Waystar Holding Corp. - WAY

Detailed investor-level table based on 13F positions.

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
EQT Fund Management S.a r.l. History No change 24,879,437 814,801 73.27% 50.63% 1 0 0.0% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 19,025,452 623,083 0.42% 0.51% 2 0 0.0% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 16,466,240 539,269 0.01% 0.01% 3 +280,990 1.74% Q4 2025 Feb 12, 2026
FMR LLC History Added to 14,037,109 459,715 0.02% 0.01% 4 +9,191,157 189.67% Q4 2025 Feb 17, 2026
BAIN CAPITAL INVESTORS LLC History No change 13,243,539 433,725 9.38% 14.98% 5 0 0.0% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 12,330,872 403,836 0.01% 0.01% 6 +41,062 0.33% Q4 2025 Jan 29, 2026
ADVENT INTERNATIONAL, L.P. History New 11,059,899 362,211 7.5% 7 +11,059,899 New Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 5,470,932 179,173 0.13% 0.14% 8 +244,696 4.68% Q4 2025 Feb 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 5,282,220 172,992 0.48% 0.52% 9 +19,033 0.36% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 4,134,052 135,390 0.0% 0.01% 10 +159,183 4.0% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,398,053 111,300 0.01% 0.01% 11 +224,908 7.09% Q4 2025 Feb 09, 2026
Artisan Partners Limited Partnership History Added to 3,164,546 103,638 0.16% 0.14% 12 +646,156 25.66% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 3,113,123 101,954 0.02% 0.02% 13 -17,107 -0.55% Q4 2025 Feb 19, 2026
MILLENNIUM MANAGEMENT LLC History Added to 2,914,618 95,453 0.04% 0.04% 14 +609,197 26.42% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 2,827,474 92,599 0.01% 0.01% 15 +705,429 33.24% Q4 2025 Mar 25, 2026
PointState Capital LP History Added to 2,773,241 90,823 1.34% 1.19% 16 +673,469 32.07% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 2,310,592 75,671 0.01% 0.02% 17 -1,255,947 -35.21% Q4 2025 Jan 29, 2026
ArrowMark Colorado Holdings LLC History Reduced 1,923,110 62,981 1.39% 1.48% 18 -184,640 -8.76% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,611,445 52,776 0.01% 0.01% 19 +318,007 24.59% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 1,605,830 52,590 0.05% 0.05% 20 +179,500 12.58% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,399,429 45,831 0.08% 0.07% 21 +517,002 58.59% Q4 2025 Feb 05, 2026
BAMCO INC /NY/ History New 1,393,634 45,641 0.12% 22 +1,393,634 New Q4 2025 Feb 17, 2026
NORGES BANK History New 1,362,650 44,626 0.0% 23 +1,362,650 New Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,276,126 41,793 0.0% 0.0% 24 -486,216 -27.59% Q4 2025 Feb 17, 2026
Holocene Advisors, LP History Added to 1,189,722 38,963 0.08% 0.0% 25 +1,145,018 2561.33% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,177,543 38,567 0.01% 0.01% 26 +340,573 40.69% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,148,153 37,602 0.01% 0.01% 27 +17,533 1.55% Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 1,105,454 36,203 0.05% 0.04% 28 +421,220 61.56% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,072,300 35,117 0.05% 0.05% 29 -23,600 -2.15% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 1,051,201 34,426 0.0% 0.01% 30 -49,174 -4.47% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 1,012,476 33,158 0.0% 0.01% 31 -1,477,096 -59.33% Q4 2025 Feb 11, 2026
Lykos Global Management, LP History New 1,000,000 32,750 23.17% 32 +1,000,000 New Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History Reduced 944,380 30,928 0.22% 0.27% 33 -23,055 -2.38% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 927,172 30,364 0.05% 0.06% 34 +53,180 6.08% Q4 2025 Feb 12, 2026
BAIN CAPITAL VENTURE INVESTORS, LLC History New 882,965 28,917 11.35% 35 +882,965 New Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Reduced 882,830 28,912 0.02% 0.02% 36 -8,030 -0.9% Q4 2025 Jan 30, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 840,600 27,529 1.01% 1.21% 37 +4,050 0.48% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 838,814 27,471 0.0% 0.0% 38 -140,711 -14.37% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 826,870 27,079 0.01% 0.01% 39 +46,899 6.01% Q4 2025 Feb 02, 2026
JANUS HENDERSON GROUP PLC History Reduced 789,691 25,862 0.01% 0.02% 40 -96,243 -10.86% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 780,305 25,554 0.03% 0.05% 41 +66,479 9.31% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 750,000 24,562 0.04% 0.14% 42 -1,250,000 -62.5% Q4 2025 Feb 13, 2026
AVENIR CORP History Added to 746,467 24,446 2.65% 2.85% 43 +24,910 3.45% Q4 2025 Feb 13, 2026
Capricorn Fund Managers Ltd History Added to 738,263 24,178 5.83% 6.43% 44 +233,141 46.16% Q4 2025 Jan 21, 2026
DEUTSCHE BANK AG\ History Reduced 689,601 22,584 0.01% 0.01% 45 -211,906 -23.51% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Reduced 684,786 22,426 0.0% 0.0% 46 -3,909 -0.57% Q4 2025 Feb 10, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 671,733 21,999 0.0% 0.0% 47 +529,970 373.84% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 669,924 21,940 0.0% 0.01% 48 -406,990 -37.79% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History New 640,810 20,986 0.11% 49 +640,810 New Q4 2025 Jan 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 639,602 20,946 0.0% 0.0% 50 -58,141 -8.33% Q4 2025 Feb 17, 2026
Select Equity Group, L.P. History Added to 634,610 20,783 0.09% 0.09% 51 +89,197 16.35% Q4 2025 Feb 17, 2026
Sio Capital Management, LLC History New 613,725 20,099 3.16% 52 +613,725 New Q4 2025 Feb 17, 2026
Burkehill Global Management, LP History No change 600,000 19,650 1.29% 1.29% 53 0 0.0% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 507,637 16,625 0.02% 0.01% 54 +290,766 134.07% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Reduced 498,065 16,311 0.04% 0.06% 55 -56,145 -10.13% Q4 2025 Feb 17, 2026
Capital Research Global Investors History New 495,000 16,211 0.0% 56 +495,000 New Q4 2025 Feb 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 478,178 15,660 0.11% 0.12% 57 +2,674 0.56% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 473,827 15,517 0.02% 0.03% 58 -42,119 -8.16% Q4 2025 Feb 12, 2026
Nuveen, LLC History Reduced 471,816 15,451 0.0% 0.01% 59 -114,363 -19.51% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 457,035 14,967 0.0% 0.0% 60 +428,165 1483.08% Q4 2025 Feb 11, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History New 414,549 13,576 1.61% 61 +414,549 New Q4 2025 Feb 17, 2026
Blue Door Asset Management, LLC History Added to 402,300 13,175 5.33% 1.59% 62 +322,600 404.77% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 397,270 13,010 0.04% 0.06% 63 -51,146 -11.41% Q4 2025 Feb 13, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Added to 386,706 12,664 0.39% 0.41% 64 +30,765 8.64% Q4 2025 Jan 28, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 375,380 12,293 0.01% 0.0% 65 +352,806 1562.89% Q4 2025 Feb 10, 2026
Parkman Healthcare Partners LLC History Added to 369,023 12,085 1.15% 1.21% 66 +62,996 20.59% Q4 2025 Feb 17, 2026
Ghisallo Capital Management LLC History Reduced 350,000 11,462 0.51% 0.62% 67 -150,000 -30.0% Q4 2025 Feb 17, 2026
Mawer Investment Management Ltd. History New 337,732 11,060 0.06% 68 +337,732 New Q4 2025 Feb 10, 2026
Main Street Financial Solutions, LLC History Added to 336,900 11,033 0.83% 0.73% 69 +37,000 12.34% Q4 2025 Feb 17, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Reduced 316,723 10,372 0.22% 0.9% 70 -830,474 -72.39% Q4 2025 Feb 17, 2026
SEVEN GRAND MANAGERS, LLC History No change 300,000 9,825 0.75% 0.92% 71 0 0.0% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 289,528 9,482 0.01% 0.01% 72 -5,114 -1.74% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 277,831 9,098 0.01% 0.01% 73 -7,377 -2.59% Q4 2025 Feb 13, 2026
Penn Capital Management Company, LLC History Reduced 272,798 8,957 0.71% 1.36% 74 -194,137 -41.58% Q4 2025 Feb 09, 2026
Legal & General Group Plc History Reduced 270,414 8,856 0.0% 0.0% 75 -34,702 -11.37% Q4 2025 Feb 09, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 268,703 8,800 0.02% 0.01% 76 +118,424 78.8% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 268,158 8,782 0.01% 0.06% 77 -818,032 -75.31% Q4 2025 Feb 17, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Added to 253,275 8,294 0.35% 0.37% 78 +34,665 15.86% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 244,224 7,998 0.0% 0.01% 79 -154,288 -38.72% Q4 2025 Feb 13, 2026
Bellevue Group AG History Added to 241,734 7,916 0.15% 0.1% 80 +111,821 86.07% Q4 2025 Feb 17, 2026
NEXT CENTURY GROWTH INVESTORS LLC History Reduced 237,035 7,762 0.54% 0.77% 81 -39,784 -14.37% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 225,900 7,398 0.0% 0.0% 82 +7,900 3.62% Q4 2025 Feb 12, 2026
Robeco Institutional Asset Management B.V. History Reduced 223,027 7,304 0.01% 0.01% 83 -8,210 -3.55% Q4 2025 Jan 23, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 217,631 7,127 0.02% 0.02% 84 +4,688 2.2% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 208,494 6,828 0.0% 0.0% 85 +127,894 158.68% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 204,868 6,709 0.02% 0.01% 86 +62,995 44.4% Q4 2025 Feb 17, 2026
RENAISSANCE GROUP LLC History Reduced 201,686 6,605 0.27% 0.32% 87 -19,161 -8.68% Q4 2025 Feb 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 197,628 6,472 0.03% 0.02% 88 +79,303 67.02% Q4 2025 Feb 09, 2026
Munro Partners History Added to 182,115 5,964 0.15% 0.18% 89 +3,225 1.8% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History New 181,487 5,943 0.18% 90 +181,487 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 179,209 5,869 0.0% 0.0% 91 +94,714 112.09% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 179,064 5,864 0.0% 0.0% 92 +2,151 1.22% Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Reduced 178,570 5,848 0.05% 0.03% 93 -12,030 -6.31% Q4 2025 Feb 11, 2026
BARCLAYS PLC History Added to 177,248 5,804 0.0% 0.0% 94 +16,071 9.97% Q4 2025 Feb 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 172,380 5,645 0.12% 0.13% 95 0 0.0% Q4 2025 Feb 02, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 154,934 5,074 0.0% 0.01% 96 -63,004 -28.91% Q4 2025 Feb 17, 2026
Illinois Municipal Retirement Fund History Added to 147,550 4,832 0.06% 0.03% 97 +87,775 146.84% Q4 2025 Feb 11, 2026
RA CAPITAL MANAGEMENT, L.P. History New 144,400 4,729 0.05% 98 +144,400 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 139,206 4,558 0.0% 0.04% 99 -3,276,236 -95.92% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 138,646 4,540 0.0% 0.0% 100 +1,103 0.8% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Added to 131,307 4,300 0.0% 0.0% 101 +53,130 67.96% Q4 2025 Feb 13, 2026
Alyeska Investment Group, L.P. History Reduced 130,719 4,281 0.01% 0.21% 102 -1,683,929 -92.8% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 125,686 4,116 0.01% 0.01% 103 +31,814 33.89% Q4 2025 Feb 11, 2026
Advisors Preferred, LLC History New 126,718 3,975 0.65% 104 +126,718 New Q4 2025 Feb 02, 2026
PRUDENTIAL FINANCIAL INC History Reduced 115,495 3,782 0.0% 0.01% 105 -7,175 -5.85% Q4 2025 Feb 13, 2026
Bullseye Asset Management LLC History Added to 114,002 3,734 2.01% 1.85% 106 +21,000 22.58% Q4 2025 Feb 13, 2026
Alpha Wave Global, LP History New 112,895 3,697 0.45% 107 +112,895 New Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 111,026 3,636 0.01% 0.0% 108 +56,393 103.22% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 109,969 3,601 0.0% 0.0% 109 +109,021 11500.11% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 106,221 3,503 0.0% 110 +106,221 New Q4 2025 Feb 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 106,207 3,478 0.07% 0.09% 111 +559 0.53% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 106,000 3,471 0.0% 0.0% 112 -45 -0.04% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Reduced 105,238 3,446 0.01% 0.03% 113 -83,188 -44.15% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 97,952 3,207 0.0% 0.01% 114 +2,117 2.21% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 94,199 3,085 0.03% 0.02% 115 +48,051 104.12% Q4 2025 Feb 10, 2026
Longaeva Partners L.P. History Reduced 86,642 2,837 0.24% 0.74% 116 -49,404 -36.31% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 83,900 2,747 0.01% 0.02% 117 -41,751 -33.23% Q4 2025 Feb 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 82,792 2,711 0.01% 118 +82,792 New Q4 2025 Feb 13, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Added to 78,103 2,557 0.41% 0.26% 119 +33,549 75.3% Q4 2025 Jan 29, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 71,846 2,352 0.0% 0.0% 120 +22,794 46.47% Q4 2025 Jan 28, 2026
FIRST TRUST ADVISORS LP History Reduced 71,240 2,333 0.0% 0.01% 121 -127,053 -64.07% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 70,732 2,316 0.0% 0.0% 122 -10,476 -12.9% Q4 2025 Feb 13, 2026
Renaissance Capital LLC History New 69,393 2,272 1.64% 123 +69,393 New Q4 2025 Jan 29, 2026
Lombard Odier Asset Management (Europe) Ltd History Reduced 69,000 2,259 0.11% 0.45% 124 -5,931,000 -98.85% Q4 2025 Feb 17, 2026
Exome Asset Management LLC History Added to 68,969 2,258 1.08% 1.08% 125 +22,069 47.06% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Reduced 67,414 2,207 0.01% 0.01% 126 -15,125 -18.32% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 64,737 2,120 0.0% 0.0% 127 +7,253 12.62% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 62,671 2,052 0.0% 128 +62,671 New Q4 2025 Feb 13, 2026
Symmetry Investments LP History Added to 62,000 2,030 0.18% 0.06% 130 +27,000 77.14% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 61,989 2,030 0.01% 0.01% 129 -1,822 -2.86% Q4 2025 Feb 12, 2026
State of New Jersey Common Pension Fund D History Added to 61,854 2,025 0.01% 0.01% 131 +2,356 3.96% Q4 2025 Jan 30, 2026
Aurora Investment Counsel History New 60,267 1,973 1.04% 132 +60,267 New Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Added to 58,450 1,914 0.02% 0.02% 133 +1,300 2.27% Q4 2025 Jan 23, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 55,994 1,833 0.03% 0.13% 134 -176,664 -75.93% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 53,952 1,766 0.0% 0.0% 135 -36,892 -40.61% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 53,085 1,738 0.0% 0.0% 136 -40,950 -43.55% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 52,600 1,722 0.03% 0.03% 137 +7,700 17.15% Q4 2025 Jan 16, 2026
Schonfeld Strategic Advisors LLC History Added to 52,498 1,719 0.01% 0.01% 138 +13,799 35.66% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 52,156 1,708 0.01% 0.01% 139 +2,628 5.31% Q4 2025 Jan 28, 2026
JANE STREET GROUP, LLC History Reduced 51,300 1,680 0.0% 0.0% 140 -9,900 -16.18% Q4 2025 Feb 12, 2026
STRS OHIO History Reduced 50,774 1,662 0.01% 0.01% 141 -22,400 -30.61% Q4 2025 Feb 02, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 49,770 1,640 0.0% 0.01% 142 -11,630 -18.94% Q4 2025 Feb 05, 2026
Tiptree Advisors, LLC History Reduced 50,000 1,637 0.94% 2.55% 143 -57,630 -53.54% Q4 2025 Feb 17, 2026
Maven Securities LTD History Reduced 50,000 1,637 0.04% 0.05% 144 -2,700 -5.12% Q4 2025 Feb 13, 2026
Smith Group Asset Management, LLC History Added to 47,624 1,559 0.08% 0.02% 145 +39,386 478.1% Q4 2025 Feb 10, 2026
Cinctive Capital Management LP History Reduced 46,315 1,516 0.08% 0.13% 146 -27,359 -37.14% Q4 2025 Feb 17, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 45,922 1,503 0.04% 0.04% 147 0 0.0% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 44,278 1,450 0.0% 0.0% 148 -22,595 -33.79% Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Added to 54,465 1,446 0.0% 0.0% 149 +35,565 188.17% Q4 2025 Feb 18, 2026
Squarepoint Ops LLC History Reduced 42,425 1,389 0.0% 0.01% 150 -98,738 -69.95% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 40,822 1,336 0.02% 0.02% 151 +217 0.53% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History New 39,511 1,293 0.03% 152 +39,511 New Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 39,284 1,286 0.0% 0.0% 153 -16,297 -29.32% Q4 2025 Mar 12, 2026
IMC-Chicago, LLC History Added to 38,900 1,273 0.0% 0.0% 154 +2,300 6.28% Q4 2025 Jan 29, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 38,396 1,257 0.0% 0.0% 155 +7,460 24.11% Q4 2025 Jan 27, 2026
Jackson Creek Investment Advisors LLC History Reduced 38,152 1,249 0.37% 0.44% 156 -1,676 -4.21% Q4 2025 Feb 09, 2026
OAK RIDGE INVESTMENTS LLC History Reduced 37,220 1,218 0.07% 0.14% 157 -19,179 -34.01% Q4 2025 Jan 23, 2026
COHEN & STEERS, INC. History No change 34,000 1,114 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 13, 2026
Elo Mutual Pension Insurance Co History New 33,582 1,099 0.02% 159 +33,582 New Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Added to 33,261 1,089 0.01% 0.01% 160 +399 1.21% Q4 2025 Feb 05, 2026
ZACKS INVESTMENT MANAGEMENT History New 32,868 1,076 0.01% 161 +32,868 New Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 31,995 1,047 0.01% 0.01% 162 -1,305 -3.92% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History Added to 30,002 982 0.01% 0.01% 163 +163 0.55% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 29,646 970 0.0% 164 +29,646 New Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 31,399 933 0.01% 0.01% 165 -2,991 -8.7% Q4 2025 Jan 21, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 28,418 930 0.0% 0.01% 166 -869 -2.97% Q4 2025 Feb 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 27,981 916 0.0% 0.0% 167 +2,617 10.32% Q4 2025 Jan 30, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 27,947 915 0.01% 0.01% 168 +2,947 11.79% Q4 2025 Jan 29, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 26,300 861 0.01% 0.01% 169 +400 1.54% Q4 2025 Feb 04, 2026
COMERICA BANK History Reduced 25,375 831 0.0% 0.01% 170 -31,369 -55.28% Q4 2025 Jan 29, 2026
Ameritas Investment Partners, Inc. History Reduced 24,842 813 0.02% 0.03% 171 -1,350 -5.15% Q4 2025 Feb 11, 2026
Handelsbanken Fonder AB History Added to 24,500 802 0.0% 0.0% 172 +9,300 61.18% Q4 2025 Feb 06, 2026
KLP KAPITALFORVALTNING AS History Reduced 24,400 799 0.0% 0.0% 173 -800 -3.17% Q4 2025 Jan 28, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 24,365 797 0.08% 0.09% 174 0 0.0% Q4 2025 Jan 21, 2026
LPL Financial LLC History Added to 22,693 743 0.0% 0.0% 175 +2,019 9.77% Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History Reduced 23,179 727 0.0% 0.0% 176 -37,966 -62.09% Q4 2025 Jan 15, 2026
GUGGENHEIM CAPITAL LLC History New 21,726 711 0.01% 177 +21,726 New Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 21,474 703 0.0% 0.0% 178 +764 3.69% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Added to 20,755 680 0.0% 0.0% 179 +13,112 171.56% Q4 2025 Jan 09, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 20,436 669 0.05% 0.05% 180 +2,102 11.47% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 20,325 665 0.0% 181 +20,314 184672.73% Q4 2025 Jan 30, 2026
SIMPLEX TRADING, LLC History Reduced 17,703 579 0.0% 0.0% 182 -61,597 -77.68% Q4 2025 Feb 11, 2026
Maryland State Retirement & Pension System History Added to 16,789 549 0.01% 0.01% 183 +200 1.21% Q4 2025 Feb 17, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History New 16,388 536 0.03% 184 +16,388 New Q4 2025 Feb 09, 2026
F/m Investments LLC History New 16,388 536 0.02% 185 +16,388 New Q4 2025 Feb 03, 2026
Pictet Asset Management Holding SA History Added to 15,893 520 0.0% 0.0% 186 +1,399 9.65% Q4 2025 Jan 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 15,735 515 0.0% 0.0% 187 +101 0.65% Q4 2025 Feb 06, 2026
Walleye Trading LLC History Reduced 15,445 505 0.0% 0.03% 188 -432,755 -96.55% Q4 2025 Feb 13, 2026
Creative Planning History Reduced 15,329 502 0.0% 0.0% 189 -9,279 -37.71% Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History Added to 15,083 493 0.02% 0.02% 190 +375 2.55% Q4 2025 Feb 11, 2026
Lisanti Capital Growth, LLC History Reduced 14,870 486 0.12% 0.98% 191 -90,670 -85.91% Q4 2025 Feb 09, 2026
BCS Private Wealth Management, Inc. History Added to 13,960 457 0.16% 0.1% 192 +6,505 87.26% Q4 2025 Jan 26, 2026
Vinva Investment Management Ltd History Added to 9,202 452 0.01% 0.01% 193 +786 9.34% Q4 2025 Feb 17, 2026
BAILARD, INC. History No change 13,585 444 0.01% 0.01% 194 0 0.0% Q4 2025 Feb 04, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 13,120 429 0.0% 0.01% 195 +264 2.05% Q4 2025 Feb 10, 2026
Keebeck Wealth Management History Reduced 13,007 425 0.05% 0.06% 196 -561 -4.13% Q4 2025 Feb 17, 2026
State of Wyoming History Added to 12,712 416 0.05% 0.01% 197 +11,366 844.43% Q4 2025 Feb 11, 2026
Dynamic Technology Lab Private Ltd History Reduced 12,520 410 0.09% 0.08% 198 -620 -4.72% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Added to 11,300 370 0.01% 0.0% 199 +8,955 381.88% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 11,173 365 0.0% 0.0% 200 +1,735 18.38% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Reduced 10,930 357 0.0% 0.0% 201 -2,594 -19.18% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History New 10,333 338 0.0% 202 +10,333 New Q4 2025 Feb 13, 2026
Bridgewater Associates, LP History Added to 10,256 335 0.0% 0.0% 203 +4,862 90.14% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 10,131 331 0.0% 0.0% 204 +31 0.31% Q4 2025 Jan 30, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 10,090 330 0.0% 205 +10,090 New Q4 2025 Feb 10, 2026
Swiss Life Asset Management Ltd History New 10,019 328 0.0% 206 +10,019 New Q4 2025 Feb 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 10,000 327 0.03% 0.03% 207 -55 -0.55% Q4 2025 Jan 23, 2026
City Center Advisors, LLC History New 9,926 325 0.3% 208 +9,926 New Q4 2025 Jan 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 9,582 313 0.01% 209 +9,582 New Q4 2025 Jan 27, 2026
MANGROVE PARTNERS IM, LLC History New 8,861 290 0.02% 210 +8,861 New Q4 2025 Feb 17, 2026
XPONANCE LLC History Added to 8,701 284 0.0% 0.0% 211 +97 1.13% Q4 2025 Feb 12, 2026
GABELLI FUNDS LLC History New 8,500 278 0.0% 212 +8,500 New Q4 2025 Feb 05, 2026
Tidal Investments LLC History New 8,343 273 0.0% 213 +8,343 New Q4 2025 Feb 13, 2026
OXFORD ASSET MANAGEMENT LLP History New 8,055 263 0.11% 214 +8,055 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,686 252 0.0% 0.0% 215 0 0.0% Q4 2025 Feb 13, 2026
Jump Financial, LLC History New 7,661 250 0.0% 216 +7,661 New Q4 2025 Feb 17, 2026
Forum Financial Management, LP History No change 7,631 249 0.0% 0.0% 217 0 0.0% Q4 2025 Jan 27, 2026
Smithfield Trust Co History No change 7,560 248 0.01% 0.01% 218 0 0.0% Q4 2025 Feb 09, 2026
Blueshift Asset Management, LLC History New 7,408 242 0.07% 219 +7,408 New Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 7,290 238 0.0% 220 +7,290 New Q4 2025 Feb 12, 2026
EntryPoint Capital, LLC History No change 7,214 236 0.09% 0.11% 221 0 0.0% Q4 2025 Feb 12, 2026
Shay Capital LLC History New 7,000 229 0.02% 222 +7,000 New Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History No change 6,864 225 0.0% 0.0% 223 0 0.0% Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Reduced 6,738 220 0.0% 0.0% 224 -247 -3.54% Q4 2025 Feb 12, 2026
Sandia Investment Management LP History Reduced 6,550 214 0.53% 1.69% 225 -8,450 -56.33% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 6,509 213 0.0% 0.0% 226 +992 17.98% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History New 6,325 207 0.0% 227 +6,325 New Q4 2025 Feb 13, 2026
FORA Capital, LLC History New 7,346 202 0.02% 228 +7,346 New Q4 2025 Feb 13, 2026
Cetera Trust Company, N.A History Reduced 5,930 194 0.1% 0.14% 229 -500 -7.78% Q4 2025 Feb 13, 2026
SBI Okasan Asset Management Co.Ltd. History New 5,800 191 0.01% 230 +5,800 New Q4 2025 Feb 10, 2026
Central Pacific Bank - Trust Division History Added to 5,427 177 0.02% 0.0% 231 +4,460 461.22% Q4 2025 Jan 07, 2026
New Age Alpha Advisors, LLC History New 5,181 169 0.01% 232 +5,181 New Q4 2025 Feb 09, 2026
VIRTUS ADVISERS, LLC History No change 5,058 165 0.08% 0.11% 233 0 0.0% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 3,960 129 0.0% 0.0% 234 +3,564 900.0% Q4 2025 Jan 23, 2026
Covestor Ltd History Added to 3,350 110 0.06% 0.07% 235 +153 4.79% Q4 2025 Feb 06, 2026
KBC Group NV History No change 3,218 105 0.0% 0.0% 236 0 0.0% Q4 2025 Jan 26, 2026
Pacer Advisors, Inc. History Added to 3,144 102 0.0% 0.0% 237 +569 22.1% Q4 2025 Feb 24, 2026
RiverPark Advisors, LLC History Reduced 2,904 95 0.03% 0.06% 238 -530 -15.43% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 2,533 93 0.0% 239 +2,533 New Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 2,575 84 0.0% 240 +2,575 New Q4 2025 Jan 14, 2026
Horizon Investments, LLC History New 2,575 84 0.0% 241 +2,575 New Q4 2025 Feb 02, 2026
EverSource Wealth Advisors, LLC History Added to 2,400 78 0.0% 0.0% 242 +287 13.58% Q4 2025 Feb 06, 2026
1620 INVESTMENT ADVISORS, INC. History New 2,366 77 0.05% 243 +2,366 New Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History New 2,230 73 0.0% 244 +2,230 New Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 1,762 57 0.0% 0.0% 245 +1,515 613.36% Q4 2025 Jan 05, 2026
DANSKE BANK A/S History New 1,600 52 0.0% 246 +1,600 New Q4 2025 Feb 02, 2026
CWM, LLC History Reduced 1,516 50 0.0% 0.0% 247 -584 -27.81% Q4 2025 Jan 26, 2026
Smartleaf Asset Management LLC History Added to 1,160 38 0.0% 248 +1,141 6005.26% Q4 2025 Feb 13, 2026
FIRST HORIZON CORP History Added to 1,085 35 0.0% 0.0% 249 +84 8.39% Q4 2025 Jan 27, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,009 33 0.0% 0.0% 250 -44 -4.18% Q4 2025 Jan 15, 2026
Kemnay Advisory Services Inc. History New 670 21 0.0% 252 +670 New Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Added to 653 21 0.0% 0.0% 251 +249 61.63% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 594 19 0.0% 0.0% 253 -10 -1.66% Q4 2025 Jan 26, 2026
Salomon & Ludwin, LLC History Reduced 502 15 0.0% 0.0% 254 -156 -23.71% Q4 2025 Jan 28, 2026
CULLEN/FROST BANKERS, INC. History Added to 402 13 0.0% 0.0% 255 +4 1.01% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 341 11 0.0% 256 +341 New Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Reduced 284 9 0.0% 0.0% 258 -363 -56.11% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 285 9 0.0% 0.0% 259 -94 -24.8% Q4 2025 Mar 16, 2026
HARBOUR INVESTMENTS, INC. History No change 300 9 0.0% 0.0% 257 0 0.0% Q4 2025 Feb 09, 2026
Optiver Holding B.V. History Reduced 273 8 0.0% 0.0% 262 -292 -51.68% Q4 2025 Feb 17, 2026
Olistico Wealth, LLC History New 250 8 0.0% 263 +250 New Q4 2025 Jan 13, 2026
MCF Advisors LLC History Reduced 245 8 0.0% 0.0% 261 -38 -13.43% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 260 8 0.0% 0.0% 260 0 0.0% Q4 2025 Feb 10, 2026
ORG Partners LLC History New 215 7 0.0% 265 +215 New Q4 2025 Jan 14, 2026
UMB Bank, n.a. History Added to 238 7 0.0% 0.0% 264 +10 4.39% Q4 2025 Feb 13, 2026
Truvestments Capital LLC History New 179 5 0.0% 268 +179 New Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 163 5 0.0% 266 +149 1064.29% Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 158 5 0.0% 0.0% 267 -106 -40.15% Q4 2025 Feb 13, 2026
Quarry LP History New 123 4 0.0% 270 +123 New Q4 2025 Feb 13, 2026
T. Rowe Price Investment Management, Inc. History No change 122 4 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 19, 2026
Arax Advisory Partners History Reduced 102 3 0.0% 0.0% 273 -188 -64.83% Q4 2025 Feb 13, 2026
Torren Management, LLC History New 122 3 0.0% 276 +122 New Q4 2025 Jan 30, 2026
J.Safra Asset Management Corp History New 93 3 0.0% 272 +93 New Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History New 93 3 0.0% 275 +93 New Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 112 3 0.0% 0.0% 271 +42 60.0% Q4 2025 Feb 10, 2026
Vermillion & White Wealth Management Group, LLC History No change 104 3 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 18, 2026
High Note Wealth, LLC History New 89 2 0.0% 279 +89 New Q4 2025 Feb 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 67 2 0.0% 0.0% 278 -31 -31.63% Q4 2025 Jan 07, 2026
MAI Capital Management History Added to 88 2 0.0% 0.0% 277 +7 8.64% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 53 1 0.0% 282 +53 New Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 51 1 0.0% 280 +49 2450.0% Q4 2025 Feb 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 55 1 0.0% 0.0% 281 +15 37.5% Q4 2025 Feb 03, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 0.2% -1,519,779 -100.0% Q3 2025 Nov 13, 2025
Hood River Capital Management LLC History Closed out 0 0 0.45% -1,012,172 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.06% -764,121 -100.0% Q3 2025 Nov 14, 2025
FARALLON CAPITAL MANAGEMENT LLC History Closed out 0 0 0.12% -750,000 -100.0% Q3 2025 Feb 17, 2026
Fortress Investment Group LLC History Closed out 0 0 3.45% -686,071 -100.0% Q3 2025 Nov 14, 2025
LORD, ABBETT & CO. LLC History Closed out 0 0 0.07% -585,774 -100.0% Q3 2025 Nov 13, 2025
Westwind Capital History Closed out 0 0 3.33% -420,897 -100.0% Q3 2025 Oct 14, 2025
SOROS FUND MANAGEMENT LLC History Closed out 0 0 0.18% -337,554 -100.0% Q3 2025 Nov 14, 2025
Man Group plc History Closed out 0 0 0.02% -319,707 -100.0% Q3 2025 Nov 14, 2025
Woodline Partners LP History Closed out 0 0 0.05% -275,636 -100.0% Q3 2025 Nov 14, 2025
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -233,522 -100.0% Q3 2025 Nov 13, 2025
Monashee Investment Management LLC History Closed out 0 0 2.84% -150,000 -100.0% Q3 2025 Nov 12, 2025
Roubaix Capital, LLC History Closed out 0 0 2.09% -118,092 -100.0% Q3 2025 Nov 12, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -115,416 -100.0% Q3 2025 Nov 13, 2025
HBK INVESTMENTS L P History Closed out 0 0 0.04% -100,000 -100.0% Q3 2025 Nov 14, 2025
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Closed out 0 0 0.01% -77,091 -100.0% Q3 2025 Nov 14, 2025
Focus Partners Wealth History Closed out 0 0 0.0% -49,022 -100.0% Q3 2025 Nov 14, 2025
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -47,675 -100.0% Q3 2025 Nov 12, 2025
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -44,259 -100.0% Q3 2025 Nov 14, 2025
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.02% -40,543 -100.0% Q3 2025 Nov 14, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.21% -34,320 -100.0% Q3 2025 Nov 13, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -30,992 -100.0% Q3 2025 Nov 14, 2025
Rakuten Investment Management, Inc. History Closed out 0 0 0.02% -22,780 -100.0% Q3 2025 Oct 30, 2025
Aristides Capital LLC History Closed out 0 0 0.12% -22,000 -100.0% Q3 2025 Nov 13, 2025
Quantbot Technologies LP History Closed out 0 0 0.02% -21,991 -100.0% Q3 2025 Nov 12, 2025
Legato Capital Management LLC History Closed out 0 0 0.08% -20,200 -100.0% Q3 2025 Nov 12, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -16,107 -100.0% Q3 2025 Nov 13, 2025
DnB Asset Management AS History Closed out 0 0 0.0% -15,965 -100.0% Q3 2025 Nov 12, 2025
Harbour Capital Advisors, LLC History Closed out 0 0 0.11% -14,130 -100.0% Q3 2025 Oct 09, 2025
MRA Advisory Group History Closed out 0 0 0.21% -12,979 -100.0% Q3 2025 Nov 07, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.0% -10,700 -100.0% Q3 2025 Nov 13, 2025
Cynosure Group, LLC History Closed out 0 0 0.04% -10,100 -100.0% Q3 2025 Nov 13, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.04% -9,572 -100.0% Q3 2025 Nov 14, 2025
HMS Capital Management, LLC History Closed out 0 0 0.15% -9,379 -100.0% Q3 2025 Oct 30, 2025
Quantum Portfolio Management LLC History Closed out 0 0 0.1% -8,537 -100.0% Q3 2025 Oct 29, 2025
CIBC Asset Management Inc History Closed out 0 0 0.0% -7,507 -100.0% Q3 2025 Oct 31, 2025
WoodTrust Financial Corp History Closed out 0 0 0.03% -7,500 -100.0% Q3 2025 Oct 28, 2025
Verdence Capital Advisors LLC History Closed out 0 0 0.02% -7,218 -100.0% Q3 2025 Oct 29, 2025
Carnegie Investment Counsel History Closed out 0 0 0.0% -7,002 -100.0% Q3 2025 Oct 16, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.03% -6,765 -100.0% Q3 2025 Nov 14, 2025
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 0.0% -6,593 -100.0% Q3 2025 Nov 12, 2025
Caption Management, LLC History Closed out 0 0 0.0% -6,500 -100.0% Q3 2025 Nov 14, 2025
Mariner, LLC History Closed out 0 0 0.0% -6,083 -100.0% Q3 2025 Nov 14, 2025
Diametric Capital, LP History Closed out 0 0 0.08% -5,767 -100.0% Q3 2025 Nov 13, 2025
HOHIMER WEALTH MANAGEMENT, LLC History Closed out 0 0 0.03% -5,700 -100.0% Q3 2025 Nov 12, 2025
Ground Swell Capital, LLC History Closed out 0 0 0.47% -5,624 -100.0% Q3 2025 Nov 06, 2025
Ninepoint Partners LP History Closed out 0 0 0.02% -4,252 -100.0% Q3 2025 Nov 12, 2025
Gen-Wealth Partners Inc History Closed out 0 0 0.03% -2,510 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -830 -100.0% Q3 2025 Nov 14, 2025
ANTIPODES PARTNERS Ltd History Closed out 0 0 0.0% -823 -100.0% Q3 2025 Nov 10, 2025
NBC SECURITIES, INC. History Closed out 0 0 0.0% -438 -100.0% Q3 2025 Nov 14, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -400 -100.0% Q3 2025 Dec 15, 2025
Larson Financial Group LLC History Closed out 0 0 0.0% -369 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -315 -100.0% Q3 2025 Nov 18, 2025
Hillsdale Investment Management Inc. History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 10, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -137 -100.0% Q3 2025 Nov 12, 2025
Versant Capital Management, Inc History Closed out 0 0 0.0% -130 -100.0% Q3 2025 Oct 27, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.0% -56 -100.0% Q3 2025 Nov 19, 2025
BESSEMER GROUP INC History Closed out 0 0 0.0% -42 -100.0% Q3 2025 Nov 05, 2025
Parkside Financial Bank & Trust History Closed out 0 0 0.0% -34 -100.0% Q3 2025 Oct 30, 2025
CIBC Private Wealth Group LLC History New 28 0 +28 New Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 24 0 +24 New Q4 2025 Jan 21, 2026
Keating Financial Advisory Services, Inc. History New 23 0 +23 New Q4 2025 Feb 09, 2026
TD PRIVATE CLIENT WEALTH LLC History New 18 0 +18 New Q4 2025 Feb 05, 2026
Rossby Financial, LCC History New 18 0 +18 New Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History New 16 0 +16 New Q4 2025 Feb 10, 2026
Bare Financial Services, Inc History Closed out 0 0 -14 -100.0% Q3 2025 Nov 12, 2025
Abound Wealth Management History Closed out 0 0 -12 -100.0% Q3 2025 Oct 10, 2025
Physician Wealth Advisors, Inc. History New 11 0 +11 New Q4 2025 Jan 29, 2026
ASSETMARK, INC History New 9 0 +9 New Q4 2025 Jan 23, 2026
JFS WEALTH ADVISORS, LLC History New 9 0 +9 New Q4 2025 Jan 14, 2026
SIGNATUREFD, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Oct 21, 2025
IFP Advisors, Inc History Closed out 0 0 -7 -100.0% Q3 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Reduced 21 0 -3 -12.5% Q4 2025 Feb 03, 2026
Dunhill Financial, LLC History New 3 0 +3 New Q4 2025 Jan 29, 2026
Hughes Financial Services, LLC History New 3 0 +3 New Q4 2025 Feb 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 3 0 +3 New Q4 2025 Feb 11, 2026
ROSS\JOHNSON & Associates LLC History New 2 0 +2 New Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History New 1 0 +1 New Q4 2025 Feb 09, 2026
SouthState Bank Corp History No change 19 0 0 0.0% Q4 2025 Feb 11, 2026
True Wealth Design, LLC History No change 23 0 0 0.0% Q4 2025 Jan 08, 2026