TELUS CORP - TU

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ROYAL BANK OF CANADA History New 154,696,189 2,037,349 0.33% 1 +154,696,189 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 64,376,692 848,492 0.29% 0.5% 2 -17,610,456 -21.48% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Added to 48,918,251 644,742 1.04% 1.19% 3 +6,710,336 15.9% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History Reduced 36,688,032 484,177 0.39% 0.47% 4 -175,187 -0.48% Q4 2025 Feb 10, 2026
1832 Asset Management L.P. History Reduced 33,012,974 434,780 0.33% 0.48% 5 -5,661,446 -14.64% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Added to 33,318,398 433,838 0.51% 0.62% 6 +955,779 2.95% Q4 2025 Feb 18, 2026
FIL Ltd History Added to 30,300,204 399,352 0.3% 0.18% 7 +16,066,539 112.88% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 29,470,046 388,415 0.01% 0.01% 8 +916,459 3.21% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 28,871,328 380,235 0.05% 0.04% 9 +10,409,469 56.38% Q4 2025 Mar 25, 2026
SIG North Trading, ULC History Added to 23,243,656 306,118 5.59% 6.06% 10 +3,584,274 18.23% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 22,896,760 301,362 0.27% 0.34% 11 +960,428 4.38% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 19,816,565 261,726 0.22% 12 +19,816,565 New Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 19,394,224 255,342 0.98% 1.42% 13 -3,507,556 -15.32% Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History Reduced 18,556,334 245,025 0.59% 0.86% 14 -208,620 -1.11% Q4 2025 Feb 10, 2026
BANK OF NOVA SCOTIA History Added to 17,536,356 231,117 0.34% 0.41% 15 +2,798,034 18.98% Q4 2025 Feb 13, 2026
Fiera Capital Corp History Reduced 17,365,666 228,951 0.73% 0.91% 16 -502,130 -2.81% Q4 2025 Feb 11, 2026
SCOTIA CAPITAL INC. History Reduced 16,744,613 220,320 0.89% 1.32% 17 -2,943,153 -14.95% Q4 2025 Feb 12, 2026
TORONTO DOMINION BANK History Added to 16,028,229 211,257 0.31% 0.39% 18 +76,085 0.48% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 12,500,760 164,635 0.03% 0.03% 19 +2,091,819 20.1% Q4 2025 Feb 19, 2026
FIRST TRUST ADVISORS LP History Added to 9,358,055 123,254 0.09% 0.09% 20 +1,879,419 25.13% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Reduced 9,227,684 121,422 0.76% 1.19% 21 -2,329,942 -20.16% Q4 2025 Jan 27, 2026
MORGAN STANLEY History Reduced 8,347,951 109,942 0.01% 0.01% 22 -511,172 -5.77% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 7,020,447 92,459 0.01% 0.01% 23 +3,742,998 114.2% Q4 2025 Jan 29, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Added to 6,775,387 89,415 1.46% 1.79% 24 +148,325 2.24% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 6,557,989 86,368 0.01% 0.01% 25 -4,947,140 -43.0% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 6,476,278 85,360 0.05% 0.05% 26 +952,300 17.24% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Reduced 6,470,019 85,337 0.04% 0.05% 27 -641,720 -9.02% Q4 2025 Feb 17, 2026
NORGES BANK History New 6,351,036 83,707 0.01% 28 +6,351,036 New Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 5,741,998 80,531 0.0% 0.01% 29 +535,183 10.28% Q4 2025 Feb 09, 2026
MILLENNIUM MANAGEMENT LLC History Added to 4,677,141 71,223 0.03% 0.01% 30 +2,908,984 164.52% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Reduced 5,348,978 70,446 0.06% 0.07% 31 -163,202 -2.96% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 4,217,227 55,540 0.0% 0.0% 32 +471,886 12.6% Q4 2025 Feb 11, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History Added to 3,350,460 44,159 3.03% 3.02% 33 +132,966 4.13% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Added to 3,261,922 42,959 0.01% 0.0% 34 +2,799,516 605.42% Q4 2025 Feb 17, 2026
GUARDIAN CAPITAL LP History Reduced 2,671,700 35,229 1.04% 1.85% 35 -975,070 -26.74% Q4 2025 Feb 18, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 2,666,500 35,190 0.4% 0.48% 36 0 0.0% Q4 2025 Jan 26, 2026
LINCLUDEN MANAGEMENT LTD History Added to 1,821,826 32,957 2.8% 2.89% 37 +161,320 9.72% Q4 2025 Jan 30, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 2,438,662 32,140 0.92% 1.16% 38 +5,800 0.24% Q4 2025 Feb 02, 2026
FEDERATED HERMES, INC. History Reduced 2,360,416 31,086 0.05% 0.07% 39 -299,032 -11.24% Q4 2025 Feb 12, 2026
BANK OF NOVA SCOTIA TRUST CO History Added to 2,359,479 31,074 2.7% 3.38% 40 +50,688 2.2% Q4 2025 Feb 12, 2026
BlackRock, Inc. History Added to 2,305,356 30,361 0.0% 0.0% 41 +801,024 53.25% Q4 2025 Feb 12, 2026
MUFG SECURITIES (CANADA), LTD. History Reduced 2,295,522 30,261 0.84% 1.12% 42 -244,501 -9.63% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,988,303 26,239 0.0% 0.0% 43 +68,108 3.55% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,780,038 23,443 0.03% 0.01% 44 +1,412,208 383.93% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 1,761,389 23,215 0.02% 0.01% 45 +831,606 89.44% Q4 2025 Feb 17, 2026
Amundi History Added to 1,551,464 20,432 0.01% 0.01% 46 +112,757 7.84% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 1,352,098 17,807 0.01% 0.01% 47 +123,220 10.03% Q4 2025 Feb 11, 2026
Swiss National Bank History Reduced 1,342,965 17,736 0.01% 0.01% 48 -115,000 -7.89% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 1,316,287 17,335 0.0% 0.0% 49 +634,864 93.17% Q4 2025 Feb 13, 2026
Purpose Unlimited Inc. History New 1,263,902 16,659 0.76% 50 +1,263,902 New Q4 2025 Mar 20, 2026
NICOLA WEALTH MANAGEMENT LTD. History Reduced 1,223,219 16,124 1.47% 2.98% 51 -902,200 -42.45% Q4 2025 Feb 09, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 1,200,000 15,804 0.12% 0.41% 52 -1,693,312 -58.53% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,176,400 15,493 0.01% 0.0% 53 +973,375 479.44% Q4 2025 Feb 10, 2026
Heathbridge Capital Management Ltd. History Added to 1,160,500 15,316 5.85% 4.67% 54 +387,700 50.17% Q4 2025 Feb 05, 2026
NATIXIS History Added to 1,128,981 14,868 0.05% 0.07% 55 +156,688 16.12% Q4 2025 Feb 13, 2026
DeepCurrents Investment Group LLC History New 30,683 13,256 0.43% 56 +30,683 New Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 995,679 13,116 0.01% 0.09% 57 -8,037,776 -88.98% Q4 2025 Feb 13, 2026
Harvest Portfolios Group Inc. History Added to 904,369 11,919 0.21% 0.12% 58 +481,084 113.65% Q4 2025 Feb 06, 2026
CITIGROUP INC History Reduced 872,528 11,514 0.01% 0.01% 59 -1,060,076 -54.85% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Added to 791,594 11,106 0.04% 0.0% 60 +771,594 3857.97% Q4 2025 Feb 18, 2026
MARSHALL WACE, LLP History Added to 840,228 11,065 0.01% 0.0% 61 +729,750 660.54% Q4 2025 Feb 13, 2026
Man Group plc History Added to 826,674 10,907 0.02% 0.0% 62 +801,747 3216.38% Q4 2025 Feb 17, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 811,352 10,693 0.06% 0.08% 63 -72,065 -8.16% Q4 2025 Feb 13, 2026
FMR LLC History Added to 752,722 9,920 0.0% 0.0% 64 +89,247 13.45% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 748,333 9,879 0.0% 0.0% 65 +47,223 6.74% Q4 2025 Feb 17, 2026
Timelo Investment Management Inc. History New 725,000 9,548 3.39% 66 +725,000 New Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 709,057 9,338 0.0% 0.0% 67 +341,034 92.67% Q4 2025 Feb 12, 2026
Northwest & Ethical Investments L.P. History Reduced 692,158 9,122 0.21% 0.27% 68 -31,795 -4.39% Q4 2025 Feb 17, 2026
APG Asset Management N.V. History Added to 783,849 8,807 0.02% 0.03% 69 +2,106 0.27% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 660,637 8,700 0.0% 0.0% 70 +9,976 1.53% Q4 2025 Feb 10, 2026
BNP Paribas Asset Management Holding S.A. History Added to 449,779 8,130 0.01% 0.02% 71 +118,989 35.97% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 605,296 7,971 0.07% 0.03% 72 +435,871 257.26% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History Reduced 534,076 7,299 0.03% 0.18% 73 -2,005,955 -78.97% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 403,081 7,118 0.01% 0.01% 74 0 0.0% Q4 2025 Jan 28, 2026
Guardian Partners Inc. History Reduced 473,648 6,722 0.54% 1.06% 75 -317,540 -40.13% Q4 2025 Feb 17, 2026
FORSTA AP-FONDEN History Added to 508,200 6,692 0.04% 0.03% 76 +172,300 51.3% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Reduced 454,559 5,986 0.0% 0.0% 77 -615,638 -57.53% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 450,954 5,943 0.0% 0.0% 78 +27,776 6.56% Q4 2025 Feb 11, 2026
AVIVA PLC History Added to 414,309 5,464 0.01% 0.01% 79 +23,876 6.12% Q4 2025 Feb 12, 2026
Anson Funds Management LP History New 400,000 5,272 0.5% 80 +400,000 New Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 391,380 5,165 0.0% 0.0% 81 +7,612 1.98% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 390,012 5,141 0.01% 0.01% 82 -170,207 -30.38% Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 377,000 4,965 0.03% 83 +377,000 New Q4 2025 Feb 05, 2026
Lorne Steinberg Wealth Management Inc. History Reduced 363,257 4,794 1.1% 1.41% 84 -8,779 -2.36% Q4 2025 Jan 27, 2026
Vest Financial, LLC History Added to 357,705 4,710 0.06% 0.04% 85 +176,316 97.2% Q4 2025 Jan 30, 2026
LPL Financial LLC History Reduced 343,383 4,522 0.0% 0.0% 86 -21,081 -5.78% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History Added to 341,153 4,492 0.01% 0.0% 87 +239,553 235.78% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 335,970 4,426 0.0% 0.0% 88 -245,024 -42.17% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 321,645 4,236 0.0% 0.0% 89 +151,185 88.69% Q4 2025 Feb 17, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 318,788 4,198 0.0% 0.0% 90 0 0.0% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 305,918 4,028 0.01% 0.01% 91 +158,583 107.63% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History New 277,665 3,656 0.12% 92 +277,665 New Q4 2025 Feb 10, 2026
AMERICAN CENTURY COMPANIES INC History Added to 273,079 3,599 0.0% 0.0% 93 +28,680 11.73% Q4 2025 Feb 13, 2026
Claret Asset Management Corp History Reduced 268,560 3,540 0.41% 0.54% 94 -21,757 -7.49% Q4 2025 Feb 11, 2026
USS Investment Management Ltd History Added to 261,867 3,448 0.02% 0.02% 95 +20,939 8.69% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 251,249 3,301 0.0% 0.01% 96 -139,709 -35.74% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 247,292 3,259 0.01% 0.07% 97 -1,110,141 -81.78% Q4 2025 Feb 10, 2026
Capital World Investors History Added to 243,262 3,206 0.0% 0.0% 98 +2,973 1.24% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Reduced 237,938 3,136 0.01% 0.01% 99 -47,970 -16.78% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 235,951 3,109 0.01% 0.01% 100 +89,099 60.67% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Added to 233,924 3,087 0.0% 0.0% 101 +16,823 7.75% Q4 2025 Jan 29, 2026
Morningstar Investment Management LLC History Reduced 224,443 2,956 0.17% 0.18% 102 -94,508 -29.63% Q4 2025 Feb 09, 2026
K.J. Harrison & Partners Inc History Added to 222,192 2,932 0.39% 0.12% 103 +167,714 307.86% Q4 2025 Feb 03, 2026
Schonfeld Strategic Advisors LLC History New 210,443 2,771 0.01% 104 +210,443 New Q4 2025 Feb 17, 2026
Aviso Financial Inc. History Reduced 206,276 2,718 0.1% 0.19% 105 -94,241 -31.36% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 202,381 2,665 0.01% 0.01% 106 +15,567 8.33% Q4 2025 Feb 17, 2026
Beutel, Goodman & Co Ltd. History Reduced 201,221 2,655 0.02% 0.02% 107 -50,935 -20.2% Q4 2025 Feb 13, 2026
DKRT Investments Corp. History No change 200,000 2,634 0.75% 0.76% 108 0 0.0% Q4 2025 Feb 13, 2026
TOBAM History Added to 144,573 2,615 0.64% 0.9% 109 +31,625 28.0% Q4 2025 Mar 02, 2026
Investment Management Corp of Ontario History Added to 189,790 2,499 0.03% 0.01% 110 +133,132 234.97% Q4 2025 Feb 17, 2026
Mn Services Vermogensbeheer B.V. History Added to 184,301 2,432 0.01% 0.02% 111 +3,101 1.71% Q4 2025 Jan 15, 2026
Campbell & CO Investment Adviser LLC History Added to 183,762 2,420 0.12% 0.04% 112 +153,051 498.36% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Reduced 182,111 2,403 0.0% 0.0% 113 -64,226 -26.07% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 178,648 2,357 0.01% 114 +178,648 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 175,600 2,312 0.0% 0.01% 115 -46,600 -20.97% Q4 2025 Feb 13, 2026
Cardinal Point Capital Management ULC History Added to 174,338 2,301 0.15% 0.18% 116 +9,920 6.03% Q4 2025 Feb 05, 2026
Clean Yield Group History Reduced 173,861 2,289 0.64% 0.84% 117 -14,345 -7.62% Q4 2025 Jan 26, 2026
Swiss Life Asset Management Ltd History New 165,287 2,178 0.01% 118 +165,287 New Q4 2025 Feb 04, 2026
Pacifica Partners Inc. History Added to 159,867 2,093 0.93% 0.9% 119 +727 0.46% Q4 2025 Jan 09, 2026
Wealth Advisors of Tampa Bay, LLC History Reduced 150,000 1,975 0.68% 1.37% 120 -110,331 -42.38% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Reduced 145,687 1,920 0.0% 0.0% 121 -39,000 -21.12% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Reduced 138,300 1,821 0.02% 0.01% 122 -30,617 -18.13% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 125,817 1,657 0.0% 0.0% 123 -21,725 -14.72% Q4 2025 Feb 18, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 124,468 1,639 0.0% 0.0% 124 -1,717 -1.36% Q4 2025 Feb 17, 2026
Legend Capital Advisors LLC History New 65,700 1,631 0.91% 125 +65,700 New Q4 2025 Feb 17, 2026
Creative Planning History Added to 114,003 1,501 0.0% 0.0% 126 +101,284 796.32% Q4 2025 Feb 17, 2026
Gold Investment Management Ltd. History Reduced 113,415 1,494 0.48% 0.6% 127 -841 -0.74% Q4 2025 Jan 28, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 106,040 1,399 0.01% 0.01% 128 +526 0.5% Q4 2025 Feb 12, 2026
PDT Partners, LLC History Reduced 101,770 1,340 0.09% 0.24% 129 -143,906 -58.58% Q4 2025 Feb 17, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 100,063 1,319 0.01% 130 +100,063 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 95,705 1,260 0.0% 0.0% 131 -33,139 -25.72% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Added to 92,914 1,223 0.0% 0.0% 132 +6,100 7.03% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History New 84,173 1,108 0.09% 133 +84,173 New Q4 2025 Feb 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Reduced 63,129 1,049 0.24% 0.26% 134 -13,343 -17.45% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History No change 70,000 921 0.01% 0.01% 135 0 0.0% Q4 2025 Feb 05, 2026
Mirabaud Asset Management Ltd History Reduced 60,344 879 0.41% 0.5% 136 -5,011 -7.67% Q4 2025 Feb 04, 2026
Centiva Capital, LP History New 66,300 873 0.01% 137 +66,300 New Q4 2025 Feb 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 63,725 839 0.0% 138 +63,725 New Q4 2025 Feb 17, 2026
OSSIAM History Reduced 63,222 834 0.02% 0.06% 139 -224,034 -77.99% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History New 61,434 809 0.01% 140 +61,434 New Q4 2025 Feb 17, 2026
111 Capital History New 60,967 803 0.18% 141 +60,967 New Q4 2025 Feb 11, 2026
AYAL Capital Advisors Ltd History New 60,000 790 0.28% 142 +60,000 New Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Reduced 58,780 774 0.01% 0.02% 143 -28,704 -32.81% Q4 2025 Feb 03, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 58,225 766 0.0% 0.0% 144 -122,926 -67.86% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 57,917 764 0.0% 0.0% 145 +408 0.71% Q4 2025 Feb 11, 2026
GUGGENHEIM CAPITAL LLC History Added to 56,229 740 0.01% 0.01% 146 +2,390 4.44% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 56,016 737 0.0% 0.0% 147 +19,622 53.92% Q4 2025 Feb 13, 2026
Community Bank & Trust, Waco, Texas History Added to 55,711 734 0.15% 0.17% 148 +2,179 4.07% Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History Added to 55,511 731 0.0% 0.0% 149 +8,153 17.22% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 53,698 708 0.0% 0.0% 150 -4,632 -7.94% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 49,916 697 0.0% 0.0% 151 -109,077 -68.6% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 52,400 691 0.0% 0.0% 152 -4,000 -7.09% Q4 2025 Feb 02, 2026
Investors Research Corp History Reduced 48,481 638 0.12% 0.24% 153 -33,375 -40.77% Q4 2025 Jan 06, 2026
TWINBEECH CAPITAL LP History New 48,423 637 0.05% 154 +48,423 New Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 47,444 624 0.0% 0.0% 155 -37,494 -44.14% Q4 2025 Feb 13, 2026
MQS Management LLC History New 46,274 609 0.36% 156 +46,274 New Q4 2025 Feb 09, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 45,227 595 0.04% 0.05% 157 0 0.0% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 44,591 587 0.0% 0.0% 158 -16,225 -26.68% Q4 2025 Feb 11, 2026
Avanza Fonder AB History No change 30,382 549 0.01% 0.02% 159 0 0.0% Q4 2025 Jan 12, 2026
Verition Fund Management LLC History New 38,669 509 0.0% 160 +38,669 New Q4 2025 Feb 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 38,500 503 0.0% 0.0% 161 +2,228 6.14% Q4 2025 Jan 08, 2026
Loudon Investment Management, LLC History Reduced 38,100 501 0.26% 0.37% 162 -6,884 -15.3% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 37,668 496 0.0% 0.0% 163 +12,919 52.2% Q4 2025 Feb 06, 2026
Walter Public Investments Inc. History Reduced 36,000 474 0.08% 0.1% 164 -3,334 -8.48% Q4 2025 Feb 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 35,605 469 0.0% 0.02% 165 -361,123 -91.03% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 35,322 466 0.0% 0.0% 166 +11,264 46.82% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Reduced 35,371 465 0.0% 0.0% 167 -5,092 -12.58% Q4 2025 Feb 02, 2026
Bayesian Capital Management, LP History New 35,300 464 1.06% 168 +35,300 New Q4 2025 Feb 17, 2026
Advisors Asset Management, Inc. History Added to 35,141 462 0.01% 0.01% 169 +7,147 25.53% Q4 2025 Feb 12, 2026
M&T BANK CORP History Reduced 31,761 418 0.0% 0.0% 170 -1,002 -3.06% Q4 2025 Jan 30, 2026
Sanctuary Advisors, LLC History Added to 31,454 415 0.0% 0.0% 171 +216 0.69% Q4 2025 Jan 29, 2026
Advisory Services Network, LLC History Added to 29,480 388 0.01% 0.01% 172 +6,702 29.42% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 28,130 370 0.01% 0.01% 173 +434 1.57% Q4 2025 Jan 30, 2026
Gulf International Bank (UK) Ltd History No change 27,104 357 0.01% 0.02% 174 0 0.0% Q4 2025 Feb 10, 2026
Candriam S.C.A. History No change 24,744 326 0.0% 0.0% 175 0 0.0% Q4 2025 Feb 13, 2026
Venturi Wealth Management, LLC History New 24,540 323 0.01% 176 +24,540 New Q4 2025 Jan 22, 2026
Atria Investments, Inc History Added to 24,258 319 0.0% 0.0% 177 +5,258 27.67% Q4 2025 Feb 05, 2026
STIFEL FINANCIAL CORP History Reduced 24,141 317 0.0% 0.0% 178 -32,270 -57.21% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 23,973 316 0.0% 0.0% 179 -10,703 -30.87% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 22,764 300 0.0% 0.0% 180 -57,140 -71.51% Q4 2025 Feb 10, 2026
Rempart Asset Management Inc. History Reduced 22,785 300 0.06% 0.09% 181 -6,528 -22.27% Q4 2025 Jan 12, 2026
Hillsdale Investment Management Inc. History Reduced 22,343 295 0.01% 0.01% 183 -4,342 -16.27% Q4 2025 Feb 10, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 22,473 295 0.15% 0.19% 182 -473 -2.06% Q4 2025 Jan 28, 2026
Intrua Financial, LLC History Reduced 22,349 294 0.03% 0.05% 184 -4,217 -15.87% Q4 2025 Feb 05, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 21,480 282 0.0% 0.0% 185 -168 -0.78% Q4 2025 Feb 12, 2026
Cardinal Capital Management, Inc. History Reduced 15,435 279 0.01% 0.16% 186 -335,321 -95.6% Q4 2025 Jan 22, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 21,134 278 0.0% 0.01% 187 -19,130 -47.51% Q4 2025 Feb 13, 2026
Burkett Asset Management Ltd History New 20,200 266 0.27% 188 +20,200 New Q4 2025 Feb 12, 2026
Scientech Research LLC History New 19,914 262 0.16% 189 +19,914 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 19,458 256 0.0% 0.0% 190 -4,811 -19.82% Q4 2025 Feb 11, 2026
WHITE PINE CAPITAL LLC History Reduced 19,349 254 0.07% 0.09% 191 -434 -2.19% Q4 2025 Feb 09, 2026
HSBC HOLDINGS PLC History Reduced 19,122 250 0.0% 0.01% 192 -1,624,195 -98.84% Q4 2025 Mar 20, 2026
PRIVATE TRUST CO NA History Reduced 18,734 246 0.02% 0.03% 193 -900 -4.58% Q4 2025 Jan 26, 2026
Metis Global Partners, LLC History Reduced 17,882 235 0.01% 0.01% 194 -4,190 -18.98% Q4 2025 Feb 11, 2026
Addenda Capital Inc. History No change 12,400 229 0.01% 0.01% 195 0 0.0% Q4 2025 Jan 22, 2026
Tacita Capital Inc History Reduced 16,354 215 0.12% 0.16% 196 -454 -2.7% Q4 2025 Feb 11, 2026
ROYCE & ASSOCIATES LP History No change 16,311 214 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Reduced 15,780 208 0.0% 0.0% 198 -1,566 -9.03% Q4 2025 Jan 12, 2026
GROUPAMA ASSET MANAGMENT History No change 11,008 199 0.0% 0.0% 199 0 0.0% Q4 2025 Feb 27, 2026
D.A. DAVIDSON & CO. History Added to 14,751 194 0.0% 0.0% 200 +210 1.44% Q4 2025 Jan 29, 2026
King Wealth Management Group History No change 14,670 193 0.02% 0.03% 201 0 0.0% Q4 2025 Feb 09, 2026
OXFORD ASSET MANAGEMENT LLP History New 14,596 192 0.08% 202 +14,596 New Q4 2025 Feb 17, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History New 14,400 189 0.02% 203 +14,400 New Q4 2025 Feb 11, 2026
Cumberland Partners Ltd History Reduced 14,364 189 0.01% 0.02% 204 -9,900 -40.8% Q4 2025 Feb 06, 2026
Brooklyn Investment Group History New 14,208 184 0.01% 205 +14,208 New Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History New 13,655 179 0.0% 206 +13,655 New Q4 2025 Feb 11, 2026
FourThought Financial Partners, LLC History New 13,649 179 0.02% 207 +13,649 New Q4 2025 Feb 06, 2026
Private Advisor Group, LLC History Reduced 13,448 177 0.0% 0.0% 208 -251 -1.83% Q4 2025 Feb 17, 2026
INGALLS & SNYDER LLC History Reduced 12,825 169 0.01% 0.01% 209 -7,100 -35.63% Q4 2025 Feb 13, 2026
JCIC Asset Management Inc. History Added to 12,670 167 0.05% 0.06% 210 +950 8.11% Q4 2025 Jan 22, 2026
Versant Capital Management, Inc History Reduced 12,567 165 0.02% 0.04% 211 -7,035 -35.89% Q4 2025 Jan 08, 2026
Abel Hall, LLC History Reduced 12,000 158 0.04% 0.08% 213 -129 -1.06% Q4 2025 Feb 17, 2026
Piedmont Capital Management, LLC History No change 11,999 158 0.08% 0.1% 212 0 0.0% Q4 2025 Feb 13, 2026
Value Partners Investments Inc. History Reduced 11,857 156 0.01% 0.02% 215 -4,288 -26.56% Q4 2025 Jan 08, 2026
B. Riley Wealth Advisors, Inc. History Added to 11,872 156 0.01% 0.01% 214 +389 3.39% Q4 2025 Feb 17, 2026
FOCUSED ALPHA, LLC History New 11,798 155 0.05% 216 +11,798 New Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Reduced 11,625 153 0.0% 0.01% 217 -8,713 -42.84% Q4 2025 Feb 11, 2026
J.W. COLE ADVISORS, INC. History Added to 11,558 152 0.0% 0.0% 218 +38 0.33% Q4 2025 Feb 11, 2026
XTX Topco Ltd History Reduced 11,517 151 0.0% 0.18% 219 -207,619 -94.74% Q4 2025 Feb 17, 2026
UHLMANN PRICE SECURITIES, LLC History Reduced 11,138 146 0.09% 0.12% 220 -1,213 -9.82% Q4 2025 Jan 12, 2026
Summit Global Investments History Reduced 10,965 144 0.01% 0.05% 222 -45,756 -80.67% Q4 2025 Feb 18, 2026
SYON CAPITAL LLC History New 10,978 144 0.01% 223 +10,978 New Q4 2025 Feb 11, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 10,967 144 0.0% 0.0% 221 +2,737 33.26% Q4 2025 Feb 13, 2026
One Capital Management, LLC History New 10,367 136 0.0% 224 +10,367 New Q4 2025 Feb 10, 2026
PharVision Advisers, LLC History New 10,228 134 0.07% 225 +10,228 New Q4 2025 Feb 17, 2026
Golden State Equity Partners History No change 10,000 131 0.02% 0.03% 226 0 0.0% Q4 2025 Jan 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 9,765 128 0.0% 0.0% 227 -7,871 -44.63% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Reduced 8,860 116 0.0% 0.01% 228 -327 -3.56% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Reduced 8,066 106 0.0% 0.0% 229 -3,109 -27.82% Q4 2025 Mar 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 7,488 98 0.0% 0.0% 230 +2,903 63.32% Q4 2025 Feb 10, 2026
Parvin Asset Management, LLC History Added to 7,075 93 0.07% 0.01% 231 +6,325 843.33% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 5,496 72 0.0% 0.0% 232 -31,104 -84.98% Q4 2025 Feb 09, 2026
TRUST CO OF VERMONT History No change 5,527 72 0.0% 0.0% 233 0 0.0% Q4 2025 Jan 16, 2026
Westerkirk Capital Inc. History Reduced 4,337 57 0.01% 0.11% 234 -59,200 -93.17% Q4 2025 Feb 11, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 4,239 55 0.01% 0.11% 235 -27,097 -86.47% Q4 2025 Jan 16, 2026
Kestra Advisory Services, LLC History New 4,138 54 0.0% 236 +4,138 New Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 3,990 52 0.0% 0.0% 237 -6,963 -63.57% Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Reduced 3,561 46 0.0% 0.02% 239 -38,572 -91.55% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 3,512 46 0.0% 0.0% 238 -34 -0.96% Q4 2025 Jan 29, 2026
CVA Family Office, LLC History Added to 2,717 35 0.0% 0.01% 240 +22 0.82% Q4 2025 Jan 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 2,500 32 0.0% 241 +2,500 New Q4 2025 Jan 21, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 2,473 32 0.01% 0.0% 242 +1,393 128.98% Q4 2025 Feb 13, 2026
Manchester Capital Management LLC History Added to 2,247 29 0.0% 0.0% 243 +1,712 320.0% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 2,194 28 0.0% 0.0% 244 -100 -4.36% Q4 2025 Jan 30, 2026
Arax Advisory Partners History Added to 1,705 22 0.0% 0.0% 245 +705 70.5% Q4 2025 Feb 13, 2026
Fairscale Capital, LLC History No change 1,690 22 0.01% 0.02% 246 0 0.0% Q4 2025 Feb 17, 2026
HM PAYSON & CO History No change 1,530 20 0.0% 0.0% 247 0 0.0% Q4 2025 Feb 12, 2026
LOM Asset Management Ltd History New 1,090 19 0.01% 249 +1,090 New Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History Added to 1,490 19 0.0% 0.0% 248 +828 125.08% Q4 2025 Feb 03, 2026
Citizens National Bank Trust Department History No change 1,200 15 0.0% 0.0% 250 0 0.0% Q4 2025 Jan 30, 2026
Pandora Wealth, Inc. History No change 1,200 15 0.01% 0.01% 251 0 0.0% Q4 2025 Feb 04, 2026
Hilltop National Bank History No change 1,000 13 0.0% 0.0% 252 0 0.0% Q4 2025 Jan 07, 2026
Smartleaf Asset Management LLC History Added to 993 12 0.0% 0.0% 253 +800 414.51% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 811 11 0.0% 0.0% 254 -2,857 -77.89% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History New 800 10 0.0% 255 +800 New Q4 2025 Feb 13, 2026
SUMMIT SECURITIES GROUP LLC History New 800 10 0.0% 256 +800 New Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 828 10 0.0% 0.0% 257 +578 231.2% Q4 2025 Feb 11, 2026
Quarry LP History New 691 9 0.0% 259 +691 New Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Reduced 679 9 0.0% 0.0% 258 -1 -0.15% Q4 2025 Jan 21, 2026
Blue Trust, Inc. History Reduced 611 8 0.0% 0.0% 260 -3,383 -84.7% Q4 2025 Jan 16, 2026
Indiana Trust & Investment Management Co History No change 560 7 0.0% 0.0% 261 0 0.0% Q4 2025 Jan 21, 2026
Coston, McIsaac & Partners History No change 576 7 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 03, 2026
Physician Wealth Advisors, Inc. History Reduced 500 6 0.0% 0.0% 264 -69 -12.13% Q4 2025 Jan 29, 2026
COUNTRY TRUST BANK History No change 505 6 0.0% 0.0% 263 0 0.0% Q4 2025 Jan 21, 2026
Pinnacle Wealth Planning Services, Inc. History New 435 5 0.0% 266 +435 New Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 420 5 0.0% 0.0% 265 -164 -28.08% Q4 2025 Feb 12, 2026
Center for Financial Planning, Inc. History No change 404 5 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Reduced 359 4 0.0% 0.0% 270 -2,567 -87.73% Q4 2025 Jan 23, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 366 4 0.0% 0.0% 268 -1,046 -74.08% Q4 2025 Jan 07, 2026
IFP Advisors, Inc History Reduced 377 4 0.0% 0.0% 269 -86 -18.57% Q4 2025 Feb 06, 2026
Bruce G. Allen Investments, LLC History New 234 3 0.0% 278 +234 New Q4 2025 Feb 10, 2026
Zimmer Partners, LP History New 233 3 0.0% 272 +233 New Q4 2025 Feb 17, 2026
Optiver Holding B.V. History New 233 3 0.0% 276 +233 New Q4 2025 Feb 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 249 3 0.0% 0.0% 271 +18 7.79% Q4 2025 Feb 11, 2026
Dixon Mitchell Investment Counsel Inc. History Added to 261 3 0.0% 0.0% 277 +4 1.56% Q4 2025 Feb 13, 2026
Measured Wealth Private Client Group, LLC History No change 300 3 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 10, 2026
West Financial Advisors, LLC History No change 300 3 0.0% 0.0% 274 0 0.0% Q4 2025 Jan 13, 2026
Spire Wealth Management History No change 273 3 0.0% 0.0% 275 0 0.0% Q4 2025 Jan 14, 2026
Glen Eagle Advisors, LLC History Reduced 202 2 0.0% 0.0% 284 -202 -50.0% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 190 2 0.0% 0.0% 279 0 0.0% Q4 2025 Jan 20, 2026
Crewe Advisors LLC History No change 190 2 0.0% 0.0% 280 0 0.0% Q4 2025 Jan 16, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 200 2 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History No change 200 2 0.0% 0.0% 282 0 0.0% Q4 2025 Jan 13, 2026
Bare Financial Services, Inc History No change 208 2 0.0% 0.0% 283 0 0.0% Q4 2025 Feb 06, 2026
Hughes Financial Services, LLC History No change 154 2 0.0% 0.0% 285 0 0.0% Q4 2025 Feb 11, 2026
Reflection Asset Management History New 129 1 0.0% 293 +129 New Q4 2025 Mar 02, 2026
Allworth Financial LP History New 120 1 0.0% 288 +120 New Q4 2025 Feb 05, 2026
Hilton Head Capital Partners, LLC History New 104 1 0.0% 294 +104 New Q4 2025 Feb 11, 2026
Bangor Savings Bank History New 100 1 0.0% 287 +100 New Q4 2025 Jan 16, 2026
Colonial Trust Co / SC History Reduced 143 1 0.0% 0.0% 291 -89 -38.36% Q4 2025 Feb 12, 2026
Penserra Capital Management LLC History Reduced 96 1 0.0% 0.0% 289 -30 -23.81% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 97 1 0.0% 0.0% 290 +20 25.97% Q4 2025 Feb 06, 2026
True Wealth Design, LLC History Added to 116 1 0.0% 0.0% 292 +13 12.62% Q4 2025 Jan 08, 2026
North Star Investment Management Corp. History No change 100 1 0.0% 0.0% 286 0 0.0% Q4 2025 Jan 30, 2026
BESSEMER GROUP INC History Closed out 0 0 0.09% -3,862,170 -100.0% Q3 2025 Nov 05, 2025
AEGON ASSET MANAGEMENT UK PLC History Closed out 0 0 0.09% -489,791 -100.0% Q3 2025 Oct 31, 2025
MONTRUSCO BOLTON INVESTMENTS INC. History Closed out 0 0 0.09% -475,273 -100.0% Q3 2025 Nov 12, 2025
Waratah Capital Advisors Ltd. History Closed out 0 0 0.11% -396,669 -100.0% Q3 2025 Nov 10, 2025
Ninepoint Partners LP History Closed out 0 0 0.38% -183,906 -100.0% Q3 2025 Nov 12, 2025
Maryland State Retirement & Pension System History Closed out 0 0 0.05% -159,733 -100.0% Q3 2025 Oct 29, 2025
Triasima Portfolio Management inc. History Closed out 0 0 0.24% -100,035 -100.0% Q3 2025 Oct 29, 2025
PARK CIRCLE Co History Closed out 0 0 1.28% -97,078 -100.0% Q3 2025 Nov 07, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.31% -64,717 -100.0% Q3 2025 Nov 13, 2025
Entropy Technologies, LP History Closed out 0 0 0.06% -51,224 -100.0% Q3 2025 Nov 13, 2025
Orion Porfolio Solutions, LLC History Closed out 0 0 0.01% -50,234 -100.0% Q3 2025 Nov 12, 2025
Achmea Investment Management B.V. History Closed out 0 0 0.01% -34,901 -100.0% Q3 2025 Nov 21, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.1% -24,343 -100.0% Q3 2025 Nov 13, 2025
Corient Private Wealth LLC History Closed out 0 0 0.0% -21,467 -100.0% Q3 2025 Nov 14, 2025
CIDEL ASSET MANAGEMENT INC History Closed out 0 0 0.02% -21,071 -100.0% Q3 2025 Nov 07, 2025
Magnetar Financial LLC History Closed out 0 0 0.0% -21,013 -100.0% Q3 2025 Nov 13, 2025
Bayforest Capital Ltd History Closed out 0 0 0.16% -21,002 -100.0% Q3 2025 Oct 24, 2025
Ardmore Road Asset Management LP History Closed out 0 0 0.02% -20,000 -100.0% Q3 2025 Nov 13, 2025
State of Wyoming History Closed out 0 0 0.03% -18,728 -100.0% Q3 2025 Nov 04, 2025
DGS Capital Management, LLC History Closed out 0 0 0.05% -16,649 -100.0% Q3 2025 Feb 24, 2026
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -14,285 -100.0% Q3 2025 Oct 07, 2025
Savant Capital, LLC History Closed out 0 0 0.0% -12,542 -100.0% Q3 2025 Mar 04, 2026
Equitable Holdings, Inc. History Closed out 0 0 0.0% -11,905 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.01% -11,614 -100.0% Q3 2025 Nov 14, 2025
Beverly Hills Private Wealth, LLC History Closed out 0 0 0.03% -11,077 -100.0% Q3 2025 Nov 10, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -11,035 -100.0% Q3 2025 Oct 22, 2025
Sequoia Financial Advisors, LLC History Closed out 0 0 0.0% -10,016 -100.0% Q3 2025 Oct 29, 2025
PEAK6 LLC History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Mar 30, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -8,642 -100.0% Q3 2025 Oct 23, 2025
Employees Retirement System of Texas History Closed out 0 0 0.0% -4,027 -100.0% Q3 2025 Nov 13, 2025
Cromwell Holdings LLC History Closed out 0 0 0.02% -2,717 -100.0% Q3 2025 Oct 24, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.02% -1,732 -100.0% Q3 2025 Nov 19, 2025
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.0% -1,467 -100.0% Q3 2025 Nov 13, 2025
CIBC Private Wealth Group LLC History Closed out 0 0 0.0% -1,250 -100.0% Q3 2025 Nov 24, 2025
Addison Advisors LLC History Closed out 0 0 0.0% -762 -100.0% Q3 2025 Nov 07, 2025
Larson Financial Group LLC History Closed out 0 0 0.0% -561 -100.0% Q3 2025 Nov 14, 2025
Geneos Wealth Management Inc. History Closed out 0 0 0.0% -440 -100.0% Q3 2025 Oct 22, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -358 -100.0% Q3 2025 Nov 12, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -231 -100.0% Q3 2025 Nov 03, 2025
Cornerstone Financial Management LLC History New 69 0 +69 New Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History Reduced 27 0 0.0% -60 -68.97% Q4 2025 Feb 02, 2026
Bell Investment Advisors, Inc History Reduced 63 0 0.0% -58 -47.93% Q4 2025 Feb 24, 2026
Keating Financial Advisory Services, Inc. History New 58 0 +58 New Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Closed out 0 0 -55 -100.0% Q3 2025 Nov 07, 2025
SageView Advisory Group, LLC History New 49 0 +49 New Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -14 -100.0% Q3 2025 Nov 14, 2025
MV CAPITAL MANAGEMENT, INC. History New 3 0 +3 New Q4 2025 Feb 23, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 0 0.0% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 18, 2026
Millstone Evans Group, LLC History No change 35 0 0 0.0% Q4 2025 Feb 02, 2026