AMERICAN TOWER CORP /MA/ - AMT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 384 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.
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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 63,757,586 11,193,919 0.16% 0.18% 1 +117,418 0.18% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 44,034,756 7,731,182 0.13% 0.15% 2 -1,368,793 -3.01% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 20,987,534 3,719,633 0.12% 0.14% 3 +71,605 0.34% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 14,412,242 2,530,357 0.16% 0.18% 4 -966,346 -6.28% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 13,499,035 2,361,674 0.15% 0.16% 5 +227,361 1.71% Q4 2025 Feb 09, 2026
COHEN & STEERS, INC. History Reduced 12,487,087 2,192,460 3.96% 4.68% 6 -1,014,285 -7.51% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 12,018,839 2,110,147 0.11% 0.12% 7 -228,694 -1.87% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 9,807,651 1,721,929 0.1% 0.12% 8 -226,008 -2.25% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 6,948,190 1,219,893 0.19% 0.21% 9 +59,557 0.86% Q4 2025 Feb 19, 2026
DEUTSCHE BANK AG\ History Reduced 6,909,301 1,213,065 0.4% 0.49% 10 -626,144 -8.31% Q4 2025 Feb 11, 2026
NORGES BANK History New 6,670,729 1,171,179 0.13% — 11 +6,670,729 New Q4 2025 Feb 10, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 6,283,130 1,103,149 0.23% 0.26% 12 -74,712 -1.18% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 6,085,163 1,068,371 1.81% 1.16% 13 +1,620,781 36.3% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 6,038,061 1,060,102 0.54% 0.58% 14 +57,545 0.96% Q4 2025 Feb 02, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 5,666,920 994,943 0.11% 0.13% 15 -530,095 -8.55% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 5,353,004 939,826 0.12% 0.13% 16 -64,138 -1.18% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 5,338,399 937,262 0.23% 0.26% 17 -37,031 -0.69% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 5,102,069 895,770 0.14% 0.17% 18 -454,745 -8.18% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 4,873,695 855,674 0.19% 0.2% 19 +220,447 4.74% Q4 2025 Feb 09, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 4,269,144 749,533 0.44% 0.34% 20 +1,473,137 52.69% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 4,254,727 747,002 0.16% 0.19% 21 -175,954 -3.97% Q4 2025 Feb 13, 2026
Capital World Investors History Added to 4,221,091 741,096 0.1% 0.11% 22 +12,382 0.29% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 4,040,337 709,444 0.16% 0.18% 23 -127,877 -3.07% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 3,972,648 697,477 0.18% 0.21% 24 -106,107 -2.6% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,944,763 692,582 0.05% 0.05% 25 -116,076 -2.86% Q4 2025 Feb 17, 2026
Capital Research Global Investors History Reduced 3,922,588 688,688 0.13% 0.18% 26 -1,002,183 -20.35% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 3,889,380 682,858 0.08% 0.13% 27 -1,503,305 -27.88% Q4 2025 Mar 25, 2026
Capital International Investors History Added to 3,871,368 679,696 0.11% 0.05% 28 +2,364,898 156.98% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 3,795,821 666,432 0.11% 0.11% 29 +65,904 1.77% Q4 2025 Jan 29, 2026
Clearbridge Investments, LLC History Reduced 3,234,980 567,965 0.45% 0.53% 30 -442,239 -12.03% Q4 2025 Feb 11, 2026
Amundi History Added to 3,166,557 555,956 0.15% 0.13% 31 +1,048,707 49.52% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,011,496 528,728 0.1% 0.12% 32 -150,962 -4.77% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 2,715,852 476,822 0.08% 0.1% 33 -42,758 -1.55% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 2,506,569 440,078 0.36% — 34 +2,506,569 New Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 2,197,273 385,775 0.26% 0.09% 35 +1,563,784 246.85% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 2,023,561 355,276 0.05% 0.03% 36 +887,689 78.15% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,966,208 345,207 0.17% 0.19% 37 +73,912 3.91% Q4 2025 Feb 13, 2026
CANTILLON CAPITAL MANAGEMENT LLC History Added to 1,830,525 321,385 1.74% 1.92% 38 +14,709 0.81% Q4 2025 Feb 11, 2026
Fisher Asset Management, LLC History Reduced 1,779,533 312,432 0.11% 0.13% 39 -55,475 -3.02% Q4 2025 Feb 09, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 1,743,321 306,284 0.26% 0.27% 40 +164,645 10.43% Q4 2025 Jan 08, 2026
HSBC HOLDINGS PLC History Added to 1,713,268 300,992 0.15% 0.17% 41 +116,524 7.3% Q4 2025 Mar 20, 2026
National Pension Service History Added to 1,547,892 271,763 0.2% 0.19% 42 +307,622 24.8% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Reduced 1,486,612 261,004 0.19% 0.24% 43 -219,661 -12.87% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 1,477,403 259,388 0.04% — 44 +1,477,403 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 1,463,579 256,960 0.06% 0.07% 45 -170,745 -10.45% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,458,493 256,067 0.13% 0.04% 46 +1,102,275 309.44% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 1,455,981 255,626 0.14% 0.03% 47 +1,217,413 510.3% Q4 2025 Feb 17, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 1,434,488 251,853 0.84% 0.97% 48 -155,947 -9.81% Q4 2025 Feb 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 1,288,720 232,060 2.1% 2.3% 49 -89,192 -6.47% Q4 2025 Jan 28, 2026
Swiss National Bank History Reduced 1,283,100 225,273 0.13% 0.15% 50 -66,400 -4.92% Q4 2025 Feb 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 1,219,150 214,046 0.13% 0.14% 51 -23,464 -1.89% Q4 2025 Jan 23, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,216,424 213,567 0.3% 0.23% 52 +411,663 51.15% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 1,206,390 211,805 0.12% 0.16% 53 -142,307 -10.55% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Reduced 1,166,450 204,793 0.35% 0.47% 54 -252,845 -17.81% Q4 2025 Feb 12, 2026
Heard Capital LLC History Added to 1,162,440 204,089 9.58% 9.48% 55 +146,075 14.37% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,123,616 197,267 0.23% 0.48% 56 +155,839 16.1% Q4 2025 Feb 13, 2026
Man Group plc History Added to 1,120,762 196,772 0.33% 0.2% 57 +517,719 85.85% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 1,111,950 195,225 0.25% 0.01% 58 +1,096,361 7032.91% Q4 2025 Jan 09, 2026
M&G Plc History Added to 1,075,131 189,223 0.97% 1.03% 59 +65,605 6.5% Q4 2025 Feb 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,075,868 188,890 0.06% 0.18% 60 -1,943,111 -64.36% Q4 2025 Jan 22, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 934,630 188,374 0.09% 0.14% 61 -254,668 -21.41% Q4 2025 Feb 10, 2026
Magellan Asset Management Ltd History Added to 1,071,779 188,172 2.29% 2.29% 62 +66,628 6.63% Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 1,052,121 185,117 0.99% 0.9% 63 +180,466 20.7% Q4 2025 Jan 12, 2026
RHUMBLINE ADVISERS History Reduced 1,004,217 176,310 0.14% 0.16% 64 -27,665 -2.68% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,003,973 176,267 0.05% 0.07% 65 -125,899 -11.14% Q4 2025 Feb 18, 2026
CANADA LIFE ASSURANCE Co History Reduced 999,506 175,580 0.31% 0.28% 66 -18,323 -1.8% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 991,348 174,050 0.18% 0.14% 67 +343,273 52.97% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 992,378 173,467 0.12% 0.13% 68 +53,131 5.66% Q4 2025 Feb 03, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 972,099 170,671 0.86% 0.89% 69 +53,150 5.78% Q4 2025 Feb 10, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 917,855 161,147 1.83% 1.98% 70 +7,604 0.84% Q4 2025 Jan 26, 2026
Sarasin & Partners LLP History Added to 900,401 158,083 1.64% 1.65% 71 +36,571 4.23% Q4 2025 Jan 08, 2026
Vontobel Holding Ltd. History Reduced 896,296 157,362 0.5% 0.62% 72 -174,310 -16.28% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 877,243 154,019 0.18% 0.22% 73 -98,868 -10.13% Q4 2025 Jan 30, 2026
JANE STREET GROUP, LLC History Reduced 858,736 150,768 0.02% 0.03% 74 -40,180 -4.47% Q4 2025 Feb 12, 2026
Aberdeen Group plc History Added to 824,998 144,844 0.22% 0.22% 75 +98,347 13.53% Q4 2025 Jan 16, 2026
SEI INVESTMENTS CO History Added to 803,494 141,070 0.14% 0.17% 76 +2,159 0.27% Q4 2025 Feb 13, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History Added to 788,920 138,510 2.03% 1.82% 77 +125,085 18.84% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 788,417 138,422 0.02% 0.03% 78 -473,911 -37.54% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 749,309 131,556 0.06% 0.07% 79 -68,398 -8.36% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 731,887 128,497 0.02% 0.09% 80 -1,865,771 -71.83% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 727,150 127,742 0.14% 0.2% 81 -172,927 -19.21% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 706,940 124,117 0.22% 0.22% 82 -5,831 -0.82% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 698,720 122,674 0.12% 0.14% 83 -24,239 -3.35% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 690,262 121,171 0.2% 0.04% 84 +581,311 533.55% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Reduced 678,244 119,079 0.32% 0.4% 85 -103,804 -13.27% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 660,049 115,884 0.12% 0.04% 86 +464,111 236.87% Q4 2025 Feb 17, 2026
MILFORD FUNDS LTD History New 658,277 115,573 2.27% — 87 +658,277 New Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Added to 637,394 111,907 0.17% 0.09% 88 +324,094 103.45% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 632,675 111,078 0.17% 0.1% 89 +318,589 101.43% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 629,632 110,542 0.1% 0.06% 90 +328,651 109.19% Q4 2025 Feb 17, 2026
NZS Capital, LLC History Added to 621,577 109,130 3.35% 2.59% 91 +181,364 41.2% Q4 2025 Feb 12, 2026
FEDERATED HERMES, INC. History Added to 591,705 103,885 0.17% 0.2% 92 +6,464 1.1% Q4 2025 Feb 12, 2026
DekaBank Deutsche Girozentrale History No change 535,381 102,408 0.18% 0.17% 93 0 0.0% Q4 2025 Jan 28, 2026
MILLENNIUM MANAGEMENT LLC History Added to 577,961 101,472 0.04% 0.04% 94 +142,473 32.72% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 585,408 100,667 0.14% 0.19% 95 -51,341 -8.06% Q4 2025 Mar 09, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 566,882 99,527 0.35% 0.28% 96 +129,119 29.5% Q4 2025 Feb 17, 2026
Swedbank AB History Reduced 564,734 99,150 0.1% 0.12% 97 -47,069 -7.69% Q4 2025 Feb 09, 2026
BANK OF MONTREAL /CAN/ History Reduced 559,642 98,256 0.03% 0.04% 98 -15,580 -2.71% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 555,042 97,448 0.03% 0.03% 99 +12,923 2.38% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 540,963 94,983 0.23% 0.11% 100 +275,600 103.86% Q4 2025 Jan 30, 2026
Liontrust Investment Partners LLP History Reduced 535,363 93,993 1.39% 1.64% 101 -49,176 -8.41% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 534,799 93,894 0.03% 0.03% 102 -27,708 -4.93% Q4 2025 Feb 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 528,971 92,871 0.12% 0.13% 103 -4,100 -0.77% Q4 2025 Feb 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 528,658 92,816 0.16% 0.01% 104 +510,121 2751.91% Q4 2025 Feb 13, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC History Added to 527,616 92,633 3.71% 3.65% 105 +44,300 9.17% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 526,363 92,408 0.03% 0.04% 106 -106,125 -16.78% Q4 2025 Feb 10, 2026
Douglass Winthrop Advisors, LLC History Added to 508,885 89,344 1.56% 1.55% 107 +45,182 9.74% Q4 2025 Feb 12, 2026
AVIVA PLC History Added to 504,373 88,552 0.15% 0.17% 108 +25,376 5.3% Q4 2025 Feb 12, 2026
Rathbones Group PLC History Added to 474,216 83,258 0.33% 0.32% 109 +61,428 14.88% Q4 2025 Feb 06, 2026
Mariner, LLC History Reduced 472,737 83,005 0.1% 0.12% 110 -733 -0.15% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 465,806 82,161 0.13% 0.13% 111 +68,368 17.2% Q4 2025 Jan 28, 2026
Maryland State Retirement & Pension System History Added to 464,765 81,598 1.68% 1.85% 112 +7,490 1.64% Q4 2025 Feb 17, 2026
Douglas Lane & Associates, LLC History Added to 432,694 75,968 1.04% 1.11% 113 +19,402 4.69% Q4 2025 Jan 22, 2026
TWO SIGMA ADVISERS, LP History Added to 432,300 75,898 0.15% 0.08% 114 +219,800 103.44% Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Reduced 431,047 75,679 0.62% 0.71% 115 -12,435 -2.8% Q4 2025 Feb 12, 2026
ALKEON CAPITAL MANAGEMENT LLC History No change 428,401 75,214 0.12% 0.12% 116 0 0.0% Q4 2025 Feb 17, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 422,605 74,196 0.11% 0.13% 117 -3,200 -0.75% Q4 2025 Feb 17, 2026
AVENIR CORP History Reduced 417,712 73,337 7.96% 8.4% 118 -1,754 -0.42% Q4 2025 Feb 13, 2026
CCLA Investment Management History Reduced 414,327 72,739 1.17% 1.29% 119 -5,139 -1.23% Q4 2025 Jan 22, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 411,321 72,215 0.13% 0.14% 120 -14,852 -3.48% Q4 2025 Feb 12, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 408,515 71,722 0.35% 0.41% 121 +1,114 0.27% Q4 2025 Feb 12, 2026
ANTIPODES PARTNERS Ltd History Added to 407,157 71,489 1.5% 1.53% 122 +52,573 14.83% Q4 2025 Feb 05, 2026
Pictet Asset Management Holding SA History Reduced 402,698 70,701 0.07% 0.09% 123 -73,545 -15.44% Q4 2025 Jan 29, 2026
Border to Coast Pensions Partnership Ltd History Added to 399,764 70,314 1.22% 1.31% 124 +7,500 1.91% Q4 2025 Jan 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 392,595 68,927 0.04% 0.03% 125 +110,635 39.24% Q4 2025 Feb 06, 2026
Focus Partners Wealth History Added to 370,721 66,657 0.08% 0.09% 126 +82,696 28.71% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 376,648 66,128 0.1% — 127 +376,648 New Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 375,343 65,898 0.25% 0.24% 128 +54,371 16.94% Q4 2025 Feb 12, 2026
CIBC WORLD MARKETS CORP History New 373,405 65,558 0.32% — 129 +373,405 New Q4 2025 Feb 12, 2026
Parallax Volatility Advisers, L.P. History Reduced 368,200 64,644 0.13% 0.11% 130 -25,000 -6.36% Q4 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 366,185 64,291 0.23% 0.43% 131 -184,120 -33.46% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 363,543 63,827 0.12% 0.14% 132 -10,564 -2.82% Q4 2025 Jan 30, 2026
Retirement Systems of Alabama History Reduced 361,213 63,418 0.21% 0.23% 133 -5,133 -1.4% Q4 2025 Jan 15, 2026
Evercore Wealth Management, LLC History Reduced 357,516 62,769 0.92% 1.12% 134 -39,284 -9.9% Q4 2025 Feb 17, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History Reduced 353,536 62,070 0.61% 0.71% 135 -15,970 -4.32% Q4 2025 Feb 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 345,638 60,683 0.32% 0.36% 136 +3,939 1.15% Q4 2025 Jan 13, 2026
Pacer Advisors, Inc. History Reduced 344,798 60,536 0.15% 0.18% 137 -32,445 -8.6% Q4 2025 Feb 24, 2026
Korea Investment CORP History Reduced 341,707 59,993 0.12% 0.22% 138 -216,392 -38.77% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 341,696 59,991 0.06% 0.08% 139 -80,598 -19.09% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 322,815 56,676 0.09% 0.09% 140 +70,348 27.86% Q4 2025 Feb 10, 2026
TCW GROUP INC History Added to 319,283 56,056 0.4% 0.1% 141 +254,128 390.04% Q4 2025 Feb 17, 2026
MUFG Securities EMEA plc History Added to 319,203 56,042 0.65% 0.04% 142 +310,240 3461.34% Q4 2025 Feb 10, 2026
Partners Group Holding AG History Reduced 313,125 54,975 3.71% 3.34% 143 -106 -0.03% Q4 2025 Feb 06, 2026
UniSuper Management Pty Ltd History Reduced 312,655 54,892 0.33% 0.57% 144 -170,694 -35.31% Q4 2025 Feb 12, 2026
MARSHALL WACE, LLP History New 311,611 54,709 0.05% — 145 +311,611 New Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 309,624 54,360 0.07% 0.07% 146 -11,527 -3.59% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Reduced 309,522 54,342 0.24% 0.14% 147 -308,672 -49.93% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 307,172 53,936 0.05% 0.06% 148 -29,144 -8.67% Q4 2025 Feb 13, 2026
PFA Pension, Forsikringsaktieselskab History New 294,532 52,049 0.15% — 149 +294,532 New Q4 2025 Feb 02, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 289,566 50,839 0.45% 0.03% 150 +270,347 1406.67% Q4 2025 Feb 10, 2026
Fisher Funds Management LTD History Added to 287,681 50,700 1.31% 1.23% 151 +46,119 19.09% Q4 2025 Jan 26, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 287,698 50,511 0.06% 0.01% 152 +253,898 751.18% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 286,111 50,232 0.26% — 153 +286,111 New Q4 2025 Feb 18, 2026
DAVIS R M INC History Reduced 285,147 50,063 0.86% 0.97% 154 -2,186 -0.76% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Reduced 277,827 48,777 0.52% 0.55% 155 -1,185 -0.42% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History Reduced 270,313 47,458 0.07% 0.34% 156 -900,871 -76.92% Q4 2025 Feb 05, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 269,164 47,257 0.13% 0.11% 157 +53,859 25.02% Q4 2025 Feb 17, 2026
BAMCO INC /NY/ History Reduced 267,813 47,019 0.13% 0.27% 158 -266,240 -49.85% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 266,646 46,815 0.28% 0.32% 159 -7,051 -2.58% Q4 2025 Feb 09, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 266,005 46,702 0.16% 0.09% 160 +143,851 117.76% Q4 2025 Jan 28, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 265,036 46,532 0.04% 0.05% 161 -18,276 -6.45% Q4 2025 Feb 17, 2026
AKRE CAPITAL MANAGEMENT LLC History Reduced 255,267 44,817 0.49% 0.85% 162 -187,576 -42.36% Q4 2025 Feb 13, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 255,241 44,812 0.9% 1.09% 163 -21,273 -7.69% Q4 2025 Feb 12, 2026
APG Asset Management N.V. History Reduced 292,792 43,769 0.12% 0.15% 164 -25,573 -8.03% Q4 2025 Feb 12, 2026
DANSKE BANK A/S History Added to 247,525 43,457 0.1% 0.11% 165 +25,762 11.62% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Reduced 242,954 42,656 0.1% 0.12% 166 -9,637 -3.82% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 242,575 42,588 0.1% 0.11% 167 -9,214 -3.66% Q4 2025 Feb 17, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 240,589 42,240 0.09% 0.1% 168 -436 -0.18% Q4 2025 Feb 13, 2026
Uniplan Investment Counsel, Inc. History Reduced 238,053 41,795 4.2% 4.74% 169 -13,347 -5.31% Q4 2025 Feb 17, 2026
Chevy Chase Trust Holdings, LLC History Reduced 237,379 41,676 0.11% 0.13% 170 -2,134 -0.89% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 237,142 41,635 0.11% 0.01% 171 +227,982 2488.89% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 233,894 41,064 0.09% 0.1% 172 -1,774 -0.75% Q4 2025 Jan 27, 2026
KBC Group NV History Added to 230,550 40,477 0.09% 0.1% 173 +12,900 5.93% Q4 2025 Jan 26, 2026
Jump Financial, LLC History Added to 230,431 40,456 0.5% 0.19% 174 +147,268 177.08% Q4 2025 Feb 17, 2026
Eurizon Capital SGR S.p.A. History New 227,730 40,008 0.12% — 175 +227,730 New Q4 2025 Feb 10, 2026
ASR Vermogensbeheer N.V. History Added to 225,514 39,593 0.46% 0.47% 176 +24,709 12.3% Q4 2025 Feb 03, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 224,235 39,375 0.02% 0.03% 177 +12,493 5.9% Q4 2025 Feb 17, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 221,900 38,958 0.39% 0.43% 178 -5,800 -2.55% Q4 2025 Jan 23, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 220,738 38,755 0.07% 0.07% 179 +44,703 25.39% Q4 2025 Feb 17, 2026
BROOKFIELD Corp /ON/ History Reduced 216,684 38,043 0.05% 0.09% 180 -178,200 -45.13% Q4 2025 Feb 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 215,086 37,762 0.15% 0.18% 181 -9,044 -4.04% Q4 2025 Feb 09, 2026
J. Stern & Co. LLP History Added to 37,686,978 37,686 3.21% 1.94% 182 +37,553,436 28121.07% Q4 2025 Feb 24, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 208,725 36,645 1.88% 2.04% 183 -124 -0.06% Q4 2025 Feb 17, 2026
M&T BANK CORP History Added to 208,130 36,540 0.12% 0.13% 184 +252 0.12% Q4 2025 Jan 30, 2026
State of New Jersey Common Pension Fund D History Reduced 204,889 35,972 0.13% 0.15% 185 -5,097 -2.43% Q4 2025 Jan 30, 2026
JANUS HENDERSON GROUP PLC History Reduced 205,080 35,944 0.02% 0.02% 186 -51,667 -20.12% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 203,968 35,860 0.05% 0.08% 187 -73,197 -26.41% Q4 2025 Jan 08, 2026
Handelsbanken Fonder AB History Reduced 203,533 35,734 0.11% 0.13% 188 -5,706 -2.73% Q4 2025 Feb 06, 2026
Asset Management One Co., Ltd. History Reduced 203,207 35,729 0.1% 0.11% 189 -653 -0.32% Q4 2025 Jan 27, 2026
FIRST MANHATTAN CO. LLC. History Reduced 200,674 35,573 0.09% 0.11% 190 -8,148 -3.9% Q4 2025 Feb 17, 2026
CINCINNATI FINANCIAL CORP History No change 201,619 35,398 0.69% 0.77% 191 0 0.0% Q4 2025 Feb 12, 2026
RWC Asset Management LLP History Reduced 200,944 35,279 1.73% 1.93% 192 -6,510 -3.14% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 200,601 35,219 0.03% 0.04% 193 +4,242 2.16% Q4 2025 Feb 12, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History Added to 200,000 35,114 1.32% 1.07% 194 +75,000 60.0% Q4 2025 Feb 05, 2026
Perpetual Ltd History Added to 197,131 34,610 0.5% 0.45% 195 +7,545 3.98% Q4 2025 Jan 20, 2026
NATIXIS ADVISORS, LLC History Reduced 196,986 34,585 0.05% 0.06% 196 -18,482 -8.58% Q4 2025 Feb 10, 2026
Treasurer of the State of North Carolina History Reduced 195,994 34,411 0.11% 0.12% 197 -14,322 -6.81% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 194,298 33,963 0.06% 0.07% 198 -34,381 -15.03% Q4 2025 Jan 15, 2026
CREDIT AGRICOLE S A History Reduced 192,652 33,823 0.08% 0.12% 199 -44,013 -18.6% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 192,037 33,715 0.02% 0.02% 200 +52,541 37.66% Q4 2025 Feb 13, 2026
Robeco Institutional Asset Management B.V. History Reduced 190,191 33,391 0.05% 0.06% 201 -16,729 -8.08% Q4 2025 Jan 23, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 186,728 32,783 0.1% 0.11% 202 -127 -0.07% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 182,612 32,769 0.11% 0.11% 203 +7,604 4.34% Q4 2025 Feb 11, 2026
TD ASSET MANAGEMENT INC History Reduced 185,661 32,596 0.03% 0.05% 204 -142,013 -43.34% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Reduced 182,067 31,965 0.03% 0.04% 205 -12,132 -6.25% Q4 2025 Feb 17, 2026
FORSTA AP-FONDEN History Reduced 180,700 31,725 0.19% 0.22% 206 -8,100 -4.29% Q4 2025 Feb 10, 2026
B&I Capital AG History Reduced 179,058 31,437 11.18% 12.03% 207 -1,700 -0.94% Q4 2025 Jan 26, 2026
VAN ECK ASSOCIATES CORP History Added to 176,835 31,047 0.03% 0.03% 208 +10,538 6.34% Q4 2025 Feb 13, 2026
SORA INVESTORS LLC History New 176,315 30,955 2.67% — 209 +176,315 New Q4 2025 Feb 17, 2026
PINEBRIDGE INVESTMENTS LLC History New 176,193 30,934 0.23% — 210 +176,193 New Q4 2025 Feb 12, 2026
BARR E S & CO History Reduced 175,052 30,733 1.6% 1.84% 211 -1,442 -0.82% Q4 2025 Feb 05, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 173,783 30,511 0.16% 0.2% 212 -5,658 -3.15% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 173,535 30,467 0.03% 0.04% 213 -12,014 -6.47% Q4 2025 Feb 06, 2026
State of Tennessee, Department of Treasury History Reduced 169,599 30,405 0.1% 0.11% 214 -1,371 -0.8% Q4 2025 Feb 18, 2026
KLP KAPITALFORVALTNING AS History Added to 169,713 30,041 0.12% 0.13% 215 +700 0.41% Q4 2025 Jan 28, 2026
HRT FINANCIAL LP History Added to 170,336 29,905 0.09% 0.08% 216 +61,420 56.39% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 166,795 29,284 0.22% 0.22% 217 +34,115 25.71% Q4 2025 Jan 14, 2026
Raiffeisen Bank International AG History Added to 164,970 29,136 0.38% 0.42% 218 +1,411 0.86% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 162,039 28,449 0.04% 0.02% 219 +87,100 116.23% Q4 2025 Feb 12, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 180,732 28,436 0.25% 0.28% 220 -321 -0.18% Q4 2025 Feb 11, 2026
Creative Planning History Added to 161,876 28,420 0.02% 0.02% 221 +32,758 25.37% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 159,823 28,366 0.09% 0.13% 222 -10,747 -6.3% Q4 2025 Jan 15, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 159,742 28,312 1.08% 1.44% 223 -35,706 -18.27% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 160,858 28,241 0.07% 0.08% 224 -3,991 -2.42% Q4 2025 Feb 10, 2026
DF DENT & CO INC History Reduced 160,045 28,099 0.4% 0.44% 225 -15,618 -8.89% Q4 2025 Feb 17, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 159,766 28,050 1.1% 1.29% 226 -7,285 -4.36% Q4 2025 Feb 04, 2026
Quintet Private Bank (Europe) S.A. History Added to 158,655 27,855 1.62% 1.69% 227 +1,733 1.1% Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Reduced 142,512 27,251 0.08% 0.09% 228 -1,384 -0.96% Q4 2025 Feb 10, 2026
Point72 Asset Management, L.P. History Reduced 154,449 27,116 0.03% 0.21% 229 -487,071 -75.92% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 154,204 27,073 0.04% 0.04% 230 +28,679 22.85% Q4 2025 Feb 11, 2026
GW&K Investment Management, LLC History Reduced 153,911 27,022 0.23% 0.27% 231 -2,015 -1.29% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Reduced 153,037 26,868 0.04% 0.04% 232 -8,904 -5.5% Q4 2025 Feb 13, 2026
Haverford Trust Co History Reduced 152,862 26,837 0.24% 0.32% 233 -31,606 -17.13% Q4 2025 Feb 13, 2026
STRS OHIO History Reduced 149,999 26,335 0.1% 0.11% 234 -4,268 -2.77% Q4 2025 Feb 02, 2026
Saudi Central Bank History Added to 147,674 26,177 0.98% 1.09% 235 +1 0.0% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 148,400 26,054 0.05% 169.59% 236 -41,543 -21.87% Q4 2025 Feb 17, 2026
EASTERN BANK History Added to 147,774 25,944 0.45% 0.48% 237 +8,683 6.24% Q4 2025 Jan 14, 2026
Calamos Advisors LLC History Reduced 144,149 25,308 0.1% 0.1% 238 -2,436 -1.66% Q4 2025 Jan 29, 2026
ProShare Advisors LLC History Added to 142,242 24,973 0.04% 0.05% 239 +10,645 8.09% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 139,299 24,394 0.13% 0.17% 240 +1,529 1.11% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 134,773 23,662 0.11% 0.13% 241 -3,549 -2.57% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Reduced 132,030 23,180 0.48% 0.54% 242 -7,916 -5.66% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 131,825 23,144 0.13% 0.14% 243 -4,909 -3.59% Q4 2025 Jan 28, 2026
XPONANCE LLC History Added to 127,789 22,435 0.17% 0.19% 244 +6,066 4.98% Q4 2025 Feb 12, 2026
AGF MANAGEMENT LTD History Reduced 126,175 22,152 0.1% 0.11% 245 -2,366 -1.84% Q4 2025 Feb 17, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 125,915 22,106 0.09% 0.06% 246 +56,847 82.31% Q4 2025 Feb 17, 2026
Vert Asset Management LLC History Added to 125,806 22,087 7.35% 6.67% 247 +22,684 22.0% Q4 2025 Jan 27, 2026
Foresight Group Ltd Liability Partnership History Reduced 124,014 21,897 3.3% 3.66% 248 -3,364 -2.64% Q4 2025 Feb 17, 2026
GROUPAMA ASSET MANAGMENT History Added to 124,118 21,791 0.32% 0.33% 249 +6,467 5.5% Q4 2025 Feb 27, 2026
Impax Asset Management Group plc History Reduced 123,777 21,731 0.14% 0.15% 250 -10,254 -7.65% Q4 2025 Jan 29, 2026
Andra AP-fonden History Added to 123,600 21,700 0.27% 0.21% 251 +39,511 46.99% Q4 2025 Feb 12, 2026
Czech National Bank History Added to 123,444 21,673 0.14% 0.16% 252 +4,487 3.77% Q4 2025 Jan 12, 2026
CIBC Asset Management Inc History Added to 123,088 21,610 0.05% 0.04% 253 +44,404 56.43% Q4 2025 Feb 10, 2026
Mill Capital Management, LLC History Added to 122,982 21,591 1.56% 1.75% 254 +298 0.24% Q4 2025 Feb 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 122,584 21,522 0.1% 0.12% 255 -12,300 -9.12% Q4 2025 Jan 29, 2026
BOSTON FAMILY OFFICE LLC History Reduced 122,175 21,450 1.36% 1.51% 256 -1,130 -0.92% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 121,641 21,356 0.26% 0.25% 257 +1,627 1.36% Q4 2025 Feb 02, 2026
NATIXIS History Reduced 121,551 21,340 0.08% 0.19% 258 -90,281 -42.62% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 121,350 21,305 0.03% 0.04% 259 -943 -0.77% Q4 2025 Feb 13, 2026
FourThought Financial Partners, LLC History Reduced 121,242 21,286 1.8% 2.25% 260 -11,801 -8.87% Q4 2025 Feb 06, 2026
NEOS Investment Management LLC History Added to 120,562 21,167 0.12% 0.15% 261 +15,010 14.22% Q4 2025 Feb 17, 2026
DnB Asset Management AS History Added to 120,340 21,128 0.07% 0.08% 262 +3,766 3.23% Q4 2025 Feb 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 119,251 20,936 0.07% 0.07% 263 +18,305 18.13% Q4 2025 Feb 13, 2026
IFM Investors Pty Ltd History Added to 118,696 20,839 0.17% 0.2% 264 +2,016 1.73% Q4 2025 Feb 12, 2026
Daiwa Securities Group Inc. History Added to 118,641 20,829 0.07% 0.07% 265 +17,042 16.77% Q4 2025 Feb 11, 2026
Schonfeld Strategic Advisors LLC History Added to 117,838 20,688 0.09% 0.08% 266 +47,626 67.83% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Reduced 116,605 20,472 0.38% 0.47% 267 -12,061 -9.37% Q4 2025 Jan 23, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Added to 116,390 20,435 0.6% 0.65% 268 +3,142 2.77% Q4 2025 Feb 06, 2026
GLENMEDE TRUST CO NA History New 116,296 20,418 0.1% — 269 +116,296 New Q4 2025 Feb 17, 2026
OFI INVEST ASSET MANAGEMENT History Added to 135,180 20,328 0.29% 0.46% 270 +1,792 1.34% Q4 2025 Jan 22, 2026
Gotham Asset Management, LLC History Reduced 114,054 20,024 0.07% 0.1% 271 -4,044 -3.42% Q4 2025 Feb 17, 2026
Advisors Asset Management, Inc. History Reduced 113,825 19,984 0.34% 0.38% 272 -1,309 -1.14% Q4 2025 Feb 12, 2026
GREENLEAF TRUST History Reduced 113,549 19,935 0.18% 0.21% 273 -4,823 -4.07% Q4 2025 Jan 21, 2026
Rockefeller Capital Management L.P. History Reduced 110,926 19,516 0.04% 0.04% 274 -2,759 -2.43% Q4 2025 Mar 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 111,006 19,489 0.03% 0.03% 275 -11,538 -9.42% Q4 2025 Feb 12, 2026
Broad Run Investment Management, LLC History Reduced 109,875 19,290 3.58% 3.53% 276 -2,401 -2.14% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Added to 108,845 19,109 0.03% 0.03% 277 +33,623 44.7% Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 108,040 18,968 0.13% — 278 +108,040 New Q4 2025 Feb 05, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 106,993 18,784 0.1% 0.11% 279 +5,821 5.75% Q4 2025 Feb 17, 2026
Sone Capital Management, LLC History Reduced 106,377 18,676 1.52% 1.76% 280 -3,019 -2.76% Q4 2025 Feb 17, 2026
Midwest Trust Co History Reduced 106,336 18,669 0.23% 0.28% 281 -6,746 -5.97% Q4 2025 Feb 04, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 105,815 18,577 0.05% 0.06% 282 +9,022 9.32% Q4 2025 Jan 26, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 105,213 18,472 0.11% 0.16% 283 -11,618 -9.94% Q4 2025 Feb 17, 2026
Dana Investment Advisors, Inc. History Added to 104,408 18,330 0.53% 0.07% 284 +91,789 727.39% Q4 2025 Feb 05, 2026
LBP AM SA History Added to 104,398 18,329 0.21% 0.17% 285 +33,713 47.69% Q4 2025 Jan 26, 2026
MAI Capital Management History Reduced 102,873 18,061 0.1% 0.14% 286 -10,829 -9.52% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 102,474 17,991 0.13% 0.14% 287 -1,494 -1.44% Q4 2025 Feb 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 102,058 17,918 0.03% 0.04% 288 -3,297 -3.13% Q4 2025 Feb 05, 2026
Swiss Life Asset Management Ltd History New 101,993 17,906 0.09% — 289 +101,993 New Q4 2025 Feb 04, 2026
PRUDENTIAL PLC History Reduced 101,965 17,901 0.14% 0.16% 290 -8,260 -7.49% Q4 2025 Feb 11, 2026
Varma Mutual Pension Insurance Co History New 101,906 17,891 0.11% — 291 +101,906 New Q4 2025 Feb 02, 2026
GUGGENHEIM CAPITAL LLC History Added to 100,281 17,606 0.13% 0.11% 292 +20,225 25.26% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 99,498 17,468 0.04% 0.04% 293 +14,189 16.63% Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History Reduced 99,316 17,436 0.18% 0.56% 294 -144,952 -59.34% Q4 2025 Feb 17, 2026
Destination Wealth Management History Reduced 98,065 17,217 0.45% 0.56% 295 -8,438 -7.92% Q4 2025 Feb 13, 2026
REAVES W H & CO INC History No change 98,037 17,212 0.3% 0.34% 296 0 0.0% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 97,961 17,199 0.04% 0.04% 297 +9,302 10.49% Q4 2025 Jan 30, 2026
Nan Shan Life Insurance Co., Ltd. History No change 95,766 16,813 0.52% 0.39% 298 0 0.0% Q4 2025 Feb 13, 2026
Motley Fool Asset Management LLC History Added to 93,699 16,450 0.64% 0.67% 299 +9,325 11.05% Q4 2025 Feb 11, 2026
STOCK YARDS BANK & TRUST CO History Reduced 93,236 16,369 0.5% 0.59% 300 -5,065 -5.15% Q4 2025 Jan 21, 2026
AEW CAPITAL MANAGEMENT L P History Added to 92,670 16,270 1.18% 0.68% 301 +29,560 46.84% Q4 2025 Feb 06, 2026
J. Safra Sarasin Holding AG History Reduced 92,463 16,233 0.26% 0.37% 302 -28,113 -23.32% Q4 2025 Jan 15, 2026
FIFTH THIRD BANCORP History Reduced 91,394 16,046 0.05% 0.09% 303 -50,024 -35.37% Q4 2025 Feb 02, 2026
Y-Intercept (Hong Kong) Ltd History Added to 91,148 16,002 0.36% 0.26% 304 +35,849 64.83% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 90,877 15,955 0.02% 0.03% 305 -20,834 -18.65% Q4 2025 Feb 02, 2026
Vinva Investment Management Ltd History Added to 89,733 15,857 0.2% 0.25% 306 +23,510 35.5% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 88,821 15,594 0.03% 0.04% 307 -4,093 -4.41% Q4 2025 Jan 23, 2026
Pathstone Holdings, LLC History New 88,610 15,565 0.06% — 308 +88,610 New Q4 2025 Feb 13, 2026
Rockbridge Capital Management LLC History Reduced 88,380 15,516 9.37% 10.24% 309 -1,794 -1.99% Q4 2025 Feb 12, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 88,055 15,459 0.06% 0.07% 310 -1,414 -1.58% Q4 2025 Feb 12, 2026
MAR VISTA INVESTMENT PARTNERS LLC History Reduced 87,773 15,410 1.41% 1.65% 311 -10,813 -10.97% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 87,311 15,329 0.12% — 312 +87,311 New Q4 2025 Feb 18, 2026
IEQ CAPITAL, LLC History Added to 87,204 15,310 0.05% 0.01% 313 +62,801 257.35% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Reduced 86,122 15,189 0.02% 0.13% 314 -452,264 -84.0% Q4 2025 Feb 18, 2026
Bridgewater Associates, LP History Added to 86,281 15,148 0.06% 0.02% 315 +56,611 190.8% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 84,278 14,933 0.51% 0.6% 316 -8,453 -9.12% Q4 2025 Feb 12, 2026
USS Investment Management Ltd History Added to 84,559 14,847 0.07% 0.07% 317 +4,436 5.54% Q4 2025 Feb 13, 2026
Entropy Technologies, LP History Added to 84,096 14,764 0.8% 0.9% 318 +21,555 34.47% Q4 2025 Feb 13, 2026
CI INVESTMENTS INC. History Reduced 83,484 14,657 0.06% 0.06% 319 -2,762 -3.2% Q4 2025 Feb 12, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 81,736 14,350 0.69% 0.89% 320 -10,910 -11.78% Q4 2025 Feb 10, 2026
Utah Retirement Systems History Added to 81,536 14,315 0.14% 0.14% 321 +4,237 5.48% Q4 2025 Feb 17, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 81,205 14,257 0.51% — 322 +81,205 New Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Reduced 81,094 14,235 0.06% 0.07% 323 -5,192 -6.02% Q4 2025 Feb 12, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 78,905 13,924 0.43% 0.48% 324 -15,752 -16.64% Q4 2025 Feb 13, 2026
Barton Investment Management History Reduced 79,208 13,906 1.5% 1.59% 325 -1,870 -2.31% Q4 2025 Jan 21, 2026
Vestcor Inc History Added to 78,529 13,787 0.39% 0.43% 326 +2,905 3.84% Q4 2025 Feb 11, 2026
Aptus Capital Advisors, LLC History Reduced 78,257 13,748 0.1% 0.21% 327 -71,376 -47.7% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 77,553 13,615 0.08% 0.12% 328 -30,091 -27.95% Q4 2025 Feb 11, 2026
LGT Group Foundation History Added to 75,985 13,428 0.15% 0.17% 329 +35 0.05% Q4 2025 Feb 05, 2026
Resona Asset Management Co.,Ltd. History Reduced 75,793 13,313 0.06% 0.07% 330 -282 -0.37% Q4 2025 Feb 06, 2026
FIL Ltd History Added to 74,118 13,012 0.01% 0.01% 331 +21,394 40.58% Q4 2025 Feb 17, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 73,984 12,989 0.11% — 332 +73,984 New Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 71,825 12,610 0.1% 0.12% 333 -3,723 -4.93% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 70,693 12,531 0.28% 0.13% 334 +41,509 142.23% Q4 2025 Jan 27, 2026
Wallington Asset Management, LLC History Reduced 71,143 12,490 1.58% 1.79% 335 -458 -0.64% Q4 2025 Jan 14, 2026
Vantage Investment Partners, LLC History Added to 69,238 12,156 0.81% 0.89% 336 +1,740 2.58% Q4 2025 Feb 06, 2026
River Road Asset Management, LLC History Reduced 69,234 12,155 0.13% 0.18% 337 -14,190 -17.01% Q4 2025 Feb 24, 2026
Capital Analysts, LLC History Added to 68,594 12,043 0.37% 0.36% 338 +4,442 6.92% Q4 2025 Feb 11, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 67,992 11,937 0.1% 0.12% 339 -299 -0.44% Q4 2025 Feb 05, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 66,776 11,869 0.13% 0.15% 340 -4,005 -5.66% Q4 2025 Jan 21, 2026
HEITMAN REAL ESTATE SECURITIES LLC History No change 67,339 11,822 0.83% 0.88% 341 0 0.0% Q4 2025 Feb 13, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History New 67,171 11,793 0.17% — 342 +67,171 New Q4 2025 Apr 10, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 65,931 11,575 0.09% 0.1% 343 +637 0.98% Q4 2025 Feb 03, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Added to 65,696 11,534 0.23% 0.25% 344 +4,299 7.0% Q4 2025 Feb 05, 2026
TD Waterhouse Canada Inc. History Added to 65,674 11,529 0.07% 0.08% 345 +5,128 8.47% Q4 2025 Jan 27, 2026
NewEdge Advisors, LLC History Added to 64,801 11,377 0.04% 0.06% 346 +1,825 2.9% Q4 2025 Feb 18, 2026
Twin Tree Management, LP History Reduced 64,800 11,376 0.1% 0.19% 347 -167,100 -72.06% Q4 2025 Feb 11, 2026
Investment Management Corp of Ontario History Reduced 64,787 11,374 0.15% 0.2% 348 -2,223 -3.32% Q4 2025 Feb 17, 2026
WASHINGTON TRUST Co History Reduced 64,317 11,292 0.37% 0.41% 349 -519 -0.8% Q4 2025 Feb 10, 2026
Sophron Capital Management L.P. History Added to 64,305 11,290 3.63% 2.07% 350 +29,355 83.99% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History Reduced 64,104 11,254 0.5% 0.65% 351 -7,451 -10.41% Q4 2025 Jan 27, 2026
PEAK6 LLC History Added to 64,010 11,238 0.02% 0.01% 352 +42,410 196.34% Q4 2025 Mar 12, 2026
DAVIS SELECTED ADVISERS History Reduced 63,970 11,231 0.05% 0.07% 353 -1,700 -2.59% Q4 2025 Feb 02, 2026
Allworth Financial LP History New 63,860 11,211 0.05% — 354 +63,860 New Q4 2025 Feb 05, 2026
Epoch Investment Partners, Inc. History Reduced 63,771 11,196 0.06% 0.21% 355 -138,996 -68.55% Q4 2025 Feb 13, 2026
Skylands Capital, LLC History Added to 63,730 11,189 1.52% 1.11% 356 +22,010 52.76% Q4 2025 Jan 30, 2026
AIA Group Ltd History Added to 63,211 11,097 0.17% 0.01% 358 +61,293 3195.67% Q4 2025 Feb 09, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 63,207 11,097 0.32% 0.38% 357 -4,460 -6.59% Q4 2025 Feb 10, 2026
Vest Financial, LLC History Added to 62,819 11,029 0.14% 0.14% 359 +8,123 14.85% Q4 2025 Jan 30, 2026
CULLEN/FROST BANKERS, INC. History Reduced 62,604 10,991 0.12% 0.15% 360 -4,927 -7.3% Q4 2025 Feb 06, 2026
Knights of Columbus Asset Advisors LLC History Reduced 62,597 10,990 0.62% 0.87% 361 -16,330 -20.69% Q4 2025 Feb 09, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 61,763 10,948 0.2% 0.26% 362 -3,114 -4.8% Q4 2025 Jan 28, 2026
Rakuten Investment Management, Inc. History Reduced 61,589 10,829 0.04% 0.02% 363 -4,637 -7.0% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 61,318 10,765 0.13% 0.18% 364 -11,659 -15.98% Q4 2025 Feb 05, 2026
JOHN G ULLMAN & ASSOCIATES INC History Added to 61,218 10,748 1.43% 1.47% 365 +4,500 7.93% Q4 2025 Feb 05, 2026
Cohen Klingenstein LLC History No change 60,914 10,694 0.32% 0.37% 366 0 0.0% Q4 2025 Jan 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 60,116 10,666 0.14% 0.64% 367 -189,790 -75.94% Q4 2025 Jan 22, 2026
FIRST TRUST ADVISORS LP History Reduced 60,703 10,657 0.01% 0.01% 368 -34,868 -36.48% Q4 2025 Feb 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 60,685 10,654 0.04% 0.03% 369 +18,308 43.2% Q4 2025 Feb 18, 2026
ING GROEP NV History Reduced 60,501 10,622 0.06% 0.06% 370 -33 -0.05% Q4 2025 Feb 11, 2026
Edge Wealth Management LLC History Reduced 60,457 10,614 1.87% 2.12% 371 -1,829 -2.94% Q4 2025 Jan 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 60,103 10,552 0.04% 0.04% 372 -139 -0.23% Q4 2025 Feb 13, 2026
CINCINNATI INSURANCE CO History No change 60,000 10,534 0.16% 0.18% 373 0 0.0% Q4 2025 Feb 12, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Added to 59,885 10,514 0.09% 0.1% 374 +2,657 4.64% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 59,613 10,479 0.02% 0.02% 375 -9,533 -13.79% Q4 2025 Feb 17, 2026
Capital Innovations LLC History New 58,925 10,345 2.95% — 376 +58,925 New Q4 2025 Feb 10, 2026
BWCP, LP History Added to 58,844 10,331 1.71% 1.47% 377 +14,642 33.13% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 58,430 10,258 0.04% 0.04% 378 -1,145 -1.92% Q4 2025 Jan 30, 2026
JENNISON ASSOCIATES LLC History Reduced 57,955 10,175 0.01% 0.01% 380 -22,487 -27.95% Q4 2025 Jan 30, 2026
FIDUCIARY TRUST CO History Reduced 57,955 10,175 0.12% 0.13% 379 -1,719 -2.88% Q4 2025 Feb 13, 2026
Janney Capital Management LLC History Reduced 57,896 10,165 0.64% 0.79% 381 -8,209 -12.42% Q4 2025 Feb 11, 2026
Stack Financial Management, Inc History Reduced 57,390 10,075 0.77% 0.94% 382 -1,720 -2.91% Q4 2025 Feb 03, 2026
Adelante Capital Management LLC History Reduced 56,840 9,979 0.67% 0.74% 383 -727 -1.26% Q4 2025 Feb 18, 2026
Vanguard Personalized Indexing Management, LLC History Added to 56,384 9,899 0.1% 0.11% 384 +1,174 2.13% Q4 2025 Feb 13, 2026
BAILLIE GIFFORD & CO History Reduced 56,181 9,863 0.01% 0.01% 385 -9,087 -13.92% Q4 2025 Jan 23, 2026
Williams Jones Wealth Management, LLC. History Reduced 55,757 9,789 0.11% 0.13% 386 -2,719 -4.65% Q4 2025 Feb 13, 2026
Alpha Cubed Investments, LLC History Reduced 55,307 9,710 0.33% 1.59% 387 -182,284 -76.72% Q4 2025 Feb 03, 2026
Sterling Capital Management LLC History Reduced 54,868 9,633 0.16% 0.16% 388 -2,881 -4.99% Q4 2025 Feb 13, 2026
Evelyn Partners Investment Management LLP History Reduced 54,579 9,582 0.26% 0.43% 389 -24,001 -30.54% Q4 2025 Feb 13, 2026
Rafferty Asset Management, LLC History Reduced 54,503 9,569 0.03% 0.04% 390 -3,816 -6.54% Q4 2025 Feb 13, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 54,178 9,534 0.08% 0.1% 391 -2,247 -3.98% Q4 2025 Jan 28, 2026
Linscomb Wealth, Inc. History Reduced 54,083 9,495 0.4% 0.45% 392 -167 -0.31% Q4 2025 Feb 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 53,612 9,412 0.12% 0.13% 393 +47 0.09% Q4 2025 Feb 04, 2026
EASTERLY INVESTMENT PARTNERS LLC History Reduced 53,180 9,336 0.57% 1.13% 394 -33,480 -38.63% Q4 2025 Feb 10, 2026
Washington Trust Advisors, Inc. History Reduced 52,044 9,137 0.7% 0.8% 395 -2,709 -4.95% Q4 2025 Feb 03, 2026
Candriam S.C.A. History Added to 51,758 9,087 0.05% 0.05% 396 +6,076 13.3% Q4 2025 Feb 13, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 51,681 9,073 0.1% 0.11% 397 -5,754 -10.02% Q4 2025 Feb 17, 2026
Capital International, Inc./CA/ History Added to 51,663 9,070 0.07% 0.07% 398 +7,675 17.45% Q4 2025 Feb 11, 2026
Northwest & Ethical Investments L.P. History Added to 51,528 9,046 0.2% 0.22% 399 +2,831 5.81% Q4 2025 Feb 17, 2026
CABOT WEALTH MANAGEMENT INC History Reduced 51,387 9,022 1.0% 1.11% 400 -615 -1.18% Q4 2025 Feb 03, 2026
MIDDLETON & CO INC/MA History Reduced 51,372 9,019 0.96% 1.13% 401 -2,946 -5.42% Q4 2025 Jan 29, 2026
OP Asset Management Ltd History Reduced 51,136 8,977 0.11% 0.13% 402 -982 -1.88% Q4 2025 Apr 21, 2026
Kingsview Wealth Management, LLC History Added to 50,883 8,933 0.13% 0.13% 403 +6,646 15.02% Q4 2025 Feb 09, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 50,870 8,931 0.03% 0.04% 404 -2,397 -4.5% Q4 2025 Feb 06, 2026
Penserra Capital Management LLC History Reduced 50,795 8,916 0.11% 0.12% 405 -1,022 -1.97% Q4 2025 Feb 12, 2026
Socorro Asset Management LP History Reduced 50,517 8,869 3.44% 3.93% 406 -6,248 -11.01% Q4 2025 Feb 18, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 50,266 8,825 0.09% 0.1% 407 -489 -0.96% Q4 2025 Feb 10, 2026
Generali Asset Management SPA SGR History Added to 50,150 8,804 0.18% 0.15% 408 +13,924 38.44% Q4 2025 Feb 03, 2026
AEGON ASSET MANAGEMENT UK PLC History Reduced 50,112 8,797 0.1% 0.63% 409 -226,948 -81.91% Q4 2025 Jan 29, 2026
MILLER HOWARD INVESTMENTS INC /NY History Reduced 50,094 8,794 0.27% 0.31% 410 -3,254 -6.1% Q4 2025 Jan 27, 2026
Caption Management, LLC History New 49,600 8,708 0.06% — 411 +49,600 New Q4 2025 Feb 17, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 49,527 8,695 0.11% 0.13% 412 -4,502 -8.33% Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History Added to 49,514 8,693 0.05% 0.06% 413 +4,193 9.25% Q4 2025 Jan 29, 2026
ALLSTATE CORP History Added to 49,304 8,656 0.12% 0.09% 414 +28,130 132.85% Q4 2025 Feb 09, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 48,987 8,600 0.15% 0.19% 415 -10,845 -18.13% Q4 2025 Jan 14, 2026
Integrated Wealth Concepts LLC History Reduced 48,951 8,594 0.1% 0.1% 416 -11,686 -19.27% Q4 2025 Feb 13, 2026
Defiance ETFs, LLC History New 48,208 8,519 0.28% — 417 +48,208 New Q4 2025 Feb 17, 2026
Ethic Inc. History Reduced 48,213 8,464 0.13% 0.15% 418 -364 -0.75% Q4 2025 Feb 03, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 46,166 8,105 0.4% 0.49% 419 -3,070 -6.24% Q4 2025 Feb 11, 2026
Verition Fund Management LLC History Reduced 46,138 8,100 0.03% 0.12% 420 -108,023 -70.07% Q4 2025 Feb 13, 2026
HARBER ASSET MANAGEMENT LLC History Added to 45,833 8,046 3.37% 2.7% 421 +6,697 17.11% Q4 2025 Feb 13, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 45,400 7,970 0.3% 0.98% 422 -89,583 -66.37% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 45,004 7,901 0.21% 0.37% 423 +7,619 20.38% Q4 2025 Feb 17, 2026
Signal Advisors Wealth, LLC History Added to 44,911 7,885 0.63% 0.73% 424 +2,954 7.04% Q4 2025 Jan 13, 2026
UNIVEST FINANCIAL Corp History Reduced 44,558 7,823 0.41% 0.65% 425 -15,397 -25.68% Q4 2025 Feb 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 44,463 7,806 0.0% 0.01% 426 -2,184 -4.68% Q4 2025 Feb 10, 2026
Soltis Investment Advisors LLC History Added to 44,156 7,752 0.51% 0.54% 427 +3,575 8.81% Q4 2025 Apr 02, 2026
CWM, LLC History Added to 43,528 7,642 0.02% 0.01% 428 +27,567 172.71% Q4 2025 Jan 26, 2026
Vident Advisory, LLC History Added to 43,205 7,585 0.07% 0.08% 429 +1,719 4.14% Q4 2025 Feb 18, 2026
MML INVESTORS SERVICES, LLC History Added to 42,306 7,427 0.02% 0.02% 430 +2,026 5.03% Q4 2025 Feb 13, 2026
NIXON PEABODY TRUST CO History Reduced 42,049 7,382 0.56% 0.63% 431 -2,439 -5.48% Q4 2025 Feb 06, 2026
LMR Partners LLP History Reduced 41,986 7,371 0.01% 0.04% 432 -487 -1.15% Q4 2025 Feb 17, 2026
Metis Global Partners, LLC History Added to 41,554 7,295 0.17% 0.12% 433 +14,883 55.8% Q4 2025 Feb 11, 2026
Vanderbilt University History Reduced 41,555 7,295 1.25% 1.53% 434 -6,312 -13.19% Q4 2025 Jan 21, 2026
New Age Alpha Advisors, LLC History Added to 41,125 7,220 0.31% 0.3% 435 +4,205 11.39% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History Reduced 40,711 7,216 0.19% 0.22% 436 -536 -1.3% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 40,904 7,181 0.06% 0.07% 437 +3,367 8.97% Q4 2025 Feb 17, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 40,889 7,178 0.11% 0.07% 438 +22,304 120.01% Q4 2025 Feb 06, 2026
WILKINS INVESTMENT COUNSEL INC History Added to 40,480 7,107 1.04% 0.99% 439 +4,225 11.65% Q4 2025 Feb 02, 2026
TRUST CO OF VERMONT History Reduced 40,067 7,034 0.29% 0.36% 440 -2,928 -6.81% Q4 2025 Jan 16, 2026
HB Wealth Management, LLC History Reduced 40,014 7,025 0.05% 0.06% 441 -4,725 -10.56% Q4 2025 Jan 28, 2026
Aristotle Atlantic Partners, LLC History No change 40,000 7,022 0.32% 0.22% 442 0 0.0% Q4 2025 Feb 17, 2026
Erste Asset Management GmbH History Reduced 39,876 7,011 0.06% 0.12% 443 -24,054 -37.63% Q4 2025 Feb 11, 2026
PARK NATIONAL CORP /OH/ History Reduced 39,624 6,956 0.22% 0.27% 444 -4,623 -10.45% Q4 2025 Jan 05, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 39,510 6,936 0.59% 0.88% 445 -1,665 -4.04% Q4 2025 Jan 30, 2026
OPPENHEIMER & CO INC History Reduced 39,203 6,882 0.1% 0.09% 446 -627 -1.57% Q4 2025 Feb 02, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 38,457 6,751 0.06% 0.07% 447 +3,265 9.28% Q4 2025 Feb 03, 2026
Motley Fool Wealth Management, LLC History Reduced 37,817 6,639 0.51% 0.64% 448 -10,902 -22.38% Q4 2025 Feb 11, 2026
NICHOLAS COMPANY, INC. History Added to 37,795 6,635 0.12% 0.11% 449 +3,795 11.16% Q4 2025 Feb 04, 2026
LM Advisors LLC History Reduced 1,176 6,632 0.12% 0.07% 450 -1,194 -50.38% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 37,771 6,631 0.03% 0.04% 451 -576 -1.5% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 37,400 6,567 0.0% 0.02% 452 -164,213 -81.45% Q4 2025 Feb 19, 2026
Palisade Asset Management, LLC History Reduced 37,066 6,507 0.63% 0.85% 453 -10,482 -22.05% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 36,670 6,438 0.05% 0.05% 454 0 0.0% Q4 2025 Jan 29, 2026
DIVIDEND ASSETS CAPITAL, LLC History Reduced 36,659 6,436 1.23% 1.57% 455 -10,040 -21.5% Q4 2025 Feb 12, 2026
Crossmark Global Holdings, Inc. History Reduced 36,513 6,410 0.09% 0.12% 456 -5,594 -13.29% Q4 2025 Feb 03, 2026
JACOBS & CO/CA History Added to 35,933 6,308 0.6% 0.66% 457 +213 0.6% Q4 2025 Jan 05, 2026
Vancity Investment Management Ltd History Reduced 35,838 6,292 0.86% 0.93% 458 -592 -1.63% Q4 2025 Feb 19, 2026
MIZUHO SECURITIES USA LLC History Reduced 34,087 6,178 0.1% 0.14% 459 -17 -0.05% Q4 2025 Feb 09, 2026
Atlantic Union Bankshares Corp History Reduced 35,000 6,144 0.12% 0.16% 460 -8,859 -20.2% Q4 2025 Feb 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 34,886 6,124 0.08% 0.09% 461 -1,435 -3.95% Q4 2025 Jan 29, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 34,841 6,117 0.0% — 462 +34,841 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 34,656 6,084 0.09% 0.1% 463 -1,056 -2.96% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 34,374 6,035 0.01% 0.01% 464 +8,551 33.11% Q4 2025 Feb 18, 2026
NFJ INVESTMENT GROUP, LLC History Added to 34,067 5,981 0.22% 0.19% 465 +5,813 20.57% Q4 2025 Feb 13, 2026
HM PAYSON & CO History Reduced 33,701 5,916 0.08% 0.09% 466 -112 -0.33% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 33,368 5,858 0.14% 0.12% 467 +11,347 51.53% Q4 2025 Feb 17, 2026
ODDO BHF ASSET MANAGEMENT SAS History Added to 33,302 5,846 0.22% 0.19% 468 +7,452 28.83% Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Reduced 32,973 5,789 0.0% 0.01% 469 -11,427 -25.74% Q4 2025 Feb 13, 2026
BERNZOTT CAPITAL ADVISORS History Reduced 32,605 5,724 2.72% 3.19% 470 -2,558 -7.27% Q4 2025 Feb 03, 2026
ALLIANZ SE History Reduced 32,371 5,683 0.07% 0.24% 471 -27,518 -45.95% Q4 2025 Feb 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 32,322 5,674 0.31% 0.36% 472 -786 -2.37% Q4 2025 Jan 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 31,729 5,571 0.07% 0.09% 473 -3,323 -9.48% Q4 2025 Feb 10, 2026
Holocene Advisors, LP History Added to 31,698 5,565 0.01% 0.01% 474 +15,064 90.56% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 31,644 5,556 0.01% 0.02% 475 -7,528 -19.22% Q4 2025 Feb 05, 2026
iA Global Asset Management Inc. History New 31,582 5,545 0.07% — 476 +31,582 New Q4 2025 Feb 05, 2026
Prospect Capital Advisors, LLC History No change 31,440 5,519 2.85% 3.13% 477 0 0.0% Q4 2025 Feb 17, 2026
Fiduciary Group, LLC History Reduced 31,319 5,498 0.46% 0.57% 478 -2,171 -6.48% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 31,274 5,490 0.03% 0.03% 479 +7,282 30.35% Q4 2025 Jan 26, 2026
Employees Retirement System of Texas History No change 31,234 5,484 0.04% 0.05% 480 0 0.0% Q4 2025 Feb 09, 2026
Ally Financial Inc. History Added to 31,000 5,442 0.66% 0.57% 481 +7,000 29.17% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 30,723 5,394 0.1% 0.13% 482 -4,025 -11.58% Q4 2025 Feb 12, 2026
Ninety One UK Ltd History Reduced 30,581 5,369 0.01% 0.07% 483 -137,398 -81.79% Q4 2025 Jan 27, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 30,521 5,358 0.18% 0.2% 484 +902 3.05% Q4 2025 Feb 13, 2026
Taikang Asset Management (Hong Kong) Co Ltd History New 30,204 5,302 0.52% — 485 +30,204 New Q4 2025 Feb 17, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 30,151 5,293 0.4% 0.5% 486 -3,841 -11.3% Q4 2025 Feb 05, 2026
Cincinnati Specialty Underwriters Insurance CO History No change 30,000 5,267 1.22% 1.35% 487 0 0.0% Q4 2025 Feb 12, 2026
McCollum Christoferson Group LLC History Reduced 29,967 5,261 1.52% 1.75% 488 -1,739 -5.48% Q4 2025 Jan 09, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 29,603 5,197 0.01% 0.02% 489 -31,415 -51.48% Q4 2025 Feb 17, 2026
Kentucky Retirement Systems History No change 29,368 5,156 0.14% 0.16% 490 0 0.0% Q4 2025 Feb 10, 2026
EDGEWOOD MANAGEMENT LLC History No change 29,358 5,154 0.02% 0.02% 491 0 0.0% Q4 2025 Feb 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 29,287 5,142 0.04% 0.05% 492 -4,409 -13.08% Q4 2025 Feb 17, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 29,030 5,096 0.3% 0.36% 493 -1,603 -5.23% Q4 2025 Feb 06, 2026
Kestra Advisory Services, LLC History Added to 28,994 5,090 0.02% 0.03% 494 +44 0.15% Q4 2025 Feb 13, 2026
Ilmarinen Mutual Pension Insurance Co History No change 28,949 5,083 0.04% 0.04% 495 0 0.0% Q4 2025 Feb 10, 2026
Bragg Financial Advisors, Inc History Added to 28,950 5,082 0.17% 0.18% 496 +597 2.11% Q4 2025 Feb 13, 2026
One Capital Management, LLC History Added to 28,944 5,081 0.15% 0.05% 497 +20,689 250.62% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Reduced 28,924 5,078 0.03% 0.03% 498 -1,564 -5.13% Q4 2025 Feb 12, 2026
Brevan Howard Capital Management LP History Reduced 28,847 5,064 0.06% 0.03% 499 -3,713 -11.4% Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History Reduced 28,791 5,054 0.17% 0.25% 500 -5,409 -15.82% Q4 2025 Feb 11, 2026
Osmosis Investment Management UK Ltd History New 28,531 5,051 0.13% — 501 +28,531 New Q4 2025 Feb 13, 2026
Madison Asset Management, LLC History Reduced 28,568 5,015 0.06% 0.23% 502 -81,631 -74.08% Q4 2025 Feb 04, 2026
S.E.E.D. Planning Group LLC History Added to 28,253 4,960 1.41% 1.52% 503 +1,099 4.05% Q4 2025 Jan 09, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 27,693 4,862 0.06% 0.08% 504 -2,619 -8.64% Q4 2025 Feb 09, 2026
Bath Savings Trust Co History Reduced 27,407 4,811 0.48% 1.14% 505 -32,353 -54.14% Q4 2025 Jan 12, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 27,089 4,756 0.14% 0.16% 506 -346 -1.26% Q4 2025 Feb 04, 2026
Tidal Investments LLC History Added to 27,068 4,752 0.01% 0.0% 507 +16,647 159.74% Q4 2025 Feb 13, 2026
TOBAM History Added to 26,925 4,727 1.16% 1.82% 508 +756 2.89% Q4 2025 Mar 02, 2026
Curi Capital, LLC History Reduced 26,091 4,624 0.08% 0.11% 509 -6,104 -18.96% Q4 2025 Feb 17, 2026
Norinchukin Bank, The History Added to 25,725 4,516 0.05% 0.06% 510 +1,235 5.04% Q4 2025 Feb 17, 2026
Naviter Wealth, LLC History Reduced 24,946 4,424 0.58% 0.74% 511 -8,041 -24.38% Q4 2025 Jan 21, 2026
Atria Investments, Inc History Reduced 24,833 4,359 0.05% 0.07% 512 -7,162 -22.38% Q4 2025 Feb 05, 2026
Horizon Investments, LLC History Reduced 24,773 4,349 0.06% 0.06% 513 -663 -2.61% Q4 2025 Feb 02, 2026
MidFirst Bank History New 24,590 4,317 0.34% — 514 +24,590 New Q4 2025 Feb 25, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 24,568 4,313 0.04% 0.05% 515 -723 -2.86% Q4 2025 Feb 05, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 24,550 4,310 0.63% — 516 +24,550 New Q4 2025 Feb 13, 2026
M. Kulyk & Associates, LLC History Added to 24,488 4,299 0.82% 0.88% 517 +1,843 8.14% Q4 2025 Jan 08, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Added to 24,340 4,273 0.14% 0.15% 518 +2,520 11.55% Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History Added to 24,012 4,215 0.05% 0.05% 519 +3,835 19.01% Q4 2025 Feb 09, 2026
Louisiana State Employees Retirement System History Reduced 23,900 4,196 0.07% 0.08% 520 -700 -2.85% Q4 2025 Jan 16, 2026
Sitrin Capital Management LLC History New 23,645 4,190 1.99% — 521 +23,645 New Q4 2025 Jan 27, 2026
ALTA CAPITAL MANAGEMENT LLC/ History Reduced 23,733 4,166 0.28% 0.27% 522 -1,328 -5.3% Q4 2025 Feb 06, 2026
Diversified Trust Co History Added to 23,625 4,147 0.08% 0.07% 523 +4,643 24.46% Q4 2025 Jan 09, 2026
Heritage Trust Co History Reduced 23,518 4,129 0.42% 0.52% 524 -1,787 -7.06% Q4 2025 Feb 10, 2026
Gulf International Bank (UK) Ltd History No change 23,394 4,107 0.13% 0.15% 525 0 0.0% Q4 2025 Feb 10, 2026
Liberty Capital Management, Inc. History Added to 23,320 4,094 0.76% 0.83% 526 +272 1.18% Q4 2025 Jan 26, 2026
GSI Capital Advisors LLC History Added to 23,248 4,081 2.29% 2.09% 527 +3,979 20.65% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Added to 23,212 4,075 0.03% 0.03% 528 +8,758 60.59% Q4 2025 Jan 26, 2026
Virtu Financial LLC History Reduced 22,964 4,032 0.16% 0.26% 529 -1,417 -5.81% Q4 2025 Feb 23, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 22,934 4,027 0.06% 0.07% 530 -1,834 -7.4% Q4 2025 Feb 09, 2026
TWINBEECH CAPITAL LP History New 22,800 4,002 0.28% — 531 +22,800 New Q4 2025 Feb 17, 2026
Resolution Capital Ltd History Added to 22,789 4,001 0.09% 0.03% 532 +15,172 199.19% Q4 2025 Feb 17, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 22,474 3,945 0.23% 0.27% 533 -992 -4.23% Q4 2025 Jan 22, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 22,373 3,927 0.04% 0.06% 534 -5,082 -18.51% Q4 2025 Feb 02, 2026
WESBANCO BANK INC History Reduced 22,366 3,926 0.11% 0.12% 535 -137 -0.61% Q4 2025 Feb 03, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 16,720 3,888 0.36% 0.36% 536 0 0.0% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Reduced 21,850 3,836 0.15% 0.45% 538 -35,573 -61.95% Q4 2025 Jan 30, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 21,739 3,836 0.01% 0.01% 537 +8,155 60.03% Q4 2025 Feb 05, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Added to 21,731 3,815 2.09% 1.87% 539 +4,858 28.79% Q4 2025 Jan 05, 2026
Siemens Fonds Invest GmbH History Reduced 21,573 3,812 0.2% 0.26% 540 -2,725 -11.21% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Added to 21,531 3,780 0.08% 0.09% 541 +2,253 11.69% Q4 2025 Feb 03, 2026
ALGERT GLOBAL LLC History Added to 21,498 3,774 0.06% 0.05% 542 +7,019 48.48% Q4 2025 Feb 17, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 21,368 3,752 0.11% 0.13% 543 +200 0.94% Q4 2025 Feb 10, 2026
Jupiter Wealth Management LLC History No change 19,838 3,733 1.66% 1.8% 544 0 0.0% Q4 2025 Feb 13, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 21,200 3,722 0.11% 0.1% 545 +3,700 21.14% Q4 2025 Feb 02, 2026
Value Partners Investments Inc. History Added to 21,199 3,722 0.29% 0.28% 546 +3,300 18.44% Q4 2025 Jan 08, 2026
Koa Wealth Management, LLC History Added to 21,200 3,722 2.56% 2.73% 547 +2,047 10.69% Q4 2025 Jan 29, 2026
HUB Investment Partners, LLC History Added to 21,143 3,712 0.1% 0.1% 548 +4,755 29.02% Q4 2025 Feb 17, 2026
APPLETON PARTNERS INC/MA History Reduced 20,804 3,653 0.24% 0.28% 549 -822 -3.8% Q4 2025 Jan 09, 2026
Dai-ichi Life Insurance Company, Ltd History No change 20,637 3,623 0.09% 0.1% 550 0 0.0% Q4 2025 Feb 17, 2026
EDGAR LOMAX CO/VA History Reduced 20,540 3,606 0.27% 0.32% 551 -505 -2.4% Q4 2025 Feb 13, 2026
DoubleLine ETF Adviser LP History Reduced 20,533 3,604 1.08% 1.66% 552 -8,075 -28.23% Q4 2025 Feb 17, 2026
E. Ohman J:or Asset Management AB History No change 20,230 3,551 0.08% 0.09% 553 0 0.0% Q4 2025 Jan 12, 2026
Banque Cantonale Vaudoise History Added to 20,191 3,545 0.13% 0.14% 554 +692 3.55% Q4 2025 Feb 06, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 20,024 3,515 0.16% 0.21% 555 +1,887 10.4% Q4 2025 Feb 04, 2026
Bill Few Associates, Inc. History Added to 20,011 3,513 0.86% 0.94% 556 +1,044 5.5% Q4 2025 Jan 12, 2026
OSTRUM ASSET MANAGEMENT History Added to 19,930 3,499 0.17% 0.16% 557 +1,374 7.4% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Reduced 19,890 3,497 0.06% 0.08% 558 -1,774 -8.19% Q4 2025 Feb 11, 2026
Chicago Partners Investment Group LLC History Reduced 19,404 3,468 0.09% 0.12% 559 -5,705 -22.72% Q4 2025 Jan 28, 2026
Empowered Funds, LLC History Reduced 19,732 3,464 0.06% 0.04% 560 -406 -2.02% Q4 2025 Feb 18, 2026
FRG Family Wealth Advisors LLC History Reduced 19,725 3,463 0.54% 0.65% 561 -1,315 -6.25% Q4 2025 Jan 21, 2026
FineMark National Bank & Trust History Reduced 19,240 3,377 0.11% 0.14% 562 -2,810 -12.74% Q4 2025 Feb 12, 2026
FAYEZ SAROFIM & CO History Reduced 19,204 3,371 0.01% 0.02% 563 -31,673 -62.25% Q4 2025 Feb 13, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 19,160 3,363 0.19% 0.98% 565 -68,930 -78.25% Q4 2025 Feb 11, 2026
Crestwood Advisors Group, LLC History Reduced 19,159 3,363 0.06% 0.07% 564 -2,206 -10.33% Q4 2025 Feb 03, 2026
WENDELL DAVID ASSOCIATES INC History Reduced 19,123 3,357 0.34% 0.68% 566 -16,510 -46.33% Q4 2025 Jan 30, 2026
Canal Capital Management, LLC History Reduced 18,951 3,327 0.47% 0.9% 567 -12,108 -38.98% Q4 2025 Jan 06, 2026
CGN Advisors LLC History Added to 18,823 3,304 0.26% 0.24% 568 +3,596 23.62% Q4 2025 Jan 05, 2026
Callan Family Office, LLC History Added to 18,812 3,302 0.07% 0.11% 569 +1,091 6.16% Q4 2025 Feb 12, 2026
Assenagon Asset Management S.A. History Added to 18,768 3,295 0.0% 0.0% 570 +420 2.29% Q4 2025 Jan 09, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History Added to 18,763 3,294 0.74% 0.09% 571 +16,728 822.01% Q4 2025 Feb 11, 2026
Presima Securities ULC History Added to 18,568 3,259 1.88% 0.96% 572 +358 1.97% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 18,219 3,229 0.01% 0.01% 573 +1,341 7.95% Q4 2025 Feb 17, 2026
Clearstead Trust, LLC History Reduced 18,389 3,228 0.51% 0.8% 574 -6,088 -24.87% Q4 2025 Feb 09, 2026
WESTPAC BANKING CORP History Reduced 18,381 3,227 0.2% 0.22% 575 -128 -0.69% Q4 2025 Feb 10, 2026
Walleye Trading LLC History Reduced 18,300 3,212 0.0% 0.03% 576 -72,300 -79.8% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 18,283 3,209 0.01% 0.01% 577 0 0.0% Q4 2025 Feb 17, 2026
Red Door Wealth Management, LLC History Reduced 18,257 3,205 0.33% 0.51% 578 -6,600 -26.55% Q4 2025 Jan 20, 2026
NOMURA HOLDINGS INC History Reduced 18,169 3,189 0.0% 0.01% 579 -1,311 -6.73% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Added to 18,138 3,184 0.14% 0.15% 580 +1,381 8.24% Q4 2025 Feb 10, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 18,101 3,177 0.03% 0.04% 581 -5,228 -22.41% Q4 2025 Feb 13, 2026
AMICA MUTUAL INSURANCE CO History No change 18,029 3,164 0.28% 0.32% 582 0 0.0% Q4 2025 Feb 10, 2026
Knuff & Co LLC History Reduced 17,810 3,126 0.92% 1.38% 583 -6,935 -28.03% Q4 2025 Feb 04, 2026
Dynamic Advisor Solutions LLC History Reduced 17,539 3,079 0.1% 0.11% 584 -1,400 -7.39% Q4 2025 Jan 09, 2026
ProVise Management Group, LLC History Reduced 17,111 3,004 0.21% 0.25% 585 -605 -3.41% Q4 2025 Jan 29, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 17,057 2,994 0.64% 0.72% 586 -500 -2.85% Q4 2025 Jan 27, 2026
Roberts Wealth Advisors, LLC History Reduced 16,843 2,957 0.77% 1.45% 587 -11,428 -40.42% Q4 2025 Jan 13, 2026
OMERS ADMINISTRATION Corp History Reduced 16,742 2,939 0.02% 0.02% 588 -400 -2.33% Q4 2025 Feb 13, 2026
Perkins Coie Trust Co History Reduced 16,716 2,934 0.55% 0.62% 589 -532 -3.08% Q4 2025 Jan 12, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 16,540 2,903 0.36% 0.39% 590 +1,339 8.81% Q4 2025 Jan 14, 2026
Second Line Capital, LLC History Added to 16,373 2,902 0.6% 0.63% 591 +567 3.59% Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 16,528 2,901 0.13% 0.1% 592 +2,023 13.95% Q4 2025 Feb 17, 2026
Kintegral Advisory, LLC History Reduced 16,285 2,886 0.24% 0.28% 593 -445 -2.66% Q4 2025 Feb 12, 2026
Premier Fund Managers Ltd History Added to 16,109 2,847 0.16% 0.12% 594 +1,400 9.52% Q4 2025 Feb 03, 2026
STEVENS CAPITAL MANAGEMENT LP History Reduced 16,142 2,834 1.0% 0.6% 595 -7,342 -31.26% Q4 2025 Feb 03, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 16,138 2,833 0.02% 0.03% 596 -3,902 -19.47% Q4 2025 Feb 17, 2026
North Dakota State Investment Board History New 16,041 2,816 0.1% — 597 +16,041 New Q4 2025 Feb 05, 2026
Compass Wealth Management LLC History Added to 16,038 2,815 0.7% 0.69% 598 +2 0.01% Q4 2025 Feb 11, 2026
Hunter Perkins Capital Management, LLC History Added to 15,781 2,797 0.65% 0.68% 599 +11 0.07% Q4 2025 Jan 14, 2026
Plato Investment Management Ltd History Added to 15,802 2,787 0.18% 0.17% 600 +2,875 22.24% Q4 2025 Feb 04, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 15,855 2,783 0.08% 0.2% 601 -363 -2.24% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 15,741 2,763 0.02% 0.02% 602 -1,360 -7.95% Q4 2025 Feb 13, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 15,732 2,762 0.1% 0.11% 603 +27 0.17% Q4 2025 Jan 27, 2026
NewEdge Wealth, LLC History Added to 15,719 2,759 0.03% 0.03% 604 +4,068 34.92% Q4 2025 Feb 03, 2026
Simmons Bank History Added to 15,673 2,751 0.18% 0.2% 605 +421 2.76% Q4 2025 Feb 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 15,605 2,739 0.07% 0.1% 606 -4,705 -23.17% Q4 2025 Jan 07, 2026
LDR Capital Management LLC History Reduced 15,497 2,720 3.77% 5.46% 607 -3,854 -19.92% Q4 2025 Jan 22, 2026
BRASADA CAPITAL MANAGEMENT, LP History Reduced 15,504 2,710 0.46% 0.5% 608 -48 -0.31% Q4 2025 Feb 13, 2026
INSPIRE TRUST CO, N.A. History Added to 15,400 2,703 0.44% 0.43% 609 +3,000 24.19% Q4 2025 Feb 10, 2026
FIRST NATIONAL TRUST CO History Reduced 15,394 2,702 0.09% 0.1% 610 -200 -1.28% Q4 2025 Feb 09, 2026
Third View Private Wealth, LLC History New 15,248 2,677 0.36% — 611 +15,248 New Q4 2025 Jan 23, 2026
JB Capital LLC History Reduced 15,213 2,671 0.11% 0.14% 612 -1,762 -10.38% Q4 2025 Jan 20, 2026
FORA Capital, LLC History New 12,812 2,667 0.32% — 613 +12,812 New Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 15,187 2,666 0.08% 0.05% 614 +6,958 84.55% Q4 2025 Feb 13, 2026
COMMUNITY TRUST & INVESTMENT CO History Added to 15,126 2,655 0.14% 0.15% 615 +166 1.11% Q4 2025 Jan 09, 2026
Independent Advisor Alliance History Added to 15,106 2,652 0.06% 0.03% 616 +9,788 184.05% Q4 2025 Feb 04, 2026
Aureus Asset Management, LLC History Reduced 15,043 2,641 0.17% 0.27% 617 -6,160 -29.05% Q4 2025 Feb 17, 2026
Lummis Asset Management, LP History No change 15,032 2,639 1.62% 1.9% 618 0 0.0% Q4 2025 Feb 10, 2026
Vise Technologies, Inc. History Added to 14,985 2,630 0.05% 0.04% 619 +9,032 151.72% Q4 2025 Feb 11, 2026
CWA Asset Management Group, LLC History Reduced 14,975 2,629 0.09% 0.14% 620 -4,627 -23.6% Q4 2025 Jan 07, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 14,958 2,626 0.03% 0.04% 621 +34 0.23% Q4 2025 Feb 05, 2026
TRIGLAV INVESTMENTS, D.O.O. History Added to 14,900 2,615 0.17% 0.05% 622 +11,000 282.05% Q4 2025 Feb 10, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 14,893 2,614 0.01% 0.02% 623 -5,311 -26.29% Q4 2025 Feb 12, 2026
Hills Bank & Trust Co History Reduced 14,857 2,608 0.15% 0.24% 624 -6,313 -29.82% Q4 2025 Feb 05, 2026
Orion Porfolio Solutions, LLC History Reduced 14,855 2,608 0.02% 0.02% 625 -1,837 -11.01% Q4 2025 Feb 12, 2026
Loudon Investment Management, LLC History Reduced 14,828 2,603 1.36% 1.54% 626 -445 -2.91% Q4 2025 Feb 12, 2026
Brown Shipley& Co Ltd History Reduced 14,815 2,601 1.39% 1.5% 627 -5 -0.03% Q4 2025 Jan 21, 2026
SIMPLEX TRADING, LLC History Added to 14,732 2,586 0.0% 0.0% 628 +5,044 52.06% Q4 2025 Feb 11, 2026
S-Bank Fund Management Ltd History Added to 14,692 2,579 0.33% 0.09% 629 +11,043 302.63% Q4 2025 Feb 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 14,654 2,572 0.19% 0.33% 630 -5,951 -28.88% Q4 2025 Jan 07, 2026
First Western Trust Bank History Reduced 14,506 2,546 0.13% 0.14% 631 -1,180 -7.52% Q4 2025 Feb 12, 2026
GeoWealth Management, LLC History Added to 14,496 2,545 0.09% 0.08% 632 +2,706 22.95% Q4 2025 Feb 17, 2026
Iowa State Bank History Reduced 14,380 2,524 0.47% 0.56% 633 -1,032 -6.7% Q4 2025 Jan 06, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 14,373 2,523 0.36% 0.49% 634 -3,896 -21.33% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 14,316 2,513 0.06% 0.08% 635 -836 -5.52% Q4 2025 Feb 09, 2026
LGT Fund Management Co Ltd. History No change 14,152 2,500 0.2% 0.22% 636 0 0.0% Q4 2025 Feb 05, 2026
MSH Capital Advisors LLC History Added to 14,206 2,494 0.53% 0.64% 637 +1,804 14.55% Q4 2025 Feb 09, 2026
D.A. DAVIDSON & CO. History Added to 14,186 2,490 0.02% 0.02% 638 +174 1.24% Q4 2025 Jan 29, 2026
Strong Retirement Solutions LLC History New 14,174 2,488 1.68% — 639 +14,174 New Q4 2025 Feb 18, 2026
Cyndeo Wealth Partners, LLC History Added to 14,149 2,484 0.13% 0.14% 640 +1,505 11.9% Q4 2025 Jan 07, 2026
Pine Valley Investments Ltd Liability Co History Reduced 14,075 2,480 0.12% 0.14% 641 -632 -4.3% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 14,093 2,474 0.14% 0.11% 642 +5,501 64.02% Q4 2025 Feb 09, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 13,814 2,425 0.38% 0.5% 644 -2,047 -12.91% Q4 2025 Feb 06, 2026
Summit Trail Advisors, LLC History Reduced 13,683 2,425 0.04% 0.04% 643 -1,673 -10.89% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Reduced 13,761 2,416 0.07% 0.11% 645 -6,546 -32.24% Q4 2025 Feb 13, 2026
NATURAL INVESTMENTS, LLC History Reduced 13,542 2,377 0.59% 0.83% 646 -3,818 -21.99% Q4 2025 Jan 23, 2026
First National Advisers, LLC History Reduced 13,458 2,362 0.32% 0.36% 647 -301 -2.19% Q4 2025 Feb 04, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 13,452 2,361 0.12% — 648 +13,452 New Q4 2025 Feb 02, 2026
Vestmark Advisory Solutions, Inc. History Added to 13,449 2,361 0.03% 0.04% 649 +1,717 14.64% Q4 2025 Feb 06, 2026
JERICHO FINANCIAL, LLP History Reduced 13,440 2,359 1.42% 1.62% 650 -399 -2.88% Q4 2025 Jan 21, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 13,327 2,339 0.02% 0.02% 651 -34 -0.25% Q4 2025 Feb 17, 2026
Stonebridge Financial Group, LLC History Added to 13,303 2,335 0.2% 0.21% 652 +805 6.44% Q4 2025 Jan 21, 2026
RMR Wealth Builders History Added to 13,164 2,311 0.18% 0.2% 653 +930 7.6% Q4 2025 Jan 29, 2026
Fideuram Asset Management (Ireland) dac History New 11,958 2,309 0.18% — 655 +11,958 New Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 13,152 2,309 0.02% 0.02% 654 +772 6.24% Q4 2025 Feb 18, 2026
180 WEALTH ADVISORS, LLC History Added to 13,111 2,301 0.26% 0.3% 656 +453 3.58% Q4 2025 Jan 09, 2026
Texas Yale Capital Corp. History Reduced 13,029 2,287 0.07% 0.1% 657 -3,564 -21.48% Q4 2025 Feb 10, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 12,872 2,274 0.04% 0.04% 658 +991 8.34% Q4 2025 Feb 13, 2026
Elo Mutual Pension Insurance Co History Reduced 12,932 2,270 0.03% 0.11% 659 -23,026 -64.04% Q4 2025 Feb 12, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History Added to 13,226 2,268 1.36% 1.26% 660 +1,374 11.59% Q4 2025 Feb 13, 2026
Canada Post Corp Registered Pension Plan History Reduced 12,916 2,267 0.09% 0.22% 661 -12,855 -49.88% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO History Reduced 12,762 2,243 0.02% 0.03% 662 -1,594 -11.1% Q4 2025 Jan 26, 2026
Delta Global Management LP History Added to 12,746 2,237 0.16% 0.17% 663 +695 5.77% Q4 2025 Feb 18, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 12,729 2,234 0.08% 0.12% 664 -9,880 -43.7% Q4 2025 Feb 04, 2026
Gryphon Financial Partners LLC History Added to 12,713 2,232 0.24% 0.28% 665 +120 0.95% Q4 2025 Jan 08, 2026
MUFG SECURITIES AMERICAS INC. History Reduced 12,612 2,214 0.14% 0.16% 666 -15 -0.12% Q4 2025 Feb 13, 2026
St. Clair Advisors, LLC History No change 12,603 2,212 0.57% 0.64% 667 0 0.0% Q4 2025 Jan 20, 2026
Capula Management Ltd History Reduced 12,505 2,195 0.01% 0.03% 668 -14,862 -54.31% Q4 2025 Feb 13, 2026
Stiles Financial Services Inc History Added to 12,501 2,194 0.68% 0.75% 669 +156 1.26% Q4 2025 Feb 03, 2026
Ausbil Investment Management Ltd History No change 12,458 2,187 1.24% 1.28% 670 0 0.0% Q4 2025 Jan 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 12,416 2,179 0.03% 0.04% 671 -149 -1.19% Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History Reduced 12,406 2,178 0.02% 0.02% 672 -1,668 -11.85% Q4 2025 Jan 05, 2026
Jefferies Financial Group Inc. History Added to 12,399 2,176 0.01% 0.0% 673 +10,308 492.97% Q4 2025 Feb 09, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 12,310 2,161 0.14% 0.16% 674 0 0.0% Q4 2025 Feb 10, 2026
Engineers Gate Manager LP History Reduced 12,154 2,133 0.03% 0.03% 675 -3,546 -22.59% Q4 2025 Feb 17, 2026
Quantitative Investment Management, LLC History New 12,146 2,132 0.21% — 676 +12,146 New Q4 2025 Feb 17, 2026
SYNTAX RESEARCH, INC. History Added to 12,117 2,127 1.31% 0.03% 677 +11,881 5034.32% Q4 2025 Feb 02, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 12,107 2,125 0.35% 0.41% 678 -952 -7.29% Q4 2025 Jan 28, 2026
SIMON QUICK ADVISORS, LLC History Reduced 12,061 2,117 0.09% 0.11% 679 -1,054 -8.04% Q4 2025 Jan 29, 2026
Ceredex Value Advisors LLC History Reduced 11,996 2,106 0.06% 1.0% 680 -212,201 -94.65% Q4 2025 Feb 13, 2026
Oak Thistle LLC History Added to 11,991 2,105 0.29% 0.32% 681 +1,064 9.74% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 11,933 2,095 0.04% 0.04% 682 +1,489 14.26% Q4 2025 Feb 06, 2026
Oak Asset Management, LLC History Reduced 11,820 2,075 0.71% 0.94% 683 -2,432 -17.06% Q4 2025 Jan 14, 2026
Alpha Omega Wealth Management LLC History No change 11,812 2,073 0.34% 0.38% 684 0 0.0% Q4 2025 Jan 22, 2026
Farther Finance Advisors, LLC History Added to 11,700 2,054 0.02% 0.02% 685 +4,335 58.86% Q4 2025 Jan 23, 2026
Marks Group Wealth Management, Inc History Added to 11,395 2,000 0.19% 0.15% 686 +3,069 36.86% Q4 2025 Feb 11, 2026
Sterling Investment Advisors, Ltd. History Reduced 11,356 1,993 0.37% 0.46% 687 -961 -7.8% Q4 2025 Feb 09, 2026
PRINCIPAL SECURITIES, INC. History Added to 11,349 1,992 0.03% 0.03% 688 +927 8.89% Q4 2025 Feb 12, 2026
BURNEY CO/ History Reduced 11,200 1,966 0.06% 0.17% 689 -17,267 -60.66% Q4 2025 Jan 23, 2026
INCEPTIONR LLC History New 11,103 1,949 0.54% — 690 +11,103 New Q4 2025 Feb 11, 2026
CHOREO, LLC History Reduced 10,991 1,942 0.02% 0.03% 691 -1,460 -11.73% Q4 2025 Jan 23, 2026
ABC ARBITRAGE SA History Reduced 11,022 1,935 0.18% 0.4% 692 -10,258 -48.2% Q4 2025 Feb 04, 2026
Prospera Financial Services Inc History Reduced 10,923 1,920 0.03% 0.04% 693 -2,153 -16.47% Q4 2025 Feb 09, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 10,866 1,907 0.17% 0.2% 694 -934 -7.92% Q4 2025 Jan 30, 2026
DE BURLO GROUP INC History Reduced 10,763 1,889 0.23% 0.26% 695 -337 -3.04% Q4 2025 Feb 13, 2026
Werlinich Asset Management, LLC History Added to 10,650 1,882 0.93% 0.87% 696 +1,565 17.23% Q4 2025 Jan 06, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Reduced 10,701 1,878 0.48% 0.6% 697 -946 -8.12% Q4 2025 Feb 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 10,612 1,863 0.14% 0.12% 698 +1,552 17.13% Q4 2025 Jan 23, 2026
EARNEST PARTNERS LLC History Reduced 10,488 1,841 0.01% 0.01% 699 -118 -1.11% Q4 2025 Feb 12, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Reduced 10,355 1,818 0.51% 0.62% 700 -696 -6.3% Q4 2025 Jan 22, 2026
Verde Capital Management History Reduced 10,344 1,816 0.39% 0.45% 701 -247 -2.33% Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History Added to 10,316 1,811 0.01% 0.01% 702 +624 6.44% Q4 2025 Feb 03, 2026
Baldwin Investment Management, LLC History Reduced 10,301 1,808 0.2% 0.29% 703 -3,014 -22.64% Q4 2025 Feb 13, 2026
Ninepoint Partners LP History Reduced 10,295 1,807 0.2% 0.31% 704 -1,919 -15.71% Q4 2025 Feb 17, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 10,124 1,782 0.11% 0.15% 705 -1,661 -14.09% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Reduced 9,956 1,747 0.06% 0.27% 706 -42,073 -80.86% Q4 2025 Feb 10, 2026
Sunstone Asset Management, L.P. History New 9,914 1,740 1.67% — 707 +9,914 New Q4 2025 Feb 18, 2026
Argo Wealth Advisory, LLC History New 9,904 1,738 1.04% — 708 +9,904 New Q4 2025 Jan 26, 2026
Harvest Portfolios Group Inc. History Reduced 9,879 1,734 0.03% 0.04% 709 -2,687 -21.38% Q4 2025 Feb 06, 2026
Missouri Trust & Investment Co History Reduced 9,782 1,717 0.5% 0.57% 710 -265 -2.64% Q4 2025 Feb 13, 2026
Mesirow Financial Investment Management, Inc. History Reduced 9,759 1,713 0.04% 0.06% 711 -7,158 -42.31% Q4 2025 Feb 05, 2026
Evelyn Partners Investment Management Services Ltd History Added to 9,740 1,710 0.21% 0.2% 712 +2,040 26.49% Q4 2025 Feb 13, 2026
SWS Partners History Reduced 9,530 1,689 0.41% 0.41% 713 -77,250 -89.02% Q4 2025 Jan 16, 2026
Sunbelt Securities, Inc. History Reduced 9,613 1,687 0.11% 0.14% 714 -1,088 -10.17% Q4 2025 Feb 20, 2026
GSA CAPITAL PARTNERS LLP History Added to 9,579 1,682 0.14% 0.08% 715 +4,389 84.57% Q4 2025 Feb 06, 2026
JAG CAPITAL MANAGEMENT, LLC History Reduced 9,563 1,678 0.18% 0.2% 716 -62 -0.64% Q4 2025 Feb 06, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 9,493 1,666 0.1% 0.12% 717 +432 4.77% Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History Added to 9,399 1,650 0.22% 0.24% 718 +236 2.58% Q4 2025 Feb 13, 2026
EFG International AG History New 9,356 1,642 0.03% — 720 +9,356 New Q4 2025 Feb 17, 2026
Portside Wealth Group, LLC History Added to 9,357 1,642 0.22% 0.17% 719 +3,026 47.8% Q4 2025 Jan 21, 2026
V-Square Quantitative Management LLC History New 9,299 1,632 0.17% — 721 +9,299 New Q4 2025 Jan 22, 2026
Howard Capital Management Inc. History Added to 9,281 1,629 0.02% 0.02% 722 +19 0.21% Q4 2025 Jan 23, 2026
INGALLS & SNYDER LLC History Reduced 9,273 1,628 0.06% 0.07% 723 -1,755 -15.91% Q4 2025 Feb 13, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Reduced 9,207 1,616 0.37% 0.5% 724 -2,285 -19.88% Q4 2025 Feb 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 9,200 1,615 0.11% 0.13% 725 0 0.0% Q4 2025 Jan 14, 2026
OSSIAM History Reduced 9,183 1,612 0.03% 0.03% 726 -1,377 -13.04% Q4 2025 Feb 13, 2026
CITIZENS & NORTHERN CORP History Reduced 9,061 1,590 0.39% 0.45% 727 -291 -3.11% Q4 2025 Jan 28, 2026
Park Place Capital Corp History Reduced 8,991 1,578 0.33% 0.38% 728 -472 -4.99% Q4 2025 Jan 09, 2026
ROCKLAND TRUST CO History Reduced 8,956 1,572 0.06% 0.09% 729 -2,992 -25.04% Q4 2025 Jan 15, 2026
EPIQ PARTNERS, LLC History Reduced 8,951 1,571 0.73% 1.0% 730 -2,079 -18.85% Q4 2025 Jan 07, 2026
Farringdon Capital, Ltd. History Added to 8,947 1,570 0.39% 0.33% 731 +2,121 31.07% Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History Added to 8,942 1,569 0.05% 0.01% 732 +7,042 370.63% Q4 2025 Feb 17, 2026
Mirabaud Asset Management Ltd History Added to 8,052 1,557 0.72% 0.69% 733 +780 10.73% Q4 2025 Feb 04, 2026
ACCOUNT MANAGEMENT LLC History Reduced 8,845 1,552 1.67% 3.97% 734 -10,505 -54.29% Q4 2025 Feb 02, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 8,829 1,550 0.15% 0.16% 735 +252 2.94% Q4 2025 Jan 21, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Reduced 8,805 1,545 0.67% 0.8% 736 -466 -5.03% Q4 2025 Feb 02, 2026
Groupe la Francaise History Reduced 8,741 1,534 0.02% 0.02% 737 -185 -2.07% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Added to 8,728 1,532 0.02% 0.02% 738 +280 3.31% Q4 2025 Jan 20, 2026
Fairbanks Capital Management, Inc. History Reduced 8,704 1,528 0.84% 0.91% 739 -64 -0.73% Q4 2025 Feb 13, 2026
Mondrian Investment Partners LTD History Added to 8,687 1,525 0.03% 0.02% 740 +3,391 64.03% Q4 2025 Feb 09, 2026
Waterloo Capital, L.P. History Reduced 8,679 1,523 0.11% 0.29% 741 -11,455 -56.89% Q4 2025 Feb 10, 2026
Royal Fund Management, LLC History Added to 8,653 1,518 0.14% 0.19% 742 +225 2.67% Q4 2025 Jan 15, 2026
Integrated Advisors Network LLC History Reduced 8,557 1,502 0.07% 0.08% 743 -1,848 -17.76% Q4 2025 Feb 17, 2026
Forza Wealth Management, LLC History Added to 8,533 1,498 0.54% 0.32% 744 +4,179 95.98% Q4 2025 Feb 02, 2026
WEDBUSH SECURITIES INC History Added to 8,525 1,497 0.04% 0.04% 745 +2,217 35.15% Q4 2025 Feb 12, 2026
SBI Okasan Asset Management Co.Ltd. History New 8,500 1,494 0.08% — 746 +8,500 New Q4 2025 Feb 10, 2026
Aspire Private Capital, LLC History New 8,471 1,487 0.33% — 747 +8,471 New Q4 2025 Jan 16, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 8,384 1,471 0.15% 0.17% 748 -682 -7.52% Q4 2025 Jan 20, 2026
Boit C F David History Reduced 8,710 1,467 0.63% 0.8% 749 -500 -5.43% Q4 2025 Jan 15, 2026
Fifth Third Wealth Advisors LLC History Reduced 8,359 1,467 0.05% 0.06% 750 -409 -4.66% Q4 2025 Jan 15, 2026
BENJAMIN EDWARDS INC History Reduced 8,327 1,462 0.02% 0.02% 751 -1,015 -10.86% Q4 2025 Feb 02, 2026
Rossmore Private Capital History Reduced 8,239 1,460 0.13% 0.19% 752 -975 -10.58% Q4 2025 Feb 05, 2026
Belpointe Asset Management LLC History Added to 8,275 1,452 0.05% 0.05% 753 +1,983 31.52% Q4 2025 Jan 27, 2026
BNP PARIBAS History Added to 8,188 1,436 0.04% 0.03% 754 +3,499 74.62% Q4 2025 Feb 10, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 8,163 1,433 0.19% 0.22% 755 -485 -5.61% Q4 2025 Feb 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 8,042 1,412 0.07% 0.07% 756 -153 -1.87% Q4 2025 Jan 21, 2026
Fieldview Capital Management, LLC History Added to 8,029 1,409 0.24% 0.11% 757 +4,609 134.77% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 7,938 1,393 0.01% 0.02% 758 -131 -1.62% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 7,924 1,391 0.02% 0.02% 759 +426 5.68% Q4 2025 Jan 15, 2026
Valeo Financial Advisors, LLC History Reduced 7,897 1,386 0.03% 0.05% 760 -2,662 -25.21% Q4 2025 Feb 04, 2026
Voya Financial Advisors, Inc. History Added to 7,879 1,385 0.13% 0.15% 761 +40 0.51% Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History Reduced 7,876 1,382 0.02% 0.02% 762 -129 -1.61% Q4 2025 Feb 10, 2026
TWIN CITY PRIVATE WEALTH, LLC History Added to 7,799 1,382 1.05% 1.17% 763 +58 0.75% Q4 2025 Feb 13, 2026
TEMA ETFS LLC History Reduced 7,877 1,382 0.11% 0.13% 764 -20 -0.25% Q4 2025 Jan 16, 2026
Ascent Group, LLC History Reduced 7,868 1,381 0.05% 0.06% 765 -672 -7.87% Q4 2025 Jan 20, 2026
Jacobi Capital Management LLC History Reduced 7,807 1,370 0.08% 0.1% 766 -793 -9.22% Q4 2025 Feb 13, 2026
Midwest Professional Planners, LTD. History Reduced 7,795 1,368 0.32% 0.47% 767 -2,276 -22.6% Q4 2025 Feb 06, 2026
New Hampshire Trust History Reduced 7,790 1,367 0.27% 0.34% 768 -1,236 -13.69% Q4 2025 Jan 29, 2026
StoneX Group Inc. History Added to 7,714 1,364 0.06% 0.05% 769 +1,540 24.94% Q4 2025 Feb 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 7,753 1,361 0.02% 0.03% 770 -439 -5.36% Q4 2025 Jan 16, 2026
Pallas Capital Advisors LLC History Added to 7,743 1,359 0.04% 0.01% 771 +5,801 298.71% Q4 2025 Jan 14, 2026
Argent Trust Co History Reduced 7,657 1,344 0.05% 0.06% 772 -1,392 -15.38% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Added to 7,628 1,339 0.02% 0.02% 773 +183 2.46% Q4 2025 Jan 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 7,604 1,335 0.01% 0.01% 774 -146 -1.88% Q4 2025 Feb 12, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History Added to 7,688 1,333 1.12% 1.07% 775 +734 10.56% Q4 2025 Jan 28, 2026
PFG Investments, LLC History Added to 7,480 1,313 0.06% 0.06% 776 +1,124 17.68% Q4 2025 Jan 26, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 7,424 1,303 0.1% 0.3% 777 -10,210 -57.9% Q4 2025 Jan 28, 2026
Columbia Asset Management History Added to 7,417 1,302 0.23% 0.26% 778 +126 1.73% Q4 2025 Jan 28, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 7,396 1,298 0.02% 0.02% 779 +234 3.27% Q4 2025 Feb 12, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 7,371 1,294 0.04% 0.04% 780 +522 7.62% Q4 2025 Jan 30, 2026
ALTFEST L J & CO INC History Added to 7,297 1,281 0.14% 0.04% 781 +5,655 344.4% Q4 2025 Jan 23, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Reduced 7,281 1,278 0.3% 0.23% 782 -370 -4.84% Q4 2025 Feb 13, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 7,251 1,273 0.25% 0.29% 783 -265 -3.53% Q4 2025 Jan 16, 2026
UMB Bank, n.a. History Reduced 7,235 1,270 0.02% 0.02% 784 -183 -2.47% Q4 2025 Feb 13, 2026
Legacy Wealth Asset Management, LLC History Reduced 7,173 1,259 0.31% 0.37% 785 -743 -9.39% Q4 2025 Jan 12, 2026
Altman Advisors, Inc. History Reduced 7,164 1,257 0.47% 0.61% 786 -1,186 -14.2% Q4 2025 Feb 04, 2026
Financial Engines Advisors L.L.C. History Added to 7,147 1,254 0.0% 0.0% 787 +32 0.45% Q4 2025 Feb 12, 2026
Woodline Partners LP History New 7,126 1,251 0.0% — 788 +7,126 New Q4 2025 Feb 17, 2026
MEKETA INVESTMENT GROUP INC /ADV History No change 7,109 1,248 4.22% 4.49% 789 0 0.0% Q4 2025 Feb 11, 2026
Sage Capital Management, LLC History Reduced 7,087 1,246 0.58% 0.67% 791 -650 -8.4% Q4 2025 Jan 15, 2026
Compound Planning, Inc. History Added to 7,099 1,246 0.04% 0.04% 790 +243 3.54% Q4 2025 Feb 19, 2026
Perigon Wealth Management, LLC History Added to 7,049 1,237 0.02% 0.02% 792 +1,771 33.55% Q4 2025 Jan 16, 2026
Crews Bank & Trust History Reduced 7,045 1,236 0.18% 0.21% 794 -362 -4.89% Q4 2025 Jan 21, 2026
Redmond Asset Management, LLC History Added to 7,044 1,236 0.32% 0.32% 793 +312 4.63% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Reduced 7,002 1,229 0.02% 0.02% 795 -138 -1.93% Q4 2025 Jan 22, 2026
Triangle Securities Wealth Management History Added to 6,989 1,227 0.26% 0.29% 796 +425 6.47% Q4 2025 Jan 13, 2026
Hixon Zuercher, LLC History Reduced 6,974 1,224 0.37% 0.49% 797 -1,367 -16.39% Q4 2025 Jan 26, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 6,885 1,220 0.06% 0.06% 798 +2,347 51.72% Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Reduced 7,729 1,217 0.03% 0.03% 799 -128 -1.63% Q4 2025 Feb 11, 2026
SIG BROKERAGE, LP History New 6,900 1,211 0.04% — 800 +6,900 New Q4 2025 Feb 17, 2026
Brooklyn Investment Group History Added to 6,889 1,211 0.06% 0.18% 801 +752 12.25% Q4 2025 Feb 12, 2026
Westhampton Capital, LLC History Reduced 6,883 1,208 0.57% 0.67% 802 -224 -3.15% Q4 2025 Jan 30, 2026
AMF Tjanstepension AB History New 6,880 1,207 0.01% — 803 +6,880 New Q4 2025 Feb 06, 2026
BTC Capital Management, Inc. History Added to 6,834 1,199 0.08% 0.07% 804 +1,660 32.08% Q4 2025 Jan 15, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Added to 6,821 1,198 0.07% 0.06% 805 +1,409 26.03% Q4 2025 Feb 03, 2026
Bridgefront Capital, LLC History Reduced 6,801 1,194 0.3% 0.39% 806 -140 -2.02% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 6,763 1,187 0.0% 0.0% 807 -2,230 -24.8% Q4 2025 Feb 11, 2026
Krilogy Financial LLC History Added to 6,601 1,184 0.04% 0.04% 808 +783 13.46% Q4 2025 Jan 27, 2026
Dorsey & Whitney Trust CO LLC History Reduced 6,720 1,179 0.06% 0.08% 809 -835 -11.05% Q4 2025 Feb 11, 2026
NORDEN GROUP LLC History Added to 6,698 1,176 0.12% 0.1% 810 +1,722 34.61% Q4 2025 Jan 13, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 6,677 1,172 0.39% 0.47% 811 -361 -5.13% Q4 2025 Feb 06, 2026
Choate Investment Advisors History Added to 6,666 1,170 0.02% 0.02% 812 +532 8.67% Q4 2025 Feb 09, 2026
Revisor Wealth Management LLC History Added to 6,564 1,163 0.31% 0.18% 814 +3,739 132.35% Q4 2025 Jan 27, 2026
Argent Advisors, Inc. History Added to 6,625 1,163 0.32% 0.37% 813 +61 0.93% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Reduced 6,598 1,158 0.06% 0.1% 815 -2,421 -26.84% Q4 2025 Jan 05, 2026
AlphaCore Capital LLC History Added to 6,595 1,157 0.03% 0.01% 816 +4,462 209.19% Q4 2025 Feb 05, 2026
Cross Staff Investments Inc History Reduced 6,590 1,157 0.64% 0.92% 817 -233 -3.41% Q4 2025 Feb 27, 2026
Cordatus Wealth Management LLC History Reduced 6,486 1,138 0.26% 0.29% 818 -15 -0.23% Q4 2025 Jan 26, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 6,462 1,134 0.17% 0.19% 819 +160 2.54% Q4 2025 Feb 03, 2026
Mayflower Financial Advisors, LLC History Reduced 6,432 1,129 0.14% 0.16% 820 -156 -2.37% Q4 2025 Jan 13, 2026
GLOBALT Investments LLC / GA History Added to 6,410 1,125 0.04% 0.04% 822 +188 3.02% Q4 2025 Feb 06, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 6,412 1,125 0.0% 0.0% 821 0 0.0% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Added to 6,399 1,123 0.03% 0.03% 823 +919 16.77% Q4 2025 Feb 06, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 6,542 1,122 0.08% 0.09% 824 +389 6.32% Q4 2025 Feb 13, 2026
Marion Wealth Management History Added to 6,241 1,115 0.25% 0.27% 825 +229 3.81% Q4 2025 Jan 26, 2026
BIP Wealth, LLC History Added to 6,347 1,114 0.04% 0.06% 826 +104 1.67% Q4 2025 Jan 21, 2026
Portfolio Design Labs, LLC History Added to 6,336 1,112 0.18% 0.2% 827 +196 3.19% Q4 2025 Feb 11, 2026
BAILARD, INC. History Added to 6,331 1,111 0.02% 0.02% 828 +599 10.45% Q4 2025 Feb 04, 2026
Leonteq Securities AG History Added to 6,324 1,110 0.03% 0.02% 829 +2,121 50.46% Q4 2025 Feb 06, 2026
HighPoint Advisor Group LLC History Reduced 6,322 1,109 0.05% 0.1% 830 -4,484 -41.5% Q4 2025 Feb 04, 2026
United Bank History Reduced 6,276 1,101 0.37% 0.43% 831 -133 -2.08% Q4 2025 Feb 05, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 6,214 1,090 0.1% 0.04% 833 +4,094 193.11% Q4 2025 Jan 20, 2026
Ameritas Investment Partners, Inc. History Reduced 6,210 1,090 0.03% 0.04% 832 -488 -7.29% Q4 2025 Feb 11, 2026
Mendel Money Management History Added to 6,200 1,088 0.46% 0.24% 834 +3,185 105.64% Q4 2025 Jan 29, 2026
Salvus Wealth Management, LLC History Reduced 6,174 1,083 0.61% 0.81% 835 -1,390 -18.38% Q4 2025 Jan 12, 2026
Joel Isaacson & Co., LLC History Reduced 6,141 1,078 0.04% 0.04% 836 -140 -2.23% Q4 2025 Jan 30, 2026
Applied Finance Capital Management, LLC History New 6,138 1,077 0.08% — 837 +6,138 New Q4 2025 Feb 05, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 6,128 1,075 0.02% 0.03% 838 -1,009 -14.14% Q4 2025 Feb 17, 2026
Formidable Asset Management, LLC History Added to 5,536 1,064 0.15% 0.13% 839 +1,663 42.94% Q4 2025 Jan 16, 2026
TigerOak Management, L.L.C. History Reduced 6,052 1,062 0.32% 0.36% 841 -35 -0.57% Q4 2025 Jan 21, 2026
Knollwood Investment Advisory, LLC History No change 6,049 1,062 0.1% 0.1% 840 0 0.0% Q4 2025 Feb 13, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 6,044 1,061 0.02% 0.02% 842 -429 -6.63% Q4 2025 Jan 28, 2026
Apriem Advisors History Reduced 6,039 1,060 0.1% 0.12% 843 -689 -10.24% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 6,031 1,058 0.01% 0.02% 844 -498 -7.63% Q4 2025 Jan 21, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 6,024 1,057 0.0% 0.0% 845 -2,579 -29.98% Q4 2025 Feb 13, 2026
POSTROCK PARTNERS LLC History Reduced 6,015 1,056 0.46% 0.52% 846 -123 -2.0% Q4 2025 Jan 16, 2026
RBF Capital, LLC History Reduced 6,000 1,053 0.05% 0.09% 847 -4,000 -40.0% Q4 2025 Feb 17, 2026
Barbara Oil Co. History Reduced 6,000 1,053 0.39% 0.53% 848 -1,420 -19.14% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 5,947 1,044 0.02% 0.07% 849 -13,585 -69.55% Q4 2025 Jan 23, 2026
Somerset Trust Co History Added to 5,927 1,040 0.32% 0.35% 850 +91 1.56% Q4 2025 Jan 09, 2026
Ballentine Partners, LLC History Reduced 5,876 1,031 0.01% 0.02% 852 -890 -13.15% Q4 2025 Feb 03, 2026
CENTRAL TRUST Co History Reduced 5,877 1,031 0.02% 0.03% 851 -724 -10.97% Q4 2025 Feb 02, 2026
CIM INVESTMENT MANAGEMENT INC History No change 5,871 1,030 0.27% 0.31% 853 0 0.0% Q4 2025 Feb 17, 2026
GARRISON POINT ADVISORS, LLC History Reduced 5,865 1,029 0.46% 0.48% 854 -103 -1.73% Q4 2025 Feb 13, 2026
ANB BANK History Reduced 5,852 1,027 0.41% 0.46% 855 -25 -0.43% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Reduced 5,783 1,025 0.02% 0.02% 856 -704 -10.85% Q4 2025 Feb 13, 2026
CX Institutional History Reduced 5,826 1,023 0.03% 0.05% 857 -2,937 -33.52% Q4 2025 Feb 02, 2026
Pasadena Private Wealth, LLC History Added to 6,890 1,015 0.14% 0.04% 858 +5,346 346.24% Q4 2025 Feb 10, 2026
Frank, Rimerman Advisors LLC History Added to 5,775 1,013 0.06% 0.05% 859 +1,543 36.46% Q4 2025 Jan 15, 2026
PeakShares LLC History New 5,712 1,002 0.98% — 862 +5,712 New Q4 2025 Mar 10, 2026
Blue Trust, Inc. History Reduced 5,711 1,002 0.01% 0.01% 860 -1,193 -17.28% Q4 2025 Jan 16, 2026
Herold Advisors, Inc. History Reduced 5,710 1,002 0.22% 0.31% 861 -1,180 -17.13% Q4 2025 Feb 17, 2026
Meeder Advisory Services, Inc. History Reduced 5,694 999 0.04% 0.07% 863 -2,528 -30.75% Q4 2025 Feb 11, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 5,687 998 0.15% 0.12% 864 +1,757 44.71% Q4 2025 Feb 11, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 5,680 997 0.16% 0.19% 865 -318 -5.3% Q4 2025 Feb 11, 2026
Godshalk Welsh Capital Management, Inc. History Reduced 5,675 996 0.57% 0.66% 866 -300 -5.02% Q4 2025 Feb 12, 2026
Gibbs Wealth Management History Added to 5,899 993 0.24% 0.19% 868 +1,565 36.11% Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History Added to 5,656 993 0.05% 0.05% 867 +761 15.55% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 5,651 992 0.01% 0.01% 869 +2,307 68.99% Q4 2025 Jan 29, 2026
Smartleaf Asset Management LLC History Reduced 5,604 990 0.04% 0.08% 870 -992 -15.04% Q4 2025 Feb 13, 2026
Ledyard National Bank History Added to 5,609 984 0.08% 0.1% 871 +90 1.63% Q4 2025 Jan 21, 2026
Lineweaver Wealth Advisors, LLC History Added to 5,596 982 0.13% 0.15% 872 +102 1.86% Q4 2025 Jan 14, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 5,572 979 0.02% 0.03% 873 -687 -10.98% Q4 2025 Jan 26, 2026
Polymer Capital Management (US) LLC History Added to 5,545 973 0.1% 0.08% 874 +1,790 47.67% Q4 2025 Feb 17, 2026
Applied Capital LLC/FL History Added to 5,506 966 0.57% 0.57% 875 +725 15.16% Q4 2025 Jan 16, 2026
Sava Infond d.o.o. History Reduced 5,500 965 0.13% 0.2% 876 -1,910 -25.78% Q4 2025 Jan 29, 2026
OUTFITTERS FINANCIAL LLC History Added to 5,475 961 0.76% 0.69% 877 +1,005 22.48% Q4 2025 Jan 28, 2026
Cove Private Wealth, LLC History Reduced 5,458 958 0.29% 0.39% 878 -910 -14.29% Q4 2025 Jan 23, 2026
LifePlan Financial, LLC History Added to 5,415 950 0.73% 0.61% 879 +1,403 34.97% Q4 2025 Jan 20, 2026
EVOLVE PRIVATE WEALTH, LLC History New 5,318 942 0.06% — 880 +5,318 New Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Added to 5,356 940 0.03% 0.02% 881 +2,638 97.06% Q4 2025 Feb 13, 2026
Trail Ridge Investment Advisors, LLC History Reduced 5,356 940 0.4% 0.47% 882 -100 -1.83% Q4 2025 Jan 28, 2026
TWIN CAPITAL MANAGEMENT INC History Reduced 5,320 934 0.12% 0.19% 883 -2,712 -33.76% Q4 2025 Feb 06, 2026
Brown Miller Wealth Management, LLC History Added to 5,314 932 0.26% 0.13% 884 +2,894 119.59% Q4 2025 Jan 23, 2026
Navalign, LLC History Added to 5,292 929 0.23% 0.24% 885 +546 11.5% Q4 2025 Feb 05, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 5,255 922 0.26% 0.38% 886 -1,122 -17.59% Q4 2025 Feb 10, 2026
Arete Wealth Advisors, LLC History Added to 5,240 920 0.06% 0.06% 887 +532 11.3% Q4 2025 Feb 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 5,225 917 0.23% 0.21% 888 +280 5.66% Q4 2025 Jan 08, 2026
FIDUCIARY FAMILY OFFICE, LLC History Added to 5,210 914 0.26% 0.14% 889 +2,717 108.99% Q4 2025 Feb 10, 2026
Lee Financial Co History Reduced 5,176 910 0.12% 0.14% 890 -721 -12.23% Q4 2025 Jan 22, 2026
Community Financial Services Group, LLC History Reduced 5,147 903 0.17% 0.19% 891 -180 -3.38% Q4 2025 Jan 15, 2026
NBT BANK N A /NY History Added to 5,141 902 0.06% 0.03% 892 +2,703 110.87% Q4 2025 Jan 23, 2026
PINNACLE ASSOCIATES LTD History Added to 5,133 901 0.01% 0.01% 893 +571 12.52% Q4 2025 Feb 05, 2026
Sivia Capital Partners, LLC History Added to 5,125 899 0.18% 0.07% 894 +3,792 284.47% Q4 2025 Feb 10, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 5,098 895 0.04% — 895 +5,098 New Q4 2025 Feb 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 5,039 884 0.06% 0.06% 896 +193 3.98% Q4 2025 Feb 12, 2026
TOWER TRUST & INVESTMENT Co History Reduced 4,999 877 0.55% 0.65% 898 -1 -0.02% Q4 2025 Jan 21, 2026
Supplemental Annuity Collective Trust of NJ History No change 5,000 877 0.23% 0.25% 897 0 0.0% Q4 2025 Jan 29, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 4,941 867 0.1% 0.1% 899 +700 16.51% Q4 2025 Jan 26, 2026
Waldron Private Wealth LLC History Reduced 4,908 861 0.03% 0.04% 900 -481 -8.93% Q4 2025 Jan 14, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Reduced 4,900 860 0.2% 0.23% 901 -400 -7.55% Q4 2025 Feb 04, 2026
COMMONS CAPITAL, LLC History Reduced 4,876 856 0.57% 0.71% 902 -769 -13.62% Q4 2025 Jan 05, 2026
Chicago Capital, LLC History Reduced 4,847 850 0.02% 0.02% 903 -116 -2.34% Q4 2025 Jan 26, 2026
Savvy Advisors, Inc. History Added to 4,799 842 0.03% 0.03% 905 +1,781 59.01% Q4 2025 Jan 20, 2026
CSU Producer Resources, Inc. History No change 4,800 842 2.52% 2.73% 904 0 0.0% Q4 2025 Feb 12, 2026
GS Investments, Inc. History Added to 4,773 837 0.45% 0.44% 906 +180 3.92% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Reduced 4,747 833 0.02% 0.02% 907 -242 -4.85% Q4 2025 Feb 06, 2026
Mutual Advisors, LLC History Added to 4,725 829 0.02% 0.02% 908 +584 14.1% Q4 2025 Feb 02, 2026
PYA Waltman Capital, LLC History Reduced 4,705 826 0.22% 0.46% 909 -4,209 -47.22% Q4 2025 Feb 13, 2026
CHAPMAN FINANCIAL GROUP, LLC History Reduced 4,699 825 0.56% 0.71% 910 -622 -11.69% Q4 2025 Feb 02, 2026
SUMITOMO LIFE INSURANCE CO History Added to 4,667 819 0.02% 0.03% 911 +52 1.13% Q4 2025 Feb 13, 2026
Lord & Richards Wealth Management, LLC History Reduced 4,621 811 0.7% 1.39% 912 -3,283 -41.54% Q4 2025 Jan 15, 2026
Camelot Portfolios, LLC History Reduced 4,610 809 0.5% 0.55% 913 -195 -4.06% Q4 2025 Jan 29, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History Reduced 4,598 807 0.02% 0.09% 914 -5,835 -55.93% Q4 2025 Feb 02, 2026
WEALTH ALLIANCE, LLC History Reduced 4,595 806 0.08% 0.1% 916 -301 -6.15% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Added to 4,596 806 0.01% 0.01% 915 +204 4.64% Q4 2025 Jan 13, 2026
Center for Financial Planning, Inc. History Reduced 4,571 802 0.08% 0.1% 917 -370 -7.49% Q4 2025 Feb 05, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Reduced 4,678 801 0.11% 0.14% 918 -5 -0.11% Q4 2025 Feb 11, 2026
MTM Investment Management, LLC History Reduced 4,561 800 0.26% 0.28% 919 -45 -0.98% Q4 2025 Feb 09, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 4,540 797 0.01% 0.01% 920 +448 10.95% Q4 2025 Jan 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 4,536 796 0.01% 0.02% 922 -171 -3.63% Q4 2025 Feb 19, 2026
INTRUST BANK NA History Reduced 4,535 796 0.07% 0.07% 921 -140 -2.99% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 4,518 793 0.05% 0.06% 924 +1,464 47.94% Q4 2025 Feb 03, 2026
BOKF, NA History Reduced 4,522 793 0.01% 0.02% 923 -1,392 -23.54% Q4 2025 Feb 03, 2026
Wealth Enhancement Trust Services, Inc. History New 4,502 790 0.1% — 925 +4,502 New Q4 2025 Jan 27, 2026
Hardworking Capital Advisors, LLC History New 4,492 788 0.72% — 926 +4,492 New Q4 2025 Feb 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 4,485 787 0.04% 0.02% 927 +2,683 148.89% Q4 2025 Feb 11, 2026
United Advisor Group, LLC History Added to 4,484 787 0.1% 0.12% 928 +3 0.07% Q4 2025 Jan 26, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 4,461 783 0.11% 0.12% 929 -134 -2.92% Q4 2025 Jan 20, 2026
Independence Bank of Kentucky History Reduced 4,445 780 0.1% 0.13% 930 -615 -12.15% Q4 2025 Jan 20, 2026
NBC SECURITIES, INC. History Added to 4,404 773 0.06% 0.05% 931 +979 28.58% Q4 2025 Jan 29, 2026
Freestone Grove Partners LP History Added to 4,399 772 0.01% 0.01% 932 +161 3.8% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 4,354 771 0.02% 0.08% 933 -11,063 -71.76% Q4 2025 Jan 28, 2026
Capital International Sarl History No change 4,384 769 0.01% 0.01% 934 0 0.0% Q4 2025 Feb 11, 2026
XXI WEALTH, LLC History New 4,345 762 0.46% — 935 +4,345 New Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Added to 4,329 760 0.01% 0.0% 936 +2,143 98.03% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 4,327 759 0.01% 0.01% 937 +552 14.62% Q4 2025 Mar 12, 2026
Avanza Fonder AB History New 4,312 757 0.02% — 938 +4,312 New Q4 2025 Jan 12, 2026
WBH ADVISORY INC History Reduced 4,309 756 0.06% 0.06% 939 -62 -1.42% Q4 2025 Jan 26, 2026
Berman McAleer LLC History No change 4,254 746 0.1% 0.12% 940 0 0.0% Q4 2025 Feb 05, 2026
Savant Capital, LLC History Reduced 4,242 744 0.0% 0.01% 941 -890 -17.34% Q4 2025 Feb 10, 2026
GM Advisory Group, LLC History Added to 4,236 743 0.03% 0.02% 942 +1,590 60.09% Q4 2025 Feb 13, 2026
Purpose Unlimited Inc. History New 4,221 741 0.03% — 944 +4,221 New Q4 2025 Mar 20, 2026
MidWestOne Financial Group, Inc. History Added to 4,226 741 0.08% 0.1% 943 +3 0.07% Q4 2025 Feb 12, 2026
SMITH, MOORE & CO. History Reduced 4,204 738 0.06% 0.06% 945 -135 -3.11% Q4 2025 Jan 23, 2026
PAYDEN & RYGEL History Reduced 4,200 737 0.05% 0.07% 946 -500 -10.64% Q4 2025 Feb 06, 2026
Fiduciary Alliance LLC History Reduced 4,197 736 0.05% 0.06% 948 -646 -13.34% Q4 2025 Jan 22, 2026
Canandaigua National Trust Co of Florida History Added to 4,194 736 0.46% 0.61% 947 +161 3.99% Q4 2025 Jan 30, 2026
Western Wealth Management, LLC History Added to 4,190 735 0.03% 0.03% 949 +1,418 51.15% Q4 2025 Feb 05, 2026
Churchill Financial Advisors, LLC History New 4,180 733 0.22% — 950 +4,180 New Q4 2025 Feb 09, 2026
Ellevest, Inc. History Reduced 4,162 730 0.1% 0.13% 951 -471 -10.17% Q4 2025 Feb 10, 2026
Gilliland Jeter Wealth Management LLC History Reduced 4,158 730 0.22% 0.25% 952 -9 -0.22% Q4 2025 Jan 23, 2026
Equitable Holdings, Inc. History Reduced 4,157 729 0.0% 0.01% 953 -1,897 -31.33% Q4 2025 Feb 17, 2026
Shum Financial Group, Inc. History Added to 4,142 727 0.52% 0.54% 954 +346 9.11% Q4 2025 Jan 15, 2026
PDS Planning, Inc History Reduced 4,114 722 0.05% 0.06% 955 -112 -2.65% Q4 2025 Jan 26, 2026
Fire Capital Management LLC History Added to 4,110 721 0.36% 0.43% 956 +227 5.85% Q4 2025 Feb 03, 2026
B. Riley Wealth Advisors, Inc. History Added to 4,078 715 0.03% 0.04% 958 +68 1.7% Q4 2025 Feb 17, 2026
MOODY LYNN & LIEBERSON, LLC History Added to 4,074 715 0.04% 0.04% 957 +39 0.97% Q4 2025 Jan 15, 2026
RB Capital Management, LLC History Reduced 4,062 713 0.14% 0.18% 959 -579 -12.48% Q4 2025 Feb 03, 2026
Community Bank, N.A. History No change 4,055 711 0.08% 0.09% 960 0 0.0% Q4 2025 Feb 04, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 4,045 710 0.21% 0.24% 961 -210 -4.94% Q4 2025 Jan 20, 2026
Lakeridge Wealth Management LLC History Reduced 4,042 709 0.32% 0.42% 962 -911 -18.39% Q4 2025 Jan 07, 2026
LVW Advisors, LLC History Reduced 4,029 707 0.07% 0.11% 963 -1,400 -25.79% Q4 2025 Jan 14, 2026
NICOLET BANKSHARES INC History Reduced 4,026 706 0.11% 0.18% 965 -1,860 -31.6% Q4 2025 Feb 09, 2026
IHT Wealth Management, LLC History Reduced 4,023 706 0.02% 0.03% 966 -1,817 -31.11% Q4 2025 Feb 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 4,024 706 0.04% 0.05% 964 -225 -5.3% Q4 2025 Jan 26, 2026
Kovitz Investment Group Partners, LLC History Reduced 3,983 699 0.02% 0.07% 967 -84,992 -95.52% Q4 2025 Feb 20, 2026
Smithfield Trust Co History Added to 3,965 697 0.03% 0.03% 968 +146 3.82% Q4 2025 Feb 09, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 3,961 695 0.05% 0.09% 971 -1,829 -31.59% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Reduced 3,959 695 0.01% 0.02% 969 -1,343 -25.33% Q4 2025 Feb 02, 2026
RFG Advisory, LLC History Added to 3,961 695 0.01% 0.01% 970 +858 27.65% Q4 2025 Feb 03, 2026
Kuhn & Co Investment Counsel History Added to 3,950 693 0.46% 0.59% 972 +100 2.6% Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History Reduced 3,944 692 0.04% 0.05% 973 -870 -18.07% Q4 2025 Jan 23, 2026
Tacita Capital Inc History Added to 3,924 688 0.4% 0.39% 974 +578 17.27% Q4 2025 Feb 11, 2026
GTS SECURITIES LLC History Added to 3,909 686 0.02% 0.01% 975 +2,147 121.85% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 3,904 685 0.01% 0.02% 977 -719 -15.55% Q4 2025 Jan 07, 2026
Clear Creek Financial Management, LLC History Added to 3,905 685 0.06% 0.06% 976 +380 10.78% Q4 2025 Jan 23, 2026
Greenwich Wealth Management LLC History Added to 3,882 682 0.03% 0.03% 978 +300 8.38% Q4 2025 Feb 10, 2026
Park State Asset Management History Reduced 3,876 680 0.46% 0.56% 979 -340 -8.06% Q4 2025 Feb 17, 2026
Pathway Financial Advisers, LLC History Reduced 3,869 679 0.2% 0.24% 980 -419 -9.77% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 3,859 677 0.02% 0.01% 981 +2,101 119.51% Q4 2025 Feb 06, 2026
Walleye Capital LLC History Reduced 3,851 676 0.0% 0.03% 982 -32,398 -89.38% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 3,836 673 0.01% 0.02% 983 -6,302 -62.16% Q4 2025 Feb 11, 2026
OVERSEA-CHINESE BANKING Corp Ltd History New 3,822 671 0.02% — 984 +3,822 New Q4 2025 Jan 28, 2026
Checchi Capital Advisers, LLC History Reduced 3,814 669 0.03% 0.05% 985 -754 -16.51% Q4 2025 Jan 27, 2026
AMG National Trust Bank History Reduced 3,730 654 0.02% 0.02% 986 -1,238 -24.92% Q4 2025 Jan 30, 2026
PATRON PARTNERS, LLC History Reduced 3,728 654 0.29% 0.37% 987 -546 -12.77% Q4 2025 Feb 11, 2026
Advisor Resource Council History New 3,752 651 0.23% — 989 +3,752 New Q4 2025 Feb 10, 2026
CNB Bank History Added to 3,709 651 0.27% 0.28% 988 +206 5.88% Q4 2025 Feb 11, 2026
Continuum Advisory, LLC History Reduced 3,686 647 0.06% 0.09% 991 -893 -19.5% Q4 2025 Feb 11, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 3,686 647 0.21% 0.26% 990 0 0.0% Q4 2025 Feb 12, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 3,682 646 0.06% 0.07% 992 0 0.0% Q4 2025 Jan 12, 2026
Legacy Trust History Reduced 3,656 641 0.12% 0.14% 993 -16 -0.44% Q4 2025 Jan 22, 2026
Phoenix Financial Ltd. History Added to 3,647 639 0.01% 0.0% 994 +1,851 103.06% Q4 2025 Feb 05, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Added to 3,640 639 0.13% 0.14% 995 +203 5.91% Q4 2025 Feb 09, 2026
Retirement Planning Co of New England, Inc. History Added to 3,637 638 0.26% 0.28% 996 +71 1.99% Q4 2025 Jan 28, 2026
Centurion Wealth Management LLC History Reduced 3,609 633 0.14% 0.16% 997 -104 -2.8% Q4 2025 Jan 14, 2026
SYON CAPITAL LLC History Added to 3,594 631 0.03% 0.04% 999 +143 4.14% Q4 2025 Feb 11, 2026
American Investment Services, Inc. History No change 3,599 631 0.15% 0.17% 998 0 0.0% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Reduced 3,583 629 0.01% 0.02% 1000 -907 -20.2% Q4 2025 Jan 13, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Reduced 3,574 627 0.42% 0.46% 1001 -79 -2.16% Q4 2025 Jan 26, 2026
Inscription Capital, LLC History Reduced 3,562 625 0.06% 0.1% 1002 -1,504 -29.69% Q4 2025 Jan 29, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 3,547 622 0.01% 0.03% 1003 -3,501 -49.67% Q4 2025 Feb 05, 2026
First Pacific Financial History Reduced 3,547 622 0.08% 0.1% 1004 -85 -2.34% Q4 2025 Jan 16, 2026
VUB Generali dochodkova spravcovska spolocnost, a.s. History New 3,534 620 0.47% — 1005 +3,534 New Q4 2025 Feb 12, 2026
Glenview Trust Co History Reduced 3,509 616 0.01% 0.01% 1006 -1,182 -25.2% Q4 2025 Feb 09, 2026
FSM Wealth Advisors, LLC History Reduced 3,504 615 0.08% 0.16% 1008 -2,288 -39.5% Q4 2025 Jan 23, 2026
Fragasso Financial Advisors Inc History Reduced 3,508 615 0.04% 0.05% 1007 -397 -10.17% Q4 2025 Jan 07, 2026
Reflection Asset Management History New 3,472 609 0.43% — 1010 +3,472 New Q4 2025 Mar 02, 2026
US Asset Management LLC History Reduced 3,471 609 0.5% 0.55% 1009 -34 -0.97% Q4 2025 Jan 27, 2026
Essex Financial Services, Inc. History Added to 3,466 608 0.03% 0.03% 1011 +446 14.77% Q4 2025 Feb 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 3,456 606 0.04% 0.06% 1012 -877 -20.24% Q4 2025 Feb 12, 2026
JOURNEY STRATEGIC WEALTH LLC History New 3,429 602 0.02% — 1013 +3,429 New Q4 2025 Feb 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History New 3,403 598 0.06% — 1015 +3,403 New Q4 2025 Jan 22, 2026
Clear Harbor Asset Management, LLC History Added to 3,408 598 0.04% 0.04% 1014 +50 1.49% Q4 2025 Feb 10, 2026
Caldwell Trust Co History Reduced 3,398 596 0.05% 0.08% 1017 -1,151 -25.3% Q4 2025 Jan 30, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 3,400 596 0.01% 0.01% 1016 0 0.0% Q4 2025 Feb 02, 2026
Wilian Securities, LLC History New 3,379 593 0.64% — 1018 +3,379 New Q4 2025 Feb 06, 2026
REGIONS FINANCIAL CORP History Reduced 3,362 590 0.0% 0.01% 1019 -732 -17.88% Q4 2025 Jan 27, 2026
Horst & Graben Wealth Management LLC History Added to 3,365 590 0.09% 0.1% 1020 +35 1.05% Q4 2025 Jan 27, 2026
PITTENGER & ANDERSON INC History Reduced 3,345 587 0.02% 0.03% 1021 -955 -22.21% Q4 2025 Feb 02, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 3,284 576 0.01% 0.01% 1022 -880 -21.13% Q4 2025 Feb 17, 2026
MITCHELL SINKLER & STARR/PA History Reduced 3,273 574 0.26% 0.29% 1023 -125 -3.68% Q4 2025 Feb 11, 2026
Heritage Wealth Management, Inc. History Added to 3,255 571 0.16% 0.16% 1025 +450 16.04% Q4 2025 Jan 26, 2026
Pinnacle Bancorp, Inc. History Reduced 3,254 571 0.17% 0.19% 1024 -73 -2.19% Q4 2025 Jan 22, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 3,207 567 0.03% 0.02% 1028 +1,576 96.63% Q4 2025 Feb 17, 2026
Balboa Wealth Partners History Reduced 3,230 567 0.09% 0.11% 1027 -86 -2.59% Q4 2025 Jan 16, 2026
FIRST FINANCIAL CORP /IN/ History Added to 3,234 567 0.21% 0.24% 1026 +11 0.34% Q4 2025 Jan 13, 2026
NorthCrest Asset Manangement, LLC History New 3,217 566 0.01% — 1030 +3,217 New Q4 2025 Jan 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 3,229 566 0.01% 0.01% 1029 -257 -7.37% Q4 2025 Feb 10, 2026
Demars Financial Group, LLC History Added to 3,182 558 0.19% 0.14% 1031 +1,142 55.98% Q4 2025 Jan 22, 2026
XML Financial, LLC History Reduced 3,162 555 0.05% 0.05% 1032 -231 -6.81% Q4 2025 Feb 11, 2026
Private Wealth Asset Management, LLC History No change 3,160 554 0.06% 0.07% 1033 0 0.0% Q4 2025 Feb 10, 2026
MQS Management LLC History New 3,154 553 0.33% — 1034 +3,154 New Q4 2025 Feb 09, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History Reduced 3,130 549 0.25% 0.33% 1035 -438 -12.28% Q4 2025 Jan 15, 2026
Advisor OS, LLC History Added to 3,075 539 0.04% 0.02% 1036 +2,009 188.46% Q4 2025 Feb 04, 2026
EVOKE WEALTH, LLC History Added to 3,008 533 0.01% 0.01% 1037 +919 43.99% Q4 2025 Feb 06, 2026
Elevated Capital Advisors, LLC History Reduced 3,038 533 0.12% 0.16% 1038 -327 -9.72% Q4 2025 Jan 27, 2026
First Heartland Consultants, Inc. History Added to 3,031 532 0.04% 0.04% 1039 +367 13.78% Q4 2025 Jan 09, 2026
Strategic Investment Advisors / MI History New 3,004 527 0.05% — 1040 +3,004 New Q4 2025 Feb 17, 2026
Buttonwood Financial Advisors Inc. History Reduced 2,994 525 0.18% 0.2% 1041 -25 -0.83% Q4 2025 Feb 04, 2026
waypoint wealth counsel History Added to 2,988 524 0.19% 0.09% 1043 +1,820 155.82% Q4 2025 Jan 28, 2026
Corps Capital Advisors, LLC History Added to 2,987 524 0.54% 0.41% 1044 +1,580 112.3% Q4 2025 Feb 13, 2026
SeaCrest Wealth Management, LLC History Reduced 3,096 524 0.05% 0.08% 1042 -827 -21.08% Q4 2025 Jan 12, 2026
Thrive Wealth Management, LLC History Reduced 2,978 522 0.08% 0.11% 1045 -844 -22.08% Q4 2025 Jan 12, 2026
CSS LLC/IL History New 2,970 521 0.02% — 1047 +2,970 New Q4 2025 Feb 17, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 2,970 521 0.11% 0.09% 1046 +650 28.02% Q4 2025 Jan 15, 2026
Requisite Capital Management, LLC History New 2,938 520 0.1% — 1048 +2,938 New Q4 2025 Feb 05, 2026
Capital Square, LLC History Reduced 2,950 517 0.26% 0.99% 1049 -7,129 -70.73% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 2,941 516 0.05% 0.05% 1050 +36 1.24% Q4 2025 Jan 26, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 2,932 514 0.17% 0.2% 1051 -24 -0.81% Q4 2025 Jan 27, 2026
Orange Investment Advisors, Inc. History Reduced 2,925 513 0.06% 0.07% 1052 -398 -11.98% Q4 2025 Feb 06, 2026
Campbell & CO Investment Adviser LLC History New 2,905 510 0.02% — 1053 +2,905 New Q4 2025 Feb 12, 2026
Aprio Wealth Management, LLC History Reduced 2,910 510 0.03% 0.06% 1054 -261 -8.23% Q4 2025 Jan 29, 2026
CCM INVESTMENT ADVISERS LLC History Reduced 2,900 509 0.05% 0.08% 1055 -1,500 -34.09% Q4 2025 Jan 12, 2026
Caerus Investment Advisors, LLC History New 2,895 508 0.16% — 1056 +2,895 New Q4 2025 Feb 12, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 2,925 508 0.02% 0.03% 1057 +89 3.14% Q4 2025 Feb 03, 2026
Cornerstone Advisory, LLC History Reduced 2,893 507 0.05% 0.06% 1058 -341 -10.54% Q4 2025 Jan 28, 2026
Diversified Enterprises, LLC History Added to 2,870 503 0.03% 0.03% 1060 +437 17.96% Q4 2025 Jan 28, 2026
Avalon Trust Co History Reduced 2,865 503 0.03% 0.04% 1059 -49 -1.68% Q4 2025 Feb 09, 2026
Nilsine Partners, LLC History Added to 2,860 502 0.04% 0.05% 1061 +120 4.38% Q4 2025 Jan 15, 2026
Nordwand Advisors, LLC History Reduced 2,856 501 0.09% 0.09% 1062 -200 -6.54% Q4 2025 Feb 03, 2026
Beaumont Financial Advisors, LLC History Reduced 2,845 499 0.03% 0.05% 1063 -1,233 -30.24% Q4 2025 Jan 16, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 2,837 498 0.17% 0.31% 1064 +2,008 242.22% Q4 2025 Jan 20, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 2,828 496 0.02% 0.02% 1065 -281 -9.04% Q4 2025 Jan 12, 2026
Clarus Group, Inc. History Reduced 2,821 495 0.18% 0.2% 1066 -175 -5.84% Q4 2025 Jan 16, 2026
Bridgewater Advisors Inc. History Added to 2,965 493 0.03% 0.03% 1068 +159 5.67% Q4 2025 Jan 23, 2026
Keel Point, LLC History Reduced 2,808 493 0.03% 0.03% 1067 -84 -2.9% Q4 2025 Feb 12, 2026
SVB WEALTH LLC History Reduced 2,805 492 0.03% 0.04% 1069 -905 -24.39% Q4 2025 Feb 04, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Reduced 2,781 488 0.17% 0.4% 1071 -2,541 -47.75% Q4 2025 Feb 13, 2026
Principle Wealth Partners LLC History Reduced 2,782 488 0.03% 0.03% 1070 -75 -2.63% Q4 2025 Feb 06, 2026
Premier Path Wealth Partners, LLC History Reduced 2,777 487 0.06% 0.09% 1072 -1,020 -26.86% Q4 2025 Jan 22, 2026
Wealthcare Advisory Partners LLC History Reduced 2,758 484 0.01% 0.01% 1073 -69 -2.44% Q4 2025 Jan 14, 2026
TOWNSQUARE CAPITAL LLC History Added to 2,761 484 0.11% 0.08% 1074 +26 0.95% Q4 2025 Feb 11, 2026
Roundview Capital LLC History Reduced 2,754 483 0.03% 0.06% 1075 -1,925 -41.14% Q4 2025 Feb 09, 2026
Hemenway Trust Co LLC History Reduced 2,742 481 0.04% 0.04% 1076 -250 -8.36% Q4 2025 Feb 03, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 2,736 480 0.22% 0.22% 1077 +419 18.08% Q4 2025 Feb 17, 2026
Mattern Wealth Management LLC History Reduced 2,726 478 0.09% 0.12% 1078 -444 -14.01% Q4 2025 Jan 16, 2026
Safe Harbor Family Capital, LLC History New 2,722 477 0.42% — 1079 +2,722 New Q4 2025 Jan 30, 2026
Paragon Private Wealth Management, LLC History Reduced 2,713 476 0.15% 0.29% 1080 -1,937 -41.66% Q4 2025 Feb 11, 2026
Lincoln Capital LLC History No change 2,700 474 0.09% 0.1% 1081 0 0.0% Q4 2025 Jan 08, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,700 474 0.07% 0.09% 1082 0 0.0% Q4 2025 Jan 29, 2026
Parcion Private Wealth LLC History New 2,682 470 0.03% — 1083 +2,682 New Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Reduced 2,673 469 0.03% 0.04% 1084 -1,075 -28.68% Q4 2025 Feb 17, 2026
Goelzer Investment Management, Inc. History Added to 2,673 469 0.02% 0.03% 1085 +167 6.66% Q4 2025 Jan 14, 2026
Arax Advisory Partners History Reduced 2,650 465 0.01% 0.01% 1086 -582 -18.01% Q4 2025 Feb 13, 2026
Legacy Advisors, LLC History Added to 2,652 465 0.05% 0.06% 1087 +152 6.08% Q4 2025 Jan 27, 2026
Machina Capital S.A.S. History Reduced 2,647 464 0.09% 0.5% 1089 -12,280 -82.27% Q4 2025 Feb 10, 2026
SPINNAKER TRUST History Added to 2,646 464 0.02% 0.03% 1088 +237 9.84% Q4 2025 Feb 10, 2026
Acorns Advisers, LLC History Added to 2,631 462 0.0% 0.0% 1090 +417 18.83% Q4 2025 Feb 13, 2026
Blossom Wealth Management History Reduced 2,634 462 0.76% 0.82% 1091 -11 -0.42% Q4 2025 Jan 16, 2026
Founders Financial Alliance, LLC History Reduced 2,620 460 0.09% 0.1% 1092 -17 -0.64% Q4 2025 Feb 12, 2026
WADDELL & ASSOCIATES, LLC History New 2,618 459 0.03% — 1094 +2,618 New Q4 2025 Feb 11, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Reduced 2,597 459 0.02% 0.02% 1093 -600 -18.77% Q4 2025 Feb 11, 2026
CAXTON ASSOCIATES LLP History New 2,611 458 0.01% — 1096 +2,611 New Q4 2025 Feb 13, 2026
DMC Group, LLC History Added to 2,613 458 0.31% 0.34% 1095 +27 1.04% Q4 2025 Jan 21, 2026
NorthRock Partners, LLC History Reduced 2,673 456 0.01% 0.03% 1097 -5,000 -65.16% Q4 2025 Feb 17, 2026
Mill Creek Capital Advisors, LLC History Added to 2,583 453 0.01% 0.01% 1098 +78 3.11% Q4 2025 Feb 13, 2026
UNION SAVINGS BANK History New 2,579 452 0.2% — 1099 +2,579 New Q4 2025 Mar 06, 2026
Everhart Financial Group, Inc. History Reduced 2,574 451 0.04% 0.05% 1100 -28 -1.08% Q4 2025 Jan 07, 2026
CONNING INC. History Reduced 2,551 447 0.01% 0.02% 1101 -553 -17.82% Q4 2025 Feb 05, 2026
Boltwood Capital Management History Reduced 2,550 447 0.12% 0.13% 1102 -70 -2.67% Q4 2025 Jan 02, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 2,542 446 0.19% 0.21% 1103 -62 -2.38% Q4 2025 Jan 14, 2026
Palumbo Wealth Management LLC History Reduced 2,522 442 0.11% 0.23% 1106 -1,402 -35.73% Q4 2025 Jan 21, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 2,522 442 0.02% 0.01% 1104 +1,202 91.06% Q4 2025 Feb 06, 2026
Gladstone Institutional Advisory LLC History Added to 2,521 442 0.02% 0.02% 1105 +183 7.83% Q4 2025 Feb 17, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 2,515 441 0.11% 0.1% 1108 +320 14.58% Q4 2025 Feb 13, 2026
Avantax Planning Partners, Inc. History Added to 2,513 441 0.01% 0.01% 1107 +107 4.45% Q4 2025 Feb 05, 2026
AlTi Global, Inc. History Reduced 2,477 439 0.01% 0.03% 1109 -3,571 -59.04% Q4 2025 Feb 13, 2026
ARWA LLC History New 2,504 439 0.26% — 1110 +2,504 New Q4 2025 Feb 27, 2026
RBO & CO LLC History No change 2,500 438 0.07% 0.08% 1111 0 0.0% Q4 2025 Feb 12, 2026
Elmwood Wealth Management, Inc. History Added to 2,465 432 0.14% 0.15% 1112 +255 11.54% Q4 2025 Jan 08, 2026
SAPIENT CAPITAL LLC History Added to 2,414 430 0.01% 0.01% 1113 +510 26.79% Q4 2025 Feb 05, 2026
Warwick Investment Management, Inc. History Reduced 2,440 428 0.07% 0.09% 1114 -226 -8.48% Q4 2025 Jan 15, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 2,432 427 0.01% 0.01% 1115 +176 7.8% Q4 2025 Feb 05, 2026
Second Half Financial Partners, LLC History Reduced 2,414 423 0.19% 0.22% 1116 -208 -7.93% Q4 2025 Jan 26, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 2,405 422 0.19% 0.22% 1117 +31 1.31% Q4 2025 Jan 12, 2026
Wedmont Private Capital History Reduced 2,490 421 0.01% 0.02% 1118 -461 -15.62% Q4 2025 Jan 08, 2026
Diversify Advisory Services, LLC History Reduced 2,292 420 0.01% 0.02% 1119 -424 -15.61% Q4 2025 Jan 23, 2026
General Partner, Inc. History Added to 2,391 419 0.24% 0.09% 1121 +1,514 172.63% Q4 2025 Jan 06, 2026
Southeast Asset Advisors, LLC History No change 2,391 419 0.04% 0.05% 1120 0 0.0% Q4 2025 Feb 13, 2026
Golden State Equity Partners History Added to 2,381 418 0.07% 0.07% 1122 +332 16.2% Q4 2025 Jan 29, 2026
Radnor Capital Management, LLC History Reduced 2,378 417 0.06% 0.07% 1123 -5 -0.21% Q4 2025 Feb 06, 2026
Petros Family Wealth, LLC History Reduced 2,369 415 0.28% 0.53% 1124 -934 -28.28% Q4 2025 Jan 14, 2026
L2 Asset Management, LLC History Added to 2,353 413 0.06% 0.06% 1126 +157 7.15% Q4 2025 Feb 17, 2026
Probity Advisors, Inc. History Added to 2,355 413 0.07% 0.07% 1125 +39 1.68% Q4 2025 Jan 27, 2026
Alan B Lancz & Associates, Inc. History No change 2,356 413 0.36% 0.41% 1127 0 0.0% Q4 2025 Feb 06, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Added to 2,351 412 0.22% 0.21% 1129 +342 17.02% Q4 2025 Jan 22, 2026
Anchor Investment Management, LLC History Added to 2,351 412 0.03% 0.04% 1128 +62 2.71% Q4 2025 Feb 26, 2026
Seelaus Asset Management LLC History Added to 2,344 411 0.33% 0.22% 1131 +900 62.33% Q4 2025 Feb 04, 2026
Symphony Financial, Ltd. Co. History Added to 2,333 411 0.06% 0.05% 1132 +264 12.76% Q4 2025 Feb 11, 2026
MONETARY MANAGEMENT GROUP INC History No change 2,343 411 0.1% 0.1% 1130 0 0.0% Q4 2025 Feb 11, 2026
Raleigh Capital Management Inc. History New 2,326 408 0.15% — 1133 +2,326 New Q4 2025 Jan 21, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 2,313 406 0.07% — 1135 +2,313 New Q4 2025 Feb 12, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 2,314 406 0.23% 0.26% 1134 +3 0.13% Q4 2025 Jan 15, 2026
Richard W. Paul & Associates, LLC History Reduced 2,311 405 0.13% 0.19% 1137 -610 -20.88% Q4 2025 Feb 12, 2026
1ST SOURCE BANK History Added to 2,312 405 0.02% 0.02% 1136 +20 0.87% Q4 2025 Feb 05, 2026
Sigma Planning Corp History Reduced 2,443 403 0.01% 0.01% 1138 -242 -9.01% Q4 2025 Jan 30, 2026
TBH Global Asset Management, LLC History Added to 2,298 403 0.07% 0.08% 1139 +129 5.95% Q4 2025 Jan 29, 2026
SG Trading Solutions, LLC History New 2,287 402 0.09% — 1141 +2,287 New Q4 2025 Feb 24, 2026
FULTON BANK, N.A. History Reduced 2,293 402 0.01% 0.03% 1140 -2,029 -46.95% Q4 2025 Jan 08, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 2,260 399 0.03% 0.08% 1143 -3,190 -58.53% Q4 2025 Jan 15, 2026
PATTEN & PATTEN INC/TN History Reduced 2,274 399 0.02% 0.04% 1142 -1,370 -37.6% Q4 2025 Feb 03, 2026
Advocate Investing Services LLC History New 2,268 398 0.36% — 1144 +2,268 New Q4 2025 Feb 12, 2026
Great Diamond Partners, LLC History Reduced 2,258 396 0.08% 0.09% 1145 -85 -3.63% Q4 2025 Feb 06, 2026
Truvestments Capital LLC History Added to 2,254 395 0.07% 0.01% 1147 +1,958 661.49% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Reduced 2,251 395 0.03% 0.04% 1146 -146 -6.09% Q4 2025 Feb 13, 2026
Tyche Wealth Partners LLC History Added to 2,254 395 0.06% 0.07% 1148 +142 6.72% Q4 2025 Jan 23, 2026
CHICAGO TRUST Co NA History Reduced 2,240 393 0.06% 0.07% 1149 -367 -14.08% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Reduced 2,228 391 0.02% 0.02% 1150 -168 -7.01% Q4 2025 Feb 10, 2026
ArrowMark Colorado Holdings LLC History No change 2,216 389 0.01% 0.01% 1151 0 0.0% Q4 2025 Feb 17, 2026
Renasant Bank History Reduced 2,214 388 0.26% 0.33% 1152 -501 -18.45% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Reduced 2,206 387 0.01% 0.02% 1153 -974 -30.63% Q4 2025 Jan 21, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 2,207 387 0.13% 0.19% 1154 -339 -13.32% Q4 2025 Jan 08, 2026
CULLINAN ASSOCIATES INC History Reduced 2,200 386 0.03% 0.2% 1155 -14,111 -86.51% Q4 2025 Jan 30, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 2,195 385 0.02% 0.03% 1156 +80 3.78% Q4 2025 Jan 07, 2026
Cadence Bank History Reduced 2,190 384 0.02% 0.03% 1157 -269 -10.94% Q4 2025 Jan 30, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 2,176 382 0.09% 0.09% 1158 +224 11.48% Q4 2025 Jan 26, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 2,160 379 0.03% — 1159 +2,160 New Q4 2025 Feb 17, 2026
Arcataur Capital Management LLC History Reduced 2,159 379 0.11% 0.12% 1160 -10 -0.46% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History Reduced 2,158 378 0.01% 0.02% 1161 -130 -5.68% Q4 2025 Feb 17, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,138 375 0.07% 0.08% 1162 0 0.0% Q4 2025 Feb 13, 2026
Hazelview Securities Inc. History Added to 2,145 374 0.07% 0.05% 1163 +860 66.93% Q4 2025 Feb 17, 2026
Cypress Wealth Services, LLC History Reduced 2,132 374 0.05% 0.08% 1164 -437 -17.01% Q4 2025 Jan 14, 2026
EARNED WEALTH ADVISORS, LLC History New 2,127 373 0.12% — 1166 +2,127 New Q4 2025 Jan 27, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 2,104 373 0.03% 0.04% 1165 -280 -11.74% Q4 2025 Feb 04, 2026
Chancellor Financial Group WB LP History Reduced 2,120 372 0.25% 0.31% 1168 -163 -7.14% Q4 2025 Feb 05, 2026
OMNI 360 Wealth, Inc. History No change 2,099 372 0.19% 0.23% 1167 0 0.0% Q4 2025 Jan 29, 2026
Cypress Capital Group History Reduced 2,117 371 0.04% 0.1% 1169 -2,038 -49.05% Q4 2025 Feb 11, 2026
Icon Wealth Advisors, LLC History Reduced 2,098 368 0.02% 0.03% 1170 -273 -11.51% Q4 2025 Feb 13, 2026
Urban Wealth Management, LLC History New 2,090 366 0.34% — 1171 +2,090 New Q4 2025 Jan 30, 2026
1776 Wealth LLC History Reduced 2,075 364 0.14% 0.17% 1173 -245 -10.56% Q4 2025 Feb 11, 2026
Newman Dignan & Sheerar, Inc. History Added to 2,077 364 0.08% 0.09% 1172 +1 0.05% Q4 2025 Jan 22, 2026
Kennebec Savings Bank History Reduced 2,054 360 0.31% 0.39% 1174 -202 -8.95% Q4 2025 Jan 22, 2026
MCDONALD PARTNERS LLC History Reduced 2,045 359 0.11% 0.21% 1175 -1,622 -44.23% Q4 2025 Feb 02, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 2,049 359 0.05% 0.05% 1177 +114 5.89% Q4 2025 Jan 21, 2026
Grove Bank & Trust History Added to 2,046 359 0.04% 0.05% 1176 +3 0.15% Q4 2025 Jan 08, 2026
EQUITABLE TRUST CO History Reduced 2,038 357 0.02% 0.04% 1178 -2,321 -53.25% Q4 2025 Feb 02, 2026
PLIMOTH TRUST CO LLC History Added to 2,031 356 0.08% 0.08% 1179 +169 9.08% Q4 2025 Jan 27, 2026
Tributary Capital Management, LLC History Reduced 2,025 355 0.03% 0.04% 1180 -60 -2.88% Q4 2025 Jan 27, 2026
MAIRS & POWER INC History Reduced 2,020 354 0.0% 0.01% 1181 -1,011 -33.36% Q4 2025 Feb 17, 2026
BETO FINANCIAL GROUP, LLC History New 2,036 353 0.24% — 1183 +2,036 New Q4 2025 Feb 10, 2026
Asset Advisory Group, Inc. History New 2,012 353 0.18% — 1184 +2,012 New Q4 2025 Feb 12, 2026
Empower Advisory Group, LLC History Added to 2,014 353 0.0% 0.0% 1182 +360 21.77% Q4 2025 Feb 12, 2026
Advyzon Investment Management, LLC History Reduced 2,010 352 0.04% 0.07% 1185 -237 -10.55% Q4 2025 Feb 13, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 2,000 351 0.2% — 1186 +2,000 New Q4 2025 Feb 17, 2026
Archer Investment Corp History Reduced 2,000 351 0.08% 0.14% 1189 -1,148 -36.47% Q4 2025 Jan 30, 2026
Berkeley Capital Partners, LLC History Reduced 2,000 351 0.08% 0.1% 1188 -123 -5.79% Q4 2025 Feb 05, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 2,000 351 0.01% 0.02% 1187 0 0.0% Q4 2025 Feb 12, 2026
VISIONARY HORIZONS, LLC History Reduced 1,995 350 0.18% 0.24% 1191 -252 -11.21% Q4 2025 Jan 23, 2026
MOTCO History Added to 1,995 350 0.03% 0.03% 1190 +51 2.62% Q4 2025 Feb 06, 2026
Frec Markets, Inc. History New 1,989 349 0.1% — 1195 +1,989 New Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 1,992 349 0.01% 0.01% 1194 +440 28.35% Q4 2025 Feb 13, 2026
Florida Trust Wealth Management Co History Reduced 1,991 349 0.01% 0.01% 1193 -262 -11.63% Q4 2025 Jan 20, 2026
North Star Investment Management Corp. History Reduced 1,992 349 0.02% 0.02% 1192 -30 -1.48% Q4 2025 Jan 30, 2026
ADIRONDACK TRUST CO History Reduced 1,987 348 0.11% 0.14% 1196 -142 -6.67% Q4 2025 Jan 08, 2026
Union Bancaire Privee, UBP SA History Added to 10,511 347 0.0% 0.02% 1197 +2,285 27.78% Q4 2025 Jan 05, 2026
One Charles Private Wealth Services, LLC History Reduced 1,977 347 0.09% 0.1% 1198 -58 -2.85% Q4 2025 Feb 06, 2026
STONERIDGE INVESTMENT PARTNERS LLC History Reduced 1,966 345 0.24% 0.27% 1199 -113 -5.44% Q4 2025 Feb 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 1,961 344 0.02% 0.02% 1200 +704 56.01% Q4 2025 Feb 02, 2026
Connecticut Wealth Management, LLC History Added to 1,956 343 0.01% 0.01% 1202 +514 35.64% Q4 2025 Feb 12, 2026
HBK Sorce Advisory LLC History Added to 2,003 343 0.01% 0.01% 1201 +464 30.15% Q4 2025 Feb 09, 2026
Pitcairn Wealth Advisors LLC History New 1,948 342 0.03% — 1205 +1,948 New Q4 2025 Feb 13, 2026
Fortitude Advisory Group L.L.C. History Added to 1,951 342 0.14% 0.19% 1203 +86 4.61% Q4 2025 Feb 13, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 1,939 342 0.09% 0.11% 1204 +2 0.1% Q4 2025 Jan 14, 2026
WRIGHT INVESTORS SERVICE INC History Reduced 1,946 341 0.1% 0.13% 1206 -467 -19.35% Q4 2025 Jan 26, 2026
Moss Adams Wealth Advisors LLC History Added to 1,924 341 0.02% 0.03% 1207 +228 13.44% Q4 2025 Jan 26, 2026
TriaGen Wealth Management LLC History Reduced 1,945 341 0.09% 0.1% 1208 -137 -6.58% Q4 2025 Jan 27, 2026
RWA WEALTH PARTNERS, LLC History Reduced 1,937 340 0.0% 0.0% 1209 -152 -7.28% Q4 2025 Feb 12, 2026
Johnson & White Wealth Management, LLC History Reduced 1,936 339 0.15% 0.17% 1210 -17 -0.87% Q4 2025 Feb 05, 2026
Alpha Family Trust History No change 1,925 337 0.15% 0.17% 1211 0 0.0% Q4 2025 Feb 12, 2026
Texas Capital Bank Wealth Management Services Inc History New 1,914 336 0.02% — 1213 +1,914 New Q4 2025 Feb 09, 2026
Capital Investment Advisory Services, LLC History Reduced 1,916 336 0.02% 0.03% 1212 -206 -9.71% Q4 2025 Jan 21, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 1,914 336 0.04% 0.04% 1214 +99 5.45% Q4 2025 Feb 04, 2026
LECAP ASSET MANAGEMENT LTD History Reduced 1,907 334 0.13% 0.78% 1217 -9,778 -83.68% Q4 2025 Jan 27, 2026
Strategic Blueprint, LLC History Added to 1,906 334 0.02% 0.02% 1216 +20 1.06% Q4 2025 Jan 30, 2026
PHILADELPHIA TRUST CO History No change 1,903 334 0.02% 0.03% 1215 0 0.0% Q4 2025 Feb 12, 2026
Coastline Trust Co History Added to 1,900 333 0.03% 0.01% 1219 +1,408 286.18% Q4 2025 Jan 05, 2026
Pinnacle Wealth Management Group, Inc. History Reduced 1,900 333 0.17% 0.23% 1220 -435 -18.63% Q4 2025 Jan 23, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 1,897 333 0.01% 0.01% 1218 -76 -3.85% Q4 2025 Feb 13, 2026
Mine & Arao Wealth Creation & Management, LLC. History Reduced 1,893 332 0.13% 0.16% 1221 -118 -5.87% Q4 2025 Jan 27, 2026
LMCG INVESTMENTS, LLC History Added to 1,890 331 0.02% 0.01% 1222 +565 42.64% Q4 2025 Feb 03, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 1,884 330 0.09% 0.08% 1223 +436 30.11% Q4 2025 Feb 06, 2026
Wallace Advisory Group, LLC History Reduced 1,880 330 0.35% 0.39% 1224 -346 -15.54% Q4 2025 Jan 23, 2026
Andrews Advisory Associates, LLC History New 1,875 329 0.17% — 1226 +1,875 New Q4 2025 Feb 18, 2026
WOODSTOCK CORP History No change 1,877 329 0.03% 0.03% 1225 0 0.0% Q4 2025 Jan 14, 2026
Advisors Capital Management, LLC History Added to 1,871 328 0.0% 0.0% 1227 +53 2.92% Q4 2025 Jan 29, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 1,869 328 0.01% 0.01% 1228 -49 -2.55% Q4 2025 Jan 23, 2026
Values Added Financial LLC History Reduced 1,854 325 0.14% 0.16% 1229 -15 -0.8% Q4 2025 Jan 16, 2026
INTEGRITY ALLIANCE, LLC. History Added to 1,849 324 0.01% 0.01% 1230 +277 17.62% Q4 2025 Feb 09, 2026
GK Wealth Management LLC History Added to 1,841 323 0.21% 0.19% 1231 +503 37.59% Q4 2025 Jan 05, 2026
Weiss Asset Management LP History New 1,838 322 0.0% — 1232 +1,838 New Q4 2025 Feb 17, 2026
Alliance Wealth Advisors, LLC History Added to 1,834 321 0.14% 0.13% 1233 +281 18.09% Q4 2025 Jan 14, 2026
ELEVATUS WELATH MANAGEMENT History Added to 1,825 320 0.09% 0.07% 1237 +498 37.53% Q4 2025 Jan 14, 2026
Manchester Capital Management LLC History Added to 1,828 320 0.04% 0.05% 1234 +94 5.42% Q4 2025 Feb 11, 2026
Calamos Wealth Management LLC History Reduced 1,827 320 0.01% 0.01% 1235 -57 -3.03% Q4 2025 Jan 29, 2026
Shepherd Financial Partners LLC History Reduced 1,827 320 0.03% 0.03% 1236 -12 -0.65% Q4 2025 Feb 10, 2026
Unify Financial Advisors History New 1,818 319 0.33% — 1238 +1,818 New Q4 2025 Apr 08, 2026
GRANDFIELD & DODD, LLC History No change 1,802 316 0.02% 0.02% 1239 0 0.0% Q4 2025 Feb 10, 2026
Valley Brook Capital Group, Inc. History No change 1,800 316 0.21% 0.23% 1240 0 0.0% Q4 2025 Jan 23, 2026
Henson-Edgewater Management, LLC History New 1,791 314 0.19% — 1242 +1,791 New Q4 2025 Mar 31, 2026
Capital Asset Advisory Services LLC History Reduced 1,786 314 0.01% 0.02% 1241 -115 -6.05% Q4 2025 Jan 09, 2026
Sargent Investment Group, LLC History New 1,783 313 0.04% — 1244 +1,783 New Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 1,780 313 0.02% 0.01% 1243 +1,273 251.08% Q4 2025 Jan 20, 2026
Verdence Capital Advisors LLC History Reduced 1,766 310 0.02% 0.02% 1245 -382 -17.78% Q4 2025 Jan 29, 2026
Key FInancial Inc History Reduced 1,769 310 0.06% 0.06% 1246 -3 -0.17% Q4 2025 Feb 09, 2026
Bison Wealth, LLC History New 1,752 309 0.03% — 1249 +1,752 New Q4 2025 Mar 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 1,764 309 0.01% 0.01% 1247 +7 0.4% Q4 2025 Feb 03, 2026
Systematic Alpha Investments, LLC History No change 1,764 309 0.01% 0.01% 1248 0 0.0% Q4 2025 Feb 12, 2026
Leisure Capital Management History Reduced 1,759 308 0.1% 0.15% 1250 -574 -24.6% Q4 2025 Jan 27, 2026
Kovack Advisors, Inc. History Added to 1,756 308 0.01% 0.03% 1251 +296 20.27% Q4 2025 Feb 17, 2026
Meiji Yasuda Life Insurance Co History New 1,750 307 0.01% — 1252 +1,750 New Q4 2025 Feb 11, 2026
Pandora Wealth, Inc. History Reduced 1,745 306 0.19% 0.3% 1254 -802 -31.49% Q4 2025 Feb 04, 2026
YANKCOM Partnership History Added to 1,748 306 0.13% 0.15% 1253 +3 0.17% Q4 2025 Jan 20, 2026
Ninety One SA (PTY) Ltd History Reduced 1,741 305 0.01% 0.17% 1255 -17,712 -91.05% Q4 2025 Jan 27, 2026
OpenArc Corporate Advisory, LLC History New 1,739 305 0.01% — 1256 +1,739 New Q4 2025 Feb 13, 2026
OneAscent Financial Services LLC History New 1,736 304 0.03% — 1258 +1,736 New Q4 2025 Feb 11, 2026
WEALTH EFFECTS LLC History Reduced 1,737 304 0.1% 0.12% 1260 -262 -13.11% Q4 2025 Jan 26, 2026
Baker Avenue Asset Management, LP History Reduced 1,737 304 0.01% 0.01% 1257 -14 -0.8% Q4 2025 Feb 10, 2026
Heartwood Wealth Advisors LLC History No change 1,733 304 0.03% 0.03% 1259 0 0.0% Q4 2025 Jan 12, 2026
Capital Wealth Alliance, LLC History New 1,746 303 0.13% — 1262 +1,746 New Q4 2025 Feb 17, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History Reduced 1,731 303 0.02% 0.02% 1261 -220 -11.28% Q4 2025 Feb 10, 2026
MASTERINVEST Kapitalanlage GmbH History No change 1,710 302 0.03% 0.03% 1263 0 0.0% Q4 2025 Jan 27, 2026
Saranac Partners Ltd History No change 1,721 302 0.12% 0.06% 1264 0 0.0% Q4 2025 Feb 06, 2026
DT Investment Partners, LLC History Added to 1,715 301 0.02% 0.03% 1265 +168 10.86% Q4 2025 Feb 10, 2026
SYM FINANCIAL Corp History New 1,713 300 0.03% — 1266 +1,713 New Q4 2025 Feb 13, 2026
BROGAN FINANCIAL, INC. History Reduced 1,701 298 0.13% 0.17% 1268 -402 -19.12% Q4 2025 Feb 12, 2026
Cornerstone Wealth Management, LLC History Added to 1,700 298 0.02% 0.02% 1267 +137 8.77% Q4 2025 Feb 05, 2026
HOWE & RUSLING INC History Added to 1,692 297 0.02% 0.02% 1269 +25 1.5% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Added to 1,688 296 0.01% 0.01% 1270 +52 3.18% Q4 2025 Feb 12, 2026
Pure Financial Advisors, LLC History New 1,682 295 0.05% — 1271 +1,682 New Q4 2025 Mar 04, 2026
Legacy Capital Wealth Partners, LLC History Reduced 1,679 294 0.06% 0.07% 1272 -44 -2.55% Q4 2025 Jan 16, 2026
Optas, LLC History Reduced 1,664 292 0.05% 0.08% 1276 -684 -29.13% Q4 2025 Jan 27, 2026
MBE Wealth Management, LLC History Added to 1,664 292 0.12% 0.13% 1275 +75 4.72% Q4 2025 Jan 21, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 1,667 292 0.05% 0.05% 1274 +57 3.54% Q4 2025 Jan 22, 2026
CORNERCAP INVESTMENT COUNSEL INC History Reduced 1,665 292 0.14% 0.16% 1273 -20 -1.19% Q4 2025 Feb 13, 2026
SUMMITRY LLC History Reduced 1,661 291 0.01% 0.02% 1277 -438 -20.87% Q4 2025 Feb 09, 2026
OneAscent Investment Solutions LLC History No change 1,662 291 0.31% 0.34% 1278 0 0.0% Q4 2025 Feb 11, 2026
Alta Advisers Ltd History Reduced 1,648 289 0.1% 0.14% 1280 -700 -29.81% Q4 2025 Feb 09, 2026
Violich Capital Management, Inc. History No change 1,650 289 0.03% 0.04% 1279 0 0.0% Q4 2025 Feb 03, 2026
CIDEL ASSET MANAGEMENT INC History Added to 1,636 287 0.02% 0.02% 1281 +92 5.96% Q4 2025 Jan 21, 2026
Drucker Wealth 3.0, LLC History Reduced 1,618 284 0.05% 0.15% 1285 -2,767 -63.1% Q4 2025 Feb 03, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 1,620 284 0.09% 0.1% 1284 -85 -4.99% Q4 2025 Jan 27, 2026
Sound View Wealth Advisors Group, LLC History Reduced 1,619 284 0.02% 0.02% 1283 -51 -3.05% Q4 2025 Jan 08, 2026
Balefire, LLC History Added to 1,619 284 0.06% 0.06% 1282 +21 1.31% Q4 2025 Jan 12, 2026
Focus Financial Network, Inc. History Reduced 1,615 283 0.01% 0.01% 1287 -414 -20.4% Q4 2025 Jan 12, 2026
Mystic Asset Management, Inc. History Added to 1,615 283 0.06% 0.06% 1286 +301 22.91% Q4 2025 Jan 28, 2026
Montecito Bank & Trust History Added to 1,610 282 0.04% 0.04% 1288 +217 15.58% Q4 2025 Jan 09, 2026
Rothschild Wealth LLC History New 1,602 281 0.03% — 1289 +1,602 New Q4 2025 Feb 17, 2026
Busey Bank History Added to 1,599 280 0.01% 0.01% 1290 +193 13.73% Q4 2025 Jan 27, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 1,590 279 0.02% 0.02% 1291 -35 -2.15% Q4 2025 Jan 21, 2026
Stratos Wealth Advisors, LLC History Added to 1,592 279 0.01% 0.01% 1292 +19 1.21% Q4 2025 Jan 20, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 1,588 278 0.03% 0.04% 1293 -25 -1.55% Q4 2025 Jan 20, 2026
HHM Wealth Advisors, LLC History Reduced 1,582 277 0.03% 0.05% 1294 -718 -31.22% Q4 2025 Jan 22, 2026
Quotient Wealth Partners, LLC History Reduced 1,578 276 0.01% 0.01% 1295 -470 -22.95% Q4 2025 Jan 22, 2026
Cambria Investment Management, L.P. History Added to 1,567 275 0.02% 0.02% 1296 +254 19.35% Q4 2025 Feb 17, 2026
Clarius Group, LLC History Reduced 1,571 275 0.02% 0.02% 1297 -110 -6.54% Q4 2025 Jan 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 1,568 275 0.04% 0.06% 1299 -19 -1.2% Q4 2025 Jan 26, 2026
Resonant Capital Advisors, LLC History Added to 1,552 275 0.02% 0.02% 1298 +18 1.17% Q4 2025 Jan 29, 2026
Sagewood Asset Management LP History New 1,556 273 0.1% — 1300 +1,556 New Q4 2025 Feb 17, 2026
Cassaday & Co Wealth Management LLC History New 1,555 273 0.01% — 1301 +1,555 New Q4 2025 Feb 03, 2026
BBR PARTNERS, LLC History New 1,541 270 0.01% — 1302 +1,541 New Q4 2025 Feb 11, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 1,532 269 0.01% 0.01% 1304 +336 28.09% Q4 2025 Feb 13, 2026
Phocas Financial Corp. History Reduced 1,535 269 0.03% 0.04% 1303 -101 -6.17% Q4 2025 Jan 26, 2026
Riverwater Partners LLC History Added to 1,536 269 0.1% 0.12% 1305 +56 3.78% Q4 2025 Feb 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 1,514 268 0.03% 0.03% 1306 +190 14.35% Q4 2025 Jan 22, 2026
NOVEM GROUP History Added to 1,531 268 0.03% 0.03% 1307 +35 2.34% Q4 2025 Jan 27, 2026
Heritage Investment Group, Inc. History No change 1,521 267 0.04% 0.05% 1308 0 0.0% Q4 2025 Jan 30, 2026
Modera Wealth Management, LLC History Reduced 1,519 266 0.0% 0.0% 1309 -180 -10.59% Q4 2025 Jan 21, 2026
Spire Wealth Management History Reduced 1,511 265 0.01% 0.02% 1310 -921 -37.87% Q4 2025 Jan 14, 2026
Quad-Cities Investment Group, LLC History Reduced 1,505 264 0.11% 0.13% 1311 -102 -6.35% Q4 2025 Jan 14, 2026
Pines Wealth Management, LLC History Added to 1,509 264 0.09% 0.1% 1312 +21 1.41% Q4 2025 Feb 02, 2026
Csenge Advisory Group History Reduced 1,499 263 0.01% 0.02% 1314 -769 -33.91% Q4 2025 Feb 06, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 1,500 263 0.01% 0.01% 1313 -133 -8.14% Q4 2025 Feb 17, 2026
Hibernia Wealth Partners, LLC History New 1,493 262 0.08% — 1315 +1,493 New Q4 2025 Feb 12, 2026
D'Orazio & Associates, Inc. History Added to 1,492 261 0.03% 0.04% 1316 +98 7.03% Q4 2025 Feb 04, 2026
Yoder Wealth Management, Inc. History Added to 1,490 261 0.12% 0.13% 1317 +72 5.08% Q4 2025 Jan 22, 2026
Claro Advisors Inc. History Added to 1,484 260 0.04% 0.03% 1319 +349 30.75% Q4 2025 Feb 17, 2026
Asset Allocation & Management Company, LLC History No change 1,482 260 0.1% 0.12% 1318 0 0.0% Q4 2025 Jan 12, 2026
Pursuit Wealth Management LLC History New 1,472 258 0.22% — 1321 +1,472 New Q4 2025 Jan 26, 2026
Agate Pass Investment Management, LLC History No change 1,470 258 0.1% 0.11% 1320 0 0.0% Q4 2025 Jan 08, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 1,450 257 0.02% — 1322 +1,450 New Q4 2025 Feb 05, 2026
MATHER GROUP, LLC. History Reduced 1,465 257 0.0% 0.0% 1325 -799 -35.29% Q4 2025 Jan 13, 2026
Maridea Wealth Management LLC History Reduced 1,465 257 0.04% 0.06% 1328 -657 -30.96% Q4 2025 Jan 08, 2026
Institute for Wealth Management, LLC. History Reduced 1,469 257 0.03% 0.03% 1326 -103 -6.55% Q4 2025 Jan 27, 2026
BCM ADVISORS, LLC History Reduced 1,442 257 0.05% 0.06% 1324 -80 -5.26% Q4 2025 Jan 26, 2026
HUTNER CAPITAL MANAGEMENT INC History Reduced 1,468 257 0.11% 0.12% 1323 -42 -2.78% Q4 2025 Feb 17, 2026
Meadow Creek Wealth Advisors LLC History Reduced 1,468 257 0.16% 0.19% 1327 -28 -1.87% Q4 2025 Jan 28, 2026
Capital Group Private Client Services, Inc. History New 1,463 256 0.0% — 1329 +1,463 New Q4 2025 Feb 11, 2026
Roof Eidam Maycock Peralta, LLC History No change 1,450 254 0.06% 0.07% 1330 0 0.0% Q4 2025 Jan 26, 2026
Smart Portfolios, LLC History Reduced 1,445 253 0.25% 0.28% 1331 -45 -3.02% Q4 2025 Jan 30, 2026
FAS Wealth Partners, Inc. History New 1,440 252 0.02% — 1332 +1,440 New Q4 2025 Feb 18, 2026
Robertson Stephens Wealth Management, LLC History Added to 1,418 251 0.01% 0.01% 1334 +373 35.69% Q4 2025 Feb 02, 2026
ARGUS INVESTORS' COUNSEL, INC. History Added to 1,435 251 0.2% 0.17% 1333 +300 26.43% Q4 2025 Jan 22, 2026
Redwood Family Wealth LLC History New 1,420 249 0.24% — 1337 +1,420 New Q4 2025 Mar 06, 2026
Aventura Private Wealth, LLC History Reduced 1,420 249 0.09% 0.12% 1336 -336 -19.13% Q4 2025 Jan 07, 2026
Lewis Asset Management, LLC History Added to 1,423 249 0.1% 0.1% 1335 +166 13.21% Q4 2025 Jan 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 1,418 248 0.0% 0.02% 1339 -4,856 -77.4% Q4 2025 Feb 17, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Reduced 1,415 248 0.08% 0.1% 1338 -35 -2.41% Q4 2025 Jan 20, 2026
Prudent Man Advisors, LLC History Added to 1,417 248 0.09% 0.1% 1340 +9 0.64% Q4 2025 Feb 11, 2026
Yelin Lapidot Holdings Management Ltd. History Reduced 1,407 247 0.05% 0.08% 1341 -555 -28.29% Q4 2025 Feb 05, 2026
Family Legacy, Inc. History Reduced 1,412 247 0.07% 0.09% 1342 -143 -9.2% Q4 2025 Feb 04, 2026
Indie Asset Partners, LLC History Added to 1,409 247 0.28% 0.35% 1343 +44 3.22% Q4 2025 Feb 03, 2026
Bayforest Capital Ltd History Reduced 1,404 246 0.18% 0.19% 1345 -630 -30.97% Q4 2025 Jan 27, 2026
Sendero Wealth Management, LLC History Reduced 1,406 246 0.03% 0.04% 1344 -362 -20.48% Q4 2025 Jan 13, 2026
BAXTER BROS INC History Reduced 1,400 245 0.03% 0.04% 1347 -350 -20.0% Q4 2025 Jan 26, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 1,400 245 0.0% 0.0% 1346 0 0.0% Q4 2025 Feb 11, 2026
Income Insurance Ltd History New 1,390 244 0.16% — 1349 +1,390 New Q4 2025 Feb 04, 2026
HANCOCK WHITNEY CORP History Reduced 1,395 244 0.0% 0.01% 1348 -45 -3.13% Q4 2025 Feb 17, 2026
First Financial Bank - Trust Division History Reduced 1,369 240 0.02% 0.21% 1350 -11,693 -89.52% Q4 2025 Jan 02, 2026
POINCIANA ADVISORS GROUP, LLC History New 1,372 240 0.19% — 1351 +1,372 New Q4 2025 Feb 09, 2026
Grant Street Asset Management, Inc. History Added to 1,359 238 0.05% 0.04% 1352 +291 27.25% Q4 2025 Jan 28, 2026
West Family Investments, Inc. History Reduced 1,355 237 0.06% 15.4% 1353 -1,014 -42.8% Q4 2025 Feb 11, 2026
CYBER HORNET ETFs LLC History Added to 1,349 236 0.14% 0.16% 1354 +72 5.64% Q4 2025 Feb 09, 2026
Phillips Wealth Planners LLC History Reduced 1,320 235 0.19% 0.32% 1359 -735 -35.77% Q4 2025 Feb 10, 2026
BAHL & GAYNOR INC History Reduced 1,342 235 0.0% 0.0% 1355 -500 -27.14% Q4 2025 Feb 12, 2026
Norway Savings Bank History Reduced 1,342 235 0.11% 0.16% 1357 -365 -21.38% Q4 2025 Jan 08, 2026
Gilman Hill Asset Management, LLC History Reduced 1,343 235 0.04% 0.05% 1356 -175 -11.53% Q4 2025 Jan 12, 2026
Costello Asset Management, INC History Reduced 1,341 235 0.08% 0.09% 1358 -44 -3.18% Q4 2025 Feb 03, 2026
Cape Investment Advisory, Inc. History Added to 1,333 234 0.07% 0.2% 1360 +267 25.05% Q4 2025 Feb 17, 2026
OneAscent Wealth Management LLC History Reduced 1,325 232 0.08% 0.09% 1361 -45 -3.28% Q4 2025 Feb 11, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 1,322 232 0.15% 0.16% 1363 +45 3.52% Q4 2025 Feb 04, 2026
Cetera Trust Company, N.A History Added to 1,325 232 0.12% 0.14% 1362 +5 0.38% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Reduced 1,317 231 0.01% 0.05% 1364 -12,963 -90.78% Q4 2025 Feb 12, 2026
Wellspring Financial Advisors, LLC History New 1,319 231 0.02% — 1365 +1,319 New Q4 2025 Feb 11, 2026
Platform Technology Partners History Reduced 1,317 231 0.05% 0.07% 1366 -250 -15.95% Q4 2025 Feb 13, 2026
Texas Bank & Trust Co History Reduced 1,321 231 0.08% 0.1% 1367 -9 -0.68% Q4 2025 Feb 06, 2026
Armstrong, Fleming & Moore, Inc History No change 1,311 230 0.11% 0.12% 1368 0 0.0% Q4 2025 Jan 16, 2026
AssuredPartners Investment Advisors, LLC History New 1,309 229 0.03% — 1370 +1,309 New Q4 2025 Feb 03, 2026
Trust Point Inc. History Reduced 1,310 229 0.02% 0.02% 1369 -91 -6.5% Q4 2025 Jan 13, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 1,300 228 0.01% 0.08% 1372 -7,002 -84.34% Q4 2025 Jan 27, 2026
HORIZON BANCORP INC /IN/ History Reduced 1,299 228 0.11% 0.12% 1371 -61 -4.49% Q4 2025 Feb 11, 2026
Wealth Management Associates, Inc. History Reduced 1,299 228 0.08% 0.09% 1374 -55 -4.06% Q4 2025 Jan 20, 2026
CFO4Life Group, LLC History Reduced 1,303 228 0.03% 0.04% 1373 -43 -3.19% Q4 2025 Feb 06, 2026
Finivi Inc. History New 1,295 227 0.13% — 1376 +1,295 New Q4 2025 Jan 27, 2026
Triad Wealth Partners, LLC History Added to 1,297 227 0.02% 0.03% 1375 +214 19.76% Q4 2025 Jan 22, 2026
Prosperity Consulting Group, LLC History Reduced 1,290 226 0.01% 0.02% 1377 -524 -28.89% Q4 2025 Feb 17, 2026
Abel Hall, LLC History New 1,286 225 0.05% — 1378 +1,286 New Q4 2025 Feb 17, 2026
Topsail Wealth Management, LLC History Reduced 1,287 225 0.03% 0.04% 1379 -45 -3.38% Q4 2025 Feb 04, 2026
SmartHarvest Portfolios, LLC History New 1,274 223 0.08% — 1381 +1,274 New Q4 2025 Feb 12, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 1,268 223 0.04% 0.04% 1380 -36 -2.76% Q4 2025 Jan 14, 2026
Marble Wealth, LLC History New 1,265 222 0.03% — 1382 +1,265 New Q4 2025 Feb 10, 2026
Wick Capital Partners, LLC History New 1,259 220 0.04% — 1385 +1,259 New Q4 2025 Mar 02, 2026
ABN AMRO Bank N.V. History Reduced 1,263 220 0.0% 0.0% 1383 -155 -10.93% Q4 2025 Feb 04, 2026
East Coast Asset Management, LLC. History No change 1,253 220 0.06% 0.08% 1384 0 0.0% Q4 2025 Feb 17, 2026
Sunburst Financial Group, LLC History Reduced 1,244 218 0.04% 0.09% 1389 -1,069 -46.22% Q4 2025 Jan 21, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 1,243 218 0.0% 0.01% 1387 -755 -37.79% Q4 2025 Feb 18, 2026
PATTON FUND MANAGEMENT, INC. History Added to 1,246 218 0.03% 0.04% 1388 +202 19.35% Q4 2025 Jan 23, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 1,234 218 0.02% 0.02% 1386 -4 -0.32% Q4 2025 Jan 16, 2026
Kathmere Capital Management, LLC History New 1,237 217 0.01% — 1391 +1,237 New Q4 2025 Jan 13, 2026
Evernest Financial Advisors, LLC History Reduced 1,254 217 0.05% 0.09% 1394 -343 -21.48% Q4 2025 Feb 13, 2026
a16z Perennial Management, L.P. History Added to 1,237 217 0.02% 0.02% 1393 +119 10.64% Q4 2025 Feb 10, 2026
Paladin Advisory Group, LLC History Added to 1,237 217 0.16% 0.17% 1392 +82 7.1% Q4 2025 Jan 21, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Added to 1,239 217 0.11% 0.12% 1390 +12 0.98% Q4 2025 Jan 14, 2026
Eurizon SLJ Capital Ltd History New 1,234 216 0.09% — 1395 +1,234 New Q4 2025 Feb 10, 2026
StrongBox Wealth, LLC History Reduced 1,225 215 0.07% 0.17% 1397 -1,438 -54.0% Q4 2025 Jan 21, 2026
William Allan Corp History New 1,227 215 0.12% — 1398 +1,227 New Q4 2025 Feb 12, 2026
Accuvest Global Advisors History New 1,223 215 0.16% — 1396 +1,223 New Q4 2025 Feb 11, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 1,211 214 0.06% 0.06% 1399 -102 -7.77% Q4 2025 Jan 26, 2026
ALPS ADVISORS INC History Reduced 1,210 212 0.0% 0.0% 1401 -389 -24.33% Q4 2025 Feb 12, 2026
SENTRY INVESTMENT MANAGEMENT LLC History No change 1,209 212 0.14% 0.15% 1400 0 0.0% Q4 2025 Feb 04, 2026
Modus Advisors, LLC History Reduced 1,207 211 0.06% 0.13% 1402 -1,311 -52.07% Q4 2025 Feb 11, 2026
Adelphi Trust Co History New 1,206 211 0.17% — 1403 +1,206 New Q4 2025 Jan 26, 2026
SHP Wealth Management History New 1,201 210 0.02% — 1408 +1,201 New Q4 2025 Mar 04, 2026
Crumly & Associates Inc. History Reduced 1,199 210 0.04% 0.07% 1407 -426 -26.22% Q4 2025 Jan 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 1,197 210 0.01% 0.01% 1405 -12 -0.99% Q4 2025 Feb 03, 2026
SMH CAPITAL ADVISORS INC History No change 1,200 210 0.43% 0.44% 1404 0 0.0% Q4 2025 Feb 12, 2026
Catalyst Capital Advisors LLC History No change 1,200 210 0.0% 0.0% 1406 0 0.0% Q4 2025 Feb 10, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 1,186 210 0.07% 0.08% 1409 0 0.0% Q4 2025 Jan 22, 2026
First County Bank /CT/ History Reduced 1,191 209 0.11% 0.13% 1410 -106 -8.17% Q4 2025 Jan 14, 2026
ZACKS INVESTMENT MANAGEMENT History New 1,189 208 0.0% — 1411 +1,189 New Q4 2025 Feb 17, 2026
Tranquility Partners, LLC History Reduced 1,190 208 0.07% 0.15% 1412 -1,142 -48.97% Q4 2025 Feb 03, 2026
Northside Capital Management, LLC History No change 1,180 207 0.02% 0.02% 1413 0 0.0% Q4 2025 Jan 07, 2026
Centerpoint Advisors, LLC History Reduced 1,165 205 0.06% 0.24% 1417 -2,852 -71.0% Q4 2025 Feb 13, 2026
Quent Capital, LLC History Reduced 1,171 205 0.01% 0.03% 1418 -426 -26.68% Q4 2025 Jan 29, 2026
Blue Chip Partners, LLC History Reduced 1,173 205 0.01% 0.02% 1416 -200 -14.57% Q4 2025 Feb 18, 2026
Atlas Brown,Inc. History Reduced 1,171 205 0.06% 0.07% 1415 -23 -1.93% Q4 2025 Jan 09, 2026
UHLMANN PRICE SECURITIES, LLC History No change 1,170 205 0.12% 0.14% 1414 0 0.0% Q4 2025 Jan 12, 2026
Meridian Wealth Management, LLC History New 1,163 204 0.01% — 1419 +1,163 New Q4 2025 Feb 04, 2026
Castle Rock Wealth Management, LLC History Reduced 1,188 204 0.04% 0.09% 1420 -1,001 -45.73% Q4 2025 Feb 05, 2026
Canopy Partners, LLC History Added to 1,164 204 0.07% 0.07% 1421 +128 12.36% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 1,160 203 0.05% 0.1% 1422 -108 -8.52% Q4 2025 Feb 09, 2026
AGH Wealth Advisors, LLC History Reduced 1,156 202 0.15% 0.17% 1424 -51 -4.23% Q4 2025 Feb 04, 2026
Perennial Investment Advisors, LLC History Reduced 1,153 202 0.02% 0.02% 1423 -5 -0.43% Q4 2025 Feb 17, 2026
Daybright Advisory Services, Inc. History New 1,143 200 0.05% — 1427 +1,143 New Q4 2025 Feb 12, 2026
A. D. Beadell Investment Counsel, Inc. History New 1,140 200 0.13% — 1425 +1,140 New Q4 2025 Jan 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 1,143 200 0.01% 0.02% 1426 -813 -41.56% Q4 2025 Jan 28, 2026
SOUTH PLAINS FINANCIAL, INC. History Added to 1,139 199 0.12% 0.13% 1428 +31 2.8% Q4 2025 Feb 13, 2026
REXFORD CAPITAL INC History No change 1,122 196 0.15% 0.17% 1429 0 0.0% Q4 2025 Feb 17, 2026
CoreFirst Bank & Trust History No change 1,083 190 0.1% 0.11% 1430 0 0.0% Q4 2025 Feb 11, 2026
Colonial Trust Co / SC History Reduced 1,055 185 0.02% 0.03% 1431 -12 -1.12% Q4 2025 Feb 12, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 1,058 185 0.06% 0.07% 1432 0 0.0% Q4 2025 Feb 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 1,044 183 0.0% 0.03% 1433 -9,512 -90.11% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 1,043 183 0.01% 0.01% 1434 +170 19.47% Q4 2025 Feb 06, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 1,020 179 0.04% 0.05% 1435 0 0.0% Q4 2025 Feb 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,015 178 0.01% 0.01% 1436 0 0.0% Q4 2025 Feb 12, 2026
Trust Co History Added to 1,003 176 0.02% 0.01% 1437 +616 159.17% Q4 2025 Jan 15, 2026
LOM Asset Management Ltd History Added to 1,006 176 0.05% 0.06% 1438 +64 6.79% Q4 2025 Jan 23, 2026
Copeland Capital Management, LLC History No change 999 175 0.0% 0.0% 1439 0 0.0% Q4 2025 Jan 29, 2026
SUMMIT SECURITIES GROUP LLC History Added to 995 174 0.02% 0.03% 1440 +189 23.45% Q4 2025 Feb 17, 2026
Concord Wealth Partners History Added to 995 174 0.02% 0.02% 1441 +62 6.65% Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History Added to 988 173 0.0% 0.0% 1442 +307 45.08% Q4 2025 Feb 09, 2026
Garton & Associates Financial Advisors LLC History New 976 171 0.1% — 1443 +976 New Q4 2025 Feb 18, 2026
Deseret Mutual Benefit Administrators History Added to 946 166 0.07% 0.05% 1444 +345 57.4% Q4 2025 Feb 11, 2026
Piscataqua Savings Bank History No change 947 166 0.12% 0.14% 1445 0 0.0% Q4 2025 Jan 16, 2026
Virtus Investment Advisers, LLC History Added to 942 165 0.04% 0.05% 1446 +48 5.37% Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Reduced 936 164 0.01% 0.02% 1447 -1,144 -55.0% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 899 157 0.02% 0.02% 1448 -151 -14.38% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Added to 873 153 0.01% 0.01% 1449 +223 34.31% Q4 2025 Feb 02, 2026
CVA Family Office, LLC History Reduced 874 153 0.02% 0.03% 1450 -187 -17.62% Q4 2025 Jan 12, 2026
Westfuller Advisors, LLC History Reduced 849 150 0.06% 0.12% 1451 -498 -36.97% Q4 2025 Jan 21, 2026
Geneos Wealth Management Inc. History Reduced 851 149 0.0% 0.0% 1452 -10 -1.16% Q4 2025 Jan 28, 2026
Blume Capital Management, Inc. History Reduced 825 144 0.03% 0.04% 1453 -179 -17.83% Q4 2025 Feb 05, 2026
Global X Japan Co., Ltd. History Reduced 779 136 0.01% 0.02% 1454 -219 -21.94% Q4 2025 Jan 13, 2026
Capital Advisors, Ltd. LLC History Reduced 755 133 0.01% 0.03% 1455 -764 -50.3% Q4 2025 Jan 21, 2026
Golden State Wealth Management, LLC History Reduced 747 131 0.01% 0.02% 1456 -54 -6.74% Q4 2025 Feb 13, 2026
ORG Partners LLC History Reduced 728 128 0.02% 0.03% 1457 -101 -12.18% Q4 2025 Jan 14, 2026
Munich Reinsurance Co Stock Corp in Munich History No change 693 122 0.0% 0.0% 1458 0 0.0% Q4 2025 Jan 29, 2026
ST GERMAIN D J CO INC History Reduced 694 121 0.0% 0.01% 1459 -85 -10.91% Q4 2025 Jan 29, 2026
Millstone Evans Group, LLC History No change 694 121 0.07% 0.08% 1460 0 0.0% Q4 2025 Feb 02, 2026
SJS Investment Consulting Inc. History Reduced 674 118 0.01% 0.02% 1461 -37 -5.2% Q4 2025 Jan 21, 2026
Elgethun Capital Management History Reduced 661 115 0.02% 0.03% 1462 -99 -13.03% Q4 2025 Feb 10, 2026
DV EQUITIES, LLC History New 652 114 0.02% — 1463 +652 New Q4 2025 Feb 17, 2026
Johnson Financial Group, Inc. History Reduced 641 113 0.0% 0.01% 1464 -530 -45.26% Q4 2025 Feb 12, 2026
Bay Harbor Wealth Management, LLC History New 635 111 0.03% — 1465 +635 New Q4 2025 Feb 02, 2026
Strengthening Families & Communities, LLC History Reduced 634 111 0.04% 0.03% 1466 -36 -5.37% Q4 2025 Feb 03, 2026
Investors Portfolio Services LLC History New 629 110 0.1% — 1467 +629 New Q4 2025 Feb 09, 2026
Guinness Asset Management LTD History Added to 625 109 0.0% 0.0% 1469 +257 69.84% Q4 2025 Feb 09, 2026
WEBSTER BANK, N. A. History Reduced 621 109 0.01% 0.01% 1468 -15 -2.36% Q4 2025 Jan 23, 2026
Quarry LP History Reduced 617 108 0.02% 0.03% 1470 -165 -21.1% Q4 2025 Feb 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 606 106 0.03% 0.03% 1471 0 0.0% Q4 2025 Feb 17, 2026
Elyxium Wealth, LLC History New 569 99 0.03% — 1472 +569 New Q4 2025 Feb 05, 2026
TOMPKINS FINANCIAL CORP History Added to 561 98 0.01% 0.01% 1473 +23 4.28% Q4 2025 Jan 08, 2026
Rialto Wealth Management, LLC History Reduced 563 98 0.02% 0.03% 1474 -7 -1.23% Q4 2025 Jan 12, 2026
Steigerwald, Gordon & Koch Inc. History Added to 555 97 0.01% 0.01% 1475 +11 2.02% Q4 2025 Jan 23, 2026
KELLEHER FINANCIAL ADVISORS History Added to 537 94 0.02% 0.02% 1476 +200 59.35% Q4 2025 Jan 20, 2026
Bruce G. Allen Investments, LLC History Reduced 539 94 0.06% 0.08% 1477 -16 -2.88% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Added to 529 92 0.0% 0.0% 1479 +113 27.16% Q4 2025 Jan 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 537 92 0.06% 0.07% 1478 0 0.0% Q4 2025 Feb 13, 2026
Colonial Trust Advisors History Added to 520 91 0.01% 0.01% 1480 +150 40.54% Q4 2025 Feb 12, 2026
Investment Research & Advisory Group, Inc. History Added to 508 91 0.03% 0.03% 1481 +4 0.79% Q4 2025 Jan 20, 2026
Gen-Wealth Partners Inc History Reduced 517 90 0.03% 0.09% 1484 -886 -63.15% Q4 2025 Feb 13, 2026
Solstein Capital, LLC History Reduced 513 90 0.04% 0.05% 1483 -544 -51.47% Q4 2025 Feb 13, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 511 90 0.0% 0.0% 1482 +24 4.93% Q4 2025 Feb 03, 2026
GPS Wealth Strategies Group, LLC History Reduced 511 89 0.08% 0.05% 1485 -2,096 -80.4% Q4 2025 Feb 06, 2026
Byrne Asset Management LLC History No change 507 89 0.05% 0.06% 1486 0 0.0% Q4 2025 Jan 12, 2026
DV Trading LLC History New 505 88 0.0% — 1488 +505 New Q4 2025 Feb 17, 2026
MCF Advisors LLC History Added to 500 88 0.0% 0.0% 1487 +255 104.08% Q4 2025 Feb 11, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 492 87 0.02% 0.02% 1489 -60 -10.87% Q4 2025 Feb 09, 2026
HAZLETT, BURT & WATSON, INC. History No change 471 84 0.03% 0.03% 1490 0 0.0% Q4 2025 Feb 10, 2026
Wiser Advisor Group LLC History Reduced 475 83 0.09% 0.12% 1491 -9 -1.86% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History Added to 462 81 0.01% 0.01% 1493 +176 61.54% Q4 2025 Jan 08, 2026
Dynamic Wealth Strategies, LLC History Added to 466 81 0.05% 0.05% 1494 +99 26.98% Q4 2025 Feb 04, 2026
Sound Income Strategies, LLC History Added to 445 81 0.0% 0.0% 1492 +38 9.34% Q4 2025 Jan 21, 2026
Sherman Asset Management, Inc. History No change 439 77 0.07% 0.07% 1495 0 0.0% Q4 2025 Feb 05, 2026
True Wealth Design, LLC History Added to 433 76 0.02% 0.0% 1497 +410 1782.61% Q4 2025 Jan 08, 2026
FINANCIAL CONSULATE, INC History Reduced 437 76 0.01% 0.01% 1496 -8 -1.8% Q4 2025 Jan 22, 2026
PROSPERITY BANCSHARES INC History New 431 75 0.07% — 1498 +431 New Q4 2025 Feb 17, 2026
Fulcrum Asset Management LLP History No change 427 75 0.02% 0.02% 1499 0 0.0% Q4 2025 Feb 05, 2026
Wealth Watch Advisors, INC History Added to 410 71 0.03% 0.0% 1500 +392 2177.78% Q4 2025 Feb 17, 2026
Financial Network Wealth Advisors LLC History Added to 401 70 0.07% 0.06% 1502 +114 39.72% Q4 2025 Feb 13, 2026
LRI Investments, LLC History Reduced 402 70 0.01% 0.01% 1503 -100 -19.92% Q4 2025 Feb 04, 2026
Core Alternative Capital History Reduced 400 70 0.02% 0.02% 1501 -13 -3.15% Q4 2025 Feb 02, 2026
Rosenberg Matthew Hamilton History Added to 391 68 0.01% 0.0% 1504 +298 320.43% Q4 2025 Jan 05, 2026
Silvant Capital Management LLC History No change 382 67 0.0% 0.0% 1505 0 0.0% Q4 2025 Feb 13, 2026
SIT INVESTMENT ASSOCIATES INC History No change 375 66 0.08% 0.0% 1506 0 0.0% Q4 2025 Feb 25, 2026
Rossby Financial, LCC History Reduced 375 65 0.02% 0.12% 1509 -1,497 -79.97% Q4 2025 Feb 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 375 65 0.05% — 1510 +375 New Q4 2025 Feb 11, 2026
TCTC Holdings, LLC History No change 374 65 0.0% 0.0% 1507 0 0.0% Q4 2025 Feb 12, 2026
Tanglewood Legacy Advisors, LLC History No change 372 65 0.02% 0.03% 1508 0 0.0% Q4 2025 Feb 06, 2026
Salomon & Ludwin, LLC History Added to 366 64 0.01% 0.0% 1512 +185 102.21% Q4 2025 Jan 28, 2026
OLD SECOND NATIONAL BANK OF AURORA History Added to 367 64 0.01% 0.01% 1511 +17 4.86% Q4 2025 Jan 27, 2026
Parvin Asset Management, LLC History Reduced 360 63 0.05% 0.17% 1514 -657 -64.6% Q4 2025 Feb 17, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 363 63 0.02% 0.02% 1513 0 0.0% Q4 2025 Jan 23, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 353 62 0.02% 0.02% 1515 -22 -5.87% Q4 2025 Jan 23, 2026
PALLADIEM, LLC History New 339 59 0.06% — 1516 +339 New Q4 2025 Feb 11, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 340 59 0.04% 0.05% 1517 -18 -5.03% Q4 2025 Feb 05, 2026
Evelyn Partners Asset Management Ltd History No change 340 59 0.01% 0.01% 1518 0 0.0% Q4 2025 Feb 13, 2026
Measured Wealth Private Client Group, LLC History Added to 334 58 0.02% 0.01% 1519 +153 84.53% Q4 2025 Feb 10, 2026
Central Pacific Bank - Trust Division History No change 325 57 0.01% 0.01% 1520 0 0.0% Q4 2025 Jan 07, 2026
Keating Financial Advisory Services, Inc. History New 313 54 0.01% — 1521 +313 New Q4 2025 Feb 09, 2026
AMERIFLEX GROUP, INC. History Reduced 297 52 0.03% 0.05% 1523 -363 -55.0% Q4 2025 Feb 18, 2026
Field & Main Bank History No change 300 52 0.01% 0.02% 1522 0 0.0% Q4 2025 Jan 28, 2026
J.Safra Asset Management Corp History Reduced 290 51 0.0% 0.04% 1524 -2,815 -90.66% Q4 2025 Feb 11, 2026
Activest Wealth Management History Added to 286 50 0.01% 0.0% 1525 +185 183.17% Q4 2025 Jan 30, 2026
Hilton Head Capital Partners, LLC History New 280 49 0.03% — 1526 +280 New Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History Reduced 274 48 0.0% 0.01% 1527 -408 -59.82% Q4 2025 Jan 14, 2026
PINNEY & SCOFIELD, INC. History Reduced 265 46 0.03% 0.07% 1528 -292 -52.42% Q4 2025 Feb 13, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 257 45 0.0% 0.01% 1529 -40 -13.47% Q4 2025 Feb 23, 2026
McIlrath & Eck, LLC History No change 262 45 0.0% 0.01% 1530 0 0.0% Q4 2025 Feb 03, 2026
Muzinich & Co., Inc. History Reduced 251 44 0.01% 0.06% 1531 -528 -67.78% Q4 2025 Jan 21, 2026
OPTIMA CAPITAL LLC History New 254 44 0.02% — 1533 +254 New Q4 2025 Jan 23, 2026
Bank of Jackson Hole Trust History No change 251 44 0.02% 0.02% 1532 0 0.0% Q4 2025 Feb 12, 2026
BROADWATER CAPITAL MANAGEMENT LLC History Reduced 246 43 0.03% 0.14% 1536 -720 -74.53% Q4 2025 Feb 03, 2026
Merited Wealth, LLC History New 250 43 0.04% — 1537 +250 New Q4 2025 Mar 26, 2026
Greykasell Wealth Strategies, Inc. History New 245 43 0.02% — 1535 +245 New Q4 2025 Feb 11, 2026
Quest 10 Wealth Builders, Inc. History Added to 246 43 0.04% 0.03% 1534 +67 37.43% Q4 2025 Jan 29, 2026
High Point Wealth Management, LLC History New 244 42 0.04% — 1538 +244 New Q4 2025 Jan 29, 2026
Caitlin John, LLC History Added to 235 41 0.03% 0.0% 1539 +224 2036.36% Q4 2025 Feb 18, 2026
Meramec Financial Planners, LLC History New 238 40 0.02% — 1542 +238 New Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 228 40 0.0% 0.0% 1540 +7 3.17% Q4 2025 Jan 20, 2026
Stone House Investment Management, LLC History Reduced 231 40 0.01% 0.01% 1541 -2 -0.86% Q4 2025 Jan 21, 2026
Mowery & Schoenfeld Wealth Management, LLC History Added to 226 39 0.06% 0.07% 1543 +24 11.88% Q4 2025 Jan 28, 2026
BAYBAN History New 222 38 0.03% — 1546 +222 New Q4 2025 Mar 05, 2026
Cornerstone Planning Group LLC History Reduced 216 38 0.01% 0.01% 1545 -35 -13.94% Q4 2025 Feb 02, 2026
ALERUS FINANCIAL NA History Reduced 219 38 0.0% 0.0% 1544 -4 -1.79% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History Added to 213 37 0.01% 0.0% 1548 +138 184.0% Q4 2025 Jan 20, 2026
BFSG, LLC History Reduced 215 37 0.0% 0.0% 1547 -10 -4.44% Q4 2025 Jan 22, 2026
Triumph Capital Management History New 206 36 0.01% — 1549 +206 New Q4 2025 Feb 12, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Reduced 200 35 0.01% 0.01% 1551 -275 -57.89% Q4 2025 Feb 10, 2026
Clayton Financial Group LLC History New 200 35 0.02% — 1554 +200 New Q4 2025 Jan 21, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 203 35 0.0% 0.0% 1550 -9 -4.25% Q4 2025 Feb 09, 2026
Covestor Ltd History Added to 200 35 0.02% 0.02% 1552 +3 1.52% Q4 2025 Feb 06, 2026
Valued Wealth Advisors LLC History No change 200 35 0.02% 0.02% 1553 0 0.0% Q4 2025 Jan 30, 2026
Fairscale Capital, LLC History No change 198 35 0.02% 0.03% 1555 0 0.0% Q4 2025 Feb 17, 2026
Curat Global, LLC History No change 205 35 0.04% 0.04% 1556 0 0.0% Q4 2025 Feb 06, 2026
Asset Planning,Inc History No change 196 34 0.02% 0.03% 1557 0 0.0% Q4 2025 Feb 03, 2026
CBIZ Investment Advisory Services, LLC History Reduced 188 33 0.0% 0.0% 1558 -33 -14.93% Q4 2025 Feb 09, 2026
Centennial Bank/AR/ History No change 190 33 0.01% 0.01% 1559 0 0.0% Q4 2025 Feb 17, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 190 33 0.01% 0.02% 1560 0 0.0% Q4 2025 Jan 14, 2026
Kemnay Advisory Services Inc. History New 186 32 0.0% — 1561 +186 New Q4 2025 Feb 17, 2026
Sachetta, LLC History Reduced 182 31 0.02% 0.04% 1564 -341 -65.2% Q4 2025 Feb 02, 2026
IMA Advisory Services, Inc. History No change 175 31 0.0% 0.0% 1562 0 0.0% Q4 2025 Feb 11, 2026
GoalVest Advisory LLC History No change 180 31 0.01% 0.01% 1563 0 0.0% Q4 2025 Jan 05, 2026
Cromwell Holdings LLC History Reduced 170 30 0.02% 0.08% 1568 -560 -76.71% Q4 2025 Jan 20, 2026
Roble, Belko & Company, Inc History New 170 30 0.0% — 1567 +170 New Q4 2025 Jan 12, 2026
STEPH & CO History Added to 176 30 0.01% 0.01% 1565 +82 87.23% Q4 2025 Jan 23, 2026
Westside Investment Management, Inc. History Added to 174 30 0.0% 0.01% 1566 +5 2.96% Q4 2025 Jan 23, 2026
Graney & King, LLC History No change 174 30 0.02% 0.02% 1569 0 0.0% Q4 2025 Feb 13, 2026
Lloyd Advisory Services, LLC. History New 169 29 0.01% — 1570 +169 New Q4 2025 Feb 06, 2026
Acumen Wealth Advisors, LLC History New 165 29 0.01% — 1572 +165 New Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History Added to 168 29 0.0% 0.0% 1571 +33 24.44% Q4 2025 Feb 24, 2026
CDKV HOLDINGS LLC History New 161 28 0.02% — 1576 +161 New Q4 2025 Feb 17, 2026
Global Wealth Strategies & Associates History Reduced 163 28 0.01% 0.01% 1575 -19 -10.44% Q4 2025 Jan 02, 2026
S&T BANK/PA History Reduced 160 28 0.01% 0.01% 1574 -12 -6.98% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 163 28 0.0% 0.0% 1573 -2 -1.21% Q4 2025 Feb 06, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 159 27 0.08% 0.08% 1577 0 0.0% Q4 2025 Feb 17, 2026
Holos Integrated Wealth LLC History No change 157 27 0.02% 0.02% 1578 0 0.0% Q4 2025 Jan 05, 2026
HOEY INVESTMENTS, INC History Reduced 150 26 0.0% 0.01% 1583 -300 -66.67% Q4 2025 Jan 28, 2026
SOA Wealth Advisors, LLC. History Reduced 150 26 0.0% 0.01% 1585 -55 -26.83% Q4 2025 Jan 20, 2026
High Note Wealth, LLC History Added to 152 26 0.01% 0.0% 1584 +26 20.63% Q4 2025 Feb 05, 2026
ATWOOD & PALMER INC History No change 150 26 0.0% 0.0% 1579 0 0.0% Q4 2025 Jan 28, 2026
Plante Moran Financial Advisors, LLC History No change 150 26 0.0% 0.0% 1580 0 0.0% Q4 2025 Feb 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 149 26 0.01% 0.01% 1581 0 0.0% Q4 2025 Feb 12, 2026
Security National Bank History No change 150 26 0.0% 0.0% 1582 0 0.0% Q4 2025 Feb 05, 2026
Operose Advisors LLC History No change 150 26 0.01% 0.01% 1586 0 0.0% Q4 2025 Feb 10, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 145 25 0.01% — 1587 +145 New Q4 2025 Jan 27, 2026
SWISS RE LTD History New 145 25 0.0% — 1588 +145 New Q4 2025 Feb 12, 2026
Oakworth Capital, Inc. History Added to 143 25 0.0% 0.0% 1589 +68 90.67% Q4 2025 Jan 30, 2026
Strategic Advocates LLC History Added to 143 25 0.01% 0.01% 1592 +21 17.21% Q4 2025 Feb 11, 2026
West Branch Capital LLC History No change 145 25 0.01% 0.01% 1590 0 0.0% Q4 2025 Jan 16, 2026
Dakota Community Bank & Trust NA History No change 148 25 0.09% 0.11% 1591 0 0.0% Q4 2025 Jan 26, 2026
Bank of New Hampshire History New 140 24 0.01% — 1593 +140 New Q4 2025 Mar 16, 2026
Hilltop National Bank History Reduced 142 24 0.01% 0.01% 1594 -83 -36.89% Q4 2025 Jan 07, 2026
IMG Wealth Management, Inc. History Added to 139 24 0.02% 0.01% 1595 +29 26.36% Q4 2025 Feb 05, 2026
Roxbury Financial LLC History Added to 137 24 0.02% 0.02% 1597 +1 0.74% Q4 2025 Jan 05, 2026
Legacy Wealth Managment, LLC/ID History No change 140 24 0.01% 0.01% 1596 0 0.0% Q4 2025 Feb 03, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 137 23 0.01% 0.18% 1603 -3,355 -96.08% Q4 2025 Jan 15, 2026
Olistico Wealth, LLC History New 133 23 0.01% — 1599 +133 New Q4 2025 Jan 13, 2026
Miller Capital Partners, Inc. History New 133 23 0.01% — 1605 +133 New Q4 2025 Feb 17, 2026
Ransom Advisory, Ltd History Added to 135 23 0.01% 0.01% 1604 +25 22.73% Q4 2025 Jan 06, 2026
SouthState Bank Corp History Added to 133 23 0.0% 0.0% 1598 +13 10.83% Q4 2025 Feb 11, 2026
Private Wealth Management Group, LLC History Added to 132 23 0.01% 0.01% 1602 +7 5.6% Q4 2025 Jan 23, 2026
Gold Investment Management Ltd. History No change 131 23 0.01% 0.01% 1600 0 0.0% Q4 2025 Jan 28, 2026
Hara Capital LLC History No change 135 23 0.01% 0.01% 1601 0 0.0% Q4 2025 Jan 15, 2026
United Community Bank History Added to 127 22 0.01% 0.0% 1607 +112 746.67% Q4 2025 Jan 30, 2026
Y.D. More Investments Ltd History Reduced 129 22 0.0% 0.0% 1606 -28 -17.83% Q4 2025 Jan 21, 2026
Physician Wealth Advisors, Inc. History Reduced 124 21 0.0% 0.0% 1608 -47 -27.49% Q4 2025 Jan 29, 2026
EMERALD ADVISERS, LLC History No change 118 20 0.0% 0.0% 1609 0 0.0% Q4 2025 Feb 09, 2026
TUCKER ASSET MANAGEMENT LLC History New 111 19 0.01% — 1610 +111 New Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History Reduced 113 19 0.0% 0.0% 1611 -52 -31.52% Q4 2025 Feb 10, 2026
WINNOW WEALTH LLC History Reduced 109 19 0.01% 0.02% 1612 -13 -10.66% Q4 2025 Feb 11, 2026
Prestige Wealth Management Group LLC History Reduced 105 18 0.0% 0.25% 1614 -6,558 -98.42% Q4 2025 Feb 11, 2026
ENTRUST FINANCIAL LLC History New 108 18 0.01% — 1617 +108 New Q4 2025 Feb 06, 2026
Ares Financial Consulting, LLC History New 106 18 0.02% — 1616 +106 New Q4 2025 Jan 30, 2026
Winch Advisory Services, LLC History No change 105 18 0.0% 0.0% 1613 0 0.0% Q4 2025 Feb 03, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 106 18 0.0% 0.0% 1615 0 0.0% Q4 2025 Jan 08, 2026
Wilkerson Advisory Group LLC History New 102 17 0.01% — 1624 +102 New Q4 2025 Feb 13, 2026
ABOUND FINANCIAL, LLC History New 100 17 0.01% — 1622 +100 New Q4 2025 Feb 17, 2026
McMillan Office, Inc. History New 100 17 0.0% — 1625 +100 New Q4 2025 Feb 12, 2026
SITTNER & NELSON, LLC History Reduced 101 17 0.01% 0.01% 1620 -50 -33.11% Q4 2025 Feb 11, 2026
Aspect Partners, LLC History Added to 97 17 0.01% 0.01% 1621 +6 6.59% Q4 2025 Jan 23, 2026
HOWARD HUGHES MEDICAL INSTITUTE History No change 100 17 0.01% 0.01% 1618 0 0.0% Q4 2025 Feb 17, 2026
Lavaca Capital LLC History No change 100 17 0.0% 0.0% 1619 0 0.0% Q4 2025 Feb 13, 2026
10Elms LLP History No change 100 17 0.02% 0.02% 1623 0 0.0% Q4 2025 Feb 13, 2026
MidAtlantic Capital Management, Inc. History New 95 16 0.01% — 1630 +95 New Q4 2025 Feb 10, 2026
Strive Financial Group ,LLC History New 95 16 0.01% — 1631 +95 New Q4 2025 Feb 18, 2026
NCP Inc. History New 92 16 0.01% — 1629 +92 New Q4 2025 Feb 17, 2026
Commonwealth Retirement Investments LLC History New 91 16 0.01% — 1628 +91 New Q4 2025 Feb 11, 2026
Darwin Wealth Management, LLC History Reduced 93 16 0.0% 0.01% 1627 -8 -7.92% Q4 2025 Jan 22, 2026
TD Capital Management LLC History No change 97 16 0.0% 0.0% 1626 0 0.0% Q4 2025 Feb 26, 2026
Asset Dedication, LLC History Reduced 90 15 0.0% 0.0% 1632 -153 -62.96% Q4 2025 Jan 26, 2026
Avion Wealth History Added to 91 15 0.0% 0.0% 1633 +23 33.82% Q4 2025 Jan 23, 2026
Bank & Trust Co History No change 88 15 0.01% 0.01% 1634 0 0.0% Q4 2025 Jan 13, 2026
Arlington Trust Co LLC History Reduced 84 14 0.0% 0.03% 1637 -768 -90.14% Q4 2025 Jan 30, 2026
Kilter Group LLC History Added to 84 14 0.01% 0.0% 1638 +38 82.61% Q4 2025 Feb 13, 2026
WOLFF WIESE MAGANA LLC History Reduced 82 14 0.01% 0.01% 1636 -29 -26.13% Q4 2025 Jan 14, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 82 14 0.0% 0.0% 1635 -9 -9.89% Q4 2025 Jan 23, 2026
Safe Harbor Fiduciary, LLC History New 79 13 0.01% — 1644 +79 New Q4 2025 Feb 17, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 75 13 0.0% 0.01% 1643 -25 -25.0% Q4 2025 Jan 15, 2026
Battery Global Advisors, LLC History Added to 75 13 0.01% 0.01% 1640 +1 1.35% Q4 2025 Feb 13, 2026
Tradewinds Capital Management, LLC History Added to 76 13 0.0% 0.0% 1641 +1 1.33% Q4 2025 Jan 14, 2026
JNBA Financial Advisors History No change 79 13 0.0% 0.0% 1639 0 0.0% Q4 2025 Jan 26, 2026
Pacific Center for Financial Services History No change 70 13 0.0% 0.0% 1642 0 0.0% Q4 2025 Feb 17, 2026
Bravera Wealth History New 73 12 0.01% — 1650 +73 New Q4 2025 Apr 22, 2026
BOK Financial Private Wealth, Inc. History Reduced 73 12 0.0% 0.0% 1646 -53 -42.06% Q4 2025 Feb 06, 2026
PROFFITT & GOODSON INC History Reduced 71 12 0.0% 0.0% 1645 -2 -2.74% Q4 2025 Jan 27, 2026
Scarborough Advisors, LLC History Reduced 72 12 0.0% 0.0% 1648 -1 -1.37% Q4 2025 Feb 17, 2026
Pflug Koory, LLC History No change 73 12 0.01% 0.01% 1647 0 0.0% Q4 2025 Jan 20, 2026
Nova Wealth Management, Inc. History No change 70 12 0.01% 0.01% 1649 0 0.0% Q4 2025 Jan 14, 2026
Turning Point Benefit Group, Inc. History New 68 11 0.01% — 1655 +68 New Q4 2025 Jan 30, 2026
Quattro Advisors LLC History New 63 11 0.01% — 1657 +63 New Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Reduced 66 11 0.0% 0.0% 1652 -6 -8.33% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 68 11 0.0% 0.0% 1651 +1 1.49% Q4 2025 Jan 20, 2026
Financial Freedom, LLC History No change 63 11 0.01% 0.01% 1653 0 0.0% Q4 2025 Feb 17, 2026
Frazier Financial Advisors, LLC History No change 68 11 0.01% 0.01% 1654 0 0.0% Q4 2025 Feb 09, 2026
VSM Wealth Advisory, LLC History No change 66 11 0.0% 0.0% 1656 0 0.0% Q4 2025 Feb 06, 2026
Vermillion & White Wealth Management Group, LLC History New 61 10 0.01% — 1660 +61 New Q4 2025 Feb 18, 2026
Joseph Group Capital Management History New 60 10 0.0% — 1661 +60 New Q4 2025 Jan 30, 2026
Guinness Atkinson Asset Management Inc History New 59 10 0.0% — 1658 +59 New Q4 2025 Feb 10, 2026
Lodestone Wealth Management LLC History New 59 10 0.0% — 1663 +59 New Q4 2025 Jan 15, 2026
Dogwood Wealth Management LLC History Added to 62 10 0.0% 0.0% 1664 +36 138.46% Q4 2025 Feb 04, 2026
Dunhill Financial, LLC History Added to 60 10 0.0% 0.0% 1662 +19 46.34% Q4 2025 Jan 29, 2026
Financial Avengers, Inc. History No change 60 10 0.0% 0.0% 1659 0 0.0% Q4 2025 Mar 03, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 52 9 0.0% 0.23% 1666 -155,082 -99.97% Q4 2025 Feb 13, 2026
POM Investment Strategies, LLC History New 53 9 0.0% — 1668 +53 New Q4 2025 Feb 17, 2026
Bangor Savings Bank History Reduced 55 9 0.0% 0.0% 1665 -40 -42.11% Q4 2025 Jan 16, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 56 9 0.0% 0.0% 1667 0 0.0% Q4 2025 Jan 23, 2026
Financial Management Professionals, Inc. History Reduced 49 8 0.0% 0.04% 1671 -1,734 -97.25% Q4 2025 Jan 27, 2026
CITY HOLDING CO History Reduced 48 8 0.0% 0.0% 1669 -134 -73.63% Q4 2025 Jan 22, 2026
Abound Wealth Management History Reduced 47 8 0.0% 0.01% 1676 -93 -66.43% Q4 2025 Jan 12, 2026
Mascoma Wealth Management LLC History Reduced 50 8 0.0% 0.01% 1674 -70 -58.33% Q4 2025 Feb 04, 2026
Laurel Wealth Advisors LLC History New 48 8 0.0% — 1675 +48 New Q4 2025 Jan 30, 2026
ALBION FINANCIAL GROUP /UT History Added to 46 8 0.0% 0.0% 1670 +12 35.29% Q4 2025 Jan 21, 2026
Bare Financial Services, Inc History Added to 46 8 0.0% 0.0% 1679 +2 4.55% Q4 2025 Feb 06, 2026
Moisand Fitzgerald Tamayo, LLC History No change 50 8 0.0% 0.0% 1672 0 0.0% Q4 2025 Jan 14, 2026
First PREMIER Bank History No change 47 8 0.0% 0.0% 1673 0 0.0% Q4 2025 Jan 23, 2026
Cherry Tree Wealth Management, LLC History No change 51 8 0.0% 0.0% 1677 0 0.0% Q4 2025 Feb 10, 2026
Financial Perspectives, Inc History No change 50 8 0.0% 0.0% 1678 0 0.0% Q4 2025 Jan 28, 2026
WealthCollab, LLC History No change 46 8 0.0% 0.0% 1680 0 0.0% Q4 2025 Jan 27, 2026
Longview Financial Advisors LLC History No change 47 8 0.0% 0.01% 1681 0 0.0% Q4 2025 Jan 14, 2026
Nvest Wealth Strategies, Inc. History New 42 7 0.01% — 1688 +42 New Q4 2025 Jan 28, 2026
Cornerstone Financial Management LLC History New 42 7 0.01% — 1689 +42 New Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Reduced 43 7 0.0% 0.0% 1685 -35 -44.87% Q4 2025 Jan 15, 2026
FIRST UNITED BANK & TRUST History No change 45 7 0.0% 0.0% 1682 0 0.0% Q4 2025 Jan 21, 2026
New Millennium Group LLC History No change 40 7 0.0% 0.0% 1683 0 0.0% Q4 2025 Feb 06, 2026
Red Tortoise LLC History No change 44 7 0.0% 0.0% 1684 0 0.0% Q4 2025 Jan 22, 2026
Hughes Financial Services, LLC History No change 42 7 0.0% 0.0% 1686 0 0.0% Q4 2025 Feb 11, 2026
Boreal Capital Management LLC History No change 40 7 0.01% 0.01% 1687 0 0.0% Q4 2025 Feb 17, 2026
Family Capital Trust Co History Reduced 35 6 0.0% 1.43% 1692 -22,140 -99.84% Q4 2025 Jan 27, 2026
ELEVATION WEALTH PARTNERS, LLC History New 38 6 0.0% — 1695 +38 New Q4 2025 Jan 09, 2026
MCGUIRE CAPITAL ADVISORS INC History New 37 6 0.0% — 1698 +37 New Q4 2025 Feb 19, 2026
NorthAvenue LLC History New 35 6 0.0% — 1699 +35 New Q4 2025 Apr 02, 2026
Wealth Preservation Advisors, LLC History Reduced 35 6 0.0% 0.0% 1694 -5 -12.5% Q4 2025 Feb 23, 2026
PFS Partners, LLC History Added to 37 6 0.0% 0.0% 1696 +1 2.78% Q4 2025 Jan 16, 2026
BARRETT & COMPANY, INC. History No change 39 6 0.0% 0.0% 1690 0 0.0% Q4 2025 Jan 28, 2026
DUNCKER STREETT & CO INC History No change 39 6 0.0% 0.0% 1691 0 0.0% Q4 2025 Jan 27, 2026
SWAN Capital LLC History No change 36 6 0.0% 0.0% 1693 0 0.0% Q4 2025 Feb 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 35 6 0.0% 0.0% 1697 0 0.0% Q4 2025 Jan 27, 2026
Crewe Advisors LLC History Reduced 32 5 0.0% 0.0% 1701 -62 -65.96% Q4 2025 Jan 16, 2026
Murphy & Mullick Capital Management Corp History Reduced 31 5 0.0% 0.01% 1707 -51 -62.2% Q4 2025 Feb 10, 2026
Legacy Bridge, LLC History New 34 5 0.0% — 1700 +34 New Q4 2025 Jan 23, 2026
Jessup Wealth Management, Inc History New 30 5 0.0% — 1703 +30 New Q4 2025 Feb 11, 2026
Nemes Rush Group LLC History Reduced 30 5 0.0% 0.0% 1705 -9 -23.08% Q4 2025 Feb 11, 2026
Signature Resources Capital Management, LLC History Reduced 34 5 0.0% 0.0% 1702 -3 -8.11% Q4 2025 Jan 21, 2026
New England Capital Financial Advisors LLC History No change 31 5 0.0% 0.0% 1704 0 0.0% Q4 2025 Feb 02, 2026
CGC Financial Services, LLC History No change 32 5 0.0% 0.0% 1706 0 0.0% Q4 2025 Feb 03, 2026
Noble Wealth Management PBC History No change 32 5 0.0% 0.0% 1708 0 0.0% Q4 2025 Jan 05, 2026
Indiana Trust & Investment Management Co History Reduced 27 4 0.0% 0.0% 1709 -58 -68.24% Q4 2025 Jan 21, 2026
Zimmer Partners, LP History New 23 4 0.0% — 1711 +23 New Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Added to 24 4 0.0% 0.0% 1712 +12 100.0% Q4 2025 Feb 11, 2026
Minot DeBlois Advisors LLC History No change 25 4 0.0% 0.0% 1710 0 0.0% Q4 2025 Feb 13, 2026
DiNuzzo Private Wealth, Inc. History No change 24 4 0.0% 0.0% 1713 0 0.0% Q4 2025 Jan 16, 2026
Copia Wealth Management History No change 25 4 0.0% 0.0% 1714 0 0.0% Q4 2025 Feb 06, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 25 4 0.0% 0.0% 1715 0 0.0% Q4 2025 Feb 10, 2026
WPG Advisers, LLC History No change 24 4 0.0% 0.0% 1716 0 0.0% Q4 2025 Jan 28, 2026
HFM Investment Advisors, LLC History No change 27 4 0.0% 0.0% 1717 0 0.0% Q4 2025 Feb 05, 2026
Investors Research Corp History Reduced 22 3 0.0% 0.0% 1720 -87 -79.82% Q4 2025 Jan 06, 2026
Silicon Valley Capital Partners History Reduced 23 3 0.0% 0.0% 1718 -21 -47.73% Q4 2025 Feb 13, 2026
Imprint Wealth LLC History New 19 3 0.01% — 1722 +19 New Q4 2025 Feb 17, 2026
Sankala Group LLC History New 18 3 0.0% — 1726 +18 New Q4 2025 Mar 02, 2026
NVWM, LLC History Added to 18 3 0.0% 0.0% 1719 +1 5.88% Q4 2025 Jan 20, 2026
REDMONT WEALTH ADVISORS LLC History No change 20 3 0.0% 0.0% 1721 0 0.0% Q4 2025 Feb 06, 2026
Compass Financial Services Inc History No change 18 3 0.0% 0.0% 1723 0 0.0% Q4 2025 Feb 27, 2026
Alexis Investment Partners, LLC History No change 18 3 0.0% 0.0% 1724 0 0.0% Q4 2025 Jan 29, 2026
Clark Wealth Partners History No change 22 3 0.0% 0.0% 1725 0 0.0% Q4 2025 Feb 04, 2026
Kingdom Financial Group LLC. History New 14 2 0.0% — 1730 +14 New Q4 2025 Feb 06, 2026
TFC Financial Management, Inc. History Reduced 14 2 0.0% 0.0% 1729 -9 -39.13% Q4 2025 Jan 23, 2026
American Capital Advisory, LLC History Added to 13 2 0.0% 0.0% 1731 +3 30.0% Q4 2025 Jan 30, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 13 2 0.0% 0.0% 1727 0 0.0% Q4 2025 Feb 04, 2026
Pacifica Partners Inc. History No change 13 2 0.0% 0.0% 1728 0 0.0% Q4 2025 Jan 09, 2026
Tripletail Wealth Management, LLC History No change 16 2 0.0% 0.0% 1732 0 0.0% Q4 2025 Feb 12, 2026
Morton Brown Family Wealth, LLC History New 11 1 0.0% — 1735 +11 New Q4 2025 Jan 28, 2026
Merrithew & Thorsten Inc History New 11 1 0.0% — 1742 +11 New Q4 2025 Feb 03, 2026
Sunrise Financial Services, LLC History New 11 1 0.0% — 1744 +11 New Q4 2025 Feb 11, 2026
Principia Wealth Advisory, LLC History Reduced 7 1 0.0% 0.0% 1739 -10 -58.82% Q4 2025 Feb 10, 2026
Stephens Consulting, LLC History New 8 1 0.0% — 1738 +8 New Q4 2025 Jan 13, 2026
Monetary Solutions, Ltd History New 8 1 0.0% — 1745 +8 New Q4 2025 Feb 23, 2026
Godfrey Financial Associates, Inc. History New 7 1 0.0% — 1741 +7 New Q4 2025 Feb 10, 2026
Signature Equity Partners, LLC History New 7 1 0.0% — 1743 +7 New Q4 2025 Feb 17, 2026
City State Bank History New 6 1 0.0% — 1736 +6 New Q4 2025 Jan 28, 2026
IFC & Insurance Marketing, Inc. History New 5 1 0.0% — 1740 +5 New Q4 2025 Feb 12, 2026
Addison Advisors LLC History Reduced 8 1 0.0% 0.0% 1734 -1 -11.11% Q4 2025 Feb 06, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 6 1 0.0% 0.0% 1733 0 0.0% Q4 2025 Feb 05, 2026
DecisionPoint Financial, LLC History No change 9 1 0.0% 0.0% 1737 0 0.0% Q4 2025 Jan 29, 2026
SAMLYN CAPITAL, LLC History Closed out 0 0 — 0.85% — -320,592 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 — 0.21% — -225,431 -100.0% Q3 2025 Nov 14, 2025
Benchstone Capital Management LP History Closed out 0 0 — 4.08% — -155,638 -100.0% Q3 2025 Nov 14, 2025
Marex Group plc History Closed out 0 0 — 0.08% — -61,360 -100.0% Q3 2025 Nov 14, 2025
Aware Super Pty Ltd as trustee of Aware Super History Closed out 0 0 — 0.14% — -54,685 -100.0% Q3 2025 Nov 13, 2025
Georgetown University History Closed out 0 0 — 3.01% — -46,780 -100.0% Q3 2025 Nov 14, 2025
Gillson Capital LP History Closed out 0 0 — 0.73% — -43,700 -100.0% Q3 2025 Nov 14, 2025
Blue Door Asset Management, LLC History Closed out 0 0 — 3.77% — -37,300 -100.0% Q3 2025 Nov 14, 2025
STRATEGIC PLANNING GROUP, LLC History Closed out 0 0 — 0.86% — -33,005 -100.0% Q3 2025 Oct 23, 2025
Slow Capital, Inc. History Closed out 0 0 — 0.67% — -29,722 -100.0% Q3 2025 Oct 29, 2025
DUPONT CAPITAL MANAGEMENT CORP History Closed out 0 0 — 0.58% — -29,335 -100.0% Q3 2025 Oct 21, 2025
J. Goldman & Co LP History Closed out 0 0 — 0.13% — -26,300 -100.0% Q3 2025 Nov 14, 2025
BLI - Banque de Luxembourg Investments History Closed out 0 0 — 0.14% — -25,500 -100.0% Q3 2025 Nov 10, 2025
Baskin Financial Services Inc. History Closed out 0 0 — 0.34% — -23,798 -100.0% Q3 2025 Oct 09, 2025
Achmea Investment Management B.V. History Closed out 0 0 — 0.05% — -22,797 -100.0% Q3 2025 Nov 21, 2025
Timber Creek Capital Management LLC History Closed out 0 0 — 0.9% — -19,389 -100.0% Q3 2025 Nov 07, 2025
Carrera Capital Advisors History Closed out 0 0 — 0.59% — -17,060 -100.0% Q3 2025 Nov 04, 2025
Cornerstone Advisors, LLC History Closed out 0 0 — 0.1% — -15,700 -100.0% Q3 2025 Nov 07, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 — 0.09% — -14,836 -100.0% Q3 2025 Nov 13, 2025
Annandale Capital, LLC History Closed out 0 0 — 0.47% — -14,453 -100.0% Q3 2025 Nov 13, 2025
Legato Capital Management LLC History Closed out 0 0 — 0.3% — -14,300 -100.0% Q3 2025 Nov 12, 2025
LANDMARK INVESTMENT PARTNERS, L.P. History Closed out 0 0 — 0.84% — -14,300 -100.0% Q3 2025 Nov 14, 2025
Westerkirk Capital Inc. History Closed out 0 0 — 0.31% — -13,900 -100.0% Q3 2025 Nov 10, 2025
WealthShield Partners, LLC History Closed out 0 0 — 0.29% — -13,157 -100.0% Q3 2025 Oct 31, 2025
Beech Hill Advisors, Inc. History Closed out 0 0 — 0.95% — -10,551 -100.0% Q3 2025 Oct 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.04% — -8,821 -100.0% Q3 2025 Oct 14, 2025
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Closed out 0 0 — 0.59% — -8,613 -100.0% Q3 2025 Oct 16, 2025
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC History Closed out 0 0 — 1.58% — -8,054 -100.0% Q3 2025 Nov 07, 2025
Nippon Life Global Investors Americas, Inc. History Closed out 0 0 — 0.06% — -7,020 -100.0% Q3 2025 Oct 29, 2025
111 Capital History Closed out 0 0 — 0.23% — -6,352 -100.0% Q3 2025 Nov 12, 2025
Weaver Capital Management LLC History Closed out 0 0 — 0.26% — -6,268 -100.0% Q3 2025 Oct 20, 2025
Centiva Capital, LP History Closed out 0 0 — 0.01% — -6,000 -100.0% Q3 2025 Nov 14, 2025
Smith Group Asset Management, LLC History Closed out 0 0 — 0.07% — -6,000 -100.0% Q3 2025 Nov 13, 2025
ABLE Financial Group, LLC History Closed out 0 0 — 0.24% — -5,782 -100.0% Q3 2025 Oct 10, 2025
Beverly Hills Private Wealth, LLC History Closed out 0 0 — 0.18% — -5,262 -100.0% Q3 2025 Nov 10, 2025
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.13% — -4,646 -100.0% Q3 2025 Nov 13, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.11% — -4,481 -100.0% Q3 2025 Nov 12, 2025
Neo Ivy Capital Management History Closed out 0 0 — 0.21% — -4,374 -100.0% Q3 2025 Nov 12, 2025
Sienna Gestion History Closed out 0 0 — 0.05% — -3,954 -100.0% Q3 2025 Nov 13, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.11% — -3,830 -100.0% Q3 2025 Nov 14, 2025
JAMES INVESTMENT RESEARCH, INC. History Closed out 0 0 — 0.08% — -3,717 -100.0% Q3 2025 Oct 31, 2025
Harvest Fund Management Co., Ltd History Closed out 0 0 — 0.03% — -3,672 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 — 0.01% — -3,660 -100.0% Q3 2025 Nov 14, 2025
FJ Capital Management LLC History Closed out 0 0 — 0.72% — -3,507 -100.0% Q3 2025 Nov 14, 2025
SeaBridge Investment Advisors LLC History Closed out 0 0 — 0.11% — -3,450 -100.0% Q3 2025 Oct 22, 2025
Magnetar Financial LLC History Closed out 0 0 — 0.0% — -3,344 -100.0% Q3 2025 Nov 13, 2025
Main Street Financial Solutions, LLC History Closed out 0 0 — 0.04% — -3,304 -100.0% Q3 2025 Nov 14, 2025
New England Research & Management, Inc. History Closed out 0 0 — 0.28% — -3,150 -100.0% Q3 2025 Oct 06, 2025
Vista Cima Wealth Management LLC History Closed out 0 0 — 0.5% — -3,121 -100.0% Q3 2025 Nov 14, 2025
Intellus Advisors LLC History Closed out 0 0 — 0.08% — -3,056 -100.0% Q3 2025 Nov 12, 2025
Headlands Technologies LLC History Closed out 0 0 — 0.04% — -2,926 -100.0% Q3 2025 Nov 12, 2025
Farmers & Merchants Trust Co of Long Beach History Closed out 0 0 — 0.12% — -2,888 -100.0% Q3 2025 Oct 27, 2025
Astoria Portfolio Advisors LLC. History Closed out 0 0 — 0.14% — -2,825 -100.0% Q3 2025 Oct 09, 2025
Heartland Bank & Trust Co History Closed out 0 0 — 0.22% — -2,813 -100.0% Q3 2025 Nov 10, 2025
CAPITAL INSIGHT PARTNERS, LLC History Closed out 0 0 — 0.09% — -2,760 -100.0% Q3 2025 Oct 14, 2025
Fullerton Fund Management Co Ltd. History Closed out 0 0 — 0.02% — -2,665 -100.0% Q3 2025 Nov 14, 2025
FIRST FOUNDATION ADVISORS History Closed out 0 0 — 0.02% — -2,659 -100.0% Q3 2025 Nov 17, 2025
TFR Capital, LLC. History Closed out 0 0 — 0.16% — -2,462 -100.0% Q3 2025 Oct 31, 2025
Sustainable Insight Capital Management, LLC History Closed out 0 0 — 0.15% — -2,423 -100.0% Q3 2025 Nov 14, 2025
Wellington Shields Capital Management, LLC History Closed out 0 0 — 0.07% — -2,417 -100.0% Q3 2025 Nov 05, 2025
Canton Hathaway, LLC History Closed out 0 0 — 0.09% — -2,400 -100.0% Q3 2025 Oct 23, 2025
MARK ASSET MANAGEMENT LP History Closed out 0 0 — 0.03% — -2,228 -100.0% Q3 2025 Nov 14, 2025
Vigilare Wealth Management History Closed out 0 0 — 0.15% — -2,216 -100.0% Q3 2025 Oct 01, 2025
Avior Wealth Management, LLC History Closed out 0 0 — 0.01% — -2,204 -100.0% Q3 2025 Nov 14, 2025
Baader Bank Aktiengesellschaft History Closed out 0 0 — 0.03% — -2,180 -100.0% Q3 2025 Nov 06, 2025
Modern Wealth Management, LLC History Closed out 0 0 — 0.01% — -2,029 -100.0% Q3 2025 Nov 12, 2025
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 — 1.83% — -1,985 -100.0% Q3 2025 Feb 17, 2026
LWM Advisory Services, LLC History Closed out 0 0 — 0.22% — -1,925 -100.0% Q3 2025 Nov 25, 2025
CreativeOne Wealth, LLC History Closed out 0 0 — 0.01% — -1,919 -100.0% Q3 2025 Nov 13, 2025
Mechanics Bank Trust Department History Closed out 0 0 — 0.05% — -1,866 -100.0% Q3 2025 Oct 22, 2025
EVERPAR ADVISORS LLC History Closed out 0 0 — 0.14% — -1,786 -100.0% Q3 2025 Oct 17, 2025
RATIONAL ADVISORS, INC. History Closed out 0 0 — 0.03% — -1,748 -100.0% Q3 2025 Nov 12, 2025
MCDANIEL TERRY & CO History Closed out 0 0 — 0.03% — -1,737 -100.0% Q3 2025 Oct 22, 2025
WD RUTHERFORD LLC History Closed out 0 0 — 0.14% — -1,737 -100.0% Q3 2025 Oct 23, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 — 0.06% — -1,723 -100.0% Q3 2025 Nov 13, 2025
SPIREPOINT PRIVATE CLIENT, LLC History Closed out 0 0 — 0.03% — -1,688 -100.0% Q3 2025 Oct 22, 2025
SummitTX Capital, L.P. History Closed out 0 0 — 0.01% — -1,671 -100.0% Q3 2025 Nov 14, 2025
Baron Wealth Management LLC History Closed out 0 0 — 0.11% — -1,654 -100.0% Q3 2025 Oct 20, 2025
VIAWEALTH, LLC History Closed out 0 0 — 0.17% — -1,586 -100.0% Q3 2025 Nov 12, 2025
Verity Asset Management, Inc. History Closed out 0 0 — 0.1% — -1,582 -100.0% Q3 2025 Nov 14, 2025
Beacon Bank & Trust History Closed out 0 0 — 0.06% — -1,520 -100.0% Q3 2025 Oct 24, 2025
Hartford Funds Management Co LLC History Closed out 0 0 — 0.02% — -1,507 -100.0% Q3 2025 Nov 13, 2025
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 — 0.01% — -1,500 -100.0% Q3 2025 Oct 22, 2025
PRING TURNER CAPITAL GROUP INC History Closed out 0 0 — 0.17% — -1,484 -100.0% Q3 2025 Nov 07, 2025
TRANSATLANTIQUE PRIVATE WEALTH LLC History Closed out 0 0 — 0.09% — -1,475 -100.0% Q3 2025 Nov 10, 2025
Ariadne Wealth Management, LP History Closed out 0 0 — 0.12% — -1,452 -100.0% Q3 2025 Nov 20, 2025
CHILTON INVESTMENT CO INC. History Closed out 0 0 — 0.01% — -1,444 -100.0% Q3 2025 Nov 14, 2025
ARMISTICE CAPITAL, LLC History Closed out 0 0 — 0.0% — -1,444 -100.0% Q3 2025 Nov 17, 2025
Scientech Research LLC History Closed out 0 0 — 0.09% — -1,369 -100.0% Q3 2025 Nov 14, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 — 0.04% — -1,361 -100.0% Q3 2025 Nov 10, 2025
Avestar Capital, LLC History Closed out 0 0 — 0.02% — -1,324 -100.0% Q3 2025 Nov 07, 2025
VestGen Advisors, LLC History Closed out 0 0 — 0.01% — -1,302 -100.0% Q3 2025 Nov 14, 2025
QVR LLC History Closed out 0 0 — 0.03% — -1,300 -100.0% Q3 2025 Oct 27, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.01% — -1,258 -100.0% Q3 2025 Oct 30, 2025
Quantum Portfolio Management LLC History Closed out 0 0 — 0.07% — -1,224 -100.0% Q3 2025 Oct 29, 2025
Allen Capital Group, LLC History Closed out 0 0 — 0.02% — -1,223 -100.0% Q3 2025 Oct 27, 2025
TORRAY INVESTMENT PARTNERS LLC History Closed out 0 0 — 0.03% — -1,221 -100.0% Q3 2025 Oct 22, 2025
TIEMANN INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.09% — -1,207 -100.0% Q3 2025 Nov 13, 2025
Stablepoint Partners, LLC History Closed out 0 0 — 0.04% — -1,206 -100.0% Q3 2025 Nov 03, 2025
SOMERVILLE KURT F History Closed out 0 0 — 0.04% — -1,205 -100.0% Q3 2025 Nov 10, 2025
Traynor Capital Management, Inc. History Closed out 0 0 — 0.01% — -1,204 -100.0% Q3 2025 Nov 03, 2025
JT Stratford LLC History Closed out 0 0 — 0.03% — -1,202 -100.0% Q3 2025 Nov 12, 2025
Relyea Zuckerberg Hanson LLC History Closed out 0 0 — 0.02% — -1,198 -100.0% Q3 2025 Oct 21, 2025
YHB Investment Advisors, Inc. History Closed out 0 0 — 0.02% — -1,195 -100.0% Q3 2025 Oct 08, 2025
Beck Bode, LLC History Closed out 0 0 — 0.04% — -1,193 -100.0% Q3 2025 Nov 14, 2025
Koss-Olinger Consulting, LLC History Closed out 0 0 — 0.02% — -1,189 -100.0% Q3 2025 Oct 20, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.01% — -1,186 -100.0% Q3 2025 Nov 14, 2025
KEYNOTE FINANCIAL SERVICES LLC History Closed out 0 0 — 0.14% — -1,182 -100.0% Q3 2025 Oct 31, 2025
Hudson Bay Capital Management LP History Closed out 0 0 — 0.0% — -1,179 -100.0% Q3 2025 Dec 15, 2025
Essex Bank History Closed out 0 0 — 0.05% — -1,160 -100.0% Q3 2025 Nov 04, 2025
EagleClaw Capital Managment, LLC History Closed out 0 0 — 0.03% — -1,158 -100.0% Q3 2025 Nov 14, 2025
Charles Schwab Trust Co History Closed out 0 0 — 0.02% — -1,157 -100.0% Q3 2025 Oct 10, 2025
BLB&B Advisors, LLC History Closed out 0 0 — 0.01% — -1,145 -100.0% Q3 2025 Oct 31, 2025
Analyst IMS Investment Management Services Ltd. History Closed out 0 0 — 0.01% — -1,145 -100.0% Q3 2025 Oct 20, 2025
Maple Capital Management, Inc. History Closed out 0 0 — 0.01% — -1,139 -100.0% Q3 2025 Nov 21, 2025
TWIN FOCUS CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.03% — -1,135 -100.0% Q3 2025 Nov 12, 2025
FORBES J M & CO LLP History Closed out 0 0 — 0.02% — -1,128 -100.0% Q3 2025 Oct 28, 2025
Versor Investments LP History Closed out 0 0 — 0.04% — -1,123 -100.0% Q3 2025 Nov 06, 2025
FAIRFIELD, BUSH & CO. History Closed out 0 0 — 0.11% — -1,114 -100.0% Q3 2025 Nov 14, 2025
Cottage Street Advisors LLC History Closed out 0 0 — 0.09% — -1,109 -100.0% Q3 2025 Nov 13, 2025
Schrum Private Wealth Management LLC History Closed out 0 0 — 0.16% — -1,109 -100.0% Q3 2025 Nov 10, 2025
Cooper Financial Group History Closed out 0 0 — 0.02% — -1,106 -100.0% Q3 2025 Oct 07, 2025
Argyle Capital Partners, LLC History Closed out 0 0 — 0.15% — -1,100 -100.0% Q3 2025 Nov 14, 2025
Procyon Advisors, LLC History Closed out 0 0 — 0.01% — -1,099 -100.0% Q3 2025 Oct 28, 2025
Plancorp, LLC History Closed out 0 0 — 0.01% — -1,096 -100.0% Q3 2025 Oct 15, 2025
Silver Coast Investments LLC History Closed out 0 0 — 0.07% — -1,096 -100.0% Q3 2025 Oct 30, 2025
TCV Trust & Wealth Management, Inc. History Closed out 0 0 — 0.02% — -1,095 -100.0% Q3 2025 Oct 23, 2025
Essex LLC History Closed out 0 0 — 0.04% — -1,094 -100.0% Q3 2025 Oct 23, 2025
Cannell & Spears LLC History Closed out 0 0 — 0.0% — -1,091 -100.0% Q3 2025 Nov 14, 2025
Freestone Capital Holdings, LLC History Closed out 0 0 — 0.01% — -1,083 -100.0% Q3 2025 Nov 12, 2025
NWAM LLC History Closed out 0 0 — 0.01% — -1,079 -100.0% Q3 2025 Feb 04, 2026
BSW Wealth Partners History Closed out 0 0 — 0.03% — -1,077 -100.0% Q3 2025 Oct 15, 2025
PRECEDENT WEALTH PARTNERS, LLC History Closed out 0 0 — 0.05% — -1,074 -100.0% Q3 2025 Oct 14, 2025
North Berkeley Wealth Management, LLC History Closed out 0 0 — 0.16% — -1,074 -100.0% Q3 2025 Nov 04, 2025
Summit Asset Management, LLC History Closed out 0 0 — 0.03% — -1,072 -100.0% Q3 2025 Nov 06, 2025
Klingman & Associates, LLC History Closed out 0 0 — 0.01% — -1,064 -100.0% Q3 2025 Oct 27, 2025
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Closed out 0 0 — 0.06% — -1,060 -100.0% Q3 2025 Oct 23, 2025
BUILDER INVESTMENT GROUP INC /ADV History Closed out 0 0 — 0.05% — -1,053 -100.0% Q3 2025 Oct 14, 2025
MOSAIC FINANCIAL GROUP, LLC History Closed out 0 0 — 0.14% — -1,052 -100.0% Q3 2025 Nov 19, 2025
Arista Wealth Management, LLC History Closed out 0 0 — 0.03% — -1,048 -100.0% Q3 2025 Nov 06, 2025
Grant Private Wealth Management Inc History Closed out 0 0 — 0.12% — -1,047 -100.0% Q3 2025 Oct 07, 2025
Legacy Capital Group California, Inc. History Closed out 0 0 — 0.05% — -1,043 -100.0% Q3 2025 Nov 12, 2025
Segment Wealth Management, LLC History Closed out 0 0 — 0.01% — -1,042 -100.0% Q3 2025 Oct 20, 2025
Emprise Bank History Closed out 0 0 — 0.09% — -1,042 -100.0% Q3 2025 Oct 16, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.02% — -1,038 -100.0% Q3 2025 Oct 15, 2025
Caitong International Asset Management Co., Ltd History Reduced 4 0 — 0.1% — -746 -99.47% Q4 2025 Mar 03, 2026
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.01% — -611 -100.0% Q3 2025 Nov 06, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.04% — -559 -100.0% Q3 2025 Oct 08, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.04% — -435 -100.0% Q3 2025 Jan 12, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -350 -100.0% Q3 2025 Oct 07, 2025
Accordant Advisory Group Inc History Closed out 0 0 — 0.03% — -200 -100.0% Q3 2025 Oct 22, 2025
MEEDER ASSET MANAGEMENT INC History Reduced 1 0 — 0.0% — -194 -99.49% Q4 2025 Feb 11, 2026
Cloud Capital Management, LLC History Closed out 0 0 — 0.02% — -186 -100.0% Q3 2025 Nov 03, 2025
FIRST COMMUNITY TRUST NA History Closed out 0 0 — 0.03% — -180 -100.0% Q3 2025 Oct 07, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -122 -100.0% Q3 2025 Nov 14, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.02% — -120 -100.0% Q3 2025 Nov 06, 2025
Hurley Capital, LLC History Closed out 0 0 — 0.01% — -118 -100.0% Q3 2025 Nov 12, 2025
North Capital, Inc. History Closed out 0 0 — 0.02% — -118 -100.0% Q3 2025 Oct 09, 2025
Berbice Capital Management LLC History Closed out 0 0 — 0.01% — -100 -100.0% Q3 2025 Nov 12, 2025
Main Street Group, LTD History Closed out 0 0 — 0.0% — -80 -100.0% Q3 2025 Nov 07, 2025
Financial Life Planners History Closed out 0 0 — 0.01% — -78 -100.0% Q3 2025 Nov 13, 2025
Hanson & Doremus Investment Management History Closed out 0 0 — 0.0% — -73 -100.0% Q3 2025 Oct 15, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -72 -100.0% Q3 2025 Nov 13, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 — 0.01% — -69 -100.0% Q3 2025 Nov 12, 2025
Kentucky Trust Co History Closed out 0 0 — 0.01% — -52 -100.0% Q3 2025 Oct 14, 2025
Financial Gravity Asset Management, Inc. History Reduced 4 0 — 0.0% — -49 -92.45% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2025 Nov 13, 2025
MASECO LLP History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2025 Nov 12, 2025
ORG Wealth Partners, LLC History Closed out 0 0 — 0.0% — -43 -100.0% Q3 2025 Oct 24, 2025
Marquette Asset Management, LLC History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2025 Oct 24, 2025
Keener Financial Planning LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2025 Nov 07, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.01% — -25 -100.0% Q3 2025 Nov 07, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q3 2025 Oct 16, 2025
ESL Trust Services, LLC History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2025 Nov 04, 2025
JDM Financial Group LLC History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2025 Oct 21, 2025
Trifecta Capital Advisors, LLC History Closed out 0 0 — 0.0% — -16 -100.0% Q3 2025 Nov 03, 2025
Kozak & Associates, Inc. History Reduced 1 0 — 0.0% — -14 -93.33% Q4 2025 Jan 12, 2026
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2025 Oct 22, 2025
TSFG, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2025 Nov 04, 2025
Richardson Capital Management LLC History New 5 0 — — — +5 New Q4 2025 Jan 30, 2026
Luken Investment Analytics, LLC History New 5 0 — — — +5 New Q4 2025 Feb 03, 2026
LGT Financial Advisors LLC History Closed out 0 0 — — — -5 -100.0% Q3 2025 Nov 17, 2025
Inspire Investing, LLC History New 4 0 — — — +4 New Q4 2025 Feb 17, 2026
Quaker Wealth Management, LLC History Reduced 4 0 — 0.0% — -4 -50.0% Q4 2025 Jan 28, 2026
Rachor Investment Advisory Services, LLC History New 3 0 — — — +3 New Q4 2025 Jan 30, 2026
ROSS\JOHNSON & Associates LLC History Added to 4 0 — — — +3 300.0% Q4 2025 Feb 12, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 3 0 — — — +3 New Q4 2025 Mar 05, 2026
HORIZON FINANCIAL SERVICES, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2025 Nov 12, 2025
Whipplewood Advisors, LLC History New 2 0 — — — +2 New Q4 2025 Feb 17, 2026
Osbon Capital Management LLC History New 1 0 — — — +1 New Q4 2025 Mar 16, 2026
Davis Capital Management History Added to 3 0 — — — +1 50.0% Q4 2025 Jan 28, 2026
Breakwater Investment Management History Added to 3 0 — — — +1 50.0% Q4 2025 Feb 02, 2026
COUNTRY TRUST BANK History Closed out 0 0 — — — -1 -100.0% Q3 2025 Oct 28, 2025
Clean Yield Group History Closed out 0 0 — — — -1 -100.0% Q3 2025 Oct 23, 2025
Redwood Park Advisors LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 14, 2025
CALDWELL SUTTER CAPITAL, INC. History No change 5 0 — — — 0 0.0% Q4 2025 Jan 30, 2026
Friedenthal Financial History No change 4 0 — — — 0 0.0% Q4 2025 Jan 27, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 10, 2026