Star Bulk Carriers Corp. - SBLK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,832,805 | 112,106 | 0.04% | 0.03% | 1 | +386,614 | 7.1% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,146,631 | 41,258 | 0.01% | 0.01% | 2 | -20,261 | -0.94% | Q4 2025 | Feb 17, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | No change | 1,962,892 | 37,726 | 0.54% | 0.56% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,830,389 | 35,180 | 0.05% | 0.05% | 4 | -101,716 | -5.26% | Q4 2025 | Feb 12, 2026 |
| Philosophy Capital Management LLC | History | Added to | 1,650,000 | 31,713 | 1.44% | 1.1% | 5 | +200,000 | 13.79% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,439,510 | 27,667 | 0.0% | 0.0% | 6 | +374,856 | 35.21% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,094,404 | 21,034 | 0.0% | 0.0% | 7 | -54,916 | -4.78% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,041,252 | 19,391 | 0.02% | 0.03% | 8 | +43,158 | 4.32% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 915,978 | 17,605 | 0.0% | 0.01% | 9 | -893,724 | -49.39% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 887,056 | 17,049 | 0.01% | 0.0% | 10 | +807,751 | 1018.54% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 843,098 | 16,205 | 0.02% | 0.0% | 11 | +682,406 | 424.67% | Q4 2025 | Feb 13, 2026 |
| DnB Asset Management AS | History | Reduced | 817,099 | 15,704 | 0.05% | 0.06% | 12 | -9,529 | -1.15% | Q4 2025 | Feb 05, 2026 |
| Point72 Asset Management, L.P. | History | New | 807,152 | 15,513 | 0.02% | — | 13 | +807,152 | New | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 766,774 | 14,737 | 0.01% | 0.01% | 14 | +113,792 | 17.43% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 656,000 | 12,608 | 0.0% | 0.0% | 15 | -25,038 | -3.68% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 635,394 | 12,212 | 0.0% | 0.0% | 16 | +201,272 | 46.36% | Q4 2025 | Mar 25, 2026 |
| Bridgewater Associates, LP | History | Added to | 604,686 | 11,622 | 0.04% | 0.01% | 17 | +526,203 | 670.47% | Q4 2025 | Feb 13, 2026 |
| Marnell Management LLC | History | New | 584,091 | 11,226 | 5.45% | — | 18 | +584,091 | New | Q4 2025 | Feb 13, 2026 |
| FEARNLEY ASSET MANAGEMENT AS | History | New | 577,316 | 11,096 | 5.09% | — | 19 | +577,316 | New | Q4 2025 | Mar 03, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 569,502 | 10,945 | 0.0% | 0.0% | 20 | +421,945 | 285.95% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 562,400 | 10,809 | 0.02% | — | 21 | +562,400 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 476,101 | 9,150 | 0.11% | — | 22 | +476,101 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 463,275 | 8,904 | 0.0% | 0.0% | 23 | +74,000 | 19.01% | Q4 2025 | Feb 11, 2026 |
| VANGUARD GROUP INC | History | Added to | 441,631 | 8,488 | 0.0% | 0.0% | 24 | +11,145 | 2.59% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 380,725 | 7,317 | 0.0% | 0.0% | 25 | +69,294 | 22.25% | Q4 2025 | Feb 17, 2026 |
| VALUEWORKS LLC | History | Reduced | 358,588 | 6,892 | 1.81% | 1.96% | 26 | -2,990 | -0.83% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | New | 345,040 | 6,631 | 0.0% | — | 27 | +345,040 | New | Q4 2025 | Feb 17, 2026 |
| ARMOR ADVISORS, L.L.C. | History | No change | 328,390 | 6,311 | 5.65% | 3.4% | 28 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 315,973 | 6,073 | 0.01% | 0.01% | 29 | +973 | 0.31% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 258,573 | 4,969 | 0.01% | 0.0% | 30 | +76,818 | 42.26% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 233,800 | 4,493 | 0.01% | — | 31 | +233,800 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 210,240 | 4,040 | 0.0% | 0.0% | 32 | +110,801 | 111.43% | Q4 2025 | Feb 11, 2026 |
| Manatuck Hill Partners, LLC | History | Added to | 203,800 | 3,917 | 1.37% | 0.58% | 33 | +110,000 | 117.27% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 198,109 | 3,807 | 0.01% | — | 34 | +198,109 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 176,392 | 3,390 | 0.01% | 0.01% | 35 | -9,787 | -5.26% | Q4 2025 | Feb 17, 2026 |
| Impala Asset Management LLC | History | New | 167,000 | 3,209 | 2.02% | — | 36 | +167,000 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 162,967 | 3,132 | 0.0% | 0.0% | 37 | -2,185,121 | -93.06% | Q4 2025 | Feb 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 158,344 | 3,043 | 0.02% | — | 38 | +158,344 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 154,077 | 2,961 | 0.0% | 0.0% | 39 | -12,749 | -7.64% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 150,238 | 2,887 | 0.0% | 0.0% | 40 | -493,554 | -76.66% | Q4 2025 | Feb 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 150,000 | 2,883 | 0.01% | — | 41 | +150,000 | New | Q4 2025 | Jan 28, 2026 |
| Verition Fund Management LLC | History | Added to | 143,701 | 2,761 | 0.01% | 0.01% | 42 | +60,771 | 73.28% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 141,042 | 2,710 | 0.0% | 0.0% | 43 | -13,916 | -8.98% | Q4 2025 | Feb 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 138,275 | 2,657 | 0.01% | 0.02% | 44 | -55,729 | -28.73% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | New | 136,199 | 2,617 | 0.0% | — | 45 | +136,199 | New | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 130,336 | 2,505 | 0.07% | — | 46 | +130,336 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 127,769 | 2,455 | 0.0% | 0.0% | 47 | +989 | 0.78% | Q4 2025 | Feb 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 125,377 | 2,409 | 0.24% | 0.24% | 48 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Walleye Trading LLC | History | Added to | 121,645 | 2,338 | 0.0% | 0.0% | 49 | +87,392 | 255.14% | Q4 2025 | Feb 13, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 120,600 | 2,317 | 0.01% | 0.0% | 50 | +43,900 | 57.24% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 116,870 | 2,246 | 0.66% | 0.68% | 51 | -1,193 | -1.01% | Q4 2025 | Jan 21, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 112,601 | 2,164 | 0.31% | 0.3% | 52 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 99,141 | 1,905 | 0.0% | — | 53 | +99,141 | New | Q4 2025 | Feb 17, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 98,101 | 1,885 | 0.28% | 0.29% | 54 | -1,586 | -1.59% | Q4 2025 | Feb 06, 2026 |
| MARSHALL WACE, LLP | History | New | 95,905 | 1,843 | 0.0% | — | 55 | +95,905 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 89,312 | 1,716 | 0.01% | — | 56 | +89,312 | New | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | Reduced | 85,000 | 1,633 | 0.07% | 0.07% | 57 | -3,900 | -4.39% | Q4 2025 | Feb 17, 2026 |
| Buckland Partners Management Co LLC | History | New | 84,590 | 1,625 | 0.9% | — | 58 | +84,590 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 83,481 | 1,604 | 0.0% | 0.0% | 59 | -17,051 | -16.96% | Q4 2025 | Feb 13, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 80,000 | 1,537 | 0.05% | 0.05% | 60 | -14,743 | -15.56% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 77,194 | 1,483 | 0.0% | 0.0% | 61 | -856 | -1.1% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | New | 64,800 | 1,245 | 0.0% | — | 62 | +64,800 | New | Q4 2025 | Mar 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 63,097 | 1,212 | 0.0% | — | 63 | +63,097 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 56,813 | 1,091 | 0.0% | 0.0% | 64 | +28,343 | 99.55% | Q4 2025 | Feb 18, 2026 |
| Dakota Wealth Management | History | Reduced | 56,309 | 1,082 | 0.02% | 0.02% | 65 | -4,832 | -7.9% | Q4 2025 | Jan 13, 2026 |
| Raiffeisen Bank International AG | History | Reduced | 56,090 | 1,080 | 0.01% | 0.02% | 66 | -7,049 | -11.16% | Q4 2025 | Feb 12, 2026 |
| Marex Group plc | History | Added to | 51,954 | 998 | 0.01% | 0.0% | 67 | +40,071 | 337.21% | Q4 2025 | Feb 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 50,701 | 974 | 0.01% | 0.01% | 68 | -1,222 | -2.35% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 50,182 | 964 | 0.0% | 0.0% | 69 | -29,075 | -36.68% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 46,586 | 895 | 0.0% | 0.0% | 70 | -18,714 | -28.66% | Q4 2025 | Jan 29, 2026 |
| Tidal Investments LLC | History | Reduced | 46,216 | 888 | 0.0% | 0.0% | 71 | -11,469 | -19.88% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 44,696 | 859 | 0.0% | — | 72 | +44,696 | New | Q4 2025 | Feb 12, 2026 |
| MQS Management LLC | History | Added to | 40,620 | 780 | 0.46% | 0.25% | 73 | +17,154 | 73.1% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 39,884 | 766 | 0.0% | 0.0% | 74 | -10,475 | -20.8% | Q4 2025 | Feb 10, 2026 |
| Caption Management, LLC | History | No change | 38,638 | 742 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 38,325 | 736 | 0.06% | 0.05% | 76 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INCEPTIONR LLC | History | New | 34,787 | 668 | 0.19% | — | 77 | +34,787 | New | Q4 2025 | Feb 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 33,727 | 648 | 0.1% | — | 78 | +33,727 | New | Q4 2025 | Feb 11, 2026 |
| Glenorchy Capital Ltd | History | Added to | 30,319 | 582 | 0.04% | 0.08% | 79 | +2,607 | 9.41% | Q4 2025 | Jan 30, 2026 |
| ION Fund Management Ltd | History | New | 30,270 | 581 | 0.07% | — | 80 | +30,270 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 28,505 | 547 | 0.0% | 0.0% | 81 | -3,051 | -9.67% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 26,692 | 512 | 0.0% | — | 82 | +26,692 | New | Q4 2025 | Feb 17, 2026 |
| Gordian Capital Singapore Pte Ltd | History | New | 25,000 | 480 | 0.66% | — | 83 | +25,000 | New | Q4 2025 | Feb 11, 2026 |
| SPROTT INC. | History | New | 22,784 | 437 | 0.01% | — | 84 | +22,784 | New | Q4 2025 | Feb 12, 2026 |
| Headlands Technologies LLC | History | New | 22,446 | 431 | 0.04% | — | 85 | +22,446 | New | Q4 2025 | Feb 13, 2026 |
| Sippican Capital Advisors | History | Reduced | 21,677 | 416 | 0.27% | 0.27% | 86 | -214 | -0.98% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 21,600 | 415 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 21,500 | 413 | 0.02% | 0.02% | 89 | -4,750 | -18.1% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 21,491 | 413 | 0.0% | 0.0% | 88 | +1,256 | 6.21% | Q4 2025 | Jan 12, 2026 |
| Magnetar Financial LLC | History | Added to | 20,001 | 384 | 0.0% | 0.0% | 90 | +604 | 3.11% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 19,896 | 382 | 0.0% | 0.0% | 92 | -790 | -3.82% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 19,922 | 382 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Added to | 18,455 | 354 | 0.04% | 0.04% | 93 | +20 | 0.11% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,142 | 349 | 0.0% | 0.0% | 94 | -3,154 | -14.81% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Reduced | 17,474 | 335 | 0.0% | 0.0% | 95 | -1,305 | -6.95% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 17,054 | 327 | 0.01% | 0.01% | 96 | -5,936 | -25.82% | Q4 2025 | Jan 30, 2026 |
| GLENMEDE TRUST CO NA | History | New | 15,534 | 298 | 0.0% | — | 97 | +15,534 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 15,463 | 297 | 0.0% | 0.0% | 98 | -1,439 | -8.51% | Q4 2025 | Feb 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 15,220 | 292 | 0.01% | 0.02% | 99 | -4,328 | -22.14% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 15,100 | 290 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 15,054 | 289 | 0.0% | 0.0% | 101 | -1,114 | -6.89% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 13,699 | 263 | 0.0% | 0.0% | 102 | -310 | -2.21% | Q4 2025 | Jan 14, 2026 |
| Walleye Capital LLC | History | Reduced | 13,629 | 261 | 0.0% | 0.01% | 103 | -84,150 | -86.06% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 12,978 | 249 | 0.0% | 0.01% | 104 | -459,750 | -97.25% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,399 | 238 | 0.0% | 0.0% | 105 | +983 | 8.61% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,310 | 236 | 0.0% | 0.0% | 106 | -1,720 | -12.26% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 11,760 | 226 | 0.0% | 0.0% | 107 | +1,760 | 17.6% | Q4 2025 | Feb 17, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 11,291 | 217 | 0.02% | — | 108 | +11,291 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 10,319 | 198 | 0.0% | 0.0% | 109 | +3,968 | 62.48% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 10,116 | 194 | 0.0% | 0.01% | 110 | -1,448 | -12.52% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | No change | 10,000 | 192 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quarry LP | History | New | 7,627 | 146 | 0.02% | — | 112 | +7,627 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 6,533 | 125 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Added to | 5,557 | 106 | 0.0% | 0.0% | 114 | +2,258 | 68.44% | Q4 2025 | Jan 16, 2026 |
| Legal & General Group Plc | History | Reduced | 5,076 | 97 | 0.0% | 0.0% | 115 | -1,290 | -20.26% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 4,536 | 87 | 0.0% | 0.0% | 116 | +422 | 10.26% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | New | 3,570 | 68 | 0.01% | — | 117 | +3,570 | New | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,116 | 59 | 0.0% | 0.0% | 119 | +926 | 42.28% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 3,074 | 59 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,700 | 51 | 0.0% | 0.0% | 120 | -500 | -15.63% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,639 | 50 | 0.0% | 0.0% | 121 | +2,034 | 336.2% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,500 | 48 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 2,323 | 45 | 0.0% | 0.0% | 123 | +14 | 0.61% | Q4 2025 | Feb 11, 2026 |
| Leonteq Securities AG | History | Added to | 1,960 | 37 | 0.0% | 0.0% | 124 | +763 | 63.74% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,623 | 31 | 0.0% | 0.0% | 125 | -758 | -31.84% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,609 | 30 | 0.0% | 0.01% | 126 | -1,017 | -38.73% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,524 | 29 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 1,486 | 28 | 0.0% | 0.0% | 128 | +122 | 8.94% | Q4 2025 | Feb 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,486 | 28 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,346 | 25 | 0.0% | — | 130 | +1,346 | New | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,324 | 25 | 0.0% | 0.0% | 131 | +1 | 0.08% | Q4 2025 | Jan 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,213 | 23 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 1,154 | 22 | 0.0% | — | 133 | +1,154 | New | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,158 | 22 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,131 | 21 | 0.0% | 0.0% | 135 | -612 | -35.11% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,001 | 19 | 0.0% | 0.0% | 136 | +73 | 7.87% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | No change | 945 | 18 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 900 | 17 | 0.0% | — | 138 | +900 | New | Q4 2025 | Feb 12, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 803 | 15 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Reduced | 615 | 11 | 0.0% | 0.0% | 140 | -600 | -49.38% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 589 | 11 | 0.01% | 0.01% | 142 | -589 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 617 | 11 | 0.0% | 0.0% | 141 | -358 | -36.72% | Q4 2025 | Feb 11, 2026 |
| Jessup Wealth Management, Inc | History | New | 546 | 10 | 0.0% | — | 144 | +546 | New | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 536 | 10 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 536 | 10 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CNB Bank | History | No change | 470 | 9 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 520 | 9 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 400 | 7 | 0.0% | — | 148 | +400 | New | Q4 2025 | Jan 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 359 | 6 | 0.0% | — | 150 | +359 | New | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | No change | 353 | 6 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | New | 300 | 5 | 0.0% | — | 151 | +300 | New | Q4 2025 | Feb 09, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 262 | 5 | 0.0% | — | 154 | +262 | New | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 273 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 295 | 5 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Pacer Advisors, Inc. | History | Added to | 235 | 4 | 0.0% | — | 156 | +195 | 487.5% | Q4 2025 | Feb 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 250 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 250 | 4 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 195 | 3 | 0.0% | 0.0% | 161 | -7,000 | -97.29% | Q4 2025 | Mar 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 195 | 3 | 0.0% | — | 164 | +195 | New | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | New | 189 | 3 | 0.0% | — | 163 | +189 | New | Q4 2025 | Feb 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 203 | 3 | 0.0% | 0.0% | 160 | +1 | 0.5% | Q4 2025 | Jan 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 200 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 182 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BAYBAN | History | New | 115 | 2 | 0.0% | — | 166 | +115 | New | Q4 2025 | Mar 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 134 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 101 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.24% | — | -151,818 | -100.0% | Q3 2025 | Dec 15, 2025 |
| 683 Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -54,407 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.14% | — | -53,448 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -41,306 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,517 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Michels Family Financial, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -23,995 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,235 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Arrow Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -12,360 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,208 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,205 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,731 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -5,980 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,920 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,760 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -655 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -631 | -100.0% | Q3 2025 | Oct 17, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CKW FINANCIAL GROUP | History | Reduced | 19 | 0 | — | 0.0% | — | -15 | -44.12% | Q4 2025 | Jan 26, 2026 |
| American Capital Advisory, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 30, 2026 |
| Motiv8 Investments LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 04, 2025 |
| DT Investment Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |