Sphere Entertainment Co. - SPHR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ARIEL INVESTMENTS, LLC History Reduced 3,168,534 301,264 3.25% 3.98% 1 -2,825,705 -47.14% Q4 2025 Feb 13, 2026
VANGUARD GROUP INC History Reduced 2,653,282 252,274 0.0% 0.0% 2 -12,679 -0.48% Q4 2025 Jan 29, 2026
Jericho Capital Asset Management L.P. History Reduced 2,605,615 247,741 2.82% 1.75% 3 -100,000 -3.7% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 2,059,142 195,783 0.0% 0.0% 4 +22,286 1.09% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 1,921,864 182,730 0.01% 0.01% 5 +182,004 10.46% Q4 2025 Feb 13, 2026
STEADFAST CAPITAL MANAGEMENT LP History Reduced 1,067,861 101,532 1.74% 1.36% 6 -188,636 -15.01% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 917,904 87,277 0.02% 0.01% 7 -173,924 -15.93% Q4 2025 Feb 12, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 858,887 81,662 0.78% 0.53% 8 -14,742 -1.69% Q4 2025 Feb 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 732,940 69,687 0.01% 0.01% 9 -56,001 -7.1% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 709,358 67,445 0.01% 0.01% 10 -159,744 -18.38% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 681,077 64,756 0.01% 0.0% 11 +287,703 73.14% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 647,831 61,606 0.0% 0.0% 12 -23,307 -3.47% Q4 2025 Feb 09, 2026
STATE STREET CORP History Reduced 632,018 60,092 0.0% 0.0% 13 -5,329 -0.84% Q4 2025 Feb 13, 2026
SAMLYN CAPITAL, LLC History New 606,525 57,668 0.92% 14 +606,525 New Q4 2025 Feb 17, 2026
GILDER GAGNON HOWE & CO LLC History New 561,146 53,353 0.56% 15 +561,146 New Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 539,739 51,318 0.35% 16 +539,739 New Q4 2025 Feb 05, 2026
DEUTSCHE BANK AG\ History Reduced 493,344 46,907 0.02% 0.01% 17 -46,700 -8.65% Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 477,353 45,386 0.02% 0.0% 18 +342,605 254.26% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 419,742 39,909 0.07% 19 +419,742 New Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 383,986 36,509 0.05% 0.01% 20 +257,925 204.6% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 382,480 36,366 0.02% 0.01% 21 +92,191 31.76% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 374,894 35,645 0.01% 0.0% 22 +365,450 3869.65% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 351,962 33,464 0.01% 0.0% 23 +121,819 52.93% Q4 2025 Jan 29, 2026
FRED ALGER MANAGEMENT, LLC History Added to 350,846 33,358 0.13% 0.02% 24 +276,231 370.21% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 346,156 32,912 0.1% 0.09% 25 -52,096 -13.08% Q4 2025 Feb 13, 2026
Luxor Capital Group, LP History Added to 333,390 31,698 2.43% 0.55% 26 +146,177 78.08% Q4 2025 Feb 17, 2026
Avantyr Capital Partners, LP History New 325,000 30,901 1.85% 27 +325,000 New Q4 2025 Feb 17, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 306,434 29,135 0.69% 0.52% 28 -38,589 -11.18% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 303,856 28,890 0.0% 0.0% 29 -52,749 -14.79% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 300,534 28,574 0.01% 0.01% 30 +59,631 24.75% Q4 2025 Feb 10, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 283,038 26,911 0.56% 0.45% 31 -54,476 -16.14% Q4 2025 Feb 17, 2026
MANE GLOBAL CAPITAL MANAGEMENT LP History Reduced 280,457 26,665 1.43% 1.01% 32 -75,999 -21.32% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 269,346 25,609 0.05% 0.01% 33 +218,000 424.57% Q4 2025 Feb 17, 2026
Nearwater Capital Markets, Ltd History No change 250,000 23,770 0.41% 0.21% 34 0 0.0% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 225,348 21,426 0.0% 0.0% 35 -2,752 -1.21% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 224,035 21,301 0.03% 0.01% 36 +117,300 109.9% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 220,792 20,992 0.0% 0.0% 37 -107,719 -32.79% Q4 2025 Feb 17, 2026
Islander Capital Partners, L.P. History New 220,028 20,920 9.43% 38 +220,028 New Q4 2025 Feb 13, 2026
Metavasi Capital LP History Added to 218,106 20,737 8.45% 3.32% 39 +40,930 23.1% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 216,480 20,582 0.01% 0.0% 40 +165,888 327.89% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 212,086 20,165 0.07% 0.01% 41 +171,285 419.81% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 208,700 19,843 0.01% 0.01% 42 +62,700 42.95% Q4 2025 Feb 17, 2026
NORGES BANK History New 198,673 18,889 0.0% 43 +198,673 New Q4 2025 Feb 10, 2026
Invesco Ltd. History Added to 191,494 18,207 0.0% 0.0% 44 +106,484 125.26% Q4 2025 Feb 19, 2026
Neuberger Berman Group LLC History New 183,164 17,415 0.01% 45 +183,164 New Q4 2025 Feb 13, 2026
Portolan Capital Management, LLC History Reduced 175,646 16,700 0.89% 0.7% 46 -32,772 -15.72% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 172,234 16,376 0.03% 0.0% 47 +170,955 13366.3% Q4 2025 Feb 12, 2026
Holocene Advisors, LP History Reduced 169,629 16,128 0.03% 0.03% 48 -34,725 -16.99% Q4 2025 Feb 17, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Reduced 169,100 16,078 1.08% 0.96% 49 -74,076 -30.46% Q4 2025 Feb 13, 2026
O'Keefe Stevens Advisory, Inc. History Reduced 167,623 15,937 4.14% 3.48% 50 -39,071 -18.9% Q4 2025 Jan 08, 2026
MARSHALL WACE, LLP History New 166,758 15,855 0.01% 51 +166,758 New Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Reduced 163,438 15,539 0.26% 0.12% 52 -24,076 -12.84% Q4 2025 Feb 18, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 150,800 14,338 0.09% 53 +150,800 New Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 131,830 12,534 0.0% 0.0% 54 -730 -0.55% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 130,454 12,403 0.0% 0.0% 55 -109,439 -45.62% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History Added to 124,997 11,884 0.04% 0.01% 56 +62,798 100.96% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Added to 123,838 11,774 0.02% 6.92% 57 +99,838 415.99% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Reduced 121,022 11,506 0.15% 0.1% 58 -3,389 -2.72% Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 119,614 11,373 0.0% 59 +119,614 New Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 114,891 10,923 0.0% 0.0% 60 +63,674 124.32% Q4 2025 Feb 13, 2026
DLD Asset Management, LP History No change 112,000 10,654 0.79% 0.5% 61 0 0.0% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 112,014 10,650 0.0% 0.0% 62 -43,786 -28.1% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 111,622 10,613 0.09% 0.06% 63 +22,653 25.46% Q4 2025 Feb 17, 2026
PDT Partners, LLC History Reduced 110,769 10,531 0.68% 0.46% 64 -6,262 -5.35% Q4 2025 Feb 17, 2026
Nicholas Investment Partners, LP History Added to 109,395 10,401 0.76% 0.39% 65 +28,135 34.62% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History Reduced 106,090 10,087 0.63% 0.56% 66 -33,500 -24.0% Q4 2025 Jan 30, 2026
GOLDMAN SACHS GROUP INC History Reduced 105,806 10,060 0.0% 0.0% 67 -47,796 -31.12% Q4 2025 Mar 25, 2026
Washington Trust Advisors, Inc. History Reduced 103,411 9,832 0.75% 0.84% 68 -75,051 -42.05% Q4 2025 Feb 03, 2026
Verition Fund Management LLC History Reduced 96,343 9,160 0.04% 0.05% 69 -116,525 -54.74% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Added to 96,019 9,129 0.11% 0.01% 70 +85,188 786.52% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History New 95,278 9,059 0.01% 71 +95,278 New Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History New 92,634 8,807 0.13% 72 +92,634 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 89,803 8,538 0.0% 0.0% 73 +50,639 129.3% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 88,413 8,406 0.01% 0.01% 74 -95 -0.11% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 87,283 8,299 0.01% 0.01% 75 +40,002 84.6% Q4 2025 Jan 09, 2026
Bank of New York Mellon Corp History Reduced 83,702 7,958 0.0% 0.0% 76 -1,696 -1.99% Q4 2025 Feb 10, 2026
Quinn Opportunity Partners LLC History Added to 83,000 7,891 0.33% 0.15% 77 +48,000 137.14% Q4 2025 Feb 13, 2026
Empire Life Investments Inc. History New 81,267 7,726 0.44% 78 +81,267 New Q4 2025 Feb 04, 2026
Creek Drive Management Group LLC History New 79,500 7,558 84.34% 79 +79,500 New Q4 2025 Mar 24, 2026
AMERICAN CENTURY COMPANIES INC History Added to 78,932 7,504 0.0% 0.0% 80 +3,218 4.25% Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 71,874 6,833 0.02% 0.01% 81 +1,779 2.54% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 68,115 6,476 0.22% 0.03% 82 +48,460 246.55% Q4 2025 Feb 10, 2026
Informed Momentum Co LLC History New 67,238 6,392 0.71% 83 +67,238 New Q4 2025 Feb 12, 2026
LORD, ABBETT & CO. LLC History New 57,735 5,489 0.02% 84 +57,735 New Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 57,686 5,484 0.0% 0.0% 85 -6,019 -9.45% Q4 2025 Feb 18, 2026
FMR LLC History Added to 55,333 5,261 0.0% 0.0% 86 +11,809 27.13% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 53,506 5,087 0.02% 87 +53,506 New Q4 2025 Feb 13, 2026
Aquatic Capital Management LLC History New 52,948 5,034 0.14% 88 +52,948 New Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Added to 52,740 5,014 0.05% 0.01% 89 +5,779 12.31% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 51,896 4,934 0.04% 90 +51,896 New Q4 2025 Feb 17, 2026
Swiss National Bank History Reduced 50,659 4,816 0.0% 0.0% 91 -200 -0.39% Q4 2025 Feb 12, 2026
PINNBROOK CAPITAL MANAGEMENT LP History Added to 49,759 4,731 0.66% 0.34% 92 +738 1.51% Q4 2025 Feb 06, 2026
Voleon Capital Management LP History Added to 47,461 4,512 0.1% 0.03% 94 +28,773 153.97% Q4 2025 Feb 17, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 47,463 4,512 0.06% 0.04% 93 -1,928 -3.9% Q4 2025 Feb 11, 2026
PEAK6 LLC History Reduced 45,989 4,372 0.01% 0.01% 95 -10,115 -18.03% Q4 2025 Mar 12, 2026
OSAIC HOLDINGS, INC. History Added to 42,480 4,038 0.01% 0.0% 96 +7,706 22.16% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 42,212 4,013 0.0% 0.0% 97 -5,234 -11.03% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 41,355 3,932 0.0% 0.0% 98 +10,936 35.95% Q4 2025 Feb 11, 2026
Centiva Capital, LP History Reduced 40,900 3,888 0.03% 0.03% 99 -9,100 -18.2% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 37,859 3,599 0.0% 0.0% 100 +25,773 213.25% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 37,715 3,585 0.0% 0.0% 101 -21,832 -36.66% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Reduced 36,471 3,467 0.01% 0.01% 102 -92,824 -71.79% Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 36,263 3,448 0.0% 0.0% 103 +145 0.4% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 36,163 3,438 0.0% 0.0% 104 +23,306 181.27% Q4 2025 Feb 17, 2026
Jain Global LLC History New 34,301 3,261 0.02% 105 +34,301 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 34,100 3,242 0.0% 0.0% 106 +1,734 5.36% Q4 2025 Feb 13, 2026
BOYAR ASSET MANAGEMENT INC. History Reduced 34,097 3,241 2.06% 1.59% 107 -6,351 -15.7% Q4 2025 Feb 13, 2026
MYDA Advisors LLC History Reduced 34,000 3,232 0.62% 0.86% 108 -30,000 -46.88% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History Added to 31,785 3,022 0.01% 0.0% 109 +19,226 153.09% Q4 2025 Feb 17, 2026
SANDLER CAPITAL MANAGEMENT History Reduced 30,377 2,888 0.95% 0.81% 110 -14,051 -31.63% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Added to 29,186 2,775 0.03% 0.02% 111 +8,386 40.32% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 28,372 2,697 0.0% 0.0% 112 +6,379 29.0% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 27,947 2,657 0.03% 0.01% 113 +16,351 141.01% Q4 2025 Jan 20, 2026
Legal & General Group Plc History Added to 27,662 2,630 0.0% 0.0% 114 +2,038 7.95% Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 27,262 2,592 0.0% 0.0% 115 -17,435 -39.01% Q4 2025 Feb 17, 2026
Poehling Capital Management, INC. History Reduced 25,031 2,379 0.49% 0.7% 116 -28,421 -53.17% Q4 2025 Feb 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 24,470 2,326 0.0% 0.0% 117 +628 2.63% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 24,058 2,287 0.0% 0.0% 118 +3,274 15.75% Q4 2025 Feb 12, 2026
POLEN CAPITAL MANAGEMENT LLC History New 23,828 2,265 0.01% 119 +23,828 New Q4 2025 Feb 12, 2026
SIG BROKERAGE, LP History Added to 23,517 2,235 0.07% 0.03% 120 +5,600 31.26% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 22,660 2,154 0.0% 0.0% 121 +4,791 26.81% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 22,216 2,112 0.0% 0.0% 122 -618 -2.71% Q4 2025 Feb 17, 2026
COOKSON PEIRCE & CO INC History New 21,695 2,062 0.09% 123 +21,695 New Q4 2025 Feb 11, 2026
Man Group plc History Added to 20,458 1,945 0.0% 0.0% 124 +1,686 8.98% Q4 2025 Feb 17, 2026
Radnor Capital Management, LLC History Reduced 20,376 1,937 0.29% 0.2% 125 -825 -3.89% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 19,915 1,893 0.0% 0.0% 126 +1,601 8.74% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History New 19,401 1,844 0.0% 127 +19,401 New Q4 2025 Feb 13, 2026
Legato Capital Management LLC History Added to 18,774 1,785 0.15% 0.07% 128 +8,141 76.56% Q4 2025 Feb 06, 2026
Headlands Technologies LLC History Added to 18,743 1,782 0.15% 0.07% 129 +5,291 39.33% Q4 2025 Feb 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 18,152 1,725 0.12% 130 +18,152 New Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History No change 17,894 1,701 0.09% 0.06% 131 0 0.0% Q4 2025 Jan 27, 2026
Perigon Wealth Management, LLC History New 17,819 1,694 0.03% 132 +17,819 New Q4 2025 Jan 16, 2026
Gotham Asset Management, LLC History New 16,676 1,585 0.01% 133 +16,676 New Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History Reduced 16,551 1,573 0.03% 0.07% 134 -31,396 -65.48% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 16,087 1,529 0.0% 0.0% 135 +1,782 12.46% Q4 2025 Feb 11, 2026
Susquehanna Portfolio Strategies, LLC History No change 15,543 1,477 0.02% 0.02% 136 0 0.0% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 15,335 1,458 0.01% 0.0% 137 -603 -3.78% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History New 14,748 1,402 0.0% 138 +14,748 New Q4 2025 Feb 17, 2026
AlphaQuest LLC History Added to 14,712 1,398 0.08% 0.03% 139 +6,251 73.88% Q4 2025 Feb 09, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 14,632 1,391 0.06% 140 +14,632 New Q4 2025 Feb 17, 2026
THOMIST CAPITAL MANAGEMENT, LP History Added to 14,270 1,380 0.29% 0.06% 141 +9,280 185.97% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History No change 14,070 1,338 0.02% 0.01% 142 0 0.0% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 12,933 1,229 0.0% 0.0% 143 +45 0.35% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 11,955 1,136 0.0% 144 +11,955 New Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 11,790 1,120 0.01% 0.0% 145 +2,951 33.39% Q4 2025 Feb 10, 2026
Numerai GP LLC History New 11,663 1,108 0.13% 146 +11,663 New Q4 2025 Feb 17, 2026
TCW GROUP INC History No change 11,308 1,075 0.01% 0.01% 147 0 0.0% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Reduced 11,256 1,070 0.01% 0.01% 148 -1,025 -8.35% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 10,692 1,017 0.0% 0.0% 149 0 0.0% Q4 2025 Feb 17, 2026
Quent Capital, LLC History Added to 10,480 996 0.07% 0.0% 150 +10,000 2083.33% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History New 10,297 979 0.0% 151 +10,297 New Q4 2025 Mar 09, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 10,076 958 0.01% 0.01% 152 -1,027 -9.25% Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 10,000 950 0.01% 153 +10,000 New Q4 2025 Feb 04, 2026
Central Pacific Bank - Trust Division History No change 9,946 945 0.12% 0.07% 154 0 0.0% Q4 2025 Jan 07, 2026
Creative Planning History Added to 9,910 942 0.0% 0.0% 155 +3,676 58.97% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 9,787 930 0.0% 0.0% 156 +2,589 35.97% Q4 2025 Jan 27, 2026
Qube Research & Technologies Ltd History New 9,695 921 0.0% 157 +9,695 New Q4 2025 Feb 17, 2026
Symmetry Investments LP History New 9,112 866 0.08% 158 +9,112 New Q4 2025 Feb 17, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 9,105 865 0.12% 0.06% 159 +3,090 51.37% Q4 2025 Feb 17, 2026
Intrepid Financial Planning Group LLC History Added to 8,475 805 0.31% 0.16% 160 +1,600 23.27% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 8,248 784 0.0% 0.0% 161 +1,275 18.28% Q4 2025 Feb 13, 2026
Bridgefront Capital, LLC History Added to 8,001 760 0.19% 0.06% 162 +4,710 143.12% Q4 2025 Feb 13, 2026
Dynamic Technology Lab Private Ltd History New 7,879 749 0.17% 163 +7,879 New Q4 2025 Feb 13, 2026
Osbon Capital Management LLC History New 7,751 736 0.69% 164 +7,751 New Q4 2025 Mar 16, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 7,645 726 0.01% 0.0% 165 -58 -0.75% Q4 2025 Feb 13, 2026
Philip James Wealth Mangement, LLC History Added to 7,474 710 0.08% 0.05% 166 +384 5.42% Q4 2025 Jan 20, 2026
Arizona State Retirement System History Reduced 7,096 674 0.0% 0.0% 167 -662 -8.53% Q4 2025 Jan 28, 2026
Penn Capital Management Company, LLC History Reduced 6,932 659 0.05% 0.03% 168 -117 -1.66% Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Reduced 6,773 643 0.01% 0.01% 169 -1,085 -13.81% Q4 2025 Feb 17, 2026
Entropy Technologies, LP History Added to 6,498 617 0.03% 0.03% 170 +48 0.74% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Reduced 6,431 611 0.02% 0.02% 171 -414 -6.05% Q4 2025 Feb 17, 2026
Garner Asset Management Corp History Reduced 6,264 595 0.23% 0.16% 172 -140 -2.19% Q4 2025 Feb 03, 2026
Orion Porfolio Solutions, LLC History Reduced 6,236 592 0.0% 0.0% 173 -1,087 -14.84% Q4 2025 Feb 12, 2026
Scientech Research LLC History New 6,022 572 0.36% 174 +6,022 New Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 6,000 570 0.0% 0.0% 175 +300 5.26% Q4 2025 Feb 06, 2026
KLP KAPITALFORVALTNING AS History No change 5,814 552 0.0% 0.0% 176 0 0.0% Q4 2025 Jan 28, 2026
NewEdge Wealth, LLC History Reduced 5,794 550 0.01% 0.01% 177 -278 -4.58% Q4 2025 Feb 03, 2026
Graham Capital Management, L.P. History New 5,480 521 0.01% 178 +5,480 New Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 5,438 517 0.26% 179 +5,438 New Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History New 5,263 500 0.03% 180 +5,263 New Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 5,072 482 0.0% 0.0% 181 +316 6.64% Q4 2025 Feb 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 5,018 477 0.0% 0.0% 182 -57 -1.12% Q4 2025 Feb 12, 2026
Covestor Ltd History Reduced 4,865 462 0.24% 0.18% 183 -497 -9.27% Q4 2025 Feb 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 4,836 459 0.0% 0.0% 184 0 0.0% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History New 4,795 455 0.03% 185 +4,795 New Q4 2025 Jan 29, 2026
MACKENZIE FINANCIAL CORP History Added to 4,707 454 0.0% 0.0% 186 +42 0.9% Q4 2025 Feb 18, 2026
Quantum Private Wealth, LLC History No change 4,700 446 0.13% 0.09% 187 0 0.0% Q4 2025 Feb 06, 2026
Putney Financial Group LLC History Added to 4,475 425 0.4% 0.26% 188 +180 4.19% Q4 2025 Jan 23, 2026
AXQ CAPITAL, LP History New 4,377 416 0.09% 189 +4,377 New Q4 2025 Feb 10, 2026
JTC Employer Solutions Trustee Ltd History No change 4,300 409 0.03% 0.02% 190 0 0.0% Q4 2025 Feb 10, 2026
Robertson Stephens Wealth Management, LLC History New 4,272 406 0.01% 191 +4,272 New Q4 2025 Feb 02, 2026
Pictet Asset Management Holding SA History Added to 4,274 406 0.0% 0.0% 192 +658 18.2% Q4 2025 Jan 29, 2026
Virtu Financial LLC History New 4,201 399 0.02% 193 +4,201 New Q4 2025 Feb 23, 2026
KELLEHER FINANCIAL ADVISORS History New 4,091 388 0.09% 194 +4,091 New Q4 2025 Jan 20, 2026
Institute for Wealth Management, LLC. History Reduced 4,074 387 0.04% 0.03% 195 -37 -0.9% Q4 2025 Jan 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 4,013 381 0.0% 0.0% 196 -737 -15.52% Q4 2025 Feb 12, 2026
WEIK CAPITAL MANAGEMENT History No change 4,000 380 0.14% 0.09% 197 0 0.0% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,926 373 0.0% 0.0% 198 0 0.0% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 3,923 372 0.0% 0.0% 199 -4,332 -52.48% Q4 2025 Feb 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 3,836 364 0.0% 200 +3,836 New Q4 2025 Feb 12, 2026
WINTON GROUP Ltd History New 3,800 361 0.01% 201 +3,800 New Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Added to 3,763 357 0.0% 0.0% 202 +1,706 82.94% Q4 2025 Jan 30, 2026
ANB BANK History Added to 3,534 336 0.13% 0.09% 204 +4 0.11% Q4 2025 Feb 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 3,535 336 0.02% 0.02% 203 0 0.0% Q4 2025 Feb 02, 2026
HSBC HOLDINGS PLC History Reduced 3,495 335 0.0% 0.0% 205 -18,670 -84.23% Q4 2025 Mar 20, 2026
STIFEL FINANCIAL CORP History Reduced 3,346 318 0.0% 0.0% 206 -1,174 -25.97% Q4 2025 Feb 13, 2026
Ninepoint Partners LP History New 3,331 316 0.03% 207 +3,331 New Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History No change 3,034 289 0.0% 0.0% 208 0 0.0% Q4 2025 Feb 13, 2026
LEVIN CAPITAL STRATEGIES, L.P. History New 3,000 285 0.02% 209 +3,000 New Q4 2025 Jan 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,843 270 0.0% 0.0% 210 -236 -7.66% Q4 2025 Feb 06, 2026
Krilogy Financial LLC History New 2,797 267 0.01% 211 +2,797 New Q4 2025 Jan 27, 2026
State of Wyoming History New 2,676 254 0.03% 212 +2,676 New Q4 2025 Feb 11, 2026
BAILARD, INC. History New 2,628 249 0.01% 213 +2,628 New Q4 2025 Feb 04, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History New 2,628 249 0.04% 214 +2,628 New Q4 2025 Feb 05, 2026
Sierra Capital LLC History New 2,606 248 0.03% 215 +2,606 New Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History New 2,608 247 0.0% 216 +2,608 New Q4 2025 Feb 02, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 2,594 246 0.01% 217 +2,594 New Q4 2025 Feb 02, 2026
Tower Research Capital LLC (TRC) History Added to 2,556 243 0.01% 0.0% 218 +981 62.29% Q4 2025 Feb 17, 2026
Everstar Asset Management, LLC History New 2,500 237 0.13% 219 +2,500 New Q4 2025 Feb 05, 2026
Stratos Wealth Advisors, LLC History New 2,469 234 0.01% 221 +2,469 New Q4 2025 Jan 20, 2026
Per Stirling Capital Management, LLC. History Reduced 2,463 234 0.03% 0.03% 220 -1,823 -42.53% Q4 2025 Feb 17, 2026
Round Rock Advisors LLC History New 2,455 233 0.04% 222 +2,455 New Q4 2025 Jan 27, 2026
Sanctuary Advisors, LLC History New 2,442 232 0.0% 223 +2,442 New Q4 2025 Jan 29, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 2,411 229 0.0% 0.0% 224 -1,819 -43.0% Q4 2025 Jan 14, 2026
R Squared Ltd History New 2,392 227 0.11% 225 +2,392 New Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History No change 2,323 220 0.01% 0.0% 226 0 0.0% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,274 216 0.0% 0.0% 227 -55,043 -96.03% Q4 2025 Feb 10, 2026
XPONANCE LLC History New 2,226 211 0.0% 228 +2,226 New Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,099 199 0.0% 0.0% 229 -67 -3.09% Q4 2025 Jan 15, 2026
Kestra Advisory Services, LLC History New 2,047 194 0.0% 230 +2,047 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 1,798 170 0.0% 0.0% 231 +1,761 4759.46% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 1,702 161 0.0% 0.0% 232 -260 -13.25% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Reduced 1,603 152 0.0% 0.0% 233 -323 -16.77% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 1,426 135 0.0% 235 +1,426 New Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History Reduced 1,420 135 0.02% 0.01% 234 -24 -1.66% Q4 2025 Jan 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,350 128 0.0% 0.0% 236 +135 11.11% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 1,340 127 0.0% 0.0% 237 +40 3.08% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 1,225 116 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 12, 2026
Caitong International Asset Management Co., Ltd History Added to 1,140 108 0.03% 0.01% 239 +846 287.76% Q4 2025 Mar 03, 2026
NewEdge Advisors, LLC History Added to 1,002 95 0.0% 0.0% 240 +75 8.09% Q4 2025 Feb 18, 2026
NBT BANK N A /NY History No change 910 86 0.01% 0.0% 241 0 0.0% Q4 2025 Jan 23, 2026
ORG Partners LLC History Added to 895 85 0.01% 0.01% 242 +234 35.4% Q4 2025 Jan 14, 2026
AMALGAMATED BANK History Reduced 874 83 0.0% 0.0% 243 -33 -3.64% Q4 2025 Feb 05, 2026
GAMMA Investing LLC History Added to 848 80 0.0% 0.0% 244 +77 9.99% Q4 2025 Jan 05, 2026
CWM, LLC History Added to 797 76 0.0% 0.0% 245 +48 6.41% Q4 2025 Jan 26, 2026
Larson Financial Group LLC History New 713 67 0.0% 246 +713 New Q4 2025 Feb 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 951 64 0.0% 247 +951 New Q4 2025 Feb 11, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 668 63 0.0% 0.0% 248 -1,217 -64.56% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 639 60 0.0% 0.0% 249 +36 5.97% Q4 2025 Jan 23, 2026
Rockefeller Capital Management L.P. History Added to 608 57 0.0% 0.0% 250 +100 19.69% Q4 2025 Mar 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 550 52 0.0% 251 +550 New Q4 2025 Jan 21, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 500 47 0.01% 252 +500 New Q4 2025 Feb 09, 2026
Arax Advisory Partners History Reduced 485 46 0.0% 0.0% 254 -304 -38.53% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 505 46 0.0% 0.0% 253 0 0.0% Q4 2025 Jan 26, 2026
Pinnacle Holdings, LLC History Reduced 477 45 0.02% 0.02% 255 -412 -46.34% Q4 2025 Feb 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 428 40 0.0% 256 +428 New Q4 2025 Feb 12, 2026
Quarry LP History Reduced 384 36 0.01% 0.01% 257 -593 -60.7% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 347 33 0.0% 0.0% 258 +117 50.87% Q4 2025 Feb 13, 2026
BOKF, NA History No change 346 32 0.0% 0.0% 259 0 0.0% Q4 2025 Feb 03, 2026
Optiver Holding B.V. History Added to 210 19 0.0% 0.0% 260 +14 7.14% Q4 2025 Feb 17, 2026
Matrix Trust Co History New 151 14 0.0% 261 +151 New Q4 2025 Jan 13, 2026
REDMONT WEALTH ADVISORS LLC History Reduced 141 13 0.02% 0.01% 262 -32 -18.5% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Added to 124 11 0.0% 0.0% 264 +8 6.9% Q4 2025 Feb 11, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 125 11 0.0% 0.0% 263 0 0.0% Q4 2025 Jan 23, 2026
Elequin Capital, LP History New 114 10 0.0% 267 +114 New Q4 2025 Feb 17, 2026
Triumph Capital Management History New 110 10 0.0% 266 +110 New Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 187 10 0.0% 0.0% 265 +27 16.88% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 103 9 0.0% 269 +103 New Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History New 100 9 0.0% 268 +100 New Q4 2025 Feb 12, 2026
DV Trading LLC History New 100 9 0.0% 270 +100 New Q4 2025 Feb 17, 2026
American Capital Advisory, LLC History No change 102 9 0.0% 0.0% 271 0 0.0% Q4 2025 Jan 30, 2026
MassMutual Private Wealth & Trust, FSB History No change 86 8 0.0% 0.0% 272 0 0.0% Q4 2025 Jan 07, 2026
HM PAYSON & CO History New 75 7 0.0% 273 +75 New Q4 2025 Feb 12, 2026
Bayforest Capital Ltd History New 75 7 0.01% 277 +75 New Q4 2025 Jan 27, 2026
Aster Capital Management (DIFC) Ltd History Reduced 78 7 0.0% 0.0% 276 -56 -41.79% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 78 7 0.0% 0.0% 274 +10 14.71% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Reduced 75 7 0.0% 0.0% 275 -9 -10.71% Q4 2025 Feb 03, 2026
Lodestone Wealth Management LLC History New 70 6 0.0% 278 +70 New Q4 2025 Jan 15, 2026
TD Waterhouse Canada Inc. History No change 60 5 0.0% 0.0% 279 0 0.0% Q4 2025 Jan 27, 2026
Spire Wealth Management History New 34 3 0.0% 280 +34 New Q4 2025 Jan 14, 2026
Torren Management, LLC History New 25 2 0.0% 285 +25 New Q4 2025 Jan 30, 2026
Smartleaf Asset Management LLC History Added to 23 2 0.0% 283 +9 64.29% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 22 2 0.0% 0.0% 281 0 0.0% Q4 2025 Jan 14, 2026
True Wealth Design, LLC History No change 31 2 0.0% 0.0% 282 0 0.0% Q4 2025 Jan 08, 2026
Kilter Group LLC History No change 26 2 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History New 21 1 0.0% 288 +21 New Q4 2025 Feb 09, 2026
Rachor Investment Advisory Services, LLC History New 20 1 0.0% 296 +20 New Q4 2025 Jan 30, 2026
Bare Financial Services, Inc History Reduced 15 1 0.0% 0.0% 297 -15 -50.0% Q4 2025 Feb 06, 2026
Glass Jacobson Investment Advisors llc History Reduced 13 1 0.0% 0.0% 295 -13 -50.0% Q4 2025 Jan 22, 2026
ASSETMARK, INC History Reduced 17 1 0.0% 0.0% 290 -9 -34.62% Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History Added to 13 1 0.0% 287 +4 44.44% Q4 2025 Feb 10, 2026
COMERICA BANK History Reduced 14 1 0.0% 0.0% 289 -3 -17.65% Q4 2025 Jan 29, 2026
HUNTINGTON NATIONAL BANK History No change 15 1 0.0% 286 0 0.0% Q4 2025 Feb 09, 2026
Anchor Investment Management, LLC History No change 14 1 0.0% 291 0 0.0% Q4 2025 Feb 26, 2026
Steigerwald, Gordon & Koch Inc. History No change 17 1 0.0% 0.0% 292 0 0.0% Q4 2025 Jan 23, 2026
Princeton Global Asset Management LLC History No change 16 1 0.0% 293 0 0.0% Q4 2025 Jan 20, 2026
Bell Investment Advisors, Inc History No change 11 1 0.0% 294 0 0.0% Q4 2025 Feb 24, 2026
Sachetta, LLC History No change 14 1 0.0% 298 0 0.0% Q4 2025 Feb 02, 2026
Private Wealth Management Group, LLC History No change 16 1 0.0% 299 0 0.0% Q4 2025 Jan 23, 2026
Hughes Financial Services, LLC History No change 18 1 0.0% 0.0% 300 0 0.0% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.06% -779,777 -100.0% Q3 2025 Nov 14, 2025
J. Goldman & Co LP History Closed out 0 0 0.93% -592,831 -100.0% Q3 2025 Nov 14, 2025
Woodline Partners LP History Closed out 0 0 0.1% -330,048 -100.0% Q3 2025 Nov 14, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.02% -223,464 -100.0% Q3 2025 Nov 14, 2025
MUFG Securities EMEA plc History Closed out 0 0 0.25% -159,600 -100.0% Q3 2025 Nov 14, 2025
K2 PRINCIPAL FUND, L.P. History Closed out 0 0 0.58% -114,700 -100.0% Q3 2025 Nov 13, 2025
Militia Capital Partners, LP History Closed out 0 0 0.21% -75,000 -100.0% Q3 2025 Feb 17, 2026
Bridgewater Associates, LP History Closed out 0 0 0.02% -69,359 -100.0% Q3 2025 Nov 13, 2025
CSS LLC/IL History Closed out 0 0 0.09% -32,500 -100.0% Q3 2025 Nov 13, 2025
Quadrature Capital Ltd History Closed out 0 0 0.02% -25,653 -100.0% Q3 2025 Nov 13, 2025
Caption Management, LLC History Closed out 0 0 0.01% -20,800 -100.0% Q3 2025 Nov 14, 2025
Ancora Advisors LLC History Closed out 0 0 0.02% -13,680 -100.0% Q3 2025 Nov 14, 2025
Atom Investors LP History Closed out 0 0 0.06% -12,794 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.02% -12,444 -100.0% Q3 2025 Oct 31, 2025
Garden State Investment Advisory Services LLC History Closed out 0 0 0.15% -10,858 -100.0% Q3 2025 Nov 14, 2025
NKCFO LLC History Closed out 0 0 0.15% -8,000 -100.0% Q3 2025 Nov 10, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.07% -7,673 -100.0% Q3 2025 Nov 14, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -4,329 -100.0% Q3 2025 Oct 22, 2025
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -4,130 -100.0% Q3 2025 Nov 13, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.12% -4,040 -100.0% Q3 2025 Nov 14, 2025
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 0.0% -3,850 -100.0% Q3 2025 Nov 04, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -3,675 -100.0% Q3 2025 Nov 13, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -3,413 -100.0% Q3 2025 Oct 30, 2025
WEXFORD CAPITAL LP History Closed out 0 0 0.01% -1,249 -100.0% Q3 2025 Nov 14, 2025
CHESAPEAKE ASSET MANAGEMENT LLC History Closed out 0 0 0.07% -1,200 -100.0% Q3 2025 Oct 17, 2025
Byrne Asset Management LLC History Closed out 0 0 0.05% -652 -100.0% Q3 2025 Oct 22, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -184 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -63 -100.0% Q3 2025 Nov 03, 2025
BESSEMER GROUP INC History Closed out 0 0 0.0% -34 -100.0% Q3 2025 Nov 05, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -14 -100.0% Q3 2025 Nov 12, 2025
SHP Wealth Management History New 10 0 +10 New Q4 2025 Mar 04, 2026
Parkside Financial Bank & Trust History New 9 0 +9 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History New 6 0 +6 New Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 5 0 +5 New Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History New 3 0 +3 New Q4 2025 Jan 29, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 16, 2025
Clearstead Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 09, 2026
Vermillion Wealth Management, Inc. History No change 10 0 0 0.0% Q4 2025 Feb 11, 2026
HighMark Wealth Management LLC History No change 9 0 0 0.0% Q4 2025 Feb 05, 2026
Bradley & Co. Private Wealth Management, LLC History No change 6 0 0 0.0% Q4 2025 Feb 11, 2026
Newbridge Financial Services Group, Inc. History No change 4 0 0 0.0% Q4 2025 Jan 21, 2026
SJS Investment Consulting Inc. History No change 3 0 0 0.0% Q4 2025 Jan 21, 2026
Root Financial Partners, LLC History No change 1 0 0 0.0% Q4 2025 Feb 10, 2026
DiNuzzo Private Wealth, Inc. History No change 7 0 0 0.0% Q4 2025 Jan 16, 2026
WPG Advisers, LLC History No change 6 0 0 0.0% Q4 2025 Jan 28, 2026