YORK WATER CO - YORW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 27 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,873,122 | 59,640 | 0.0% | 0.0% | 1 | +47,012 | 2.57% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,081,959 | 34,449 | 0.0% | 0.0% | 2 | +20,784 | 1.96% | Q4 2025 | Jan 29, 2026 |
| Zimmer Partners, LP | History | Reduced | 741,849 | 23,620 | 0.62% | 0.5% | 3 | -15,774 | -2.08% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 642,716 | 20,464 | 0.0% | 0.0% | 4 | +459,067 | 249.97% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 393,352 | 12,524 | 0.0% | 0.0% | 5 | +13,660 | 3.6% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 351,054 | 11,180 | 0.0% | 0.0% | 6 | -4,759 | -1.34% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 335,018 | 10,742 | 0.0% | 0.0% | 7 | +7,196 | 2.2% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 300,429 | 9,566 | 0.0% | 0.0% | 8 | -20,864 | -6.49% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 239,813 | 7,635 | 0.0% | 0.0% | 9 | +45,377 | 23.34% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 181,341 | 5,773 | 0.01% | 0.01% | 10 | -21,621 | -10.65% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 154,490 | 4,918 | 0.0% | 0.0% | 11 | +68,429 | 79.51% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Added to | 144,360 | 4,596 | 0.0% | 0.0% | 12 | +32,137 | 28.64% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 133,643 | 4,255 | 0.03% | — | 13 | +133,643 | New | Q4 2025 | Feb 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 118,467 | 3,771 | 0.0% | 0.0% | 14 | -3,301 | -2.71% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 116,985 | 3,724 | 0.01% | 0.01% | 15 | -14,596 | -11.09% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 115,801 | 3,687 | 0.0% | 0.0% | 16 | -7,329 | -5.95% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 112,836 | 3,592 | 0.01% | 0.01% | 17 | -105,900 | -48.41% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 108,245 | 3,446 | 0.0% | 0.0% | 18 | +20,371 | 23.18% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 97,941 | 3,118 | 0.0% | 0.0% | 19 | -14,319 | -12.76% | Q4 2025 | Feb 19, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 89,386 | 2,846 | 0.23% | 0.22% | 20 | -5,226 | -5.52% | Q4 2025 | Feb 09, 2026 |
| CenterBook Partners LP | History | Added to | 88,060 | 2,803 | 0.14% | 0.05% | 21 | +53,677 | 156.11% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 82,029 | 2,611 | 0.01% | 0.01% | 22 | +9,003 | 12.33% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 65,527 | 2,086 | 0.0% | 0.0% | 23 | +21,545 | 48.99% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 62,113 | 1,977 | 0.0% | 0.0% | 24 | +5,255 | 9.24% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 50,746 | 1,615 | 0.0% | 0.0% | 25 | +22,850 | 81.91% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 46,692 | 1,486 | 0.0% | 0.0% | 26 | +5,636 | 13.73% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 44,579 | 1,419 | 0.0% | 0.0% | 27 | +6,242 | 16.28% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 43,500 | 1,385 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 41,088 | 1,308 | 0.0% | 0.0% | 29 | +3,327 | 8.81% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 38,810 | 1,235 | 0.0% | 0.0% | 30 | -1,874 | -4.61% | Q4 2025 | Jan 29, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | New | 37,050 | 1,179 | 0.16% | — | 31 | +37,050 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 35,691 | 1,136 | 0.0% | 0.0% | 32 | +16,292 | 83.98% | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | Reduced | 32,670 | 1,040 | 0.72% | 0.68% | 33 | -3,490 | -9.65% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 32,157 | 1,023 | 0.0% | 0.0% | 34 | +13,430 | 71.71% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 28,438 | 905 | 0.0% | 0.0% | 35 | +12,057 | 73.6% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 28,000 | 891 | 0.06% | 0.05% | 36 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,071 | 734 | 0.0% | 0.0% | 37 | +526 | 2.33% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 22,544 | 717 | 0.0% | 0.0% | 38 | +2,212 | 10.88% | Q4 2025 | Feb 13, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 21,397 | 681 | 0.3% | 0.31% | 39 | -1,096 | -4.87% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 19,751 | 628 | 0.0% | — | 40 | +19,751 | New | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 19,244 | 612 | 0.0% | 0.0% | 41 | -2,169 | -10.13% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 18,983 | 604 | 0.0% | 0.0% | 42 | -31,404 | -62.33% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 18,853 | 600 | 0.0% | 0.0% | 43 | +9,733 | 106.72% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 18,171 | 578 | 0.01% | 0.01% | 44 | +5,647 | 45.09% | Q4 2025 | Feb 03, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 16,400 | 525 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | No change | 16,092 | 512 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 15,941 | 507 | 0.0% | 0.0% | 47 | +2,723 | 20.6% | Q4 2025 | Jan 26, 2026 |
| Inspire Investing, LLC | History | Reduced | 14,699 | 468 | 0.04% | 0.04% | 48 | -188 | -1.26% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 14,537 | 462 | 0.03% | 0.04% | 49 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| RKL Wealth Management LLC | History | Reduced | 13,756 | 437 | 0.04% | 0.04% | 50 | -713 | -4.93% | Q4 2025 | Feb 12, 2026 |
| Sageworth Trust Co | History | No change | 13,657 | 434 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 13,325 | 424 | 0.03% | 0.03% | 52 | -750 | -5.33% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,881 | 410 | 0.0% | 0.0% | 53 | +19 | 0.15% | Q4 2025 | Jan 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,892 | 410 | 0.01% | 0.01% | 54 | +2 | 0.02% | Q4 2025 | Feb 06, 2026 |
| INCEPTIONR LLC | History | New | 12,398 | 394 | 0.11% | — | 55 | +12,398 | New | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 12,300 | 391 | 0.0% | 0.0% | 56 | -49,500 | -80.1% | Q4 2025 | Feb 17, 2026 |
| Odyssean, LLC | History | New | 12,300 | 391 | 0.28% | — | 57 | +12,300 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 12,176 | 388 | 0.0% | 0.0% | 58 | +3,163 | 35.09% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 11,580 | 368 | 0.0% | 0.0% | 59 | -1,000 | -7.95% | Q4 2025 | Feb 17, 2026 |
| ELCO Management Co., LLC | History | Added to | 11,401 | 363 | 0.23% | 0.14% | 60 | +2,536 | 28.61% | Q4 2025 | Feb 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,050 | 351 | 0.0% | 0.0% | 61 | +403 | 3.79% | Q4 2025 | Feb 17, 2026 |
| Cullen Capital Management, LLC | History | Added to | 10,868 | 346 | 0.0% | 0.0% | 62 | +393 | 3.75% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,708 | 340 | 0.0% | 0.0% | 63 | -5,937 | -35.67% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,676 | 340 | 0.0% | 0.0% | 64 | +487 | 4.78% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 10,339 | 329 | 0.0% | 0.0% | 65 | -243 | -2.3% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,669 | 307 | 0.0% | 0.0% | 66 | +1,938 | 25.07% | Q4 2025 | Feb 18, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 9,471 | 301 | 0.07% | 0.07% | 67 | +1 | 0.01% | Q4 2025 | Jan 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 9,063 | 288 | 0.0% | 0.0% | 68 | +583 | 6.88% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 9,027 | 287 | 0.01% | 0.01% | 69 | +22 | 0.24% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,934 | 282 | 0.0% | 0.0% | 70 | +1,602 | 21.85% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | New | 8,753 | 278 | 0.0% | — | 71 | +8,753 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,673 | 276 | 0.0% | 0.0% | 72 | -203 | -2.29% | Q4 2025 | Feb 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 8,609 | 275 | 0.0% | 0.0% | 73 | +1,035 | 13.67% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,495 | 270 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 8,300 | 264 | 0.0% | — | 75 | +8,300 | New | Q4 2025 | Jan 16, 2026 |
| Cetera Investment Advisers | History | New | 8,235 | 262 | 0.0% | — | 76 | +8,235 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,100 | 257 | 0.0% | 0.0% | 77 | -5,772 | -41.61% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 7,885 | 252 | 0.01% | — | 78 | +7,885 | New | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 7,816 | 249 | 0.0% | 0.0% | 80 | +647 | 9.02% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,821 | 249 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 7,748 | 246 | 0.0% | 0.0% | 81 | +1,079 | 16.18% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 7,729 | 246 | 0.1% | 0.1% | 82 | -514 | -6.24% | Q4 2025 | Jan 28, 2026 |
| Midwest Trust Co | History | Reduced | 7,651 | 243 | 0.0% | 0.0% | 83 | -165 | -2.11% | Q4 2025 | Feb 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 7,222 | 229 | 0.01% | 0.0% | 84 | +2,847 | 65.07% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 7,122 | 226 | 0.0% | — | 85 | +7,122 | New | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | New | 6,813 | 221 | 0.01% | — | 86 | +6,813 | New | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | New | 6,761 | 215 | 0.01% | — | 87 | +6,761 | New | Q4 2025 | Feb 04, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 6,659 | 212 | 0.01% | 0.02% | 88 | -13,954 | -67.7% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 6,634 | 211 | 0.0% | — | 89 | +6,634 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,166 | 196 | 0.0% | — | 90 | +6,166 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,066 | 193 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,539 | 176 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 5,026 | 160 | 0.0% | 0.0% | 93 | -3,074 | -37.95% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 3,928 | 125 | 0.0% | 0.0% | 94 | -5,110 | -56.54% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,657 | 116 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,429 | 109 | 0.0% | 0.0% | 96 | -685 | -16.65% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,142 | 100 | 0.0% | 0.0% | 97 | -2,527 | -44.58% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,698 | 85 | 0.0% | 0.0% | 98 | +1,519 | 128.84% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,252 | 70 | 0.0% | 0.0% | 99 | +1,816 | 416.51% | Q4 2025 | Jan 23, 2026 |
| Costello Asset Management, INC | History | Reduced | 2,227 | 70 | 0.02% | 0.02% | 100 | -132 | -5.6% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,118 | 67 | 0.0% | — | 101 | +2,118 | New | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,073 | 66 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,904 | 60 | 0.0% | 0.0% | 103 | -273 | -12.54% | Q4 2025 | Jan 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,870 | 59 | 0.0% | 0.0% | 104 | -316 | -14.46% | Q4 2025 | Jan 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,792 | 57 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Reduced | 1,637 | 52 | 0.0% | 0.0% | 106 | -510 | -23.75% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,547 | 49 | 0.0% | 0.0% | 107 | +4 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,406 | 44 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,367 | 43 | 0.0% | 0.0% | 109 | +928 | 211.39% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,148 | 36 | 0.0% | 0.0% | 111 | +441 | 62.38% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,141 | 36 | 0.0% | 0.0% | 110 | +219 | 23.75% | Q4 2025 | Jan 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 888 | 28 | 0.0% | 0.0% | 112 | -10 | -1.11% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 861 | 27 | 0.0% | 0.0% | 113 | +148 | 20.76% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 799 | 25 | 0.0% | 0.0% | 114 | +443 | 124.44% | Q4 2025 | Jan 30, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 800 | 25 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 715 | 22 | 0.0% | 0.0% | 116 | -128 | -15.18% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | New | 600 | 19 | 0.0% | — | 119 | +600 | New | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 613 | 19 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 600 | 19 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 585 | 18 | 0.0% | 0.0% | 120 | -292 | -33.3% | Q4 2025 | Feb 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 500 | 15 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 453 | 14 | 0.0% | 0.0% | 122 | -44 | -8.85% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 437 | 13 | 0.0% | — | 123 | +437 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 382 | 12 | 0.0% | 0.0% | 124 | -262 | -40.68% | Q4 2025 | Jan 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 375 | 11 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 340 | 10 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 300 | 9 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 288 | 9 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 274 | 8 | 0.0% | — | 129 | +274 | New | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 218 | 7 | 0.0% | 0.0% | 131 | +133 | 156.47% | Q4 2025 | Feb 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 250 | 7 | 0.0% | 0.0% | 130 | -45 | -15.25% | Q4 2025 | Jan 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 218 | 6 | 0.0% | — | 132 | +218 | New | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 190 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Optiver Holding B.V. | History | New | 170 | 5 | 0.0% | — | 134 | +170 | New | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 170 | 5 | 0.0% | 0.0% | 136 | -32 | -15.84% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 167 | 5 | 0.0% | 0.0% | 135 | -18 | -9.73% | Q4 2025 | Jan 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 113 | 4 | 0.0% | 0.0% | 137 | -2 | -1.74% | Q4 2025 | Jan 20, 2026 |
| Eukles Asset Management | History | No change | 150 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 128 | 3 | 0.0% | — | 139 | +128 | New | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthCollab, LLC | History | New | 69 | 2 | 0.0% | — | 144 | +69 | New | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 75 | 2 | 0.0% | 0.0% | 143 | +31 | 70.45% | Q4 2025 | Jan 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 78 | 2 | 0.0% | 0.0% | 142 | +28 | 56.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 83 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 145 | -250 | -86.81% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 35 | 1 | 0.0% | 0.0% | 146 | -34 | -49.28% | Q4 2025 | Feb 06, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,596 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,914 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 1.24% | — | -21,000 | -100.0% | Q3 2025 | Dec 03, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,156 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,609 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,120 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -13,047 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,968 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -8,606 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,731 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,769 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,673 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,447 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,018 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -561 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -529 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -497 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -94 | -85.45% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -90 | -97.83% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -15 | -93.75% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 20 | 0 | — | — | — | -11 | -35.48% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Physician Wealth Advisors, Inc. | History | Reduced | 30 | 0 | — | 0.0% | — | -9 | -23.08% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 15 | 0 | — | — | — | +2 | 15.38% | Q4 2025 | Feb 20, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AlphaQuest LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |