American Healthcare REIT, Inc. - AHR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 24,974,195 1,175,285 0.02% 0.01% 1 +1,444,456 6.14% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 20,136,259 947,612 0.02% 0.01% 2 +1,662,474 9.0% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 7,922,818 372,847 0.07% 0.06% 3 -735,792 -8.5% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 7,194,467 338,571 0.17% 0.19% 4 -1,736,874 -19.45% Q4 2025 Feb 02, 2026
STATE STREET CORP History Added to 7,085,670 335,173 0.01% 0.01% 5 +208,623 3.03% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 6,161,549 289,962 0.05% 6 +6,161,549 New Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 5,364,642 262,837 0.02% 0.01% 7 +492,805 10.12% Q4 2025 Feb 09, 2026
Invesco Ltd. History Added to 5,531,582 260,316 0.04% 0.04% 8 +177,033 3.31% Q4 2025 Feb 19, 2026
FMR LLC History Added to 5,269,584 247,986 0.01% 0.01% 9 +1,715,105 48.25% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 3,518,146 165,563 0.05% 0.06% 10 -1,341,287 -27.6% Q4 2025 Feb 17, 2026
WCM INVESTMENT MANAGEMENT, LLC History New 3,408,275 162,711 0.34% 11 +3,408,275 New Q4 2025 Feb 09, 2026
PRUDENTIAL FINANCIAL INC History Reduced 3,448,572 162,289 0.2% 0.2% 12 -620,268 -15.24% Q4 2025 Feb 13, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History Reduced 3,021,872 142,209 1.4% 1.31% 13 -80,971 -2.61% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,930,019 137,886 0.02% 0.02% 14 +276,413 10.42% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 2,681,001 126,168 0.06% 0.06% 15 -157,691 -5.56% Q4 2025 Feb 13, 2026
NORGES BANK History New 2,558,500 120,403 0.01% 16 +2,558,500 New Q4 2025 Feb 10, 2026
FEDERATED HERMES, INC. History Added to 2,557,850 120,372 0.2% 0.08% 17 +1,445,987 130.05% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,525,991 118,873 0.01% 0.01% 18 +399,142 18.77% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 2,376,873 111,855 0.11% 0.06% 19 +999,176 72.53% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 2,360,769 111,097 0.04% 0.03% 20 -15,777 -0.66% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 2,153,129 101,326 0.13% 0.03% 21 +1,678,850 353.98% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,016,074 94,880 0.02% 0.01% 22 +556,603 38.14% Q4 2025 Feb 12, 2026
Nuveen, LLC History Added to 1,899,549 89,392 0.02% 0.02% 23 +300,200 18.77% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 1,810,013 85,179 0.01% 0.0% 24 +513,376 39.59% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 1,650,679 77,680 0.01% 0.01% 25 -7,350 -0.44% Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History Added to 1,541,333 72,535 0.24% 0.11% 26 +721,110 87.92% Q4 2025 Feb 13, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History Added to 1,504,685 70,810 1.04% 0.79% 27 +190,546 14.5% Q4 2025 Feb 10, 2026
Aberdeen Group plc History Added to 1,338,967 63,011 0.1% 0.07% 28 +263,791 24.53% Q4 2025 Jan 16, 2026
Russell Investments Group, Ltd. History Reduced 1,243,267 58,508 0.06% 0.06% 29 -66,600 -5.08% Q4 2025 Feb 17, 2026
GRS Advisors, LLC History Reduced 1,164,327 54,793 4.92% 5.82% 30 -316,395 -21.37% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 1,084,416 51,032 0.18% 0.12% 31 +267,877 32.81% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 1,068,257 50,272 0.01% 0.01% 32 -65,074 -5.74% Q4 2025 Feb 10, 2026
Land & Buildings Investment Management, LLC History Reduced 1,053,206 49,563 8.24% 8.88% 33 -98,747 -8.57% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 1,023,393 48,160 0.01% 0.01% 34 +200,127 24.31% Q4 2025 Feb 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,001,938 47,153 0.01% 0.0% 35 +2,820 0.28% Q4 2025 Feb 17, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 960,000 45,177 0.07% 0.07% 36 -65,000 -6.34% Q4 2025 Feb 17, 2026
Alyeska Investment Group, L.P. History New 919,983 43,294 0.12% 37 +919,983 New Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 905,377 42,607 0.01% 0.0% 38 +362,220 66.69% Q4 2025 Mar 25, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 840,524 39,555 0.0% 0.0% 39 +818,259 3675.09% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 833,647 39,231 0.05% 0.05% 40 -100,629 -10.77% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 788,304 37,097 0.06% 41 +788,304 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 723,758 34,060 0.01% 0.01% 42 -35,035 -4.62% Q4 2025 Feb 11, 2026
Freestone Grove Partners LP History New 694,952 32,704 0.24% 43 +694,952 New Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 658,411 30,984 0.01% 0.0% 44 +477,723 264.39% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 616,644 29,019 0.45% 0.29% 45 +209,747 51.55% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 579,481 27,270 0.0% 0.0% 46 +110,765 23.63% Q4 2025 Feb 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 550,738 25,917 0.02% 0.01% 47 +242,418 78.63% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 542,374 25,524 0.0% 0.0% 48 -81,984 -13.13% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Reduced 535,153 25,184 0.02% 0.02% 49 -5,879 -1.09% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 472,776 22,248 0.04% 50 +472,776 New Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History New 456,533 21,484 0.1% 51 +456,533 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 443,693 20,880 0.03% 0.0% 52 +418,698 1675.13% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Added to 443,678 20,879 0.07% 0.06% 53 +24,588 5.87% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History New 436,910 20,560 0.01% 54 +436,910 New Q4 2025 Feb 17, 2026
EASTERLY INVESTMENT PARTNERS LLC History New 390,128 18,359 1.13% 55 +390,128 New Q4 2025 Feb 10, 2026
Cander Asset Management LP History New 386,368 18,182 3.36% 56 +386,368 New Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History Added to 384,200 18,080 0.54% 0.23% 57 +206,100 115.72% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 363,015 17,083 0.02% 0.01% 58 +101,827 38.99% Q4 2025 Feb 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 360,624 17,082 0.03% 0.03% 59 -56,853 -13.62% Q4 2025 Jan 28, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 358,610 16,876 0.36% 0.32% 60 +16,832 4.92% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 351,387 16,536 0.01% 0.01% 61 -50,545 -12.58% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Added to 345,590 16,259 0.01% 0.0% 62 +132,172 61.93% Q4 2025 Mar 20, 2026
Verition Fund Management LLC History Added to 336,667 15,843 0.06% 0.03% 63 +163,741 94.69% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 332,300 15,638 0.01% 0.01% 64 +23,200 7.51% Q4 2025 Feb 12, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 328,275 15,448 0.18% 0.12% 65 +75,875 30.06% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Added to 327,843 15,428 0.11% 0.1% 66 +524 0.16% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 323,166 15,208 0.02% 0.02% 67 +35,226 12.23% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 322,493 15,176 0.01% 0.01% 68 -11,184 -3.35% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 317,658 14,948 0.0% 0.0% 69 +7,261 2.34% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Added to 301,134 14,166 0.02% 0.02% 70 +25,363 9.2% Q4 2025 Feb 13, 2026
Covalis Capital LLP History New 300,000 14,118 0.99% 71 +300,000 New Q4 2025 Feb 17, 2026
Asset Management One Co., Ltd. History Added to 291,426 14,075 0.04% 0.03% 72 +40,231 16.02% Q4 2025 Jan 27, 2026
WELLS FARGO & COMPANY/MN History Added to 295,555 13,908 0.0% 0.0% 73 +103,833 54.16% Q4 2025 Feb 13, 2026
APG Asset Management US Inc. History No change 292,952 13,786 0.11% 0.09% 74 0 0.0% Q4 2025 Feb 12, 2026
Jain Global LLC History Added to 291,439 13,715 0.07% 0.01% 75 +227,178 353.52% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 283,707 13,351 0.01% 0.01% 76 +39,166 16.02% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 281,706 13,257 0.0% 0.0% 77 +932 0.33% Q4 2025 Feb 10, 2026
Apollo Management Holdings, L.P. History New 281,320 13,238 0.11% 78 +281,320 New Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 268,239 12,623 0.0% 0.0% 79 -140,981 -34.45% Q4 2025 Jan 29, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 267,681 12,597 0.03% 0.03% 80 +21,872 8.9% Q4 2025 Feb 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 267,550 12,590 0.07% 0.09% 81 -64,050 -19.32% Q4 2025 Feb 04, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 265,287 12,484 0.13% 0.13% 82 -35,955 -11.94% Q4 2025 Feb 10, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 259,131 12,194 0.02% 0.04% 83 -467,800 -64.35% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Reduced 256,179 12,055 0.05% 0.05% 84 -12,838 -4.77% Q4 2025 Feb 13, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Added to 254,837 11,992 0.1% 0.01% 85 +219,926 629.96% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 248,674 11,702 0.01% 0.01% 86 +32,628 15.1% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 247,389 11,642 0.01% 0.01% 87 +1,657 0.67% Q4 2025 Jan 23, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 244,665 11,513 0.04% 0.03% 88 +2,039 0.84% Q4 2025 Feb 17, 2026
BROOKFIELD Corp /ON/ History Reduced 243,075 11,439 0.01% 0.02% 89 -141,423 -36.78% Q4 2025 Feb 13, 2026
STRS OHIO History Added to 234,900 11,054 0.04% 0.03% 90 +17,200 7.9% Q4 2025 Feb 02, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 232,381 10,935 0.16% 0.16% 91 -35,592 -13.28% Q4 2025 Feb 17, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 228,216 10,788 0.37% 0.5% 92 -123,454 -35.11% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 228,857 10,769 0.01% 0.01% 93 -25,859 -10.15% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 226,643 10,667 0.0% 0.0% 94 +104,995 86.31% Q4 2025 Feb 17, 2026
B&I Capital AG History New 226,570 10,662 3.79% 95 +226,570 New Q4 2025 Jan 26, 2026
BAMCO INC /NY/ History Added to 226,459 10,657 0.03% 0.02% 96 +26,315 13.15% Q4 2025 Feb 17, 2026
Bayhunt Capital LLC History New 221,399 10,419 5.75% 97 +221,399 New Q4 2025 Jan 23, 2026
CITIGROUP INC History Added to 209,503 9,859 0.0% 0.0% 98 +100,943 92.98% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 208,680 9,820 0.0% 0.0% 99 -6,127 -2.85% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 205,269 9,659 0.0% 0.0% 100 +188,275 1107.89% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Added to 204,680 9,632 0.03% 0.03% 101 +10,732 5.53% Q4 2025 Jan 30, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History New 200,000 9,412 1.12% 102 +200,000 New Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 198,706 9,351 0.02% 0.02% 103 +16,199 8.88% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 195,365 9,193 0.0% 0.0% 104 +70,014 55.85% Q4 2025 Feb 18, 2026
OSAIC HOLDINGS, INC. History Reduced 188,928 8,891 0.01% 0.01% 105 -35,942 -15.98% Q4 2025 Feb 17, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 185,473 8,728 0.23% 0.21% 106 -21,969 -10.59% Q4 2025 Jan 28, 2026
SEI INVESTMENTS CO History Reduced 177,682 8,361 0.01% 0.02% 107 -251,854 -58.63% Q4 2025 Feb 13, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 172,086 8,098 0.23% 0.2% 108 +5,129 3.07% Q4 2025 Feb 10, 2026
Merit Financial Group, LLC History Reduced 168,011 7,906 0.06% 0.07% 109 -7,091 -4.05% Q4 2025 Jan 26, 2026
TWO SIGMA ADVISERS, LP History New 167,000 7,859 0.02% 110 +167,000 New Q4 2025 Feb 17, 2026
Greenland Capital Management LP History Added to 162,817 7,662 0.81% 0.38% 111 +71,817 78.92% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 160,194 7,538 0.01% 0.01% 112 +9,340 6.19% Q4 2025 Feb 17, 2026
Taproot Management LP History New 152,164 7,160 1.16% 113 +152,164 New Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History New 151,924 7,149 0.2% 114 +151,924 New Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 151,812 7,144 0.02% 0.02% 115 -13,548 -8.19% Q4 2025 Feb 05, 2026
Ghisallo Capital Management LLC History No change 150,000 7,059 0.32% 0.21% 116 0 0.0% Q4 2025 Feb 17, 2026
Clarion Wealth Managment Partners, LLC History Reduced 149,822 7,050 6.52% 6.69% 117 -11,657 -7.22% Q4 2025 Feb 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 139,591 6,594 0.0% 0.0% 118 +11,671 9.12% Q4 2025 Feb 03, 2026
BAHL & GAYNOR INC History New 139,120 6,546 0.03% 119 +139,120 New Q4 2025 Feb 12, 2026
Neo Ivy Capital Management History New 136,925 6,443 1.02% 120 +136,925 New Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 120,477 5,669 0.01% 0.01% 121 -4,400 -3.52% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Added to 118,749 5,588 0.01% 0.01% 122 +3,697 3.21% Q4 2025 Feb 06, 2026
MACQUARIE GROUP LTD History Reduced 113,595 5,345 0.02% 0.05% 123 -862,519 -88.36% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History New 112,549 5,296 0.01% 124 +112,549 New Q4 2025 Feb 13, 2026
Informed Momentum Co LLC History Reduced 112,391 5,289 0.59% 0.54% 125 -2,135 -1.86% Q4 2025 Feb 12, 2026
Uniplan Investment Counsel, Inc. History Added to 111,461 5,245 0.53% 0.19% 126 +65,306 141.49% Q4 2025 Feb 17, 2026
Renaissance Capital LLC History New 100,247 4,717 3.4% 127 +100,247 New Q4 2025 Jan 29, 2026
SEVEN GRAND MANAGERS, LLC History New 100,000 4,706 0.36% 128 +100,000 New Q4 2025 Feb 10, 2026
State of Alaska, Department of Revenue History Added to 98,953 4,656 0.05% 0.03% 129 +21,775 28.21% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Reduced 98,193 4,620 0.02% 0.02% 130 -4 -0.0% Q4 2025 Feb 12, 2026
Knights of Columbus Asset Advisors LLC History Reduced 94,318 4,438 0.25% 0.32% 131 -38,710 -29.1% Q4 2025 Feb 09, 2026
Hilton Capital Management, LLC History Added to 89,531 4,213 0.32% 0.3% 132 +479 0.54% Q4 2025 Feb 12, 2026
Amundi History Added to 87,939 4,138 0.0% 0.0% 133 +5,635 6.85% Q4 2025 Feb 17, 2026
THAMES CAPITAL MANAGEMENT LLC History New 85,883 4,041 0.59% 134 +85,883 New Q4 2025 Feb 10, 2026
Eurizon Capital SGR S.p.A. History New 85,186 4,013 0.01% 135 +85,186 New Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 82,156 3,866 0.0% 136 +82,156 New Q4 2025 Feb 13, 2026
First American Bank History Added to 81,358 3,828 0.23% 0.11% 137 +41,335 103.28% Q4 2025 Jan 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 78,609 3,699 0.01% 0.0% 138 +4,606 6.22% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Reduced 76,668 3,608 0.07% 0.07% 139 -3,724 -4.63% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 76,296 3,588 0.0% 0.0% 140 +5,400 7.62% Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 74,247 3,578 0.02% 0.01% 141 -134 -0.18% Q4 2025 Feb 06, 2026
Jump Financial, LLC History New 75,830 3,568 0.04% 142 +75,830 New Q4 2025 Feb 17, 2026
B. Metzler seel. Sohn & Co. AG History New 74,240 3,493 0.03% 143 +74,240 New Q4 2025 Jan 28, 2026
Ensign Peak Advisors, Inc History Added to 73,058 3,438 0.01% 0.0% 144 +23,993 48.9% Q4 2025 Feb 12, 2026
CWM, LLC History Reduced 72,604 3,417 0.01% 0.01% 145 -4,096 -5.34% Q4 2025 Jan 26, 2026
Harbour Capital Advisors, LLC History Reduced 70,910 3,349 0.68% 0.62% 146 -3,105 -4.2% Q4 2025 Jan 07, 2026
Atom Investors LP History New 71,093 3,345 0.27% 147 +71,093 New Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History No change 69,109 3,252 0.01% 0.01% 148 0 0.0% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 67,444 3,174 0.0% 0.01% 149 +9,081 15.56% Q4 2025 Jan 09, 2026
Vestcor Inc History Reduced 66,592 3,134 0.09% 0.13% 150 -40,117 -37.59% Q4 2025 Feb 11, 2026
HighPoint Advisor Group LLC History Reduced 65,958 3,103 0.14% 0.14% 151 -5,082 -7.15% Q4 2025 Feb 04, 2026
Governors Lane LP History New 64,100 3,016 0.18% 152 +64,100 New Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 62,407 2,936 0.0% 0.0% 153 +9,341 17.6% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 61,575 2,897 0.03% 0.02% 154 0 0.0% Q4 2025 Feb 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 59,143 2,783 0.02% 0.02% 155 -5,572 -8.61% Q4 2025 Jan 29, 2026
BNP Paribas Asset Management Holding S.A. History Added to 58,899 2,772 0.0% 0.0% 156 +52,959 891.57% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 55,283 2,603 0.01% 157 +55,283 New Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 54,747 2,576 0.01% 0.01% 158 +3,052 5.9% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 54,700 2,574 0.0% 0.0% 159 +4,300 8.53% Q4 2025 Feb 12, 2026
Bridgefront Capital, LLC History Added to 53,740 2,529 0.64% 0.31% 160 +28,311 111.33% Q4 2025 Feb 13, 2026
FJ Capital Management LLC History Reduced 50,798 2,390 0.26% 0.35% 161 -27,083 -34.77% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Reduced 49,620 2,335 0.07% 0.06% 162 -1,306 -2.56% Q4 2025 Jan 09, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 49,287 2,319 0.11% 0.02% 163 +34,350 229.97% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 48,685 2,291 0.02% 0.01% 164 +9,401 23.93% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 47,533 2,240 0.0% 0.0% 165 +174 0.37% Q4 2025 Jan 08, 2026
Arizona State Retirement System History Added to 47,224 2,222 0.01% 0.01% 166 +27 0.06% Q4 2025 Jan 28, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 47,066 2,214 1.62% 1.45% 167 -243 -0.51% Q4 2025 Feb 12, 2026
Brevan Howard Capital Management LP History Added to 46,983 2,211 0.02% 0.0% 168 +29,855 174.31% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 46,500 2,188 0.01% 0.01% 169 +1,200 2.65% Q4 2025 Feb 06, 2026
Quadrature Capital Ltd History New 46,389 2,183 0.02% 170 +46,389 New Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 46,250 2,176 0.02% 0.02% 171 +933 2.06% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 45,752 2,153 0.0% 0.0% 172 -1,164 -2.48% Q4 2025 Feb 10, 2026
J.W. COLE ADVISORS, INC. History Reduced 45,722 2,130 0.05% 0.05% 173 -12,073 -20.89% Q4 2025 Feb 11, 2026
VAN ECK ASSOCIATES CORP History Added to 45,217 2,128 0.0% 0.0% 174 +6,468 16.69% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 45,141 2,124 0.02% 0.02% 175 +625 1.4% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 44,628 2,100 0.01% 0.01% 176 -13,149 -22.76% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 43,137 2,030 0.01% 177 +43,137 New Q4 2025 Feb 05, 2026
Arkadios Wealth Advisors History Added to 42,246 1,988 0.04% 0.03% 178 +7,722 22.37% Q4 2025 Feb 13, 2026
Metis Global Partners, LLC History Added to 41,844 1,969 0.05% 0.04% 179 +5,888 16.38% Q4 2025 Feb 11, 2026
Creative Planning History Added to 40,485 1,905 0.0% 0.0% 180 +2,478 6.52% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 39,739 1,897 0.13% 0.07% 181 +17,935 82.26% Q4 2025 Jan 15, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 40,270 1,895 0.01% 0.01% 182 +3,302 8.93% Q4 2025 Feb 03, 2026
Glass Jacobson Investment Advisors llc History Added to 40,100 1,887 0.68% 0.61% 183 +7 0.02% Q4 2025 Jan 22, 2026
NewEdge Advisors, LLC History Reduced 39,029 1,836 0.01% 0.01% 184 -4,006 -9.31% Q4 2025 Feb 18, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 38,697 1,821 0.0% 0.0% 185 +16,222 72.18% Q4 2025 Feb 05, 2026
WESTPAC BANKING CORP History Reduced 38,146 1,795 0.11% 0.11% 186 -5,710 -13.02% Q4 2025 Feb 10, 2026
KLP KAPITALFORVALTNING AS History Added to 37,900 1,791 0.01% 0.01% 187 +4,600 13.81% Q4 2025 Jan 28, 2026
LINCLUDEN MANAGEMENT LTD History New 37,595 1,769 0.15% 188 +37,595 New Q4 2025 Jan 30, 2026
Prospera Financial Services Inc History Reduced 36,561 1,720 0.03% 0.03% 189 -485 -1.31% Q4 2025 Feb 09, 2026
WINTON GROUP Ltd History New 35,176 1,655 0.06% 190 +35,176 New Q4 2025 Feb 11, 2026
UniSuper Management Pty Ltd History Reduced 34,700 1,632 0.01% 0.01% 191 -10,500 -23.23% Q4 2025 Feb 12, 2026
Diversify Advisory Services, LLC History Reduced 33,169 1,592 0.05% 0.05% 192 -847 -2.49% Q4 2025 Jan 23, 2026
MARSHALL WACE, LLP History Added to 33,617 1,582 0.0% 0.0% 193 +13,921 70.68% Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History New 33,427 1,573 0.02% 194 +33,427 New Q4 2025 Feb 06, 2026
SCOTIA CAPITAL INC. History Added to 32,231 1,516 0.01% 0.0% 195 +5,253 19.47% Q4 2025 Feb 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 31,150 1,465 0.01% 0.01% 196 -34,204 -52.34% Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Reduced 31,008 1,459 0.01% 0.01% 197 -1,635 -5.01% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 30,927 1,455 0.0% 0.0% 198 +3,688 13.54% Q4 2025 Feb 06, 2026
Erste Asset Management GmbH History Added to 29,000 1,400 0.01% 0.01% 199 +3,600 14.17% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Added to 29,389 1,383 0.0% 0.0% 200 +10,941 59.31% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 29,225 1,375 0.0% 0.0% 201 0 0.0% Q4 2025 Feb 12, 2026
Harvest Investment Services, LLC History Added to 27,845 1,310 0.25% 0.05% 202 +21,381 330.77% Q4 2025 Feb 17, 2026
American Trust History Reduced 27,519 1,295 0.11% 0.1% 203 -970 -3.4% Q4 2025 Feb 17, 2026
IFM Investors Pty Ltd History Added to 27,280 1,284 0.01% 0.01% 204 +1,617 6.3% Q4 2025 Feb 12, 2026
Fortis Group Advisors, LLC History Reduced 27,202 1,276 0.21% 0.21% 205 -363 -1.32% Q4 2025 Feb 06, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 26,920 1,266 0.01% 0.01% 206 +2,341 9.52% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 25,944 1,220 0.0% 207 +25,944 New Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 25,776 1,213 0.0% 0.0% 208 +2,199 9.33% Q4 2025 Feb 13, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 25,606 1,205 0.71% 0.64% 209 -620 -2.36% Q4 2025 Jan 21, 2026
Farther Finance Advisors, LLC History Added to 25,345 1,192 0.01% 0.01% 210 +2,661 11.73% Q4 2025 Jan 23, 2026
Geneos Wealth Management Inc. History Reduced 24,986 1,175 0.03% 0.03% 211 -972 -3.74% Q4 2025 Jan 28, 2026
WCG Wealth Advisors LLC History Added to 24,583 1,156 0.03% 0.06% 212 +1,742 7.63% Q4 2025 Feb 10, 2026
Pictet Asset Management Holding SA History Added to 24,321 1,144 0.0% 0.0% 213 +2,763 12.82% Q4 2025 Jan 29, 2026
SUMMIT WEALTH GROUP LLC / CO History New 24,016 1,130 0.15% 214 +24,016 New Q4 2025 Feb 04, 2026
XTX Topco Ltd History Reduced 23,967 1,127 0.03% 0.12% 215 -30,136 -55.7% Q4 2025 Feb 17, 2026
Focused Wealth Management, Inc History Reduced 23,621 1,111 0.12% 0.11% 216 -758 -3.11% Q4 2025 Jan 29, 2026
Focus Partners Wealth History Reduced 23,330 1,097 0.0% 0.0% 217 -3,067 -11.62% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History New 22,966 1,080 0.0% 218 +22,966 New Q4 2025 Feb 17, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 22,052 1,052 0.05% 0.06% 219 -2,158 -8.91% Q4 2025 Feb 03, 2026
A4 Wealth Advisors LLC History Reduced 22,075 1,038 0.9% 1.88% 220 -31,031 -58.43% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 21,786 1,025 0.0% 0.0% 221 -17,568 -44.64% Q4 2025 Feb 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 21,717 1,022 0.03% 0.04% 222 -15,103 -41.02% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 21,529 1,013 0.0% 0.0% 223 +13,762 177.19% Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History Reduced 21,176 996 0.0% 0.0% 224 -439 -2.03% Q4 2025 Feb 02, 2026
Perigon Wealth Management, LLC History Reduced 21,126 994 0.02% 0.02% 225 -300 -1.4% Q4 2025 Jan 16, 2026
Concurrent Investment Advisors, LLC History Added to 20,894 983 0.01% 0.01% 226 +1,129 5.71% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 20,833 980 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 20,000 941 0.01% 0.01% 228 0 0.0% Q4 2025 Feb 05, 2026
Storgate, LLC History New 19,642 924 0.76% 230 +19,642 New Q4 2025 Feb 13, 2026
Mariner, LLC History Reduced 19,703 924 0.0% 0.0% 229 -15,049 -43.3% Q4 2025 Feb 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 19,542 918 0.25% 0.19% 231 +4,715 31.8% Q4 2025 Feb 10, 2026
Legacy Wealth Asset Management, LLC History New 19,503 917 0.23% 232 +19,503 New Q4 2025 Jan 12, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 19,124 904 0.0% 0.01% 233 -35,402 -64.93% Q4 2025 Feb 17, 2026
Trivium Point Advisory, LLC History Added to 19,057 896 0.09% 0.08% 234 +26 0.14% Q4 2025 Jan 26, 2026
Gallacher Capital Management LLC History Reduced 18,732 881 0.34% 0.31% 235 -192 -1.01% Q4 2025 Feb 03, 2026
Convergence Investment Partners, LLC History Added to 18,700 880 0.17% 0.15% 236 +2,408 14.78% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Reduced 18,702 880 0.0% 0.0% 237 -1,000 -5.08% Q4 2025 Feb 12, 2026
M&T BANK CORP History New 17,854 840 0.0% 238 +17,854 New Q4 2025 Jan 30, 2026
Strategic Blueprint, LLC History Reduced 17,743 835 0.05% 0.04% 239 -2,347 -11.68% Q4 2025 Jan 30, 2026
Polymer Capital Management (US) LLC History New 17,654 830 0.09% 240 +17,654 New Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 17,631 829 0.0% 0.0% 241 +119 0.68% Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History New 17,446 821 0.13% 242 +17,446 New Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 17,323 820 0.0% 0.0% 243 -6,291 -26.64% Q4 2025 Jan 15, 2026
Sequoia Financial Advisors, LLC History Added to 17,351 816 0.0% 0.0% 244 +1,078 6.62% Q4 2025 Feb 03, 2026
Militia Capital Partners, LP History Reduced 17,100 804 0.31% 0.37% 245 -2,000 -10.47% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 17,046 802 0.01% 0.01% 246 +5 0.03% Q4 2025 Jan 21, 2026
Nvest Financial, LLC History Added to 17,006 800 0.33% 0.28% 247 +5,380 46.28% Q4 2025 Feb 10, 2026
AE Wealth Management LLC History Added to 16,623 782 0.0% 0.0% 248 +82 0.5% Q4 2025 Jan 26, 2026
N.E.W. Advisory Services LLC History Reduced 16,230 763 0.06% 0.07% 249 -3,438 -17.48% Q4 2025 Jan 28, 2026
Magnetar Financial LLC History Reduced 16,183 761 0.01% 0.02% 250 -50,331 -75.67% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 16,127 758 0.03% 0.02% 251 +279 1.76% Q4 2025 Jan 14, 2026
COFG Advisors, LLC History New 15,951 750 0.19% 252 +15,951 New Q4 2025 Feb 10, 2026
Advisory Resource Group History Reduced 15,916 749 0.13% 0.14% 253 -2,647 -14.26% Q4 2025 Feb 12, 2026
Odyssean, LLC History New 15,851 745 0.54% 255 +15,851 New Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History New 15,742 745 0.08% 254 +15,742 New Q4 2025 Jan 12, 2026
Quantinno Capital Management LP History Added to 15,827 744 0.0% 0.0% 256 +8,259 109.13% Q4 2025 Feb 17, 2026
Accel Wealth Management History Added to 15,401 724 0.2% 0.16% 257 +1,989 14.83% Q4 2025 Jan 20, 2026
Robeco Institutional Asset Management B.V. History New 15,351 722 0.0% 258 +15,351 New Q4 2025 Jan 23, 2026
Sigma Planning Corp History Added to 14,969 704 0.02% 0.02% 259 +639 4.46% Q4 2025 Jan 30, 2026
Arete Wealth Advisors, LLC History Added to 14,254 671 0.04% 0.03% 261 +1,365 10.59% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 14,279 671 0.0% 0.0% 260 +7 0.05% Q4 2025 Feb 17, 2026
Castleview Partners, LLC History Added to 14,071 662 0.33% 0.22% 262 +4,452 46.28% Q4 2025 Jan 12, 2026
Ameritas Investment Partners, Inc. History Added to 13,972 657 0.02% 0.02% 263 +663 4.98% Q4 2025 Feb 11, 2026
Cambria Investment Management, L.P. History New 13,889 653 0.04% 264 +13,889 New Q4 2025 Feb 17, 2026
Selective Wealth Management, Inc. History No change 13,128 629 0.2% 0.17% 265 0 0.0% Q4 2025 Jan 16, 2026
XPONANCE LLC History Added to 13,359 628 0.0% 0.0% 266 +845 6.75% Q4 2025 Feb 12, 2026
Trek Financial, LLC History Reduced 13,296 625 0.04% 0.03% 267 -361 -2.64% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 13,247 623 0.01% 0.01% 268 +1,355 11.39% Q4 2025 Feb 09, 2026
State of Wyoming History Added to 13,124 617 0.07% 0.03% 269 +5,846 80.32% Q4 2025 Feb 11, 2026
Beacon Capital Management, LLC History Reduced 13,115 617 0.1% 0.08% 270 -556 -4.07% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 13,087 615 0.01% 271 +13,087 New Q4 2025 Feb 13, 2026
Man Group plc History New 12,979 610 0.0% 272 +12,979 New Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 12,884 606 0.0% 273 +12,884 New Q4 2025 Feb 04, 2026
MACKENZIE FINANCIAL CORP History Added to 12,693 604 0.0% 0.0% 274 +102 0.81% Q4 2025 Feb 18, 2026
Stratos Wealth Partners, LTD. History Reduced 12,825 603 0.01% 0.01% 275 -50 -0.39% Q4 2025 Jan 20, 2026
Cresset Asset Management, LLC History Reduced 12,669 599 0.0% 0.0% 276 -5,633 -30.78% Q4 2025 Feb 17, 2026
Cannon Global Investment Management, LLC History New 12,700 597 1.5% 277 +12,700 New Q4 2025 Jan 27, 2026
PEAK FINANCIAL ADVISORS LLC History Reduced 12,670 596 0.27% 0.26% 278 -317 -2.44% Q4 2025 Jan 12, 2026
Waverly Advisors, LLC History New 12,204 574 0.0% 279 +12,204 New Q4 2025 Feb 17, 2026
VVR Holdings LLC History New 12,139 571 0.3% 280 +12,139 New Q4 2025 Feb 11, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 12,108 569 0.04% 0.04% 281 -2,920 -19.43% Q4 2025 Jan 07, 2026
Gotham Asset Management, LLC History Reduced 12,012 565 0.0% 0.0% 282 -652 -5.15% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History New 11,527 542 0.0% 283 +11,527 New Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 11,398 536 0.0% 0.0% 284 +58 0.51% Q4 2025 Feb 06, 2026
CIBC WORLD MARKETS CORP History New 11,195 526 0.0% 286 +11,195 New Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 11,179 526 0.0% 0.0% 285 +5,901 111.8% Q4 2025 Feb 13, 2026
HMS Capital Management, LLC History Reduced 11,167 525 0.22% 0.2% 287 -143 -1.26% Q4 2025 Jan 16, 2026
Vise Technologies, Inc. History New 11,130 523 0.01% 288 +11,130 New Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History Reduced 10,870 511 0.0% 0.0% 289 -2,431 -18.28% Q4 2025 Feb 18, 2026
Ballentine Partners, LLC History Reduced 10,522 495 0.01% 0.01% 290 -273 -2.53% Q4 2025 Feb 03, 2026
HRC WEALTH MANAGEMENT, LLC History Reduced 10,435 491 0.24% 0.22% 291 -530 -4.83% Q4 2025 Jan 21, 2026
Accurate Wealth Management, LLC History Reduced 10,336 488 0.06% 0.07% 292 -2,065 -16.65% Q4 2025 Jan 14, 2026
ALLSTATE CORP History New 10,103 475 0.01% 293 +10,103 New Q4 2025 Feb 09, 2026
WORLD EQUITY GROUP, INC. History Reduced 10,058 473 0.13% 0.1% 294 -121 -1.19% Q4 2025 Jan 12, 2026
Cambridge Financial Group, LLC History No change 11,993 473 0.16% 0.16% 295 0 0.0% Q4 2025 Jan 09, 2026
Fulcrum Equity Management History No change 9,905 466 0.45% 0.42% 296 0 0.0% Q4 2025 Jan 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 9,847 463 0.0% 0.0% 297 +749 8.23% Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History Added to 9,815 461 0.05% 0.05% 298 +12 0.12% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Added to 9,679 455 0.01% 0.01% 299 +4,722 95.26% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Reduced 9,655 454 0.02% 0.02% 300 -29 -0.3% Q4 2025 Feb 06, 2026
Pure Financial Advisors, LLC History Added to 9,531 448 0.08% 0.01% 301 +689 7.79% Q4 2025 Mar 04, 2026
Lifestyle Asset Management, Inc. History No change 9,482 446 0.15% 0.14% 302 0 0.0% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Reduced 9,380 441 0.01% 0.01% 303 -294 -3.04% Q4 2025 Jan 22, 2026
RFG Advisory, LLC History Reduced 9,238 434 0.01% 0.01% 304 -686 -6.91% Q4 2025 Feb 03, 2026
SageView Advisory Group, LLC History Reduced 9,159 431 0.01% 0.01% 305 -185 -1.98% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History Reduced 8,883 418 0.04% 0.04% 306 -276 -3.01% Q4 2025 Jan 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 8,886 418 0.01% 0.01% 307 +14 0.16% Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 8,861 416 0.0% 0.0% 308 +436 5.18% Q4 2025 Feb 13, 2026
Ethic Inc. History Reduced 8,843 416 0.01% 0.01% 309 -359 -3.9% Q4 2025 Feb 03, 2026
Concorde Asset Management, LLC History Reduced 8,798 414 0.17% 0.22% 310 -4,100 -31.79% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Reduced 8,674 408 0.09% 0.1% 311 -2,114 -19.6% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 8,577 403 0.01% 0.01% 312 -1,157 -11.89% Q4 2025 Feb 10, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 8,521 400 0.04% 0.03% 313 +2,014 30.95% Q4 2025 Jan 20, 2026
Fieldview Capital Management, LLC History Added to 8,481 399 0.07% 0.04% 314 +2,540 42.75% Q4 2025 Feb 13, 2026
Warwick Investment Management, Inc. History No change 8,429 396 0.06% 0.06% 315 0 0.0% Q4 2025 Jan 15, 2026
West Wealth Group, LLC History Added to 8,332 392 0.08% 0.08% 317 +47 0.57% Q4 2025 Jan 26, 2026
S. R. Schill & Associates History No change 8,339 392 0.28% 0.25% 316 0 0.0% Q4 2025 Jan 23, 2026
World Investment Advisors History Added to 8,283 389 0.01% 0.0% 318 +3,409 69.94% Q4 2025 Mar 12, 2026
Heritage Family Offices, LLP History Reduced 8,279 389 0.18% 0.16% 319 -123 -1.46% Q4 2025 Jan 12, 2026
Norinchukin Bank, The History Added to 8,096 380 0.0% 0.0% 320 +126 1.58% Q4 2025 Feb 17, 2026
Investmark Advisory Group LLC History Added to 8,012 377 0.16% 0.15% 321 +9 0.11% Q4 2025 Jan 28, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 8,006 376 0.2% 0.21% 322 -686 -7.89% Q4 2025 Feb 05, 2026
Dynamic Technology Lab Private Ltd History New 7,908 372 0.08% 323 +7,908 New Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Reduced 7,804 367 0.01% 0.03% 325 -3,934 -33.52% Q4 2025 Feb 04, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 7,811 367 0.09% 0.08% 324 0 0.0% Q4 2025 Feb 09, 2026
Corient Private Wealth LLC History Added to 7,778 366 0.0% 0.0% 328 +1,708 28.14% Q4 2025 Mar 09, 2026
MEEDER ASSET MANAGEMENT INC History Added to 7,789 366 0.02% 0.02% 326 +1,207 18.34% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Added to 7,791 366 0.01% 0.01% 327 +32 0.41% Q4 2025 Feb 02, 2026
Kovack Advisors, Inc. History Added to 7,747 364 0.02% 0.03% 329 +466 6.4% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Reduced 7,653 360 0.01% 0.01% 330 -124 -1.59% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 7,488 352 0.02% 0.01% 331 +1,815 31.99% Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History No change 7,440 350 0.02% 0.02% 332 0 0.0% Q4 2025 Feb 05, 2026
A&I FINANCIAL SERVICES, LLC History Added to 7,422 349 0.17% 0.14% 333 +575 8.4% Q4 2025 Jan 28, 2026
INTEGRITY ALLIANCE, LLC. History New 7,393 347 0.01% 334 +7,393 New Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History Added to 7,367 346 0.0% 0.0% 335 +115 1.59% Q4 2025 Feb 02, 2026
TRAN CAPITAL MANAGEMENT, L.P. History No change 7,350 345 0.04% 0.04% 336 0 0.0% Q4 2025 Jan 20, 2026
Anson Capital, Inc. History Reduced 7,268 342 0.25% 0.23% 337 -54 -0.74% Q4 2025 Feb 04, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 7,260 341 0.0% 0.0% 338 0 0.0% Q4 2025 Feb 10, 2026
Equitable Holdings, Inc. History New 7,212 339 0.0% 339 +7,212 New Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 7,208 339 0.0% 340 +7,208 New Q4 2025 Feb 18, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History New 7,138 338 0.0% 341 +7,138 New Q4 2025 Jan 21, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History New 7,003 329 0.05% 342 +7,003 New Q4 2025 Jan 29, 2026
Brookstone Capital Management History Added to 6,945 326 0.0% 0.0% 343 +456 7.03% Q4 2025 Jan 15, 2026
IFP Advisors, Inc History Added to 6,853 322 0.01% 0.0% 344 +4,502 191.49% Q4 2025 Feb 06, 2026
Soltis Investment Advisors LLC History Reduced 6,819 320 0.02% 0.03% 345 -2,047 -23.09% Q4 2025 Apr 02, 2026
SMITH, MOORE & CO. History No change 6,719 316 0.02% 0.02% 346 0 0.0% Q4 2025 Jan 23, 2026
Sterling Capital Management LLC History Reduced 6,709 315 0.01% 0.0% 347 -554 -7.63% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History New 6,628 311 0.0% 348 +6,628 New Q4 2025 Feb 09, 2026
CAXTON ASSOCIATES LLP History New 6,611 311 0.01% 349 +6,611 New Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 6,585 310 0.0% 0.0% 350 -1,572 -19.27% Q4 2025 Jan 05, 2026
Octavia Wealth Advisors, LLC History Reduced 6,533 309 0.03% 0.04% 351 -2,612 -28.56% Q4 2025 Jan 23, 2026
Biltmore Family Office, LLC History New 6,488 306 0.04% 352 +6,488 New Q4 2025 Feb 04, 2026
Vontobel Holding Ltd. History New 6,432 302 0.0% 353 +6,432 New Q4 2025 Feb 13, 2026
BDFS Capital LLC History New 6,231 294 0.15% 354 +6,231 New Q4 2025 Feb 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 6,237 293 0.02% 0.02% 355 -1,080 -14.76% Q4 2025 Feb 03, 2026
ProVise Management Group, LLC History Reduced 6,187 291 0.02% 0.02% 356 -111 -1.76% Q4 2025 Jan 29, 2026
Western Wealth Management, LLC History Added to 6,071 285 0.01% 0.01% 357 +900 17.4% Q4 2025 Feb 05, 2026
Apriem Advisors History Reduced 5,981 281 0.03% 0.02% 358 -57 -0.94% Q4 2025 Feb 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 5,803 273 0.01% 0.01% 359 -165 -2.76% Q4 2025 Feb 02, 2026
Fiduciary Alliance LLC History Reduced 5,757 270 0.02% 0.02% 360 -1,610 -21.85% Q4 2025 Jan 22, 2026
Sanctuary Advisors, LLC History Reduced 5,698 268 0.0% 0.0% 361 -1,661 -22.57% Q4 2025 Jan 29, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 5,608 266 0.02% 0.02% 364 -340 -5.72% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 5,647 266 0.01% 0.01% 362 +144 2.62% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History No change 5,653 266 0.01% 0.01% 363 0 0.0% Q4 2025 Jan 20, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 5,647 265 0.02% 0.02% 365 -1,976 -25.92% Q4 2025 Jan 20, 2026
Proactive Wealth Strategies LLC History New 5,585 262 0.1% 366 +5,585 New Q4 2025 Feb 05, 2026
MGO ONE SEVEN LLC History Reduced 5,479 257 0.01% 0.01% 367 -100 -1.79% Q4 2025 Feb 03, 2026
EP Wealth Advisors, LLC History New 5,455 256 0.0% 368 +5,455 New Q4 2025 Feb 18, 2026
PFG Investments, LLC History Reduced 5,347 251 0.01% 0.01% 369 -863 -13.9% Q4 2025 Jan 26, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 5,311 250 0.01% 371 +5,311 New Q4 2025 Feb 03, 2026
AMALGAMATED BANK History Added to 5,316 250 0.0% 0.0% 370 +50 0.95% Q4 2025 Feb 05, 2026
ANB BANK History New 5,289 248 0.1% 373 +5,289 New Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 5,288 248 0.01% 0.01% 372 +12 0.23% Q4 2025 Jan 20, 2026
First Heartland Consultants, Inc. History No change 5,233 246 0.02% 0.02% 374 0 0.0% Q4 2025 Jan 09, 2026
Smith Salley Wealth Management History No change 5,234 246 0.01% 0.01% 375 0 0.0% Q4 2025 Jan 27, 2026
AlphaQuest LLC History Reduced 5,190 244 0.01% 0.04% 377 -8,216 -61.29% Q4 2025 Feb 09, 2026
&PARTNERS History New 5,199 244 0.0% 376 +5,199 New Q4 2025 Feb 17, 2026
NORDEN GROUP LLC History Added to 5,155 242 0.02% 0.02% 380 +174 3.49% Q4 2025 Jan 13, 2026
Aquire Wealth Advisors, LLC History No change 5,147 242 0.06% 0.05% 378 0 0.0% Q4 2025 Jan 07, 2026
WEST MICHIGAN ADVISORS, LLC History No change 5,129 242 0.06% 0.05% 379 0 0.0% Q4 2025 Jan 28, 2026
Asset Dedication, LLC History No change 5,141 241 0.02% 0.01% 381 0 0.0% Q4 2025 Jan 26, 2026
Saxony Capital Management, LLC History No change 5,124 241 0.15% 0.14% 382 0 0.0% Q4 2025 Jan 15, 2026
Safe Harbor Family Capital, LLC History New 5,115 240 0.21% 383 +5,115 New Q4 2025 Jan 30, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 5,078 238 0.01% 384 +5,078 New Q4 2025 Feb 13, 2026
Gaddis Premier Wealth Advisors LLC History New 5,045 237 0.18% 387 +5,045 New Q4 2025 Feb 11, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 5,045 237 0.08% 0.08% 385 -372 -6.87% Q4 2025 Feb 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 5,056 237 0.03% 0.02% 386 0 0.0% Q4 2025 Jan 28, 2026
HUB Investment Partners, LLC History No change 5,014 235 0.01% 0.01% 388 0 0.0% Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History New 4,990 234 0.01% 389 +4,990 New Q4 2025 Feb 09, 2026
M&G Plc History Reduced 4,963 233 0.0% 0.0% 390 -148 -2.9% Q4 2025 Feb 12, 2026
B. Riley Wealth Advisors, Inc. History New 4,945 232 0.01% 391 +4,945 New Q4 2025 Feb 17, 2026
MANGROVE PARTNERS IM, LLC History New 4,923 231 0.02% 392 +4,923 New Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 4,928 231 0.0% 0.0% 393 +1,433 41.0% Q4 2025 Jan 26, 2026
KBC Group NV History No change 4,890 230 0.0% 0.0% 394 0 0.0% Q4 2025 Jan 26, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 4,854 228 0.0% 0.0% 395 -35,510 -87.97% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 4,801 225 0.0% 0.0% 396 -1,717 -26.34% Q4 2025 Jan 23, 2026
Venture Visionary Partners LLC History New 4,720 222 0.01% 398 +4,720 New Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Reduced 4,728 222 0.02% 0.02% 397 -237 -4.77% Q4 2025 Feb 18, 2026
GPS Wealth Strategies Group, LLC History Reduced 4,666 219 0.19% 0.34% 399 -72,477 -93.95% Q4 2025 Feb 06, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History New 4,649 218 0.06% 400 +4,649 New Q4 2025 Jan 21, 2026
Harvest Fund Management Co., Ltd History Added to 4,528 213 0.01% 0.01% 401 +533 13.34% Q4 2025 Feb 11, 2026
Composition Wealth, LLC History New 4,471 210 0.0% 402 +4,471 New Q4 2025 Feb 02, 2026
Coppell Advisory Solutions LLC History Reduced 4,416 210 0.02% 0.02% 403 -428 -8.84% Q4 2025 Feb 17, 2026
Leelyn Smith, LLC History New 4,450 209 0.03% 404 +4,450 New Q4 2025 Jan 28, 2026
Navis Wealth Advisors, LLC History New 4,428 208 0.09% 405 +4,428 New Q4 2025 Feb 13, 2026
Amicus Financial Advisors, LLC History New 4,375 205 0.06% 407 +4,375 New Q4 2025 Mar 02, 2026
111 Capital History New 4,362 205 0.04% 406 +4,362 New Q4 2025 Feb 11, 2026
Balboa Wealth Partners History Reduced 4,250 200 0.03% 0.05% 408 -2,160 -33.7% Q4 2025 Jan 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,786 178 0.0% 0.0% 409 -152 -3.86% Q4 2025 Feb 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 3,756 176 0.01% 0.01% 410 +424 12.73% Q4 2025 Feb 06, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 3,691 174 0.01% 0.0% 411 +2,590 235.24% Q4 2025 Jan 20, 2026
Global Retirement Partners, LLC History Added to 3,551 167 0.0% 0.0% 412 +2,393 206.65% Q4 2025 Feb 06, 2026
Strategic Advocates LLC History No change 3,464 165 0.04% 0.04% 413 0 0.0% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Added to 3,437 164 0.01% 0.0% 414 +3,113 960.8% Q4 2025 Feb 13, 2026
CX Institutional History Reduced 3,413 161 0.0% 0.01% 416 -1,849 -35.14% Q4 2025 Feb 02, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 3,439 161 0.0% 0.0% 415 +622 22.08% Q4 2025 Jan 14, 2026
Tidemark, LLC History Added to 3,199 150 0.04% 0.04% 417 +4 0.13% Q4 2025 Feb 10, 2026
Nova Wealth Management, Inc. History Reduced 3,122 146 0.1% 0.18% 418 -3,000 -49.0% Q4 2025 Jan 14, 2026
POM Investment Strategies, LLC History Added to 3,084 145 0.07% 0.05% 419 +1,016 49.13% Q4 2025 Feb 17, 2026
FNY Investment Advisers, LLC History New 3,000 141 0.04% 420 +3,000 New Q4 2025 Jan 16, 2026
WPG Advisers, LLC History Reduced 2,934 138 0.1% 0.8% 421 -21,639 -88.06% Q4 2025 Jan 28, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 2,793 131 0.0% 0.0% 422 +154 5.84% Q4 2025 Jan 27, 2026
Newbridge Financial Services Group, Inc. History Reduced 2,751 129 0.02% 0.02% 423 -478 -14.8% Q4 2025 Jan 21, 2026
Triumph Capital Management History New 2,609 122 0.03% 425 +2,609 New Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 2,602 122 0.0% 0.0% 424 -1,779 -40.61% Q4 2025 Feb 10, 2026
Franchise GP Ltd History New 2,575 121 0.14% 426 +2,575 New Q4 2025 Jan 28, 2026
Prestige Wealth Management Group LLC History Reduced 2,508 118 0.02% 0.03% 427 -759 -23.23% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Added to 2,488 117 0.01% 0.0% 428 +435 21.19% Q4 2025 Jan 05, 2026
HUNTINGTON NATIONAL BANK History Reduced 2,157 101 0.0% 0.0% 429 -76 -3.4% Q4 2025 Feb 09, 2026
Indiana Trust & Investment Management Co History No change 2,012 94 0.03% 0.03% 430 0 0.0% Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Added to 1,837 86 0.0% 0.0% 431 +585 46.73% Q4 2025 Feb 02, 2026
Quantbot Technologies LP History Reduced 1,788 84 0.0% 0.01% 433 -9,778 -84.54% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Reduced 1,799 84 0.0% 0.0% 432 -73 -3.9% Q4 2025 Feb 12, 2026
Arax Advisory Partners History Reduced 1,702 80 0.0% 0.0% 434 -1,210 -41.55% Q4 2025 Feb 13, 2026
FIL Ltd History Reduced 1,650 77 0.0% 0.0% 435 -1,024 -38.29% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History No change 1,610 77 0.0% 0.0% 436 0 0.0% Q4 2025 Jan 21, 2026
McIlrath & Eck, LLC History No change 1,626 76 0.01% 0.01% 437 0 0.0% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Added to 1,543 72 0.0% 0.0% 438 +20 1.31% Q4 2025 Jan 20, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 1,500 70 0.01% 0.01% 439 +500 50.0% Q4 2025 Jan 15, 2026
Rockefeller Capital Management L.P. History Added to 1,461 68 0.0% 0.0% 440 +1,170 402.06% Q4 2025 Mar 16, 2026
Decker Retirement Planning Inc. History No change 1,288 60 0.03% 0.03% 441 0 0.0% Q4 2025 Jan 26, 2026
TD Capital Management LLC History Added to 1,235 58 0.01% 0.0% 442 +7 0.57% Q4 2025 Feb 26, 2026
ACADIAN ASSET MANAGEMENT LLC History New 1,218 57 0.0% 443 +1,218 New Q4 2025 Feb 10, 2026
PROSPERITY BANCSHARES INC History New 1,140 53 0.05% 444 +1,140 New Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 1,115 52 0.0% 0.0% 445 +30 2.76% Q4 2025 Jan 30, 2026
Kozak & Associates, Inc. History No change 1,088 51 0.01% 0.01% 446 0 0.0% Q4 2025 Jan 12, 2026
GROUP ONE TRADING LLC History Added to 1,035 48 0.0% 0.0% 447 +235 29.38% Q4 2025 Feb 12, 2026
Avalon Trust Co History Reduced 989 46 0.0% 0.0% 448 -726 -42.33% Q4 2025 Feb 09, 2026
Physician Wealth Advisors, Inc. History Added to 943 44 0.01% 0.01% 449 +7 0.75% Q4 2025 Jan 29, 2026
North Star Investment Management Corp. History Reduced 916 43 0.0% 0.0% 450 -679 -42.57% Q4 2025 Jan 30, 2026
New England Capital Financial Advisors LLC History Added to 914 43 0.02% 0.02% 451 +5 0.55% Q4 2025 Feb 02, 2026
Versant Capital Management, Inc History Added to 898 42 0.01% 0.0% 452 +28 3.22% Q4 2025 Jan 08, 2026
Darwin Wealth Management, LLC History No change 833 39 0.01% 0.01% 453 0 0.0% Q4 2025 Jan 22, 2026
WOLFF WIESE MAGANA LLC History No change 832 39 0.02% 0.02% 454 0 0.0% Q4 2025 Jan 14, 2026
IFC & Insurance Marketing, Inc. History New 810 38 0.04% 455 +810 New Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Reduced 791 37 0.0% 0.0% 456 -74 -8.55% Q4 2025 Feb 06, 2026
LOOMIS SAYLES & CO L P History No change 761 35 0.0% 0.0% 457 0 0.0% Q4 2025 Feb 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 742 33 0.0% 458 +742 New Q4 2025 Feb 11, 2026
Kemnay Advisory Services Inc. History New 620 29 0.0% 459 +620 New Q4 2025 Feb 17, 2026
Gen-Wealth Partners Inc History No change 585 27 0.01% 0.01% 460 0 0.0% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 563 26 0.0% 0.0% 462 -1,274 -69.35% Q4 2025 Jan 13, 2026
Garton & Associates Financial Advisors LLC History New 555 26 0.01% 463 +555 New Q4 2025 Feb 18, 2026
Tradewinds Capital Management, LLC History No change 563 26 0.01% 0.01% 461 0 0.0% Q4 2025 Jan 14, 2026
Silicon Valley Capital Partners History Added to 513 24 0.0% 0.0% 464 +3 0.59% Q4 2025 Feb 13, 2026
Financial Avengers, Inc. History Reduced 500 23 0.01% 0.02% 465 -426 -46.0% Q4 2025 Mar 03, 2026
Financial Gravity Asset Management, Inc. History No change 481 22 0.0% 0.0% 466 0 0.0% Q4 2025 Feb 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 448 21 0.0% 467 +448 New Q4 2025 Jan 07, 2026
Center for Financial Planning, Inc. History No change 432 20 0.0% 0.0% 468 0 0.0% Q4 2025 Feb 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 421 19 0.0% 0.01% 469 -841,186 -99.95% Q4 2025 Feb 13, 2026
Grove Bank & Trust History Reduced 414 19 0.0% 0.01% 470 -1,234 -74.88% Q4 2025 Jan 08, 2026
Measured Wealth Private Client Group, LLC History No change 392 18 0.0% 0.0% 471 0 0.0% Q4 2025 Feb 10, 2026
EASTERN BANK History New 377 17 0.0% 472 +377 New Q4 2025 Jan 14, 2026
EverSource Wealth Advisors, LLC History Added to 352 16 0.0% 0.0% 473 +10 2.92% Q4 2025 Feb 06, 2026
Covestor Ltd History No change 336 16 0.01% 0.01% 474 0 0.0% Q4 2025 Feb 06, 2026
OPTIMA CAPITAL LLC History New 318 14 0.01% 478 +318 New Q4 2025 Jan 23, 2026
TD Waterhouse Canada Inc. History New 300 14 0.0% 477 +300 New Q4 2025 Jan 27, 2026
Acumen Wealth Advisors, LLC History New 299 14 0.0% 476 +299 New Q4 2025 Feb 13, 2026
Archer Investment Corp History Reduced 310 14 0.0% 0.0% 475 -155 -33.33% Q4 2025 Jan 30, 2026
Pinnacle Wealth Planning Services, Inc. History New 258 12 0.0% 479 +258 New Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History No change 254 11 0.0% 0.0% 480 0 0.0% Q4 2025 Feb 09, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 217 10 0.0% 0.0% 481 -19 -8.05% Q4 2025 Feb 10, 2026
Hillsdale Investment Management Inc. History Reduced 200 9 0.0% 0.0% 484 -20 -9.09% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History No change 195 9 0.0% 0.0% 482 0 0.0% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO History No change 206 9 0.0% 0.0% 483 0 0.0% Q4 2025 Jan 26, 2026
Aster Capital Management (DIFC) Ltd History New 189 8 0.0% 488 +189 New Q4 2025 Feb 17, 2026
DV Trading LLC History New 170 8 0.0% 487 +170 New Q4 2025 Feb 17, 2026
Capital Analysts, LLC History New 165 8 0.0% 486 +165 New Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Added to 174 8 0.0% 0.0% 485 +2 1.16% Q4 2025 Jan 07, 2026
Bangor Savings Bank History New 151 7 0.0% 489 +151 New Q4 2025 Jan 16, 2026
Blue Trust, Inc. History No change 154 7 0.0% 0.0% 490 0 0.0% Q4 2025 Jan 16, 2026
Private Wealth Asset Management, LLC History No change 157 7 0.0% 0.0% 491 0 0.0% Q4 2025 Feb 10, 2026
AMERIFLEX GROUP, INC. History Reduced 146 6 0.0% 0.0% 492 -146 -50.0% Q4 2025 Feb 18, 2026
QUADRANT CAPITAL GROUP LLC History No change 108 5 0.0% 0.0% 493 0 0.0% Q4 2025 Feb 13, 2026
Quent Capital, LLC History No change 100 4 0.0% 0.0% 494 0 0.0% Q4 2025 Jan 29, 2026
Bell Investment Advisors, Inc History New 74 3 0.0% 497 +74 New Q4 2025 Feb 24, 2026
High Note Wealth, LLC History Reduced 78 3 0.0% 0.0% 496 -10 -11.36% Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History No change 75 3 0.0% 0.0% 495 0 0.0% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 50 2 0.0% 499 +50 New Q4 2025 Feb 09, 2026
Elyxium Wealth, LLC History New 43 2 0.0% 498 +43 New Q4 2025 Feb 05, 2026
Quarry LP History Reduced 24 1 0.0% 0.0% 507 -107 -81.68% Q4 2025 Feb 13, 2026
Kilter Group LLC History New 42 1 0.0% 511 +42 New Q4 2025 Feb 13, 2026
MAI Capital Management History New 22 1 0.0% 501 +22 New Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History New 22 1 0.0% 506 +22 New Q4 2025 Mar 03, 2026
Rossby Financial, LCC History New 22 1 0.0% 510 +22 New Q4 2025 Feb 12, 2026
Bare Financial Services, Inc History Reduced 42 1 0.0% 0.0% 508 -11 -20.75% Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History Added to 40 1 0.0% 0.0% 500 +4 11.11% Q4 2025 Jan 29, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 29 1 0.0% 0.0% 504 -4 -12.12% Q4 2025 Feb 05, 2026
MOTCO History No change 27 1 0.0% 0.0% 502 0 0.0% Q4 2025 Feb 06, 2026
Marquette Asset Management, LLC History No change 38 1 0.0% 0.0% 503 0 0.0% Q4 2025 Jan 16, 2026
FINANCIAL CONSULATE, INC History No change 24 1 0.0% 0.0% 505 0 0.0% Q4 2025 Jan 22, 2026
Financial Network Wealth Advisors LLC History No change 30 1 0.0% 0.0% 509 0 0.0% Q4 2025 Feb 13, 2026
WESTWOOD HOLDINGS GROUP INC History Closed out 0 0 0.16% -519,370 -100.0% Q3 2025 Nov 14, 2025
Korea Investment CORP History Closed out 0 0 0.03% -360,101 -100.0% Q3 2025 Nov 13, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.01% -119,034 -100.0% Q3 2025 Nov 13, 2025
Engineers Gate Manager LP History Closed out 0 0 0.02% -50,061 -100.0% Q3 2025 Nov 14, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -36,494 -100.0% Q3 2025 Nov 13, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.04% -27,048 -100.0% Q3 2025 Nov 14, 2025
Cynosure Group, LLC History Closed out 0 0 0.11% -23,202 -100.0% Q3 2025 Nov 13, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.01% -22,000 -100.0% Q3 2025 Nov 14, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.01% -15,740 -100.0% Q3 2025 Nov 14, 2025
Empower Advisory Group, LLC History Closed out 0 0 0.0% -14,913 -100.0% Q3 2025 Nov 14, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.04% -14,499 -100.0% Q3 2025 Nov 13, 2025
KELLY FINANCIAL GROUP LLC History Closed out 0 0 0.02% -13,975 -100.0% Q3 2025 Oct 22, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 0.01% -12,984 -100.0% Q3 2025 Nov 12, 2025
Kingsview Wealth Management, LLC History Closed out 0 0 0.01% -12,149 -100.0% Q3 2025 Nov 12, 2025
Onyx Bridge Wealth Group LLC History Closed out 0 0 0.04% -8,697 -100.0% Q3 2025 Nov 06, 2025
MQS Management LLC History Closed out 0 0 0.2% -8,249 -100.0% Q3 2025 Nov 06, 2025
Turtle Creek Wealth Advisors, LLC History Closed out 0 0 0.02% -5,735 -100.0% Q3 2025 Oct 29, 2025
Empowered Funds, LLC History Closed out 0 0 0.0% -5,175 -100.0% Q3 2025 Nov 13, 2025
Virtu Financial LLC History Closed out 0 0 0.01% -4,918 -100.0% Q3 2025 Nov 14, 2025
Longboard Asset Management, LP History Closed out 0 0 0.32% -4,807 -100.0% Q3 2025 Oct 22, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -2,646 -100.0% Q3 2025 Nov 14, 2025
Rakuten Investment Management, Inc. History Closed out 0 0 0.0% -2,495 -100.0% Q3 2025 Oct 30, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -2,414 -100.0% Q3 2025 Nov 18, 2025
VIRTUS ADVISERS, LLC History Closed out 0 0 0.04% -1,660 -100.0% Q3 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -1,623 -100.0% Q3 2025 Nov 12, 2025
Main Street Group, LTD History Closed out 0 0 0.01% -1,029 -100.0% Q3 2025 Nov 07, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -741 -100.0% Q3 2025 Nov 12, 2025
TRUST CO OF VERMONT History Closed out 0 0 0.0% -657 -100.0% Q3 2025 Oct 14, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -652 -100.0% Q3 2025 Nov 10, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -390 -100.0% Q3 2025 Nov 12, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -347 -100.0% Q3 2025 Oct 08, 2025
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Closed out 0 0 0.0% -225 -100.0% Q3 2025 Nov 13, 2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 21 0 +21 New Q4 2025 Feb 11, 2026
Stone House Investment Management, LLC History New 18 0 +18 New Q4 2025 Jan 21, 2026
Godfrey Financial Associates, Inc. History New 18 0 +18 New Q4 2025 Feb 10, 2026
Cornerstone Planning Group LLC History New 14 0 +14 New Q4 2025 Feb 02, 2026
Avion Wealth History New 11 0 +11 New Q4 2025 Jan 23, 2026
Dunhill Financial, LLC History New 8 0 +8 New Q4 2025 Jan 29, 2026
Principia Wealth Advisory, LLC History Added to 15 0 +8 114.29% Q4 2025 Feb 10, 2026
Quaker Wealth Management, LLC History New 5 0 +5 New Q4 2025 Jan 28, 2026
American Capital Advisory, LLC History New 5 0 +5 New Q4 2025 Jan 30, 2026
Transamerica Financial Advisors, LLC History New 2 0 +2 New Q4 2025 Feb 13, 2026
MV CAPITAL MANAGEMENT, INC. History New 1 0 +1 New Q4 2025 Feb 23, 2026
UMB Bank, n.a. History No change 21 0 0 0.0% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History No change 14 0 0 0.0% Q4 2025 Jan 26, 2026
Parallel Advisors, LLC History No change 20 0 0 0.0% Q4 2025 Feb 11, 2026
Truvestments Capital LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 11 0 0 0.0% Q4 2025 Jan 08, 2026
Rialto Wealth Management, LLC History No change 17 0 0 0.0% Q4 2025 Jan 12, 2026