ARES CAPITAL CORP - ARCC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 130 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
MORGAN STANLEY History Added to 17,558,581 355,210 0.02% 0.02% 1 +341,578 1.98% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Reduced 12,673,579 256,387 0.21% 0.25% 2 -334,932 -2.57% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 11,201,905 226,614 0.04% 0.03% 3 +3,301,890 41.8% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Added to 9,151,963 185,144 0.03% 0.01% 4 +5,966,198 187.28% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 7,876,224 159,336 0.01% 0.01% 5 -999,590 -11.26% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 7,815,945 158,116 0.01% 0.01% 6 +1,586,549 25.47% Q4 2025 Feb 11, 2026
Legal & General Group Plc History Added to 5,408,067 109,432 0.02% 0.02% 7 +761,838 16.4% Q4 2025 Feb 09, 2026
Generali Asset Management SPA SGR History No change 5,052,119 102,204 2.09% 2.2% 8 0 0.0% Q4 2025 Feb 03, 2026
WELLS FARGO & COMPANY/MN History Added to 4,387,637 88,761 0.02% 0.02% 9 +63,796 1.48% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 4,210,365 85,175 0.02% 0.02% 10 +144,434 3.55% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 4,162,978 84,213 0.02% 0.02% 11 +370,927 9.78% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 3,910,852 79,116 0.01% 0.01% 12 +1,708,367 77.57% Q4 2025 Feb 17, 2026
Advisors Capital Management, LLC History Added to 3,566,790 72,156 0.85% 0.79% 13 +423,795 13.48% Q4 2025 Jan 29, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 3,542,772 71,670 1.07% 1.07% 14 -139,638 -3.79% Q4 2025 Jan 05, 2026
BlackRock, Inc. History Reduced 3,163,025 63,987 0.0% 0.0% 15 -77,793 -2.4% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,161,924 63,965 0.02% 0.02% 16 -64,744 -2.01% Q4 2025 Feb 18, 2026
Allen Investment Management, LLC History Reduced 3,086,449 62,438 0.69% 0.71% 17 -48,652 -1.55% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 3,014,381 60,982 0.01% — 18 +3,014,381 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,967,739 60,037 0.08% 0.07% 19 +710,957 31.5% Q4 2025 Feb 17, 2026
Evercore Wealth Management, LLC History Added to 2,938,357 59,442 0.87% 0.72% 20 +547,071 22.88% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 2,616,789 54,690 2.59% 2.59% 21 +138,857 5.6% Q4 2025 Jan 21, 2026
STIFEL FINANCIAL CORP History Reduced 2,602,005 52,638 0.05% 0.05% 22 -6,895 -0.26% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 2,572,212 52,038 0.08% 0.08% 23 +61,471 2.45% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 2,527,964 51,140 0.02% 0.01% 24 +1,515,989 149.8% Q4 2025 Feb 13, 2026
FMR LLC History Added to 2,503,635 50,648 0.0% 0.0% 25 +531,722 26.96% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 2,447,058 49,503 0.05% 0.07% 26 -565,957 -18.78% Q4 2025 Feb 06, 2026
OMERS ADMINISTRATION Corp History Added to 2,360,055 47,743 0.34% 0.32% 27 +154,541 7.01% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 2,251,437 45,546 0.08% 0.09% 28 +79,488 3.66% Q4 2025 Mar 16, 2026
ARES MANAGEMENT LLC History Added to 2,245,810 45,432 2.6% 1.9% 29 +191,434 9.32% Q4 2025 Feb 13, 2026
Progeny 3, Inc. History Added to 2,224,728 45,006 2.42% 2.24% 30 +99,010 4.66% Q4 2025 Feb 17, 2026
Muzinich & Co., Inc. History Added to 2,142,606 43,344 13.63% 12.93% 31 +502,493 30.64% Q4 2025 Jan 21, 2026
Border to Coast Pensions Partnership Ltd History Reduced 1,975,000 40,027 0.7% 0.71% 32 -25,000 -1.25% Q4 2025 Jan 26, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 1,760,158 35,607 0.09% 0.1% 33 -90,368 -4.88% Q4 2025 Feb 10, 2026
CCLA Investment Management History Reduced 1,703,144 34,454 0.55% 0.89% 34 -1,021,278 -37.49% Q4 2025 Jan 22, 2026
Parallax Volatility Advisers, L.P. History Added to 1,700,100 34,393 0.07% 0.05% 35 +10,000 0.59% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 1,671,274 33,809 0.02% 0.02% 36 +153,714 10.13% Q4 2025 Jan 23, 2026
Altshuler Shaham Ltd History New 1,650,000 33,379 0.51% — 37 +1,650,000 New Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History No change 1,644,729 33,272 0.03% 0.03% 38 0 0.0% Q4 2025 Feb 11, 2026
CAPITAL ADVISORS INC/OK History Added to 1,568,369 31,728 0.51% 0.53% 39 +13,060 0.84% Q4 2025 Jan 15, 2026
FRANKLIN RESOURCES INC History Added to 1,506,468 30,475 0.01% 0.01% 40 +214,937 16.64% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 1,473,064 29,800 0.03% 0.03% 41 +82,633 5.94% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,451,720 29,368 0.01% 0.02% 42 -765,676 -34.53% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Added to 1,363,669 27,662 0.05% 0.03% 43 +484,867 55.17% Q4 2025 Feb 13, 2026
Michael & Susan Dell Foundation History New 1,289,594 26,088 0.9% — 44 +1,289,594 New Q4 2025 Feb 17, 2026
BRUNI J V & CO /CO History Added to 1,277,403 25,841 2.54% 2.63% 45 +3,094 0.24% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,275,267 25,798 0.0% 0.01% 46 -1,289,989 -50.29% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Reduced 1,238,826 25,061 0.0% 0.0% 47 -180,526 -12.72% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 1,217,900 24,638 0.05% 0.1% 48 -1,256,600 -50.78% Q4 2025 Feb 17, 2026
SPINNAKER TRUST History Added to 1,210,941 24,497 1.31% 1.17% 49 +176,040 17.01% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Added to 1,198,926 24,254 0.06% 0.06% 50 +41,118 3.55% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 1,191,114 24,090 0.03% 0.04% 51 +1,652 0.14% Q4 2025 Mar 09, 2026
STEPHENS INC /AR/ History Reduced 1,136,260 22,986 0.29% 0.31% 52 -38,562 -3.28% Q4 2025 Feb 05, 2026
Baird Financial Group, Inc. History Added to 1,075,147 21,750 0.03% 0.03% 53 +102,687 10.56% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,073,821 21,723 0.01% 0.01% 54 +403,429 60.18% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,051,488 21,272 0.06% 0.06% 55 -19,411 -1.81% Q4 2025 Feb 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 1,008,351 20,398 0.03% — 56 +1,008,351 New Q4 2025 Feb 17, 2026
SAGE ADVISORS, LLC History Reduced 955,548 19,330 12.82% 15.12% 57 -78,430 -7.59% Q4 2025 Jan 13, 2026
iA Global Asset Management Inc. History Added to 901,098 18,229 0.23% 0.23% 58 +79,736 9.71% Q4 2025 Feb 05, 2026
MARSHALL WACE, LLP History Reduced 895,988 18,125 0.02% 0.04% 59 -914,055 -50.5% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 841,558 17,024 0.0% 0.0% 60 +140,099 19.97% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 832,413 16,839 0.15% 0.05% 61 +594,889 250.45% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 829,974 16,790 0.02% 0.03% 62 -258,044 -23.72% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Added to 817,833 16,544 0.0% 0.0% 63 +298,533 57.49% Q4 2025 Feb 12, 2026
Melia Wealth LLC History Added to 810,232 16,390 7.58% 7.16% 64 +8,531 1.06% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Added to 808,636 16,358 0.02% 0.01% 65 +485,820 150.49% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 802,561 16,235 0.0% 0.01% 66 -59,799 -6.93% Q4 2025 Feb 10, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 792,585 16,033 0.81% 0.82% 67 +22,127 2.87% Q4 2025 Feb 03, 2026
Neuberger Berman Group LLC History Reduced 774,721 15,672 0.01% 0.01% 68 -8,763 -1.12% Q4 2025 Feb 13, 2026
Edgemoor Investment Advisors, Inc. History Added to 704,973 14,261 1.11% 1.11% 69 +934 0.13% Q4 2025 Feb 10, 2026
HBK INVESTMENTS L P History Added to 700,000 14,161 0.11% 0.03% 70 +550,000 366.67% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 698,927 14,139 0.02% 0.0% 71 +619,172 776.34% Q4 2025 Feb 13, 2026
Estate Planners Group, LLC History New 678,831 13,732 5.95% — 72 +678,831 New Q4 2025 Apr 07, 2026
TECTONIC ADVISORS LLC History Added to 662,533 13,403 0.71% 0.67% 73 +64,491 10.78% Q4 2025 Jan 23, 2026
D. E. Shaw & Co., Inc. History New 630,267 12,750 0.01% — 74 +630,267 New Q4 2025 Feb 17, 2026
Naviter Wealth, LLC History Reduced 628,224 12,708 1.66% 1.54% 75 -19,640 -3.03% Q4 2025 Jan 21, 2026
Lido Advisors, LLC History Reduced 616,960 12,537 0.04% 0.04% 76 -7,101 -1.14% Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Reduced 617,702 12,496 0.08% 0.12% 77 -282,224 -31.36% Q4 2025 Jan 29, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 613,371 12,408 0.52% 0.49% 78 +55,879 10.02% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 575,641 11,961 0.29% 0.31% 79 +3,684 0.64% Q4 2025 Jan 28, 2026
Bayview Asset Management, LLC History New 570,032 11,531 2.67% — 80 +570,032 New Q4 2025 Feb 13, 2026
Columbus Macro, LLC History Added to 554,804 11,223 1.23% 1.17% 81 +49,758 9.85% Q4 2025 Jan 15, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 551,786 11,162 0.33% 0.31% 82 -12,681 -2.25% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History Reduced 544,100 11,007 0.02% 0.03% 83 -206,000 -27.46% Q4 2025 Feb 06, 2026
Bell Bank History Added to 534,586 10,814 0.46% 0.47% 84 +4,392 0.83% Q4 2025 Jan 14, 2026
LGT Group Foundation History Added to 518,349 10,517 0.11% 0.12% 85 +9,438 1.85% Q4 2025 Feb 05, 2026
Gilbert & Cook, Inc. History Reduced 501,354 10,142 1.27% 2.03% 86 -271,818 -35.16% Q4 2025 Jan 07, 2026
Steward Partners Investment Advisory, LLC History Reduced 491,587 9,944 0.05% 0.06% 87 -6,112 -1.23% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Reduced 488,537 9,883 0.01% 0.02% 88 -405,297 -45.34% Q4 2025 Feb 17, 2026
VISTA FINANCE, LLC History Reduced 485,910 9,829 6.5% 8.22% 89 -120,835 -19.92% Q4 2025 Jan 27, 2026
XTX Topco Ltd History New 482,915 9,769 0.26% — 90 +482,915 New Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 467,328 9,454 0.02% 0.02% 91 -17,644 -3.64% Q4 2025 Feb 12, 2026
SCS Capital Management LLC History Reduced 453,686 9,178 0.1% 0.1% 92 -886 -0.19% Q4 2025 Feb 10, 2026
STATE STREET CORP History Added to 449,345 9,090 0.0% 0.0% 93 +71,903 19.05% Q4 2025 Feb 13, 2026
GRITSTONE ASSET MANAGEMENT LLC History Added to 446,855 9,039 8.62% 9.38% 94 +101 0.02% Q4 2025 Jan 23, 2026
Quantbot Technologies LP History Added to 446,577 9,034 0.3% 0.05% 95 +354,105 382.93% Q4 2025 Feb 10, 2026
Invesco Ltd. History Reduced 442,927 8,960 0.0% 0.01% 96 -2,316,015 -83.95% Q4 2025 Feb 19, 2026
Kestra Advisory Services, LLC History Added to 442,916 8,960 0.04% 0.04% 97 +12,077 2.8% Q4 2025 Feb 13, 2026
Advisors Asset Management, Inc. History Reduced 430,671 8,712 0.15% 0.15% 98 -12,213 -2.76% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 421,141 8,519 0.12% 0.1% 99 +16,031 3.96% Q4 2025 Feb 02, 2026
MGO ONE SEVEN LLC History Added to 416,529 8,426 0.17% 0.19% 100 +11,451 2.83% Q4 2025 Feb 03, 2026
Obermeyer Wealth Partners History Added to 413,151 8,358 0.38% 0.35% 101 +42,992 11.61% Q4 2025 Jan 29, 2026
Boston Partners History Reduced 412,739 8,349 0.01% 0.01% 102 -45,988 -10.03% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Reduced 409,535 8,284 0.15% 0.16% 103 -485 -0.12% Q4 2025 Jan 23, 2026
DENALI ADVISORS LLC History Reduced 392,429 7,938 0.88% 1.03% 104 -53,677 -12.03% Q4 2025 Feb 03, 2026
Liberty Mutual Group Asset Management Inc. History New 389,962 7,888 0.75% — 105 +389,962 New Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 389,766 7,884 0.03% — 106 +389,766 New Q4 2025 Feb 13, 2026
&PARTNERS History Added to 382,138 7,730 0.04% 0.03% 107 +166,374 77.11% Q4 2025 Feb 17, 2026
Rathbones Group PLC History Reduced 379,324 7,673 0.03% 0.04% 108 -59,483 -13.56% Q4 2025 Feb 06, 2026
one8zero8, LLC History Reduced 374,972 7,585 1.65% 1.65% 109 -225 -0.06% Q4 2025 Feb 17, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History Reduced 373,058 7,546 0.35% 0.36% 110 -13,479 -3.49% Q4 2025 Feb 12, 2026
Jump Financial, LLC History Added to 372,695 7,539 0.09% 0.05% 111 +176,860 90.31% Q4 2025 Feb 17, 2026
ROMANO BROTHERS AND COMPANY History Added to 365,907 7,402 0.84% 0.83% 112 +9,563 2.68% Q4 2025 Jan 14, 2026
SFMG, LLC History Reduced 364,892 7,381 0.49% 0.52% 113 -252 -0.07% Q4 2025 Feb 10, 2026
Crestwood Advisors Group, LLC History Added to 364,735 7,378 0.12% 0.09% 114 +98,050 36.77% Q4 2025 Feb 03, 2026
Enstar Group LTD History Reduced 354,955 7,180 2.78% 3.73% 115 -140,157 -28.31% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 347,257 7,025 0.09% 0.09% 116 +60,455 21.08% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History Reduced 345,987 6,999 0.09% 0.11% 117 -75,897 -17.99% Q4 2025 Feb 09, 2026
Creative Planning History Added to 345,689 6,993 0.01% 0.0% 118 +81,659 30.93% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Reduced 343,175 6,942 0.15% 0.16% 119 -15,126 -4.22% Q4 2025 Feb 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 336,154 6,921 0.01% 0.01% 120 -56,189 -14.32% Q4 2025 Jan 08, 2026
Private Advisor Group, LLC History Reduced 332,780 6,732 0.03% 0.03% 121 -14,286 -4.12% Q4 2025 Feb 17, 2026
Smith Asset Management Co., LLC History Added to 315,198 6,376 5.26% 5.15% 122 +18,675 6.3% Q4 2025 Feb 19, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 313,458 6,341 0.43% 0.45% 123 +37,567 13.62% Q4 2025 Feb 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 312,340 6,318 0.01% — 124 +312,340 New Q4 2025 Feb 13, 2026
Walleye Trading LLC History Reduced 311,300 6,297 0.01% 0.01% 125 -146,300 -31.97% Q4 2025 Feb 13, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 310,420 6,279 3.4% 3.33% 126 +19,866 6.84% Q4 2025 Jan 28, 2026
Prairiewood Capital, LLC History Added to 303,282 6,135 1.9% 1.67% 127 +56,465 22.88% Q4 2025 Jan 26, 2026
ICG Advisors, LLC History New 298,567 6,107 16.5% — 128 +298,567 New Q4 2025 Jan 28, 2026
Sargent Investment Group, LLC History Reduced 282,916 5,723 0.72% 0.84% 129 -7,201 -2.48% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 282,508 5,715 0.05% 0.05% 130 +29,510 11.66% Q4 2025 Jan 26, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 264,618 5,353 0.01% 54.6% 131 -311,667 -54.08% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 261,228 5,284 0.12% 0.13% 132 -3,960 -1.49% Q4 2025 Jan 27, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 257,855 5,216 0.15% 0.14% 133 +14,530 5.97% Q4 2025 Jan 12, 2026
Russell Investments Group, Ltd. History Added to 257,537 5,209 0.01% 0.0% 134 +253,684 6584.06% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Reduced 256,932 5,197 0.04% 0.07% 135 -161,706 -38.63% Q4 2025 Feb 18, 2026
Skandinaviska Enskilda Banken AB (publ) History No change 252,555 5,109 0.02% 0.02% 136 0 0.0% Q4 2025 Feb 12, 2026
Mirador Capital Partners LP History Added to 252,301 5,104 0.7% 0.72% 137 +1,951 0.78% Q4 2025 Jan 14, 2026
Ensign Peak Advisors, Inc History New 250,000 5,057 0.01% — 138 +250,000 New Q4 2025 Feb 12, 2026
Challenger Wealth Management History Added to 245,791 4,972 3.79% 3.87% 139 +3,437 1.42% Q4 2025 Feb 17, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 241,090 4,877 0.28% 0.31% 140 +57,834 31.56% Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Added to 232,467 4,702 0.01% 0.01% 141 +37,060 18.97% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 232,191 4,697 0.01% — 142 +232,191 New Q4 2025 Feb 17, 2026
CONDOR CAPITAL MANAGEMENT History Added to 231,926 4,691 0.38% 0.39% 143 +1,577 0.68% Q4 2025 Feb 06, 2026
Perennial Advisors, LLC History Added to 230,925 4,671 0.78% 0.76% 144 +15,293 7.09% Q4 2025 Jan 12, 2026
AE Wealth Management LLC History Added to 230,033 4,653 0.03% 0.03% 145 +35,119 18.02% Q4 2025 Jan 26, 2026
Wealthcare Advisory Partners LLC History Added to 228,531 4,623 0.09% 0.08% 146 +29,649 14.91% Q4 2025 Jan 14, 2026
CWM, LLC History Reduced 222,421 4,500 0.01% 0.02% 147 -101,822 -31.4% Q4 2025 Jan 26, 2026
Mariner, LLC History Added to 219,727 4,445 0.01% 0.01% 148 +8,220 3.89% Q4 2025 Feb 13, 2026
Baugh & Associates, LLC History Reduced 230,450 4,293 2.11% 2.2% 149 -6,412 -2.71% Q4 2025 Jan 14, 2026
Apollon Wealth Management, LLC History Reduced 211,837 4,285 0.07% 0.08% 150 -10,620 -4.77% Q4 2025 Jan 22, 2026
HB Wealth Management, LLC History Added to 211,494 4,278 0.03% 0.02% 151 +43,418 25.83% Q4 2025 Jan 28, 2026
Meridian Wealth Management, LLC History Added to 207,458 4,196 0.15% 0.15% 152 +14,901 7.74% Q4 2025 Feb 04, 2026
Marble Wealth, LLC History New 206,813 4,183 0.58% — 153 +206,813 New Q4 2025 Feb 10, 2026
Truvestments Capital LLC History Reduced 198,426 4,014 0.73% 0.74% 154 -2,238 -1.12% Q4 2025 Feb 13, 2026
M&G Plc History Added to 200,000 4,000 0.02% 0.02% 155 +35,000 21.21% Q4 2025 Feb 12, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 196,275 3,970 0.98% 0.76% 156 +50,909 35.02% Q4 2025 Jan 23, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 195,514 3,955 0.01% 0.01% 157 +19,206 10.89% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Added to 193,377 3,912 0.32% 0.34% 158 +2,608 1.37% Q4 2025 Jan 23, 2026
Aquatic Capital Management LLC History Added to 191,620 3,876 0.11% 0.06% 159 +35,884 23.04% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History No change 191,136 3,866 0.13% 0.13% 160 0 0.0% Q4 2025 Feb 09, 2026
CIBC WORLD MARKET INC. History Added to 189,221 3,827 0.01% 0.01% 161 +6,514 3.57% Q4 2025 Feb 10, 2026
Independent Advisor Alliance History New 185,192 3,746 0.09% — 162 +185,192 New Q4 2025 Feb 04, 2026
Waverly Advisors, LLC History Reduced 182,575 3,693 0.03% 0.04% 163 -21,479 -10.53% Q4 2025 Feb 17, 2026
Parkwood LLC History No change 178,402 3,609 0.28% 0.33% 164 0 0.0% Q4 2025 Feb 17, 2026
Cottage Street Advisors LLC History Reduced 177,852 3,597 1.52% 1.58% 165 -4,678 -2.56% Q4 2025 Jan 26, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 174,846 3,573 0.57% 0.61% 166 -9,115 -4.95% Q4 2025 Jan 08, 2026
Closed-End Fund Advisors, Inc. History New 170,922 3,457 2.04% — 167 +170,922 New Q4 2025 Feb 11, 2026
Providence Capital Advisors, LLC History Added to 169,551 3,430 0.58% 0.58% 168 +5,821 3.56% Q4 2025 Feb 12, 2026
Baker Avenue Asset Management, LP History Added to 168,438 3,407 0.08% 0.08% 169 +14,240 9.23% Q4 2025 Feb 10, 2026
Squarepoint Ops LLC History Added to 167,710 3,392 0.0% 0.0% 170 +156,074 1341.3% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Added to 166,630 3,370 0.22% 0.18% 171 +42,157 33.87% Q4 2025 Feb 20, 2026
Joel Isaacson & Co., LLC History Reduced 165,460 3,347 0.11% 0.13% 172 -9,161 -5.25% Q4 2025 Jan 30, 2026
MARATHON CAPITAL MANAGEMENT History Added to 164,845 3,334 0.72% 0.74% 173 +7,125 4.52% Q4 2025 Jan 29, 2026
Newbridge Financial Services Group, Inc. History Added to 164,770 3,333 0.52% 0.35% 174 +49,187 42.56% Q4 2025 Jan 21, 2026
SlateStone Wealth, LLC History Reduced 163,644 3,311 0.28% 0.3% 175 -6,904 -4.05% Q4 2025 Feb 11, 2026
Sigma Planning Corp History Added to 163,477 3,307 0.09% 0.09% 176 +15,212 10.26% Q4 2025 Jan 30, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 162,125 3,279 0.23% 0.25% 177 0 0.0% Q4 2025 Jan 14, 2026
IHT Wealth Management, LLC History Added to 159,277 3,222 0.08% 0.08% 178 +3,905 2.51% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 158,758 3,211 0.01% 0.01% 179 0 0.0% Q4 2025 Jan 28, 2026
Bank of New York Mellon Corp History Reduced 156,642 3,168 0.0% 0.0% 180 -1,044 -0.66% Q4 2025 Feb 10, 2026
BBR PARTNERS, LLC History Added to 156,217 3,160 0.17% 0.18% 181 +6 0.0% Q4 2025 Feb 11, 2026
Waterloo Capital, L.P. History Added to 155,456 3,144 0.23% 0.23% 182 +4,720 3.13% Q4 2025 Feb 10, 2026
Cornerstone Select Advisors, LLC History Added to 154,525 3,126 2.17% 2.19% 183 +8,421 5.76% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 154,514 3,125 0.01% 0.01% 184 +20,339 15.16% Q4 2025 Feb 18, 2026
Curated Wealth Partners LLC History No change 153,208 3,099 0.33% 0.38% 185 0 0.0% Q4 2025 Jan 12, 2026
Intellectus Partners, LLC History Added to 150,388 3,042 0.59% 0.49% 186 +27,230 22.11% Q4 2025 Feb 10, 2026
Orion Porfolio Solutions, LLC History Reduced 149,363 3,021 0.02% 0.03% 187 -12,330 -7.63% Q4 2025 Feb 12, 2026
Granite FO LLC History Reduced 149,310 3,020 1.61% 1.83% 188 -16,205 -9.79% Q4 2025 Feb 06, 2026
Uniplan Investment Counsel, Inc. History Reduced 149,119 3,016 0.3% 0.3% 189 -2,176 -1.44% Q4 2025 Feb 17, 2026
Cornerstone Advisory, LLC History Added to 145,943 2,952 0.28% 0.03% 190 +132,943 1022.64% Q4 2025 Jan 28, 2026
Hennion & Walsh Asset Management, Inc. History Added to 145,688 2,947 0.1% 0.09% 191 +21,508 17.32% Q4 2025 Jan 14, 2026
STABLEFORD CAPITAL II LLC History Added to 145,641 2,946 1.06% 0.61% 192 +62,768 75.74% Q4 2025 Jan 13, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 144,928 2,931 0.16% 0.16% 193 -2,656 -1.8% Q4 2025 Jan 09, 2026
COMERICA BANK History Reduced 144,661 2,926 0.01% 0.01% 194 -15,555 -9.71% Q4 2025 Jan 29, 2026
Banque Cantonale Vaudoise History No change 144,000 2,913 0.1% 0.11% 195 0 0.0% Q4 2025 Feb 06, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 141,764 2,867 0.07% 0.08% 196 -9,075 -6.02% Q4 2025 Jan 23, 2026
Argent Trust Co History Added to 140,154 2,835 0.1% 0.1% 197 +1,692 1.22% Q4 2025 Feb 10, 2026
Taylor Frigon Capital Management LLC History Added to 138,683 2,805 1.42% 1.31% 198 +9,625 7.46% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Added to 138,129 2,794 0.03% 0.02% 199 +64,634 87.94% Q4 2025 Jan 23, 2026
IEQ CAPITAL, LLC History Added to 136,847 2,768 0.01% 0.01% 200 +26,248 23.73% Q4 2025 Feb 13, 2026
TICINO WEALTH History New 133,150 2,693 1.0% — 201 +133,150 New Q4 2025 Jan 27, 2026
Arkadios Wealth Advisors History Added to 130,900 2,648 0.05% 0.06% 202 +4,896 3.89% Q4 2025 Feb 13, 2026
Aberdeen Group plc History No change 130,322 2,636 0.0% 0.0% 203 0 0.0% Q4 2025 Jan 16, 2026
Larson Financial Group LLC History Reduced 130,255 2,635 0.09% 0.1% 204 -6,744 -4.92% Q4 2025 Feb 06, 2026
TRUIST FINANCIAL CORP History Added to 130,111 2,632 0.0% 0.0% 205 +6,100 4.92% Q4 2025 Feb 02, 2026
Mesirow Financial Investment Management, Inc. History Reduced 129,933 2,628 0.05% 0.13% 206 -215,809 -62.42% Q4 2025 Feb 05, 2026
NewEdge Wealth, LLC History Added to 129,540 2,620 0.03% 0.03% 207 +18,870 17.05% Q4 2025 Feb 03, 2026
Brendel Financial Advisors LLC History Added to 128,028 2,590 1.27% 1.28% 208 +5,876 4.81% Q4 2025 Jan 26, 2026
FourThought Financial Partners, LLC History Added to 127,369 2,576 0.22% 0.21% 209 +8,801 7.42% Q4 2025 Feb 06, 2026
Gateway Wealth Partners, LLC History Added to 127,292 2,575 0.29% 0.31% 210 +13,051 11.42% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Reduced 126,166 2,552 0.0% 0.0% 211 -11,402 -8.29% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Added to 125,441 2,537 0.03% 0.01% 212 +83,192 196.91% Q4 2025 Feb 17, 2026
Sciencast Management LP History New 125,036 2,529 0.35% — 213 +125,036 New Q4 2025 Feb 17, 2026
LFG Wealth Partners, LLC History New 121,653 2,461 1.57% — 214 +121,653 New Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 118,580 2,398 0.02% 0.0% 215 -10,433 -8.09% Q4 2025 Feb 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 117,093 2,368 0.5% 0.61% 216 +3,168 2.78% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 114,164 2,309 0.0% 0.0% 217 +6,595 6.13% Q4 2025 Feb 06, 2026
CreativeOne Wealth, LLC History Reduced 112,735 2,280 0.06% 0.06% 218 -13,310 -10.56% Q4 2025 Feb 13, 2026
Whipplewood Advisors, LLC History Added to 112,490 2,275 1.46% 0.98% 219 +39,382 53.87% Q4 2025 Feb 17, 2026
Palogic Value Management, L.P. History Added to 110,571 2,236 0.93% 0.9% 220 +619 0.56% Q4 2025 Feb 17, 2026
GLOBAL STRATEGIC MANAGEMENT INC History New 109,241 2,217 1.85% — 221 +109,241 New Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History Reduced 106,658 2,157 0.06% 0.14% 222 -478 -0.45% Q4 2025 Feb 10, 2026
ExodusPoint Capital Management, LP History New 106,134 2,147 0.02% — 223 +106,134 New Q4 2025 Feb 17, 2026
United Advisor Group, LLC History Added to 105,601 2,136 0.27% 0.29% 224 +170 0.16% Q4 2025 Jan 26, 2026
Sculati Wealth Management, LLC History Reduced 105,476 2,133 0.75% 0.77% 225 -1,499 -1.4% Q4 2025 Feb 05, 2026
Plan Group Financial, LLC History Added to 104,507 2,114 0.55% 0.54% 226 +5,211 5.25% Q4 2025 Feb 03, 2026
Bramshill Investments, LLC History Added to 104,362 2,111 0.12% 0.09% 227 +39,537 60.99% Q4 2025 Feb 17, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 104,163 2,107 0.16% 0.22% 228 -5,586 -5.09% Q4 2025 Jan 27, 2026
Essex Financial Services, Inc. History Reduced 103,962 2,103 0.12% 0.14% 229 -14,832 -12.49% Q4 2025 Feb 10, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 102,041 2,064 0.09% — 230 +102,041 New Q4 2025 Feb 17, 2026
RIVERBRIDGE PARTNERS LLC History Added to 101,851 2,060 0.04% 0.02% 231 +42,951 72.92% Q4 2025 Jan 13, 2026
Family Manage LLC History Added to 101,143 2,046 0.26% 0.17% 232 +39,404 63.82% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 100,374 2,030 0.01% 0.01% 233 0 0.0% Q4 2025 Feb 17, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 99,760 2,018 0.07% 0.08% 234 +1,525 1.55% Q4 2025 Jan 28, 2026
Texas Yale Capital Corp. History Added to 98,550 1,993 0.06% 0.06% 235 +1,080 1.11% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Added to 98,293 1,988 0.03% 0.03% 236 +10,968 12.56% Q4 2025 Feb 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 97,796 1,978 0.02% 0.03% 237 -1,746 -1.75% Q4 2025 Jan 29, 2026
BankPlus Trust Department History Reduced 95,432 1,930 0.5% 0.54% 238 -2,978 -3.03% Q4 2025 Jan 27, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 92,495 1,871 0.44% 0.45% 239 +3,671 4.13% Q4 2025 Jan 26, 2026
Atlantic Union Bankshares Corp History Reduced 91,634 1,853 0.03% 0.04% 240 -3,573 -3.75% Q4 2025 Feb 04, 2026
Kingsview Wealth Management, LLC History Added to 90,692 1,834 0.03% 0.03% 241 +2,598 2.95% Q4 2025 Feb 09, 2026
Jaffetilchin Investment Partners, LLC History Reduced 89,801 1,816 0.11% 0.11% 242 -4,306 -4.58% Q4 2025 Jan 15, 2026
Stonebridge Financial Planning Group, LLC History Reduced 88,715 1,794 0.65% 0.69% 243 -798 -0.89% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Added to 88,601 1,792 0.01% 0.01% 244 +30,195 51.7% Q4 2025 Jan 29, 2026
Integras Partners LLC History Added to 87,483 1,769 1.43% 1.4% 245 +2,727 3.22% Q4 2025 Jan 29, 2026
WHITTIER TRUST CO History New 85,383 1,758 0.02% — 246 +85,383 New Q4 2025 Jan 26, 2026
J.W. COLE ADVISORS, INC. History Reduced 92,681 1,729 0.04% 0.04% 247 -3,870 -4.01% Q4 2025 Feb 11, 2026
Bank of New Hampshire History New 83,657 1,692 0.38% — 248 +83,657 New Q4 2025 Mar 16, 2026
Jefferies Financial Group Inc. History Reduced 83,052 1,680 0.01% 0.02% 249 -89,749 -51.94% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 83,018 1,679 0.0% 0.0% 250 +5,750 7.44% Q4 2025 Feb 17, 2026
Virtu Financial LLC History New 82,612 1,671 0.06% — 251 +82,612 New Q4 2025 Feb 23, 2026
Stiles Financial Services Inc History Reduced 82,404 1,667 0.51% 0.54% 252 -1,290 -1.54% Q4 2025 Feb 03, 2026
Ayrshire Capital Management LLC History Added to 82,271 1,664 0.76% 0.74% 253 +3,804 4.85% Q4 2025 Jan 28, 2026
Savant Capital, LLC History Reduced 81,906 1,656 0.01% 0.01% 254 -5,264 -6.04% Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History Added to 81,132 1,641 0.0% 0.0% 255 +3,064 3.92% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 80,223 1,622 0.0% 0.0% 256 -1,966 -2.39% Q4 2025 Feb 18, 2026
RDA Financial Network History Added to 80,098 1,620 0.39% 0.4% 257 +602 0.76% Q4 2025 Jan 06, 2026
Vestmark Advisory Solutions, Inc. History Added to 79,580 1,609 0.02% 0.01% 258 +64,486 427.23% Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 79,580 1,609 0.08% 0.11% 259 +1,495 1.91% Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 79,216 1,602 0.01% 0.01% 260 +19,637 32.96% Q4 2025 Feb 17, 2026
Brown Miller Wealth Management, LLC History Reduced 78,198 1,581 0.44% 0.48% 261 -5,232 -6.27% Q4 2025 Jan 23, 2026
Samalin Investment Counsel, LLC History Added to 77,772 1,573 0.56% 0.52% 262 +4,400 6.0% Q4 2025 Jan 30, 2026
1832 Asset Management L.P. History Added to 76,300 1,543 0.0% 0.0% 263 +10,705 16.32% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 76,077 1,539 0.03% 0.03% 264 +1,352 1.81% Q4 2025 Feb 06, 2026
Register Financial Advisors LLC History Added to 75,888 1,535 0.6% 0.6% 265 +600 0.8% Q4 2025 Jan 21, 2026
Savvy Advisors, Inc. History Added to 75,145 1,520 0.05% 0.06% 266 +7,713 11.44% Q4 2025 Jan 20, 2026
Marex Group plc History New 74,779 1,512 0.01% — 267 +74,779 New Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History Added to 74,153 1,500 0.02% 0.02% 268 +4,700 6.77% Q4 2025 Jan 29, 2026
Snowden Capital Advisors LLC History Reduced 73,604 1,489 0.04% 0.06% 269 -31,147 -29.73% Q4 2025 Feb 17, 2026
Lansforsakringar Fondforvaltning AB (publ) History New 73,056 1,477 0.01% — 270 +73,056 New Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 72,679 1,470 0.0% 0.0% 271 +37,044 103.95% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 72,621 1,469 0.05% 0.04% 272 +10,791 17.45% Q4 2025 Jan 14, 2026
Summit Financial, LLC History Added to 72,478 1,466 0.02% 0.02% 273 +503 0.7% Q4 2025 Feb 13, 2026
Legacy Capital Wealth Partners, LLC History Added to 72,298 1,462 0.31% 0.29% 274 +7,954 12.36% Q4 2025 Jan 16, 2026
GC Wealth Management RIA, LLC History Added to 72,128 1,459 0.05% 0.05% 275 +4,518 6.68% Q4 2025 Jan 30, 2026
Eos Management, L.P. History New 70,000 1,416 0.55% — 276 +70,000 New Q4 2025 Mar 12, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 69,975 1,415 0.11% 0.11% 277 +1,600 2.34% Q4 2025 Feb 04, 2026
Tidal Investments LLC History Reduced 67,753 1,370 0.0% 0.0% 278 -3,640 -5.1% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 67,618 1,367 0.0% 0.0% 279 +17,300 34.38% Q4 2025 Jan 30, 2026
CASTLE WEALTH MANAGEMENT LLC History Added to 67,007 1,355 0.45% 0.44% 280 +2,620 4.07% Q4 2025 Jan 22, 2026
Western Wealth Management, LLC History Added to 66,759 1,350 0.06% 0.07% 281 +702 1.06% Q4 2025 Feb 05, 2026
CAXTON ASSOCIATES LLP History New 66,689 1,349 0.03% — 282 +66,689 New Q4 2025 Feb 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History New 66,661 1,348 0.01% — 283 +66,661 New Q4 2025 Feb 17, 2026
Carnegie Lake Advisors LLC History Reduced 66,113 1,337 0.51% 0.52% 284 -53 -0.08% Q4 2025 Feb 10, 2026
GoalVest Advisory LLC History Reduced 65,971 1,334 0.26% 0.33% 285 -9,333 -12.39% Q4 2025 Jan 05, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 65,641 1,327 0.0% 0.0% 286 +717 1.1% Q4 2025 Feb 17, 2026
Permanens Capital L.P. History No change 65,544 1,325 0.17% 0.2% 287 0 0.0% Q4 2025 Feb 17, 2026
Linden Thomas Advisory Services, LLC History Added to 65,356 1,322 0.13% 0.13% 288 +1,778 2.8% Q4 2025 Jan 16, 2026
Wilmington Savings Fund Society, FSB History No change 65,029 1,315 0.03% 0.03% 289 0 0.0% Q4 2025 Feb 12, 2026
Investment Partners Asset Management, Inc. History New 64,976 1,314 0.82% — 290 +64,976 New Q4 2025 Jan 15, 2026
HSBC HOLDINGS PLC History New 64,500 1,304 0.0% — 291 +64,500 New Q4 2025 Mar 20, 2026
ProShare Advisors LLC History Added to 64,502 1,304 0.0% 0.0% 292 +1,039 1.64% Q4 2025 Feb 06, 2026
AA Financial Advisors, LLC History Added to 64,328 1,301 0.24% 0.12% 293 +34,707 117.17% Q4 2025 Jan 14, 2026
DELPHI MANAGEMENT INC /MA/ History Reduced 63,422 1,283 1.25% 1.21% 294 -533 -0.83% Q4 2025 Jan 21, 2026
Ashton Thomas Private Wealth, LLC History Added to 62,750 1,269 0.03% 0.03% 295 +1,474 2.41% Q4 2025 Jan 29, 2026
Midwest Professional Planners, LTD. History Reduced 62,273 1,259 0.3% 0.34% 296 -5,361 -7.93% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 62,071 1,255 0.07% 0.07% 297 +60 0.1% Q4 2025 Feb 10, 2026
Baldwin Investment Management, LLC History Added to 61,575 1,245 0.14% 0.14% 298 +805 1.32% Q4 2025 Feb 13, 2026
Key Client Fiduciary Advisors, LLC History Added to 61,458 1,243 0.42% 0.39% 299 +3,552 6.13% Q4 2025 Jan 28, 2026
Glassy Mountain Advisors, Inc. History Reduced 60,165 1,217 0.37% 0.41% 300 -6,924 -10.32% Q4 2025 Feb 10, 2026
Caption Management, LLC History New 60,000 1,213 0.01% — 301 +60,000 New Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Reduced 59,999 1,213 0.02% 0.03% 302 -7,725 -11.41% Q4 2025 Feb 17, 2026
CASCADE INVESTMENT GROUP, INC. History Reduced 59,895 1,211 0.81% 0.86% 303 -3,550 -5.6% Q4 2025 Jan 22, 2026
Parallel Advisors, LLC History Added to 59,564 1,204 0.02% 0.02% 304 +2,472 4.33% Q4 2025 Feb 11, 2026
WEDBUSH SECURITIES INC History Reduced 59,456 1,203 0.04% 0.04% 305 -732 -1.22% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Reduced 59,259 1,198 0.01% 0.02% 306 -3,134 -5.02% Q4 2025 Jan 20, 2026
Access Investment Management LLC History No change 57,675 1,177 0.32% 0.32% 307 0 0.0% Q4 2025 Feb 02, 2026
Allworth Financial LP History New 58,040 1,174 0.0% — 308 +58,040 New Q4 2025 Feb 05, 2026
Div Capital Phoenix Assets Ltd History New 57,729 1,167 0.3% — 309 +57,729 New Q4 2025 Feb 12, 2026
HUB Investment Partners, LLC History Reduced 57,461 1,162 0.03% 0.06% 310 -35,241 -38.02% Q4 2025 Feb 17, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 57,301 1,159 0.19% 0.18% 311 +4,779 9.1% Q4 2025 Feb 04, 2026
Lantz Financial LLC History Reduced 57,069 1,154 0.24% 0.26% 312 -831 -1.44% Q4 2025 Jan 14, 2026
DAVENPORT & Co LLC History Reduced 56,737 1,147 0.01% 0.02% 313 -92,734 -62.04% Q4 2025 Jan 12, 2026
J.M. Arbour, LLC History New 56,399 1,140 1.14% — 314 +56,399 New Q4 2025 Jan 26, 2026
Pallas Capital Advisors LLC History Reduced 56,064 1,134 0.04% 0.04% 315 -30 -0.05% Q4 2025 Jan 14, 2026
S&T BANK/PA History Reduced 55,986 1,132 0.36% 0.48% 316 -27,193 -32.69% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Reduced 55,802 1,128 0.03% 0.03% 317 -1,640 -2.86% Q4 2025 Jan 28, 2026
Accel Wealth Management History Reduced 55,122 1,115 0.3% 0.37% 318 -6,740 -10.9% Q4 2025 Jan 20, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 53,995 1,092 0.74% 0.82% 319 -6,318 -10.48% Q4 2025 Feb 04, 2026
Inspire Advisors, LLC History Added to 53,652 1,085 0.1% 0.09% 320 +6,446 13.66% Q4 2025 Feb 13, 2026
Independent Wealth Network Inc. History Added to 53,241 1,077 0.33% 0.33% 321 +2,673 5.29% Q4 2025 Jan 26, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 53,051 1,074 0.0% 0.0% 322 +3,524 7.12% Q4 2025 Feb 17, 2026
Onyx Bridge Wealth Group LLC History Added to 53,052 1,073 0.11% 0.11% 323 +3,107 6.22% Q4 2025 Feb 18, 2026
FLC Capital Advisors History Reduced 51,110 1,033 0.19% 0.21% 324 -1,838 -3.47% Q4 2025 Feb 11, 2026
Vantage Financial Partners, LLC History No change 50,575 1,023 0.21% 0.22% 325 0 0.0% Q4 2025 Feb 03, 2026
C2C Wealth Management, LLC History No change 49,850 1,008 0.85% 0.87% 326 0 0.0% Q4 2025 Jan 21, 2026
DUNCKER STREETT & CO INC History Reduced 49,793 1,007 0.18% 0.22% 327 -12,111 -19.56% Q4 2025 Jan 27, 2026
KG&L Capital Management,LLC History Added to 49,670 1,004 0.25% 0.06% 328 +38,500 344.67% Q4 2025 Jan 23, 2026
Merkkuri Wealth Advisors LLC History Added to 49,673 1,004 0.68% 0.22% 329 +34,556 228.59% Q4 2025 Jan 29, 2026
Graham Capital Management, L.P. History New 49,500 1,001 0.02% — 330 +49,500 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 49,148 994 0.0% 0.0% 332 +20,199 69.77% Q4 2025 Jan 09, 2026
COMMERCE BANK History Added to 49,170 994 0.01% 0.01% 331 +1,100 2.29% Q4 2025 Feb 13, 2026
Beverly Hills Private Wealth, LLC History Reduced 48,974 990 0.17% 0.18% 333 -1,529 -3.03% Q4 2025 Feb 17, 2026
Cane Capital Partners, LLC History New 48,920 989 0.39% — 335 +48,920 New Q4 2025 Jan 21, 2026
Ancora Advisors LLC History Added to 48,931 989 0.02% 0.02% 334 +2,021 4.31% Q4 2025 Feb 17, 2026
ICON ADVISERS INC/CO History Reduced 48,622 983 0.21% 0.76% 336 -121,234 -71.37% Q4 2025 Feb 13, 2026
NATIXIS History New 48,420 979 0.0% — 337 +48,420 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 48,356 978 0.0% 0.0% 338 +8,468 21.23% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Reduced 47,199 954 0.01% 0.02% 339 -5,019 -9.61% Q4 2025 Feb 17, 2026
BKM Wealth Management, LLC History Added to 46,997 950 0.35% 0.32% 340 +4,603 10.86% Q4 2025 Jan 29, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 46,468 940 0.01% 0.07% 341 -181,371 -79.6% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Added to 46,099 932 0.01% 0.01% 342 +4,128 9.84% Q4 2025 Jan 15, 2026
Equitable Holdings, Inc. History Added to 45,850 927 0.01% 0.01% 343 +8,658 23.28% Q4 2025 Feb 17, 2026
Westbourne Investment Advisors, Inc. History Added to 45,696 924 0.25% 0.25% 344 +1,500 3.39% Q4 2025 Jan 23, 2026
StoneX Group Inc. History Reduced 45,509 920 0.04% 0.05% 345 -8,192 -15.25% Q4 2025 Feb 12, 2026
QTR Family Wealth, LLC History New 45,948 917 0.4% — 346 +45,948 New Q4 2025 Feb 13, 2026
Havemeyer Place LP History New 45,180 913 0.18% — 347 +45,180 New Q4 2025 Feb 11, 2026
Cordoba Advisory Partners LLC History New 44,436 899 0.22% — 348 +44,436 New Q4 2025 Feb 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 43,457 879 0.01% 0.01% 349 +14 0.03% Q4 2025 Feb 12, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 43,440 878 0.21% 0.18% 350 +6,975 19.13% Q4 2025 Jan 20, 2026
ALBION FINANCIAL GROUP /UT History Reduced 43,265 875 0.05% 0.08% 351 -19,050 -30.57% Q4 2025 Jan 21, 2026
Welch Financial Planning, LLC History New 43,242 874 0.64% — 353 +43,242 New Q4 2025 Feb 02, 2026
US BANCORP \DE\ History Reduced 43,215 874 0.0% 0.0% 352 -1,325 -2.97% Q4 2025 Jan 30, 2026
Port Capital LLC History No change 43,000 869 0.04% 0.04% 354 0 0.0% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Reduced 42,770 865 0.01% 0.02% 355 -11,603 -21.34% Q4 2025 Feb 13, 2026
Fieldview Capital Management, LLC History New 42,289 855 0.15% — 356 +42,289 New Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 41,884 847 0.05% 0.05% 357 +490 1.18% Q4 2025 Feb 13, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 41,888 847 0.56% 0.58% 358 -80 -0.19% Q4 2025 Feb 05, 2026
WealthPlan Investment Management, LLC History Reduced 41,443 838 0.05% 0.08% 359 -19,817 -32.35% Q4 2025 Feb 05, 2026
Balboa Wealth Partners History Reduced 41,238 834 0.14% 0.16% 360 -3,517 -7.86% Q4 2025 Jan 16, 2026
Bank OZK History No change 41,166 832 0.29% 0.3% 361 0 0.0% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Reduced 40,948 828 0.02% 0.03% 362 -4,564 -10.03% Q4 2025 Feb 05, 2026
Clayton Partners LLC History New 40,000 809 0.58% — 363 +40,000 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 39,649 802 0.02% 0.02% 364 +283 0.72% Q4 2025 Feb 06, 2026
Mallini Complete Financial Planning LLC History Added to 39,543 799 0.64% 0.65% 365 +286 0.73% Q4 2025 Jan 06, 2026
Koshinski Asset Management, Inc. History Reduced 38,898 786 0.05% 0.05% 366 -554 -1.4% Q4 2025 Feb 03, 2026
Empowered Funds, LLC History Added to 38,803 784 0.01% 0.01% 367 +780 2.05% Q4 2025 Feb 18, 2026
TWO SIGMA SECURITIES, LLC History New 38,723 783 0.11% — 368 +38,723 New Q4 2025 Feb 17, 2026
Everstar Asset Management, LLC History No change 38,380 776 0.42% 0.44% 369 0 0.0% Q4 2025 Feb 05, 2026
Werlinich Asset Management, LLC History New 38,030 771 0.38% — 370 +38,030 New Q4 2025 Jan 06, 2026
VPR Management LLC History Added to 38,073 770 0.34% 0.21% 371 +15,300 67.18% Q4 2025 Feb 13, 2026
COFG Advisors, LLC History New 37,893 766 0.19% — 373 +37,893 New Q4 2025 Feb 10, 2026
Belpointe Asset Management LLC History Reduced 37,900 766 0.03% 0.03% 372 -6,154 -13.97% Q4 2025 Jan 27, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 37,799 764 0.06% 0.15% 374 -56,044 -59.72% Q4 2025 Feb 17, 2026
Sterling Group Wealth Management, LLC History New 37,480 758 0.37% — 375 +37,480 New Q4 2025 Jan 27, 2026
Integrated Wealth Concepts LLC History Reduced 37,401 756 0.01% 0.01% 376 -9,356 -20.01% Q4 2025 Feb 13, 2026
Americana Partners, LLC History New 36,500 738 0.02% — 377 +36,500 New Q4 2025 Feb 06, 2026
Monument Capital Management History Reduced 36,166 731 0.18% 0.2% 378 -3,040 -7.75% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Reduced 35,858 725 0.03% 0.04% 379 -12,514 -25.87% Q4 2025 Feb 10, 2026
Ares Financial Consulting, LLC History New 35,385 715 0.68% — 381 +35,385 New Q4 2025 Jan 30, 2026
Pinion Investment Advisors, LLC History Reduced 35,386 715 0.17% 0.22% 380 -4,421 -11.11% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 34,988 707 0.0% 0.0% 382 +21,588 161.1% Q4 2025 Feb 10, 2026
WESPAC Advisors, LLC History Reduced 34,949 707 0.38% 0.46% 383 -4,036 -10.35% Q4 2025 Jan 14, 2026
Perigon Wealth Management, LLC History Added to 34,700 701 0.01% 0.01% 384 +547 1.6% Q4 2025 Jan 16, 2026
Cresset Asset Management, LLC History Added to 34,636 700 0.0% 0.0% 385 +6,103 21.39% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 34,495 697 0.03% 0.05% 386 -26,972 -43.88% Q4 2025 Jan 27, 2026
Founders Financial Alliance, LLC History Added to 34,362 695 0.13% 0.13% 387 +620 1.84% Q4 2025 Feb 12, 2026
Midwest Trust Co History No change 34,401 695 0.01% 0.01% 388 0 0.0% Q4 2025 Feb 04, 2026
Summit Trail Advisors, LLC History Added to 34,183 691 0.01% 0.0% 389 +22,766 199.4% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 34,129 690 0.0% 0.0% 390 +1,740 5.37% Q4 2025 Feb 17, 2026
NewSquare Capital LLC History Reduced 33,934 686 0.06% 0.06% 391 -7,296 -17.7% Q4 2025 Feb 17, 2026
Activest Wealth Management History Reduced 33,782 683 0.13% 0.28% 392 -34,720 -50.68% Q4 2025 Jan 30, 2026
Tempus Wealth Planning, LLC History Reduced 33,642 680 0.16% 0.25% 393 -20,000 -37.28% Q4 2025 Jan 16, 2026
Canal Capital Management, LLC History Added to 32,955 666 0.09% 0.1% 394 +520 1.6% Q4 2025 Jan 06, 2026
Fiduciary Group, LLC History Added to 32,710 661 0.06% 0.06% 395 +134 0.41% Q4 2025 Feb 12, 2026
Millennium Capital Advisors, LLC History No change 32,455 656 0.39% 0.4% 396 0 0.0% Q4 2025 Feb 05, 2026
CULLEN/FROST BANKERS, INC. History No change 32,245 652 0.01% 0.01% 397 0 0.0% Q4 2025 Feb 06, 2026
ST GERMAIN D J CO INC History Reduced 32,150 650 0.03% 0.03% 398 -635 -1.94% Q4 2025 Jan 29, 2026
Haven Private, LLC History New 31,867 644 0.28% — 401 +31,867 New Q4 2025 Feb 12, 2026
Hilltop Holdings Inc. History Reduced 31,859 644 0.04% 0.04% 399 -6,553 -17.06% Q4 2025 Feb 17, 2026
Left Brain Wealth Management, LLC History Added to 31,834 644 0.22% 0.19% 400 +1,944 6.5% Q4 2025 Feb 05, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Added to 31,808 643 0.15% 0.04% 402 +19,634 161.28% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 31,679 640 0.0% 0.0% 403 0 0.0% Q4 2025 Feb 12, 2026
Maridea Wealth Management LLC History Reduced 31,428 635 0.1% 0.1% 405 -1,631 -4.93% Q4 2025 Jan 08, 2026
Cornerstone Wealth Management, LLC History Reduced 31,433 635 0.03% 0.04% 404 -526 -1.65% Q4 2025 Feb 05, 2026
Van Hulzen Asset Management, LLC History Added to 31,169 630 0.05% 0.03% 406 +11,967 62.32% Q4 2025 Feb 06, 2026
Wealthcare Capital Partners, LLC History Added to 30,714 621 0.29% 0.26% 407 +3,056 11.05% Q4 2025 Jan 14, 2026
PRIVATE TRUST CO NA History Added to 30,573 618 0.05% 0.05% 408 +4,314 16.43% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Reduced 30,470 616 0.01% 0.01% 409 -21,066 -40.88% Q4 2025 Feb 11, 2026
HighPoint Advisor Group LLC History New 30,391 614 0.03% — 410 +30,391 New Q4 2025 Feb 04, 2026
Wedmont Private Capital History Added to 30,383 613 0.02% 0.02% 411 +148 0.49% Q4 2025 Jan 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 30,133 609 0.0% 0.0% 412 0 0.0% Q4 2025 Jan 30, 2026
Arax Advisory Partners History Reduced 30,098 608 0.02% 0.01% 413 -14,817 -32.99% Q4 2025 Feb 13, 2026
J. Safra Sarasin Holding AG History No change 30,000 606 0.01% 0.01% 414 0 0.0% Q4 2025 Jan 15, 2026
Quad-Cities Investment Group, LLC History Added to 29,931 605 0.25% 0.26% 415 +65 0.22% Q4 2025 Jan 14, 2026
Canton Hathaway, LLC History Added to 29,640 599 0.12% 0.11% 416 +850 2.95% Q4 2025 Jan 21, 2026
Triad Investment Management History New 29,458 595 0.6% — 417 +29,458 New Q4 2025 Jan 16, 2026
Capital Investment Advisors, LLC History Reduced 29,358 593 0.01% 0.01% 418 -980 -3.23% Q4 2025 Jan 13, 2026
Diversify Advisory Services, LLC History Added to 28,186 589 0.02% 0.02% 419 +563 2.04% Q4 2025 Jan 23, 2026
Avidian Wealth Enterprises, LLC History Added to 28,914 584 0.02% 0.01% 420 +17,148 145.74% Q4 2025 Feb 02, 2026
Western Financial Corp/CA History Added to 28,866 583 0.23% 0.25% 421 +667 2.37% Q4 2025 Jan 21, 2026
Pasadena Private Wealth, LLC History Added to 28,775 582 0.08% 0.07% 422 +3,325 13.06% Q4 2025 Feb 10, 2026
Lewis Asset Management, LLC History Reduced 28,488 576 0.23% 0.27% 424 -3,432 -10.75% Q4 2025 Jan 15, 2026
Samjo Management, LLC History Reduced 28,500 576 0.22% 0.24% 423 -2,500 -8.06% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Reduced 28,176 570 0.02% 0.02% 425 -2,154 -7.1% Q4 2025 Feb 19, 2026
Nicholas Hoffman & Company, LLC. History Reduced 28,147 569 0.01% 0.01% 426 -223 -0.79% Q4 2025 Feb 02, 2026
ROMAN BUTLER FULLERTON & CO History Added to 27,185 568 0.15% 0.13% 427 +3,542 14.98% Q4 2025 Jan 26, 2026
PFG Investments, LLC History Reduced 28,001 566 0.03% 0.03% 428 -534 -1.87% Q4 2025 Jan 26, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 27,590 558 0.28% 0.32% 429 0 0.0% Q4 2025 Jan 23, 2026
Federation des caisses Desjardins du Quebec History Added to 27,450 555 0.0% 0.0% 430 +2,000 7.86% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 27,404 554 0.0% 0.0% 431 +11,134 68.43% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Reduced 27,427 554 0.02% 0.03% 432 -4,004 -12.74% Q4 2025 Feb 10, 2026
Intrua Financial, LLC History Added to 27,292 552 0.06% 0.05% 433 +5,742 26.65% Q4 2025 Feb 05, 2026
Ascent Group, LLC History Reduced 27,141 549 0.02% 0.03% 434 -7,510 -21.67% Q4 2025 Jan 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 26,745 541 0.0% 0.0% 436 -7,095 -20.97% Q4 2025 Feb 11, 2026
Virtus Investment Advisers, LLC History Reduced 26,744 541 0.15% 0.18% 435 -3,755 -12.31% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 26,341 532 0.03% 0.03% 437 +4,688 21.65% Q4 2025 Jan 28, 2026
Clearstead Trust, LLC History New 26,051 527 0.08% — 438 +26,051 New Q4 2025 Feb 09, 2026
Baron Financial Group, LLC History No change 25,977 525 0.28% 0.29% 439 0 0.0% Q4 2025 Jan 09, 2026
Ausdal Financial Partners, Inc. History Reduced 25,527 516 0.02% 0.04% 440 -16,933 -39.88% Q4 2025 Feb 13, 2026
Aurora Private Wealth, Inc. History New 25,403 514 0.34% — 442 +25,403 New Q4 2025 Feb 02, 2026
EVOKE WEALTH, LLC History Added to 25,443 514 0.01% 0.01% 441 +125 0.49% Q4 2025 Feb 06, 2026
Florida Trust Wealth Management Co History No change 25,300 511 0.01% 0.01% 443 0 0.0% Q4 2025 Jan 20, 2026
FAMILY WEALTH PARTNERS, LLC History Added to 25,243 510 0.18% 0.19% 444 +703 2.86% Q4 2025 Jan 14, 2026
Quadrature Capital Ltd History New 25,134 508 0.01% — 445 +25,134 New Q4 2025 Feb 17, 2026
MCDONALD PARTNERS LLC History Reduced 25,097 507 0.16% 0.16% 446 -937 -3.6% Q4 2025 Feb 02, 2026
Glenview Trust Co History Reduced 25,055 506 0.01% 0.01% 447 -3,967 -13.67% Q4 2025 Feb 09, 2026
DELPHI FINANCIAL GROUP, INC. History New 25,000 505 0.25% — 448 +25,000 New Q4 2025 Feb 11, 2026
JBR Co Financial Management Inc History Reduced 24,985 505 0.21% 0.34% 451 -14,802 -37.2% Q4 2025 Jan 06, 2026
Venture Visionary Partners LLC History Reduced 24,996 505 0.02% 0.02% 450 -1,593 -5.99% Q4 2025 Feb 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 24,933 505 0.03% 0.04% 449 +1,521 6.5% Q4 2025 Jan 15, 2026
VestGen Advisors, LLC History Added to 24,949 504 0.02% 0.01% 452 +8,200 48.96% Q4 2025 Feb 17, 2026
Triumph Capital Management History Reduced 24,910 503 0.11% 0.16% 453 -4,873 -16.36% Q4 2025 Feb 12, 2026
Navis Wealth Advisors, LLC History Reduced 24,725 500 0.21% 0.43% 455 -3,379 -12.02% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 24,745 500 0.01% 0.01% 454 -1,124 -4.34% Q4 2025 Jan 21, 2026
LAZARI CAPITAL MANAGEMENT, INC. History New 24,650 498 0.17% — 456 +24,650 New Q4 2025 Jan 29, 2026
Valeo Financial Advisors, LLC History Added to 24,616 497 0.01% 0.01% 457 +134 0.55% Q4 2025 Feb 04, 2026
Formidable Asset Management, LLC History Reduced 24,194 493 0.07% 0.09% 458 -1,373 -5.37% Q4 2025 Jan 16, 2026
FSA Advisors, Inc. History No change 24,369 492 0.34% 0.39% 459 0 0.0% Q4 2025 Feb 02, 2026
B. Riley Wealth Advisors, Inc. History Reduced 24,197 489 0.02% 0.02% 460 -985 -3.91% Q4 2025 Feb 17, 2026
Maia Wealth LLC History Added to 25,102 488 0.08% 0.08% 461 +485 1.97% Q4 2025 Feb 17, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Reduced 23,711 479 0.11% 0.12% 462 -1,493 -5.92% Q4 2025 Jan 23, 2026
Trek Financial, LLC History Reduced 23,582 477 0.03% 0.03% 463 -59 -0.25% Q4 2025 Feb 04, 2026
SeaCrest Wealth Management, LLC History Reduced 23,406 472 0.05% 0.16% 464 -54,321 -69.89% Q4 2025 Jan 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 23,285 471 0.02% 0.02% 465 +6 0.03% Q4 2025 Jan 12, 2026
M Holdings Securities, Inc. History New 23,246 470 0.03% — 467 +23,246 New Q4 2025 Feb 11, 2026
MAI Capital Management History Reduced 23,258 470 0.0% 0.0% 466 -932 -3.85% Q4 2025 Feb 13, 2026
Global Assets Advisory, LLC History Reduced 23,067 466 0.13% 0.27% 468 -21,344 -48.06% Q4 2025 Feb 09, 2026
Parcion Private Wealth LLC History No change 22,982 464 0.03% 0.03% 469 0 0.0% Q4 2025 Jan 26, 2026
SteelPeak Wealth, LLC History Reduced 22,730 459 0.01% 0.03% 470 -26,233 -53.58% Q4 2025 Jan 20, 2026
Segment Wealth Management, LLC History Reduced 22,555 456 0.03% 0.03% 471 -585 -2.53% Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Added to 22,367 452 0.0% 0.0% 472 +7,942 55.06% Q4 2025 Feb 12, 2026
Magnus Financial Group LLC History Reduced 22,110 447 0.03% 0.05% 474 -10,648 -32.51% Q4 2025 Jan 07, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 22,101 447 0.05% 0.05% 473 +348 1.6% Q4 2025 Feb 06, 2026
World Investment Advisors History Added to 21,920 443 0.01% 0.01% 475 +8,637 65.02% Q4 2025 Mar 12, 2026
SAX WEALTH ADVISORS, LLC History Reduced 21,842 441 0.02% 0.02% 476 -393 -1.77% Q4 2025 Jan 12, 2026
BankPlus Wealth Management LLC History Reduced 21,684 438 0.24% 0.26% 477 -278 -1.27% Q4 2025 Feb 04, 2026
Garden State Investment Advisory Services LLC History No change 21,540 435 0.1% 0.1% 478 0 0.0% Q4 2025 Feb 17, 2026
DCM Advisors, LLC History Added to 23,250 430 0.18% 0.18% 479 +312 1.36% Q4 2025 Feb 18, 2026
CENTAURUS FINANCIAL, INC. History Added to 21,159 428 0.02% 0.02% 480 +1,301 6.55% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 21,188 428 0.01% 0.01% 481 +367 1.76% Q4 2025 Feb 19, 2026
Trueblood Wealth Management, LLC History Reduced 21,147 427 0.17% 0.17% 482 -415 -1.92% Q4 2025 Jan 21, 2026
LeClair Wealth Partners LLC History No change 21,087 426 0.25% 0.27% 483 0 0.0% Q4 2025 Feb 11, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 20,959 424 0.16% 0.17% 484 0 0.0% Q4 2025 Feb 13, 2026
Xcel Wealth Management, LLC History Added to 20,935 423 0.11% 0.1% 485 +1,812 9.48% Q4 2025 Jan 26, 2026
EIGHT 31 FINANCIAL, LLC History Added to 20,887 422 0.23% 0.23% 486 +482 2.36% Q4 2025 Feb 12, 2026
J.Safra Asset Management Corp History Added to 20,827 421 0.02% 0.02% 487 +3,312 18.91% Q4 2025 Feb 11, 2026
Future Financial Wealth Managment LLC History No change 20,300 418 0.28% 0.26% 488 0 0.0% Q4 2025 Jan 21, 2026
Douglass Winthrop Advisors, LLC History Added to 20,628 417 0.01% 0.01% 489 +5,038 32.32% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 20,445 413 0.04% — 490 +20,445 New Q4 2025 Feb 13, 2026
SageGuard Financial Group, LLC History New 20,402 412 0.07% — 491 +20,402 New Q4 2025 Jan 27, 2026
PCG Wealth Advisors, LLC History Added to 20,193 408 0.12% 0.11% 493 +911 4.72% Q4 2025 Feb 05, 2026
Heritage Trust Co History No change 20,185 408 0.04% 0.04% 492 0 0.0% Q4 2025 Feb 10, 2026
AMERICAN NATIONAL BANK & TRUST History No change 20,000 404 0.04% 0.04% 494 0 0.0% Q4 2025 Jan 20, 2026
PARK CIRCLE Co History No change 20,000 404 0.35% 0.34% 495 0 0.0% Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 19,864 403 0.01% 0.01% 496 -145 -0.72% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Reduced 19,887 402 0.01% 0.02% 497 -28,441 -58.85% Q4 2025 Feb 09, 2026
Wealth Alliance Advisory Group, LLC History No change 19,852 401 0.07% 0.07% 498 0 0.0% Q4 2025 Jan 29, 2026
Perennial Investment Advisors, LLC History Reduced 19,762 399 0.03% 0.03% 499 -551 -2.71% Q4 2025 Feb 17, 2026
TRUST CO OF VERMONT History Added to 19,680 398 0.02% 0.02% 500 +1,585 8.76% Q4 2025 Jan 16, 2026
Redmond Asset Management, LLC History No change 19,395 392 0.1% 0.1% 501 0 0.0% Q4 2025 Feb 09, 2026
Kovack Advisors, Inc. History New 19,372 391 0.02% — 502 +19,372 New Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Added to 19,274 389 0.06% 0.05% 503 +3,025 18.62% Q4 2025 Feb 10, 2026
AssuredPartners Investment Advisors, LLC History Reduced 19,198 388 0.06% 0.28% 504 -42,245 -68.75% Q4 2025 Feb 03, 2026
Ethos Financial Group, LLC History Reduced 19,107 386 0.03% 0.05% 506 -10,053 -34.48% Q4 2025 Jan 20, 2026
CoreCap Advisors, LLC History Added to 19,103 386 0.01% 0.01% 505 +2,007 11.74% Q4 2025 Jan 13, 2026
COMMONS CAPITAL, LLC History Added to 19,000 384 0.26% 0.17% 508 +6,000 46.15% Q4 2025 Jan 05, 2026
TCTC Holdings, LLC History Reduced 19,000 384 0.01% 0.01% 507 -1,000 -5.0% Q4 2025 Feb 12, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 18,514 383 0.2% 0.2% 509 -57 -0.31% Q4 2025 Jan 06, 2026
Tradition Wealth Management, LLC History Added to 18,811 380 0.03% 0.03% 510 +244 1.31% Q4 2025 Feb 11, 2026
Prostatis Group LLC History Reduced 18,777 379 0.09% 0.11% 511 -1,966 -9.48% Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Reduced 18,740 379 0.02% 0.02% 512 -1,697 -8.3% Q4 2025 Feb 17, 2026
Generation Capital Management LLC History No change 18,600 376 0.24% 0.27% 513 0 0.0% Q4 2025 Feb 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 18,808 375 0.14% 0.15% 514 +1,612 9.37% Q4 2025 Feb 12, 2026
Bridgewealth Advisory Group, LLC History Added to 18,490 374 0.08% 0.06% 516 +5,060 37.68% Q4 2025 Feb 04, 2026
Sowell Financial Services LLC History Added to 18,513 374 0.01% 0.01% 515 +3,362 22.19% Q4 2025 Jan 21, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 18,320 370 0.23% 0.32% 518 -4,055 -18.12% Q4 2025 Jan 28, 2026
NorthRock Partners, LLC History Added to 18,308 370 0.01% 0.01% 517 +343 1.91% Q4 2025 Feb 17, 2026
XML Financial, LLC History Added to 18,269 369 0.03% 0.03% 519 +1,620 9.73% Q4 2025 Feb 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 18,201 368 0.01% 0.01% 520 +1,649 9.96% Q4 2025 Feb 12, 2026
Brevan Howard Capital Management LP History Reduced 17,904 362 0.0% 0.01% 521 -67,750 -79.1% Q4 2025 Feb 17, 2026
LVW Advisors, LLC History Added to 17,915 362 0.04% 0.04% 522 +137 0.77% Q4 2025 Jan 14, 2026
Values Added Financial LLC History Reduced 17,830 360 0.15% 0.2% 523 -4,683 -20.8% Q4 2025 Jan 16, 2026
DeepCurrents Investment Group LLC History Added to 17,735 358 0.01% 0.01% 524 +728 4.28% Q4 2025 Feb 13, 2026
SummitTX Capital, L.P. History New 17,634 356 0.01% — 525 +17,634 New Q4 2025 Feb 17, 2026
Genesis Financial Group, LLC History New 17,587 355 0.21% — 527 +17,587 New Q4 2025 Jan 16, 2026
MONECO ADVISORS, LLC History Reduced 17,574 355 0.03% 0.03% 526 -675 -3.7% Q4 2025 Feb 04, 2026
AdvisorNet Financial, Inc History Reduced 17,534 354 0.02% 0.02% 528 -2,597 -12.9% Q4 2025 Jan 20, 2026
OXFORD ASSET MANAGEMENT LLP History Reduced 17,309 350 0.14% 2.21% 529 -5,342 -23.58% Q4 2025 Feb 17, 2026
Tyche Wealth Partners LLC History Added to 17,202 348 0.06% 0.06% 530 +426 2.54% Q4 2025 Jan 23, 2026
BETO FINANCIAL GROUP, LLC History New 17,751 346 0.23% — 531 +17,751 New Q4 2025 Feb 10, 2026
Spinnaker Investment Group, LLC History Reduced 16,953 342 0.06% 0.1% 532 -10,317 -37.83% Q4 2025 Jan 12, 2026
SFG Wealth Management, LLC. History No change 16,865 341 0.13% 0.15% 533 0 0.0% Q4 2025 Feb 03, 2026
HM PAYSON & CO History No change 16,611 336 0.0% 0.0% 534 0 0.0% Q4 2025 Feb 12, 2026
FAS Wealth Partners, Inc. History Reduced 16,363 331 0.02% 0.02% 535 -92 -0.56% Q4 2025 Feb 18, 2026
Hudson Capital Management LLC History Reduced 16,268 329 0.08% 0.15% 536 -12,300 -43.06% Q4 2025 Jan 21, 2026
Anfield Capital Management, LLC History Added to 16,167 327 0.1% 0.08% 537 +3,080 23.53% Q4 2025 Feb 03, 2026
FOX RUN MANAGEMENT, L.L.C. History New 16,132 326 0.05% — 538 +16,132 New Q4 2025 Feb 11, 2026
Palacios Wealth Management, LLC History Reduced 16,085 325 0.25% 0.59% 539 -27,604 -63.18% Q4 2025 Jan 28, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 16,000 323 0.02% — 541 +16,000 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History New 15,723 323 0.01% — 540 +15,723 New Q4 2025 Jan 26, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 15,840 320 0.03% 0.03% 542 +593 3.89% Q4 2025 Jan 12, 2026
Wealth Quarterback LLC History Added to 15,811 319 0.11% 0.1% 543 +3,094 24.33% Q4 2025 Jan 15, 2026
Kentucky Trust Co History Reduced 15,785 319 0.17% 0.18% 544 -550 -3.37% Q4 2025 Jan 21, 2026
Csenge Advisory Group History No change 15,627 316 0.01% 0.02% 545 0 0.0% Q4 2025 Feb 06, 2026
Rayburn West Financial Services LLC History New 15,414 311 0.19% — 547 +15,414 New Q4 2025 Feb 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 15,379 311 0.01% 0.01% 546 -364 -2.31% Q4 2025 Jan 07, 2026
DEUTSCHE BANK AG\ History Reduced 15,352 310 0.0% 0.0% 548 -20 -0.13% Q4 2025 Feb 11, 2026
Calydon Capital History Reduced 15,275 309 0.05% 0.06% 549 -3,500 -18.64% Q4 2025 Feb 17, 2026
Clearwave Capital, LLC History New 15,120 305 0.23% — 550 +15,120 New Q4 2025 Mar 02, 2026
OneDigital Investment Advisors LLC History Reduced 15,042 304 0.0% 0.0% 551 -8,251 -35.42% Q4 2025 Feb 13, 2026
Firestone Capital Management History No change 14,850 300 0.06% 0.07% 552 0 0.0% Q4 2025 Feb 09, 2026
Cypress Wealth Services, LLC History Reduced 14,815 299 0.04% 0.06% 553 -2,694 -15.39% Q4 2025 Jan 14, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 14,548 294 0.05% 0.05% 554 -440 -2.94% Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History New 14,505 293 0.03% — 555 +14,505 New Q4 2025 Feb 06, 2026
CWS Financial Advisors, LLC History Added to 14,374 290 0.08% 0.06% 556 +3,447 31.55% Q4 2025 Feb 06, 2026
Golden State Equity Partners History Added to 14,264 288 0.05% 0.04% 557 +3,397 31.26% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Added to 14,131 285 0.0% 0.0% 558 +3,265 30.05% Q4 2025 Feb 03, 2026
Purkiss Capital Advisors LLC History Added to 14,093 285 0.13% 0.13% 559 +1,093 8.41% Q4 2025 Feb 04, 2026
Successful Portfolios LLC History Added to 13,777 284 0.14% 0.14% 560 +2,278 19.81% Q4 2025 Jan 23, 2026
O'ROURKE & COMPANY, Inc History Reduced 14,039 284 0.11% 0.13% 561 -897 -6.01% Q4 2025 Jan 28, 2026
Severin Investments, LLC History Reduced 13,997 283 0.25% 0.27% 563 -1,123 -7.43% Q4 2025 Feb 09, 2026
BIP Wealth, LLC History No change 14,012 283 0.01% 0.01% 562 0 0.0% Q4 2025 Jan 21, 2026
Highlander Partners, L.P. History No change 14,000 283 0.1% 0.1% 564 0 0.0% Q4 2025 Feb 03, 2026
Visionary Wealth Advisors History Reduced 13,862 280 0.01% 0.01% 565 -1,278 -8.44% Q4 2025 Feb 13, 2026
Oregon Pacific Wealth Management, LLC History Reduced 13,745 278 0.29% 0.25% 566 -439 -3.1% Q4 2025 Jan 16, 2026
North Star Investment Management Corp. History Added to 13,736 277 0.02% 0.01% 567 +3,236 30.82% Q4 2025 Jan 30, 2026
Trivium Point Advisory, LLC History Added to 13,686 276 0.03% 0.03% 568 +225 1.67% Q4 2025 Jan 26, 2026
Verition Fund Management LLC History Reduced 13,400 271 0.0% 0.01% 569 -102,541 -88.44% Q4 2025 Feb 13, 2026
Worth Asset Management, LLC History Reduced 13,426 271 0.11% 0.15% 570 -3,237 -19.43% Q4 2025 Jan 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 13,311 269 0.01% 0.01% 571 0 0.0% Q4 2025 Feb 02, 2026
RFG Advisory, LLC History Reduced 13,105 265 0.0% 0.01% 572 -3,400 -20.6% Q4 2025 Feb 03, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 12,933 264 0.01% 0.02% 573 -1,608 -11.06% Q4 2025 Feb 03, 2026
Sepio Capital, LP History New 13,000 262 0.01% — 574 +13,000 New Q4 2025 Feb 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 12,755 258 0.01% — 575 +12,755 New Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 12,688 256 0.01% 0.01% 576 +1,073 9.24% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Added to 12,579 254 0.0% 0.0% 577 +2,438 24.04% Q4 2025 Jan 20, 2026
CERTUITY, LLC History Added to 12,594 254 0.02% 0.02% 578 +1,742 16.05% Q4 2025 Jan 30, 2026
Autumn Glory Partners, LLC History No change 12,535 253 0.09% 0.1% 579 0 0.0% Q4 2025 Jan 27, 2026
Sage Mountain Advisors LLC History Reduced 12,484 252 0.01% 0.03% 581 -15,028 -54.62% Q4 2025 Jan 23, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 12,477 252 0.03% 0.03% 580 +86 0.69% Q4 2025 Jan 26, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 12,353 249 0.01% — 582 +12,353 New Q4 2025 Feb 09, 2026
Gallagher Fiduciary Advisors, LLC History New 12,333 249 0.01% — 583 +12,333 New Q4 2025 Feb 17, 2026
Beaumont Financial Advisors, LLC History Added to 12,317 249 0.02% 0.02% 584 +1,191 10.7% Q4 2025 Jan 16, 2026
Kovitz Investment Group Partners, LLC History Reduced 12,235 247 0.01% 0.04% 585 -456,455 -97.39% Q4 2025 Feb 20, 2026
Procyon Advisors, LLC History New 12,235 247 0.01% — 586 +12,235 New Q4 2025 Jan 07, 2026
Cyndeo Wealth Partners, LLC History Reduced 12,192 246 0.01% 0.01% 587 -782 -6.03% Q4 2025 Jan 07, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 12,082 244 0.02% 0.02% 588 -50 -0.41% Q4 2025 Jan 21, 2026
Platform Technology Partners History Reduced 12,057 243 0.05% 0.08% 590 -5,025 -29.42% Q4 2025 Feb 13, 2026
CHAPIN DAVIS, INC. History Added to 12,014 243 0.06% 0.06% 589 +873 7.84% Q4 2025 Jan 30, 2026
Fortis Capital Advisors, LLC History Added to 11,996 242 0.04% 0.03% 591 +1,317 12.33% Q4 2025 Jan 27, 2026
Rothschild Wealth LLC History New 11,925 241 0.02% — 592 +11,925 New Q4 2025 Feb 17, 2026
REICON WEALTH ADVISORS, LLC History New 11,809 238 0.17% — 593 +11,809 New Q4 2025 Jan 30, 2026
BANK OF MONTREAL /CAN/ History Reduced 11,674 236 0.0% 0.0% 594 -156,082 -93.04% Q4 2025 Feb 12, 2026
BECK CAPITAL MANAGEMENT, LLC History Reduced 11,697 236 0.06% 0.07% 595 -3,227 -21.62% Q4 2025 Feb 13, 2026
PROMETHIUM ADVISORS,LLC History No change 11,586 234 0.13% 0.14% 596 0 0.0% Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 11,535 233 0.0% 0.0% 597 -95 -0.82% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 11,481 232 0.0% — 598 +11,481 New Q4 2025 Jan 16, 2026
Dynamic Technology Lab Private Ltd History New 11,414 231 0.05% — 599 +11,414 New Q4 2025 Feb 13, 2026
Secure Asset Management, LLC History Reduced 11,448 231 0.04% 0.05% 600 -2,356 -17.07% Q4 2025 Jan 20, 2026
Sage Investment Counsel LLC History No change 11,420 231 0.25% 0.26% 601 0 0.0% Q4 2025 Jan 23, 2026
BENJAMIN EDWARDS INC History New 11,387 230 0.0% — 602 +11,387 New Q4 2025 Feb 02, 2026
PharVision Advisers, LLC History Added to 11,400 230 0.12% 0.11% 603 +1,456 14.64% Q4 2025 Feb 17, 2026
Stablepoint Partners, LLC History Added to 11,396 230 0.04% 0.04% 604 +60 0.53% Q4 2025 Jan 13, 2026
Bison Wealth, LLC History New 12,723 228 0.03% — 606 +12,723 New Q4 2025 Mar 24, 2026
MBL Wealth, LLC History Reduced 11,316 228 0.02% 0.03% 607 -4,000 -26.12% Q4 2025 Jan 21, 2026
Annex Advisory Services, LLC History Added to 11,300 228 0.0% 0.0% 605 +1,231 12.23% Q4 2025 Jan 26, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 11,239 227 0.0% 0.0% 608 +30 0.27% Q4 2025 Feb 05, 2026
Western Pacific Wealth Management, LP History No change 11,261 227 0.22% 0.22% 609 0 0.0% Q4 2025 Feb 04, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 11,186 226 0.06% 0.06% 610 0 0.0% Q4 2025 Feb 10, 2026
Plancorp, LLC History No change 11,159 225 0.01% 0.01% 611 0 0.0% Q4 2025 Feb 05, 2026
Reliant Investment Partners, LLC History New 11,118 224 0.18% — 614 +11,118 New Q4 2025 Feb 06, 2026
Alpha Omega Wealth Management LLC History Added to 11,093 224 0.04% 0.04% 612 +245 2.26% Q4 2025 Jan 22, 2026
Oakwell Private Wealth Management, LLC History No change 11,100 224 0.04% 0.05% 613 0 0.0% Q4 2025 Jan 30, 2026
Private Advisory Group LLC History New 11,041 223 0.02% — 615 +11,041 New Q4 2025 Jan 15, 2026
VISTA INVESTMENT MANAGEMENT History No change 11,028 223 0.07% 0.08% 616 0 0.0% Q4 2025 Feb 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 10,955 221 0.0% — 617 +10,955 New Q4 2025 Jan 22, 2026
Accredited Investors Inc. History No change 10,955 221 0.01% 0.01% 618 0 0.0% Q4 2025 Feb 05, 2026
5T Wealth, LLC History Reduced 10,893 220 0.09% 0.12% 619 -2,151 -16.49% Q4 2025 Jan 27, 2026
Banco Santander, S.A. History New 10,779 218 0.0% — 620 +10,779 New Q4 2025 Feb 13, 2026
CWA Asset Management Group, LLC History Reduced 10,772 217 0.01% 0.01% 621 -8,546 -44.24% Q4 2025 Jan 07, 2026
Miller Global Investments, LLC History New 10,723 216 0.2% — 624 +10,723 New Q4 2025 Jan 05, 2026
PARK AVENUE SECURITIES LLC History Reduced 10,695 216 0.0% 0.0% 622 -2,541 -19.2% Q4 2025 Jan 05, 2026
Core Wealth Partners LLC History No change 10,678 216 0.1% 0.1% 623 0 0.0% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Reduced 10,585 214 0.0% 0.01% 625 -2,622 -19.85% Q4 2025 Feb 11, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 10,530 213 0.0% 0.0% 626 +532 5.32% Q4 2025 Feb 18, 2026
Sterling Investment Counsel, LLC History New 9,663 211 0.06% — 627 +9,663 New Q4 2025 Jan 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 10,424 210 0.02% 0.02% 628 -2,402 -18.73% Q4 2025 Jan 23, 2026
KLCM Advisors, Inc. History No change 10,370 209 0.02% 0.02% 629 0 0.0% Q4 2025 Feb 04, 2026
BURLING WEALTH PARTNERS, LLC History No change 10,287 208 0.03% 0.03% 630 0 0.0% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Reduced 10,262 207 0.01% 0.01% 632 -1,863 -15.36% Q4 2025 Feb 06, 2026
MCF Advisors LLC History Reduced 10,244 207 0.01% 0.01% 631 -273 -2.6% Q4 2025 Feb 11, 2026
Callahan Advisors, LLC History Reduced 10,200 206 0.02% 0.02% 633 -3,000 -22.73% Q4 2025 Feb 06, 2026
Centiva Capital, LP History Reduced 10,200 206 0.0% 0.0% 634 -2,400 -19.05% Q4 2025 Feb 13, 2026
SUMMIT SECURITIES GROUP LLC History Added to 10,100 204 0.03% 0.0% 635 +9,700 2425.0% Q4 2025 Feb 17, 2026
Forvis Mazars Wealth Advisors, LLC History New 10,019 202 0.0% — 636 +10,019 New Q4 2025 Feb 10, 2026
Astoria Portfolio Advisors LLC. History Added to 10,616 202 0.05% 0.05% 638 +592 5.91% Q4 2025 Feb 24, 2026
ELCO Management Co., LLC History Reduced 10,013 202 0.13% 0.11% 637 -100 -0.99% Q4 2025 Feb 04, 2026
Madison Park Capital Advisors, LLC History No change 10,000 202 0.16% 0.17% 639 0 0.0% Q4 2025 Jan 20, 2026
True North Advisors, LLC History New 9,978 201 0.03% — 640 +9,978 New Q4 2025 Jan 22, 2026
Glass Jacobson Investment Advisors llc History New 9,950 201 0.07% — 641 +9,950 New Q4 2025 Jan 22, 2026
Measured Wealth Private Client Group, LLC History Reduced 9,876 199 0.05% 0.2% 642 -25,908 -72.4% Q4 2025 Feb 10, 2026
Hyposwiss Advisors SA History New 9,760 197 0.19% — 643 +9,760 New Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 9,672 195 0.0% 0.0% 644 +7,946 460.37% Q4 2025 Jan 16, 2026
Camelot Portfolios, LLC History Reduced 9,135 184 0.11% 0.12% 645 -1,011 -9.96% Q4 2025 Jan 29, 2026
American Capital Advisory, LLC History New 8,123 164 0.07% — 646 +8,123 New Q4 2025 Jan 30, 2026
Leonteq Securities AG History Added to 7,700 155 0.0% 0.0% 647 +400 5.48% Q4 2025 Feb 06, 2026
Hurley Capital, LLC History Added to 7,700 155 0.09% 0.09% 648 +144 1.91% Q4 2025 Feb 17, 2026
Key Capital Management, INC History New 7,605 153 0.15% — 649 +7,605 New Q4 2025 Jan 26, 2026
Neo Ivy Capital Management History New 7,142 144 0.02% — 650 +7,142 New Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 6,828 138 0.0% 0.0% 651 -576 -7.78% Q4 2025 Jan 23, 2026
Union Bancaire Privee, UBP SA History Added to 112,977 131 0.0% 0.03% 652 +10,200 9.92% Q4 2025 Jan 05, 2026
Anchor Investment Management, LLC History Reduced 6,161 124 0.01% 0.01% 653 -400 -6.1% Q4 2025 Feb 26, 2026
Titiun Yejiel History New 6,000 121 0.15% — 654 +6,000 New Q4 2025 Apr 10, 2026
CX Institutional History Reduced 5,637 114 0.0% 0.01% 656 -12,989 -69.74% Q4 2025 Feb 02, 2026
FIFTH THIRD BANCORP History No change 5,657 114 0.0% 0.0% 655 0 0.0% Q4 2025 Feb 02, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 5,625 113 0.0% 0.0% 657 -10,325 -64.73% Q4 2025 Jan 15, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 5,500 111 0.0% 0.0% 658 0 0.0% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History Added to 5,437 109 0.01% 0.01% 659 +64 1.19% Q4 2025 Feb 13, 2026
REDMONT WEALTH ADVISORS LLC History Reduced 5,174 104 0.16% 0.32% 660 -6,098 -54.1% Q4 2025 Feb 06, 2026
Centennial Bank/AR/ History No change 4,856 98 0.04% 0.04% 661 0 0.0% Q4 2025 Feb 17, 2026
Orion Capital Management LLC History No change 4,830 97 0.03% 0.03% 662 0 0.0% Q4 2025 Feb 03, 2026
Luken Investment Analytics, LLC History No change 4,600 93 0.04% 0.04% 663 0 0.0% Q4 2025 Feb 03, 2026
Golden State Wealth Management, LLC History No change 4,630 93 0.01% 0.01% 664 0 0.0% Q4 2025 Feb 13, 2026
Wealth Enhancement Trust Services, Inc. History New 4,524 91 0.01% — 665 +4,524 New Q4 2025 Jan 27, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 4,205 85 0.01% 0.01% 666 0 0.0% Q4 2025 Feb 09, 2026
Aventura Private Wealth, LLC History No change 4,244 85 0.03% 0.03% 667 0 0.0% Q4 2025 Jan 07, 2026
Mirae Asset Global Investments Co., Ltd. History New 4,160 84 0.0% — 668 +4,160 New Q4 2025 Jan 26, 2026
VSM Wealth Advisory, LLC History Added to 4,193 84 0.03% 0.01% 670 +2,524 151.23% Q4 2025 Feb 06, 2026
Westfuller Advisors, LLC History Added to 4,156 84 0.03% 0.04% 669 +96 2.36% Q4 2025 Jan 21, 2026
Glen Eagle Advisors, LLC History Added to 4,128 83 0.01% 0.01% 671 +1,240 42.94% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 4,034 81 0.0% 0.0% 672 +728 22.02% Q4 2025 Jan 27, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 3,673 74 0.01% 0.01% 673 +39 1.07% Q4 2025 Jan 08, 2026
Ameritas Investment Partners, Inc. History No change 3,638 73 0.0% 0.0% 674 0 0.0% Q4 2025 Feb 11, 2026
MRP Capital Investments, LLC History Reduced 3,500 70 0.06% 0.32% 677 -13,425 -79.32% Q4 2025 Feb 09, 2026
SouthState Bank Corp History No change 3,500 70 0.0% 0.0% 675 0 0.0% Q4 2025 Feb 11, 2026
Catalyst Capital Advisors LLC History No change 3,500 70 0.0% 0.0% 676 0 0.0% Q4 2025 Feb 10, 2026
FNY Investment Advisers, LLC History New 3,400 68 0.02% — 679 +3,400 New Q4 2025 Jan 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 3,363 68 0.0% — 678 +3,363 New Q4 2025 Jan 21, 2026
Cedar Wealth Management, LLC History Reduced 3,302 66 0.02% 0.03% 680 -1,000 -23.25% Q4 2025 Feb 06, 2026
KERR FINANCIAL PLANNING Corp History Added to 3,482 65 0.09% 0.09% 681 +80 2.35% Q4 2025 Feb 10, 2026
First Command Advisory Services, Inc. History New 3,190 64 0.0% — 682 +3,190 New Q4 2025 Feb 11, 2026
Advocate Investing Services LLC History New 3,068 62 0.06% — 683 +3,068 New Q4 2025 Feb 12, 2026
Security National Bank History New 3,041 61 0.01% — 684 +3,041 New Q4 2025 Feb 05, 2026
Greykasell Wealth Strategies, Inc. History New 2,825 57 0.02% — 685 +2,825 New Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History Reduced 2,799 56 0.0% 0.0% 686 -151 -5.12% Q4 2025 Jan 30, 2026
Grove Bank & Trust History No change 2,700 54 0.01% 0.01% 687 0 0.0% Q4 2025 Jan 08, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 2,600 52 0.02% 0.02% 688 0 0.0% Q4 2025 Jan 23, 2026
CVA Family Office, LLC History No change 2,530 51 0.01% 0.01% 689 0 0.0% Q4 2025 Jan 12, 2026
MTM Investment Management, LLC History No change 2,520 50 0.02% 0.02% 690 0 0.0% Q4 2025 Feb 09, 2026
Investors Research Corp History Added to 2,446 49 0.01% 0.01% 691 +1,000 69.16% Q4 2025 Jan 06, 2026
BESSEMER GROUP INC History Added to 2,369 48 0.0% 0.0% 692 +1,603 209.27% Q4 2025 Feb 05, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,300 47 0.02% 0.02% 693 0 0.0% Q4 2025 Feb 10, 2026
Princeton Global Asset Management LLC History New 2,257 45 0.01% — 695 +2,257 New Q4 2025 Jan 20, 2026
BOKF, NA History Added to 2,271 45 0.0% 0.0% 694 +1,938 581.98% Q4 2025 Feb 03, 2026
Garton & Associates Financial Advisors LLC History New 2,164 43 0.02% — 696 +2,164 New Q4 2025 Feb 18, 2026
Oakworth Capital, Inc. History New 2,063 41 0.0% — 697 +2,063 New Q4 2025 Jan 30, 2026
SHP Wealth Management History New 2,063 41 0.0% — 698 +2,063 New Q4 2025 Mar 04, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 2,000 40 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 03, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,908 38 0.0% 0.0% 700 -1,000 -34.39% Q4 2025 Feb 09, 2026
WOLFF WIESE MAGANA LLC History Added to 1,903 38 0.02% 0.02% 701 +44 2.37% Q4 2025 Jan 14, 2026
Laurel Wealth Advisors LLC History New 1,835 37 0.0% — 702 +1,835 New Q4 2025 Jan 30, 2026
Heritage Wealth Advisors History Reduced 1,800 36 0.0% 0.0% 704 -2,300 -56.1% Q4 2025 Feb 13, 2026
WEBSTER BANK, N. A. History No change 1,822 36 0.0% 0.0% 703 0 0.0% Q4 2025 Jan 23, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 1,778 36 0.0% 0.0% 705 0 0.0% Q4 2025 Feb 11, 2026
Frazier Financial Advisors, LLC History No change 1,700 34 0.02% 0.02% 706 0 0.0% Q4 2025 Feb 09, 2026
Harbor Asset Planning, Inc. History No change 1,725 34 0.03% 0.03% 707 0 0.0% Q4 2025 Jan 26, 2026
Estabrook Capital Management History No change 1,650 33 0.0% 0.0% 708 0 0.0% Q4 2025 Feb 13, 2026
WFA of San Diego, LLC History No change 1,650 33 0.02% 0.02% 709 0 0.0% Q4 2025 Feb 17, 2026
Rosenberg Matthew Hamilton History Added to 1,631 32 0.01% 0.01% 710 +384 30.79% Q4 2025 Jan 05, 2026
Clark Wealth Partners History No change 1,624 32 0.02% 0.02% 711 0 0.0% Q4 2025 Feb 04, 2026
SJS Investment Consulting Inc. History New 1,546 31 0.0% — 712 +1,546 New Q4 2025 Jan 21, 2026
Smartleaf Asset Management LLC History Reduced 1,380 28 0.0% 0.02% 715 -17,180 -92.56% Q4 2025 Feb 13, 2026
Sankala Group LLC History New 1,524 28 0.02% — 717 +1,524 New Q4 2025 Mar 02, 2026
SageView Advisory Group, LLC History New 1,433 28 0.0% — 713 +1,433 New Q4 2025 Feb 17, 2026
Nemes Rush Group LLC History Added to 1,415 28 0.0% 0.0% 714 +33 2.39% Q4 2025 Feb 11, 2026
Fourth Dimension Wealth, LLC History Added to 1,403 28 0.01% 0.01% 716 +33 2.41% Q4 2025 Feb 04, 2026
SOA Wealth Advisors, LLC. History Added to 1,340 27 0.0% 0.0% 718 +28 2.13% Q4 2025 Jan 20, 2026
PALLADIEM, LLC History New 1,301 26 0.02% — 719 +1,301 New Q4 2025 Feb 11, 2026
SWAN Capital LLC History No change 1,330 26 0.01% 0.01% 720 0 0.0% Q4 2025 Feb 12, 2026
Asset Dedication, LLC History No change 1,242 25 0.0% 0.0% 721 0 0.0% Q4 2025 Jan 26, 2026
McIlrath & Eck, LLC History No change 1,222 24 0.0% 0.0% 722 0 0.0% Q4 2025 Feb 03, 2026
Quest 10 Wealth Builders, Inc. History No change 1,217 24 0.02% 0.02% 723 0 0.0% Q4 2025 Jan 29, 2026
CITY HOLDING CO History Reduced 1,150 23 0.0% 0.0% 724 -75 -6.12% Q4 2025 Jan 22, 2026
Smithfield Trust Co History Added to 1,140 23 0.0% 0.0% 727 +40 3.64% Q4 2025 Feb 09, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,150 23 0.0% 0.0% 725 0 0.0% Q4 2025 Jan 23, 2026
PAYDEN & RYGEL History No change 1,160 23 0.0% 0.0% 726 0 0.0% Q4 2025 Feb 06, 2026
Salomon & Ludwin, LLC History No change 1,120 23 0.0% 0.0% 728 0 0.0% Q4 2025 Jan 28, 2026
Ritter Daniher Financial Advisory LLC / DE History New 1,099 22 0.0% — 732 +1,099 New Q4 2025 Feb 10, 2026
Pinnacle Bancorp, Inc. History No change 1,100 22 0.01% 0.01% 729 0 0.0% Q4 2025 Jan 22, 2026
Founders Capital Management History No change 1,110 22 0.01% 0.01% 730 0 0.0% Q4 2025 Jan 15, 2026
High Note Wealth, LLC History No change 1,106 22 0.0% 0.0% 731 0 0.0% Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History Reduced 1,043 21 0.0% 0.0% 735 -977 -48.37% Q4 2025 Feb 10, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Reduced 1,039 21 0.02% 0.03% 733 -500 -32.49% Q4 2025 Jan 08, 2026
Financial Management Professionals, Inc. History Added to 1,078 21 0.0% 0.0% 734 +25 2.37% Q4 2025 Jan 27, 2026
Manchester Capital Management LLC History No change 1,000 20 0.0% 0.0% 736 0 0.0% Q4 2025 Feb 11, 2026
Cheviot Value Management, LLC History No change 1,000 20 0.0% 0.0% 737 0 0.0% Q4 2025 Feb 03, 2026
Community Bank, N.A. History No change 1,000 20 0.0% 0.0% 738 0 0.0% Q4 2025 Feb 04, 2026
Cypress Capital Management LLC (WY) History No change 1,000 20 0.02% 0.02% 739 0 0.0% Q4 2025 Feb 09, 2026
ORG Partners LLC History Reduced 957 19 0.0% 0.03% 741 -8,109 -89.44% Q4 2025 Jan 14, 2026
Key FInancial Inc History Reduced 988 19 0.0% 0.02% 740 -5,477 -84.72% Q4 2025 Feb 09, 2026
AMERIFLEX GROUP, INC. History Reduced 936 18 0.01% 0.01% 743 -828 -46.94% Q4 2025 Feb 18, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 900 18 0.0% 0.0% 742 0 0.0% Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History No change 886 17 0.0% 0.0% 744 0 0.0% Q4 2025 Feb 12, 2026
CGC Financial Services, LLC History No change 807 16 0.0% 0.0% 745 0 0.0% Q4 2025 Feb 03, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 835 16 0.01% 0.01% 746 0 0.0% Q4 2025 Jan 22, 2026
Quarry LP History Reduced 769 15 0.0% 0.01% 747 -860 -52.79% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 731 14 0.0% 0.01% 750 -13,484 -94.86% Q4 2025 Feb 13, 2026
Global Wealth Strategies & Associates History Added to 709 14 0.0% — 751 +677 2115.63% Q4 2025 Jan 02, 2026
Blume Capital Management, Inc. History Reduced 700 14 0.0% 0.0% 749 -400 -36.36% Q4 2025 Feb 05, 2026
Curat Global, LLC History Added to 726 14 0.02% 0.01% 755 +16 2.25% Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History No change 728 14 0.0% 0.0% 748 0 0.0% Q4 2025 Jan 29, 2026
Dunhill Financial, LLC History No change 719 14 0.0% 0.0% 752 0 0.0% Q4 2025 Jan 29, 2026
Asset Planning,Inc History No change 700 14 0.01% 0.01% 753 0 0.0% Q4 2025 Feb 03, 2026
Bernard Wealth Management Corp. History No change 700 14 0.01% 0.01% 754 0 0.0% Q4 2025 Jan 15, 2026
Reflection Asset Management History New 671 13 0.01% — 758 +671 New Q4 2025 Mar 02, 2026
Towne Trust Company, N.A History New 652 13 0.0% — 756 +652 New Q4 2025 Jan 26, 2026
DT Investment Partners, LLC History No change 689 13 0.0% 0.0% 757 0 0.0% Q4 2025 Feb 10, 2026
Financial Gravity Asset Management, Inc. History Reduced 600 12 0.0% 0.01% 760 -900 -60.0% Q4 2025 Feb 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 610 12 0.0% 0.0% 759 0 0.0% Q4 2025 Feb 03, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 543 10 0.0% 0.0% 761 -6,194 -91.94% Q4 2025 Feb 12, 2026
Decker Retirement Planning Inc. History New 510 10 0.0% — 763 +510 New Q4 2025 Jan 26, 2026
Crewe Advisors LLC History Added to 501 10 0.0% 0.0% 762 +158 46.06% Q4 2025 Jan 16, 2026
LRI Investments, LLC History Added to 509 10 0.0% 0.0% 764 +11 2.21% Q4 2025 Feb 04, 2026
Sunrise Financial Services, LLC History New 482 9 0.01% — 770 +482 New Q4 2025 Feb 11, 2026
TOMPKINS FINANCIAL CORP History New 459 9 0.0% — 766 +459 New Q4 2025 Jan 08, 2026
FIL Ltd History No change 456 9 0.0% 0.0% 765 0 0.0% Q4 2025 Feb 17, 2026
Vermillion Wealth Management, Inc. History No change 458 9 0.0% 0.0% 767 0 0.0% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History No change 477 9 0.0% 0.0% 768 0 0.0% Q4 2025 Jan 05, 2026
United Financial Planning Group LLC History No change 465 9 0.01% 0.01% 769 0 0.0% Q4 2025 Feb 11, 2026
Archer Investment Corp History Reduced 428 8 0.0% 0.01% 773 -1,372 -76.22% Q4 2025 Jan 30, 2026
JNBA Financial Advisors History No change 440 8 0.0% 0.0% 771 0 0.0% Q4 2025 Jan 26, 2026
FINANCIAL CONSULATE, INC History No change 402 8 0.0% 0.0% 772 0 0.0% Q4 2025 Jan 22, 2026
DHJJ Financial Advisors, Ltd. History No change 429 8 0.0% 0.0% 774 0 0.0% Q4 2025 Jan 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 392 7 0.0% — 776 +392 New Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 348 7 0.0% 0.0% 775 +8 2.35% Q4 2025 Feb 06, 2026
Field & Main Bank History New 322 6 0.0% — 777 +322 New Q4 2025 Jan 28, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History New 300 6 0.0% — 778 +300 New Q4 2025 Feb 12, 2026
Addison Advisors LLC History No change 329 6 0.0% 0.0% 779 0 0.0% Q4 2025 Feb 06, 2026
Evolution Advisers, Inc. History No change 318 6 0.0% 0.0% 780 0 0.0% Q4 2025 Jan 23, 2026
Wealth Watch Advisors, INC History No change 328 6 0.0% 0.0% 781 0 0.0% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History New 250 5 0.0% — 784 +250 New Q4 2025 Feb 17, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 270 5 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 13, 2026
West Branch Capital LLC History No change 274 5 0.0% 0.0% 783 0 0.0% Q4 2025 Jan 16, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 266 5 0.0% 0.01% 785 0 0.0% Q4 2025 Feb 10, 2026
Ankerstar Wealth, LLC History New 238 4 0.0% — 791 +238 New Q4 2025 Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 220 4 0.0% 0.0% 786 0 0.0% Q4 2025 Feb 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 210 4 0.0% 0.0% 787 0 0.0% Q4 2025 Jan 07, 2026
Avion Wealth History No change 200 4 0.0% 0.0% 788 0 0.0% Q4 2025 Jan 23, 2026
DiNuzzo Private Wealth, Inc. History No change 230 4 0.0% 0.0% 789 0 0.0% Q4 2025 Jan 16, 2026
Hilltop National Bank History No change 200 4 0.0% 0.0% 790 0 0.0% Q4 2025 Jan 07, 2026
Noble Wealth Management PBC History No change 200 4 0.0% 0.0% 792 0 0.0% Q4 2025 Jan 05, 2026
OBSIDIAN CIO, LLC History Reduced 161 3 0.0% 0.03% 799 -9,899 -98.4% Q4 2025 Feb 18, 2026
Rossby Financial, LCC History Reduced 180 3 0.0% 0.01% 801 -828 -82.14% Q4 2025 Feb 12, 2026
Hilton Head Capital Partners, LLC History New 189 3 0.0% — 803 +189 New Q4 2025 Feb 11, 2026
Bare Financial Services, Inc History New 164 3 0.0% — 800 +164 New Q4 2025 Feb 06, 2026
IFC & Insurance Marketing, Inc. History New 161 3 0.0% — 802 +161 New Q4 2025 Feb 12, 2026
BAYBAN History New 150 3 0.0% — 804 +150 New Q4 2025 Mar 05, 2026
COUNTRY TRUST BANK History No change 149 3 0.0% 0.0% 793 0 0.0% Q4 2025 Jan 21, 2026
Darwin Wealth Management, LLC History No change 188 3 0.0% 0.0% 794 0 0.0% Q4 2025 Jan 22, 2026
Costello Asset Management, INC History No change 190 3 0.0% 0.0% 795 0 0.0% Q4 2025 Feb 03, 2026
Physician Wealth Advisors, Inc. History No change 190 3 0.0% 0.0% 796 0 0.0% Q4 2025 Jan 29, 2026
Fortis Group Advisors, LLC History No change 192 3 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 06, 2026
BCGM Wealth Management, LLC History No change 14,200 3 0.0% 0.0% 798 0 0.0% Q4 2025 Jan 07, 2026
Elevated Capital Advisors, LLC History New 131 2 0.0% — 805 +131 New Q4 2025 Jan 27, 2026
Covestor Ltd History Reduced 116 2 0.0% 0.0% 806 -1 -0.85% Q4 2025 Feb 06, 2026
Elyxium Wealth, LLC History New 65 1 0.0% — 809 +65 New Q4 2025 Feb 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 95 1 0.0% 0.0% 807 -10 -9.52% Q4 2025 Feb 05, 2026
MV CAPITAL MANAGEMENT, INC. History No change 75 1 0.0% 0.0% 808 0 0.0% Q4 2025 Feb 23, 2026
Legacy Wealth Managment, LLC/ID History No change 89 1 0.0% 0.0% 810 0 0.0% Q4 2025 Feb 03, 2026
Partners Group Holding AG History Closed out 0 0 — 2.0% — -1,767,154 -100.0% Q3 2025 Nov 12, 2025
McGowan Group Asset Management, Inc. History Closed out 0 0 — 2.96% — -1,169,612 -100.0% Q3 2025 Nov 13, 2025
NAN FUNG TRINITY (HK) Ltd History Closed out 0 0 — 1.23% — -604,000 -100.0% Q3 2025 Nov 04, 2025
CREDIT AGRICOLE S A History Closed out 0 0 — 0.03% — -497,016 -100.0% Q3 2025 Nov 14, 2025
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 — 0.0% — -490,000 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.04% — -487,935 -100.0% Q3 2025 Nov 14, 2025
Twin Tree Management, LP History Closed out 0 0 — 0.03% — -338,000 -100.0% Q3 2025 Nov 13, 2025
KAVAR CAPITAL PARTNERS GROUP, LLC History Closed out 0 0 — 0.72% — -263,433 -100.0% Q3 2025 Oct 17, 2025
NEW ENGLAND ASSET MANAGEMENT INC History Closed out 0 0 — 0.6% — -225,900 -100.0% Q3 2025 Nov 14, 2025
Erste Asset Management GmbH History Closed out 0 0 — 0.04% — -194,000 -100.0% Q3 2025 Nov 12, 2025
M&T BANK CORP History Closed out 0 0 — 0.01% — -86,534 -100.0% Q3 2025 Nov 14, 2025
Aptus Capital Advisors, LLC History Closed out 0 0 — 0.01% — -71,209 -100.0% Q3 2025 Nov 12, 2025
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Closed out 0 0 — 0.28% — -70,047 -100.0% Q3 2025 Nov 13, 2025
Zuckerman Investment Group, LLC History Closed out 0 0 — 0.13% — -68,017 -100.0% Q3 2025 Nov 13, 2025
Second Line Capital, LLC History Closed out 0 0 — 0.28% — -67,008 -100.0% Q3 2025 Nov 19, 2025
MACQUARIE GROUP LTD History Closed out 0 0 — 0.0% — -54,000 -100.0% Q3 2025 Nov 13, 2025
Callodine Capital Management, LP History Closed out 0 0 — 0.09% — -50,000 -100.0% Q3 2025 Nov 13, 2025
Massar Capital Management, LP History Closed out 0 0 — 0.12% — -46,319 -100.0% Q3 2025 Nov 14, 2025
FLOYD FINANCIAL GROUP LLC History Closed out 0 0 — 0.65% — -45,294 -100.0% Q3 2025 Oct 29, 2025
SIMON QUICK ADVISORS, LLC History Closed out 0 0 — 0.04% — -43,525 -100.0% Q3 2025 Oct 21, 2025
MQS Management LLC History Closed out 0 0 — 0.48% — -40,378 -100.0% Q3 2025 Nov 06, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.39% — -36,454 -100.0% Q3 2025 Jan 12, 2026
ADVISORY RESEARCH INC History Closed out 0 0 — 0.09% — -32,181 -100.0% Q3 2025 Nov 13, 2025
VERUS CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.05% — -31,597 -100.0% Q3 2025 Nov 10, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -30,527 -100.0% Q3 2025 Nov 14, 2025
Scientech Research LLC History Closed out 0 0 — 0.19% — -26,311 -100.0% Q3 2025 Nov 14, 2025
Amitell Capital Pte Ltd History Closed out 0 0 — 0.3% — -24,366 -100.0% Q3 2025 Nov 12, 2025
Integrated Advisors Network LLC History Closed out 0 0 — 0.02% — -22,500 -100.0% Q3 2025 Nov 12, 2025
Composition Wealth, LLC History Closed out 0 0 — 0.01% — -17,724 -100.0% Q3 2025 Oct 20, 2025
Fiduciary Alliance LLC History Closed out 0 0 — 0.02% — -17,564 -100.0% Q3 2025 Oct 08, 2025
Kathmere Capital Management, LLC History Closed out 0 0 — 0.02% — -16,212 -100.0% Q3 2025 Oct 22, 2025
Stillwater Wealth Management Group History Closed out 0 0 — 0.21% — -14,975 -100.0% Q3 2025 Dec 02, 2025
BARD ASSOCIATES INC History Closed out 0 0 — 0.08% — -14,870 -100.0% Q3 2025 Nov 14, 2025
ACORN CREEK CAPITAL LLC History Closed out 0 0 — 0.11% — -14,685 -100.0% Q3 2025 Nov 06, 2025
Castle Rock Wealth Management, LLC History Closed out 0 0 — 0.07% — -14,568 -100.0% Q3 2025 Oct 16, 2025
Black Swift Group, LLC History Closed out 0 0 — 0.05% — -13,350 -100.0% Q3 2025 Nov 13, 2025
Strategies Wealth Advisors, LLC History Closed out 0 0 — 0.03% — -13,304 -100.0% Q3 2025 Nov 12, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.03% — -13,204 -100.0% Q3 2025 Nov 12, 2025
SEVEN MILE ADVISORY History Closed out 0 0 — 0.04% — -13,000 -100.0% Q3 2025 Nov 13, 2025
NWF Advisory Services Inc. History Closed out 0 0 — 0.03% — -12,845 -100.0% Q3 2025 Oct 31, 2025
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Closed out 0 0 — 0.03% — -12,693 -100.0% Q3 2025 Oct 24, 2025
Steadtrust LLC History Closed out 0 0 — 0.17% — -12,280 -100.0% Q3 2025 Jan 21, 2026
Windsor Advisory Group, LLC History Closed out 0 0 — 0.22% — -12,144 -100.0% Q3 2025 Nov 14, 2025
Principle Wealth Partners LLC History Closed out 0 0 — 0.01% — -11,833 -100.0% Q3 2025 Nov 03, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -11,765 -100.0% Q3 2025 Oct 14, 2025
FORA Capital, LLC History Closed out 0 0 — 0.04% — -11,752 -100.0% Q3 2025 Nov 13, 2025
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -11,568 -100.0% Q3 2025 Nov 12, 2025
Koss-Olinger Consulting, LLC History Closed out 0 0 — 0.02% — -11,535 -100.0% Q3 2025 Oct 20, 2025
Hexagon Capital Partners LLC History Closed out 0 0 — 0.04% — -10,816 -100.0% Q3 2025 Nov 13, 2025
WORLD EQUITY GROUP, INC. History Closed out 0 0 — 0.05% — -10,701 -100.0% Q3 2025 Oct 24, 2025
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.07% — -10,552 -100.0% Q3 2025 Nov 12, 2025
Dana Investment Advisors, Inc. History Closed out 0 0 — 0.01% — -10,319 -100.0% Q3 2025 Nov 10, 2025
Resonant Capital Advisors, LLC History Closed out 0 0 — 0.01% — -10,248 -100.0% Q3 2025 Oct 29, 2025
Fisher Asset Management, LLC History Closed out 0 0 — 0.0% — -10,234 -100.0% Q3 2025 Nov 12, 2025
Modera Wealth Management, LLC History Closed out 0 0 — 0.0% — -10,223 -100.0% Q3 2025 Oct 31, 2025
FLPUTNAM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.0% — -10,004 -100.0% Q3 2025 Oct 10, 2025
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -9,848 -100.0% Q3 2025 Nov 14, 2025
BEACON INVESTMENT ADVISORY SERVICES, INC. History Closed out 0 0 — 0.01% — -9,835 -100.0% Q3 2025 Oct 16, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -3,601 -100.0% Q3 2025 Nov 12, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -3,031 -100.0% Q3 2025 Nov 10, 2025
Groupe la Francaise History Closed out 0 0 — 0.0% — -1,961 -100.0% Q3 2025 Nov 13, 2025
NBT BANK N A /NY History Closed out 0 0 — 0.0% — -1,528 -100.0% Q3 2025 Oct 28, 2025
ROGCO, LP History Closed out 0 0 — 0.01% — -1,388 -100.0% Q3 2025 Oct 30, 2025
MONETARY MANAGEMENT GROUP INC History Closed out 0 0 — 0.0% — -876 -100.0% Q3 2025 Nov 12, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.0% — -680 -100.0% Q3 2025 Nov 13, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.01% — -629 -100.0% Q3 2025 Nov 05, 2025
Morse Asset Management, Inc History Closed out 0 0 — 0.0% — -600 -100.0% Q3 2025 Nov 14, 2025
Capital Analysts, LLC History Closed out 0 0 — 0.0% — -468 -100.0% Q3 2025 Nov 14, 2025
Luminist Capital LLC History Closed out 0 0 — 0.01% — -400 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -400 -100.0% Q3 2025 Nov 06, 2025
Strategic Investment Solutions, Inc. /IL History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Dec 03, 2025
Rachor Investment Advisory Services, LLC History New 49 0 — — — +49 New Q4 2025 Jan 30, 2026
GPS Wealth Strategies Group, LLC History Closed out 0 0 — — — -45 -100.0% Q3 2025 Nov 03, 2025
Byrne Asset Management LLC History Closed out 0 0 — — — -19 -100.0% Q3 2025 Oct 22, 2025
DANSKE BANK A/S History New 12 0 — — — +12 New Q4 2025 Feb 02, 2026
TUCKER ASSET MANAGEMENT LLC History New 11 0 — — — +11 New Q4 2025 Feb 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 31 0 — — — -4 -11.43% Q4 2025 Jan 14, 2026
City State Bank History New 2 0 — — — +2 New Q4 2025 Jan 28, 2026
Pflug Koory, LLC History Added to 27 0 — — — +1 3.85% Q4 2025 Jan 20, 2026
PayPay Securities Corp History Closed out 0 0 — — — -1 -100.0% Q3 2025 Oct 21, 2025
Kingdom Financial Group LLC. History New 1 0 — — — +1 New Q4 2025 Feb 06, 2026
Mountain Hill Investment Partners Corp. History Added to 30 0 — — — +1 3.45% Q4 2025 Jan 26, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 48 0 — — — 0 0.0% Q4 2025 Jan 22, 2026
Horizon Investments, LLC History No change 14 0 — — — 0 0.0% Q4 2025 Feb 02, 2026
IFS Advisors, LLC History No change 30 0 — — — 0 0.0% Q4 2025 Jan 09, 2026
Davis Capital Management History No change 10 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
Sachetta, LLC History No change 32 0 — — — 0 0.0% Q4 2025 Feb 02, 2026
REAP Financial Group, LLC History No change 39 0 — — — 0 0.0% Q4 2025 Feb 10, 2026
Boreal Capital Management LLC History No change 32 0 — — — 0 0.0% Q4 2025 Feb 17, 2026