WESBANCO INC - WSBC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 29 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 Added to 9,819,476 326,399 0.0% 0.0% 1 +224,107 2.34% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 7,943,279 264,034 0.0% 0.0% 2 -44,869 -0.56% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 5,392,267 179,240 0.04% 0.04% 3 -173,010 -3.11% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 4,086,836 135,846 0.2% 4 +4,086,836 New Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 3,683,685 123,818 0.0% 0.0% 5 -83,413 -2.21% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,764,222 91,882 0.02% 0.01% 6 +332,585 13.68% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,356,011 78,325 0.0% 0.0% 7 +15,673 0.67% Q4 2025 Feb 09, 2026
Verition Fund Management LLC History Added to 1,872,132 62,229 0.24% 0.24% 8 +21,621 1.17% Q4 2025 Feb 13, 2026
EARNEST PARTNERS LLC History Reduced 1,748,092 58,106 0.25% 0.25% 9 -54,360 -3.02% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,682,453 55,924 0.0% 0.0% 10 -61,304 -3.52% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 1,607,740 53,441 0.01% 0.0% 11 +375,284 30.45% Q4 2025 Mar 25, 2026
WESBANCO BANK INC History Added to 1,592,125 52,759 1.45% 1.34% 12 +70,918 4.66% Q4 2025 Feb 03, 2026
FMR LLC History Added to 1,319,672 43,865 0.0% 0.0% 13 +144,771 12.32% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,092,848 36,326 0.01% 0.01% 14 -7,507 -0.68% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 985,081 32,744 0.01% 0.01% 15 +21,836 2.27% Q4 2025 Feb 12, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 921,984 30,646 0.41% 0.43% 16 -78,116 -7.81% Q4 2025 Feb 13, 2026
Glendon Capital Management LP History No change 909,091 30,218 1.8% 1.58% 17 0 0.0% Q4 2025 Feb 12, 2026
Hood River Capital Management LLC History Added to 894,431 29,730 0.33% 0.33% 18 +23,220 2.67% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 857,442 28,501 0.0% 0.0% 19 -76,649 -8.21% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 777,497 25,844 0.0% 0.0% 20 -75,479 -8.85% Q4 2025 Feb 19, 2026
JPMORGAN CHASE & CO History Added to 727,949 24,197 0.0% 0.0% 21 +124,021 20.54% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 725,566 24,117 0.01% 0.02% 22 -21,098 -2.83% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 685,034 22,770 0.0% 0.0% 23 -100,471 -12.79% Q4 2025 Feb 10, 2026
ALGEBRIS (UK) LTD History Reduced 619,699 20,608 1.64% 2.25% 24 -2,859 -0.46% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 616,004 20,475 0.03% 0.03% 25 -4,348 -0.7% Q4 2025 Feb 12, 2026
Rhino Investment Partners, Inc History New 593,025 19,712 5.59% 26 +593,025 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 554,186 18,421 0.01% 0.0% 27 +161,208 41.02% Q4 2025 Feb 18, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 553,881 18,411 0.39% 0.36% 28 +26,733 5.07% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 514,377 17,097 0.0% 0.0% 29 -84,666 -14.13% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 488,113 16,224 0.02% 0.01% 30 +55,088 12.72% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 481,191 15,994 0.0% 0.0% 31 +25,009 5.48% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 469,183 15,595 0.02% 0.01% 32 +248,032 112.16% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 378,000 12,564 0.01% 0.01% 33 +57,912 18.09% Q4 2025 Feb 17, 2026
FJ Capital Management LLC History Reduced 347,136 11,538 1.27% 2.23% 34 -307,160 -46.95% Q4 2025 Feb 13, 2026
Aristotle Capital Boston, LLC History New 339,308 11,278 0.62% 35 +339,308 New Q4 2025 Feb 17, 2026
MALTESE CAPITAL MANAGEMENT LLC History Reduced 275,000 9,141 1.62% 1.94% 36 -126,981 -31.59% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 261,613 8,696 0.01% 0.01% 37 +86,232 49.17% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 248,835 8,271 0.0% 0.0% 38 -14,391 -5.47% Q4 2025 Feb 10, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 220,481 7,328 0.01% 0.02% 39 -202,666 -47.89% Q4 2025 Feb 12, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 204,105 6,784 0.82% 1.01% 40 -89,990 -30.6% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 199,064 6,616 0.0% 0.0% 41 +35,498 21.7% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Reduced 198,509 6,598 0.01% 0.01% 42 -10,297 -4.93% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Reduced 195,218 6,489 0.01% 0.01% 43 -3,528 -1.78% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 192,910 6,412 0.0% 0.0% 44 -1,518 -0.78% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 189,277 6,291 0.0% 0.0% 45 +3,800 2.05% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 187,736 6,240 0.0% 0.0% 46 +8,904 4.98% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 187,113 6,219 0.0% 0.0% 47 +4,117 2.25% Q4 2025 Jan 29, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 166,214 5,524 0.17% 0.17% 48 -8,182 -4.69% Q4 2025 Jan 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 165,461 5,499 0.0% 0.0% 49 +14,699 9.75% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 162,060 5,386 0.01% 0.0% 50 +100,080 161.47% Q4 2025 Feb 17, 2026
Boston Partners History Added to 160,593 5,338 0.01% 0.0% 51 +69,806 76.89% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 146,128 4,857 0.0% 0.0% 52 -2,078 -1.4% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History Added to 145,966 4,851 0.14% 0.1% 53 +34,371 30.8% Q4 2025 Feb 13, 2026
EJF Capital LP History Added to 142,528 4,737 2.69% 2.63% 54 +782 0.55% Q4 2025 Feb 17, 2026
F/m Investments LLC History Reduced 137,551 4,572 0.17% 0.17% 55 -3,815 -2.7% Q4 2025 Feb 03, 2026
CITIGROUP INC History Reduced 128,821 4,282 0.0% 0.0% 56 -33,846 -20.81% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 128,113 4,258 0.0% 0.0% 57 -16,612 -11.48% Q4 2025 Feb 13, 2026
MCF Advisors LLC History Reduced 124,895 4,198 0.23% 0.25% 58 -1,653 -1.31% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 124,026 4,123 0.01% 0.01% 59 -37 -0.03% Q4 2025 Feb 05, 2026
RHUMBLINE ADVISERS History Reduced 121,067 4,024 0.0% 0.0% 60 -19,256 -13.72% Q4 2025 Feb 13, 2026
Creative Planning History Added to 120,705 4,012 0.0% 0.0% 61 +9,139 8.19% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 104,038 3,458 0.01% 0.01% 62 -6,437 -5.83% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 103,332 3,434 0.0% 0.0% 63 -466 -0.45% Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 103,059 3,425 0.16% 0.17% 64 -34,702 -25.19% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 101,784 3,383 0.0% 0.0% 65 -411,454 -80.17% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 101,050 3,359 0.0% 0.0% 66 +2,413 2.45% Q4 2025 Feb 17, 2026
IAT REINSURANCE CO LTD. History No change 130,000 3,352 0.98% 0.69% 67 0 0.0% Q4 2025 Feb 10, 2026
Legal & General Group Plc History Reduced 96,865 3,219 0.0% 0.0% 68 -8,003 -7.63% Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History Reduced 92,202 3,064 0.0% 0.0% 69 -38,497 -29.45% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 91,117 3,028 0.0% 0.0% 70 +1,929 2.16% Q4 2025 Feb 17, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Reduced 90,898 3,021 0.15% 0.18% 71 -19,631 -17.76% Q4 2025 Feb 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 81,829 2,751 0.04% 0.03% 72 0 0.0% Q4 2025 Jan 22, 2026
Bridge City Capital, LLC History Reduced 82,700 2,748 0.81% 0.82% 73 -13,286 -13.84% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 80,610 2,679 0.0% 0.0% 74 -5,331 -6.2% Q4 2025 Feb 17, 2026
Bayview Asset Management, LLC History Added to 80,300 2,669 0.62% 0.62% 75 +300 0.38% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 80,164 2,664 0.0% 0.0% 76 -3,682 -4.39% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Reduced 79,241 2,633 0.0% 0.0% 77 -3,801 -4.58% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Reduced 77,772 2,585 0.01% 0.01% 78 -19,601 -20.13% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 77,051 2,561 0.0% 0.0% 79 -72,626 -48.52% Q4 2025 Feb 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 74,703 2,483 0.0% 0.0% 80 +8,107 12.17% Q4 2025 Jan 28, 2026
Y-Intercept (Hong Kong) Ltd History Added to 74,555 2,478 0.06% 0.02% 81 +43,567 140.59% Q4 2025 Feb 13, 2026
Atom Investors LP History Added to 74,441 2,474 0.2% 0.17% 82 +6,110 8.94% Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History Reduced 74,236 2,467 0.31% 0.34% 83 -4,467 -5.68% Q4 2025 Jan 21, 2026
State of New Jersey Common Pension Fund D History Added to 71,230 2,367 0.01% 0.01% 84 +3,033 4.45% Q4 2025 Jan 30, 2026
1492 Capital Management LLC History Added to 70,850 2,355 0.9% 0.89% 85 +2,169 3.16% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 69,697 2,316 0.01% 0.01% 86 +2,057 3.04% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Added to 68,807 2,287 0.0% 0.0% 87 +5,151 8.09% Q4 2025 Feb 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 68,108 2,263 0.03% 0.02% 88 +1,566 2.35% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 65,382 2,173 0.0% 0.0% 89 +10,537 19.21% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Added to 60,016 1,994 0.01% 0.01% 90 +53 0.09% Q4 2025 Feb 03, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 58,859 1,956 0.08% 0.08% 91 0 0.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 58,307 1,938 0.0% 0.0% 92 -1,336 -2.24% Q4 2025 Jan 30, 2026
Squarepoint Ops LLC History Added to 54,085 1,797 0.0% 0.0% 93 +42,220 355.84% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 53,292 1,771 0.0% 0.0% 94 -15 -0.03% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 52,213 1,735 0.01% 0.01% 95 -4,299 -7.61% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 50,475 1,677 0.0% 0.0% 96 -1,432 -2.76% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 49,212 1,636 0.0% 0.0% 97 -2,566 -4.96% Q4 2025 Feb 05, 2026
Smithfield Trust Co History No change 49,152 1,634 0.07% 0.07% 98 0 0.0% Q4 2025 Feb 09, 2026
Avantax Planning Partners, Inc. History Reduced 48,357 1,607 0.04% 0.04% 99 -116 -0.24% Q4 2025 Feb 05, 2026
Brandywine Global Investment Management, LLC History New 47,155 1,567 0.01% 100 +47,155 New Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 45,489 1,512 0.0% 101 +45,489 New Q4 2025 Feb 13, 2026
Legato Capital Management LLC History Added to 45,238 1,503 0.13% 0.09% 102 +20,067 79.72% Q4 2025 Feb 06, 2026
ROYCE & ASSOCIATES LP History Reduced 44,968 1,494 0.02% 0.02% 103 -32,963 -42.3% Q4 2025 Feb 09, 2026
HSBC HOLDINGS PLC History New 44,800 1,491 0.0% 104 +44,800 New Q4 2025 Mar 20, 2026
Gator Capital Management, LLC History New 43,970 1,461 0.3% 105 +43,970 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 43,950 1,460 0.0% 0.0% 106 -60 -0.14% Q4 2025 Feb 17, 2026
SCHULHOFF & CO INC History Added to 42,275 1,405 0.59% 0.57% 107 +740 1.78% Q4 2025 Feb 11, 2026
CWM, LLC History Reduced 41,502 1,380 0.0% 0.0% 108 -6,381 -13.33% Q4 2025 Jan 26, 2026
JANUS HENDERSON GROUP PLC History No change 40,633 1,350 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 39,608 1,317 0.0% 0.0% 110 +18,131 84.42% Q4 2025 Jan 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 38,855 1,291 0.01% 0.01% 111 -4,242 -9.84% Q4 2025 Feb 10, 2026
Trexquant Investment LP History Reduced 37,832 1,257 0.01% 0.02% 112 -24,217 -39.03% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 36,859 1,226 0.0% 0.0% 113 +2,697 7.89% Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History Added to 36,652 1,218 0.01% 0.01% 114 +10,675 41.09% Q4 2025 Feb 17, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 36,563 1,215 0.12% 0.1% 115 0 0.0% Q4 2025 Jan 12, 2026
ROYAL BANK OF CANADA History New 35,111 1,168 0.0% 116 +35,111 New Q4 2025 Feb 17, 2026
QSV Equity Investors LLC History Reduced 34,246 1,138 1.68% 1.68% 117 -17,268 -33.52% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 32,799 1,090 0.0% 0.0% 118 +9,120 38.52% Q4 2025 Feb 17, 2026
VARCOV Co. History New 32,633 1,084 0.43% 119 +32,633 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 30,019 1,033 0.0% 0.0% 120 +2,906 10.72% Q4 2025 Jan 08, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 29,777 989 0.41% 0.4% 121 0 0.0% Q4 2025 Feb 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 29,448 978 0.0% 0.0% 122 -2,085 -6.61% Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 27,870 926 0.03% 0.03% 123 -88 -0.31% Q4 2025 Feb 13, 2026
Venture Visionary Partners LLC History Reduced 27,560 916 0.03% 0.04% 125 -5,566 -16.8% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 27,558 916 0.0% 0.0% 124 +5,118 22.81% Q4 2025 Feb 10, 2026
Atlas Wealth LLC History Reduced 26,920 894 0.27% 0.28% 126 -41 -0.15% Q4 2025 Feb 05, 2026
Arizona State Retirement System History Reduced 26,691 887 0.0% 0.0% 127 -1,615 -5.71% Q4 2025 Jan 28, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 26,537 882 0.0% 0.0% 128 -3,597 -11.94% Q4 2025 Feb 17, 2026
CenterBook Partners LP History New 26,289 873 0.04% 129 +26,289 New Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 26,213 871 0.01% 0.01% 130 -11 -0.04% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 25,768 856 0.01% 0.01% 131 -1,332 -4.92% Q4 2025 Feb 05, 2026
Corient Private Wealth LLC History Reduced 25,064 834 0.0% 0.0% 132 -24,993 -49.93% Q4 2025 Mar 09, 2026
IFP Advisors, Inc History Added to 25,035 832 0.02% 0.02% 133 +173 0.7% Q4 2025 Feb 06, 2026
LSV ASSET MANAGEMENT History No change 24,918 828 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 24,554 816 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 12, 2026
&PARTNERS History Added to 24,521 815 0.0% 0.0% 136 +4,138 20.3% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History No change 23,600 784 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 06, 2026
DiNuzzo Private Wealth, Inc. History Reduced 22,712 754 0.08% 0.08% 138 -125 -0.55% Q4 2025 Jan 16, 2026
Appalachian Capital Management Ltd History New 22,526 748 0.6% 139 +22,526 New Q4 2025 Feb 17, 2026
Cullen Capital Management, LLC History No change 22,406 744 0.01% 0.01% 140 0 0.0% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 22,065 733 0.0% 0.0% 141 -574 -2.54% Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History New 21,696 721 0.01% 143 +21,696 New Q4 2025 Jan 23, 2026
Janney Capital Management LLC History No change 21,691 721 0.05% 0.04% 142 0 0.0% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Added to 21,062 700 0.0% 0.0% 144 +665 3.26% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History No change 20,363 683 0.0% 0.0% 145 0 0.0% Q4 2025 Jan 28, 2026
Ancora Advisors LLC History No change 20,292 674 0.01% 0.01% 146 0 0.0% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 19,902 661 0.01% 0.01% 147 -288 -1.43% Q4 2025 Feb 04, 2026
Jain Global LLC History New 19,688 654 0.0% 148 +19,688 New Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 19,438 646 0.0% 0.0% 149 -58 -0.3% Q4 2025 Jan 27, 2026
BARR E S & CO History No change 19,196 638 0.03% 0.03% 150 0 0.0% Q4 2025 Feb 05, 2026
NTV ASSET MANAGEMENT LLC History No change 18,400 611 0.06% 0.06% 151 0 0.0% Q4 2025 Jan 20, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 18,330 609 0.0% 0.0% 152 +32 0.17% Q4 2025 Feb 17, 2026
RiverFront Investment Group, LLC History No change 18,000 598 0.01% 0.01% 153 0 0.0% Q4 2025 Feb 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 17,633 592 0.01% 0.01% 154 -41 -0.23% Q4 2025 Jan 27, 2026
DAVENPORT & Co LLC History No change 17,488 581 0.0% 0.0% 155 0 0.0% Q4 2025 Jan 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 16,869 560 0.0% 0.0% 156 -221 -1.29% Q4 2025 Feb 12, 2026
Fieldview Capital Management, LLC History New 16,052 533 0.09% 157 +16,052 New Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 15,947 530 0.0% 0.0% 158 -1,385 -7.99% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 15,783 525 0.0% 0.0% 159 +8,685 122.36% Q4 2025 Feb 13, 2026
Canton Hathaway, LLC History No change 15,762 523 0.1% 0.1% 160 0 0.0% Q4 2025 Jan 21, 2026
HRT FINANCIAL LP History Reduced 15,539 516 0.0% 0.0% 161 -4,555 -22.67% Q4 2025 Feb 12, 2026
Clear Harbor Asset Management, LLC History New 15,280 507 0.03% 162 +15,280 New Q4 2025 Feb 10, 2026
Pictet Asset Management Holding SA History No change 14,419 479 0.0% 0.0% 163 0 0.0% Q4 2025 Jan 29, 2026
Inspire Investing, LLC History Reduced 14,048 466 0.04% 0.04% 164 -250 -1.75% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 15,076 454 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 11, 2026
Odyssean, LLC History New 13,595 451 0.32% 166 +13,595 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 13,341 443 0.0% 0.0% 167 +390 3.01% Q4 2025 Feb 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 13,248 440 0.0% 0.0% 168 -3,000 -18.46% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 13,222 439 0.0% 169 +13,222 New Q4 2025 Feb 18, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 12,947 430 0.0% 0.0% 170 -1,914 -12.88% Q4 2025 Feb 13, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 12,927 429 0.01% 0.01% 171 -572 -4.24% Q4 2025 Feb 17, 2026
Watershed Asset Management, L.L.C. History New 12,739 423 0.4% 172 +12,739 New Q4 2025 Feb 17, 2026
HBK Sorce Advisory LLC History Reduced 11,126 421 0.01% 0.01% 173 -405 -3.51% Q4 2025 Feb 09, 2026
Weiss Asset Management LP History New 12,444 413 0.01% 174 +12,444 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 12,214 406 0.0% 0.0% 175 +2,462 25.25% Q4 2025 Feb 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 11,523 383 0.0% 0.0% 176 -518 -4.3% Q4 2025 Feb 17, 2026
AMG National Trust Bank History No change 11,035 366 0.01% 0.01% 177 0 0.0% Q4 2025 Jan 30, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 10,603 356 0.03% 0.03% 178 0 0.0% Q4 2025 Feb 04, 2026
COMERICA BANK History Added to 10,025 333 0.0% 0.0% 179 +2,743 37.67% Q4 2025 Jan 29, 2026
Commonwealth Financial Services, LLC History Reduced 9,987 331 0.05% 0.05% 180 -89 -0.88% Q4 2025 Feb 06, 2026
Brevan Howard Capital Management LP History New 9,781 325 0.0% 181 +9,781 New Q4 2025 Feb 17, 2026
BFSG, LLC History Reduced 9,692 322 0.03% 0.14% 182 -35,107 -78.37% Q4 2025 Jan 22, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 9,188 305 0.0% 0.0% 183 -81 -0.87% Q4 2025 Feb 13, 2026
FINANCIAL CONSULATE, INC History No change 9,127 303 0.04% 0.04% 184 0 0.0% Q4 2025 Jan 22, 2026
Janney Montgomery Scott LLC History Added to 8,928 297 0.0% 0.0% 185 +18 0.2% Q4 2025 Feb 11, 2026
GSA CAPITAL PARTNERS LLP History New 8,548 284 0.02% 186 +8,548 New Q4 2025 Feb 06, 2026
Bill Few Associates, Inc. History Reduced 8,568 284 0.07% 0.07% 187 -382 -4.27% Q4 2025 Jan 12, 2026
Kestra Advisory Services, LLC History Added to 8,391 278 0.0% 0.0% 188 +47 0.56% Q4 2025 Feb 13, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 8,316 276 0.01% 0.01% 189 0 0.0% Q4 2025 Feb 17, 2026
McMillan Office, Inc. History New 8,250 274 0.03% 190 +8,250 New Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,240 273 0.0% 0.0% 191 +1,460 21.53% Q4 2025 Feb 06, 2026
Founders Financial Alliance, LLC History Reduced 8,128 270 0.05% 0.07% 192 -2,819 -25.75% Q4 2025 Feb 12, 2026
DRW Securities, LLC History New 8,081 268 0.01% 193 +8,081 New Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Reduced 8,050 267 0.0% 0.01% 194 -15,266 -65.47% Q4 2025 Feb 09, 2026
PARTHENON LLC History New 7,960 264 0.03% 195 +7,960 New Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History No change 7,914 263 0.01% 0.01% 196 0 0.0% Q4 2025 Feb 11, 2026
Philip James Wealth Mangement, LLC History No change 7,845 260 0.03% 0.03% 197 0 0.0% Q4 2025 Jan 20, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 7,612 253 0.01% 0.02% 198 0 0.0% Q4 2025 Feb 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 7,611 252 0.0% 0.01% 199 -4,250 -35.83% Q4 2025 Feb 19, 2026
CoreCap Advisors, LLC History Reduced 7,493 249 0.01% 0.01% 201 -2,027 -21.29% Q4 2025 Jan 13, 2026
XPONANCE LLC History Added to 7,506 249 0.0% 0.0% 200 +58 0.78% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History New 7,488 248 0.0% 202 +7,488 New Q4 2025 Feb 13, 2026
Plante Moran Financial Advisors, LLC History No change 7,200 239 0.02% 0.01% 203 0 0.0% Q4 2025 Feb 05, 2026
Horizon Investments, LLC History No change 7,123 236 0.0% 0.0% 204 0 0.0% Q4 2025 Feb 02, 2026
Curran Financial Partners, LLC History No change 7,001 232 0.04% 0.04% 205 0 0.0% Q4 2025 Jan 22, 2026
Callan Family Office, LLC History Reduced 6,892 229 0.0% 0.01% 206 -691 -9.11% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 6,814 226 0.0% 0.0% 207 -10 -0.15% Q4 2025 Feb 02, 2026
Vise Technologies, Inc. History New 6,718 223 0.0% 208 +6,718 New Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Reduced 6,668 221 0.0% 0.0% 209 -14,483 -68.47% Q4 2025 Feb 09, 2026
Waverly Advisors, LLC History New 6,647 220 0.0% 210 +6,647 New Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History New 6,593 219 0.0% 212 +6,593 New Q4 2025 Jan 26, 2026
HAZLETT, BURT & WATSON, INC. History No change 6,636 219 0.07% 0.07% 211 0 0.0% Q4 2025 Feb 10, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 6,457 215 0.01% 213 +6,457 New Q4 2025 Feb 05, 2026
Jefferies Financial Group Inc. History New 6,378 212 0.0% 214 +6,378 New Q4 2025 Feb 09, 2026
Focus Partners Advisor Solutions, LLC History Reduced 6,313 209 0.0% 0.0% 215 -1,298 -17.05% Q4 2025 Feb 11, 2026
CIBC WORLD MARKETS CORP History New 6,267 208 0.0% 216 +6,267 New Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Reduced 8,301 208 0.01% 0.01% 217 -851 -9.3% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 6,231 207 0.0% 0.01% 218 -28,190 -81.9% Q4 2025 Jan 29, 2026
PARK AVENUE SECURITIES LLC History New 6,072 202 0.0% 219 +6,072 New Q4 2025 Jan 05, 2026
Abel Hall, LLC History New 6,034 200 0.05% 220 +6,034 New Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 5,203 172 0.0% 0.0% 221 -1,013 -16.3% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 5,011 166 0.0% 0.0% 222 +431 9.41% Q4 2025 Jan 20, 2026
Allworth Financial LP History New 4,378 145 0.0% 223 +4,378 New Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Reduced 4,300 142 0.0% 0.0% 224 -35 -0.81% Q4 2025 Feb 02, 2026
CITY HOLDING CO History Reduced 4,200 139 0.02% 0.02% 225 -667 -13.7% Q4 2025 Jan 22, 2026
State of Alaska, Department of Revenue History Added to 4,002 133 0.0% 0.0% 226 +187 4.9% Q4 2025 Jan 23, 2026
Kentucky Trust Co History Reduced 3,831 127 0.07% 0.07% 227 -30 -0.78% Q4 2025 Jan 21, 2026
MAI Capital Management History Reduced 3,211 106 0.0% 0.0% 229 -1,482 -31.58% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,216 106 0.0% 0.0% 228 +1,129 54.1% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 2,976 99 0.0% 0.0% 230 +17 0.57% Q4 2025 Feb 05, 2026
Hilltop National Bank History Reduced 2,975 98 0.02% 0.03% 231 -442 -12.94% Q4 2025 Jan 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 3,500 92 0.03% 232 +3,500 New Q4 2025 Jan 20, 2026
KBC Group NV History No change 2,716 90 0.0% 0.0% 233 0 0.0% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 2,685 89 0.0% 0.0% 234 -2,151 -44.48% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 2,572 85 0.0% 0.0% 235 +692 36.81% Q4 2025 Mar 16, 2026
HARBOUR INVESTMENTS, INC. History New 2,471 82 0.0% 236 +2,471 New Q4 2025 Feb 09, 2026
Roble, Belko & Company, Inc History No change 2,399 80 0.01% 0.01% 237 0 0.0% Q4 2025 Jan 12, 2026
EMC Capital Management History Reduced 2,215 74 0.03% 0.04% 238 -391 -15.0% Q4 2025 Mar 09, 2026
DANSKE BANK A/S History No change 2,201 73 0.0% 0.0% 239 0 0.0% Q4 2025 Feb 02, 2026
Sound Income Strategies, LLC History Added to 1,998 68 0.0% 0.0% 240 +520 35.18% Q4 2025 Jan 21, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 2,000 66 0.0% 241 +2,000 New Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History No change 1,932 64 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 1,912 63 0.0% 0.0% 243 +27 1.43% Q4 2025 Feb 06, 2026
STRS OHIO History Added to 1,700 56 0.0% 0.0% 244 +600 54.55% Q4 2025 Feb 02, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 1,612 53 0.0% 0.0% 245 -23 -1.41% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,548 51 0.0% 0.0% 246 0 0.0% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History Added to 1,302 43 0.0% 0.0% 247 +464 55.37% Q4 2025 Jan 27, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,128 37 0.0% 0.0% 248 +349 44.8% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 1,113 36 0.0% 0.0% 249 +324 41.06% Q4 2025 Jan 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,080 35 0.0% 0.0% 250 0 0.0% Q4 2025 Feb 10, 2026
Geneos Wealth Management Inc. History No change 1,000 33 0.0% 0.0% 251 0 0.0% Q4 2025 Jan 28, 2026
Hilton Head Capital Partners, LLC History New 860 28 0.02% 255 +860 New Q4 2025 Feb 11, 2026
True Wealth Design, LLC History Reduced 869 28 0.01% 0.01% 254 -8 -0.91% Q4 2025 Jan 08, 2026
NISA INVESTMENT ADVISORS, LLC History No change 853 28 0.0% 0.0% 252 0 0.0% Q4 2025 Jan 15, 2026
EMERALD ADVISERS, LLC History No change 865 28 0.0% 0.0% 253 0 0.0% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History No change 836 27 0.0% 0.0% 256 0 0.0% Q4 2025 Jan 08, 2026
Smartleaf Asset Management LLC History Added to 803 26 0.0% 0.0% 257 +4 0.5% Q4 2025 Feb 13, 2026
Covestor Ltd History Added to 756 25 0.01% 258 +750 12500.0% Q4 2025 Feb 06, 2026
Torren Management, LLC History New 716 23 0.01% 259 +716 New Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 618 20 0.0% 0.0% 261 +394 175.89% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History No change 624 20 0.0% 0.0% 260 0 0.0% Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History No change 596 19 0.0% 0.0% 262 0 0.0% Q4 2025 Jan 23, 2026
FNY Investment Advisers, LLC History No change 600 19 0.01% 0.01% 263 0 0.0% Q4 2025 Jan 16, 2026
Optiver Holding B.V. History Added to 568 18 0.0% 0.0% 264 +172 43.43% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 424 14 0.0% 0.0% 266 +150 54.74% Q4 2025 Feb 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 426 14 0.0% 0.0% 265 +40 10.36% Q4 2025 Feb 10, 2026
Turning Point Benefit Group, Inc. History No change 443 14 0.01% 0.01% 267 0 0.0% Q4 2025 Jan 30, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 351 12 0.0% 0.0% 268 -6 -1.68% Q4 2025 Jan 20, 2026
CIBC Private Wealth Group LLC History Reduced 280 9 0.0% 0.0% 270 -1,744 -86.17% Q4 2025 Feb 12, 2026
UMB Bank, n.a. History No change 294 9 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 13, 2026
Kimelman & Baird, LLC History No change 300 9 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 06, 2026
Capital Advisors, Ltd. LLC History No change 256 9 0.0% 0.0% 272 0 0.0% Q4 2025 Jan 21, 2026
Arax Advisory Partners History Reduced 236 7 0.0% 0.01% 273 -31,014 -99.24% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History New 192 6 0.0% 274 +192 New Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 190 6 0.0% 275 +190 New Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 206 6 0.0% 0.0% 278 +63 44.06% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Added to 207 6 0.0% 0.0% 277 +17 8.95% Q4 2025 Feb 06, 2026
Independence Bank of Kentucky History No change 200 6 0.0% 0.0% 276 0 0.0% Q4 2025 Jan 20, 2026
LRI Investments, LLC History No change 179 5 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 04, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 130 4 0.0% 281 +130 New Q4 2025 Mar 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 134 4 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 03, 2026
Red Tortoise LLC History No change 112 3 0.0% 0.0% 282 0 0.0% Q4 2025 Jan 22, 2026
Physician Wealth Advisors, Inc. History Added to 64 2 0.0% 284 +33 106.45% Q4 2025 Jan 29, 2026
NewEdge Advisors, LLC History No change 78 2 0.0% 0.0% 283 0 0.0% Q4 2025 Feb 18, 2026
Private Wealth Management Group, LLC History No change 75 2 0.0% 0.0% 285 0 0.0% Q4 2025 Jan 23, 2026
Bare Financial Services, Inc History New 49 1 0.0% 291 +49 New Q4 2025 Feb 06, 2026
Keating Financial Advisory Services, Inc. History New 48 1 0.0% 293 +48 New Q4 2025 Feb 09, 2026
TOMPKINS FINANCIAL CORP History New 42 1 0.0% 286 +42 New Q4 2025 Jan 08, 2026
Bell Investment Advisors, Inc History Reduced 57 1 0.0% 0.0% 290 -42 -42.42% Q4 2025 Feb 24, 2026
JFS WEALTH ADVISORS, LLC History Added to 43 1 0.0% 289 +33 330.0% Q4 2025 Jan 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 35 1 0.0% 0.0% 287 0 0.0% Q4 2025 Feb 09, 2026
MassMutual Private Wealth & Trust, FSB History No change 35 1 0.0% 0.0% 288 0 0.0% Q4 2025 Jan 07, 2026
Glen Eagle Advisors, LLC History No change 47 1 0.0% 0.0% 292 0 0.0% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.13% -3,617,873 -100.0% Q3 2025 Nov 13, 2025
Empowered Funds, LLC History Closed out 0 0 0.11% -331,876 -100.0% Q3 2025 Nov 13, 2025
Fourthstone LLC History Closed out 0 0 1.28% -223,648 -100.0% Q3 2025 Nov 14, 2025
Bridgewater Associates, LP History Closed out 0 0 0.01% -108,045 -100.0% Q3 2025 Nov 13, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -85,016 -100.0% Q3 2025 Nov 14, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -70,000 -100.0% Q3 2025 Nov 13, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -55,167 -100.0% Q3 2025 Nov 14, 2025
GW&K Investment Management, LLC History Closed out 0 0 0.02% -53,404 -100.0% Q3 2025 Nov 12, 2025
Curi Capital, LLC History Closed out 0 0 0.03% -50,227 -100.0% Q3 2025 Nov 13, 2025
MENDON CAPITAL ADVISORS CORP History Closed out 0 0 0.61% -50,000 -100.0% Q3 2025 Nov 14, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -40,820 -100.0% Q3 2025 Nov 13, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.02% -34,354 -100.0% Q3 2025 Nov 14, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -29,231 -100.0% Q3 2025 Nov 13, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.12% -24,231 -100.0% Q3 2025 Nov 12, 2025
Elo Mutual Pension Insurance Co History Closed out 0 0 0.01% -20,565 -100.0% Q3 2025 Nov 12, 2025
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 0.02% -19,350 -100.0% Q3 2025 Oct 22, 2025
Quantbot Technologies LP History Closed out 0 0 0.02% -17,504 -100.0% Q3 2025 Nov 12, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.04% -15,991 -100.0% Q3 2025 Oct 28, 2025
Entropy Technologies, LP History Closed out 0 0 0.03% -13,790 -100.0% Q3 2025 Nov 13, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -13,702 -100.0% Q3 2025 Nov 14, 2025
Man Group plc History Closed out 0 0 0.0% -13,045 -100.0% Q3 2025 Nov 14, 2025
Waldron Private Wealth LLC History Closed out 0 0 0.02% -13,021 -100.0% Q3 2025 Oct 30, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -12,509 -100.0% Q3 2025 Oct 30, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -12,097 -100.0% Q3 2025 Nov 13, 2025
Avalon Advisory Group History Closed out 0 0 0.14% -11,138 -100.0% Q3 2025 Nov 13, 2025
BAILARD, INC. History Closed out 0 0 0.01% -8,859 -100.0% Q3 2025 Oct 30, 2025
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -7,191 -100.0% Q3 2025 Nov 14, 2025
ARMISTICE CAPITAL, LLC History Closed out 0 0 0.0% -6,924 -100.0% Q3 2025 Nov 17, 2025
Numerai GP LLC History Closed out 0 0 0.03% -6,510 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -3,810 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -2,279 -100.0% Q3 2025 Nov 12, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -1,396 -100.0% Q3 2025 Nov 03, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -593 -100.0% Q3 2025 Nov 18, 2025
AlphaQuest LLC History Closed out 0 0 0.0% -481 -100.0% Q3 2025 Nov 03, 2025
WHITTIER TRUST CO History Closed out 0 0 0.0% -218 -100.0% Q3 2025 Oct 31, 2025
Center for Financial Planning, Inc. History Closed out 0 0 0.0% -165 -100.0% Q3 2025 Nov 06, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -79 -100.0% Q3 2025 Nov 06, 2025
Barnes Dennig Private Wealth Management LLC History Closed out 0 0 0.0% -40 -100.0% Q3 2025 Oct 23, 2025
Parkside Financial Bank & Trust History Closed out 0 0 -15 -100.0% Q3 2025 Oct 30, 2025
Cloud Capital Management, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 03, 2025
ROSS\JOHNSON & Associates LLC History New 3 0 +3 New Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 14 0 -2 -12.5% Q4 2025 Feb 03, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Fortitude Family Office, LLC History Added to 22 0 +2 10.0% Q4 2025 Jan 15, 2026
Rise Advisors, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Oct 08, 2025
CENTRAL TRUST Co History Reduced 30 0 -1 -3.23% Q4 2025 Feb 02, 2026
Transamerica Financial Advisors, LLC History Added to 2 0 +1 100.0% Q4 2025 Feb 13, 2026
Bay Harbor Wealth Management, LLC History Added to 8 0 +1 14.29% Q4 2025 Feb 02, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
Larson Financial Group LLC History No change 1 0 0 0.0% Q4 2025 Feb 06, 2026
Spire Wealth Management History No change 22 0 0 0.0% Q4 2025 Jan 14, 2026
Rialto Wealth Management, LLC History No change 6 0 0 0.0% Q4 2025 Jan 12, 2026
HFM Investment Advisors, LLC History No change 3 0 0 0.0% Q4 2025 Feb 05, 2026