TripAdvisor, Inc. - TRIP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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
BlackRock, Inc. History Reduced 16,902,989 246,107 0.0% 0.0% 1 -107,304 -0.63% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 12,567,936 182,989 0.0% 0.0% 2 +721,957 6.09% Q4 2025 Jan 29, 2026
Starboard Value LP History Added to 9,644,996 140,431 2.66% 2.91% 3 +134,512 1.41% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 8,240,565 119,982 0.03% 0.03% 4 +824,546 11.12% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 4,769,667 69,446 0.0% 0.0% 5 -190,859 -3.85% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,762,943 54,789 0.01% 0.01% 6 +216,862 6.12% Q4 2025 Feb 12, 2026
River Road Asset Management, LLC History Added to 3,448,718 50,213 0.55% 0.62% 7 +56,159 1.66% Q4 2025 Feb 24, 2026
Nuveen, LLC History Added to 3,355,310 48,853 0.01% 0.01% 8 +961,121 40.14% Q4 2025 Feb 12, 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ History Added to 2,838,257 41,325 1.84% 1.95% 9 +493,273 21.04% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,831,590 41,235 0.0% 0.0% 10 -13,964 -0.49% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 2,822,117 41,090 0.01% 11 +2,822,117 New Q4 2025 Feb 17, 2026
FIL Ltd History No change 2,566,265 37,364 0.03% 0.03% 12 0 0.0% Q4 2025 Feb 17, 2026
Technology Crossover Management IX, Ltd. History No change 2,281,000 33,211 2.95% 2.92% 13 0 0.0% Q4 2025 Feb 06, 2026
MORGAN STANLEY History Added to 2,210,732 32,188 0.0% 0.0% 14 +327,434 17.39% Q4 2025 Feb 13, 2026
PAR CAPITAL MANAGEMENT INC History Added to 2,180,564 31,749 0.84% 0.95% 15 +180,564 9.03% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,085,198 30,360 0.0% 0.01% 16 -954,000 -31.39% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Added to 2,014,579 29,332 0.06% 0.05% 17 +261 0.01% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Reduced 1,914,859 27,880 0.05% 0.06% 18 -72,380 -3.64% Q4 2025 Feb 12, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Reduced 1,815,534 26,434 0.23% 0.34% 19 -506,074 -21.8% Q4 2025 Feb 13, 2026
AltraVue Capital, LLC History Reduced 1,707,800 24,865 2.05% 2.31% 20 -6,160 -0.36% Q4 2025 Feb 11, 2026
Blue Grotto Capital, LLC History Added to 1,615,000 23,514 2.42% 2.45% 21 +315,000 24.23% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,578,563 22,983 0.0% 0.0% 22 -9,057 -0.57% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 1,428,604 20,800 0.0% 0.0% 23 +3,339 0.23% Q4 2025 Mar 25, 2026
Holocene Advisors, LP History Reduced 1,396,258 20,329 0.04% 0.08% 24 -814,645 -36.85% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 1,369,200 19,935 0.0% 0.01% 25 -1,145,368 -45.55% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 1,221,637 17,787 0.0% 0.0% 26 -445,470 -26.72% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Reduced 1,147,911 16,713 0.0% 0.0% 27 -46,109 -3.86% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 1,107,995 16,132 0.02% 0.0% 28 +1,046,858 1712.31% Q4 2025 Jan 09, 2026
Lightrock Netherlands B.V. History Added to 1,072,810 15,620 3.24% 3.69% 29 +52,000 5.09% Q4 2025 Jan 26, 2026
HBK INVESTMENTS L P History No change 1,066,160 15,523 0.12% 0.19% 30 0 0.0% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 1,052,760 15,328 0.0% 0.0% 31 +6,053 0.58% Q4 2025 Feb 19, 2026
U S GLOBAL INVESTORS INC History Added to 1,037,854 15,111 1.62% 1.6% 32 +164,985 18.9% Q4 2025 Jan 28, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 791,909 11,530 0.01% 0.01% 33 -491,809 -38.31% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 743,387 10,823 0.0% 0.0% 34 -37,731 -4.83% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 728,491 10,606 0.0% 0.0% 35 +444,168 156.22% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 692,740 10,086 0.01% 0.01% 36 +10,226 1.5% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History Added to 677,836 9,869 0.03% 0.02% 37 +246,196 57.04% Q4 2025 Feb 24, 2026
Walleye Trading LLC History Reduced 671,256 9,773 0.01% 0.02% 38 -33,982 -4.82% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Reduced 640,600 9,327 0.02% 0.02% 39 -128,800 -16.74% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Reduced 617,868 8,996 0.01% 0.01% 40 -363,829 -37.06% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 602,827 8,777 0.01% 0.0% 41 +573,695 1969.29% Q4 2025 Feb 17, 2026
Toronado Partners, LLC History Reduced 576,715 8,396 8.02% 9.09% 42 -266,939 -31.64% Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 557,960 8,123 0.0% 0.01% 43 -325,933 -36.87% Q4 2025 Feb 02, 2026
SOROS FUND MANAGEMENT LLC History New 520,000 7,571 0.09% 44 +520,000 New Q4 2025 Feb 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 475,010 6,916 0.1% 0.14% 45 -129,899 -21.47% Q4 2025 Jan 05, 2026
JANE STREET GROUP, LLC History Reduced 466,400 6,790 0.0% 0.0% 46 -425,400 -47.7% Q4 2025 Feb 12, 2026
Hillsdale Investment Management Inc. History Added to 465,900 6,783 0.19% 0.19% 47 +78,800 20.36% Q4 2025 Feb 10, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 465,619 6,779 0.05% 0.03% 48 +227,535 95.57% Q4 2025 Feb 10, 2026
MONIMUS CAPITAL MANAGEMENT, LP History Added to 453,777 6,606 4.36% 3.19% 49 +135,543 42.59% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 404,605 5,891 0.02% 0.03% 50 -48,381 -10.68% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 397,859 5,792 0.02% 0.02% 51 +115,604 40.96% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 195,467 5,721 0.01% 0.01% 52 0 0.0% Q4 2025 Jan 28, 2026
INFINITUM ASSET MANAGEMENT, LLC History No change 380,500 5,540 0.82% 1.14% 53 0 0.0% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 374,001 5,445 0.0% 0.0% 54 +122,341 48.61% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 368,493 5,365 0.0% 0.0% 55 +19,732 5.66% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 363,731 5,295 0.05% 0.05% 56 +31,089 9.35% Q4 2025 Feb 10, 2026
Legato Capital Management LLC History No change 363,230 5,288 0.46% 0.64% 57 0 0.0% Q4 2025 Feb 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 358,470 5,219 0.01% 0.01% 58 -7,300 -2.0% Q4 2025 Feb 12, 2026
IMC-Chicago, LLC History Reduced 358,022 5,212 0.0% 0.0% 59 -191,282 -34.82% Q4 2025 Jan 29, 2026
DCM Advisors, LLC History Added to 355,612 5,177 2.15% 0.32% 60 +309,362 668.89% Q4 2025 Feb 18, 2026
Headwater Capital Co Ltd History Reduced 350,000 5,096 1.06% 3.66% 61 -570,000 -61.96% Q4 2025 Feb 19, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 355,899 5,092 0.0% 0.0% 62 -197 -0.06% Q4 2025 Feb 17, 2026
NFJ INVESTMENT GROUP, LLC History New 331,980 4,833 0.17% 63 +331,980 New Q4 2025 Feb 13, 2026
Alyeska Investment Group, L.P. History Reduced 330,918 4,818 0.01% 0.08% 64 -1,320,266 -79.96% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 326,457 4,753 0.0% 0.0% 65 +225,553 223.53% Q4 2025 Feb 17, 2026
Gilman Hill Asset Management, LLC History Reduced 325,450 4,738 0.75% 0.83% 66 -20 -0.01% Q4 2025 Jan 12, 2026
RHUMBLINE ADVISERS History Reduced 311,502 4,535 0.0% 0.0% 67 -19,269 -5.83% Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 305,635 4,450 0.01% 0.01% 68 +70,141 29.78% Q4 2025 Feb 17, 2026
13D Management LLC History No change 300,000 4,368 5.2% 4.68% 69 0 0.0% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 282,060 4,106 0.0% 0.0% 70 -18,580 -6.18% Q4 2025 Feb 09, 2026
AMERICAN CENTURY COMPANIES INC History Added to 267,275 3,891 0.0% 0.0% 71 +1,466 0.55% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 253,658 3,693 0.0% 0.0% 72 +177,659 233.76% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 238,283 3,469 0.0% 0.0% 73 +87,858 58.41% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 228,217 3,322 0.01% 0.01% 74 +20,125 9.67% Q4 2025 Feb 17, 2026
Penserra Capital Management LLC History Reduced 221,349 3,222 0.04% 0.04% 75 -7,938 -3.46% Q4 2025 Feb 12, 2026
LMR Partners LLP History Reduced 220,000 3,203 0.01% 0.09% 76 -983,678 -81.72% Q4 2025 Feb 17, 2026
ARDSLEY ADVISORY PARTNERS LP History Added to 214,000 3,115 0.34% 0.3% 77 +66,000 44.59% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 204,252 2,974 0.0% 0.0% 78 +201,824 8312.36% Q4 2025 Feb 05, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 198,354 2,888 0.0% 0.0% 79 -40,087 -16.81% Q4 2025 Feb 18, 2026
Caption Management, LLC History Added to 195,541 2,847 0.02% 0.02% 80 +18,048 10.17% Q4 2025 Feb 17, 2026
Swiss National Bank History No change 194,600 2,833 0.0% 0.0% 81 0 0.0% Q4 2025 Feb 12, 2026
Wallace Capital Management Inc. History Reduced 193,107 2,811 0.34% 0.57% 82 -90,078 -31.81% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 191,893 2,793 0.0% 0.0% 83 +7,036 3.81% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 179,259 2,610 0.0% 0.0% 84 -159,761 -47.12% Q4 2025 Feb 13, 2026
Ballast Asset Management, LP History Reduced 178,993 2,606 1.23% 1.37% 85 -6,188 -3.34% Q4 2025 Feb 09, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 172,635 2,527 0.0% 86 +172,635 New Q4 2025 Feb 13, 2026
Bastion Asset Management Inc. History New 167,887 2,517 1.39% 87 +167,887 New Q4 2025 Feb 06, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History Added to 170,259 2,478 0.95% 0.81% 88 +44,259 35.13% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 161,691 2,354 0.0% 0.0% 89 -139,238 -46.27% Q4 2025 Feb 17, 2026
Villanova Investment Management Co LLC History Added to 158,953 2,314 1.63% 1.45% 90 +29,814 23.09% Q4 2025 Feb 26, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 151,864 2,222 0.0% 0.0% 91 +83,242 121.31% Q4 2025 Jan 28, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 140,178 2,041 0.0% 0.0% 92 +9,492 7.26% Q4 2025 Jan 30, 2026
MILLENNIUM MANAGEMENT LLC History Added to 140,102 2,039 0.0% 0.0% 93 +54,283 63.25% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 135,517 1,973 0.01% 0.01% 94 +53,697 65.63% Q4 2025 Jan 29, 2026
Summit Trail Advisors, LLC History Added to 135,445 1,972 0.03% 0.02% 95 +53,595 65.48% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 133,728 1,947 0.0% 0.0% 96 +47,213 54.57% Q4 2025 Feb 13, 2026
Blueshift Asset Management, LLC History Reduced 133,565 1,944 0.56% 0.73% 97 -12,950 -8.84% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 130,704 1,903 0.0% 0.0% 98 -8,049 -5.8% Q4 2025 Feb 13, 2026
IMA Advisory Services, Inc. History New 130,662 1,902 0.18% 99 +130,662 New Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 125,674 1,829 0.0% 0.0% 100 -9,895 -7.3% Q4 2025 Feb 17, 2026
P SCHOENFELD ASSET MANAGEMENT LP History Added to 125,000 1,820 0.64% 0.3% 101 +25,000 25.0% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Added to 123,395 1,796 0.01% 0.0% 102 +50,260 68.72% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 115,622 1,683 0.0% 0.0% 103 +366 0.32% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History New 115,023 1,674 0.05% 104 +115,023 New Q4 2025 Feb 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 113,400 1,651 0.03% 0.04% 105 -11,000 -8.84% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 113,100 1,646 0.0% 0.0% 106 -89,100 -44.07% Q4 2025 Mar 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 112,115 1,633 0.0% 0.0% 107 +8,628 8.34% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 106,880 1,556 0.0% 0.0% 108 -408 -0.38% Q4 2025 Feb 13, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 105,000 1,528 0.37% 0.37% 109 0 0.0% Q4 2025 Feb 02, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 103,718 1,510 0.0% 0.0% 110 -7,013 -6.33% Q4 2025 Feb 10, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 99,900 1,472 0.64% 0.21% 111 +70,200 236.36% Q4 2025 Feb 17, 2026
Marex Group plc History Added to 100,208 1,459 0.01% 0.01% 112 +16,833 20.19% Q4 2025 Feb 12, 2026
Persistent Asset Partners Ltd History New 100,000 1,456 0.65% 113 +100,000 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 99,034 1,441 0.0% 0.0% 114 +3,392 3.55% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 96,520 1,405 0.0% 0.0% 115 +3,559 3.83% Q4 2025 Feb 17, 2026
Elo Mutual Pension Insurance Co History Added to 95,778 1,394 0.02% 0.02% 116 +28,529 42.42% Q4 2025 Feb 12, 2026
Leonteq Securities AG History Reduced 95,506 1,390 0.04% 0.08% 117 -58,265 -37.89% Q4 2025 Feb 06, 2026
CANADA LIFE ASSURANCE Co History Reduced 94,392 1,375 0.0% 0.0% 118 -20,790 -18.05% Q4 2025 Feb 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 93,680 1,363 0.1% 119 +93,680 New Q4 2025 Feb 17, 2026
ALLIANZ SE History New 93,050 1,354 0.02% 120 +93,050 New Q4 2025 Feb 13, 2026
Steamboat Capital Partners, LLC History Reduced 92,997 1,354 0.37% 0.39% 121 -141 -0.15% Q4 2025 Feb 17, 2026
Massar Capital Management, LP History No change 90,000 1,310 0.14% 0.19% 122 0 0.0% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 89,878 1,308 0.0% 0.01% 123 -15,066 -14.36% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 88,604 1,290 0.0% 0.0% 124 +18,635 26.63% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Reduced 86,030 1,252 0.02% 0.03% 125 -3,540 -3.95% Q4 2025 Jan 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 85,500 1,244 0.0% 0.0% 126 +16,300 23.55% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Reduced 83,606 1,217 0.01% 0.09% 127 -476,259 -85.07% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 80,916 1,178 0.0% 0.0% 128 -3,452 -4.09% Q4 2025 Feb 05, 2026
Bridgewater Associates, LP History Reduced 80,581 1,173 0.0% 0.03% 129 -338,839 -80.79% Q4 2025 Feb 13, 2026
Clal Insurance Enterprises Holdings Ltd History New 80,000 1,165 0.01% 130 +80,000 New Q4 2025 Feb 13, 2026
Quinn Opportunity Partners LLC History Reduced 75,040 1,092 0.05% 0.09% 132 -5,000 -6.25% Q4 2025 Feb 13, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 75,000 1,092 0.14% 0.26% 131 -1,148 -1.51% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 73,310 1,067 0.0% 0.0% 133 +21,921 42.66% Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Reduced 71,766 1,044 0.01% 0.01% 134 -2,604 -3.5% Q4 2025 Feb 09, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 64,053 932 0.14% 0.16% 135 +847 1.34% Q4 2025 Feb 03, 2026
MetLife Investment Management, LLC History Reduced 63,866 929 0.0% 0.01% 136 -5,671 -8.16% Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History Added to 63,800 928 0.0% 0.0% 137 +21,000 49.07% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 62,887 914 0.01% 0.01% 138 +1,091 1.77% Q4 2025 Jan 23, 2026
BOYAR ASSET MANAGEMENT INC. History Added to 62,345 907 0.58% 0.64% 139 +464 0.75% Q4 2025 Feb 13, 2026
CastleKnight Management LP History No change 60,900 886 0.02% 0.02% 140 0 0.0% Q4 2025 Feb 17, 2026
Illinois Municipal Retirement Fund History Reduced 59,795 870 0.01% 0.01% 141 -484 -0.8% Q4 2025 Feb 11, 2026
MACKENZIE FINANCIAL CORP History Reduced 54,876 801 0.0% 0.0% 142 -1,126 -2.01% Q4 2025 Feb 18, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 54,453 792 0.0% 0.0% 143 -24,274 -30.83% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 54,200 789 0.0% 2.81% 144 +16,900 45.31% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 54,068 787 0.0% 145 +54,068 New Q4 2025 Feb 13, 2026
Louisiana State Employees Retirement System History Added to 53,600 780 0.01% 0.01% 146 +200 0.37% Q4 2025 Jan 16, 2026
FIRST TRUST ADVISORS LP History Reduced 51,357 747 0.0% 0.0% 147 -51,946 -50.29% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 50,880 740 0.0% 0.0% 148 +12,330 31.98% Q4 2025 Feb 10, 2026
JENNISON ASSOCIATES LLC History New 50,673 737 0.0% 149 +50,673 New Q4 2025 Jan 30, 2026
Campbell & CO Investment Adviser LLC History Added to 50,425 734 0.04% 0.02% 150 +35,871 246.47% Q4 2025 Feb 12, 2026
Laurion Capital Management LP History New 47,533 692 0.03% 151 +47,533 New Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 47,300 688 0.0% 0.0% 152 +23,800 101.28% Q4 2025 Jan 28, 2026
Point72 Asset Management, L.P. History New 46,500 677 0.0% 153 +46,500 New Q4 2025 Feb 17, 2026
Versor Investments LP History Added to 46,100 671 0.1% 0.05% 154 +28,300 158.99% Q4 2025 Feb 04, 2026
Verition Fund Management LLC History Reduced 44,990 655 0.0% 0.01% 155 -37,175 -45.24% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 43,528 633 0.0% 0.0% 156 -199,756 -82.11% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 42,535 619 0.01% 0.03% 157 -99,128 -69.97% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 42,142 613 0.0% 0.0% 158 +1,395 3.42% Q4 2025 Jan 27, 2026
GUGGENHEIM CAPITAL LLC History New 41,341 601 0.0% 159 +41,341 New Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 40,886 595 0.0% 0.01% 160 -14,800 -26.58% Q4 2025 Feb 04, 2026
OSAIC HOLDINGS, INC. History Added to 39,703 578 0.0% 0.0% 161 +24,766 165.8% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 39,200 571 0.0% 0.0% 162 +12,700 47.92% Q4 2025 Feb 06, 2026
VARCOV Co. History New 39,185 570 0.22% 163 +39,185 New Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 37,706 547 0.0% 0.01% 164 -237,935 -86.32% Q4 2025 Feb 10, 2026
XTX Topco Ltd History Added to 36,439 530 0.01% 0.02% 165 +14,458 65.77% Q4 2025 Feb 17, 2026
Creative Planning History Added to 36,278 528 0.0% 0.0% 166 +7,870 27.7% Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History Added to 35,622 519 0.04% 0.03% 167 +14,440 68.17% Q4 2025 Feb 06, 2026
AMALGAMATED BANK History Added to 33,579 489 0.0% 0.0% 168 +606 1.84% Q4 2025 Feb 05, 2026
NOMURA HOLDINGS INC History New 33,190 483 0.0% 169 +33,190 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 31,974 465 0.0% 0.0% 170 0 0.0% Q4 2025 Feb 12, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 30,048 437 0.0% 0.0% 171 -2,162 -6.71% Q4 2025 Feb 13, 2026
K.J. Harrison & Partners Inc History Reduced 30,000 436 0.06% 0.08% 172 -5,000 -14.29% Q4 2025 Feb 03, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 28,943 421 0.0% 0.0% 173 -633 -2.14% Q4 2025 Feb 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 28,683 418 0.0% 0.0% 174 -4,409 -13.32% Q4 2025 Jan 29, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 28,409 414 0.03% 0.03% 175 +5,190 22.35% Q4 2025 Jan 20, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 31,527 411 0.0% 0.01% 176 -4,381 -12.2% Q4 2025 Jan 21, 2026
Arizona State Retirement System History Reduced 27,599 401 0.0% 0.0% 177 -2,070 -6.98% Q4 2025 Jan 28, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 26,779 389 0.0% 0.01% 178 +600 2.29% Q4 2025 Feb 04, 2026
Cerity Partners LLC History Reduced 26,389 384 0.0% 0.0% 179 -1,353 -4.88% Q4 2025 Feb 11, 2026
TRED AVON FAMILY WEALTH, LLC History Added to 25,356 369 0.12% 0.14% 180 +199 0.79% Q4 2025 Jan 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 23,636 347 0.0% 0.0% 181 +4,912 26.23% Q4 2025 Jan 08, 2026
Man Group plc History New 23,602 343 0.0% 182 +23,602 New Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 22,863 333 0.0% 0.0% 183 -1,522 -6.24% Q4 2025 Jan 26, 2026
State of Tennessee, Department of Treasury History Reduced 24,701 328 0.0% 0.0% 184 -12,146 -32.96% Q4 2025 Feb 18, 2026
ProShare Advisors LLC History Added to 22,265 324 0.0% 0.0% 185 +342 1.56% Q4 2025 Feb 06, 2026
Bayforest Capital Ltd History Added to 21,553 313 0.23% 0.13% 186 +4,161 23.92% Q4 2025 Jan 27, 2026
Amundi History Reduced 20,614 300 0.0% 0.0% 187 -90 -0.43% Q4 2025 Feb 17, 2026
Quent Capital, LLC History Added to 20,239 294 0.02% 0.0% 188 +20,000 8368.2% Q4 2025 Jan 29, 2026
MANGROVE PARTNERS IM, LLC History New 19,958 290 0.02% 189 +19,958 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 19,804 288 0.0% 0.0% 190 +5,821 41.63% Q4 2025 Feb 11, 2026
SummitTX Capital, L.P. History New 19,407 282 0.01% 191 +19,407 New Q4 2025 Feb 17, 2026
OXFORD ASSET MANAGEMENT LLP History New 19,294 280 0.11% 192 +19,294 New Q4 2025 Feb 17, 2026
Jain Global LLC History New 18,964 276 0.0% 193 +18,964 New Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Added to 17,864 260 0.01% 0.02% 194 +776 4.54% Q4 2025 Feb 10, 2026
Maryland State Retirement & Pension System History Added to 17,144 249 0.01% 0.01% 195 +448 2.68% Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History New 17,000 248 0.01% 196 +17,000 New Q4 2025 Feb 13, 2026
FMR LLC History Reduced 16,793 244 0.0% 0.0% 197 -15,438 -47.9% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 16,788 244 0.0% 0.0% 198 -4,588 -21.46% Q4 2025 Feb 17, 2026
Hennion & Walsh Asset Management, Inc. History Added to 16,746 243 0.01% 0.01% 199 +5,339 46.8% Q4 2025 Jan 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 15,465 225 0.0% 0.0% 200 -533 -3.33% Q4 2025 Jan 15, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 14,800 215 0.0% 0.05% 202 -116,230 -88.7% Q4 2025 Feb 13, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 14,784 215 0.08% 0.09% 201 0 0.0% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 14,498 211 0.0% 0.0% 203 +316 2.23% Q4 2025 Feb 06, 2026
Pictet Asset Management Holding SA History No change 14,377 209 0.0% 0.0% 204 0 0.0% Q4 2025 Jan 29, 2026
HighTower Advisors, LLC History Reduced 13,817 201 0.0% 0.0% 205 -6,499 -31.99% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 13,405 195 0.0% 0.0% 206 0 0.0% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 13,362 194 0.0% 0.0% 207 +353 2.71% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History New 12,460 181 0.0% 208 +12,460 New Q4 2025 Mar 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 12,173 177 0.0% 209 +12,173 New Q4 2025 Jan 27, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 12,059 175 0.02% 0.03% 210 -239 -1.94% Q4 2025 Jan 26, 2026
Quantedge Capital Pte Ltd History New 11,900 173 0.08% 212 +11,900 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 11,900 173 0.0% 0.0% 211 -1,437 -10.77% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 11,165 162 0.0% 0.0% 213 -21,600 -65.92% Q4 2025 Feb 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History New 10,744 152 0.0% 214 +10,744 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 10,335 150 0.0% 0.0% 215 -21,951 -67.99% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 9,812 142 0.0% 0.0% 216 +1,126 12.96% Q4 2025 Feb 10, 2026
Ameritas Investment Partners, Inc. History No change 9,724 141 0.0% 0.0% 217 0 0.0% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 8,785 127 0.0% 0.0% 218 -49 -0.55% Q4 2025 Feb 17, 2026
State of Wyoming History Added to 8,234 119 0.01% 0.01% 219 +4,548 123.39% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Added to 8,092 117 0.0% 0.0% 220 +2,118 35.45% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 7,713 112 0.0% 0.0% 221 -2,603 -25.23% Q4 2025 Feb 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 6,820 99 0.0% 0.0% 222 +2,260 49.56% Q4 2025 Feb 13, 2026
Vestcor Inc History New 6,529 95 0.0% 223 +6,529 New Q4 2025 Feb 11, 2026
AdvisorShares Investments LLC History Reduced 5,464 79 0.01% 0.02% 224 -768 -12.32% Q4 2025 Feb 10, 2026
Covestor Ltd History Added to 4,760 69 0.04% 0.02% 225 +2,990 168.93% Q4 2025 Feb 06, 2026
KBC Group NV History No change 4,680 68 0.0% 0.0% 226 0 0.0% Q4 2025 Jan 26, 2026
Boussard & Gavaudan Investment Management LLP History No change 1,500 61 0.0% 0.03% 227 0 0.0% Q4 2025 Feb 12, 2026
ATLAS CAPITAL ADVISORS INC. History New 3,961 57 0.01% 228 +3,961 New Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 3,946 57 0.0% 0.0% 229 +155 4.09% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 3,790 55 0.0% 0.0% 230 -515 -11.96% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 2,767 40 0.0% 0.0% 231 +1,821 192.49% Q4 2025 Mar 16, 2026
Advisory Services Network, LLC History Reduced 2,452 35 0.0% 0.0% 232 -2,521 -50.69% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 2,361 34 0.0% 0.0% 233 +2 0.08% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History New 2,299 33 0.0% 235 +2,299 New Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 2,300 33 0.0% 0.0% 234 +1,718 295.19% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Reduced 2,259 33 0.0% 0.0% 236 -223 -8.98% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History New 1,710 22 0.0% 238 +1,710 New Q4 2025 Jan 21, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 1,523 22 0.0% 0.0% 237 0 0.0% Q4 2025 Feb 13, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,451 21 0.0% 0.0% 239 0 0.0% Q4 2025 Jan 20, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,229 18 0.0% 0.0% 240 +341 38.4% Q4 2025 Feb 09, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 1,271 18 0.01% 0.01% 241 -79 -5.85% Q4 2025 Feb 05, 2026
GAMMA Investing LLC History Reduced 1,190 17 0.0% 0.0% 242 -643 -35.08% Q4 2025 Jan 05, 2026
BNP Paribas Asset Management Holding S.A. History New 1,102 16 0.0% 244 +1,102 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 1,099 16 0.0% 0.0% 243 -7 -0.63% Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History Added to 965 14 0.0% 0.0% 245 +31 3.32% Q4 2025 Feb 02, 2026
Aster Capital Management (DIFC) Ltd History New 817 11 0.0% 247 +817 New Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 815 11 0.0% 0.0% 246 -40 -4.68% Q4 2025 Feb 11, 2026
Arax Advisory Partners History Reduced 731 10 0.0% 0.01% 248 -35,605 -97.99% Q4 2025 Feb 13, 2026
Quarry LP History Reduced 705 10 0.0% 0.01% 250 -1,743 -71.2% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Reduced 707 10 0.0% 0.0% 249 -124 -14.92% Q4 2025 Jan 28, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 616 9 0.0% 251 +616 New Q4 2025 Feb 11, 2026
Pinnacle Bancorp, Inc. History Added to 681 9 0.0% 0.0% 252 +196 40.41% Q4 2025 Jan 22, 2026
SBI Securities Co., Ltd. History Reduced 684 9 0.0% 0.0% 253 -18 -2.56% Q4 2025 Feb 03, 2026
Pinnacle Wealth Planning Services, Inc. History New 507 7 0.0% 255 +507 New Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 503 7 0.0% 254 +471 1471.88% Q4 2025 Jan 07, 2026
EverSource Wealth Advisors, LLC History Added to 457 6 0.0% 0.0% 256 +21 4.82% Q4 2025 Feb 06, 2026
Wealth Preservation Advisors, LLC History No change 461 6 0.0% 0.0% 257 0 0.0% Q4 2025 Feb 23, 2026
Root Financial Partners, LLC History Added to 346 5 0.0% 0.0% 259 +66 23.57% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History No change 372 5 0.0% 0.0% 258 0 0.0% Q4 2025 Feb 09, 2026
Hilton Head Capital Partners, LLC History New 300 4 0.0% 264 +300 New Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Reduced 276 4 0.0% 0.0% 261 -287 -50.98% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 340 4 0.0% 0.0% 260 +155 83.78% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 288 4 0.0% 0.0% 262 +38 15.2% Q4 2025 Jan 23, 2026
Fourth Dimension Wealth, LLC History No change 300 4 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 04, 2026
AlphaQuest LLC History Reduced 272 3 0.0% 0.01% 265 -6,626 -96.06% Q4 2025 Feb 09, 2026
Colonial Trust Co / SC History Added to 236 3 0.0% 0.0% 266 +71 43.03% Q4 2025 Feb 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 192 2 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History No change 151 2 0.0% 0.0% 268 0 0.0% Q4 2025 Jan 08, 2026
Aventura Private Wealth, LLC History Reduced 110 1 0.0% 0.0% 278 -334 -75.23% Q4 2025 Jan 07, 2026
Allworth Financial LP History New 133 1 0.0% 272 +133 New Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 100 1 0.0% 274 +100 New Q4 2025 Feb 03, 2026
1 NORTH WEALTH SERVICES LLC History New 96 1 0.0% 273 +96 New Q4 2025 Feb 13, 2026
Beacon Financial Strategies CORP History New 69 1 0.0% 279 +69 New Q4 2025 Jan 12, 2026
SIGNATUREFD, LLC History Reduced 92 1 0.0% 0.0% 271 -68 -42.5% Q4 2025 Jan 20, 2026
Bare Financial Services, Inc History Added to 113 1 0.0% 0.0% 276 +35 44.87% Q4 2025 Feb 06, 2026
Marquette Asset Management, LLC History Added to 94 1 0.0% 0.0% 270 +29 44.62% Q4 2025 Jan 16, 2026
SouthState Bank Corp History No change 90 1 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History No change 94 1 0.0% 0.0% 275 0 0.0% Q4 2025 Jan 16, 2026
Sachetta, LLC History No change 106 1 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 02, 2026
Palliser Capital (UK) Ltd History Closed out 0 0 14.8% -1,240,791 -100.0% Q3 2025 Nov 14, 2025
Greenland Capital Management LP History Closed out 0 0 0.38% -294,151 -100.0% Q3 2025 Nov 10, 2025
MAVERICK CAPITAL LTD History Closed out 0 0 0.05% -215,859 -100.0% Q3 2025 Nov 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -199,488 -100.0% Q3 2025 Nov 13, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.08% -126,842 -100.0% Q3 2025 Nov 14, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.03% -96,510 -100.0% Q3 2025 Nov 14, 2025
Friedenthal Financial History Closed out 0 0 0.46% -54,755 -100.0% Q3 2025 Oct 15, 2025
KRYGER CAPITAL Ltd History Closed out 0 0 0.09% -50,000 -100.0% Q3 2025 Nov 14, 2025
Clear Harbor Asset Management, LLC History Closed out 0 0 0.04% -32,307 -100.0% Q3 2025 Nov 14, 2025
DANSKE BANK A/S History Closed out 0 0 0.0% -28,206 -100.0% Q3 2025 Nov 19, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 0.01% -21,802 -100.0% Q3 2025 Nov 13, 2025
NKCFO LLC History Closed out 0 0 0.1% -20,000 -100.0% Q3 2025 Nov 10, 2025
CIBC WORLD MARKET INC. History Closed out 0 0 0.0% -18,839 -100.0% Q3 2025 Nov 06, 2025
Empowered Funds, LLC History Closed out 0 0 0.0% -18,760 -100.0% Q3 2025 Nov 13, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -17,000 -100.0% Q3 2025 Nov 14, 2025
PharVision Advisers, LLC History Closed out 0 0 0.14% -15,059 -100.0% Q3 2025 Nov 17, 2025
SIG BROKERAGE, LP History Closed out 0 0 0.01% -14,000 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -13,193 -100.0% Q3 2025 Oct 30, 2025
Brown Miller Wealth Management, LLC History Closed out 0 0 0.06% -12,149 -100.0% Q3 2025 Oct 21, 2025
Virtu Financial LLC History Closed out 0 0 0.01% -10,612 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -10,400 -100.0% Q3 2025 Nov 14, 2025
CIBC Private Wealth Group LLC History Reduced 27 0 0.0% -3,519 -99.24% Q4 2025 Feb 12, 2026
Future Financial Wealth Managment LLC History Closed out 0 0 0.02% -2,000 -100.0% Q3 2025 Oct 15, 2025
CULLEN/FROST BANKERS, INC. History Closed out 0 0 0.0% -605 -100.0% Q3 2025 Oct 31, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -452 -100.0% Q3 2025 Nov 10, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -163 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -105 -100.0% Q3 2025 Nov 14, 2025
ST GERMAIN D J CO INC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 07, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.0% -95 -100.0% Q3 2025 Nov 19, 2025
Keating Financial Advisory Services, Inc. History New 58 0 +58 New Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 52 0 +52 New Q4 2025 Jan 21, 2026
IMG Wealth Management, Inc. History Closed out 0 0 -48 -100.0% Q3 2025 Nov 05, 2025
Kilter Group LLC History Added to 58 0 +42 262.5% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Closed out 0 0 -38 -100.0% Q3 2025 Nov 12, 2025
Transamerica Financial Advisors, LLC History Closed out 0 0 -38 -100.0% Q3 2025 Nov 14, 2025
Global Retirement Partners, LLC History Added to 48 0 +37 336.36% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Added to 51 0 +22 75.86% Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 66 0 +18 37.5% Q4 2025 Jan 14, 2026
Eurizon Capital SGR S.p.A. History New 15 0 +15 New Q4 2025 Feb 10, 2026
Cornerstone Planning Group LLC History Added to 24 0 +14 140.0% Q4 2025 Feb 02, 2026
Fortitude Family Office, LLC History Reduced 32 0 -14 -30.43% Q4 2025 Jan 15, 2026
FNY Investment Advisers, LLC History Closed out 0 0 -14 -100.0% Q3 2025 Dec 15, 2025
Parkside Financial Bank & Trust History Reduced 54 0 0.0% -13 -19.4% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Closed out 0 0 -12 -100.0% Q3 2025 Oct 22, 2025
Ankerstar Wealth, LLC History New 11 0 +11 New Q4 2025 Feb 12, 2026
Cloud Capital Management, LLC History Closed out 0 0 -11 -100.0% Q3 2025 Nov 03, 2025
Lodestone Wealth Management LLC History New 9 0 +9 New Q4 2025 Jan 15, 2026
ASSETMARK, INC History New 8 0 +8 New Q4 2025 Jan 23, 2026
SageView Advisory Group, LLC History New 7 0 +7 New Q4 2025 Feb 17, 2026
Cedar Mountain Advisors, LLC History New 6 0 +6 New Q4 2025 Feb 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 6 0 +6 New Q4 2025 Feb 11, 2026
American Capital Advisory, LLC History New 5 0 +5 New Q4 2025 Jan 30, 2026
Elyxium Wealth, LLC History New 4 0 +4 New Q4 2025 Feb 05, 2026
True Wealth Design, LLC History Reduced 68 0 0.0% -3 -4.23% Q4 2025 Jan 08, 2026
Bay Harbor Wealth Management, LLC History Added to 9 0 +2 28.57% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 03, 2025
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 24 0 0 0.0% Q4 2025 Feb 04, 2026
TRUST CO OF VERMONT History No change 55 0 0 0.0% Q4 2025 Jan 16, 2026
WHITTIER TRUST CO History No change 58 0 0 0.0% Q4 2025 Jan 26, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 65 0 0.0% 0 0.0% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 23 0 0 0.0% Q4 2025 Jan 26, 2026
Capital Advisors, Ltd. LLC History No change 22 0 0 0.0% Q4 2025 Jan 21, 2026
CKW FINANCIAL GROUP History No change 25 0 0 0.0% Q4 2025 Jan 26, 2026
MV CAPITAL MANAGEMENT, INC. History No change 32 0 0 0.0% Q4 2025 Feb 23, 2026
Avion Wealth History No change 68 0 0.0% 0 0.0% Q4 2025 Jan 23, 2026
RMG Wealth Management LLC History No change 25 0 0 0.0% Q4 2025 Jan 29, 2026
Bell Investment Advisors, Inc History No change 42 0 0 0.0% Q4 2025 Feb 24, 2026
SJS Investment Consulting Inc. History No change 9 0 0 0.0% Q4 2025 Jan 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 55 0 0 0.0% Q4 2025 Jan 08, 2026
Signature Resources Capital Management, LLC History No change 54 0 0 0.0% Q4 2025 Jan 21, 2026
Abound Wealth Management History No change 9 0 0 0.0% Q4 2025 Jan 12, 2026
Murphy & Mullick Capital Management Corp History No change 5 0 0 0.0% Q4 2025 Feb 10, 2026
Asset Planning,Inc History No change 18 0 0 0.0% Q4 2025 Feb 03, 2026
Rialto Wealth Management, LLC History No change 6 0 0 0.0% Q4 2025 Jan 12, 2026
HFM Investment Advisors, LLC History No change 7 0 0 0.0% Q4 2025 Feb 05, 2026