CHEMED CORP - CHE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 Reduced 1,472,254 629,918 0.01% 0.01% 1 -66,233 -4.31% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 1,285,422 549,980 0.01% 0.01% 2 -51,832 -3.88% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 521,900 223,300 0.01% 0.01% 3 +21,932 4.39% Q4 2025 Feb 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 464,649 198,804 0.53% 0.6% 4 -81,970 -15.0% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 458,060 195,985 0.01% 0.01% 5 -14,046 -2.98% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 412,793 176,617 0.13% 0.15% 6 -56,413 -12.02% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 358,114 153,245 0.01% 0.01% 7 -8,442 -2.3% Q4 2025 Feb 09, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 344,807 147,529 0.41% 0.45% 8 -40,317 -10.47% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 325,579 139,302 0.07% 0.05% 9 +153,469 89.17% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Added to 324,546 138,860 0.11% 0.11% 10 +22,715 7.53% Q4 2025 Feb 10, 2026
Epoch Investment Partners, Inc. History Added to 322,408 137,945 0.78% 0.76% 11 +15,133 4.92% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 258,833 110,745 0.01% 0.01% 12 -90,428 -25.89% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 247,469 105,885 0.02% 0.02% 13 +7,289 3.03% Q4 2025 Feb 12, 2026
Impax Asset Management Group plc History Reduced 244,242 104,501 0.65% 0.66% 14 -8,940 -3.53% Q4 2025 Jan 29, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 236,175 101,014 0.17% 0.2% 15 -16,155 -6.4% Q4 2025 Feb 10, 2026
DekaBank Deutsche Girozentrale History No change 155,267 96,416 0.17% 0.12% 16 0 0.0% Q4 2025 Jan 28, 2026
Boston Trust Walden Corp History Reduced 221,241 94,660 0.71% 0.77% 17 -13,225 -5.64% Q4 2025 Jan 28, 2026
NORTHERN TRUST CORP History Reduced 193,994 83,002 0.01% 0.01% 18 -21,202 -9.85% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 189,601 81,122 0.06% 0.06% 19 +14,422 8.23% Q4 2025 Feb 13, 2026
NORGES BANK History New 177,785 76,067 0.01% 20 +177,785 New Q4 2025 Feb 10, 2026
Van Berkom & Associates Inc. History Added to 174,869 74,819 2.16% 2.21% 21 +4,056 2.37% Q4 2025 Feb 02, 2026
GOLDMAN SACHS GROUP INC History Added to 158,093 67,641 0.01% 0.01% 22 +43,046 37.42% Q4 2025 Mar 25, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 154,519 66,112 0.04% 0.03% 23 +58,946 61.68% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 149,975 64,168 0.01% 0.01% 24 +812 0.54% Q4 2025 Feb 13, 2026
Copeland Capital Management, LLC History Reduced 137,551 58,853 1.31% 1.37% 25 -8,815 -6.02% Q4 2025 Jan 29, 2026
MILLENNIUM MANAGEMENT LLC History Added to 137,146 58,679 0.02% 0.02% 26 +57,614 72.44% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 129,508 55,411 0.01% 0.01% 27 -15,121 -10.46% Q4 2025 Feb 19, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 127,088 54,375 0.18% 0.19% 28 -641 -0.5% Q4 2025 Feb 18, 2026
UBS Group AG History Added to 121,482 51,977 0.01% 0.01% 29 +9,364 8.35% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 119,872 51,297 0.01% 0.01% 30 +1,291 1.09% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 117,685 50,352 0.03% 0.0% 31 +109,033 1260.21% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 109,923 47,031 0.07% 0.01% 32 +93,945 587.96% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 109,208 46,725 0.01% 0.01% 33 -13,162 -10.76% Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Added to 99,408 42,128 0.07% 0.06% 34 +15,704 18.76% Q4 2025 Jan 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 96,682 41,366 0.15% 0.14% 35 +6,276 6.94% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 95,933 41,045 0.0% 0.0% 36 -4,805 -4.77% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 94,918 40,611 0.01% 0.01% 37 -15,757 -14.24% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 93,658 40,072 0.07% 0.08% 38 -6,828 -6.79% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 81,139 34,716 0.0% 0.0% 39 -4,674 -5.45% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Reduced 74,996 32,087 0.06% 0.07% 40 -409 -0.54% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Added to 66,593 28,492 0.03% 0.01% 41 +47,161 242.7% Q4 2025 Feb 17, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Reduced 64,734 27,697 0.97% 1.67% 42 -46,299 -41.7% Q4 2025 Feb 04, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 63,164 27,025 0.01% 0.01% 43 -16,916 -21.12% Q4 2025 Feb 10, 2026
JUPITER ASSET MANAGEMENT LTD History No change 61,974 26,516 0.21% 0.24% 44 0 0.0% Q4 2025 Feb 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 61,869 26,471 0.34% 0.38% 45 -4,238 -6.41% Q4 2025 Feb 10, 2026
Aristotle Capital Boston, LLC History Reduced 60,643 25,946 1.42% 1.48% 46 -3,449 -5.38% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 59,473 25,446 0.01% 0.01% 47 +35,544 148.54% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 59,170 25,316 0.09% 0.08% 48 +16,427 38.43% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 57,554 24,624 0.01% 0.01% 49 -13,698 -19.22% Q4 2025 Feb 18, 2026
Aptus Capital Advisors, LLC History Added to 57,381 24,551 0.18% 0.18% 50 +757 1.34% Q4 2025 Feb 13, 2026
Candriam S.C.A. History Added to 56,231 24,060 0.12% 0.1% 51 +13,175 30.6% Q4 2025 Feb 13, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 54,119 23,155 0.43% 0.43% 52 -2,856 -5.01% Q4 2025 Jan 13, 2026
Man Group plc History Reduced 53,865 23,046 0.04% 0.04% 53 -353 -0.65% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 52,916 22,640 0.02% 0.02% 54 -2,880 -5.16% Q4 2025 Feb 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 51,766 22,148 0.12% 0.14% 55 -4,213 -7.53% Q4 2025 Jan 13, 2026
LOOMIS SAYLES & CO L P History Added to 47,046 20,129 0.02% 0.02% 56 +9,036 23.77% Q4 2025 Feb 12, 2026
CLIFFORD CAPITAL PARTNERS LLC History Reduced 46,472 19,883 3.38% 3.64% 57 -518 -1.1% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 44,677 19,117 0.02% 0.02% 58 +696 1.58% Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History Reduced 41,737 17,857 0.1% 0.11% 59 -2,558 -5.77% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 40,412 17,290 0.0% 0.0% 60 -3,014 -6.94% Q4 2025 Feb 13, 2026
Ranger Investment Management, L.P. History Reduced 39,811 17,033 1.17% 1.25% 61 -194 -0.48% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 39,271 16,803 0.0% 62 +39,271 New Q4 2025 Feb 17, 2026
FIL Ltd History Reduced 38,600 16,515 0.01% 0.04% 63 -76,000 -66.32% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 37,958 16,240 0.01% 0.01% 64 -9,571 -20.14% Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History Added to 37,620 16,096 0.03% 0.01% 65 +30,420 422.5% Q4 2025 Feb 17, 2026
Retirement Systems of Alabama History Reduced 37,471 16,032 0.05% 0.06% 66 -618 -1.62% Q4 2025 Jan 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 37,289 15,954 0.06% 0.06% 67 0 0.0% Q4 2025 Feb 13, 2026
FENIMORE ASSET MANAGEMENT INC History Reduced 36,987 15,825 0.33% 0.33% 68 -253 -0.68% Q4 2025 Feb 02, 2026
EULAV Asset Management History Reduced 36,605 15,661 0.42% 0.99% 69 -58,600 -61.55% Q4 2025 Feb 11, 2026
BLI - Banque de Luxembourg Investments History No change 35,500 15,290 0.45% 0.47% 70 0 0.0% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Added to 35,253 15,083 0.02% 0.01% 71 +20,380 137.03% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 35,024 14,985 0.01% 0.01% 72 +4,430 14.48% Q4 2025 Feb 10, 2026
Nuveen, LLC History Added to 34,292 14,672 0.0% 0.0% 73 +1,622 4.96% Q4 2025 Feb 12, 2026
GABELLI FUNDS LLC History New 33,951 14,526 0.1% 74 +33,951 New Q4 2025 Feb 05, 2026
Trexquant Investment LP History Added to 33,159 14,187 0.13% 0.05% 75 +21,901 194.54% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 30,463 13,033 0.01% 0.01% 76 -1,901 -5.87% Q4 2025 Feb 02, 2026
Swiss National Bank History Added to 28,740 12,296 0.01% 0.01% 77 +440 1.55% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 28,563 12,249 0.01% 0.02% 78 -1,259 -4.22% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 26,466 11,324 0.01% 0.0% 79 +23,436 773.47% Q4 2025 Jan 09, 2026
CABOT WEALTH MANAGEMENT INC History Added to 25,204 10,783 1.19% 1.23% 80 +366 1.47% Q4 2025 Feb 03, 2026
Legal & General Group Plc History Reduced 23,457 10,036 0.0% 0.0% 81 -5,734 -19.64% Q4 2025 Feb 09, 2026
CITADEL ADVISORS LLC History Reduced 22,858 9,780 0.0% 0.0% 82 -41,074 -64.25% Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History Added to 22,376 9,573 0.09% 0.09% 83 +1,928 9.43% Q4 2025 Feb 05, 2026
STIFEL FINANCIAL CORP History Reduced 21,889 9,365 0.01% 0.01% 84 -3,550 -13.95% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 20,952 8,964 0.0% 0.0% 85 -1,922 -8.4% Q4 2025 Feb 13, 2026
NATIXIS History Added to 20,793 8,896 0.03% 0.01% 86 +15,255 275.46% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History Added to 20,411 8,733 0.25% 0.23% 87 +2,950 16.89% Q4 2025 Feb 13, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 20,009 8,561 0.07% 0.04% 88 +10,635 113.45% Q4 2025 Feb 03, 2026
BAHL & GAYNOR INC History Reduced 19,782 8,463 0.04% 0.04% 89 -260 -1.3% Q4 2025 Feb 12, 2026
DRH Investments, Inc. History Reduced 19,155 8,195 7.5% 8.55% 90 -1,820 -8.68% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Added to 18,239 7,803 0.62% 0.71% 91 +773 4.43% Q4 2025 Jan 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 17,912 7,663 0.0% 0.0% 92 -212 -1.17% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 17,827 7,627 0.02% 0.01% 93 +10,436 141.2% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 17,604 7,532 0.09% 0.09% 94 -4,496 -20.34% Q4 2025 Feb 13, 2026
Formidable Asset Management, LLC History Reduced 16,781 7,487 1.09% 1.55% 95 -3,487 -17.2% Q4 2025 Jan 16, 2026
GW&K Investment Management, LLC History Reduced 17,187 7,354 0.06% 0.07% 96 -14 -0.08% Q4 2025 Feb 11, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 16,669 7,131 0.15% 0.19% 97 -2,421 -12.68% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 16,244 6,950 0.16% 0.22% 98 -4,018 -19.83% Q4 2025 Jan 27, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 16,000 6,845 0.01% 0.0% 99 +8,132 103.36% Q4 2025 Feb 17, 2026
Voleon Capital Management LP History Added to 15,744 6,736 0.14% 0.16% 100 +811 5.43% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 15,534 6,646 0.02% 0.02% 101 +1,900 13.94% Q4 2025 Jan 28, 2026
Quantinno Capital Management LP History Added to 14,854 6,355 0.01% 0.01% 102 +5,682 61.95% Q4 2025 Feb 17, 2026
Crawford Fund Management, LLC History New 14,475 6,193 0.82% 103 +14,475 New Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Reduced 14,281 6,110 0.01% 0.01% 104 -335 -2.29% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 14,095 6,030 0.02% 0.01% 105 +5,099 56.68% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 13,972 5,978 0.01% 0.01% 106 -200 -1.41% Q4 2025 Jan 30, 2026
Abacus FCF Advisors LLC History New 13,871 5,934 0.78% 107 +13,871 New Q4 2025 Jan 29, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 13,860 5,930 0.01% 0.01% 108 -42 -0.3% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 13,704 5,863 0.08% 0.07% 109 +603 4.6% Q4 2025 Feb 02, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 13,158 5,629 0.01% 0.0% 110 +10,066 325.55% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 13,030 5,575 0.15% 0.01% 111 +12,425 2053.72% Q4 2025 Feb 17, 2026
BARINGTON COMPANIES MANAGEMENT, LLC History New 13,000 5,562 3.65% 112 +13,000 New Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 12,540 5,365 0.01% 0.03% 113 -36,460 -74.41% Q4 2025 Feb 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 12,355 5,300 0.0% 0.01% 114 -1,914 -13.41% Q4 2025 Jan 08, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 12,230 5,232 0.01% 0.01% 115 -1,298 -9.59% Q4 2025 Feb 12, 2026
MOORE CAPITAL MANAGEMENT, LP History New 12,213 5,225 0.08% 116 +12,213 New Q4 2025 Feb 17, 2026
Vest Financial, LLC History Added to 11,734 5,020 0.06% 0.06% 117 +2,032 20.94% Q4 2025 Jan 30, 2026
Illinois Municipal Retirement Fund History Added to 11,696 5,004 0.06% 0.05% 118 +2,505 27.25% Q4 2025 Feb 11, 2026
CIBC WORLD MARKETS CORP History New 11,680 4,997 0.02% 119 +11,680 New Q4 2025 Feb 12, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 11,446 4,897 0.02% 0.01% 120 +7,362 180.26% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Reduced 11,418 4,885 0.16% 0.14% 121 -316 -2.69% Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 11,368 4,864 0.0% 0.0% 122 +463 4.25% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 11,315 4,841 0.0% 0.0% 123 +6,043 114.62% Q4 2025 Feb 12, 2026
Bridgewater Associates, LP History Added to 11,279 4,825 0.02% 0.01% 124 +6,749 148.98% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History Reduced 11,222 4,801 0.01% 0.02% 125 -9,182 -45.0% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 10,754 4,601 0.0% 0.0% 126 -16,145 -60.02% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 10,392 4,446 0.0% 127 +10,392 New Q4 2025 Feb 13, 2026
Covea Finance History No change 9,900 4,235 0.14% 0.15% 128 0 0.0% Q4 2025 Jan 07, 2026
FRANKLIN RESOURCES INC History Reduced 9,847 4,213 0.0% 0.0% 129 -837 -7.83% Q4 2025 Feb 11, 2026
Fisher Asset Management, LLC History Added to 9,756 4,174 0.0% 0.0% 130 +1 0.01% Q4 2025 Feb 09, 2026
Creative Planning History Added to 9,715 4,156 0.0% 0.0% 131 +2,394 32.7% Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History Reduced 9,530 4,077 0.12% 0.13% 132 -14 -0.15% Q4 2025 Feb 10, 2026
Campbell & CO Investment Adviser LLC History New 9,431 4,035 0.19% 133 +9,431 New Q4 2025 Feb 12, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 6,536 3,927 0.36% 0.36% 134 0 0.0% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 8,764 3,749 0.03% 0.03% 135 +50 0.57% Q4 2025 Feb 13, 2026
William Allan Corp History Reduced 8,749 3,743 2.12% 2.22% 136 -96 -1.09% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 8,650 3,702 0.01% 0.01% 137 -2,495 -22.39% Q4 2025 Feb 13, 2026
Atom Investors LP History Added to 8,373 3,582 0.28% 0.25% 138 +1,084 14.87% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Reduced 8,280 3,536 0.01% 0.01% 139 -354 -4.1% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 8,211 3,514 0.01% 0.0% 140 +2,204 36.69% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 8,082 3,457 0.0% 141 +8,082 New Q4 2025 Feb 17, 2026
LRT Capital Management, LLC History Reduced 7,574 3,240 2.78% 2.62% 142 -1,247 -14.14% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,525 3,219 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Reduced 7,518 3,217 0.01% 0.01% 144 -1,412 -15.81% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History New 7,506 3,211 0.01% 145 +7,506 New Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 7,348 3,146 0.01% 0.0% 146 +1,682 29.69% Q4 2025 Jan 28, 2026
LPL Financial LLC History Reduced 7,345 3,142 0.0% 0.0% 147 -2,428 -24.84% Q4 2025 Feb 11, 2026
Second Line Capital, LLC History Added to 7,252 3,102 0.64% 0.66% 148 +162 2.28% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 7,164 3,065 0.01% 0.0% 149 -678 -8.65% Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 7,006 2,997 0.14% 0.08% 150 +2,215 46.23% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 6,977 2,985 0.01% 0.02% 151 -570 -7.55% Q4 2025 Feb 12, 2026
Linden Thomas Advisory Services, LLC History Reduced 6,946 2,971 0.3% 0.33% 152 -406 -5.52% Q4 2025 Jan 16, 2026
Brevan Howard Capital Management LP History Added to 6,739 2,883 0.03% 0.0% 153 +4,818 250.81% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 6,473 2,771 0.0% 0.0% 154 0 0.0% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History Reduced 6,460 2,763 0.01% 0.01% 155 -1,069 -14.2% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Reduced 6,417 2,745 0.04% 0.06% 156 -975 -13.19% Q4 2025 Feb 06, 2026
Taproot Management LP History New 6,388 2,733 0.44% 157 +6,388 New Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 6,296 2,693 0.0% 0.0% 158 -967 -13.31% Q4 2025 Feb 11, 2026
AMALGAMATED BANK History Reduced 6,288 2,690 0.02% 0.02% 159 -514 -7.56% Q4 2025 Feb 05, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 6,267 2,681 0.01% 0.0% 160 +4,746 312.03% Q4 2025 Jan 30, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History Added to 6,215 2,659 0.03% 0.03% 161 +1,551 33.25% Q4 2025 Feb 17, 2026
Eukles Asset Management History Added to 6,056 2,591 1.01% 1.05% 162 +25 0.41% Q4 2025 Feb 09, 2026
Mariner, LLC History Added to 6,040 2,584 0.0% 0.0% 163 +2,174 56.23% Q4 2025 Feb 13, 2026
Strong Retirement Solutions LLC History New 6,008 2,570 1.73% 164 +6,008 New Q4 2025 Feb 18, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 5,895 2,522 0.03% 0.03% 165 -835 -12.41% Q4 2025 Feb 10, 2026
Treasurer of the State of North Carolina History Reduced 5,820 2,490 0.01% 0.01% 166 -636 -9.85% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 5,757 2,463 0.0% 2.3% 167 +4,651 420.52% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 5,703 2,440 0.02% 0.02% 168 -647 -10.19% Q4 2025 Feb 13, 2026
Vestcor Inc History Added to 5,689 2,434 0.07% 0.05% 169 +2,120 59.4% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 5,665 2,423 0.01% 0.01% 170 -1,593 -21.95% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 5,522 2,362 0.02% 0.01% 171 +2,330 72.99% Q4 2025 Feb 10, 2026
KLP KAPITALFORVALTNING AS History Added to 5,500 2,353 0.01% 0.01% 172 +500 10.0% Q4 2025 Jan 28, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 5,426 2,321 0.05% 0.08% 173 -2,037 -27.29% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 5,346 2,287 0.0% 0.0% 174 -1,795 -25.14% Q4 2025 Feb 02, 2026
C WorldWide Group Holding A/S History New 5,117 2,189 0.04% 175 +5,117 New Q4 2025 Feb 04, 2026
Polar Capital Holdings Plc History New 5,098 2,181 0.01% 176 +5,098 New Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 5,031 2,152 0.01% 0.01% 177 -155 -2.99% Q4 2025 Jan 30, 2026
AMERICAN CENTURY COMPANIES INC History Added to 4,962 2,123 0.0% 0.0% 178 +370 8.06% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 4,898 2,098 0.0% 0.0% 179 -11,265 -69.7% Q4 2025 Mar 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 4,643 2,047 0.0% 0.0% 180 +354 8.25% Q4 2025 Jan 08, 2026
COMERICA BANK History Reduced 4,721 2,019 0.01% 0.01% 181 -658 -12.23% Q4 2025 Jan 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 4,490 2,018 0.02% 0.02% 182 -218 -4.63% Q4 2025 Jan 21, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 4,710 2,015 0.01% 0.01% 183 -297 -5.93% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 4,706 2,013 0.01% 0.01% 184 -34 -0.72% Q4 2025 Jan 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 4,533 1,939 0.01% 0.02% 185 0 0.0% Q4 2025 Jan 29, 2026
Schonfeld Strategic Advisors LLC History Reduced 4,497 1,924 0.01% 0.02% 186 -3,351 -42.7% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Reduced 4,221 1,805 0.02% 0.04% 187 -1,444 -25.49% Q4 2025 Feb 03, 2026
Corient Private Wealth LLC History Reduced 4,201 1,797 0.0% 0.0% 188 -1,366 -24.54% Q4 2025 Mar 09, 2026
CWM, LLC History Added to 4,084 1,747 0.0% 0.0% 189 +1,914 88.2% Q4 2025 Jan 26, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 4,078 1,744 0.11% 0.14% 190 -765 -15.8% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 4,057 1,735 0.01% 0.01% 191 -272 -6.28% Q4 2025 Jan 28, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 4,040 1,728 0.0% 0.0% 192 +40 1.0% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Reduced 3,911 1,673 0.05% 0.06% 193 -236 -5.69% Q4 2025 Feb 11, 2026
Louisiana State Employees Retirement System History Reduced 3,900 1,668 0.03% 0.03% 194 -200 -4.88% Q4 2025 Jan 16, 2026
Handelsbanken Fonder AB History No change 3,772 1,614 0.0% 0.01% 195 0 0.0% Q4 2025 Feb 06, 2026
CITIGROUP INC History Added to 3,673 1,571 0.0% 0.0% 196 +259 7.59% Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History Added to 3,662 1,566 0.03% 0.02% 197 +536 17.15% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 3,530 1,517 0.0% 0.0% 198 -79 -2.19% Q4 2025 Feb 18, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 3,544 1,516 0.01% 0.01% 199 -196 -5.24% Q4 2025 Feb 10, 2026
Quadrature Capital Ltd History New 3,530 1,510 0.02% 200 +3,530 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 3,479 1,488 0.02% 0.01% 201 +1,823 110.08% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 3,464 1,482 0.0% 0.0% 202 -250 -6.73% Q4 2025 Jan 30, 2026
Waterloo Capital, L.P. History Reduced 3,429 1,467 0.11% 0.13% 203 -553 -13.89% Q4 2025 Feb 10, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 3,309 1,415 0.09% 0.07% 205 +1,960 145.29% Q4 2025 Feb 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 3,309 1,415 0.01% 0.01% 204 -200 -5.7% Q4 2025 Jan 29, 2026
Park Place Capital Corp History Reduced 3,277 1,402 0.29% 0.34% 206 -337 -9.32% Q4 2025 Jan 09, 2026
Tidal Investments LLC History Added to 3,211 1,373 0.0% 0.0% 207 +465 16.93% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 3,189 1,364 0.0% 0.0% 208 -159 -4.75% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 3,169 1,355 0.02% 0.02% 209 -79 -2.43% Q4 2025 Feb 05, 2026
Hanson & Doremus Investment Management History Reduced 3,137 1,342 0.16% 0.18% 210 -17 -0.54% Q4 2025 Jan 20, 2026
KBC Group NV History No change 3,101 1,327 0.0% 0.0% 211 0 0.0% Q4 2025 Jan 26, 2026
Cetera Investment Advisers History Reduced 3,086 1,320 0.0% 0.0% 212 -3,407 -52.47% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 3,052 1,305 0.0% 0.0% 213 +167 5.79% Q4 2025 Jan 27, 2026
Kestra Investment Management, LLC History Added to 3,007 1,286 0.03% 0.02% 214 +1,181 64.68% Q4 2025 Feb 09, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 3,000 1,284 0.04% 0.04% 215 0 0.0% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 2,939 1,257 0.0% 0.0% 216 +673 29.7% Q4 2025 Feb 18, 2026
DEUTSCHE BANK AG\ History Added to 2,929 1,253 0.0% 0.0% 217 +36 1.24% Q4 2025 Feb 11, 2026
Alberta Investment Management Corp History New 2,900 1,240 0.01% 218 +2,900 New Q4 2025 Feb 19, 2026
Mendel Money Management History Added to 2,890 1,236 0.52% 0.29% 220 +1,333 85.61% Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History Reduced 2,890 1,236 0.0% 0.0% 219 -399 -12.13% Q4 2025 Feb 02, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 2,828 1,209 0.02% 0.02% 221 -156 -5.23% Q4 2025 Feb 04, 2026
Empowered Funds, LLC History Added to 2,808 1,201 0.02% 0.0% 222 +2,181 347.85% Q4 2025 Feb 18, 2026
TWINBEECH CAPITAL LP History New 2,800 1,198 0.09% 223 +2,800 New Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History New 2,785 1,191 0.02% 224 +2,785 New Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Reduced 2,744 1,174 0.03% 0.03% 225 -110 -3.85% Q4 2025 Feb 17, 2026
Laurus Global Equity Management Inc. History Reduced 2,740 1,172 0.95% 1.16% 226 -1,050 -27.7% Q4 2025 Jan 28, 2026
Sanctuary Advisors, LLC History Reduced 2,722 1,164 0.01% 0.01% 227 -65 -2.33% Q4 2025 Jan 29, 2026
Pathstone Holdings, LLC History New 2,700 1,155 0.0% 228 +2,700 New Q4 2025 Feb 13, 2026
L2 Asset Management, LLC History Added to 2,651 1,134 0.15% 0.09% 229 +1,225 85.9% Q4 2025 Feb 17, 2026
AMICA MUTUAL INSURANCE CO History No change 2,571 1,100 0.1% 0.11% 230 0 0.0% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Added to 2,542 1,087 0.02% 0.01% 231 +472 22.8% Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 2,467 1,055 0.01% 0.01% 232 -166 -6.3% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Reduced 2,391 1,023 0.0% 0.0% 233 -317 -11.71% Q4 2025 Feb 06, 2026
Legacy Wealth Asset Management, LLC History Reduced 2,313 989 0.24% 0.28% 234 -235 -9.22% Q4 2025 Jan 12, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 2,309 987 0.02% 0.02% 235 -21 -0.9% Q4 2025 Feb 12, 2026
South Dakota Investment Council History Reduced 2,289 979 0.02% 0.02% 236 -200 -8.04% Q4 2025 Feb 12, 2026
CIM, LLC History Added to 2,288 978 0.13% 0.13% 237 +149 6.97% Q4 2025 Feb 18, 2026
MAI Capital Management History Reduced 2,269 970 0.01% 0.01% 238 -2,774 -55.01% Q4 2025 Feb 13, 2026
Trust Point Inc. History Reduced 2,257 965 0.08% 0.09% 239 -95 -4.04% Q4 2025 Jan 13, 2026
&PARTNERS History Reduced 2,237 957 0.01% 0.01% 240 -372 -14.26% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Added to 2,232 954 0.01% 0.0% 241 +808 56.74% Q4 2025 Feb 11, 2026
Cinctive Capital Management LP History Added to 2,215 947 0.05% 0.03% 242 +737 49.86% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 2,195 939 0.0% 0.0% 243 +114 5.48% Q4 2025 Jan 29, 2026
QSV Equity Investors LLC History Reduced 2,192 937 1.39% 1.39% 244 -842 -27.75% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 2,168 927 0.01% 0.01% 245 +167 8.35% Q4 2025 Jan 14, 2026
Atria Investments, Inc History Reduced 2,130 911 0.01% 0.02% 246 -1,871 -46.76% Q4 2025 Feb 05, 2026
BOKF, NA History Reduced 2,125 909 0.01% 0.02% 247 -774 -26.7% Q4 2025 Feb 03, 2026
LECAP ASSET MANAGEMENT LTD History New 2,111 903 0.36% 248 +2,111 New Q4 2025 Jan 27, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 2,100 898 0.0% 0.0% 249 0 0.0% Q4 2025 Feb 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 2,016 862 0.01% 0.01% 250 -1,120 -35.71% Q4 2025 Feb 04, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,000 855 0.04% 0.04% 251 0 0.0% Q4 2025 Feb 09, 2026
MidWestOne Financial Group, Inc. History No change 2,000 855 0.09% 0.11% 252 0 0.0% Q4 2025 Feb 12, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History No change 2,000 855 0.17% 0.18% 253 0 0.0% Q4 2025 Jan 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,971 843 0.0% 0.0% 254 -11,066 -84.88% Q4 2025 Feb 12, 2026
FORA Capital, LLC History New 1,791 795 0.1% 255 +1,791 New Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History Reduced 1,854 793 0.02% 0.07% 256 -7,671 -80.54% Q4 2025 Feb 17, 2026
Oak Thistle LLC History Reduced 1,834 784 0.11% 0.41% 257 -4,113 -69.16% Q4 2025 Jan 21, 2026
Lord & Richards Wealth Management, LLC History Reduced 1,818 777 0.67% 1.42% 258 -1,659 -47.71% Q4 2025 Jan 15, 2026
Kestra Advisory Services, LLC History Added to 1,748 748 0.0% 0.0% 259 +212 13.8% Q4 2025 Feb 13, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 1,734 741 0.03% 0.03% 260 -46 -2.58% Q4 2025 Jan 14, 2026
Fortune Financial Advisors, LLC History Added to 1,729 739 0.5% 0.56% 261 +56 3.35% Q4 2025 Jan 23, 2026
ING GROEP NV History No change 1,700 727 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 11, 2026
Pacer Advisors, Inc. History Reduced 1,694 724 0.0% 0.0% 263 -254 -13.04% Q4 2025 Feb 24, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 1,690 723 0.02% 0.03% 264 -695 -29.14% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Reduced 1,673 716 0.02% 0.02% 265 -8 -0.48% Q4 2025 Feb 04, 2026
IFP Advisors, Inc History Added to 1,671 714 0.02% 0.01% 266 +800 91.85% Q4 2025 Feb 06, 2026
AlphaQuest LLC History Added to 1,655 708 0.04% 0.0% 267 +1,641 11721.43% Q4 2025 Feb 09, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,650 705 0.02% 0.02% 268 -565 -25.51% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,623 694 0.0% 0.0% 269 -108 -6.24% Q4 2025 Feb 06, 2026
Legato Capital Management LLC History New 1,615 690 0.06% 270 +1,615 New Q4 2025 Feb 06, 2026
Blue Trust, Inc. History Reduced 1,594 682 0.01% 0.01% 271 -103 -6.07% Q4 2025 Jan 16, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 1,514 647 0.01% 0.01% 272 -363 -19.34% Q4 2025 Feb 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 1,462 625 0.04% 0.04% 273 +60 4.28% Q4 2025 Feb 12, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 1,442 616 0.26% 0.25% 274 +90 6.66% Q4 2025 Jan 14, 2026
Merit Financial Group, LLC History Added to 1,429 611 0.0% 0.0% 275 +489 52.02% Q4 2025 Jan 26, 2026
XPONANCE LLC History Reduced 1,424 609 0.0% 0.01% 277 -303 -17.54% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 1,424 609 0.0% 0.0% 276 -157 -9.93% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Reduced 1,406 601 0.01% 0.09% 278 -18,298 -92.86% Q4 2025 Jan 23, 2026
BAILARD, INC. History Reduced 1,400 599 0.01% 0.02% 279 -900 -39.13% Q4 2025 Feb 04, 2026
Wilian Securities, LLC History New 1,384 592 0.64% 280 +1,384 New Q4 2025 Feb 06, 2026
Baird Financial Group, Inc. History Reduced 1,380 590 0.0% 0.0% 281 -744 -35.03% Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 1,377 589 0.03% 0.03% 282 +528 62.19% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,368 585 0.0% 0.0% 283 -28 -2.01% Q4 2025 Feb 05, 2026
MANGROVE PARTNERS IM, LLC History New 1,358 581 0.05% 284 +1,358 New Q4 2025 Feb 17, 2026
WBI INVESTMENTS, LLC History Reduced 1,351 577 0.15% 0.6% 285 -3,930 -74.42% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 1,331 569 0.0% 0.0% 286 -256 -16.13% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Added to 1,331 569 0.0% 0.0% 287 +163 13.96% Q4 2025 Feb 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 1,302 557 0.0% 0.01% 288 -165 -11.25% Q4 2025 Feb 05, 2026
Pinnacle Financial Partners, Inc. History New 1,295 554 0.0% 289 +1,295 New Q4 2025 Feb 18, 2026
DRW Securities, LLC History New 1,291 552 0.01% 290 +1,291 New Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 1,267 542 0.0% 0.0% 291 +653 106.35% Q4 2025 Jan 30, 2026
JERICHO FINANCIAL, LLP History Reduced 1,260 539 0.32% 1.91% 292 -5,786 -82.12% Q4 2025 Jan 21, 2026
Ensign Peak Advisors, Inc History Reduced 1,245 532 0.0% 0.0% 293 -2,074 -62.49% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 1,239 530 0.0% 0.0% 294 +22 1.81% Q4 2025 Feb 17, 2026
Clarus Group, Inc. History Reduced 1,229 525 0.19% 0.21% 295 -93 -7.03% Q4 2025 Jan 16, 2026
First Heartland Consultants, Inc. History Added to 1,224 523 0.04% 0.03% 296 +264 27.5% Q4 2025 Jan 09, 2026
Entropy Technologies, LP History Added to 1,216 520 0.03% 0.03% 297 +316 35.11% Q4 2025 Feb 13, 2026
Abbot Financial Management, Inc. History No change 1,200 513 0.21% 0.23% 298 0 0.0% Q4 2025 Feb 13, 2026
CSS LLC/IL History New 1,190 509 0.02% 299 +1,190 New Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 1,190 508 0.01% 0.0% 300 +393 49.31% Q4 2025 Jan 21, 2026
Swiss Life Asset Management Ltd History New 1,159 495 0.0% 301 +1,159 New Q4 2025 Feb 04, 2026
FEDERATED HERMES, INC. History Reduced 1,151 492 0.0% 0.0% 302 -163 -12.4% Q4 2025 Feb 12, 2026
United Advisor Group, LLC History Added to 1,139 487 0.06% 0.06% 303 +73 6.85% Q4 2025 Jan 26, 2026
M&T BANK CORP History Added to 1,137 486 0.0% 0.0% 304 +310 37.48% Q4 2025 Jan 30, 2026
AVIVA PLC History Added to 1,130 483 0.0% 0.0% 305 +76 7.21% Q4 2025 Feb 12, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 1,113 476 0.04% 0.04% 306 -53 -4.55% Q4 2025 Jan 20, 2026
POSTROCK PARTNERS LLC History No change 1,103 471 0.2% 0.22% 307 0 0.0% Q4 2025 Jan 16, 2026
MML INVESTORS SERVICES, LLC History Reduced 1,090 466 0.0% 0.0% 308 -375 -25.6% Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Added to 1,087 465 0.02% 0.01% 310 +201 22.69% Q4 2025 Jan 14, 2026
Sequoia Financial Advisors, LLC History Added to 1,088 465 0.0% 0.0% 309 +146 15.5% Q4 2025 Feb 03, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,071 458 0.02% 0.01% 311 0 0.0% Q4 2025 Feb 04, 2026
EP Wealth Advisors, LLC History New 1,054 450 0.0% 312 +1,054 New Q4 2025 Feb 18, 2026
Jump Financial, LLC History Reduced 1,044 446 0.01% 0.01% 313 -662 -38.8% Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History Reduced 973 416 0.02% 0.02% 314 -14 -1.42% Q4 2025 Feb 02, 2026
Atlantic Union Bankshares Corp History Reduced 960 410 0.01% 0.01% 315 -223 -18.85% Q4 2025 Feb 04, 2026
Second Half Financial Partners, LLC History Reduced 954 408 0.18% 0.21% 316 -97 -9.23% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Reduced 947 405 0.03% 0.03% 317 -4 -0.42% Q4 2025 Jan 29, 2026
Aureus Asset Management, LLC History No change 922 394 0.03% 0.03% 318 0 0.0% Q4 2025 Feb 17, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 920 393 0.18% 0.19% 319 +73 8.62% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 912 390 0.01% 0.01% 320 -99 -9.79% Q4 2025 Feb 09, 2026
PRUDENTIAL FINANCIAL INC History Reduced 902 388 0.0% 0.0% 321 -538 -37.36% Q4 2025 Feb 13, 2026
EntryPoint Capital, LLC History New 894 382 0.15% 324 +894 New Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 893 382 0.0% 0.0% 323 +348 63.85% Q4 2025 Mar 16, 2026
VIRTUS ADVISERS, LLC History No change 895 382 0.18% 0.22% 322 0 0.0% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 885 378 0.04% 0.02% 325 +566 177.43% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Reduced 878 376 0.0% 0.0% 326 -27 -2.98% Q4 2025 Feb 05, 2026
Morningstar Investment Management LLC History Reduced 863 369 0.02% 0.01% 327 -1 -0.12% Q4 2025 Feb 09, 2026
Central Pacific Bank - Trust Division History Reduced 861 368 0.05% 0.05% 328 -70 -7.52% Q4 2025 Jan 07, 2026
Vident Advisory, LLC History Added to 855 365 0.0% 0.0% 329 +20 2.4% Q4 2025 Feb 18, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 848 362 0.08% 0.54% 330 -6,372 -88.25% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History No change 804 343 0.01% 0.01% 331 0 0.0% Q4 2025 Feb 17, 2026
Legacy Capital Wealth Partners, LLC History Reduced 790 338 0.07% 0.08% 332 -49 -5.84% Q4 2025 Jan 16, 2026
Advisors Asset Management, Inc. History Reduced 786 336 0.01% 0.01% 333 -523 -39.95% Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History Reduced 758 324 0.01% 0.01% 334 -53 -6.54% Q4 2025 Feb 13, 2026
Utah Retirement Systems History No change 759 324 0.0% 0.0% 335 0 0.0% Q4 2025 Feb 17, 2026
Magnetar Financial LLC History Reduced 754 322 0.0% 0.0% 336 -899 -54.39% Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History New 749 320 0.01% 337 +749 New Q4 2025 Jan 20, 2026
Renasant Bank History Reduced 746 319 0.22% 0.23% 338 -78 -9.47% Q4 2025 Jan 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 734 314 0.0% 0.0% 339 +22 3.09% Q4 2025 Feb 12, 2026
Brooklyn Investment Group History New 722 313 0.01% 340 +722 New Q4 2025 Feb 12, 2026
Focus Partners Wealth History New 727 311 0.0% 341 +727 New Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 712 304 0.0% 0.0% 342 -5 -0.7% Q4 2025 Feb 17, 2026
Diversified Enterprises, LLC History Added to 709 303 0.02% 0.02% 343 +117 19.76% Q4 2025 Jan 28, 2026
COMMERCE BANK History Reduced 701 299 0.0% 0.01% 344 -4,604 -86.79% Q4 2025 Feb 13, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 693 296 0.04% 0.04% 345 +48 7.44% Q4 2025 Jan 21, 2026
Pandora Wealth, Inc. History Reduced 678 290 0.18% 0.27% 346 -316 -31.79% Q4 2025 Feb 04, 2026
Abel Hall, LLC History New 677 289 0.07% 347 +677 New Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History Added to 670 287 0.02% 0.02% 348 +61 10.02% Q4 2025 Feb 06, 2026
Welch Group, LLC History No change 660 282 0.01% 0.01% 349 0 0.0% Q4 2025 Jan 26, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 655 280 0.16% 0.15% 350 0 0.0% Q4 2025 Jan 15, 2026
WEST BANCORPORATION INC History No change 650 278 0.15% 0.16% 351 0 0.0% Q4 2025 Jan 29, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 637 274 0.0% 0.0% 352 -24 -3.63% Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History New 639 273 0.0% 353 +639 New Q4 2025 Jan 29, 2026
Tower Research Capital LLC (TRC) History Reduced 637 272 0.01% 0.01% 354 -254 -28.51% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History New 634 271 0.0% 355 +634 New Q4 2025 Feb 17, 2026
LVW Advisors, LLC History Reduced 634 271 0.03% 0.04% 356 -156 -19.75% Q4 2025 Jan 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History New 625 267 0.04% 357 +625 New Q4 2025 Jan 26, 2026
Vontobel Holding Ltd. History Reduced 624 266 0.0% 0.0% 358 -8 -1.27% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History New 619 264 0.01% 360 +619 New Q4 2025 Feb 12, 2026
MBE Wealth Management, LLC History Added to 618 264 0.11% 0.1% 359 +78 14.44% Q4 2025 Jan 21, 2026
GPS Wealth Strategies Group, LLC History Reduced 616 263 0.22% 0.1% 361 -1,401 -69.46% Q4 2025 Feb 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 610 260 0.0% 0.0% 362 -15 -2.4% Q4 2025 Feb 02, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 597 255 0.04% 0.05% 363 -53 -8.15% Q4 2025 Jan 22, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 591 254 0.02% 0.02% 364 +61 11.51% Q4 2025 Jan 15, 2026
Sunburst Financial Group, LLC History Reduced 586 250 0.05% 0.07% 366 -197 -25.16% Q4 2025 Jan 21, 2026
McAdam, LLC History Reduced 586 250 0.01% 0.01% 365 -12 -2.01% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 560 239 0.0% 0.0% 367 -575 -50.66% Q4 2025 Feb 11, 2026
Eurizon Capital SGR S.p.A. History New 558 239 0.0% 368 +558 New Q4 2025 Feb 10, 2026
Independent Solutions Wealth Management, LLC History No change 536 229 0.04% 0.04% 369 0 0.0% Q4 2025 Feb 05, 2026
Krilogy Financial LLC History Reduced 499 223 0.01% 0.01% 370 -353 -41.43% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 522 223 0.0% 0.0% 371 +40 8.3% Q4 2025 Jan 23, 2026
Somerset Trust Co History Reduced 520 222 0.07% 0.08% 372 -33 -5.97% Q4 2025 Jan 09, 2026
Focus Partners Advisor Solutions, LLC History Reduced 511 218 0.0% 0.0% 373 -483 -48.59% Q4 2025 Feb 11, 2026
BROGAN FINANCIAL, INC. History Reduced 511 218 0.1% 0.12% 374 -136 -21.02% Q4 2025 Feb 12, 2026
North Dakota State Investment Board History New 505 216 0.01% 375 +505 New Q4 2025 Feb 05, 2026
Amundi History Reduced 502 214 0.0% 0.0% 376 -27,145 -98.18% Q4 2025 Feb 17, 2026
MCF Advisors LLC History No change 500 213 0.01% 0.01% 377 0 0.0% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 481 212 0.0% 0.0% 378 0 0.0% Q4 2025 Jan 26, 2026
Cornerstone Investment Partners, LLC History Added to 494 211 0.01% 0.01% 379 +1 0.2% Q4 2025 Jan 29, 2026
Caitong International Asset Management Co., Ltd History Added to 490 209 0.05% 0.05% 381 +327 200.61% Q4 2025 Mar 03, 2026
Crossmark Global Holdings, Inc. History Added to 490 209 0.0% 0.0% 380 +3 0.62% Q4 2025 Feb 03, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 486 207 0.0% 0.01% 382 -50 -9.33% Q4 2025 Feb 17, 2026
Qsemble Capital Management, LP History Reduced 483 206 0.02% 0.04% 383 -347 -41.81% Q4 2025 Feb 05, 2026
EVOLVE PRIVATE WEALTH, LLC History New 479 204 0.01% 384 +479 New Q4 2025 Feb 17, 2026
Ethic Inc. History Reduced 475 203 0.0% 0.01% 385 -421 -46.99% Q4 2025 Feb 03, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 471 201 0.01% 0.02% 386 -789 -62.62% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 459 196 0.0% 0.0% 387 -137 -22.99% Q4 2025 Feb 17, 2026
Aster Capital Management (DIFC) Ltd History New 446 190 0.08% 389 +446 New Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Reduced 444 190 0.01% 0.02% 388 -277 -38.42% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 406 173 0.0% 0.0% 390 +103 33.99% Q4 2025 Feb 11, 2026
McMillan Office, Inc. History New 400 171 0.02% 391 +400 New Q4 2025 Feb 12, 2026
Allworth Financial LP History New 396 169 0.0% 392 +396 New Q4 2025 Feb 05, 2026
Covestor Ltd History Added to 375 160 0.08% 0.06% 393 +116 44.79% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 371 158 0.01% 0.01% 394 +80 27.49% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Reduced 360 154 0.0% 0.0% 395 -41 -10.22% Q4 2025 Feb 12, 2026
Persistent Asset Partners Ltd History New 337 144 0.06% 396 +337 New Q4 2025 Feb 17, 2026
STRS OHIO History Reduced 333 142 0.0% 0.0% 397 -10 -2.92% Q4 2025 Feb 02, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 323 138 0.0% 0.0% 398 +80 32.92% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Added to 290 124 0.01% 0.0% 399 +114 64.77% Q4 2025 Jan 05, 2026
Inspire Investing, LLC History New 243 103 0.01% 400 +243 New Q4 2025 Feb 17, 2026
Gen-Wealth Partners Inc History Reduced 233 99 0.03% 0.08% 402 -290 -55.45% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 232 99 0.0% 0.0% 401 +5 2.2% Q4 2025 Feb 10, 2026
CGC Financial Services, LLC History No change 229 97 0.03% 0.03% 403 0 0.0% Q4 2025 Feb 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 225 96 0.0% 0.0% 404 0 0.0% Q4 2025 Jan 22, 2026
Horizon Investments, LLC History Reduced 206 88 0.0% 0.01% 406 -1,607 -88.64% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History New 207 88 0.0% 407 +207 New Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Reduced 208 88 0.0% 0.0% 405 -10 -4.59% Q4 2025 Feb 13, 2026
TSFG, LLC History No change 200 86 0.01% 0.01% 408 0 0.0% Q4 2025 Feb 04, 2026
BNP Paribas Asset Management Holding S.A. History Added to 197 84 0.0% 0.0% 409 +49 33.11% Q4 2025 Feb 13, 2026
Glen Eagle Advisors, LLC History Reduced 161 69 0.01% 0.03% 412 -319 -66.46% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History New 162 69 0.02% 411 +162 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 157 69 0.0% 0.0% 410 +22 16.3% Q4 2025 Jan 26, 2026
TD Waterhouse Canada Inc. History No change 150 64 0.0% 0.0% 413 0 0.0% Q4 2025 Jan 27, 2026
Employees Retirement System of Texas History No change 142 61 0.0% 0.0% 414 0 0.0% Q4 2025 Feb 09, 2026
DANSKE BANK A/S History Added to 140 59 0.0% 0.0% 415 +100 250.0% Q4 2025 Feb 02, 2026
North Star Investment Management Corp. History Reduced 139 59 0.0% 0.01% 416 -47 -25.27% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Reduced 136 58 0.0% 0.0% 417 -32 -19.05% Q4 2025 Feb 12, 2026
Keating Financial Advisory Services, Inc. History New 118 50 0.01% 418 +118 New Q4 2025 Feb 09, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 111 47 0.0% 0.0% 419 +1 0.91% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 108 46 0.0% 0.0% 420 +96 800.0% Q4 2025 Feb 10, 2026
Arax Advisory Partners History Reduced 103 44 0.0% 0.01% 423 -1,981 -95.06% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Reduced 104 44 0.0% 0.0% 422 -53 -33.76% Q4 2025 Jan 20, 2026
HM PAYSON & CO History No change 103 44 0.0% 0.0% 421 0 0.0% Q4 2025 Feb 12, 2026
Quarry LP History Reduced 95 40 0.01% 0.04% 424 -290 -75.32% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 92 39 0.0% 425 +92 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 87 37 0.0% 0.0% 427 +58 200.0% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Reduced 87 37 0.0% 0.0% 426 -44 -33.59% Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History Added to 75 32 0.0% 0.0% 428 +5 7.14% Q4 2025 Jan 27, 2026
Blume Capital Management, Inc. History Added to 66 28 0.01% 0.01% 429 +1 1.54% Q4 2025 Feb 05, 2026
CBIZ Investment Advisory Services, LLC History Reduced 67 28 0.0% 0.0% 430 -1 -1.47% Q4 2025 Feb 09, 2026
BOK Financial Private Wealth, Inc. History New 64 27 0.0% 431 +64 New Q4 2025 Feb 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 58 26 0.0% 432 +58 New Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Added to 62 26 0.0% 0.0% 433 +7 12.73% Q4 2025 Feb 13, 2026
Monetary Solutions, Ltd History New 58 24 0.02% 436 +58 New Q4 2025 Feb 23, 2026
Eagle Bay Advisors LLC History New 57 24 0.02% 435 +57 New Q4 2025 Jan 23, 2026
Ancora Advisors LLC History Added to 57 24 0.0% 0.0% 434 +54 1800.0% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 49 20 0.0% 0.0% 437 -41 -45.56% Q4 2025 Feb 18, 2026
Cornerstone Planning Group LLC History No change 47 20 0.0% 0.0% 438 0 0.0% Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Added to 45 19 0.0% 0.0% 439 +5 12.5% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History Added to 44 18 0.0% 0.0% 440 +9 25.71% Q4 2025 Jan 07, 2026
Centerpoint Advisors, LLC History No change 41 18 0.01% 0.01% 441 0 0.0% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 42 17 0.0% 0.0% 442 -61 -59.22% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 42 17 0.0% 0.0% 443 0 0.0% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History No change 38 16 0.0% 0.0% 444 0 0.0% Q4 2025 Feb 20, 2026
LRI Investments, LLC History Reduced 36 15 0.0% 0.0% 445 -86 -70.49% Q4 2025 Feb 04, 2026
Dorato Capital Management History New 34 15 0.01% 446 +34 New Q4 2025 Jan 16, 2026
Smartleaf Asset Management LLC History Reduced 34 14 0.0% 0.0% 449 -26 -43.33% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 33 14 0.0% 0.0% 447 0 0.0% Q4 2025 Feb 10, 2026
Estabrook Capital Management History No change 35 14 0.0% 0.0% 448 0 0.0% Q4 2025 Feb 13, 2026
AMERICAN NATIONAL BANK & TRUST History No change 28 11 0.0% 0.0% 450 0 0.0% Q4 2025 Jan 20, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 27 11 0.0% 0.0% 451 0 0.0% Q4 2025 Feb 12, 2026
True Wealth Design, LLC History Added to 24 10 0.0% 0.0% 453 +17 242.86% Q4 2025 Jan 08, 2026
Security National Bank History No change 25 10 0.0% 0.0% 452 0 0.0% Q4 2025 Feb 05, 2026
ENTRUST FINANCIAL LLC History New 23 9 0.01% 457 +23 New Q4 2025 Feb 06, 2026
Princeton Global Asset Management LLC History New 22 9 0.0% 454 +22 New Q4 2025 Jan 20, 2026
Fortitude Family Office, LLC History Added to 23 9 0.0% 455 +21 1050.0% Q4 2025 Jan 15, 2026
Retirement Wealth Solutions LLC History No change 21 9 0.01% 0.01% 456 0 0.0% Q4 2025 Jan 07, 2026
ASSETMARK, INC History Added to 21 8 0.0% 0.0% 458 +13 162.5% Q4 2025 Jan 23, 2026
WPG Advisers, LLC History Reduced 21 8 0.01% 0.01% 459 -5 -19.23% Q4 2025 Jan 28, 2026
SouthState Bank Corp History Reduced 18 7 0.0% 0.0% 460 -1 -5.26% Q4 2025 Feb 11, 2026
Nova Wealth Management, Inc. History No change 17 7 0.0% 0.0% 461 0 0.0% Q4 2025 Jan 14, 2026
Quent Capital, LLC History Reduced 12 5 0.0% 0.0% 464 -18 -60.0% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History Added to 13 5 0.0% 0.0% 463 +4 44.44% Q4 2025 Jan 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 13 5 0.0% 0.0% 462 0 0.0% Q4 2025 Feb 03, 2026
Fourth Dimension Wealth, LLC History No change 13 5 0.0% 0.0% 465 0 0.0% Q4 2025 Feb 04, 2026
Aventura Private Wealth, LLC History No change 12 5 0.0% 0.0% 466 0 0.0% Q4 2025 Jan 07, 2026
HUNTINGTON NATIONAL BANK History Reduced 10 4 0.0% 0.0% 467 -11 -52.38% Q4 2025 Feb 09, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 11 4 0.0% 469 +11 New Q4 2025 Feb 12, 2026
Altshuler Shaham Ltd History New 10 4 0.0% 471 +10 New Q4 2025 Feb 17, 2026
Activest Wealth Management History New 10 4 0.0% 473 +10 New Q4 2025 Jan 30, 2026
Larson Financial Group LLC History Added to 10 4 0.0% 0.0% 472 +6 150.0% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 10 4 0.0% 0.0% 468 +4 66.67% Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History No change 10 4 0.0% 0.0% 470 0 0.0% Q4 2025 Jan 26, 2026
Caitlin John, LLC History No change 10 4 0.0% 0.0% 474 0 0.0% Q4 2025 Feb 18, 2026
SJS Investment Consulting Inc. History Added to 9 3 0.0% 477 +8 800.0% Q4 2025 Jan 21, 2026
High Note Wealth, LLC History Reduced 9 3 0.0% 0.0% 476 -1 -10.0% Q4 2025 Feb 05, 2026
AdvisorNet Financial, Inc History No change 9 3 0.0% 0.0% 475 0 0.0% Q4 2025 Jan 20, 2026
Sachetta, LLC History New 6 2 0.0% 488 +6 New Q4 2025 Feb 02, 2026
Steigerwald, Gordon & Koch Inc. History New 5 2 0.0% 481 +5 New Q4 2025 Jan 23, 2026
CX Institutional History New 5 2 0.0% 482 +5 New Q4 2025 Feb 02, 2026
Fairman Group, LLC History New 5 2 0.0% 490 +5 New Q4 2025 Feb 13, 2026
Hughes Financial Services, LLC History New 5 2 0.0% 491 +5 New Q4 2025 Feb 11, 2026
Dogwood Wealth Management LLC History New 5 2 0.0% 492 +5 New Q4 2025 Feb 04, 2026
JFS WEALTH ADVISORS, LLC History Added to 6 2 0.0% 480 +4 200.0% Q4 2025 Jan 14, 2026
Private Wealth Management Group, LLC History Reduced 6 2 0.0% 0.0% 489 -4 -40.0% Q4 2025 Jan 23, 2026
Manchester Capital Management LLC History Added to 6 2 0.0% 0.0% 479 +2 50.0% Q4 2025 Feb 11, 2026
Scarborough Advisors, LLC History Reduced 5 2 0.0% 0.0% 483 -1 -16.67% Q4 2025 Feb 17, 2026
COUNTRY TRUST BANK History No change 6 2 0.0% 0.0% 478 0 0.0% Q4 2025 Jan 21, 2026
WOLFF WIESE MAGANA LLC History No change 6 2 0.0% 0.0% 484 0 0.0% Q4 2025 Jan 14, 2026
T. Rowe Price Investment Management, Inc. History No change 4 2 0.0% 0.0% 485 0 0.0% Q4 2025 Feb 19, 2026
Red Tortoise LLC History No change 5 2 0.0% 0.0% 486 0 0.0% Q4 2025 Jan 22, 2026
Colonial Trust Co / SC History No change 6 2 0.0% 0.0% 487 0 0.0% Q4 2025 Feb 12, 2026
Elyxium Wealth, LLC History New 4 1 0.0% 497 +4 New Q4 2025 Feb 05, 2026
Kilter Group LLC History New 3 1 0.0% 498 +3 New Q4 2025 Feb 13, 2026
Torren Management, LLC History New 3 1 0.0% 499 +3 New Q4 2025 Jan 30, 2026
Financial Management Professionals, Inc. History Reduced 3 1 0.0% 0.0% 493 -2 -40.0% Q4 2025 Jan 27, 2026
Physician Wealth Advisors, Inc. History No change 4 1 0.0% 0.0% 494 0 0.0% Q4 2025 Jan 29, 2026
Valued Wealth Advisors LLC History No change 4 1 0.0% 0.0% 495 0 0.0% Q4 2025 Jan 30, 2026
Wealth Watch Advisors, INC History No change 3 1 0.0% 0.0% 496 0 0.0% Q4 2025 Feb 17, 2026
SEGALL BRYANT & HAMILL, LLC History Closed out 0 0 0.17% -28,714 -100.0% Q3 2025 Nov 12, 2025
Boston Partners History Closed out 0 0 0.01% -21,570 -100.0% Q3 2025 Nov 13, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.16% -21,435 -100.0% Q3 2025 Nov 14, 2025
Holocene Advisors, LP History Closed out 0 0 0.02% -16,727 -100.0% Q3 2025 Nov 14, 2025
Smith Salley Wealth Management History Closed out 0 0 0.34% -14,570 -100.0% Q3 2025 Oct 20, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.01% -14,149 -100.0% Q3 2025 Nov 13, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.01% -11,824 -100.0% Q3 2025 Nov 13, 2025
Walleye Capital LLC History Closed out 0 0 0.01% -3,010 -100.0% Q3 2025 Nov 14, 2025
OSSIAM History Closed out 0 0 0.01% -2,596 -100.0% Q3 2025 Nov 14, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.0% -2,500 -100.0% Q3 2025 Nov 14, 2025
Farringdon Capital, Ltd. History Closed out 0 0 0.28% -2,451 -100.0% Q3 2025 Nov 13, 2025
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 0.01% -2,122 -100.0% Q3 2025 Nov 17, 2025
Scientech Research LLC History Closed out 0 0 0.25% -1,574 -100.0% Q3 2025 Nov 14, 2025
Caprock Group, LLC History Closed out 0 0 0.02% -1,399 -100.0% Q3 2025 Nov 06, 2025
Verition Fund Management LLC History Closed out 0 0 0.0% -1,327 -100.0% Q3 2025 Nov 14, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.18% -1,288 -100.0% Q3 2025 Nov 13, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.09% -1,250 -100.0% Q3 2025 Nov 13, 2025
Virtu Financial LLC History Closed out 0 0 0.03% -1,190 -100.0% Q3 2025 Nov 14, 2025
Maridea Wealth Management LLC History Closed out 0 0 0.08% -1,184 -100.0% Q3 2025 Nov 07, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.01% -961 -100.0% Q3 2025 Nov 14, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.06% -879 -100.0% Q3 2025 Nov 13, 2025
INCEPTIONR LLC History Closed out 0 0 0.09% -865 -100.0% Q3 2025 Nov 13, 2025
Impact Capital Partners LLC History Closed out 0 0 0.1% -710 -100.0% Q3 2025 Oct 28, 2025
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -680 -100.0% Q3 2025 Oct 30, 2025
B. Metzler seel. Sohn & Co. AG History Closed out 0 0 0.0% -675 -100.0% Q3 2025 Nov 13, 2025
Cynosure Group, LLC History Closed out 0 0 0.03% -663 -100.0% Q3 2025 Nov 13, 2025
WEALTH ALLIANCE, LLC History Closed out 0 0 0.03% -635 -100.0% Q3 2025 Nov 07, 2025
BROWN ADVISORY INC History Closed out 0 0 0.0% -617 -100.0% Q3 2025 Nov 14, 2025
ONE PLUS ONE WEALTH MANAGEMENT, LLC History Closed out 0 0 0.13% -615 -100.0% Q3 2025 Oct 16, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.04% -585 -100.0% Q3 2025 Nov 14, 2025
Fifth Third Wealth Advisors LLC History Closed out 0 0 0.01% -584 -100.0% Q3 2025 Oct 21, 2025
Gallacher Capital Management LLC History Closed out 0 0 0.1% -552 -100.0% Q3 2025 Nov 05, 2025
KEYVANTAGE WEALTH, LLC History Closed out 0 0 0.09% -499 -100.0% Q3 2025 Nov 07, 2025
Heritage Family Offices, LLP History Closed out 0 0 0.1% -491 -100.0% Q3 2025 Oct 07, 2025
SYON CAPITAL LLC History Closed out 0 0 0.01% -473 -100.0% Q3 2025 Nov 07, 2025
CIBC Asset Management Inc History Closed out 0 0 0.0% -467 -100.0% Q3 2025 Oct 31, 2025
JOURNEY STRATEGIC WEALTH LLC History Closed out 0 0 0.01% -459 -100.0% Q3 2025 Nov 12, 2025
Inscription Capital, LLC History Closed out 0 0 0.02% -458 -100.0% Q3 2025 Oct 29, 2025
HENGEHOLD CAPITAL MANAGEMENT LLC History Closed out 0 0 0.02% -454 -100.0% Q3 2025 Oct 16, 2025
Stonebridge Capital Advisors LLC History Closed out 0 0 0.01% -453 -100.0% Q3 2025 Nov 12, 2025
Machina Capital S.A.S. History Closed out 0 0 0.04% -447 -100.0% Q3 2025 Nov 05, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -409 -100.0% Q3 2025 Nov 12, 2025
Palisade Asset Management, LLC History Closed out 0 0 0.01% -180 -100.0% Q3 2025 Nov 17, 2025
TOMPKINS FINANCIAL CORP History Closed out 0 0 0.01% -174 -100.0% Q3 2025 Oct 08, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -146 -100.0% Q3 2025 Oct 21, 2025
Pilgrim Partners Asia Pte Ltd History Closed out 0 0 0.02% -100 -100.0% Q3 2025 Nov 03, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -76 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -57 -100.0% Q3 2025 Nov 14, 2025
Measured Wealth Private Client Group, LLC History Closed out 0 0 0.01% -47 -100.0% Q3 2025 Nov 14, 2025
Alpine Bank Wealth Management History Closed out 0 0 0.0% -46 -100.0% Q3 2025 Oct 22, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -33 -100.0% Q3 2025 Oct 08, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -32 -100.0% Q3 2025 Nov 10, 2025
MidFirst Bank History New 26 0 +26 New Q4 2025 Feb 25, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1 0 0.0% -15 -93.75% Q4 2025 Feb 09, 2026
EASTERN BANK History Closed out 0 0 0.0% -11 -100.0% Q3 2025 Oct 27, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 0.0% -11 -100.0% Q3 2025 Oct 29, 2025
Spire Wealth Management History Closed out 0 0 0.0% -8 -100.0% Q3 2025 Oct 23, 2025
Bare Financial Services, Inc History Reduced 2 0 0.0% -5 -71.43% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History Reduced 2 0 0.0% -4 -66.67% Q4 2025 Jan 08, 2026
Avion Wealth History Closed out 0 0 0.0% -4 -100.0% Q3 2025 Oct 24, 2025
WealthCollab, LLC History Closed out 0 0 0.0% -4 -100.0% Q3 2025 Nov 13, 2025
DiNuzzo Private Wealth, Inc. History Reduced 1 0 0.0% -3 -75.0% Q4 2025 Jan 16, 2026
CENTRAL TRUST Co History Closed out 0 0 0.0% -3 -100.0% Q3 2025 Nov 06, 2025
CVA Family Office, LLC History Closed out 0 0 0.0% -3 -100.0% Q3 2025 Oct 30, 2025
Quest 10 Wealth Builders, Inc. History Closed out 0 0 0.0% -3 -100.0% Q3 2025 Oct 20, 2025
Navigoe, LLC History Closed out 0 0 0.0% -3 -100.0% Q3 2025 Oct 10, 2025
OPTIMA CAPITAL LLC History New 2 0 +2 New Q4 2025 Jan 23, 2026
MONTAG A & ASSOCIATES INC History Closed out 0 0 0.0% -2 -100.0% Q3 2025 Nov 12, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 06, 2025
North Capital, Inc. History Closed out 0 0 -2 -100.0% Q3 2025 Oct 09, 2025
USA FINANCIAL FORMULAS History New 1 0 +1 New Q4 2025 Jan 14, 2026
Bay Harbor Wealth Management, LLC History New 1 0 +1 New Q4 2025 Feb 02, 2026
SBI Securities Co., Ltd. History Reduced 1 0 -1 -50.0% Q4 2025 Feb 03, 2026
Bell Investment Advisors, Inc History Added to 2 0 +1 100.0% Q4 2025 Feb 24, 2026
Rialto Wealth Management, LLC History Reduced 1 0 -1 -50.0% Q4 2025 Jan 12, 2026
Rossby Financial, LCC History New 1 0 +1 New Q4 2025 Feb 12, 2026
HFM Investment Advisors, LLC History New 1 0 +1 New Q4 2025 Feb 05, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
Cloud Capital Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 03, 2025
Transamerica Financial Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 2 0 0 0.0% Q4 2025 Feb 23, 2026