OCEANEERING INTERNATIONAL INC - OII

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 16,003,350 384,560 0.01% 0.01% 1 +334,417 2.13% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 12,371,147 297,278 0.0% 0.0% 2 +187,707 1.54% Q4 2025 Jan 29, 2026
BROWN ADVISORY INC History Reduced 7,426,981 178,470 0.25% 0.25% 3 -275,282 -3.57% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 4,647,252 111,673 0.0% 0.0% 4 +215,366 4.86% Q4 2025 Feb 13, 2026
Morgan Stanley Institutional Investment Advisors LLC History New 3,947,022 94,846 10.03% 5 +3,947,022 New Q4 2025 Feb 13, 2026
EARNEST PARTNERS LLC History Reduced 3,791,599 91,112 0.39% 0.43% 6 -225,099 -5.6% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 3,608,090 86,702 0.04% 0.05% 7 -34,783 -0.95% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,477,068 83,556 0.02% 0.02% 8 +191,117 5.82% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Reduced 3,335,121 80,142 0.06% 0.06% 9 -204,437 -5.78% Q4 2025 Feb 13, 2026
Greenhouse Funds LLLP History Reduced 2,468,260 59,312 2.14% 2.26% 10 -23,543 -0.94% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,304,738 55,396 0.0% 0.0% 11 +51,871 2.3% Q4 2025 Feb 09, 2026
LOOMIS SAYLES & CO L P History Reduced 1,831,434 44,009 0.05% 0.06% 12 -65,603 -3.46% Q4 2025 Feb 12, 2026
VAN ECK ASSOCIATES CORP History Added to 1,500,057 36,047 0.03% 0.03% 13 +170,762 12.85% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,442,874 34,672 0.01% 0.01% 14 +25,451 1.8% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,273,669 30,606 0.0% 0.0% 15 -151,709 -10.64% Q4 2025 Mar 25, 2026
ROYAL BANK OF CANADA History New 1,221,789 29,360 0.0% 16 +1,221,789 New Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 1,216,859 29,241 0.0% 0.0% 17 +84,952 7.51% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 1,165,936 28,017 0.03% 0.02% 18 +466,556 66.71% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,041,053 25,016 0.0% 0.0% 19 +26,200 2.58% Q4 2025 Feb 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 856,644 20,585 0.11% 0.17% 20 -445,148 -34.2% Q4 2025 Jan 13, 2026
Ranger Investment Management, L.P. History Added to 802,635 19,287 1.32% 1.03% 21 +206,665 34.68% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Added to 793,098 19,058 0.01% 0.01% 22 +153,214 23.94% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Added to 770,246 18,509 0.0% 0.0% 23 +152,285 24.64% Q4 2025 Feb 10, 2026
Nuveen, LLC History Reduced 700,281 16,827 0.0% 0.0% 24 -19,747 -2.74% Q4 2025 Feb 12, 2026
ALGERT GLOBAL LLC History Added to 699,646 16,812 0.26% 0.27% 25 +49,899 7.68% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 699,212 16,802 0.02% 0.0% 26 +581,712 495.07% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 627,934 15,089 0.0% 0.0% 27 -72,327 -10.33% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 597,363 14,354 0.0% 0.0% 28 -16,398 -2.67% Q4 2025 Feb 19, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 576,822 13,861 0.01% 0.01% 29 +30,093 5.5% Q4 2025 Feb 02, 2026
Goehring & Rozencwajg Associates, LLC History Added to 568,734 13,666 1.35% 1.39% 30 +102,676 22.03% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 562,486 13,516 0.01% 0.01% 31 +118,909 26.81% Q4 2025 Feb 13, 2026
Old West Investment Management, LLC History Added to 543,271 13,054 2.33% 1.35% 32 +305,168 128.17% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 539,676 12,968 0.02% 56.59% 33 +47,748 9.71% Q4 2025 Feb 17, 2026
Boston Trust Walden Corp History Reduced 532,179 12,788 0.1% 0.11% 34 -62,771 -10.55% Q4 2025 Jan 28, 2026
JPMORGAN CHASE & CO History Reduced 507,883 12,204 0.0% 0.0% 35 -256,024 -33.52% Q4 2025 Feb 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 501,914 12,201 0.01% 36 +501,914 New Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 458,211 11,010 0.0% 0.0% 37 -33,425 -6.8% Q4 2025 Jan 29, 2026
Aristotle Capital Boston, LLC History Reduced 450,306 10,820 0.59% 1.08% 38 -393,487 -46.63% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 446,204 10,722 0.0% 0.0% 39 -256,542 -36.51% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Reduced 418,786 10,063 0.01% 0.01% 40 -47,339 -10.16% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 416,792 10,015 0.0% 0.0% 41 +30,689 7.95% Q4 2025 Feb 13, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 383,966 9,226 0.03% 0.03% 42 +64,550 20.21% Q4 2025 Feb 13, 2026
Sagefield Capital LP History Reduced 380,070 9,133 0.77% 1.41% 43 -129,548 -25.42% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History New 374,718 9,004 0.04% 44 +374,718 New Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 372,749 8,957 0.0% 0.0% 45 +69,837 23.06% Q4 2025 Feb 17, 2026
KEATING INVESTMENT COUNSELORS INC History Reduced 354,356 8,515 2.36% 2.53% 46 -3,617 -1.01% Q4 2025 Jan 30, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 345,270 8,296 0.03% 0.04% 47 -45,596 -11.67% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Added to 341,840 8,214 0.08% 0.07% 48 +35,400 11.55% Q4 2025 Feb 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 298,125 7,163 0.06% 0.04% 49 +123,964 71.18% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 290,904 6,990 0.0% 0.0% 50 +151,837 109.18% Q4 2025 Feb 13, 2026
FMR LLC History Added to 269,765 6,482 0.0% 0.0% 51 +118,224 78.01% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 268,176 6,444 0.01% 0.01% 52 +12,083 4.72% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 265,905 6,389 0.0% 0.0% 53 +17,777 7.16% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 261,453 6,282 0.01% 0.01% 54 +19,024 7.85% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 259,311 6,231 0.01% 0.01% 55 -27,507 -9.59% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 254,059 6,105 0.0% 0.0% 56 -11,259 -4.24% Q4 2025 Feb 09, 2026
Granite Investment Partners, LLC History New 238,380 5,728 0.34% 57 +238,380 New Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 228,689 5,495 0.0% 0.0% 58 -27,254 -10.65% Q4 2025 Feb 10, 2026
Brandywine Global Investment Management, LLC History New 228,424 5,489 0.04% 59 +228,424 New Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 226,623 5,445 0.0% 0.0% 60 -11,866 -4.98% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 210,679 5,062 0.0% 0.0% 61 +2,876 1.38% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 197,548 4,747 0.0% 0.0% 62 +2,600 1.33% Q4 2025 Feb 12, 2026
Caption Management, LLC History Reduced 196,600 4,724 0.03% 0.07% 63 -153,400 -43.83% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 193,952 4,660 0.0% 0.0% 64 +28,565 17.27% Q4 2025 Feb 10, 2026
GABELLI FUNDS LLC History New 186,973 4,492 0.03% 65 +186,973 New Q4 2025 Feb 05, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 164,257 3,947 0.01% 0.01% 66 -1,083 -0.66% Q4 2025 Jan 30, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 155,434 3,735 0.57% 0.6% 67 -3,827 -2.4% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 153,423 3,687 0.0% 0.01% 68 -3,124 -2.0% Q4 2025 Jan 09, 2026
EFG International AG History New 152,292 3,658 0.07% 69 +152,292 New Q4 2025 Feb 17, 2026
LEUTHOLD GROUP, LLC History New 147,639 3,547 0.38% 70 +147,639 New Q4 2025 Feb 05, 2026
SIR Capital Management, L.P. History Reduced 120,000 2,883 0.32% 0.61% 71 -152,400 -55.95% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 118,548 2,849 0.0% 0.0% 72 +116,476 5621.43% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Reduced 116,159 2,791 0.03% 0.05% 73 -5 -0.0% Q4 2025 Jan 29, 2026
Trexquant Investment LP History Added to 112,759 2,709 0.02% 0.01% 74 +82,805 276.44% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 111,822 2,687 0.0% 0.0% 75 -1,938 -1.7% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 109,901 2,640 0.0% 0.0% 76 +46,163 72.43% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History New 106,916 2,569 0.0% 77 +106,916 New Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 101,308 2,435 0.0% 0.0% 78 +8,260 8.88% Q4 2025 Feb 17, 2026
CenterBook Partners LP History Added to 100,220 2,408 0.12% 0.02% 79 +83,705 506.84% Q4 2025 Feb 11, 2026
ISTHMUS PARTNERS, LLC History Added to 97,629 2,346 0.26% 0.53% 80 +706 0.73% Q4 2025 Feb 05, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 93,600 2,249 0.05% 0.05% 81 -4,913 -4.99% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 93,563 2,248 0.0% 0.0% 82 +216 0.23% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 91,781 2,205 0.01% 0.01% 83 -821 -0.89% Q4 2025 Jan 30, 2026
Engineers Gate Manager LP History Reduced 88,549 2,127 0.03% 0.04% 84 -42,113 -32.23% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 88,022 2,115 0.0% 0.0% 85 -126,706 -59.01% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Added to 87,910 2,112 0.0% 0.0% 86 +7,006 8.66% Q4 2025 Jan 30, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 84,416 2,097 0.0% 0.0% 87 -5,544 -6.16% Q4 2025 Feb 03, 2026
CANADA LIFE ASSURANCE Co History No change 85,445 2,053 0.0% 0.0% 88 0 0.0% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 84,594 2,032 0.05% 89 +84,594 New Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 78,977 1,897 0.0% 0.0% 90 -63,202 -44.45% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Reduced 77,348 1,858 0.0% 0.0% 91 -96,223 -55.44% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 73,422 1,764 0.0% 0.0% 92 +42,174 134.97% Q4 2025 Feb 12, 2026
Glenorchy Capital Ltd History Reduced 72,995 1,754 0.11% 0.27% 93 -572 -0.78% Q4 2025 Jan 30, 2026
Pathstone Holdings, LLC History New 71,338 1,714 0.01% 94 +71,338 New Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 70,638 1,697 0.0% 0.0% 95 -25,831 -26.78% Q4 2025 Feb 05, 2026
Brevan Howard Capital Management LP History Added to 69,859 1,678 0.02% 0.01% 96 +18,906 37.1% Q4 2025 Feb 17, 2026
PEAK6 LLC History New 69,800 1,677 0.0% 97 +69,800 New Q4 2025 Mar 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 69,200 1,662 0.0% 0.0% 98 +16,710 31.83% Q4 2025 Feb 17, 2026
Legato Capital Management LLC History Added to 68,361 1,642 0.14% 0.12% 99 +22,374 48.65% Q4 2025 Feb 06, 2026
State of Tennessee, Department of Treasury History Added to 52,577 1,582 0.01% 0.0% 100 +3,533 7.2% Q4 2025 Feb 18, 2026
CITADEL ADVISORS LLC History Reduced 62,773 1,508 0.0% 0.0% 101 -79,651 -55.93% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 61,557 1,479 0.0% 0.0% 102 -56,122 -47.69% Q4 2025 Feb 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 60,804 1,461 0.02% 0.02% 103 -5,906 -8.85% Q4 2025 Feb 02, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 60,742 1,459 0.03% 0.02% 104 +5,645 10.25% Q4 2025 Jan 14, 2026
Dockside LLC History New 58,772 1,412 0.36% 105 +58,772 New Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History No change 56,620 1,360 0.01% 0.01% 106 0 0.0% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Added to 54,458 1,307 0.01% 0.01% 107 +380 0.7% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Reduced 53,834 1,293 0.01% 0.01% 108 -1,950 -3.5% Q4 2025 Feb 12, 2026
Annex Advisory Services, LLC History Added to 53,779 1,292 0.02% 0.03% 109 +182 0.34% Q4 2025 Jan 26, 2026
ROYCE & ASSOCIATES LP History No change 53,017 1,273 0.01% 0.01% 110 0 0.0% Q4 2025 Feb 09, 2026
CoreCommodity Management, LLC History Reduced 51,493 1,237 0.26% 0.28% 111 -11,630 -18.42% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 49,273 1,184 0.0% 0.0% 112 +8,418 20.6% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 48,687 1,169 0.0% 0.0% 113 -3,045 -5.89% Q4 2025 Feb 18, 2026
Illinois Municipal Retirement Fund History Reduced 48,446 1,164 0.01% 0.02% 114 -4,227 -8.02% Q4 2025 Feb 11, 2026
Gotham Asset Management, LLC History New 46,410 1,115 0.0% 115 +46,410 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 46,283 1,112 0.0% 116 +46,283 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 45,916 1,103 0.0% 0.0% 117 +2,233 5.11% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 45,700 1,098 0.02% 0.02% 118 -400 -0.87% Q4 2025 Jan 16, 2026
WINTON GROUP Ltd History Added to 44,673 1,073 0.04% 0.02% 119 +23,956 115.63% Q4 2025 Feb 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 44,474 1,068 0.0% 0.0% 120 -4,225 -8.68% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History No change 44,018 1,057 0.0% 0.0% 121 0 0.0% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 43,393 1,042 0.0% 0.0% 122 +10,879 33.46% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 41,774 1,003 0.0% 0.0% 123 -3,513 -7.76% Q4 2025 Jan 29, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 40,668 977 0.0% 0.0% 124 -9,288 -18.59% Q4 2025 Jan 28, 2026
LPL Financial LLC History Reduced 40,525 973 0.0% 0.0% 125 -3,571 -8.1% Q4 2025 Feb 11, 2026
Fulcrum Asset Management LLP History Reduced 38,882 945 0.26% 0.28% 126 -1,152 -2.88% Q4 2025 Feb 05, 2026
SummerHaven Investment Management, LLC History No change 39,040 938 0.53% 0.56% 127 0 0.0% Q4 2025 Feb 03, 2026
HSBC HOLDINGS PLC History Reduced 37,913 918 0.0% 0.0% 128 -20,890 -35.53% Q4 2025 Mar 20, 2026
South Dakota Investment Council History Reduced 35,900 863 0.02% 0.02% 129 -5,700 -13.7% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 35,831 861 0.0% 0.0% 130 +1,168 3.37% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 35,082 843 0.0% 0.01% 131 -67,079 -65.66% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 34,827 836 0.01% 132 +34,827 New Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History New 34,677 833 0.02% 133 +34,677 New Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 33,629 808 0.02% 134 +33,629 New Q4 2025 Feb 17, 2026
Carlson Capital, L.P. History Added to 32,000 768 0.27% 0.24% 135 +6,100 23.55% Q4 2025 Feb 03, 2026
Creative Planning History Added to 31,816 764 0.0% 0.0% 136 +2,343 7.95% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Added to 31,632 760 0.01% 0.01% 137 +2,574 8.86% Q4 2025 Feb 02, 2026
Mariner, LLC History Added to 31,280 752 0.0% 0.0% 138 +7,515 31.62% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 31,049 746 0.0% 0.0% 139 -9,619 -23.65% Q4 2025 Feb 10, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 30,710 738 0.06% 0.05% 140 +4,881 18.9% Q4 2025 Jan 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 30,457 731 0.0% 0.0% 141 +1,749 6.09% Q4 2025 Jan 27, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 26,979 721 0.01% 0.01% 142 -3,961 -12.8% Q4 2025 Jan 21, 2026
AMALGAMATED BANK History Added to 29,074 699 0.01% 0.01% 143 +427 1.49% Q4 2025 Feb 05, 2026
Oldfield Partners LLP History No change 28,729 690 0.2% 0.22% 144 0 0.0% Q4 2025 Jan 09, 2026
Edgestream Partners, L.P. History Reduced 28,693 689 0.02% 0.23% 145 -282,534 -90.78% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 28,100 675 0.0% 0.0% 146 -84,200 -74.98% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 28,082 674 0.0% 0.0% 147 -32,497 -53.64% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 27,745 666 0.0% 0.0% 148 -2,022 -6.79% Q4 2025 Jan 28, 2026
OSAIC HOLDINGS, INC. History Reduced 27,404 658 0.0% 0.0% 149 -1,678 -5.77% Q4 2025 Feb 17, 2026
West Tower Group, LLC History No change 27,000 648 1.46% 1.94% 150 0 0.0% Q4 2025 Feb 04, 2026
EP Wealth Advisors, LLC History New 26,225 630 0.0% 151 +26,225 New Q4 2025 Feb 18, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 26,133 627 0.0% 0.0% 152 -261 -0.99% Q4 2025 Jan 23, 2026
Amova Asset Management Americas, Inc. History Reduced 26,133 627 0.01% 0.01% 153 -261 -0.99% Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History Added to 26,057 626 0.01% 0.01% 154 +28 0.11% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 25,900 622 0.0% 155 +25,900 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 23,325 619 0.0% 0.0% 156 +1,313 5.96% Q4 2025 Jan 08, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 25,176 605 0.0% 0.01% 157 -3,013 -10.69% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 24,701 593 0.0% 0.0% 158 -819 -3.21% Q4 2025 Feb 10, 2026
Hennion & Walsh Asset Management, Inc. History No change 24,000 576 0.02% 0.02% 159 0 0.0% Q4 2025 Jan 14, 2026
Inspire Investing, LLC History Added to 23,622 567 0.05% 0.05% 160 +914 4.03% Q4 2025 Feb 17, 2026
Versor Investments LP History Added to 22,942 551 0.09% 0.09% 161 +3,815 19.95% Q4 2025 Feb 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 22,828 548 0.01% 0.01% 162 +300 1.33% Q4 2025 Feb 04, 2026
Tidal Investments LLC History Added to 21,448 515 0.0% 0.0% 163 +11,670 119.35% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 21,400 514 0.0% 0.0% 164 +1,100 5.42% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 20,509 492 0.0% 0.0% 165 +1,173 6.07% Q4 2025 Feb 11, 2026
Legacy Capital Group California, Inc. History Added to 20,198 485 0.12% 0.06% 166 +10,801 114.94% Q4 2025 Jan 28, 2026
CWM, LLC History Added to 19,973 480 0.0% 0.0% 167 +2,272 12.84% Q4 2025 Jan 26, 2026
CONNABLE OFFICE INC History Reduced 19,780 475 0.04% 0.05% 168 -798 -3.88% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Added to 19,560 470 0.0% 0.0% 169 +545 2.87% Q4 2025 Feb 18, 2026
Man Group plc History Added to 19,346 464 0.0% 0.0% 170 +1,516 8.5% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 19,222 461 0.0% 0.0% 171 +1,402 7.87% Q4 2025 Feb 06, 2026
DRW Securities, LLC History Added to 19,171 460 0.01% 0.01% 172 +3,728 24.14% Q4 2025 Feb 12, 2026
ALPS ADVISORS INC History Added to 18,960 455 0.0% 0.0% 173 +160 0.85% Q4 2025 Feb 12, 2026
Bleakley Financial Group, LLC History Added to 17,975 431 0.01% 0.01% 175 +2,074 13.04% Q4 2025 Feb 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 18,748 431 0.0% 0.0% 174 0 0.0% Q4 2025 Feb 11, 2026
Integrated Quantitative Investments LLC History New 17,715 425 0.09% 176 +17,715 New Q4 2025 Feb 12, 2026
Diversified Trust Co History No change 17,074 410 0.01% 0.01% 177 0 0.0% Q4 2025 Jan 09, 2026
Quantinno Capital Management LP History Added to 16,438 395 0.0% 0.0% 178 +1,618 10.92% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Added to 16,433 394 0.01% 0.01% 179 +2,519 18.1% Q4 2025 Feb 06, 2026
INCEPTIONR LLC History Reduced 15,595 374 0.1% 0.1% 180 -1,026 -6.17% Q4 2025 Feb 11, 2026
MACKENZIE FINANCIAL CORP History Added to 15,246 369 0.0% 0.0% 181 +1,275 9.13% Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Reduced 15,133 363 0.0% 0.0% 182 -98 -0.64% Q4 2025 Feb 12, 2026
GSA CAPITAL PARTNERS LLP History New 14,739 354 0.03% 183 +14,739 New Q4 2025 Feb 06, 2026
Maryland State Retirement & Pension System History Added to 14,545 349 0.01% 0.01% 184 +139 0.96% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 14,513 348 0.0% 0.0% 185 -226 -1.53% Q4 2025 Jan 15, 2026
CSM Advisors, LLC History Reduced 14,398 348 0.01% 0.01% 186 -57 -0.39% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 14,436 346 0.0% 0.0% 187 -7,352 -33.74% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 14,131 340 0.0% 0.0% 188 0 0.0% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 13,690 328 0.0% 0.0% 189 -834 -5.74% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Reduced 13,100 314 0.02% 0.03% 190 -4,666 -26.26% Q4 2025 Feb 09, 2026
Gallacher Capital Management LLC History Reduced 12,810 307 0.12% 0.13% 191 -26 -0.2% Q4 2025 Feb 03, 2026
Corient Private Wealth LLC History Added to 12,440 298 0.0% 0.0% 194 +2,085 20.14% Q4 2025 Mar 09, 2026
Cambridge Investment Research Advisors, Inc. History Added to 12,388 298 0.0% 0.0% 192 +367 3.05% Q4 2025 Feb 05, 2026
Lido Advisors, LLC History Added to 12,142 298 0.0% 0.0% 193 +335 2.84% Q4 2025 Feb 10, 2026
Pictet Asset Management Holding SA History No change 12,329 296 0.0% 0.0% 195 0 0.0% Q4 2025 Jan 29, 2026
Integrated Investment Consultants, LLC History Reduced 12,088 290 0.06% 0.05% 196 -5 -0.04% Q4 2025 Mar 03, 2026
HighTower Advisors, LLC History Reduced 11,523 276 0.0% 0.0% 197 -6,322 -35.43% Q4 2025 Feb 06, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 11,404 274 0.0% 0.0% 198 +179 1.59% Q4 2025 Feb 10, 2026
Round Rock Advisors LLC History No change 11,374 273 0.04% 0.04% 199 0 0.0% Q4 2025 Jan 27, 2026
State of Wyoming History Added to 11,299 271 0.03% 0.03% 200 +621 5.82% Q4 2025 Feb 11, 2026
Swiss Life Asset Management Ltd History New 11,179 268 0.0% 201 +11,179 New Q4 2025 Feb 04, 2026
Callan Family Office, LLC History New 11,050 265 0.01% 202 +11,050 New Q4 2025 Feb 12, 2026
GREAT LAKES ADVISORS, LLC History Reduced 10,987 264 0.0% 0.0% 203 -62 -0.56% Q4 2025 Feb 12, 2026
CHOREO, LLC History New 10,739 261 0.0% 204 +10,739 New Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 10,721 257 0.0% 0.0% 205 -4,747 -30.69% Q4 2025 Feb 06, 2026
Manatuck Hill Partners, LLC History Reduced 10,600 254 0.09% 0.33% 206 -29,400 -73.5% Q4 2025 Feb 17, 2026
MQS Management LLC History New 10,211 245 0.14% 207 +10,211 New Q4 2025 Feb 09, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 10,122 243 0.0% 0.01% 208 -203,087 -95.25% Q4 2025 Feb 17, 2026
Rathbones Group PLC History No change 10,000 240 0.0% 0.0% 209 0 0.0% Q4 2025 Feb 06, 2026
Tannin Capital LLC History New 9,964 239 0.21% 210 +9,964 New Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Reduced 9,936 238 0.0% 0.0% 212 -1,076 -9.77% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 9,930 238 0.0% 0.0% 211 -34 -0.34% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 9,865 237 0.0% 0.0% 213 -2,960 -23.08% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 9,534 229 0.0% 0.0% 214 -1,022 -9.68% Q4 2025 Feb 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 9,013 216 0.02% 215 +9,013 New Q4 2025 Feb 17, 2026
COMMERCE BANK History New 8,718 209 0.0% 216 +8,718 New Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History No change 7,855 188 0.01% 0.01% 217 0 0.0% Q4 2025 Feb 11, 2026
GLOBEFLEX CAPITAL L P History No change 7,283 175 0.03% 0.03% 218 0 0.0% Q4 2025 Feb 11, 2026
QUADRANT CAPITAL GROUP LLC History Added to 6,644 159 0.0% 0.0% 219 +4,847 269.73% Q4 2025 Feb 13, 2026
Central Pacific Bank - Trust Division History Reduced 5,974 143 0.02% 0.03% 220 -4,460 -42.74% Q4 2025 Jan 07, 2026
Smartleaf Asset Management LLC History Added to 5,078 123 0.0% 0.01% 221 +1,614 46.59% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 3,829 92 0.0% 0.0% 222 +324 9.24% Q4 2025 Jan 05, 2026
KBC Group NV History No change 3,726 90 0.0% 0.0% 223 0 0.0% Q4 2025 Jan 26, 2026
Aster Capital Management (DIFC) Ltd History New 3,325 79 0.03% 224 +3,325 New Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 3,237 77 0.0% 0.0% 225 +3,136 3104.95% Q4 2025 Feb 11, 2026
New Age Alpha Advisors, LLC History Reduced 3,221 77 0.0% 0.0% 226 -1,295 -28.68% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Added to 3,069 73 0.0% 0.0% 228 +2,296 297.02% Q4 2025 Mar 16, 2026
IFP Advisors, Inc History Added to 3,048 73 0.0% 0.0% 227 +140 4.81% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,281 55 0.0% 0.0% 229 +1,627 248.78% Q4 2025 Feb 09, 2026
BESSEMER GROUP INC History Added to 2,027 49 0.0% 0.0% 230 +75 3.84% Q4 2025 Feb 05, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 2,000 48 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,922 46 0.0% 232 +1,922 New Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 1,785 42 0.0% 0.0% 233 +295 19.8% Q4 2025 Jan 20, 2026
Tower Research Capital LLC (TRC) History Reduced 1,740 41 0.0% 0.0% 234 -189 -9.8% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 1,648 39 0.0% 0.0% 235 -24 -1.44% Q4 2025 Jan 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,487 35 0.0% 0.0% 236 +65 4.57% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Added to 1,395 33 0.0% 0.0% 237 +3 0.22% Q4 2025 Feb 03, 2026
EverSource Wealth Advisors, LLC History Reduced 1,212 29 0.0% 0.0% 239 -378 -23.77% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Added to 1,222 29 0.0% 0.0% 238 +268 28.09% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History No change 1,192 28 0.0% 0.0% 240 0 0.0% Q4 2025 Jan 08, 2026
Investors Research Corp History No change 1,100 26 0.0% 0.0% 241 0 0.0% Q4 2025 Jan 06, 2026
SouthState Bank Corp History No change 1,000 24 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History Reduced 843 22 0.0% 0.0% 243 -225 -21.07% Q4 2025 Jan 28, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 900 21 0.0% 0.0% 244 0 0.0% Q4 2025 Feb 10, 2026
CX Institutional History No change 870 21 0.0% 0.0% 245 0 0.0% Q4 2025 Feb 02, 2026
AdvisorNet Financial, Inc History Added to 827 19 0.0% 0.0% 246 +213 34.69% Q4 2025 Jan 20, 2026
UMB Bank, n.a. History Reduced 726 17 0.0% 0.0% 247 -5 -0.68% Q4 2025 Feb 13, 2026
Byrne Asset Management LLC History No change 625 15 0.01% 0.01% 248 0 0.0% Q4 2025 Jan 12, 2026
Spire Wealth Management History New 567 13 0.0% 249 +567 New Q4 2025 Jan 14, 2026
Farther Finance Advisors, LLC History Added to 564 13 0.0% 0.0% 250 +488 642.11% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History Added to 477 11 0.0% 0.0% 251 +1 0.21% Q4 2025 Feb 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 433 10 0.0% 254 +433 New Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Added to 429 10 0.0% 0.0% 252 +38 9.72% Q4 2025 Feb 02, 2026
MassMutual Private Wealth & Trust, FSB History No change 434 10 0.0% 0.0% 253 0 0.0% Q4 2025 Jan 07, 2026
Allworth Financial LP History New 387 9 0.0% 255 +387 New Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 375 9 0.0% 256 +375 New Q4 2025 Feb 03, 2026
CITY HOLDING CO History New 342 8 0.0% 257 +342 New Q4 2025 Jan 22, 2026
Larson Financial Group LLC History Added to 339 8 0.0% 0.0% 258 +6 1.8% Q4 2025 Feb 06, 2026
DV Trading LLC History New 300 7 0.0% 260 +300 New Q4 2025 Feb 17, 2026
Moisand Fitzgerald Tamayo, LLC History No change 299 7 0.0% 0.0% 259 0 0.0% Q4 2025 Jan 14, 2026
Bank of Jackson Hole Trust History New 284 6 0.0% 265 +284 New Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History New 261 6 0.0% 263 +261 New Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 250 6 0.0% 0.0% 261 +35 16.28% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Added to 270 6 0.0% 0.0% 264 +20 8.0% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 291 6 0.0% 0.0% 262 +6 2.11% Q4 2025 Feb 17, 2026
Kemnay Advisory Services Inc. History New 211 5 0.0% 266 +211 New Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 200 4 0.0% 267 +200 New Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 11,700 3 0.0% 0.01% 269 -2,940 -20.08% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History New 150 3 0.0% 268 +150 New Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History New 140 3 0.0% 271 +140 New Q4 2025 Jan 21, 2026
Pacer Advisors, Inc. History Added to 146 3 0.0% 0.0% 270 +24 19.67% Q4 2025 Feb 24, 2026
Private Wealth Management Group, LLC History No change 136 3 0.0% 0.0% 272 0 0.0% Q4 2025 Jan 23, 2026
STRS OHIO History No change 100 2 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 02, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 105 2 0.0% 0.0% 274 0 0.0% Q4 2025 Jan 14, 2026
Parkside Financial Bank & Trust History No change 115 2 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History No change 119 2 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 20, 2026
Neo Ivy Capital Management History Reduced 64 1 0.0% 0.05% 282 -8,308 -99.24% Q4 2025 Feb 13, 2026
Quarry LP History Reduced 56 1 0.0% 0.01% 286 -1,173 -95.44% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Reduced 56 1 0.0% 0.0% 283 -373 -86.95% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 59 1 0.0% 0.0% 277 -173 -74.57% Q4 2025 Feb 10, 2026
Godfrey Financial Associates, Inc. History New 72 1 0.0% 290 +72 New Q4 2025 Feb 10, 2026
Keating Financial Advisory Services, Inc. History New 69 1 0.0% 291 +69 New Q4 2025 Feb 09, 2026
JFS WEALTH ADVISORS, LLC History Added to 71 1 0.0% 0.0% 281 +24 51.06% Q4 2025 Jan 14, 2026
CIBC Private Wealth Group LLC History Added to 68 1 0.0% 0.0% 279 +23 51.11% Q4 2025 Feb 12, 2026
Fortitude Family Office, LLC History Reduced 52 1 0.0% 0.0% 285 -8 -13.33% Q4 2025 Jan 15, 2026
Covestor Ltd History Reduced 47 1 0.0% 0.0% 284 -7 -12.96% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 65 1 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 03, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 49 1 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 11, 2026
Wealth Preservation Advisors, LLC History No change 50 1 0.0% 0.0% 287 0 0.0% Q4 2025 Feb 23, 2026
Westfuller Advisors, LLC History No change 49 1 0.0% 0.0% 288 0 0.0% Q4 2025 Jan 21, 2026
Hughes Financial Services, LLC History No change 54 1 0.0% 0.0% 289 0 0.0% Q4 2025 Feb 11, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.23% -226,802 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.03% -125,279 -100.0% Q3 2025 Nov 13, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.09% -46,616 -100.0% Q3 2025 Oct 28, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.15% -38,023 -100.0% Q3 2025 Nov 12, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.1% -18,887 -100.0% Q3 2025 Nov 14, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.08% -18,457 -100.0% Q3 2025 Nov 13, 2025
ARISTEIA CAPITAL, L.L.C. History Closed out 0 0 0.01% -16,061 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.05% -12,539 -100.0% Q3 2025 Nov 14, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.09% -11,819 -100.0% Q3 2025 Nov 14, 2025
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Nov 13, 2025
R Squared Ltd History Closed out 0 0 0.1% -9,259 -100.0% Q3 2025 Nov 12, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -8,980 -100.0% Q3 2025 Oct 22, 2025
Inspire Advisors, LLC History Closed out 0 0 0.02% -8,846 -100.0% Q3 2025 Oct 29, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.01% -8,127 -100.0% Q3 2025 Nov 17, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -8,100 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -216 -100.0% Q3 2025 Nov 14, 2025
MAI Capital Management History Closed out 0 0 0.0% -195 -100.0% Q3 2025 Nov 10, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -72 -100.0% Q3 2025 Nov 12, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -58 -100.0% Q3 2025 Nov 10, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Oct 07, 2025
Clearstead Advisors, LLC History Reduced 14 0 0.0% -49 -77.78% Q4 2025 Feb 09, 2026
MCGUIRE CAPITAL ADVISORS INC History New 37 0 +37 New Q4 2025 Feb 19, 2026
Bell Investment Advisors, Inc History Closed out 0 0 -36 -100.0% Q3 2025 Nov 21, 2025
ASSETMARK, INC History New 34 0 +34 New Q4 2025 Jan 23, 2026
Ankerstar Wealth, LLC History New 25 0 +25 New Q4 2025 Feb 12, 2026
OPTIMA CAPITAL LLC History New 22 0 +22 New Q4 2025 Jan 23, 2026
TD Capital Management LLC History New 20 0 +20 New Q4 2025 Feb 26, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 -20 -100.0% Q3 2025 Nov 04, 2025
Annis Gardner Whiting Capital Advisors, LLC History Reduced 36 0 0.0% -19 -34.55% Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Closed out 0 0 -11 -100.0% Q3 2025 Nov 18, 2025
SJS Investment Consulting Inc. History Added to 19 0 +9 90.0% Q4 2025 Jan 21, 2026
Cloud Capital Management, LLC History Closed out 0 0 -9 -100.0% Q3 2025 Nov 03, 2025
GILPIN WEALTH MANAGEMENT, LLC History New 8 0 +8 New Q4 2025 Feb 11, 2026
Transamerica Financial Advisors, LLC History New 5 0 +5 New Q4 2025 Feb 13, 2026
JPL Wealth Management, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 14, 2025
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History Reduced 30 0 -2 -6.25% Q4 2025 Jan 12, 2026
True Wealth Design, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Oct 21, 2025
Bay Harbor Wealth Management, LLC History Reduced 8 0 -1 -11.11% Q4 2025 Feb 02, 2026
Cornerstone Planning Group LLC History New 1 0 +1 New Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History No change 23 0 0 0.0% Q4 2025 Feb 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 29 0 0 0.0% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History No change 34 0 0 0.0% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History No change 31 0 0 0.0% Q4 2025 Jan 12, 2026
Abound Wealth Management History No change 6 0 0 0.0% Q4 2025 Jan 12, 2026
DiNuzzo Private Wealth, Inc. History No change 10 0 0 0.0% Q4 2025 Jan 16, 2026
Kilter Group LLC History No change 29 0 0 0.0% Q4 2025 Feb 13, 2026
HFM Investment Advisors, LLC History No change 7 0 0 0.0% Q4 2025 Feb 05, 2026