BANK MONTREAL MEDIUM - BMO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 22 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
ROYAL BANK OF CANADA History New 56,358,903 7,313,760 1.19% — 1 +56,358,903 New Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 33,017,205 4,287,878 0.06% 0.06% 2 +673,248 2.08% Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Reduced 28,548,428 3,707,596 1.28% 1.43% 3 -137,465 -0.48% Q4 2025 Feb 12, 2026
TD ASSET MANAGEMENT INC History Added to 19,372,601 2,519,180 2.03% 2.02% 4 +293,575 1.54% Q4 2025 Feb 10, 2026
CIBC WORLD MARKET INC. History Added to 13,201,773 1,714,646 2.76% 3.08% 5 +6,918 0.05% Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 11,014,672 1,566,243 1.42% 1.62% 6 -250,694 -2.23% Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Added to 10,487,243 1,361,139 1.04% 0.67% 7 +3,980,743 61.18% Q4 2025 Feb 13, 2026
FIL Ltd History Added to 9,445,162 1,226,622 0.92% 0.84% 8 +1,245,500 15.19% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 9,293,270 1,210,413 1.43% 1.5% 9 -223,045 -2.34% Q4 2025 Feb 18, 2026
TORONTO DOMINION BANK History Added to 8,318,068 1,080,288 1.59% 1.64% 10 +210,304 2.59% Q4 2025 Feb 17, 2026
NORGES BANK History New 8,156,958 1,059,319 0.11% — 11 +8,156,958 New Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 7,030,219 932,242 0.06% 0.06% 12 +442,812 6.72% Q4 2025 Feb 09, 2026
FMR LLC History Reduced 6,597,931 856,857 0.04% 0.05% 13 -1,500,741 -18.53% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 6,325,714 821,523 0.55% 0.35% 14 +2,475,121 64.28% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History Reduced 6,237,739 814,500 1.97% 2.75% 15 -1,022,421 -14.08% Q4 2025 Feb 10, 2026
BANK OF NOVA SCOTIA History Reduced 5,965,369 774,680 1.15% 1.47% 16 -408,232 -6.41% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 5,419,567 704,751 1.2% 1.27% 17 0 0.0% Q4 2025 Feb 17, 2026
Beutel, Goodman & Co Ltd. History Reduced 4,990,717 648,983 3.99% 4.23% 18 -397,009 -7.37% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 4,550,324 591,714 0.13% 0.13% 19 +24,658 0.54% Q4 2025 Feb 09, 2026
Fiera Capital Corp History Added to 3,981,598 517,250 1.64% 1.67% 20 +14,378 0.36% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 4,629,064 516,604 0.03% 0.02% 21 +2,368,414 104.77% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 3,741,521 485,935 0.27% 0.25% 22 +382,014 11.37% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,588,944 465,815 0.1% 0.1% 23 +31,478 0.88% Q4 2025 Feb 12, 2026
SCOTIA CAPITAL INC. History Added to 3,577,883 464,503 1.87% 1.97% 24 +6,122 0.17% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Reduced 3,377,840 438,798 1.68% 1.75% 25 -50,178 -1.46% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 3,298,018 427,988 0.03% 0.03% 26 -736,168 -18.25% Q4 2025 Feb 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 3,267,462 424,377 0.71% 0.77% 27 -5,172 -0.16% Q4 2025 Feb 13, 2026
SIG North Trading, ULC History Added to 3,159,148 410,025 7.48% 6.82% 28 +480,448 17.94% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 2,804,743 365,007 0.3% — 29 +2,804,743 New Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,407,604 311,795 0.02% 0.03% 30 -722,021 -23.07% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Reduced 2,316,589 300,775 1.87% 2.01% 31 -60,308 -2.54% Q4 2025 Jan 27, 2026
CITIGROUP INC History Added to 8,452,119 295,880 0.13% 0.06% 32 +5,949,737 237.76% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 2,069,545 268,763 0.7% 0.94% 33 -210,310 -9.22% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,039,281 264,678 0.03% 0.06% 34 -1,693,437 -45.37% Q4 2025 Mar 25, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,968,071 255,924 0.04% 0.04% 35 +15,814 0.81% Q4 2025 Feb 13, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Reduced 1,674,225 217,713 3.56% 3.97% 36 -100,644 -5.67% Q4 2025 Feb 11, 2026
Invesco Ltd. History Reduced 1,576,288 204,586 0.03% 0.03% 37 -30,081 -1.87% Q4 2025 Feb 19, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,521,909 197,528 0.06% 0.06% 38 -3,508 -0.23% Q4 2025 Jan 22, 2026
DEUTSCHE BANK AG\ History Added to 1,450,662 188,281 0.06% 0.06% 39 +75,217 5.47% Q4 2025 Feb 11, 2026
Cardinal Capital Management, Inc. History Reduced 988,492 176,198 3.96% 4.17% 40 -119,500 -10.79% Q4 2025 Jan 22, 2026
Newport Trust Company, LLC History Reduced 1,315,207 170,700 0.41% 0.39% 41 -6,708 -0.51% Q4 2025 Feb 06, 2026
Amundi History Added to 1,289,261 169,248 0.05% 0.04% 42 +319,957 33.01% Q4 2025 Feb 17, 2026
OMERS ADMINISTRATION Corp History Added to 1,244,155 161,787 1.15% 1.06% 43 +111,200 9.82% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 1,201,968 156,281 0.26% 0.68% 44 -1,789,702 -59.82% Q4 2025 Feb 10, 2026
Clearbridge Investments, LLC History Reduced 1,185,077 153,811 0.12% 0.13% 45 -111,373 -8.59% Q4 2025 Feb 11, 2026
MUFG SECURITIES (CANADA), LTD. History Reduced 1,083,543 140,748 3.91% 4.32% 46 -101,847 -8.59% Q4 2025 Feb 13, 2026
Aviso Financial Inc. History Added to 1,022,316 132,770 5.05% 5.31% 47 +20,217 2.02% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 1,280,056 131,151 0.02% 0.02% 48 +136,660 11.95% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History Reduced 1,000,300 129,909 0.77% 1.03% 49 -108,200 -9.76% Q4 2025 Feb 19, 2026
Addenda Capital Inc. History Reduced 725,333 129,290 3.79% 3.94% 50 -9,283 -1.26% Q4 2025 Jan 22, 2026
BCV Asset Management Inc. History New 654,737 127,676 3.23% — 51 +654,737 New Q4 2025 Feb 17, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 935,883 121,543 0.64% 0.46% 52 +314,716 50.67% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 721,707 116,460 0.05% 0.05% 53 +23,288 3.33% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Reduced 865,639 112,351 0.19% 0.27% 54 -323,454 -27.2% Q4 2025 Feb 12, 2026
Oriental Harbor Investment Master Fund History Reduced 4,193,340 105,923 8.05% 11.2% 55 -766,600 -15.46% Q4 2025 Jan 27, 2026
Bank of New York Mellon Corp History Reduced 738,973 95,911 0.02% 0.02% 56 -17,527 -2.32% Q4 2025 Feb 10, 2026
AGF MANAGEMENT LTD History Added to 637,754 94,285 0.41% 0.26% 57 +275,114 75.86% Q4 2025 Feb 17, 2026
GUARDIAN CAPITAL LP History Reduced 680,733 88,447 2.62% 7.23% 58 -1,036,509 -60.36% Q4 2025 Feb 18, 2026
BlackRock, Inc. History Added to 644,302 83,624 0.0% 0.0% 59 +3,121 0.49% Q4 2025 Feb 12, 2026
VAN ECK ASSOCIATES CORP History Added to 619,368 80,445 0.07% 0.06% 60 +140,617 29.37% Q4 2025 Feb 13, 2026
AVIVA PLC History Added to 610,264 79,315 0.13% 0.14% 61 +31,565 5.45% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 546,110 70,879 0.01% 0.01% 62 +2,360 0.43% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 533,388 69,360 0.02% 0.02% 63 -1,237 -0.23% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 526,089 67,761 0.01% 0.04% 64 -1,636,816 -75.68% Q4 2025 Jan 29, 2026
BANK OF NOVA SCOTIA TRUST CO History Added to 511,456 66,381 5.77% 6.12% 65 +5,957 1.18% Q4 2025 Feb 12, 2026
Quadrature Capital Ltd History New 507,782 66,025 0.67% — 66 +507,782 New Q4 2025 Feb 17, 2026
Korea Investment CORP History Added to 488,726 63,553 0.13% 0.11% 67 +76,214 18.48% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Added to 479,492 62,233 0.32% 0.0% 68 +472,000 6300.05% Q4 2025 Feb 09, 2026
Hillsdale Investment Management Inc. History Reduced 478,120 62,203 1.72% 2.07% 69 -46,902 -8.93% Q4 2025 Feb 10, 2026
Value Partners Investments Inc. History Reduced 465,338 60,518 4.64% 5.44% 70 -45,983 -8.99% Q4 2025 Jan 08, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History Reduced 464,627 60,341 4.14% 4.62% 71 -129,676 -21.82% Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Reduced 399,601 54,701 0.17% 0.18% 72 -18,138 -4.34% Q4 2025 Feb 18, 2026
Pictet Asset Management Holding SA History Added to 401,756 52,243 0.05% 0.05% 73 +4,973 1.25% Q4 2025 Jan 29, 2026
Guardian Partners Inc. History Added to 371,924 52,159 4.18% 3.74% 74 +33,190 9.8% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 391,429 50,835 0.17% 0.17% 75 +27,551 7.57% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 382,192 49,604 0.02% 0.02% 76 -110,756 -22.47% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 390,609 48,586 0.01% 0.01% 77 +6,157 1.6% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 365,849 47,541 0.01% 0.01% 78 -104,042 -22.14% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 533,168 46,771 0.01% 0.01% 79 -318,225 -37.38% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 356,827 46,411 0.08% 0.08% 80 -83,727 -19.0% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 350,787 45,534 0.05% 0.01% 81 +265,852 313.01% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 356,419 44,700 0.01% 0.02% 82 -114,482 -24.31% Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 342,857 44,273 0.01% 0.02% 83 -58,329 -14.54% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Reduced 318,561 41,439 0.05% 0.05% 84 -51,830 -13.99% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 317,254 41,201 0.01% 0.01% 85 +18,225 6.09% Q4 2025 Feb 11, 2026
APG Asset Management N.V. History Reduced 368,969 40,852 0.12% 0.13% 86 -40,331 -9.85% Q4 2025 Feb 12, 2026
Purpose Unlimited Inc. History New 301,031 39,094 1.79% — 87 +301,031 New Q4 2025 Mar 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 299,918 39,000 0.08% 0.09% 88 +8,734 3.0% Q4 2025 Jan 27, 2026
FIRST TRUST ADVISORS LP History Reduced 288,183 37,404 0.03% 0.03% 89 -12,212 -4.07% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 280,923 36,482 0.02% 0.02% 90 +37,308 15.31% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 275,988 35,838 0.02% 0.0% 91 +230,020 500.39% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 259,753 33,777 0.08% — 92 +259,753 New Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 233,814 30,404 0.27% 0.16% 93 +95,886 69.52% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Added to 212,172 27,589 0.02% 0.02% 94 +26,607 14.34% Q4 2025 Feb 13, 2026
INTACT INVESTMENT MANAGEMENT INC. History Reduced 212,320 27,572 0.79% 0.86% 95 -4,910 -2.26% Q4 2025 Feb 02, 2026
Candriam S.C.A. History Added to 209,417 27,233 0.14% 0.12% 96 +28,854 15.98% Q4 2025 Feb 13, 2026
MONTRUSCO BOLTON INVESTMENTS INC. History Reduced 208,443 27,105 0.34% 0.34% 97 -18,698 -8.23% Q4 2025 Jan 29, 2026
Rempart Asset Management Inc. History Reduced 207,665 26,984 5.1% 5.35% 98 -14,105 -6.36% Q4 2025 Jan 12, 2026
Man Group plc History Added to 204,396 26,570 0.05% 0.01% 99 +162,237 384.82% Q4 2025 Feb 17, 2026
Investment Management Corp of Ontario History Added to 185,538 24,080 0.32% 0.24% 100 +61,662 49.78% Q4 2025 Feb 17, 2026
FORSTA AP-FONDEN History Reduced 180,600 23,484 0.14% 0.17% 101 -34,000 -15.84% Q4 2025 Feb 10, 2026
Cardinal Point Capital Management ULC History Added to 178,488 23,212 1.52% 1.62% 102 +1,041 0.59% Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Reduced 310,518 22,448 0.03% 0.04% 103 -101,209 -24.58% Q4 2025 Feb 17, 2026
CANERECTOR INC History No change 125,000 22,281 10.9% 11.57% 104 0 0.0% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 193,695 22,139 0.03% 0.04% 105 -657,819 -77.25% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 167,805 21,788 0.12% 0.12% 106 +8,148 5.1% Q4 2025 Feb 11, 2026
Skandinaviska Enskilda Banken AB (publ) History Added to 167,739 21,770 0.09% 0.06% 107 +56,288 50.5% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 282,441 21,628 0.03% 0.03% 108 +20,759 7.93% Q4 2025 Jan 08, 2026
Mn Services Vermogensbeheer B.V. History Added to 165,213 21,484 0.13% 0.12% 109 +23,113 16.27% Q4 2025 Jan 15, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 164,995 21,455 0.11% 0.11% 110 +2,674 1.65% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History New 110,065 19,624 0.02% — 111 +110,065 New Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Reduced 149,400 19,390 0.17% 0.09% 112 -17,100 -10.27% Q4 2025 Feb 11, 2026
Northwest & Ethical Investments L.P. History Added to 146,858 19,072 0.43% 0.44% 113 +4,689 3.3% Q4 2025 Feb 17, 2026
Varma Mutual Pension Insurance Co History New 143,329 18,638 0.11% — 114 +143,329 New Q4 2025 Feb 02, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 131,825 17,142 0.04% 0.06% 115 -32,981 -20.01% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 123,490 16,027 0.01% 0.02% 116 -24,152 -16.36% Q4 2025 Feb 13, 2026
Generali Asset Management SPA SGR History Added to 86,672 15,449 0.32% 0.29% 117 +11,320 15.02% Q4 2025 Feb 03, 2026
Triasima Portfolio Management inc. History Added to 116,166 15,106 2.26% 1.96% 118 +16,274 16.29% Q4 2025 Feb 02, 2026
OpenArc Corporate Advisory, LLC History New 116,031 15,059 0.25% — 119 +116,031 New Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 113,523 14,734 0.04% 0.04% 120 +6,100 5.68% Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 110,795 14,386 0.07% — 121 +110,795 New Q4 2025 Feb 04, 2026
DekaBank Deutsche Girozentrale History No change 144,747 14,258 0.02% 0.03% 122 0 0.0% Q4 2025 Jan 28, 2026
USS Investment Management Ltd History No change 109,149 14,185 0.07% 0.06% 123 0 0.0% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Reduced 107,319 13,937 0.04% 0.04% 124 -2,600 -2.37% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 107,173 13,909 0.11% — 125 +107,173 New Q4 2025 Feb 18, 2026
FNY Investment Advisers, LLC History New 104,200 13,524 3.82% — 126 +104,200 New Q4 2025 Jan 16, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History New 102,160 13,284 0.19% — 127 +102,160 New Q4 2025 Feb 11, 2026
Lorne Steinberg Wealth Management Inc. History Added to 98,630 12,826 2.95% 3.06% 128 +1,253 1.29% Q4 2025 Jan 27, 2026
Capital Wealth Planning, LLC History Added to 96,785 12,794 0.08% 0.02% 129 +79,980 475.93% Q4 2025 Feb 11, 2026
Murchinson Ltd. History Added to 98,347 12,764 2.05% 0.99% 130 +38,347 63.91% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 96,551 12,555 0.1% 0.11% 131 -8,251 -7.87% Q4 2025 Feb 13, 2026
American Assets Investment Management, LLC History No change 96,000 12,459 0.86% 0.92% 132 0 0.0% Q4 2025 Feb 03, 2026
IMC-Chicago, LLC History Reduced 91,200 11,836 0.0% 0.0% 133 -800 -0.87% Q4 2025 Jan 29, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Reduced 43,045 11,691 2.82% 4.08% 134 -56,477 -56.75% Q4 2025 Feb 12, 2026
Claret Asset Management Corp History Added to 89,014 11,561 1.34% 1.37% 135 +462 0.52% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Reduced 437,552 11,319 0.38% 0.54% 136 -93,501 -17.61% Q4 2025 Feb 06, 2026
Utah Retirement Systems History No change 80,732 10,498 0.1% 0.1% 137 0 0.0% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 80,729 10,497 0.0% 0.0% 138 -17,605 -17.9% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 76,440 9,921 0.01% 0.03% 139 -78,000 -50.51% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Reduced 75,551 9,816 0.2% 0.21% 140 -322 -0.42% Q4 2025 Feb 17, 2026
Monaco Asset Management SAM History No change 75,000 9,734 1.69% 0.59% 141 0 0.0% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 86,168 9,590 0.01% 0.01% 142 +8,773 11.34% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 73,683 9,581 0.03% 0.05% 143 -58,125 -44.1% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 72,166 9,366 0.01% 0.01% 144 +6,350 9.65% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 88,104 9,203 0.01% 0.01% 145 +1,859 2.16% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 68,590 8,902 0.0% 0.0% 146 -622 -0.9% Q4 2025 Feb 17, 2026
Creative Planning History Added to 68,292 8,676 0.01% 0.01% 147 +2,978 4.56% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Reduced 66,250 8,598 0.02% 0.03% 148 -63,750 -49.04% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 64,797 8,410 0.01% 0.01% 149 -16,417 -20.21% Q4 2025 Feb 02, 2026
Avanza Fonder AB History No change 45,580 8,124 0.21% 0.21% 150 0 0.0% Q4 2025 Jan 12, 2026
JANUS HENDERSON GROUP PLC History Added to 62,227 8,097 0.0% 0.0% 151 +6,100 10.87% Q4 2025 Feb 17, 2026
JCIC Asset Management Inc. History Reduced 60,290 7,830 2.4% 2.48% 152 -647 -1.06% Q4 2025 Jan 22, 2026
M&T BANK CORP History Added to 57,622 7,478 0.02% 0.03% 153 +433 0.76% Q4 2025 Jan 30, 2026
TWO SIGMA ADVISERS, LP History Added to 53,898 6,995 0.01% 0.0% 154 +52,198 3070.47% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 52,635 6,831 0.05% 0.06% 155 +218 0.42% Q4 2025 Feb 18, 2026
Osmosis Investment Management UK Ltd History New 51,988 6,757 0.17% — 156 +51,988 New Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 44,685 6,570 0.0% 0.0% 157 +2,124 4.99% Q4 2025 Feb 17, 2026
Dana Investment Advisors, Inc. History Reduced 50,565 6,562 0.19% 0.19% 158 -450 -0.88% Q4 2025 Feb 05, 2026
ROMANO BROTHERS AND COMPANY History Reduced 50,238 6,520 0.74% 0.75% 159 -70 -0.14% Q4 2025 Jan 14, 2026
K.J. Harrison & Partners Inc History Reduced 49,606 6,451 0.86% 0.95% 160 -1,241 -2.44% Q4 2025 Feb 03, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 48,196 6,259 0.27% 0.06% 161 +37,500 350.6% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 47,435 6,156 0.01% 0.01% 162 +12,454 35.6% Q4 2025 Feb 17, 2026
Kepler Cheuvreux (Suisse) SA History New 34,266 6,107 0.34% — 163 +34,266 New Q4 2025 Feb 04, 2026
Walleye Capital LLC History Added to 46,877 6,084 0.02% 0.01% 164 +21,877 87.51% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History Reduced 86,879 5,979 0.2% 0.2% 166 -79,187 -47.68% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Reduced 1,300 5,979 0.39% 0.39% 165 -2 -0.15% Q4 2025 Jan 23, 2026
Allianz Asset Management GmbH History Added to 45,340 5,895 0.01% 0.01% 167 +2,954 6.97% Q4 2025 Feb 11, 2026
Northwest Bancshares, Inc. History Reduced 42,835 5,559 1.07% 1.11% 168 -8,546 -16.63% Q4 2025 Feb 13, 2026
PCJ Investment Counsel Ltd. History Reduced 41,850 5,435 1.34% 1.72% 169 -5,720 -12.02% Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History Reduced 53,545 5,420 0.01% 0.02% 170 -2,447 -4.37% Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Added to 79,284 5,395 0.59% 0.48% 171 +18,008 29.39% Q4 2025 Jan 23, 2026
Rathbones Group PLC History Reduced 41,384 5,381 0.02% 0.02% 172 -20 -0.05% Q4 2025 Feb 06, 2026
Cumberland Partners Ltd History Added to 41,008 5,329 0.33% 0.18% 173 +19,381 89.61% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History Reduced 40,491 5,263 0.01% 0.01% 174 -5,077 -11.14% Q4 2025 Feb 05, 2026
NATIXIS History Added to 40,128 5,208 0.02% 0.02% 175 +4,092 11.36% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 40,125 5,207 0.07% 0.0% 176 +37,907 1709.06% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 20,597 5,018 0.06% — 177 +20,597 New Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 37,770 4,902 0.01% 0.01% 178 -3,651 -8.81% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Reduced 37,639 4,885 0.01% 0.01% 179 -509 -1.33% Q4 2025 Feb 13, 2026
Avestar Capital, LLC History New 18,583 4,823 0.31% — 180 +18,583 New Q4 2025 Feb 10, 2026
Capital Investment Advisory Services, LLC History Added to 70,517 4,798 0.34% 0.38% 181 +1,760 2.56% Q4 2025 Jan 21, 2026
Harvest Portfolios Group Inc. History Added to 36,879 4,789 0.08% 0.08% 182 +3,963 12.04% Q4 2025 Feb 06, 2026
Gulf International Bank (UK) Ltd History No change 36,241 4,707 0.15% 0.22% 183 0 0.0% Q4 2025 Feb 10, 2026
Walleye Trading LLC History Reduced 36,100 4,685 0.01% 0.01% 184 -15,700 -30.31% Q4 2025 Feb 13, 2026
PEAK6 LLC History No change 35,300 4,581 0.01% 0.01% 185 0 0.0% Q4 2025 Mar 12, 2026
ST GERMAIN D J CO INC History Reduced 34,589 4,489 0.17% 0.19% 186 -1,238 -3.46% Q4 2025 Jan 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 33,655 4,413 0.0% 0.0% 187 -1,337 -3.82% Q4 2025 Feb 06, 2026
BARCLAYS PLC History Reduced 53,446 4,373 0.0% 0.0% 188 -4,551 -7.85% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History No change 33,600 4,360 0.06% 0.06% 189 0 0.0% Q4 2025 Feb 05, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 33,219 4,311 0.01% 0.01% 190 +1,581 5.0% Q4 2025 Feb 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 32,281 4,189 0.19% 0.37% 191 -25,695 -44.32% Q4 2025 Feb 11, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 32,200 4,179 0.01% 26.0% 192 -10,800 -25.12% Q4 2025 Feb 17, 2026
Vertex Planning Partners, LLC History No change 31,959 4,147 0.96% 0.8% 193 0 0.0% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History No change 30,829 4,008 0.01% 0.01% 194 0 0.0% Q4 2025 Feb 12, 2026
XTX Topco Ltd History Reduced 30,479 3,955 0.1% 0.15% 195 -46,620 -60.47% Q4 2025 Feb 17, 2026
Magnetar Financial LLC History New 29,585 3,839 0.04% — 196 +29,585 New Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History Added to 28,871 3,747 0.18% 0.03% 197 +25,519 761.31% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 28,428 3,689 0.0% 0.0% 198 -411 -1.43% Q4 2025 Feb 06, 2026
Genus Capital Management Inc. History Added to 27,522 3,578 0.42% 0.41% 199 +131 0.48% Q4 2025 Feb 09, 2026
Sciencast Management LP History Reduced 27,367 3,551 0.49% 0.69% 200 -850 -3.01% Q4 2025 Feb 17, 2026
Ewing Morris & Co. Investment Partners Ltd. History Reduced 26,588 3,499 1.53% 1.5% 201 -391 -1.45% Q4 2025 Feb 17, 2026
Waratah Capital Advisors Ltd. History Reduced 25,894 3,360 0.11% 0.21% 202 -64,654 -71.4% Q4 2025 Feb 09, 2026
US BANCORP \DE\ History Added to 24,860 3,226 0.0% 0.0% 203 +2,219 9.8% Q4 2025 Jan 30, 2026
DAVENPORT & Co LLC History Reduced 24,715 3,207 0.02% 0.02% 204 -6,890 -21.8% Q4 2025 Jan 12, 2026
Kestra Advisory Services, LLC History Reduced 28,092 3,192 0.01% 0.02% 205 -1,056 -3.62% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 24,071 3,128 0.0% 0.01% 206 -10,059 -29.47% Q4 2025 Mar 09, 2026
SIMPLEX TRADING, LLC History Reduced 24,000 3,114 0.0% 0.01% 207 -66,537 -73.49% Q4 2025 Feb 11, 2026
Carnegie Investment Counsel History Reduced 23,993 3,114 0.06% 0.06% 208 -75 -0.31% Q4 2025 Jan 23, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History New 23,900 3,101 0.05% — 209 +23,900 New Q4 2025 Feb 17, 2026
Ilmarinen Mutual Pension Insurance Co History No change 23,701 3,086 0.02% 0.02% 210 0 0.0% Q4 2025 Feb 10, 2026
Burkett Asset Management Ltd History New 23,700 3,082 3.11% — 211 +23,700 New Q4 2025 Feb 12, 2026
Gold Investment Management Ltd. History Added to 22,899 2,973 0.95% 0.99% 212 +244 1.08% Q4 2025 Jan 28, 2026
QUADRANT CAPITAL GROUP LLC History No change 22,807 2,960 0.09% 0.1% 213 0 0.0% Q4 2025 Feb 13, 2026
Tactive Advisors, LLC History Added to 43,481 2,958 0.87% 0.78% 214 +3,891 9.83% Q4 2025 Jan 09, 2026
ASR Vermogensbeheer N.V. History No change 22,213 2,888 0.03% 0.04% 215 0 0.0% Q4 2025 Feb 03, 2026
Assenagon Asset Management S.A. History Reduced 21,735 2,826 0.0% 0.0% 216 -1,471 -6.34% Q4 2025 Jan 09, 2026
GROUP ONE TRADING LLC History Added to 21,566 2,799 0.0% 0.0% 217 +3,995 22.74% Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 21,501 2,790 0.03% 0.03% 218 +875 4.24% Q4 2025 Feb 13, 2026
Metis Global Partners, LLC History Reduced 21,352 2,772 0.07% 0.08% 219 -5,812 -21.4% Q4 2025 Feb 11, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 21,295 2,769 0.2% 0.44% 220 -37,398 -63.72% Q4 2025 Jan 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 21,268 2,760 0.0% 0.0% 221 +5,568 35.46% Q4 2025 Feb 10, 2026
Private Advisor Group, LLC History Reduced 20,718 2,688 0.01% 0.01% 222 -1,891 -8.36% Q4 2025 Feb 17, 2026
Ethos Capital Management, Inc. History New 37,909 2,579 2.43% — 223 +37,909 New Q4 2025 Jan 21, 2026
Janney Montgomery Scott LLC History Reduced 19,785 2,568 0.01% 0.01% 224 -3,730 -15.86% Q4 2025 Feb 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 19,492 2,529 0.04% 0.04% 225 0 0.0% Q4 2025 Jan 22, 2026
Genesis Financial Group, LLC History New 10,300 2,509 1.46% — 226 +10,300 New Q4 2025 Jan 16, 2026
Laird Norton Wetherby Trust Company, LLC History New 19,245 2,497 0.05% — 227 +19,245 New Q4 2025 Feb 17, 2026
UniSuper Management Pty Ltd History Added to 13,900 2,477 0.01% 0.01% 228 +1,500 12.1% Q4 2025 Feb 12, 2026
Silver Lake Advisory, LLC History No change 18,858 2,447 0.95% 0.98% 229 0 0.0% Q4 2025 Jan 09, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 18,800 2,440 0.08% — 230 +18,800 New Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 18,264 2,370 0.05% 0.08% 231 -7,975 -30.39% Q4 2025 Feb 05, 2026
Cerity Partners LLC History Added to 18,079 2,346 0.0% 0.0% 232 +3,844 27.0% Q4 2025 Feb 11, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 17,780 2,307 0.17% 0.18% 233 +80 0.45% Q4 2025 Feb 04, 2026
Squarepoint Ops LLC History New 17,356 2,252 0.0% — 234 +17,356 New Q4 2025 Feb 13, 2026
NorthRock Partners, LLC History Reduced 17,186 2,230 0.04% 0.04% 235 -393 -2.24% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 17,151 2,226 0.04% 0.07% 236 +1,830 11.94% Q4 2025 Feb 11, 2026
First Bank & Trust History Added to 17,135 2,223 0.36% 0.37% 237 +299 1.78% Q4 2025 Jan 12, 2026
TRUE Private Wealth Advisors History Reduced 85,338 2,155 0.22% 0.26% 238 -1,346 -1.55% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 15,996 2,080 0.0% — 239 +15,996 New Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Reduced 15,976 2,073 0.03% 0.05% 240 -8,661 -35.15% Q4 2025 Feb 03, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 15,553 2,018 0.04% 0.03% 241 +4,704 43.36% Q4 2025 Jan 23, 2026
TWO SIGMA SECURITIES, LLC History Reduced 10,275 2,000 0.27% 0.13% 242 -303,085 -96.72% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 36,064 1,958 0.01% 0.01% 243 +6,979 24.0% Q4 2025 Feb 12, 2026
Union Bancaire Privee, UBP SA History Reduced 14,862 1,954 0.02% 0.04% 244 -7,518 -33.59% Q4 2025 Jan 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 14,999 1,946 0.0% 0.0% 245 -13,117 -46.65% Q4 2025 Feb 10, 2026
Orion Porfolio Solutions, LLC History Added to 14,646 1,900 0.01% 0.01% 246 +3,238 28.38% Q4 2025 Feb 12, 2026
CenterBook Partners LP History Added to 14,048 1,823 0.09% 0.04% 248 +8,366 147.24% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Reduced 14,053 1,823 0.0% 0.0% 247 -3,615 -20.46% Q4 2025 Jan 23, 2026
Rockefeller Capital Management L.P. History Added to 13,904 1,804 0.0% 0.0% 249 +7,507 117.35% Q4 2025 Mar 16, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 13,730 1,782 0.01% 0.01% 250 -3,667 -21.08% Q4 2025 Feb 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 13,700 1,781 0.0% 0.0% 251 -900 -6.16% Q4 2025 Feb 02, 2026
Curbstone Financial Management Corp History Reduced 13,684 1,776 0.34% 0.35% 252 -150 -1.08% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Reduced 13,404 1,739 0.02% 0.03% 253 -3,819 -22.17% Q4 2025 Feb 05, 2026
Pathstone Holdings, LLC History New 13,257 1,720 0.01% — 254 +13,257 New Q4 2025 Feb 13, 2026
&PARTNERS History Reduced 13,249 1,719 0.01% 0.01% 255 -2,251 -14.52% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Added to 13,064 1,695 0.0% 0.0% 256 +2,772 26.93% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 13,039 1,692 0.0% 0.0% 257 +2,193 20.22% Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 12,983 1,688 0.01% 0.48% 258 -392,986 -96.8% Q4 2025 Feb 11, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 12,746 1,658 0.24% 0.24% 259 -203 -1.57% Q4 2025 Jan 20, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 12,700 1,649 0.0% — 260 +12,700 New Q4 2025 Feb 17, 2026
Quantbot Technologies LP History New 12,693 1,647 0.05% — 261 +12,693 New Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 12,552 1,629 0.0% 0.0% 262 +2,812 28.87% Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History No change 12,413 1,611 0.05% 0.05% 263 0 0.0% Q4 2025 Feb 10, 2026
Centric Wealth Management History Added to 71,218 1,603 0.34% 0.51% 264 +685 0.97% Q4 2025 Feb 04, 2026
Dynamic Technology Lab Private Ltd History New 12,270 1,593 0.36% — 265 +12,270 New Q4 2025 Feb 13, 2026
Alphadyne Asset Management LP History Added to 11,900 1,544 0.04% 0.05% 266 +6,900 138.0% Q4 2025 Feb 17, 2026
Probity Advisors, Inc. History Reduced 11,785 1,529 0.24% 0.26% 267 -586 -4.74% Q4 2025 Jan 27, 2026
Entropy Technologies, LP History New 11,550 1,499 0.08% — 268 +11,550 New Q4 2025 Feb 13, 2026
STATE STREET CORP History No change 11,465 1,488 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Reduced 19,770 1,487 0.04% 0.04% 270 -443 -2.19% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 103,318 1,465 0.0% 0.01% 271 -124,035 -54.56% Q4 2025 Jan 09, 2026
SIGNATUREFD, LLC History Reduced 11,014 1,463 0.02% 0.02% 272 -1,270 -10.34% Q4 2025 Jan 20, 2026
Turn8 Private Wealth Inc. History Added to 11,122 1,445 1.04% 1.03% 273 +104 0.94% Q4 2025 Feb 10, 2026
ESG Planning DBA Harper Investing History Reduced 56,276 1,421 0.61% 1.36% 274 -41,820 -42.63% Q4 2025 Feb 04, 2026
NewEdge Advisors, LLC History Reduced 36,685 1,392 0.01% 0.01% 275 -2,292 -5.88% Q4 2025 Feb 18, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 10,645 1,382 0.01% 0.01% 276 -9,977 -48.38% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 10,530 1,367 0.0% 0.0% 277 -3,105 -22.77% Q4 2025 Feb 05, 2026
FULTON BANK, N.A. History Reduced 10,101 1,311 0.05% 0.06% 278 -3,559 -26.05% Q4 2025 Jan 08, 2026
Independent Advisor Alliance History Added to 9,873 1,281 0.03% 0.03% 279 +727 7.95% Q4 2025 Feb 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 17,883 1,268 0.0% 0.0% 280 +10,821 153.23% Q4 2025 Feb 18, 2026
Smithfield Trust Co History No change 9,766 1,268 0.06% 0.06% 281 0 0.0% Q4 2025 Feb 09, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History No change 9,618 1,249 0.03% 0.03% 282 0 0.0% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Added to 14,350 1,244 0.05% 0.04% 283 +1,172 8.89% Q4 2025 Feb 17, 2026
Morningstar Investment Management LLC History New 9,571 1,243 0.07% — 284 +9,571 New Q4 2025 Feb 09, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 9,395 1,219 0.16% 0.16% 285 -85 -0.9% Q4 2025 Feb 13, 2026
First American Bank History No change 9,360 1,214 0.07% 0.08% 286 0 0.0% Q4 2025 Jan 20, 2026
Berger Financial Group, Inc History No change 9,350 1,213 0.07% 0.07% 287 0 0.0% Q4 2025 Jan 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 9,297 1,206 0.0% 0.0% 288 -395 -4.08% Q4 2025 Jan 30, 2026
PRUDENTIAL FINANCIAL INC History Reduced 9,170 1,191 0.0% 0.0% 289 -3,335 -26.67% Q4 2025 Feb 13, 2026
Raleigh Capital Management Inc. History Reduced 9,168 1,189 0.43% 0.6% 290 -2,962 -24.42% Q4 2025 Jan 21, 2026
Abacus Wealth Partners, LLC History New 9,121 1,183 0.12% — 291 +9,121 New Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History Reduced 8,888 1,153 0.03% 0.06% 292 -7,221 -44.83% Q4 2025 Feb 06, 2026
Tacita Capital Inc History Added to 8,656 1,124 0.65% 0.66% 293 +289 3.45% Q4 2025 Feb 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 8,627 1,119 0.03% 0.03% 294 -102 -1.17% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 8,555 1,110 0.03% 0.03% 295 +535 6.67% Q4 2025 Feb 19, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 8,417 1,092 0.0% 0.0% 296 +70 0.84% Q4 2025 Feb 17, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 8,400 1,092 0.22% 0.24% 297 -28 -0.33% Q4 2025 Jan 16, 2026
Ausdal Financial Partners, Inc. History Added to 8,308 1,078 0.05% 0.05% 298 +101 1.23% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 8,173 1,060 0.03% 0.03% 299 +9 0.11% Q4 2025 Jan 29, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 8,099 1,051 0.04% 0.04% 300 -75 -0.92% Q4 2025 Feb 09, 2026
Redhawk Wealth Advisors, Inc. History Added to 8,080 1,048 0.12% 0.11% 301 +1,091 15.61% Q4 2025 Jan 14, 2026
Callan Family Office, LLC History Added to 7,837 1,017 0.02% 0.01% 302 +6,050 338.56% Q4 2025 Feb 12, 2026
SYON CAPITAL LLC History Added to 7,795 1,011 0.05% 0.05% 303 +747 10.6% Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Added to 7,480 970 0.01% 0.01% 304 +974 14.97% Q4 2025 Jan 29, 2026
Verdence Capital Advisors LLC History Reduced 7,417 962 0.06% 0.06% 305 -1,126 -13.18% Q4 2025 Jan 29, 2026
IFG Advisory, LLC History Reduced 7,397 960 0.04% 0.06% 306 -2,419 -24.64% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Reduced 7,343 953 0.0% 0.0% 307 -643 -8.05% Q4 2025 Feb 17, 2026
Baskin Financial Services Inc. History No change 7,067 918 0.07% 0.07% 308 0 0.0% Q4 2025 Jan 27, 2026
BENJAMIN EDWARDS INC History Reduced 6,979 905 0.01% 0.01% 309 -1,603 -18.68% Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Reduced 6,932 899 0.02% 0.02% 310 -348 -4.78% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 11,018 890 0.0% — 311 +11,018 New Q4 2025 Feb 05, 2026
IEQ CAPITAL, LLC History Added to 6,864 890 0.0% 0.0% 312 +397 6.14% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Added to 6,835 887 0.01% 0.0% 313 +605 9.71% Q4 2025 Feb 13, 2026
MAIRS & POWER INC History No change 6,746 875 0.01% 0.01% 314 0 0.0% Q4 2025 Feb 17, 2026
TI-TRUST, INC History No change 6,692 868 0.54% 0.55% 315 0 0.0% Q4 2025 Jan 23, 2026
Frank, Rimerman Advisors LLC History Added to 6,664 864 0.05% 0.04% 316 +2,305 52.88% Q4 2025 Jan 15, 2026
GLENMEDE TRUST CO NA History New 6,565 852 0.0% — 317 +6,565 New Q4 2025 Feb 17, 2026
OSSIAM History Reduced 6,476 842 0.02% 0.02% 318 -7,370 -53.23% Q4 2025 Feb 13, 2026
WEALTH ALLIANCE, LLC History Reduced 6,425 833 0.08% 0.12% 319 -2,168 -25.23% Q4 2025 Feb 13, 2026
Advisors Asset Management, Inc. History Reduced 6,413 832 0.01% 0.02% 320 -2,177 -25.34% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Reduced 5,894 827 0.0% 0.0% 321 -550 -8.54% Q4 2025 Feb 12, 2026
Ethic Inc. History Added to 6,317 819 0.01% 0.01% 322 +2,006 46.53% Q4 2025 Feb 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 6,051 812 0.01% 0.01% 323 -2,230 -26.93% Q4 2025 Jan 21, 2026
Busey Bank History Added to 6,249 811 0.02% 0.02% 324 +223 3.7% Q4 2025 Jan 27, 2026
Dorsey & Whitney Trust CO LLC History Added to 6,081 789 0.04% 0.04% 325 +2 0.03% Q4 2025 Feb 11, 2026
Harbour Trust & Investment Management Co History Reduced 5,955 772 0.08% 0.08% 326 -20 -0.33% Q4 2025 Jan 28, 2026
Sequoia Financial Advisors, LLC History Added to 5,923 768 0.0% 0.0% 327 +253 4.46% Q4 2025 Feb 03, 2026
Merit Financial Group, LLC History Added to 5,816 754 0.01% 0.01% 328 +1,182 25.51% Q4 2025 Jan 26, 2026
Forum Financial Management, LP History Added to 5,781 750 0.01% 0.01% 329 +323 5.92% Q4 2025 Jan 27, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 5,655 733 0.0% 0.0% 330 0 0.0% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Reduced 5,590 725 0.0% 0.0% 331 -88 -1.55% Q4 2025 Feb 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 5,583 724 0.01% 0.01% 332 -1 -0.02% Q4 2025 Feb 12, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 5,401 723 0.05% 0.05% 333 +145 2.76% Q4 2025 Feb 13, 2026
Ipswich Investment Management Co., Inc. History No change 5,485 711 0.16% 0.17% 334 0 0.0% Q4 2025 Jan 16, 2026
Tradition Wealth Management, LLC History Reduced 5,474 710 0.05% 0.05% 335 -5 -0.09% Q4 2025 Feb 11, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 5,411 702 0.36% 0.38% 336 -129 -2.33% Q4 2025 Jan 28, 2026
Midwest Trust Co History Added to 5,380 698 0.01% 0.01% 337 +586 12.22% Q4 2025 Feb 04, 2026
Ignite Planners, LLC History Reduced 5,109 695 0.11% 0.21% 338 -4,526 -46.97% Q4 2025 Feb 06, 2026
HighPoint Advisor Group LLC History Reduced 5,336 692 0.03% 0.04% 339 -405 -7.05% Q4 2025 Feb 04, 2026
Passumpsic Savings Bank History New 5,314 689 0.38% — 340 +5,314 New Q4 2025 Feb 05, 2026
Belvedere Trading LLC History Added to 10,100 687 0.0% 0.0% 341 +1,000 10.99% Q4 2025 Feb 10, 2026
PARK AVENUE SECURITIES LLC History Added to 4,873 633 0.01% 0.0% 342 +486 11.08% Q4 2025 Jan 05, 2026
Curi Capital, LLC History Added to 4,848 629 0.01% 0.01% 343 +9 0.19% Q4 2025 Feb 17, 2026
World Investment Advisors History Reduced 4,835 627 0.01% 0.01% 344 -133 -2.68% Q4 2025 Mar 12, 2026
Caprock Group, LLC History Added to 4,821 625 0.01% 0.01% 345 +57 1.2% Q4 2025 Jan 28, 2026
Bridgewater Associates, LP History Reduced 4,759 618 0.0% 0.0% 346 -410 -7.93% Q4 2025 Feb 13, 2026
Sand Hill Global Advisors, LLC History Added to 4,682 607 0.02% 0.02% 347 +113 2.47% Q4 2025 Feb 12, 2026
HB Wealth Management, LLC History Added to 4,650 603 0.0% 0.0% 348 +495 11.91% Q4 2025 Jan 28, 2026
MAI Capital Management History Added to 4,640 602 0.0% 0.0% 349 +98 2.16% Q4 2025 Feb 13, 2026
Heck Capital Advisors, LLC History New 4,636 601 0.04% — 350 +4,636 New Q4 2025 Jan 16, 2026
Ellenbecker Investment Group History No change 4,505 584 0.08% 0.09% 351 0 0.0% Q4 2025 Jan 30, 2026
XPONANCE LLC History New 4,489 583 0.0% — 352 +4,489 New Q4 2025 Feb 12, 2026
Code Waechter LLC History Added to 4,486 582 0.37% 0.37% 353 +75 1.7% Q4 2025 Jan 26, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 4,476 580 0.11% 0.11% 354 0 0.0% Q4 2025 Feb 12, 2026
FIRST CITIZENS BANK & TRUST CO History No change 4,464 579 0.01% 0.01% 355 0 0.0% Q4 2025 Feb 18, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Reduced 4,453 577 0.36% 0.38% 356 -55 -1.22% Q4 2025 Feb 04, 2026
MQS Management LLC History New 4,432 575 0.34% — 357 +4,432 New Q4 2025 Feb 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 4,407 571 0.01% 0.01% 358 -3,055 -40.94% Q4 2025 Jan 29, 2026
PDS Planning, Inc History Added to 4,399 570 0.04% 0.04% 359 +47 1.08% Q4 2025 Jan 26, 2026
Boltwood Capital Management History No change 4,375 567 0.15% 0.15% 360 0 0.0% Q4 2025 Jan 02, 2026
Biltmore Family Office, LLC History No change 4,360 565 0.08% 0.08% 361 0 0.0% Q4 2025 Feb 04, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 8,178 556 0.16% 0.17% 362 +144 1.79% Q4 2025 Jan 21, 2026
CERTUITY, LLC History Reduced 4,200 545 0.03% 0.04% 363 -278 -6.21% Q4 2025 Jan 30, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 4,194 544 0.07% 0.11% 364 -1,701 -28.85% Q4 2025 Jan 23, 2026
Avant Financial Advisors LLC History Added to 4,160 539 0.39% 0.2% 366 +2,080 100.0% Q4 2025 Jan 15, 2026
CWM, LLC History Added to 4,150 539 0.0% 0.0% 365 +60 1.47% Q4 2025 Jan 26, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 4,112 533 0.01% 0.01% 367 -267 -6.1% Q4 2025 Jan 27, 2026
Legacy Financial Advisors, Inc. History Added to 4,101 532 0.07% 0.06% 368 +897 28.0% Q4 2025 Feb 04, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 4,014 520 0.12% 0.13% 369 +6 0.15% Q4 2025 Jan 09, 2026
WATERSHED PRIVATE WEALTH LLC History No change 4,000 519 0.16% 0.16% 370 0 0.0% Q4 2025 Jan 23, 2026
NWAM LLC History Reduced 3,666 501 0.03% 0.03% 371 -113 -2.99% Q4 2025 Feb 04, 2026
West Family Investments, Inc. History No change 3,854 500 0.12% 16.96% 372 0 0.0% Q4 2025 Feb 11, 2026
Crescent Grove Advisors, LLC History No change 3,839 498 0.05% 0.05% 373 0 0.0% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 3,907 495 0.01% 0.01% 374 +901 29.97% Q4 2025 Jan 23, 2026
DAVIS-REA LTD. History Reduced 3,800 493 0.12% 0.13% 375 -203 -5.07% Q4 2025 Jan 28, 2026
Mediolanum International Funds Ltd History Added to 3,764 491 0.0% 0.0% 376 +709 23.21% Q4 2025 Feb 09, 2026
KLCM Advisors, Inc. History Reduced 3,779 490 0.04% 0.05% 377 -383 -9.2% Q4 2025 Feb 04, 2026
Vident Advisory, LLC History Added to 3,724 483 0.0% 0.0% 378 +759 25.6% Q4 2025 Feb 18, 2026
PCM Encore, LLC History New 3,707 481 0.1% — 380 +3,707 New Q4 2025 Feb 13, 2026
Quilter Plc History No change 3,710 481 0.01% 0.01% 379 0 0.0% Q4 2025 Jan 21, 2026
Annex Advisory Services, LLC History Added to 3,704 480 0.01% 0.01% 382 +245 7.08% Q4 2025 Jan 26, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,700 480 0.01% 0.01% 381 0 0.0% Q4 2025 Feb 09, 2026
Dixon Mitchell Investment Counsel Inc. History New 3,662 476 0.02% — 383 +3,662 New Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 3,666 475 0.02% 0.02% 384 +353 10.65% Q4 2025 Feb 06, 2026
ATLAS CAPITAL ADVISORS INC. History New 3,644 472 0.05% — 385 +3,644 New Q4 2025 Feb 13, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 3,558 461 0.06% 0.06% 386 0 0.0% Q4 2025 Jan 15, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 3,535 458 0.0% 0.0% 387 +368 11.62% Q4 2025 Feb 12, 2026
INTRUST BANK NA History Reduced 3,501 454 0.04% 0.04% 388 -209 -5.63% Q4 2025 Feb 06, 2026
PUZO MICHAEL J History No change 3,500 454 0.12% 0.12% 389 0 0.0% Q4 2025 Feb 17, 2026
Vantage Financial Partners, LLC History Added to 3,465 449 0.09% 0.09% 390 +4 0.12% Q4 2025 Feb 03, 2026
Prospera Financial Services Inc History Added to 3,438 446 0.01% 0.01% 391 +35 1.03% Q4 2025 Feb 09, 2026
AVALON CAPITAL MANAGEMENT History No change 3,425 444 0.11% 0.11% 392 0 0.0% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History Added to 6,458 431 0.01% 0.02% 393 +77 1.21% Q4 2025 Jan 23, 2026
Versant Capital Management, Inc History Added to 3,286 426 0.05% 0.05% 394 +323 10.9% Q4 2025 Jan 08, 2026
ROCKLAND TRUST CO History Added to 3,243 420 0.02% 0.02% 395 +323 11.06% Q4 2025 Jan 15, 2026
PINEBRIDGE INVESTMENTS LLC History New 2,336 416 0.0% — 396 +2,336 New Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Reduced 3,185 413 0.0% 0.0% 397 -363 -10.23% Q4 2025 Jan 26, 2026
Geneos Wealth Management Inc. History No change 3,125 405 0.01% 0.01% 398 0 0.0% Q4 2025 Jan 28, 2026
ISTHMUS PARTNERS, LLC History New 3,091 401 0.04% — 399 +3,091 New Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Reduced 3,087 400 0.0% 0.0% 400 -339 -9.89% Q4 2025 Feb 02, 2026
WEDBUSH SECURITIES INC History Reduced 3,066 398 0.01% 0.01% 401 -34 -1.1% Q4 2025 Feb 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,062 397 0.05% 0.05% 402 0 0.0% Q4 2025 Feb 13, 2026
Checchi Capital Advisers, LLC History Reduced 3,053 396 0.02% 0.02% 403 -78 -2.49% Q4 2025 Jan 27, 2026
NBC SECURITIES, INC. History Reduced 3,049 395 0.03% 0.03% 404 -115 -3.63% Q4 2025 Jan 29, 2026
TWINBEECH CAPITAL LP History New 3,001 389 0.03% — 406 +3,001 New Q4 2025 Feb 17, 2026
Bridgewater Advisors Inc. History No change 2,869 389 0.03% 0.02% 405 0 0.0% Q4 2025 Jan 23, 2026
DANSKE BANK A/S History Reduced 2,977 387 0.0% 0.0% 407 -340 -10.25% Q4 2025 Feb 02, 2026
UMB Bank, n.a. History Reduced 2,976 386 0.01% 0.01% 408 -1,618 -35.22% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 2,961 384 0.0% 0.0% 409 +499 20.27% Q4 2025 Jan 20, 2026
BAYBAN History New 2,943 381 0.34% — 411 +2,943 New Q4 2025 Mar 05, 2026
Five Oceans Advisors History No change 2,938 381 0.13% 0.14% 410 0 0.0% Q4 2025 Jan 16, 2026
Parallel Advisors, LLC History Added to 3,035 376 0.01% 0.01% 412 +134 4.62% Q4 2025 Feb 11, 2026
Mayflower Financial Advisors, LLC History Reduced 14,792 373 0.05% 0.06% 413 -1,920 -11.49% Q4 2025 Jan 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 2,855 370 0.0% 0.0% 414 +958 50.5% Q4 2025 Feb 17, 2026
COZAD ASSET MANAGEMENT INC History No change 2,837 368 0.03% 0.03% 415 0 0.0% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,500 365 0.0% 0.01% 416 -3,000 -66.67% Q4 2025 Feb 09, 2026
COMMERCE BANK History No change 2,802 363 0.0% 0.0% 417 0 0.0% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 2,782 361 0.0% 0.0% 418 +163 6.22% Q4 2025 Feb 17, 2026
Murphy & Mullick Capital Management Corp History Reduced 2,783 361 0.26% 0.27% 419 -61 -2.14% Q4 2025 Feb 10, 2026
Diversified Trust Co History Reduced 2,740 355 0.01% 0.01% 420 -575 -17.35% Q4 2025 Jan 09, 2026
FIRST MERCHANTS CORP History No change 2,716 352 0.01% 0.01% 421 0 0.0% Q4 2025 Jan 12, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History New 2,688 349 0.19% — 422 +2,688 New Q4 2025 Feb 04, 2026
Keudell/Morrison Wealth Management History New 2,680 347 0.07% — 424 +2,680 New Q4 2025 Feb 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 5,100 347 0.01% 0.01% 423 -2,000 -28.17% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 2,677 347 0.0% 0.01% 425 -1,048 -28.13% Q4 2025 Feb 11, 2026
SMITH, MOORE & CO. History No change 2,636 342 0.03% 0.03% 426 0 0.0% Q4 2025 Jan 23, 2026
Fielder Capital Group LLC History No change 2,640 342 0.07% 0.08% 427 0 0.0% Q4 2025 Feb 10, 2026
HUB Investment Partners, LLC History New 13,500 341 0.01% — 428 +13,500 New Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Reduced 4,991 340 0.02% 0.02% 429 -1,512 -23.25% Q4 2025 Feb 13, 2026
Arkos Global Advisors History No change 2,557 332 0.04% 0.04% 430 0 0.0% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 2,549 330 0.01% 0.01% 431 -60 -2.3% Q4 2025 Feb 03, 2026
OLD NATIONAL BANCORP /IN/ History No change 2,542 329 0.01% 0.01% 432 0 0.0% Q4 2025 Jan 28, 2026
Caitong International Asset Management Co., Ltd History Added to 2,512 326 0.08% 0.05% 434 +1,958 353.43% Q4 2025 Mar 03, 2026
CVA Family Office, LLC History No change 2,512 326 0.04% 0.04% 433 0 0.0% Q4 2025 Jan 12, 2026
Perfromance Wealth Partners, LLC History No change 2,500 324 0.01% 0.01% 435 0 0.0% Q4 2025 Jan 21, 2026
Argent Trust Co History Reduced 2,487 322 0.01% 0.01% 436 -285 -10.28% Q4 2025 Feb 10, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Reduced 2,462 319 0.03% 0.03% 437 -30 -1.2% Q4 2025 Feb 06, 2026
AlphaCore Capital LLC History Added to 2,419 313 0.01% 0.01% 440 +393 19.4% Q4 2025 Feb 05, 2026
North Star Investment Management Corp. History Added to 2,417 313 0.02% 0.02% 439 +28 1.17% Q4 2025 Jan 30, 2026
GILL CAPITAL PARTNERS, LLC History No change 2,412 313 0.09% 0.1% 438 0 0.0% Q4 2025 Feb 10, 2026
Ascent Group, LLC History Added to 2,394 310 0.01% 0.01% 441 +17 0.72% Q4 2025 Jan 20, 2026
Bogart Wealth, LLC History Added to 2,381 309 0.01% 0.01% 442 +179 8.13% Q4 2025 Jan 30, 2026
Concorde Asset Management, LLC History No change 4,481 304 0.12% 0.13% 443 0 0.0% Q4 2025 Feb 13, 2026
Magnus Financial Group LLC History Reduced 2,342 303 0.02% 0.03% 445 -515 -18.03% Q4 2025 Jan 07, 2026
WESTWOOD HOLDINGS GROUP INC History No change 2,336 303 0.0% 0.0% 444 0 0.0% Q4 2025 Feb 17, 2026
Beverly Hills Private Wealth, LLC History Reduced 2,334 302 0.05% 0.08% 447 -985 -29.68% Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History No change 2,328 302 0.02% 0.02% 446 0 0.0% Q4 2025 Feb 03, 2026
PARK NATIONAL CORP /OH/ History No change 2,325 301 0.01% 0.01% 448 0 0.0% Q4 2025 Jan 05, 2026
Townsend & Associates, Inc History No change 2,225 300 0.03% 0.03% 449 0 0.0% Q4 2025 Jan 26, 2026
Versor Investments LP History New 2,299 298 0.05% — 451 +2,299 New Q4 2025 Feb 04, 2026
Hilltop Holdings Inc. History Reduced 2,297 298 0.02% 0.02% 450 -889 -27.9% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 2,274 295 0.01% 0.01% 452 -1,361 -37.44% Q4 2025 Feb 11, 2026
Aprio Wealth Management, LLC History Added to 2,280 295 0.02% 0.02% 453 +409 21.86% Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 2,233 291 0.0% 0.0% 454 -16 -0.71% Q4 2025 Feb 05, 2026
Sivia Capital Partners, LLC History New 2,238 290 0.06% — 456 +2,238 New Q4 2025 Feb 10, 2026
Lantz Financial LLC History Reduced 2,241 290 0.06% 0.08% 455 -637 -22.13% Q4 2025 Jan 14, 2026
Voleon Capital Management LP History New 2,216 287 0.01% — 457 +2,216 New Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 2,196 285 0.0% 0.0% 458 -672 -23.43% Q4 2025 Feb 05, 2026
WoodTrust Financial Corp History Reduced 2,189 284 0.03% 0.04% 459 -600 -21.51% Q4 2025 Jan 30, 2026
Fund Advisors of America Inc/FL History New 2,185 283 0.26% — 460 +2,185 New Q4 2025 Mar 13, 2026
STUDIO INVESTMENT MANAGEMENT LLC History New 2,175 282 0.05% — 461 +2,175 New Q4 2025 Feb 09, 2026
Valeo Financial Advisors, LLC History No change 2,162 280 0.01% 0.01% 462 0 0.0% Q4 2025 Feb 04, 2026
Income Insurance Ltd History New 2,132 277 0.18% — 463 +2,132 New Q4 2025 Feb 04, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 2,128 276 0.01% 0.01% 464 -9 -0.42% Q4 2025 Jan 07, 2026
Mesirow Financial Investment Management, Inc. History Reduced 2,121 275 0.01% 0.01% 465 -248 -10.47% Q4 2025 Feb 05, 2026
Park Place Capital Corp History Reduced 2,103 272 0.06% 0.08% 466 -634 -23.16% Q4 2025 Jan 09, 2026
Apollon Wealth Management, LLC History Added to 2,079 269 0.0% 0.0% 468 +26 1.27% Q4 2025 Jan 22, 2026
Riverpoint Wealth Management Holdings, LLC History No change 2,075 269 0.06% 0.06% 467 0 0.0% Q4 2025 Feb 10, 2026
Westerkirk Capital Inc. History Reduced 2,064 268 0.03% 0.45% 470 -28,300 -93.2% Q4 2025 Feb 11, 2026
Evelyn Partners Investment Management LLP History No change 2,064 268 0.01% 0.01% 469 0 0.0% Q4 2025 Feb 13, 2026
SNS Financial Group, LLC History Reduced 2,032 263 0.02% 0.02% 471 -31 -1.5% Q4 2025 Feb 02, 2026
Kathmere Capital Management, LLC History Added to 2,005 260 0.02% 0.02% 472 +139 7.45% Q4 2025 Jan 13, 2026
CIBC Private Wealth Group LLC History Reduced 1,999 259 0.0% 0.0% 474 -195 -8.89% Q4 2025 Feb 12, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 2,000 259 0.0% 0.0% 473 0 0.0% Q4 2025 Feb 10, 2026
Plancorp, LLC History Added to 1,995 258 0.01% 0.01% 475 +1 0.05% Q4 2025 Feb 05, 2026
Saxony Capital Management, LLC History No change 1,975 256 0.16% 0.17% 476 0 0.0% Q4 2025 Jan 15, 2026
Global Retirement Partners, LLC History Added to 1,923 249 0.0% 0.0% 477 +421 28.03% Q4 2025 Feb 06, 2026
MSH Capital Advisors LLC History No change 1,925 249 0.05% 0.07% 478 0 0.0% Q4 2025 Feb 09, 2026
LANDAAS & CO /WI /ADV History Reduced 1,918 248 0.05% 0.06% 479 -19 -0.98% Q4 2025 Jan 21, 2026
SkyView Investment Advisors, LLC History Reduced 1,878 244 0.03% 0.04% 480 -721 -27.74% Q4 2025 Feb 18, 2026
GAMCO INVESTORS, INC. ET AL History No change 1,000 243 0.0% 0.0% 481 0 0.0% Q4 2025 Feb 05, 2026
Savvy Advisors, Inc. History Added to 1,870 242 0.01% 0.01% 482 +39 2.13% Q4 2025 Jan 20, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Added to 1,854 240 0.09% 0.08% 483 +104 5.94% Q4 2025 Feb 09, 2026
Measured Wealth Private Client Group, LLC History New 1,829 237 0.06% — 484 +1,829 New Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 1,794 234 0.0% 0.0% 486 -941 -34.41% Q4 2025 Jan 23, 2026
Ballentine Partners, LLC History Added to 1,805 234 0.0% 0.0% 485 +25 1.4% Q4 2025 Feb 03, 2026
Qtron Investments LLC History No change 1,807 234 0.03% 0.03% 487 0 0.0% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Reduced 1,801 233 0.01% 0.02% 488 -498 -21.66% Q4 2025 Feb 04, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 1,773 230 0.04% 0.04% 489 -2 -0.11% Q4 2025 Jan 28, 2026
Clarkston Capital Partners, LLC History No change 1,775 230 0.01% 0.0% 490 0 0.0% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History New 1,748 226 0.0% — 491 +1,748 New Q4 2025 Feb 17, 2026
Scientech Research LLC History Reduced 1,739 225 0.14% 0.01% 493 -19,466 -91.8% Q4 2025 Feb 17, 2026
Cromwell Holdings LLC History No change 1,739 225 0.12% 0.12% 492 0 0.0% Q4 2025 Jan 20, 2026
Madison Asset Management, LLC History No change 1,702 220 0.0% 0.0% 494 0 0.0% Q4 2025 Feb 04, 2026
SkyOak Wealth, LLC History No change 1,700 220 0.04% 0.04% 495 0 0.0% Q4 2025 Feb 05, 2026
PINNEY & SCOFIELD, INC. History No change 1,700 220 0.12% 0.14% 496 0 0.0% Q4 2025 Feb 13, 2026
PFG Investments, LLC History Added to 1,688 219 0.01% 0.01% 497 +9 0.54% Q4 2025 Jan 26, 2026
Arkadios Wealth Advisors History Reduced 1,681 218 0.0% 0.01% 500 -16 -0.94% Q4 2025 Feb 13, 2026
SlateStone Wealth, LLC History No change 1,677 218 0.02% 0.02% 498 0 0.0% Q4 2025 Feb 11, 2026
ERn Financial, LLC History No change 1,680 218 0.04% 0.04% 499 0 0.0% Q4 2025 Jan 15, 2026
OneAscent Family Office, LLC History New 1,672 217 0.15% — 501 +1,672 New Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 3,183 216 0.01% — 503 +3,183 New Q4 2025 Jan 28, 2026
Brookstone Capital Management History Added to 1,672 216 0.0% 0.0% 502 +21 1.27% Q4 2025 Jan 15, 2026
180 WEALTH ADVISORS, LLC History New 1,638 214 0.02% — 504 +1,638 New Q4 2025 Jan 09, 2026
SEEDS INVESTOR LLC History Added to 1,644 213 0.04% 0.04% 505 +8 0.49% Q4 2025 Jan 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History New 1,623 210 0.03% — 508 +1,623 New Q4 2025 Jan 12, 2026
ALTFEST L J & CO INC History No change 1,620 210 0.02% 0.02% 506 0 0.0% Q4 2025 Jan 23, 2026
Affinity Capital Advisors, LLC History No change 1,619 210 0.03% 0.03% 507 0 0.0% Q4 2025 Jan 09, 2026
BETO FINANCIAL GROUP, LLC History New 1,514 209 0.14% — 509 +1,514 New Q4 2025 Feb 10, 2026
Ironwood Investment Counsel, LLC History Reduced 1,605 208 0.03% 0.03% 510 -80 -4.75% Q4 2025 Feb 06, 2026
GAMMA Investing LLC History No change 1,604 208 0.01% 0.01% 511 0 0.0% Q4 2025 Jan 05, 2026
Concurrent Investment Advisors, LLC History New 1,590 206 0.0% — 512 +1,590 New Q4 2025 Jan 29, 2026
Trust Investment Advisors History Added to 1,579 204 0.11% 0.11% 513 +10 0.64% Q4 2025 Jan 20, 2026
Bawa N Mallick Trust History No change 3,000 204 0.08% 0.08% 514 0 0.0% Q4 2025 Mar 12, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 1,568 203 0.15% 0.19% 515 -339 -17.78% Q4 2025 Feb 12, 2026
FORM Wealth Advisors, LLC History New 1,551 201 0.02% — 516 +1,551 New Q4 2025 Jan 28, 2026
J. Safra Sarasin Holding AG History New 1,545 200 0.0% — 517 +1,545 New Q4 2025 Jan 15, 2026
Greykasell Wealth Strategies, Inc. History No change 1,521 197 0.08% 0.08% 518 0 0.0% Q4 2025 Feb 11, 2026
Caldwell Trust Co History No change 1,500 194 0.02% 0.02% 519 0 0.0% Q4 2025 Jan 30, 2026
WEBSTER BANK, N. A. History No change 1,400 181 0.02% 0.02% 520 0 0.0% Q4 2025 Jan 23, 2026
Manchester Capital Management LLC History Added to 1,387 180 0.02% 0.01% 521 +673 94.26% Q4 2025 Feb 11, 2026
Arax Advisory Partners History Reduced 1,358 176 0.01% 0.0% 522 -457 -25.18% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 2,346 176 0.0% 0.0% 523 -38 -1.59% Q4 2025 Feb 06, 2026
Munich Reinsurance Co Stock Corp in Munich History New 1,337 174 0.0% — 524 +1,337 New Q4 2025 Jan 29, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 1,303 169 0.0% — 525 +1,303 New Q4 2025 Feb 05, 2026
LOM Asset Management Ltd History New 930 165 0.05% — 526 +930 New Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Reduced 1,140 163 0.0% 0.01% 527 -1,468 -56.29% Q4 2025 Feb 17, 2026
JTC Employer Solutions Trustee Ltd History Added to 1,707 154 0.01% 0.01% 528 +112 7.02% Q4 2025 Feb 10, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Reduced 1,122 145 0.02% 0.02% 529 -107 -8.71% Q4 2025 Jan 14, 2026
Winthrop Capital Management, LLC History New 1,105 143 0.03% — 530 +1,105 New Q4 2025 Feb 10, 2026
Operose Advisors LLC History Added to 1,093 141 0.03% 0.02% 531 +450 69.98% Q4 2025 Feb 10, 2026
Retirement Wealth Solutions LLC History No change 1,086 140 0.09% 0.09% 532 0 0.0% Q4 2025 Jan 07, 2026
RHUMBLINE ADVISERS History Reduced 1,067 138 0.0% 0.0% 533 -90 -7.78% Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 2,762 131 0.0% 0.01% 534 -1,006 -26.7% Q4 2025 Jan 14, 2026
Johnson Financial Group, Inc. History No change 1,006 130 0.0% 0.0% 535 0 0.0% Q4 2025 Feb 12, 2026
TOMPKINS FINANCIAL CORP History No change 1,000 129 0.01% 0.01% 536 0 0.0% Q4 2025 Jan 08, 2026
Hills Bank & Trust Co History No change 1,000 129 0.01% 0.01% 537 0 0.0% Q4 2025 Feb 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 519 126 0.04% 0.04% 538 +419 419.0% Q4 2025 Jan 20, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 960 124 0.02% 0.02% 539 0 0.0% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Reduced 904 117 0.01% 0.01% 540 -190 -17.37% Q4 2025 Jan 26, 2026
Lloyd Advisory Services, LLC. History New 828 107 0.04% — 541 +828 New Q4 2025 Feb 06, 2026
HM PAYSON & CO History No change 762 98 0.0% 0.0% 542 0 0.0% Q4 2025 Feb 12, 2026
DHJJ Financial Advisors, Ltd. History No change 736 95 0.03% 0.03% 543 0 0.0% Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History Added to 724 94 0.0% 0.0% 544 +317 77.89% Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History Added to 716 92 0.01% 0.01% 546 +165 29.95% Q4 2025 Jan 28, 2026
Grove Bank & Trust History No change 710 92 0.01% 0.01% 545 0 0.0% Q4 2025 Jan 08, 2026
Olistico Wealth, LLC History New 700 90 0.04% — 547 +700 New Q4 2025 Jan 13, 2026
VIRTUS ADVISERS, LLC History Added to 504 89 0.04% 0.05% 548 +4 0.8% Q4 2025 Feb 13, 2026
TRUST CO OF VERMONT History Reduced 651 84 0.0% 0.01% 549 -250 -27.75% Q4 2025 Jan 16, 2026
MassMutual Private Wealth & Trust, FSB History Added to 628 81 0.0% 0.0% 550 +6 0.96% Q4 2025 Jan 07, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 611 79 0.02% 0.02% 551 +5 0.83% Q4 2025 Feb 13, 2026
CX Institutional History Reduced 570 74 0.0% 0.0% 552 -173 -23.28% Q4 2025 Feb 02, 2026
CENTRAL TRUST Co History Reduced 555 72 0.0% 0.0% 553 -21 -3.65% Q4 2025 Feb 02, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 536 69 0.03% 0.04% 554 -95 -15.06% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History No change 517 67 0.0% 0.0% 555 0 0.0% Q4 2025 Feb 09, 2026
ROTHSCHILD INVESTMENT LLC History Added to 507 65 0.0% 0.0% 556 +4 0.8% Q4 2025 Feb 10, 2026
Evelyn Partners Investment Management Services Ltd History No change 500 64 0.01% 0.01% 557 0 0.0% Q4 2025 Feb 13, 2026
Plato Investment Management Ltd History Reduced 469 61 0.0% 0.01% 558 -411 -46.7% Q4 2025 Feb 04, 2026
Birchwood Financial Partners, Inc. History New 467 60 0.06% — 559 +467 New Q4 2025 Feb 19, 2026
SageView Advisory Group, LLC History New 686 58 0.0% — 560 +686 New Q4 2025 Feb 17, 2026
JNBA Financial Advisors History Reduced 440 57 0.0% 0.01% 561 -18 -3.93% Q4 2025 Jan 26, 2026
CDKV HOLDINGS LLC History New 412 53 0.04% — 562 +412 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 393 51 0.01% 0.04% 566 -341 -46.46% Q4 2025 Feb 09, 2026
TOTH FINANCIAL ADVISORY CORP History No change 400 51 0.01% 0.01% 563 0 0.0% Q4 2025 Jan 20, 2026
VISION FINANCIAL MARKETS LLC History No change 400 51 0.05% 0.04% 564 0 0.0% Q4 2025 Jan 22, 2026
Crewe Advisors LLC History No change 400 51 0.0% 0.0% 565 0 0.0% Q4 2025 Jan 16, 2026
Strategic Investment Solutions, Inc. /IL History No change 400 51 0.01% 0.01% 567 0 0.0% Q4 2025 Feb 27, 2026
Cypress Capital Management LLC (WY) History No change 723 49 0.05% 0.05% 568 0 0.0% Q4 2025 Feb 09, 2026
Bayforest Capital Ltd History Added to 354 45 0.03% 0.0% 570 +308 669.57% Q4 2025 Jan 27, 2026
Winch Advisory Services, LLC History No change 350 45 0.01% 0.01% 569 0 0.0% Q4 2025 Feb 03, 2026
Harbor Asset Planning, Inc. History No change 352 45 0.04% 0.04% 571 0 0.0% Q4 2025 Jan 26, 2026
IAG Wealth Partners, LLC History No change 335 43 0.0% 0.01% 572 0 0.0% Q4 2025 Feb 10, 2026
Sunbelt Securities, Inc. History No change 323 41 0.0% 0.0% 573 0 0.0% Q4 2025 Feb 20, 2026
Truvestments Capital LLC History Reduced 300 38 0.01% 0.01% 574 -113 -27.36% Q4 2025 Feb 13, 2026
SWISS RE LTD History New 290 37 0.0% — 575 +290 New Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 284 36 0.0% 0.0% 576 -14,556 -98.09% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 262 34 0.0% — 577 +262 New Q4 2025 Jan 21, 2026
Bank & Trust Co History No change 263 34 0.02% 0.03% 578 0 0.0% Q4 2025 Jan 13, 2026
WFA of San Diego, LLC History No change 250 32 0.02% 0.02% 579 0 0.0% Q4 2025 Feb 17, 2026
1620 INVESTMENT ADVISORS, INC. History No change 254 32 0.02% 0.02% 580 0 0.0% Q4 2025 Feb 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 223 28 0.01% — 581 +223 New Q4 2025 Feb 09, 2026
True Wealth Design, LLC History No change 215 27 0.01% 0.01% 582 0 0.0% Q4 2025 Jan 08, 2026
Gordian Capital Singapore Pte Ltd History Added to 1,040 26 0.04% 0.0% 583 +1,000 2500.0% Q4 2025 Feb 11, 2026
Trust Co History Added to 193 25 0.0% 0.0% 584 +5 2.66% Q4 2025 Jan 15, 2026
Bruce G. Allen Investments, LLC History No change 178 23 0.02% 0.02% 585 0 0.0% Q4 2025 Feb 10, 2026
Financial Management Professionals, Inc. History No change 173 22 0.0% 0.0% 586 0 0.0% Q4 2025 Jan 27, 2026
LRI Investments, LLC History No change 150 19 0.0% 0.0% 587 0 0.0% Q4 2025 Feb 04, 2026
Commonwealth Retirement Investments LLC History New 139 18 0.01% — 588 +139 New Q4 2025 Feb 11, 2026
Addison Advisors LLC History Reduced 132 17 0.0% 0.01% 590 -48 -26.67% Q4 2025 Feb 06, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 132 17 0.01% 0.01% 589 +1 0.76% Q4 2025 Jan 27, 2026
Blue Trust, Inc. History No change 133 17 0.0% 0.0% 591 0 0.0% Q4 2025 Jan 16, 2026
Tradewinds Capital Management, LLC History No change 125 16 0.0% 0.0% 592 0 0.0% Q4 2025 Jan 14, 2026
Cornerstone Planning Group LLC History Added to 109 15 0.0% 0.0% 594 +16 17.2% Q4 2025 Feb 02, 2026
JFS WEALTH ADVISORS, LLC History No change 121 15 0.0% 0.0% 593 0 0.0% Q4 2025 Jan 14, 2026
SFAM, LLC History New 110 14 0.01% — 596 +110 New Q4 2025 Feb 12, 2026
MCF Advisors LLC History No change 110 14 0.0% 0.0% 595 0 0.0% Q4 2025 Feb 11, 2026
Pinnacle Wealth Planning Services, Inc. History New 107 13 0.0% — 597 +107 New Q4 2025 Feb 13, 2026
Richard W. Paul & Associates, LLC History Reduced 106 13 0.0% 0.01% 598 -37 -25.87% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History No change 200 13 0.0% 0.0% 599 0 0.0% Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History Reduced 93 12 0.0% 0.0% 600 -100 -51.81% Q4 2025 Jan 21, 2026
Princeton Global Asset Management LLC History No change 100 12 0.0% 0.0% 601 0 0.0% Q4 2025 Jan 20, 2026
GHP Investment Advisors, Inc. History No change 79 10 0.0% 0.0% 602 0 0.0% Q4 2025 Jan 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 351 9 0.0% 0.0% 603 +200 132.45% Q4 2025 Feb 06, 2026
Westside Investment Management, Inc. History No change 70 9 0.0% 0.0% 604 0 0.0% Q4 2025 Jan 23, 2026
Signature Resources Capital Management, LLC History No change 71 9 0.0% 0.0% 605 0 0.0% Q4 2025 Jan 21, 2026
Capital Analysts, LLC History Reduced 60 8 0.0% 0.0% 607 -326 -84.46% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History New 68 8 0.0% — 606 +68 New Q4 2025 Jan 15, 2026
Investors Research Corp History No change 65 8 0.0% 0.0% 608 0 0.0% Q4 2025 Jan 06, 2026
GPS Wealth Strategies Group, LLC History No change 65 8 0.01% 0.0% 609 0 0.0% Q4 2025 Feb 06, 2026
Bare Financial Services, Inc History No change 69 8 0.0% 0.0% 610 0 0.0% Q4 2025 Feb 06, 2026
Triumph Capital Management History New 56 7 0.0% — 612 +56 New Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History Added to 60 7 0.0% 0.0% 613 +4 7.14% Q4 2025 Jan 29, 2026
McIlrath & Eck, LLC History No change 55 7 0.0% 0.0% 611 0 0.0% Q4 2025 Feb 03, 2026
Financial Avengers, Inc. History No change 50 6 0.0% 0.0% 614 0 0.0% Q4 2025 Mar 03, 2026
Financial Perspectives, Inc History No change 48 6 0.0% 0.0% 615 0 0.0% Q4 2025 Jan 28, 2026
SJS Investment Consulting Inc. History New 43 5 0.0% — 618 +43 New Q4 2025 Jan 21, 2026
Colonial Trust Advisors History No change 40 5 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 12, 2026
Penserra Capital Management LLC History No change 45 5 0.0% 0.0% 617 0 0.0% Q4 2025 Feb 12, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 46 5 0.0% 0.0% 619 0 0.0% Q4 2025 Jan 15, 2026
Western Pacific Wealth Management, LP History No change 32 4 0.0% 0.0% 620 0 0.0% Q4 2025 Feb 04, 2026
Quarry LP History New 28 3 0.0% — 623 +28 New Q4 2025 Feb 13, 2026
Kilter Group LLC History New 25 3 0.0% — 625 +25 New Q4 2025 Feb 13, 2026
Rossby Financial, LCC History Added to 27 3 0.0% 0.0% 624 +3 12.5% Q4 2025 Feb 12, 2026
VALLEY NATIONAL ADVISERS INC History No change 26 3 0.0% 0.0% 621 0 0.0% Q4 2025 Jan 23, 2026
STEPH & CO History No change 25 3 0.0% 0.0% 622 0 0.0% Q4 2025 Jan 23, 2026
Godfrey Financial Associates, Inc. History New 23 2 0.0% — 632 +23 New Q4 2025 Feb 10, 2026
DecisionPoint Financial, LLC History New 18 2 0.0% — 629 +18 New Q4 2025 Jan 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 18 2 0.0% — 630 +18 New Q4 2025 Feb 10, 2026
Cornerstone Financial Management LLC History New 16 2 0.0% — 633 +16 New Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History Reduced 10 2 0.0% 0.0% 631 -5 -33.33% Q4 2025 Feb 03, 2026
Bell Investment Advisors, Inc History Reduced 23 2 0.0% 0.0% 628 -4 -14.81% Q4 2025 Feb 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 12 2 0.0% 0.0% 626 0 0.0% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History No change 23 2 0.0% 0.0% 627 0 0.0% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History Reduced 10 1 0.0% 0.0% 637 -5 -33.33% Q4 2025 Feb 12, 2026
Stone House Investment Management, LLC History Added to 10 1 0.0% — 634 +4 66.67% Q4 2025 Jan 21, 2026
Private Wealth Asset Management, LLC History No change 12 1 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History No change 12 1 0.0% 0.0% 636 0 0.0% Q4 2025 Jan 13, 2026
Westfuller Advisors, LLC History No change 14 1 0.0% 0.0% 638 0 0.0% Q4 2025 Jan 21, 2026
HSBC HOLDINGS PLC History Closed out 0 0 — 0.04% — -499,622 -100.0% Q3 2025 Nov 13, 2025
Nearwater Capital Markets, Ltd History Closed out 0 0 — 0.84% — -485,000 -100.0% Q3 2025 Nov 13, 2025
EASTERN BANK History Closed out 0 0 — 0.0% — -128,798 -100.0% Q3 2025 Oct 27, 2025
MUFG Securities EMEA plc History Closed out 0 0 — 0.33% — -100,000 -100.0% Q3 2025 Nov 14, 2025
Vermillion Wealth Management, Inc. History Closed out 0 0 — 0.01% — -25,000 -100.0% Q3 2025 Oct 23, 2025
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.0% — -22,450 -100.0% Q3 2025 Oct 09, 2025
Wallace Advisory Group, LLC History Closed out 0 0 — 0.45% — -22,411 -100.0% Q3 2025 Oct 16, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.0% — -18,445 -100.0% Q3 2025 Nov 14, 2025
ALGERT GLOBAL LLC History Closed out 0 0 — 0.04% — -17,671 -100.0% Q3 2025 Nov 14, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.1% — -16,220 -100.0% Q3 2025 Nov 13, 2025
Client First Investment Management LLC History Closed out 0 0 — 0.86% — -14,876 -100.0% Q3 2025 Oct 15, 2025
17 CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.46% — -12,145 -100.0% Q3 2025 Nov 14, 2025
Bleakley Financial Group, LLC History Closed out 0 0 — 0.03% — -10,064 -100.0% Q3 2025 Nov 10, 2025
Main Street Group, LTD History Closed out 0 0 — 0.0% — -10,000 -100.0% Q3 2025 Nov 07, 2025
Williamson Legacy Group, LLC History Closed out 0 0 — 0.62% — -6,169 -100.0% Q3 2025 Nov 14, 2025
Pacifica Partners Inc. History Closed out 0 0 — 0.24% — -5,100 -100.0% Q3 2025 Oct 09, 2025
OPPENHEIMER & CO INC History Closed out 0 0 — 0.01% — -4,302 -100.0% Q3 2025 Nov 06, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -3,577 -100.0% Q3 2025 Nov 10, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -3,552 -100.0% Q3 2025 Oct 14, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 — 0.0% — -3,543 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 — 0.02% — -3,278 -100.0% Q3 2025 Nov 14, 2025
Bayesian Capital Management, LP History Closed out 0 0 — 0.08% — -3,174 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 — 0.0% — -3,105 -100.0% Q3 2025 Nov 14, 2025
Andra AP-fonden History Closed out 0 0 — 0.01% — -3,000 -100.0% Q3 2025 Nov 12, 2025
Corient IA LLC History Closed out 0 0 — 0.24% — -2,500 -100.0% Q3 2025 Nov 12, 2025
SEI INVESTMENTS CO History Closed out 0 0 — 0.0% — -2,203 -100.0% Q3 2025 Nov 13, 2025
Carter Financial Group, INC. History Closed out 0 0 — 0.15% — -1,876 -100.0% Q3 2025 Nov 14, 2025
WRAPMANAGER INC History Closed out 0 0 — 0.07% — -1,813 -100.0% Q3 2025 Nov 10, 2025
Trifecta Capital Advisors, LLC History Closed out 0 0 — 0.03% — -1,700 -100.0% Q3 2025 Nov 03, 2025
MACQUARIE GROUP LTD History Closed out 0 0 — 0.0% — -1,624 -100.0% Q3 2025 Nov 13, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 — 0.0% — -1,605 -100.0% Q3 2025 Nov 06, 2025
Sunpointe, LLC History Closed out 0 0 — 0.08% — -1,599 -100.0% Q3 2025 Nov 12, 2025
KPP Advisory Services LLC History Closed out 0 0 — 0.03% — -1,551 -100.0% Q3 2025 Nov 03, 2025
KOM Wealth Management Group, LLC History Closed out 0 0 — 0.15% — -1,549 -100.0% Q3 2025 Oct 21, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -1,055 -100.0% Q3 2025 Oct 21, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -616 -100.0% Q3 2025 Nov 12, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.01% — -348 -100.0% Q3 2025 Nov 13, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.0% — -154 -100.0% Q3 2025 Nov 14, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Oct 21, 2025
ALBION FINANCIAL GROUP /UT History Closed out 0 0 — 0.0% — -77 -100.0% Q3 2025 Oct 20, 2025
FOSTER DYKEMA CABOT & PARTNERS, LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2025 Nov 12, 2025
Fairman Group, LLC History Closed out 0 0 — 0.0% — -37 -100.0% Q3 2025 Oct 31, 2025
Newbridge Financial Services Group, Inc. History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2025 Nov 13, 2025
SouthState Bank Corp History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2025 Nov 05, 2025
Atlantic Union Bankshares Corp History Closed out 0 0 — 0.0% — -23 -100.0% Q3 2025 Nov 04, 2025
Hanson & Doremus Investment Management History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2025 Oct 15, 2025
MV CAPITAL MANAGEMENT, INC. History New 7 0 — — — +7 New Q4 2025 Feb 23, 2026
Horizon Investments, LLC History New 6 0 — — — +6 New Q4 2025 Feb 02, 2026
FINANCIAL CONSULATE, INC History New 6 0 — — — +6 New Q4 2025 Jan 22, 2026
Root Financial Partners, LLC History Added to 7 0 — — — +6 600.0% Q4 2025 Feb 10, 2026
Quest 10 Wealth Builders, Inc. History Reduced 6 0 — 0.0% — -2 -25.0% Q4 2025 Jan 29, 2026
Bear Mountain Capital, Inc. History Closed out 0 0 — — — -2 -100.0% Q3 2025 Nov 12, 2025
CURIO WEALTH, LLC History New 1 0 — — — +1 New Q4 2025 Feb 11, 2026
Leonteq Securities AG History No change 5 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
High Note Wealth, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 05, 2026
RMG Wealth Management LLC History No change 2 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 28, 2026