PEGASYSTEMS INC - PEGA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Reduced 10,959,704 654,513 0.01% 0.01% 1 -312,655 -2.77% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 8,977,984 536,165 0.01% 0.01% 2 -51,001 -0.56% Q4 2025 Feb 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 4,928,146 294,308 0.09% 0.09% 3 -59,145 -1.19% Q4 2025 Jan 22, 2026
Invesco Ltd. History Added to 3,127,771 186,790 0.03% 0.02% 4 +402,763 14.78% Q4 2025 Feb 19, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 2,800,493 167,245 0.09% 0.13% 5 -591,308 -17.43% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 2,753,627 164,446 0.01% 0.01% 6 -16,469 -0.59% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,721,958 162,555 0.03% 0.02% 7 +599,790 28.26% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,529,767 151,093 0.03% 0.03% 8 +61,251 2.48% Q4 2025 Feb 12, 2026
North Peak Capital Management, LLC History Added to 2,400,065 143,331 12.18% 11.82% 9 +53,564 2.28% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 2,394,839 143,029 0.21% 0.21% 10 +124,077 5.46% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,344,266 140,019 0.01% 0.01% 11 +492,760 26.61% Q4 2025 Feb 09, 2026
UBS Group AG History Added to 1,847,713 110,345 0.02% 0.02% 12 +14,587 0.8% Q4 2025 Jan 29, 2026
Capital Research Global Investors History Reduced 1,796,189 107,268 0.02% 0.03% 13 -721,398 -28.65% Q4 2025 Feb 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,782,082 106,426 0.05% 0.05% 14 +195,289 12.31% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 1,713,825 102,298 0.18% 0.22% 15 -213,751 -11.09% Q4 2025 Feb 05, 2026
Hood River Capital Management LLC History Added to 1,588,403 94,859 1.04% 1.07% 16 +9,955 0.63% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 1,524,348 91,034 0.35% 17 +1,524,348 New Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 1,418,576 84,717 0.06% 0.05% 18 +306,840 27.6% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 1,400,086 83,613 0.29% 0.35% 19 -119,919 -7.89% Q4 2025 Jan 28, 2026
FRANKLIN RESOURCES INC History Added to 1,326,926 79,244 0.02% 0.02% 20 +232,374 21.23% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 1,200,213 71,676 0.0% 0.01% 21 -276,983 -18.75% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Added to 1,170,377 69,894 0.02% 0.02% 22 +33,643 2.96% Q4 2025 Feb 09, 2026
Fiera Capital Corp History Added to 1,113,171 66,478 0.21% 0.16% 23 +274,219 32.69% Q4 2025 Feb 11, 2026
Shannon River Fund Management LLC History Reduced 1,038,832 62,039 9.73% 12.81% 24 -345,387 -24.95% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 1,024,182 61,164 0.01% 0.01% 25 -33,197 -3.14% Q4 2025 Feb 17, 2026
Ranger Investment Management, L.P. History Reduced 910,976 54,403 3.73% 3.91% 26 -64,509 -6.61% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 882,800 52,722 0.01% 0.0% 27 +414,817 88.64% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 847,933 50,638 0.01% 0.01% 28 -5,809 -0.68% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 828,839 49,498 0.01% 0.01% 29 -20,904 -2.46% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Reduced 826,016 49,329 0.05% 0.06% 30 -135,773 -14.12% Q4 2025 Feb 17, 2026
Capital Impact Advisors, LLC History New 765,317 45,704 3.58% 31 +765,317 New Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 750,369 44,812 0.01% 0.0% 32 +310,695 70.66% Q4 2025 Mar 25, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 703,600 41,997 5.49% 5.39% 33 0 0.0% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 686,081 41,589 0.01% 0.02% 34 -229,958 -25.1% Q4 2025 Feb 18, 2026
SEI INVESTMENTS CO History Added to 688,309 41,105 0.04% 0.03% 35 +231,759 50.76% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 682,237 40,743 0.0% 0.0% 36 +61,521 9.91% Q4 2025 Feb 11, 2026
Gotham Asset Management, LLC History Added to 566,469 33,829 0.12% 0.14% 37 +14,934 2.71% Q4 2025 Feb 17, 2026
RENAISSANCE GROUP LLC History New 540,430 32,274 1.3% 38 +540,430 New Q4 2025 Feb 11, 2026
NORGES BANK History New 534,244 31,905 0.0% 39 +534,244 New Q4 2025 Feb 10, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 521,631 31,151 0.52% 0.5% 40 -4,418 -0.84% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 498,713 29,962 0.04% 0.02% 41 +307,284 160.52% Q4 2025 Jan 08, 2026
AMERIPRISE FINANCIAL INC History Added to 480,824 28,713 0.01% 0.0% 42 +276,032 134.79% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 438,378 26,179 0.01% 0.0% 43 +172,810 65.07% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 411,262 26,143 0.09% 0.02% 44 +296,916 259.66% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 437,400 26,121 0.02% 0.01% 45 +77,800 21.64% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History Reduced 436,816 26,086 0.07% 0.12% 46 -414,088 -48.66% Q4 2025 Feb 24, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 424,840 25,371 0.93% 0.86% 47 +35,440 9.1% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 403,594 24,102 0.0% 0.0% 48 -90,678 -18.35% Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 357,995 21,379 0.17% 0.15% 49 -7,268 -1.99% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Added to 374,645 21,002 0.03% 0.02% 50 +155,728 71.14% Q4 2025 Jan 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 333,521 19,900 0.03% 0.04% 51 -18,234 -5.18% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 311,541 18,606 0.0% 52 +311,541 New Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 310,818 18,562 0.03% 0.03% 53 +7,335 2.42% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 309,219 18,458 0.03% 0.03% 54 -24,927 -7.46% Q4 2025 Feb 13, 2026
Summit Creek Advisors LLC History Reduced 291,042 17,381 2.73% 2.54% 55 -12,033 -3.97% Q4 2025 Feb 06, 2026
CITADEL ADVISORS LLC History Added to 290,102 17,324 0.0% 0.0% 56 +147,292 103.14% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 273,321 16,322 0.02% 0.02% 57 +15,788 6.13% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 271,543 16,216 0.01% 0.01% 58 +29,274 12.08% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 269,744 16,109 0.03% 0.02% 59 +2,109 0.79% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 248,250 14,825 0.01% 0.01% 60 -81,959 -24.82% Q4 2025 Feb 17, 2026
Luxor Capital Group, LP History Reduced 245,983 14,690 1.12% 0.73% 61 -22,295 -8.31% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 242,915 14,499 0.03% 0.0% 62 +224,253 1201.66% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 242,206 14,464 0.03% 0.03% 63 +29,501 13.87% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 241,791 14,439 0.0% 0.01% 64 -123,150 -33.75% Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 237,037 14,155 0.04% 0.06% 65 -96,430 -28.92% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 233,158 13,924 0.01% 0.01% 66 -8,273 -3.43% Q4 2025 Feb 13, 2026
COOKSON PEIRCE & CO INC History Added to 230,391 13,758 0.57% 0.49% 67 +21,124 10.09% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History Added to 222,413 13,282 0.0% 0.0% 68 +210,599 1782.62% Q4 2025 Feb 11, 2026
BARCLAYS PLC History Reduced 208,838 12,471 0.0% 0.0% 69 -46,417 -18.18% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 203,970 12,181 0.0% 0.0% 70 -748 -0.37% Q4 2025 Feb 10, 2026
MACKENZIE FINANCIAL CORP History Added to 197,542 12,089 0.01% 0.01% 71 +23,153 13.28% Q4 2025 Feb 18, 2026
Rockefeller Capital Management L.P. History Added to 202,261 12,079 0.02% 0.0% 72 +201,805 44255.48% Q4 2025 Mar 16, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 198,621 12,012 0.02% 0.02% 73 +27,169 15.85% Q4 2025 Jan 28, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 196,948 11,761 0.01% 0.01% 74 -7,979 -3.89% Q4 2025 Feb 02, 2026
WELLS FARGO & COMPANY/MN History Reduced 192,916 11,520 0.0% 0.0% 75 -22,006 -10.24% Q4 2025 Feb 13, 2026
Boston Partners History Reduced 186,024 11,109 0.01% 0.01% 76 -22,846 -10.94% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 185,500 11,078 0.01% 0.01% 77 +3,000 1.64% Q4 2025 Feb 12, 2026
LORD, ABBETT & CO. LLC History New 185,119 11,055 0.03% 78 +185,119 New Q4 2025 Feb 13, 2026
Intrinsic Edge Capital Management LLC History Reduced 180,000 10,749 1.92% 1.52% 79 -10,261 -5.39% Q4 2025 Feb 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 177,129 10,578 0.03% 0.02% 80 +53,045 42.75% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 175,459 10,478 0.02% 0.02% 81 +2,804 1.62% Q4 2025 Feb 17, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 173,892 10,417 0.01% 0.01% 82 -26,772 -13.34% Q4 2025 Jan 08, 2026
Treasurer of the State of North Carolina History Added to 167,081 9,978 0.03% 0.01% 83 +127,990 327.42% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 164,150 9,803 0.03% 0.03% 84 -6,606 -3.87% Q4 2025 Jan 26, 2026
HARBER ASSET MANAGEMENT LLC History Reduced 161,402 9,638 4.04% 3.92% 85 -28,837 -15.16% Q4 2025 Feb 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 159,482 9,524 0.15% 0.15% 86 0 0.0% Q4 2025 Feb 17, 2026
SG Capital Management LLC History New 157,288 9,393 0.9% 87 +157,288 New Q4 2025 Feb 13, 2026
PEAK6 LLC History New 154,300 9,214 0.02% 88 +154,300 New Q4 2025 Mar 12, 2026
Trexquant Investment LP History Added to 150,626 8,995 0.08% 0.03% 89 +98,340 188.08% Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Reduced 146,825 8,768 0.03% 0.05% 90 -71,667 -32.8% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 143,608 8,576 0.0% 0.0% 91 -641,365 -81.71% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 141,570 8,454 0.0% 0.0% 92 +45,877 47.94% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 135,790 8,109 0.0% 0.0% 93 -12,560 -8.47% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Reduced 135,188 8,073 0.01% 0.01% 94 -7,309 -5.13% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Reduced 134,221 8,015 0.02% 0.04% 95 -70,834 -34.54% Q4 2025 Feb 13, 2026
CASTLEARK MANAGEMENT LLC History Added to 133,167 7,952 0.23% 0.21% 96 +4,050 3.14% Q4 2025 Feb 13, 2026
ARMISTICE CAPITAL, LLC History Added to 131,994 7,882 0.09% 0.07% 97 +45,168 52.02% Q4 2025 Feb 17, 2026
G2 Investment Partners Management LLC History New 125,594 7,500 1.78% 98 +125,594 New Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 121,197 7,238 0.01% 99 +121,197 New Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 119,239 7,120 0.06% 100 +119,239 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 118,124 7,054 0.01% 0.0% 101 +61,163 107.38% Q4 2025 Feb 13, 2026
NEXT CENTURY GROWTH INVESTORS LLC History New 116,666 6,967 0.48% 102 +116,666 New Q4 2025 Feb 13, 2026
Man Group plc History Added to 115,501 6,897 0.01% 0.01% 103 +45,733 65.55% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Reduced 114,567 6,841 0.0% 0.01% 104 -100,806 -46.81% Q4 2025 Feb 17, 2026
Retirement Systems of Alabama History Reduced 109,996 6,568 0.02% 0.02% 105 -1,701 -1.52% Q4 2025 Jan 15, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 108,380 6,472 0.02% 0.01% 106 +76,785 243.03% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 103,833 6,200 0.0% 0.01% 107 -66,256 -38.95% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 102,944 6,147 0.0% 0.0% 108 -10,722 -9.43% Q4 2025 Feb 17, 2026
1492 Capital Management LLC History Added to 98,790 5,899 2.26% 2.26% 109 +1,425 1.46% Q4 2025 Feb 10, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 95,185 5,684 0.12% 0.11% 110 0 0.0% Q4 2025 Feb 02, 2026
Lisanti Capital Growth, LLC History Added to 93,526 5,585 1.32% 0.96% 111 +24,960 36.4% Q4 2025 Feb 09, 2026
Edgestream Partners, L.P. History New 92,505 5,524 0.16% 112 +92,505 New Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 87,869 5,247 0.01% 0.01% 113 -85 -0.1% Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 86,586 5,171 0.04% 0.06% 114 -31,768 -26.84% Q4 2025 Feb 03, 2026
MARIETTA INVESTMENT PARTNERS LLC History Added to 85,799 5,123 1.02% 0.9% 115 +4,593 5.66% Q4 2025 Feb 10, 2026
Robinhood Asset Management, LLC History New 84,943 5,072 0.4% 116 +84,943 New Q4 2025 Jan 21, 2026
Vident Advisory, LLC History Added to 82,206 4,909 0.04% 0.04% 117 +14,462 21.35% Q4 2025 Feb 18, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 81,070 4,841 0.0% 118 +81,070 New Q4 2025 Feb 13, 2026
CSM Advisors, LLC History Added to 80,028 4,780 0.13% 0.12% 119 +3,997 5.26% Q4 2025 Feb 11, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 79,424 4,743 0.72% 0.71% 120 -1,236 -1.53% Q4 2025 Feb 13, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 79,387 4,740 1.99% 1.99% 121 -129 -0.16% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 78,852 4,709 0.01% 0.01% 122 -2,640 -3.24% Q4 2025 Feb 12, 2026
Paralel Advisors LLC History No change 76,960 4,596 0.18% 0.17% 123 0 0.0% Q4 2025 Feb 12, 2026
Crossmark Global Holdings, Inc. History Added to 73,713 4,402 0.06% 0.06% 124 +8,140 12.41% Q4 2025 Feb 03, 2026
Illinois Municipal Retirement Fund History Reduced 73,504 4,389 0.06% 0.06% 125 -6,115 -7.68% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Added to 72,503 4,329 0.0% 0.0% 126 +22,469 44.91% Q4 2025 Feb 17, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Added to 72,071 4,304 0.4% 0.32% 127 +20,071 38.6% Q4 2025 Feb 06, 2026
Kestra Investment Management, LLC History Added to 71,815 4,288 0.1% 0.1% 128 +5,155 7.73% Q4 2025 Feb 09, 2026
VAN ECK ASSOCIATES CORP History New 71,792 4,287 0.0% 129 +71,792 New Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 71,070 4,246 0.0% 130 +71,070 New Q4 2025 Feb 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 67,988 4,060 0.09% 0.09% 131 -267 -0.39% Q4 2025 Feb 13, 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD History Added to 65,000 3,881 1.0% 0.28% 132 +45,000 225.0% Q4 2025 Feb 03, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 62,007 3,703 0.0% 0.0% 133 +9,313 17.67% Q4 2025 Feb 10, 2026
JB Capital LLC History Added to 61,852 3,693 0.15% 0.14% 134 +5,491 9.74% Q4 2025 Jan 20, 2026
Verition Fund Management LLC History Reduced 58,783 3,510 0.01% 0.02% 135 -6,167 -9.49% Q4 2025 Feb 13, 2026
Robeco Institutional Asset Management B.V. History New 58,505 3,493 0.0% 136 +58,505 New Q4 2025 Jan 23, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 58,028 3,465 0.01% 0.0% 137 +53,508 1183.81% Q4 2025 Feb 17, 2026
Vest Financial, LLC History Added to 57,527 3,435 0.04% 0.02% 138 +31,179 118.34% Q4 2025 Jan 30, 2026
Monument Capital Management History Reduced 56,370 3,366 0.84% 0.81% 139 -242 -0.43% Q4 2025 Jan 26, 2026
Vontobel Holding Ltd. History Reduced 56,243 3,358 0.01% 0.01% 140 -865 -1.51% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History New 55,705 3,326 0.0% 141 +55,705 New Q4 2025 Feb 13, 2026
Convergence Investment Partners, LLC History Added to 55,505 3,314 0.66% 0.61% 142 +8,354 17.72% Q4 2025 Feb 05, 2026
Assenagon Asset Management S.A. History Reduced 53,696 3,206 0.0% 0.0% 143 -4,934 -8.42% Q4 2025 Jan 09, 2026
Walleye Capital LLC History Added to 52,120 3,112 0.01% 0.0% 144 +32,154 161.04% Q4 2025 Feb 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 51,609 3,082 0.08% 0.14% 145 -44,494 -46.3% Q4 2025 Feb 13, 2026
Calamos Advisors LLC History Added to 50,829 3,035 0.01% 0.01% 146 +9,901 24.19% Q4 2025 Jan 29, 2026
PINEBRIDGE INVESTMENTS LLC History New 47,482 2,835 0.02% 147 +47,482 New Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Reduced 46,095 2,752 0.01% 0.01% 148 -2,661 -5.46% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 45,840 2,737 0.0% 0.0% 149 -1,700 -3.58% Q4 2025 Feb 17, 2026
L. Roy Papp & Associates, LLP History No change 44,443 2,654 0.29% 0.29% 150 0 0.0% Q4 2025 Jan 28, 2026
STIFEL FINANCIAL CORP History Reduced 44,134 2,635 0.0% 0.0% 151 -7,742 -14.92% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 43,001 2,568 0.0% 0.0% 152 -1,353 -3.05% Q4 2025 Jan 30, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 42,750 2,553 0.02% 0.02% 153 -2,850 -6.25% Q4 2025 Feb 04, 2026
AMALGAMATED BANK History Reduced 41,718 2,491 0.02% 0.02% 154 -1,011 -2.37% Q4 2025 Feb 05, 2026
ICON ADVISERS INC/CO History No change 41,493 2,477 0.54% 0.52% 155 0 0.0% Q4 2025 Feb 13, 2026
Amundi History Added to 39,881 2,381 0.0% 0.0% 156 +249 0.63% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 39,765 2,374 0.01% 0.01% 157 -1,844 -4.43% Q4 2025 Jan 30, 2026
Robocap Asset Management Ltd History New 39,493 2,358 2.11% 158 +39,493 New Q4 2025 Feb 02, 2026
Strategic Global Advisors, LLC History Reduced 38,362 2,290 0.35% 0.34% 159 -600 -1.54% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 38,143 2,277 0.02% 0.03% 160 -4,522 -10.6% Q4 2025 Feb 10, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 36,404 2,174 0.02% 0.02% 161 -2,296 -5.93% Q4 2025 Feb 13, 2026
Curbstone Financial Management Corp History New 35,904 2,144 0.41% 162 +35,904 New Q4 2025 Jan 23, 2026
Hillsdale Investment Management Inc. History Reduced 34,700 2,072 0.06% 0.09% 163 -18,000 -34.16% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Added to 34,609 2,067 0.0% 0.0% 164 +5,710 19.76% Q4 2025 Feb 11, 2026
CWA Asset Management Group, LLC History New 33,328 1,990 0.07% 165 +33,328 New Q4 2025 Jan 07, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 33,197 1,982 0.01% 0.01% 166 +2,956 9.77% Q4 2025 Jan 26, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 32,824 1,960 0.0% 0.0% 167 -377 -1.14% Q4 2025 Jan 27, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 32,613 1,947 0.0% 168 +32,613 New Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 31,914 1,905 0.01% 0.01% 169 -2,784 -8.02% Q4 2025 Jan 29, 2026
Vestcor Inc History Added to 31,877 1,904 0.05% 0.05% 170 +3,652 12.94% Q4 2025 Feb 11, 2026
LPL Financial LLC History Reduced 31,714 1,893 0.0% 0.0% 171 -2,419 -7.09% Q4 2025 Feb 11, 2026
Legato Capital Management LLC History Added to 31,185 1,862 0.16% 0.08% 173 +18,435 144.59% Q4 2025 Feb 06, 2026
Elo Mutual Pension Insurance Co History Added to 31,185 1,862 0.03% 0.02% 174 +4,752 17.98% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Reduced 31,088 1,862 0.0% 0.0% 172 -1,534 -4.7% Q4 2025 Mar 20, 2026
Jackson Creek Investment Advisors LLC History Reduced 30,878 1,844 0.54% 0.52% 175 -234 -0.75% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Reduced 30,875 1,843 0.0% 0.0% 176 -1,199 -3.74% Q4 2025 Jan 23, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 30,804 1,839 0.57% 0.62% 177 -1,280 -3.99% Q4 2025 Jan 07, 2026
Creative Planning History Added to 29,803 1,779 0.0% 0.0% 178 +1,820 6.5% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 29,742 1,776 0.03% 179 +29,742 New Q4 2025 Feb 17, 2026
Smith Group Asset Management, LLC History Added to 28,617 1,709 0.09% 0.07% 180 +6,807 31.21% Q4 2025 Feb 10, 2026
IMC-Chicago, LLC History Added to 28,400 1,696 0.0% 0.0% 181 +12,400 77.5% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 28,352 1,693 0.01% 0.01% 182 -987 -3.36% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 28,323 1,691 0.0% 0.0% 183 +5,239 22.7% Q4 2025 Mar 09, 2026
Orion Porfolio Solutions, LLC History Added to 28,035 1,674 0.01% 0.01% 184 +3,046 12.19% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History Added to 27,900 1,666 0.01% 0.01% 185 +700 2.57% Q4 2025 Jan 28, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 27,800 1,660 0.01% 0.01% 186 0 0.0% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Reduced 27,517 1,643 0.0% 0.0% 187 -21,183 -43.5% Q4 2025 Feb 12, 2026
Lifestyle Asset Management, Inc. History New 27,035 1,614 0.53% 188 +27,035 New Q4 2025 Feb 11, 2026
Pallas Capital Advisors LLC History Reduced 26,746 1,597 0.05% 0.06% 189 -599 -2.19% Q4 2025 Jan 14, 2026
Cetera Investment Advisers History Reduced 26,617 1,589 0.0% 0.0% 190 -820 -2.99% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 26,084 1,557 0.01% 0.01% 191 -1,760 -6.32% Q4 2025 Jan 28, 2026
COMMERCE BANK History Reduced 26,011 1,553 0.01% 0.01% 192 -20 -0.08% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 25,672 1,533 0.02% 0.02% 193 +3,352 15.02% Q4 2025 Feb 03, 2026
Louisiana State Employees Retirement System History Reduced 25,400 1,516 0.03% 0.02% 194 -300 -1.17% Q4 2025 Jan 16, 2026
Advisory Services Network, LLC History Added to 25,178 1,503 0.02% 0.02% 195 +407 1.64% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 25,142 1,501 0.0% 0.0% 196 -15,753 -38.52% Q4 2025 Feb 12, 2026
Handelsbanken Fonder AB History Reduced 25,088 1,498 0.0% 0.01% 197 -15,300 -37.88% Q4 2025 Feb 06, 2026
Quent Capital, LLC History Added to 25,079 1,497 0.11% 0.0% 198 +24,241 2892.72% Q4 2025 Jan 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 24,775 1,479 0.0% 0.0% 199 -3,586 -12.64% Q4 2025 Feb 18, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 28,249 1,441 0.02% 0.02% 200 -617 -2.14% Q4 2025 Jan 21, 2026
Twin Tree Management, LP History Reduced 23,700 1,415 0.01% 0.02% 201 -48,300 -67.08% Q4 2025 Feb 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 22,935 1,369 0.01% 0.01% 202 -775 -3.27% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 22,698 1,355 0.0% 0.0% 203 -1,213 -5.07% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 22,501 1,343 0.01% 0.01% 204 -397 -1.73% Q4 2025 Feb 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 21,700 1,295 0.01% 0.01% 205 -300 -1.36% Q4 2025 Jan 29, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 21,568 1,288 0.06% 206 +21,568 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 21,361 1,276 0.0% 0.0% 207 -1,874 -8.07% Q4 2025 Jan 09, 2026
TWO SIGMA ADVISERS, LP History Added to 20,500 1,224 0.0% 0.0% 208 +1,500 7.89% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 20,506 1,224 0.01% 0.02% 209 -85 -0.41% Q4 2025 Feb 05, 2026
&PARTNERS History Reduced 20,042 1,197 0.01% 0.01% 210 -753 -3.62% Q4 2025 Feb 17, 2026
Penn Capital Management Company, LLC History Reduced 19,623 1,193 0.1% 0.09% 211 -508 -2.52% Q4 2025 Feb 09, 2026
Summit Trail Advisors, LLC History Reduced 19,597 1,170 0.02% 0.02% 212 -2,454 -11.13% Q4 2025 Feb 17, 2026
Main Management ETF Advisors, LLC History Added to 19,575 1,169 0.04% 0.04% 213 +200 1.03% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 19,392 1,158 0.0% 0.0% 214 +5,740 42.05% Q4 2025 Feb 18, 2026
OSAIC HOLDINGS, INC. History Added to 19,254 1,149 0.0% 0.0% 215 +5,076 35.8% Q4 2025 Feb 17, 2026
Buckland Partners Management Co LLC History New 19,000 1,134 0.63% 216 +19,000 New Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 18,966 1,132 0.02% 0.02% 217 +209 1.11% Q4 2025 Feb 17, 2026
AVIVA PLC History Added to 18,892 1,128 0.0% 0.0% 218 +3,456 22.39% Q4 2025 Feb 12, 2026
Newbridge Financial Services Group, Inc. History Reduced 18,845 1,125 0.17% 0.17% 219 -493 -2.55% Q4 2025 Jan 21, 2026
Brevan Howard Capital Management LP History Reduced 18,765 1,120 0.01% 0.01% 220 -17,578 -48.37% Q4 2025 Feb 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 18,464 1,102 0.01% 221 +18,464 New Q4 2025 Feb 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 18,300 1,092 0.01% 0.01% 222 -300 -1.61% Q4 2025 Feb 04, 2026
Voleon Capital Management LP History New 18,154 1,084 0.02% 223 +18,154 New Q4 2025 Feb 17, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 18,000 1,075 0.03% 0.03% 224 0 0.0% Q4 2025 Feb 10, 2026
Merit Financial Group, LLC History Reduced 17,584 1,050 0.01% 0.01% 225 -523 -2.89% Q4 2025 Jan 26, 2026
Ameritas Investment Partners, Inc. History Reduced 16,797 1,003 0.03% 0.03% 226 -488 -2.82% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 16,557 988 0.01% 0.01% 227 +8,106 95.92% Q4 2025 Feb 05, 2026
Vestmark Advisory Solutions, Inc. History New 16,470 983 0.01% 228 +16,470 New Q4 2025 Feb 06, 2026
WCG Wealth Advisors LLC History New 16,343 976 0.03% 229 +16,343 New Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Reduced 22,012 961 0.0% 0.0% 230 -942 -4.1% Q4 2025 Feb 18, 2026
Integrated Quantitative Investments LLC History Added to 15,660 935 0.2% 0.22% 231 +2,112 15.59% Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Added to 15,605 932 0.03% 0.03% 232 +826 5.59% Q4 2025 Feb 12, 2026
WINTON GROUP Ltd History New 15,450 922 0.03% 233 +15,450 New Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Added to 14,861 887 0.0% 0.0% 234 +919 6.59% Q4 2025 Jan 29, 2026
Focus Partners Advisor Solutions, LLC History Reduced 14,173 846 0.01% 0.01% 235 -3,260 -18.7% Q4 2025 Feb 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 13,876 828 0.01% 0.01% 236 -5,409 -28.05% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Reduced 13,861 827 0.0% 0.0% 237 -1,977 -12.48% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 13,841 826 0.0% 0.0% 238 -224 -1.59% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 12,702 758 0.01% 0.01% 239 -6,672 -34.44% Q4 2025 Feb 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 12,619 753 0.08% 0.09% 240 -1,022 -7.49% Q4 2025 Jan 26, 2026
State of Wyoming History Added to 12,286 733 0.08% 0.06% 241 +3,072 33.34% Q4 2025 Feb 11, 2026
XPONANCE LLC History Reduced 12,234 730 0.01% 0.01% 242 -1,047 -7.88% Q4 2025 Feb 12, 2026
Odyssean, LLC History New 12,175 727 0.52% 243 +12,175 New Q4 2025 Feb 17, 2026
ATLAS CAPITAL ADVISORS INC. History New 12,107 723 0.08% 244 +12,107 New Q4 2025 Feb 13, 2026
Perpetual Ltd History Added to 11,907 711 0.01% 0.01% 245 +2,829 31.16% Q4 2025 Jan 20, 2026
Aquatic Capital Management LLC History New 11,675 697 0.02% 246 +11,675 New Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 11,632 694 0.0% 0.0% 247 +771 7.1% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History New 11,365 678 0.02% 248 +11,365 New Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 11,203 669 0.0% 0.0% 249 +3,511 45.64% Q4 2025 Feb 12, 2026
NorthCrest Asset Manangement, LLC History Added to 11,398 669 0.01% 0.01% 250 +3,196 38.97% Q4 2025 Jan 08, 2026
Diversified Trust Co History Added to 11,014 657 0.01% 0.01% 251 +18 0.16% Q4 2025 Jan 09, 2026
Private Advisor Group, LLC History Reduced 10,863 648 0.0% 0.0% 252 -2,800 -20.49% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 10,716 640 0.0% 0.0% 253 0 0.0% Q4 2025 Feb 13, 2026
CSS LLC/IL History Added to 10,440 623 0.03% 0.01% 254 +5,570 114.37% Q4 2025 Feb 17, 2026
Veracity Capital LLC History Added to 10,258 612 0.18% 0.18% 255 +685 7.16% Q4 2025 Jan 29, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 9,639 575 0.01% 0.01% 256 -243 -2.46% Q4 2025 Feb 02, 2026
Sowell Financial Services LLC History New 9,468 565 0.02% 257 +9,468 New Q4 2025 Jan 21, 2026
VIRTUS ADVISERS, LLC History No change 9,406 561 0.27% 0.3% 258 0 0.0% Q4 2025 Feb 13, 2026
BOKF, NA History Reduced 9,212 550 0.01% 0.01% 259 -1,603 -14.82% Q4 2025 Feb 03, 2026
M&T BANK CORP History Added to 9,031 539 0.0% 0.0% 260 +3,264 56.6% Q4 2025 Jan 30, 2026
Fieldview Capital Management, LLC History Reduced 9,020 538 0.09% 0.13% 261 -4,753 -34.51% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 9,006 537 0.01% 0.01% 262 -1,095 -10.84% Q4 2025 Jan 23, 2026
Farther Finance Advisors, LLC History Added to 8,845 528 0.01% 0.01% 263 +1,100 14.2% Q4 2025 Jan 23, 2026
Blackhawk Capital Partners, LLC History Reduced 8,806 525 0.2% 0.2% 264 -109 -1.22% Q4 2025 Feb 04, 2026
Snowden Capital Advisors LLC History Reduced 8,446 504 0.01% 0.01% 265 -651 -7.16% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,378 500 0.0% 0.0% 266 +272 3.36% Q4 2025 Feb 06, 2026
Impact Partnership Wealth, LLC History Added to 8,360 499 0.06% 0.06% 267 +1,416 20.39% Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Reduced 8,228 491 0.0% 0.0% 268 -157 -1.87% Q4 2025 Jan 30, 2026
Sequoia Financial Advisors, LLC History Added to 8,218 490 0.0% 0.0% 269 +3,345 68.64% Q4 2025 Feb 03, 2026
Sanctuary Advisors, LLC History New 8,194 489 0.0% 270 +8,194 New Q4 2025 Jan 29, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 8,027 479 0.0% 0.0% 271 -318 -3.81% Q4 2025 Feb 05, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 8,000 477 0.12% 0.12% 272 0 0.0% Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 7,941 474 0.0% 273 +7,941 New Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History Added to 7,918 472 0.0% 0.0% 274 +68 0.87% Q4 2025 Feb 12, 2026
Swiss Life Asset Management Ltd History New 7,902 471 0.0% 275 +7,902 New Q4 2025 Feb 04, 2026
TRUIST FINANCIAL CORP History Reduced 7,649 456 0.0% 0.0% 276 -2,653 -25.75% Q4 2025 Feb 02, 2026
Krilogy Financial LLC History Reduced 8,997 456 0.02% 0.02% 277 -773 -7.91% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Added to 7,263 433 0.0% 0.0% 278 +948 15.01% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 7,158 427 0.0% 0.0% 279 +2,097 41.43% Q4 2025 Feb 11, 2026
EVOLVE PRIVATE WEALTH, LLC History New 7,136 426 0.03% 280 +7,136 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 7,111 424 0.0% 0.0% 281 -829 -10.44% Q4 2025 Feb 12, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 6,679 398 0.02% 0.01% 282 -239 -3.45% Q4 2025 Feb 04, 2026
American Trust History No change 6,520 389 0.03% 0.03% 283 0 0.0% Q4 2025 Feb 17, 2026
Harvest Fund Management Co., Ltd History Added to 6,446 385 0.01% 0.0% 284 +6,317 4896.9% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Added to 6,433 384 0.0% 0.0% 285 +992 18.23% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Reduced 6,400 382 0.0% 0.0% 286 -5,399 -45.76% Q4 2025 Feb 11, 2026
Callan Family Office, LLC History Added to 6,413 382 0.01% 0.01% 287 +852 15.32% Q4 2025 Feb 12, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 6,270 374 0.0% 0.0% 288 +6,236 18341.18% Q4 2025 Feb 11, 2026
Vinva Investment Management Ltd History Added to 4,048 370 0.0% 0.01% 289 +314 8.41% Q4 2025 Feb 17, 2026
Optimist Retirement Group LLC History No change 6,189 369 0.17% 0.16% 290 0 0.0% Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History New 6,125 365 0.0% 291 +6,125 New Q4 2025 Jan 29, 2026
Bryn Mawr Trust Advisors, LLC History New 6,045 361 0.02% 292 +6,045 New Q4 2025 Feb 04, 2026
Upper Left Wealth Management, LLC History No change 6,000 358 0.22% 0.22% 293 0 0.0% Q4 2025 Jan 22, 2026
Jefferies Financial Group Inc. History New 5,984 357 0.0% 294 +5,984 New Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Reduced 5,326 318 0.01% 0.01% 295 -118 -2.17% Q4 2025 Feb 06, 2026
Dakota Wealth Management History New 5,295 316 0.01% 296 +5,295 New Q4 2025 Jan 13, 2026
CIBC Asset Management Inc History No change 5,286 315 0.0% 0.0% 297 0 0.0% Q4 2025 Feb 10, 2026
Sivia Capital Partners, LLC History Reduced 5,167 308 0.06% 0.09% 299 -141 -2.66% Q4 2025 Feb 10, 2026
DekaBank Deutsche Girozentrale History No change 4,634 308 0.0% 0.0% 298 0 0.0% Q4 2025 Jan 28, 2026
Inscription Capital, LLC History Added to 5,151 307 0.03% 0.03% 300 +581 12.71% Q4 2025 Jan 29, 2026
Steward Partners Investment Advisory, LLC History Added to 5,130 306 0.0% 0.0% 301 +2,148 72.03% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 5,069 302 0.0% 0.0% 302 -2,399 -32.12% Q4 2025 Feb 13, 2026
Frank, Rimerman Advisors LLC History Added to 5,043 301 0.02% 0.02% 303 +19 0.38% Q4 2025 Jan 15, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 4,924 294 0.0% 0.0% 304 -493 -9.1% Q4 2025 Feb 05, 2026
GLOBEFLEX CAPITAL L P History No change 4,900 292 0.04% 0.04% 305 0 0.0% Q4 2025 Feb 11, 2026
GUGGENHEIM CAPITAL LLC History Reduced 4,786 285 0.0% 0.0% 306 -1,186 -19.86% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 4,764 284 0.0% 0.0% 307 +3,150 195.17% Q4 2025 Jan 14, 2026
EverSource Wealth Advisors, LLC History Reduced 4,668 278 0.01% 0.01% 308 -130 -2.71% Q4 2025 Feb 06, 2026
Ethic Inc. History Added to 4,644 277 0.0% 0.0% 309 +588 14.5% Q4 2025 Feb 03, 2026
Kestra Advisory Services, LLC History New 4,590 274 0.0% 311 +4,590 New Q4 2025 Feb 13, 2026
Utah Retirement Systems History No change 4,600 274 0.0% 0.0% 310 0 0.0% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 4,555 272 0.0% 0.0% 312 +238 5.51% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History New 4,404 263 0.01% 313 +4,404 New Q4 2025 Feb 11, 2026
Arax Advisory Partners History Reduced 4,384 261 0.01% 0.1% 314 -121,594 -96.52% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Added to 4,361 260 0.01% 0.01% 315 +101 2.37% Q4 2025 Feb 13, 2026
Advisor Resource Council History New 5,785 252 0.09% 318 +5,785 New Q4 2025 Feb 10, 2026
Occidental Asset Management, LLC History New 4,226 252 0.03% 316 +4,226 New Q4 2025 Jan 08, 2026
Kaufman Rossin Wealth, LLC History Reduced 4,227 252 0.13% 0.14% 319 -73 -1.7% Q4 2025 Jan 14, 2026
Maryland State Retirement & Pension System History No change 4,226 252 0.01% 0.01% 317 0 0.0% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 4,097 251 0.0% 0.0% 320 -462 -10.13% Q4 2025 Jan 23, 2026
Gallacher Capital Management LLC History Reduced 4,093 244 0.09% 0.1% 321 -517 -11.21% Q4 2025 Feb 03, 2026
Kera Capital Partners, Inc. History Added to 5,540 242 0.03% 0.04% 323 +1,232 28.6% Q4 2025 Feb 23, 2026
denkapparat Operations GmbH History No change 4,060 242 0.13% 0.15% 322 0 0.0% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Reduced 4,017 239 0.01% 0.01% 324 -1,156 -22.35% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,986 238 0.0% 0.0% 325 +1,331 50.13% Q4 2025 Feb 17, 2026
Forum Financial Management, LP History Reduced 3,968 236 0.0% 0.0% 326 -346 -8.02% Q4 2025 Jan 27, 2026
Neuberger Berman Group LLC History New 3,941 235 0.0% 328 +3,941 New Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 3,939 235 0.0% 0.0% 327 +162 4.29% Q4 2025 Jan 05, 2026
Marex Group plc History New 3,933 234 0.0% 329 +3,933 New Q4 2025 Feb 12, 2026
Optas, LLC History Reduced 3,886 232 0.04% 0.04% 330 -254 -6.14% Q4 2025 Jan 27, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 3,867 230 0.02% 331 +3,867 New Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 3,801 226 0.0% 332 +3,801 New Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 4,487 226 0.01% 0.01% 333 +90 2.05% Q4 2025 Jan 28, 2026
First Bank & Trust History Added to 3,751 224 0.04% 0.04% 334 +117 3.22% Q4 2025 Jan 12, 2026
STEPHENS INC /AR/ History Reduced 3,744 223 0.0% 0.0% 335 -683 -15.43% Q4 2025 Feb 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 3,709 221 0.0% 337 +3,709 New Q4 2025 Feb 10, 2026
Calamos Wealth Management LLC History Reduced 3,706 221 0.01% 0.01% 336 -1,608 -30.26% Q4 2025 Jan 29, 2026
GROUP ONE TRADING LLC History Reduced 3,700 220 0.0% 0.0% 338 -9,397 -71.75% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Added to 3,688 220 0.0% 0.0% 339 +177 5.04% Q4 2025 Feb 11, 2026
RETIREMENT GUYS FORMULA LLC History Added to 3,692 220 0.1% 0.07% 340 +4 0.11% Q4 2025 Jan 23, 2026
ProShare Advisors LLC History Reduced 3,675 219 0.0% 0.0% 341 -255 -6.49% Q4 2025 Feb 06, 2026
OneDigital Investment Advisors LLC History Reduced 3,669 219 0.0% 0.0% 342 -94 -2.5% Q4 2025 Feb 13, 2026
Truvestments Capital LLC History Added to 3,654 218 0.04% 0.01% 343 +2,248 159.89% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 3,644 217 0.0% 0.0% 344 +7 0.19% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History New 3,452 214 0.01% 345 +3,452 New Q4 2025 Feb 12, 2026
AlphaQuest LLC History Added to 3,599 214 0.01% 0.01% 346 +1,680 87.55% Q4 2025 Feb 09, 2026
Penserra Capital Management LLC History New 3,576 213 0.0% 347 +3,576 New Q4 2025 Feb 12, 2026
GREENLEAF TRUST History Added to 3,546 211 0.0% 0.0% 348 +65 1.87% Q4 2025 Jan 21, 2026
Modern Wealth Management, LLC History New 3,526 210 0.0% 349 +3,526 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 3,400 203 0.0% 0.93% 350 -100 -2.86% Q4 2025 Feb 17, 2026
Farringdon Capital, Ltd. History New 3,390 202 0.05% 351 +3,390 New Q4 2025 Feb 17, 2026
waypoint wealth counsel History Reduced 3,385 202 0.07% 0.08% 352 -113 -3.23% Q4 2025 Jan 28, 2026
ST GERMAIN D J CO INC History New 3,299 197 0.01% 353 +3,299 New Q4 2025 Jan 29, 2026
Daiwa Securities Group Inc. History Reduced 3,142 188 0.0% 0.0% 354 -7,776 -71.22% Q4 2025 Feb 11, 2026
Horizon Investments, LLC History New 3,092 184 0.0% 355 +3,092 New Q4 2025 Feb 02, 2026
KBC Group NV History Added to 2,990 179 0.0% 0.0% 356 +587 24.43% Q4 2025 Jan 26, 2026
GAMMA Investing LLC History Added to 2,309 137 0.01% 0.01% 357 +567 32.55% Q4 2025 Jan 05, 2026
Eurizon Capital SGR S.p.A. History New 2,292 136 0.0% 358 +2,292 New Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,170 130 0.0% 0.0% 359 +1,605 284.07% Q4 2025 Feb 09, 2026
CIBC Private Wealth Group LLC History Added to 2,151 128 0.0% 0.0% 360 +25 1.18% Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History Added to 2,115 126 0.02% 0.02% 361 +39 1.88% Q4 2025 Jan 08, 2026
STRS OHIO History Added to 2,083 124 0.0% 0.0% 362 +4 0.19% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 2,050 122 0.0% 0.0% 363 -310 -13.14% Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History Reduced 2,024 120 0.01% 0.01% 364 -80 -3.8% Q4 2025 Jan 29, 2026
Aster Capital Management (DIFC) Ltd History New 1,682 100 0.04% 365 +1,682 New Q4 2025 Feb 17, 2026
Raleigh Capital Management Inc. History Added to 1,628 97 0.04% 0.03% 366 +35 2.2% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 1,607 95 0.0% 367 +1,607 New Q4 2025 Feb 05, 2026
TD Waterhouse Canada Inc. History Added to 1,541 91 0.0% 0.0% 368 +1,115 261.74% Q4 2025 Jan 27, 2026
Transamerica Financial Advisors, LLC History Added to 1,473 87 0.01% 0.0% 369 +695 89.33% Q4 2025 Feb 13, 2026
RiverPark Advisors, LLC History New 1,430 85 0.02% 370 +1,430 New Q4 2025 Feb 17, 2026
Asset Management One Co., Ltd. History Reduced 1,366 84 0.0% 0.0% 371 -727 -34.73% Q4 2025 Jan 27, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,388 83 0.0% 0.0% 372 +370 36.35% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 1,342 80 0.0% 0.0% 373 -118 -8.08% Q4 2025 Jan 13, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 1,286 76 0.0% 0.01% 374 -381 -22.86% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Added to 1,258 75 0.0% 0.0% 375 +14 1.13% Q4 2025 Jan 20, 2026
True Wealth Design, LLC History Reduced 1,113 66 0.02% 0.02% 376 -53 -4.55% Q4 2025 Jan 08, 2026
Blue Trust, Inc. History Added to 1,096 65 0.0% 0.0% 380 +414 60.7% Q4 2025 Jan 16, 2026
MAI Capital Management History Added to 1,100 65 0.0% 0.0% 378 +404 58.05% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 1,105 65 0.0% 0.0% 377 +176 18.95% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 1,102 65 0.0% 0.0% 379 -119 -9.75% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Reduced 1,046 62 0.0% 0.0% 381 -285 -21.41% Q4 2025 Feb 06, 2026
DANSKE BANK A/S History Reduced 1,000 59 0.0% 0.02% 382 -112,108 -99.12% Q4 2025 Feb 02, 2026
Leonteq Securities AG History Reduced 967 57 0.0% 0.0% 383 -1,033 -51.65% Q4 2025 Feb 06, 2026
Torren Management, LLC History New 932 55 0.03% 384 +932 New Q4 2025 Jan 30, 2026
Plato Investment Management Ltd History New 867 52 0.0% 386 +867 New Q4 2025 Feb 04, 2026
BESSEMER GROUP INC History Added to 874 52 0.0% 0.0% 385 +500 133.69% Q4 2025 Feb 05, 2026
QUADRANT CAPITAL GROUP LLC History Added to 860 51 0.0% 0.0% 387 +164 23.56% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Reduced 773 47 0.0% 0.01% 388 -2,026 -72.38% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 744 44 0.0% 389 +744 New Q4 2025 Jan 21, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 710 42 0.0% 0.0% 390 +564 386.3% Q4 2025 Feb 12, 2026
Bayforest Capital Ltd History Added to 704 42 0.03% 0.0% 391 +535 316.57% Q4 2025 Jan 27, 2026
FIFTH THIRD BANCORP History Added to 617 36 0.0% 0.0% 392 +303 96.5% Q4 2025 Feb 02, 2026
EFG International AG History New 530 31 0.0% 393 +530 New Q4 2025 Feb 17, 2026
Covestor Ltd History Reduced 488 29 0.02% 0.07% 395 -1,766 -78.35% Q4 2025 Feb 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 490 29 0.01% 0.01% 394 0 0.0% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Added to 474 28 0.0% 0.0% 396 +95 25.07% Q4 2025 Feb 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 462 27 0.0% 397 +462 New Q4 2025 Feb 03, 2026
Financial Management Professionals, Inc. History Added to 420 25 0.0% 0.0% 398 +4 0.96% Q4 2025 Jan 27, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 442 24 0.0% 0.0% 399 0 0.0% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History Added to 386 23 0.0% 0.0% 400 +50 14.88% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 395 23 0.0% 0.0% 401 +46 13.18% Q4 2025 Feb 10, 2026
PFS Partners, LLC History No change 400 23 0.01% 0.01% 402 0 0.0% Q4 2025 Jan 16, 2026
Smithfield Trust Co History Reduced 371 22 0.0% 0.0% 403 -3 -0.8% Q4 2025 Feb 09, 2026
Clearstead Advisors, LLC History Reduced 344 20 0.0% 0.0% 404 -1,047 -75.27% Q4 2025 Feb 09, 2026
Greenline Wealth Management LLC History New 317 18 0.02% 406 +317 New Q4 2025 Feb 13, 2026
Wealth Enhancement Trust Services, Inc. History New 302 18 0.0% 405 +302 New Q4 2025 Jan 27, 2026
Strategic Advocates LLC History New 293 17 0.0% 407 +293 New Q4 2025 Feb 11, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History New 266 15 0.01% 408 +266 New Q4 2025 Jan 08, 2026
Signature Equity Partners, LLC History New 231 13 0.01% 409 +231 New Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 211 12 0.0% 0.0% 410 +112 113.13% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History New 184 10 0.0% 411 +184 New Q4 2025 Feb 06, 2026
Bell Investment Advisors, Inc History No change 168 10 0.0% 0.0% 412 0 0.0% Q4 2025 Feb 24, 2026
Spire Wealth Management History Reduced 165 9 0.0% 0.0% 413 -394 -70.48% Q4 2025 Jan 14, 2026
LRI Investments, LLC History No change 156 9 0.0% 0.0% 414 0 0.0% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 144 8 0.0% 0.0% 415 +32 28.57% Q4 2025 Feb 09, 2026
Capital Advisors, Ltd. LLC History No change 134 8 0.0% 0.0% 416 0 0.0% Q4 2025 Jan 21, 2026
KERR FINANCIAL PLANNING Corp History New 200 7 0.01% 419 +200 New Q4 2025 Feb 10, 2026
MCF Advisors LLC History New 120 7 0.0% 417 +120 New Q4 2025 Feb 11, 2026
Rakuten Securities, Inc. History Reduced 132 7 0.0% 0.0% 418 -31 -19.02% Q4 2025 Jan 29, 2026
Acumen Wealth Advisors, LLC History New 104 6 0.0% 421 +104 New Q4 2025 Feb 13, 2026
Bank of Jackson Hole Trust History New 104 6 0.0% 423 +104 New Q4 2025 Feb 12, 2026
Missouri Trust & Investment Co History No change 104 6 0.0% 0.0% 420 0 0.0% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History No change 108 6 0.0% 0.0% 422 0 0.0% Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 100 5 0.0% 0.0% 424 0 0.0% Q4 2025 Feb 12, 2026
HHM Wealth Advisors, LLC History No change 100 5 0.0% 0.0% 425 0 0.0% Q4 2025 Jan 22, 2026
Elyxium Wealth, LLC History New 68 4 0.0% 433 +68 New Q4 2025 Feb 05, 2026
Motiv8 Investments LLC History New 63 4 0.0% 432 +63 New Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 75 4 0.0% 0.0% 429 +31 70.45% Q4 2025 Jan 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 80 4 0.0% 0.0% 426 +16 25.0% Q4 2025 Jan 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 78 4 0.0% 0.0% 427 +4 5.41% Q4 2025 Feb 03, 2026
Altshuler Shaham Ltd History Reduced 75 4 0.0% 0.0% 428 -3 -3.85% Q4 2025 Feb 17, 2026
Private Wealth Management Group, LLC History Reduced 72 4 0.0% 0.0% 431 -2 -2.7% Q4 2025 Jan 23, 2026
ORG Partners LLC History No change 70 4 0.0% 0.0% 430 0 0.0% Q4 2025 Jan 14, 2026
Sunbelt Securities, Inc. History Reduced 58 3 0.0% 0.0% 435 -180 -75.63% Q4 2025 Feb 20, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 54 3 0.0% 0.0% 434 0 0.0% Q4 2025 Jan 26, 2026
Cape Investment Advisory, Inc. History No change 57 3 0.0% 0.0% 436 0 0.0% Q4 2025 Feb 17, 2026
Investors Portfolio Services LLC History New 49 2 0.0% 442 +49 New Q4 2025 Feb 09, 2026
Battery Global Advisors, LLC History New 40 2 0.0% 439 +40 New Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 35 2 0.0% 441 +35 New Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History New 34 2 0.0% 438 +34 New Q4 2025 Jan 23, 2026
Keating Financial Advisory Services, Inc. History New 34 2 0.0% 443 +34 New Q4 2025 Feb 09, 2026
Physician Wealth Advisors, Inc. History Reduced 38 2 0.0% 0.0% 440 -2 -5.0% Q4 2025 Jan 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 42 2 0.0% 0.0% 437 0 0.0% Q4 2025 Feb 06, 2026
OPTIMA CAPITAL LLC History New 33 1 0.0% 454 +33 New Q4 2025 Jan 23, 2026
POM Investment Strategies, LLC History New 27 1 0.0% 449 +27 New Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History New 20 1 0.0% 446 +20 New Q4 2025 Feb 05, 2026
Manchester Capital Management LLC History New 18 1 0.0% 445 +18 New Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History Reduced 22 1 0.0% 0.0% 450 -8 -26.67% Q4 2025 Jan 15, 2026
MassMutual Private Wealth & Trust, FSB History No change 26 1 0.0% 0.0% 444 0 0.0% Q4 2025 Jan 07, 2026
Salomon & Ludwin, LLC History No change 18 1 0.0% 447 0 0.0% Q4 2025 Jan 28, 2026
CVA Family Office, LLC History No change 23 1 0.0% 0.0% 448 0 0.0% Q4 2025 Jan 12, 2026
Park Place Capital Corp History No change 22 1 0.0% 0.0% 451 0 0.0% Q4 2025 Jan 09, 2026
DiNuzzo Private Wealth, Inc. History No change 22 1 0.0% 0.0% 452 0 0.0% Q4 2025 Jan 16, 2026
Wiser Advisor Group LLC History No change 26 1 0.0% 0.0% 453 0 0.0% Q4 2025 Feb 09, 2026
Allianz Asset Management GmbH History Closed out 0 0 0.01% -134,871 -100.0% Q3 2025 Nov 04, 2025
Abacus FCF Advisors LLC History Closed out 0 0 0.96% -125,838 -100.0% Q3 2025 Oct 20, 2025
Informed Momentum Co LLC History Closed out 0 0 0.4% -61,454 -100.0% Q3 2025 Nov 14, 2025
Weiss Asset Management LP History Closed out 0 0 0.98% -48,990 -100.0% Q3 2025 Feb 17, 2026
Mariner, LLC History Closed out 0 0 0.0% -40,388 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.02% -33,217 -100.0% Q3 2025 Nov 13, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -19,220 -100.0% Q3 2025 Nov 13, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -15,966 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.02% -15,640 -100.0% Q3 2025 Oct 14, 2025
SIERRA SUMMIT ADVISORS LLC History Closed out 0 0 0.13% -15,003 -100.0% Q3 2025 Nov 12, 2025
Fluent Financial, LLC History Closed out 0 0 0.31% -13,957 -100.0% Q3 2025 Oct 10, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -8,320 -100.0% Q3 2025 Nov 14, 2025
Rafferty Asset Management, LLC History Closed out 0 0 0.0% -7,792 -100.0% Q3 2025 Nov 12, 2025
Perbak Capital Partners LLP History Closed out 0 0 0.08% -7,548 -100.0% Q3 2025 Nov 13, 2025
Burns Matteson Capital Management, LLC History Closed out 0 0 0.17% -7,427 -100.0% Q3 2025 Oct 16, 2025
Lindenwold Advisors, INC History Closed out 0 0 0.15% -5,359 -100.0% Q3 2025 Dec 16, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -5,304 -100.0% Q3 2025 Nov 14, 2025
Requisite Capital Management, LLC History Closed out 0 0 0.05% -4,760 -100.0% Q3 2025 Nov 12, 2025
Beirne Wealth Consulting Services, LLC History Closed out 0 0 0.05% -3,788 -100.0% Q3 2025 Nov 07, 2025
Trust Point Inc. History Closed out 0 0 0.02% -3,582 -100.0% Q3 2025 Oct 10, 2025
HB Wealth Management, LLC History Closed out 0 0 0.0% -3,549 -100.0% Q3 2025 Oct 23, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -2,259 -100.0% Q3 2025 Nov 12, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -2,141 -100.0% Q3 2025 Nov 13, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.01% -1,236 -100.0% Q3 2025 Nov 13, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -647 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -566 -100.0% Q3 2025 Oct 21, 2025
Groupe la Francaise History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 13, 2025
Quarry LP History Closed out 0 0 0.0% -154 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -148 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -120 -100.0% Q3 2025 Nov 06, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -114 -100.0% Q3 2025 Nov 14, 2025
Cherry Tree Wealth Management, LLC History Closed out 0 0 0.0% -96 -100.0% Q3 2025 Nov 24, 2025
Marquette Asset Management, LLC History Closed out 0 0 0.0% -47 -100.0% Q3 2025 Oct 24, 2025
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 0.0% -40 -100.0% Q3 2025 Oct 09, 2025
SouthState Bank Corp History Closed out 0 0 0.0% -26 -100.0% Q3 2025 Nov 05, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -24 -100.0% Q3 2025 Nov 03, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -19 -100.0% Q3 2025 Oct 07, 2025
Pinnacle Wealth Planning Services, Inc. History New 16 0 +16 New Q4 2025 Feb 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 10 0 +10 New Q4 2025 Jan 20, 2026
Cornerstone Financial Management LLC History New 10 0 +10 New Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History New 9 0 +9 New Q4 2025 Jan 30, 2026
USA FINANCIAL FORMULAS History New 9 0 +9 New Q4 2025 Jan 14, 2026
Sound Income Strategies, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Oct 10, 2025
United Financial Planning Group LLC History New 6 0 +6 New Q4 2025 Feb 11, 2026
Bay Harbor Wealth Management, LLC History Added to 9 0 +2 28.57% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History Added to 11 0 +2 22.22% Q4 2025 Jan 12, 2026
TORONTO DOMINION BANK History New 1 0 +1 New Q4 2025 Feb 17, 2026
Principia Wealth Advisory, LLC History New 1 0 +1 New Q4 2025 Feb 10, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
AdvisorNet Financial, Inc History No change 8 0 0 0.0% Q4 2025 Jan 20, 2026
Asset Dedication, LLC History No change 10 0 0 0.0% Q4 2025 Jan 26, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4 0 0 0.0% Q4 2025 Feb 23, 2026
Bogart Wealth, LLC History No change 9 0 0 0.0% Q4 2025 Jan 30, 2026
SJS Investment Consulting Inc. History No change 12 0 0 0.0% Q4 2025 Jan 21, 2026
Turning Point Benefit Group, Inc. History No change 2 0 0 0.0% Q4 2025 Jan 30, 2026
HFM Investment Advisors, LLC History No change 9 0 0 0.0% Q4 2025 Feb 05, 2026