COCA-COLA EUROPACIFIC PARTNERS plc - CCEP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 88 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
Invesco Ltd. History Reduced 15,414,224 1,398,070 0.21% 0.22% 1 -196,155 -1.26% Q4 2025 Feb 19, 2026
BlackRock, Inc. History Reduced 13,953,515 1,265,583 0.02% 0.02% 2 -1,238,031 -8.15% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 10,925,382 1,008,428 0.01% 0.01% 3 -34,728 -0.32% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Reduced 6,353,898 576,298 0.07% 0.08% 4 -493,871 -7.21% Q4 2025 Mar 25, 2026
Boston Partners History Reduced 6,150,169 557,622 0.58% 0.58% 5 -116,343 -1.86% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 5,873,922 532,764 0.17% 0.16% 6 +38,339 0.66% Q4 2025 Jan 22, 2026
TRUIST FINANCIAL CORP History Reduced 4,754,512 431,234 0.58% 0.58% 7 -1,531 -0.03% Q4 2025 Feb 02, 2026
STATE STREET CORP History Reduced 4,526,756 410,576 0.01% 0.01% 8 -233,338 -4.9% Q4 2025 Feb 13, 2026
NORGES BANK History New 4,000,477 363,294 0.04% 9 +4,000,477 New Q4 2025 Feb 10, 2026
FIL Ltd History Added to 3,793,166 344,311 0.26% 0.27% 10 +10,801 0.29% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 3,494,328 316,935 0.02% 0.02% 11 +163,808 4.92% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 3,363,587 307,732 0.07% 0.07% 12 -151,344 -4.31% Q4 2025 Feb 09, 2026
Amundi History Added to 2,997,369 271,861 0.07% 0.08% 13 +106,213 3.67% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,675,539 242,671 0.02% 0.01% 14 +273,183 11.37% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,301,299 207,120 0.01% 0.01% 15 -136,037 -5.58% Q4 2025 Feb 09, 2026
UBS Group AG History Added to 2,035,674 184,635 0.03% 0.03% 16 +43,942 2.21% Q4 2025 Jan 29, 2026
BESSEMER GROUP INC History Reduced 2,000,174 181,413 0.28% 0.35% 17 -537,472 -21.18% Q4 2025 Feb 05, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 1,990,763 180,562 0.11% 0.11% 18 -199,192 -9.1% Q4 2025 Jan 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 1,913,218 173,528 0.04% 0.04% 19 -129,829 -6.35% Q4 2025 Feb 13, 2026
Aristotle Capital Management, LLC History Reduced 1,861,181 168,813 0.34% 0.33% 20 -44,573 -2.34% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 1,846,964 167,828 0.28% 0.28% 21 -483,035 -20.73% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 1,475,560 133,833 0.02% 22 +1,475,560 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 1,379,255 125,098 0.04% 0.04% 23 -78,504 -5.39% Q4 2025 Feb 11, 2026
NORTHERN TRUST CORP History Reduced 1,372,122 124,451 0.02% 0.02% 24 -293,173 -17.6% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 1,360,139 123,364 0.03% 0.02% 25 +348,345 34.43% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,339,632 121,504 0.04% 0.04% 26 -101,583 -7.05% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 1,286,419 116,678 0.01% 0.01% 27 -457,177 -26.22% Q4 2025 Feb 11, 2026
Nuveen, LLC History Reduced 1,199,956 108,836 0.03% 0.03% 28 -62,255 -4.93% Q4 2025 Feb 12, 2026
Marathon Asset Management Ltd History Reduced 1,127,175 102,234 3.93% 3.88% 29 -38,015 -3.26% Q4 2025 Feb 06, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 1,089,910 99,192 0.09% 0.09% 30 -81,058 -6.92% Q4 2025 Jan 08, 2026
Epoch Investment Partners, Inc. History Reduced 1,087,256 98,614 0.56% 0.58% 31 -76,878 -6.6% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 1,058,955 96,047 0.01% 0.02% 32 -213,174 -16.76% Q4 2025 Feb 12, 2026
FMR LLC History Reduced 1,027,002 93,149 0.0% 0.0% 33 -16,210 -1.55% Q4 2025 Feb 17, 2026
FIDUCIARY MANAGEMENT INC /WI/ History Reduced 1,010,460 91,648 1.01% 1.06% 34 -149,676 -12.9% Q4 2025 Feb 11, 2026
AGF MANAGEMENT LTD History Added to 982,866 89,145 0.39% 0.38% 35 +33,970 3.58% Q4 2025 Feb 17, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 968,909 87,880 0.18% 0.18% 36 +52,103 5.68% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 943,426 85,568 0.01% 0.01% 37 +449,395 90.96% Q4 2025 Feb 17, 2026
DnB Asset Management AS History Added to 1,103,612 77,153 0.27% 0.27% 38 +20,214 1.87% Q4 2025 Feb 05, 2026
Bank of New York Mellon Corp History Added to 767,952 69,653 0.01% 0.01% 39 +34,322 4.68% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Reduced 738,855 67,014 0.02% 0.02% 40 -22,867 -3.0% Q4 2025 Feb 11, 2026
DekaBank Deutsche Girozentrale History No change 823,086 64,900 0.11% 0.13% 41 0 0.0% Q4 2025 Jan 28, 2026
ProShare Advisors LLC History Added to 711,818 64,561 0.11% 0.09% 42 +210,554 42.0% Q4 2025 Feb 06, 2026
TD ASSET MANAGEMENT INC History Added to 648,833 58,849 0.05% 0.05% 43 +26,523 4.26% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Reduced 645,405 58,538 0.04% 0.07% 44 -406,587 -38.65% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 614,958 55,779 0.06% 0.15% 45 -28,764 -4.47% Q4 2025 Feb 13, 2026
Swiss National Bank History Reduced 567,214 51,446 0.03% 0.03% 46 -99,100 -14.87% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 531,425 48,200 0.02% 0.03% 47 -121,529 -18.61% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 502,644 45,589 0.05% 0.03% 48 +154,149 44.23% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 534,071 44,777 0.01% 0.03% 49 -936,489 -63.68% Q4 2025 Feb 17, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Reduced 492,450 44,665 1.56% 1.55% 50 -18,700 -3.66% Q4 2025 Feb 04, 2026
Cullen Capital Management, LLC History Reduced 491,058 44,538 0.49% 0.51% 51 -29,301 -5.63% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 470,205 42,647 0.02% 0.02% 52 +107,407 29.61% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 463,476 42,037 0.04% 0.04% 53 +65,553 16.47% Q4 2025 Feb 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 447,848 40,619 0.11% 0.12% 54 -44,396 -9.02% Q4 2025 Feb 09, 2026
Vontobel Holding Ltd. History Added to 369,984 33,554 0.11% 0.07% 55 +101,937 38.03% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 342,374 31,053 0.01% 0.01% 56 -54,226 -13.67% Q4 2025 Feb 10, 2026
Handelsbanken Fonder AB History Added to 311,523 28,255 0.09% 0.07% 57 +75,990 32.26% Q4 2025 Feb 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 293,212 26,594 0.0% 0.0% 58 +7,454 2.61% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 288,178 26,139 0.0% 0.0% 59 +27,411 10.51% Q4 2025 Feb 17, 2026
AVIVA PLC History Reduced 282,416 25,702 0.04% 0.05% 60 -16,336 -5.47% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Reduced 281,151 25,500 0.01% 0.01% 61 -5,027 -1.76% Q4 2025 Feb 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 280,519 25,443 0.04% 0.05% 62 -16,386 -5.52% Q4 2025 Feb 13, 2026
CI INVESTMENTS INC. History Reduced 278,399 25,250 0.11% 0.09% 63 -6,592 -2.31% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Added to 277,496 25,169 0.04% 0.04% 64 +2,293 0.83% Q4 2025 Feb 10, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 272,565 24,724 0.13% 0.3% 65 -309,317 -53.16% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 270,987 24,578 0.01% 0.0% 66 +219,975 431.22% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 262,928 23,847 0.0% 0.01% 67 -363,612 -58.03% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 262,558 23,814 0.04% 68 +262,558 New Q4 2025 Feb 17, 2026
Arbejdsmarkedets Tillaegspension History New 258,577 23,452 0.6% 69 +258,577 New Q4 2025 Feb 05, 2026
CSM Advisors, LLC History Added to 258,139 23,417 0.64% 0.6% 70 +20,572 8.66% Q4 2025 Feb 11, 2026
APG Asset Management N.V. History Reduced 299,231 23,108 0.07% 0.08% 71 -62,240 -17.22% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 252,741 22,923 0.03% 0.03% 72 +13,837 5.79% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 250,304 22,882 0.03% 0.03% 73 +17,538 7.53% Q4 2025 Feb 18, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 246,719 21,763 0.01% 0.02% 74 -5,160 -2.05% Q4 2025 Feb 03, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 223,869 20,304 0.02% 0.01% 75 +127,897 133.26% Q4 2025 Feb 17, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 218,991 19,862 0.07% 0.15% 76 -286,196 -56.65% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 212,520 19,573 0.0% 0.01% 77 -197,109 -48.12% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 210,067 19,053 0.01% 0.01% 78 +7,297 3.6% Q4 2025 Feb 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 202,998 18,411 0.07% 0.05% 79 +74,926 58.5% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 195,566 17,737 0.02% 0.02% 80 -7,391 -3.64% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 194,824 17,675 0.03% 0.04% 81 -85,647 -30.54% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 193,655 17,564 0.0% 0.0% 82 +36,935 23.57% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 191,208 17,342 0.01% 83 +191,208 New Q4 2025 Feb 13, 2026
NEOS Investment Management LLC History Added to 187,920 17,044 0.1% 0.1% 84 +41,920 28.71% Q4 2025 Feb 17, 2026
Swedbank AB History Added to 181,203 16,435 0.02% 0.02% 85 +2,760 1.55% Q4 2025 Feb 09, 2026
SCS Capital Management LLC History Reduced 179,591 16,288 0.17% 0.18% 86 -126 -0.07% Q4 2025 Feb 10, 2026
Holocene Advisors, LP History Reduced 175,701 15,936 0.03% 0.04% 87 -567 -0.32% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Reduced 165,929 15,057 0.01% 0.02% 88 -18,943 -10.25% Q4 2025 Jan 29, 2026
MARSICO CAPITAL MANAGEMENT LLC History Reduced 163,837 14,860 0.41% 0.61% 89 -99,507 -37.79% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 153,358 13,909 0.02% 0.0% 90 +148,751 3228.8% Q4 2025 Feb 13, 2026
Korea Investment CORP History Reduced 150,374 13,638 0.03% 0.03% 91 -19,560 -11.51% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 146,416 13,279 0.01% 0.01% 92 -2,258 -1.52% Q4 2025 Feb 13, 2026
National Pension Service History Added to 145,163 13,166 0.01% 0.01% 93 +17,157 13.4% Q4 2025 Feb 10, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 144,681 13,122 0.04% 0.03% 94 +21,587 17.54% Q4 2025 Jan 26, 2026
TWO SIGMA INVESTMENTS, LP History Added to 141,354 12,820 0.02% 0.01% 95 +98,655 231.05% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 139,311 12,636 0.02% 0.12% 96 -262,757 -65.35% Q4 2025 Jan 09, 2026
DANSKE BANK A/S History Reduced 138,424 12,555 0.03% 0.07% 97 -190,279 -57.89% Q4 2025 Feb 02, 2026
Russell Investments Group, Ltd. History Added to 138,149 12,544 0.01% 0.01% 98 +175 0.13% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 134,763 12,223 0.0% 0.0% 99 -21,484 -13.75% Q4 2025 Feb 18, 2026
Rafferty Asset Management, LLC History Reduced 133,126 12,074 0.04% 0.04% 100 -2,995 -2.2% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 126,487 11,472 0.02% 0.03% 101 -2,690 -2.08% Q4 2025 Jan 27, 2026
Intesa Sanpaolo S.p.A. History New 124,781 11,429 0.66% 102 +124,781 New Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 121,407 11,011 0.01% 0.01% 103 -7,990 -6.17% Q4 2025 Feb 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 120,183 10,900 0.04% 0.05% 104 -32,100 -21.08% Q4 2025 Feb 13, 2026
M&G Plc History Added to 116,843 10,632 0.05% 0.04% 105 +35,046 42.85% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 116,305 10,548 0.03% 0.03% 106 -15,829 -11.98% Q4 2025 Jan 30, 2026
CIBC Asset Management Inc History Added to 115,520 10,477 0.03% 0.03% 107 +6,706 6.16% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History Reduced 114,139 10,384 0.01% 0.03% 108 -391,670 -77.43% Q4 2025 Mar 20, 2026
J. Safra Sarasin Holding AG History Reduced 107,582 9,757 0.16% 0.22% 109 -40,256 -27.23% Q4 2025 Jan 15, 2026
Verition Fund Management LLC History Reduced 105,989 9,613 0.04% 0.05% 110 -22,711 -17.65% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 103,426 9,380 0.03% 0.05% 111 -33,013 -24.2% Q4 2025 Jan 28, 2026
OSTRUM ASSET MANAGEMENT History Added to 97,783 8,868 0.43% 0.32% 112 +18,703 23.65% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 97,136 8,810 0.0% 0.0% 113 -3,478 -3.46% Q4 2025 Feb 11, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 96,650 8,766 0.15% 0.15% 114 +5,185 5.67% Q4 2025 Jan 27, 2026
State of New Jersey Common Pension Fund D History Reduced 94,965 8,613 0.03% 0.04% 115 -10,300 -9.78% Q4 2025 Jan 30, 2026
Ilmarinen Mutual Pension Insurance Co History Reduced 93,500 8,480 0.07% 0.11% 116 -61,500 -39.68% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 92,421 8,382 0.02% 0.02% 117 +20,304 28.15% Q4 2025 Feb 17, 2026
Princeton Global Asset Management LLC History Added to 90,849 8,240 1.33% 1.36% 118 +100 0.11% Q4 2025 Jan 20, 2026
Mariner, LLC History Added to 90,688 8,226 0.01% 0.01% 119 +23,574 35.13% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Reduced 90,300 8,190 0.03% 0.06% 120 -81,000 -47.29% Q4 2025 Jan 28, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 83,453 7,569 0.02% 0.02% 121 -4,060 -4.64% Q4 2025 Feb 10, 2026
Lansforsakringar Fondforvaltning AB (publ) History Reduced 82,861 7,515 0.04% 0.04% 122 -4,797 -5.47% Q4 2025 Feb 12, 2026
Asset Management One Co., Ltd. History Reduced 81,433 7,468 0.02% 0.02% 123 -4,160 -4.86% Q4 2025 Jan 27, 2026
Kepler Cheuvreux (Suisse) SA History No change 81,899 7,429 0.42% 0.4% 124 0 0.0% Q4 2025 Feb 04, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 80,605 7,383 0.01% 125 +80,605 New Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 77,179 7,000 0.01% 126 +77,179 New Q4 2025 Feb 13, 2026
Night Squared LP History New 76,419 6,931 1.95% 127 +76,419 New Q4 2025 Feb 17, 2026
KBC Group NV History Added to 75,245 6,825 0.02% 0.01% 128 +34,318 83.85% Q4 2025 Jan 26, 2026
Varma Mutual Pension Insurance Co History New 75,200 6,820 0.04% 129 +75,200 New Q4 2025 Feb 02, 2026
Vestcor Inc History Reduced 75,085 6,810 0.19% 0.22% 130 -5,580 -6.92% Q4 2025 Feb 11, 2026
Tevis Investment Management History No change 74,715 6,754 4.07% 4.07% 131 0 0.0% Q4 2025 Feb 02, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 72,811 6,603 0.01% 0.02% 132 -36,300 -33.27% Q4 2025 Feb 17, 2026
Silchester International Investors LLP History No change 71,476 6,482 2.45% 2.11% 133 0 0.0% Q4 2025 Jan 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 70,109 6,358 0.08% 0.07% 134 -2,968 -4.06% Q4 2025 Feb 02, 2026
Smith Group Asset Management, LLC History Added to 69,801 6,330 0.34% 0.32% 135 +7,790 12.56% Q4 2025 Feb 10, 2026
Retirement Systems of Alabama History No change 69,404 6,294 0.02% 0.02% 136 0 0.0% Q4 2025 Jan 15, 2026
RHUMBLINE ADVISERS History Reduced 68,999 6,258 0.01% 0.01% 137 -7,856 -10.22% Q4 2025 Feb 13, 2026
iA Global Asset Management Inc. History Reduced 67,243 6,099 0.08% 0.15% 138 -56,926 -45.85% Q4 2025 Feb 05, 2026
Fisher Funds Management LTD History No change 64,709 5,880 0.15% 0.15% 139 0 0.0% Q4 2025 Jan 26, 2026
RWA WEALTH PARTNERS, LLC History Added to 63,161 5,728 0.06% 0.06% 140 +3,582 6.01% Q4 2025 Feb 12, 2026
Groupe la Francaise History Added to 62,205 5,660 0.08% 0.07% 141 +4,117 7.09% Q4 2025 Feb 12, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 62,328 5,653 0.05% 0.01% 142 +48,225 341.95% Q4 2025 Feb 03, 2026
SIT INVESTMENT ASSOCIATES INC History No change 61,300 5,560 6.82% 0.11% 143 0 0.0% Q4 2025 Feb 25, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 61,148 5,546 0.37% 0.12% 144 +50,195 458.28% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 61,101 5,541 0.01% 0.01% 145 +118 0.19% Q4 2025 Jan 30, 2026
Daiwa Securities Group Inc. History Added to 59,350 5,383 0.02% 0.02% 146 +3,098 5.51% Q4 2025 Feb 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 56,953 5,165 0.03% 0.03% 147 -3,675 -6.06% Q4 2025 Feb 10, 2026
Creative Planning History Added to 54,313 4,926 0.0% 0.0% 149 +5,383 11.0% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 54,268 4,926 0.0% 0.0% 148 -94 -0.17% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 54,256 4,920 0.02% 150 +54,256 New Q4 2025 Feb 13, 2026
Resona Asset Management Co.,Ltd. History Reduced 53,889 4,887 0.02% 0.03% 151 -9,959 -15.6% Q4 2025 Feb 06, 2026
CREDIT AGRICOLE S A History Reduced 52,401 4,752 0.01% 0.02% 152 -21,077 -28.68% Q4 2025 Feb 17, 2026
SHELTON CAPITAL MANAGEMENT History Added to 52,248 4,738 0.09% 0.1% 153 +1,514 2.98% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 51,613 4,681 0.0% 0.0% 154 +27,763 116.41% Q4 2025 Feb 17, 2026
USS Investment Management Ltd History Added to 51,203 4,645 0.02% 0.02% 155 +5,480 11.99% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History No change 48,470 4,444 0.01% 0.01% 156 0 0.0% Q4 2025 Feb 18, 2026
Federation des caisses Desjardins du Quebec History Reduced 48,617 4,409 0.02% 0.02% 157 -10,728 -18.08% Q4 2025 Feb 12, 2026
Moran Wealth Management, LLC History Added to 48,572 4,405 0.14% 0.13% 158 +489 1.02% Q4 2025 Jan 26, 2026
NOMURA HOLDINGS INC History Reduced 48,374 4,387 0.01% 0.01% 159 -25,729 -34.72% Q4 2025 Feb 17, 2026
Cumberland Partners Ltd History Reduced 47,690 4,325 0.26% 0.28% 160 -230 -0.48% Q4 2025 Feb 06, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 46,655 4,232 0.01% 161 +46,655 New Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Added to 46,136 4,184 0.03% 0.03% 162 +34 0.07% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Reduced 45,511 4,127 0.0% 0.01% 163 -27,674 -37.81% Q4 2025 Feb 13, 2026
LBP AM SA History Reduced 45,041 4,085 0.05% 0.07% 164 -19,093 -29.77% Q4 2025 Jan 26, 2026
Headlands Technologies LLC History Added to 43,922 3,983 0.33% 0.04% 165 +38,380 692.53% Q4 2025 Feb 13, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 43,038 3,903 0.03% 166 +43,038 New Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 45,329 3,885 0.01% 0.01% 167 +345 0.77% Q4 2025 Jan 08, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 42,578 3,861 0.11% 0.11% 168 -76 -0.18% Q4 2025 Feb 12, 2026
&PARTNERS History Added to 41,445 3,759 0.02% 0.02% 169 +4,935 13.52% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 40,900 3,709 0.03% 170 +40,900 New Q4 2025 Feb 05, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 40,891 3,708 0.0% 0.01% 171 -53,777 -56.81% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 40,846 3,704 0.0% 0.04% 172 -626,767 -93.88% Q4 2025 Feb 13, 2026
IFM Investors Pty Ltd History New 40,723 3,694 0.03% 173 +40,723 New Q4 2025 Feb 12, 2026
Diversified Trust Co History Added to 40,410 3,665 0.07% 0.06% 174 +8,405 26.26% Q4 2025 Jan 09, 2026
Rockefeller Capital Management L.P. History Added to 39,196 3,555 0.01% 0.01% 175 +2,516 6.86% Q4 2025 Mar 16, 2026
HighTower Advisors, LLC History Added to 38,252 3,469 0.0% 0.0% 176 +684 1.82% Q4 2025 Feb 06, 2026
Fisher Asset Management, LLC History Added to 38,175 3,462 0.0% 0.0% 177 +432 1.14% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 38,068 3,452 0.0% 0.0% 178 +13,973 57.99% Q4 2025 Feb 17, 2026
FORSTA AP-FONDEN History Reduced 37,900 3,437 0.02% 0.02% 179 -8,300 -17.97% Q4 2025 Feb 10, 2026
MACQUARIE GROUP LTD History Reduced 36,974 3,353 0.01% 0.01% 180 -42,293 -53.36% Q4 2025 Feb 13, 2026
Ethic Inc. History Added to 36,308 3,293 0.05% 0.04% 181 +7,987 28.2% Q4 2025 Feb 03, 2026
PROFUND ADVISORS LLC History Added to 36,085 3,272 0.1% 0.1% 182 +2,958 8.93% Q4 2025 Feb 06, 2026
Pacer Advisors, Inc. History Added to 35,146 3,187 0.01% 0.01% 183 +1,459 4.33% Q4 2025 Feb 24, 2026
Swiss Life Asset Management Ltd History New 35,034 3,177 0.02% 184 +35,034 New Q4 2025 Feb 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 34,287 3,109 0.01% 0.01% 185 -436 -1.26% Q4 2025 Feb 13, 2026
Harvest Fund Management Co., Ltd History Added to 34,248 3,106 0.12% 0.11% 186 +6,090 21.63% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 33,799 3,065 0.02% 0.02% 187 +1,935 6.07% Q4 2025 Feb 11, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 32,930 3,016 0.04% 0.04% 188 -690 -2.05% Q4 2025 Feb 03, 2026
Cannell & Spears LLC History Reduced 32,603 2,957 0.06% 0.06% 189 -2,800 -7.91% Q4 2025 Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC History New 31,322 2,840 0.06% 190 +31,322 New Q4 2025 Feb 17, 2026
Achmea Investment Management B.V. History No change 31,128 2,823 0.07% 0.03% 191 0 0.0% Q4 2025 Feb 18, 2026
Louisiana State Employees Retirement System History Reduced 30,700 2,784 0.05% 0.05% 192 -2,700 -8.08% Q4 2025 Jan 16, 2026
Pinnacle Financial Partners, Inc. History New 30,630 2,778 0.02% 193 +30,630 New Q4 2025 Feb 18, 2026
Sanctuary Advisors, LLC History Added to 30,592 2,774 0.02% 0.01% 194 +6,851 28.86% Q4 2025 Jan 29, 2026
Monument Capital Management History Added to 30,523 2,768 0.69% 0.68% 195 +219 0.72% Q4 2025 Jan 26, 2026
TWO SIGMA SECURITIES, LLC History New 30,492 2,765 0.38% 196 +30,492 New Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 30,251 2,743 0.09% 0.09% 197 -604 -1.96% Q4 2025 Jan 30, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 29,385 2,665 0.01% 0.0% 198 +4,696 19.02% Q4 2025 Feb 17, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 29,262 2,654 0.35% 0.35% 199 -159 -0.54% Q4 2025 Feb 10, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 27,936 2,533 0.02% 0.02% 200 -5,411 -16.23% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 27,409 2,485 0.0% 0.0% 201 -560 -2.0% Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 26,842 2,434 0.01% 202 +26,842 New Q4 2025 Feb 10, 2026
Quantbot Technologies LP History New 26,263 2,382 0.08% 203 +26,263 New Q4 2025 Feb 10, 2026
Aberdeen Group plc History Reduced 26,157 2,372 0.0% 0.0% 204 -3,577 -12.03% Q4 2025 Jan 16, 2026
Legacy Wealth Asset Management, LLC History Reduced 25,550 2,317 0.57% 0.57% 205 -223 -0.87% Q4 2025 Jan 12, 2026
OpenArc Corporate Advisory, LLC History New 25,468 2,309 0.04% 206 +25,468 New Q4 2025 Feb 13, 2026
Richard Bernstein Advisors LLC History Reduced 24,931 2,261 0.07% 0.07% 207 -2,739 -9.9% Q4 2025 Feb 03, 2026
Allspring Global Investments Holdings, LLC History Reduced 25,427 2,242 0.0% 0.02% 208 -116,880 -82.13% Q4 2025 Jan 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 24,450 2,217 0.0% 0.0% 209 -257 -1.04% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Added to 24,200 2,194 0.0% 0.0% 210 +509 2.15% Q4 2025 Feb 10, 2026
Catalyst Funds Management Pty Ltd History Added to 23,113 2,096 0.49% 0.17% 211 +10,500 83.25% Q4 2025 Feb 09, 2026
Assenagon Asset Management S.A. History Reduced 22,948 2,081 0.0% 0.0% 212 -2,992 -11.53% Q4 2025 Jan 09, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 22,666 2,055 0.02% 0.02% 213 -2,059 -8.33% Q4 2025 Feb 03, 2026
111 Capital History Added to 22,154 2,033 0.44% 0.28% 214 +5,732 34.9% Q4 2025 Feb 11, 2026
Investment Management Corp of Ontario History Added to 22,337 2,025 0.03% 0.03% 215 +3,200 16.72% Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 22,257 2,018 0.01% 216 +22,257 New Q4 2025 Feb 12, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 22,120 2,006 0.28% 0.32% 217 -472 -2.09% Q4 2025 Jan 23, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 20,569 1,865 0.0% 0.0% 218 +7,290 54.9% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 20,462 1,855 0.0% 0.0% 219 -1,249 -5.75% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Added to 20,192 1,831 0.04% 0.01% 220 +14,864 278.98% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 19,913 1,806 0.03% 0.02% 221 +6,695 50.65% Q4 2025 Jan 08, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 19,909 1,805 0.02% 0.02% 222 -3,236 -13.98% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 19,682 1,785 0.0% 0.0% 223 -643 -3.16% Q4 2025 Feb 17, 2026
Taproot Management LP History New 19,287 1,749 0.28% 224 +19,287 New Q4 2025 Feb 13, 2026
OSSIAM History Reduced 18,951 1,718 0.03% 0.02% 225 -451 -2.32% Q4 2025 Feb 13, 2026
Robeco Institutional Asset Management B.V. History Reduced 18,938 1,717 0.0% 0.0% 226 -12,073 -38.93% Q4 2025 Jan 23, 2026
ICON ADVISERS INC/CO History No change 18,852 1,709 0.37% 0.37% 227 0 0.0% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 17,994 1,632 0.0% 0.0% 228 0 0.0% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 17,600 1,596 0.01% 0.01% 229 -4,900 -21.78% Q4 2025 Feb 12, 2026
Sciencast Management LP History New 17,589 1,595 0.22% 230 +17,589 New Q4 2025 Feb 17, 2026
Centiva Capital, LP History New 17,116 1,552 0.01% 231 +17,116 New Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 17,100 1,550 0.0% 0.01% 232 -1,700 -9.04% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Added to 16,565 1,502 0.05% 0.04% 233 +1,284 8.4% Q4 2025 Feb 11, 2026
Dynasty Wealth Management, LLC History Added to 16,390 1,486 0.01% 0.02% 234 +2,092 14.63% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Added to 16,261 1,474 0.0% 0.0% 235 +2,620 19.21% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Added to 16,055 1,456 0.0% 0.0% 236 +1,244 8.4% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 16,004 1,451 0.01% 0.01% 237 +1,616 11.23% Q4 2025 Feb 12, 2026
FOX RUN MANAGEMENT, L.L.C. History New 15,767 1,430 0.22% 238 +15,767 New Q4 2025 Feb 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 15,605 1,415 0.03% 0.03% 239 +17 0.11% Q4 2025 Jan 23, 2026
Schonfeld Strategic Advisors LLC History New 15,440 1,400 0.01% 240 +15,440 New Q4 2025 Feb 17, 2026
Norinchukin Bank, The History Added to 15,431 1,399 0.02% 0.02% 241 +2,415 18.55% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 15,033 1,363 0.01% 0.01% 242 +2,997 24.9% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 15,007 1,361 0.02% 0.02% 243 -401 -2.6% Q4 2025 Feb 09, 2026
Ipswich Investment Management Co., Inc. History Reduced 14,925 1,353 0.31% 0.32% 244 -200 -1.32% Q4 2025 Jan 16, 2026
Campbell & CO Investment Adviser LLC History New 14,402 1,327 0.06% 245 +14,402 New Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,481 1,313 0.0% 0.0% 246 0 0.0% Q4 2025 Feb 12, 2026
Redhawk Wealth Advisors, Inc. History Added to 13,834 1,254 0.14% 0.13% 247 +1,301 10.38% Q4 2025 Jan 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 13,650 1,235 0.0% 0.0% 248 +6,247 84.38% Q4 2025 Feb 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 13,512 1,225 0.01% 0.01% 249 +5,446 67.52% Q4 2025 Feb 11, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 13,422 1,217 0.09% 0.09% 250 +25 0.19% Q4 2025 Feb 04, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 13,338 1,209 0.03% 0.03% 251 -577 -4.15% Q4 2025 Feb 05, 2026
Independent Advisor Alliance History Reduced 13,059 1,184 0.03% 0.03% 252 -369 -2.75% Q4 2025 Feb 04, 2026
China Universal Asset Management Co., Ltd. History Added to 12,966 1,176 0.09% 0.09% 253 +870 7.19% Q4 2025 Jan 29, 2026
Capricorn Fund Managers Ltd History New 12,600 1,142 0.28% 254 +12,600 New Q4 2025 Jan 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 12,191 1,105 0.0% 0.0% 255 +738 6.44% Q4 2025 Feb 10, 2026
REGIONS FINANCIAL CORP History Reduced 11,996 1,088 0.01% 0.01% 256 -939 -7.26% Q4 2025 Jan 27, 2026
Jump Financial, LLC History Reduced 11,980 1,086 0.01% 0.12% 257 -96,368 -88.94% Q4 2025 Feb 17, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 11,717 1,062 0.11% 0.13% 258 -80 -0.68% Q4 2025 Feb 09, 2026
Vestmark Advisory Solutions, Inc. History Added to 11,700 1,061 0.01% 0.01% 259 +5,143 78.44% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 11,679 1,059 0.01% 0.01% 260 +3,454 41.99% Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History Added to 11,258 1,021 0.03% 0.03% 261 +315 2.88% Q4 2025 Feb 13, 2026
Genesee Capital Advisors, LLC History Added to 11,257 1,021 0.41% 0.44% 262 +137 1.23% Q4 2025 Jan 16, 2026
Savant Capital, LLC History Added to 11,157 1,011 0.01% 0.01% 263 +1,701 17.99% Q4 2025 Feb 10, 2026
Lombard Odier Asset Management (Switzerland) SA History Reduced 10,965 994 0.04% 0.29% 264 -59,737 -84.49% Q4 2025 Feb 17, 2026
ING GROEP NV History Added to 10,905 989 0.01% 0.0% 265 +3,895 55.56% Q4 2025 Feb 11, 2026
SCOTIA CAPITAL INC. History Added to 10,926 989 0.0% 0.0% 266 +27 0.25% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,843 983 0.01% 0.01% 267 0 0.0% Q4 2025 Feb 10, 2026
Gulf International Bank (UK) Ltd History No change 10,454 948 0.03% 0.03% 268 0 0.0% Q4 2025 Feb 10, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 10,304 934 0.0% 0.0% 269 -2,545 -19.81% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 10,275 932 0.01% 0.01% 270 +535 5.49% Q4 2025 Feb 12, 2026
Fieldview Capital Management, LLC History New 10,203 925 0.16% 271 +10,203 New Q4 2025 Feb 13, 2026
Voleon Capital Management LP History New 10,017 908 0.02% 272 +10,017 New Q4 2025 Feb 17, 2026
Caprock Group, LLC History Added to 10,001 907 0.02% 0.02% 273 +458 4.8% Q4 2025 Jan 28, 2026
INCEPTIONR LLC History Added to 9,818 890 0.25% 0.13% 274 +3,912 66.24% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History New 9,800 888 0.0% 275 +9,800 New Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 9,781 887 0.0% 0.0% 276 -2,035 -17.22% Q4 2025 Feb 11, 2026
ASR Vermogensbeheer N.V. History No change 9,752 884 0.01% 0.01% 277 0 0.0% Q4 2025 Feb 03, 2026
MML INVESTORS SERVICES, LLC History Added to 9,607 871 0.0% 0.0% 278 +541 5.97% Q4 2025 Feb 13, 2026
EFG International AG History New 9,300 843 0.02% 279 +9,300 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 9,261 839 0.0% 0.0% 280 +2,363 34.26% Q4 2025 Feb 18, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 9,146 829 0.03% 0.04% 281 -3,004 -24.72% Q4 2025 Jan 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 8,770 795 0.03% 0.03% 282 0 0.0% Q4 2025 Jan 27, 2026
Corient Private Wealth LLC History Added to 8,728 779 0.0% 0.0% 283 +1,593 22.33% Q4 2025 Mar 09, 2026
Ballentine Partners, LLC History Reduced 8,495 770 0.01% 0.01% 284 -202 -2.32% Q4 2025 Feb 03, 2026
Atria Investments, Inc History Added to 8,472 768 0.01% 0.01% 285 +33 0.39% Q4 2025 Feb 05, 2026
SIH Partners, LLLP History Reduced 8,401 761 0.01% 0.02% 286 -119 -1.4% Q4 2025 Feb 17, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 8,305 753 0.02% 0.02% 287 -733 -8.11% Q4 2025 Feb 17, 2026
Avanza Fonder AB History New 8,198 743 0.02% 288 +8,198 New Q4 2025 Jan 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 8,046 737 0.0% 0.0% 289 -9,612 -54.43% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Reduced 7,988 724 0.0% 0.0% 290 -6,542 -45.02% Q4 2025 Feb 17, 2026
Calydon Capital History Reduced 7,751 702 0.12% 0.11% 291 -110 -1.4% Q4 2025 Feb 17, 2026
AXQ CAPITAL, LP History New 7,730 701 0.16% 292 +7,730 New Q4 2025 Feb 10, 2026
INGALLS & SNYDER LLC History Reduced 7,625 692 0.03% 0.04% 293 -5,220 -40.64% Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 7,446 675 0.03% 0.1% 294 -8,207 -52.43% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 7,371 668 0.01% 0.01% 295 -1,071 -12.69% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 7,208 653 0.01% 0.01% 296 +345 5.03% Q4 2025 Jan 20, 2026
BKM Wealth Management, LLC History Added to 7,148 648 0.24% 0.22% 297 +487 7.31% Q4 2025 Jan 29, 2026
SIRIOS CAPITAL MANAGEMENT L P History Reduced 6,681 605 0.08% 0.17% 298 -8,121 -54.86% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 6,658 604 0.0% 0.0% 299 +350 5.55% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 6,373 578 0.0% 0.0% 300 +119 1.9% Q4 2025 Jan 05, 2026
M&T BANK CORP History Reduced 6,326 573 0.0% 0.0% 301 -101 -1.57% Q4 2025 Jan 30, 2026
AlphaCore Capital LLC History Reduced 6,242 566 0.01% 0.02% 302 -873 -12.27% Q4 2025 Feb 05, 2026
Abacus Wealth Partners, LLC History New 6,224 564 0.06% 303 +6,224 New Q4 2025 Feb 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 6,016 546 0.0% 0.0% 304 -400 -6.23% Q4 2025 Feb 05, 2026
Callan Family Office, LLC History Added to 5,974 541 0.01% 0.01% 305 +3,679 160.31% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Reduced 5,849 530 0.0% 0.0% 306 -168 -2.79% Q4 2025 Feb 12, 2026
NewEdge Wealth, LLC History Added to 5,550 503 0.01% 0.01% 307 +883 18.92% Q4 2025 Feb 03, 2026
HB Wealth Management, LLC History Added to 5,523 501 0.0% 0.0% 308 +900 19.47% Q4 2025 Jan 28, 2026
Access Investment Management LLC History No change 5,500 497 0.13% 0.13% 309 0 0.0% Q4 2025 Feb 02, 2026
EJMK Ventures LLC History New 5,475 496 0.31% 310 +5,475 New Q4 2025 Mar 03, 2026
Banco Santander, S.A. History New 5,434 492 0.0% 311 +5,434 New Q4 2025 Feb 13, 2026
COZAD ASSET MANAGEMENT INC History No change 5,422 491 0.04% 0.04% 312 0 0.0% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 5,315 482 0.0% 0.0% 313 +66 1.26% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 5,171 469 0.0% 0.0% 314 +275 5.62% Q4 2025 Jan 30, 2026
Beverly Hills Private Wealth, LLC History Reduced 5,138 466 0.08% 0.08% 315 -83 -1.59% Q4 2025 Feb 17, 2026
Atlatl Advisers LLC History Reduced 5,029 456 0.17% 0.2% 316 -514 -9.27% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Added to 5,003 453 0.01% 0.01% 318 +50 1.01% Q4 2025 Feb 02, 2026
ALLIANZ SE History No change 5,000 453 0.01% 0.01% 317 0 0.0% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 4,919 446 0.01% 0.01% 319 +931 23.35% Q4 2025 Feb 09, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 4,802 435 0.01% 320 +4,802 New Q4 2025 Feb 17, 2026
Pinnacle Bancorp, Inc. History No change 4,707 433 0.13% 0.13% 321 0 0.0% Q4 2025 Jan 22, 2026
Larson Financial Group LLC History Added to 4,732 429 0.01% 0.01% 322 +825 21.12% Q4 2025 Feb 06, 2026
Concurrent Investment Advisors, LLC History Added to 4,700 426 0.0% 0.01% 323 +377 8.72% Q4 2025 Jan 29, 2026
S-Bank Fund Management Ltd History Added to 4,485 406 0.05% 0.05% 324 +520 13.11% Q4 2025 Feb 03, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 4,475 405 0.05% 0.05% 325 0 0.0% Q4 2025 Feb 03, 2026
MARSHALL WACE, LLP History New 4,449 404 0.0% 326 +4,449 New Q4 2025 Feb 13, 2026
Howard Capital Management Inc. History Added to 4,451 403 0.01% 0.01% 327 +125 2.89% Q4 2025 Jan 23, 2026
SYON CAPITAL LLC History Added to 4,397 398 0.02% 0.02% 328 +233 5.6% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Added to 4,372 396 0.0% 0.0% 329 +892 25.63% Q4 2025 Jan 26, 2026
Hudson Bay Capital Management LP History Reduced 4,352 394 0.0% 0.0% 330 -35 -0.8% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 4,279 388 0.0% 331 +4,279 New Q4 2025 Feb 17, 2026
Legacy Capital Wealth Partners, LLC History Reduced 4,237 384 0.08% 0.08% 332 -6 -0.14% Q4 2025 Jan 16, 2026
Dorsey & Whitney Trust CO LLC History Reduced 4,168 378 0.02% 0.02% 333 -691 -14.22% Q4 2025 Feb 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 4,101 371 0.0% 0.0% 334 +1 0.02% Q4 2025 Feb 09, 2026
Vise Technologies, Inc. History Reduced 4,077 369 0.01% 0.03% 335 -3,752 -47.92% Q4 2025 Feb 11, 2026
Generali Asset Management SPA SGR History Added to 4,072 369 0.01% 0.01% 336 +304 8.07% Q4 2025 Feb 03, 2026
Smartleaf Asset Management LLC History Added to 3,931 360 0.01% 0.01% 337 +1,344 51.95% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 3,959 359 0.0% 338 +3,959 New Q4 2025 Feb 05, 2026
Metis Global Partners, LLC History Reduced 3,928 356 0.01% 0.01% 339 -1,008 -20.42% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Reduced 3,893 353 0.01% 0.0% 340 -244 -5.9% Q4 2025 Feb 02, 2026
Marex Group plc History New 3,871 351 0.0% 342 +3,871 New Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 3,871 351 0.0% 0.0% 341 +199 5.42% Q4 2025 Feb 05, 2026
Woodline Partners LP History New 3,829 347 0.0% 343 +3,829 New Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Reduced 3,814 345 0.01% 0.01% 344 -105 -2.68% Q4 2025 Jan 29, 2026
Wealthfront Advisers LLC History New 3,796 344 0.0% 345 +3,796 New Q4 2025 Jan 30, 2026
Bay Capital Advisors, LLC History No change 3,800 344 0.21% 0.22% 346 0 0.0% Q4 2025 Jan 16, 2026
LGT Group Foundation History Reduced 3,740 342 0.0% 0.0% 347 -304 -7.52% Q4 2025 Feb 05, 2026
Lighthouse Investment Partners, LLC History Reduced 3,700 335 0.01% 0.07% 349 -21,910 -85.55% Q4 2025 Feb 17, 2026
BTG Pactual Asset Management US LLC History New 3,697 335 0.03% 348 +3,697 New Q4 2025 Feb 17, 2026
Golden State Equity Partners History Added to 3,656 331 0.05% 0.06% 350 +33 0.91% Q4 2025 Jan 29, 2026
FULTON BANK, N.A. History Added to 3,586 325 0.01% 0.01% 351 +161 4.7% Q4 2025 Jan 08, 2026
Saranac Partners Ltd History Added to 3,708 324 0.13% 0.06% 352 +310 9.12% Q4 2025 Feb 06, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 3,529 320 0.05% 0.05% 353 -685 -16.26% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Added to 3,465 314 0.01% 0.01% 354 +74 2.18% Q4 2025 Feb 06, 2026
Stratos Wealth Advisors, LLC History Added to 3,456 313 0.02% 0.01% 355 +38 1.11% Q4 2025 Jan 20, 2026
DGS Capital Management, LLC History Reduced 3,444 312 0.05% 0.06% 356 -291 -7.79% Q4 2025 Feb 24, 2026
Capital Investment Advisors, LLC History Added to 3,418 310 0.0% 0.01% 357 +9 0.26% Q4 2025 Jan 13, 2026
Diversify Advisory Services, LLC History Added to 3,467 309 0.01% 0.01% 358 +866 33.29% Q4 2025 Jan 23, 2026
ATLAS CAPITAL ADVISORS INC. History New 3,390 307 0.03% 359 +3,390 New Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Reduced 3,374 306 0.0% 0.0% 360 -8 -0.24% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 3,361 304 0.01% 0.0% 361 +2,661 380.14% Q4 2025 Feb 04, 2026
Qtron Investments LLC History Reduced 3,345 303 0.04% 0.1% 362 -5,382 -61.67% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,331 302 0.0% 0.0% 363 +900 37.02% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Reduced 3,338 302 0.01% 0.01% 364 -606 -15.37% Q4 2025 Jan 22, 2026
Kestra Advisory Services, LLC History Reduced 3,331 302 0.0% 0.0% 365 -7 -0.21% Q4 2025 Feb 13, 2026
Banque Cantonale Vaudoise History Reduced 3,279 297 0.01% 0.01% 366 -361 -9.92% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Reduced 3,259 295 0.0% 0.0% 367 -733 -18.36% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History Added to 3,222 292 0.01% 0.01% 368 +134 4.34% Q4 2025 Feb 11, 2026
OLD NATIONAL BANCORP /IN/ History Added to 3,210 291 0.0% 0.0% 369 +100 3.22% Q4 2025 Jan 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 3,188 289 0.0% 370 +3,188 New Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 3,177 288 0.02% 0.02% 371 -64 -1.97% Q4 2025 Jan 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 3,151 285 0.0% 0.0% 372 -81 -2.51% Q4 2025 Feb 11, 2026
PARNASSUS INVESTMENTS, LLC History Added to 3,133 284 0.0% 0.0% 373 +249 8.63% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 3,126 283 0.0% 0.0% 374 +642 25.85% Q4 2025 Feb 12, 2026
ZACKS INVESTMENT MANAGEMENT History New 3,101 281 0.0% 375 +3,101 New Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 3,102 281 0.0% 0.0% 376 +2,390 335.67% Q4 2025 Feb 06, 2026
Man Group plc History Reduced 3,075 278 0.0% 0.01% 377 -29,947 -90.69% Q4 2025 Feb 17, 2026
Aviso Financial Inc. History Reduced 3,066 278 0.01% 0.01% 378 -25 -0.81% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 3,031 277 0.0% 0.0% 379 +26 0.87% Q4 2025 Jan 23, 2026
Ascent Group, LLC History New 3,047 276 0.01% 380 +3,047 New Q4 2025 Jan 20, 2026
New Age Alpha Advisors, LLC History Reduced 3,041 275 0.01% 0.01% 381 -37 -1.2% Q4 2025 Feb 09, 2026
CROBAN History Reduced 3,013 273 0.13% 0.18% 382 -20 -0.66% Q4 2025 Feb 13, 2026
Allen Investment Management, LLC History No change 3,000 272 0.0% 0.0% 383 0 0.0% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Reduced 2,979 270 0.0% 0.0% 384 -9 -0.3% Q4 2025 Feb 03, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 2,961 268 0.0% 0.0% 385 +189 6.82% Q4 2025 Feb 02, 2026
CENTAURUS FINANCIAL, INC. History Added to 2,935 266 0.01% 0.01% 386 +120 4.26% Q4 2025 Feb 13, 2026
Skyline Advisors, Inc. History No change 2,935 266 0.09% 0.09% 387 0 0.0% Q4 2025 Jan 12, 2026
XPONANCE LLC History No change 2,897 262 0.0% 0.0% 388 0 0.0% Q4 2025 Feb 12, 2026
PharVision Advisers, LLC History New 2,824 256 0.13% 389 +2,824 New Q4 2025 Feb 17, 2026
GREENLEAF TRUST History Added to 2,754 249 0.0% 0.0% 390 +6 0.22% Q4 2025 Jan 21, 2026
Aaron Wealth Advisors LLC History Added to 2,728 247 0.01% 0.01% 391 +129 4.96% Q4 2025 Jan 21, 2026
CENTRAL TRUST Co History Added to 2,703 245 0.0% 0.0% 392 +306 12.77% Q4 2025 Feb 02, 2026
IHT Wealth Management, LLC History Added to 2,712 245 0.01% 0.01% 393 +38 1.42% Q4 2025 Feb 17, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Reduced 2,499 243 0.03% 0.04% 394 -44 -1.73% Q4 2025 Feb 11, 2026
MOODY LYNN & LIEBERSON, LLC History Added to 2,676 242 0.01% 0.01% 395 +2 0.07% Q4 2025 Jan 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,666 241 0.0% 0.0% 396 -431 -13.92% Q4 2025 Feb 06, 2026
Walleye Trading LLC History Reduced 2,600 235 0.0% 0.0% 397 -1,500 -36.59% Q4 2025 Feb 13, 2026
EARNED WEALTH ADVISORS, LLC History Added to 2,597 235 0.08% 0.04% 398 +91 3.63% Q4 2025 Jan 27, 2026
STF Management LP History Reduced 2,545 230 0.22% 0.22% 399 -4,157 -62.03% Q4 2025 Feb 05, 2026
Compass Wealth Management, LLC/GA History No change 2,500 226 0.09% 0.1% 400 0 0.0% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 2,491 225 0.0% 0.0% 401 +171 7.37% Q4 2025 Jan 27, 2026
Compound Planning, Inc. History Added to 2,475 224 0.01% 0.01% 402 +166 7.19% Q4 2025 Feb 19, 2026
Clearwave Capital, LLC History New 2,451 222 0.16% 404 +2,451 New Q4 2025 Mar 02, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 2,454 222 0.01% 0.01% 403 -324 -11.66% Q4 2025 Feb 04, 2026
NISA INVESTMENT ADVISORS, LLC History New 2,414 218 0.0% 405 +2,414 New Q4 2025 Jan 15, 2026
WESBANCO BANK INC History Reduced 2,395 217 0.01% 0.01% 406 -45 -1.84% Q4 2025 Feb 03, 2026
Anchor Investment Management, LLC History No change 2,360 214 0.02% 0.02% 407 0 0.0% Q4 2025 Feb 26, 2026
Larry Mathis Financial Planning, LLC History New 2,302 208 0.18% 409 +2,302 New Q4 2025 Mar 11, 2026
TWINBEECH CAPITAL LP History New 2,300 208 0.01% 408 +2,300 New Q4 2025 Feb 17, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 2,250 204 0.11% 0.11% 410 0 0.0% Q4 2025 Jan 22, 2026
Snowden Capital Advisors LLC History New 2,240 203 0.01% 411 +2,240 New Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History Added to 2,242 203 0.05% 0.03% 412 +1,741 347.5% Q4 2025 Mar 03, 2026
EP Wealth Advisors, LLC History New 2,231 202 0.0% 413 +2,231 New Q4 2025 Feb 18, 2026
Lido Advisors, LLC History New 2,218 200 0.0% 414 +2,218 New Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Reduced 2,141 194 0.0% 0.0% 415 -656 -23.45% Q4 2025 Feb 02, 2026
Versant Capital Management, Inc History Added to 1,874 169 0.02% 0.02% 416 +216 13.03% Q4 2025 Jan 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 1,755 159 0.0% 0.0% 417 0 0.0% Q4 2025 Feb 12, 2026
Munich Reinsurance Co Stock Corp in Munich History New 1,662 152 0.0% 418 +1,662 New Q4 2025 Jan 29, 2026
Park Place Capital Corp History Reduced 1,640 148 0.03% 0.03% 419 -31 -1.86% Q4 2025 Jan 09, 2026
SUMMIT SECURITIES GROUP LLC History New 1,469 133 0.02% 420 +1,469 New Q4 2025 Feb 17, 2026
CWM, LLC History Added to 1,370 124 0.0% 0.0% 421 +137 11.11% Q4 2025 Jan 26, 2026
Westerkirk Capital Inc. History Added to 1,300 117 0.01% 0.0% 422 +900 225.0% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,239 112 0.0% 0.0% 423 -696 -35.97% Q4 2025 Feb 09, 2026
MASECO LLP History Added to 1,123 102 0.0% 0.0% 424 +192 20.62% Q4 2025 Jan 22, 2026
ASSETMARK, INC History Added to 1,094 99 0.0% 0.0% 425 +43 4.09% Q4 2025 Jan 23, 2026
Aquatic Capital Management LLC History New 1,089 98 0.0% 426 +1,089 New Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 1,067 96 0.01% 0.02% 427 -1,017 -48.8% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Added to 1,061 96 0.0% 0.0% 428 +9 0.86% Q4 2025 Jan 16, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,034 93 0.01% 429 +1,034 New Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 901 81 0.0% 0.0% 430 -114 -11.23% Q4 2025 Feb 12, 2026
Cromwell Holdings LLC History No change 820 74 0.04% 0.04% 431 0 0.0% Q4 2025 Jan 20, 2026
GAMMA Investing LLC History Added to 781 70 0.0% 0.0% 432 +109 16.22% Q4 2025 Jan 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 733 66 0.02% 0.03% 433 -350 -32.32% Q4 2025 Jan 09, 2026
SOA Wealth Advisors, LLC. History Added to 593 53 0.01% 0.01% 434 +9 1.54% Q4 2025 Jan 20, 2026
Fideuram Asset Management (Ireland) dac History New 609 49 0.0% 436 +609 New Q4 2025 Feb 10, 2026
Crewe Advisors LLC History No change 548 49 0.0% 0.0% 435 0 0.0% Q4 2025 Jan 16, 2026
HM PAYSON & CO History No change 532 48 0.0% 0.0% 437 0 0.0% Q4 2025 Feb 12, 2026
Newbridge Financial Services Group, Inc. History Reduced 524 47 0.01% 0.01% 438 -293 -35.86% Q4 2025 Jan 21, 2026
Evelyn Partners Investment Management LLP History No change 500 45 0.0% 0.0% 439 0 0.0% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History No change 483 44 0.0% 0.0% 440 0 0.0% Q4 2025 Jan 26, 2026
SBI Securities Co., Ltd. History Added to 455 41 0.0% 0.0% 441 +28 6.56% Q4 2025 Feb 03, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 440 39 0.01% 0.0% 443 +200 83.33% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 440 39 0.0% 0.0% 442 +9 2.09% Q4 2025 Jan 07, 2026
1248 Management, LLC History New 423 38 0.02% 444 +423 New Q4 2025 Feb 13, 2026
MAI Capital Management History Reduced 400 36 0.0% 0.0% 445 -20 -4.76% Q4 2025 Feb 13, 2026
MOTCO History No change 399 36 0.0% 0.0% 446 0 0.0% Q4 2025 Feb 06, 2026
High Note Wealth, LLC History No change 406 36 0.01% 0.01% 447 0 0.0% Q4 2025 Feb 05, 2026
Colonial Trust Co / SC History No change 400 36 0.0% 0.0% 448 0 0.0% Q4 2025 Feb 12, 2026
Quarry LP History Added to 393 35 0.01% 0.0% 450 +146 59.11% Q4 2025 Feb 13, 2026
First Command Advisory Services, Inc. History Added to 388 35 0.0% 0.0% 449 +27 7.48% Q4 2025 Feb 11, 2026
Transamerica Financial Advisors, LLC History Reduced 365 33 0.0% 0.0% 451 -58 -13.71% Q4 2025 Feb 13, 2026
Bayforest Capital Ltd History Reduced 353 32 0.02% 0.03% 453 -450 -56.04% Q4 2025 Jan 27, 2026
BFSG, LLC History No change 361 32 0.0% 0.0% 452 0 0.0% Q4 2025 Jan 22, 2026
Asset Dedication, LLC History No change 350 31 0.0% 0.0% 454 0 0.0% Q4 2025 Jan 26, 2026
Geneos Wealth Management Inc. History No change 347 31 0.0% 0.0% 455 0 0.0% Q4 2025 Jan 28, 2026
BAYBAN History New 266 24 0.02% 456 +266 New Q4 2025 Mar 05, 2026
Raiffeisen Bank International AG History No change 257 23 0.0% 0.0% 457 0 0.0% Q4 2025 Feb 12, 2026
PALLADIEM, LLC History New 251 22 0.02% 458 +251 New Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History Added to 233 21 0.0% 0.0% 461 +1 0.43% Q4 2025 Feb 10, 2026
MONTAG A & ASSOCIATES INC History No change 232 21 0.0% 0.0% 459 0 0.0% Q4 2025 Feb 02, 2026
Capital Analysts, LLC History No change 237 21 0.0% 0.0% 460 0 0.0% Q4 2025 Feb 11, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 215 20 0.0% 0.0% 462 -33 -13.31% Q4 2025 Feb 13, 2026
Retirement Wealth Solutions LLC History No change 224 20 0.01% 0.01% 463 0 0.0% Q4 2025 Jan 07, 2026
Laurel Wealth Advisors LLC History New 220 19 0.0% 464 +220 New Q4 2025 Jan 30, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 208 18 0.0% 466 +208 New Q4 2025 Jan 14, 2026
Manchester Capital Management LLC History Added to 209 18 0.0% 465 +200 2222.22% Q4 2025 Feb 11, 2026
Costello Asset Management, INC History New 200 18 0.01% 468 +200 New Q4 2025 Feb 03, 2026
TCTC Holdings, LLC History No change 208 18 0.0% 0.0% 467 0 0.0% Q4 2025 Feb 12, 2026
Capital Advisors, Ltd. LLC History No change 189 17 0.0% 0.0% 469 0 0.0% Q4 2025 Jan 21, 2026
HARBOUR INVESTMENTS, INC. History Reduced 176 15 0.0% 0.0% 470 -40 -18.52% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Added to 175 15 0.0% 0.0% 471 +37 26.81% Q4 2025 Feb 06, 2026
Rakuten Securities, Inc. History Added to 159 14 0.0% 0.0% 475 +128 412.9% Q4 2025 Jan 29, 2026
Catalyst Capital Advisors LLC History Reduced 161 14 0.0% 0.0% 474 -70 -30.3% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History No change 157 14 0.0% 0.0% 472 0 0.0% Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History No change 156 14 0.0% 0.0% 473 0 0.0% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 154 13 0.0% 480 +154 New Q4 2025 Feb 09, 2026
Acumen Wealth Advisors, LLC History New 147 13 0.0% 477 +147 New Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 154 13 0.0% 0.0% 478 +50 48.08% Q4 2025 Jan 08, 2026
Westfuller Advisors, LLC History Added to 150 13 0.01% 0.01% 479 +2 1.35% Q4 2025 Jan 21, 2026
ALBION FINANCIAL GROUP /UT History No change 144 13 0.0% 0.0% 476 0 0.0% Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History No change 143 12 0.0% 0.0% 481 0 0.0% Q4 2025 Feb 20, 2026
CULLEN/FROST BANKERS, INC. History Added to 129 11 0.0% 0.0% 482 +8 6.61% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 124 11 0.0% 0.0% 483 +7 5.98% Q4 2025 Feb 10, 2026
Physician Wealth Advisors, Inc. History No change 131 11 0.0% 0.0% 484 0 0.0% Q4 2025 Jan 29, 2026
WealthCollab, LLC History No change 127 11 0.0% 0.01% 485 0 0.0% Q4 2025 Jan 27, 2026
Park Square Financial Group, LLC History New 139 10 0.06% 488 +139 New Q4 2025 Feb 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 113 10 0.01% 489 +113 New Q4 2025 Mar 05, 2026
Truvestments Capital LLC History Added to 114 10 0.0% 0.0% 486 +2 1.79% Q4 2025 Feb 13, 2026
Frazier Financial Advisors, LLC History No change 112 10 0.01% 0.01% 487 0 0.0% Q4 2025 Feb 09, 2026
FIRST UNITED BANK & TRUST History No change 100 9 0.0% 0.0% 490 0 0.0% Q4 2025 Jan 21, 2026
CoreCap Advisors, LLC History No change 107 9 0.0% 0.0% 491 0 0.0% Q4 2025 Jan 13, 2026
Godfrey Financial Associates, Inc. History New 98 8 0.01% 494 +98 New Q4 2025 Feb 10, 2026
Salomon & Ludwin, LLC History Added to 100 8 0.0% 0.0% 492 +32 47.06% Q4 2025 Jan 28, 2026
WPG Advisers, LLC History No change 96 8 0.01% 0.01% 493 0 0.0% Q4 2025 Jan 28, 2026
MCF Advisors LLC History No change 84 7 0.0% 0.0% 495 0 0.0% Q4 2025 Feb 11, 2026
Grove Bank & Trust History No change 80 7 0.0% 0.0% 496 0 0.0% Q4 2025 Jan 08, 2026
Financial Perspectives, Inc History No change 79 7 0.0% 0.0% 497 0 0.0% Q4 2025 Jan 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 82 7 0.0% 0.0% 498 0 0.0% Q4 2025 Jan 22, 2026
Ancora Advisors LLC History New 75 6 0.0% 499 +75 New Q4 2025 Feb 17, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 70 6 0.0% 501 +70 New Q4 2025 Feb 09, 2026
Wealth Preservation Advisors, LLC History No change 75 6 0.0% 0.0% 500 0 0.0% Q4 2025 Feb 23, 2026
Steigerwald, Gordon & Koch Inc. History New 66 5 0.0% 502 +66 New Q4 2025 Jan 23, 2026
SHP Wealth Management History New 57 5 0.0% 503 +57 New Q4 2025 Mar 04, 2026
New Millennium Group LLC History Reduced 44 4 0.0% 0.02% 508 -481 -91.62% Q4 2025 Feb 06, 2026
Strive Financial Group ,LLC History New 51 4 0.0% 510 +51 New Q4 2025 Feb 18, 2026
Signature Equity Partners, LLC History New 50 4 0.0% 511 +50 New Q4 2025 Feb 17, 2026
Stone House Investment Management, LLC History New 48 4 0.0% 505 +48 New Q4 2025 Jan 21, 2026
CX Institutional History Added to 49 4 0.0% 0.0% 506 +1 2.08% Q4 2025 Feb 02, 2026
GW&K Investment Management, LLC History No change 44 4 0.0% 0.0% 504 0 0.0% Q4 2025 Feb 11, 2026
Cornerstone Planning Group LLC History No change 50 4 0.0% 0.0% 507 0 0.0% Q4 2025 Feb 02, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 46 4 0.0% 0.0% 509 0 0.0% Q4 2025 Jan 15, 2026
Spire Wealth Management History Reduced 34 3 0.0% 0.0% 519 -133 -79.64% Q4 2025 Jan 14, 2026
Nemes Rush Group LLC History New 44 3 0.0% 521 +44 New Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 43 3 0.0% 515 +43 New Q4 2025 Jan 07, 2026
Cornerstone Financial Management LLC History New 41 3 0.0% 524 +41 New Q4 2025 Feb 13, 2026
Ninepoint Partners LP History New 39 3 0.0% 516 +39 New Q4 2025 Feb 17, 2026
Bangor Savings Bank History New 37 3 0.0% 513 +37 New Q4 2025 Jan 16, 2026
SJS Investment Consulting Inc. History New 36 3 0.0% 520 +36 New Q4 2025 Jan 21, 2026
Piscataqua Savings Bank History New 34 3 0.0% 518 +34 New Q4 2025 Jan 16, 2026
N.E.W. Advisory Services LLC History Added to 37 3 0.0% 0.0% 517 +1 2.78% Q4 2025 Jan 28, 2026
NBC SECURITIES, INC. History No change 35 3 0.0% 0.0% 512 0 0.0% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History No change 44 3 0.0% 0.0% 514 0 0.0% Q4 2025 Jan 20, 2026
Plato Investment Management Ltd History No change 39 3 0.0% 0.0% 522 0 0.0% Q4 2025 Feb 04, 2026
Bruce G. Allen Investments, LLC History No change 37 3 0.0% 0.0% 523 0 0.0% Q4 2025 Feb 10, 2026
Wilmington Savings Fund Society, FSB History New 33 2 0.0% 527 +33 New Q4 2025 Feb 12, 2026
AMERICAN NATIONAL BANK & TRUST History New 31 2 0.0% 528 +31 New Q4 2025 Jan 20, 2026
Hilton Head Capital Partners, LLC History New 30 2 0.0% 537 +30 New Q4 2025 Feb 11, 2026
SouthState Bank Corp History New 29 2 0.0% 526 +29 New Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History New 27 2 0.0% 530 +27 New Q4 2025 Jan 21, 2026
West Financial Advisors, LLC History New 24 2 0.0% 531 +24 New Q4 2025 Jan 13, 2026
Whipplewood Advisors, LLC History New 24 2 0.0% 536 +24 New Q4 2025 Feb 17, 2026
MCGUIRE CAPITAL ADVISORS INC History New 24 2 0.0% 538 +24 New Q4 2025 Feb 19, 2026
Penserra Capital Management LLC History Reduced 27 2 0.0% 0.0% 529 -3 -10.0% Q4 2025 Feb 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 30 2 0.0% 0.0% 525 0 0.0% Q4 2025 Jan 23, 2026
Bell Investment Advisors, Inc History No change 29 2 0.0% 0.0% 532 0 0.0% Q4 2025 Feb 24, 2026
Beaird Harris Wealth Management, LLC History No change 24 2 0.0% 0.0% 533 0 0.0% Q4 2025 Feb 23, 2026
Wealth Watch Advisors, INC History No change 31 2 0.0% 0.0% 534 0 0.0% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History No change 27 2 0.0% 0.0% 535 0 0.0% Q4 2025 Feb 03, 2026
Independence Bank of Kentucky History New 18 1 0.0% 545 +18 New Q4 2025 Jan 20, 2026
Smithfield Trust Co History New 16 1 0.0% 540 +16 New Q4 2025 Feb 09, 2026
SageView Advisory Group, LLC History New 15 1 0.0% 548 +15 New Q4 2025 Feb 17, 2026
Fairman Group, LLC History Reduced 15 1 0.0% 0.0% 550 -15 -50.0% Q4 2025 Feb 13, 2026
JNBA Financial Advisors History New 13 1 0.0% 542 +13 New Q4 2025 Jan 26, 2026
FINANCIAL CONSULATE, INC History New 12 1 0.0% 543 +12 New Q4 2025 Jan 22, 2026
Principia Wealth Advisory, LLC History Reduced 13 1 0.0% 0.0% 551 -2 -13.33% Q4 2025 Feb 10, 2026
TD Capital Management LLC History Added to 17 1 0.0% 0.0% 541 +1 6.25% Q4 2025 Feb 26, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 15 1 0.0% 0.0% 539 0 0.0% Q4 2025 Feb 11, 2026
McIlrath & Eck, LLC History No change 21 1 0.0% 0.0% 544 0 0.0% Q4 2025 Feb 03, 2026
Pacifica Partners Inc. History No change 14 1 0.0% 0.0% 546 0 0.0% Q4 2025 Jan 09, 2026
CVA Family Office, LLC History No change 16 1 0.0% 0.0% 547 0 0.0% Q4 2025 Jan 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 14 1 0.0% 0.0% 549 0 0.0% Q4 2025 Feb 27, 2026
Millstone Evans Group, LLC History No change 21 1 0.0% 0.0% 552 0 0.0% Q4 2025 Feb 02, 2026
Provenance Wealth Advisors, LLC History No change 22 1 0.0% 0.0% 553 0 0.0% Q4 2025 Jan 26, 2026
JANUS HENDERSON GROUP PLC History Closed out 0 0 0.06% -1,467,651 -100.0% Q3 2025 Nov 14, 2025
Border to Coast Pensions Partnership Ltd History Closed out 0 0 0.71% -451,830 -100.0% Q3 2025 Nov 05, 2025
Exane Asset Management History Closed out 0 0 5.24% -171,513 -100.0% Q3 2025 Nov 03, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.06% -159,632 -100.0% Q3 2025 Nov 10, 2025
Generate Investment Management Ltd History Closed out 0 0 0.53% -115,281 -100.0% Q3 2025 Oct 20, 2025
Robeco Schweiz AG History Closed out 0 0 0.17% -84,334 -100.0% Q3 2025 Oct 27, 2025
BAILARD, INC. History Closed out 0 0 0.04% -22,504 -100.0% Q3 2025 Oct 30, 2025
Morningstar Investment Management LLC History Closed out 0 0 0.07% -22,504 -100.0% Q3 2025 Nov 17, 2025
Quantessence Capital LLC History Closed out 0 0 0.44% -15,373 -100.0% Q3 2025 Nov 14, 2025
GTS SECURITIES LLC History Closed out 0 0 0.04% -11,703 -100.0% Q3 2025 Nov 14, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.01% -10,694 -100.0% Q3 2025 Feb 17, 2026
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 0.03% -10,001 -100.0% Q3 2025 Nov 14, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -8,200 -100.0% Q3 2025 Nov 14, 2025
Quantitative Investment Management, LLC History Closed out 0 0 0.1% -7,882 -100.0% Q3 2025 Nov 13, 2025
Virtu Financial LLC History Closed out 0 0 0.03% -5,937 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.01% -5,404 -100.0% Q3 2025 Nov 18, 2025
MQS Management LLC History Closed out 0 0 0.28% -5,369 -100.0% Q3 2025 Nov 06, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 0.05% -4,392 -100.0% Q3 2025 Nov 10, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.11% -4,278 -100.0% Q3 2025 Nov 14, 2025
Baader Bank Aktiengesellschaft History Closed out 0 0 0.02% -4,140 -100.0% Q3 2025 Nov 06, 2025
Optas, LLC History Closed out 0 0 0.06% -4,088 -100.0% Q3 2025 Oct 15, 2025
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -3,956 -100.0% Q3 2025 Nov 06, 2025
Tidal Investments LLC History Closed out 0 0 0.0% -2,975 -100.0% Q3 2025 Nov 14, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 0.01% -2,409 -100.0% Q3 2025 Nov 13, 2025
Guided Capital Wealth Management, LLC History Closed out 0 0 0.19% -2,398 -100.0% Q3 2025 Oct 08, 2025
180 WEALTH ADVISORS, LLC History Closed out 0 0 0.03% -2,365 -100.0% Q3 2025 Oct 16, 2025
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -2,355 -100.0% Q3 2025 Nov 19, 2025
BROWN ADVISORY INC History Closed out 0 0 0.0% -2,301 -100.0% Q3 2025 Nov 14, 2025
Janney Capital Management LLC History Closed out 0 0 0.01% -2,260 -100.0% Q3 2025 Oct 27, 2025
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -2,232 -100.0% Q3 2025 Oct 28, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -1,053 -100.0% Q3 2025 Nov 03, 2025
E Fund Management (Hong Kong) Co., Ltd. History Closed out 0 0 0.02% -446 -100.0% Q3 2025 Oct 23, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -344 -100.0% Q3 2025 Oct 21, 2025
HOLLENCREST CAPITAL MANAGEMENT History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 03, 2025
Arax Advisory Partners History Closed out 0 0 0.0% -87 -100.0% Q3 2025 Nov 14, 2025
Inlight Wealth Management, LLC History Closed out 0 0 0.0% -75 -100.0% Q3 2025 Oct 28, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -64 -100.0% Q3 2025 Nov 14, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -41 -100.0% Q3 2025 Oct 07, 2025
HighMark Wealth Management LLC History Closed out 0 0 0.0% -41 -100.0% Q3 2025 Oct 20, 2025
KERR FINANCIAL PLANNING Corp History Closed out 0 0 0.0% -39 -100.0% Q3 2025 Nov 25, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 0.0% -31 -100.0% Q3 2025 Oct 29, 2025
Quest 10 Wealth Builders, Inc. History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Oct 20, 2025
DecisionPoint Financial, LLC History Closed out 0 0 0.0% -22 -100.0% Q3 2025 Nov 10, 2025
Merited Wealth, LLC History New 10 0 +10 New Q4 2025 Mar 26, 2026
GPS Wealth Strategies Group, LLC History Closed out 0 0 -10 -100.0% Q3 2025 Nov 03, 2025
Triumph Capital Management History New 9 0 +9 New Q4 2025 Feb 12, 2026
JPL Wealth Management, LLC History Closed out 0 0 -9 -100.0% Q3 2025 Nov 14, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 14, 2025
Palisade Asset Management, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Nov 17, 2025
TOTH FINANCIAL ADVISORY CORP History New 5 0 +5 New Q4 2025 Jan 20, 2026
Murphy & Mullick Capital Management Corp History New 5 0 +5 New Q4 2025 Feb 10, 2026
EASTERN BANK History New 4 0 +4 New Q4 2025 Jan 14, 2026
Elyxium Wealth, LLC History New 4 0 +4 New Q4 2025 Feb 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Closed out 0 0 -3 -100.0% Q3 2025 Nov 12, 2025
West Branch Capital LLC History No change 5 0 0 0.0% Q4 2025 Jan 16, 2026
Private Wealth Asset Management, LLC History No change 10 0 0 0.0% Q4 2025 Feb 10, 2026
Abound Wealth Management History No change 4 0 0 0.0% Q4 2025 Jan 12, 2026
Caitlin John, LLC History No change 10 0 0 0.0% Q4 2025 Feb 18, 2026
American Capital Advisory, LLC History No change 3 0 0 0.0% Q4 2025 Jan 30, 2026