PEAPACK GLADSTONE FINANCIAL CORP - PGC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,564,265 | 43,564 | 0.0% | 0.0% | 1 | +15,602 | 1.01% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,020,509 | 28,421 | 0.01% | 0.01% | 2 | -43,739 | -4.11% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 966,585 | 26,919 | 0.0% | 0.0% | 3 | -7,938 | -0.81% | Q4 2025 | Jan 29, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 685,605 | 19,094 | 1.32% | 0.69% | 4 | +329,570 | 92.57% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 674,003 | 18,770 | 0.0% | 0.01% | 5 | -464,720 | -40.81% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 557,138 | 15,516 | 0.2% | 0.21% | 6 | -21,144 | -3.66% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Added to | 549,447 | 15,302 | 0.0% | 0.0% | 7 | +31,917 | 6.17% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 480,629 | 13,385 | 0.02% | 0.02% | 8 | -57,856 | -10.74% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 452,521 | 12,604 | 0.0% | 0.0% | 9 | +5,260 | 1.18% | Q4 2025 | Feb 09, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 378,416 | 10,538 | 7.21% | 7.43% | 10 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 343,828 | 9,575 | 0.0% | 0.0% | 11 | +14,269 | 4.33% | Q4 2025 | Feb 13, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 297,747 | 8,292 | 1.64% | 1.52% | 12 | -17,352 | -5.51% | Q4 2025 | Feb 12, 2026 |
| SALZHAUER MICHAEL | History | Added to | 269,242 | 7,498 | 3.07% | 3.37% | 13 | +14,612 | 5.74% | Q4 2025 | Feb 02, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 231,880 | 6,457 | 0.02% | 0.02% | 14 | -3,500 | -1.49% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 223,152 | 6,214 | 0.01% | 0.01% | 15 | +66,249 | 42.22% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 203,014 | 5,654 | 0.09% | 0.05% | 16 | +92,835 | 84.26% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 143,306 | 3,991 | 0.0% | 0.0% | 17 | +71,932 | 100.78% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 138,006 | 3,843 | 0.0% | 0.0% | 18 | +48,330 | 53.89% | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 133,615 | 3,721 | 0.0% | 0.0% | 19 | +77,605 | 138.56% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 133,129 | 3,707 | 0.0% | 0.0% | 20 | -6,788 | -4.85% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 131,952 | 3,674 | 0.0% | 0.0% | 21 | -61 | -0.05% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 125,348 | 3,490 | 0.0% | 0.0% | 22 | +46,825 | 59.63% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 121,420 | 3,381 | 0.01% | 0.01% | 23 | +25,100 | 26.06% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 112,653 | 3,137 | 0.07% | 0.06% | 24 | +2,988 | 2.72% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 108,782 | 3,029 | 0.0% | 0.0% | 25 | +78,135 | 254.95% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 103,164 | 2,873 | 0.0% | 0.0% | 26 | -8,164 | -7.33% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 96,242 | 2,680 | 0.02% | 0.03% | 27 | +6,814 | 7.62% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 87,603 | 2,438 | 0.0% | 0.0% | 28 | +5,854 | 7.16% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 85,016 | 2,367 | 0.01% | 0.01% | 29 | +6,382 | 8.12% | Q4 2025 | Jan 30, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 83,204 | 2,317 | 0.0% | 0.0% | 30 | +17,324 | 26.3% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 78,073 | 2,174 | 0.0% | 0.0% | 31 | +46,267 | 145.47% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 71,628 | 1,994 | 0.01% | 0.0% | 32 | +60,183 | 525.85% | Q4 2025 | Feb 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 70,567 | 1,965 | 0.0% | — | 33 | +70,567 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 69,759 | 1,942 | 0.0% | 0.0% | 34 | +19,119 | 37.75% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 65,766 | 1,831 | 0.0% | 0.0% | 35 | +500 | 0.77% | Q4 2025 | Feb 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 63,310 | 1,763 | 0.02% | 0.02% | 36 | +3,200 | 5.32% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 59,431 | 1,655 | 0.0% | 0.0% | 37 | -73,075 | -55.15% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 57,079 | 1,589 | 0.0% | 0.0% | 38 | -1,847 | -3.13% | Q4 2025 | Feb 13, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 55,000 | 1,560 | 0.09% | 0.1% | 39 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Nuveen, LLC | History | Reduced | 52,387 | 1,458 | 0.0% | 0.0% | 40 | -20,070 | -27.7% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 48,111 | 1,339 | 0.0% | 0.0% | 41 | -20 | -0.04% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 47,297 | 1,317 | 0.0% | 0.0% | 42 | +10,100 | 27.15% | Q4 2025 | Feb 17, 2026 |
| PL Capital Advisors, LLC | History | New | 45,500 | 1,267 | 0.4% | — | 43 | +45,500 | New | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 43,632 | 1,215 | 0.0% | 0.0% | 44 | +26,708 | 157.81% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 43,378 | 1,208 | 0.0% | 0.0% | 45 | -35,838 | -45.24% | Q4 2025 | Feb 10, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 42,122 | 1,173 | 0.0% | — | 46 | +42,122 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 40,851 | 1,137 | 0.0% | 0.0% | 47 | +21,279 | 108.72% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 40,150 | 1,118 | 0.0% | 0.0% | 48 | +850 | 2.16% | Q4 2025 | Feb 13, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Added to | 39,677 | 1,105 | 0.33% | 0.26% | 49 | +15,400 | 63.43% | Q4 2025 | Feb 18, 2026 |
| Oppenheimer & Close, LLC | History | No change | 39,250 | 1,093 | 0.74% | 0.73% | 50 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 38,117 | 1,061 | 0.0% | 0.0% | 51 | +27,149 | 247.53% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 35,040 | 975 | 0.0% | 0.0% | 52 | +8,508 | 32.07% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 33,135 | 922 | 0.0% | 0.0% | 53 | -80,005 | -70.71% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Added to | 31,834 | 886 | 0.01% | 0.01% | 54 | +3,020 | 10.48% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 31,559 | 878 | 0.0% | 0.0% | 55 | -4,188 | -11.72% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 30,716 | 855 | 0.0% | 0.0% | 56 | -40,378 | -56.8% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 30,636 | 853 | 0.0% | 0.0% | 57 | -21,076 | -40.76% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 30,229 | 841 | 0.0% | 0.0% | 58 | -5,820 | -16.14% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 29,275 | 815 | 0.0% | 0.0% | 59 | +6,007 | 25.82% | Q4 2025 | Feb 11, 2026 |
| Swiss National Bank | History | No change | 29,000 | 807 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 28,886 | 804 | 0.0% | 0.0% | 61 | +15,950 | 123.3% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 28,327 | 788 | 0.0% | — | 62 | +28,327 | New | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 27,959 | 778 | 0.44% | 0.45% | 63 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cannell & Spears LLC | History | No change | 27,915 | 777 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 27,474 | 765 | 0.0% | 0.0% | 65 | -3,624 | -11.65% | Q4 2025 | Feb 19, 2026 |
| Squarepoint Ops LLC | History | Reduced | 27,234 | 758 | 0.0% | 0.0% | 66 | -9,804 | -26.47% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 24,687 | 687 | 0.0% | 0.0% | 67 | +12 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 24,146 | 672 | 0.0% | 0.0% | 68 | -3,435 | -12.45% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 23,599 | 657 | 0.01% | — | 69 | +23,599 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 22,815 | 635 | 0.04% | 0.02% | 70 | +10,218 | 81.11% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 22,510 | 626 | 0.0% | 0.0% | 71 | +4,977 | 28.39% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,639 | 574 | 0.0% | 0.0% | 72 | -3,475 | -14.41% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 20,400 | 568 | 0.0% | 0.0% | 73 | +1,100 | 5.7% | Q4 2025 | Feb 02, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 20,000 | 557 | 0.0% | 0.0% | 74 | +5,000 | 33.33% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,018 | 529 | 0.0% | 0.0% | 75 | +5,755 | 43.39% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 18,438 | 514 | 0.0% | 0.0% | 76 | +1,710 | 10.22% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,914 | 498 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 17,343 | 483 | 0.0% | 0.0% | 78 | +938 | 5.72% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | Reduced | 16,115 | 448 | 0.05% | 0.08% | 79 | -4,975 | -23.59% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 15,535 | 432 | 0.0% | 0.0% | 80 | +3,176 | 25.7% | Q4 2025 | Jan 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,300 | 426 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Greenwich Wealth Management LLC | History | New | 15,000 | 418 | 0.02% | — | 82 | +15,000 | New | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 14,977 | 417 | 0.0% | 0.0% | 83 | -98 | -0.65% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 14,869 | 414 | 0.0% | 0.0% | 84 | -6,799 | -31.38% | Q4 2025 | Jan 29, 2026 |
| Polymer Capital Management (US) LLC | History | New | 14,019 | 390 | 0.04% | — | 85 | +14,019 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 13,921 | 387 | 0.0% | 0.0% | 86 | -226 | -1.6% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 13,864 | 386 | 0.03% | 0.04% | 87 | +2,617 | 23.27% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 13,475 | 375 | 0.0% | 0.02% | 88 | -569,407 | -97.69% | Q4 2025 | Feb 13, 2026 |
| Elk River Wealth Management LLC | History | No change | 12,900 | 359 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 12,863 | 358 | 0.0% | 0.0% | 90 | -106 | -0.82% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,299 | 342 | 0.0% | 0.0% | 91 | +780 | 6.77% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | New | 11,864 | 330 | 0.0% | — | 92 | +11,864 | New | Q4 2025 | Jan 09, 2026 |
| Magnetar Financial LLC | History | New | 11,742 | 327 | 0.0% | — | 93 | +11,742 | New | Q4 2025 | Feb 17, 2026 |
| Azora Capital LP | History | Added to | 11,058 | 307 | 0.02% | 0.01% | 94 | +431 | 4.06% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 10,634 | 296 | 0.0% | 0.0% | 95 | -2,084 | -16.39% | Q4 2025 | Feb 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 10,339 | 287 | 0.02% | 0.02% | 96 | -6 | -0.06% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 10,175 | 283 | 0.01% | — | 97 | +10,175 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,998 | 278 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Added to | 9,530 | 265 | 0.01% | 0.0% | 99 | +4,290 | 81.87% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 9,454 | 263 | 0.0% | 0.0% | 100 | +4,247 | 81.56% | Q4 2025 | Jan 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 9,000 | 250 | 0.0% | — | 101 | +9,000 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 8,650 | 241 | 0.0% | — | 102 | +8,650 | New | Q4 2025 | Mar 20, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 8,516 | 237 | 0.01% | — | 103 | +8,516 | New | Q4 2025 | Feb 13, 2026 |
| PharVision Advisers, LLC | History | New | 7,770 | 216 | 0.11% | — | 104 | +7,770 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,719 | 214 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 7,641 | 212 | 0.0% | — | 106 | +7,641 | New | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | New | 7,536 | 209 | 0.02% | — | 107 | +7,536 | New | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,459 | 207 | 0.0% | 0.0% | 108 | -119 | -1.57% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 7,400 | 206 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 7,384 | 205 | 0.0% | — | 110 | +7,384 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,471 | 152 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,020 | 139 | 0.0% | 0.0% | 112 | +604 | 13.68% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 4,324 | 120 | 0.0% | 0.0% | 113 | -2,272 | -34.45% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 3,768 | 104 | 0.0% | 0.0% | 114 | +3,059 | 431.45% | Q4 2025 | Jan 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 3,597 | 100 | 0.0% | 0.0% | 115 | -1,337 | -27.1% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,542 | 98 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,447 | 68 | 0.0% | 0.0% | 117 | +267 | 12.25% | Q4 2025 | Jan 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,974 | 54 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,919 | 53 | 0.0% | 0.0% | 119 | +387 | 25.26% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,700 | 47 | 0.0% | 0.0% | 120 | -486 | -22.23% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,338 | 37 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,231 | 34 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,082 | 30 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 809 | 22 | 0.0% | 0.0% | 124 | +219 | 37.12% | Q4 2025 | Jan 08, 2026 |
| Spire Wealth Management | History | No change | 821 | 22 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 739 | 21 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 723 | 20 | 0.0% | — | 127 | +723 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 677 | 18 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 584 | 16 | 0.0% | 0.0% | 129 | -80 | -12.05% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 574 | 15 | 0.0% | 0.0% | 130 | +276 | 92.62% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 503 | 14 | 0.0% | 0.0% | 131 | -115 | -18.61% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 470 | 13 | 0.0% | 0.0% | 132 | -42 | -8.2% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 446 | 12 | 0.0% | 0.0% | 134 | -39 | -8.04% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 244 | 6 | 0.0% | 0.0% | 137 | +96 | 64.86% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 229 | 6 | 0.0% | 0.0% | 136 | +48 | 26.52% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 227 | 6 | 0.0% | 0.0% | 135 | -24 | -9.56% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 207 | 5 | 0.0% | 0.0% | 139 | -2,460 | -92.24% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | New | 194 | 5 | 0.0% | — | 138 | +194 | New | Q4 2025 | Jan 20, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 173 | 4 | 0.0% | 0.0% | 140 | -1,707 | -90.8% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 127 | 3 | 0.0% | — | 141 | +127 | New | Q4 2025 | Feb 05, 2026 |
| Optiver Holding B.V. | History | No change | 128 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 88 | 2 | 0.0% | — | 144 | +88 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 79 | 2 | 0.0% | 0.0% | 145 | +23 | 41.07% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | No change | 56 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 36 | 1 | 0.0% | — | 148 | +36 | New | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | Added to | 61 | 1 | 0.0% | 0.0% | 147 | +15 | 32.61% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 61 | 1 | 0.0% | 0.0% | 149 | -14 | -18.67% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 50 | 1 | 0.0% | 0.0% | 146 | +2 | 4.17% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -65,771 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,738 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,441 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -16,906 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,472 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,775 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,493 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,199 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,381 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -485 | -99.39% | Q4 2025 | Feb 09, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Covestor Ltd | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 3 | 0 | — | — | — | -4 | -57.14% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |