UNIFIRST CORP - UNF

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
BlackRock, Inc. History Reduced 2,112,094 407,422 0.01% 0.01% 1 -29,125 -1.36% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 1,595,587 307,788 0.0% 0.0% 2 -71,732 -4.3% Q4 2025 Jan 29, 2026
River Road Asset Management, LLC History Added to 865,014 166,861 1.83% 1.48% 3 +75,524 9.57% Q4 2025 Feb 24, 2026
LONDON CO OF VIRGINIA History Reduced 835,370 161,145 0.93% 0.83% 4 -67,635 -7.49% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 787,418 151,895 0.03% 0.03% 5 +14,751 1.91% Q4 2025 Feb 12, 2026
STATE STREET CORP History Reduced 565,968 109,384 0.0% 0.0% 6 -10,856 -1.88% Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 559,008 107,832 0.29% 0.24% 7 -29,843 -5.07% Q4 2025 Feb 13, 2026
Engine Capital Management, LP History Added to 459,871 88,709 12.25% 1.23% 8 +397,772 640.54% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 451,194 87,035 0.06% 0.04% 9 +143,853 46.81% Q4 2025 Feb 13, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 367,786 70,945 0.54% 0.19% 10 +228,586 164.21% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 358,876 69,238 0.0% 0.0% 11 -8,032 -2.19% Q4 2025 Feb 09, 2026
Madison Avenue Partners, LP History New 303,844 58,611 2.52% 12 +303,844 New Q4 2025 Feb 17, 2026
Copeland Capital Management, LLC History Reduced 295,381 56,979 1.27% 1.09% 13 -16,615 -5.33% Q4 2025 Jan 29, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC History Added to 291,976 56,322 2.54% 1.1% 14 +77,869 36.37% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 219,484 42,338 0.01% 0.01% 15 -1,677 -0.76% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 195,367 37,686 0.0% 0.0% 16 -19,026 -8.87% Q4 2025 Feb 17, 2026
Topline Capital Management, LLC History Added to 158,117 30,500 2.76% 3.52% 17 +35,736 29.2% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 157,085 30,302 0.04% 0.03% 18 +13,782 9.62% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 130,969 25,263 0.0% 0.0% 19 -27,267 -17.23% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 129,141 24,911 0.01% 0.01% 20 -17,696 -12.05% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Reduced 115,512 22,282 0.0% 0.0% 21 -3,633 -3.05% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Reduced 109,236 21,071 0.0% 0.0% 22 -4,214 -3.71% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 105,540 20,367 0.0% 0.0% 23 +73,172 226.06% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 103,694 20,002 0.0% 0.0% 24 +1,171 1.14% Q4 2025 Feb 13, 2026
Tweedy, Browne Co LLC History New 102,059 19,687 1.59% 25 +102,059 New Q4 2025 Feb 03, 2026
TimesSquare Capital Management, LLC History Reduced 99,338 19,162 0.29% 0.26% 26 -9,382 -8.63% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 88,381 17,048 0.01% 0.0% 27 +13,449 17.95% Q4 2025 Feb 18, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 86,489 16,683 0.01% 0.01% 28 +3,365 4.05% Q4 2025 Feb 02, 2026
AMERICAN CENTURY COMPANIES INC History Added to 78,306 15,105 0.01% 0.0% 29 +73,796 1636.27% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 74,435 14,359 0.02% 30 +74,435 New Q4 2025 Feb 17, 2026
Quinn Opportunity Partners LLC History Added to 73,300 14,139 0.6% 0.6% 31 +22,808 45.17% Q4 2025 Feb 13, 2026
T. Rowe Price Investment Management, Inc. History Reduced 73,196 14,120 0.01% 0.02% 32 -130,182 -64.01% Q4 2025 Feb 19, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 73,179 14,116 0.0% 0.0% 33 +69,079 1684.85% Q4 2025 Feb 17, 2026
Clearline Capital LP History No change 64,477 12,437 0.61% 0.49% 34 0 0.0% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 64,254 12,394 0.0% 0.0% 35 +25,912 67.58% Q4 2025 Mar 25, 2026
Greenhouse Funds LLLP History New 63,894 12,325 0.45% 36 +63,894 New Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 63,859 12,318 0.02% 37 +63,859 New Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 58,081 11,203 0.0% 0.0% 38 -2,789 -4.58% Q4 2025 Feb 19, 2026
JPMORGAN CHASE & CO History Reduced 57,660 11,122 0.0% 0.0% 39 -8,048 -12.25% Q4 2025 Feb 11, 2026
FMR LLC History Added to 52,672 10,160 0.0% 0.0% 40 +36,577 227.26% Q4 2025 Feb 17, 2026
Ulysses Management LLC History Added to 51,241 9,884 1.82% 0.34% 41 +23,260 83.13% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 50,373 9,716 0.03% 0.04% 42 -8,062 -13.8% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 45,788 8,832 0.01% 0.02% 43 -76,425 -62.53% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 44,107 8,508 0.0% 0.0% 44 +7,791 21.45% Q4 2025 Jan 29, 2026
RHUMBLINE ADVISERS History Reduced 43,325 8,357 0.01% 0.01% 45 -3,702 -7.87% Q4 2025 Feb 13, 2026
FIL Ltd History New 42,500 8,198 0.01% 46 +42,500 New Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 41,500 8,005 0.01% 0.01% 47 -2,000 -4.6% Q4 2025 Feb 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 41,161 7,939 0.03% 0.02% 48 +7,106 20.87% Q4 2025 Jan 28, 2026
CITADEL ADVISORS LLC History Added to 40,149 7,744 0.0% 0.0% 49 +11,702 41.14% Q4 2025 Feb 17, 2026
Tribune Investment Group LP History Added to 40,000 7,716 4.18% 2.02% 50 +15,000 60.0% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Reduced 39,073 7,537 0.0% 0.0% 51 -2,462 -5.93% Q4 2025 Feb 09, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 37,919 7,314 0.02% 0.02% 52 +1,701 4.7% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 36,641 7,068 0.0% 0.01% 53 -21,665 -37.16% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 35,823 6,910 0.0% 0.0% 54 -55,790 -60.9% Q4 2025 Feb 12, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History Reduced 34,624 6,678 0.31% 0.27% 55 -1,328 -3.69% Q4 2025 Feb 12, 2026
Vest Financial, LLC History Added to 31,785 6,131 0.08% 0.04% 56 +11,278 55.0% Q4 2025 Jan 30, 2026
COMERICA BANK History Added to 31,163 6,011 0.02% 0.01% 57 +12,465 66.66% Q4 2025 Jan 29, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 30,720 5,925 0.0% 0.01% 58 -58,245 -65.47% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 29,500 5,690 0.0% 0.0% 59 +500 1.72% Q4 2025 Feb 12, 2026
Voss Capital, LP History New 29,485 5,687 0.27% 60 +29,485 New Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 29,088 5,611 0.01% 0.0% 61 -2,717 -8.54% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 29,073 5,608 0.01% 0.01% 62 -8,338 -22.29% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 29,047 5,603 0.0% 0.0% 63 +1,397 5.05% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 28,578 5,512 0.0% 64 +28,578 New Q4 2025 Feb 17, 2026
THIRD AVENUE MANAGEMENT LLC History Added to 28,434 5,484 1.0% 0.81% 65 +2,505 9.66% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Added to 28,292 5,457 0.01% 0.01% 66 +7,642 37.01% Q4 2025 Feb 17, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History New 28,020 5,405 0.08% 67 +28,020 New Q4 2025 Jan 05, 2026
LEVIN CAPITAL STRATEGIES, L.P. History New 25,519 4,922 0.42% 68 +25,519 New Q4 2025 Jan 30, 2026
ROYCE & ASSOCIATES LP History No change 25,437 4,906 0.05% 0.04% 69 0 0.0% Q4 2025 Feb 09, 2026
WESTERLY CAPITAL MANAGEMENT, LLC History New 25,000 4,822 1.06% 70 +25,000 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 24,811 4,786 0.0% 0.0% 71 +1,383 5.9% Q4 2025 Feb 13, 2026
Assenagon Asset Management S.A. History New 24,699 4,764 0.01% 72 +24,699 New Q4 2025 Jan 09, 2026
Russell Investments Group, Ltd. History Added to 22,717 4,382 0.0% 0.0% 73 +1,591 7.53% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 21,164 4,082 0.01% 0.0% 74 +19,383 1088.32% Q4 2025 Feb 05, 2026
Moran Wealth Management, LLC History Reduced 20,642 3,981 0.12% 0.11% 75 -928 -4.3% Q4 2025 Jan 26, 2026
Potrero Capital Research LLC History New 20,000 3,858 1.3% 76 +20,000 New Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 19,552 3,772 0.01% 0.01% 77 -1,701 -8.0% Q4 2025 Jan 30, 2026
Congruence Capital, LLC History New 19,550 3,771 1.39% 78 +19,550 New Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 19,107 3,687 0.01% 0.0% 79 +17,739 1296.71% Q4 2025 Jan 28, 2026
Squarepoint Ops LLC History Added to 18,177 3,506 0.0% 0.0% 80 +6,276 52.74% Q4 2025 Feb 13, 2026
Taconic Capital Advisors LP History New 17,886 3,450 1.7% 81 +17,886 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 17,681 3,409 0.0% 0.0% 82 -416 -2.3% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 17,164 3,312 0.0% 0.0% 83 +517 3.11% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 16,367 3,157 0.0% 0.0% 84 +9,624 142.73% Q4 2025 Feb 13, 2026
New Age Alpha Advisors, LLC History Reduced 16,039 3,093 0.13% 0.11% 85 -294 -1.8% Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 15,603 3,009 0.0% 0.0% 86 -2,387 -13.27% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 15,437 2,978 0.01% 0.01% 87 -808 -4.97% Q4 2025 Feb 05, 2026
Darwins River Capital, LP History New 15,263 2,944 1.98% 88 +15,263 New Q4 2025 Feb 17, 2026
Governors Lane LP History New 15,100 2,912 0.17% 89 +15,100 New Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 15,000 2,893 0.04% 90 +15,000 New Q4 2025 Feb 17, 2026
INTREPID CAPITAL MANAGEMENT INC History New 14,310 2,760 1.07% 91 +14,310 New Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 13,849 2,671 0.0% 0.0% 92 -41 -0.3% Q4 2025 Feb 17, 2026
Pullen Investment Management, LLC History Added to 13,845 2,670 1.41% 0.78% 93 +5,192 60.0% Q4 2025 Jan 20, 2026
MARTIN & CO INC /TN/ History Added to 13,832 2,668 0.46% 0.4% 94 +250 1.84% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 13,710 2,644 0.0% 0.0% 95 -1,340 -8.9% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Added to 13,590 2,621 0.01% 0.01% 96 +1,412 11.59% Q4 2025 Jan 30, 2026
DDD Partners, LLC History New 13,551 2,613 0.17% 97 +13,551 New Q4 2025 Jan 22, 2026
Creative Planning History Added to 13,507 2,605 0.0% 0.0% 98 +6,596 95.44% Q4 2025 Feb 17, 2026
EASTERLY INVESTMENT PARTNERS LLC History New 13,125 2,531 0.16% 99 +13,125 New Q4 2025 Feb 10, 2026
CANADA LIFE ASSURANCE Co History No change 12,909 2,483 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 12,832 2,475 0.0% 0.0% 101 -692 -5.12% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 12,621 2,434 0.0% 0.0% 102 +76 0.61% Q4 2025 Feb 12, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 12,467 2,404 0.06% 0.05% 103 -376 -2.93% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 11,953 2,305 0.0% 0.0% 104 -18,399 -60.62% Q4 2025 Feb 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 11,490 2,220 0.06% 0.05% 105 0 0.0% Q4 2025 Jan 12, 2026
MML INVESTORS SERVICES, LLC History Reduced 10,484 2,022 0.0% 0.0% 106 -254 -2.37% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 10,406 2,007 0.01% 0.01% 107 +3 0.03% Q4 2025 Feb 17, 2026
EVR Research LP History New 10,000 1,929 1.04% 108 +10,000 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 9,805 1,891 0.05% 109 +9,805 New Q4 2025 Feb 17, 2026
BOYAR ASSET MANAGEMENT INC. History New 9,308 1,795 1.14% 110 +9,308 New Q4 2025 Feb 13, 2026
Atria Investments, Inc History Added to 8,955 1,727 0.02% 0.02% 111 +621 7.45% Q4 2025 Feb 05, 2026
SG Americas Securities, LLC History Added to 8,490 1,638 0.0% 0.0% 112 +3,840 82.58% Q4 2025 Jan 09, 2026
State of Alaska, Department of Revenue History Reduced 8,362 1,612 0.02% 0.01% 113 -127 -1.5% Q4 2025 Jan 23, 2026
IEQ CAPITAL, LLC History Reduced 8,279 1,597 0.0% 0.0% 114 -1,522 -15.53% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 8,077 1,558 0.01% 0.01% 115 -623 -7.16% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History New 8,000 1,543 0.0% 116 +8,000 New Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 7,761 1,497 0.0% 0.0% 117 -5,339 -40.76% Q4 2025 Feb 17, 2026
HighVista Strategies LLC History New 7,727 1,490 0.38% 118 +7,727 New Q4 2025 Feb 17, 2026
Illinois Municipal Retirement Fund History Reduced 7,703 1,485 0.02% 0.02% 119 -428 -5.26% Q4 2025 Feb 11, 2026
ALGERT GLOBAL LLC History Reduced 7,203 1,389 0.02% 0.1% 120 -27,873 -79.46% Q4 2025 Feb 17, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 7,178 1,384 0.05% 0.01% 121 +5,887 456.0% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 7,115 1,372 0.01% 0.01% 122 +937 15.17% Q4 2025 Jan 12, 2026
Gotham Asset Management, LLC History Reduced 6,951 1,340 0.0% 0.01% 123 -3,476 -33.34% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 6,933 1,335 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 6,876 1,326 0.0% 0.0% 125 +51 0.75% Q4 2025 Feb 06, 2026
Cannon Global Investment Management, LLC History New 6,800 1,311 3.3% 126 +6,800 New Q4 2025 Jan 27, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 6,794 1,310 0.0% 0.0% 127 -217 -3.1% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 6,714 1,295 0.0% 128 +6,714 New Q4 2025 Feb 13, 2026
Louisiana State Employees Retirement System History Reduced 6,700 1,292 0.02% 0.02% 129 -200 -2.9% Q4 2025 Jan 16, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 6,531 1,259 0.0% 0.04% 130 -416,375 -98.46% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 6,527 1,259 0.01% 0.01% 131 -945 -12.65% Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 6,294 1,216 0.0% 0.0% 132 +5 0.08% Q4 2025 Jan 15, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 6,238 1,203 0.0% 0.0% 133 +78 1.27% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 6,147 1,185 0.0% 0.0% 134 -613 -9.07% Q4 2025 Mar 09, 2026
CITIGROUP INC History Reduced 5,980 1,153 0.0% 0.0% 135 -8,175 -57.75% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 5,969 1,151 0.01% 0.01% 136 -654 -9.87% Q4 2025 Feb 10, 2026
Horizon Investments, LLC History Reduced 5,591 1,078 0.01% 0.02% 137 -2,634 -32.02% Q4 2025 Feb 02, 2026
CWM, LLC History Reduced 5,421 1,046 0.0% 0.0% 138 -2,437 -31.01% Q4 2025 Jan 26, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 4,627 892 0.0% 0.0% 139 -700 -13.14% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Reduced 4,594 886 0.0% 0.01% 140 -12,173 -72.6% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 4,576 882 0.0% 0.0% 141 +2,967 184.4% Q4 2025 Feb 17, 2026
Laurion Capital Management LP History New 4,533 874 0.03% 142 +4,533 New Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 4,500 868 0.0% 0.0% 143 +4,100 1025.0% Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History Added to 4,464 861 0.21% 0.01% 144 +4,398 6663.64% Q4 2025 Mar 03, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 4,366 842 0.01% 0.01% 145 -534 -10.9% Q4 2025 Feb 04, 2026
BURNEY CO/ History Reduced 4,285 826 0.03% 0.02% 146 -107 -2.44% Q4 2025 Jan 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 3,976 817 0.01% 0.01% 148 -691 -14.81% Q4 2025 Jan 21, 2026
AMALGAMATED BANK History Reduced 4,236 817 0.01% 0.01% 147 -123 -2.82% Q4 2025 Feb 05, 2026
Arizona State Retirement System History Reduced 4,191 808 0.0% 0.0% 149 -245 -5.52% Q4 2025 Jan 28, 2026
Neuberger Berman Group LLC History Added to 4,079 786 0.0% 0.0% 150 +96 2.41% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 3,999 771 0.01% 0.01% 151 -243 -5.73% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 3,902 752 0.0% 0.02% 152 -56,508 -93.54% Q4 2025 Feb 11, 2026
State of Tennessee, Department of Treasury History Reduced 3,448 741 0.0% 0.0% 153 -2,456 -41.6% Q4 2025 Feb 18, 2026
&PARTNERS History Added to 3,809 734 0.0% 0.0% 154 +435 12.89% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 3,804 733 0.0% 0.0% 155 -590 -13.43% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 3,796 732 0.01% 0.01% 156 -477 -11.16% Q4 2025 Jan 29, 2026
Gallagher Fiduciary Advisors, LLC History Added to 3,701 713 0.02% 0.02% 157 +265 7.71% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History No change 3,679 710 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 06, 2026
Avior Wealth Management, LLC History Reduced 3,677 709 0.02% 0.02% 159 -709 -16.17% Q4 2025 Jan 06, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 3,606 695 0.0% 0.0% 160 -212 -5.55% Q4 2025 Feb 10, 2026
Holocene Advisors, LP History Added to 3,596 693 0.0% 0.0% 161 +1,444 67.1% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 3,518 678 0.0% 0.0% 162 -1,550 -30.58% Q4 2025 Feb 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 3,330 642 0.01% 0.01% 163 -15 -0.45% Q4 2025 Feb 04, 2026
HighTower Advisors, LLC History Reduced 3,222 621 0.0% 0.0% 164 -596 -15.61% Q4 2025 Feb 06, 2026
KLP KAPITALFORVALTNING AS History Added to 3,200 618 0.0% 0.0% 165 +200 6.67% Q4 2025 Jan 28, 2026
PARK AVENUE SECURITIES LLC History Added to 3,178 613 0.01% 0.0% 166 +164 5.44% Q4 2025 Jan 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 2,878 584 0.0% 0.0% 167 -610 -17.49% Q4 2025 Jan 08, 2026
Snowden Capital Advisors LLC History Reduced 2,979 575 0.01% 0.02% 168 -434 -12.72% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,866 552 0.0% 0.0% 170 -436 -13.2% Q4 2025 Feb 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 2,862 552 0.0% 0.0% 169 0 0.0% Q4 2025 Jan 27, 2026
ProShare Advisors LLC History Added to 2,847 549 0.0% 0.0% 171 +6 0.21% Q4 2025 Feb 06, 2026
Mariner, LLC History Reduced 2,802 541 0.0% 0.0% 172 -155 -5.24% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Reduced 2,798 539 0.0% 0.0% 173 -318 -10.21% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 2,728 526 0.0% 0.0% 174 +725 36.2% Q4 2025 Jan 29, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 2,622 505 0.04% 175 +2,622 New Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 2,560 494 0.04% 0.03% 176 -119 -4.44% Q4 2025 Jan 20, 2026
Pictet Asset Management Holding SA History Added to 2,521 486 0.0% 0.0% 177 +307 13.87% Q4 2025 Jan 29, 2026
Ionic Capital Management LLC History New 2,500 482 0.06% 178 +2,500 New Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 2,447 472 0.01% 0.01% 179 -100 -3.93% Q4 2025 Feb 02, 2026
Inspire Investing, LLC History Reduced 2,415 465 0.04% 0.04% 180 -300 -11.05% Q4 2025 Feb 17, 2026
Amundi History Reduced 2,159 416 0.0% 0.0% 181 -672 -23.74% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 2,153 415 0.0% 0.0% 182 +367 20.55% Q4 2025 Feb 18, 2026
Maryland State Retirement & Pension System History Reduced 2,118 408 0.01% 0.01% 183 -37 -1.72% Q4 2025 Feb 17, 2026
RBF Capital, LLC History No change 2,000 385 0.02% 0.01% 184 0 0.0% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 1,895 365 0.02% 0.23% 185 -19,416 -91.11% Q4 2025 Feb 09, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 1,789 345 0.01% 0.01% 186 -68 -3.66% Q4 2025 Feb 18, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,773 342 0.01% 0.0% 187 +98 5.85% Q4 2025 Jan 28, 2026
Diversified Trust Co History Added to 1,734 334 0.01% 0.01% 188 +164 10.45% Q4 2025 Jan 09, 2026
BANK OF MONTREAL /CAN/ History New 1,707 329 0.0% 189 +1,707 New Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 1,681 324 0.0% 0.0% 190 +1,622 2749.15% Q4 2025 Mar 16, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 1,665 321 0.0% 0.0% 191 -14 -0.83% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 1,601 308 0.0% 0.0% 192 -174 -9.8% Q4 2025 Feb 02, 2026
Argent Trust Co History Reduced 1,588 306 0.01% 0.01% 193 -231 -12.7% Q4 2025 Feb 10, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 1,569 303 0.0% 0.0% 194 0 0.0% Q4 2025 Feb 13, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 1,562 301 0.01% 0.01% 195 -20 -1.26% Q4 2025 Jan 14, 2026
SageView Advisory Group, LLC History Reduced 1,536 296 0.01% 0.01% 196 -77 -4.77% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 1,528 294 0.0% 0.0% 197 -27,903 -94.81% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 1,496 288 0.0% 0.0% 198 -8,577 -85.15% Q4 2025 Feb 11, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 1,490 287 0.0% 0.01% 199 -1,898 -56.02% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History New 1,459 281 0.01% 200 +1,459 New Q4 2025 Feb 12, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 1,374 265 0.0% 0.0% 201 -76 -5.24% Q4 2025 Feb 10, 2026
M&T BANK CORP History New 1,347 260 0.0% 202 +1,347 New Q4 2025 Jan 30, 2026
PROFUND ADVISORS LLC History New 1,322 255 0.01% 203 +1,322 New Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 1,314 253 0.0% 0.0% 204 +110 9.14% Q4 2025 Feb 06, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 1,309 252 0.04% 0.04% 205 -76 -5.49% Q4 2025 Jan 22, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History New 1,300 250 0.0% 206 +1,300 New Q4 2025 Feb 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 1,280 247 0.01% 0.01% 207 0 0.0% Q4 2025 Feb 03, 2026
Ensign Peak Advisors, Inc History Reduced 1,253 241 0.0% 0.0% 208 -1,800 -58.96% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 1,246 240 0.0% 0.0% 209 +11 0.89% Q4 2025 Jan 26, 2026
GSA CAPITAL PARTNERS LLP History New 1,238 239 0.02% 210 +1,238 New Q4 2025 Feb 06, 2026
NICOLET ADVISORY SERVICES, LLC History New 1,170 235 0.02% 211 +1,170 New Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 1,216 234 0.0% 0.0% 212 -60 -4.7% Q4 2025 Feb 13, 2026
WEALTH ALLIANCE, LLC History New 1,212 233 0.02% 213 +1,212 New Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 1,189 229 0.01% 0.01% 214 -72 -5.71% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Reduced 1,177 227 0.0% 0.0% 215 -41,893 -97.27% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History New 1,180 227 0.01% 216 +1,180 New Q4 2025 Feb 17, 2026
XPONANCE LLC History New 1,163 224 0.0% 217 +1,163 New Q4 2025 Feb 12, 2026
Jain Global LLC History New 1,156 222 0.0% 218 +1,156 New Q4 2025 Feb 17, 2026
Farringdon Capital, Ltd. History New 1,109 213 0.05% 219 +1,109 New Q4 2025 Feb 17, 2026
State of Wyoming History Added to 1,067 205 0.02% 0.01% 220 +284 36.27% Q4 2025 Feb 11, 2026
Curat Global, LLC History No change 1,033 199 0.22% 0.16% 221 0 0.0% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 965 186 0.0% 0.0% 222 -2,278 -70.24% Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Added to 852 164 0.0% 0.0% 223 +13 1.55% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 844 162 0.0% 0.0% 224 -201 -19.23% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Reduced 777 149 0.0% 0.01% 225 -3,845 -83.19% Q4 2025 Feb 13, 2026
Covestor Ltd History Added to 768 148 0.08% 0.06% 226 +81 11.79% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 750 144 0.0% 0.0% 227 +482 179.85% Q4 2025 Feb 13, 2026
SUMMIT SECURITIES GROUP LLC History New 700 135 0.02% 228 +700 New Q4 2025 Feb 17, 2026
Orion Capital Management LLC History No change 607 117 0.04% 0.04% 229 0 0.0% Q4 2025 Feb 03, 2026
KBC Group NV History No change 567 109 0.0% 0.0% 230 0 0.0% Q4 2025 Jan 26, 2026
Atlantic Union Bankshares Corp History No change 557 107 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 04, 2026
Kestra Advisory Services, LLC History New 540 104 0.0% 232 +540 New Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 515 99 0.0% 233 +515 New Q4 2025 Jan 14, 2026
Bayforest Capital Ltd History New 506 97 0.07% 234 +506 New Q4 2025 Jan 27, 2026
Smartleaf Asset Management LLC History Reduced 495 96 0.0% 0.01% 236 -142 -22.29% Q4 2025 Feb 13, 2026
EASTERN BANK History No change 499 96 0.0% 0.0% 235 0 0.0% Q4 2025 Jan 14, 2026
Pinnacle Wealth Planning Services, Inc. History New 431 83 0.01% 237 +431 New Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Added to 400 77 0.0% 0.0% 238 +13 3.36% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Added to 367 70 0.0% 0.0% 239 +248 208.4% Q4 2025 Jan 05, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 344 66 0.0% 0.0% 240 -113 -24.73% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 306 59 0.0% 0.0% 241 -111 -26.62% Q4 2025 Feb 17, 2026
STRS OHIO History Reduced 300 57 0.0% 0.0% 242 -5,000 -94.34% Q4 2025 Feb 02, 2026
DANSKE BANK A/S History No change 200 38 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 02, 2026
Independence Bank of Kentucky History No change 200 38 0.0% 0.0% 244 0 0.0% Q4 2025 Jan 20, 2026
FIFTH THIRD BANCORP History Reduced 179 34 0.0% 0.0% 245 -52 -22.51% Q4 2025 Feb 02, 2026
Advisors Asset Management, Inc. History Reduced 169 32 0.0% 0.0% 246 -3 -1.74% Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History Added to 157 30 0.0% 0.0% 247 +97 161.67% Q4 2025 Jan 08, 2026
Modus Advisors, LLC History New 144 27 0.01% 248 +144 New Q4 2025 Feb 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 140 27 0.0% 0.0% 249 0 0.0% Q4 2025 Jan 08, 2026
CBIZ Investment Advisory Services, LLC History Reduced 124 23 0.0% 0.0% 250 -1 -0.8% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Reduced 110 21 0.0% 0.0% 253 -158 -58.96% Q4 2025 Feb 06, 2026
SIMPLEX TRADING, LLC History New 111 21 0.0% 252 +111 New Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 110 21 0.0% 0.0% 251 0 0.0% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 108 20 0.0% 0.0% 254 -1 -0.92% Q4 2025 Jan 07, 2026
Salomon & Ludwin, LLC History Reduced 105 20 0.0% 0.0% 255 -1 -0.94% Q4 2025 Jan 28, 2026
FNY Investment Advisers, LLC History New 100 19 0.01% 256 +100 New Q4 2025 Jan 16, 2026
Centerpoint Advisors, LLC History No change 93 18 0.01% 0.0% 257 0 0.0% Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History Reduced 79 16 0.0% 0.01% 259 -138 -63.59% Q4 2025 Feb 02, 2026
Allworth Financial LP History New 84 16 0.0% 258 +84 New Q4 2025 Feb 05, 2026
FIRST HORIZON CORP History No change 81 15 0.0% 0.0% 260 0 0.0% Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History No change 79 15 0.0% 0.0% 261 0 0.0% Q4 2025 Jan 26, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 73 14 0.0% 0.0% 262 -150 -67.26% Q4 2025 Feb 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 86 13 0.0% 264 +86 New Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Added to 70 13 0.0% 0.0% 263 +20 40.0% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 62 12 0.0% 0.0% 265 0 0.0% Q4 2025 Jan 26, 2026
Bell Investment Advisors, Inc History No change 66 12 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 24, 2026
Root Financial Partners, LLC History Added to 54 10 0.0% 0.0% 268 +7 14.89% Q4 2025 Feb 10, 2026
BNP Paribas Asset Management Holding S.A. History Added to 52 10 0.0% 0.0% 267 +4 8.33% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 47 9 0.0% 0.0% 269 +40 571.43% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 48 9 0.0% 0.0% 270 -30 -38.46% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 37 7 0.0% 0.0% 271 +31 516.67% Q4 2025 Jan 23, 2026
Steward Partners Investment Advisory, LLC History Reduced 32 6 0.0% 0.0% 273 -69 -68.32% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 35 6 0.0% 0.0% 272 -1 -2.78% Q4 2025 Feb 10, 2026
Physician Wealth Advisors, Inc. History No change 26 5 0.0% 0.0% 274 0 0.0% Q4 2025 Jan 29, 2026
ENTRUST FINANCIAL LLC History New 24 4 0.0% 278 +24 New Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History New 21 4 0.0% 277 +21 New Q4 2025 Jan 21, 2026
IFP Advisors, Inc History Reduced 23 4 0.0% 0.0% 276 -20 -46.51% Q4 2025 Feb 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 22 4 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 03, 2026
Blue Trust, Inc. History Reduced 17 3 0.0% 0.0% 279 -303 -94.69% Q4 2025 Jan 16, 2026
Bare Financial Services, Inc History Reduced 17 3 0.0% 0.0% 280 -11 -39.29% Q4 2025 Feb 06, 2026
Retirement Wealth Solutions LLC History Added to 16 3 0.0% 0.0% 281 +9 128.57% Q4 2025 Jan 07, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 11 2 0.0% 0.0% 282 -325 -96.73% Q4 2025 Feb 12, 2026
Optiver Holding B.V. History Reduced 15 2 0.0% 0.0% 285 -44 -74.58% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 15 2 0.0% 0.0% 284 -23 -60.53% Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History New 11 2 0.0% 283 +11 New Q4 2025 Jan 14, 2026
WPG Advisers, LLC History Reduced 13 2 0.0% 0.0% 287 -6 -31.58% Q4 2025 Jan 28, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 13 2 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Reduced 6 1 0.0% 0.0% 291 -37 -86.05% Q4 2025 Feb 13, 2026
Private Wealth Management Group, LLC History Reduced 10 1 0.0% 0.0% 296 -12 -54.55% Q4 2025 Jan 23, 2026
SouthState Bank Corp History New 10 1 0.0% 288 +10 New Q4 2025 Feb 11, 2026
ASSETMARK, INC History Reduced 10 1 0.0% 0.0% 290 -10 -50.0% Q4 2025 Jan 23, 2026
Wealth Preservation Advisors, LLC History New 9 1 0.0% 295 +9 New Q4 2025 Feb 23, 2026
Kilter Group LLC History New 9 1 0.0% 297 +9 New Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History New 7 1 0.0% 292 +7 New Q4 2025 Jan 20, 2026
Keating Financial Advisory Services, Inc. History New 7 1 0.0% 298 +7 New Q4 2025 Feb 09, 2026
SBI Securities Co., Ltd. History New 6 1 0.0% 294 +6 New Q4 2025 Feb 03, 2026
CX Institutional History New 3 1 0.0% 293 +3 New Q4 2025 Feb 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 9 1 0.0% 0.0% 289 -1 -10.0% Q4 2025 Feb 03, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 0.14% -242,540 -100.0% Q3 2025 Nov 13, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.04% -204,904 -100.0% Q3 2025 Nov 13, 2025
Man Group plc History Closed out 0 0 0.02% -63,850 -100.0% Q3 2025 Nov 14, 2025
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.01% -54,174 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 26.6% -34,274 -100.0% Q3 2025 Dec 09, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.13% -26,685 -100.0% Q3 2025 Nov 12, 2025
CHILTON INVESTMENT CO INC. History Closed out 0 0 0.07% -21,750 -100.0% Q3 2025 Nov 14, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.02% -21,083 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 0.01% -12,012 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -11,767 -100.0% Q3 2025 Nov 14, 2025
Numerai GP LLC History Closed out 0 0 0.27% -11,595 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.02% -10,068 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.04% -9,551 -100.0% Q3 2025 Nov 12, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.02% -4,882 -100.0% Q3 2025 Oct 31, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -3,550 -100.0% Q3 2025 Nov 14, 2025
Semanteon Capital Management, LP History Closed out 0 0 0.71% -3,378 -100.0% Q3 2025 Nov 10, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -2,700 -100.0% Q3 2025 Nov 14, 2025
KEYBANK NATIONAL ASSOCIATION/OH History Closed out 0 0 0.0% -2,576 -100.0% Q3 2025 Nov 04, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.01% -2,397 -100.0% Q3 2025 Nov 14, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.04% -2,012 -100.0% Q3 2025 Nov 14, 2025
Bridgewater Associates, LP History Closed out 0 0 0.0% -1,626 -100.0% Q3 2025 Nov 13, 2025
Entropy Technologies, LP History Closed out 0 0 0.02% -1,600 -100.0% Q3 2025 Nov 13, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.1% -1,559 -100.0% Q3 2025 Nov 13, 2025
Bragg Financial Advisors, Inc History Closed out 0 0 0.01% -1,555 -100.0% Q3 2025 Nov 13, 2025
Aristides Capital LLC History Closed out 0 0 0.04% -1,548 -100.0% Q3 2025 Nov 13, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -1,346 -100.0% Q3 2025 Nov 14, 2025
R Squared Ltd History Closed out 0 0 0.09% -1,283 -100.0% Q3 2025 Nov 12, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.03% -1,237 -100.0% Q3 2025 Nov 14, 2025
CHOREO, LLC History Closed out 0 0 0.0% -1,222 -100.0% Q3 2025 Nov 12, 2025
BAILARD, INC. History Closed out 0 0 0.0% -1,200 -100.0% Q3 2025 Oct 30, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -737 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -341 -100.0% Q3 2025 Nov 18, 2025
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -69 -100.0% Q3 2025 Nov 03, 2025
AMERIFLEX GROUP, INC. History Closed out 0 0 0.0% -52 -100.0% Q3 2025 Nov 12, 2025
LRI Investments, LLC History Closed out 0 0 0.0% -49 -100.0% Q3 2025 Nov 03, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -48 -100.0% Q3 2025 Oct 08, 2025
Clearstead Advisors, LLC History Closed out 0 0 0.0% -36 -100.0% Q3 2025 Nov 10, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 5 0 0.0% -34 -87.18% Q4 2025 Feb 10, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -19 -100.0% Q3 2025 Nov 14, 2025
Quarry LP History Reduced 4 0 0.0% -17 -80.95% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -14 -100.0% Q3 2025 Nov 06, 2025
HM PAYSON & CO History Closed out 0 0 0.0% -9 -100.0% Q3 2025 Oct 17, 2025
MidFirst Bank History New 5 0 +5 New Q4 2025 Feb 25, 2026
Signature Equity Partners, LLC History New 5 0 +5 New Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History New 4 0 +4 New Q4 2025 Jan 29, 2026
True Wealth Design, LLC History Reduced 2 0 0.0% -4 -66.67% Q4 2025 Jan 08, 2026
Godfrey Financial Associates, Inc. History New 4 0 +4 New Q4 2025 Feb 10, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -4 -100.0% Q3 2025 Nov 19, 2025
Quest 10 Wealth Builders, Inc. History Closed out 0 0 -4 -100.0% Q3 2025 Oct 20, 2025
Ankerstar Wealth, LLC History New 3 0 +3 New Q4 2025 Feb 12, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 13, 2025
CVA Family Office, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 30, 2025
Cloud Capital Management, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 03, 2025
Fortitude Family Office, LLC History Reduced 3 0 -2 -40.0% Q4 2025 Jan 15, 2026
DiNuzzo Private Wealth, Inc. History Reduced 3 0 -2 -40.0% Q4 2025 Jan 16, 2026
SJS Investment Consulting Inc. History Reduced 1 0 -1 -50.0% Q4 2025 Jan 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
HFM Investment Advisors, LLC History Added to 2 0 +1 100.0% Q4 2025 Feb 05, 2026
Bay Harbor Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Feb 02, 2026
Abound Wealth Management History No change 1 0 0 0.0% Q4 2025 Jan 12, 2026
Rialto Wealth Management, LLC History No change 2 0 0 0.0% Q4 2025 Jan 12, 2026