Polaris Inc. - PII

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 6,904,090 436,683 0.01% 0.01% 1 +116,493 1.72% Q4 2025 Feb 12, 2026
Capital World Investors History Reduced 6,476,118 409,614 0.06% 0.05% 2 -239,951 -3.57% Q4 2025 Feb 11, 2026
VANGUARD GROUP INC History Added to 5,555,077 351,358 0.01% 0.0% 3 +4,834 0.09% Q4 2025 Jan 29, 2026
STATE STREET CORP History Reduced 2,826,535 178,778 0.01% 0.01% 4 -34,782 -1.22% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 2,199,510 139,119 0.07% 0.09% 5 -81,591 -3.58% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 2,082,169 131,697 0.02% 0.02% 6 +388,410 22.93% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 1,929,773 122,058 0.01% 0.01% 7 +1,204,405 166.04% Q4 2025 Mar 25, 2026
MORGAN STANLEY History Reduced 1,861,942 117,767 0.01% 0.01% 8 -485,377 -20.68% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,785,102 112,907 0.06% 0.04% 9 +334,432 23.05% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,439,151 91,030 0.02% 0.02% 10 +94,920 7.06% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,326,775 83,931 0.01% 0.0% 11 -16,753 -1.25% Q4 2025 Feb 09, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History New 1,287,704 81,447 0.28% 12 +1,287,704 New Q4 2025 Feb 18, 2026
Invesco Ltd. History Added to 1,065,910 67,418 0.01% 0.01% 13 +471,106 79.2% Q4 2025 Feb 19, 2026
Auto-Owners Insurance Co History No change 1,035,000 65,463 1.37% 1.55% 14 0 0.0% Q4 2025 Mar 09, 2026
RWWM, Inc. History Reduced 916,620 57,976 3.98% 4.51% 15 -169,001 -15.57% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 857,844 54,258 0.04% 0.03% 16 +158,700 22.7% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 777,998 49,208 0.01% 0.01% 17 +268,138 52.59% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Reduced 706,173 44,665 0.16% 0.19% 18 -47,631 -6.32% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 669,129 42,322 0.01% 0.01% 19 +28,085 4.38% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 667,472 42,217 0.01% 0.01% 20 -549,706 -45.16% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Reduced 664,667 42,040 0.01% 0.01% 21 -31,078 -4.47% Q4 2025 Feb 17, 2026
Artisan Partners Limited Partnership History Reduced 627,139 39,666 0.06% 0.07% 22 -188,659 -23.13% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Reduced 594,259 37,586 0.07% 0.1% 23 -220,259 -27.04% Q4 2025 Feb 06, 2026
Select Equity Group, L.P. History Reduced 538,628 34,068 0.15% 0.14% 24 -59,249 -9.91% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 467,200 29,550 0.06% 0.08% 25 -263,000 -36.02% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 462,576 29,257 0.0% 0.0% 26 -69,733 -13.1% Q4 2025 Feb 17, 2026
Divisar Capital Management LLC History Reduced 404,553 25,587 7.19% 7.08% 27 -43,352 -9.68% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 402,339 25,447 0.01% 0.01% 28 +177,884 79.25% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 384,142 24,296 0.0% 0.0% 29 -90,394 -19.05% Q4 2025 Feb 11, 2026
Pacer Advisors, Inc. History Reduced 383,655 24,266 0.06% 0.06% 30 -9,494 -2.41% Q4 2025 Feb 24, 2026
MILLENNIUM MANAGEMENT LLC History Added to 367,893 23,269 0.01% 0.01% 31 +129,244 54.16% Q4 2025 Feb 17, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History Reduced 343,579 21,731 2.44% 3.09% 32 -118,858 -25.7% Q4 2025 Feb 05, 2026
BANK OF AMERICA CORP /DE/ History Added to 341,415 21,594 0.0% 0.0% 33 +123,868 56.94% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 338,375 21,402 0.06% 0.05% 34 +59,705 21.42% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 330,076 20,877 0.04% 0.05% 35 +31,548 10.57% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 310,457 19,636 0.0% 0.0% 36 -49,443 -13.74% Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History Reduced 299,214 18,925 0.14% 0.22% 37 -212,107 -41.48% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 257,595 16,292 0.02% 0.05% 38 -269,051 -51.09% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 231,206 14,623 0.06% 39 +231,206 New Q4 2025 Feb 13, 2026
Silver Heights Capital Management Inc History Added to 210,272 13,299 5.28% 5.46% 40 +997 0.48% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Added to 199,634 12,626 0.01% 0.0% 41 +185,846 1347.88% Q4 2025 Feb 13, 2026
M&G Plc History New 200,071 12,604 0.06% 42 +200,071 New Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History Reduced 197,111 12,467 0.02% 0.03% 43 -52,903 -21.16% Q4 2025 Feb 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 193,398 12,232 0.26% 0.21% 44 +32,215 19.99% Q4 2025 Feb 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 193,393 12,232 0.29% 0.27% 45 -70 -0.04% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Added to 192,116 12,151 0.02% 0.01% 46 +96,845 101.65% Q4 2025 Feb 11, 2026
FEDERATED HERMES, INC. History Added to 172,650 10,920 0.02% 0.01% 47 +28,594 19.85% Q4 2025 Feb 12, 2026
Jefferies Financial Group Inc. History New 170,400 10,777 0.06% 48 +170,400 New Q4 2025 Feb 09, 2026
Walleye Trading LLC History Reduced 170,253 10,768 0.02% 0.02% 49 -92,331 -35.16% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 164,526 10,406 0.01% 0.01% 50 -13,537 -7.6% Q4 2025 Feb 13, 2026
Segment Wealth Management, LLC History Reduced 153,756 9,725 0.56% 0.54% 51 -271 -0.18% Q4 2025 Jan 29, 2026
BARCLAYS PLC History Added to 150,757 9,535 0.0% 0.0% 52 +10,639 7.59% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 147,842 9,351 0.03% 0.03% 53 -37,627 -20.29% Q4 2025 Feb 17, 2026
NATIXIS History New 147,400 9,323 0.03% 54 +147,400 New Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 137,767 8,713 0.0% 0.0% 55 -71,645 -34.21% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 131,111 8,292 0.0% 56 +131,111 New Q4 2025 Jan 22, 2026
IMC-Chicago, LLC History Added to 128,700 8,140 0.0% 0.0% 57 +1,600 1.26% Q4 2025 Jan 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 128,043 8,098 0.0% 0.0% 58 +7,491 6.21% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 124,832 7,895 0.0% 0.0% 59 -2,698 -2.12% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 123,886 7,838 0.01% 0.01% 60 +340 0.28% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History New 120,700 7,634 0.01% 61 +120,700 New Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 115,745 7,320 0.0% 0.0% 62 -4,635 -3.85% Q4 2025 Feb 02, 2026
Creative Planning History Added to 113,600 7,185 0.01% 0.0% 63 +8,308 7.89% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 113,023 7,148 0.0% 0.0% 64 -13,274 -10.51% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 111,961 7,081 0.0% 0.0% 65 +2,825 2.59% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 106,890 6,760 0.0% 66 +106,890 New Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 105,300 6,660 0.0% 0.0% 67 +1,800 1.74% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 100,867 6,379 0.0% 0.0% 68 -3,267 -3.14% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 94,289 5,963 0.0% 0.0% 69 -99,409 -51.32% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 89,513 5,661 0.0% 0.0% 70 -19,596 -17.96% Q4 2025 Feb 11, 2026
Bridgewater Associates, LP History Added to 88,875 5,621 0.02% 0.0% 71 +80,654 981.07% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 82,761 5,234 0.02% 0.03% 72 -37,652 -31.27% Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 82,359 5,209 0.01% 0.01% 73 +14,091 20.64% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 80,026 5,061 0.0% 0.0% 74 -3,093 -3.72% Q4 2025 Feb 09, 2026
PDT Partners, LLC History No change 79,122 5,004 0.32% 0.29% 75 0 0.0% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 78,294 4,952 0.0% 0.0% 76 +8,598 12.34% Q4 2025 Feb 10, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 76,223 4,821 0.32% 77 +76,223 New Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 76,101 4,813 0.0% 0.0% 78 +2,410 3.27% Q4 2025 Feb 11, 2026
MAIRS & POWER INC History Reduced 75,743 4,790 0.05% 0.05% 79 -20,097 -20.97% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 75,505 4,775 0.0% 0.0% 80 -3,827 -4.82% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 74,010 4,681 0.0% 81 +74,010 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 73,243 4,632 0.0% 0.0% 82 -8,564 -10.47% Q4 2025 Feb 18, 2026
IEQ CAPITAL, LLC History Reduced 72,643 4,594 0.01% 0.02% 83 -32,926 -31.19% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 71,906 4,548 0.0% 0.0% 84 +46,361 181.49% Q4 2025 Feb 13, 2026
ExodusPoint Capital Management, LP History New 67,162 4,247 0.03% 85 +67,162 New Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 67,107 4,244 0.0% 0.0% 86 +9,595 16.68% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 59,970 4,206 0.01% 0.01% 87 +33 0.06% Q4 2025 Jan 08, 2026
Paralel Advisors LLC History No change 65,343 4,132 0.16% 0.15% 88 0 0.0% Q4 2025 Feb 12, 2026
Retirement Systems of Alabama History Reduced 64,131 4,056 0.01% 0.01% 89 -448 -0.69% Q4 2025 Jan 15, 2026
CITIGROUP INC History Reduced 64,055 4,051 0.0% 0.01% 90 -169,264 -72.55% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 57,539 3,639 0.0% 0.0% 91 +3,839 7.15% Q4 2025 Feb 17, 2026
Magnetar Financial LLC History New 56,150 3,551 0.03% 92 +56,150 New Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History New 55,216 3,491 0.01% 93 +55,216 New Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Reduced 54,995 3,478 0.02% 0.02% 94 -2,545 -4.42% Q4 2025 Feb 12, 2026
Trexquant Investment LP History Added to 54,487 3,446 0.03% 0.02% 95 +22,496 70.32% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History New 54,091 3,421 0.05% 96 +54,091 New Q4 2025 Feb 09, 2026
IFG Advisory, LLC History Added to 53,550 3,387 0.15% 0.14% 97 +2,298 4.48% Q4 2025 Feb 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 53,265 3,369 0.01% 0.01% 98 0 0.0% Q4 2025 Jan 30, 2026
STRS OHIO History Added to 51,300 3,244 0.01% 0.0% 99 +51,000 17000.0% Q4 2025 Feb 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 50,955 3,222 0.0% 100 +50,955 New Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 50,690 3,206 0.0% 0.0% 101 +1,701 3.47% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 50,069 3,167 0.0% 0.0% 102 -1,214 -2.37% Q4 2025 Feb 17, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Reduced 49,871 3,154 0.07% 0.07% 103 -1,353 -2.64% Q4 2025 Feb 13, 2026
Aquatic Capital Management LLC History Reduced 49,168 3,109 0.09% 0.15% 104 -89,027 -64.42% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 47,893 3,031 0.0% 0.0% 105 -17,853 -27.15% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 46,735 2,956 0.0% 0.0% 106 +46,410 14280.0% Q4 2025 Feb 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 45,431 2,873 0.01% 0.01% 107 0 0.0% Q4 2025 Jan 15, 2026
Round Hill Asset Management History Reduced 45,236 2,861 1.8% 1.76% 108 -650 -1.42% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Added to 43,630 2,764 0.0% 0.0% 109 +1,905 4.57% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 43,697 2,763 0.0% 0.0% 110 +114 0.26% Q4 2025 Feb 11, 2026
S&T BANK/PA History Reduced 42,125 2,664 0.84% 0.84% 111 -8,985 -17.58% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 41,939 2,652 0.01% 0.0% 112 +26,601 173.43% Q4 2025 Jan 29, 2026
CWM, LLC History Reduced 41,394 2,618 0.01% 0.01% 113 -498 -1.19% Q4 2025 Jan 26, 2026
Advisors Asset Management, Inc. History Reduced 41,382 2,617 0.04% 0.04% 114 -709 -1.68% Q4 2025 Feb 12, 2026
Susquehanna Portfolio Strategies, LLC History No change 41,378 2,617 0.04% 0.04% 115 0 0.0% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 37,479 2,370 0.01% 0.0% 116 +9,774 35.28% Q4 2025 Jan 30, 2026
CANADA LIFE ASSURANCE Co History Reduced 36,996 2,338 0.0% 0.0% 117 -2,880 -7.22% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Reduced 34,383 2,174 0.01% 0.01% 118 -5,532 -13.86% Q4 2025 Jan 30, 2026
Forty-three Eighteen Advisors, LLC History New 31,988 2,023 1.57% 119 +31,988 New Q4 2025 Mar 16, 2026
Koss-Olinger Consulting, LLC History Reduced 31,704 2,005 0.16% 0.14% 121 -8,906 -21.93% Q4 2025 Feb 10, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 31,706 2,005 0.78% 0.73% 120 0 0.0% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History New 31,468 1,990 0.06% 122 +31,468 New Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 30,916 1,955 0.0% 0.0% 123 -1,696 -5.2% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History New 30,489 1,928 0.02% 124 +30,489 New Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 30,484 1,928 0.01% 125 +30,484 New Q4 2025 Feb 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 28,447 1,799 0.06% 0.06% 126 0 0.0% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 28,046 1,773 0.0% 0.0% 127 +19,629 233.21% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 27,774 1,757 0.0% 0.0% 128 +15,726 130.53% Q4 2025 Jan 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 27,105 1,714 0.0% 0.0% 129 +2,322 9.37% Q4 2025 Feb 17, 2026
Voleon Capital Management LP History Added to 26,252 1,660 0.04% 0.01% 130 +18,182 225.3% Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 26,173 1,655 0.04% 131 +26,173 New Q4 2025 Feb 17, 2026
THOMIST CAPITAL MANAGEMENT, LP History Added to 25,048 1,614 0.34% 0.27% 132 +1,657 7.08% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 25,457 1,610 0.01% 133 +25,457 New Q4 2025 Feb 11, 2026
JANUS HENDERSON GROUP PLC History No change 25,246 1,595 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 25,136 1,589 0.01% 0.01% 135 +8,197 48.39% Q4 2025 Feb 10, 2026
LSV ASSET MANAGEMENT History Added to 24,660 1,560 0.0% 0.0% 136 +1,760 7.69% Q4 2025 Feb 06, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 24,453 1,546 0.02% 0.01% 137 -332 -1.34% Q4 2025 Feb 13, 2026
NORGES BANK History New 24,006 1,518 0.0% 138 +24,006 New Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Reduced 23,704 1,499 0.0% 0.0% 139 -500 -2.07% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 22,553 1,426 0.03% 140 +22,553 New Q4 2025 Feb 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 22,530 1,425 0.08% 0.08% 141 +80 0.36% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 22,498 1,423 0.01% 0.01% 142 -1,035 -4.4% Q4 2025 Feb 05, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 22,239 1,406 0.01% 0.02% 143 -2,429 -9.85% Q4 2025 Feb 10, 2026
Kestra Investment Management, LLC History Reduced 21,847 1,381 0.03% 0.04% 144 -1,568 -6.7% Q4 2025 Feb 09, 2026
ARGA Investment Management, LP History Reduced 21,581 1,364 0.04% 0.04% 145 -4,765 -18.09% Q4 2025 Jan 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 21,467 1,357 0.0% 0.0% 146 +4,015 23.01% Q4 2025 Jan 27, 2026
Camelot Portfolios, LLC History Reduced 21,151 1,337 0.82% 0.83% 147 -3,096 -12.77% Q4 2025 Jan 29, 2026
Squarepoint Ops LLC History Reduced 21,000 1,328 0.0% 0.01% 148 -125,000 -85.62% Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History Reduced 20,666 1,307 0.02% 0.02% 149 -1,394 -6.32% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 20,530 1,298 0.0% 0.0% 150 -1,476 -6.71% Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 19,783 1,251 0.06% 151 +19,783 New Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 18,363 1,251 0.01% 0.01% 152 -529 -2.8% Q4 2025 Jan 21, 2026
Campbell & CO Investment Adviser LLC History New 18,969 1,199 0.06% 153 +18,969 New Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 18,685 1,182 0.01% 0.01% 154 0 0.0% Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History New 18,530 1,172 0.02% 155 +18,530 New Q4 2025 Jan 23, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 16,860 1,164 0.54% 0.61% 156 -84 -0.5% Q4 2025 Jan 26, 2026
HM PAYSON & CO History Reduced 18,222 1,152 0.02% 0.02% 157 -363 -1.95% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History Reduced 17,720 1,131 0.0% 0.0% 158 -759 -4.11% Q4 2025 Feb 18, 2026
Quantbot Technologies LP History Reduced 17,374 1,098 0.04% 0.08% 159 -30,539 -63.74% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History Added to 17,251 1,091 0.0% 0.0% 160 +7,115 70.2% Q4 2025 Mar 20, 2026
GUGGENHEIM CAPITAL LLC History Reduced 17,065 1,079 0.01% 0.01% 161 -5,435 -24.16% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,959 1,072 0.0% 0.0% 162 0 0.0% Q4 2025 Feb 12, 2026
SummerHaven Investment Management, LLC History No change 16,947 1,071 0.61% 0.57% 163 0 0.0% Q4 2025 Feb 03, 2026
Fieldview Capital Management, LLC History Reduced 16,328 1,032 0.18% 0.27% 164 -12,400 -43.16% Q4 2025 Feb 13, 2026
Friedenthal Financial History New 16,045 1,014 0.52% 165 +16,045 New Q4 2025 Jan 27, 2026
Convergence Investment Partners, LLC History Reduced 15,629 988 0.2% 0.22% 166 -1,219 -7.24% Q4 2025 Feb 05, 2026
Handelsbanken Fonder AB History Added to 15,600 987 0.0% 0.0% 167 +2,500 19.08% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 15,273 965 0.0% 0.0% 168 +1,158 8.2% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 32,920 953 0.0% 0.0% 169 +21,142 179.5% Q4 2025 Mar 09, 2026
Arizona State Retirement System History Reduced 14,937 944 0.01% 0.0% 170 -861 -5.45% Q4 2025 Jan 28, 2026
Louisiana State Employees Retirement System History Reduced 14,800 936 0.02% 0.01% 171 -100 -0.67% Q4 2025 Jan 16, 2026
Harvest Investment Services, LLC History New 14,530 919 0.17% 172 +14,530 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Reduced 14,250 901 0.03% 0.03% 173 -220 -1.52% Q4 2025 Feb 11, 2026
RM Financial Services, LLC History New 14,120 893 0.79% 175 +14,120 New Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 14,133 893 0.01% 0.01% 174 -813 -5.44% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Added to 14,062 889 0.0% 0.0% 176 +1,053 8.09% Q4 2025 Feb 13, 2026
Numerai GP LLC History New 13,907 879 0.11% 177 +13,907 New Q4 2025 Feb 17, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 13,804 873 0.36% 0.34% 178 -143 -1.03% Q4 2025 Jan 14, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 13,770 870 0.02% 0.02% 179 -147 -1.06% Q4 2025 Feb 18, 2026
Graham Capital Management, L.P. History Added to 13,659 863 0.02% 0.01% 180 +6,205 83.24% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 13,490 853 0.0% 0.0% 181 -140 -1.03% Q4 2025 Feb 06, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 13,372 845 0.0% 0.0% 182 -337 -2.46% Q4 2025 Feb 10, 2026
PEAK6 LLC History Reduced 13,200 834 0.0% 0.0% 183 -1,550 -10.51% Q4 2025 Mar 12, 2026
GAMMA Investing LLC History Added to 13,035 824 0.04% 0.04% 184 +433 3.44% Q4 2025 Jan 05, 2026
Point72 Asset Management, L.P. History New 12,800 809 0.0% 185 +12,800 New Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 12,374 806 0.04% 186 +12,374 New Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 12,650 800 0.0% 0.0% 187 +2,799 28.41% Q4 2025 Feb 18, 2026
Frank, Rimerman Advisors LLC History Added to 12,621 798 0.05% 0.05% 188 +6 0.05% Q4 2025 Jan 15, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 12,579 795 0.0% 0.0% 189 -100 -0.79% Q4 2025 Jan 29, 2026
Schonfeld Strategic Advisors LLC History Reduced 12,493 790 0.0% 0.02% 191 -35,210 -73.81% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 12,494 790 0.0% 0.0% 190 -8,633 -40.86% Q4 2025 Feb 12, 2026
AlphaQuest LLC History Added to 12,165 769 0.04% 0.01% 192 +10,683 720.85% Q4 2025 Feb 09, 2026
Investors Research Corp History Reduced 12,062 762 0.14% 0.13% 193 -375 -3.02% Q4 2025 Jan 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 12,033 761 0.0% 0.0% 194 -239 -1.95% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History No change 12,000 759 0.02% 0.02% 195 0 0.0% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 11,955 756 0.01% 0.01% 196 +49 0.41% Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Added to 11,934 754 0.0% 0.0% 197 +2,785 30.44% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 11,917 753 0.01% 199 +11,917 New Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 11,905 753 0.0% 0.0% 198 +867 7.85% Q4 2025 Feb 10, 2026
Sterling Capital Management LLC History Added to 11,865 750 0.01% 0.0% 200 +8,171 221.2% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 11,790 745 0.0% 0.02% 201 -66,848 -85.01% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 11,623 735 0.02% 0.01% 202 +4,987 75.15% Q4 2025 Jan 28, 2026
KLP KAPITALFORVALTNING AS History No change 11,600 733 0.0% 0.0% 203 0 0.0% Q4 2025 Jan 28, 2026
South Dakota Investment Council History Reduced 11,520 729 0.01% 0.03% 204 -13,300 -53.59% Q4 2025 Feb 12, 2026
Ilmarinen Mutual Pension Insurance Co History No change 11,506 728 0.01% 0.01% 205 0 0.0% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 11,372 719 0.0% 0.0% 206 -603 -5.04% Q4 2025 Feb 06, 2026
Pallas Capital Advisors LLC History Added to 11,337 717 0.02% 0.02% 207 +38 0.34% Q4 2025 Jan 14, 2026
SPWM Advisors LLC History New 11,299 714 0.68% 208 +11,299 New Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 11,200 708 0.0% 0.0% 209 +2,000 21.74% Q4 2025 Feb 04, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 11,100 702 0.02% 0.02% 210 0 0.0% Q4 2025 Feb 10, 2026
KEYNOTE FINANCIAL SERVICES LLC History Reduced 10,932 691 0.39% 0.38% 211 -25 -0.23% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 10,726 678 0.0% 0.0% 212 +194 1.84% Q4 2025 Mar 16, 2026
Union Heritage Capital, LLC History No change 10,731 678 0.23% 0.2% 213 0 0.0% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Reduced 10,662 674 0.01% 0.01% 214 -101 -0.94% Q4 2025 Jan 26, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 10,638 672 0.01% 0.01% 215 -100 -0.93% Q4 2025 Feb 04, 2026
NATIXIS ADVISORS, LLC History New 10,528 666 0.0% 216 +10,528 New Q4 2025 Feb 10, 2026
Probity Advisors, Inc. History Added to 10,312 652 0.1% 0.09% 217 +484 4.92% Q4 2025 Jan 27, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 10,258 647 0.0% 0.0% 218 +6,825 198.81% Q4 2025 Feb 10, 2026
FIFTH LANE CAPITAL, LP History New 10,000 632 0.48% 219 +10,000 New Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 9,872 624 0.0% 0.0% 220 +184 1.9% Q4 2025 Jan 30, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,586 606 0.0% 0.0% 221 -142 -1.46% Q4 2025 Feb 12, 2026
Brevan Howard Capital Management LP History Added to 9,499 600 0.01% 0.0% 222 +2,786 41.5% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 9,501 600 0.0% 0.0% 224 +754 8.62% Q4 2025 Jan 29, 2026
Advisory Services Network, LLC History Reduced 9,490 600 0.01% 0.01% 223 -193 -1.99% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 9,236 584 0.0% 0.0% 225 -105 -1.12% Q4 2025 Jan 30, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 9,100 575 0.0% 2.67% 226 -800 -8.08% Q4 2025 Feb 17, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 8,974 567 0.25% 227 +8,974 New Q4 2025 Feb 06, 2026
Goldstone Financial Group, LLC History Added to 8,585 543 0.06% 0.06% 228 +245 2.94% Q4 2025 Feb 13, 2026
State of Wyoming History New 8,471 535 0.06% 229 +8,471 New Q4 2025 Feb 11, 2026
Allworth Financial LP History New 8,426 532 0.0% 230 +8,426 New Q4 2025 Feb 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 8,378 530 0.0% 0.0% 231 -466 -5.27% Q4 2025 Feb 05, 2026
SNS Financial Group, LLC History Reduced 8,360 528 0.05% 0.04% 232 -100 -1.18% Q4 2025 Feb 02, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 8,330 526 0.0% 0.0% 233 -5,309 -38.93% Q4 2025 Feb 17, 2026
Counterpoint Mutual Funds LLC History Reduced 7,960 503 0.04% 0.04% 234 -531 -6.25% Q4 2025 Feb 12, 2026
Linden Thomas Advisory Services, LLC History Reduced 7,934 501 0.05% 0.05% 235 -307 -3.73% Q4 2025 Jan 16, 2026
Focus Partners Advisor Solutions, LLC History Added to 7,893 499 0.01% 0.0% 236 +3,322 72.68% Q4 2025 Feb 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 7,843 496 0.0% 0.0% 237 0 0.0% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 7,774 491 0.0% 0.0% 238 +747 10.63% Q4 2025 Feb 06, 2026
Versor Investments LP History New 7,648 483 0.08% 239 +7,648 New Q4 2025 Feb 04, 2026
Focus Partners Wealth History Added to 7,564 478 0.0% 0.0% 240 +1,533 25.42% Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 7,535 476 0.0% 0.0% 241 +1,067 16.5% Q4 2025 Jan 30, 2026
Inspire Investing, LLC History Reduced 7,443 470 0.04% 0.04% 242 -362 -4.64% Q4 2025 Feb 17, 2026
Havemeyer Place LP History New 7,428 469 0.09% 243 +7,428 New Q4 2025 Feb 11, 2026
Ethic Inc. History Reduced 7,286 460 0.01% 0.01% 244 -747 -9.3% Q4 2025 Feb 03, 2026
Summit Financial, LLC History Reduced 7,266 459 0.01% 0.01% 245 -69 -0.94% Q4 2025 Feb 13, 2026
Centiva Capital, LP History New 7,147 452 0.0% 246 +7,147 New Q4 2025 Feb 13, 2026
Meeder Advisory Services, Inc. History Reduced 7,096 448 0.02% 0.02% 247 -168 -2.31% Q4 2025 Feb 11, 2026
FIRST TRUST ADVISORS LP History Reduced 7,035 444 0.0% 0.0% 248 -28,855 -80.4% Q4 2025 Feb 13, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 6,845 432 0.02% 0.01% 249 +2,500 57.54% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 6,719 424 0.01% 0.01% 250 -42 -0.62% Q4 2025 Feb 03, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 6,682 422 0.0% 0.0% 251 -586 -8.06% Q4 2025 Jan 28, 2026
XPONANCE LLC History Reduced 6,470 409 0.0% 0.0% 252 -1,047 -13.93% Q4 2025 Feb 12, 2026
KPP Advisory Services LLC History Added to 6,432 406 0.06% 0.06% 253 +4 0.06% Q4 2025 Feb 02, 2026
Wynn Capital, LLC History Reduced 6,413 405 0.2% 0.22% 254 -1,290 -16.75% Q4 2025 Jan 13, 2026
Vise Technologies, Inc. History Reduced 6,369 402 0.01% 0.02% 256 -1,264 -16.56% Q4 2025 Feb 11, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 6,357 402 0.0% 0.0% 255 0 0.0% Q4 2025 Feb 03, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 6,329 400 0.03% 0.11% 257 -8,732 -57.98% Q4 2025 Feb 17, 2026
Man Group plc History New 6,221 393 0.0% 258 +6,221 New Q4 2025 Feb 17, 2026
Crawford Fund Management, LLC History Reduced 6,200 392 0.05% 0.17% 259 -11,800 -65.56% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History New 6,144 388 0.01% 260 +6,144 New Q4 2025 Feb 17, 2026
RBF Capital, LLC History No change 6,000 379 0.02% 0.02% 261 0 0.0% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Reduced 5,888 372 0.0% 0.0% 262 -5,186 -46.83% Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History Added to 5,820 368 0.02% 0.01% 263 +1,240 27.07% Q4 2025 Feb 11, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 5,967 364 0.06% 0.06% 264 -75 -1.24% Q4 2025 Jan 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 5,630 356 0.01% 0.01% 265 0 0.0% Q4 2025 Jan 28, 2026
Steward Partners Investment Advisory, LLC History Reduced 5,411 342 0.0% 0.0% 266 -667 -10.97% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 5,406 341 0.0% 0.0% 267 +1,700 45.87% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 5,324 336 0.0% 0.0% 268 -435 -7.55% Q4 2025 Jan 23, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,276 334 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 5,240 331 0.0% 0.0% 270 -1,060 -16.83% Q4 2025 Feb 13, 2026
Kessler Investment Group, LLC History New 4,913 310 0.13% 271 +4,913 New Q4 2025 Feb 03, 2026
Bayforest Capital Ltd History Reduced 4,882 308 0.23% 0.42% 272 -10,216 -67.66% Q4 2025 Jan 27, 2026
Neuberger Berman Group LLC History Added to 4,822 304 0.0% 0.0% 273 +1,013 26.59% Q4 2025 Feb 13, 2026
Neo Ivy Capital Management History New 4,784 302 0.05% 274 +4,784 New Q4 2025 Feb 13, 2026
PharVision Advisers, LLC History Added to 4,711 297 0.15% 0.15% 275 +190 4.2% Q4 2025 Feb 17, 2026
Alley Investment Management Company, LLC History Reduced 4,693 296 0.03% 0.03% 276 -346 -6.87% Q4 2025 Jan 27, 2026
Blueshift Asset Management, LLC History Reduced 4,667 295 0.09% 0.36% 277 -15,339 -76.67% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Reduced 4,641 293 0.0% 0.0% 278 -277 -5.63% Q4 2025 Jan 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 4,591 290 0.01% 0.01% 279 -69 -1.48% Q4 2025 Feb 03, 2026
INCEPTIONR LLC History New 4,526 286 0.08% 280 +4,526 New Q4 2025 Feb 11, 2026
Balance Wealth, LLC History No change 4,500 284 0.09% 0.06% 281 0 0.0% Q4 2025 Jan 21, 2026
Inscription Capital, LLC History New 4,421 279 0.03% 282 +4,421 New Q4 2025 Jan 29, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 4,327 273 0.0% 0.01% 283 -48,507 -91.81% Q4 2025 Feb 17, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 4,303 272 0.11% 0.1% 284 +113 2.7% Q4 2025 Feb 11, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 4,280 270 0.2% 0.19% 285 +41 0.97% Q4 2025 Jan 23, 2026
CAXTON ASSOCIATES LLP History New 4,218 266 0.01% 287 +4,218 New Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 4,215 266 0.0% 0.0% 286 -33 -0.78% Q4 2025 Feb 17, 2026
Family Capital Management, Inc. History Reduced 4,149 262 0.12% 0.12% 288 -27 -0.65% Q4 2025 Jan 27, 2026
NorthCrest Asset Manangement, LLC History Added to 3,827 256 0.01% 0.01% 289 +41 1.08% Q4 2025 Jan 08, 2026
Chicago Partners Investment Group LLC History Added to 3,692 255 0.01% 0.01% 290 +71 1.96% Q4 2025 Jan 28, 2026
FourThought Financial Partners, LLC History Added to 4,020 254 0.02% 0.02% 291 +42 1.06% Q4 2025 Feb 06, 2026
Ensign Peak Advisors, Inc History Reduced 3,987 252 0.0% 0.0% 292 -7,650 -65.74% Q4 2025 Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,909 247 0.0% 0.0% 293 +1,329 51.51% Q4 2025 Feb 09, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 3,887 245 0.01% 0.01% 294 -100 -2.51% Q4 2025 Feb 04, 2026
DekaBank Deutsche Girozentrale History No change 2,594 245 0.0% 0.0% 295 0 0.0% Q4 2025 Jan 28, 2026
Sequoia Financial Advisors, LLC History New 3,871 244 0.0% 297 +3,871 New Q4 2025 Feb 03, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 3,862 244 0.0% 0.0% 296 -600 -13.45% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History No change 3,768 238 0.0% 0.0% 298 0 0.0% Q4 2025 Feb 11, 2026
Capital Investment Advisors, LLC History Reduced 3,762 237 0.0% 0.0% 299 -331 -8.09% Q4 2025 Jan 13, 2026
CIBC WORLD MARKET INC. History Reduced 3,731 235 0.0% 0.02% 300 -227,263 -98.38% Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History Added to 3,721 235 0.01% 0.01% 301 +71 1.95% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 3,694 233 0.0% 0.0% 302 +1 0.03% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 3,674 232 0.0% 0.0% 303 +2,676 268.14% Q4 2025 Jan 23, 2026
Laird Norton Wetherby Trust Company, LLC History New 3,602 227 0.0% 304 +3,602 New Q4 2025 Feb 17, 2026
Sivia Capital Partners, LLC History New 3,592 227 0.05% 305 +3,592 New Q4 2025 Feb 10, 2026
Optas, LLC History Added to 3,567 225 0.04% 0.03% 306 +45 1.28% Q4 2025 Jan 27, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 3,550 224 0.09% 0.08% 307 0 0.0% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 3,529 223 0.0% 309 +3,529 New Q4 2025 Feb 12, 2026
&PARTNERS History Reduced 3,535 223 0.0% 0.0% 308 -91 -2.51% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 3,466 222 0.0% 0.0% 310 -165 -4.54% Q4 2025 Feb 18, 2026
EVOLVE PRIVATE WEALTH, LLC History New 3,462 218 0.01% 311 +3,462 New Q4 2025 Feb 17, 2026
Independent Advisor Alliance History New 3,376 213 0.01% 312 +3,376 New Q4 2025 Feb 04, 2026
Arax Advisory Partners History Reduced 3,347 211 0.01% 0.03% 314 -37,187 -91.74% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 3,492 211 0.01% 0.0% 313 -10 -0.29% Q4 2025 Feb 11, 2026
Massar Capital Management, LP History New 3,215 203 0.02% 315 +3,215 New Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 3,194 202 0.0% 316 +3,194 New Q4 2025 Feb 09, 2026
HB Wealth Management, LLC History New 3,185 201 0.0% 317 +3,185 New Q4 2025 Jan 28, 2026
EverSource Wealth Advisors, LLC History Added to 2,815 178 0.01% 0.0% 318 +819 41.03% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 2,769 175 0.0% 0.01% 319 -1,429 -34.04% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 2,660 168 0.0% 0.0% 320 +46 1.76% Q4 2025 Feb 11, 2026
EASTERN BANK History No change 2,600 164 0.0% 0.0% 321 0 0.0% Q4 2025 Jan 14, 2026
SUMMIT SECURITIES GROUP LLC History New 2,200 139 0.02% 322 +2,200 New Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 1,854 117 0.0% 0.0% 323 -12 -0.64% Q4 2025 Feb 18, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,824 115 0.0% 0.0% 324 +152 9.09% Q4 2025 Feb 17, 2026
KBC Group NV History No change 1,771 112 0.0% 0.0% 325 0 0.0% Q4 2025 Jan 26, 2026
Vestcor Inc History New 1,649 104 0.0% 326 +1,649 New Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,430 90 0.0% 0.0% 327 0 0.0% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History Reduced 1,397 88 0.0% 0.0% 328 -34 -2.38% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,214 76 0.0% 0.0% 329 -2,710 -69.06% Q4 2025 Feb 10, 2026
FNY Investment Advisers, LLC History New 1,200 75 0.02% 330 +1,200 New Q4 2025 Jan 16, 2026
CoreCap Advisors, LLC History Reduced 1,201 75 0.0% 0.0% 331 -184 -13.29% Q4 2025 Jan 13, 2026
SHP Wealth Management History New 1,175 74 0.01% 332 +1,175 New Q4 2025 Mar 04, 2026
FIFTH THIRD BANCORP History Reduced 1,154 72 0.0% 0.0% 333 -46 -3.83% Q4 2025 Feb 02, 2026
MAI Capital Management History Added to 1,106 69 0.0% 0.0% 334 +500 82.51% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History No change 1,012 64 0.0% 0.0% 335 0 0.0% Q4 2025 Feb 09, 2026
TD Waterhouse Canada Inc. History Reduced 960 60 0.0% 0.0% 336 -57 -5.6% Q4 2025 Jan 27, 2026
Stephens Consulting, LLC History No change 910 57 0.02% 0.02% 337 0 0.0% Q4 2025 Jan 13, 2026
Hilton Head Capital Partners, LLC History New 827 52 0.03% 339 +827 New Q4 2025 Feb 11, 2026
Global Trust Asset Management, LLC History No change 833 52 0.02% 0.02% 338 0 0.0% Q4 2025 Jan 20, 2026
Geneos Wealth Management Inc. History Reduced 809 51 0.0% 0.0% 340 -119 -12.82% Q4 2025 Jan 28, 2026
Parkside Financial Bank & Trust History Added to 777 49 0.0% 0.0% 341 +28 3.74% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 744 47 0.0% 0.0% 343 -300 -28.74% Q4 2025 Feb 12, 2026
EMC Capital Management History Reduced 745 47 0.02% 0.02% 342 -132 -15.05% Q4 2025 Mar 09, 2026
BARD ASSOCIATES INC History New 722 45 0.01% 344 +722 New Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 692 43 0.0% 0.0% 345 -28 -3.89% Q4 2025 Jan 07, 2026
Mirae Asset Global Investments Co., Ltd. History New 625 39 0.0% 348 +625 New Q4 2025 Jan 26, 2026
BNP Paribas Asset Management Holding S.A. History Added to 613 39 0.0% 0.0% 346 +215 54.02% Q4 2025 Feb 13, 2026
Quent Capital, LLC History Reduced 622 39 0.0% 0.0% 349 -8 -1.27% Q4 2025 Jan 29, 2026
JNBA Financial Advisors History No change 630 39 0.0% 0.0% 347 0 0.0% Q4 2025 Jan 26, 2026
Optiver Holding B.V. History Added to 587 37 0.0% 0.0% 352 +280 91.21% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 586 37 0.0% 0.0% 351 +6 1.03% Q4 2025 Feb 06, 2026
Plante Moran Financial Advisors, LLC History No change 597 37 0.0% 0.0% 350 0 0.0% Q4 2025 Feb 05, 2026
DANSKE BANK A/S History Added to 500 31 0.0% 0.0% 354 +300 150.0% Q4 2025 Feb 02, 2026
CULLEN/FROST BANKERS, INC. History No change 500 31 0.0% 0.0% 353 0 0.0% Q4 2025 Feb 06, 2026
AdvisorNet Financial, Inc History Added to 446 28 0.0% 0.0% 356 +9 2.06% Q4 2025 Jan 20, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 442 28 0.0% 0.0% 355 -8 -1.78% Q4 2025 Jan 20, 2026
Kemnay Advisory Services Inc. History New 427 27 0.0% 357 +427 New Q4 2025 Feb 17, 2026
FIRST UNITED BANK & TRUST History No change 425 26 0.01% 0.01% 358 0 0.0% Q4 2025 Jan 21, 2026
Front Row Advisors LLC History No change 424 26 0.01% 0.01% 359 0 0.0% Q4 2025 Feb 12, 2026
True Wealth Design, LLC History No change 371 23 0.01% 0.01% 360 0 0.0% Q4 2025 Jan 08, 2026
Quarry LP History Reduced 360 22 0.0% 0.01% 361 -354 -49.58% Q4 2025 Feb 13, 2026
Covestor Ltd History Added to 315 20 0.01% 0.01% 363 +119 60.71% Q4 2025 Feb 06, 2026
HighMark Wealth Management LLC History Added to 317 20 0.01% 0.01% 362 +3 0.96% Q4 2025 Feb 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 291 19 0.0% 364 +291 New Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History No change 295 19 0.0% 0.0% 365 0 0.0% Q4 2025 Jan 23, 2026
Triumph Capital Management History New 300 18 0.0% 367 +300 New Q4 2025 Feb 12, 2026
Modus Advisors, LLC History New 300 18 0.0% 368 +300 New Q4 2025 Feb 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 291 18 0.0% 366 +291 New Q4 2025 Jan 21, 2026
New England Capital Financial Advisors LLC History Added to 271 17 0.01% 0.01% 369 +3 1.12% Q4 2025 Feb 02, 2026
Pinnacle Wealth Planning Services, Inc. History New 242 15 0.0% 371 +242 New Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 233 15 0.0% 0.0% 370 0 0.0% Q4 2025 Feb 03, 2026
DV Trading LLC History New 200 12 0.0% 374 +200 New Q4 2025 Feb 17, 2026
Elyxium Wealth, LLC History New 198 12 0.0% 376 +198 New Q4 2025 Feb 05, 2026
Torren Management, LLC History New 193 12 0.01% 378 +193 New Q4 2025 Jan 30, 2026
ASSETMARK, INC History Reduced 199 12 0.0% 0.0% 373 -13 -6.13% Q4 2025 Jan 23, 2026
Red Tortoise LLC History Added to 190 12 0.01% 0.0% 375 +2 1.06% Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History No change 194 12 0.0% 0.0% 372 0 0.0% Q4 2025 Jan 26, 2026
Kentucky Trust Co History No change 200 12 0.01% 0.01% 377 0 0.0% Q4 2025 Jan 21, 2026
Ancora Advisors LLC History New 180 11 0.0% 380 +180 New Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 183 11 0.0% 0.0% 379 +113 161.43% Q4 2025 Feb 09, 2026
Pinnacle Bancorp, Inc. History No change 180 11 0.0% 0.0% 381 0 0.0% Q4 2025 Jan 22, 2026
Root Financial Partners, LLC History Added to 160 10 0.0% 0.0% 384 +107 201.89% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 166 10 0.0% 0.0% 382 +36 27.69% Q4 2025 Feb 10, 2026
Bangor Savings Bank History Reduced 167 10 0.0% 0.0% 383 -2 -1.18% Q4 2025 Jan 16, 2026
GHP Investment Advisors, Inc. History No change 153 9 0.0% 0.0% 385 0 0.0% Q4 2025 Jan 27, 2026
Asset Dedication, LLC History No change 149 9 0.0% 0.0% 386 0 0.0% Q4 2025 Jan 26, 2026
Clearstead Trust, LLC History No change 150 9 0.0% 0.0% 387 0 0.0% Q4 2025 Feb 09, 2026
Aster Capital Management (DIFC) Ltd History New 128 8 0.0% 391 +128 New Q4 2025 Feb 17, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 140 8 0.0% 0.0% 388 +66 89.19% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History Added to 138 8 0.0% 0.0% 390 +63 84.0% Q4 2025 Jan 08, 2026
ALERUS FINANCIAL NA History No change 127 8 0.0% 0.0% 389 0 0.0% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 121 7 0.0% 394 +121 New Q4 2025 Feb 17, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 125 7 0.0% 0.0% 392 0 0.0% Q4 2025 Jan 28, 2026
Vermillion Wealth Management, Inc. History No change 116 7 0.0% 0.0% 393 0 0.0% Q4 2025 Feb 11, 2026
Leonteq Securities AG History Reduced 96 6 0.0% 0.0% 398 -2,533 -96.35% Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History New 95 6 0.0% 395 +95 New Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History Reduced 101 6 0.0% 0.0% 396 -90 -47.12% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Added to 96 6 0.0% 0.0% 402 +8 9.09% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 100 6 0.0% 0.0% 397 0 0.0% Q4 2025 Feb 12, 2026
HHM Wealth Advisors, LLC History No change 100 6 0.0% 0.0% 399 0 0.0% Q4 2025 Jan 22, 2026
MTM Investment Management, LLC History No change 102 6 0.0% 0.0% 400 0 0.0% Q4 2025 Feb 09, 2026
Bell Investment Advisors, Inc History No change 104 6 0.0% 0.0% 401 0 0.0% Q4 2025 Feb 24, 2026
Kennebec Savings Bank History No change 100 6 0.01% 0.0% 403 0 0.0% Q4 2025 Jan 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 85 5 0.0% 0.03% 410 -9,100 -99.07% Q4 2025 Feb 03, 2026
Basepoint Wealth LLC History New 92 5 0.0% 411 +92 New Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 91 5 0.0% 406 +90 9000.0% Q4 2025 Feb 12, 2026
SFAM, LLC History New 80 5 0.0% 407 +80 New Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 82 5 0.0% 0.0% 409 +47 134.29% Q4 2025 Feb 06, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 85 5 0.0% 0.0% 404 -10 -10.53% Q4 2025 Jan 30, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 82 5 0.0% 0.0% 405 0 0.0% Q4 2025 Jan 20, 2026
Inlight Wealth Management, LLC History No change 84 5 0.0% 0.0% 408 0 0.0% Q4 2025 Jan 23, 2026
City State Bank History Added to 66 4 0.0% 0.0% 416 +4 6.45% Q4 2025 Jan 28, 2026
ST GERMAIN D J CO INC History No change 65 4 0.0% 0.0% 412 0 0.0% Q4 2025 Jan 29, 2026
FIRST COMMUNITY TRUST NA History No change 72 4 0.0% 0.0% 413 0 0.0% Q4 2025 Jan 16, 2026
Realta Investment Advisors History No change 76 4 0.0% 0.0% 414 0 0.0% Q4 2025 Jan 20, 2026
Orion Capital Management LLC History No change 69 4 0.0% 0.0% 415 0 0.0% Q4 2025 Feb 03, 2026
Private Wealth Management Group, LLC History No change 64 4 0.0% 0.0% 417 0 0.0% Q4 2025 Jan 23, 2026
Truvestments Capital LLC History Reduced 50 3 0.0% 0.0% 421 -419 -89.34% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 53 3 0.0% 0.0% 418 -188 -78.01% Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History Added to 51 3 0.0% 0.0% 423 +8 18.6% Q4 2025 Jan 29, 2026
SBI Securities Co., Ltd. History Reduced 57 3 0.0% 0.0% 424 -2 -3.39% Q4 2025 Feb 03, 2026
TRUST CO OF VERMONT History No change 50 3 0.0% 0.0% 419 0 0.0% Q4 2025 Jan 16, 2026
MV CAPITAL MANAGEMENT, INC. History No change 55 3 0.0% 0.0% 420 0 0.0% Q4 2025 Feb 23, 2026
Avion Wealth History No change 51 3 0.0% 0.0% 422 0 0.0% Q4 2025 Jan 23, 2026
MidFirst Bank History New 45 2 0.0% 437 +45 New Q4 2025 Feb 25, 2026
SJS Investment Consulting Inc. History New 40 2 0.0% 432 +40 New Q4 2025 Jan 21, 2026
JFS WEALTH ADVISORS, LLC History New 37 2 0.0% 426 +37 New Q4 2025 Jan 14, 2026
Colonial Trust Co / SC History New 34 2 0.0% 434 +34 New Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Added to 31 2 0.0% 429 +30 3000.0% Q4 2025 Jan 21, 2026
SouthState Bank Corp History Reduced 35 2 0.0% 0.0% 425 -20 -36.36% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History Added to 35 2 0.0% 0.0% 433 +10 40.0% Q4 2025 Jan 15, 2026
BIRCHBROOK, INC. History Added to 45 2 0.0% 0.0% 436 +1 2.27% Q4 2025 Feb 04, 2026
MCF Advisors LLC History No change 46 2 0.0% 0.0% 427 0 0.0% Q4 2025 Feb 11, 2026
Eukles Asset Management History No change 38 2 0.0% 0.0% 428 0 0.0% Q4 2025 Feb 09, 2026
Prestige Wealth Management Group LLC History No change 34 2 0.0% 0.0% 430 0 0.0% Q4 2025 Feb 11, 2026
CVA Family Office, LLC History No change 42 2 0.0% 0.0% 431 0 0.0% Q4 2025 Jan 12, 2026
Sachetta, LLC History No change 34 2 0.0% 0.0% 435 0 0.0% Q4 2025 Feb 02, 2026
Bank of New Hampshire History New 30 1 0.0% 442 +30 New Q4 2025 Mar 16, 2026
Keating Financial Advisory Services, Inc. History New 22 1 0.0% 450 +22 New Q4 2025 Feb 09, 2026
Bare Financial Services, Inc History Reduced 29 1 0.0% 0.0% 445 -9 -23.68% Q4 2025 Feb 06, 2026
Rialto Wealth Management, LLC History Added to 22 1 0.0% 0.0% 448 +3 15.79% Q4 2025 Jan 12, 2026
CENTRAL TRUST Co History No change 25 1 0.0% 0.0% 438 0 0.0% Q4 2025 Feb 02, 2026
Johnson Financial Group, Inc. History No change 26 1 0.0% 0.0% 439 0 0.0% Q4 2025 Feb 12, 2026
Hoese & Co LLP History No change 24 1 0.0% 0.0% 440 0 0.0% Q4 2025 Jan 14, 2026
Blue Trust, Inc. History No change 28 1 0.0% 0.0% 441 0 0.0% Q4 2025 Jan 16, 2026
Ulland Investment Advisors, LLC History No change 13 1 0.0% 0.0% 443 0 0.0% Q4 2025 Jan 08, 2026
Bruce G. Allen Investments, LLC History No change 19 1 0.0% 0.0% 444 0 0.0% Q4 2025 Feb 10, 2026
LRI Investments, LLC History No change 29 1 0.0% 0.0% 446 0 0.0% Q4 2025 Feb 04, 2026
Hughes Financial Services, LLC History No change 28 1 0.0% 0.0% 447 0 0.0% Q4 2025 Feb 11, 2026
Navigoe, LLC History No change 27 1 0.0% 0.0% 449 0 0.0% Q4 2025 Feb 03, 2026
Holocene Advisors, LP History Closed out 0 0 0.02% -179,042 -100.0% Q3 2025 Nov 14, 2025
STEADFAST CAPITAL MANAGEMENT LP History Closed out 0 0 0.17% -169,100 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 0.05% -78,425 -100.0% Q3 2025 Nov 13, 2025
VestGen Advisors, LLC History Closed out 0 0 0.14% -74,557 -100.0% Q3 2025 Nov 14, 2025
WBI INVESTMENTS, LLC History Closed out 0 0 0.38% -25,258 -100.0% Q3 2025 Nov 20, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -24,204 -100.0% Q3 2025 Nov 14, 2025
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -19,475 -100.0% Q3 2025 Oct 07, 2025
Mork Capital Management, LLC History Closed out 0 0 0.6% -15,000 -100.0% Q3 2025 Nov 14, 2025
Kerrisdale Advisers, LLC History Closed out 0 0 0.42% -14,065 -100.0% Q3 2025 Nov 14, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.01% -11,970 -100.0% Q3 2025 Nov 14, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.03% -11,181 -100.0% Q3 2025 Nov 14, 2025
GTS SECURITIES LLC History Closed out 0 0 0.02% -10,098 -100.0% Q3 2025 Nov 14, 2025
Concentric Capital Strategies, LP History Closed out 0 0 0.02% -8,111 -100.0% Q3 2025 Nov 14, 2025
CSS LLC/IL History Closed out 0 0 0.02% -7,890 -100.0% Q3 2025 Nov 13, 2025
Hidden Cove Wealth Management, LLC History Closed out 0 0 0.3% -7,776 -100.0% Q3 2025 Oct 24, 2025
NorthRock Partners, LLC History Closed out 0 0 0.01% -7,574 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.0% -7,272 -100.0% Q3 2025 Nov 13, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -6,991 -100.0% Q3 2025 Oct 30, 2025
Weiss Asset Management LP History Closed out 0 0 0.14% -6,817 -100.0% Q3 2025 Feb 17, 2026
Scientech Research LLC History Closed out 0 0 0.11% -5,487 -100.0% Q3 2025 Nov 14, 2025
CALTON & ASSOCIATES, INC. History Closed out 0 0 0.05% -5,480 -100.0% Q3 2025 Nov 07, 2025
INGALLS & SNYDER LLC History Closed out 0 0 0.01% -5,000 -100.0% Q3 2025 Nov 07, 2025
Apollon Wealth Management, LLC History Closed out 0 0 0.01% -4,920 -100.0% Q3 2025 Oct 17, 2025
SteelPeak Wealth, LLC History Closed out 0 0 0.01% -4,717 -100.0% Q3 2025 Oct 21, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.05% -4,382 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -3,733 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -1,330 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -496 -100.0% Q3 2025 Nov 12, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -334 -100.0% Q3 2025 Oct 08, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History Closed out 0 0 0.0% -63 -100.0% Q3 2025 Nov 12, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -40 -100.0% Q3 2025 Nov 14, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 0.0% -35 -100.0% Q3 2025 Oct 16, 2025
CX Institutional History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Oct 23, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Oct 29, 2025
Activest Wealth Management History Closed out 0 0 0.0% -18 -100.0% Q3 2025 Nov 03, 2025
FINANCIAL CONSULATE, INC History New 15 0 +15 New Q4 2025 Jan 22, 2026
Glen Eagle Advisors, LLC History Closed out 0 0 -14 -100.0% Q3 2025 Nov 14, 2025
Godfrey Financial Associates, Inc. History New 12 0 +12 New Q4 2025 Feb 10, 2026
Cornerstone Financial Management LLC History New 12 0 +12 New Q4 2025 Feb 13, 2026
DiNuzzo Private Wealth, Inc. History Added to 12 0 +11 1100.0% Q4 2025 Jan 16, 2026
Trust Co History New 9 0 +9 New Q4 2025 Jan 15, 2026
Cornerstone Planning Group LLC History Reduced 8 0 0.0% -9 -52.94% Q4 2025 Feb 02, 2026
Global Wealth Strategies & Associates History Reduced 1 0 -9 -90.0% Q4 2025 Jan 02, 2026
Caitong International Asset Management Co., Ltd History New 6 0 +6 New Q4 2025 Mar 03, 2026
Bay Harbor Wealth Management, LLC History Added to 7 0 +5 250.0% Q4 2025 Feb 02, 2026
Larson Financial Group LLC History Added to 11 0 +3 37.5% Q4 2025 Feb 06, 2026
HFM Investment Advisors, LLC History Added to 4 0 +3 300.0% Q4 2025 Feb 05, 2026
Bear Mountain Capital, Inc. History Closed out 0 0 -3 -100.0% Q3 2025 Nov 12, 2025
Transamerica Financial Advisors, LLC History Added to 4 0 +2 100.0% Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 13, 2025
Cloud Capital Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 03, 2025
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Financial Perspectives, Inc History Added to 10 0 +1 11.11% Q4 2025 Jan 28, 2026
Private Wealth Asset Management, LLC History No change 2 0 0 0.0% Q4 2025 Feb 10, 2026
Accordant Advisory Group Inc History No change 1 0 0 0.0% Q4 2025 Jan 22, 2026
Dogwood Wealth Management LLC History No change 1 0 0 0.0% Q4 2025 Feb 04, 2026