PJT Partners Inc. - PJT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 51 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 3,719,100 621,833 0.01% 0.01% 1 +44,475 1.21% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 2,490,098 416,344 0.01% 0.01% 2 -22,865 -0.91% Q4 2025 Jan 29, 2026
STATE STREET CORP History Reduced 929,262 155,372 0.01% 0.01% 3 -17,981 -1.9% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 682,886 114,194 0.01% 0.01% 4 +16,388 2.46% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 659,729 110,307 0.01% 0.01% 5 +45,758 7.45% Q4 2025 Feb 13, 2026
WASATCH ADVISORS LP History New 587,109 98,164 0.58% 6 +587,109 New Q4 2025 Feb 12, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 583,926 97,632 0.69% 0.63% 7 +52,548 9.89% Q4 2025 Jan 09, 2026
FMR LLC History Reduced 579,921 96,962 0.0% 0.01% 8 -8,994 -1.53% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 577,517 96,560 0.03% 0.03% 9 +71,756 14.19% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 535,857 89,595 0.01% 0.01% 10 +16,445 3.17% Q4 2025 Feb 19, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 437,281 73,987 0.02% 0.03% 11 -26,771 -5.77% Q4 2025 Feb 18, 2026
Clearbridge Investments, LLC History Reduced 380,485 63,617 0.05% 0.05% 12 -30,096 -7.33% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 360,040 60,200 0.01% 0.01% 13 +1,212 0.34% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 344,798 57,650 0.0% 0.0% 14 +8,361 2.49% Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Reduced 320,245 53,544 0.06% 0.07% 15 -14,962 -4.46% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 291,800 48,789 0.01% 0.01% 16 -77,821 -21.05% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Reduced 273,201 45,679 0.01% 0.01% 17 -12,140 -4.25% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 252,757 42,260 0.01% 0.01% 18 -436 -0.17% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 225,301 37,670 0.01% 0.01% 19 -90,097 -28.57% Q4 2025 Feb 17, 2026
Capital Research Global Investors History No change 220,074 36,796 0.01% 0.01% 20 0 0.0% Q4 2025 Feb 11, 2026
Champlain Investment Partners, LLC History Reduced 213,168 35,641 0.36% 0.56% 21 -200,973 -48.53% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 207,552 35,217 0.03% 22 +207,552 New Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 205,617 34,379 0.01% 0.01% 23 -10,072 -4.67% Q4 2025 Feb 10, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 195,596 32,703 0.01% 0.01% 24 -12,668 -6.08% Q4 2025 Jan 22, 2026
Woodline Partners LP History New 187,248 31,307 0.12% 25 +187,248 New Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 187,090 31,281 0.04% 0.06% 26 +49,858 36.33% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 164,039 27,427 0.01% 0.01% 27 +15,380 10.35% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Reduced 154,619 25,852 0.05% 0.06% 28 -10,133 -6.15% Q4 2025 Mar 16, 2026
TUDOR INVESTMENT CORP ET AL History Added to 149,951 25,071 0.05% 76.52% 29 +57,220 61.71% Q4 2025 Feb 17, 2026
TimesSquare Capital Management, LLC History Added to 142,496 23,825 0.36% 0.34% 30 +10,570 8.01% Q4 2025 Feb 06, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 141,917 23,729 0.04% 31 +141,917 New Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 137,831 23,045 0.01% 0.0% 32 +89,702 186.38% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 135,240 22,612 0.05% 0.05% 33 +4 0.0% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Added to 121,918 20,376 0.01% 0.0% 34 +63,504 108.71% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 115,000 19,229 0.03% 0.0% 35 +107,564 1446.53% Q4 2025 Feb 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 114,717 19,180 0.06% 0.06% 36 +19,943 21.04% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 108,789 18,189 0.0% 0.0% 37 +8,390 8.36% Q4 2025 Feb 13, 2026
Prospect Capital Advisors, LLC History No change 96,030 16,056 8.28% 8.84% 38 0 0.0% Q4 2025 Feb 17, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 80,539 13,466 0.14% 0.15% 39 +2,218 2.83% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 80,144 13,400 0.01% 0.01% 40 +7,362 10.12% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Added to 78,476 13,121 0.02% 0.02% 41 +867 1.12% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 71,832 12,010 0.0% 0.0% 42 -19,046 -20.96% Q4 2025 Feb 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 68,485 11,450 0.17% 0.18% 43 +330 0.48% Q4 2025 Feb 09, 2026
Aberdeen Group plc History Reduced 65,728 10,989 0.02% 0.03% 44 -25,461 -27.92% Q4 2025 Jan 16, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 64,674 10,813 0.02% 0.0% 45 +53,174 462.38% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 63,613 10,636 0.0% 0.0% 46 +15,170 31.32% Q4 2025 Feb 13, 2026
GW&K Investment Management, LLC History Added to 63,361 10,594 0.09% 0.07% 47 +19,625 44.87% Q4 2025 Feb 11, 2026
Legal & General Group Plc History Reduced 62,331 10,421 0.0% 0.0% 48 -3,382 -5.15% Q4 2025 Feb 09, 2026
AMERIPRISE FINANCIAL INC History Reduced 62,257 10,409 0.0% 0.0% 49 -4,679 -6.99% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 61,405 10,266 0.01% 0.01% 50 -5,157 -7.75% Q4 2025 Feb 13, 2026
NATIXIS History New 61,000 10,199 0.04% 51 +61,000 New Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 59,448 9,939 0.0% 0.0% 52 -17,598 -22.84% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 58,559 9,791 0.0% 0.0% 53 +760 1.31% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History Reduced 56,869 9,508 0.11% 0.13% 54 -4,031 -6.62% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 53,868 9,006 0.03% 0.02% 55 +11,838 28.17% Q4 2025 Feb 17, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 53,566 8,956 0.11% 0.1% 56 +12,566 30.65% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 53,188 8,893 0.01% 0.02% 57 -31,748 -37.38% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 52,356 8,753 0.03% 0.03% 58 +6,828 15.0% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 50,773 8,489 0.0% 0.0% 59 -23,159 -31.32% Q4 2025 Feb 12, 2026
Grandeur Peak Global Advisors, LLC History Added to 49,737 8,316 1.12% 0.97% 60 +9,218 22.75% Q4 2025 Feb 13, 2026
PEAK6 LLC History New 48,587 8,123 0.02% 61 +48,587 New Q4 2025 Mar 12, 2026
FIRST TRUST ADVISORS LP History Added to 46,361 7,751 0.01% 0.01% 62 +3,380 7.86% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 45,635 7,630 0.0% 0.0% 63 +600 1.33% Q4 2025 Feb 12, 2026
Harbor Advisors LLC History No change 41,519 6,941 1.04% 1.14% 64 0 0.0% Q4 2025 Jan 30, 2026
UBS Group AG History Reduced 41,158 6,881 0.0% 0.0% 65 -83,881 -67.08% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Reduced 40,813 6,823 0.0% 0.0% 66 -10,337 -20.21% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History No change 39,049 6,529 0.02% 0.02% 67 0 0.0% Q4 2025 Feb 13, 2026
Asset Management Group, Inc. History Added to 36,369 6,080 0.98% 1.06% 68 +1 0.0% Q4 2025 Feb 17, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 35,055 5,861 0.12% 0.1% 69 +7,830 28.76% Q4 2025 Feb 02, 2026
Qube Research & Technologies Ltd History Reduced 33,642 5,624 0.01% 0.01% 70 -41,707 -55.35% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 31,930 5,370 0.0% 0.0% 71 +2,971 10.26% Q4 2025 Mar 20, 2026
Voleon Capital Management LP History Added to 31,426 5,254 0.11% 0.02% 72 +25,698 448.64% Q4 2025 Feb 17, 2026
F/m Investments LLC History Reduced 30,893 5,165 0.2% 0.22% 73 -1,150 -3.59% Q4 2025 Feb 03, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 27,957 4,674 0.0% 0.0% 74 +637 2.33% Q4 2025 Feb 13, 2026
Quartz Partners, LLC History Added to 27,269 4,559 1.7% 1.6% 75 +2,480 10.0% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 26,832 4,486 0.0% 0.0% 76 -83,622 -75.71% Q4 2025 Feb 11, 2026
PROSPECTOR PARTNERS LLC History Reduced 26,800 4,480 9.59% 1.15% 77 -27,156 -50.33% Q4 2025 Feb 13, 2026
Man Group plc History Reduced 26,470 4,425 0.01% 0.01% 78 -3,673 -12.19% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 25,997 4,346 0.0% 0.0% 79 -11,250 -30.2% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 25,820 4,317 0.0% 0.0% 80 +13,256 105.51% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 24,611 4,114 0.0% 0.0% 81 +10,365 72.76% Q4 2025 Feb 17, 2026
Trexquant Investment LP History New 23,998 4,012 0.04% 82 +23,998 New Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 23,700 3,962 0.01% 0.01% 83 -3,200 -11.9% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 22,701 3,851 0.0% 0.01% 84 -1,441 -5.97% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 22,056 3,688 0.0% 0.0% 85 +831 3.92% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 22,009 3,679 0.03% 0.03% 86 -3,366 -13.27% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 21,901 3,661 0.0% 0.0% 87 +908 4.33% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 21,239 3,548 0.01% 0.01% 88 -2,154 -9.21% Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Added to 21,055 3,520 0.07% 0.08% 90 +1,457 7.43% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 21,058 3,520 0.01% 0.02% 89 +39 0.19% Q4 2025 Feb 17, 2026
Creative Planning History Added to 20,987 3,509 0.0% 0.0% 91 +4,448 26.89% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 20,322 3,397 0.0% 0.0% 92 +503 2.54% Q4 2025 Feb 11, 2026
Campbell & CO Investment Adviser LLC History Added to 20,005 3,344 0.16% 0.04% 93 +16,836 531.27% Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History Added to 19,773 3,306 0.04% 0.01% 94 +17,006 614.6% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 18,071 3,021 0.02% 0.03% 95 -7,858 -30.31% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Added to 17,010 2,843 0.03% 0.02% 96 +3,775 28.52% Q4 2025 Jan 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 16,702 2,793 0.0% 0.01% 97 -832 -4.75% Q4 2025 Feb 05, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 16,625 2,779 0.07% 0.08% 98 -187 -1.11% Q4 2025 Feb 13, 2026
Independent Solutions Wealth Management, LLC History Reduced 16,284 2,722 0.5% 0.54% 99 -734 -4.31% Q4 2025 Feb 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 16,057 2,716 0.01% 0.01% 100 0 0.0% Q4 2025 Feb 11, 2026
EFG International AG History New 16,210 2,709 0.05% 101 +16,210 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 16,074 2,687 0.0% 0.0% 102 +1,619 11.2% Q4 2025 Feb 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 15,601 2,608 0.01% 0.01% 103 +303 1.98% Q4 2025 Jan 28, 2026
ALPS ADVISORS INC History Reduced 15,475 2,587 0.02% 0.02% 104 -1,081 -6.53% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 14,555 2,433 0.0% 0.01% 105 -31,955 -68.71% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 14,536 2,430 0.01% 0.01% 106 +131 0.91% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Added to 14,339 2,397 0.04% 0.04% 107 +66 0.46% Q4 2025 Feb 03, 2026
Gator Capital Management, LLC History New 13,928 2,328 0.47% 108 +13,928 New Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Added to 13,870 2,319 0.02% 0.02% 109 +100 0.73% Q4 2025 Feb 05, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 13,486 2,254 0.05% 0.05% 110 +57 0.42% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Added to 13,325 2,227 0.01% 0.01% 111 +1,191 9.82% Q4 2025 Jan 30, 2026
SEI INVESTMENTS CO History Added to 13,290 2,222 0.0% 0.0% 112 +1,068 8.74% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 13,188 2,205 0.0% 0.0% 113 +416 3.26% Q4 2025 Feb 11, 2026
COMERICA BANK History Reduced 13,157 2,199 0.01% 0.01% 114 -2,632 -16.67% Q4 2025 Jan 29, 2026
MetLife Investment Management, LLC History Reduced 12,784 2,137 0.01% 0.01% 115 -718 -5.32% Q4 2025 Feb 12, 2026
Illinois Municipal Retirement Fund History Reduced 12,487 2,087 0.03% 0.03% 116 -219 -1.72% Q4 2025 Feb 11, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 12,466 2,084 0.06% 0.06% 117 +1,027 8.98% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 12,403 2,074 0.01% 0.01% 118 -1,411 -10.21% Q4 2025 Feb 05, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 11,957 1,999 0.0% 0.0% 119 -501 -4.02% Q4 2025 Jan 30, 2026
WESBANCO BANK INC History No change 11,736 1,962 0.05% 0.06% 120 0 0.0% Q4 2025 Feb 03, 2026
AMERICAN CENTURY COMPANIES INC History Added to 11,615 1,942 0.0% 0.0% 121 +85 0.74% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 11,559 1,932 0.04% 122 +11,559 New Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 11,550 1,931 0.0% 123 +11,550 New Q4 2025 Feb 13, 2026
TD ASSET MANAGEMENT INC History Reduced 11,216 1,875 0.0% 0.0% 124 -5,070 -31.13% Q4 2025 Feb 10, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 10,483 1,857 0.09% 0.1% 125 +244 2.38% Q4 2025 Feb 03, 2026
Louisiana State Employees Retirement System History Reduced 11,100 1,855 0.03% 0.03% 126 -100 -0.89% Q4 2025 Jan 16, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 10,743 1,796 0.0% 0.0% 127 -486 -4.33% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 10,653 1,781 0.0% 0.0% 128 -28 -0.26% Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History Reduced 10,582 1,769 0.05% 0.06% 129 -7,659 -41.99% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 10,373 1,734 0.0% 0.0% 130 0 0.0% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 9,775 1,634 0.0% 0.0% 131 +6,509 199.3% Q4 2025 Jan 09, 2026
Westover Capital Advisors, LLC History Reduced 9,567 1,599 0.29% 0.32% 132 -171 -1.76% Q4 2025 Feb 09, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 9,220 1,542 0.12% 0.12% 133 +387 4.38% Q4 2025 Jan 20, 2026
Integrated Quantitative Investments LLC History Added to 8,987 1,502 0.32% 0.39% 134 +1,282 16.64% Q4 2025 Feb 12, 2026
CREDIT AGRICOLE S A History Reduced 8,914 1,490 0.0% 0.01% 135 -8,601 -49.11% Q4 2025 Feb 17, 2026
Bridge City Capital, LLC History Reduced 8,717 1,457 0.43% 0.48% 136 -1,430 -14.09% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Added to 8,400 1,404 0.0% 0.0% 137 +2,800 50.0% Q4 2025 Feb 06, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 8,241 1,377 0.01% 0.01% 138 0 0.0% Q4 2025 Feb 10, 2026
Jackson Creek Investment Advisors LLC History New 8,210 1,373 0.41% 139 +8,210 New Q4 2025 Feb 09, 2026
Quantinno Capital Management LP History Added to 8,055 1,346 0.0% 0.0% 140 +1,465 22.23% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 7,964 1,331 0.0% 0.0% 141 -635 -7.38% Q4 2025 Feb 02, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 6,637 1,243 0.01% 0.01% 142 -976 -12.82% Q4 2025 Jan 21, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 7,411 1,239 0.0% 143 +7,411 New Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 7,208 1,206 0.0% 144 +7,208 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 7,020 1,174 0.01% 0.01% 145 +133 1.93% Q4 2025 Feb 05, 2026
Klingman & Associates, LLC History Reduced 6,880 1,150 0.06% 0.09% 146 -3,697 -34.95% Q4 2025 Jan 29, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,781 1,133 0.0% 0.0% 147 0 0.0% Q4 2025 Feb 12, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 6,742 1,127 0.16% 0.23% 148 -2,375 -26.05% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Reduced 6,700 1,120 0.0% 0.0% 149 -300 -4.29% Q4 2025 Jan 28, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 6,554 1,095 0.0% 0.0% 150 +2,141 48.52% Q4 2025 Jan 27, 2026
PITTENGER & ANDERSON INC History No change 6,450 1,078 0.04% 0.04% 151 0 0.0% Q4 2025 Feb 02, 2026
Arizona State Retirement System History Reduced 6,417 1,072 0.01% 0.01% 152 -450 -6.55% Q4 2025 Jan 28, 2026
GLENMEDE TRUST CO NA History New 6,344 1,060 0.01% 153 +6,344 New Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 6,307 1,054 0.01% 0.01% 154 -60 -0.94% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 6,262 1,047 0.03% 0.03% 155 0 0.0% Q4 2025 Feb 09, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 6,255 1,045 0.0% 0.0% 156 -521 -7.69% Q4 2025 Jan 28, 2026
Portside Wealth Group, LLC History Reduced 6,064 1,013 0.14% 0.15% 157 -11 -0.18% Q4 2025 Jan 21, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 6,020 1,007 0.01% 0.01% 158 -849 -12.36% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 6,018 1,006 0.01% 0.01% 159 -172 -2.78% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 5,953 995 0.0% 0.0% 160 -160 -2.62% Q4 2025 Feb 12, 2026
Dana Investment Advisors, Inc. History Added to 5,810 971 0.03% 0.03% 161 +49 0.85% Q4 2025 Feb 05, 2026
Horizon Investments, LLC History Added to 5,807 970 0.01% 0.01% 162 +1,560 36.73% Q4 2025 Feb 02, 2026
XTX Topco Ltd History New 5,726 957 0.03% 163 +5,726 New Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 5,654 946 0.0% 0.03% 165 -310,685 -98.21% Q4 2025 Feb 19, 2026
HighTower Advisors, LLC History Added to 5,661 946 0.0% 0.0% 164 +78 1.4% Q4 2025 Feb 06, 2026
State of Tennessee, Department of Treasury History Reduced 5,412 936 0.0% 0.0% 166 -2,810 -34.18% Q4 2025 Feb 18, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 5,563 930 0.01% 0.01% 167 +64 1.16% Q4 2025 Feb 04, 2026
Gibbs Wealth Management History Reduced 4,819 865 0.21% 0.2% 168 -259 -5.1% Q4 2025 Jan 23, 2026
Verition Fund Management LLC History Added to 4,764 796 0.0% 0.0% 169 +2,045 75.21% Q4 2025 Feb 13, 2026
Diversified Trust Co History Reduced 4,564 763 0.01% 0.02% 170 -178 -3.75% Q4 2025 Jan 09, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 4,550 760 0.03% 171 +4,550 New Q4 2025 Feb 17, 2026
First Bank & Trust History Reduced 4,542 759 0.12% 0.14% 172 -258 -5.38% Q4 2025 Jan 12, 2026
ProShare Advisors LLC History Added to 4,485 749 0.0% 0.0% 173 +131 3.01% Q4 2025 Feb 06, 2026
Point72 Asset Management, L.P. History New 4,465 746 0.0% 174 +4,465 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 4,457 745 0.0% 0.0% 175 -9 -0.2% Q4 2025 Feb 11, 2026
Odyssean, LLC History New 4,299 718 0.52% 176 +4,299 New Q4 2025 Feb 17, 2026
GUARDIAN INVESTMENT MANAGEMENT History Reduced 4,259 712 0.55% 0.68% 177 -247 -5.48% Q4 2025 Jan 23, 2026
NORDEN GROUP LLC History Reduced 4,245 709 0.07% 0.08% 178 -122 -2.79% Q4 2025 Jan 13, 2026
Diversify Advisory Services, LLC History Added to 3,399 639 0.02% 0.02% 179 +203 6.35% Q4 2025 Jan 23, 2026
GUGGENHEIM CAPITAL LLC History New 3,701 618 0.0% 181 +3,701 New Q4 2025 Feb 17, 2026
STRS OHIO History Reduced 3,700 618 0.0% 0.0% 180 -3,200 -46.38% Q4 2025 Feb 02, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 3,649 610 0.13% 0.21% 182 -1,424 -28.07% Q4 2025 Feb 02, 2026
MML INVESTORS SERVICES, LLC History Added to 3,581 598 0.0% 0.0% 183 +420 13.29% Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History Added to 3,561 595 0.01% 0.01% 184 +67 1.92% Q4 2025 Feb 17, 2026
Principle Wealth Partners LLC History No change 3,505 586 0.03% 0.04% 185 0 0.0% Q4 2025 Feb 06, 2026
Pictet Asset Management Holding SA History No change 3,503 585 0.0% 0.0% 186 0 0.0% Q4 2025 Jan 29, 2026
INTRUST BANK NA History Reduced 3,317 554 0.05% 0.05% 187 -53 -1.57% Q4 2025 Feb 06, 2026
Atria Investments, Inc History Reduced 3,182 531 0.01% 0.01% 188 -232 -6.8% Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Reduced 3,027 506 0.01% 0.01% 189 -43 -1.4% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 2,989 499 0.0% 0.0% 190 +1,485 98.74% Q4 2025 Feb 11, 2026
AVIVA PLC History Added to 2,910 486 0.0% 0.0% 191 +266 10.06% Q4 2025 Feb 12, 2026
BOKF, NA History Reduced 2,884 482 0.01% 0.01% 192 -20 -0.69% Q4 2025 Feb 03, 2026
FIDUCIARY TRUST CO History Reduced 2,865 479 0.01% 0.01% 193 -12 -0.42% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 2,760 461 0.01% 0.02% 194 +434 18.66% Q4 2025 Feb 11, 2026
UNITED BANK History No change 2,675 447 0.06% 0.06% 195 0 0.0% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 2,591 433 0.0% 0.0% 196 -69 -2.59% Q4 2025 Feb 17, 2026
Linden Thomas Advisory Services, LLC History Added to 2,556 427 0.04% 0.05% 197 +5 0.2% Q4 2025 Jan 16, 2026
Vestcor Inc History No change 2,528 423 0.01% 0.01% 198 0 0.0% Q4 2025 Feb 11, 2026
Cynosure Group, LLC History New 2,508 419 0.04% 199 +2,508 New Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 2,470 412 0.0% 0.0% 200 +105 4.44% Q4 2025 Feb 13, 2026
denkapparat Operations GmbH History No change 2,468 412 0.22% 0.28% 201 0 0.0% Q4 2025 Feb 12, 2026
Amplius Wealth Advisors, LLC History Added to 2,430 406 0.03% 0.04% 202 +4 0.16% Q4 2025 Jan 12, 2026
AXQ CAPITAL, LP History New 2,426 405 0.09% 203 +2,426 New Q4 2025 Feb 10, 2026
M&T BANK CORP History Added to 2,389 399 0.0% 0.0% 204 +49 2.09% Q4 2025 Jan 30, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 2,345 392 0.06% 0.09% 205 -786 -25.1% Q4 2025 Feb 11, 2026
Perbak Capital Partners LLP History Reduced 2,282 381 0.12% 0.2% 206 -4,208 -64.84% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 2,270 379 0.0% 0.0% 207 +335 17.31% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 2,076 376 0.0% 0.0% 208 +148 7.68% Q4 2025 Jan 08, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 2,233 373 0.03% 0.02% 210 +576 34.76% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 2,235 373 0.0% 0.0% 209 -557 -19.95% Q4 2025 Feb 17, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 2,170 363 0.02% 0.02% 211 0 0.0% Q4 2025 Feb 03, 2026
SeaCrest Wealth Management, LLC History Reduced 2,011 361 0.04% 0.05% 212 -605 -23.13% Q4 2025 Jan 12, 2026
Swiss Life Asset Management Ltd History New 2,153 359 0.0% 213 +2,153 New Q4 2025 Feb 04, 2026
AlphaQuest LLC History Added to 2,132 356 0.02% 0.0% 214 +1,728 427.72% Q4 2025 Feb 09, 2026
Bridgewater Associates, LP History New 2,123 354 0.0% 215 +2,123 New Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 2,120 354 0.0% 0.0% 216 -11 -0.52% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 2,085 348 0.0% 0.0% 217 +917 78.51% Q4 2025 Jan 23, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 2,074 346 0.01% 0.01% 218 -1,325 -38.98% Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History Reduced 2,043 341 0.08% 0.1% 219 -1,166 -36.34% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History New 2,011 336 0.0% 220 +2,011 New Q4 2025 Jan 29, 2026
ACCOUNT MANAGEMENT LLC History No change 1,937 323 0.35% 0.37% 221 0 0.0% Q4 2025 Feb 02, 2026
Park Place Capital Corp History No change 1,900 317 0.07% 0.07% 222 0 0.0% Q4 2025 Jan 09, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,887 315 0.0% 0.0% 223 -101 -5.08% Q4 2025 Jan 15, 2026
MARSHALL WACE, LLP History Reduced 1,871 312 0.0% 0.0% 224 -1,824 -49.36% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 1,866 311 0.01% 0.01% 225 -55 -2.86% Q4 2025 Feb 11, 2026
Jump Financial, LLC History Reduced 1,841 307 0.0% 0.01% 226 -4,808 -72.31% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 1,828 306 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 13, 2026
XPONANCE LLC History Added to 1,814 303 0.0% 0.0% 228 +6 0.33% Q4 2025 Feb 12, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,798 300 0.0% 0.01% 229 +38 2.16% Q4 2025 Jan 28, 2026
Prospera Financial Services Inc History No change 1,785 298 0.0% 0.01% 230 0 0.0% Q4 2025 Feb 09, 2026
Magnetar Financial LLC History New 1,744 291 0.0% 232 +1,744 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,743 291 0.0% 0.0% 231 -328 -15.84% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 1,727 288 0.0% 0.0% 233 +85 5.18% Q4 2025 Jan 30, 2026
Private Advisor Group, LLC History Added to 1,728 288 0.0% 0.0% 234 +3 0.17% Q4 2025 Feb 17, 2026
PDT Partners, LLC History New 1,700 284 0.02% 235 +1,700 New Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Reduced 1,672 279 0.02% 0.02% 236 -30 -1.76% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History Reduced 1,645 275 0.01% 0.01% 237 -192 -10.45% Q4 2025 Jan 29, 2026
Turtle Creek Wealth Advisors, LLC History New 1,627 272 0.02% 238 +1,627 New Q4 2025 Jan 28, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 1,609 269 0.0% 0.0% 239 -107 -6.24% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 1,605 268 0.0% 0.01% 240 -750 -31.85% Q4 2025 Feb 11, 2026
&PARTNERS History Reduced 1,596 266 0.0% 0.0% 241 -60 -3.62% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History Reduced 1,581 264 0.01% 0.03% 242 -2,221 -58.42% Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 1,561 260 0.13% 244 +1,561 New Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Added to 1,559 260 0.01% 0.01% 243 +108 7.44% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 1,552 259 0.0% 0.0% 245 -200 -11.42% Q4 2025 Jan 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 1,541 257 0.0% 0.0% 246 -742 -32.5% Q4 2025 Feb 11, 2026
CIBC WORLD MARKETS CORP History New 1,521 254 0.0% 247 +1,521 New Q4 2025 Feb 12, 2026
LEGACY FINANCIAL GROUP, INC. History No change 1,504 251 0.07% 0.07% 248 0 0.0% Q4 2025 Feb 06, 2026
Entropy Technologies, LP History New 1,500 250 0.01% 249 +1,500 New Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Reduced 1,432 242 0.0% 0.0% 250 -6,613 -82.2% Q4 2025 Feb 18, 2026
NDVR, Inc. History Reduced 1,419 237 0.2% 0.25% 251 -282 -16.58% Q4 2025 Feb 12, 2026
Perigon Wealth Management, LLC History Added to 1,410 235 0.0% 0.0% 252 +39 2.84% Q4 2025 Jan 16, 2026
Legato Capital Management LLC History Reduced 1,377 230 0.02% 0.05% 253 -1,304 -48.64% Q4 2025 Feb 06, 2026
Ensign Peak Advisors, Inc History Reduced 1,280 214 0.0% 0.0% 254 -2,850 -69.01% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,224 204 0.0% 0.0% 255 -426 -25.82% Q4 2025 Feb 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 1,213 202 0.01% 0.01% 256 -27 -2.18% Q4 2025 Feb 13, 2026
New Age Alpha Advisors, LLC History Added to 1,203 201 0.01% 0.01% 257 +78 6.93% Q4 2025 Feb 09, 2026
State of Wyoming History New 1,093 182 0.02% 258 +1,093 New Q4 2025 Feb 11, 2026
Caitong International Asset Management Co., Ltd History Added to 1,024 171 0.04% 0.0% 259 +1,003 4776.19% Q4 2025 Mar 03, 2026
Smartleaf Asset Management LLC History Added to 897 152 0.01% 0.01% 260 +21 2.4% Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Reduced 775 129 0.0% 0.12% 261 -23,711 -96.83% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 711 118 0.0% 0.0% 262 -30 -4.05% Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History Added to 670 112 0.01% 0.01% 263 +40 6.35% Q4 2025 Jan 27, 2026
US BANCORP \DE\ History Reduced 630 105 0.0% 0.0% 264 -25 -3.82% Q4 2025 Jan 30, 2026
KBC Group NV History No change 587 98 0.0% 0.0% 265 0 0.0% Q4 2025 Jan 26, 2026
GAMMA Investing LLC History Reduced 584 97 0.0% 0.01% 266 -12 -2.01% Q4 2025 Jan 05, 2026
Osbon Capital Management LLC History New 559 93 0.09% 267 +559 New Q4 2025 Mar 16, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 515 86 0.0% 268 +515 New Q4 2025 Jan 14, 2026
Centerpoint Advisors, LLC History No change 500 84 0.03% 0.03% 269 0 0.0% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 479 80 0.0% 0.0% 270 -25 -4.96% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 447 74 0.01% 271 +447 New Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 430 71 0.0% 0.0% 272 -96 -18.25% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History New 390 65 0.0% 273 +390 New Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 377 63 0.0% 0.01% 274 -1,579 -80.73% Q4 2025 Feb 17, 2026
ESL Trust Services, LLC History No change 375 62 0.01% 0.01% 275 0 0.0% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 288 48 0.0% 277 +288 New Q4 2025 Feb 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 285 48 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Added to 235 39 0.0% 0.0% 278 +2 0.86% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Reduced 232 38 0.0% 0.0% 279 -11 -4.53% Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History Reduced 206 36 0.0% 0.0% 281 -23 -10.04% Q4 2025 Jan 28, 2026
Versant Capital Management, Inc History Added to 218 36 0.0% 0.01% 280 +2 0.93% Q4 2025 Jan 08, 2026
Covestor Ltd History Reduced 210 35 0.02% 0.02% 282 -21 -9.09% Q4 2025 Feb 06, 2026
DV Trading LLC History New 200 33 0.0% 283 +200 New Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 191 31 0.0% 0.0% 284 -26 -11.98% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History No change 180 30 0.0% 0.0% 285 0 0.0% Q4 2025 Jan 29, 2026
SJS Investment Consulting Inc. History Added to 157 26 0.0% 286 +155 7750.0% Q4 2025 Jan 21, 2026
CWM, LLC History Reduced 151 25 0.0% 0.0% 287 -30 -16.57% Q4 2025 Jan 26, 2026
Sterling Capital Management LLC History Added to 149 24 0.0% 0.0% 288 +93 166.07% Q4 2025 Feb 13, 2026
V-Square Quantitative Management LLC History New 141 23 0.0% 289 +141 New Q4 2025 Jan 22, 2026
Camelot Portfolios, LLC History New 137 22 0.01% 291 +137 New Q4 2025 Jan 29, 2026
UMB Bank, n.a. History Reduced 136 22 0.0% 0.0% 290 -13 -8.72% Q4 2025 Feb 13, 2026
Harvest Fund Management Co., Ltd History Reduced 123 21 0.0% 0.0% 292 -14 -10.22% Q4 2025 Feb 11, 2026
Kemnay Advisory Services Inc. History New 121 20 0.0% 293 +121 New Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 121 20 0.0% 0.0% 294 -12 -9.02% Q4 2025 Feb 13, 2026
Quarry LP History New 105 17 0.0% 298 +105 New Q4 2025 Feb 13, 2026
Rossby Financial, LCC History Added to 103 17 0.01% 0.0% 299 +44 74.58% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Reduced 105 17 0.0% 0.0% 296 -35 -25.0% Q4 2025 Feb 12, 2026
Crewe Advisors LLC History Added to 106 17 0.0% 0.0% 297 +18 20.45% Q4 2025 Jan 16, 2026
CENTRAL TRUST Co History Added to 105 17 0.0% 0.0% 295 +5 5.0% Q4 2025 Feb 02, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 100 16 0.0% 0.0% 303 +88 733.33% Q4 2025 Feb 09, 2026
DANSKE BANK A/S History No change 100 16 0.0% 0.0% 300 0 0.0% Q4 2025 Feb 02, 2026
Costello Asset Management, INC History No change 100 16 0.01% 0.01% 301 0 0.0% Q4 2025 Feb 03, 2026
Key FInancial Inc History No change 100 16 0.0% 0.0% 302 0 0.0% Q4 2025 Feb 09, 2026
CIBC Private Wealth Group LLC History Reduced 90 15 0.0% 0.0% 304 -45 -33.33% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 94 15 0.0% 0.0% 305 -33 -25.98% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History No change 89 14 0.0% 0.0% 306 0 0.0% Q4 2025 Feb 06, 2026
Sunbelt Securities, Inc. History No change 82 13 0.0% 0.0% 307 0 0.0% Q4 2025 Feb 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 76 12 0.0% 308 +76 New Q4 2025 Feb 03, 2026
SBI Securities Co., Ltd. History Reduced 75 12 0.0% 0.0% 309 -10 -11.76% Q4 2025 Feb 03, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 68 11 0.0% 0.0% 310 +60 750.0% Q4 2025 Feb 09, 2026
Bank of Jackson Hole Trust History No change 70 11 0.01% 0.01% 311 0 0.0% Q4 2025 Feb 12, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 62 10 0.01% 315 +62 New Q4 2025 Mar 05, 2026
WHITTIER TRUST CO History No change 59 10 0.0% 0.0% 312 0 0.0% Q4 2025 Jan 26, 2026
GHP Investment Advisors, Inc. History No change 64 10 0.0% 0.0% 313 0 0.0% Q4 2025 Jan 27, 2026
Evelyn Partners Asset Management Ltd History No change 65 10 0.0% 0.0% 314 0 0.0% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 58 9 0.0% 0.0% 319 -18 -23.68% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Added to 57 9 0.0% 0.0% 317 +12 26.67% Q4 2025 Feb 09, 2026
Root Financial Partners, LLC History Added to 56 9 0.0% 0.0% 320 +6 12.0% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Reduced 54 9 0.0% 0.0% 318 -3 -5.26% Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 54 9 0.0% 0.0% 316 0 0.0% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History New 45 8 0.0% 323 +45 New Q4 2025 Jan 21, 2026
Bare Financial Services, Inc History Added to 53 8 0.0% 0.0% 325 +11 26.19% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Reduced 50 8 0.0% 0.0% 321 -1 -1.96% Q4 2025 Feb 02, 2026
MassMutual Private Wealth & Trust, FSB History No change 53 8 0.0% 0.0% 322 0 0.0% Q4 2025 Jan 07, 2026
JTC Employer Solutions Trustee Ltd History No change 48 8 0.0% 0.0% 324 0 0.0% Q4 2025 Feb 10, 2026
Private Wealth Management Group, LLC History No change 42 7 0.0% 0.0% 326 0 0.0% Q4 2025 Jan 23, 2026
Laurel Wealth Advisors LLC History New 37 6 0.0% 328 +37 New Q4 2025 Jan 30, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 37 6 0.0% 0.0% 327 0 0.0% Q4 2025 Jan 14, 2026
WOLFF WIESE MAGANA LLC History No change 41 6 0.0% 0.0% 329 0 0.0% Q4 2025 Jan 14, 2026
WealthCollab, LLC History No change 41 6 0.0% 0.0% 330 0 0.0% Q4 2025 Jan 27, 2026
LRI Investments, LLC History No change 37 6 0.0% 0.0% 331 0 0.0% Q4 2025 Feb 04, 2026
Morse Asset Management, Inc History Reduced 30 5 0.0% 0.02% 333 -405 -93.1% Q4 2025 Feb 03, 2026
Compagnie Lombard Odier SCmA History No change 30 5 0.0% 0.0% 332 0 0.0% Q4 2025 Jan 16, 2026
Concord Wealth Partners History No change 32 5 0.0% 0.0% 334 0 0.0% Q4 2025 Jan 29, 2026
Bell Investment Advisors, Inc History No change 34 5 0.0% 0.0% 335 0 0.0% Q4 2025 Feb 24, 2026
Optiver Holding B.V. History Reduced 29 4 0.0% 0.0% 343 -58 -66.67% Q4 2025 Feb 17, 2026
Kingdom Financial Group LLC. History New 29 4 0.0% 344 +29 New Q4 2025 Feb 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 25 4 0.0% 345 +25 New Q4 2025 Feb 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 25 4 0.0% 0.0% 338 +12 92.31% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 26 4 0.0% 0.0% 341 -6 -18.75% Q4 2025 Feb 09, 2026
JFS WEALTH ADVISORS, LLC History Added to 29 4 0.0% 0.0% 339 +4 16.0% Q4 2025 Jan 14, 2026
GODSEY & GIBB, INC History No change 25 4 0.0% 0.0% 336 0 0.0% Q4 2025 Jan 27, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 25 4 0.0% 0.0% 337 0 0.0% Q4 2025 Feb 12, 2026
Anchor Investment Management, LLC History No change 25 4 0.0% 0.0% 340 0 0.0% Q4 2025 Feb 26, 2026
CVA Family Office, LLC History No change 24 4 0.0% 0.0% 342 0 0.0% Q4 2025 Jan 12, 2026
Keating Financial Advisory Services, Inc. History New 23 3 0.0% 351 +23 New Q4 2025 Feb 09, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 18 3 0.0% 346 +18 New Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History No change 22 3 0.0% 0.0% 347 0 0.0% Q4 2025 Feb 02, 2026
Parkside Financial Bank & Trust History No change 19 3 0.0% 0.0% 348 0 0.0% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History No change 18 3 0.0% 0.0% 349 0 0.0% Q4 2025 Jan 28, 2026
Financial Network Wealth Advisors LLC History No change 22 3 0.0% 0.0% 350 0 0.0% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 14 2 0.0% 357 +14 New Q4 2025 Jan 21, 2026
BROWN BROTHERS HARRIMAN & CO History New 13 2 0.0% 352 +13 New Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 14 2 0.0% 0.0% 353 +1 7.69% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 13 2 0.0% 0.0% 354 +1 8.33% Q4 2025 Feb 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 13 2 0.0% 0.0% 355 0 0.0% Q4 2025 Feb 03, 2026
Transamerica Financial Advisors, LLC History No change 16 2 0.0% 0.0% 356 0 0.0% Q4 2025 Feb 13, 2026
DAGCO, INC. History No change 12 2 0.0% 0.0% 358 0 0.0% Q4 2025 Jan 08, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 13 2 0.0% 0.0% 359 0 0.0% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 11 1 0.0% 368 +11 New Q4 2025 Feb 17, 2026
Key Capital Management, INC History New 10 1 0.0% 376 +10 New Q4 2025 Jan 26, 2026
BOK Financial Private Wealth, Inc. History New 9 1 0.0% 364 +9 New Q4 2025 Feb 06, 2026
CURIO WEALTH, LLC History New 8 1 0.0% 374 +8 New Q4 2025 Feb 11, 2026
OPTIMA CAPITAL LLC History New 8 1 0.0% 375 +8 New Q4 2025 Jan 23, 2026
ATWOOD & PALMER INC History New 7 1 0.0% 363 +7 New Q4 2025 Jan 28, 2026
CULLEN/FROST BANKERS, INC. History New 6 1 0.0% 360 +6 New Q4 2025 Feb 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 6 1 0.0% 361 +6 New Q4 2025 Jan 20, 2026
True Wealth Design, LLC History Reduced 8 1 0.0% 0.0% 371 -1 -11.11% Q4 2025 Jan 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 8 1 0.0% 0.0% 362 0 0.0% Q4 2025 Feb 06, 2026
Capital Analysts, LLC History No change 8 1 0.0% 0.0% 365 0 0.0% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History No change 11 1 0.0% 0.0% 366 0 0.0% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History No change 11 1 0.0% 0.0% 367 0 0.0% Q4 2025 Jan 13, 2026
Smallwood Wealth Investment Management, LLC History No change 6 1 0.0% 0.0% 369 0 0.0% Q4 2025 Jan 23, 2026
Cape Investment Advisory, Inc. History No change 7 1 0.0% 0.0% 370 0 0.0% Q4 2025 Feb 17, 2026
Accordant Advisory Group Inc History No change 7 1 0.0% 0.0% 372 0 0.0% Q4 2025 Jan 22, 2026
Millstone Evans Group, LLC History No change 11 1 0.0% 0.0% 373 0 0.0% Q4 2025 Feb 02, 2026
Azora Capital LP History Closed out 0 0 1.86% -225,404 -100.0% Q3 2025 Nov 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.03% -160,328 -100.0% Q3 2025 Nov 13, 2025
FRONTIER CAPITAL MANAGEMENT CO LLC History Closed out 0 0 0.14% -86,495 -100.0% Q3 2025 Nov 14, 2025
Amundi History Closed out 0 0 0.0% -64,797 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 0.02% -26,330 -100.0% Q3 2025 Nov 14, 2025
Baird Financial Group, Inc. History Closed out 0 0 0.01% -26,124 -100.0% Q3 2025 Nov 13, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.59% -20,152 -100.0% Q3 2025 Nov 13, 2025
Interval Partners, LP History Closed out 0 0 0.03% -10,682 -100.0% Q3 2025 Nov 14, 2025
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -9,842 -100.0% Q3 2025 Nov 14, 2025
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 0.01% -8,600 -100.0% Q3 2025 Oct 20, 2025
HRT FINANCIAL LP History Closed out 0 0 0.01% -7,696 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -6,172 -100.0% Q3 2025 Nov 14, 2025
OP Asset Management Ltd History Closed out 0 0 0.01% -5,792 -100.0% Q3 2025 Apr 20, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.02% -4,681 -100.0% Q3 2025 Nov 17, 2025
Alamea Verwaltungs GmbH History Closed out 0 0 0.37% -3,062 -100.0% Q3 2025 Nov 13, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.03% -2,446 -100.0% Q3 2025 Nov 14, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -2,348 -100.0% Q3 2025 Jan 13, 2026
INCEPTIONR LLC History Closed out 0 0 0.1% -2,231 -100.0% Q3 2025 Nov 13, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -2,112 -100.0% Q3 2025 Nov 14, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -2,040 -100.0% Q3 2025 Nov 14, 2025
VICUS CAPITAL History Closed out 0 0 0.02% -1,595 -100.0% Q3 2025 Oct 24, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.02% -1,407 -100.0% Q3 2025 Nov 07, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.06% -1,386 -100.0% Q3 2025 Nov 13, 2025
Crossmark Global Holdings, Inc. History Closed out 0 0 0.0% -1,307 -100.0% Q3 2025 Nov 12, 2025
MONTGOMERY INVESTMENT MANAGEMENT INC History Closed out 0 0 0.07% -1,200 -100.0% Q3 2025 Oct 17, 2025
Neuberger Berman Group LLC History Closed out 0 0 0.0% -1,157 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -451 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -229 -100.0% Q3 2025 Nov 12, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.02% -187 -100.0% Q3 2025 Nov 12, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -105 -100.0% Q3 2025 Nov 06, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -93 -100.0% Q3 2025 Nov 07, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -73 -100.0% Q3 2025 Oct 08, 2025
Spire Wealth Management History Reduced 5 0 0.0% -47 -90.38% Q4 2025 Jan 14, 2026
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -27 -100.0% Q3 2025 Nov 13, 2025
Altshuler Shaham Ltd History Closed out 0 0 0.0% -24 -100.0% Q3 2025 Nov 13, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -19 -100.0% Q3 2025 Nov 14, 2025
Saranac Partners Ltd History Closed out 0 0 0.0% -7 -100.0% Q3 2025 Dec 05, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Oct 29, 2025
Ankerstar Wealth, LLC History New 3 0 +3 New Q4 2025 Feb 12, 2026
Cloud Capital Management, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 03, 2025
TD Capital Management LLC History New 2 0 +2 New Q4 2025 Feb 26, 2026
SHP Wealth Management History New 2 0 +2 New Q4 2025 Mar 04, 2026
Fortitude Family Office, LLC History Reduced 4 0 0.0% -2 -33.33% Q4 2025 Jan 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
Clearstead Trust, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 10, 2025
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Abound Wealth Management History Added to 3 0 +1 50.0% Q4 2025 Jan 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 3 0 0 0.0% Q4 2025 Jan 23, 2026
SouthState Bank Corp History No change 4 0 0 0.0% Q4 2025 Feb 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 3 0 0 0.0% Q4 2025 Jan 20, 2026
TRUST CO OF VERMONT History No change 1 0 0 0.0% Q4 2025 Jan 16, 2026
Manchester Capital Management LLC History No change 5 0 0 0.0% Q4 2025 Feb 11, 2026
AdvisorNet Financial, Inc History No change 5 0 0 0.0% Q4 2025 Jan 20, 2026
NewEdge Advisors, LLC History No change 3 0 0 0.0% Q4 2025 Feb 18, 2026
Darwin Wealth Management, LLC History No change 5 0 0 0.0% Q4 2025 Jan 22, 2026
Bogart Wealth, LLC History No change 1 0 0 0.0% Q4 2025 Jan 30, 2026
Truvestments Capital LLC History No change 2 0 0 0.0% Q4 2025 Feb 13, 2026
Bay Harbor Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Feb 02, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
Strategic Advocates LLC History No change 2 0 0 0.0% Q4 2025 Feb 11, 2026
DiNuzzo Private Wealth, Inc. History No change 3 0 0 0.0% Q4 2025 Jan 16, 2026
Sachetta, LLC History No change 2 0 0 0.0% Q4 2025 Feb 02, 2026
Federation des caisses Desjardins du Quebec History No change 3 0 0 0.0% Q4 2025 Feb 12, 2026
Murphy & Mullick Capital Management Corp History No change 4 0 0 0.0% Q4 2025 Feb 10, 2026
Nova Wealth Management, Inc. History No change 5 0 0 0.0% Q4 2025 Jan 14, 2026
Rialto Wealth Management, LLC History No change 2 0 0 0.0% Q4 2025 Jan 12, 2026
Kilter Group LLC History No change 5 0 0 0.0% Q4 2025 Feb 13, 2026
HFM Investment Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 05, 2026