GULFPORT ENERGY CORP - GPOR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Silver Point Capital L.P. History Reduced 3,450,655 717,701 32.34% 35.15% 1 -290,035 -7.75% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 1,157,381 240,723 0.0% 0.0% 2 +19,416 1.71% Q4 2025 Feb 12, 2026
FMR LLC History Added to 1,072,168 223,000 0.01% 0.01% 3 +31,278 3.0% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 1,047,130 217,792 0.0% 0.0% 4 -31,249 -2.9% Q4 2025 Jan 29, 2026
JENNISON ASSOCIATES LLC History Added to 671,483 139,661 0.08% 0.06% 5 +83,613 14.22% Q4 2025 Jan 30, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 595,613 123,892 0.03% 0.02% 6 +34,716 6.19% Q4 2025 Feb 12, 2026
STATE STREET CORP History Reduced 567,507 118,035 0.0% 0.0% 7 -18,369 -3.14% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 527,393 109,692 0.06% 0.04% 8 +176,386 50.25% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 488,166 101,534 0.15% 9 +488,166 New Q4 2025 Feb 17, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 446,227 92,810 0.14% 0.13% 10 -13,011 -2.83% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 439,559 91,423 0.02% 0.02% 11 -285,744 -39.4% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 409,882 85,251 0.01% 0.0% 12 -22,886 -5.29% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 367,429 76,438 0.0% 0.0% 13 +3,853 1.06% Q4 2025 Feb 09, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 353,249 73,472 0.04% 0.04% 14 +39,365 12.54% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 350,611 72,923 0.04% 0.03% 15 +2,749 0.79% Q4 2025 Feb 02, 2026
Gemsstock Ltd. History Added to 337,349 70,165 8.84% 7.01% 16 +149,175 79.28% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 325,906 67,785 0.03% 0.03% 17 -100,128 -23.5% Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 252,194 52,453 0.43% 0.41% 18 -64,701 -20.42% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 228,962 47,621 0.01% 0.01% 19 +19,898 9.52% Q4 2025 Feb 13, 2026
WHITEBOX ADVISORS LLC History Reduced 224,627 46,720 0.66% 0.77% 20 -50,000 -18.21% Q4 2025 Feb 17, 2026
Palo Duro Investment Partners, LP History Reduced 222,601 46,298 13.89% 16.09% 21 -57,718 -20.59% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 214,574 44,615 0.02% 0.02% 22 +4,854 2.31% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 208,323 43,329 0.01% 0.01% 23 +28,302 15.72% Q4 2025 Feb 17, 2026
Ninepoint Partners LP History New 200,000 41,598 4.6% 24 +200,000 New Q4 2025 Feb 17, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 192,340 40,004 0.11% 0.1% 25 -19,805 -9.34% Q4 2025 Feb 09, 2026
Global Alpha Capital Management Ltd. History Added to 191,991 39,932 2.44% 1.68% 26 +29,631 18.25% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Reduced 165,257 34,371 0.03% 0.03% 27 -23,273 -12.34% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 154,723 32,180 0.0% 0.0% 28 +8,432 5.76% Q4 2025 Mar 25, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Reduced 154,700 32,176 0.22% 0.3% 29 -73,474 -32.2% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 148,555 31,590 0.04% 0.04% 30 -14,680 -8.99% Q4 2025 Feb 18, 2026
GOLDENTREE ASSET MANAGEMENT LP History Reduced 151,096 31,426 1.7% 23.24% 31 -95,700 -38.78% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 135,349 28,151 0.0% 0.0% 32 -6,539 -4.61% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 134,462 27,966 0.01% 0.01% 33 +24,538 22.32% Q4 2025 Feb 17, 2026
First Pacific Advisors, LP History Reduced 127,434 26,504 0.35% 0.43% 34 -44,378 -25.83% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 124,956 25,990 0.0% 0.0% 35 +1,350 1.09% Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History Added to 124,304 25,855 0.22% 0.18% 36 +10,113 8.86% Q4 2025 Feb 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 123,934 25,777 0.01% 0.0% 37 +109,738 773.02% Q4 2025 Feb 13, 2026
Bridgewater Associates, LP History Reduced 114,170 23,746 0.09% 0.1% 38 -32,803 -22.32% Q4 2025 Feb 13, 2026
T. Rowe Price Investment Management, Inc. History Reduced 111,909 23,276 0.01% 0.04% 39 -215,694 -65.84% Q4 2025 Feb 19, 2026
Qube Research & Technologies Ltd History Reduced 109,375 22,748 0.02% 0.04% 40 -79,549 -42.11% Q4 2025 Feb 17, 2026
LSP Investment Advisors, LLC History Added to 109,100 22,691 12.07% 5.1% 41 +62,200 132.62% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 108,889 22,647 0.12% 0.1% 42 +7,962 7.89% Q4 2025 Jan 13, 2026
MACKAY SHIELDS LLC History Reduced 108,592 22,586 0.79% 0.81% 43 -22,364 -17.08% Q4 2025 Jan 29, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 105,866 22,361 0.01% 0.01% 44 -3,313 -3.03% Q4 2025 Feb 18, 2026
AMERIPRISE FINANCIAL INC History Reduced 102,297 21,276 0.0% 0.0% 45 -6,852 -6.28% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 101,233 21,055 0.0% 0.0% 46 +17,629 21.09% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 100,588 20,921 0.0% 0.0% 47 +2,545 2.6% Q4 2025 Feb 17, 2026
Penn Capital Management Company, LLC History Reduced 96,798 20,183 1.61% 1.53% 48 -13,200 -12.0% Q4 2025 Feb 09, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 92,048 19,145 0.45% 0.38% 49 +5,309 6.12% Q4 2025 Feb 09, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 78,439 16,314 0.04% 0.05% 50 -17,300 -18.07% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 77,578 16,135 0.0% 0.0% 51 -57,830 -42.71% Q4 2025 Jan 29, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 70,812 15,087 0.01% 52 +70,812 New Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 69,459 14,446 0.0% 0.0% 53 +18,733 36.93% Q4 2025 Feb 19, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 65,802 13,686 0.02% 0.02% 54 -6,601 -9.12% Q4 2025 Feb 12, 2026
Lighthouse Investment Partners, LLC History Reduced 63,670 13,242 0.4% 0.41% 55 -11,330 -15.11% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 59,813 12,440 0.01% 0.01% 56 -1,918 -3.11% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 58,615 12,191 0.0% 0.0% 57 -55,099 -48.45% Q4 2025 Feb 13, 2026
SIR Capital Management, L.P. History Reduced 54,751 11,387 1.26% 1.52% 58 -38,784 -41.46% Q4 2025 Feb 13, 2026
Freestone Grove Partners LP History Reduced 53,769 11,183 0.08% 0.12% 59 -34,080 -38.79% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 50,506 10,504 0.0% 0.0% 60 -7,562 -13.02% Q4 2025 Feb 10, 2026
Stephens Investment Management Group LLC History Added to 49,964 10,392 0.14% 0.11% 61 +1,963 4.09% Q4 2025 Feb 05, 2026
Energy Income Partners, LLC History Reduced 49,794 10,356 0.19% 0.27% 62 -27,667 -35.72% Q4 2025 Feb 17, 2026
Man Group plc History Added to 47,185 9,814 0.02% 0.01% 63 +14,714 45.31% Q4 2025 Feb 17, 2026
BEACONLIGHT CAPITAL, LLC History Reduced 46,572 9,686 5.66% 4.43% 64 -3,078 -6.2% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 45,978 9,563 0.01% 0.01% 65 +9,902 27.45% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 45,896 9,546 0.02% 0.02% 66 -1,767 -3.71% Q4 2025 Feb 05, 2026
Steamboat Capital Partners, LLC History Reduced 45,553 9,474 2.6% 2.15% 67 -120 -0.26% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 45,333 9,428 0.01% 0.01% 68 -16,878 -27.13% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History Reduced 44,713 9,300 0.02% 0.03% 69 -23,392 -34.35% Q4 2025 Feb 06, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 44,368 9,233 0.01% 0.02% 70 -9,318 -17.36% Q4 2025 Jan 28, 2026
LORD, ABBETT & CO. LLC History Added to 43,436 9,034 0.03% 0.02% 71 +1,340 3.18% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 41,543 8,640 0.0% 0.0% 72 +2,040 5.16% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 40,121 8,344 0.0% 0.0% 73 +8,750 27.89% Q4 2025 Feb 17, 2026
Azarias Capital Management, L.P. History Reduced 38,273 7,960 3.48% 3.19% 74 -6,268 -14.07% Q4 2025 Jan 23, 2026
Nuveen, LLC History Reduced 35,797 7,445 0.0% 0.0% 75 -24,380 -40.51% Q4 2025 Feb 12, 2026
ARISTEIA CAPITAL, L.L.C. History Reduced 35,275 7,336 0.16% 0.22% 76 -17,465 -33.12% Q4 2025 Feb 17, 2026
CSM Advisors, LLC History Added to 34,313 7,137 0.19% 0.12% 77 +10,609 44.76% Q4 2025 Feb 11, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 32,073 6,670 0.05% 0.04% 78 -2,535 -7.32% Q4 2025 Jan 09, 2026
WELLS FARGO & COMPANY/MN History Added to 31,853 6,625 0.0% 0.0% 79 +6,797 27.13% Q4 2025 Feb 13, 2026
SummitTX Capital, L.P. History Added to 31,467 6,544 0.2% 0.2% 80 +4,426 16.37% Q4 2025 Feb 17, 2026
Swiss National Bank History No change 31,000 6,447 0.0% 0.0% 81 0 0.0% Q4 2025 Feb 12, 2026
PEAK6 LLC History Reduced 30,000 6,239 0.01% 0.01% 82 -2,500 -7.69% Q4 2025 Mar 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 29,953 6,229 0.01% 0.01% 83 +1,330 4.65% Q4 2025 Feb 17, 2026
Hodges Capital Management Inc. History Added to 29,140 6,060 0.52% 0.35% 84 +6,440 28.37% Q4 2025 Feb 11, 2026
HITE Hedge Asset Management LLC History Reduced 28,977 6,026 0.38% 2.45% 85 -220,648 -88.39% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 26,548 5,521 0.01% 0.01% 86 -15,494 -36.85% Q4 2025 Feb 17, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 25,276 5,257 0.16% 0.14% 87 -1,249 -4.71% Q4 2025 Jan 28, 2026
BOKF, NA History Added to 25,000 5,199 0.08% 0.04% 88 +10,000 66.67% Q4 2025 Feb 03, 2026
DC Investments Management, LLC History Added to 24,458 5,087 2.25% 1.76% 89 +1,027 4.38% Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History Added to 24,040 5,000 0.14% 0.0% 90 +24,000 60000.0% Q4 2025 Feb 10, 2026
VIKING FUND MANAGEMENT LLC History No change 24,000 4,991 0.58% 0.52% 91 0 0.0% Q4 2025 Jan 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 23,535 4,895 0.02% 0.02% 92 +102 0.44% Q4 2025 Feb 09, 2026
Rafferty Asset Management, LLC History Reduced 21,859 4,546 0.02% 0.01% 93 -1,569 -6.7% Q4 2025 Feb 13, 2026
MILLER HOWARD INVESTMENTS INC /NY History Reduced 20,989 4,365 0.13% 0.12% 94 -926 -4.23% Q4 2025 Jan 27, 2026
RICE HALL JAMES & ASSOCIATES, LLC History New 20,238 4,209 0.23% 95 +20,238 New Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History New 20,100 4,180 0.01% 96 +20,100 New Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 19,474 4,050 0.0% 0.0% 97 -3,148 -13.92% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 19,347 4,023 0.0% 0.0% 98 -653 -3.26% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 18,180 3,781 0.0% 0.0% 99 -2,160 -10.62% Q4 2025 Feb 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 17,914 3,725 0.17% 0.02% 100 +15,020 519.0% Q4 2025 Feb 17, 2026
Artemis Investment Management LLP History Reduced 17,256 3,589 0.04% 0.07% 101 -13,256 -43.45% Q4 2025 Feb 02, 2026
GeoSphere Capital Management, LLC History Reduced 17,000 3,535 1.16% 3.02% 102 -5,000 -22.73% Q4 2025 Feb 09, 2026
IEQ CAPITAL, LLC History Added to 16,001 3,328 0.01% 0.01% 103 +6,786 73.64% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 15,791 3,284 0.0% 0.0% 104 -823 -4.95% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 14,999 3,119 0.0% 0.0% 105 -526 -3.39% Q4 2025 Feb 17, 2026
Americana Partners, LLC History Reduced 14,446 3,004 0.08% 0.08% 106 -175 -1.2% Q4 2025 Feb 06, 2026
RR Advisors, LLC History No change 14,000 2,911 0.91% 0.6% 107 0 0.0% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Reduced 13,602 2,829 0.0% 0.0% 108 -60,133 -81.55% Q4 2025 Feb 11, 2026
Gotham Asset Management, LLC History Reduced 13,528 2,813 0.01% 0.01% 109 -3,430 -20.23% Q4 2025 Feb 17, 2026
TECTONIC ADVISORS LLC History Added to 12,324 2,563 0.14% 0.09% 110 +3,452 38.91% Q4 2025 Jan 23, 2026
Allspring Global Investments Holdings, LLC History New 12,018 2,477 0.0% 111 +12,018 New Q4 2025 Jan 15, 2026
SG Americas Securities, LLC History Added to 11,822 2,459 0.0% 0.0% 112 +5,698 93.04% Q4 2025 Jan 09, 2026
BW Gestao de Investimentos Ltda. History Added to 11,800 2,454 0.06% 0.03% 113 +7,489 173.72% Q4 2025 Feb 10, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Added to 11,698 2,433 0.02% 0.02% 114 +376 3.32% Q4 2025 Feb 13, 2026
Oliver Luxxe Assets LLC History Added to 11,576 2,407 0.37% 0.33% 115 +23 0.2% Q4 2025 Jan 08, 2026
MetLife Investment Management, LLC History Reduced 10,946 2,276 0.01% 0.01% 116 -365 -3.23% Q4 2025 Feb 12, 2026
Graham Capital Management, L.P. History New 10,858 2,258 0.05% 117 +10,858 New Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 10,201 2,121 0.01% 0.01% 118 -2,427 -19.22% Q4 2025 Jan 30, 2026
Coastal Bridge Advisors, LLC History No change 10,150 2,111 0.16% 0.14% 119 0 0.0% Q4 2025 Feb 18, 2026
CAXTON ASSOCIATES LLP History New 10,061 2,092 0.04% 120 +10,061 New Q4 2025 Feb 13, 2026
WESBANCO BANK INC History No change 9,900 2,059 0.06% 0.05% 121 0 0.0% Q4 2025 Feb 03, 2026
Assenagon Asset Management S.A. History Reduced 9,263 1,926 0.0% 0.02% 122 -52,958 -85.11% Q4 2025 Jan 09, 2026
Vestcor Inc History Reduced 8,915 1,854 0.05% 0.06% 123 -1,515 -14.53% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 8,479 1,763 0.0% 124 +8,479 New Q4 2025 Feb 13, 2026
L & S Advisors Inc History Added to 8,449 1,757 0.16% 0.13% 125 +1,080 14.66% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 8,262 1,725 0.0% 0.0% 126 +2,395 40.82% Q4 2025 Feb 13, 2026
Aventail Capital Group, LP History Reduced 8,079 1,680 0.1% 0.19% 127 -14,029 -63.46% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 7,971 1,657 0.0% 0.0% 128 +571 7.72% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Added to 7,804 1,623 0.09% 0.06% 129 +2,433 45.3% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 7,419 1,543 0.0% 0.0% 130 +1,183 18.97% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History Added to 7,391 1,537 0.01% 0.0% 131 +1,531 26.13% Q4 2025 Feb 12, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Reduced 7,200 1,495 0.06% 0.12% 133 -9,900 -57.89% Q4 2025 Feb 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 7,188 1,495 0.01% 0.01% 132 -5,179 -41.88% Q4 2025 Jan 28, 2026
FRANKLIN RESOURCES INC History Reduced 6,947 1,444 0.0% 0.0% 134 -4,542 -39.53% Q4 2025 Feb 11, 2026
Cerity Partners LLC History Added to 6,880 1,430 0.0% 0.0% 135 +2,353 51.98% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 6,839 1,422 0.0% 0.01% 136 -2,261 -24.85% Q4 2025 Feb 17, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 6,695 1,392 0.04% 0.03% 137 -80 -1.18% Q4 2025 Feb 13, 2026
Creative Planning History Added to 6,617 1,376 0.0% 0.0% 138 +3,543 115.26% Q4 2025 Feb 17, 2026
FOSTER & MOTLEY INC History Added to 6,552 1,363 0.07% 0.05% 139 +970 17.38% Q4 2025 Jan 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 6,339 1,318 0.0% 0.0% 140 -1,355 -17.61% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Reduced 5,853 1,217 0.03% 0.05% 141 -5,094 -46.53% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 5,814 1,209 0.0% 0.0% 142 +2,149 58.64% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 5,749 1,196 0.0% 143 +5,749 New Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 5,450 1,134 0.01% 0.01% 144 -3,287 -37.62% Q4 2025 Jan 29, 2026
Numerai GP LLC History Added to 5,277 1,097 0.13% 0.11% 145 +847 19.12% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 5,140 1,069 0.01% 0.01% 146 -815 -13.69% Q4 2025 Feb 10, 2026
North Star Investment Management Corp. History No change 4,900 1,019 0.06% 0.06% 147 0 0.0% Q4 2025 Jan 30, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 4,872 1,013 0.01% 0.02% 148 -12,900 -72.59% Q4 2025 Feb 02, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 4,524 940 0.02% 0.01% 149 +1,148 34.0% Q4 2025 Jan 27, 2026
Arizona State Retirement System History Reduced 4,416 918 0.0% 0.0% 150 -315 -6.66% Q4 2025 Jan 28, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 4,274 888 0.0% 151 +4,274 New Q4 2025 Feb 17, 2026
CSS LLC/IL History Reduced 4,267 887 0.04% 0.08% 152 -5,753 -57.42% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 4,222 878 0.01% 0.01% 153 -104 -2.4% Q4 2025 Feb 13, 2026
Aquatic Capital Management LLC History New 4,210 875 0.02% 154 +4,210 New Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 3,937 818 0.0% 0.0% 155 -2,729 -40.94% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 3,914 813 0.01% 0.0% 156 +3,202 449.72% Q4 2025 Jan 23, 2026
Campbell & CO Investment Adviser LLC History Reduced 3,869 804 0.04% 0.1% 157 -3,707 -48.93% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Reduced 3,829 796 0.0% 0.01% 158 -28,151 -88.03% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 3,795 789 0.01% 0.01% 159 -252 -6.23% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 3,750 779 0.01% 0.0% 160 +2,209 143.35% Q4 2025 Feb 17, 2026
Erste Asset Management GmbH History New 3,600 772 0.01% 161 +3,600 New Q4 2025 Feb 11, 2026
XTX Topco Ltd History Reduced 3,646 758 0.02% 0.04% 162 -132 -3.49% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History New 3,641 757 0.01% 163 +3,641 New Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 3,517 731 0.0% 0.01% 164 -25,297 -87.79% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 3,485 724 0.02% 0.02% 165 -600 -14.69% Q4 2025 Feb 04, 2026
KLP KAPITALFORVALTNING AS History Added to 3,400 707 0.0% 0.0% 166 +100 3.03% Q4 2025 Jan 28, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 3,319 690 0.0% 0.0% 167 0 0.0% Q4 2025 Jan 27, 2026
Corigliano Investment Advisers, LLC History Reduced 3,300 686 0.24% 3.89% 168 -63,352 -95.05% Q4 2025 Feb 17, 2026
denkapparat Operations GmbH History New 3,004 624 0.34% 169 +3,004 New Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Added to 2,959 615 0.0% 0.0% 170 +94 3.28% Q4 2025 Feb 03, 2026
LPL Financial LLC History Reduced 2,927 608 0.0% 0.0% 171 -1,118 -27.64% Q4 2025 Feb 11, 2026
ProShare Advisors LLC History Added to 2,913 605 0.0% 0.0% 172 +190 6.98% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 2,845 591 0.0% 0.0% 173 +1,440 102.49% Q4 2025 Feb 18, 2026
Cercano Management LLC History Reduced 2,819 586 0.02% 0.08% 174 -8,127 -74.25% Q4 2025 Feb 10, 2026
CITIGROUP INC History Reduced 2,765 575 0.0% 0.0% 175 -4,023 -59.27% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 2,740 569 0.0% 0.0% 176 0 0.0% Q4 2025 Feb 12, 2026
Resona Asset Management Co.,Ltd. History Reduced 2,734 568 0.0% 0.0% 177 -5 -0.18% Q4 2025 Feb 06, 2026
Quantbot Technologies LP History Added to 2,657 552 0.02% 0.01% 178 +643 31.93% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 2,852 523 0.0% 0.0% 179 +980 52.35% Q4 2025 Jan 08, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 2,514 522 0.01% 0.01% 180 +216 9.4% Q4 2025 Jan 16, 2026
Huber Capital Management LLC History No change 2,500 519 0.08% 0.07% 181 0 0.0% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History New 2,400 499 0.0% 182 +2,400 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 2,371 493 0.0% 0.0% 183 -348 -12.8% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 2,374 493 0.0% 0.0% 184 -153 -6.05% Q4 2025 Jan 29, 2026
Polymer Capital Management (US) LLC History Added to 2,353 489 0.05% 0.04% 185 +160 7.3% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 2,703 477 0.0% 0.0% 186 0 0.0% Q4 2025 Jan 28, 2026
Cetera Investment Advisers History Reduced 2,277 473 0.0% 0.0% 187 -373 -14.08% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 2,044 425 0.0% 0.0% 188 +856 72.05% Q4 2025 Feb 17, 2026
Massar Capital Management, LP History New 2,030 422 0.05% 189 +2,030 New Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Reduced 1,969 409 0.0% 0.03% 190 -34,229 -94.56% Q4 2025 Feb 09, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 1,950 405 0.0% 0.0% 191 -12 -0.61% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,929 401 0.0% 0.0% 192 +393 25.59% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 1,777 369 0.0% 193 +1,777 New Q4 2025 Feb 17, 2026
COMMERCE BANK History Reduced 1,681 349 0.0% 0.0% 194 -16 -0.94% Q4 2025 Feb 13, 2026
Round Rock Advisors LLC History New 1,656 344 0.05% 195 +1,656 New Q4 2025 Jan 27, 2026
Ashton Thomas Private Wealth, LLC History Added to 1,589 330 0.01% 0.01% 196 +50 3.25% Q4 2025 Jan 29, 2026
NorthCrest Asset Manangement, LLC History Added to 1,745 327 0.01% 0.01% 197 +198 12.8% Q4 2025 Jan 08, 2026
State of Tennessee, Department of Treasury History New 1,600 326 0.0% 198 +1,600 New Q4 2025 Feb 18, 2026
Verition Fund Management LLC History Reduced 1,548 321 0.0% 0.01% 199 -14,763 -90.51% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,534 319 0.0% 0.0% 200 -77 -4.78% Q4 2025 Feb 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 1,520 316 0.02% 0.02% 201 +409 36.81% Q4 2025 Feb 17, 2026
Hartree Partners, LP History Reduced 1,500 311 0.11% 0.12% 202 -500 -25.0% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 1,449 301 0.0% 0.0% 203 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 1,372 285 0.0% 0.0% 204 -1,868 -57.65% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History New 1,366 284 0.0% 205 +1,366 New Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 1,525 278 0.0% 0.0% 206 -553 -26.61% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Added to 1,320 274 0.0% 0.0% 207 +23 1.77% Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History No change 1,306 271 0.01% 0.01% 208 0 0.0% Q4 2025 Feb 11, 2026
Adams Wealth Management History No change 1,281 265 0.06% 0.05% 209 0 0.0% Q4 2025 Feb 18, 2026
CacheTech Inc. History No change 1,281 265 0.05% 0.05% 210 0 0.0% Q4 2025 Feb 18, 2026
Vident Advisory, LLC History Reduced 1,268 263 0.0% 0.0% 212 -51 -3.87% Q4 2025 Feb 18, 2026
FIDUCIARY TRUST CO History Reduced 1,269 263 0.0% 0.0% 211 -3 -0.24% Q4 2025 Feb 13, 2026
XPONANCE LLC History Reduced 1,237 257 0.0% 0.0% 213 -4 -0.32% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History New 1,171 243 0.0% 214 +1,171 New Q4 2025 Jan 26, 2026
CWA Asset Management Group, LLC History New 1,162 241 0.01% 215 +1,162 New Q4 2025 Jan 07, 2026
Focus Partners Advisor Solutions, LLC History New 1,162 241 0.0% 216 +1,162 New Q4 2025 Feb 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 1,156 240 0.0% 217 +1,156 New Q4 2025 Feb 10, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 1,122 233 0.05% 218 +1,122 New Q4 2025 Feb 13, 2026
NDVR, Inc. History Reduced 1,125 233 0.19% 0.19% 219 -112 -9.05% Q4 2025 Feb 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 1,117 232 0.0% 0.0% 221 -175 -13.54% Q4 2025 Jan 23, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 1,117 232 0.0% 0.0% 220 -61 -5.18% Q4 2025 Feb 02, 2026
MARSHALL WACE, LLP History New 1,100 228 0.0% 222 +1,100 New Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 1,054 219 0.0% 223 +1,054 New Q4 2025 Feb 12, 2026
GREAT LAKES ADVISORS, LLC History Reduced 1,043 216 0.0% 0.0% 224 -228 -17.94% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 1,036 215 0.0% 225 +1,036 New Q4 2025 Feb 18, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,002 208 0.0% 0.0% 226 -1,011 -50.22% Q4 2025 Feb 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History New 1,000 207 0.0% 227 +1,000 New Q4 2025 Feb 17, 2026
Atria Investments, Inc History New 983 204 0.0% 229 +983 New Q4 2025 Feb 05, 2026
WEXFORD CAPITAL LP History Reduced 984 204 0.04% 0.04% 228 -456 -31.67% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 943 196 0.0% 0.01% 230 -65 -6.45% Q4 2025 Feb 17, 2026
EMC Capital Management History Reduced 821 171 0.08% 0.08% 231 -145 -15.01% Q4 2025 Mar 09, 2026
Caitong International Asset Management Co., Ltd History Added to 812 168 0.04% 0.0% 232 +770 1833.33% Q4 2025 Mar 03, 2026
STRS OHIO History Reduced 800 166 0.0% 0.0% 233 -3,100 -79.49% Q4 2025 Feb 02, 2026
Central Pacific Bank - Trust Division History Added to 760 158 0.02% 0.02% 234 +20 2.7% Q4 2025 Jan 07, 2026
SBI Okasan Asset Management Co.Ltd. History New 700 150 0.01% 235 +700 New Q4 2025 Feb 10, 2026
AMALGAMATED BANK History Added to 500 104 0.0% 0.0% 236 +50 11.11% Q4 2025 Feb 05, 2026
KBC Group NV History No change 500 104 0.0% 0.0% 237 0 0.0% Q4 2025 Jan 26, 2026
OSAIC HOLDINGS, INC. History Reduced 462 96 0.0% 0.0% 238 -1,987 -81.14% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History New 419 87 0.0% 239 +419 New Q4 2025 Feb 11, 2026
COMERICA BANK History Reduced 397 82 0.0% 0.0% 240 -41 -9.36% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Added to 342 71 0.0% 0.0% 241 +4 1.18% Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Added to 325 67 0.0% 0.0% 242 +120 58.54% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Added to 308 64 0.0% 0.0% 243 +30 10.79% Q4 2025 Mar 16, 2026
State of Wyoming History Reduced 307 63 0.01% 0.03% 244 -1,075 -77.79% Q4 2025 Feb 11, 2026
TOTH FINANCIAL ADVISORY CORP History No change 265 55 0.01% 0.01% 245 0 0.0% Q4 2025 Jan 20, 2026
Kestra Advisory Services, LLC History New 261 54 0.0% 246 +261 New Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 170 35 0.0% 0.0% 247 0 0.0% Q4 2025 Jan 15, 2026
FINANCIAL CONSULATE, INC History No change 173 35 0.0% 0.0% 248 0 0.0% Q4 2025 Jan 22, 2026
Allworth Financial LP History New 160 33 0.0% 250 +160 New Q4 2025 Feb 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 160 33 0.0% 0.0% 249 0 0.0% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History Added to 156 32 0.0% 0.0% 251 +42 36.84% Q4 2025 Jan 05, 2026
Glass Jacobson Investment Advisors llc History No change 150 31 0.01% 0.01% 252 0 0.0% Q4 2025 Jan 22, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 135 28 0.0% 0.0% 253 -2 -1.46% Q4 2025 Jan 20, 2026
FIRST HORIZON CORP History Added to 125 25 0.0% 0.0% 254 +45 56.25% Q4 2025 Jan 27, 2026
WealthCollab, LLC History No change 119 24 0.01% 0.01% 255 0 0.0% Q4 2025 Jan 27, 2026
Smartleaf Asset Management LLC History Added to 104 22 0.0% 0.0% 256 +9 9.47% Q4 2025 Feb 13, 2026
Eurizon Capital SGR S.p.A. History New 100 21 0.0% 257 +100 New Q4 2025 Feb 10, 2026
DV Trading LLC History New 100 20 0.0% 258 +100 New Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 88 18 0.0% 0.0% 260 -48 -35.29% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Added to 89 18 0.0% 0.0% 259 +2 2.3% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History Added to 80 16 0.0% 0.0% 261 +2 2.56% Q4 2025 Jan 08, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History New 74 15 0.0% 262 +74 New Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 69 14 0.0% 0.0% 263 +39 130.0% Q4 2025 Feb 10, 2026
Optiver Holding B.V. History Reduced 66 13 0.0% 0.0% 264 -30 -31.25% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 60 12 0.0% 0.0% 265 +14 30.43% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 51 10 0.0% 266 +46 920.0% Q4 2025 Jan 23, 2026
Kemnay Advisory Services Inc. History New 46 9 0.0% 267 +46 New Q4 2025 Feb 17, 2026
Harvest Fund Management Co., Ltd History No change 42 9 0.0% 0.0% 268 0 0.0% Q4 2025 Feb 11, 2026
BROWN BROTHERS HARRIMAN & CO History New 41 8 0.0% 269 +41 New Q4 2025 Feb 12, 2026
True Wealth Design, LLC History Added to 40 8 0.0% 0.0% 271 +11 37.93% Q4 2025 Jan 08, 2026
Larson Financial Group LLC History Added to 41 8 0.0% 0.0% 270 +1 2.5% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 36 7 0.0% 272 +36 New Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History No change 32 6 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 24, 2026
Fortitude Family Office, LLC History Added to 22 4 0.0% 0.0% 274 +4 22.22% Q4 2025 Jan 15, 2026
Acumen Wealth Advisors, LLC History New 16 3 0.0% 277 +16 New Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 18 3 0.0% 0.0% 276 +8 80.0% Q4 2025 Jan 14, 2026
BESSEMER GROUP INC History No change 12 3 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 05, 2026
Copia Wealth Management History No change 16 3 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 06, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 13 2 0.0% 0.01% 281 -55 -80.88% Q4 2025 Jan 22, 2026
Keating Financial Advisory Services, Inc. History New 14 2 0.0% 282 +14 New Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History No change 10 2 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 13, 2026
J.Safra Asset Management Corp History No change 10 2 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 11, 2026
OPTIMA CAPITAL LLC History New 9 1 0.0% 286 +9 New Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 9 1 0.0% 284 +4 80.0% Q4 2025 Feb 12, 2026
DUPONT CAPITAL MANAGEMENT CORP History No change 8 1 0.0% 0.0% 283 0 0.0% Q4 2025 Jan 26, 2026
CVA Family Office, LLC History No change 8 1 0.0% 0.0% 285 0 0.0% Q4 2025 Jan 12, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.11% -505,768 -100.0% Q3 2025 Nov 13, 2025
Alyeska Investment Group, L.P. History Closed out 0 0 0.06% -112,236 -100.0% Q3 2025 Nov 17, 2025
Woodline Partners LP History Closed out 0 0 0.07% -82,852 -100.0% Q3 2025 Nov 14, 2025
Pacer Advisors, Inc. History Closed out 0 0 0.03% -74,140 -100.0% Q3 2025 Oct 15, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.13% -43,491 -100.0% Q3 2025 Nov 14, 2025
Yaupon Capital Management LP History Closed out 0 0 0.27% -39,287 -100.0% Q3 2025 Nov 14, 2025
Clark Capital Management Group, Inc. History Closed out 0 0 0.04% -32,245 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.03% -13,974 -100.0% Q3 2025 Nov 13, 2025
CastleKnight Management LP History Closed out 0 0 0.05% -13,500 -100.0% Q3 2025 Nov 14, 2025
THOMIST CAPITAL MANAGEMENT, LP History Closed out 0 0 0.4% -11,300 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.05% -10,598 -100.0% Q3 2025 Oct 31, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -6,164 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 0.01% -5,562 -100.0% Q3 2025 Nov 13, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -5,202 -100.0% Q3 2025 Nov 14, 2025
DRW Securities, LLC History Closed out 0 0 0.02% -4,717 -100.0% Q3 2025 Nov 14, 2025
Perbak Capital Partners LLP History Closed out 0 0 0.14% -4,265 -100.0% Q3 2025 Nov 13, 2025
Mitsubishi UFJ Trust & Banking Corp History Closed out 0 0 0.0% -2,542 -100.0% Q3 2025 Oct 31, 2025
GTS SECURITIES LLC History Closed out 0 0 0.02% -2,335 -100.0% Q3 2025 Nov 14, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -2,015 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 0.0% -1,864 -100.0% Q3 2025 Nov 14, 2025
Quantedge Capital Pte Ltd History Closed out 0 0 0.18% -1,800 -100.0% Q3 2025 Nov 14, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.02% -1,607 -100.0% Q3 2025 Nov 14, 2025
Arax Advisory Partners History Reduced 1 0 0.0% -1,131 -99.91% Q4 2025 Feb 13, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.07% -820 -100.0% Q3 2025 Nov 12, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -222 -100.0% Q3 2025 Nov 03, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -203 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -154 -100.0% Q3 2025 Nov 18, 2025
Global Retirement Partners, LLC History Closed out 0 0 0.0% -85 -100.0% Q3 2025 Oct 21, 2025
Clearstead Advisors, LLC History Reduced 1 0 0.0% -41 -97.62% Q4 2025 Feb 09, 2026
MATHER GROUP, LLC. History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Oct 21, 2025
Hughes Financial Services, LLC History New 4 0 +4 New Q4 2025 Feb 11, 2026
Cornerstone Financial Management LLC History New 4 0 +4 New Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 13, 2025
JONES FINANCIAL COMPANIES LLLP History New 3 0 +3 New Q4 2025 Feb 17, 2026
Marquette Asset Management, LLC History New 3 0 +3 New Q4 2025 Jan 16, 2026
Bare Financial Services, Inc History New 3 0 +3 New Q4 2025 Feb 06, 2026
ROSS\JOHNSON & Associates LLC History New 3 0 +3 New Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Closed out 0 0 -3 -100.0% Q3 2025 Nov 07, 2025
Wealthspire Advisors, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 14, 2025
Cloud Capital Management, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 03, 2025
Physician Wealth Advisors, Inc. History New 2 0 +2 New Q4 2025 Jan 29, 2026
Blue Trust, Inc. History New 2 0 +2 New Q4 2025 Jan 16, 2026
TD PRIVATE CLIENT WEALTH LLC History New 1 0 +1 New Q4 2025 Feb 05, 2026
SJS Investment Consulting Inc. History Added to 3 0 +1 50.0% Q4 2025 Jan 21, 2026
HFM Investment Advisors, LLC History Added to 2 0 +1 100.0% Q4 2025 Feb 05, 2026
MassMutual Private Wealth & Trust, FSB History No change 4 0 0 0.0% Q4 2025 Jan 07, 2026
Bay Harbor Wealth Management, LLC History No change 1 0 0 0.0% Q4 2025 Feb 02, 2026
Avion Wealth History No change 4 0 0 0.0% Q4 2025 Jan 23, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
Covestor Ltd History No change 1 0 0 0.0% Q4 2025 Feb 06, 2026
DecisionPoint Financial, LLC History No change 2 0 0 0.0% Q4 2025 Jan 29, 2026
DiNuzzo Private Wealth, Inc. History No change 4 0 0 0.0% Q4 2025 Jan 16, 2026
Rialto Wealth Management, LLC History No change 2 0 0 0.0% Q4 2025 Jan 12, 2026