DIAGEO PLC - DEO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
FMR LLC History Added to 6,703,640 578,322 0.03% 0.03% 1 +196,489 3.02% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,810,176 242,433 0.02% 0.02% 2 +477,564 20.47% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 2,173,047 187,468 0.06% 0.02% 3 +1,762,027 428.7% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 1,947,245 167,989 0.01% 0.01% 4 +476,979 32.44% Q4 2025 Feb 13, 2026
Orbis Allan Gray Ltd History Added to 1,737,346 149,880 0.63% 0.63% 5 +191,216 12.37% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,384,471 119,438 0.1% — 6 +1,384,471 New Q4 2025 Feb 13, 2026
MARKEL GROUP INC. History Added to 1,371,708 118,337 0.94% 1.06% 7 +5,000 0.37% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,168,775 100,830 0.02% 0.02% 8 -90,175 -7.16% Q4 2025 Feb 13, 2026
EQUITY INVESTMENT CORP History Added to 1,137,390 98,122 1.98% 1.95% 9 +163,168 16.75% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,136,058 98,007 0.03% 0.04% 10 -411,568 -26.59% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,131,131 97,582 0.03% 0.05% 11 -570,747 -33.54% Q4 2025 Feb 18, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 1,098,320 94,752 1.42% 1.86% 12 -265,184 -19.45% Q4 2025 Jan 05, 2026
JPMORGAN CHASE & CO History Reduced 1,081,911 93,336 0.01% 0.01% 13 -194,665 -15.25% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 896,795 77,367 0.01% — 14 +896,795 New Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 894,809 77,202 0.02% 0.02% 15 +28,865 3.33% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 700,524 60,434 0.01% 0.01% 16 +108,691 18.37% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 685,110 59,104 0.03% 0.02% 17 +371,929 118.76% Q4 2025 Feb 10, 2026
Cullen Capital Management, LLC History Reduced 650,211 56,093 0.61% 1.37% 18 -659,047 -50.34% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 597,762 51,568 0.01% 0.01% 19 +51,235 9.37% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 570,050 49,178 0.33% — 20 +570,050 New Q4 2025 Feb 05, 2026
ABC ARBITRAGE SA History Added to 560,383 48,344 4.53% 3.94% 21 +141,301 33.72% Q4 2025 Feb 04, 2026
CITIGROUP INC History Added to 559,689 48,284 0.02% 0.0% 22 +454,955 434.39% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Reduced 556,998 48,052 0.04% 0.05% 23 -195,682 -26.0% Q4 2025 Feb 11, 2026
Brandywine Global Investment Management, LLC History New 540,879 46,763 0.31% — 24 +540,879 New Q4 2025 Feb 11, 2026
Optiver Holding B.V. History Reduced 518,261 44,710 0.02% 0.02% 25 -22,062 -4.08% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Reduced 508,419 43,861 0.07% 0.12% 26 -218,159 -30.03% Q4 2025 Feb 12, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 485,288 41,865 0.58% 0.59% 27 +18,422 3.95% Q4 2025 Feb 13, 2026
Aristotle Capital Management, LLC History Reduced 477,351 41,184 0.08% 0.1% 28 -72,520 -13.19% Q4 2025 Feb 17, 2026
Douglas Lane & Associates, LLC History Reduced 449,324 38,763 0.53% 0.64% 29 -34,625 -7.15% Q4 2025 Jan 22, 2026
LPL Financial LLC History Reduced 447,582 38,612 0.01% 0.01% 30 -51,887 -10.39% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 442,150 38,144 0.0% 0.0% 31 +26,503 6.38% Q4 2025 Mar 25, 2026
CAMBIAR INVESTORS LLC History Reduced 430,013 37,097 1.66% 2.03% 32 -37,275 -7.98% Q4 2025 Jan 23, 2026
UBS Group AG History Added to 414,558 35,763 0.01% 0.01% 33 +37,978 10.08% Q4 2025 Jan 29, 2026
FIRST TRUST ADVISORS LP History Added to 414,068 35,721 0.03% 0.03% 34 +21,321 5.43% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 352,681 30,425 0.0% 0.0% 35 +165,466 88.38% Q4 2025 Feb 12, 2026
PRIVATE MANAGEMENT GROUP INC History New 322,880 27,854 0.81% — 36 +322,880 New Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Added to 315,609 27,227 0.1% 0.11% 37 +11,474 3.77% Q4 2025 Feb 12, 2026
BlackRock, Inc. History Reduced 311,963 26,913 0.0% 0.0% 38 -3,240 -1.03% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 310,844 26,816 0.01% 0.0% 39 +308,689 14324.32% Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 308,864 26,645 0.0% 0.0% 40 +98,642 46.92% Q4 2025 Feb 19, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 307,101 26,493 0.01% 0.01% 41 -2,100 -0.68% Q4 2025 Jan 22, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 301,596 26,019 0.2% 0.01% 42 +295,004 4475.18% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 297,820 25,692 0.0% 0.01% 43 -171,887 -36.59% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History Added to 292,125 25,201 0.07% 0.07% 44 +2,126 0.73% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 289,068 24,938 0.02% 0.03% 45 -8,468 -2.85% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 279,398 24,103 0.02% 0.0% 46 +237,616 568.7% Q4 2025 Feb 17, 2026
Saratoga Research & Investment Management History Reduced 271,058 23,384 1.23% 1.67% 47 -65,490 -19.46% Q4 2025 Feb 05, 2026
ASSETMARK, INC History Added to 259,051 22,348 0.05% 0.05% 48 +29,271 12.74% Q4 2025 Jan 23, 2026
LMR Partners LLP History Added to 254,304 21,938 0.04% 0.01% 49 +229,304 917.22% Q4 2025 Feb 17, 2026
GRANDFIELD & DODD, LLC History Reduced 247,561 21,357 1.21% 1.4% 50 -11,643 -4.49% Q4 2025 Feb 10, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 247,470 21,349 0.11% 0.13% 51 +54 0.02% Q4 2025 Jan 13, 2026
River Road Asset Management, LLC History Reduced 240,805 20,774 0.23% 0.28% 52 -23,528 -8.9% Q4 2025 Feb 24, 2026
BERKSHIRE HATHAWAY INC History No change 227,750 19,647 0.01% 0.01% 53 0 0.0% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 221,518 19,110 0.01% 0.01% 54 +22,893 11.53% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History New 216,910 18,712 0.01% — 55 +216,910 New Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 215,820 18,618 0.02% 0.0% 56 +186,541 637.12% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 212,701 18,349 0.03% 0.05% 57 -111,772 -34.45% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History Added to 208,613 17,997 0.06% 0.03% 58 +121,196 138.64% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 189,383 16,338 0.0% 0.01% 59 -183,835 -49.26% Q4 2025 Feb 17, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 185,291 15,985 0.27% 0.38% 60 -54,785 -22.82% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Reduced 181,164 15,629 0.04% 0.05% 61 -9,581 -5.02% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 178,998 15,442 0.01% 0.0% 62 +173,998 3479.96% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 176,225 15,202 0.03% 0.03% 63 -34,920 -16.54% Q4 2025 Feb 17, 2026
Monaco Asset Management SAM History New 174,500 15,054 2.61% — 64 +174,500 New Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Added to 170,053 14,670 0.36% 0.4% 65 +17,659 11.59% Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 168,935 14,574 0.14% 0.18% 66 -24,305 -12.58% Q4 2025 Feb 05, 2026
CIBC WORLD MARKET INC. History Added to 168,668 14,550 0.02% 0.03% 67 +5,448 3.34% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Reduced 164,046 14,152 0.03% 0.04% 68 -23,796 -12.67% Q4 2025 Feb 11, 2026
IMC-Chicago, LLC History Added to 163,900 14,139 0.01% 0.01% 69 +2,277 1.41% Q4 2025 Jan 29, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 161,595 13,940 0.01% 0.01% 70 -109,131 -40.31% Q4 2025 Feb 17, 2026
Townsend & Associates, Inc History Added to 153,315 13,698 1.22% 1.38% 71 +4,749 3.2% Q4 2025 Jan 26, 2026
Bridgewater Associates, LP History New 157,763 13,610 0.05% — 72 +157,763 New Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 153,232 13,219 0.16% 0.24% 73 -78,113 -33.76% Q4 2025 Feb 02, 2026
SKBA CAPITAL MANAGEMENT LLC History Added to 152,670 13,170 1.87% 1.87% 74 +10,650 7.5% Q4 2025 Feb 12, 2026
SCOTIA CAPITAL INC. History Reduced 152,185 13,128 0.05% 0.08% 75 -46,138 -23.26% Q4 2025 Feb 12, 2026
CORDA Investment Management, LLC. History Reduced 147,638 12,736 0.93% 1.01% 76 -2,515 -1.67% Q4 2025 Feb 03, 2026
SEI INVESTMENTS CO History Added to 147,334 12,712 0.01% 0.01% 77 +31,084 26.74% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 146,549 12,642 0.0% 0.0% 78 -13,095 -8.2% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 146,471 12,636 0.02% 0.02% 79 -46,097 -23.94% Q4 2025 Feb 02, 2026
Squarepoint Ops LLC History Added to 141,504 12,207 0.01% 0.01% 80 +13,965 10.95% Q4 2025 Feb 13, 2026
Tweedy, Browne Co LLC History Added to 129,808 11,198 0.9% 1.05% 81 +2,813 2.22% Q4 2025 Feb 03, 2026
First Eagle Investment Management, LLC History Reduced 124,372 10,729 0.02% 0.02% 82 -8,606 -6.47% Q4 2025 Feb 04, 2026
FAYEZ SAROFIM & CO History Reduced 124,248 10,718 0.03% 0.08% 83 -221,776 -64.09% Q4 2025 Feb 13, 2026
Alpine Fox Capital LLC History Added to 122,000 10,524 5.55% 0.96% 84 +98,000 408.33% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Added to 113,079 9,755 0.26% 0.01% 85 +106,924 1737.19% Q4 2025 Feb 12, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 111,920 9,655 0.02% 0.01% 86 +57,570 105.92% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 111,755 9,640 0.01% 0.02% 87 -43,839 -28.18% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 107,900 9,308 0.02% 32.4% 88 +34,775 47.56% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 107,753 9,295 0.03% 0.01% 89 +78,461 267.86% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 106,156 9,158 0.03% — 90 +106,156 New Q4 2025 Feb 17, 2026
FOUNDATION RESOURCE MANAGEMENT INC History New 105,827 9,129 1.22% — 91 +105,827 New Q4 2025 Jan 22, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 100,300 8,652 0.02% 0.03% 92 -16,800 -14.35% Q4 2025 Feb 17, 2026
LINCLUDEN MANAGEMENT LTD History Added to 99,706 8,602 0.73% 0.61% 93 +41,871 72.4% Q4 2025 Jan 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 97,453 8,407 0.05% 0.07% 94 -9,104 -8.54% Q4 2025 Feb 17, 2026
OLD MISSION CAPITAL LLC History New 96,014 8,283 0.19% — 95 +96,014 New Q4 2025 Feb 17, 2026
Poehling Capital Management, INC. History Added to 94,498 8,152 1.67% 1.11% 96 +39,309 71.23% Q4 2025 Feb 06, 2026
Aquatic Capital Management LLC History Added to 94,430 8,146 0.23% 0.13% 97 +20,469 27.68% Q4 2025 Feb 17, 2026
Allied Investment Advisors, LLC History Added to 93,509 8,067 1.25% 1.32% 98 +6,679 7.69% Q4 2025 Feb 09, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Reduced 91,607 7,902 1.35% 1.6% 99 -5,197 -5.37% Q4 2025 Feb 09, 2026
Pathstone Holdings, LLC History New 91,290 7,875 0.03% — 100 +91,290 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 89,048 7,831 0.01% 0.02% 101 -57,668 -39.31% Q4 2025 Jan 08, 2026
Keystone Financial Planning, Inc. History Added to 87,558 7,553 2.19% 2.41% 102 +503 0.58% Q4 2025 Jan 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 86,310 7,445 0.01% 0.01% 103 -2,918 -3.27% Q4 2025 Feb 12, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 77,472 6,683 0.19% 0.25% 104 -12,674 -14.06% Q4 2025 Feb 10, 2026
Eldred Rock Partners, LLC History Reduced 73,396 6,331 1.64% 1.94% 105 -8,234 -10.09% Q4 2025 Jan 16, 2026
Schonfeld Strategic Advisors LLC History Added to 73,212 6,315 0.03% 0.03% 106 +26,751 57.58% Q4 2025 Feb 17, 2026
Addenda Capital Inc. History Reduced 73,000 6,297 0.18% 0.23% 107 -7,968 -9.84% Q4 2025 Jan 22, 2026
Corient Private Wealth LLC History Reduced 72,507 6,255 0.01% 0.01% 108 -5,337 -6.86% Q4 2025 Mar 09, 2026
SIMPLEX TRADING, LLC History Reduced 71,581 6,175 0.0% 0.0% 109 -14,684 -17.02% Q4 2025 Feb 11, 2026
Great Hill Capital LLC History Added to 69,460 5,992 0.6% 0.49% 110 +36,391 110.05% Q4 2025 Jan 26, 2026
XTX Topco Ltd History Added to 68,940 5,947 0.16% 0.02% 111 +64,581 1481.56% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 65,463 5,657 0.0% 0.0% 112 -81,805 -55.55% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 65,452 5,647 0.01% 0.02% 113 -75,259 -53.48% Q4 2025 Feb 10, 2026
Live Oak Private Wealth LLC History Reduced 64,761 5,586 0.76% 0.92% 114 -4,765 -6.85% Q4 2025 Jan 23, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 64,561 5,569 0.4% 0.43% 115 +3,635 5.97% Q4 2025 Jan 12, 2026
Erste Asset Management GmbH History No change 62,637 5,403 0.05% 0.06% 116 0 0.0% Q4 2025 Feb 11, 2026
Philip James Wealth Mangement, LLC History Added to 61,492 5,304 0.61% 0.52% 117 +14,701 31.42% Q4 2025 Jan 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 60,602 5,228 0.0% 0.0% 118 -4,192 -6.47% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Reduced 59,821 5,160 0.03% 0.04% 119 -9,385 -13.56% Q4 2025 Jan 12, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 59,428 5,126 0.15% 0.23% 120 -23,594 -28.42% Q4 2025 Feb 13, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History Reduced 58,903 5,081 0.28% 0.42% 121 -18,783 -24.18% Q4 2025 Jan 22, 2026
FRANKLIN RESOURCES INC History Reduced 58,053 5,008 0.0% 0.0% 122 -6,663 -10.3% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 56,749 4,899 0.01% 0.02% 124 -46,605 -45.09% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 56,798 4,899 0.01% 0.01% 123 -3,114 -5.2% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 56,112 4,840 0.03% 0.04% 125 -10,784 -16.12% Q4 2025 Feb 12, 2026
Lorne Steinberg Wealth Management Inc. History Reduced 56,000 4,831 1.11% 1.34% 126 -2,410 -4.13% Q4 2025 Jan 27, 2026
BARCLAYS PLC History Added to 55,221 4,763 0.0% 0.0% 127 +54,698 10458.51% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 54,327 4,686 0.0% 0.0% 128 +14,164 35.27% Q4 2025 Feb 13, 2026
Creative Planning History Reduced 54,164 4,672 0.0% 0.0% 129 -228 -0.42% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 53,726 4,634 0.0% 0.0% 130 -2,489 -4.43% Q4 2025 Feb 13, 2026
Moran Wealth Management, LLC History Added to 51,945 4,481 0.14% 0.13% 131 +8,320 19.07% Q4 2025 Jan 26, 2026
PRINCIPAL SECURITIES, INC. History Reduced 51,805 4,469 0.07% 0.09% 132 -2,823 -5.17% Q4 2025 Feb 12, 2026
NorthCrest Asset Manangement, LLC History Reduced 48,154 4,312 0.1% 0.12% 133 -2,159 -4.29% Q4 2025 Jan 08, 2026
Baird Financial Group, Inc. History Reduced 49,614 4,280 0.01% 0.01% 134 -21,542 -30.27% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 48,643 4,196 0.07% 0.09% 135 +625 1.3% Q4 2025 Mar 12, 2026
Walleye Trading LLC History Added to 48,412 4,176 0.01% 0.0% 136 +20,412 72.9% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 47,886 4,131 0.06% 0.06% 137 +8,738 22.32% Q4 2025 Feb 09, 2026
Quantinno Capital Management LP History Added to 47,715 4,116 0.01% 0.01% 138 +7,476 18.58% Q4 2025 Feb 17, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 47,678 4,113 0.35% 0.42% 139 -1,156 -2.37% Q4 2025 Jan 30, 2026
US BANCORP \DE\ History Reduced 47,501 4,097 0.0% 0.01% 140 -5,197 -9.86% Q4 2025 Jan 30, 2026
Waverly Advisors, LLC History Added to 47,364 4,086 0.03% 0.03% 141 +11,168 30.85% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 46,708 4,029 0.03% 0.05% 142 -17,495 -27.25% Q4 2025 Feb 12, 2026
Virtu Financial LLC History Added to 46,086 3,976 0.15% 0.13% 143 +21,853 90.18% Q4 2025 Feb 23, 2026
&PARTNERS History Added to 44,530 3,843 0.02% 0.03% 144 +1,429 3.32% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 44,357 3,826 0.02% 0.04% 145 -28,140 -38.82% Q4 2025 Jan 29, 2026
HighTower Advisors, LLC History Reduced 43,327 3,737 0.0% 0.01% 146 -39,498 -47.69% Q4 2025 Feb 06, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 41,291 3,562 0.15% 0.15% 147 +3,468 9.17% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 41,275 3,560 0.05% 0.05% 148 +12,406 42.97% Q4 2025 Feb 06, 2026
Mariner, LLC History Reduced 40,882 3,527 0.0% 0.01% 149 -16,421 -28.66% Q4 2025 Feb 13, 2026
Blue Zone Wealth Advisors, LLC History Reduced 40,282 3,475 0.66% 0.78% 150 -706 -1.72% Q4 2025 Jan 21, 2026
Value Partners Investments Inc. History Added to 40,214 3,469 0.27% 0.3% 151 +1,700 4.41% Q4 2025 Jan 08, 2026
Atria Investments, Inc History Reduced 39,785 3,432 0.04% 0.06% 152 -13,733 -25.66% Q4 2025 Feb 05, 2026
McGinn Penninger Investment Management, Inc. History Reduced 38,374 3,311 1.92% 2.62% 153 -8,528 -18.18% Q4 2025 Feb 09, 2026
RBO & CO LLC History Reduced 38,359 3,309 0.53% 1.83% 154 -84,326 -68.73% Q4 2025 Feb 12, 2026
Artisan Partners Limited Partnership History New 38,056 3,283 0.0% — 155 +38,056 New Q4 2025 Feb 17, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Reduced 37,772 3,258 0.04% 0.06% 156 -13,320 -26.07% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 37,033 3,195 0.01% 0.01% 157 -6,157 -14.26% Q4 2025 Feb 05, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 36,553 3,153 0.06% 0.06% 158 -1,439 -3.79% Q4 2025 Jan 14, 2026
Lafayette Investments, Inc. History Reduced 36,527 3,151 0.6% 1.03% 159 -19,855 -35.22% Q4 2025 Feb 04, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 35,849 3,092 0.1% 0.26% 160 -48,182 -57.34% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Reduced 34,747 2,997 0.0% 0.01% 161 -9,007 -20.59% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Reduced 34,602 2,985 0.02% 0.02% 162 -999 -2.81% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 34,143 2,945 0.0% 0.0% 163 +886 2.66% Q4 2025 Feb 17, 2026
TCTC Holdings, LLC History Reduced 33,755 2,912 0.09% 0.12% 164 -7,733 -18.64% Q4 2025 Feb 12, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 33,553 2,905 0.04% 0.04% 165 -2,287 -6.38% Q4 2025 Feb 03, 2026
Marble Harbor Investment Counsel, LLC History Added to 32,418 2,796 0.3% 0.24% 166 +8,380 34.86% Q4 2025 Feb 06, 2026
Infusive Asset Management Inc. History Added to 32,260 2,783 1.19% 0.91% 167 +11,441 54.95% Q4 2025 Feb 13, 2026
Beutel, Goodman & Co Ltd. History Reduced 32,180 2,776 0.02% 0.02% 168 -3,060 -8.68% Q4 2025 Feb 13, 2026
Coleford Investment Management Ltd. History Reduced 32,107 2,769 0.67% 1.6% 169 -37,546 -53.9% Q4 2025 Feb 11, 2026
Entropy Technologies, LP History Reduced 32,053 2,765 0.15% 0.31% 170 -10,755 -25.12% Q4 2025 Feb 13, 2026
SALT Holding Corp. History No change 31,855 2,748 2.13% 2.84% 171 0 0.0% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 31,437 2,713 0.0% 0.0% 172 +5,775 22.5% Q4 2025 Feb 13, 2026
Kerrisdale Advisers, LLC History No change 31,133 2,685 1.26% 1.54% 173 0 0.0% Q4 2025 Feb 17, 2026
Royal Fund Management, LLC History Reduced 30,167 2,602 0.24% 0.36% 174 -1,108 -3.54% Q4 2025 Jan 15, 2026
D.A. DAVIDSON & CO. History Reduced 29,021 2,503 0.02% 0.02% 175 -8,893 -23.46% Q4 2025 Jan 29, 2026
MOTCO History Reduced 28,776 2,482 0.22% 0.26% 176 -1,608 -5.29% Q4 2025 Feb 06, 2026
M&T BANK CORP History Reduced 27,466 2,369 0.01% 0.01% 177 -2,280 -7.66% Q4 2025 Jan 30, 2026
WEIK CAPITAL MANAGEMENT History Reduced 27,352 2,359 0.88% 0.98% 178 -235 -0.85% Q4 2025 Feb 11, 2026
HM PAYSON & CO History Reduced 27,201 2,346 0.03% 0.04% 179 -3,053 -10.09% Q4 2025 Feb 12, 2026
BEACON INVESTMENT ADVISORS LLC History Reduced 27,037 2,332 0.94% 1.08% 180 -580 -2.1% Q4 2025 Feb 17, 2026
Evelyn Partners Asset Management Ltd History Reduced 25,966 2,240 0.53% 0.56% 181 -52 -0.2% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History New 25,925 2,237 0.02% — 182 +25,925 New Q4 2025 Jan 29, 2026
BENJAMIN EDWARDS INC History Added to 25,926 2,236 0.02% 0.02% 183 +4,706 22.18% Q4 2025 Feb 02, 2026
Hillman Capital Management, Inc. History Reduced 25,705 2,217 1.4% 1.66% 184 -4,137 -13.86% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Reduced 25,498 2,199 0.01% 0.02% 185 -15,908 -38.42% Q4 2025 Feb 13, 2026
Pekin Hardy Strauss, Inc. History Reduced 25,476 2,197 0.2% 0.38% 186 -13,782 -35.11% Q4 2025 Jan 30, 2026
Phoenix Financial Ltd. History Added to 24,800 2,138 0.02% 0.03% 187 +2,000 8.77% Q4 2025 Feb 05, 2026
FACTORY MUTUAL INSURANCE CO History No change 24,675 2,128 0.02% 0.02% 188 0 0.0% Q4 2025 Jan 23, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Reduced 24,633 2,125 0.63% 0.75% 189 -851 -3.34% Q4 2025 Feb 13, 2026
DMKC Advisory Services, LLC History Added to 24,621 2,124 0.93% 0.97% 190 +4,623 23.12% Q4 2025 Jan 30, 2026
Creegan & Nassoura Financial Group, LLC History Reduced 24,583 2,120 1.38% 1.57% 191 -845 -3.32% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 24,472 2,111 0.02% — 192 +24,472 New Q4 2025 Feb 18, 2026
R.H. Investment Group, LLC History Added to 24,426 2,107 1.76% 2.02% 193 +100 0.41% Q4 2025 Jan 16, 2026
Financial Gravity Asset Management, Inc. History Added to 24,412 2,106 0.41% 0.37% 194 +4,881 24.99% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 24,337 2,099 0.02% 0.03% 195 +8,305 51.8% Q4 2025 Jan 29, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 24,183 2,086 0.44% 0.54% 196 -2,082 -7.93% Q4 2025 Jan 27, 2026
WEITZ INVESTMENT MANAGEMENT, INC. History Reduced 23,800 2,053 0.12% 0.15% 197 -4,500 -15.9% Q4 2025 Feb 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 23,415 2,020 0.09% 0.13% 198 -4,845 -17.14% Q4 2025 Feb 11, 2026
GREAT LAKES ADVISORS, LLC History Added to 23,345 2,013 0.02% 0.01% 199 +12,832 122.06% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Reduced 23,329 2,012 0.02% 0.03% 200 -2,586 -9.98% Q4 2025 Feb 13, 2026
LEE DANNER & BASS INC History Reduced 23,064 1,989 0.14% 0.19% 201 -3,621 -13.57% Q4 2025 Jan 29, 2026
Clarkston Capital Partners, LLC History Reduced 23,015 1,985 0.05% 0.11% 202 -32,095 -58.24% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 23,003 1,984 0.01% 0.01% 203 +3,303 16.77% Q4 2025 Jan 27, 2026
STEPHENS INC /AR/ History Reduced 22,410 1,933 0.02% 0.05% 204 -15,639 -41.1% Q4 2025 Feb 05, 2026
MGO ONE SEVEN LLC History Added to 21,918 1,890 0.04% 0.03% 205 +9,998 83.88% Q4 2025 Feb 03, 2026
HAMEL ASSOCIATES, INC. History Added to 21,680 1,870 0.56% 0.21% 206 +14,575 205.14% Q4 2025 Feb 11, 2026
Ethic Inc. History Reduced 21,438 1,849 0.03% 0.04% 207 -955 -4.26% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Added to 21,336 1,840 0.01% 0.01% 208 +1,975 10.2% Q4 2025 Feb 18, 2026
Acumen Wealth Advisors, LLC History New 21,080 1,818 0.52% — 209 +21,080 New Q4 2025 Feb 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 20,955 1,807 0.25% 0.36% 210 -7,080 -25.25% Q4 2025 Jan 20, 2026
Burkett Asset Management Ltd History New 20,915 1,804 1.82% — 211 +20,915 New Q4 2025 Feb 12, 2026
NewEdge Wealth, LLC History Reduced 20,394 1,759 0.02% 0.03% 212 -569 -2.71% Q4 2025 Feb 03, 2026
HB Wealth Management, LLC History Reduced 20,378 1,758 0.01% 0.02% 213 -3,736 -15.49% Q4 2025 Jan 28, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 20,000 1,725 0.01% 0.01% 214 0 0.0% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 19,695 1,699 0.01% 0.01% 215 -726 -3.56% Q4 2025 Feb 06, 2026
GUGGENHEIM CAPITAL LLC History Reduced 19,390 1,672 0.01% 0.01% 216 -618 -3.09% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History Reduced 19,210 1,657 0.0% 0.01% 217 -4,096 -17.57% Q4 2025 Feb 10, 2026
Farringdon Capital, Ltd. History Reduced 18,858 1,626 0.4% 0.55% 218 -3,710 -16.44% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 18,766 1,618 0.01% 0.01% 219 -4,549 -19.51% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Reduced 18,561 1,601 0.0% 0.0% 220 -6,390 -25.61% Q4 2025 Feb 13, 2026
SIT INVESTMENT ASSOCIATES INC History Reduced 18,375 1,585 1.94% 0.04% 221 -975 -5.04% Q4 2025 Feb 25, 2026
Quadrature Capital Ltd History New 18,206 1,570 0.02% — 222 +18,206 New Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Added to 17,977 1,550 0.04% 0.01% 223 +12,927 255.98% Q4 2025 Feb 17, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Added to 17,937 1,547 0.36% 0.09% 224 +11,804 192.47% Q4 2025 Feb 13, 2026
Pavion Blue Capital, LLC History Reduced 17,785 1,534 0.64% 1.06% 225 -8,322 -31.88% Q4 2025 Jan 27, 2026
KENNEDY INVESTMENT GROUP History Added to 17,753 1,531 0.58% 0.57% 226 +2,740 18.25% Q4 2025 Feb 06, 2026
Callan Family Office, LLC History Added to 17,651 1,522 0.03% 0.01% 227 +14,225 415.21% Q4 2025 Feb 12, 2026
Old Port Advisors History Reduced 17,411 1,502 0.37% 0.44% 228 -753 -4.15% Q4 2025 Jan 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 17,368 1,498 0.0% 0.0% 229 -1,025 -5.57% Q4 2025 Feb 10, 2026
Vanguard Personalized Indexing Management, LLC History Added to 17,275 1,490 0.01% 0.02% 230 +60 0.35% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Added to 16,924 1,460 0.07% 0.07% 231 +106 0.63% Q4 2025 Feb 02, 2026
AMG National Trust Bank History Reduced 16,859 1,454 0.03% 0.05% 232 -6,499 -27.82% Q4 2025 Jan 30, 2026
HUTNER CAPITAL MANAGEMENT INC History Reduced 16,606 1,432 0.6% 0.68% 233 -162 -0.97% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Reduced 16,514 1,424 0.02% 0.03% 234 -1,755 -9.61% Q4 2025 Jan 23, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 16,489 1,422 0.03% 0.04% 235 -3,550 -17.72% Q4 2025 Feb 02, 2026
Engineers Gate Manager LP History Added to 16,250 1,401 0.02% 0.01% 236 +3,866 31.22% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 16,231 1,400 0.0% 0.01% 237 -5,934 -26.77% Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Added to 16,046 1,384 0.05% 0.05% 238 +1,506 10.36% Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 16,030 1,382 0.02% 0.03% 239 -4,580 -22.22% Q4 2025 Jan 22, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 15,447 1,332 0.1% 0.17% 240 -7,758 -33.43% Q4 2025 Feb 04, 2026
Argent Trust Co History Added to 15,317 1,321 0.05% 0.05% 241 +1,159 8.19% Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 15,280 1,318 0.0% 0.06% 242 -974,559 -98.46% Q4 2025 Feb 13, 2026
Greenline Partners, LLC History Reduced 15,246 1,315 0.15% 0.18% 243 -498 -3.16% Q4 2025 Feb 17, 2026
Empirical Finance, LLC History Added to 15,139 1,306 0.06% 0.05% 244 +4,050 36.52% Q4 2025 Feb 12, 2026
Empowered Funds, LLC History Added to 15,139 1,306 0.02% 0.01% 245 +3,116 25.92% Q4 2025 Feb 18, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 15,048 1,298 0.01% 0.01% 246 -3,936 -20.73% Q4 2025 Feb 11, 2026
Inlet Private Wealth, LLC History New 14,901 1,285 0.3% — 247 +14,901 New Q4 2025 Jan 21, 2026
GROUP ONE TRADING LLC History Reduced 14,667 1,265 0.0% 0.0% 248 -7,724 -34.5% Q4 2025 Feb 12, 2026
Dakota Wealth Management History Reduced 14,473 1,248 0.02% 0.03% 249 -3,022 -17.27% Q4 2025 Jan 13, 2026
Voya Financial Advisors, Inc. History Reduced 14,221 1,226 0.12% 0.14% 250 -1,563 -9.9% Q4 2025 Feb 13, 2026
BCGM Wealth Management, LLC History Reduced 14,189 1,224 0.31% 0.45% 251 -3,997 -21.98% Q4 2025 Jan 07, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 14,157 1,221 0.03% 0.24% 252 -79,339 -84.86% Q4 2025 Jan 23, 2026
Washington Trust Advisors, Inc. History Reduced 14,115 1,217 0.09% 0.13% 253 -4,225 -23.04% Q4 2025 Feb 03, 2026
Callahan Advisors, LLC History Reduced 13,850 1,194 0.1% 0.16% 254 -5,293 -27.65% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Reduced 13,676 1,179 0.02% 0.02% 255 -1,308 -8.73% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Reduced 13,439 1,159 0.02% 0.03% 256 -2,745 -16.96% Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History Added to 13,420 1,157 0.03% 0.01% 257 +8,896 196.64% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 13,372 1,153 0.01% 0.02% 258 -192 -1.42% Q4 2025 Jan 21, 2026
Nuveen, LLC History Reduced 13,359 1,152 0.0% 0.0% 259 -4,617 -25.68% Q4 2025 Feb 12, 2026
Nicholas Hoffman & Company, LLC. History Added to 13,308 1,148 0.03% 0.02% 260 +3,423 34.63% Q4 2025 Feb 02, 2026
Third View Private Wealth, LLC History New 12,873 1,110 0.15% — 261 +12,873 New Q4 2025 Jan 23, 2026
Leith Wheeler Investment Counsel Ltd. History New 12,740 1,099 0.08% — 262 +12,740 New Q4 2025 Feb 12, 2026
Tanager Wealth Management LLP History Reduced 12,409 1,070 0.11% 0.34% 263 -21,908 -63.84% Q4 2025 Jan 26, 2026
Mystic Asset Management, Inc. History Reduced 12,310 1,061 0.24% 0.27% 264 -343 -2.71% Q4 2025 Jan 28, 2026
Rockefeller Capital Management L.P. History Reduced 12,205 1,053 0.0% 0.0% 265 -3,097 -20.24% Q4 2025 Mar 16, 2026
Lantz Financial LLC History Reduced 11,832 1,020 0.22% 0.39% 266 -6,447 -35.27% Q4 2025 Jan 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 11,790 1,017 0.05% 0.06% 267 -1,480 -11.15% Q4 2025 Feb 02, 2026
AUXIER ASSET MANAGEMENT LLC History Reduced 11,700 1,009 0.14% 0.16% 268 -387 -3.2% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History Added to 11,584 999 0.05% 0.03% 269 +9,221 390.22% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Added to 11,508 995 0.0% 0.0% 270 +7,612 195.38% Q4 2025 Mar 20, 2026
Moors & Cabot, Inc. History Reduced 11,459 988 0.04% 0.05% 271 -930 -7.51% Q4 2025 Feb 10, 2026
FIDUCIARY TRUST CO History Reduced 11,384 982 0.01% 0.01% 272 -1,200 -9.54% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 11,267 972 0.02% 0.04% 273 -9,529 -45.82% Q4 2025 Feb 05, 2026
Crestwood Advisors Group, LLC History Reduced 11,128 960 0.02% 0.42% 274 -248,710 -95.72% Q4 2025 Feb 03, 2026
Westhampton Capital, LLC History Reduced 11,134 960 0.45% 0.55% 275 -647 -5.49% Q4 2025 Jan 30, 2026
Crossmark Global Holdings, Inc. History Reduced 11,127 959 0.01% 0.02% 276 -340 -2.97% Q4 2025 Feb 03, 2026
FULTON BANK, N.A. History Added to 11,082 956 0.03% 0.04% 277 +49 0.44% Q4 2025 Jan 08, 2026
DODGE & COX History No change 11,077 955 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 13, 2026
SEARLE & CO. History Reduced 10,950 944 0.24% 0.3% 279 -1,112 -9.22% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Reduced 10,857 936 0.02% 0.02% 280 -492 -4.34% Q4 2025 Feb 02, 2026
Knollwood Investment Advisory, LLC History No change 10,597 914 0.09% 0.09% 281 0 0.0% Q4 2025 Feb 13, 2026
Lincoln Capital LLC History Reduced 10,468 903 0.16% 0.2% 282 -874 -7.71% Q4 2025 Jan 08, 2026
DRH Investments, Inc. History Reduced 10,342 892 0.82% 6.82% 283 -68,162 -86.83% Q4 2025 Feb 13, 2026
HORAN Wealth, LLC History Reduced 10,344 892 0.14% 0.22% 284 -4,565 -30.62% Q4 2025 Feb 04, 2026
V-Square Quantitative Management LLC History New 10,276 886 0.09% — 285 +10,276 New Q4 2025 Jan 22, 2026
Merit Financial Group, LLC History Added to 10,218 881 0.01% 0.01% 286 +2,108 25.99% Q4 2025 Jan 26, 2026
Rodgers Brothers Inc. History Reduced 10,204 880 0.11% 0.13% 287 -495 -4.63% Q4 2025 Feb 13, 2026
Parvin Asset Management, LLC History Added to 10,170 877 0.7% 0.74% 288 +1,225 13.69% Q4 2025 Feb 17, 2026
Bradyco, Inc. History No change 10,090 870 1.08% 1.09% 289 0 0.0% Q4 2025 Feb 05, 2026
Pine Valley Investments Ltd Liability Co History Reduced 10,049 866 0.04% 0.06% 290 -2,765 -21.58% Q4 2025 Feb 13, 2026
GC Wealth Management RIA, LLC History Added to 10,005 863 0.03% 0.03% 291 +1,826 22.33% Q4 2025 Jan 30, 2026
Autumn Glory Partners, LLC History Added to 9,908 854 0.3% 0.38% 292 +143 1.46% Q4 2025 Jan 27, 2026
Maia Wealth LLC History Reduced 8,527 853 0.15% 0.15% 294 -1,136 -11.76% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Reduced 9,898 853 0.26% 0.95% 293 -206 -2.04% Q4 2025 Feb 17, 2026
HF Advisory Group, LLC History Added to 9,876 851 0.3% 0.34% 295 +62 0.63% Q4 2025 Jan 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 9,833 848 0.02% 0.03% 296 -2,573 -20.74% Q4 2025 Jan 27, 2026
PINNACLE ASSOCIATES LTD History Reduced 9,817 846 0.01% 0.01% 297 -951 -8.83% Q4 2025 Feb 05, 2026
Joel Isaacson & Co., LLC History Reduced 9,808 846 0.03% 0.03% 298 -140 -1.41% Q4 2025 Jan 30, 2026
Havemeyer Place LP History New 9,789 844 0.17% — 299 +9,789 New Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History Reduced 9,757 841 0.04% 0.05% 300 -1,445 -12.9% Q4 2025 Jan 16, 2026
Kovack Advisors, Inc. History New 9,689 835 0.04% — 301 +9,689 New Q4 2025 Feb 17, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 9,520 821 0.32% — 302 +9,520 New Q4 2025 Jan 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 9,430 813 0.0% 0.0% 303 -1,955 -17.17% Q4 2025 Jan 30, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 9,407 811 0.01% 0.01% 304 -141 -1.48% Q4 2025 Feb 02, 2026
CoreCap Advisors, LLC History Reduced 9,374 808 0.03% 0.04% 305 -2,423 -20.54% Q4 2025 Jan 13, 2026
Private Advisor Group, LLC History Reduced 9,331 805 0.0% 0.0% 306 -135 -1.43% Q4 2025 Feb 17, 2026
Tevis Investment Management History No change 8,294 791 0.48% 0.48% 307 0 0.0% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 9,162 790 0.01% 0.01% 308 -5,382 -37.0% Q4 2025 Feb 13, 2026
TWIN CITY PRIVATE WEALTH, LLC History Reduced 9,147 789 0.6% 0.68% 309 -47 -0.51% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 9,009 777 0.0% 0.0% 310 -979 -9.8% Q4 2025 Feb 18, 2026
Premier Path Wealth Partners, LLC History Reduced 8,886 766 0.1% 0.15% 311 -3,178 -26.34% Q4 2025 Jan 22, 2026
Vise Technologies, Inc. History Added to 8,854 763 0.01% 0.03% 313 +1,397 18.73% Q4 2025 Feb 11, 2026
Sterling Capital Management LLC History Added to 8,852 763 0.01% 0.01% 312 +890 11.18% Q4 2025 Feb 13, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History Reduced 8,831 761 0.48% 0.9% 314 -6,948 -44.03% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Added to 8,813 760 0.02% 0.02% 315 +277 3.25% Q4 2025 Jan 28, 2026
Raleigh Capital Management Inc. History Added to 8,768 756 0.27% 0.31% 316 +234 2.74% Q4 2025 Jan 21, 2026
Wealthspire Advisors, LLC History Added to 8,736 753 0.01% 0.0% 317 +773 9.71% Q4 2025 Feb 13, 2026
Keystone Financial Group History Reduced 8,464 730 0.05% 0.07% 318 -1,337 -13.64% Q4 2025 Feb 06, 2026
First Bank & Trust History Reduced 8,299 715 0.12% 0.17% 319 -2,590 -23.79% Q4 2025 Jan 12, 2026
INGALLS & SNYDER LLC History Reduced 8,228 710 0.03% 0.03% 320 -2,899 -26.05% Q4 2025 Feb 13, 2026
Euro Pacific Asset Management, LLC History Reduced 7,381 710 0.08% 0.1% 321 -802 -9.8% Q4 2025 Jan 21, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 8,213 708 0.04% 0.05% 322 +259 3.26% Q4 2025 Feb 10, 2026
CENTAURUS FINANCIAL, INC. History Reduced 8,179 706 0.03% 0.05% 323 -3,269 -28.56% Q4 2025 Feb 13, 2026
STATE STREET CORP History No change 8,180 705 0.0% 0.0% 324 0 0.0% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 8,091 698 0.01% 0.01% 325 -1,437 -15.08% Q4 2025 Jan 05, 2026
Step Capital Management Pte. Ltd. History New 8,000 690 0.32% — 327 +8,000 New Q4 2025 Jan 21, 2026
Militia Capital Partners, LP History No change 8,000 690 0.26% 0.35% 326 0 0.0% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Added to 7,992 689 0.01% 0.01% 328 +153 1.95% Q4 2025 Feb 02, 2026
Optimist Retirement Group LLC History Reduced 7,983 688 0.32% 0.95% 329 -14,104 -63.86% Q4 2025 Feb 09, 2026
COURIER CAPITAL LLC History Reduced 7,924 683 0.04% 0.06% 330 -2,769 -25.9% Q4 2025 Jan 29, 2026
TORONTO DOMINION BANK History Reduced 7,800 672 0.0% 0.0% 331 -10,000 -56.18% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 7,763 669 0.0% 0.0% 332 -496 -6.01% Q4 2025 Feb 10, 2026
OPPENHEIMER & CO INC History Reduced 7,665 661 0.01% 0.02% 333 -9,169 -54.47% Q4 2025 Feb 02, 2026
CRUX WEALTH ADVISORS History Added to 7,671 661 0.25% 0.29% 334 +84 1.11% Q4 2025 Jan 21, 2026
Councilmark Asset Management, LLC History Reduced 7,655 660 0.37% 0.45% 335 -494 -6.06% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Reduced 7,645 659 0.0% 0.01% 336 -7,265 -48.73% Q4 2025 Feb 18, 2026
Beverly Hills Private Wealth, LLC History Reduced 7,512 648 0.11% 0.28% 337 -9,012 -54.54% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 7,423 640 0.01% 0.01% 338 -565 -7.07% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 7,368 635 0.01% 0.01% 339 +880 13.56% Q4 2025 Jan 20, 2026
Modera Wealth Management, LLC History Reduced 7,326 632 0.01% 0.01% 340 -113 -1.52% Q4 2025 Jan 21, 2026
Sound View Wealth Advisors Group, LLC History Reduced 7,312 630 0.04% 0.06% 342 -1,901 -20.63% Q4 2025 Jan 08, 2026
Boston Trust Walden Corp History Reduced 7,306 630 0.0% 0.01% 341 -681 -8.53% Q4 2025 Jan 28, 2026
Bull Street Advisors, LLC History Reduced 7,285 628 0.29% 0.33% 343 -130 -1.75% Q4 2025 Jan 28, 2026
Northwest & Ethical Investments L.P. History Added to 7,075 610 0.01% 0.01% 344 +3,073 76.79% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Added to 7,007 604 0.02% 0.01% 345 +2,971 73.61% Q4 2025 Feb 06, 2026
Vontobel Holding Ltd. History No change 7,000 603 0.0% 0.0% 346 0 0.0% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 6,940 598 0.0% 0.0% 347 -616 -8.15% Q4 2025 Feb 13, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 6,888 594 0.25% 0.27% 348 +39 0.57% Q4 2025 Jan 14, 2026
Lotus Technology Management, LP History New 6,731 580 0.32% — 350 +6,731 New Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Added to 6,729 580 0.0% 0.0% 349 +2,340 53.32% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 6,580 567 0.02% 0.03% 352 -1,756 -21.07% Q4 2025 Jan 12, 2026
Jacobi Capital Management LLC History Reduced 6,581 567 0.03% 0.05% 351 -1,389 -17.43% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Reduced 6,571 566 0.01% 0.01% 353 -712 -9.78% Q4 2025 Feb 17, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 6,512 561 0.04% 0.05% 354 -868 -11.76% Q4 2025 Feb 02, 2026
FLOW TRADERS U.S. LLC History New 6,444 556 0.02% — 355 +6,444 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 6,385 550 0.01% 0.01% 356 +2,912 83.85% Q4 2025 Feb 06, 2026
Allspring Global Investments Holdings, LLC History Added to 6,310 549 0.0% 0.0% 357 +1,507 31.38% Q4 2025 Jan 15, 2026
Snowden Capital Advisors LLC History Reduced 6,366 549 0.01% 0.02% 358 -1,136 -15.14% Q4 2025 Feb 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 6,342 547 0.03% 0.05% 359 -839 -11.68% Q4 2025 Jan 21, 2026
Three Bridge Wealth Advisors, LLC History Added to 6,331 546 0.14% 0.15% 360 +85 1.36% Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History Added to 6,262 540 0.04% 0.02% 361 +4,115 191.66% Q4 2025 Jan 29, 2026
Naviter Wealth, LLC History Reduced 6,248 538 0.07% 0.1% 362 -3,148 -33.5% Q4 2025 Jan 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 6,165 531 0.04% 0.04% 363 +297 5.06% Q4 2025 Jan 23, 2026
CHOREO, LLC History Added to 6,095 527 0.01% 0.01% 364 +513 9.19% Q4 2025 Jan 23, 2026
ABSHER WEALTH MANAGEMENT, LLC History Added to 6,073 523 0.06% 0.07% 365 +250 4.29% Q4 2025 Jan 28, 2026
BAHL & GAYNOR INC History No change 6,012 518 0.0% 0.0% 366 0 0.0% Q4 2025 Feb 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 5,998 517 0.01% — 367 +5,998 New Q4 2025 Feb 17, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 5,995 517 0.04% 0.05% 368 +26 0.44% Q4 2025 Jan 16, 2026
Sandy Cove Advisors, LLC History No change 6,000 517 0.15% 0.18% 369 0 0.0% Q4 2025 Feb 09, 2026
Patriot Financial Group Insurance Agency, LLC History New 5,991 516 0.06% — 370 +5,991 New Q4 2025 Jan 26, 2026
SPWM Advisors LLC History New 5,973 515 0.49% — 371 +5,973 New Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 5,735 510 0.01% 0.01% 372 -118 -2.02% Q4 2025 Jan 21, 2026
Hilltop Holdings Inc. History Added to 5,885 507 0.03% 0.03% 373 +344 6.21% Q4 2025 Feb 17, 2026
Addison Capital Co History Reduced 5,875 506 0.13% 0.21% 374 -1,421 -19.48% Q4 2025 Feb 02, 2026
Citizens National Bank Trust Department History Reduced 5,805 500 0.09% 0.13% 375 -2,100 -26.57% Q4 2025 Jan 30, 2026
R Squared Ltd History New 5,768 497 0.23% — 376 +5,768 New Q4 2025 Jan 30, 2026
GLENMEDE TRUST CO NA History New 5,676 489 0.0% — 377 +5,676 New Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK OF OMAHA History New 5,620 486 0.01% — 378 +5,620 New Q4 2025 Feb 13, 2026
Kovitz Investment Group Partners, LLC History Reduced 5,514 475 0.01% 0.01% 379 -8,953 -61.89% Q4 2025 Feb 20, 2026
CHICAGO TRUST Co NA History New 5,496 474 0.07% — 380 +5,496 New Q4 2025 Feb 17, 2026
DecisionMap Wealth Management, LLC History Added to 5,482 472 0.29% 0.29% 381 +752 15.9% Q4 2025 Jan 07, 2026
IEQ CAPITAL, LLC History Reduced 5,439 469 0.0% 0.0% 382 -100 -1.81% Q4 2025 Feb 13, 2026
Legacy Capital Wealth Partners, LLC History Added to 5,399 465 0.1% 0.09% 383 +969 21.87% Q4 2025 Jan 16, 2026
Retirement Planning Co of New England, Inc. History Reduced 5,399 465 0.19% 0.22% 384 -285 -5.01% Q4 2025 Jan 28, 2026
Colonial Trust Advisors History Reduced 5,390 464 0.03% 0.07% 385 -3,488 -39.29% Q4 2025 Feb 12, 2026
Portside Wealth Group, LLC History Added to 5,327 459 0.06% 0.07% 386 +72 1.37% Q4 2025 Jan 21, 2026
SBI Securities Co., Ltd. History Added to 5,310 458 0.01% 0.01% 387 +397 8.08% Q4 2025 Feb 03, 2026
Rossmore Private Capital History Reduced 5,254 453 0.04% 0.05% 388 -100 -1.87% Q4 2025 Feb 05, 2026
Bangor Savings Bank History Reduced 5,201 448 0.04% 0.05% 389 -484 -8.51% Q4 2025 Jan 16, 2026
Newbridge Financial Services Group, Inc. History New 5,159 445 0.07% — 391 +5,159 New Q4 2025 Jan 21, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 5,167 445 0.0% 0.0% 390 -911 -14.99% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 5,106 440 0.01% 0.01% 392 -40 -0.78% Q4 2025 Jan 28, 2026
UMB Bank, n.a. History Added to 5,085 438 0.01% 0.01% 393 +535 11.76% Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History Added to 5,008 433 0.04% 0.05% 394 +20 0.4% Q4 2025 Feb 17, 2026
Investors Research Corp History Added to 5,002 431 0.08% 0.0% 395 +4,939 7839.68% Q4 2025 Jan 06, 2026
TT Capital Management LLC History Added to 4,998 431 0.34% 0.26% 396 +1,485 42.27% Q4 2025 Feb 11, 2026
Wynn Capital, LLC History Added to 4,994 430 0.21% 0.23% 397 +122 2.5% Q4 2025 Jan 13, 2026
Douglass Winthrop Advisors, LLC History Reduced 4,973 429 0.01% 0.01% 398 -65 -1.29% Q4 2025 Feb 12, 2026
MQS Management LLC History Added to 4,950 427 0.25% 0.24% 400 +623 14.4% Q4 2025 Feb 09, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 4,953 427 0.07% 0.08% 399 +35 0.71% Q4 2025 Jan 22, 2026
Advisors Asset Management, Inc. History Reduced 4,922 424 0.01% 0.01% 401 -1,169 -19.19% Q4 2025 Feb 12, 2026
Welch Group, LLC History Reduced 4,872 420 0.02% 0.02% 402 -628 -11.42% Q4 2025 Jan 26, 2026
CULLEN/FROST BANKERS, INC. History Added to 4,863 419 0.0% 0.01% 403 +5 0.1% Q4 2025 Feb 06, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 4,850 418 0.03% 0.04% 404 0 0.0% Q4 2025 Jan 14, 2026
ADVISORTRUST PARTNERS, LLC History New 4,770 411 0.18% — 406 +4,770 New Q4 2025 Mar 10, 2026
FIFTH THIRD BANCORP History Reduced 4,767 411 0.0% 0.0% 405 -470 -8.97% Q4 2025 Feb 02, 2026
Capstone Capital Management Ltd History New 4,744 409 0.39% — 407 +4,744 New Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Reduced 4,693 404 0.0% 0.0% 408 -15 -0.32% Q4 2025 Jan 26, 2026
Asset Management One Co., Ltd. History Added to 4,629 399 0.0% 0.0% 409 +1,365 41.82% Q4 2025 Jan 27, 2026
Grove Bank & Trust History Reduced 4,572 394 0.04% 0.08% 410 -2,181 -32.3% Q4 2025 Jan 08, 2026
Ervin Investment Management, LLC History Reduced 4,576 394 0.22% 0.28% 411 -525 -10.29% Q4 2025 Jan 23, 2026
Tranquilli Financial Advisor LLC History Added to 4,549 392 0.23% 0.24% 412 +254 5.91% Q4 2025 Jan 27, 2026
Generation Capital Management LLC History No change 4,555 392 0.25% 0.31% 413 0 0.0% Q4 2025 Feb 13, 2026
Auxano Advisors, LLC History Reduced 4,543 391 0.08% 0.1% 414 -311 -6.41% Q4 2025 Feb 06, 2026
BOSTON FAMILY OFFICE LLC History Reduced 4,516 390 0.02% 0.03% 415 -232 -4.89% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 4,423 381 0.01% 0.01% 416 -81 -1.8% Q4 2025 Feb 19, 2026
Venturi Wealth Management, LLC History Added to 4,367 376 0.02% 0.01% 417 +1,582 56.8% Q4 2025 Jan 22, 2026
Atlantic Union Bankshares Corp History Reduced 4,260 367 0.01% 0.01% 418 -253 -5.61% Q4 2025 Feb 04, 2026
HANCOCK WHITNEY CORP History Reduced 4,237 365 0.01% 0.01% 419 -496 -10.48% Q4 2025 Feb 17, 2026
Aberdeen Wealth Management LLC History Reduced 4,220 364 0.17% 0.28% 420 -438 -9.4% Q4 2025 Feb 12, 2026
Titan Wealth (CI) Ltd History New 4,200 362 0.14% — 421 +4,200 New Q4 2025 Feb 17, 2026
Indivisible Partners History New 4,174 360 0.04% — 423 +4,174 New Q4 2025 Feb 03, 2026
Arax Advisory Partners History Reduced 4,599 360 0.01% 0.01% 422 -343 -6.94% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 4,161 359 0.0% 0.0% 424 +611 17.21% Q4 2025 Feb 05, 2026
Aaron Wealth Advisors LLC History Added to 4,139 357 0.02% 0.02% 425 +1,105 36.42% Q4 2025 Jan 21, 2026
SAPIENT CAPITAL LLC History Added to 4,119 356 0.0% 0.01% 426 +54 1.33% Q4 2025 Feb 05, 2026
LAZARI CAPITAL MANAGEMENT, INC. History New 4,117 355 0.12% — 428 +4,117 New Q4 2025 Jan 29, 2026
Independence Bank of Kentucky History Reduced 4,115 355 0.04% 0.05% 427 -60 -1.44% Q4 2025 Jan 20, 2026
Cohen Investment Advisors LLC History Reduced 4,107 354 0.16% 0.19% 429 -27 -0.65% Q4 2025 Jan 15, 2026
Heritage Wealth Advisors History No change 4,086 352 0.01% 0.02% 430 0 0.0% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 4,070 351 0.0% 0.0% 431 -1,414 -25.78% Q4 2025 Feb 03, 2026
WEALTH ALLIANCE, LLC History Added to 4,027 347 0.03% 0.03% 432 +549 15.78% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 3,970 339 0.02% 0.01% 433 +1,537 63.17% Q4 2025 Mar 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 3,867 333 0.0% 0.01% 434 -588 -13.2% Q4 2025 Jan 29, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 3,858 332 0.09% 0.06% 435 +1,401 57.02% Q4 2025 Feb 05, 2026
Ballentine Partners, LLC History Added to 3,850 332 0.0% 0.0% 436 +299 8.42% Q4 2025 Feb 03, 2026
FIRST HORIZON CORP History Added to 3,840 331 0.01% 0.02% 437 +84 2.24% Q4 2025 Jan 27, 2026
Mill Capital Management, LLC History Reduced 3,798 327 0.02% 0.04% 438 -2,376 -38.48% Q4 2025 Feb 11, 2026
Jump Financial, LLC History New 3,788 326 0.0% — 439 +3,788 New Q4 2025 Feb 17, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Reduced 3,781 326 0.04% 0.05% 440 -446 -10.55% Q4 2025 Jan 15, 2026
Columbia Asset Management History No change 3,723 321 0.06% 0.07% 441 0 0.0% Q4 2025 Jan 28, 2026
Stratos Wealth Partners, LTD. History Reduced 3,700 319 0.0% 0.01% 443 -3,103 -45.61% Q4 2025 Jan 20, 2026
REGIONS FINANCIAL CORP History Reduced 3,703 319 0.0% 0.0% 442 -1,867 -33.52% Q4 2025 Jan 27, 2026
Sage Investment Counsel LLC History Added to 3,700 319 0.35% 0.37% 446 +200 5.71% Q4 2025 Jan 23, 2026
DMC Group, LLC History Added to 3,705 319 0.21% 0.23% 445 +199 5.68% Q4 2025 Jan 21, 2026
Affiance Financial, LLC History No change 3,702 319 0.05% 0.06% 444 0 0.0% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Reduced 3,826 318 0.01% 0.01% 447 -841 -18.02% Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Reduced 3,697 318 0.01% 0.01% 448 -839 -18.5% Q4 2025 Jan 29, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 3,655 315 0.09% 0.12% 449 -485 -11.71% Q4 2025 Feb 09, 2026
Independent Advisor Alliance History New 3,646 314 0.01% — 450 +3,646 New Q4 2025 Feb 04, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 3,629 313 0.1% 0.1% 451 +381 11.73% Q4 2025 Jan 27, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 3,612 311 0.01% — 452 +3,612 New Q4 2025 Feb 13, 2026
Advisor OS, LLC History Added to 3,603 310 0.02% 0.03% 453 +6 0.17% Q4 2025 Feb 04, 2026
Koss-Olinger Consulting, LLC History Reduced 3,579 309 0.02% 0.07% 455 -4,567 -56.06% Q4 2025 Feb 10, 2026
LRI Investments, LLC History Reduced 3,592 309 0.02% 0.03% 456 -888 -19.82% Q4 2025 Feb 04, 2026
Williams Jones Wealth Management, LLC. History Reduced 3,585 309 0.0% 0.0% 454 -273 -7.08% Q4 2025 Feb 13, 2026
Core Alternative Capital History Reduced 3,581 308 0.08% 0.11% 457 -325 -8.32% Q4 2025 Feb 02, 2026
Manske Wealth Management History New 3,563 307 0.09% — 458 +3,563 New Q4 2025 Feb 03, 2026
Occidental Asset Management, LLC History Added to 3,544 305 0.04% 0.04% 459 +59 1.69% Q4 2025 Jan 08, 2026
Apollon Wealth Management, LLC History Reduced 3,509 302 0.01% 0.01% 460 -398 -10.19% Q4 2025 Jan 22, 2026
Legacy Capital Group California, Inc. History Added to 3,507 302 0.07% 0.08% 461 +61 1.77% Q4 2025 Jan 28, 2026
HARRIS ASSOCIATES L P History Reduced 3,495 301 0.0% 0.0% 462 -1,639 -31.92% Q4 2025 Feb 17, 2026
Alhambra Investment Management LLC History Added to 3,455 298 0.14% 0.15% 463 +150 4.54% Q4 2025 Jan 15, 2026
Ramsay, Stattman, Vela & Price, Inc. History Reduced 3,437 296 0.05% 0.08% 464 -1,110 -24.41% Q4 2025 Jan 23, 2026
1900 WEALTH MANAGEMENT LLC History Added to 3,428 295 0.02% 0.02% 465 +192 5.93% Q4 2025 Jan 20, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 3,408 294 0.09% 0.11% 466 -219 -6.04% Q4 2025 Feb 03, 2026
Cypress Capital Group History No change 3,400 293 0.03% 0.04% 467 0 0.0% Q4 2025 Feb 11, 2026
HighPoint Advisor Group LLC History Reduced 3,384 291 0.01% 0.02% 468 -1,307 -27.86% Q4 2025 Feb 04, 2026
Stokes Family Office, LLC History Reduced 3,376 291 0.03% 0.04% 469 -620 -15.52% Q4 2025 Feb 18, 2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE History Reduced 3,331 287 0.09% 0.06% 470 -50 -1.48% Q4 2025 Jan 20, 2026
Venture Visionary Partners LLC History Reduced 2,881 283 0.01% 0.01% 471 -1,445 -33.4% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 3,265 282 0.01% 0.02% 473 +407 14.24% Q4 2025 Feb 13, 2026
INTRUST BANK NA History Added to 3,270 282 0.02% 0.02% 472 +138 4.41% Q4 2025 Feb 06, 2026
Pinnacle West Asset Management, Inc. History Reduced 3,255 281 0.18% 0.2% 474 -10 -0.31% Q4 2025 Feb 10, 2026
Summit Trail Advisors, LLC History Reduced 3,224 278 0.0% 0.0% 475 -168 -4.95% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Reduced 3,200 276 0.0% 0.1% 476 -260,513 -98.79% Q4 2025 Feb 11, 2026
Stonebridge Capital Advisors LLC History Reduced 3,198 275 0.02% 0.03% 477 -1,289 -28.73% Q4 2025 Feb 12, 2026
Keudell/Morrison Wealth Management History New 3,178 274 0.06% — 478 +3,178 New Q4 2025 Feb 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 3,173 273 0.02% 0.03% 479 -1,108 -25.88% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Reduced 3,157 272 0.01% 0.01% 480 -234 -6.9% Q4 2025 Feb 19, 2026
Oregon Pacific Wealth Management, LLC History Added to 3,154 272 0.28% 0.26% 481 +25 0.8% Q4 2025 Jan 16, 2026
Radnor Capital Management, LLC History Reduced 3,152 271 0.04% 0.13% 482 -5,479 -63.48% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 3,116 269 0.0% 0.0% 483 -313 -9.13% Q4 2025 Jan 26, 2026
Summit Financial, LLC History Reduced 3,121 269 0.0% 0.0% 484 -113 -3.49% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Reduced 3,109 268 0.0% 0.01% 485 -2,537 -44.93% Q4 2025 Feb 18, 2026
Pinnacle Wealth Planning Services, Inc. History New 3,086 266 0.03% — 488 +3,086 New Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Reduced 3,088 266 0.02% 0.03% 487 -1,073 -25.79% Q4 2025 Feb 20, 2026
Sather Financial Group Inc History No change 3,093 266 0.01% 0.02% 486 0 0.0% Q4 2025 Jan 26, 2026
GQG Partners LLC History Reduced 3,076 265 0.0% 0.2% 490 -1,331,326 -99.77% Q4 2025 Feb 13, 2026
OLD NATIONAL BANCORP /IN/ History Added to 3,076 265 0.0% 0.0% 489 +677 28.22% Q4 2025 Jan 28, 2026
Essex Financial Services, Inc. History Reduced 3,051 263 0.01% 0.02% 491 -1,168 -27.68% Q4 2025 Feb 10, 2026
Sky Investment Group LLC History Reduced 3,042 262 0.04% 0.07% 492 -1,215 -28.54% Q4 2025 Jan 14, 2026
Florida Trust Wealth Management Co History Reduced 3,018 260 0.01% 0.02% 493 -3,683 -54.96% Q4 2025 Jan 20, 2026
Wilmington Savings Fund Society, FSB History Reduced 3,006 259 0.01% 0.01% 494 -1,207 -28.65% Q4 2025 Feb 12, 2026
SummitTX Capital, L.P. History New 2,997 258 0.01% — 498 +2,997 New Q4 2025 Feb 17, 2026
Allworth Financial LP History New 2,991 258 0.0% — 495 +2,991 New Q4 2025 Feb 05, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 2,992 258 0.01% 0.01% 496 +114 3.96% Q4 2025 Feb 05, 2026
COERENTE CAPITAL MANAGEMENT History No change 3,000 258 0.05% 0.05% 497 0 0.0% Q4 2025 Jan 23, 2026
Fisher Asset Management, LLC History Reduced 2,968 256 0.0% 0.0% 499 -927 -23.8% Q4 2025 Feb 09, 2026
NEW WAVE WEALTH ADVISORS LLC History New 2,964 255 0.09% — 500 +2,964 New Q4 2025 Jan 21, 2026
Murphy Pohlad Asset Management LLC History Reduced 2,952 254 0.1% 0.11% 501 -125 -4.06% Q4 2025 Feb 09, 2026
Glenview Trust Co History Added to 2,928 252 0.0% 0.0% 502 +104 3.68% Q4 2025 Feb 09, 2026
Foster Victor Wealth Advisors, LLC History Added to 2,828 250 0.01% 0.01% 503 +748 35.96% Q4 2025 Jan 26, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 2,891 249 0.03% 0.06% 505 -1,413 -32.83% Q4 2025 Jan 23, 2026
FIRST NATIONAL TRUST CO History No change 2,891 249 0.01% 0.01% 504 0 0.0% Q4 2025 Feb 09, 2026
Perigon Wealth Management, LLC History Added to 2,869 247 0.0% 0.01% 506 +219 8.26% Q4 2025 Jan 16, 2026
Verdence Capital Advisors LLC History Reduced 2,861 246 0.01% 0.04% 507 -4,935 -63.3% Q4 2025 Jan 29, 2026
Quadcap Wealth Management, LLC History Reduced 2,856 246 0.03% 0.03% 508 -192 -6.3% Q4 2025 Jan 29, 2026
Brown Miller Wealth Management, LLC History Reduced 2,848 245 0.07% 0.15% 509 -2,702 -48.68% Q4 2025 Jan 23, 2026
JLB & ASSOCIATES INC History Reduced 2,817 243 0.03% 0.09% 510 -4,333 -60.6% Q4 2025 Feb 03, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 2,819 243 0.04% 0.11% 511 -3,368 -54.44% Q4 2025 Jan 16, 2026
Brookstone Capital Management History Reduced 2,827 243 0.0% 0.0% 513 -134 -4.53% Q4 2025 Jan 15, 2026
VISION FINANCIAL MARKETS LLC History Added to 2,821 243 0.25% 0.23% 512 +4 0.14% Q4 2025 Jan 22, 2026
REXFORD CAPITAL INC History Reduced 2,808 242 0.18% 0.27% 515 -900 -24.27% Q4 2025 Feb 17, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 2,806 242 0.06% 0.06% 514 -158 -5.33% Q4 2025 Jan 08, 2026
FCA CORP /TX History No change 2,800 241 0.07% 0.07% 516 0 0.0% Q4 2025 Feb 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 2,792 240 0.01% 0.02% 517 +141 5.32% Q4 2025 Feb 12, 2026
Carson Advisory Inc. History Reduced 2,713 234 0.12% 0.22% 518 -1,550 -36.36% Q4 2025 Feb 12, 2026
AlphaCore Capital LLC History Reduced 2,710 233 0.01% 0.01% 520 -1,171 -30.17% Q4 2025 Feb 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 2,710 233 0.01% 0.01% 519 -443 -14.05% Q4 2025 Feb 03, 2026
Chevy Chase Trust Holdings, LLC History Reduced 2,694 232 0.0% 0.0% 521 -19 -0.7% Q4 2025 Feb 13, 2026
Gallacher Capital Management LLC History Reduced 2,674 230 0.09% 0.16% 523 -1,568 -36.96% Q4 2025 Feb 03, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 2,674 230 0.0% 0.0% 524 -124 -4.43% Q4 2025 Feb 11, 2026
SUMMITRY LLC History No change 2,675 230 0.01% 0.01% 522 0 0.0% Q4 2025 Feb 09, 2026
Blue Trust, Inc. History Reduced 2,654 228 0.0% 0.0% 525 -1,522 -36.45% Q4 2025 Jan 16, 2026
Aviso Financial Inc. History Reduced 2,647 228 0.01% 0.01% 526 -415 -13.55% Q4 2025 Feb 13, 2026
Van Diest Capital, LLC History New 2,617 225 0.34% — 527 +2,617 New Q4 2025 Feb 19, 2026
Bridgewater Advisors Inc. History Reduced 2,475 224 0.01% 0.02% 529 -227 -8.4% Q4 2025 Jan 23, 2026
Clearstead Advisors, LLC History Added to 2,604 224 0.0% 0.0% 528 +1 0.04% Q4 2025 Feb 09, 2026
Dynamic Advisor Solutions LLC History Reduced 2,575 222 0.01% 0.01% 530 -266 -9.36% Q4 2025 Jan 09, 2026
Zuckerman Investment Group, LLC History No change 2,555 220 0.02% 0.02% 531 0 0.0% Q4 2025 Feb 13, 2026
Ellevest, Inc. History Reduced 2,506 216 0.03% 0.06% 532 -1,765 -41.33% Q4 2025 Feb 10, 2026
WILKINS INVESTMENT COUNSEL INC History No change 2,500 215 0.03% 0.03% 533 0 0.0% Q4 2025 Feb 02, 2026
Lido Advisors, LLC History New 2,271 214 0.0% — 534 +2,271 New Q4 2025 Feb 10, 2026
Code Waechter LLC History New 2,469 213 0.14% — 536 +2,469 New Q4 2025 Jan 26, 2026
STOCK YARDS BANK & TRUST CO History Reduced 2,476 213 0.01% 0.01% 535 -837 -25.26% Q4 2025 Jan 21, 2026
Canvas Wealth Advisors, LLC History Reduced 2,459 212 0.04% 0.07% 538 -1,606 -39.51% Q4 2025 Jan 12, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 1,540 212 0.1% — 537 +1,540 New Q4 2025 Jan 09, 2026
May Hill Capital, LLC History New 2,454 211 0.03% — 542 +2,454 New Q4 2025 Feb 05, 2026
Trek Financial, LLC History New 2,449 211 0.01% — 540 +2,449 New Q4 2025 Feb 04, 2026
Independence Wealth Advisors, LLC History New 2,449 211 0.12% — 541 +2,449 New Q4 2025 Jan 09, 2026
Dorsey & Whitney Trust CO LLC History Reduced 2,446 211 0.01% 0.01% 539 -156 -6.0% Q4 2025 Feb 11, 2026
BFSG, LLC History New 2,440 210 0.02% — 543 +2,440 New Q4 2025 Jan 22, 2026
Permanent Capital Management, LP History Reduced 2,436 210 0.04% 0.05% 545 -380 -13.49% Q4 2025 Jan 07, 2026
Essex Bank History No change 2,444 210 0.05% 0.05% 544 0 0.0% Q4 2025 Feb 02, 2026
COWA, LLC History New 2,425 209 0.06% — 547 +2,425 New Q4 2025 Feb 12, 2026
Calydon Capital History Added to 2,434 209 0.04% 0.04% 546 +27 1.12% Q4 2025 Feb 17, 2026
NORDEN GROUP LLC History Reduced 2,421 208 0.02% 0.04% 548 -1,368 -36.1% Q4 2025 Jan 13, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 2,385 205 0.03% 0.04% 549 -275 -10.34% Q4 2025 Feb 10, 2026
LVW Advisors, LLC History Reduced 2,375 204 0.02% 0.04% 551 -1,853 -43.83% Q4 2025 Jan 14, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 2,375 204 0.04% 0.08% 552 -1,027 -30.19% Q4 2025 Feb 02, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,372 204 0.0% 0.0% 550 0 0.0% Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Reduced 2,359 203 0.01% 0.01% 553 -292 -11.01% Q4 2025 Jan 30, 2026
Private Wealth Asset Management, LLC History Reduced 2,353 202 0.02% 0.05% 554 -1,965 -45.51% Q4 2025 Feb 10, 2026
Lester Murray Antman dba SimplyRich History No change 2,340 201 0.05% 0.06% 555 0 0.0% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Reduced 2,329 200 0.0% 0.01% 557 -1,669 -41.75% Q4 2025 Feb 04, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 2,327 200 0.01% 0.02% 556 -600 -20.5% Q4 2025 Jan 13, 2026
Fortitude Family Office, LLC History Added to 2,242 193 0.04% 0.06% 558 +8 0.36% Q4 2025 Jan 15, 2026
PRIVATE TRUST CO NA History Reduced 2,235 192 0.02% 0.02% 560 -381 -14.56% Q4 2025 Jan 26, 2026
SouthState Bank Corp History Reduced 2,233 192 0.01% 0.01% 559 -287 -11.39% Q4 2025 Feb 11, 2026
Park Place Capital Corp History Reduced 2,187 188 0.04% 0.05% 561 -365 -14.3% Q4 2025 Jan 09, 2026
SITTNER & NELSON, LLC History Added to 1,874 181 0.06% 0.01% 562 +1,596 574.1% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 2,066 178 0.0% 0.0% 563 +341 19.77% Q4 2025 Feb 06, 2026
China Universal Asset Management Co., Ltd. History Reduced 1,884 162 0.01% 0.03% 564 -2,233 -54.24% Q4 2025 Jan 29, 2026
Anchor Investment Management, LLC History Reduced 1,869 161 0.01% 0.02% 565 -656 -25.98% Q4 2025 Feb 26, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 1,850 159 0.0% 0.01% 566 -71 -3.7% Q4 2025 Feb 03, 2026
Bruce G. Allen Investments, LLC History Added to 1,842 158 0.11% 0.11% 567 +218 13.42% Q4 2025 Feb 10, 2026
DV Trading LLC History New 1,556 134 0.0% — 568 +1,556 New Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 1,524 131 0.01% 0.01% 569 -68 -4.27% Q4 2025 Feb 06, 2026
LOM Asset Management Ltd History Reduced 1,500 129 0.04% 0.05% 570 -200 -11.76% Q4 2025 Jan 23, 2026
Capital Analysts, LLC History Reduced 1,477 128 0.0% 0.0% 571 -30 -1.99% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Reduced 1,494 128 0.01% 0.01% 572 -6 -0.4% Q4 2025 Jan 05, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 1,400 120 0.02% 0.95% 573 -46,867 -97.1% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 1,384 119 0.0% — 574 +1,384 New Q4 2025 Feb 17, 2026
Colonial Trust Co / SC History Reduced 1,337 115 0.02% 0.04% 575 -2,042 -60.43% Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History Reduced 1,308 112 0.01% 0.03% 576 -1,387 -51.47% Q4 2025 Jan 08, 2026
Crewe Advisors LLC History No change 1,270 109 0.01% 0.01% 577 0 0.0% Q4 2025 Jan 16, 2026
United Community Bank History Reduced 1,250 107 0.04% 0.11% 578 -2,540 -67.02% Q4 2025 Jan 30, 2026
Quent Capital, LLC History Added to 1,225 105 0.01% — 579 +1,221 30525.0% Q4 2025 Jan 29, 2026
Transamerica Financial Advisors, LLC History Added to 1,160 100 0.01% 0.01% 580 +355 44.1% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History Added to 1,111 95 0.01% 0.01% 581 +11 1.0% Q4 2025 Jan 12, 2026
TUCKER ASSET MANAGEMENT LLC History New 1,098 94 0.03% — 582 +1,098 New Q4 2025 Feb 05, 2026
Central Pacific Bank - Trust Division History No change 1,100 94 0.01% 0.01% 583 0 0.0% Q4 2025 Jan 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,070 92 0.0% — 584 +1,070 New Q4 2025 Feb 13, 2026
Meramec Financial Planners, LLC History New 932 90 0.04% — 585 +932 New Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,036 89 0.0% 0.0% 586 -2,261 -68.58% Q4 2025 Feb 09, 2026
Leonteq Securities AG History Added to 1,020 87 0.0% 0.0% 587 +998 4536.36% Q4 2025 Feb 06, 2026
CX Institutional History Reduced 1,005 87 0.0% 0.0% 588 -606 -37.62% Q4 2025 Feb 02, 2026
Kimelman & Baird, LLC History No change 1,000 86 0.01% 0.01% 589 0 0.0% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Reduced 951 82 0.0% 0.0% 590 -159 -14.32% Q4 2025 Feb 06, 2026
Hara Capital LLC History Reduced 900 77 0.04% 0.09% 593 -685 -43.22% Q4 2025 Jan 15, 2026
Legacy Bridge, LLC History Reduced 895 77 0.03% 0.04% 591 -40 -4.28% Q4 2025 Jan 23, 2026
Tacita Capital Inc History No change 900 77 0.04% 0.05% 592 0 0.0% Q4 2025 Feb 11, 2026
Bayforest Capital Ltd History New 877 75 0.06% — 594 +877 New Q4 2025 Jan 27, 2026
Golden State Wealth Management, LLC History Reduced 840 72 0.01% 0.01% 595 -566 -40.26% Q4 2025 Feb 13, 2026
Garner Asset Management Corp History New 812 70 0.03% — 596 +812 New Q4 2025 Feb 03, 2026
Caldwell Trust Co History Reduced 808 69 0.01% 0.02% 597 -1,175 -59.25% Q4 2025 Jan 30, 2026
HARBOUR INVESTMENTS, INC. History Reduced 792 68 0.0% 0.0% 598 -808 -50.5% Q4 2025 Feb 09, 2026
Lloyd Advisory Services, LLC. History New 797 68 0.03% — 600 +797 New Q4 2025 Feb 06, 2026
WEBSTER BANK, N. A. History Reduced 790 68 0.01% 0.01% 599 -200 -20.2% Q4 2025 Jan 23, 2026
RAELIPSKIE PARTNERSHIP History Reduced 771 66 0.03% 0.24% 601 -5,050 -86.75% Q4 2025 Feb 04, 2026
MCF Advisors LLC History Added to 719 62 0.0% 0.0% 602 +694 2776.0% Q4 2025 Feb 11, 2026
Pinnacle Bancorp, Inc. History Added to 689 59 0.02% 0.02% 603 +96 16.19% Q4 2025 Jan 22, 2026
Parkside Financial Bank & Trust History Reduced 664 57 0.0% 0.01% 604 -494 -42.66% Q4 2025 Feb 13, 2026
Hanson & Doremus Investment Management History Added to 654 56 0.01% 0.0% 605 +557 574.23% Q4 2025 Jan 20, 2026
GHP Investment Advisors, Inc. History No change 657 56 0.0% 0.0% 606 0 0.0% Q4 2025 Jan 27, 2026
Basepoint Wealth LLC History New 633 54 0.03% — 607 +633 New Q4 2025 Feb 10, 2026
Cromwell Holdings LLC History New 565 48 0.03% — 608 +565 New Q4 2025 Jan 20, 2026
Rialto Wealth Management, LLC History New 565 48 0.01% — 610 +565 New Q4 2025 Jan 12, 2026
Rakuten Securities, Inc. History Reduced 561 48 0.02% 0.03% 609 -191 -25.4% Q4 2025 Jan 29, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 545 47 0.02% 0.04% 611 -500 -47.85% Q4 2025 Feb 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 554 47 0.0% 0.0% 612 -12 -2.12% Q4 2025 Jan 07, 2026
Q Fund Management (Hong Kong) Ltd History New 500 43 0.04% — 614 +500 New Q4 2025 Jan 14, 2026
Clearstead Trust, LLC History No change 500 43 0.01% 0.01% 613 0 0.0% Q4 2025 Feb 09, 2026
NBT BANK N A /NY History No change 450 38 0.0% 0.0% 615 0 0.0% Q4 2025 Jan 23, 2026
High Note Wealth, LLC History No change 437 37 0.01% 0.01% 616 0 0.0% Q4 2025 Feb 05, 2026
JFS WEALTH ADVISORS, LLC History Reduced 400 34 0.0% 0.0% 617 -21 -4.99% Q4 2025 Jan 14, 2026
Wealth Enhancement Trust Services, Inc. History New 388 33 0.0% — 621 +388 New Q4 2025 Jan 27, 2026
Piscataqua Savings Bank History Added to 391 33 0.02% 0.02% 619 +83 26.95% Q4 2025 Jan 16, 2026
GGM Financials LLC History Added to 391 33 0.02% 0.02% 620 +11 2.89% Q4 2025 Feb 04, 2026
Larson Financial Group LLC History Added to 383 33 0.0% 0.0% 618 +3 0.79% Q4 2025 Feb 06, 2026
Smithfield Trust Co History No change 364 32 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 09, 2026
COUNTRY TRUST BANK History No change 379 32 0.0% 0.0% 623 0 0.0% Q4 2025 Jan 21, 2026
Financial Network Wealth Advisors LLC History Added to 369 31 0.03% 0.04% 624 +22 6.34% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 352 30 0.0% — 625 +352 New Q4 2025 Jan 21, 2026
Sound Income Strategies, LLC History Added to 324 28 0.0% — 626 +320 8000.0% Q4 2025 Jan 21, 2026
Spire Wealth Management History Added to 322 27 0.0% 0.0% 627 +178 123.61% Q4 2025 Jan 14, 2026
Bell Investment Advisors, Inc History Added to 317 27 0.0% 0.0% 628 +6 1.93% Q4 2025 Feb 24, 2026
New England Capital Financial Advisors LLC History Added to 308 26 0.01% 0.01% 630 +8 2.67% Q4 2025 Feb 02, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 311 26 0.0% 0.0% 629 0 0.0% Q4 2025 Feb 12, 2026
ESL Trust Services, LLC History Reduced 300 25 0.0% 0.01% 631 -31 -9.37% Q4 2025 Feb 10, 2026
Accent Capital Management, LLC History No change 300 25 0.01% 0.01% 632 0 0.0% Q4 2025 Feb 09, 2026
Kentucky Trust Co History No change 300 25 0.01% 0.02% 633 0 0.0% Q4 2025 Jan 21, 2026
OPTIMA CAPITAL LLC History New 283 24 0.01% — 639 +283 New Q4 2025 Jan 23, 2026
Modus Advisors, LLC History New 279 24 0.01% — 637 +279 New Q4 2025 Feb 11, 2026
Hilltop National Bank History Added to 279 24 0.01% 0.0% 638 +100 55.87% Q4 2025 Jan 07, 2026
Cheviot Value Management, LLC History No change 273 24 0.0% 0.0% 634 0 0.0% Q4 2025 Feb 03, 2026
McIlrath & Eck, LLC History No change 285 24 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 03, 2026
Truvestments Capital LLC History No change 289 24 0.0% 0.0% 636 0 0.0% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History Added to 274 23 0.0% 0.0% 641 +93 51.38% Q4 2025 Jan 30, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 234 23 0.02% 0.02% 640 0 0.0% Q4 2025 Feb 13, 2026
MidFirst Bank History New 1,368 22 0.0% — 644 +1,368 New Q4 2025 Feb 25, 2026
ABOUND FINANCIAL, LLC History New 261 22 0.01% — 643 +261 New Q4 2025 Feb 17, 2026
BARRETT & COMPANY, INC. History No change 260 22 0.01% 0.01% 642 0 0.0% Q4 2025 Jan 28, 2026
Crews Bank & Trust History No change 250 21 0.0% 0.0% 645 0 0.0% Q4 2025 Jan 21, 2026
Beacon Financial Strategies CORP History New 235 20 0.01% — 647 +235 New Q4 2025 Jan 12, 2026
Davis Capital Management History No change 233 20 0.01% 0.02% 646 0 0.0% Q4 2025 Jan 28, 2026
Jessup Wealth Management, Inc History New 220 18 0.01% — 648 +220 New Q4 2025 Feb 11, 2026
WPG Advisers, LLC History Added to 220 18 0.01% 0.01% 650 +110 100.0% Q4 2025 Jan 28, 2026
Financial Perspectives, Inc History Added to 215 18 0.0% 0.01% 649 +1 0.47% Q4 2025 Jan 28, 2026
Signature Equity Partners, LLC History New 206 17 0.01% — 655 +206 New Q4 2025 Feb 17, 2026
CITY HOLDING CO History No change 207 17 0.0% 0.0% 651 0 0.0% Q4 2025 Jan 22, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 200 17 0.0% 0.0% 652 0 0.0% Q4 2025 Jan 14, 2026
Measured Wealth Private Client Group, LLC History No change 198 17 0.0% 0.0% 653 0 0.0% Q4 2025 Feb 10, 2026
Glass Jacobson Investment Advisors llc History No change 200 17 0.01% 0.01% 654 0 0.0% Q4 2025 Jan 22, 2026
SOA Wealth Advisors, LLC. History Reduced 184 15 0.0% 0.01% 661 -174 -48.6% Q4 2025 Jan 20, 2026
Fairscale Capital, LLC History Reduced 184 15 0.01% 0.02% 662 -50 -21.37% Q4 2025 Feb 17, 2026
Scarborough Advisors, LLC History Reduced 179 15 0.0% 0.0% 659 -24 -11.82% Q4 2025 Feb 17, 2026
KELLEHER FINANCIAL ADVISORS History No change 175 15 0.0% 0.0% 656 0 0.0% Q4 2025 Jan 20, 2026
Tradewinds Capital Management, LLC History No change 175 15 0.0% 0.0% 657 0 0.0% Q4 2025 Jan 14, 2026
HHM Wealth Advisors, LLC History No change 180 15 0.0% 0.0% 658 0 0.0% Q4 2025 Jan 22, 2026
MTM Investment Management, LLC History No change 179 15 0.0% 0.01% 660 0 0.0% Q4 2025 Feb 09, 2026
VSM Wealth Advisory, LLC History No change 181 15 0.0% 0.01% 663 0 0.0% Q4 2025 Feb 06, 2026
Lodestone Wealth Management LLC History New 172 14 0.01% — 664 +172 New Q4 2025 Jan 15, 2026
CrossGen Wealth, LLC History New 164 14 0.01% — 665 +164 New Q4 2025 Feb 19, 2026
SJS Investment Consulting Inc. History Added to 160 13 0.0% 0.0% 667 +52 48.15% Q4 2025 Jan 21, 2026
First PREMIER Bank History No change 150 13 0.0% 0.0% 666 0 0.0% Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History Reduced 140 12 0.0% 0.0% 669 -362 -72.11% Q4 2025 Jan 28, 2026
Commonwealth Retirement Investments LLC History New 143 12 0.0% — 672 +143 New Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History Added to 140 12 0.0% 0.0% 668 +90 180.0% Q4 2025 Jan 30, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 146 12 0.0% 0.01% 670 +3 2.1% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Added to 140 12 0.0% 0.0% 673 +2 1.45% Q4 2025 Feb 10, 2026
City State Bank History No change 149 12 0.0% 0.0% 671 0 0.0% Q4 2025 Jan 28, 2026
Millstone Evans Group, LLC History No change 150 12 0.01% 0.01% 674 0 0.0% Q4 2025 Feb 02, 2026
Boreal Capital Management LLC History No change 146 12 0.01% 0.01% 675 0 0.0% Q4 2025 Feb 17, 2026
Purpose Unlimited Inc. History New 131 11 0.0% — 679 +131 New Q4 2025 Mar 20, 2026
Twin Lakes Capital Management, LLC History Added to 131 11 0.0% 0.01% 678 +4 3.15% Q4 2025 Feb 04, 2026
Princeton Global Asset Management LLC History Added to 139 11 0.0% 0.0% 677 +2 1.46% Q4 2025 Jan 20, 2026
Hurley Capital, LLC History No change 130 11 0.01% 0.01% 676 0 0.0% Q4 2025 Feb 17, 2026
Winch Advisory Services, LLC History Added to 118 10 0.0% 0.0% 682 +3 2.61% Q4 2025 Feb 03, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 125 10 0.0% 0.0% 680 0 0.0% Q4 2025 Jan 27, 2026
ADIRONDACK TRUST CO History No change 117 10 0.0% 0.0% 681 0 0.0% Q4 2025 Jan 08, 2026
Pacific Center for Financial Services History No change 113 10 0.0% 0.0% 683 0 0.0% Q4 2025 Feb 17, 2026
TD Capital Management LLC History Added to 113 9 0.0% 0.0% 686 +73 182.5% Q4 2025 Feb 26, 2026
ROTHSCHILD INVESTMENT LLC History Added to 114 9 0.0% 0.0% 684 +52 83.87% Q4 2025 Feb 10, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 114 9 0.0% 0.0% 685 0 0.0% Q4 2025 Feb 04, 2026
Clark Wealth Partners History No change 108 9 0.01% 0.01% 687 0 0.0% Q4 2025 Feb 04, 2026
Sunrise Financial Services, LLC History New 95 8 0.01% — 695 +95 New Q4 2025 Feb 11, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 100 8 0.0% 0.0% 688 0 0.0% Q4 2025 Feb 04, 2026
St. Johns Investment Management Company, LLC History No change 100 8 0.0% 0.0% 689 0 0.0% Q4 2025 Jan 29, 2026
Richard W. Paul & Associates, LLC History No change 102 8 0.0% 0.0% 690 0 0.0% Q4 2025 Feb 12, 2026
PFS Partners, LLC History No change 100 8 0.0% 0.0% 691 0 0.0% Q4 2025 Jan 16, 2026
Cetera Trust Company, N.A History No change 100 8 0.0% 0.01% 692 0 0.0% Q4 2025 Feb 13, 2026
Advantage Trust Co History No change 100 8 0.0% 0.0% 693 0 0.0% Q4 2025 Jan 29, 2026
Caitlin John, LLC History No change 100 8 0.01% 0.01% 694 0 0.0% Q4 2025 Feb 18, 2026
Concord Wealth Partners History Reduced 84 7 0.0% 0.0% 698 -176 -67.69% Q4 2025 Jan 29, 2026
Rosenberg Matthew Hamilton History Reduced 85 7 0.0% 0.0% 697 -87 -50.58% Q4 2025 Jan 05, 2026
Addison Advisors LLC History Reduced 86 7 0.0% 0.0% 699 -17 -16.5% Q4 2025 Feb 06, 2026
Stone House Investment Management, LLC History No change 86 7 0.0% 0.0% 696 0 0.0% Q4 2025 Jan 21, 2026
Frazier Financial Advisors, LLC History No change 84 7 0.0% 0.0% 700 0 0.0% Q4 2025 Feb 09, 2026
Tidemark, LLC History No change 86 7 0.0% 0.0% 701 0 0.0% Q4 2025 Feb 10, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 86 7 0.0% 0.0% 702 0 0.0% Q4 2025 Feb 11, 2026
Westfuller Advisors, LLC History Reduced 76 6 0.0% 0.03% 704 -568 -88.2% Q4 2025 Jan 21, 2026
High Point Wealth Management, LLC History New 80 6 0.01% — 705 +80 New Q4 2025 Jan 29, 2026
Cornerstone Financial Management LLC History New 70 6 0.01% — 706 +70 New Q4 2025 Feb 13, 2026
GW&K Investment Management, LLC History No change 73 6 0.0% 0.0% 703 0 0.0% Q4 2025 Feb 11, 2026
Daytona Street Capital LLC History New 66 5 0.0% — 714 +66 New Q4 2025 Jan 21, 2026
Prestige Wealth Management Group LLC History Added to 64 5 0.0% 0.0% 710 +19 42.22% Q4 2025 Feb 11, 2026
Manchester Capital Management LLC History Added to 60 5 0.0% 0.0% 708 +17 39.53% Q4 2025 Feb 11, 2026
Gleason Group, Inc. History Added to 63 5 0.0% 0.0% 711 +1 1.61% Q4 2025 Jan 15, 2026
EASTERN BANK History No change 66 5 0.0% 0.0% 707 0 0.0% Q4 2025 Jan 14, 2026
Minot DeBlois Advisors LLC History No change 60 5 0.0% 0.0% 709 0 0.0% Q4 2025 Feb 13, 2026
WOLFF WIESE MAGANA LLC History No change 65 5 0.0% 0.0% 712 0 0.0% Q4 2025 Jan 14, 2026
TOWER TRUST & INVESTMENT Co History No change 66 5 0.0% 0.0% 713 0 0.0% Q4 2025 Jan 21, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 50 4 0.0% 0.0% 715 -99 -66.44% Q4 2025 Jan 23, 2026
FINANCIAL CONSULATE, INC History Reduced 52 4 0.0% 0.0% 716 -76 -59.38% Q4 2025 Jan 22, 2026
PALLADIEM, LLC History New 52 4 0.0% — 717 +52 New Q4 2025 Feb 11, 2026
SFAM, LLC History New 50 4 0.0% — 719 +50 New Q4 2025 Feb 12, 2026
Sankala Group LLC History New 48 4 0.0% — 722 +48 New Q4 2025 Mar 02, 2026
Cornerstone Planning Group LLC History Reduced 56 4 0.0% — 721 -24 -30.0% Q4 2025 Feb 02, 2026
Mascoma Wealth Management LLC History No change 48 4 0.0% 0.0% 718 0 0.0% Q4 2025 Feb 04, 2026
Pflug Koory, LLC History No change 47 4 0.0% 0.0% 720 0 0.0% Q4 2025 Jan 20, 2026
Kohmann Bosshard Financial Services, LLC History New 43 3 0.0% — 726 +43 New Q4 2025 Jan 30, 2026
AdvisorNet Financial, Inc History Reduced 35 3 0.0% 0.0% 724 -34 -49.28% Q4 2025 Jan 20, 2026
N.E.W. Advisory Services LLC History Added to 36 3 0.0% 0.0% 732 +18 100.0% Q4 2025 Jan 28, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 43 3 0.0% 0.0% 735 +18 72.0% Q4 2025 Jan 28, 2026
Steigerwald, Gordon & Koch Inc. History Added to 39 3 0.0% 0.0% 727 +14 56.0% Q4 2025 Jan 23, 2026
GODSEY & GIBB, INC History No change 39 3 0.0% 0.0% 723 0 0.0% Q4 2025 Jan 27, 2026
Plante Moran Financial Advisors, LLC History No change 41 3 0.0% 0.0% 725 0 0.0% Q4 2025 Feb 05, 2026
Cedar Mountain Advisors, LLC History No change 44 3 0.0% 0.0% 728 0 0.0% Q4 2025 Feb 11, 2026
Pacifica Partners Inc. History No change 40 3 0.0% 0.0% 729 0 0.0% Q4 2025 Jan 09, 2026
TSFG, LLC History No change 30 3 0.0% 0.0% 730 0 0.0% Q4 2025 Feb 04, 2026
Key FInancial Inc History No change 36 3 0.0% 0.0% 731 0 0.0% Q4 2025 Feb 09, 2026
SWAN Capital LLC History No change 43 3 0.0% 0.0% 733 0 0.0% Q4 2025 Feb 12, 2026
Gold Investment Management Ltd. History No change 46 3 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 28, 2026
Johnson Financial Group, Inc. History Reduced 24 2 0.0% 0.0% 737 -995 -97.64% Q4 2025 Feb 12, 2026
Cherry Tree Wealth Management, LLC History New 33 2 0.0% — 745 +33 New Q4 2025 Feb 10, 2026
True Wealth Design, LLC History Added to 33 2 0.0% — 743 +32 3200.0% Q4 2025 Jan 08, 2026
MCGUIRE CAPITAL ADVISORS INC History New 29 2 0.0% — 749 +29 New Q4 2025 Feb 19, 2026
DecisionPoint Financial, LLC History Added to 29 2 0.0% 0.0% 742 +16 123.08% Q4 2025 Jan 29, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 31 2 0.0% 0.0% 741 -13 -29.55% Q4 2025 Feb 05, 2026
Rossby Financial, LCC History Added to 25 2 0.0% 0.0% 748 +2 8.7% Q4 2025 Feb 12, 2026
Quaker Wealth Management, LLC History Added to 32 2 0.0% 0.0% 739 +1 3.23% Q4 2025 Jan 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 31 2 0.0% 0.0% 736 0 0.0% Q4 2025 Jan 20, 2026
Anfield Capital Management, LLC History No change 34 2 0.0% 0.0% 738 0 0.0% Q4 2025 Feb 03, 2026
IAG Wealth Partners, LLC History No change 30 2 0.0% 0.0% 740 0 0.0% Q4 2025 Feb 10, 2026
Wealth Preservation Advisors, LLC History No change 29 2 0.0% 0.0% 744 0 0.0% Q4 2025 Feb 23, 2026
Sachetta, LLC History No change 25 2 0.0% 0.0% 746 0 0.0% Q4 2025 Feb 02, 2026
Hughes Financial Services, LLC History No change 24 2 0.0% 0.0% 747 0 0.0% Q4 2025 Feb 11, 2026
Blume Capital Management, Inc. History Reduced 20 1 0.0% 0.01% 756 -550 -96.49% Q4 2025 Feb 05, 2026
IMG Wealth Management, Inc. History Reduced 15 1 0.0% 0.01% 765 -113 -88.28% Q4 2025 Feb 05, 2026
Bogart Wealth, LLC History Reduced 21 1 0.0% 0.0% 758 -20 -48.78% Q4 2025 Jan 30, 2026
AMERICAN NATIONAL BANK & TRUST History New 17 1 0.0% — 751 +17 New Q4 2025 Jan 20, 2026
Laurel Wealth Advisors LLC History New 13 1 0.0% — 760 +13 New Q4 2025 Jan 30, 2026
West Financial Advisors, LLC History New 13 1 0.0% — 762 +13 New Q4 2025 Jan 13, 2026
BAYBAN History New 13 1 0.0% — 769 +13 New Q4 2025 Mar 05, 2026
IMA Advisory Services, Inc. History New 12 1 0.0% — 753 +12 New Q4 2025 Feb 11, 2026
Principia Wealth Advisory, LLC History Reduced 21 1 0.0% 0.0% 766 -8 -27.59% Q4 2025 Feb 10, 2026
Physician Wealth Advisors, Inc. History Added to 20 1 0.0% 0.0% 761 +7 53.85% Q4 2025 Jan 29, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 21 1 0.0% 0.0% 750 0 0.0% Q4 2025 Jan 30, 2026
Indiana Trust & Investment Management Co History No change 12 1 0.0% 0.0% 752 0 0.0% Q4 2025 Jan 21, 2026
Copeland Capital Management, LLC History No change 22 1 0.0% 0.0% 754 0 0.0% Q4 2025 Jan 29, 2026
JNBA Financial Advisors History No change 19 1 0.0% 0.0% 755 0 0.0% Q4 2025 Jan 26, 2026
Eukles Asset Management History No change 20 1 0.0% 0.0% 757 0 0.0% Q4 2025 Feb 09, 2026
Global Trust Asset Management, LLC History No change 18 1 0.0% 0.0% 759 0 0.0% Q4 2025 Jan 20, 2026
Turning Point Benefit Group, Inc. History No change 13 1 0.0% 0.0% 763 0 0.0% Q4 2025 Jan 30, 2026
Midwest Capital Advisors, LLC History No change 16 1 0.0% 0.0% 764 0 0.0% Q4 2025 Jan 29, 2026
PINNEY & SCOFIELD, INC. History No change 16 1 0.0% 0.0% 767 0 0.0% Q4 2025 Feb 13, 2026
Copia Wealth Management History No change 16 1 0.0% 0.0% 768 0 0.0% Q4 2025 Feb 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.06% — -438,300 -100.0% Q3 2025 Nov 13, 2025
Prevatt Capital Ltd History Closed out 0 0 — 5.19% — -160,000 -100.0% Q3 2025 Nov 13, 2025
Galvin, Gaustad & Stein, LLC History Closed out 0 0 — 1.02% — -131,530 -100.0% Q3 2025 Oct 22, 2025
CLARK ESTATES INC/NY History Closed out 0 0 — 2.51% — -115,000 -100.0% Q3 2025 Nov 10, 2025
TRANSATLANTIQUE PRIVATE WEALTH LLC History Closed out 0 0 — 0.68% — -85,950 -100.0% Q3 2025 Nov 10, 2025
NINE MASTS CAPITAL Ltd History Closed out 0 0 — 3.09% — -78,872 -100.0% Q3 2025 Nov 13, 2025
Arlington Partners LLC History Closed out 0 0 — 1.59% — -48,200 -100.0% Q3 2025 Oct 28, 2025
Canoe Financial LP History Closed out 0 0 — 0.06% — -45,000 -100.0% Q3 2025 Oct 15, 2025
Timber Creek Capital Management LLC History Closed out 0 0 — 0.93% — -40,345 -100.0% Q3 2025 Nov 07, 2025
Composition Wealth, LLC History Closed out 0 0 — 0.06% — -38,959 -100.0% Q3 2025 Oct 20, 2025
FineMark National Bank & Trust History Closed out 0 0 — 0.11% — -35,901 -100.0% Q3 2025 Nov 12, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 — 0.03% — -34,872 -100.0% Q3 2025 Feb 17, 2026
ZAZOVE ASSOCIATES LLC History Closed out 0 0 — 0.02% — -28,800 -100.0% Q3 2025 Oct 17, 2025
Oliver Luxxe Assets LLC History Closed out 0 0 — 0.41% — -27,118 -100.0% Q3 2025 Oct 24, 2025
Prospera Financial Services Inc History Closed out 0 0 — 0.03% — -18,382 -100.0% Q3 2025 Nov 06, 2025
Sepio Capital, LP History Closed out 0 0 — 0.09% — -15,983 -100.0% Q3 2025 Nov 13, 2025
Verition Fund Management LLC History Closed out 0 0 — 0.01% — -15,000 -100.0% Q3 2025 Nov 14, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 — 0.23% — -14,508 -100.0% Q3 2025 Nov 13, 2025
MARSHALL WACE, LLP History Closed out 0 0 — 0.0% — -13,559 -100.0% Q3 2025 Nov 13, 2025
Berkeley Capital Partners, LLC History Closed out 0 0 — 0.31% — -13,519 -100.0% Q3 2025 Nov 10, 2025
PRICE T ROWE ASSOCIATES INC /MD/ History Closed out 0 0 — 0.0% — -11,316 -100.0% Q3 2025 Nov 14, 2025
MAVERICK CAPITAL LTD History Closed out 0 0 — 0.01% — -10,446 -100.0% Q3 2025 Nov 14, 2025
Scientech Research LLC History Closed out 0 0 — 0.31% — -9,294 -100.0% Q3 2025 Nov 14, 2025
Brookmont Capital Management History Closed out 0 0 — 0.49% — -9,259 -100.0% Q3 2025 Nov 10, 2025
GREENUP STREET WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.12% — -7,997 -100.0% Q3 2025 Oct 16, 2025
Sigma Planning Corp History Closed out 0 0 — 0.02% — -7,440 -100.0% Q3 2025 Nov 10, 2025
DIVERSIFY WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.04% — -7,251 -100.0% Q3 2025 Nov 12, 2025
IAMS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.26% — -6,874 -100.0% Q3 2025 Oct 15, 2025
Knoll Capital Management, LLC History Closed out 0 0 — 0.35% — -6,750 -100.0% Q3 2025 Nov 14, 2025
StoneX Group Inc. History Closed out 0 0 — 0.02% — -5,696 -100.0% Q3 2025 Nov 14, 2025
Penobscot Investment Management Company, Inc. History Closed out 0 0 — 0.04% — -5,578 -100.0% Q3 2025 Oct 21, 2025