TFS Financial CORP - TFSL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 32 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 5,002,425 | 66,932 | 0.0% | 0.0% | 1 | -96,003 | -1.88% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,028,594 | 53,902 | 0.0% | 0.0% | 2 | +500,752 | 14.19% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,931,751 | 39,226 | 0.01% | 0.01% | 3 | +65,669 | 2.29% | Q4 2025 | Feb 12, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Added to | 2,750,382 | 36,800 | 2.44% | 2.52% | 4 | +217,000 | 8.57% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,656,791 | 35,547 | 0.06% | 0.05% | 5 | -497,000 | -15.76% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,372,410 | 31,742 | 0.05% | 0.02% | 6 | +1,363,063 | 135.04% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 1,966,004 | 26,305 | 0.0% | 0.0% | 7 | +387,992 | 24.59% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,869,302 | 25,011 | 0.0% | 0.0% | 8 | +352,093 | 23.21% | Q4 2025 | Feb 10, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Added to | 1,174,685 | 15,717 | 1.01% | 0.96% | 9 | +6,475 | 0.55% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,142,013 | 15,283 | 0.0% | 0.0% | 10 | +590 | 0.05% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 793,818 | 10,621 | 0.0% | 0.0% | 11 | -40,976 | -4.91% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 710,502 | 9,506 | 0.0% | 0.0% | 12 | +134,683 | 23.39% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 513,238 | 6,867 | 0.0% | 0.0% | 13 | -140,129 | -21.45% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 499,893 | 6,688 | 0.0% | 0.0% | 14 | +110,104 | 28.25% | Q4 2025 | Jan 29, 2026 |
| Gator Capital Management, LLC | History | New | 470,125 | 6,290 | 1.28% | — | 15 | +470,125 | New | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 392,257 | 5,248 | 0.0% | — | 16 | +392,257 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 307,465 | 4,113 | 0.0% | 0.0% | 17 | -247 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 291,767 | 3,903 | 0.67% | — | 18 | +291,767 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 264,946 | 3,544 | 0.01% | 0.01% | 19 | +71,674 | 37.08% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 258,674 | 3,461 | 0.0% | 0.0% | 20 | +4,023 | 1.58% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 247,221 | 3,307 | 0.04% | 0.04% | 21 | +27,625 | 12.58% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 237,252 | 3,174 | 0.01% | — | 22 | +237,252 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 237,045 | 3,171 | 0.0% | 0.0% | 23 | -12,019 | -4.83% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 214,499 | 2,869 | 0.07% | 0.08% | 24 | +1,017 | 0.48% | Q4 2025 | Feb 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 214,200 | 2,865 | 0.0% | 0.0% | 25 | +101,713 | 90.42% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 163,197 | 2,183 | 0.0% | 0.0% | 26 | +40,035 | 32.51% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 161,342 | 2,158 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 156,933 | 2,099 | 0.0% | 0.0% | 28 | -2,037 | -1.28% | Q4 2025 | Feb 13, 2026 |
| Sage Investment Counsel LLC | History | Added to | 116,828 | 1,563 | 1.72% | 1.7% | 29 | +90 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | Reduced | 116,268 | 1,555 | 0.0% | 0.0% | 30 | -1,094 | -0.93% | Q4 2025 | Feb 19, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 111,456 | 1,491 | 0.0% | 0.0% | 31 | -44,510 | -28.54% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 110,700 | 1,481 | 0.0% | 0.0% | 32 | +1,800 | 1.65% | Q4 2025 | Feb 12, 2026 |
| CenterBook Partners LP | History | New | 109,948 | 1,471 | 0.07% | — | 33 | +109,948 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 104,564 | 1,399 | 0.0% | 0.0% | 34 | +23,404 | 28.84% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 104,201 | 1,394 | 0.01% | — | 35 | +104,201 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 100,973 | 1,351 | 0.0% | 0.0% | 36 | +2,107 | 2.13% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 95,521 | 1,278 | 0.06% | 0.06% | 37 | +35,172 | 58.28% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 95,372 | 1,276 | 0.0% | 0.0% | 38 | -26,800 | -21.94% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 94,072 | 1,258 | 0.0% | 0.0% | 39 | -14,427 | -13.3% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 93,281 | 1,248 | 0.0% | 0.0% | 40 | +40,005 | 75.09% | Q4 2025 | Mar 25, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 92,551 | 1,238 | 0.0% | 0.0% | 41 | -16,077 | -14.8% | Q4 2025 | Feb 17, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 90,366 | 1,209 | 0.15% | 0.15% | 42 | -1,977 | -2.14% | Q4 2025 | Jan 27, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 84,807 | 1,134 | 0.08% | — | 43 | +84,807 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 74,581 | 997 | 0.0% | 0.0% | 44 | +10,298 | 16.02% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 69,670 | 932 | 0.0% | 0.0% | 45 | +9,057 | 14.94% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 60,998 | 816 | 0.0% | 0.0% | 46 | +705 | 1.17% | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 60,231 | 805 | 0.01% | 0.01% | 47 | +4,559 | 8.19% | Q4 2025 | Feb 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 55,950 | 749 | 0.0% | 0.0% | 48 | +40,098 | 252.95% | Q4 2025 | Jan 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 54,902 | 734 | 0.0% | 0.0% | 49 | -5,117 | -8.53% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 52,534 | 702 | 0.0% | 0.0% | 50 | +2,808 | 5.65% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 52,215 | 698 | 0.0% | 0.0% | 51 | +3,647 | 7.51% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 47,067 | 629 | 0.04% | 0.04% | 52 | -141 | -0.3% | Q4 2025 | Jan 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 44,959 | 601 | 0.0% | 0.0% | 53 | +20,361 | 82.78% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 44,787 | 599 | 0.0% | 0.0% | 54 | -4,268 | -8.7% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 44,263 | 592 | 0.0% | 0.0% | 56 | +13,612 | 44.41% | Q4 2025 | Feb 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 44,314 | 592 | 0.01% | 0.01% | 55 | +6,539 | 17.31% | Q4 2025 | Feb 06, 2026 |
| Harbor Advisors LLC | History | No change | 42,260 | 565 | 0.08% | 0.09% | 57 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 38,725 | 518 | 0.08% | 0.08% | 58 | -137 | -0.35% | Q4 2025 | Jan 08, 2026 |
| Hilltop Holdings Inc. | History | New | 36,020 | 481 | 0.03% | — | 59 | +36,020 | New | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 35,657 | 477 | 0.02% | 0.02% | 60 | +9,942 | 38.66% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 35,189 | 470 | 0.01% | 0.01% | 61 | -813 | -2.26% | Q4 2025 | Jan 23, 2026 |
| Inspire Investing, LLC | History | Added to | 34,931 | 467 | 0.04% | 0.04% | 62 | +380 | 1.1% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 33,373 | 446 | 0.01% | 0.01% | 63 | -2,231 | -6.27% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,283 | 445 | 0.0% | 0.0% | 64 | -4,133 | -11.05% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,636 | 436 | 0.0% | 0.0% | 65 | +13,953 | 74.68% | Q4 2025 | Feb 18, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 32,150 | 430 | 0.0% | 0.0% | 66 | +140 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 31,161 | 416 | 0.01% | 0.01% | 67 | +16,095 | 106.83% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Added to | 29,794 | 398 | 0.02% | 0.01% | 68 | +21,385 | 254.31% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 28,948 | 387 | 0.0% | 0.0% | 69 | +2,484 | 9.39% | Q4 2025 | Feb 13, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 28,282 | 378 | 0.34% | — | 70 | +28,282 | New | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 27,690 | 370 | 0.0% | 0.0% | 71 | +14,488 | 109.74% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 27,156 | 364 | 0.0% | 0.0% | 72 | +1,401 | 5.44% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 26,837 | 359 | 0.01% | 0.01% | 73 | +1,183 | 4.61% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 26,688 | 357 | 0.0% | 0.0% | 74 | +21,817 | 447.9% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 24,830 | 332 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 23,980 | 320 | 0.01% | — | 76 | +23,980 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 23,804 | 318 | 0.0% | 0.0% | 77 | -874 | -3.54% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,417 | 313 | 0.0% | 0.0% | 78 | -3,533 | -13.11% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 23,263 | 311 | 0.0% | 0.0% | 79 | +4,038 | 21.0% | Q4 2025 | Mar 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,629 | 302 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 22,301 | 298 | 0.0% | 0.0% | 81 | +4,252 | 23.56% | Q4 2025 | Jan 28, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 21,950 | 294 | 0.0% | 0.0% | 82 | -1,609 | -6.83% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 21,042 | 281 | 0.0% | — | 83 | +21,042 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 20,834 | 278 | 0.0% | 0.0% | 84 | +1,675 | 8.74% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 20,398 | 272 | 0.0% | 0.0% | 85 | +1,419 | 7.48% | Q4 2025 | Jan 30, 2026 |
| FARMERS TRUST CO | History | No change | 20,000 | 267 | 0.04% | 0.05% | 86 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,656 | 262 | 0.0% | 0.0% | 87 | +4,230 | 27.42% | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | Reduced | 19,127 | 256 | 0.13% | 0.14% | 88 | -111 | -0.58% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 18,990 | 254 | 0.0% | 0.0% | 89 | +4,966 | 35.41% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 17,838 | 238 | 0.0% | — | 90 | +17,838 | New | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | New | 16,974 | 227 | 0.0% | — | 91 | +16,974 | New | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 16,798 | 224 | 0.0% | 0.0% | 92 | +2,661 | 18.82% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 16,000 | 214 | 0.0% | — | 93 | +16,000 | New | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 15,770 | 211 | 0.0% | 0.0% | 94 | -599 | -3.66% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 15,662 | 209 | 0.0% | 0.0% | 95 | -946 | -5.7% | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 15,064 | 201 | 0.0% | — | 96 | +15,064 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,866 | 198 | 0.0% | 0.0% | 97 | +3,055 | 25.87% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,819 | 198 | 0.0% | 0.0% | 98 | +1,423 | 10.62% | Q4 2025 | Feb 10, 2026 |
| AXQ CAPITAL, LP | History | New | 14,466 | 193 | 0.04% | — | 100 | +14,466 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 14,490 | 193 | 0.0% | 0.0% | 99 | +597 | 4.3% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 13,735 | 183 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 13,203 | 176 | 0.0% | 0.0% | 102 | +4,719 | 55.62% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 12,788 | 171 | 0.0% | 0.0% | 104 | -19,841 | -60.81% | Q4 2025 | Feb 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,794 | 171 | 0.0% | — | 103 | +12,794 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 12,549 | 167 | 0.0% | 0.0% | 105 | +626 | 5.25% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,184 | 163 | 0.0% | 0.0% | 107 | -622 | -4.86% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,247 | 163 | 0.0% | 0.0% | 106 | +283 | 2.37% | Q4 2025 | Feb 18, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,025 | 160 | 0.0% | 0.0% | 108 | -27 | -0.22% | Q4 2025 | Jan 16, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,900 | 159 | 0.0% | 0.0% | 109 | +1,900 | 19.0% | Q4 2025 | Jan 28, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 11,781 | 157 | 0.04% | 0.04% | 110 | +971 | 8.98% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 11,672 | 156 | 0.0% | 0.0% | 111 | -190 | -1.6% | Q4 2025 | Jan 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,657 | 155 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PharVision Advisers, LLC | History | New | 11,249 | 150 | 0.08% | — | 115 | +11,249 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 11,237 | 150 | 0.0% | — | 114 | +11,237 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 11,247 | 150 | 0.0% | 0.0% | 113 | +1,963 | 21.14% | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 10,896 | 145 | 0.06% | — | 116 | +10,896 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 10,768 | 144 | 0.0% | 0.0% | 117 | -59 | -0.54% | Q4 2025 | Feb 03, 2026 |
| Callan Family Office, LLC | History | New | 10,492 | 140 | 0.0% | — | 118 | +10,492 | New | Q4 2025 | Feb 12, 2026 |
| DGS Capital Management, LLC | History | New | 10,450 | 139 | 0.02% | — | 119 | +10,450 | New | Q4 2025 | Feb 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,381 | 138 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 10,193 | 136 | 0.02% | — | 121 | +10,193 | New | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,419 | 112 | 0.0% | 0.0% | 122 | +770 | 10.07% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 7,907 | 105 | 0.0% | — | 123 | +7,907 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,026 | 94 | 0.0% | 0.0% | 124 | +250 | 3.69% | Q4 2025 | Jan 13, 2026 |
| Archer Investment Corp | History | No change | 6,718 | 89 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,263 | 70 | 0.0% | 0.0% | 126 | -377 | -6.68% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,939 | 66 | 0.0% | 0.0% | 127 | -18,199 | -78.65% | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | Added to | 4,900 | 65 | 0.0% | 0.0% | 128 | +1,300 | 36.11% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | Added to | 4,239 | 56 | 0.0% | 0.0% | 129 | +3,539 | 505.57% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,179 | 55 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 3,683 | 49 | 0.0% | 0.0% | 131 | +377 | 11.4% | Q4 2025 | Jan 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 3,628 | 48 | 0.02% | — | 132 | +3,628 | New | Q4 2025 | Jan 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,100 | 41 | 0.0% | 0.0% | 133 | -140 | -4.32% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 2,995 | 40 | 0.0% | — | 134 | +2,995 | New | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,575 | 34 | 0.0% | 0.0% | 135 | -42 | -1.6% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 2,445 | 32 | 0.0% | 0.0% | 136 | +1,773 | 263.84% | Q4 2025 | Jan 29, 2026 |
| Quent Capital, LLC | History | Added to | 2,055 | 27 | 0.0% | 0.0% | 137 | +16 | 0.78% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,865 | 24 | 0.0% | 0.0% | 138 | +91 | 5.13% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 1,755 | 23 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Neo Ivy Capital Management | History | New | 1,713 | 22 | 0.0% | — | 140 | +1,713 | New | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | New | 1,601 | 21 | 0.0% | — | 141 | +1,601 | New | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 1,505 | 20 | 0.0% | — | 142 | +1,505 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,442 | 19 | 0.0% | 0.0% | 143 | -651 | -31.1% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,326 | 17 | 0.0% | — | 144 | +1,326 | New | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,317 | 17 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STRS OHIO | History | Added to | 1,255 | 16 | 0.0% | 0.0% | 146 | +2 | 0.16% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,137 | 15 | 0.0% | 0.0% | 147 | +125 | 12.35% | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,134 | 15 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,069 | 14 | 0.0% | 0.0% | 149 | +715 | 201.98% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,082 | 14 | 0.0% | 0.0% | 151 | +241 | 28.66% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,104 | 14 | 0.0% | 0.0% | 150 | -104 | -8.61% | Q4 2025 | Mar 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,026 | 13 | 0.0% | 0.0% | 152 | +144 | 16.33% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 967 | 12 | 0.0% | 0.0% | 154 | +410 | 73.61% | Q4 2025 | Jan 05, 2026 |
| Larson Financial Group LLC | History | No change | 924 | 12 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Added to | 891 | 11 | 0.0% | 0.0% | 156 | +18 | 2.06% | Q4 2025 | Jan 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 857 | 11 | 0.0% | 0.0% | 155 | -16 | -1.83% | Q4 2025 | Feb 12, 2026 |
| Quarry LP | History | New | 760 | 10 | 0.0% | — | 158 | +760 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 722 | 10 | 0.0% | — | 157 | +722 | New | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 780 | 10 | 0.0% | 0.0% | 159 | -216 | -21.69% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | New | 716 | 9 | 0.0% | — | 160 | +716 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 592 | 7 | 0.0% | 0.0% | 161 | -45 | -7.06% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 500 | 6 | 0.0% | — | 163 | +500 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 456 | 6 | 0.0% | 0.0% | 164 | +65 | 16.62% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 502 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crews Bank & Trust | History | No change | 500 | 6 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | No change | 500 | 6 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 306 | 4 | 0.0% | — | 169 | +306 | New | Q4 2025 | Feb 10, 2026 |
| Marquette Asset Management, LLC | History | Added to | 350 | 4 | 0.0% | 0.0% | 167 | +174 | 98.86% | Q4 2025 | Jan 16, 2026 |
| DAGCO, INC. | History | No change | 300 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 274 | 3 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 76 | 2 | 0.0% | 0.02% | 173 | -11,023 | -99.32% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 151 | 2 | 0.0% | — | 174 | +151 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 203 | 2 | 0.0% | 0.0% | 175 | +112 | 123.08% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 170 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | No change | 182 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 144 | 1 | 0.0% | 0.0% | 176 | -23,512 | -99.39% | Q4 2025 | Jan 15, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | Reduced | 95 | 1 | 0.0% | 0.01% | 177 | -4,479 | -97.92% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 83 | 1 | 0.0% | — | 181 | +83 | New | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | Added to | 118 | 1 | 0.0% | — | 180 | +77 | 187.8% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 138 | 1 | 0.0% | 0.0% | 178 | +36 | 35.29% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 90 | 1 | 0.0% | 0.0% | 179 | +2 | 2.27% | Q4 2025 | Feb 06, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,927 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,655 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,616 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,349 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.37% | — | -17,384 | -100.0% | Q3 2025 | Oct 22, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,018 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,244 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -10,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK CIRCLE Co | History | Closed out | 0 | 0 | — | 0.11% | — | -9,905 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,681 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,546 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -638 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 36 | 0 | — | 0.0% | — | -84 | -70.0% | Q4 2025 | Feb 02, 2026 |
| BAYBAN | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Mar 05, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Nov 21, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 10, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Nov 03, 2025 |
| S&T BANK/PA | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 05, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 26 | 0 | — | — | — | -10 | -27.78% | Q4 2025 | Jan 15, 2026 |
| Activest Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Dogwood Wealth Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WPG Advisers, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |