ASTRAZENECA PLC - AZN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 48,643,827 4,471,828 0.48% 0.4% 1 -480,649 -0.98% Q4 2025 Feb 17, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 36,915,261 3,393,619 2.57% 2.34% 2 -2,942,710 -7.38% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 26,356,351 2,422,939 0.18% 0.17% 3 -6,276,788 -19.23% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 22,828,246 2,098,600 0.37% 0.43% 4 -9,471,315 -29.32% Q4 2025 Feb 17, 2026
FMR LLC History Added to 21,848,855 2,008,565 0.1% 0.09% 5 +162,535 0.75% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 21,601,433 1,985,819 0.68% 0.59% 6 +438,709 2.07% Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History Added to 20,157,744 1,853,101 0.45% 0.38% 7 +445,014 2.26% Q4 2025 Feb 11, 2026
Capital International Investors History Reduced 14,521,078 1,337,562 0.21% 0.31% 8 -10,531,442 -42.04% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 14,490,121 1,332,076 0.16% 0.13% 9 +643,572 4.65% Q4 2025 Mar 25, 2026
Sanders Capital, LLC History Added to 14,139,408 1,299,835 1.5% 1.33% 10 +80,726 0.57% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 13,878,726 1,275,871 0.08% 0.06% 11 +432,939 3.22% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 10,495,599 965,663 0.22% 0.1% 12 +4,788,038 83.89% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 8,081,817 742,961 1.26% 1.07% 13 -72,331 -0.89% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 6,621,662 608,863 0.13% 0.11% 14 -184,234 -2.71% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 6,154,760 565,807 0.25% 0.13% 15 +2,231,890 56.89% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 6,113,037 561,971 0.01% 0.01% 16 +308,683 5.32% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 5,547,597 509,990 0.3% 0.04% 17 +4,697,895 552.89% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 4,959,858 455,959 0.34% 0.28% 18 -107,675 -2.12% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 4,756,686 437,282 0.06% 0.05% 19 +130,245 2.82% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,418,771 406,878 0.13% 0.11% 20 +18,502 0.42% Q4 2025 Feb 18, 2026
Invesco Ltd. History Added to 4,406,716 405,109 0.06% 0.05% 21 +210,419 5.01% Q4 2025 Feb 19, 2026
Holocene Advisors, LP History Reduced 4,332,123 398,252 0.84% 1.07% 22 -1,797,071 -29.32% Q4 2025 Feb 17, 2026
FAYEZ SAROFIM & CO History Added to 4,258,640 391,496 0.94% 0.69% 23 +364,203 9.35% Q4 2025 Feb 13, 2026
Boston Partners History Reduced 4,229,792 389,449 0.4% 0.42% 24 -1,017,657 -19.39% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Reduced 4,204,564 386,525 0.31% 0.27% 25 -507,493 -10.77% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 4,051,646 372,462 0.11% 0.08% 26 +204,979 5.33% Q4 2025 Feb 10, 2026
Swedbank AB History Reduced 3,989,339 366,739 0.35% 0.34% 27 -375,119 -8.59% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Reduced 3,746,985 344,460 0.02% 0.02% 28 -1,077,087 -22.33% Q4 2025 Feb 11, 2026
HARRIS ASSOCIATES L P History New 3,729,731 342,874 0.43% 29 +3,729,731 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 3,442,805 316,497 0.16% 0.09% 30 +1,255,755 57.42% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 3,365,329 309,375 0.05% 31 +3,365,329 New Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Reduced 3,362,846 309,146 0.19% 0.16% 32 -322,818 -8.76% Q4 2025 Jan 30, 2026
BANK OF MONTREAL /CAN/ History Reduced 3,277,737 301,322 0.1% 0.1% 33 -200,377 -5.76% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,129,152 287,662 0.05% 0.05% 34 -173,419 -5.25% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 3,067,603 282,004 0.07% 0.02% 35 +1,725,077 128.49% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 2,878,796 264,647 0.04% 0.03% 36 +394,521 15.88% Q4 2025 Jan 29, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 2,850,843 262,077 0.11% 0.1% 37 -80,802 -2.76% Q4 2025 Feb 17, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 2,662,619 246,318 0.51% 0.41% 38 -1,140 -0.04% Q4 2025 Feb 09, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 2,672,165 245,501 0.24% 0.15% 39 +772,663 40.68% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 2,570,834 236,336 0.04% 0.06% 40 -2,642,851 -50.69% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,316,214 212,929 0.02% 0.02% 41 -286,469 -11.01% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,236,063 205,561 0.19% 0.09% 42 +1,116,871 99.79% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,183,476 200,726 0.28% 0.06% 43 +1,665,781 321.77% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 2,178,578 200,249 0.33% 0.29% 44 +49,237 2.31% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Reduced 2,053,511 188,779 0.27% 0.24% 45 -46,879 -2.23% Q4 2025 Feb 10, 2026
Point72 Asset Management, L.P. History Added to 1,907,541 175,360 0.2% 0.08% 46 +1,297,372 212.63% Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 1,806,877 166,298 0.46% 0.0% 47 +1,790,874 11190.86% Q4 2025 Feb 05, 2026
Alyeska Investment Group, L.P. History Added to 1,726,795 158,744 0.45% 0.13% 48 +1,184,630 218.5% Q4 2025 Feb 13, 2026
SATURNA CAPITAL CORP History Added to 1,635,207 150,324 1.99% 1.62% 49 +212 0.01% Q4 2025 Feb 11, 2026
Sofinnova Investments, Inc. History Added to 1,632,334 150,060 6.47% 3.46% 50 +808,401 98.11% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 1,628,771 149,146 0.24% 0.03% 51 +1,437,253 750.45% Q4 2025 Jan 15, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 1,541,423 142,597 1.85% 1.72% 52 -220,770 -12.53% Q4 2025 Feb 03, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 1,538,963 141,476 2.36% 1.99% 53 -27,110 -1.73% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 1,538,680 141,450 0.19% 0.1% 54 +537,908 53.75% Q4 2025 Feb 02, 2026
LMR Partners LLP History Added to 1,516,498 139,411 0.26% 0.49% 55 +80,000 5.57% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,496,680 137,589 0.17% 0.08% 56 +676,618 82.51% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 1,484,312 137,043 0.16% 0.05% 57 +915,711 161.05% Q4 2025 Feb 18, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 1,421,698 130,696 0.34% 0.01% 58 +1,379,889 3300.46% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,347,232 123,851 0.04% 0.03% 59 -53,121 -3.79% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 1,337,216 122,930 0.21% 0.14% 60 +2,656 0.2% Q4 2025 Feb 17, 2026
FRED ALGER MANAGEMENT, LLC History Added to 1,318,719 121,229 0.48% 0.02% 61 +1,263,721 2297.76% Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History Reduced 1,293,169 118,881 0.73% 0.62% 62 -1,315 -0.1% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 1,288,855 118,484 0.11% 0.08% 63 +112,092 9.53% Q4 2025 Feb 13, 2026
NORGES BANK History New 1,276,181 117,319 0.01% 64 +1,276,181 New Q4 2025 Feb 10, 2026
TWO SIGMA ADVISERS, LP History New 1,272,600 116,990 0.23% 65 +1,272,600 New Q4 2025 Feb 17, 2026
PARNASSUS INVESTMENTS, LLC History Reduced 1,237,719 113,783 0.3% 0.23% 66 -55,285 -4.28% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History Reduced 1,207,156 110,980 0.05% 0.05% 67 -92,730 -7.13% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 986,410 108,928 0.05% 0.07% 68 -635,894 -39.2% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 1,152,872 105,983 0.03% 0.02% 69 +84,348 7.89% Q4 2025 Feb 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,125,252 103,444 0.05% 0.05% 70 -49,609 -4.22% Q4 2025 Feb 02, 2026
TD ASSET MANAGEMENT INC History Added to 1,112,841 102,303 0.08% 0.07% 71 +23,229 2.13% Q4 2025 Feb 10, 2026
NICHOLAS COMPANY, INC. History Reduced 1,083,854 99,638 1.75% 1.47% 72 -44,150 -3.91% Q4 2025 Feb 04, 2026
Bank of New York Mellon Corp History Added to 1,032,000 94,871 0.02% 0.01% 73 +25,833 2.57% Q4 2025 Feb 10, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 1,010,898 92,931 1.28% 1.08% 74 -56,473 -5.29% Q4 2025 Feb 13, 2026
Erste Asset Management GmbH History Reduced 972,748 89,544 0.75% 0.7% 75 -9,900 -1.01% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Added to 966,235 88,828 0.09% 0.06% 76 +248,961 34.71% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 965,247 88,735 0.1% 0.08% 77 +7,012 0.73% Q4 2025 Feb 06, 2026
DRW Securities, LLC History Added to 942,983 86,688 2.29% 0.44% 78 +630,370 201.65% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Added to 932,624 85,736 0.15% 0.11% 79 +277,765 42.42% Q4 2025 Feb 06, 2026
Capital World Investors History Reduced 914,079 84,127 0.01% 0.01% 80 -179,541 -16.42% Q4 2025 Feb 11, 2026
FIRST TRUST ADVISORS LP History Reduced 871,656 80,131 0.06% 0.06% 81 -134,094 -13.33% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Added to 860,395 79,096 0.24% 0.18% 82 +227,810 36.01% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 842,157 77,419 0.0% 0.0% 83 -124,992 -12.92% Q4 2025 Feb 13, 2026
Aberdeen Group plc History Added to 841,574 77,365 0.12% 0.1% 84 +41,357 5.17% Q4 2025 Jan 16, 2026
JANE STREET GROUP, LLC History Reduced 827,700 76,090 0.01% 0.01% 85 -3,970 -0.48% Q4 2025 Feb 12, 2026
Epoch Investment Partners, Inc. History Reduced 827,094 76,034 0.43% 0.44% 86 -213,033 -20.48% Q4 2025 Feb 13, 2026
Phoenix Financial Ltd. History Reduced 804,400 73,947 0.8% 0.75% 87 -260 -0.03% Q4 2025 Feb 05, 2026
Assenagon Asset Management S.A. History Added to 787,084 72,356 0.1% 0.06% 88 +188,730 31.54% Q4 2025 Jan 09, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 763,309 70,170 2.53% 2.09% 89 -7,973 -1.03% Q4 2025 Jan 23, 2026
Harvest Portfolios Group Inc. History Reduced 754,813 69,389 1.21% 1.12% 90 -39,131 -4.93% Q4 2025 Feb 06, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Reduced 747,560 68,723 3.27% 2.72% 91 -5,254 -0.7% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 738,538 67,905 0.07% 0.08% 92 -124,734 -14.45% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 690,319 63,467 0.08% 0.07% 93 +17,800 2.65% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 654,439 60,162 0.11% 0.12% 94 -147,931 -18.44% Q4 2025 Mar 16, 2026
VAN ECK ASSOCIATES CORP History Added to 613,411 56,391 0.05% 0.02% 95 +302,972 97.59% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 579,050 53,232 0.04% 0.0% 96 +551,551 2005.71% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 573,405 52,713 0.08% 0.07% 97 +33,802 6.26% Q4 2025 Feb 11, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Reduced 572,652 52,643 1.16% 1.44% 98 -245,228 -29.98% Q4 2025 Feb 13, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 562,431 51,704 3.66% 2.64% 99 -35,878 -6.0% Q4 2025 Jan 21, 2026
Foresight Global Investors, Inc. History Added to 290,672 51,012 24.01% 11.08% 100 +47,495 19.53% Q4 2025 Mar 19, 2026
Hardman Johnston Global Advisors LLC History Reduced 546,923 50,278 2.4% 2.12% 101 -14,659 -2.61% Q4 2025 Jan 23, 2026
Nuveen, LLC History Added to 542,568 49,878 0.01% 0.01% 102 +18,056 3.44% Q4 2025 Feb 12, 2026
Walleye Trading LLC History Reduced 536,818 49,349 0.07% 0.07% 103 -50,081 -8.53% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 530,691 48,786 0.02% 0.01% 104 +181,366 51.92% Q4 2025 Feb 11, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Reduced 505,985 46,515 0.59% 0.51% 105 -4,962 -0.97% Q4 2025 Feb 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 503,517 46,288 1.01% 0.84% 106 -6,463 -1.27% Q4 2025 Feb 12, 2026
Crestwood Advisors Group, LLC History Reduced 492,285 45,255 0.75% 0.68% 107 -32,966 -6.28% Q4 2025 Feb 03, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 528,106 45,051 0.4% 0.44% 108 -149,488 -22.06% Q4 2025 Feb 11, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 481,980 44,768 1.37% 1.17% 109 -93,938 -16.31% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 486,246 44,700 0.0% 0.0% 110 -17,227 -3.42% Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Added to 461,554 42,430 0.17% 0.15% 111 +12,517 2.79% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History New 437,984 40,264 0.05% 112 +437,984 New Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 431,000 39,621 0.04% 0.04% 113 -41,073 -8.7% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 422,383 38,829 0.01% 0.0% 114 +58,943 16.22% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 421,119 38,713 0.06% 0.05% 115 -5,344 -1.25% Q4 2025 Feb 17, 2026
Capital Research Global Investors History Reduced 415,561 38,202 0.01% 0.01% 116 -369,698 -47.08% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 413,131 37,979 0.04% 0.03% 117 +32,136 8.43% Q4 2025 Feb 17, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 397,131 36,508 1.26% 1.04% 118 -6,794 -1.68% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 387,132 35,589 0.14% 119 +387,132 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 377,113 34,668 0.07% 0.06% 120 +79,631 26.77% Q4 2025 Feb 17, 2026
Main Street Research LLC History New 371,217 34,125 1.95% 121 +371,217 New Q4 2025 Feb 09, 2026
Creative Planning History Added to 363,579 33,423 0.02% 0.02% 122 +51,287 16.42% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 362,382 33,313 0.95% 0.82% 123 -2,918 -0.8% Q4 2025 Feb 13, 2026
Act Two Investors LLC History Reduced 351,775 32,338 5.82% 4.95% 124 -12,291 -3.38% Q4 2025 Feb 10, 2026
Integral Health Asset Management, LLC History Added to 350,000 32,175 1.6% 1.56% 125 +50,000 16.67% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 332,638 31,656 0.04% 0.04% 126 -336 -0.1% Q4 2025 Jan 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 335,558 30,847 0.45% 0.37% 127 +12,056 3.73% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Added to 335,387 30,832 0.06% 0.05% 128 +25,004 8.06% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 331,384 30,464 0.17% 0.13% 129 +43,082 14.94% Q4 2025 Feb 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 329,005 30,245 0.02% 0.02% 130 -45,199 -12.08% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 324,548 29,836 0.07% 0.06% 131 +9,859 3.13% Q4 2025 Feb 11, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 323,229 29,714 0.08% 0.07% 132 +42,665 15.21% Q4 2025 Jan 26, 2026
Martin Investment Management, LLC History Reduced 309,507 28,452 7.96% 6.24% 133 -10,352 -3.24% Q4 2025 Feb 10, 2026
PROFESSIONAL ADVISORY SERVICES INC History Reduced 305,897 28,121 3.64% 3.28% 134 -22,745 -6.92% Q4 2025 Jan 12, 2026
MML INVESTORS SERVICES, LLC History Added to 305,636 28,097 0.07% 0.06% 135 +32,338 11.83% Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 297,943 27,389 0.04% 0.08% 136 -375,000 -55.73% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 296,215 27,234 0.01% 0.01% 137 -139,058 -31.95% Q4 2025 Feb 09, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 293,777 27,006 0.56% 0.46% 138 -4,000 -1.34% Q4 2025 Feb 02, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 279,300 25,676 0.08% 0.0% 139 +265,132 1871.34% Q4 2025 Feb 17, 2026
CAMBIAR INVESTORS LLC History Added to 276,150 25,386 1.13% 0.94% 140 +5,326 1.97% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Reduced 268,089 24,645 0.04% 0.03% 141 -1,072 -0.4% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 259,103 23,820 0.03% 0.02% 142 +16,922 6.99% Q4 2025 Jan 30, 2026
CIBC Asset Management Inc History Added to 253,856 23,336 0.06% 0.05% 143 +9,132 3.73% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 253,474 23,302 0.03% 0.01% 144 +207,463 450.9% Q4 2025 Jan 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 245,477 22,566 0.01% 0.01% 145 -5,509 -2.19% Q4 2025 Feb 06, 2026
NEOS Investment Management LLC History Added to 240,992 22,154 0.13% 0.11% 146 +55,860 30.17% Q4 2025 Feb 17, 2026
DAVIDSON INVESTMENT ADVISORS History Added to 240,096 22,072 0.92% 0.78% 147 +1,500 0.63% Q4 2025 Jan 27, 2026
OLD MISSION CAPITAL LLC History Added to 238,008 21,880 0.5% 0.09% 148 +178,369 299.08% Q4 2025 Feb 17, 2026
Caption Management, LLC History Added to 237,900 21,870 0.15% 0.06% 149 +136,800 135.31% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 237,819 21,862 0.18% 0.18% 150 +1,033 0.44% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 236,288 21,721 0.15% 0.12% 151 -8,599 -3.51% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 228,725 21,026 0.03% 0.02% 152 +36,852 19.21% Q4 2025 Feb 12, 2026
SIT INVESTMENT ASSOCIATES INC History Reduced 224,675 20,654 25.33% 0.37% 153 -14,170 -5.93% Q4 2025 Feb 25, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 223,907 20,583 1.09% 0.94% 154 -4,732 -2.07% Q4 2025 Jan 09, 2026
CI INVESTMENTS INC. History Reduced 221,669 20,378 0.09% 0.07% 155 -17,240 -7.22% Q4 2025 Feb 12, 2026
BOONE CAPITAL MANAGEMENT LLC History New 220,201 20,243 6.35% 156 +220,201 New Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 213,762 19,650 0.06% 0.06% 157 -3,888 -1.79% Q4 2025 Jan 30, 2026
Capital International, Inc./CA/ History Reduced 213,141 19,594 0.15% 0.28% 158 -235,597 -52.5% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 211,184 19,414 0.05% 0.04% 159 +1,081 0.51% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 210,376 19,339 0.03% 0.03% 160 -106,346 -33.58% Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 331,081 19,153 0.03% 0.03% 161 +118,703 55.89% Q4 2025 Mar 09, 2026
Capital Wealth Planning, LLC History Added to 206,389 18,899 0.12% 0.06% 162 +101,747 97.23% Q4 2025 Feb 11, 2026
ODDO BHF ASSET MANAGEMENT SAS History New 199,779 18,365 0.69% 163 +199,779 New Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 195,602 17,981 0.13% 0.11% 164 +4,538 2.38% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 194,865 17,913 0.0% 165 +194,865 New Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 194,000 17,834 0.15% 0.16% 166 0 0.0% Q4 2025 Jan 28, 2026
Artia Global Partners LP History No change 190,752 17,535 2.48% 2.32% 167 0 0.0% Q4 2025 Feb 17, 2026
SALT Holding Corp. History Added to 186,500 17,144 13.28% 1.23% 168 +169,300 984.3% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 184,445 16,956 0.27% 0.02% 169 +169,060 1098.86% Q4 2025 Jan 08, 2026
OSAIC HOLDINGS, INC. History Reduced 182,885 16,811 0.02% 0.02% 170 -6,110 -3.23% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 180,400 16,584 0.02% 0.08% 171 -860,503 -82.67% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 178,759 16,433 0.03% 0.02% 172 +9,897 5.86% Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 175,714 16,153 0.18% 0.14% 173 +28,231 19.14% Q4 2025 Feb 02, 2026
Federation des caisses Desjardins du Quebec History Reduced 174,073 16,002 0.06% 0.05% 174 -3,210 -1.81% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 161,954 14,888 0.2% 0.1% 175 +93,186 135.51% Q4 2025 Feb 06, 2026
Orion Porfolio Solutions, LLC History Reduced 160,390 14,744 0.11% 0.1% 176 -1,011 -0.63% Q4 2025 Feb 12, 2026
BAILARD, INC. History Added to 159,013 14,618 0.32% 0.25% 178 +9,601 6.43% Q4 2025 Feb 04, 2026
CULLEN/FROST BANKERS, INC. History Reduced 159,015 14,618 0.16% 0.14% 177 -347 -0.22% Q4 2025 Feb 06, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 157,747 14,501 3.12% 2.83% 179 -3,208 -1.99% Q4 2025 Jan 29, 2026
Parallax Volatility Advisers, L.P. History Added to 156,498 14,386 0.03% 0.01% 180 +29,872 23.59% Q4 2025 Feb 17, 2026
Chesley Taft & Associates LLC History Added to 152,750 14,042 0.55% 0.41% 181 +25,985 20.5% Q4 2025 Jan 14, 2026
FourThought Financial Partners, LLC History Added to 150,996 13,881 1.17% 0.99% 182 +3,986 2.71% Q4 2025 Feb 06, 2026
ExodusPoint Capital Management, LP History New 148,255 13,629 0.11% 183 +148,255 New Q4 2025 Feb 17, 2026
Hilton Capital Management, LLC History Added to 145,332 13,360 1.01% 0.9% 184 +403 0.28% Q4 2025 Feb 12, 2026
GLENMEDE TRUST CO NA History New 144,510 13,284 0.06% 185 +144,510 New Q4 2025 Feb 17, 2026
OAK FAMILY ADVISORS, LLC History Reduced 144,132 13,250 3.64% 2.79% 186 -1,140 -0.78% Q4 2025 Feb 03, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 142,674 13,116 0.17% 0.14% 187 -1,746 -1.21% Q4 2025 Feb 10, 2026
Vanguard Personalized Indexing Management, LLC History Added to 142,455 13,095 0.13% 0.11% 188 +8,147 6.07% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 142,248 13,083 0.02% 0.02% 189 +390 0.27% Q4 2025 Feb 17, 2026
ABC ARBITRAGE SA History Reduced 140,150 12,883 1.21% 5.15% 190 -541,212 -79.43% Q4 2025 Feb 04, 2026
PARK NATIONAL CORP /OH/ History Reduced 139,437 12,818 0.4% 0.38% 191 -20,162 -12.63% Q4 2025 Jan 05, 2026
China Universal Asset Management Co., Ltd. History Added to 135,636 12,469 0.96% 0.85% 192 +2,056 1.54% Q4 2025 Jan 29, 2026
Smith Salley Wealth Management History Reduced 135,605 12,466 0.62% 0.54% 193 -623 -0.46% Q4 2025 Jan 27, 2026
&PARTNERS History Added to 135,124 12,427 0.07% 0.06% 194 +21,865 19.31% Q4 2025 Feb 17, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 135,060 12,416 2.4% 2.19% 195 0 0.0% Q4 2025 Feb 17, 2026
BAMCO INC /NY/ History Reduced 135,025 12,412 0.03% 0.03% 196 -4,983 -3.56% Q4 2025 Feb 17, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 134,597 12,373 0.21% 0.18% 197 +4,755 3.66% Q4 2025 Jan 27, 2026
Rafferty Asset Management, LLC History Reduced 134,264 12,342 0.04% 0.04% 198 -26,234 -16.35% Q4 2025 Feb 13, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 129,364 11,892 0.54% 199 +129,364 New Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Added to 129,133 11,871 0.26% 0.1% 200 +86,453 202.56% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 129,278 11,830 0.02% 0.02% 201 +311 0.24% Q4 2025 Feb 18, 2026
HUB Investment Partners, LLC History New 128,635 11,825 0.31% 202 +128,635 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 127,034 11,678 0.03% 0.03% 203 +4,065 3.31% Q4 2025 Feb 05, 2026
Focus Partners Wealth History Added to 127,902 11,645 0.01% 0.01% 204 +25,707 25.15% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Reduced 125,562 11,542 0.32% 0.28% 205 -3,478 -2.7% Q4 2025 Feb 03, 2026
Atria Investments, Inc History Added to 125,545 11,541 0.13% 0.09% 206 +18,625 17.42% Q4 2025 Feb 05, 2026
Cumberland Partners Ltd History Added to 125,412 11,529 0.71% 0.63% 207 +251 0.2% Q4 2025 Feb 06, 2026
FIRST FOUNDATION ADVISORS History Reduced 123,927 11,392 0.43% 0.37% 208 -8,036 -6.09% Q4 2025 Feb 04, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 122,860 11,295 0.17% 0.1% 209 +39,244 46.93% Q4 2025 Feb 09, 2026
DODGE & COX History Reduced 121,043 11,127 0.01% 0.01% 210 -16,445 -11.96% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 121,018 11,125 0.08% 0.09% 211 -26,222 -17.81% Q4 2025 Jan 29, 2026
SummitTX Capital, L.P. History Added to 119,940 11,026 0.33% 0.16% 212 +70,319 141.71% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 131,762 10,966 0.03% 0.03% 213 +1,985 1.53% Q4 2025 Feb 10, 2026
iA Global Asset Management Inc. History Added to 118,585 10,902 0.14% 0.12% 214 +4,396 3.85% Q4 2025 Feb 05, 2026
Brooklyn Investment Group History Added to 116,901 10,815 0.5% 0.28% 215 +87,237 294.08% Q4 2025 Feb 12, 2026
Azimuth Capital Investment Management LLC History Added to 116,470 10,707 0.38% 0.32% 216 +195 0.17% Q4 2025 Feb 12, 2026
Altrius Capital Management Inc History Reduced 115,064 10,577 2.24% 2.09% 217 -4,496 -3.76% Q4 2025 Feb 02, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 111,959 10,292 0.01% 0.0% 218 +27,175 32.05% Q4 2025 Feb 17, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 111,343 10,235 0.3% 0.25% 219 -3,007 -2.63% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 111,014 10,205 0.17% 0.15% 220 -4,209 -3.65% Q4 2025 Feb 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 109,690 10,147 0.01% 221 +109,690 New Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History Added to 109,796 10,093 0.01% 0.01% 222 +65,555 148.18% Q4 2025 Feb 17, 2026
Curi Capital, LLC History Added to 108,581 9,981 0.17% 0.11% 223 +28,644 35.83% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 106,786 9,817 0.08% 0.06% 224 +2,910 2.8% Q4 2025 Jan 05, 2026
Private Advisor Group, LLC History Added to 103,693 9,532 0.04% 0.04% 225 +1,203 1.17% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 102,696 9,440 0.01% 0.01% 226 -3,399 -3.2% Q4 2025 Feb 05, 2026
GQG Partners LLC History Added to 102,372 9,411 0.02% 0.01% 227 +14,408 16.38% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 101,828 9,361 0.01% 0.0% 228 +6,113 6.39% Q4 2025 Jan 23, 2026
Laird Norton Wetherby Trust Company, LLC History New 101,718 9,350 0.19% 229 +101,718 New Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 100,607 9,248 0.04% 0.03% 230 +3,911 4.04% Q4 2025 Feb 13, 2026
TRIGLAV INVESTMENTS, D.O.O. History Added to 100,235 9,214 0.58% 0.5% 231 +36 0.04% Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History Added to 98,929 9,094 0.27% 0.24% 232 +4,648 4.93% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Added to 98,138 9,021 0.17% 0.14% 233 +811 0.83% Q4 2025 Feb 04, 2026
OAK RIDGE INVESTMENTS LLC History Added to 97,663 8,978 0.54% 0.47% 234 +3,765 4.01% Q4 2025 Jan 23, 2026
FIRST MERCHANTS CORP History Added to 97,418 8,955 0.33% 0.28% 235 +1,527 1.59% Q4 2025 Jan 12, 2026
Ethic Inc. History Added to 96,702 8,889 0.14% 0.11% 236 +12,320 14.6% Q4 2025 Feb 03, 2026
FEDERATED HERMES, INC. History Reduced 95,290 8,760 0.01% 0.02% 237 -22,723 -19.25% Q4 2025 Feb 12, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Reduced 47,248 8,748 2.74% 2.33% 238 -162 -0.34% Q4 2025 Feb 10, 2026
Aquatic Capital Management LLC History New 94,065 8,647 0.25% 239 +94,065 New Q4 2025 Feb 17, 2026
Mengis Capital Management, Inc. History Added to 93,361 8,582 1.52% 1.31% 240 +6,519 7.51% Q4 2025 Mar 05, 2026
Pictet North America Advisors SA History Reduced 92,910 8,541 0.81% 0.72% 241 -7,412 -7.39% Q4 2025 Jan 16, 2026
Oliver Luxxe Assets LLC History Reduced 91,468 8,408 1.28% 1.11% 242 -183 -0.2% Q4 2025 Jan 08, 2026
NewEdge Advisors, LLC History Added to 89,812 8,256 0.03% 0.02% 243 +26,659 42.21% Q4 2025 Feb 18, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 88,255 8,113 0.15% 0.13% 244 +2,783 3.26% Q4 2025 Jan 23, 2026
Bleakley Financial Group, LLC History Added to 87,409 8,035 0.14% 0.14% 245 +7,426 9.28% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 86,207 7,924 0.01% 0.0% 246 +2,820 3.38% Q4 2025 Feb 10, 2026
WealthPlan Investment Management, LLC History Added to 86,062 7,911 0.5% 0.44% 247 +49 0.06% Q4 2025 Feb 05, 2026
L & S Advisors Inc History New 84,691 7,785 0.72% 248 +84,691 New Q4 2025 Feb 05, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 84,104 7,732 0.04% 0.03% 249 +6,287 8.08% Q4 2025 Feb 17, 2026
Capital Group Private Client Services, Inc. History Reduced 84,027 7,724 0.12% 0.12% 250 -9,489 -10.15% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 83,824 7,705 0.08% 0.05% 251 +21,891 35.35% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 83,791 7,703 0.06% 252 +83,791 New Q4 2025 Feb 18, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 83,700 7,694 0.01% 40.74% 253 -30,686 -26.83% Q4 2025 Feb 17, 2026
Penobscot Investment Management Company, Inc. History Added to 83,539 7,679 0.58% 0.42% 254 +12,255 17.19% Q4 2025 Jan 27, 2026
Boston Common Asset Management, LLC History Reduced 83,424 7,669 0.39% 0.96% 255 -178,013 -68.09% Q4 2025 Jan 15, 2026
Goelzer Investment Management, Inc. History Added to 82,536 7,587 0.35% 0.33% 256 +521 0.64% Q4 2025 Jan 14, 2026
Schonfeld Strategic Advisors LLC History Reduced 82,047 7,542 0.03% 0.38% 257 -788,501 -90.58% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Reduced 81,898 7,528 0.18% 0.16% 258 -691 -0.84% Q4 2025 Jan 28, 2026
Advisors Asset Management, Inc. History Added to 79,730 7,329 0.12% 0.07% 259 +29,365 58.3% Q4 2025 Feb 12, 2026
Oxbow Advisors, LLC History Added to 78,288 7,197 0.63% 0.55% 260 +694 0.89% Q4 2025 Feb 04, 2026
NIXON PEABODY TRUST CO History Added to 77,593 7,133 0.54% 0.44% 261 +43 0.06% Q4 2025 Feb 06, 2026
Henry James International Management Inc. History Added to 76,987 7,077 2.23% 1.36% 262 +19,024 32.82% Q4 2025 Feb 17, 2026
Benson Investment Management Company, Inc. History Added to 76,087 6,994 2.44% 1.97% 263 +790 1.05% Q4 2025 Jan 27, 2026
DekaBank Deutsche Girozentrale History No change 81,742 6,806 0.01% 0.01% 264 0 0.0% Q4 2025 Jan 28, 2026
Purpose Unlimited Inc. History New 73,490 6,755 0.31% 265 +73,490 New Q4 2025 Mar 20, 2026
CIBC WORLD MARKET INC. History Added to 71,060 6,532 0.01% 0.01% 266 +6,639 10.31% Q4 2025 Feb 10, 2026
Simplify Asset Management Inc. History Added to 70,980 6,525 0.11% 0.05% 267 +34,036 92.13% Q4 2025 Feb 09, 2026
IEQ CAPITAL, LLC History Reduced 70,389 6,470 0.02% 0.02% 268 -4,341 -5.81% Q4 2025 Feb 13, 2026
PINKERTON WEALTH, LLC History Reduced 70,033 6,438 0.66% 0.58% 269 -769 -1.09% Q4 2025 Feb 06, 2026
Taproot Management LP History New 69,996 6,434 1.04% 270 +69,996 New Q4 2025 Feb 13, 2026
Turtle Creek Wealth Advisors, LLC History Added to 68,841 6,328 0.5% 0.4% 271 +11,092 19.21% Q4 2025 Jan 28, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 66,561 6,118 0.12% 0.11% 272 -2,530 -3.66% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Added to 66,450 6,108 0.14% 0.12% 273 +213 0.32% Q4 2025 Feb 12, 2026
Rossmore Private Capital History Added to 66,392 6,103 0.54% 0.53% 274 +1,792 2.77% Q4 2025 Feb 05, 2026
RNC CAPITAL MANAGEMENT LLC History Reduced 66,035 6,070 0.28% 0.23% 275 -457 -0.69% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Added to 65,776 6,046 0.09% 0.08% 276 +1,840 2.88% Q4 2025 Jan 20, 2026
Calamos Advisors LLC History Reduced 75,978 6,024 0.02% 0.03% 277 -41,810 -35.5% Q4 2025 Jan 29, 2026
GUARDIAN CAPITAL LP History Reduced 65,473 6,018 0.18% 0.21% 278 -17,601 -21.19% Q4 2025 Feb 18, 2026
Patten Group, Inc. History Reduced 65,406 6,012 1.11% 0.99% 279 -1,015 -1.53% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Added to 65,229 5,996 0.1% 0.02% 280 +49,626 318.05% Q4 2025 Jan 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 65,042 5,979 0.13% 0.08% 281 +21,723 50.15% Q4 2025 Jan 27, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 64,952 5,971 0.59% 0.49% 282 +238 0.37% Q4 2025 Jan 21, 2026
PITTENGER & ANDERSON INC History Added to 64,920 5,968 0.23% 0.18% 283 +300 0.46% Q4 2025 Feb 02, 2026
HENDLEY & CO INC History Reduced 64,805 5,958 2.13% 1.86% 284 -8,415 -11.49% Q4 2025 Feb 05, 2026
SouthState Bank Corp History Added to 63,722 5,857 0.26% 0.22% 285 +2,277 3.71% Q4 2025 Feb 11, 2026
SHERMAN PORFOLIOS, LLC History New 63,428 5,830 0.4% 286 +63,428 New Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 63,000 5,791 0.04% 287 +63,000 New Q4 2025 Feb 05, 2026
GLOBALT Investments LLC / GA History Reduced 62,411 5,737 0.21% 0.18% 288 -1,660 -2.59% Q4 2025 Feb 06, 2026
VALICENTI ADVISORY SERVICES INC History Added to 61,796 5,681 1.19% 1.0% 289 +1,100 1.81% Q4 2025 Jan 16, 2026
Timber Creek Capital Management LLC History Reduced 61,415 5,645 1.31% 1.15% 290 -461 -0.75% Q4 2025 Jan 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 61,169 5,623 0.47% 0.43% 291 -3,574 -5.52% Q4 2025 Feb 03, 2026
Cox Capital Mgt LLC History Added to 58,689 5,546 3.45% 2.9% 292 +858 1.48% Q4 2025 Jan 14, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 60,131 5,527 0.23% 0.16% 293 +9,547 18.87% Q4 2025 Feb 12, 2026
Naviter Wealth, LLC History Reduced 60,013 5,516 0.72% 0.64% 294 -12,014 -16.68% Q4 2025 Jan 21, 2026
Asio Capital, LLC History Added to 59,803 5,497 0.78% 0.68% 295 +933 1.58% Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 59,663 5,484 0.0% 0.0% 296 +18,098 43.54% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 59,527 5,472 0.08% 0.07% 297 +2,373 4.15% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History Reduced 59,364 5,457 0.06% 0.06% 298 -6,208 -9.47% Q4 2025 Feb 02, 2026
MOTCO History Reduced 57,872 5,320 0.48% 0.42% 299 -1,579 -2.66% Q4 2025 Feb 06, 2026
FACTORY MUTUAL INSURANCE CO History No change 57,852 5,318 0.05% 0.04% 300 0 0.0% Q4 2025 Jan 23, 2026
INGALLS & SNYDER LLC History Reduced 57,531 5,289 0.19% 0.15% 301 -2,794 -4.63% Q4 2025 Feb 13, 2026
Exome Asset Management LLC History No change 28,362 5,260 2.51% 2.59% 302 0 0.0% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 56,496 5,193 0.1% 0.09% 303 +26,700 89.61% Q4 2025 Feb 11, 2026
Envestnet Portfolio Solutions, Inc. History Added to 56,328 5,178 0.02% 0.02% 304 +2,819 5.27% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 56,118 5,158 0.09% 0.04% 305 +30,770 121.39% Q4 2025 Feb 06, 2026
NewEdge Wealth, LLC History Added to 56,114 5,158 0.06% 0.06% 306 +7,653 15.79% Q4 2025 Feb 03, 2026
AIMZ Investment Advisors, LLC History Reduced 55,781 5,127 1.47% 1.35% 307 -478 -0.85% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 55,506 5,102 0.12% 0.47% 308 -167,329 -75.09% Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History Added to 55,402 5,093 0.24% 0.21% 309 +184 0.33% Q4 2025 Feb 04, 2026
Steward Partners Investment Advisory, LLC History Added to 55,073 5,062 0.03% 0.02% 310 +1,839 3.45% Q4 2025 Feb 12, 2026
Daiwa Securities Group Inc. History Added to 54,060 4,970 0.02% 0.01% 312 +4,771 9.68% Q4 2025 Feb 11, 2026
PROFUND ADVISORS LLC History Added to 54,072 4,970 0.15% 0.12% 311 +4,684 9.48% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 54,039 4,967 0.02% 0.01% 313 +2,454 4.76% Q4 2025 Jan 30, 2026
Crossmark Global Holdings, Inc. History Reduced 53,829 4,948 0.07% 0.06% 314 -833 -1.52% Q4 2025 Feb 03, 2026
HSBC HOLDINGS PLC History Added to 53,265 4,902 0.0% 0.0% 315 +208 0.39% Q4 2025 Mar 20, 2026
D. E. Shaw & Co., Inc. History Reduced 53,237 4,894 0.0% 0.01% 316 -193,294 -78.41% Q4 2025 Feb 17, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 53,202 4,890 0.18% 0.16% 317 -334 -0.62% Q4 2025 Jan 28, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 52,962 4,868 0.1% 0.09% 318 +1,129 2.18% Q4 2025 Feb 13, 2026
Fiduciary Group, LLC History Added to 52,205 4,799 0.4% 0.35% 319 +396 0.76% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 52,254 4,784 0.0% 0.0% 320 +2,842 5.75% Q4 2025 Feb 03, 2026
HM PAYSON & CO History Added to 51,517 4,735 0.07% 0.04% 321 +18,945 58.16% Q4 2025 Feb 12, 2026
MORTON COMMUNITY BANK History Added to 50,977 4,729 1.02% 0.94% 322 +1,697 3.44% Q4 2025 Feb 13, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 51,244 4,710 0.35% 0.32% 323 -1,789 -3.37% Q4 2025 Feb 04, 2026
Centiva Capital, LP History Added to 51,196 4,706 0.04% 0.01% 324 +42,866 514.6% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 51,051 4,693 0.1% 0.08% 325 +4,627 9.97% Q4 2025 Feb 03, 2026
Samjo Management, LLC History Reduced 50,965 4,685 1.81% 1.55% 326 -1,890 -3.58% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 50,441 4,666 0.06% 0.05% 327 +3,362 7.14% Q4 2025 Jan 23, 2026
Brookmont Capital Management History Reduced 50,355 4,629 2.68% 2.17% 328 -554 -1.09% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 50,240 4,618 0.05% 0.05% 329 +11,742 30.5% Q4 2025 Jan 29, 2026
Stanley-Laman Group, Ltd. History Added to 50,112 4,606 0.59% 0.53% 330 +1,797 3.72% Q4 2025 Jan 23, 2026
NWI MANAGEMENT LP History No change 50,000 4,596 0.21% 0.2% 331 0 0.0% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Added to 49,922 4,589 0.03% 0.02% 332 +2,364 4.97% Q4 2025 Jan 28, 2026
Robbins Farley History Reduced 49,906 4,587 2.08% 1.73% 333 -4,243 -7.84% Q4 2025 Jan 23, 2026
Vident Advisory, LLC History Reduced 49,591 4,558 0.04% 0.04% 334 -1,802 -3.51% Q4 2025 Feb 18, 2026
Ramirez Asset Management, Inc. History Added to 49,262 4,528 0.6% 0.5% 335 +2,605 5.58% Q4 2025 Feb 11, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 49,100 4,513 0.01% 0.01% 336 -8,400 -14.61% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 49,055 4,509 0.02% 0.02% 337 +177 0.36% Q4 2025 Jan 12, 2026
Seascape Capital Management History Added to 48,334 4,443 1.26% 1.05% 338 +584 1.22% Q4 2025 Jan 21, 2026
CHANNEL WEALTH LLC History Reduced 47,953 4,408 1.12% 1.2% 339 -10,555 -18.04% Q4 2025 Feb 03, 2026
MOODY LYNN & LIEBERSON, LLC History Added to 47,878 4,401 0.23% 0.1% 340 +22,556 89.08% Q4 2025 Jan 15, 2026
Dynasty Wealth Management, LLC History Reduced 23,782 4,372 0.04% 0.04% 341 -18,791 -44.14% Q4 2025 Feb 10, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 47,192 4,338 0.47% 0.5% 342 -12,616 -21.09% Q4 2025 Jan 29, 2026
Sound View Wealth Advisors Group, LLC History Added to 47,106 4,330 0.29% 0.25% 343 +315 0.67% Q4 2025 Jan 08, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 47,059 4,326 0.01% 0.01% 344 +14,247 43.42% Q4 2025 Feb 09, 2026
AMG National Trust Bank History Added to 46,714 4,294 0.1% 0.08% 345 +3,731 8.68% Q4 2025 Jan 30, 2026
Aviso Financial Inc. History Added to 46,393 4,264 0.16% 0.14% 346 +1,980 4.46% Q4 2025 Feb 13, 2026
Clayton Partners LLC History Reduced 46,139 4,241 3.06% 2.71% 347 -512 -1.1% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Added to 44,707 4,109 0.01% 0.0% 348 +22,708 103.22% Q4 2025 Feb 17, 2026
DCF Advisers, LLC History New 44,300 4,072 1.09% 349 +44,300 New Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 43,939 4,039 0.09% 0.08% 350 +5,344 13.85% Q4 2025 Jan 28, 2026
Harvest Fund Management Co., Ltd History Added to 43,583 4,007 0.15% 0.12% 351 +7,528 20.88% Q4 2025 Feb 11, 2026
Composition Wealth, LLC History Added to 43,579 4,006 0.06% 0.05% 352 +167 0.38% Q4 2025 Feb 02, 2026
GAM Holding AG History New 42,793 3,933 0.25% 353 +42,793 New Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 42,683 3,923 0.08% 0.03% 354 +24,478 134.46% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 42,583 3,914 0.11% 0.08% 355 +9,655 29.32% Q4 2025 Feb 19, 2026
Pacer Advisors, Inc. History Added to 42,369 3,894 0.01% 0.01% 356 +1,412 3.45% Q4 2025 Feb 24, 2026
NATURAL INVESTMENTS, LLC History Reduced 41,679 3,831 0.95% 0.85% 357 -2,793 -6.28% Q4 2025 Jan 23, 2026
Madison Asset Management, LLC History Reduced 40,584 3,730 0.04% 0.04% 358 -1,595 -3.78% Q4 2025 Feb 04, 2026
LGT Fund Management Co Ltd. History No change 39,958 3,696 0.29% 0.27% 359 0 0.0% Q4 2025 Feb 05, 2026
Sivik Global Healthcare LLC History New 40,000 3,677 1.07% 360 +40,000 New Q4 2025 Jan 21, 2026
Sequoia Financial Advisors, LLC History Added to 39,691 3,648 0.02% 0.02% 361 +564 1.44% Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 39,329 3,628 0.01% 0.0% 362 +18,964 93.12% Q4 2025 Feb 05, 2026
Westview Management dba Westview Investment Advisors History New 39,136 3,597 1.71% 363 +39,136 New Q4 2025 Jan 09, 2026
Louisiana State Employees Retirement System History Reduced 39,000 3,585 0.06% 0.06% 364 -3,800 -8.88% Q4 2025 Jan 16, 2026
Snowden Capital Advisors LLC History Added to 38,524 3,541 0.09% 0.08% 365 +1,950 5.33% Q4 2025 Feb 17, 2026
Foundation Wealth Management, LLC\PA History No change 38,411 3,531 1.28% 1.14% 366 0 0.0% Q4 2025 Jan 15, 2026
Marks Group Wealth Management, Inc History Added to 37,787 3,473 0.33% 0.25% 367 +3,337 9.69% Q4 2025 Feb 11, 2026
LGT Group Foundation History Added to 37,076 3,429 0.04% 0.0% 368 +34,445 1309.2% Q4 2025 Feb 05, 2026
Verdence Capital Advisors LLC History Reduced 37,297 3,428 0.2% 0.2% 369 -4,205 -10.13% Q4 2025 Jan 29, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 36,813 3,384 0.11% 0.09% 370 +1,638 4.66% Q4 2025 Jan 30, 2026
Ballentine Partners, LLC History Added to 36,623 3,366 0.05% 0.04% 371 +1,617 4.62% Q4 2025 Feb 03, 2026
Gray Foundation History New 36,537 3,358 0.84% 372 +36,537 New Q4 2025 Jan 29, 2026
WCG Wealth Advisors LLC History New 35,883 3,298 0.09% 373 +35,883 New Q4 2025 Feb 10, 2026
TEALWOOD ASSET MANAGEMENT INC History Reduced 35,810 3,292 1.48% 1.11% 374 -63 -0.18% Q4 2025 Jan 07, 2026
GeoWealth Management, LLC History Added to 35,779 3,289 0.12% 0.06% 375 +14,820 70.71% Q4 2025 Feb 17, 2026
GC Wealth Management RIA, LLC History Added to 35,401 3,254 0.12% 0.08% 376 +2,876 8.84% Q4 2025 Jan 30, 2026
SEARLE & CO. History No change 35,350 3,249 0.84% 0.72% 377 0 0.0% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Reduced 35,186 3,234 0.03% 0.03% 378 -1,308 -3.58% Q4 2025 Jan 26, 2026
EQUITABLE TRUST CO History Reduced 34,910 3,209 0.14% 0.12% 379 -195 -0.56% Q4 2025 Feb 02, 2026
CenterBook Partners LP History Added to 34,800 3,199 0.16% 0.12% 380 +3,537 11.31% Q4 2025 Feb 11, 2026
Aperture Investors, LLC History No change 33,732 3,100 0.35% 0.35% 381 0 0.0% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Added to 33,559 3,085 0.04% 0.03% 382 +4,445 15.27% Q4 2025 Feb 05, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 33,369 3,067 0.4% 0.34% 383 -600 -1.77% Q4 2025 Feb 10, 2026
Financial Gravity Asset Management, Inc. History Reduced 33,313 3,062 0.59% 0.72% 384 -14,445 -30.25% Q4 2025 Feb 13, 2026
Old Port Advisors History Added to 33,190 3,051 0.75% 0.59% 385 +2,338 7.58% Q4 2025 Jan 08, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 32,808 3,015 0.17% 0.15% 386 +669 2.08% Q4 2025 Feb 04, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 32,277 2,967 0.17% 0.16% 387 +1,011 3.23% Q4 2025 Feb 10, 2026
Columbus Macro, LLC History Reduced 32,172 2,957 0.32% 0.29% 388 -1,281 -3.83% Q4 2025 Jan 15, 2026
Third View Private Wealth, LLC History New 32,091 2,950 0.4% 389 +32,091 New Q4 2025 Jan 23, 2026
SCS Capital Management LLC History Reduced 32,056 2,946 0.03% 0.15% 390 -151,551 -82.54% Q4 2025 Feb 10, 2026
Rakuten Investment Management, Inc. History Added to 31,507 2,915 0.01% 0.0% 391 +31,107 7776.75% Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History New 31,549 2,900 0.1% 392 +31,549 New Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 30,829 2,834 0.02% 0.02% 393 +1,395 4.74% Q4 2025 Feb 17, 2026
Bellevue Group AG History Reduced 30,431 2,797 0.05% 0.06% 394 -5,213 -14.63% Q4 2025 Feb 17, 2026
White Lighthouse Investment Management Inc. History Reduced 30,374 2,792 0.39% 0.38% 395 -2,354 -7.19% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Added to 30,059 2,763 0.02% 0.01% 396 +14,285 90.56% Q4 2025 Feb 18, 2026
FNY Investment Advisers, LLC History No change 200 2,758 0.78% 0.72% 397 0 0.0% Q4 2025 Jan 16, 2026
Qtron Investments LLC History Reduced 29,970 2,755 0.36% 0.3% 398 -1,701 -5.37% Q4 2025 Feb 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 29,888 2,751 0.0% 0.0% 399 +20,635 223.01% Q4 2025 Jan 08, 2026
NTV ASSET MANAGEMENT LLC History Reduced 29,452 2,707 0.29% 0.25% 400 -2 -0.01% Q4 2025 Jan 20, 2026
EP Wealth Advisors, LLC History New 29,217 2,685 0.01% 401 +29,217 New Q4 2025 Feb 18, 2026
Smartleaf Asset Management LLC History Added to 28,594 2,645 0.1% 0.11% 402 +3,846 15.54% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 28,709 2,639 0.03% 0.03% 403 +1,588 5.86% Q4 2025 Jan 29, 2026
OARSMAN CAPITAL, INC. History Added to 28,644 2,633 0.34% 0.27% 404 +3,183 12.5% Q4 2025 Feb 13, 2026
Element Squared LLC History Added to 28,452 2,615 1.42% 1.23% 405 +340 1.21% Q4 2025 Jan 20, 2026
TD Waterhouse Canada Inc. History Added to 28,401 2,610 0.02% 0.0% 407 +24,477 623.78% Q4 2025 Jan 27, 2026
Venturi Wealth Management, LLC History Added to 28,398 2,610 0.12% 0.09% 406 +2,483 9.58% Q4 2025 Jan 22, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 28,379 2,608 0.22% 0.11% 408 +12,860 82.87% Q4 2025 Feb 09, 2026
CIBC WORLD MARKETS CORP History New 28,355 2,606 0.01% 409 +28,355 New Q4 2025 Feb 12, 2026
HighPoint Advisor Group LLC History Reduced 28,262 2,598 0.12% 0.11% 410 -767 -2.64% Q4 2025 Feb 04, 2026
OpenArc Corporate Advisory, LLC History New 28,121 2,585 0.04% 411 +28,121 New Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History Added to 27,984 2,572 0.14% 0.1% 412 +6,769 31.91% Q4 2025 Jan 21, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History New 27,899 2,564 0.29% 413 +27,899 New Q4 2025 Jan 08, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Reduced 27,838 2,559 0.31% 0.27% 414 -218 -0.78% Q4 2025 Jan 15, 2026
FLOW TRADERS U.S. LLC History New 27,594 2,537 0.08% 415 +27,594 New Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 27,247 2,504 0.35% 0.34% 416 -1,474 -5.13% Q4 2025 Jan 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 27,713 2,492 0.03% 0.03% 417 -6,065 -17.96% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 27,098 2,491 0.04% 0.02% 418 +14,127 108.91% Q4 2025 Mar 12, 2026
COMMERCE BANK History Added to 26,906 2,473 0.01% 0.01% 419 +2,324 9.45% Q4 2025 Feb 13, 2026
Citizens National Bank Trust Department History Reduced 26,368 2,424 0.42% 0.37% 420 -578 -2.15% Q4 2025 Jan 30, 2026
RHUMBLINE ADVISERS History Reduced 26,094 2,398 0.0% 0.0% 421 -682 -2.55% Q4 2025 Feb 13, 2026
DILLON & ASSOCIATES INC History Added to 25,963 2,389 0.31% 0.25% 422 +742 2.94% Q4 2025 Feb 09, 2026
BURLING WEALTH PARTNERS, LLC History Added to 25,822 2,373 0.37% 0.33% 423 +86 0.33% Q4 2025 Feb 06, 2026
GREENLEAF TRUST History Added to 25,769 2,368 0.02% 0.02% 424 +507 2.01% Q4 2025 Jan 21, 2026
SBI Okasan Asset Management Co.Ltd. History New 25,037 2,316 0.13% 425 +25,037 New Q4 2025 Feb 10, 2026
Frank, Rimerman Advisors LLC History Added to 25,168 2,313 0.15% 0.12% 426 +598 2.43% Q4 2025 Jan 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 24,560 2,257 0.01% 0.0% 427 +1,286 5.53% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History Added to 24,496 2,251 0.08% 0.06% 428 +906 3.84% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Reduced 24,454 2,248 0.02% 0.02% 429 -1,419 -5.48% Q4 2025 Feb 13, 2026
Bank OZK History New 24,332 2,236 0.79% 430 +24,332 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 24,317 2,235 0.01% 0.01% 431 -6,157 -20.2% Q4 2025 Jan 29, 2026
STEPHENS INC /AR/ History Added to 24,156 2,220 0.03% 0.02% 432 +738 3.15% Q4 2025 Feb 05, 2026
May Hill Capital, LLC History Added to 23,974 2,203 0.29% 0.22% 433 +14,147 143.96% Q4 2025 Feb 05, 2026
XXI WEALTH, LLC History New 23,865 2,193 1.33% 435 +23,865 New Q4 2025 Feb 12, 2026
SYON CAPITAL LLC History Added to 23,862 2,193 0.11% 0.09% 434 +855 3.72% Q4 2025 Feb 11, 2026
Nicholas Hoffman & Company, LLC. History Reduced 23,752 2,183 0.05% 0.05% 436 -728 -2.97% Q4 2025 Feb 02, 2026
Wealthcare Advisory Partners LLC History Added to 23,544 2,164 0.04% 0.04% 437 +418 1.81% Q4 2025 Jan 14, 2026
Equitable Holdings, Inc. History Reduced 23,442 2,155 0.01% 0.01% 438 -484 -2.02% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 23,290 2,141 0.01% 0.0% 439 +2,570 12.4% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 23,167 2,129 0.11% 0.1% 440 +642 2.85% Q4 2025 Jan 20, 2026
Perigon Wealth Management, LLC History Added to 23,059 2,119 0.04% 0.03% 441 +1,980 9.39% Q4 2025 Jan 16, 2026
PRINCETON CAPITAL MANAGEMENT LLC History New 23,018 2,116 0.55% 442 +23,018 New Q4 2025 Feb 06, 2026
Evelyn Partners Asset Management Ltd History Reduced 22,931 2,108 0.49% 0.4% 443 -160 -0.69% Q4 2025 Feb 13, 2026
Stablepoint Partners, LLC History Added to 22,789 2,094 0.33% 0.27% 444 +378 1.69% Q4 2025 Jan 13, 2026
Farther Finance Advisors, LLC History Added to 22,666 2,083 0.02% 0.01% 445 +12,438 121.61% Q4 2025 Jan 23, 2026
Karras Company, Inc. History New 22,645 2,081 2.03% 446 +22,645 New Q4 2025 Feb 06, 2026
Diversify Advisory Services, LLC History Added to 21,850 2,062 0.07% 0.06% 447 +1,088 5.24% Q4 2025 Jan 23, 2026
Dorsey & Whitney Trust CO LLC History Reduced 22,428 2,061 0.11% 0.14% 448 -11,504 -33.9% Q4 2025 Feb 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 22,352 2,054 0.09% 0.08% 449 +453 2.07% Q4 2025 Feb 11, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 22,161 2,037 0.02% 0.02% 450 -1,565 -6.6% Q4 2025 Jan 15, 2026
Tidal Investments LLC History Reduced 22,143 2,035 0.0% 0.01% 451 -54,070 -70.95% Q4 2025 Feb 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 22,080 2,029 0.18% 0.14% 452 +1,483 7.2% Q4 2025 Jan 30, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 21,658 1,991 0.03% 0.04% 453 -1,872 -7.96% Q4 2025 Feb 19, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 21,400 1,967 0.19% 0.16% 454 +1,400 7.0% Q4 2025 Feb 13, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 21,371 1,964 0.71% 0.83% 455 -5,465 -20.36% Q4 2025 Jan 26, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 21,313 1,959 0.2% 0.19% 456 +555 2.67% Q4 2025 Feb 13, 2026
AlphaCentric Advisors LLC History New 21,243 1,952 1.95% 457 +21,243 New Q4 2025 Feb 12, 2026
VISTA INVESTMENT MANAGEMENT History Added to 21,215 1,950 0.64% 0.57% 458 +60 0.28% Q4 2025 Feb 17, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 21,147 1,944 0.26% 0.23% 459 +109 0.52% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Added to 21,103 1,939 0.06% 0.05% 460 +1,511 7.71% Q4 2025 Feb 11, 2026
Florida Trust Wealth Management Co History Added to 20,784 1,910 0.05% 0.04% 462 +1,386 7.15% Q4 2025 Jan 20, 2026
First American Bank History Reduced 20,782 1,910 0.12% 0.1% 461 -22 -0.11% Q4 2025 Jan 20, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 20,737 1,906 0.07% 0.07% 463 -786 -3.65% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 20,705 1,902 0.0% 0.0% 464 -20,318 -49.53% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 20,517 1,900 0.03% 0.02% 465 +326 1.61% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 21,045 1,896 0.05% 0.03% 466 +703 3.46% Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Reduced 20,600 1,893 0.02% 0.02% 467 -492 -2.33% Q4 2025 Jan 21, 2026
Monte Financial Group, LLC History No change 20,479 1,882 0.7% 0.58% 468 0 0.0% Q4 2025 Jan 22, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 20,235 1,860 0.03% 0.03% 469 -545 -2.62% Q4 2025 Jan 07, 2026
MAI Capital Management History Reduced 20,191 1,856 0.01% 0.01% 470 -165 -0.81% Q4 2025 Feb 13, 2026
Brandywine Global Investment Management, LLC History New 20,157 1,853 0.01% 471 +20,157 New Q4 2025 Feb 11, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 20,145 1,851 0.29% 0.25% 472 +1,464 7.84% Q4 2025 Jan 22, 2026
BROWN ADVISORY INC History Added to 20,121 1,849 0.0% 0.0% 473 +6,936 52.61% Q4 2025 Feb 13, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 20,040 1,841 0.02% 0.02% 474 -1,000 -4.75% Q4 2025 Feb 10, 2026
Valeo Financial Advisors, LLC History Added to 19,735 1,817 0.04% 0.03% 475 +1,708 9.47% Q4 2025 Feb 04, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 19,746 1,815 0.0% 476 +19,746 New Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Reduced 19,723 1,813 0.09% 0.08% 477 -740 -3.62% Q4 2025 Jan 27, 2026
Twin Tree Management, LP History Reduced 19,631 1,804 0.02% 0.01% 478 -8,168 -29.38% Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 19,607 1,802 0.04% 0.04% 479 -1,076 -5.2% Q4 2025 Feb 05, 2026
Farringdon Capital, Ltd. History Reduced 19,514 1,793 0.44% 0.44% 480 -3,185 -14.03% Q4 2025 Feb 17, 2026
Norinchukin Bank, The History Added to 19,501 1,792 0.02% 0.02% 481 +3,013 18.27% Q4 2025 Feb 17, 2026
West Family Investments, Inc. History No change 19,351 1,778 0.42% 50.24% 482 0 0.0% Q4 2025 Feb 11, 2026
Texas Bank & Trust Co History Added to 19,067 1,752 0.64% 0.53% 483 +839 4.6% Q4 2025 Feb 06, 2026
Laurion Capital Management LP History No change 19,000 1,746 0.07% 0.03% 484 0 0.0% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 25,267 1,744 0.0% 0.0% 486 +2,014 8.66% Q4 2025 Jan 26, 2026
REGIONS FINANCIAL CORP History Added to 18,981 1,744 0.01% 0.01% 485 +292 1.56% Q4 2025 Jan 27, 2026
WEALTH ALLIANCE, LLC History Reduced 18,930 1,740 0.17% 0.15% 487 -107 -0.56% Q4 2025 Feb 13, 2026
BANK OF HAWAII History Added to 18,756 1,724 0.09% 0.07% 488 +1,196 6.81% Q4 2025 Mar 03, 2026
Forum Financial Management, LP History Reduced 18,504 1,701 0.02% 0.02% 489 -33 -0.18% Q4 2025 Jan 27, 2026
NorthCrest Asset Manangement, LLC History Reduced 18,512 1,688 0.04% 0.04% 490 -531 -2.79% Q4 2025 Jan 08, 2026
TLWM History Reduced 18,204 1,673 0.31% 0.26% 491 -313 -1.69% Q4 2025 Jan 12, 2026
Dynamic Advisor Solutions LLC History Added to 18,196 1,672 0.05% 0.03% 492 +3,691 25.45% Q4 2025 Jan 09, 2026
CSM Advisors, LLC History Added to 18,136 1,669 0.05% 0.03% 493 +3,257 21.89% Q4 2025 Feb 11, 2026
Lester Murray Antman dba SimplyRich History Added to 18,063 1,660 0.43% 0.37% 494 +162 0.9% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Reduced 17,993 1,654 0.02% 0.02% 495 -1,136 -5.94% Q4 2025 Jan 16, 2026
Savant Capital, LLC History Reduced 17,864 1,642 0.01% 0.01% 496 -1,342 -6.99% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Added to 17,527 1,611 0.04% 0.03% 497 +54 0.31% Q4 2025 Feb 17, 2026
Coppell Advisory Solutions LLC History Reduced 17,132 1,584 0.16% 0.15% 498 -2,122 -11.02% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 17,147 1,576 0.02% 0.02% 499 +331 1.97% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Reduced 17,074 1,569 0.06% 0.05% 500 -1,341 -7.28% Q4 2025 Jan 21, 2026
INTRUST BANK NA History Added to 16,912 1,554 0.13% 0.1% 501 +600 3.68% Q4 2025 Feb 06, 2026
U.S. Capital Wealth Advisors, LLC History Added to 16,899 1,553 0.04% 0.03% 502 +368 2.23% Q4 2025 Jan 23, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 16,893 1,552 1.1% 1.06% 503 -837 -4.72% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 16,365 1,504 0.04% 0.01% 504 +10,756 191.76% Q4 2025 Feb 09, 2026
HANCOCK WHITNEY CORP History Reduced 16,279 1,496 0.03% 0.02% 505 -916 -5.33% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 16,195 1,488 0.01% 0.01% 506 +4,995 44.6% Q4 2025 Jan 26, 2026
Integrated Wealth Concepts LLC History Reduced 16,052 1,475 0.02% 0.02% 507 -9,559 -37.32% Q4 2025 Feb 13, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History Reduced 16,029 1,473 1.31% 1.1% 508 -20 -0.12% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 15,951 1,466 0.01% 509 +15,951 New Q4 2025 Feb 05, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 15,843 1,456 0.44% 0.4% 510 -1,015 -6.02% Q4 2025 Jan 29, 2026
Cooper Financial Group History Reduced 15,834 1,455 0.15% 0.14% 511 -280 -1.74% Q4 2025 Jan 08, 2026
Ascent Group, LLC History Reduced 15,767 1,449 0.05% 0.04% 512 -748 -4.53% Q4 2025 Jan 20, 2026
Voleon Capital Management LP History Added to 15,725 1,445 0.03% 0.01% 513 +8,788 126.68% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Added to 15,704 1,443 0.06% 0.01% 514 +11,849 307.37% Q4 2025 Feb 17, 2026
COOKSON PEIRCE & CO INC History Added to 15,620 1,435 0.06% 0.04% 515 +1,954 14.3% Q4 2025 Feb 11, 2026
FULTON BANK, N.A. History Reduced 15,422 1,417 0.05% 0.04% 516 -340 -2.16% Q4 2025 Jan 08, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 15,423 1,417 0.01% 0.01% 517 +47 0.31% Q4 2025 Jan 14, 2026
PCM Encore, LLC History New 15,383 1,414 0.3% 518 +15,383 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 15,324 1,408 0.03% 0.02% 519 +454 3.05% Q4 2025 Feb 11, 2026
SECTORAL ASSET MANAGEMENT INC History Reduced 15,232 1,400 1.12% 0.89% 520 -3,518 -18.76% Q4 2025 Feb 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 15,199 1,397 0.11% 0.09% 521 -1,374 -8.29% Q4 2025 Jan 23, 2026
Arax Advisory Partners History Reduced 15,176 1,395 0.04% 0.03% 522 -10,037 -39.81% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 15,090 1,387 0.02% 0.02% 523 +744 5.19% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 15,047 1,383 0.02% 0.02% 524 +303 2.06% Q4 2025 Feb 13, 2026
Diameter Capital Partners LP History New 15,000 1,378 0.13% 525 +15,000 New Q4 2025 Feb 17, 2026
ALTFEST L J & CO INC History Reduced 14,788 1,359 0.15% 0.14% 526 -1,860 -11.17% Q4 2025 Jan 23, 2026
Cyndeo Wealth Partners, LLC History Reduced 14,793 1,359 0.07% 0.07% 528 -803 -5.15% Q4 2025 Jan 07, 2026
Meridian Wealth Management, LLC History Added to 14,787 1,359 0.05% 0.04% 527 +244 1.68% Q4 2025 Feb 04, 2026
CENTRAL TRUST Co History Added to 14,713 1,352 0.03% 0.02% 529 +2,847 23.99% Q4 2025 Feb 02, 2026
RFG Advisory, LLC History New 14,706 1,351 0.03% 530 +14,706 New Q4 2025 Feb 03, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 14,590 1,341 0.55% 0.48% 531 0 0.0% Q4 2025 Feb 04, 2026
SeaCrest Wealth Management, LLC History Reduced 14,080 1,339 0.14% 0.13% 532 -315 -2.19% Q4 2025 Jan 12, 2026
BURNEY CO/ History Added to 14,536 1,336 0.04% 0.03% 533 +249 1.74% Q4 2025 Jan 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 14,471 1,330 0.06% 0.19% 534 -21,754 -60.05% Q4 2025 Feb 12, 2026
Brucke Financial, Inc. History Added to 14,344 1,318 0.72% 0.55% 535 +2,868 24.99% Q4 2025 Jan 12, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 14,288 1,313 0.54% 0.46% 536 -83 -0.58% Q4 2025 Jan 14, 2026
AlphaCore Capital LLC History Added to 14,252 1,310 0.03% 0.04% 537 +22 0.15% Q4 2025 Feb 05, 2026
SkyView Investment Advisors, LLC History Reduced 14,179 1,303 0.16% 0.14% 538 -208 -1.45% Q4 2025 Feb 18, 2026
WEDBUSH SECURITIES INC History Added to 14,099 1,296 0.04% 0.03% 539 +2,907 25.97% Q4 2025 Feb 12, 2026
Avestar Capital, LLC History Reduced 14,033 1,290 0.08% 0.07% 540 -63 -0.45% Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 14,028 1,289 0.72% 541 +14,028 New Q4 2025 Feb 18, 2026
Catalyst Funds Management Pty Ltd History Reduced 14,000 1,287 0.3% 0.19% 542 -2,100 -13.04% Q4 2025 Feb 09, 2026
DENALI ADVISORS LLC History Added to 13,999 1,286 0.14% 0.08% 543 +5,024 55.98% Q4 2025 Feb 03, 2026
Malaga Cove Capital, LLC History Reduced 13,986 1,285 0.44% 0.41% 544 -617 -4.23% Q4 2025 Feb 09, 2026
VELA Investment Management, LLC History No change 13,987 1,285 0.3% 0.26% 545 0 0.0% Q4 2025 Feb 02, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Reduced 13,978 1,284 0.76% 0.66% 546 -148 -1.05% Q4 2025 Jan 14, 2026
A. D. Beadell Investment Counsel, Inc. History No change 13,960 1,283 0.83% 0.73% 547 0 0.0% Q4 2025 Jan 14, 2026
Rehmann Capital Advisory Group History Added to 13,924 1,281 0.07% 0.05% 548 +2,594 22.89% Q4 2025 Mar 04, 2026
Optas, LLC History Reduced 13,857 1,273 0.2% 0.2% 549 -1,228 -8.14% Q4 2025 Jan 27, 2026
Icon Wealth Advisors, LLC History Added to 14,094 1,266 0.08% 0.07% 550 +209 1.51% Q4 2025 Feb 13, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Reduced 13,704 1,259 0.42% 0.37% 551 -60 -0.44% Q4 2025 Jan 20, 2026
Moors & Cabot, Inc. History Reduced 13,672 1,256 0.05% 0.05% 552 -39 -0.28% Q4 2025 Feb 10, 2026
REXFORD CAPITAL INC History Reduced 13,451 1,236 0.94% 0.81% 553 -222 -1.62% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 13,282 1,221 0.06% 0.05% 555 +2,047 18.22% Q4 2025 Jan 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 13,291 1,221 0.05% 0.04% 554 +38 0.29% Q4 2025 Feb 09, 2026
Lebenthal Global Advisors, LLC History New 13,279 1,220 0.19% 556 +13,279 New Q4 2025 Jan 28, 2026
Elevated Private Wealth, LLC History New 13,255 1,218 1.25% 557 +13,255 New Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Added to 13,224 1,215 0.01% 0.01% 558 +92 0.7% Q4 2025 Feb 13, 2026
44 WEALTH MANAGEMENT LLC History Reduced 13,207 1,214 0.41% 0.44% 559 -3,515 -21.02% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History Added to 13,151 1,209 0.05% 0.01% 560 +10,722 441.42% Q4 2025 Feb 04, 2026
Indivisible Partners History New 13,043 1,199 0.13% 561 +13,043 New Q4 2025 Feb 03, 2026
Montecito Bank & Trust History Reduced 12,983 1,193 0.19% 0.19% 562 -3,294 -20.24% Q4 2025 Jan 09, 2026
COZAD ASSET MANAGEMENT INC History No change 12,953 1,190 0.09% 0.08% 563 0 0.0% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Reduced 12,930 1,188 0.02% 0.02% 564 -1,005 -7.21% Q4 2025 Jan 23, 2026
LMCG INVESTMENTS, LLC History Reduced 12,742 1,171 0.07% 0.1% 565 -8,350 -39.59% Q4 2025 Feb 03, 2026
Copos Capital S.a r.l. History New 12,657 1,163 0.81% 566 +12,657 New Q4 2025 Feb 23, 2026
Abacus Wealth Partners, LLC History New 12,636 1,161 0.11% 567 +12,636 New Q4 2025 Feb 05, 2026
IFP Advisors, Inc History Added to 12,567 1,155 0.03% 0.01% 568 +7,738 160.24% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 12,527 1,151 0.0% 0.0% 569 +1,326 11.84% Q4 2025 Feb 17, 2026
WESTPORT ASSET MANAGEMENT INC History No change 15,000 1,150 0.48% 0.48% 570 0 0.0% Q4 2025 Feb 04, 2026
Venture Visionary Partners LLC History Reduced 12,474 1,146 0.04% 0.03% 571 -9 -0.07% Q4 2025 Feb 13, 2026
Hanson & Doremus Investment Management History Reduced 12,409 1,141 0.14% 0.12% 572 -423 -3.3% Q4 2025 Jan 20, 2026
Mutual Advisors, LLC History Reduced 12,376 1,137 0.02% 0.02% 573 -124 -0.99% Q4 2025 Feb 02, 2026
Wedmont Private Capital History Added to 11,901 1,132 0.04% 0.03% 574 +1,046 9.64% Q4 2025 Jan 08, 2026
Kingsview Wealth Management, LLC History Added to 12,299 1,130 0.02% 0.01% 575 +154 1.27% Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Added to 12,257 1,126 0.02% 0.02% 576 +79 0.65% Q4 2025 Jan 28, 2026
ADVOCATE GROUP LLC History Reduced 12,221 1,123 0.18% 0.16% 577 -310 -2.47% Q4 2025 Jan 20, 2026
Hilltop National Bank History Added to 12,184 1,120 0.27% 0.09% 578 +7,586 164.98% Q4 2025 Jan 07, 2026
LVW Advisors, LLC History Reduced 12,145 1,116 0.11% 0.12% 579 -3,172 -20.71% Q4 2025 Jan 14, 2026
SIH Partners, LLLP History Reduced 12,145 1,116 0.02% 0.03% 580 -50 -0.41% Q4 2025 Feb 17, 2026
Hartford Funds Management Co LLC History Reduced 12,027 1,105 0.09% 0.08% 581 -207 -1.69% Q4 2025 Feb 06, 2026
Empire Financial Management Company, LLC History No change 12,000 1,103 0.24% 0.21% 582 0 0.0% Q4 2025 Feb 12, 2026
Cherokee Insurance Co History No change 12,000 1,103 0.45% 0.39% 583 0 0.0% Q4 2025 Jan 29, 2026
Gibbs Wealth Management History Reduced 11,644 1,102 0.27% 0.25% 584 -2,800 -19.39% Q4 2025 Jan 23, 2026
Versant Capital Management, Inc History Added to 11,981 1,101 0.14% 0.11% 586 +1,157 10.69% Q4 2025 Jan 08, 2026
Flaharty Asset Management, LLC History Reduced 11,983 1,101 0.14% 0.12% 585 -116 -0.96% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 11,960 1,099 0.01% 0.0% 587 +2,752 29.89% Q4 2025 Feb 12, 2026
PDS Planning, Inc History Added to 11,852 1,089 0.07% 0.06% 588 +181 1.55% Q4 2025 Jan 26, 2026
BEARING POINT CAPITAL, LLC History Added to 11,665 1,072 0.17% 0.15% 589 +593 5.36% Q4 2025 Feb 10, 2026
DE BURLO GROUP INC History No change 11,626 1,068 0.13% 0.11% 590 0 0.0% Q4 2025 Feb 13, 2026
Mattson Financial Services, LLC History New 11,603 1,066 0.25% 592 +11,603 New Q4 2025 Feb 12, 2026
Portside Wealth Group, LLC History Added to 11,599 1,066 0.14% 0.11% 591 +1,528 15.17% Q4 2025 Jan 21, 2026
Grove Bank & Trust History Added to 11,570 1,063 0.12% 0.1% 593 +95 0.83% Q4 2025 Jan 08, 2026
CONNABLE OFFICE INC History Reduced 11,521 1,059 0.1% 0.09% 594 -494 -4.11% Q4 2025 Feb 03, 2026
Stratos Wealth Partners, LTD. History Added to 11,309 1,039 0.01% 0.01% 595 +1,161 11.44% Q4 2025 Jan 20, 2026
Kathmere Capital Management, LLC History Added to 11,278 1,036 0.07% 0.06% 597 +413 3.8% Q4 2025 Jan 13, 2026
Stockman Wealth Management, Inc. History No change 11,277 1,036 0.12% 0.11% 596 0 0.0% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 11,224 1,031 0.0% 0.0% 598 -1,053 -8.58% Q4 2025 Feb 11, 2026
Canandaigua National Trust Co of Florida History Added to 11,093 1,019 0.64% 0.64% 599 +593 5.65% Q4 2025 Jan 30, 2026
Caldwell Trust Co History Added to 11,020 1,013 0.09% 0.0% 600 +10,673 3075.79% Q4 2025 Jan 30, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 10,994 1,010 0.01% 0.01% 601 -482 -4.2% Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History Reduced 10,988 1,010 0.07% 0.06% 602 -75 -0.68% Q4 2025 Feb 20, 2026
EPG Wealth Management LLC History New 10,933 1,005 0.27% 603 +10,933 New Q4 2025 Jan 28, 2026
MARSHALL WACE, LLP History Reduced 10,920 1,003 0.0% 0.05% 604 -685,674 -98.43% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 10,859 998 0.01% 0.01% 605 -15,113 -58.19% Q4 2025 Feb 13, 2026
Bridgewater Advisors Inc. History Added to 10,970 993 0.06% 0.06% 606 +351 3.31% Q4 2025 Jan 23, 2026
RB Capital Management, LLC History Reduced 10,686 982 0.2% 0.18% 607 -406 -3.66% Q4 2025 Feb 03, 2026
SAGE RHINO CAPITAL LLC History Reduced 10,674 981 0.19% 0.19% 608 -2,019 -15.91% Q4 2025 Jan 30, 2026
CHANNING GLOBAL ADVISORS, LLC History Added to 10,682 981 0.63% 0.54% 609 +590 5.85% Q4 2025 Feb 10, 2026
Phillips Wealth Planners LLC History Reduced 10,828 980 0.79% 0.81% 611 -584 -5.12% Q4 2025 Feb 10, 2026
Clarius Group, LLC History No change 10,671 980 0.06% 0.05% 610 0 0.0% Q4 2025 Jan 14, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 10,565 971 0.04% 0.03% 612 0 0.0% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 10,520 967 0.03% 0.01% 613 +5,917 128.55% Q4 2025 Jan 30, 2026
Amundi History Added to 10,490 964 0.0% 0.0% 614 +126 1.22% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Added to 10,477 963 0.01% 0.01% 615 +1,898 22.12% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Added to 10,449 960 0.02% 0.01% 617 +5,595 115.27% Q4 2025 Jan 13, 2026
Keel Point, LLC History Reduced 10,452 960 0.06% 0.05% 616 -284 -2.65% Q4 2025 Feb 12, 2026
J.Safra Asset Management Corp History New 10,412 957 0.05% 618 +10,412 New Q4 2025 Feb 11, 2026
COURIER CAPITAL LLC History No change 10,377 953 0.05% 0.05% 619 0 0.0% Q4 2025 Jan 29, 2026
Central Pacific Bank - Trust Division History New 10,359 952 0.12% 620 +10,359 New Q4 2025 Jan 07, 2026
Strategic Global Advisors, LLC History Added to 10,106 929 0.14% 0.04% 621 +6,796 205.32% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 10,078 926 0.01% 0.01% 622 -42 -0.42% Q4 2025 Feb 09, 2026
USA FINANCIAL FORMULAS History New 10,063 925 0.17% 623 +10,063 New Q4 2025 Jan 14, 2026
HARBOUR INVESTMENTS, INC. History Reduced 10,038 922 0.02% 0.02% 624 -215 -2.1% Q4 2025 Feb 09, 2026
Essex Financial Services, Inc. History Reduced 10,001 919 0.05% 0.05% 625 -712 -6.65% Q4 2025 Feb 10, 2026
Marotta Asset Management History Reduced 10,001 919 0.17% 0.16% 626 -229 -2.24% Q4 2025 Jan 07, 2026
B. Riley Wealth Advisors, Inc. History Reduced 9,939 913 0.04% 0.04% 627 -264 -2.59% Q4 2025 Feb 17, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 9,932 913 0.61% 0.52% 628 -56 -0.56% Q4 2025 Feb 05, 2026
Calydon Capital History Reduced 9,848 905 0.15% 0.13% 629 -974 -9.0% Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History Added to 9,800 900 0.03% 0.02% 630 +470 5.04% Q4 2025 Feb 10, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 9,774 898 0.01% 0.0% 631 +3,756 62.41% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 9,764 897 0.02% 0.02% 632 -579 -5.6% Q4 2025 Feb 06, 2026
Summit Trail Advisors, LLC History Reduced 9,714 893 0.02% 0.01% 633 -2,607 -21.16% Q4 2025 Feb 17, 2026
FDx Advisors, Inc. History Added to 9,611 884 0.45% 0.18% 634 +2,430 33.84% Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 9,539 876 0.02% 0.02% 635 -2,353 -19.79% Q4 2025 Jan 16, 2026
GUERRA PAN ADVISORS, LLC History No change 9,509 874 0.52% 0.44% 636 0 0.0% Q4 2025 Jan 13, 2026
Community Bank & Trust, Waco, Texas History Added to 9,474 871 0.18% 0.14% 637 +690 7.86% Q4 2025 Feb 09, 2026
Entropy Technologies, LP History New 9,439 867 0.05% 638 +9,439 New Q4 2025 Feb 13, 2026
Aries Wealth Management History Added to 9,427 866 0.19% 0.17% 639 +179 1.94% Q4 2025 Jan 30, 2026
ICICI Prudential Asset Management Co Ltd History Added to 9,368 861 0.1% 0.07% 640 +347 3.85% Q4 2025 Feb 12, 2026
Lineweaver Wealth Advisors, LLC History Added to 9,297 854 0.12% 0.1% 642 +527 6.01% Q4 2025 Jan 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 9,297 854 0.01% 0.01% 641 -125 -1.33% Q4 2025 Feb 13, 2026
EJMK Ventures LLC History New 9,249 850 0.52% 643 +9,249 New Q4 2025 Mar 03, 2026
Covenant Partners, LLC History No change 9,246 849 0.25% 0.2% 644 0 0.0% Q4 2025 Jan 26, 2026
Accurate Wealth Management, LLC History Added to 8,875 840 0.11% 0.1% 645 +300 3.5% Q4 2025 Jan 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 9,121 838 0.06% 0.05% 646 -303 -3.22% Q4 2025 Feb 12, 2026
Advocate Investing Services LLC History New 9,100 836 0.75% 647 +9,100 New Q4 2025 Feb 12, 2026
BANK OF STOCKTON History Added to 9,063 833 0.24% 0.1% 648 +4,325 91.28% Q4 2025 Jan 21, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 9,024 829 0.04% 0.01% 649 +5,810 180.77% Q4 2025 Jan 28, 2026
Diversified Enterprises, LLC History Added to 9,019 829 0.05% 0.04% 650 +2,015 28.77% Q4 2025 Jan 28, 2026
ADAR1 Capital Management, LLC History New 9,000 827 0.06% 651 +9,000 New Q4 2025 Feb 18, 2026
GKV Capital Management Co., Inc. History New 9,000 827 0.31% 652 +9,000 New Q4 2025 Feb 10, 2026
Westover Capital Advisors, LLC History Added to 8,985 825 0.15% 0.09% 653 +2,336 35.13% Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 8,956 823 0.0% 0.0% 654 -734 -7.57% Q4 2025 Feb 09, 2026
Aprio Wealth Management, LLC History Added to 8,926 820 0.05% 0.04% 656 +3,277 58.01% Q4 2025 Jan 29, 2026
Supplemental Annuity Collective Trust of NJ History Reduced 8,921 820 0.21% 0.21% 655 -1,700 -16.01% Q4 2025 Jan 29, 2026
Fiera Capital Corp History Added to 8,915 819 0.0% 0.0% 657 +1,997 28.87% Q4 2025 Feb 11, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 8,913 819 0.2% 0.17% 658 -786 -8.1% Q4 2025 Jan 08, 2026
ALLIANZ SE History Added to 8,893 817 0.01% 0.01% 659 +1,484 20.03% Q4 2025 Feb 13, 2026
Ellevest, Inc. History Added to 8,895 817 0.11% 0.1% 660 +35 0.4% Q4 2025 Feb 10, 2026
NWAM LLC History No change 8,667 815 0.05% 0.04% 661 0 0.0% Q4 2025 Feb 04, 2026
Heritage Wealth Management, Inc. History Reduced 8,830 811 0.23% 0.2% 662 -12 -0.14% Q4 2025 Jan 26, 2026
QP WEALTH MANAGEMENT, LLC History New 8,816 810 0.71% 663 +8,816 New Q4 2025 Jan 07, 2026
New Republic Capital, LLC History Added to 8,811 810 0.22% 0.08% 665 +5,288 150.1% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 8,814 810 0.01% 0.01% 664 -1,493 -14.49% Q4 2025 Feb 11, 2026
Choate Investment Advisors History Reduced 8,683 798 0.02% 0.02% 666 -1,625 -15.76% Q4 2025 Feb 09, 2026
Berman McAleer LLC History Added to 8,672 797 0.11% 0.09% 667 +12 0.14% Q4 2025 Feb 05, 2026
Greystone Financial Group, LLC History Reduced 8,660 796 0.12% 0.1% 668 -47 -0.54% Q4 2025 Jan 27, 2026
Golden State Equity Partners History Added to 8,593 789 0.13% 0.1% 669 +698 8.84% Q4 2025 Jan 29, 2026
Advyzon Investment Management, LLC History New 8,483 779 0.09% 671 +8,483 New Q4 2025 Feb 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 8,475 779 0.05% 0.04% 670 +316 3.87% Q4 2025 Feb 10, 2026
Oakworth Capital, Inc. History No change 8,408 772 0.04% 0.04% 672 0 0.0% Q4 2025 Jan 30, 2026
Vontobel Holding Ltd. History Reduced 8,391 771 0.0% 0.0% 674 -1,534 -15.46% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History Added to 8,390 771 0.0% 0.0% 673 +434 5.46% Q4 2025 Feb 13, 2026
Columbia Asset Management History No change 8,379 770 0.14% 0.12% 675 0 0.0% Q4 2025 Jan 28, 2026
Castle Hook Partners LP History New 8,233 756 0.0% 676 +8,233 New Q4 2025 Feb 17, 2026
FSM Wealth Advisors, LLC History Added to 8,192 753 0.1% 0.08% 677 +666 8.85% Q4 2025 Jan 23, 2026
Frec Markets, Inc. History New 8,110 745 0.22% 679 +8,110 New Q4 2025 Feb 17, 2026
Crumly & Associates Inc. History Reduced 8,111 745 0.16% 0.14% 678 -412 -4.83% Q4 2025 Jan 14, 2026
Gallacher Capital Management LLC History Reduced 8,093 743 0.29% 0.25% 681 -11 -0.14% Q4 2025 Feb 03, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 8,087 743 0.03% 0.03% 680 0 0.0% Q4 2025 Jan 16, 2026
Advisors Capital Management, LLC History Added to 8,080 742 0.01% 0.01% 682 +543 7.2% Q4 2025 Jan 29, 2026
Kendall Capital Management History No change 8,033 738 0.15% 0.14% 683 0 0.0% Q4 2025 Jan 16, 2026
CULLINAN ASSOCIATES INC History No change 8,026 737 0.05% 0.04% 684 0 0.0% Q4 2025 Jan 30, 2026
Sivia Capital Partners, LLC History Added to 7,996 735 0.15% 0.15% 686 +1,137 16.58% Q4 2025 Feb 10, 2026
AR ASSET MANAGEMENT INC History No change 8,000 735 0.15% 0.13% 685 0 0.0% Q4 2025 Feb 09, 2026
Legacy Capital Wealth Partners, LLC History Reduced 7,992 734 0.16% 0.15% 687 -795 -9.05% Q4 2025 Jan 16, 2026
Five Oceans Advisors History No change 7,994 734 0.26% 0.23% 688 0 0.0% Q4 2025 Jan 16, 2026
Jefferies Financial Group Inc. History New 7,976 733 0.0% 689 +7,976 New Q4 2025 Feb 09, 2026
Confluence Wealth Services, Inc. History Reduced 7,982 733 0.03% 0.04% 690 -3,766 -32.06% Q4 2025 Jan 28, 2026
Heritage Family Offices, LLP History Reduced 7,972 732 0.33% 0.32% 691 -922 -10.37% Q4 2025 Jan 12, 2026
EverSource Wealth Advisors, LLC History Added to 7,954 731 0.03% 0.02% 692 +722 9.98% Q4 2025 Feb 06, 2026
Glenview Trust Co History Added to 7,923 728 0.01% 0.01% 693 +3,130 65.3% Q4 2025 Feb 09, 2026
Procyon Advisors, LLC History Added to 7,911 727 0.04% 0.02% 695 +3,573 82.37% Q4 2025 Jan 07, 2026
Arete Wealth Advisors, LLC History Reduced 7,905 727 0.04% 0.04% 694 -789 -9.08% Q4 2025 Feb 13, 2026
HAMEL ASSOCIATES, INC. History New 7,854 722 0.22% 697 +7,854 New Q4 2025 Feb 11, 2026
SKBA CAPITAL MANAGEMENT LLC History Reduced 7,861 722 0.1% 0.08% 696 -30 -0.38% Q4 2025 Feb 12, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 7,837 720 0.01% 0.01% 698 -267 -3.29% Q4 2025 Feb 05, 2026
Atlatl Advisers LLC History Added to 7,830 719 0.28% 0.18% 700 +1,944 33.03% Q4 2025 Feb 09, 2026
Haverford Trust Co History Added to 7,828 719 0.01% 0.0% 699 +857 12.29% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Added to 7,816 718 0.08% 0.07% 701 +442 5.99% Q4 2025 Jan 09, 2026
First City Capital Management, Inc. History No change 7,788 715 0.38% 0.32% 702 0 0.0% Q4 2025 Jan 14, 2026
Miller Global Investments, LLC History New 7,716 709 0.64% 703 +7,716 New Q4 2025 Jan 05, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 7,600 698 0.0% 0.0% 704 -1,100 -12.64% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 7,580 696 0.0% 0.0% 705 +1,104 17.05% Q4 2025 Feb 02, 2026
Rathbones Group PLC History Reduced 7,537 692 0.0% 0.0% 706 -4,200 -35.78% Q4 2025 Feb 06, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 7,521 691 0.07% 0.05% 707 +600 8.67% Q4 2025 Jan 20, 2026
FCA CORP /TX History No change 7,500 689 0.19% 0.16% 708 0 0.0% Q4 2025 Feb 11, 2026
ABN AMRO Bank N.V. History Reduced 7,514 688 0.01% 0.01% 709 -650 -7.96% Q4 2025 Feb 04, 2026
Evelyn Partners Investment Management LLP History Added to 7,473 686 0.02% 0.02% 710 +175 2.4% Q4 2025 Feb 13, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 7,411 681 0.06% 0.05% 711 0 0.0% Q4 2025 Jan 12, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 7,389 679 0.02% 0.02% 712 -752 -9.24% Q4 2025 Feb 13, 2026
S Harris Financial Group, LLC History New 7,355 676 0.65% 715 +7,355 New Q4 2025 Mar 03, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 7,362 676 0.2% 0.11% 714 +2,403 48.46% Q4 2025 Feb 11, 2026
Jacobi Capital Management LLC History Reduced 7,363 676 0.04% 0.04% 713 -218 -2.88% Q4 2025 Feb 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 7,317 672 0.04% 0.03% 716 +1,948 36.28% Q4 2025 Jan 26, 2026
BINGHAM PRIVATE WEALTH, LLC History New 7,281 669 0.58% 718 +7,281 New Q4 2025 Jan 23, 2026
Pekin Hardy Strauss, Inc. History Added to 7,284 669 0.06% 0.03% 717 +3,634 99.56% Q4 2025 Jan 30, 2026
NORDEN GROUP LLC History Reduced 7,258 667 0.07% 0.06% 719 -809 -10.03% Q4 2025 Jan 13, 2026
Wick Capital Partners, LLC History Added to 7,226 664 0.12% 0.13% 720 +21 0.29% Q4 2025 Mar 02, 2026
Cohen Investment Advisors LLC History Reduced 7,175 659 0.3% 0.27% 721 -104 -1.43% Q4 2025 Jan 15, 2026
FIRST MANHATTAN CO. LLC. History Added to 7,111 653 0.0% 0.0% 722 +11 0.15% Q4 2025 Feb 17, 2026
STOCK YARDS BANK & TRUST CO History No change 7,114 653 0.02% 0.02% 723 0 0.0% Q4 2025 Jan 21, 2026
Krilogy Financial LLC History Reduced 6,898 650 0.02% 0.03% 724 -2,105 -23.38% Q4 2025 Jan 27, 2026
Quadrature Capital Ltd History New 7,051 648 0.01% 725 +7,051 New Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History Reduced 7,020 645 0.07% 0.06% 726 -51 -0.72% Q4 2025 Mar 03, 2026
Fruth Investment Management History No change 6,998 643 0.17% 0.15% 727 0 0.0% Q4 2025 Jan 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 6,973 641 0.03% 0.03% 728 -541 -7.2% Q4 2025 Jan 21, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 6,941 638 0.02% 0.03% 729 -844 -10.84% Q4 2025 Feb 09, 2026
Chung Wu Investment Group, LLC History Reduced 6,950 638 0.52% 0.45% 730 -100 -1.42% Q4 2025 Feb 02, 2026
Pursuit Wealth Management LLC History New 6,917 635 0.55% 731 +6,917 New Q4 2025 Jan 26, 2026
Traveka Wealth, LLC History Added to 6,898 634 0.26% 0.23% 732 +58 0.85% Q4 2025 Jan 08, 2026
McLean Asset Management Corp History No change 6,494 625 0.11% 0.11% 733 0 0.0% Q4 2025 Jan 16, 2026
Banco de Sabadell, S.A History Added to 6,773 619 0.4% 0.28% 734 +1,239 22.39% Q4 2025 Feb 09, 2026
EVOKE WEALTH, LLC History Added to 6,697 615 0.01% 0.01% 736 +2,089 45.33% Q4 2025 Feb 06, 2026
New England Research & Management, Inc. History No change 6,697 615 0.27% 0.24% 735 0 0.0% Q4 2025 Jan 07, 2026
Koshinski Asset Management, Inc. History No change 6,644 610 0.04% 0.03% 737 0 0.0% Q4 2025 Feb 03, 2026
CENTAURUS FINANCIAL, INC. History Reduced 6,620 609 0.03% 0.03% 738 -799 -10.77% Q4 2025 Feb 13, 2026
Avantra Family Wealth, Inc. History Added to 6,626 609 0.44% 0.38% 739 +34 0.52% Q4 2025 Jan 21, 2026
Gryphon Financial Partners LLC History Added to 6,612 607 0.06% 0.05% 740 +1,140 20.83% Q4 2025 Jan 08, 2026
Key FInancial Inc History Reduced 6,555 602 0.11% 0.12% 741 -1,237 -15.88% Q4 2025 Feb 09, 2026
Spire Wealth Management History Added to 6,556 602 0.02% 0.02% 742 +596 10.0% Q4 2025 Jan 14, 2026
DV Trading LLC History New 6,536 600 0.02% 743 +6,536 New Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 6,474 595 0.04% 745 +6,474 New Q4 2025 Feb 17, 2026
Hamilton Wealth, LLC History Added to 6,478 595 0.11% 0.09% 744 +918 16.51% Q4 2025 Feb 19, 2026
AlTi Global, Inc. History Added to 6,467 594 0.01% 0.01% 746 +2,455 61.19% Q4 2025 Feb 13, 2026
Abel Hall, LLC History Added to 6,418 590 0.14% 0.18% 748 +736 12.95% Q4 2025 Feb 17, 2026
GRANDFIELD & DODD, LLC History Added to 6,424 590 0.03% 0.03% 747 +47 0.74% Q4 2025 Feb 10, 2026
Diversified Trust Co History Added to 6,386 587 0.01% 0.01% 749 +414 6.93% Q4 2025 Jan 09, 2026
Quantum Portfolio Management LLC History Added to 6,284 577 0.25% 0.14% 750 +28 0.45% Q4 2025 Feb 12, 2026
MONETARY MANAGEMENT GROUP INC History Added to 6,250 574 0.13% 0.1% 751 +750 13.64% Q4 2025 Feb 11, 2026
SVB WEALTH LLC History Reduced 6,241 573 0.03% 0.03% 752 -191 -2.97% Q4 2025 Feb 04, 2026
Simplicity Wealth,LLC History Reduced 6,228 572 0.03% 0.03% 753 -1,205 -16.21% Q4 2025 Jan 30, 2026
Nilsine Partners, LLC History Reduced 6,177 567 0.05% 0.06% 755 -2,496 -28.78% Q4 2025 Jan 15, 2026
MONECO ADVISORS, LLC History Reduced 6,174 567 0.05% 0.04% 754 -41 -0.66% Q4 2025 Feb 04, 2026
Cromwell Holdings LLC History No change 6,119 562 0.31% 0.25% 756 0 0.0% Q4 2025 Jan 20, 2026
SFE Investment Counsel History No change 6,085 559 0.09% 0.07% 757 0 0.0% Q4 2025 Feb 05, 2026
AA Financial Advisors, LLC History Reduced 6,055 556 0.1% 0.13% 759 -2,774 -31.42% Q4 2025 Jan 14, 2026
Foster Victor Wealth Advisors, LLC History Added to 5,894 556 0.03% 0.03% 758 +1,045 21.55% Q4 2025 Jan 26, 2026
EVERPAR ADVISORS LLC History Reduced 6,043 555 0.21% 0.21% 760 -1,000 -14.2% Q4 2025 Jan 07, 2026
R Squared Ltd History New 6,033 554 0.26% 761 +6,033 New Q4 2025 Jan 30, 2026
SBI Securities Co., Ltd. History Reduced 6,012 552 0.01% 0.01% 762 -384 -6.0% Q4 2025 Feb 03, 2026
Williams Jones Wealth Management, LLC. History Reduced 5,980 549 0.01% 0.01% 763 -52 -0.86% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Reduced 5,956 547 0.04% 0.04% 764 -209 -3.39% Q4 2025 Jan 13, 2026
Voya Financial Advisors, Inc. History Reduced 5,891 545 0.05% 0.05% 765 -798 -11.93% Q4 2025 Feb 13, 2026
Csenge Advisory Group History Reduced 5,938 545 0.02% 0.02% 766 -262 -4.23% Q4 2025 Feb 06, 2026
Clean Yield Group History No change 5,900 542 0.15% 0.13% 767 0 0.0% Q4 2025 Jan 26, 2026
Pointe Capital Management LLC History Reduced 5,842 537 0.27% 0.25% 768 -942 -13.89% Q4 2025 Feb 17, 2026
Pines Wealth Management, LLC History Added to 5,834 536 0.17% 0.15% 769 +196 3.48% Q4 2025 Feb 02, 2026
PFG Investments, LLC History Added to 5,828 535 0.03% 0.02% 770 +522 9.84% Q4 2025 Jan 26, 2026
Breakwater Capital Group History No change 5,811 534 0.07% 0.07% 771 0 0.0% Q4 2025 Jan 09, 2026
Larry Mathis Financial Planning, LLC History New 5,770 530 0.47% 772 +5,770 New Q4 2025 Mar 11, 2026
XTX Topco Ltd History Reduced 5,726 526 0.01% 0.07% 774 -11,554 -66.86% Q4 2025 Feb 17, 2026
MOR Wealth Management, LLC History New 5,727 526 0.24% 775 +5,727 New Q4 2025 Jan 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 5,734 526 0.01% 0.01% 773 +691 13.7% Q4 2025 Feb 12, 2026
Brown Financial Advisors History New 5,714 525 0.19% 777 +5,714 New Q4 2025 Feb 17, 2026
SENTINEL TRUST CO LBA History No change 5,710 525 0.05% 0.04% 776 0 0.0% Q4 2025 Jan 29, 2026
True North Advisors, LLC History Reduced 5,679 522 0.07% 0.07% 778 -45 -0.79% Q4 2025 Jan 22, 2026
ANCHYRA PARTNERS LLC History New 5,665 520 0.16% 779 +5,665 New Q4 2025 Jan 29, 2026
Alhambra Investment Management LLC History Added to 5,621 516 0.24% 0.2% 780 +46 0.83% Q4 2025 Jan 15, 2026
Perpetual Ltd History Reduced 5,606 515 0.01% 0.01% 781 -8,513 -60.29% Q4 2025 Jan 20, 2026
Spinnaker Investment Group, LLC History Added to 5,601 514 0.09% 0.08% 782 +21 0.38% Q4 2025 Jan 12, 2026
Beverly Hills Private Wealth, LLC History Reduced 5,562 511 0.09% 0.08% 783 -380 -6.4% Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Reduced 5,336 506 0.02% 0.02% 784 -55 -1.02% Q4 2025 Jan 09, 2026
WINTON GROUP Ltd History New 5,500 505 0.02% 785 +5,500 New Q4 2025 Feb 11, 2026
Westerkirk Capital Inc. History Reduced 5,465 502 0.05% 0.1% 786 -6,345 -53.73% Q4 2025 Feb 11, 2026
RIVERSEDGE ADVISORS, LLC History Added to 5,446 500 0.08% 0.06% 787 +566 11.6% Q4 2025 Jan 07, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 5,425 498 0.05% 0.03% 788 +65 1.21% Q4 2025 Jan 12, 2026
Gratus Wealth Advisors, LLC History New 5,407 497 0.07% 790 +5,407 New Q4 2025 Feb 04, 2026
Archford Capital Strategies, LLC History No change 5,410 497 0.06% 0.05% 789 0 0.0% Q4 2025 Jan 15, 2026
Canopy Partners, LLC History No change 5,401 496 0.16% 0.14% 791 0 0.0% Q4 2025 Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 5,336 490 0.01% 0.01% 792 +98 1.87% Q4 2025 Feb 03, 2026
LaSalle St. Investment Advisors, LLC History Added to 5,319 488 0.08% 0.07% 794 +161 3.12% Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 5,314 488 0.02% 0.02% 793 0 0.0% Q4 2025 Feb 09, 2026
BKM Wealth Management, LLC History Reduced 5,305 487 0.18% 0.17% 796 -755 -12.46% Q4 2025 Jan 29, 2026
Colonial River Investments, LLC History Added to 5,301 487 0.17% 0.15% 795 +17 0.32% Q4 2025 Feb 04, 2026
111 Capital History Added to 5,259 483 0.11% 0.07% 797 +523 11.04% Q4 2025 Feb 11, 2026
Jump Financial, LLC History Reduced 5,234 481 0.01% 0.02% 798 -17,147 -76.61% Q4 2025 Feb 17, 2026
Plan Group Financial, LLC History New 5,243 481 0.12% 799 +5,243 New Q4 2025 Feb 03, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 5,205 478 0.33% 0.28% 800 0 0.0% Q4 2025 Feb 13, 2026