BROWN & BROWN, INC. - BRO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 137 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 37,634,847 2,999,497 0.04% 0.05% 1 +303,955 0.81% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 21,770,945 1,735,144 0.03% 0.03% 2 +796,956 3.8% Q4 2025 Feb 12, 2026
Capital World Investors History Added to 17,886,395 1,425,545 0.19% 0.22% 3 +407,006 2.33% Q4 2025 Feb 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 15,362,548 1,224,397 0.63% 0.73% 4 -53,642 -0.35% Q4 2025 Feb 02, 2026
STATE STREET CORP History Added to 13,403,814 1,068,283 0.04% 0.04% 5 +282,988 2.16% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 10,536,563 839,764 0.04% 0.06% 6 -1,416,698 -11.85% Q4 2025 Feb 17, 2026
Select Equity Group, L.P. History Added to 9,434,802 751,953 3.24% 2.35% 7 +3,358,403 55.27% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 7,952,957 631,494 0.04% 0.05% 8 +118,225 1.51% Q4 2025 Feb 09, 2026
NORGES BANK History New 6,484,778 516,836 0.06% 9 +6,484,778 New Q4 2025 Feb 10, 2026
PARNASSUS INVESTMENTS, LLC History Reduced 6,204,729 494,516 1.28% 1.48% 10 -630,126 -9.22% Q4 2025 Feb 12, 2026
Capital International Investors History New 4,663,165 371,654 0.06% 11 +4,663,165 New Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 4,620,122 368,223 0.02% 0.03% 12 -74,467 -1.59% Q4 2025 Feb 13, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Added to 4,538,584 361,725 3.1% 1.63% 13 +2,589,048 132.8% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 3,929,461 313,178 0.1% 0.08% 14 +1,361,934 53.04% Q4 2025 Feb 11, 2026
BARCLAYS PLC History Added to 3,397,991 270,819 0.06% 0.05% 15 +882,830 35.1% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 3,396,464 270,699 0.04% 16 +3,396,464 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,009,060 239,822 0.04% 0.06% 17 -195,816 -6.11% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 2,858,421 227,816 0.03% 0.04% 18 +456,412 19.0% Q4 2025 Feb 19, 2026
Allspring Global Investments Holdings, LLC History Added to 2,802,327 217,516 0.35% 0.41% 19 +57,274 2.09% Q4 2025 Jan 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,494,762 198,832 0.01% 0.02% 20 -81,645 -3.17% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 2,456,172 195,756 0.02% 0.03% 21 -146,188 -5.62% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 2,422,970 193,110 0.01% 0.01% 22 +491,131 25.42% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 2,184,733 174,123 0.02% 0.02% 23 +55,629 2.61% Q4 2025 Mar 25, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 2,183,511 174,025 3.62% 4.05% 24 +27,056 1.25% Q4 2025 Feb 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 2,041,737 162,726 0.13% 25 +2,041,737 New Q4 2025 Feb 13, 2026
Madison Asset Management, LLC History Reduced 1,987,110 158,372 1.82% 2.08% 26 -21,650 -1.08% Q4 2025 Feb 04, 2026
UBS Group AG History Added to 1,972,258 157,188 0.03% 0.02% 27 +475,951 31.81% Q4 2025 Jan 29, 2026
ProShare Advisors LLC History Added to 1,849,673 147,418 0.26% 0.33% 28 +150,004 8.83% Q4 2025 Feb 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,753,576 139,760 0.02% 0.03% 29 +46,622 2.73% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,723,389 137,362 0.03% 0.03% 30 +152,874 9.73% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 1,490,755 118,813 0.03% 0.03% 31 -39,014 -2.55% Q4 2025 Feb 13, 2026
GOBI CAPITAL LLC History Added to 1,428,677 113,865 5.52% 4.99% 32 +332,474 30.33% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 1,389,128 110,713 0.02% 0.02% 33 -31,686 -2.23% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Added to 1,358,086 108,239 0.15% 0.15% 34 +230,464 20.44% Q4 2025 Feb 10, 2026
Tandem Investment Advisors, Inc. History Reduced 1,291,818 102,957 3.83% 4.44% 35 -93,396 -6.74% Q4 2025 Feb 09, 2026
Legal & General Group Plc History Reduced 1,112,254 88,646 0.02% 0.02% 36 -38,717 -3.36% Q4 2025 Feb 09, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 1,111,607 88,595 0.15% 0.31% 37 -697,267 -38.55% Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 1,107,903 88,299 0.24% 0.28% 38 -96,227 -7.99% Q4 2025 Feb 13, 2026
Champlain Investment Partners, LLC History New 1,099,310 87,615 0.89% 39 +1,099,310 New Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 1,098,158 87,523 0.15% 0.4% 40 -1,241,347 -53.06% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,074,000 85,597 0.13% 0.12% 41 +87,000 8.81% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,008,132 80,348 0.02% 0.03% 42 -79,277 -7.29% Q4 2025 Feb 18, 2026
Rathbones Group PLC History Added to 980,954 78,182 0.31% 0.3% 43 +186,251 23.44% Q4 2025 Feb 06, 2026
Verition Fund Management LLC History Added to 928,061 73,966 0.29% 0.3% 44 +151,794 19.55% Q4 2025 Feb 13, 2026
Polar Capital Holdings Plc History New 925,000 73,722 0.28% 45 +925,000 New Q4 2025 Feb 17, 2026
Jain Global LLC History No change 843,015 67,188 0.32% 0.38% 46 0 0.0% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 833,045 66,393 0.04% 0.04% 47 +12,155 1.48% Q4 2025 Jan 23, 2026
CHILTON INVESTMENT CO INC. History Reduced 827,866 65,980 1.38% 3.12% 48 -802,743 -49.23% Q4 2025 Feb 17, 2026
Swiss National Bank History Reduced 793,600 63,249 0.04% 0.05% 49 -62,100 -7.26% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 777,508 61,967 0.09% 50 +777,508 New Q4 2025 Feb 17, 2026
Giverny Capital Inc. History Added to 772,520 61,569 2.05% 1.02% 51 +450,274 139.73% Q4 2025 Feb 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 745,960 59,743 0.05% 0.07% 52 -96,404 -11.44% Q4 2025 Jan 08, 2026
MILLENNIUM MANAGEMENT LLC History Added to 748,610 59,664 0.03% 0.0% 53 +649,911 658.48% Q4 2025 Feb 17, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 691,574 55,118 0.12% 0.26% 54 -597,276 -46.34% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 672,458 53,594 0.29% 0.45% 55 -116,257 -14.74% Q4 2025 Feb 12, 2026
Dundas Partners LLP History Added to 666,803 53,144 3.74% 4.19% 56 +33,262 5.25% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 671,735 52,140 0.04% 0.04% 57 +29,502 4.59% Q4 2025 Feb 03, 2026
Quantum Capital Management, LLC / NJ History Added to 649,855 51,793 6.0% 2.69% 58 +388,059 148.23% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 625,105 49,820 0.01% 0.02% 59 -88,339 -12.38% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History Added to 610,737 48,743 0.02% 0.03% 60 +21,643 3.67% Q4 2025 Mar 20, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 609,825 48,603 0.02% 0.02% 61 +289,638 90.46% Q4 2025 Feb 10, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 605,569 48,263 0.03% 0.04% 62 -94,680 -13.52% Q4 2025 Feb 12, 2026
Nuveen, LLC History Reduced 600,510 47,860 0.01% 0.02% 63 -57,225 -8.7% Q4 2025 Feb 12, 2026
Prana Capital Management, LP History Reduced 596,403 47,533 1.72% 2.94% 64 -344,438 -36.61% Q4 2025 Feb 17, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 580,610 46,274 0.33% 0.42% 65 -89,057 -13.3% Q4 2025 Jan 09, 2026
PFA Pension, Forsikringsaktieselskab History New 576,240 46,225 0.13% 66 +576,240 New Q4 2025 Feb 02, 2026
SEI INVESTMENTS CO History Added to 570,986 45,508 0.04% 0.05% 67 +76,528 15.48% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 569,029 45,351 0.04% 0.04% 68 -7,743 -1.34% Q4 2025 Feb 13, 2026
Amundi History Added to 568,106 45,278 0.01% 0.02% 69 +27,013 4.99% Q4 2025 Feb 17, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Added to 555,400 44,265 1.55% 1.68% 70 +23,000 4.32% Q4 2025 Feb 04, 2026
SNYDER CAPITAL MANAGEMENT L P History Reduced 555,292 44,256 0.82% 1.0% 71 -7,379 -1.31% Q4 2025 Feb 12, 2026
Clarkston Capital Partners, LLC History Reduced 554,060 44,158 1.02% 1.43% 72 -156,010 -21.97% Q4 2025 Feb 13, 2026
Vest Financial, LLC History Added to 552,994 44,073 0.56% 0.65% 73 +19,503 3.66% Q4 2025 Jan 30, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 527,749 42,062 0.0% 0.01% 74 -150,328 -22.17% Q4 2025 Feb 17, 2026
National Pension Service History Added to 503,604 40,137 0.03% 0.03% 75 +151,373 42.98% Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 503,259 40,109 0.1% 0.12% 76 +32,020 6.79% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 485,153 38,666 0.07% 0.1% 77 -25,091 -4.92% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 467,536 37,262 0.01% 0.02% 78 -131,110 -21.9% Q4 2025 Feb 12, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 461,567 36,786 0.54% 0.83% 79 +27,870 6.43% Q4 2025 Feb 06, 2026
EULAV Asset Management History No change 444,900 35,458 0.95% 0.97% 80 0 0.0% Q4 2025 Feb 11, 2026
CIBC Asset Management Inc History Added to 432,392 34,393 0.08% 0.02% 81 +355,132 459.66% Q4 2025 Feb 10, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Added to 425,746 33,931 1.44% 1.79% 82 +2,155 0.51% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 422,384 33,664 0.08% 0.11% 83 -129,225 -23.43% Q4 2025 Jan 30, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 413,319 32,941 0.49% 0.4% 84 +114,959 38.53% Q4 2025 Jan 05, 2026
CITIGROUP INC History Added to 412,979 32,914 0.01% 0.01% 85 +159,945 63.21% Q4 2025 Feb 13, 2026
TimesSquare Capital Management, LLC History Reduced 409,702 32,653 0.49% 0.66% 86 -79,868 -16.31% Q4 2025 Feb 06, 2026
Local Pensions Partnership Investment Ltd History Added to 406,000 32,356 0.57% 0.62% 87 +17,000 4.37% Q4 2025 Jan 27, 2026
DF DENT & CO INC History Added to 386,955 30,840 0.44% 0.35% 88 +101,492 35.55% Q4 2025 Feb 17, 2026
BARR E S & CO History Added to 362,669 28,904 1.5% 1.55% 89 +57,971 19.03% Q4 2025 Feb 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 348,673 27,789 0.03% 0.04% 90 -52,061 -12.99% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 318,440 25,395 0.03% 0.03% 91 +37,485 13.34% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 317,879 25,334 0.03% 0.03% 92 +1,407 0.44% Q4 2025 Feb 13, 2026
PhiloSmith Capital Corp History Added to 317,450 25,300 6.96% 7.62% 93 +25,000 8.55% Q4 2025 Jan 28, 2026
ALLIANCEBERNSTEIN L.P. History Added to 308,834 24,614 0.01% 0.01% 94 +16,514 5.65% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Reduced 308,555 24,591 0.1% 0.13% 95 -425 -0.14% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Reduced 300,530 23,952 0.09% 0.2% 96 -195,656 -39.43% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 297,133 23,682 0.02% 0.03% 97 -11,382 -3.69% Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 260,347 23,316 0.04% 0.04% 98 0 0.0% Q4 2025 Jan 28, 2026
CORTLAND ASSOCIATES INC/MO History New 289,445 23,069 2.91% 99 +289,445 New Q4 2025 Jan 28, 2026
FIL Ltd History Reduced 279,571 22,281 0.02% 0.03% 100 -65,240 -18.92% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 277,939 22,157 0.03% 0.09% 101 -84,836 -23.39% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 277,444 22,112 0.01% 0.01% 102 +15,663 5.98% Q4 2025 Feb 11, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 276,143 22,008 0.09% 103 +276,143 New Q4 2025 Feb 17, 2026
Vancity Investment Management Ltd History Reduced 275,696 21,972 2.99% 3.62% 104 -14,167 -4.89% Q4 2025 Feb 19, 2026
AMERIPRISE FINANCIAL INC History Reduced 273,942 21,834 0.0% 0.01% 105 -7,479 -2.66% Q4 2025 Feb 17, 2026
Port Capital LLC History Reduced 269,547 21,482 0.93% 1.34% 106 -73,903 -21.52% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Reduced 258,141 20,582 0.02% 0.03% 107 -67,686 -20.77% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Reduced 284,679 20,413 0.03% 0.05% 108 -57,057 -16.7% Q4 2025 Mar 09, 2026
TRUIST FINANCIAL CORP History Reduced 249,304 19,869 0.03% 0.03% 109 -18,834 -7.02% Q4 2025 Feb 02, 2026
AVIVA PLC History Added to 239,542 19,091 0.03% 0.04% 110 +11,745 5.16% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 225,741 17,991 0.03% 0.04% 111 -17,557 -7.22% Q4 2025 Feb 12, 2026
APG Asset Management N.V. History Reduced 261,387 17,738 0.05% 0.07% 112 -63,423 -19.53% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 221,109 17,622 0.02% 0.0% 113 +218,119 7294.95% Q4 2025 Jan 09, 2026
Candriam S.C.A. History Reduced 207,323 16,524 0.08% 0.11% 114 -10,215 -4.7% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History Added to 202,363 16,128 0.04% 0.04% 115 +19,800 10.85% Q4 2025 Feb 02, 2026
Summit Wealth Partners, LLC History No change 201,700 16,075 2.97% 3.41% 116 0 0.0% Q4 2025 Jan 27, 2026
ExodusPoint Capital Management, LP History New 194,797 15,525 0.12% 117 +194,797 New Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 191,552 15,267 0.03% 0.04% 118 -12,315 -6.04% Q4 2025 Jan 30, 2026
SEVEN GRAND MANAGERS, LLC History Reduced 187,500 14,943 1.14% 2.86% 119 -187,500 -50.0% Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Added to 202,621 14,608 0.05% 0.03% 120 +99,153 95.83% Q4 2025 Feb 18, 2026
Baird Financial Group, Inc. History Added to 181,163 14,438 0.02% 0.03% 122 +1,774 0.99% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Reduced 179,872 14,438 0.16% 0.2% 121 -573 -0.32% Q4 2025 Jan 26, 2026
MACKENZIE FINANCIAL CORP History Added to 172,852 13,838 0.02% 0.0% 123 +144,576 511.3% Q4 2025 Feb 18, 2026
Aberdeen Group plc History Reduced 173,615 13,837 0.02% 0.03% 124 -9,949 -5.42% Q4 2025 Jan 16, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 172,518 13,801 0.02% 0.02% 125 +20,380 13.4% Q4 2025 Jan 28, 2026
Motley Fool Wealth Management, LLC History Reduced 171,782 13,691 1.06% 1.29% 126 -31,040 -15.3% Q4 2025 Feb 11, 2026
JACKSON HILL ADVISORS, LLC History Added to 170,000 13,549 6.29% 2.88% 127 +105,000 161.54% Q4 2025 Feb 10, 2026
Running Oak Capital LLC History Added to 168,143 13,401 1.68% 1.76% 128 +572 0.34% Q4 2025 Jan 23, 2026
Distillate Capital Partners LLC History Reduced 168,060 13,394 0.69% 0.85% 129 -6,172 -3.54% Q4 2025 Feb 12, 2026
BAILLIE GIFFORD & CO History New 166,161 13,243 0.01% 130 +166,161 New Q4 2025 Jan 23, 2026
1832 Asset Management L.P. History Reduced 164,977 13,148 0.01% 0.01% 131 -5,563 -3.26% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 164,772 13,132 0.0% 0.0% 132 +12,110 7.93% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 160,455 12,788 0.03% 0.04% 133 -4,640 -2.81% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 158,455 12,628 0.42% 0.02% 134 +149,540 1677.4% Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History Reduced 158,250 12,612 0.07% 0.11% 135 -2,162 -1.35% Q4 2025 Jan 29, 2026
SPEECE THORSON CAPITAL GROUP INC History Added to 157,113 12,522 2.71% 1.78% 136 +62,326 65.75% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Added to 152,259 12,135 0.0% 0.0% 137 +41,608 37.6% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 153,882 12,072 0.02% 0.02% 138 -28,229 -15.5% Q4 2025 Feb 17, 2026
Chevy Chase Trust Holdings, LLC History Added to 150,366 11,984 0.03% 0.04% 139 +834 0.56% Q4 2025 Feb 13, 2026
Korea Investment CORP History Added to 150,298 11,978 0.02% 0.02% 140 +42,348 39.23% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 143,914 11,469 0.01% 0.02% 141 -11,652 -7.49% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 142,515 11,358 0.01% 0.01% 142 -30,770 -17.76% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 139,418 11,111 0.01% 0.02% 143 +12,700 10.02% Q4 2025 Feb 12, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Added to 137,386 10,949 1.29% 1.46% 144 +5,007 3.78% Q4 2025 Jan 29, 2026
TD ASSET MANAGEMENT INC History Reduced 135,369 10,788 0.01% 0.01% 145 -4,350 -3.11% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 135,335 10,786 0.01% 0.07% 146 -1,068,983 -88.76% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 134,725 10,736 0.01% 0.02% 147 -48,959 -26.65% Q4 2025 Feb 17, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 131,743 10,499 0.09% 148 +131,743 New Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Added to 129,759 10,342 0.02% 0.03% 149 +5,894 4.76% Q4 2025 Feb 11, 2026
TORONTO DOMINION BANK History Reduced 128,489 10,240 0.02% 0.02% 150 -10,561 -7.6% Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 126,993 10,164 0.05% 0.06% 151 -1,235 -0.96% Q4 2025 Feb 06, 2026
Asset Management One Co., Ltd. History Added to 124,818 10,089 0.03% 0.03% 152 +1,133 0.92% Q4 2025 Jan 27, 2026
FRANKLIN RESOURCES INC History Added to 125,286 9,985 0.0% 0.0% 153 +1,924 1.56% Q4 2025 Feb 11, 2026
OMERS ADMINISTRATION Corp History No change 124,671 9,936 0.07% 0.08% 154 0 0.0% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 121,446 9,679 0.0% 0.0% 155 -54,347 -30.92% Q4 2025 Feb 17, 2026
Treasurer of the State of North Carolina History Reduced 120,997 9,643 0.03% 0.04% 156 -4,439 -3.54% Q4 2025 Feb 13, 2026
Taikang Asset Management (Hong Kong) Co Ltd History Reduced 120,345 9,591 0.95% 1.37% 157 -10,633 -8.12% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 119,469 9,523 0.02% 0.02% 158 -47,703 -28.54% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Reduced 118,876 9,474 0.13% 0.16% 159 -68 -0.06% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Reduced 118,156 9,417 0.02% 0.07% 160 -151,508 -56.18% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 115,317 9,190 0.01% 0.02% 161 -64,836 -35.99% Q4 2025 Feb 12, 2026
TrinityBridge Ltd History Reduced 114,119 9,095 0.2% 2.27% 162 -972,569 -89.5% Q4 2025 Feb 10, 2026
Sterling Capital Management LLC History Reduced 114,035 9,088 0.15% 0.18% 163 -20,537 -15.26% Q4 2025 Feb 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 113,372 9,036 0.2% 0.23% 164 0 0.0% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 113,037 9,009 0.02% 0.03% 165 +1,533 1.37% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History Added to 111,925 8,920 0.2% 0.03% 166 +100,135 849.32% Q4 2025 Feb 13, 2026
LOUNTZIS ASSET MANAGEMENT, LLC History Reduced 107,639 8,578 3.05% 3.32% 167 -961 -0.88% Q4 2025 Feb 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 103,324 8,173 0.09% 0.11% 168 -1,630 -1.55% Q4 2025 Jan 21, 2026
KLP KAPITALFORVALTNING AS History No change 101,700 8,105 0.03% 0.04% 169 0 0.0% Q4 2025 Jan 28, 2026
SPRING CAPITAL MANAGEMENT, LLC History Added to 101,631 8,099 4.1% 4.62% 170 +1,121 1.12% Q4 2025 Jan 13, 2026
Copeland Capital Management, LLC History Reduced 101,563 8,094 0.18% 0.21% 171 -6,540 -6.05% Q4 2025 Jan 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 101,223 8,067 0.01% 0.01% 172 -6,977 -6.45% Q4 2025 Feb 12, 2026
LRZ CAPITAL LLC History New 101,000 8,049 3.63% 173 +101,000 New Q4 2025 Feb 18, 2026
Creative Planning History Added to 99,455 7,926 0.01% 0.01% 174 +4,275 4.49% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 98,788 7,873 0.03% 0.04% 175 -5,126 -4.93% Q4 2025 Jan 30, 2026
GHP Investment Advisors, Inc. History Added to 96,928 7,725 0.32% 0.28% 176 +26,887 38.39% Q4 2025 Jan 27, 2026
Channing Capital Management, LLC History New 95,267 7,592 0.2% 177 +95,267 New Q4 2025 Feb 13, 2026
Cornerstone Advisors, LLC History New 95,028 7,573 0.25% 178 +95,028 New Q4 2025 Feb 13, 2026
Moran Wealth Management, LLC History New 93,521 7,453 0.23% 179 +93,521 New Q4 2025 Jan 26, 2026
COOPER INVESTORS PTY LTD History No change 92,540 7,375 2.45% 2.37% 180 0 0.0% Q4 2025 Jan 14, 2026
Mn Services Vermogensbeheer B.V. History Added to 92,248 7,352 0.05% 0.06% 181 +1,248 1.37% Q4 2025 Jan 15, 2026
Pictet North America Advisors SA History Reduced 92,125 7,342 0.7% 0.87% 182 -6,712 -6.79% Q4 2025 Jan 16, 2026
Redwood Grove Capital, LLC History New 92,000 7,332 2.09% 183 +92,000 New Q4 2025 Feb 17, 2026
FIRST MERCHANTS CORP History Reduced 90,746 7,232 0.27% 0.32% 184 -1,158 -1.26% Q4 2025 Jan 12, 2026
Rafferty Asset Management, LLC History Reduced 89,577 7,139 0.02% 0.03% 185 -7,936 -8.14% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 88,656 7,116 0.15% 0.18% 186 +11 0.01% Q4 2025 Jan 26, 2026
Heron Bay Capital Management History Reduced 89,190 7,108 1.36% 1.56% 187 -151 -0.17% Q4 2025 Feb 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 88,571 7,059 0.03% 0.04% 188 +3 0.0% Q4 2025 Feb 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 87,959 7,010 0.15% 0.19% 189 -3,044 -3.34% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 87,858 7,002 0.01% 0.01% 190 -879 -0.99% Q4 2025 Jan 30, 2026
BCM ADVISORS, LLC History Reduced 88,234 6,986 1.34% 1.46% 191 -24 -0.03% Q4 2025 Jan 26, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 86,922 6,927 0.02% 0.03% 192 -237 -0.27% Q4 2025 Feb 17, 2026
Boston Trust Walden Corp History Added to 86,294 6,877 0.05% 0.05% 193 +18,627 27.53% Q4 2025 Jan 28, 2026
JANE STREET GROUP, LLC History Added to 85,683 6,828 0.0% 0.0% 194 +27,824 48.09% Q4 2025 Feb 12, 2026
Handelsbanken Fonder AB History Reduced 82,134 6,546 0.02% 0.04% 195 -53,800 -39.58% Q4 2025 Feb 06, 2026
Marks Group Wealth Management, Inc History Reduced 80,601 6,423 0.61% 0.76% 196 -6,066 -7.0% Q4 2025 Feb 11, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History No change 79,697 6,351 0.03% 0.04% 197 0 0.0% Q4 2025 Feb 06, 2026
Arizona State Retirement System History Reduced 79,468 6,333 0.03% 0.04% 198 -8,334 -9.49% Q4 2025 Jan 28, 2026
Mariner, LLC History Added to 78,182 6,231 0.01% 0.01% 199 +3,492 4.68% Q4 2025 Feb 13, 2026
Motley Fool Asset Management LLC History Reduced 77,473 6,174 0.24% 0.34% 200 -10,190 -11.62% Q4 2025 Feb 11, 2026
Czech National Bank History Added to 77,423 6,170 0.04% 0.05% 201 +3,008 4.04% Q4 2025 Jan 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 76,851 6,125 0.03% 0.04% 202 -2,400 -3.03% Q4 2025 Jan 29, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 74,904 5,969 0.02% 0.02% 203 +11,680 18.47% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 74,583 5,951 0.0% 0.0% 204 +459 0.62% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 72,951 5,814 0.01% 0.02% 205 +591 0.82% Q4 2025 Jan 27, 2026
BANK OF NOVA SCOTIA History Reduced 72,147 5,750 0.01% 0.06% 206 -302,425 -80.74% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 71,779 5,720 0.03% 0.03% 207 -2,080 -2.82% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Reduced 71,752 5,718 0.04% 0.07% 208 -30,322 -29.71% Q4 2025 Feb 17, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 71,129 5,668 0.71% 0.64% 209 +15,732 28.4% Q4 2025 Feb 09, 2026
Neuberger Berman Group LLC History Reduced 70,714 5,635 0.0% 0.01% 210 -2,636 -3.59% Q4 2025 Feb 13, 2026
Walleye Capital LLC History New 69,411 5,532 0.02% 211 +69,411 New Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 68,298 5,443 0.03% 0.03% 212 -2,062 -2.93% Q4 2025 Feb 10, 2026
Bayview Asset Management, LLC History New 68,109 5,428 1.25% 213 +68,109 New Q4 2025 Feb 13, 2026
TOWER BRIDGE ADVISORS History Reduced 67,970 5,417 0.55% 0.98% 214 -37,168 -35.35% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 66,271 5,282 0.08% 0.11% 215 -12,540 -15.91% Q4 2025 Feb 09, 2026
COMERICA BANK History Reduced 66,021 5,261 0.02% 0.02% 216 -2,316 -3.39% Q4 2025 Jan 29, 2026
Capital International, Inc./CA/ History New 64,880 5,170 0.04% 217 +64,880 New Q4 2025 Feb 11, 2026
Westbourne Investment Advisors, Inc. History Added to 63,849 5,088 1.4% 1.57% 218 +3,885 6.48% Q4 2025 Jan 23, 2026
Rockefeller Capital Management L.P. History Added to 62,498 4,981 0.01% 0.0% 219 +38,732 162.97% Q4 2025 Mar 16, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Added to 62,475 4,979 0.05% 0.04% 220 +10,250 19.63% Q4 2025 Jan 15, 2026
Retirement Systems of Alabama History Reduced 62,464 4,978 0.02% 0.02% 221 -37 -0.06% Q4 2025 Jan 15, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 60,380 4,812 0.02% 0.01% 222 +15,096 33.34% Q4 2025 Feb 18, 2026
Stonebridge Financial Group, LLC History Added to 59,312 4,727 0.4% 0.47% 223 +2,989 5.31% Q4 2025 Jan 21, 2026
D. E. Shaw & Co., Inc. History Reduced 58,334 4,649 0.0% 0.01% 224 -207,261 -78.04% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 58,320 4,648 0.01% 0.01% 225 +9,720 20.0% Q4 2025 Jan 26, 2026
DnB Asset Management AS History Added to 57,988 4,621 0.02% 0.02% 226 +506 0.88% Q4 2025 Feb 05, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 57,745 4,602 0.02% 0.03% 227 -15,397 -21.05% Q4 2025 Feb 12, 2026
MUFG Securities EMEA plc History Added to 57,425 4,576 0.05% 0.01% 228 +51,817 923.98% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Reduced 55,575 4,429 0.01% 0.01% 229 -6,078 -9.86% Q4 2025 Feb 12, 2026
NewEdge Advisors, LLC History Reduced 55,150 4,395 0.02% 0.03% 230 -3,928 -6.65% Q4 2025 Feb 18, 2026
AMALGAMATED BANK History Reduced 55,133 4,394 0.03% 0.04% 231 -2,445 -4.25% Q4 2025 Feb 05, 2026
Campbell & CO Investment Adviser LLC History New 55,093 4,390 0.21% 232 +55,093 New Q4 2025 Feb 12, 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD History No change 54,440 4,338 1.11% 1.26% 233 0 0.0% Q4 2025 Feb 03, 2026
Triad Investment Management History New 54,122 4,313 4.37% 234 +54,122 New Q4 2025 Jan 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 53,993 4,303 0.0% 0.0% 235 +1,271 2.41% Q4 2025 Feb 06, 2026
FORSTA AP-FONDEN History Reduced 53,700 4,279 0.03% 0.03% 236 -4,800 -8.21% Q4 2025 Feb 10, 2026
BENJAMIN EDWARDS INC History Reduced 53,608 4,272 0.05% 0.06% 237 -3,896 -6.78% Q4 2025 Feb 02, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 52,818 4,209 0.01% 0.02% 238 +3,392 6.86% Q4 2025 Jan 15, 2026
IFM Investors Pty Ltd History Added to 52,619 4,194 0.03% 0.04% 239 +361 0.69% Q4 2025 Feb 12, 2026
Ensign Peak Advisors, Inc History Reduced 52,284 4,167 0.01% 0.02% 240 -89,915 -63.23% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 51,840 4,131 0.04% 0.1% 241 -73,164 -58.53% Q4 2025 Feb 10, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 51,303 4,088 0.02% 0.02% 242 +8,647 20.27% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 51,270 4,086 0.01% 0.01% 243 -25,715 -33.4% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 50,914 4,057 0.02% 0.03% 244 -11,257 -18.11% Q4 2025 Feb 11, 2026
Daiwa Securities Group Inc. History Added to 50,133 3,996 0.01% 0.02% 245 +875 1.78% Q4 2025 Feb 11, 2026
Southeast Asset Advisors, LLC History Added to 48,683 3,880 0.37% 0.38% 246 +10,984 29.14% Q4 2025 Feb 13, 2026
XPONANCE LLC History Added to 47,954 3,821 0.03% 0.03% 247 +2,909 6.46% Q4 2025 Feb 12, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 46,880 3,736 0.22% 0.61% 248 -62,366 -57.09% Q4 2025 Jan 22, 2026
Utah Retirement Systems History Added to 46,613 3,715 0.04% 0.04% 249 +551 1.2% Q4 2025 Feb 17, 2026
WealthPlan Investment Management, LLC History Reduced 46,600 3,714 0.24% 0.62% 250 -52,539 -53.0% Q4 2025 Feb 05, 2026
&PARTNERS History Reduced 45,593 3,633 0.02% 0.03% 251 -2,862 -5.91% Q4 2025 Feb 17, 2026
KBC Group NV History Added to 45,146 3,598 0.01% 0.01% 252 +325 0.73% Q4 2025 Jan 26, 2026
PARK NATIONAL CORP /OH/ History Reduced 44,675 3,560 0.11% 0.14% 253 -1,450 -3.14% Q4 2025 Jan 05, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 44,495 3,546 0.03% 0.03% 254 -104 -0.23% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 44,028 3,509 0.04% 0.05% 255 +1,284 3.0% Q4 2025 Feb 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 43,891 3,498 0.15% 0.18% 256 -416 -0.94% Q4 2025 Feb 09, 2026
Edgestream Partners, L.P. History New 42,233 3,365 0.09% 257 +42,233 New Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 41,738 3,326 0.09% 0.02% 258 +37,631 916.26% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 41,314 3,292 0.04% 259 +41,314 New Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 40,983 3,266 0.1% 0.25% 260 -768 -1.84% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 40,704 3,244 0.02% 261 +40,704 New Q4 2025 Feb 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 40,194 3,203 0.03% 0.03% 262 +466 1.17% Q4 2025 Feb 05, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 39,981 3,186 0.03% 0.03% 263 -96 -0.24% Q4 2025 Feb 03, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 39,272 3,129 0.03% 0.04% 264 -1,561 -3.82% Q4 2025 Feb 10, 2026
Rakuten Investment Management, Inc. History Reduced 38,456 3,109 0.01% 0.04% 265 -202,958 -84.07% Q4 2025 Feb 17, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Reduced 38,359 3,057 0.02% 0.02% 266 -129 -0.34% Q4 2025 Feb 17, 2026
HWG Holdings LP History Reduced 37,640 2,999 0.73% 1.59% 267 -29,461 -43.91% Q4 2025 Jan 12, 2026
AGF MANAGEMENT LTD History Added to 36,938 2,943 0.01% 0.01% 268 +3,262 9.69% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 36,685 2,923 0.0% 0.0% 269 +13,665 59.36% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 36,493 2,908 0.0% 0.0% 270 -9,006 -19.79% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 36,004 2,869 0.04% 0.04% 271 +8,921 32.94% Q4 2025 Feb 17, 2026
Integrity Financial Corp /WA History Added to 35,777 2,851 1.44% 1.6% 272 +1 0.0% Q4 2025 Feb 13, 2026
First National Advisers, LLC History Reduced 35,009 2,790 0.38% 0.46% 273 -1,089 -3.02% Q4 2025 Feb 04, 2026
UniSuper Management Pty Ltd History Reduced 34,530 2,752 0.02% 0.02% 274 -15 -0.04% Q4 2025 Feb 12, 2026
CIM, LLC History Added to 34,296 2,733 0.36% 0.35% 275 +5,511 19.15% Q4 2025 Feb 18, 2026
Legacy Financial Strategies, LLC History Reduced 34,212 2,726 0.48% 0.61% 276 -1,772 -4.92% Q4 2025 Jan 23, 2026
Independent Advisor Alliance History Added to 33,805 2,694 0.07% 0.08% 277 +162 0.48% Q4 2025 Feb 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 33,652 2,682 0.03% 0.04% 278 +100 0.3% Q4 2025 Feb 04, 2026
Tredje AP-fonden History New 33,439 2,665 0.02% 279 +33,439 New Q4 2025 Feb 06, 2026
Davidson Kahn Capital Management, LLC History Added to 33,290 2,653 1.38% 1.33% 280 +7,822 30.71% Q4 2025 Jan 28, 2026
Gator Capital Management, LLC History New 33,171 2,643 0.54% 281 +33,171 New Q4 2025 Feb 13, 2026
OP Asset Management Ltd History Added to 33,119 2,639 0.03% 0.04% 282 +1,470 4.64% Q4 2025 Apr 21, 2026
Aquatic Capital Management LLC History New 32,890 2,621 0.07% 283 +32,890 New Q4 2025 Feb 17, 2026
Summit Financial, LLC History Reduced 32,132 2,560 0.04% 0.05% 284 -522 -1.6% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 32,111 2,559 0.02% 0.03% 285 +4,515 16.36% Q4 2025 Feb 13, 2026
M Holdings Securities, Inc. History New 31,311 2,495 0.18% 287 +31,311 New Q4 2025 Feb 11, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History Reduced 31,306 2,495 0.14% 0.19% 286 -5,391 -14.69% Q4 2025 Jan 30, 2026
NEOS Investment Management LLC History Added to 31,214 2,487 0.01% 0.02% 288 +4,944 18.82% Q4 2025 Feb 17, 2026
WealthPLAN Partners, LLC History Reduced 30,491 2,430 0.36% 0.51% 289 -6,079 -16.62% Q4 2025 Feb 12, 2026
Avanza Fonder AB History Added to 30,139 2,402 0.06% 0.05% 290 +7,949 35.82% Q4 2025 Jan 12, 2026
HighTower Advisors, LLC History Reduced 30,049 2,394 0.0% 0.0% 291 -315 -1.04% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 29,617 2,360 0.01% 0.01% 292 -641 -2.12% Q4 2025 Feb 05, 2026
Elser Financial Planning, Inc History Added to 29,533 2,353 1.7% 3.32% 293 +4 0.01% Q4 2025 Jan 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 29,410 2,343 0.18% 0.03% 295 +24,733 528.82% Q4 2025 Jan 23, 2026
DAVENPORT & Co LLC History Reduced 29,399 2,343 0.01% 0.02% 294 -4,674 -13.72% Q4 2025 Jan 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 29,251 2,331 0.03% 0.04% 296 +19 0.06% Q4 2025 Feb 09, 2026
State of Alaska, Department of Revenue History Reduced 28,998 2,311 0.02% 0.03% 297 -2,250 -7.2% Q4 2025 Jan 23, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 28,750 2,291 0.04% 0.04% 298 +170 0.59% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 28,314 2,256 0.0% 0.0% 299 +2,153 8.23% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 28,268 2,252 0.01% 0.02% 300 +61 0.22% Q4 2025 Feb 12, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 27,538 2,194 0.06% 0.08% 301 -3,566 -11.46% Q4 2025 Jan 23, 2026
T. Rowe Price Investment Management, Inc. History Reduced 26,764 2,134 0.0% 0.01% 302 -92,028 -77.47% Q4 2025 Feb 19, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 26,601 2,120 0.0% 0.0% 303 +10,007 60.3% Q4 2025 Feb 17, 2026
Ironwood Investment Counsel, LLC History Reduced 26,363 2,101 0.29% 0.36% 304 -100 -0.38% Q4 2025 Feb 06, 2026
HRT FINANCIAL LP History New 26,320 2,097 0.01% 305 +26,320 New Q4 2025 Feb 12, 2026
Delta Global Management LP History Added to 26,228 2,090 0.15% 0.18% 306 +200 0.77% Q4 2025 Feb 18, 2026
JANUS HENDERSON GROUP PLC History Added to 26,156 2,084 0.0% 0.0% 307 +611 2.39% Q4 2025 Feb 17, 2026
GAM Holding AG History Added to 26,110 2,080 0.13% 0.12% 308 +4,818 22.63% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 24,714 1,969 0.0% 0.03% 309 -237,318 -90.57% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 24,601 1,961 0.01% 0.06% 310 -147,390 -85.7% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Reduced 24,608 1,961 0.01% 0.01% 311 -159 -0.64% Q4 2025 Feb 10, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 24,432 1,947 0.02% 0.03% 312 +1,731 7.63% Q4 2025 Feb 02, 2026
Capital International Sarl History No change 24,270 1,934 0.03% 0.04% 313 0 0.0% Q4 2025 Feb 11, 2026
Invst, LLC History Reduced 24,172 1,926 0.21% 0.28% 314 -1,871 -7.18% Q4 2025 Feb 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 24,000 1,912 0.05% 0.06% 315 0 0.0% Q4 2025 Jan 12, 2026
Harbor Advisors LLC History No change 24,000 1,912 0.29% 0.35% 316 0 0.0% Q4 2025 Jan 30, 2026
WBI INVESTMENTS, LLC History New 23,906 1,905 0.5% 317 +23,906 New Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 23,759 1,893 0.01% 318 +23,759 New Q4 2025 Feb 13, 2026
Magnetar Financial LLC History New 23,714 1,890 0.02% 319 +23,714 New Q4 2025 Feb 17, 2026
Roundview Capital LLC History Reduced 23,668 1,886 0.12% 0.18% 320 -6,614 -21.84% Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Reduced 23,545 1,876 0.01% 0.01% 321 -430 -1.79% Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Added to 23,442 1,868 0.28% 0.17% 323 +10,905 86.98% Q4 2025 Jan 08, 2026
Ethic Inc. History Reduced 23,446 1,868 0.03% 0.04% 322 -1,149 -4.67% Q4 2025 Feb 03, 2026
STRS OHIO History Added to 23,418 1,866 0.01% 0.0% 324 +16,747 251.04% Q4 2025 Feb 02, 2026
MML INVESTORS SERVICES, LLC History Reduced 23,387 1,863 0.0% 0.01% 325 -5,822 -19.93% Q4 2025 Feb 13, 2026
Pacer Advisors, Inc. History Reduced 23,058 1,837 0.0% 0.01% 326 -516 -2.19% Q4 2025 Feb 24, 2026
HANCOCK WHITNEY CORP History Reduced 22,850 1,821 0.03% 0.04% 327 -5 -0.02% Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 22,636 1,804 0.01% 328 +22,636 New Q4 2025 Feb 04, 2026
Nicholson Wealth Management Group, LLC History Added to 22,570 1,798 1.06% 0.95% 329 +5,357 31.12% Q4 2025 Jan 26, 2026
Prospera Financial Services Inc History Added to 22,125 1,763 0.03% 0.03% 330 +1,411 6.81% Q4 2025 Feb 09, 2026
Lido Advisors, LLC History Added to 19,252 1,762 0.01% 0.01% 331 +429 2.28% Q4 2025 Feb 10, 2026
Lombard Odier Asset Management (USA) Corp History Reduced 22,001 1,753 0.16% 0.15% 332 -2,230 -9.2% Q4 2025 Feb 17, 2026
MIZUHO SECURITIES USA LLC History Added to 21,380 1,719 0.03% 0.04% 333 +40 0.19% Q4 2025 Feb 09, 2026
CACTI ASSET MANAGEMENT LLC History No change 21,000 1,698 0.1% 0.13% 334 0 0.0% Q4 2025 Jan 02, 2026
ALLSTATE CORP History Added to 21,182 1,688 0.02% 0.02% 335 +10,332 95.23% Q4 2025 Feb 09, 2026
MACQUARIE GROUP LTD History Reduced 20,866 1,663 0.01% 0.09% 336 -793,536 -97.44% Q4 2025 Feb 13, 2026
Penobscot Investment Management Company, Inc. History Reduced 20,763 1,654 0.12% 0.22% 337 -9,060 -30.38% Q4 2025 Jan 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 20,667 1,647 0.0% 0.0% 338 -1,935 -8.56% Q4 2025 Feb 10, 2026
FIDUCIARY TRUST CO History Added to 20,577 1,639 0.02% 0.02% 339 +764 3.86% Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History Added to 20,555 1,638 0.03% 0.03% 340 +268 1.32% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Reduced 20,408 1,626 0.03% 0.05% 341 -632 -3.0% Q4 2025 Feb 03, 2026
Atria Investments, Inc History Reduced 20,206 1,610 0.02% 0.03% 342 -7,390 -26.78% Q4 2025 Feb 05, 2026
Fairbanks Capital Management, Inc. History Reduced 20,138 1,604 0.88% 1.04% 343 -238 -1.17% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Added to 20,117 1,603 0.03% 0.05% 344 +4,938 32.53% Q4 2025 Feb 12, 2026
Ironvine Capital Partners, LLC History Added to 19,968 1,591 0.16% 0.16% 345 +2,772 16.12% Q4 2025 Feb 13, 2026
Third View Private Wealth, LLC History New 19,865 1,583 0.21% 346 +19,865 New Q4 2025 Jan 23, 2026
GLENMEDE TRUST CO NA History New 19,691 1,569 0.01% 347 +19,691 New Q4 2025 Feb 17, 2026
Trueblood Wealth Management, LLC History Added to 19,675 1,568 0.61% 0.71% 348 +121 0.62% Q4 2025 Jan 21, 2026
Investment Management Corp of Ontario History Added to 19,482 1,552 0.02% 0.02% 349 +5,584 40.18% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 19,232 1,532 0.0% 0.0% 350 -4,441 -18.76% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 19,217 1,531 0.03% 0.05% 351 -1,554 -7.48% Q4 2025 Feb 06, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 19,065 1,529 0.0% 0.01% 352 -11,733 -38.1% Q4 2025 Feb 09, 2026
Farringdon Capital, Ltd. History Reduced 18,784 1,497 0.37% 0.46% 353 -690 -3.54% Q4 2025 Feb 17, 2026
Intesa Sanpaolo Wealth Management History New 18,701 1,490 0.31% 354 +18,701 New Q4 2025 Feb 12, 2026
Elo Mutual Pension Insurance Co History New 18,693 1,489 0.02% 355 +18,693 New Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 18,618 1,484 0.01% 0.01% 356 0 0.0% Q4 2025 Jan 29, 2026
M&T BANK CORP History Added to 18,546 1,478 0.0% 0.0% 357 +8,859 91.45% Q4 2025 Jan 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 17,781 1,427 0.0% 0.01% 358 -19,067 -51.75% Q4 2025 Jan 08, 2026
FORA Capital, LLC History Reduced 17,771 1,416 0.17% 0.47% 359 -10,692 -37.56% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 17,703 1,410 0.04% 0.05% 360 -415 -2.29% Q4 2025 Feb 11, 2026
Brooklyn Investment Group History Added to 17,290 1,397 0.06% 0.09% 361 +11,460 196.57% Q4 2025 Feb 12, 2026
AMERIFLEX GROUP, INC. History Reduced 17,525 1,396 0.73% 1.24% 363 -17,655 -50.18% Q4 2025 Feb 18, 2026
Kentucky Retirement Systems History No change 17,516 1,396 0.04% 0.05% 362 0 0.0% Q4 2025 Feb 10, 2026
Boston Partners History Reduced 17,252 1,374 0.0% 0.15% 364 -1,570,698 -98.91% Q4 2025 Feb 13, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 17,143 1,366 0.04% 0.05% 365 -113 -0.65% Q4 2025 Feb 04, 2026
Metis Global Partners, LLC History Reduced 16,956 1,351 0.03% 0.04% 366 -621 -3.53% Q4 2025 Feb 11, 2026
Incline Global Management LLC History Reduced 16,872 1,344 0.46% 4.61% 367 -148,953 -89.83% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 16,752 1,335 0.01% 368 +16,752 New Q4 2025 Feb 17, 2026
Eurizon Capital SGR S.p.A. History New 16,716 1,332 0.0% 369 +16,716 New Q4 2025 Feb 10, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 16,510 1,315 0.0% 0.01% 370 -176,881 -91.46% Q4 2025 Feb 17, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 16,495 1,314 0.15% 0.18% 371 0 0.0% Q4 2025 Jan 22, 2026
Quantitative Investment Management, LLC History Added to 16,444 1,310 0.13% 0.03% 372 +13,783 517.96% Q4 2025 Feb 17, 2026
Norinchukin Bank, The History Added to 16,004 1,275 0.01% 0.02% 373 +728 4.77% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 15,751 1,263 0.02% 0.02% 374 +706 4.69% Q4 2025 Jan 23, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 15,795 1,258 0.01% 0.01% 375 -2,346 -12.93% Q4 2025 Feb 17, 2026
GenTrust, LLC History Reduced 15,687 1,250 0.05% 0.07% 376 -1,307 -7.69% Q4 2025 Feb 02, 2026
PRUDENTIAL PLC History Added to 15,629 1,245 0.01% 0.01% 377 +5,024 47.37% Q4 2025 Feb 11, 2026
Cyndeo Wealth Partners, LLC History Reduced 15,557 1,239 0.07% 0.08% 378 -41 -0.26% Q4 2025 Jan 07, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 15,535 1,238 0.0% 0.01% 379 -14,091 -47.56% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 15,350 1,231 0.0% 380 +15,350 New Q4 2025 Feb 13, 2026
Gulf International Bank (UK) Ltd History No change 15,358 1,224 0.04% 0.05% 381 0 0.0% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 15,289 1,218 0.0% 0.01% 382 -643 -4.04% Q4 2025 Jan 30, 2026
GREENLEAF TRUST History Added to 15,148 1,207 0.01% 0.01% 383 +208 1.39% Q4 2025 Jan 21, 2026
Concurrent Investment Advisors, LLC History Added to 15,126 1,205 0.01% 0.02% 384 +3,614 31.39% Q4 2025 Jan 29, 2026
Louisiana State Employees Retirement System History Reduced 15,000 1,195 0.02% 0.02% 385 -400 -2.6% Q4 2025 Jan 16, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 14,832 1,182 0.02% 0.02% 386 +2,895 24.25% Q4 2025 Jan 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 14,777 1,177 0.01% 0.02% 387 -2,182 -12.87% Q4 2025 Feb 02, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 14,635 1,166 0.01% 0.01% 389 +4,848 49.54% Q4 2025 Feb 17, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Added to 14,628 1,166 0.07% 0.06% 388 +3,525 31.75% Q4 2025 Feb 03, 2026
PENINSULA ASSET MANAGEMENT INC History Reduced 14,545 1,159 0.59% 1.19% 390 -10,085 -40.95% Q4 2025 Feb 12, 2026
Oak Thistle LLC History Reduced 14,506 1,156 0.16% 0.38% 391 -12,127 -45.53% Q4 2025 Jan 21, 2026
Wealthfront Advisers LLC History Added to 14,481 1,154 0.0% 0.0% 392 +2,876 24.78% Q4 2025 Jan 30, 2026
BROWN ADVISORY INC History Added to 14,322 1,141 0.0% 0.0% 393 +10,205 247.87% Q4 2025 Feb 13, 2026
OSTRUM ASSET MANAGEMENT History Reduced 14,107 1,124 0.05% 0.08% 394 -4,674 -24.89% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Reduced 13,926 1,109 0.01% 0.01% 395 -3,852 -21.67% Q4 2025 Jan 28, 2026
Maryland State Retirement & Pension System History No change 13,909 1,108 0.02% 0.03% 396 0 0.0% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 13,794 1,099 0.01% 0.01% 397 +2,858 26.13% Q4 2025 Feb 03, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 13,632 1,086 0.05% 0.06% 398 +2,646 24.09% Q4 2025 Feb 04, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 13,621 1,085 0.05% 0.07% 399 -3,648 -21.12% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Reduced 13,605 1,084 0.02% 0.05% 401 -11,859 -46.57% Q4 2025 Jan 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 13,600 1,084 0.03% 0.04% 400 +900 7.09% Q4 2025 Feb 10, 2026
ING GROEP NV History Reduced 13,552 1,080 0.01% 0.01% 402 -169 -1.23% Q4 2025 Feb 11, 2026
Capital Investment Advisors, LLC History Reduced 13,478 1,074 0.02% 0.02% 403 -1,671 -11.03% Q4 2025 Jan 13, 2026
SlateStone Wealth, LLC History No change 13,475 1,074 0.09% 0.11% 404 0 0.0% Q4 2025 Feb 11, 2026
AE Wealth Management LLC History Reduced 13,458 1,072 0.01% 0.01% 405 -877 -6.12% Q4 2025 Jan 26, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 13,413 1,069 0.0% 0.01% 406 -19,512 -59.26% Q4 2025 Feb 05, 2026
C WorldWide Group Holding A/S History Reduced 13,399 1,068 0.02% 0.03% 407 -10,241 -43.32% Q4 2025 Feb 04, 2026
SummitTX Capital, L.P. History New 13,390 1,067 0.03% 408 +13,390 New Q4 2025 Feb 17, 2026
Banque Cantonale Vaudoise History Added to 13,342 1,063 0.04% 0.03% 409 +3,416 34.41% Q4 2025 Feb 06, 2026
Assenagon Asset Management S.A. History Reduced 12,928 1,030 0.0% 0.01% 410 -73,285 -85.0% Q4 2025 Jan 09, 2026
WEDBUSH SECURITIES INC History Added to 12,802 1,020 0.03% 0.04% 411 +660 5.44% Q4 2025 Feb 12, 2026
CATHY PARETO & ASSOCIATES, INC History No change 12,777 1,018 0.71% 0.9% 412 0 0.0% Q4 2025 Jan 23, 2026
Cannell & Spears LLC History Added to 12,583 1,002 0.02% 0.02% 413 +2,035 19.29% Q4 2025 Feb 17, 2026
MANGROVE PARTNERS IM, LLC History New 12,556 1,000 0.08% 414 +12,556 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 12,520 997 0.0% 0.01% 415 -20,667 -62.27% Q4 2025 Feb 18, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 12,171 970 0.01% 0.01% 416 +136 1.13% Q4 2025 Feb 11, 2026
FEDERATED HERMES, INC. History Reduced 12,096 964 0.0% 0.0% 417 -1,815 -13.05% Q4 2025 Feb 12, 2026
Cross Staff Investments Inc History No change 12,000 956 0.53% 0.79% 418 0 0.0% Q4 2025 Feb 27, 2026
Hilltop Holdings Inc. History Reduced 11,991 955 0.06% 0.1% 419 -8,136 -40.42% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Reduced 11,907 948 0.01% 0.03% 420 -7,107 -37.38% Q4 2025 Feb 03, 2026
PROSPECTOR PARTNERS LLC History Reduced 11,876 946 2.03% 3.16% 421 -269,746 -95.78% Q4 2025 Feb 13, 2026
Suncoast Equity Management History Reduced 11,856 944 0.1% 0.12% 422 -713 -5.67% Q4 2025 Feb 10, 2026
Access Investment Management LLC History No change 10,000 937 0.25% 0.25% 423 0 0.0% Q4 2025 Feb 02, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 11,721 934 0.03% 0.04% 424 +826 7.58% Q4 2025 Jan 27, 2026
Monte Financial Group, LLC History Added to 11,708 933 0.35% 0.37% 425 +907 8.4% Q4 2025 Jan 22, 2026
Compass Ion Advisors, LLC History Added to 11,674 930 0.09% 0.11% 426 +4 0.03% Q4 2025 Jan 29, 2026
B. Metzler seel. Sohn & Co. AG History Added to 11,638 927 0.01% 0.01% 427 +760 6.99% Q4 2025 Jan 28, 2026
E. Ohman J:or Asset Management AB History No change 11,570 922 0.02% 0.03% 428 0 0.0% Q4 2025 Jan 12, 2026
FIFTH THIRD BANCORP History Added to 11,483 915 0.0% 0.0% 429 +2,505 27.9% Q4 2025 Feb 02, 2026
FIRST TRUST ADVISORS LP History Reduced 11,461 913 0.0% 0.01% 430 -69,848 -85.9% Q4 2025 Feb 13, 2026
Dynamic Technology Lab Private Ltd History Added to 11,253 897 0.2% 0.05% 431 +7,932 238.84% Q4 2025 Feb 13, 2026
Live Oak Private Wealth LLC History New 11,223 894 0.12% 432 +11,223 New Q4 2025 Jan 23, 2026
Gilbert & Cook, Inc. History Added to 11,202 892 0.11% 0.13% 433 +413 3.83% Q4 2025 Jan 07, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 11,129 886 0.0% 0.0% 434 -1,845 -14.22% Q4 2025 Feb 06, 2026
MARKEL GROUP INC. History New 11,000 876 0.01% 435 +11,000 New Q4 2025 Feb 06, 2026
Diversified Trust Co History New 10,925 870 0.02% 436 +10,925 New Q4 2025 Jan 09, 2026
Chaney Capital Management, Inc. History No change 10,864 865 0.3% 0.36% 437 0 0.0% Q4 2025 Jan 27, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 10,821 862 0.11% 0.17% 438 -3,273 -23.22% Q4 2025 Feb 10, 2026
EQUITABLE TRUST CO History Added to 10,719 854 0.04% 0.04% 439 +1,267 13.4% Q4 2025 Feb 02, 2026
PRINCIPAL SECURITIES, INC. History Reduced 10,630 847 0.01% 0.02% 440 -502 -4.51% Q4 2025 Feb 12, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 10,600 844 0.04% 442 +10,600 New Q4 2025 Feb 13, 2026
Greenfield Seitz Capital Management, LLC History No change 10,600 844 0.28% 0.32% 441 0 0.0% Q4 2025 Feb 12, 2026
Cynosure Group, LLC History Added to 10,574 842 0.09% 0.04% 443 +7,018 197.36% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 10,533 839 0.0% 0.0% 444 +2,501 31.14% Q4 2025 Feb 12, 2026
Resonant Capital Advisors, LLC History Added to 10,317 822 0.05% 0.06% 445 +70 0.68% Q4 2025 Jan 29, 2026
CWM, LLC History Reduced 10,225 815 0.0% 0.02% 446 -52,320 -83.65% Q4 2025 Jan 26, 2026
Parkwoods Wealth Partners, LLC History Reduced 10,055 801 0.24% 0.32% 447 -6 -0.06% Q4 2025 Jan 15, 2026
Horizon Investments, LLC History Added to 10,018 798 0.01% 0.01% 448 +1,205 13.67% Q4 2025 Feb 02, 2026
HARMONY ASSET MANAGEMENT LLC History No change 10,000 797 0.27% 0.32% 449 0 0.0% Q4 2025 Feb 06, 2026
Laird Norton Wetherby Trust Company, LLC History New 9,724 775 0.02% 450 +9,724 New Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 9,716 774 0.0% 0.0% 451 +649 7.16% Q4 2025 Feb 13, 2026
CX Institutional History Reduced 9,676 771 0.02% 0.06% 452 -10,733 -52.59% Q4 2025 Feb 02, 2026
Focus Partners Wealth History Reduced 9,595 766 0.0% 0.0% 453 -4,390 -31.39% Q4 2025 Feb 13, 2026
Radnor Capital Management, LLC History Added to 9,620 766 0.11% 0.09% 454 +3,565 58.88% Q4 2025 Feb 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 9,604 765 0.0% 0.02% 455 -30,708 -76.18% Q4 2025 Jan 28, 2026
Occidental Asset Management, LLC History Reduced 9,591 764 0.09% 0.13% 456 -1,547 -13.89% Q4 2025 Jan 08, 2026
North Dakota State Investment Board History New 9,555 761 0.03% 457 +9,555 New Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Reduced 9,417 750 0.01% 0.01% 458 -74 -0.78% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 9,382 747 0.01% 0.01% 459 +44 0.47% Q4 2025 Feb 05, 2026
Baker Avenue Asset Management, LP History Reduced 9,248 737 0.02% 0.02% 460 -1,883 -16.92% Q4 2025 Feb 10, 2026
Sunbelt Securities, Inc. History Added to 9,232 735 0.05% 0.04% 461 +3,284 55.21% Q4 2025 Feb 20, 2026
Tributary Capital Management, LLC History Reduced 9,168 730 0.07% 0.08% 462 -203 -2.17% Q4 2025 Jan 27, 2026
Proficio Capital Partners LLC History Added to 9,017 718 0.05% 0.06% 463 +20 0.22% Q4 2025 Feb 12, 2026
COMMERCE BANK History Added to 8,938 712 0.0% 0.0% 464 +1,242 16.14% Q4 2025 Feb 13, 2026
Bank Pictet & Cie (Europe) AG History No change 8,890 708 0.01% 0.02% 465 0 0.0% Q4 2025 Jan 16, 2026
Glenview Trust Co History Reduced 8,866 706 0.01% 0.01% 466 -241 -2.65% Q4 2025 Feb 09, 2026
EP Wealth Advisors, LLC History New 8,799 701 0.0% 468 +8,799 New Q4 2025 Feb 18, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 8,799 701 0.24% 0.65% 467 +5,311 152.26% Q4 2025 Jan 20, 2026
Financial Enhancement Group LLC History Added to 8,708 679 0.09% 0.11% 469 +280 3.32% Q4 2025 Jan 23, 2026
PINEBRIDGE INVESTMENTS LLC History New 8,499 677 0.0% 470 +8,499 New Q4 2025 Feb 12, 2026
Raiffeisen Bank International AG History Reduced 8,386 672 0.01% 0.01% 471 -1,199 -12.51% Q4 2025 Feb 12, 2026
MARSHALL WACE, LLP History New 8,429 671 0.0% 472 +8,429 New Q4 2025 Feb 13, 2026
Marble Wealth, LLC History New 8,396 669 0.09% 473 +8,396 New Q4 2025 Feb 10, 2026
AssuredPartners Investment Advisors, LLC History Added to 8,381 667 0.1% 0.08% 475 +4,620 122.84% Q4 2025 Feb 03, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 8,378 667 0.04% 0.04% 474 +1,979 30.93% Q4 2025 Feb 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 8,346 665 0.0% 0.01% 476 +441 5.58% Q4 2025 Feb 17, 2026
CenterBook Partners LP History Reduced 8,315 662 0.03% 0.05% 477 -3,378 -28.89% Q4 2025 Feb 11, 2026
CWC Advisors, LLC. History Added to 8,195 653 0.32% 0.38% 478 +11 0.13% Q4 2025 Jan 26, 2026
Atlas Legacy Advisors, LLC History Added to 8,150 649 0.11% 0.13% 479 +1,169 16.75% Q4 2025 Jan 29, 2026
Compound Planning, Inc. History Reduced 8,101 645 0.02% 0.03% 480 -2,429 -23.07% Q4 2025 Feb 19, 2026
TICINO WEALTH History New 8,086 644 0.24% 481 +8,086 New Q4 2025 Jan 27, 2026
NOMURA HOLDINGS INC History Added to 8,070 643 0.0% 0.0% 482 +518 6.86% Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Added to 8,056 642 0.02% 0.02% 483 +1,511 23.09% Q4 2025 Feb 06, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 7,984 636 0.02% 0.04% 484 -6,144 -43.49% Q4 2025 Feb 04, 2026
Keyes, Stange & Wooten Wealth Management, LLC History Reduced 7,961 634 0.3% 0.38% 485 -312 -3.77% Q4 2025 Feb 10, 2026
Vident Advisory, LLC History Reduced 7,954 633 0.01% 0.01% 486 -1,463 -15.54% Q4 2025 Feb 18, 2026
MUFG SECURITIES AMERICAS INC. History Added to 7,910 630 0.04% 0.05% 487 +9 0.11% Q4 2025 Feb 13, 2026
Manchester Capital Management LLC History Added to 7,843 625 0.09% 0.1% 488 +46 0.59% Q4 2025 Feb 11, 2026
RMR Capital Management, LLC History Added to 7,698 613 0.44% 0.22% 489 +4,258 123.78% Q4 2025 Feb 12, 2026
Blueshift Asset Management, LLC History New 7,541 601 0.17% 490 +7,541 New Q4 2025 Feb 13, 2026
Hyperion Capital Advisors LP History No change 7,500 597 0.29% 0.38% 491 0 0.0% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 7,484 596 0.01% 0.04% 492 -30,910 -80.51% Q4 2025 Jan 15, 2026
Jefferies Financial Group Inc. History Reduced 7,446 593 0.0% 0.01% 493 -14,062 -65.38% Q4 2025 Feb 09, 2026
Boreal Capital Management LLC History Added to 7,399 589 0.44% 0.43% 494 +1,743 30.82% Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History Added to 7,380 588 0.14% 0.05% 495 +6,565 805.52% Q4 2025 Mar 03, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 7,342 585 0.04% 0.05% 496 0 0.0% Q4 2025 Feb 10, 2026
Leonteq Securities AG History Added to 7,200 573 0.02% 0.0% 497 +6,565 1033.86% Q4 2025 Feb 06, 2026
Verdence Capital Advisors LLC History Added to 7,173 571 0.03% 0.02% 498 +2,817 64.67% Q4 2025 Jan 29, 2026
Canada Post Corp Registered Pension Plan History Added to 7,160 570 0.02% 0.02% 499 +1,560 27.86% Q4 2025 Feb 05, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 7,094 565 0.02% 0.02% 500 -42 -0.59% Q4 2025 Jan 14, 2026
Holland Advisory Services, Inc. History Reduced 7,064 563 0.76% 0.95% 502 -327 -4.42% Q4 2025 Jan 12, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 7,039 563 0.08% 0.09% 501 +19 0.27% Q4 2025 Jan 21, 2026
GAMMA Investing LLC History Reduced 6,927 552 0.03% 0.05% 503 -1,843 -21.01% Q4 2025 Jan 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 6,871 547 0.03% 0.05% 504 -2,570 -27.22% Q4 2025 Feb 10, 2026
Moors & Cabot, Inc. History Added to 6,854 546 0.02% 0.03% 505 +49 0.72% Q4 2025 Feb 10, 2026
Xcel Wealth Management, LLC History No change 6,834 544 0.14% 0.17% 506 0 0.0% Q4 2025 Jan 26, 2026
IEQ CAPITAL, LLC History Reduced 6,813 542 0.0% 0.0% 507 -9,562 -58.39% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 6,758 537 0.01% 0.01% 508 -311 -4.4% Q4 2025 Feb 11, 2026
Wealthspire Retirement, LLC History Added to 6,735 536 0.03% 0.04% 509 +25 0.37% Q4 2025 Feb 18, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 6,719 535 0.01% 511 +6,719 New Q4 2025 Feb 19, 2026
SevenBridge Financial Group, LLC History No change 6,721 535 0.09% 0.09% 510 0 0.0% Q4 2025 Feb 02, 2026
AlphaQuest LLC History No change 6,625 528 0.03% 0.04% 512 0 0.0% Q4 2025 Feb 09, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Added to 6,612 526 0.1% 0.11% 513 +480 7.83% Q4 2025 Feb 09, 2026
AXQ CAPITAL, LP History New 6,579 524 0.12% 514 +6,579 New Q4 2025 Feb 10, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 6,547 521 0.01% 0.48% 515 -312,208 -97.95% Q4 2025 Jan 13, 2026
DRW Securities, LLC History Reduced 6,514 519 0.01% 0.02% 516 -2,436 -27.22% Q4 2025 Feb 12, 2026
Global X Japan Co., Ltd. History Added to 6,472 515 0.04% 0.05% 517 +502 8.41% Q4 2025 Jan 13, 2026
NORDEN GROUP LLC History Reduced 6,432 512 0.05% 0.07% 518 -624 -8.84% Q4 2025 Jan 13, 2026
Tower Research Capital LLC (TRC) History Added to 6,287 501 0.01% 0.01% 519 +3,260 107.7% Q4 2025 Feb 17, 2026
SFM, LLC History Reduced 6,234 496 0.29% 0.5% 520 -2,976 -32.31% Q4 2025 Jan 23, 2026
Engineers Gate Manager LP History Reduced 6,129 488 0.01% 0.01% 521 -4,441 -42.02% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 6,097 485 0.01% 0.01% 523 +3,162 107.73% Q4 2025 Feb 11, 2026
Sound Financial Strategies Group, LLC History Reduced 6,089 485 0.34% 0.45% 522 -519 -7.85% Q4 2025 Feb 03, 2026
Texas Yale Capital Corp. History New 6,070 483 0.01% 524 +6,070 New Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Added to 6,008 478 0.0% 0.0% 525 +858 16.66% Q4 2025 Feb 09, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 5,980 476 0.0% 0.0% 526 -33,654 -84.91% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Added to 5,944 473 0.01% 0.01% 527 +56 0.95% Q4 2025 Feb 12, 2026
Andra AP-fonden History Reduced 5,909 470 0.01% 0.16% 528 -126,395 -95.53% Q4 2025 Feb 12, 2026
S-Bank Fund Management Ltd History Reduced 5,812 463 0.06% 0.07% 529 -105 -1.77% Q4 2025 Feb 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 5,796 461 0.01% 530 +5,796 New Q4 2025 Feb 10, 2026
Virtu Financial LLC History New 5,616 448 0.02% 531 +5,616 New Q4 2025 Feb 23, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 5,482 436 0.03% 0.04% 532 -176 -3.11% Q4 2025 Feb 09, 2026
Waverly Advisors, LLC History Reduced 5,464 435 0.0% 0.01% 533 -1,368 -20.02% Q4 2025 Feb 17, 2026
Advisor OS, LLC History Added to 5,462 435 0.04% 0.04% 534 +233 4.46% Q4 2025 Feb 04, 2026
Dai-ichi Life Insurance Company, Ltd History Added to 5,428 432 0.01% 0.01% 535 +1,178 27.72% Q4 2025 Feb 17, 2026
BOK Financial Private Wealth, Inc. History Reduced 5,383 429 0.03% 0.04% 536 -786 -12.74% Q4 2025 Feb 06, 2026
Centennial Bank/AR/ History No change 5,324 424 0.17% 0.2% 537 0 0.0% Q4 2025 Feb 17, 2026
MJP ASSOCIATES INC /ADV History Added to 5,250 418 0.05% 0.06% 538 +35 0.67% Q4 2025 Feb 06, 2026
Legacy Capital Wealth Partners, LLC History Added to 5,202 414 0.09% 0.1% 540 +125 2.46% Q4 2025 Jan 16, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 5,196 414 0.02% 0.02% 539 0 0.0% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Reduced 5,187 413 0.0% 0.0% 542 -2,002 -27.85% Q4 2025 Feb 13, 2026
Vestcor Inc History No change 5,183 413 0.01% 0.01% 541 0 0.0% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Reduced 5,145 410 0.01% 0.01% 543 -710 -12.13% Q4 2025 Feb 02, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 5,123 408 0.0% 0.0% 544 +688 15.51% Q4 2025 Feb 03, 2026
Integrated Investment Consultants, LLC History Reduced 5,115 407 0.08% 0.09% 545 -754 -12.85% Q4 2025 Mar 03, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Reduced 5,088 405 0.12% 0.14% 546 -146 -2.79% Q4 2025 Feb 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 5,060 403 0.03% 0.03% 547 -7 -0.14% Q4 2025 Jan 26, 2026
Osmosis Investment Management UK Ltd History New 5,022 400 0.01% 548 +5,022 New Q4 2025 Feb 13, 2026
Pine Valley Investments Ltd Liability Co History Added to 5,007 399 0.02% 0.02% 549 +203 4.23% Q4 2025 Feb 13, 2026
Trust Point Inc. History Added to 4,994 398 0.03% 0.03% 550 +627 14.36% Q4 2025 Jan 13, 2026
Klingman & Associates, LLC History Added to 5,004 398 0.02% 0.02% 551 +253 5.33% Q4 2025 Jan 29, 2026
American National Bank of Texas History Added to 4,911 391 0.38% 0.41% 552 +264 5.68% Q4 2025 Jan 08, 2026
Revisor Wealth Management LLC History Added to 4,764 382 0.1% 0.15% 553 +274 6.1% Q4 2025 Jan 27, 2026
Wealthspire Advisors, LLC History Added to 4,713 375 0.0% 0.0% 554 +2,618 124.96% Q4 2025 Feb 13, 2026
Mayflower Financial Advisors, LLC History Reduced 4,652 370 0.04% 0.06% 555 -783 -14.41% Q4 2025 Jan 13, 2026
Forum Private Client Group LLC History Added to 4,608 367 0.13% 0.15% 556 +9 0.2% Q4 2025 Feb 06, 2026
CreativeOne Wealth, LLC History Added to 4,508 359 0.01% 0.01% 557 +139 3.18% Q4 2025 Feb 13, 2026
Numerai GP LLC History Reduced 4,497 358 0.04% 0.28% 558 -16,959 -79.04% Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 4,465 355 0.03% 559 +4,465 New Q4 2025 Feb 17, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 4,443 354 0.01% 0.02% 560 -1,830 -29.17% Q4 2025 Feb 13, 2026
TCW GROUP INC History New 4,373 348 0.0% 561 +4,373 New Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Reduced 4,363 347 0.01% 0.01% 562 -1,654 -27.49% Q4 2025 Jan 29, 2026
Apriem Advisors History Reduced 4,343 346 0.03% 0.04% 563 -3 -0.07% Q4 2025 Feb 13, 2026
V-Square Quantitative Management LLC History New 4,312 343 0.04% 565 +4,312 New Q4 2025 Jan 22, 2026
Venturi Wealth Management, LLC History Reduced 4,307 343 0.02% 0.02% 564 -701 -14.0% Q4 2025 Jan 22, 2026
Entropy Technologies, LP History New 4,280 341 0.02% 567 +4,280 New Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Added to 4,287 341 0.01% 0.01% 566 +191 4.66% Q4 2025 Jan 27, 2026
TEMA ETFS LLC History Reduced 4,281 341 0.03% 0.03% 568 -12 -0.28% Q4 2025 Jan 16, 2026
ABC ARBITRAGE SA History New 4,266 340 0.03% 569 +4,266 New Q4 2025 Feb 04, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 4,237 337 0.06% 0.08% 570 +103 2.49% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Added to 4,183 333 0.0% 0.0% 571 +610 17.07% Q4 2025 Feb 17, 2026
Siemens Fonds Invest GmbH History Reduced 4,140 332 0.02% 0.04% 572 -2,906 -41.24% Q4 2025 Feb 17, 2026
MEANS INVESTMENT CO., INC. History No change 4,152 330 0.03% 0.03% 573 0 0.0% Q4 2025 Jan 26, 2026
GTS SECURITIES LLC History New 4,123 328 0.01% 574 +4,123 New Q4 2025 Feb 13, 2026
ASR Vermogensbeheer N.V. History Reduced 4,116 328 0.0% 0.0% 575 -49 -1.18% Q4 2025 Feb 03, 2026
Cornerstone Investment Partners, LLC History New 4,112 327 0.01% 576 +4,112 New Q4 2025 Jan 29, 2026
Inspire Investing, LLC History Added to 4,111 327 0.03% 0.03% 577 +806 24.39% Q4 2025 Feb 17, 2026
Faithward Advisors, LLC History Reduced 4,093 326 0.05% 0.43% 579 -26,887 -86.79% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 4,095 326 0.01% 578 +4,095 New Q4 2025 Jan 16, 2026
AlphaCore Capital LLC History New 4,085 325 0.01% 580 +4,085 New Q4 2025 Feb 05, 2026
Gibbs Wealth Management History Reduced 4,041 325 0.08% 0.1% 581 -544 -11.86% Q4 2025 Jan 23, 2026
WASHINGTON TRUST BANK History No change 4,070 324 0.02% 0.03% 582 0 0.0% Q4 2025 Feb 04, 2026
Portside Wealth Group, LLC History Reduced 4,002 318 0.04% 0.06% 584 -927 -18.81% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 3,994 318 0.01% 0.01% 583 +785 24.46% Q4 2025 Mar 12, 2026
Fifth Third Wealth Advisors LLC History Reduced 3,958 315 0.01% 0.02% 585 -2,565 -39.32% Q4 2025 Jan 15, 2026
Curi Capital, LLC History Added to 3,924 312 0.01% 0.0% 586 +1,335 51.56% Q4 2025 Feb 17, 2026
XXI WEALTH, LLC History New 3,877 308 0.19% 587 +3,877 New Q4 2025 Feb 12, 2026
Somerset Trust Co History No change 3,822 304 0.09% 0.11% 588 0 0.0% Q4 2025 Jan 09, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 3,768 300 0.03% 0.04% 589 0 0.0% Q4 2025 Feb 06, 2026
GEORGE KAISER FAMILY FOUNDATION History No change 3,768 300 0.04% 0.05% 590 0 0.0% Q4 2025 Feb 10, 2026
Moment Partners, LLC History Reduced 3,752 299 0.06% 0.08% 591 -880 -19.0% Q4 2025 Feb 10, 2026
EVOLVE PRIVATE WEALTH, LLC History New 3,726 296 0.02% 592 +3,726 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 3,702 295 0.08% 0.14% 593 +26 0.71% Q4 2025 Feb 09, 2026
D.A. DAVIDSON & CO. History Reduced 3,674 292 0.0% 0.01% 594 -19,396 -84.07% Q4 2025 Jan 29, 2026
STRATEGY ASSET MANAGERS LLC History Added to 3,664 291 0.05% 0.06% 595 +113 3.18% Q4 2025 Feb 11, 2026
Kingsview Wealth Management, LLC History Added to 3,658 291 0.0% 0.01% 596 +4 0.11% Q4 2025 Feb 09, 2026
Meeder Advisory Services, Inc. History Reduced 3,650 290 0.01% 0.02% 598 -387 -9.59% Q4 2025 Feb 11, 2026
Ballentine Partners, LLC History Reduced 3,644 290 0.0% 0.0% 597 -9 -0.25% Q4 2025 Feb 03, 2026
ClearAlpha Technologies LP History New 3,608 287 0.82% 600 +3,608 New Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 3,612 287 0.0% 0.0% 599 -978 -21.31% Q4 2025 Feb 17, 2026
HighPoint Advisor Group LLC History Added to 3,578 285 0.01% 0.02% 601 +31 0.87% Q4 2025 Feb 04, 2026
W.H. Cornerstone Investments Inc. History Added to 3,570 284 0.17% 0.2% 602 +9 0.25% Q4 2025 Feb 10, 2026
Fisher Asset Management, LLC History New 3,546 282 0.0% 603 +3,546 New Q4 2025 Feb 09, 2026
Orion Porfolio Solutions, LLC History Added to 3,529 281 0.0% 0.0% 604 +545 18.26% Q4 2025 Feb 12, 2026
NewEdge Wealth, LLC History New 3,472 276 0.0% 605 +3,472 New Q4 2025 Feb 03, 2026
Forum Financial Management, LP History Reduced 3,470 276 0.0% 0.01% 606 -1,257 -26.59% Q4 2025 Jan 27, 2026
Gen-Wealth Partners Inc History Reduced 3,410 271 0.09% 0.16% 607 -1,687 -33.1% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 3,388 270 0.0% 0.0% 608 +507 17.6% Q4 2025 Jan 30, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 3,383 269 0.0% 0.0% 609 +382 12.73% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Reduced 3,352 267 0.01% 0.02% 610 -3,375 -50.17% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History New 3,344 266 0.0% 611 +3,344 New Q4 2025 Feb 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 3,350 266 0.01% 0.01% 612 -213 -5.98% Q4 2025 Feb 12, 2026
UNIQUE WEALTH, LLC History Reduced 3,334 265 0.04% 0.05% 613 -286 -7.9% Q4 2025 Jan 06, 2026
BOSTON FAMILY OFFICE LLC History No change 3,285 262 0.02% 0.02% 614 0 0.0% Q4 2025 Feb 13, 2026
Phillips Wealth Planners LLC History Reduced 3,342 260 0.21% 0.34% 615 -977 -22.62% Q4 2025 Feb 10, 2026
CSS LLC/IL History New 3,240 258 0.01% 617 +3,240 New Q4 2025 Feb 17, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 3,238 258 0.02% 616 +3,238 New Q4 2025 Feb 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 3,219 256 0.0% 0.01% 619 -96 -2.9% Q4 2025 Jan 07, 2026
Anchor Investment Management, LLC History Reduced 3,216 256 0.02% 0.03% 618 -35 -1.08% Q4 2025 Feb 26, 2026
OpenArc Corporate Advisory, LLC History New 3,164 252 0.0% 620 +3,164 New Q4 2025 Feb 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 3,134 249 0.06% 0.07% 621 -196 -5.89% Q4 2025 Jan 08, 2026
Legacy Wealth Asset Management, LLC History Reduced 3,134 249 0.06% 0.07% 622 -61 -1.91% Q4 2025 Jan 12, 2026
Apollon Wealth Management, LLC History Added to 3,112 248 0.0% 0.0% 623 +583 23.05% Q4 2025 Jan 22, 2026
Sowell Financial Services LLC History Reduced 3,107 247 0.01% 0.02% 625 -2,719 -46.67% Q4 2025 Jan 21, 2026
Credit Capital Investments LLC History No change 3,100 247 0.23% 0.32% 624 0 0.0% Q4 2025 Feb 03, 2026
Ascent Group, LLC History Reduced 3,075 245 0.01% 0.01% 626 -459 -12.99% Q4 2025 Jan 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 3,065 244 0.01% 627 +3,065 New Q4 2025 Jan 27, 2026
PROFUND ADVISORS LLC History Reduced 3,054 243 0.01% 0.01% 628 -1,130 -27.01% Q4 2025 Feb 06, 2026
Checchi Capital Advisers, LLC History Reduced 3,005 239 0.01% 0.02% 629 -242 -7.45% Q4 2025 Jan 27, 2026
Red Door Wealth Management, LLC History New 2,997 238 0.02% 630 +2,997 New Q4 2025 Jan 20, 2026
SIGNATUREFD, LLC History Added to 2,950 235 0.0% 0.0% 631 +982 49.9% Q4 2025 Jan 20, 2026
Brendel Financial Advisors LLC History Reduced 2,943 234 0.12% 0.15% 632 -172 -5.52% Q4 2025 Jan 26, 2026
Frank, Rimerman Advisors LLC History Reduced 2,924 233 0.01% 0.02% 633 -12 -0.41% Q4 2025 Jan 15, 2026
Stonebridge Capital Advisors LLC History Reduced 2,900 231 0.02% 0.02% 634 -200 -6.45% Q4 2025 Feb 12, 2026
Operose Advisors LLC History No change 2,900 231 0.05% 0.07% 635 0 0.0% Q4 2025 Feb 10, 2026
Mattern Wealth Management LLC History No change 2,878 229 0.04% 0.05% 636 0 0.0% Q4 2025 Jan 16, 2026
OPPENHEIMER & CO INC History New 2,868 228 0.0% 638 +2,868 New Q4 2025 Feb 02, 2026
BRIGHTON SECURITIES CORP. History Reduced 2,867 228 0.11% 0.14% 637 -79 -2.68% Q4 2025 Mar 06, 2026
MATHER GROUP, LLC. History Added to 2,852 227 0.0% 0.0% 639 +351 14.03% Q4 2025 Jan 13, 2026
REGIONS FINANCIAL CORP History Reduced 2,828 225 0.0% 0.0% 640 -431 -13.22% Q4 2025 Jan 27, 2026
PATTON FUND MANAGEMENT, INC. History Added to 2,824 225 0.03% 0.04% 641 +366 14.89% Q4 2025 Jan 23, 2026
Merit Financial Group, LLC History Reduced 2,809 223 0.0% 0.01% 643 -5,187 -64.87% Q4 2025 Jan 26, 2026
CIGNA INVESTMENTS INC /NEW History No change 2,799 223 0.03% 0.04% 642 0 0.0% Q4 2025 Jan 20, 2026
EWA, LLC History Added to 2,791 222 0.05% 0.07% 644 +119 4.45% Q4 2025 Feb 03, 2026
Impact Capital Partners LLC History New 2,776 221 0.07% 645 +2,776 New Q4 2025 Jan 07, 2026
Procyon Advisors, LLC History Reduced 2,755 219 0.01% 0.02% 646 -54 -1.92% Q4 2025 Jan 07, 2026
Mechanics Bank Trust Department History No change 2,715 216 0.03% 0.04% 647 0 0.0% Q4 2025 Jan 14, 2026
Parallel Advisors, LLC History Added to 2,700 215 0.0% 0.0% 648 +624 30.06% Q4 2025 Feb 11, 2026
River Wealth Advisors LLC History Reduced 2,694 214 0.02% 0.04% 649 -1,125 -29.46% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 2,669 212 0.0% 0.0% 651 -357 -11.8% Q4 2025 Jan 23, 2026
MSH Capital Advisors LLC History Added to 2,670 212 0.05% 0.06% 652 +289 12.14% Q4 2025 Feb 09, 2026
Trust Asset Management LLC History Reduced 2,672 212 0.01% 0.02% 650 -57 -2.09% Q4 2025 Jan 13, 2026
FULTON BANK, N.A. History Added to 2,645 210 0.01% 0.01% 653 +180 7.3% Q4 2025 Jan 08, 2026
Douglass Winthrop Advisors, LLC History No change 2,600 207 0.0% 0.0% 654 0 0.0% Q4 2025 Feb 12, 2026
Curated Wealth Partners LLC History New 2,597 206 0.02% 656 +2,597 New Q4 2025 Jan 12, 2026
ARMISTICE CAPITAL, LLC History New 2,590 206 0.0% 655 +2,590 New Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Reduced 2,574 205 0.01% 0.04% 658 -6,737 -72.36% Q4 2025 Jan 29, 2026
Clarius Group, LLC History Reduced 2,581 205 0.01% 0.01% 657 -17 -0.65% Q4 2025 Jan 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 2,524 201 0.0% 0.01% 659 -4,862 -65.83% Q4 2025 Feb 17, 2026
Capstone Capital Management Ltd History New 2,513 200 0.19% 660 +2,513 New Q4 2025 Feb 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 2,480 197 0.01% 0.0% 661 +2,364 2037.93% Q4 2025 Feb 11, 2026
STEPH & CO History Added to 2,421 192 0.06% 0.05% 662 +663 37.71% Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,382 189 0.01% 0.02% 663 -3,600 -60.18% Q4 2025 Feb 13, 2026
Merited Wealth, LLC History New 2,377 189 0.18% 664 +2,377 New Q4 2025 Mar 26, 2026
Arax Advisory Partners History Reduced 2,357 187 0.01% 0.07% 665 -46,150 -95.14% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History No change 2,324 185 0.01% 0.02% 666 0 0.0% Q4 2025 Jan 29, 2026
MAI Capital Management History Reduced 2,222 177 0.0% 0.0% 667 -311 -12.28% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 2,168 172 0.0% 0.0% 668 -50 -2.25% Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Reduced 2,020 160 0.0% 0.0% 669 -84 -3.99% Q4 2025 Feb 06, 2026
Smithfield Trust Co History Added to 1,899 149 0.01% 0.01% 670 +34 1.82% Q4 2025 Feb 09, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 1,801 143 0.01% 0.01% 671 0 0.0% Q4 2025 Feb 11, 2026
Penserra Capital Management LLC History Added to 1,585 126 0.0% 0.0% 672 +241 17.93% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Added to 1,501 119 0.0% 0.0% 673 +1,198 395.38% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 1,478 117 0.0% 674 +1,478 New Q4 2025 Feb 05, 2026
ORG Wealth Partners, LLC History Reduced 1,459 116 0.03% 0.12% 675 -4,414 -75.16% Q4 2025 Jan 14, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,418 113 0.0% 0.0% 676 +535 60.59% Q4 2025 Jan 07, 2026
TRUST CO OF VERMONT History No change 1,401 111 0.0% 0.01% 677 0 0.0% Q4 2025 Jan 16, 2026
Clearstead Advisors, LLC History Added to 1,309 104 0.0% 0.0% 678 +541 70.44% Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History Reduced 1,288 102 0.0% 0.01% 679 -1,124 -46.6% Q4 2025 Jan 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 1,227 98 0.0% 0.01% 680 -16,525 -93.09% Q4 2025 Feb 11, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,221 97 0.0% 0.0% 681 +1,005 465.28% Q4 2025 Feb 09, 2026
ORG Partners LLC History Reduced 1,221 97 0.02% 0.03% 682 -826 -40.35% Q4 2025 Jan 14, 2026
PRIVATE TRUST CO NA History Added to 1,147 91 0.01% 0.01% 683 +133 13.12% Q4 2025 Jan 26, 2026
Private Wealth Asset Management, LLC History No change 1,134 90 0.01% 0.01% 684 0 0.0% Q4 2025 Feb 10, 2026
SOA Wealth Advisors, LLC. History No change 1,106 88 0.01% 0.02% 685 0 0.0% Q4 2025 Jan 20, 2026
Caldwell Trust Co History No change 1,113 88 0.01% 0.01% 686 0 0.0% Q4 2025 Jan 30, 2026
Johnson Financial Group, Inc. History Reduced 1,094 87 0.0% 0.01% 687 -819 -42.81% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,026 81 0.01% 688 +1,026 New Q4 2025 Feb 13, 2026
DV Trading LLC History New 1,000 79 0.0% 689 +1,000 New Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History No change 1,000 79 0.01% 0.01% 690 0 0.0% Q4 2025 Feb 13, 2026
Dorato Capital Management History New 980 77 0.06% 691 +980 New Q4 2025 Jan 16, 2026
Covestor Ltd History Reduced 895 71 0.04% 0.05% 693 -80 -8.21% Q4 2025 Feb 06, 2026
ASSETMARK, INC History Reduced 900 71 0.0% 0.0% 692 -23 -2.49% Q4 2025 Jan 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 878 69 0.01% 0.02% 694 -155 -15.0% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Reduced 842 67 0.0% 0.01% 695 -1,663 -66.39% Q4 2025 Feb 06, 2026
eCIO, Inc. History New 841 67 0.03% 696 +841 New Q4 2025 Jan 20, 2026
FIRST HORIZON CORP History Added to 833 66 0.0% 0.0% 697 +12 1.46% Q4 2025 Jan 27, 2026
Investment Research & Advisory Group, Inc. History No change 835 66 0.02% 0.03% 698 0 0.0% Q4 2025 Jan 20, 2026
Parkside Financial Bank & Trust History Reduced 825 65 0.0% 0.01% 699 -37 -4.29% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 822 65 0.0% 0.0% 700 +13 1.61% Q4 2025 Jan 16, 2026
Orion Capital Management LLC History No change 807 64 0.02% 0.03% 701 0 0.0% Q4 2025 Feb 03, 2026
MASECO LLP History New 759 60 0.0% 702 +759 New Q4 2025 Jan 22, 2026
Quent Capital, LLC History Reduced 751 59 0.0% 0.01% 703 -203 -21.28% Q4 2025 Jan 29, 2026
Larson Financial Group LLC History Reduced 725 57 0.0% 0.0% 704 -102 -12.33% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Reduced 721 57 0.0% 0.0% 706 -14 -1.9% Q4 2025 Feb 13, 2026
Cromwell Holdings LLC History Reduced 720 57 0.03% 0.04% 705 -1 -0.14% Q4 2025 Jan 20, 2026
Quarry LP History Reduced 703 56 0.01% 0.04% 707 -1,349 -65.74% Q4 2025 Feb 13, 2026
CYBER HORNET ETFs LLC History Added to 694 55 0.03% 0.04% 708 +55 8.61% Q4 2025 Feb 09, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 668 53 0.02% 0.03% 709 0 0.0% Q4 2025 Feb 06, 2026
Smallwood Wealth Investment Management, LLC History No change 668 53 0.03% 0.03% 710 0 0.0% Q4 2025 Jan 23, 2026
Optiver Holding B.V. History Added to 653 52 0.0% 0.0% 711 +586 874.63% Q4 2025 Feb 17, 2026
Crews Bank & Trust History No change 655 52 0.01% 0.01% 712 0 0.0% Q4 2025 Jan 21, 2026
SENTRY INVESTMENT MANAGEMENT LLC History No change 636 51 0.03% 0.04% 713 0 0.0% Q4 2025 Feb 04, 2026
CURIO WEALTH, LLC History No change 600 48 0.02% 0.02% 714 0 0.0% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 555 44 0.0% 0.0% 715 -77 -12.18% Q4 2025 Jan 14, 2026
Central Pacific Bank - Trust Division History Added to 557 44 0.01% 0.01% 717 +18 3.34% Q4 2025 Jan 07, 2026
Asset Dedication, LLC History No change 560 44 0.0% 0.0% 716 0 0.0% Q4 2025 Jan 26, 2026
Generali Investments, Management Co LLC History No change 542 43 0.01% 0.01% 718 0 0.0% Q4 2025 Jan 29, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 515 41 0.01% 0.01% 719 -2 -0.39% Q4 2025 Jan 23, 2026
Board of the Pension Protection Fund History New 500 39 0.04% 721 +500 New Q4 2025 Jan 06, 2026
Park Place Capital Corp History Reduced 492 39 0.01% 0.01% 720 -112 -18.54% Q4 2025 Jan 09, 2026
Cheviot Value Management, LLC History Reduced 530 38 0.0% 0.01% 722 -70 -11.67% Q4 2025 Feb 03, 2026
SageView Advisory Group, LLC History New 474 37 0.0% 723 +474 New Q4 2025 Feb 17, 2026
MONTAG A & ASSOCIATES INC History Reduced 460 36 0.0% 0.01% 724 -746 -61.86% Q4 2025 Feb 02, 2026
Ancora Advisors LLC History Added to 427 34 0.0% 0.0% 725 +185 76.45% Q4 2025 Feb 17, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 435 34 0.0% 0.01% 726 -70 -13.86% Q4 2025 Feb 17, 2026
First PREMIER Bank History No change 424 34 0.01% 0.01% 727 0 0.0% Q4 2025 Jan 23, 2026
Catalyst Capital Advisors LLC History Reduced 420 33 0.0% 0.0% 728 -434 -50.82% Q4 2025 Feb 10, 2026
DV EQUITIES, LLC History New 411 32 0.01% 730 +411 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 403 32 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 09, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 410 32 0.01% 0.01% 731 0 0.0% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History Reduced 400 31 0.0% 0.0% 732 -236 -37.11% Q4 2025 Feb 12, 2026
Beaird Harris Wealth Management, LLC History No change 399 31 0.0% 0.0% 733 0 0.0% Q4 2025 Feb 23, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 400 31 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 08, 2026
Bruce G. Allen Investments, LLC History Added to 381 30 0.02% 0.02% 736 +61 19.06% Q4 2025 Feb 10, 2026
TFC Financial Management, Inc. History No change 386 30 0.0% 0.0% 735 0 0.0% Q4 2025 Jan 23, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 369 29 0.0% 0.0% 737 -1,849 -83.36% Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History Added to 349 28 0.0% 0.0% 738 +73 26.45% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 333 26 0.0% 0.01% 739 -1,399 -80.77% Q4 2025 Feb 10, 2026
Basepoint Wealth LLC History New 333 26 0.02% 740 +333 New Q4 2025 Feb 10, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 304 24 0.0% 0.01% 741 -30,715 -99.02% Q4 2025 Feb 05, 2026
Cornerstone Planning Group LLC History Added to 320 23 0.0% 0.0% 742 +48 17.65% Q4 2025 Feb 02, 2026
State of Wyoming History Added to 277 22 0.0% 0.0% 743 +59 27.06% Q4 2025 Feb 11, 2026
Kohmann Bosshard Financial Services, LLC History New 273 21 0.0% 745 +273 New Q4 2025 Jan 30, 2026
Fideuram Asset Management (Ireland) dac History New 211 21 0.0% 746 +211 New Q4 2025 Feb 10, 2026
Darwin Wealth Management, LLC History Added to 271 21 0.01% 0.01% 744 +1 0.37% Q4 2025 Jan 22, 2026
Evelyn Partners Investment Management Services Ltd History Reduced 261 20 0.0% 0.03% 748 -2,065 -88.78% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 254 20 0.0% 0.0% 747 +1 0.4% Q4 2025 Jan 21, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History New 250 19 0.01% 749 +250 New Q4 2025 Feb 12, 2026
MidFirst Bank History New 250 19 0.0% 751 +250 New Q4 2025 Feb 25, 2026
Salomon & Ludwin, LLC History Added to 243 19 0.0% 0.0% 750 +47 23.98% Q4 2025 Jan 28, 2026
Versant Capital Management, Inc History Reduced 229 18 0.0% 0.01% 752 -340 -59.75% Q4 2025 Jan 08, 2026
Elyxium Wealth, LLC History New 236 18 0.0% 754 +236 New Q4 2025 Feb 05, 2026
Reflection Asset Management History New 230 18 0.01% 755 +230 New Q4 2025 Mar 02, 2026
Root Financial Partners, LLC History Reduced 238 18 0.0% 0.0% 753 -2 -0.83% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Reduced 223 17 0.0% 0.0% 756 -49 -18.01% Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History No change 219 17 0.0% 0.0% 757 0 0.0% Q4 2025 Jan 27, 2026
Sankala Group LLC History New 234 16 0.01% 761 +234 New Q4 2025 Mar 02, 2026
Westside Investment Management, Inc. History Added to 216 16 0.0% 0.0% 758 +34 18.68% Q4 2025 Jan 23, 2026
Capital Advisors, Ltd. LLC History Reduced 197 16 0.0% 0.0% 759 -16 -7.51% Q4 2025 Jan 21, 2026
Piscataqua Savings Bank History No change 204 16 0.01% 0.01% 760 0 0.0% Q4 2025 Jan 16, 2026
Private Wealth Management Group, LLC History Added to 191 15 0.0% 0.0% 766 +106 124.71% Q4 2025 Jan 23, 2026
Colonial Trust Co / SC History Added to 196 15 0.0% 0.0% 765 +66 50.77% Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 199 15 0.0% 0.0% 763 +45 29.22% Q4 2025 Jan 14, 2026
ST GERMAIN D J CO INC History No change 200 15 0.0% 0.0% 762 0 0.0% Q4 2025 Jan 29, 2026
Solstein Capital, LLC History No change 192 15 0.01% 0.0% 764 0 0.0% Q4 2025 Feb 13, 2026
EASTERN BANK History Reduced 180 14 0.0% 0.0% 767 -253 -58.43% Q4 2025 Jan 14, 2026
Truvestments Capital LLC History No change 188 14 0.0% 0.0% 768 0 0.0% Q4 2025 Feb 13, 2026
J.Safra Asset Management Corp History New 170 13 0.0% 769 +170 New Q4 2025 Feb 11, 2026
WPG Advisers, LLC History Added to 147 11 0.01% 0.0% 774 +119 425.0% Q4 2025 Jan 28, 2026
Hughes Financial Services, LLC History Added to 150 11 0.0% 0.0% 773 +87 138.1% Q4 2025 Feb 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 150 11 0.0% 0.0% 770 +30 25.0% Q4 2025 Feb 03, 2026
Red Tortoise LLC History No change 147 11 0.0% 0.01% 771 0 0.0% Q4 2025 Jan 22, 2026
Frazier Financial Advisors, LLC History No change 150 11 0.01% 0.01% 772 0 0.0% Q4 2025 Feb 09, 2026
Bell Investment Advisors, Inc History Added to 137 10 0.0% 0.0% 778 +112 448.0% Q4 2025 Feb 24, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 133 10 0.0% 0.0% 776 +45 51.14% Q4 2025 Feb 23, 2026
SRH ADVISORS, LLC History No change 136 10 0.0% 0.0% 775 0 0.0% Q4 2025 Jan 21, 2026
Measured Wealth Private Client Group, LLC History No change 127 10 0.0% 0.0% 777 0 0.0% Q4 2025 Feb 10, 2026
MCF Advisors LLC History New 124 9 0.0% 779 +124 New Q4 2025 Feb 11, 2026
SHP Wealth Management History New 102 8 0.0% 783 +102 New Q4 2025 Mar 04, 2026
First Command Advisory Services, Inc. History Reduced 101 8 0.0% 0.0% 782 -23 -18.55% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 107 8 0.0% 0.0% 780 +2 1.9% Q4 2025 Feb 06, 2026
TOMPKINS FINANCIAL CORP History No change 111 8 0.0% 0.0% 781 0 0.0% Q4 2025 Jan 08, 2026
Key FInancial Inc History Reduced 94 7 0.0% 0.0% 786 -103 -52.28% Q4 2025 Feb 09, 2026
RMG Wealth Management LLC History New 101 7 0.0% 787 +101 New Q4 2025 Jan 29, 2026
Miller Capital Partners, Inc. History New 93 7 0.0% 791 +93 New Q4 2025 Feb 17, 2026
Bravera Wealth History New 92 7 0.0% 792 +92 New Q4 2025 Apr 22, 2026
Acumen Wealth Advisors, LLC History New 90 7 0.0% 788 +90 New Q4 2025 Feb 13, 2026
MEEDER ASSET MANAGEMENT INC History Added to 88 7 0.0% 0.0% 784 +5 6.02% Q4 2025 Feb 11, 2026
DUNCKER STREETT & CO INC History No change 93 7 0.0% 0.0% 785 0 0.0% Q4 2025 Jan 27, 2026
Greykasell Wealth Strategies, Inc. History No change 88 7 0.0% 0.0% 789 0 0.0% Q4 2025 Feb 11, 2026
Whipplewood Advisors, LLC History No change 100 7 0.0% 0.01% 790 0 0.0% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 77 6 0.0% 793 +77 New Q4 2025 Jan 07, 2026
Transamerica Financial Advisors, LLC History Reduced 78 6 0.0% 0.0% 794 -23 -22.77% Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 77 6 0.0% 0.0% 798 -18 -18.95% Q4 2025 Jan 14, 2026
CVA Family Office, LLC History Reduced 87 6 0.0% 0.0% 796 -17 -16.35% Q4 2025 Jan 12, 2026
Carolina Wealth Advisors, LLC History No change 84 6 0.0% 0.0% 795 0 0.0% Q4 2025 Jan 21, 2026
MTM Investment Management, LLC History No change 85 6 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 09, 2026
Caitlin John, LLC History Reduced 64 5 0.0% 0.91% 804 -13,866 -99.54% Q4 2025 Feb 18, 2026
CENTRAL TRUST Co History Reduced 72 5 0.0% 0.0% 799 -169 -70.12% Q4 2025 Feb 02, 2026
Cornerstone Financial Management LLC History New 75 5 0.0% 806 +75 New Q4 2025 Feb 13, 2026
UNION SAVINGS BANK History New 68 5 0.0% 803 +68 New Q4 2025 Mar 06, 2026
City State Bank History Added to 75 5 0.0% 0.0% 801 +21 38.89% Q4 2025 Jan 28, 2026
Fortitude Family Office, LLC History Reduced 66 5 0.0% 0.0% 802 -19 -22.35% Q4 2025 Jan 15, 2026
HOWARD HUGHES MEDICAL INSTITUTE History Added to 63 5 0.0% 0.0% 800 +1 1.61% Q4 2025 Feb 17, 2026
Millstone Evans Group, LLC History No change 65 5 0.0% 0.0% 805 0 0.0% Q4 2025 Feb 02, 2026
Modus Advisors, LLC History New 60 4 0.0% 808 +60 New Q4 2025 Feb 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 53 4 0.0% 810 +53 New Q4 2025 Jan 22, 2026
Keating Financial Advisory Services, Inc. History New 53 4 0.0% 812 +53 New Q4 2025 Feb 09, 2026
Wealth Watch Advisors, INC History Reduced 55 4 0.0% 0.0% 811 -6 -9.84% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Added to 54 4 0.0% 0.0% 807 +1 1.89% Q4 2025 Jan 20, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 55 4 0.0% 0.0% 809 +1 1.85% Q4 2025 Jan 23, 2026
ATLAS CAPITAL ADVISORS INC. History New 50 3 0.0% 815 +50 New Q4 2025 Feb 13, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 41 3 0.0% 0.0% 817 -42 -50.6% Q4 2025 Jan 12, 2026
North Star Investment Management Corp. History Added to 41 3 0.0% 814 +36 720.0% Q4 2025 Jan 30, 2026
Kilter Group LLC History Added to 41 3 0.0% 0.0% 821 +23 127.78% Q4 2025 Feb 13, 2026
Avion Wealth History Added to 50 3 0.0% 0.0% 819 +3 6.38% Q4 2025 Jan 23, 2026
Atlantic Union Bankshares Corp History No change 38 3 0.0% 0.0% 813 0 0.0% Q4 2025 Feb 04, 2026
Jackson, Grant Investment Advisers, Inc. History No change 48 3 0.0% 0.0% 816 0 0.0% Q4 2025 Jan 27, 2026
Prestige Wealth Management Group LLC History No change 46 3 0.0% 0.0% 818 0 0.0% Q4 2025 Feb 11, 2026
Abound Wealth Management History No change 39 3 0.0% 0.0% 820 0 0.0% Q4 2025 Jan 12, 2026
Physician Wealth Advisors, Inc. History Reduced 31 2 0.0% 0.0% 824 -130 -80.75% Q4 2025 Jan 29, 2026
First Pacific Financial History Reduced 36 2 0.0% 0.0% 826 -40 -52.63% Q4 2025 Jan 16, 2026
CBIZ Investment Advisory Services, LLC History New 34 2 0.0% 825 +34 New Q4 2025 Feb 09, 2026
Sachetta, LLC History Reduced 31 2 0.0% 0.0% 829 -30 -49.18% Q4 2025 Feb 02, 2026
Rossby Financial, LCC History New 30 2 0.0% 831 +30 New Q4 2025 Feb 12, 2026
Signature Equity Partners, LLC History New 26 2 0.0% 833 +26 New Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History Added to 31 2 0.0% 0.0% 827 +14 82.35% Q4 2025 Jan 21, 2026
DiNuzzo Private Wealth, Inc. History Reduced 33 2 0.0% 0.0% 828 -5 -13.16% Q4 2025 Jan 16, 2026
SouthState Bank Corp History Added to 37 2 0.0% 0.0% 822 +2 5.71% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History No change 32 2 0.0% 0.0% 823 0 0.0% Q4 2025 Feb 13, 2026
Financial Network Wealth Advisors LLC History No change 31 2 0.0% 0.0% 830 0 0.0% Q4 2025 Feb 13, 2026
Copia Wealth Management History No change 35 2 0.0% 0.0% 832 0 0.0% Q4 2025 Feb 06, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 13 1 0.0% 0.01% 847 -154 -92.22% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History New 80 1 0.0% 835 +80 New Q4 2025 Jan 23, 2026
FIRST UNITED BANK & TRUST History Reduced 19 1 0.0% 0.0% 836 -34 -64.15% Q4 2025 Jan 21, 2026
High Note Wealth, LLC History New 24 1 0.0% 840 +24 New Q4 2025 Feb 05, 2026
VALLEY NATIONAL ADVISERS INC History New 17 1 0.0% 834 +17 New Q4 2025 Jan 23, 2026
Legacy Bridge, LLC History New 16 1 0.0% 839 +16 New Q4 2025 Jan 23, 2026
OPTIMA CAPITAL LLC History New 13 1 0.0% 849 +13 New Q4 2025 Jan 23, 2026
HFM Investment Advisors, LLC History Added to 17 1 0.0% 848 +10 142.86% Q4 2025 Feb 05, 2026
Rialto Wealth Management, LLC History Added to 13 1 0.0% 846 +6 85.71% Q4 2025 Jan 12, 2026
Principia Wealth Advisory, LLC History Added to 23 1 0.0% 0.0% 845 +3 15.0% Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History Added to 19 1 0.0% 0.0% 842 +2 11.76% Q4 2025 Jan 29, 2026
DT Investment Partners, LLC History No change 15 1 0.0% 0.0% 837 0 0.0% Q4 2025 Feb 10, 2026
Financial Management Professionals, Inc. History No change 14 1 0.0% 0.0% 838 0 0.0% Q4 2025 Jan 27, 2026
SITTNER & NELSON, LLC History No change 25 1 0.0% 0.0% 841 0 0.0% Q4 2025 Feb 11, 2026
Aspect Partners, LLC History No change 18 1 0.0% 0.0% 843 0 0.0% Q4 2025 Jan 23, 2026
LRI Investments, LLC History No change 24 1 0.0% 0.0% 844 0 0.0% Q4 2025 Feb 04, 2026
Burkehill Global Management, LP History Closed out 0 0 4.0% -750,000 -100.0% Q3 2025 Nov 14, 2025
Holocene Advisors, LP History Closed out 0 0 0.07% -323,374 -100.0% Q3 2025 Nov 14, 2025
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.42% -281,531 -100.0% Q3 2025 Nov 14, 2025
KENSICO CAPITAL MANAGEMENT CORP History Closed out 0 0 0.36% -252,000 -100.0% Q3 2025 Nov 14, 2025
RENAISSANCE GROUP LLC History Closed out 0 0 0.88% -250,065 -100.0% Q3 2025 Nov 05, 2025
Ghisallo Capital Management LLC History Closed out 0 0 0.77% -250,000 -100.0% Q3 2025 Nov 14, 2025
Aware Super Pty Ltd as trustee of Aware Super History Closed out 0 0 0.29% -228,374 -100.0% Q3 2025 Nov 13, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.03% -137,444 -100.0% Q3 2025 Nov 13, 2025
Zimmer Partners, LP History Closed out 0 0 0.25% -125,000 -100.0% Q3 2025 Nov 14, 2025
WINTON GROUP Ltd History Closed out 0 0 0.4% -112,808 -100.0% Q3 2025 Nov 13, 2025
SEGALL BRYANT & HAMILL, LLC History Closed out 0 0 0.14% -110,960 -100.0% Q3 2025 Nov 12, 2025
LYNWOOD PRICE CAPITAL MANAGEMENT LP History Closed out 0 0 4.13% -88,000 -100.0% Q3 2025 Dec 05, 2025
OSSIAM History Closed out 0 0 0.09% -77,586 -100.0% Q3 2025 Nov 14, 2025
Atom Investors LP History Closed out 0 0 0.5% -70,910 -100.0% Q3 2025 Nov 14, 2025
2Xideas AG History Closed out 0 0 1.4% -70,685 -100.0% Q3 2025 Nov 14, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.03% -54,028 -100.0% Q3 2025 Nov 14, 2025
Silphium Asset Management Ltd History Closed out 0 0 1.34% -48,323 -100.0% Q3 2025 Nov 04, 2025
FJ Capital Management LLC History Closed out 0 0 0.48% -47,837 -100.0% Q3 2025 Nov 14, 2025
NATIXIS History Closed out 0 0 0.02% -44,790 -100.0% Q3 2025 Nov 14, 2025
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 0.98% -42,048 -100.0% Q3 2025 Nov 14, 2025
THREADGILL FINANCIAL, LLC History Closed out 0 0 1.81% -39,734 -100.0% Q3 2025 Oct 07, 2025
Empowered Funds, LLC History Closed out 0 0 0.03% -30,757 -100.0% Q3 2025 Nov 13, 2025
MITCHELL CAPITAL MANAGEMENT CO History Closed out 0 0 0.44% -27,591 -100.0% Q3 2025 Nov 06, 2025
New Age Alpha Advisors, LLC History Closed out 0 0 0.11% -27,170 -100.0% Q3 2025 Nov 12, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.09% -24,689 -100.0% Q3 2025 Nov 17, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.09% -24,186 -100.0% Q3 2025 Nov 14, 2025
Achmea Investment Management B.V. History Closed out 0 0 0.03% -23,410 -100.0% Q3 2025 Nov 21, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -22,749 -100.0% Q3 2025 Nov 14, 2025
Marex Group plc History Closed out 0 0 0.01% -18,677 -100.0% Q3 2025 Nov 14, 2025
Freedom Day Solutions, LLC History Closed out 0 0 0.47% -18,632 -100.0% Q3 2025 Oct 24, 2025
Kesler, Norman & Wride, LLC History Closed out 0 0 0.36% -17,951 -100.0% Q3 2025 Oct 24, 2025
Virtus Investment Advisers, LLC History Closed out 0 0 0.48% -17,859 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.04% -17,564 -100.0% Q3 2025 Oct 14, 2025
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.14% -16,844 -100.0% Q3 2025 Dec 15, 2025
Man Group plc History Closed out 0 0 0.0% -15,725 -100.0% Q3 2025 Nov 14, 2025
BRANT POINT INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.14% -14,000 -100.0% Q3 2025 Nov 13, 2025
Robeco Institutional Asset Management B.V. History Closed out 0 0 0.0% -11,587 -100.0% Q3 2025 Oct 22, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.11% -11,272 -100.0% Q3 2025 Nov 14, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.01% -11,256 -100.0% Q3 2025 Nov 14, 2025
Interval Partners, LP History Closed out 0 0 0.02% -10,094 -100.0% Q3 2025 Nov 14, 2025
Machina Capital S.A.S. History Closed out 0 0 0.15% -9,075 -100.0% Q3 2025 Nov 05, 2025
SOROS FUND MANAGEMENT LLC History Closed out 0 0 0.01% -8,500 -100.0% Q3 2025 Nov 14, 2025
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.01% -7,771 -100.0% Q3 2025 Oct 23, 2025
Summit Global Investments History Closed out 0 0 0.04% -7,666 -100.0% Q3 2025 Nov 03, 2025
SILVER OAK SECURITIES, INCORPORATED History Closed out 0 0 0.05% -6,988 -100.0% Q3 2025 Oct 21, 2025
DSM CAPITAL PARTNERS LLC History Closed out 0 0 0.01% -6,777 -100.0% Q3 2025 Oct 22, 2025
HOHIMER WEALTH MANAGEMENT, LLC History Closed out 0 0 0.09% -6,756 -100.0% Q3 2025 Nov 12, 2025
Caerus Investment Advisors, LLC History Closed out 0 0 0.25% -6,501 -100.0% Q3 2025 Nov 20, 2025
Golden State Equity Partners History Closed out 0 0 0.1% -6,143 -100.0% Q3 2025 Oct 21, 2025
ALLIANZ SE History Closed out 0 0 0.01% -5,680 -100.0% Q3 2025 Nov 12, 2025
Next Level Private LLC History Closed out 0 0 0.15% -5,432 -100.0% Q3 2025 Oct 23, 2025
ELEMENT CAPITAL MANAGEMENT LLC History Closed out 0 0 0.71% -5,375 -100.0% Q3 2025 Nov 14, 2025
Illinois Municipal Retirement Fund History Closed out 0 0 0.01% -5,012 -100.0% Q3 2025 Nov 06, 2025
Krilogy Financial LLC History Closed out 0 0 0.01% -4,610 -100.0% Q3 2025 Nov 06, 2025
NorthRock Partners, LLC History Closed out 0 0 0.01% -3,951 -100.0% Q3 2025 Nov 14, 2025
FourThought Financial Partners, LLC History Closed out 0 0 0.03% -3,917 -100.0% Q3 2025 Nov 13, 2025
Triangle Securities Wealth Management History Closed out 0 0 0.08% -3,871 -100.0% Q3 2025 Oct 15, 2025
Pallas Capital Advisors LLC History Closed out 0 0 0.01% -3,674 -100.0% Q3 2025 Nov 07, 2025
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Closed out 0 0 0.03% -3,508 -100.0% Q3 2025 Oct 29, 2025
KINGSWOOD WEALTH ADVISORS, LLC History Closed out 0 0 0.02% -3,341 -100.0% Q3 2025 Oct 23, 2025
Voleon Capital Management LP History Closed out 0 0 0.01% -3,258 -100.0% Q3 2025 Nov 14, 2025
CAPITAL ADVISORS INC/OK History Closed out 0 0 0.01% -3,219 -100.0% Q3 2025 Oct 21, 2025
Requisite Capital Management, LLC History Closed out 0 0 0.05% -3,165 -100.0% Q3 2025 Nov 12, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 0.0% -3,150 -100.0% Q3 2025 Nov 12, 2025
Palacios Wealth Management, LLC History Closed out 0 0 0.19% -3,105 -100.0% Q3 2025 Nov 05, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.04% -3,055 -100.0% Q3 2025 Nov 14, 2025
Savvy Advisors, Inc. History Closed out 0 0 0.01% -2,983 -100.0% Q3 2025 Nov 06, 2025
Kathmere Capital Management, LLC History Closed out 0 0 0.02% -2,977 -100.0% Q3 2025 Oct 22, 2025
CWA Asset Management Group, LLC History Closed out 0 0 0.01% -2,956 -100.0% Q3 2025 Oct 22, 2025
NorthCrest Asset Manangement, LLC History Closed out 0 0 0.01% -2,842 -100.0% Q3 2025 Oct 29, 2025
INTRUST BANK NA History Closed out 0 0 0.02% -2,755 -100.0% Q3 2025 Nov 10, 2025
SOMERVILLE KURT F History Closed out 0 0 0.04% -2,750 -100.0% Q3 2025 Nov 10, 2025
MIZUHO MARKETS AMERICAS LLC History Closed out 0 0 0.0% -2,745 -100.0% Q3 2025 Oct 29, 2025
WADDELL & ASSOCIATES, LLC History Closed out 0 0 0.02% -2,737 -100.0% Q3 2025 Nov 10, 2025
Quantum Portfolio Management LLC History Closed out 0 0 0.07% -2,664 -100.0% Q3 2025 Oct 29, 2025
waypoint wealth counsel History Closed out 0 0 0.1% -2,625 -100.0% Q3 2025 Oct 20, 2025
Alliance Wealth Advisors, LLC /UT History Closed out 0 0 0.06% -2,599 -100.0% Q3 2025 Nov 10, 2025
Perigon Wealth Management, LLC History Closed out 0 0 0.0% -2,572 -100.0% Q3 2025 Oct 17, 2025
MONETA GROUP INVESTMENT ADVISORS LLC History Closed out 0 0 0.0% -2,525 -100.0% Q3 2025 Nov 14, 2025
Callahan Advisors, LLC History Closed out 0 0 0.02% -2,458 -100.0% Q3 2025 Oct 31, 2025
Argent Trust Co History Closed out 0 0 0.01% -2,435 -100.0% Q3 2025 Nov 12, 2025
LEVEL FOUR ADVISORY SERVICES, LLC History Closed out 0 0 0.01% -2,385 -100.0% Q3 2025 Nov 12, 2025
Covenant Partners, LLC History Closed out 0 0 0.06% -2,383 -100.0% Q3 2025 Oct 24, 2025
TIEMANN INVESTMENT ADVISORS, LLC History Closed out 0 0 0.09% -2,380 -100.0% Q3 2025 Nov 13, 2025
Moss Adams Wealth Advisors LLC History Closed out 0 0 0.02% -2,351 -100.0% Q3 2025 Oct 21, 2025
ANGELES WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -2,344 -100.0% Q3 2025 Nov 12, 2025
RITHOLTZ WEALTH MANAGEMENT History Closed out 0 0 0.0% -2,304 -100.0% Q3 2025 Oct 28, 2025
Trinity Financial Advisors LLC History Closed out 0 0 0.06% -2,279 -100.0% Q3 2025 Oct 07, 2025
Wedmont Private Capital History Closed out 0 0 0.01% -2,264 -100.0% Q3 2025 Oct 08, 2025
Tradition Wealth Management, LLC History Closed out 0 0 0.02% -2,225 -100.0% Q3 2025 Nov 13, 2025
COMMERZBANK AKTIENGESELLSCHAFT /FI History Closed out 0 0 0.0% -2,217 -100.0% Q3 2025 Oct 31, 2025
Keel Point, LLC History Closed out 0 0 0.01% -2,212 -100.0% Q3 2025 Dec 16, 2025
KAVAR CAPITAL PARTNERS GROUP, LLC History Closed out 0 0 0.03% -2,188 -100.0% Q3 2025 Oct 17, 2025
Wallace Advisory Group, LLC History Closed out 0 0 0.19% -2,168 -100.0% Q3 2025 Oct 16, 2025
MILESTONE ASSET MANAGEMENT, LLC History Closed out 0 0 0.04% -2,148 -100.0% Q3 2025 Oct 15, 2025
B. Riley Wealth Advisors, Inc. History Closed out 0 0 0.01% -2,142 -100.0% Q3 2025 Oct 31, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 0.03% -2,142 -100.0% Q3 2025 Nov 10, 2025
RFP Financial Group LLC History Closed out 0 0 0.08% -1,970 -100.0% Q3 2025 Nov 12, 2025
Financiere des Professionnels - Fonds d'investissement inc. History Closed out 0 0 0.01% -1,131 -100.0% Q3 2025 Oct 21, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -934 -100.0% Q3 2025 Nov 12, 2025
True Wealth Design, LLC History Closed out 0 0 0.02% -581 -100.0% Q3 2025 Oct 21, 2025
ADIRONDACK TRUST CO History Closed out 0 0 0.01% -459 -100.0% Q3 2025 Oct 20, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -285 -100.0% Q3 2025 Nov 03, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -199 -100.0% Q3 2025 Nov 14, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -189 -100.0% Q3 2025 Nov 10, 2025
BOKF, NA History Closed out 0 0 0.0% -156 -100.0% Q3 2025 Nov 13, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -134 -100.0% Q3 2025 Oct 08, 2025
Itau Unibanco Holding S.A. History Closed out 0 0 0.0% -103 -100.0% Q3 2025 Nov 12, 2025
HHM Wealth Advisors, LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 29, 2025
Palisade Asset Management, LLC History Closed out 0 0 0.0% -92 -100.0% Q3 2025 Nov 17, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 10 0 0.0% -79 -88.76% Q4 2025 Feb 06, 2026
Activest Wealth Management History Closed out 0 0 0.0% -72 -100.0% Q3 2025 Nov 03, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -49 -100.0% Q3 2025 Nov 13, 2025
JDM Financial Group LLC History Closed out 0 0 0.0% -45 -100.0% Q3 2025 Oct 21, 2025
Trifecta Capital Advisors, LLC History Closed out 0 0 0.0% -24 -100.0% Q3 2025 Nov 03, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -24 -100.0% Q3 2025 Nov 03, 2025
Marquette Asset Management, LLC History Closed out 0 0 0.0% -22 -100.0% Q3 2025 Oct 24, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 0.0% -21 -100.0% Q3 2025 Oct 16, 2025
Vermillion Wealth Management, Inc. History Closed out 0 0 0.0% -12 -100.0% Q3 2025 Oct 23, 2025
Y.D. More Investments Ltd History Reduced 212 0 -10 -4.5% Q4 2025 Jan 21, 2026
Aventura Private Wealth, LLC History New 10 0 +10 New Q4 2025 Jan 07, 2026
FINANCIAL CONSULATE, INC History Reduced 7 0 0.0% -8 -53.33% Q4 2025 Jan 22, 2026
Westfuller Advisors, LLC History New 7 0 +7 New Q4 2025 Jan 21, 2026
American Capital Advisory, LLC History Added to 11 0 +6 120.0% Q4 2025 Jan 30, 2026
Bare Financial Services, Inc History Closed out 0 0 -6 -100.0% Q3 2025 Nov 12, 2025
Retirement Wealth Solutions LLC History Closed out 0 0 -6 -100.0% Q3 2025 Oct 08, 2025
Crewe Advisors LLC History New 5 0 +5 New Q4 2025 Jan 16, 2026
Luken Investment Analytics, LLC History New 5 0 +5 New Q4 2025 Feb 03, 2026
North Capital, Inc. History Closed out 0 0 -5 -100.0% Q3 2025 Oct 09, 2025
Bogart Wealth, LLC History Reduced 6 0 -4 -40.0% Q4 2025 Jan 30, 2026
Nemes Rush Group LLC History New 4 0 +4 New Q4 2025 Feb 11, 2026
Investors Portfolio Services LLC History New 4 0 +4 New Q4 2025 Feb 09, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 -3 -100.0% Q3 2025 Dec 29, 2025
WestEnd Advisors, LLC History Added to 9 0 +2 28.57% Q4 2025 Jan 27, 2026
Quaker Wealth Management, LLC History Added to 11 0 +2 22.22% Q4 2025 Jan 28, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 1 0 +1 New Q4 2025 Feb 17, 2026
Bay Harbor Wealth Management, LLC History Added to 11 0 +1 10.0% Q4 2025 Feb 02, 2026
Davis Capital Management History Added to 4 0 +1 33.33% Q4 2025 Jan 28, 2026
Murphy & Mullick Capital Management Corp History New 1 0 +1 New Q4 2025 Feb 10, 2026
NVWM, LLC History No change 5 0 0 0.0% Q4 2025 Jan 20, 2026
Avalon Trust Co History No change 9 0 0 0.0% Q4 2025 Feb 09, 2026
WOLFF WIESE MAGANA LLC History No change 10 0 0 0.0% Q4 2025 Jan 14, 2026
DecisionPoint Financial, LLC History No change 4 0 0 0.0% Q4 2025 Jan 29, 2026
United Community Bank History No change 6 0 0 0.0% Q4 2025 Jan 30, 2026
Turning Point Benefit Group, Inc. History No change 6 0 0 0.0% Q4 2025 Jan 30, 2026
Rakuten Securities, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 29, 2026
Seneschal Advisors, LLC History No change 5 0 0 0.0% Q4 2025 Feb 13, 2026