TRICO BANCSHARES / - TCBK

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 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
FMR LLC History Reduced 2,922,782 138,452 0.01% 0.01% 1 -4,236 -0.14% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 2,414,158 114,358 0.0% 0.0% 2 +22,557 0.94% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 1,922,988 91,091 0.0% 0.0% 3 +38,311 2.03% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,685,165 79,825 0.02% 0.02% 4 +2,117 0.13% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 1,637,248 77,556 0.02% 0.02% 5 -77,739 -4.53% Q4 2025 Feb 11, 2026
Davis Asset Management, L.P. History No change 1,046,900 49,591 1.78% 1.66% 6 0 0.0% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 896,417 42,463 0.0% 0.0% 7 -3,969 -0.44% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 777,826 36,850 0.0% 0.0% 8 +6,793 0.88% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 672,905 31,875 0.0% 0.0% 9 +43,417 6.9% Q4 2025 Mar 25, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 610,522 28,920 0.01% 0.01% 10 -117,147 -16.1% Q4 2025 Feb 17, 2026
North Reef Capital Management LP History New 485,423 22,994 0.93% 11 +485,423 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 457,989 21,694 0.01% 0.01% 12 -8,063 -1.73% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 435,674 20,637 0.02% 13 +435,674 New Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 361,865 17,141 0.0% 0.0% 14 +21,592 6.35% Q4 2025 Feb 13, 2026
Bolthouse Investments, LLC History No change 353,718 16,755 14.89% 14.24% 15 0 0.0% Q4 2025 Jan 27, 2026
Curi Capital, LLC History Reduced 349,658 16,563 0.29% 0.29% 16 -9,884 -2.75% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 336,674 15,948 0.0% 0.0% 17 -27,103 -7.45% Q4 2025 Feb 17, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 291,483 13,807 0.04% 0.04% 18 +2,000 0.69% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 287,776 13,631 0.0% 0.0% 19 -73,659 -20.38% Q4 2025 Feb 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 263,543 12,423 0.01% 20 +263,543 New Q4 2025 Feb 13, 2026
HEARTLAND ADVISORS INC History No change 250,000 11,842 0.64% 0.59% 21 0 0.0% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 181,543 8,599 0.01% 0.01% 22 -30,900 -14.55% Q4 2025 Feb 12, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 173,731 8,229 0.14% 0.13% 23 -864 -0.49% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 162,047 7,676 0.01% 0.01% 24 +5,055 3.22% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Reduced 155,230 7,353 0.0% 0.0% 25 -11,809 -7.07% Q4 2025 Feb 10, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 137,981 6,536 0.26% 0.25% 26 0 0.0% Q4 2025 Feb 13, 2026
SWEENEY & MICHEL, LLC History Reduced 125,735 6,367 1.88% 1.78% 27 -1,307 -1.03% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Reduced 129,364 6,127 0.01% 0.01% 28 -13,615 -9.52% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 127,820 6,054 0.0% 0.0% 29 +24,794 24.07% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 118,235 5,600 0.0% 0.0% 30 -18,308 -13.41% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 117,761 5,578 0.06% 0.06% 31 -5,691 -4.61% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 117,019 5,543 0.02% 32 +117,019 New Q4 2025 Feb 05, 2026
FJ Capital Management LLC History New 92,492 4,381 0.48% 33 +92,492 New Q4 2025 Feb 13, 2026
UBS Group AG History Added to 92,320 4,373 0.0% 0.0% 34 +11,392 14.08% Q4 2025 Jan 29, 2026
DEPRINCE RACE & ZOLLO INC History Added to 87,111 4,126 0.08% 0.07% 35 +11,480 15.18% Q4 2025 Jan 23, 2026
TWO SIGMA INVESTMENTS, LP History Added to 84,207 3,988 0.01% 0.01% 36 +2,423 2.96% Q4 2025 Feb 17, 2026
Creative Planning History Added to 77,192 3,656 0.0% 0.0% 37 +10,592 15.9% Q4 2025 Feb 17, 2026
Jain Global LLC History New 76,273 3,613 0.02% 38 +76,273 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 74,554 3,531 0.0% 0.0% 39 +58,881 375.68% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 71,769 3,399 0.0% 0.0% 40 +4,603 6.85% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 67,527 3,198 0.0% 0.0% 41 +32,608 93.38% Q4 2025 Feb 17, 2026
JACOBS ASSET MANAGEMENT, LLC History Added to 67,500 3,197 1.78% 1.34% 42 +12,500 22.73% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 65,714 3,112 0.0% 0.0% 43 -2,472 -3.63% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 62,242 2,948 0.0% 0.0% 44 +13,932 28.84% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 61,266 2,902 0.0% 0.0% 45 -10,316 -14.41% Q4 2025 Feb 13, 2026
Swiss National Bank History No change 60,500 2,865 0.0% 0.0% 46 0 0.0% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 58,264 2,759 0.0% 0.0% 47 +28,234 94.02% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 57,390 2,718 0.0% 0.0% 48 +87 0.15% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 52,961 2,508 0.0% 0.0% 49 +4,655 9.64% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 51,860 2,456 0.0% 0.0% 50 +7,965 18.15% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 45,290 2,145 0.0% 0.0% 51 -7,981 -14.98% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 45,159 2,139 0.0% 0.0% 52 +1,387 3.17% Q4 2025 Feb 13, 2026
Chico Wealth RIA History No change 43,654 2,067 1.35% 1.32% 53 0 0.0% Q4 2025 Feb 10, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 39,628 1,877 0.0% 0.01% 54 -4,183 -9.55% Q4 2025 Feb 10, 2026
Invesco Ltd. History Reduced 38,737 1,834 0.0% 0.0% 55 -7,936 -17.0% Q4 2025 Feb 19, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 38,100 1,804 0.04% 0.04% 56 -4,200 -9.93% Q4 2025 Feb 17, 2026
San Luis Wealth Advisors LLC History Added to 37,351 1,769 0.3% 0.28% 57 +2,001 5.66% Q4 2025 Jan 26, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 36,812 1,744 0.0% 0.0% 58 +1,039 2.9% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 36,653 1,736 0.0% 0.0% 59 -34,857 -48.74% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 36,644 1,735 0.0% 0.0% 60 +10,742 41.47% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 33,277 1,576 0.0% 0.0% 61 -306 -0.91% Q4 2025 Feb 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 30,254 1,433 0.01% 62 +30,254 New Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 29,292 1,387 0.0% 0.0% 63 -5,090 -14.8% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 28,883 1,368 0.0% 0.0% 64 -46 -0.16% Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History Added to 28,542 1,352 0.06% 0.04% 65 +16,143 130.2% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 28,227 1,337 0.0% 0.0% 66 +1,636 6.15% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History Reduced 26,585 1,259 0.0% 0.0% 67 -14,300 -34.98% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History New 23,760 1,125 0.0% 68 +23,760 New Q4 2025 Jan 09, 2026
DENALI ADVISORS LLC History Added to 23,600 1,117 0.12% 0.08% 69 +7,400 45.68% Q4 2025 Feb 03, 2026
J. L. Bainbridge & Co., Inc. History No change 23,000 1,089 0.09% 0.09% 70 0 0.0% Q4 2025 Jan 14, 2026
Trexquant Investment LP History Added to 21,625 1,024 0.01% 0.01% 71 +6,392 41.96% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 21,285 1,008 0.01% 0.02% 72 -1,542 -6.76% Q4 2025 Feb 09, 2026
SG Americas Securities, LLC History Added to 20,389 966 0.0% 0.0% 73 +11,780 136.83% Q4 2025 Jan 09, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 19,581 927 0.42% 0.51% 74 -5,000 -20.34% Q4 2025 Jan 14, 2026
MetLife Investment Management, LLC History No change 17,419 825 0.0% 0.0% 75 0 0.0% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History New 17,400 815 0.0% 76 +17,400 New Q4 2025 Mar 20, 2026
marrick wealth, LLC History New 16,414 777 0.64% 77 +16,414 New Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 15,637 740 0.0% 0.0% 78 -473 -2.94% Q4 2025 Feb 11, 2026
ExodusPoint Capital Management, LP History New 14,825 702 0.01% 79 +14,825 New Q4 2025 Feb 17, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 14,795 700 0.29% 0.29% 80 -31 -0.21% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 14,079 666 0.0% 0.0% 81 +1 0.01% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 13,970 661 0.0% 0.0% 82 0 0.0% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Reduced 13,448 637 0.0% 0.0% 84 -3,658 -21.38% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 13,463 637 0.0% 0.0% 83 +2,245 20.01% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 13,148 622 0.0% 0.0% 85 -1,900 -12.63% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 12,781 605 0.0% 0.0% 86 -1,734 -11.95% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 12,148 575 0.0% 0.0% 87 +2,300 23.35% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Reduced 12,120 574 0.02% 0.02% 88 -2 -0.02% Q4 2025 Jan 23, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 11,482 543 0.0% 0.01% 89 -1,247 -9.8% Q4 2025 Feb 10, 2026
PRUDENTIAL FINANCIAL INC History New 10,170 481 0.0% 90 +10,170 New Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 9,879 467 0.0% 0.0% 91 -125,439 -92.7% Q4 2025 Feb 17, 2026
ASSETMARK, INC History No change 9,680 458 0.0% 0.0% 92 0 0.0% Q4 2025 Jan 23, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 9,493 449 0.0% 0.0% 93 +1,400 17.3% Q4 2025 Jan 27, 2026
SITTNER & NELSON, LLC History Reduced 8,333 435 0.15% 0.14% 94 -351 -4.04% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 8,822 417 0.0% 0.0% 96 +1,161 15.15% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 8,816 417 0.0% 0.0% 95 0 0.0% Q4 2025 Feb 12, 2026
Arizona State Retirement System History Reduced 8,617 408 0.0% 0.0% 97 -621 -6.72% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 8,451 400 0.0% 0.0% 98 -26 -0.31% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 8,032 380 0.0% 0.0% 99 +1,980 32.72% Q4 2025 Feb 10, 2026
Barnes Wealth Management Group, Inc History No change 7,588 359 0.19% 0.19% 100 0 0.0% Q4 2025 Feb 24, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,497 355 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History New 7,098 336 0.0% 102 +7,098 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 6,926 328 0.0% 0.0% 103 -3,981 -36.5% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 6,846 324 0.0% 0.0% 104 -2,784 -28.91% Q4 2025 Jan 28, 2026
KLP KAPITALFORVALTNING AS History Added to 6,600 312 0.0% 0.0% 105 +500 8.2% Q4 2025 Jan 28, 2026
Round Hill Asset Management History Reduced 6,544 309 0.19% 0.19% 106 -130 -1.95% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 6,450 305 0.0% 0.0% 107 -122 -1.86% Q4 2025 Feb 12, 2026
Handelsbanken Fonder AB History No change 6,300 298 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 06, 2026
Man Group plc History New 6,199 293 0.0% 110 +6,199 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,201 293 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 18, 2026
EntryPoint Capital, LLC History No change 6,163 291 0.11% 0.11% 111 0 0.0% Q4 2025 Feb 12, 2026
TWO SIGMA SECURITIES, LLC History Added to 6,110 289 0.04% 0.04% 112 +34 0.56% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History New 6,002 284 0.0% 113 +6,002 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 5,982 283 0.0% 0.0% 114 -112 -1.84% Q4 2025 Feb 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,849 277 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 12, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 4,837 229 0.03% 0.03% 116 -12 -0.25% Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History New 4,687 222 0.0% 118 +4,687 New Q4 2025 Feb 09, 2026
Ballentine Partners, LLC History Added to 4,705 222 0.0% 0.0% 117 +30 0.64% Q4 2025 Feb 03, 2026
Pictet Asset Management Holding SA History No change 4,645 220 0.0% 0.0% 119 0 0.0% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 4,003 189 0.0% 0.0% 120 +1 0.02% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 3,967 187 0.01% 0.01% 121 -165 -3.99% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Added to 3,714 175 0.02% 0.02% 122 +19 0.51% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History New 3,300 164 0.0% 123 +3,300 New Q4 2025 Feb 18, 2026
CANADA LIFE ASSURANCE Co History Reduced 2,947 140 0.0% 0.0% 124 -12,578 -81.02% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 2,806 133 0.0% 0.0% 125 +805 40.23% Q4 2025 Jan 26, 2026
ROYAL BANK OF CANADA History New 2,723 128 0.0% 126 +2,723 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 2,532 119 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 11, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 2,102 99 0.04% 0.04% 128 0 0.0% Q4 2025 Jan 30, 2026
FEDERATED HERMES, INC. History Added to 1,915 90 0.0% 0.0% 129 +18 0.95% Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History Reduced 1,747 82 0.0% 0.0% 130 -351 -16.73% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,643 77 0.0% 0.0% 131 +109 7.11% Q4 2025 Feb 17, 2026
KBC Group NV History No change 1,532 73 0.0% 0.0% 132 0 0.0% Q4 2025 Jan 26, 2026
State of Alaska, Department of Revenue History Added to 1,398 66 0.0% 0.0% 133 +84 6.39% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Added to 1,350 63 0.0% 0.0% 134 +90 7.14% Q4 2025 Feb 17, 2026
Manchester Capital Management LLC History No change 1,300 61 0.01% 0.01% 135 0 0.0% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,153 54 0.0% 0.0% 136 -568 -33.0% Q4 2025 Feb 06, 2026
AMALGAMATED BANK History Reduced 952 45 0.0% 0.0% 137 -151 -13.69% Q4 2025 Feb 05, 2026
ABOUND FINANCIAL, LLC History New 908 43 0.02% 138 +908 New Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 764 36 0.0% 0.0% 139 +6 0.79% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 735 34 0.0% 0.0% 140 +211 40.27% Q4 2025 Jan 23, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 664 31 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 03, 2026
DANSKE BANK A/S History New 600 28 0.0% 142 +600 New Q4 2025 Feb 02, 2026
Larson Financial Group LLC History No change 595 28 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Added to 554 26 0.0% 0.0% 144 +69 14.23% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Reduced 553 26 0.0% 0.0% 145 -22 -3.83% Q4 2025 Jan 05, 2026
EverSource Wealth Advisors, LLC History Reduced 520 24 0.0% 0.0% 146 -39 -6.98% Q4 2025 Feb 06, 2026
Longview Financial Advisors LLC History No change 511 24 0.01% 0.01% 147 0 0.0% Q4 2025 Jan 14, 2026
SIGNATUREFD, LLC History Added to 471 22 0.0% 0.0% 148 +19 4.2% Q4 2025 Jan 20, 2026
Pinnacle Wealth Planning Services, Inc. History New 420 19 0.0% 149 +420 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 394 18 0.0% 0.0% 150 -57 -12.64% Q4 2025 Jan 30, 2026
HOERTKORN RICHARD CHARLES History No change 355 16 0.01% 0.01% 151 0 0.0% Q4 2025 Jan 27, 2026
Aquatic Capital Management LLC History New 334 15 0.0% 152 +334 New Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 285 14 0.0% 0.0% 154 -5 -1.72% Q4 2025 Jan 20, 2026
STRS OHIO History No change 300 14 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 02, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 246 11 0.0% 0.0% 155 +216 720.0% Q4 2025 Jan 15, 2026
Quarry LP History Added to 223 10 0.0% 157 +215 2687.5% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 211 10 0.0% 0.0% 156 0 0.0% Q4 2025 Jan 26, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 215 9 0.0% 159 +215 New Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Added to 201 9 0.0% 0.0% 161 +153 318.75% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 197 9 0.0% 0.0% 160 +110 126.44% Q4 2025 Feb 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 211 9 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 180 8 0.0% 0.0% 162 0 0.0% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 144 6 0.0% 0.0% 163 -1,072 -88.16% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Reduced 116 5 0.0% 0.0% 164 -126 -52.07% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 88 4 0.0% 0.0% 166 -472 -84.29% Q4 2025 Feb 09, 2026
Eurizon Capital SGR S.p.A. History New 87 4 0.0% 167 +87 New Q4 2025 Feb 10, 2026
Versant Capital Management, Inc History Added to 97 4 0.0% 0.0% 165 +48 97.96% Q4 2025 Jan 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 76 3 0.0% 0.0% 168 +26 52.0% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History No change 70 3 0.0% 0.0% 169 0 0.0% Q4 2025 Jan 26, 2026
BESSEMER GROUP INC History New 48 2 0.0% 170 +48 New Q4 2025 Feb 05, 2026
SIMPLEX TRADING, LLC History New 47 2 0.0% 171 +47 New Q4 2025 Feb 11, 2026
Torren Management, LLC History New 43 2 0.0% 173 +43 New Q4 2025 Jan 30, 2026
True Wealth Design, LLC History No change 58 2 0.0% 0.0% 172 0 0.0% Q4 2025 Jan 08, 2026
MAI Capital Management History Added to 31 1 0.0% 174 +18 138.46% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -8,306 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -7,093 -100.0% Q3 2025 Nov 14, 2025
Roof Eidam Maycock Peralta, LLC History Closed out 0 0 0.05% -5,000 -100.0% Q3 2025 Oct 27, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -339 -100.0% Q3 2025 Nov 12, 2025
Clearstead Advisors, LLC History Closed out 0 0 0.0% -90 -100.0% Q3 2025 Nov 10, 2025
Rockefeller Capital Management L.P. History Closed out 0 0 0.0% -24 -100.0% Q3 2025 Nov 14, 2025
Bare Financial Services, Inc History New 11 0 +11 New Q4 2025 Feb 06, 2026
Sunbelt Securities, Inc. History Added to 14 0 +2 16.67% Q4 2025 Feb 20, 2026
Covestor Ltd History Reduced 3 0 -2 -40.0% Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History No change 2 0 0 0.0% Q4 2025 Jan 14, 2026
SJS Investment Consulting Inc. History No change 1 0 0 0.0% Q4 2025 Jan 21, 2026
Hughes Financial Services, LLC History No change 13 0 0 0.0% Q4 2025 Feb 11, 2026