WASHINGTON TRUST BANCORP INC - WASH
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.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 2,411,740 | 71,266 | 0.0% | 0.0% | 1 | -25,831 | -1.06% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 1,331,060 | 39,332 | 0.0% | 0.0% | 2 | +2,485 | 0.19% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,169,201 | 34,549 | 0.0% | 0.0% | 3 | +28,974 | 2.54% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 824,625 | 24,367 | 0.01% | 0.01% | 4 | -105,461 | -11.34% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 634,333 | 18,744 | 0.0% | 0.0% | 5 | +74,145 | 13.24% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Reduced | 599,095 | 17,703 | 0.0% | 0.0% | 6 | -9,252 | -1.52% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 471,814 | 13,944 | 0.0% | 0.0% | 7 | -2,394 | -0.5% | Q4 2025 | Feb 09, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 350,893 | 10,368 | 0.03% | 0.03% | 8 | +10,900 | 3.21% | Q4 2025 | Feb 17, 2026 |
| Drexel Morgan & Co. | History | Added to | 300,800 | 8,888 | 1.39% | 1.14% | 9 | +50,000 | 19.94% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 294,731 | 8,709 | 0.01% | — | 10 | +294,731 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 267,595 | 7,907 | 0.0% | 0.0% | 11 | +36,937 | 16.01% | Q4 2025 | Mar 25, 2026 |
| Invesco Ltd. | History | Reduced | 252,400 | 7,458 | 0.0% | 0.0% | 12 | -43,854 | -14.8% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 218,332 | 6,451 | 0.01% | 0.01% | 13 | +36,640 | 20.17% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 181,178 | 5,353 | 0.0% | 0.0% | 14 | -46,624 | -20.47% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 168,315 | 4,973 | 0.0% | 0.0% | 15 | -12,174 | -6.75% | Q4 2025 | Feb 17, 2026 |
| M3F, Inc. | History | New | 166,485 | 4,920 | 1.35% | — | 16 | +166,485 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 162,600 | 4,804 | 0.01% | 0.01% | 17 | +36,000 | 28.44% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 160,523 | 4,743 | 0.0% | 0.0% | 18 | -104 | -0.06% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 154,550 | 4,566 | 0.0% | 0.0% | 19 | +122,221 | 378.05% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 149,736 | 4,424 | 0.0% | 0.0% | 20 | -5,309 | -3.42% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 148,376 | 4,384 | 0.0% | 0.0% | 21 | +2,733 | 1.88% | Q4 2025 | Feb 10, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 120,049 | 3,547 | 0.95% | 0.99% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 100,280 | 2,963 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 99,437 | 2,938 | 0.0% | 0.0% | 24 | +650 | 0.66% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 98,423 | 2,908 | 0.0% | 0.0% | 25 | +91,936 | 1417.23% | Q4 2025 | Jan 09, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 94,221 | 2,784 | 0.05% | 0.05% | 26 | -2,939 | -3.02% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 76,275 | 2,253 | 0.0% | 0.0% | 27 | +631 | 0.83% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 67,401 | 1,991 | 0.02% | 0.03% | 28 | -25,697 | -27.6% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 59,240 | 1,750 | 0.0% | 0.0% | 29 | +9,354 | 18.75% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 52,762 | 1,559 | 0.0% | 0.0% | 30 | +923 | 1.78% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 51,065 | 1,508 | 0.0% | 0.0% | 31 | -33 | -0.06% | Q4 2025 | Feb 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 50,836 | 1,502 | 0.02% | 0.02% | 32 | +7,987 | 18.64% | Q4 2025 | Feb 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 46,478 | 1,373 | 0.34% | 0.3% | 33 | +5,571 | 13.62% | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 43,659 | 1,290 | 0.0% | 0.0% | 34 | -29,282 | -40.14% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 42,834 | 1,265 | 0.0% | 0.0% | 35 | -19,800 | -31.61% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 42,455 | 1,254 | 0.0% | 0.0% | 37 | -10,674 | -20.09% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,442 | 1,254 | 0.0% | 0.0% | 36 | -4,753 | -10.07% | Q4 2025 | Feb 18, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 40,968 | 1,210 | 0.03% | 0.01% | 38 | +27,625 | 207.04% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 40,126 | 1,185 | 0.0% | 0.0% | 39 | +2,291 | 6.06% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 38,176 | 1,128 | 0.0% | 0.0% | 40 | +625 | 1.66% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 37,880 | 1,119 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 37,368 | 1,104 | 0.0% | 0.0% | 42 | -28,300 | -43.1% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | No change | 37,300 | 1,102 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 35,381 | 1,045 | 0.11% | 0.11% | 44 | -982 | -2.7% | Q4 2025 | Jan 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,316 | 1,043 | 0.0% | 0.0% | 45 | +10,417 | 41.84% | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | No change | 33,280 | 983 | 0.68% | 0.59% | 46 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 31,161 | 920 | 0.01% | 0.01% | 47 | -5,146 | -14.17% | Q4 2025 | Jan 29, 2026 |
| ExodusPoint Capital Management, LP | History | New | 30,289 | 895 | 0.01% | — | 48 | +30,289 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 29,982 | 885 | 0.01% | 0.01% | 49 | -4,670 | -13.48% | Q4 2025 | Feb 17, 2026 |
| New England Research & Management, Inc. | History | Reduced | 29,700 | 877 | 0.38% | 0.48% | 50 | -6,479 | -17.91% | Q4 2025 | Jan 07, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 28,224 | 834 | 0.0% | 0.0% | 51 | -1,507 | -5.07% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 26,764 | 790 | 0.04% | 0.03% | 52 | +13,786 | 106.23% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 25,423 | 751 | 0.06% | 0.02% | 53 | +15,365 | 152.76% | Q4 2025 | Feb 06, 2026 |
| Numerai GP LLC | History | Added to | 24,493 | 723 | 0.09% | 0.04% | 54 | +14,681 | 149.62% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 24,007 | 710 | 0.0% | 0.0% | 55 | +6,846 | 39.89% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,385 | 691 | 0.0% | 0.0% | 56 | -20,733 | -46.99% | Q4 2025 | Feb 11, 2026 |
| ALPS ADVISORS INC | History | No change | 22,034 | 651 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 21,409 | 633 | 0.0% | 0.0% | 58 | +13,894 | 184.88% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 21,345 | 630 | 0.0% | 0.0% | 59 | +6,379 | 42.62% | Q4 2025 | Feb 13, 2026 |
| Versor Investments LP | History | Added to | 20,400 | 602 | 0.09% | 0.05% | 60 | +10,200 | 100.0% | Q4 2025 | Feb 04, 2026 |
| Brooklyn Investment Group | History | New | 18,446 | 554 | 0.03% | — | 61 | +18,446 | New | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 18,428 | 544 | 0.0% | 0.0% | 62 | -5,603 | -23.32% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 18,396 | 543 | 0.0% | 0.0% | 63 | -72 | -0.39% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,019 | 532 | 0.0% | 0.0% | 64 | +9 | 0.05% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 16,381 | 484 | 0.0% | — | 65 | +16,381 | New | Q4 2025 | Feb 18, 2026 |
| Point72 Asset Management, L.P. | History | New | 16,080 | 475 | 0.0% | — | 66 | +16,080 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,898 | 469 | 0.0% | 0.0% | 67 | -55 | -0.34% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 15,000 | 443 | 0.0% | — | 68 | +15,000 | New | Q4 2025 | Feb 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 14,191 | 419 | 0.0% | 0.0% | 69 | -74,182 | -83.94% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 13,869 | 409 | 0.0% | 0.0% | 70 | -1,500 | -9.76% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 13,717 | 405 | 0.0% | 0.0% | 71 | -2,014 | -12.8% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 13,358 | 395 | 0.01% | 0.0% | 72 | +7,014 | 110.56% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 13,166 | 389 | 0.0% | 0.0% | 73 | -6,565 | -33.27% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 12,465 | 368 | 0.01% | — | 74 | +12,465 | New | Q4 2025 | Feb 23, 2026 |
| FourThought Financial Partners, LLC | History | New | 12,290 | 363 | 0.03% | — | 75 | +12,290 | New | Q4 2025 | Feb 06, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 12,056 | 356 | 0.01% | 0.01% | 76 | -2,138 | -15.06% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 11,737 | 346 | 0.0% | 0.0% | 77 | -11,177 | -48.78% | Q4 2025 | Feb 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 11,494 | 339 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coastline Trust Co | History | No change | 10,898 | 322 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 10,729 | 311 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 10,299 | 304 | 0.01% | — | 81 | +10,299 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 10,158 | 300 | 0.0% | 0.0% | 82 | -16,237 | -61.52% | Q4 2025 | Mar 20, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 9,969 | 294 | 0.0% | 0.0% | 83 | -450 | -4.32% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 9,647 | 285 | 0.0% | 0.0% | 84 | -1,523 | -13.63% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 9,603 | 283 | 0.0% | 0.0% | 85 | -853 | -8.16% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 9,279 | 274 | 0.0% | 0.0% | 86 | +418 | 4.72% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,199 | 271 | 0.0% | 0.0% | 87 | -364 | -3.81% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 9,000 | 265 | 0.01% | 0.01% | 88 | -167 | -1.82% | Q4 2025 | Feb 13, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 8,951 | 264 | 0.06% | 0.06% | 89 | -310 | -3.35% | Q4 2025 | Jan 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 8,863 | 261 | 0.0% | 0.0% | 90 | -201 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,714 | 257 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,420 | 248 | 0.0% | — | 92 | +8,420 | New | Q4 2025 | Feb 18, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 8,411 | 248 | 0.01% | 0.01% | 93 | -680 | -7.48% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,252 | 243 | 0.0% | 0.0% | 94 | -10,477 | -55.94% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 7,891 | 233 | 0.0% | 0.0% | 95 | -3,061 | -27.95% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 7,805 | 231 | 0.0% | 0.0% | 96 | -9,307 | -54.39% | Q4 2025 | Jan 26, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,562 | 223 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 7,488 | 221 | 0.0% | — | 98 | +7,488 | New | Q4 2025 | Feb 18, 2026 |
| VARCOV Co. | History | New | 7,444 | 219 | 0.09% | — | 99 | +7,444 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,031 | 207 | 0.0% | 0.0% | 100 | -1,323 | -15.84% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,853 | 203 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,843 | 202 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 4,607 | 136 | 0.0% | 0.0% | 103 | -1,294 | -21.93% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 4,100 | 121 | 0.0% | 0.0% | 104 | -2,200 | -34.92% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,092 | 120 | 0.0% | 0.0% | 105 | -938 | -18.65% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,911 | 115 | 0.0% | 0.0% | 106 | +481 | 14.02% | Q4 2025 | Jan 20, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 3,682 | 108 | 0.04% | 0.06% | 107 | -1,982 | -34.99% | Q4 2025 | Jan 28, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 3,143 | 92 | 0.0% | 0.01% | 108 | -7,403 | -70.2% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,076 | 91 | 0.0% | — | 109 | +3,076 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 3,016 | 89 | 0.0% | 0.0% | 110 | +789 | 35.43% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,300 | 67 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,149 | 63 | 0.0% | 0.0% | 112 | +248 | 13.05% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,136 | 63 | 0.0% | 0.0% | 113 | -242 | -10.18% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,906 | 56 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,718 | 50 | 0.0% | 0.0% | 115 | -412 | -19.34% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,609 | 47 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,504 | 44 | 0.0% | 0.0% | 117 | -13,634 | -90.06% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,436 | 42 | 0.0% | 0.0% | 118 | -122 | -7.83% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | New | 1,370 | 40 | 0.0% | — | 119 | +1,370 | New | Q4 2025 | Feb 09, 2026 |
| Canton Hathaway, LLC | History | No change | 1,250 | 36 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,097 | 32 | 0.0% | 0.0% | 121 | -232 | -17.46% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,015 | 29 | 0.0% | 0.0% | 123 | +542 | 114.59% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,000 | 29 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 940 | 27 | 0.0% | 0.0% | 124 | +531 | 129.83% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 739 | 21 | 0.0% | 0.0% | 125 | -72 | -8.88% | Q4 2025 | Jan 30, 2026 |
| Ransom Advisory, Ltd | History | Reduced | 700 | 20 | 0.01% | 0.01% | 126 | -300 | -30.0% | Q4 2025 | Jan 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 598 | 18 | 0.0% | 0.0% | 127 | -62 | -9.39% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 551 | 16 | 0.0% | 0.0% | 128 | -158 | -22.28% | Q4 2025 | Jan 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 503 | 15 | 0.0% | 0.0% | 129 | +211 | 72.26% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 538 | 15 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | Reduced | 443 | 13 | 0.0% | 0.0% | 133 | -308 | -41.01% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 460 | 13 | 0.0% | 0.0% | 132 | -8 | -1.71% | Q4 2025 | Feb 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 450 | 13 | 0.0% | 0.0% | 131 | +6 | 1.35% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 343 | 10 | 0.0% | — | 134 | +343 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 349 | 10 | 0.0% | 0.0% | 135 | -92 | -20.86% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 324 | 9 | 0.0% | — | 136 | +324 | New | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 267 | 7 | 0.0% | 0.0% | 137 | -37 | -12.17% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 213 | 6 | 0.0% | 0.0% | 139 | -35 | -14.11% | Q4 2025 | Jan 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 216 | 6 | 0.0% | 0.0% | 138 | -2 | -0.92% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Reduced | 124 | 3 | 0.0% | 0.0% | 140 | -5,769 | -97.9% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 130 | 3 | 0.0% | 0.0% | 142 | +83 | 176.6% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 134 | 3 | 0.0% | 0.0% | 141 | -10 | -6.94% | Q4 2025 | Feb 03, 2026 |
| Optiver Holding B.V. | History | Reduced | 72 | 2 | 0.0% | 0.0% | 147 | -142 | -66.36% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 100 | 2 | 0.0% | — | 143 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | Reduced | 100 | 2 | 0.0% | 0.0% | 145 | -100 | -50.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 72 | 2 | 0.0% | 0.0% | 146 | -11 | -13.25% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 40 | 1 | 0.0% | 0.0% | 151 | -60 | -60.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 57 | 1 | 0.0% | 0.0% | 149 | +16 | 39.02% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 57 | 1 | 0.0% | 0.0% | 148 | -8 | -12.31% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 60 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,495 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,043 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -10,177 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Shepherd Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,425 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,934 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -940 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -594 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -524 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -178 | -98.34% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -55 | -67.9% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Reduced | 20 | 0 | — | — | — | -7 | -25.93% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FIFTH THIRD BANCORP | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |