COMMERCE BANCSHARES INC /MO/ - CBSH

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 14,690,039 768,876 0.01% 0.01% 1 +1,098,142 8.08% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 12,208,923 639,015 0.01% 0.01% 2 +397,351 3.36% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 7,318,898 383,071 0.01% 0.01% 3 +566,853 8.4% Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 5,660,823 296,287 1.64% 1.76% 4 +369,636 6.99% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 4,736,884 247,928 0.12% 0.12% 5 +764,000 19.23% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,049,064 159,597 0.03% 0.03% 6 +406,063 15.36% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,780,678 147,096 0.01% 0.01% 7 +174,863 6.71% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Reduced 2,440,069 127,713 0.01% 0.01% 8 -696,689 -22.21% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 2,352,406 123,124 0.09% 0.08% 9 +640,928 37.45% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 2,104,012 110,123 0.02% 0.02% 10 +86,009 4.26% Q4 2025 Feb 13, 2026
Boston Trust Walden Corp History Added to 2,084,628 109,109 0.82% 0.83% 11 +181,266 9.52% Q4 2025 Jan 28, 2026
JPMORGAN CHASE & CO History Added to 1,717,144 89,875 0.01% 0.01% 12 +105,536 6.55% Q4 2025 Feb 11, 2026
NORGES BANK History New 1,629,393 85,282 0.01% 13 +1,629,393 New Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,274,803 66,723 0.04% 0.05% 14 +29,735 2.39% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,212,291 63,451 0.01% 0.01% 15 +18,219 1.53% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Reduced 1,156,487 60,530 0.01% 0.01% 16 -43,535 -3.63% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,145,683 59,965 0.03% 0.0% 17 +1,070,980 1433.65% Q4 2025 Feb 13, 2026
Champlain Investment Partners, LLC History New 1,123,994 58,829 0.6% 18 +1,123,994 New Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,057,125 55,329 0.01% 0.01% 19 +51,970 5.17% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 1,039,599 54,412 0.01% 0.0% 20 +519,683 99.96% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,037,726 54,314 0.08% 0.08% 21 +39,540 3.96% Q4 2025 Feb 12, 2026
COOKE & BIELER LP History Added to 995,394 52,098 0.54% 0.58% 22 +58,530 6.25% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Reduced 972,868 50,919 0.01% 0.01% 23 -33,207 -3.3% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 910,950 47,679 0.02% 0.03% 24 -402,503 -30.64% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 854,034 44,700 0.03% 0.03% 25 +181,667 27.02% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 850,683 44,524 0.01% 0.01% 26 +23,619 2.86% Q4 2025 Mar 25, 2026
NFJ INVESTMENT GROUP, LLC History Added to 809,553 42,372 1.52% 1.63% 27 +15,071 1.9% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 778,923 40,768 0.06% 0.03% 28 +432,935 125.13% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 720,493 37,710 0.07% 139.24% 29 +218,634 43.56% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 679,329 35,556 0.12% 0.09% 30 +232,016 51.87% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 648,010 33,916 0.06% 0.07% 31 +80,997 14.28% Q4 2025 Feb 06, 2026
D. E. Shaw & Co., Inc. History Added to 640,274 33,511 0.02% 0.01% 32 +400,199 166.7% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 633,341 33,149 0.0% 0.01% 33 -764,011 -54.68% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 631,981 33,077 0.13% 0.11% 34 +179,894 39.79% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Added to 595,249 31,155 0.06% 0.03% 35 +350,554 143.26% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 492,663 25,785 0.55% 0.55% 36 +23,874 5.09% Q4 2025 Feb 02, 2026
Arbejdsmarkedets Tillaegspension History New 446,601 23,375 0.6% 37 +446,601 New Q4 2025 Feb 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 411,022 21,512 0.0% 0.01% 38 +2,975 0.73% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 404,232 21,157 0.0% 0.0% 39 +43,608 12.09% Q4 2025 Feb 19, 2026
AMERIPRISE FINANCIAL INC History Reduced 391,542 20,496 0.0% 0.01% 40 -40,906 -9.46% Q4 2025 Feb 17, 2026
SPEECE THORSON CAPITAL GROUP INC History Added to 357,936 18,734 4.06% 2.79% 41 +124,671 53.45% Q4 2025 Jan 29, 2026
RHUMBLINE ADVISERS History Added to 357,008 18,688 0.02% 0.02% 42 +14,032 4.09% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 341,490 17,873 0.03% 0.04% 43 -203,786 -37.37% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 322,335 16,871 0.01% 0.01% 44 +70,531 28.01% Q4 2025 Feb 09, 2026
Creative Planning History Added to 293,122 15,342 0.01% 0.01% 45 +27,691 10.43% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 291,883 15,277 0.0% 0.0% 46 +108,899 59.51% Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 278,174 14,559 0.01% 0.01% 47 +2,505 0.91% Q4 2025 Feb 02, 2026
Swiss National Bank History Added to 262,436 13,735 0.01% 0.01% 48 +16,697 6.79% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 261,346 13,678 0.0% 0.0% 49 +104,941 67.1% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 245,229 12,871 0.01% 0.0% 50 +171,159 231.08% Q4 2025 Mar 20, 2026
UMB Bank, n.a. History Added to 240,295 12,577 0.17% 0.2% 51 +10,532 4.58% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 232,531 12,170 0.01% 0.01% 52 -1,681 -0.72% Q4 2025 Feb 06, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 230,443 12,061 0.01% 0.01% 53 +11,163 5.09% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 216,095 11,310 0.03% 0.02% 54 +42,360 24.38% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 212,480 11,121 0.01% 0.01% 55 +17,838 9.16% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 204,694 10,713 0.0% 0.0% 56 +68,876 50.71% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 200,542 10,496 0.0% 0.0% 57 -18,765 -8.56% Q4 2025 Feb 09, 2026
Quantinno Capital Management LP History Added to 192,779 10,090 0.02% 0.02% 58 +41,770 27.66% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 182,652 9,560 0.01% 0.04% 59 -522,731 -74.11% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 175,582 9,189 0.04% 0.05% 60 +32,123 22.39% Q4 2025 Feb 17, 2026
Numerai GP LLC History Added to 164,457 8,607 1.04% 0.94% 61 +52,613 47.04% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 163,430 8,553 0.0% 0.0% 62 +37,252 29.52% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 161,912 8,469 0.01% 0.03% 63 -271,748 -62.66% Q4 2025 Feb 13, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Added to 161,306 8,442 1.0% 0.99% 64 +20,277 14.38% Q4 2025 Jan 29, 2026
Rafferty Asset Management, LLC History Added to 157,520 8,244 0.03% 0.03% 65 +15,375 10.82% Q4 2025 Feb 13, 2026
Retirement Systems of Alabama History Added to 155,183 8,122 0.03% 0.03% 66 +5,141 3.43% Q4 2025 Jan 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 150,464 7,875 0.01% 0.02% 67 +1,804 1.21% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History Added to 149,428 7,821 0.26% 0.1% 68 +87,199 140.13% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Added to 148,319 7,763 0.0% 0.0% 69 +5,097 3.56% Q4 2025 Feb 18, 2026
Midwest Trust Co History Reduced 145,842 7,633 0.1% 0.12% 70 -3,613 -2.42% Q4 2025 Feb 04, 2026
Waterfront Wealth Inc. History Added to 140,290 7,433 1.41% 1.49% 71 +5,196 3.85% Q4 2025 Jan 27, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 138,196 7,233 0.01% 0.02% 72 +6,580 5.0% Q4 2025 Jan 30, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 136,802 7,160 0.05% 0.06% 73 +5,341 4.06% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 125,377 6,562 0.01% 0.01% 74 +5,842 4.89% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 120,410 6,302 0.01% 0.01% 75 +6,362 5.58% Q4 2025 Jan 30, 2026
Engineers Gate Manager LP History Added to 114,942 6,016 0.07% 0.05% 76 +44,274 62.65% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 114,055 5,969 0.0% 0.0% 77 +102,147 857.8% Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 110,202 5,769 0.01% 0.01% 78 +4,144 3.91% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 105,206 5,507 0.0% 0.0% 79 +12,921 14.0% Q4 2025 Feb 17, 2026
Holocene Advisors, LP History Reduced 103,306 5,407 0.01% 0.02% 80 -21,806 -17.43% Q4 2025 Feb 17, 2026
Vest Financial, LLC History Added to 102,751 5,377 0.07% 0.05% 81 +40,597 65.32% Q4 2025 Jan 30, 2026
LPL Financial LLC History Reduced 101,757 5,325 0.0% 0.0% 82 -5,487 -5.12% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Added to 100,554 5,262 0.07% 0.07% 83 +4,497 4.68% Q4 2025 Feb 02, 2026
ROYAL BANK OF CANADA History New 99,654 5,216 0.0% 84 +99,654 New Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Added to 98,798 5,171 0.0% 0.01% 85 +5,534 5.93% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 98,737 5,168 0.0% 0.01% 86 -12,348 -11.12% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 96,818 5,067 0.0% 87 +96,818 New Q4 2025 Feb 13, 2026
MTM Investment Management, LLC History Added to 87,961 4,603 1.47% 1.32% 88 +18,330 26.32% Q4 2025 Feb 09, 2026
Amundi History Added to 87,518 4,580 0.0% 0.0% 89 +43,721 99.83% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 87,512 4,577 0.02% 0.08% 90 -329,393 -79.01% Q4 2025 Feb 11, 2026
TWINBEECH CAPITAL LP History New 86,470 4,525 0.32% 91 +86,470 New Q4 2025 Feb 17, 2026
Clark & Stuart, Inc History Added to 85,741 4,487 3.09% 3.6% 92 +1,441 1.71% Q4 2025 Jan 07, 2026
FRANKLIN RESOURCES INC History Added to 84,153 4,404 0.0% 0.0% 93 +13,552 19.2% Q4 2025 Feb 11, 2026
Man Group plc History Reduced 82,763 4,331 0.01% 0.01% 94 -11,465 -12.17% Q4 2025 Feb 17, 2026
Stonebridge Financial Group, LLC History Added to 79,426 4,157 0.36% 0.38% 95 +7,102 9.82% Q4 2025 Jan 21, 2026
Focus Partners Wealth History Added to 77,262 4,043 0.0% 0.0% 96 +43,638 129.78% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 76,573 4,007 0.01% 97 +76,573 New Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 75,944 3,975 0.01% 0.0% 98 +71,831 1746.44% Q4 2025 Jan 09, 2026
CANADA LIFE ASSURANCE Co History Reduced 75,576 3,955 0.01% 0.01% 99 -8,795 -10.42% Q4 2025 Feb 13, 2026
Campbell & CO Investment Adviser LLC History Added to 75,025 3,926 0.19% 0.13% 100 +45,341 152.75% Q4 2025 Feb 12, 2026
XTX Topco Ltd History Added to 74,416 3,894 0.1% 0.02% 101 +69,206 1328.33% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 72,973 3,816 0.01% 0.0% 102 +54,653 298.32% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 72,738 3,807 0.0% 0.0% 103 -138,102 -65.5% Q4 2025 Feb 10, 2026
ATWOOD & PALMER INC History Added to 72,279 3,783 0.21% 0.25% 104 +1,725 2.44% Q4 2025 Jan 28, 2026
Cerity Partners LLC History Reduced 67,052 3,509 0.01% 0.01% 105 -45,540 -40.45% Q4 2025 Feb 11, 2026
Brandywine Global Investment Management, LLC History New 66,755 3,493 0.02% 106 +66,755 New Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 65,541 3,430 0.0% 0.0% 107 +26,904 69.63% Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History Reduced 63,724 3,335 0.09% 0.14% 108 -14,310 -18.34% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 63,181 3,306 0.02% 0.02% 109 -588 -0.92% Q4 2025 Feb 12, 2026
Entropy Technologies, LP History Added to 62,809 3,287 0.18% 0.24% 110 +9,563 17.96% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 62,378 3,264 0.0% 0.0% 111 -85,797 -57.9% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 61,598 3,224 0.0% 0.0% 112 -1,415 -2.25% Q4 2025 Feb 17, 2026
Hilton Capital Management, LLC History Added to 59,705 3,124 0.24% 0.25% 113 +8,210 15.94% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Added to 59,339 3,105 0.0% 0.0% 114 +13,821 30.36% Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Added to 57,129 2,990 0.02% 0.02% 115 +516 0.91% Q4 2025 Feb 05, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 57,108 2,989 0.01% 0.0% 116 +38,985 215.11% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 56,942 2,980 0.0% 0.0% 117 +2,711 5.0% Q4 2025 Feb 17, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 56,833 2,974 0.2% 0.18% 118 +32,460 133.18% Q4 2025 Feb 17, 2026
Plancorp, LLC History Added to 54,557 2,855 0.09% 0.1% 119 +2,586 4.98% Q4 2025 Feb 05, 2026
Treasurer of the State of North Carolina History Reduced 54,217 2,838 0.01% 0.01% 120 -1,197 -2.16% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 54,158 2,834 0.02% 0.03% 121 -239 -0.44% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 53,813 2,816 0.03% 0.04% 122 -3,499 -6.11% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 52,340 2,739 0.0% 0.0% 123 +2,492 5.0% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Reduced 51,795 2,710 0.04% 0.05% 124 -7,033 -11.96% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Added to 50,461 2,656 0.01% 0.01% 125 +344 0.69% Q4 2025 Feb 18, 2026
Tidal Investments LLC History Added to 49,956 2,614 0.01% 0.01% 126 +5,765 13.05% Q4 2025 Feb 13, 2026
Waterford Advisors, LLC History New 44,863 2,576 1.01% 127 +44,863 New Q4 2025 Feb 20, 2026
COMERICA BANK History Reduced 47,694 2,496 0.01% 0.01% 128 -4,001 -7.74% Q4 2025 Jan 29, 2026
Y-Intercept (Hong Kong) Ltd History Added to 46,553 2,436 0.05% 0.02% 129 +32,991 243.26% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Reduced 45,810 2,397 0.03% 0.05% 130 -105 -0.23% Q4 2025 Jan 29, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 44,971 2,353 0.11% 0.01% 131 +38,494 594.32% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Reduced 44,860 2,347 0.05% 0.06% 132 -3,317 -6.89% Q4 2025 Feb 02, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 44,627 2,335 0.04% 0.04% 133 +7,428 19.97% Q4 2025 Jan 14, 2026
OSAIC HOLDINGS, INC. History Reduced 44,099 2,308 0.0% 0.0% 134 -5,443 -10.99% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 44,063 2,306 0.01% 0.01% 135 -8,713 -16.51% Q4 2025 Jan 28, 2026
Handelsbanken Fonder AB History Added to 43,585 2,281 0.01% 0.01% 136 +13,027 42.63% Q4 2025 Feb 06, 2026
State of New Jersey Common Pension Fund D History Added to 43,467 2,275 0.01% 0.01% 137 +9,054 26.31% Q4 2025 Jan 30, 2026
BANK OF MONTREAL /CAN/ History Added to 43,191 2,260 0.0% 0.0% 138 +7,053 19.52% Q4 2025 Feb 12, 2026
Trust Co History Added to 42,987 2,249 0.21% 0.02% 139 +40,489 1620.86% Q4 2025 Jan 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 42,758 2,238 0.0% 0.0% 140 +1,250 3.01% Q4 2025 Feb 05, 2026
Paragon Capital Management LLC History Added to 42,757 2,237 1.13% 1.17% 141 +2,309 5.71% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 41,867 2,191 0.07% 0.08% 142 -226 -0.54% Q4 2025 Feb 11, 2026
Summit Trail Advisors, LLC History Added to 41,388 2,166 0.04% 0.03% 143 +3,016 7.86% Q4 2025 Feb 17, 2026
Aristotle Capital Management, LLC History Reduced 41,351 2,164 0.0% 0.41% 144 -3,476,573 -98.82% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 39,928 2,135 0.02% 0.02% 145 +1,045 2.69% Q4 2025 Jan 21, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 40,207 2,104 0.01% 0.01% 146 +607 1.53% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 39,878 2,088 0.02% 0.02% 147 +1,898 5.0% Q4 2025 Jan 29, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 37,104 1,942 0.0% 0.0% 148 +4,850 15.04% Q4 2025 Jan 27, 2026
Arizona State Retirement System History Reduced 37,017 1,937 0.01% 0.01% 149 -495 -1.32% Q4 2025 Jan 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 36,794 1,925 0.0% 0.0% 150 -21,796 -37.2% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 36,373 1,903 0.02% 0.03% 151 +925 2.61% Q4 2025 Feb 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 36,277 1,898 0.0% 0.0% 152 -1,538 -4.07% Q4 2025 Feb 12, 2026
Louisiana State Employees Retirement System History Added to 35,800 1,873 0.03% 0.03% 153 +1,300 3.77% Q4 2025 Jan 16, 2026
&PARTNERS History Reduced 35,358 1,851 0.01% 0.01% 154 -1,649 -4.46% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 34,598 1,810 0.0% 0.0% 155 +1,940 5.94% Q4 2025 Feb 13, 2026
Nicholson Wealth Management Group, LLC History Added to 34,252 1,792 1.05% 0.9% 156 +8,516 33.09% Q4 2025 Jan 26, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 34,143 1,787 0.0% 0.0% 157 +8,178 31.5% Q4 2025 Feb 18, 2026
Cambridge Investment Research Advisors, Inc. History Added to 33,381 1,747 0.0% 0.0% 158 +3,016 9.93% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 32,901 1,722 0.01% 0.01% 159 +65 0.2% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 32,671 1,709 0.0% 0.0% 160 -15,564 -32.27% Q4 2025 Feb 06, 2026
FIRST NATIONAL BANK OF OMAHA History New 32,077 1,694 0.05% 161 +32,077 New Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 32,356 1,693 0.01% 0.01% 162 +507 1.59% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 31,782 1,663 0.0% 0.0% 163 +258 0.82% Q4 2025 Feb 17, 2026
MEYER HANDELMAN CO History Added to 31,655 1,656 0.05% 0.06% 164 +1,506 5.0% Q4 2025 Jan 15, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Added to 31,366 1,641 0.27% 0.28% 165 +1,342 4.47% Q4 2025 Jan 29, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 30,817 1,612 0.0% 0.0% 166 -15,779 -33.86% Q4 2025 Jan 28, 2026
Weiss Asset Management LP History New 30,690 1,606 0.02% 167 +30,690 New Q4 2025 Feb 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 30,552 1,599 0.01% 0.01% 168 +978 3.31% Q4 2025 Jan 29, 2026
United Advisor Group, LLC History Added to 30,491 1,595 0.2% 0.24% 169 +1,011 3.43% Q4 2025 Jan 26, 2026
Jefferies Financial Group Inc. History Added to 30,190 1,580 0.01% 0.0% 170 +15,145 100.66% Q4 2025 Feb 09, 2026
Pathstone Holdings, LLC History New 29,718 1,555 0.01% 171 +29,718 New Q4 2025 Feb 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 29,638 1,551 0.03% 0.05% 172 -7,217 -19.58% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 28,930 1,514 0.02% 0.02% 173 +1,269 4.59% Q4 2025 Feb 05, 2026
Atom Investors LP History Reduced 28,687 1,501 0.12% 0.21% 174 -18,461 -39.16% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 28,471 1,490 0.01% 0.01% 175 +2,056 7.78% Q4 2025 Jan 28, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 26,935 1,410 0.04% 0.05% 176 +1,283 5.0% Q4 2025 Feb 10, 2026
Peregrine Asset Advisers, Inc. History Added to 26,451 1,384 0.39% 0.45% 177 +1,259 5.0% Q4 2025 Feb 02, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 25,849 1,352 0.02% 0.02% 178 +845 3.38% Q4 2025 Feb 04, 2026
Boxwood Ventures, Inc. History Added to 24,963 1,306 1.31% 1.58% 179 +1,188 5.0% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Added to 24,332 1,273 0.0% 0.0% 180 +992 4.25% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 23,546 1,232 0.01% 0.01% 181 -2,649 -10.11% Q4 2025 Jan 29, 2026
NATIXIS ADVISORS, LLC History Added to 23,039 1,206 0.0% 0.0% 182 +1,326 6.11% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 22,017 1,184 0.0% 0.0% 183 -272 -1.22% Q4 2025 Jan 08, 2026
NOVEM GROUP History Added to 21,865 1,144 0.13% 0.11% 184 +6,592 43.16% Q4 2025 Jan 27, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 21,730 1,137 0.02% 0.03% 185 +1,033 4.99% Q4 2025 Feb 12, 2026
PFW Advisors LLC History Added to 21,516 1,126 0.34% 0.37% 186 +796 3.84% Q4 2025 Jan 12, 2026
Diversify Advisory Services, LLC History Added to 20,308 1,102 0.03% 0.03% 187 +4,229 26.3% Q4 2025 Jan 23, 2026
CWM, LLC History Reduced 20,866 1,092 0.0% 0.02% 188 -113,028 -84.42% Q4 2025 Jan 26, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 20,399 1,067 0.0% 0.05% 189 -171,653 -89.38% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Added to 19,729 1,032 0.0% 0.0% 190 +2,722 16.01% Q4 2025 Jan 29, 2026
DRW Securities, LLC History Added to 19,444 1,017 0.03% 0.0% 191 +14,995 337.04% Q4 2025 Feb 12, 2026
Marshall Financial Group, LLC History Reduced 19,374 1,014 0.2% 0.23% 192 -277 -1.41% Q4 2025 Jan 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 18,127 948 0.01% 0.01% 193 +324 1.82% Q4 2025 Jan 29, 2026
BESSEMER GROUP INC History Added to 17,881 937 0.0% 0.0% 194 +12,282 219.36% Q4 2025 Feb 05, 2026
Kovitz Investment Group Partners, LLC History Reduced 17,850 934 0.02% 0.0% 195 -206 -1.14% Q4 2025 Feb 20, 2026
Modern Wealth Management, LLC History Added to 17,436 912 0.02% 0.02% 196 +701 4.19% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 17,386 909 0.0% 0.0% 197 +5,285 43.67% Q4 2025 Feb 17, 2026
MSH Capital Advisors LLC History Added to 16,972 888 0.19% 0.26% 198 +807 4.99% Q4 2025 Feb 09, 2026
Diversified Trust Co History New 16,778 878 0.02% 199 +16,778 New Q4 2025 Jan 09, 2026
GLENMEDE TRUST CO NA History New 16,690 873 0.0% 200 +16,690 New Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 16,499 863 0.0% 0.0% 201 +3,547 27.39% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History New 16,197 847 0.0% 202 +16,197 New Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Added to 16,111 843 0.01% 0.01% 203 +1,872 13.15% Q4 2025 Jan 27, 2026
FAS Wealth Partners, Inc. History Added to 16,112 843 0.05% 0.06% 204 +812 5.31% Q4 2025 Feb 18, 2026
Apollon Wealth Management, LLC History Added to 15,566 814 0.01% 0.02% 205 +717 4.83% Q4 2025 Jan 22, 2026
Pacer Advisors, Inc. History Reduced 15,468 809 0.0% 0.0% 206 -6,515 -29.64% Q4 2025 Feb 24, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 15,065 788 0.05% 0.16% 207 -23,969 -61.41% Q4 2025 Jan 27, 2026
WCG Wealth Advisors LLC History Reduced 14,906 780 0.02% 0.07% 208 -4,495 -23.17% Q4 2025 Feb 10, 2026
Simmons Bank History Added to 14,844 776 0.05% 0.06% 209 +614 4.31% Q4 2025 Feb 05, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 14,608 764 0.01% 0.02% 210 +805 5.83% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 14,496 758 0.0% 0.0% 211 +1,059 7.88% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 14,448 756 0.0% 0.01% 212 -6,422 -30.77% Q4 2025 Feb 11, 2026
Brevan Howard Capital Management LP History Added to 14,428 755 0.01% 0.0% 213 +9,252 178.75% Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Added to 14,425 755 0.04% 0.05% 214 +650 4.72% Q4 2025 Feb 05, 2026
Integrated Wealth Concepts LLC History Reduced 14,268 746 0.01% 0.01% 215 -2,526 -15.04% Q4 2025 Feb 13, 2026
MENDON CAPITAL ADVISORS CORP History New 14,123 742 0.22% 216 +14,123 New Q4 2025 Feb 18, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 13,921 728 0.01% 0.02% 217 +727 5.51% Q4 2025 Feb 19, 2026
INCEPTIONR LLC History New 13,843 724 0.2% 218 +13,843 New Q4 2025 Feb 11, 2026
OXFORD ASSET MANAGEMENT LLP History New 13,763 720 0.29% 219 +13,763 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Added to 13,547 709 0.0% 0.0% 220 +645 5.0% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 13,356 682 0.0% 0.0% 221 +449 3.48% Q4 2025 Mar 09, 2026
Heritage Trust Co History Added to 12,907 675 0.07% 0.08% 222 +611 4.97% Q4 2025 Feb 10, 2026
State of Alaska, Department of Revenue History Reduced 12,887 674 0.01% 0.01% 223 -410 -3.08% Q4 2025 Jan 23, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 12,488 659 0.0% 224 +12,488 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 12,545 656 0.0% 225 +12,545 New Q4 2025 Feb 05, 2026
Illinois Municipal Retirement Fund History Reduced 12,449 651 0.01% 0.02% 226 -10,720 -46.27% Q4 2025 Feb 11, 2026
Ethic Inc. History Reduced 12,446 651 0.01% 0.01% 227 -77 -0.61% Q4 2025 Feb 03, 2026
Rockefeller Capital Management L.P. History Added to 12,414 649 0.0% 0.0% 228 +4,846 64.03% Q4 2025 Mar 16, 2026
Lido Advisors, LLC History Reduced 10,743 641 0.0% 0.0% 229 -2 -0.02% Q4 2025 Feb 10, 2026
North Star Investment Management Corp. History Added to 12,156 636 0.04% 0.04% 230 +586 5.06% Q4 2025 Jan 30, 2026
Federation des caisses Desjardins du Quebec History Added to 12,108 633 0.0% 0.0% 231 +3,636 42.92% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 12,012 628 0.02% 0.02% 232 +3,369 38.98% Q4 2025 Feb 06, 2026
XPONANCE LLC History Reduced 11,956 625 0.0% 0.01% 233 -1,847 -13.38% Q4 2025 Feb 12, 2026
Orion Investment Co History Added to 11,804 617 0.19% 0.21% 234 +562 5.0% Q4 2025 Feb 11, 2026
Vanguard Personalized Indexing Management, LLC History Added to 11,626 608 0.01% 0.01% 235 +1,042 9.85% Q4 2025 Feb 13, 2026
Eukles Asset Management History Added to 11,615 607 0.24% 0.25% 236 +787 7.27% Q4 2025 Feb 09, 2026
Dakota Wealth Management History New 11,575 605 0.01% 237 +11,575 New Q4 2025 Jan 13, 2026
Detalus Advisors, LLC History Added to 11,353 594 0.14% 0.17% 238 +361 3.28% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Reduced 11,153 583 0.0% 0.0% 239 -156 -1.38% Q4 2025 Feb 18, 2026
JAG CAPITAL MANAGEMENT, LLC History Added to 11,046 578 0.06% 0.07% 240 +589 5.63% Q4 2025 Feb 06, 2026
BENJAMIN EDWARDS INC History Added to 10,985 574 0.01% 0.01% 241 +535 5.12% Q4 2025 Feb 02, 2026
Syntegra Private Wealth Group, LLC History Added to 10,840 567 0.05% 0.06% 242 +626 6.13% Q4 2025 Feb 10, 2026
Private Advisor Group, LLC History Added to 10,809 565 0.0% 0.0% 243 +97 0.91% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 10,724 561 0.03% 0.12% 244 -19,595 -64.63% Q4 2025 Feb 09, 2026
M&T BANK CORP History Reduced 10,584 554 0.0% 0.01% 245 -23,756 -69.18% Q4 2025 Jan 30, 2026
FEDERATED HERMES, INC. History Reduced 10,398 544 0.0% 0.0% 246 -688 -6.21% Q4 2025 Feb 12, 2026
FULTON BANK, N.A. History Added to 10,228 535 0.02% 0.02% 247 +848 9.04% Q4 2025 Jan 08, 2026
ICW Investment Advisors LLC History Added to 10,193 533 0.19% 0.22% 248 +1 0.01% Q4 2025 Feb 09, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 10,151 531 0.01% 0.01% 249 +483 5.0% Q4 2025 Feb 17, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 10,053 526 0.12% 250 +10,053 New Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 10,017 524 0.0% 0.0% 251 +410 4.27% Q4 2025 Feb 17, 2026
Cushing Capital Partners, LLC History Reduced 10,011 523 0.39% 0.61% 252 -3,036 -23.27% Q4 2025 Jan 14, 2026
Sequoia Financial Advisors, LLC History Added to 9,939 520 0.0% 0.0% 253 +6,420 182.44% Q4 2025 Feb 03, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 9,896 517 0.0% 0.0% 254 +463 4.91% Q4 2025 Jan 15, 2026
QUADRANT CAPITAL GROUP LLC History Added to 9,686 506 0.02% 0.02% 255 +282 3.0% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Reduced 9,577 501 0.02% 0.04% 256 -9,563 -49.96% Q4 2025 Feb 17, 2026
Cauble & Harre Wealth Management, Inc. History New 9,472 495 0.41% 257 +9,472 New Q4 2025 Feb 05, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 9,422 493 0.02% 0.01% 258 +150 1.62% Q4 2025 Feb 04, 2026
Voleon Capital Management LP History Reduced 9,233 483 0.01% 0.03% 259 -13,523 -59.43% Q4 2025 Feb 17, 2026
BECK MACK & OLIVER LLC History Added to 9,135 478 0.01% 0.01% 260 +435 5.0% Q4 2025 Feb 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 9,081 475 0.17% 0.43% 261 +5,434 149.0% Q4 2025 Jan 20, 2026
Laurion Capital Management LP History Added to 8,832 462 0.02% 0.01% 262 +420 4.99% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 8,717 456 0.0% 0.0% 263 -4,437 -33.73% Q4 2025 Feb 13, 2026
Daiwa Securities Group Inc. History Added to 8,710 456 0.0% 0.0% 264 +677 8.43% Q4 2025 Feb 11, 2026
Focus Partners Advisor Solutions, LLC History Added to 8,654 452 0.01% 0.01% 265 +79 0.92% Q4 2025 Feb 11, 2026
Crossmark Global Holdings, Inc. History Reduced 8,189 428 0.01% 0.01% 266 -76 -0.92% Q4 2025 Feb 03, 2026
ALPS ADVISORS INC History Added to 8,110 424 0.0% 0.0% 267 +470 6.15% Q4 2025 Feb 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 8,065 422 0.05% 0.05% 268 +383 4.99% Q4 2025 Jan 28, 2026
Advisors Capital Management, LLC History Added to 8,012 419 0.0% 0.01% 269 +381 4.99% Q4 2025 Jan 29, 2026
STEPHENS INC /AR/ History Added to 7,500 408 0.01% 0.01% 270 +65 0.87% Q4 2025 Feb 05, 2026
Sterling Capital Management LLC History Added to 7,656 400 0.01% 0.01% 271 +36 0.47% Q4 2025 Feb 13, 2026
CLARIS ADVISORS, LLC / MO / History Added to 7,525 393 0.12% 0.15% 272 +357 4.98% Q4 2025 Jan 16, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 7,450 389 0.0% 0.0% 273 -4,510 -37.71% Q4 2025 Feb 17, 2026
ISTHMUS PARTNERS, LLC History New 7,318 383 0.04% 274 +7,318 New Q4 2025 Feb 05, 2026
THOMAS STORY & SON LLC History Added to 7,144 373 0.14% 0.15% 275 +264 3.84% Q4 2025 Jan 26, 2026
Wealth Alliance Advisory Group, LLC History Added to 6,994 366 0.06% 0.07% 276 +333 5.0% Q4 2025 Jan 29, 2026
Utah Retirement Systems History Added to 6,925 362 0.0% 0.0% 277 +330 5.0% Q4 2025 Feb 17, 2026
DUNCKER STREETT & CO INC History Added to 6,869 359 0.06% 0.07% 278 +333 5.09% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 6,824 357 0.0% 0.01% 279 +326 5.02% Q4 2025 Jan 23, 2026
TRUIST FINANCIAL CORP History Reduced 6,815 356 0.0% 0.0% 280 -5,415 -44.28% Q4 2025 Feb 02, 2026
CIBC Private Wealth Group LLC History Reduced 6,808 356 0.0% 0.0% 281 -235 -3.34% Q4 2025 Feb 12, 2026
MORTON COMMUNITY BANK History Added to 6,619 348 0.08% 0.08% 282 +315 5.0% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Reduced 6,472 344 0.01% 0.01% 283 -361 -5.28% Q4 2025 Jan 28, 2026
Arax Advisory Partners History Reduced 6,548 342 0.01% 0.01% 284 -10,475 -61.53% Q4 2025 Feb 13, 2026
First Bank & Trust History Added to 6,204 324 0.05% 0.06% 285 +295 4.99% Q4 2025 Jan 12, 2026
Swiss Life Asset Management Ltd History New 6,039 316 0.0% 286 +6,039 New Q4 2025 Feb 04, 2026
Maryland State Retirement & Pension System History Added to 6,052 316 0.01% 0.01% 287 +288 5.0% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 6,000 314 0.0% 288 +6,000 New Q4 2025 Feb 17, 2026
Outlook Wealth Advisors, LLC History Added to 5,934 310 0.07% 0.08% 289 +214 3.74% Q4 2025 Feb 11, 2026
Ensign Peak Advisors, Inc History Reduced 5,875 307 0.0% 0.0% 290 -10,030 -63.06% Q4 2025 Feb 12, 2026
HB Wealth Management, LLC History Added to 5,795 303 0.0% 0.0% 291 +771 15.35% Q4 2025 Jan 28, 2026
ARMISTICE CAPITAL, LLC History Added to 5,707 298 0.0% 0.0% 292 +675 13.41% Q4 2025 Feb 17, 2026
STRATEGY ASSET MANAGERS LLC History Added to 5,659 296 0.05% 0.06% 293 +29 0.52% Q4 2025 Feb 11, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 5,545 290 0.04% 0.03% 295 +1,329 31.52% Q4 2025 Jan 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 5,551 290 0.01% 0.01% 294 +450 8.82% Q4 2025 Jan 27, 2026
Jain Global LLC History Reduced 5,490 287 0.0% 0.02% 296 -72,768 -92.98% Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 5,502 287 0.02% 297 +5,502 New Q4 2025 Feb 17, 2026
Krilogy Financial LLC History Added to 5,368 283 0.01% 0.01% 298 +905 20.28% Q4 2025 Jan 27, 2026
Atria Investments, Inc History Reduced 5,236 274 0.0% 0.01% 300 -8,757 -62.58% Q4 2025 Feb 05, 2026
Curi Capital, LLC History Added to 5,244 274 0.0% 0.01% 299 +333 6.78% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 5,166 272 0.01% 301 +5,166 New Q4 2025 Feb 12, 2026
Warburton Capital Management, LLC History Added to 5,204 272 0.15% 0.18% 302 +266 5.39% Q4 2025 Jan 23, 2026
PROFUND ADVISORS LLC History Added to 4,896 256 0.01% 0.01% 303 +214 4.57% Q4 2025 Feb 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 4,728 247 0.0% 0.0% 304 +275 6.18% Q4 2025 Jan 30, 2026
Snowden Capital Advisors LLC History Reduced 4,704 246 0.01% 0.01% 305 -1,087 -18.77% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 4,712 246 0.0% 0.0% 306 -82 -1.71% Q4 2025 Feb 11, 2026
denkapparat Operations GmbH History New 4,682 245 0.13% 308 +4,682 New Q4 2025 Feb 12, 2026
Trust Point Inc. History Added to 4,689 245 0.02% 0.02% 307 +1,010 27.45% Q4 2025 Jan 13, 2026
CIBC Asset Management Inc History Added to 4,643 243 0.0% 0.0% 309 +219 4.95% Q4 2025 Feb 10, 2026
CAPITAL ADVISORS INC/OK History Added to 4,639 242 0.0% 0.0% 310 +180 4.04% Q4 2025 Jan 15, 2026
SHELTON CAPITAL MANAGEMENT History Added to 4,592 240 0.0% 0.01% 311 +219 5.01% Q4 2025 Feb 17, 2026
Heartland Bank & Trust Co History Added to 4,595 240 0.1% 0.11% 312 +192 4.36% Q4 2025 Feb 03, 2026
North Dakota State Investment Board History New 4,566 239 0.01% 313 +4,566 New Q4 2025 Feb 05, 2026
Elser Financial Planning, Inc History Added to 4,531 237 0.17% 0.31% 314 +215 4.98% Q4 2025 Jan 15, 2026
Centerpoint Advisory Group History Added to 4,534 237 0.18% 0.2% 315 +215 4.98% Q4 2025 Feb 03, 2026
HANCOCK WHITNEY CORP History Added to 4,490 235 0.0% 0.0% 316 +212 4.96% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Reduced 4,440 232 0.0% 0.0% 317 -1,225 -21.62% Q4 2025 Feb 13, 2026
Frank, Rimerman Advisors LLC History Added to 4,425 231 0.01% 0.01% 318 +523 13.4% Q4 2025 Jan 15, 2026
Western Wealth Management, LLC History Added to 4,350 227 0.01% 0.01% 319 +226 5.48% Q4 2025 Feb 05, 2026
Missouri Trust & Investment Co History Reduced 4,328 226 0.07% 0.08% 321 -321 -6.9% Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History Reduced 4,321 226 0.0% 0.0% 320 -212 -4.68% Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 4,214 220 0.11% 323 +4,214 New Q4 2025 Feb 17, 2026
Gibraltar Capital Management, Inc. History Reduced 4,208 220 0.04% 0.07% 322 -1,899 -31.1% Q4 2025 Feb 02, 2026
Fifth Third Wealth Advisors LLC History Added to 4,212 220 0.01% 0.01% 324 +151 3.72% Q4 2025 Jan 15, 2026
Vident Advisory, LLC History Reduced 4,116 215 0.0% 0.0% 325 -1,239 -23.14% Q4 2025 Feb 18, 2026
Maxele Advisors, LLC History Added to 4,122 215 0.17% 0.21% 326 +134 3.36% Q4 2025 Feb 05, 2026
Apriem Advisors History Added to 4,018 210 0.02% 0.02% 327 +191 4.99% Q4 2025 Feb 13, 2026
Sound Stewardship, LLC History Reduced 3,919 205 0.1% 0.13% 328 -483 -10.97% Q4 2025 Jan 30, 2026
Forum Financial Management, LP History Reduced 3,903 204 0.0% 0.0% 329 -414 -9.59% Q4 2025 Jan 27, 2026
Merit Financial Group, LLC History Reduced 3,859 202 0.0% 0.0% 330 -1,645 -29.89% Q4 2025 Jan 26, 2026
KBC Group NV History Added to 3,811 199 0.0% 0.0% 331 +181 4.99% Q4 2025 Jan 26, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,754 196 0.0% 0.0% 332 +1,908 103.36% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 3,301 172 0.0% 0.0% 333 +1,616 95.91% Q4 2025 Feb 06, 2026
ROWLANDMILLER & PARTNERS.ADV History Added to 3,172 166 0.03% 0.04% 334 +150 4.96% Q4 2025 Feb 12, 2026
STRS OHIO History Added to 3,100 162 0.0% 0.0% 335 +153 5.19% Q4 2025 Feb 02, 2026
Kestra Advisory Services, LLC History New 2,924 153 0.0% 336 +2,924 New Q4 2025 Feb 13, 2026
Bayforest Capital Ltd History Reduced 2,756 144 0.11% 0.25% 337 -5,989 -68.48% Q4 2025 Jan 27, 2026
Tower Research Capital LLC (TRC) History Reduced 2,619 137 0.0% 0.01% 338 -529 -16.8% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,592 135 0.0% 0.0% 339 +123 4.98% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History Reduced 1,998 104 0.01% 0.01% 340 -532 -21.03% Q4 2025 Feb 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 1,985 103 0.0% 343 +1,985 New Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,980 103 0.0% 0.0% 341 -1,597 -44.65% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Reduced 1,970 103 0.0% 0.0% 342 -52 -2.57% Q4 2025 Jan 20, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,796 94 0.0% 0.0% 344 +548 43.91% Q4 2025 Feb 13, 2026
CoreFirst Bank & Trust History New 1,691 88 0.05% 345 +1,691 New Q4 2025 Feb 11, 2026
MCF Advisors LLC History Added to 1,623 84 0.0% 0.01% 346 +77 4.98% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Added to 1,595 83 0.0% 0.0% 347 +163 11.38% Q4 2025 Feb 11, 2026
Covestor Ltd History Added to 1,542 81 0.04% 0.05% 348 +152 10.94% Q4 2025 Feb 06, 2026
Private Wealth Asset Management, LLC History Added to 1,496 78 0.01% 0.01% 349 +71 4.98% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History Reduced 1,444 75 0.0% 0.01% 350 -377 -20.7% Q4 2025 Jan 05, 2026
Torren Management, LLC History New 1,386 72 0.04% 351 +1,386 New Q4 2025 Jan 30, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 1,338 70 0.05% 352 +1,338 New Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 1,208 63 0.0% 0.0% 353 +117 10.72% Q4 2025 Feb 02, 2026
Elevated Capital Advisors, LLC History New 1,172 61 0.01% 354 +1,172 New Q4 2025 Jan 27, 2026
ADIRONDACK TRUST CO History Added to 1,157 60 0.02% 0.02% 355 +55 4.99% Q4 2025 Jan 08, 2026
Employees Retirement System of Texas History Added to 1,103 58 0.0% 0.0% 356 +52 4.95% Q4 2025 Feb 09, 2026
HHM Wealth Advisors, LLC History Added to 1,080 56 0.01% 0.01% 357 +51 4.96% Q4 2025 Jan 22, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,031 53 0.0% 0.0% 358 +443 75.34% Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Reduced 958 50 0.0% 0.0% 359 -49 -4.87% Q4 2025 Jan 16, 2026
Smartleaf Asset Management LLC History Reduced 885 46 0.0% 0.0% 362 -199 -18.36% Q4 2025 Feb 13, 2026
MONETARY MANAGEMENT GROUP INC History Added to 891 46 0.01% 0.01% 361 +42 4.95% Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 880 46 0.0% 0.0% 360 +41 4.89% Q4 2025 Feb 10, 2026
Meramec Financial Planners, LLC History New 785 43 0.02% 364 +785 New Q4 2025 Feb 10, 2026
Atlantic Union Bankshares Corp History Added to 835 43 0.0% 0.0% 363 +40 5.03% Q4 2025 Feb 04, 2026
V-Square Quantitative Management LLC History New 773 40 0.0% 365 +773 New Q4 2025 Jan 22, 2026
BOKF, NA History Added to 725 37 0.0% 0.0% 366 +34 4.92% Q4 2025 Feb 03, 2026
Laurel Wealth Advisors LLC History New 648 33 0.0% 367 +648 New Q4 2025 Jan 30, 2026
Ancora Advisors LLC History New 584 30 0.0% 368 +584 New Q4 2025 Feb 17, 2026
Quent Capital, LLC History Added to 557 29 0.0% 0.0% 369 +38 7.32% Q4 2025 Jan 29, 2026
Asset Dedication, LLC History Reduced 510 26 0.0% 0.0% 370 -58 -10.21% Q4 2025 Jan 26, 2026
Keating Financial Advisory Services, Inc. History New 495 25 0.0% 373 +495 New Q4 2025 Feb 09, 2026
Clarity Asset Management, Inc. History Added to 495 25 0.01% 0.02% 372 +26 5.54% Q4 2025 Feb 13, 2026
IMA Advisory Services, Inc. History Added to 481 25 0.0% 0.0% 371 +22 4.79% Q4 2025 Feb 11, 2026
Daytona Street Capital LLC History New 475 24 0.02% 374 +475 New Q4 2025 Jan 21, 2026
MAI Capital Management History Added to 433 22 0.0% 0.0% 376 +96 28.49% Q4 2025 Feb 13, 2026
DANSKE BANK A/S History Added to 430 22 0.0% 0.0% 375 +20 4.88% Q4 2025 Feb 02, 2026
SIMPLEX TRADING, LLC History New 410 21 0.0% 377 +410 New Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Reduced 368 19 0.0% 0.0% 379 -664 -64.34% Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 374 19 0.0% 0.0% 378 -82 -17.98% Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History Added to 382 19 0.0% 0.0% 381 +20 5.52% Q4 2025 Jan 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 369 19 0.0% 0.0% 380 +17 4.83% Q4 2025 Feb 03, 2026
Miller Capital Partners, Inc. History New 305 15 0.01% 383 +305 New Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Reduced 304 15 0.0% 0.0% 382 -84 -21.65% Q4 2025 Feb 10, 2026
Quarry LP History Reduced 285 14 0.0% 0.02% 384 -981 -77.49% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 260 13 0.0% 385 +260 New Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History Reduced 217 11 0.0% 0.0% 386 -137 -38.7% Q4 2025 Jan 27, 2026
Versant Capital Management, Inc History Reduced 206 10 0.0% 0.01% 387 -798 -79.48% Q4 2025 Jan 08, 2026
Dogwood Wealth Management LLC History Added to 168 8 0.0% 0.0% 392 +128 320.0% Q4 2025 Feb 04, 2026
Caitong International Asset Management Co., Ltd History Added to 170 8 0.0% 0.0% 391 +45 36.0% Q4 2025 Mar 03, 2026
S&T BANK/PA History Added to 167 8 0.0% 0.0% 388 +8 5.03% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Added to 160 8 0.0% 0.0% 389 +8 5.26% Q4 2025 Jan 26, 2026
Colonial Trust Co / SC History Added to 171 8 0.0% 0.0% 390 +7 4.27% Q4 2025 Feb 12, 2026
WPG Advisers, LLC History Reduced 144 7 0.01% 0.01% 394 -107 -42.63% Q4 2025 Jan 28, 2026
Smithfield Trust Co History Added to 129 7 0.0% 0.0% 393 +6 4.88% Q4 2025 Feb 09, 2026
Elyxium Wealth, LLC History New 115 6 0.0% 397 +115 New Q4 2025 Feb 05, 2026
ASSETMARK, INC History Added to 132 6 0.0% 0.0% 395 +34 34.69% Q4 2025 Jan 23, 2026
Bank & Trust Co History Added to 115 6 0.0% 0.0% 396 +5 4.55% Q4 2025 Jan 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 98 5 0.0% 0.0% 401 -91 -48.15% Q4 2025 Jan 22, 2026
IFC & Insurance Marketing, Inc. History New 90 5 0.0% 402 +90 New Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 106 5 0.0% 0.0% 399 +43 68.25% Q4 2025 Jan 14, 2026
Cedar Mountain Advisors, LLC History Added to 110 5 0.0% 0.0% 400 +5 4.76% Q4 2025 Feb 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 109 5 0.0% 0.0% 398 +4 3.81% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Reduced 82 4 0.0% 0.0% 403 -193 -70.18% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 76 3 0.0% 404 +76 New Q4 2025 Feb 13, 2026
City State Bank History Added to 64 3 0.0% 0.0% 406 +16 33.33% Q4 2025 Jan 28, 2026
CNB Bank History Added to 67 3 0.0% 0.0% 405 +3 4.69% Q4 2025 Feb 11, 2026
LRI Investments, LLC History Reduced 42 2 0.0% 0.01% 413 -1,238 -96.72% Q4 2025 Feb 04, 2026
Bell Investment Advisors, Inc History New 51 2 0.0% 410 +51 New Q4 2025 Feb 24, 2026
MassMutual Private Wealth & Trust, FSB History Added to 46 2 0.0% 0.0% 407 +29 170.59% Q4 2025 Jan 07, 2026
Fortitude Family Office, LLC History Added to 50 2 0.0% 0.0% 411 +9 21.95% Q4 2025 Jan 15, 2026
Sachetta, LLC History Added to 44 2 0.0% 0.0% 412 +2 4.76% Q4 2025 Feb 02, 2026
Capital Advisors, Ltd. LLC History Added to 46 2 0.0% 0.0% 408 +1 2.22% Q4 2025 Jan 21, 2026
CX Institutional History Added to 38 2 0.0% 0.0% 409 +1 2.7% Q4 2025 Feb 02, 2026
Manchester Capital Management LLC History Reduced 26 1 0.0% 0.0% 415 -249 -90.55% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History New 24 1 0.0% 417 +24 New Q4 2025 Jan 29, 2026
Private Wealth Management Group, LLC History Reduced 33 1 0.0% 0.0% 422 -16 -32.65% Q4 2025 Jan 23, 2026
Rialto Wealth Management, LLC History Added to 24 1 0.0% 424 +14 140.0% Q4 2025 Jan 12, 2026
SBI Securities Co., Ltd. History Added to 37 1 0.0% 0.0% 419 +7 23.33% Q4 2025 Feb 03, 2026
Bruce G. Allen Investments, LLC History Reduced 38 1 0.0% 0.0% 421 -5 -11.63% Q4 2025 Feb 10, 2026
Larson Financial Group LLC History Reduced 19 1 0.0% 0.0% 416 -3 -13.64% Q4 2025 Feb 06, 2026
DiNuzzo Private Wealth, Inc. History Reduced 23 1 0.0% 0.0% 420 -3 -11.54% Q4 2025 Jan 16, 2026
PRIVATE TRUST CO NA History Added to 35 1 0.0% 0.0% 414 +1 2.94% Q4 2025 Jan 26, 2026
High Note Wealth, LLC History Added to 35 1 0.0% 0.0% 418 +1 2.94% Q4 2025 Feb 05, 2026
Granite FO LLC History Added to 26 1 0.0% 0.0% 423 +1 4.0% Q4 2025 Feb 06, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Closed out 0 0 0.4% -176,890 -100.0% Q3 2025 Nov 17, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.01% -143,215 -100.0% Q3 2025 Nov 14, 2025
Robeco Institutional Asset Management B.V. History Closed out 0 0 0.01% -102,227 -100.0% Q3 2025 Oct 22, 2025
Bridgewater Associates, LP History Closed out 0 0 0.02% -91,635 -100.0% Q3 2025 Nov 13, 2025
Magnetar Financial LLC History Closed out 0 0 0.02% -43,688 -100.0% Q3 2025 Nov 13, 2025
OSSIAM History Closed out 0 0 0.03% -34,996 -100.0% Q3 2025 Nov 14, 2025
Kesler, Norman & Wride, LLC History Closed out 0 0 0.41% -33,906 -100.0% Q3 2025 Oct 24, 2025
ABN AMRO INVESTMENT SOLUTIONS History Closed out 0 0 0.03% -24,903 -100.0% Q3 2025 Nov 07, 2025
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 0.01% -24,600 -100.0% Q3 2025 Oct 20, 2025
Oak Thistle LLC History Closed out 0 0 0.15% -16,113 -100.0% Q3 2025 Oct 07, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.02% -15,251 -100.0% Q3 2025 Nov 14, 2025
Elo Mutual Pension Insurance Co History Closed out 0 0 0.01% -14,977 -100.0% Q3 2025 Nov 12, 2025
Freestone Grove Partners LP History Closed out 0 0 0.01% -14,975 -100.0% Q3 2025 Nov 14, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.01% -13,834 -100.0% Q3 2025 Nov 14, 2025
COUNTRY TRUST BANK History Closed out 0 0 0.02% -12,167 -100.0% Q3 2025 Oct 28, 2025
Financiere des Professionnels - Fonds d'investissement inc. History Closed out 0 0 0.04% -11,370 -100.0% Q3 2025 Oct 21, 2025
Lindenwold Advisors, INC History Closed out 0 0 0.31% -11,031 -100.0% Q3 2025 Dec 16, 2025
17 CAPITAL PARTNERS, LLC History Closed out 0 0 0.31% -9,595 -100.0% Q3 2025 Nov 14, 2025
Mitsubishi UFJ Trust & Banking Corp History Closed out 0 0 0.0% -9,433 -100.0% Q3 2025 Oct 31, 2025
Headlands Technologies LLC History Closed out 0 0 0.04% -9,346 -100.0% Q3 2025 Nov 12, 2025
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -8,622 -100.0% Q3 2025 Nov 12, 2025
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.02% -7,592 -100.0% Q3 2025 Nov 14, 2025
MQS Management LLC History Closed out 0 0 0.24% -6,938 -100.0% Q3 2025 Nov 06, 2025
AE Wealth Management LLC History Closed out 0 0 0.0% -6,461 -100.0% Q3 2025 Nov 03, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.19% -6,362 -100.0% Q3 2025 Nov 12, 2025
111 Capital History Closed out 0 0 0.07% -6,021 -100.0% Q3 2025 Nov 12, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.01% -5,950 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.0% -4,840 -100.0% Q3 2025 Nov 14, 2025
New Age Alpha Advisors, LLC History Closed out 0 0 0.01% -4,763 -100.0% Q3 2025 Nov 12, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.13% -4,606 -100.0% Q3 2025 Nov 14, 2025
Scientech Research LLC History Closed out 0 0 0.09% -4,452 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -4,406 -100.0% Q3 2025 Oct 14, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -4,330 -100.0% Q3 2025 Nov 14, 2025
Callan Family Office, LLC History Closed out 0 0 0.01% -4,170 -100.0% Q3 2025 Nov 04, 2025
Compound Planning, Inc. History Closed out 0 0 0.01% -4,144 -100.0% Q3 2025 Nov 10, 2025
XML Financial, LLC History Closed out 0 0 0.02% -3,928 -100.0% Q3 2025 Oct 20, 2025
Savant Capital, LLC History Closed out 0 0 0.0% -3,812 -100.0% Q3 2025 Mar 04, 2026
FIDUCIARY TRUST CO History Closed out 0 0 0.0% -3,787 -100.0% Q3 2025 Nov 14, 2025
Wealthcare Advisory Partners LLC History Closed out 0 0 0.0% -3,652 -100.0% Q3 2025 Nov 07, 2025
Verde Capital Management History Closed out 0 0 0.05% -3,621 -100.0% Q3 2025 Nov 12, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.06% -3,617 -100.0% Q3 2025 Nov 14, 2025
IHT Wealth Management, LLC History Closed out 0 0 0.01% -3,464 -100.0% Q3 2025 Nov 14, 2025
C M BIDWELL & ASSOCIATES LTD History Closed out 0 0 0.04% -1,268 -100.0% Q3 2025 Nov 13, 2025
Leonteq Securities AG History Closed out 0 0 0.0% -1,000 -100.0% Q3 2025 Feb 17, 2026
BI Asset Management Fondsmaeglerselskab A/S History Closed out 0 0 0.0% -953 -100.0% Q3 2025 Nov 05, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -882 -100.0% Q3 2025 Nov 12, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History Closed out 0 0 0.0% -437 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -319 -100.0% Q3 2025 Nov 18, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -288 -100.0% Q3 2025 Nov 14, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -254 -100.0% Q3 2025 Oct 08, 2025
True Wealth Design, LLC History Reduced 19 0 0.0% -195 -91.12% Q4 2025 Jan 08, 2026
NBC SECURITIES, INC. History Closed out 0 0 0.0% -185 -100.0% Q3 2025 Nov 14, 2025
Grove Bank & Trust History Closed out 0 0 0.0% -111 -100.0% Q3 2025 Oct 06, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -99 -100.0% Q3 2025 Nov 10, 2025
MONTAG A & ASSOCIATES INC History Closed out 0 0 0.0% -59 -100.0% Q3 2025 Nov 12, 2025
Park Place Capital Corp History Closed out 0 0 0.0% -51 -100.0% Q3 2025 Oct 22, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -29 -100.0% Q3 2025 Nov 03, 2025
MV CAPITAL MANAGEMENT, INC. History Closed out 0 0 0.0% -27 -100.0% Q3 2025 Feb 23, 2026
JPL Wealth Management, LLC History Closed out 0 0 0.0% -27 -100.0% Q3 2025 Nov 14, 2025
Avion Wealth History New 19 0 +19 New Q4 2025 Jan 23, 2026
FINANCIAL CONSULATE, INC History New 18 0 +18 New Q4 2025 Jan 22, 2026
Rossby Financial, LCC History New 18 0 +18 New Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Closed out 0 0 0.0% -18 -100.0% Q3 2025 Oct 09, 2025
Marquette Asset Management, LLC History New 17 0 +17 New Q4 2025 Jan 16, 2026
ELEVATION WEALTH PARTNERS, LLC History New 16 0 +16 New Q4 2025 Jan 09, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 -16 -100.0% Q3 2025 Oct 16, 2025
PROFFITT & GOODSON INC History Closed out 0 0 -14 -100.0% Q3 2025 Oct 21, 2025
SouthState Bank Corp History Reduced 10 0 0.0% -12 -54.55% Q4 2025 Feb 11, 2026
Advocate Investing Services LLC History New 12 0 +12 New Q4 2025 Feb 12, 2026
Principia Wealth Advisory, LLC History New 11 0 +11 New Q4 2025 Feb 10, 2026
Fairman Group, LLC History Reduced 9 0 0.0% -9 -50.0% Q4 2025 Feb 13, 2026
Spire Wealth Management History Closed out 0 0 -9 -100.0% Q3 2025 Oct 23, 2025
HARBOUR INVESTMENTS, INC. History New 5 0 +5 New Q4 2025 Feb 09, 2026
Bay Harbor Wealth Management, LLC History Added to 12 0 +4 50.0% Q4 2025 Feb 02, 2026
HFM Investment Advisors, LLC History Reduced 6 0 -4 -40.0% Q4 2025 Feb 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Oct 27, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 -4 -100.0% Q3 2025 Oct 06, 2025
Dunhill Financial, LLC History New 3 0 +3 New Q4 2025 Jan 29, 2026
Sound Income Strategies, LLC History New 1 0 +1 New Q4 2025 Jan 21, 2026
SJS Investment Consulting Inc. History Reduced 15 0 -1 -6.25% Q4 2025 Jan 21, 2026
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 27, 2025
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 13 0 0 0.0% Q4 2025 Jan 23, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 10 0 0 0.0% Q4 2025 Feb 13, 2026
DT Investment Partners, LLC History No change 2 0 0 0.0% Q4 2025 Feb 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 18 0 0.0% 0 0.0% Q4 2025 Feb 11, 2026
Tradewinds Capital Management, LLC History No change 6 0 0 0.0% Q4 2025 Jan 14, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
Cromwell Holdings LLC History No change 18 0 0.0% 0 0.0% Q4 2025 Jan 20, 2026
Raleigh Capital Management Inc. History No change 1 0 0 0.0% Q4 2025 Jan 21, 2026
Turning Point Benefit Group, Inc. History No change 5 0 0 0.0% Q4 2025 Jan 30, 2026
Hughes Financial Services, LLC History No change 10 0 0 0.0% Q4 2025 Feb 11, 2026
Clark Wealth Partners History No change 3 0 0 0.0% Q4 2025 Feb 04, 2026