TPG Inc. - TPG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 Added to 12,700,928 810,827 0.01% 0.01% 1 +314,295 2.54% Q4 2025 Jan 29, 2026
BANK OF AMERICA CORP /DE/ History Added to 12,187,194 778,030 0.06% 0.01% 2 +8,619,568 241.61% Q4 2025 Feb 17, 2026
Capital International Investors History Added to 11,734,677 749,141 0.12% 0.11% 3 +52,213 0.45% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 9,266,397 591,566 0.1% 0.1% 4 -1,133,558 -10.9% Q4 2025 Feb 17, 2026
Temasek Holdings (Private) Ltd History Reduced 8,791,581 561,254 1.78% 1.74% 5 -11,053 -0.13% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 8,309,218 530,460 0.01% 0.01% 6 -1,417,543 -14.57% Q4 2025 Feb 12, 2026
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP History No change 4,930,047 314,734 12.59% 9.56% 7 0 0.0% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 4,584,733 292,689 0.12% 0.07% 8 +1,837,799 66.9% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,058,146 259,102 0.02% 0.01% 9 +216,359 5.63% Q4 2025 Feb 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 3,558,545 227,179 0.02% 0.03% 10 -605,243 -14.54% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 3,188,475 203,552 0.03% 0.02% 11 +429,261 15.56% Q4 2025 Feb 17, 2026
Capital World Investors History Added to 2,859,230 182,533 0.02% 0.02% 12 +13,116 0.46% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Reduced 2,666,972 170,259 0.04% 0.04% 13 -5,300 -0.2% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 2,384,592 152,232 0.01% 0.01% 14 +442,095 22.76% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 2,325,301 148,447 0.0% 0.0% 15 +92,603 4.15% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 2,284,437 145,838 0.05% 0.09% 16 -2,880,143 -55.77% Q4 2025 Jan 22, 2026
T. Rowe Price Investment Management, Inc. History Reduced 2,083,015 132,980 0.08% 0.13% 17 -1,664,647 -44.42% Q4 2025 Feb 19, 2026
JPMORGAN CHASE & CO History Added to 1,742,456 111,238 0.01% 0.01% 18 +240,613 16.02% Q4 2025 Feb 11, 2026
Vulcan Value Partners, LLC History Reduced 1,721,916 110,024 111.81% 2.04% 19 -236,522 -12.08% Q4 2025 Mar 17, 2026
TimesSquare Capital Management, LLC History Reduced 1,684,070 107,511 1.62% 1.4% 20 -22,445 -1.32% Q4 2025 Feb 06, 2026
NORGES BANK History New 1,672,223 106,754 0.01% 21 +1,672,223 New Q4 2025 Feb 10, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 1,435,749 91,658 0.26% 0.24% 22 -190,572 -11.72% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,347,756 86,040 0.01% 0.01% 23 +53,746 4.15% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,084,939 69,262 0.02% 0.02% 24 -140,748 -11.48% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,030,026 65,756 0.03% 0.03% 25 -21,756 -2.07% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 837,967 53,495 0.04% 0.03% 26 +90,054 12.04% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 758,988 48,453 0.01% 0.01% 27 -27,518 -3.5% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Reduced 749,633 47,856 0.05% 0.14% 28 -753,917 -50.14% Q4 2025 Feb 17, 2026
Gillson Capital LP History Added to 747,436 47,716 3.12% 3.6% 29 +25,236 3.49% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 735,449 46,951 0.01% 0.01% 30 +204,056 38.4% Q4 2025 Feb 10, 2026
LORD, ABBETT & CO. LLC History Reduced 653,703 41,732 0.13% 0.15% 31 -223,189 -25.45% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 607,508 38,783 0.01% 0.01% 32 -181,274 -22.98% Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Reduced 572,116 36,523 0.03% 0.04% 33 -306,305 -34.87% Q4 2025 Feb 13, 2026
Holocene Advisors, LP History Added to 528,300 33,726 0.07% 0.06% 34 +43,022 8.87% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 474,488 30,291 0.01% 0.0% 35 +278,511 142.11% Q4 2025 Feb 09, 2026
Zurich Insurance Group Ltd/FI History New 445,727 28,455 0.2% 36 +445,727 New Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 440,521 28,122 0.22% 0.22% 37 +16,937 4.0% Q4 2025 Feb 11, 2026
Grafton Street Partners Management Company, LLC History New 424,875 27,124 13.28% 38 +424,875 New Q4 2025 Feb 17, 2026
Partners Group Holding AG History Reduced 423,161 27,014 1.82% 1.53% 39 -57,579 -11.98% Q4 2025 Feb 06, 2026
Invesco Ltd. History Reduced 411,783 26,288 0.0% 0.0% 40 -5,742 -1.38% Q4 2025 Feb 19, 2026
Longaeva Partners L.P. History Reduced 374,833 23,929 2.01% 3.19% 41 -10,603 -2.75% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 368,125 23,501 0.0% 0.0% 42 -184,924 -33.44% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 357,905 22,848 0.1% 0.09% 43 +92,988 35.1% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 348,492 22,247 0.0% 0.0% 44 +81,610 30.58% Q4 2025 Mar 25, 2026
FMR LLC History Reduced 328,100 20,945 0.0% 0.0% 45 -56,102 -14.6% Q4 2025 Feb 17, 2026
South Street Advisors LLC History Reduced 323,825 20,672 2.9% 2.65% 46 -27,523 -7.83% Q4 2025 Feb 10, 2026
Border to Coast Pensions Partnership Ltd History No change 300,000 19,187 0.33% 0.3% 47 0 0.0% Q4 2025 Jan 26, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 297,383 18,984 0.0% 0.0% 48 +9,196 3.19% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 273,700 17,473 0.01% 0.01% 49 +19,600 7.71% Q4 2025 Feb 12, 2026
Nuveen, LLC History Added to 271,695 17,345 0.0% 0.0% 50 +11,914 4.59% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 258,259 16,488 0.0% 0.0% 51 +10,248 4.13% Q4 2025 Feb 12, 2026
Interval Partners, LP History New 251,749 16,071 0.29% 52 +251,749 New Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 238,738 15,241 0.12% 0.1% 53 +4,688 2.0% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 234,537 14,972 0.01% 0.01% 54 -25,304 -9.74% Q4 2025 Feb 10, 2026
River Road Asset Management, LLC History Reduced 234,254 14,954 0.16% 0.15% 55 -5,526 -2.3% Q4 2025 Feb 24, 2026
Susquehanna Portfolio Strategies, LLC History No change 233,093 14,880 0.23% 0.21% 56 0 0.0% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History New 224,809 14,351 0.01% 57 +224,809 New Q4 2025 Feb 17, 2026
Private Wealth Partners, LLC History Added to 222,900 14,229 1.01% 0.47% 58 +109,020 95.73% Q4 2025 Jan 27, 2026
Cerity Partners LLC History Added to 220,240 14,060 0.02% 0.02% 59 +13,974 6.77% Q4 2025 Feb 11, 2026
JENNISON ASSOCIATES LLC History New 213,506 13,630 0.01% 60 +213,506 New Q4 2025 Jan 30, 2026
Skandinaviska Enskilda Banken AB (publ) History Added to 187,491 11,969 0.05% 0.04% 61 +27,000 16.82% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 183,039 11,685 0.01% 0.09% 62 -1,095,126 -85.68% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Added to 180,439 11,528 0.02% 0.01% 63 +12,771 7.62% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 170,372 10,876 0.0% 0.0% 64 +31,400 22.59% Q4 2025 Feb 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 169,812 10,840 0.01% 0.01% 65 +14,347 9.23% Q4 2025 Feb 12, 2026
MSA Advisors, LLC History No change 169,493 10,820 2.71% 2.43% 66 0 0.0% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 158,238 10,101 0.0% 0.01% 67 -44,256 -21.86% Q4 2025 Feb 13, 2026
Philadelphia Financial Management of San Francisco, LLC History Reduced 155,699 9,939 1.07% 1.02% 68 -3,301 -2.08% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Reduced 141,033 9,003 0.61% 0.57% 69 -1,339 -0.94% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 136,957 8,743 0.01% 0.01% 70 -3,434 -2.45% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 134,032 8,557 0.0% 71 +134,032 New Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 131,345 8,385 0.01% 0.01% 72 +6,143 4.91% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 101,949 6,498 0.01% 0.01% 73 +8,034 8.55% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 99,200 6,332 0.01% 0.05% 74 -460,900 -82.29% Q4 2025 Feb 13, 2026
Cinctive Capital Management LP History Added to 97,796 6,243 0.34% 0.15% 75 +43,336 79.57% Q4 2025 Feb 17, 2026
Trexquant Investment LP History New 86,233 5,505 0.05% 76 +86,233 New Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Reduced 85,515 5,459 0.05% 0.21% 77 -812,661 -90.48% Q4 2025 Feb 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 85,061 5,451 0.01% 0.01% 78 +7,015 8.99% Q4 2025 Jan 28, 2026
LPL Financial LLC History Reduced 84,807 5,414 0.0% 0.0% 79 -4,003 -4.51% Q4 2025 Feb 11, 2026
VAN ECK ASSOCIATES CORP History Added to 80,294 5,126 0.0% 0.0% 80 +2,790 3.6% Q4 2025 Feb 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 73,170 4,671 0.23% 0.22% 81 -3,760 -4.89% Q4 2025 Feb 02, 2026
Dockside LLC History New 70,694 4,513 1.16% 82 +70,694 New Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 69,165 4,415 0.1% 83 +69,165 New Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History New 68,000 4,341 0.06% 84 +68,000 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 65,962 4,211 0.01% 0.0% 85 0 0.0% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Added to 65,492 4,181 0.02% 0.0% 86 +55,068 528.28% Q4 2025 Feb 13, 2026
ExodusPoint Capital Management, LP History New 65,142 4,158 0.03% 87 +65,142 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 63,913 4,080 0.0% 0.0% 88 -81,477 -56.04% Q4 2025 Feb 12, 2026
TRUST CO OF VERMONT History Added to 61,626 3,934 0.16% 0.14% 89 +3,995 6.93% Q4 2025 Jan 16, 2026
Walleye Capital LLC History Reduced 61,334 3,915 0.01% 0.07% 90 -283,213 -82.2% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Added to 59,701 3,813 0.0% 0.0% 91 +3,504 6.24% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 57,163 3,649 0.03% 0.03% 92 -1,066 -1.83% Q4 2025 Feb 13, 2026
Slagle Financial, LLC History Added to 56,876 3,630 1.27% 1.17% 93 +1,193 2.14% Q4 2025 Jan 26, 2026
Treasurer of the State of North Carolina History Reduced 55,409 3,537 0.01% 0.01% 94 -4,049 -6.81% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 54,763 3,496 0.01% 0.0% 95 +22,244 68.4% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 52,302 3,338 0.01% 0.0% 96 +13,110 33.45% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History New 50,426 3,219 0.0% 97 +50,426 New Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 48,711 3,109 0.01% 0.01% 98 +6,171 14.51% Q4 2025 Jan 27, 2026
Prana Capital Management, LP History Reduced 47,337 3,021 0.11% 0.19% 99 -51,076 -51.9% Q4 2025 Feb 17, 2026
Amundi History New 45,597 2,910 0.0% 100 +45,597 New Q4 2025 Feb 17, 2026
Grandeur Peak Global Advisors, LLC History Reduced 45,327 2,893 0.39% 0.47% 101 -15,580 -25.58% Q4 2025 Feb 13, 2026
Lighthouse Investment Partners, LLC History Reduced 44,736 2,855 0.09% 0.15% 102 -43,266 -49.16% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Added to 43,900 2,802 0.01% 0.01% 103 +819 1.9% Q4 2025 Jan 30, 2026
Handelsbanken Fonder AB History Added to 42,900 2,739 0.01% 0.0% 104 +22,100 106.25% Q4 2025 Feb 06, 2026
ABN AMRO INVESTMENT SOLUTIONS History Reduced 41,370 2,641 0.04% 0.09% 105 -36,168 -46.65% Q4 2025 Feb 06, 2026
FIL Ltd History No change 40,556 2,589 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 40,455 2,582 0.01% 0.01% 107 -1,484 -3.54% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 38,302 2,445 0.01% 0.01% 108 -473 -1.22% Q4 2025 Jan 28, 2026
ALPS ADVISORS INC History Reduced 36,735 2,345 0.01% 0.01% 109 -1,100 -2.91% Q4 2025 Feb 12, 2026
Man Group plc History Reduced 35,610 2,273 0.0% 0.01% 110 -52,511 -59.59% Q4 2025 Feb 17, 2026
PINEBRIDGE INVESTMENTS LLC History New 35,609 2,273 0.02% 111 +35,609 New Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 30,776 1,964 0.0% 0.0% 112 -27,774 -47.44% Q4 2025 Feb 18, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 30,616 1,954 0.0% 113 +30,616 New Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 30,500 1,947 0.01% 0.01% 114 +3,200 11.72% Q4 2025 Jan 28, 2026
HSBC HOLDINGS PLC History Reduced 29,393 1,887 0.0% 0.0% 115 -4,060 -12.14% Q4 2025 Mar 20, 2026
Bleakley Financial Group, LLC History Added to 27,198 1,736 0.03% 0.04% 116 +319 1.19% Q4 2025 Feb 09, 2026
Russell Investments Group, Ltd. History Reduced 26,449 1,688 0.0% 0.0% 117 -257 -0.96% Q4 2025 Feb 17, 2026
DKRT Investments Corp. History No change 25,000 1,596 0.45% 0.34% 118 0 0.0% Q4 2025 Feb 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 24,796 1,582 0.07% 0.04% 119 +6,767 37.53% Q4 2025 Feb 17, 2026
Richard Bernstein Advisors LLC History Reduced 24,411 1,558 0.05% 0.04% 120 -2,865 -10.5% Q4 2025 Feb 03, 2026
BARCLAYS PLC History Reduced 24,329 1,553 0.0% 0.0% 121 -48,962 -66.8% Q4 2025 Feb 13, 2026
Numerai GP LLC History New 23,419 1,495 0.18% 122 +23,419 New Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 22,850 1,458 0.0% 0.0% 123 -2,620 -10.29% Q4 2025 Jan 26, 2026
Northwest & Ethical Investments L.P. History Reduced 22,103 1,421 0.03% 0.03% 124 -2,407 -9.82% Q4 2025 Feb 17, 2026
Creative Planning History Added to 21,561 1,376 0.0% 0.0% 125 +4,284 24.8% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 21,255 1,356 0.0% 0.0% 126 +5,200 32.39% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 24,352 1,351 0.0% 0.01% 127 -3,050 -11.13% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Added to 20,129 1,285 0.0% 0.0% 128 +2,423 13.68% Q4 2025 Jan 29, 2026
SummitTX Capital, L.P. History Added to 19,829 1,265 0.04% 0.01% 129 +15,067 316.4% Q4 2025 Feb 17, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History New 19,447 1,241 0.12% 130 +19,447 New Q4 2025 Feb 17, 2026
Elo Mutual Pension Insurance Co History New 19,440 1,241 0.02% 131 +19,440 New Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 19,430 1,240 0.0% 0.0% 132 +307 1.61% Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 19,343 1,234 0.01% 0.01% 133 +793 4.27% Q4 2025 Feb 12, 2026
Oak Thistle LLC History Reduced 19,212 1,226 0.17% 0.24% 134 -8,725 -31.23% Q4 2025 Jan 21, 2026
Neo Ivy Capital Management History Added to 17,734 1,132 0.18% 0.16% 135 +6,586 59.08% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 17,228 1,099 0.0% 0.0% 136 +11,688 210.97% Q4 2025 Feb 02, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 16,834 1,074 0.0% 0.0% 137 -13,166 -43.89% Q4 2025 Feb 10, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 16,736 1,068 0.0% 0.0% 138 +5,290 46.22% Q4 2025 Jan 23, 2026
TWO SIGMA SECURITIES, LLC History New 16,703 1,066 0.15% 139 +16,703 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 779,484 1,033 0.0% 0.0% 140 +1,024 0.13% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 16,180 1,032 0.0% 0.0% 141 +2,090 14.83% Q4 2025 Feb 10, 2026
Frank, Rimerman Advisors LLC History Reduced 15,535 991 0.06% 0.06% 142 -2 -0.01% Q4 2025 Jan 15, 2026
Apollon Wealth Management, LLC History Added to 15,386 982 0.02% 0.02% 143 +142 0.93% Q4 2025 Jan 22, 2026
PEAK6 LLC History Reduced 15,300 976 0.0% 0.0% 144 -6,935 -31.19% Q4 2025 Mar 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 15,161 967 0.0% 0.0% 145 +101 0.67% Q4 2025 Feb 13, 2026
MEKETA INVESTMENT GROUP INC /ADV History No change 14,980 956 3.23% 2.82% 146 0 0.0% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Added to 14,853 948 0.0% 0.0% 147 +30 0.2% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 13,510 862 0.0% 148 +13,510 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 13,404 855 0.0% 0.0% 149 +6,543 95.37% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 13,021 831 0.0% 0.0% 150 +5,383 70.48% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 12,756 814 0.0% 0.0% 151 -1,351 -9.58% Q4 2025 Feb 12, 2026
Versor Investments LP History Added to 11,867 757 0.12% 0.11% 152 +1,167 10.91% Q4 2025 Feb 04, 2026
Sound View Wealth Advisors Group, LLC History Reduced 11,626 742 0.05% 0.05% 153 -138 -1.17% Q4 2025 Jan 08, 2026
AMALGAMATED BANK History Added to 11,442 730 0.01% 0.0% 154 +1,026 9.85% Q4 2025 Feb 05, 2026
Cambridge Investment Research Advisors, Inc. History Added to 11,252 718 0.0% 0.0% 155 +278 2.53% Q4 2025 Feb 05, 2026
WESBANCO BANK INC History No change 11,000 702 0.02% 0.02% 156 0 0.0% Q4 2025 Feb 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 10,687 682 0.0% 0.0% 157 +1,087 11.32% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 10,521 672 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 13, 2026
Laurion Capital Management LP History Added to 10,500 670 0.02% 0.01% 159 +500 5.0% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 10,210 652 0.0% 0.0% 160 +9,126 841.88% Q4 2025 Feb 13, 2026
Capital International, Inc./CA/ History Reduced 10,108 645 0.01% 0.01% 161 -884 -8.04% Q4 2025 Feb 11, 2026
Operose Advisors LLC History No change 10,000 638 0.15% 0.14% 162 0 0.0% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 9,604 613 0.0% 0.0% 163 +3,583 59.51% Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Added to 9,539 612 0.0% 0.0% 164 +741 8.42% Q4 2025 Feb 18, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 9,266 591 0.01% 165 +9,266 New Q4 2025 Jan 27, 2026
Clarius Group, LLC History No change 9,079 579 0.03% 0.03% 166 0 0.0% Q4 2025 Jan 14, 2026
OpenArc Corporate Advisory, LLC History New 8,746 558 0.01% 167 +8,746 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 8,517 543 0.0% 0.0% 168 +4,545 114.43% Q4 2025 Mar 16, 2026
Shoker Investment Counsel, Inc. History No change 8,301 529 0.16% 0.14% 169 0 0.0% Q4 2025 Feb 04, 2026
MetLife Investment Management, LLC History Added to 8,149 520 0.0% 0.0% 170 +67 0.83% Q4 2025 Feb 12, 2026
Rare Wolf Capital LLC History New 7,970 508 0.32% 171 +7,970 New Q4 2025 Feb 19, 2026
Vanguard Personalized Indexing Management, LLC History Added to 7,643 487 0.0% 0.0% 172 +729 10.54% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 7,622 486 0.0% 0.0% 173 -4,760 -38.44% Q4 2025 Feb 17, 2026
Tidal Investments LLC History New 7,571 483 0.0% 174 +7,571 New Q4 2025 Feb 13, 2026
Hudson Bay Capital Management LP History Reduced 7,390 471 0.0% 0.01% 175 -28,445 -79.38% Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 7,344 468 0.01% 0.01% 176 +97 1.34% Q4 2025 Feb 02, 2026
NewEdge Wealth, LLC History New 7,179 458 0.01% 177 +7,179 New Q4 2025 Feb 03, 2026
Flower City Capital History New 7,160 457 0.23% 178 +7,160 New Q4 2025 Jan 22, 2026
Quantbot Technologies LP History Reduced 7,104 453 0.02% 0.04% 179 -17,191 -70.76% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 7,055 450 0.0% 0.0% 180 +1,127 19.01% Q4 2025 Feb 17, 2026
NAVELLIER & ASSOCIATES INC History Reduced 7,041 449 0.05% 0.05% 181 -2,397 -25.4% Q4 2025 Feb 03, 2026
Utah Retirement Systems History No change 6,944 443 0.0% 0.0% 182 0 0.0% Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 6,720 429 0.0% 183 +6,720 New Q4 2025 Feb 04, 2026
Summit Trail Advisors, LLC History Reduced 6,672 425 0.01% 0.01% 184 -2,219 -24.96% Q4 2025 Feb 17, 2026
FORA Capital, LLC History New 6,438 411 0.05% 185 +6,438 New Q4 2025 Feb 13, 2026
Fieldview Capital Management, LLC History New 6,293 401 0.07% 187 +6,293 New Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History No change 6,293 401 0.01% 0.01% 186 0 0.0% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Added to 6,100 389 0.01% 0.01% 188 +100 1.67% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 5,856 373 0.0% 0.0% 189 -354 -5.7% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 5,717 364 0.0% 0.0% 190 +92 1.64% Q4 2025 Feb 10, 2026
Cornerstone Investment Partners, LLC History New 5,681 362 0.01% 191 +5,681 New Q4 2025 Jan 29, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 5,684 362 0.01% 0.01% 192 -56 -0.98% Q4 2025 Jan 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 5,300 338 0.02% 193 +5,300 New Q4 2025 Feb 12, 2026
AlphaQuest LLC History Added to 5,303 338 0.02% 0.02% 194 +185 3.61% Q4 2025 Feb 09, 2026
STIFEL FINANCIAL CORP History Added to 5,215 332 0.0% 0.0% 195 +164 3.25% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 5,177 330 0.0% 0.0% 196 +39 0.76% Q4 2025 Jan 30, 2026
Aspen Grove Capital, LLC History Added to 5,087 324 0.06% 0.05% 197 +39 0.77% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 4,997 319 0.0% 0.0% 198 +950 23.47% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Added to 4,840 308 0.02% 0.01% 199 +15 0.31% Q4 2025 Feb 11, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Reduced 4,690 299 0.01% 0.01% 200 -700 -12.99% Q4 2025 Jan 27, 2026
NewEdge Advisors, LLC History New 4,646 296 0.0% 201 +4,646 New Q4 2025 Feb 18, 2026
North Dakota State Investment Board History New 4,585 292 0.01% 202 +4,585 New Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History New 4,563 291 0.0% 203 +4,563 New Q4 2025 Feb 02, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 4,543 290 0.0% 0.0% 205 -12,621 -73.53% Q4 2025 Jan 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,545 290 0.0% 0.0% 204 +3,755 475.32% Q4 2025 Feb 06, 2026
BANK OF NOVA SCOTIA History New 4,500 287 0.0% 206 +4,500 New Q4 2025 Feb 13, 2026
&PARTNERS History Added to 4,509 287 0.0% 0.0% 207 +497 12.39% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History New 4,485 286 0.0% 208 +4,485 New Q4 2025 Jan 09, 2026
Wedmont Private Capital History New 4,304 283 0.01% 209 +4,304 New Q4 2025 Jan 08, 2026
Farther Finance Advisors, LLC History Added to 4,398 280 0.0% 0.0% 210 +2,414 121.67% Q4 2025 Jan 23, 2026
Adams Wealth Management History No change 4,329 278 0.06% 0.05% 211 0 0.0% Q4 2025 Feb 18, 2026
CacheTech Inc. History No change 4,329 278 0.05% 0.05% 212 0 0.0% Q4 2025 Feb 18, 2026
CIBC Asset Management Inc History New 4,347 277 0.0% 213 +4,347 New Q4 2025 Feb 10, 2026
Cordoba Advisory Partners LLC History New 4,323 275 0.07% 214 +4,323 New Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 4,255 271 0.0% 0.0% 215 +292 7.37% Q4 2025 Feb 12, 2026
Caitong International Asset Management Co., Ltd History Added to 4,034 257 0.06% 217 +4,026 50325.0% Q4 2025 Mar 03, 2026
Federation des caisses Desjardins du Quebec History Added to 4,037 257 0.0% 0.0% 218 +405 11.15% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 4,031 257 0.0% 0.0% 216 -235 -5.51% Q4 2025 Feb 11, 2026
Chicago Partners Investment Group LLC History Added to 4,115 256 0.01% 0.01% 219 +42 1.03% Q4 2025 Jan 28, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 4,000 255 0.0% 0.05% 220 -52,941 -92.98% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 3,975 253 0.0% 0.0% 221 -3,890 -49.46% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 3,938 251 0.0% 0.0% 222 +1,159 41.71% Q4 2025 Feb 17, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 3,900 249 0.01% 0.01% 223 0 0.0% Q4 2025 Feb 03, 2026
Texas Yale Capital Corp. History New 3,900 248 0.01% 224 +3,900 New Q4 2025 Feb 10, 2026
XTX Topco Ltd History Reduced 3,841 245 0.01% 0.07% 225 -20,809 -84.42% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 3,823 244 0.0% 0.0% 226 +22 0.58% Q4 2025 Feb 17, 2026
KBC Group NV History No change 3,791 242 0.0% 0.0% 227 0 0.0% Q4 2025 Jan 26, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 3,700 236 0.0% 228 +3,700 New Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,638 232 0.0% 0.0% 229 0 0.0% Q4 2025 Feb 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 3,578 228 0.0% 0.0% 230 -447 -11.11% Q4 2025 Feb 18, 2026
Iron Gate Global Advisors LLC History No change 3,500 223 0.02% 0.02% 231 0 0.0% Q4 2025 Feb 17, 2026
FJ Capital Management LLC History Reduced 3,405 217 0.02% 0.06% 235 -6,639 -66.1% Q4 2025 Feb 13, 2026
Westover Capital Advisors, LLC History Reduced 3,400 217 0.04% 0.08% 233 -3,700 -52.11% Q4 2025 Feb 09, 2026
SMH CAPITAL ADVISORS INC History New 3,400 217 0.44% 232 +3,400 New Q4 2025 Feb 12, 2026
Catalyst Capital Advisors LLC History No change 3,400 217 0.0% 0.0% 234 0 0.0% Q4 2025 Feb 10, 2026
PZENA INVESTMENT MANAGEMENT LLC History New 3,386 216 0.0% 236 +3,386 New Q4 2025 Feb 06, 2026
WESTPAC BANKING CORP History Reduced 3,263 208 0.01% 0.01% 237 -25 -0.76% Q4 2025 Feb 10, 2026
SMART Wealth LLC History New 3,183 203 0.06% 238 +3,183 New Q4 2025 Jan 26, 2026
STRS OHIO History Added to 3,168 202 0.0% 0.0% 239 +6 0.19% Q4 2025 Feb 02, 2026
COMERICA BANK History Added to 2,879 183 0.0% 0.0% 240 +2,313 408.66% Q4 2025 Jan 29, 2026
SIGNATUREFD, LLC History Added to 2,270 144 0.0% 0.0% 241 +108 5.0% Q4 2025 Jan 20, 2026
TEMA ETFS LLC History New 2,179 139 0.01% 242 +2,179 New Q4 2025 Jan 16, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 2,053 131 0.01% 0.01% 243 -3 -0.15% Q4 2025 Jan 20, 2026
Kestra Advisory Services, LLC History New 1,875 119 0.0% 244 +1,875 New Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 1,863 118 0.0% 0.0% 245 -17,083 -90.17% Q4 2025 Feb 10, 2026
Eurizon Capital SGR S.p.A. History New 1,830 117 0.0% 246 +1,830 New Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Added to 1,808 115 0.0% 0.0% 247 +320 21.51% Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History New 1,590 101 0.0% 248 +1,590 New Q4 2025 Feb 12, 2026
CWM, LLC History Added to 1,500 96 0.0% 0.0% 249 +273 22.25% Q4 2025 Jan 26, 2026
Sterling Capital Management LLC History Added to 1,368 87 0.0% 0.0% 250 +678 98.26% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 1,286 82 0.0% 0.0% 251 +312 32.03% Q4 2025 Jan 05, 2026
Versant Capital Management, Inc History Added to 1,160 74 0.01% 0.01% 252 +7 0.61% Q4 2025 Jan 08, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,132 72 0.0% 0.0% 253 +273 31.78% Q4 2025 Feb 13, 2026
Harvest Fund Management Co., Ltd History New 1,097 70 0.0% 254 +1,097 New Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Added to 1,108 70 0.0% 0.0% 255 +21 1.93% Q4 2025 Feb 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 1,095 69 0.0% 0.0% 256 +103 10.38% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 1,050 67 0.0% 257 +1,050 New Q4 2025 Feb 17, 2026
Quarry LP History Reduced 1,035 66 0.01% 0.04% 258 -1,807 -63.58% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 786 50 0.0% 259 +786 New Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Reduced 763 48 0.0% 0.01% 260 -3,992 -83.95% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 675 43 0.0% 0.0% 261 +649 2496.15% Q4 2025 Feb 06, 2026
VALLEY NATIONAL ADVISERS INC History No change 649 41 0.01% 0.01% 262 0 0.0% Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 600 38 0.0% 263 +600 New Q4 2025 Feb 03, 2026
Byrne Asset Management LLC History No change 400 25 0.01% 0.01% 264 0 0.0% Q4 2025 Jan 12, 2026
Lummis Asset Management, LP History No change 379 24 0.01% 0.01% 265 0 0.0% Q4 2025 Feb 10, 2026
Redwood Park Advisors LLC History No change 372 23 0.02% 0.01% 266 0 0.0% Q4 2025 Feb 17, 2026
BARRETT & COMPANY, INC. History Reduced 350 22 0.01% 0.04% 267 -1,500 -81.08% Q4 2025 Jan 28, 2026
DANSKE BANK A/S History No change 300 19 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 02, 2026
Colonial Trust Co / SC History New 294 18 0.0% 269 +294 New Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 273 17 0.0% 0.0% 270 +7 2.63% Q4 2025 Jan 15, 2026
Arax Advisory Partners History New 261 16 0.0% 271 +261 New Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 241 15 0.0% 274 +241 New Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Added to 250 15 0.0% 0.0% 272 +50 25.0% Q4 2025 Feb 12, 2026
Covestor Ltd History Reduced 237 15 0.01% 0.01% 273 -10 -4.05% Q4 2025 Feb 06, 2026
MAI Capital Management History Reduced 223 14 0.0% 0.0% 275 -26 -10.44% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 226 14 0.0% 0.0% 276 -6 -2.59% Q4 2025 Jan 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 206 13 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 03, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 192 12 0.0% 278 +192 New Q4 2025 Feb 11, 2026
CVA Family Office, LLC History Added to 195 12 0.0% 0.0% 280 +135 225.0% Q4 2025 Jan 12, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 195 12 0.0% 0.0% 279 -96 -32.99% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History No change 150 9 0.0% 0.0% 281 0 0.0% Q4 2025 Jan 27, 2026
ASSETMARK, INC History Added to 129 8 0.0% 0.0% 282 +71 122.41% Q4 2025 Jan 23, 2026
Bell Investment Advisors, Inc History Added to 103 6 0.0% 288 +92 836.36% Q4 2025 Feb 24, 2026
Global Retirement Partners, LLC History Added to 106 6 0.0% 0.0% 286 +69 186.49% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History Reduced 108 6 0.0% 0.0% 283 -30 -21.74% Q4 2025 Jan 27, 2026
CENTRAL TRUST Co History No change 104 6 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 109 6 0.0% 0.0% 285 0 0.0% Q4 2025 Feb 10, 2026
Costello Asset Management, INC History No change 100 6 0.0% 0.0% 287 0 0.0% Q4 2025 Feb 03, 2026
HARBOUR INVESTMENTS, INC. History No change 86 5 0.0% 0.0% 289 0 0.0% Q4 2025 Feb 09, 2026
Sunbelt Securities, Inc. History New 67 4 0.0% 290 +67 New Q4 2025 Feb 20, 2026
Root Financial Partners, LLC History Added to 67 4 0.0% 293 +61 1016.67% Q4 2025 Feb 10, 2026
Westfuller Advisors, LLC History Added to 64 4 0.0% 0.0% 294 +43 204.76% Q4 2025 Jan 21, 2026
Activest Wealth Management History Reduced 68 4 0.0% 0.0% 292 -13 -16.05% Q4 2025 Jan 30, 2026
Blue Trust, Inc. History Added to 73 4 0.0% 0.0% 291 +7 10.61% Q4 2025 Jan 16, 2026
Sound Income Strategies, LLC History New 56 3 0.0% 295 +56 New Q4 2025 Jan 21, 2026
Rakuten Securities, Inc. History Reduced 39 2 0.0% 0.0% 301 -72 -64.86% Q4 2025 Jan 29, 2026
Bare Financial Services, Inc History New 32 2 0.0% 300 +32 New Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 45 2 0.0% 0.0% 296 +25 125.0% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History No change 34 2 0.0% 0.0% 297 0 0.0% Q4 2025 Feb 05, 2026
CoreCap Advisors, LLC History No change 45 2 0.0% 0.0% 298 0 0.0% Q4 2025 Jan 13, 2026
True Wealth Design, LLC History No change 44 2 0.0% 0.0% 299 0 0.0% Q4 2025 Jan 08, 2026
JFS WEALTH ADVISORS, LLC History New 27 1 0.0% 305 +27 New Q4 2025 Jan 14, 2026
Cromwell Holdings LLC History New 22 1 0.0% 308 +22 New Q4 2025 Jan 20, 2026
SouthState Bank Corp History Reduced 26 1 0.0% 0.0% 302 -20 -43.48% Q4 2025 Feb 11, 2026
EQ WEALTH ADVISORS, LLC History New 17 1 0.0% 311 +17 New Q4 2025 Feb 02, 2026
Cornerstone Planning Group LLC History Added to 18 1 0.0% 307 +16 800.0% Q4 2025 Feb 02, 2026
Strive Financial Group ,LLC History New 16 1 0.0% 313 +16 New Q4 2025 Feb 18, 2026
Retirement Wealth Solutions LLC History Reduced 31 1 0.0% 0.0% 310 -12 -27.91% Q4 2025 Jan 07, 2026
Physician Wealth Advisors, Inc. History Added to 22 1 0.0% 306 +11 100.0% Q4 2025 Jan 29, 2026
UMB Bank, n.a. History Added to 16 1 0.0% 303 +4 33.33% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 16 1 0.0% 309 +4 33.33% Q4 2025 Feb 13, 2026
Rialto Wealth Management, LLC History Added to 23 1 0.0% 0.0% 312 +2 9.52% Q4 2025 Jan 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 18 1 0.0% 0.0% 304 0 0.0% Q4 2025 Feb 09, 2026
Azora Capital LP History Closed out 0 0 1.16% -435,100 -100.0% Q3 2025 Nov 14, 2025
Freestone Grove Partners LP History Closed out 0 0 0.17% -400,976 -100.0% Q3 2025 Nov 14, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.01% -321,235 -100.0% Q3 2025 Nov 13, 2025
Fortress Investment Group LLC History Closed out 0 0 2.28% -298,813 -100.0% Q3 2025 Nov 14, 2025
SOROS FUND MANAGEMENT LLC History Closed out 0 0 0.23% -276,460 -100.0% Q3 2025 Nov 14, 2025
Boston Partners History Closed out 0 0 0.01% -158,612 -100.0% Q3 2025 Nov 13, 2025
FRONTIER CAPITAL MANAGEMENT CO LLC History Closed out 0 0 0.05% -97,915 -100.0% Q3 2025 Nov 14, 2025
Assenagon Asset Management S.A. History Closed out 0 0 0.01% -72,102 -100.0% Q3 2025 Oct 07, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 14.95% -56,063 -100.0% Q3 2025 Dec 09, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.04% -41,042 -100.0% Q3 2025 Nov 14, 2025
COOKSON PEIRCE & CO INC History Closed out 0 0 0.09% -39,286 -100.0% Q3 2025 Nov 06, 2025
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 0.47% -23,375 -100.0% Q3 2025 Oct 23, 2025
JACKSON SQUARE CAPITAL, LLC History Closed out 0 0 0.18% -14,483 -100.0% Q3 2025 Oct 09, 2025
Ensign Peak Advisors, Inc History Closed out 0 0 0.0% -13,240 -100.0% Q3 2025 Nov 13, 2025
Epoch Investment Partners, Inc. History Closed out 0 0 0.0% -11,894 -100.0% Q3 2025 Nov 13, 2025
OSSIAM History Closed out 0 0 0.01% -11,774 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -10,315 -100.0% Q3 2025 Nov 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -7,775 -100.0% Q3 2025 Nov 13, 2025
CenterBook Partners LP History Closed out 0 0 0.02% -7,194 -100.0% Q3 2025 Nov 07, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -7,081 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.0% -6,892 -100.0% Q3 2025 Nov 13, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.11% -5,965 -100.0% Q3 2025 Nov 13, 2025
PharVision Advisers, LLC History Closed out 0 0 0.16% -5,081 -100.0% Q3 2025 Nov 17, 2025
Stamos Capital Partners, L.P. History Closed out 0 0 0.05% -4,606 -100.0% Q3 2025 Nov 13, 2025
Requisite Capital Management, LLC History Closed out 0 0 0.04% -4,505 -100.0% Q3 2025 Nov 12, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.11% -4,088 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -4,056 -100.0% Q3 2025 Nov 04, 2025
111 Capital History Closed out 0 0 0.04% -3,665 -100.0% Q3 2025 Nov 12, 2025
Scientech Research LLC History Closed out 0 0 0.07% -3,534 -100.0% Q3 2025 Nov 14, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -914 -100.0% Q3 2025 Nov 12, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -890 -100.0% Q3 2025 Nov 10, 2025
BI Asset Management Fondsmaeglerselskab A/S History Closed out 0 0 0.0% -731 -100.0% Q3 2025 Nov 05, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -144 -100.0% Q3 2025 Nov 12, 2025
NATIXIS History Closed out 0 0 0.0% -77 -100.0% Q3 2025 Nov 14, 2025
North Capital, Inc. History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Oct 09, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Nov 14, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -19 -100.0% Q3 2025 Nov 03, 2025
Fortitude Family Office, LLC History New 15 0 +15 New Q4 2025 Jan 15, 2026
TD PRIVATE CLIENT WEALTH LLC History New 14 0 +14 New Q4 2025 Feb 05, 2026
Cornerstone Financial Management LLC History New 12 0 +12 New Q4 2025 Feb 13, 2026
Stone House Investment Management, LLC History New 11 0 +11 New Q4 2025 Jan 21, 2026
IFP Advisors, Inc History New 10 0 +10 New Q4 2025 Feb 06, 2026
Transamerica Financial Advisors, LLC History Added to 15 0 +8 114.29% Q4 2025 Feb 13, 2026
SJS Investment Consulting Inc. History Added to 9 0 +8 800.0% Q4 2025 Jan 21, 2026
Westside Investment Management, Inc. History New 7 0 +7 New Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Reduced 8 0 -4 -33.33% Q4 2025 Feb 12, 2026
Davis Capital Management History New 4 0 +4 New Q4 2025 Jan 28, 2026
Abound Wealth Management History New 4 0 +4 New Q4 2025 Jan 12, 2026
Bay Harbor Wealth Management, LLC History Added to 5 0 +3 150.0% Q4 2025 Feb 02, 2026
DiNuzzo Private Wealth, Inc. History Added to 6 0 +3 100.0% Q4 2025 Jan 16, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 -3 -100.0% Q3 2025 Oct 09, 2025
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Seneschal Advisors, LLC History New 2 0 +2 New Q4 2025 Feb 13, 2026
HFM Investment Advisors, LLC History New 2 0 +2 New Q4 2025 Feb 05, 2026
HUNTINGTON NATIONAL BANK History New 1 0 +1 New Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History Reduced 3 0 -1 -25.0% Q4 2025 Feb 13, 2026
American Capital Advisory, LLC History Added to 2 0 +1 100.0% Q4 2025 Jan 30, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5 0 0 0.0% Q4 2025 Feb 06, 2026
MV CAPITAL MANAGEMENT, INC. History No change 2 0 0 0.0% Q4 2025 Feb 23, 2026
Crewe Advisors LLC History No change 5 0 0 0.0% Q4 2025 Jan 16, 2026
Wealth Watch Advisors, INC History No change 3 0 0 0.0% Q4 2025 Feb 17, 2026
Hughes Financial Services, LLC History No change 12 0 0 0.0% Q4 2025 Feb 11, 2026
Dogwood Wealth Management LLC History No change 1 0 0 0.0% Q4 2025 Feb 04, 2026