BHP Group Ltd - BHP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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
Fisher Asset Management, LLC History Added to 23,402,474 1,412,807 0.48% 0.47% 1 +252,825 1.09% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 13,800,183 833,117 0.05% 0.04% 2 +2,562,747 22.81% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 7,285,081 439,800 0.05% 0.07% 3 -3,221,823 -30.66% Q4 2025 Mar 25, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 3,637,463 219,593 0.04% 0.05% 4 -1,013,795 -21.8% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 3,625,889 218,903 0.05% 0.05% 5 -253,431 -6.53% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,076,353 185,719 0.01% 0.01% 6 -389,068 -11.23% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 2,951,802 178,200 0.08% 0.09% 7 -606,134 -17.04% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 2,627,868 158,644 0.0% 0.0% 8 -134,276 -4.86% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Reduced 2,368,647 142,995 0.11% 0.1% 9 -79,532 -3.25% Q4 2025 Feb 13, 2026
PEAK6 LLC History Reduced 2,321,300 140,136 0.26% 0.21% 10 -216,900 -8.55% Q4 2025 Mar 12, 2026
NORTHERN TRUST CORP History Reduced 2,273,182 137,231 0.02% 0.02% 11 -170,378 -6.97% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 2,116,223 127,756 0.02% 0.01% 12 +1,477,615 231.38% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,114,604 127,658 0.01% 0.01% 13 +438,407 26.15% Q4 2025 Feb 17, 2026
FMR LLC History Added to 2,066,768 124,770 0.01% 0.01% 14 +127,270 6.56% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 1,358,585 82,017 0.03% 0.01% 15 +985,794 264.44% Q4 2025 Feb 12, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 1,348,932 81,435 0.06% 0.06% 16 0 0.0% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 1,307,536 78,935 0.01% 0.01% 17 +13,752 1.06% Q4 2025 Jan 29, 2026
Centiva Capital, LP History Added to 1,145,236 69,137 0.56% 0.01% 18 +1,123,266 5112.73% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 1,050,956 63,447 0.01% — 19 +1,050,956 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,028,917 62,115 0.03% 0.03% 20 +108,613 11.8% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 985,677 59,505 0.01% 0.01% 21 +21,895 2.27% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 788,140 47,580 0.08% 0.07% 22 +30,452 4.02% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Added to 692,562 41,801 0.01% 0.01% 23 +299,918 76.38% Q4 2025 Feb 17, 2026
Townsend & Associates, Inc History Added to 626,081 41,340 3.69% 3.26% 24 +8,308 1.34% Q4 2025 Jan 26, 2026
Point72 Asset Management, L.P. History New 621,383 37,512 0.04% — 25 +621,383 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 578,034 34,895 0.0% 0.0% 26 +292,980 102.78% Q4 2025 Feb 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 575,410 34,737 0.02% 0.02% 27 +86,909 17.79% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 536,899 32,412 0.06% 10.3% 28 +497,099 1248.99% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 526,918 31,810 0.02% 0.02% 29 -7,981 -1.49% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 525,154 31,703 0.01% 0.01% 30 +16,699 3.28% Q4 2025 Feb 18, 2026
GABELLI FUNDS LLC History New 524,400 31,658 0.21% — 31 +524,400 New Q4 2025 Feb 05, 2026
DEUTSCHE BANK AG\ History Added to 482,650 29,137 0.01% 0.0% 32 +481,900 64253.33% Q4 2025 Feb 11, 2026
Willis Investment Counsel History Reduced 474,843 28,666 1.48% 1.54% 33 -29,364 -5.82% Q4 2025 Jan 22, 2026
Squarepoint Ops LLC History Reduced 472,000 28,494 0.03% 0.03% 34 -27,000 -5.41% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 469,779 28,360 0.01% 0.01% 35 -58,822 -11.13% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 450,878 27,219 0.0% 0.0% 36 +169,724 60.37% Q4 2025 Feb 13, 2026
SCOPUS ASSET MANAGEMENT, L.P. History New 450,000 27,166 0.44% — 37 +450,000 New Q4 2025 Feb 17, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History Added to 425,000 25,657 0.96% 0.86% 38 +75,000 21.43% Q4 2025 Feb 05, 2026
NORGES BANK History New 421,334 25,435 0.0% — 39 +421,334 New Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Added to 417,845 25,225 0.05% 0.03% 40 +111,967 36.61% Q4 2025 Mar 16, 2026
Quantinno Capital Management LP History Added to 406,226 24,523 0.05% 0.05% 41 +90,360 28.61% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 383,023 23,123 0.03% 0.02% 42 +150,023 64.39% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 381,106 23,007 0.0% 0.0% 43 +47,938 14.39% Q4 2025 Feb 13, 2026
Creative Planning History Added to 354,310 21,389 0.02% 0.01% 44 +65,539 22.7% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 338,213 20,417 0.01% 0.0% 45 +299,557 774.93% Q4 2025 Feb 11, 2026
Y-Intercept (Hong Kong) Ltd History Added to 325,416 19,645 0.44% 0.13% 46 +231,845 247.77% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 323,596 19,537 0.03% 0.03% 47 -388 -0.12% Q4 2025 Mar 09, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 306,229 18,487 0.05% 0.03% 48 +122,010 66.23% Q4 2025 Feb 05, 2026
SIH Partners, LLLP History Reduced 306,158 18,482 0.35% 2.94% 49 -1,550,546 -83.51% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Added to 297,488 17,959 0.01% 0.0% 50 +210,460 241.83% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 275,792 16,649 0.0% 0.01% 51 -210,999 -43.34% Q4 2025 Feb 10, 2026
Walleye Capital LLC History New 269,441 16,266 0.05% — 52 +269,441 New Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 16,960 15,110 0.01% 0.03% 53 -512,224 -96.8% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 247,963 14,969 0.0% 0.0% 54 +42,982 20.97% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Added to 233,056 14,070 0.03% 0.0% 55 +205,429 743.58% Q4 2025 Feb 11, 2026
Campbell & CO Investment Adviser LLC History New 232,558 14,039 0.67% — 56 +232,558 New Q4 2025 Feb 12, 2026
VICUS CAPITAL History Reduced 219,540 13,253 0.99% 0.97% 57 -9,215 -4.03% Q4 2025 Jan 22, 2026
NATIXIS ADVISORS, LLC History Reduced 216,187 13,051 0.02% 0.02% 58 -19,113 -8.12% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 207,917 12,551 0.01% 0.01% 59 +17,860 9.4% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 207,441 12,523 0.07% 0.06% 60 +23,252 12.62% Q4 2025 Feb 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 207,331 12,516 0.16% — 61 +207,331 New Q4 2025 Feb 10, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 198,144 11,961 0.03% 0.08% 62 -265,989 -57.31% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History New 187,375 11,311 0.09% — 63 +187,375 New Q4 2025 Feb 17, 2026
Violich Capital Management, Inc. History Reduced 186,326 11,248 1.26% 1.28% 64 -6,435 -3.34% Q4 2025 Feb 03, 2026
CIBC WORLD MARKET INC. History Added to 184,200 11,120 0.02% 0.01% 65 +127,399 224.29% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 181,750 10,972 0.01% 0.01% 66 +41,110 29.23% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 181,052 10,930 0.01% 0.01% 67 +1,420 0.79% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 176,695 10,667 0.01% 0.02% 68 -55,866 -24.02% Q4 2025 Jan 30, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 171,734 10,369 0.0% 0.0% 69 0 0.0% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 164,262 9,916 0.02% 0.01% 70 +34,377 26.47% Q4 2025 Feb 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 163,930 9,896 0.21% 0.19% 71 -6,340 -3.72% Q4 2025 Feb 02, 2026
STIFEL FINANCIAL CORP History Reduced 163,343 9,861 0.01% 0.01% 72 -1,146 -0.7% Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History Added to 162,516 9,811 0.02% 0.0% 73 +147,597 989.32% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Reduced 158,772 9,585 0.14% 0.15% 74 -22,190 -12.26% Q4 2025 Feb 03, 2026
Twin Tree Management, LP History Added to 152,000 9,176 0.08% 0.01% 75 +125,900 482.38% Q4 2025 Feb 11, 2026
Aquatic Capital Management LLC History Added to 151,226 9,129 0.26% 0.02% 76 +133,371 746.97% Q4 2025 Feb 17, 2026
Hikari Power Ltd History No change 147,400 8,899 0.7% 0.66% 77 0 0.0% Q4 2025 Feb 04, 2026
Mariner, LLC History Reduced 143,219 8,651 0.01% 0.01% 78 -33,506 -18.96% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 143,065 8,637 0.01% 0.0% 79 +116,681 442.24% Q4 2025 Jan 09, 2026
Bank of New York Mellon Corp History Added to 140,061 8,455 0.0% 0.0% 80 +4,025 2.96% Q4 2025 Feb 10, 2026
Moran Wealth Management, LLC History Added to 138,457 8,358 0.26% 0.22% 81 +9,724 7.55% Q4 2025 Jan 26, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 134,333 8,109 0.09% 0.08% 82 +9,061 7.23% Q4 2025 Feb 02, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 132,224 7,982 0.02% 0.01% 83 +83,024 168.75% Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 130,841 7,898 0.02% 0.02% 84 +18,412 16.38% Q4 2025 Feb 17, 2026
Addenda Capital Inc. History Reduced 129,200 7,799 0.23% 0.24% 85 -14,103 -9.84% Q4 2025 Jan 22, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 126,696 7,718 0.1% 0.09% 86 -3,313 -2.55% Q4 2025 Feb 03, 2026
Fusion Capital, LLC History Added to 127,726 7,710 2.17% 2.09% 87 +1,800 1.43% Q4 2025 Feb 04, 2026
Guardian Partners Inc. History Reduced 105,953 7,624 0.61% 0.51% 88 -2,269 -2.1% Q4 2025 Feb 17, 2026
BEARING POINT CAPITAL, LLC History Added to 125,425 7,571 1.18% 1.1% 89 +10,999 9.61% Q4 2025 Feb 10, 2026
Greenline Partners, LLC History Added to 123,288 7,442 0.85% 0.68% 90 +23,095 23.05% Q4 2025 Feb 17, 2026
Oxbow Advisors, LLC History New 119,974 7,242 0.64% — 91 +119,974 New Q4 2025 Feb 04, 2026
Hikari Tsushin, Inc. History No change 119,021 7,185 0.47% 0.45% 92 0 0.0% Q4 2025 Feb 12, 2026
STRATEGY ASSET MANAGERS LLC History Added to 118,357 7,145 1.17% 1.01% 93 +18,021 17.96% Q4 2025 Feb 11, 2026
Holowesko Partners Ltd. History Added to 116,800 7,051 2.45% 1.9% 94 +24,900 27.09% Q4 2025 Feb 11, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 113,144 6,830 0.31% — 95 +113,144 New Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 112,793 6,809 0.07% 0.07% 96 -1,186 -1.04% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 111,579 6,734 0.01% 0.01% 97 +306 0.27% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 148,480 6,733 0.01% 0.0% 98 +128,190 631.79% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 111,504 6,731 0.01% 0.01% 99 -7,143 -6.02% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Added to 110,865 6,695 0.01% 0.01% 100 +29,641 36.49% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 107,339 6,480 0.01% 0.01% 101 +2,403 2.29% Q4 2025 Feb 18, 2026
EARNEST PARTNERS LLC History Added to 97,456 5,883 0.03% 0.02% 102 +8,773 9.89% Q4 2025 Feb 12, 2026
NewEdge Wealth, LLC History Added to 97,082 5,860 0.07% 0.07% 103 +7,853 8.8% Q4 2025 Feb 03, 2026
HOURGLASS CAPITAL, LLC History Added to 94,706 5,717 1.23% 1.07% 104 +9,160 10.71% Q4 2025 Jan 14, 2026
Shelter Mutual Insurance Co History No change 94,680 5,715 1.27% 1.18% 105 0 0.0% Q4 2025 Feb 13, 2026
Amundi History Reduced 91,930 5,549 0.0% 0.0% 106 -2,274 -2.41% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 91,178 5,504 0.0% 0.0% 107 -3,806 -4.01% Q4 2025 Jan 23, 2026
Amova Asset Management Americas, Inc. History Reduced 91,178 5,503 0.06% 0.05% 108 -3,806 -4.01% Q4 2025 Feb 11, 2026
Brooklyn Investment Group History Added to 89,504 5,405 0.25% 0.09% 109 +75,547 541.28% Q4 2025 Feb 12, 2026
FACTORY MUTUAL INSURANCE CO History No change 89,252 5,388 0.05% 0.05% 110 0 0.0% Q4 2025 Jan 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 82,375 5,337 0.01% 0.01% 111 +4,715 6.07% Q4 2025 Jan 08, 2026
NewEdge Advisors, LLC History Added to 105,024 5,328 0.02% 0.02% 112 +34,053 47.98% Q4 2025 Feb 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 87,743 5,297 0.01% 0.01% 113 +2,697 3.17% Q4 2025 Feb 12, 2026
Callan Family Office, LLC History Added to 86,329 5,211 0.11% 0.14% 114 +7,968 10.17% Q4 2025 Feb 12, 2026
Palogic Value Management, L.P. History Added to 86,039 5,194 2.17% 1.92% 115 +566 0.66% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 83,446 5,038 0.0% 0.0% 116 +23,452 39.09% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 83,413 5,035 0.0% — 117 +83,413 New Q4 2025 Feb 13, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Reduced 81,095 4,895 0.59% 0.57% 118 -132 -0.16% Q4 2025 Jan 15, 2026
PKO Investment Management Joint-Stock Co History No change 76,208 4,600 0.37% 0.36% 119 0 0.0% Q4 2025 Feb 02, 2026
Forum Financial Management, LP History No change 75,967 4,586 0.06% 0.06% 120 0 0.0% Q4 2025 Jan 27, 2026
Vident Advisory, LLC History Reduced 74,446 4,494 0.04% 0.04% 121 -453 -0.6% Q4 2025 Feb 18, 2026
NICHOLS & PRATT ADVISERS LLP /MA History Reduced 72,539 4,379 0.27% 0.26% 122 -965 -1.31% Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Reduced 72,241 4,361 0.02% 0.02% 123 -1,798 -2.43% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 72,102 4,352 0.0% 0.0% 124 -5,113 -6.62% Q4 2025 Feb 06, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 71,400 4,310 0.0% 0.02% 125 -742,773 -91.23% Q4 2025 Feb 17, 2026
HARDING LOEVNER LP History Reduced 70,086 4,231 0.04% 3.2% 126 -7,747,561 -99.1% Q4 2025 Feb 17, 2026
ABBINGTON INVESTMENT GROUP History Added to 69,288 4,182 2.86% 2.27% 127 +21,700 45.6% Q4 2025 Jan 26, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 68,872 4,158 0.06% 0.03% 128 +29,735 75.98% Q4 2025 Feb 09, 2026
Strong Tower Advisory Services History Added to 68,113 4,111 0.74% 0.69% 129 +2,435 3.71% Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 66,308 4,003 0.12% 0.12% 130 -842 -1.25% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History Reduced 65,595 3,960 0.01% 0.01% 131 -13,505 -17.07% Q4 2025 Feb 06, 2026
Cohen Investment Advisors LLC History Added to 64,849 3,914 1.8% 1.73% 132 +1,072 1.68% Q4 2025 Jan 15, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 64,380 3,886 0.3% 0.29% 133 -888 -1.36% Q4 2025 Jan 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 63,637 3,842 0.01% 0.01% 134 -4,675 -6.84% Q4 2025 Feb 05, 2026
Kestra Advisory Services, LLC History Reduced 63,028 3,805 0.02% 0.02% 135 -1,663 -2.57% Q4 2025 Feb 13, 2026
Canal Insurance CO History No change 60,000 3,622 0.88% 0.71% 136 0 0.0% Q4 2025 Feb 03, 2026
Integras Partners LLC History Reduced 57,132 3,449 2.79% 2.71% 137 -3,065 -5.09% Q4 2025 Jan 29, 2026
Quadrature Capital Ltd History New 56,192 3,392 0.03% — 138 +56,192 New Q4 2025 Feb 17, 2026
AUGUSTINE ASSET MANAGEMENT INC History New 53,029 3,201 0.64% — 139 +53,029 New Q4 2025 Jan 16, 2026
XTX Topco Ltd History Added to 52,976 3,198 0.08% 0.08% 140 +25,768 94.71% Q4 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 52,409 3,163 0.01% 0.01% 141 +2,302 4.59% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History New 52,368 3,161 0.01% — 142 +52,368 New Q4 2025 Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC History New 51,244 3,093 0.06% — 143 +51,244 New Q4 2025 Feb 17, 2026
INGALLS & SNYDER LLC History Reduced 51,219 3,092 0.11% 0.11% 144 -6,433 -11.16% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 50,200 3,030 0.01% 0.01% 145 +6,107 13.85% Q4 2025 Feb 13, 2026
K.J. Harrison & Partners Inc History No change 50,005 3,018 0.4% 0.4% 146 0 0.0% Q4 2025 Feb 03, 2026
Sequoia Financial Advisors, LLC History Added to 49,391 2,981 0.02% 0.02% 147 +102 0.21% Q4 2025 Feb 03, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 48,910 2,952 0.04% 0.04% 148 -4,101 -7.74% Q4 2025 Feb 10, 2026
Euro Pacific Asset Management, LLC History Added to 58,343 2,881 0.32% 0.34% 149 +14 0.02% Q4 2025 Jan 21, 2026
&PARTNERS History Added to 47,666 2,878 0.02% 0.01% 150 +9,528 24.98% Q4 2025 Feb 17, 2026
Naviter Wealth, LLC History Reduced 47,151 2,846 0.37% 0.33% 151 -3,564 -7.03% Q4 2025 Jan 21, 2026
SANDLER CAPITAL MANAGEMENT History Reduced 46,732 2,821 0.92% 0.93% 152 -10,336 -18.11% Q4 2025 Feb 17, 2026
Ovata Capital Management Ltd History Added to 46,187 2,806 0.34% 0.26% 153 +23,500 103.58% Q4 2025 Mar 03, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Reduced 44,874 2,709 0.76% 0.75% 154 -1,223 -2.65% Q4 2025 Jan 22, 2026
Pathstone Holdings, LLC History New 44,735 2,700 0.01% — 155 +44,735 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 44,347 2,677 0.0% 0.0% 156 +27,431 162.16% Q4 2025 Feb 17, 2026
Optimist Retirement Group LLC History Reduced 44,246 2,671 1.22% 1.15% 157 -1,428 -3.13% Q4 2025 Feb 09, 2026
Russell Investments Group, Ltd. History Added to 43,892 2,649 0.0% 0.0% 158 +10,936 33.18% Q4 2025 Feb 17, 2026
Simmons Bank History Added to 43,817 2,645 0.18% 0.15% 159 +2,159 5.18% Q4 2025 Feb 05, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 43,558 2,629 1.04% — 160 +43,558 New Q4 2025 Jan 15, 2026
Farther Finance Advisors, LLC History Added to 43,138 2,604 0.03% 0.02% 161 +18,690 76.45% Q4 2025 Jan 23, 2026
SYON CAPITAL LLC History Added to 43,124 2,603 0.13% 0.13% 162 +1,322 3.16% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 41,068 2,479 0.04% 0.03% 163 +2,671 6.96% Q4 2025 Jan 20, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 40,763 2,460 0.04% 0.04% 164 +2,290 5.95% Q4 2025 Jan 23, 2026
FLOW TRADERS U.S. LLC History New 40,324 2,434 0.08% — 165 +40,324 New Q4 2025 Feb 13, 2026
ICON ADVISERS INC/CO History Reduced 40,000 2,414 0.52% 0.68% 166 -16,000 -28.57% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 39,306 2,372 0.05% 0.05% 167 +4,117 11.7% Q4 2025 Jan 28, 2026
Graham Capital Management, L.P. History Reduced 39,245 2,369 0.06% 0.04% 168 -755 -1.89% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 38,983 2,353 0.0% 0.0% 169 +3,650 10.33% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 37,647 2,272 0.0% 0.0% 170 +4,607 13.94% Q4 2025 Feb 10, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 37,460 2,261 0.08% 0.11% 171 -15,500 -29.27% Q4 2025 Feb 05, 2026
Vise Technologies, Inc. History Added to 37,241 2,248 0.04% 0.05% 172 +12,275 49.17% Q4 2025 Feb 11, 2026
Frank, Rimerman Advisors LLC History Added to 37,148 2,242 0.14% 0.13% 173 +268 0.73% Q4 2025 Jan 15, 2026
ASSOCIATED BANC-CORP History Reduced 36,629 2,211 0.06% 0.05% 174 -546 -1.47% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 36,584 2,208 0.05% 0.04% 175 +2,669 7.87% Q4 2025 Jan 27, 2026
Callahan Advisors, LLC History Reduced 36,168 2,183 0.18% 0.2% 176 -5,692 -13.6% Q4 2025 Feb 06, 2026
SIG BROKERAGE, LP History No change 35,700 2,155 0.07% 0.06% 177 0 0.0% Q4 2025 Feb 17, 2026
St. Louis Trust Co History New 33,687 2,033 0.23% — 178 +33,687 New Q4 2025 Feb 09, 2026
MidFirst Bank History New 33,096 1,986 0.16% — 179 +33,096 New Q4 2025 Feb 25, 2026
Advisors Asset Management, Inc. History Reduced 32,702 1,974 0.03% 0.03% 180 -2,906 -8.16% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Reduced 32,581 1,966 0.0% 0.0% 181 -390 -1.18% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 30,326 1,952 0.02% 0.02% 182 -8,225 -21.34% Q4 2025 Jan 21, 2026
FIRST TRUST ADVISORS LP History Reduced 32,156 1,941 0.0% 0.0% 183 -47,900 -59.83% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 31,493 1,901 0.06% 0.05% 184 +4,987 18.81% Q4 2025 Feb 19, 2026
D.A. DAVIDSON & CO. History Reduced 30,828 1,861 0.01% 0.01% 185 -2,965 -8.77% Q4 2025 Jan 29, 2026
SouthState Bank Corp History Added to 30,361 1,832 0.08% 0.08% 186 +778 2.63% Q4 2025 Feb 11, 2026
Moors & Cabot, Inc. History Reduced 30,179 1,821 0.08% 0.08% 187 -1,362 -4.32% Q4 2025 Feb 10, 2026
CIBC Asset Management Inc History Added to 30,115 1,818 0.0% 0.0% 188 +22,714 306.9% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History Added to 29,718 1,793 0.01% 0.01% 189 +3,697 14.21% Q4 2025 Jan 27, 2026
Strategic Global Advisors, LLC History Added to 29,295 1,768 0.27% 0.23% 190 +2,296 8.5% Q4 2025 Feb 13, 2026
MARCO INVESTMENT MANAGEMENT LLC History Reduced 28,934 1,746 0.13% 0.13% 191 -1,700 -5.55% Q4 2025 Feb 04, 2026
OLD MISSION CAPITAL LLC History New 28,165 1,700 0.04% — 192 +28,165 New Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 27,926 1,685 0.0% 0.0% 193 -17,319 -38.28% Q4 2025 Feb 12, 2026
Royal Fund Management, LLC History Added to 27,497 1,659 0.15% 0.14% 194 +5,725 26.3% Q4 2025 Jan 15, 2026
Limestone Investment Advisors LP History New 27,400 1,654 0.16% — 195 +27,400 New Q4 2025 Feb 17, 2026
Castellan Group History Added to 27,083 1,635 0.21% 0.22% 196 +139 0.52% Q4 2025 Jan 23, 2026
MML INVESTORS SERVICES, LLC History Reduced 26,933 1,625 0.0% 0.0% 197 -951 -3.41% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 26,858 1,621 0.0% 0.0% 198 +7,223 36.79% Q4 2025 Feb 13, 2026
MQS Management LLC History Added to 26,312 1,588 0.94% 0.37% 199 +15,051 133.66% Q4 2025 Feb 09, 2026
Recurrent Investment Advisors LLC History Reduced 26,071 1,573 0.12% 0.12% 200 -1,314 -4.8% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Added to 25,987 1,568 0.18% 0.17% 201 +1,275 5.16% Q4 2025 Jan 09, 2026
Legacy Wealth Asset Management, LLC History Reduced 25,939 1,565 0.38% 0.41% 202 -4,420 -14.56% Q4 2025 Jan 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 25,185 1,520 0.02% 0.02% 203 +35 0.14% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Reduced 24,909 1,503 0.01% 0.01% 204 -3,682 -12.88% Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 24,628 1,486 0.04% 0.04% 205 -333 -1.33% Q4 2025 Feb 03, 2026
DGS Capital Management, LLC History Added to 23,361 1,410 0.24% 0.22% 206 +1,280 5.8% Q4 2025 Feb 24, 2026
PARK AVENUE SECURITIES LLC History Reduced 23,285 1,406 0.01% 0.01% 207 -365 -1.54% Q4 2025 Jan 05, 2026
Jain Global LLC History New 23,009 1,389 0.01% — 208 +23,009 New Q4 2025 Feb 17, 2026
PRIMORIS WEALTH ADVISORS, LLC History New 23,000 1,388 0.83% — 209 +23,000 New Q4 2025 Feb 03, 2026
Jackson Hole Capital Partners, LLC History No change 22,046 1,330 0.23% 0.21% 210 0 0.0% Q4 2025 Jan 30, 2026
Arkadios Wealth Advisors History Reduced 21,815 1,317 0.03% 0.03% 211 -4 -0.02% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Added to 21,179 1,278 0.0% 0.0% 212 +6,437 43.66% Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 20,565 1,252 0.02% 0.03% 213 -15,177 -42.46% Q4 2025 Jan 23, 2026
GREENLEAF TRUST History Added to 20,447 1,234 0.01% 0.01% 214 +36 0.18% Q4 2025 Jan 21, 2026
Aaron Wealth Advisors LLC History Added to 20,424 1,233 0.07% 0.05% 215 +5,552 37.33% Q4 2025 Jan 21, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 20,163 1,217 0.06% 0.06% 216 -2,450 -10.83% Q4 2025 Feb 02, 2026
VPR Management LLC History No change 20,000 1,207 0.54% 0.51% 217 0 0.0% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 19,137 1,202 0.0% 0.0% 218 +5,613 41.5% Q4 2025 Jan 15, 2026
Stratos Wealth Partners, LTD. History Added to 19,787 1,194 0.01% 0.01% 219 +508 2.63% Q4 2025 Jan 20, 2026
M&T BANK CORP History Added to 19,550 1,180 0.0% 0.0% 220 +4,596 30.73% Q4 2025 Jan 30, 2026
NOVEM GROUP History New 18,517 1,117 0.13% — 221 +18,517 New Q4 2025 Jan 27, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 18,428 1,112 0.11% 0.09% 222 -474 -2.51% Q4 2025 Jan 12, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 18,401 1,110 0.0% 0.0% 223 -20,361 -52.53% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 17,950 1,083 0.01% 0.0% 224 +8,306 86.13% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 17,751 1,071 0.01% 0.01% 225 -1,132 -5.99% Q4 2025 Jan 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 17,557 1,069 0.0% — 226 +17,557 New Q4 2025 Feb 13, 2026
Gryphon Financial Partners LLC History Added to 17,595 1,062 0.11% 0.06% 227 +7,374 72.15% Q4 2025 Jan 08, 2026
RAELIPSKIE PARTNERSHIP History Reduced 17,527 1,058 0.44% 0.45% 228 -1,200 -6.41% Q4 2025 Feb 04, 2026
BROWN ADVISORY INC History Added to 17,495 1,056 0.0% 0.0% 229 +3,664 26.49% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Added to 17,455 1,053 0.03% 0.02% 230 +3,000 20.75% Q4 2025 Feb 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 17,415 1,051 0.0% 0.01% 231 -12,211 -41.22% Q4 2025 Jan 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 17,327 1,046 0.01% 0.0% 232 +10,881 168.8% Q4 2025 Jan 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 33,200 1,007 0.0% — 233 +33,200 New Q4 2025 Feb 17, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 16,386 989 0.31% 0.29% 234 +20 0.12% Q4 2025 Jan 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 16,246 980 0.01% 0.01% 235 +2,635 19.36% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Reduced 16,201 978 0.03% 0.03% 236 -2,507 -13.4% Q4 2025 Feb 06, 2026
Cadence Wealth Management LLC History Added to 16,164 975 0.47% 0.46% 237 +327 2.06% Q4 2025 Feb 06, 2026
MONTGOMERY INVESTMENT MANAGEMENT INC History Reduced 16,150 974 0.35% 0.35% 238 -1,600 -9.01% Q4 2025 Jan 16, 2026
Prospera Financial Services Inc History Added to 16,108 972 0.02% 0.01% 239 +379 2.41% Q4 2025 Feb 09, 2026
Checchi Capital Advisers, LLC History Reduced 16,107 972 0.05% 0.05% 240 -283 -1.73% Q4 2025 Jan 27, 2026
SIT INVESTMENT ASSOCIATES INC History Reduced 16,050 969 1.19% 0.02% 241 -4,750 -22.84% Q4 2025 Feb 25, 2026
Harbour Capital Advisors, LLC History Added to 15,565 961 0.2% 0.18% 242 +10 0.06% Q4 2025 Jan 07, 2026
FIDUCIARY TRUST CO History Added to 15,568 939 0.01% 0.01% 243 +62 0.4% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Reduced 15,418 930 0.02% 0.03% 245 -1,917 -11.06% Q4 2025 Feb 05, 2026
GUGGENHEIM CAPITAL LLC History Added to 15,407 930 0.01% 0.01% 244 +793 5.43% Q4 2025 Feb 17, 2026
Buckland Partners Management Co LLC History New 6,000 924 0.51% — 246 +6,000 New Q4 2025 Feb 17, 2026
Persium Advisors, LLC History Added to 15,293 923 0.67% 0.61% 247 +576 3.91% Q4 2025 Jan 21, 2026
Abel Hall, LLC History Added to 15,221 918 0.21% 0.17% 248 +7,755 103.87% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 15,181 916 0.0% 0.0% 249 -15,100 -49.87% Q4 2025 Feb 02, 2026
Smartleaf Asset Management LLC History Added to 15,011 914 0.03% 0.05% 250 +1,190 8.61% Q4 2025 Feb 13, 2026
MAI Capital Management History Reduced 15,103 911 0.01% 0.01% 251 -152 -1.0% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 15,031 907 0.01% 0.0% 252 +1,864 14.16% Q4 2025 Feb 10, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 15,005 905 0.02% 0.03% 253 -2,161 -12.59% Q4 2025 Jan 23, 2026
Northwest Bancshares, Inc. History Reduced 14,917 900 0.17% 0.15% 254 -875 -5.54% Q4 2025 Feb 13, 2026
FAIRFIELD, BUSH & CO. History No change 14,887 898 0.47% 0.43% 255 0 0.0% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 14,789 892 0.02% 0.01% 256 +1,161 8.52% Q4 2025 Jan 07, 2026
Gleason Group, Inc. History No change 14,747 890 0.09% 0.08% 257 0 0.0% Q4 2025 Jan 15, 2026
Rossmore Private Capital History Reduced 14,695 887 0.08% 0.1% 258 -1,765 -10.72% Q4 2025 Feb 05, 2026
Qtron Investments LLC History Added to 14,657 884 0.11% 0.05% 259 +8,049 121.81% Q4 2025 Feb 12, 2026
CHESAPEAKE CAPITAL CORP /IL/ History Added to 14,640 883 0.74% 0.57% 260 +3,156 27.48% Q4 2025 Feb 03, 2026
Baader Bank Aktiengesellschaft History Added to 14,668 881 0.06% 0.04% 261 +2,868 24.31% Q4 2025 Feb 05, 2026
SPROTT INC. History Reduced 14,521 876 0.03% 0.03% 262 -313 -2.11% Q4 2025 Feb 12, 2026
Dynasty Wealth Management, LLC History Added to 14,414 870 0.01% 0.01% 263 +1,057 7.91% Q4 2025 Feb 10, 2026
May Hill Capital, LLC History Added to 14,330 865 0.11% 0.11% 264 +7,651 114.55% Q4 2025 Feb 05, 2026
Quinn Opportunity Partners LLC History No change 14,300 863 0.04% 0.06% 265 0 0.0% Q4 2025 Feb 13, 2026
Berkeley Capital Partners, LLC History Reduced 14,251 860 0.2% 0.19% 266 -231 -1.6% Q4 2025 Feb 05, 2026
PRINCIPAL SECURITIES, INC. History Added to 14,185 856 0.01% 0.01% 267 +553 4.06% Q4 2025 Feb 12, 2026
Argent Trust Co History Reduced 14,177 855 0.03% 0.03% 268 -300 -2.07% Q4 2025 Feb 10, 2026
Caitong International Asset Management Co., Ltd History Added to 13,948 842 0.21% 0.11% 269 +10,998 372.81% Q4 2025 Mar 03, 2026
Versant Capital Management, Inc History Added to 13,943 841 0.11% 0.1% 270 +1,354 10.76% Q4 2025 Jan 08, 2026
WealthTrust Axiom LLC History Reduced 13,678 825 0.21% 0.21% 271 -650 -4.54% Q4 2025 Feb 13, 2026
Manske Wealth Management History Reduced 13,384 807 0.24% 0.24% 272 -646 -4.6% Q4 2025 Feb 03, 2026
Merit Financial Group, LLC History Added to 13,275 801 0.01% 0.0% 273 +4,517 51.58% Q4 2025 Jan 26, 2026
Marshall Financial Group, LLC History New 13,220 798 0.15% — 274 +13,220 New Q4 2025 Jan 09, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 8,115 793 0.38% — 275 +8,115 New Q4 2025 Jan 09, 2026
Ballentine Partners, LLC History Added to 13,110 791 0.01% 0.01% 276 +115 0.88% Q4 2025 Feb 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 12,956 782 0.05% 0.05% 277 +511 4.11% Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History Added to 12,849 775 0.04% 0.04% 278 +706 5.81% Q4 2025 Feb 11, 2026
Hartford Funds Management Co LLC History Reduced 12,730 768 0.06% 0.06% 279 -107 -0.83% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Reduced 12,688 765 0.01% 0.01% 280 -489 -3.71% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 12,490 754 0.01% 0.01% 281 +4,967 66.02% Q4 2025 Jan 16, 2026
Farringdon Capital, Ltd. History Added to 12,401 748 0.18% 0.06% 283 +8,028 183.58% Q4 2025 Feb 17, 2026
BAILARD, INC. History Added to 12,395 748 0.02% 0.01% 282 +174 1.42% Q4 2025 Feb 04, 2026
Bedell Frazier Investment Counselling, LLC History Added to 12,375 747 0.14% 0.14% 284 +418 3.5% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 12,247 739 0.01% 0.01% 285 +2,622 27.24% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Reduced 12,148 733 0.01% 0.01% 286 -4,648 -27.67% Q4 2025 Feb 18, 2026
GTS SECURITIES LLC History New 12,092 729 0.02% — 287 +12,092 New Q4 2025 Feb 13, 2026
Burford Brothers, Inc. History Reduced 12,077 729 0.3% 0.29% 288 -30 -0.25% Q4 2025 Feb 05, 2026
ALBERT D MASON INC History Reduced 12,072 728 0.48% 0.44% 289 -33 -0.27% Q4 2025 Jan 13, 2026
Entropy Technologies, LP History New 12,033 726 0.04% — 291 +12,033 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 12,039 726 0.01% 0.01% 290 +150 1.26% Q4 2025 Feb 11, 2026
SATURNA CAPITAL CORP History Added to 12,025 725 0.01% 0.01% 292 +401 3.45% Q4 2025 Feb 11, 2026
Ethic Inc. History Added to 11,914 719 0.01% 0.01% 293 +1,214 11.35% Q4 2025 Feb 03, 2026
Kathmere Capital Management, LLC History Added to 11,681 705 0.05% 0.04% 294 +445 3.96% Q4 2025 Jan 13, 2026
Nicholas Hoffman & Company, LLC. History Added to 11,552 697 0.02% 0.02% 296 +44 0.38% Q4 2025 Feb 02, 2026
West Family Investments, Inc. History No change 11,551 697 0.16% 21.77% 295 0 0.0% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Reduced 11,523 695 0.01% 0.01% 297 -1,194 -9.39% Q4 2025 Jan 16, 2026
CIBC WORLD MARKETS CORP History New 11,512 694 0.0% — 298 +11,512 New Q4 2025 Feb 12, 2026
SAGE RHINO CAPITAL LLC History Added to 11,422 689 0.13% 0.12% 299 +106 0.94% Q4 2025 Jan 30, 2026
Inspire Advisors, LLC History Reduced 11,302 682 0.06% 0.07% 300 -1,075 -8.69% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 11,283 681 0.0% 0.0% 301 -1,123 -9.05% Q4 2025 Feb 19, 2026
LOUISBOURG INVESTMENTS INC. History No change 11,080 668 0.13% 0.13% 302 0 0.0% Q4 2025 Jan 16, 2026
R Squared Ltd History Reduced 10,957 661 0.31% 0.46% 303 -8,383 -43.35% Q4 2025 Jan 30, 2026
Valeo Financial Advisors, LLC History Added to 10,845 654 0.01% 0.01% 304 +107 1.0% Q4 2025 Feb 04, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History New 10,750 648 0.55% — 305 +10,750 New Q4 2025 Feb 06, 2026
SevenBridge Financial Group, LLC History Reduced 9,399 636 0.1% 0.09% 306 -465 -4.71% Q4 2025 Feb 02, 2026
Sivia Capital Partners, LLC History Added to 10,441 630 0.13% 0.07% 307 +5,955 132.75% Q4 2025 Feb 10, 2026
Norway Savings Bank History Added to 10,432 629 0.29% 0.27% 308 +300 2.96% Q4 2025 Jan 08, 2026
ATLAS CAPITAL ADVISORS INC. History New 10,370 626 0.07% — 309 +10,370 New Q4 2025 Feb 13, 2026
Virtu Financial LLC History New 10,191 615 0.02% — 310 +10,191 New Q4 2025 Feb 23, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 10,162 613 0.01% 0.01% 311 +20 0.2% Q4 2025 Feb 05, 2026
Mesirow Financial Investment Management, Inc. History Reduced 10,149 612 0.01% 0.01% 312 -655 -6.06% Q4 2025 Feb 05, 2026
Plan A Wealth LLC History Added to 10,058 607 0.3% 0.27% 313 +456 4.75% Q4 2025 Feb 06, 2026
Cordatus Wealth Management LLC History Reduced 10,033 605 0.14% 0.14% 314 -357 -3.44% Q4 2025 Jan 26, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 10,000 604 0.41% 0.4% 315 0 0.0% Q4 2025 Feb 13, 2026
Marex Group plc History New 9,975 602 0.0% — 316 +9,975 New Q4 2025 Feb 12, 2026
Gallacher Capital Management LLC History Reduced 9,967 601 0.23% 0.22% 317 -5 -0.05% Q4 2025 Feb 03, 2026
Rare Wolf Capital LLC History New 9,906 598 0.37% — 318 +9,906 New Q4 2025 Feb 19, 2026
STATE STREET CORP History No change 9,884 596 0.0% 0.0% 319 0 0.0% Q4 2025 Feb 13, 2026
Stamos Capital Partners, L.P. History Added to 9,820 592 0.1% 0.09% 320 +867 9.68% Q4 2025 Feb 12, 2026
Range Financial Group LLC History Added to 9,710 586 0.2% 0.19% 321 +370 3.96% Q4 2025 Jan 15, 2026
PDS Planning, Inc History Added to 9,481 572 0.04% 0.04% 322 +356 3.9% Q4 2025 Jan 26, 2026
Pinnacle West Asset Management, Inc. History Reduced 9,375 566 0.37% 0.34% 323 -100 -1.06% Q4 2025 Feb 10, 2026
PCM Encore, LLC History New 9,372 565 0.12% — 324 +9,372 New Q4 2025 Feb 13, 2026
RNC CAPITAL MANAGEMENT LLC History Reduced 9,331 563 0.03% 0.02% 325 -145 -1.53% Q4 2025 Feb 03, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 9,323 562 0.03% 0.03% 326 -54 -0.58% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 9,227 557 0.0% 0.0% 327 +397 4.5% Q4 2025 Jan 26, 2026
GLENMEDE TRUST CO NA History New 9,019 544 0.0% — 328 +9,019 New Q4 2025 Feb 17, 2026
Fractal Investments LLC History No change 9,000 543 0.08% 0.07% 329 0 0.0% Q4 2025 Jan 27, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 8,988 542 0.2% 0.2% 330 -60 -0.66% Q4 2025 Jan 13, 2026
CoreCommodity Management, LLC History No change 8,828 532 0.11% 0.09% 331 0 0.0% Q4 2025 Feb 12, 2026
Eaton Financial Holdings Company, LLC History Added to 8,802 531 0.14% 0.12% 332 +1,100 14.28% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 8,762 528 0.01% 0.0% 333 +7,209 464.2% Q4 2025 Feb 06, 2026
XML Financial, LLC History Reduced 8,700 525 0.04% 0.04% 334 -190 -2.14% Q4 2025 Feb 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 8,542 515 0.04% 0.04% 336 -649 -7.06% Q4 2025 Feb 03, 2026
Minot DeBlois Advisors LLC History Added to 8,543 515 0.46% 0.42% 335 +255 3.08% Q4 2025 Feb 13, 2026
Larry Mathis Financial Planning, LLC History New 8,451 510 0.45% — 337 +8,451 New Q4 2025 Mar 11, 2026
Chicago Partners Investment Group LLC History Added to 7,465 504 0.01% 0.01% 338 +44 0.59% Q4 2025 Jan 28, 2026
Bollard Group LLC History Reduced 8,324 503 0.01% 0.01% 339 -1,490 -15.18% Q4 2025 Feb 13, 2026
Legal Advantage Investments, Inc. History Reduced 8,307 501 0.23% 0.22% 340 -550 -6.21% Q4 2025 Jan 14, 2026
Federation des caisses Desjardins du Quebec History Added to 8,272 499 0.0% 0.0% 341 +1,653 24.97% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 8,129 490 0.0% — 342 +8,129 New Q4 2025 Feb 18, 2026
Wedmont Private Capital History Added to 7,659 489 0.02% 0.01% 343 +777 11.29% Q4 2025 Jan 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 8,100 488 0.0% 0.0% 344 +4,969 158.7% Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Added to 8,087 488 0.01% 0.01% 345 +592 7.9% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Added to 8,070 487 0.0% 0.0% 346 +1,647 25.64% Q4 2025 Feb 11, 2026
IHT Wealth Management, LLC History Reduced 8,012 483 0.01% 0.01% 348 -329 -3.94% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 8,014 483 0.0% 0.0% 347 +34 0.43% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 7,863 474 0.0% 0.0% 349 +494 6.7% Q4 2025 Feb 12, 2026
Snowden Capital Advisors LLC History New 7,752 468 0.01% — 350 +7,752 New Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Reduced 7,749 467 0.01% 0.01% 351 -348 -4.3% Q4 2025 Feb 03, 2026
Breakwater Capital Group History Added to 7,689 464 0.06% 0.06% 352 +590 8.31% Q4 2025 Jan 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 7,634 460 0.0% — 353 +7,634 New Q4 2025 Feb 13, 2026
Radnor Capital Management, LLC History No change 7,600 458 0.07% 0.06% 354 0 0.0% Q4 2025 Feb 06, 2026
New Republic Capital, LLC History New 7,554 456 0.12% — 355 +7,554 New Q4 2025 Feb 10, 2026
Avidian Wealth Enterprises, LLC History Reduced 7,531 454 0.02% 0.02% 356 -48 -0.63% Q4 2025 Feb 02, 2026
Passumpsic Savings Bank History New 7,458 450 0.25% — 360 +7,458 New Q4 2025 Feb 05, 2026
Venturi Wealth Management, LLC History Added to 7,468 450 0.02% 0.01% 357 +3,060 69.42% Q4 2025 Jan 22, 2026
Aprio Wealth Management, LLC History Added to 7,466 450 0.03% 0.03% 359 +1,829 32.45% Q4 2025 Jan 29, 2026
Uncommon Cents Investing LLC History Added to 7,465 450 0.11% 0.1% 358 +345 4.85% Q4 2025 Jan 15, 2026
Integrated Wealth Concepts LLC History Reduced 7,428 448 0.01% 0.01% 362 -6,183 -45.43% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 7,436 448 0.0% 0.0% 361 +1,092 17.21% Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History Added to 7,286 439 0.07% 0.07% 363 +391 5.67% Q4 2025 Feb 17, 2026
KEMPNER CAPITAL MANAGEMENT INC. History Reduced 7,408 438 0.41% 0.38% 364 -744 -9.13% Q4 2025 Jan 12, 2026
INTRUST BANK NA History Added to 7,233 436 0.04% 0.03% 365 +803 12.49% Q4 2025 Feb 06, 2026
Choate Investment Advisors History Reduced 7,228 436 0.01% 0.01% 366 -540 -6.95% Q4 2025 Feb 09, 2026
Mutual Advisors, LLC History Reduced 7,225 436 0.01% 0.01% 367 -146 -1.98% Q4 2025 Feb 02, 2026
BENEDICT FINANCIAL ADVISORS INC History No change 7,198 434 0.09% 0.09% 368 0 0.0% Q4 2025 Jan 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 6,885 415 0.01% 0.0% 369 +434 6.73% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Added to 6,861 414 0.02% 0.01% 371 +302 4.6% Q4 2025 Jan 21, 2026
BESSEMER GROUP INC History Added to 6,856 414 0.0% 0.0% 370 +250 3.78% Q4 2025 Feb 05, 2026
FOX RUN MANAGEMENT, L.L.C. History New 6,739 406 0.06% — 372 +6,739 New Q4 2025 Feb 11, 2026
Bridgewater Advisors Inc. History Added to 6,193 406 0.03% 0.02% 373 +324 5.52% Q4 2025 Jan 23, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 6,598 398 0.04% 0.04% 374 -28 -0.42% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 6,579 397 0.0% 0.0% 375 -81 -1.22% Q4 2025 Jan 26, 2026
KELLEHER FINANCIAL ADVISORS History No change 6,542 394 0.09% 0.09% 376 0 0.0% Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Added to 6,989 390 0.0% 0.0% 377 +101 1.47% Q4 2025 Feb 10, 2026
Financial Management Professionals, Inc. History Added to 6,437 388 0.04% 0.04% 378 +19 0.3% Q4 2025 Jan 27, 2026
Garner Asset Management Corp History Reduced 6,411 387 0.15% 0.16% 379 -694 -9.77% Q4 2025 Feb 03, 2026
Investment Research Partners LLC History Reduced 6,369 384 0.16% 0.17% 380 -100 -1.55% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 6,310 380 0.02% 0.02% 382 +1,269 25.17% Q4 2025 Jan 05, 2026
SHELTON CAPITAL MANAGEMENT History No change 6,300 380 0.01% 0.01% 381 0 0.0% Q4 2025 Feb 17, 2026
Successful Portfolios LLC History Added to 6,122 377 0.19% 0.17% 383 +923 17.75% Q4 2025 Jan 23, 2026
HB Wealth Management, LLC History Added to 6,200 374 0.0% 0.0% 384 +563 9.99% Q4 2025 Jan 28, 2026
FOCUSED ALPHA, LLC History New 6,150 371 0.11% — 386 +6,150 New Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Added to 6,160 371 0.0% 0.0% 385 +13 0.21% Q4 2025 Jan 21, 2026
DRW Securities, LLC History New 6,081 367 0.01% — 387 +6,081 New Q4 2025 Feb 12, 2026
American Trust Investment Advisors, LLC History No change 6,072 366 0.2% 0.17% 388 0 0.0% Q4 2025 Feb 17, 2026
Financial Sense Advisors, Inc. History Reduced 6,000 362 0.07% 0.15% 389 -9,776 -61.97% Q4 2025 Feb 13, 2026
Comprehensive Money Management Services LLC History No change 5,936 358 0.25% 0.23% 390 0 0.0% Q4 2025 Jan 22, 2026
Redwood Wealth Management Group, LLC History Added to 5,829 351 0.15% 0.13% 391 +400 7.37% Q4 2025 Feb 03, 2026
Allworth Financial LP History New 5,801 350 0.0% — 392 +5,801 New Q4 2025 Feb 05, 2026
Carnegie Lake Advisors LLC History No change 5,800 350 0.13% 0.12% 393 0 0.0% Q4 2025 Feb 10, 2026
Providence First Trust Co History New 5,656 341 0.12% — 396 +5,656 New Q4 2025 Feb 03, 2026
GSA CAPITAL PARTNERS LLP History New 5,654 341 0.03% — 395 +5,654 New Q4 2025 Feb 06, 2026
DENALI ADVISORS LLC History Added to 5,662 341 0.04% 0.04% 394 +39 0.69% Q4 2025 Feb 03, 2026
JACKSON SQUARE CAPITAL, LLC History New 5,639 340 0.07% — 397 +5,639 New Q4 2025 Jan 21, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 5,602 338 0.0% 0.0% 398 -88 -1.55% Q4 2025 Feb 06, 2026
HARMONY ASSET MANAGEMENT LLC History Added to 5,583 337 0.11% 0.09% 399 +760 15.76% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Added to 5,528 333 0.02% 0.01% 400 +4,142 298.85% Q4 2025 Feb 13, 2026
Mengis Capital Management, Inc. History No change 10,921 331 0.06% 0.06% 401 0 0.0% Q4 2025 Mar 05, 2026
BLAIR WILLIAM & CO/IL History Added to 5,478 330 0.0% 0.0% 402 +689 14.39% Q4 2025 Feb 17, 2026
ANCHYRA PARTNERS LLC History New 5,464 329 0.1% — 403 +5,464 New Q4 2025 Jan 29, 2026
OpenArc Corporate Advisory, LLC History New 5,374 324 0.01% — 404 +5,374 New Q4 2025 Feb 13, 2026
Trust Point Inc. History New 5,273 318 0.03% — 406 +5,273 New Q4 2025 Jan 13, 2026
AMG National Trust Bank History Added to 5,284 318 0.01% 0.01% 405 +1,161 28.16% Q4 2025 Jan 30, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 5,243 316 0.02% 0.02% 407 +50 0.96% Q4 2025 Feb 04, 2026
TWO SIGMA INVESTMENTS, LP History New 5,209 314 0.0% — 408 +5,209 New Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History New 5,201 313 0.0% — 410 +5,201 New Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History No change 5,200 313 0.0% 0.0% 409 0 0.0% Q4 2025 Feb 17, 2026
PFG Investments, LLC History No change 5,147 310 0.01% 0.01% 411 0 0.0% Q4 2025 Jan 26, 2026
HSBC HOLDINGS PLC History Reduced 5,117 309 0.0% 0.0% 412 -5,331 -51.02% Q4 2025 Mar 20, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 5,100 307 0.15% 0.6% 414 -17,615 -77.55% Q4 2025 Jan 29, 2026
OLD NATIONAL BANCORP /IN/ History New 5,092 307 0.01% — 413 +5,092 New Q4 2025 Jan 28, 2026
Retirement Planning Co of New England, Inc. History Reduced 5,082 306 0.12% 0.12% 416 -85 -1.65% Q4 2025 Jan 28, 2026
Williams Jones Wealth Management, LLC. History No change 5,069 306 0.0% 0.0% 415 0 0.0% Q4 2025 Feb 13, 2026
Frec Markets, Inc. History New 5,010 302 0.09% — 418 +5,010 New Q4 2025 Feb 17, 2026
Cromwell Holdings LLC History Added to 5,015 302 0.16% 0.13% 417 +810 19.26% Q4 2025 Jan 20, 2026
VIKING FUND MANAGEMENT LLC History Reduced 5,000 301 0.03% 0.07% 419 -5,000 -50.0% Q4 2025 Jan 12, 2026
HUB Investment Partners, LLC History New 4,987 301 0.01% — 421 +4,987 New Q4 2025 Feb 17, 2026
Timber Creek Capital Management LLC History No change 5,000 301 0.07% 0.07% 420 0 0.0% Q4 2025 Jan 23, 2026
Inspire Investing, LLC History Added to 4,985 300 0.03% 0.03% 422 +68 1.38% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 4,955 299 0.0% — 423 +4,955 New Q4 2025 Feb 18, 2026
Essex Financial Services, Inc. History Reduced 4,895 295 0.02% 0.02% 424 -858 -14.91% Q4 2025 Feb 10, 2026
Traveka Wealth, LLC History Added to 4,877 294 0.12% 0.12% 425 +15 0.31% Q4 2025 Jan 08, 2026
TT Capital Management LLC History Reduced 4,867 293 0.23% 0.22% 426 -400 -7.59% Q4 2025 Feb 11, 2026
Knights of Columbus Asset Advisors LLC History No change 4,808 290 0.02% 0.02% 427 0 0.0% Q4 2025 Feb 09, 2026
WESBANCO BANK INC History Added to 4,792 289 0.01% 0.01% 428 +756 18.73% Q4 2025 Feb 03, 2026
Avior Wealth Management, LLC History No change 4,731 285 0.01% 0.01% 429 0 0.0% Q4 2025 Jan 06, 2026
Centurion Wealth Management LLC History No change 4,700 283 0.06% 0.06% 430 0 0.0% Q4 2025 Jan 14, 2026
Cherokee Insurance Co History No change 4,700 283 0.11% 0.11% 431 0 0.0% Q4 2025 Jan 29, 2026
Wright Wealth LLC History New 4,657 281 0.18% — 432 +4,657 New Q4 2025 Feb 13, 2026
Ascent Group, LLC History Reduced 4,625 279 0.01% 0.01% 433 -581 -11.16% Q4 2025 Jan 20, 2026
Rathbones Group PLC History No change 4,616 278 0.0% 0.0% 434 0 0.0% Q4 2025 Feb 06, 2026
TLS Advisors LLC History New 4,460 269 0.71% — 435 +4,460 New Q4 2025 Feb 04, 2026
HighPoint Advisor Group LLC History Added to 4,448 268 0.01% 0.01% 436 +447 11.17% Q4 2025 Feb 04, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 4,428 267 0.02% 0.02% 437 -245 -5.24% Q4 2025 Feb 12, 2026
TWO SIGMA SECURITIES, LLC History New 4,367 263 0.04% — 438 +4,367 New Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History No change 4,350 262 0.0% 0.0% 439 0 0.0% Q4 2025 Feb 12, 2026
ROBERTS GLORE & CO INC /IL/ History Reduced 4,265 257 0.07% 0.07% 440 -50 -1.16% Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Reduced 4,248 256 0.0% 0.01% 441 -3,398 -44.44% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Added to 4,212 254 0.01% 0.01% 442 +498 13.41% Q4 2025 Feb 04, 2026
Aspen Wealth Strategies, LLC History Added to 4,200 253 0.14% 0.13% 443 +43 1.03% Q4 2025 Jan 28, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Reduced 4,180 252 0.06% 0.06% 444 -109 -2.54% Q4 2025 Feb 06, 2026
Knollwood Investment Advisory, LLC History No change 4,150 250 0.02% 0.02% 445 0 0.0% Q4 2025 Feb 13, 2026
Godshalk Welsh Capital Management, Inc. History Reduced 4,050 244 0.14% 0.14% 446 -250 -5.81% Q4 2025 Feb 12, 2026
Arax Advisory Partners History Added to 4,016 242 0.01% 0.0% 447 +329 8.92% Q4 2025 Feb 13, 2026
Corps Capital Advisors, LLC History New 4,000 241 0.25% — 450 +4,000 New Q4 2025 Feb 13, 2026
J. Safra Sarasin Holding AG History No change 4,000 241 0.0% 0.0% 448 0 0.0% Q4 2025 Jan 15, 2026
Alpine Bank Wealth Management History No change 4,000 241 0.03% 0.03% 449 0 0.0% Q4 2025 Jan 15, 2026
Aviance Capital Partners, LLC History Reduced 3,991 240 0.03% 0.03% 451 -762 -16.03% Q4 2025 Feb 06, 2026
AlTi Global, Inc. History Added to 3,976 240 0.01% 0.0% 453 +200 5.3% Q4 2025 Feb 13, 2026
SeaCrest Wealth Management, LLC History Added to 3,769 240 0.02% 0.02% 452 +36 0.96% Q4 2025 Jan 12, 2026
Wealthspire Advisors, LLC History Added to 3,966 239 0.0% 0.0% 454 +2,283 135.65% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Reduced 3,955 238 0.0% 0.0% 456 -7,177 -64.47% Q4 2025 Jan 27, 2026
CULLEN/FROST BANKERS, INC. History Added to 3,951 238 0.0% 0.0% 455 +278 7.57% Q4 2025 Feb 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 3,792 229 0.0% 0.0% 457 -345 -8.34% Q4 2025 Feb 05, 2026
RIVERSEDGE ADVISORS, LLC History New 3,771 227 0.04% — 458 +3,771 New Q4 2025 Jan 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 3,742 225 0.0% 0.0% 459 +22 0.59% Q4 2025 Feb 12, 2026
ADELL HARRIMAN & CARPENTER INC History New 3,669 221 0.01% — 460 +3,669 New Q4 2025 Feb 06, 2026
55 North Private Wealth, LLC History New 3,646 220 0.06% — 462 +3,646 New Q4 2025 Jan 27, 2026
SAPIENT CAPITAL LLC History New 3,620 220 0.0% — 461 +3,620 New Q4 2025 Feb 05, 2026
Wealthcare Capital Partners, LLC History New 3,635 219 0.1% — 463 +3,635 New Q4 2025 Jan 14, 2026
WELCH & FORBES LLC History Reduced 3,619 218 0.0% 0.0% 464 -1,500 -29.3% Q4 2025 Feb 10, 2026
CVA Family Office, LLC History No change 3,600 217 0.02% 0.03% 465 0 0.0% Q4 2025 Jan 12, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 3,593 216 0.11% — 466 +3,593 New Q4 2025 Feb 23, 2026
Freestone Capital Holdings, LLC History New 3,558 214 0.01% — 467 +3,558 New Q4 2025 Jan 23, 2026
Torrey Growth & Income Advisors History Reduced 3,530 213 0.07% 0.08% 468 -1,568 -30.76% Q4 2025 Feb 17, 2026
UHLMANN PRICE SECURITIES, LLC History New 3,508 211 0.13% — 470 +3,508 New Q4 2025 Jan 12, 2026
U S GLOBAL INVESTORS INC History No change 3,500 211 0.02% 0.02% 469 0 0.0% Q4 2025 Jan 28, 2026
Cohen Capital Management, Inc. History New 3,419 206 0.03% — 471 +3,419 New Q4 2025 Jan 20, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 3,418 206 0.01% 0.01% 472 -455 -11.75% Q4 2025 Jan 30, 2026
MATHER GROUP, LLC. History Added to 3,396 205 0.0% 0.0% 473 +146 4.49% Q4 2025 Jan 13, 2026
Belpointe Asset Management LLC History New 3,393 204 0.01% — 474 +3,393 New Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History New 3,393 204 0.03% — 475 +3,393 New Q4 2025 Jan 27, 2026
Pekin Hardy Strauss, Inc. History New 3,378 203 0.02% — 476 +3,378 New Q4 2025 Jan 30, 2026
BXM Wealth LLC History New 3,375 203 0.16% — 477 +3,375 New Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Added to 3,353 202 0.01% 0.01% 478 +90 2.76% Q4 2025 Feb 06, 2026
Leonteq Securities AG History Reduced 3,346 201 0.01% 0.01% 480 -3,412 -50.49% Q4 2025 Feb 06, 2026
COZAD ASSET MANAGEMENT INC History New 3,330 201 0.02% — 479 +3,330 New Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Reduced 3,321 200 0.0% 0.0% 481 -237 -6.66% Q4 2025 Feb 02, 2026
Lorne Steinberg Wealth Management Inc. History New 3,260 196 0.05% — 482 +3,260 New Q4 2025 Jan 27, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 3,216 194 0.05% 0.07% 483 +128 4.15% Q4 2025 Feb 09, 2026
Bank of New Hampshire History New 3,000 181 0.04% — 485 +3,000 New Q4 2025 Mar 16, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 3,000 181 0.05% 0.05% 484 0 0.0% Q4 2025 Feb 02, 2026
Havemeyer Place LP History New 2,876 173 0.03% — 486 +2,876 New Q4 2025 Feb 11, 2026
New Millennium Group LLC History Added to 2,736 165 0.07% 0.03% 487 +1,648 151.47% Q4 2025 Feb 06, 2026
ASSETMARK, INC History Added to 2,658 160 0.0% 0.0% 488 +330 14.18% Q4 2025 Jan 23, 2026
REXFORD CAPITAL INC History No change 2,586 156 0.12% 0.11% 489 0 0.0% Q4 2025 Feb 17, 2026
LRI Investments, LLC History Reduced 2,522 152 0.01% 0.01% 490 -145 -5.44% Q4 2025 Feb 04, 2026
Rosenberg Matthew Hamilton History No change 2,406 145 0.03% 0.03% 491 0 0.0% Q4 2025 Jan 05, 2026
FIRST HORIZON CORP History Reduced 2,293 138 0.01% 0.01% 492 -742 -24.45% Q4 2025 Jan 27, 2026
NBT BANK N A /NY History Added to 2,172 133 0.01% 0.01% 493 +4 0.18% Q4 2025 Jan 23, 2026
SUMMIT SECURITIES GROUP LLC History No change 2,200 132 0.02% 0.03% 494 0 0.0% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,093 126 0.0% 0.0% 495 +12 0.58% Q4 2025 Feb 09, 2026
State of Wyoming History Reduced 2,040 123 0.01% 0.01% 497 -170 -7.69% Q4 2025 Feb 11, 2026
Boit C F David History No change 2,000 123 0.05% 0.05% 496 0 0.0% Q4 2025 Jan 15, 2026
FIFTH THIRD BANCORP History Reduced 2,013 121 0.0% 0.01% 498 -28,388 -93.38% Q4 2025 Feb 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,008 121 0.0% 0.0% 499 0 0.0% Q4 2025 Jan 22, 2026
Larson Financial Group LLC History Reduced 1,952 117 0.0% 0.0% 500 -433 -18.16% Q4 2025 Feb 06, 2026
Anfield Capital Management, LLC History No change 1,931 116 0.04% 0.03% 501 0 0.0% Q4 2025 Feb 03, 2026
Manchester Capital Management LLC History Added to 1,862 112 0.02% 0.0% 502 +1,433 334.03% Q4 2025 Feb 11, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,733 104 0.01% 0.01% 503 0 0.0% Q4 2025 Feb 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,700 102 0.01% 0.01% 504 0 0.0% Q4 2025 Jan 20, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,628 98 0.0% 0.0% 505 +228 16.29% Q4 2025 Jan 15, 2026
Spire Wealth Management History Added to 1,579 95 0.0% 0.0% 506 +3 0.19% Q4 2025 Jan 14, 2026
Solstein Capital, LLC History Added to 1,459 88 0.04% 0.01% 508 +765 110.23% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History Added to 1,460 88 0.04% 0.02% 509 +436 42.58% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Reduced 1,468 88 0.0% 0.0% 507 -207 -12.36% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Added to 1,387 83 0.0% 0.0% 510 +794 133.9% Q4 2025 Feb 02, 2026
First PREMIER Bank History No change 1,296 79 0.02% 0.02% 511 0 0.0% Q4 2025 Jan 23, 2026
CoreCap Advisors, LLC History Reduced 1,302 78 0.0% 0.01% 512 -1,969 -60.2% Q4 2025 Jan 13, 2026
Sunbelt Securities, Inc. History No change 1,284 77 0.01% 0.0% 513 0 0.0% Q4 2025 Feb 20, 2026
NATIXIS History Added to 1,274 76 0.0% 0.0% 514 +315 32.85% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 1,242 75 0.0% 0.0% 515 +393 46.29% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 1,241 74 0.0% 0.0% 516 +236 23.48% Q4 2025 Jan 27, 2026
Bell Investment Advisors, Inc History Added to 1,212 73 0.01% 0.01% 517 +249 25.86% Q4 2025 Feb 24, 2026
IFP Advisors, Inc History Added to 1,204 72 0.0% 0.0% 518 +32 2.73% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,183 71 0.0% 0.0% 519 -298 -20.12% Q4 2025 Feb 09, 2026
Bruce G. Allen Investments, LLC History Reduced 1,175 70 0.05% 0.07% 521 -565 -32.47% Q4 2025 Feb 10, 2026
Salomon & Ludwin, LLC History Added to 1,115 70 0.01% 0.0% 520 +424 61.36% Q4 2025 Jan 28, 2026
MTM Investment Management, LLC History No change 1,100 66 0.02% 0.02% 522 0 0.0% Q4 2025 Feb 09, 2026
ROSS\JOHNSON & Associates LLC History No change 1,070 64 1.19% 1.11% 523 0 0.0% Q4 2025 Feb 12, 2026
GoalVest Advisory LLC History Reduced 1,000 60 0.01% 0.03% 526 -1,550 -60.78% Q4 2025 Jan 05, 2026
HHM Wealth Advisors, LLC History No change 1,000 60 0.01% 0.01% 524 0 0.0% Q4 2025 Jan 22, 2026
HOEY INVESTMENTS, INC History No change 1,000 60 0.01% 0.01% 525 0 0.0% Q4 2025 Jan 28, 2026
TORONTO DOMINION BANK History No change 970 59 0.0% 0.0% 527 0 0.0% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 969 58 0.0% 0.0% 528 -52 -5.09% Q4 2025 Feb 10, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 929 56 0.0% 0.0% 529 +82 9.68% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 855 51 0.0% 0.0% 530 +87 11.33% Q4 2025 Feb 09, 2026
Grove Bank & Trust History Reduced 857 51 0.01% 0.01% 531 -27 -3.05% Q4 2025 Jan 08, 2026
GHP Investment Advisors, Inc. History No change 842 50 0.0% 0.0% 532 0 0.0% Q4 2025 Jan 27, 2026
Intesa Sanpaolo Wealth Management History New 800 48 0.01% — 536 +800 New Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Added to 798 48 0.0% 0.0% 533 +118 17.35% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 801 48 0.0% 0.0% 534 +105 15.09% Q4 2025 Jan 14, 2026
True Wealth Design, LLC History Added to 799 48 0.01% 0.01% 535 +44 5.83% Q4 2025 Jan 08, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 773 46 0.0% — 537 +773 New Q4 2025 Jan 21, 2026
Addison Advisors LLC History Added to 751 45 0.01% 0.01% 538 +181 31.75% Q4 2025 Feb 06, 2026
Archer Investment Corp History Reduced 690 41 0.01% 0.01% 540 -200 -22.47% Q4 2025 Jan 30, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 690 41 0.0% 0.0% 539 0 0.0% Q4 2025 Feb 12, 2026
Pingora Partners LLC History No change 689 41 0.03% 0.03% 541 0 0.0% Q4 2025 Feb 13, 2026
Hilltop National Bank History No change 675 40 0.01% 0.01% 542 0 0.0% Q4 2025 Jan 07, 2026
Eagle Bay Advisors LLC History New 650 39 0.03% — 543 +650 New Q4 2025 Jan 23, 2026
Caldwell Trust Co History Added to 660 39 0.0% 0.0% 544 +10 1.54% Q4 2025 Jan 30, 2026
Dunhill Financial, LLC History Reduced 585 35 0.01% 0.01% 545 -415 -41.5% Q4 2025 Jan 29, 2026
Wealth Preservation Advisors, LLC History No change 983 35 0.02% 0.02% 546 0 0.0% Q4 2025 Feb 23, 2026
AdvisorNet Financial, Inc History No change 571 34 0.0% 0.0% 547 0 0.0% Q4 2025 Jan 20, 2026
Frazier Financial Advisors, LLC History Reduced 500 30 0.02% 0.02% 550 -14 -2.72% Q4 2025 Feb 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 500 30 0.0% 0.0% 548 0 0.0% Q4 2025 Feb 03, 2026
Center for Financial Planning, Inc. History No change 500 30 0.0% 0.0% 549 0 0.0% Q4 2025 Feb 05, 2026
Berbice Capital Management LLC History No change 500 30 0.02% 0.02% 551 0 0.0% Q4 2025 Feb 06, 2026
Sawyer & Company, Inc History Reduced 450 27 0.01% 0.03% 553 -1,000 -68.97% Q4 2025 Feb 02, 2026
Sound Income Strategies, LLC History Added to 422 27 0.0% 0.0% 554 +291 222.14% Q4 2025 Jan 21, 2026
Rossby Financial, LCC History Added to 458 27 0.01% 0.01% 555 +21 4.81% Q4 2025 Feb 12, 2026
Asset Dedication, LLC History No change 450 27 0.0% 0.0% 552 0 0.0% Q4 2025 Jan 26, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 431 26 0.01% 0.16% 559 -9,956 -95.85% Q4 2025 Jan 15, 2026
SJS Investment Consulting Inc. History Added to 441 26 0.0% 0.0% 558 +360 444.44% Q4 2025 Jan 21, 2026
Bangor Savings Bank History No change 447 26 0.0% 0.0% 556 0 0.0% Q4 2025 Jan 16, 2026
Costello Asset Management, INC History No change 438 26 0.01% 0.01% 557 0 0.0% Q4 2025 Feb 03, 2026
SageView Advisory Group, LLC History New 429 25 0.0% — 562 +429 New Q4 2025 Feb 17, 2026
Garton & Associates Financial Advisors LLC History New 428 25 0.01% — 563 +428 New Q4 2025 Feb 18, 2026
Hilton Head Capital Partners, LLC History New 427 25 0.01% — 564 +427 New Q4 2025 Feb 11, 2026
BAYBAN History New 416 25 0.02% — 565 +416 New Q4 2025 Mar 05, 2026
GW&K Investment Management, LLC History No change 421 25 0.0% 0.0% 560 0 0.0% Q4 2025 Feb 11, 2026
EASTERN BANK History No change 425 25 0.0% 0.0% 561 0 0.0% Q4 2025 Jan 14, 2026
Avalon Trust Co History New 400 24 0.0% — 567 +400 New Q4 2025 Feb 09, 2026
VALLEY NATIONAL ADVISERS INC History No change 400 24 0.0% 0.0% 566 0 0.0% Q4 2025 Jan 23, 2026
Motiv8 Investments LLC History New 377 23 0.01% — 570 +377 New Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 384 23 0.0% 0.0% 569 +326 562.07% Q4 2025 Feb 09, 2026
NBC SECURITIES, INC. History No change 387 23 0.0% 0.0% 568 0 0.0% Q4 2025 Jan 29, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 371 22 0.0% 0.01% 571 -700 -65.36% Q4 2025 Jan 20, 2026
Financial Perspectives, Inc History No change 365 22 0.01% 0.01% 572 0 0.0% Q4 2025 Jan 28, 2026
AMERIFLEX GROUP, INC. History Reduced 359 21 0.01% 0.01% 573 -359 -50.0% Q4 2025 Feb 18, 2026
Sterling Capital Management LLC History Reduced 342 20 0.0% 0.01% 575 -12,170 -97.27% Q4 2025 Feb 13, 2026
ALERUS FINANCIAL NA History No change 344 20 0.0% 0.0% 574 0 0.0% Q4 2025 Feb 13, 2026
Fairscale Capital, LLC History No change 322 19 0.01% 0.01% 576 0 0.0% Q4 2025 Feb 17, 2026
Boreal Capital Management LLC History No change 330 19 0.01% 0.01% 577 0 0.0% Q4 2025 Feb 17, 2026
Pinnacle Bancorp, Inc. History Reduced 300 18 0.01% 0.01% 580 -515 -63.19% Q4 2025 Jan 22, 2026
YANKCOM Partnership History Added to 301 18 0.01% 0.0% 581 +212 238.2% Q4 2025 Jan 20, 2026
PRIVATE TRUST CO NA History No change 301 18 0.0% 0.0% 578 0 0.0% Q4 2025 Jan 26, 2026
Beutel, Goodman & Co Ltd. History No change 300 18 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 13, 2026
Basepoint Wealth LLC History New 298 17 0.01% — 585 +298 New Q4 2025 Feb 10, 2026
Rakuten Securities, Inc. History Added to 291 17 0.01% 0.01% 584 +38 15.02% Q4 2025 Jan 29, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 297 17 0.0% 0.0% 582 0 0.0% Q4 2025 Feb 04, 2026
Centerpoint Advisors, LLC History No change 275 17 0.01% 0.0% 583 0 0.0% Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History New 278 16 0.01% — 590 +278 New Q4 2025 Jan 23, 2026
SHP Wealth Management History New 267 16 0.0% — 587 +267 New Q4 2025 Mar 04, 2026
Transamerica Financial Advisors, LLC History Added to 274 16 0.0% 0.0% 586 +230 522.73% Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History Added to 232 16 0.0% 0.0% 588 +47 25.41% Q4 2025 Feb 02, 2026
Chung Wu Investment Group, LLC History No change 268 16 0.01% 0.01% 589 0 0.0% Q4 2025 Feb 02, 2026
Tower Research Capital LLC (TRC) History Reduced 249 15 0.0% 0.06% 592 -38,515 -99.36% Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History New 250 15 0.0% — 591 +250 New Q4 2025 Jan 21, 2026
Cape Investment Advisory, Inc. History New 240 14 0.0% — 594 +240 New Q4 2025 Feb 17, 2026
Physician Wealth Advisors, Inc. History Added to 242 14 0.0% 0.0% 593 +37 18.05% Q4 2025 Jan 29, 2026
Coston, McIsaac & Partners History No change 234 14 0.0% 0.0% 595 0 0.0% Q4 2025 Feb 03, 2026
SOA Wealth Advisors, LLC. History Reduced 225 13 0.0% 0.0% 596 -219 -49.32% Q4 2025 Jan 20, 2026
Strengthening Families & Communities, LLC History Reduced 226 13 0.0% 0.0% 597 -119 -34.49% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Reduced 207 12 0.0% 0.0% 602 -200 -49.14% Q4 2025 Jan 28, 2026
HAZLETT, BURT & WATSON, INC. History Added to 198 12 0.0% 0.0% 598 +164 482.35% Q4 2025 Feb 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 202 12 0.0% 0.0% 599 +24 13.48% Q4 2025 Feb 11, 2026
MOTCO History No change 200 12 0.0% 0.0% 600 0 0.0% Q4 2025 Feb 06, 2026
Westside Investment Management, Inc. History No change 197 12 0.0% 0.0% 601 0 0.0% Q4 2025 Jan 23, 2026
FINANCIAL CONSULATE, INC History Added to 192 11 0.0% 0.0% 603 +49 34.27% Q4 2025 Jan 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 168 10 0.0% 0.0% 604 -2,031 -92.36% Q4 2025 Feb 05, 2026
Retirement Wealth Solutions LLC History Reduced 182 10 0.01% 0.01% 607 -44 -19.47% Q4 2025 Jan 07, 2026
Newbridge Financial Services Group, Inc. History No change 168 10 0.0% 0.0% 605 0 0.0% Q4 2025 Jan 21, 2026
ORG Partners LLC History No change 172 10 0.0% 0.0% 606 0 0.0% Q4 2025 Jan 14, 2026
Signature Equity Partners, LLC History New 165 9 0.0% — 617 +165 New Q4 2025 Feb 17, 2026
Abound Wealth Management History Added to 153 9 0.0% 0.0% 613 +128 512.0% Q4 2025 Jan 12, 2026
North Star Investment Management Corp. History Added to 159 9 0.0% 0.0% 610 +112 238.3% Q4 2025 Jan 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 164 9 0.0% 0.0% 608 0 0.0% Q4 2025 Feb 06, 2026
COUNTRY TRUST BANK History No change 150 9 0.0% 0.0% 609 0 0.0% Q4 2025 Jan 21, 2026
Community Bank, N.A. History No change 150 9 0.0% 0.0% 611 0 0.0% Q4 2025 Feb 04, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 160 9 0.0% 0.0% 612 0 0.0% Q4 2025 Jan 08, 2026
Breakwater Investment Management History No change 160 9 0.0% 0.0% 614 0 0.0% Q4 2025 Feb 02, 2026
Principia Wealth Advisory, LLC History No change 157 9 0.01% 0.01% 615 0 0.0% Q4 2025 Feb 10, 2026
Evelyn Partners Investment Management Services Ltd History No change 155 9 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 148 8 0.0% — 621 +148 New Q4 2025 Feb 09, 2026
Towne Trust Company, N.A History No change 143 8 0.0% 0.0% 618 0 0.0% Q4 2025 Jan 26, 2026
Golden State Wealth Management, LLC History No change 142 8 0.0% 0.0% 619 0 0.0% Q4 2025 Feb 13, 2026
REDMONT WEALTH ADVISORS LLC History No change 135 8 0.01% 0.01% 620 0 0.0% Q4 2025 Feb 06, 2026
Greykasell Wealth Strategies, Inc. History New 120 7 0.0% — 623 +120 New Q4 2025 Feb 11, 2026
WealthCollab, LLC History Added to 126 7 0.0% 0.0% 622 +42 50.0% Q4 2025 Jan 27, 2026
TUCKER ASSET MANAGEMENT LLC History New 109 6 0.0% — 628 +109 New Q4 2025 Feb 05, 2026
Triumph Capital Management History New 100 6 0.0% — 626 +100 New Q4 2025 Feb 12, 2026
DecisionPoint Financial, LLC History New 100 6 0.0% — 629 +100 New Q4 2025 Jan 29, 2026
Olistico Wealth, LLC History New 100 6 0.0% — 631 +100 New Q4 2025 Jan 13, 2026
Stone House Investment Management, LLC History Added to 106 6 0.0% 0.0% 624 +10 10.42% Q4 2025 Jan 21, 2026
Founders Capital Management History No change 101 6 0.0% 0.0% 625 0 0.0% Q4 2025 Jan 15, 2026
Prestige Wealth Management Group LLC History No change 100 6 0.0% 0.0% 627 0 0.0% Q4 2025 Feb 11, 2026
Signature Resources Capital Management, LLC History No change 102 6 0.0% 0.0% 630 0 0.0% Q4 2025 Jan 21, 2026
GPS Wealth Strategies Group, LLC History Reduced 85 5 0.0% 0.0% 635 -238 -73.68% Q4 2025 Feb 06, 2026
Stephens Consulting, LLC History New 98 5 0.0% — 638 +98 New Q4 2025 Jan 13, 2026
VALLEY WEALTH MANAGERS, INC. History New 96 5 0.0% — 632 +96 New Q4 2025 Feb 04, 2026
IMA Advisory Services, Inc. History New 95 5 0.0% — 633 +95 New Q4 2025 Feb 11, 2026
Independence Bank of Kentucky History New 91 5 0.0% — 634 +91 New Q4 2025 Jan 20, 2026
Laurel Wealth Advisors LLC History New 88 5 0.0% — 636 +88 New Q4 2025 Jan 30, 2026
Cornerstone Financial Management LLC History New 86 5 0.0% — 642 +86 New Q4 2025 Feb 13, 2026
Caitlin John, LLC History New 85 5 0.0% — 639 +85 New Q4 2025 Feb 18, 2026
Avion Wealth History No change 89 5 0.0% 0.0% 637 0 0.0% Q4 2025 Jan 23, 2026
Rialto Wealth Management, LLC History No change 91 5 0.0% 0.0% 640 0 0.0% Q4 2025 Jan 12, 2026
BIRCHBROOK, INC. History No change 93 5 0.0% 0.0% 641 0 0.0% Q4 2025 Feb 04, 2026
Elyxium Wealth, LLC History New 78 4 0.0% — 647 +78 New Q4 2025 Feb 05, 2026
Acumen Wealth Advisors, LLC History New 75 4 0.0% — 645 +75 New Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History Added to 72 4 0.0% 0.0% 648 +1 1.41% Q4 2025 Feb 10, 2026
CITY HOLDING CO History No change 67 4 0.0% 0.0% 643 0 0.0% Q4 2025 Jan 22, 2026
Kozak & Associates, Inc. History No change 65 4 0.0% 0.0% 644 0 0.0% Q4 2025 Jan 12, 2026
Bank of Jackson Hole Trust History No change 70 4 0.0% 0.0% 646 0 0.0% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 52 3 0.0% — 650 +52 New Q4 2025 Jan 07, 2026
Oakworth Capital, Inc. History New 52 3 0.0% — 651 +52 New Q4 2025 Jan 30, 2026
Plante Moran Financial Advisors, LLC History New 50 3 0.0% — 649 +50 New Q4 2025 Feb 05, 2026
Glen Eagle Advisors, LLC History Reduced 57 3 0.0% 0.0% 653 -6 -9.52% Q4 2025 Feb 13, 2026
Western Pacific Wealth Management, LP History No change 51 3 0.0% 0.0% 652 0 0.0% Q4 2025 Feb 04, 2026
Smithfield Trust Co History New 40 2 0.0% — 654 +40 New Q4 2025 Feb 09, 2026
Quaker Wealth Management, LLC History New 40 2 0.0% — 656 +40 New Q4 2025 Jan 28, 2026
Westfuller Advisors, LLC History Reduced 49 2 0.0% 0.0% 660 -40 -44.94% Q4 2025 Jan 21, 2026
Elevated Capital Advisors, LLC History New 39 2 0.0% — 658 +39 New Q4 2025 Jan 27, 2026
Key FInancial Inc History New 35 2 0.0% — 657 +35 New Q4 2025 Feb 09, 2026
Meramec Financial Planners, LLC History New 32 2 0.0% — 662 +32 New Q4 2025 Feb 10, 2026
American Capital Advisory, LLC History Reduced 36 2 0.0% 0.0% 659 -2 -5.26% Q4 2025 Jan 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 42 2 0.0% 0.0% 655 0 0.0% Q4 2025 Feb 13, 2026
IMG Wealth Management, Inc. History No change 39 2 0.0% 0.0% 661 0 0.0% Q4 2025 Feb 05, 2026
Bogart Wealth, LLC History Reduced 18 1 0.0% 0.0% 665 -185 -91.13% Q4 2025 Jan 30, 2026
MV CAPITAL MANAGEMENT, INC. History New 28 1 0.0% — 664 +28 New Q4 2025 Feb 23, 2026
MCGUIRE CAPITAL ADVISORS INC History New 20 1 0.0% — 671 +20 New Q4 2025 Feb 19, 2026
Kilter Group LLC History Added to 26 1 0.0% — 670 +14 116.67% Q4 2025 Feb 13, 2026
CX Institutional History Added to 14 1 0.0% 0.0% 666 +1 7.69% Q4 2025 Feb 02, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 18 1 0.0% — 663 0 0.0% Q4 2025 Jan 23, 2026
City State Bank History No change 25 1 0.0% 0.0% 667 0 0.0% Q4 2025 Jan 28, 2026
Quent Capital, LLC History No change 27 1 0.0% 0.0% 668 0 0.0% Q4 2025 Jan 29, 2026
SWAN Capital LLC History No change 27 1 0.0% 0.0% 669 0 0.0% Q4 2025 Feb 12, 2026
Morningstar Investment Management LLC History Closed out 0 0 — 0.13% — -61,280 -100.0% Q3 2025 Nov 17, 2025
XY Capital Ltd History Closed out 0 0 — 1.73% — -58,812 -100.0% Q3 2025 Nov 14, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 — 0.03% — -47,876 -100.0% Q3 2025 Nov 06, 2025
DRIEHAUS CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.01% — -41,800 -100.0% Q3 2025 Nov 14, 2025
DAVENPORT & Co LLC History Closed out 0 0 — 0.01% — -29,739 -100.0% Q3 2025 Oct 15, 2025
OPPENHEIMER & CO INC History Closed out 0 0 — 0.02% — -28,448 -100.0% Q3 2025 Nov 06, 2025
TIG Advisors, LLC History Closed out 0 0 — 0.08% — -25,000 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -20,700 -100.0% Q3 2025 Nov 14, 2025
Stratos Wealth Advisors, LLC History Closed out 0 0 — 0.05% — -16,860 -100.0% Q3 2025 Nov 06, 2025
Nuveen, LLC History Closed out 0 0 — 0.0% — -15,734 -100.0% Q3 2025 Nov 12, 2025
FIL Ltd History Closed out 0 0 — 0.0% — -15,641 -100.0% Q3 2025 Nov 13, 2025
TD ASSET MANAGEMENT INC History Closed out 0 0 — 0.0% — -13,000 -100.0% Q3 2025 Nov 10, 2025
BlueCrest Capital Management Ltd History Closed out 0 0 — 1.25% — -12,541 -100.0% Q3 2025 Feb 17, 2026
Horizon Investments, LLC History Closed out 0 0 — 0.01% — -12,190 -100.0% Q3 2025 Nov 14, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 — 0.08% — -10,794 -100.0% Q3 2025 Nov 10, 2025
Quantitative Investment Management, LLC History Closed out 0 0 — 0.07% — -9,528 -100.0% Q3 2025 Nov 13, 2025
Atria Investments, Inc History Closed out 0 0 — 0.01% — -9,088 -100.0% Q3 2025 Nov 06, 2025
One Wealth Advisors, LLC History Closed out 0 0 — 0.06% — -8,549 -100.0% Q3 2025 Nov 03, 2025
Pacifica Partners Inc. History Closed out 0 0 — 0.17% — -8,460 -100.0% Q3 2025 Oct 09, 2025
SUMMITRY LLC History Closed out 0 0 — 0.01% — -5,748 -100.0% Q3 2025 Nov 07, 2025
Marks Group Wealth Management, Inc History Closed out 0 0 — 0.03% — -5,322 -100.0% Q3 2025 Nov 10, 2025
MINDSET WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.08% — -5,300 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -5,180 -100.0% Q3 2025 Nov 10, 2025
Corient IA LLC History Closed out 0 0 — 0.21% — -5,000 -100.0% Q3 2025 Nov 12, 2025
Summit Trail Advisors, LLC History Closed out 0 0 — 0.0% — -4,566 -100.0% Q3 2025 Nov 14, 2025
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.0% — -4,353 -100.0% Q3 2025 Nov 05, 2025
Stonebridge Capital Advisors LLC History Closed out 0 0 — 0.02% — -4,269 -100.0% Q3 2025 Nov 12, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -4,265 -100.0% Q3 2025 Oct 14, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 — 0.0% — -4,044 -100.0% Q3 2025 Nov 12, 2025
Saranac Partners Ltd History Closed out 0 0 — 0.02% — -3,843 -100.0% Q3 2025 Dec 05, 2025
Vestmark Advisory Solutions, Inc. History Closed out 0 0 — 0.0% — -3,696 -100.0% Q3 2025 Nov 10, 2025
Raiffeisen Bank International AG History Closed out 0 0 — 0.0% — -3,590 -100.0% Q3 2025 Nov 10, 2025
North Capital, Inc. History Closed out 0 0 — 0.12% — -2,688 -100.0% Q3 2025 Oct 09, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -2,361 -100.0% Q3 2025 Nov 14, 2025
Groupe la Francaise History Closed out 0 0 — 0.0% — -1,793 -100.0% Q3 2025 Nov 13, 2025
ALLIANZ SE History Closed out 0 0 — 0.0% — -622 -100.0% Q3 2025 Nov 12, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -582 -100.0% Q3 2025 Nov 06, 2025
REAP Financial Group, LLC History Closed out 0 0 — 0.01% — -486 -100.0% Q3 2025 Nov 06, 2025
STEPH & CO History Closed out 0 0 — 0.01% — -463 -100.0% Q3 2025 Oct 06, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.01% — -341 -100.0% Q3 2025 Oct 07, 2025
Wilmington Savings Fund Society, FSB History Closed out 0 0 — 0.0% — -322 -100.0% Q3 2025 Nov 20, 2025
1248 Management, LLC History Closed out 0 0 — 0.01% — -320 -100.0% Q3 2025 Nov 14, 2025
PIN OAK INVESTMENT ADVISORS INC History Reduced 4 0 — 0.01% — -306 -98.71% Q4 2025 Feb 13, 2026
CoreFirst Bank & Trust History Closed out 0 0 — 0.01% — -300 -100.0% Q3 2025 Nov 13, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -283 -100.0% Q3 2025 Oct 07, 2025
Main Street Group, LTD History Closed out 0 0 — 0.0% — -164 -100.0% Q3 2025 Nov 07, 2025
Clearstead Trust, LLC History Closed out 0 0 — 0.0% — -161 -100.0% Q3 2025 Nov 10, 2025
Washington Trust Advisors, Inc. History Closed out 0 0 — 0.0% — -154 -100.0% Q3 2025 Nov 10, 2025
WOLFF WIESE MAGANA LLC History Closed out 0 0 — 0.0% — -137 -100.0% Q3 2025 Oct 28, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.0% — -132 -100.0% Q3 2025 Nov 14, 2025
Coastline Trust Co History Closed out 0 0 — 0.0% — -80 -100.0% Q3 2025 Oct 21, 2025
Darwin Wealth Management, LLC History Closed out 0 0 — 0.0% — -70 -100.0% Q3 2025 Oct 16, 2025
PERRITT CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -46 -100.0% Q3 2025 Nov 17, 2025
MCF Advisors LLC History Closed out 0 0 — 0.0% — -44 -100.0% Q3 2025 Nov 05, 2025
Bare Financial Services, Inc History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2025 Nov 12, 2025
Byrne Asset Management LLC History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2025 Oct 22, 2025
Capital Analysts, LLC History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2025 Nov 14, 2025
Scarborough Advisors, LLC History Closed out 0 0 — — — -14 -100.0% Q3 2025 Feb 17, 2026
Trust Co History New 12 0 — — — +12 New Q4 2025 Jan 15, 2026
Lodestone Wealth Management LLC History New 11 0 — — — +11 New Q4 2025 Jan 15, 2026
Nemes Rush Group LLC History New 9 0 — — — +9 New Q4 2025 Feb 11, 2026
ESL Trust Services, LLC History Closed out 0 0 — — — -8 -100.0% Q3 2025 Nov 04, 2025
Palisade Asset Management, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2025 Nov 17, 2025
Whipplewood Advisors, LLC History New 5 0 — — — +5 New Q4 2025 Feb 17, 2026
TOTH FINANCIAL ADVISORY CORP History New 3 0 — — — +3 New Q4 2025 Jan 20, 2026
Accordant Advisory Group Inc History New 3 0 — — — +3 New Q4 2025 Jan 22, 2026
Rise Advisors, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Oct 08, 2025
Beaird Harris Wealth Management, LLC History No change 6 0 — — — 0 0.0% Q4 2025 Feb 23, 2026
Turning Point Benefit Group, Inc. History No change 6 0 — — — 0 0.0% Q4 2025 Jan 30, 2026
WPG Advisers, LLC History No change 8 0 — — — 0 0.0% Q4 2025 Jan 28, 2026