WORKIVA INC - WK

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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
VANGUARD GROUP INC History Reduced 6,259,001 539,838 0.01% 0.01% 1 -22,316 -0.36% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 4,444,264 383,317 0.01% 0.01% 2 +77,165 1.77% Q4 2025 Feb 12, 2026
EMINENCE CAPITAL, LP History Reduced 3,706,152 319,655 5.05% 3.89% 3 -17,394 -0.47% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 2,204,792 190,163 0.03% 0.01% 4 +1,426,674 183.35% Q4 2025 Jan 29, 2026
FMR LLC History Added to 1,389,485 119,843 0.01% 0.01% 5 +165,046 13.48% Q4 2025 Feb 17, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 1,290,923 110,838 0.1% 0.1% 6 -77,478 -5.66% Q4 2025 Jan 08, 2026
MORGAN STANLEY History Added to 1,265,693 109,166 0.01% 0.01% 7 +220,159 21.06% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,239,519 106,908 0.0% 0.0% 8 -71,312 -5.44% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,192,149 102,840 0.01% 0.01% 9 -5,074 -0.42% Q4 2025 Feb 09, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 1,170,160 100,926 0.3% 0.27% 10 +144,500 14.09% Q4 2025 Feb 17, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 1,153,427 99,483 1.86% 1.88% 11 -137,443 -10.65% Q4 2025 Jan 13, 2026
Conestoga Capital Advisors, LLC History Added to 1,083,243 93,429 1.57% 1.38% 12 +87,056 8.74% Q4 2025 Feb 02, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 1,047,893 90,382 0.01% 0.01% 13 -443,530 -29.74% Q4 2025 Feb 17, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 941,355 81,191 1.15% 1.68% 14 -321,206 -25.44% Q4 2025 Feb 17, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 893,859 77,095 0.26% 0.23% 15 +91,808 11.45% Q4 2025 Feb 18, 2026
FIRST TRUST ADVISORS LP History Reduced 741,293 63,936 0.05% 0.05% 16 -71,467 -8.79% Q4 2025 Feb 13, 2026
Assenagon Asset Management S.A. History Added to 740,102 63,833 0.09% 0.0% 17 +735,186 14954.96% Q4 2025 Jan 09, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 736,799 63,549 0.1% 18 +736,799 New Q4 2025 Feb 17, 2026
MAIRS & POWER INC History Reduced 727,994 62,789 0.6% 0.61% 19 -29,069 -3.84% Q4 2025 Feb 17, 2026
NORGES BANK History New 618,845 53,375 0.01% 20 +618,845 New Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 588,807 50,784 0.03% 0.03% 21 +64,999 12.41% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 582,586 50,248 0.01% 0.0% 22 +490,351 531.63% Q4 2025 Feb 13, 2026
Irenic Capital Management LP History Added to 552,010 47,610 3.2% 4.48% 23 +55,000 11.07% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 522,304 45,048 0.02% 0.01% 24 +335,221 179.18% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 504,010 43,470 0.01% 0.01% 25 -39,021 -7.19% Q4 2025 Feb 17, 2026
TimesSquare Capital Management, LLC History Reduced 502,403 43,332 0.65% 0.63% 26 -11,100 -2.16% Q4 2025 Feb 06, 2026
Nuveen, LLC History Reduced 499,985 43,123 0.01% 0.01% 27 -47,155 -8.62% Q4 2025 Feb 12, 2026
Pembroke Management, LTD History Added to 474,356 40,913 4.23% 3.59% 28 +53,995 12.84% Q4 2025 Feb 12, 2026
LOOMIS SAYLES & CO L P History Reduced 453,451 39,110 0.05% 0.05% 29 -37,485 -7.64% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 431,557 37,221 0.01% 0.01% 30 -137 -0.03% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 408,329 35,218 0.01% 0.0% 31 +345,574 550.67% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 401,880 34,662 0.0% 0.0% 32 -12,929 -3.12% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 321,771 27,752 0.01% 0.01% 33 -83,161 -20.54% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 319,993 27,600 0.02% 0.08% 34 -1,274,448 -79.93% Q4 2025 Feb 19, 2026
Ranger Investment Management, L.P. History Reduced 306,856 26,466 1.82% 1.87% 35 -5,189 -1.66% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Reduced 300,719 25,937 0.13% 0.14% 36 -46,090 -13.29% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 299,904 25,866 0.0% 0.0% 37 -26,280 -8.06% Q4 2025 Mar 25, 2026
ROYAL BANK OF CANADA History New 297,308 25,642 0.0% 38 +297,308 New Q4 2025 Feb 17, 2026
Topline Capital Management, LLC History Added to 288,250 24,861 2.25% 0.13% 39 +279,779 3302.79% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 279,040 24,067 0.04% 0.05% 40 -131,471 -32.03% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 232,793 20,078 0.0% 0.0% 41 -4,637 -1.95% Q4 2025 Feb 10, 2026
JANUS HENDERSON GROUP PLC History Added to 225,175 19,423 0.01% 0.0% 42 +203,808 953.84% Q4 2025 Feb 17, 2026
Jain Global LLC History Added to 221,786 19,129 0.09% 0.08% 43 +27,845 14.36% Q4 2025 Feb 17, 2026
Aberdeen Group plc History Reduced 218,382 18,835 0.03% 0.03% 44 -13,390 -5.78% Q4 2025 Jan 16, 2026
Point72 Asset Management, L.P. History Reduced 216,310 18,656 0.02% 0.11% 45 -575,336 -72.68% Q4 2025 Feb 17, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 208,494 17,982 1.47% 1.64% 46 -252,866 -54.81% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 202,531 17,468 0.0% 0.0% 47 +196,831 3453.18% Q4 2025 Feb 12, 2026
Private Wealth Asset Management, LLC History Added to 175,100 15,102 1.64% 0.76% 48 +100,000 133.16% Q4 2025 Feb 10, 2026
Lakehouse Capital Pty Ltd History New 151,993 13,109 9.45% 49 +151,993 New Q4 2025 Jan 27, 2026
COMERICA BANK History Added to 151,317 13,051 0.05% 0.04% 50 +33,829 28.79% Q4 2025 Jan 29, 2026
ExodusPoint Capital Management, LP History New 150,509 12,981 0.1% 51 +150,509 New Q4 2025 Feb 17, 2026
Tetragon Partners GP Ltd History No change 150,000 12,937 2.73% 1.73% 52 0 0.0% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 149,785 12,918 0.02% 0.02% 53 -13,614 -8.33% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 146,920 12,671 0.0% 0.0% 54 -13,180 -8.23% Q4 2025 Feb 10, 2026
Praesidium Investment Management Company, LLC History Added to 140,427 12,111 2.24% 1.48% 55 +52,506 59.72% Q4 2025 Feb 17, 2026
Impax Asset Management Group plc History No change 136,086 11,737 0.07% 0.07% 56 0 0.0% Q4 2025 Jan 29, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 135,500 11,686 0.01% 0.0% 57 +127,100 1513.1% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 132,412 11,420 0.03% 0.04% 58 -23,617 -15.14% Q4 2025 Feb 10, 2026
BNP Paribas Asset Management Holding S.A. History Added to 132,127 11,396 0.01% 0.0% 59 +131,503 21074.2% Q4 2025 Feb 13, 2026
OBERWEIS ASSET MANAGEMENT INC/ History New 127,500 10,996 0.4% 60 +127,500 New Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 125,689 10,840 0.0% 0.0% 61 +3,996 3.28% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 117,139 10,103 0.09% 0.02% 62 +98,811 539.13% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 114,663 9,889 0.01% 0.01% 63 -19,839 -14.75% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 112,904 9,738 0.0% 0.0% 64 -274,711 -70.87% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Reduced 108,736 9,378 0.01% 0.01% 65 -10,557 -8.85% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 107,407 9,263 0.02% 0.02% 66 +3,386 3.26% Q4 2025 Feb 17, 2026
Summit Creek Advisors LLC History Added to 105,500 9,099 1.43% 1.11% 67 +17,259 19.56% Q4 2025 Feb 06, 2026
Swiss National Bank History Added to 97,721 8,428 0.01% 0.0% 68 +2,200 2.3% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 97,470 8,406 0.01% 0.0% 69 +91,196 1453.55% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 96,168 8,294 0.09% 0.09% 70 -634 -0.65% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Added to 87,731 7,566 0.01% 0.01% 71 +20,249 30.01% Q4 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 85,664 7,388 0.03% 0.02% 72 +21,295 33.08% Q4 2025 Feb 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 83,805 7,228 0.0% 0.0% 73 +1,476 1.79% Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History Added to 83,433 7,196 0.09% 0.0% 74 +80,885 3174.45% Q4 2025 Feb 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 81,391 7,019 0.1% 0.1% 75 +900 1.12% Q4 2025 Feb 09, 2026
NICHOLAS COMPANY, INC. History Added to 80,916 6,979 0.12% 0.12% 76 +35 0.04% Q4 2025 Feb 04, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 80,083 6,907 0.03% 0.03% 77 +248 0.31% Q4 2025 Feb 09, 2026
Siren, L.L.C. History Added to 79,123 6,824 0.2% 0.1% 78 +49,123 163.74% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 78,416 6,763 0.01% 0.01% 79 -677 -0.86% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 76,752 6,619 0.0% 0.0% 80 +52,394 215.1% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History No change 71,132 6,135 0.09% 0.1% 81 0 0.0% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 68,225 5,884 0.02% 0.01% 82 +45,060 194.52% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 65,755 5,671 0.0% 0.01% 83 -11,877 -15.3% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 60,682 5,233 0.06% 0.06% 84 -4,112 -6.35% Q4 2025 Feb 02, 2026
WELLS FARGO & COMPANY/MN History Added to 60,551 5,222 0.0% 0.0% 85 +21,531 55.18% Q4 2025 Feb 13, 2026
Madison Avenue Partners, LP History New 59,946 5,170 0.22% 86 +59,946 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 59,055 5,093 0.0% 0.0% 87 -34,063 -36.58% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 58,059 5,007 0.0% 0.0% 88 -251 -0.43% Q4 2025 Feb 17, 2026
Kopp Family Office, LLC History Reduced 55,866 4,818 3.08% 3.23% 89 -1,700 -2.95% Q4 2025 Jan 12, 2026
DEUTSCHE BANK AG\ History Added to 54,260 4,679 0.0% 0.0% 90 +1,138 2.14% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History New 53,889 4,648 0.01% 91 +53,889 New Q4 2025 Jan 09, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 53,760 4,637 0.36% 0.26% 92 +14,246 36.05% Q4 2025 Jan 20, 2026
Madison Asset Management, LLC History Added to 53,138 4,583 0.05% 0.05% 93 +341 0.65% Q4 2025 Feb 04, 2026
Abacus Planning Group, Inc. History No change 52,954 4,567 0.61% 0.63% 94 0 0.0% Q4 2025 Jan 16, 2026
13D Management LLC History New 52,000 4,485 5.34% 95 +52,000 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 51,992 4,484 0.0% 0.01% 96 -63,537 -55.0% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 51,036 4,407 0.01% 0.01% 97 -16,685 -24.64% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 51,088 4,406 0.0% 0.0% 98 -4,918 -8.78% Q4 2025 Feb 09, 2026
EFG International AG History New 50,770 4,384 0.08% 99 +50,770 New Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Added to 50,254 4,334 0.02% 0.0% 100 +47,820 1964.67% Q4 2025 Feb 13, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 50,000 4,317 0.56% 0.57% 101 0 0.0% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 47,234 4,073 0.0% 0.0% 102 +546 1.17% Q4 2025 Feb 17, 2026
ORSER CAPITAL MANAGEMENT, LLC History Reduced 47,187 4,069 2.3% 2.18% 103 -900 -1.87% Q4 2025 Jan 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 46,284 3,991 0.0% 0.0% 104 -2,781 -5.67% Q4 2025 Feb 18, 2026
Aequim Alternative Investments LP History Added to 44,815 3,865 0.08% 0.04% 105 +22,615 101.87% Q4 2025 Feb 17, 2026
INGALLS & SNYDER LLC History Added to 44,405 3,830 0.14% 0.12% 106 +422 0.96% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 41,770 3,602 0.0% 0.0% 107 +1,082 2.66% Q4 2025 Feb 19, 2026
STIFEL FINANCIAL CORP History Reduced 40,636 3,504 0.0% 0.0% 108 -2,248 -5.24% Q4 2025 Feb 13, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Added to 39,520 3,408 0.52% 0.01% 109 +38,792 5328.57% Q4 2025 Feb 13, 2026
CI INVESTMENTS INC. History Added to 36,514 3,149 0.01% 0.01% 110 +8,200 28.96% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Added to 36,096 3,113 0.03% 0.03% 111 +16 0.04% Q4 2025 Feb 13, 2026
Aquatic Capital Management LLC History Reduced 35,856 3,092 0.09% 0.07% 112 -6,181 -14.7% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 35,322 3,046 0.0% 0.0% 113 +17,298 95.97% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 32,771 2,826 0.01% 0.0% 114 +17,423 113.52% Q4 2025 Jan 26, 2026
Creative Planning History Added to 32,443 2,798 0.0% 0.0% 115 +9,827 43.45% Q4 2025 Feb 17, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 32,247 2,781 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History New 31,724 2,736 0.0% 117 +31,724 New Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 29,890 2,578 0.0% 0.0% 118 -50,103 -62.63% Q4 2025 Feb 13, 2026
Knights of Columbus Asset Advisors LLC History Reduced 29,492 2,543 0.14% 0.15% 119 -1,036 -3.39% Q4 2025 Feb 09, 2026
MetLife Investment Management, LLC History Reduced 27,805 2,398 0.01% 0.01% 120 -1,474 -5.03% Q4 2025 Feb 12, 2026
Dorsey & Whitney Trust CO LLC History Reduced 27,697 2,388 0.13% 0.13% 121 -144 -0.52% Q4 2025 Feb 11, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Reduced 27,236 2,349 0.54% 0.54% 122 -460 -1.66% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 26,916 2,321 0.0% 0.0% 123 -75 -0.28% Q4 2025 Jan 28, 2026
Allianz Asset Management GmbH History No change 26,589 2,293 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 11, 2026
Cerity Partners LLC History Added to 25,558 2,204 0.0% 0.0% 125 +19,263 306.0% Q4 2025 Feb 11, 2026
Verition Fund Management LLC History Reduced 25,100 2,164 0.01% 0.01% 126 -1,759 -6.55% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 24,655 2,126 0.0% 0.0% 127 -7,318 -22.89% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 24,395 2,104 0.0% 128 +24,395 New Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History Reduced 23,780 2,051 0.01% 0.01% 129 -3,905 -14.11% Q4 2025 Jan 30, 2026
TWO SIGMA INVESTMENTS, LP History Added to 23,201 2,001 0.0% 0.0% 130 +10,513 82.86% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 20,475 1,765 0.0% 0.0% 131 +185 0.91% Q4 2025 Feb 11, 2026
Neo Ivy Capital Management History New 20,328 1,753 0.28% 132 +20,328 New Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 19,477 1,685 0.01% 0.01% 133 0 0.0% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 19,044 1,642 0.0% 134 +19,044 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 18,776 1,619 0.0% 0.0% 135 -1,252 -6.25% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 17,801 1,535 0.01% 0.01% 136 0 0.0% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 16,993 1,465 0.0% 0.0% 137 +2,956 21.06% Q4 2025 Jan 27, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,819 1,450 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 12, 2026
Avantax Planning Partners, Inc. History No change 16,640 1,435 0.04% 0.04% 139 0 0.0% Q4 2025 Feb 05, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 16,472 1,420 0.0% 0.0% 140 +1,247 8.19% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 16,418 1,416 0.0% 0.0% 141 -606 -3.56% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Reduced 16,300 1,406 0.0% 0.0% 142 -1,717 -9.53% Q4 2025 Feb 11, 2026
ALGERT GLOBAL LLC History Reduced 16,230 1,400 0.02% 0.33% 143 -213,329 -92.93% Q4 2025 Feb 17, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 16,228 1,399 0.13% 0.03% 144 +12,161 299.02% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Reduced 15,895 1,371 0.0% 0.01% 145 -5,800 -26.73% Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History New 15,699 1,354 0.0% 146 +15,699 New Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 15,584 1,344 0.0% 0.0% 147 +7,228 86.5% Q4 2025 Feb 18, 2026
Brookstone Capital Management History Added to 15,329 1,322 0.02% 0.01% 148 +7,000 84.04% Q4 2025 Jan 15, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History New 15,320 1,321 0.09% 149 +15,320 New Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 15,154 1,307 0.06% 150 +15,154 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 14,997 1,293 0.0% 0.0% 151 +2,517 20.17% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History New 13,880 1,195 0.0% 152 +13,880 New Q4 2025 Mar 20, 2026
Arizona State Retirement System History Reduced 13,802 1,190 0.01% 0.01% 153 -784 -5.38% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 13,715 1,182 0.01% 0.01% 154 -207 -1.49% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History New 13,623 1,174 0.0% 155 +13,623 New Q4 2025 Feb 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 13,534 1,167 0.08% 157 +13,534 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 13,540 1,167 0.0% 0.0% 156 0 0.0% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 12,588 1,090 0.0% 0.0% 158 +8,106 180.86% Q4 2025 Jan 08, 2026
TUDOR INVESTMENT CORP ET AL History New 12,426 1,071 0.0% 159 +12,426 New Q4 2025 Feb 17, 2026
Vancity Investment Management Ltd History Reduced 12,408 1,070 0.15% 0.18% 160 -3,042 -19.69% Q4 2025 Feb 19, 2026
CenterBook Partners LP History Added to 11,953 1,030 0.05% 0.03% 161 +5,643 89.43% Q4 2025 Feb 11, 2026
Bridgefront Capital, LLC History Added to 11,382 981 0.25% 0.13% 162 +6,172 118.46% Q4 2025 Feb 13, 2026
Woodline Partners LP History Reduced 11,261 971 0.0% 0.01% 163 -2,500 -18.17% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 10,784 930 0.0% 0.0% 164 -13,936 -56.38% Q4 2025 Feb 10, 2026
KLP KAPITALFORVALTNING AS History Added to 10,600 914 0.0% 0.0% 165 +300 2.91% Q4 2025 Jan 28, 2026
Talbot Financial, LLC History No change 10,500 905 0.07% 0.08% 166 0 0.0% Q4 2025 Jan 21, 2026
READYSTATE ASSET MANAGEMENT LP History Reduced 10,000 862 0.03% 1.36% 167 -361,224 -97.31% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 9,872 851 0.0% 0.0% 168 +5,096 106.7% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 9,433 813 0.0% 0.0% 169 +614 6.96% Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 9,329 804 0.0% 170 +9,329 New Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,085 783 0.0% 0.0% 171 -106 -1.15% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 8,773 756 0.0% 0.0% 172 +4,030 84.97% Q4 2025 Feb 17, 2026
Empower Advisory Group, LLC History No change 8,521 734 0.0% 0.0% 173 0 0.0% Q4 2025 Feb 12, 2026
Focus Partners Wealth History New 8,458 729 0.0% 174 +8,458 New Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 8,022 691 0.0% 0.0% 175 -1,891 -19.08% Q4 2025 Jan 28, 2026
GEORGE KAISER FAMILY FOUNDATION History Added to 7,917 682 0.09% 0.07% 176 +2,231 39.24% Q4 2025 Feb 10, 2026
Investor's Fiduciary Advisor Network, LLC History No change 7,560 652 0.14% 0.22% 177 0 0.0% Q4 2025 Feb 12, 2026
Trust Point Inc. History Added to 7,555 651 0.05% 0.05% 178 +80 1.07% Q4 2025 Jan 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 6,927 597 0.0% 0.01% 179 -11,218 -61.82% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Reduced 6,891 594 0.0% 0.0% 180 -1,050 -13.22% Q4 2025 Jan 29, 2026
Empowered Funds, LLC History Added to 6,775 584 0.01% 0.01% 181 +512 8.17% Q4 2025 Feb 18, 2026
Campbell & CO Investment Adviser LLC History New 6,735 580 0.03% 182 +6,735 New Q4 2025 Feb 12, 2026
Legacy Bridge, LLC History No change 6,664 574 0.23% 0.24% 183 0 0.0% Q4 2025 Jan 23, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 6,688 573 0.0% 0.0% 184 -12,045 -64.3% Q4 2025 Feb 10, 2026
INCEPTIONR LLC History New 6,481 558 0.15% 185 +6,481 New Q4 2025 Feb 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 6,300 543 0.0% 0.01% 186 -3,900 -38.24% Q4 2025 Feb 04, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 6,257 539 0.01% 0.01% 187 -2,421 -27.9% Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 5,892 508 0.26% 189 +5,892 New Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 5,899 508 0.0% 0.0% 188 -921 -13.5% Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Reduced 5,812 501 0.0% 0.0% 190 -5,074 -46.61% Q4 2025 Jan 30, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 5,741 495 0.0% 0.0% 191 +26 0.45% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Reduced 5,348 461 0.01% 0.01% 192 -50 -0.93% Q4 2025 Feb 02, 2026
Diversified Trust Co History No change 5,344 460 0.01% 0.01% 193 0 0.0% Q4 2025 Jan 09, 2026
Vident Advisory, LLC History New 5,278 455 0.0% 194 +5,278 New Q4 2025 Feb 18, 2026
World Investment Advisors History Added to 5,124 441 0.01% 0.01% 195 +7 0.14% Q4 2025 Mar 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 5,073 437 0.0% 0.0% 196 -141 -2.7% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,003 432 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 13, 2026
Harvest Fund Management Co., Ltd History No change 3,940 431 0.02% 0.02% 198 0 0.0% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,955 427 0.0% 0.0% 199 +1,178 31.19% Q4 2025 Feb 06, 2026
Tradition Wealth Management, LLC History Added to 4,632 399 0.03% 0.03% 200 +53 1.16% Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History New 4,541 391 0.01% 201 +4,541 New Q4 2025 Feb 17, 2026
Amundi History New 4,527 390 0.0% 202 +4,527 New Q4 2025 Feb 17, 2026
SAGE RHINO CAPITAL LLC History Added to 4,527 390 0.07% 0.08% 203 +5 0.11% Q4 2025 Jan 30, 2026
GLENMEDE TRUST CO NA History New 4,504 388 0.0% 204 +4,504 New Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 4,420 381 0.0% 0.0% 205 -343 -7.2% Q4 2025 Feb 05, 2026
Vanguard Personalized Indexing Management, LLC History Added to 4,368 376 0.0% 0.0% 206 +416 10.53% Q4 2025 Feb 13, 2026
Dynamic Technology Lab Private Ltd History New 4,288 370 0.08% 207 +4,288 New Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 4,082 352 0.01% 0.01% 208 -119 -2.83% Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 3,970 342 0.0% 0.0% 209 +23 0.58% Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History New 3,934 339 0.0% 210 +3,934 New Q4 2025 Feb 11, 2026
Ensign Peak Advisors, Inc History Reduced 3,917 337 0.0% 0.0% 211 -7,200 -64.77% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Reduced 3,889 335 0.0% 0.0% 212 -827 -17.54% Q4 2025 Feb 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Added to 3,869 333 0.08% 0.03% 213 +1,528 65.27% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History New 3,837 330 0.0% 214 +3,837 New Q4 2025 Feb 02, 2026
Magnetar Financial LLC History New 3,791 326 0.0% 216 +3,791 New Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 3,774 326 0.0% 0.0% 215 -178 -4.5% Q4 2025 Jan 05, 2026
BANK OF MONTREAL /CAN/ History Reduced 3,707 319 0.0% 0.0% 217 -682 -15.54% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 3,697 318 0.0% 0.01% 218 -47,455 -92.77% Q4 2025 Feb 17, 2026
Inlight Wealth Management, LLC History No change 3,607 311 0.11% 0.15% 219 0 0.0% Q4 2025 Jan 23, 2026
TWO SIGMA ADVISERS, LP History New 3,600 310 0.0% 221 +3,600 New Q4 2025 Feb 17, 2026
Voya Financial Advisors, Inc. History Reduced 3,578 310 0.03% 0.03% 220 -180 -4.79% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History New 3,516 303 0.01% 222 +3,516 New Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History New 3,509 302 0.01% 223 +3,509 New Q4 2025 Jan 14, 2026
Allspring Global Investments Holdings, LLC History Added to 3,589 297 0.0% 0.0% 224 +270 8.13% Q4 2025 Jan 15, 2026
RIA Advisory Group LLC History Reduced 3,440 296 0.07% 0.08% 225 -98 -2.77% Q4 2025 Feb 02, 2026
EntryPoint Capital, LLC History New 3,364 290 0.11% 227 +3,364 New Q4 2025 Feb 12, 2026
WEALTH ALLIANCE, LLC History Added to 3,368 290 0.03% 0.03% 226 +100 3.06% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 3,327 286 0.0% 228 +3,327 New Q4 2025 Feb 12, 2026
Mitsubishi UFJ Trust & Banking Corp History New 3,272 282 0.0% 229 +3,272 New Q4 2025 Jan 30, 2026
Larson Financial Group LLC History Added to 3,259 281 0.01% 0.01% 230 +395 13.79% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History New 3,151 271 0.0% 232 +3,151 New Q4 2025 Jan 26, 2026
MACKENZIE FINANCIAL CORP History Reduced 3,151 271 0.0% 0.0% 231 -131 -3.99% Q4 2025 Feb 18, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 3,137 270 0.04% 0.04% 233 +62 2.02% Q4 2025 Feb 11, 2026
TWO SIGMA SECURITIES, LLC History New 3,097 267 0.04% 234 +3,097 New Q4 2025 Feb 17, 2026
Foster Group, Inc. History No change 3,069 264 0.01% 0.01% 235 0 0.0% Q4 2025 Jan 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 2,971 256 0.0% 0.0% 236 -879 -22.83% Q4 2025 Feb 02, 2026
Gotham Asset Management, LLC History New 2,912 251 0.0% 237 +2,912 New Q4 2025 Feb 17, 2026
STRS OHIO History Added to 2,900 250 0.0% 0.0% 238 +300 11.54% Q4 2025 Feb 02, 2026
Bayforest Capital Ltd History New 2,849 245 0.18% 239 +2,849 New Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History Added to 2,826 243 0.02% 0.02% 240 +4 0.14% Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 2,632 227 0.01% 242 +2,632 New Q4 2025 Feb 17, 2026
UNITED BANK History No change 2,639 227 0.03% 0.03% 241 0 0.0% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 2,603 224 0.01% 0.0% 243 +2,021 347.25% Q4 2025 Feb 09, 2026
Hardy Reed LLC History No change 2,543 219 0.02% 0.02% 244 0 0.0% Q4 2025 Feb 06, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 2,454 211 0.0% 0.0% 245 -21,840 -89.9% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History New 2,432 209 0.0% 246 +2,432 New Q4 2025 Jan 29, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 2,372 204 0.01% 247 +2,372 New Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 2,259 194 0.0% 0.0% 248 +63 2.87% Q4 2025 Jan 23, 2026
State of Wyoming History Added to 2,053 177 0.02% 0.02% 249 +500 32.2% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 2,006 166 0.0% 0.0% 250 -393 -16.38% Q4 2025 Feb 03, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,861 160 0.0% 251 +1,856 37120.0% Q4 2025 Feb 13, 2026
Paladin Advisory Group, LLC History No change 1,857 160 0.12% 0.12% 252 0 0.0% Q4 2025 Jan 21, 2026
Caitong International Asset Management Co., Ltd History New 1,854 159 0.04% 253 +1,854 New Q4 2025 Mar 03, 2026
Kemnay Advisory Services Inc. History New 1,818 156 0.02% 254 +1,818 New Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 1,797 155 0.01% 0.01% 255 +521 40.83% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,689 145 0.0% 0.0% 256 -345 -16.96% Q4 2025 Feb 10, 2026
AMALGAMATED BANK History Reduced 1,580 136 0.0% 0.0% 257 -49 -3.01% Q4 2025 Feb 05, 2026
KBC Group NV History No change 1,425 123 0.0% 0.0% 258 0 0.0% Q4 2025 Jan 26, 2026
FIFTH THIRD BANCORP History Reduced 1,116 96 0.0% 0.0% 259 -36 -3.13% Q4 2025 Feb 02, 2026
Kestra Advisory Services, LLC History New 1,078 92 0.0% 260 +1,078 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 981 84 0.0% 261 +981 New Q4 2025 Feb 05, 2026
Hilltop National Bank History No change 969 83 0.02% 0.02% 262 0 0.0% Q4 2025 Jan 07, 2026
Tower Research Capital LLC (TRC) History Reduced 932 80 0.0% 0.0% 263 -946 -50.37% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 936 80 0.0% 0.0% 264 +545 139.39% Q4 2025 Feb 06, 2026
Advisors Asset Management, Inc. History Reduced 854 73 0.0% 0.0% 265 -12 -1.39% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 810 69 0.0% 0.0% 266 +306 60.71% Q4 2025 Mar 16, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 781 67 0.0% 0.0% 267 -737 -48.55% Q4 2025 Jan 15, 2026
Global Wealth Strategies & Associates History No change 703 60 0.01% 0.02% 268 0 0.0% Q4 2025 Jan 02, 2026
Farther Finance Advisors, LLC History Added to 669 57 0.0% 0.0% 269 +266 66.0% Q4 2025 Jan 23, 2026
GAMMA Investing LLC History Added to 636 54 0.0% 0.0% 270 +349 121.6% Q4 2025 Jan 05, 2026
Park Place Capital Corp History No change 617 53 0.01% 0.01% 271 0 0.0% Q4 2025 Jan 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 595 51 0.0% 0.0% 272 +562 1703.03% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 559 48 0.0% 0.0% 273 -94 -14.4% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Reduced 513 44 0.0% 0.0% 274 -16 -3.02% Q4 2025 Jan 20, 2026
FIRST HORIZON CORP History Added to 509 43 0.0% 0.0% 275 +269 112.08% Q4 2025 Jan 27, 2026
HARBOUR INVESTMENTS, INC. History No change 509 43 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 09, 2026
Abound Wealth Management History No change 500 43 0.01% 0.01% 277 0 0.0% Q4 2025 Jan 12, 2026
Quantbot Technologies LP History New 453 39 0.0% 278 +453 New Q4 2025 Feb 10, 2026
Quarry LP History Added to 407 35 0.01% 0.0% 280 +325 396.34% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 413 35 0.0% 0.0% 279 +309 297.12% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History No change 365 31 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 05, 2026
Sterling Capital Management LLC History Reduced 329 28 0.0% 0.03% 282 -24,430 -98.67% Q4 2025 Feb 13, 2026
Leonteq Securities AG History New 310 26 0.0% 283 +310 New Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History No change 250 21 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History Added to 210 18 0.0% 0.0% 285 +80 61.54% Q4 2025 Jan 08, 2026
DANSKE BANK A/S History No change 200 17 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 02, 2026
GPS Wealth Strategies Group, LLC History Reduced 190 16 0.01% 0.01% 287 -830 -81.37% Q4 2025 Feb 06, 2026
Covestor Ltd History Reduced 187 16 0.01% 0.01% 288 -123 -39.68% Q4 2025 Feb 06, 2026
EASTERN BANK History New 170 14 0.0% 290 +170 New Q4 2025 Jan 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 167 14 0.0% 0.0% 289 +75 81.52% Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History No change 169 14 0.0% 0.0% 291 0 0.0% Q4 2025 Feb 12, 2026
Aster Capital Management (DIFC) Ltd History New 160 13 0.01% 292 +160 New Q4 2025 Feb 17, 2026
True Wealth Design, LLC History Added to 122 10 0.0% 0.0% 294 +96 369.23% Q4 2025 Jan 08, 2026
HUNTINGTON NATIONAL BANK History Reduced 123 10 0.0% 0.0% 293 -70 -36.27% Q4 2025 Feb 09, 2026
Optiver Holding B.V. History Reduced 112 9 0.0% 0.0% 295 -3 -2.61% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 90 7 0.0% 0.01% 297 -5,349 -98.35% Q4 2025 Feb 13, 2026
Meramec Financial Planners, LLC History New 107 7 0.0% 301 +107 New Q4 2025 Feb 10, 2026
CBIZ Investment Advisory Services, LLC History New 92 7 0.0% 300 +92 New Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History New 85 7 0.0% 299 +85 New Q4 2025 Feb 13, 2026
Birchwood Financial Partners, Inc. History New 82 7 0.01% 302 +82 New Q4 2025 Feb 19, 2026
Parallel Advisors, LLC History Added to 88 7 0.0% 0.0% 298 +50 131.58% Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History No change 96 7 0.0% 0.0% 296 0 0.0% Q4 2025 Jan 23, 2026
Elequin Capital, LP History New 80 6 0.0% 303 +80 New Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History New 67 5 0.0% 304 +67 New Q4 2025 Feb 12, 2026
Financial Network Wealth Advisors LLC History No change 68 5 0.01% 0.01% 305 0 0.0% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 53 4 0.0% 0.0% 307 +8 17.78% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Added to 48 4 0.0% 0.0% 306 +1 2.13% Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Reduced 42 3 0.0% 0.0% 309 -99 -70.21% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History No change 44 3 0.0% 0.0% 308 0 0.0% Q4 2025 Feb 13, 2026
Marquette Asset Management, LLC History New 31 2 0.0% 311 +31 New Q4 2025 Jan 16, 2026
SJS Investment Consulting Inc. History Added to 32 2 0.0% 316 +30 1500.0% Q4 2025 Jan 21, 2026
SIMPLEX TRADING, LLC History New 26 2 0.0% 313 +26 New Q4 2025 Feb 11, 2026
Bare Financial Services, Inc History Added to 29 2 0.0% 0.0% 317 +6 26.09% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 34 2 0.0% 0.0% 310 -3 -8.11% Q4 2025 Jan 07, 2026
SBI Securities Co., Ltd. History Reduced 31 2 0.0% 0.0% 315 -1 -3.13% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History No change 29 2 0.0% 0.0% 312 0 0.0% Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History No change 26 2 0.0% 0.0% 314 0 0.0% Q4 2025 Feb 20, 2026
Clearstead Advisors, LLC History Reduced 19 1 0.0% 0.0% 318 -31 -62.0% Q4 2025 Feb 09, 2026
Keating Financial Advisory Services, Inc. History New 23 1 0.0% 327 +23 New Q4 2025 Feb 09, 2026
SageView Advisory Group, LLC History New 21 1 0.0% 322 +21 New Q4 2025 Feb 17, 2026
MAI Capital Management History New 20 1 0.0% 319 +20 New Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 18 1 0.0% 326 +18 New Q4 2025 Feb 10, 2026
Elyxium Wealth, LLC History New 15 1 0.0% 324 +15 New Q4 2025 Feb 05, 2026
JFS WEALTH ADVISORS, LLC History Added to 22 1 0.0% 320 +11 100.0% Q4 2025 Jan 14, 2026
IFC & Insurance Marketing, Inc. History New 10 1 0.0% 325 +10 New Q4 2025 Feb 12, 2026
Bogart Wealth, LLC History No change 14 1 0.0% 0.0% 321 0 0.0% Q4 2025 Jan 30, 2026
Private Wealth Management Group, LLC History No change 23 1 0.0% 0.0% 323 0 0.0% Q4 2025 Jan 23, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.16% -1,743,391 -100.0% Q3 2025 Nov 13, 2025
GROUPAMA ASSET MANAGMENT History Closed out 0 0 0.01% -500,000 -100.0% Q3 2025 Dec 01, 2025
SILVERCREST ASSET MANAGEMENT GROUP LLC History Closed out 0 0 0.17% -298,134 -100.0% Q3 2025 Nov 14, 2025
AGF MANAGEMENT LTD History Closed out 0 0 0.02% -41,205 -100.0% Q3 2025 Nov 04, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -39,230 -100.0% Q3 2025 Nov 14, 2025
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.0% -24,200 -100.0% Q3 2025 Nov 13, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.05% -21,467 -100.0% Q3 2025 Nov 12, 2025
Holocene Advisors, LP History Closed out 0 0 0.0% -20,533 -100.0% Q3 2025 Nov 14, 2025
Weiss Asset Management LP History Closed out 0 0 0.47% -15,531 -100.0% Q3 2025 Feb 17, 2026
CEERA INVESTMENTS, LLC History Closed out 0 0 0.41% -15,301 -100.0% Q3 2025 Nov 05, 2025
BANK OF NOVA SCOTIA History Closed out 0 0 0.0% -6,085 -100.0% Q3 2025 Nov 14, 2025
PEAK6 LLC History Closed out 0 0 0.0% -5,700 -100.0% Q3 2025 Mar 30, 2026
DC Investments Management, LLC History Closed out 0 0 0.16% -4,456 -100.0% Q3 2025 Nov 10, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -4,435 -100.0% Q3 2025 Nov 14, 2025
Freestone Grove Partners LP History Closed out 0 0 0.0% -4,213 -100.0% Q3 2025 Nov 14, 2025
Summit Global Investments History Closed out 0 0 0.02% -3,951 -100.0% Q3 2025 Nov 03, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -3,540 -100.0% Q3 2025 Nov 14, 2025
Qsemble Capital Management, LP History Closed out 0 0 0.03% -3,114 -100.0% Q3 2025 Nov 13, 2025
ST GERMAIN D J CO INC History Closed out 0 0 0.01% -2,055 -100.0% Q3 2025 Oct 07, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 0.02% -2,000 -100.0% Q3 2025 Oct 06, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.03% -1,000 -100.0% Q3 2025 Dec 15, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -212 -100.0% Q3 2025 Nov 18, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -117 -100.0% Q3 2025 Oct 08, 2025
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -69 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -46 -100.0% Q3 2025 Oct 21, 2025
Geneos Wealth Management Inc. History Closed out 0 0 0.0% -46 -100.0% Q3 2025 Oct 22, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -37 -100.0% Q3 2025 Nov 12, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Oct 07, 2025
Torren Management, LLC History New 9 0 +9 New Q4 2025 Jan 30, 2026
TD PRIVATE CLIENT WEALTH LLC History New 7 0 +7 New Q4 2025 Feb 05, 2026
Advocate Investing Services LLC History New 7 0 +7 New Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 14, 2025
Fortitude Family Office, LLC History Added to 11 0 +6 120.0% Q4 2025 Jan 15, 2026
Cloud Capital Management, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 03, 2025
DV Trading LLC History New 2 0 +2 New Q4 2025 Feb 17, 2026
Bay Harbor Wealth Management, LLC History Reduced 1 0 -1 -50.0% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History Added to 2 0 +1 100.0% Q4 2025 Jan 12, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
ASSETMARK, INC History No change 2 0 0 0.0% Q4 2025 Jan 23, 2026
Transamerica Financial Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History No change 3 0 0 0.0% Q4 2025 Jan 21, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1 0 0 0.0% Q4 2025 Feb 23, 2026
DiNuzzo Private Wealth, Inc. History No change 6 0 0 0.0% Q4 2025 Jan 16, 2026
HFM Investment Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 05, 2026