WIPRO LTD - WIT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Reduced 58,447,027 165,989 0.0% 0.0% 1 -3,590,549 -5.79% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 48,531,368 137,829 0.01% 0.0% 2 +19,114,904 64.98% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 23,861,012 67,765 0.0% 0.0% 3 +179,034 0.76% Q4 2025 Feb 13, 2026
VANGUARD GROUP INC History Reduced 22,476,328 63,832 0.0% 0.0% 4 -392,131 -1.71% Q4 2025 Jan 29, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 15,778,368 44,799 0.07% 0.11% 5 -7,166,400 -31.23% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Reduced 15,351,124 43,597 0.03% 0.03% 6 -1,303,432 -7.83% Q4 2025 Feb 13, 2026
Defiance ETFs, LLC History New 13,819,932 39,525 1.29% 7 +13,819,932 New Q4 2025 Feb 17, 2026
Penserra Capital Management LLC History Added to 13,819,932 39,248 0.47% 0.29% 8 +4,577,466 49.53% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 13,654,405 38,778 0.01% 0.01% 9 +609,565 4.67% Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 11,013,407 31,278 0.01% 0.01% 10 +925,706 9.18% Q4 2025 Feb 10, 2026
NORGES BANK History New 7,759,065 22,035 0.0% 11 +7,759,065 New Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 7,391,444 20,991 0.0% 0.0% 12 +294,576 4.15% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 6,413,322 18,213 0.0% 0.0% 13 +1,855,349 40.71% Q4 2025 Mar 25, 2026
Creative Planning History Added to 6,059,250 17,208 0.01% 0.01% 14 +1,529,854 33.78% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 5,326,449 15,127 0.01% 0.02% 15 -15,978,842 -75.0% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 5,170,269 14,683 0.04% 0.04% 16 -84,864 -1.61% Q4 2025 Feb 10, 2026
Robeco Institutional Asset Management B.V. History Added to 4,871,157 13,834 0.02% 0.02% 17 +263,631 5.72% Q4 2025 Jan 23, 2026
NORTHERN TRUST CORP History Added to 4,630,390 13,150 0.0% 0.0% 18 +90,563 1.99% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 4,335,167 12,311 0.0% 0.0% 19 +161,389 3.87% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 4,262,594 12,191 0.01% 20 +4,262,594 New Q4 2025 Feb 13, 2026
Promethos Capital, LLC History Reduced 3,422,168 9,718 2.65% 2.5% 21 -90,120 -2.57% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,969,389 8,433 0.0% 0.0% 22 +352,305 13.46% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 2,644,109 7,509 0.01% 0.01% 23 -841,720 -24.15% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 2,356,317 6,691 0.01% 0.01% 24 -54,242 -2.25% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,210,858 6,278 0.0% 0.0% 25 +81,022 3.8% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 2,198,400 6,243 0.01% 0.01% 26 -1,188,900 -35.1% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 2,155,772 6,122 0.0% 0.0% 27 +1,413,563 190.45% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,136,767 6,068 0.18% 0.12% 28 +682,194 46.9% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,059,100 5,847 0.0% 0.0% 29 -1,494,528 -42.06% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 1,873,750 5,321 0.0% 0.0% 30 +968,899 107.08% Q4 2025 Feb 19, 2026
B. Metzler seel. Sohn & Co. AG History New 1,784,104 5,075 0.04% 31 +1,784,104 New Q4 2025 Jan 28, 2026
Vanguard Personalized Indexing Management, LLC History Added to 1,442,841 4,097 0.04% 0.03% 32 +373,384 34.91% Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 1,442,240 4,095 0.09% 0.1% 33 +1,212,199 526.95% Q4 2025 Feb 17, 2026
LMR Partners LLP History Reduced 1,397,631 3,969 0.01% 0.02% 34 -1,411 -0.1% Q4 2025 Feb 17, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 1,353,228 3,876 0.0% 0.0% 35 -66,335 -4.67% Q4 2025 Jan 08, 2026
Ethic Inc. History Added to 1,345,886 3,822 0.06% 0.05% 36 +101,344 8.14% Q4 2025 Feb 03, 2026
OLD MISSION CAPITAL LLC History New 1,301,887 3,697 0.08% 37 +1,301,887 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 1,271,603 3,611 0.0% 0.0% 38 -49,705 -3.76% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Added to 1,231,260 3,496 0.03% 0.03% 39 +204,250 19.89% Q4 2025 Feb 18, 2026
Perpetual Ltd History Reduced 1,189,500 3,378 0.05% 0.04% 40 -7,100 -0.59% Q4 2025 Jan 20, 2026
Cerity Partners LLC History Added to 1,058,230 3,005 0.0% 0.0% 41 +137,552 14.94% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 1,015,276 2,883 0.0% 0.0% 42 +226,565 28.73% Q4 2025 Feb 12, 2026
MARSHALL WACE, LLP History Reduced 906,686 2,574 0.0% 0.0% 43 -37,372 -3.96% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 889,836 2,527 0.0% 0.01% 44 -6,308,040 -87.64% Q4 2025 Feb 09, 2026
DEUTSCHE BANK AG\ History Added to 813,925 2,311 0.0% 0.0% 45 +5,168 0.64% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 809,238 2,298 0.0% 0.0% 46 -305,426 -27.4% Q4 2025 Jan 30, 2026
PRUDENTIAL FINANCIAL INC History Reduced 790,100 2,243 0.0% 0.0% 47 -21,900 -2.7% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 779,143 2,212 0.01% 0.01% 48 +129,475 19.93% Q4 2025 Feb 03, 2026
SEI INVESTMENTS CO History Added to 774,247 2,198 0.0% 0.0% 49 +303,903 64.61% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 736,524 2,089 0.0% 0.0% 50 +56,870 8.37% Q4 2025 Mar 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 718,538 2,041 0.0% 0.0% 51 0 0.0% Q4 2025 Feb 05, 2026
LPL Financial LLC History Added to 716,635 2,035 0.0% 0.0% 52 +71,554 11.09% Q4 2025 Feb 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 649,846 1,845 0.0% 53 +649,846 New Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 608,398 1,731 0.0% 0.0% 54 +72,356 13.5% Q4 2025 Feb 13, 2026
Man Group plc History Reduced 591,424 1,679 0.0% 0.0% 55 -29,800 -4.8% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 585,298 1,662 0.01% 0.01% 56 +2,783 0.48% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Reduced 551,516 1,566 0.02% 0.02% 57 -6,178 -1.11% Q4 2025 Jan 20, 2026
Abacus Wealth Partners, LLC History Added to 536,959 1,524 0.15% 0.01% 58 +509,353 1845.08% Q4 2025 Feb 05, 2026
Ballentine Partners, LLC History Added to 534,119 1,516 0.02% 0.02% 59 +46,837 9.61% Q4 2025 Feb 03, 2026
Frank, Rimerman Advisors LLC History Reduced 487,853 1,385 0.09% 0.09% 60 -35,558 -6.79% Q4 2025 Jan 15, 2026
ALPS ADVISORS INC History Reduced 477,155 1,355 0.01% 0.01% 61 -23,796 -4.75% Q4 2025 Feb 12, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 473,301 1,344 0.02% 0.02% 62 -2,430 -0.51% Q4 2025 Feb 13, 2026
West Family Investments, Inc. History Reduced 460,362 1,307 0.31% 48.14% 63 -80,589 -14.9% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 433,297 1,230 0.0% 0.0% 64 +80,463 22.8% Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 429,181 1,218 0.0% 65 +429,181 New Q4 2025 Feb 13, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History Reduced 423,419 1,202 0.27% 0.3% 66 -64,825 -13.28% Q4 2025 Feb 11, 2026
Allianz Asset Management GmbH History Reduced 402,601 1,143 0.0% 0.0% 67 -573,084 -58.74% Q4 2025 Feb 11, 2026
PCM Encore, LLC History New 397,850 1,129 0.24% 68 +397,850 New Q4 2025 Feb 13, 2026
PRUDENTIAL PLC History New 390,750 1,109 0.01% 69 +390,750 New Q4 2025 Feb 11, 2026
GAM Holding AG History New 380,000 1,079 0.07% 70 +380,000 New Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History No change 378,992 1,076 0.0% 0.0% 71 0 0.0% Q4 2025 Feb 17, 2026
DGS Capital Management, LLC History Reduced 360,711 1,024 0.18% 0.19% 72 -37,600 -9.44% Q4 2025 Feb 24, 2026
XTX Topco Ltd History Reduced 354,573 1,006 0.03% 0.05% 73 -7,693 -2.12% Q4 2025 Feb 17, 2026
Integrated Quantitative Investments LLC History Reduced 351,767 999 0.21% 0.39% 74 -171,216 -32.74% Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 325,376 924 0.01% 0.01% 75 0 0.0% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History Added to 325,200 923 0.0% 0.0% 76 +177,800 120.62% Q4 2025 Jan 28, 2026
Sava Infond d.o.o. History No change 320,000 908 0.12% 0.12% 77 0 0.0% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 306,988 871 0.0% 0.0% 78 -4,471 -1.44% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 302,133 858 0.0% 0.0% 79 +37,906 14.35% Q4 2025 Feb 13, 2026
Lester Murray Antman dba SimplyRich History Reduced 301,350 855 0.22% 0.21% 80 -1,540 -0.51% Q4 2025 Jan 23, 2026
AIMZ Investment Advisors, LLC History Reduced 287,509 816 0.23% 0.24% 81 -5,332 -1.82% Q4 2025 Feb 17, 2026
Vestcor Inc History No change 282,113 801 0.02% 0.02% 82 0 0.0% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Added to 275,293 781 0.01% 0.01% 83 +31,345 12.85% Q4 2025 Feb 11, 2026
TCW GROUP INC History No change 274,270 778 0.01% 0.01% 84 0 0.0% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 256,885 729 0.0% 0.0% 85 -131,124 -33.79% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Added to 253,238 719 0.0% 0.0% 86 +13,017 5.42% Q4 2025 Feb 13, 2026
PDS Planning, Inc History Added to 251,624 714 0.05% 0.04% 87 +35,793 16.58% Q4 2025 Jan 26, 2026
BSW Wealth Partners History Added to 244,156 693 0.08% 0.07% 88 +34,727 16.58% Q4 2025 Jan 23, 2026
SEGALL BRYANT & HAMILL, LLC History No change 238,500 677 0.01% 0.01% 89 0 0.0% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 228,139 647 0.0% 0.0% 90 +189,792 494.93% Q4 2025 Feb 17, 2026
Arta Finance Wealth Management LLC History New 220,567 626 0.32% 91 +220,567 New Q4 2025 Jan 20, 2026
Modern Wealth Management, LLC History Added to 219,083 622 0.01% 0.01% 92 +3,720 1.73% Q4 2025 Feb 17, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 213,752 611 0.01% 0.01% 93 0 0.0% Q4 2025 Jan 28, 2026
Crossmark Global Holdings, Inc. History Added to 201,991 573 0.01% 0.01% 94 +274 0.14% Q4 2025 Feb 03, 2026
Caprock Group, LLC History Reduced 197,308 560 0.01% 0.02% 95 -54,055 -21.5% Q4 2025 Jan 28, 2026
TWO SIGMA ADVISERS, LP History Added to 195,200 554 0.0% 0.0% 96 +23,800 13.89% Q4 2025 Feb 17, 2026
V-Square Quantitative Management LLC History Reduced 193,886 550 0.06% 0.14% 97 -115,016 -37.23% Q4 2025 Jan 22, 2026
Blue Trust, Inc. History Added to 188,840 536 0.01% 0.0% 99 +59,550 46.06% Q4 2025 Jan 16, 2026
MML INVESTORS SERVICES, LLC History Reduced 188,880 536 0.0% 0.0% 98 -5,260 -2.71% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 186,434 529 0.0% 0.0% 100 +132,259 244.13% Q4 2025 Feb 12, 2026
E. Ohman J:or Asset Management AB History No change 179,000 508 0.01% 0.01% 101 0 0.0% Q4 2025 Jan 12, 2026
Bridgewater Advisors Inc. History Added to 193,496 503 0.03% 0.03% 102 +18,110 10.33% Q4 2025 Jan 23, 2026
HSBC HOLDINGS PLC History Reduced 175,254 497 0.0% 0.0% 103 -326,695 -65.09% Q4 2025 Mar 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 172,048 488 0.0% 0.0% 104 0 0.0% Q4 2025 Jan 27, 2026
DekaBank Deutsche Girozentrale History No change 75,049 465 0.0% 0.0% 105 0 0.0% Q4 2025 Jan 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 153,111 434 0.01% 0.0% 106 +80,079 109.65% Q4 2025 Jan 16, 2026
Federation des caisses Desjardins du Quebec History Added to 145,594 413 0.0% 0.0% 107 +47,610 48.59% Q4 2025 Feb 12, 2026
Harvest Portfolios Group Inc. History Reduced 132,235 375 0.01% 0.01% 108 -8,001 -5.71% Q4 2025 Feb 06, 2026
Sivia Capital Partners, LLC History Added to 129,294 367 0.07% 0.09% 109 +12,122 10.35% Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 129,103 366 0.0% 0.0% 110 +7,367 6.05% Q4 2025 Feb 09, 2026
EntryPoint Capital, LLC History Added to 114,074 323 0.13% 0.06% 111 +53,368 87.91% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History Added to 112,010 318 0.01% 0.0% 112 +84,687 309.95% Q4 2025 Feb 11, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 107,691 305 0.0% 0.0% 113 +1,343 1.26% Q4 2025 Jan 26, 2026
HRT FINANCIAL LP History Reduced 106,786 303 0.0% 0.01% 114 -424,877 -79.91% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Reduced 106,088 301 0.0% 0.0% 115 -15,433 -12.7% Q4 2025 Feb 09, 2026
GREENLEAF TRUST History Added to 101,154 287 0.0% 0.0% 116 +27,181 36.74% Q4 2025 Jan 21, 2026
Point72 Asset Management, L.P. History Reduced 100,759 286 0.0% 0.0% 118 -672,441 -86.97% Q4 2025 Feb 17, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 100,900 286 0.01% 0.01% 117 -81,500 -44.68% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 100,675 285 0.0% 0.0% 119 -292,777 -74.41% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 99,059 281 0.0% 0.0% 120 +18,311 22.68% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 97,024 275 0.0% 0.0% 121 -121,275 -55.55% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 94,854 270 0.0% 122 +94,854 New Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 95,142 270 0.0% 0.0% 123 -402 -0.42% Q4 2025 Feb 05, 2026
Focus Partners Wealth History Added to 94,861 269 0.0% 0.0% 124 +9,243 10.8% Q4 2025 Feb 13, 2026
Foster Group, Inc. History Added to 94,485 268 0.01% 0.01% 126 +16,615 21.34% Q4 2025 Jan 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 94,706 268 0.0% 0.01% 125 -12,406 -11.58% Q4 2025 Jan 23, 2026
RAYMOND JAMES FINANCIAL INC History Added to 93,165 264 0.0% 0.0% 127 +8,458 9.99% Q4 2025 Feb 18, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 92,893 263 0.01% 0.01% 128 -115,048 -55.33% Q4 2025 Jan 27, 2026
LGT Group Foundation History No change 91,090 260 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 05, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 91,422 259 0.03% 0.03% 130 -1,782 -1.91% Q4 2025 Feb 13, 2026
Canopy Partners, LLC History Reduced 90,547 257 0.08% 0.08% 131 -1,901 -2.06% Q4 2025 Feb 12, 2026
Greenspring Advisors, LLC History New 90,099 255 0.02% 132 +90,099 New Q4 2025 Feb 10, 2026
PANAGORA ASSET MANAGEMENT INC History No change 88,576 251 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 88,294 250 0.0% 0.01% 134 -127,377 -59.06% Q4 2025 Feb 09, 2026
Banque Cantonale Vaudoise History Added to 87,971 250 0.01% 0.0% 135 +53,807 157.5% Q4 2025 Feb 06, 2026
TWO SIGMA INVESTMENTS, LP History New 79,757 226 0.0% 136 +79,757 New Q4 2025 Feb 17, 2026
XPONANCE LLC History Added to 77,987 221 0.0% 0.0% 137 +12,835 19.7% Q4 2025 Feb 12, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 77,665 220 0.01% 138 +77,665 New Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 77,180 219 0.0% 0.0% 139 +14,729 23.58% Q4 2025 Feb 06, 2026
Engineers Gate Manager LP History Added to 72,412 205 0.0% 0.0% 140 +44,469 159.14% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Reduced 71,608 203 0.01% 0.01% 141 -4,765 -6.24% Q4 2025 Feb 06, 2026
GLENMEDE TRUST CO NA History New 65,988 187 0.0% 142 +65,988 New Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 64,925 184 0.0% 0.0% 144 +18,390 39.52% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History No change 64,910 184 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History New 64,268 182 0.0% 145 +64,268 New Q4 2025 Jan 16, 2026
SmartHarvest Portfolios, LLC History New 63,916 181 0.06% 146 +63,916 New Q4 2025 Feb 12, 2026
Handelsbanken Fonder AB History New 60,651 172 0.0% 147 +60,651 New Q4 2025 Feb 06, 2026
Virtu Financial LLC History New 59,985 170 0.01% 148 +59,985 New Q4 2025 Feb 23, 2026
Compagnie Lombard Odier SCmA History Added to 60,000 170 0.0% 0.0% 149 +6,000 11.11% Q4 2025 Jan 16, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 59,707 169 0.03% 0.03% 150 0 0.0% Q4 2025 Jan 16, 2026
Lotus Technology Management, LP History New 57,386 162 0.09% 151 +57,386 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 55,640 158 0.0% 0.0% 152 +50,219 926.38% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Added to 54,715 155 0.0% 0.0% 153 +278 0.51% Q4 2025 Jan 06, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 54,374 154 0.0% 0.0% 155 -11,237 -17.13% Q4 2025 Feb 02, 2026
EverSource Wealth Advisors, LLC History Reduced 54,491 154 0.01% 0.01% 154 -6,135 -10.12% Q4 2025 Feb 06, 2026
BARCLAYS PLC History Reduced 53,261 151 0.0% 0.0% 156 -146,729 -73.37% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 53,299 151 0.0% 0.0% 157 +4,430 9.07% Q4 2025 Feb 05, 2026
Arax Advisory Partners History Added to 52,983 150 0.0% 0.0% 158 +37,885 250.93% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 53,099 150 0.0% 0.0% 159 +23,454 79.12% Q4 2025 Jan 28, 2026
CWM, LLC History Added to 50,933 145 0.0% 0.0% 160 +3,041 6.35% Q4 2025 Jan 26, 2026
Resonant Capital Advisors, LLC History New 48,453 137 0.01% 161 +48,453 New Q4 2025 Jan 29, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 45,146 128 0.0% 0.0% 162 0 0.0% Q4 2025 Jan 30, 2026
NATURAL INVESTMENTS, LLC History Added to 44,916 127 0.03% 0.03% 163 +2,060 4.81% Q4 2025 Jan 23, 2026
Quadrant Private Wealth Management, LLC History Added to 42,983 122 0.02% 0.01% 164 +19,578 83.65% Q4 2025 Jan 26, 2026
Vontobel Holding Ltd. History Added to 42,610 121 0.0% 0.0% 165 +938 2.25% Q4 2025 Feb 13, 2026
GeoWealth Management, LLC History Added to 42,591 120 0.0% 0.0% 166 +8,161 23.7% Q4 2025 Feb 17, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Added to 41,351 117 0.06% 0.05% 167 +6,801 19.68% Q4 2025 Jan 14, 2026
Lido Advisors, LLC History Added to 42,485 117 0.0% 0.0% 168 +4,454 11.71% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Added to 40,426 114 0.0% 0.0% 169 +12,124 42.84% Q4 2025 Feb 17, 2026
Vest Financial, LLC History Added to 39,527 112 0.0% 0.0% 170 +10,844 37.81% Q4 2025 Jan 30, 2026
Tidal Investments LLC History Added to 39,009 110 0.0% 0.0% 171 +7,228 22.74% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Reduced 38,129 108 0.01% 0.01% 172 -4,245 -10.02% Q4 2025 Jan 29, 2026
Ascent Group, LLC History Reduced 37,067 105 0.0% 0.0% 173 -1,776 -4.57% Q4 2025 Jan 20, 2026
Dynamic Advisor Solutions LLC History Added to 36,967 104 0.0% 0.0% 174 +6,266 20.41% Q4 2025 Jan 09, 2026
Voleon Capital Management LP History Reduced 35,052 99 0.0% 0.01% 176 -179,190 -83.64% Q4 2025 Feb 17, 2026
Diversified Trust Co History Reduced 34,956 99 0.0% 0.0% 175 -47,857 -57.79% Q4 2025 Jan 09, 2026
Farther Finance Advisors, LLC History Added to 34,918 99 0.0% 0.0% 177 +27,754 387.41% Q4 2025 Jan 23, 2026
Euro Pacific Asset Management, LLC History Added to 33,087 98 0.01% 0.01% 178 +6,793 25.83% Q4 2025 Jan 21, 2026
BARINGS LLC History No change 34,365 97 0.0% 0.0% 179 0 0.0% Q4 2025 Feb 12, 2026
TWO SIGMA SECURITIES, LLC History New 33,747 95 0.01% 180 +33,747 New Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 33,512 95 0.01% 0.0% 181 +5,024 17.64% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Added to 31,184 88 0.0% 0.0% 182 +13,262 74.0% Q4 2025 Feb 03, 2026
MGO ONE SEVEN LLC History Added to 31,062 88 0.0% 0.0% 183 +5,772 22.82% Q4 2025 Feb 03, 2026
AMERIPRISE FINANCIAL INC History Reduced 30,939 87 0.0% 0.0% 184 -674 -2.13% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 30,609 86 0.0% 0.0% 185 +1,213 4.13% Q4 2025 Jan 21, 2026
Newport Capital Group, LLC History Added to 30,423 86 0.05% 0.05% 186 +258 0.86% Q4 2025 Feb 13, 2026
Argos Wealth Advisors, LLC History New 30,264 85 0.02% 187 +30,264 New Q4 2025 Feb 04, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 30,252 85 0.02% 0.02% 188 -1,870 -5.82% Q4 2025 Feb 04, 2026
Hardy Reed LLC History Added to 29,768 84 0.01% 0.0% 190 +15,007 101.67% Q4 2025 Feb 06, 2026
BIP Wealth, LLC History Added to 29,623 84 0.0% 0.0% 189 +4,880 19.72% Q4 2025 Jan 21, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 31,973 83 0.0% 0.0% 192 -127,505 -79.95% Q4 2025 Jan 21, 2026
Allspring Global Investments Holdings, LLC History Added to 28,577 83 0.0% 0.0% 193 +15,453 117.75% Q4 2025 Jan 15, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 29,521 83 0.03% 0.02% 194 +3,278 12.49% Q4 2025 Jan 13, 2026
Calydon Capital History Reduced 29,513 83 0.01% 0.01% 191 -731 -2.42% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 28,752 81 0.0% 195 +28,752 New Q4 2025 Feb 18, 2026
SG Americas Securities, LLC History Reduced 28,012 80 0.0% 0.0% 197 -180,322 -86.55% Q4 2025 Jan 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 28,325 80 0.0% 0.0% 196 -22,631 -44.41% Q4 2025 Feb 18, 2026
Allworth Financial LP History New 28,113 79 0.0% 198 +28,113 New Q4 2025 Feb 05, 2026
Vestmark Advisory Solutions, Inc. History New 27,837 79 0.0% 199 +27,837 New Q4 2025 Feb 06, 2026
Composition Wealth, LLC History Added to 26,957 76 0.0% 0.0% 200 +11,685 76.51% Q4 2025 Feb 02, 2026
Wealthspire Advisors, LLC History Added to 26,671 75 0.0% 0.0% 201 +25,615 2425.66% Q4 2025 Feb 13, 2026
R Squared Ltd History Reduced 26,019 73 0.03% 0.05% 202 -21,767 -45.55% Q4 2025 Jan 30, 2026
Dynamic Technology Lab Private Ltd History Reduced 25,302 72 0.02% 0.03% 203 -38,903 -60.59% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History No change 25,192 71 0.0% 0.0% 204 0 0.0% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Reduced 24,747 70 0.0% 0.0% 205 -269,487 -91.59% Q4 2025 Feb 18, 2026
Piedmont Capital Management, LLC/NC History New 24,920 70 0.05% 207 +24,920 New Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Reduced 24,697 70 0.0% 0.0% 206 -706 -2.78% Q4 2025 Jan 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 23,753 67 0.0% 0.0% 208 +6,049 34.17% Q4 2025 Feb 09, 2026
Compound Planning, Inc. History Reduced 23,824 67 0.0% 0.0% 209 -5,536 -18.86% Q4 2025 Feb 19, 2026
NewEdge Wealth, LLC History Reduced 22,950 65 0.0% 0.05% 210 -1,229,271 -98.17% Q4 2025 Feb 03, 2026
Optas, LLC History Added to 22,828 64 0.01% 0.01% 211 +1,060 4.87% Q4 2025 Jan 27, 2026
Ariadne Wealth Management, LP History Reduced 28,118 64 0.03% 0.03% 212 -187 -0.66% Q4 2025 Feb 13, 2026
Elmwood Wealth Management, Inc. History Reduced 22,183 63 0.02% 0.03% 213 -5,536 -19.97% Q4 2025 Jan 08, 2026
Essex Bank History Reduced 22,024 62 0.01% 0.01% 215 -1,942 -8.1% Q4 2025 Feb 02, 2026
Dorsey & Whitney Trust CO LLC History Added to 21,991 62 0.0% 0.0% 214 +573 2.68% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 21,419 60 0.0% 0.0% 216 +6,495 43.52% Q4 2025 Feb 17, 2026
Legacy Advisors, LLC History New 21,066 59 0.01% 220 +21,066 New Q4 2025 Jan 27, 2026
Nolet Wealth Management, LLC History New 20,852 59 0.03% 222 +20,852 New Q4 2025 Feb 27, 2026
Intelligence Driven Advisers, LLC History Reduced 20,791 59 0.01% 0.01% 221 -3,297 -13.69% Q4 2025 Jan 23, 2026
Fragasso Financial Advisors Inc History Added to 20,957 59 0.0% 0.0% 218 +1,640 8.49% Q4 2025 Jan 07, 2026
Avestar Capital, LLC History Reduced 21,120 59 0.0% 0.0% 219 -516 -2.38% Q4 2025 Feb 10, 2026
OPPENHEIMER & CO INC History No change 21,000 59 0.0% 0.0% 217 0 0.0% Q4 2025 Feb 02, 2026
Caitong International Asset Management Co., Ltd History New 20,618 58 0.01% 223 +20,618 New Q4 2025 Mar 03, 2026
Sage Mountain Advisors LLC History Reduced 20,140 57 0.0% 0.0% 224 -296 -1.45% Q4 2025 Jan 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 19,985 56 0.0% 225 +19,985 New Q4 2025 Feb 17, 2026
Cladis Investment Advisory, LLC History New 19,680 55 0.03% 227 +19,680 New Q4 2025 Feb 13, 2026
Penobscot Investment Management Company, Inc. History Reduced 19,668 55 0.0% 0.01% 226 -9,834 -33.33% Q4 2025 Jan 27, 2026
Cetera Investment Advisers History New 19,029 54 0.0% 228 +19,029 New Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History No change 18,436 53 0.01% 0.01% 229 0 0.0% Q4 2025 Jan 23, 2026
Brooklyn Investment Group History New 18,163 52 0.0% 230 +18,163 New Q4 2025 Feb 12, 2026
Independent Advisor Alliance History New 18,265 51 0.0% 231 +18,265 New Q4 2025 Feb 04, 2026
Qube Research & Technologies Ltd History Reduced 17,707 50 0.0% 0.0% 232 -1,703,737 -98.97% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 17,712 50 0.0% 0.0% 233 0 0.0% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Reduced 16,700 47 0.0% 0.0% 235 -707,420 -97.69% Q4 2025 Feb 17, 2026
Leo Wealth, LLC History Added to 16,756 47 0.0% 0.0% 237 +3,602 27.38% Q4 2025 Jan 21, 2026
SYM FINANCIAL Corp History Added to 16,759 47 0.0% 0.0% 234 +1,846 12.38% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 16,741 47 0.0% 0.0% 236 -441 -2.57% Q4 2025 Feb 11, 2026
EVOKE WEALTH, LLC History New 16,144 45 0.0% 238 +16,144 New Q4 2025 Feb 06, 2026
Financial Planning Navigators CORP History New 16,136 45 0.02% 240 +16,136 New Q4 2025 Jan 16, 2026
Simplicity Wealth,LLC History Reduced 16,136 45 0.0% 0.0% 239 -459 -2.77% Q4 2025 Jan 30, 2026
New Republic Capital, LLC History New 15,682 44 0.01% 244 +15,682 New Q4 2025 Feb 10, 2026
Frec Markets, Inc. History New 15,645 44 0.01% 246 +15,645 New Q4 2025 Feb 17, 2026
Jain Global LLC History New 15,537 44 0.0% 245 +15,537 New Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Added to 15,732 44 0.0% 0.0% 243 +5,140 48.53% Q4 2025 Feb 12, 2026
Mayflower Financial Advisors, LLC History Reduced 15,843 44 0.01% 0.01% 242 -947 -5.64% Q4 2025 Jan 13, 2026
CHOREO, LLC History Added to 15,555 44 0.0% 0.0% 241 +232 1.51% Q4 2025 Jan 23, 2026
WealthCollab, LLC History Reduced 15,292 43 0.02% 0.02% 249 -1,721 -10.12% Q4 2025 Jan 27, 2026
Catalyst Funds Management Pty Ltd History Added to 15,406 43 0.01% 0.01% 248 +906 6.25% Q4 2025 Feb 09, 2026
EWA, LLC History Reduced 15,343 43 0.01% 0.01% 247 -346 -2.21% Q4 2025 Feb 03, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 14,811 42 0.0% 0.0% 250 +4,458 43.06% Q4 2025 Feb 10, 2026
Tuttle Capital Management, LLC History New 14,377 40 0.09% 251 +14,377 New Q4 2025 Jan 08, 2026
Atlas Legacy Advisors, LLC History Added to 14,479 40 0.01% 0.01% 253 +531 3.81% Q4 2025 Jan 29, 2026
HighPoint Advisor Group LLC History Added to 14,259 40 0.0% 0.0% 252 +3 0.02% Q4 2025 Feb 04, 2026
Kathmere Capital Management, LLC History New 13,782 39 0.0% 255 +13,782 New Q4 2025 Jan 13, 2026
Global Retirement Partners, LLC History Reduced 13,953 39 0.0% 0.0% 254 -2,225 -13.75% Q4 2025 Feb 06, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 13,400 38 0.0% 0.0% 256 -15,808 -54.12% Q4 2025 Feb 17, 2026
JOURNEY STRATEGIC WEALTH LLC History New 13,501 38 0.0% 257 +13,501 New Q4 2025 Feb 13, 2026
CogentBlue Wealth Advisors, LLC History Added to 13,446 38 0.03% 0.02% 258 +1,060 8.56% Q4 2025 Jan 16, 2026
Walkner Condon Financial Advisors LLC History Added to 13,258 37 0.01% 0.0% 260 +2,917 28.21% Q4 2025 Jan 21, 2026
Keel Point, LLC History Reduced 13,256 37 0.0% 0.0% 259 -418 -3.06% Q4 2025 Feb 12, 2026
Curi Capital, LLC History Added to 12,964 36 0.0% 0.0% 261 +2,763 27.09% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 12,995 36 0.0% 0.0% 262 +422 3.36% Q4 2025 Feb 17, 2026
Interchange Capital Partners, LLC History Added to 12,476 35 0.01% 0.01% 263 +2,228 21.74% Q4 2025 Jan 30, 2026
Aaron Wealth Advisors LLC History New 12,269 34 0.0% 265 +12,269 New Q4 2025 Jan 21, 2026
JM2 Capital Inc. History New 12,072 34 0.03% 267 +12,072 New Q4 2025 Jan 23, 2026
Aspiring Ventures, LLC History No change 12,110 34 0.01% 0.01% 264 0 0.0% Q4 2025 Jan 27, 2026
Badgley Phelps Wealth Managers, LLC History No change 12,000 34 0.0% 0.0% 266 0 0.0% Q4 2025 Jan 28, 2026
Clarendon Private LLC History Reduced 11,738 33 0.03% 0.03% 268 -261 -2.18% Q4 2025 Feb 05, 2026
Valeo Financial Advisors, LLC History New 10,899 30 0.0% 269 +10,899 New Q4 2025 Feb 04, 2026
Bell Investment Advisors, Inc History Added to 10,710 30 0.0% 0.0% 270 +7,618 246.38% Q4 2025 Feb 24, 2026
SAPIENT CAPITAL LLC History New 10,204 29 0.0% 271 +10,204 New Q4 2025 Feb 05, 2026
Greenfield Seitz Capital Management, LLC History No change 10,472 29 0.01% 0.01% 272 0 0.0% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History New 10,157 28 0.0% 273 +10,157 New Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 10,045 28 0.0% 274 +10,045 New Q4 2025 Feb 19, 2026
Reflection Asset Management History New 8,319 23 0.02% 275 +8,319 New Q4 2025 Mar 02, 2026
NISA INVESTMENT ADVISORS, LLC History New 6,931 19 0.0% 276 +6,931 New Q4 2025 Jan 15, 2026
GROUP ONE TRADING LLC History Added to 6,064 17 0.0% 0.0% 277 +5,340 737.57% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 5,368 15 0.0% 0.0% 278 -8,903 -62.39% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 4,773 13 0.0% 0.0% 279 +688 16.84% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 4,297 12 0.0% 280 +4,297 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Reduced 3,989 11 0.0% 0.0% 282 -674 -14.45% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 4,052 11 0.0% 0.0% 281 -477 -10.53% Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History Added to 3,681 10 0.0% 283 +3,497 1900.54% Q4 2025 Jan 30, 2026
Cornerstone Financial Management LLC History New 3,441 9 0.01% 285 +3,441 New Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 3,433 9 0.0% 0.0% 284 +309 9.89% Q4 2025 Jan 23, 2026
Physician Wealth Advisors, Inc. History Added to 3,159 8 0.0% 0.0% 287 +274 9.5% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History No change 3,126 8 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 12, 2026
MAI Capital Management History No change 2,654 7 0.0% 0.0% 288 0 0.0% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History New 2,436 6 0.0% 289 +2,436 New Q4 2025 Feb 12, 2026
TD Waterhouse Canada Inc. History No change 2,356 6 0.0% 0.0% 290 0 0.0% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History New 1,800 5 0.0% 294 +1,800 New Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,804 5 0.0% 0.0% 291 +810 81.49% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,085 5 0.0% 0.0% 292 0 0.0% Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History No change 1,978 5 0.0% 0.0% 293 0 0.0% Q4 2025 Jan 14, 2026
Key FInancial Inc History No change 1,516 4 0.0% 0.0% 295 0 0.0% Q4 2025 Feb 09, 2026
Optiver Holding B.V. History No change 1,086 3 0.0% 0.0% 296 0 0.0% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Reduced 461 1 0.0% 0.0% 298 -717 -60.87% Q4 2025 Feb 06, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 378 1 0.0% 0.0% 302 -532 -58.46% Q4 2025 Jan 15, 2026
Larson Financial Group LLC History New 389 1 0.0% 299 +389 New Q4 2025 Feb 06, 2026
Ares Financial Consulting, LLC History New 382 1 0.0% 304 +382 New Q4 2025 Jan 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 295 1 0.0% 0.0% 297 -41 -12.2% Q4 2025 Feb 09, 2026
Abound Wealth Management History Added to 528 1 0.0% 0.0% 301 +2 0.38% Q4 2025 Jan 12, 2026
CNB Bank History No change 575 1 0.0% 0.0% 300 0 0.0% Q4 2025 Feb 11, 2026
Navigoe, LLC History No change 596 1 0.0% 0.0% 303 0 0.0% Q4 2025 Feb 03, 2026
Verition Fund Management LLC History Closed out 0 0 0.04% -3,308,080 -100.0% Q3 2025 Nov 14, 2025
XY Capital Ltd History Closed out 0 0 0.68% -494,469 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.02% -411,749 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.01% -303,545 -100.0% Q3 2025 Nov 14, 2025
BAROMETER CAPITAL MANAGEMENT INC. History Closed out 0 0 0.1% -163,100 -100.0% Q3 2025 Nov 13, 2025
Quantbot Technologies LP History Closed out 0 0 0.01% -133,551 -100.0% Q3 2025 Nov 12, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -128,833 -100.0% Q3 2025 Nov 14, 2025
Sculptor Capital LP History Closed out 0 0 0.0% -124,400 -100.0% Q3 2025 Nov 14, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -119,961 -100.0% Q3 2025 Nov 13, 2025
Russell Investments Group, Ltd. History Closed out 0 0 0.0% -110,014 -100.0% Q3 2025 Nov 13, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -74,373 -100.0% Q3 2025 Nov 13, 2025
Sageworth Trust Co History Closed out 0 0 0.01% -69,198 -100.0% Q3 2025 Nov 07, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.03% -45,251 -100.0% Q3 2025 Nov 13, 2025
Quantinno Capital Management LP History Closed out 0 0 0.0% -33,629 -100.0% Q3 2025 Nov 14, 2025
Atom Investors LP History Closed out 0 0 0.01% -28,377 -100.0% Q3 2025 Nov 14, 2025
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 0.0% -16,346 -100.0% Q3 2025 Nov 14, 2025
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 73 0 0.0% -15,220 -99.52% Q4 2025 Jan 21, 2026
BAILARD, INC. History Closed out 0 0 0.0% -13,016 -100.0% Q3 2025 Oct 30, 2025
Sunpointe, LLC History Closed out 0 0 0.01% -11,248 -100.0% Q3 2025 Nov 12, 2025
GTS SECURITIES LLC History Closed out 0 0 0.0% -11,180 -100.0% Q3 2025 Nov 14, 2025
Rehmann Capital Advisory Group History Closed out 0 0 0.0% -10,812 -100.0% Q3 2025 Nov 13, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -978 -100.0% Q3 2025 Nov 18, 2025
Pinnacle Bancorp, Inc. History Closed out 0 0 0.0% -681 -100.0% Q3 2025 Oct 24, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -356 -100.0% Q3 2025 Nov 12, 2025
Trust Co History New 326 0 +326 New Q4 2025 Jan 15, 2026
FINANCIAL CONSULATE, INC History New 290 0 +290 New Q4 2025 Jan 22, 2026
Triumph Capital Management History New 276 0 +276 New Q4 2025 Feb 12, 2026
Bare Financial Services, Inc History Closed out 0 0 -262 -100.0% Q3 2025 Nov 12, 2025
Rockefeller Capital Management L.P. History Closed out 0 0 -237 -100.0% Q3 2025 Nov 14, 2025
Inspire Investing, LLC History New 92 0 +92 New Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History New 74 0 +74 New Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History New 10 0 +10 New Q4 2025 Feb 12, 2026
DUNCKER STREETT & CO INC History Closed out 0 0 -2 -100.0% Q3 2025 Oct 23, 2025
Measured Wealth Private Client Group, LLC History No change 1 0 0 0.0% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History No change 32 0 0 0.0% Q4 2025 Jan 21, 2026
Truvestments Capital LLC History No change 9 0 0 0.0% Q4 2025 Feb 13, 2026