QuantumScape Corp - QS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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
VANGUARD GROUP INC History Added to 40,959,061 426,793 0.01% 0.01% 1 +4,323,829 11.8% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 20,791,648 216,648 0.0% 0.0% 2 +1,691,193 8.85% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Added to 16,019,099 166,919 0.09% 0.04% 3 +10,954,409 216.29% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 13,132,652 136,842 0.02% 0.02% 4 -723,068 -5.22% Q4 2025 Feb 17, 2026
Capricorn Investment Group LLC History Reduced 11,496,990 119,798 14.5% 21.69% 5 -3,297,645 -22.29% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 11,126,497 115,938 0.01% 0.0% 6 +8,559,554 333.45% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 9,428,083 98,240 0.01% 0.02% 7 -164,996 -1.72% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 8,327,604 86,793 0.01% 0.01% 8 +1,189,748 16.67% Q4 2025 Feb 09, 2026
RENAISSANCE TECHNOLOGIES LLC History New 8,117,510 84,584 0.13% 9 +8,117,510 New Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 7,500,503 78,155 0.0% 0.0% 10 +529,602 7.6% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 5,714,948 59,549 0.08% 0.07% 11 +2,084,673 57.42% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 5,471,005 57,007 0.01% 0.01% 12 -32,898 -0.6% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 4,382,412 45,664 0.01% 0.0% 13 +1,768,606 67.66% Q4 2025 Mar 25, 2026
SIMPLEX TRADING, LLC History Added to 4,233,300 44,110 0.02% 0.03% 14 +73,400 1.76% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 3,821,678 39,821 0.01% 0.0% 15 +1,734,221 83.08% Q4 2025 Jan 29, 2026
COATUE MANAGEMENT LLC History Reduced 3,694,995 38,501 0.1% 0.13% 16 -600,000 -13.97% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 3,601,725 37,529 0.1% 0.11% 17 +845,105 30.66% Q4 2025 Feb 10, 2026
GROUP ONE TRADING LLC History Reduced 3,386,084 35,282 0.06% 0.08% 18 -322,965 -8.71% Q4 2025 Feb 12, 2026
IMC-Chicago, LLC History Added to 3,079,271 32,086 0.01% 0.01% 19 +75,711 2.52% Q4 2025 Jan 29, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,837,836 29,570 0.0% 0.01% 20 +188,192 7.1% Q4 2025 Feb 13, 2026
NORGES BANK History New 2,813,895 29,320 0.0% 21 +2,813,895 New Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 2,504,068 26,092 0.0% 0.0% 22 +1,140,684 83.67% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,444,093 25,467 0.01% 0.01% 23 -3,226,107 -56.9% Q4 2025 Feb 12, 2026
Amundi History Added to 2,259,768 23,546 0.01% 0.01% 24 +291,639 14.82% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,122,162 23,402 0.01% 0.0% 25 +2,058,263 3221.12% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Added to 2,201,451 22,939 0.0% 0.0% 26 +15,116 0.69% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 2,017,166 21,018 0.04% 0.08% 27 -1,588,466 -44.06% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 1,965,900 20,484 0.01% 0.01% 28 +590,400 42.92% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 1,847,599 19,251 0.05% 0.05% 29 +319,507 20.91% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 1,751,018 18,245 0.0% 0.0% 30 +76,711 4.58% Q4 2025 Feb 19, 2026
Qube Research & Technologies Ltd History New 1,716,231 17,883 0.02% 31 +1,716,231 New Q4 2025 Feb 17, 2026
CANTOR FITZGERALD, L. P. History New 1,705,049 17,766 0.27% 32 +1,705,049 New Q4 2025 Feb 17, 2026
BAILLIE GIFFORD & CO History Reduced 1,459,100 15,203 0.01% 0.02% 33 -249,029 -14.58% Q4 2025 Jan 23, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,270,297 13,236 0.01% 0.01% 34 -879,795 -40.92% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History No change 1,246,210 12,985 0.2% 0.24% 35 0 0.0% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 1,209,197 12,599 0.0% 0.0% 36 +249,676 26.02% Q4 2025 Feb 10, 2026
Walleye Capital LLC History Added to 1,179,754 12,293 0.04% 0.03% 37 +573,654 94.65% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 1,176,982 12,264 0.0% 0.0% 38 +462,902 64.82% Q4 2025 Feb 12, 2026
Marex Group plc History Added to 1,071,592 11,165 0.07% 0.0% 39 +1,052,972 5655.06% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 998,556 10,404 0.0% 0.0% 40 -42,026 -4.04% Q4 2025 Feb 13, 2026
Clear Street Group Inc. History New 989,794 10,313 0.04% 41 +989,794 New Q4 2025 Feb 13, 2026
Jump Financial, LLC History New 949,672 9,895 0.12% 42 +949,672 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 930,269 9,693 0.01% 0.02% 43 -9,890 -1.05% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 884,180 9,213 0.0% 0.0% 44 +213,068 31.75% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 870,752 9,073 0.0% 0.0% 45 +80,800 10.23% Q4 2025 Feb 11, 2026
Arthedge Capital Management, LLC History No change 848,000 8,836 5.79% 6.63% 46 0 0.0% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 829,500 8,643 0.02% 0.02% 47 -72,200 -8.01% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 824,900 8,595 0.01% 0.01% 48 +25,000 3.13% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 798,297 8,318 0.02% 148.14% 49 -1,791,588 -69.18% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 782,315 8,151 0.01% 50 +782,315 New Q4 2025 Feb 17, 2026
Quantbot Technologies LP History New 507,580 5,288 0.18% 51 +507,580 New Q4 2025 Feb 10, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History New 500,000 5,210 0.11% 52 +500,000 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 450,641 4,695 0.01% 0.01% 53 -8,012 -1.75% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 441,504 4,600 0.0% 0.0% 54 +284,844 181.82% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 429,473 4,475 0.03% 55 +429,473 New Q4 2025 Jan 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 421,582 4,392 0.01% 0.01% 56 -13,177 -3.03% Q4 2025 Feb 17, 2026
Crawford Fund Management, LLC History Reduced 418,000 4,355 0.57% 0.91% 57 -44,000 -9.52% Q4 2025 Feb 17, 2026
Trexquant Investment LP History New 413,625 4,309 0.04% 58 +413,625 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 410,338 4,277 0.0% 0.0% 59 +74,674 22.25% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 406,066 4,231 0.0% 0.0% 60 -31,750 -7.25% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 398,646 4,153 0.0% 0.01% 61 -49,330 -11.01% Q4 2025 Feb 17, 2026
Creative Planning History Added to 371,899 3,875 0.0% 0.0% 62 +16,059 4.51% Q4 2025 Feb 17, 2026
THAMES CAPITAL MANAGEMENT LLC History Reduced 369,686 3,852 0.56% 1.21% 63 -317,020 -46.17% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 366,511 3,819 0.01% 0.01% 64 +23,326 6.8% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Added to 366,555 3,819 0.0% 0.0% 65 +19,586 5.64% Q4 2025 Feb 13, 2026
Bridgewater Associates, LP History Added to 336,121 3,502 0.01% 0.01% 66 +69,968 26.29% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 334,356 3,483 0.01% 0.01% 67 +27,400 8.93% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 332,815 3,468 0.01% 0.01% 68 +30,221 9.99% Q4 2025 Feb 05, 2026
Virtu Financial LLC History New 315,454 3,287 0.13% 69 +315,454 New Q4 2025 Feb 23, 2026
DnB Asset Management AS History Reduced 298,166 3,106 0.01% 0.02% 70 -92,792 -23.73% Q4 2025 Feb 05, 2026
Schonfeld Strategic Advisors LLC History New 287,514 2,995 0.01% 71 +287,514 New Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 277,235 2,888 0.01% 0.03% 72 -1,200,365 -81.24% Q4 2025 Mar 12, 2026
Prospera Financial Services Inc History Added to 262,846 2,738 0.04% 0.06% 73 +18 0.01% Q4 2025 Feb 09, 2026
HSBC HOLDINGS PLC History Added to 249,036 2,606 0.0% 0.0% 74 +147,697 145.75% Q4 2025 Mar 20, 2026
Caption Management, LLC History Added to 242,100 2,522 0.02% 0.02% 75 +15,000 6.61% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 241,716 2,518 0.01% 0.0% 76 +224,416 1297.2% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 236,863 2,468 0.0% 0.0% 77 +109,114 85.41% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 231,603 2,413 0.0% 0.0% 78 +114,203 97.28% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 227,476 2,370 0.0% 0.0% 79 -85,721 -27.37% Q4 2025 Feb 18, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 224,878 2,343 0.0% 0.0% 80 0 0.0% Q4 2025 Feb 12, 2026
CANNELL CAPITAL LLC History New 2,234 2,327 1.13% 81 +2,234 New Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 222,939 2,323 0.0% 0.0% 82 +176,049 375.45% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 211,280 2,201 0.01% 0.03% 83 -394,766 -65.14% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Added to 194,150 2,023 0.03% 0.03% 84 +57,640 42.22% Q4 2025 Feb 17, 2026
FORA Capital, LLC History Added to 190,340 1,983 0.24% 0.17% 85 +110,209 137.54% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 189,827 1,977 0.02% 0.02% 86 +6,270 3.42% Q4 2025 Feb 13, 2026
Entropy Technologies, LP History Added to 188,593 1,965 0.11% 0.05% 87 +136,893 264.78% Q4 2025 Feb 13, 2026
Treasurer of the State of North Carolina History Added to 188,329 1,962 0.01% 0.01% 88 +414 0.22% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 186,200 1,940 0.0% 0.01% 89 -441,761 -70.35% Q4 2025 Feb 13, 2026
CSS LLC/IL History Added to 182,600 1,902 0.08% 0.09% 90 +16,500 9.93% Q4 2025 Feb 17, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 180,396 1,879 0.45% 1.02% 91 -154,586 -46.15% Q4 2025 Feb 02, 2026
JANUS HENDERSON GROUP PLC History No change 178,704 1,862 0.0% 0.0% 92 0 0.0% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 168,784 1,758 0.01% 0.0% 93 +1,269 0.76% Q4 2025 Jan 29, 2026
State of New Jersey Common Pension Fund D History Reduced 166,296 1,732 0.01% 0.01% 94 -103,979 -38.47% Q4 2025 Jan 30, 2026
180 WEALTH ADVISORS, LLC History Added to 164,161 1,710 0.19% 0.2% 95 +27,673 20.28% Q4 2025 Jan 09, 2026
ALLIANCEBERNSTEIN L.P. History Added to 148,674 1,549 0.0% 0.0% 96 +12,859 9.47% Q4 2025 Feb 17, 2026
GUARDIAN INVESTMENT MANAGEMENT History Reduced 34,730 1,490 1.16% 2.5% 97 -13,410 -27.86% Q4 2025 Jan 23, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 142,938 1,489 0.0% 0.0% 98 +19,257 15.57% Q4 2025 Feb 17, 2026
Green Alpha Advisors, LLC History Reduced 136,792 1,425 1.31% 1.63% 99 -202 -0.15% Q4 2025 Jan 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 135,292 1,409 0.0% 0.01% 100 +4,720 3.61% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 128,329 1,337 0.03% 101 +128,329 New Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Reduced 125,800 1,311 0.0% 0.01% 102 -28,800 -18.63% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 124,648 1,298 0.0% 0.0% 103 -305,520 -71.02% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 123,620 1,288 0.0% 104 +123,620 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 121,420 1,265 0.0% 0.0% 105 +46,047 61.09% Q4 2025 Feb 17, 2026
Blueshift Asset Management, LLC History Added to 120,139 1,251 0.36% 0.33% 106 +32,540 37.15% Q4 2025 Feb 13, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History Added to 120,000 1,250 0.08% 0.02% 107 +100,000 500.0% Q4 2025 Feb 17, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 118,250 1,232 0.0% 108 +118,250 New Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 115,708 1,205 0.01% 0.01% 109 -6,370 -5.22% Q4 2025 Jan 28, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 115,422 1,202 0.0% 0.0% 110 +18,705 19.34% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 111,791 1,164 0.0% 0.0% 111 -12,759 -10.24% Q4 2025 Feb 13, 2026
Carlson Capital, L.P. History Added to 110,000 1,146 0.41% 0.45% 112 +10,000 10.0% Q4 2025 Feb 03, 2026
SG Americas Securities, LLC History Reduced 565,921 1,125 0.0% 0.01% 113 -45,079 -7.38% Q4 2025 Jan 09, 2026
Engineers Gate Manager LP History Added to 106,927 1,114 0.01% 0.01% 114 +59,900 127.37% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 161,150 1,089 0.0% 0.0% 115 0 0.0% Q4 2025 Jan 28, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 100,328 1,045 0.0% 0.0% 116 +6,066 6.44% Q4 2025 Jan 27, 2026
Centiva Capital, LP History No change 100,000 1,042 0.01% 0.01% 117 0 0.0% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 98,446 1,025 0.0% 0.0% 118 -2,618 -2.59% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Added to 94,993 989 0.03% 0.02% 119 +28,605 43.09% Q4 2025 Feb 03, 2026
CITIGROUP INC History Added to 92,732 966 0.0% 0.0% 120 +15,524 20.11% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 89,400 931 0.0% 0.0% 121 +2,200 2.52% Q4 2025 Jan 28, 2026
ALPS ADVISORS INC History New 89,242 929 0.01% 122 +89,242 New Q4 2025 Feb 12, 2026
Compass Financial Group, INC/SD History No change 81,000 844 0.12% 0.15% 123 0 0.0% Q4 2025 Jan 27, 2026
AXQ CAPITAL, LP History Added to 80,046 834 0.19% 0.07% 124 +64,311 408.71% Q4 2025 Feb 10, 2026
Private Advisor Group, LLC History Added to 77,834 811 0.0% 0.0% 125 +3,943 5.34% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 75,340 785 0.01% 0.01% 126 +6,634 9.66% Q4 2025 Jan 29, 2026
Eurizon Capital SGR S.p.A. History New 74,789 775 0.0% 127 +74,789 New Q4 2025 Feb 10, 2026
GSA CAPITAL PARTNERS LLP History Added to 71,836 749 0.06% 0.04% 128 +36,230 101.75% Q4 2025 Feb 06, 2026
BARCLAYS PLC History Added to 71,160 741 0.0% 0.0% 129 +36,547 105.59% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 70,835 738 0.0% 0.0% 130 -5,281 -6.94% Q4 2025 Feb 11, 2026
Pathstone Holdings, LLC History New 68,946 718 0.0% 131 +68,946 New Q4 2025 Feb 13, 2026
Qsemble Capital Management, LP History New 68,601 714 0.06% 132 +68,601 New Q4 2025 Feb 05, 2026
ExodusPoint Capital Management, LP History New 65,207 679 0.01% 133 +65,207 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 64,779 674 0.0% 0.0% 134 -108,853 -62.69% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History Reduced 63,360 660 0.06% 0.21% 135 -146,043 -69.74% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 62,175 647 0.0% 0.0% 136 +7,407 13.52% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 62,023 646 0.0% 0.0% 137 +1,275 2.1% Q4 2025 Jan 29, 2026
Cambria Investment Management, L.P. History New 60,925 634 0.04% 138 +60,925 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 59,742 622 0.0% 0.0% 139 +8,963 17.65% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 58,951 615 0.0% 140 +58,951 New Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 58,248 606 0.0% 0.0% 141 -6,095 -9.47% Q4 2025 Feb 18, 2026
Scientech Research LLC History New 54,046 563 0.35% 142 +54,046 New Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Added to 53,831 560 0.01% 0.01% 143 +17,679 48.9% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Added to 53,008 552 0.01% 0.0% 144 +6,514 14.01% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 52,900 551 0.0% 0.0% 145 -246,091 -82.31% Q4 2025 Feb 13, 2026
OXFORD ASSET MANAGEMENT LLP History New 52,643 548 0.22% 146 +52,643 New Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 51,798 539 0.0% 0.0% 147 +33,030 175.99% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 50,970 531 0.01% 0.01% 148 +22,293 77.74% Q4 2025 Jan 23, 2026
Wealthfront Advisers LLC History Added to 50,953 530 0.0% 0.0% 150 +8,172 19.1% Q4 2025 Jan 30, 2026
NISA INVESTMENT ADVISORS, LLC History No change 50,900 530 0.0% 0.0% 149 0 0.0% Q4 2025 Jan 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 46,341 524 0.0% 0.0% 151 -12,748 -21.57% Q4 2025 Jan 08, 2026
Vontobel Holding Ltd. History Reduced 47,227 492 0.0% 0.0% 152 -73,526 -60.89% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 46,689 486 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 46,237 481 0.02% 0.02% 154 +1,516 3.39% Q4 2025 Jan 21, 2026
Baird Financial Group, Inc. History Added to 45,585 474 0.0% 0.0% 155 +11,925 35.43% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History No change 44,841 467 0.0% 0.0% 156 0 0.0% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 42,325 441 0.0% 0.0% 157 +4,975 13.32% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 40,567 422 0.0% 0.0% 158 +127 0.31% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 40,017 416 0.01% 0.01% 160 +1,873 4.91% Q4 2025 Feb 10, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 39,933 416 0.0% 0.0% 159 -1,666 -4.0% Q4 2025 Jan 26, 2026
Palumbo Wealth Management LLC History Added to 39,260 409 0.1% 0.13% 161 +5,405 15.97% Q4 2025 Jan 21, 2026
WEST MICHIGAN ADVISORS, LLC History New 39,112 407 0.09% 162 +39,112 New Q4 2025 Jan 28, 2026
Quantitative Investment Management, LLC History New 38,983 406 0.04% 163 +38,983 New Q4 2025 Feb 17, 2026
GC Wealth Management RIA, LLC History Reduced 39,019 406 0.01% 0.03% 165 -26,570 -40.51% Q4 2025 Jan 30, 2026
Summit Financial, LLC History Added to 39,058 406 0.01% 0.01% 164 +200 0.51% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 38,630 402 0.0% 0.0% 166 +2,607 7.24% Q4 2025 Feb 06, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 38,372 399 0.0% 167 +38,372 New Q4 2025 Feb 05, 2026
Jasper Ridge Partners, L.P. History No change 37,816 394 0.01% 0.01% 168 0 0.0% Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History Added to 36,527 380 0.01% 0.0% 169 +20,843 132.89% Q4 2025 Feb 09, 2026
Vanguard Personalized Indexing Management, LLC History Added to 36,362 378 0.0% 0.0% 170 +13,347 57.99% Q4 2025 Feb 13, 2026
BAILARD, INC. History Reduced 34,100 355 0.01% 0.01% 171 -20,800 -37.89% Q4 2025 Feb 04, 2026
State of Wyoming History Added to 33,766 351 0.04% 0.01% 172 +25,172 292.9% Q4 2025 Feb 11, 2026
Carson Advisory Inc. History Added to 33,300 346 0.18% 0.2% 174 +3,200 10.63% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 33,229 346 0.0% 0.0% 173 -1,460 -4.21% Q4 2025 Feb 12, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 33,160 345 0.06% 0.07% 175 -184 -0.55% Q4 2025 Feb 11, 2026
Polymer Capital Management (US) LLC History Reduced 31,975 333 0.03% 0.05% 176 -6,612 -17.14% Q4 2025 Feb 17, 2026
Adams Wealth Management History No change 31,344 329 0.07% 0.08% 177 0 0.0% Q4 2025 Feb 18, 2026
CacheTech Inc. History No change 31,344 329 0.06% 0.08% 178 0 0.0% Q4 2025 Feb 18, 2026
TWO SIGMA SECURITIES, LLC History Added to 31,450 327 0.04% 0.02% 179 +18,815 148.91% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 31,350 326 0.0% 0.0% 180 +11,820 60.52% Q4 2025 Jan 28, 2026
AlphaQuest LLC History Added to 30,732 320 0.02% 0.0% 181 +26,670 656.57% Q4 2025 Feb 09, 2026
CAXTON ASSOCIATES LLP History New 30,382 316 0.01% 182 +30,382 New Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 29,968 312 0.0% 0.0% 183 +1,559 5.49% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 29,200 304 0.0% 0.0% 185 -198,804 -87.19% Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 29,200 304 0.0% 184 +29,200 New Q4 2025 Feb 04, 2026
Ballentine Partners, LLC History Reduced 29,096 303 0.0% 0.01% 186 -300 -1.02% Q4 2025 Feb 03, 2026
Alphadyne Asset Management LP History New 29,000 302 0.01% 187 +29,000 New Q4 2025 Feb 17, 2026
Ethic Inc. History Added to 28,984 302 0.0% 0.01% 188 +715 2.53% Q4 2025 Feb 03, 2026
Prosperity Consulting Group, LLC History New 28,554 297 0.01% 189 +28,554 New Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 28,498 296 0.0% 0.0% 190 -52,400 -64.77% Q4 2025 Feb 12, 2026
XTX Topco Ltd History New 27,483 286 0.01% 194 +27,483 New Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History New 27,471 286 0.01% 191 +27,471 New Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Reduced 27,484 286 0.01% 0.01% 193 -3,742 -11.98% Q4 2025 Feb 05, 2026
Stratos Wealth Partners, LTD. History Reduced 27,474 286 0.0% 0.0% 192 -716 -2.54% Q4 2025 Jan 20, 2026
Focus Partners Wealth History New 27,248 283 0.0% 195 +27,248 New Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 26,591 277 0.0% 0.0% 196 +749 2.9% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 26,520 276 0.0% 0.0% 197 -32,280 -54.9% Q4 2025 Feb 17, 2026
Birchcreek Wealth Management, LLC History Added to 25,933 270 0.13% 0.16% 198 +650 2.57% Q4 2025 Jan 16, 2026
M&T BANK CORP History Added to 25,783 268 0.0% 0.0% 199 +6,036 30.57% Q4 2025 Jan 30, 2026
Kestra Advisory Services, LLC History Reduced 25,050 261 0.0% 0.0% 200 -1,650 -6.18% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Reduced 21,262 260 0.0% 0.0% 201 -342 -1.58% Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 24,445 254 0.0% 0.0% 202 +3,848 18.68% Q4 2025 Feb 17, 2026
Atom Investors LP History New 24,315 253 0.02% 203 +24,315 New Q4 2025 Feb 17, 2026
Utah Retirement Systems History Added to 23,843 248 0.0% 0.0% 204 +2,057 9.44% Q4 2025 Feb 17, 2026
CMC Financial Group History New 23,459 244 0.44% 205 +23,459 New Q4 2025 Jan 26, 2026
Archvest Wealth Advisors, Inc. History No change 23,500 244 0.16% 0.26% 206 0 0.0% Q4 2025 Feb 13, 2026
Armor Investment Advisors, LLC History Reduced 23,188 241 0.09% 0.1% 207 -1,697 -6.82% Q4 2025 Feb 05, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 22,965 239 0.02% 210 +22,965 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 22,983 239 0.0% 0.0% 209 +2,431 11.83% Q4 2025 Jan 29, 2026
&PARTNERS History Added to 22,949 239 0.0% 0.0% 208 +1,596 7.47% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Added to 22,826 237 0.01% 0.0% 211 +1,174 5.42% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 22,528 234 0.0% 0.0% 212 +4,602 25.67% Q4 2025 Feb 18, 2026
XPONANCE LLC History Added to 22,494 234 0.0% 0.0% 213 +2,218 10.94% Q4 2025 Feb 12, 2026
Bayforest Capital Ltd History New 22,248 231 0.17% 215 +22,248 New Q4 2025 Jan 27, 2026
Lighthouse Investment Partners, LLC History New 22,170 231 0.01% 214 +22,170 New Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History Added to 22,154 230 0.0% 0.0% 216 +8,237 59.19% Q4 2025 Feb 10, 2026
HUB Investment Partners, LLC History Reduced 22,001 229 0.01% 0.01% 217 -6,382 -22.49% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 21,893 228 0.0% 0.0% 218 +2,041 10.28% Q4 2025 Feb 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History New 21,834 227 0.0% 219 +21,834 New Q4 2025 Feb 10, 2026
OLD MISSION CAPITAL LLC History New 21,829 227 0.01% 220 +21,829 New Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 21,900 227 0.0% 0.0% 221 +8,522 63.7% Q4 2025 Jan 23, 2026
KBC Group NV History Added to 21,521 224 0.0% 0.0% 222 +7,679 55.48% Q4 2025 Jan 26, 2026
Steward Partners Investment Advisory, LLC History Reduced 21,560 224 0.0% 0.0% 223 -1,884 -8.04% Q4 2025 Feb 12, 2026
Marathon Trading Investment Management LLC History Reduced 21,324 222 0.01% 0.02% 224 -4,500 -17.43% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 20,924 218 0.0% 0.0% 225 -11,215 -34.9% Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History No change 20,855 217 0.0% 0.01% 226 0 0.0% Q4 2025 Feb 17, 2026
Inspire Advisors, LLC History New 20,738 216 0.02% 227 +20,738 New Q4 2025 Feb 13, 2026
Lighthouse Financial LLC History No change 20,300 211 0.14% 0.17% 228 0 0.0% Q4 2025 Feb 17, 2026
DUTCH ASSET Corp History New 20,153 210 0.16% 229 +20,153 New Q4 2025 Mar 11, 2026
S.E.E.D. Planning Group LLC History Reduced 20,000 208 0.06% 0.14% 230 -20,000 -50.0% Q4 2025 Jan 09, 2026
Moors & Cabot, Inc. History No change 19,950 207 0.01% 0.01% 231 0 0.0% Q4 2025 Feb 10, 2026
PANAGORA ASSET MANAGEMENT INC History New 19,807 206 0.0% 232 +19,807 New Q4 2025 Feb 13, 2026
Leonteq Securities AG History Added to 19,595 204 0.01% 0.01% 233 +5,620 40.21% Q4 2025 Feb 06, 2026
Bridgefront Capital, LLC History New 19,329 201 0.05% 234 +19,329 New Q4 2025 Feb 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 19,050 198 0.0% 0.0% 235 0 0.0% Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 18,870 196 0.0% 236 +18,870 New Q4 2025 Feb 04, 2026
Wedmont Private Capital History Added to 17,502 190 0.01% 0.01% 237 +2,387 15.79% Q4 2025 Jan 08, 2026
Sovereign Financial Group, Inc. History Reduced 18,194 189 0.03% 0.06% 238 -7,295 -28.62% Q4 2025 Jan 07, 2026
EFG International AG History New 17,965 187 0.0% 239 +17,965 New Q4 2025 Feb 17, 2026
Forum Financial Management, LP History No change 17,778 185 0.0% 0.0% 240 0 0.0% Q4 2025 Jan 27, 2026
MANGROVE PARTNERS IM, LLC History New 17,665 184 0.01% 241 +17,665 New Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 17,152 178 0.09% 242 +17,152 New Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History New 17,134 178 0.0% 244 +17,134 New Q4 2025 Feb 17, 2026
PFG Investments, LLC History Reduced 17,141 178 0.01% 0.01% 243 -5,625 -24.71% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Added to 16,965 176 0.01% 0.01% 245 +465 2.82% Q4 2025 Feb 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 16,774 174 0.0% 246 +16,774 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 30,519 170 0.0% 0.0% 247 +18,599 156.03% Q4 2025 Mar 09, 2026
KINTRA WEALTH, LLC History Added to 16,240 169 0.02% 0.1% 248 +1,262 8.43% Q4 2025 Feb 18, 2026
Ascent Wealth Partners, LLC History Added to 15,507 161 0.02% 0.02% 249 +2,296 17.38% Q4 2025 Feb 02, 2026
Weiss Asset Management LP History New 15,398 160 0.0% 250 +15,398 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 15,402 160 0.0% 0.0% 251 -4,430 -22.34% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 15,084 157 0.0% 0.0% 252 +1,689 12.61% Q4 2025 Feb 13, 2026
North Dakota State Investment Board History New 14,640 152 0.01% 254 +14,640 New Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Reduced 14,650 152 0.0% 0.0% 253 -253 -1.7% Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History Added to 14,556 151 0.0% 0.0% 255 +2,964 25.57% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 14,211 148 0.0% 0.0% 256 +1,803 14.53% Q4 2025 Feb 17, 2026
Empowered Funds, LLC History Added to 14,169 147 0.0% 0.0% 257 +1,674 13.4% Q4 2025 Feb 18, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 13,710 142 0.0% 0.0% 258 +1,302 10.49% Q4 2025 Feb 09, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 13,620 141 0.0% 0.0% 259 -40,229 -74.71% Q4 2025 Jan 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 13,223 137 0.0% 0.0% 260 +3,721 39.16% Q4 2025 Feb 06, 2026
ClearAlpha Technologies LP History New 12,795 133 0.38% 262 +12,795 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 12,798 133 0.0% 0.0% 261 +7,294 132.52% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 12,748 132 0.0% 0.0% 263 -3,108 -19.6% Q4 2025 Feb 02, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 12,619 131 0.01% 0.01% 264 0 0.0% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History Added to 12,506 130 0.0% 0.0% 265 +794 6.78% Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Reduced 12,350 128 0.0% 0.01% 266 -334 -2.63% Q4 2025 Jan 21, 2026
Venture Visionary Partners LLC History Reduced 12,011 125 0.0% 0.01% 267 -4,000 -24.98% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 11,845 123 0.0% 0.0% 268 -7,768 -39.61% Q4 2025 Jan 16, 2026
Opal Wealth Advisors, LLC History No change 11,875 123 0.03% 0.04% 269 0 0.0% Q4 2025 Jan 26, 2026
R Squared Ltd History New 11,802 122 0.06% 271 +11,802 New Q4 2025 Jan 30, 2026
AMERIPRISE FINANCIAL INC History Reduced 11,736 122 0.0% 0.0% 270 -9,033 -43.49% Q4 2025 Feb 17, 2026
Three Seasons Wealth, LLC History Reduced 11,490 119 0.01% 0.01% 272 -278 -2.36% Q4 2025 Jan 15, 2026
Neuberger Berman Group LLC History New 11,179 116 0.0% 273 +11,179 New Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Reduced 11,226 116 0.0% 0.0% 274 -391 -3.37% Q4 2025 Feb 13, 2026
STRS OHIO History Added to 10,767 112 0.0% 0.0% 275 +773 7.73% Q4 2025 Feb 02, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 10,632 110 0.01% 0.01% 276 -700 -6.18% Q4 2025 Feb 17, 2026
Frank, Rimerman Advisors LLC History No change 10,574 110 0.01% 0.01% 277 0 0.0% Q4 2025 Jan 15, 2026
Inspire Investing, LLC History New 10,544 109 0.01% 278 +10,544 New Q4 2025 Feb 17, 2026
Vident Advisory, LLC History New 10,362 107 0.0% 279 +10,362 New Q4 2025 Feb 18, 2026
Cerity Partners LLC History Reduced 10,184 106 0.0% 0.0% 280 -2,213 -17.85% Q4 2025 Feb 11, 2026
Rakuten Securities, Inc. History Added to 10,143 105 0.03% 0.0% 283 +9,743 2435.75% Q4 2025 Jan 29, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 10,085 105 0.02% 0.04% 282 -2,169 -17.7% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 10,150 105 0.0% 0.0% 281 +91 0.9% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 10,061 104 0.0% 284 +10,061 New Q4 2025 Feb 11, 2026
Greenline Partners, LLC History New 10,000 104 0.01% 285 +10,000 New Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History No change 10,000 104 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 03, 2026
SWP FINANCIAL LLC History No change 10,000 104 0.05% 0.06% 287 0 0.0% Q4 2025 Jan 16, 2026
Alteri Wealth LLC History No change 10,000 104 0.03% 0.04% 288 0 0.0% Q4 2025 Feb 11, 2026
Hilton Head Capital Partners, LLC History New 9,187 95 0.06% 289 +9,187 New Q4 2025 Feb 11, 2026
J.W. COLE ADVISORS, INC. History New 10,173 91 0.0% 290 +10,173 New Q4 2025 Feb 11, 2026
VESTOR CAPITAL, LLC History Reduced 2,252 83 0.01% 0.01% 291 -5,748 -71.85% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 7,375 76 0.0% 293 +7,375 New Q4 2025 Feb 05, 2026
MetLife Investment Management, LLC History Added to 7,357 76 0.0% 0.0% 292 +387 5.55% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Reduced 6,772 70 0.0% 0.0% 294 -10,003 -59.63% Q4 2025 Jan 30, 2026
MEEDER ASSET MANAGEMENT INC History New 6,522 67 0.0% 295 +6,522 New Q4 2025 Feb 11, 2026
Twin Tree Management, LP History Reduced 6,138 63 0.0% 0.0% 296 -12,098 -66.34% Q4 2025 Feb 11, 2026
Scarborough Advisors, LLC History Added to 6,074 63 0.01% 0.0% 297 +5,166 568.94% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 5,954 62 0.0% 0.0% 298 +3,329 126.82% Q4 2025 Jan 26, 2026
BNP Paribas Asset Management Holding S.A. History Added to 5,702 59 0.0% 0.0% 299 +1,762 44.72% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 5,500 57 0.0% 300 +5,480 27400.0% Q4 2025 Jan 29, 2026
Capital Analysts, LLC History No change 5,262 55 0.0% 0.0% 301 0 0.0% Q4 2025 Feb 11, 2026
Newbridge Financial Services Group, Inc. History Added to 5,007 52 0.01% 302 +5,000 71428.57% Q4 2025 Jan 21, 2026
GAMMA Investing LLC History Added to 5,052 52 0.0% 0.0% 303 +1,285 34.11% Q4 2025 Jan 05, 2026
LGT Financial Advisors LLC History No change 4,852 50 0.31% 0.13% 304 0 0.0% Q4 2025 Feb 13, 2026
Raiffeisen Bank International AG History No change 5,668 49 0.0% 0.0% 305 0 0.0% Q4 2025 Feb 12, 2026
MAI Capital Management History Reduced 4,635 48 0.0% 0.0% 306 -337 -6.78% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History New 4,600 47 0.0% 307 +4,600 New Q4 2025 Feb 02, 2026
CoreCap Advisors, LLC History Added to 3,893 40 0.0% 0.0% 308 +3,071 373.6% Q4 2025 Jan 13, 2026
ACADIAN ASSET MANAGEMENT LLC History New 3,729 38 0.0% 309 +3,729 New Q4 2025 Feb 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 2,099 33 0.0% 310 +2,099 New Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Reduced 3,225 33 0.0% 0.0% 311 -763 -19.13% Q4 2025 Mar 16, 2026
ALBION FINANCIAL GROUP /UT History Added to 3,000 31 0.0% 0.0% 312 +2,000 200.0% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 2,836 29 0.0% 0.0% 313 +524 22.66% Q4 2025 Feb 06, 2026
Glen Eagle Advisors, LLC History Reduced 2,815 29 0.0% 0.0% 314 -50 -1.75% Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 2,650 27 0.0% 0.0% 315 -500 -15.87% Q4 2025 Jan 14, 2026
NBT BANK N A /NY History Reduced 10 26 0.0% 0.0% 316 -2 -16.67% Q4 2025 Jan 23, 2026
Kohmann Bosshard Financial Services, LLC History New 2,445 25 0.0% 317 +2,445 New Q4 2025 Jan 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 2,330 24 0.0% 0.0% 318 -175 -6.99% Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History No change 2,330 24 0.0% 0.0% 319 0 0.0% Q4 2025 Jan 28, 2026
VSM Wealth Advisory, LLC History No change 2,352 24 0.01% 0.01% 320 0 0.0% Q4 2025 Feb 06, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,272 23 0.0% 0.0% 321 +680 42.71% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Added to 2,207 22 0.0% 0.0% 324 +1,480 203.58% Q4 2025 Feb 06, 2026
Cape Investment Advisory, Inc. History New 1,350 22 0.01% 325 +1,350 New Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 2,164 22 0.0% 0.0% 322 -840 -27.96% Q4 2025 Feb 04, 2026
TD Waterhouse Canada Inc. History Reduced 2,201 22 0.0% 0.0% 326 -674 -23.44% Q4 2025 Jan 27, 2026
Indiana Trust & Investment Management Co History No change 2,150 22 0.01% 0.01% 323 0 0.0% Q4 2025 Jan 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,000 20 0.0% 0.0% 327 0 0.0% Q4 2025 Feb 12, 2026
Union Bancaire Privee, UBP SA History No change 2,000 20 0.0% 0.0% 328 0 0.0% Q4 2025 Jan 05, 2026
Spurstone Advisory Services, LLC History No change 1,950 20 0.31% 0.34% 329 0 0.0% Q4 2025 Jan 29, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,876 19 0.0% 0.0% 330 0 0.0% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Reduced 1,726 17 0.0% 0.0% 331 -377 -17.93% Q4 2025 Jan 20, 2026
CDKV HOLDINGS LLC History New 1,600 16 0.01% 333 +1,600 New Q4 2025 Feb 17, 2026
Whipplewood Advisors, LLC History No change 1,590 16 0.01% 0.01% 332 0 0.0% Q4 2025 Feb 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 1,500 15 0.0% 0.0% 336 -2,500 -62.5% Q4 2025 Feb 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 1,445 15 0.01% 334 +1,445 New Q4 2025 Jan 20, 2026
HHM Wealth Advisors, LLC History Added to 1,515 15 0.0% 0.0% 338 +300 24.69% Q4 2025 Jan 22, 2026
Covestor Ltd History Reduced 1,430 15 0.01% 0.01% 339 -2 -0.14% Q4 2025 Feb 06, 2026
Wilmington Savings Fund Society, FSB History No change 1,500 15 0.0% 0.0% 335 0 0.0% Q4 2025 Feb 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,500 15 0.0% 0.0% 337 0 0.0% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 1,340 13 0.0% 0.0% 340 +41 3.16% Q4 2025 Feb 06, 2026
Quarry LP History Reduced 1,157 12 0.0% 0.03% 343 -8,181 -87.61% Q4 2025 Feb 13, 2026
Avalon Trust Co History New 1,200 12 0.0% 341 +1,200 New Q4 2025 Feb 09, 2026
MTM Investment Management, LLC History No change 1,200 12 0.0% 0.0% 342 0 0.0% Q4 2025 Feb 09, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 1,101 11 0.0% 0.0% 344 -100 -8.33% Q4 2025 Feb 09, 2026
Avion Wealth History No change 1,121 11 0.0% 0.0% 345 0 0.0% Q4 2025 Jan 23, 2026
Global X Japan Co., Ltd. History No change 1,059 11 0.0% 0.0% 346 0 0.0% Q4 2025 Jan 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,021 10 0.0% 350 +1,021 New Q4 2025 Feb 03, 2026
REAP Financial Group, LLC History Reduced 1,000 10 0.0% 0.01% 352 -1,000 -50.0% Q4 2025 Feb 10, 2026
EASTERN BANK History No change 975 10 0.0% 0.0% 347 0 0.0% Q4 2025 Jan 14, 2026
CIBC Private Wealth Group LLC History No change 1,000 10 0.0% 0.0% 348 0 0.0% Q4 2025 Feb 12, 2026
Kozak & Associates, Inc. History No change 1,000 10 0.0% 0.0% 349 0 0.0% Q4 2025 Jan 12, 2026
Orion Capital Management LLC History No change 1,000 10 0.0% 0.0% 351 0 0.0% Q4 2025 Feb 03, 2026
Noble Wealth Management PBC History No change 1,000 10 0.01% 0.01% 353 0 0.0% Q4 2025 Jan 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 958 9 0.01% 358 +958 New Q4 2025 Mar 05, 2026
Erste Asset Management GmbH History New 900 9 0.0% 357 +900 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 866 9 0.0% 0.0% 354 +16 1.88% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Reduced 954 9 0.0% 0.0% 356 -16 -1.65% Q4 2025 Feb 10, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 892 9 0.0% 0.0% 355 0 0.0% Q4 2025 Jan 20, 2026
Pinnacle Wealth Planning Services, Inc. History New 849 8 0.0% 360 +849 New Q4 2025 Feb 13, 2026
WOLFF WIESE MAGANA LLC History Reduced 850 8 0.0% 0.01% 361 -200 -19.05% Q4 2025 Jan 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 804 8 0.0% 0.0% 359 +173 27.42% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History No change 774 8 0.0% 0.0% 362 0 0.0% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 705 7 0.0% 0.0% 364 +56 8.63% Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 672 7 0.0% 0.0% 363 0 0.0% Q4 2025 Feb 12, 2026
Quent Capital, LLC History No change 677 7 0.0% 0.0% 365 0 0.0% Q4 2025 Jan 29, 2026
SWAN Capital LLC History No change 600 6 0.0% 0.0% 366 0 0.0% Q4 2025 Feb 12, 2026
Cornerstone Planning Group LLC History New 600 5 0.0% 368 +600 New Q4 2025 Feb 02, 2026
AMERIFLEX GROUP, INC. History Reduced 500 5 0.0% 0.0% 371 -500 -50.0% Q4 2025 Feb 18, 2026
Vermillion & White Wealth Management Group, LLC History New 491 5 0.0% 370 +491 New Q4 2025 Feb 18, 2026
CENTRAL TRUST Co History No change 500 5 0.0% 0.0% 367 0 0.0% Q4 2025 Feb 02, 2026
Addison Advisors LLC History No change 570 5 0.0% 0.0% 369 0 0.0% Q4 2025 Feb 06, 2026
Prudent Man Investment Management, Inc. History New 470 4 0.0% 382 +470 New Q4 2025 Feb 12, 2026
CX Institutional History New 416 4 0.0% 377 +416 New Q4 2025 Feb 02, 2026
SITTNER & NELSON, LLC History Added to 500 4 0.0% 0.0% 378 +300 150.0% Q4 2025 Feb 11, 2026
Dogwood Wealth Management LLC History Added to 451 4 0.0% 0.0% 383 +296 190.97% Q4 2025 Feb 04, 2026
Parkside Financial Bank & Trust History Added to 469 4 0.0% 0.0% 374 +180 62.28% Q4 2025 Feb 13, 2026
CURIO WEALTH, LLC History Added to 446 4 0.0% 0.0% 381 +9 2.06% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History No change 435 4 0.0% 0.0% 372 0 0.0% Q4 2025 Feb 05, 2026
MassMutual Private Wealth & Trust, FSB History No change 449 4 0.0% 0.0% 373 0 0.0% Q4 2025 Jan 07, 2026
Colonial Trust Advisors History No change 400 4 0.0% 0.0% 375 0 0.0% Q4 2025 Feb 12, 2026
MCF Advisors LLC History No change 400 4 0.0% 0.0% 376 0 0.0% Q4 2025 Feb 11, 2026
Bell Investment Advisors, Inc History No change 434 4 0.0% 0.0% 379 0 0.0% Q4 2025 Feb 24, 2026
Stephens Consulting, LLC History No change 411 4 0.0% 0.0% 380 0 0.0% Q4 2025 Jan 13, 2026
BFSG, LLC History Reduced 335 3 0.0% 0.0% 386 -303 -47.49% Q4 2025 Jan 22, 2026
VALLEY NATIONAL ADVISERS INC History New 300 3 0.0% 384 +300 New Q4 2025 Jan 23, 2026
Ritter Daniher Financial Advisory LLC / DE History New 300 3 0.0% 389 +300 New Q4 2025 Feb 10, 2026
Hurley Capital, LLC History No change 371 3 0.0% 0.0% 385 0 0.0% Q4 2025 Feb 17, 2026
Costello Asset Management, INC History No change 328 3 0.0% 0.0% 387 0 0.0% Q4 2025 Feb 03, 2026
Blue Trust, Inc. History No change 330 3 0.0% 0.0% 388 0 0.0% Q4 2025 Jan 16, 2026
Provenance Wealth Advisors, LLC History No change 300 3 0.0% 0.0% 390 0 0.0% Q4 2025 Jan 26, 2026
Wealth Enhancement Trust Services, Inc. History New 238 2 0.0% 404 +238 New Q4 2025 Jan 27, 2026
Financial Avengers, Inc. History New 200 2 0.0% 398 +200 New Q4 2025 Mar 03, 2026
OPTIMA CAPITAL LLC History New 200 2 0.0% 405 +200 New Q4 2025 Jan 23, 2026
Ankerstar Wealth, LLC History New 195 2 0.0% 403 +195 New Q4 2025 Feb 12, 2026
Bare Financial Services, Inc History Reduced 219 2 0.0% 0.0% 402 -40 -15.44% Q4 2025 Feb 06, 2026
Fortitude Family Office, LLC History Reduced 258 2 0.0% 0.0% 401 -28 -9.79% Q4 2025 Jan 15, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 209 2 0.0% 0.0% 395 +9 4.5% Q4 2025 Jan 23, 2026
IFP Advisors, Inc History Added to 193 2 0.0% 0.0% 392 +8 4.32% Q4 2025 Feb 06, 2026
Anchor Investment Management, LLC History No change 250 2 0.0% 0.0% 391 0 0.0% Q4 2025 Feb 26, 2026
Sawyer & Company, Inc History No change 265 2 0.0% 0.0% 393 0 0.0% Q4 2025 Feb 02, 2026
Vermillion Wealth Management, Inc. History No change 214 2 0.0% 0.0% 394 0 0.0% Q4 2025 Feb 11, 2026
N.E.W. Advisory Services LLC History No change 272 2 0.0% 0.0% 396 0 0.0% Q4 2025 Jan 28, 2026
Center for Financial Planning, Inc. History No change 219 2 0.0% 0.0% 397 0 0.0% Q4 2025 Feb 05, 2026
Western Pacific Wealth Management, LP History No change 200 2 0.0% 0.0% 399 0 0.0% Q4 2025 Feb 04, 2026
Signature Resources Capital Management, LLC History No change 200 2 0.0% 0.0% 400 0 0.0% Q4 2025 Jan 21, 2026
Aventura Private Wealth, LLC History No change 200 2 0.0% 0.0% 406 0 0.0% Q4 2025 Jan 07, 2026
Sachetta, LLC History Reduced 140 1 0.0% 0.0% 416 -850 -85.86% Q4 2025 Feb 02, 2026
TOTH FINANCIAL ADVISORY CORP History New 180 1 0.0% 408 +180 New Q4 2025 Jan 20, 2026
Keating Financial Advisory Services, Inc. History New 136 1 0.0% 421 +136 New Q4 2025 Feb 09, 2026
Sound Income Strategies, LLC History New 110 1 0.0% 413 +110 New Q4 2025 Jan 21, 2026
ORG Partners LLC History Reduced 104 1 0.0% 0.0% 414 -56 -35.0% Q4 2025 Jan 14, 2026
CKW FINANCIAL GROUP History New 50 1 0.0% 410 +50 New Q4 2025 Jan 26, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 125 1 0.0% 0.0% 407 0 0.0% Q4 2025 Jan 30, 2026
Winch Advisory Services, LLC History No change 117 1 0.0% 0.0% 409 0 0.0% Q4 2025 Feb 03, 2026
MV CAPITAL MANAGEMENT, INC. History No change 97 1 0.0% 0.0% 411 0 0.0% Q4 2025 Feb 23, 2026
Clearstead Trust, LLC History No change 130 1 0.0% 0.0% 412 0 0.0% Q4 2025 Feb 09, 2026
SYNTAX RESEARCH, INC. History No change 150 1 0.0% 0.0% 415 0 0.0% Q4 2025 Feb 02, 2026
Gen-Wealth Partners Inc History No change 100 1 0.0% 0.0% 417 0 0.0% Q4 2025 Feb 13, 2026
Fourth Dimension Wealth, LLC History No change 100 1 0.0% 0.0% 418 0 0.0% Q4 2025 Feb 04, 2026
Holos Integrated Wealth LLC History No change 166 1 0.0% 0.0% 419 0 0.0% Q4 2025 Jan 05, 2026
KERR FINANCIAL PLANNING Corp History No change 145 1 0.0% 0.0% 420 0 0.0% Q4 2025 Feb 10, 2026
Board of Trustees of The Leland Stanford Junior University History Closed out 0 0 2.12% -1,463,438 -100.0% Q3 2025 Nov 05, 2025
Hel Ved Capital Management Ltd History Closed out 0 0 3.53% -1,362,200 -100.0% Q3 2025 Nov 13, 2025
GMT CAPITAL CORP History Closed out 0 0 0.65% -1,163,500 -100.0% Q3 2025 Nov 14, 2025
FIRST SABREPOINT CAPITAL MANAGEMENT LP History Closed out 0 0 1.23% -315,000 -100.0% Q3 2025 Nov 14, 2025
COOKSON PEIRCE & CO INC History Closed out 0 0 0.09% -180,378 -100.0% Q3 2025 Nov 06, 2025
Oak Thistle LLC History Closed out 0 0 0.23% -124,157 -100.0% Q3 2025 Oct 07, 2025
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History Closed out 0 0 0.08% -99,816 -100.0% Q3 2025 Nov 13, 2025
Advisory Services Network, LLC History Closed out 0 0 0.01% -65,626 -100.0% Q3 2025 Nov 18, 2025
HITE Hedge Asset Management LLC History Closed out 0 0 0.03% -37,554 -100.0% Q3 2025 Nov 13, 2025
Gotham Asset Management, LLC History Closed out 0 0 0.0% -32,739 -100.0% Q3 2025 Nov 14, 2025
Yeomans Consulting Group, Inc. History Closed out 0 0 0.16% -32,231 -100.0% Q3 2025 Oct 16, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -23,291 -100.0% Q3 2025 Nov 14, 2025
Mariner, LLC History Closed out 0 0 0.0% -21,902 -100.0% Q3 2025 Nov 14, 2025
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 0.01% -21,876 -100.0% Q3 2025 Nov 14, 2025
United Capital Management of KS, Inc. History Closed out 0 0 0.03% -20,000 -100.0% Q3 2025 Nov 12, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -19,260 -100.0% Q3 2025 Nov 14, 2025
ROVIN CAPITAL /UT/ /ADV History Closed out 0 0 0.03% -17,700 -100.0% Q3 2025 Oct 29, 2025
TriaGen Wealth Management LLC History Closed out 0 0 0.05% -14,379 -100.0% Q3 2025 Oct 22, 2025
SteelPeak Wealth, LLC History Closed out 0 0 0.01% -12,792 -100.0% Q3 2025 Oct 21, 2025
Strategic Equity Management History Closed out 0 0 0.05% -11,022 -100.0% Q3 2025 Nov 05, 2025
Savant Capital, LLC History Closed out 0 0 0.0% -10,906 -100.0% Q3 2025 Mar 04, 2026
World Investment Advisors History Closed out 0 0 0.0% -10,750 -100.0% Q3 2025 Oct 15, 2025
CENTAURUS FINANCIAL, INC. History Closed out 0 0 0.01% -10,447 -100.0% Q3 2025 Nov 20, 2025
SeaCrest Wealth Management, LLC History Closed out 0 0 0.02% -10,358 -100.0% Q3 2025 Nov 13, 2025
Capital Investment Advisors, LLC History Closed out 0 0 0.0% -10,100 -100.0% Q3 2025 Oct 23, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.06% -6,762 -100.0% Q3 2025 Nov 19, 2025
FNY Investment Advisers, LLC History Reduced 50 0 0.02% -5,200 -99.05% Q4 2025 Jan 16, 2026
LFA - Lugano Financial Advisors SA History Closed out 0 0 0.01% -2,000 -100.0% Q3 2025 Nov 05, 2025
TSFG, LLC History Closed out 0 0 0.0% -2,000 -100.0% Q3 2025 Nov 04, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.01% -1,903 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -1,645 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -1,408 -100.0% Q3 2025 Nov 03, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 0.01% -1,400 -100.0% Q3 2025 Oct 07, 2025
Saranac Partners Ltd History Closed out 0 0 0.0% -1,200 -100.0% Q3 2025 Dec 05, 2025
Investors Research Corp History Closed out 0 0 0.0% -676 -100.0% Q3 2025 Oct 02, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -558 -100.0% Q3 2025 Nov 12, 2025
Legacy Wealth Managment, LLC/ID History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Nov 12, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 0.0% -250 -100.0% Q3 2025 Oct 15, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 0.0% -246 -100.0% Q3 2025 Oct 16, 2025
BOKF, NA History Closed out 0 0 0.0% -113 -100.0% Q3 2025 Nov 13, 2025
FIRST HORIZON CORP History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 27, 2025
Financial Perspectives, Inc History Closed out 0 0 0.0% -96 -100.0% Q3 2025 Oct 22, 2025
IMA Advisory Services, Inc. History New 88 0 +88 New Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History New 58 0 +58 New Q4 2025 Feb 17, 2026
HOEY INVESTMENTS, INC History Reduced 5 0 -56 -91.8% Q4 2025 Jan 28, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 -52 -100.0% Q3 2025 Oct 07, 2025
SHP Wealth Management History New 50 0 +50 New Q4 2025 Mar 04, 2026
LRI Investments, LLC History New 48 0 +48 New Q4 2025 Feb 04, 2026
DiNuzzo Private Wealth, Inc. History Reduced 29 0 -42 -59.15% Q4 2025 Jan 16, 2026
Signature Equity Partners, LLC History New 42 0 +42 New Q4 2025 Feb 17, 2026
SouthState Bank Corp History New 40 0 +40 New Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Closed out 0 0 -40 -100.0% Q3 2025 Oct 21, 2025
Cloud Capital Management, LLC History Closed out 0 0 -36 -100.0% Q3 2025 Nov 03, 2025
Atlantic Private Wealth, LLC History New 35 0 +35 New Q4 2025 Feb 11, 2026
Turning Point Benefit Group, Inc. History New 34 0 +34 New Q4 2025 Jan 30, 2026
CVA Family Office, LLC History New 31 0 +31 New Q4 2025 Jan 12, 2026
Torren Management, LLC History New 31 0 +31 New Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -30 -100.0% Q3 2025 Nov 19, 2025
Navalign, LLC History New 25 0 +25 New Q4 2025 Feb 05, 2026
ASSETMARK, INC History New 23 0 +23 New Q4 2025 Jan 23, 2026
Triumph Capital Management History New 20 0 +20 New Q4 2025 Feb 12, 2026
UMB Bank, n.a. History New 18 0 +18 New Q4 2025 Feb 13, 2026
Cornerstone Financial Management LLC History New 17 0 +17 New Q4 2025 Feb 13, 2026
Rossby Financial, LCC History New 15 0 +15 New Q4 2025 Feb 12, 2026
TORONTO DOMINION BANK History Closed out 0 0 -11 -100.0% Q3 2025 Nov 14, 2025
Bradley & Co. Private Wealth Management, LLC History New 10 0 +10 New Q4 2025 Feb 11, 2026
Asset Dedication, LLC History Closed out 0 0 -10 -100.0% Q3 2025 Nov 20, 2025
Dunhill Financial, LLC History New 8 0 +8 New Q4 2025 Jan 29, 2026
True Wealth Design, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 21, 2025
Transamerica Financial Advisors, LLC History Added to 9 0 +2 28.57% Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 13, 2025
Clearstead Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 09, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 2 0 0 0.0% Q4 2025 Feb 02, 2026
North Star Investment Management Corp. History No change 27 0 0 0.0% Q4 2025 Jan 30, 2026
AdvisorNet Financial, Inc History No change 34 0 0 0.0% Q4 2025 Jan 20, 2026
KELLEHER FINANCIAL ADVISORS History No change 31 0 0 0.0% Q4 2025 Jan 20, 2026
JFS WEALTH ADVISORS, LLC History No change 86 0 0.0% 0 0.0% Q4 2025 Jan 14, 2026
Bay Harbor Wealth Management, LLC History No change 6 0 0 0.0% Q4 2025 Feb 02, 2026
Concord Wealth Partners History No change 18 0 0 0.0% Q4 2025 Jan 29, 2026
IAG Wealth Partners, LLC History No change 80 0 0 0.0% Q4 2025 Feb 10, 2026
SJS Investment Consulting Inc. History No change 22 0 0 0.0% Q4 2025 Jan 21, 2026
Missouri Trust & Investment Co History No change 90 0 0.0% 0 0.0% Q4 2025 Feb 13, 2026
Strengthening Families & Communities, LLC History No change 33 0 0 0.0% Q4 2025 Feb 03, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 40 0 0 0.0% Q4 2025 Jan 08, 2026
Nemes Rush Group LLC History No change 74 0 0 0.0% Q4 2025 Feb 11, 2026
Strategic Advocates LLC History No change 60 0 0 0.0% Q4 2025 Feb 11, 2026
ORG Wealth Partners, LLC History No change 40 0 0 0.0% Q4 2025 Jan 14, 2026
Murphy & Mullick Capital Management Corp History No change 50 0 0 0.0% Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History No change 16 0 0 0.0% Q4 2025 Jan 12, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 40 0 0 0.0% Q4 2025 Feb 02, 2026
HFM Investment Advisors, LLC History No change 7 0 0 0.0% Q4 2025 Feb 05, 2026