SOLAREDGE TECHNOLOGIES, INC. - SEDG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 42 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 8,086,881 233,306 0.0% 0.0% 1 +877,223 12.17% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 4,387,677 126,584 0.01% 0.02% 2 -812,324 -15.62% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 4,210,429 121,470 0.02% 0.02% 3 +655,925 18.45% Q4 2025 Jan 29, 2026
VANGUARD GROUP INC History Added to 3,368,073 97,168 0.0% 0.0% 4 +175,582 5.5% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Reduced 2,994,393 86,388 0.01% 0.02% 5 -756,397 -20.17% Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 2,539,719 73,270 0.19% 0.28% 6 -157,150 -5.83% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 2,220,836 64,071 0.0% 0.01% 7 -120,097 -5.13% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 2,169,822 62,599 0.01% 0.01% 8 +483,052 28.64% Q4 2025 Feb 19, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 2,166,521 62,504 0.29% 0.4% 9 +63,000 2.99% Q4 2025 Feb 12, 2026
Clal Insurance Enterprises Holdings Ltd History No change 862,426 57,701 0.37% 0.47% 10 0 0.0% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 1,761,912 50,831 0.06% 0.0% 11 +1,742,858 9146.94% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 1,745,682 50,362 0.0% 0.0% 12 -24,119 -1.36% Q4 2025 Feb 13, 2026
Electron Capital Partners, LLC History Reduced 1,623,822 46,847 2.18% 2.9% 13 -108,744 -6.28% Q4 2025 Feb 19, 2026
JANE STREET GROUP, LLC History Reduced 1,503,700 43,381 0.01% 0.01% 14 -633,193 -29.63% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Reduced 1,457,600 42,051 0.02% 0.04% 15 -609,273 -29.48% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 1,434,000 41,370 0.02% 0.02% 16 -323,100 -18.39% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,363,305 39,331 0.0% 0.02% 17 -2,097,372 -60.61% Q4 2025 Mar 25, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 1,312,663 37,870 0.05% 0.08% 18 -70,314 -5.08% Q4 2025 Feb 17, 2026
Artisan Partners Limited Partnership History Added to 1,309,579 37,781 0.06% 0.06% 19 +155,624 13.49% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 1,254,900 36,203 0.07% 0.09% 20 +12,000 0.97% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Reduced 1,118,437 32,266 0.04% 0.07% 21 -330,206 -22.79% Q4 2025 Jan 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 755,492 31,506 0.01% 0.03% 22 -615,246 -44.88% Q4 2025 Feb 10, 2026
GROUP ONE TRADING LLC History Added to 1,033,524 29,817 0.05% 0.07% 23 +17,604 1.73% Q4 2025 Feb 12, 2026
Optiver Holding B.V. History Added to 1,023,300 29,522 0.01% 0.0% 24 +878,400 606.21% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 975,020 28,129 0.01% 0.02% 25 -45,099 -4.42% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 925,796 26,709 0.04% 0.02% 26 +508,196 121.69% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 890,488 25,690 0.09% 0.11% 27 -137 -0.02% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 863,334 24,907 0.01% 0.01% 28 -437,889 -33.65% Q4 2025 Feb 09, 2026
Handelsbanken Fonder AB History Added to 846,148 24,411 0.07% 0.08% 29 +188,086 28.58% Q4 2025 Feb 06, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 820,209 23,669 0.0% 0.0% 30 +63,018 8.32% Q4 2025 Feb 09, 2026
ION Fund Management Ltd History New 796,000 22,964 2.68% 31 +796,000 New Q4 2025 Feb 17, 2026
LORD, ABBETT & CO. LLC History New 773,925 22,328 0.07% 32 +773,925 New Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 766,796 22,122 0.02% 0.01% 33 +562,927 276.12% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 750,020 21,638 0.06% 0.04% 34 +327,932 77.69% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 722,640 20,848 0.03% 0.06% 35 -449,060 -38.33% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Added to 691,261 19,942 0.01% 0.02% 36 +73,941 11.98% Q4 2025 Feb 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 673,195 19,421 0.15% 0.22% 37 -113,505 -14.43% Q4 2025 Feb 02, 2026
Jump Financial, LLC History Added to 664,402 19,167 0.24% 0.26% 38 +75,777 12.87% Q4 2025 Feb 17, 2026
PGGM Investments History No change 660,481 19,055 0.3% 0.4% 39 0 0.0% Q4 2025 Feb 09, 2026
BARCLAYS PLC History Reduced 633,241 18,269 0.0% 0.01% 40 -123,945 -16.37% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Added to 552,336 15,934 0.01% 0.01% 41 +333,002 151.82% Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 544,846 15,719 0.14% 0.0% 42 +540,000 11143.21% Q4 2025 Jan 28, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 543,475 15,679 0.0% 0.0% 43 -19,085 -3.39% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 536,100 15,466 0.02% 0.05% 44 -714,926 -57.15% Q4 2025 Feb 13, 2026
Erste Asset Management GmbH History Added to 500,878 14,620 0.12% 0.18% 45 +3,009 0.6% Q4 2025 Feb 11, 2026
ING GROEP NV History New 480,000 13,848 0.08% 46 +480,000 New Q4 2025 Feb 11, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 424,982 12,260 1.7% 2.29% 47 0 0.0% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History Reduced 395,400 11,407 0.01% 0.01% 48 -132,200 -25.06% Q4 2025 Feb 11, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 366,824 10,582 0.04% 49 +366,824 New Q4 2025 Feb 13, 2026
Y.D. More Investments Ltd History Added to 360,460 10,399 0.5% 0.01% 50 +355,805 7643.5% Q4 2025 Jan 21, 2026
JPMORGAN CHASE & CO History Reduced 358,353 10,338 0.0% 0.0% 51 -59,981 -14.34% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 341,244 9,844 0.0% 0.01% 52 -77,219 -18.45% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Reduced 309,629 8,932 0.08% 0.14% 53 -49,081 -13.68% Q4 2025 Feb 17, 2026
Blue Grotto Capital, LLC History New 300,000 8,655 0.89% 54 +300,000 New Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 286,942 8,278 0.0% 0.0% 55 -7,666 -2.6% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 282,432 8,148 0.0% 0.01% 56 -125 -0.04% Q4 2025 Feb 02, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 260,086 7,543 0.01% 0.03% 57 -313,408 -54.65% Q4 2025 Feb 17, 2026
Arosa Capital Management LP History New 255,000 7,356 0.92% 58 +255,000 New Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Reduced 237,168 6,842 0.02% 0.05% 59 -112,535 -32.18% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History Added to 236,561 6,824 0.23% 0.16% 60 +82,141 53.19% Q4 2025 Feb 10, 2026
Voleon Capital Management LP History Added to 223,819 6,457 0.14% 0.06% 61 +155,268 226.5% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 213,712 6,165 0.0% 0.0% 62 -9,385 -4.21% Q4 2025 Feb 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 206,985 5,971 0.02% 0.03% 63 -24,619 -10.63% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 205,068 5,916 0.01% 0.01% 64 -36,830 -15.23% Q4 2025 Feb 17, 2026
LMR Partners LLP History Added to 200,000 5,770 0.01% 0.03% 65 +5,400 2.77% Q4 2025 Feb 17, 2026
SPHERA FUNDS MANAGEMENT LTD. History Added to 196,536 5,670 1.1% 1.1% 66 +55,570 39.42% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Added to 196,119 5,651 0.01% 0.0% 67 +134,443 217.98% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 185,100 5,340 0.0% 0.0% 68 -5,600 -2.94% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 173,125 4,994 0.0% 0.0% 69 +22,564 14.99% Q4 2025 Feb 13, 2026
PDT Partners, LLC History Reduced 172,791 4,985 0.32% 0.57% 70 -73,109 -29.73% Q4 2025 Feb 17, 2026
MIZUHO MARKETS AMERICAS LLC History No change 170,555 4,920 0.1% 0.12% 71 0 0.0% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 163,536 4,718 0.0% 0.0% 72 -14,610 -8.2% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 275,132 4,598 0.01% 0.01% 73 +172,099 167.03% Q4 2025 Jan 09, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 158,597 4,575 0.05% 0.08% 74 -2,323 -1.44% Q4 2025 Feb 10, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 158,016 4,558 0.0% 0.0% 75 -1,083 -0.68% Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History New 156,522 4,515 0.06% 76 +156,522 New Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 66,000 4,340 0.01% 0.0% 77 0 0.0% Q4 2025 Jan 28, 2026
Engineers Gate Manager LP History Added to 142,176 4,101 0.05% 0.04% 78 +43,925 44.71% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 137,930 3,979 0.01% 0.03% 79 -85,118 -38.16% Q4 2025 Feb 13, 2026
PEAK6 LLC History Reduced 134,000 3,865 0.01% 0.01% 80 -86,600 -39.26% Q4 2025 Mar 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 131,039 3,780 0.0% 0.0% 81 -8,683 -6.21% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 128,558 3,709 0.06% 0.07% 82 +21,827 20.45% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 126,912 3,661 0.0% 0.0% 83 -95,503 -42.94% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History No change 123,806 3,571 0.06% 0.07% 84 0 0.0% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 117,100 3,378 0.0% 0.0% 85 +2,700 2.36% Q4 2025 Feb 12, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 109,831 3,168 0.21% 0.27% 86 0 0.0% Q4 2025 Feb 11, 2026
Counterpoint Mutual Funds LLC History Added to 99,921 2,882 0.21% 0.04% 87 +86,867 665.44% Q4 2025 Feb 12, 2026
NOMURA HOLDINGS INC History No change 90,000 2,596 0.0% 0.01% 88 0 0.0% Q4 2025 Feb 17, 2026
Amundi History Added to 89,701 2,587 0.0% 0.0% 89 +16,779 23.01% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 89,421 2,579 0.0% 0.0% 90 +12,648 16.47% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Added to 84,900 2,449 0.0% 0.0% 91 +1,420 1.7% Q4 2025 Feb 13, 2026
JUPITER ASSET MANAGEMENT LTD History New 84,724 2,444 0.02% 92 +84,724 New Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Added to 84,665 2,442 0.0% 0.0% 93 +2,270 2.76% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 77,890 2,247 0.0% 0.0% 94 +14,637 23.14% Q4 2025 Feb 12, 2026
Bridgewater Associates, LP History New 77,626 2,239 0.01% 95 +77,626 New Q4 2025 Feb 13, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 73,500 2,120 0.51% 96 +73,500 New Q4 2025 Feb 02, 2026
Man Group plc History New 70,740 2,040 0.0% 97 +70,740 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 67,976 1,961 0.0% 0.0% 98 +59,666 718.0% Q4 2025 Feb 13, 2026
Magnetar Financial LLC History New 67,288 1,941 0.02% 99 +67,288 New Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 66,536 1,920 0.0% 0.0% 100 0 0.0% Q4 2025 Jan 30, 2026
Schonfeld Strategic Advisors LLC History Reduced 65,358 1,885 0.01% 0.01% 101 -2,695 -3.96% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 64,718 1,867 0.0% 0.0% 102 +2,373 3.81% Q4 2025 Feb 12, 2026
Covenant Asset Management, LLC History Added to 63,300 1,826 0.22% 0.26% 103 +2,000 3.26% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 56,297 1,624 0.0% 104 +56,297 New Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 53,035 1,530 0.0% 0.0% 105 0 0.0% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History No change 52,426 1,512 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Reduced 52,039 1,502 0.0% 0.0% 107 -1,302 -2.44% Q4 2025 Feb 13, 2026
NATIXIS History Reduced 51,847 1,495 0.01% 0.01% 108 -4,071 -7.28% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 51,706 1,491 0.0% 0.01% 109 -84,417 -62.02% Q4 2025 Feb 17, 2026
Headlands Technologies LLC History Added to 49,803 1,436 0.12% 0.12% 110 +8,757 21.33% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History Added to 49,537 1,429 0.03% 0.02% 111 +10,420 26.64% Q4 2025 Feb 17, 2026
Sculptor Capital LP History No change 49,500 1,428 0.01% 0.02% 112 0 0.0% Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History Added to 48,491 1,398 0.01% 0.01% 113 +4,184 9.44% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 48,245 1,386 0.0% 0.0% 114 +47,465 6085.26% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 47,868 1,380 0.0% 0.0% 115 +5,479 12.93% Q4 2025 Jan 27, 2026
Interval Partners, LP History New 47,639 1,374 0.02% 116 +47,639 New Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History New 45,456 1,311 0.0% 117 +45,456 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 44,194 1,274 0.0% 9.42% 118 -10,637 -19.4% Q4 2025 Feb 17, 2026
Quantitative Investment Management, LLC History Added to 43,602 1,257 0.12% 0.03% 119 +37,429 606.33% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Added to 43,352 1,250 0.0% 0.0% 120 +8,815 25.52% Q4 2025 Feb 13, 2026
Williamson Legacy Group, LLC History Reduced 42,701 1,231 0.96% 1.44% 121 -7,744 -15.35% Q4 2025 Feb 09, 2026
BANK HAPOALIM BM History Reduced 42,640 1,230 0.11% 0.2% 122 -1,635 -3.69% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 41,147 1,187 0.01% 0.01% 123 -16,661 -28.82% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 41,091 1,185 0.0% 0.0% 124 -1,744 -4.07% Q4 2025 Feb 05, 2026
Entropy Technologies, LP History New 40,520 1,169 0.06% 125 +40,520 New Q4 2025 Feb 13, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 39,368 1,135 0.22% 0.3% 126 0 0.0% Q4 2025 Feb 11, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 37,768 1,097 0.01% 0.01% 127 +1,104 3.01% Q4 2025 Feb 17, 2026
Illinois Municipal Retirement Fund History New 37,229 1,074 0.01% 128 +37,229 New Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Added to 35,303 1,018 0.0% 0.0% 129 +8,812 33.26% Q4 2025 Feb 12, 2026
Tidal Investments LLC History Reduced 34,287 989 0.0% 0.0% 130 -8,033 -18.98% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History New 33,161 956 0.01% 131 +33,161 New Q4 2025 Feb 09, 2026
State of Alaska, Department of Revenue History Added to 30,449 878 0.01% 0.01% 132 +572 1.91% Q4 2025 Jan 23, 2026
Sphera Management Technology Funds Ltd History Reduced 30,000 865 0.3% 0.58% 133 -20,000 -40.0% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 29,916 863 0.0% 0.0% 134 +12,741 74.18% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 28,500 822 0.01% 0.02% 135 -14,500 -33.72% Q4 2025 Feb 17, 2026
Exit Wealth Advisors, LLC. History Added to 28,243 814 0.48% 0.68% 136 +620 2.24% Q4 2025 Feb 10, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 25,390 796 0.0% 0.0% 137 -13,579 -34.85% Q4 2025 Feb 03, 2026
JANUS HENDERSON GROUP PLC History No change 27,500 792 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 27,400 790 0.01% 0.02% 139 +100 0.37% Q4 2025 Jan 16, 2026
SEI INVESTMENTS CO History Added to 26,576 766 0.0% 0.0% 140 +3,383 14.59% Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History Reduced 26,496 764 0.0% 0.01% 141 -2,987 -10.13% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 25,418 733 0.0% 0.0% 142 -995 -3.77% Q4 2025 Feb 18, 2026
Parallax Volatility Advisers, L.P. History New 25,100 724 0.0% 143 +25,100 New Q4 2025 Feb 17, 2026
Leonteq Securities AG History Added to 24,536 707 0.02% 0.02% 144 +3,807 18.37% Q4 2025 Feb 06, 2026
Capital Innovations LLC History New 23,883 689 0.2% 145 +23,883 New Q4 2025 Feb 10, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 22,872 662 0.0% 0.0% 146 +3,747 19.59% Q4 2025 Jan 28, 2026
Creative Planning History New 22,856 659 0.0% 147 +22,856 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 22,173 640 0.0% 0.0% 148 +11,933 116.53% Q4 2025 Feb 17, 2026
ELEMENT POINTE ADVISORS, LLC History Added to 21,805 629 0.12% 0.13% 149 +5,203 31.34% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 19,638 607 0.0% 0.0% 150 -4,893 -19.95% Q4 2025 Feb 18, 2026
Global Alpha Capital Management Ltd. History New 21,000 605 0.04% 151 +21,000 New Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History New 20,808 600 0.0% 152 +20,808 New Q4 2025 Feb 10, 2026
Bayforest Capital Ltd History Reduced 20,500 591 0.44% 0.72% 153 -20,197 -49.63% Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History New 20,361 587 0.03% 154 +20,361 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 20,169 585 0.0% 0.0% 155 +5,839 40.75% Q4 2025 Mar 20, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 19,471 561 0.0% 156 +19,471 New Q4 2025 Feb 10, 2026
FMR LLC History Reduced 19,313 557 0.0% 0.0% 157 -2,454 -11.27% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Reduced 18,889 544 0.01% 0.05% 158 -5,609 -22.9% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 18,228 525 0.0% 159 +18,228 New Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 17,350 500 0.0% 0.0% 160 -2,491 -12.55% Q4 2025 Feb 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 15,379 499 0.01% 0.01% 161 -2,283 -12.93% Q4 2025 Jan 21, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 17,266 498 0.0% 0.0% 162 -9,706 -35.99% Q4 2025 Feb 05, 2026
AlphaQuest LLC History Added to 16,800 484 0.03% 0.02% 163 +8,802 110.05% Q4 2025 Feb 09, 2026
Arizona State Retirement System History Reduced 16,745 483 0.0% 0.0% 164 -721 -4.13% Q4 2025 Jan 28, 2026
CSS LLC/IL History No change 16,700 481 0.02% 0.03% 165 0 0.0% Q4 2025 Feb 17, 2026
Marex Group plc History Reduced 15,953 460 0.0% 0.01% 166 -9,701 -37.81% Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Added to 15,386 444 0.0% 0.0% 167 +27 0.18% Q4 2025 Feb 05, 2026
Abacus Wealth Partners, LLC History New 15,293 441 0.04% 168 +15,293 New Q4 2025 Feb 05, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 14,834 428 0.0% 0.0% 169 -1,751 -10.56% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 14,804 427 0.0% 0.0% 170 -317 -2.1% Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History New 14,709 424 0.0% 171 +14,709 New Q4 2025 Jan 29, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 14,452 416 0.0% 0.01% 172 -1,677 -10.4% Q4 2025 Jan 26, 2026
Blueshift Asset Management, LLC History New 14,124 407 0.12% 173 +14,124 New Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 13,862 399 0.0% 0.0% 174 -7,694 -35.69% Q4 2025 Feb 18, 2026
Polymer Capital Management (US) LLC History New 13,771 397 0.04% 175 +13,771 New Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 13,677 394 0.01% 0.01% 176 +300 2.24% Q4 2025 Feb 04, 2026
COMERICA BANK History Reduced 13,091 377 0.0% 0.0% 177 -3,233 -19.81% Q4 2025 Jan 29, 2026
KLP KAPITALFORVALTNING AS History Added to 12,600 363 0.0% 0.0% 178 +900 7.69% Q4 2025 Jan 28, 2026
DEUTSCHE BANK AG\ History Reduced 12,381 357 0.0% 0.0% 179 -134,807 -91.59% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History New 11,716 338 0.0% 180 +11,716 New Q4 2025 Feb 17, 2026
Yelin Lapidot Holdings Management Ltd. History No change 11,654 336 0.07% 0.09% 181 0 0.0% Q4 2025 Feb 05, 2026
Harvest Portfolios Group Inc. History Reduced 11,425 329 0.01% 0.01% 182 -558 -4.66% Q4 2025 Feb 06, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 10,113 291 0.0% 183 +10,113 New Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 10,003 289 0.0% 0.17% 184 -489,752 -98.0% Q4 2025 Feb 03, 2026
Mirae Asset Global Investments Co., Ltd. History New 10,000 288 0.0% 185 +10,000 New Q4 2025 Jan 26, 2026
U.S. Capital Wealth Advisors, LLC History No change 10,000 288 0.01% 0.01% 186 0 0.0% Q4 2025 Jan 23, 2026
Brooklyn Investment Group History New 9,769 285 0.01% 187 +9,769 New Q4 2025 Feb 12, 2026
Caitong International Asset Management Co., Ltd History New 9,694 279 0.07% 188 +9,694 New Q4 2025 Mar 03, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 9,509 274 0.0% 0.0% 189 +78 0.83% Q4 2025 Feb 10, 2026
Pictet Asset Management Holding SA History Added to 8,894 256 0.0% 0.0% 190 +2,224 33.34% Q4 2025 Jan 29, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 8,782 253 0.0% 0.0% 191 +47 0.54% Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History Added to 8,769 252 0.01% 0.01% 192 +166 1.93% Q4 2025 Feb 17, 2026
Cannell & Spears LLC History No change 8,645 249 0.0% 0.01% 193 0 0.0% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 8,628 248 0.0% 0.0% 194 -726 -7.76% Q4 2025 Feb 03, 2026
Phoenix Financial Ltd. History Added to 8,428 242 0.0% 0.0% 195 +1,120 15.33% Q4 2025 Feb 05, 2026
LPL Financial LLC History Reduced 8,315 239 0.0% 0.0% 196 -2,384 -22.28% Q4 2025 Feb 11, 2026
Advisors Asset Management, Inc. History Reduced 8,159 235 0.0% 0.01% 197 -71 -0.86% Q4 2025 Feb 12, 2026
Qsemble Capital Management, LP History New 8,021 231 0.02% 198 +8,021 New Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Added to 7,963 229 0.0% 0.0% 199 +4,362 121.13% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 7,789 224 0.0% 0.0% 200 -18,032 -69.83% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 7,055 204 0.0% 0.0% 201 +1,583 28.93% Q4 2025 Feb 18, 2026
Rathbones Group PLC History Reduced 6,976 201 0.0% 0.0% 202 -596 -7.87% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 6,957 200 0.0% 0.0% 203 -312 -4.29% Q4 2025 Feb 06, 2026
Accredited Investors Inc. History No change 6,945 200 0.01% 0.01% 204 0 0.0% Q4 2025 Feb 05, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,373 184 0.0% 0.0% 205 0 0.0% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Reduced 5,787 166 0.01% 0.01% 206 -420 -6.77% Q4 2025 Jan 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 5,142 148 0.0% 0.0% 207 +272 5.59% Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Added to 4,386 128 0.0% 0.0% 208 +712 19.38% Q4 2025 Feb 06, 2026
Ensign Peak Advisors, Inc History Reduced 4,091 118 0.0% 0.0% 209 -8,000 -66.16% Q4 2025 Feb 12, 2026
Miller Global Investments, LLC History New 3,606 104 0.09% 210 +3,606 New Q4 2025 Jan 05, 2026
Firsthand Capital Management, Inc. History No change 3,000 86 0.16% 0.19% 211 0 0.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 2,924 84 0.0% 0.0% 212 -392 -11.82% Q4 2025 Jan 30, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,867 82 0.0% 0.0% 213 +72 2.58% Q4 2025 Jan 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 2,334 67 0.0% 0.0% 214 -545 -18.93% Q4 2025 Feb 17, 2026
KBC Group NV History No change 2,005 58 0.0% 0.0% 215 0 0.0% Q4 2025 Jan 26, 2026
Millstone Evans Group, LLC History No change 2,000 57 0.03% 0.05% 216 0 0.0% Q4 2025 Feb 02, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,800 51 0.0% 0.0% 217 0 0.0% Q4 2025 Feb 10, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,752 50 0.0% 0.0% 218 0 0.0% Q4 2025 Feb 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,400 48 0.0% 0.0% 219 0 0.0% Q4 2025 Jan 28, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 1,690 48 0.0% 0.0% 220 0 0.0% Q4 2025 Jan 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,600 46 0.0% 0.0% 221 0 0.0% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 1,446 41 0.0% 0.01% 223 -4,663 -76.33% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 1,442 41 0.0% 0.0% 224 +1,151 395.53% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History Added to 1,441 41 0.0% 0.0% 222 +1,029 249.76% Q4 2025 Feb 05, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,416 40 0.0% 225 +1,416 New Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 1,362 39 0.0% 0.0% 226 +1,305 2289.47% Q4 2025 Jan 27, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,286 37 0.0% 0.0% 227 -89 -6.47% Q4 2025 Feb 13, 2026
Altshuler Shaham Ltd History New 1,250 36 0.0% 228 +1,250 New Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 1,188 34 0.0% 0.0% 229 -273 -18.69% Q4 2025 Mar 16, 2026
Kestra Advisory Services, LLC History New 1,091 31 0.0% 230 +1,091 New Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Reduced 993 28 0.0% 0.0% 231 -8 -0.8% Q4 2025 Jan 20, 2026
Rakuten Securities, Inc. History Added to 958 27 0.01% 0.01% 234 +432 82.13% Q4 2025 Jan 29, 2026
CWM, LLC History Reduced 941 27 0.0% 0.0% 233 -17 -1.77% Q4 2025 Jan 26, 2026
DANSKE BANK A/S History No change 3,000 27 0.0% 0.0% 232 0 0.0% Q4 2025 Feb 02, 2026
State of Wyoming History New 931 26 0.0% 235 +931 New Q4 2025 Feb 11, 2026
BNP Paribas Asset Management Holding S.A. History New 875 25 0.0% 236 +875 New Q4 2025 Feb 13, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 890 25 0.01% 0.01% 237 0 0.0% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 852 24 0.0% 0.0% 238 -3 -0.35% Q4 2025 Feb 02, 2026
WHITTIER TRUST CO History No change 746 22 0.0% 0.0% 239 0 0.0% Q4 2025 Jan 26, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 730 21 0.0% 0.0% 240 -3 -0.41% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 617 17 0.0% 241 +617 New Q4 2025 Feb 05, 2026
Parallel Advisors, LLC History Reduced 607 17 0.0% 0.0% 242 -23 -3.65% Q4 2025 Feb 11, 2026
MV CAPITAL MANAGEMENT, INC. History No change 558 16 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 23, 2026
Aster Capital Management (DIFC) Ltd History New 491 14 0.01% 244 +491 New Q4 2025 Feb 17, 2026
Eurizon Capital SGR S.p.A. History New 386 11 0.0% 249 +386 New Q4 2025 Feb 10, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 394 11 0.0% 0.0% 247 -195 -33.11% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 387 11 0.0% 0.0% 245 +109 39.21% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 392 11 0.0% 0.0% 248 +12 3.16% Q4 2025 Feb 03, 2026
Compagnie Lombard Odier SCmA History No change 400 11 0.0% 0.0% 246 0 0.0% Q4 2025 Jan 16, 2026
Salomon & Ludwin, LLC History Added to 345 10 0.0% 0.0% 250 +112 48.07% Q4 2025 Jan 28, 2026
Rosenberg Matthew Hamilton History No change 300 8 0.0% 0.0% 251 0 0.0% Q4 2025 Jan 05, 2026
Elyxium Wealth, LLC History New 259 7 0.0% 255 +259 New Q4 2025 Feb 05, 2026
Costello Asset Management, INC History Added to 270 7 0.0% 0.0% 252 +70 35.0% Q4 2025 Feb 03, 2026
Federation des caisses Desjardins du Quebec History Added to 267 7 0.0% 0.0% 254 +64 31.53% Q4 2025 Feb 12, 2026
Addison Advisors LLC History No change 269 7 0.0% 0.0% 253 0 0.0% Q4 2025 Feb 06, 2026
Quarry LP History Reduced 208 6 0.0% 0.02% 256 -1,792 -89.6% Q4 2025 Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 200 5 0.0% 257 +200 New Q4 2025 Feb 12, 2026
Manchester Capital Management LLC History New 176 5 0.0% 259 +176 New Q4 2025 Feb 11, 2026
Kentucky Trust Co History Reduced 175 5 0.0% 0.01% 260 -100 -36.36% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Added to 176 5 0.0% 0.0% 258 +14 8.64% Q4 2025 Feb 12, 2026
Sankala Group LLC History New 139 4 0.0% 266 +139 New Q4 2025 Mar 02, 2026
Sound Income Strategies, LLC History New 119 4 0.0% 265 +119 New Q4 2025 Jan 21, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 173 4 0.0% 0.0% 262 +59 51.75% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Added to 152 4 0.0% 0.0% 261 +2 1.33% Q4 2025 Feb 04, 2026
KELLEHER FINANCIAL ADVISORS History No change 170 4 0.0% 0.0% 263 0 0.0% Q4 2025 Jan 20, 2026
Financial Management Professionals, Inc. History No change 166 4 0.0% 0.0% 264 0 0.0% Q4 2025 Jan 27, 2026
Elequin Capital, LP History New 117 3 0.0% 270 +117 New Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 132 3 0.0% 0.0% 269 -2 -1.49% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 111 3 0.0% 0.0% 267 0 0.0% Q4 2025 Jan 07, 2026
Hurley Capital, LLC History No change 131 3 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 100 2 0.0% 0.0% 271 -234 -70.06% Q4 2025 Feb 18, 2026
Signature Equity Partners, LLC History New 83 2 0.0% 272 +83 New Q4 2025 Feb 17, 2026
Blue Trust, Inc. History New 53 1 0.0% 277 +53 New Q4 2025 Jan 16, 2026
HARBOUR INVESTMENTS, INC. History Added to 38 1 0.0% 273 +13 52.0% Q4 2025 Feb 09, 2026
Prestige Wealth Management Group LLC History No change 53 1 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 11, 2026
Avalon Trust Co History No change 45 1 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 09, 2026
Investment Research & Advisory Group, Inc. History No change 38 1 0.0% 0.0% 276 0 0.0% Q4 2025 Jan 20, 2026
Kilter Group LLC History No change 49 1 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.02% -140,348 -100.0% Q3 2025 Nov 13, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.09% -125,473 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.1% -110,141 -100.0% Q3 2025 Nov 17, 2025
FIRST SABREPOINT CAPITAL MANAGEMENT LP History Closed out 0 0 1.23% -105,000 -100.0% Q3 2025 Nov 14, 2025
Convergence Investment Partners, LLC History Closed out 0 0 0.68% -81,961 -100.0% Q3 2025 Nov 04, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.07% -73,695 -100.0% Q3 2025 Oct 31, 2025
BlueCrest Capital Management Ltd History Closed out 0 0 4.55% -68,832 -100.0% Q3 2025 Feb 17, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -64,751 -100.0% Q3 2025 Nov 14, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -47,872 -100.0% Q3 2025 Nov 13, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -44,920 -100.0% Q3 2025 Nov 14, 2025
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.0% -44,330 -100.0% Q3 2025 Nov 14, 2025
Prospera Financial Services Inc History Closed out 0 0 0.01% -20,336 -100.0% Q3 2025 Nov 06, 2025
Andrew Hill Investment Advisors, Inc. History Closed out 0 0 0.5% -17,539 -100.0% Q3 2025 Oct 15, 2025
Limestone Investment Advisors LP History Closed out 0 0 0.05% -16,800 -100.0% Q3 2025 Nov 13, 2025
Scientech Research LLC History Closed out 0 0 0.18% -13,597 -100.0% Q3 2025 Nov 14, 2025
PharVision Advisers, LLC History Closed out 0 0 0.27% -13,055 -100.0% Q3 2025 Nov 17, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.13% -12,371 -100.0% Q3 2025 Nov 14, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.09% -11,900 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -11,698 -100.0% Q3 2025 Oct 14, 2025
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 2.06% -11,632 -100.0% Q3 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.06% -10,166 -100.0% Q3 2025 Nov 12, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Feb 17, 2026
Jain Global LLC History Closed out 0 0 0.0% -8,854 -100.0% Q3 2025 Nov 14, 2025
111 Capital History Closed out 0 0 0.06% -8,614 -100.0% Q3 2025 Nov 12, 2025
SPX Gestao de Recursos Ltda History Closed out 0 0 0.02% -8,000 -100.0% Q3 2025 Nov 12, 2025
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -7,876 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -7,726 -100.0% Q3 2025 Oct 30, 2025
R Squared Ltd History Closed out 0 0 0.12% -7,472 -100.0% Q3 2025 Nov 12, 2025
INCEPTIONR LLC History Closed out 0 0 0.07% -7,405 -100.0% Q3 2025 Nov 13, 2025
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -6,651 -100.0% Q3 2025 Oct 31, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -6,542 -100.0% Q3 2025 Oct 22, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.03% -5,830 -100.0% Q3 2025 Nov 14, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -5,827 -100.0% Q3 2025 Oct 29, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.05% -5,645 -100.0% Q3 2025 Nov 13, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.03% -5,528 -100.0% Q3 2025 Nov 14, 2025
Private Advisor Group, LLC History Closed out 0 0 0.0% -5,441 -100.0% Q3 2025 Nov 13, 2025
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.0% -4,943 -100.0% Q3 2025 Nov 07, 2025
Banque Cantonale Vaudoise History Closed out 0 0 0.0% -1,117 -100.0% Q3 2025 Nov 13, 2025
Saranac Partners Ltd History Closed out 0 0 0.0% -750 -100.0% Q3 2025 Dec 05, 2025
Newbridge Financial Services Group, Inc. History Closed out 0 0 0.0% -582 -100.0% Q3 2025 Nov 13, 2025
Quintet Private Bank (Europe) S.A. History Closed out 0 0 0.0% -328 -100.0% Q3 2025 Oct 07, 2025
SJS Investment Consulting Inc. History Closed out 0 0 0.0% -249 -100.0% Q3 2025 Oct 21, 2025
Spire Wealth Management History Closed out 0 0 0.0% -85 -100.0% Q3 2025 Oct 23, 2025
Arax Advisory Partners History Reduced 5 0 0.0% -82 -94.25% Q4 2025 Feb 13, 2026
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -59 -100.0% Q3 2025 Nov 14, 2025
Clearstead Advisors, LLC History Closed out 0 0 0.0% -34 -100.0% Q3 2025 Nov 10, 2025
FLAGSHIP HARBOR ADVISORS, LLC History New 33 0 +33 New Q4 2025 Jan 21, 2026
PRIVATE TRUST CO NA History Closed out 0 0 0.0% -31 -100.0% Q3 2025 Oct 15, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -28 -100.0% Q3 2025 Nov 10, 2025
Versant Capital Management, Inc History Reduced 11 0 0.0% -25 -69.44% Q4 2025 Jan 08, 2026
Reflection Asset Management History New 25 0 +25 New Q4 2025 Mar 02, 2026
GPS Wealth Strategies Group, LLC History Closed out 0 0 -25 -100.0% Q3 2025 Nov 03, 2025
Wealthspire Advisors, LLC History Closed out 0 0 -22 -100.0% Q3 2025 Nov 14, 2025
HUNTINGTON NATIONAL BANK History Reduced 1 0 -20 -95.24% Q4 2025 Feb 09, 2026
SFAM, LLC History New 20 0 +20 New Q4 2025 Feb 12, 2026
Nova Wealth Management, Inc. History Closed out 0 0 -17 -100.0% Q3 2025 Oct 07, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 -15 -100.0% Q3 2025 Oct 07, 2025
Sunbelt Securities, Inc. History Closed out 0 0 -11 -100.0% Q3 2025 Nov 19, 2025
Cape Investment Advisory, Inc. History Closed out 0 0 -11 -100.0% Q3 2025 Dec 29, 2025
ASSETMARK, INC History Added to 31 0 +10 47.62% Q4 2025 Jan 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 15 0 -10 -40.0% Q4 2025 Feb 09, 2026
Ankerstar Wealth, LLC History New 10 0 +10 New Q4 2025 Feb 12, 2026
ALERUS FINANCIAL NA History Closed out 0 0 -10 -100.0% Q3 2025 Nov 10, 2025
Dunhill Financial, LLC History Reduced 2 0 -9 -81.82% Q4 2025 Jan 29, 2026
TD Capital Management LLC History New 5 0 +5 New Q4 2025 Feb 26, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 5 0 +5 New Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 15 0 +3 25.0% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 27 0 +3 12.5% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 9 0 -1 -10.0% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 15 0 +1 7.14% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 12, 2025
Wilmington Savings Fund Society, FSB History No change 30 0 0.0% 0 0.0% Q4 2025 Feb 12, 2026
MAI Capital Management History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 3 0 0 0.0% Q4 2025 Jan 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 30 0 0.0% 0 0.0% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History No change 16 0 0 0.0% Q4 2025 Feb 13, 2026
Clean Yield Group History No change 5 0 0 0.0% Q4 2025 Jan 26, 2026
Blume Capital Management, Inc. History No change 5 0 0 0.0% Q4 2025 Feb 05, 2026
Tradewinds Capital Management, LLC History No change 24 0 0 0.0% Q4 2025 Jan 14, 2026
Global Retirement Partners, LLC History No change 2 0 0 0.0% Q4 2025 Feb 06, 2026
Carolina Wealth Advisors, LLC History No change 32 0 0.0% 0 0.0% Q4 2025 Jan 21, 2026
Center for Financial Planning, Inc. History No change 2 0 0 0.0% Q4 2025 Feb 05, 2026
Fortis Group Advisors, LLC History No change 20 0 0 0.0% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History No change 30 0 0.0% 0 0.0% Q4 2025 Jan 13, 2026
Missouri Trust & Investment Co History No change 18 0 0 0.0% Q4 2025 Feb 13, 2026
Abound Wealth Management History No change 6 0 0 0.0% Q4 2025 Jan 12, 2026
Aspect Partners, LLC History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
Strategic Advocates LLC History No change 2 0 0 0.0% Q4 2025 Feb 11, 2026
Legacy Wealth Managment, LLC/ID History No change 5 0 0 0.0% Q4 2025 Feb 03, 2026
Murphy & Mullick Capital Management Corp History No change 15 0 0 0.0% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History No change 20 0 0 0.0% Q4 2025 Feb 12, 2026
WINNOW WEALTH LLC History No change 2 0 0 0.0% Q4 2025 Feb 11, 2026