Victory Capital Holdings, Inc. - VCTR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 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 6,940,748 437,891 0.01% 0.01% 1 -3,022 -0.04% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 4,814,857 303,769 0.0% 0.0% 2 +73,142 1.54% Q4 2025 Jan 29, 2026
Crestview Partners II GP, L.P. History Reduced 4,095,006 258,353 81.23% 78.73% 3 -21,832 -0.53% Q4 2025 Feb 13, 2026
Capital World Investors History Added to 3,768,001 237,723 0.03% 0.03% 4 +155,732 4.31% Q4 2025 Feb 11, 2026
Amundi History New 3,054,924 192,735 0.05% 5 +3,054,924 New Q4 2025 Feb 17, 2026
BAHL & GAYNOR INC History Added to 2,069,325 130,553 0.66% 0.55% 6 +345,428 20.04% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 1,857,636 117,198 0.0% 0.0% 7 +8,322 0.45% Q4 2025 Feb 13, 2026
Van Berkom & Associates Inc. History Added to 1,683,754 106,228 3.06% 3.15% 8 +1,140 0.07% Q4 2025 Feb 02, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,521,994 96,025 0.02% 0.02% 9 -1,330 -0.09% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,254,629 79,154 0.01% 0.01% 10 -312,210 -19.93% Q4 2025 Mar 25, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,174,890 74,136 0.0% 0.0% 11 -5,321 -0.45% Q4 2025 Feb 09, 2026
Granahan Investment Management, LLC History Reduced 1,075,202 67,834 2.9% 3.18% 12 -123,358 -10.29% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 896,342 56,550 0.0% 0.0% 13 -11,909 -1.31% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History Reduced 820,700 51,778 0.11% 0.12% 14 -49,200 -5.66% Q4 2025 Feb 06, 2026
FRANKLIN RESOURCES INC History Reduced 788,832 49,767 0.01% 0.03% 15 -998,610 -55.87% Q4 2025 Feb 11, 2026
TimesSquare Capital Management, LLC History Reduced 731,214 46,132 0.69% 0.7% 16 -28,288 -3.72% Q4 2025 Feb 06, 2026
Impax Asset Management Group plc History Added to 650,000 41,008 0.26% 0.23% 17 +50,000 8.33% Q4 2025 Jan 29, 2026
Annex Advisory Services, LLC History Added to 574,699 36,257 0.69% 0.75% 18 +30,621 5.63% Q4 2025 Jan 26, 2026
ROYCE & ASSOCIATES LP History Added to 570,523 35,994 0.36% 0.37% 19 +4,461 0.79% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 550,188 34,711 0.01% 0.01% 20 +16,390 3.07% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 502,072 31,675 0.01% 0.01% 21 -62,309 -11.04% Q4 2025 Feb 10, 2026
Swedbank AB History Reduced 500,000 31,545 0.03% 0.04% 22 -100,000 -16.67% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Reduced 487,929 30,783 0.0% 0.0% 23 -182,586 -27.23% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 475,735 30,014 0.01% 0.01% 24 +8,018 1.71% Q4 2025 Feb 12, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Added to 465,923 29,395 1.19% 1.19% 25 +17,930 4.0% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 443,627 27,988 0.0% 0.0% 26 -28,159 -5.97% Q4 2025 Feb 17, 2026
FIL Ltd History New 425,000 26,813 0.02% 27 +425,000 New Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 390,511 24,637 0.0% 0.0% 28 -41,401 -9.59% Q4 2025 Feb 19, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 365,830 23,080 0.08% 0.08% 29 -862 -0.24% Q4 2025 Feb 18, 2026
Mariner, LLC History Reduced 308,653 19,471 0.02% 0.03% 30 -6,548 -2.08% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 295,145 18,620 0.01% 0.01% 31 +14,499 5.17% Q4 2025 Feb 02, 2026
BARCLAYS PLC History Reduced 257,696 16,258 0.0% 0.0% 32 -57,445 -18.23% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 256,419 16,177 0.06% 0.07% 33 -43,443 -14.49% Q4 2025 Feb 17, 2026
JB CAPITAL PARTNERS LP History No change 241,812 15,255 2.62% 2.65% 34 0 0.0% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 232,704 14,681 0.02% 0.0% 35 0 0.0% Q4 2025 Feb 17, 2026
FMR LLC History Added to 230,184 14,522 0.0% 0.0% 36 +45,152 24.4% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 227,051 14,324 0.05% 0.08% 37 -109,689 -32.57% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 212,767 13,423 0.0% 0.0% 38 -180,713 -45.93% Q4 2025 Jan 29, 2026
FEDERATED HERMES, INC. History Added to 187,323 11,818 0.02% 0.02% 39 +5,695 3.14% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 150,070 9,467 0.01% 0.0% 40 +140,485 1465.68% Q4 2025 Feb 13, 2026
RBF Capital, LLC History No change 149,063 9,404 0.42% 0.43% 41 0 0.0% Q4 2025 Feb 17, 2026
Pembroke Management, LTD History Reduced 148,809 9,388 0.97% 0.97% 42 -2,443 -1.62% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 143,539 9,056 0.0% 43 +143,539 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 138,823 8,758 0.0% 0.0% 44 +51,460 58.9% Q4 2025 Feb 13, 2026
Brandywine Global Investment Management, LLC History New 137,249 8,659 0.06% 45 +137,249 New Q4 2025 Feb 11, 2026
Gator Capital Management, LLC History Reduced 124,237 7,838 1.59% 2.15% 46 -6,515 -4.98% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 120,339 7,592 0.0% 0.0% 47 -7,246 -5.68% Q4 2025 Feb 09, 2026
RHUMBLINE ADVISERS History Reduced 119,850 7,561 0.01% 0.01% 48 -8,510 -6.63% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 118,666 7,486 0.01% 0.0% 49 +87,722 283.49% Q4 2025 Feb 17, 2026
ARGENT CAPITAL MANAGEMENT LLC History Reduced 118,100 7,450 0.21% 0.21% 50 -2,344 -1.95% Q4 2025 Jan 05, 2026
Aptus Capital Advisors, LLC History Added to 114,660 7,233 0.05% 0.05% 51 +483 0.42% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 110,521 6,972 0.0% 0.0% 52 -2,871 -2.53% Q4 2025 Feb 11, 2026
Steamboat Capital Partners, LLC History Added to 106,933 6,746 1.85% 1.79% 53 +781 0.74% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 104,879 6,616 0.0% 0.0% 54 +7,658 7.88% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 102,350 6,457 0.0% 0.0% 55 -2,861 -2.72% Q4 2025 Feb 10, 2026
GABELLI FUNDS LLC History New 101,556 6,407 0.04% 56 +101,556 New Q4 2025 Feb 05, 2026
MILLENNIUM MANAGEMENT LLC History Added to 95,104 6,000 0.0% 0.0% 57 +38,629 68.4% Q4 2025 Feb 17, 2026
F/m Investments LLC History Reduced 90,786 5,727 0.22% 0.23% 58 -2,300 -2.47% Q4 2025 Feb 03, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 90,218 5,691 0.01% 0.01% 59 -30,258 -25.12% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 89,286 5,633 0.0% 0.0% 60 +3,946 4.62% Q4 2025 Feb 13, 2026
Kendall Capital Management History Added to 89,289 5,633 1.18% 1.3% 61 +345 0.39% Q4 2025 Jan 16, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 86,440 5,453 0.52% 0.53% 62 -10,119 -10.48% Q4 2025 Jan 12, 2026
Swiss National Bank History Added to 85,600 5,400 0.0% 0.0% 63 +900 1.06% Q4 2025 Feb 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 84,207 5,312 0.11% 0.12% 64 -353 -0.42% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Reduced 83,717 5,281 0.03% 0.03% 65 -2,452 -2.85% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 83,616 5,275 0.0% 0.0% 66 +6,958 9.08% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Added to 76,991 4,857 0.0% 0.0% 67 +14,477 23.16% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 70,682 4,464 0.01% 0.01% 68 +8,288 13.28% Q4 2025 Jan 28, 2026
Empowered Funds, LLC History Added to 64,341 4,059 0.07% 0.04% 69 +1,230 1.95% Q4 2025 Feb 18, 2026
ALPS ADVISORS INC History Reduced 61,551 3,883 0.02% 0.02% 70 -2,830 -4.4% Q4 2025 Feb 12, 2026
Creative Planning History Added to 60,921 3,843 0.0% 0.0% 71 +3,879 6.8% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 60,241 3,800 0.01% 0.01% 72 +19,832 49.08% Q4 2025 Feb 10, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 58,182 3,670 0.49% 0.41% 73 +18,669 47.25% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 56,595 3,570 0.0% 0.0% 74 +2,932 5.46% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 56,471 3,562 0.0% 0.0% 75 +11,141 24.58% Q4 2025 Feb 18, 2026
Engineers Gate Manager LP History Added to 55,946 3,529 0.04% 0.02% 76 +30,140 116.79% Q4 2025 Feb 17, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 51,100 3,223 0.13% 0.13% 77 0 0.0% Q4 2025 Feb 11, 2026
ExodusPoint Capital Management, LP History New 48,851 3,082 0.02% 78 +48,851 New Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 44,845 2,829 0.0% 0.0% 79 -4,115 -8.4% Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Added to 43,465 2,742 0.06% 0.01% 80 +39,534 1005.7% Q4 2025 Feb 17, 2026
Aurora Investment Counsel History Added to 42,623 2,689 1.41% 1.15% 81 +8,579 25.2% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 41,864 2,642 0.0% 0.0% 82 -11,457 -21.49% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 41,529 2,620 0.0% 0.0% 83 +12,195 41.57% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 41,069 2,591 0.0% 0.0% 84 -8,583 -17.29% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 40,888 2,579 0.0% 0.0% 85 -40 -0.1% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 40,826 2,575 0.0% 0.0% 86 0 0.0% Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 40,445 2,552 0.0% 0.0% 87 +1,709 4.41% Q4 2025 Feb 17, 2026
Elo Mutual Pension Insurance Co History Added to 40,177 2,534 0.04% 0.03% 88 +13,182 48.83% Q4 2025 Feb 12, 2026
Huntleigh Advisors, Inc. History Added to 40,154 2,533 0.43% 0.4% 89 +4,186 11.64% Q4 2025 Jan 29, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 39,300 2,479 0.0% 90 +39,300 New Q4 2025 Feb 17, 2026
Redhawk Wealth Advisors, Inc. History Reduced 39,224 2,474 0.28% 0.3% 91 -603 -1.51% Q4 2025 Jan 14, 2026
CREDIT AGRICOLE S A History No change 38,278 2,414 0.01% 0.01% 92 0 0.0% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 37,719 2,379 0.0% 0.0% 93 -33,020 -46.68% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 35,920 2,266 0.0% 0.0% 94 +1,250 3.61% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 34,644 2,185 0.01% 0.02% 95 -12,709 -26.84% Q4 2025 Feb 11, 2026
Allianz Asset Management GmbH History Reduced 34,507 2,177 0.0% 0.0% 96 -29,081 -45.73% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 33,018 2,083 0.0% 0.0% 97 -2,635 -7.39% Q4 2025 Feb 05, 2026
CenterBook Partners LP History Reduced 32,732 2,065 0.1% 0.18% 98 -22,236 -40.45% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History Reduced 32,539 2,052 0.01% 0.01% 99 -10,943 -25.17% Q4 2025 Feb 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 32,150 2,028 0.06% 0.08% 100 -1,987 -5.82% Q4 2025 Jan 12, 2026
Moran Wealth Management, LLC History Reduced 31,503 1,987 0.06% 0.07% 101 -2,481 -7.3% Q4 2025 Jan 26, 2026
FORMULA GROWTH LTD History Reduced 31,267 1,972 0.76% 1.76% 102 -45,060 -59.04% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 29,582 1,866 0.0% 0.0% 103 +23,682 401.39% Q4 2025 Feb 17, 2026
WESBANCO BANK INC History Reduced 28,962 1,827 0.05% 0.05% 104 -471 -1.6% Q4 2025 Feb 03, 2026
Campbell & CO Investment Adviser LLC History Added to 27,764 1,751 0.08% 0.02% 105 +23,640 573.23% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Reduced 27,524 1,735 0.02% 0.02% 106 -323 -1.16% Q4 2025 Jan 23, 2026
Illinois Municipal Retirement Fund History Added to 26,554 1,675 0.02% 0.02% 107 +981 3.84% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 26,504 1,672 0.0% 108 +26,504 New Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 25,678 1,620 0.0% 0.0% 109 +6,741 35.6% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 25,617 1,616 0.0% 0.0% 110 +6,878 36.7% Q4 2025 Feb 17, 2026
GS Investments, Inc. History Reduced 25,600 1,615 0.88% 0.92% 111 -3,000 -10.49% Q4 2025 Feb 09, 2026
MetLife Investment Management, LLC History Reduced 24,504 1,545 0.01% 0.01% 112 -1,290 -5.0% Q4 2025 Feb 12, 2026
Edgestream Partners, L.P. History New 24,187 1,525 0.04% 113 +24,187 New Q4 2025 Feb 13, 2026
Sendero Wealth Management, LLC History New 23,214 1,464 0.16% 114 +23,214 New Q4 2025 Jan 13, 2026
Vestmark Advisory Solutions, Inc. History New 23,100 1,457 0.02% 115 +23,100 New Q4 2025 Feb 06, 2026
Louisiana State Employees Retirement System History Reduced 22,000 1,387 0.02% 0.02% 116 -700 -3.08% Q4 2025 Jan 16, 2026
US BANCORP \DE\ History Added to 21,611 1,363 0.0% 0.0% 117 +3,654 20.35% Q4 2025 Jan 30, 2026
TRAVELERS COMPANIES, INC. History No change 21,579 1,361 0.9% 1.06% 118 0 0.0% Q4 2025 Feb 10, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 21,277 1,342 0.02% 0.02% 119 +1,771 9.08% Q4 2025 Jan 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 21,100 1,331 0.0% 0.0% 120 -32,500 -60.63% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 20,548 1,296 0.0% 0.0% 121 -25 -0.12% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 20,383 1,285 0.0% 0.0% 122 +7,739 61.21% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 20,252 1,277 0.01% 0.01% 123 -5,463 -21.24% Q4 2025 Feb 10, 2026
COMERICA BANK History Reduced 19,655 1,240 0.0% 0.01% 124 -2,206 -10.09% Q4 2025 Jan 29, 2026
Laurus Global Equity Management Inc. History No change 19,350 1,220 0.99% 0.86% 125 0 0.0% Q4 2025 Jan 28, 2026
JANUS HENDERSON GROUP PLC History No change 19,150 1,208 0.0% 0.0% 126 0 0.0% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 18,866 1,190 0.0% 0.0% 127 -611 -3.14% Q4 2025 Jan 30, 2026
Legacy Wealth Asset Management, LLC History Added to 17,672 1,114 0.27% 0.27% 129 +823 4.88% Q4 2025 Jan 12, 2026
STIFEL FINANCIAL CORP History Added to 17,670 1,114 0.0% 0.0% 128 +296 1.7% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 17,626 1,112 0.02% 0.04% 130 -25,960 -59.56% Q4 2025 Feb 09, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 17,571 1,108 0.0% 0.0% 131 0 0.0% Q4 2025 Jan 27, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 17,413 1,098 0.02% 0.03% 132 -8,944 -33.93% Q4 2025 Jan 23, 2026
Integrated Quantitative Investments LLC History Added to 16,855 1,063 0.23% 0.25% 133 +3,308 24.42% Q4 2025 Feb 12, 2026
Versor Investments LP History Reduced 16,780 1,058 0.16% 0.23% 134 -2,664 -13.7% Q4 2025 Feb 04, 2026
BAMCO INC /NY/ History No change 16,596 1,047 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 16,042 1,012 0.0% 0.0% 136 +391 2.5% Q4 2025 Feb 11, 2026
DekaBank Deutsche Girozentrale History No change 17,751 997 0.0% 0.0% 137 0 0.0% Q4 2025 Jan 28, 2026
AlphaQuest LLC History Reduced 15,652 987 0.06% 0.09% 138 -6,046 -27.86% Q4 2025 Feb 09, 2026
HAMILTON LANE ADVISORS LLC History No change 15,149 955 0.53% 0.56% 139 0 0.0% Q4 2025 Jan 20, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,026 947 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 14,463 912 0.0% 0.0% 141 -1,025 -6.62% Q4 2025 Feb 02, 2026
AMALGAMATED BANK History Reduced 13,847 874 0.01% 0.01% 142 -207 -1.47% Q4 2025 Feb 05, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 12,858 860 0.01% 0.01% 143 -2,272 -15.02% Q4 2025 Jan 21, 2026
Allspring Global Investments Holdings, LLC History Added to 13,394 858 0.0% 0.0% 144 +1,171 9.58% Q4 2025 Jan 15, 2026
MorganRosel Wealth Management, LLC History Reduced 13,409 845 0.21% 0.27% 145 -2,908 -17.82% Q4 2025 Feb 13, 2026
Windmill Hill Asset Management Ltd History No change 13,329 840 0.2% 0.23% 146 0 0.0% Q4 2025 Feb 06, 2026
Vident Advisory, LLC History Added to 13,157 830 0.01% 0.01% 148 +1,069 8.84% Q4 2025 Feb 18, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 13,160 830 0.01% 0.01% 147 -224 -1.67% Q4 2025 Feb 05, 2026
PFG Advisors History Added to 12,730 803 0.04% 0.03% 149 +2,859 28.96% Q4 2025 Jan 27, 2026
Handelsbanken Fonder AB History Added to 12,700 801 0.0% 0.0% 150 +4,100 47.67% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 12,635 797 0.02% 0.02% 151 -734 -5.49% Q4 2025 Jan 27, 2026
SEI INVESTMENTS CO History Reduced 12,417 783 0.0% 0.0% 152 -261 -2.06% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 12,304 777 0.01% 0.01% 153 -1,050 -7.86% Q4 2025 Jan 29, 2026
Police & Firemen's Retirement System of New Jersey History Added to 12,263 773 0.01% 0.01% 154 +6 0.05% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 12,133 765 0.0% 0.0% 155 -1,065 -8.07% Q4 2025 Jan 09, 2026
State of Tennessee, Department of Treasury History Added to 10,834 764 0.0% 0.0% 156 +1,749 19.25% Q4 2025 Feb 18, 2026
Arizona State Retirement System History Reduced 12,029 758 0.0% 0.0% 157 -890 -6.89% Q4 2025 Jan 28, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 11,896 750 0.0% 0.09% 158 -251,165 -95.48% Q4 2025 Feb 10, 2026
XTX Topco Ltd History Reduced 11,710 738 0.02% 0.05% 159 -4,557 -28.01% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 11,422 720 0.0% 0.0% 160 +42 0.37% Q4 2025 Feb 13, 2026
POLEN CAPITAL MANAGEMENT LLC History Reduced 11,145 703 0.0% 0.0% 161 -6,990 -38.54% Q4 2025 Feb 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 10,994 693 0.01% 0.01% 162 -106 -0.95% Q4 2025 Feb 04, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 10,809 681 0.0% 163 +10,809 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 10,600 668 0.0% 0.0% 164 -182,846 -94.52% Q4 2025 Feb 12, 2026
Entropy Technologies, LP History Added to 9,756 615 0.03% 0.03% 166 +2,900 42.3% Q4 2025 Feb 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 9,750 615 0.0% 0.0% 165 +2,550 35.42% Q4 2025 Feb 04, 2026
KLP KAPITALFORVALTNING AS History No change 9,400 593 0.0% 0.0% 167 0 0.0% Q4 2025 Jan 28, 2026
Man Group plc History Reduced 9,099 574 0.0% 0.01% 168 -76,140 -89.33% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 9,011 567 0.0% 0.0% 169 -26,549 -74.66% Q4 2025 Feb 10, 2026
ProShare Advisors LLC History Added to 8,654 545 0.0% 0.0% 170 +222 2.63% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Added to 8,552 539 0.0% 0.0% 171 +297 3.6% Q4 2025 Feb 06, 2026
EntryPoint Capital, LLC History No change 8,489 535 0.21% 0.21% 172 0 0.0% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 8,131 513 0.0% 0.0% 173 +1,458 21.85% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 8,129 512 0.01% 174 +8,129 New Q4 2025 Feb 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 7,775 490 0.05% 0.06% 175 -229 -2.86% Q4 2025 Jan 26, 2026
Cetera Investment Advisers History Reduced 7,739 488 0.0% 0.0% 176 -216 -2.72% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 7,640 482 0.0% 0.0% 177 -218 -2.77% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 7,539 475 0.0% 0.0% 178 +4 0.05% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 7,190 453 0.0% 0.0% 179 +375 5.5% Q4 2025 Feb 18, 2026
Maryland State Retirement & Pension System History Reduced 7,009 442 0.01% 0.01% 180 -96 -1.35% Q4 2025 Feb 17, 2026
Fort Point Capital Partners LLC History No change 6,576 441 0.05% 0.05% 181 0 0.0% Q4 2025 Feb 13, 2026
Directional Asset Management History New 6,841 431 0.38% 182 +6,841 New Q4 2025 Jan 29, 2026
Caitlin John, LLC History New 6,120 386 0.25% 183 +6,120 New Q4 2025 Feb 18, 2026
Kaizen Financial Strategies History Reduced 6,060 382 0.17% 0.18% 184 -400 -6.19% Q4 2025 Jan 21, 2026
Janney Montgomery Scott LLC History Reduced 6,020 380 0.0% 0.0% 185 -28 -0.46% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Added to 5,871 370 0.0% 0.0% 186 +536 10.05% Q4 2025 Jan 29, 2026
VISTA FINANCE, LLC History Reduced 5,663 357 0.24% 0.26% 187 -285 -4.79% Q4 2025 Jan 27, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 5,609 353 0.0% 0.0% 189 -177 -3.06% Q4 2025 Feb 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 5,610 353 0.0% 0.0% 188 0 0.0% Q4 2025 Jan 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 5,492 346 0.0% 0.0% 190 -44 -0.79% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Reduced 5,300 334 0.0% 0.0% 191 -1,529 -22.39% Q4 2025 Feb 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 5,178 326 0.14% 0.14% 192 0 0.0% Q4 2025 Jan 30, 2026
TWO SIGMA ADVISERS, LP History New 5,100 321 0.0% 193 +5,100 New Q4 2025 Feb 17, 2026
DAGCO, INC. History Added to 5,091 321 0.07% 0.08% 194 +38 0.75% Q4 2025 Jan 08, 2026
Counterpoint Mutual Funds LLC History New 4,785 301 0.02% 195 +4,785 New Q4 2025 Feb 12, 2026
City Center Advisors, LLC History New 4,621 291 0.27% 196 +4,621 New Q4 2025 Jan 05, 2026
DGS Capital Management, LLC History Reduced 4,432 279 0.05% 0.07% 197 -1,154 -20.66% Q4 2025 Feb 24, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 4,293 270 0.01% 0.02% 198 -7 -0.16% Q4 2025 Feb 10, 2026
INCEPTIONR LLC History New 4,252 268 0.07% 199 +4,252 New Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,091 258 0.0% 0.0% 200 0 0.0% Q4 2025 Feb 13, 2026
HM PAYSON & CO History No change 3,985 251 0.0% 0.0% 201 0 0.0% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 3,895 245 0.0% 202 +3,895 New Q4 2025 Feb 18, 2026
Jefferies Financial Group Inc. History New 3,871 244 0.0% 203 +3,871 New Q4 2025 Feb 09, 2026
NewEdge Wealth, LLC History Reduced 3,815 240 0.0% 0.0% 204 -560 -12.8% Q4 2025 Feb 03, 2026
Ameritas Investment Partners, Inc. History No change 3,700 233 0.01% 0.01% 205 0 0.0% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History Reduced 3,644 231 0.0% 0.0% 206 -6,122 -62.69% Q4 2025 Mar 20, 2026
Brevan Howard Capital Management LP History Reduced 3,621 228 0.0% 0.0% 207 -1,787 -33.04% Q4 2025 Feb 17, 2026
Glenview Trust Co History No change 3,607 227 0.0% 0.0% 208 0 0.0% Q4 2025 Feb 09, 2026
Tower Research Capital LLC (TRC) History Added to 3,591 226 0.01% 0.0% 209 +1,795 99.94% Q4 2025 Feb 17, 2026
Planned Solutions, Inc. History Added to 3,546 223 0.07% 0.08% 210 +155 4.57% Q4 2025 Jan 28, 2026
Russell Investments Group, Ltd. History Reduced 3,528 222 0.0% 0.0% 211 -140 -3.82% Q4 2025 Feb 17, 2026
XPONANCE LLC History Added to 3,512 221 0.0% 0.0% 212 +34 0.98% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Reduced 3,445 217 0.0% 0.0% 213 -1 -0.03% Q4 2025 Feb 05, 2026
Forum Financial Management, LP History Reduced 3,417 215 0.0% 0.0% 214 -1 -0.03% Q4 2025 Jan 27, 2026
PROFUND ADVISORS LLC History New 3,389 213 0.01% 215 +3,389 New Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 3,370 212 0.0% 216 +3,370 New Q4 2025 Feb 12, 2026
Vestcor Inc History No change 3,317 209 0.01% 0.01% 217 0 0.0% Q4 2025 Feb 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 3,302 208 0.01% 0.0% 218 +2,048 163.32% Q4 2025 Feb 11, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 3,294 207 0.03% 0.03% 219 -20 -0.6% Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History New 3,258 205 0.0% 220 +3,258 New Q4 2025 Feb 10, 2026
State of Wyoming History Added to 2,800 176 0.02% 0.02% 221 +90 3.32% Q4 2025 Feb 11, 2026
McIlrath & Eck, LLC History Reduced 2,753 173 0.02% 0.07% 222 -7,303 -72.62% Q4 2025 Feb 03, 2026
Blue Trust, Inc. History Reduced 2,553 161 0.0% 0.0% 223 -42 -1.62% Q4 2025 Jan 16, 2026
NBC SECURITIES, INC. History Reduced 2,387 150 0.01% 0.02% 224 -1,486 -38.37% Q4 2025 Jan 29, 2026
Farther Finance Advisors, LLC History Added to 2,174 137 0.0% 0.0% 225 +292 15.52% Q4 2025 Jan 23, 2026
Aquatic Capital Management LLC History Reduced 2,100 132 0.0% 0.02% 226 -17,708 -89.4% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 1,880 118 0.0% 0.0% 227 +613 48.38% Q4 2025 Mar 16, 2026
OSAIC HOLDINGS, INC. History Reduced 1,841 116 0.0% 0.0% 228 -8,743 -82.61% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 1,446 89 0.0% 0.0% 229 -4,644 -76.26% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 1,400 88 0.0% 230 +1,400 New Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 1,344 84 0.0% 0.0% 231 +1,300 2954.55% Q4 2025 Feb 02, 2026
KBC Group NV History No change 1,252 79 0.0% 0.0% 232 0 0.0% Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History No change 1,000 63 0.0% 0.0% 233 0 0.0% Q4 2025 Jan 20, 2026
MCGUIRE CAPITAL ADVISORS INC History New 979 61 0.04% 234 +979 New Q4 2025 Feb 19, 2026
GAMMA Investing LLC History Added to 860 54 0.0% 0.0% 235 +511 146.42% Q4 2025 Jan 05, 2026
CWM, LLC History Reduced 843 53 0.0% 0.0% 236 -130 -13.36% Q4 2025 Jan 26, 2026
Caitong International Asset Management Co., Ltd History Added to 778 49 0.01% 237 +776 38800.0% Q4 2025 Mar 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 753 47 0.0% 0.0% 238 +246 48.52% Q4 2025 Feb 06, 2026
Harvest Fund Management Co., Ltd History Reduced 722 46 0.0% 0.01% 239 -2,257 -75.76% Q4 2025 Feb 11, 2026
Covestor Ltd History Added to 669 42 0.02% 0.01% 241 +334 99.7% Q4 2025 Feb 06, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 667 42 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 05, 2026
BNP Paribas Asset Management Holding S.A. History Added to 654 41 0.0% 0.0% 242 +201 44.37% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 637 40 0.0% 243 +637 New Q4 2025 Feb 13, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 619 39 0.01% 0.01% 244 0 0.0% Q4 2025 Jan 12, 2026
Plante Moran Financial Advisors, LLC History No change 631 39 0.0% 0.0% 245 0 0.0% Q4 2025 Feb 05, 2026
Versant Capital Management, Inc History Added to 591 37 0.0% 0.01% 246 +12 2.07% Q4 2025 Jan 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 480 30 0.0% 0.0% 247 +95 24.68% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 481 30 0.0% 0.0% 248 +60 14.25% Q4 2025 Feb 17, 2026
MASECO LLP History Added to 479 30 0.0% 0.0% 249 +3 0.63% Q4 2025 Jan 22, 2026
QUADRANT CAPITAL GROUP LLC History Added to 466 29 0.0% 0.0% 250 +34 7.87% Q4 2025 Feb 13, 2026
Clark Wealth Partners History No change 468 29 0.02% 0.02% 251 0 0.0% Q4 2025 Feb 04, 2026
Arax Advisory Partners History Reduced 450 28 0.0% 0.0% 252 -187 -29.36% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 405 25 0.0% 0.0% 253 -155 -27.68% Q4 2025 Jan 15, 2026
Physician Wealth Advisors, Inc. History Reduced 347 21 0.0% 0.0% 254 -10 -2.8% Q4 2025 Jan 29, 2026
Salomon & Ludwin, LLC History Added to 312 20 0.0% 0.0% 255 +252 420.0% Q4 2025 Jan 28, 2026
SIGNATUREFD, LLC History Reduced 298 18 0.0% 0.0% 256 -37 -11.04% Q4 2025 Jan 20, 2026
Sterling Capital Management LLC History Added to 285 17 0.0% 0.0% 257 +178 166.36% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 253 15 0.0% 0.0% 258 -150 -37.22% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History Reduced 234 14 0.0% 0.0% 259 -9 -3.7% Q4 2025 Feb 11, 2026
DANSKE BANK A/S History Reduced 200 12 0.0% 0.0% 260 -25,138 -99.21% Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Added to 192 12 0.0% 0.0% 262 +15 8.47% Q4 2025 Feb 10, 2026
Smithfield Trust Co History No change 195 12 0.0% 0.0% 261 0 0.0% Q4 2025 Feb 09, 2026
UMB Bank, n.a. History Added to 163 10 0.0% 0.0% 263 +52 46.85% Q4 2025 Feb 13, 2026
Kemnay Advisory Services Inc. History New 153 9 0.0% 264 +153 New Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 126 7 0.0% 267 +126 New Q4 2025 Feb 09, 2026
Kozak & Associates, Inc. History Added to 104 7 0.0% 0.0% 265 +1 0.97% Q4 2025 Jan 12, 2026
Federation des caisses Desjardins du Quebec History No change 123 7 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 109 6 0.0% 272 +109 New Q4 2025 Feb 03, 2026
SUMMIT SECURITIES GROUP LLC History New 106 6 0.0% 269 +106 New Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Added to 105 6 0.0% 0.0% 268 +11 11.7% Q4 2025 Feb 12, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 100 6 0.0% 0.0% 270 0 0.0% Q4 2025 Feb 02, 2026
Steward Partners Investment Advisory, LLC History No change 103 6 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 12, 2026
Colonial Trust Co / SC History No change 103 6 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 12, 2026
LRI Investments, LLC History No change 101 6 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 04, 2026
ASSETMARK, INC History Added to 84 5 0.0% 0.0% 275 +11 15.07% Q4 2025 Jan 23, 2026
Capital Analysts, LLC History No change 82 5 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 65 4 0.0% 278 +65 New Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History Added to 72 4 0.0% 0.0% 277 +30 71.43% Q4 2025 Feb 13, 2026
WealthCollab, LLC History No change 71 4 0.0% 0.0% 279 0 0.0% Q4 2025 Jan 27, 2026
EverSource Wealth Advisors, LLC History Reduced 62 3 0.0% 0.0% 281 -142 -69.61% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History New 59 3 0.0% 282 +59 New Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 58 3 0.0% 0.0% 280 +16 38.1% Q4 2025 Jan 14, 2026
BESSEMER GROUP INC History Reduced 28 2 0.0% 0.0% 283 -82 -74.55% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 39 2 0.0% 284 +33 550.0% Q4 2025 Feb 10, 2026
Bogart Wealth, LLC History No change 32 2 0.0% 0.0% 285 0 0.0% Q4 2025 Jan 30, 2026
Westfuller Advisors, LLC History No change 41 2 0.0% 0.0% 286 0 0.0% Q4 2025 Jan 21, 2026
Optiver Holding B.V. History Reduced 25 1 0.0% 0.0% 290 -145 -85.29% Q4 2025 Feb 17, 2026
Dogwood Wealth Management LLC History Reduced 24 1 0.0% 0.0% 295 -43 -64.18% Q4 2025 Feb 04, 2026
IMA Advisory Services, Inc. History New 30 1 0.0% 288 +30 New Q4 2025 Feb 11, 2026
Cornerstone Financial Management LLC History New 19 1 0.0% 296 +19 New Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History Added to 25 1 0.0% 293 +16 177.78% Q4 2025 Feb 06, 2026
True Wealth Design, LLC History Added to 28 1 0.0% 0.0% 292 +5 21.74% Q4 2025 Jan 08, 2026
Fortitude Family Office, LLC History Reduced 16 1 0.0% 0.0% 291 -4 -20.0% Q4 2025 Jan 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 27 1 0.0% 0.0% 287 0 0.0% Q4 2025 Feb 03, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 22 1 0.0% 0.0% 289 0 0.0% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History No change 31 1 0.0% 0.0% 294 0 0.0% Q4 2025 Feb 13, 2026
Select Equity Group, L.P. History Closed out 0 0 0.16% -616,742 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.02% -74,829 -100.0% Q3 2025 Oct 30, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.01% -70,779 -100.0% Q3 2025 Nov 14, 2025
WINTON GROUP Ltd History Closed out 0 0 0.15% -63,925 -100.0% Q3 2025 Nov 13, 2025
Magnetar Financial LLC History Closed out 0 0 0.02% -61,280 -100.0% Q3 2025 Nov 13, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.02% -41,378 -100.0% Q3 2025 Nov 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -39,300 -100.0% Q3 2025 Nov 13, 2025
Jasper Ridge Partners, L.P. History Closed out 0 0 0.05% -31,675 -100.0% Q3 2025 Nov 17, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -23,594 -100.0% Q3 2025 Nov 13, 2025
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.05% -18,100 -100.0% Q3 2025 Nov 14, 2025
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.02% -17,758 -100.0% Q3 2025 Nov 14, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -16,230 -100.0% Q3 2025 Nov 14, 2025
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 0.03% -16,017 -100.0% Q3 2025 Nov 13, 2025
Comprehensive Financial Management LLC History Closed out 0 0 0.02% -12,119 -100.0% Q3 2025 Nov 14, 2025
Apollon Wealth Management, LLC History Closed out 0 0 0.01% -12,085 -100.0% Q3 2025 Oct 17, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -10,743 -100.0% Q3 2025 Nov 14, 2025
Harvest Investment Services, LLC History Closed out 0 0 0.13% -9,903 -100.0% Q3 2025 Nov 17, 2025
STRS OHIO History Closed out 0 0 0.0% -9,600 -100.0% Q3 2025 Oct 30, 2025
Scientech Research LLC History Closed out 0 0 0.21% -9,461 -100.0% Q3 2025 Nov 14, 2025
Tidal Investments LLC History Closed out 0 0 0.0% -9,355 -100.0% Q3 2025 Nov 14, 2025
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Closed out 0 0 0.01% -8,060 -100.0% Q3 2025 Nov 10, 2025
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 2.28% -7,338 -100.0% Q3 2025 Feb 17, 2026
Cynosure Group, LLC History Closed out 0 0 0.04% -5,725 -100.0% Q3 2025 Nov 13, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.06% -5,610 -100.0% Q3 2025 Nov 13, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -4,962 -100.0% Q3 2025 Jan 13, 2026
ClearAlpha Technologies LP History Closed out 0 0 0.65% -3,692 -100.0% Q3 2025 Nov 14, 2025
Caprock Group, LLC History Closed out 0 0 0.01% -3,544 -100.0% Q3 2025 Nov 06, 2025
Longboard Asset Management, LP History Closed out 0 0 0.37% -3,507 -100.0% Q3 2025 Oct 22, 2025
AMG National Trust Bank History Closed out 0 0 0.0% -3,150 -100.0% Q3 2025 Nov 10, 2025
HB Wealth Management, LLC History Closed out 0 0 0.0% -3,102 -100.0% Q3 2025 Oct 23, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -1,900 -100.0% Q3 2025 Nov 18, 2025
BI Asset Management Fondsmaeglerselskab A/S History Closed out 0 0 0.0% -463 -100.0% Q3 2025 Nov 05, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -375 -100.0% Q3 2025 Nov 12, 2025
Clayton Financial Group LLC History Closed out 0 0 0.01% -147 -100.0% Q3 2025 Oct 15, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -69 -100.0% Q3 2025 Nov 12, 2025
Quarry LP History Closed out 0 0 0.0% -54 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -16 -100.0% Q3 2025 Nov 14, 2025
OPTIMA CAPITAL LLC History New 9 0 +9 New Q4 2025 Jan 23, 2026
Cloud Capital Management, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 03, 2025
GILPIN WEALTH MANAGEMENT, LLC History New 5 0 +5 New Q4 2025 Feb 11, 2026
JPL Wealth Management, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 14, 2025
Ankerstar Wealth, LLC History New 3 0 +3 New Q4 2025 Feb 12, 2026
Bay Harbor Wealth Management, LLC History Added to 7 0 +2 40.0% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History Added to 7 0 +1 16.67% Q4 2025 Jan 12, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
IFP Advisors, Inc History No change 7 0 0 0.0% Q4 2025 Feb 06, 2026
CVA Family Office, LLC History No change 10 0 0 0.0% Q4 2025 Jan 12, 2026
Bell Investment Advisors, Inc History No change 13 0 0 0.0% Q4 2025 Feb 24, 2026
SJS Investment Consulting Inc. History No change 8 0 0 0.0% Q4 2025 Jan 21, 2026
DiNuzzo Private Wealth, Inc. History No change 13 0 0 0.0% Q4 2025 Jan 16, 2026
Turning Point Benefit Group, Inc. History No change 2 0 0 0.0% Q4 2025 Jan 30, 2026
HFM Investment Advisors, LLC History No change 5 0 0 0.0% Q4 2025 Feb 05, 2026