ARK ETF Trust - ARKK

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 13,166,990 1,012,804 0.12% 0.16% 1 -2,796,642 -17.52% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 6,264,925 481,898 0.07% 0.09% 2 -778,919 -11.06% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 5,381,890 413,975 0.02% 0.05% 3 -3,314,917 -38.12% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 4,400,286 338,469 0.05% 0.1% 4 -2,989,114 -40.45% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,691,664 283,962 0.02% 0.04% 5 -2,989,617 -44.75% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 3,346,971 257,449 0.04% 0.06% 6 -1,341,620 -28.61% Q4 2025 Jan 29, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 2,804,342 215,709 0.48% 0.83% 7 -1,372,362 -32.86% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 2,769,217 213,008 0.4% 0.61% 8 -2,068,483 -42.76% Q4 2025 Mar 12, 2026
CITIGROUP INC History Reduced 2,576,303 198,169 0.09% 0.13% 9 -717,077 -21.77% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 2,152,674 165,583 0.05% 0.05% 10 -22,978 -1.06% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,899,921 146,141 0.02% 0.1% 11 -8,017,307 -80.84% Q4 2025 Mar 25, 2026
Caption Management, LLC History Added to 1,695,500 130,417 0.89% 0.45% 12 +1,025,900 153.21% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 1,574,000 121,072 0.29% 0.37% 13 -571,000 -26.62% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,315,944 101,222 0.02% 0.03% 14 -256,812 -16.33% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 350,887 86,410 0.04% 0.14% 15 -370,389 -51.35% Q4 2025 Feb 10, 2026
Centiva Capital, LP History Reduced 902,713 69,436 0.56% 1.32% 16 -694,256 -43.47% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 861,411 66,259 0.02% 0.03% 17 -45,575 -5.02% Q4 2025 Feb 18, 2026
D. E. Shaw & Co., Inc. History Added to 803,691 61,876 0.03% 0.04% 18 +21,574 2.76% Q4 2025 Feb 17, 2026
Jain Global LLC History Added to 781,800 60,136 0.29% 0.13% 19 +452,600 137.48% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 714,232 54,938 0.08% 0.09% 20 +36,132 5.33% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 538,844 41,447 0.04% 0.08% 21 -346,277 -39.12% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 528,912 40,683 0.0% 0.02% 22 -3,358,008 -86.39% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 470,336 36,178 0.01% — 23 +470,336 New Q4 2025 Feb 17, 2026
CloudAlpha Capital Management Limited/Hong Kong History New 439,000 33,767 1.59% — 24 +439,000 New Q4 2025 Feb 06, 2026
Quadrature Capital Ltd History Reduced 422,604 32,506 0.33% 0.46% 25 -31,325 -6.9% Q4 2025 Feb 17, 2026
Parkway Wealth Management Group, LLC History New 420,130 32,316 4.34% — 26 +420,130 New Q4 2025 Feb 10, 2026
SCOPUS ASSET MANAGEMENT, L.P. History Added to 400,000 30,768 0.5% 0.06% 27 +350,000 700.0% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 373,866 28,757 0.12% 0.14% 28 +4,232 1.14% Q4 2025 Feb 17, 2026
Ascension Capital Advisors, Inc. History Added to 372,983 28,689 9.84% 12.42% 29 +3,258 0.88% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 355,226 27,323 0.04% 0.05% 30 -58,039 -14.04% Q4 2025 Feb 12, 2026
AYAL Capital Advisors Ltd History New 353,600 27,198 9.48% — 31 +353,600 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 348,566 26,813 0.04% 0.04% 32 -23,322 -6.27% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 332,603 25,583 0.01% 0.09% 33 -2,135,797 -86.53% Q4 2025 Feb 17, 2026
Capula Management Ltd History Reduced 300,000 23,076 0.12% 0.18% 34 -127,872 -29.89% Q4 2025 Feb 13, 2026
Venture Visionary Partners LLC History Reduced 283,857 21,834 0.71% 0.85% 35 -3,237 -1.13% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 266,868 20,527 0.05% 0.08% 36 -54,282 -16.9% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Added to 262,659 20,203 0.02% 0.03% 37 +6,736 2.63% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 259,531 19,963 0.06% 0.14% 38 -184,065 -41.49% Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 257,273 19,789 0.39% 0.55% 39 -63,400 -19.77% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Reduced 237,175 18,243 0.09% 0.11% 40 -31,676 -11.78% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 221,148 17,010 0.01% 0.01% 41 +62,979 39.82% Q4 2025 Feb 12, 2026
SONA ASSET MANAGEMENT (US) LLC History Reduced 200,000 15,384 0.35% 2.97% 43 -1,210,000 -85.82% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 200,000 15,384 0.03% — 42 +200,000 New Q4 2025 Feb 17, 2026
L1 Global Manager Pty Ltd History New 200,000 15,384 10.07% — 44 +200,000 New Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 198,894 15,298 0.02% 0.02% 45 -7,823 -3.78% Q4 2025 Feb 06, 2026
Parallax Volatility Advisers, L.P. History Reduced 192,500 14,807 0.03% 0.03% 46 -13,417 -6.52% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 191,491 14,729 0.02% 0.02% 47 -18,101 -8.64% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 185,100 14,237 0.02% 0.0% 48 +171,711 1282.48% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 181,612 13,969 0.0% 0.01% 49 -25,572 -12.34% Q4 2025 Feb 10, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 176,624 13,585 0.5% 0.53% 50 +31,733 21.9% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 176,331 13,563 0.04% 0.04% 51 +6,904 4.07% Q4 2025 Jan 26, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 175,875 13,528 0.02% 0.02% 52 +6,824 4.04% Q4 2025 Feb 17, 2026
GERBER, LLC History Reduced 168,936 12,994 7.25% 9.24% 53 -1,456 -0.85% Q4 2025 Jan 21, 2026
BARCLAYS PLC History Reduced 167,659 12,896 0.0% 0.0% 54 -44,669 -21.04% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 153,177 11,782 0.03% 0.03% 55 +2,318 1.54% Q4 2025 Jan 30, 2026
Edenbrook Capital, LLC History Reduced 150,000 11,538 2.15% 3.09% 56 -60,000 -28.57% Q4 2025 Feb 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 147,851 11,372 0.92% 1.11% 57 +426 0.29% Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History Added to 133,681 10,282 0.15% 0.08% 58 +70,177 110.51% Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History Added to 126,257 9,711 0.11% 0.19% 59 +530 0.42% Q4 2025 Jan 29, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 120,000 9,230 0.14% 0.13% 60 +18,000 17.65% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Added to 117,571 9,043 0.1% 0.12% 61 +2,329 2.02% Q4 2025 Jan 15, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 117,241 9,018 4.14% 4.87% 62 +3,778 3.33% Q4 2025 Feb 04, 2026
NewEdge Advisors, LLC History Added to 108,188 8,321 0.03% 0.04% 63 +4,201 4.04% Q4 2025 Feb 18, 2026
Rockefeller Capital Management L.P. History Added to 104,689 8,052 0.01% 0.02% 64 +3,466 3.42% Q4 2025 Mar 16, 2026
MML INVESTORS SERVICES, LLC History Added to 102,943 7,918 0.02% 0.02% 65 +17,753 20.84% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 100,240 7,710 0.01% 0.01% 66 +35,482 54.79% Q4 2025 Feb 13, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 97,318 7,710 1.73% 2.1% 67 +2,747 2.9% Q4 2025 Feb 04, 2026
MOORE CAPITAL MANAGEMENT, LP History New 100,000 7,692 0.11% — 68 +100,000 New Q4 2025 Feb 17, 2026
HIGHLAND PEAK CAPITAL, LLC History New 100,000 7,692 2.53% — 69 +100,000 New Q4 2025 Feb 12, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 99,969 7,689 3.34% 3.56% 70 +4,456 4.67% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 96,570 7,428 0.0% 0.0% 71 +22,515 30.4% Q4 2025 Feb 17, 2026
SkyOak Wealth, LLC History Reduced 92,072 7,082 1.27% 1.56% 72 -3,516 -3.68% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 90,873 6,989 0.0% 0.01% 73 +538 0.6% Q4 2025 Feb 10, 2026
BW Gestao de Investimentos Ltda. History Reduced 87,577 6,736 0.15% 3.77% 74 -912,423 -91.24% Q4 2025 Feb 10, 2026
Kestra Advisory Services, LLC History Added to 84,756 6,519 0.03% 0.03% 75 +4,679 5.84% Q4 2025 Feb 13, 2026
ARK Investment Management LLC History Added to 82,464 6,343 0.04% 0.01% 76 +65,993 400.66% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 80,904 6,223 0.11% 0.12% 77 +13,078 19.28% Q4 2025 Feb 19, 2026
Polymer Capital Management (US) LLC History Added to 80,000 6,153 0.65% 0.14% 78 +65,000 433.33% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 79,501 6,115 0.01% 0.01% 79 -30,123 -27.48% Q4 2025 Feb 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 70,116 5,739 0.01% 0.01% 80 -5,508 -7.28% Q4 2025 Jan 08, 2026
Arkadios Wealth Advisors History Added to 74,574 5,736 0.11% 0.09% 81 +32,106 75.6% Q4 2025 Feb 13, 2026
NBZ Investment Advisors LLC History Reduced 73,777 5,674 2.47% 3.36% 82 -789 -1.06% Q4 2025 Feb 03, 2026
One Charles Private Wealth Services, LLC History Reduced 71,211 5,477 1.42% 1.65% 83 -1,364 -1.88% Q4 2025 Feb 06, 2026
VELA Investment Management, LLC History New 70,000 5,384 1.27% — 84 +70,000 New Q4 2025 Feb 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 67,719 5,208 0.06% 0.07% 85 +3,579 5.58% Q4 2025 Jan 29, 2026
LMR Partners LLP History Reduced 66,400 5,107 0.01% 0.16% 86 -343,459 -83.8% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Added to 64,718 4,978 0.23% 0.27% 87 +1,060 1.67% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Reduced 62,619 4,816 0.05% 0.07% 88 -6,077 -8.85% Q4 2025 Jan 20, 2026
Maven Securities LTD History Reduced 62,077 4,779 0.11% 0.63% 89 -231,024 -78.82% Q4 2025 Feb 13, 2026
EFG International AG History New 62,009 4,769 0.09% — 90 +62,009 New Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Added to 61,412 4,724 0.29% 0.3% 91 +5,332 9.51% Q4 2025 Feb 13, 2026
CSS LLC/IL History Added to 61,000 4,692 0.21% 0.19% 92 +12,500 25.77% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 60,700 4,669 0.0% 0.04% 93 -395,500 -86.69% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 58,976 4,536 0.06% 0.11% 94 -30,699 -34.23% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 56,923 4,378 0.05% 0.07% 95 -19,118 -25.14% Q4 2025 Jan 16, 2026
Yarbrough Capital, LLC History No change 56,176 4,321 0.13% 0.15% 96 0 0.0% Q4 2025 Jan 14, 2026
Variant Private Wealth, LLC History Reduced 54,774 4,213 4.38% 6.42% 97 -25,765 -31.99% Q4 2025 Jan 26, 2026
Parkwood LLC History No change 53,300 4,100 0.32% 0.42% 98 0 0.0% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 53,216 4,093 0.02% 0.01% 99 -1,493 -2.73% Q4 2025 Jan 29, 2026
Brevan Howard Capital Management LP History Reduced 51,400 3,953 0.04% 0.04% 100 -63,904 -55.42% Q4 2025 Feb 17, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History Reduced 47,220 3,751 3.15% 3.67% 101 -4,789 -9.21% Q4 2025 Jan 28, 2026
Steward Partners Investment Advisory, LLC History Added to 44,656 3,434 0.02% 0.02% 102 +530 1.2% Q4 2025 Feb 12, 2026
Madison Park Capital Advisors, LLC History Reduced 43,980 3,382 2.74% 3.13% 103 -222 -0.5% Q4 2025 Jan 20, 2026
SCOTIA CAPITAL INC. History Reduced 43,860 3,373 0.01% 0.02% 104 -6,952 -13.68% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Reduced 43,414 3,334 0.08% 0.1% 105 -3,079 -6.62% Q4 2025 Feb 17, 2026
Whipplewood Advisors, LLC History Added to 42,052 3,234 2.08% 2.37% 106 +258 0.62% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Added to 41,273 3,174 0.14% 0.15% 107 +948 2.35% Q4 2025 Feb 17, 2026
Missouri Trust & Investment Co History Added to 41,190 3,168 0.93% 0.96% 108 +3,465 9.18% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 58,782 3,108 0.0% 0.01% 109 +10,463 21.65% Q4 2025 Mar 09, 2026
TRUE Private Wealth Advisors History Reduced 39,581 3,044 0.3% 0.37% 110 -1,940 -4.67% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 39,480 3,036 0.0% 0.01% 111 +3,227 8.9% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Reduced 39,245 3,018 0.02% 0.29% 112 -672,355 -94.48% Q4 2025 Feb 09, 2026
Point72 Asset Management, L.P. History Reduced 39,000 2,999 0.0% 0.07% 113 -431,000 -91.7% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Reduced 38,000 2,922 0.0% 0.02% 114 -132,200 -77.67% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 37,998 2,922 0.0% 0.0% 115 -1,107 -2.83% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Reduced 36,949 2,842 0.02% 0.03% 116 -2,077 -5.32% Q4 2025 Jan 26, 2026
Candriam S.C.A. History No change 35,520 2,732 0.01% 0.02% 117 0 0.0% Q4 2025 Feb 13, 2026
Intrepid Financial Planning Group LLC History Reduced 35,210 2,708 1.03% 1.17% 118 -418 -1.17% Q4 2025 Feb 13, 2026
Crescent Grove Advisors, LLC History Reduced 33,599 2,584 0.24% 0.28% 119 -310 -0.91% Q4 2025 Feb 11, 2026
PFG Advisors History Reduced 33,272 2,559 0.12% 0.17% 120 -15,080 -31.19% Q4 2025 Jan 27, 2026
Clearwater Capital Advisors, LLC History Reduced 32,976 2,536 0.21% 0.26% 121 -2,138 -6.09% Q4 2025 Feb 09, 2026
JTC Employer Solutions Trustee Ltd History No change 32,152 2,475 0.17% 0.24% 122 0 0.0% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Reduced 31,861 2,452 0.01% 0.01% 123 -63 -0.2% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Reduced 31,649 2,434 0.0% 0.01% 124 -953 -2.92% Q4 2025 Feb 10, 2026
Purus Wealth Management, LLC History Added to 31,161 2,396 0.75% 0.85% 125 +172 0.56% Q4 2025 Jan 27, 2026
Bleakley Financial Group, LLC History Reduced 30,692 2,360 0.04% 0.06% 126 -18 -0.06% Q4 2025 Feb 09, 2026
Equitable Holdings, Inc. History Added to 30,413 2,339 0.02% 0.02% 127 +3,148 11.55% Q4 2025 Feb 17, 2026
Post Resch Tallon Group Inc. History Reduced 29,598 2,276 1.92% 2.32% 128 -820 -2.7% Q4 2025 Jan 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 28,882 2,221 0.06% 0.07% 129 -2,891 -9.1% Q4 2025 Feb 09, 2026
Cassaday & Co Wealth Management LLC History Reduced 28,804 2,215 0.05% 0.06% 130 -445 -1.52% Q4 2025 Feb 03, 2026
PFG Investments, LLC History Reduced 28,719 2,209 0.1% 0.13% 131 -487 -1.67% Q4 2025 Jan 26, 2026
Apella Capital, LLC History Reduced 28,252 2,173 0.04% 0.06% 132 -639 -2.21% Q4 2025 Jan 21, 2026
SIG BROKERAGE, LP History Reduced 28,147 2,165 0.07% 0.08% 133 -5,853 -17.21% Q4 2025 Feb 17, 2026
Legacy Private Trust Co. History Reduced 27,727 2,132 0.13% 0.15% 134 -683 -2.4% Q4 2025 Jan 08, 2026
J.W. COLE ADVISORS, INC. History Reduced 28,080 2,122 0.05% 0.05% 135 -159 -0.56% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 27,423 2,109 0.1% 0.18% 136 -6,472 -19.09% Q4 2025 Jan 28, 2026
New World Advisors LLC History Added to 26,679 2,052 0.35% 0.42% 137 +225 0.85% Q4 2025 Feb 06, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 26,484 2,037 0.11% 0.14% 138 +988 3.88% Q4 2025 Feb 04, 2026
Snowden Capital Advisors LLC History Added to 26,238 2,018 0.05% 0.05% 139 +5,372 25.75% Q4 2025 Feb 17, 2026
NWAM LLC History Added to 25,953 2,009 0.11% 0.12% 140 +1,238 5.01% Q4 2025 Feb 04, 2026
Dakota Wealth Management History New 26,008 2,000 0.04% — 141 +26,008 New Q4 2025 Jan 13, 2026
M Holdings Securities, Inc. History New 25,800 1,985 0.14% — 142 +25,800 New Q4 2025 Feb 11, 2026
Milestones Private Investment Advisors LLC History Reduced 25,694 1,976 1.36% 1.71% 143 -3,363 -11.57% Q4 2025 Jan 26, 2026
KERR FINANCIAL PLANNING Corp History Added to 29,679 1,973 2.67% 2.93% 144 +2,521 9.28% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 25,371 1,952 0.0% 0.0% 145 +9,908 64.08% Q4 2025 Jan 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 25,270 1,943 0.13% 0.18% 146 -6,397 -20.2% Q4 2025 Feb 03, 2026
OneDigital Investment Advisors LLC History Reduced 25,075 1,928 0.02% 0.04% 147 -21,204 -45.82% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Reduced 25,018 1,925 0.01% 0.02% 148 -5,777 -18.76% Q4 2025 Jan 27, 2026
ExodusPoint Capital Management, LP History New 25,002 1,924 0.02% — 149 +25,002 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 24,571 1,889 0.0% 0.0% 150 -1,429 -5.5% Q4 2025 Feb 18, 2026
Clear Harbor Asset Management, LLC History Reduced 24,436 1,879 0.13% 0.23% 151 -13,246 -35.15% Q4 2025 Feb 10, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Reduced 24,108 1,854 0.92% 1.15% 152 -203 -0.84% Q4 2025 Jan 30, 2026
Prosperity Wealth Management, Inc. History New 24,090 1,853 0.62% — 153 +24,090 New Q4 2025 Mar 27, 2026
Strategic Wealth Investment Group, LLC History Reduced 23,771 1,828 0.22% 0.26% 154 -11,661 -32.91% Q4 2025 Feb 11, 2026
Grant Private Wealth Management Inc History Reduced 23,069 1,774 1.07% 1.24% 155 -234 -1.0% Q4 2025 Jan 05, 2026
Janney Montgomery Scott LLC History Reduced 22,990 1,768 0.0% 0.0% 156 -754 -3.18% Q4 2025 Feb 11, 2026
WCG Wealth Advisors LLC History Added to 22,366 1,720 0.05% 0.08% 157 +7,171 47.19% Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Reduced 22,187 1,706 0.04% 0.1% 158 -20,474 -47.99% Q4 2025 Feb 17, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 22,101 1,700 0.2% 0.28% 159 -3,135 -12.42% Q4 2025 Jan 26, 2026
Redhawk Wealth Advisors, Inc. History Reduced 21,993 1,691 0.19% 0.22% 160 -72 -0.33% Q4 2025 Jan 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 21,857 1,681 0.03% 0.04% 161 -1,441 -6.19% Q4 2025 Feb 12, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Reduced 21,737 1,672 0.41% 0.51% 162 -100 -0.46% Q4 2025 Feb 06, 2026
Mutual Advisors, LLC History Added to 21,653 1,665 0.04% 0.03% 163 +4,008 22.71% Q4 2025 Feb 02, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Reduced 21,529 1,656 1.32% 1.61% 164 -237 -1.09% Q4 2025 Jan 21, 2026
GUGGENHEIM CAPITAL LLC History No change 21,520 1,655 0.01% 0.01% 165 0 0.0% Q4 2025 Feb 17, 2026
Glassman Wealth Services History Reduced 21,301 1,638 0.22% 0.27% 166 -669 -3.05% Q4 2025 Jan 28, 2026
FORTEM FINANCIAL GROUP, LLC History Added to 21,243 1,634 0.44% 0.49% 167 +1,312 6.58% Q4 2025 Feb 04, 2026
FSC Wealth Advisors, LLC History Reduced 21,065 1,620 2.63% 3.14% 168 -41,968 -66.58% Q4 2025 Jan 22, 2026
Lido Advisors, LLC History Added to 20,012 1,618 0.0% 0.0% 169 +3,111 18.41% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 20,806 1,600 0.01% — 170 +20,806 New Q4 2025 Feb 05, 2026
Family Manage LLC History No change 20,708 1,592 0.2% 0.25% 171 0 0.0% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Reduced 20,301 1,561 0.07% 0.08% 172 -80 -0.39% Q4 2025 Feb 10, 2026
WealthTrak Capital Management LLC History Reduced 20,161 1,550 1.11% 1.5% 173 -1,016 -4.8% Q4 2025 Feb 10, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 20,098 1,545 0.0% 19.04% 174 -27,411 -57.7% Q4 2025 Feb 17, 2026
NavPoint Financial, Inc. History Added to 20,040 1,541 0.66% 0.52% 175 +8,430 72.61% Q4 2025 Jan 20, 2026
United Advisor Group, LLC History Added to 19,691 1,514 0.19% 0.23% 176 +183 0.94% Q4 2025 Jan 26, 2026
Valtrion Capital Management, LLC History Reduced 19,494 1,499 1.49% 2.05% 178 -2,615 -11.83% Q4 2025 Feb 11, 2026
Orion Porfolio Solutions, LLC History Added to 19,498 1,499 0.01% 0.01% 177 +249 1.29% Q4 2025 Feb 12, 2026
Atlas Private Wealth Advisors History Added to 19,240 1,479 0.35% 0.38% 179 +1,135 6.27% Q4 2025 Feb 05, 2026
Intesa Sanpaolo Wealth Management History New 19,000 1,461 0.3% — 180 +19,000 New Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Added to 18,614 1,431 0.0% 0.0% 181 +1,897 11.35% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 18,214 1,401 0.05% 0.05% 182 +3,035 19.99% Q4 2025 Feb 06, 2026
Sloy Dahl & Holst, LLC History Reduced 18,124 1,394 0.17% 0.18% 183 -1,953 -9.73% Q4 2025 Feb 04, 2026
Capital Investment Advisors, LLC History Reduced 17,491 1,345 0.02% 0.03% 184 -1,072 -5.77% Q4 2025 Jan 13, 2026
Cadence Bank History No change 17,000 1,307 0.08% 0.09% 185 0 0.0% Q4 2025 Jan 30, 2026
Osbon Capital Management LLC History New 16,765 1,289 1.21% — 186 +16,765 New Q4 2025 Mar 16, 2026
Prospera Financial Services Inc History Reduced 16,573 1,276 0.02% 0.02% 187 -276 -1.64% Q4 2025 Feb 09, 2026
Greykasell Wealth Strategies, Inc. History Reduced 16,574 1,274 0.5% 0.62% 188 -506 -2.96% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Reduced 16,511 1,270 0.01% 0.03% 189 -5,623 -25.4% Q4 2025 Jan 23, 2026
Windsor Advisory Group, LLC History No change 16,255 1,250 1.12% 1.24% 190 0 0.0% Q4 2025 Feb 17, 2026
Worthington Financial Partners, LLC History New 15,728 1,209 1.07% — 192 +15,728 New Q4 2025 Mar 05, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 15,728 1,209 0.0% 0.0% 191 -2,519 -13.81% Q4 2025 Feb 17, 2026
Biltmore Family Office, LLC History No change 15,500 1,192 0.16% 0.19% 193 0 0.0% Q4 2025 Feb 04, 2026
SIH Partners, LLLP History Added to 15,396 1,184 0.02% 0.04% 194 +620 4.2% Q4 2025 Feb 17, 2026
New England Private Wealth Advisors LLC History No change 15,136 1,164 0.14% 0.17% 195 0 0.0% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Reduced 14,987 1,152 0.02% 0.04% 196 -5,706 -27.57% Q4 2025 Jan 14, 2026
BIP Wealth, LLC History Added to 14,704 1,131 0.04% 0.02% 197 +10,426 243.71% Q4 2025 Jan 21, 2026
Sigma Planning Corp History Added to 14,072 1,082 0.03% 0.03% 198 +814 6.14% Q4 2025 Jan 30, 2026
Pinnacle Family Advisors, LLC History New 13,824 1,063 0.47% — 199 +13,824 New Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Reduced 13,757 1,058 0.07% 0.1% 200 -2,890 -17.36% Q4 2025 Feb 03, 2026
Arax Advisory Partners History Reduced 13,643 1,049 0.03% 0.05% 201 -40,071 -74.6% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 13,512 1,039 0.01% 0.01% 202 +41 0.3% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Reduced 13,497 1,038 0.04% 0.05% 203 -797 -5.58% Q4 2025 Feb 17, 2026
Evolution Wealth Advisors, LLC History Reduced 13,472 1,036 0.1% 0.17% 204 -1,269 -8.61% Q4 2025 Jan 12, 2026
Integrated Wealth Concepts LLC History Reduced 13,445 1,034 0.01% 0.01% 205 -4,441 -24.83% Q4 2025 Feb 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 13,431 1,033 0.06% 0.06% 206 +1,238 10.15% Q4 2025 Jan 15, 2026
HBK Sorce Advisory LLC History Reduced 14,510 1,021 0.02% 0.03% 207 -12 -0.08% Q4 2025 Feb 09, 2026
KICKSTAND VENTURES, LLC. History Added to 12,965 997 0.21% 0.21% 208 +1,776 15.87% Q4 2025 Jan 29, 2026
First Heartland Consultants, Inc. History Reduced 12,667 974 0.07% 0.09% 209 -698 -5.22% Q4 2025 Jan 09, 2026
Regal Investment Advisors LLC History Added to 12,673 974 0.06% 0.07% 210 +286 2.31% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Reduced 12,634 971 0.0% 0.0% 211 -2,486 -16.44% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Reduced 12,605 969 0.02% 0.03% 212 -3,704 -22.71% Q4 2025 Jan 23, 2026
Edgestream Partners, L.P. History Added to 12,278 944 0.03% 0.02% 213 +4,967 67.94% Q4 2025 Feb 13, 2026
Zuckerman Investment Group, LLC History No change 12,250 942 0.08% 0.1% 214 0 0.0% Q4 2025 Feb 13, 2026
Three Magnolias Financial Advisors, LLC History Added to 12,018 924 0.57% 0.64% 215 +85 0.71% Q4 2025 Jan 20, 2026
StoneX Group Inc. History Added to 11,912 917 0.04% 0.04% 216 +283 2.43% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 11,833 910 0.0% 0.0% 217 +210 1.81% Q4 2025 Feb 05, 2026
Atlas Legacy Advisors, LLC History Added to 11,689 899 0.16% 0.19% 218 +6 0.05% Q4 2025 Jan 29, 2026
B. Riley Wealth Advisors, Inc. History Reduced 11,647 895 0.04% 0.06% 219 -3,397 -22.58% Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Reduced 11,526 886 0.13% 0.16% 220 -834 -6.75% Q4 2025 Feb 10, 2026
Kovack Advisors, Inc. History Added to 11,462 881 0.04% 0.07% 221 +3,052 36.29% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 11,315 870 0.01% 0.01% 222 +133 1.19% Q4 2025 Jan 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 11,284 868 0.0% 0.0% 223 -2,470 -17.96% Q4 2025 Feb 13, 2026
Summit Investment Advisory Services, LLC History Added to 11,282 867 0.33% 0.39% 224 +56 0.5% Q4 2025 Feb 04, 2026
Relyea Zuckerberg Hanson LLC History No change 11,270 866 0.09% 0.1% 225 0 0.0% Q4 2025 Jan 20, 2026
Colonial River Investments, LLC History Added to 11,241 864 0.31% 0.32% 226 +1,293 13.0% Q4 2025 Feb 04, 2026
Summit Financial, LLC History Added to 10,985 844 0.01% 0.01% 227 +4,314 64.67% Q4 2025 Feb 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 10,790 829 0.06% 0.08% 228 -2,047 -15.95% Q4 2025 Feb 12, 2026
Intellus Advisors LLC History Reduced 10,752 827 0.11% 0.13% 229 -495 -4.4% Q4 2025 Feb 06, 2026
Geneos Wealth Management Inc. History Added to 10,731 825 0.02% 0.02% 230 +2,561 31.35% Q4 2025 Jan 28, 2026
Pathstone Holdings, LLC History New 10,719 824 0.0% — 232 +10,719 New Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History No change 10,713 824 0.01% 0.01% 231 0 0.0% Q4 2025 Feb 05, 2026
HBW ADVISORY SERVICES LLC History Reduced 10,507 808 0.09% 0.12% 233 -1,777 -14.47% Q4 2025 Jan 23, 2026
Dynamic Advisor Solutions LLC History Reduced 10,428 802 0.03% 0.08% 234 -23,213 -69.0% Q4 2025 Jan 09, 2026
Savvy Advisors, Inc. History Added to 10,404 800 0.03% 0.02% 235 +5,820 126.96% Q4 2025 Jan 20, 2026
Belpointe Asset Management LLC History Reduced 10,392 799 0.03% 0.07% 236 -12,025 -53.64% Q4 2025 Jan 27, 2026
Straight Path Wealth Management History Reduced 10,399 799 0.22% 0.27% 237 -1,050 -9.17% Q4 2025 Feb 11, 2026
Lebenthal Global Advisors, LLC History No change 10,298 792 0.12% 0.16% 238 0 0.0% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History New 10,159 781 0.0% — 239 +10,159 New Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Reduced 10,150 780 0.04% 0.06% 240 -3,045 -23.08% Q4 2025 Feb 05, 2026
WEDBUSH SECURITIES INC History Added to 10,082 776 0.02% 0.02% 241 +3,703 58.05% Q4 2025 Feb 12, 2026
TORNO CAPITAL, LLC History New 10,000 769 0.17% — 242 +10,000 New Q4 2025 Feb 17, 2026
Indivisible Partners History New 9,913 762 0.08% — 244 +9,913 New Q4 2025 Feb 03, 2026
Beacon Financial Advisory LLC History Reduced 9,911 762 0.18% 0.21% 243 -500 -4.8% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Added to 9,836 756 0.02% 0.02% 245 +1,612 19.6% Q4 2025 Jan 06, 2026
NBC SECURITIES, INC. History Reduced 9,784 752 0.06% 0.07% 246 -159 -1.6% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Reduced 9,725 748 0.0% 0.0% 247 -241,158 -96.12% Q4 2025 Feb 17, 2026
White Knight Strategic Wealth Advisors, LLC History Reduced 9,555 734 0.54% 0.66% 248 -182 -1.87% Q4 2025 Feb 20, 2026
Sierra Capital LLC History No change 9,437 726 0.08% 0.09% 249 0 0.0% Q4 2025 Feb 18, 2026
CreativeOne Wealth, LLC History Added to 9,422 724 0.02% 0.02% 250 +9 0.1% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 8,347 717 0.0% 0.0% 251 -3,619 -30.24% Q4 2025 Feb 17, 2026
HANOVER ADVISORS INC History Added to 9,150 703 0.27% 0.3% 252 +60 0.66% Q4 2025 Feb 17, 2026
Ballew Advisors, Inc History No change 8,289 689 0.39% 0.4% 253 0 0.0% Q4 2025 Jan 14, 2026
HB Wealth Management, LLC History No change 8,917 685 0.0% 0.01% 254 0 0.0% Q4 2025 Jan 28, 2026
Marex Group plc History Reduced 8,900 684 0.0% 0.15% 255 -244,721 -96.49% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 8,707 669 0.01% 0.01% 256 -95 -1.08% Q4 2025 Feb 10, 2026
Western Wealth Management, LLC History Reduced 8,660 666 0.03% 0.04% 257 -432 -4.75% Q4 2025 Feb 05, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 8,610 662 0.04% 0.07% 258 -4,710 -35.36% Q4 2025 Jan 23, 2026
St. Louis Trust Co History No change 8,615 662 0.08% 0.09% 259 0 0.0% Q4 2025 Feb 09, 2026
&PARTNERS History Added to 8,999 657 0.0% 0.0% 260 +832 10.19% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 8,533 656 0.0% 0.0% 261 +1,430 20.13% Q4 2025 Feb 11, 2026
DLD Asset Management, LP History Added to 8,478 652 0.05% 0.05% 262 +978 13.04% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 8,273 636 0.0% 0.0% 263 +3,304 66.49% Q4 2025 Jan 26, 2026
Avidian Wealth Enterprises, LLC History Added to 8,264 635 0.02% 0.03% 264 +78 0.95% Q4 2025 Feb 02, 2026
BridgePort Financial Solutions, LLC History Added to 8,255 634 0.17% 0.19% 265 +153 1.89% Q4 2025 Jan 16, 2026
Global Retirement Partners, LLC History Added to 8,219 632 0.01% 0.02% 266 +444 5.71% Q4 2025 Feb 06, 2026
TWO SIGMA SECURITIES, LLC History Reduced 8,145 626 0.09% 0.17% 267 -5,163 -38.8% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 8,107 622 0.0% 0.0% 268 -8,369 -50.8% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History New 8,090 622 0.0% — 269 +8,090 New Q4 2025 Feb 06, 2026
Clear Creek Financial Management, LLC History Reduced 7,996 615 0.05% 0.07% 271 -1,634 -16.97% Q4 2025 Jan 23, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 8,007 615 0.4% 0.4% 270 -465 -5.49% Q4 2025 Feb 09, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 7,990 614 0.12% 0.14% 272 -374 -4.47% Q4 2025 Jan 28, 2026
SAXON INTERESTS, INC. History Added to 7,905 608 0.21% 0.2% 273 +918 13.14% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Reduced 7,889 606 0.01% 0.01% 274 -58 -0.73% Q4 2025 Jan 16, 2026
Bison Wealth, LLC History New 8,717 602 0.07% — 275 +8,717 New Q4 2025 Mar 24, 2026
Advyzon Investment Management, LLC History Reduced 7,826 601 0.07% 0.12% 276 -363 -4.43% Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Added to 7,216 591 0.05% 0.05% 277 +54 0.75% Q4 2025 Jan 20, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History New 7,308 562 0.03% — 278 +7,308 New Q4 2025 Jan 20, 2026
World Investment Advisors History Added to 7,287 560 0.01% 0.01% 279 +3,030 71.18% Q4 2025 Mar 12, 2026
Horizon Wealth Management, LLC History No change 7,175 551 0.09% 0.09% 280 0 0.0% Q4 2025 Feb 04, 2026
Focus Partners Advisor Solutions, LLC History Reduced 7,162 550 0.01% 0.01% 281 -766 -9.66% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Reduced 7,144 549 0.01% 0.02% 282 -1,543 -17.76% Q4 2025 Feb 06, 2026
Fiduciary Alliance LLC History Added to 7,150 549 0.04% 0.04% 283 +775 12.16% Q4 2025 Jan 22, 2026
RFG Advisory, LLC History Added to 7,137 548 0.01% 0.01% 284 +450 6.73% Q4 2025 Feb 03, 2026
WealthCare Investment Partners, LLC History Reduced 6,991 547 0.16% 0.22% 286 -894 -11.34% Q4 2025 Jan 06, 2026
Csenge Advisory Group History Reduced 7,120 547 0.02% 0.03% 285 -38 -0.53% Q4 2025 Feb 06, 2026
Trust Co History Added to 7,086 545 0.05% 0.06% 287 +45 0.64% Q4 2025 Jan 15, 2026
Keating Financial Advisory Services, Inc. History New 7,052 542 0.07% — 288 +7,052 New Q4 2025 Feb 09, 2026
Clearstead Trust, LLC History Added to 7,023 540 0.09% 0.1% 289 +247 3.65% Q4 2025 Feb 09, 2026
Prospect Financial Services LLC History Reduced 6,954 534 0.31% 0.35% 290 -55 -0.78% Q4 2025 Feb 06, 2026
Caprock Group, LLC History Added to 6,909 531 0.01% 0.01% 291 +2,175 45.94% Q4 2025 Jan 28, 2026
American Financial Advisors, LLC History Reduced 6,859 527 0.07% 0.09% 293 -1,639 -19.29% Q4 2025 Feb 03, 2026
Apollon Wealth Management, LLC History Reduced 6,860 527 0.01% 0.01% 292 -12 -0.17% Q4 2025 Jan 22, 2026
Rossmore Private Capital History Added to 6,790 522 0.05% 0.06% 294 +580 9.34% Q4 2025 Feb 05, 2026
XML Financial, LLC History Added to 6,769 520 0.04% 0.05% 295 +50 0.74% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Added to 6,736 518 0.01% 0.01% 296 +606 9.89% Q4 2025 Feb 02, 2026
Focus Financial Network, Inc. History Reduced 6,714 516 0.02% 0.03% 297 -1,506 -18.32% Q4 2025 Jan 12, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 6,683 514 0.07% 0.07% 298 0 0.0% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Added to 6,652 511 0.01% 0.01% 299 +68 1.03% Q4 2025 Jan 20, 2026
Commonwealth Financial Services, LLC History New 6,638 510 0.08% — 300 +6,638 New Q4 2025 Feb 06, 2026
HARBOUR INVESTMENTS, INC. History Added to 6,625 509 0.01% 0.01% 301 +1,436 27.67% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Added to 6,539 503 0.02% 0.02% 302 +124 1.93% Q4 2025 Feb 06, 2026
IFG Advisory, LLC History Added to 6,525 501 0.02% 0.02% 303 +398 6.5% Q4 2025 Feb 10, 2026
Phillips Wealth Planners LLC History Reduced 6,164 494 0.4% 0.47% 304 -19 -0.31% Q4 2025 Feb 10, 2026
Safeguard Investment Advisory Group, LLC History Reduced 6,292 483 0.12% 0.15% 305 -921 -12.77% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 6,268 482 0.01% 0.01% 306 -319 -4.84% Q4 2025 Feb 06, 2026
Principle Wealth Partners LLC History No change 6,173 474 0.03% 0.03% 307 0 0.0% Q4 2025 Feb 06, 2026
KFG WEALTH MANAGEMENT, LLC History New 6,089 468 0.06% — 308 +6,089 New Q4 2025 Jan 21, 2026
Bank of New York Mellon Corp History Added to 6,083 467 0.0% 0.0% 309 +425 7.51% Q4 2025 Feb 10, 2026
Blue Capital, Inc. History Reduced 6,077 467 0.33% 0.4% 310 -135 -2.17% Q4 2025 Feb 23, 2026
CPA Asset Management Group, LLC History No change 5,986 460 0.16% 0.2% 311 0 0.0% Q4 2025 Jan 13, 2026
SteelPeak Wealth, LLC History Reduced 5,859 450 0.01% 0.03% 312 -2,950 -33.49% Q4 2025 Jan 20, 2026
LuminArx Capital Management LP History New 35,000 446 0.41% — 313 +35,000 New Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Reduced 5,751 442 0.01% 0.01% 314 -445 -7.18% Q4 2025 Feb 03, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 5,683 437 0.06% 0.08% 315 -43 -0.75% Q4 2025 Feb 03, 2026
Chicago Partners Investment Group LLC History Added to 5,362 432 0.01% 0.01% 316 +713 15.34% Q4 2025 Jan 28, 2026
Beacon Pointe Advisors, LLC History Added to 5,593 430 0.0% 0.0% 317 +725 14.89% Q4 2025 Feb 18, 2026
Focus Partners Wealth History Reduced 5,556 427 0.0% 0.0% 318 -2,171 -28.1% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Reduced 5,559 427 0.01% 0.01% 319 -1,050 -15.89% Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History Reduced 5,536 425 0.02% 0.03% 320 -77 -1.37% Q4 2025 Jan 07, 2026
IPG Investment Advisors LLC History Reduced 5,476 421 0.07% 0.09% 321 -500 -8.37% Q4 2025 Feb 09, 2026
Betterment LLC History Reduced 5,459 420 0.0% 0.0% 322 -200 -3.53% Q4 2025 Feb 12, 2026
Heritage Wealth Management, Inc. History Reduced 5,385 414 0.12% 0.15% 323 -518 -8.78% Q4 2025 Jan 26, 2026
Stablepoint Partners, LLC History Reduced 5,379 413 0.06% 0.08% 324 -105 -1.91% Q4 2025 Jan 13, 2026
Sovereign Financial Group, Inc. History Reduced 5,325 409 0.07% 0.09% 326 -513 -8.79% Q4 2025 Jan 07, 2026
WealthShield Partners, LLC History Added to 5,320 409 0.05% 0.05% 325 +16 0.3% Q4 2025 Feb 03, 2026
Vivaldi Capital Management LP History No change 5,210 400 0.05% 0.06% 327 0 0.0% Q4 2025 Feb 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 5,526 399 0.15% 0.18% 328 +479 9.49% Q4 2025 Feb 12, 2026
Global Assets Advisory, LLC History Reduced 5,136 395 0.11% 0.14% 329 -246 -4.57% Q4 2025 Feb 09, 2026
Triumph Capital Management History Added to 5,101 392 0.08% 0.08% 330 +1,753 52.36% Q4 2025 Feb 12, 2026
LaSalle St. Investment Advisors, LLC History Added to 5,103 392 0.06% 0.08% 331 +2 0.04% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 5,045 388 0.0% 0.0% 332 +773 18.09% Q4 2025 Jan 05, 2026
Independent Wealth Network Inc. History Reduced 4,908 377 0.12% 0.14% 333 -301 -5.78% Q4 2025 Jan 26, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 4,886 375 0.06% — 335 +4,886 New Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 4,884 375 0.0% 0.01% 334 +56 1.16% Q4 2025 Feb 09, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 4,874 374 0.04% 0.05% 336 0 0.0% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 4,851 373 0.01% 0.01% 337 +74 1.55% Q4 2025 Feb 12, 2026
Syntegra Private Wealth Group, LLC History No change 4,841 372 0.03% 0.04% 338 0 0.0% Q4 2025 Feb 10, 2026
Heritage Wealth Management, Inc. /CA/ History Reduced 4,778 367 0.23% 0.28% 339 -101 -2.07% Q4 2025 Feb 04, 2026
VestGen Advisors, LLC History New 4,762 366 0.02% — 340 +4,762 New Q4 2025 Feb 17, 2026
GTS SECURITIES LLC History New 4,747 365 0.01% — 342 +4,747 New Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Reduced 4,746 365 0.02% 0.02% 341 -23 -0.48% Q4 2025 Feb 10, 2026
Archford Capital Strategies, LLC History Added to 4,737 364 0.04% 0.05% 343 +21 0.45% Q4 2025 Jan 15, 2026
AlphaStar Capital Management, LLC History Reduced 4,731 363 0.03% 0.04% 344 -212 -4.29% Q4 2025 Feb 02, 2026
Navis Wealth Advisors, LLC History Reduced 4,664 358 0.15% 0.35% 345 -705 -13.13% Q4 2025 Feb 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 4,657 358 0.02% 0.02% 346 +272 6.2% Q4 2025 Feb 17, 2026
DOLIVER ADVISORS, LP History Reduced 4,593 353 0.09% 0.1% 347 -63 -1.35% Q4 2025 Jan 06, 2026
AdvisorNet Financial, Inc History Added to 4,572 351 0.02% 0.02% 348 +90 2.01% Q4 2025 Jan 20, 2026
CENTAURUS FINANCIAL, INC. History Reduced 4,550 350 0.02% 0.05% 349 -8,265 -64.49% Q4 2025 Feb 13, 2026
Collar Capital Management, LLC History Reduced 4,539 349 0.23% 0.3% 350 -430 -8.65% Q4 2025 Feb 10, 2026
Rathbones Group PLC History Added to 4,520 347 0.0% 0.0% 351 +1,905 72.85% Q4 2025 Feb 06, 2026
One Capital Management, LLC History Reduced 4,475 344 0.01% 0.01% 352 -163 -3.51% Q4 2025 Feb 10, 2026
Oxler Private Wealth LLC History No change 4,477 344 0.1% 0.11% 353 0 0.0% Q4 2025 Jan 23, 2026
CHOREO, LLC History Reduced 4,407 343 0.0% 0.01% 354 -2,603 -37.13% Q4 2025 Jan 23, 2026
Collaborative Wealth Managment Inc. History Reduced 4,462 343 0.12% 0.16% 355 -54 -1.2% Q4 2025 Feb 09, 2026
Adams Wealth Management History No change 4,433 340 0.07% 0.08% 356 0 0.0% Q4 2025 Feb 18, 2026
CacheTech Inc. History No change 4,433 340 0.06% 0.08% 357 0 0.0% Q4 2025 Feb 18, 2026
Quadcap Wealth Management, LLC History Reduced 4,418 339 0.04% 0.05% 358 -557 -11.2% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History Added to 4,380 336 0.0% 0.0% 359 +177 4.21% Q4 2025 Feb 12, 2026
CarsonAllaria Wealth Management, Ltd. History Reduced 4,380 336 0.17% 0.2% 360 -12 -0.27% Q4 2025 Jan 22, 2026
Houlihan Financial Resource Group, Ltd. History New 4,376 334 0.13% — 361 +4,376 New Q4 2025 Feb 10, 2026
Milestone Asset Management Group, LLC History Reduced 4,351 334 0.19% 0.24% 362 -5 -0.11% Q4 2025 Feb 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 4,331 333 0.0% 0.0% 363 -1,165 -21.2% Q4 2025 Feb 12, 2026
SEVEN MILE ADVISORY History No change 4,338 333 0.06% 0.06% 364 0 0.0% Q4 2025 Feb 13, 2026
Optivise Advisory Services LLC History Reduced 4,257 327 0.19% 0.23% 366 -266 -5.88% Q4 2025 Jan 12, 2026
Parallel Advisors, LLC History Reduced 4,256 327 0.01% 0.01% 365 -78 -1.8% Q4 2025 Feb 11, 2026
Legacy Wealth Advisors, LLC History New 4,250 326 0.22% — 367 +4,250 New Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 4,168 320 0.0% 0.0% 368 +415 11.06% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 4,159 319 0.0% 0.0% 369 0 0.0% Q4 2025 Feb 17, 2026
CX Institutional History Added to 4,140 318 0.01% 0.01% 370 +275 7.12% Q4 2025 Feb 02, 2026
Sowell Financial Services LLC History Added to 4,106 315 0.01% 0.01% 371 +1,394 51.4% Q4 2025 Jan 21, 2026
Wealth Alliance Advisory Group, LLC History No change 4,081 313 0.05% 0.06% 372 0 0.0% Q4 2025 Jan 29, 2026
Interchange Capital Partners, LLC History Reduced 4,052 311 0.06% 0.07% 373 -182 -4.3% Q4 2025 Jan 30, 2026
Kuhn & Co Investment Counsel History New 4,000 307 0.2% — 375 +4,000 New Q4 2025 Feb 09, 2026
Krilogy Financial LLC History Added to 3,852 307 0.01% 0.01% 374 +24 0.63% Q4 2025 Jan 27, 2026
INTEGRITY ALLIANCE, LLC. History Added to 3,928 302 0.01% 0.01% 376 +683 21.05% Q4 2025 Feb 09, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 3,912 300 0.2% 0.23% 377 +295 8.16% Q4 2025 Feb 02, 2026
Thayer Partners, LLC / MA History New 3,900 299 0.15% — 378 +3,900 New Q4 2025 Feb 05, 2026
PDS Planning, Inc History Reduced 3,849 296 0.02% 0.03% 379 -444 -10.34% Q4 2025 Jan 26, 2026
OneAscent Financial Services LLC History New 3,814 293 0.03% — 380 +3,814 New Q4 2025 Feb 11, 2026
Compound Planning, Inc. History Added to 3,809 293 0.01% 0.01% 381 +177 4.87% Q4 2025 Feb 19, 2026
Prime Capital Investment Advisors, LLC History Reduced 3,807 292 0.0% 0.0% 382 -465 -10.88% Q4 2025 Jan 21, 2026
Covenant Asset Management, LLC History Reduced 3,787 291 0.03% 0.04% 383 -22 -0.58% Q4 2025 Jan 30, 2026
MAI Capital Management History Added to 3,751 288 0.0% 0.0% 384 +1,151 44.27% Q4 2025 Feb 13, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 3,745 288 0.08% 0.09% 385 0 0.0% Q4 2025 Feb 10, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 3,707 285 0.02% 0.02% 386 -287 -7.19% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History Reduced 3,679 282 0.03% 0.04% 387 -22 -0.59% Q4 2025 Feb 13, 2026
Forge Financial Services LLC History New 3,665 281 0.12% — 389 +3,665 New Q4 2025 Feb 12, 2026
CERTUITY, LLC History Reduced 3,664 281 0.02% 0.02% 388 -1 -0.03% Q4 2025 Jan 30, 2026
CULLEN/FROST BANKERS, INC. History No change 3,644 280 0.0% 0.0% 390 0 0.0% Q4 2025 Feb 06, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 3,646 280 0.19% 0.21% 391 0 0.0% Q4 2025 Feb 04, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 3,611 278 0.05% 0.06% 392 -85 -2.3% Q4 2025 Jan 14, 2026
Compass Financial Group, INC/SD History No change 3,611 277 0.04% 0.05% 393 0 0.0% Q4 2025 Jan 27, 2026
Convergence Financial, LLC History No change 3,584 275 0.04% 0.05% 394 0 0.0% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Added to 3,562 273 0.0% 0.0% 395 +3 0.08% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 3,548 272 0.0% 0.0% 396 -136 -3.69% Q4 2025 Feb 03, 2026
Newbridge Financial Services Group, Inc. History No change 3,505 269 0.04% 0.05% 397 0 0.0% Q4 2025 Jan 21, 2026
Strategic Blueprint, LLC History Reduced 3,496 268 0.02% 0.07% 398 -14,774 -80.86% Q4 2025 Jan 30, 2026
Gateway Wealth Partners, LLC History Reduced 3,497 268 0.03% 0.06% 399 -1,701 -32.72% Q4 2025 Feb 11, 2026
COMERICA BANK History Reduced 3,478 267 0.0% 0.0% 400 -2,009 -36.61% Q4 2025 Jan 29, 2026
Joel Isaacson & Co., LLC History Added to 3,471 266 0.01% 0.01% 401 +101 3.0% Q4 2025 Jan 30, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 3,425 263 0.04% 0.05% 402 -29 -0.84% Q4 2025 Jan 13, 2026
Quantinno Capital Management LP History Added to 3,382 260 0.0% 0.0% 403 +603 21.7% Q4 2025 Feb 17, 2026
KPP Advisory Services LLC History Added to 3,381 260 0.04% 0.04% 404 +105 3.21% Q4 2025 Feb 02, 2026
Granite Bay Wealth Management, LLC History Reduced 3,356 258 0.06% 0.08% 405 -25 -0.74% Q4 2025 Feb 05, 2026
Inscription Capital, LLC History No change 3,349 257 0.03% 0.03% 406 0 0.0% Q4 2025 Jan 29, 2026
Visionary Wealth Advisors History Reduced 3,273 251 0.01% 0.02% 407 -1,391 -29.82% Q4 2025 Feb 13, 2026
LEGACY SOLUTIONS, LLC History Added to 3,256 250 0.22% 0.18% 408 +936 40.34% Q4 2025 Jan 14, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 3,248 249 0.08% 0.13% 410 -1,001 -23.56% Q4 2025 Feb 12, 2026
Integrity Financial Corp /WA History Reduced 3,249 249 0.13% 0.16% 411 -557 -14.63% Q4 2025 Feb 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 3,249 249 0.01% 0.01% 409 +330 11.31% Q4 2025 Feb 13, 2026
Lauer Wealth, LLC History New 3,087 248 0.18% — 413 +3,087 New Q4 2025 Jan 12, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 3,235 248 0.12% 0.15% 412 -400 -11.0% Q4 2025 Feb 05, 2026
Soltis Investment Advisors LLC History New 3,216 247 0.02% — 415 +3,216 New Q4 2025 Apr 02, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,222 247 0.0% 0.0% 414 0 0.0% Q4 2025 Jan 30, 2026
Capital Advisors, Ltd. LLC History Reduced 3,204 246 0.03% 0.03% 416 -68 -2.08% Q4 2025 Jan 21, 2026
SOA Wealth Advisors, LLC. History Reduced 3,154 242 0.04% 0.05% 417 -150 -4.54% Q4 2025 Jan 20, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 3,143 241 0.11% 0.43% 418 -10,869 -77.57% Q4 2025 Jan 23, 2026
Vigil Wealth Management, LLC History New 3,136 241 0.2% — 419 +3,136 New Q4 2025 Feb 10, 2026
Family Office Research LLC History No change 3,031 238 0.1% 0.11% 420 0 0.0% Q4 2025 Feb 09, 2026
Intrua Financial, LLC History Reduced 3,049 234 0.02% 0.03% 421 -338 -9.98% Q4 2025 Feb 05, 2026
MMA ASSET MANAGEMENT LLC History Reduced 3,033 233 0.08% 0.16% 423 -2,483 -45.01% Q4 2025 Feb 03, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 3,031 233 0.02% 0.02% 422 +150 5.21% Q4 2025 Jan 23, 2026
SFG Wealth Management, LLC. History Reduced 3,010 231 0.09% 0.12% 425 -110 -3.53% Q4 2025 Feb 03, 2026
Insight Advisors, LLC/ PA History Reduced 3,005 231 0.03% 0.04% 424 -15 -0.5% Q4 2025 Feb 11, 2026
MOODY NATIONAL BANK TRUST DIVISION History New 3,000 230 0.02% — 426 +3,000 New Q4 2025 Jan 12, 2026
Clientfirst Wealth Management, LLC History No change 3,000 230 0.18% 0.21% 427 0 0.0% Q4 2025 Feb 06, 2026
KLINGENSTEIN FIELDS & CO LP History No change 2,976 229 0.01% 0.01% 428 0 0.0% Q4 2025 Feb 13, 2026
Atlatl Advisers LLC History No change 2,940 226 0.09% 0.1% 429 0 0.0% Q4 2025 Feb 09, 2026
DIVERSIFIED MANAGEMENT INC History New 2,932 225 0.05% — 430 +2,932 New Q4 2025 Jan 26, 2026
Financial Engines Advisors L.L.C. History Added to 2,931 225 0.0% 0.0% 431 +150 5.39% Q4 2025 Feb 12, 2026
Winthrop Advisory Group LLC History No change 2,906 223 0.02% 0.02% 432 0 0.0% Q4 2025 Jan 21, 2026
WEALTH EFFECTS LLC History Reduced 2,893 222 0.07% 0.13% 434 -1,650 -36.32% Q4 2025 Jan 26, 2026
Fortis Capital Advisors, LLC History Added to 2,890 222 0.03% 0.03% 435 +485 20.17% Q4 2025 Jan 27, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 2,892 222 0.0% 0.0% 433 +71 2.52% Q4 2025 Feb 12, 2026
J. Derek Lewis & Associates Inc. History New 2,877 221 0.05% — 436 +2,877 New Q4 2025 Mar 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,840 218 0.01% 0.01% 437 0 0.0% Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History No change 2,811 216 0.01% 0.01% 438 0 0.0% Q4 2025 Feb 17, 2026
SUMMIT WEALTH GROUP LLC / CO History New 2,806 215 0.03% — 442 +2,806 New Q4 2025 Feb 04, 2026
Florida Trust Wealth Management Co History Added to 2,805 215 0.01% 0.01% 440 +87 3.2% Q4 2025 Jan 20, 2026
MONECO ADVISORS, LLC History Reduced 2,807 215 0.02% 0.02% 441 -3 -0.11% Q4 2025 Feb 04, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 2,800 215 0.0% 0.0% 439 0 0.0% Q4 2025 Feb 12, 2026
Coordinated Financial Services, Inc. History New 2,795 214 0.12% — 443 +2,795 New Q4 2025 Feb 09, 2026
SlateStone Wealth, LLC History No change 2,774 213 0.02% 0.02% 444 0 0.0% Q4 2025 Feb 11, 2026
Cladis Investment Advisory, LLC History No change 2,775 213 0.12% 0.14% 445 0 0.0% Q4 2025 Feb 13, 2026
Maridea Wealth Management LLC History Reduced 2,749 211 0.03% 0.04% 447 -24 -0.87% Q4 2025 Jan 08, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Added to 2,744 211 0.11% 0.12% 446 +12 0.44% Q4 2025 Feb 09, 2026
Trilogy Capital Inc. History Reduced 2,731 210 0.01% 0.01% 448 -333 -10.87% Q4 2025 Jan 22, 2026
Savant Capital, LLC History Added to 2,730 209 0.0% 0.0% 449 +22 0.81% Q4 2025 Feb 10, 2026
Total Wealth Planning & Management, Inc. History New 2,716 208 0.15% — 450 +2,716 New Q4 2025 Feb 11, 2026
NWF Advisory Services Inc. History Added to 2,668 205 0.02% 0.02% 451 +231 9.48% Q4 2025 Mar 03, 2026
South Shore Capital Advisors History New 2,649 203 0.15% — 452 +2,649 New Q4 2025 Jan 21, 2026
Stark Wealth Management LLC History Reduced 2,642 203 0.76% 1.09% 453 -132 -4.76% Q4 2025 Feb 17, 2026
Aurora Private Wealth, Inc. History New 2,620 202 0.13% — 455 +2,620 New Q4 2025 Feb 02, 2026
Capital Investment Advisory Services, LLC History Added to 2,631 202 0.01% 0.01% 454 +964 57.83% Q4 2025 Jan 21, 2026
Wealthspire Retirement, LLC History Reduced 2,610 200 0.01% 0.01% 456 -90 -3.33% Q4 2025 Feb 18, 2026
Financial Management Professionals, Inc. History No change 2,425 186 0.02% 0.02% 457 0 0.0% Q4 2025 Jan 27, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,243 178 0.0% 0.0% 458 0 0.0% Q4 2025 Jan 28, 2026
US BANCORP \DE\ History Reduced 2,278 175 0.0% 0.0% 459 -825 -26.59% Q4 2025 Jan 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 2,230 171 0.01% — 460 +2,230 New Q4 2025 Jan 21, 2026
WPG Advisers, LLC History Reduced 2,147 165 0.12% 0.17% 461 -458 -17.58% Q4 2025 Jan 28, 2026
N.E.W. Advisory Services LLC History Added to 2,145 164 0.01% 0.01% 462 +255 13.49% Q4 2025 Jan 28, 2026
NATIXIS History Added to 2,132 163 0.0% 0.0% 463 +124 6.18% Q4 2025 Feb 13, 2026
MGB Wealth Management, LLC History No change 1,993 153 0.04% 0.05% 464 0 0.0% Q4 2025 Feb 17, 2026
Richardson Capital Management LLC History Added to 1,756 135 0.07% 0.02% 465 +1,230 233.84% Q4 2025 Jan 30, 2026
Activest Wealth Management History Added to 1,684 129 0.02% 0.01% 466 +864 105.37% Q4 2025 Jan 30, 2026
AlphaCore Capital LLC History New 1,616 124 0.0% — 467 +1,616 New Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History Added to 1,600 123 0.01% 0.0% 468 +1,200 300.0% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History No change 1,485 114 0.0% 0.0% 469 0 0.0% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History No change 1,407 108 0.0% 0.0% 470 0 0.0% Q4 2025 Feb 04, 2026
CoreCap Advisors, LLC History Added to 1,392 107 0.0% 0.0% 471 +1,027 281.37% Q4 2025 Jan 13, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,395 107 0.07% 0.08% 472 0 0.0% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History Reduced 1,293 105 0.0% 0.01% 473 -12 -0.92% Q4 2025 Jan 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,342 103 0.0% 0.0% 474 0 0.0% Q4 2025 Feb 06, 2026
Spire Wealth Management History Added to 1,339 102 0.0% 0.0% 475 +92 7.38% Q4 2025 Jan 14, 2026
Wealth Watch Advisors, INC History Added to 1,287 98 0.04% 0.01% 476 +917 247.84% Q4 2025 Feb 17, 2026
Financial Perspectives, Inc History Reduced 1,251 96 0.03% 0.04% 477 -514 -29.12% Q4 2025 Jan 28, 2026
BARRETT & COMPANY, INC. History No change 1,231 94 0.03% 0.04% 478 0 0.0% Q4 2025 Jan 28, 2026
Tanglewood Legacy Advisors, LLC History No change 1,220 93 0.03% 0.04% 479 0 0.0% Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History Reduced 1,194 91 0.01% 0.02% 480 -2,056 -63.26% Q4 2025 Jan 26, 2026
Copia Wealth Management History No change 1,186 91 0.07% 0.08% 481 0 0.0% Q4 2025 Feb 06, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,140 87 0.24% 0.27% 482 0 0.0% Q4 2025 Feb 17, 2026
Hartford Financial Management Inc. History No change 1,068 82 0.02% 0.02% 483 0 0.0% Q4 2025 Jan 21, 2026
Graney & King, LLC History No change 998 76 0.04% 0.06% 484 0 0.0% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Added to 983 75 0.0% 0.0% 485 +400 68.61% Q4 2025 Feb 02, 2026
GoalVest Advisory LLC History No change 986 75 0.01% 0.02% 486 0 0.0% Q4 2025 Jan 05, 2026
Kilter Group LLC History Reduced 936 71 0.03% 0.04% 488 -129 -12.11% Q4 2025 Feb 13, 2026
Bay Harbor Wealth Management, LLC History No change 925 71 0.02% 0.02% 487 0 0.0% Q4 2025 Feb 02, 2026
Fortitude Family Office, LLC History No change 903 69 0.02% 0.02% 489 0 0.0% Q4 2025 Jan 15, 2026
Abound Wealth Management History Added to 844 64 0.01% 0.01% 490 +465 122.69% Q4 2025 Jan 12, 2026
Winthrop Capital Management, LLC History No change 762 59 0.01% 0.02% 491 0 0.0% Q4 2025 Feb 10, 2026
Signature Equity Partners, LLC History New 749 57 0.03% — 492 +749 New Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 690 53 0.0% 0.0% 493 -300 -30.3% Q4 2025 Feb 02, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 682 52 0.0% 0.0% 494 0 0.0% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History No change 667 51 0.0% 0.0% 495 0 0.0% Q4 2025 Feb 09, 2026
Plante Moran Financial Advisors, LLC History No change 629 48 0.0% 0.0% 496 0 0.0% Q4 2025 Feb 05, 2026
Prestige Wealth Management Group LLC History No change 625 48 0.01% 0.01% 497 0 0.0% Q4 2025 Feb 11, 2026
IAG Wealth Partners, LLC History No change 627 48 0.01% 0.01% 498 0 0.0% Q4 2025 Feb 10, 2026
Murphy & Mullick Capital Management Corp History No change 635 48 0.03% 0.04% 499 0 0.0% Q4 2025 Feb 10, 2026
Purpose Unlimited Inc. History New 611 47 0.0% — 501 +611 New Q4 2025 Mar 20, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 620 47 0.01% 0.01% 500 +200 47.62% Q4 2025 Jan 23, 2026
Banque Transatlantique SA History Added to 586 45 0.0% 0.0% 502 +340 138.21% Q4 2025 Feb 26, 2026
VALLEY WEALTH MANAGERS, INC. History New 579 44 0.0% — 503 +579 New Q4 2025 Feb 04, 2026
Cape Investment Advisory, Inc. History Added to 574 44 0.01% 0.04% 504 +105 22.39% Q4 2025 Feb 17, 2026
DHJJ Financial Advisors, Ltd. History No change 513 39 0.01% 0.01% 505 0 0.0% Q4 2025 Jan 23, 2026
Navalign, LLC History New 502 38 0.01% — 507 +502 New Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Added to 502 38 0.0% 0.0% 506 +14 2.87% Q4 2025 Feb 11, 2026
SJS Investment Consulting Inc. History No change 488 37 0.0% 0.01% 508 0 0.0% Q4 2025 Jan 21, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 480 36 0.0% 0.0% 509 0 0.0% Q4 2025 Feb 09, 2026
Horizon Investments, LLC History Reduced 467 35 0.0% 0.0% 510 -263 -36.03% Q4 2025 Feb 02, 2026
Princeton Global Asset Management LLC History No change 445 34 0.01% 0.01% 511 0 0.0% Q4 2025 Jan 20, 2026
Smithfield Trust Co History No change 424 33 0.0% 0.0% 512 0 0.0% Q4 2025 Feb 09, 2026
Winch Advisory Services, LLC History No change 420 32 0.01% 0.01% 513 0 0.0% Q4 2025 Feb 03, 2026
Bank of Jackson Hole Trust History No change 423 32 0.02% 0.02% 514 0 0.0% Q4 2025 Feb 12, 2026
TD Capital Management LLC History New 391 30 0.0% — 515 +391 New Q4 2025 Feb 26, 2026
Breakwater Investment Management History No change 400 30 0.01% 0.01% 516 0 0.0% Q4 2025 Feb 02, 2026
Strategic Investment Solutions, Inc. /IL History No change 385 29 0.01% 0.01% 517 0 0.0% Q4 2025 Feb 27, 2026
Westside Investment Management, Inc. History Reduced 343 26 0.0% 0.0% 519 -5 -1.44% Q4 2025 Jan 23, 2026
TRUST CO OF VERMONT History No change 345 26 0.0% 0.0% 518 0 0.0% Q4 2025 Jan 16, 2026
Glen Eagle Advisors, LLC History No change 339 26 0.0% 0.0% 520 0 0.0% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 336 25 0.0% 0.0% 521 -82 -19.62% Q4 2025 Feb 17, 2026
Quent Capital, LLC History Added to 324 24 0.0% 0.0% 523 +100 44.64% Q4 2025 Jan 29, 2026
Addison Advisors LLC History No change 320 24 0.01% 0.01% 522 0 0.0% Q4 2025 Feb 06, 2026
Caitlin John, LLC History No change 315 24 0.02% 0.02% 524 0 0.0% Q4 2025 Feb 18, 2026
JNBA Financial Advisors History No change 300 23 0.0% 0.0% 525 0 0.0% Q4 2025 Jan 26, 2026
Sunbelt Securities, Inc. History Reduced 288 22 0.0% 0.01% 526 -726 -71.6% Q4 2025 Feb 20, 2026
ELEVATION WEALTH PARTNERS, LLC History New 288 22 0.01% — 527 +288 New Q4 2025 Jan 09, 2026
TrinityBridge Ltd History No change 275 21 0.0% 0.0% 528 0 0.0% Q4 2025 Feb 10, 2026
Fairscale Capital, LLC History No change 277 21 0.01% 0.02% 529 0 0.0% Q4 2025 Feb 17, 2026
Tidemark, LLC History No change 261 20 0.01% 0.01% 530 0 0.0% Q4 2025 Feb 10, 2026
Byrne Asset Management LLC History Added to 248 19 0.01% 0.01% 532 +36 16.98% Q4 2025 Jan 12, 2026
Anchor Investment Management, LLC History No change 250 19 0.0% 0.0% 531 0 0.0% Q4 2025 Feb 26, 2026
Aventura Private Wealth, LLC History No change 251 19 0.01% 0.01% 533 0 0.0% Q4 2025 Jan 07, 2026
CrossGen Wealth, LLC History New 245 18 0.02% — 538 +245 New Q4 2025 Feb 19, 2026
Root Financial Partners, LLC History Added to 238 18 0.0% 0.0% 536 +83 53.55% Q4 2025 Feb 10, 2026
HORIZON BANCORP INC /IN/ History No change 240 18 0.01% 0.01% 534 0 0.0% Q4 2025 Feb 11, 2026
TSFG, LLC History No change 236 18 0.0% 0.0% 535 0 0.0% Q4 2025 Feb 04, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 244 18 0.0% 0.0% 537 0 0.0% Q4 2025 Feb 12, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 225 17 0.0% 0.0% 539 +10 4.65% Q4 2025 Jan 14, 2026
FNY Investment Advisers, LLC History Added to 210 16 0.0% 0.0% 540 +50 31.25% Q4 2025 Jan 16, 2026
IFS Advisors, LLC History No change 213 16 0.01% 0.01% 541 0 0.0% Q4 2025 Jan 09, 2026
Cranbrook Wealth Management, LLC History New 202 15 0.0% — 542 +202 New Q4 2025 Jan 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 200 15 0.0% — 545 +200 New Q4 2025 Feb 09, 2026
IFC & Insurance Marketing, Inc. History New 195 15 0.01% — 550 +195 New Q4 2025 Feb 12, 2026
Independence Bank of Kentucky History No change 200 15 0.0% 0.0% 543 0 0.0% Q4 2025 Jan 20, 2026
HHM Wealth Advisors, LLC History No change 200 15 0.0% 0.0% 544 0 0.0% Q4 2025 Jan 22, 2026
DAGCO, INC. History No change 200 15 0.0% 0.0% 546 0 0.0% Q4 2025 Jan 08, 2026
Key FInancial Inc History No change 206 15 0.0% 0.0% 547 0 0.0% Q4 2025 Feb 09, 2026
Bell Investment Advisors, Inc History No change 203 15 0.0% 0.0% 548 0 0.0% Q4 2025 Feb 24, 2026
WealthCollab, LLC History No change 200 15 0.01% 0.01% 549 0 0.0% Q4 2025 Jan 27, 2026
Modus Advisors, LLC History New 185 14 0.0% — 551 +185 New Q4 2025 Feb 11, 2026
Nemes Rush Group LLC History No change 185 14 0.0% 0.0% 552 0 0.0% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Reduced 169 13 0.0% 0.0% 553 -286 -62.86% Q4 2025 Feb 05, 2026
Motiv8 Investments LLC History New 171 13 0.01% — 554 +171 New Q4 2025 Feb 13, 2026
Provenance Wealth Advisors, LLC History No change 173 13 0.0% 0.0% 555 0 0.0% Q4 2025 Jan 26, 2026
Garton & Associates Financial Advisors LLC History New 165 12 0.01% — 558 +165 New Q4 2025 Feb 18, 2026
MCGUIRE CAPITAL ADVISORS INC History New 157 12 0.01% — 559 +157 New Q4 2025 Feb 19, 2026
Ancora Advisors LLC History Added to 156 12 0.0% 0.0% 556 +34 27.87% Q4 2025 Feb 17, 2026
Caldwell Trust Co History No change 156 12 0.0% 0.0% 557 0 0.0% Q4 2025 Jan 30, 2026
UNION SAVINGS BANK History New 144 11 0.0% — 562 +144 New Q4 2025 Mar 06, 2026
HM PAYSON & CO History Reduced 150 11 0.0% 0.0% 560 -100 -40.0% Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History No change 154 11 0.0% 0.0% 561 0 0.0% Q4 2025 Jan 29, 2026
Luken Investment Analytics, LLC History New 141 10 0.0% — 564 +141 New Q4 2025 Feb 03, 2026
Bank of New Hampshire History New 140 10 0.0% — 566 +140 New Q4 2025 Mar 16, 2026
SHP Wealth Management History New 139 10 0.0% — 565 +139 New Q4 2025 Mar 04, 2026
Bogart Wealth, LLC History No change 140 10 0.0% 0.0% 563 0 0.0% Q4 2025 Jan 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 133 10 0.0% 0.0% 567 0 0.0% Q4 2025 Feb 11, 2026
MCF Advisors LLC History Added to 121 9 0.0% — 569 +120 12000.0% Q4 2025 Feb 11, 2026
Birchwood Financial Partners, Inc. History New 118 9 0.01% — 571 +118 New Q4 2025 Feb 19, 2026
CITY HOLDING CO History Reduced 125 9 0.0% 0.0% 568 -15 -10.71% Q4 2025 Jan 22, 2026
Dixon Mitchell Investment Counsel Inc. History No change 127 9 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 114 8 0.0% 0.0% 572 0 0.0% Q4 2025 Feb 13, 2026
Your Advocates Ltd., LLP History New 100 7 0.0% — 578 +100 New Q4 2025 Feb 02, 2026
Fourth Dimension Wealth, LLC History New 100 7 0.0% — 580 +100 New Q4 2025 Feb 04, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 103 7 0.0% 0.0% 573 +75 267.86% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO History No change 90 7 0.0% 0.0% 574 0 0.0% Q4 2025 Jan 26, 2026
Riverview Trust Co History No change 100 7 0.01% 0.01% 575 0 0.0% Q4 2025 Jan 26, 2026
Pacific Center for Financial Services History No change 91 7 0.0% 0.0% 576 0 0.0% Q4 2025 Feb 17, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 100 7 0.0% 0.0% 577 0 0.0% Q4 2025 Feb 17, 2026
Noble Wealth Management PBC History No change 100 7 0.0% 0.0% 579 0 0.0% Q4 2025 Jan 05, 2026
McIlrath & Eck, LLC History New 88 6 0.0% — 581 +88 New Q4 2025 Feb 03, 2026
AMERIFLEX GROUP, INC. History Reduced 86 6 0.0% 0.01% 585 -86 -50.0% Q4 2025 Feb 18, 2026
BlackRock, Inc. History Added to 87 6 0.0% 0.0% 584 +2 2.35% Q4 2025 Feb 12, 2026
North Ridge Wealth Advisors, Inc. History No change 86 6 0.0% 0.0% 582 0 0.0% Q4 2025 Feb 13, 2026
ORG Partners LLC History No change 78 6 0.0% 0.0% 583 0 0.0% Q4 2025 Jan 14, 2026
Planning Project LLC History New 75 5 0.0% — 589 +75 New Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 70 5 0.0% 0.0% 586 +6 9.38% Q4 2025 Jan 14, 2026
Concord Wealth Partners History No change 73 5 0.0% 0.0% 587 0 0.0% Q4 2025 Jan 29, 2026
Gen-Wealth Partners Inc History No change 68 5 0.0% 0.0% 588 0 0.0% Q4 2025 Feb 13, 2026
Crews Bank & Trust History New 60 4 0.0% — 596 +60 New Q4 2025 Jan 21, 2026
Merited Wealth, LLC History New 54 4 0.0% — 597 +54 New Q4 2025 Mar 26, 2026
ALBION FINANCIAL GROUP /UT History No change 63 4 0.0% 0.0% 590 0 0.0% Q4 2025 Jan 21, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 55 4 0.0% 0.0% 591 0 0.0% Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History No change 59 4 0.0% 0.0% 592 0 0.0% Q4 2025 Mar 12, 2026
WOLFF WIESE MAGANA LLC History No change 54 4 0.0% 0.0% 593 0 0.0% Q4 2025 Jan 14, 2026
Paladin Advisory Group, LLC History No change 55 4 0.0% 0.0% 594 0 0.0% Q4 2025 Jan 21, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 55 4 0.0% 0.0% 595 0 0.0% Q4 2025 Jan 15, 2026
ARP Global Capital Ltd History New 3,000 3 0.0% — 606 +3,000 New Q4 2025 Mar 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 50 3 0.0% — 605 +50 New Q4 2025 Feb 11, 2026
Ankerstar Wealth, LLC History New 49 3 0.0% — 604 +49 New Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 46 3 0.0% — 598 +46 New Q4 2025 Feb 13, 2026
Stephens Consulting, LLC History Reduced 40 3 0.0% 0.0% 602 -46 -53.49% Q4 2025 Jan 13, 2026
Strive Financial Group ,LLC History New 45 3 0.0% — 607 +45 New Q4 2025 Feb 18, 2026
Strategic Wealth Advisors LLC History New 44 3 0.0% — 608 +44 New Q4 2025 Feb 03, 2026
Heritage Wealth Advisors History Added to 45 3 0.0% 0.0% 599 +23 104.55% Q4 2025 Feb 13, 2026
Scarborough Advisors, LLC History Reduced 40 3 0.0% 0.0% 600 -1 -2.44% Q4 2025 Feb 17, 2026
Mechanics Financial Corp History No change 50 3 0.0% 0.0% 601 0 0.0% Q4 2025 Jan 22, 2026
Arlington Trust Co LLC History No change 50 3 0.0% 0.0% 603 0 0.0% Q4 2025 Jan 30, 2026
OBSIDIAN CIO, LLC History Reduced 34 2 0.0% 0.05% 611 -4,008 -99.16% Q4 2025 Feb 18, 2026
GPS Wealth Strategies Group, LLC History Reduced 32 2 0.0% 0.01% 610 -667 -95.42% Q4 2025 Feb 06, 2026
OPTIMA CAPITAL LLC History New 30 2 0.0% — 615 +30 New Q4 2025 Jan 23, 2026
ATWOOD & PALMER INC History No change 30 2 0.0% 0.0% 609 0 0.0% Q4 2025 Jan 28, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 30 2 0.0% 0.0% 612 0 0.0% Q4 2025 Jan 08, 2026
Dunhill Financial, LLC History No change 37 2 0.0% 0.0% 613 0 0.0% Q4 2025 Jan 29, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 30 2 0.0% 0.0% 614 0 0.0% Q4 2025 Jan 22, 2026
Greenline Wealth Management LLC History New 25 1 0.0% — 629 +25 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History New 24 1 0.0% — 625 +24 New Q4 2025 Feb 13, 2026
DecisionPoint Financial, LLC History New 23 1 0.0% — 622 +23 New Q4 2025 Jan 29, 2026
IMG Wealth Management, Inc. History New 20 1 0.0% — 628 +20 New Q4 2025 Feb 05, 2026
Cresta Advisors, Ltd. History New 17 1 0.0% — 623 +17 New Q4 2025 Feb 03, 2026
ASSETMARK, INC History Added to 17 1 0.0% 0.0% 616 +1 6.25% Q4 2025 Jan 23, 2026
Roble, Belko & Company, Inc History Reduced 14 1 0.0% 0.0% 619 -1 -6.67% Q4 2025 Jan 12, 2026
Oakworth Capital, Inc. History No change 19 1 0.0% 0.0% 617 0 0.0% Q4 2025 Jan 30, 2026
Anfield Capital Management, LLC History No change 22 1 0.0% 0.0% 618 0 0.0% Q4 2025 Feb 03, 2026
NVWM, LLC History No change 17 1 0.0% 0.0% 620 0 0.0% Q4 2025 Jan 20, 2026
MTM Investment Management, LLC History No change 17 1 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 09, 2026
Strategic Advocates LLC History No change 15 1 0.0% 0.0% 624 0 0.0% Q4 2025 Feb 11, 2026
Atlantic Edge Private Wealth Management, LLC History No change 25 1 0.0% 0.0% 626 0 0.0% Q4 2025 Jan 27, 2026
American Capital Advisory, LLC History No change 25 1 0.0% 0.0% 627 0 0.0% Q4 2025 Jan 30, 2026
Encompass Capital Advisors LLC History Closed out 0 0 — 21.03% — -6,922,500 -100.0% Q3 2025 Nov 14, 2025
Foxhaven Asset Management, LP History Closed out 0 0 — 7.95% — -4,000,000 -100.0% Q3 2025 Nov 14, 2025
Invenomic Capital Management LP History Closed out 0 0 — 5.01% — -1,200,000 -100.0% Q3 2025 Nov 14, 2025
TORONTO DOMINION BANK History Closed out 0 0 — 0.1% — -722,791 -100.0% Q3 2025 Nov 14, 2025
MAPLELANE CAPITAL, LLC History Closed out 0 0 — 1.03% — -500,000 -100.0% Q3 2025 Nov 13, 2025
Hudson Bay Capital Management LP History Closed out 0 0 — 0.11% — -376,366 -100.0% Q3 2025 Dec 15, 2025
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.02% — -286,000 -100.0% Q3 2025 Nov 14, 2025
Birnam Oak Advisors, LP History Closed out 0 0 — 3.57% — -180,000 -100.0% Q3 2025 Nov 14, 2025
Shay Capital LLC History Closed out 0 0 — 1.03% — -137,500 -100.0% Q3 2025 Nov 14, 2025
Hidden Lake Asset Management LP History Closed out 0 0 — 1.38% — -125,000 -100.0% Q3 2025 Nov 14, 2025
Quantitative Investment Management, LLC History Closed out 0 0 — 1.42% — -118,425 -100.0% Q3 2025 Nov 13, 2025
Interval Partners, LP History Closed out 0 0 — 0.15% — -109,600 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.22% — -107,381 -100.0% Q3 2025 Oct 31, 2025
Anson Funds Management LP History Closed out 0 0 — 0.78% — -100,000 -100.0% Q3 2025 Nov 14, 2025
PERISCOPE CAPITAL INC. History Closed out 0 0 — 1.1% — -80,000 -100.0% Q3 2025 Nov 13, 2025
Verition Fund Management LLC History Closed out 0 0 — 0.03% — -78,443 -100.0% Q3 2025 Nov 14, 2025
Quarry LP History Closed out 0 0 — 1.34% — -70,800 -100.0% Q3 2025 Nov 14, 2025
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 — 0.35% — -58,940 -100.0% Q3 2025 Nov 14, 2025
Reyes Financial Architecture, Inc. History Closed out 0 0 — 3.04% — -51,809 -100.0% Q3 2025 Nov 12, 2025
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History Closed out 0 0 — 1.14% — -38,000 -100.0% Q3 2025 Feb 17, 2026
683 Capital Management, LLC History Closed out 0 0 — 0.17% — -37,500 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 — 0.04% — -35,166 -100.0% Q3 2025 Nov 13, 2025
J. Goldman & Co LP History Closed out 0 0 — 0.07% — -33,507 -100.0% Q3 2025 Nov 14, 2025
STEVENS CAPITAL MANAGEMENT LP History Closed out 0 0 — 0.37% — -32,700 -100.0% Q3 2025 Nov 10, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.02% — -28,052 -100.0% Q3 2025 Nov 13, 2025
Luxor Capital Group, LP History Closed out 0 0 — 0.11% — -28,000 -100.0% Q3 2025 Nov 14, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -26,500 -100.0% Q3 2025 Nov 13, 2025
Voss Capital, LP History Closed out 0 0 — 0.11% — -25,000 -100.0% Q3 2025 Nov 20, 2025
Sender Co & Partners, Inc. History Closed out 0 0 — 0.2% — -21,500 -100.0% Q3 2025 Nov 17, 2025
DRW Securities, LLC History Closed out 0 0 — 0.02% — -14,831 -100.0% Q3 2025 Nov 14, 2025
SANDERS MORRIS HARRIS LLC History Closed out 0 0 — 0.16% — -14,025 -100.0% Q3 2025 Oct 07, 2025
RAINEY & RANDALL WEALTH ADVISORS INC. History Closed out 0 0 — 0.16% — -11,065 -100.0% Q3 2025 Nov 03, 2025
Southland Equity Partners LLC History Closed out 0 0 — 0.18% — -10,132 -100.0% Q3 2025 Oct 15, 2025
Significant Wealth Partners LLC History Closed out 0 0 — 0.4% — -9,469 -100.0% Q3 2025 Nov 04, 2025
Gilbert & Cook, Inc. History Closed out 0 0 — 0.08% — -7,229 -100.0% Q3 2025 Nov 12, 2025
Sassicaia Capital Advisers LLC History Closed out 0 0 — 0.25% — -6,390 -100.0% Q3 2025 Nov 14, 2025
Concentric Capital Strategies, LP History Closed out 0 0 — 0.02% — -6,200 -100.0% Q3 2025 Nov 14, 2025
Diligent Investors, LLC History Closed out 0 0 — 0.12% — -5,689 -100.0% Q3 2025 Nov 14, 2025
Ruggaard & Associates LLC History Closed out 0 0 — 0.18% — -5,455 -100.0% Q3 2025 Nov 14, 2025
Elequin Capital, LP History Closed out 0 0 — 0.02% — -5,184 -100.0% Q3 2025 Nov 14, 2025
SimpliFi, Inc. History Closed out 0 0 — 0.19% — -5,020 -100.0% Q3 2025 Oct 24, 2025
IEQ CAPITAL, LLC History Closed out 0 0 — 0.0% — -4,479 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -3,467 -100.0% Q3 2025 Oct 14, 2025
Fortitude Financial, LLC History Closed out 0 0 — 1.35% — -3,270 -100.0% Q3 2025 Oct 14, 2025
JBR Co Financial Management Inc History Closed out 0 0 — 0.12% — -3,238 -100.0% Q3 2025 Oct 14, 2025
Turim 21 Investimentos Ltda. History Closed out 0 0 — 0.09% — -3,235 -100.0% Q3 2025 Nov 14, 2025
Advisory Alpha, LLC History Closed out 0 0 — 0.01% — -3,175 -100.0% Q3 2025 Nov 12, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.02% — -2,962 -100.0% Q3 2025 Nov 06, 2025
Main Street Financial Solutions, LLC History Closed out 0 0 — 0.02% — -2,916 -100.0% Q3 2025 Nov 14, 2025
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.01% — -2,714 -100.0% Q3 2025 Nov 03, 2025
EagleClaw Capital Managment, LLC History Closed out 0 0 — 0.03% — -2,652 -100.0% Q3 2025 Nov 14, 2025
Garden State Investment Advisory Services LLC History Closed out 0 0 — 0.05% — -2,637 -100.0% Q3 2025 Nov 14, 2025
Viewpoint Capital Management LLC History Closed out 0 0 — 0.1% — -2,582 -100.0% Q3 2025 Oct 22, 2025
Genesis Wealth Advisors, LLC History Closed out 0 0 — 0.16% — -2,577 -100.0% Q3 2025 Oct 28, 2025
TCP Asset Management, LLC History Closed out 0 0 — 0.04% — -2,568 -100.0% Q3 2025 Oct 07, 2025
Chronos Wealth Management, LLC History Closed out 0 0 — 0.11% — -2,550 -100.0% Q3 2025 Oct 21, 2025
BRIGHT FINANCIAL ADVISORS, INC. History Closed out 0 0 — 0.11% — -2,523 -100.0% Q3 2025 Nov 10, 2025
Requisite Capital Management, LLC History Closed out 0 0 — 0.04% — -2,512 -100.0% Q3 2025 Nov 12, 2025
NewEdge Wealth, LLC History Closed out 0 0 — 0.0% — -2,507 -100.0% Q3 2025 Nov 07, 2025
BENJAMIN EDWARDS INC History Closed out 0 0 — 0.0% — -2,506 -100.0% Q3 2025 Oct 23, 2025
Latitude Advisors, LLC History Closed out 0 0 — 0.1% — -2,450 -100.0% Q3 2025 Oct 31, 2025
Swisher Financial Concepts, Inc. History Closed out 0 0 — 0.13% — -2,446 -100.0% Q3 2025 Oct 20, 2025
High Net Worth Advisory Group LLC History Closed out 0 0 — 0.05% — -2,441 -100.0% Q3 2025 Oct 29, 2025
Arkos Global Advisors History Closed out 0 0 — 0.03% — -2,429 -100.0% Q3 2025 Nov 14, 2025
Summit Place Financial Advisors, LLC History Closed out 0 0 — 0.1% — -2,428 -100.0% Q3 2025 Oct 23, 2025
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.07% — -2,428 -100.0% Q3 2025 Oct 30, 2025
Carrera Capital Advisors History Closed out 0 0 — 0.04% — -2,375 -100.0% Q3 2025 Nov 04, 2025
Octavia Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -2,370 -100.0% Q3 2025 Oct 28, 2025
OxenFree Capital LLC History Closed out 0 0 — 0.12% — -2,368 -100.0% Q3 2025 Oct 09, 2025
Hilltop Holdings Inc. History Closed out 0 0 — 0.01% — -2,364 -100.0% Q3 2025 Nov 14, 2025
First Financial Group Corp History Closed out 0 0 — 0.18% — -2,351 -100.0% Q3 2025 Oct 29, 2025
FSM Wealth Advisors, LLC History Closed out 0 0 — 0.03% — -2,348 -100.0% Q3 2025 Oct 17, 2025
Greenfield Savings Bank History Closed out 0 0 — 0.08% — -2,330 -100.0% Q3 2025 Oct 06, 2025
Register Financial Advisors LLC History Closed out 0 0 — 0.08% — -2,304 -100.0% Q3 2025 Oct 30, 2025
DeepCurrents Investment Group LLC History Closed out 0 0 — 0.23% — -1,050 -100.0% Q3 2025 Nov 14, 2025
SUMMIT SECURITIES GROUP LLC History Reduced 1 0 — 0.02% — -999 -99.9% Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -850 -100.0% Q3 2025 Oct 07, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -723 -100.0% Q3 2025 Oct 21, 2025
New Millennium Group LLC History Reduced 4 0 — 0.01% — -352 -98.88% Q4 2025 Feb 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 9 0 — 0.0% — -300 -97.09% Q4 2025 Jan 07, 2026
Northwest Capital Management Inc History Closed out 0 0 — 0.02% — -200 -100.0% Q3 2025 Oct 20, 2025
Fairman Group, LLC History Closed out 0 0 — 0.01% — -151 -100.0% Q3 2025 Oct 31, 2025
Wilmington Savings Fund Society, FSB History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2025 Nov 20, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2025 Nov 05, 2025
Asset Dedication, LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q3 2025 Nov 20, 2025
Main Street Group, LTD History Closed out 0 0 — 0.0% — -16 -100.0% Q3 2025 Nov 07, 2025
Legacy Wealth Managment, LLC/ID History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2025 Nov 12, 2025
Camelot Portfolios, LLC History New 11 0 — — — +11 New Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 10 0 — — — +10 New Q4 2025 Feb 10, 2026
Acumen Wealth Advisors, LLC History New 7 0 — — — +7 New Q4 2025 Feb 13, 2026
Global Wealth Strategies & Associates History Closed out 0 0 — — — -4 -100.0% Q3 2025 Oct 02, 2025
Sachetta, LLC History Closed out 0 0 — — — -2 -100.0% Q3 2025 Oct 24, 2025
Financial Life Planners History Closed out 0 0 — — — -2 -100.0% Q3 2025 Nov 13, 2025
DV Trading LLC History New 1 0 — — — +1 New Q4 2025 Feb 17, 2026
Truvestments Capital LLC History Reduced 3 0 — — — -1 -25.0% Q4 2025 Feb 13, 2026
Decker Retirement Planning Inc. History New 1 0 — — — +1 New Q4 2025 Jan 26, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 10 0 — — — 0 0.0% Q4 2025 Jan 22, 2026
KELLEHER FINANCIAL ADVISORS History No change 9 0 — — — 0 0.0% Q4 2025 Jan 20, 2026
Beacon Capital Management, Inc. History No change 1 0 — — — 0 0.0% Q4 2025 Feb 12, 2026
Morse Asset Management, Inc History No change 10 0 — — — 0 0.0% Q4 2025 Feb 03, 2026
Quaker Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
CVA Family Office, LLC History No change 5 0 — — — 0 0.0% Q4 2025 Jan 12, 2026
Gordian Capital Singapore Pte Ltd History No change 1 0 — — — 0 0.0% Q4 2025 Feb 11, 2026
MILLER WEALTH ADVISORS, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 20, 2026
Strengthening Families & Communities, LLC History No change 7 0 — — — 0 0.0% Q4 2025 Feb 03, 2026