Sylvamo Corp - SLVM

Detailed investor-level table based on 13F positions.

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
Atlas FRM LLC History No change 6,312,454 303,944 29.69% 32.5% 1 0 0.0% Q4 2025 Feb 12, 2026
BlackRock, Inc. History Added to 5,327,400 256,514 0.0% 0.0% 2 +30,390 0.57% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 2,928,108 140,988 0.0% 0.0% 3 -64,891 -2.17% Q4 2025 Jan 29, 2026
MILLENNIUM MANAGEMENT LLC History Added to 2,233,209 107,529 0.05% 0.01% 4 +1,916,829 605.86% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History No change 2,150,000 103,522 0.14% 0.15% 5 0 0.0% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History Reduced 1,611,540 77,596 0.17% 0.16% 6 -28,044 -1.71% Q4 2025 Feb 06, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,372,059 66,064 0.03% 0.03% 7 +81,102 6.28% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 1,341,850 64,610 0.0% 0.0% 8 +34,551 2.64% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,290,297 62,128 0.01% 0.01% 9 -23,713 -1.8% Q4 2025 Feb 12, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 857,895 41,307 0.09% 0.08% 10 +8,860 1.04% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 841,351 40,518 0.0% 0.0% 11 -3,819 -0.45% Q4 2025 Feb 09, 2026
Jain Global LLC History New 811,467 39,072 0.19% 12 +811,467 New Q4 2025 Feb 17, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History New 701,497 33,777 0.09% 13 +701,497 New Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 645,135 31,063 0.0% 0.0% 14 +56,393 9.58% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 626,607 30,171 0.0% 0.0% 15 +63,578 11.29% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 470,850 22,671 0.0% 0.0% 16 +120,229 34.29% Q4 2025 Feb 10, 2026
ROYCE & ASSOCIATES LP History Added to 464,401 22,360 0.23% 0.19% 17 +36,685 8.58% Q4 2025 Feb 09, 2026
Allianz Asset Management GmbH History Reduced 435,547 20,971 0.02% 0.03% 18 -121,851 -21.86% Q4 2025 Feb 11, 2026
FMR LLC History Added to 414,157 19,941 0.0% 0.0% 19 +3,063 0.75% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 401,002 19,308 0.02% 0.01% 20 +103,647 34.86% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Reduced 364,764 17,563 0.0% 0.0% 21 -10,987 -2.92% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 356,361 17,158 0.01% 0.01% 22 -84,168 -19.11% Q4 2025 Feb 17, 2026
Fourth Sail Capital LP History Reduced 350,632 16,882 2.71% 5.89% 23 -200,300 -36.36% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 338,414 16,294 0.0% 0.0% 24 +214,016 172.04% Q4 2025 Jan 29, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 300,000 14,445 0.01% 0.01% 25 0 0.0% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 280,182 13,490 0.02% 0.01% 26 +210,403 301.53% Q4 2025 Feb 17, 2026
Life Cycle Investment Partners Ltd History New 279,088 13,438 0.09% 27 +279,088 New Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 277,160 13,345 0.0% 0.0% 28 +32,384 13.23% Q4 2025 Mar 25, 2026
Invesco Ltd. History Reduced 247,189 11,902 0.0% 0.0% 29 -92,807 -27.3% Q4 2025 Feb 19, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 232,901 11,214 0.24% 0.26% 30 -40,595 -14.84% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 223,568 10,765 0.01% 0.0% 31 +214,041 2246.68% Q4 2025 Jan 09, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 210,449 10,133 0.01% 0.0% 32 +14,004 7.13% Q4 2025 Feb 02, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 200,000 9,630 0.01% 33 +200,000 New Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 194,916 9,385 0.01% 0.0% 34 +1,846 0.96% Q4 2025 Feb 13, 2026
Cambria Investment Management, L.P. History Added to 170,276 8,198 0.48% 0.35% 35 +38,297 29.02% Q4 2025 Feb 17, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 141,587 6,817 0.02% 0.02% 36 +1,620 1.16% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 129,404 6,230 0.0% 0.0% 37 +28,313 28.01% Q4 2025 Feb 11, 2026
FIRST TRUST ADVISORS LP History Reduced 124,169 5,978 0.0% 0.01% 38 -195,022 -61.1% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 123,453 5,944 0.0% 0.0% 39 +7,645 6.6% Q4 2025 Feb 17, 2026
ING GROEP NV History No change 120,001 5,778 0.03% 0.03% 40 0 0.0% Q4 2025 Feb 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 118,156 5,689 0.0% 0.0% 41 +10,073 9.32% Q4 2025 Jan 22, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 114,630 5,519 0.02% 0.02% 42 -17,618 -13.32% Q4 2025 Feb 13, 2026
J. Goldman & Co LP History New 104,708 5,041 0.13% 43 +104,708 New Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 101,158 4,884 0.01% 0.01% 44 +4,057 4.18% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 100,435 4,835 0.03% 0.04% 45 +153 0.15% Q4 2025 Feb 18, 2026
CIBC WORLD MARKETS CORP History New 97,276 4,683 0.02% 46 +97,276 New Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 97,130 4,676 0.0% 0.0% 47 +36,045 59.01% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 94,577 4,553 0.0% 0.0% 48 -2,120 -2.19% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Added to 93,950 4,523 0.0% 0.0% 49 +45,250 92.92% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 85,904 4,136 0.0% 0.0% 50 -13,258 -13.37% Q4 2025 Feb 09, 2026
Rock Point Advisors, LLC History Added to 82,314 3,963 0.99% 0.96% 51 +265 0.32% Q4 2025 Feb 04, 2026
AMERIPRISE FINANCIAL INC History Reduced 81,961 3,946 0.0% 0.0% 52 -5,522 -6.31% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 78,313 3,770 0.0% 0.0% 53 +40,336 106.21% Q4 2025 Feb 13, 2026
Creative Planning History Added to 73,601 3,543 0.0% 0.0% 54 +48,008 187.58% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 73,389 3,533 0.0% 0.0% 55 -2,371 -3.13% Q4 2025 Feb 12, 2026
Swiss National Bank History Added to 67,700 3,259 0.0% 0.0% 56 +600 0.89% Q4 2025 Feb 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 66,345 3,194 0.01% 57 +66,345 New Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 64,970 3,128 0.0% 0.0% 58 -98,314 -60.21% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 63,700 3,067 0.0% 0.01% 59 -107,600 -62.81% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 63,365 3,051 0.0% 0.0% 60 +5,816 10.11% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 59,234 2,852 0.01% 0.01% 61 +5,715 10.68% Q4 2025 Feb 17, 2026
DENALI ADVISORS LLC History Reduced 56,500 2,720 0.3% 0.33% 62 -9,900 -14.91% Q4 2025 Feb 03, 2026
BARCLAYS PLC History Added to 53,633 2,582 0.0% 0.0% 63 +3,683 7.37% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 52,241 2,515 0.0% 0.0% 64 +1,759 3.48% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 50,603 2,436 0.0% 0.0% 65 +12,998 34.56% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 46,619 2,245 0.0% 0.0% 66 -332 -0.71% Q4 2025 Jan 30, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 41,875 2,016 0.01% 0.01% 67 -200 -0.48% Q4 2025 Feb 04, 2026
WINTON GROUP Ltd History Reduced 40,864 1,967 0.07% 0.11% 68 -24,657 -37.63% Q4 2025 Feb 11, 2026
Hudson Bay Capital Management LP History New 40,574 1,953 0.01% 69 +40,574 New Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History New 40,456 1,947 0.0% 70 +40,456 New Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Added to 40,421 1,946 0.03% 0.01% 71 +30,263 297.92% Q4 2025 Feb 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 37,830 1,821 0.0% 0.0% 72 +15,575 69.98% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 37,025 1,783 0.0% 0.0% 73 +1,507 4.24% Q4 2025 Feb 13, 2026
Villanova Investment Management Co LLC History New 35,260 1,697 1.2% 74 +35,260 New Q4 2025 Feb 26, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 34,942 1,682 0.0% 0.0% 75 -3,000 -7.91% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 33,459 1,611 0.0% 0.0% 76 -7,274 -17.86% Q4 2025 Jan 23, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 33,242 1,600 0.01% 0.01% 77 -44 -0.13% Q4 2025 Jan 14, 2026
CX Institutional History Added to 32,950 1,587 0.05% 0.04% 78 +1,322 4.18% Q4 2025 Feb 02, 2026
HRT FINANCIAL LP History Added to 32,718 1,575 0.0% 0.0% 79 +11,829 56.63% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 32,114 1,546 0.0% 0.0% 80 -7,081 -18.07% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 31,458 1,515 0.0% 0.0% 81 +1,712 5.76% Q4 2025 Feb 17, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 30,727 1,479 0.03% 0.02% 82 +245 0.8% Q4 2025 Jan 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 30,710 1,478 0.0% 0.0% 83 0 0.0% Q4 2025 Jan 28, 2026
Verition Fund Management LLC History Added to 30,383 1,462 0.01% 0.01% 84 +2,333 8.32% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 29,432 1,417 0.0% 0.0% 85 +2,024 7.38% Q4 2025 Feb 11, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 29,245 1,408 0.03% 0.06% 86 -28,683 -49.51% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 29,172 1,404 0.0% 0.0% 87 +24,635 542.98% Q4 2025 Jan 28, 2026
FOSTER & MOTLEY INC History Reduced 26,817 1,291 0.07% 0.08% 88 -4,962 -15.61% Q4 2025 Jan 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 24,602 1,184 0.0% 0.0% 89 -8,600 -25.9% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History Added to 24,500 1,179 0.0% 0.0% 90 +700 2.94% Q4 2025 Jan 28, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 23,891 1,150 0.0% 0.0% 91 -33,258 -58.2% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Reduced 23,500 1,131 0.01% 0.01% 92 -3,458 -12.83% Q4 2025 Feb 18, 2026
Mork Capital Management, LLC History New 22,780 1,096 0.67% 94 +22,780 New Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 22,763 1,096 0.0% 0.0% 93 -1,703 -6.96% Q4 2025 Feb 05, 2026
Gotham Asset Management, LLC History Reduced 20,837 1,003 0.0% 0.0% 95 -301 -1.42% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 19,842 955 0.0% 0.0% 96 -1,085 -5.18% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Reduced 18,772 903 0.01% 0.05% 97 -102,334 -84.5% Q4 2025 Jan 23, 2026
VARCOV Co. History New 18,717 901 0.36% 98 +18,717 New Q4 2025 Feb 17, 2026
Illinois Municipal Retirement Fund History Reduced 17,266 831 0.01% 0.01% 99 -1,706 -8.99% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 16,695 803 0.0% 0.0% 100 +1,186 7.65% Q4 2025 Jan 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 16,555 797 0.0% 0.01% 101 -126,810 -88.45% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 16,510 794 0.0% 0.0% 102 -2,060 -11.09% Q4 2025 Jan 29, 2026
SummerHaven Investment Management, LLC History No change 16,107 775 0.44% 0.41% 103 0 0.0% Q4 2025 Feb 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 16,009 770 0.0% 0.0% 104 +24 0.15% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 15,648 753 0.0% 105 +15,648 New Q4 2025 Feb 13, 2026
Unison Advisors LLC History New 15,268 735 0.06% 106 +15,268 New Q4 2025 Jan 21, 2026
Laurion Capital Management LP History New 15,192 731 0.03% 107 +15,192 New Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 15,200 731 0.01% 0.01% 108 -400 -2.56% Q4 2025 Jan 16, 2026
JANUS HENDERSON GROUP PLC History No change 15,024 723 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History New 14,837 714 0.01% 110 +14,837 New Q4 2025 Feb 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 14,512 698 0.0% 0.01% 111 -36,189 -71.38% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Reduced 14,095 689 0.0% 0.0% 112 -4,220 -23.04% Q4 2025 Feb 18, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 13,675 658 0.01% 0.01% 113 -8,114 -37.24% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Added to 13,477 648 0.0% 0.0% 114 +761 5.98% Q4 2025 Feb 17, 2026
Gallacher Capital Management LLC History Reduced 12,992 625 0.24% 0.27% 115 -2,678 -17.09% Q4 2025 Feb 03, 2026
Quantinno Capital Management LP History Added to 12,589 606 0.0% 0.0% 116 +5,479 77.06% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 12,486 601 0.0% 0.0% 117 -1,623 -11.5% Q4 2025 Feb 11, 2026
Horizon Investments, LLC History New 12,560 599 0.01% 118 +12,560 New Q4 2025 Feb 02, 2026
Allspring Global Investments Holdings, LLC History Added to 10,532 503 0.0% 0.0% 119 +960 10.03% Q4 2025 Jan 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 10,242 493 0.0% 0.0% 120 -2,737 -21.09% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 10,117 487 0.0% 0.0% 122 +15 0.15% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 10,119 487 0.0% 0.0% 121 0 0.0% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 10,031 482 0.0% 0.0% 123 -15,012 -59.94% Q4 2025 Feb 13, 2026
DRIVE WEALTH MANAGEMENT, LLC History New 10,018 482 0.09% 124 +10,018 New Q4 2025 Feb 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 9,792 471 0.0% 0.0% 125 +2,498 34.25% Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Reduced 9,668 466 0.0% 0.0% 126 -200 -2.03% Q4 2025 Feb 05, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 9,683 466 0.04% 0.03% 127 -149 -1.52% Q4 2025 Jan 20, 2026
Arizona State Retirement System History Reduced 9,603 462 0.0% 0.0% 128 -639 -6.24% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History No change 9,525 458 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Added to 9,500 457 0.0% 0.0% 130 +2,800 41.79% Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Added to 9,361 450 0.0% 0.0% 131 +3,770 67.43% Q4 2025 Jan 26, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 8,976 450 0.0% 0.0% 132 -1,526 -14.53% Q4 2025 Jan 21, 2026
Verity Asset Management, Inc. History Added to 9,190 442 0.19% 0.07% 133 +4,428 92.99% Q4 2025 Jan 30, 2026
COMMERCE BANK History Reduced 9,105 438 0.0% 0.0% 134 -404 -4.25% Q4 2025 Feb 13, 2026
Savant Capital, LLC History New 8,971 431 0.0% 135 +8,971 New Q4 2025 Feb 10, 2026
LMG Wealth Partners, LLC History Added to 8,635 415 0.08% 0.06% 136 +1,454 20.25% Q4 2025 Feb 02, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 8,532 411 0.0% 0.0% 137 -1,123 -11.63% Q4 2025 Jan 29, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 8,351 402 0.01% 0.01% 138 -391 -4.47% Q4 2025 Feb 18, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 8,201 394 0.0% 0.0% 139 -436 -5.05% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 8,049 387 0.0% 0.0% 140 -505 -5.9% Q4 2025 Feb 06, 2026
Concentric Capital Strategies, LP History New 7,868 378 0.02% 141 +7,868 New Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 7,584 365 0.02% 0.02% 143 -112 -1.46% Q4 2025 Feb 09, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 7,591 365 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 7,571 364 0.0% 0.0% 144 -869 -10.3% Q4 2025 Feb 10, 2026
BOKF, NA History Reduced 7,425 357 0.01% 0.01% 145 -2,396 -24.4% Q4 2025 Feb 03, 2026
EntryPoint Capital, LLC History New 7,273 350 0.14% 146 +7,273 New Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,979 336 0.0% 0.0% 147 0 0.0% Q4 2025 Jan 27, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 6,863 330 0.03% 148 +6,863 New Q4 2025 Feb 09, 2026
ProShare Advisors LLC History Added to 6,672 321 0.0% 0.0% 149 +199 3.07% Q4 2025 Feb 06, 2026
Optimize Financial Inc History Added to 6,635 319 0.16% 0.15% 150 +92 1.41% Q4 2025 Feb 09, 2026
Midwest Trust Co History Reduced 6,637 319 0.0% 0.0% 151 -47 -0.7% Q4 2025 Feb 04, 2026
Vise Technologies, Inc. History Added to 6,555 315 0.01% 0.01% 152 +527 8.74% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 6,393 303 0.0% 0.0% 153 +787 14.04% Q4 2025 Jan 08, 2026
State of Wyoming History Added to 6,075 292 0.03% 0.02% 154 +1,645 37.13% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 5,700 275 0.0% 155 +5,700 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 5,643 271 0.0% 0.0% 156 -326 -5.46% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History New 5,509 265 0.0% 157 +5,509 New Q4 2025 Jan 26, 2026
OSAIC HOLDINGS, INC. History Reduced 5,520 265 0.0% 0.0% 158 -685 -11.04% Q4 2025 Feb 17, 2026
Covestor Ltd History Added to 5,184 249 0.13% 0.11% 159 +731 16.42% Q4 2025 Feb 06, 2026
Allen Capital Group, LLC History New 5,038 242 0.02% 160 +5,038 New Q4 2025 Feb 09, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 5,008 241 0.0% 0.0% 161 -104,609 -95.43% Q4 2025 Feb 18, 2026
Versor Investments LP History New 4,975 239 0.04% 162 +4,975 New Q4 2025 Feb 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 4,846 233 0.0% 163 +4,846 New Q4 2025 Feb 18, 2026
Ascent Group, LLC History New 4,841 233 0.01% 164 +4,841 New Q4 2025 Jan 20, 2026
Maryland State Retirement & Pension System History Reduced 4,796 230 0.0% 0.0% 165 -79 -1.62% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History New 4,760 229 0.0% 166 +4,760 New Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,566 219 0.0% 0.0% 167 -510 -10.05% Q4 2025 Feb 06, 2026
GUGGENHEIM CAPITAL LLC History New 4,525 217 0.0% 168 +4,525 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History New 4,472 215 0.0% 169 +4,472 New Q4 2025 Mar 09, 2026
BANK OF MONTREAL /CAN/ History New 4,445 214 0.0% 170 +4,445 New Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 4,374 210 0.0% 0.0% 171 -149 -3.29% Q4 2025 Feb 18, 2026
JAMES INVESTMENT RESEARCH, INC. History New 4,342 209 0.02% 172 +4,342 New Q4 2025 Jan 29, 2026
Fractal Investments LLC History New 4,300 207 0.03% 173 +4,300 New Q4 2025 Jan 27, 2026
RHS Financial, LLC History Reduced 4,229 203 0.1% 0.11% 174 -440 -9.42% Q4 2025 Jan 16, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,032 194 0.0% 0.0% 175 0 0.0% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History New 3,953 190 0.0% 176 +3,953 New Q4 2025 Feb 13, 2026
Virtus Investment Advisers, LLC History New 3,316 159 0.04% 177 +3,316 New Q4 2025 Feb 17, 2026
EMC Capital Management History Reduced 3,127 151 0.07% 0.08% 178 -552 -15.0% Q4 2025 Mar 09, 2026
Ensign Peak Advisors, Inc History Reduced 3,029 145 0.0% 0.0% 179 -2,350 -43.69% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History No change 2,874 138 0.0% 0.0% 180 0 0.0% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Added to 2,852 137 0.0% 181 +2,838 20271.43% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 1,899 91 0.0% 0.0% 182 +1,139 149.87% Q4 2025 Jan 26, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,770 85 0.0% 0.0% 183 -64 -3.49% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 1,728 83 0.0% 0.0% 185 +768 80.0% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,720 83 0.0% 0.0% 184 +546 46.51% Q4 2025 Feb 09, 2026
Sterling Capital Management LLC History Reduced 1,514 72 0.0% 0.01% 186 -6,290 -80.6% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,325 63 0.0% 0.0% 187 +176 15.32% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 1,275 61 0.0% 0.0% 189 +579 83.19% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,275 61 0.0% 0.0% 188 +2 0.16% Q4 2025 Feb 12, 2026
KBC Group NV History No change 1,202 58 0.0% 0.0% 190 0 0.0% Q4 2025 Jan 26, 2026
Versant Capital Management, Inc History Added to 983 47 0.01% 0.0% 193 +302 44.35% Q4 2025 Jan 08, 2026
TD Capital Management LLC History Added to 991 47 0.0% 0.0% 192 +11 1.12% Q4 2025 Feb 26, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 981 47 0.0% 0.0% 191 0 0.0% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 838 40 0.0% 0.0% 194 +519 162.7% Q4 2025 Jan 23, 2026
Eagle Bay Advisors LLC History New 820 39 0.03% 195 +820 New Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 795 38 0.0% 196 +795 New Q4 2025 Feb 03, 2026
LRI Investments, LLC History No change 788 37 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 04, 2026
GAMMA Investing LLC History Added to 765 36 0.0% 0.0% 199 +528 222.78% Q4 2025 Jan 05, 2026
EverSource Wealth Advisors, LLC History Added to 748 36 0.0% 0.0% 198 +132 21.43% Q4 2025 Feb 06, 2026
American Capital Advisory, LLC History No change 749 36 0.02% 0.02% 200 0 0.0% Q4 2025 Jan 30, 2026
Pinnacle Wealth Planning Services, Inc. History New 670 32 0.0% 202 +670 New Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 660 32 0.0% 0.0% 201 -82 -11.05% Q4 2025 Feb 05, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 645 31 0.0% 0.0% 203 0 0.0% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Reduced 614 29 0.0% 0.0% 205 -111 -15.31% Q4 2025 Mar 16, 2026
Wilmington Savings Fund Society, FSB History No change 616 29 0.0% 0.0% 204 0 0.0% Q4 2025 Feb 12, 2026
UMB Bank, n.a. History Added to 564 27 0.0% 0.0% 206 +356 171.15% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 541 26 0.0% 0.0% 207 +31 6.08% Q4 2025 Feb 02, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 520 25 0.0% 0.0% 208 0 0.0% Q4 2025 Feb 10, 2026
Princeton Global Asset Management LLC History New 493 23 0.0% 210 +493 New Q4 2025 Jan 20, 2026
Sunbelt Securities, Inc. History Reduced 484 23 0.0% 0.0% 209 -123 -20.26% Q4 2025 Feb 20, 2026
Quent Capital, LLC History Reduced 492 23 0.0% 0.0% 211 -9 -1.8% Q4 2025 Jan 29, 2026
Global Retirement Partners, LLC History New 464 22 0.0% 213 +464 New Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Added to 471 22 0.0% 0.0% 212 +47 11.08% Q4 2025 Jan 20, 2026
US BANCORP \DE\ History Reduced 433 20 0.0% 0.0% 214 -110 -20.26% Q4 2025 Jan 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 362 17 0.0% 0.0% 215 +17 4.93% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 348 16 0.0% 216 +348 New Q4 2025 Feb 05, 2026
BNP Paribas Asset Management Holding S.A. History Added to 312 15 0.0% 0.0% 218 +98 45.79% Q4 2025 Feb 13, 2026
MAI Capital Management History Reduced 315 15 0.0% 0.0% 217 -39 -11.02% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History No change 300 14 0.0% 0.0% 219 0 0.0% Q4 2025 Feb 02, 2026
Aster Capital Management (DIFC) Ltd History New 285 13 0.01% 221 +285 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 272 13 0.0% 0.0% 220 -65 -19.29% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History New 258 12 0.0% 223 +258 New Q4 2025 Feb 17, 2026
Salomon & Ludwin, LLC History Reduced 256 12 0.0% 0.0% 222 -2 -0.78% Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 236 11 0.0% 226 +236 New Q4 2025 Jan 21, 2026
CENTRAL TRUST Co History No change 235 11 0.0% 0.0% 224 0 0.0% Q4 2025 Feb 02, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 243 11 0.0% 0.0% 225 0 0.0% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Reduced 213 10 0.0% 0.0% 227 -77 -26.55% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Reduced 215 10 0.0% 0.0% 228 -45 -17.31% Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Reduced 176 8 0.0% 0.0% 230 -36 -16.98% Q4 2025 Jan 26, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 170 8 0.0% 0.0% 229 0 0.0% Q4 2025 Jan 30, 2026
Garton & Associates Financial Advisors LLC History New 164 7 0.0% 235 +164 New Q4 2025 Feb 18, 2026
Torren Management, LLC History New 160 7 0.0% 234 +160 New Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History No change 159 7 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 09, 2026
Asset Dedication, LLC History No change 150 7 0.0% 0.0% 232 0 0.0% Q4 2025 Jan 26, 2026
Golden State Wealth Management, LLC History No change 157 7 0.0% 0.0% 233 0 0.0% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 156 6 0.0% 236 +156 New Q4 2025 Feb 11, 2026
Bare Financial Services, Inc History Added to 133 6 0.0% 0.0% 240 +72 118.03% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 145 6 0.0% 0.0% 237 0 0.0% Q4 2025 Feb 03, 2026
MTM Investment Management, LLC History No change 126 6 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History No change 135 6 0.0% 0.0% 239 0 0.0% Q4 2025 Jan 22, 2026
Arax Advisory Partners History Reduced 122 5 0.0% 0.0% 242 -200 -62.11% Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History Added to 109 5 0.0% 0.0% 246 +35 47.3% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History Added to 107 5 0.0% 0.0% 241 +24 28.92% Q4 2025 Feb 13, 2026
WPG Advisers, LLC History Added to 122 5 0.0% 0.0% 247 +24 24.49% Q4 2025 Jan 28, 2026
IFP Advisors, Inc History Reduced 116 5 0.0% 0.0% 244 -15 -11.45% Q4 2025 Feb 06, 2026
Root Financial Partners, LLC History Added to 112 5 0.0% 0.0% 245 +3 2.75% Q4 2025 Feb 10, 2026
Oakworth Capital, Inc. History No change 116 5 0.0% 0.0% 243 0 0.0% Q4 2025 Jan 30, 2026
Pacer Advisors, Inc. History Reduced 91 4 0.0% 0.02% 250 -198,497 -99.95% Q4 2025 Feb 24, 2026
Godfrey Financial Associates, Inc. History New 90 4 0.0% 255 +90 New Q4 2025 Feb 10, 2026
Stone House Investment Management, LLC History Added to 96 4 0.0% 0.0% 251 +60 166.67% Q4 2025 Jan 21, 2026
Blue Trust, Inc. History Reduced 103 4 0.0% 0.0% 252 -37 -26.43% Q4 2025 Jan 16, 2026
WealthCollab, LLC History Reduced 87 4 0.0% 0.0% 253 -16 -15.53% Q4 2025 Jan 27, 2026
Asset Planning,Inc History Added to 89 4 0.0% 0.0% 254 +1 1.14% Q4 2025 Feb 03, 2026
ATWOOD & PALMER INC History No change 90 4 0.0% 0.0% 248 0 0.0% Q4 2025 Jan 28, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 91 4 0.0% 0.0% 249 0 0.0% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 74 3 0.0% 256 +63 572.73% Q4 2025 Feb 10, 2026
Motiv8 Investments LLC History New 52 3 0.0% 259 +52 New Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History No change 82 3 0.0% 0.0% 257 0 0.0% Q4 2025 Feb 09, 2026
TOTH FINANCIAL ADVISORY CORP History No change 72 3 0.0% 0.0% 258 0 0.0% Q4 2025 Jan 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 53 2 0.0% 0.0% 264 -99 -65.13% Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Added to 58 2 0.0% 0.0% 267 +9 18.37% Q4 2025 Feb 11, 2026
BARRETT & COMPANY, INC. History Added to 48 2 0.0% 0.0% 260 +1 2.13% Q4 2025 Jan 28, 2026
Smithfield Trust Co History No change 35 2 0.0% 0.0% 261 0 0.0% Q4 2025 Feb 09, 2026
GW&K Investment Management, LLC History No change 46 2 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 11, 2026
WEBSTER BANK, N. A. History No change 54 2 0.0% 0.0% 263 0 0.0% Q4 2025 Jan 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 48 2 0.0% 0.0% 265 0 0.0% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History No change 46 2 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 18, 2026
Crewe Advisors LLC History No change 44 2 0.0% 0.0% 268 0 0.0% Q4 2025 Jan 16, 2026
Geneos Wealth Management Inc. History No change 52 2 0.0% 0.0% 269 0 0.0% Q4 2025 Jan 28, 2026
Bell Investment Advisors, Inc History No change 51 2 0.0% 0.0% 270 0 0.0% Q4 2025 Feb 24, 2026
City State Bank History No change 60 2 0.0% 0.0% 271 0 0.0% Q4 2025 Jan 28, 2026
Generali Asset Management SPA SGR History No change 42 2 0.0% 0.0% 272 0 0.0% Q4 2025 Feb 03, 2026
Kilter Group LLC History New 29 1 0.0% 286 +29 New Q4 2025 Feb 13, 2026
Monetary Solutions, Ltd History New 28 1 0.0% 288 +28 New Q4 2025 Feb 23, 2026
Bank of New Hampshire History New 27 1 0.0% 281 +27 New Q4 2025 Mar 16, 2026
Elyxium Wealth, LLC History New 27 1 0.0% 285 +27 New Q4 2025 Feb 05, 2026
OPTIMA CAPITAL LLC History New 27 1 0.0% 287 +27 New Q4 2025 Jan 23, 2026
Manchester Capital Management LLC History Added to 27 1 0.0% 275 +18 200.0% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 36 1 0.0% 0.0% 276 -10 -21.74% Q4 2025 Jan 07, 2026
SBI Securities Co., Ltd. History Reduced 36 1 0.0% 0.0% 280 -9 -20.0% Q4 2025 Feb 03, 2026
JFS WEALTH ADVISORS, LLC History Added to 31 1 0.0% 0.0% 278 +7 29.17% Q4 2025 Jan 14, 2026
CoreCap Advisors, LLC History Added to 22 1 0.0% 282 +1 4.76% Q4 2025 Jan 13, 2026
NBC SECURITIES, INC. History No change 24 1 0.0% 0.0% 273 0 0.0% Q4 2025 Jan 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 32 1 0.0% 0.0% 274 0 0.0% Q4 2025 Jan 20, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 30 1 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 05, 2026
Addison Advisors LLC History No change 41 1 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 06, 2026
Financial Perspectives, Inc History No change 22 1 0.0% 283 0 0.0% Q4 2025 Jan 28, 2026
William B. Walkup & Associates, Inc. History No change 30 1 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.01% -145,383 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.06% -139,598 -100.0% Q3 2025 Nov 13, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -97,742 -100.0% Q3 2025 Nov 14, 2025
Trexquant Investment LP History Closed out 0 0 0.04% -80,548 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -68,497 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -41,000 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -39,949 -100.0% Q3 2025 Nov 14, 2025
Freestone Grove Partners LP History Closed out 0 0 0.01% -39,029 -100.0% Q3 2025 Nov 14, 2025
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.15% -38,351 -100.0% Q3 2025 Dec 15, 2025
Jump Financial, LLC History Closed out 0 0 0.02% -32,338 -100.0% Q3 2025 Nov 13, 2025
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -32,100 -100.0% Q3 2025 Oct 27, 2025
NIA IMPACT ADVISORS, LLC History Closed out 0 0 0.45% -31,082 -100.0% Q3 2025 Nov 13, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -22,931 -100.0% Q3 2025 Nov 14, 2025
B. Metzler seel. Sohn & Co. AG History Closed out 0 0 0.01% -18,032 -100.0% Q3 2025 Nov 13, 2025
CWA Asset Management Group, LLC History Closed out 0 0 0.03% -16,825 -100.0% Q3 2025 Oct 22, 2025
Vest Financial, LLC History Closed out 0 0 0.01% -14,406 -100.0% Q3 2025 Oct 30, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -14,334 -100.0% Q3 2025 Nov 14, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.12% -13,388 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.01% -8,431 -100.0% Q3 2025 Nov 17, 2025
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 0.07% -7,600 -100.0% Q3 2025 Nov 03, 2025
Baird Financial Group, Inc. History Closed out 0 0 0.0% -6,664 -100.0% Q3 2025 Nov 13, 2025
Amundi History Closed out 0 0 0.0% -6,405 -100.0% Q3 2025 Nov 14, 2025
STRS OHIO History Closed out 0 0 0.0% -4,200 -100.0% Q3 2025 Oct 30, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -1,894 -100.0% Q3 2025 Nov 10, 2025
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -1,500 -100.0% Q3 2025 Nov 13, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -848 -100.0% Q3 2025 Nov 18, 2025
Kimelman & Baird, LLC History Closed out 0 0 0.0% -726 -100.0% Q3 2025 Nov 25, 2025
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -545 -100.0% Q3 2025 Nov 13, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -203 -100.0% Q3 2025 Nov 12, 2025
BARTLETT & CO. WEALTH MANAGEMENT LLC History Closed out 0 0 0.0% -115 -100.0% Q3 2025 Oct 09, 2025
Glen Eagle Advisors, LLC History Reduced 10 0 0.0% -65 -86.67% Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -54 -100.0% Q3 2025 Nov 13, 2025
Clearstead Advisors, LLC History Reduced 1 0 0.0% -41 -97.62% Q4 2025 Feb 09, 2026
TOMPKINS FINANCIAL CORP History Closed out 0 0 0.0% -33 -100.0% Q3 2025 Oct 08, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -31 -100.0% Q3 2025 Nov 13, 2025
Dunhill Financial, LLC History Closed out 0 0 0.0% -23 -100.0% Q3 2025 Nov 12, 2025
Newbridge Financial Services Group, Inc. History Closed out 0 0 -20 -100.0% Q3 2025 Nov 13, 2025
JPL Wealth Management, LLC History Closed out 0 0 -20 -100.0% Q3 2025 Nov 14, 2025
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 18 0 +18 New Q4 2025 Jan 20, 2026
BAYBAN History New 18 0 +18 New Q4 2025 Mar 05, 2026
Navalign, LLC History New 14 0 +14 New Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Closed out 0 0 0.0% -14 -100.0% Q3 2025 Nov 14, 2025
Kohmann Bosshard Financial Services, LLC History New 13 0 +13 New Q4 2025 Jan 30, 2026
Kingdom Financial Group LLC. History New 12 0 +12 New Q4 2025 Feb 06, 2026
United Financial Planning Group LLC History New 12 0 +12 New Q4 2025 Feb 11, 2026
Keating Financial Advisory Services, Inc. History New 11 0 +11 New Q4 2025 Feb 09, 2026
Wealthspire Advisors, LLC History Closed out 0 0 -11 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 -11 -100.0% Q3 2025 Nov 06, 2025
SageView Advisory Group, LLC History New 10 0 +10 New Q4 2025 Feb 17, 2026
MATHER GROUP, LLC. History Closed out 0 0 -10 -100.0% Q3 2025 Oct 21, 2025
Clearstead Trust, LLC History Closed out 0 0 -10 -100.0% Q3 2025 Nov 10, 2025
Meramec Financial Planners, LLC History New 9 0 +9 New Q4 2025 Feb 10, 2026
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 07, 2025
MassMutual Private Wealth & Trust, FSB History Reduced 3 0 -6 -66.67% Q4 2025 Jan 07, 2026
Transamerica Financial Advisors, LLC History New 6 0 +6 New Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History New 5 0 +5 New Q4 2025 Jan 21, 2026
AllSquare Wealth Management LLC History Closed out 0 0 -5 -100.0% Q3 2025 Jan 12, 2026
Cornerstone Planning Group LLC History Added to 10 0 +4 66.67% Q4 2025 Feb 02, 2026
Quarry LP History New 4 0 +4 New Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 11 0 +4 57.14% Q4 2025 Jan 08, 2026
Ankerstar Wealth, LLC History New 4 0 +4 New Q4 2025 Feb 12, 2026
HighMark Wealth Management LLC History Closed out 0 0 -4 -100.0% Q3 2025 Oct 20, 2025
Inspire Investing, LLC History New 3 0 +3 New Q4 2025 Feb 17, 2026
Triumph Capital Management History New 3 0 +3 New Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Added to 17 0 +3 21.43% Q4 2025 Jan 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 3 0 +3 New Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History New 2 0 +2 New Q4 2025 Feb 06, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -2 -100.0% Q3 2025 Nov 12, 2025
Global Wealth Strategies & Associates History Closed out 0 0 -2 -100.0% Q3 2025 Oct 02, 2025
Cloud Capital Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 03, 2025
EASTERN BANK History New 1 0 +1 New Q4 2025 Jan 14, 2026
Cedar Mountain Advisors, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 18 0 -1 -5.26% Q4 2025 Feb 11, 2026
Palisade Asset Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 17, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 03, 2025
WOLFF WIESE MAGANA LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 28, 2025
Rossby Financial, LCC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 10, 2025
FIRST HORIZON CORP History No change 6 0 0 0.0% Q4 2025 Jan 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 5 0 0 0.0% Q4 2025 Feb 11, 2026
SouthState Bank Corp History No change 17 0 0 0.0% Q4 2025 Feb 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 18 0 0 0.0% Q4 2025 Feb 06, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 18 0 0 0.0% Q4 2025 Feb 09, 2026
ALERUS FINANCIAL NA History No change 4 0 0 0.0% Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History No change 12 0 0 0.0% Q4 2025 Jan 21, 2026
NATIXIS History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 15 0 0.0% 0 0.0% Q4 2025 Feb 11, 2026
Cranbrook Wealth Management, LLC History No change 5 0 0 0.0% Q4 2025 Jan 28, 2026
Moisand Fitzgerald Tamayo, LLC History No change 8 0 0 0.0% Q4 2025 Jan 14, 2026
Grove Bank & Trust History No change 13 0 0 0.0% Q4 2025 Jan 08, 2026
Pacific Center for Financial Services History No change 20 0 0 0.0% Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History No change 5 0 0 0.0% Q4 2025 Feb 10, 2026
Costello Asset Management, INC History No change 10 0 0 0.0% Q4 2025 Feb 03, 2026
Prestige Wealth Management Group LLC History No change 13 0 0 0.0% Q4 2025 Feb 11, 2026
Core Alternative Capital History No change 10 0 0 0.0% Q4 2025 Feb 02, 2026
Key FInancial Inc History No change 2 0 0 0.0% Q4 2025 Feb 09, 2026
High Note Wealth, LLC History No change 7 0 0 0.0% Q4 2025 Feb 05, 2026
Concord Wealth Partners History No change 9 0 0 0.0% Q4 2025 Jan 29, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
SJS Investment Consulting Inc. History No change 11 0 0 0.0% Q4 2025 Jan 21, 2026
DecisionPoint Financial, LLC History No change 8 0 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 2 0 0 0.0% Q4 2025 Jan 12, 2026
Fortitude Family Office, LLC History No change 16 0 0 0.0% Q4 2025 Jan 15, 2026
Financial Freedom, LLC History No change 16 0 0 0.0% Q4 2025 Feb 17, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 1 0 0 0.0% Q4 2025 Jan 09, 2026
DiNuzzo Private Wealth, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 16, 2026
Bruce G. Allen Investments, LLC History No change 3 0 0 0.0% Q4 2025 Feb 10, 2026
Sachetta, LLC History No change 3 0 0 0.0% Q4 2025 Feb 02, 2026
CURIO WEALTH, LLC History No change 1 0 0 0.0% Q4 2025 Feb 11, 2026
Navigoe, LLC History No change 9 0 0 0.0% Q4 2025 Feb 03, 2026
Fourth Dimension Wealth, LLC History No change 18 0 0 0.0% Q4 2025 Feb 04, 2026
HFM Investment Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 05, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 2 0 0 0.0% Q4 2025 Feb 13, 2026
Aventura Private Wealth, LLC History No change 5 0 0 0.0% Q4 2025 Jan 07, 2026
Holos Integrated Wealth LLC History No change 19 0 0 0.0% Q4 2025 Jan 05, 2026