SIMMONS FIRST NATIONAL CORP - SFNC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 20,708,191 390,349 0.01% 0.01% 1 +318,034 1.56% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 16,471,523 310,488 0.0% 0.0% 2 +51,914 0.32% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 7,569,943 144,222 0.0% 0.0% 3 +389,634 5.43% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 7,360,472 138,745 0.03% 0.03% 4 -270,063 -3.54% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 6,814,476 128,452 0.02% 0.02% 5 +70,486 1.05% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 4,382,030 82,601 0.01% 0.01% 6 -126,300 -2.8% Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 3,679,874 69,365 0.56% 0.49% 7 +126,418 3.56% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,558,574 67,089 0.0% 0.0% 8 +53,994 1.54% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,005,654 37,806 0.01% 0.01% 9 +18,300 0.92% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 1,653,394 31,166 0.0% 0.0% 10 +27,078 1.66% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 1,601,122 30,181 0.01% 0.01% 11 -378,618 -19.12% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 1,595,939 30,083 0.0% 0.0% 12 +587,082 58.19% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 1,469,594 27,701 0.0% 0.0% 13 +725,489 97.5% Q4 2025 Mar 25, 2026
Simmons Bank History Added to 1,417,286 26,715 1.79% 1.71% 14 +78,999 5.9% Q4 2025 Feb 05, 2026
Invesco Ltd. History Reduced 1,407,777 26,536 0.0% 0.0% 15 -219,539 -13.49% Q4 2025 Feb 19, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 1,369,380 25,812 0.09% 0.1% 16 -134,079 -8.92% Q4 2025 Feb 18, 2026
Rhino Investment Partners, Inc History Added to 1,369,079 25,807 7.31% 8.04% 17 +39,000 2.93% Q4 2025 Feb 17, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Added to 1,143,055 21,546 0.87% 0.21% 18 +874,513 325.65% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,101,555 20,764 0.01% 0.01% 19 +416,205 60.73% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,012,205 19,080 0.03% 0.01% 20 +618,019 156.78% Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 902,669 17,015 0.01% 0.01% 21 -86,216 -8.72% Q4 2025 Jan 22, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 855,698 16,129 0.01% 0.01% 22 +119,228 16.19% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 796,744 15,018 0.03% 0.01% 23 +590,336 286.0% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 771,712 14,546 0.3% 0.3% 24 +45,789 6.31% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 689,691 13,000 0.01% 0.01% 25 -8,823 -1.26% Q4 2025 Feb 02, 2026
CITADEL ADVISORS LLC History Added to 665,011 12,535 0.0% 0.0% 26 +292,708 78.62% Q4 2025 Feb 17, 2026
FMR LLC History Added to 660,204 12,444 0.0% 0.0% 27 +434,963 193.11% Q4 2025 Feb 17, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 656,587 12,376 0.04% 0.04% 28 +23,992 3.79% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 593,202 11,181 0.01% 0.01% 29 +30,703 5.46% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 556,320 10,486 0.01% 0.01% 30 +4,514 0.82% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 536,384 10,110 0.01% 0.02% 31 -247,750 -31.6% Q4 2025 Feb 17, 2026
Newport Trust Company, LLC History Reduced 535,276 10,089 0.02% 0.02% 32 -9,706 -1.78% Q4 2025 Feb 06, 2026
BANK OF AMERICA CORP /DE/ History Reduced 500,881 9,441 0.0% 0.0% 33 -10,802 -2.11% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 500,817 9,440 0.03% 0.04% 34 -63,615 -11.27% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 474,452 8,943 0.0% 0.01% 35 -253,382 -34.81% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 412,579 7,777 0.01% 0.01% 36 -4,387 -1.05% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 405,699 7,647 0.01% 0.0% 37 +353,366 675.23% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Added to 400,457 7,548 0.07% 0.06% 38 +109,479 37.62% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 393,798 7,423 0.01% 0.01% 39 +247,165 168.56% Q4 2025 Feb 05, 2026
AMERICAN CENTURY COMPANIES INC History Added to 366,202 6,902 0.0% 0.0% 40 +9,711 2.72% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 363,068 6,843 0.0% 0.0% 41 -13,295 -3.53% Q4 2025 Feb 09, 2026
ProShare Advisors LLC History Added to 345,221 6,507 0.01% 0.01% 42 +20,683 6.37% Q4 2025 Feb 06, 2026
AMERIPRISE FINANCIAL INC History Reduced 326,531 6,158 0.0% 0.0% 43 -14,534 -4.26% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 321,889 6,067 0.01% 0.01% 44 +60,243 23.02% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 303,690 5,724 0.0% 0.0% 45 -42,206 -12.2% Q4 2025 Feb 13, 2026
Numerai GP LLC History Added to 297,341 5,604 0.68% 0.7% 46 +40,162 15.62% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 293,746 5,537 0.0% 0.0% 47 +2,118 0.73% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 285,280 5,377 0.0% 0.0% 48 +69,035 31.92% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 285,186 5,375 0.0% 0.0% 49 +9,600 3.48% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 269,141 5,073 0.0% 0.0% 50 +19,024 7.61% Q4 2025 Jan 29, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 267,198 5,036 0.01% 51 +267,198 New Q4 2025 Feb 13, 2026
BURNEY CO/ History Added to 261,687 4,932 0.15% 0.13% 52 +47,248 22.03% Q4 2025 Jan 23, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 256,446 4,834 0.15% 0.16% 53 -12,706 -4.72% Q4 2025 Jan 28, 2026
Squarepoint Ops LLC History Added to 251,596 4,742 0.01% 0.0% 54 +232,912 1246.59% Q4 2025 Feb 13, 2026
Curi Capital, LLC History Reduced 251,063 4,732 0.08% 0.14% 55 -137,425 -35.37% Q4 2025 Feb 17, 2026
MENDON CAPITAL ADVISORS CORP History Reduced 250,000 4,712 1.4% 2.99% 56 -156,570 -38.51% Q4 2025 Feb 18, 2026
Jain Global LLC History New 240,764 4,538 0.02% 57 +240,764 New Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 237,126 4,469 0.0% 0.0% 58 +16,991 7.72% Q4 2025 Feb 13, 2026
EJF Capital LP History Added to 227,454 4,287 2.43% 2.51% 59 +1,649 0.73% Q4 2025 Feb 17, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 223,800 4,218 0.03% 60 +223,800 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 204,034 3,846 0.02% 0.0% 61 +148,179 265.29% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 199,257 3,755 0.01% 0.0% 62 +165,400 488.53% Q4 2025 Feb 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 189,849 3,578 0.16% 63 +189,849 New Q4 2025 Feb 17, 2026
CONNORS INVESTOR SERVICES INC History Added to 189,444 3,571 0.31% 0.27% 64 +24,311 14.72% Q4 2025 Feb 09, 2026
WELLS FARGO & COMPANY/MN History Added to 186,068 3,507 0.0% 0.0% 65 +53,277 40.12% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 169,293 3,191 0.0% 0.0% 66 -33,400 -16.48% Q4 2025 Feb 09, 2026
Brandywine Global Investment Management, LLC History New 167,219 3,152 0.02% 67 +167,219 New Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 164,413 3,099 0.0% 0.0% 68 +3,240 2.01% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 163,989 3,091 0.0% 0.0% 69 -31,143 -15.96% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 162,800 3,069 0.0% 0.0% 70 +105,370 183.48% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 161,116 3,037 0.0% 0.0% 71 +5,975 3.85% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 154,784 2,917 0.04% 0.04% 72 +10,767 7.48% Q4 2025 Feb 05, 2026
Rafferty Asset Management, LLC History Added to 154,062 2,904 0.01% 0.01% 73 +2,205 1.45% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 153,408 2,891 0.16% 0.09% 74 +79,750 108.27% Q4 2025 Feb 09, 2026
Inspire Advisors, LLC History Added to 152,559 2,875 0.26% 0.27% 75 +6,225 4.25% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 146,024 2,752 0.01% 0.01% 76 +10,800 7.99% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 143,223 2,699 0.0% 0.0% 77 -195,130 -57.67% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Reduced 142,515 2,686 0.01% 0.01% 78 -6,287 -4.23% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 141,935 2,675 0.0% 0.0% 79 +4,621 3.37% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 140,461 2,647 0.0% 0.0% 80 -9,617 -6.41% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 140,092 2,640 0.0% 0.0% 81 +7,131 5.36% Q4 2025 Feb 17, 2026
JAG CAPITAL MANAGEMENT, LLC History Added to 125,558 2,366 0.26% 0.26% 82 +1,363 1.1% Q4 2025 Feb 06, 2026
CANADA LIFE ASSURANCE Co History Reduced 125,500 2,364 0.0% 0.0% 83 -3,958 -3.06% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 125,326 2,363 0.0% 0.0% 84 +4,507 3.73% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 115,927 2,185 0.0% 0.0% 85 -83,625 -41.91% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 114,596 2,160 0.0% 0.0% 86 +1,538 1.36% Q4 2025 Feb 18, 2026
SG Americas Securities, LLC History Added to 114,171 2,152 0.0% 0.0% 87 +99,310 668.26% Q4 2025 Jan 09, 2026
FRANKLIN RESOURCES INC History Reduced 109,892 2,071 0.0% 0.0% 88 -1,654 -1.48% Q4 2025 Feb 11, 2026
Quantbot Technologies LP History Added to 96,714 1,823 0.06% 0.02% 89 +58,803 155.11% Q4 2025 Feb 10, 2026
WESBANCO BANK INC History No change 94,400 1,779 0.05% 0.05% 90 0 0.0% Q4 2025 Feb 03, 2026
ROYAL BANK OF CANADA History New 93,411 1,761 0.0% 91 +93,411 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 92,891 1,751 0.0% 0.01% 92 -10,561 -10.21% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 92,565 1,744 0.0% 0.0% 93 -11,518 -11.07% Q4 2025 Feb 17, 2026
Interval Partners, LP History Reduced 92,196 1,737 0.03% 0.07% 94 -122,939 -57.15% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 89,745 1,691 0.0% 0.0% 95 +3,055 3.52% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 79,009 1,489 0.02% 0.02% 96 +879 1.13% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Reduced 78,816 1,485 0.01% 0.01% 97 -4,999 -5.96% Q4 2025 Feb 12, 2026
EVERPAR ADVISORS LLC History Added to 78,664 1,482 0.55% 0.6% 98 +1 0.0% Q4 2025 Jan 07, 2026
Cresset Asset Management, LLC History Added to 76,929 1,466 0.01% 0.01% 99 +497 0.65% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 77,357 1,458 0.0% 0.0% 100 -15,815 -16.97% Q4 2025 Feb 17, 2026
Illinois Municipal Retirement Fund History Reduced 74,474 1,403 0.02% 0.02% 101 -1,014 -1.34% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 72,672 1,369 0.01% 0.02% 102 -19,720 -21.34% Q4 2025 Feb 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 71,950 1,356 0.0% 0.0% 103 -13,776 -16.07% Q4 2025 Jan 30, 2026
Linden Thomas Advisory Services, LLC History Reduced 70,733 1,333 0.14% 0.14% 104 -968 -1.35% Q4 2025 Jan 16, 2026
Eagle Bluffs Wealth Management LLC History No change 67,846 1,293 0.52% 0.57% 105 0 0.0% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 67,648 1,275 0.0% 106 +67,648 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 67,042 1,263 0.0% 0.0% 107 +1,161 1.76% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History Added to 66,550 1,254 0.03% 0.01% 108 +40,278 153.31% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 66,300 1,249 0.02% 0.02% 109 -200 -0.3% Q4 2025 Jan 16, 2026
Waverly Advisors, LLC History Added to 66,193 1,247 0.01% 0.01% 110 +1,027 1.58% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 66,024 1,244 0.0% 0.0% 111 +43,963 199.28% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Reduced 56,924 1,157 0.0% 0.01% 112 -42,246 -42.6% Q4 2025 Feb 18, 2026
Russell Investments Group, Ltd. History Reduced 61,223 1,154 0.0% 0.0% 113 -593 -0.96% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Added to 61,071 1,151 0.01% 0.0% 114 +48,671 392.51% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 60,851 1,146 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 17, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 59,677 1,124 0.04% 0.04% 116 0 0.0% Q4 2025 Feb 12, 2026
Weiss Asset Management LP History New 59,016 1,112 0.02% 117 +59,016 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 57,641 1,086 0.0% 0.0% 118 -2,176 -3.64% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 56,788 1,070 0.0% 0.0% 119 +15,083 36.17% Q4 2025 Feb 11, 2026
INCEPTIONR LLC History Added to 51,567 972 0.27% 0.12% 120 +26,227 103.5% Q4 2025 Feb 11, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 51,404 968 0.0% 0.0% 121 +32,242 168.26% Q4 2025 Feb 17, 2026
TMB Capital Partners, LLC History New 48,803 919 0.31% 122 +48,803 New Q4 2025 Feb 19, 2026
Horrell Capital Management, Inc. History Reduced 48,660 917 0.4% 0.41% 123 -1,704 -3.38% Q4 2025 Feb 03, 2026
Tweedy, Browne Co LLC History Added to 48,572 915 0.07% 0.07% 124 +6,912 16.59% Q4 2025 Feb 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 48,572 915 0.01% 0.01% 125 +6,912 16.59% Q4 2025 Jan 14, 2026
COMERICA BANK History Reduced 47,461 894 0.0% 0.0% 126 -2,921 -5.8% Q4 2025 Jan 29, 2026
CWM, LLC History Added to 46,092 869 0.0% 0.0% 127 +6,136 15.36% Q4 2025 Jan 26, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 45,383 855 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 12, 2026
Schonfeld Strategic Advisors LLC History Reduced 45,052 849 0.0% 0.02% 129 -173,777 -79.41% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 44,595 840 0.0% 0.0% 130 +6,625 17.45% Q4 2025 Jan 27, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 44,235 833 0.12% 0.17% 131 -19,837 -30.96% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Added to 44,000 829 0.0% 0.0% 132 +8,555 24.14% Q4 2025 Feb 09, 2026
Engineers Gate Manager LP History Reduced 43,673 823 0.01% 0.01% 133 -19,318 -30.67% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 42,031 792 0.01% 0.01% 134 +553 1.33% Q4 2025 Feb 05, 2026
Arizona State Retirement System History Reduced 40,408 761 0.0% 0.0% 135 -1,662 -3.95% Q4 2025 Jan 28, 2026
M.E. ALLISON & CO., INC. History No change 40,066 755 0.51% 0.53% 136 0 0.0% Q4 2025 Jan 12, 2026
Naviter Wealth, LLC History Added to 39,461 752 0.1% 0.03% 137 +27,803 238.49% Q4 2025 Jan 21, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 38,991 751 0.01% 0.01% 138 -5,194 -11.76% Q4 2025 Jan 21, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 39,348 741 0.01% 0.01% 139 -61 -0.15% Q4 2025 Feb 13, 2026
VARCOV Co. History New 38,896 733 0.29% 140 +38,896 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 36,062 679 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 35,827 675 0.0% 0.0% 142 -1,024 -2.78% Q4 2025 Feb 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 35,770 674 0.01% 0.01% 143 -2,951 -7.62% Q4 2025 Jan 29, 2026
Missouri Trust & Investment Co History No change 35,740 673 0.2% 0.2% 144 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 35,309 665 0.0% 0.0% 145 -50,556 -58.88% Q4 2025 Feb 10, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 35,043 661 0.0% 0.0% 146 +11,237 47.2% Q4 2025 Jan 28, 2026
LPL Financial LLC History Reduced 34,869 657 0.0% 0.0% 147 -24,036 -40.8% Q4 2025 Feb 11, 2026
Mustard Seed Financial, LLC History No change 34,352 647 0.41% 0.42% 148 0 0.0% Q4 2025 Jan 23, 2026
REGIONS FINANCIAL CORP History Added to 34,200 644 0.0% 0.0% 149 +15,224 80.23% Q4 2025 Jan 27, 2026
Corient Private Wealth LLC History Added to 34,068 642 0.0% 0.0% 150 +20,338 148.13% Q4 2025 Mar 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 33,528 632 0.0% 0.0% 151 +1,674 5.26% Q4 2025 Feb 09, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 33,075 623 0.01% 0.01% 152 +500 1.53% Q4 2025 Feb 04, 2026
KLP KAPITALFORVALTNING AS History Added to 31,000 589 0.0% 0.0% 153 +600 1.97% Q4 2025 Jan 28, 2026
HANCOCK WHITNEY CORP History Reduced 31,223 588 0.01% 0.01% 154 -2,898 -8.49% Q4 2025 Feb 17, 2026
Cullen Capital Management, LLC History Added to 30,325 571 0.01% 0.01% 155 +2,099 7.44% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 30,222 570 0.0% 156 +30,222 New Q4 2025 Feb 13, 2026
Dean Capital Management History Reduced 30,133 568 0.24% 0.39% 157 -22,758 -43.03% Q4 2025 Feb 20, 2026
Brevan Howard Capital Management LP History Reduced 29,167 549 0.01% 0.01% 158 -58,391 -66.69% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 28,933 545 0.0% 159 +28,933 New Q4 2025 Feb 17, 2026
TD Capital Management LLC History Added to 28,300 533 0.05% 0.05% 160 +290 1.04% Q4 2025 Feb 26, 2026
Carlson Capital, L.P. History New 27,000 508 0.18% 161 +27,000 New Q4 2025 Feb 03, 2026
CENTRAL TRUST Co History Reduced 26,768 504 0.01% 0.01% 162 -3,667 -12.05% Q4 2025 Feb 02, 2026
Handelsbanken Fonder AB History No change 26,560 501 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 06, 2026
TWINBEECH CAPITAL LP History Reduced 26,533 500 0.04% 0.05% 165 -38,262 -59.05% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 26,554 500 0.0% 0.0% 164 -5,880 -18.13% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History No change 26,496 499 0.02% 0.02% 166 0 0.0% Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Added to 25,301 476 0.04% 0.05% 167 +1,070 4.42% Q4 2025 Feb 17, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 25,205 475 0.02% 0.02% 168 0 0.0% Q4 2025 Feb 02, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 25,099 473 0.0% 0.0% 169 +12,320 96.41% Q4 2025 Feb 17, 2026
Summit Financial Wealth Advisors, LLC History Added to 25,090 472 0.07% 0.05% 170 +10,000 66.27% Q4 2025 Jan 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 24,221 467 0.0% 0.0% 171 +4,738 24.32% Q4 2025 Jan 08, 2026
PROFUND ADVISORS LLC History Added to 23,838 449 0.01% 0.01% 172 +12,253 105.77% Q4 2025 Feb 06, 2026
Pictet Asset Management Holding SA History Added to 22,001 414 0.0% 0.0% 173 +4,648 26.78% Q4 2025 Jan 29, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 21,349 402 0.01% 0.08% 174 -143,228 -87.03% Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History Added to 21,175 399 0.01% 0.01% 175 +461 2.23% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 21,065 397 0.0% 0.0% 176 +513 2.5% Q4 2025 Feb 10, 2026
New Age Alpha Advisors, LLC History Added to 20,775 391 0.02% 0.01% 177 +2,901 16.23% Q4 2025 Feb 09, 2026
Amundi History Reduced 20,518 386 0.0% 0.0% 178 -4,696 -18.62% Q4 2025 Feb 17, 2026
Entropy Technologies, LP History Reduced 19,388 365 0.02% 0.04% 179 -5,329 -21.56% Q4 2025 Feb 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Reduced 19,163 361 0.05% 0.07% 180 -5,164 -21.23% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 19,079 359 0.0% 0.0% 181 +495 2.66% Q4 2025 Feb 18, 2026
Elo Mutual Pension Insurance Co History Reduced 18,220 343 0.01% 0.02% 182 -32,543 -64.11% Q4 2025 Feb 12, 2026
Fortis Capital Management LLC History Reduced 17,841 336 0.04% 0.05% 183 -3 -0.02% Q4 2025 Feb 13, 2026
DRW Securities, LLC History New 17,300 326 0.01% 184 +17,300 New Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 17,048 321 0.0% 0.0% 185 -1,536 -8.27% Q4 2025 Feb 17, 2026
NorthCrest Asset Manangement, LLC History Reduced 16,752 319 0.01% 0.01% 186 -950 -5.37% Q4 2025 Jan 08, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 16,540 311 0.0% 0.0% 187 +331 2.04% Q4 2025 Feb 10, 2026
Millennium Capital Advisors, LLC History Added to 16,339 307 0.18% 0.19% 188 +307 1.91% Q4 2025 Feb 05, 2026
Campbell & CO Investment Adviser LLC History Reduced 16,071 302 0.01% 0.05% 189 -17,162 -51.64% Q4 2025 Feb 12, 2026
Legato Capital Management LLC History Reduced 15,906 299 0.03% 0.07% 190 -17,200 -51.95% Q4 2025 Feb 06, 2026
S Harris Financial Group, LLC History New 15,561 293 0.28% 191 +15,561 New Q4 2025 Mar 03, 2026
Retirement Investment Advisors, Inc. History No change 15,000 282 0.02% 0.02% 192 0 0.0% Q4 2025 Jan 21, 2026
HighTower Advisors, LLC History Reduced 14,621 275 0.0% 0.0% 193 -1,084 -6.9% Q4 2025 Feb 06, 2026
WBI INVESTMENTS, LLC History New 14,399 271 0.07% 194 +14,399 New Q4 2025 Feb 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 14,309 269 0.0% 195 +14,309 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 14,163 267 0.0% 0.0% 196 0 0.0% Q4 2025 Feb 13, 2026
Allred Capital Management, LLC History No change 13,770 259 0.09% 0.09% 197 0 0.0% Q4 2025 Feb 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 13,722 258 0.01% 0.01% 198 +134 0.99% Q4 2025 Feb 03, 2026
CIBC Asset Management Inc History Added to 13,621 256 0.0% 0.0% 199 +429 3.25% Q4 2025 Feb 10, 2026
ALGERT GLOBAL LLC History No change 13,426 253 0.0% 0.0% 200 0 0.0% Q4 2025 Feb 17, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 13,419 252 0.01% 0.01% 201 +991 7.97% Q4 2025 Jan 23, 2026
XTX Topco Ltd History Reduced 13,066 246 0.01% 0.04% 202 -24,259 -64.99% Q4 2025 Feb 17, 2026
Uniting Wealth Partners, LLC History Added to 12,740 242 0.07% 0.05% 203 +800 6.7% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 12,074 227 0.01% 0.01% 206 -4,395 -26.69% Q4 2025 Jan 21, 2026
Beacon Pointe Advisors, LLC History Added to 12,080 227 0.0% 0.0% 207 +1,007 9.09% Q4 2025 Feb 18, 2026
Gilliland Jeter Wealth Management LLC History Added to 12,055 227 0.07% 0.07% 208 +41 0.34% Q4 2025 Jan 23, 2026
COURIER CAPITAL LLC History No change 12,072 227 0.01% 0.01% 204 0 0.0% Q4 2025 Jan 29, 2026
Patten Group, Inc. History No change 12,048 227 0.04% 0.04% 205 0 0.0% Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History No change 11,847 223 0.01% 0.01% 209 0 0.0% Q4 2025 Feb 11, 2026
Focus Partners Advisor Solutions, LLC History New 11,557 217 0.0% 210 +11,557 New Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 11,452 215 0.0% 0.0% 211 +268 2.4% Q4 2025 Feb 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 10,840 204 0.0% 0.0% 212 -5,670 -34.34% Q4 2025 Feb 02, 2026
Gaddis Premier Wealth Advisors LLC History New 10,645 200 0.15% 213 +10,645 New Q4 2025 Feb 11, 2026
iSAM Funds (UK) Ltd History New 10,188 192 0.07% 215 +10,188 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History New 10,168 192 0.0% 214 +10,168 New Q4 2025 Feb 13, 2026
Massar Capital Management, LP History New 10,169 191 0.02% 216 +10,169 New Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 9,813 184 0.0% 0.0% 217 -3,939 -28.64% Q4 2025 Feb 10, 2026
Sterling Capital Management LLC History Reduced 8,418 158 0.0% 0.0% 218 -1,401 -14.27% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 7,924 149 0.0% 0.0% 219 -6,050 -43.29% Q4 2025 Feb 12, 2026
DANSKE BANK A/S History Added to 7,000 131 0.0% 0.0% 220 +6,300 900.0% Q4 2025 Feb 02, 2026
Luken Investment Analytics, LLC History No change 6,886 129 0.05% 0.05% 221 0 0.0% Q4 2025 Feb 03, 2026
LGT Financial Advisors LLC History No change 5,896 111 0.68% 0.24% 222 0 0.0% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 5,853 110 0.0% 0.0% 223 -1,774 -23.26% Q4 2025 Feb 06, 2026
KBC Group NV History No change 5,380 101 0.0% 0.0% 224 0 0.0% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 5,287 99 0.0% 0.0% 225 -2,818 -34.77% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 5,097 96 0.0% 226 +5,097 New Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Reduced 4,414 83 0.01% 0.01% 227 -15 -0.34% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 4,402 82 0.0% 0.0% 228 +2,227 102.39% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History No change 4,084 76 0.0% 0.0% 229 0 0.0% Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History New 4,010 75 0.0% 230 +4,010 New Q4 2025 Feb 06, 2026
GAMMA Investing LLC History Reduced 3,627 68 0.0% 0.0% 231 -633 -14.86% Q4 2025 Jan 05, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History New 3,500 65 0.0% 233 +3,500 New Q4 2025 Feb 09, 2026
MAI Capital Management History Added to 3,472 65 0.0% 0.0% 232 +147 4.42% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History No change 3,156 59 0.0% 0.0% 234 0 0.0% Q4 2025 Jan 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,640 50 0.0% 0.0% 235 +1,305 97.75% Q4 2025 Jan 15, 2026
SouthState Bank Corp History Added to 2,283 43 0.0% 0.0% 236 +25 1.11% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Reduced 2,208 41 0.0% 0.0% 237 -342 -13.41% Q4 2025 Feb 13, 2026
Covestor Ltd History Reduced 2,140 40 0.02% 0.06% 238 -3,798 -63.96% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,884 36 0.0% 0.0% 239 +495 35.64% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History Reduced 1,866 35 0.0% 0.01% 240 -488 -20.73% Q4 2025 Jan 08, 2026
EverSource Wealth Advisors, LLC History Reduced 1,773 33 0.0% 0.0% 241 -144 -7.51% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Reduced 1,686 31 0.0% 0.0% 242 -1,000 -37.23% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,600 30 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 10, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,440 27 0.0% 0.0% 244 +439 43.86% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,356 25 0.0% 0.0% 245 -6 -0.44% Q4 2025 Feb 13, 2026
Torren Management, LLC History New 1,105 20 0.01% 246 +1,105 New Q4 2025 Jan 30, 2026
Salomon & Ludwin, LLC History Added to 834 15 0.0% 0.0% 248 +367 78.59% Q4 2025 Jan 28, 2026
FNY Investment Advisers, LLC History No change 800 15 0.0% 0.0% 247 0 0.0% Q4 2025 Jan 16, 2026
Eurizon Capital SGR S.p.A. History New 783 14 0.0% 250 +783 New Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 743 14 0.0% 0.0% 249 +254 51.94% Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 731 13 0.0% 254 +731 New Q4 2025 Feb 03, 2026
UMB Bank, n.a. History Added to 716 13 0.0% 0.0% 252 +542 311.49% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 732 13 0.0% 0.0% 251 +183 33.33% Q4 2025 Feb 02, 2026
IFP Advisors, Inc History Added to 698 13 0.0% 0.0% 253 +55 8.55% Q4 2025 Feb 06, 2026
Aquatic Capital Management LLC History Reduced 681 12 0.0% 0.02% 255 -56,013 -98.8% Q4 2025 Feb 17, 2026
Quarry LP History Added to 673 12 0.0% 0.0% 256 +363 117.1% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 687 11 0.0% 259 +687 New Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Added to 593 11 0.0% 0.0% 258 +94 18.84% Q4 2025 Feb 05, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 567 11 0.0% 0.0% 257 -10 -1.73% Q4 2025 Jan 20, 2026
Farther Finance Advisors, LLC History Added to 555 10 0.0% 0.0% 261 +386 228.4% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Reduced 532 10 0.0% 0.0% 260 -172 -24.43% Q4 2025 Jan 16, 2026
Bare Financial Services, Inc History Added to 431 8 0.0% 0.0% 262 +194 81.86% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 392 7 0.0% 263 +392 New Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Added to 421 7 0.0% 0.0% 264 +95 29.14% Q4 2025 Mar 16, 2026
US BANCORP \DE\ History Reduced 355 6 0.0% 0.0% 265 -25 -6.58% Q4 2025 Jan 30, 2026
Avion Wealth History No change 345 6 0.0% 0.0% 266 0 0.0% Q4 2025 Jan 23, 2026
Arax Advisory Partners History Reduced 296 5 0.0% 0.01% 267 -40,001 -99.27% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 280 5 0.0% 268 +280 New Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Reduced 296 5 0.0% 0.0% 269 -9 -2.95% Q4 2025 Feb 10, 2026
SIMPLEX TRADING, LLC History New 205 3 0.0% 271 +205 New Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History New 190 3 0.0% 272 +190 New Q4 2025 Jan 21, 2026
MassMutual Private Wealth & Trust, FSB History No change 200 3 0.0% 0.0% 270 0 0.0% Q4 2025 Jan 07, 2026
LRI Investments, LLC History No change 186 3 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 04, 2026
True Wealth Design, LLC History Reduced 146 2 0.0% 0.0% 276 -312 -68.12% Q4 2025 Jan 08, 2026
JFS WEALTH ADVISORS, LLC History Added to 127 2 0.0% 0.0% 274 +32 33.68% Q4 2025 Jan 14, 2026
SBI Securities Co., Ltd. History No change 155 2 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Added to 82 1 0.0% 278 +69 530.77% Q4 2025 Jan 20, 2026
Keating Financial Advisory Services, Inc. History New 54 1 0.0% 281 +54 New Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 55 1 0.0% 0.0% 277 -18 -24.66% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History No change 69 1 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 11, 2026
Clayton Financial Group LLC History No change 100 1 0.0% 0.0% 280 0 0.0% Q4 2025 Jan 21, 2026
Azora Capital LP History Closed out 0 0 0.61% -687,380 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.08% -422,497 -100.0% Q3 2025 Nov 13, 2025
JACOBS ASSET MANAGEMENT, LLC History Closed out 0 0 3.67% -350,000 -100.0% Q3 2025 Nov 13, 2025
Hillsdale Investment Management Inc. History Closed out 0 0 0.19% -332,400 -100.0% Q3 2025 Nov 10, 2025
SOROS FUND MANAGEMENT LLC History Closed out 0 0 0.09% -324,550 -100.0% Q3 2025 Nov 14, 2025
Stieven Capital Advisors, L.P. History Closed out 0 0 1.08% -300,000 -100.0% Q3 2025 Nov 13, 2025
Ghisallo Capital Management LLC History Closed out 0 0 0.14% -225,000 -100.0% Q3 2025 Nov 14, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.01% -199,734 -100.0% Q3 2025 Nov 14, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -151,972 -100.0% Q3 2025 Nov 14, 2025
KENNEDY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.06% -146,863 -100.0% Q3 2025 Nov 13, 2025
Jackson Creek Investment Advisors LLC History Closed out 0 0 0.5% -89,234 -100.0% Q3 2025 Nov 04, 2025
MALTESE CAPITAL MANAGEMENT LLC History Closed out 0 0 0.24% -81,322 -100.0% Q3 2025 Nov 14, 2025
SEVEN GRAND MANAGERS, LLC History Closed out 0 0 0.12% -75,000 -100.0% Q3 2025 Nov 12, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.21% -65,230 -100.0% Q3 2025 Nov 13, 2025
STRS OHIO History Closed out 0 0 0.0% -51,100 -100.0% Q3 2025 Oct 30, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -49,574 -100.0% Q3 2025 Nov 14, 2025
Summit Global Investments History Closed out 0 0 0.04% -39,318 -100.0% Q3 2025 Nov 03, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.26% -35,696 -100.0% Q3 2025 Nov 13, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.08% -35,216 -100.0% Q3 2025 Nov 14, 2025
BAILARD, INC. History Closed out 0 0 0.01% -34,800 -100.0% Q3 2025 Oct 30, 2025
Versor Investments LP History Closed out 0 0 0.1% -28,900 -100.0% Q3 2025 Nov 06, 2025
Horizon Investments, LLC History Closed out 0 0 0.01% -28,439 -100.0% Q3 2025 Nov 14, 2025
49 WEALTH MANAGEMENT, LLC History Closed out 0 0 0.04% -23,865 -100.0% Q3 2025 Nov 12, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -23,700 -100.0% Q3 2025 Nov 14, 2025
1900 WEALTH MANAGEMENT LLC History Closed out 0 0 0.03% -23,514 -100.0% Q3 2025 Oct 17, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.07% -22,494 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -18,501 -100.0% Q3 2025 Oct 30, 2025
MQS Management LLC History Closed out 0 0 0.2% -17,925 -100.0% Q3 2025 Nov 06, 2025
Man Group plc History Closed out 0 0 0.0% -15,259 -100.0% Q3 2025 Nov 14, 2025
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 0.0% -15,100 -100.0% Q3 2025 Oct 20, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.01% -14,549 -100.0% Q3 2025 Nov 14, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.09% -14,547 -100.0% Q3 2025 Nov 13, 2025
Reliant Investment Management, LLC History Closed out 0 0 0.1% -13,613 -100.0% Q3 2025 Oct 24, 2025
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 0.01% -13,361 -100.0% Q3 2025 Oct 22, 2025
R Squared Ltd History Closed out 0 0 0.1% -12,540 -100.0% Q3 2025 Nov 12, 2025
Atom Investors LP History Closed out 0 0 0.02% -12,335 -100.0% Q3 2025 Nov 14, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.04% -11,536 -100.0% Q3 2025 Nov 13, 2025
Visionary Wealth Advisors History Closed out 0 0 0.01% -11,363 -100.0% Q3 2025 Nov 13, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -10,768 -100.0% Q3 2025 Nov 05, 2025
ELCO Management Co., LLC History Closed out 0 0 0.1% -10,000 -100.0% Q3 2025 Nov 05, 2025
Mitsubishi UFJ Trust & Banking Corp History Closed out 0 0 0.0% -7,962 -100.0% Q3 2025 Oct 31, 2025
Vinva Investment Management Ltd History Closed out 0 0 0.0% -6,980 -100.0% Q3 2025 Nov 13, 2025
Clearstead Advisors, LLC History Closed out 0 0 0.0% -982 -100.0% Q3 2025 Nov 10, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -626 -100.0% Q3 2025 Nov 10, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -297 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -265 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -101 -100.0% Q3 2025 Oct 21, 2025
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 0.0% -88 -100.0% Q3 2025 Nov 03, 2025
DELTA ASSET MANAGEMENT LLC/TN History Reduced 30 0 0.0% -78 -72.22% Q4 2025 Feb 09, 2026
Retirement Wealth Solutions LLC History Closed out 0 0 0.0% -78 -100.0% Q3 2025 Oct 08, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -60 -100.0% Q3 2025 Nov 18, 2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 52 0 +52 New Q4 2025 Feb 11, 2026
Clearstead Trust, LLC History Closed out 0 0 -46 -100.0% Q3 2025 Nov 10, 2025
CIBC Private Wealth Group LLC History New 35 0 +35 New Q4 2025 Feb 12, 2026
Rialto Wealth Management, LLC History Added to 44 0 +35 388.89% Q4 2025 Jan 12, 2026
Sunbelt Securities, Inc. History Reduced 40 0 0.0% -33 -45.21% Q4 2025 Feb 20, 2026
Cloud Capital Management, LLC History Closed out 0 0 -29 -100.0% Q3 2025 Nov 03, 2025
Global Retirement Partners, LLC History Added to 33 0 +18 120.0% Q4 2025 Feb 06, 2026
SJS Investment Consulting Inc. History Added to 23 0 +11 91.67% Q4 2025 Jan 21, 2026
Fortitude Family Office, LLC History Reduced 28 0 -11 -28.21% Q4 2025 Jan 15, 2026
Transamerica Financial Advisors, LLC History Added to 19 0 +9 90.0% Q4 2025 Feb 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 8 0 +8 New Q4 2025 Feb 11, 2026
Godfrey Financial Associates, Inc. History New 8 0 +8 New Q4 2025 Feb 10, 2026
Ankerstar Wealth, LLC History New 7 0 +7 New Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History New 3 0 +3 New Q4 2025 Jan 29, 2026
DiNuzzo Private Wealth, Inc. History Reduced 22 0 -3 -12.0% Q4 2025 Jan 16, 2026
Bay Harbor Wealth Management, LLC History Added to 8 0 +2 33.33% Q4 2025 Feb 02, 2026
HFM Investment Advisors, LLC History Reduced 9 0 -1 -10.0% Q4 2025 Feb 05, 2026
FINANCIAL CONSULATE, INC History No change 22 0 0 0.0% Q4 2025 Jan 22, 2026
Spire Wealth Management History No change 31 0 0 0.0% Q4 2025 Jan 14, 2026
Bell Investment Advisors, Inc History No change 34 0 0 0.0% Q4 2025 Feb 24, 2026
Private Wealth Management Group, LLC History No change 46 0 0 0.0% Q4 2025 Jan 23, 2026