ALCON INC - ALC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 21,464,480 1,698,441 0.02% 0.02% 1 +269,343 1.27% Q4 2025 Jan 29, 2026
UBS Group AG History Reduced 18,941,338 1,492,766 0.24% 0.22% 2 -273,250 -1.42% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Added to 13,191,518 1,039,623 0.18% 0.12% 3 +4,384,471 49.78% Q4 2025 Feb 10, 2026
NORGES BANK History New 12,052,593 961,073 0.1% — 4 +12,052,593 New Q4 2025 Feb 10, 2026
FMR LLC History Added to 10,758,829 856,624 0.04% 0.04% 5 +23,606 0.22% Q4 2025 Feb 17, 2026
Aristotle Capital Management, LLC History Reduced 10,148,092 799,779 1.6% 1.54% 6 -557,508 -5.21% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 7,740,091 618,231 1.33% 1.45% 7 -753,063 -8.87% Q4 2025 Jan 27, 2026
AKO CAPITAL LLP History Reduced 7,686,700 609,351 9.28% 8.44% 8 -287,664 -3.61% Q4 2025 Feb 17, 2026
Select Equity Group, L.P. History Reduced 6,218,304 496,679 2.14% 2.06% 9 -509,378 -7.57% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 5,870,060 462,619 0.06% 0.03% 10 +2,039,477 53.24% Q4 2025 Mar 25, 2026
Amundi History Added to 5,281,220 416,212 0.11% 0.12% 11 +468,212 9.73% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 5,223,585 411,670 0.13% 0.09% 12 +1,510,223 40.67% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Reduced 5,059,350 399,588 0.1% 0.1% 13 -246,135 -4.64% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Added to 4,967,751 396,793 0.39% 0.34% 14 +161,258 3.36% Q4 2025 Jan 29, 2026
HARDING LOEVNER LP History Reduced 4,810,865 379,159 3.34% 3.0% 15 -671,559 -12.25% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Reduced 4,618,843 368,306 1.16% 1.18% 16 -614,551 -11.74% Q4 2025 Feb 13, 2026
SIH Partners, LLLP History Reduced 4,316,694 340,198 6.45% 12.36% 17 -1,511,613 -25.94% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 4,293,822 338,396 0.08% 0.06% 18 +358,368 9.11% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 4,137,538 326,081 0.05% — 19 +4,137,538 New Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,996,161 314,937 0.02% 0.02% 20 +37,399 0.94% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 3,897,663 311,319 0.07% 0.07% 21 -35,056 -0.89% Q4 2025 Feb 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 3,151,749 248,390 0.03% 0.08% 22 -7,103,801 -69.27% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 2,966,164 233,763 0.01% 0.01% 23 +118,541 4.16% Q4 2025 Feb 11, 2026
CANTILLON CAPITAL MANAGEMENT LLC History Added to 2,845,121 224,223 1.21% 1.16% 24 +21,799 0.77% Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History Added to 2,854,000 221,470 0.36% 0.33% 25 +91,405 3.31% Q4 2025 Jan 15, 2026
Troy Asset Management Ltd History Added to 2,987,050 189,020 4.87% 4.52% 26 +15,030 0.51% Q4 2025 Feb 09, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 2,341,885 184,563 1.01% 1.1% 27 -80,083 -3.31% Q4 2025 Feb 12, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 2,264,092 180,833 4.12% 7.15% 28 0 0.0% Q4 2025 Feb 02, 2026
Rudius Management LP History Reduced 2,145,566 169,092 36.68% 33.97% 29 -26,175 -1.21% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Added to 2,140,116 168,662 0.14% 0.07% 30 +970,451 82.97% Q4 2025 Feb 11, 2026
Sustainable Growth Advisers, LP History Reduced 2,131,499 167,983 1.16% 1.4% 31 -1,082,810 -33.69% Q4 2025 Feb 10, 2026
Fiera Capital Corp History Reduced 2,028,121 159,836 0.51% 0.51% 32 -79,718 -3.78% Q4 2025 Feb 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 2,013,258 158,664 0.65% 0.64% 33 -67,736 -3.25% Q4 2025 Feb 09, 2026
Southpoint Capital Advisors LP History New 2,000,000 157,620 3.66% — 34 +2,000,000 New Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 1,780,045 140,285 0.16% 0.07% 35 +1,257,245 240.48% Q4 2025 Feb 17, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 1,747,719 138,081 1.74% 1.4% 36 +311,932 21.73% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 1,639,527 130,390 0.22% 0.21% 37 +20,731 1.28% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 1,610,204 127,486 0.07% 0.01% 38 +1,394,148 645.27% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 1,488,948 118,927 0.03% 0.03% 39 -247,869 -14.27% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 1,476,098 117,117 0.13% 0.06% 40 +1,310,504 791.4% Q4 2025 Feb 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 1,481,381 117,076 0.32% 0.31% 41 -12,998 -0.87% Q4 2025 Feb 05, 2026
Liontrust Investment Partners LLP History Added to 1,411,358 112,730 1.67% 1.26% 42 +255,983 22.16% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 1,419,370 111,860 0.01% 0.01% 43 -765,370 -35.03% Q4 2025 Feb 13, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 1,340,866 105,673 0.08% 0.08% 44 -4,040 -0.3% Q4 2025 Feb 11, 2026
T. Rowe Price Investment Management, Inc. History Reduced 1,311,825 103,385 0.07% 0.22% 45 -3,570,624 -73.13% Q4 2025 Feb 19, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 1,251,163 99,767 0.07% 0.05% 46 +268,670 27.35% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 1,237,502 98,839 0.1% 0.08% 47 +282,430 29.57% Q4 2025 Feb 11, 2026
Ilex Capital Partners (UK) LLP History Added to 1,178,072 94,097 2.66% 0.03% 48 +1,165,449 9232.74% Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History New 1,181,545 93,117 0.07% — 49 +1,181,545 New Q4 2025 Feb 13, 2026
Vestal Point Capital, LP History Added to 1,105,000 87,085 2.96% 3.7% 50 +5,000 0.45% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History New 1,077,189 84,893 0.05% — 51 +1,077,189 New Q4 2025 Feb 17, 2026
Banque Cantonale Vaudoise History Reduced 1,035,776 82,728 2.95% 2.9% 52 -3,635 -0.35% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Added to 1,024,670 81,685 0.08% 0.05% 53 +348,813 51.61% Q4 2025 Feb 17, 2026
Compagnie Lombard Odier SCmA History Added to 1,014,457 81,029 0.88% 0.73% 54 +124,485 13.99% Q4 2025 Jan 16, 2026
CITIGROUP INC History Reduced 1,000,099 79,881 0.04% 0.04% 55 -85,966 -7.92% Q4 2025 Feb 13, 2026
LGT Group Foundation History Added to 935,861 74,625 0.81% 0.58% 56 +259,298 38.33% Q4 2025 Feb 05, 2026
SEI INVESTMENTS CO History Added to 906,862 71,470 0.07% 0.07% 57 +38,049 4.38% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 893,150 70,389 0.01% 0.01% 58 +54,860 6.54% Q4 2025 Feb 17, 2026
Williams Jones Wealth Management, LLC. History Reduced 823,101 64,868 0.73% 0.73% 59 -31,966 -3.74% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 798,035 63,697 0.01% 0.01% 60 +60,174 8.16% Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 726,793 62,003 0.11% 0.09% 61 0 0.0% Q4 2025 Jan 28, 2026
Ninety One North America, Inc. History New 728,305 58,172 2.36% — 62 +728,305 New Q4 2025 Jan 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 725,799 57,449 0.05% — 63 +725,799 New Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 719,678 56,775 0.02% 0.02% 64 -257,768 -26.37% Q4 2025 Feb 10, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 716,625 56,477 1.64% 0.32% 65 +566,656 377.85% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Added to 716,204 56,444 0.01% 0.0% 66 +374,351 109.51% Q4 2025 Feb 17, 2026
NICHOLAS COMPANY, INC. History Added to 688,610 54,269 0.95% 0.83% 67 +28,500 4.32% Q4 2025 Feb 04, 2026
TWO SIGMA ADVISERS, LP History Added to 648,939 51,142 0.1% 0.03% 68 +432,560 199.91% Q4 2025 Feb 17, 2026
M&G Plc History Added to 638,181 50,888 0.26% 0.22% 69 +91,250 16.68% Q4 2025 Feb 12, 2026
BANQUE PICTET & CIE SA History Reduced 633,602 50,608 0.3% 0.28% 70 -15,105 -2.33% Q4 2025 Jan 16, 2026
BlackRock, Inc. History Reduced 603,508 47,562 0.0% 0.0% 71 -132,639 -18.02% Q4 2025 Feb 12, 2026
AVIVA PLC History Added to 567,514 45,244 0.08% 0.07% 72 +15,048 2.72% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Reduced 572,087 45,112 0.03% 0.09% 73 -1,058,344 -64.91% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 536,200 42,257 0.0% 0.0% 74 +296,086 123.31% Q4 2025 Feb 17, 2026
FIL Ltd History Reduced 515,925 41,216 0.03% 0.04% 75 -108,989 -17.44% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 497,645 39,219 0.06% 0.01% 76 +431,664 654.22% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Added to 479,128 38,837 0.12% 0.08% 77 +166,790 53.4% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 474,094 37,363 0.05% 0.05% 78 +72,853 18.16% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 455,268 36,354 0.04% 0.03% 79 +55,195 13.8% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 459,875 36,242 0.02% 0.02% 80 -18,364 -3.84% Q4 2025 Feb 10, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Added to 447,483 35,266 1.23% 0.46% 81 +265,000 145.22% Q4 2025 Feb 04, 2026
Birch Hill Investment Advisors LLC History Reduced 441,835 34,821 1.46% 1.4% 82 -2,340 -0.53% Q4 2025 Jan 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 433,704 34,590 0.11% 0.01% 83 +405,088 1415.6% Q4 2025 Feb 17, 2026
PARNASSUS INVESTMENTS, LLC History Reduced 435,222 34,299 0.09% 0.1% 84 -174,388 -28.61% Q4 2025 Feb 12, 2026
M.D. Sass, LLC History Reduced 431,003 33,967 2.68% 3.11% 85 -80,797 -15.79% Q4 2025 Feb 10, 2026
Walleye Capital LLC History Added to 424,239 33,434 0.1% 0.0% 86 +410,439 2974.2% Q4 2025 Feb 13, 2026
Korea Investment CORP History Added to 412,789 32,971 0.06% 0.06% 87 +7,396 1.82% Q4 2025 Feb 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 412,247 32,489 0.41% 0.41% 88 -22,431 -5.16% Q4 2025 Feb 10, 2026
BNP Paribas Asset Management Holding S.A. History New 500,984 31,703 0.04% — 89 +500,984 New Q4 2025 Feb 13, 2026
Pictet North America Advisors SA History Added to 388,026 30,993 2.94% 2.46% 90 +35,523 10.08% Q4 2025 Jan 16, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History Added to 347,883 27,781 0.44% 6.71% 91 +89,578 34.68% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 347,195 27,557 0.02% 0.03% 92 -195,405 -36.01% Q4 2025 Feb 10, 2026
Optiver Holding B.V. History Reduced 341,327 26,899 0.01% 0.01% 93 -27,933 -7.56% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Reduced 339,007 26,717 0.06% 0.14% 94 -366,684 -51.96% Q4 2025 Feb 17, 2026
Canoe Financial LP History Reduced 332,828 26,571 0.36% 0.36% 95 -7,900 -2.32% Q4 2025 Jan 14, 2026
Sofinnova Investments, Inc. History New 332,520 26,205 1.13% — 96 +332,520 New Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 329,125 25,938 0.1% 0.19% 97 -352,740 -51.73% Q4 2025 Feb 13, 2026
Madison Asset Management, LLC History Reduced 320,900 25,290 0.29% 0.3% 98 -39,235 -10.89% Q4 2025 Feb 04, 2026
BANK OF MONTREAL /CAN/ History Added to 316,837 25,264 0.01% 0.01% 99 +53,494 20.31% Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 313,255 24,929 0.03% 0.05% 100 -231,575 -42.5% Q4 2025 Feb 18, 2026
Reynders McVeigh Capital Management, LLC History Reduced 309,836 24,418 1.15% 1.16% 101 -22,251 -6.7% Q4 2025 Feb 02, 2026
JANUS HENDERSON GROUP PLC History Reduced 297,649 23,778 0.01% 0.02% 102 -291,118 -49.45% Q4 2025 Feb 17, 2026
Douglas Lane & Associates, LLC History Added to 290,024 22,856 0.31% 0.13% 103 +162,120 126.75% Q4 2025 Jan 22, 2026
J. Safra Sarasin Holding AG History Reduced 277,325 22,155 0.36% 0.36% 104 -23,616 -7.85% Q4 2025 Jan 15, 2026
Capital Research Global Investors History Reduced 278,268 22,103 0.0% 0.03% 105 -1,737,317 -86.19% Q4 2025 Feb 11, 2026
Engineers Gate Manager LP History Added to 278,905 21,980 0.26% 0.16% 106 +95,152 51.78% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 275,421 21,792 0.02% 0.02% 107 +20,577 8.07% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Added to 256,287 20,198 0.03% 0.02% 108 +35,941 16.31% Q4 2025 Feb 10, 2026
Invesco Ltd. History Reduced 256,196 20,190 0.0% 0.01% 109 -828,027 -76.37% Q4 2025 Feb 19, 2026
Dundas Partners LLP History Reduced 252,418 20,160 1.42% 2.06% 110 -139,368 -35.57% Q4 2025 Feb 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 252,002 20,094 0.07% 0.08% 111 -40,113 -13.73% Q4 2025 Feb 13, 2026
Ninety One UK Ltd History Added to 246,275 19,421 0.04% 0.04% 112 +4,595 1.9% Q4 2025 Jan 27, 2026
MARSHALL WACE, LLP History Reduced 243,035 19,411 0.02% 0.05% 113 -463,197 -65.59% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 243,144 18,778 0.01% 0.01% 114 -181,031 -42.68% Q4 2025 Feb 17, 2026
MCDANIEL TERRY & CO History Reduced 230,122 18,140 1.58% 1.45% 115 -12,118 -5.0% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 209,234 16,489 0.01% 0.01% 116 -8,769 -4.02% Q4 2025 Feb 18, 2026
SIRIOS CAPITAL MANAGEMENT L P History Reduced 201,433 15,874 1.98% 3.76% 117 -185,777 -47.98% Q4 2025 Feb 13, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 199,990 15,761 0.13% 0.1% 118 +15,433 8.36% Q4 2025 Feb 17, 2026
GAM Holding AG History Reduced 195,449 15,611 1.0% 0.9% 119 -1,121 -0.57% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 196,949 15,521 0.0% 0.0% 120 -119,064 -37.68% Q4 2025 Feb 12, 2026
Susquehanna Portfolio Strategies, LLC History Added to 196,485 15,484 0.24% 0.08% 121 +131,752 203.53% Q4 2025 Feb 17, 2026
Generali Asset Management SPA SGR History Added to 244,247 15,455 0.32% 0.05% 122 +205,710 533.8% Q4 2025 Feb 03, 2026
CAMBIAR INVESTORS LLC History New 191,835 15,118 0.68% — 123 +191,835 New Q4 2025 Jan 23, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 187,018 14,929 1.15% 1.35% 124 -29,966 -13.81% Q4 2025 Feb 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 188,425 14,849 0.0% 0.0% 125 +153,754 443.47% Q4 2025 Feb 13, 2026
SYCOMORE ASSET MANAGEMENT History No change 133,220 14,559 2.41% 2.31% 126 0 0.0% Q4 2025 Feb 12, 2026
LaFleur & Godfrey LLC History Reduced 183,679 14,475 1.75% 1.69% 127 -3,068 -1.64% Q4 2025 Feb 03, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 175,429 14,012 0.03% — 128 +175,429 New Q4 2025 Feb 17, 2026
NICHOLS & PRATT ADVISERS LLP /MA History Added to 177,161 13,962 0.87% 0.83% 129 +24 0.01% Q4 2025 Jan 29, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 174,910 13,784 0.15% 0.19% 130 -113,351 -39.32% Q4 2025 Feb 17, 2026
OAK ASSOCIATES LTD /OH/ History Added to 167,696 13,216 0.79% 0.75% 131 +3,074 1.87% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 167,138 13,172 0.01% 0.01% 132 -12,901 -7.17% Q4 2025 Feb 13, 2026
LATHROP INVESTMENT MANAGEMENT CO History Reduced 164,058 12,929 2.35% 2.26% 133 -539 -0.33% Q4 2025 Feb 09, 2026
Squarepoint Ops LLC History Added to 157,298 12,396 0.01% 0.01% 134 +62,686 66.26% Q4 2025 Feb 13, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 150,490 12,023 0.37% 0.41% 135 -57,201 -27.54% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 146,692 11,562 0.02% 0.02% 136 -61,819 -29.65% Q4 2025 Mar 09, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 138,387 10,906 0.01% 0.03% 137 -395,256 -74.07% Q4 2025 Feb 17, 2026
Running Oak Capital LLC History Reduced 137,022 10,798 1.35% 1.58% 138 -51,592 -27.35% Q4 2025 Jan 23, 2026
LANSDOWNE PARTNERS (UK) LLP History New 134,099 10,706 0.79% — 139 +134,099 New Q4 2025 Feb 13, 2026
Walter Public Investments Inc. History Reduced 133,902 10,552 1.87% 1.67% 140 -2,443 -1.79% Q4 2025 Feb 10, 2026
First Fiduciary Investment Counsel, Inc. History Reduced 130,728 10,303 2.0% 1.9% 141 -221 -0.17% Q4 2025 Jan 30, 2026
ASR Vermogensbeheer N.V. History Added to 124,829 9,970 0.12% 0.11% 142 +3,163 2.6% Q4 2025 Feb 03, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 126,317 9,955 0.21% 0.28% 143 -62,641 -33.15% Q4 2025 Feb 02, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 123,132 9,808 0.0% 0.0% 144 +26,552 27.49% Q4 2025 Feb 17, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 123,915 9,765 0.36% 0.3% 145 +17,712 16.68% Q4 2025 Jan 28, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 119,120 9,387 0.0% 0.06% 146 -2,319,749 -95.12% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Added to 116,047 9,253 0.07% 0.06% 147 +1,945 1.7% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 116,875 9,210 0.01% 0.01% 148 -8,498 -6.78% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 110,446 8,759 0.0% 0.0% 149 +98,618 833.77% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 109,334 8,645 0.02% 0.01% 150 +58,745 116.12% Q4 2025 Feb 17, 2026
BRIDGER MANAGEMENT, LLC History Added to 108,200 8,527 5.48% 2.87% 151 +36,566 51.05% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 104,823 8,368 0.17% 0.16% 152 +982 0.95% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 105,466 8,311 0.0% 0.0% 153 -121,173 -53.47% Q4 2025 Feb 11, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 104,239 8,215 0.02% 0.02% 154 +573 0.55% Q4 2025 Feb 13, 2026
OSSIAM History Added to 103,240 8,178 0.16% 0.04% 155 +56,420 120.5% Q4 2025 Feb 13, 2026
CAMDEN NATIONAL BANK History Added to 103,140 8,128 1.12% 0.95% 156 +11,659 12.74% Q4 2025 Feb 10, 2026
Zurich Insurance Group Ltd/FI History Added to 100,895 8,051 0.06% 0.03% 157 +40,854 68.04% Q4 2025 Feb 17, 2026
AMICA MUTUAL INSURANCE CO History Added to 101,920 8,032 0.7% 0.29% 158 +59,746 141.67% Q4 2025 Feb 10, 2026
USS Investment Management Ltd History Added to 99,196 7,920 0.04% 0.03% 159 +4,462 4.71% Q4 2025 Feb 13, 2026
WORMSER FRERES GESTION History Reduced 97,620 7,798 4.43% 4.06% 160 -932 -0.95% Q4 2025 Feb 10, 2026
Socorro Asset Management LP History Reduced 94,750 7,467 2.89% 2.86% 161 -11,806 -11.08% Q4 2025 Feb 18, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 91,670 7,317 0.1% 0.09% 162 +9,419 11.45% Q4 2025 Feb 17, 2026
GROUPAMA ASSET MANAGMENT History Added to 114,307 7,233 0.11% 0.07% 163 +39,135 52.06% Q4 2025 Feb 27, 2026
Robeco Schweiz AG History No change 90,629 7,142 0.16% 0.15% 164 0 0.0% Q4 2025 Feb 03, 2026
Aberdeen Group plc History Added to 90,134 7,103 0.01% 0.0% 165 +55,808 162.58% Q4 2025 Jan 16, 2026
BLI - Banque de Luxembourg Investments History Reduced 88,661 7,078 0.21% 0.22% 166 -11,195 -11.21% Q4 2025 Feb 11, 2026
LGT Fund Management Co Ltd. History Added to 88,033 7,019 0.55% 0.22% 167 +50,879 136.94% Q4 2025 Feb 05, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History Added to 88,480 6,973 0.83% 0.53% 168 +30,980 53.88% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 87,950 6,931 0.09% 0.07% 169 -2,754 -3.04% Q4 2025 Feb 02, 2026
FIRETRAIL INVESTMENTS PTY LTD History Reduced 80,612 6,469 2.12% 2.03% 170 -29,166 -26.57% Q4 2025 Feb 04, 2026
Bank Pictet & Cie (Europe) AG History Added to 79,596 6,357 0.13% 0.11% 171 +7,266 10.05% Q4 2025 Jan 16, 2026
TCTC Holdings, LLC History Added to 80,221 6,322 0.19% 0.16% 172 +5,805 7.8% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History Reduced 76,391 6,020 0.2% 0.2% 173 -23,965 -23.88% Q4 2025 Feb 10, 2026
Creative Planning History Added to 75,657 5,962 0.0% 0.0% 174 +30,158 66.28% Q4 2025 Feb 17, 2026
SOROS CAPITAL MANAGEMENT LLC History Reduced 75,565 5,955 1.56% 1.47% 175 -4,339 -5.43% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 74,779 5,893 0.04% 0.04% 176 +1,244 1.69% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 72,413 5,706 0.0% 0.0% 177 +40,839 129.34% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 71,149 5,607 0.0% 0.0% 178 +34,355 93.37% Q4 2025 Feb 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History New 71,205 5,600 0.0% — 179 +71,205 New Q4 2025 Jan 08, 2026
Choate Investment Advisors History Reduced 69,000 5,437 0.11% 0.16% 180 -32,151 -31.79% Q4 2025 Feb 09, 2026
Aquatic Capital Management LLC History New 68,184 5,373 0.15% — 181 +68,184 New Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 63,270 4,998 0.01% 0.0% 182 +62,272 6239.68% Q4 2025 Jan 30, 2026
TUDOR INVESTMENT CORP ET AL History Added to 62,425 4,919 0.01% 7.61% 183 +40,425 183.75% Q4 2025 Feb 17, 2026
Advocacy Wealth Management, LLC History Added to 62,257 4,907 0.21% 0.05% 184 +48,261 344.82% Q4 2025 Feb 11, 2026
Aperture Investors, LLC History Added to 56,423 4,446 0.51% 0.47% 185 +10,478 22.81% Q4 2025 Feb 17, 2026
Marks Group Wealth Management, Inc History Reduced 55,983 4,412 0.42% 0.69% 187 -43,732 -43.86% Q4 2025 Feb 11, 2026
Boston Common Asset Management, LLC History Added to 55,987 4,412 0.22% 0.1% 186 +9,766 21.13% Q4 2025 Jan 15, 2026
Lansforsakringar Fondforvaltning AB (publ) History Reduced 54,475 4,351 0.02% 0.04% 188 -55,604 -50.51% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 52,329 4,124 0.03% — 189 +52,329 New Q4 2025 Feb 18, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 51,435 4,053 0.01% 0.0% 190 +18,778 57.5% Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 51,397 4,050 0.01% 0.01% 191 -6,156 -10.7% Q4 2025 Jan 30, 2026
Walleye Trading LLC History Added to 51,300 4,042 0.01% 0.0% 192 +37,100 261.27% Q4 2025 Feb 13, 2026
Leonteq Securities AG History New 63,179 4,037 0.12% — 193 +63,179 New Q4 2025 Feb 06, 2026
Orion Porfolio Solutions, LLC History Reduced 51,128 4,029 0.03% 0.04% 194 -16,243 -24.11% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 51,054 4,024 0.0% 0.0% 195 +3,470 7.29% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 48,713 3,839 0.01% 0.0% 196 +290 0.6% Q4 2025 Feb 02, 2026
Clear Harbor Asset Management, LLC History Reduced 48,119 3,792 0.26% 0.25% 197 -778 -1.59% Q4 2025 Feb 10, 2026
CAPITAL FUND MANAGEMENT S.A. History New 47,181 3,718 0.01% — 198 +47,181 New Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Reduced 46,170 3,687 0.01% 0.0% 199 -2,180 -4.51% Q4 2025 Jan 09, 2026
OSAIC HOLDINGS, INC. History Reduced 45,830 3,645 0.01% 0.01% 200 -5,320 -10.4% Q4 2025 Feb 17, 2026
EFG International AG History New 45,558 3,590 0.07% — 201 +45,558 New Q4 2025 Feb 17, 2026
Chesley Taft & Associates LLC History Reduced 45,379 3,576 0.14% 0.15% 202 -1,590 -3.39% Q4 2025 Jan 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 44,772 3,528 0.0% 0.0% 203 -7,749 -14.75% Q4 2025 Feb 06, 2026
MetLife Investment Management, LLC History Reduced 44,278 3,521 0.02% 0.02% 204 -2,847 -6.04% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 44,399 3,499 0.01% 0.01% 205 +13,810 45.15% Q4 2025 Feb 11, 2026
Robeco Institutional Asset Management B.V. History Reduced 40,817 3,216 0.0% 0.0% 206 -1,909 -4.47% Q4 2025 Jan 23, 2026
GUARDIAN CAPITAL LP History Added to 38,200 3,049 0.09% 0.07% 207 +3,400 9.77% Q4 2025 Feb 18, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 37,412 2,948 0.02% 0.02% 208 -196 -0.52% Q4 2025 Feb 11, 2026
Vestmark Advisory Solutions, Inc. History Added to 37,390 2,946 0.04% 0.03% 209 +19,541 109.48% Q4 2025 Feb 06, 2026
Qsemble Capital Management, LP History New 36,921 2,909 0.24% — 210 +36,921 New Q4 2025 Feb 05, 2026
Summit Place Financial Advisors, LLC History Added to 35,660 2,810 1.36% 1.19% 211 +1,742 5.14% Q4 2025 Feb 02, 2026
MML INVESTORS SERVICES, LLC History Reduced 35,421 2,791 0.01% 0.01% 212 -1,853 -4.97% Q4 2025 Feb 13, 2026
Hudson Bay Capital Management LP History New 35,000 2,758 0.01% — 213 +35,000 New Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Added to 34,300 2,703 0.0% 0.0% 214 +10,200 42.32% Q4 2025 Jan 29, 2026
Atria Investments, Inc History Added to 33,620 2,649 0.03% 0.02% 215 +7,809 30.25% Q4 2025 Feb 05, 2026
HSBC HOLDINGS PLC History Reduced 32,549 2,566 0.0% 0.01% 216 -316,528 -90.68% Q4 2025 Mar 20, 2026
Legacy Wealth Asset Management, LLC History Added to 31,053 2,447 0.6% 0.38% 217 +9,864 46.55% Q4 2025 Jan 12, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 30,652 2,444 0.11% — 218 +30,652 New Q4 2025 Feb 13, 2026
LONDON CO OF VIRGINIA History Reduced 27,960 2,232 0.01% 0.01% 219 -348 -1.23% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 28,210 2,223 0.0% 0.0% 220 +410 1.47% Q4 2025 Feb 11, 2026
NORTHSTAR ASSET MANAGEMENT INC History Reduced 27,916 2,200 0.57% 1.29% 221 -38,748 -58.12% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 27,702 2,183 0.0% 0.0% 222 +11,209 67.96% Q4 2025 Mar 16, 2026
ANTIPODES PARTNERS Ltd History Reduced 26,749 2,136 0.04% 1.09% 223 -625,580 -95.9% Q4 2025 Feb 05, 2026
BECK MACK & OLIVER LLC History New 27,000 2,127 0.04% — 224 +27,000 New Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 25,915 2,061 0.0% 0.0% 225 -7,179 -21.69% Q4 2025 Feb 17, 2026
XY Capital Ltd History Added to 26,085 2,055 1.29% 0.63% 226 +10,080 62.98% Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 25,494 2,009 0.02% 0.02% 227 +310 1.23% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Reduced 25,448 2,008 0.04% 0.1% 228 -18,542 -42.15% Q4 2025 Feb 12, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 25,408 2,002 0.02% 0.02% 229 +280 1.11% Q4 2025 Feb 03, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 25,271 1,991 0.06% 0.06% 230 -1,332 -5.01% Q4 2025 Jan 30, 2026
Pathstone Holdings, LLC History New 25,078 1,981 0.01% — 231 +25,078 New Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 24,455 1,927 0.01% 0.01% 232 +3,343 15.83% Q4 2025 Jan 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 23,675 1,891 0.0% 0.0% 233 +853 3.74% Q4 2025 Feb 17, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Reduced 22,961 1,809 0.12% 0.18% 234 -15,806 -40.77% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History No change 22,574 1,803 0.0% 0.0% 235 0 0.0% Q4 2025 Feb 12, 2026
Centiva Capital, LP History Added to 22,500 1,773 0.01% 0.01% 236 +7,500 50.0% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 22,305 1,757 0.0% 0.0% 237 -36 -0.16% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 22,048 1,737 0.01% 0.01% 238 +543 2.52% Q4 2025 Feb 02, 2026
PEAK6 LLC History New 21,201 1,670 0.0% — 239 +21,201 New Q4 2025 Mar 12, 2026
Burkett Asset Management Ltd History New 21,139 1,665 1.68% — 240 +21,139 New Q4 2025 Feb 12, 2026
Baader Bank Aktiengesellschaft History No change 20,794 1,660 0.11% 0.1% 241 0 0.0% Q4 2025 Feb 05, 2026
Chicago Capital, LLC History Added to 20,970 1,652 0.04% 0.03% 242 +1,910 10.02% Q4 2025 Jan 26, 2026
DAVENPORT & Co LLC History Added to 20,719 1,632 0.01% 0.01% 243 +1,709 8.99% Q4 2025 Jan 12, 2026
CHOREO, LLC History Reduced 20,564 1,630 0.02% 0.03% 244 -5,987 -22.55% Q4 2025 Jan 23, 2026
MCF Advisors LLC History No change 20,609 1,624 0.09% 0.09% 245 0 0.0% Q4 2025 Feb 11, 2026
Moors & Cabot, Inc. History Reduced 20,540 1,618 0.07% 0.07% 246 -400 -1.91% Q4 2025 Feb 10, 2026
Cardinal Capital Management History Added to 20,353 1,604 0.21% 0.21% 247 +281 1.4% Q4 2025 Jan 30, 2026
QUADRANT CAPITAL GROUP LLC History Added to 20,251 1,595 0.05% 0.04% 248 +2,199 12.18% Q4 2025 Feb 13, 2026
ALLIANZ SE History Added to 19,680 1,571 0.02% 0.0% 249 +17,980 1057.65% Q4 2025 Feb 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 19,317 1,522 0.02% 0.01% 250 +6,642 52.4% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 19,035 1,501 0.0% 0.0% 251 -111 -0.58% Q4 2025 Feb 06, 2026
FIRST TRUST ADVISORS LP History Added to 18,950 1,498 0.0% 0.0% 252 +3,390 21.79% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 18,671 1,491 0.01% 0.03% 253 -29,013 -60.84% Q4 2025 Feb 10, 2026
American Assets Investment Management, LLC History No change 18,722 1,475 0.1% 0.1% 254 0 0.0% Q4 2025 Feb 03, 2026
Metis Global Partners, LLC History Reduced 18,227 1,456 0.03% 0.04% 255 -1,910 -9.49% Q4 2025 Feb 11, 2026
&PARTNERS History Reduced 18,382 1,448 0.01% 0.01% 256 -65 -0.35% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Reduced 18,358 1,446 0.02% 0.03% 257 -9,580 -34.29% Q4 2025 Feb 03, 2026
YHB Investment Advisors, Inc. History Reduced 18,180 1,442 0.1% 0.11% 258 -1,114 -5.77% Q4 2025 Jan 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 18,259 1,438 0.0% 0.0% 259 -1,918 -9.51% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Added to 18,042 1,421 0.02% 0.01% 260 +7,832 76.71% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Added to 17,687 1,393 0.01% 0.0% 261 +8,702 96.85% Q4 2025 Feb 13, 2026
NATURAL INVESTMENTS, LLC History Reduced 17,684 1,393 0.35% 0.46% 262 -7,420 -29.56% Q4 2025 Jan 23, 2026
GROUP ONE TRADING LLC History Added to 17,394 1,370 0.0% 0.0% 263 +12,920 288.78% Q4 2025 Feb 12, 2026
XTX Topco Ltd History Reduced 17,193 1,354 0.04% 0.13% 264 -17,420 -50.33% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 17,000 1,339 0.01% — 265 +17,000 New Q4 2025 Feb 05, 2026
HRT FINANCIAL LP History Reduced 16,164 1,273 0.0% 0.01% 266 -12,007 -42.62% Q4 2025 Feb 12, 2026
Phraction Management LLC History Reduced 15,811 1,246 0.33% 0.34% 267 -60 -0.38% Q4 2025 Jan 26, 2026
Banco Santander, S.A. History New 15,616 1,238 0.01% — 268 +15,616 New Q4 2025 Feb 13, 2026
Morningstar Investment Management LLC History Reduced 15,448 1,222 0.07% 0.11% 269 -24,373 -61.21% Q4 2025 Feb 09, 2026
Ridge Creek Global, Inc History New 15,442 1,216 1.02% — 270 +15,442 New Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 15,159 1,194 0.01% 0.01% 271 +1,044 7.4% Q4 2025 Feb 03, 2026
INGALLS & SNYDER LLC History Reduced 14,996 1,182 0.04% 0.04% 272 -277 -1.81% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 14,640 1,153 0.0% 0.0% 273 +613 4.37% Q4 2025 Feb 17, 2026
Advisors Asset Management, Inc. History Reduced 14,583 1,149 0.02% 0.03% 274 -5,598 -27.74% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 14,428 1,137 0.0% 0.0% 275 +1,631 12.75% Q4 2025 Jan 30, 2026
OPPENHEIMER & CO INC History Reduced 14,330 1,129 0.02% 0.02% 276 -5,693 -28.43% Q4 2025 Feb 02, 2026
Numerai GP LLC History Added to 14,264 1,124 0.14% 0.08% 277 +6,985 95.96% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 14,065 1,122 0.0% 0.0% 278 +10,133 257.71% Q4 2025 Feb 10, 2026
Patten Group, Inc. History Reduced 14,229 1,121 0.21% 0.24% 279 -2,483 -14.86% Q4 2025 Jan 23, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 13,996 1,103 0.02% 0.37% 280 -320,438 -95.82% Q4 2025 Feb 12, 2026
Quadrature Capital Ltd History New 13,778 1,085 0.01% — 281 +13,778 New Q4 2025 Feb 17, 2026
ABN AMRO Bank N.V. History Added to 13,250 1,058 0.01% 0.01% 282 +1,210 10.05% Q4 2025 Feb 04, 2026
SummitTX Capital, L.P. History New 13,255 1,044 0.03% — 283 +13,255 New Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History Added to 12,712 1,015 0.0% 0.0% 284 +156 1.24% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Added to 12,825 1,010 0.0% 0.0% 285 +5,203 68.26% Q4 2025 Feb 13, 2026
Lighthouse Investment Partners, LLC History New 12,750 1,004 0.03% — 286 +12,750 New Q4 2025 Feb 17, 2026
17 CAPITAL PARTNERS, LLC History Reduced 12,745 1,004 0.52% 0.52% 287 -50 -0.39% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 12,324 971 0.01% 0.01% 288 -1,062 -7.93% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 12,250 965 0.02% 0.02% 289 +2,171 21.54% Q4 2025 Jan 27, 2026
Laird Norton Wetherby Trust Company, LLC History New 11,710 922 0.02% — 290 +11,710 New Q4 2025 Feb 17, 2026
FIRST MERCHANTS CORP History Reduced 11,653 918 0.03% 0.03% 291 -525 -4.31% Q4 2025 Jan 12, 2026
Vident Advisory, LLC History Reduced 11,329 893 0.01% 0.01% 292 -279 -2.4% Q4 2025 Feb 18, 2026
S&CO INC History No change 11,196 882 0.05% 0.05% 293 0 0.0% Q4 2025 Feb 05, 2026
Greenfield Seitz Capital Management, LLC History Reduced 11,162 879 0.29% 0.3% 294 -1,201 -9.71% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Added to 11,133 877 0.01% 0.01% 295 +956 9.39% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Added to 10,877 857 0.0% 0.0% 296 +318 3.01% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 10,862 856 0.01% 0.01% 297 -650 -5.65% Q4 2025 Feb 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 10,777 849 0.0% 0.0% 298 -464 -4.13% Q4 2025 Feb 18, 2026
HANCOCK WHITNEY CORP History Reduced 10,558 832 0.02% 0.01% 299 -163 -1.52% Q4 2025 Feb 17, 2026
Havemeyer Place LP History New 10,511 828 0.16% — 300 +10,511 New Q4 2025 Feb 11, 2026
Forum Financial Management, LP History No change 10,390 818 0.01% 0.01% 301 0 0.0% Q4 2025 Jan 27, 2026
BESSEMER GROUP INC History Added to 10,263 809 0.0% 0.0% 302 +1,168 12.84% Q4 2025 Feb 05, 2026
Wahed Invest LLC History Added to 9,935 793 0.1% 0.09% 303 +640 6.89% Q4 2025 Feb 18, 2026
Evelyn Partners Investment Management LLP History Reduced 9,740 777 0.02% 0.03% 305 -3,080 -24.02% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 9,507 777 0.0% 0.0% 304 -319 -3.25% Q4 2025 Jan 08, 2026
NewEdge Wealth, LLC History Added to 9,616 757 0.01% 0.01% 306 +151 1.6% Q4 2025 Feb 03, 2026
Dynamic Advisor Solutions LLC History Reduced 9,317 734 0.02% 0.02% 307 -40 -0.43% Q4 2025 Jan 09, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 9,287 731 0.0% 0.0% 308 -5,006 -35.02% Q4 2025 Jan 26, 2026
Verdence Capital Advisors LLC History Reduced 9,260 729 0.04% 0.05% 309 -1,959 -17.46% Q4 2025 Jan 29, 2026
Connecticut Wealth Management, LLC History Added to 9,229 727 0.03% 0.03% 310 +616 7.15% Q4 2025 Feb 12, 2026
Capital Investment Services of America, Inc. History No change 9,054 713 0.07% 0.06% 311 0 0.0% Q4 2025 Jan 29, 2026
CIGNA INVESTMENTS INC /NEW History No change 8,833 705 0.1% 0.09% 312 0 0.0% Q4 2025 Jan 20, 2026
Marex Group plc History Reduced 8,869 698 0.0% 0.01% 313 -4,785 -35.04% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Reduced 8,656 692 0.01% 0.01% 314 -4,010 -31.66% Q4 2025 Jan 05, 2026
Waverly Advisors, LLC History Added to 8,742 688 0.01% 0.0% 315 +3,814 77.39% Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History New 8,705 686 0.11% — 316 +8,705 New Q4 2025 Feb 11, 2026
REGIONS FINANCIAL CORP History Reduced 8,557 674 0.0% 0.0% 317 -103 -1.19% Q4 2025 Jan 27, 2026
HighVista Strategies LLC History Added to 10,440 660 0.17% 0.11% 318 +2,578 32.79% Q4 2025 Feb 17, 2026
Baker Chad R History Reduced 8,225 652 0.12% 1.49% 319 -107,930 -92.92% Q4 2025 Jan 13, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 8,172 644 0.19% 0.11% 320 +3,128 62.01% Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 7,981 631 0.0% 0.0% 321 +3,664 84.87% Q4 2025 Feb 17, 2026
Simmons Bank History Reduced 7,784 613 0.04% 0.05% 322 -1,410 -15.34% Q4 2025 Feb 05, 2026
Quadcap Wealth Management, LLC History Reduced 7,734 609 0.07% 0.07% 323 -78 -1.0% Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 7,680 605 0.0% 0.04% 324 -71,693 -90.32% Q4 2025 Feb 17, 2026
Marotta Asset Management History Reduced 7,658 603 0.11% 0.11% 325 -21 -0.27% Q4 2025 Jan 07, 2026
CULLEN/FROST BANKERS, INC. History Reduced 7,537 593 0.01% 0.01% 326 -1,630 -17.78% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 7,437 586 0.0% 0.0% 327 -24 -0.32% Q4 2025 Feb 05, 2026
Sterling Capital Management LLC History Reduced 7,285 574 0.01% 0.01% 328 -1,589 -17.91% Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History Added to 7,269 572 0.03% 0.02% 330 +1,062 17.11% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 7,165 572 0.0% 0.0% 329 +194 2.78% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Added to 7,113 568 0.01% 0.01% 331 +1,422 24.99% Q4 2025 Feb 17, 2026
Minot DeBlois Advisors LLC History Added to 7,172 565 0.51% 0.44% 332 +670 10.3% Q4 2025 Feb 13, 2026
Argent Trust Co History Reduced 7,131 561 0.02% 0.02% 333 -42 -0.59% Q4 2025 Feb 10, 2026
DV EQUITIES, LLC History New 7,039 554 0.1% — 334 +7,039 New Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 6,765 534 0.01% 0.01% 335 0 0.0% Q4 2025 Jan 21, 2026
ARMISTICE CAPITAL, LLC History New 6,615 521 0.01% — 336 +6,615 New Q4 2025 Feb 17, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 6,355 500 0.07% 0.07% 337 +175 2.83% Q4 2025 Feb 17, 2026
BAHL & GAYNOR INC History No change 6,265 493 0.0% 0.0% 338 0 0.0% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 6,116 486 0.0% 0.0% 339 0 0.0% Q4 2025 Feb 17, 2026
DEARBORN PARTNERS LLC History Reduced 6,122 482 0.02% 0.02% 341 -920 -13.06% Q4 2025 Feb 11, 2026
STATE STREET CORP History No change 6,123 482 0.0% 0.0% 340 0 0.0% Q4 2025 Feb 13, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History Reduced 6,015 474 0.3% 0.53% 342 -5,795 -49.07% Q4 2025 Feb 12, 2026
Fisher Asset Management, LLC History Added to 6,014 473 0.0% 0.0% 343 +132 2.24% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Reduced 5,875 463 0.01% 0.01% 344 -707 -10.74% Q4 2025 Jan 22, 2026
Henry James International Management Inc. History Added to 5,871 462 0.15% 0.09% 345 +2,017 52.34% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 5,613 442 0.01% 0.01% 346 +1,945 53.03% Q4 2025 Jan 23, 2026
Mutual Advisors, LLC History Reduced 5,594 440 0.01% 0.01% 347 -185 -3.2% Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Reduced 5,529 436 0.0% 0.0% 348 -2,138 -27.89% Q4 2025 Jan 28, 2026
Caitong International Asset Management Co., Ltd History Added to 5,438 428 0.1% 0.13% 350 +2,979 121.15% Q4 2025 Mar 03, 2026
WealthTrust Axiom LLC History Reduced 5,435 428 0.11% 0.11% 349 -40 -0.73% Q4 2025 Feb 13, 2026
WEALTH ALLIANCE, LLC History New 5,339 420 0.04% — 351 +5,339 New Q4 2025 Feb 13, 2026
Portside Wealth Group, LLC History Added to 5,278 415 0.06% 0.05% 352 +164 3.21% Q4 2025 Jan 21, 2026
AlphaCore Capital LLC History Reduced 5,076 400 0.01% 0.02% 353 -1,504 -22.86% Q4 2025 Feb 05, 2026
CIBC Asset Management Inc History Added to 5,067 399 0.0% 0.0% 354 +268 5.58% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Added to 5,066 399 0.0% 0.0% 355 +71 1.42% Q4 2025 Feb 13, 2026
FAYEZ SAROFIM & CO History Reduced 5,019 395 0.0% 0.0% 356 -1,690 -25.19% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 5,006 394 0.01% 0.01% 357 +583 13.18% Q4 2025 Feb 19, 2026
Third View Private Wealth, LLC History New 4,941 389 0.05% — 358 +4,941 New Q4 2025 Jan 23, 2026
Caprock Group, LLC History Reduced 4,923 387 0.01% 0.01% 359 -1,253 -20.29% Q4 2025 Jan 28, 2026
Texas Bank & Trust Co History No change 4,882 384 0.14% 0.14% 360 0 0.0% Q4 2025 Feb 06, 2026
Dorsey & Whitney Trust CO LLC History Added to 4,871 383 0.02% 0.02% 361 +473 10.75% Q4 2025 Feb 11, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 4,832 380 0.06% 0.06% 362 +67 1.41% Q4 2025 Jan 22, 2026
OneDigital Investment Advisors LLC History Reduced 4,781 376 0.0% 0.01% 363 -1,896 -28.4% Q4 2025 Feb 13, 2026
NIXON PEABODY TRUST CO History No change 4,740 373 0.03% 0.03% 364 0 0.0% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 4,723 372 0.0% 0.0% 365 +1,340 39.61% Q4 2025 Feb 13, 2026
Lester Murray Antman dba SimplyRich History Reduced 4,638 365 0.1% 0.09% 366 -25 -0.54% Q4 2025 Jan 23, 2026
Versant Capital Management, Inc History Added to 4,545 363 0.05% 0.01% 367 +3,659 412.98% Q4 2025 Jan 08, 2026
PCM Encore, LLC History New 4,460 351 0.07% — 368 +4,460 New Q4 2025 Feb 13, 2026
Qtron Investments LLC History New 4,238 338 0.04% — 370 +4,238 New Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Reduced 4,293 338 0.0% 0.0% 369 -159 -3.57% Q4 2025 Feb 17, 2026
Cranbrook Wealth Management, LLC History No change 4,280 337 0.07% 0.06% 371 0 0.0% Q4 2025 Jan 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 4,234 333 0.0% 0.0% 372 +219 5.45% Q4 2025 Feb 17, 2026
New Republic Capital, LLC History New 4,224 332 0.09% — 373 +4,224 New Q4 2025 Feb 10, 2026
Ballentine Partners, LLC History Added to 4,202 331 0.0% 0.0% 374 +678 19.24% Q4 2025 Feb 03, 2026
Ruggaard & Associates LLC History Reduced 4,196 330 0.13% 0.13% 375 -520 -11.03% Q4 2025 Feb 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 4,169 328 0.0% 0.0% 376 -45 -1.07% Q4 2025 Jan 30, 2026
Capital Analysts, LLC History No change 4,100 328 0.01% 0.01% 377 0 0.0% Q4 2025 Feb 11, 2026
Intesa Sanpaolo Wealth Management History New 4,083 325 0.07% — 378 +4,083 New Q4 2025 Feb 12, 2026
SUMMITRY LLC History Added to 4,063 320 0.01% 0.01% 379 +526 14.87% Q4 2025 Feb 09, 2026
One Wealth Advisors, LLC History Reduced 4,045 318 0.04% 0.05% 380 -1,205 -22.95% Q4 2025 Feb 02, 2026
Kestra Advisory Services, LLC History Reduced 4,034 317 0.0% 0.0% 381 -5,171 -56.18% Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 3,905 310 0.01% — 382 +3,905 New Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History Added to 3,933 309 0.01% 0.0% 383 +1,135 40.56% Q4 2025 Feb 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 3,911 308 0.01% 0.01% 384 -242 -5.83% Q4 2025 Feb 19, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 3,835 302 0.0% 0.03% 385 -181,291 -97.93% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 3,786 299 0.0% 0.0% 388 -764 -16.79% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 3,797 299 0.0% 0.0% 386 +34 0.9% Q4 2025 Feb 18, 2026
PURSUE WEALTH PARTNERS LLC History No change 3,789 299 0.15% 0.15% 387 0 0.0% Q4 2025 Jan 26, 2026
Keel Point, LLC History Reduced 3,750 295 0.02% 0.02% 389 -818 -17.91% Q4 2025 Feb 12, 2026
GLENMEDE TRUST CO NA History New 3,734 294 0.0% — 390 +3,734 New Q4 2025 Feb 17, 2026
GREENLEAF TRUST History Reduced 3,640 286 0.0% 0.0% 391 -7 -0.19% Q4 2025 Jan 21, 2026
Solutions 4 Wealth, Ltd History No change 3,629 286 0.43% 0.42% 392 0 0.0% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Reduced 3,621 285 0.0% 0.01% 393 -1,662 -31.46% Q4 2025 Feb 05, 2026
Perigon Wealth Management, LLC History Added to 3,588 282 0.01% 0.01% 394 +48 1.36% Q4 2025 Jan 16, 2026
CIBC WORLD MARKET INC. History Added to 3,509 280 0.0% 0.0% 395 +726 26.09% Q4 2025 Feb 10, 2026
GC Wealth Management RIA, LLC History Added to 3,554 280 0.01% 0.01% 396 +30 0.85% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 3,527 278 0.0% 0.0% 397 +1,797 103.87% Q4 2025 Jan 23, 2026
San Luis Wealth Advisors LLC History No change 3,497 275 0.05% 0.05% 398 0 0.0% Q4 2025 Jan 26, 2026
Ethic Inc. History New 3,486 274 0.0% — 399 +3,486 New Q4 2025 Feb 03, 2026
Mediolanum International Funds Ltd History New 3,410 272 0.0% — 400 +3,410 New Q4 2025 Feb 09, 2026
Jain Global LLC History Reduced 3,400 267 0.0% 0.01% 401 -14,300 -80.79% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History Added to 3,372 265 0.02% 0.02% 402 +67 2.03% Q4 2025 Jan 13, 2026
New Vernon Capital Holdings II LLC History No change 3,326 262 0.12% 0.11% 403 0 0.0% Q4 2025 Feb 17, 2026
Magnetar Financial LLC History Reduced 3,250 256 0.0% 0.04% 404 -92,912 -96.62% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 3,182 250 0.0% 0.01% 405 -3,947 -55.37% Q4 2025 Feb 09, 2026
BOSTON FAMILY OFFICE LLC History No change 3,156 249 0.02% 0.01% 406 0 0.0% Q4 2025 Feb 13, 2026
Perbak Capital Partners LLP History Reduced 3,155 248 0.08% 0.21% 407 -12,928 -80.38% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Reduced 3,118 247 0.01% 0.03% 408 -3,036 -49.33% Q4 2025 Feb 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 3,089 246 0.0% 0.0% 409 0 0.0% Q4 2025 Feb 13, 2026
Argyle Capital Partners, LLC History No change 3,101 244 0.18% 0.17% 410 0 0.0% Q4 2025 Feb 17, 2026
Mengis Capital Management, Inc. History Added to 3,092 243 0.04% 0.04% 411 +140 4.74% Q4 2025 Mar 05, 2026
NORDEN GROUP LLC History Reduced 3,073 242 0.02% 0.03% 412 -1,226 -28.52% Q4 2025 Jan 13, 2026
SATURNA CAPITAL CORP History No change 3,045 239 0.0% 0.0% 413 0 0.0% Q4 2025 Feb 11, 2026
Dakota Wealth Management History Added to 3,026 238 0.0% 0.0% 414 +76 2.58% Q4 2025 Jan 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 3,007 237 0.0% 0.0% 415 -69 -2.24% Q4 2025 Feb 02, 2026
Corient IA LLC History Reduced 2,980 234 0.22% 0.28% 416 -2,020 -40.4% Q4 2025 Feb 13, 2026
Hardy Reed LLC History Added to 2,946 232 0.02% 0.01% 417 +248 9.19% Q4 2025 Feb 06, 2026
ALTFEST L J & CO INC History Reduced 2,896 228 0.02% 0.04% 418 -1,414 -32.81% Q4 2025 Jan 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 2,880 226 0.02% 0.03% 419 -2,824 -49.51% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 2,855 225 0.0% 0.0% 420 -2,745 -49.02% Q4 2025 Jan 23, 2026
Hilltop Holdings Inc. History New 2,780 219 0.01% — 421 +2,780 New Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 2,703 213 0.01% 0.01% 422 -90 -3.22% Q4 2025 Jan 30, 2026
GUGGENHEIM CAPITAL LLC History New 2,686 211 0.0% — 423 +2,686 New Q4 2025 Feb 17, 2026
Sivia Capital Partners, LLC History New 2,669 210 0.04% — 425 +2,669 New Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 2,676 210 0.0% 0.0% 424 -406 -13.17% Q4 2025 Feb 10, 2026
May Hill Capital, LLC History New 2,652 209 0.03% — 428 +2,652 New Q4 2025 Feb 05, 2026
Icon Wealth Advisors, LLC History Reduced 2,743 209 0.01% 0.02% 427 -300 -9.86% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Reduced 2,653 209 0.0% 0.0% 426 -177 -6.25% Q4 2025 Feb 03, 2026
Advisor OS, LLC History Reduced 2,633 207 0.02% 0.05% 429 -4,926 -65.17% Q4 2025 Feb 04, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History New 2,607 205 0.09% — 430 +2,607 New Q4 2025 Feb 18, 2026
MATHER GROUP, LLC. History No change 2,588 203 0.0% 0.0% 431 0 0.0% Q4 2025 Jan 13, 2026
CYPRESS ASSET MANAGEMENT INC/TX History New 2,543 200 0.04% — 432 +2,543 New Q4 2025 Jan 29, 2026
LRI Investments, LLC History Reduced 2,529 199 0.02% 0.02% 433 -227 -8.24% Q4 2025 Feb 04, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,521 198 0.02% — 434 +2,521 New Q4 2025 Feb 13, 2026
Dixon Mitchell Investment Counsel Inc. History New 2,481 195 0.01% — 435 +2,481 New Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 2,425 191 0.0% 0.0% 436 +152 6.69% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Added to 2,207 173 0.0% 0.0% 437 +590 36.49% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Reduced 2,138 168 0.0% 0.0% 438 -6,565 -75.43% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Reduced 2,060 162 0.0% 0.0% 439 -1,113 -35.08% Q4 2025 Jan 09, 2026
CWM, LLC History Added to 2,025 160 0.0% 0.0% 440 +488 31.75% Q4 2025 Jan 26, 2026
HM PAYSON & CO History No change 2,000 157 0.0% 0.0% 441 0 0.0% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 1,916 151 0.01% 0.01% 442 +187 10.82% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,911 150 0.0% 0.0% 443 -100 -4.97% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Reduced 1,574 124 0.0% 0.0% 444 -1,048 -39.97% Q4 2025 Feb 06, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 1,582 124 0.05% 0.05% 445 0 0.0% Q4 2025 Jan 14, 2026
Wilmington Savings Fund Society, FSB History Reduced 1,526 120 0.0% 0.0% 446 -63 -3.96% Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History New 1,478 116 0.0% — 447 +1,478 New Q4 2025 Feb 17, 2026
MidFirst Bank History New 2,197 115 0.01% — 448 +2,197 New Q4 2025 Feb 25, 2026
Arax Advisory Partners History Added to 1,451 114 0.0% 0.0% 449 +750 106.99% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,421 113 0.0% 0.0% 450 -1,123 -44.14% Q4 2025 Feb 05, 2026
TD Waterhouse Canada Inc. History Reduced 1,386 109 0.0% 0.03% 452 -57,910 -97.66% Q4 2025 Jan 27, 2026
Cromwell Holdings LLC History Added to 1,390 109 0.06% 0.05% 451 +163 13.28% Q4 2025 Jan 20, 2026
Park Place Capital Corp History Reduced 1,337 105 0.02% 0.02% 454 -252 -15.86% Q4 2025 Jan 09, 2026
TFC Financial Management, Inc. History Added to 1,333 105 0.01% 0.01% 453 +240 21.96% Q4 2025 Jan 23, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,248 98 0.0% 0.0% 455 -214 -14.64% Q4 2025 Jan 07, 2026
SITTNER & NELSON, LLC History No change 1,238 97 0.03% 0.03% 456 0 0.0% Q4 2025 Feb 11, 2026
Groupe la Francaise History Reduced 1,200 95 0.0% 0.01% 457 -6,808 -85.01% Q4 2025 Feb 12, 2026
Rosenberg Matthew Hamilton History No change 1,107 87 0.02% 0.02% 458 0 0.0% Q4 2025 Jan 05, 2026
Blue Trust, Inc. History Reduced 1,082 85 0.0% 0.0% 459 -313 -22.44% Q4 2025 Jan 16, 2026
Arlington Trust Co LLC History Added to 1,082 85 0.01% 0.01% 460 +100 10.18% Q4 2025 Jan 30, 2026
Allworth Financial LP History New 1,070 84 0.0% — 461 +1,070 New Q4 2025 Feb 05, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 1,021 80 0.01% 0.01% 462 -147 -12.59% Q4 2025 Jan 20, 2026
FIRST HORIZON CORP History Added to 984 77 0.0% 0.0% 463 +161 19.56% Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History Reduced 963 76 0.01% 0.01% 464 -31 -3.12% Q4 2025 Jan 26, 2026
Clean Yield Group History No change 950 74 0.02% 0.02% 465 0 0.0% Q4 2025 Jan 26, 2026
GAMMA Investing LLC History Reduced 865 68 0.0% 0.01% 466 -393 -31.24% Q4 2025 Jan 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 862 67 0.03% 0.03% 467 0 0.0% Q4 2025 Feb 12, 2026
Security National Bank History No change 800 63 0.01% 0.01% 468 0 0.0% Q4 2025 Feb 05, 2026
Centerpoint Advisors, LLC History No change 795 63 0.02% 0.02% 469 0 0.0% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 795 62 0.0% 0.0% 470 +151 23.45% Q4 2025 Feb 13, 2026
Manchester Capital Management LLC History Added to 755 59 0.01% 0.01% 471 +176 30.4% Q4 2025 Feb 11, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 750 59 0.01% 0.01% 472 0 0.0% Q4 2025 Feb 13, 2026
Hilltop National Bank History Added to 693 54 0.01% 0.0% 474 +620 849.32% Q4 2025 Jan 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 696 54 0.0% 0.0% 473 0 0.0% Q4 2025 Jan 22, 2026
Evelyn Partners Investment Management Services Ltd History Reduced 666 53 0.01% 0.01% 475 -340 -33.8% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Reduced 666 52 0.0% 0.0% 476 -360 -35.09% Q4 2025 Feb 04, 2026
Physician Wealth Advisors, Inc. History Added to 670 52 0.01% 0.01% 477 +32 5.02% Q4 2025 Jan 29, 2026
Private Wealth Asset Management, LLC History Reduced 636 50 0.01% 0.01% 478 -127 -16.64% Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History Added to 629 49 0.0% 0.0% 479 +365 138.26% Q4 2025 Jan 29, 2026
ROTHSCHILD INVESTMENT LLC History Added to 586 46 0.0% 0.0% 480 +114 24.15% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Reduced 525 41 0.0% 0.0% 481 -656 -55.55% Q4 2025 Jan 20, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 487 38 0.03% 0.03% 482 0 0.0% Q4 2025 Feb 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 463 37 0.0% 0.0% 483 0 0.0% Q4 2025 Jan 28, 2026
eCIO, Inc. History New 439 34 0.02% — 485 +439 New Q4 2025 Jan 20, 2026
Oakworth Capital, Inc. History No change 433 34 0.0% 0.0% 484 0 0.0% Q4 2025 Jan 30, 2026
PALLADIEM, LLC History New 407 32 0.03% — 486 +407 New Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Added to 405 31 0.0% 0.0% 488 +295 268.18% Q4 2025 Feb 17, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 400 31 0.01% 0.02% 490 -200 -33.33% Q4 2025 Feb 13, 2026
Indiana Trust & Investment Management Co History Reduced 403 31 0.01% 0.01% 487 -11 -2.66% Q4 2025 Jan 21, 2026
Pacifica Partners Inc. History No change 410 31 0.01% 0.01% 489 0 0.0% Q4 2025 Jan 09, 2026
Grove Bank & Trust History Added to 384 30 0.0% 0.0% 491 +109 39.64% Q4 2025 Jan 08, 2026
CENTRAL TRUST Co History Reduced 346 27 0.0% 0.0% 492 -191 -35.57% Q4 2025 Feb 02, 2026
Clearstead Advisors, LLC History Added to 343 27 0.0% 0.0% 493 +152 79.58% Q4 2025 Feb 09, 2026
BARRETT & COMPANY, INC. History No change 350 27 0.01% 0.01% 494 0 0.0% Q4 2025 Jan 28, 2026
IFP Advisors, Inc History Added to 331 26 0.0% 0.0% 496 +116 53.95% Q4 2025 Feb 06, 2026
North Star Investment Management Corp. History Added to 339 26 0.0% 0.0% 495 +46 15.7% Q4 2025 Jan 30, 2026
MONTAG A & ASSOCIATES INC History Reduced 297 23 0.0% 0.0% 498 -234 -44.07% Q4 2025 Feb 02, 2026
Measured Wealth Private Client Group, LLC History Added to 304 23 0.01% 0.0% 500 +79 35.11% Q4 2025 Feb 10, 2026
SouthState Bank Corp History Added to 297 23 0.0% 0.0% 497 +34 12.93% Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History No change 300 23 0.0% 0.0% 499 0 0.0% Q4 2025 Jan 16, 2026
Laurel Wealth Advisors LLC History New 282 22 0.0% — 502 +282 New Q4 2025 Jan 30, 2026
Salomon & Ludwin, LLC History Added to 274 22 0.0% 0.0% 503 +110 67.07% Q4 2025 Jan 28, 2026
Parkside Financial Bank & Trust History Added to 289 22 0.0% 0.0% 501 +98 51.31% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 272 21 0.0% 0.09% 504 -41,655 -99.35% Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History Added to 278 21 0.0% 0.0% 505 +30 12.1% Q4 2025 Jan 21, 2026
Asset Dedication, LLC History No change 254 20 0.0% 0.0% 506 0 0.0% Q4 2025 Jan 26, 2026
Prestige Wealth Management Group LLC History Added to 251 19 0.0% 0.0% 508 +166 195.29% Q4 2025 Feb 11, 2026
Spire Wealth Management History Reduced 251 19 0.0% 0.0% 509 -139 -35.64% Q4 2025 Jan 14, 2026
Root Financial Partners, LLC History Added to 251 19 0.0% 0.0% 510 +2 0.8% Q4 2025 Feb 10, 2026
Financial Management Professionals, Inc. History No change 248 19 0.0% 0.0% 507 0 0.0% Q4 2025 Jan 27, 2026
SYNTAX RESEARCH, INC. History No change 250 19 0.01% 0.01% 511 0 0.0% Q4 2025 Feb 02, 2026
Rossby Financial, LCC History Added to 229 18 0.01% 0.01% 512 +9 4.09% Q4 2025 Feb 12, 2026
FEDERATED HERMES, INC. History Reduced 215 16 0.0% 0.01% 513 -44,947 -99.52% Q4 2025 Feb 12, 2026
Cornerstone Planning Group LLC History Reduced 202 16 0.0% 0.1% 514 -12,722 -98.44% Q4 2025 Feb 02, 2026
REDMONT WEALTH ADVISORS LLC History No change 205 16 0.02% 0.02% 515 0 0.0% Q4 2025 Feb 06, 2026
Clal Insurance Enterprises Holdings Ltd History New 189 15 0.0% — 516 +189 New Q4 2025 Feb 13, 2026
WealthCollab, LLC History Reduced 191 15 0.01% 0.01% 517 -35 -15.49% Q4 2025 Jan 27, 2026
Navigoe, LLC History No change 202 15 0.01% 0.01% 518 0 0.0% Q4 2025 Feb 03, 2026
Cornerstone Financial Management LLC History New 188 14 0.01% — 523 +188 New Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 185 14 0.0% — 522 +185 New Q4 2025 Feb 05, 2026
FINANCIAL CONSULATE, INC History New 179 14 0.0% — 520 +179 New Q4 2025 Jan 22, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 181 14 0.01% 0.01% 519 0 0.0% Q4 2025 Jan 26, 2026
Millstone Evans Group, LLC History No change 179 14 0.01% 0.01% 521 0 0.0% Q4 2025 Feb 02, 2026
ENTRUST FINANCIAL LLC History New 169 13 0.01% — 527 +169 New Q4 2025 Feb 06, 2026
First Pacific Financial History Reduced 169 13 0.0% 0.0% 526 -10 -5.59% Q4 2025 Jan 16, 2026
Anchor Investment Management, LLC History No change 170 13 0.0% 0.0% 524 0 0.0% Q4 2025 Feb 26, 2026
Golden State Wealth Management, LLC History No change 173 13 0.0% 0.0% 525 0 0.0% Q4 2025 Feb 13, 2026
Key FInancial Inc History Reduced 156 12 0.0% 0.0% 530 -200 -56.18% Q4 2025 Feb 09, 2026
Signature Equity Partners, LLC History New 162 12 0.01% — 533 +162 New Q4 2025 Feb 17, 2026
Addison Advisors LLC History Added to 158 12 0.0% 0.0% 531 +6 3.95% Q4 2025 Feb 06, 2026
MANNING & NAPIER ADVISORS LLC History No change 160 12 0.0% 0.0% 528 0 0.0% Q4 2025 Feb 03, 2026
VALLEY NATIONAL ADVISERS INC History No change 160 12 0.0% 0.0% 529 0 0.0% Q4 2025 Jan 23, 2026
Colonial Trust Co / SC History No change 157 12 0.0% 0.0% 532 0 0.0% Q4 2025 Feb 12, 2026
Frazier Financial Advisors, LLC History New 142 11 0.01% — 537 +142 New Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Added to 141 11 0.0% 0.0% 535 +80 131.15% Q4 2025 Feb 06, 2026
Steigerwald, Gordon & Koch Inc. History Added to 142 11 0.0% 0.0% 536 +34 31.48% Q4 2025 Jan 23, 2026
Westside Investment Management, Inc. History No change 146 11 0.0% 0.0% 534 0 0.0% Q4 2025 Jan 23, 2026
CoreCap Advisors, LLC History Added to 132 10 0.0% 0.0% 538 +2 1.54% Q4 2025 Jan 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 126 9 0.0% 0.0% 540 -1 -0.79% Q4 2025 Jan 14, 2026
MOTCO History No change 124 9 0.0% 0.0% 539 0 0.0% Q4 2025 Feb 06, 2026
McMillan Office, Inc. History New 113 8 0.0% — 545 +113 New Q4 2025 Feb 12, 2026
Advocate Investing Services LLC History New 107 8 0.01% — 546 +107 New Q4 2025 Feb 12, 2026
True Wealth Design, LLC History Added to 103 8 0.0% 0.0% 544 +82 390.48% Q4 2025 Jan 08, 2026
GW&K Investment Management, LLC History Added to 97 8 0.0% 0.0% 541 +5 5.43% Q4 2025 Feb 11, 2026
Richardson Capital Management LLC History No change 107 8 0.0% 0.0% 542 0 0.0% Q4 2025 Jan 30, 2026
Washington Trust Advisors, Inc. History No change 102 8 0.0% 0.0% 543 0 0.0% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Reduced 101 7 0.0% 0.0% 554 -292 -74.3% Q4 2025 Jan 28, 2026
DV Trading LLC History New 100 7 0.0% — 552 +100 New Q4 2025 Feb 17, 2026
AMERIFLEX GROUP, INC. History New 94 7 0.0% — 558 +94 New Q4 2025 Feb 18, 2026
Smithfield Trust Co History Added to 95 7 0.0% 0.0% 549 +15 18.75% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History Reduced 96 7 0.0% 0.0% 548 -7 -6.8% Q4 2025 Feb 09, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 93 7 0.0% 0.0% 547 0 0.0% Q4 2025 Feb 11, 2026
Colonial Trust Advisors History No change 100 7 0.0% 0.0% 550 0 0.0% Q4 2025 Feb 12, 2026
Bogart Wealth, LLC History No change 93 7 0.0% 0.0% 551 0 0.0% Q4 2025 Jan 30, 2026
Costello Asset Management, INC History No change 100 7 0.0% 0.0% 553 0 0.0% Q4 2025 Feb 03, 2026
Archer Investment Corp History No change 101 7 0.0% 0.0% 555 0 0.0% Q4 2025 Jan 30, 2026
MTM Investment Management, LLC History No change 98 7 0.0% 0.0% 556 0 0.0% Q4 2025 Feb 09, 2026
Sachetta, LLC History No change 97 7 0.0% 0.0% 557 0 0.0% Q4 2025 Feb 02, 2026
Provenance Wealth Advisors, LLC History No change 93 7 0.0% 0.0% 559 0 0.0% Q4 2025 Jan 26, 2026
Litman Gregory Wealth Management LLC History New 80 6 0.0% — 560 +80 New Q4 2025 Feb 12, 2026
LGT Financial Advisors LLC History New 79 6 0.04% — 562 +79 New Q4 2025 Feb 13, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 83 6 0.0% 0.01% 563 -25 -23.15% Q4 2025 Feb 10, 2026
CNB Bank History Reduced 80 6 0.0% 0.0% 561 -13 -13.98% Q4 2025 Feb 11, 2026
Kohmann Bosshard Financial Services, LLC History New 71 5 0.0% — 566 +71 New Q4 2025 Jan 30, 2026
Transamerica Financial Advisors, LLC History Added to 66 5 0.0% 0.0% 565 +39 144.44% Q4 2025 Feb 13, 2026
CX Institutional History Added to 66 5 0.0% 0.0% 567 +31 88.57% Q4 2025 Feb 02, 2026
Avalon Trust Co History Reduced 73 5 0.0% 0.0% 568 -27 -27.0% Q4 2025 Feb 09, 2026
NBT BANK N A /NY History Added to 137 5 0.0% 0.0% 564 +4 3.01% Q4 2025 Jan 23, 2026
Caitlin John, LLC History No change 72 5 0.0% 0.0% 569 0 0.0% Q4 2025 Feb 18, 2026
HFM Investment Advisors, LLC History No change 70 5 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 05, 2026
Wilkerson Advisory Group LLC History New 51 4 0.0% — 578 +51 New Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History Added to 60 4 0.0% 0.0% 574 +12 25.0% Q4 2025 Feb 24, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 51 4 0.0% 0.0% 576 -3 -5.56% Q4 2025 Jan 15, 2026
ALBION FINANCIAL GROUP /UT History No change 63 4 0.0% 0.0% 571 0 0.0% Q4 2025 Jan 21, 2026
Bangor Savings Bank History No change 57 4 0.0% 0.0% 572 0 0.0% Q4 2025 Jan 16, 2026
CBIZ Investment Advisory Services, LLC History No change 54 4 0.0% 0.0% 573 0 0.0% Q4 2025 Feb 09, 2026
Atlantic Edge Private Wealth Management, LLC History No change 60 4 0.0% 0.0% 575 0 0.0% Q4 2025 Jan 27, 2026
VSM Wealth Advisory, LLC History No change 58 4 0.0% 0.0% 577 0 0.0% Q4 2025 Feb 06, 2026
Financial Perspectives, Inc History Reduced 44 3 0.0% 0.01% 589 -220 -83.33% Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 50 3 0.0% — 581 +50 New Q4 2025 Jan 21, 2026
Rakuten Securities, Inc. History New 50 3 0.0% — 590 +50 New Q4 2025 Jan 29, 2026
SHP Wealth Management History New 42 3 0.0% — 585 +42 New Q4 2025 Mar 04, 2026
Trust Co History New 40 3 0.0% — 580 +40 New Q4 2025 Jan 15, 2026
Garner Asset Management Corp History New 40 3 0.0% — 582 +40 New Q4 2025 Feb 03, 2026
UNION SAVINGS BANK History New 40 3 0.0% — 588 +40 New Q4 2025 Mar 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 39 3 0.0% 0.0% 579 -16 -29.09% Q4 2025 Feb 06, 2026
Aventura Private Wealth, LLC History Reduced 39 3 0.0% 0.0% 593 -10 -20.41% Q4 2025 Jan 07, 2026
Nalls Sherbakoff Group, LLC History No change 50 3 0.0% 0.0% 583 0 0.0% Q4 2025 Mar 12, 2026
HighMark Wealth Management LLC History No change 45 3 0.0% 0.0% 584 0 0.0% Q4 2025 Feb 05, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 45 3 0.0% 0.0% 586 0 0.0% Q4 2025 Jan 20, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 43 3 0.0% 0.0% 587 0 0.0% Q4 2025 Jan 08, 2026
Crews Bank & Trust History No change 43 3 0.0% 0.0% 591 0 0.0% Q4 2025 Jan 21, 2026
MASECO LLP History No change 47 3 0.0% 0.0% 592 0 0.0% Q4 2025 Jan 22, 2026
Harbor Asset Planning, Inc. History No change 45 3 0.0% 0.0% 594 0 0.0% Q4 2025 Jan 26, 2026
Bayforest Capital Ltd History Reduced 28 2 0.0% 0.0% 610 -34 -54.84% Q4 2025 Jan 27, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 32 2 0.0% — 607 +32 New Q4 2025 Jan 28, 2026
Strategic Wealth Advisors LLC History New 30 2 0.0% — 613 +30 New Q4 2025 Feb 03, 2026
IFC & Insurance Marketing, Inc. History New 29 2 0.0% — 611 +29 New Q4 2025 Feb 12, 2026
Meramec Financial Planners, LLC History New 29 2 0.0% — 612 +29 New Q4 2025 Feb 10, 2026
Principia Wealth Advisory, LLC History Added to 28 2 0.0% — 609 +19 211.11% Q4 2025 Feb 10, 2026
GPS Wealth Strategies Group, LLC History Reduced 33 2 0.0% 0.0% 603 -6 -15.38% Q4 2025 Feb 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 20 2 0.0% 0.0% 595 0 0.0% Q4 2025 Feb 10, 2026
ST GERMAIN D J CO INC History No change 37 2 0.0% 0.0% 596 0 0.0% Q4 2025 Jan 29, 2026
NISA INVESTMENT ADVISORS, LLC History No change 26 2 0.0% 0.0% 597 0 0.0% Q4 2025 Jan 15, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 32 2 0.0% 0.0% 598 0 0.0% Q4 2025 Feb 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 26 2 0.0% 0.0% 599 0 0.0% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 27 2 0.0% 0.0% 600 0 0.0% Q4 2025 Jan 07, 2026
Penserra Capital Management LLC History No change 30 2 0.0% 0.0% 601 0 0.0% Q4 2025 Feb 12, 2026
Cedar Wealth Management, LLC History No change 33 2 0.0% 0.0% 602 0 0.0% Q4 2025 Feb 06, 2026
TSFG, LLC History No change 31 2 0.0% 0.0% 604 0 0.0% Q4 2025 Feb 04, 2026
High Note Wealth, LLC History No change 28 2 0.0% 0.0% 605 0 0.0% Q4 2025 Feb 05, 2026
SBI Securities Co., Ltd. History No change 27 2 0.0% 0.0% 606 0 0.0% Q4 2025 Feb 03, 2026
Granite FO LLC History No change 31 2 0.0% 0.0% 608 0 0.0% Q4 2025 Feb 06, 2026
WEBSTER BANK, N. A. History Reduced 20 1 0.0% 0.0% 615 -131 -86.75% Q4 2025 Jan 23, 2026
DAGCO, INC. History Reduced 19 1 0.0% 0.0% 622 -75 -79.79% Q4 2025 Jan 08, 2026
JNBA Financial Advisors History Reduced 20 1 0.0% 0.0% 617 -40 -66.67% Q4 2025 Jan 26, 2026
Hamrick Investment Counsel, llc History New 20 1 0.0% — 631 +20 New Q4 2025 Mar 31, 2026
West Financial Advisors, LLC History New 19 1 0.0% — 624 +19 New Q4 2025 Jan 13, 2026
Sunrise Financial Services, LLC History New 17 1 0.0% — 630 +17 New Q4 2025 Feb 11, 2026
Whipplewood Advisors, LLC History New 14 1 0.0% — 627 +14 New Q4 2025 Feb 17, 2026
Crewe Advisors LLC History Added to 19 1 0.0% — 620 +8 72.73% Q4 2025 Jan 16, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 13 1 0.0% — 614 0 0.0% Q4 2025 Jan 23, 2026
Coastline Trust Co History No change 25 1 0.0% 0.0% 616 0 0.0% Q4 2025 Jan 05, 2026
Sunbelt Securities, Inc. History No change 25 1 0.0% 0.0% 618 0 0.0% Q4 2025 Feb 20, 2026
Pacific Center for Financial Services History No change 24 1 0.0% 0.0% 619 0 0.0% Q4 2025 Feb 17, 2026
Vermillion Wealth Management, Inc. History No change 20 1 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 11, 2026
Center for Financial Planning, Inc. History No change 20 1 0.0% 0.0% 623 0 0.0% Q4 2025 Feb 05, 2026
Quent Capital, LLC History No change 17 1 0.0% 0.0% 625 0 0.0% Q4 2025 Jan 29, 2026
Glass Jacobson Investment Advisors llc History No change 15 1 0.0% 0.0% 626 0 0.0% Q4 2025 Jan 22, 2026
Evelyn Partners Asset Management Ltd History No change 20 1 0.0% 0.0% 628 0 0.0% Q4 2025 Feb 13, 2026
Caldwell Trust Co History No change 20 1 0.0% 0.0% 629 0 0.0% Q4 2025 Jan 30, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.42% — -1,448,704 -100.0% Q3 2025 Nov 10, 2025
Twin Tree Management, LP History Closed out 0 0 — 0.26% — -831,846 -100.0% Q3 2025 Nov 13, 2025
MACQUARIE GROUP LTD History Closed out 0 0 — 0.03% — -393,803 -100.0% Q3 2025 Nov 13, 2025
Martin Investment Management, LLC History Closed out 0 0 — 4.84% — -255,626 -100.0% Q3 2025 Nov 04, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 — 0.04% — -100,000 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -99,646 -100.0% Q3 2025 Nov 14, 2025
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 — 0.02% — -77,211 -100.0% Q3 2025 Nov 13, 2025
NEW YORK STATE COMMON RETIREMENT FUND History Closed out 0 0 — 0.01% — -64,295 -100.0% Q3 2025 Nov 03, 2025
Sone Capital Management, LLC History Closed out 0 0 — 0.26% — -41,609 -100.0% Q3 2025 Nov 14, 2025
Sciencast Management LP History Closed out 0 0 — 0.48% — -34,799 -100.0% Q3 2025 Nov 12, 2025
Weiss Asset Management LP History Closed out 0 0 — 0.61% — -23,309 -100.0% Q3 2025 Feb 17, 2026
COMGEST GLOBAL INVESTORS S.A.S. History Closed out 0 0 — 0.03% — -20,432 -100.0% Q3 2025 Nov 07, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.06% — -19,715 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 — 0.08% — -19,177 -100.0% Q3 2025 Nov 14, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 — 0.06% — -18,749 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.03% — -15,646 -100.0% Q3 2025 Oct 31, 2025
Prime Capital Investment Advisors, LLC History Closed out 0 0 — 0.01% — -14,289 -100.0% Q3 2025 Nov 05, 2025
Quantessence Capital LLC History Closed out 0 0 — 0.29% — -12,305 -100.0% Q3 2025 Nov 14, 2025
VestGen Advisors, LLC History Closed out 0 0 — 0.03% — -11,712 -100.0% Q3 2025 Nov 14, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.17% — -10,819 -100.0% Q3 2025 Nov 13, 2025
APG Asset Management US Inc. History Closed out 0 0 — 0.01% — -10,326 -100.0% Q3 2025 Nov 12, 2025
FORSTA AP-FONDEN History Reduced 108,961 0 — — — -8,548 -7.27% Q4 2025 Feb 10, 2026
Heritage Family Offices, LLP History Closed out 0 0 — 0.28% — -8,215 -100.0% Q3 2025 Oct 07, 2025
HighPoint Advisor Group LLC History Closed out 0 0 — 0.02% — -6,407 -100.0% Q3 2025 Nov 05, 2025
swisspartners Advisors Ltd History Closed out 0 0 — 0.37% — -6,000 -100.0% Q3 2025 Nov 05, 2025
Headlands Technologies LLC History Closed out 0 0 — 0.03% — -5,429 -100.0% Q3 2025 Nov 12, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.03% — -5,007 -100.0% Q3 2025 Oct 28, 2025
Scientech Research LLC History Closed out 0 0 — 0.12% — -4,764 -100.0% Q3 2025 Nov 14, 2025
LWM Advisory Services, LLC History Closed out 0 0 — 0.2% — -4,566 -100.0% Q3 2025 Nov 25, 2025
Entropy Technologies, LP History Closed out 0 0 — 0.02% — -4,280 -100.0% Q3 2025 Nov 13, 2025
CARY STREET PARTNERS FINANCIAL LLC History Closed out 0 0 — 0.01% — -4,277 -100.0% Q3 2025 Nov 10, 2025
Blueshift Asset Management, LLC History Closed out 0 0 — 0.09% — -3,800 -100.0% Q3 2025 Nov 13, 2025
Norman Fields, Gottscho Capital Management, LLC History Closed out 0 0 — 0.09% — -3,609 -100.0% Q3 2025 Oct 09, 2025
MJP ASSOCIATES INC /ADV History Closed out 0 0 — 0.03% — -3,255 -100.0% Q3 2025 Nov 07, 2025
CHICAGO TRUST Co NA History Closed out 0 0 — 0.03% — -3,234 -100.0% Q3 2025 Oct 10, 2025
Ethos Financial Group, LLC History Closed out 0 0 — 0.02% — -3,192 -100.0% Q3 2025 Oct 23, 2025
Blue Barn Wealth, LLC History Closed out 0 0 — 0.1% — -3,031 -100.0% Q3 2025 Nov 14, 2025
EVERPAR ADVISORS LLC History Closed out 0 0 — 0.09% — -2,975 -100.0% Q3 2025 Oct 17, 2025
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.0% — -2,851 -100.0% Q3 2025 Nov 05, 2025
Sowell Financial Services LLC History Closed out 0 0 — 0.01% — -2,842 -100.0% Q3 2025 Oct 17, 2025
West Family Investments, Inc. History Closed out 0 0 — 7.08% — -2,813 -100.0% Q3 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -1,602 -100.0% Q3 2025 Nov 12, 2025
Exane Asset Management History Closed out 0 0 — 0.04% — -1,499 -100.0% Q3 2025 Nov 03, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -848 -100.0% Q3 2025 Oct 07, 2025
Johnson Financial Group, Inc. History Closed out 0 0 — 0.0% — -793 -100.0% Q3 2025 Nov 13, 2025
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -563 -100.0% Q3 2025 Nov 18, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -500 -100.0% Q3 2025 Nov 06, 2025
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -451 -100.0% Q3 2025 Nov 14, 2025
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Closed out 0 0 — 0.01% — -427 -100.0% Q3 2025 Nov 10, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.01% — -273 -100.0% Q3 2025 Jan 12, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Closed out 0 0 — 0.0% — -225 -100.0% Q3 2025 Nov 04, 2025
North Capital, Inc. History Closed out 0 0 — 0.01% — -201 -100.0% Q3 2025 Oct 09, 2025
Quarry LP History Closed out 0 0 — 0.0% — -149 -100.0% Q3 2025 Nov 14, 2025
Jackson, Grant Investment Advisers, Inc. History Closed out 0 0 — 0.0% — -144 -100.0% Q3 2025 Nov 10, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -125 -100.0% Q3 2025 Nov 17, 2025
EASTERN BANK History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Oct 27, 2025
Clearstead Trust, LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Nov 10, 2025
KERR FINANCIAL PLANNING Corp History Closed out 0 0 — 0.01% — -72 -100.0% Q3 2025 Nov 25, 2025
WPG Advisers, LLC History Reduced 11 0 — 0.0% — -28 -71.79% Q4 2025 Jan 28, 2026
Fortitude Family Office, LLC History Closed out 0 0 — 0.0% — -23 -100.0% Q3 2025 Oct 17, 2025
Beaird Harris Wealth Management, LLC History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2025 Nov 13, 2025
Kimelman & Baird, LLC History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2025 Nov 25, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 — — — -13 -100.0% Q3 2025 Nov 04, 2025
Legacy Wealth Managment, LLC/ID History New 11 0 — — — +11 New Q4 2025 Feb 03, 2026
Quattro Advisors LLC History New 11 0 — — — +11 New Q4 2025 Feb 13, 2026
Jessup Wealth Management, Inc History New 10 0 — — — +10 New Q4 2025 Feb 11, 2026
Bare Financial Services, Inc History Reduced 7 0 — 0.0% — -10 -58.82% Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History New 7 0 — — — +7 New Q4 2025 Jan 21, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2025 Oct 27, 2025
Coston, McIsaac & Partners History New 6 0 — — — +6 New Q4 2025 Feb 03, 2026
Elevated Capital Advisors, LLC History New 4 0 — — — +4 New Q4 2025 Jan 27, 2026
Strive Financial Group ,LLC History New 4 0 — — — +4 New Q4 2025 Feb 18, 2026
Purpose Unlimited Inc. History New 4 0 — — — +4 New Q4 2025 Mar 20, 2026
Reyes Financial Architecture, Inc. History New 1 0 — — — +1 New Q4 2025 Jan 26, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2 0 — — — 0 0.0% Q4 2025 Jan 20, 2026
VISION FINANCIAL MARKETS LLC History No change 4 0 — — — 0 0.0% Q4 2025 Jan 22, 2026
Heritage Wealth Advisors History No change 10 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History No change 11 0 — — — 0 0.0% Q4 2025 Jan 12, 2026
Team Financial Group, LLC History No change 10 0 — — — 0 0.0% Q4 2025 Jan 13, 2026
New Millennium Group LLC History No change 12 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
DecisionPoint Financial, LLC History No change 10 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
Dunhill Financial, LLC History No change 4 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 6 0 — — — 0 0.0% Q4 2025 Jan 12, 2026
American Capital Advisory, LLC History No change 7 0 — — — 0 0.0% Q4 2025 Jan 30, 2026