Warner Music Group Corp. - WMG

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
JPMORGAN CHASE & CO History Added to 16,645,276 510,510 0.03% 0.03% 1 +2,200,362 15.23% Q4 2025 Feb 11, 2026
Independent Franchise Partners LLP History Reduced 13,096,205 401,660 2.55% 2.95% 2 -57,179 -0.43% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 12,840,938 393,831 0.01% 0.01% 3 -4,073,639 -24.08% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 9,520,583 291,996 0.0% 0.01% 4 +206,327 2.22% Q4 2025 Feb 12, 2026
Darsana Capital Partners LP History Added to 8,000,000 245,360 4.89% 5.01% 5 +1,750,000 28.0% Q4 2025 Feb 17, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 7,854,372 240,893 0.8% 0.97% 6 -1,060,384 -11.89% Q4 2025 Feb 11, 2026
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP History Reduced 6,651,884 204,013 8.16% 13.79% 7 -5,343,396 -44.55% Q4 2025 Feb 17, 2026
FIL Ltd History Added to 5,880,751 180,362 0.14% 0.16% 8 +47,760 0.82% Q4 2025 Feb 17, 2026
COOKE & BIELER LP History Reduced 5,243,498 160,818 1.68% 1.85% 9 -11,593 -0.22% Q4 2025 Feb 09, 2026
MILLENNIUM MANAGEMENT LLC History Added to 3,885,483 119,167 0.05% 0.05% 10 +701,829 22.04% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 3,326,282 102,017 0.11% 0.01% 11 +3,130,682 1600.55% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 3,208,063 98,391 0.02% 0.01% 12 +981,912 44.11% Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 2,976,111 91,277 0.16% 0.15% 13 +802,694 36.93% Q4 2025 Feb 05, 2026
CITADEL ADVISORS LLC History Added to 2,711,459 83,160 0.01% 0.01% 14 +1,023,338 60.62% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 2,558,968 78,483 0.0% 0.0% 15 -13,611 -0.53% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,208,005 67,743 0.0% 0.0% 16 +56,727 2.64% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 2,016,978 61,860 0.01% 0.01% 17 +187,717 10.26% Q4 2025 Mar 25, 2026
FMR LLC History Reduced 1,692,735 51,916 0.0% 0.0% 18 -638,512 -27.39% Q4 2025 Feb 17, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 1,664,349 51,045 2.62% 2.57% 19 +179,245 12.07% Q4 2025 Feb 17, 2026
HARRIS ASSOCIATES L P History Reduced 1,652,725 50,689 0.06% 0.11% 20 -418,345 -20.2% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,533,698 47,038 0.0% 0.0% 21 +111,463 7.84% Q4 2025 Feb 13, 2026
DigitalBridge Group, Inc. History Added to 1,292,717 39,647 3.02% 3.08% 22 +156,384 13.76% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 1,259,345 38,624 0.01% 0.01% 23 +123,772 10.9% Q4 2025 Feb 10, 2026
Artisan Partners Limited Partnership History Reduced 1,252,924 38,427 0.06% 0.07% 24 -223,683 -15.15% Q4 2025 Feb 17, 2026
Jain Global LLC History Added to 1,158,137 35,520 0.17% 0.15% 25 +211,270 22.31% Q4 2025 Feb 17, 2026
NORGES BANK History New 1,155,828 35,449 0.0% 26 +1,155,828 New Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,056,402 32,399 0.01% 0.01% 27 +15,397 1.48% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 964,722 29,585 0.01% 0.01% 28 +110,264 12.9% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History New 940,998 28,860 0.03% 29 +940,998 New Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 844,318 25,895 0.21% 0.18% 30 +101,591 13.68% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 842,653 25,844 0.0% 0.0% 31 -9,093 -1.07% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 808,222 24,788 0.04% 0.05% 32 -335,378 -29.33% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Reduced 741,487 22,741 0.01% 0.01% 33 -1,119,200 -60.15% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 735,436 22,555 0.01% 0.01% 34 +265,016 56.34% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 718,461 22,035 0.07% 0.01% 35 +641,713 836.13% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 707,629 21,702 0.0% 0.0% 36 +13,485 1.94% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 706,241 21,660 0.0% 0.0% 37 +153,761 27.83% Q4 2025 Feb 19, 2026
Freestone Grove Partners LP History Reduced 697,605 21,395 0.15% 0.27% 38 -383,452 -35.47% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 691,798 21,217 0.02% 0.03% 39 -694,167 -50.09% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 671,652 20,599 0.18% 0.02% 40 +623,628 1298.58% Q4 2025 Feb 17, 2026
Perpetual Ltd History Added to 657,542 20,166 0.29% 0.28% 41 +2,258 0.34% Q4 2025 Jan 20, 2026
Schonfeld Strategic Advisors LLC History Added to 644,386 19,763 0.09% 0.11% 42 +99,386 18.24% Q4 2025 Feb 17, 2026
River Road Asset Management, LLC History Added to 641,621 19,678 0.22% 0.17% 43 +193,721 43.25% Q4 2025 Feb 24, 2026
Ilex Capital Partners (UK) LLP History New 634,496 19,459 0.55% 44 +634,496 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 609,230 18,684 0.02% 0.02% 45 +69,923 12.97% Q4 2025 Feb 13, 2026
Covalis Capital LLP History New 580,769 17,812 1.25% 46 +580,769 New Q4 2025 Feb 17, 2026
Ardmore Road Asset Management LP History New 521,196 15,985 1.21% 47 +521,196 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 473,353 14,517 0.0% 0.0% 48 +179,060 60.84% Q4 2025 Feb 18, 2026
ING GROEP NV History New 460,000 14,108 0.09% 49 +460,000 New Q4 2025 Feb 11, 2026
Assenagon Asset Management S.A. History Reduced 442,708 13,577 0.02% 0.02% 50 -52,685 -10.63% Q4 2025 Jan 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 440,694 13,516 0.0% 0.0% 51 +75,971 20.83% Q4 2025 Feb 17, 2026
RBO & CO LLC History Reduced 439,308 13,473 2.14% 2.37% 52 -5,240 -1.18% Q4 2025 Feb 12, 2026
Retirement Systems of Alabama History Reduced 427,155 13,100 0.04% 0.05% 53 -1,299 -0.3% Q4 2025 Jan 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 426,725 13,087 0.2% 0.21% 54 +4,112 0.97% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 423,049 12,974 0.0% 0.0% 55 +95,956 29.34% Q4 2025 Feb 09, 2026
D. E. Shaw & Co., Inc. History Added to 409,739 12,566 0.01% 0.0% 56 +333,667 438.62% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 404,830 12,416 0.05% 57 +404,830 New Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 403,926 12,388 0.0% 0.0% 58 -375,989 -48.21% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 396,808 12,170 0.02% 0.03% 59 +46,482 13.27% Q4 2025 Jan 23, 2026
TWO SIGMA INVESTMENTS, LP History Added to 348,496 10,688 0.02% 0.0% 60 +322,097 1220.11% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 334,621 10,262 0.02% 61 +334,621 New Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 309,726 9,499 0.0% 0.01% 62 -8,912 -2.8% Q4 2025 Feb 02, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 306,896 9,341 0.01% 0.01% 63 +16,532 5.69% Q4 2025 Feb 03, 2026
Crossmark Global Holdings, Inc. History Added to 295,649 9,067 0.13% 0.15% 64 +255 0.09% Q4 2025 Feb 03, 2026
Mawer Investment Management Ltd. History Reduced 295,041 9,048 0.05% 0.06% 65 -19,011 -6.05% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 291,309 8,934 0.0% 0.0% 66 -2,321 -0.79% Q4 2025 Feb 10, 2026
ALGERT GLOBAL LLC History New 286,995 8,802 0.14% 67 +286,995 New Q4 2025 Feb 17, 2026
CLARK ESTATES INC/NY History New 275,000 8,434 2.05% 68 +275,000 New Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 258,826 7,938 0.01% 0.01% 69 -9,775 -3.64% Q4 2025 Feb 06, 2026
Joel Isaacson & Co., LLC History Reduced 255,150 7,825 0.26% 0.32% 70 -5,000 -1.92% Q4 2025 Jan 30, 2026
RHUMBLINE ADVISERS History Reduced 245,812 7,539 0.01% 0.01% 71 -8,131 -3.2% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 236,833 7,263 0.0% 0.0% 72 +535 0.23% Q4 2025 Feb 12, 2026
Man Group plc History Reduced 229,642 7,043 0.01% 0.05% 73 -698,562 -75.26% Q4 2025 Feb 17, 2026
HAHN CAPITAL MANAGEMENT LLC History Reduced 225,348 6,911 3.73% 3.97% 74 -17,767 -7.31% Q4 2025 Feb 25, 2026
Candriam S.C.A. History Added to 201,453 6,178 0.03% 0.0% 75 +191,986 2027.95% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Added to 184,353 5,654 0.01% 0.0% 76 +78,844 74.73% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 184,306 5,652 0.01% 0.01% 77 +49,606 36.83% Q4 2025 Feb 12, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 184,000 5,643 0.03% 78 +184,000 New Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 172,973 5,305 0.0% 0.0% 79 -8,050 -4.45% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Added to 172,975 5,304 0.06% 0.06% 80 +4,551 2.7% Q4 2025 Feb 02, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 168,020 5,153 0.01% 45.06% 81 -116,921 -41.03% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 157,202 4,818 0.01% 0.02% 82 -310,809 -66.41% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 156,078 4,786 0.06% 0.49% 83 -1,100,023 -87.57% Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 139,220 4,269 0.05% 84 +139,220 New Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 133,998 4,109 0.02% 0.0% 85 +121,581 979.15% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 123,162 3,777 0.0% 0.0% 86 -119 -0.1% Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 118,825 3,644 0.17% 0.1% 87 +39,918 50.59% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 117,101 3,591 0.0% 0.0% 88 -4,766 -3.91% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History New 113,908 3,493 0.03% 89 +113,908 New Q4 2025 Feb 10, 2026
Modera Wealth Management, LLC History Added to 113,753 3,488 0.04% 0.04% 90 +3,161 2.86% Q4 2025 Jan 21, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 103,881 3,186 0.0% 91 +103,881 New Q4 2025 Feb 13, 2026
Dana Investment Advisors, Inc. History New 101,696 3,119 0.09% 92 +101,696 New Q4 2025 Feb 05, 2026
Jump Financial, LLC History New 92,485 2,836 0.03% 93 +92,485 New Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Added to 83,100 2,548 0.0% 0.0% 94 +53,900 184.59% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History Added to 81,203 2,490 0.0% 0.0% 95 +9,103 12.63% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History New 79,400 2,435 0.0% 96 +79,400 New Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 79,234 2,429 0.0% 97 +79,234 New Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Reduced 76,732 2,353 0.0% 0.01% 98 -91,586 -54.41% Q4 2025 Feb 13, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 75,505 2,315 1.04% 0.4% 99 +50,967 207.71% Q4 2025 Jan 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 72,368 2,219 0.15% 0.29% 100 +2,473 3.54% Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 71,850 2,203 0.02% 0.02% 101 -1,200 -1.64% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Added to 69,606 2,134 0.01% 0.01% 102 +1,730 2.55% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 68,897 2,113 0.01% 0.01% 103 -3,653 -5.04% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 68,623 2,104 0.0% 0.0% 104 +16,137 30.75% Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History Added to 68,395 2,097 0.02% 0.01% 105 +26,269 62.36% Q4 2025 Feb 17, 2026
Kerrisdale Advisers, LLC History No change 66,530 2,040 0.96% 1.17% 106 0 0.0% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 65,474 2,009 0.0% 0.0% 107 +3,300 5.31% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 65,400 2,005 0.04% 108 +65,400 New Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 54,712 1,968 0.0% 0.0% 109 0 0.0% Q4 2025 Jan 28, 2026
Daytona Street Capital LLC History New 63,265 1,940 1.51% 110 +63,265 New Q4 2025 Jan 21, 2026
Wealthfront Advisers LLC History Reduced 62,811 1,926 0.0% 0.01% 111 -8,186 -11.53% Q4 2025 Jan 30, 2026
QRG CAPITAL MANAGEMENT, INC. History New 60,887 1,867 0.02% 112 +60,887 New Q4 2025 Feb 02, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 60,715 1,862 0.02% 0.02% 113 -6,660 -9.88% Q4 2025 Feb 10, 2026
AMALGAMATED BANK History Reduced 56,847 1,743 0.01% 0.01% 114 -2,441 -4.12% Q4 2025 Feb 05, 2026
State of Tennessee, Department of Treasury History Reduced 58,138 1,742 0.01% 0.01% 115 -2,490 -4.11% Q4 2025 Feb 18, 2026
Zurich Insurance Group Ltd/FI History No change 55,700 1,708 0.01% 0.01% 116 0 0.0% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 50,989 1,563 0.04% 0.08% 117 +8,409 19.75% Q4 2025 Feb 17, 2026
STANCE CAPITAL LLC History New 50,198 1,539 0.57% 118 +50,198 New Q4 2025 Mar 17, 2026
MACQUARIE GROUP LTD History No change 49,861 1,529 0.01% 0.0% 119 0 0.0% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 49,813 1,527 0.02% 0.02% 120 +13,738 38.08% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 49,405 1,515 0.0% 0.01% 121 -512,369 -91.21% Q4 2025 Feb 10, 2026
Partners Group Holding AG History New 45,986 1,410 0.1% 122 +45,986 New Q4 2025 Feb 06, 2026
AMICA MUTUAL INSURANCE CO History Added to 44,537 1,366 0.12% 0.12% 123 +4,761 11.97% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History Reduced 43,588 1,337 0.0% 0.0% 124 -203,972 -82.39% Q4 2025 Mar 20, 2026
JUPITER ASSET MANAGEMENT LTD History New 43,087 1,321 0.01% 125 +43,087 New Q4 2025 Feb 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 42,390 1,300 0.02% 0.02% 126 0 0.0% Q4 2025 Feb 10, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 43,413 1,298 0.01% 0.02% 127 -794 -1.8% Q4 2025 Jan 21, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 42,210 1,295 0.01% 0.01% 128 0 0.0% Q4 2025 Jan 29, 2026
44 WEALTH MANAGEMENT LLC History Reduced 41,526 1,273 0.43% 0.49% 129 -469 -1.12% Q4 2025 Feb 09, 2026
Louisiana State Employees Retirement System History Reduced 40,400 1,239 0.02% 0.02% 130 -200 -0.49% Q4 2025 Jan 16, 2026
AlphaQuest LLC History Added to 40,160 1,231 0.07% 0.05% 131 +16,159 67.33% Q4 2025 Feb 09, 2026
Walleye Trading LLC History Reduced 38,984 1,195 0.0% 0.0% 132 -9,960 -20.35% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 37,099 1,137 0.01% 0.01% 133 -2,584 -6.51% Q4 2025 Jan 14, 2026
STIFEL FINANCIAL CORP History Added to 37,072 1,136 0.0% 0.0% 134 +747 2.06% Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 36,507 1,119 0.01% 0.01% 135 -935 -2.5% Q4 2025 Feb 10, 2026
COMERICA BANK History Reduced 34,620 1,061 0.0% 0.0% 136 -2,425 -6.55% Q4 2025 Jan 29, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 34,500 1,058 0.01% 0.01% 137 -200 -0.58% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 32,640 1,001 0.01% 0.02% 138 +123 0.38% Q4 2025 Feb 05, 2026
Pullen Investment Management, LLC History Reduced 30,963 949 0.5% 0.87% 139 -16,177 -34.32% Q4 2025 Jan 20, 2026
USS Investment Management Ltd History Added to 30,751 942 0.0% 0.0% 140 +1,303 4.42% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 30,330 930 0.0% 0.0% 141 +2,228 7.93% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History New 30,159 925 0.0% 142 +30,159 New Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History New 29,508 905 0.0% 143 +29,508 New Q4 2025 Jan 09, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 29,242 896 0.0% 0.0% 144 -216 -0.73% Q4 2025 Jan 23, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 29,110 892 0.01% 0.01% 145 -300 -1.02% Q4 2025 Feb 04, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 28,700 880 0.03% 0.03% 146 0 0.0% Q4 2025 Feb 10, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 27,983 858 0.13% 0.15% 147 -372 -1.31% Q4 2025 Feb 11, 2026
EntryPoint Capital, LLC History New 27,319 837 0.33% 148 +27,319 New Q4 2025 Feb 12, 2026
LPL Financial LLC History Reduced 26,869 824 0.0% 0.0% 149 -14,533 -35.1% Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History Reduced 26,736 819 0.02% 0.03% 150 -611 -2.23% Q4 2025 Feb 11, 2026
Avior Wealth Management, LLC History Reduced 26,325 807 0.03% 0.04% 151 -7,875 -23.03% Q4 2025 Jan 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 25,900 783 0.01% 0.01% 152 0 0.0% Q4 2025 Jan 28, 2026
BROWN ADVISORY INC History Added to 24,890 763 0.0% 0.0% 153 +1,986 8.67% Q4 2025 Feb 13, 2026
Tidal Investments LLC History New 24,790 760 0.0% 154 +24,790 New Q4 2025 Feb 13, 2026
OXFORD ASSET MANAGEMENT LLP History Reduced 24,621 755 0.31% 4.08% 155 -394 -1.58% Q4 2025 Feb 17, 2026
Atom Investors LP History New 24,427 749 0.06% 156 +24,427 New Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 24,389 748 0.01% 0.01% 157 +3,591 17.27% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 23,803 730 0.0% 0.0% 158 +23,489 7480.57% Q4 2025 Feb 17, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 23,317 715 0.09% 0.07% 159 +7,049 43.33% Q4 2025 Jan 26, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 23,243 712 0.01% 0.01% 160 +12,287 112.15% Q4 2025 Feb 06, 2026
GABELLI FUNDS LLC History New 23,000 705 0.0% 161 +23,000 New Q4 2025 Feb 05, 2026
SIG BROKERAGE, LP History New 23,000 705 0.02% 162 +23,000 New Q4 2025 Feb 17, 2026
Westfuller Advisors, LLC History No change 22,980 704 0.28% 0.36% 163 0 0.0% Q4 2025 Jan 21, 2026
Pacer Advisors, Inc. History Reduced 22,413 687 0.0% 0.0% 164 -7,843 -25.92% Q4 2025 Feb 24, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 21,800 669 0.0% 0.0% 165 0 0.0% Q4 2025 Jan 30, 2026
DEUTSCHE BANK AG\ History Added to 21,664 664 0.0% 0.0% 166 +4,658 27.39% Q4 2025 Feb 11, 2026
Entropy Technologies, LP History Reduced 21,346 654 0.04% 0.07% 167 -5,147 -19.43% Q4 2025 Feb 13, 2026
ARMISTICE CAPITAL, LLC History New 19,903 610 0.01% 168 +19,903 New Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 19,355 593 0.3% 169 +19,355 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 18,700 573 0.0% 0.02% 170 -156,773 -89.34% Q4 2025 Feb 13, 2026
TCW GROUP INC History Reduced 17,365 532 0.0% 0.01% 171 -4,051 -18.92% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 16,700 512 0.0% 172 +16,700 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 15,731 482 0.0% 0.0% 173 +9,786 164.61% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Reduced 15,592 478 0.01% 0.01% 174 -70 -0.45% Q4 2025 Feb 06, 2026
Magnetar Financial LLC History New 15,244 467 0.0% 175 +15,244 New Q4 2025 Feb 17, 2026
Amundi History No change 15,123 463 0.0% 0.0% 176 0 0.0% Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Reduced 14,681 450 0.0% 0.0% 177 -596 -3.9% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 14,500 444 0.0% 0.01% 178 -1,450 -9.09% Q4 2025 Jan 23, 2026
CHOREO, LLC History Added to 14,465 440 0.01% 0.01% 179 +11 0.08% Q4 2025 Jan 23, 2026
CAPITAL CITY TRUST CO/FL History Added to 14,152 434 0.1% 0.12% 180 +93 0.66% Q4 2025 Feb 03, 2026
TWINBEECH CAPITAL LP History New 13,859 425 0.03% 181 +13,859 New Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Reduced 13,489 413 0.01% 0.06% 182 -49,453 -78.57% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Added to 12,718 390 0.0% 0.0% 183 +446 3.63% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 12,337 378 0.0% 0.0% 184 +9,064 276.93% Q4 2025 Feb 06, 2026
Aquatic Capital Management LLC History Reduced 12,315 377 0.01% 0.1% 185 -145,769 -92.21% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 11,923 365 0.01% 0.01% 186 -2,139 -15.21% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History New 11,214 343 0.0% 187 +11,214 New Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 11,062 339 0.0% 0.0% 188 +460 4.34% Q4 2025 Feb 13, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 10,797 331 0.04% 190 +10,797 New Q4 2025 Feb 12, 2026
Vestcor Inc History No change 10,796 331 0.01% 0.01% 189 0 0.0% Q4 2025 Feb 11, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 10,631 326 0.01% 0.01% 191 -295 -2.7% Q4 2025 Feb 04, 2026
iSAM Funds (UK) Ltd History Reduced 10,344 317 0.11% 0.18% 192 -15,424 -59.86% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 10,001 306 0.0% 193 +10,001 New Q4 2025 Feb 18, 2026
Catalyst Funds Management Pty Ltd History New 9,700 297 0.07% 194 +9,700 New Q4 2025 Feb 09, 2026
Leonteq Securities AG History Added to 9,631 295 0.01% 0.0% 195 +6,681 226.47% Q4 2025 Feb 06, 2026
R Squared Ltd History Added to 9,425 289 0.14% 0.11% 197 +2,095 28.58% Q4 2025 Jan 30, 2026
Keystone Financial Services History Reduced 9,433 289 0.09% 0.1% 196 -142 -1.48% Q4 2025 Feb 12, 2026
Caitong International Asset Management Co., Ltd History Added to 9,286 284 0.07% 0.03% 198 +8,079 669.35% Q4 2025 Mar 03, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 9,004 276 0.0% 0.0% 199 -500 -5.26% Q4 2025 Jan 28, 2026
Powell Investment Advisors, LLC History Added to 8,367 256 0.09% 0.1% 200 +57 0.69% Q4 2025 Feb 09, 2026
Tranquilli Financial Advisor LLC History Added to 8,267 253 0.15% 0.16% 201 +60 0.73% Q4 2025 Jan 27, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 8,127 249 0.0% 202 +8,127 New Q4 2025 Jan 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 7,980 239 0.0% 203 +7,980 New Q4 2025 Jan 08, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 7,781 238 0.0% 0.0% 204 -1,103 -12.42% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 7,614 233 0.01% 0.0% 205 +7,390 3299.11% Q4 2025 Jan 28, 2026
Robertson Stephens Wealth Management, LLC History New 7,400 226 0.01% 206 +7,400 New Q4 2025 Feb 02, 2026
FEDERATED HERMES, INC. History Reduced 7,328 224 0.0% 0.0% 207 -5,704 -43.77% Q4 2025 Feb 12, 2026
CI INVESTMENTS INC. History Reduced 7,277 223 0.0% 0.0% 208 -663 -8.35% Q4 2025 Feb 12, 2026
Bridgefront Capital, LLC History Reduced 6,628 203 0.05% 0.16% 209 -9,238 -58.23% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History New 4,130 126 0.0% 210 +4,130 New Q4 2025 Feb 13, 2026
Rosenberg Matthew Hamilton History Added to 3,936 120 0.02% 0.02% 211 +686 21.11% Q4 2025 Jan 05, 2026
Federation des caisses Desjardins du Quebec History Added to 3,783 116 0.0% 0.0% 212 +405 11.99% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Added to 3,738 114 0.0% 0.0% 213 +21 0.56% Q4 2025 Feb 02, 2026
New Age Alpha Advisors, LLC History Added to 3,580 109 0.0% 0.0% 214 +254 7.64% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 3,486 107 0.0% 0.0% 215 +1,011 40.85% Q4 2025 Jan 26, 2026
Cape Investment Advisory, Inc. History Added to 2,060 63 0.02% 0.07% 216 +53 2.64% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 2,022 62 0.0% 0.0% 217 +582 40.42% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History No change 1,964 60 0.0% 0.0% 218 0 0.0% Q4 2025 Jan 30, 2026
Arax Advisory Partners History Reduced 1,870 57 0.0% 0.0% 220 -4,316 -69.77% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,890 57 0.0% 0.0% 221 +1,665 740.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 1,860 57 0.0% 0.0% 219 +131 7.58% Q4 2025 Jan 30, 2026
Blue Trust, Inc. History Reduced 1,749 53 0.0% 0.0% 223 -430 -19.73% Q4 2025 Jan 16, 2026
Wilmington Savings Fund Society, FSB History No change 1,730 53 0.0% 0.0% 222 0 0.0% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Added to 1,531 46 0.0% 0.0% 224 +1,195 355.65% Q4 2025 Feb 11, 2026
Quarry LP History New 1,318 40 0.01% 225 +1,318 New Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,160 35 0.0% 0.0% 226 +1,073 1233.33% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 1,100 34 0.0% 0.0% 227 -212 -16.16% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 1,088 33 0.0% 0.0% 228 +25 2.35% Q4 2025 Mar 16, 2026
Colonial Trust Co / SC History No change 1,078 33 0.0% 0.0% 229 0 0.0% Q4 2025 Feb 12, 2026
WESTPAC BANKING CORP History No change 1,054 32 0.0% 0.0% 230 0 0.0% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 1,014 31 0.0% 0.0% 232 -4,215 -80.61% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Reduced 1,025 31 0.0% 0.0% 231 -2 -0.19% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Reduced 958 29 0.0% 0.0% 233 -65 -6.35% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 941 28 0.0% 0.0% 234 +62 7.05% Q4 2025 Jan 23, 2026
GAMMA Investing LLC History Reduced 901 27 0.0% 0.0% 235 -206 -18.61% Q4 2025 Jan 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 745 23 0.0% 0.0% 236 +119 19.01% Q4 2025 Feb 09, 2026
Penserra Capital Management LLC History New 738 22 0.0% 238 +738 New Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 733 22 0.0% 0.0% 237 -132 -15.26% Q4 2025 Jan 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 618 19 0.0% 239 +618 New Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Added to 651 19 0.0% 0.0% 240 +33 5.34% Q4 2025 Feb 03, 2026
SageView Advisory Group, LLC History New 598 18 0.0% 241 +598 New Q4 2025 Feb 17, 2026
Princeton Global Asset Management LLC History New 579 17 0.0% 242 +579 New Q4 2025 Jan 20, 2026
Clearstead Advisors, LLC History Added to 509 15 0.0% 0.0% 243 +355 230.52% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 475 14 0.0% 245 +475 New Q4 2025 Feb 05, 2026
Smithfield Trust Co History New 460 14 0.0% 244 +460 New Q4 2025 Feb 09, 2026
Optiver Holding B.V. History Reduced 467 14 0.0% 0.0% 246 -7 -1.48% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 296 9 0.0% 0.0% 248 +207 232.58% Q4 2025 Feb 12, 2026
Global X Japan Co., Ltd. History Reduced 318 9 0.0% 0.0% 250 -173 -35.23% Q4 2025 Jan 13, 2026
Root Financial Partners, LLC History Reduced 316 9 0.0% 0.0% 249 -31 -8.93% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History No change 303 9 0.0% 0.0% 247 0 0.0% Q4 2025 Feb 05, 2026
MAI Capital Management History Reduced 248 7 0.0% 0.0% 251 -1,024 -80.5% Q4 2025 Feb 13, 2026
Clearstead Trust, LLC History Reduced 243 7 0.0% 0.0% 252 -10 -3.95% Q4 2025 Feb 09, 2026
Bayforest Capital Ltd History New 182 5 0.0% 255 +182 New Q4 2025 Jan 27, 2026
HUNTINGTON NATIONAL BANK History Reduced 184 5 0.0% 0.0% 253 -132 -41.77% Q4 2025 Feb 09, 2026
Investors Research Corp History No change 189 5 0.0% 0.0% 254 0 0.0% Q4 2025 Jan 06, 2026
Parkside Financial Bank & Trust History Added to 156 4 0.0% 257 +151 3020.0% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 151 4 0.0% 0.0% 258 +20 15.27% Q4 2025 Jan 13, 2026
Ancora Advisors LLC History No change 150 4 0.0% 0.0% 256 0 0.0% Q4 2025 Feb 17, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 153 4 0.0% 0.0% 259 0 0.0% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 105 3 0.0% 0.0% 262 -115 -52.27% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 98 3 0.0% 264 +92 1533.33% Q4 2025 Feb 12, 2026
Quent Capital, LLC History Added to 105 3 0.0% 0.0% 266 +69 191.67% Q4 2025 Jan 29, 2026
Wealth Preservation Advisors, LLC History Added to 119 3 0.0% 0.0% 267 +51 75.0% Q4 2025 Feb 23, 2026
SIGNATUREFD, LLC History Added to 98 3 0.0% 0.0% 265 +30 44.12% Q4 2025 Jan 20, 2026
MassMutual Private Wealth & Trust, FSB History Added to 108 3 0.0% 0.0% 261 +16 17.39% Q4 2025 Jan 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 113 3 0.0% 0.0% 260 0 0.0% Q4 2025 Feb 17, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 120 3 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 03, 2026
Smartleaf Asset Management LLC History No change 112 3 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History Reduced 87 2 0.0% 0.0% 272 -122 -58.37% Q4 2025 Feb 24, 2026
Fairman Group, LLC History New 95 2 0.0% 273 +95 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 65 2 0.0% 269 +50 333.33% Q4 2025 Feb 10, 2026
Physician Wealth Advisors, Inc. History Reduced 71 2 0.0% 0.0% 271 -38 -34.86% Q4 2025 Jan 29, 2026
Global Retirement Partners, LLC History Reduced 66 2 0.0% 0.0% 270 -2 -2.94% Q4 2025 Feb 06, 2026
Steigerwald, Gordon & Koch Inc. History New 55 1 0.0% 277 +55 New Q4 2025 Jan 23, 2026
SHP Wealth Management History New 44 1 0.0% 278 +44 New Q4 2025 Mar 04, 2026
JFS WEALTH ADVISORS, LLC History Added to 65 1 0.0% 0.0% 276 +29 80.56% Q4 2025 Jan 14, 2026
Roxbury Financial LLC History Added to 42 1 0.0% 0.0% 281 +1 2.44% Q4 2025 Jan 05, 2026
NBC SECURITIES, INC. History No change 47 1 0.0% 0.0% 274 0 0.0% Q4 2025 Jan 29, 2026
Johnson Financial Group, Inc. History No change 50 1 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 12, 2026
Strategic Advocates LLC History No change 52 1 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 11, 2026
Millstone Evans Group, LLC History No change 39 1 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 02, 2026
E. Ohman J:or Asset Management AB History Closed out 0 0 0.81% -1,011,770 -100.0% Q3 2025 Oct 17, 2025
Meridiem Capital Partners LP History Closed out 0 0 1.9% -871,831 -100.0% Q3 2025 Nov 13, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.02% -395,519 -100.0% Q3 2025 Nov 14, 2025
Alyeska Investment Group, L.P. History Closed out 0 0 0.03% -311,335 -100.0% Q3 2025 Nov 17, 2025
Arlington Partners LLC History Closed out 0 0 1.81% -153,443 -100.0% Q3 2025 Oct 28, 2025
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.0% -104,377 -100.0% Q3 2025 Nov 14, 2025
Maytus Capital Management, LLC History Closed out 0 0 0.62% -84,395 -100.0% Q3 2025 Nov 14, 2025
Greenland Capital Management LP History Closed out 0 0 0.26% -75,036 -100.0% Q3 2025 Nov 10, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.19% -74,332 -100.0% Q3 2025 Oct 28, 2025
Lighthouse Investment Partners, LLC History Closed out 0 0 0.07% -67,035 -100.0% Q3 2025 Nov 14, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.25% -44,459 -100.0% Q3 2025 Nov 13, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.09% -32,695 -100.0% Q3 2025 Nov 07, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -31,064 -100.0% Q3 2025 Nov 12, 2025
Headlands Technologies LLC History Closed out 0 0 0.06% -21,726 -100.0% Q3 2025 Nov 12, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -20,491 -100.0% Q3 2025 Nov 14, 2025
Private Advisor Group, LLC History Closed out 0 0 0.0% -14,642 -100.0% Q3 2025 Nov 13, 2025
INCEPTIONR LLC History Closed out 0 0 0.12% -14,609 -100.0% Q3 2025 Nov 13, 2025
Sciencast Management LP History Closed out 0 0 0.09% -13,684 -100.0% Q3 2025 Nov 12, 2025
Twin Tree Management, LP History Closed out 0 0 0.0% -13,666 -100.0% Q3 2025 Nov 13, 2025
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 0.03% -13,223 -100.0% Q3 2025 Nov 14, 2025
IFG Advisory, LLC History Closed out 0 0 0.02% -11,297 -100.0% Q3 2025 Nov 12, 2025
XPONANCE LLC History Closed out 0 0 0.0% -9,203 -100.0% Q3 2025 Nov 12, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -8,213 -100.0% Q3 2025 Nov 14, 2025
OneDigital Investment Advisors LLC History Closed out 0 0 0.0% -8,057 -100.0% Q3 2025 Nov 10, 2025
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 0.0% -7,224 -100.0% Q3 2025 Nov 12, 2025
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -7,090 -100.0% Q3 2025 Nov 13, 2025
Cetera Investment Advisers History Closed out 0 0 0.0% -6,976 -100.0% Q3 2025 Nov 14, 2025
Frank, Rimerman Advisors LLC History Closed out 0 0 0.01% -6,809 -100.0% Q3 2025 Nov 04, 2025
OSSIAM History Closed out 0 0 0.0% -6,548 -100.0% Q3 2025 Nov 14, 2025
denkapparat Operations GmbH History Closed out 0 0 0.14% -6,240 -100.0% Q3 2025 Nov 07, 2025
ProShare Advisors LLC History Closed out 0 0 0.0% -6,204 -100.0% Q3 2025 Nov 06, 2025
Vident Advisory, LLC History Closed out 0 0 0.0% -6,155 -100.0% Q3 2025 Nov 14, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.02% -6,110 -100.0% Q3 2025 Nov 14, 2025
BLAIR WILLIAM & CO/IL History Closed out 0 0 0.0% -6,017 -100.0% Q3 2025 Nov 12, 2025
Ramirez Asset Management, Inc. History Closed out 0 0 0.01% -1,500 -100.0% Q3 2025 Nov 12, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.02% -1,381 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -1,231 -100.0% Q3 2025 Oct 21, 2025
Itau Unibanco Holding S.A. History Closed out 0 0 0.0% -1,024 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -986 -100.0% Q3 2025 Nov 14, 2025
FOSTER DYKEMA CABOT & PARTNERS, LLC History Closed out 0 0 0.0% -511 -100.0% Q3 2025 Nov 12, 2025
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -462 -100.0% Q3 2025 Nov 13, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -306 -100.0% Q3 2025 Oct 08, 2025
NATIXIS History Closed out 0 0 0.0% -287 -100.0% Q3 2025 Nov 14, 2025
Nemes Rush Group LLC History Closed out 0 0 0.0% -81 -100.0% Q3 2025 Nov 13, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -57 -100.0% Q3 2025 Nov 18, 2025
High Note Wealth, LLC History Closed out 0 0 0.0% -44 -100.0% Q3 2025 Nov 04, 2025
Rossby Financial, LCC History New 32 0 +32 New Q4 2025 Feb 12, 2026
AMERICAN NATIONAL BANK & TRUST History New 31 0 +31 New Q4 2025 Jan 20, 2026
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 -29 -100.0% Q3 2025 Nov 13, 2025
Wealth Enhancement Trust Services, Inc. History New 24 0 +24 New Q4 2025 Jan 27, 2026
NewEdge Advisors, LLC History Closed out 0 0 -17 -100.0% Q3 2025 Nov 17, 2025
CVA Family Office, LLC History Closed out 0 0 -17 -100.0% Q3 2025 Oct 30, 2025
Elevated Capital Advisors, LLC History New 14 0 +14 New Q4 2025 Jan 27, 2026
SJS Investment Consulting Inc. History Added to 24 0 +14 140.0% Q4 2025 Jan 21, 2026
True Wealth Design, LLC History Added to 25 0 +14 127.27% Q4 2025 Jan 08, 2026
Fortitude Family Office, LLC History Reduced 25 0 0.0% -12 -32.43% Q4 2025 Jan 15, 2026
Cloud Capital Management, LLC History Closed out 0 0 -12 -100.0% Q3 2025 Nov 03, 2025
Annis Gardner Whiting Capital Advisors, LLC History New 10 0 +10 New Q4 2025 Feb 09, 2026
Bay Harbor Wealth Management, LLC History Added to 20 0 +8 66.67% Q4 2025 Feb 02, 2026
Keating Financial Advisory Services, Inc. History New 8 0 +8 New Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 14, 2025
Murphy & Mullick Capital Management Corp History New 6 0 +6 New Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History Added to 11 0 +4 57.14% Q4 2025 Jan 12, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 14, 2025
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
S&T BANK/PA History New 1 0 +1 New Q4 2025 Feb 13, 2026
MV CAPITAL MANAGEMENT, INC. History New 1 0 +1 New Q4 2025 Feb 23, 2026
HFM Investment Advisors, LLC History Reduced 6 0 -1 -14.29% Q4 2025 Feb 05, 2026
Versant Capital Management, Inc History No change 31 0 0.0% 0 0.0% Q4 2025 Jan 08, 2026
CBIZ Investment Advisory Services, LLC History No change 17 0 0 0.0% Q4 2025 Feb 09, 2026
Key FInancial Inc History No change 10 0 0 0.0% Q4 2025 Feb 09, 2026
DiNuzzo Private Wealth, Inc. History No change 19 0 0 0.0% Q4 2025 Jan 16, 2026
Seneschal Advisors, LLC History No change 3 0 0 0.0% Q4 2025 Feb 13, 2026