Vital Farms, Inc. - VITL

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 5,660,225 180,787 0.0% 0.0% 1 +2,706,734 91.65% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 2,845,714 90,892 0.0% 0.0% 2 +530,008 22.89% Q4 2025 Jan 29, 2026
WASATCH ADVISORS LP History New 2,687,246 85,830 0.51% 3 +2,687,246 New Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,047,955 65,411 0.01% 0.01% 4 +26,150 1.29% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,561,978 49,889 0.0% 0.0% 5 +213,818 15.86% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,520,471 48,563 0.02% 0.03% 6 +142,790 10.36% Q4 2025 Feb 02, 2026
STATE STREET CORP History Added to 1,293,788 41,323 0.0% 0.0% 7 +508,222 64.7% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Added to 1,173,263 37,474 0.04% 0.03% 8 +519,369 79.43% Q4 2025 Jan 29, 2026
EMERALD ADVISERS, LLC History Added to 1,162,022 37,114 1.14% 1.31% 9 +171,397 17.3% Q4 2025 Feb 09, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,069,483 34,159 0.02% 0.02% 10 -30,791 -2.8% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 980,423 31,314 0.01% 0.02% 11 +113,202 13.05% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 957,304 30,579 0.01% 0.01% 12 +14,825 1.57% Q4 2025 Feb 12, 2026
MARSHALL WACE, LLP History Added to 956,155 30,539 0.03% 0.03% 13 +276,382 40.66% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 879,345 28,091 0.0% 0.0% 14 +8,903 1.02% Q4 2025 Feb 09, 2026
TWO SIGMA INVESTMENTS, LP History Added to 841,908 26,890 0.04% 0.05% 15 +1,400 0.17% Q4 2025 Feb 17, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History New 799,448 25,534 0.07% 16 +799,448 New Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 761,765 24,330 0.0% 0.0% 17 +109,695 16.82% Q4 2025 Mar 25, 2026
CITADEL ADVISORS LLC History Reduced 749,437 23,937 0.0% 0.01% 18 -375,682 -33.39% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 699,988 22,357 0.0% 0.0% 19 -58,226 -7.68% Q4 2025 Feb 17, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Added to 698,053 22,295 1.09% 1.31% 20 +79,479 12.85% Q4 2025 Feb 09, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Added to 685,000 21,878 1.38% 1.5% 21 +162,500 31.1% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 676,454 21,607 0.0% 0.0% 22 +5,519 0.82% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 657,979 21,542 0.01% 0.01% 23 +121,904 22.74% Q4 2025 Feb 18, 2026
FMR LLC History Reduced 672,934 21,493 0.0% 0.0% 24 -579,137 -46.25% Q4 2025 Feb 17, 2026
Ranger Investment Management, L.P. History Added to 583,240 18,628 1.28% 0.68% 25 +345,540 145.37% Q4 2025 Feb 13, 2026
Divisadero Street Capital Management, LP History Reduced 534,780 17,080 0.8% 1.78% 26 -458,558 -46.16% Q4 2025 Feb 17, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 517,988 16,550 0.26% 0.35% 27 +1,260 0.24% Q4 2025 Feb 13, 2026
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC History Added to 507,320 16,203 14.38% 12.67% 28 +149,661 41.84% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 503,894 16,094 0.02% 0.01% 29 +366,394 266.47% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 482,500 15,411 0.03% 0.03% 30 +105,700 28.05% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Added to 448,770 14,333 0.13% 0.01% 31 +421,554 1548.92% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 363,207 11,600 0.0% 0.0% 32 +11,896 3.39% Q4 2025 Feb 17, 2026
Woodline Partners LP History New 362,933 11,592 0.04% 33 +362,933 New Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 337,692 10,785 0.0% 0.0% 34 +31,925 10.44% Q4 2025 Feb 13, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Added to 335,630 10,720 0.45% 0.43% 35 +104,215 45.03% Q4 2025 Feb 17, 2026
First Eagle Investment Management, LLC History Added to 330,179 10,545 0.02% 0.02% 36 +48,932 17.4% Q4 2025 Feb 04, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 327,898 10,473 0.14% 0.17% 37 +14,679 4.69% Q4 2025 Feb 13, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Reduced 257,178 8,214 0.06% 0.18% 38 -362,246 -58.48% Q4 2025 Feb 17, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Added to 248,086 7,923 0.24% 0.24% 39 +54,192 27.95% Q4 2025 Jan 28, 2026
Impax Asset Management Group plc History Added to 238,915 7,630 0.05% 0.03% 40 +130,000 119.36% Q4 2025 Jan 29, 2026
DEUTSCHE BANK AG\ History Added to 232,969 7,441 0.0% 0.0% 41 +137,772 144.72% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Reduced 225,241 7,194 0.0% 0.0% 42 -54,296 -19.42% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 225,118 7,190 0.01% 0.01% 43 +61,865 37.9% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 220,385 7,039 0.02% 0.01% 44 +140,302 175.2% Q4 2025 Feb 12, 2026
Granahan Investment Management, LLC History New 216,551 6,916 0.3% 45 +216,551 New Q4 2025 Feb 17, 2026
Mawer Investment Management Ltd. History New 216,077 6,901 0.04% 46 +216,077 New Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Added to 214,632 6,855 0.0% 0.0% 47 +99,156 85.87% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 212,921 6,800 0.0% 0.0% 48 -6,529 -2.98% Q4 2025 Feb 10, 2026
RENAISSANCE GROUP LLC History Reduced 212,647 6,791 0.27% 0.36% 49 -18,521 -8.01% Q4 2025 Feb 11, 2026
AWM Investment Company, Inc. History Reduced 204,701 6,538 0.63% 0.93% 50 -37,548 -15.5% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 204,544 6,533 0.0% 0.0% 51 -89,543 -30.45% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 202,146 6,456 0.0% 0.0% 52 +78,664 63.7% Q4 2025 Feb 11, 2026
Verition Fund Management LLC History Added to 201,232 6,427 0.03% 0.01% 53 +156,547 350.33% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 193,605 6,183 0.01% 0.01% 54 -103 -0.05% Q4 2025 Feb 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 192,884 6,160 0.02% 55 +192,884 New Q4 2025 Feb 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 185,300 5,918 0.33% 0.45% 56 -16,473 -8.16% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 180,699 5,771 0.0% 0.0% 57 -9,810 -5.15% Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History New 170,111 5,433 0.16% 58 +170,111 New Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 168,264 5,374 0.0% 0.0% 59 +82,086 95.25% Q4 2025 Feb 19, 2026
FIRST TRUST ADVISORS LP History Added to 153,473 4,901 0.0% 0.0% 60 +26,600 20.97% Q4 2025 Feb 13, 2026
De Lisle Partners LLP History Added to 152,771 4,879 0.63% 0.76% 61 +2,000 1.33% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 146,087 4,666 0.0% 0.0% 62 -43,111 -22.79% Q4 2025 Jan 29, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 128,560 4,106 0.01% 63 +128,560 New Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Reduced 128,500 4,104 0.0% 0.01% 64 -28,826 -18.32% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 128,133 4,092 0.0% 0.0% 65 -75,061 -36.94% Q4 2025 Feb 12, 2026
Susquehanna Portfolio Strategies, LLC History Added to 111,689 3,567 0.06% 0.04% 66 +57,999 108.03% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 110,753 3,537 0.0% 0.01% 67 -190,859 -63.28% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 110,077 3,515 0.0% 0.01% 68 +60,936 124.0% Q4 2025 Feb 13, 2026
Van Berkom & Associates Inc. History New 107,758 3,442 0.1% 69 +107,758 New Q4 2025 Feb 02, 2026
PDT Partners, LLC History Reduced 105,784 3,378 0.22% 0.52% 70 -95,932 -47.56% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 103,276 3,298 0.01% 0.01% 71 +14,603 16.47% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 101,291 3,235 0.0% 0.0% 72 +35,129 53.1% Q4 2025 Feb 13, 2026
Hamilton Point Investment Advisors, LLC History New 100,000 3,194 0.49% 73 +100,000 New Q4 2025 Feb 12, 2026
Jump Financial, LLC History Reduced 99,149 3,166 0.04% 0.07% 74 -35,173 -26.19% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 99,090 3,164 0.0% 0.0% 75 -60,480 -37.9% Q4 2025 Feb 17, 2026
FIL Ltd History New 97,828 3,124 0.0% 76 +97,828 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 95,800 3,059 0.0% 0.0% 77 -413,131 -81.18% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Added to 93,398 2,983 0.0% 0.0% 78 +43,480 87.1% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 93,229 2,977 0.0% 0.03% 79 -508,225 -84.5% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 92,599 2,957 0.01% 0.01% 80 +11,648 14.39% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 92,547 2,955 0.0% 0.0% 81 +54,383 142.5% Q4 2025 Feb 09, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 90,800 2,900 0.0% 0.0% 82 -1,200 -1.3% Q4 2025 Feb 17, 2026
Taproot Management LP History New 87,790 2,804 0.45% 83 +87,790 New Q4 2025 Feb 13, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Added to 84,000 2,682 0.65% 0.37% 84 +42,000 100.0% Q4 2025 Feb 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 82,719 2,642 0.0% 0.0% 85 +1,685 2.08% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 82,586 2,637 0.0% 0.0% 86 -12,672 -13.3% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Reduced 81,013 2,587 0.01% 0.01% 87 -1,640 -1.98% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 79,575 2,541 0.0% 0.0% 88 +2,910 3.8% Q4 2025 Feb 13, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Added to 76,852 2,477 0.08% 0.06% 89 +19,509 34.02% Q4 2025 Feb 13, 2026
Granite Investment Partners, LLC History Added to 72,933 2,329 0.14% 0.14% 90 +13,819 23.38% Q4 2025 Feb 12, 2026
CHATHAM CAPITAL GROUP, INC. History Added to 71,995 2,299 0.33% 0.42% 91 +1,020 1.44% Q4 2025 Jan 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 67,983 2,267 0.0% 0.0% 92 -8,371 -10.96% Q4 2025 Jan 08, 2026
Swiss National Bank History Added to 70,500 2,251 0.0% 0.0% 93 +1,400 2.03% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 70,025 2,236 0.0% 0.0% 94 +22,241 46.54% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 68,131 2,176 0.0% 95 +68,131 New Q4 2025 Feb 17, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History Reduced 66,219 2,115 0.15% 0.21% 96 -2,505 -3.65% Q4 2025 Jan 26, 2026
Clean Yield Group History Added to 65,406 2,089 0.58% 0.75% 97 +596 0.92% Q4 2025 Jan 26, 2026
WINTON GROUP Ltd History Added to 65,352 2,087 0.07% 0.02% 98 +54,152 483.5% Q4 2025 Feb 11, 2026
INTERCAPITAL, LLC History New 62,500 1,996 0.7% 99 +62,500 New Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 61,559 1,966 0.17% 0.28% 100 -21,188 -25.61% Q4 2025 Feb 06, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 60,000 1,916 0.0% 0.01% 101 -20,000 -25.0% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 58,400 1,865 0.0% 0.01% 102 -332,169 -85.05% Q4 2025 Feb 17, 2026
E. Ohman J:or Asset Management AB History Added to 58,240 1,860 0.04% 0.04% 103 +12,000 25.95% Q4 2025 Jan 12, 2026
Pathstone Holdings, LLC History New 57,782 1,845 0.01% 104 +57,782 New Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 57,396 1,833 0.0% 0.0% 105 +37,013 181.59% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 55,264 1,765 0.0% 0.0% 106 -844 -1.5% Q4 2025 Feb 13, 2026
MIROVA History Reduced 48,975 1,564 0.23% 0.31% 107 -5,136 -9.49% Q4 2025 Feb 13, 2026
Green Alpha Advisors, LLC History Added to 48,050 1,534 1.41% 1.87% 108 +861 1.82% Q4 2025 Jan 07, 2026
ALGERT GLOBAL LLC History Reduced 47,184 1,507 0.02% 0.2% 109 -247,450 -83.99% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 46,073 1,471 0.0% 0.0% 110 +4,487 10.79% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 44,120 1,409 0.0% 0.0% 111 +11,420 34.92% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 41,104 1,312 0.0% 0.0% 112 +4,719 12.97% Q4 2025 Feb 11, 2026
Aurora Investment Counsel History Added to 39,675 1,267 0.67% 0.67% 113 +8,543 27.44% Q4 2025 Feb 13, 2026
Taylor Frigon Capital Management LLC History New 39,254 1,253 0.63% 114 +39,254 New Q4 2025 Jan 26, 2026
SG Americas Securities, LLC History Added to 39,055 1,247 0.0% 0.0% 115 +14,776 60.86% Q4 2025 Jan 09, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 38,347 1,225 0.1% 0.05% 116 +23,188 152.97% Q4 2025 Jan 20, 2026
Jackson Creek Investment Advisors LLC History Reduced 36,628 1,170 0.35% 0.45% 117 -948 -2.52% Q4 2025 Feb 09, 2026
MAVERICK CAPITAL LTD History Reduced 35,856 1,145 0.01% 0.06% 118 -70,421 -66.26% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 35,631 1,138 0.0% 0.0% 119 +754 2.16% Q4 2025 Feb 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 35,117 1,121 0.0% 0.0% 120 +1,666 4.98% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History New 34,575 1,104 0.0% 121 +34,575 New Q4 2025 Feb 13, 2026
Advisors Asset Management, Inc. History Added to 34,072 1,088 0.02% 0.02% 122 +479 1.43% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History New 33,848 1,080 0.01% 123 +33,848 New Q4 2025 Jan 23, 2026
NORGES BANK History New 32,705 1,044 0.0% 124 +32,705 New Q4 2025 Feb 10, 2026
CANADA LIFE ASSURANCE Co History Added to 31,960 1,020 0.0% 0.0% 125 +17,593 122.45% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 31,222 997 0.0% 0.0% 126 -8,312 -21.02% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Added to 30,156 963 0.0% 0.0% 127 +26,787 795.1% Q4 2025 Jan 30, 2026
GUGGENHEIM CAPITAL LLC History New 30,047 959 0.01% 128 +30,047 New Q4 2025 Feb 17, 2026
FORMULA GROWTH LTD History New 30,000 958 0.37% 129 +30,000 New Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 27,035 863 0.0% 0.0% 130 +1,958 7.81% Q4 2025 Feb 17, 2026
Andrew Hill Investment Advisors, Inc. History New 26,796 855 0.65% 131 +26,796 New Q4 2025 Jan 23, 2026
GLOBEFLEX CAPITAL L P History No change 25,733 821 0.13% 0.16% 132 0 0.0% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 25,537 816 0.0% 133 +25,537 New Q4 2025 Feb 05, 2026
Wakefield Asset Management LLLP History Reduced 24,787 791 0.21% 0.28% 134 -305 -1.22% Q4 2025 Feb 05, 2026
Walleye Trading LLC History Reduced 24,566 784 0.0% 0.0% 135 -35,874 -59.35% Q4 2025 Feb 13, 2026
SHELTON CAPITAL MANAGEMENT History Added to 23,348 745 0.01% 0.02% 136 +1,268 5.74% Q4 2025 Feb 17, 2026
Global Alpha Capital Management Ltd. History New 21,400 683 0.04% 137 +21,400 New Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Added to 21,365 682 0.0% 0.0% 138 +3,709 21.01% Q4 2025 Mar 16, 2026
Bridgefront Capital, LLC History Added to 21,240 678 0.17% 0.17% 139 +6,806 47.15% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 20,244 673 0.0% 0.0% 140 +10,809 114.56% Q4 2025 Feb 11, 2026
Malaga Cove Capital, LLC History New 20,823 665 0.23% 141 +20,823 New Q4 2025 Feb 09, 2026
Brevan Howard Capital Management LP History Added to 20,784 663 0.01% 0.0% 142 +15,093 265.21% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 20,509 655 0.0% 0.0% 143 +2,189 11.95% Q4 2025 Feb 02, 2026
IMC-Chicago, LLC History Reduced 19,878 634 0.0% 0.0% 144 -20,735 -51.06% Q4 2025 Jan 29, 2026
MetLife Investment Management, LLC History Reduced 19,285 615 0.0% 0.0% 145 -1,166 -5.7% Q4 2025 Feb 12, 2026
Raiffeisen Bank International AG History No change 18,000 593 0.01% 0.01% 146 0 0.0% Q4 2025 Feb 12, 2026
MBM WEALTH CONSULTANTS, LLC History New 18,237 582 0.14% 147 +18,237 New Q4 2025 Jan 26, 2026
ROYAL BANK OF CANADA History New 18,024 575 0.0% 148 +18,024 New Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History New 17,000 542 0.01% 149 +17,000 New Q4 2025 Jan 16, 2026
Marex Group plc History New 16,832 537 0.0% 150 +16,832 New Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 16,780 535 0.0% 151 +16,780 New Q4 2025 Feb 13, 2026
Foresight Group Ltd Liability Partnership History Added to 15,759 519 0.08% 0.09% 152 +1,447 10.11% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 16,046 512 0.0% 0.0% 153 -49 -0.3% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 15,804 504 0.0% 0.01% 154 -221,996 -93.35% Q4 2025 Mar 12, 2026
Impact Investors, Inc History Reduced 15,482 494 0.34% 0.8% 156 -14,079 -47.63% Q4 2025 Jan 21, 2026
JANUS HENDERSON GROUP PLC History No change 15,485 494 0.0% 0.0% 155 0 0.0% Q4 2025 Feb 17, 2026
Union Bancaire Privee, UBP SA History Added to 15,033 488 0.01% 0.01% 157 +5,031 50.3% Q4 2025 Jan 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 15,156 484 0.0% 0.0% 158 +2,887 23.53% Q4 2025 Jan 27, 2026
VICTORY CAPITAL MANAGEMENT INC History New 15,093 482 0.0% 159 +15,093 New Q4 2025 Feb 13, 2026
WESBANCO BANK INC History New 15,000 479 0.01% 160 +15,000 New Q4 2025 Feb 03, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 14,846 474 0.0% 0.01% 161 0 0.0% Q4 2025 Feb 10, 2026
Inspire Investing, LLC History Reduced 14,546 464 0.04% 0.14% 164 -19,452 -57.22% Q4 2025 Feb 17, 2026
CHESAPEAKE CAPITAL CORP /IL/ History Reduced 14,550 464 0.39% 0.7% 162 -4,458 -23.45% Q4 2025 Feb 03, 2026
Tidal Investments LLC History Reduced 14,550 464 0.0% 0.0% 163 -4,458 -23.45% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 14,364 458 0.01% 0.03% 165 -5,318 -27.02% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 14,102 450 0.0% 0.03% 166 -193,982 -93.22% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 13,877 443 0.0% 0.0% 167 -1,973 -12.45% Q4 2025 Feb 17, 2026
NATURAL INVESTMENTS, LLC History Added to 13,472 430 0.11% 0.11% 168 +2,278 20.35% Q4 2025 Jan 23, 2026
Cambridge Investment Research Advisors, Inc. History Added to 13,294 425 0.0% 0.0% 169 +3,634 37.62% Q4 2025 Feb 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 13,192 421 0.0% 0.01% 170 -226,103 -94.49% Q4 2025 Feb 10, 2026
Graham Capital Management, L.P. History Reduced 13,004 415 0.01% 0.01% 171 -228 -1.72% Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 12,407 396 0.2% 172 +12,407 New Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 12,219 390 0.0% 0.0% 173 +7,991 189.0% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History Added to 12,229 390 0.01% 0.01% 174 +2,876 30.75% Q4 2025 Jan 13, 2026
CIM, LLC History Reduced 12,061 385 0.05% 0.07% 175 -490 -3.9% Q4 2025 Feb 18, 2026
Abacus Wealth Partners, LLC History New 11,818 377 0.04% 177 +11,818 New Q4 2025 Feb 05, 2026
Allspring Global Investments Holdings, LLC History Added to 12,664 377 0.0% 0.0% 176 +1,117 9.67% Q4 2025 Jan 15, 2026
Engineers Gate Manager LP History Added to 11,671 372 0.0% 0.0% 178 +3,789 48.07% Q4 2025 Feb 17, 2026
Blueshift Asset Management, LLC History New 11,153 356 0.1% 179 +11,153 New Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History New 11,000 351 0.0% 180 +11,000 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 10,962 350 0.0% 0.0% 181 0 0.0% Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Added to 10,715 342 0.0% 0.0% 182 +9,561 828.51% Q4 2025 Feb 05, 2026
PARK AVENUE SECURITIES LLC History Added to 10,605 339 0.0% 0.0% 183 +1,218 12.98% Q4 2025 Jan 05, 2026
BENJAMIN EDWARDS INC History Added to 10,594 338 0.0% 0.0% 184 +1,286 13.82% Q4 2025 Feb 02, 2026
Arizona State Retirement System History Reduced 9,894 316 0.0% 0.0% 185 -650 -6.16% Q4 2025 Jan 28, 2026
Vontobel Holding Ltd. History Reduced 9,722 310 0.0% 0.0% 186 -4,949 -33.73% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 9,706 310 0.0% 0.0% 187 +116 1.21% Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History Added to 9,495 303 0.0% 0.0% 188 +104 1.11% Q4 2025 Feb 12, 2026
CWC Advisors, LLC. History Reduced 9,357 298 0.14% 0.19% 189 -14 -0.15% Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History New 9,242 295 0.0% 191 +9,242 New Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 9,235 295 0.0% 190 +9,235 New Q4 2025 Jan 30, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History New 9,200 294 0.0% 192 +9,200 New Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 9,200 293 0.0% 193 +9,200 New Q4 2025 Feb 10, 2026
Keebeck Wealth Management History Reduced 9,194 293 0.03% 0.07% 194 -5,350 -36.78% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History Added to 9,066 289 0.01% 0.01% 195 +3,552 64.42% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 8,859 282 0.0% 0.0% 196 0 0.0% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Reduced 8,670 276 0.0% 0.0% 197 -2,209 -20.31% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History New 9,980 274 0.0% 198 +9,980 New Q4 2025 Jan 21, 2026
Hanson & Doremus Investment Management History Added to 8,552 273 0.03% 0.03% 199 +2,633 44.48% Q4 2025 Jan 20, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History New 8,500 271 0.0% 200 +8,500 New Q4 2025 Feb 04, 2026
PFG Investments, LLC History New 8,445 269 0.01% 201 +8,445 New Q4 2025 Jan 26, 2026
AlphaQuest LLC History Reduced 8,152 260 0.01% 0.04% 202 -5,067 -38.33% Q4 2025 Feb 09, 2026
KLP KAPITALFORVALTNING AS History No change 8,000 255 0.0% 0.0% 203 0 0.0% Q4 2025 Jan 28, 2026
XTX Topco Ltd History Reduced 7,779 248 0.01% 0.07% 204 -24,298 -75.75% Q4 2025 Feb 17, 2026
Candriam S.C.A. History New 7,594 242 0.0% 205 +7,594 New Q4 2025 Feb 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 7,516 240 0.02% 206 +7,516 New Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 8,301 239 0.0% 0.0% 207 0 0.0% Q4 2025 Jan 28, 2026
BCS Private Wealth Management, Inc. History Added to 7,400 236 0.08% 0.09% 208 +1,125 17.93% Q4 2025 Jan 26, 2026
State of Tennessee, Department of Treasury History New 8,235 234 0.0% 209 +8,235 New Q4 2025 Feb 18, 2026
Man Group plc History Reduced 7,047 225 0.0% 0.0% 211 -60,835 -89.62% Q4 2025 Feb 17, 2026
NAVELLIER & ASSOCIATES INC History Reduced 7,066 225 0.03% 0.03% 210 -455 -6.05% Q4 2025 Feb 03, 2026
Tower Research Capital LLC (TRC) History Added to 6,926 221 0.01% 0.0% 213 +5,290 323.35% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Added to 6,912 221 0.0% 0.0% 212 +495 7.71% Q4 2025 Feb 13, 2026
Jain Global LLC History Reduced 6,820 217 0.0% 0.01% 214 -40,680 -85.64% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 6,764 216 0.0% 0.0% 215 +841 14.2% Q4 2025 Feb 06, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 6,400 204 0.0% 24.53% 216 -121,994 -95.02% Q4 2025 Feb 17, 2026
Traynor Capital Management, Inc. History New 6,350 202 0.01% 217 +6,350 New Q4 2025 Jan 12, 2026
Caitong International Asset Management Co., Ltd History Added to 6,088 194 0.05% 0.04% 218 +4,760 358.43% Q4 2025 Mar 03, 2026
Spire Wealth Management History Reduced 5,500 175 0.01% 0.01% 219 -1,800 -24.66% Q4 2025 Jan 14, 2026
BOKF, NA History Reduced 5,355 171 0.0% 0.0% 220 -154 -2.8% Q4 2025 Feb 03, 2026
ASSETMARK, INC History Reduced 3,730 119 0.0% 0.0% 221 -1,180 -24.03% Q4 2025 Jan 23, 2026
Groupe la Francaise History Added to 3,600 114 0.0% 0.0% 222 +1,500 71.43% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,538 113 0.0% 0.0% 223 +341 10.67% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History New 3,330 106 0.0% 224 +3,330 New Q4 2025 Feb 13, 2026
CADEN CAPITAL PARTNERS, LP History New 3,091 98 0.22% 225 +3,091 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 2,894 92 0.0% 0.0% 226 0 0.0% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Added to 2,590 82 0.0% 0.0% 227 +2,330 896.15% Q4 2025 Jan 05, 2026
VIRTUS ADVISERS, LLC History No change 2,542 81 0.04% 0.06% 228 0 0.0% Q4 2025 Feb 13, 2026
State of Wyoming History New 2,080 66 0.01% 229 +2,080 New Q4 2025 Feb 11, 2026
Smithfield Trust Co History No change 1,883 60 0.0% 0.0% 230 0 0.0% Q4 2025 Feb 09, 2026
Frazier Financial Advisors, LLC History No change 1,576 50 0.03% 0.04% 231 0 0.0% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,452 46 0.0% 0.0% 233 +1,006 225.56% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 1,457 46 0.0% 0.0% 232 -353 -19.5% Q4 2025 Feb 10, 2026
CWM, LLC History Reduced 1,364 44 0.0% 0.0% 234 -352 -20.51% Q4 2025 Jan 26, 2026
KBC Group NV History No change 1,278 41 0.0% 0.0% 235 0 0.0% Q4 2025 Jan 26, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,236 39 0.0% 0.0% 236 -38 -2.98% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,009 32 0.0% 238 +1,009 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 1,031 32 0.0% 239 +1,008 4382.61% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Reduced 1,019 32 0.0% 0.0% 237 -107 -9.5% Q4 2025 Feb 11, 2026
1620 INVESTMENT ADVISORS, INC. History No change 863 27 0.02% 0.02% 240 0 0.0% Q4 2025 Feb 05, 2026
Quarry LP History New 839 26 0.0% 241 +839 New Q4 2025 Feb 13, 2026
Triumph Capital Management History New 775 24 0.01% 242 +775 New Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 714 22 0.0% 0.0% 243 +24 3.48% Q4 2025 Jan 14, 2026
Smartleaf Asset Management LLC History Added to 649 21 0.0% 0.0% 244 +120 22.68% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 602 18 0.0% 0.0% 245 -24 -3.83% Q4 2025 Jan 26, 2026
Quantbot Technologies LP History Reduced 523 16 0.0% 0.1% 246 -87,199 -99.4% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History No change 520 16 0.0% 0.0% 247 0 0.0% Q4 2025 Feb 18, 2026
NISA INVESTMENT ADVISORS, LLC History No change 470 15 0.0% 0.0% 248 0 0.0% Q4 2025 Jan 15, 2026
EverSource Wealth Advisors, LLC History Added to 449 14 0.0% 0.0% 249 +157 53.77% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History No change 395 13 0.0% 0.0% 250 0 0.0% Q4 2025 Feb 05, 2026
PROFFITT & GOODSON INC History New 395 12 0.0% 251 +395 New Q4 2025 Jan 27, 2026
SIGNATUREFD, LLC History Reduced 336 10 0.0% 0.0% 252 -173 -33.99% Q4 2025 Jan 20, 2026
First Pacific Financial History No change 344 10 0.0% 0.0% 253 0 0.0% Q4 2025 Jan 16, 2026
WHITTIER TRUST CO History No change 316 9 0.0% 0.0% 254 0 0.0% Q4 2025 Jan 26, 2026
SBI Securities Co., Ltd. History Added to 278 8 0.0% 0.0% 255 +11 4.12% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History New 246 7 0.0% 256 +246 New Q4 2025 Jan 26, 2026
Sterling Capital Management LLC History Added to 230 7 0.0% 0.0% 257 +146 173.81% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History New 200 6 0.0% 258 +200 New Q4 2025 Feb 09, 2026
Transamerica Financial Advisors, LLC History Added to 207 6 0.0% 0.0% 259 +41 24.7% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History New 182 5 0.0% 261 +182 New Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 165 5 0.0% 260 +165 New Q4 2025 Jan 21, 2026
Boreal Capital Management LLC History New 150 4 0.0% 266 +150 New Q4 2025 Feb 17, 2026
Torren Management, LLC History New 137 4 0.0% 267 +137 New Q4 2025 Jan 30, 2026
UMB Bank, n.a. History New 135 4 0.0% 262 +135 New Q4 2025 Feb 13, 2026
Aster Capital Management (DIFC) Ltd History New 132 4 0.0% 265 +132 New Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 143 4 0.0% 0.0% 263 -2 -1.38% Q4 2025 Jan 07, 2026
Federation des caisses Desjardins du Quebec History No change 141 4 0.0% 0.0% 264 0 0.0% Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 100 3 0.0% 268 +100 New Q4 2025 Feb 03, 2026
HANTZ FINANCIAL SERVICES, INC. History New 76 2 0.0% 269 +76 New Q4 2025 Feb 09, 2026
Manchester Capital Management LLC History No change 64 2 0.0% 0.0% 270 0 0.0% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 54 1 0.0% 273 +54 New Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Added to 55 1 0.0% 0.0% 276 +30 120.0% Q4 2025 Jan 23, 2026
Covestor Ltd History Reduced 44 1 0.0% 0.0% 275 -24 -35.29% Q4 2025 Feb 06, 2026
TRUST CO OF VERMONT History No change 62 1 0.0% 0.0% 271 0 0.0% Q4 2025 Jan 16, 2026
VISION FINANCIAL MARKETS LLC History No change 50 1 0.0% 0.0% 272 0 0.0% Q4 2025 Jan 22, 2026
Steward Partners Investment Advisory, LLC History No change 43 1 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 12, 2026
Crews Bank & Trust History No change 50 1 0.0% 0.0% 277 0 0.0% Q4 2025 Jan 21, 2026
AMAZON COM INC History Closed out 0 0 2.55% -1,529,230 -100.0% Q3 2025 Nov 04, 2025
LORD, ABBETT & CO. LLC History Closed out 0 0 0.13% -1,048,977 -100.0% Q3 2025 Nov 13, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.02% -387,191 -100.0% Q3 2025 Nov 13, 2025
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.07% -208,653 -100.0% Q3 2025 Nov 10, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.28% -109,051 -100.0% Q3 2025 Nov 13, 2025
Soviero Asset Management, LP History Closed out 0 0 0.98% -46,000 -100.0% Q3 2025 Nov 14, 2025
Caption Management, LLC History Closed out 0 0 0.01% -42,000 -100.0% Q3 2025 Nov 14, 2025
Numerai GP LLC History Closed out 0 0 0.24% -40,982 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.01% -40,600 -100.0% Q3 2025 Nov 14, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -39,755 -100.0% Q3 2025 Nov 14, 2025
Capula Management Ltd History Closed out 0 0 0.01% -31,722 -100.0% Q3 2025 Nov 14, 2025
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -30,468 -100.0% Q3 2025 Nov 12, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.02% -30,373 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.02% -23,504 -100.0% Q3 2025 Nov 17, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.15% -23,285 -100.0% Q3 2025 Nov 12, 2025
Sigma Planning Corp History Closed out 0 0 0.03% -22,651 -100.0% Q3 2025 Nov 10, 2025
Vestcor Inc History Closed out 0 0 0.03% -22,164 -100.0% Q3 2025 Nov 13, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.0% -20,900 -100.0% Q3 2025 Nov 13, 2025
Private Advisory Group LLC History Closed out 0 0 0.07% -20,270 -100.0% Q3 2025 Nov 10, 2025
Neo Ivy Capital Management History Closed out 0 0 0.19% -19,204 -100.0% Q3 2025 Nov 12, 2025
Scientech Research LLC History Closed out 0 0 0.22% -15,467 -100.0% Q3 2025 Nov 14, 2025
COOKSON PEIRCE & CO INC History Closed out 0 0 0.02% -13,851 -100.0% Q3 2025 Nov 06, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -13,128 -100.0% Q3 2025 Nov 14, 2025
GILDER GAGNON HOWE & CO LLC History Closed out 0 0 0.0% -9,474 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -8,796 -100.0% Q3 2025 Nov 14, 2025
111 Capital History Closed out 0 0 0.07% -8,777 -100.0% Q3 2025 Nov 12, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -7,843 -100.0% Q3 2025 Oct 29, 2025
Mariner, LLC History Closed out 0 0 0.0% -7,035 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.04% -6,827 -100.0% Q3 2025 Nov 14, 2025
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -6,319 -100.0% Q3 2025 Oct 09, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -6,166 -100.0% Q3 2025 Oct 30, 2025
Cornerstone Investment Partners, LLC History Closed out 0 0 0.01% -6,065 -100.0% Q3 2025 Nov 06, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.01% -6,064 -100.0% Q3 2025 Nov 17, 2025
Prime Capital Investment Advisors, LLC History Closed out 0 0 0.0% -5,926 -100.0% Q3 2025 Nov 05, 2025
Creative Planning History Closed out 0 0 0.0% -5,509 -100.0% Q3 2025 Nov 14, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.01% -5,447 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.03% -5,183 -100.0% Q3 2025 Nov 14, 2025
Values First Advisors, Inc. History Closed out 0 0 0.11% -5,071 -100.0% Q3 2025 Oct 21, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -4,183 -100.0% Q3 2025 Nov 12, 2025
Arax Advisory Partners History Reduced 2 0 0.0% -901 -99.78% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -625 -100.0% Q3 2025 Nov 14, 2025
OSSIAM History Closed out 0 0 0.0% -440 -100.0% Q3 2025 Nov 14, 2025
Atlantic Union Bankshares Corp History Closed out 0 0 0.0% -120 -100.0% Q3 2025 Nov 04, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -57 -100.0% Q3 2025 Nov 03, 2025
Larson Financial Group LLC History Reduced 1 0 0.0% -30 -96.77% Q4 2025 Feb 06, 2026
Signature Equity Partners, LLC History New 26 0 +26 New Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History New 24 0 +24 New Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History New 18 0 +18 New Q4 2025 Feb 02, 2026
Turning Point Benefit Group, Inc. History Reduced 3 0 -12 -80.0% Q4 2025 Jan 30, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 10 0 +10 New Q4 2025 Feb 09, 2026
CIBC Private Wealth Group LLC History New 8 0 +8 New Q4 2025 Feb 12, 2026
True Wealth Design, LLC History New 7 0 +7 New Q4 2025 Jan 08, 2026
Ankerstar Wealth, LLC History New 5 0 +5 New Q4 2025 Feb 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 4 0 +4 New Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History New 3 0 +3 New Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 18, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Oct 29, 2025
Cedar Mountain Advisors, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History New 1 0 +1 New Q4 2025 Feb 10, 2026
MAI Capital Management History No change 8 0 0 0.0% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History No change 29 0 0.0% 0 0.0% Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History No change 23 0 0.0% 0 0.0% Q4 2025 Jan 21, 2026
Concord Wealth Partners History No change 1 0 0 0.0% Q4 2025 Jan 29, 2026