WATTS WATER TECHNOLOGIES INC - WTS

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

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 3,605,605 995,218 0.02% 0.02% 1 +20,927 0.58% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 3,075,393 848,869 0.01% 0.01% 2 -25,291 -0.82% Q4 2025 Jan 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 2,145,742 592,267 1.59% 1.58% 3 -178,726 -7.69% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 976,926 269,651 0.01% 0.01% 4 -22,278 -2.23% Q4 2025 Feb 13, 2026
Boston Partners History Reduced 891,576 245,803 0.25% 0.26% 5 -15,760 -1.74% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 832,148 229,720 0.01% 0.01% 6 +25,501 3.16% Q4 2025 Feb 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 807,689 222,939 0.02% 0.03% 7 -73,578 -8.35% Q4 2025 Feb 17, 2026
Impax Asset Management Group plc History Reduced 647,873 178,825 1.12% 1.21% 8 -97,749 -13.11% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 522,624 144,260 0.03% 0.03% 9 +1,418 0.27% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Reduced 511,023 141,052 0.1% 0.11% 10 -2,638 -0.51% Q4 2025 Feb 13, 2026
Mirova US LLC History Reduced 460,428 127,087 1.28% 1.33% 11 -11,394 -2.41% Q4 2025 Feb 11, 2026
Invesco Ltd. History Reduced 456,511 126,006 0.02% 0.02% 12 -12,997 -2.77% Q4 2025 Feb 19, 2026
Boston Trust Walden Corp History Reduced 437,716 120,818 0.91% 0.98% 13 -39,897 -8.35% Q4 2025 Jan 28, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 425,854 117,544 1.13% 1.19% 14 -13,898 -3.16% Q4 2025 Feb 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 386,103 106,572 0.02% 0.02% 15 -7,017 -1.78% Q4 2025 Feb 13, 2026
NORGES BANK History New 364,565 100,627 0.01% 16 +364,565 New Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Reduced 354,773 97,924 0.01% 0.01% 17 -21,505 -5.72% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 314,323 86,759 0.05% 0.06% 18 -11,816 -3.62% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 282,830 78,066 0.01% 0.01% 19 +125,218 79.45% Q4 2025 Mar 25, 2026
Port Capital LLC History Added to 257,271 71,011 3.06% 2.92% 20 +6,065 2.41% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 242,065 66,814 0.01% 0.01% 21 +5,569 2.35% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 233,536 64,460 0.01% 0.01% 22 -10,034 -4.12% Q4 2025 Feb 10, 2026
KBC Group NV History No change 221,268 61,074 0.14% 0.15% 23 0 0.0% Q4 2025 Jan 26, 2026
Cartenna Capital, LP History Added to 220,000 60,724 2.02% 1.34% 24 +50,000 29.41% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 219,876 60,690 0.0% 0.0% 25 +47,734 27.73% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 214,783 59,284 0.06% 0.06% 26 +34,408 19.08% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Reduced 204,732 56,510 0.0% 0.0% 27 -23,445 -10.27% Q4 2025 Feb 11, 2026
Birch Hill Investment Advisors LLC History Added to 189,909 52,418 2.19% 2.2% 28 +3,760 2.02% Q4 2025 Jan 27, 2026
AE Wealth Management LLC History Added to 171,194 47,253 0.27% 0.25% 29 +32,901 23.79% Q4 2025 Jan 26, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 170,671 47,108 0.03% 0.03% 30 -34,387 -16.77% Q4 2025 Feb 13, 2026
Amundi History Reduced 163,612 45,160 0.01% 0.02% 31 -22,233 -11.96% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 156,800 43,279 0.29% 32 +156,800 New Q4 2025 Feb 05, 2026
BNP Paribas Asset Management Holding S.A. History Added to 151,174 41,727 0.05% 0.09% 33 +27,472 22.21% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 149,668 41,311 0.04% 0.03% 34 +43,652 41.17% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 145,725 40,222 0.01% 0.01% 35 -61 -0.04% Q4 2025 Feb 18, 2026
Nuveen, LLC History Reduced 133,277 36,787 0.01% 0.01% 36 -29,652 -18.2% Q4 2025 Feb 12, 2026
ALGERT GLOBAL LLC History Added to 127,361 35,154 0.55% 0.43% 37 +34,463 37.1% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 121,717 33,596 0.06% 0.05% 38 -1,728 -1.4% Q4 2025 Feb 17, 2026
EULAV Asset Management History Added to 114,656 31,647 0.84% 0.64% 39 +15,596 15.74% Q4 2025 Feb 11, 2026
Legal & General Group Plc History Reduced 110,812 30,586 0.01% 0.01% 40 -8,040 -6.76% Q4 2025 Feb 09, 2026
BANK OF AMERICA CORP /DE/ History Reduced 110,517 30,504 0.0% 0.0% 41 -6,453 -5.52% Q4 2025 Feb 17, 2026
Champlain Investment Partners, LLC History Reduced 109,909 30,337 0.31% 0.42% 42 -88,628 -44.64% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Reduced 103,218 28,490 0.03% 0.05% 43 -11,927 -10.36% Q4 2025 Feb 17, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 101,260 27,949 0.27% 0.27% 44 -5,080 -4.78% Q4 2025 Jan 15, 2026
UBS Group AG History Reduced 97,774 26,987 0.0% 0.01% 45 -104,476 -51.66% Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Added to 93,631 25,844 0.02% 0.0% 46 +91,766 4920.43% Q4 2025 Feb 13, 2026
Triodos Investment Management BV History No change 86,000 24,083 1.74% 1.74% 47 0 0.0% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 87,226 24,076 0.02% 0.02% 48 -8,205 -8.6% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 85,180 23,511 0.04% 0.04% 49 -9,820 -10.34% Q4 2025 Feb 12, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 83,846 23,143 0.19% 0.2% 50 +16 0.02% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 81,812 22,581 0.01% 0.01% 51 +5,587 7.33% Q4 2025 Feb 02, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 78,920 21,783 0.08% 0.06% 52 +19,330 32.44% Q4 2025 Feb 17, 2026
FIL Ltd History Reduced 78,747 21,735 0.02% 0.02% 53 -2,709 -3.33% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 78,374 21,632 0.04% 43.94% 54 +44,485 131.27% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 76,971 21,245 0.0% 0.0% 55 +52,191 210.62% Q4 2025 Feb 17, 2026
GROUPAMA ASSET MANAGMENT History Added to 76,674 21,163 0.31% 0.27% 56 +9,934 14.88% Q4 2025 Feb 27, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 71,561 19,752 0.04% 0.05% 57 -9,645 -11.88% Q4 2025 Jan 27, 2026
AEGON ASSET MANAGEMENT UK PLC History Added to 70,333 19,395 0.23% 0.18% 58 +16,257 30.06% Q4 2025 Jan 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 68,913 19,021 0.0% 0.0% 59 +2,119 3.17% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 67,488 18,628 0.01% 0.01% 60 -1,081 -1.58% Q4 2025 Feb 17, 2026
Robeco Schweiz AG History Reduced 66,032 18,226 0.41% 0.42% 61 -1,500 -2.22% Q4 2025 Feb 03, 2026
FEDERATED HERMES, INC. History Added to 65,321 18,029 0.03% 0.01% 62 +49,637 316.48% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Added to 64,081 17,687 0.05% 0.06% 63 +8,004 14.27% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Added to 61,624 17,009 0.05% 0.03% 64 +29,896 94.23% Q4 2025 Feb 06, 2026
DEUTSCHE BANK AG\ History Reduced 61,583 16,998 0.01% 0.01% 65 -14,574 -19.14% Q4 2025 Feb 11, 2026
Perpetual Ltd History Added to 59,889 16,530 0.24% 0.21% 66 +222 0.37% Q4 2025 Jan 20, 2026
BARCLAYS PLC History Reduced 58,928 16,265 0.0% 0.0% 67 -4,373 -6.91% Q4 2025 Feb 13, 2026
FMR LLC History Added to 57,168 15,779 0.0% 0.0% 68 +3,805 7.13% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Added to 54,381 15,010 0.02% 0.01% 69 +29,942 122.52% Q4 2025 Jan 09, 2026
Swiss National Bank History Added to 54,080 14,927 0.01% 0.01% 70 +880 1.65% Q4 2025 Feb 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 54,036 14,915 0.03% 0.03% 71 +1,581 3.01% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 53,593 14,792 0.01% 0.01% 72 +436 0.82% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 53,349 14,725 0.01% 0.02% 73 -2,137 -3.85% Q4 2025 Feb 12, 2026
BURNEY CO/ History Reduced 53,324 14,718 0.46% 0.6% 74 -14,376 -21.23% Q4 2025 Jan 23, 2026
SEI INVESTMENTS CO History Reduced 52,917 14,607 0.01% 0.02% 75 -757 -1.41% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 50,805 14,023 0.02% 0.01% 76 +3,805 8.1% Q4 2025 Feb 17, 2026
Retirement Systems of Alabama History Reduced 49,996 13,799 0.04% 0.05% 77 -252 -0.5% Q4 2025 Jan 15, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 46,437 12,936 0.01% 0.01% 78 -6,781 -12.74% Q4 2025 Jan 08, 2026
AMERICAN CENTURY COMPANIES INC History Added to 45,377 12,524 0.01% 0.01% 79 +378 0.84% Q4 2025 Feb 13, 2026
Polar Capital Holdings Plc History New 45,248 12,489 0.05% 80 +45,248 New Q4 2025 Feb 17, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 44,541 12,294 0.01% 0.01% 81 -5,210 -10.47% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 40,386 11,147 0.0% 0.0% 82 -2,539 -5.91% Q4 2025 Feb 17, 2026
North Growth Management Ltd. History No change 40,000 11,134 1.74% 1.94% 83 0 0.0% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 37,899 10,460 0.0% 0.0% 84 -1,676 -4.23% Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Added to 36,579 10,190 0.02% 0.01% 85 +3,644 11.06% Q4 2025 Jan 15, 2026
DekaBank Deutsche Girozentrale History No change 46,061 10,186 0.02% 0.02% 86 0 0.0% Q4 2025 Jan 28, 2026
NATIXIS ADVISORS, LLC History Reduced 35,725 9,861 0.01% 0.01% 87 -828 -2.27% Q4 2025 Feb 10, 2026
REGIONS FINANCIAL CORP History Reduced 35,069 9,679 0.06% 0.06% 88 -336 -0.95% Q4 2025 Jan 27, 2026
ROYAL BANK OF CANADA History New 33,998 9,384 0.0% 89 +33,998 New Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 33,932 9,365 0.03% 0.04% 90 +1,631 5.05% Q4 2025 Jan 28, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 33,888 9,353 0.11% 0.11% 91 -733 -2.12% Q4 2025 Jan 26, 2026
Edgestream Partners, L.P. History New 33,810 9,332 0.26% 92 +33,810 New Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 33,614 9,278 0.02% 0.02% 93 -1,511 -4.3% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 33,294 9,190 0.02% 0.02% 94 -464 -1.37% Q4 2025 Jan 30, 2026
Clark Capital Management Group, Inc. History Added to 32,949 9,094 0.06% 0.05% 95 +4,964 17.74% Q4 2025 Feb 17, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 31,969 8,824 0.03% 0.02% 96 +8,671 37.22% Q4 2025 Feb 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 31,327 8,646 0.0% 0.0% 97 +8,127 35.03% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 31,005 8,562 0.0% 0.01% 98 -13,109 -29.72% Q4 2025 Mar 20, 2026
Erste Asset Management GmbH History Reduced 29,927 8,447 0.07% 0.08% 99 -460 -1.51% Q4 2025 Feb 11, 2026
ALPS ADVISORS INC History Reduced 30,090 8,305 0.05% 0.05% 100 -1,656 -5.22% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 29,561 8,159 0.12% 0.09% 101 +6,976 30.89% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 28,061 7,745 0.04% 0.04% 102 -1,667 -5.61% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Reduced 27,839 7,684 0.01% 0.02% 103 -208 -0.74% Q4 2025 Feb 06, 2026
Candriam S.C.A. History Reduced 27,323 7,542 0.04% 0.04% 104 -777 -2.77% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 26,864 7,415 0.01% 105 +26,864 New Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Reduced 25,930 7,157 0.15% 0.23% 106 -396 -1.5% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 25,912 7,152 0.01% 0.01% 107 -1,723 -6.23% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 25,711 7,096 0.01% 108 +25,711 New Q4 2025 Feb 17, 2026
Quilter Plc History Reduced 24,609 6,792 0.11% 0.12% 109 -410 -1.64% Q4 2025 Jan 21, 2026
Cerity Partners LLC History Added to 24,328 6,715 0.01% 0.01% 110 +7,031 40.65% Q4 2025 Feb 11, 2026
Beacon Harbor Wealth Advisors, Inc. History Added to 23,682 6,536 1.45% 1.51% 111 +608 2.64% Q4 2025 Jan 23, 2026
Vest Financial, LLC History Added to 23,567 6,504 0.08% 0.08% 112 +1,268 5.69% Q4 2025 Jan 30, 2026
VAN ECK ASSOCIATES CORP History Added to 23,363 6,449 0.01% 0.01% 113 +659 2.9% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 23,164 6,393 0.03% 0.03% 114 -673 -2.82% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 22,907 6,322 0.0% 0.0% 115 +1,219 5.62% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Reduced 21,979 6,066 0.01% 0.01% 116 -236 -1.06% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Reduced 21,638 5,972 0.01% 0.01% 117 -1,555 -6.7% Q4 2025 Feb 13, 2026
Skandinaviska Enskilda Banken AB (publ) History Added to 21,618 5,967 0.02% 0.01% 118 +14,640 209.8% Q4 2025 Feb 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 21,039 5,807 0.02% 0.02% 119 +99 0.47% Q4 2025 Feb 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 19,733 5,446 0.01% 0.01% 120 +639 3.35% Q4 2025 Feb 17, 2026
Creative Planning History Added to 19,579 5,404 0.0% 0.0% 121 +2,009 11.43% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Reduced 19,037 5,254 0.05% 0.03% 122 -4,163 -17.94% Q4 2025 Feb 11, 2026
Bridgewater Associates, LP History Reduced 18,785 5,185 0.02% 0.02% 123 -841 -4.29% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 17,685 4,881 0.0% 0.0% 124 +12,412 235.39% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 17,015 4,696 0.04% 125 +17,015 New Q4 2025 Feb 17, 2026
Magnetar Financial LLC History Added to 16,418 4,531 0.04% 0.01% 126 +7,789 90.27% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 16,198 4,468 0.01% 0.01% 127 -11,280 -41.05% Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History Added to 15,847 4,437 0.44% 0.39% 128 +2,556 19.23% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 15,053 4,154 0.02% 0.0% 129 +14,970 18036.14% Q4 2025 Feb 12, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 15,000 4,140 0.38% 0.44% 130 0 0.0% Q4 2025 Feb 06, 2026
NewEdge Wealth, LLC History Reduced 14,703 4,058 0.05% 0.06% 131 -831 -5.35% Q4 2025 Feb 03, 2026
Vestmark Advisory Solutions, Inc. History Reduced 14,674 4,050 0.05% 0.08% 132 -869 -5.59% Q4 2025 Feb 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,611 4,032 0.01% 0.01% 133 0 0.0% Q4 2025 Feb 12, 2026
MIROVA History Reduced 14,571 4,021 0.58% 0.67% 134 -2,518 -14.73% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Added to 14,491 3,999 0.05% 0.03% 135 +5,538 61.86% Q4 2025 Feb 02, 2026
&PARTNERS History Added to 13,984 3,859 0.02% 0.02% 136 +685 5.15% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 13,588 3,750 0.01% 0.02% 137 -1,045 -7.14% Q4 2025 Jan 29, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 13,559 3,742 0.13% 0.2% 138 -4,843 -26.32% Q4 2025 Feb 17, 2026
Paralel Advisors LLC History No change 13,118 3,620 0.14% 0.14% 139 0 0.0% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 13,065 3,606 0.01% 0.01% 140 -240 -1.8% Q4 2025 Feb 17, 2026
JACOBS & CO/CA History Reduced 13,003 3,589 0.34% 0.36% 141 -530 -3.92% Q4 2025 Jan 05, 2026
Cumberland Partners Ltd History Added to 13,000 3,588 0.22% 0.12% 142 +6,500 100.0% Q4 2025 Feb 06, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 12,762 3,550 0.01% 0.01% 143 +346 2.79% Q4 2025 Jan 28, 2026
Engineers Gate Manager LP History Added to 12,842 3,544 0.04% 0.03% 144 +4,236 49.22% Q4 2025 Feb 17, 2026
Informed Momentum Co LLC History Reduced 12,556 3,465 0.39% 0.78% 145 -12,163 -49.21% Q4 2025 Feb 12, 2026
E. Ohman J:or Asset Management AB History No change 12,539 3,461 0.08% 0.08% 146 0 0.0% Q4 2025 Jan 12, 2026
Janney Montgomery Scott LLC History Reduced 12,421 3,428 0.01% 0.01% 147 -7 -0.06% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 12,320 3,400 0.0% 0.0% 148 +320 2.67% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Reduced 12,255 3,381 0.0% 0.0% 149 -2,992 -19.62% Q4 2025 Feb 17, 2026
SMA Capital LLC History New 12,000 3,312 1.58% 150 +12,000 New Q4 2025 Feb 12, 2026
Illinois Municipal Retirement Fund History Reduced 11,730 3,237 0.04% 0.05% 151 -1,566 -11.78% Q4 2025 Feb 11, 2026
AMALGAMATED BANK History Reduced 11,543 3,186 0.02% 0.02% 152 -488 -4.06% Q4 2025 Feb 05, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 11,431 3,155 0.08% 0.08% 153 +102 0.9% Q4 2025 Feb 13, 2026
JOHN G ULLMAN & ASSOCIATES INC History Reduced 11,425 3,153 0.42% 0.44% 154 -275 -2.35% Q4 2025 Feb 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 11,422 3,152 0.03% 0.03% 155 0 0.0% Q4 2025 Feb 10, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 11,407 3,148 0.03% 0.04% 156 -1,255 -9.91% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 11,185 3,087 0.0% 0.0% 157 +1,220 12.24% Q4 2025 Feb 11, 2026
AlphaQuest LLC History Added to 11,167 3,082 0.17% 0.03% 158 +9,476 560.38% Q4 2025 Feb 09, 2026
Freedom Day Solutions, LLC History Added to 10,790 2,978 0.81% 0.81% 159 +69 0.64% Q4 2025 Feb 04, 2026
SG Americas Securities, LLC History Added to 10,579 2,920 0.0% 0.0% 160 +6,368 151.22% Q4 2025 Jan 09, 2026
KLP KAPITALFORVALTNING AS History Added to 10,580 2,920 0.01% 0.01% 161 +80 0.76% Q4 2025 Jan 28, 2026
State of Tennessee, Department of Treasury History Reduced 9,736 2,914 0.01% 0.01% 162 -417 -4.11% Q4 2025 Feb 18, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 10,339 2,853 0.1% 163 +10,339 New Q4 2025 Feb 09, 2026
Kingsview Wealth Management, LLC History New 10,318 2,848 0.04% 164 +10,318 New Q4 2025 Feb 09, 2026
PRUDENTIAL FINANCIAL INC History Reduced 10,123 2,834 0.0% 0.0% 165 -2,383 -19.05% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 9,915 2,736 0.0% 0.0% 166 -7,001 -41.39% Q4 2025 Feb 10, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 9,897 2,731 0.32% 0.34% 167 -75 -0.75% Q4 2025 Feb 03, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 9,515 2,664 0.0% 168 +9,515 New Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History No change 9,591 2,647 0.01% 0.01% 169 0 0.0% Q4 2025 Feb 17, 2026
NFJ INVESTMENT GROUP, LLC History Reduced 9,209 2,541 0.09% 0.1% 170 -882 -8.74% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 9,138 2,522 0.0% 0.0% 171 0 0.0% Q4 2025 Feb 12, 2026
Man Group plc History Added to 9,067 2,502 0.0% 0.0% 172 +4,532 99.93% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 8,535 2,469 0.03% 0.03% 173 -139 -1.6% Q4 2025 Jan 21, 2026
State of New Jersey Common Pension Fund D History Reduced 8,570 2,365 0.01% 0.01% 174 -520 -5.72% Q4 2025 Jan 30, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 8,367 2,307 0.0% 0.0% 175 +678 8.82% Q4 2025 Feb 10, 2026
Campbell & CO Investment Adviser LLC History New 8,345 2,303 0.11% 176 +8,345 New Q4 2025 Feb 12, 2026
Advisors Asset Management, Inc. History Added to 8,288 2,287 0.04% 0.03% 177 +1,723 26.25% Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 8,225 2,270 0.02% 0.02% 178 0 0.0% Q4 2025 Jan 29, 2026
Pacer Advisors, Inc. History Added to 8,174 2,256 0.01% 0.0% 179 +4,531 124.38% Q4 2025 Feb 24, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 8,045 2,220 0.03% 0.05% 180 -2,887 -26.41% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 7,809 2,155 0.01% 181 +7,809 New Q4 2025 Feb 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 7,770 2,144 0.01% 0.02% 182 -3,320 -29.94% Q4 2025 Feb 04, 2026
Arizona State Retirement System History Reduced 7,683 2,120 0.01% 0.01% 183 -431 -5.31% Q4 2025 Jan 28, 2026
Louisiana State Employees Retirement System History No change 7,600 2,097 0.04% 0.04% 184 0 0.0% Q4 2025 Jan 16, 2026
Future Fund LLC History Added to 7,485 2,066 0.65% 0.53% 185 +2,142 40.09% Q4 2025 Feb 10, 2026
SummitTX Capital, L.P. History Added to 7,452 2,056 0.06% 0.08% 186 +895 13.65% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 7,415 2,046 0.02% 0.02% 187 -321 -4.15% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 7,325 2,021 0.02% 0.02% 188 0 0.0% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 7,292 2,012 0.06% 0.06% 189 -143 -1.92% Q4 2025 Feb 11, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 7,288 2,011 0.85% 0.89% 190 -18 -0.25% Q4 2025 Feb 12, 2026
Mach-1 Financial Group, LLC History New 7,065 1,950 0.4% 191 +7,065 New Q4 2025 Feb 06, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 6,858 1,892 0.01% 0.01% 192 -178 -2.53% Q4 2025 Feb 10, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 6,826 1,884 0.0% 0.0% 193 -516 -7.03% Q4 2025 Jan 22, 2026
Atria Investments, Inc History Reduced 6,816 1,881 0.02% 0.02% 194 -355 -4.95% Q4 2025 Feb 05, 2026
Vontobel Holding Ltd. History Added to 6,709 1,851 0.01% 0.01% 195 +712 11.87% Q4 2025 Feb 13, 2026
STRS OHIO History Reduced 6,700 1,849 0.01% 0.01% 196 -100 -1.47% Q4 2025 Feb 02, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 6,650 1,835 0.1% 0.11% 197 -40 -0.6% Q4 2025 Jan 23, 2026
Smith Group Asset Management, LLC History Added to 6,558 1,810 0.1% 0.1% 198 +50 0.77% Q4 2025 Feb 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 6,505 1,795 0.01% 0.01% 199 +460 7.61% Q4 2025 Feb 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 6,495 1,792 0.01% 0.01% 200 0 0.0% Q4 2025 Jan 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 6,490 1,791 0.02% 0.03% 201 -361 -5.27% Q4 2025 Feb 09, 2026
Aquatic Capital Management LLC History Added to 6,225 1,718 0.05% 0.01% 202 +3,378 118.65% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 6,172 1,704 0.0% 0.0% 203 -127 -2.02% Q4 2025 Feb 05, 2026
Corient Private Wealth LLC History Added to 6,140 1,695 0.0% 0.0% 204 +1,627 36.05% Q4 2025 Mar 09, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 6,132 1,692 0.02% 0.02% 205 +21 0.34% Q4 2025 Feb 05, 2026
Quantinno Capital Management LP History Added to 6,119 1,689 0.0% 0.0% 206 +2,647 76.24% Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History Added to 6,078 1,677 0.07% 0.04% 207 +3,058 101.26% Q4 2025 Feb 09, 2026
WEIK CAPITAL MANAGEMENT History No change 6,000 1,656 0.62% 0.63% 208 0 0.0% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 5,711 1,576 0.0% 0.0% 209 -676 -10.58% Q4 2025 Feb 13, 2026
SkyView Investment Advisors, LLC History Reduced 5,684 1,569 0.2% 0.2% 210 -69 -1.2% Q4 2025 Feb 18, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 5,710 1,559 0.01% 0.01% 211 0 0.0% Q4 2025 Feb 11, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 5,600 1,546 0.05% 0.05% 212 0 0.0% Q4 2025 Feb 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 5,510 1,520 0.02% 0.02% 213 +38 0.69% Q4 2025 Feb 04, 2026
AVIVA PLC History Added to 5,465 1,508 0.0% 0.0% 214 +67 1.24% Q4 2025 Feb 12, 2026
Welch Group, LLC History No change 5,400 1,490 0.06% 0.06% 215 0 0.0% Q4 2025 Jan 26, 2026
WELCH & FORBES LLC History No change 5,280 1,457 0.02% 0.02% 216 0 0.0% Q4 2025 Feb 10, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Reduced 5,231 1,443 0.1% 0.1% 217 -193 -3.56% Q4 2025 Feb 12, 2026
Laurus Global Equity Management Inc. History No change 5,100 1,407 1.15% 0.97% 218 0 0.0% Q4 2025 Jan 28, 2026
Freestone Grove Partners LP History New 5,051 1,394 0.01% 219 +5,051 New Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 5,005 1,381 0.01% 0.01% 220 +233 4.88% Q4 2025 Jan 14, 2026
Redmond Asset Management, LLC History Added to 4,851 1,338 0.34% 0.33% 221 +14 0.29% Q4 2025 Feb 09, 2026
Williams Jones Wealth Management, LLC. History No change 4,700 1,297 0.01% 0.02% 222 0 0.0% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 4,669 1,288 0.01% 0.01% 223 -41 -0.87% Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 4,657 1,285 0.0% 0.0% 224 +1,640 54.36% Q4 2025 Jan 30, 2026
US BANCORP \DE\ History Reduced 4,628 1,277 0.0% 0.0% 225 -18 -0.39% Q4 2025 Jan 30, 2026
Cambridge Investment Research Advisors, Inc. History Added to 4,371 1,206 0.0% 0.0% 226 +386 9.69% Q4 2025 Feb 05, 2026
Vancity Investment Management Ltd History Reduced 4,360 1,203 0.16% 0.17% 227 -241 -5.24% Q4 2025 Feb 19, 2026
HighTower Advisors, LLC History Added to 4,335 1,196 0.0% 0.0% 228 +156 3.73% Q4 2025 Feb 06, 2026
GLENMEDE TRUST CO NA History New 4,268 1,178 0.01% 229 +4,268 New Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 4,253 1,173 0.0% 0.0% 230 -697 -14.08% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,163 1,149 0.0% 0.0% 231 +32 0.77% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Reduced 3,947 1,089 0.01% 0.01% 232 -4,308 -52.19% Q4 2025 Jan 29, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 3,908 1,078 0.01% 0.01% 233 -178 -4.36% Q4 2025 Feb 13, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Reduced 3,880 1,070 0.59% 0.63% 234 -15 -0.39% Q4 2025 Jan 05, 2026
Elevated Capital Advisors, LLC History Added to 3,751 1,035 0.24% 0.2% 235 +928 32.87% Q4 2025 Jan 27, 2026
Linden Thomas Advisory Services, LLC History Added to 3,751 1,035 0.1% 0.1% 236 +154 4.28% Q4 2025 Jan 16, 2026
Impact Capital Partners LLC History Reduced 3,728 1,029 0.31% 0.34% 237 -309 -7.65% Q4 2025 Jan 07, 2026
Central Pacific Bank - Trust Division History No change 3,700 1,021 0.13% 0.12% 238 0 0.0% Q4 2025 Jan 07, 2026
Curated Wealth Partners LLC History Added to 3,520 971 0.1% 0.09% 240 +845 31.59% Q4 2025 Jan 12, 2026
XPONANCE LLC History Reduced 3,518 971 0.01% 0.01% 239 -542 -13.35% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Reduced 3,328 919 0.0% 0.0% 241 -340 -9.27% Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Added to 3,306 912 0.02% 0.03% 242 +49 1.5% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 3,288 907 0.03% 243 +3,287 328700.0% Q4 2025 Feb 10, 2026
Gotham Asset Management, LLC History Reduced 3,224 889 0.0% 0.0% 244 -162 -4.78% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 3,122 872 0.0% 0.0% 245 -1,333 -29.92% Q4 2025 Feb 18, 2026
Trium Capital LLP History Added to 3,162 872 0.68% 0.28% 246 +563 21.66% Q4 2025 Jan 22, 2026
Triad Wealth Partners, LLC History New 3,150 869 0.08% 247 +3,150 New Q4 2025 Jan 22, 2026
Graham Capital Management, L.P. History Reduced 3,051 842 0.02% 0.02% 248 -993 -24.55% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Added to 3,008 830 0.01% 0.01% 249 +936 45.17% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Reduced 2,936 810 0.0% 0.0% 250 -42,255 -93.5% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 2,896 799 0.0% 0.0% 251 +407 16.35% Q4 2025 Feb 18, 2026
GLOBEFLEX CAPITAL L P History No change 2,859 789 0.12% 0.12% 252 0 0.0% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,761 762 0.0% 0.0% 253 -17 -0.61% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Reduced 2,712 748 0.01% 0.01% 254 -285 -9.51% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Added to 2,662 734 0.01% 0.01% 255 +51 1.95% Q4 2025 Jan 22, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 2,656 733 0.17% 256 +2,656 New Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,643 730 0.0% 0.0% 257 0 0.0% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History No change 2,584 713 0.0% 0.0% 258 0 0.0% Q4 2025 Jan 29, 2026
WESBANCO BANK INC History No change 2,565 707 0.02% 0.02% 259 0 0.0% Q4 2025 Feb 03, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 2,503 690 0.01% 0.01% 260 +162 6.92% Q4 2025 Feb 02, 2026
Mariner, LLC History Reduced 2,472 681 0.0% 0.0% 261 -1,498 -37.73% Q4 2025 Feb 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 2,424 669 0.01% 0.01% 262 -342 -12.36% Q4 2025 Feb 05, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 2,420 667 0.0% 0.0% 263 +155 6.84% Q4 2025 Feb 17, 2026
World Investment Advisors History Reduced 2,403 663 0.01% 0.02% 264 -245 -9.25% Q4 2025 Mar 12, 2026
Diversified Trust Co History Added to 2,371 654 0.01% 0.01% 265 +151 6.8% Q4 2025 Jan 09, 2026
CIBC Private Wealth Group LLC History Reduced 2,317 639 0.0% 0.0% 266 -81 -3.38% Q4 2025 Feb 12, 2026
Quantum Private Wealth, LLC History No change 2,269 626 0.18% 0.18% 267 0 0.0% Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History Added to 2,263 624 0.0% 0.0% 268 +429 23.39% Q4 2025 Feb 03, 2026
RWC Asset Management LLP History No change 2,232 616 0.03% 0.03% 269 0 0.0% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Added to 2,128 587 0.0% 0.0% 270 +287 15.59% Q4 2025 Feb 12, 2026
Swiss Life Asset Management Ltd History New 2,086 575 0.0% 271 +2,086 New Q4 2025 Feb 04, 2026
Abel Hall, LLC History New 2,054 566 0.13% 272 +2,054 New Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 2,047 565 0.0% 0.0% 273 -3,945 -65.84% Q4 2025 Feb 12, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 2,019 557 0.02% 0.02% 274 -100 -4.72% Q4 2025 Feb 04, 2026
HM PAYSON & CO History No change 2,004 553 0.01% 0.01% 275 0 0.0% Q4 2025 Feb 12, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 2,000 552 0.0% 0.0% 276 0 0.0% Q4 2025 Feb 05, 2026
Corient IA LLC History No change 2,000 552 0.52% 0.42% 277 0 0.0% Q4 2025 Feb 13, 2026
CIM INVESTMENT MANAGEMENT INC History No change 1,923 530 0.14% 0.15% 278 0 0.0% Q4 2025 Feb 17, 2026
Ethic Inc. History Added to 1,895 522 0.01% 0.01% 279 +509 36.72% Q4 2025 Feb 03, 2026
Argent Trust Co History No change 1,874 517 0.02% 0.02% 280 0 0.0% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 1,850 510 0.0% 0.0% 281 -1,143 -38.19% Q4 2025 Feb 02, 2026
CIBC WORLD MARKETS CORP History New 1,818 501 0.0% 282 +1,818 New Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 1,766 487 0.0% 0.0% 283 -35 -1.94% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 1,735 478 0.0% 0.0% 284 +185 11.94% Q4 2025 Feb 12, 2026
Jump Financial, LLC History Reduced 1,663 459 0.01% 0.03% 285 -7,137 -81.1% Q4 2025 Feb 17, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,533 456 0.0% 0.0% 286 0 0.0% Q4 2025 Jan 28, 2026
Cynosure Group, LLC History New 1,636 451 0.05% 287 +1,636 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,599 441 0.01% 0.01% 288 +7 0.44% Q4 2025 Feb 13, 2026
Clean Yield Group History No change 1,596 440 0.12% 0.13% 289 0 0.0% Q4 2025 Jan 26, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 1,589 438 0.0% 0.0% 290 -487 -23.46% Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History Added to 1,585 437 0.01% 0.01% 291 +645 68.62% Q4 2025 Feb 10, 2026
Schonfeld Strategic Advisors LLC History Reduced 1,539 424 0.0% 0.01% 292 -5,155 -77.01% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History No change 1,498 413 0.01% 0.01% 293 0 0.0% Q4 2025 Feb 13, 2026
Perbak Capital Partners LLP History Reduced 1,490 411 0.13% 0.25% 294 -3,506 -70.18% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History New 1,480 408 0.01% 295 +1,480 New Q4 2025 Feb 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 1,470 405 0.03% 296 +1,470 New Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 1,440 397 0.0% 0.01% 297 -1,546 -51.77% Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 1,419 391 0.01% 299 +1,419 New Q4 2025 Feb 17, 2026
INCEPTIONR LLC History Added to 1,417 391 0.11% 0.06% 298 +479 51.07% Q4 2025 Feb 11, 2026
iSAM Funds (UK) Ltd History Reduced 1,415 390 0.14% 0.17% 300 -1,468 -50.92% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 1,399 386 0.0% 0.01% 301 +68 5.11% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 1,324 376 0.0% 0.0% 302 -55 -3.99% Q4 2025 Jan 08, 2026
CWM, LLC History Reduced 1,358 375 0.0% 0.0% 303 -1,045 -43.49% Q4 2025 Jan 26, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 1,333 367 0.0% 0.0% 304 -2 -0.15% Q4 2025 Jan 30, 2026
BENJAMIN EDWARDS INC History Reduced 1,304 359 0.0% 0.0% 305 -50 -3.69% Q4 2025 Feb 02, 2026
Abacus Wealth Partners, LLC History New 1,297 357 0.04% 306 +1,297 New Q4 2025 Feb 05, 2026
FORA Capital, LLC History New 1,282 353 0.04% 307 +1,282 New Q4 2025 Feb 13, 2026
Tannin Capital LLC History New 1,243 343 0.31% 309 +1,243 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,244 343 0.0% 0.0% 308 -19 -1.5% Q4 2025 Feb 06, 2026
Dundas Partners LLP History Reduced 1,233 340 0.02% 0.04% 310 -1,037 -45.68% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History New 1,228 338 0.0% 311 +1,228 New Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 1,210 333 0.0% 0.01% 312 -5,901 -82.98% Q4 2025 Feb 17, 2026
Sava Infond d.o.o. History No change 1,200 331 0.04% 0.05% 313 0 0.0% Q4 2025 Jan 29, 2026
Massar Capital Management, LP History New 1,181 325 0.03% 314 +1,181 New Q4 2025 Feb 17, 2026
Petros Family Wealth, LLC History Added to 1,157 319 0.21% 0.27% 315 +6 0.52% Q4 2025 Jan 14, 2026
PROFUND ADVISORS LLC History Added to 1,146 316 0.01% 0.01% 316 +10 0.88% Q4 2025 Feb 06, 2026
Y-Intercept (Hong Kong) Ltd History New 1,142 315 0.01% 317 +1,142 New Q4 2025 Feb 13, 2026
PFW Advisors LLC History No change 1,144 315 0.1% 0.09% 318 0 0.0% Q4 2025 Jan 12, 2026
Composition Wealth, LLC History Added to 1,138 314 0.0% 0.0% 319 +61 5.66% Q4 2025 Feb 02, 2026
Crossmark Global Holdings, Inc. History Added to 1,120 309 0.0% 0.0% 320 +4 0.36% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History Added to 1,112 306 0.02% 0.02% 321 +10 0.91% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Reduced 1,064 293 0.0% 0.0% 322 -36 -3.27% Q4 2025 Jan 28, 2026
South Shore Capital Advisors History New 1,050 289 0.21% 323 +1,050 New Q4 2025 Jan 21, 2026
Harvest Fund Management Co., Ltd History Added to 1,032 286 0.01% 0.01% 324 +516 100.0% Q4 2025 Feb 11, 2026
NORDEN GROUP LLC History Reduced 1,020 281 0.03% 0.03% 325 -12 -1.16% Q4 2025 Jan 13, 2026
Centennial Wealth Advisory LLC History Added to 1,012 279 0.07% 0.08% 326 +37 3.79% Q4 2025 Jan 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 1,010 278 0.01% 0.01% 327 -94 -8.51% Q4 2025 Jan 27, 2026
MAI Capital Management History Reduced 1,000 276 0.0% 0.0% 328 -16 -1.57% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 996 274 0.0% 0.0% 329 +215 27.53% Q4 2025 Feb 13, 2026
Glen Eagle Advisors, LLC History No change 987 272 0.04% 0.04% 330 0 0.0% Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History No change 985 271 0.0% 0.0% 331 0 0.0% Q4 2025 Feb 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 980 270 0.0% 0.0% 332 +95 10.73% Q4 2025 Jan 13, 2026
Numerai GP LLC History New 968 267 0.03% 334 +968 New Q4 2025 Feb 17, 2026
SHELTON CAPITAL MANAGEMENT History No change 970 267 0.01% 0.01% 333 0 0.0% Q4 2025 Feb 17, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 966 266 0.01% 0.01% 335 -35 -3.5% Q4 2025 Feb 13, 2026
Asset Advisory Group, Inc. History New 952 262 0.13% 336 +952 New Q4 2025 Feb 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 946 261 0.01% 337 +946 New Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 928 256 0.0% 0.0% 338 +7 0.76% Q4 2025 Feb 06, 2026
Integrated Quantitative Investments LLC History New 921 254 0.05% 339 +921 New Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History No change 900 248 0.0% 0.0% 340 0 0.0% Q4 2025 Feb 17, 2026
Stirlingshire Investments, Inc. History New 898 247 0.22% 341 +898 New Q4 2025 Feb 11, 2026
PharVision Advisers, LLC History New 885 244 0.12% 342 +885 New Q4 2025 Feb 17, 2026
Marin Bay Wealth Advisors, LLC History New 874 241 0.14% 343 +874 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 872 240 0.0% 0.0% 344 -18 -2.02% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 867 239 0.0% 0.0% 345 +422 94.83% Q4 2025 Mar 16, 2026
Raiffeisen Bank International AG History Added to 857 239 0.0% 0.0% 346 +95 12.47% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 864 238 0.0% 0.0% 347 -3,426 -79.86% Q4 2025 Feb 17, 2026
IFC Advisors LLC History Reduced 864 238 0.03% 0.05% 348 -54 -5.88% Q4 2025 Feb 12, 2026
Caprock Group, LLC History New 857 236 0.0% 349 +857 New Q4 2025 Jan 28, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Reduced 858 236 0.08% 0.08% 350 -46 -5.09% Q4 2025 Jan 07, 2026
CIBC Asset Management Inc History No change 851 234 0.0% 0.0% 351 0 0.0% Q4 2025 Feb 10, 2026
SGL Investment Advisors, Inc. History No change 758 234 0.09% 0.09% 352 0 0.0% Q4 2025 Feb 06, 2026
Sivia Capital Partners, LLC History Reduced 843 232 0.05% 0.07% 355 -47 -5.28% Q4 2025 Feb 10, 2026
Advyzon Investment Management, LLC History Added to 843 232 0.03% 0.04% 354 +31 3.82% Q4 2025 Feb 13, 2026
Forum Financial Management, LP History No change 844 232 0.0% 0.0% 353 0 0.0% Q4 2025 Jan 27, 2026
State of Wyoming History Reduced 835 230 0.03% 0.05% 356 -784 -48.42% Q4 2025 Feb 11, 2026
EWA, LLC History Reduced 827 228 0.06% 0.06% 357 -1 -0.12% Q4 2025 Feb 03, 2026
Fifth Third Wealth Advisors LLC History Added to 827 228 0.01% 0.01% 358 +1 0.12% Q4 2025 Jan 15, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 816 225 0.0% 0.0% 359 -1,240 -60.31% Q4 2025 Jan 09, 2026
Vestcor Inc History No change 808 223 0.01% 0.01% 360 0 0.0% Q4 2025 Feb 11, 2026
Focus Partners Wealth History New 800 220 0.0% 361 +800 New Q4 2025 Feb 13, 2026
Glenview Trust Co History No change 800 220 0.0% 0.0% 362 0 0.0% Q4 2025 Feb 09, 2026
Ransom Advisory, Ltd History No change 800 220 0.09% 0.1% 363 0 0.0% Q4 2025 Jan 06, 2026
Cresset Asset Management, LLC History Reduced 793 218 0.0% 0.0% 364 -10 -1.25% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 748 206 0.01% 0.01% 365 0 0.0% Q4 2025 Feb 09, 2026
HALL LAURIE J TRUSTEE History New 740 204 0.07% 366 +740 New Q4 2025 Jan 20, 2026
Longboard Asset Management, LP History No change 736 203 1.29% 0.33% 367 0 0.0% Q4 2025 Jan 16, 2026
Livforsakringsbolaget Skandia, Omsesidigt History New 700 193 0.01% 368 +700 New Q4 2025 Feb 11, 2026
CENTAURUS FINANCIAL, INC. History No change 680 188 0.01% 0.01% 369 0 0.0% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 675 186 0.0% 0.0% 370 +185 37.76% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 659 181 0.0% 0.0% 371 +143 27.71% Q4 2025 Feb 06, 2026
Kestra Advisory Services, LLC History New 650 179 0.0% 372 +650 New Q4 2025 Feb 13, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 648 178 0.08% 0.08% 373 +34 5.54% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History Reduced 629 173 0.01% 0.03% 374 -1,999 -76.07% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 623 171 0.01% 0.01% 375 +88 16.45% Q4 2025 Feb 06, 2026
Curat Global, LLC History No change 600 165 0.18% 0.16% 376 0 0.0% Q4 2025 Feb 06, 2026
Hanson & Doremus Investment Management History No change 573 158 0.02% 0.02% 377 0 0.0% Q4 2025 Jan 20, 2026
LRI Investments, LLC History No change 556 153 0.01% 0.01% 378 0 0.0% Q4 2025 Feb 04, 2026
FINANCIAL CONSULATE, INC History Added to 550 151 0.02% 0.02% 379 +100 22.22% Q4 2025 Jan 22, 2026
Bayforest Capital Ltd History Reduced 540 149 0.11% 0.22% 380 -1,135 -67.76% Q4 2025 Jan 27, 2026
LSV ASSET MANAGEMENT History No change 500 138 0.0% 0.0% 381 0 0.0% Q4 2025 Feb 06, 2026
Kimelman & Baird, LLC History No change 500 138 0.01% 0.01% 382 0 0.0% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 461 127 0.0% 0.0% 383 -68 -12.85% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 459 126 0.0% 384 +459 New Q4 2025 Feb 05, 2026
Versant Capital Management, Inc History Added to 429 118 0.01% 0.02% 385 +31 7.79% Q4 2025 Jan 08, 2026
Parallel Advisors, LLC History Added to 392 108 0.0% 0.0% 386 +126 47.37% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 380 104 0.0% 0.0% 387 -137 -26.5% Q4 2025 Jan 15, 2026
Farther Finance Advisors, LLC History Added to 378 104 0.0% 0.0% 388 +49 14.89% Q4 2025 Jan 23, 2026
IFP Advisors, Inc History Reduced 349 96 0.0% 0.0% 389 -24 -6.43% Q4 2025 Feb 06, 2026
Reyes Financial Architecture, Inc. History Reduced 347 95 0.06% 0.07% 390 -3 -0.86% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 330 93 0.0% 0.0% 391 0 0.0% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History Reduced 330 91 0.0% 0.0% 392 -5 -1.49% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 322 88 0.0% 0.0% 393 +64 24.81% Q4 2025 Jan 05, 2026
DANSKE BANK A/S History No change 300 82 0.0% 0.0% 394 0 0.0% Q4 2025 Feb 02, 2026
Greenline Wealth Management LLC History New 272 75 0.08% 395 +272 New Q4 2025 Feb 13, 2026
Covestor Ltd History Reduced 252 70 0.04% 0.04% 396 -7 -2.7% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Reduced 246 67 0.0% 0.0% 397 -24 -8.89% Q4 2025 Feb 02, 2026
CENTRAL TRUST Co History No change 225 62 0.0% 0.0% 398 0 0.0% Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Reduced 204 56 0.0% 0.0% 399 -5 -2.39% Q4 2025 Feb 09, 2026
AdvisorNet Financial, Inc History No change 200 55 0.0% 0.0% 400 0 0.0% Q4 2025 Jan 20, 2026
Smartleaf Asset Management LLC History Added to 190 53 0.0% 0.0% 401 +108 131.71% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 180 49 0.0% 0.0% 402 +113 168.66% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 150 41 0.0% 0.0% 403 +29 23.97% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 145 40 0.0% 0.0% 404 -146 -50.17% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 144 39 0.0% 0.0% 405 -6 -4.0% Q4 2025 Feb 10, 2026
Manchester Capital Management LLC History Reduced 118 32 0.0% 0.14% 406 -3,713 -96.92% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 113 31 0.0% 0.0% 407 +20 21.51% Q4 2025 Jan 20, 2026
Kemnay Advisory Services Inc. History New 105 28 0.0% 410 +105 New Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 105 28 0.0% 0.0% 408 +43 69.35% Q4 2025 Feb 09, 2026
WEXFORD CAPITAL LP History Added to 105 28 0.01% 0.0% 409 +11 11.7% Q4 2025 Feb 13, 2026
Acumen Wealth Advisors, LLC History New 100 27 0.01% 413 +100 New Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 100 27 0.0% 0.0% 411 0 0.0% Q4 2025 Feb 10, 2026
MTM Investment Management, LLC History No change 100 27 0.01% 0.01% 412 0 0.0% Q4 2025 Feb 09, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 91 25 0.01% 0.01% 415 +21 30.0% Q4 2025 Jan 22, 2026
Larson Financial Group LLC History Added to 91 25 0.0% 0.0% 414 +3 3.41% Q4 2025 Feb 06, 2026
Leonteq Securities AG History Added to 80 22 0.0% 0.0% 417 +17 26.98% Q4 2025 Feb 06, 2026
Root Financial Partners, LLC History Added to 81 22 0.0% 0.0% 418 +10 14.08% Q4 2025 Feb 10, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 81 22 0.0% 0.0% 416 -1 -1.22% Q4 2025 Jan 20, 2026
Blue Trust, Inc. History Reduced 70 19 0.0% 0.0% 419 -1 -1.41% Q4 2025 Jan 16, 2026
Banque Cantonale Vaudoise History No change 67 18 0.0% 0.0% 420 0 0.0% Q4 2025 Feb 06, 2026
Quarry LP History Reduced 65 17 0.0% 0.01% 421 -25 -27.78% Q4 2025 Feb 13, 2026
Dogwood Wealth Management LLC History No change 59 16 0.01% 0.01% 422 0 0.0% Q4 2025 Feb 04, 2026
Signature Equity Partners, LLC History New 57 15 0.01% 423 +57 New Q4 2025 Feb 17, 2026
NATIXIS History Reduced 53 14 0.0% 0.0% 424 -65 -55.08% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 53 14 0.0% 0.0% 425 +25 89.29% Q4 2025 Jan 23, 2026
Private Wealth Management Group, LLC History No change 52 14 0.0% 0.0% 426 0 0.0% Q4 2025 Jan 23, 2026
Community Bank, N.A. History No change 50 13 0.0% 0.0% 427 0 0.0% Q4 2025 Feb 04, 2026
Geneos Wealth Management Inc. History Reduced 45 12 0.0% 0.0% 428 -22 -32.84% Q4 2025 Jan 28, 2026
Inspire Investing, LLC History New 42 11 0.0% 430 +42 New Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History No change 40 11 0.0% 0.0% 429 0 0.0% Q4 2025 Feb 26, 2026
True Wealth Design, LLC History Reduced 39 10 0.0% 0.0% 432 -1 -2.5% Q4 2025 Jan 08, 2026
Pacific Center for Financial Services History No change 36 10 0.0% 0.0% 431 0 0.0% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 34 9 0.0% 0.01% 433 -1,525 -97.82% Q4 2025 Feb 13, 2026
IAG Wealth Partners, LLC History No change 35 9 0.0% 0.0% 434 0 0.0% Q4 2025 Feb 10, 2026
Costello Asset Management, INC History Reduced 30 8 0.0% 0.01% 436 -30 -50.0% Q4 2025 Feb 03, 2026
Hillsdale Investment Management Inc. History Added to 30 8 0.0% 0.0% 435 +5 20.0% Q4 2025 Feb 10, 2026
Elyxium Wealth, LLC History New 28 7 0.0% 441 +28 New Q4 2025 Feb 05, 2026
First Pacific Financial History Added to 28 7 0.0% 0.0% 438 +8 40.0% Q4 2025 Jan 16, 2026
JFS WEALTH ADVISORS, LLC History Added to 28 7 0.0% 0.0% 437 +7 33.33% Q4 2025 Jan 14, 2026
Bare Financial Services, Inc History No change 27 7 0.0% 0.0% 439 0 0.0% Q4 2025 Feb 06, 2026
Quest 10 Wealth Builders, Inc. History No change 27 7 0.01% 0.01% 440 0 0.0% Q4 2025 Jan 29, 2026
Spire Wealth Management History New 25 6 0.0% 444 +25 New Q4 2025 Jan 14, 2026
TD Waterhouse Canada Inc. History New 24 6 0.0% 445 +24 New Q4 2025 Jan 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 24 6 0.0% 0.0% 443 +1 4.35% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO History No change 22 6 0.0% 0.0% 442 0 0.0% Q4 2025 Jan 26, 2026
Keating Financial Advisory Services, Inc. History New 18 4 0.0% 450 +18 New Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History New 17 4 0.0% 449 +17 New Q4 2025 Feb 13, 2026
EASTERN BANK History New 16 4 0.0% 447 +16 New Q4 2025 Jan 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 17 4 0.0% 0.0% 446 -1 -5.56% Q4 2025 Jan 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 17 4 0.0% 0.0% 448 0 0.0% Q4 2025 Feb 03, 2026
Ares Financial Consulting, LLC History New 12 3 0.0% 455 +12 New Q4 2025 Jan 30, 2026
Fortitude Family Office, LLC History Added to 12 3 0.0% 0.0% 454 +2 20.0% Q4 2025 Jan 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 11 3 0.0% 0.0% 451 +1 10.0% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History No change 13 3 0.0% 0.0% 452 0 0.0% Q4 2025 Feb 18, 2026
Bell Investment Advisors, Inc History No change 11 3 0.0% 0.0% 453 0 0.0% Q4 2025 Feb 24, 2026
High Note Wealth, LLC History Added to 8 2 0.0% 0.0% 458 +1 14.29% Q4 2025 Feb 05, 2026
Steigerwald, Gordon & Koch Inc. History No change 10 2 0.0% 0.0% 456 0 0.0% Q4 2025 Jan 23, 2026
Vermillion Wealth Management, Inc. History No change 8 2 0.0% 0.0% 457 0 0.0% Q4 2025 Feb 11, 2026
Valued Wealth Advisors LLC History No change 10 2 0.0% 0.0% 459 0 0.0% Q4 2025 Jan 30, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 6 1 0.0% 461 +6 New Q4 2025 Feb 12, 2026
Cornerstone Financial Management LLC History New 4 1 0.0% 467 +4 New Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 5 1 0.0% 0.0% 463 -1 -16.67% Q4 2025 Feb 03, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 5 1 0.0% 0.0% 460 0 0.0% Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History No change 6 1 0.0% 0.0% 462 0 0.0% Q4 2025 Jan 21, 2026
DiNuzzo Private Wealth, Inc. History No change 6 1 0.0% 0.0% 464 0 0.0% Q4 2025 Jan 16, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 5 1 0.0% 0.0% 465 0 0.0% Q4 2025 Jan 15, 2026
Rialto Wealth Management, LLC History No change 5 1 0.0% 0.0% 466 0 0.0% Q4 2025 Jan 12, 2026
Woodline Partners LP History Closed out 0 0 0.06% -42,687 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.08% -28,758 -100.0% Q3 2025 Nov 13, 2025
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -22,970 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.1% -6,598 -100.0% Q3 2025 Nov 14, 2025
Tidal Investments LLC History Closed out 0 0 0.0% -4,615 -100.0% Q3 2025 Nov 14, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -3,187 -100.0% Q3 2025 Nov 12, 2025
Weiss Asset Management LP History Closed out 0 0 0.25% -2,580 -100.0% Q3 2025 Feb 17, 2026
LOCUST WOOD CAPITAL ADVISERS, LLC History Closed out 0 0 0.02% -2,430 -100.0% Q3 2025 Oct 30, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.04% -1,883 -100.0% Q3 2025 Nov 14, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -1,662 -100.0% Q3 2025 Nov 13, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.07% -1,608 -100.0% Q3 2025 Nov 12, 2025
FIDUCIARY TRUST CO History Closed out 0 0 0.0% -1,225 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.05% -1,218 -100.0% Q3 2025 Nov 14, 2025
Scientech Research LLC History Closed out 0 0 0.12% -1,187 -100.0% Q3 2025 Nov 14, 2025
Voleon Capital Management LP History Closed out 0 0 0.01% -1,059 -100.0% Q3 2025 Nov 14, 2025
BROWN ADVISORY INC History Closed out 0 0 0.0% -1,044 -100.0% Q3 2025 Nov 14, 2025
Mayfair Advisory Group, LLC History Closed out 0 0 0.11% -932 -100.0% Q3 2025 Oct 21, 2025
Balboa Wealth Partners History Closed out 0 0 0.04% -748 -100.0% Q3 2025 Nov 06, 2025
Ritter Daniher Financial Advisory LLC / DE History Closed out 0 0 0.04% -731 -100.0% Q3 2025 Nov 03, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -188 -100.0% Q3 2025 Nov 12, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -141 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -104 -100.0% Q3 2025 Nov 18, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -97 -100.0% Q3 2025 Oct 08, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -96 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -93 -100.0% Q3 2025 Nov 12, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.01% -53 -100.0% Q3 2025 Nov 19, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -10 -100.0% Q3 2025 Nov 13, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -6 -100.0% Q3 2025 Nov 03, 2025
Marquette Asset Management, LLC History Closed out 0 0 0.0% -5 -100.0% Q3 2025 Oct 24, 2025
Physician Wealth Advisors, Inc. History Reduced 3 0 0.0% -3 -50.0% Q4 2025 Jan 29, 2026
USA FINANCIAL FORMULAS History New 2 0 +2 New Q4 2025 Jan 14, 2026
Quent Capital, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Key Capital Management, INC History New 2 0 +2 New Q4 2025 Jan 26, 2026
TORONTO DOMINION BANK History New 1 0 +1 New Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Rossby Financial, LCC History New 1 0 +1 New Q4 2025 Feb 12, 2026
Godfrey Financial Associates, Inc. History New 1 0 +1 New Q4 2025 Feb 10, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 -1 -100.0% Q3 2025 Nov 12, 2025
Retirement Wealth Solutions LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 08, 2025
Quaker Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Jan 28, 2026
Bay Harbor Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Feb 02, 2026
Prestige Wealth Management Group LLC History No change 3 0 0 0.0% Q4 2025 Feb 11, 2026
CVA Family Office, LLC History No change 3 0 0 0.0% Q4 2025 Jan 12, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
SJS Investment Consulting Inc. History No change 3 0 0 0.0% Q4 2025 Jan 21, 2026
American Capital Advisory, LLC History No change 1 0 0 0.0% Q4 2025 Jan 30, 2026
HFM Investment Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 05, 2026