PEARSON PLC - PSO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 26 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,971,424 | 55,758 | 0.0% | 0.0% | 1 | +1,015,739 | 34.37% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 2,480,062 | 34,820 | 0.0% | 0.0% | 2 | -45,200 | -1.79% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,250,970 | 31,603 | 0.0% | 0.0% | 3 | +266,782 | 13.45% | Q4 2025 | Mar 25, 2026 |
| Invesco Ltd. | History | Added to | 1,122,325 | 15,757 | 0.0% | 0.0% | 4 | +272,995 | 32.14% | Q4 2025 | Feb 19, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,010,517 | 14,187 | 0.0% | 0.0% | 5 | -127,735 | -11.22% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 954,122 | 13,395 | 0.01% | 0.01% | 6 | +163,193 | 20.63% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | New | 805,966 | 11,315 | 0.02% | — | 7 | +805,966 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Added to | 787,354 | 11,054 | 0.0% | 0.0% | 8 | +73,816 | 10.35% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 738,890 | 10,374 | 0.0% | 0.0% | 9 | -57,975 | -7.28% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 543,383 | 7,629 | 0.0% | 0.0% | 10 | +165,523 | 43.81% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 524,274 | 7,360 | 0.0% | 0.0% | 11 | +269,692 | 105.94% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | New | 464,036 | 6,515 | 0.01% | — | 12 | +464,036 | New | Q4 2025 | Feb 13, 2026 |
| 13D Management LLC | History | No change | 458,338 | 6,435 | 7.66% | 6.22% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 439,066 | 6,164 | 0.01% | 0.01% | 14 | +154,929 | 54.53% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 375,912 | 5,277 | 0.21% | 0.22% | 15 | -31,874 | -7.82% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 367,978 | 5,166 | 0.0% | 0.0% | 16 | +70,423 | 23.67% | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | Added to | 357,496 | 5,019 | 0.47% | 0.3% | 17 | +138,986 | 63.61% | Q4 2025 | Feb 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 313,579 | 4,402 | 0.0% | 0.0% | 18 | +92,176 | 41.63% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 312,948 | 4,393 | 0.02% | 0.01% | 19 | +136,242 | 77.1% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 253,126 | 3,553 | 0.0% | 0.0% | 20 | +232,893 | 1151.06% | Q4 2025 | Feb 17, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 235,722 | 3,309 | 0.81% | 0.64% | 21 | +57,422 | 32.21% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 220,719 | 3,098 | 0.0% | 0.0% | 22 | +59,710 | 37.08% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 196,250 | 2,755 | 0.0% | 0.0% | 23 | +101,191 | 106.45% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 189,201 | 2,656 | 0.06% | 0.07% | 24 | -48,689 | -20.47% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 188,391 | 2,645 | 0.0% | 0.0% | 25 | +26,425 | 16.32% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 169,688 | 2,382 | 0.0% | 0.0% | 26 | +62,222 | 57.9% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 159,944 | 2,245 | 0.0% | 0.0% | 27 | -27,166 | -14.52% | Q4 2025 | Feb 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 156,839 | 2,202 | 0.02% | 0.02% | 28 | +36,302 | 30.12% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 155,915 | 2,189 | 0.05% | 0.04% | 29 | +41,693 | 36.5% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 145,965 | 2,049 | 0.0% | 0.0% | 30 | -17,280 | -10.59% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 145,308 | 2,040 | 0.0% | 0.0% | 31 | +5,492 | 3.93% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 142,811 | 2,005 | 0.0% | 0.0% | 32 | -14,585 | -9.27% | Q4 2025 | Feb 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 140,962 | 1,979 | 0.03% | 0.03% | 33 | -14,818 | -9.51% | Q4 2025 | Feb 03, 2026 |
| Ethic Inc. | History | Reduced | 136,224 | 1,912 | 0.03% | 0.03% | 34 | -3,358 | -2.41% | Q4 2025 | Feb 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 127,954 | 1,796 | 0.0% | 0.0% | 35 | +66,885 | 109.52% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 125,948 | 1,768 | 0.01% | — | 36 | +125,948 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 124,020 | 1,741 | 0.0% | 0.0% | 37 | +79,460 | 178.32% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 115,173 | 1,617 | 0.0% | 0.0% | 38 | -24,046 | -17.27% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 111,677 | 1,567 | 0.02% | 0.02% | 39 | -8,520 | -7.09% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 98,636 | 1,384 | 0.0% | 0.0% | 40 | +65,663 | 199.14% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 94,600 | 1,328 | 0.0% | 0.01% | 41 | -196,400 | -67.49% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 82,110 | 1,152 | 0.0% | 0.0% | 42 | +69,033 | 527.9% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 79,224 | 1,112 | 0.0% | 0.0% | 43 | +4,251 | 5.67% | Q4 2025 | Feb 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 77,381 | 1,086 | 0.02% | — | 44 | +77,381 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 77,111 | 1,082 | 0.0% | 0.0% | 45 | +4,582 | 6.32% | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 73,662 | 1,034 | 0.1% | — | 46 | +73,662 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 67,868 | 952 | 0.0% | 0.0% | 47 | +10,968 | 19.28% | Q4 2025 | Jan 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 67,654 | 949 | 0.05% | 0.03% | 48 | +41,977 | 163.48% | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | New | 66,285 | 933 | 0.04% | — | 49 | +66,285 | New | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 62,357 | 875 | 0.0% | 0.0% | 50 | -152,290 | -70.95% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | New | 62,304 | 874 | 0.0% | — | 51 | +62,304 | New | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 61,042 | 857 | 0.01% | 0.01% | 52 | -9,322 | -13.25% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 55,309 | 776 | 0.0% | 0.0% | 53 | +5,208 | 10.4% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 54,770 | 769 | 0.01% | 0.0% | 54 | +37,413 | 215.55% | Q4 2025 | Feb 09, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 64,600 | 766 | 0.18% | 0.03% | 55 | +54,589 | 545.29% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 50,244 | 705 | 0.0% | 0.0% | 56 | -2,783 | -5.25% | Q4 2025 | Mar 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 49,253 | 691 | 0.0% | 0.0% | 57 | -6,485 | -11.63% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 48,538 | 681 | 0.02% | 0.02% | 58 | -3,350 | -6.46% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 45,179 | 634 | 0.0% | 0.0% | 59 | -28,049 | -38.3% | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 42,183 | 592 | 0.0% | 0.0% | 60 | +863 | 2.09% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | Added to | 41,720 | 585 | 0.01% | 0.01% | 61 | +23,994 | 135.36% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 41,157 | 577 | 0.0% | 0.01% | 62 | -610,183 | -93.68% | Q4 2025 | Feb 17, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 38,240 | 536 | 0.14% | 0.16% | 63 | -2,478 | -6.09% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Reduced | 36,220 | 508 | 0.01% | 0.01% | 64 | -1,807 | -4.75% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,153 | 479 | 0.0% | 0.0% | 65 | -78,136 | -69.58% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Reduced | 33,778 | 474 | 0.02% | 0.03% | 66 | -1,406 | -4.0% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 30,900 | 433 | 0.0% | 0.0% | 67 | +3,600 | 13.19% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 30,632 | 430 | 0.01% | 0.0% | 68 | +17,630 | 135.59% | Q4 2025 | Feb 17, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 30,229 | 424 | 0.05% | 0.04% | 69 | +4,450 | 17.26% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 29,682 | 416 | 0.0% | 0.0% | 70 | +17,464 | 142.94% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 29,566 | 415 | 0.01% | 0.01% | 71 | -7,550 | -20.34% | Q4 2025 | Feb 03, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 27,183 | 381 | 0.01% | 0.01% | 72 | -29,038 | -51.65% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,097 | 380 | 0.0% | 0.0% | 73 | +5,627 | 26.21% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 27,007 | 379 | 0.0% | 0.0% | 74 | -11,770 | -30.35% | Q4 2025 | Feb 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 26,872 | 377 | 0.04% | — | 75 | +26,872 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 26,136 | 366 | 0.0% | 0.0% | 76 | -6,929 | -20.96% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 25,771 | 361 | 0.01% | 0.01% | 77 | -249 | -0.96% | Q4 2025 | Jan 27, 2026 |
| Tidal Investments LLC | History | Reduced | 25,312 | 355 | 0.0% | 0.0% | 78 | -632 | -2.44% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,482 | 343 | 0.0% | 0.0% | 79 | +930 | 3.95% | Q4 2025 | Feb 06, 2026 |
| XTX Topco Ltd | History | Reduced | 24,259 | 340 | 0.01% | 0.04% | 80 | -33,829 | -58.24% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 23,841 | 334 | 0.0% | 0.0% | 81 | +11,683 | 96.09% | Q4 2025 | Feb 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 21,583 | 303 | 0.04% | 0.05% | 82 | -1,308 | -5.71% | Q4 2025 | Jan 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 21,262 | 298 | 0.0% | 0.0% | 83 | +4,100 | 23.89% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | No change | 21,252 | 298 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,950 | 294 | 0.0% | 0.0% | 85 | +2,419 | 13.05% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | New | 20,436 | 286 | 0.01% | — | 86 | +20,436 | New | Q4 2025 | Jan 16, 2026 |
| GLENMEDE TRUST CO NA | History | New | 20,305 | 285 | 0.0% | — | 87 | +20,305 | New | Q4 2025 | Feb 17, 2026 |
| FCA CORP /TX | History | No change | 20,000 | 280 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 19,769 | 277 | 0.0% | 0.0% | 89 | +361 | 1.86% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 19,340 | 271 | 0.0% | 0.0% | 90 | -10,642 | -35.49% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 18,753 | 263 | 0.0% | 0.0% | 92 | +616 | 3.4% | Q4 2025 | Jan 20, 2026 |
| M&T BANK CORP | History | Added to | 18,789 | 263 | 0.0% | 0.0% | 91 | +558 | 3.06% | Q4 2025 | Jan 30, 2026 |
| Great Waters Wealth Management | History | Reduced | 16,800 | 235 | 0.03% | 0.03% | 93 | -1,444 | -7.91% | Q4 2025 | Jan 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 16,725 | 234 | 0.0% | 0.01% | 94 | -2,440 | -12.73% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,621 | 233 | 0.0% | 0.0% | 95 | -1,149 | -6.47% | Q4 2025 | Feb 02, 2026 |
| AlphaCore Capital LLC | History | Reduced | 16,468 | 231 | 0.01% | 0.01% | 96 | -1,675 | -9.23% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Added to | 16,058 | 226 | 0.0% | 0.0% | 97 | +1,356 | 9.22% | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 15,713 | 220 | 0.0% | 0.0% | 98 | +3,640 | 30.15% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 15,363 | 215 | 0.0% | 0.0% | 99 | +2,300 | 17.61% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 15,292 | 214 | 0.03% | 0.03% | 100 | +1,239 | 8.82% | Q4 2025 | Jan 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 14,745 | 207 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Ellevest, Inc. | History | Reduced | 14,184 | 199 | 0.03% | 0.03% | 102 | -1,628 | -10.3% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,024 | 197 | 0.0% | 0.0% | 103 | +2,308 | 19.7% | Q4 2025 | Jan 05, 2026 |
| Crane Advisory, LLC | History | No change | 13,705 | 196 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | New | 12,561 | 176 | 0.0% | — | 105 | +12,561 | New | Q4 2025 | Feb 17, 2026 |
| Calydon Capital | History | Reduced | 11,894 | 166 | 0.03% | 0.03% | 106 | -2,998 | -20.13% | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 11,495 | 161 | 0.04% | — | 107 | +11,495 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 11,057 | 156 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PDS Planning, Inc | History | New | 10,727 | 150 | 0.01% | — | 109 | +10,727 | New | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,520 | 147 | 0.0% | 0.0% | 110 | -784 | -6.94% | Q4 2025 | Feb 17, 2026 |
| Optas, LLC | History | New | 10,333 | 145 | 0.02% | — | 111 | +10,333 | New | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 10,270 | 144 | 0.01% | 0.01% | 112 | -943 | -8.41% | Q4 2025 | Feb 06, 2026 |
| Vise Technologies, Inc. | History | New | 10,197 | 143 | 0.0% | — | 114 | +10,197 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | New | 10,191 | 143 | 0.0% | — | 113 | +10,191 | New | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | New | 10,122 | 142 | 0.0% | — | 115 | +10,122 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9,216 | 129 | 0.0% | 0.0% | 116 | -223 | -2.36% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 9,158 | 128 | 0.03% | — | 117 | +9,158 | New | Q4 2025 | Mar 03, 2026 |
| GAMMA Investing LLC | History | Added to | 8,397 | 117 | 0.01% | 0.01% | 118 | +922 | 12.33% | Q4 2025 | Jan 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,214 | 115 | 0.0% | 0.0% | 119 | -161,295 | -95.15% | Q4 2025 | Mar 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 7,758 | 109 | 0.0% | 0.01% | 120 | +1,874 | 31.85% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,669 | 107 | 0.0% | 0.0% | 121 | -770 | -9.12% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 7,453 | 104 | 0.01% | — | 122 | +7,453 | New | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | Reduced | 6,855 | 96 | 0.02% | 0.02% | 123 | -64 | -0.92% | Q4 2025 | Feb 06, 2026 |
| Hilltop National Bank | History | No change | 5,585 | 78 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,393 | 61 | 0.0% | 0.0% | 125 | -849 | -16.2% | Q4 2025 | Jan 16, 2026 |
| Global Trust Asset Management, LLC | History | No change | 4,300 | 60 | 0.02% | 0.03% | 126 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Added to | 3,732 | 52 | 0.0% | 0.0% | 127 | +510 | 15.83% | Q4 2025 | Jan 26, 2026 |
| Cromwell Holdings LLC | History | No change | 3,761 | 52 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 3,339 | 46 | 0.0% | — | 129 | +3,339 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,009 | 43 | 0.0% | — | 130 | +3,009 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,947 | 41 | 0.0% | 0.0% | 131 | +1,036 | 54.21% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,517 | 35 | 0.0% | — | 132 | +2,517 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 2,096 | 29 | 0.0% | 0.0% | 133 | +43 | 2.09% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,814 | 25 | 0.0% | 0.0% | 134 | +386 | 27.03% | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | No change | 1,742 | 24 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,635 | 22 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,478 | 20 | 0.0% | — | 137 | +1,478 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,229 | 17 | 0.0% | 0.0% | 139 | -2,255 | -64.72% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 1,241 | 17 | 0.0% | 0.0% | 140 | -1,772 | -58.81% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,253 | 17 | 0.0% | 0.0% | 138 | -61 | -4.64% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 759 | 10 | 0.0% | — | 141 | +759 | New | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 767 | 10 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Park Place Capital Corp | History | No change | 751 | 10 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 641 | 9 | 0.0% | 0.0% | 145 | +491 | 327.33% | Q4 2025 | Jan 28, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 705 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 592 | 8 | 0.0% | — | 146 | +592 | New | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 624 | 8 | 0.0% | 0.0% | 147 | +16 | 2.63% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 503 | 7 | 0.0% | 0.0% | 148 | +39 | 8.41% | Q4 2025 | Feb 24, 2026 |
| Larson Financial Group LLC | History | Added to | 472 | 6 | 0.0% | 0.0% | 149 | +341 | 260.31% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 482 | 6 | 0.0% | 0.0% | 150 | +168 | 53.5% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 399 | 5 | 0.0% | 0.0% | 152 | +167 | 71.98% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | No change | 413 | 5 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 348 | 4 | 0.0% | — | 156 | +348 | New | Q4 2025 | Feb 05, 2026 |
| Manchester Capital Management LLC | History | New | 314 | 4 | 0.0% | — | 154 | +314 | New | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | New | 307 | 4 | 0.0% | — | 157 | +307 | New | Q4 2025 | Jan 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 330 | 4 | 0.0% | 0.0% | 155 | +94 | 39.83% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 322 | 4 | 0.0% | 0.0% | 153 | +90 | 38.79% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 249 | 3 | 0.0% | 0.0% | 161 | -105 | -29.66% | Q4 2025 | Jan 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 252 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 264 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 249 | 3 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 249 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 204 | 2 | 0.0% | — | 163 | +204 | New | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | New | 173 | 2 | 0.0% | — | 165 | +173 | New | Q4 2025 | Jan 21, 2026 |
| GW&K Investment Management, LLC | History | No change | 142 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 115 | 1 | 0.0% | 0.0% | 173 | -187 | -61.92% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Financial Management LLC | History | New | 118 | 1 | 0.0% | — | 175 | +118 | New | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | New | 112 | 1 | 0.0% | — | 167 | +112 | New | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 110 | 1 | 0.0% | — | 174 | +110 | New | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 108 | 1 | 0.0% | — | 169 | +59 | 120.41% | Q4 2025 | Feb 05, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 80 | 1 | 0.0% | — | 171 | +47 | 142.42% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 79 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clean Yield Group | History | No change | 137 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | No change | 96 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | No change | 87 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -77,401 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,980 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73,811 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,458 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,212 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,210 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -16,583 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -12,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEEDS INVESTOR LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,434 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,257 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -1,745 | -99.32% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,692 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -239 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -67 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ares Financial Consulting, LLC | History | New | 57 | 0 | — | — | — | +57 | New | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Mar 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 20 | 0 | — | — | — | -44 | -68.75% | Q4 2025 | Jan 22, 2026 |
| Independence Bank of Kentucky | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 33 | 0 | — | — | — | +32 | 3200.0% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 17, 2026 |
| American Capital Advisory, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 51 | 0 | — | — | — | +31 | 155.0% | Q4 2025 | Feb 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4 | 0 | — | — | — | -7 | -63.64% | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |