Warby Parker Inc. - WRBY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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
FMR LLC History Added to 15,372,376 334,964 0.02% 0.01% 1 +6,586,884 74.97% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 10,621,880 231,450 0.0% 0.0% 2 -43,649 -0.41% Q4 2025 Jan 29, 2026
JPMORGAN CHASE & CO History Added to 9,679,067 210,906 0.01% 0.01% 3 +2,375,726 32.53% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 7,980,620 173,897 0.0% 0.0% 4 -386,602 -4.62% Q4 2025 Feb 12, 2026
Durable Capital Partners LP History Reduced 7,310,605 159,298 1.51% 1.79% 5 -1,442,002 -16.48% Q4 2025 Feb 17, 2026
BlackBarn Capital Partners LP History Added to 3,000,000 65,370 4.3% 1.97% 6 +2,000,000 200.0% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 2,594,171 56,526 0.01% 0.01% 7 +381,071 17.22% Q4 2025 Feb 10, 2026
STATE STREET CORP History Added to 2,408,610 52,483 0.0% 0.0% 8 +202,029 9.16% Q4 2025 Feb 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 2,305,680 50,240 0.49% 0.61% 9 -116,270 -4.8% Q4 2025 Jan 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,297,123 50,063 0.0% 0.0% 10 +11,736 0.51% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,256,785 49,175 0.01% 0.01% 11 -509,612 -18.42% Q4 2025 Mar 25, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History New 2,133,271 46,483 0.16% 12 +2,133,271 New Q4 2025 Feb 18, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 2,078,778 45,298 0.0% 0.0% 13 +865,345 71.31% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 2,040,603 44,464 0.0% 0.0% 14 +966,911 90.05% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 1,840,935 40,114 0.06% 15 +1,840,935 New Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,584,825 34,533 0.05% 0.05% 16 +160,825 11.29% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,556,342 33,913 0.01% 0.01% 17 -21,841 -1.38% Q4 2025 Feb 12, 2026
SRS Investment Management, LLC History New 1,435,383 31,276 0.33% 18 +1,435,383 New Q4 2025 Feb 17, 2026
TimesSquare Capital Management, LLC History Added to 1,353,554 29,493 0.44% 0.4% 19 +344,879 34.19% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,278,706 27,863 0.0% 0.0% 20 +1,011,164 377.95% Q4 2025 Feb 17, 2026
Portolan Capital Management, LLC History Added to 1,232,173 26,849 1.44% 0.96% 21 +586,085 90.71% Q4 2025 Feb 17, 2026
Artisan Partners Limited Partnership History Reduced 1,098,414 23,934 0.04% 0.05% 22 -113,523 -9.37% Q4 2025 Feb 17, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History Added to 1,053,644 22,958 2.73% 1.2% 23 +703,644 201.04% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,052,396 22,931 0.0% 0.0% 24 +83,293 8.59% Q4 2025 Feb 17, 2026
Ranger Investment Management, L.P. History Reduced 971,879 21,177 1.45% 1.9% 25 -18,571 -1.88% Q4 2025 Feb 13, 2026
JENNISON ASSOCIATES LLC History Reduced 965,275 21,033 0.01% 0.03% 26 -1,021,921 -51.43% Q4 2025 Jan 30, 2026
CITADEL ADVISORS LLC History Added to 961,166 20,943 0.0% 0.0% 27 +267,879 38.64% Q4 2025 Feb 17, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 854,143 18,611 0.2% 0.47% 28 -814,081 -48.8% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 827,063 18,021 0.0% 0.0% 29 -767 -0.09% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 777,500 16,941 0.0% 0.0% 30 -50,269 -6.07% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 736,461 16,047 0.0% 0.0% 31 -135,859 -15.57% Q4 2025 Jan 29, 2026
J. Goldman & Co LP History New 721,990 15,732 0.41% 32 +721,990 New Q4 2025 Feb 17, 2026
FRED ALGER MANAGEMENT, LLC History New 532,222 11,597 0.05% 33 +532,222 New Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 524,660 11,432 0.0% 0.01% 34 -919,433 -63.67% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Reduced 522,981 11,395 0.01% 0.02% 35 -299,532 -36.42% Q4 2025 Feb 17, 2026
Nishkama Capital, LLC History Added to 481,094 10,483 0.42% 0.07% 36 +374,571 351.63% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 446,356 9,726 0.01% 0.01% 37 +115,209 34.79% Q4 2025 Feb 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 439,734 9,581 0.07% 0.06% 38 +100,643 29.68% Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 423,258 9,222 0.04% 0.03% 39 +137,995 48.37% Q4 2025 Feb 09, 2026
NATIXIS ADVISORS, LLC History Reduced 401,683 8,753 0.01% 0.02% 40 -8,857 -2.16% Q4 2025 Feb 10, 2026
Simplify Asset Management Inc. History New 400,343 8,723 0.14% 41 +400,343 New Q4 2025 Feb 09, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History New 400,000 8,716 0.14% 42 +400,000 New Q4 2025 Feb 17, 2026
Atreides Management, LP History New 393,085 8,565 0.1% 43 +393,085 New Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 387,568 8,445 0.0% 0.02% 44 -1,094,989 -73.86% Q4 2025 Feb 17, 2026
Impax Asset Management Group plc History No change 385,000 8,389 0.05% 0.06% 45 0 0.0% Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Reduced 383,867 8,364 0.01% 0.01% 46 -324,729 -45.83% Q4 2025 Feb 13, 2026
Senator Investment Group LP History New 377,148 8,218 0.33% 47 +377,148 New Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History New 364,724 7,947 0.01% 48 +364,724 New Q4 2025 Feb 13, 2026
Hook Mill Capital Partners, LP History New 364,258 7,937 0.75% 49 +364,258 New Q4 2025 Feb 17, 2026
First Eagle Investment Management, LLC History Reduced 352,941 7,690 0.01% 0.03% 50 -196,700 -35.79% Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 341,060 7,431 0.0% 0.01% 51 -26,353 -7.17% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 335,908 7,319 0.0% 0.0% 52 +232,639 225.27% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 331,790 7,229 0.0% 0.0% 53 +318,490 2394.66% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Reduced 329,952 7,189 0.01% 0.01% 54 -24,362 -6.88% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History Added to 327,534 7,136 0.11% 0.0% 55 +317,418 3137.78% Q4 2025 Feb 17, 2026
CHILTON INVESTMENT CO INC. History Reduced 318,050 6,930 0.14% 0.38% 56 -363,922 -53.36% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 298,210 6,497 0.0% 0.0% 57 +195,390 190.03% Q4 2025 Feb 17, 2026
PALISADE CAPITAL MANAGEMENT, LP History New 287,367 6,261 0.19% 58 +287,367 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 278,246 6,118 0.0% 0.0% 59 -54,958 -16.49% Q4 2025 Feb 18, 2026
Neo Ivy Capital Management History Added to 280,036 6,101 0.96% 0.03% 60 +275,962 6773.74% Q4 2025 Feb 13, 2026
Sender Co & Partners, Inc. History New 256,629 5,591 2.61% 61 +256,629 New Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Added to 249,818 5,443 0.0% 0.0% 62 +218,818 705.86% Q4 2025 Jan 29, 2026
Atika Capital Management LLC History New 248,971 5,425 0.57% 63 +248,971 New Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 240,477 5,239 0.0% 0.0% 64 -36,614 -13.21% Q4 2025 Feb 17, 2026
BAILLIE GIFFORD & CO History Reduced 230,057 5,012 0.0% 0.01% 65 -226,734 -49.64% Q4 2025 Jan 23, 2026
FIRST TRUST ADVISORS LP History Added to 227,855 4,964 0.0% 0.0% 66 +25,701 12.71% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 224,550 4,892 0.0% 0.0% 67 +104,715 87.38% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 218,107 4,881 0.0% 0.0% 68 +74,621 52.01% Q4 2025 Feb 10, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 216,892 4,726 0.0% 0.0% 69 -508,003 -70.08% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 211,602 4,610 0.0% 0.03% 70 -1,588,929 -88.25% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 206,085 4,490 0.01% 0.0% 71 +196,031 1949.78% Q4 2025 Feb 12, 2026
Walleye Trading LLC History Added to 199,457 4,346 0.01% 0.0% 72 +180,957 978.15% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 198,517 4,325 0.0% 0.0% 73 -8,649 -4.17% Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History Reduced 186,495 4,063 0.03% 0.06% 74 -95,787 -33.93% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 182,699 3,981 0.0% 0.01% 75 -322,428 -63.83% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 179,080 3,902 0.01% 0.01% 76 -13,801 -7.16% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 176,824 3,852 0.0% 0.0% 77 -63,504 -26.42% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 176,400 3,843 0.0% 0.0% 78 +4,200 2.44% Q4 2025 Feb 12, 2026
Jump Financial, LLC History Reduced 170,912 3,724 0.05% 0.12% 79 -199,497 -53.86% Q4 2025 Feb 17, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 170,680 3,719 0.08% 0.07% 80 +39,690 30.3% Q4 2025 Feb 02, 2026
JANE STREET GROUP, LLC History Added to 150,800 3,285 0.0% 0.0% 81 +26,870 21.68% Q4 2025 Feb 12, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 143,642 3,129 0.01% 0.01% 82 +12,257 9.33% Q4 2025 Feb 13, 2026
Caption Management, LLC History New 139,900 3,048 0.02% 83 +139,900 New Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Reduced 135,475 2,952 0.05% 0.07% 84 -14,575 -9.71% Q4 2025 Feb 17, 2026
Tao Capital Management LP History No change 134,473 2,930 2.52% 2.8% 85 0 0.0% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 132,549 2,888 0.01% 0.03% 86 -149,835 -53.06% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 126,481 2,756 0.0% 0.0% 87 +94,881 300.26% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History New 126,340 2,752 0.01% 88 +126,340 New Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 125,959 2,744 0.0% 0.0% 89 -21,683 -14.69% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 121,261 2,642 0.0% 0.01% 90 +24 0.02% Q4 2025 Mar 09, 2026
Lighthouse Investment Partners, LLC History New 119,794 2,610 0.08% 91 +119,794 New Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 117,319 2,556 0.0% 0.0% 92 -36,452 -23.71% Q4 2025 Feb 19, 2026
FIL Ltd History New 103,257 2,249 0.0% 93 +103,257 New Q4 2025 Feb 17, 2026
SONA ASSET MANAGEMENT (US) LLC History New 100,000 2,179 0.05% 94 +100,000 New Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 98,876 2,154 0.0% 0.0% 95 -4,383 -4.24% Q4 2025 Feb 09, 2026
OMERS ADMINISTRATION Corp History Reduced 96,044 2,092 0.01% 0.02% 96 -3,956 -3.96% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 94,396 2,056 0.0% 0.01% 97 -72,732 -43.52% Q4 2025 Jan 28, 2026
Atom Investors LP History New 94,048 2,049 0.16% 98 +94,048 New Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 89,267 1,945 0.0% 99 +89,267 New Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 87,647 1,909 0.03% 100 +87,647 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 85,390 1,860 0.0% 0.0% 101 +923 1.09% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 83,899 1,828 0.0% 0.0% 102 -87 -0.1% Q4 2025 Feb 17, 2026
PRIMORIS WEALTH ADVISORS, LLC History New 81,750 1,781 1.07% 103 +81,750 New Q4 2025 Feb 03, 2026
OSAIC HOLDINGS, INC. History Added to 80,375 1,751 0.0% 0.0% 104 +33,871 72.83% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 79,828 1,739 0.0% 0.0% 105 -1,721 -2.11% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History New 76,987 1,677 0.01% 106 +76,987 New Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 75,000 1,634 0.0% 107 +75,000 New Q4 2025 Feb 17, 2026
Riverwater Partners LLC History Added to 71,861 1,582 0.61% 0.67% 108 +13,517 23.17% Q4 2025 Feb 12, 2026
Man Group plc History Reduced 72,139 1,571 0.0% 0.0% 109 -18,843 -20.71% Q4 2025 Feb 17, 2026
CLOUGH CAPITAL PARTNERS L P History New 71,827 1,565 0.14% 110 +71,827 New Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History New 70,452 1,535 0.38% 111 +70,452 New Q4 2025 Mar 03, 2026
IEQ CAPITAL, LLC History Reduced 67,366 1,467 0.0% 0.01% 112 -4,625 -6.42% Q4 2025 Feb 13, 2026
GARDNER RUSSO & QUINN LLC History Added to 65,000 1,416 0.02% 0.02% 113 +4,000 6.56% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Reduced 64,106 1,396 0.01% 0.01% 114 -12,356 -16.16% Q4 2025 Feb 13, 2026
Niles Investment Management, LLC History New 63,169 1,376 1.05% 115 +63,169 New Q4 2025 Feb 13, 2026
Accuvest Global Advisors History New 62,300 1,358 1.0% 116 +62,300 New Q4 2025 Feb 11, 2026
PEAK6 LLC History New 62,300 1,357 0.0% 117 +62,300 New Q4 2025 Mar 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 61,509 1,340 0.01% 0.01% 118 +12,212 24.77% Q4 2025 Feb 10, 2026
K.J. Harrison & Partners Inc History New 60,000 1,307 0.17% 119 +60,000 New Q4 2025 Feb 03, 2026
Centiva Capital, LP History New 59,919 1,305 0.01% 120 +59,919 New Q4 2025 Feb 13, 2026
UDINE WEALTH MANAGEMENT, INC. History New 58,946 1,284 0.61% 121 +58,946 New Q4 2025 Jan 16, 2026
Fortis Group Advisors, LLC History New 47,191 1,203 0.2% 122 +47,191 New Q4 2025 Feb 06, 2026
MetLife Investment Management, LLC History Reduced 55,082 1,200 0.01% 0.01% 123 -3,876 -6.57% Q4 2025 Feb 12, 2026
Aperture Investors, LLC History New 51,119 1,113 0.13% 124 +51,119 New Q4 2025 Feb 17, 2026
Shay Capital LLC History Added to 50,200 1,093 0.11% 0.02% 125 +40,200 402.0% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History New 49,254 1,073 0.01% 126 +49,254 New Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 48,990 1,067 0.0% 0.0% 127 +46,300 1721.19% Q4 2025 Jan 29, 2026
Polymer Capital Management (US) LLC History New 48,196 1,050 0.11% 128 +48,196 New Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 47,944 1,044 0.0% 0.06% 129 -2,012,159 -97.67% Q4 2025 Feb 13, 2026
Knights of Columbus Asset Advisors LLC History Reduced 47,885 1,043 0.06% 0.13% 130 -36,022 -42.93% Q4 2025 Feb 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 47,213 1,028 0.0% 131 +47,213 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 45,610 993 0.0% 0.0% 132 -46 -0.1% Q4 2025 Feb 17, 2026
Bedell Frazier Investment Counselling, LLC History New 45,180 984 0.19% 133 +45,180 New Q4 2025 Feb 17, 2026
Watershed Asset Management, L.L.C. History New 44,000 958 0.89% 134 +44,000 New Q4 2025 Feb 17, 2026
RATIONAL ADVISORS, INC. History New 43,500 947 0.1% 135 +43,500 New Q4 2025 Feb 10, 2026
Wellington Shields Capital Management, LLC History New 42,927 935 0.14% 136 +42,927 New Q4 2025 Feb 09, 2026
FNY Investment Advisers, LLC History New 41,326 900 0.25% 137 +41,326 New Q4 2025 Jan 16, 2026
Advisors Asset Management, Inc. History Added to 40,835 889 0.01% 0.02% 138 +3,968 10.76% Q4 2025 Feb 12, 2026
Maridea Wealth Management LLC History New 40,306 878 0.13% 139 +40,306 New Q4 2025 Jan 08, 2026
Handelsbanken Fonder AB History Added to 39,673 864 0.0% 0.0% 140 +9,000 29.34% Q4 2025 Feb 06, 2026
Motley Fool Asset Management LLC History New 39,520 861 0.03% 141 +39,520 New Q4 2025 Feb 11, 2026
XTX Topco Ltd History New 38,493 838 0.02% 142 +38,493 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 38,062 829 0.0% 0.0% 143 +3,391 9.78% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History No change 37,810 824 0.0% 0.0% 144 0 0.0% Q4 2025 Feb 17, 2026
Virtu Financial LLC History New 36,013 785 0.03% 145 +36,013 New Q4 2025 Feb 23, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 40,428 779 0.0% 0.0% 146 +18,150 81.47% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History Reduced 35,500 773 0.0% 0.0% 147 -500 -1.39% Q4 2025 Feb 17, 2026
Jain Global LLC History Added to 34,761 757 0.0% 0.0% 148 +23,500 208.68% Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History New 34,600 753 0.03% 149 +34,600 New Q4 2025 Jan 27, 2026
Diametric Capital, LP History New 33,899 738 0.2% 150 +33,899 New Q4 2025 Feb 13, 2026
Tidal Investments LLC History Added to 33,604 732 0.0% 0.0% 151 +21,694 182.15% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Added to 33,154 722 0.01% 0.0% 152 +27,479 484.21% Q4 2025 Jan 23, 2026
SHELTON CAPITAL MANAGEMENT History No change 32,100 699 0.01% 0.02% 153 0 0.0% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 31,829 693 0.0% 0.0% 154 -6,058 -15.99% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 31,744 691 0.0% 0.0% 155 +2,400 8.18% Q4 2025 Jan 27, 2026
Odyssean, LLC History New 31,071 677 0.49% 156 +31,071 New Q4 2025 Feb 17, 2026
PRENTISS SMITH & CO INC History Reduced 30,889 673 0.4% 1.07% 157 -37,864 -55.07% Q4 2025 Jan 29, 2026
Sunpointe, LLC History New 30,052 654 0.22% 158 +30,052 New Q4 2025 Jan 23, 2026
PDT Partners, LLC History Reduced 29,132 634 0.04% 0.2% 159 -83,061 -74.03% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 27,512 599 0.0% 0.0% 160 -591 -2.1% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 27,335 595 0.0% 0.0% 161 +1,733 6.77% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 27,201 592 0.0% 0.01% 162 0 0.0% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 26,882 585 0.03% 0.01% 163 +23,330 656.81% Q4 2025 Feb 09, 2026
AIA Group Ltd History Reduced 26,628 580 0.01% 0.03% 164 -44,916 -62.78% Q4 2025 Feb 09, 2026
ARDSLEY ADVISORY PARTNERS LP History New 26,500 577 0.06% 165 +26,500 New Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History New 25,900 564 0.02% 166 +25,900 New Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 24,550 534 0.0% 0.0% 167 -1,735 -6.6% Q4 2025 Jan 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 20,343 527 0.0% 0.0% 169 -168 -0.82% Q4 2025 Jan 08, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 24,200 527 0.0% 0.0% 168 0 0.0% Q4 2025 Feb 12, 2026
Northwest & Ethical Investments L.P. History Reduced 23,286 507 0.01% 0.04% 170 -40,022 -63.22% Q4 2025 Feb 17, 2026
Wellington Shields & Co., LLC History New 22,625 492 0.12% 171 +22,625 New Q4 2025 Feb 09, 2026
CWM, LLC History Reduced 22,465 490 0.0% 0.0% 172 -2,012 -8.22% Q4 2025 Jan 26, 2026
Circle Wealth Management, LLC History Added to 22,165 482 0.01% 0.01% 173 +4,589 26.11% Q4 2025 Feb 13, 2026
Diversified Trust Co History Added to 22,098 481 0.01% 0.01% 174 +5,275 31.36% Q4 2025 Jan 09, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 17,449 467 0.1% 0.12% 175 +143 0.83% Q4 2025 Feb 04, 2026
PINNACLE ASSOCIATES LTD History New 21,130 460 0.01% 176 +21,130 New Q4 2025 Feb 05, 2026
CIBC WORLD MARKET INC. History Added to 21,078 459 0.0% 0.0% 177 +2,295 12.22% Q4 2025 Feb 10, 2026
Scientech Research LLC History New 20,347 443 0.28% 178 +20,347 New Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 19,314 420 0.0% 0.0% 179 +4,008 26.19% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 19,100 416 0.0% 0.0% 180 +800 4.37% Q4 2025 Jan 28, 2026
STIFEL FINANCIAL CORP History Added to 18,920 412 0.0% 0.0% 181 +4,650 32.59% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History New 18,875 411 0.01% 182 +18,875 New Q4 2025 Jan 28, 2026
HighTower Advisors, LLC History Added to 18,859 410 0.0% 0.0% 183 +9,502 101.55% Q4 2025 Feb 06, 2026
ProShare Advisors LLC History Added to 17,917 390 0.0% 0.0% 184 +1,112 6.62% Q4 2025 Feb 06, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History New 17,843 388 0.06% 185 +17,843 New Q4 2025 Feb 11, 2026
State of Wyoming History Added to 17,669 385 0.04% 0.02% 186 +12,768 260.52% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 17,465 380 0.0% 0.0% 187 +281 1.64% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 17,365 378 0.0% 0.0% 188 +15,015 638.94% Q4 2025 Feb 18, 2026
Steward Partners Investment Advisory, LLC History Added to 17,269 376 0.0% 0.0% 189 +13,612 372.22% Q4 2025 Feb 12, 2026
CHOREO, LLC History Added to 16,748 368 0.0% 0.01% 190 +143 0.86% Q4 2025 Jan 23, 2026
Engineers Gate Manager LP History Reduced 15,261 332 0.0% 0.05% 191 -158,320 -91.21% Q4 2025 Feb 17, 2026
Quent Capital, LLC History New 15,000 326 0.02% 192 +15,000 New Q4 2025 Jan 29, 2026
Pictet Asset Management Holding SA History No change 14,391 313 0.0% 0.0% 193 0 0.0% Q4 2025 Jan 29, 2026
Essex Financial Services, Inc. History New 14,191 309 0.02% 194 +14,191 New Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 14,040 305 0.0% 198 +14,040 New Q4 2025 Feb 13, 2026
Greenland Capital Management LP History New 14,000 305 0.03% 196 +14,000 New Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 14,000 305 0.0% 0.0% 195 -6,469 -31.6% Q4 2025 Feb 17, 2026
Marex Group plc History Reduced 14,000 305 0.0% 0.0% 197 -6,000 -30.0% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 13,938 303 0.0% 0.0% 199 -3,893 -21.83% Q4 2025 Jan 30, 2026
Hennion & Walsh Asset Management, Inc. History Added to 13,435 292 0.01% 0.01% 200 +845 6.71% Q4 2025 Jan 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 12,521 272 0.01% 0.01% 201 0 0.0% Q4 2025 Feb 13, 2026
Rafferty Asset Management, LLC History Reduced 12,351 269 0.0% 0.0% 202 -346 -2.73% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History New 12,052 262 0.0% 203 +12,052 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 11,480 250 0.0% 0.0% 204 -12,677 -52.48% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 11,199 244 0.0% 0.0% 205 -183 -1.61% Q4 2025 Feb 11, 2026
Perbak Capital Partners LLP History Reduced 10,825 235 0.07% 0.24% 207 -39,103 -78.32% Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History New 10,800 235 0.01% 206 +10,800 New Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 10,760 234 0.0% 0.0% 208 +179 1.69% Q4 2025 Feb 17, 2026
DRW Securities, LLC History New 10,525 229 0.01% 209 +10,525 New Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History Added to 10,489 228 0.01% 0.01% 210 +15 0.14% Q4 2025 Jan 14, 2026
FourThought Financial Partners, LLC History New 9,966 217 0.02% 211 +9,966 New Q4 2025 Feb 06, 2026
Harbour Capital Advisors, LLC History New 9,325 210 0.04% 212 +9,325 New Q4 2025 Jan 07, 2026
PFG Investments, LLC History New 9,235 201 0.01% 213 +9,235 New Q4 2025 Jan 26, 2026
Ameritas Investment Partners, Inc. History No change 8,210 178 0.01% 0.01% 214 0 0.0% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Added to 8,009 174 0.0% 0.0% 215 +3,495 77.43% Q4 2025 Feb 17, 2026
Game Plan Financial Advisors, LLC History New 7,460 162 0.07% 216 +7,460 New Q4 2025 Jan 14, 2026
Pinnacle Wealth Planning Services, Inc. History New 5,475 119 0.01% 217 +5,475 New Q4 2025 Feb 13, 2026
STRS OHIO History Reduced 5,000 108 0.0% 0.0% 218 -20,300 -80.24% Q4 2025 Feb 02, 2026
KBC Group NV History No change 3,320 72 0.0% 0.0% 219 0 0.0% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 3,253 70 0.0% 0.0% 220 +3,205 6677.08% Q4 2025 Feb 06, 2026
AMALGAMATED BANK History Added to 3,088 67 0.0% 0.0% 221 +29 0.95% Q4 2025 Feb 05, 2026
Covestor Ltd History Added to 2,535 55 0.03% 0.0% 222 +2,492 5795.35% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 2,508 54 0.0% 0.0% 223 -231 -8.43% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,699 37 0.0% 0.0% 224 -79 -4.44% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 1,687 36 0.0% 0.0% 225 +494 41.41% Q4 2025 Jan 23, 2026
Eagle Bay Advisors LLC History New 1,600 34 0.02% 226 +1,600 New Q4 2025 Jan 23, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,519 33 0.0% 0.0% 227 +48 3.26% Q4 2025 Jan 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,340 29 0.0% 0.0% 228 +405 43.32% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,263 27 0.0% 0.0% 229 -600 -32.21% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History Added to 1,210 26 0.0% 0.0% 230 +595 96.75% Q4 2025 Jan 27, 2026
HIGHLINE WEALTH PARTNERS LLC History New 1,050 22 0.01% 232 +1,050 New Q4 2025 Jan 15, 2026
Aster Capital Management (DIFC) Ltd History Added to 1,046 22 0.01% 0.01% 231 +590 129.39% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 872 19 0.0% 0.0% 233 -211 -19.48% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Added to 686 14 0.0% 0.0% 235 +81 13.39% Q4 2025 Mar 16, 2026
Community Bank, N.A. History No change 673 14 0.0% 0.0% 234 0 0.0% Q4 2025 Feb 04, 2026
DV Trading LLC History New 600 13 0.0% 238 +600 New Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 631 13 0.0% 0.0% 236 +393 165.13% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 621 13 0.0% 0.0% 239 +317 104.28% Q4 2025 Jan 05, 2026
EverSource Wealth Advisors, LLC History Added to 637 13 0.0% 0.0% 237 +124 24.17% Q4 2025 Feb 06, 2026
WEXFORD CAPITAL LP History New 500 10 0.0% 240 +500 New Q4 2025 Feb 13, 2026
MEEDER ASSET MANAGEMENT INC History No change 420 9 0.0% 0.0% 241 0 0.0% Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 350 7 0.0% 0.0% 243 -693 -66.44% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 322 7 0.0% 0.0% 242 +123 61.81% Q4 2025 Jan 30, 2026
Arax Advisory Partners History Reduced 288 6 0.0% 0.0% 246 -5,863 -95.32% Q4 2025 Feb 13, 2026
EASTERN BANK History New 276 6 0.0% 244 +276 New Q4 2025 Jan 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 285 6 0.0% 0.0% 245 0 0.0% Q4 2025 Feb 03, 2026
Kohmann Bosshard Financial Services, LLC History New 247 5 0.0% 248 +247 New Q4 2025 Jan 30, 2026
Versant Capital Management, Inc History New 231 5 0.0% 249 +231 New Q4 2025 Jan 08, 2026
Smartleaf Asset Management LLC History Added to 240 5 0.0% 0.0% 251 +122 103.39% Q4 2025 Feb 13, 2026
Quarry LP History Reduced 230 5 0.0% 0.0% 250 -4 -1.71% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 242 5 0.0% 0.0% 247 0 0.0% Q4 2025 Jan 20, 2026
Rachor Investment Advisory Services, LLC History New 227 4 0.0% 259 +227 New Q4 2025 Jan 30, 2026
Allworth Financial LP History New 226 4 0.0% 253 +226 New Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 214 4 0.0% 0.0% 252 -56 -20.74% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Added to 194 4 0.0% 0.0% 257 +2 1.04% Q4 2025 Feb 03, 2026
Colonial Trust Advisors History No change 200 4 0.0% 0.0% 254 0 0.0% Q4 2025 Feb 12, 2026
Crewe Advisors LLC History No change 214 4 0.0% 0.0% 255 0 0.0% Q4 2025 Jan 16, 2026
Key FInancial Inc History No change 200 4 0.0% 0.0% 256 0 0.0% Q4 2025 Feb 09, 2026
1620 INVESTMENT ADVISORS, INC. History No change 200 4 0.0% 0.0% 258 0 0.0% Q4 2025 Feb 05, 2026
Copia Wealth Management History New 151 3 0.0% 264 +151 New Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 157 3 0.0% 260 +147 1470.0% Q4 2025 Feb 12, 2026
Optiver Holding B.V. History Reduced 176 3 0.0% 0.0% 263 -141 -44.48% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 140 3 0.0% 0.0% 262 +66 89.19% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 173 3 0.0% 0.0% 261 +17 10.9% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 106 2 0.0% 0.0% 265 -29 -21.48% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History No change 104 2 0.0% 0.0% 266 0 0.0% Q4 2025 Jan 07, 2026
Ancora Advisors LLC History No change 100 2 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History No change 120 2 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History No change 100 2 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History No change 100 2 0.0% 0.0% 270 0 0.0% Q4 2025 Jan 21, 2026
True Wealth Design, LLC History No change 94 2 0.0% 0.0% 271 0 0.0% Q4 2025 Jan 08, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 82 1 0.0% 272 +82 New Q4 2025 Feb 11, 2026
Signature Equity Partners, LLC History New 62 1 0.0% 278 +62 New Q4 2025 Feb 17, 2026
Colonial Trust Co / SC History New 53 1 0.0% 275 +53 New Q4 2025 Feb 12, 2026
Litman Gregory Wealth Management LLC History New 50 1 0.0% 273 +50 New Q4 2025 Feb 12, 2026
WPG Advisers, LLC History Reduced 69 1 0.0% 0.0% 277 -9 -11.54% Q4 2025 Jan 28, 2026
Sunbelt Securities, Inc. History No change 69 1 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 20, 2026
Barnes Dennig Private Wealth Management LLC History No change 82 1 0.0% 0.0% 276 0 0.0% Q4 2025 Jan 14, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.07% -2,066,181 -100.0% Q3 2025 Nov 13, 2025
LOOMIS SAYLES & CO L P History Closed out 0 0 0.05% -1,614,520 -100.0% Q3 2025 Nov 13, 2025
Trexquant Investment LP History Closed out 0 0 0.11% -379,292 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 31.32% -244,650 -100.0% Q3 2025 Dec 09, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.4% -230,156 -100.0% Q3 2025 Nov 13, 2025
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.02% -213,737 -100.0% Q3 2025 Nov 13, 2025
Hillsdale Investment Management Inc. History Closed out 0 0 0.17% -205,300 -100.0% Q3 2025 Nov 10, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 0.16% -178,597 -100.0% Q3 2025 Nov 13, 2025
LORD, ABBETT & CO. LLC History Closed out 0 0 0.01% -160,536 -100.0% Q3 2025 Nov 13, 2025
MAVERICK CAPITAL LTD History Closed out 0 0 0.06% -153,707 -100.0% Q3 2025 Nov 14, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.01% -127,781 -100.0% Q3 2025 Nov 13, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -122,265 -100.0% Q3 2025 Nov 13, 2025
State of New Jersey Common Pension Fund D History Closed out 0 0 0.01% -81,590 -100.0% Q3 2025 Nov 07, 2025
POLEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -66,730 -100.0% Q3 2025 Nov 12, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -63,000 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.05% -61,943 -100.0% Q3 2025 Nov 12, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.11% -47,965 -100.0% Q3 2025 Nov 07, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -43,198 -100.0% Q3 2025 Nov 03, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.18% -42,020 -100.0% Q3 2025 Nov 14, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.33% -38,889 -100.0% Q3 2025 Nov 13, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.18% -31,142 -100.0% Q3 2025 Nov 14, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -28,110 -100.0% Q3 2025 Nov 12, 2025
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -28,100 -100.0% Q3 2025 Nov 14, 2025
Limestone Investment Advisors LP History Closed out 0 0 0.06% -27,169 -100.0% Q3 2025 Nov 13, 2025
SHAKER INVESTMENTS LLC/OH History Closed out 0 0 0.25% -22,959 -100.0% Q3 2025 Oct 17, 2025
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -22,408 -100.0% Q3 2025 Nov 13, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -22,104 -100.0% Q3 2025 Nov 13, 2025
Beacon Pointe Advisors, LLC History Closed out 0 0 0.0% -19,126 -100.0% Q3 2025 Nov 14, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.03% -18,818 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -17,004 -100.0% Q3 2025 Oct 30, 2025
LVW Advisors, LLC History Closed out 0 0 0.05% -16,861 -100.0% Q3 2025 Oct 20, 2025
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.03% -16,170 -100.0% Q3 2025 Oct 15, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -15,438 -100.0% Q3 2025 Nov 13, 2025
Penserra Capital Management LLC History Closed out 0 0 0.0% -14,700 -100.0% Q3 2025 Nov 04, 2025
NBC SECURITIES, INC. History Closed out 0 0 0.03% -13,963 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.01% -13,382 -100.0% Q3 2025 Nov 14, 2025
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 0.0% -11,900 -100.0% Q3 2025 Oct 20, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -10,579 -100.0% Q3 2025 Nov 05, 2025
DIMENSION CAPITAL MANAGEMENT LLC History Closed out 0 0 0.04% -9,550 -100.0% Q3 2025 Nov 14, 2025
Atria Investments, Inc History Closed out 0 0 0.0% -9,505 -100.0% Q3 2025 Nov 06, 2025
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Closed out 0 0 0.0% -8,905 -100.0% Q3 2025 Oct 24, 2025
SG Americas Securities, LLC History Closed out 0 0 0.0% -8,407 -100.0% Q3 2025 Oct 23, 2025
LMG Wealth Partners, LLC History Closed out 0 0 0.04% -8,007 -100.0% Q3 2025 Nov 12, 2025
Ballentine Partners, LLC History Closed out 0 0 0.0% -7,755 -100.0% Q3 2025 Nov 03, 2025
XPONANCE LLC History Closed out 0 0 0.0% -7,656 -100.0% Q3 2025 Nov 12, 2025
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -7,523 -100.0% Q3 2025 Nov 04, 2025
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.0% -5,800 -100.0% Q3 2025 Nov 13, 2025
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -5,761 -100.0% Q3 2025 Nov 14, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.01% -504 -100.0% Q3 2025 Nov 03, 2025
Orion Capital Management LLC History Closed out 0 0 0.0% -405 -100.0% Q3 2025 Oct 31, 2025
WHITTIER TRUST CO History Closed out 0 0 0.0% -352 -100.0% Q3 2025 Oct 31, 2025
TD Waterhouse Canada Inc. History Closed out 0 0 0.0% -219 -100.0% Q3 2025 Nov 03, 2025
Truvestments Capital LLC History Closed out 0 0 0.0% -152 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -80 -100.0% Q3 2025 Nov 12, 2025
Clearstead Advisors, LLC History Closed out 0 0 0.0% -59 -100.0% Q3 2025 Nov 10, 2025
Bare Financial Services, Inc History New 41 0 +41 New Q4 2025 Feb 06, 2026
Sunrise Financial Services, LLC History New 40 0 +40 New Q4 2025 Feb 11, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History New 35 0 +35 New Q4 2025 Feb 11, 2026
FIFTH THIRD BANCORP History Closed out 0 0 -32 -100.0% Q3 2025 Nov 07, 2025
Parkside Financial Bank & Trust History Reduced 30 0 0.0% -24 -44.44% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 21 0 +14 200.0% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Closed out 0 0 -7 -100.0% Q3 2025 Oct 21, 2025
Nemes Rush Group LLC History New 5 0 +5 New Q4 2025 Feb 11, 2026
Palisade Asset Management, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 17, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 03, 2025
Advisory Services Network, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 18, 2025
CULLEN/FROST BANKERS, INC. History New 2 0 +2 New Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
ASSETMARK, INC History No change 44 0 0.0% 0 0.0% Q4 2025 Jan 23, 2026
Beaird Harris Wealth Management, LLC History No change 8 0 0 0.0% Q4 2025 Feb 23, 2026