TRUSTCO BANK CORP N Y - TRST
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,677,133 | 110,645 | 0.0% | 0.0% | 1 | +47,880 | 1.82% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,300,043 | 53,730 | 0.0% | 0.0% | 2 | +14,498 | 1.13% | Q4 2025 | Jan 29, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,172,842 | 48,473 | 1.14% | 1.04% | 3 | -7,701 | -0.65% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,142,863 | 47,235 | 0.01% | 0.01% | 4 | -32,488 | -2.76% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 905,841 | 37,770 | 0.0% | 0.0% | 5 | +20,678 | 2.34% | Q4 2025 | Feb 13, 2026 |
| HoldCo Asset Management, LP | History | No change | 872,744 | 36,070 | 2.71% | 3.34% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 540,957 | 22,357 | 0.01% | 0.01% | 7 | +26,720 | 5.2% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 455,395 | 18,825 | 0.0% | 0.0% | 8 | -5,829 | -1.26% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 383,214 | 15,838 | 0.0% | 0.0% | 9 | -37,316 | -8.87% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 303,586 | 12,547 | 0.05% | 0.05% | 10 | -23,814 | -7.27% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 273,966 | 11,323 | 0.0% | 0.0% | 11 | -17,327 | -5.95% | Q4 2025 | Mar 25, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 272,999 | 11,283 | 0.03% | 0.03% | 12 | +1,250 | 0.46% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 233,241 | 9,639 | 0.01% | 0.01% | 13 | -7,266 | -3.02% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 197,033 | 8,143 | 0.0% | 0.0% | 14 | -15,447 | -7.27% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 174,051 | 7,193 | 0.0% | 0.0% | 15 | -56,477 | -24.5% | Q4 2025 | Feb 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 173,554 | 7,172 | 0.0% | 0.0% | 16 | -1,453 | -0.83% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 171,692 | 7,096 | 0.0% | 0.0% | 17 | -14,134 | -7.61% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 159,888 | 6,608 | 0.0% | 0.0% | 18 | +22,406 | 16.3% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 157,142 | 6,494 | 0.0% | 0.0% | 19 | +73,718 | 88.37% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 146,043 | 6,035 | 0.0% | 0.0% | 20 | +7,763 | 5.61% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 132,154 | 5,461 | 0.11% | 0.1% | 21 | +8,312 | 6.71% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 130,575 | 5,396 | 0.01% | 0.01% | 22 | +15,468 | 13.44% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 112,993 | 4,670 | 0.03% | — | 23 | +112,993 | New | Q4 2025 | Feb 05, 2026 |
| TRUSTCO BANK CORP N Y | History | Reduced | 92,563 | 3,825 | 3.45% | 3.22% | 24 | -6,024 | -6.11% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 87,816 | 3,629 | 0.0% | 0.0% | 25 | -3,214 | -3.53% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 74,753 | 3,092 | 0.0% | 0.0% | 26 | -3,364 | -4.31% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 72,108 | 2,980 | 0.01% | 0.01% | 27 | -21,104 | -22.64% | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 71,706 | 2,963 | 0.01% | 0.0% | 28 | +42,700 | 147.21% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 71,651 | 2,960 | 0.0% | 0.0% | 29 | -3,277 | -4.37% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 70,564 | 2,916 | 0.0% | 0.0% | 30 | -993 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 67,007 | 2,769 | 0.02% | 0.03% | 31 | -12,513 | -15.74% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 63,747 | 2,634 | 0.01% | 0.01% | 32 | -9,814 | -13.34% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 58,567 | 2,420 | 0.0% | 0.0% | 33 | -5,051 | -7.94% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 49,535 | 2,047 | 0.0% | 0.0% | 34 | -3,211 | -6.09% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 48,076 | 1,986 | 0.0% | 0.0% | 35 | -2,703 | -5.32% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | No change | 45,249 | 1,870 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 43,004 | 1,777 | 0.0% | 0.0% | 37 | +4,762 | 12.45% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 39,448 | 1,630 | 0.02% | 0.04% | 38 | -81,001 | -67.25% | Q4 2025 | Feb 09, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 37,405 | 1,545 | 0.0% | 0.01% | 39 | -31,533 | -45.74% | Q4 2025 | Feb 10, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 37,380 | 1,544 | 0.24% | 0.21% | 40 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Swiss National Bank | History | No change | 36,820 | 1,521 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 35,073 | 1,449 | 0.0% | 0.0% | 42 | +7,721 | 28.23% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 33,722 | 1,393 | 0.01% | — | 43 | +33,722 | New | Q4 2025 | Feb 11, 2026 |
| WINTON GROUP Ltd | History | Reduced | 33,395 | 1,380 | 0.05% | 0.05% | 44 | -2,311 | -6.47% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 28,716 | 1,186 | 0.0% | 0.0% | 45 | -763 | -2.59% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 27,656 | 1,143 | 0.0% | 0.0% | 46 | +1,729 | 6.67% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 27,348 | 1,130 | 0.0% | 0.0% | 47 | -500 | -1.8% | Q4 2025 | Jan 30, 2026 |
| HRT FINANCIAL LP | History | Added to | 26,315 | 1,087 | 0.0% | 0.0% | 48 | +16 | 0.06% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 25,031 | 1,034 | 0.0% | 0.0% | 49 | +2,235 | 9.8% | Q4 2025 | Feb 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 24,001 | 991 | 0.56% | 0.51% | 50 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 23,850 | 985 | 0.0% | 0.0% | 51 | +1,581 | 7.1% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | New | 23,001 | 950 | 0.0% | — | 52 | +23,001 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 22,113 | 913 | 0.0% | 0.0% | 53 | +7,242 | 48.7% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 20,906 | 864 | 0.0% | 0.0% | 54 | +12,545 | 150.04% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 20,341 | 840 | 0.0% | 0.0% | 55 | -10,770 | -34.62% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | No change | 19,885 | 821 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 18,992 | 784 | 0.01% | 0.01% | 57 | -8,640 | -31.27% | Q4 2025 | Feb 10, 2026 |
| R Squared Ltd | History | Added to | 18,176 | 751 | 0.35% | 0.27% | 58 | +794 | 4.57% | Q4 2025 | Jan 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 18,082 | 747 | 0.04% | 0.03% | 59 | +7,638 | 73.13% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 17,865 | 739 | 0.0% | 0.0% | 60 | -2,296 | -11.39% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,541 | 725 | 0.0% | 0.0% | 61 | +2,537 | 16.91% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 17,490 | 722 | 0.0% | 0.0% | 62 | -7,400 | -29.73% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 17,452 | 721 | 0.0% | 0.0% | 63 | -524 | -2.91% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,464 | 721 | 0.0% | 0.0% | 64 | -13 | -0.07% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 16,680 | 689 | 0.02% | 0.01% | 65 | +8,575 | 105.8% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,921 | 658 | 0.0% | 0.0% | 66 | +3,674 | 30.0% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,413 | 637 | 0.0% | 0.0% | 67 | +1,195 | 8.4% | Q4 2025 | Feb 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 14,486 | 598 | 0.0% | 0.0% | 69 | -1,072 | -6.89% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 14,484 | 598 | 0.0% | 0.0% | 68 | -147 | -1.0% | Q4 2025 | Feb 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 14,330 | 592 | 0.02% | 0.01% | 70 | -1,905 | -11.73% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 13,580 | 561 | 0.22% | 0.19% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,660 | 523 | 0.0% | 0.0% | 72 | -940 | -6.91% | Q4 2025 | Feb 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 12,359 | 510 | 0.0% | — | 73 | +12,359 | New | Q4 2025 | Feb 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 12,219 | 505 | 0.02% | 0.01% | 74 | +1,180 | 10.69% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,010 | 496 | 0.0% | 0.0% | 75 | +9,896 | 468.12% | Q4 2025 | Feb 10, 2026 |
| STRS OHIO | History | Reduced | 11,500 | 475 | 0.0% | 0.0% | 76 | -4,100 | -26.28% | Q4 2025 | Feb 02, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 11,442 | 473 | 0.04% | 0.13% | 77 | -32,284 | -73.83% | Q4 2025 | Feb 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 11,249 | 469 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,322 | 467 | 0.0% | 0.0% | 79 | +1,439 | 14.56% | Q4 2025 | Jan 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,990 | 454 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 10,671 | 441 | 0.0% | — | 81 | +10,671 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 10,560 | 436 | 0.0% | 0.0% | 82 | -1,466 | -12.19% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,204 | 421 | 0.0% | 0.0% | 83 | -42 | -0.41% | Q4 2025 | Jan 23, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 9,843 | 406 | 0.01% | 0.0% | 84 | -448 | -4.35% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,659 | 357 | 0.0% | 0.0% | 85 | +57 | 0.66% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 8,572 | 353 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 8,400 | 347 | 0.01% | 0.01% | 87 | -300 | -3.45% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 7,853 | 325 | 0.0% | 0.0% | 88 | -3 | -0.04% | Q4 2025 | Jan 26, 2026 |
| SG Americas Securities, LLC | History | New | 7,800 | 322 | 0.0% | — | 89 | +7,800 | New | Q4 2025 | Jan 09, 2026 |
| King Wealth Management Group | History | Added to | 7,585 | 314 | 0.04% | 0.03% | 90 | +5 | 0.07% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,291 | 301 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | New | 7,222 | 298 | 0.0% | — | 93 | +7,222 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 7,215 | 298 | 0.0% | 0.0% | 92 | -986 | -12.02% | Q4 2025 | Feb 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,234 | 298 | 0.01% | 0.01% | 94 | +563 | 8.44% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 6,732 | 278 | 0.0% | 0.0% | 95 | -48 | -0.71% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 6,535 | 270 | 0.0% | 0.0% | 96 | +2,927 | 81.13% | Q4 2025 | Jan 27, 2026 |
| AlphaQuest LLC | History | Added to | 6,102 | 252 | 0.01% | 0.0% | 97 | +5,765 | 1710.68% | Q4 2025 | Feb 09, 2026 |
| INCEPTIONR LLC | History | New | 5,929 | 245 | 0.07% | — | 98 | +5,929 | New | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Reduced | 5,657 | 233 | 0.01% | 0.02% | 99 | -4,409 | -43.8% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 5,471 | 226 | 0.0% | — | 101 | +5,471 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 5,470 | 226 | 0.0% | 0.0% | 100 | -128 | -2.29% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,388 | 222 | 0.0% | 0.0% | 102 | -2,090 | -27.95% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | New | 5,325 | 220 | 0.0% | — | 103 | +5,325 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 5,315 | 219 | 0.0% | — | 104 | +5,315 | New | Q4 2025 | Feb 12, 2026 |
| DUTCH ASSET Corp | History | New | 5,196 | 215 | 0.17% | — | 106 | +5,196 | New | Q4 2025 | Mar 11, 2026 |
| Arizona State Retirement System | History | Reduced | 5,223 | 215 | 0.0% | 0.0% | 105 | -412 | -7.31% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,165 | 213 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,939 | 211 | 0.0% | 0.0% | 108 | -870 | -14.98% | Q4 2025 | Jan 21, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | New | 5,038 | 210 | 0.14% | — | 109 | +5,038 | New | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | New | 5,038 | 208 | 0.0% | — | 110 | +5,038 | New | Q4 2025 | Feb 11, 2026 |
| Weiss Asset Management LP | History | New | 5,019 | 207 | 0.0% | — | 111 | +5,019 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,819 | 199 | 0.0% | 0.0% | 112 | -156 | -3.14% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 4,740 | 196 | 0.0% | 0.0% | 113 | -676 | -12.48% | Q4 2025 | Jan 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 4,357 | 189 | 0.0% | 0.0% | 114 | -7,444 | -63.08% | Q4 2025 | Feb 18, 2026 |
| Graney & King, LLC | History | Added to | 4,405 | 182 | 0.11% | 0.11% | 115 | +36 | 0.82% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,174 | 172 | 0.0% | 0.0% | 116 | -100 | -2.34% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 4,060 | 169 | 0.0% | 0.0% | 117 | +500 | 14.04% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 4,007 | 165 | 0.0% | 0.0% | 118 | -1,168 | -22.57% | Q4 2025 | Jan 29, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 3,716 | 154 | 0.0% | — | 119 | +3,716 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,157 | 131 | 0.0% | — | 120 | +3,157 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 2,577 | 106 | 0.01% | 0.0% | 122 | +264 | 11.41% | Q4 2025 | Jan 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,565 | 106 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,304 | 95 | 0.0% | 0.0% | 123 | +603 | 35.45% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,555 | 64 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,445 | 60 | 0.0% | 0.0% | 125 | +573 | 65.71% | Q4 2025 | Feb 09, 2026 |
| Aquatic Capital Management LLC | History | New | 1,398 | 57 | 0.0% | — | 126 | +1,398 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,261 | 52 | 0.0% | 0.0% | 127 | +9 | 0.72% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,113 | 46 | 0.0% | — | 128 | +1,113 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,083 | 44 | 0.0% | 0.0% | 129 | -201 | -15.65% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 942 | 38 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | No change | 890 | 36 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 800 | 33 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 712 | 32 | 0.01% | — | 133 | +712 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 771 | 31 | 0.0% | 0.0% | 134 | -19 | -2.41% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 547 | 22 | 0.0% | 0.0% | 135 | +36 | 7.05% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 514 | 21 | 0.0% | 0.0% | 136 | -3 | -0.58% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 501 | 20 | 0.0% | — | 137 | +501 | New | Q4 2025 | Feb 05, 2026 |
| Community Bank, N.A. | History | New | 500 | 20 | 0.0% | — | 138 | +500 | New | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 446 | 18 | 0.0% | 0.0% | 139 | -64 | -12.55% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 406 | 16 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 370 | 15 | 0.0% | 0.0% | 141 | -60,259 | -99.39% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 336 | 14 | 0.0% | 0.0% | 142 | +27 | 8.74% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 329 | 13 | 0.0% | — | 143 | +323 | 5383.33% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 310 | 12 | 0.0% | 0.0% | 144 | +3 | 0.98% | Q4 2025 | Feb 17, 2026 |
| FNY Investment Advisers, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 260 | 10 | 0.0% | 0.0% | 147 | +217 | 504.65% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 242 | 10 | 0.0% | 0.0% | 148 | +25 | 11.52% | Q4 2025 | Jan 23, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 255 | 10 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 172 | 7 | 0.0% | — | 151 | +172 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 174 | 7 | 0.0% | 0.0% | 149 | -3 | -1.69% | Q4 2025 | Jan 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 170 | 7 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 155 | 6 | 0.0% | 0.0% | 152 | +22 | 16.54% | Q4 2025 | Feb 06, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,367 | 5 | 0.0% | — | 154 | +1,367 | New | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 153 | 5 | 0.0% | — | 153 | +153 | New | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 97 | 4 | 0.0% | — | 155 | +97 | New | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 112 | 4 | 0.0% | 0.0% | 156 | +82 | 273.33% | Q4 2025 | Feb 13, 2026 |
| Costello Asset Management, INC | History | No change | 78 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Optiver Holding B.V. | History | Reduced | 54 | 2 | 0.0% | 0.0% | 160 | -46 | -46.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 66 | 2 | 0.0% | 0.0% | 158 | +21 | 46.67% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Added to | 54 | 2 | 0.0% | 0.0% | 161 | +2 | 3.85% | Q4 2025 | Jan 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 69 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Reduced | 38 | 1 | 0.0% | 0.0% | 162 | -3,652 | -98.97% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 29 | 1 | 0.0% | — | 165 | +29 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 33 | 1 | 0.0% | 0.0% | 164 | -15 | -31.25% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 39 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -77,162 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,173 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -7,240 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -5,590 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -863 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -573 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -412 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Aster Capital Management (DIFC) Ltd | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q4 2025 | Feb 03, 2026 |
| American Capital Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| UMB Bank, n.a. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Covestor Ltd | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |