TRINITY INDUSTRIES INC - TRN

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
BlackRock, Inc. History Added to 12,549,517 331,809 0.01% 0.01% 1 +191,855 1.55% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 9,230,748 244,060 0.0% 0.0% 2 -56,732 -0.61% Q4 2025 Jan 29, 2026
Capital International Investors History Added to 8,927,843 236,250 0.04% 0.02% 3 +3,518,796 65.05% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 4,719,973 124,798 0.03% 0.03% 4 -27,237 -0.57% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 3,209,051 84,847 0.04% 0.04% 5 +232,620 7.82% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 3,106,755 82,142 0.0% 0.0% 6 +79,332 2.62% Q4 2025 Feb 13, 2026
JENNISON ASSOCIATES LLC History Reduced 2,788,236 73,720 0.04% 0.06% 7 -757,800 -21.37% Q4 2025 Jan 30, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,895,572 50,128 0.0% 0.0% 8 -22,740 -1.19% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 1,321,554 34,941 0.0% 0.0% 9 +137,472 11.61% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,298,487 34,331 0.01% 0.01% 10 +20,576 1.61% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 1,158,014 30,617 0.0% 0.0% 11 +368,604 46.69% Q4 2025 Mar 25, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 1,072,585 28,359 0.27% 0.3% 12 -38,200 -3.44% Q4 2025 Feb 05, 2026
Invesco Ltd. History Reduced 1,055,133 27,897 0.0% 0.0% 13 -14,159 -1.32% Q4 2025 Feb 19, 2026
NORTHERN TRUST CORP History Reduced 1,039,048 27,472 0.0% 0.0% 14 -103,409 -9.05% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 997,524 26,374 0.0% 0.0% 15 -128,478 -11.41% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 914,692 24,184 0.0% 0.0% 16 +67,336 7.95% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Added to 823,440 21,771 0.01% 0.01% 17 +270,572 48.94% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 776,499 20,531 0.03% 0.03% 18 +17,447 2.3% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 554,300 14,655 0.1% 19 +554,300 New Q4 2025 Feb 05, 2026
Nuveen, LLC History Added to 536,539 14,186 0.0% 0.0% 20 +71,609 15.4% Q4 2025 Feb 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 525,122 13,884 0.29% 0.33% 21 -33,819 -6.05% Q4 2025 Feb 17, 2026
TCTC Holdings, LLC History Reduced 504,698 13,344 0.4% 0.42% 22 -800 -0.16% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 455,201 12,035 0.0% 0.0% 23 +218,437 92.26% Q4 2025 Jan 29, 2026
Granite Investment Partners, LLC History Reduced 403,037 10,656 0.63% 0.76% 24 -74,523 -15.6% Q4 2025 Feb 12, 2026
EARNEST PARTNERS LLC History Added to 398,497 10,536 0.05% 0.04% 25 +98,968 33.04% Q4 2025 Feb 12, 2026
First Eagle Investment Management, LLC History Reduced 396,147 10,474 0.02% 0.02% 26 -500 -0.13% Q4 2025 Feb 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 382,758 10,120 0.01% 0.01% 27 -7,890 -2.02% Q4 2025 Feb 02, 2026
CITADEL ADVISORS LLC History Added to 377,789 9,988 0.0% 0.0% 28 +105,108 38.55% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 373,521 9,875 0.0% 0.01% 29 -700,755 -65.23% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 340,321 8,998 0.0% 0.0% 30 +26,002 8.27% Q4 2025 Feb 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 321,257 8,494 0.0% 0.0% 31 -11,526 -3.46% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 312,196 8,254 0.0% 0.01% 32 -8,410 -2.62% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 277,542 7,338 0.02% 0.03% 33 -37,792 -11.98% Q4 2025 Feb 13, 2026
FMR LLC History Added to 264,232 6,986 0.0% 0.0% 34 +51,393 24.15% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 252,388 6,673 0.01% 0.01% 35 -4,546 -1.77% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 248,458 6,569 0.0% 0.0% 36 +29,888 13.67% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 246,856 6,526 0.01% 0.01% 37 +146,856 146.86% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 243,108 6,427 0.01% 0.01% 38 -238,226 -49.49% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 233,814 6,182 0.0% 0.0% 39 +11,937 5.38% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Reduced 229,791 6,075 0.01% 0.01% 40 -3,163 -1.36% Q4 2025 Feb 06, 2026
Legal & General Group Plc History Reduced 211,470 5,591 0.0% 0.0% 41 -10,296 -4.64% Q4 2025 Feb 09, 2026
DEUTSCHE BANK AG\ History Added to 198,050 5,236 0.0% 0.0% 42 +1,768 0.9% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History Added to 172,800 4,568 0.01% 0.01% 43 +34,900 25.31% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 160,133 4,233 0.0% 0.0% 44 -25,770 -13.86% Q4 2025 Feb 10, 2026
Swiss National Bank History Added to 159,500 4,217 0.0% 0.0% 45 +1,300 0.82% Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History Added to 158,726 4,196 0.0% 0.0% 46 +145,933 1140.73% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 156,186 4,129 0.0% 0.0% 47 -13,098 -7.74% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 154,069 4,073 0.0% 0.0% 48 -97,521 -38.76% Q4 2025 Feb 11, 2026
Edgestream Partners, L.P. History Added to 143,271 3,788 0.11% 0.07% 49 +61,165 74.5% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 140,638 3,718 0.05% 0.04% 50 +16,868 13.63% Q4 2025 Feb 05, 2026
BNP Paribas Asset Management Holding S.A. History Added to 138,358 3,658 0.0% 0.0% 51 +137,206 11910.24% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 134,445 3,554 0.01% 0.0% 52 +54,663 68.52% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Reduced 133,903 3,540 0.03% 0.03% 53 -9,803 -6.82% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 125,442 3,316 0.0% 0.0% 54 +9,036 7.76% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 120,861 3,195 0.01% 12.74% 55 +22,980 23.48% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 106,200 2,807 0.0% 0.0% 56 +8,730 8.96% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Added to 103,342 2,732 0.02% 0.02% 57 +46,957 83.28% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 101,793 2,691 0.01% 0.01% 58 -600 -0.59% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 101,622 2,686 0.0% 0.0% 59 -95,603 -48.47% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 87,341 2,548 0.0% 0.0% 60 -2,634 -2.93% Q4 2025 Jan 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 92,009 2,432 0.0% 0.0% 61 0 0.0% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Added to 91,737 2,424 0.0% 0.0% 62 +14,519 18.8% Q4 2025 Feb 13, 2026
Truvestments Capital LLC History Reduced 91,533 2,420 0.44% 0.47% 63 -572 -0.62% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Added to 90,633 2,396 0.01% 0.01% 64 +34,445 61.3% Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Reduced 85,871 2,270 0.05% 0.06% 65 -7,713 -8.24% Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 84,796 2,242 0.06% 66 +84,796 New Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 82,722 2,187 0.02% 0.04% 67 +7,930 10.6% Q4 2025 Jan 29, 2026
Orchard Capital Management, LLC History Added to 77,244 2,042 1.77% 1.84% 68 +1,408 1.86% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 76,760 2,029 0.0% 0.0% 69 -5,530 -6.72% Q4 2025 Feb 13, 2026
NORGES BANK History New 76,238 2,015 0.0% 70 +76,238 New Q4 2025 Feb 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 76,002 2,009 0.0% 0.0% 71 -163 -0.21% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 70,395 1,862 0.0% 0.0% 72 +1,810 2.64% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 65,144 1,721 0.01% 0.01% 73 +2,579 4.12% Q4 2025 Jan 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 60,900 1,610 0.0% 0.0% 74 -22,763 -27.21% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 57,579 1,522 0.0% 75 +57,579 New Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 55,096 1,457 0.0% 0.0% 76 -13,351 -19.51% Q4 2025 Feb 05, 2026
ICON ADVISERS INC/CO History Reduced 54,900 1,451 0.31% 0.36% 77 -3,500 -5.99% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 54,619 1,444 0.0% 0.0% 78 +610 1.13% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 52,177 1,379 0.01% 79 +52,177 New Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 50,200 1,327 0.0% 0.0% 80 0 0.0% Q4 2025 Feb 17, 2026
Ellsworth Advisors, LLC History Added to 47,929 1,317 0.26% 0.25% 81 +6,332 15.22% Q4 2025 Jan 16, 2026
Capital International, Inc./CA/ History Added to 49,036 1,296 0.01% 0.01% 82 +4,375 9.8% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 46,090 1,218 0.0% 0.0% 83 -4,793 -9.42% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 43,846 1,164 0.0% 0.0% 84 -32,390 -42.49% Q4 2025 Jan 28, 2026
MetLife Investment Management, LLC History Reduced 43,686 1,155 0.01% 0.01% 85 -2,825 -6.07% Q4 2025 Feb 12, 2026
Twelve Points Wealth Management LLC History Reduced 40,672 1,151 0.26% 0.39% 86 -14,766 -26.64% Q4 2025 Jan 23, 2026
PDT Partners, LLC History Reduced 42,065 1,112 0.07% 0.11% 87 -18,610 -30.67% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 41,458 1,096 0.0% 0.0% 88 -1,504 -3.5% Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Reduced 41,161 1,088 0.01% 0.02% 89 -2,038 -4.72% Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History Added to 40,826 1,079 0.01% 0.01% 90 +150 0.37% Q4 2025 Jan 23, 2026
Worth Asset Management, LLC History No change 39,850 1,053 0.45% 0.5% 91 0 0.0% Q4 2025 Jan 14, 2026
Freestone Grove Partners LP History Added to 39,405 1,041 0.01% 0.0% 92 +31,044 371.3% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 39,346 1,040 0.0% 93 +39,346 New Q4 2025 Feb 17, 2026
Everstar Asset Management, LLC History Added to 38,511 1,018 0.55% 0.5% 94 +7,150 22.8% Q4 2025 Feb 05, 2026
Advisors Asset Management, Inc. History Reduced 37,999 1,004 0.02% 0.03% 95 -30,756 -44.73% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 36,690 970 0.0% 96 +36,690 New Q4 2025 Feb 13, 2026
Louisiana State Employees Retirement System History Reduced 36,700 970 0.02% 0.02% 97 -500 -1.34% Q4 2025 Jan 16, 2026
JANUS HENDERSON GROUP PLC History No change 36,616 967 0.0% 0.0% 98 0 0.0% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 35,095 928 0.0% 0.0% 99 -1,129 -3.12% Q4 2025 Feb 10, 2026
Leisure Capital Management History Reduced 34,529 912 0.3% 0.34% 100 -820 -2.32% Q4 2025 Jan 27, 2026
LPL Financial LLC History Added to 33,149 876 0.0% 0.0% 101 +216 0.66% Q4 2025 Feb 11, 2026
CITIGROUP INC History Added to 32,713 864 0.0% 0.0% 102 +344 1.06% Q4 2025 Feb 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 32,507 859 0.04% 0.19% 103 -144,563 -81.64% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 31,495 833 0.0% 0.0% 104 +4,466 16.52% Q4 2025 Jan 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 31,424 830 0.01% 0.01% 105 0 0.0% Q4 2025 Feb 10, 2026
Y-Intercept (Hong Kong) Ltd History Added to 31,012 819 0.02% 0.01% 106 +12,871 70.95% Q4 2025 Feb 13, 2026
A&I FINANCIAL SERVICES, LLC History New 27,652 731 0.35% 107 +27,652 New Q4 2025 Jan 28, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 27,400 724 0.06% 0.04% 108 +8,828 47.53% Q4 2025 Jan 20, 2026
Janney Montgomery Scott LLC History Added to 26,022 688 0.0% 0.0% 109 +711 2.81% Q4 2025 Feb 11, 2026
MAI Capital Management History Added to 25,297 668 0.0% 0.0% 110 +22,945 975.55% Q4 2025 Feb 13, 2026
Amundi History Added to 25,237 667 0.0% 0.0% 111 +10,780 74.57% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 24,701 653 0.0% 0.0% 112 +2,509 11.31% Q4 2025 Jan 27, 2026
Campbell & CO Investment Adviser LLC History New 24,383 644 0.03% 113 +24,383 New Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Reduced 23,474 621 0.0% 0.0% 114 -66 -0.28% Q4 2025 Feb 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 23,304 616 0.0% 0.0% 115 -1,280 -5.21% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 23,235 614 0.0% 0.0% 116 -2,386 -9.31% Q4 2025 Feb 02, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 23,191 613 0.0% 0.0% 117 0 0.0% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Reduced 22,978 607 0.0% 0.0% 118 -737 -3.11% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 22,656 599 0.0% 0.01% 119 0 0.0% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 22,507 595 0.0% 0.0% 120 -1,643 -6.8% Q4 2025 Jan 28, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 21,878 582 0.01% 0.01% 121 -3,289 -13.07% Q4 2025 Jan 21, 2026
FARMERS TRUST CO History New 21,958 580 0.09% 122 +21,958 New Q4 2025 Jan 06, 2026
COMERICA BANK History Reduced 21,844 577 0.0% 0.0% 123 -4,225 -16.21% Q4 2025 Jan 29, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 21,807 576 0.05% 124 +21,807 New Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 21,359 564 0.0% 0.0% 125 +888 4.34% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 21,084 557 0.01% 126 +21,084 New Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 20,332 537 0.0% 0.0% 127 -2,826 -12.2% Q4 2025 Jan 29, 2026
State of Tennessee, Department of Treasury History Reduced 18,542 532 0.0% 0.0% 128 -9,386 -33.61% Q4 2025 Feb 18, 2026
Handelsbanken Fonder AB History Added to 20,090 531 0.0% 0.0% 129 +6,600 48.93% Q4 2025 Feb 06, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 19,850 524 0.0% 0.0% 130 -737 -3.58% Q4 2025 Feb 10, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 19,521 516 0.08% 0.11% 131 -4,604 -19.08% Q4 2025 Feb 11, 2026
&PARTNERS History Added to 19,197 507 0.0% 0.0% 132 +2,410 14.36% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 19,193 507 0.0% 0.0% 133 -101 -0.52% Q4 2025 Feb 06, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 19,081 504 0.01% 0.01% 134 -127 -0.66% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Reduced 18,764 496 0.0% 0.0% 135 -2,802 -12.99% Q4 2025 Feb 11, 2026
Robertson Stephens Wealth Management, LLC History New 18,641 492 0.01% 136 +18,641 New Q4 2025 Feb 02, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 18,301 483 0.01% 0.01% 137 +100 0.55% Q4 2025 Feb 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 18,095 478 0.0% 0.0% 138 +1,214 7.19% Q4 2025 Jan 30, 2026
Quantinno Capital Management LP History Added to 18,006 476 0.0% 0.0% 139 +5,974 49.65% Q4 2025 Feb 17, 2026
SPRING CAPITAL MANAGEMENT, LLC History No change 18,000 475 0.24% 0.25% 140 0 0.0% Q4 2025 Jan 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 17,924 473 0.0% 0.0% 141 -4,048 -18.42% Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Added to 17,724 468 0.04% 0.04% 142 +1,487 9.16% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Added to 17,398 460 0.0% 0.0% 143 +83 0.48% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History Added to 17,300 457 0.0% 0.0% 144 +700 4.22% Q4 2025 Jan 28, 2026
Steward Partners Investment Advisory, LLC History No change 17,230 455 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 12, 2026
D.A. DAVIDSON & CO. History No change 17,091 451 0.0% 0.0% 146 0 0.0% Q4 2025 Jan 29, 2026
Capital Group Private Client Services, Inc. History No change 16,686 441 0.01% 0.01% 147 0 0.0% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 16,646 440 0.0% 0.0% 148 -138,575 -89.28% Q4 2025 Feb 12, 2026
CAXTON ASSOCIATES LLP History Added to 16,541 437 0.01% 0.01% 149 +2,233 15.61% Q4 2025 Feb 13, 2026
Verity Asset Management, Inc. History Added to 15,583 412 0.18% 0.1% 150 +4,951 46.57% Q4 2025 Jan 30, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 14,941 395 0.0% 0.0% 151 -272 -1.79% Q4 2025 Feb 12, 2026
Atlantic Union Bankshares Corp History Reduced 14,156 374 0.01% 0.01% 152 -3,500 -19.82% Q4 2025 Feb 04, 2026
Pictet Asset Management Holding SA History Added to 14,009 370 0.0% 0.0% 154 +1,938 16.06% Q4 2025 Jan 29, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 14,014 370 0.05% 0.06% 153 +465 3.43% Q4 2025 Jan 12, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 12,691 359 0.05% 0.05% 155 -130 -1.01% Q4 2025 Jan 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 13,568 358 0.0% 0.0% 156 -17,928 -56.92% Q4 2025 Jan 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 13,474 356 0.01% 157 +13,474 New Q4 2025 Feb 17, 2026
Summit Global Investments History New 13,038 345 0.02% 158 +13,038 New Q4 2025 Feb 18, 2026
Creative Planning History Reduced 12,997 343 0.0% 0.0% 159 -6,503 -33.35% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 12,377 327 0.0% 0.0% 161 +3,266 35.85% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 12,385 327 0.0% 0.0% 160 +468 3.93% Q4 2025 Feb 05, 2026
CIBC WORLD MARKET INC. History Added to 12,278 324 0.0% 0.0% 162 +4,775 63.64% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Reduced 12,002 317 0.0% 0.0% 163 -315 -2.56% Q4 2025 Feb 02, 2026
Pathstone Holdings, LLC History New 11,810 312 0.0% 164 +11,810 New Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History Added to 11,737 310 0.01% 0.01% 165 +116 1.0% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 11,504 304 0.0% 0.0% 167 -397 -3.34% Q4 2025 Mar 09, 2026
Welch Group, LLC History No change 11,500 304 0.01% 0.01% 166 0 0.0% Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Reduced 11,184 295 0.0% 0.0% 168 -759 -6.36% Q4 2025 Jan 30, 2026
OSAIC HOLDINGS, INC. History Added to 10,955 289 0.0% 0.0% 169 +1,040 10.49% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 10,201 269 0.0% 0.0% 170 -868 -7.84% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 9,864 265 0.0% 0.0% 171 +42 0.43% Q4 2025 Jan 23, 2026
LINCOLN CAPITAL CORP History New 10,000 264 0.09% 172 +10,000 New Q4 2025 Jan 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 9,876 261 0.0% 0.0% 173 +146 1.5% Q4 2025 Feb 18, 2026
PROFUND ADVISORS LLC History New 9,804 259 0.01% 175 +9,804 New Q4 2025 Feb 06, 2026
Focus Partners Wealth History Added to 9,822 259 0.0% 0.0% 176 +954 10.76% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 9,796 259 0.0% 0.0% 174 -285 -2.83% Q4 2025 Feb 12, 2026
iSAM Funds (UK) Ltd History Reduced 9,608 254 0.09% 0.1% 177 -7,358 -43.37% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,587 253 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 9,164 242 0.0% 0.0% 179 +109 1.2% Q4 2025 Feb 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 9,050 239 0.0% 0.0% 180 -2,350 -20.61% Q4 2025 Feb 04, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 8,965 237 0.0% 0.0% 181 -500 -5.28% Q4 2025 Feb 10, 2026
Wellington Shields & Co., LLC History Reduced 8,900 235 0.06% 0.07% 182 -200 -2.2% Q4 2025 Feb 09, 2026
Avidian Wealth Enterprises, LLC History Added to 8,779 232 0.01% 0.01% 183 +61 0.7% Q4 2025 Feb 02, 2026
CWM, LLC History Reduced 8,651 229 0.0% 0.0% 184 -4,658 -35.0% Q4 2025 Jan 26, 2026
Entropy Technologies, LP History New 8,492 224 0.01% 185 +8,492 New Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 8,397 222 0.01% 0.01% 186 -398 -4.53% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History New 8,294 219 0.0% 187 +8,294 New Q4 2025 Feb 03, 2026
Squarepoint Ops LLC History New 8,289 219 0.0% 188 +8,289 New Q4 2025 Feb 13, 2026
CIBC Asset Management Inc History New 8,147 215 0.0% 189 +8,147 New Q4 2025 Feb 10, 2026
Aquatic Capital Management LLC History Added to 7,862 207 0.01% 0.0% 190 +2,429 44.71% Q4 2025 Feb 17, 2026
Bridgefront Capital, LLC History New 7,757 205 0.05% 191 +7,757 New Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History No change 7,682 203 0.0% 0.0% 192 0 0.0% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 7,217 190 0.0% 0.0% 193 -1,843 -20.34% Q4 2025 Feb 17, 2026
Bank & Trust Co History No change 7,080 187 0.13% 0.15% 194 0 0.0% Q4 2025 Jan 13, 2026
Ameritas Investment Partners, Inc. History No change 6,843 180 0.01% 0.01% 195 0 0.0% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Reduced 6,100 161 0.0% 0.01% 196 -51,127 -89.34% Q4 2025 Feb 13, 2026
ORG Wealth Partners, LLC History No change 5,561 147 0.03% 0.03% 197 0 0.0% Q4 2025 Jan 14, 2026
GROUP ONE TRADING LLC History Reduced 5,528 146 0.0% 0.0% 198 -10,272 -65.01% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 5,140 135 0.0% 0.0% 199 -3,338 -39.37% Q4 2025 Feb 06, 2026
Ensign Peak Advisors, Inc History Reduced 4,816 127 0.0% 0.0% 200 -10,450 -68.45% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Reduced 4,325 114 0.0% 0.0% 201 -23,575 -84.5% Q4 2025 Feb 11, 2026
Sterling Capital Management LLC History Reduced 2,703 71 0.0% 0.0% 202 -407 -13.09% Q4 2025 Feb 13, 2026
KBC Group NV History No change 2,704 71 0.0% 0.0% 203 0 0.0% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 2,408 63 0.0% 0.0% 204 -39 -1.59% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 2,276 60 0.0% 0.0% 205 +98 4.5% Q4 2025 Feb 17, 2026
Matrix Trust Co History Reduced 2,117 56 0.01% 0.05% 206 -8,380 -79.83% Q4 2025 Jan 13, 2026
Rockefeller Capital Management L.P. History Reduced 2,075 54 0.0% 0.0% 208 -445 -17.66% Q4 2025 Mar 16, 2026
EverSource Wealth Advisors, LLC History Reduced 2,076 54 0.0% 0.0% 207 -386 -15.68% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,823 48 0.01% 209 +1,823 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 1,538 41 0.0% 0.0% 210 +298 24.03% Q4 2025 Feb 13, 2026
KELLEHER FINANCIAL ADVISORS History Added to 1,532 40 0.01% 0.01% 211 +79 5.44% Q4 2025 Jan 20, 2026
Millstone Evans Group, LLC History No change 1,530 40 0.02% 0.03% 212 0 0.0% Q4 2025 Feb 02, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,370 36 0.0% 0.0% 213 0 0.0% Q4 2025 Feb 10, 2026
SRH ADVISORS, LLC History No change 1,250 33 0.01% 0.01% 214 0 0.0% Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History Added to 1,211 32 0.0% 0.0% 215 +56 4.85% Q4 2025 Jan 20, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 1,191 31 0.0% 0.0% 216 -407 -25.47% Q4 2025 Jan 20, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 1,177 31 0.0% 0.0% 217 -110 -8.55% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Reduced 1,147 30 0.0% 0.0% 218 -26 -2.22% Q4 2025 Jan 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,016 26 0.0% 0.0% 219 +494 94.64% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 898 26 0.0% 0.0% 220 -7 -0.77% Q4 2025 Jan 26, 2026
FEDERATED HERMES, INC. History Reduced 942 24 0.0% 0.0% 222 -461 -32.86% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Added to 882 24 0.0% 0.0% 221 +196 28.57% Q4 2025 Feb 05, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 874 23 0.0% 223 +874 New Q4 2025 Feb 09, 2026
Ramirez Asset Management, Inc. History No change 900 23 0.0% 0.0% 224 0 0.0% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 805 21 0.0% 0.0% 226 +220 37.61% Q4 2025 Feb 06, 2026
DANSKE BANK A/S History No change 800 21 0.0% 0.0% 225 0 0.0% Q4 2025 Feb 02, 2026
Garner Asset Management Corp History New 760 20 0.01% 227 +760 New Q4 2025 Feb 03, 2026
Torren Management, LLC History New 752 19 0.01% 229 +752 New Q4 2025 Jan 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 724 19 0.0% 228 +724 New Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History No change 700 18 0.0% 0.0% 230 0 0.0% Q4 2025 Feb 02, 2026
DT Investment Partners, LLC History No change 694 18 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 10, 2026
Smithfield Trust Co History No change 575 16 0.0% 0.0% 232 0 0.0% Q4 2025 Feb 09, 2026
NBC SECURITIES, INC. History Added to 597 15 0.0% 0.0% 233 +2 0.34% Q4 2025 Jan 29, 2026
AlphaQuest LLC History Reduced 557 14 0.0% 0.07% 235 -38,049 -98.56% Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 540 14 0.0% 0.0% 234 -2 -0.37% Q4 2025 Feb 09, 2026
Park Place Capital Corp History No change 532 14 0.0% 0.0% 236 0 0.0% Q4 2025 Jan 09, 2026
SageView Advisory Group, LLC History New 500 13 0.0% 241 +500 New Q4 2025 Feb 17, 2026
Beaird Harris Wealth Management, LLC History New 497 13 0.0% 239 +497 New Q4 2025 Feb 23, 2026
UMB Bank, n.a. History Added to 505 13 0.0% 0.0% 237 +185 57.81% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History No change 520 13 0.0% 0.0% 238 0 0.0% Q4 2025 Jan 28, 2026
City State Bank History No change 500 13 0.0% 0.0% 240 0 0.0% Q4 2025 Jan 28, 2026
Farther Finance Advisors, LLC History Added to 466 12 0.0% 0.0% 244 +204 77.86% Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History Added to 454 12 0.0% 0.0% 243 +111 32.36% Q4 2025 Jan 28, 2026
HARBOUR INVESTMENTS, INC. History Added to 468 12 0.0% 0.0% 242 +30 6.85% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History No change 363 9 0.0% 0.0% 245 0 0.0% Q4 2025 Jan 26, 2026
Navalign, LLC History New 339 8 0.0% 246 +339 New Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 300 7 0.0% 248 +300 New Q4 2025 Feb 03, 2026
Root Financial Partners, LLC History Added to 294 7 0.0% 0.0% 249 +46 18.55% Q4 2025 Feb 10, 2026
GHP Investment Advisors, Inc. History No change 287 7 0.0% 0.0% 247 0 0.0% Q4 2025 Jan 27, 2026
Arax Advisory Partners History Reduced 237 6 0.0% 0.01% 252 -12,944 -98.2% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Reduced 256 6 0.0% 0.0% 250 -276 -51.88% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 238 6 0.0% 251 +238 New Q4 2025 Feb 05, 2026
Quarry LP History New 227 6 0.0% 254 +227 New Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Added to 231 6 0.0% 0.0% 253 +122 111.93% Q4 2025 Jan 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 200 5 0.0% 0.0% 255 0 0.0% Q4 2025 Jan 07, 2026
Aster Capital Management (DIFC) Ltd History New 186 4 0.0% 257 +186 New Q4 2025 Feb 17, 2026
Bare Financial Services, Inc History Added to 160 4 0.0% 0.0% 256 +9 5.96% Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History New 128 3 0.0% 260 +128 New Q4 2025 Jan 21, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 117 3 0.0% 0.0% 259 -104 -47.06% Q4 2025 Jan 07, 2026
PITTENGER & ANDERSON INC History No change 125 3 0.0% 0.0% 258 0 0.0% Q4 2025 Feb 02, 2026
Quent Capital, LLC History No change 114 3 0.0% 0.0% 261 0 0.0% Q4 2025 Jan 29, 2026
Triumph Capital Management History New 100 2 0.0% 267 +100 New Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 84 2 0.0% 0.0% 262 -63 -42.86% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 96 2 0.0% 0.0% 265 +8 9.09% Q4 2025 Jan 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 90 2 0.0% 0.0% 264 +1 1.12% Q4 2025 Feb 12, 2026
TD Capital Management LLC History Added to 79 2 0.0% 0.0% 266 +1 1.28% Q4 2025 Feb 26, 2026
WHITTIER TRUST CO History No change 88 2 0.0% 0.0% 263 0 0.0% Q4 2025 Jan 26, 2026
Red Tortoise LLC History No change 89 2 0.0% 0.0% 268 0 0.0% Q4 2025 Jan 22, 2026
Private Wealth Management Group, LLC History No change 92 2 0.0% 0.0% 269 0 0.0% Q4 2025 Jan 23, 2026
Fairman Group, LLC History No change 80 2 0.0% 0.0% 270 0 0.0% Q4 2025 Feb 13, 2026
TOMPKINS FINANCIAL CORP History New 43 1 0.0% 271 +43 New Q4 2025 Jan 08, 2026
Miller Capital Partners, Inc. History New 40 1 0.0% 279 +40 New Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 39 1 0.0% 278 +39 New Q4 2025 Feb 09, 2026
JFS WEALTH ADVISORS, LLC History Added to 51 1 0.0% 0.0% 273 +11 27.5% Q4 2025 Jan 14, 2026
Covestor Ltd History Reduced 24 1 0.0% 0.0% 275 -8 -25.0% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 50 1 0.0% 0.0% 272 -5 -9.09% Q4 2025 Feb 03, 2026
True Wealth Design, LLC History Reduced 68 1 0.0% 0.0% 276 -1 -1.45% Q4 2025 Jan 08, 2026
Key FInancial Inc History No change 59 1 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 09, 2026
Wealth Preservation Advisors, LLC History No change 46 1 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 23, 2026
Encompass Capital Advisors LLC History Closed out 0 0 0.74% -749,510 -100.0% Q3 2025 Nov 14, 2025
ROYCE & ASSOCIATES LP History Closed out 0 0 0.11% -393,781 -100.0% Q3 2025 Nov 12, 2025
Empowered Funds, LLC History Closed out 0 0 0.09% -316,441 -100.0% Q3 2025 Nov 13, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.01% -307,854 -100.0% Q3 2025 Nov 13, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.01% -74,589 -100.0% Q3 2025 Nov 13, 2025
Caption Management, LLC History Closed out 0 0 0.01% -67,050 -100.0% Q3 2025 Nov 14, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -31,309 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -31,197 -100.0% Q3 2025 Nov 14, 2025
HighTower Advisors, LLC History Closed out 0 0 0.0% -28,936 -100.0% Q3 2025 Nov 07, 2025
IMC-Chicago, LLC History Closed out 0 0 0.0% -28,800 -100.0% Q3 2025 Nov 04, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -28,544 -100.0% Q3 2025 Nov 14, 2025
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -19,863 -100.0% Q3 2025 Nov 14, 2025
Mitsubishi UFJ Trust & Banking Corp History Closed out 0 0 0.0% -16,106 -100.0% Q3 2025 Oct 31, 2025
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -13,950 -100.0% Q3 2025 Nov 13, 2025
Sender Co & Partners, Inc. History Closed out 0 0 0.04% -12,961 -100.0% Q3 2025 Nov 17, 2025
Mariner, LLC History Closed out 0 0 0.0% -11,386 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -10,702 -100.0% Q3 2025 Oct 30, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -9,362 -100.0% Q3 2025 Jan 13, 2026
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -9,260 -100.0% Q3 2025 Nov 13, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -8,300 -100.0% Q3 2025 Nov 14, 2025
Keel Point, LLC History Closed out 0 0 0.01% -7,516 -100.0% Q3 2025 Dec 16, 2025
AXQ CAPITAL, LP History Closed out 0 0 0.08% -7,467 -100.0% Q3 2025 Nov 10, 2025
PEAPACK GLADSTONE FINANCIAL CORP History Closed out 0 0 0.0% -7,460 -100.0% Q3 2025 Nov 14, 2025
HARVEY INVESTMENT CO LLC History Closed out 0 0 0.02% -7,300 -100.0% Q3 2025 Oct 22, 2025
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -7,177 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -4,700 -100.0% Q3 2025 Nov 18, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.02% -2,049 -100.0% Q3 2025 Dec 15, 2025
Wellington Shields Capital Management, LLC History Closed out 0 0 0.0% -1,000 -100.0% Q3 2025 Nov 05, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -601 -100.0% Q3 2025 Nov 12, 2025
IAG Wealth Partners, LLC History Closed out 0 0 0.0% -530 -100.0% Q3 2025 Nov 12, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -285 -100.0% Q3 2025 Nov 03, 2025
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Closed out 0 0 0.0% -280 -100.0% Q3 2025 Nov 13, 2025
North Capital, Inc. History Closed out 0 0 0.0% -223 -100.0% Q3 2025 Oct 09, 2025
Clearstead Advisors, LLC History Reduced 4 0 0.0% -150 -97.4% Q4 2025 Feb 09, 2026
High Note Wealth, LLC History Closed out 0 0 0.0% -136 -100.0% Q3 2025 Nov 04, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -132 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -114 -100.0% Q3 2025 Nov 10, 2025
Annis Gardner Whiting Capital Advisors, LLC History Reduced 20 0 0.0% -68 -77.27% Q4 2025 Feb 09, 2026
JPL Wealth Management, LLC History Closed out 0 0 0.0% -45 -100.0% Q3 2025 Nov 14, 2025
IFP Advisors, Inc History Reduced 17 0 0.0% -25 -59.52% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History New 18 0 +18 New Q4 2025 Feb 12, 2026
Ankerstar Wealth, LLC History New 17 0 +17 New Q4 2025 Feb 12, 2026
Clearstead Trust, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Nov 10, 2025
Cedar Mountain Advisors, LLC History New 14 0 +14 New Q4 2025 Feb 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 11 0 +11 New Q4 2025 Jan 21, 2026
Fortitude Family Office, LLC History Added to 36 0 +9 33.33% Q4 2025 Jan 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 7 0 +7 New Q4 2025 Feb 11, 2026
Cloud Capital Management, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 03, 2025
Signature Equity Partners, LLC History New 6 0 +6 New Q4 2025 Feb 17, 2026
Rialto Wealth Management, LLC History Added to 11 0 +4 57.14% Q4 2025 Jan 12, 2026
Sunbelt Securities, Inc. History Reduced 33 0 0.0% -3 -8.33% Q4 2025 Feb 20, 2026
Bay Harbor Wealth Management, LLC History Added to 8 0 +2 33.33% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Parallel Advisors, LLC History No change 8 0 0 0.0% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History No change 30 0 0 0.0% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History No change 21 0 0 0.0% Q4 2025 Feb 03, 2026
SJS Investment Consulting Inc. History No change 15 0 0 0.0% Q4 2025 Jan 21, 2026
Abound Wealth Management History No change 5 0 0 0.0% Q4 2025 Jan 12, 2026
DiNuzzo Private Wealth, Inc. History No change 16 0 0 0.0% Q4 2025 Jan 16, 2026
Financial Network Wealth Advisors LLC History No change 23 0 0 0.0% Q4 2025 Feb 13, 2026
HFM Investment Advisors, LLC History No change 7 0 0 0.0% Q4 2025 Feb 05, 2026