PHINIA INC. - PHIN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 35 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 5,746,970 360,277 0.01% 0.01% 1 +80,022 1.41% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 4,510,133 282,740 0.0% 0.0% 2 +44,599 1.0% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,301,996 144,314 0.03% 0.03% 3 +45,214 2.0% Q4 2025 Feb 12, 2026
Voss Capital, LP History Added to 1,727,468 108,294 5.2% 4.76% 4 +47,468 2.83% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,610,005 100,931 0.05% 0.05% 5 -31,911 -1.94% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,525,245 95,617 0.0% 0.0% 6 -40,411 -2.58% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History Reduced 1,341,734 84,113 0.18% 0.17% 7 -22,800 -1.67% Q4 2025 Feb 06, 2026
FMR LLC History Added to 1,278,447 80,145 0.0% 0.0% 8 +625,351 95.75% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,139,519 71,446 0.0% 0.0% 9 -9,554 -0.83% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 944,094 59,185 0.01% 0.01% 10 -338,659 -26.4% Q4 2025 Mar 25, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 704,153 44,143 0.01% 0.01% 11 -8,057 -1.13% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 670,346 42,024 0.0% 0.0% 12 -42,242 -5.93% Q4 2025 Feb 13, 2026
Freestone Grove Partners LP History Added to 557,097 34,924 0.25% 0.02% 13 +514,442 1206.05% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 550,567 34,515 0.02% 0.01% 14 +401,554 269.48% Q4 2025 Feb 13, 2026
ION Fund Management Ltd History New 515,000 32,285 3.77% 15 +515,000 New Q4 2025 Feb 17, 2026
UBS Group AG History Added to 498,738 31,265 0.01% 0.0% 16 +32,685 7.01% Q4 2025 Jan 29, 2026
Invesco Ltd. History Added to 469,567 29,437 0.0% 0.0% 17 +35,835 8.26% Q4 2025 Feb 19, 2026
NORTHERN TRUST CORP History Reduced 443,572 27,807 0.0% 0.0% 18 -26,327 -5.6% Q4 2025 Feb 17, 2026
Lodge Hill Capital, LLC History Added to 432,330 27,102 5.12% 3.77% 19 +65,000 17.7% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 395,345 24,784 0.09% 0.1% 20 -20,983 -5.04% Q4 2025 Jan 28, 2026
Bank of New York Mellon Corp History Added to 389,958 24,446 0.0% 0.0% 21 +23,850 6.51% Q4 2025 Feb 10, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 367,128 23,015 0.0% 0.0% 22 +3,039 0.83% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 350,139 21,950 0.46% 0.44% 23 -6,193 -1.74% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 346,131 21,698 0.02% 0.02% 24 -32,346 -8.55% Q4 2025 Feb 17, 2026
Prevatt Capital Ltd History New 320,000 20,060 5.8% 25 +320,000 New Q4 2025 Feb 17, 2026
Medina Value Partners, LLC History Reduced 299,950 18,803 4.39% 4.89% 26 -64,194 -17.63% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 292,671 18,347 0.0% 0.0% 27 -66,758 -18.57% Q4 2025 Feb 11, 2026
ADVISORY RESEARCH INC History Reduced 269,625 16,902 2.12% 2.07% 28 -4,305 -1.57% Q4 2025 Feb 13, 2026
BANYAN CAPITAL MANAGEMENT, INC. History Reduced 259,902 16,293 7.08% 6.81% 29 -1,116 -0.43% Q4 2025 Feb 02, 2026
HEARTLAND ADVISORS INC History Reduced 257,000 16,111 0.87% 0.78% 30 -18 -0.01% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 245,393 15,383 0.0% 0.0% 31 -54,013 -18.04% Q4 2025 Feb 17, 2026
HITE Hedge Asset Management LLC History Reduced 241,116 15,115 0.96% 0.87% 32 -36,412 -13.12% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 221,619 13,893 0.01% 0.01% 33 +8,400 3.94% Q4 2025 Feb 02, 2026
Russell Investments Group, Ltd. History Reduced 205,243 12,866 0.01% 0.01% 34 -320 -0.16% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Added to 201,174 12,611 0.26% 0.21% 35 +18,274 9.99% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 201,129 12,608 0.01% 0.01% 36 +1,013 0.51% Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Added to 178,499 11,190 0.19% 0.1% 37 +6,907 4.03% Q4 2025 Feb 18, 2026
Engine Capital Management, LP History No change 170,622 10,696 1.48% 1.16% 38 0 0.0% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 167,138 10,477 0.04% 0.04% 39 -5,409 -3.13% Q4 2025 Feb 13, 2026
KESTREL INVESTMENT MANAGEMENT CORP History Reduced 165,400 10,370 5.88% 5.55% 40 -5,900 -3.44% Q4 2025 Feb 03, 2026
AMERIPRISE FINANCIAL INC History Added to 164,042 10,283 0.0% 0.0% 41 +35,672 27.79% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 153,275 9,610 0.01% 0.01% 42 +26,709 21.1% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 151,741 9,512 0.01% 0.01% 43 -18,839 -11.04% Q4 2025 Feb 17, 2026
Atom Investors LP History Added to 149,138 9,349 0.74% 0.42% 44 +51,937 53.43% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 140,240 8,791 0.03% 0.03% 45 +937 0.67% Q4 2025 Feb 17, 2026
ARIEL INVESTMENTS, LLC History Reduced 140,144 8,785 0.09% 0.09% 46 -8 -0.01% Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History New 137,800 8,638 0.24% 47 +137,800 New Q4 2025 Feb 10, 2026
Brandywine Global Investment Management, LLC History New 133,554 8,372 0.06% 48 +133,554 New Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Reduced 129,748 8,133 0.0% 0.0% 49 -120,014 -48.05% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 125,023 7,838 0.0% 0.0% 50 +8,851 7.62% Q4 2025 Feb 17, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 124,299 7,792 0.02% 0.02% 51 +3,850 3.2% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 121,954 7,652 0.01% 0.01% 52 -197 -0.16% Q4 2025 Jan 28, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 119,432 7,487 0.07% 0.01% 53 +103,162 634.06% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 113,907 7,140 0.01% 0.01% 54 -5,385 -4.51% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 107,069 6,712 0.01% 0.01% 55 +4,374 4.26% Q4 2025 Feb 13, 2026
ExodusPoint Capital Management, LP History New 105,766 6,630 0.05% 56 +105,766 New Q4 2025 Feb 17, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 104,097 6,525 0.2% 0.26% 57 -44,933 -30.15% Q4 2025 Jan 28, 2026
Legal & General Group Plc History Reduced 100,145 6,278 0.0% 0.0% 58 -5,553 -5.25% Q4 2025 Feb 09, 2026
BARCLAYS PLC History Added to 99,847 6,259 0.0% 0.0% 59 +43,926 78.55% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 95,479 5,985 0.02% 0.02% 60 -1,659 -1.71% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 91,675 5,805 0.0% 61 +91,675 New Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 92,332 5,788 0.0% 0.0% 62 -1,937 -2.05% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 88,490 5,547 0.0% 0.0% 63 -67,776 -43.37% Q4 2025 Feb 17, 2026
Swiss National Bank History Reduced 76,716 4,809 0.0% 0.0% 64 -500 -0.65% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 75,898 4,758 0.03% 0.03% 65 -19,221 -20.21% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 73,095 4,582 0.01% 0.01% 66 +24,290 49.77% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 72,726 4,559 0.0% 0.0% 67 +412 0.57% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 72,500 4,545 0.01% 0.0% 68 +29,300 67.82% Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History Added to 67,800 4,250 0.04% 0.04% 69 +3,560 5.54% Q4 2025 Feb 05, 2026
Swedbank AB History No change 66,752 4,184 0.0% 0.0% 70 0 0.0% Q4 2025 Feb 09, 2026
GREAT LAKES ADVISORS, LLC History Reduced 64,743 4,058 0.03% 0.04% 71 -18,943 -22.64% Q4 2025 Feb 12, 2026
Trexquant Investment LP History Reduced 64,395 4,036 0.04% 0.05% 72 -27,251 -29.74% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 63,700 3,993 0.03% 73 +63,700 New Q4 2025 Feb 05, 2026
HANCOCK WHITNEY CORP History Added to 63,326 3,969 0.07% 0.07% 74 +683 1.09% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 60,836 3,813 0.01% 75 +60,836 New Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 60,056 3,765 0.01% 0.01% 76 -673 -1.11% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 56,818 3,561 0.0% 0.0% 77 +645 1.15% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 56,245 3,525 0.0% 0.0% 78 +13,784 32.46% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 55,991 3,510 0.01% 0.0% 79 +54,970 5383.94% Q4 2025 Feb 05, 2026
FIRST TRUST ADVISORS LP History Reduced 55,490 3,478 0.0% 0.02% 80 -354,905 -86.48% Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History New 53,738 3,368 0.01% 81 +53,738 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 53,371 3,345 0.0% 0.0% 82 -158 -0.3% Q4 2025 Feb 17, 2026
Knights of Columbus Asset Advisors LLC History Reduced 48,677 3,051 0.17% 0.17% 83 -1,643 -3.27% Q4 2025 Feb 09, 2026
CAXTON ASSOCIATES LLP History No change 46,065 2,887 0.06% 0.06% 84 0 0.0% Q4 2025 Feb 13, 2026
Hudson Bay Capital Management LP History Reduced 45,988 2,882 0.01% 0.01% 85 -20,635 -30.97% Q4 2025 Feb 13, 2026
ABS Direct Equity Fund LLC History Reduced 45,000 2,821 3.36% 4.11% 86 -5,000 -10.0% Q4 2025 Jan 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 44,352 2,780 0.0% 0.0% 87 +17,685 66.32% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 43,299 2,714 0.01% 0.01% 88 -7,640 -15.0% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Reduced 42,998 2,695 0.03% 0.03% 89 -11,292 -20.8% Q4 2025 Feb 09, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 41,990 2,632 0.25% 0.24% 90 -959 -2.23% Q4 2025 Jan 23, 2026
ALGERT GLOBAL LLC History Added to 41,578 2,607 0.04% 0.04% 91 +1,780 4.47% Q4 2025 Feb 17, 2026
Ballast Asset Management, LP History Reduced 41,122 2,577 1.22% 1.12% 92 -1,435 -3.37% Q4 2025 Feb 09, 2026
CWA Asset Management Group, LLC History Added to 40,008 2,508 0.09% 0.08% 93 +977 2.5% Q4 2025 Jan 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 37,826 2,371 0.0% 0.0% 94 +918 2.49% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History Added to 37,447 2,347 0.05% 0.03% 95 +14,066 60.16% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Reduced 36,099 2,263 0.01% 0.01% 96 -23,533 -39.46% Q4 2025 Feb 12, 2026
Rock Creek Group, LP History Reduced 35,000 2,194 0.25% 0.24% 97 -5,000 -12.5% Q4 2025 Feb 10, 2026
Creative Planning History Added to 33,859 2,122 0.0% 0.0% 98 +18,950 127.1% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 33,309 2,088 0.0% 0.0% 99 -1,253 -3.63% Q4 2025 Feb 12, 2026
Villanova Investment Management Co LLC History Reduced 33,136 2,077 1.46% 1.83% 100 -12,830 -27.91% Q4 2025 Feb 26, 2026
MEEDER ASSET MANAGEMENT INC History Added to 32,140 2,014 0.11% 0.01% 101 +30,480 1836.14% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History Reduced 30,229 1,895 0.0% 0.0% 102 -5,220 -14.73% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Added to 27,704 1,736 0.0% 0.0% 103 +15,203 121.61% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 27,559 1,727 0.0% 0.0% 104 -7,611 -21.64% Q4 2025 Jan 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 26,416 1,656 0.0% 0.0% 105 -1,651 -5.88% Q4 2025 Feb 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 25,198 1,579 0.0% 0.0% 106 +15,557 161.36% Q4 2025 Feb 10, 2026
Holocene Advisors, LP History Reduced 25,030 1,569 0.0% 0.01% 107 -80,259 -76.23% Q4 2025 Feb 17, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History Reduced 23,507 1,473 0.57% 0.81% 108 -12,000 -33.8% Q4 2025 Feb 13, 2026
Advisors Preferred, LLC History New 22,645 1,463 0.24% 109 +22,645 New Q4 2025 Feb 02, 2026
Quantinno Capital Management LP History Added to 23,293 1,460 0.0% 0.0% 110 +3,138 15.57% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 21,946 1,375 0.02% 0.02% 111 -127 -0.58% Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Reduced 21,599 1,354 0.01% 0.01% 113 -1,284 -5.61% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Reduced 21,627 1,354 0.01% 0.01% 112 -9 -0.04% Q4 2025 Jan 23, 2026
Mariner, LLC History Reduced 20,911 1,311 0.0% 0.0% 114 -1,397 -6.26% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 20,757 1,301 0.02% 0.03% 115 -6,468 -23.76% Q4 2025 Jan 23, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 20,267 1,270 0.0% 0.0% 116 +15,240 303.16% Q4 2025 Feb 17, 2026
Illinois Municipal Retirement Fund History Reduced 19,737 1,237 0.02% 0.02% 117 -1,294 -6.15% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History Added to 19,400 1,216 0.0% 0.0% 118 +300 1.57% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 18,000 1,127 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 17,783 1,114 0.0% 120 +17,783 New Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 17,717 1,111 0.0% 0.0% 121 +3,749 26.84% Q4 2025 Jan 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 17,667 1,107 0.0% 0.0% 122 -241 -1.35% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 17,600 1,103 0.02% 0.02% 123 -300 -1.68% Q4 2025 Jan 16, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 17,182 1,077 0.0% 0.0% 124 +19 0.11% Q4 2025 Jan 15, 2026
US BANCORP \DE\ History Reduced 17,051 1,068 0.0% 0.0% 125 -263 -1.52% Q4 2025 Jan 30, 2026
Verition Fund Management LLC History Reduced 16,600 1,040 0.0% 0.01% 126 -28,226 -62.97% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History New 16,452 1,031 0.0% 127 +16,452 New Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 16,313 1,022 0.01% 0.0% 128 +11,565 243.58% Q4 2025 Jan 29, 2026
Weiss Asset Management LP History New 16,213 1,016 0.01% 129 +16,213 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 16,197 1,015 0.03% 130 +16,197 New Q4 2025 Feb 17, 2026
SkyView Investment Advisors, LLC History Reduced 15,744 987 0.12% 0.11% 131 -30 -0.19% Q4 2025 Feb 18, 2026
STRS OHIO History Reduced 15,600 977 0.0% 0.0% 132 -200 -1.27% Q4 2025 Feb 02, 2026
CITIGROUP INC History Reduced 15,117 947 0.0% 0.0% 133 -3,264 -17.76% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Added to 14,900 934 0.0% 0.0% 134 +4,000 36.7% Q4 2025 Feb 06, 2026
Fractal Investments LLC History Added to 14,900 934 0.13% 0.11% 136 +1,700 12.88% Q4 2025 Jan 27, 2026
KLP KAPITALFORVALTNING AS History Added to 14,900 934 0.0% 0.0% 135 +300 2.05% Q4 2025 Jan 28, 2026
Long Road Investment Counsel, LLC History Added to 14,826 929 0.35% 0.3% 137 +100 0.68% Q4 2025 Feb 04, 2026
Cambria Investment Management, L.P. History New 14,281 895 0.05% 138 +14,281 New Q4 2025 Feb 17, 2026
Elo Mutual Pension Insurance Co History Added to 13,969 875 0.01% 0.01% 139 +1,210 9.48% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History Reduced 12,146 864 0.0% 0.0% 140 -3,097 -20.32% Q4 2025 Feb 18, 2026
COMMERCE BANK History No change 13,647 855 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 13,303 833 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 12, 2026
Versor Investments LP History Added to 12,952 811 0.13% 0.09% 143 +4,752 57.95% Q4 2025 Feb 04, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 12,817 803 0.0% 0.0% 144 0 0.0% Q4 2025 Jan 27, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 12,800 802 0.0% 145 +12,800 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,697 795 0.0% 0.0% 146 0 0.0% Q4 2025 Feb 12, 2026
SEARLE & CO. History No change 12,500 783 0.2% 0.19% 147 0 0.0% Q4 2025 Feb 13, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 12,366 775 0.02% 0.02% 148 -678 -5.2% Q4 2025 Feb 18, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 12,191 764 0.0% 0.0% 149 -672 -5.22% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Reduced 11,415 715 0.01% 0.01% 150 -474 -3.99% Q4 2025 Feb 13, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 11,294 708 0.11% 0.17% 151 -8,156 -41.93% Q4 2025 Feb 11, 2026
Vident Advisory, LLC History Added to 11,286 707 0.01% 0.01% 152 +733 6.95% Q4 2025 Feb 18, 2026
AMALGAMATED BANK History Added to 11,252 705 0.01% 0.0% 153 +237 2.15% Q4 2025 Feb 05, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,408 703 0.01% 0.01% 154 -1,638 -13.6% Q4 2025 Jan 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 10,176 684 0.0% 0.0% 155 +35 0.35% Q4 2025 Jan 08, 2026
Horizon Investments, LLC History Reduced 10,901 683 0.01% 0.01% 156 -2,250 -17.11% Q4 2025 Feb 02, 2026
Arizona State Retirement System History Reduced 10,804 677 0.0% 0.0% 157 -974 -8.27% Q4 2025 Jan 28, 2026
CHICAGO TRUST Co NA History Reduced 10,733 672 0.11% 0.09% 158 -82 -0.76% Q4 2025 Feb 17, 2026
Centiva Capital, LP History New 10,285 644 0.01% 159 +10,285 New Q4 2025 Feb 13, 2026
Old North State Wealth Management, LLC History Added to 10,253 643 0.3% 0.27% 160 +250 2.5% Q4 2025 Jan 23, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 10,216 640 0.01% 0.01% 161 -711 -6.51% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 10,086 632 0.0% 0.0% 162 -304 -2.93% Q4 2025 Feb 10, 2026
Caption Management, LLC History Reduced 10,000 626 0.0% 0.01% 163 -20,000 -66.67% Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 9,517 596 0.0% 0.0% 164 -391 -3.95% Q4 2025 Feb 10, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 9,400 589 0.0% 165 +9,400 New Q4 2025 Feb 17, 2026
State of Wyoming History Added to 9,376 587 0.06% 0.02% 166 +6,806 264.82% Q4 2025 Feb 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 9,290 582 0.0% 0.0% 167 -1,445 -13.46% Q4 2025 Jan 29, 2026
Tidal Investments LLC History New 9,210 577 0.0% 168 +9,210 New Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 9,176 575 0.0% 0.0% 169 -2,379 -20.59% Q4 2025 Jan 29, 2026
Ethic Inc. History Reduced 9,054 567 0.01% 0.01% 170 -4,123 -31.29% Q4 2025 Feb 03, 2026
NOMURA HOLDINGS INC History Added to 9,033 566 0.0% 0.0% 171 +3,331 58.42% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Reduced 9,017 565 0.01% 0.01% 172 -107 -1.17% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 8,889 557 0.0% 0.0% 173 -394 -4.24% Q4 2025 Feb 11, 2026
Vanguard Personalized Indexing Management, LLC History Added to 8,748 548 0.01% 0.01% 175 +207 2.42% Q4 2025 Feb 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 8,748 548 0.01% 0.01% 174 0 0.0% Q4 2025 Feb 04, 2026
GROUP ONE TRADING LLC History Added to 8,490 532 0.0% 0.0% 176 +3,090 57.22% Q4 2025 Feb 12, 2026
Watershed Asset Management, L.L.C. History New 8,303 520 0.49% 177 +8,303 New Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 8,143 502 0.02% 178 +8,143 New Q4 2025 Feb 12, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 7,962 499 0.05% 179 +7,962 New Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 7,774 487 0.0% 0.0% 180 -481 -5.83% Q4 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 7,750 485 0.0% 0.0% 181 +3,145 68.3% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 7,480 468 0.0% 0.0% 182 +3,579 91.75% Q4 2025 Feb 11, 2026
AlphaQuest LLC History Reduced 7,455 467 0.03% 0.17% 183 -39,021 -83.96% Q4 2025 Feb 09, 2026
ProShare Advisors LLC History Added to 7,409 464 0.0% 0.0% 184 +141 1.94% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 7,013 439 0.0% 0.0% 185 -135 -1.89% Q4 2025 Feb 18, 2026
Neuberger Berman Group LLC History Added to 6,914 433 0.0% 0.0% 186 +885 14.68% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 6,884 431 0.0% 0.0% 187 -87 -1.25% Q4 2025 Mar 09, 2026
Focus Partners Wealth History Added to 6,844 429 0.0% 0.0% 188 +644 10.39% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 6,757 423 0.01% 0.01% 189 0 0.0% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 6,746 422 0.0% 0.0% 191 -194 -2.8% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 6,745 422 0.01% 0.0% 190 -103 -1.5% Q4 2025 Feb 02, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 6,698 419 0.0% 0.0% 192 -16,622 -71.28% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 6,537 410 0.0% 193 +6,537 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 6,447 404 0.0% 0.01% 194 -7,857 -54.93% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 6,141 384 0.0% 0.0% 195 -339,367 -98.22% Q4 2025 Feb 12, 2026
Advisors Asset Management, Inc. History Added to 5,932 371 0.01% 0.01% 196 +343 6.14% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History No change 5,916 370 0.0% 0.0% 197 0 0.0% Q4 2025 Jan 29, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 5,816 364 0.05% 0.05% 198 +155 2.74% Q4 2025 Feb 03, 2026
Harvest Fund Management Co., Ltd History Added to 5,790 363 0.01% 0.01% 199 +3,166 120.66% Q4 2025 Feb 11, 2026
Maryland State Retirement & Pension System History No change 5,593 350 0.01% 0.01% 200 0 0.0% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 5,560 348 0.0% 0.0% 201 -1,235 -18.18% Q4 2025 Feb 12, 2026
Optimize Financial Inc History Added to 5,486 343 0.17% 0.16% 202 +76 1.4% Q4 2025 Feb 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 6,579 341 0.0% 0.0% 203 -8,922 -57.56% Q4 2025 Feb 11, 2026
Pathstone Holdings, LLC History New 5,379 337 0.0% 204 +5,379 New Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 5,351 335 0.0% 0.0% 205 -1,434 -21.13% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,040 316 0.0% 0.0% 206 0 0.0% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 4,961 311 0.0% 0.0% 207 +81 1.66% Q4 2025 Feb 11, 2026
MARTINGALE ASSET MANAGEMENT L P History New 4,955 310 0.01% 208 +4,955 New Q4 2025 Feb 13, 2026
iSAM Funds (UK) Ltd History Reduced 4,850 304 0.11% 0.13% 209 -5,797 -54.45% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History New 4,697 294 0.01% 211 +4,697 New Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,702 294 0.0% 0.0% 210 -53 -1.11% Q4 2025 Feb 06, 2026
Amundi History Reduced 4,594 287 0.0% 0.0% 212 -2,528 -35.5% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History New 4,560 285 0.0% 213 +4,560 New Q4 2025 Feb 17, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 4,394 275 0.0% 0.0% 214 +36 0.83% Q4 2025 Feb 10, 2026
Baron Wealth Management LLC History Reduced 4,281 268 0.08% 0.08% 215 -85 -1.95% Q4 2025 Jan 14, 2026
MANGROVE PARTNERS IM, LLC History New 4,236 265 0.02% 216 +4,236 New Q4 2025 Feb 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 4,218 264 0.0% 0.0% 217 0 0.0% Q4 2025 Jan 29, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 4,160 260 0.01% 0.01% 218 -252 -5.71% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 4,037 253 0.0% 219 +4,037 New Q4 2025 Feb 18, 2026
CIBC Asset Management Inc History New 3,980 249 0.0% 220 +3,980 New Q4 2025 Feb 10, 2026
Perbak Capital Partners LLP History Reduced 3,947 247 0.08% 0.11% 221 -6,933 -63.72% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 3,910 245 0.0% 0.0% 222 +83 2.17% Q4 2025 Jan 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 3,785 237 0.0% 223 +3,785 New Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 3,733 234 0.0% 0.0% 224 -117 -3.04% Q4 2025 Feb 17, 2026
Aristides Capital LLC History Reduced 3,659 229 0.04% 0.04% 225 -1,170 -24.23% Q4 2025 Feb 26, 2026
McMillan Office, Inc. History New 3,600 225 0.03% 226 +3,600 New Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,561 223 0.0% 0.0% 227 -5,154 -59.14% Q4 2025 Feb 10, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 3,280 206 0.01% 228 +3,280 New Q4 2025 Feb 03, 2026
One Wealth Advisors, LLC History Reduced 3,278 205 0.03% 0.03% 229 -1,101 -25.14% Q4 2025 Feb 02, 2026
Ameritas Investment Partners, Inc. History No change 3,220 201 0.01% 0.01% 230 0 0.0% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 3,201 200 0.0% 0.0% 231 -50 -1.54% Q4 2025 Feb 17, 2026
Quent Capital, LLC History No change 3,081 193 0.01% 0.01% 232 0 0.0% Q4 2025 Jan 29, 2026
Ensign Peak Advisors, Inc History Reduced 2,806 175 0.0% 0.0% 233 -6,350 -69.35% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,443 153 0.02% 234 +2,443 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,753 109 0.01% 0.01% 235 +13 0.75% Q4 2025 Feb 10, 2026
Central Pacific Bank - Trust Division History No change 1,600 100 0.01% 0.01% 236 0 0.0% Q4 2025 Jan 07, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,464 91 0.0% 0.0% 237 +28 1.95% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History No change 1,458 91 0.0% 0.0% 238 0 0.0% Q4 2025 Jan 05, 2026
KBC Group NV History No change 1,422 89 0.0% 0.0% 239 0 0.0% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 1,413 88 0.0% 0.01% 240 -1,978 -58.33% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 1,374 86 0.0% 0.0% 241 -74 -5.11% Q4 2025 Jan 26, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 1,362 85 0.0% 0.0% 242 -2,962 -68.5% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History New 1,341 84 0.0% 244 +1,341 New Q4 2025 Feb 13, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 1,344 84 0.04% 0.04% 243 +10 0.75% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 1,262 79 0.0% 0.0% 245 +1,214 2529.17% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 979 61 0.0% 0.0% 246 +425 76.71% Q4 2025 Feb 09, 2026
MAI Capital Management History No change 917 57 0.0% 0.0% 247 0 0.0% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History No change 900 56 0.0% 0.0% 248 0 0.0% Q4 2025 Jan 27, 2026
WHITTIER TRUST CO History No change 829 55 0.0% 0.0% 249 0 0.0% Q4 2025 Jan 26, 2026
Steward Partners Investment Advisory, LLC History No change 809 50 0.0% 0.0% 250 0 0.0% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Added to 780 48 0.0% 0.0% 251 +750 2500.0% Q4 2025 Feb 12, 2026
EMC Capital Management History Reduced 742 47 0.02% 0.02% 253 -131 -15.01% Q4 2025 Mar 09, 2026
EverSource Wealth Advisors, LLC History Reduced 756 47 0.0% 0.0% 252 -112 -12.9% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 723 45 0.0% 0.0% 254 0 0.0% Q4 2025 Jan 07, 2026
CX Institutional History Reduced 656 41 0.0% 0.0% 256 -8 -1.2% Q4 2025 Feb 02, 2026
IFP Advisors, Inc History Reduced 669 41 0.0% 0.0% 255 -1 -0.15% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Reduced 644 40 0.0% 0.0% 257 -14 -2.13% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 570 35 0.0% 0.0% 258 0 0.0% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Reduced 544 34 0.0% 0.0% 259 -14 -2.51% Q4 2025 Feb 02, 2026
BNP Paribas Asset Management Holding S.A. History Added to 506 32 0.0% 0.0% 260 +112 28.43% Q4 2025 Feb 13, 2026
Global Trust Asset Management, LLC History Reduced 458 28 0.01% 0.01% 261 -2 -0.43% Q4 2025 Jan 20, 2026
Larson Financial Group LLC History Added to 425 26 0.0% 0.0% 263 +256 151.48% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Reduced 415 26 0.0% 0.0% 262 -23 -5.25% Q4 2025 Jan 20, 2026
Farther Finance Advisors, LLC History Added to 357 22 0.0% 0.0% 265 +19 5.62% Q4 2025 Jan 23, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 349 22 0.0% 0.0% 264 -6 -1.69% Q4 2025 Jan 20, 2026
Rockefeller Capital Management L.P. History Added to 347 21 0.0% 0.0% 267 +86 32.95% Q4 2025 Mar 16, 2026
ASSETMARK, INC History No change 350 21 0.0% 0.0% 266 0 0.0% Q4 2025 Jan 23, 2026
UMB Bank, n.a. History Added to 310 19 0.0% 0.0% 268 +53 20.62% Q4 2025 Feb 13, 2026
Rosenberg Matthew Hamilton History No change 310 19 0.0% 0.0% 269 0 0.0% Q4 2025 Jan 05, 2026
Parallel Advisors, LLC History Added to 293 18 0.0% 0.0% 270 +10 3.53% Q4 2025 Feb 11, 2026
EASTERN BANK History New 277 17 0.0% 271 +277 New Q4 2025 Jan 14, 2026
Colonial Trust Advisors History No change 275 17 0.0% 0.0% 272 0 0.0% Q4 2025 Feb 12, 2026
Investors Research Corp History No change 270 16 0.0% 0.0% 273 0 0.0% Q4 2025 Jan 06, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 216 14 0.0% 0.0% 274 0 0.0% Q4 2025 Jan 26, 2026
Olistico Wealth, LLC History New 212 13 0.01% 275 +212 New Q4 2025 Jan 13, 2026
Allworth Financial LP History New 203 12 0.0% 276 +203 New Q4 2025 Feb 05, 2026
WOLFF WIESE MAGANA LLC History No change 201 12 0.01% 0.01% 277 0 0.0% Q4 2025 Jan 14, 2026
JFS WEALTH ADVISORS, LLC History Added to 176 11 0.0% 0.0% 279 +1 0.57% Q4 2025 Jan 14, 2026
MONTAG A & ASSOCIATES INC History No change 180 11 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 02, 2026
Capital Analysts, LLC History No change 177 11 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History No change 169 10 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 20, 2026
Oakworth Capital, Inc. History Reduced 147 9 0.0% 0.0% 283 -960 -86.72% Q4 2025 Jan 30, 2026
CENTRAL TRUST Co History No change 144 9 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 02, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 154 9 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 09, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History New 131 8 0.0% 285 +131 New Q4 2025 Feb 11, 2026
Torren Management, LLC History New 126 7 0.0% 288 +126 New Q4 2025 Jan 30, 2026
Versant Capital Management, Inc History No change 123 7 0.0% 0.0% 286 0 0.0% Q4 2025 Jan 08, 2026
Private Wealth Asset Management, LLC History No change 120 7 0.0% 0.0% 287 0 0.0% Q4 2025 Feb 10, 2026
SIMPLEX TRADING, LLC History Reduced 99 6 0.0% 0.0% 290 -2,201 -95.7% Q4 2025 Feb 11, 2026
DV Trading LLC History New 100 6 0.0% 291 +100 New Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Added to 103 6 0.0% 0.0% 289 +28 37.33% Q4 2025 Feb 13, 2026
Cromwell Holdings LLC History No change 98 6 0.0% 0.0% 292 0 0.0% Q4 2025 Jan 20, 2026
Dogwood Wealth Management LLC History No change 97 6 0.0% 0.0% 293 0 0.0% Q4 2025 Feb 04, 2026
FEDERATED HERMES, INC. History Reduced 92 5 0.0% 0.0% 294 -227 -71.16% Q4 2025 Feb 12, 2026
WPG Advisers, LLC History Reduced 86 5 0.0% 0.0% 296 -6 -6.52% Q4 2025 Jan 28, 2026
LRI Investments, LLC History No change 85 5 0.0% 0.0% 295 0 0.0% Q4 2025 Feb 04, 2026
Covestor Ltd History Reduced 57 4 0.0% 0.01% 300 -137 -70.62% Q4 2025 Feb 06, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 67 4 0.0% 0.0% 297 0 0.0% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History No change 69 4 0.0% 0.0% 298 0 0.0% Q4 2025 Feb 18, 2026
SITTNER & NELSON, LLC History No change 60 4 0.0% 0.0% 299 0 0.0% Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Added to 53 3 0.0% 302 +50 1666.67% Q4 2025 Feb 03, 2026
Strengthening Families & Communities, LLC History Reduced 53 3 0.0% 0.0% 304 -12 -18.46% Q4 2025 Feb 03, 2026
MCF Advisors LLC History No change 56 3 0.0% 0.0% 301 0 0.0% Q4 2025 Feb 11, 2026
Bell Investment Advisors, Inc History No change 53 3 0.0% 0.0% 303 0 0.0% Q4 2025 Feb 24, 2026
Curat Global, LLC History No change 53 3 0.0% 0.0% 305 0 0.0% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Reduced 33 2 0.0% 0.0% 313 -104 -75.91% Q4 2025 Feb 17, 2026
IMA Advisory Services, Inc. History New 36 2 0.0% 308 +36 New Q4 2025 Feb 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 35 2 0.0% 312 +35 New Q4 2025 Feb 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 34 2 0.0% 309 +34 New Q4 2025 Jan 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 37 2 0.0% 0.0% 307 -23 -38.33% Q4 2025 Feb 10, 2026
High Note Wealth, LLC History Added to 36 2 0.0% 0.0% 311 +4 12.5% Q4 2025 Feb 05, 2026
Wilmington Savings Fund Society, FSB History No change 40 2 0.0% 0.0% 306 0 0.0% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History No change 45 2 0.0% 0.0% 310 0 0.0% Q4 2025 Jan 12, 2026
Arax Advisory Partners History Reduced 19 1 0.0% 0.0% 318 -177 -90.31% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History New 26 1 0.0% 321 +26 New Q4 2025 Jan 21, 2026
Ares Financial Consulting, LLC History New 25 1 0.0% 334 +25 New Q4 2025 Jan 30, 2026
Nemes Rush Group LLC History New 23 1 0.0% 330 +23 New Q4 2025 Feb 11, 2026
SHP Wealth Management History New 20 1 0.0% 324 +20 New Q4 2025 Mar 04, 2026
Measured Wealth Private Client Group, LLC History Reduced 19 1 0.0% 0.0% 320 -19 -50.0% Q4 2025 Feb 10, 2026
Camelot Portfolios, LLC History New 17 1 0.0% 317 +17 New Q4 2025 Jan 29, 2026
Root Financial Partners, LLC History Added to 16 1 0.0% 329 +3 23.08% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 21 1 0.0% 0.0% 314 -2 -8.7% Q4 2025 Feb 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 20 1 0.0% 0.0% 315 0 0.0% Q4 2025 Feb 03, 2026
Westside Investment Management, Inc. History No change 18 1 0.0% 0.0% 316 0 0.0% Q4 2025 Jan 23, 2026
Capital Advisors, Ltd. LLC History No change 18 1 0.0% 0.0% 319 0 0.0% Q4 2025 Jan 21, 2026
Prestige Wealth Management Group LLC History No change 17 1 0.0% 322 0 0.0% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History No change 24 1 0.0% 0.0% 323 0 0.0% Q4 2025 Jan 29, 2026
MTM Investment Management, LLC History No change 17 1 0.0% 325 0 0.0% Q4 2025 Feb 09, 2026
Blue Trust, Inc. History No change 31 1 0.0% 0.0% 326 0 0.0% Q4 2025 Jan 16, 2026
Beaird Harris Wealth Management, LLC History No change 19 1 0.0% 0.0% 327 0 0.0% Q4 2025 Feb 23, 2026
Fortitude Family Office, LLC History No change 16 1 0.0% 328 0 0.0% Q4 2025 Jan 15, 2026
Financial Network Wealth Advisors LLC History No change 18 1 0.0% 0.0% 331 0 0.0% Q4 2025 Feb 13, 2026
Financially Speaking Inc History No change 24 1 0.0% 0.0% 332 0 0.0% Q4 2025 Feb 10, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 26 1 0.0% 0.0% 333 0 0.0% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Closed out 0 0 0.01% -138,714 -100.0% Q3 2025 Nov 12, 2025
SG Capital Management LLC History Closed out 0 0 0.35% -67,817 -100.0% Q3 2025 Nov 07, 2025
Assenagon Asset Management S.A. History Closed out 0 0 0.01% -67,251 -100.0% Q3 2025 Oct 07, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 17.87% -66,980 -100.0% Q3 2025 Dec 09, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -34,347 -100.0% Q3 2025 Nov 13, 2025
Jackson Creek Investment Advisors LLC History Closed out 0 0 0.55% -33,315 -100.0% Q3 2025 Nov 04, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.07% -31,940 -100.0% Q3 2025 Nov 14, 2025
Allianz Asset Management GmbH History Closed out 0 0 0.0% -24,679 -100.0% Q3 2025 Nov 04, 2025
Vest Financial, LLC History Closed out 0 0 0.02% -23,707 -100.0% Q3 2025 Oct 30, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.05% -23,401 -100.0% Q3 2025 Nov 17, 2025
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 0.01% -15,039 -100.0% Q3 2025 Oct 28, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -14,395 -100.0% Q3 2025 Nov 13, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -12,800 -100.0% Q3 2025 Nov 13, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -12,530 -100.0% Q3 2025 Nov 14, 2025
ARISTEIA CAPITAL, L.L.C. History Closed out 0 0 0.01% -10,107 -100.0% Q3 2025 Nov 14, 2025
AdvisorShares Investments LLC History Closed out 0 0 0.09% -9,256 -100.0% Q3 2025 Nov 05, 2025
FourThought Financial Partners, LLC History Closed out 0 0 0.03% -5,393 -100.0% Q3 2025 Nov 13, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.02% -4,101 -100.0% Q3 2025 Nov 14, 2025
Cetera Investment Advisers History Closed out 0 0 0.0% -4,029 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -1,245 -100.0% Q3 2025 Nov 14, 2025
Quarry LP History Closed out 0 0 0.0% -274 -100.0% Q3 2025 Nov 14, 2025
Salomon & Ludwin, LLC History Closed out 0 0 0.0% -242 -100.0% Q3 2025 Oct 21, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -222 -100.0% Q3 2025 Nov 13, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -193 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -168 -100.0% Q3 2025 Oct 21, 2025
AdvisorNet Financial, Inc History Reduced 1 0 0.0% -105 -99.06% Q4 2025 Jan 20, 2026
Costello Asset Management, INC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 06, 2025
HARBOUR INVESTMENTS, INC. History Closed out 0 0 0.0% -68 -100.0% Q3 2025 Nov 12, 2025
Truvestments Capital LLC History Closed out 0 0 0.0% -33 -100.0% Q3 2025 Nov 14, 2025
Stone House Investment Management, LLC History Closed out 0 0 0.0% -32 -100.0% Q3 2025 Oct 27, 2025
Clearstead Trust, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Nov 10, 2025
Bare Financial Services, Inc History New 12 0 +12 New Q4 2025 Feb 06, 2026
JPL Wealth Management, LLC History Closed out 0 0 -12 -100.0% Q3 2025 Nov 14, 2025
JNBA Financial Advisors History New 11 0 +11 New Q4 2025 Jan 26, 2026
BROWN BROTHERS HARRIMAN & CO History New 8 0 +8 New Q4 2025 Feb 12, 2026
Manchester Capital Management LLC History Added to 14 0 +6 75.0% Q4 2025 Feb 11, 2026
Battery Global Advisors, LLC History New 6 0 +6 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Nov 18, 2025
Glen Eagle Advisors, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 14, 2025
Elevated Capital Advisors, LLC History New 4 0 +4 New Q4 2025 Jan 27, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 4 0 +4 New Q4 2025 Feb 11, 2026
Meramec Financial Planners, LLC History New 4 0 +4 New Q4 2025 Feb 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Oct 16, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 -3 -100.0% Q3 2025 Nov 12, 2025
ARCADIA INVESTMENT MANAGEMENT CORP/MI History New 2 0 +2 New Q4 2025 Feb 10, 2026
Inspire Investing, LLC History New 2 0 +2 New Q4 2025 Feb 17, 2026
Ankerstar Wealth, LLC History New 2 0 +2 New Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History New 1 0 +1 New Q4 2025 Feb 06, 2026
Transamerica Financial Advisors, LLC History Added to 11 0 +1 10.0% Q4 2025 Feb 13, 2026
SouthState Bank Corp History No change 1 0 0 0.0% Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History No change 6 0 0 0.0% Q4 2025 Jan 29, 2026
Grove Bank & Trust History No change 2 0 0 0.0% Q4 2025 Jan 08, 2026
Avion Wealth History No change 10 0 0 0.0% Q4 2025 Jan 23, 2026
Cedar Mountain Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 11, 2026
Key FInancial Inc History No change 10 0 0 0.0% Q4 2025 Feb 09, 2026
SJS Investment Consulting Inc. History No change 4 0 0 0.0% Q4 2025 Jan 21, 2026
Red Tortoise LLC History No change 12 0 0 0.0% Q4 2025 Jan 22, 2026
DecisionPoint Financial, LLC History No change 6 0 0 0.0% Q4 2025 Jan 29, 2026
Dunhill Financial, LLC History No change 5 0 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 4 0 0 0.0% Q4 2025 Jan 12, 2026
True Wealth Design, LLC History No change 5 0 0 0.0% Q4 2025 Jan 08, 2026
DiNuzzo Private Wealth, Inc. History No change 4 0 0 0.0% Q4 2025 Jan 16, 2026
Bruce G. Allen Investments, LLC History No change 4 0 0 0.0% Q4 2025 Feb 10, 2026
Sachetta, LLC History No change 8 0 0 0.0% Q4 2025 Feb 02, 2026
Private Wealth Management Group, LLC History No change 8 0 0 0.0% Q4 2025 Jan 23, 2026
Seneschal Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
Kilter Group LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
BIRCHBROOK, INC. History No change 4 0 0 0.0% Q4 2025 Feb 04, 2026