MARRIOTT VACATIONS WORLDWIDE Corp - VAC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 4,189,002 241,663 0.0% 0.0% 1 +650,557 18.39% Q4 2025 Feb 12, 2026
Impactive Capital LP History Added to 4,129,984 238,258 15.17% 12.95% 2 +84,000 2.08% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 3,392,787 195,729 0.0% 0.0% 3 +234,105 7.41% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,789,961 103,264 0.02% 0.03% 4 -160,348 -8.22% Q4 2025 Feb 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 1,725,533 99,545 0.34% 0.42% 5 -112,889 -6.14% Q4 2025 Feb 18, 2026
Senvest Management, LLC History Reduced 1,188,487 68,563 2.12% 4.08% 6 -721,492 -37.77% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 1,148,388 67,164 0.0% 0.0% 7 +18,690 1.65% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 1,161,395 67,000 0.2% 0.21% 8 +126,291 12.2% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 862,421 49,753 0.01% 0.01% 9 +2,334 0.27% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Added to 849,696 49,018 0.01% 0.0% 10 +771,084 980.87% Q4 2025 Feb 17, 2026
Ananym Capital Management, LP History Added to 736,947 42,514 17.48% 18.77% 11 +3,200 0.44% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 661,829 38,187 0.0% 0.0% 12 -29,275 -4.24% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 567,959 32,765 0.0% 0.0% 13 +250,649 78.99% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 503,056 29,021 0.02% 0.03% 14 -162,926 -24.46% Q4 2025 Feb 13, 2026
DEPRINCE RACE & ZOLLO INC History Added to 497,423 28,696 0.55% 0.57% 15 +67,784 15.78% Q4 2025 Jan 23, 2026
Quantinno Capital Management LP History Added to 422,030 24,346 0.05% 0.03% 16 +269,318 176.36% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 399,668 23,056 0.0% 0.0% 17 +117,030 41.41% Q4 2025 Mar 25, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History Added to 382,869 22,087 1.02% 1.01% 18 +50,148 15.07% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 356,579 20,571 0.0% 0.0% 19 +44,159 14.13% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 351,552 20,281 0.01% 0.01% 20 +215,202 157.83% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 342,306 19,747 0.0% 0.0% 21 -71,066 -17.19% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 340,466 19,641 0.02% 0.03% 22 +52,714 18.32% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 316,086 18,236 0.01% 0.04% 23 -575,263 -64.54% Q4 2025 Feb 19, 2026
Invesco Ltd. History Added to 298,015 17,192 0.0% 0.0% 24 +106,702 55.77% Q4 2025 Feb 19, 2026
Schonfeld Strategic Advisors LLC History New 218,975 12,632 0.06% 25 +218,975 New Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 212,192 12,241 0.26% 0.25% 26 +37,293 21.32% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History Added to 204,657 11,807 0.03% 0.03% 27 +15,025 7.92% Q4 2025 Feb 06, 2026
LANDMARK INVESTMENT PARTNERS, L.P. History New 198,400 11,445 5.35% 28 +198,400 New Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 197,989 11,421 0.01% 0.03% 29 -507,640 -71.94% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 184,135 10,622 0.0% 0.01% 30 -235,017 -56.07% Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 178,798 10,316 0.04% 31 +178,798 New Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 177,552 10,242 0.0% 0.0% 32 -110,074 -38.27% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 140,163 8,086 0.0% 0.0% 33 +918 0.66% Q4 2025 Feb 11, 2026
Empowered Funds, LLC History Reduced 137,224 7,916 0.13% 0.1% 34 -17,073 -11.07% Q4 2025 Feb 18, 2026
Savant Capital, LLC History Added to 132,810 7,661 0.04% 0.05% 35 +1,371 1.04% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 131,982 7,614 0.0% 0.0% 36 +69,536 111.35% Q4 2025 Feb 02, 2026
DEUTSCHE BANK AG\ History Added to 102,347 5,904 0.0% 0.0% 37 +813 0.8% Q4 2025 Feb 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 95,800 5,526 0.02% 38 +95,800 New Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 87,849 5,068 0.0% 0.0% 39 -16,660 -15.94% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 85,563 4,936 0.0% 0.01% 40 -14,588 -14.57% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 84,800 4,892 0.01% 0.01% 41 -67,300 -44.25% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 82,121 4,737 0.0% 0.0% 42 +14,970 22.29% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 76,342 4,404 0.0% 0.01% 43 +5,796 8.22% Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History New 75,174 4,336 0.13% 44 +75,174 New Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 74,407 4,292 0.0% 0.01% 45 -424,609 -85.09% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 73,939 4,265 0.0% 0.0% 46 +28,613 63.13% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 73,420 4,235 0.0% 0.0% 47 +6,473 9.67% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 72,769 4,200 0.0% 0.0% 48 +24,009 49.24% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 70,244 4,052 0.01% 0.0% 49 +55,407 373.44% Q4 2025 Feb 10, 2026
Nuveen, LLC History Reduced 69,208 3,992 0.0% 0.0% 50 -5,351 -7.18% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Added to 66,049 3,810 0.01% 0.01% 51 +28,583 76.29% Q4 2025 Feb 13, 2026
Ruffer LLP History New 58,907 3,403 0.15% 52 +58,907 New Q4 2025 Jan 28, 2026
Swiss National Bank History Added to 58,036 3,348 0.0% 0.0% 53 +1,100 1.93% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Reduced 55,596 3,207 0.0% 0.0% 54 -49,452 -47.08% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 52,139 3,007 0.0% 0.0% 55 +24,306 87.33% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 50,593 2,918 0.0% 0.0% 56 +29,300 137.6% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History New 50,390 2,906 0.06% 57 +50,390 New Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 50,235 2,898 0.0% 0.0% 58 +28,888 135.33% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 49,708 2,867 0.0% 0.0% 59 +49,380 15054.88% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 48,878 2,819 0.0% 0.0% 60 -18,025 -26.94% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 47,662 2,749 0.0% 0.01% 61 -41,960 -46.82% Q4 2025 Feb 11, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 46,686 2,693 0.05% 0.05% 62 +355 0.77% Q4 2025 Jan 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 43,443 2,506 0.01% 0.01% 63 +13,300 44.12% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 43,039 2,482 0.0% 0.0% 64 +37,139 629.47% Q4 2025 Feb 17, 2026
BAMCO INC /NY/ History No change 41,800 2,411 0.01% 0.01% 65 0 0.0% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 39,499 2,279 0.18% 0.16% 66 +7,922 25.09% Q4 2025 Jan 20, 2026
Bridgewater Associates, LP History Reduced 37,118 2,141 0.01% 0.01% 67 -65 -0.17% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 36,761 2,121 0.0% 0.0% 68 +721 2.0% Q4 2025 Jan 30, 2026
COMERICA BANK History Added to 35,591 2,053 0.01% 0.01% 69 +5,928 19.98% Q4 2025 Jan 29, 2026
ExodusPoint Capital Management, LP History New 34,786 2,006 0.02% 70 +34,786 New Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Added to 32,105 1,852 0.04% 0.03% 71 +9,555 42.37% Q4 2025 Feb 17, 2026
Range Financial Group LLC History Added to 30,849 1,779 0.62% 0.47% 72 +11,449 59.02% Q4 2025 Jan 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 30,659 1,768 0.0% 0.0% 73 -23,433 -43.32% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Added to 30,539 1,762 0.0% 0.0% 74 +3,754 14.02% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Reduced 29,059 1,676 0.03% 0.12% 75 -76,273 -72.41% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 28,213 1,628 0.0% 0.0% 76 -801 -2.76% Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Added to 27,748 1,623 0.03% 0.01% 77 +21,535 346.61% Q4 2025 Feb 06, 2026
Pallas Capital Advisors LLC History Added to 27,606 1,592 0.05% 0.07% 78 +991 3.72% Q4 2025 Jan 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 27,402 1,580 0.0% 0.0% 79 -229 -0.83% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 26,202 1,511 0.0% 0.0% 80 +13,696 109.52% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Reduced 25,400 1,465 0.0% 0.0% 81 -60,635 -70.48% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 24,594 1,418 0.0% 0.0% 82 +1,886 8.31% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 24,273 1,400 0.0% 0.0% 83 -3,040 -11.13% Q4 2025 Feb 18, 2026
Quinn Opportunity Partners LLC History Reduced 23,564 1,359 0.06% 0.18% 84 -15,436 -39.58% Q4 2025 Feb 13, 2026
Holocene Advisors, LP History Added to 22,598 1,303 0.0% 0.0% 86 +6,196 37.78% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 22,600 1,303 0.0% 0.0% 85 +5,950 35.74% Q4 2025 Feb 13, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 22,000 1,269 0.12% 0.15% 87 0 0.0% Q4 2025 Feb 06, 2026
IMC-Chicago, LLC History New 21,900 1,263 0.0% 88 +21,900 New Q4 2025 Jan 29, 2026
Summit Trail Advisors, LLC History Added to 21,246 1,239 0.02% 0.01% 89 +7,649 56.26% Q4 2025 Feb 17, 2026
Family Office Research LLC History No change 18,984 1,102 0.45% 0.55% 90 0 0.0% Q4 2025 Feb 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 19,028 1,098 0.0% 0.0% 91 +12,668 199.18% Q4 2025 Feb 05, 2026
Mork Capital Management, LLC History New 18,830 1,086 0.66% 92 +18,830 New Q4 2025 Feb 17, 2026
SHAYNE & JACOBS, LLC History Reduced 18,227 1,051 0.32% 0.38% 93 -460 -2.46% Q4 2025 Jan 27, 2026
Aquatic Capital Management LLC History Reduced 18,173 1,048 0.03% 0.04% 94 -16,147 -47.05% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History New 116,924 960 0.0% 95 +116,924 New Q4 2025 Mar 09, 2026
CIBC WORLD MARKET INC. History Reduced 16,635 959 0.0% 0.0% 96 -12,540 -42.98% Q4 2025 Feb 10, 2026
MetLife Investment Management, LLC History Reduced 16,264 938 0.0% 0.01% 97 -13,766 -45.84% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Added to 16,011 923 0.01% 0.0% 98 +11,069 223.98% Q4 2025 Jan 23, 2026
Walleye Capital LLC History Added to 15,734 907 0.0% 0.0% 99 +5,286 50.59% Q4 2025 Feb 13, 2026
SHERMAN PORFOLIOS, LLC History New 15,574 898 0.06% 100 +15,574 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 15,324 884 0.0% 0.0% 101 -4,787 -23.8% Q4 2025 Jan 09, 2026
TWO SIGMA ADVISERS, LP History New 15,227 878 0.0% 102 +15,227 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 15,176 875 0.0% 0.0% 103 +11,832 353.83% Q4 2025 Feb 13, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 14,510 837 0.06% 104 +14,510 New Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 14,193 818 0.0% 105 +14,193 New Q4 2025 Feb 13, 2026
Creative Planning History Added to 13,898 801 0.0% 0.0% 106 +63 0.46% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 13,729 792 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 13,598 784 0.0% 0.0% 108 -8,689 -38.99% Q4 2025 Feb 13, 2026
Cullen Capital Management, LLC History Reduced 13,087 754 0.01% 0.01% 109 -1,007 -7.14% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 12,965 747 0.0% 0.0% 110 +16 0.12% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 12,700 732 0.01% 0.01% 111 +5,000 64.94% Q4 2025 Jan 16, 2026
Kingsview Wealth Management, LLC History New 12,331 711 0.01% 112 +12,331 New Q4 2025 Feb 09, 2026
DENALI ADVISORS LLC History New 12,300 709 0.08% 113 +12,300 New Q4 2025 Feb 03, 2026
Handelsbanken Fonder AB History Added to 11,977 691 0.0% 0.0% 114 +500 4.36% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 11,739 686 0.02% 0.01% 115 +5,510 88.46% Q4 2025 Jan 27, 2026
Investors Research Corp History Reduced 11,875 685 0.13% 0.21% 116 -5,075 -29.94% Q4 2025 Jan 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 10,925 683 0.0% 0.0% 117 +4,099 60.05% Q4 2025 Jan 08, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 11,100 640 0.01% 118 +11,100 New Q4 2025 Feb 02, 2026
FMR LLC History Reduced 10,234 590 0.0% 0.0% 119 -21,581 -67.83% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 10,200 588 0.0% 0.0% 120 -100 -0.97% Q4 2025 Feb 12, 2026
EntryPoint Capital, LLC History Added to 10,129 584 0.23% 0.13% 121 +4,952 95.65% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History New 10,027 578 0.0% 122 +10,027 New Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 9,717 560 0.01% 0.01% 123 -1,303 -11.82% Q4 2025 Feb 10, 2026
WBI INVESTMENTS, LLC History Added to 8,994 518 0.14% 0.14% 124 +545 6.45% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 8,905 513 0.0% 0.0% 125 +938 11.77% Q4 2025 Feb 11, 2026
Entropy Technologies, LP History Added to 8,812 508 0.03% 0.03% 126 +3,024 52.25% Q4 2025 Feb 13, 2026
Inscription Capital, LLC History New 8,759 505 0.05% 127 +8,759 New Q4 2025 Jan 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 8,534 491 0.01% 0.01% 128 -1,231 -12.61% Q4 2025 Jan 21, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 8,312 487 0.0% 0.0% 129 -3,209 -27.85% Q4 2025 Jan 15, 2026
Brevan Howard Capital Management LP History Reduced 8,205 473 0.01% 0.0% 130 -3,804 -31.68% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 8,177 471 0.0% 0.0% 131 -509 -5.86% Q4 2025 Jan 28, 2026
AMALGAMATED BANK History Reduced 8,054 465 0.0% 0.01% 132 -4,099 -33.73% Q4 2025 Feb 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 7,724 445 0.0% 0.0% 133 0 0.0% Q4 2025 Jan 27, 2026
Optimize Financial Inc History Added to 7,663 442 0.22% 0.26% 134 +108 1.43% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 7,598 438 0.0% 0.0% 135 +5,880 342.26% Q4 2025 Jan 26, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 7,390 426 0.0% 0.0% 136 -582 -7.3% Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History New 6,978 402 0.02% 137 +6,978 New Q4 2025 Jan 21, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 6,917 399 0.0% 0.01% 138 -6,152 -47.07% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 6,855 395 0.0% 0.0% 139 -249 -3.51% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 6,821 393 0.0% 140 +6,821 New Q4 2025 Feb 17, 2026
Verity Asset Management, Inc. History Added to 6,748 389 0.17% 0.13% 141 +601 9.78% Q4 2025 Jan 30, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 6,748 389 0.0% 0.0% 142 0 0.0% Q4 2025 Jan 28, 2026
KLP KAPITALFORVALTNING AS History No change 6,400 373 0.0% 0.0% 143 0 0.0% Q4 2025 Jan 28, 2026
Edgestream Partners, L.P. History New 6,434 371 0.01% 144 +6,434 New Q4 2025 Feb 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 6,300 363 0.0% 0.0% 145 +711 12.72% Q4 2025 Feb 04, 2026
Chicago Partners Investment Group LLC History New 6,252 359 0.01% 146 +6,252 New Q4 2025 Jan 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 6,072 350 0.0% 0.0% 147 +2,667 78.33% Q4 2025 Feb 18, 2026
State of Tennessee, Department of Treasury History Reduced 6,310 342 0.0% 0.0% 148 -4,389 -41.02% Q4 2025 Feb 18, 2026
B. Riley Wealth Advisors, Inc. History Reduced 5,616 323 0.01% 0.02% 149 -1 -0.02% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 5,505 317 0.0% 0.0% 150 +2,488 82.47% Q4 2025 Jan 30, 2026
ProShare Advisors LLC History Reduced 5,422 312 0.0% 0.0% 151 -523 -8.8% Q4 2025 Feb 06, 2026
SYON CAPITAL LLC History New 5,354 308 0.02% 152 +5,354 New Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 5,148 297 0.0% 0.0% 153 +950 22.63% Q4 2025 Feb 05, 2026
CHOREO, LLC History Reduced 4,976 290 0.0% 0.0% 154 -69 -1.37% Q4 2025 Jan 23, 2026
Tempus Wealth Planning, LLC History New 5,027 289 0.07% 156 +5,027 New Q4 2025 Jan 16, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 5,015 289 0.0% 0.0% 155 0 0.0% Q4 2025 Feb 12, 2026
Dynamic Technology Lab Private Ltd History Reduced 4,821 278 0.06% 0.22% 157 -14,469 -75.01% Q4 2025 Feb 13, 2026
Cassaday & Co Wealth Management LLC History Reduced 4,711 271 0.01% 0.01% 158 -3,477 -42.46% Q4 2025 Feb 03, 2026
Pictet Asset Management Holding SA History Added to 4,512 260 0.0% 0.0% 159 +605 15.49% Q4 2025 Jan 29, 2026
Mariner, LLC History New 4,446 256 0.0% 160 +4,446 New Q4 2025 Feb 13, 2026
Atom Investors LP History Reduced 4,320 249 0.02% 0.02% 161 -618 -12.52% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History New 4,222 243 0.0% 162 +4,222 New Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Reduced 4,140 238 0.0% 0.0% 163 -1,217 -22.72% Q4 2025 Feb 12, 2026
Diversified Trust Co History Added to 4,077 235 0.0% 0.01% 164 +234 6.09% Q4 2025 Jan 09, 2026
FRANKLIN RESOURCES INC History New 4,049 233 0.0% 165 +4,049 New Q4 2025 Feb 11, 2026
Maryland State Retirement & Pension System History New 4,017 231 0.0% 166 +4,017 New Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History New 3,975 229 0.0% 167 +3,975 New Q4 2025 Feb 11, 2026
Baker Avenue Asset Management, LP History New 3,874 223 0.01% 169 +3,874 New Q4 2025 Feb 10, 2026
Texas Yale Capital Corp. History No change 3,881 223 0.01% 0.01% 168 0 0.0% Q4 2025 Feb 10, 2026
Ensign Peak Advisors, Inc History Reduced 3,853 222 0.0% 0.0% 170 -10,950 -73.97% Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 3,834 221 0.0% 0.0% 171 +568 17.39% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 3,829 220 0.0% 0.0% 172 -10,515 -73.31% Q4 2025 Mar 20, 2026
M&T BANK CORP History New 3,789 218 0.0% 173 +3,789 New Q4 2025 Jan 30, 2026
Graham Capital Management, L.P. History Reduced 3,631 209 0.01% 0.01% 174 -3,600 -49.79% Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History New 3,610 208 0.0% 175 +3,610 New Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 3,478 200 0.0% 0.0% 176 -10,111 -74.41% Q4 2025 Feb 13, 2026
Covestor Ltd History Added to 3,268 189 0.1% 0.08% 177 +1,119 52.07% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,059 176 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History No change 3,019 174 0.0% 0.0% 179 0 0.0% Q4 2025 Feb 04, 2026
US BANCORP \DE\ History Reduced 2,571 148 0.0% 0.0% 180 -765 -22.93% Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History Reduced 2,329 134 0.0% 0.02% 181 -5,189 -69.02% Q4 2025 Feb 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,108 122 0.0% 0.0% 182 +1,106 110.38% Q4 2025 Feb 09, 2026
Advisors Asset Management, Inc. History New 2,098 121 0.0% 183 +2,098 New Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,080 119 0.0% 0.0% 184 -1,012 -32.73% Q4 2025 Feb 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,977 114 0.01% 0.01% 185 0 0.0% Q4 2025 Jan 07, 2026
Versant Capital Management, Inc History Added to 1,889 108 0.01% 0.01% 186 +789 71.73% Q4 2025 Jan 08, 2026
Tower Research Capital LLC (TRC) History Reduced 1,757 101 0.0% 0.01% 187 -1,184 -40.26% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 1,622 93 0.0% 0.0% 188 -308 -15.96% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 1,332 77 0.0% 0.0% 189 -523 -28.19% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History No change 1,320 76 0.0% 0.0% 190 0 0.0% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 1,115 64 0.0% 0.0% 192 +63 5.99% Q4 2025 Jan 05, 2026
MAI Capital Management History Added to 1,112 64 0.0% 0.0% 191 +5 0.45% Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 1,093 63 0.0% 0.0% 193 -242 -18.13% Q4 2025 Jan 14, 2026
Rockefeller Capital Management L.P. History Added to 1,085 62 0.0% 0.0% 194 +367 51.11% Q4 2025 Mar 16, 2026
KBC Group NV History No change 1,066 61 0.0% 0.0% 195 0 0.0% Q4 2025 Jan 26, 2026
SJS Investment Consulting Inc. History Added to 901 51 0.01% 196 +895 14916.67% Q4 2025 Jan 21, 2026
Parallel Advisors, LLC History Reduced 699 40 0.0% 0.0% 197 -587 -45.65% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History New 644 37 0.0% 198 +644 New Q4 2025 Feb 13, 2026
Leonteq Securities AG History New 607 35 0.0% 199 +607 New Q4 2025 Feb 06, 2026
Blue Trust, Inc. History Reduced 616 35 0.0% 0.0% 200 -334 -35.16% Q4 2025 Jan 16, 2026
Compagnie Lombard Odier SCmA History No change 600 34 0.0% 0.0% 201 0 0.0% Q4 2025 Jan 16, 2026
IFP Advisors, Inc History Reduced 556 32 0.0% 0.0% 202 -27 -4.63% Q4 2025 Feb 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 554 31 0.01% 0.01% 203 0 0.0% Q4 2025 Jan 23, 2026
EMC Capital Management History Reduced 471 27 0.01% 0.02% 204 -83 -14.98% Q4 2025 Mar 09, 2026
Farther Finance Advisors, LLC History Added to 464 26 0.0% 0.0% 205 +119 34.49% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 441 25 0.0% 0.0% 206 -133 -23.17% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 428 24 0.0% 208 +428 New Q4 2025 Feb 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 430 24 0.0% 0.0% 207 0 0.0% Q4 2025 Feb 10, 2026
EverSource Wealth Advisors, LLC History Added to 404 23 0.0% 0.0% 209 +263 186.52% Q4 2025 Feb 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 394 23 0.0% 0.0% 210 0 0.0% Q4 2025 Jan 22, 2026
CIBC Private Wealth Group LLC History Reduced 390 22 0.0% 0.0% 211 -645 -62.32% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History Added to 378 21 0.0% 0.0% 212 +25 7.08% Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 338 19 0.01% 0.0% 213 +291 619.15% Q4 2025 Jan 08, 2026
Beacon Financial Strategies CORP History New 322 18 0.01% 215 +322 New Q4 2025 Jan 12, 2026
PFS Partners, LLC History Added to 329 18 0.01% 0.01% 214 +4 1.23% Q4 2025 Jan 16, 2026
AlphaQuest LLC History Reduced 302 17 0.0% 0.01% 218 -1,375 -81.99% Q4 2025 Feb 09, 2026
DV Trading LLC History New 302 17 0.0% 217 +302 New Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History New 300 17 0.0% 216 +300 New Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 287 16 0.0% 0.0% 219 +56 24.24% Q4 2025 Feb 10, 2026
SHP Wealth Management History New 256 14 0.0% 220 +256 New Q4 2025 Mar 04, 2026
LRI Investments, LLC History No change 244 14 0.0% 0.0% 221 0 0.0% Q4 2025 Feb 04, 2026
TD Waterhouse Canada Inc. History No change 242 13 0.0% 0.0% 222 0 0.0% Q4 2025 Jan 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 225 12 0.0% 223 +225 New Q4 2025 Jan 21, 2026
Kohmann Bosshard Financial Services, LLC History New 222 12 0.0% 224 +222 New Q4 2025 Jan 30, 2026
Steigerwald, Gordon & Koch Inc. History Added to 220 12 0.0% 0.0% 225 +75 51.72% Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History New 193 11 0.0% 227 +193 New Q4 2025 Jan 28, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 200 11 0.0% 0.0% 226 0 0.0% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 190 10 0.0% 0.0% 231 -316 -62.45% Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History Reduced 189 10 0.0% 0.01% 232 -189 -50.0% Q4 2025 Jan 22, 2026
FIFTH THIRD BANCORP History Reduced 187 10 0.0% 0.0% 228 -172 -47.91% Q4 2025 Feb 02, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 155 10 0.0% 230 +155 New Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Added to 185 10 0.0% 0.0% 233 +85 85.0% Q4 2025 Feb 03, 2026
ST GERMAIN D J CO INC History No change 186 10 0.0% 0.0% 229 0 0.0% Q4 2025 Jan 29, 2026
SageView Advisory Group, LLC History New 170 9 0.0% 234 +170 New Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Reduced 148 8 0.0% 0.0% 236 -535 -78.33% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Reduced 140 8 0.0% 0.0% 237 -162 -53.64% Q4 2025 Jan 20, 2026
NBC SECURITIES, INC. History No change 143 8 0.0% 0.0% 235 0 0.0% Q4 2025 Jan 29, 2026
HUNTINGTON NATIONAL BANK History Reduced 123 7 0.0% 0.0% 238 -44 -26.35% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 127 7 0.0% 0.0% 240 +37 41.11% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History Reduced 122 7 0.0% 0.0% 239 -25 -17.01% Q4 2025 Feb 05, 2026
Archer Investment Corp History No change 134 7 0.0% 0.0% 241 0 0.0% Q4 2025 Jan 30, 2026
Laurel Wealth Advisors LLC History New 115 6 0.0% 243 +115 New Q4 2025 Jan 30, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 119 6 0.0% 0.0% 242 +10 9.17% Q4 2025 Feb 23, 2026
PINNEY & SCOFIELD, INC. History No change 120 6 0.0% 0.0% 244 0 0.0% Q4 2025 Feb 13, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 90 5 0.0% 0.0% 245 +49 119.51% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 88 5 0.0% 0.0% 248 -37 -29.6% Q4 2025 Jan 07, 2026
DANSKE BANK A/S History No change 100 5 0.0% 0.0% 246 0 0.0% Q4 2025 Feb 02, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 90 5 0.0% 0.0% 247 0 0.0% Q4 2025 Jan 22, 2026
Smartleaf Asset Management LLC History Reduced 73 4 0.0% 0.0% 252 -10 -12.05% Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History Added to 71 4 0.0% 0.0% 250 +1 1.43% Q4 2025 Jan 20, 2026
Dunhill Financial, LLC History Added to 87 4 0.0% 0.0% 251 +1 1.16% Q4 2025 Jan 29, 2026
Geneos Wealth Management Inc. History No change 86 4 0.0% 0.0% 249 0 0.0% Q4 2025 Jan 28, 2026
Root Financial Partners, LLC History Reduced 53 3 0.0% 0.0% 255 -80 -60.15% Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 57 3 0.0% 254 +57 New Q4 2025 Feb 03, 2026
TOTH FINANCIAL ADVISORY CORP History No change 68 3 0.0% 0.0% 253 0 0.0% Q4 2025 Jan 20, 2026
Pinnacle Wealth Planning Services, Inc. History New 46 2 0.0% 258 +46 New Q4 2025 Feb 13, 2026
SWAN Capital LLC History New 42 2 0.0% 263 +42 New Q4 2025 Feb 12, 2026
Elevated Capital Advisors, LLC History New 35 2 0.0% 262 +35 New Q4 2025 Jan 27, 2026
Larson Financial Group LLC History Added to 48 2 0.0% 0.0% 259 +25 108.7% Q4 2025 Feb 06, 2026
Prestige Wealth Management Group LLC History Reduced 51 2 0.0% 0.0% 261 -9 -15.0% Q4 2025 Feb 11, 2026
Kozak & Associates, Inc. History Reduced 45 2 0.0% 0.0% 260 -1 -2.17% Q4 2025 Jan 12, 2026
Jackson, Grant Investment Advisers, Inc. History No change 35 2 0.0% 0.0% 256 0 0.0% Q4 2025 Jan 27, 2026
Stone House Investment Management, LLC History No change 42 2 0.0% 0.0% 257 0 0.0% Q4 2025 Jan 21, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 25 1 0.0% 0.0% 264 -545 -95.61% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 29 1 0.0% 0.0% 270 -114 -79.72% Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History New 27 1 0.0% 278 +27 New Q4 2025 Feb 06, 2026
LAZARD ASSET MANAGEMENT LLC History New 19 1 0.0% 266 +19 New Q4 2025 Feb 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 32 1 0.0% 0.0% 277 +13 68.42% Q4 2025 Jan 09, 2026
Bell Investment Advisors, Inc History Reduced 18 1 0.0% 0.0% 274 -9 -33.33% Q4 2025 Feb 24, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 21 1 0.0% 0.0% 268 -1 -4.55% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO History No change 17 1 0.0% 0.0% 265 0 0.0% Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History No change 19 1 0.0% 0.0% 267 0 0.0% Q4 2025 Jan 20, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 32 1 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History No change 18 1 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 12, 2026
IAG Wealth Partners, LLC History No change 19 1 0.0% 0.0% 272 0 0.0% Q4 2025 Feb 10, 2026
MTM Investment Management, LLC History No change 27 1 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 09, 2026
New Millennium Group LLC History No change 23 1 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 33 1 0.0% 0.0% 276 0 0.0% Q4 2025 Jan 08, 2026
Whipplewood Advisors, LLC History No change 23 1 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Closed out 0 0 0.03% -124,661 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.02% -83,933 -100.0% Q3 2025 Nov 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.18% -71,319 -100.0% Q3 2025 Nov 17, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 17.11% -55,377 -100.0% Q3 2025 Dec 09, 2025
Engineers Gate Manager LP History Closed out 0 0 0.04% -49,429 -100.0% Q3 2025 Nov 14, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.11% -40,003 -100.0% Q3 2025 Nov 14, 2025
Retirement Systems of Alabama History Closed out 0 0 0.01% -33,469 -100.0% Q3 2025 Oct 31, 2025
Gotham Asset Management, LLC History Closed out 0 0 0.01% -24,883 -100.0% Q3 2025 Nov 14, 2025
Weiss Asset Management LP History Closed out 0 0 0.47% -20,254 -100.0% Q3 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -19,280 -100.0% Q3 2025 Nov 14, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.0% -19,002 -100.0% Q3 2025 Nov 13, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.22% -12,877 -100.0% Q3 2025 Nov 13, 2025
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -12,784 -100.0% Q3 2025 Oct 31, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.06% -11,309 -100.0% Q3 2025 Oct 28, 2025
Magnetar Financial LLC History Closed out 0 0 0.0% -9,551 -100.0% Q3 2025 Nov 13, 2025
Jump Financial, LLC History Closed out 0 0 0.01% -8,957 -100.0% Q3 2025 Nov 13, 2025
Ilex Capital Partners (UK) LLP History Closed out 0 0 0.02% -8,942 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 0.0% -8,125 -100.0% Q3 2025 Nov 14, 2025
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Closed out 0 0 0.02% -7,800 -100.0% Q3 2025 Dec 15, 2025
iSAM Funds (UK) Ltd History Closed out 0 0 0.11% -7,738 -100.0% Q3 2025 Nov 14, 2025
Semanteon Capital Management, LP History Closed out 0 0 0.64% -7,650 -100.0% Q3 2025 Nov 10, 2025
NATIXIS History Closed out 0 0 0.0% -7,000 -100.0% Q3 2025 Nov 14, 2025
STATE OF MICHIGAN RETIREMENT SYSTEM History Closed out 0 0 0.0% -6,613 -100.0% Q3 2025 Nov 05, 2025
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 0.0% -6,553 -100.0% Q3 2025 Oct 31, 2025
Quantessence Capital LLC History Closed out 0 0 0.13% -6,279 -100.0% Q3 2025 Nov 14, 2025
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Closed out 0 0 0.01% -6,170 -100.0% Q3 2025 Nov 07, 2025
Versor Investments LP History Closed out 0 0 0.08% -6,155 -100.0% Q3 2025 Nov 06, 2025
Caprock Group, LLC History Closed out 0 0 0.01% -5,999 -100.0% Q3 2025 Nov 06, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.04% -5,972 -100.0% Q3 2025 Nov 14, 2025
Pacer Advisors, Inc. History Closed out 0 0 0.0% -5,648 -100.0% Q3 2025 Oct 15, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -5,615 -100.0% Q3 2025 Nov 14, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -5,245 -100.0% Q3 2025 Nov 14, 2025
Grandview Asset Management LLC History Closed out 0 0 0.09% -4,750 -100.0% Q3 2025 Oct 22, 2025
MQS Management LLC History Closed out 0 0 0.18% -4,549 -100.0% Q3 2025 Nov 06, 2025
HighTower Advisors, LLC History Closed out 0 0 0.0% -4,019 -100.0% Q3 2025 Nov 07, 2025
Vanguard Capital Wealth Advisors History Closed out 0 0 0.21% -4,007 -100.0% Q3 2025 Oct 30, 2025
XPONANCE LLC History Closed out 0 0 0.0% -3,943 -100.0% Q3 2025 Nov 12, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -3,853 -100.0% Q3 2025 Oct 30, 2025
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.0% -3,744 -100.0% Q3 2025 Nov 05, 2025
Prime Capital Investment Advisors, LLC History Closed out 0 0 0.0% -3,592 -100.0% Q3 2025 Nov 05, 2025
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.04% -3,500 -100.0% Q3 2025 Nov 12, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 0.01% -3,300 -100.0% Q3 2025 Nov 13, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -2,647 -100.0% Q3 2025 Nov 12, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -2,473 -100.0% Q3 2025 Nov 03, 2025
SECURIAN ASSET MANAGEMENT, INC History Closed out 0 0 0.0% -2,073 -100.0% Q3 2025 Oct 23, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.06% -1,739 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -1,377 -100.0% Q3 2025 Nov 14, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.06% -1,202 -100.0% Q3 2025 Nov 19, 2025
Copeland Capital Management, LLC History Closed out 0 0 0.0% -792 -100.0% Q3 2025 Oct 17, 2025
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -587 -100.0% Q3 2025 Nov 13, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -443 -100.0% Q3 2025 Nov 06, 2025
ASSETMARK, INC History Reduced 15 0 0.0% -442 -96.72% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -401 -100.0% Q3 2025 Nov 18, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -274 -100.0% Q3 2025 Nov 10, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -154 -100.0% Q3 2025 Nov 14, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -146 -100.0% Q3 2025 Oct 08, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 13, 2025
Federation des caisses Desjardins du Quebec History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 14, 2025
Private Wealth Management Group, LLC History Reduced 10 0 0.0% -78 -88.64% Q4 2025 Jan 23, 2026
Quent Capital, LLC History Reduced 13 0 0.0% -71 -84.52% Q4 2025 Jan 29, 2026
Clearstead Advisors, LLC History Reduced 1 0 0.0% -60 -98.36% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 3 0 0.0% -37 -92.5% Q4 2025 Feb 10, 2026
Activest Wealth Management History Closed out 0 0 0.0% -35 -100.0% Q3 2025 Nov 03, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -28 -100.0% Q3 2025 Nov 13, 2025
Fortitude Family Office, LLC History Reduced 6 0 0.0% -18 -75.0% Q4 2025 Jan 15, 2026
Physician Wealth Advisors, Inc. History Reduced 13 0 0.0% -17 -56.67% Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 17 0 +17 New Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History Reduced 1 0 0.0% -16 -94.12% Q4 2025 Jan 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 13 0 0.0% -14 -51.85% Q4 2025 Feb 03, 2026
Cloud Capital Management, LLC History Closed out 0 0 -14 -100.0% Q3 2025 Nov 03, 2025
BURKETT FINANCIAL SERVICES, LLC History New 13 0 +13 New Q4 2025 Jan 05, 2026
Elequin Capital, LP History New 13 0 +13 New Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History Reduced 5 0 0.0% -12 -70.59% Q4 2025 Jan 21, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 11 0 +11 New Q4 2025 Feb 11, 2026
Triumph Capital Management History New 11 0 +11 New Q4 2025 Feb 12, 2026
Torren Management, LLC History New 11 0 +11 New Q4 2025 Jan 30, 2026
GHP Investment Advisors, Inc. History Closed out 0 0 -10 -100.0% Q3 2025 Oct 31, 2025
Scarborough Advisors, LLC History Closed out 0 0 -10 -100.0% Q3 2025 Feb 17, 2026
Rachor Investment Advisory Services, LLC History New 9 0 +9 New Q4 2025 Jan 30, 2026
Hilton Head Capital Partners, LLC History New 9 0 +9 New Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Closed out 0 0 -9 -100.0% Q3 2025 Oct 21, 2025
McMillan Office, Inc. History New 7 0 +7 New Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History New 6 0 +6 New Q4 2025 Feb 13, 2026
DiNuzzo Private Wealth, Inc. History Reduced 1 0 -6 -85.71% Q4 2025 Jan 16, 2026
ALERUS FINANCIAL NA History Closed out 0 0 -6 -100.0% Q3 2025 Nov 10, 2025
Tidemark, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Nov 03, 2025
Bay Harbor Wealth Management, LLC History Reduced 1 0 -4 -80.0% Q4 2025 Feb 02, 2026
Bruce G. Allen Investments, LLC History Reduced 12 0 0.0% -4 -25.0% Q4 2025 Feb 10, 2026
Ankerstar Wealth, LLC History New 4 0 +4 New Q4 2025 Feb 12, 2026
Inspire Investing, LLC History New 3 0 +3 New Q4 2025 Feb 17, 2026
Addison Advisors LLC History Reduced 3 0 -3 -50.0% Q4 2025 Feb 06, 2026
HFM Investment Advisors, LLC History Reduced 1 0 -3 -75.0% Q4 2025 Feb 05, 2026
Rialto Wealth Management, LLC History Reduced 1 0 -2 -66.67% Q4 2025 Jan 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
Delos Wealth Advisors, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 14, 2025
TORONTO DOMINION BANK History Reduced 6 0 -1 -14.29% Q4 2025 Feb 17, 2026
Manchester Capital Management LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
ATLAS CAPITAL ADVISORS INC. History New 1 0 +1 New Q4 2025 Feb 13, 2026
Grove Bank & Trust History New 1 0 +1 New Q4 2025 Jan 08, 2026
RMG Wealth Management LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History No change 2 0 0 0.0% Q4 2025 Jan 27, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 17 0 0.0% 0 0.0% Q4 2025 Jan 30, 2026
HARBOUR INVESTMENTS, INC. History No change 4 0 0 0.0% Q4 2025 Feb 09, 2026
BARRETT & COMPANY, INC. History No change 7 0 0 0.0% Q4 2025 Jan 28, 2026
ADIRONDACK TRUST CO History No change 14 0 0 0.0% Q4 2025 Jan 08, 2026
ALBION FINANCIAL GROUP /UT History No change 8 0 0 0.0% Q4 2025 Jan 21, 2026
TRUST CO OF VERMONT History No change 8 0 0 0.0% Q4 2025 Jan 16, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1 0 0 0.0% Q4 2025 Jan 26, 2026
MOTCO History No change 3 0 0 0.0% Q4 2025 Feb 06, 2026
North Star Investment Management Corp. History No change 10 0 0 0.0% Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History No change 1 0 0 0.0% Q4 2025 Feb 20, 2026
NewEdge Advisors, LLC History No change 8 0 0 0.0% Q4 2025 Feb 18, 2026
Nalls Sherbakoff Group, LLC History No change 9 0 0 0.0% Q4 2025 Mar 12, 2026
Golden State Wealth Management, LLC History No change 5 0 0 0.0% Q4 2025 Feb 13, 2026
Avion Wealth History No change 10 0 0 0.0% Q4 2025 Jan 23, 2026
Key FInancial Inc History No change 17 0 0.0% 0 0.0% Q4 2025 Feb 09, 2026
WFA of San Diego, LLC History No change 3 0 0 0.0% Q4 2025 Feb 17, 2026
Private Wealth Asset Management, LLC History No change 2 0 0 0.0% Q4 2025 Feb 10, 2026
Signature Resources Capital Management, LLC History No change 3 0 0 0.0% Q4 2025 Jan 21, 2026
Aspect Partners, LLC History No change 8 0 0 0.0% Q4 2025 Jan 23, 2026
American Capital Advisory, LLC History No change 7 0 0 0.0% Q4 2025 Jan 30, 2026
Compass Financial Services Inc History No change 8 0 0 0.0% Q4 2025 Feb 27, 2026
Hughes Financial Services, LLC History No change 14 0 0 0.0% Q4 2025 Feb 11, 2026
Navigoe, LLC History No change 7 0 0 0.0% Q4 2025 Feb 03, 2026
Rossby Financial, LCC History No change 9 0 0 0.0% Q4 2025 Feb 12, 2026