to 2,132 137 0.03% 0.02% 267 +1,667 358.49% Q4 2025 Mar 03, 2026
KBC Group NV History No change 1,977 128 0.0% 0.0% 268 0 0.0% Q4 2025 Jan 26, 2026
Daiwa Securities Group Inc. History Reduced 1,885 122 0.0% 0.0% 269 -369 -16.37% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Added to 1,592 102 0.0% 0.0% 270 +1,140 252.21% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 1,576 101 0.0% 0.0% 271 +594 60.49% Q4 2025 Jan 23, 2026
Costello Asset Management, INC History Reduced 1,510 97 0.03% 0.03% 272 -221 -12.77% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,462 94 0.01% 0.0% 273 +655 81.16% Q4 2025 Feb 10, 2026
Ransom Advisory, Ltd History Reduced 1,450 93 0.04% 0.06% 274 -1,000 -40.82% Q4 2025 Jan 06, 2026
Triumph Capital Management History New 1,380 89 0.02% 275 +1,380 New Q4 2025 Feb 12, 2026
V-Square Quantitative Management LLC History New 1,345 86 0.01% 276 +1,345 New Q4 2025 Jan 22, 2026
Rockefeller Capital Management L.P. History Added to 1,280 82 0.0% 0.0% 277 +1,033 418.22% Q4 2025 Mar 16, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,197 77 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 17, 2026
Westfuller Advisors, LLC History Reduced 1,165 75 0.03% 0.03% 279 -13 -1.1% Q4 2025 Jan 21, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,145 74 0.0% 0.0% 280 +342 42.59% Q4 2025 Feb 09, 2026
Front Row Advisors LLC History No change 1,135 73 0.02% 0.02% 281 0 0.0% Q4 2025 Feb 12, 2026
ASSETMARK, INC History No change 1,034 66 0.0% 0.0% 282 0 0.0% Q4 2025 Jan 23, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 1,000 64 0.02% 0.01% 283 0 0.0% Q4 2025 Feb 02, 2026
Bayforest Capital Ltd History Added to 983 63 0.05% 0.0% 284 +824 518.24% Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Added to 965 62 0.0% 0.0% 285 +48 5.23% Q4 2025 Jan 20, 2026
Torren Management, LLC History New 936 60 0.03% 287 +936 New Q4 2025 Jan 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 940 60 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Added to 919 59 0.0% 0.0% 288 +503 120.91% Q4 2025 Jan 27, 2026
Allworth Financial LP History New 868 56 0.0% 290 +868 New Q4 2025 Feb 05, 2026
SIGNATUREFD, LLC History Added to 879 56 0.0% 0.0% 289 +195 28.51% Q4 2025 Jan 20, 2026
Optiver Holding B.V. History Added to 691 44 0.0% 0.0% 291 +318 85.25% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 625 40 0.0% 0.0% 292 +5 0.81% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Added to 578 37 0.0% 0.0% 293 +15 2.66% Q4 2025 Feb 02, 2026
CENTRAL TRUST Co History Reduced 500 32 0.0% 0.0% 294 -1,000 -66.67% Q4 2025 Feb 02, 2026
DV Trading LLC History New 499 32 0.0% 295 +499 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 455 29 0.0% 0.0% 296 +267 142.02% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History Added to 403 26 0.0% 0.0% 297 +38 10.41% Q4 2025 Jan 08, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 328 21 0.0% 0.0% 298 -6 -1.8% Q4 2025 Jan 20, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 330 19 0.0% 300 +330 New Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Added to 288 19 0.0% 0.0% 299 +111 62.71% Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 279 18 0.0% 0.0% 303 +117 72.22% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 291 18 0.0% 0.0% 302 +3 1.04% Q4 2025 Jan 16, 2026
Parkside Financial Bank & Trust History No change 294 18 0.0% 0.0% 301 0 0.0% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 272 17 0.0% 0.0% 304 +23 9.24% Q4 2025 Feb 03, 2026
Larson Financial Group LLC History Added to 245 15 0.0% 0.0% 306 +117 91.41% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Reduced 236 15 0.0% 0.0% 305 -8 -3.28% Q4 2025 Feb 09, 2026
Clearstead Advisors, LLC History Reduced 217 14 0.0% 0.0% 307 -311 -58.9% Q4 2025 Feb 09, 2026
GHP Investment Advisors, Inc. History No change 223 14 0.0% 0.0% 308 0 0.0% Q4 2025 Jan 27, 2026
Eurizon Capital SGR S.p.A. History New 198 12 0.0% 309 +198 New Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 174 11 0.0% 0.0% 310 +126 262.5% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History Added to 167 11 0.0% 0.0% 311 +63 60.58% Q4 2025 Jan 21, 2026
BROWN BROTHERS HARRIMAN & CO History New 150 9 0.0% 312 +150 New Q4 2025 Feb 12, 2026
TUCKER ASSET MANAGEMENT LLC History New 131 8 0.0% 313 +131 New Q4 2025 Feb 05, 2026
Bell Investment Advisors, Inc History Reduced 126 8 0.0% 0.0% 314 -87 -40.85% Q4 2025 Feb 24, 2026
True Wealth Design, LLC History Added to 113 7 0.0% 0.0% 315 +37 48.68% Q4 2025 Jan 08, 2026
Root Financial Partners, LLC History Added to 122 7 0.0% 0.0% 316 +20 19.61% Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 102 6 0.0% 0.0% 317 0 0.0% Q4 2025 Jan 22, 2026
Private Wealth Management Group, LLC History No change 107 6 0.0% 0.0% 318 0 0.0% Q4 2025 Jan 23, 2026
Pinnacle Wealth Planning Services, Inc. History New 81 5 0.0% 320 +81 New Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Added to 83 5 0.0% 0.0% 319 +8 10.67% Q4 2025 Feb 20, 2026
Wealth Watch Advisors, INC History No change 84 5 0.0% 0.0% 321 0 0.0% Q4 2025 Feb 17, 2026
Wealth Preservation Advisors, LLC History Reduced 75 4 0.0% 0.0% 324 -10 -11.76% Q4 2025 Feb 23, 2026
C M BIDWELL & ASSOCIATES LTD History No change 68 4 0.0% 0.0% 322 0 0.0% Q4 2025 Feb 13, 2026
BFSG, LLC History No change 77 4 0.0% 0.0% 323 0 0.0% Q4 2025 Jan 22, 2026
LRI Investments, LLC History No change 68 4 0.0% 0.0% 325 0 0.0% Q4 2025 Feb 04, 2026
Arax Advisory Partners History Reduced 51 3 0.0% 0.02% 328 -24,434 -99.79% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 50 3 0.0% 330 +50 New Q4 2025 Feb 17, 2026
Quent Capital, LLC History Added to 56 3 0.0% 0.0% 329 +25 80.65% Q4 2025 Jan 29, 2026
MassMutual Private Wealth & Trust, FSB History No change 58 3 0.0% 0.0% 326 0 0.0% Q4 2025 Jan 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 55 3 0.0% 0.0% 327 0 0.0% Q4 2025 Feb 03, 2026
Strive Financial Group ,LLC History New 31 2 0.0% 333 +31 New Q4 2025 Feb 18, 2026
Atlantic Union Bankshares Corp History Added to 33 2 0.0% 0.0% 331 +12 57.14% Q4 2025 Feb 04, 2026
Millstone Evans Group, LLC History No change 35 2 0.0% 0.0% 332 0 0.0% Q4 2025 Feb 02, 2026
Keating Financial Advisory Services, Inc. History New 20 1 0.0% 339 +20 New Q4 2025 Feb 09, 2026
Cornerstone Financial Management LLC History New 17 1 0.0% 340 +17 New Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 23 1 0.0% 334 +14 155.56% Q4 2025 Jan 14, 2026
Bare Financial Services, Inc History Added to 21 1 0.0% 337 +9 75.0% Q4 2025 Feb 06, 2026
Capital Advisors, Ltd. LLC History No change 20 1 0.0% 0.0% 335 0 0.0% Q4 2025 Jan 21, 2026
Fortitude Family Office, LLC History No change 28 1 0.0% 0.0% 336 0 0.0% Q4 2025 Jan 15, 2026
Caldwell Trust Co History No change 18 1 0.0% 0.0% 338 0 0.0% Q4 2025 Jan 30, 2026
Boston Partners History Closed out 0 0 0.03% -525,581 -100.0% Q3 2025 Nov 13, 2025
Aventail Capital Group, LP History Closed out 0 0 0.3% -110,292 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -42,989 -100.0% Q3 2025 Nov 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.07% -31,776 -100.0% Q3 2025 Nov 17, 2025
Aristotle Capital Boston, LLC History Closed out 0 0 0.1% -31,699 -100.0% Q3 2025 Nov 14, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -31,426 -100.0% Q3 2025 Nov 13, 2025
NATIXIS History Closed out 0 0 0.01% -25,822 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.03% -19,057 -100.0% Q3 2025 Nov 17, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -8,954 -100.0% Q3 2025 Nov 13, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.11% -6,331 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.01% -5,918 -100.0% Q3 2025 Nov 12, 2025
Covestor Ltd History Reduced 3 0 0.15% -4,539 -99.93% Q4 2025 Feb 06, 2026
IFM Investors Pty Ltd History Closed out 0 0 0.0% -4,415 -100.0% Q3 2025 Oct 15, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -4,322 -100.0% Q3 2025 Oct 14, 2025
Longboard Asset Management, LP History Closed out 0 0 0.36% -3,833 -100.0% Q3 2025 Oct 22, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -1,344 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -775 -100.0% Q3 2025 Nov 14, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -283 -100.0% Q3 2025 Nov 13, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -279 -100.0% Q3 2025 Oct 08, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -106 -100.0% Q3 2025 Oct 21, 2025
NewEdge Advisors, LLC History Closed out 0 0 0.0% -62 -100.0% Q3 2025 Nov 17, 2025
Cornerstone Planning Group LLC History Reduced 14 0 0.0% -47 -77.05% Q4 2025 Feb 02, 2026
PROFFITT & GOODSON INC History Closed out 0 0 -14 -100.0% Q3 2025 Oct 21, 2025
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 10 0 +10 New Q4 2025 Feb 03, 2026
Cloud Capital Management, LLC History Closed out 0 0 -9 -100.0% Q3 2025 Nov 03, 2025
SJS Investment Consulting Inc. History Added to 13 0 +8 160.0% Q4 2025 Jan 21, 2026
Manchester Capital Management LLC History New 4 0 +4 New Q4 2025 Feb 11, 2026
Godfrey Financial Associates, Inc. History New 4 0 +4 New Q4 2025 Feb 10, 2026
Bay Harbor Wealth Management, LLC History Added to 6 0 +2 50.0% Q4 2025 Feb 02, 2026
American Capital Advisory, LLC History New 2 0 +2 New Q4 2025 Jan 30, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 12, 2025
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Anchor Investment Management, LLC History No change 1 0 0 0.0% Q4 2025 Feb 26, 2026
Bogart Wealth, LLC History No change 5 0 0 0.0% Q4 2025 Jan 30, 2026
DiNuzzo Private Wealth, Inc. History No change 7 0 0 0.0% Q4 2025 Jan 16, 2026
Rialto Wealth Management, LLC History No change 13 0 0 0.0% Q4 2025 Jan 12, 2026
WPG Advisers, LLC History No change 9 0 0 0.0% Q4 2025 Jan 28, 2026
HFM Investment Advisors, LLC History No change 3 0 0 0.0% Q4 2025 Feb 05, 2026