Triumph Financial, Inc. - TFIN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 27 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,315,248 | 207,633 | 0.0% | 0.0% | 1 | +59,640 | 1.83% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,108,275 | 132,041 | 0.35% | 0.33% | 2 | -615,454 | -22.6% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,031,008 | 127,202 | 0.0% | 0.0% | 3 | +14,355 | 0.71% | Q4 2025 | Jan 29, 2026 |
| AltraVue Capital, LLC | History | Added to | 1,515,877 | 94,939 | 7.82% | 5.15% | 4 | +273,718 | 22.04% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,376,855 | 86,232 | 0.15% | 0.15% | 5 | -106,546 | -7.18% | Q4 2025 | Feb 05, 2026 |
| STATE STREET CORP | History | Reduced | 1,321,067 | 82,738 | 0.0% | 0.0% | 6 | -12,219 | -0.92% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 828,616 | 51,896 | 0.01% | 0.01% | 7 | -25,760 | -3.02% | Q4 2025 | Feb 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 811,480 | 50,822 | 0.17% | 0.14% | 8 | -57,327 | -6.6% | Q4 2025 | Feb 11, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 751,897 | 47,091 | 0.5% | 0.22% | 9 | +262,719 | 53.71% | Q4 2025 | Feb 17, 2026 |
| Luxor Capital Group, LP | History | Added to | 739,958 | 46,343 | 3.55% | 1.45% | 10 | +125,126 | 20.35% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 716,967 | 44,903 | 0.02% | 0.01% | 11 | +197,258 | 37.96% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 636,793 | 39,882 | 0.01% | 0.0% | 12 | +589,173 | 1237.24% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 532,678 | 33,368 | 0.0% | 0.0% | 13 | +4,747 | 0.9% | Q4 2025 | Feb 09, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 439,895 | 27,550 | 0.14% | 0.09% | 14 | +77,942 | 21.53% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 406,689 | 25,470 | 0.0% | 0.0% | 15 | -59,960 | -12.85% | Q4 2025 | Feb 17, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 352,380 | 22,069 | 1.51% | 1.25% | 16 | -7,329 | -2.04% | Q4 2025 | Feb 13, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Added to | 340,161 | 21,304 | 5.88% | 3.74% | 17 | +86,761 | 34.24% | Q4 2025 | Feb 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 289,427 | 18,126 | 0.0% | 0.0% | 18 | +25,427 | 9.63% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 250,672 | 15,699 | 0.0% | 0.0% | 19 | -54,467 | -17.85% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 245,460 | 15,373 | 0.01% | 0.01% | 20 | +35,626 | 16.98% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 226,132 | 14,162 | 0.0% | 0.0% | 21 | +7,244 | 3.31% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 225,728 | 14,137 | 0.0% | 0.0% | 22 | -42,990 | -16.0% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 197,608 | 12,376 | 0.38% | 0.28% | 23 | +14,340 | 7.82% | Q4 2025 | Jan 28, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 162,468 | 10,175 | 0.04% | 0.03% | 24 | +39,149 | 31.75% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | Added to | 132,714 | 8,311 | 0.72% | 0.59% | 25 | +23,691 | 21.73% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 129,851 | 8,132 | 0.0% | 0.0% | 26 | +29,898 | 29.91% | Q4 2025 | Mar 25, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 127,721 | 7,999 | 0.01% | 0.01% | 27 | +21,210 | 19.91% | Q4 2025 | Feb 12, 2026 |
| NFC Investments, LLC | History | Reduced | 127,158 | 7,964 | 2.25% | 1.85% | 28 | -717 | -0.56% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 127,001 | 7,954 | 0.0% | 0.0% | 29 | -6,316 | -4.74% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 126,746 | 7,938 | 0.03% | 0.02% | 30 | +11,984 | 10.44% | Q4 2025 | Feb 17, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 117,136 | 7,336 | 1.45% | 1.22% | 31 | -22,709 | -16.24% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 111,239 | 6,966 | 0.01% | 0.01% | 32 | +4,119 | 3.85% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 109,830 | 6,878 | 0.01% | 0.01% | 33 | -15,231 | -12.18% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 109,117 | 6,833 | 0.0% | 0.0% | 34 | -30,103 | -21.62% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 107,770 | 6,749 | 0.0% | 0.0% | 35 | -1,160 | -1.06% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 102,530 | 6,421 | 0.0% | 0.0% | 36 | +12,005 | 13.26% | Q4 2025 | Jan 29, 2026 |
| SG Americas Securities, LLC | History | Added to | 93,553 | 5,859 | 0.01% | 0.0% | 37 | +86,454 | 1217.83% | Q4 2025 | Jan 09, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 89,660 | 5,641 | 0.01% | — | 38 | +89,660 | New | Q4 2025 | Feb 09, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | History | New | 89,692 | 5,617 | 2.17% | — | 39 | +89,692 | New | Q4 2025 | Feb 13, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 89,525 | 5,606 | 3.07% | 2.52% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 78,141 | 4,893 | 0.02% | 0.02% | 41 | -9,777 | -11.12% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 73,616 | 4,610 | 0.0% | 0.0% | 42 | +14,239 | 23.98% | Q4 2025 | Feb 17, 2026 |
| Sippican Capital Advisors | History | Added to | 72,948 | 4,568 | 2.94% | 2.26% | 43 | +4,585 | 6.71% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Added to | 71,355 | 4,468 | 0.0% | 0.0% | 44 | +12,169 | 20.56% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 67,480 | 4,226 | 0.0% | 0.0% | 45 | +1,594 | 2.42% | Q4 2025 | Feb 19, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 62,115 | 3,890 | 0.33% | 0.32% | 46 | -11,585 | -15.72% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 62,040 | 3,885 | 0.0% | 0.0% | 47 | -1,763 | -2.76% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | New | 58,189 | 3,644 | 0.01% | — | 48 | +58,189 | New | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | New | 57,999 | 3,632 | 0.0% | — | 49 | +57,999 | New | Q4 2025 | Mar 09, 2026 |
| Legal & General Group Plc | History | Reduced | 57,164 | 3,581 | 0.0% | 0.0% | 50 | -2,354 | -3.96% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 55,858 | 3,498 | 0.0% | 0.0% | 51 | +11,359 | 25.53% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 54,033 | 3,384 | 0.01% | — | 52 | +54,033 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 53,807 | 3,369 | 0.01% | 0.01% | 53 | +7,593 | 16.43% | Q4 2025 | Jan 29, 2026 |
| ArrowMark Colorado Holdings LLC | History | New | 50,314 | 3,151 | 0.07% | — | 54 | +50,314 | New | Q4 2025 | Feb 17, 2026 |
| Womack Financial LLC | History | Added to | 48,419 | 3,032 | 2.24% | 1.57% | 55 | +7,042 | 17.02% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Reduced | 47,391 | 2,968 | 0.0% | 0.0% | 56 | -918 | -1.9% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 47,145 | 2,952 | 0.0% | 0.0% | 57 | +12,805 | 37.29% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 44,500 | 2,787 | 0.0% | 0.0% | 58 | +900 | 2.06% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 43,796 | 2,742 | 0.0% | 0.0% | 59 | -15,945 | -26.69% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | New | 43,103 | 2,699 | 0.0% | — | 60 | +43,103 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 43,034 | 2,695 | 0.0% | 0.0% | 61 | +9,858 | 29.71% | Q4 2025 | Feb 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 41,557 | 2,602 | 0.5% | 0.41% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 41,349 | 2,590 | 0.0% | — | 63 | +41,349 | New | Q4 2025 | Feb 17, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 41,341 | 2,589 | 1.57% | 1.42% | 64 | -10,959 | -20.95% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 40,300 | 2,523 | 0.0% | 0.0% | 65 | -44,845 | -52.67% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 39,310 | 2,461 | 0.0% | 0.0% | 66 | -279 | -0.7% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 37,728 | 2,362 | 0.0% | 0.0% | 67 | -2,639 | -6.54% | Q4 2025 | Feb 17, 2026 |
| Orchard Capital Management, LLC | History | Added to | 34,821 | 2,180 | 1.89% | 1.48% | 68 | +660 | 1.93% | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 30,330 | 1,899 | 0.01% | 0.01% | 69 | -6,892 | -18.52% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 29,711 | 1,861 | 0.01% | 0.01% | 70 | -3,518 | -10.59% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 25,926 | 1,623 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 24,888 | 1,559 | 0.0% | 0.0% | 72 | +3,606 | 16.94% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 24,288 | 1,521 | 0.0% | 0.0% | 73 | -6,172 | -20.26% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 24,178 | 1,514 | 0.01% | — | 74 | +24,178 | New | Q4 2025 | Feb 09, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | History | No change | 24,000 | 1,503 | 1.39% | 1.15% | 75 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 23,525 | 1,466 | 0.0% | 0.0% | 76 | -13,762 | -36.91% | Q4 2025 | Mar 20, 2026 |
| Numerai GP LLC | History | Reduced | 23,110 | 1,447 | 0.17% | 0.52% | 77 | -51,140 | -68.88% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,534 | 1,411 | 0.0% | 0.0% | 78 | -1 | -0.0% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 21,888 | 1,370 | 0.07% | 0.08% | 79 | -5,789 | -20.92% | Q4 2025 | Jan 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 21,345 | 1,336 | 0.0% | 0.0% | 80 | -1,428 | -6.27% | Q4 2025 | Feb 13, 2026 |
| Empirical Capital Management, LLC | History | New | 20,725 | 1,298 | 0.85% | — | 81 | +20,725 | New | Q4 2025 | Feb 10, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 20,278 | 1,270 | 0.0% | — | 82 | +20,278 | New | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | No change | 18,757 | 1,174 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JCSD Capital, LLC | History | New | 18,600 | 1,164 | 1.37% | — | 84 | +18,600 | New | Q4 2025 | Feb 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 18,393 | 1,152 | 0.0% | 0.0% | 85 | -6,349 | -25.66% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Reduced | 18,311 | 1,146 | 0.02% | 0.02% | 86 | -99 | -0.54% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 18,043 | 1,130 | 0.0% | 0.0% | 87 | -94 | -0.52% | Q4 2025 | Feb 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 17,600 | 1,102 | 0.25% | 0.18% | 88 | +2,500 | 16.56% | Q4 2025 | Jan 28, 2026 |
| Hudson Bay Capital Management LP | History | New | 15,000 | 939 | 0.0% | — | 89 | +15,000 | New | Q4 2025 | Feb 13, 2026 |
| NOMURA HOLDINGS INC | History | New | 14,000 | 876 | 0.0% | — | 90 | +14,000 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 13,900 | 870 | 0.0% | 0.0% | 91 | -21,100 | -60.29% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 13,803 | 864 | 0.0% | 0.0% | 92 | -751 | -5.16% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,771 | 862 | 0.0% | 0.0% | 93 | -2,374 | -14.7% | Q4 2025 | Feb 17, 2026 |
| Laurion Capital Management LP | History | New | 13,404 | 839 | 0.03% | — | 94 | +13,404 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 12,386 | 775 | 0.0% | 0.0% | 95 | +2,458 | 24.76% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,386 | 775 | 0.0% | 0.0% | 96 | -752 | -5.72% | Q4 2025 | Feb 12, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | New | 11,497 | 720 | 0.4% | — | 97 | +11,497 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 11,494 | 719 | 0.01% | 0.01% | 98 | +148 | 1.3% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Reduced | 11,044 | 690 | 0.0% | 0.0% | 99 | -3,164 | -22.27% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 10,922 | 684 | 0.01% | 0.01% | 100 | -1,095 | -9.11% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 10,789 | 675 | 0.0% | 0.0% | 101 | -1,366 | -11.24% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,497 | 657 | 0.0% | 0.0% | 102 | +3,107 | 42.04% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,504 | 657 | 0.0% | 0.0% | 103 | +21 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,300 | 645 | 0.01% | 0.01% | 104 | -100 | -0.96% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,269 | 643 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 9,516 | 595 | 0.0% | — | 106 | +9,516 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 8,636 | 540 | 0.01% | — | 107 | +8,636 | New | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Reduced | 8,403 | 525 | 0.0% | 0.0% | 108 | -3,706 | -30.61% | Q4 2025 | Jan 30, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 7,939 | 497 | 0.0% | 0.0% | 109 | -13,266 | -62.56% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,662 | 479 | 0.0% | 0.0% | 110 | +2,644 | 52.69% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 7,544 | 472 | 0.0% | 0.0% | 111 | -3,188 | -29.71% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,414 | 464 | 0.0% | 0.0% | 112 | -1,827 | -19.77% | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | New | 6,670 | 423 | 0.02% | — | 113 | +6,670 | New | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,556 | 411 | 0.0% | 0.0% | 114 | -6 | -0.09% | Q4 2025 | Feb 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,050 | 407 | 0.0% | 0.0% | 115 | -909 | -13.06% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 6,378 | 399 | 0.0% | 0.0% | 116 | -277 | -4.16% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,206 | 388 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,193 | 387 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6,157 | 385 | 0.05% | 0.04% | 119 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Creative Planning | History | Reduced | 6,048 | 378 | 0.0% | 0.0% | 120 | -5,563 | -47.91% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 5,876 | 368 | 0.0% | 0.0% | 121 | +121 | 2.1% | Q4 2025 | Feb 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 5,675 | 355 | 0.0% | 0.0% | 122 | -657 | -10.38% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,589 | 350 | 0.0% | 0.0% | 123 | -153 | -2.66% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 5,421 | 340 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 5,274 | 330 | 0.0% | 0.0% | 125 | -4,646 | -46.83% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,173 | 326 | 0.0% | 0.0% | 126 | -409 | -7.33% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,149 | 322 | 0.0% | 0.0% | 127 | +100 | 1.98% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,060 | 316 | 0.0% | 0.0% | 128 | -4,006 | -44.19% | Q4 2025 | Feb 10, 2026 |
| Callan Family Office, LLC | History | New | 5,034 | 315 | 0.01% | — | 129 | +5,034 | New | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 4,983 | 312 | 0.01% | 0.02% | 130 | -9,639 | -65.92% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,823 | 302 | 0.0% | 0.0% | 131 | -386 | -7.41% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | Reduced | 4,791 | 300 | 0.01% | 0.02% | 133 | -3,109 | -39.35% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 4,800 | 300 | 0.0% | 0.0% | 132 | +500 | 11.63% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,700 | 294 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 4,574 | 286 | 0.01% | — | 135 | +4,574 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 4,409 | 276 | 0.0% | 0.0% | 136 | -4,491 | -50.46% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 4,417 | 276 | 0.0% | — | 138 | +4,417 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 4,414 | 276 | 0.0% | 0.0% | 137 | +139 | 3.25% | Q4 2025 | Feb 06, 2026 |
| PROFUND ADVISORS LLC | History | New | 4,380 | 274 | 0.01% | — | 139 | +4,380 | New | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,137 | 259 | 0.0% | 0.0% | 140 | -52 | -1.24% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,998 | 250 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 3,965 | 248 | 0.0% | 0.0% | 142 | +725 | 22.38% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 3,742 | 234 | 0.0% | — | 143 | +3,742 | New | Q4 2025 | Feb 11, 2026 |
| Red Door Wealth Management, LLC | History | New | 3,725 | 233 | 0.02% | — | 144 | +3,725 | New | Q4 2025 | Jan 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,499 | 219 | 0.0% | 0.0% | 145 | +18 | 0.52% | Q4 2025 | Jan 15, 2026 |
| DRW Securities, LLC | History | New | 3,384 | 211 | 0.01% | — | 146 | +3,384 | New | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,314 | 207 | 0.0% | — | 147 | +3,314 | New | Q4 2025 | Feb 02, 2026 |
| Maryland State Retirement & Pension System | History | New | 3,288 | 205 | 0.0% | — | 148 | +3,288 | New | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 3,246 | 203 | 0.03% | 0.04% | 149 | -2,954 | -47.65% | Q4 2025 | Jan 21, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 3,228 | 202 | 0.0% | — | 150 | +3,228 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,863 | 179 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,741 | 171 | 0.0% | 0.0% | 152 | +19 | 0.7% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 2,777 | 151 | 0.0% | — | 153 | +2,777 | New | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,947 | 121 | 0.0% | 0.0% | 154 | -395 | -16.87% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,897 | 118 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,522 | 95 | 0.0% | 0.0% | 156 | +508 | 50.1% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 930 | 58 | 0.0% | 0.0% | 157 | -373 | -28.63% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 821 | 51 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 788 | 49 | 0.0% | 0.0% | 159 | -96 | -10.86% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 671 | 42 | 0.0% | — | 160 | +671 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 552 | 34 | 0.0% | 0.0% | 161 | -161 | -22.58% | Q4 2025 | Jan 05, 2026 |
| AlphaQuest LLC | History | Reduced | 523 | 32 | 0.0% | 0.0% | 162 | -589 | -52.97% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 491 | 30 | 0.0% | 0.0% | 163 | +155 | 46.13% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Reduced | 423 | 26 | 0.0% | 0.0% | 164 | -52 | -10.95% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 315 | 19 | 0.0% | 0.0% | 165 | +258 | 452.63% | Q4 2025 | Mar 16, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 299 | 18 | 0.0% | 0.0% | 166 | -198 | -39.84% | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 288 | 18 | 0.0% | 0.0% | 167 | +73 | 33.95% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 285 | 17 | 0.0% | 0.0% | 169 | -216 | -43.11% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | No change | 272 | 17 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 258 | 16 | 0.0% | 0.0% | 171 | -264 | -50.57% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 260 | 16 | 0.0% | 0.0% | 170 | +104 | 66.67% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 243 | 15 | 0.0% | 0.0% | 172 | -4 | -1.62% | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | Reduced | 196 | 12 | 0.0% | 0.0% | 173 | -40 | -16.95% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 190 | 11 | 0.0% | — | 177 | +190 | New | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 169 | 11 | 0.0% | 0.0% | 176 | -131 | -43.67% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 174 | 11 | 0.0% | 0.0% | 175 | +50 | 40.32% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 164 | 10 | 0.0% | 0.0% | 178 | -60 | -26.79% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 145 | 9 | 0.0% | 0.0% | 179 | -100 | -40.82% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 148 | 9 | 0.0% | 0.0% | 180 | -99 | -40.08% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 102 | 6 | 0.0% | — | 183 | +102 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | New | 96 | 6 | 0.0% | — | 181 | +96 | New | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 105 | 6 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 78 | 5 | 0.0% | 0.0% | 184 | -1 | -1.27% | Q4 2025 | Jan 20, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 64 | 4 | 0.0% | — | 187 | +64 | New | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | Added to | 73 | 4 | 0.0% | 0.0% | 186 | +40 | 121.21% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 78 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Optiver Holding B.V. | History | Reduced | 58 | 3 | 0.0% | 0.0% | 192 | -310 | -84.24% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 55 | 3 | 0.0% | 0.0% | 191 | -80 | -59.26% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 58 | 3 | 0.0% | 0.0% | 190 | -1 | -1.69% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 61 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 37 | 2 | 0.0% | 0.0% | 196 | -151 | -80.32% | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 36 | 2 | 0.0% | — | 195 | +36 | New | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 41 | 2 | 0.0% | 0.0% | 193 | -33 | -44.59% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 41 | 2 | 0.0% | 0.0% | 194 | +6 | 17.14% | Q4 2025 | Feb 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 18 | 1 | 0.0% | — | 197 | +18 | New | Q4 2025 | Jan 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 16 | 1 | 0.0% | — | 198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -50,953 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TIGER GLOBAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,708 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,700 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,587 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -16,446 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,548 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,803 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,406 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,016 | -100.0% | Q3 2025 | Oct 15, 2025 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,640 | -100.0% | Q3 2025 | Nov 05, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,166 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -5,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -4,156 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Principia Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,500 | -100.0% | Q3 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -429 | -100.0% | Q3 2025 | Nov 18, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Root Financial Partners, LLC | History | Reduced | 4 | 0 | — | — | — | -10 | -71.43% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |