Talen Energy Corp - TLN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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
VANGUARD GROUP INC History Reduced 4,457,654 1,670,907 0.02% 0.03% 1 -65,505 -1.45% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 3,999,723 1,499,256 0.03% 0.03% 2 -244,636 -5.76% Q4 2025 Feb 12, 2026
Rubric Capital Management LP History No change 3,602,171 1,350,237 16.15% 17.29% 3 0 0.0% Q4 2025 Feb 13, 2026
MFN Partners Management, LP History No change 3,000,000 1,124,520 23.89% 25.77% 4 0 0.0% Q4 2025 Feb 12, 2026
FRED ALGER MANAGEMENT, LLC History Added to 1,804,094 676,246 2.65% 2.75% 5 +140,345 8.44% Q4 2025 Feb 17, 2026
REAVES W H & CO INC History Added to 1,521,697 570,392 9.98% 10.69% 6 +111,160 7.88% Q4 2025 Feb 10, 2026
Invesco Ltd. History Added to 1,441,381 540,287 0.08% 0.07% 7 +378,357 35.59% Q4 2025 Feb 19, 2026
STATE STREET CORP History Reduced 1,321,480 495,343 0.02% 0.02% 8 -17,218 -1.29% Q4 2025 Feb 13, 2026
LONE PINE CAPITAL LLC History Added to 1,292,516 484,486 3.56% 3.69% 9 +100,000 8.39% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,246,422 467,208 0.05% 0.1% 10 -865,154 -40.97% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,049,196 409,559 0.03% 0.03% 11 +87,784 9.13% Q4 2025 Feb 09, 2026
Sachem Head Capital Management LP History Added to 1,000,000 374,840 8.79% 6.97% 12 +420,000 72.41% Q4 2025 Feb 13, 2026
Capital World Investors History No change 774,999 290,500 0.04% 0.05% 13 0 0.0% Q4 2025 Feb 11, 2026
FMR LLC History Reduced 645,353 241,904 0.01% 0.03% 14 -516,401 -44.45% Q4 2025 Feb 17, 2026
OAKTREE CAPITAL MANAGEMENT LP History Added to 631,117 236,567 3.37% 2.33% 15 +275,000 77.22% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 615,742 230,804 0.03% 0.06% 16 -300,458 -32.79% Q4 2025 Feb 17, 2026
NORGES BANK History New 602,736 225,929 0.02% 17 +602,736 New Q4 2025 Feb 10, 2026
CARRONADE CAPITAL MANAGEMENT, LP History Added to 577,239 216,372 2.96% 5.51% 18 +16,496 2.94% Q4 2025 Feb 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 569,399 213,433 0.6% 0.75% 19 -110,298 -16.23% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Reduced 437,423 163,964 0.01% 0.01% 20 -52,140 -10.65% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 403,079 151,090 0.08% 0.07% 21 +60,165 17.55% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 393,615 147,542 0.01% 0.01% 22 -70,246 -15.14% Q4 2025 Feb 11, 2026
Two Seas Capital LP History Added to 391,974 146,927 3.03% 1.82% 23 +125,086 46.87% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 369,098 138,352 0.02% 0.02% 24 +14,513 4.09% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 365,549 137,022 0.15% 25 +365,549 New Q4 2025 Feb 17, 2026
YACKTMAN ASSET MANAGEMENT LP History Reduced 360,000 134,942 1.89% 2.11% 26 -100 -0.03% Q4 2025 Feb 03, 2026
MILLENNIUM MANAGEMENT LLC History Added to 353,899 132,655 0.06% 0.01% 27 +321,166 981.17% Q4 2025 Feb 17, 2026
Capital Research Global Investors History Reduced 335,377 125,712 0.02% 0.03% 28 -36,057 -9.71% Q4 2025 Feb 11, 2026
Clearbridge Investments, LLC History Added to 321,058 120,345 0.1% 0.08% 29 +60,941 23.43% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 315,497 118,260 0.05% 0.05% 30 +106,840 51.2% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Reduced 311,978 116,941 0.01% 0.02% 31 -7,981 -2.49% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 285,410 113,230 0.18% 0.23% 32 -45,793 -13.83% Q4 2025 Jan 15, 2026
Bank of New York Mellon Corp History Reduced 298,935 112,052 0.02% 0.03% 33 -77,627 -20.61% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Reduced 295,396 110,726 0.02% 0.03% 34 -212,513 -41.84% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History Reduced 279,523 104,776 0.1% 0.14% 35 -52,760 -15.88% Q4 2025 Jan 29, 2026
Atalan Capital Partners, LP History Reduced 279,315 104,698 7.45% 9.47% 36 -39,685 -12.44% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Reduced 278,902 104,543 0.06% 0.07% 37 -2,757 -0.98% Q4 2025 Jan 30, 2026
Deltroit Asset Management (UK) LLP History New 275,000 103,081 15.0% 38 +275,000 New Q4 2025 Feb 11, 2026
Bridgewater Associates, LP History Added to 265,244 99,424 0.36% 0.25% 39 +116,575 78.41% Q4 2025 Feb 13, 2026
Glendon Capital Management LP History No change 264,942 99,310 5.91% 6.15% 40 0 0.0% Q4 2025 Feb 12, 2026
Assenagon Asset Management S.A. History Added to 264,193 99,030 0.14% 0.14% 41 +17,846 7.24% Q4 2025 Jan 09, 2026
Squarepoint Ops LLC History Added to 263,153 98,640 0.1% 0.09% 42 +53,153 25.31% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Reduced 263,000 98,582 0.04% 0.05% 43 -33,400 -11.27% Q4 2025 Jan 29, 2026
UBS Group AG History Added to 257,215 96,414 0.02% 0.01% 44 +101,459 65.14% Q4 2025 Jan 29, 2026
Bornite Capital Management LP History Added to 206,000 77,217 7.54% 6.16% 45 +50,000 32.05% Q4 2025 Feb 13, 2026
MAPLELANE CAPITAL, LLC History Reduced 189,000 70,375 2.48% 2.91% 46 -97,000 -33.92% Q4 2025 Feb 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 181,665 68,095 0.06% 0.02% 47 +139,580 331.66% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 168,491 63,154 0.06% 0.08% 48 +3,042 1.84% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 162,788 61,019 0.04% 49 +162,788 New Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 161,851 60,668 0.0% 0.0% 50 +27,023 20.04% Q4 2025 Feb 17, 2026
Blue Grotto Capital, LLC History New 160,163 60,035 6.17% 51 +160,163 New Q4 2025 Feb 17, 2026
TRAN CAPITAL MANAGEMENT, L.P. History Reduced 160,045 59,991 7.19% 8.23% 52 -1,767 -1.09% Q4 2025 Jan 20, 2026
Capital International Investors History Reduced 157,912 59,191 0.01% 0.01% 53 -1,944 -1.22% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Added to 157,607 59,077 0.08% 0.08% 54 +4,821 3.16% Q4 2025 Feb 13, 2026
Value Aligned Research Advisors, LLC History Reduced 157,347 58,979 0.59% 2.31% 55 -287,692 -64.64% Q4 2025 Feb 17, 2026
Attestor Capital Ltd History New 143,838 53,916 25.46% 56 +143,838 New Q4 2025 Feb 20, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 143,378 53,743 0.01% 0.01% 57 +60,048 72.06% Q4 2025 Feb 17, 2026
Newbrook Capital Advisors LP History Reduced 140,991 52,849 6.63% 8.41% 58 -20,647 -12.77% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 138,613 51,957 0.18% 0.37% 59 -120,862 -46.58% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 136,800 51,278 0.09% 0.17% 60 -84,200 -38.1% Q4 2025 Feb 12, 2026
PointState Capital LP History Reduced 135,870 50,929 0.75% 3.38% 61 -396,987 -74.5% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 134,342 50,356 0.03% 0.03% 62 +23,238 20.92% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 134,255 50,324 0.02% 63 +134,255 New Q4 2025 Jan 22, 2026
FIL Ltd History Reduced 134,134 50,278 0.04% 0.06% 64 -44,577 -24.94% Q4 2025 Feb 17, 2026
Clearline Capital LP History Added to 133,827 50,163 2.47% 0.53% 65 +106,778 394.76% Q4 2025 Feb 17, 2026
Two Creeks Capital Management, LP History Reduced 132,962 49,839 4.09% 4.43% 66 -11,851 -8.18% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 125,000 46,855 0.07% 0.14% 67 -87,700 -41.23% Q4 2025 Feb 13, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 124,596 46,730 0.73% 0.78% 68 +12,837 11.49% Q4 2025 Feb 13, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History Added to 124,227 46,565 0.19% 0.22% 69 +1,149 0.93% Q4 2025 Feb 11, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 123,521 46,300 0.49% 0.56% 70 -6,776 -5.2% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 121,544 45,557 0.01% 71 +121,544 New Q4 2025 Feb 17, 2026
TREMBLANT CAPITAL GROUP History New 120,947 45,335 1.16% 72 +120,947 New Q4 2025 Feb 17, 2026
TCW GROUP INC History New 120,225 45,065 0.32% 73 +120,225 New Q4 2025 Feb 17, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Added to 117,200 43,931 2.52% 2.56% 74 +11,300 10.67% Q4 2025 Jan 27, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Added to 116,701 43,744 0.56% 0.55% 75 +16,098 16.0% Q4 2025 Feb 17, 2026
LMR Partners LLP History Added to 116,017 43,487 0.08% 0.0% 76 +115,017 11501.7% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 114,923 43,077 0.01% 0.01% 77 -38,539 -25.11% Q4 2025 Feb 13, 2026
OnyxPoint Global Management LP History Added to 114,363 42,867 11.93% 5.47% 78 +11,429 11.1% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 113,072 42,383 0.03% 0.04% 79 -23,046 -16.93% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 112,358 42,116 0.03% 0.04% 80 -7,756 -6.46% Q4 2025 Feb 13, 2026
Arosa Capital Management LP History Added to 110,000 41,232 5.18% 9.72% 81 +5,943 5.71% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 109,456 41,028 0.04% 0.01% 82 +79,092 260.48% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 108,390 40,628 0.0% 0.01% 83 -29,099 -21.16% Q4 2025 Mar 25, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 106,371 39,880 0.01% 0.01% 84 +20,997 24.59% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 105,848 39,676 0.05% 0.05% 85 +4,407 4.34% Q4 2025 Jan 30, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 100,928 37,831 0.15% 86 +100,928 New Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 98,235 36,822 0.02% 0.02% 87 -3,217 -3.17% Q4 2025 Feb 02, 2026
Owl Creek Asset Management, L.P. History Reduced 95,635 35,847 1.08% 1.57% 88 -20,496 -17.65% Q4 2025 Feb 17, 2026
APIS CAPITAL ADVISORS, LLC History Added to 87,200 32,686 5.7% 7.18% 89 +10,800 14.14% Q4 2025 Feb 17, 2026
Progeny 3, Inc. History No change 86,500 32,423 1.75% 1.9% 90 0 0.0% Q4 2025 Feb 17, 2026
Charter Oak Advisors LP History Reduced 85,244 31,952 26.86% 36.11% 91 -151,336 -63.97% Q4 2025 Feb 13, 2026
LOOMIS SAYLES & CO L P History Reduced 85,236 31,949 0.04% 0.05% 92 -21,551 -20.18% Q4 2025 Feb 12, 2026
PEAK6 LLC History Reduced 84,602 31,712 0.06% 0.09% 93 -67,700 -44.45% Q4 2025 Mar 12, 2026
Nuveen, LLC History Added to 82,578 30,953 0.01% 0.01% 94 +768 0.94% Q4 2025 Feb 12, 2026
Potrero Capital Research LLC History Reduced 77,500 29,050 9.78% 9.13% 95 -108,998 -58.44% Q4 2025 Feb 17, 2026
Engle Capital Management, L.P. History Reduced 77,000 28,862 11.14% 12.65% 96 -7,338 -8.7% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 76,560 28,697 0.02% 0.02% 97 +1,560 2.08% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 76,494 28,673 0.01% 0.01% 98 +21,550 39.22% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 75,888 28,445 0.01% 0.04% 99 -372,939 -83.09% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 75,859 28,434 0.02% 0.02% 100 +2,444 3.33% Q4 2025 Feb 12, 2026
Jefferies Financial Group Inc. History Added to 75,842 28,428 0.15% 0.0% 101 +74,711 6605.75% Q4 2025 Feb 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 75,594 28,336 0.0% 0.01% 102 -35,122 -31.72% Q4 2025 Feb 17, 2026
Portolan Capital Management, LLC History Reduced 74,984 28,107 1.51% 2.18% 103 -19,733 -20.83% Q4 2025 Feb 17, 2026
SELDON CAPITAL LP History No change 70,864 26,562 9.2% 10.59% 104 0 0.0% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 69,511 26,055 0.01% 0.02% 105 -13,189 -15.95% Q4 2025 Feb 11, 2026
Amundi History Added to 69,320 25,983 0.01% 0.0% 106 +33,430 93.15% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 67,219 25,196 0.04% 0.15% 107 -176,488 -72.42% Q4 2025 Feb 17, 2026
Forest Avenue Capital Management LP History New 66,880 25,069 1.65% 108 +66,880 New Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 66,065 24,763 0.01% 0.01% 109 +13,476 25.63% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 65,672 24,616 0.01% 0.01% 110 -4,837 -6.86% Q4 2025 Feb 13, 2026
GARNET EQUITY CAPITAL HOLDINGS, INC. History No change 64,537 24,191 3.17% 10.21% 111 0 0.0% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 64,402 24,140 0.01% 0.01% 112 +9,579 17.47% Q4 2025 Feb 17, 2026
Philosophy Capital Management LLC History Reduced 60,759 22,774 1.04% 3.49% 113 -139,241 -69.62% Q4 2025 Feb 17, 2026
P SCHOENFELD ASSET MANAGEMENT LP History Reduced 60,078 22,519 7.96% 21.3% 114 -207,486 -77.55% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 59,982 22,483 0.08% 0.1% 115 +5,041 9.18% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 58,488 21,923 0.02% 0.03% 116 -22,839 -28.08% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 58,287 21,848 0.01% 0.02% 117 -92,289 -61.29% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 58,140 21,819 0.01% 0.01% 118 +264 0.46% Q4 2025 Feb 18, 2026
BW Gestao de Investimentos Ltda. History New 58,077 21,769 0.49% 119 +58,077 New Q4 2025 Feb 10, 2026
Man Group plc History Reduced 56,710 21,257 0.04% 0.09% 120 -67,812 -54.46% Q4 2025 Feb 17, 2026
Rokos Capital Management LLP History No change 56,052 21,016 0.08% 0.1% 121 0 0.0% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 56,059 21,013 0.01% 0.04% 122 -152,668 -73.14% Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Reduced 55,300 20,728 0.18% 0.1% 123 -2,200 -3.83% Q4 2025 Feb 11, 2026
Artemis Investment Management LLP History Reduced 55,114 20,658 0.25% 0.77% 124 -91,207 -62.33% Q4 2025 Feb 02, 2026
Retirement Systems of Alabama History Reduced 54,832 20,553 0.07% 0.08% 125 -404 -0.73% Q4 2025 Jan 15, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 54,043 20,257 0.35% 0.5% 126 -10,213 -15.89% Q4 2025 Jan 27, 2026
Aventail Capital Group, LP History Added to 52,586 19,711 1.14% 1.02% 127 +1,097 2.13% Q4 2025 Feb 17, 2026
River Road Asset Management, LLC History Reduced 51,895 19,452 0.21% 0.88% 128 -133,170 -71.96% Q4 2025 Feb 24, 2026
TORONTO DOMINION BANK History New 51,001 19,117 0.03% 129 +51,001 New Q4 2025 Feb 17, 2026
CastleKnight Management LP History Added to 50,900 19,079 0.42% 0.29% 130 +16,800 49.27% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 50,723 19,013 0.07% 0.12% 131 -18,289 -26.5% Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 50,389 18,887 0.27% 0.56% 132 -44,539 -46.92% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 49,700 18,629 0.06% 0.11% 133 -20,300 -29.0% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 49,198 18,441 0.02% 0.01% 134 +17,998 57.69% Q4 2025 Feb 11, 2026
Freestone Grove Partners LP History Added to 48,954 18,349 0.13% 0.0% 135 +48,284 7206.57% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Added to 45,600 17,092 0.03% 0.01% 136 +24,900 120.29% Q4 2025 Feb 17, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Added to 45,250 16,961 0.17% 0.16% 137 +4,770 11.78% Q4 2025 Jan 15, 2026
GLENVIEW CAPITAL MANAGEMENT, LLC History New 43,761 16,403 0.33% 138 +43,761 New Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 42,313 15,860 0.12% 0.12% 139 +10,884 34.63% Q4 2025 Feb 11, 2026
Atika Capital Management LLC History Reduced 42,100 15,780 1.66% 2.37% 140 -27,200 -39.25% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 40,056 15,014 0.03% 0.03% 141 +5,799 16.93% Q4 2025 Feb 05, 2026
CLEARFIELD CAPITAL MANAGEMENT LP History Reduced 39,100 14,656 6.57% 11.58% 142 -6,400 -14.07% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 37,609 14,097 0.0% 0.0% 143 -1,305 -3.35% Q4 2025 Feb 10, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Reduced 37,231 13,955 0.18% 0.22% 144 -2,029 -5.17% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 36,894 13,829 0.01% 0.02% 145 -51 -0.14% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 36,496 13,680 0.02% 0.02% 146 +3,170 9.51% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History Reduced 34,048 13,386 0.14% 0.17% 147 -53 -0.16% Q4 2025 Jan 26, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 35,254 13,214 0.1% 0.11% 148 +4,885 16.09% Q4 2025 Jan 14, 2026
Genoa Capital Gestora de Recursos Ltda. History New 35,126 13,166 6.02% 149 +35,126 New Q4 2025 Jan 27, 2026
Parkwood LLC History New 34,964 13,106 1.01% 150 +34,964 New Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 33,355 12,503 0.02% 0.03% 151 +2,600 8.45% Q4 2025 Jan 30, 2026
Walleye Capital LLC History Reduced 32,236 12,083 0.04% 0.08% 152 -18,416 -36.36% Q4 2025 Feb 13, 2026
ING GROEP NV History New 30,800 11,545 0.07% 153 +30,800 New Q4 2025 Feb 11, 2026
Empowered Funds, LLC History Added to 30,489 11,428 0.19% 0.07% 154 +13,586 80.38% Q4 2025 Feb 18, 2026
NOMURA HOLDINGS INC History Added to 29,889 11,203 0.01% 0.0% 155 +27,930 1425.73% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 29,053 10,890 0.01% 0.01% 156 +6,504 28.84% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 28,365 10,632 0.0% 0.0% 157 +8,136 40.22% Q4 2025 Feb 13, 2026
Boston Partners History Added to 28,104 10,535 0.01% 0.01% 158 +14,491 106.45% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 28,107 10,535 0.01% 0.01% 159 -5,722 -16.91% Q4 2025 Feb 13, 2026
Arrow Capital Management, LLC History New 28,044 10,512 6.11% 160 +28,044 New Q4 2025 Feb 23, 2026
Sourcerock Group LLC History New 28,000 10,495 0.59% 161 +28,000 New Q4 2025 Feb 13, 2026
Dilation Capital Management LP History Added to 27,632 10,357 4.76% 2.53% 162 +15,635 130.32% Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Reduced 27,521 10,228 0.32% 0.39% 163 -338 -1.21% Q4 2025 Jan 23, 2026
STIFEL FINANCIAL CORP History Reduced 26,625 9,980 0.01% 0.01% 164 -670 -2.45% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 26,550 9,952 0.02% 0.03% 165 -1,395 -4.99% Q4 2025 Feb 17, 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History New 26,225 9,830 13.59% 166 +26,225 New Q4 2025 Mar 04, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 26,054 9,766 0.03% 0.0% 167 +24,452 1526.34% Q4 2025 Jan 26, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 25,285 9,477 0.01% 168 +25,285 New Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History New 25,212 9,445 0.01% 169 +25,212 New Q4 2025 Feb 13, 2026
Yost Capital Management, LP History Reduced 25,059 9,393 13.63% 15.54% 170 -5,000 -16.63% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 24,700 9,258 0.01% 0.01% 171 0 0.0% Q4 2025 Feb 12, 2026
Clark Capital Management Group, Inc. History Added to 24,635 9,234 0.06% 0.04% 172 +10,979 80.4% Q4 2025 Feb 17, 2026
RWC Asset Management LLP History Added to 24,541 9,198 0.45% 0.37% 173 +6,344 34.86% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History Added to 24,249 9,192 0.0% 0.0% 174 +23,299 2452.53% Q4 2025 Mar 20, 2026
MARSHALL WACE, LLP History New 24,046 9,013 0.01% 175 +24,046 New Q4 2025 Feb 13, 2026
Merewether Investment Management, LP History Reduced 23,908 8,961 0.21% 2.45% 176 -217,251 -90.09% Q4 2025 Feb 17, 2026
Munro Partners History New 23,125 8,668 0.23% 177 +23,125 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 22,320 8,366 0.04% 0.05% 178 -1,157 -4.93% Q4 2025 Feb 12, 2026
Stenham Asset Management Ltd History New 21,500 8,059 4.02% 179 +21,500 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 20,845 7,814 0.06% 0.06% 180 -223 -1.06% Q4 2025 Feb 05, 2026
Steamboat Capital Partners, LLC History Added to 20,543 7,700 2.11% 1.74% 181 +4,866 31.04% Q4 2025 Feb 17, 2026
Purpose Unlimited Inc. History New 20,269 7,597 0.35% 182 +20,269 New Q4 2025 Mar 20, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 19,558 7,331 0.01% 0.01% 183 +7,501 62.21% Q4 2025 Jan 28, 2026
Quadrature Capital Ltd History New 19,467 7,297 0.07% 184 +19,467 New Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 19,316 7,240 0.06% 0.07% 185 -746 -3.72% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 19,015 7,127 0.07% 0.09% 186 -2,083 -9.87% Q4 2025 Feb 10, 2026
Treasurer of the State of North Carolina History Reduced 19,009 7,125 0.02% 0.03% 187 -1,381 -6.77% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 18,106 7,118 0.15% 0.17% 188 +274 1.54% Q4 2025 Jan 26, 2026
Fund 1 Investments, LLC History New 18,500 6,934 0.85% 189 +18,500 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 18,379 6,889 0.01% 0.0% 190 +9,091 97.88% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Reduced 18,244 6,838 0.03% 0.04% 191 -392 -2.1% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 19,565 6,815 0.02% 0.03% 192 -264 -1.33% Q4 2025 Feb 18, 2026
NewEdge Advisors, LLC History Added to 19,259 6,564 0.02% 0.0% 193 +18,666 3147.72% Q4 2025 Feb 18, 2026
JANUS HENDERSON GROUP PLC History Added to 17,449 6,544 0.0% 0.0% 194 +640 3.81% Q4 2025 Feb 17, 2026
Sagefield Capital LP History Reduced 16,189 6,068 0.51% 0.97% 195 -4,112 -20.26% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 16,162 6,058 0.01% 0.01% 196 +2,954 22.37% Q4 2025 Feb 17, 2026
LONESTAR CAPITAL MANAGEMENT LLC History New 16,000 5,997 0.96% 197 +16,000 New Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Added to 15,893 5,957 0.01% 0.0% 198 +12,388 353.44% Q4 2025 Feb 12, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History Reduced 15,761 5,907 0.13% 0.15% 199 -190 -1.19% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Reduced 15,414 5,777 0.43% 0.51% 200 -302 -1.92% Q4 2025 Jan 29, 2026
Concentric Capital Strategies, LP History Reduced 15,122 5,668 0.27% 0.44% 201 -8,100 -34.88% Q4 2025 Feb 17, 2026
Altshuler Shaham Ltd History Reduced 14,863 5,571 0.08% 0.12% 202 -2,589 -14.83% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 14,772 5,537 0.01% 0.0% 203 +13,995 1801.16% Q4 2025 Feb 13, 2026
Artisan Partners Limited Partnership History New 14,261 5,345 0.01% 204 +14,261 New Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 14,105 5,287 0.08% 0.01% 205 +11,287 400.53% Q4 2025 Feb 02, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 14,000 5,248 0.04% 0.04% 206 +1,900 15.7% Q4 2025 Jan 29, 2026
Hartree Partners, LP History Added to 14,000 5,247 1.9% 1.61% 207 +3,000 27.27% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 13,981 5,240 0.02% 0.02% 208 +681 5.12% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 13,819 5,179 0.02% 0.02% 209 -492 -3.44% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 13,669 5,123 0.02% 0.09% 210 -41,170 -75.07% Q4 2025 Jan 29, 2026
Schonfeld Strategic Advisors LLC History Reduced 13,590 5,094 0.02% 0.07% 211 -14,583 -51.76% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 14,181 5,057 0.06% 0.07% 212 -249 -1.73% Q4 2025 Jan 21, 2026
State of New Jersey Common Pension Fund D History Reduced 13,383 5,016 0.02% 0.02% 213 -237 -1.74% Q4 2025 Jan 30, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 13,300 4,985 0.01% 249.23% 214 -112,900 -89.46% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 13,107 4,913 0.06% 0.06% 215 +350 2.74% Q4 2025 Feb 02, 2026
Candelo Capital Management LP History Added to 12,600 4,722 4.21% 3.26% 217 +3,700 41.57% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 12,600 4,722 0.08% 0.09% 216 -100 -0.79% Q4 2025 Jan 16, 2026
Advisors Asset Management, Inc. History Added to 12,256 4,594 0.08% 0.06% 218 +4,323 54.49% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 12,113 4,540 0.0% 0.0% 219 -409 -3.27% Q4 2025 Feb 17, 2026
Zweig-DiMenna Associates LLC History New 12,100 4,535 0.28% 220 +12,100 New Q4 2025 Feb 10, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 11,900 4,460 0.95% 0.86% 221 +1,800 17.82% Q4 2025 Jan 15, 2026
Janney Montgomery Scott LLC History Added to 11,629 4,359 0.01% 0.01% 222 +89 0.77% Q4 2025 Feb 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 11,433 4,285 0.02% 0.03% 223 -292 -2.49% Q4 2025 Feb 10, 2026
Riggs Asset Managment Co. Inc. History Added to 11,340 4,250 0.86% 0.97% 224 +821 7.8% Q4 2025 Jan 29, 2026
O'Brien Greene & Co. Inc History Reduced 11,076 4,151 1.23% 1.69% 225 -1,869 -14.44% Q4 2025 Feb 05, 2026
Itau Unibanco Holding S.A. History Added to 11,042 4,138 0.1% 0.0% 226 +10,991 21550.98% Q4 2025 Feb 13, 2026
KP Management LLC History New 11,000 4,123 1.14% 227 +11,000 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Reduced 10,860 4,070 0.0% 0.01% 228 -18 -0.17% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 10,855 4,068 0.02% 0.03% 229 -574 -5.02% Q4 2025 Jan 28, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 10,800 4,048 0.02% 0.02% 230 -100 -0.92% Q4 2025 Jan 29, 2026
Jain Global LLC History Added to 10,251 3,842 0.02% 0.01% 231 +4,049 65.29% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 10,223 3,831 0.04% 0.06% 232 +39 0.38% Q4 2025 Feb 05, 2026
STRS OHIO History Reduced 10,087 3,781 0.01% 0.04% 233 -16,998 -62.76% Q4 2025 Feb 02, 2026
Ripple Effect Asset Management LP History Reduced 10,000 3,748 1.07% 7.56% 234 -80,960 -89.01% Q4 2025 Feb 13, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 9,854 3,693 0.88% 0.92% 235 +495 5.29% Q4 2025 Feb 13, 2026
Alphadyne Asset Management LP History New 9,656 3,619 0.08% 236 +9,656 New Q4 2025 Feb 17, 2026
SPX Gestao de Recursos Ltda History Reduced 9,490 3,557 0.36% 2.36% 237 -57,140 -85.76% Q4 2025 Feb 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 9,400 3,523 0.11% 0.12% 238 0 0.0% Q4 2025 Feb 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 9,280 3,478 0.02% 0.0% 239 +8,680 1446.67% Q4 2025 Feb 04, 2026
Williams Jones Wealth Management, LLC. History Added to 9,276 3,477 0.04% 0.04% 240 +830 9.83% Q4 2025 Feb 13, 2026
Lombard Odier Asset Management (USA) Corp History Added to 9,101 3,411 0.32% 0.13% 241 +4,575 101.08% Q4 2025 Feb 17, 2026
VMS Asset Management Limited History New 9,092 3,408 1.31% 242 +9,092 New Q4 2025 Feb 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 9,079 3,403 0.04% 0.05% 243 -100 -1.09% Q4 2025 Feb 04, 2026
D. E. Shaw & Co., Inc. History Reduced 8,660 3,246 0.0% 0.01% 244 -13,834 -61.5% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 8,524 3,195 0.11% 0.1% 245 +146 1.74% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 8,413 3,153 0.01% 0.01% 246 +814 10.71% Q4 2025 Jan 27, 2026
Ameritas Investment Partners, Inc. History Reduced 8,373 3,138 0.1% 0.11% 247 -191 -2.23% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Added to 8,243 3,089 0.01% 0.01% 248 +689 9.12% Q4 2025 Mar 16, 2026
Pacer Advisors, Inc. History Added to 8,238 3,087 0.01% 0.01% 249 +2,168 35.72% Q4 2025 Feb 24, 2026
CASTLEARK MANAGEMENT LLC History Added to 8,070 3,024 0.09% 0.09% 250 +660 8.91% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 7,908 2,964 0.01% 0.01% 251 -1,511 -16.04% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History Added to 7,900 2,961 0.01% 0.0% 252 +7,000 777.78% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 7,708 2,889 0.0% 0.0% 253 +1,515 24.46% Q4 2025 Feb 17, 2026
Union Bancaire Privee, UBP SA History Reduced 9,092 2,725 0.03% 0.07% 254 -5,204 -36.4% Q4 2025 Jan 05, 2026
OSAIC HOLDINGS, INC. History Added to 7,177 2,701 0.0% 0.0% 255 +217 3.12% Q4 2025 Feb 17, 2026
Entropy Technologies, LP History Added to 7,117 2,667 0.14% 0.22% 256 +341 5.03% Q4 2025 Feb 13, 2026
ExodusPoint Capital Management, LP History New 7,111 2,665 0.02% 257 +7,111 New Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 7,030 2,635 0.0% 0.0% 258 +1,708 32.09% Q4 2025 Feb 02, 2026
De Lisle Partners LLP History Reduced 7,000 2,625 0.34% 0.53% 259 -3,200 -31.37% Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Reduced 6,708 2,514 0.05% 0.26% 260 -18,733 -73.63% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 6,454 2,419 0.01% 0.0% 261 +4,777 284.85% Q4 2025 Jan 29, 2026
Aperture Investors, LLC History Added to 6,285 2,355 0.27% 0.29% 262 +1,269 25.3% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 6,273 2,351 0.05% 263 +6,273 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 6,183 2,317 0.0% 0.01% 264 +1,588 34.56% Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 6,125 2,295 0.1% 0.05% 265 +3,286 115.74% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 6,103 2,287 0.01% 0.0% 266 +1,949 46.92% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 6,057 2,270 0.02% 0.01% 267 +3,059 102.03% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 6,024 2,257 0.01% 0.01% 268 +601 11.08% Q4 2025 Feb 12, 2026
SANDLER CAPITAL MANAGEMENT History Added to 5,928 2,222 0.73% 0.63% 269 +915 18.25% Q4 2025 Feb 17, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 5,871 2,200 0.03% 0.05% 270 -1,338 -18.56% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 5,865 2,198 0.0% 0.0% 271 +1,402 31.41% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Added to 5,862 2,197 0.05% 0.05% 272 +21 0.36% Q4 2025 Feb 02, 2026
Marnell Management LLC History New 5,760 2,159 1.05% 273 +5,760 New Q4 2025 Feb 13, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Added to 5,741 2,151 0.3% 0.13% 274 +3,572 164.68% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 5,472 2,051 0.04% 0.06% 275 -1,233 -18.39% Q4 2025 Feb 19, 2026
FORA Capital, LLC History Added to 5,465 2,048 0.25% 0.23% 276 +2,368 76.46% Q4 2025 Feb 13, 2026
BlueCrest Capital Management Ltd History New 5,436 2,037 0.06% 277 +5,436 New Q4 2025 Feb 17, 2026
AXQ CAPITAL, LP History New 5,430 2,035 0.46% 278 +5,430 New Q4 2025 Feb 10, 2026
Colonial River Investments, LLC History Reduced 5,425 2,033 0.72% 1.05% 279 -1,280 -19.09% Q4 2025 Feb 04, 2026
MACKENZIE FINANCIAL CORP History Reduced 5,043 1,907 0.0% 0.0% 280 -886 -14.94% Q4 2025 Feb 18, 2026
L2 Asset Management, LLC History Added to 5,082 1,904 0.25% 0.29% 281 +355 7.51% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 5,071 1,900 0.0% 0.0% 282 +364 7.73% Q4 2025 Feb 13, 2026
Dockside LLC History New 5,044 1,890 0.49% 283 +5,044 New Q4 2025 Feb 13, 2026
Hudson Bay Capital Management LP History Reduced 5,000 1,874 0.01% 0.04% 285 -20,004 -80.0% Q4 2025 Feb 13, 2026
MARINER INVESTMENT GROUP LLC History New 5,000 1,874 0.11% 284 +5,000 New Q4 2025 Feb 25, 2026
SUMMIT SECURITIES GROUP LLC History New 5,000 1,874 0.24% 286 +5,000 New Q4 2025 Feb 17, 2026
Union Square Park Capital Management, LLC History No change 5,000 1,874 0.9% 0.76% 287 0 0.0% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History No change 4,880 1,829 0.04% 0.05% 288 0 0.0% Q4 2025 Feb 12, 2026
CenterBook Partners LP History Added to 4,699 1,761 0.09% 0.04% 289 +3,013 178.71% Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History Reduced 4,588 1,719 0.02% 0.02% 290 -340 -6.9% Q4 2025 Jan 23, 2026
ALGERT GLOBAL LLC History Reduced 4,570 1,713 0.03% 0.1% 291 -9,690 -67.95% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Added to 4,525 1,696 0.11% 0.13% 292 +275 6.47% Q4 2025 Feb 10, 2026
FEDERATED HERMES, INC. History Added to 4,466 1,674 0.0% 0.0% 293 +385 9.43% Q4 2025 Feb 12, 2026
Vennlight Capital Management, LP History Reduced 4,440 1,664 1.76% 7.12% 294 -8,425 -65.49% Q4 2025 Feb 17, 2026
CLOVERFIELDS CAPITAL GROUP, LP History No change 4,367 1,636 0.51% 0.58% 295 0 0.0% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 4,337 1,625 0.0% 0.0% 296 -351 -7.49% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Reduced 4,306 1,614 0.0% 0.0% 297 -828 -16.13% Q4 2025 Feb 11, 2026
XPONANCE LLC History Reduced 4,219 1,581 0.01% 0.02% 298 -800 -15.94% Q4 2025 Feb 12, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 4,200 1,574 0.38% 299 +4,200 New Q4 2025 Feb 02, 2026
WINTON GROUP Ltd History Reduced 4,132 1,548 0.05% 0.24% 300 -11,152 -72.97% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,990 1,496 0.01% 0.01% 301 0 0.0% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 3,923 1,470 0.01% 0.01% 302 +462 13.35% Q4 2025 Feb 12, 2026
Cassaday & Co Wealth Management LLC History Added to 3,900 1,461 0.03% 0.02% 303 +1,400 56.0% Q4 2025 Feb 03, 2026
Convergence Investment Partners, LLC History New 3,891 1,458 0.29% 304 +3,891 New Q4 2025 Feb 05, 2026
Orion Porfolio Solutions, LLC History Reduced 3,818 1,431 0.01% 0.02% 305 -799 -17.31% Q4 2025 Feb 12, 2026
Ninepoint Partners LP History New 3,764 1,410 0.16% 306 +3,764 New Q4 2025 Feb 17, 2026
Formidable Asset Management, LLC History Added to 3,348 1,396 0.2% 0.15% 307 +124 3.85% Q4 2025 Jan 16, 2026
Farther Finance Advisors, LLC History Reduced 3,643 1,365 0.01% 0.03% 308 -291 -7.4% Q4 2025 Jan 23, 2026
Summit Trail Advisors, LLC History Added to 3,616 1,355 0.02% 0.0% 309 +3,007 493.76% Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 3,594 1,347 0.04% 310 +3,594 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 3,492 1,309 0.0% 0.0% 311 +331 10.47% Q4 2025 Feb 05, 2026
HighVista Strategies LLC History Reduced 3,488 1,307 0.34% 0.53% 312 -1,612 -31.61% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Reduced 3,487 1,307 0.01% 0.01% 313 -97 -2.71% Q4 2025 Jan 26, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 3,386 1,269 0.0% 0.0% 314 +1,922 131.28% Q4 2025 Jan 30, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 3,364 1,260 0.05% 0.04% 315 -117 -3.36% Q4 2025 Feb 04, 2026
Bank of Marin History Reduced 3,340 1,251 0.86% 1.08% 316 -259 -7.2% Q4 2025 Feb 17, 2026
NAVELLIER & ASSOCIATES INC History Reduced 3,234 1,212 0.14% 0.23% 317 -2,092 -39.28% Q4 2025 Feb 03, 2026
Atria Investments, Inc History Added to 3,231 1,211 0.01% 0.01% 318 +612 23.37% Q4 2025 Feb 05, 2026
ALPS ADVISORS INC History Added to 3,081 1,154 0.01% 0.01% 319 +900 41.27% Q4 2025 Feb 12, 2026
Interval Partners, LP History Added to 3,038 1,138 0.02% 0.01% 320 +1,619 114.09% Q4 2025 Feb 17, 2026
Caption Management, LLC History Reduced 2,977 1,115 0.01% 0.17% 321 -47,023 -94.05% Q4 2025 Feb 17, 2026
MidWestOne Financial Group, Inc. History Added to 2,963 1,110 0.12% 0.09% 322 +1,260 73.99% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Added to 2,927 1,097 0.02% 0.02% 323 +50 1.74% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 2,905 1,088 0.05% 0.05% 324 -21 -0.72% Q4 2025 Jan 27, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,864 1,073 0.0% 0.0% 325 +881 44.43% Q4 2025 Feb 17, 2026
South Dakota Investment Council History Reduced 2,860 1,072 0.02% 0.03% 326 -640 -18.29% Q4 2025 Feb 12, 2026
Morse Asset Management, Inc History Reduced 2,855 1,070 0.21% 0.24% 327 -10 -0.35% Q4 2025 Feb 03, 2026
Crossmark Global Holdings, Inc. History Added to 2,805 1,051 0.02% 0.02% 328 +326 13.15% Q4 2025 Feb 03, 2026
AGF MANAGEMENT LTD History Reduced 2,688 1,007 0.0% 0.01% 329 -2,575 -48.93% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 2,689 1,007 0.02% 0.02% 330 -116 -4.14% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 2,683 1,005 0.01% 331 +2,683 New Q4 2025 Feb 04, 2026
Kestra Investment Management, LLC History Reduced 2,668 1,000 0.02% 0.03% 332 -31 -1.15% Q4 2025 Feb 09, 2026
MML INVESTORS SERVICES, LLC History Added to 2,609 977 0.0% 0.0% 333 +221 9.25% Q4 2025 Feb 13, 2026
Creative Planning History Reduced 2,600 974 0.0% 0.0% 334 -31 -1.18% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 2,464 968 0.0% 0.0% 335 +918 59.38% Q4 2025 Jan 08, 2026
Vanguard Personalized Indexing Management, LLC History Added to 2,569 962 0.01% 0.01% 336 +240 10.3% Q4 2025 Feb 13, 2026
DG Capital Management, LLC History New 2,512 941 0.41% 337 +2,512 New Q4 2025 Feb 13, 2026
Pursuit Wealth Management LLC History New 2,492 934 0.8% 339 +2,492 New Q4 2025 Jan 26, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 2,492 934 0.06% 0.07% 338 -26 -1.03% Q4 2025 Feb 10, 2026
Impact Partnership Wealth, LLC History Added to 2,433 911 0.12% 0.1% 340 +836 52.35% Q4 2025 Feb 10, 2026
FirstWave Capital Management LLC History New 2,406 901 0.54% 341 +2,406 New Q4 2025 Feb 13, 2026
McLaughlin Asset Management, Inc. History New 2,402 900 0.81% 343 +2,402 New Q4 2025 Feb 20, 2026
WEDBUSH SECURITIES INC History Added to 2,400 900 0.03% 0.02% 342 +621 34.91% Q4 2025 Feb 12, 2026
Peak Planning Group, LLC History New 2,398 898 0.25% 345 +2,398 New Q4 2025 Feb 13, 2026
Utah Retirement Systems History No change 2,398 898 0.01% 0.01% 344 0 0.0% Q4 2025 Feb 17, 2026
Qsemble Capital Management, LP History New 2,385 893 0.07% 346 +2,385 New Q4 2025 Feb 05, 2026
Northwest & Ethical Investments L.P. History Added to 2,328 882 0.02% 0.02% 347 +78 3.47% Q4 2025 Feb 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 2,344 878 0.24% 0.24% 348 +514 28.09% Q4 2025 Feb 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History New 2,330 873 0.01% 349 +2,330 New Q4 2025 Feb 10, 2026
PINEBRIDGE INVESTMENTS LLC History New 2,318 868 0.01% 350 +2,318 New Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 2,222 832 0.01% 0.0% 351 +1,804 431.58% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Added to 2,217 831 0.0% 0.0% 352 +329 17.43% Q4 2025 Jan 09, 2026
Maryland State Retirement & Pension System History No change 2,205 826 0.02% 0.02% 353 0 0.0% Q4 2025 Feb 17, 2026
Red Door Wealth Management, LLC History Added to 2,191 821 0.09% 0.1% 354 +47 2.19% Q4 2025 Jan 20, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History New 2,179 816 0.1% 355 +2,179 New Q4 2025 Feb 13, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 2,140 802 0.47% 0.53% 356 -5 -0.23% Q4 2025 Jan 21, 2026
CX Institutional History No change 2,137 801 0.02% 0.03% 357 0 0.0% Q4 2025 Feb 02, 2026
HighTower Advisors, LLC History Reduced 2,134 799 0.0% 0.0% 358 -2,032 -48.78% Q4 2025 Feb 06, 2026
VAN ECK ASSOCIATES CORP History Added to 2,097 786 0.0% 0.0% 359 +1,120 114.64% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 2,030 760 0.0% 360 +2,030 New Q4 2025 Feb 10, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History Reduced 2,000 749 0.12% 0.23% 361 -1,240 -38.27% Q4 2025 Feb 17, 2026
Parcion Private Wealth LLC History Reduced 1,987 744 0.05% 0.05% 362 -7 -0.35% Q4 2025 Jan 26, 2026
M&T BANK CORP History Added to 1,984 743 0.0% 0.0% 363 +276 16.16% Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Reduced 1,956 733 0.02% 0.04% 364 -1,217 -38.35% Q4 2025 Feb 17, 2026
Oak Thistle LLC History New 1,954 732 0.1% 366 +1,954 New Q4 2025 Jan 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 1,955 732 0.0% 0.0% 365 +123 6.71% Q4 2025 Feb 11, 2026
Quarry LP History Added to 1,917 718 0.11% 0.12% 367 +619 47.69% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 1,906 714 0.0% 0.0% 368 +194 11.33% Q4 2025 Feb 17, 2026
OSSIAM History New 1,885 706 0.01% 369 +1,885 New Q4 2025 Feb 13, 2026
State of Wyoming History Reduced 1,862 697 0.08% 0.17% 371 -1,650 -46.98% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,862 697 0.0% 0.0% 370 +281 17.77% Q4 2025 Feb 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 1,844 691 0.0% 0.0% 372 -3,704 -66.76% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Reduced 1,833 687 0.0% 0.0% 373 -111 -5.71% Q4 2025 Feb 06, 2026
StoneX Group Inc. History Added to 1,775 665 0.03% 0.03% 374 +80 4.72% Q4 2025 Feb 12, 2026
Jump Financial, LLC History New 1,700 637 0.01% 375 +1,700 New Q4 2025 Feb 17, 2026
CWM, LLC History Added to 1,680 630 0.0% 0.0% 376 +57 3.51% Q4 2025 Jan 26, 2026
Integrated Wealth Concepts LLC History Reduced 1,622 607 0.01% 0.01% 377 -496 -23.42% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History New 1,610 603 0.03% 378 +1,610 New Q4 2025 Feb 17, 2026
Orchard Capital Management, LLC History No change 1,606 601 0.52% 0.59% 379 0 0.0% Q4 2025 Feb 12, 2026
North Dakota State Investment Board History New 1,595 597 0.02% 380 +1,595 New Q4 2025 Feb 05, 2026
CIBC Asset Management Inc History No change 1,575 590 0.0% 0.0% 381 0 0.0% Q4 2025 Feb 10, 2026
Crescent Grove Advisors, LLC History Added to 1,564 586 0.05% 0.04% 382 +491 45.76% Q4 2025 Feb 11, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 1,524 571 0.01% 0.01% 383 -49 -3.12% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 1,519 569 0.0% 0.01% 384 +6 0.4% Q4 2025 Feb 18, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 1,510 566 0.01% 0.01% 385 +10 0.67% Q4 2025 Feb 17, 2026
PenderFund Capital Management Ltd. History New 1,500 562 0.09% 386 +1,500 New Q4 2025 Feb 17, 2026
WORLD EQUITY GROUP, INC. History No change 1,486 557 0.16% 0.14% 387 0 0.0% Q4 2025 Jan 12, 2026
Goldstein Advisors, LLC History Added to 1,467 549 0.06% 0.08% 388 +12 0.82% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,440 539 0.0% 0.0% 389 -749 -34.22% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Reduced 1,442 528 0.01% 0.02% 390 -336 -18.9% Q4 2025 Jan 28, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 1,370 514 0.03% 0.03% 391 0 0.0% Q4 2025 Feb 03, 2026
POLEN CAPITAL MANAGEMENT LLC History Reduced 1,349 505 0.0% 0.01% 392 -2,683 -66.54% Q4 2025 Feb 12, 2026
Diversified Enterprises, LLC History Added to 1,320 494 0.03% 0.02% 393 +454 52.42% Q4 2025 Jan 28, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 1,281 480 0.0% 0.01% 394 -3,786 -74.72% Q4 2025 Jan 28, 2026
AlphaQuest LLC History Added to 1,278 479 0.03% 0.04% 395 +10 0.79% Q4 2025 Feb 09, 2026
ALTFEST L J & CO INC History Added to 1,259 471 0.05% 0.06% 396 +8 0.64% Q4 2025 Jan 23, 2026
Calydon Capital History New 1,235 462 0.08% 397 +1,235 New Q4 2025 Feb 17, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 1,230 461 0.0% 398 +1,230 New Q4 2025 Feb 02, 2026
&PARTNERS History Added to 1,223 458 0.0% 0.0% 399 +317 34.99% Q4 2025 Feb 17, 2026
Fifth Third Wealth Advisors LLC History Added to 1,216 455 0.02% 0.02% 400 +2 0.16% Q4 2025 Jan 15, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 1,192 446 0.0% 0.0% 401 -305 -20.37% Q4 2025 Feb 17, 2026
Per Stirling Capital Management, LLC. History Reduced 1,171 438 0.05% 0.07% 402 -229 -16.36% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 1,152 431 0.0% 403 +1,152 New Q4 2025 Feb 13, 2026
Summit Financial, LLC History Reduced 1,118 419 0.01% 0.01% 404 -300 -21.16% Q4 2025 Feb 13, 2026
Harvest Fund Management Co., Ltd History Reduced 1,105 414 0.02% 0.03% 405 -603 -35.3% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 1,102 413 0.0% 0.0% 406 -948 -46.24% Q4 2025 Feb 18, 2026
KBC Group NV History No change 1,099 412 0.0% 0.0% 407 0 0.0% Q4 2025 Jan 26, 2026
Vident Advisory, LLC History Added to 1,084 406 0.0% 0.0% 408 +205 23.32% Q4 2025 Feb 18, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 1,053 394 0.02% 0.02% 409 -16 -1.5% Q4 2025 Feb 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 1,034 387 0.02% 410 +1,034 New Q4 2025 Jan 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,028 385 0.13% 0.21% 411 +776 307.94% Q4 2025 Jan 20, 2026
PROFUND ADVISORS LLC History Added to 1,020 382 0.01% 0.01% 412 +1 0.1% Q4 2025 Feb 06, 2026
Sigma Planning Corp History Reduced 1,044 380 0.01% 0.01% 413 -71 -6.37% Q4 2025 Jan 30, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 1,009 378 0.01% 0.01% 414 +5 0.5% Q4 2025 Jan 23, 2026
Brevan Howard Capital Management LP History Reduced 1,000 374 0.0% 0.02% 416 -7,585 -88.35% Q4 2025 Feb 17, 2026
MEITAV INVESTMENT HOUSE LTD History New 1,000 374 0.0% 415 +1,000 New Q4 2025 Feb 10, 2026
Pallas Capital Advisors LLC History Reduced 996 373 0.01% 0.02% 417 -1 -0.1% Q4 2025 Jan 14, 2026
Values First Advisors, Inc. History Reduced 935 350 0.18% 0.24% 419 -106 -10.18% Q4 2025 Jan 30, 2026
Clearstead Advisors, LLC History Added to 936 350 0.0% 0.0% 418 +98 11.69% Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History New 920 344 0.0% 420 +920 New Q4 2025 Jan 29, 2026
Quantum Portfolio Management LLC History New 919 344 0.15% 421 +919 New Q4 2025 Feb 12, 2026
Atlatl Advisers LLC History No change 910 341 0.13% 0.15% 422 0 0.0% Q4 2025 Feb 09, 2026
Allegheny Financial Group History Reduced 906 339 0.05% 0.09% 423 -186 -17.03% Q4 2025 Feb 02, 2026
Sequent Planning LLC History New 886 332 0.08% 424 +886 New Q4 2025 Feb 05, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History New 852 319 0.05% 426 +852 New Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Added to 853 319 0.0% 0.0% 425 +112 15.11% Q4 2025 Feb 05, 2026
Cambria Investment Management, L.P. History New 848 317 0.02% 427 +848 New Q4 2025 Feb 17, 2026
Nicholas Wealth, LLC. History Added to 846 317 0.21% 0.26% 428 +11 1.32% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Added to 841 315 0.01% 0.01% 429 +38 4.73% Q4 2025 Feb 19, 2026
Polymer Capital Management (US) LLC History Reduced 827 309 0.03% 0.06% 430 -456 -35.54% Q4 2025 Feb 17, 2026
Omnitrust Wealth Management, Inc History New 819 306 0.39% 431 +819 New Q4 2025 Feb 11, 2026
JAG CAPITAL MANAGEMENT, LLC History Added to 814 305 0.03% 0.03% 432 +161 24.66% Q4 2025 Feb 06, 2026
Venturi Wealth Management, LLC History No change 813 304 0.01% 0.02% 433 0 0.0% Q4 2025 Jan 22, 2026
ALTA CAPITAL MANAGEMENT LLC/ History Added to 797 298 0.02% 0.02% 434 +95 13.53% Q4 2025 Feb 06, 2026
Strategic Blueprint, LLC History No change 795 297 0.02% 0.01% 435 0 0.0% Q4 2025 Jan 30, 2026
LAFFER TENGLER INVESTMENTS, INC. History New 791 296 0.04% 436 +791 New Q4 2025 Feb 12, 2026
B. Riley Wealth Advisors, Inc. History Added to 792 296 0.01% 0.02% 437 +5 0.64% Q4 2025 Feb 17, 2026
Forum Financial Management, LP History Added to 787 295 0.0% 0.0% 438 +70 9.76% Q4 2025 Jan 27, 2026
Spire Wealth Management History Added to 784 293 0.01% 0.01% 439 +172 28.1% Q4 2025 Jan 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 772 289 0.02% 0.03% 440 -166 -17.7% Q4 2025 Feb 12, 2026
Rafferty Asset Management, LLC History Reduced 768 287 0.0% 0.0% 441 -21 -2.66% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 760 284 0.01% 443 +760 New Q4 2025 Feb 09, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Reduced 760 284 0.02% 0.02% 442 -100 -11.63% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History Reduced 753 282 0.01% 0.02% 444 -80 -9.6% Q4 2025 Jan 27, 2026
OneAscent Investment Solutions LLC History Added to 746 279 0.3% 0.3% 445 +92 14.07% Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Added to 744 278 0.0% 0.0% 446 +25 3.48% Q4 2025 Jan 20, 2026
WPG Advisers, LLC History Added to 737 276 0.2% 0.15% 447 +268 57.14% Q4 2025 Jan 28, 2026
GeoWealth Management, LLC History Added to 729 273 0.01% 0.01% 448 +102 16.27% Q4 2025 Feb 17, 2026
Central Asset Investments & Management Holdings (HK) Ltd History Reduced 720 269 0.17% 1.71% 449 -6,075 -89.4% Q4 2025 Feb 05, 2026
Banco BTG Pactual S.A. History Added to 703 263 0.04% 0.04% 450 +5 0.72% Q4 2025 Feb 12, 2026
Congress Park Capital LLC History No change 700 262 0.08% 0.09% 451 0 0.0% Q4 2025 Jan 14, 2026
DnB Asset Management AS History Added to 694 260 0.0% 0.0% 453 +76 12.3% Q4 2025 Feb 05, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 694 260 0.01% 0.02% 452 -21 -2.94% Q4 2025 Feb 02, 2026
Avior Wealth Management, LLC History Reduced 689 258 0.01% 0.01% 454 -114 -14.2% Q4 2025 Jan 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 683 256 0.0% 455 +683 New Q4 2025 Feb 10, 2026
Daiwa Securities Group Inc. History Added to 671 252 0.0% 0.0% 456 +36 5.67% Q4 2025 Feb 11, 2026
Meriwether Wealth & Planning, LLC History Reduced 667 250 0.14% 0.17% 457 -45 -6.32% Q4 2025 Jan 14, 2026
Perigon Wealth Management, LLC History Reduced 666 249 0.0% 0.01% 458 -2 -0.3% Q4 2025 Jan 16, 2026
ELEVATUS WELATH MANAGEMENT History New 662 248 0.07% 459 +662 New Q4 2025 Jan 14, 2026
Baird Financial Group, Inc. History Reduced 657 246 0.0% 0.01% 460 -16,446 -96.16% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History New 645 245 0.01% 461 +645 New Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 652 244 0.0% 463 +652 New Q4 2025 Feb 18, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 653 244 0.02% 0.02% 462 +2 0.31% Q4 2025 Feb 06, 2026
NFJ INVESTMENT GROUP, LLC History New 643 241 0.01% 464 +643 New Q4 2025 Feb 13, 2026
Meeder Advisory Services, Inc. History Added to 622 233 0.01% 0.01% 465 +75 13.71% Q4 2025 Feb 11, 2026
OneAscent Financial Services LLC History New 614 230 0.02% 466 +614 New Q4 2025 Feb 11, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 612 229 0.0% 0.0% 467 -21 -3.32% Q4 2025 Feb 02, 2026
Pinnacle Holdings, LLC History Added to 609 228 0.08% 0.04% 468 +359 143.6% Q4 2025 Feb 12, 2026
LEVIN CAPITAL STRATEGIES, L.P. History New 600 224 0.02% 469 +600 New Q4 2025 Jan 30, 2026
HARBOUR INVESTMENTS, INC. History Reduced 595 223 0.0% 0.04% 470 -3,368 -84.99% Q4 2025 Feb 09, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 591 222 0.0% 0.0% 471 +198 50.38% Q4 2025 Feb 09, 2026
Family Manage LLC History Added to 594 222 0.03% 0.03% 472 +27 4.76% Q4 2025 Feb 17, 2026
Chicago Capital, LLC History New 591 221 0.01% 473 +591 New Q4 2025 Jan 26, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 587 220 0.12% 475 +587 New Q4 2025 Feb 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 587 220 0.0% 0.01% 474 -60 -9.27% Q4 2025 Jan 27, 2026
Penn Capital Management Company, LLC History Reduced 586 219 0.02% 0.02% 476 -4 -0.68% Q4 2025 Feb 09, 2026
SMART Wealth LLC History New 578 216 0.07% 479 +578 New Q4 2025 Jan 26, 2026
Vestmark Advisory Solutions, Inc. History New 577 216 0.0% 477 +577 New Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 577 216 0.01% 478 +577 New Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 569 213 0.01% 0.01% 480 +6 1.07% Q4 2025 Feb 02, 2026
Prosperity Financial Group, Inc. History Added to 563 211 0.08% 0.08% 481 +17 3.11% Q4 2025 Jan 26, 2026
Costello Asset Management, INC History Reduced 546 204 0.07% 0.09% 482 -92 -14.42% Q4 2025 Feb 03, 2026
EverSource Wealth Advisors, LLC History Added to 475 178 0.01% 0.01% 483 +55 13.1% Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History New 461 173 0.0% 484 +461 New Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 432 169 0.0% 485 +432 New Q4 2025 Feb 11, 2026
Banque Cantonale Vaudoise History Added to 450 169 0.01% 0.0% 486 +253 128.43% Q4 2025 Feb 06, 2026
SBI Okasan Asset Management Co.Ltd. History New 400 152 0.01% 487 +400 New Q4 2025 Feb 10, 2026
UMB Bank, n.a. History Added to 402 150 0.0% 0.0% 488 +68 20.36% Q4 2025 Feb 13, 2026
BROOKFIELD Corp /ON/ History New 349 130 0.0% 489 +349 New Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 346 129 0.0% 0.0% 490 +73 26.74% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 339 127 0.0% 0.0% 491 +76 28.9% Q4 2025 Feb 06, 2026
GAMMA Investing LLC History Added to 335 125 0.01% 0.0% 492 +140 71.79% Q4 2025 Jan 05, 2026
Allworth Financial LP History New 332 124 0.0% 493 +332 New Q4 2025 Feb 05, 2026
Caitong International Asset Management Co., Ltd History Added to 308 115 0.03% 0.0% 494 +300 3750.0% Q4 2025 Mar 03, 2026
Berbice Capital Management LLC History Added to 280 104 0.06% 0.06% 495 +45 19.15% Q4 2025 Feb 06, 2026
Sunbelt Securities, Inc. History No change 237 88 0.01% 0.01% 496 0 0.0% Q4 2025 Feb 20, 2026
SBI Securities Co., Ltd. History Added to 218 81 0.0% 0.0% 497 +173 384.44% Q4 2025 Feb 03, 2026
Greenline Wealth Management LLC History New 203 76 0.08% 498 +203 New Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 190 71 0.0% 0.0% 499 0 0.0% Q4 2025 Feb 10, 2026
LRI Investments, LLC History Added to 177 66 0.01% 0.01% 500 +25 16.45% Q4 2025 Feb 04, 2026
Lodestone Wealth Management LLC History New 161 60 0.02% 501 +161 New Q4 2025 Jan 15, 2026
FIFTH THIRD BANCORP History Reduced 160 59 0.0% 0.0% 502 -118 -42.45% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History No change 156 58 0.01% 0.01% 503 0 0.0% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 134 50 0.0% 0.0% 504 +94 235.0% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Reduced 135 50 0.0% 0.0% 505 -10 -6.9% Q4 2025 Jan 20, 2026
Morton Brown Family Wealth, LLC History No change 120 44 0.01% 0.01% 506 0 0.0% Q4 2025 Jan 28, 2026
AdvisorNet Financial, Inc History Reduced 112 41 0.0% 0.0% 507 -17 -13.18% Q4 2025 Jan 20, 2026
Smithfield Trust Co History No change 107 40 0.0% 0.0% 508 0 0.0% Q4 2025 Feb 09, 2026
SageView Advisory Group, LLC History New 106 39 0.0% 511 +106 New Q4 2025 Feb 17, 2026
Migdal Insurance & Financial Holdings Ltd. History New 105 39 0.0% 509 +105 New Q4 2025 Jan 28, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 100 39 0.0% 0.0% 510 0 0.0% Q4 2025 Feb 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 96 35 0.0% 0.0% 513 +90 1500.0% Q4 2025 Feb 10, 2026
Atlantic Union Bankshares Corp History No change 94 35 0.0% 0.0% 512 0 0.0% Q4 2025 Feb 04, 2026
PRIVATE TRUST CO NA History Reduced 88 32 0.0% 0.0% 514 -8 -8.33% Q4 2025 Jan 26, 2026
Grove Bank & Trust History Added to 83 31 0.0% 0.0% 515 +8 10.67% Q4 2025 Jan 08, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 73 27 0.0% 516 +73 New Q4 2025 Jan 21, 2026
Bogart Wealth, LLC History Reduced 67 25 0.0% 0.0% 517 -1 -1.47% Q4 2025 Jan 30, 2026
Pinnacle Bancorp, Inc. History No change 66 24 0.01% 0.01% 518 0 0.0% Q4 2025 Jan 22, 2026
Smartleaf Asset Management LLC History Added to 62 23 0.0% 0.0% 521 +58 1450.0% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Reduced 62 23 0.0% 0.0% 520 -52 -45.61% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 63 23 0.0% 0.0% 519 -42 -40.0% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 60 22 0.0% 0.0% 522 -15 -20.0% Q4 2025 Jan 23, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 53 19 0.01% 0.01% 526 +29 120.83% Q4 2025 Jan 22, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 51 19 0.0% 0.0% 524 +5 10.87% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History Added to 50 19 0.0% 0.0% 525 +4 8.7% Q4 2025 Feb 11, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 51 19 0.0% 0.0% 523 0 0.0% Q4 2025 Feb 13, 2026
Accent Capital Management, LLC History No change 50 18 0.01% 0.01% 527 0 0.0% Q4 2025 Feb 09, 2026
Covestor Ltd History Reduced 44 17 0.01% 0.16% 529 -619 -93.36% Q4 2025 Feb 06, 2026
TD Capital Management LLC History No change 48 17 0.0% 0.0% 528 0 0.0% Q4 2025 Feb 26, 2026
Matrix Trust Co History Reduced 40 15 0.0% 0.0% 530 -1 -2.44% Q4 2025 Jan 13, 2026
Signature Equity Partners, LLC History New 38 14 0.01% 534 +38 New Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 40 14 0.0% 0.0% 532 -10 -20.0% Q4 2025 Jan 16, 2026
Bell Investment Advisors, Inc History Added to 38 14 0.0% 0.0% 533 +9 31.03% Q4 2025 Feb 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 39 14 0.0% 0.0% 531 +3 8.33% Q4 2025 Feb 03, 2026
FWL INVESTMENT MANAGEMENT, LLC History New 35 13 0.0% 536 +35 New Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Added to 36 13 0.0% 0.0% 535 +14 63.64% Q4 2025 Jan 07, 2026
T. Rowe Price Investment Management, Inc. History No change 26 10 0.0% 0.0% 537 0 0.0% Q4 2025 Feb 19, 2026
Kennebec Savings Bank History No change 27 10 0.01% 0.01% 538 0 0.0% Q4 2025 Jan 22, 2026
Versant Capital Management, Inc History New 26 9 0.0% 540 +26 New Q4 2025 Jan 08, 2026
Ritter Daniher Financial Advisory LLC / DE History New 25 9 0.0% 541 +25 New Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 25 9 0.0% 0.0% 539 -6 -19.35% Q4 2025 Feb 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 23 8 0.0% 542 +23 New Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History Reduced 21 7 0.0% 0.0% 546 -108 -83.72% Q4 2025 Jan 13, 2026
Sound Income Strategies, LLC History Added to 20 7 0.0% 0.0% 545 +5 33.33% Q4 2025 Jan 21, 2026
VALLEY NATIONAL ADVISERS INC History No change 20 7 0.0% 0.0% 543 0 0.0% Q4 2025 Jan 23, 2026
Stone House Investment Management, LLC History No change 20 7 0.0% 0.0% 544 0 0.0% Q4 2025 Jan 21, 2026
MEEDER ASSET MANAGEMENT INC History New 18 6 0.0% 547 +18 New Q4 2025 Feb 11, 2026
TD Waterhouse Canada Inc. History New 17 6 0.0% 549 +17 New Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History Reduced 17 6 0.0% 0.0% 548 -9 -34.62% Q4 2025 Feb 13, 2026
Retirement Wealth Solutions LLC History Added to 17 6 0.0% 0.0% 550 +1 6.25% Q4 2025 Jan 07, 2026
Arax Advisory Partners History Reduced 15 5 0.0% 0.0% 553 -17 -53.13% Q4 2025 Feb 13, 2026
SJS Investment Consulting Inc. History New 15 5 0.0% 555 +15 New Q4 2025 Jan 21, 2026
HUNTINGTON NATIONAL BANK History Added to 16 5 0.0% 551 +14 700.0% Q4 2025 Feb 09, 2026
Elyxium Wealth, LLC History New 14 5 0.0% 556 +14 New Q4 2025 Feb 05, 2026
Salomon & Ludwin, LLC History New 13 5 0.0% 554 +13 New Q4 2025 Jan 28, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 15 5 0.0% 0.0% 552 +5 50.0% Q4 2025 Jan 15, 2026
Global Trust Asset Management, LLC History New 11 4 0.0% 557 +11 New Q4 2025 Jan 20, 2026
Physician Wealth Advisors, Inc. History Added to 11 4 0.0% 0.0% 558 +1 10.0% Q4 2025 Jan 29, 2026
Archer Investment Corp History No change 11 4 0.0% 0.0% 559 0 0.0% Q4 2025 Jan 30, 2026
Aspect Partners, LLC History No change 13 4 0.0% 0.0% 560 0 0.0% Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History New 10 3 0.0% 561 +10 New Q4 2025 Feb 02, 2026
Vermillion & White Wealth Management Group, LLC History New 9 3 0.0% 565 +9 New Q4 2025 Feb 18, 2026
Rachor Investment Advisory Services, LLC History New 9 3 0.0% 566 +9 New Q4 2025 Jan 30, 2026
Rossby Financial, LCC History Added to 10 3 0.0% 0.0% 568 +1 11.11% Q4 2025 Feb 12, 2026
BARRETT & COMPANY, INC. History No change 10 3 0.0% 0.0% 562 0 0.0% Q4 2025 Jan 28, 2026
PITTENGER & ANDERSON INC History No change 10 3 0.0% 0.0% 563 0 0.0% Q4 2025 Feb 02, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 3 0.0% 0.0% 564 0 0.0% Q4 2025 Feb 09, 2026
Rialto Wealth Management, LLC History No change 9 3 0.0% 0.0% 567 0 0.0% Q4 2025 Jan 12, 2026
RHL GROUP, LLC History New 7 2 0.0% 572 +7 New Q4 2025 Feb 09, 2026
North Star Investment Management Corp. History New 6 2 0.0% 569 +6 New Q4 2025 Jan 30, 2026
Whipplewood Advisors, LLC History New 6 2 0.0% 571 +6 New Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 6 2 0.0% 573 +6 New Q4 2025 Feb 09, 2026
Avion Wealth History Added to 6 2 0.0% 0.0% 570 +1 20.0% Q4 2025 Jan 23, 2026
Rosenberg Matthew Hamilton History New 5 1 0.0% 576 +5 New Q4 2025 Jan 05, 2026
Kilter Group LLC History New 4 1 0.0% 579 +4 New Q4 2025 Feb 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 3 1 0.0% 574 +3 New Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History New 3 1 0.0% 577 +3 New Q4 2025 Feb 10, 2026
Cornerstone Financial Management LLC History New 3 1 0.0% 580 +3 New Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History Added to 3 1 0.0% 578 +1 50.0% Q4 2025 Feb 06, 2026
SouthState Bank Corp History No change 3 1 0.0% 0.0% 575 0 0.0% Q4 2025 Feb 11, 2026
Castle Hook Partners LP History Closed out 0 0 2.02% -935,376 -100.0% Q3 2025 Nov 14, 2025
Blackstone Inc. History Closed out 0 0 0.85% -497,710 -100.0% Q3 2025 Nov 14, 2025
Third Point LLC History Closed out 0 0 1.66% -350,000 -100.0% Q3 2025 Nov 14, 2025
Palestra Capital Management LLC History Closed out 0 0 2.62% -191,560 -100.0% Q3 2025 Nov 14, 2025
Zurich Insurance Group Ltd/FI History Closed out 0 0 0.4% -132,807 -100.0% Q3 2025 Nov 14, 2025
Maple Rock Capital Partners Inc. History Closed out 0 0 1.65% -98,175 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.08% -93,400 -100.0% Q3 2025 Nov 14, 2025
Holocene Advisors, LP History Closed out 0 0 0.07% -69,554 -100.0% Q3 2025 Nov 14, 2025
Philadelphia Financial Management of San Francisco, LLC History Closed out 0 0 2.38% -50,000 -100.0% Q3 2025 Nov 14, 2025
MARSICO CAPITAL MANAGEMENT LLC History Closed out 0 0 0.47% -42,928 -100.0% Q3 2025 Nov 12, 2025
DSC Meridian Capital LP History Closed out 0 0 2.22% -25,673 -100.0% Q3 2025 Nov 14, 2025
Waratah Capital Advisors Ltd. History Closed out 0 0 0.19% -25,294 -100.0% Q3 2025 Nov 10, 2025
DRIEHAUS CAPITAL MANAGEMENT LLC History Closed out 0 0 0.07% -23,820 -100.0% Q3 2025 Nov 14, 2025
PINNBROOK CAPITAL MANAGEMENT LP History Closed out 0 0 1.0% -21,329 -100.0% Q3 2025 Nov 13, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.01% -20,000 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.2% -19,554 -100.0% Q3 2025 Nov 17, 2025
Informed Momentum Co LLC History Closed out 0 0 0.89% -18,521 -100.0% Q3 2025 Nov 14, 2025
THAMES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.84% -13,849 -100.0% Q3 2025 Oct 28, 2025
Nishkama Capital, LLC History Closed out 0 0 0.13% -13,161 -100.0% Q3 2025 Nov 14, 2025
Gunderson Capital Management Inc. History Closed out 0 0 1.69% -10,785 -100.0% Q3 2025 Oct 22, 2025
Alyeska Investment Group, L.P. History Closed out 0 0 0.01% -9,869 -100.0% Q3 2025 Nov 17, 2025
Estate Counselors, LLC History Closed out 0 0 0.35% -9,507 -100.0% Q3 2025 Oct 31, 2025
Trek Financial, LLC History Closed out 0 0 0.21% -8,190 -100.0% Q3 2025 Oct 31, 2025
DRW Securities, LLC History Closed out 0 0 0.06% -7,500 -100.0% Q3 2025 Nov 14, 2025
WEST MICHIGAN ADVISORS, LLC History Closed out 0 0 0.76% -7,417 -100.0% Q3 2025 Nov 13, 2025
FIRST FINANCIAL BANKSHARES INC History Closed out 0 0 0.06% -6,879 -100.0% Q3 2025 Nov 10, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.21% -6,394 -100.0% Q3 2025 Nov 14, 2025
K2 PRINCIPAL FUND, L.P. History Closed out 0 0 0.21% -6,000 -100.0% Q3 2025 Nov 13, 2025
Cinctive Capital Management LP History Closed out 0 0 0.12% -5,684 -100.0% Q3 2025 Nov 14, 2025
Polymer Capital Management (HK) LTD History Closed out 0 0 0.32% -5,484 -100.0% Q3 2025 Nov 14, 2025
SIG BROKERAGE, LP History Closed out 0 0 0.06% -4,700 -100.0% Q3 2025 Nov 14, 2025
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -4,166 -100.0% Q3 2025 Nov 13, 2025
JAT Capital Mgmt LP History Closed out 0 0 3.48% -3,784 -100.0% Q3 2025 Nov 14, 2025
EAGLE GLOBAL ADVISORS LLC History Closed out 0 0 0.05% -3,145 -100.0% Q3 2025 Oct 28, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.41% -3,002 -100.0% Q3 2025 Dec 15, 2025
PINKERTON WEALTH, LLC History Closed out 0 0 0.12% -2,644 -100.0% Q3 2025 Nov 13, 2025
BOCHK Asset Management Ltd History Closed out 0 0 0.27% -2,400 -100.0% Q3 2025 Nov 12, 2025
BFSG, LLC History Closed out 0 0 0.1% -2,390 -100.0% Q3 2025 Oct 29, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.15% -2,232 -100.0% Q3 2025 Nov 14, 2025
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 0.02% -2,125 -100.0% Q3 2025 Nov 04, 2025
O'Neil Global Advisors, Inc. History Closed out 0 0 0.16% -2,016 -100.0% Q3 2025 Nov 10, 2025
FDx Advisors, Inc. History Closed out 0 0 0.23% -1,899 -100.0% Q3 2025 Nov 04, 2025
Vestcor Inc History Closed out 0 0 0.02% -1,800 -100.0% Q3 2025 Nov 13, 2025
Glaxis Capital Management, LLC History Closed out 0 0 1.06% -1,500 -100.0% Q3 2025 Nov 07, 2025
Magnetar Financial LLC History Closed out 0 0 0.0% -1,484 -100.0% Q3 2025 Nov 13, 2025
Mariner, LLC History Closed out 0 0 0.0% -1,442 -100.0% Q3 2025 Nov 14, 2025
Counterpoint Mutual Funds LLC History Closed out 0 0 0.04% -1,180 -100.0% Q3 2025 Nov 10, 2025
Illinois Municipal Retirement Fund History Closed out 0 0 0.01% -1,111 -100.0% Q3 2025 Nov 06, 2025
Private Advisory Group LLC History Closed out 0 0 0.03% -998 -100.0% Q3 2025 Nov 10, 2025
Scientech Research LLC History Closed out 0 0 0.15% -995 -100.0% Q3 2025 Nov 14, 2025
Ewing Morris & Co. Investment Partners Ltd. History Closed out 0 0 0.16% -875 -100.0% Q3 2025 Nov 14, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -873 -100.0% Q3 2025 Oct 22, 2025
TRANSCEND CAPITAL ADVISORS, LLC History Closed out 0 0 0.03% -840 -100.0% Q3 2025 Nov 04, 2025
OneDigital Investment Advisors LLC History Closed out 0 0 0.0% -765 -100.0% Q3 2025 Nov 10, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -758 -100.0% Q3 2025 Nov 14, 2025
Apollon Wealth Management, LLC History Closed out 0 0 0.01% -706 -100.0% Q3 2025 Oct 17, 2025
SHERMAN PORFOLIOS, LLC History Closed out 0 0 0.09% -613 -100.0% Q3 2025 Dec 22, 2025
Requisite Capital Management, LLC History Closed out 0 0 0.04% -600 -100.0% Q3 2025 Nov 12, 2025
Olympiad Research LP History Closed out 0 0 0.33% -562 -100.0% Q3 2025 Oct 30, 2025
DAYMARK WEALTH PARTNERS, LLC History Closed out 0 0 0.01% -558 -100.0% Q3 2025 Oct 22, 2025
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -552 -100.0% Q3 2025 Oct 22, 2025
SAGE RHINO CAPITAL LLC History Closed out 0 0 0.04% -541 -100.0% Q3 2025 Oct 31, 2025
GTS SECURITIES LLC History Closed out 0 0 0.01% -526 -100.0% Q3 2025 Nov 14, 2025
Aptus Capital Advisors, LLC History Closed out 0 0 0.0% -524 -100.0% Q3 2025 Nov 12, 2025
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Closed out 0 0 0.01% -512 -100.0% Q3 2025 Oct 28, 2025
Exit Wealth Advisors, LLC. History Closed out 0 0 0.14% -512 -100.0% Q3 2025 Nov 14, 2025
INDEPENDENT INVESTORS INC History Closed out 0 0 0.04% -500 -100.0% Q3 2025 Oct 30, 2025
Welch Group, LLC History Closed out 0 0 0.01% -500 -100.0% Q3 2025 Oct 14, 2025
Artemis Wealth Advisors, LLC History Closed out 0 0 0.35% -500 -100.0% Q3 2025 Nov 12, 2025
LCM Capital Management Inc History Closed out 0 0 0.1% -500 -100.0% Q3 2025 Oct 28, 2025
Balboa Wealth Partners History Closed out 0 0 0.04% -498 -100.0% Q3 2025 Nov 06, 2025
Patten Group, Inc. History Closed out 0 0 0.04% -496 -100.0% Q3 2025 Nov 10, 2025
Savvy Advisors, Inc. History Closed out 0 0 0.01% -483 -100.0% Q3 2025 Nov 06, 2025
Hudock, Inc. History Closed out 0 0 0.03% -479 -100.0% Q3 2025 Oct 24, 2025
C M BIDWELL & ASSOCIATES LTD History Closed out 0 0 0.06% -282 -100.0% Q3 2025 Nov 13, 2025
Hills Bank & Trust Co History Closed out 0 0 0.01% -264 -100.0% Q3 2025 Nov 13, 2025
NATIXIS History Closed out 0 0 0.0% -83 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -81 -100.0% Q3 2025 Nov 18, 2025
Neo Ivy Capital Management History Closed out 0 0 0.01% -80 -100.0% Q3 2025 Nov 12, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -75 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -64 -100.0% Q3 2025 Nov 14, 2025
Scarborough Advisors, LLC History Closed out 0 0 0.0% -51 -100.0% Q3 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -37 -100.0% Q3 2025 Nov 12, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Nov 07, 2025
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 0.0% -5 -100.0% Q3 2025 Oct 09, 2025
Quent Capital, LLC History Reduced 2 0 0.0% -4 -66.67% Q4 2025 Jan 29, 2026
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -4 -100.0% Q3 2025 Nov 13, 2025
TD PRIVATE CLIENT WEALTH LLC History New 2 0 +2 New Q4 2025 Feb 05, 2026
ORG Partners LLC History New 2 0 +2 New Q4 2025 Jan 14, 2026
Valued Wealth Advisors LLC History New 2 0 +2 New Q4 2025 Jan 30, 2026
Principia Wealth Advisory, LLC History New 2 0 +2 New Q4 2025 Feb 10, 2026
OPTIMA CAPITAL LLC History New 2 0 +2 New Q4 2025 Jan 23, 2026
Marquette Asset Management, LLC History Reduced 2 0 0.0% -1 -33.33% Q4 2025 Jan 16, 2026
Transamerica Financial Advisors, LLC History New 1 0 +1 New Q4 2025 Feb 13, 2026
Horizon Investments, LLC History New 1 0 +1 New Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Fortitude Family Office, LLC History New 1 0 +1 New Q4 2025 Jan 15, 2026
Hurley Capital, LLC History Closed out 0 0 0.01% -1 -100.0% Q3 2025 Nov 12, 2025
FINANCIAL CONSULATE, INC History No change 1 0 0 0.0% Q4 2025 Jan 22, 2026
True Wealth Design, LLC History No change 2 0 0 0.0% Q4 2025 Jan 08, 2026