1ST SOURCE CORP - SRCE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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
1ST SOURCE BANK History Reduced 5,169,264 323,027 16.94% 16.84% 1 -21,294 -0.41% Q4 2025 Feb 05, 2026
BlackRock, Inc. History Added to 1,994,079 124,610 0.0% 0.0% 2 +20,793 1.05% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,464,026 91,487 0.02% 0.02% 3 -9,435 -0.64% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 1,316,642 82,276 0.0% 0.0% 4 +122,146 10.23% Q4 2025 Jan 29, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 690,590 43,154 0.01% 0.01% 5 +8,614 1.26% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 584,640 36,534 0.0% 0.0% 6 -8,776 -1.48% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 498,781 31,172 0.0% 0.0% 7 +14,643 3.02% Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 467,843 29,235 0.01% 0.01% 8 -8,341 -1.75% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 395,343 24,704 0.01% 0.01% 9 +56,005 16.5% Q4 2025 Feb 13, 2026
Boston Trust Walden Corp History Reduced 372,082 23,251 0.18% 0.18% 10 -22,654 -5.74% Q4 2025 Jan 28, 2026
JANUS HENDERSON GROUP PLC History Added to 335,174 20,965 0.01% 0.01% 11 +110,711 49.32% Q4 2025 Feb 17, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 318,733 19,917 0.42% 0.36% 12 +52,787 19.85% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 247,827 15,486 0.01% 13 +247,827 New Q4 2025 Feb 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 221,321 13,830 0.29% 0.28% 14 +4,692 2.17% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 175,887 10,991 0.0% 0.0% 15 -14,599 -7.66% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 168,703 10,542 0.0% 0.0% 16 +58,135 52.58% Q4 2025 Mar 25, 2026
Qube Research & Technologies Ltd History Reduced 161,490 10,091 0.01% 0.01% 17 -5,702 -3.41% Q4 2025 Feb 17, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 154,289 9,641 0.03% 0.03% 18 +2,960 1.96% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 149,127 9,318 0.01% 0.01% 19 -26,517 -15.1% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 122,650 7,664 0.0% 0.0% 20 -120,980 -49.66% Q4 2025 Jan 29, 2026
DENALI ADVISORS LLC History Added to 120,600 7,536 0.84% 0.76% 21 +11,200 10.24% Q4 2025 Feb 03, 2026
FMR LLC History Added to 118,223 7,387 0.0% 0.0% 22 +10,570 9.82% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 111,372 6,959 0.0% 0.0% 23 -891 -0.79% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 106,702 6,667 0.0% 0.0% 24 -16,180 -13.17% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 105,305 6,580 0.0% 0.0% 25 +20,416 24.05% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 89,536 5,595 0.0% 0.0% 26 +20,597 29.88% Q4 2025 Feb 17, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 84,700 5,292 0.19% 0.19% 27 +2,000 2.42% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 83,112 5,193 0.0% 0.0% 28 +4,686 5.98% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 75,962 4,746 0.0% 0.0% 29 +36,760 93.77% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 70,235 4,385 0.01% 0.01% 30 -4,588 -6.13% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 68,089 4,254 0.0% 0.01% 31 -131,559 -65.9% Q4 2025 Feb 17, 2026
ISTHMUS PARTNERS, LLC History Added to 58,456 3,652 0.41% 0.0% 32 +139 0.24% Q4 2025 Feb 05, 2026
BANK OF AMERICA CORP /DE/ History Reduced 55,683 3,479 0.0% 0.0% 33 -16,076 -22.4% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 51,594 3,224 0.0% 0.0% 34 0 0.0% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 50,891 3,180 0.0% 0.0% 35 +3,903 8.31% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 50,498 3,155 0.0% 0.0% 36 +9,097 21.97% Q4 2025 Feb 13, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Added to 48,036 3,001 0.43% 0.36% 37 +6,821 16.55% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 47,902 2,993 0.0% 0.01% 38 -31,664 -39.8% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 44,415 2,775 0.0% 0.0% 39 -24,005 -35.08% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 38,496 2,405 0.0% 0.0% 40 -2,707 -6.57% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 38,299 2,393 0.0% 0.0% 41 +2,100 5.8% Q4 2025 Feb 12, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 37,532 2,345 0.06% 0.07% 42 -5,191 -12.15% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 36,289 2,267 0.0% 0.0% 43 +600 1.68% Q4 2025 Feb 12, 2026
Dean Capital Management History Reduced 32,670 2,041 0.87% 0.82% 44 -1,353 -3.98% Q4 2025 Feb 20, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 32,423 2,026 0.0% 0.0% 45 -436 -1.33% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Added to 32,114 2,011 0.0% 0.0% 46 +5,165 19.17% Q4 2025 Mar 20, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 30,509 1,907 0.0% 0.0% 47 +981 3.32% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 28,312 1,769 0.0% 0.0% 48 -3,419 -10.77% Q4 2025 Feb 19, 2026
Values First Advisors, Inc. History Reduced 28,002 1,749 0.91% 0.96% 49 -1,098 -3.77% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 27,372 1,711 0.0% 50 +27,372 New Q4 2025 Feb 17, 2026
Linden Thomas Advisory Services, LLC History Reduced 27,352 1,709 0.17% 0.17% 51 -380 -1.37% Q4 2025 Jan 16, 2026
Indiana Trust & Investment Management Co History Reduced 27,159 1,697 0.5% 0.64% 52 -7,063 -20.64% Q4 2025 Jan 21, 2026
Y-Intercept (Hong Kong) Ltd History New 26,281 1,642 0.04% 53 +26,281 New Q4 2025 Feb 13, 2026
Jackson Creek Investment Advisors LLC History Reduced 25,893 1,618 0.48% 0.48% 54 -1,239 -4.57% Q4 2025 Feb 09, 2026
Rosenthal {-} Henry Capital Advisors, Inc. History No change 25,000 1,562 1.45% 1.48% 55 0 0.0% Q4 2025 Jan 28, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 23,875 1,491 0.0% 0.0% 56 +23 0.1% Q4 2025 Feb 10, 2026
Kelman-Lazarov, Inc. History Reduced 23,406 1,462 0.21% 0.21% 57 -13 -0.06% Q4 2025 Jan 26, 2026
Cerity Partners LLC History Added to 19,413 1,213 0.0% 0.0% 58 +1,788 10.14% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 18,091 1,130 0.0% 0.0% 59 -136 -0.75% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 17,723 1,107 0.0% 0.0% 60 +848 5.03% Q4 2025 Feb 11, 2026
CM Management, LLC History New 17,500 1,093 0.92% 61 +17,500 New Q4 2025 Feb 02, 2026
Legato Capital Management LLC History Reduced 17,240 1,077 0.09% 0.14% 62 -4,056 -19.05% Q4 2025 Feb 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 17,056 1,065 0.0% 0.0% 63 -52 -0.3% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 16,832 1,051 0.0% 0.0% 64 +782 4.87% Q4 2025 Jan 28, 2026
Russell Investments Group, Ltd. History Added to 16,687 1,042 0.0% 0.0% 65 +206 1.25% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 16,642 1,039 0.0% 0.0% 66 -4,319 -20.6% Q4 2025 Feb 09, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 16,568 1,035 0.0% 0.0% 67 -596 -3.47% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Reduced 15,592 974 0.04% 0.05% 68 -820 -5.0% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 15,315 957 0.0% 0.0% 69 -33,897 -68.88% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 15,251 953 0.0% 0.0% 70 +11,597 317.38% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 13,800 862 0.0% 71 +13,800 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 13,710 856 0.0% 0.0% 72 -1,019 -6.92% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 13,186 823 0.0% 0.0% 73 +1,735 15.15% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 13,164 822 0.0% 0.0% 74 -8,308 -38.69% Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History New 13,101 818 0.02% 75 +13,101 New Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Added to 13,013 813 0.02% 0.01% 76 +6,449 98.25% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History No change 12,500 781 0.0% 0.0% 77 0 0.0% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 11,930 745 0.0% 0.0% 78 -27,937 -70.08% Q4 2025 Feb 12, 2026
Man Group plc History Added to 11,933 745 0.0% 0.0% 79 +413 3.59% Q4 2025 Feb 17, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 11,554 722 0.19% 0.2% 80 0 0.0% Q4 2025 Feb 11, 2026
Ellsworth Advisors, LLC History Added to 10,846 709 0.14% 0.13% 81 +630 6.17% Q4 2025 Jan 16, 2026
Midwest Trust Co History Reduced 11,287 705 0.01% 0.01% 82 -1,060 -8.59% Q4 2025 Feb 04, 2026
SG Americas Securities, LLC History Reduced 11,124 695 0.0% 0.0% 83 -3,369 -23.25% Q4 2025 Jan 09, 2026
Creative Planning History Added to 11,115 694 0.0% 0.0% 84 +3,945 55.02% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Reduced 10,701 668 0.0% 0.0% 85 -4,430 -29.28% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 10,584 661 0.0% 0.0% 86 +2,284 27.52% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 10,316 644 0.0% 0.0% 87 -712 -6.46% Q4 2025 Feb 12, 2026
Jump Financial, LLC History Reduced 10,170 635 0.01% 0.01% 88 -566 -5.27% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 9,378 586 0.0% 0.0% 89 -713 -7.07% Q4 2025 Feb 10, 2026
ZACKS INVESTMENT MANAGEMENT History New 9,213 575 0.0% 90 +9,213 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 8,853 553 0.0% 0.0% 91 +1,211 15.85% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History Added to 8,643 540 0.0% 0.0% 92 +6,053 233.71% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 8,607 537 0.0% 0.0% 93 +7 0.08% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 8,554 534 0.01% 0.01% 94 -600 -6.55% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 7,960 497 0.0% 0.0% 95 +2,667 50.39% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 7,696 480 0.0% 0.0% 96 -13 -0.17% Q4 2025 Feb 13, 2026
Inspire Investing, LLC History Added to 7,446 465 0.04% 0.04% 97 +26 0.35% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 7,417 463 0.01% 0.01% 98 -215 -2.82% Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History Added to 7,275 454 0.0% 0.0% 99 +80 1.11% Q4 2025 Feb 12, 2026
EntryPoint Capital, LLC History No change 7,214 450 0.18% 0.17% 100 0 0.0% Q4 2025 Feb 12, 2026
GSA CAPITAL PARTNERS LLP History New 7,125 445 0.04% 101 +7,125 New Q4 2025 Feb 06, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 7,025 438 0.0% 0.0% 102 -1,752 -19.96% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Reduced 6,977 435 0.0% 0.0% 103 -3,274 -31.94% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 6,823 426 0.0% 0.0% 104 +607 9.77% Q4 2025 Jan 15, 2026
Quantinno Capital Management LP History Added to 6,565 410 0.0% 0.0% 105 +2,127 47.93% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 6,280 392 0.0% 0.0% 106 +1,352 27.44% Q4 2025 Jan 26, 2026
FIFTH THIRD BANCORP History Reduced 6,258 391 0.0% 0.0% 107 -82 -1.29% Q4 2025 Feb 02, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,244 390 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 12, 2026
Mariner, LLC History New 5,780 361 0.0% 109 +5,780 New Q4 2025 Feb 13, 2026
AlphaQuest LLC History Reduced 5,784 361 0.02% 0.04% 110 -3,201 -35.63% Q4 2025 Feb 09, 2026
Granite Investment Partners, LLC History Reduced 5,392 336 0.02% 0.11% 111 -26,257 -82.96% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History No change 5,349 334 0.02% 0.02% 112 0 0.0% Q4 2025 Jan 30, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 5,311 331 0.04% 0.05% 113 +6 0.11% Q4 2025 Jan 21, 2026
D. E. Shaw & Co., Inc. History Reduced 5,173 323 0.0% 0.0% 114 -7,859 -60.31% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 5,123 320 0.0% 0.0% 115 -316 -5.81% Q4 2025 Jan 28, 2026
Pathstone Holdings, LLC History New 5,100 318 0.0% 116 +5,100 New Q4 2025 Feb 13, 2026
&PARTNERS History New 4,956 309 0.0% 117 +4,956 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 4,649 295 0.0% 118 +4,649 New Q4 2025 Jan 08, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 4,708 294 0.01% 0.01% 119 -381 -7.49% Q4 2025 Jan 14, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 4,659 291 0.0% 0.0% 120 -607 -11.53% Q4 2025 Feb 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 4,612 288 0.0% 121 +4,612 New Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,407 275 0.0% 0.0% 122 +138 3.23% Q4 2025 Feb 18, 2026
MARSHALL WACE, LLP History Reduced 4,297 268 0.0% 0.0% 123 -19,727 -82.11% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 4,162 260 0.0% 0.0% 124 -68 -1.61% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 3,991 249 0.01% 0.01% 125 -22 -0.55% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Reduced 3,900 243 0.0% 0.0% 126 -500 -11.36% Q4 2025 Jan 28, 2026
Curi Capital, LLC History Added to 3,753 234 0.0% 0.0% 127 +453 13.73% Q4 2025 Feb 17, 2026
Harbour Trust & Investment Management Co History No change 3,758 234 0.02% 0.02% 128 0 0.0% Q4 2025 Jan 28, 2026
TRUIST FINANCIAL CORP History Reduced 3,723 232 0.0% 0.0% 129 -947 -20.28% Q4 2025 Feb 02, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 3,652 228 0.01% 0.01% 130 -1,428 -28.11% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 3,477 217 0.0% 0.0% 131 -29,464 -89.44% Q4 2025 Feb 17, 2026
AMI INVESTMENT MANAGEMENT INC History No change 3,440 214 0.05% 0.05% 132 0 0.0% Q4 2025 Jan 14, 2026
ProShare Advisors LLC History New 3,384 211 0.0% 133 +3,384 New Q4 2025 Feb 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 3,381 211 0.0% 0.0% 134 0 0.0% Q4 2025 Jan 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 3,241 202 0.0% 135 +3,241 New Q4 2025 Feb 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,550 159 0.0% 0.0% 136 0 0.0% Q4 2025 Jan 22, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 2,155 128 0.0% 137 +2,155 New Q4 2025 Feb 11, 2026
CANADA LIFE ASSURANCE Co History No change 1,850 116 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 13, 2026
Aquatic Capital Management LLC History Reduced 1,764 110 0.0% 0.0% 139 -704 -28.53% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 1,675 105 0.0% 0.0% 140 0 0.0% Q4 2025 Jan 30, 2026
Quantbot Technologies LP History Reduced 1,547 96 0.0% 0.01% 142 -5,425 -77.81% Q4 2025 Feb 10, 2026
Ameritas Investment Partners, Inc. History No change 1,546 96 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 11, 2026
Arax Advisory Partners History Reduced 1,393 87 0.0% 0.0% 144 -1,935 -58.14% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,393 87 0.0% 0.0% 143 +3 0.22% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History No change 1,217 76 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,132 70 0.0% 0.0% 146 +100 9.69% Q4 2025 Feb 17, 2026
CX Institutional History Added to 1,014 63 0.0% 0.0% 147 +7 0.7% Q4 2025 Feb 02, 2026
State of Alaska, Department of Revenue History No change 982 61 0.0% 0.0% 148 0 0.0% Q4 2025 Jan 23, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 847 52 0.0% 0.0% 149 0 0.0% Q4 2025 Feb 17, 2026
Rossby Financial, LCC History New 806 50 0.02% 150 +806 New Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 625 39 0.0% 0.0% 151 0 0.0% Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History New 578 36 0.0% 153 +578 New Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 582 36 0.0% 0.0% 152 -53 -8.35% Q4 2025 Feb 05, 2026
EverSource Wealth Advisors, LLC History Added to 565 35 0.0% 0.0% 154 +96 20.47% Q4 2025 Feb 06, 2026
Frazier Financial Advisors, LLC History No change 494 30 0.02% 0.02% 155 0 0.0% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History No change 409 25 0.0% 0.0% 156 0 0.0% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 323 20 0.0% 0.0% 157 -1,143 -77.97% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 277 17 0.0% 0.0% 158 +30 12.15% Q4 2025 Jan 30, 2026
GAMMA Investing LLC History Reduced 282 17 0.0% 0.0% 159 -10 -3.42% Q4 2025 Jan 05, 2026
OSAIC HOLDINGS, INC. History Added to 256 15 0.0% 0.0% 161 +7 2.81% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 248 15 0.0% 0.0% 160 0 0.0% Q4 2025 Jan 26, 2026
CIBC Private Wealth Group LLC History No change 235 14 0.0% 0.0% 162 0 0.0% Q4 2025 Feb 12, 2026
Addison Advisors LLC History No change 220 13 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Added to 189 11 0.0% 165 +184 3680.0% Q4 2025 Mar 16, 2026
Versant Capital Management, Inc History Added to 178 11 0.0% 0.0% 164 +56 45.9% Q4 2025 Jan 08, 2026
Quarry LP History Reduced 149 9 0.0% 0.01% 166 -497 -76.93% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 144 8 0.0% 0.0% 167 +1 0.7% Q4 2025 Feb 11, 2026
Covestor Ltd History Reduced 131 8 0.0% 0.0% 168 -1 -0.76% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Added to 120 7 0.0% 0.0% 169 +30 33.33% Q4 2025 Jan 20, 2026
SBI Securities Co., Ltd. History No change 119 7 0.0% 0.0% 170 0 0.0% Q4 2025 Feb 03, 2026
Farther Finance Advisors, LLC History Added to 108 6 0.0% 0.0% 171 +83 332.0% Q4 2025 Jan 23, 2026
Eurizon Capital SGR S.p.A. History New 76 4 0.0% 173 +76 New Q4 2025 Feb 10, 2026
Concord Wealth Partners History No change 79 4 0.0% 0.0% 172 0 0.0% Q4 2025 Jan 29, 2026
Aster Capital Management (DIFC) Ltd History New 49 3 0.0% 175 +49 New Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 55 3 0.0% 0.0% 174 +2 3.77% Q4 2025 Jan 29, 2026
Allworth Financial LP History New 44 2 0.0% 177 +44 New Q4 2025 Feb 05, 2026
Ares Financial Consulting, LLC History New 32 2 0.0% 179 +32 New Q4 2025 Jan 30, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 39 2 0.0% 0.0% 176 -4 -9.3% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 36 2 0.0% 0.0% 178 +2 5.88% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Reduced 28 1 0.0% 0.0% 184 -90 -76.27% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 19 1 0.0% 0.0% 182 -80 -80.81% Q4 2025 Feb 11, 2026
Cornerstone Financial Management LLC History New 25 1 0.0% 186 +25 New Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 24 1 0.0% 0.0% 185 +1 4.35% Q4 2025 Jan 08, 2026
NISA INVESTMENT ADVISORS, LLC History No change 18 1 0.0% 0.0% 180 0 0.0% Q4 2025 Jan 15, 2026
Parkside Financial Bank & Trust History No change 30 1 0.0% 0.0% 181 0 0.0% Q4 2025 Feb 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 19 1 0.0% 0.0% 183 0 0.0% Q4 2025 Feb 11, 2026
Empowered Funds, LLC History Closed out 0 0 0.06% -90,229 -100.0% Q3 2025 Nov 13, 2025
VELA Investment Management, LLC History Closed out 0 0 0.5% -33,308 -100.0% Q3 2025 Oct 30, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -23,050 -100.0% Q3 2025 Nov 14, 2025
Valeo Financial Advisors, LLC History Closed out 0 0 0.02% -12,205 -100.0% Q3 2025 Nov 03, 2025
Trexquant Investment LP History Closed out 0 0 0.01% -11,583 -100.0% Q3 2025 Nov 14, 2025
Numerai GP LLC History Closed out 0 0 0.1% -10,974 -100.0% Q3 2025 Nov 14, 2025
Semanteon Capital Management, LP History Closed out 0 0 0.71% -9,257 -100.0% Q3 2025 Nov 10, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -9,114 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -8,689 -100.0% Q3 2025 Nov 14, 2025
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -8,476 -100.0% Q3 2025 Nov 14, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.08% -7,582 -100.0% Q3 2025 Nov 13, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -6,111 -100.0% Q3 2025 Nov 14, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.04% -5,484 -100.0% Q3 2025 Nov 14, 2025
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.04% -3,900 -100.0% Q3 2025 Nov 12, 2025
PharVision Advisers, LLC History Closed out 0 0 0.13% -3,679 -100.0% Q3 2025 Nov 17, 2025
Financial Life Planners History Closed out 0 0 0.12% -2,818 -100.0% Q3 2025 Nov 13, 2025
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -1,138 -100.0% Q3 2025 Oct 24, 2025
Clearstead Advisors, LLC History Reduced 3 0 0.0% -78 -96.3% Q4 2025 Feb 09, 2026
MAI Capital Management History New 13 0 +13 New Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 10 0 +10 New Q4 2025 Feb 17, 2026
Bare Financial Services, Inc History New 8 0 +8 New Q4 2025 Feb 06, 2026
SJS Investment Consulting Inc. History New 1 0 +1 New Q4 2025 Jan 21, 2026
Caitong International Asset Management Co., Ltd History Added to 4 0 +1 33.33% Q4 2025 Mar 03, 2026
FEDERATED HERMES, INC. History No change 12 0 0 0.0% Q4 2025 Feb 12, 2026
MassMutual Private Wealth & Trust, FSB History No change 11 0 0 0.0% Q4 2025 Jan 07, 2026
TD Waterhouse Canada Inc. History No change 1 0 0 0.0% Q4 2025 Jan 27, 2026
Bruce G. Allen Investments, LLC History No change 5 0 0 0.0% Q4 2025 Feb 10, 2026