Coca-Cola Consolidated, Inc. - COKE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 64 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 5,686,058 871,672 0.01% 0.01% 1 +341,374 6.39% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 5,088,714 780,099 0.01% 0.01% 2 -314,951 -5.83% Q4 2025 Feb 12, 2026
Boston Partners History Added to 2,329,643 357,091 0.37% 0.26% 3 +169,555 7.85% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 2,037,083 312,284 0.23% 0.13% 4 +603,513 42.1% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,694,928 259,832 0.01% 0.01% 5 -23,161 -1.35% Q4 2025 Feb 13, 2026
Diversified Trust Co History Added to 1,462,380 224,182 4.13% 3.42% 6 +113 0.01% Q4 2025 Jan 09, 2026
NORGES BANK History New 1,450,800 222,407 0.02% 7 +1,450,800 New Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,450,162 222,309 0.12% 0.1% 8 +80,444 5.87% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,408,115 215,898 0.01% 0.01% 9 +57,238 4.24% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,115,501 171,017 0.04% 0.03% 10 -54,975 -4.7% Q4 2025 Feb 12, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Added to 574,165 88,019 0.86% 0.57% 11 +36,525 6.79% Q4 2025 Jan 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 469,737 72,010 0.01% 0.01% 12 -16,971 -3.49% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 460,283 70,561 0.01% 0.01% 13 -36,875 -7.42% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 411,441 63,073 0.01% 0.01% 14 -190,565 -31.66% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 400,732 61,432 0.0% 0.0% 15 +596 0.15% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 362,626 55,590 0.03% 0.03% 16 -80,144 -18.1% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 336,970 51,657 0.08% 0.06% 17 -49,800 -12.88% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 317,377 48,653 0.02% 0.01% 18 -24,779 -7.24% Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History Reduced 283,974 43,533 0.06% 0.05% 19 -961 -0.34% Q4 2025 Feb 02, 2026
LORD, ABBETT & CO. LLC History Reduced 265,581 40,714 0.12% 0.1% 20 -29,174 -9.9% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 259,462 39,775 0.01% 0.0% 21 -1,681 -0.64% Q4 2025 Feb 19, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 249,986 38,324 0.0% 0.0% 22 -241 -0.1% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 245,517 37,637 0.0% 0.0% 23 -689 -0.28% Q4 2025 Feb 17, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 234,031 35,876 0.12% 0.09% 24 +5,907 2.59% Q4 2025 Feb 18, 2026
Vest Financial, LLC History Added to 232,597 35,657 0.45% 0.22% 25 +87,912 60.76% Q4 2025 Jan 30, 2026
MILLENNIUM MANAGEMENT LLC History Added to 225,947 34,637 0.01% 0.01% 26 +24,299 12.05% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 206,918 31,720 0.02% 0.01% 27 +85,184 69.98% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 205,228 31,461 0.12% 0.09% 28 0 0.0% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 190,908 29,266 0.05% 0.01% 29 +131,608 221.94% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 184,884 28,342 0.0% 0.0% 30 +73,119 65.42% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 183,425 28,119 0.0% 0.0% 31 -7,820 -4.09% Q4 2025 Mar 25, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 182,473 27,973 0.01% 0.01% 32 -51,119 -21.88% Q4 2025 Feb 10, 2026
JANUS HENDERSON GROUP PLC History Reduced 148,284 22,733 0.01% 0.01% 33 -24,892 -14.37% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 147,172 22,561 0.02% 0.01% 34 -6,456 -4.2% Q4 2025 Feb 13, 2026
CHILTON INVESTMENT CO INC. History Reduced 146,284 22,425 0.47% 0.74% 35 -164,652 -52.95% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 141,889 21,752 0.03% 0.0% 36 +136,877 2730.99% Q4 2025 Jan 09, 2026
JPMORGAN CHASE & CO History Reduced 139,292 21,353 0.0% 0.0% 37 -105,513 -43.1% Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History Added to 136,224 20,883 0.03% 0.02% 38 +29,118 27.19% Q4 2025 Feb 10, 2026
Arbejdsmarkedets Tillaegspension History New 134,400 20,603 0.52% 39 +134,400 New Q4 2025 Feb 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 126,615 19,410 0.0% 0.0% 40 -14,391 -10.21% Q4 2025 Feb 13, 2026
River Road Asset Management, LLC History Reduced 124,005 19,009 0.21% 0.19% 41 -17,023 -12.07% Q4 2025 Feb 24, 2026
Amundi History Added to 123,986 19,007 0.01% 0.0% 42 +48,638 64.55% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 123,286 18,899 0.01% 0.01% 43 +2,196 1.81% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 121,648 18,648 0.01% 0.01% 44 -11,179 -8.42% Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Reduced 118,286 18,133 0.0% 0.0% 45 -13,110 -9.98% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 117,512 18,014 0.0% 0.0% 46 -112,031 -48.81% Q4 2025 Jan 29, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 113,915 17,463 0.01% 0.01% 47 +25,492 28.83% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Reduced 108,022 16,560 0.26% 0.39% 48 -92,952 -46.25% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 107,675 16,506 0.02% 0.04% 49 -95,594 -47.03% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 106,339 16,301 0.0% 0.0% 50 +2,969 2.87% Q4 2025 Feb 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 105,650 16,196 0.01% 0.01% 51 +5,824 5.83% Q4 2025 Feb 12, 2026
Swiss National Bank History Reduced 100,450 15,398 0.01% 0.01% 52 -4,200 -4.01% Q4 2025 Feb 12, 2026
BANK OF NOVA SCOTIA History Added to 94,011 14,411 0.02% 0.01% 53 +35,211 59.88% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 92,386 14,162 0.0% 0.0% 54 +5,245 6.02% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 89,685 13,748 0.0% 0.0% 55 +25,085 38.83% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 86,625 13,279 0.0% 0.0% 56 +15,648 22.05% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 82,852 12,701 0.0% 0.0% 57 -25,289 -23.39% Q4 2025 Feb 09, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 82,391 12,630 0.0% 0.0% 58 +220 0.27% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 80,490 12,339 0.02% 0.01% 59 +5,216 6.93% Q4 2025 Feb 13, 2026
Retirement Systems of Alabama History Reduced 79,249 12,148 0.04% 0.06% 60 -67,917 -46.15% Q4 2025 Jan 15, 2026
Gotham Asset Management, LLC History Added to 78,023 11,960 0.04% 0.03% 61 +18,391 30.84% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History Added to 74,755 11,459 0.18% 0.13% 62 +2,214 3.05% Q4 2025 Feb 17, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 73,066 11,201 0.28% 0.23% 63 -5,043 -6.46% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 72,091 11,052 0.02% 0.02% 64 -2,028 -2.74% Q4 2025 Jan 30, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 68,421 10,488 0.03% 65 +68,421 New Q4 2025 Feb 17, 2026
ING GROEP NV History Added to 67,100 10,286 0.06% 0.01% 66 +59,100 738.75% Q4 2025 Feb 11, 2026
CITIGROUP INC History Added to 67,007 10,272 0.0% 0.0% 67 +2,609 4.05% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 61,807 9,475 0.0% 0.0% 68 +13,604 28.22% Q4 2025 Feb 17, 2026
Marathon Asset Management Ltd History Reduced 58,068 8,901 0.34% 0.27% 69 -5,642 -8.86% Q4 2025 Feb 06, 2026
LPL Financial LLC History Added to 57,896 8,875 0.0% 0.0% 70 +97 0.17% Q4 2025 Feb 11, 2026
Voleon Capital Management LP History Added to 57,776 8,857 0.19% 0.11% 71 +19,107 49.41% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 54,768 8,395 0.01% 0.01% 72 -985 -1.77% Q4 2025 Feb 11, 2026
Brandywine Global Investment Management, LLC History New 53,253 8,163 0.05% 73 +53,253 New Q4 2025 Feb 11, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 52,712 8,080 0.08% 0.07% 74 -4,323 -7.58% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Reduced 59,181 7,660 0.01% 0.01% 75 -676 -1.13% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Added to 49,673 7,601 0.1% 76 +49,670 1655666.67% Q4 2025 Feb 02, 2026
WELLS FARGO & COMPANY/MN History Added to 48,744 7,472 0.0% 0.0% 77 +2,972 6.49% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 48,580 7,447 0.01% 0.01% 78 -2,248 -4.42% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 46,101 7,067 0.01% 79 +46,101 New Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 45,707 7,007 0.01% 0.01% 80 +2,264 5.21% Q4 2025 Feb 17, 2026
REINHART PARTNERS, LLC. History Reduced 45,078 6,910 0.21% 0.24% 81 -16,780 -27.13% Q4 2025 Feb 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 42,798 6,560 0.01% 0.01% 82 +140 0.33% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Added to 40,709 6,240 0.02% 0.0% 83 +34,677 574.88% Q4 2025 Feb 13, 2026
NICOLA WEALTH MANAGEMENT LTD. History No change 40,600 6,223 0.57% 0.42% 84 0 0.0% Q4 2025 Feb 09, 2026
HSBC HOLDINGS PLC History New 39,551 6,108 0.0% 85 +39,551 New Q4 2025 Mar 20, 2026
BARCLAYS PLC History Reduced 39,560 6,064 0.0% 0.01% 86 -272,652 -87.33% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 37,994 5,826 0.01% 0.0% 87 +6,080 19.05% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 37,911 5,811 0.01% 88 +37,911 New Q4 2025 Feb 17, 2026
NAVELLIER & ASSOCIATES INC History Reduced 35,852 5,496 0.62% 0.46% 89 -3,120 -8.01% Q4 2025 Feb 03, 2026
ROYAL BANK OF CANADA History New 35,407 5,427 0.0% 90 +35,407 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 35,174 5,392 0.06% 0.03% 91 +16,052 83.95% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 35,156 5,389 0.01% 0.01% 92 -1,194 -3.28% Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Reduced 34,487 5,286 0.07% 0.06% 93 -8,243 -19.29% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Added to 34,413 5,275 0.02% 0.01% 94 +4,839 16.36% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 34,356 5,266 0.03% 0.02% 95 -74 -0.21% Q4 2025 Feb 11, 2026
Harvest Investment Services, LLC History Reduced 34,254 5,251 0.99% 0.83% 96 -948 -2.69% Q4 2025 Feb 17, 2026
TWINBEECH CAPITAL LP History New 33,800 5,181 0.37% 97 +33,800 New Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 33,286 5,102 0.01% 0.01% 98 -2,411 -6.75% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 32,866 5,038 0.11% 99 +32,866 New Q4 2025 Feb 13, 2026
Creative Planning History Added to 32,642 5,003 0.0% 0.0% 100 +3,669 12.66% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 32,624 5,001 0.0% 0.01% 101 -77,560 -70.39% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 31,066 4,762 0.01% 0.0% 102 +25,551 463.3% Q4 2025 Feb 13, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 31,046 4,759 1.57% 1.29% 103 +933 3.1% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 30,974 4,748 0.0% 0.0% 104 -11,655 -27.34% Q4 2025 Feb 12, 2026
Trexquant Investment LP History Added to 29,427 4,511 0.04% 0.01% 105 +17,232 141.3% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 28,395 4,352 0.01% 0.0% 106 +18,919 199.65% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History New 28,196 4,322 0.02% 107 +28,196 New Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 28,032 4,297 0.04% 0.03% 108 -3,200 -10.25% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 28,015 4,294 0.02% 0.02% 109 -2,988 -9.64% Q4 2025 Feb 12, 2026
VELA Investment Management, LLC History Reduced 27,818 4,264 1.0% 0.87% 110 -2,489 -8.21% Q4 2025 Feb 02, 2026
Pictet Asset Management Holding SA History Reduced 27,224 4,173 0.0% 0.0% 111 -11,116 -28.99% Q4 2025 Jan 29, 2026
State of Tennessee, Department of Treasury History Reduced 27,322 4,154 0.01% 0.01% 112 -4,194 -13.31% Q4 2025 Feb 18, 2026
L2 Asset Management, LLC History Reduced 26,479 4,059 0.54% 0.55% 113 -5,967 -18.39% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 26,149 4,008 0.01% 0.01% 114 -2,853 -9.84% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 25,910 3,972 0.03% 0.02% 115 -1,411 -5.16% Q4 2025 Feb 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 27,028 3,934 0.01% 0.0% 116 +5,096 23.24% Q4 2025 Jan 08, 2026
HighPoint Advisor Group LLC History Reduced 25,569 3,919 0.18% 0.14% 117 -280 -1.08% Q4 2025 Feb 04, 2026
Police & Firemen's Retirement System of New Jersey History Added to 24,046 3,686 0.03% 0.02% 118 +1,013 4.4% Q4 2025 Feb 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 23,954 3,672 0.01% 0.01% 119 +1,272 5.61% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 23,900 3,663 0.0% 0.0% 120 +2,000 9.13% Q4 2025 Feb 12, 2026
Treasurer of the State of North Carolina History Added to 23,735 3,639 0.01% 0.01% 121 +461 1.98% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 23,717 3,635 0.0% 0.0% 122 -1,219 -4.89% Q4 2025 Feb 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 23,298 3,571 0.24% 123 +23,298 New Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 22,576 3,460 0.01% 0.01% 124 +9,682 75.09% Q4 2025 Feb 13, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 22,412 3,435 0.38% 0.18% 125 +8,593 62.18% Q4 2025 Jan 29, 2026
Jain Global LLC History New 22,355 3,427 0.02% 126 +22,355 New Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History New 22,096 3,387 0.0% 127 +22,096 New Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Reduced 21,798 3,341 0.03% 0.04% 128 -9,523 -30.4% Q4 2025 Feb 18, 2026
ASSETMARK, INC History Reduced 21,244 3,256 0.01% 0.01% 129 -1,640 -7.17% Q4 2025 Jan 23, 2026
Bridgewater Associates, LP History Reduced 20,856 3,197 0.01% 0.01% 130 -5,436 -20.68% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 20,441 3,133 0.01% 0.0% 131 +9,715 90.57% Q4 2025 Feb 12, 2026
Templeton & Phillips Capital Management, LLC History No change 20,430 3,131 2.09% 1.72% 132 0 0.0% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 20,256 3,105 0.01% 0.01% 133 +792 4.07% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 20,219 3,099 0.06% 0.05% 134 +352 1.77% Q4 2025 Jan 23, 2026
Pullen Investment Management, LLC History Added to 19,958 3,059 1.61% 1.26% 135 +40 0.2% Q4 2025 Jan 20, 2026
PRUDENTIAL PLC History New 19,853 3,043 0.02% 136 +19,853 New Q4 2025 Feb 11, 2026
Paralel Advisors LLC History No change 19,816 3,037 0.12% 0.09% 137 0 0.0% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Added to 19,427 2,978 0.0% 0.0% 138 +5,576 40.26% Q4 2025 Feb 11, 2026
Pacer Advisors, Inc. History Added to 19,248 2,950 0.01% 0.0% 139 +3,087 19.1% Q4 2025 Feb 24, 2026
Nutshell Asset Management Ltd History New 19,000 2,912 1.04% 140 +19,000 New Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 18,781 2,879 0.01% 0.01% 141 -6,709 -26.32% Q4 2025 Jan 28, 2026
HighTower Advisors, LLC History Added to 18,391 2,819 0.0% 0.0% 142 +352 1.95% Q4 2025 Feb 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 18,050 2,767 0.02% 0.01% 143 +2,200 13.88% Q4 2025 Jan 29, 2026
Family Manage LLC History New 18,025 2,763 0.35% 144 +18,025 New Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 18,018 2,762 0.01% 0.0% 145 +16,898 1508.75% Q4 2025 Jan 15, 2026
Cetera Investment Advisers History Reduced 17,812 2,730 0.0% 0.0% 146 -337 -1.86% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Reduced 17,711 2,715 0.06% 0.06% 147 -2,518 -12.45% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 17,647 2,705 0.01% 0.01% 148 +893 5.33% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Reduced 17,275 2,647 0.03% 0.05% 149 -22,140 -56.17% Q4 2025 Jan 23, 2026
EVOLVE PRIVATE WEALTH, LLC History New 17,124 2,625 0.16% 150 +17,124 New Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 16,638 2,550 0.01% 0.01% 151 -1,611 -8.83% Q4 2025 Jan 30, 2026
COMERICA BANK History Reduced 15,796 2,421 0.01% 0.01% 152 -1,025 -6.09% Q4 2025 Jan 29, 2026
Louisiana State Employees Retirement System History Reduced 15,700 2,406 0.04% 0.03% 153 -1,000 -5.99% Q4 2025 Jan 16, 2026
Genus Capital Management Inc. History New 15,500 2,376 0.28% 154 +15,500 New Q4 2025 Feb 09, 2026
Vestcor Inc History Reduced 15,436 2,366 0.07% 0.07% 155 -4,335 -21.93% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 14,967 2,294 0.01% 0.0% 156 +901 6.41% Q4 2025 Feb 05, 2026
Handelsbanken Fonder AB History Added to 14,730 2,258 0.01% 0.01% 157 +400 2.79% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Reduced 14,551 2,231 0.01% 0.0% 158 -1,675 -10.32% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 14,473 2,218 0.02% 0.02% 159 -4,303 -22.92% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 14,393 2,206 0.01% 0.0% 160 +1,015 7.59% Q4 2025 Jan 26, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 14,293 2,191 0.0% 0.0% 161 +2,419 20.37% Q4 2025 Feb 18, 2026
Arizona State Retirement System History Reduced 14,164 2,171 0.01% 0.01% 162 -1,778 -11.15% Q4 2025 Jan 28, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 14,155 2,169 0.01% 0.01% 163 -1,227 -7.98% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Reduced 13,459 2,064 0.0% 0.0% 164 -183 -1.34% Q4 2025 Mar 09, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 13,400 2,054 0.01% 0.01% 165 -900 -6.29% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Added to 13,369 2,049 0.0% 0.0% 166 +6,836 104.64% Q4 2025 Feb 12, 2026
&PARTNERS History Added to 13,144 2,015 0.01% 0.01% 167 +44 0.34% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 12,738 1,953 0.0% 0.0% 168 -1,032 -7.49% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 12,655 1,940 0.02% 0.02% 169 -704 -5.27% Q4 2025 Feb 05, 2026
Squarepoint Ops LLC History New 12,572 1,927 0.0% 170 +12,572 New Q4 2025 Feb 13, 2026
FORA Capital, LLC History New 12,284 1,883 0.23% 171 +12,284 New Q4 2025 Feb 13, 2026
EJF Capital LP History No change 12,250 1,877 1.07% 0.83% 172 0 0.0% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 12,227 1,874 0.01% 174 +12,227 New Q4 2025 Feb 13, 2026
Mezzasalma Advisors, LLC History Added to 12,512 1,874 0.45% 0.29% 173 +2,852 29.52% Q4 2025 Jan 21, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 12,157 1,861 0.02% 0.02% 175 -294 -2.36% Q4 2025 Jan 21, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 11,990 1,838 0.05% 0.04% 176 0 0.0% Q4 2025 Feb 10, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 11,667 1,788 0.0% 0.01% 177 -15,316 -56.76% Q4 2025 Jan 28, 2026
BANK OF MONTREAL /CAN/ History Reduced 11,628 1,782 0.0% 0.0% 178 -34,095 -74.57% Q4 2025 Feb 12, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 11,531 1,767 0.63% 0.5% 179 -90 -0.77% Q4 2025 Feb 06, 2026
KLP KAPITALFORVALTNING AS History Reduced 11,500 1,762 0.01% 0.01% 180 -100 -0.86% Q4 2025 Jan 28, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 11,240 1,723 0.02% 0.02% 181 -840 -6.95% Q4 2025 Feb 04, 2026
OSAIC HOLDINGS, INC. History Reduced 11,096 1,701 0.0% 0.0% 182 -3,909 -26.05% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 10,586 1,622 0.0% 0.0% 183 -5,172 -32.82% Q4 2025 Jan 27, 2026
Independent Advisor Alliance History Added to 10,496 1,608 0.04% 0.03% 184 +31 0.3% Q4 2025 Feb 04, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 10,400 1,594 0.0% 0.01% 186 -80,400 -88.55% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 10,399 1,594 0.0% 0.0% 185 +1,189 12.91% Q4 2025 Feb 13, 2026
ROI Financial Advisors, LLC History Added to 10,392 1,593 0.91% 0.71% 187 +209 2.05% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 10,367 1,589 0.05% 0.04% 188 -868 -7.73% Q4 2025 Feb 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 9,794 1,501 0.11% 0.05% 189 +4,521 85.74% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History New 9,768 1,497 0.0% 190 +9,768 New Q4 2025 Jan 09, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 9,755 1,495 0.0% 0.0% 191 -262 -2.62% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 9,522 1,459 0.0% 0.0% 192 -14,232 -59.91% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 9,051 1,399 0.09% 0.05% 193 +2,938 48.06% Q4 2025 Jan 15, 2026
Numerai GP LLC History Reduced 9,121 1,398 0.17% 0.37% 194 -12,972 -58.72% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 9,071 1,390 0.01% 0.01% 195 +2,389 35.75% Q4 2025 Jan 14, 2026
Neuberger Berman Group LLC History Added to 8,637 1,324 0.0% 0.0% 196 +456 5.57% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 8,554 1,311 0.01% 0.01% 197 +7,776 999.49% Q4 2025 Jan 29, 2026
Virtu Financial LLC History New 8,483 1,300 0.05% 198 +8,483 New Q4 2025 Feb 23, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 8,472 1,298 0.02% 0.01% 199 -405 -4.56% Q4 2025 Feb 02, 2026
OneAscent Wealth Management LLC History Reduced 8,444 1,294 0.43% 0.33% 200 -17 -0.2% Q4 2025 Feb 11, 2026
KG&L Capital Management,LLC History Added to 8,425 1,291 0.32% 0.22% 201 +1,350 19.08% Q4 2025 Jan 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 8,387 1,285 0.06% 0.06% 202 -63 -0.75% Q4 2025 Jan 28, 2026
TWO SIGMA ADVISERS, LP History Reduced 8,100 1,241 0.0% 0.01% 203 -31,900 -79.75% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 7,914 1,213 0.0% 0.0% 204 -2,311 -22.6% Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History Reduced 7,768 1,190 0.0% 0.0% 205 -808 -9.42% Q4 2025 Feb 18, 2026
Sovereign's Capital Management, LLC History Reduced 7,506 1,150 0.7% 1.0% 206 -8,287 -52.47% Q4 2025 Feb 17, 2026
Redwood Investment Management, LLC History New 7,103 1,089 0.12% 207 +7,103 New Q4 2025 Feb 17, 2026
AXQ CAPITAL, LP History New 6,833 1,047 0.24% 208 +6,833 New Q4 2025 Feb 10, 2026
Bragg Financial Advisors, Inc History Reduced 6,763 1,036 0.03% 0.03% 209 -267 -3.8% Q4 2025 Feb 13, 2026
South Dakota Investment Council History Reduced 6,649 1,019 0.02% 0.02% 210 -3,811 -36.43% Q4 2025 Feb 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 6,429 985 0.0% 211 +6,429 New Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 6,221 953 0.01% 0.01% 212 +369 6.31% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 6,184 948 0.0% 0.0% 213 +202 3.38% Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Added to 6,040 926 0.01% 0.01% 214 +554 10.1% Q4 2025 Jan 20, 2026
XPONANCE LLC History Reduced 6,020 922 0.01% 0.01% 215 -942 -13.53% Q4 2025 Feb 12, 2026
HANCOCK WHITNEY CORP History Reduced 5,848 896 0.02% 0.02% 216 -1,462 -20.0% Q4 2025 Feb 17, 2026
Harvest Fund Management Co., Ltd History Added to 5,775 885 0.03% 0.0% 217 +5,575 2787.5% Q4 2025 Feb 11, 2026
EP Wealth Advisors, LLC History New 5,560 852 0.0% 218 +5,560 New Q4 2025 Feb 18, 2026
Independence Bank of Kentucky History No change 5,500 843 0.1% 0.08% 219 0 0.0% Q4 2025 Jan 20, 2026
Tower Research Capital LLC (TRC) History Added to 5,490 841 0.02% 0.01% 220 +3,592 189.25% Q4 2025 Feb 17, 2026
Magnetar Financial LLC History New 5,479 839 0.01% 221 +5,479 New Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Added to 5,451 835 0.01% 0.01% 222 +181 3.43% Q4 2025 Feb 03, 2026
Values First Advisors, Inc. History New 5,437 833 0.43% 223 +5,437 New Q4 2025 Jan 30, 2026
Ethic Inc. History Added to 5,432 832 0.01% 0.01% 224 +707 14.96% Q4 2025 Feb 03, 2026
Jump Financial, LLC History Added to 5,413 829 0.01% 0.0% 225 +3,356 163.15% Q4 2025 Feb 17, 2026
Davis Investment Partners, LLC History No change 5,400 809 0.28% 0.22% 226 0 0.0% Q4 2025 Jan 06, 2026
Clearstead Advisors, LLC History Added to 5,153 789 0.01% 0.01% 227 +267 5.46% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Added to 5,126 785 0.0% 0.0% 228 +1,884 58.11% Q4 2025 Feb 03, 2026
William Mack & Associates, Inc. History Added to 5,078 778 0.37% 0.32% 229 +9 0.18% Q4 2025 Feb 09, 2026
Convergence Investment Partners, LLC History New 4,954 759 0.15% 230 +4,954 New Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Added to 4,837 741 0.0% 0.0% 231 +104 2.2% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 5,838 718 0.0% 0.0% 232 +2 0.03% Q4 2025 Feb 10, 2026
Frank, Rimerman Advisors LLC History Added to 4,621 708 0.04% 0.03% 233 +66 1.45% Q4 2025 Jan 15, 2026
GUGGENHEIM CAPITAL LLC History Reduced 4,611 706 0.01% 0.0% 234 -992 -17.7% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 4,555 698 0.01% 0.01% 235 +1,212 36.25% Q4 2025 Mar 12, 2026
Federation des caisses Desjardins du Quebec History Added to 4,504 690 0.0% 0.0% 236 +670 17.48% Q4 2025 Feb 12, 2026
PATRON PARTNERS, LLC History Added to 4,419 677 0.3% 0.21% 237 +538 13.86% Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History Reduced 4,353 667 0.02% 0.01% 238 -372 -7.87% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 4,325 663 0.01% 0.0% 239 -479 -9.97% Q4 2025 Feb 12, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 4,330 663 0.45% 0.38% 240 0 0.0% Q4 2025 Feb 05, 2026
FIRST NATIONAL TRUST CO History Reduced 4,292 657 0.02% 0.02% 241 -18 -0.42% Q4 2025 Feb 09, 2026
Private Advisor Group, LLC History Reduced 4,276 655 0.0% 0.0% 242 -21 -0.49% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Reduced 4,254 652 0.02% 0.02% 243 -612 -12.58% Q4 2025 Feb 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 4,230 648 0.0% 0.0% 244 -2,150 -33.7% Q4 2025 Feb 04, 2026
Towercrest Capital Management History Added to 9,240 645 0.1% 0.1% 245 +100 1.09% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 4,203 644 0.0% 246 +4,203 New Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 4,139 634 0.0% 0.0% 247 +540 15.0% Q4 2025 Feb 17, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 4,122 631 0.02% 0.01% 248 -342 -7.66% Q4 2025 Feb 04, 2026
Callan Family Office, LLC History Added to 4,115 630 0.01% 0.02% 249 +84 2.08% Q4 2025 Feb 12, 2026
Legacy Wealth Asset Management, LLC History Added to 4,021 616 0.15% 0.11% 251 +89 2.26% Q4 2025 Jan 12, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 4,020 616 0.03% 0.02% 250 0 0.0% Q4 2025 Feb 17, 2026
ADVISORTRUST PARTNERS, LLC History New 4,008 614 0.27% 252 +4,008 New Q4 2025 Mar 10, 2026
1832 Asset Management L.P. History Reduced 3,989 611 0.0% 0.0% 253 -161 -3.88% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History New 3,959 606 0.04% 254 +3,959 New Q4 2025 Jan 20, 2026
Alliance Wealth Management Group History Added to 8,589 600 0.13% 0.12% 255 +100 1.18% Q4 2025 Jan 21, 2026
ACADIAN ASSET MANAGEMENT LLC History New 3,870 592 0.0% 256 +3,870 New Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History Added to 3,828 586 0.02% 0.01% 257 +193 5.31% Q4 2025 Feb 13, 2026
INCEPTIONR LLC History Reduced 3,786 580 0.16% 0.12% 258 -334 -8.11% Q4 2025 Feb 11, 2026
ALPS ADVISORS INC History Added to 3,778 579 0.0% 0.0% 259 +42 1.12% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Reduced 3,745 574 0.0% 0.0% 260 -151 -3.88% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Reduced 3,734 572 0.02% 0.04% 261 -2,446 -39.58% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 3,757 565 0.01% 0.01% 262 +19 0.51% Q4 2025 Feb 11, 2026
Hobbs Group Advisors, LLC History New 3,662 561 0.17% 263 +3,662 New Q4 2025 Jan 28, 2026
Cresset Asset Management, LLC History Reduced 3,621 555 0.0% 0.0% 264 -91 -2.45% Q4 2025 Feb 17, 2026
denkapparat Operations GmbH History No change 3,614 554 0.3% 0.27% 265 0 0.0% Q4 2025 Feb 12, 2026
HBK Sorce Advisory LLC History Reduced 3,475 548 0.01% 0.01% 266 -43 -1.22% Q4 2025 Feb 09, 2026
STIFEL FINANCIAL CORP History Reduced 3,547 543 0.0% 0.0% 267 -1,068 -23.14% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History No change 3,535 541 0.01% 0.0% 268 0 0.0% Q4 2025 Feb 02, 2026
Cynosure Group, LLC History Added to 3,521 539 0.05% 0.04% 269 +131 3.86% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Reduced 3,474 532 0.01% 0.01% 270 -22 -0.63% Q4 2025 Feb 05, 2026
Patten Group, Inc. History New 3,453 529 0.1% 271 +3,453 New Q4 2025 Jan 23, 2026
Accent Capital Management, LLC History No change 3,410 522 0.22% 0.17% 272 0 0.0% Q4 2025 Feb 09, 2026
Tidal Investments LLC History Reduced 3,403 521 0.0% 0.0% 273 -750 -18.06% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 3,381 518 0.0% 0.0% 274 -596 -14.99% Q4 2025 Jan 30, 2026
Dynasty Wealth Management, LLC History Added to 3,332 510 0.01% 0.0% 275 +506 17.91% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Added to 3,315 508 0.01% 0.01% 276 +160 5.07% Q4 2025 Feb 09, 2026
OPPENHEIMER & CO INC History New 3,142 481 0.01% 277 +3,142 New Q4 2025 Feb 02, 2026
Continuum Advisory, LLC History No change 3,130 479 0.05% 0.04% 278 0 0.0% Q4 2025 Feb 11, 2026
Arete Wealth Advisors, LLC History Added to 3,095 474 0.03% 0.02% 279 +289 10.3% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 3,088 473 0.01% 0.0% 280 -1,682 -35.26% Q4 2025 Feb 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3,120 469 0.0% 0.0% 281 0 0.0% Q4 2025 Jan 28, 2026
Wedmont Private Capital History Added to 3,168 465 0.02% 0.01% 282 +421 15.33% Q4 2025 Jan 08, 2026
Cloud Capital Management, LLC History Added to 3,016 461 0.22% 0.19% 283 +3 0.1% Q4 2025 Feb 12, 2026
Utah Retirement Systems History Added to 3,005 460 0.0% 0.0% 284 +269 9.83% Q4 2025 Feb 17, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 3,000 459 0.11% 0.09% 285 0 0.0% Q4 2025 Feb 09, 2026
FRG Family Wealth Advisors LLC History No change 3,000 459 0.07% 0.06% 286 0 0.0% Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Reduced 2,955 453 0.02% 0.01% 287 -8 -0.27% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Added to 2,949 452 0.01% 0.0% 288 +175 6.31% Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 488 441 0.0% 0.0% 289 0 0.0% Q4 2025 Jan 28, 2026
Vise Technologies, Inc. History New 2,850 436 0.01% 290 +2,850 New Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History Added to 2,842 435 0.0% 0.0% 291 +72 2.6% Q4 2025 Feb 18, 2026
Maryland State Retirement & Pension System History No change 2,820 432 0.01% 0.01% 292 0 0.0% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 2,784 426 0.0% 0.0% 293 +506 22.21% Q4 2025 Feb 10, 2026
Sivia Capital Partners, LLC History Added to 2,760 423 0.09% 0.06% 294 +1,038 60.28% Q4 2025 Feb 10, 2026
Tevis Investment Management History No change 3,602 422 0.25% 0.25% 295 0 0.0% Q4 2025 Feb 02, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 2,726 417 0.01% 0.01% 296 -95 -3.37% Q4 2025 Feb 19, 2026
CHOREO, LLC History Added to 2,624 405 0.01% 0.0% 297 +318 13.79% Q4 2025 Jan 23, 2026
Laird Norton Wetherby Trust Company, LLC History New 2,579 395 0.01% 299 +2,579 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,583 395 0.0% 0.0% 298 +435 20.25% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History Added to 2,575 394 0.0% 0.0% 300 +799 44.99% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Added to 2,541 389 0.0% 0.0% 301 +671 35.88% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Reduced 2,526 387 0.0% 0.0% 302 -80 -3.07% Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History No change 2,510 384 0.0% 0.0% 303 0 0.0% Q4 2025 Feb 10, 2026
COMMERCE BANK History No change 2,490 381 0.0% 0.0% 304 0 0.0% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 2,454 376 0.0% 305 +2,454 New Q4 2025 Feb 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 2,406 368 0.0% 0.0% 306 +97 4.2% Q4 2025 Feb 10, 2026
Caprock Group, LLC History Added to 2,390 366 0.01% 0.01% 307 +29 1.23% Q4 2025 Jan 28, 2026
CoreCap Advisors, LLC History Added to 2,389 366 0.01% 0.01% 308 +2 0.08% Q4 2025 Jan 13, 2026
Oxbow Advisors, LLC History No change 2,380 364 0.03% 0.03% 309 0 0.0% Q4 2025 Feb 04, 2026
Coyle Financial Counsel LLC History Added to 2,351 360 0.08% 0.06% 310 +4 0.17% Q4 2025 Feb 10, 2026
Accel Wealth Management History No change 2,308 353 0.1% 0.08% 311 0 0.0% Q4 2025 Jan 20, 2026
Polymer Capital Management (US) LLC History Reduced 2,277 349 0.04% 0.04% 312 -737 -24.45% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History No change 2,270 348 0.02% 0.02% 313 0 0.0% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Reduced 2,268 347 0.0% 0.0% 314 -281 -11.02% Q4 2025 Feb 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 2,234 342 0.0% 315 +2,234 New Q4 2025 Feb 11, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 2,226 341 0.02% 0.02% 316 -478 -17.68% Q4 2025 Jan 27, 2026
Gallacher Capital Management LLC History Reduced 2,213 339 0.13% 0.1% 317 -24 -1.07% Q4 2025 Feb 03, 2026
BROWN ADVISORY INC History New 2,206 338 0.0% 318 +2,206 New Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,166 331 0.01% 0.01% 319 0 0.0% Q4 2025 Feb 09, 2026
Cassaday & Co Wealth Management LLC History No change 2,140 328 0.01% 0.01% 320 0 0.0% Q4 2025 Feb 03, 2026
Inspire Investing, LLC History Reduced 2,132 326 0.03% 0.03% 321 -511 -19.33% Q4 2025 Feb 17, 2026
Old North State Wealth Management, LLC History Added to 2,113 324 0.15% 0.11% 322 +128 6.45% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Added to 2,068 317 0.01% 0.0% 323 +2,038 6793.33% Q4 2025 Feb 06, 2026
Linden Thomas Advisory Services, LLC History Reduced 2,057 315 0.03% 0.02% 325 -30 -1.44% Q4 2025 Jan 16, 2026
Claret Asset Management Corp History Reduced 2,053 315 0.04% 0.03% 324 -5 -0.24% Q4 2025 Feb 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 2,051 314 0.01% 0.01% 326 -2 -0.1% Q4 2025 Feb 13, 2026
Pine Valley Investments Ltd Liability Co History No change 2,040 312 0.01% 0.01% 327 0 0.0% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 2,022 309 0.0% 0.0% 328 +175 9.47% Q4 2025 Feb 12, 2026
Forum Financial Management, LP History Added to 2,018 309 0.0% 0.0% 329 +4 0.2% Q4 2025 Jan 27, 2026
Mill Creek Capital Advisors, LLC History Added to 2,020 309 0.01% 0.0% 330 +3 0.15% Q4 2025 Feb 13, 2026
Twin Tree Management, LP History No change 2,000 306 0.0% 0.0% 331 0 0.0% Q4 2025 Feb 11, 2026
Csenge Advisory Group History No change 2,000 306 0.01% 0.01% 332 0 0.0% Q4 2025 Feb 06, 2026
Zhang Financial LLC History No change 2,000 306 0.01% 0.01% 333 0 0.0% Q4 2025 Feb 10, 2026
Walker Asset Management, LLC History No change 2,000 306 0.16% 0.13% 334 0 0.0% Q4 2025 Jan 16, 2026
PATTEN & PATTEN INC/TN History No change 1,984 304 0.02% 0.01% 335 0 0.0% Q4 2025 Feb 03, 2026
VARCOV Co. History New 1,970 302 0.12% 337 +1,970 New Q4 2025 Feb 17, 2026
Covestor Ltd History Reduced 1,974 302 0.16% 0.17% 336 -697 -26.1% Q4 2025 Feb 06, 2026
NDVR, Inc. History Reduced 1,966 301 0.25% 0.26% 338 -672 -25.47% Q4 2025 Feb 12, 2026
Trust Point Inc. History Reduced 1,952 299 0.02% 0.02% 339 -137 -6.56% Q4 2025 Jan 13, 2026
JT Stratford LLC History Added to 1,912 293 0.04% 0.03% 340 +122 6.82% Q4 2025 Feb 12, 2026
Beaumont Financial Advisors, LLC History No change 1,910 292 0.02% 0.01% 341 0 0.0% Q4 2025 Jan 16, 2026
WHITTIER TRUST CO History No change 2,000 291 0.0% 0.0% 342 0 0.0% Q4 2025 Jan 26, 2026
Brevan Howard Capital Management LP History New 1,890 289 0.0% 343 +1,890 New Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 1,875 287 0.0% 344 +1,875 New Q4 2025 Feb 17, 2026
North Dakota State Investment Board History New 1,830 280 0.01% 346 +1,830 New Q4 2025 Feb 05, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,830 280 0.01% 0.0% 345 0 0.0% Q4 2025 Feb 17, 2026
DRIVE WEALTH MANAGEMENT, LLC History New 1,803 276 0.05% 348 +1,803 New Q4 2025 Feb 04, 2026
US BANCORP \DE\ History Added to 1,802 276 0.0% 0.0% 347 +50 2.85% Q4 2025 Jan 30, 2026
Wealthfront Advisers LLC History New 1,796 275 0.0% 349 +1,796 New Q4 2025 Jan 30, 2026
Counterpoint Mutual Funds LLC History New 1,782 273 0.02% 350 +1,782 New Q4 2025 Feb 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 1,777 272 0.01% 0.01% 351 -130 -6.82% Q4 2025 Feb 12, 2026
M&T BANK CORP History New 1,771 271 0.0% 352 +1,771 New Q4 2025 Jan 30, 2026
Krilogy Financial LLC History Reduced 1,798 268 0.01% 0.01% 353 -90 -4.77% Q4 2025 Jan 27, 2026
Keystone Wealth Services, LLC History Added to 1,749 268 0.06% 0.04% 354 +4 0.23% Q4 2025 Jan 26, 2026
NORDEN GROUP LLC History New 1,747 267 0.03% 355 +1,747 New Q4 2025 Jan 13, 2026
Regal Investment Advisors LLC History New 1,741 266 0.02% 356 +1,741 New Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History New 1,723 264 0.04% 357 +1,723 New Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History New 1,710 262 0.0% 358 +1,710 New Q4 2025 Feb 11, 2026
Entropy Technologies, LP History Reduced 1,700 260 0.01% 0.04% 359 -3,300 -66.0% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Reduced 1,668 255 0.0% 0.0% 360 -22 -1.3% Q4 2025 Feb 12, 2026
Pacific Sage Partners, LLC History New 1,621 248 0.04% 361 +1,621 New Q4 2025 Jan 16, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History New 1,600 245 0.0% 362 +1,600 New Q4 2025 Feb 09, 2026
Ignite Planners, LLC History New 1,600 243 0.04% 363 +1,600 New Q4 2025 Feb 06, 2026
Signal Advisors Wealth, LLC History Reduced 1,569 240 0.02% 0.02% 364 -737 -31.96% Q4 2025 Jan 13, 2026
Latitude Advisors, LLC History New 1,554 238 0.1% 365 +1,554 New Q4 2025 Jan 27, 2026
DAVENPORT & Co LLC History New 1,530 234 0.0% 366 +1,530 New Q4 2025 Jan 12, 2026
Freestone Capital Holdings, LLC History New 1,530 234 0.01% 367 +1,530 New Q4 2025 Jan 23, 2026
GUIDANCE CAPITAL, INC History New 1,545 231 0.06% 368 +1,545 New Q4 2025 Jan 23, 2026
Waterway Wealth Management, LLC History New 1,501 230 0.05% 371 +1,501 New Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 1,505 230 0.01% 0.01% 370 -669 -30.77% Q4 2025 Feb 03, 2026
KBC Group NV History No change 1,499 230 0.0% 0.0% 369 0 0.0% Q4 2025 Jan 26, 2026
J. L. Bainbridge & Co., Inc. History New 1,500 229 0.02% 372 +1,500 New Q4 2025 Jan 14, 2026
SteelPeak Wealth, LLC History New 1,500 229 0.01% 373 +1,500 New Q4 2025 Jan 20, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,485 227 0.0% 0.0% 374 -430 -22.45% Q4 2025 Feb 09, 2026
D.A. DAVIDSON & CO. History New 1,480 226 0.0% 375 +1,480 New Q4 2025 Jan 29, 2026
Prime Capital Investment Advisors, LLC History New 1,476 226 0.0% 376 +1,476 New Q4 2025 Jan 21, 2026
Pallas Capital Advisors LLC History New 1,472 225 0.01% 377 +1,472 New Q4 2025 Jan 14, 2026
VestGen Advisors, LLC History New 1,454 222 0.01% 378 +1,454 New Q4 2025 Feb 17, 2026
RETIREMENT GUYS FORMULA LLC History New 1,438 220 0.1% 379 +1,438 New Q4 2025 Jan 23, 2026
Fifth Third Wealth Advisors LLC History New 1,421 217 0.01% 380 +1,421 New Q4 2025 Jan 15, 2026
GAMMA Investing LLC History Added to 1,373 210 0.01% 0.01% 381 +211 18.16% Q4 2025 Jan 05, 2026
Monument Capital Management History New 1,368 209 0.05% 383 +1,368 New Q4 2025 Jan 26, 2026
D'Orazio & Associates, Inc. History New 1,365 209 0.03% 382 +1,365 New Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History New 1,362 208 0.0% 385 +1,362 New Q4 2025 Jan 16, 2026
Kovack Advisors, Inc. History New 1,359 208 0.01% 386 +1,359 New Q4 2025 Feb 17, 2026
STRS OHIO History Added to 1,357 208 0.0% 0.0% 384 +119 9.61% Q4 2025 Feb 02, 2026
Laidlaw Wealth Management LLC History New 1,336 204 0.63% 387 +1,336 New Q4 2025 Feb 17, 2026
Elevation Wealth Management LLC History New 1,330 203 0.19% 388 +1,330 New Q4 2025 Feb 12, 2026
Brooklyn Investment Group History New 1,305 201 0.01% 389 +1,305 New Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Reduced 1,291 197 0.0% 0.0% 390 -325 -20.11% Q4 2025 Feb 11, 2026
State of Wyoming History Added to 1,278 195 0.02% 0.0% 391 +1,014 384.09% Q4 2025 Feb 11, 2026
Caldwell Trust Co History No change 1,250 191 0.02% 0.01% 392 0 0.0% Q4 2025 Jan 30, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,228 188 0.0% 0.0% 393 -279 -18.51% Q4 2025 Jan 07, 2026
TD Waterhouse Canada Inc. History No change 1,200 183 0.0% 0.0% 394 0 0.0% Q4 2025 Jan 27, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,146 176 0.0% 0.0% 395 +689 150.77% Q4 2025 Feb 09, 2026
Sunbelt Securities, Inc. History Added to 1,127 172 0.01% 0.01% 396 +150 15.35% Q4 2025 Feb 20, 2026
First Command Advisory Services, Inc. History Added to 1,075 164 0.0% 0.0% 397 +125 13.16% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Added to 980 150 0.0% 0.0% 398 +140 16.67% Q4 2025 Feb 09, 2026
UMB Bank, n.a. History Added to 951 145 0.0% 0.0% 399 +78 8.93% Q4 2025 Feb 13, 2026
STEPH & CO History Added to 841 128 0.04% 0.01% 400 +544 183.16% Q4 2025 Jan 23, 2026
SIGNATUREFD, LLC History Added to 815 124 0.0% 0.0% 401 +15 1.88% Q4 2025 Jan 20, 2026
GROUP ONE TRADING LLC History Reduced 800 122 0.0% 0.0% 402 -381 -32.26% Q4 2025 Feb 12, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 740 113 0.16% 0.15% 403 0 0.0% Q4 2025 Jan 28, 2026
Parallel Advisors, LLC History Added to 705 108 0.0% 0.0% 404 +23 3.37% Q4 2025 Feb 11, 2026
Wealth Preservation Advisors, LLC History Reduced 673 103 0.05% 0.06% 405 -200 -22.91% Q4 2025 Feb 23, 2026
Investors Research Corp History No change 650 99 0.02% 0.01% 406 0 0.0% Q4 2025 Jan 06, 2026
MAI Capital Management History Reduced 640 98 0.0% 0.0% 407 -492 -43.46% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 636 97 0.0% 0.0% 408 -356 -35.89% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Reduced 632 96 0.0% 0.0% 409 -277 -30.47% Q4 2025 Jan 16, 2026
BNP Paribas Asset Management Holding S.A. History New 597 92 0.0% 410 +597 New Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 590 90 0.0% 0.0% 411 +62 11.74% Q4 2025 Feb 02, 2026
E Fund Management (Hong Kong) Co., Ltd. History New 973 89 0.03% 414 +973 New Q4 2025 Feb 05, 2026
Aster Capital Management (DIFC) Ltd History New 583 89 0.04% 415 +583 New Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 586 89 0.0% 0.0% 412 +253 75.98% Q4 2025 Feb 10, 2026
Measured Wealth Private Client Group, LLC History Reduced 584 89 0.02% 0.03% 413 -246 -29.64% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Reduced 570 87 0.01% 0.01% 416 -70 -10.94% Q4 2025 Feb 13, 2026
TFC Financial Management, Inc. History Added to 546 83 0.01% 0.01% 417 +2 0.37% Q4 2025 Jan 23, 2026
Quent Capital, LLC History No change 535 82 0.01% 0.01% 418 0 0.0% Q4 2025 Jan 29, 2026
Strategic Investment Solutions, Inc. /IL History No change 540 82 0.02% 0.02% 419 0 0.0% Q4 2025 Feb 27, 2026
HM PAYSON & CO History No change 500 76 0.0% 0.0% 420 0 0.0% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Added to 460 71 0.0% 0.0% 421 +240 109.09% Q4 2025 Feb 13, 2026
Nemes Rush Group LLC History Added to 460 70 0.01% 0.01% 422 +1 0.22% Q4 2025 Feb 11, 2026
Manchester Capital Management LLC History No change 430 65 0.01% 0.01% 423 0 0.0% Q4 2025 Feb 11, 2026
Caitlin John, LLC History Reduced 405 62 0.04% 0.78% 425 -9,162 -95.77% Q4 2025 Feb 18, 2026
DANSKE BANK A/S History No change 410 62 0.0% 0.0% 424 0 0.0% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 369 56 0.0% 0.0% 426 +347 1577.27% Q4 2025 Mar 16, 2026
Eukles Asset Management History No change 340 52 0.02% 0.02% 427 0 0.0% Q4 2025 Feb 09, 2026
Eagle Bay Advisors LLC History New 320 49 0.04% 428 +320 New Q4 2025 Jan 23, 2026
Indiana Trust & Investment Management Co History No change 300 45 0.01% 0.01% 429 0 0.0% Q4 2025 Jan 21, 2026
Steward Partners Investment Advisory, LLC History No change 300 45 0.0% 0.0% 430 0 0.0% Q4 2025 Feb 12, 2026
Intesa Sanpaolo S.p.A. History New 286 44 0.0% 431 +286 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 278 43 0.0% 0.0% 432 +17 6.51% Q4 2025 Feb 05, 2026
Towne Trust Company, N.A History No change 280 42 0.01% 0.01% 433 0 0.0% Q4 2025 Jan 26, 2026
Keating Financial Advisory Services, Inc. History New 260 39 0.01% 436 +260 New Q4 2025 Feb 09, 2026
Root Financial Partners, LLC History Added to 256 39 0.0% 0.0% 435 +34 15.32% Q4 2025 Feb 10, 2026
True Wealth Design, LLC History Added to 258 39 0.01% 0.01% 434 +5 1.98% Q4 2025 Jan 08, 2026
Salomon & Ludwin, LLC History No change 250 37 0.0% 0.0% 437 0 0.0% Q4 2025 Jan 28, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 230 35 0.0% 0.0% 438 0 0.0% Q4 2025 Feb 10, 2026
Newbridge Financial Services Group, Inc. History No change 230 35 0.01% 0.0% 439 0 0.0% Q4 2025 Jan 21, 2026
Geneos Wealth Management Inc. History Reduced 225 34 0.0% 0.0% 440 -25 -10.0% Q4 2025 Jan 28, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 253 33 0.0% 441 +253 New Q4 2025 Feb 11, 2026
ST GERMAIN D J CO INC History No change 210 32 0.0% 0.0% 442 0 0.0% Q4 2025 Jan 29, 2026
Silicon Valley Capital Partners History No change 206 31 0.0% 0.0% 443 0 0.0% Q4 2025 Feb 13, 2026
Morse Asset Management, Inc History New 200 30 0.01% 445 +200 New Q4 2025 Feb 03, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 200 30 0.01% 0.01% 444 0 0.0% Q4 2025 Feb 12, 2026
Torren Management, LLC History New 190 29 0.01% 447 +190 New Q4 2025 Jan 30, 2026
Versant Capital Management, Inc History Added to 194 29 0.0% 0.0% 446 +4 2.11% Q4 2025 Jan 08, 2026
Financial Perspectives, Inc History Added to 183 28 0.01% 0.01% 448 +1 0.55% Q4 2025 Jan 28, 2026
HARBOUR INVESTMENTS, INC. History Reduced 173 26 0.0% 0.0% 449 -345 -66.6% Q4 2025 Feb 09, 2026
Community Bank, N.A. History No change 176 26 0.0% 0.0% 450 0 0.0% Q4 2025 Feb 04, 2026
Benson Wealth Management INC History New 167 25 0.03% 451 +167 New Q4 2025 Feb 12, 2026
V-Square Quantitative Management LLC History New 159 24 0.0% 453 +159 New Q4 2025 Jan 22, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 160 24 0.0% 0.0% 452 -112 -41.18% Q4 2025 Feb 10, 2026
LRI Investments, LLC History No change 150 22 0.0% 0.0% 454 0 0.0% Q4 2025 Feb 04, 2026
Pinnacle Wealth Planning Services, Inc. History New 132 20 0.0% 456 +132 New Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 131 20 0.0% 0.0% 457 -120 -47.81% Q4 2025 Jan 14, 2026
PRIVATE TRUST CO NA History No change 134 20 0.0% 0.0% 455 0 0.0% Q4 2025 Jan 26, 2026
AlphaQuest LLC History Reduced 124 19 0.0% 0.0% 458 -93 -42.86% Q4 2025 Feb 09, 2026
Bangor Savings Bank History New 120 18 0.0% 459 +120 New Q4 2025 Jan 16, 2026
MCF Advisors LLC History No change 120 18 0.0% 0.0% 460 0 0.0% Q4 2025 Feb 11, 2026
Steigerwald, Gordon & Koch Inc. History No change 120 18 0.0% 0.0% 461 0 0.0% Q4 2025 Jan 23, 2026
Ancora Advisors LLC History New 105 16 0.0% 462 +105 New Q4 2025 Feb 17, 2026
Mendota Financial Group, LLC History No change 110 16 0.01% 0.01% 463 0 0.0% Q4 2025 Jan 20, 2026
Sound Income Strategies, LLC History Reduced 101 15 0.0% 0.0% 464 -300 -74.81% Q4 2025 Jan 21, 2026
Elyxium Wealth, LLC History New 91 13 0.0% 467 +91 New Q4 2025 Feb 05, 2026
JFS WEALTH ADVISORS, LLC History Added to 89 13 0.0% 0.0% 465 +20 28.99% Q4 2025 Jan 14, 2026
Fortitude Family Office, LLC History No change 89 13 0.0% 0.0% 466 0 0.0% Q4 2025 Jan 15, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 75 11 0.0% 0.0% 468 -85 -53.13% Q4 2025 Feb 12, 2026
Anchor Investment Management, LLC History New 75 11 0.0% 469 +75 New Q4 2025 Feb 26, 2026
Clearstead Trust, LLC History Added to 77 11 0.0% 0.0% 470 +13 20.31% Q4 2025 Feb 09, 2026
Kohmann Bosshard Financial Services, LLC History New 70 10 0.0% 472 +70 New Q4 2025 Jan 30, 2026
SageView Advisory Group, LLC History New 68 10 0.0% 473 +68 New Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 70 10 0.0% 0.0% 471 0 0.0% Q4 2025 Feb 05, 2026
Private Wealth Management Group, LLC History No change 70 10 0.0% 0.0% 474 0 0.0% Q4 2025 Jan 23, 2026
ENTRUST FINANCIAL LLC History New 60 9 0.01% 478 +60 New Q4 2025 Feb 06, 2026
SJS Investment Consulting Inc. History Added to 61 9 0.0% 0.0% 476 +51 510.0% Q4 2025 Jan 21, 2026
Westend Capital Management, LLC History No change 60 9 0.0% 0.0% 475 0 0.0% Q4 2025 Jan 15, 2026
Coston, McIsaac & Partners History No change 60 9 0.0% 0.0% 477 0 0.0% Q4 2025 Feb 03, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 60 8 0.0% 0.0% 479 0 0.0% Q4 2025 Feb 03, 2026
SHP Wealth Management History New 50 7 0.0% 481 +50 New Q4 2025 Mar 04, 2026
MidFirst Bank History New 48 7 0.0% 484 +48 New Q4 2025 Feb 25, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 50 7 0.0% 0.0% 480 0 0.0% Q4 2025 Feb 03, 2026
Bradley & Co. Private Wealth Management, LLC History No change 50 7 0.0% 0.0% 482 0 0.0% Q4 2025 Feb 11, 2026
Bell Investment Advisors, Inc History No change 50 7 0.0% 0.0% 483 0 0.0% Q4 2025 Feb 24, 2026
Rakuten Securities, Inc. History Reduced 40 6 0.0% 0.01% 485 -145 -78.38% Q4 2025 Jan 29, 2026
Greykasell Wealth Strategies, Inc. History New 40 6 0.0% 486 +40 New Q4 2025 Feb 11, 2026
VSM Wealth Advisory, LLC History New 40 6 0.0% 487 +40 New Q4 2025 Feb 06, 2026
Kilter Group LLC History No change 40 6 0.0% 0.0% 488 0 0.0% Q4 2025 Feb 13, 2026
WealthCollab, LLC History Added to 33 5 0.0% 0.0% 489 +23 230.0% Q4 2025 Jan 27, 2026
Quarry LP History Reduced 28 4 0.0% 0.01% 493 -185 -86.85% Q4 2025 Feb 13, 2026
Solstein Capital, LLC History New 30 4 0.0% 491 +30 New Q4 2025 Feb 13, 2026
T. Rowe Price Investment Management, Inc. History Reduced 26 4 0.0% 0.0% 492 -6 -18.75% Q4 2025 Feb 19, 2026
Advisors Asset Management, Inc. History No change 28 4 0.0% 490 0 0.0% Q4 2025 Feb 12, 2026
Tidemark, LLC History No change 30 4 0.0% 0.0% 494 0 0.0% Q4 2025 Feb 10, 2026
Arax Advisory Partners History Reduced 20 3 0.0% 0.03% 495 -19,643 -99.9% Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History New 23 3 0.0% 496 +23 New Q4 2025 Feb 03, 2026
Strive Financial Group ,LLC History New 20 3 0.0% 497 +20 New Q4 2025 Feb 18, 2026
Marquette Asset Management, LLC History New 12 1 0.0% 500 +12 New Q4 2025 Jan 16, 2026
TORONTO DOMINION BANK History New 10 1 0.0% 498 +10 New Q4 2025 Feb 17, 2026
Rossby Financial, LCC History New 10 1 0.0% 509 +10 New Q4 2025 Feb 12, 2026
Hilton Head Capital Partners, LLC History New 10 1 0.0% 511 +10 New Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History New 8 1 0.0% 499 +8 New Q4 2025 Jan 30, 2026
OPTIMA CAPITAL LLC History New 7 1 0.0% 510 +7 New Q4 2025 Jan 23, 2026
Bogart Wealth, LLC History Added to 8 1 0.0% 501 +4 100.0% Q4 2025 Jan 30, 2026
Bay Harbor Wealth Management, LLC History Added to 8 1 0.0% 503 +3 60.0% Q4 2025 Feb 02, 2026
Rialto Wealth Management, LLC History Added to 7 1 0.0% 508 +1 16.67% Q4 2025 Jan 12, 2026
Vermillion Wealth Management, Inc. History No change 13 1 0.0% 0.0% 502 0 0.0% Q4 2025 Feb 11, 2026
CVA Family Office, LLC History No change 10 1 0.0% 0.0% 504 0 0.0% Q4 2025 Jan 12, 2026
Cromwell Holdings LLC History No change 10 1 0.0% 0.0% 505 0 0.0% Q4 2025 Jan 20, 2026
DiNuzzo Private Wealth, Inc. History No change 10 1 0.0% 0.0% 506 0 0.0% Q4 2025 Jan 16, 2026
Valued Wealth Advisors LLC History No change 10 1 0.0% 0.0% 507 0 0.0% Q4 2025 Jan 30, 2026
Kintegral Advisory, LLC History Closed out 0 0 1.05% -184,122 -100.0% Q3 2025 Nov 05, 2025
LSV ASSET MANAGEMENT History Closed out 0 0 0.01% -43,500 -100.0% Q3 2025 Nov 06, 2025
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.17% -24,841 -100.0% Q3 2025 Oct 24, 2025
WINTON GROUP Ltd History Closed out 0 0 0.1% -22,117 -100.0% Q3 2025 Nov 13, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.01% -19,063 -100.0% Q3 2025 Nov 13, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.08% -17,949 -100.0% Q3 2025 Nov 17, 2025
Allspring Global Investments Holdings, LLC History Closed out 0 0 0.0% -15,222 -100.0% Q3 2025 Oct 20, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -9,904 -100.0% Q3 2025 Nov 10, 2025
Quadrature Capital Ltd History Closed out 0 0 0.01% -8,529 -100.0% Q3 2025 Nov 13, 2025
Almanack Investment Partners, LLC. History Closed out 0 0 0.07% -3,952 -100.0% Q3 2025 Oct 22, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.07% -3,867 -100.0% Q3 2025 Nov 12, 2025
AIA Group Ltd History Closed out 0 0 0.01% -3,844 -100.0% Q3 2025 Dec 18, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -3,726 -100.0% Q3 2025 Oct 14, 2025
CSS LLC/IL History Closed out 0 0 0.02% -2,870 -100.0% Q3 2025 Nov 13, 2025
Headlands Technologies LLC History Closed out 0 0 0.02% -2,166 -100.0% Q3 2025 Nov 12, 2025
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.0% -2,055 -100.0% Q3 2025 Nov 13, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -2,006 -100.0% Q3 2025 Nov 12, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -1,768 -100.0% Q3 2025 Nov 14, 2025
Applied Finance Capital Management, LLC History Closed out 0 0 0.01% -1,755 -100.0% Q3 2025 Nov 06, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.02% -1,717 -100.0% Q3 2025 Nov 07, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.01% -1,376 -100.0% Q3 2025 Nov 06, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -633 -100.0% Q3 2025 Nov 14, 2025
Leonteq Securities AG History Reduced 1 0 0.0% -577 -99.83% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -215 -100.0% Q3 2025 Nov 18, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -150 -100.0% Q3 2025 Oct 07, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -132 -100.0% Q3 2025 Oct 08, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 10, 2025
MMA ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -94 -100.0% Q3 2025 Nov 05, 2025
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -33 -100.0% Q3 2025 Nov 13, 2025
FIRST FINANCIAL CORP /IN/ History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Oct 09, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 0.0% -10 -100.0% Q3 2025 Nov 04, 2025
Physician Wealth Advisors, Inc. History New 6 0 +6 New Q4 2025 Jan 29, 2026
Signature Equity Partners, LLC History New 5 0 +5 New Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Added to 6 0 +4 200.0% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History New 4 0 +4 New Q4 2025 Mar 03, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 13, 2025
USA FINANCIAL FORMULAS History New 3 0 +3 New Q4 2025 Jan 14, 2026
Truvestments Capital LLC History New 3 0 +3 New Q4 2025 Feb 13, 2026
Avion Wealth History New 3 0 +3 New Q4 2025 Jan 23, 2026
Mountain Hill Investment Partners Corp. History New 3 0 +3 New Q4 2025 Jan 26, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Bruce G. Allen Investments, LLC History Reduced 4 0 -1 -20.0% Q4 2025 Feb 10, 2026
Principia Wealth Advisory, LLC History New 1 0 +1 New Q4 2025 Feb 10, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Key Capital Management, INC History New 1 0 +1 New Q4 2025 Jan 26, 2026
Union Bancaire Privee, UBP SA History No change 700 0 0 0.0% Q4 2025 Jan 05, 2026
HFM Investment Advisors, LLC History No change 5 0 0 0.0% Q4 2025 Feb 05, 2026