OR Royalties Inc. - OR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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
EdgePoint Investment Group Inc. History Reduced 21,542,629 763,122 6.27% 7.08% 1 -2,093,739 -8.86% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Reduced 12,265,520 434,081 0.36% 0.58% 2 -3,295,537 -21.18% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 10,925,630 386,659 0.04% 0.05% 3 -27,858 -0.25% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 7,847,015 277,964 0.0% 0.0% 4 +167,970 2.19% Q4 2025 Jan 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 7,319,831 259,631 0.39% 0.48% 5 -223,836 -2.97% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 4,834,084 171,184 0.1% 0.12% 6 -75,324 -1.53% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 4,753,604 168,387 0.01% 0.01% 7 -1,985,075 -29.46% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 3,296,330 118,340 0.14% 0.19% 8 -557,304 -14.46% Q4 2025 Feb 18, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 3,160,518 112,113 0.87% 1.12% 9 +50,882 1.64% Q4 2025 Feb 11, 2026
Elliott Investment Management L.P. History Added to 3,111,000 110,098 0.49% 0.38% 10 +930,849 42.7% Q4 2025 Feb 18, 2026
Tidal Investments LLC History Added to 2,944,154 104,193 0.25% 0.19% 11 +596,394 25.4% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 2,665,250 94,323 0.02% 12 +2,665,250 New Q4 2025 Feb 17, 2026
NORGES BANK History New 2,501,068 88,597 0.01% 13 +2,501,068 New Q4 2025 Feb 10, 2026
SPROTT INC. History Reduced 2,394,407 84,809 2.86% 4.01% 14 -465,731 -16.28% Q4 2025 Feb 12, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 2,383,537 84,543 0.14% 0.34% 15 -2,383,537 -50.0% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 2,087,438 73,933 0.19% 0.24% 16 +199,638 10.58% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 2,081,761 73,743 0.03% 0.02% 17 +819,930 64.98% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 1,930,114 68,306 0.01% 0.0% 18 +1,580,722 452.42% Q4 2025 Feb 17, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 1,815,024 64,233 0.87% 0.89% 19 -8,626 -0.47% Q4 2025 Feb 11, 2026
Invesco Ltd. History Reduced 1,441,014 50,997 0.01% 0.01% 20 -102,352 -6.63% Q4 2025 Feb 19, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,339,924 47,419 0.07% 0.04% 21 +650,573 94.37% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,327,678 47,061 0.02% 0.02% 22 +209,868 18.77% Q4 2025 Feb 02, 2026
MORGAN STANLEY History Added to 1,175,913 41,615 0.0% 0.0% 23 +719,323 157.54% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Added to 1,173,769 41,539 0.08% 0.08% 24 +159,365 15.71% Q4 2025 Feb 17, 2026
Amundi History Reduced 1,061,869 37,579 0.01% 0.01% 25 -65,706 -5.83% Q4 2025 Feb 17, 2026
Euro Pacific Asset Management, LLC History Added to 1,028,079 36,088 4.01% 4.88% 26 +7,579 0.74% Q4 2025 Jan 21, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 992,679 35,130 0.01% 0.01% 27 -35,509 -3.45% Q4 2025 Jan 22, 2026
Qube Research & Technologies Ltd History Added to 951,206 33,663 0.03% 0.01% 28 +718,885 309.44% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 889,926 31,550 0.03% 0.04% 29 -213,375 -19.34% Q4 2025 Feb 10, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History Reduced 877,209 31,074 2.13% 2.41% 30 -132,900 -13.16% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 843,297 29,844 0.0% 0.0% 31 +503,014 147.82% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 733,600 25,962 0.0% 0.0% 32 -384,895 -34.41% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 712,708 25,222 0.0% 0.01% 33 -529,768 -42.64% Q4 2025 Mar 25, 2026
Verbena Value LP History New 698,900 24,734 4.26% 34 +698,900 New Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History New 650,649 23,028 0.01% 35 +650,649 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 612,181 21,727 0.02% 36 +612,181 New Q4 2025 Feb 13, 2026
T. Rowe Price Investment Management, Inc. History Reduced 609,270 21,563 0.01% 0.23% 37 -8,888,509 -93.59% Q4 2025 Feb 19, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 535,918 18,966 0.0% 0.0% 38 +106,978 24.94% Q4 2025 Feb 12, 2026
Man Group plc History Added to 491,484 17,393 0.03% 0.01% 39 +350,619 248.9% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 490,644 17,363 0.0% 0.0% 40 +365,747 292.84% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Reduced 484,933 17,161 0.07% 0.1% 41 -147,772 -23.36% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 435,397 15,443 0.0% 0.0% 42 +9,723 2.28% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 420,602 14,885 0.02% 0.03% 43 -160,100 -27.57% Q4 2025 Feb 12, 2026
Twin Tree Management, LP History Added to 412,293 14,591 0.13% 0.05% 44 +129,818 45.96% Q4 2025 Feb 11, 2026
CWA Asset Management Group, LLC History Added to 408,918 14,471 0.52% 0.57% 45 +27,171 7.12% Q4 2025 Jan 07, 2026
Federation des caisses Desjardins du Quebec History Reduced 406,221 14,362 0.05% 0.08% 46 -100,668 -19.86% Q4 2025 Feb 12, 2026
MANNING & NAPIER ADVISORS LLC History Added to 389,844 13,814 0.18% 0.19% 47 +15,730 4.2% Q4 2025 Feb 03, 2026
Swiss National Bank History Added to 372,630 13,226 0.01% 0.01% 48 +6,000 1.64% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Added to 360,911 12,787 0.02% 0.02% 49 +58,369 19.29% Q4 2025 Feb 10, 2026
Fiera Capital Corp History Reduced 349,922 12,399 0.04% 0.05% 50 -33,071 -8.63% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 346,499 12,262 0.0% 0.0% 51 -196,807 -36.22% Q4 2025 Jan 29, 2026
U S GLOBAL INVESTORS INC History Reduced 343,245 12,147 1.3% 4.21% 52 -587,831 -63.13% Q4 2025 Jan 28, 2026
Nuveen, LLC History Added to 339,174 12,030 0.0% 0.0% 53 +199,230 142.36% Q4 2025 Feb 12, 2026
Allspring Global Investments Holdings, LLC History No change 283,500 10,042 0.02% 0.02% 54 0 0.0% Q4 2025 Jan 15, 2026
Lane Generational LLC History Reduced 258,272 9,140 8.28% 8.63% 55 -1,021 -0.39% Q4 2025 Feb 12, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Reduced 248,000 8,776 0.82% 1.22% 56 -40,000 -13.89% Q4 2025 Feb 06, 2026
CIBC Asset Management Inc History Reduced 243,542 8,632 0.02% 0.03% 57 -7,148 -2.85% Q4 2025 Feb 10, 2026
Cannell & Spears LLC History No change 243,713 8,625 0.16% 0.18% 58 0 0.0% Q4 2025 Feb 17, 2026
GLOBAL STRATEGIC MANAGEMENT INC History New 225,992 8,041 6.7% 59 +225,992 New Q4 2025 Feb 13, 2026
Caption Management, LLC History New 226,800 8,026 0.06% 60 +226,800 New Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Reduced 199,060 7,892 0.03% 0.05% 61 -140,000 -41.29% Q4 2025 Feb 18, 2026
TD Waterhouse Canada Inc. History Added to 222,958 7,878 0.05% 0.06% 62 +74 0.03% Q4 2025 Jan 27, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 219,271 7,778 1.55% 2.56% 63 -73,600 -25.13% Q4 2025 Jan 16, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 219,686 7,774 0.0% 0.01% 64 -159,131 -42.01% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 209,519 7,272 0.01% 0.01% 65 +41,982 25.06% Q4 2025 Feb 17, 2026
Yaupon Capital Management LP History Added to 205,228 7,269 0.26% 0.3% 66 +10,809 5.56% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Added to 199,039 7,043 0.01% 0.0% 67 +46,036 30.09% Q4 2025 Feb 11, 2026
Extract Advisors LLC History New 195,657 6,929 1.8% 68 +195,657 New Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 187,551 6,648 0.01% 0.01% 69 +23,646 14.43% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 185,905 6,593 0.0% 0.0% 70 -6,300 -3.28% Q4 2025 Feb 09, 2026
GABELLI FUNDS LLC History New 184,319 6,523 0.04% 71 +184,319 New Q4 2025 Feb 05, 2026
TORONTO DOMINION BANK History Added to 182,203 6,454 0.01% 0.01% 72 +60,491 49.7% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 173,218 6,136 0.0% 0.0% 73 +21,982 14.53% Q4 2025 Feb 17, 2026
BARD ASSOCIATES INC History Reduced 165,965 5,873 1.51% 1.89% 74 -11,646 -6.56% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 142,261 5,034 0.0% 0.0% 75 +30,122 26.86% Q4 2025 Feb 11, 2026
Schonfeld Strategic Advisors LLC History New 138,702 4,908 0.02% 76 +138,702 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 138,437 4,899 0.0% 0.0% 77 +11,284 8.87% Q4 2025 Feb 18, 2026
SCOTIA CAPITAL INC. History Added to 137,685 4,865 0.02% 0.02% 78 +8,508 6.59% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History New 133,496 4,724 0.01% 79 +133,496 New Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 130,575 4,722 0.0% 0.0% 80 +18,308 16.31% Q4 2025 Feb 09, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 129,514 4,599 0.07% 0.08% 81 +2,257 1.77% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Reduced 128,391 4,543 0.03% 0.04% 82 -3,018 -2.3% Q4 2025 Feb 17, 2026
SIG North Trading, ULC History Added to 121,697 4,306 0.08% 0.03% 83 +85,202 233.46% Q4 2025 Feb 17, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 115,728 4,095 0.23% 0.29% 84 -16,012 -12.15% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 110,703 3,918 0.01% 0.01% 85 -9,402 -7.83% Q4 2025 Feb 05, 2026
Polar Asset Management Partners Inc. History New 110,000 3,897 0.05% 86 +110,000 New Q4 2025 Feb 17, 2026
C WorldWide Group Holding A/S History No change 104,974 3,715 0.06% 0.06% 87 0 0.0% Q4 2025 Feb 04, 2026
PRUDENTIAL FINANCIAL INC History Added to 103,300 3,664 0.0% 0.0% 88 +5,900 6.06% Q4 2025 Feb 13, 2026
Anson Funds Management LP History Added to 100,000 3,542 0.33% 0.18% 89 +50,000 100.0% Q4 2025 Feb 17, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 99,971 3,541 0.02% 0.03% 90 -9,696 -8.84% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 96,706 3,422 0.0% 0.0% 91 +6,576 7.3% Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History Added to 90,643 3,207 0.02% 0.01% 92 +24,538 37.12% Q4 2025 Feb 12, 2026
Groupe la Francaise History Reduced 90,000 3,187 0.04% 0.05% 93 -3,200 -3.43% Q4 2025 Feb 12, 2026
Boston Partners History New 63,524 3,088 0.0% 94 +63,524 New Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 84,597 2,993 0.0% 0.0% 95 +5,079 6.39% Q4 2025 Feb 06, 2026
Jump Financial, LLC History New 80,771 2,858 0.04% 96 +80,771 New Q4 2025 Feb 17, 2026
McAlvany Wealth Management LLC History New 77,536 2,743 2.1% 97 +77,536 New Q4 2025 Mar 25, 2026
Trexquant Investment LP History New 76,877 2,720 0.02% 98 +76,877 New Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 72,100 2,554 0.0% 99 +72,100 New Q4 2025 Feb 17, 2026
Genus Capital Management Inc. History Reduced 71,330 2,530 0.29% 0.49% 100 -33,780 -32.14% Q4 2025 Feb 09, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 70,925 2,512 0.01% 0.0% 101 +56,873 404.73% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 69,116 2,451 0.02% 0.02% 102 +1,949 2.9% Q4 2025 Feb 13, 2026
Parvin Asset Management, LLC History Reduced 68,750 2,433 1.93% 2.93% 103 -14,900 -17.81% Q4 2025 Feb 17, 2026
PKO Investment Management Joint-Stock Co History Added to 64,800 2,299 0.18% 0.2% 104 +5,000 8.36% Q4 2025 Feb 02, 2026
Neuberger Berman Group LLC History Added to 63,942 2,267 0.0% 0.0% 105 +49,360 338.5% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 63,916 2,261 0.05% 106 +63,916 New Q4 2025 Feb 13, 2026
Independent Advisor Alliance History New 60,661 2,146 0.05% 107 +60,661 New Q4 2025 Feb 04, 2026
Meixler Investment Management, Ltd. History Reduced 56,701 2,006 1.22% 1.53% 108 -5,779 -9.25% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 55,256 1,955 0.0% 0.0% 109 +1,941 3.64% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History No change 55,100 1,953 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 54,255 1,920 0.0% 111 +54,255 New Q4 2025 Feb 17, 2026
Weiss Asset Management LP History New 51,720 1,830 0.03% 112 +51,720 New Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 50,524 1,792 0.0% 0.01% 113 -19,407 -27.75% Q4 2025 Jan 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 49,483 1,755 0.01% 0.01% 114 +2,680 5.73% Q4 2025 Feb 17, 2026
Addenda Capital Inc. History Reduced 35,444 1,725 0.05% 0.07% 115 -4,918 -12.18% Q4 2025 Jan 22, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 48,589 1,719 0.0% 116 +48,589 New Q4 2025 Feb 17, 2026
Quantbot Technologies LP History New 45,565 1,612 0.05% 117 +45,565 New Q4 2025 Feb 10, 2026
BlackRock, Inc. History Added to 45,482 1,609 0.0% 0.0% 118 +6,091 15.46% Q4 2025 Feb 12, 2026
NAVELLIER & ASSOCIATES INC History Added to 44,902 1,589 0.18% 0.15% 119 +8,695 24.01% Q4 2025 Feb 03, 2026
FIRST TRUST ADVISORS LP History New 42,301 1,498 0.0% 120 +42,301 New Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 40,183 1,422 0.01% 0.02% 121 -317 -0.78% Q4 2025 Feb 05, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Reduced 39,695 1,408 0.14% 0.16% 122 -37 -0.09% Q4 2025 Feb 17, 2026
FCA CORP /TX History Reduced 39,317 1,391 0.39% 0.49% 123 -4,511 -10.29% Q4 2025 Feb 11, 2026
Brevan Howard Capital Management LP History New 38,246 1,353 0.01% 124 +38,246 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 36,423 1,289 0.0% 0.0% 125 +7,266 24.92% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Added to 34,459 1,222 0.0% 0.0% 126 +2,303 7.16% Q4 2025 Jan 29, 2026
LPL Financial LLC History Added to 31,395 1,111 0.0% 0.0% 127 +4,633 17.31% Q4 2025 Feb 11, 2026
Walleye Capital LLC History Added to 30,450 1,077 0.0% 0.0% 128 +6,331 26.25% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 30,000 1,061 0.0% 129 +30,000 New Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Reduced 28,637 1,013 0.01% 0.02% 130 -176 -0.61% Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Reduced 28,481 1,007 0.0% 0.01% 131 -395,014 -93.27% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 27,231 963 0.0% 0.0% 132 0 0.0% Q4 2025 Feb 17, 2026
OXFORD ASSET MANAGEMENT LLP History Added to 26,977 954 0.39% 2.54% 133 +13,724 103.55% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 25,992 919 0.04% 0.05% 134 +1,030 4.13% Q4 2025 Jan 26, 2026
B. Riley Wealth Advisors, Inc. History Added to 24,941 882 0.04% 0.05% 135 +507 2.07% Q4 2025 Feb 17, 2026
PCJ Investment Counsel Ltd. History Reduced 24,890 880 0.22% 0.95% 136 -60,010 -70.68% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 24,663 872 0.0% 0.0% 137 +116 0.47% Q4 2025 Feb 13, 2026
Principle Wealth Partners LLC History Reduced 24,516 867 0.05% 0.06% 138 -30 -0.12% Q4 2025 Feb 06, 2026
Northwest & Ethical Investments L.P. History Added to 24,021 850 0.02% 0.02% 139 +8,100 50.88% Q4 2025 Feb 17, 2026
Dana Investment Advisors, Inc. History New 23,925 846 0.02% 140 +23,925 New Q4 2025 Feb 05, 2026
Vident Advisory, LLC History Reduced 23,868 844 0.01% 0.02% 141 -40,046 -62.66% Q4 2025 Feb 18, 2026
ExodusPoint Capital Management, LP History New 23,527 832 0.01% 142 +23,527 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 23,502 831 0.02% 143 +23,502 New Q4 2025 Feb 17, 2026
Investment Management Corp of Ontario History Added to 23,044 815 0.01% 0.0% 144 +16,130 233.29% Q4 2025 Feb 17, 2026
Claret Asset Management Corp History No change 22,867 810 0.09% 0.11% 145 0 0.0% Q4 2025 Feb 11, 2026
Campbell & CO Investment Adviser LLC History Added to 22,854 808 0.04% 0.02% 146 +15,045 192.66% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 20,124 713 0.0% 0.0% 147 +2,240 12.53% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 19,736 698 0.0% 0.0% 148 +1,561 8.59% Q4 2025 Feb 12, 2026
SeaBridge Investment Advisors LLC History Added to 19,389 686 0.11% 0.11% 149 +1,712 9.68% Q4 2025 Jan 26, 2026
PROFUND ADVISORS LLC History Reduced 19,332 684 0.02% 0.03% 150 -3,883 -16.73% Q4 2025 Feb 06, 2026
Regal Partners Ltd History No change 19,000 672 0.04% 0.05% 151 0 0.0% Q4 2025 Feb 18, 2026
JANUS HENDERSON GROUP PLC History Reduced 17,965 641 0.0% 0.0% 152 -6,682 -27.11% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 17,712 626 0.01% 0.01% 153 +1,241 7.53% Q4 2025 Feb 13, 2026
Synergy Asset Management, LLC History Reduced 17,617 623 0.06% 0.06% 154 -35,234 -66.67% Q4 2025 Jan 13, 2026
DEUTSCHE BANK AG\ History Reduced 15,251 539 0.0% 0.0% 155 -1,223 -7.42% Q4 2025 Feb 11, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 14,550 523 0.23% 0.12% 156 +7,665 111.33% Q4 2025 Feb 17, 2026
Creekside Partners History No change 14,700 520 0.22% 0.26% 157 0 0.0% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History No change 13,950 493 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 09, 2026
Versor Investments LP History New 13,700 485 0.08% 159 +13,700 New Q4 2025 Feb 04, 2026
Hara Capital LLC History Reduced 13,095 463 0.26% 0.31% 160 -30 -0.23% Q4 2025 Jan 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 12,706 449 0.01% 161 +12,706 New Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History New 11,652 412 0.1% 162 +11,652 New Q4 2025 Mar 03, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 11,611 410 0.0% 0.0% 163 +39 0.34% Q4 2025 Feb 10, 2026
Engineers Gate Manager LP History New 11,230 397 0.0% 164 +11,230 New Q4 2025 Feb 17, 2026
INGALLS & SNYDER LLC History Reduced 11,050 391 0.01% 0.02% 165 -1,535 -12.2% Q4 2025 Feb 13, 2026
TERRIL BROTHERS, INC. History No change 10,600 375 0.1% 0.13% 166 0 0.0% Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History Added to 10,472 370 0.0% 0.0% 167 +176 1.71% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 10,334 365 0.0% 0.0% 168 +6,024 139.77% Q4 2025 Jan 23, 2026
PINNACLE ASSOCIATES LTD History Reduced 8,968 317 0.0% 0.01% 169 -5,168 -36.56% Q4 2025 Feb 05, 2026
Swiss Life Asset Management Ltd History New 8,851 313 0.0% 170 +8,851 New Q4 2025 Feb 04, 2026
RHUMBLINE ADVISERS History Reduced 7,886 279 0.0% 0.0% 171 -1,517 -16.13% Q4 2025 Feb 13, 2026
VIRTUS ADVISERS, LLC History No change 7,720 273 0.13% 0.17% 172 0 0.0% Q4 2025 Feb 13, 2026
Employees Retirement System of Texas History No change 7,215 255 0.0% 0.0% 173 0 0.0% Q4 2025 Feb 09, 2026
Creative Planning History Reduced 6,664 235 0.0% 0.0% 174 -163 -2.39% Q4 2025 Feb 17, 2026
New England Professional Planning Group Inc. History New 6,468 228 0.1% 175 +6,468 New Q4 2025 Jan 14, 2026
Centiva Capital, LP History New 6,398 226 0.0% 176 +6,398 New Q4 2025 Feb 13, 2026
Linden Thomas Advisory Services, LLC History Added to 6,254 221 0.02% 0.02% 177 +249 4.15% Q4 2025 Jan 16, 2026
BENJAMIN EDWARDS INC History Reduced 6,096 216 0.0% 0.0% 178 -1,043 -14.61% Q4 2025 Feb 02, 2026
Corundum Trust Company, INC History No change 6,000 212 0.48% 0.52% 179 0 0.0% Q4 2025 Jan 20, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 5,981 211 0.02% 0.02% 180 -1,666 -21.79% Q4 2025 Feb 17, 2026
Olympiad Research LP History Reduced 5,981 211 0.56% 0.43% 181 -1,666 -21.79% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 5,901 209 0.0% 0.0% 182 +346 6.23% Q4 2025 Feb 13, 2026
Smith Salley Wealth Management History No change 5,700 201 0.01% 0.01% 183 0 0.0% Q4 2025 Jan 27, 2026
US BANCORP \DE\ History Reduced 5,302 187 0.0% 0.0% 184 -5,745 -52.01% Q4 2025 Jan 30, 2026
CITIGROUP INC History Reduced 4,550 161 0.0% 0.0% 185 -3,025 -39.93% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Added to 3,742 132 0.0% 0.0% 186 +3,048 439.19% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 3,625 128 0.0% 0.0% 187 -1,132 -23.8% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History No change 3,150 111 0.0% 0.0% 188 0 0.0% Q4 2025 Mar 16, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,463 87 0.0% 0.0% 189 +62 2.58% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History No change 2,358 83 0.0% 0.0% 190 0 0.0% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 2,330 82 0.0% 0.0% 191 +225 10.69% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 2,305 81 0.0% 192 +2,305 New Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,151 76 0.0% 0.0% 193 +151 7.55% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History No change 1,800 63 0.0% 0.0% 194 0 0.0% Q4 2025 Feb 12, 2026
Aviso Financial Inc. History No change 1,684 59 0.0% 0.0% 195 0 0.0% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 1,510 53 0.0% 0.0% 196 -30 -1.95% Q4 2025 Feb 03, 2026
Penserra Capital Management LLC History New 1,488 52 0.0% 197 +1,488 New Q4 2025 Feb 12, 2026
Caitlin John, LLC History Reduced 1,440 50 0.03% 0.05% 198 -510 -26.15% Q4 2025 Feb 18, 2026
ASSETMARK, INC History New 1,022 36 0.0% 199 +1,022 New Q4 2025 Jan 23, 2026
Atlantic Edge Private Wealth Management, LLC History No change 900 31 0.01% 0.01% 200 0 0.0% Q4 2025 Jan 27, 2026
Motiv8 Investments LLC History New 35,000 28 0.02% 202 +35,000 New Q4 2025 Feb 13, 2026
FIL Ltd History New 818 28 0.0% 201 +818 New Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Reduced 756 26 0.0% 0.0% 203 -327 -30.19% Q4 2025 Jan 13, 2026
Sound Income Strategies, LLC History Added to 622 25 0.0% 0.0% 204 +192 44.65% Q4 2025 Jan 21, 2026
City State Bank History No change 575 20 0.01% 0.01% 205 0 0.0% Q4 2025 Jan 28, 2026
NBC SECURITIES, INC. History No change 500 17 0.0% 0.0% 206 0 0.0% Q4 2025 Jan 29, 2026
Arax Advisory Partners History No change 500 17 0.0% 0.0% 207 0 0.0% Q4 2025 Feb 13, 2026
Decker Retirement Planning Inc. History New 355 12 0.01% 208 +355 New Q4 2025 Jan 26, 2026
MCGUIRE CAPITAL ADVISORS INC History New 350 12 0.01% 209 +350 New Q4 2025 Feb 19, 2026
Quarry LP History New 301 10 0.0% 210 +301 New Q4 2025 Feb 13, 2026
Aventura Private Wealth, LLC History New 300 10 0.0% 211 +300 New Q4 2025 Jan 07, 2026
TSFG, LLC History New 225 8 0.0% 214 +225 New Q4 2025 Feb 04, 2026
AdvisorNet Financial, Inc History No change 250 8 0.0% 0.0% 212 0 0.0% Q4 2025 Jan 20, 2026
CWM, LLC History No change 225 8 0.0% 0.0% 213 0 0.0% Q4 2025 Jan 26, 2026
Oakworth Capital, Inc. History Reduced 200 7 0.0% 0.0% 215 -50 -20.0% Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History No change 170 6 0.0% 0.0% 216 0 0.0% Q4 2025 Feb 20, 2026
IFP Advisors, Inc History Reduced 143 5 0.0% 0.0% 218 -215 -60.06% Q4 2025 Feb 06, 2026
Ancora Advisors LLC History New 142 5 0.0% 217 +142 New Q4 2025 Feb 17, 2026
DV Trading LLC History New 100 3 0.0% 220 +100 New Q4 2025 Feb 17, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 100 3 0.0% 0.0% 219 0 0.0% Q4 2025 Jan 30, 2026
Bell Investment Advisors, Inc History No change 91 3 0.0% 0.0% 221 0 0.0% Q4 2025 Feb 24, 2026
Bank & Trust Co History No change 109 3 0.0% 0.0% 222 0 0.0% Q4 2025 Jan 13, 2026
Ramirez Asset Management, Inc. History New 56 1 0.0% 225 +56 New Q4 2025 Feb 11, 2026
SWAN Capital LLC History New 40 1 0.0% 224 +40 New Q4 2025 Feb 12, 2026
TOTH FINANCIAL ADVISORY CORP History No change 50 1 0.0% 0.0% 223 0 0.0% Q4 2025 Jan 20, 2026
MONTRUSCO BOLTON INVESTMENTS INC. History Closed out 0 0 0.16% -332,958 -100.0% Q3 2025 Nov 12, 2025
DJE Kapital AG History Closed out 0 0 0.06% -93,900 -100.0% Q3 2025 Oct 30, 2025
Acuitas Investments, LLC History Closed out 0 0 2.38% -92,707 -100.0% Q3 2025 Nov 18, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.15% -88,815 -100.0% Q3 2025 Nov 14, 2025
INTACT INVESTMENT MANAGEMENT INC. History Closed out 0 0 0.1% -86,100 -100.0% Q3 2025 Oct 31, 2025
WINTON GROUP Ltd History Closed out 0 0 0.09% -61,319 -100.0% Q3 2025 Nov 13, 2025
Precision Wealth Strategies, LLC History Closed out 0 0 0.56% -43,216 -100.0% Q3 2025 Oct 16, 2025
PEAK6 LLC History Closed out 0 0 0.0% -37,400 -100.0% Q3 2025 Mar 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 0.01% -22,672 -100.0% Q3 2025 Nov 13, 2025
Hillsdale Investment Management Inc. History Closed out 0 0 0.02% -16,480 -100.0% Q3 2025 Nov 10, 2025
Compound Planning, Inc. History Closed out 0 0 0.02% -14,816 -100.0% Q3 2025 Nov 10, 2025
Newbridge Financial Services Group, Inc. History Closed out 0 0 0.09% -14,756 -100.0% Q3 2025 Nov 13, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.0% -11,550 -100.0% Q3 2025 Nov 14, 2025
State of Wyoming History Closed out 0 0 0.05% -10,809 -100.0% Q3 2025 Nov 04, 2025
Vermillion Wealth Management, Inc. History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Oct 23, 2025
Lighthouse Investment Partners, LLC History Closed out 0 0 0.01% -8,156 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -7,800 -100.0% Q3 2025 Nov 14, 2025
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -6,611 -100.0% Q3 2025 Nov 13, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -5,689 -100.0% Q3 2025 Nov 05, 2025
Moors & Cabot, Inc. History Closed out 0 0 0.01% -5,500 -100.0% Q3 2025 Nov 14, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 0.01% -5,408 -100.0% Q3 2025 Nov 14, 2025
Merit Financial Group, LLC History Closed out 0 0 0.0% -5,365 -100.0% Q3 2025 Nov 07, 2025
EAGLE GLOBAL ADVISORS LLC History Closed out 0 0 0.01% -5,150 -100.0% Q3 2025 Oct 28, 2025
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -1,896 -100.0% Q3 2025 Nov 12, 2025
Plato Investment Management Ltd History Closed out 0 0 0.0% -958 -100.0% Q3 2025 Nov 05, 2025
Global Retirement Partners, LLC History Closed out 0 0 0.0% -700 -100.0% Q3 2025 Oct 21, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 11 0 +11 New Q4 2025 Feb 10, 2026