ENTERPRISE PRODUCTS PARTNERS L.P. - EPD

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 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
ALPS ADVISORS INC History Added to 42,639,131 1,367,010 7.96% 7.38% 1 +260,305 0.61% Q4 2025 Feb 12, 2026
Invesco Ltd. History Reduced 26,596,537 852,684 0.13% 0.13% 2 -221,306 -0.83% Q4 2025 Feb 19, 2026
Blackstone Inc. History Reduced 19,255,355 617,326 2.44% 2.59% 3 -1,293,776 -6.3% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 19,116,333 612,869 0.04% 0.03% 4 +883,983 4.85% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 18,163,343 582,316 0.07% 0.06% 5 +1,940,583 11.96% Q4 2025 Mar 25, 2026
FAYEZ SAROFIM & CO History Reduced 16,768,791 537,607 1.29% 1.25% 6 -413,614 -2.41% Q4 2025 Feb 13, 2026
Energy Income Partners, LLC History Added to 14,890,183 477,379 8.65% 8.87% 7 +185,061 1.26% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 14,855,077 476,253 0.24% 0.27% 8 -2,213,727 -12.97% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 14,292,826 458,228 0.34% 0.35% 9 -1,101,020 -7.15% Q4 2025 Feb 13, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Reduced 14,281,220 457,855 5.83% 5.91% 10 -370,908 -2.53% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 13,666,284 438,141 0.07% 0.06% 11 +457,994 3.47% Q4 2025 Jan 29, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History Reduced 13,349,349 427,980 9.72% 9.17% 12 -6,711 -0.05% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 12,728,850 408,086 0.03% 0.02% 13 +1,313,569 11.51% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 11,482,686 368,134 0.55% 0.58% 14 -87,813 -0.76% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 10,699,412 343,023 0.01% 0.01% 15 -2,906,961 -21.36% Q4 2025 Feb 12, 2026
Ensign Peak Advisors, Inc History No change 9,052,325 290,217 0.51% 0.46% 16 0 0.0% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Reduced 8,977,239 287,810 0.49% 0.5% 17 -299,760 -3.23% Q4 2025 Feb 12, 2026
FMR LLC History Reduced 8,036,142 257,638 0.01% 0.01% 18 -409,985 -4.85% Q4 2025 Feb 17, 2026
BERKLEY W R CORP History Added to 6,825,000 218,809 10.3% 10.81% 19 +825,000 13.75% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 6,635,426 212,730 0.07% 0.07% 20 -18,013 -0.27% Q4 2025 Feb 18, 2026
Clearbridge Investments, LLC History Reduced 6,391,002 204,895 0.16% 0.15% 21 -5,620 -0.09% Q4 2025 Feb 11, 2026
FAIRHOLME CAPITAL MANAGEMENT LLC History No change 5,450,400 174,739 12.19% 13.76% 22 0 0.0% Q4 2025 Feb 17, 2026
Hamlin Capital Management, LLC History Added to 4,922,486 157,814 3.78% 3.5% 23 +3,706 0.08% Q4 2025 Jan 07, 2026
WELLS FARGO & COMPANY/MN History Added to 4,903,322 157,200 0.03% 0.03% 24 +99,597 2.07% Q4 2025 Feb 13, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History Reduced 4,805,291 154,058 6.35% 6.34% 25 -155,574 -3.14% Q4 2025 Jan 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 4,590,192 147,161 0.08% 0.07% 26 -107,188 -2.28% Q4 2025 Feb 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 4,510,036 144,592 0.26% 0.26% 27 +327,807 7.84% Q4 2025 Feb 05, 2026
LPL Financial LLC History Added to 4,153,365 133,156 0.04% 0.04% 28 +247,282 6.33% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 4,053,797 129,964 0.06% 0.06% 29 +712,647 21.33% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Added to 3,978,731 127,558 0.11% 0.11% 30 +46,131 1.17% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 3,858,629 123,707 0.14% 0.11% 31 +762,079 24.61% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 3,841,773 123,167 0.01% 0.02% 32 -376,902 -8.93% Q4 2025 Feb 17, 2026
Paralel Advisors LLC History No change 3,650,000 117,019 4.55% 4.45% 33 0 0.0% Q4 2025 Feb 12, 2026
REAVES W H & CO INC History No change 3,493,940 112,015 1.96% 1.95% 34 0 0.0% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 3,373,129 108,142 0.02% — 35 +3,373,129 New Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 3,228,467 103,504 0.02% 0.01% 36 +641,733 24.81% Q4 2025 Feb 17, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 3,112,119 99,774 3.01% 2.94% 37 +31,733 1.03% Q4 2025 Jan 27, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 2,929,802 93,929 3.47% 3.51% 38 -1,250 -0.04% Q4 2025 Jan 28, 2026
BARCLAYS PLC History Added to 2,928,068 93,873 0.02% 0.01% 39 +1,069,304 57.53% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 2,859,671 91,681 0.01% 0.0% 40 +310,410 12.18% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 2,871,383 85,529 0.12% 0.13% 41 +131,286 4.79% Q4 2025 Mar 09, 2026
CITIGROUP INC History Added to 2,284,931 73,254 0.03% 0.02% 42 +523,201 29.7% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 2,282,316 73,171 1.91% 1.9% 43 +17,759 0.78% Q4 2025 Jan 23, 2026
Americana Partners, LLC History Added to 2,247,462 72,053 1.98% 1.92% 44 +203,832 9.97% Q4 2025 Feb 06, 2026
JANE STREET GROUP, LLC History Added to 2,177,600 69,813 0.01% 0.01% 45 +823,838 60.86% Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Added to 2,046,751 67,624 1.67% 1.66% 46 +8,395 0.41% Q4 2025 Jan 28, 2026
BROOKFIELD Corp /ON/ History Reduced 2,106,123 67,522 0.08% 0.08% 47 -203,018 -8.79% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 2,042,557 65,483 0.21% 0.2% 48 +290,414 16.57% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 2,040,773 65,427 0.12% 0.12% 49 +48,832 2.45% Q4 2025 Mar 16, 2026
TRUIST FINANCIAL CORP History Reduced 2,018,098 64,700 0.09% 0.09% 50 -20,146 -0.99% Q4 2025 Feb 02, 2026
First Eagle Investment Management, LLC History Added to 1,915,695 61,417 0.11% 0.11% 51 +66,095 3.57% Q4 2025 Feb 04, 2026
Texas Yale Capital Corp. History Added to 1,905,939 61,104 1.85% 1.79% 52 +88,475 4.87% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Reduced 1,857,935 59,565 0.02% 0.02% 53 -150,060 -7.47% Q4 2025 Feb 11, 2026
Fractal Investments LLC History No change 1,837,044 58,895 8.22% 8.29% 54 0 0.0% Q4 2025 Jan 27, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Reduced 1,792,500 57,467 3.3% 3.54% 55 -200,000 -10.04% Q4 2025 Jan 27, 2026
Progeny 3, Inc. History Reduced 1,747,306 56,018 3.02% 3.06% 56 -147,718 -7.8% Q4 2025 Feb 17, 2026
Recurrent Investment Advisors LLC History Reduced 1,700,650 54,522 4.03% 4.17% 57 -36,922 -2.12% Q4 2025 Feb 13, 2026
Bollard Group LLC History Reduced 1,625,178 52,103 1.3% 1.38% 58 -255,786 -13.6% Q4 2025 Feb 13, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History Added to 1,587,296 50,888 11.48% 11.3% 59 +62,982 4.13% Q4 2025 Feb 11, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 1,561,283 50,054 0.57% 0.62% 60 -189,277 -10.81% Q4 2025 Jan 26, 2026
Northside Capital Management, LLC History Added to 1,543,413 49,481 4.3% 4.41% 61 +17 0.0% Q4 2025 Jan 07, 2026
Williams Jones Wealth Management, LLC. History Reduced 1,535,778 49,237 0.56% 0.55% 62 -14,421 -0.93% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,500,893 48,118 0.03% 0.03% 63 +5,375 0.36% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 48,090 48,090 0.03% — 64 +48,090 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 1,445,142 46,335 0.07% 0.07% 65 -191,804 -11.72% Q4 2025 Feb 17, 2026
Saudi Central Bank History No change 1,438,187 46,108 1.72% 1.71% 66 0 0.0% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 1,394,854 44,719 0.05% 0.05% 67 +137,817 10.96% Q4 2025 Feb 13, 2026
COOPERMAN LEON G History Added to 1,373,755 44,042 1.46% 1.29% 68 +50,120 3.79% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 1,366,687 43,815 0.9% 0.88% 69 +21,916 1.63% Q4 2025 Feb 17, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Reduced 1,340,742 42,984 4.16% 4.22% 70 -35,201 -2.56% Q4 2025 Feb 17, 2026
Oxbow Advisors, LLC History Added to 1,329,085 42,610 3.75% 3.75% 71 +39,052 3.03% Q4 2025 Feb 04, 2026
GROUP ONE TRADING LLC History Added to 1,328,700 42,598 0.07% 0.06% 72 +183,700 16.04% Q4 2025 Feb 12, 2026
Epoch Investment Partners, Inc. History Reduced 1,288,552 41,310 0.23% 0.23% 73 -45,733 -3.43% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,220,948 39,143 0.02% 0.02% 74 -31,140 -2.49% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,194,956 37,915 0.05% 0.06% 75 +21,729 1.85% Q4 2025 Jan 08, 2026
PENN DAVIS MCFARLAND INC History Reduced 1,181,138 37,867 3.63% 3.83% 76 -2,628 -0.22% Q4 2025 Jan 16, 2026
BLAIR WILLIAM & CO/IL History Added to 1,153,901 36,994 0.1% 0.09% 77 +58,152 5.31% Q4 2025 Feb 17, 2026
SailingStone Capital Partners LLC History Added to 1,150,631 36,889 9.17% 7.94% 78 +181,356 18.71% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,108,527 35,539 0.05% 0.05% 79 -54,152 -4.66% Q4 2025 Feb 12, 2026
TETRAD CORP History No change 1,100,000 35,266 3.39% 3.22% 80 0 0.0% Q4 2025 Jan 07, 2026
Cetera Investment Advisers History Reduced 1,077,382 34,540 0.04% 0.04% 81 -14,270 -1.31% Q4 2025 Feb 17, 2026
CNA FINANCIAL CORP History No change 1,050,000 33,663 16.36% 19.34% 82 0 0.0% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 1,023,587 32,816 0.03% 0.04% 83 -144,468 -12.37% Q4 2025 Feb 11, 2026
Vestmark Advisory Solutions, Inc. History Added to 1,019,056 32,670 0.44% 0.01% 84 +1,001,616 5743.21% Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 1,019,056 32,670 1.57% 0.04% 85 +1,000,397 5361.47% Q4 2025 Feb 12, 2026
BOWEN HANES & CO INC History No change 1,018,000 32,637 0.82% 0.8% 86 0 0.0% Q4 2025 Feb 10, 2026
Auto-Owners Insurance Co History No change 1,000,000 32,060 0.67% 0.81% 87 0 0.0% Q4 2025 Mar 09, 2026
Focus Partners Wealth History Added to 995,714 31,888 0.04% 0.04% 88 +122,839 14.07% Q4 2025 Feb 13, 2026
Fort Sheridan Advisors LLC History Reduced 979,659 31,407 3.99% 4.02% 89 -1,927 -0.2% Q4 2025 Feb 10, 2026
SIMPLEX TRADING, LLC History Added to 968,900 31,062 0.02% 0.01% 90 +260,500 36.77% Q4 2025 Feb 11, 2026
Prospera Financial Services Inc History Reduced 967,764 31,028 0.51% 0.52% 91 -11,513 -1.18% Q4 2025 Feb 09, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 952,560 30,539 0.23% 0.24% 92 +68,179 7.71% Q4 2025 Jan 14, 2026
IMC-Chicago, LLC History Added to 941,057 30,170 0.01% 0.01% 93 +96,904 11.48% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Added to 938,815 30,098 0.07% 0.07% 94 +23,297 2.54% Q4 2025 Feb 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 894,406 28,674 0.64% 0.67% 95 -13,753 -1.51% Q4 2025 Jan 27, 2026
COMMERCE BANK History Added to 882,508 28,293 0.16% 0.15% 96 +5,253 0.6% Q4 2025 Feb 13, 2026
Creative Planning History Reduced 866,380 27,776 0.02% 0.02% 97 -51,580 -5.62% Q4 2025 Feb 17, 2026
VORPAL, LLC History Added to 838,807 26,892 99.16% 99.1% 98 +55,266 7.05% Q4 2025 Feb 17, 2026
BECK MACK & OLIVER LLC History Reduced 795,082 25,490 0.46% 0.46% 99 -11,919 -1.48% Q4 2025 Feb 12, 2026
KDK Private Wealth Management, LLC History Added to 772,510 24,766 21.62% 24.47% 100 +533 0.07% Q4 2025 Feb 12, 2026
PEAK6 LLC History Added to 745,800 23,910 0.04% 0.0% 101 +691,600 1276.01% Q4 2025 Mar 12, 2026
US BANCORP \DE\ History Reduced 742,369 23,800 0.03% 0.03% 102 -13,095 -1.73% Q4 2025 Jan 30, 2026
Kestra Advisory Services, LLC History Added to 731,653 23,456 0.1% 0.1% 103 +10,093 1.4% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 730,202 23,410 0.06% 0.06% 104 -26,266 -3.47% Q4 2025 Feb 05, 2026
TECTONIC ADVISORS LLC History Added to 699,510 22,426 1.18% 1.16% 105 +20,741 3.06% Q4 2025 Jan 23, 2026
JENNISON ASSOCIATES LLC History Reduced 687,096 22,028 0.01% 0.01% 106 -38,115 -5.26% Q4 2025 Jan 30, 2026
Kamunting Street Capital Management, L.P. History Reduced 683,352 21,908 14.94% 17.75% 107 -79,612 -10.43% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 632,834 20,288 0.14% 0.17% 108 +5,786 0.92% Q4 2025 Feb 18, 2026
MAI Capital Management History Added to 629,049 20,167 0.12% 0.12% 109 +479 0.08% Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 616,748 19,772 0.06% 0.06% 110 +13,519 2.24% Q4 2025 Jan 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 607,341 19,471 0.01% 0.0% 111 +67,946 12.6% Q4 2025 Feb 10, 2026
STEPHENS INC /AR/ History Reduced 605,273 19,405 0.24% 0.25% 112 -22,161 -3.53% Q4 2025 Feb 05, 2026
Capital Investment Advisors, LLC History Reduced 596,433 19,121 0.29% 0.31% 113 -6,877 -1.14% Q4 2025 Jan 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 581,753 18,650 0.04% 0.04% 114 +31,352 5.7% Q4 2025 Feb 17, 2026
Caption Management, LLC History Added to 577,400 18,511 0.13% 0.01% 115 +550,000 2007.3% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 571,695 18,328 0.09% — 116 +571,695 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 560,486 17,957 0.01% 0.01% 117 -2,024 -0.36% Q4 2025 Mar 20, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 553,686 17,751 0.0% 0.0% 118 -12,789 -2.26% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Reduced 542,575 17,394 0.14% 0.17% 119 -3,441 -0.63% Q4 2025 Feb 17, 2026
JRM Investment Counsel, LLC History Added to 541,196 17,350 5.02% 5.0% 120 +7,259 1.36% Q4 2025 Feb 12, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History Reduced 530,324 17,002 4.69% 4.93% 121 -5,120 -0.96% Q4 2025 Feb 03, 2026
MARCO INVESTMENT MANAGEMENT LLC History Reduced 530,241 16,999 1.28% 1.27% 122 -450 -0.08% Q4 2025 Feb 04, 2026
iA Global Asset Management Inc. History No change 529,737 16,983 0.22% 0.23% 123 0 0.0% Q4 2025 Feb 05, 2026
Private Capital Advisors, Inc. History Reduced 528,384 16,939 1.73% 1.85% 124 -2,564 -0.48% Q4 2025 Feb 09, 2026
GAGNON SECURITIES LLC History Reduced 527,601 16,914 3.44% 3.32% 125 -1,151 -0.22% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 526,743 16,887 0.09% 0.08% 126 +109,484 26.24% Q4 2025 Jan 29, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 516,486 16,558 2.49% 2.41% 127 +21,460 4.34% Q4 2025 Jan 21, 2026
Heronetta Management, L.P. History Reduced 496,448 15,916 9.2% 9.4% 128 -52,800 -9.61% Q4 2025 Feb 04, 2026
Cerity Partners LLC History Reduced 492,300 15,783 0.02% 0.02% 129 -341 -0.07% Q4 2025 Feb 11, 2026
&PARTNERS History Added to 476,819 15,291 0.08% 0.08% 130 +73,362 18.18% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 468,459 15,018 0.09% 0.1% 131 -7,031 -1.48% Q4 2025 Jan 29, 2026
COHEN & STEERS, INC. History Reduced 466,255 14,948 0.03% 0.03% 132 -23,414 -4.78% Q4 2025 Feb 13, 2026
RR Advisors, LLC History Reduced 465,591 14,926 4.67% 7.79% 133 -585,409 -55.7% Q4 2025 Feb 12, 2026
Catalyst Capital Advisors LLC History Reduced 458,840 14,710 0.3% 0.36% 134 -106,054 -18.77% Q4 2025 Feb 10, 2026
Icon Wealth Advisors, LLC History Reduced 457,137 14,646 0.98% 1.13% 135 -76,767 -14.38% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 447,383 14,343 0.32% 0.41% 136 +57,142 14.64% Q4 2025 Feb 05, 2026
Cresset Asset Management, LLC History Added to 424,796 13,618 0.06% 0.05% 137 +48,177 12.79% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Reduced 424,593 13,612 0.28% 0.25% 138 -16,530 -3.75% Q4 2025 Feb 05, 2026
PAYDEN & RYGEL History No change 417,070 13,371 0.92% 1.08% 139 0 0.0% Q4 2025 Feb 06, 2026
Private Advisor Group, LLC History Reduced 412,766 13,233 0.06% 0.07% 140 -11,785 -2.78% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 412,732 13,232 0.0% 0.0% 141 +16,221 4.09% Q4 2025 Feb 17, 2026
Turtle Creek Wealth Advisors, LLC History Added to 410,581 13,163 1.04% 1.07% 142 +26,752 6.97% Q4 2025 Jan 28, 2026
Jump Financial, LLC History Added to 407,467 13,063 0.16% 0.09% 143 +165,767 68.58% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Reduced 404,377 12,964 0.55% 0.55% 144 -530 -0.13% Q4 2025 Feb 10, 2026
FIRST MANHATTAN CO. LLC. History Reduced 403,069 12,922 0.03% 0.04% 145 -21,439 -5.05% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Reduced 401,726 12,879 0.18% 0.17% 146 -41,783 -9.42% Q4 2025 Feb 02, 2026
NewEdge Advisors, LLC History Reduced 378,125 12,122 0.04% 0.06% 147 -24,815 -6.16% Q4 2025 Feb 18, 2026
Fogel Capital Management, Inc. History Added to 376,440 12,068 5.56% 5.23% 148 +14,700 4.06% Q4 2025 Feb 02, 2026
WP Advisors, LLC History Added to 374,616 12,010 2.99% 2.94% 149 +5,174 1.4% Q4 2025 Jan 28, 2026
McGowan Group Asset Management, Inc. History Added to 371,150 11,899 1.48% 1.43% 150 +1,908 0.52% Q4 2025 Jan 29, 2026
Cohen Capital Management, Inc. History No change 368,691 11,820 1.78% 1.8% 151 0 0.0% Q4 2025 Jan 20, 2026
DIVIDEND ASSETS CAPITAL, LLC History Reduced 365,174 11,707 2.24% 2.12% 152 -21,721 -5.61% Q4 2025 Feb 12, 2026
Adams Asset Advisors, LLC History Added to 364,668 11,691 1.54% 1.2% 153 +68,000 22.92% Q4 2025 Jan 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 363,097 11,640 0.0% 0.01% 154 -101,652 -21.87% Q4 2025 Feb 12, 2026
GABELLI FUNDS LLC History New 361,625 11,593 0.08% — 155 +361,625 New Q4 2025 Feb 05, 2026
Heritage Wealth Advisors History Reduced 360,341 11,552 0.44% 0.5% 156 -7,074 -1.93% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 359,835 11,536 0.02% 0.02% 157 +14,860 4.31% Q4 2025 Feb 18, 2026
Fisher Funds Management LTD History No change 359,963 11,522 0.3% 0.3% 158 0 0.0% Q4 2025 Jan 26, 2026
AMERIPRISE FINANCIAL INC History Added to 351,035 11,255 0.0% 0.0% 159 +6,143 1.78% Q4 2025 Feb 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 346,080 11,095 0.61% 0.61% 160 +1,070 0.31% Q4 2025 Jan 13, 2026
Bank of New York Mellon Corp History Added to 341,511 10,948 0.0% 0.0% 161 +25,234 7.98% Q4 2025 Feb 10, 2026
DAVENPORT & Co LLC History Added to 340,276 10,913 0.06% 0.06% 162 +3,689 1.1% Q4 2025 Jan 12, 2026
Gagnon Advisors, LLC History No change 339,877 10,896 6.92% 6.56% 163 0 0.0% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 336,049 10,773 0.0% 0.0% 164 -38,698 -10.33% Q4 2025 Feb 17, 2026
GenTrust, LLC History No change 332,201 10,650 0.46% 0.47% 165 0 0.0% Q4 2025 Feb 02, 2026
Sovereign Investment Advisors, LLC History Reduced 330,808 10,605 2.65% 2.84% 166 -1,574 -0.47% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 327,424 10,497 0.04% — 167 +327,424 New Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 313,260 10,043 0.01% 0.01% 168 +18,667 6.34% Q4 2025 Feb 10, 2026
HENNESSY ADVISORS INC History No change 310,050 9,940 0.35% 0.33% 169 0 0.0% Q4 2025 Jan 27, 2026
BALLAST ADVISORS LLC History Reduced 309,009 9,906 2.73% 2.72% 170 -6,541 -2.07% Q4 2025 Feb 03, 2026
Seven Post Investment Office LP History No change 302,130 9,686 3.46% 3.4% 171 0 0.0% Q4 2025 Jan 29, 2026
HUB Investment Partners, LLC History Added to 299,701 9,608 0.25% 0.3% 172 +6,325 2.16% Q4 2025 Feb 17, 2026
Edgemoor Investment Advisors, Inc. History Reduced 297,525 9,538 0.74% 0.73% 173 -5,812 -1.92% Q4 2025 Feb 10, 2026
Inscription Capital, LLC History Added to 297,073 9,524 0.98% 1.0% 174 +1,505 0.51% Q4 2025 Jan 29, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Added to 296,144 9,494 0.46% 0.45% 175 +9,000 3.13% Q4 2025 Jan 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 290,379 9,309 0.12% 0.12% 176 +24,216 9.1% Q4 2025 Feb 10, 2026
Pathway Financial Advisers, LLC History Added to 289,794 9,290 2.69% 2.62% 177 +2,638 0.92% Q4 2025 Feb 06, 2026
Delta Investment Management, LLC History Reduced 285,369 9,148 1.59% 1.73% 178 -22,699 -7.37% Q4 2025 Jan 30, 2026
Steward Partners Investment Advisory, LLC History Added to 283,906 9,102 0.05% 0.05% 179 +29,911 11.78% Q4 2025 Feb 12, 2026
Linscomb Wealth, Inc. History Reduced 275,582 8,835 0.37% 0.37% 180 -434 -0.16% Q4 2025 Feb 10, 2026
GP Brinson Investments LLC History Reduced 271,463 8,703 3.75% 7.37% 181 -306,466 -53.03% Q4 2025 Jan 02, 2026
Choate Investment Advisors History Reduced 265,991 8,527 0.17% 0.18% 182 -10,498 -3.8% Q4 2025 Feb 09, 2026
Hurley Capital, LLC History Reduced 264,232 8,471 4.74% 5.03% 183 -21,705 -7.59% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 261,216 8,374 0.0% 0.0% 184 -65,586 -20.07% Q4 2025 Feb 12, 2026
WALNUT PRIVATE EQUITY PARTNERS, LLC History No change 260,978 8,366 4.87% 4.62% 185 0 0.0% Q4 2025 Jan 06, 2026
ACCOUNT MANAGEMENT LLC History No change 257,210 8,246 8.85% 8.57% 186 0 0.0% Q4 2025 Feb 02, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 257,276 8,243 1.07% 1.08% 187 -1,480 -0.57% Q4 2025 Jan 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 255,783 8,200 0.43% 0.49% 188 +4,147 1.65% Q4 2025 Jan 26, 2026
AMERICAN FINANCIAL GROUP INC History No change 255,000 8,175 2.96% 3.07% 189 0 0.0% Q4 2025 Feb 12, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 254,426 8,156 0.23% 0.22% 190 +5,682 2.28% Q4 2025 Jan 12, 2026
Segment Wealth Management, LLC History No change 251,751 8,071 0.47% 0.47% 191 0 0.0% Q4 2025 Jan 29, 2026
Lido Advisors, LLC History Added to 254,694 8,021 0.02% 0.02% 192 +1,792 0.71% Q4 2025 Feb 10, 2026
Jackson Hole Capital Partners, LLC History Reduced 246,142 7,891 1.35% 1.32% 193 -745 -0.3% Q4 2025 Jan 30, 2026
Advisors Asset Management, Inc. History Added to 244,128 7,826 0.13% 0.12% 194 +14,217 6.18% Q4 2025 Feb 12, 2026
Sound View Wealth Advisors Group, LLC History Reduced 243,112 7,794 0.52% 0.53% 195 -2,832 -1.15% Q4 2025 Jan 08, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 242,535 7,775 0.5% 0.5% 196 -4,195 -1.7% Q4 2025 Jan 07, 2026
Renaissance Investment Group LLC History Reduced 231,560 7,423 1.5% 1.47% 197 -214 -0.09% Q4 2025 Jan 06, 2026
Sunbelt Securities, Inc. History Added to 227,327 7,288 0.49% 0.49% 198 +1,371 0.61% Q4 2025 Feb 20, 2026
EP Wealth Advisors, LLC History New 223,607 7,168 0.04% — 199 +223,607 New Q4 2025 Feb 18, 2026
Nitor Capital Management LLC History New 222,604 7,136 6.35% — 200 +222,604 New Q4 2025 Feb 17, 2026
WEXFORD CAPITAL LP History No change 219,887 7,049 1.36% 0.99% 201 0 0.0% Q4 2025 Feb 13, 2026
Ellsworth Advisors, LLC History Reduced 215,731 7,037 1.39% 1.49% 202 -13,642 -5.95% Q4 2025 Jan 16, 2026
Loudon Investment Management, LLC History Added to 217,907 6,986 3.65% 3.56% 203 +536 0.25% Q4 2025 Feb 12, 2026
Evercore Wealth Management, LLC History No change 216,493 6,940 0.1% 0.1% 204 0 0.0% Q4 2025 Feb 17, 2026
Rothschild Capital Partners, LLC History Reduced 216,431 6,938 1.63% 1.85% 205 -34,193 -13.64% Q4 2025 Feb 17, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 214,327 6,871 0.09% 0.09% 206 -134 -0.06% Q4 2025 Feb 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 213,660 6,849 0.1% 0.1% 207 0 0.0% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 213,002 6,828 0.38% 0.39% 208 -5,300 -2.43% Q4 2025 Feb 10, 2026
BROWN ADVISORY INC History Reduced 212,008 6,796 0.01% 0.01% 209 -75,172 -26.18% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 208,328 6,678 0.23% 0.22% 210 -2,783 -1.32% Q4 2025 Feb 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 208,269 6,677 0.03% 0.03% 211 -3,697 -1.74% Q4 2025 Feb 09, 2026
Clarkston Capital Partners, LLC History Added to 205,800 6,597 0.15% 0.14% 212 +1,200 0.59% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 205,033 6,573 0.09% 0.11% 213 -36,471 -15.1% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Reduced 204,385 6,552 0.14% 0.14% 214 -5,231 -2.5% Q4 2025 Feb 02, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 204,273 6,548 0.06% 0.06% 215 -500 -0.24% Q4 2025 Feb 05, 2026
Gilman Hill Asset Management, LLC History Reduced 202,978 6,507 1.03% 1.01% 216 -2,415 -1.18% Q4 2025 Jan 12, 2026
Hexagon Capital Partners LLC History No change 202,272 6,484 1.2% 1.27% 217 0 0.0% Q4 2025 Feb 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 202,027 6,476 0.71% 0.74% 218 -6,000 -2.88% Q4 2025 Jan 20, 2026
OUTFITTERS FINANCIAL LLC History No change 200,372 6,423 5.05% 5.07% 219 0 0.0% Q4 2025 Jan 28, 2026
LM Advisors LLC History New 204 6,355 0.11% — 220 +204 New Q4 2025 Feb 13, 2026
OAK FAMILY ADVISORS, LLC History Added to 197,001 6,315 1.73% 1.5% 221 +5,104 2.66% Q4 2025 Feb 03, 2026
Knollwood Investment Advisory, LLC History Added to 196,968 6,314 0.59% 0.55% 222 +1,029 0.53% Q4 2025 Feb 13, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 195,725 6,274 0.37% 0.38% 223 -4,210 -2.11% Q4 2025 Feb 06, 2026
Snowden Capital Advisors LLC History Added to 194,520 6,236 0.16% 0.16% 224 +7,347 3.93% Q4 2025 Feb 17, 2026
Baldwin Investment Management, LLC History Reduced 191,988 6,155 0.69% 0.69% 225 -452 -0.23% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Added to 188,658 6,048 0.15% 0.11% 226 +55,729 41.92% Q4 2025 Feb 04, 2026
Elgethun Capital Management History Added to 184,331 5,909 1.02% 0.98% 227 +10,765 6.2% Q4 2025 Feb 10, 2026
CFM WEALTH PARTNERS LLC History Reduced 183,670 5,888 0.85% 0.85% 228 -4,000 -2.13% Q4 2025 Jan 27, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 181,988 5,834 0.04% 0.04% 229 -8,394 -4.41% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 181,116 5,806 0.04% 0.05% 230 -16,852 -8.51% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 181,005 5,803 0.0% 0.0% 231 +23,680 15.05% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History New 180,000 5,770 0.01% — 232 +180,000 New Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 179,118 5,742 0.03% 0.03% 233 +9,569 5.64% Q4 2025 Feb 10, 2026
Hardman Johnston Global Advisors LLC History Added to 178,885 5,735 0.27% 0.24% 234 +21,737 13.83% Q4 2025 Jan 23, 2026
Birch Capital Management, LLC History Added to 177,808 5,700 2.84% 2.76% 235 +5,092 2.95% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History Added to 177,759 5,698 0.12% 0.11% 236 +8,392 4.95% Q4 2025 Feb 17, 2026
AR ASSET MANAGEMENT INC History No change 177,060 5,677 1.16% 1.17% 237 0 0.0% Q4 2025 Feb 09, 2026
FourThought Financial Partners, LLC History Added to 176,229 5,649 0.48% 0.47% 238 +6,461 3.81% Q4 2025 Feb 06, 2026
Pekin Hardy Strauss, Inc. History Added to 169,393 5,430 0.5% 0.5% 239 +9,060 5.65% Q4 2025 Jan 30, 2026
Annandale Capital, LLC History Reduced 168,031 5,387 0.64% 0.89% 240 -96 -0.06% Q4 2025 Feb 12, 2026
ArchPoint Investors History Added to 167,438 5,368 1.27% 1.43% 241 +540 0.32% Q4 2025 Feb 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 167,064 5,356 0.03% 0.03% 242 -18,861 -10.14% Q4 2025 Jan 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 165,965 5,320 0.85% 0.94% 243 +1,000 0.61% Q4 2025 Jan 26, 2026
CWM, LLC History Added to 164,980 5,289 0.01% 0.01% 244 +16,953 11.45% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Added to 164,623 5,277 0.31% 0.27% 245 +1,006 0.61% Q4 2025 Feb 17, 2026
Argent Trust Co History Reduced 164,140 5,262 0.18% 0.18% 246 -679 -0.41% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Reduced 160,887 5,158 0.0% 0.0% 247 -4,999 -3.01% Q4 2025 Feb 11, 2026
Hollow Brook Wealth Management LLC History Reduced 159,726 5,120 1.32% 1.36% 248 -23,458 -12.81% Q4 2025 Feb 17, 2026
A. D. Beadell Investment Counsel, Inc. History No change 155,910 4,998 3.25% 3.32% 249 0 0.0% Q4 2025 Jan 14, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Reduced 154,386 4,949 1.05% 1.12% 250 -23,750 -13.33% Q4 2025 Jan 15, 2026
Summit Financial, LLC History Added to 153,175 4,910 0.07% 0.07% 251 +4,491 3.02% Q4 2025 Feb 13, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 138,370 4,907 3.44% 3.11% 252 -1,041 -0.75% Q4 2025 Feb 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 152,098 4,876 0.14% 0.14% 253 0 0.0% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Added to 151,770 4,865 0.17% 0.15% 254 +20,176 15.33% Q4 2025 Jan 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 151,595 4,860 0.05% 0.05% 255 -157 -0.1% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 150,376 4,821 0.03% 0.03% 256 +7,611 5.33% Q4 2025 Feb 17, 2026
FIRST FOUNDATION ADVISORS History Added to 150,062 4,810 0.18% 0.15% 257 +19,428 14.87% Q4 2025 Feb 04, 2026
True North Advisors, LLC History Reduced 150,001 4,809 0.62% 0.75% 259 -668 -0.44% Q4 2025 Jan 22, 2026
Canal Insurance CO History No change 150,000 4,809 1.17% 1.0% 258 0 0.0% Q4 2025 Feb 03, 2026
PFG Investments, LLC History Reduced 147,046 4,714 0.22% 0.24% 260 -2,510 -1.68% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Added to 146,964 4,711 0.05% 0.08% 261 +2,867 1.99% Q4 2025 Jan 29, 2026
HB Wealth Management, LLC History Added to 146,556 4,698 0.03% 0.03% 262 +10,383 7.62% Q4 2025 Jan 28, 2026
KKM Financial LLC History Added to 146,480 4,696 0.83% 1.23% 263 +21,478 17.18% Q4 2025 Feb 18, 2026
ASHFORD CAPITAL MANAGEMENT INC History Reduced 144,610 4,636 0.52% 0.57% 264 -19,460 -11.86% Q4 2025 Feb 17, 2026
Meixler Investment Management, Ltd. History Added to 142,925 4,582 2.78% 2.39% 265 +18,150 14.55% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 140,523 4,505 0.05% 0.05% 266 +2,198 1.59% Q4 2025 Jan 20, 2026
EPACRIA CAPITAL PARTNERS, LLC History No change 139,372 4,468 3.54% 3.54% 267 0 0.0% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 139,054 4,465 0.06% 0.06% 268 -14,891 -9.67% Q4 2025 Jan 23, 2026
CAPITAL ADVISORS INC/OK History Added to 139,257 4,464 0.07% 0.07% 269 +6,296 4.74% Q4 2025 Jan 15, 2026
HUTNER CAPITAL MANAGEMENT INC History Reduced 137,053 4,393 1.83% 1.82% 270 -731 -0.53% Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 135,459 4,342 0.14% 0.14% 271 +6,139 4.75% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Added to 135,406 4,341 0.01% 0.01% 272 +15,813 13.22% Q4 2025 Feb 06, 2026
F/m Investments LLC History No change 134,731 4,319 0.16% 0.16% 273 0 0.0% Q4 2025 Feb 03, 2026
J.W. COLE ADVISORS, INC. History Reduced 139,721 4,318 0.1% 0.08% 274 -720 -0.51% Q4 2025 Feb 11, 2026
Shoker Investment Counsel, Inc. History Reduced 134,359 4,307 1.26% 1.25% 275 -1,064 -0.79% Q4 2025 Feb 04, 2026
TOWER BRIDGE ADVISORS History Reduced 132,635 4,252 0.43% 0.42% 276 -1,500 -1.12% Q4 2025 Feb 13, 2026
R.H. Investment Group, LLC History No change 131,595 4,218 3.53% 3.57% 277 0 0.0% Q4 2025 Jan 16, 2026
SAPIENT CAPITAL LLC History Added to 130,361 4,185 0.06% 0.06% 278 +522 0.4% Q4 2025 Feb 05, 2026
WCG Wealth Advisors LLC History Added to 130,450 4,182 0.12% 0.2% 279 +27,743 27.01% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 128,767 4,128 0.03% — 280 +128,767 New Q4 2025 Feb 18, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 128,252 4,111 0.03% 1.25% 281 -5,456,163 -97.7% Q4 2025 Feb 17, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 127,385 4,083 0.4% 0.4% 282 0 0.0% Q4 2025 Jan 20, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History Reduced 126,990 4,071 1.8% 1.7% 283 -1,800 -1.4% Q4 2025 Jan 16, 2026
Cyndeo Wealth Partners, LLC History Added to 126,956 4,070 0.22% 0.22% 284 +965 0.77% Q4 2025 Jan 07, 2026
BCM ADVISORS, LLC History No change 122,984 4,063 0.78% 0.77% 285 0 0.0% Q4 2025 Jan 26, 2026
AVENIR CORP History No change 125,478 4,022 0.44% 0.41% 286 0 0.0% Q4 2025 Feb 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 124,796 4,000 0.25% 0.26% 287 -2,474 -1.94% Q4 2025 Jan 21, 2026
JFS WEALTH ADVISORS, LLC History Reduced 122,908 3,940 0.22% 0.23% 288 -3,650 -2.88% Q4 2025 Jan 14, 2026
AM INVESTMENT STRATEGIES LLC History Added to 122,749 3,935 0.82% 0.82% 289 +1,837 1.52% Q4 2025 Feb 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 122,458 3,926 0.05% 0.05% 290 +440 0.36% Q4 2025 Jan 29, 2026
Cercano Management LLC History No change 120,021 3,847 0.15% 0.14% 291 0 0.0% Q4 2025 Feb 10, 2026
Cherokee Insurance Co History No change 120,000 3,847 1.56% 1.61% 292 0 0.0% Q4 2025 Jan 29, 2026
Pasadena Private Wealth, LLC History Added to 119,400 3,827 0.52% 0.23% 293 +69,264 138.15% Q4 2025 Feb 10, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 119,376 3,827 0.45% 0.45% 294 +1,933 1.65% Q4 2025 Jan 12, 2026
Rollins Financial Advisors, LLC History Reduced 119,325 3,825 0.56% 0.64% 295 -15,165 -11.28% Q4 2025 Feb 04, 2026
NICHOLAS COMPANY, INC. History No change 119,100 3,818 0.07% 0.06% 296 0 0.0% Q4 2025 Feb 04, 2026
MONECO ADVISORS, LLC History Added to 118,372 3,795 0.3% 0.31% 297 +818 0.7% Q4 2025 Feb 04, 2026
Legacy Advisors, LLC History Added to 117,385 3,763 0.4% 0.45% 298 +931 0.8% Q4 2025 Jan 27, 2026
Private Wealth Partners, LLC History Added to 117,300 3,760 0.27% 0.24% 299 +11,150 10.5% Q4 2025 Jan 27, 2026
Allworth Financial LP History New 115,884 3,715 0.02% — 300 +115,884 New Q4 2025 Feb 05, 2026
ProVise Management Group, LLC History Added to 115,708 3,709 0.26% 0.27% 301 +345 0.3% Q4 2025 Jan 29, 2026
INTEGRITY ALLIANCE, LLC. History Added to 114,931 3,684 0.13% 0.13% 302 +23,681 25.95% Q4 2025 Feb 09, 2026
FLC Capital Advisors History Added to 113,190 3,628 0.67% 0.67% 303 +1,925 1.73% Q4 2025 Feb 11, 2026
Jefferies Financial Group Inc. History Added to 113,070 3,625 0.02% 0.0% 304 +100,180 777.19% Q4 2025 Feb 09, 2026
ARS Investment Partners, LLC History Reduced 112,187 3,596 0.21% 0.23% 305 -110 -0.1% Q4 2025 Feb 05, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 112,063 3,592 0.05% 0.05% 306 -15,310 -12.02% Q4 2025 Feb 11, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 111,996 3,590 0.37% 0.36% 307 +14,031 14.32% Q4 2025 Feb 09, 2026
Teamwork Financial Advisors, LLC History Added to 111,009 3,558 0.36% 0.33% 308 +9,628 9.5% Q4 2025 Jan 09, 2026
TD Waterhouse Canada Inc. History Added to 110,994 3,556 0.02% 0.02% 309 +2,136 1.96% Q4 2025 Jan 27, 2026
Apollon Wealth Management, LLC History Reduced 108,980 3,493 0.06% 0.06% 310 -3,019 -2.7% Q4 2025 Jan 22, 2026
XML Financial, LLC History Reduced 108,869 3,490 0.28% 0.3% 311 -9,166 -7.77% Q4 2025 Feb 11, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History Reduced 108,846 3,489 2.19% 2.1% 312 -3,238 -2.89% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 108,446 3,476 0.04% 0.03% 314 +39,241 56.7% Q4 2025 Jan 23, 2026
Tweedy, Browne Co LLC History No change 108,435 3,476 0.28% 0.29% 313 0 0.0% Q4 2025 Feb 03, 2026
Clear Trail Advisors, LLC History New 108,147 3,467 0.8% — 315 +108,147 New Q4 2025 Jan 09, 2026
JB Capital LLC History Reduced 108,043 3,463 0.14% 0.16% 316 -11,056 -9.28% Q4 2025 Jan 20, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 107,992 3,462 0.11% 0.11% 317 +3,985 3.83% Q4 2025 Jan 12, 2026
BLACKHILL CAPITAL INC History No change 107,704 3,452 0.18% 0.17% 318 0 0.0% Q4 2025 Feb 13, 2026
Pacer Advisors, Inc. History Reduced 107,192 3,436 0.01% 0.01% 319 -6,074 -5.36% Q4 2025 Feb 24, 2026
Calamos Advisors LLC History No change 105,810 3,392 0.01% 0.01% 320 0 0.0% Q4 2025 Jan 29, 2026
SEI INVESTMENTS CO History Reduced 105,788 3,391 0.0% 0.0% 321 -4,368 -3.97% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 105,773 3,391 0.0% 0.0% 322 +3,834 3.76% Q4 2025 Feb 13, 2026
Hilton Capital Management, LLC History Reduced 104,630 3,354 0.25% 0.3% 323 -15,250 -12.72% Q4 2025 Feb 12, 2026
BOKF, NA History Added to 104,469 3,349 0.05% 0.05% 324 +724 0.7% Q4 2025 Feb 03, 2026
TRITONPOINT WEALTH, LLC History Reduced 104,176 3,339 0.34% 0.3% 325 -8,480 -7.53% Q4 2025 Jan 20, 2026
River Road Asset Management, LLC History Reduced 103,165 3,307 0.04% 0.05% 326 -38,225 -27.04% Q4 2025 Feb 24, 2026
Lavaca Capital LLC History No change 103,098 3,305 0.53% 0.56% 327 0 0.0% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Added to 102,771 3,294 0.11% 0.11% 328 +5,100 5.22% Q4 2025 Jan 30, 2026
Curi Capital, LLC History Added to 101,955 3,268 0.06% 0.06% 329 +1,674 1.67% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 101,759 3,262 0.02% 0.01% 330 +76,502 302.89% Q4 2025 Feb 17, 2026
Cannell & Spears LLC History Reduced 101,170 3,243 0.06% 0.06% 331 -1,890 -1.83% Q4 2025 Feb 17, 2026
Verity & Verity, LLC History Reduced 100,086 3,208 0.25% 0.25% 332 -139 -0.14% Q4 2025 Feb 10, 2026
DOLIVER ADVISORS, LP History Added to 99,313 3,183 0.8% 0.79% 333 +1,400 1.43% Q4 2025 Jan 06, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 95,851 3,072 0.1% 0.1% 334 -835 -0.86% Q4 2025 Jan 30, 2026
MML INVESTORS SERVICES, LLC History Added to 95,762 3,070 0.01% 0.01% 335 +14,961 18.52% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Reduced 95,380 3,057 0.05% 0.06% 336 -2,847 -2.9% Q4 2025 Jan 16, 2026
Wealthcare Advisory Partners LLC History Reduced 94,971 3,044 0.06% 0.06% 337 -1,684 -1.74% Q4 2025 Jan 14, 2026
Blue Trust, Inc. History Added to 94,523 3,030 0.03% 0.03% 338 +2,324 2.52% Q4 2025 Jan 16, 2026
Valeo Financial Advisors, LLC History Added to 94,396 3,026 0.07% 0.07% 339 +1,349 1.45% Q4 2025 Feb 04, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 85,942 3,000 0.43% 0.24% 340 +37,345 76.85% Q4 2025 Feb 11, 2026
PINNACLE ASSOCIATES LTD History Added to 93,572 2,999 0.04% 0.04% 341 +21 0.02% Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History Added to 93,225 2,988 0.04% 0.04% 342 +890 0.96% Q4 2025 Feb 09, 2026
FIRST TRUST ADVISORS LP History Reduced 91,077 2,919 0.0% 0.0% 343 -5,285 -5.48% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 90,187 2,891 0.01% 0.01% 344 -8,175 -8.31% Q4 2025 Jan 30, 2026
Trinity Legacy Partners, LLC History No change 90,096 2,888 0.66% 0.64% 345 0 0.0% Q4 2025 Jan 26, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 90,079 2,887 0.04% 0.07% 346 -55,989 -38.33% Q4 2025 Feb 17, 2026
Certified Advisory Corp History Added to 89,344 2,864 0.26% 0.26% 347 +1,429 1.63% Q4 2025 Jan 12, 2026
Pinnacle Holdings, LLC History Reduced 88,894 2,849 0.96% 0.98% 348 -794 -0.89% Q4 2025 Feb 12, 2026
COWA, LLC History Added to 88,146 2,825 0.86% 0.87% 349 +4,513 5.4% Q4 2025 Feb 12, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 87,815 2,815 0.12% 0.12% 350 0 0.0% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 86,787 2,782 0.01% 0.01% 351 +7,220 9.07% Q4 2025 Feb 17, 2026
Greenline Partners, LLC History Added to 86,467 2,772 0.32% 0.29% 352 +10,435 13.72% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 85,892 2,753 0.05% 0.07% 353 -22,504 -20.76% Q4 2025 Feb 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 85,587 2,743 0.03% 0.03% 354 +867 1.02% Q4 2025 Feb 02, 2026
Verity Asset Management, Inc. History Reduced 85,284 2,734 1.17% 1.63% 355 -74,198 -46.52% Q4 2025 Jan 30, 2026
Corps Capital Advisors, LLC History Reduced 84,970 2,724 2.82% 4.03% 356 -64 -0.08% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 84,659 2,714 0.13% 0.11% 357 +3,117 3.82% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 84,457 2,707 0.04% 0.03% 358 +32,940 63.94% Q4 2025 Mar 12, 2026
GraniteShares Advisors LLC History Reduced 84,178 2,698 1.64% 1.77% 359 -13,433 -13.76% Q4 2025 Jan 27, 2026
WEDBUSH SECURITIES INC History Added to 83,473 2,676 0.08% 0.08% 360 +1,496 1.82% Q4 2025 Feb 12, 2026
Tufton Capital Management History Reduced 83,046 2,662 0.47% 0.49% 361 -4,691 -5.35% Q4 2025 Jan 28, 2026
Wilmington Savings Fund Society, FSB History Reduced 83,005 2,661 0.06% 0.07% 362 -4,000 -4.6% Q4 2025 Feb 12, 2026
Arkadios Wealth Advisors History Added to 82,943 2,659 0.05% 0.06% 363 +6,834 8.98% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Reduced 82,576 2,647 0.02% 0.02% 364 -9,005 -9.83% Q4 2025 Jan 27, 2026
Procyon Advisors, LLC History Added to 82,313 2,638 0.13% 0.01% 365 +74,635 972.06% Q4 2025 Jan 07, 2026
EVERETT HARRIS & CO /CA/ History Reduced 81,311 2,606 0.03% 0.03% 366 -2,594 -3.09% Q4 2025 Feb 11, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 80,491 2,580 1.02% — 367 +80,491 New Q4 2025 Jan 15, 2026
RWA WEALTH PARTNERS, LLC History Added to 79,897 2,561 0.03% 0.03% 368 +93 0.12% Q4 2025 Feb 12, 2026
Baer Investment Advisory LLC History Added to 79,774 2,557 2.43% 1.24% 369 +33,549 72.58% Q4 2025 Jan 21, 2026
CASTLEARK MANAGEMENT LLC History No change 79,461 2,547 0.07% 0.07% 370 0 0.0% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 78,468 2,515 0.09% 0.09% 371 -647 -0.82% Q4 2025 Jan 21, 2026
Cullen Capital Management, LLC History Reduced 78,203 2,507 0.03% 0.03% 372 -6,702 -7.89% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 78,046 2,502 0.03% 0.03% 373 -29,366 -27.34% Q4 2025 Feb 13, 2026
Applied Capital LLC/FL History Added to 77,932 2,498 1.48% 1.3% 375 +10,666 15.86% Q4 2025 Jan 16, 2026
FIDUCIENT ADVISORS LLC History Added to 77,925 2,498 0.31% 0.28% 374 +2,421 3.21% Q4 2025 Feb 10, 2026
Callahan Advisors, LLC History Added to 77,205 2,475 0.2% 0.2% 376 +157 0.2% Q4 2025 Feb 06, 2026
Caprock Group, LLC History Reduced 76,277 2,445 0.05% 0.07% 377 -17,627 -18.77% Q4 2025 Jan 28, 2026
HUNTINGTON NATIONAL BANK History Reduced 75,404 2,417 0.01% 0.01% 378 -2,516 -3.23% Q4 2025 Feb 09, 2026
Haverford Trust Co History No change 74,359 2,383 0.02% 0.02% 379 0 0.0% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 74,095 2,375 0.05% 0.05% 380 +2,872 4.03% Q4 2025 Feb 03, 2026
CHATHAM CAPITAL GROUP, INC. History Added to 73,493 2,356 0.34% 0.33% 381 +37 0.05% Q4 2025 Jan 14, 2026
SMITH, MOORE & CO. History Added to 72,263 2,316 0.18% 0.14% 382 +14,129 24.3% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Added to 72,120 2,312 0.04% 0.04% 383 +12,265 20.49% Q4 2025 Feb 06, 2026
IFG Advisory, LLC History Reduced 72,105 2,311 0.1% 0.11% 384 -2,374 -3.19% Q4 2025 Feb 10, 2026
SL ADVISORS, LLC History Reduced 71,745 2,300 4.71% 4.55% 385 -2,226 -3.01% Q4 2025 Jan 08, 2026
IHT Wealth Management, LLC History Added to 71,740 2,299 0.06% 0.06% 386 +459 0.64% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 71,586 2,295 0.03% 0.03% 387 +132 0.18% Q4 2025 Feb 10, 2026
Samalin Investment Counsel, LLC History Reduced 71,215 2,283 0.81% 0.79% 388 -2,482 -3.37% Q4 2025 Jan 30, 2026
McAlvany Wealth Management LLC History New 70,336 2,254 1.72% — 389 +70,336 New Q4 2025 Mar 25, 2026
Paragon Advisors, LLC History Reduced 70,288 2,253 0.61% 0.58% 390 -1,996 -2.76% Q4 2025 Jan 12, 2026
One Charles Private Wealth Services, LLC History No change 70,175 2,249 0.58% 0.58% 391 0 0.0% Q4 2025 Feb 06, 2026
HWG Holdings LP History Added to 70,002 2,244 0.54% 0.3% 392 +31,779 83.14% Q4 2025 Jan 12, 2026
Intellus Advisors LLC History Added to 69,885 2,240 0.3% 0.27% 393 +5,708 8.89% Q4 2025 Feb 06, 2026
Crescent Grove Advisors, LLC History Reduced 69,662 2,233 0.21% 0.51% 395 -102,232 -59.47% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 69,655 2,233 0.05% 0.03% 394 +31,362 81.9% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History Reduced 69,630 2,232 0.0% 0.0% 396 -14,980 -17.7% Q4 2025 Feb 05, 2026
B. Riley Wealth Advisors, Inc. History Reduced 69,114 2,215 0.1% 0.1% 397 -18,219 -20.86% Q4 2025 Feb 17, 2026
RS CRUM INC. History No change 68,703 2,202 0.44% 0.48% 398 0 0.0% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 67,900 2,176 0.59% 0.89% 399 0 0.0% Q4 2025 Feb 09, 2026
Avidian Wealth Enterprises, LLC History Reduced 66,843 2,143 0.08% 0.09% 400 -9,635 -12.6% Q4 2025 Feb 02, 2026
United Advisor Group, LLC History Added to 66,667 2,137 0.27% 0.27% 401 +1,698 2.61% Q4 2025 Jan 26, 2026
ORG Wealth Partners, LLC History Added to 66,266 2,124 0.5% 0.44% 402 +317 0.48% Q4 2025 Jan 14, 2026
Merit Financial Group, LLC History Added to 66,085 2,118 0.02% 0.02% 403 +10,005 17.84% Q4 2025 Jan 26, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 65,935 2,113 0.09% 0.09% 404 0 0.0% Q4 2025 Feb 09, 2026
Charles Schwab Trust Co History Reduced 65,518 2,100 0.14% 0.14% 405 -1,500 -2.24% Q4 2025 Jan 09, 2026
PALISADE CAPITAL MANAGEMENT, LP History Added to 65,461 2,098 0.06% 0.05% 406 +2,469 3.92% Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Added to 65,271 2,092 0.02% 0.02% 407 +4,201 6.88% Q4 2025 Feb 10, 2026
IEQ CAPITAL, LLC History Reduced 64,489 2,067 0.01% 0.01% 408 -2,232 -3.35% Q4 2025 Feb 13, 2026
Intrua Financial, LLC History Reduced 64,247 2,059 0.22% 0.25% 409 -8,378 -11.54% Q4 2025 Feb 05, 2026
Optimist Retirement Group LLC History Reduced 64,065 2,053 0.94% 0.91% 410 -9 -0.01% Q4 2025 Feb 09, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 63,800 2,045 1.22% 1.35% 411 -465 -0.72% Q4 2025 Feb 17, 2026
Cornerstone Select Advisors, LLC History Added to 63,730 2,043 1.42% 1.43% 412 +1,553 2.5% Q4 2025 Feb 10, 2026
Visionary Wealth Advisors History Reduced 63,531 2,036 0.09% 0.09% 413 -119 -0.19% Q4 2025 Feb 13, 2026
C2C Wealth Management, LLC History No change 63,146 2,024 1.71% 1.69% 414 0 0.0% Q4 2025 Jan 21, 2026
CENTRAL VALLEY ADVISORS, LLC History Added to 62,767 2,012 0.6% 0.57% 415 +4,246 7.26% Q4 2025 Jan 12, 2026
Silverberg Bernstein Capital Management LLC History No change 62,480 2,003 1.16% 1.19% 416 0 0.0% Q4 2025 Jan 12, 2026
L. Roy Papp & Associates, LLP History Added to 61,845 1,982 0.22% 0.19% 417 +6,789 12.33% Q4 2025 Jan 28, 2026
Virtu Financial LLC History Added to 61,124 1,960 0.08% 0.08% 418 +14,155 30.14% Q4 2025 Feb 23, 2026
Magnus Financial Group LLC History Added to 60,985 1,955 0.15% 0.15% 419 +591 0.98% Q4 2025 Jan 07, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 60,604 1,942 0.76% 0.74% 420 +200 0.33% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 60,548 1,941 0.03% — 421 +60,548 New Q4 2025 Feb 13, 2026
Morey & Quinn Wealth Partners, LLC History Reduced 60,078 1,926 1.38% 1.43% 422 -2,000 -3.22% Q4 2025 Jan 27, 2026
Whipplewood Advisors, LLC History Reduced 59,945 1,921 1.23% 1.26% 423 -1,245 -2.03% Q4 2025 Feb 17, 2026
EDMP, INC. History Reduced 59,715 1,914 1.57% 1.79% 424 -12,665 -17.5% Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Reduced 59,494 1,907 0.06% 0.09% 425 -35,097 -37.1% Q4 2025 Jan 09, 2026
Robertson Stephens Wealth Management, LLC History Added to 59,377 1,903 0.05% 0.03% 426 +25,261 74.04% Q4 2025 Feb 02, 2026
PROMETHIUM ADVISORS,LLC History Added to 59,339 1,902 1.03% 1.05% 427 +755 1.29% Q4 2025 Feb 12, 2026
Pinnacle West Asset Management, Inc. History Reduced 58,537 1,877 1.22% 1.21% 428 -1,423 -2.37% Q4 2025 Feb 10, 2026
Avion Wealth History Added to 57,809 1,853 0.39% 0.38% 429 +1,400 2.48% Q4 2025 Jan 23, 2026
Creegan & Nassoura Financial Group, LLC History No change 57,608 1,846 1.2% 1.16% 430 0 0.0% Q4 2025 Feb 17, 2026
GM Advisory Group, LLC History Reduced 57,557 1,845 0.07% 0.1% 431 -17,639 -23.46% Q4 2025 Feb 13, 2026
Lifetime Wealth Management P.C. History New 57,381 1,839 1.15% — 432 +57,381 New Q4 2025 Mar 25, 2026
Royal Palms Capital LLC History New 57,090 1,830 2.17% — 433 +57,090 New Q4 2025 Feb 09, 2026
Argent Advisors, Inc. History Added to 56,007 1,795 0.5% 0.49% 434 +2,433 4.54% Q4 2025 Feb 11, 2026
Ausdal Financial Partners, Inc. History Reduced 55,242 1,771 0.08% 0.09% 435 -4,257 -7.15% Q4 2025 Feb 13, 2026
Inspire Advisors, LLC History Reduced 55,070 1,765 0.16% 0.19% 436 -9,209 -14.33% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 54,845 1,758 0.04% 0.04% 437 +2,727 5.23% Q4 2025 Jan 28, 2026
Cadence Bank History Reduced 54,661 1,752 0.1% 0.11% 438 -5,664 -9.39% Q4 2025 Jan 30, 2026
Northstar Advisory Group, LLC History Added to 54,481 1,746 0.62% 0.46% 440 +18,789 52.64% Q4 2025 Jan 15, 2026
Quadrant Private Wealth Management, LLC History Added to 54,469 1,746 0.29% 0.31% 439 +3 0.01% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History Added to 54,088 1,734 0.02% 0.02% 441 +1,250 2.37% Q4 2025 Feb 13, 2026
Argyle Capital Partners, LLC History Reduced 53,787 1,724 1.26% 1.21% 442 -219 -0.41% Q4 2025 Feb 17, 2026
Fund Advisors of America Inc/FL History New 53,539 1,716 1.57% — 443 +53,539 New Q4 2025 Mar 13, 2026
Covenant Asset Management, LLC History Reduced 53,190 1,705 0.2% 0.19% 444 -1,434 -2.63% Q4 2025 Jan 30, 2026
MSH Capital Advisors LLC History Added to 53,154 1,704 0.36% 0.2% 445 +29,651 126.16% Q4 2025 Feb 09, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 53,147 1,703 0.27% 0.3% 446 0 0.0% Q4 2025 Jan 29, 2026
Red Door Wealth Management, LLC History Added to 52,618 1,686 0.18% 0.15% 447 +6,661 14.49% Q4 2025 Jan 20, 2026
GFS Advisors, LLC History No change 52,500 1,683 0.2% 0.21% 448 0 0.0% Q4 2025 Feb 11, 2026
Patten Group, Inc. History Added to 52,391 1,679 0.31% 0.31% 449 +1,851 3.66% Q4 2025 Jan 23, 2026
Evanson Asset Management, LLC History Added to 52,352 1,678 0.09% 0.09% 451 +243 0.47% Q4 2025 Jan 12, 2026
R.H. Dinel Investment Counsel, Inc. History No change 52,350 1,678 1.23% 1.06% 450 0 0.0% Q4 2025 Jan 14, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 52,198 1,673 0.01% 0.01% 452 -3,267 -5.89% Q4 2025 Feb 12, 2026
Capital Investment Advisory Services, LLC History Added to 51,672 1,656 0.12% 0.12% 453 +1,913 3.84% Q4 2025 Jan 21, 2026
Lee Financial Co History Reduced 51,591 1,654 0.22% 0.25% 454 -11,452 -18.17% Q4 2025 Jan 22, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 51,258 1,643 0.04% 0.04% 455 +3,678 7.73% Q4 2025 Feb 09, 2026
Samjo Management, LLC History Added to 50,150 1,607 0.62% 0.57% 456 +2,200 4.59% Q4 2025 Feb 17, 2026
American Assets Investment Management, LLC History No change 50,000 1,603 0.11% 0.11% 457 0 0.0% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History No change 49,935 1,600 0.12% 0.12% 458 0 0.0% Q4 2025 Feb 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 49,650 1,591 0.03% 0.03% 459 -2,270 -4.37% Q4 2025 Feb 02, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 49,605 1,590 0.12% 0.13% 460 0 0.0% Q4 2025 Feb 03, 2026
MCGUIRE CAPITAL ADVISORS INC History New 49,437 1,584 1.01% — 461 +49,437 New Q4 2025 Feb 19, 2026
Belpointe Asset Management LLC History Reduced 49,263 1,579 0.06% 0.06% 462 -789 -1.58% Q4 2025 Jan 27, 2026
VestGen Advisors, LLC History Added to 48,987 1,570 0.07% 0.05% 463 +3,487 7.66% Q4 2025 Feb 17, 2026
Silver Lake Advisory, LLC History Reduced 48,950 1,569 0.61% 0.61% 464 -3 -0.01% Q4 2025 Jan 09, 2026
Morningstar Investment Management LLC History Reduced 48,916 1,568 0.09% 0.11% 465 -51,071 -51.08% Q4 2025 Feb 09, 2026
AE Wealth Management LLC History Added to 48,797 1,564 0.01% 0.01% 466 +3,516 7.76% Q4 2025 Jan 26, 2026
180 WEALTH ADVISORS, LLC History Added to 48,400 1,551 0.18% 0.16% 467 +5,473 12.75% Q4 2025 Jan 09, 2026
Uptown Financial Advisors LLC History No change 48,051 1,540 1.1% 1.24% 468 0 0.0% Q4 2025 Jan 23, 2026
Bramshill Investments, LLC History Added to 47,814 1,532 0.09% 0.1% 469 +314 0.66% Q4 2025 Feb 17, 2026
E&G Advisors, LP History Reduced 47,969 1,526 0.34% 0.36% 470 -1,582 -3.19% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History Added to 47,530 1,523 0.03% 0.03% 471 +815 1.74% Q4 2025 Feb 11, 2026
Windsor Advisory Group, LLC History Reduced 47,259 1,515 1.35% 1.43% 472 -4,414 -8.54% Q4 2025 Feb 17, 2026
Quantum Private Wealth, LLC History Reduced 47,232 1,514 0.44% 0.43% 473 -250 -0.53% Q4 2025 Feb 06, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 46,989 1,506 0.14% 0.16% 474 -11,991 -20.33% Q4 2025 Jan 12, 2026
Oliver Luxxe Assets LLC History No change 46,889 1,503 0.23% 0.23% 475 0 0.0% Q4 2025 Jan 08, 2026
Cornerstone Advisory, LLC History Added to 46,716 1,497 0.14% 0.12% 476 +6,918 17.38% Q4 2025 Jan 28, 2026
Objectivity Squared, LLC History Added to 46,721 1,497 0.84% 0.86% 477 +776 1.69% Q4 2025 Feb 02, 2026
NEOS Investment Management LLC History New 46,580 1,493 0.01% — 478 +46,580 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 46,503 1,490 0.01% 0.01% 479 -52 -0.11% Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 46,410 1,488 0.0% — 480 +46,410 New Q4 2025 Feb 17, 2026
Addison Capital Co History Reduced 46,315 1,484 0.37% 0.45% 481 -2,180 -4.5% Q4 2025 Feb 02, 2026
FSM Wealth Advisors, LLC History Reduced 46,183 1,480 0.2% 0.25% 483 -10,586 -18.65% Q4 2025 Jan 23, 2026
LMCG INVESTMENTS, LLC History No change 46,176 1,480 0.08% 0.08% 482 0 0.0% Q4 2025 Feb 03, 2026
Clarus Group, Inc. History Added to 46,144 1,479 0.53% 0.5% 484 +14 0.03% Q4 2025 Jan 16, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 45,457 1,457 0.03% 0.03% 485 +987 2.22% Q4 2025 Jan 23, 2026
CAPITAL CITY TRUST CO/FL History Reduced 45,440 1,456 0.32% 0.35% 486 -412 -0.9% Q4 2025 Feb 03, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 45,158 1,447 0.27% 0.34% 487 -11,783 -20.69% Q4 2025 Jan 28, 2026
CMG Global Holdings, LLC History No change 41,083 1,446 0.64% 0.61% 488 0 0.0% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Added to 45,070 1,444 0.01% 0.01% 489 +1,328 3.04% Q4 2025 Feb 13, 2026
NEVILLE RODIE & SHAW INC History Reduced 45,006 1,443 0.1% 0.1% 490 -327 -0.72% Q4 2025 Jan 06, 2026
FIRST NATIONAL BANK OF OMAHA History New 44,890 1,441 0.04% — 491 +44,890 New Q4 2025 Feb 13, 2026
1776 Wealth LLC History Added to 44,629 1,430 0.54% 0.54% 492 +39 0.09% Q4 2025 Feb 11, 2026
MADDEN SECURITIES Corp History Reduced 44,591 1,429 0.44% 0.6% 494 -17,846 -28.58% Q4 2025 Feb 04, 2026
Keystone Financial Group History Reduced 44,581 1,429 0.11% 0.11% 493 -1,122 -2.45% Q4 2025 Feb 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 44,568 1,428 0.1% 0.11% 495 0 0.0% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Added to 44,523 1,427 0.01% 0.01% 496 +17,548 65.05% Q4 2025 Feb 03, 2026
Cascade Financial Partners, LLC History Added to 44,320 1,420 0.14% 0.14% 497 +5,400 13.87% Q4 2025 Feb 06, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Reduced 44,170 1,416 0.88% 0.93% 498 -1,982 -4.29% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 43,986 1,410 0.07% 0.04% 499 +28,707 187.89% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 43,381 1,390 0.03% 0.02% 500 +7,795 21.9% Q4 2025 Jan 23, 2026
NewEdge Wealth, LLC History Added to 43,297 1,388 0.02% 0.02% 501 +3,689 9.31% Q4 2025 Feb 03, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 43,235 1,386 0.38% 0.41% 502 -1,432 -3.21% Q4 2025 Jan 26, 2026
Summit Trail Advisors, LLC History Reduced 43,138 1,383 0.02% 0.02% 504 -1,537 -3.44% Q4 2025 Feb 17, 2026
WealthTrust Axiom LLC History No change 43,139 1,383 0.36% 0.36% 503 0 0.0% Q4 2025 Feb 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 42,907 1,375 1.09% — 505 +42,907 New Q4 2025 Feb 11, 2026
Obermeyer Wealth Partners History No change 42,772 1,371 0.06% 0.06% 506 0 0.0% Q4 2025 Jan 29, 2026
LRI Investments, LLC History Reduced 42,728 1,369 0.11% 0.11% 507 -1,000 -2.29% Q4 2025 Feb 04, 2026
Veracity Capital LLC History Added to 42,630 1,366 0.4% 0.42% 508 +624 1.49% Q4 2025 Jan 29, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 42,317 1,356 0.35% 0.27% 509 +11,800 38.67% Q4 2025 Jan 16, 2026
Kercheville Advisors, LLC History New 40,700 1,350 0.35% — 510 +40,700 New Q4 2025 Jan 29, 2026
VALLEY NATIONAL ADVISERS INC History Added to 42,103 1,349 0.19% 0.2% 511 +812 1.97% Q4 2025 Jan 23, 2026
Avantax Planning Partners, Inc. History Added to 42,070 1,348 0.04% 0.04% 512 +1,026 2.5% Q4 2025 Feb 05, 2026
Platform Technology Partners History Added to 41,977 1,345 0.29% 0.31% 513 +30 0.07% Q4 2025 Feb 13, 2026
Golden State Equity Partners History Reduced 41,760 1,338 0.22% 0.23% 514 -1,139 -2.66% Q4 2025 Jan 29, 2026
Novak & Powell Financial Services, Inc. History Added to 41,496 1,330 0.69% 0.67% 515 +593 1.45% Q4 2025 Feb 10, 2026
Wellington Shields & Co., LLC History No change 41,448 1,328 0.33% 0.34% 516 0 0.0% Q4 2025 Feb 09, 2026
ZEGA Investments, LLC History Added to 41,192 1,320 0.16% 0.17% 517 +667 1.65% Q4 2025 Jan 27, 2026
StoneX Group Inc. History Reduced 40,928 1,312 0.06% 0.11% 518 -36,280 -46.99% Q4 2025 Feb 12, 2026
Cresta Advisors, Ltd. History Reduced 40,819 1,308 0.55% 0.58% 519 -627 -1.51% Q4 2025 Feb 03, 2026
Tyche Wealth Partners LLC History Reduced 40,787 1,307 0.21% 0.23% 520 -323 -0.79% Q4 2025 Jan 23, 2026
Meridian Wealth Advisors, LLC History No change 40,448 1,296 0.18% 0.18% 521 0 0.0% Q4 2025 Feb 17, 2026
Busey Bank History Added to 40,278 1,291 0.03% 0.03% 522 +3,342 9.05% Q4 2025 Jan 27, 2026
Geneva Partners, LLC History No change 40,250 1,290 0.46% 0.46% 523 0 0.0% Q4 2025 Feb 03, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 40,226 1,289 0.07% 0.02% 524 +32,300 407.52% Q4 2025 Feb 09, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 40,121 1,286 0.12% 0.11% 525 +5,602 16.23% Q4 2025 Jan 20, 2026
STOCK YARDS BANK & TRUST CO History Reduced 40,046 1,283 0.04% 0.04% 526 -243 -0.6% Q4 2025 Jan 21, 2026
CHILTON INVESTMENT CO INC. History Added to 40,000 1,282 0.03% 0.02% 527 +1,000 2.56% Q4 2025 Feb 17, 2026
Galvin, Gaustad & Stein, LLC History Reduced 39,806 1,276 0.1% 0.1% 528 -115 -0.29% Q4 2025 Jan 23, 2026
Glenview Trust Co History Added to 39,624 1,270 0.02% 0.02% 529 +4,251 12.02% Q4 2025 Feb 09, 2026
ALBERT D MASON INC History Added to 39,548 1,267 0.83% 0.8% 530 +496 1.27% Q4 2025 Jan 13, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 39,464 1,265 0.15% 0.16% 531 +78 0.2% Q4 2025 Jan 15, 2026
CORDA Investment Management, LLC. History Reduced 39,335 1,261 0.09% 0.09% 532 -1,000 -2.48% Q4 2025 Feb 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 39,301 1,260 0.09% 0.1% 533 -119 -0.3% Q4 2025 Feb 03, 2026
NorthRock Partners, LLC History Added to 38,734 1,241 0.02% 0.02% 534 +1,116 2.97% Q4 2025 Feb 17, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 38,657 1,239 0.38% 0.38% 535 -1,270 -3.18% Q4 2025 Jan 20, 2026
Round Rock Advisors LLC History No change 38,435 1,232 0.19% 0.19% 536 0 0.0% Q4 2025 Jan 27, 2026
Wealthspire Advisors, LLC History Reduced 38,340 1,229 0.01% 0.01% 537 -40,904 -51.62% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 38,362 1,229 0.02% 0.02% 538 +723 1.92% Q4 2025 Feb 09, 2026
Overbrook Management Corp History No change 38,241 1,226 0.21% 0.21% 539 0 0.0% Q4 2025 Jan 09, 2026
Dorsey & Whitney Trust CO LLC History Reduced 38,005 1,218 0.06% 0.06% 540 -14 -0.04% Q4 2025 Feb 11, 2026
Venture Visionary Partners LLC History Added to 27,866 1,214 0.04% 0.03% 541 +2,910 11.66% Q4 2025 Feb 13, 2026
Eaton Financial Holdings Company, LLC History Added to 37,777 1,211 0.33% 0.33% 542 +636 1.71% Q4 2025 Feb 09, 2026
Karras Company, Inc. History New 37,742 1,210 1.18% — 543 +37,742 New Q4 2025 Feb 06, 2026
Bryn Mawr Trust Advisors, LLC History Added to 37,725 1,209 0.06% 0.06% 544 +203 0.54% Q4 2025 Feb 04, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Reduced 37,294 1,195 0.1% 0.23% 545 -13,089 -25.98% Q4 2025 Feb 11, 2026
CreativeOne Wealth, LLC History Reduced 37,247 1,194 0.03% 0.03% 546 -1,311 -3.4% Q4 2025 Feb 13, 2026
Anchor Investment Management, LLC History Added to 37,141 1,190 0.1% 0.1% 547 +6 0.02% Q4 2025 Feb 26, 2026
HM PAYSON & CO History No change 37,118 1,189 0.02% 0.02% 548 0 0.0% Q4 2025 Feb 12, 2026
Providence Capital Advisors, LLC History No change 37,000 1,186 0.2% 0.2% 549 0 0.0% Q4 2025 Feb 12, 2026
Essex Financial Services, Inc. History Reduced 36,494 1,170 0.07% 0.07% 550 -2,074 -5.38% Q4 2025 Feb 10, 2026
Fiduciary Group, LLC History Added to 36,051 1,155 0.1% 0.1% 551 +1,332 3.84% Q4 2025 Feb 12, 2026
Quad-Cities Investment Group, LLC History Added to 36,030 1,155 0.48% 0.46% 552 +1,250 3.59% Q4 2025 Jan 14, 2026
QUADRANT CAPITAL GROUP LLC History Added to 35,836 1,148 0.03% 0.04% 553 +1,300 3.76% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Added to 35,645 1,142 0.03% 0.03% 554 +1,825 5.4% Q4 2025 Jan 30, 2026
SeaBridge Investment Advisors LLC History No change 35,606 1,141 0.19% 0.18% 555 0 0.0% Q4 2025 Jan 26, 2026
Orion Investment Co History Added to 35,367 1,133 0.35% 0.33% 556 +2,190 6.6% Q4 2025 Feb 11, 2026
Forum Financial Management, LP History Added to 35,309 1,132 0.01% 0.01% 557 +15,319 76.63% Q4 2025 Jan 27, 2026
FIDUCIARY TRUST CO History Reduced 35,261 1,130 0.01% 0.01% 558 -1,075 -2.96% Q4 2025 Feb 13, 2026
Matthew Goff Investment Advisor, LLC History No change 35,261 1,130 0.2% 0.19% 559 0 0.0% Q4 2025 Jan 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 35,057 1,123 0.13% 0.14% 561 -2,846 -7.51% Q4 2025 Feb 13, 2026
Asset Dedication, LLC History Reduced 35,050 1,123 0.07% 0.08% 560 -2,065 -5.56% Q4 2025 Jan 26, 2026
Diversified Trust Co History Added to 34,894 1,118 0.02% 0.01% 562 +17,472 100.29% Q4 2025 Jan 09, 2026
Mayflower Financial Advisors, LLC History Reduced 34,590 1,108 0.13% 0.14% 563 -2,373 -6.42% Q4 2025 Jan 13, 2026
Chicago Capital, LLC History Reduced 34,528 1,106 0.03% 0.03% 564 -525 -1.5% Q4 2025 Jan 26, 2026
M Holdings Securities, Inc. History Added to 34,387 1,102 0.08% 0.12% 565 +16,712 94.55% Q4 2025 Feb 11, 2026
PARK AVENUE SECURITIES LLC History Reduced 34,304 1,100 0.01% 0.01% 567 -9,014 -20.81% Q4 2025 Jan 05, 2026
McAdam, LLC History Added to 34,338 1,100 0.05% 0.05% 569 +2,844 9.03% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 34,333 1,100 0.0% 0.0% 568 +401 1.18% Q4 2025 Feb 17, 2026
DF DENT & CO INC History No change 34,332 1,100 0.02% 0.01% 566 0 0.0% Q4 2025 Feb 17, 2026
NTV ASSET MANAGEMENT LLC History Added to 34,264 1,098 0.12% 0.12% 570 +358 1.06% Q4 2025 Jan 20, 2026
Fisher Asset Management, LLC History Added to 34,192 1,096 0.0% 0.0% 571 +2,409 7.58% Q4 2025 Feb 09, 2026
Plan Group Financial, LLC History Reduced 34,149 1,094 0.28% 0.38% 572 -11,455 -25.12% Q4 2025 Feb 03, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 33,975 1,089 0.23% 0.36% 573 -437 -1.27% Q4 2025 Feb 12, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 33,879 1,086 0.25% 0.25% 574 +2 0.01% Q4 2025 Jan 23, 2026
Integrated Advisors Network LLC History Reduced 33,757 1,082 0.05% 0.05% 575 -3,509 -9.42% Q4 2025 Feb 17, 2026
Leisure Capital Management History Reduced 33,643 1,078 0.36% 0.39% 576 -3,033 -8.27% Q4 2025 Jan 27, 2026
Larson Financial Group LLC History Added to 33,624 1,077 0.04% 0.03% 577 +3,458 11.46% Q4 2025 Feb 06, 2026
Olistico Wealth, LLC History No change 33,552 1,075 0.52% 0.55% 578 0 0.0% Q4 2025 Jan 13, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 33,516 1,074 0.14% 0.09% 580 +12,192 57.18% Q4 2025 Jan 15, 2026
Walleye Trading LLC History No change 33,500 1,074 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Reduced 33,462 1,072 0.03% 0.03% 581 -5,350 -13.78% Q4 2025 Feb 03, 2026
NBC SECURITIES, INC. History Reduced 33,404 1,070 0.08% 0.08% 582 -610 -1.79% Q4 2025 Jan 29, 2026
HFG Advisors, Inc. History No change 33,335 1,068 0.77% 0.77% 583 0 0.0% Q4 2025 Feb 13, 2026
TRED AVON FAMILY WEALTH, LLC History Added to 33,109 1,061 0.35% 0.35% 584 +635 1.96% Q4 2025 Jan 27, 2026
Aull & Monroe Investment Management Corp History No change 33,031 1,058 0.53% 0.53% 585 0 0.0% Q4 2025 Jan 09, 2026
Stockman Wealth Management, Inc. History Added to 32,883 1,054 0.12% 0.11% 586 +3,274 11.06% Q4 2025 Jan 29, 2026
Park Place Capital Corp History Added to 32,805 1,051 0.22% 0.21% 587 +1,283 4.07% Q4 2025 Jan 09, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 32,699 1,048 0.02% 0.01% 588 0 0.0% Q4 2025 Feb 12, 2026
Claro Advisors Inc. History No change 32,564 1,044 0.14% 0.15% 589 0 0.0% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 32,348 1,037 0.02% 0.02% 591 +328 1.02% Q4 2025 Feb 05, 2026
Jaffetilchin Investment Partners, LLC History Added to 32,367 1,037 0.06% 0.06% 590 +191 0.59% Q4 2025 Jan 15, 2026
Bleakley Financial Group, LLC History Added to 32,315 1,036 0.02% 0.02% 593 +9,742 43.16% Q4 2025 Feb 09, 2026
Ranch Capital Advisors Inc. History Added to 32,322 1,036 0.38% 0.39% 592 +116 0.36% Q4 2025 Feb 05, 2026
GUGGENHEIM CAPITAL LLC History Added to 32,102 1,029 0.01% 0.01% 594 +2,033 6.76% Q4 2025 Feb 17, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 32,032 1,026 0.11% 0.11% 595 +82 0.26% Q4 2025 Feb 06, 2026
Stablepoint Partners, LLC History Reduced 31,898 1,022 0.16% 0.16% 596 -264 -0.82% Q4 2025 Jan 13, 2026
Founders Capital Management History Added to 31,852 1,021 0.53% 0.17% 598 +21,730 214.68% Q4 2025 Jan 15, 2026
Crumly & Associates Inc. History Added to 31,852 1,021 0.21% 0.21% 599 +1,841 6.13% Q4 2025 Jan 14, 2026
Almanack Investment Partners, LLC. History Reduced 31,851 1,021 0.17% 0.15% 597 -66 -0.21% Q4 2025 Jan 29, 2026
Frisch Financial Group, Inc. History No change 31,842 1,020 0.23% 0.23% 600 0 0.0% Q4 2025 Feb 06, 2026
Root Financial Partners, LLC History Reduced 31,678 1,015 0.05% 0.06% 601 -631 -1.95% Q4 2025 Feb 10, 2026
JBR Co Financial Management Inc History Reduced 31,611 1,013 0.42% 0.47% 602 -3,836 -10.82% Q4 2025 Jan 06, 2026
WATERS PARKERSON & CO., LLC History No change 31,518 1,010 0.05% 0.05% 603 0 0.0% Q4 2025 Feb 12, 2026
CenterStar Asset Management, LLC History New 31,500 1,009 0.28% — 604 +31,500 New Q4 2025 Jan 27, 2026
Blue Owl Capital Holdings LP History No change 31,290 1,003 0.31% 0.3% 605 0 0.0% Q4 2025 Feb 20, 2026
Requisite Capital Management, LLC History Reduced 31,244 1,001 0.19% 0.17% 606 -324 -1.03% Q4 2025 Feb 05, 2026
Signal Advisors Wealth, LLC History Added to 31,129 997 0.08% 0.06% 607 +9,577 44.44% Q4 2025 Jan 13, 2026
Hartford Financial Management Inc. History No change 31,045 995 0.26% 0.26% 608 0 0.0% Q4 2025 Jan 21, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 30,983 993 0.05% 0.06% 609 -100 -0.32% Q4 2025 Feb 17, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 41,027 986 0.48% — 610 +41,027 New Q4 2025 Jan 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 30,727 985 0.01% 0.01% 611 +3,403 12.45% Q4 2025 Jan 30, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 30,746 985 0.11% 0.12% 612 -1,156 -3.62% Q4 2025 Feb 13, 2026
NATIXIS History No change 30,572 980 0.0% 0.0% 613 0 0.0% Q4 2025 Feb 13, 2026
UHLMANN PRICE SECURITIES, LLC History Reduced 30,536 978 0.58% 0.63% 614 -2,411 -7.32% Q4 2025 Jan 12, 2026
CWA Asset Management Group, LLC History Added to 30,496 977 0.04% 0.03% 615 +2,942 10.68% Q4 2025 Jan 07, 2026
Cornerstone Wealth Management, LLC History Added to 30,316 971 0.05% 0.04% 616 +4,808 18.85% Q4 2025 Feb 05, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 30,313 971 0.0% 0.0% 617 +57 0.19% Q4 2025 Feb 11, 2026
MONETARY MANAGEMENT GROUP INC History No change 30,160 966 0.22% 0.22% 618 0 0.0% Q4 2025 Feb 11, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 30,106 965 0.23% 0.22% 619 -216 -0.71% Q4 2025 Jan 15, 2026
BENJAMIN EDWARDS INC History Added to 29,986 961 0.01% 0.01% 620 +5,722 23.58% Q4 2025 Feb 02, 2026
Leo Wealth, LLC History Added to 29,960 960 0.07% 0.1% 622 +5,441 22.19% Q4 2025 Jan 21, 2026
Arax Advisory Partners History Added to 29,955 960 0.03% 0.01% 621 +632 2.16% Q4 2025 Feb 13, 2026
SeaCrest Wealth Management, LLC History Added to 30,251 958 0.1% 0.08% 623 +7,317 31.9% Q4 2025 Jan 12, 2026
Stokes Family Office, LLC History Reduced 29,880 957 0.09% 0.09% 625 -2,080 -6.51% Q4 2025 Feb 18, 2026
Renasant Bank History Added to 29,853 957 0.65% 0.57% 624 +1,317 4.62% Q4 2025 Jan 30, 2026
King Wealth Management Group History Added to 29,824 956 0.12% 0.09% 626 +7,972 36.48% Q4 2025 Feb 09, 2026
Advisor OS, LLC History Added to 29,840 956 0.08% 0.08% 627 +37 0.12% Q4 2025 Feb 04, 2026
Hilltop National Bank History No change 29,647 950 0.23% 0.23% 628 0 0.0% Q4 2025 Jan 07, 2026
Rockwood Wealth Management, LLC History No change 29,218 936 0.07% 0.07% 629 0 0.0% Q4 2025 Jan 29, 2026
Pointe Capital Management LLC History Reduced 29,061 931 0.46% 0.51% 630 -3,976 -12.03% Q4 2025 Feb 17, 2026
AMI INVESTMENT MANAGEMENT INC History No change 28,947 928 0.21% 0.21% 631 0 0.0% Q4 2025 Jan 14, 2026
Bogart Wealth, LLC History Reduced 28,746 921 0.04% 0.05% 632 -13,514 -31.98% Q4 2025 Jan 30, 2026
Smart Money Group LLC History Reduced 28,752 921 0.27% 0.28% 633 -1,112 -3.72% Q4 2025 Jan 30, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 28,402 910 0.57% 0.58% 634 0 0.0% Q4 2025 Feb 24, 2026
GRANVILLE CAPITAL, INC. History New 27,978 896 0.48% — 635 +27,978 New Q4 2025 Feb 13, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 27,960 896 0.23% 0.23% 636 0 0.0% Q4 2025 Jan 20, 2026
SEARLE & CO. History Reduced 27,903 894 0.23% 0.26% 637 -3,852 -12.13% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Added to 27,911 894 0.01% 0.01% 638 +882 3.26% Q4 2025 Jan 13, 2026
Advisor Resource Council History New 27,002 893 0.32% — 639 +27,002 New Q4 2025 Feb 10, 2026
Curated Wealth Partners LLC History No change 27,670 887 0.1% 0.1% 640 0 0.0% Q4 2025 Jan 12, 2026
CULLEN/FROST BANKERS, INC. History Reduced 27,576 884 0.01% 0.02% 641 -16,276 -37.12% Q4 2025 Feb 06, 2026
CFO4Life Group, LLC History Added to 27,534 882 0.13% 0.12% 642 +85 0.31% Q4 2025 Feb 06, 2026
Mill Creek Capital Advisors, LLC History Reduced 27,498 881 0.02% 0.02% 643 -400 -1.43% Q4 2025 Feb 13, 2026
Virtue Capital Management, LLC History Added to 27,265 876 0.13% 0.22% 644 +12,734 87.63% Q4 2025 Feb 18, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 27,200 872 0.01% 0.02% 645 -28,560 -51.22% Q4 2025 Jan 15, 2026
Tidal Investments LLC History New 27,098 868 0.0% — 646 +27,098 New Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Added to 26,974 864 0.09% 0.09% 647 +102 0.38% Q4 2025 Jan 23, 2026
Pine Valley Investments Ltd Liability Co History Added to 26,905 862 0.04% 0.04% 648 +1,272 4.96% Q4 2025 Feb 13, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 26,849 860 0.03% 0.01% 649 +20,100 297.82% Q4 2025 Feb 04, 2026
SIMON QUICK ADVISORS, LLC History New 26,750 857 0.04% — 651 +26,750 New Q4 2025 Jan 29, 2026
CENTRAL TRUST Co History Added to 26,758 857 0.02% 0.02% 650 +32 0.12% Q4 2025 Feb 02, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 26,682 855 0.22% 0.16% 652 +8,996 50.87% Q4 2025 Feb 06, 2026
HANCOCK WHITNEY CORP History Reduced 26,429 847 0.02% 0.02% 653 -600 -2.22% Q4 2025 Feb 17, 2026
Manske Wealth Management History Reduced 26,320 843 0.25% 0.26% 654 -1,115 -4.06% Q4 2025 Feb 03, 2026
Rehmann Capital Advisory Group History Added to 26,209 840 0.04% 0.04% 655 +5,106 24.2% Q4 2025 Mar 04, 2026
Sage Investment Counsel LLC History Reduced 25,932 831 0.91% 0.91% 656 -372 -1.41% Q4 2025 Jan 23, 2026
ALLEN WEALTH MANAGEMENT, LLC History Reduced 25,876 829 0.5% 0.58% 657 -1,600 -5.82% Q4 2025 Jan 23, 2026
Douglass Winthrop Advisors, LLC History No change 25,776 826 0.01% 0.01% 658 0 0.0% Q4 2025 Feb 12, 2026
Koenig Investment Advisory, LLC History New 22,931 825 0.67% — 660 +22,931 New Q4 2025 Mar 03, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 25,749 825 0.01% 0.01% 659 0 0.0% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Added to 25,701 823 0.01% 0.01% 661 +1,453 5.99% Q4 2025 Jan 15, 2026
Spire Wealth Management History Reduced 25,653 822 0.03% 0.03% 662 -1,521 -5.6% Q4 2025 Jan 14, 2026
Lakewood Asset Management LLC History No change 25,640 822 0.48% 0.48% 663 0 0.0% Q4 2025 Jan 26, 2026
Sargent Investment Group, LLC History Added to 25,618 821 0.1% 0.11% 664 +113 0.44% Q4 2025 Feb 13, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 25,599 820 0.17% 0.17% 665 -350 -1.35% Q4 2025 Feb 09, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 25,454 816 0.05% 0.06% 666 -1,464 -5.44% Q4 2025 Feb 11, 2026
Maia Wealth LLC History Added to 22,940 812 0.14% 0.06% 667 +12,153 112.66% Q4 2025 Feb 17, 2026
SUMMIT SECURITIES GROUP LLC History Added to 25,300 811 0.11% 0.08% 668 +12,700 100.79% Q4 2025 Feb 17, 2026
Ellenbecker Investment Group History Added to 25,319 811 0.11% 0.12% 669 +56 0.22% Q4 2025 Jan 30, 2026
Sunbeam Capital Management, LLC History Added to 25,170 806 0.48% 0.49% 670 +22 0.09% Q4 2025 Feb 13, 2026
RBF Capital, LLC History No change 25,000 801 0.04% 0.03% 671 0 0.0% Q4 2025 Feb 17, 2026
ASSOCIATED BANC-CORP History Reduced 24,968 800 0.02% 0.02% 672 -2,500 -9.1% Q4 2025 Feb 06, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 24,933 799 0.22% 0.22% 673 -840 -3.26% Q4 2025 Feb 04, 2026
Beverly Hills Private Wealth, LLC History Reduced 24,874 797 0.14% 0.15% 674 -2,610 -9.5% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 24,837 796 0.01% 0.01% 676 -1,961 -7.32% Q4 2025 Feb 05, 2026
MUHLENKAMP & CO INC History No change 24,855 796 0.21% 0.21% 675 0 0.0% Q4 2025 Feb 04, 2026
KCM INVESTMENT ADVISORS LLC History Added to 24,756 793 0.03% 0.02% 677 +108 0.44% Q4 2025 Feb 13, 2026
Allen Capital Group, LLC History Added to 24,720 792 0.07% 0.07% 678 +410 1.69% Q4 2025 Feb 09, 2026
Asset Allocation Strategies LLC History Added to 24,639 789 0.15% 0.15% 680 +701 2.93% Q4 2025 Feb 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 24,614 789 0.09% 0.09% 679 0 0.0% Q4 2025 Jan 22, 2026
South Street Advisors LLC History Added to 24,410 782 0.11% 0.1% 681 +520 2.18% Q4 2025 Feb 10, 2026
Bridgewater Advisors Inc. History Added to 23,703 781 0.05% 0.05% 682 +158 0.67% Q4 2025 Jan 23, 2026
Clear Creek Financial Management, LLC History Added to 24,327 779 0.06% 0.05% 683 +4,943 25.5% Q4 2025 Jan 23, 2026
Apollon Financial, LLC History Added to 24,261 777 0.11% 0.13% 684 +95 0.39% Q4 2025 Jan 22, 2026
NWAM LLC History Added to 23,519 776 0.04% 0.04% 685 +223 0.96% Q4 2025 Feb 04, 2026
Hardy Reed LLC History No change 24,156 774 0.06% 0.06% 686 0 0.0% Q4 2025 Feb 06, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 24,000 769 0.0% 0.0% 687 -9,000 -27.27% Q4 2025 Jan 23, 2026
Investors Research Corp History Reduced 23,971 768 0.14% 0.15% 688 -2,379 -9.03% Q4 2025 Jan 06, 2026
Tranquility Partners, LLC History Reduced 23,956 768 0.28% 0.26% 689 -343 -1.41% Q4 2025 Feb 03, 2026
BIP Wealth, LLC History Added to 23,882 765 0.03% 0.04% 690 +300 1.27% Q4 2025 Jan 21, 2026
RFG HOLDINGS, INC. History New 23,851 764 0.19% — 691 +23,851 New Q4 2025 Jan 23, 2026
CIBC WORLD MARKET INC. History Added to 23,773 762 0.0% 0.0% 692 +3,231 15.73% Q4 2025 Feb 10, 2026
Morton Capital Management LLC/CA History Added to 23,732 760 0.12% 0.12% 693 +381 1.63% Q4 2025 Feb 03, 2026
Ellis Investment Partners, LLC History Added to 23,695 759 0.13% 0.13% 694 +340 1.46% Q4 2025 Feb 02, 2026
TBH Global Asset Management, LLC History No change 23,688 759 0.13% 0.14% 695 0 0.0% Q4 2025 Jan 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 23,638 757 0.04% 0.04% 696 +1,906 8.77% Q4 2025 Jan 28, 2026
NOVEM GROUP History Reduced 23,607 756 0.09% 0.11% 697 -6,908 -22.64% Q4 2025 Jan 27, 2026
Perissos Private Wealth Management, LLC History Reduced 23,604 756 0.65% 0.56% 698 -994 -4.04% Q4 2025 Feb 09, 2026
SAXON INTERESTS, INC. History Added to 23,512 753 0.26% 0.26% 699 +2,446 11.61% Q4 2025 Feb 13, 2026
Goodman Financial Corp History No change 23,341 748 0.14% 0.14% 700 0 0.0% Q4 2025 Jan 08, 2026
Modern Wealth Management, LLC History Added to 23,318 747 0.01% 0.01% 701 +209 0.9% Q4 2025 Feb 17, 2026
Rede Wealth, LLC History New 23,257 745 0.26% — 703 +23,257 New Q4 2025 Jan 23, 2026
Balentine LLC History Reduced 23,249 745 0.03% 0.03% 702 -2,471 -9.61% Q4 2025 Feb 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 23,156 742 0.01% 0.01% 704 -125 -0.54% Q4 2025 Jan 07, 2026
Ipswich Investment Management Co., Inc. History No change 23,127 741 0.17% 0.17% 705 0 0.0% Q4 2025 Jan 16, 2026
Powers Advisory Group, LLC History Added to 23,082 740 0.28% 0.28% 707 +285 1.25% Q4 2025 Jan 22, 2026
White Pine Investment CO History No change 23,080 740 0.17% 0.17% 706 0 0.0% Q4 2025 Jan 28, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 23,069 739 0.51% — 708 +23,069 New Q4 2025 Feb 17, 2026
Tactive Advisors, LLC History Added to 23,046 738 0.22% 0.2% 710 +288 1.27% Q4 2025 Jan 09, 2026
Wedmont Private Capital History Added to 23,283 738 0.03% 0.03% 709 +79 0.34% Q4 2025 Jan 08, 2026
Cascade Investment Advisors, Inc. History Added to 22,826 731 0.43% 0.42% 712 +600 2.7% Q4 2025 Jan 14, 2026
Steele Capital Management, Inc. History No change 22,822 731 0.03% 0.03% 711 0 0.0% Q4 2025 Jan 27, 2026
Merrion Investment Management Co, LLC History No change 22,714 728 0.39% 0.41% 713 0 0.0% Q4 2025 Feb 17, 2026
Westbourne Investment Advisors, Inc. History No change 22,700 727 0.2% 0.2% 714 0 0.0% Q4 2025 Jan 23, 2026
Stokes Capital Advisors, LLC History No change 22,668 726 0.17% 0.16% 715 0 0.0% Q4 2025 Jan 12, 2026
Per Stirling Capital Management, LLC. History Reduced 22,631 725 0.08% 0.09% 716 -962 -4.08% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 22,598 724 0.0% 0.0% 717 +1,010 4.68% Q4 2025 Feb 02, 2026
Meriwether Wealth & Planning, LLC History No change 22,598 724 0.41% 0.41% 718 0 0.0% Q4 2025 Jan 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 22,570 723 0.06% 0.06% 719 -4,019 -15.12% Q4 2025 Jan 23, 2026
ORBA Wealth Advisors, L.L.C. History No change 22,559 723 0.63% 0.58% 720 0 0.0% Q4 2025 Feb 05, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 22,538 722 0.6% 0.58% 721 0 0.0% Q4 2025 Feb 13, 2026
ELCO Management Co., LLC History Reduced 22,312 715 0.45% 0.86% 722 -30,346 -57.63% Q4 2025 Feb 04, 2026
Register Financial Advisors LLC History Reduced 22,270 713 0.28% 0.29% 723 -1,000 -4.3% Q4 2025 Jan 21, 2026
ST GERMAIN D J CO INC History Reduced 22,088 708 0.03% 0.03% 724 -985 -4.27% Q4 2025 Jan 29, 2026
Atlanta Consulting Group Advisors, LLC History No change 22,081 707 0.16% 0.17% 725 0 0.0% Q4 2025 Feb 11, 2026
Evernest Financial Advisors, LLC History No change 20,000 703 0.15% 0.18% 726 0 0.0% Q4 2025 Feb 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 21,850 701 0.02% 0.02% 727 0 0.0% Q4 2025 Feb 06, 2026
EPIQ PARTNERS, LLC History No change 21,860 700 0.33% 0.32% 728 0 0.0% Q4 2025 Jan 07, 2026
Addis & Hill, Inc History Reduced 21,809 699 0.42% 0.44% 729 -1,527 -6.54% Q4 2025 Jan 06, 2026
Prime Capital Investment Advisors, LLC History Added to 21,783 698 0.01% 0.01% 731 +857 4.1% Q4 2025 Jan 21, 2026
TCW GROUP INC History No change 21,772 698 0.0% 0.01% 730 0 0.0% Q4 2025 Feb 17, 2026
Rothschild Wealth LLC History New 21,749 697 0.07% — 732 +21,749 New Q4 2025 Feb 17, 2026
Forvis Mazars Wealth Advisors, LLC History No change 21,712 696 0.01% 0.01% 733 0 0.0% Q4 2025 Feb 10, 2026
Archer Investment Corp History Added to 21,698 695 0.16% 0.15% 734 +55 0.25% Q4 2025 Jan 30, 2026
Tradition Wealth Management, LLC History Added to 21,532 690 0.05% 0.05% 735 +231 1.08% Q4 2025 Feb 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 21,443 687 0.04% 0.04% 736 +201 0.95% Q4 2025 Jan 23, 2026
MTM Investment Management, LLC History No change 21,459 687 0.22% 0.21% 737 0 0.0% Q4 2025 Feb 09, 2026
Squarepoint Ops LLC History No change 21,400 686 0.0% 0.0% 738 0 0.0% Q4 2025 Feb 13, 2026
McIlrath & Eck, LLC History Reduced 21,384 685 0.06% 0.07% 739 -585 -2.66% Q4 2025 Feb 03, 2026
Phraction Management LLC History New 21,304 683 0.18% — 740 +21,304 New Q4 2025 Jan 26, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 21,263 681 0.45% 0.45% 741 0 0.0% Q4 2025 Jan 09, 2026
Kelsey Financial, LLC History New 21,203 679 0.58% — 742 +21,203 New Q4 2025 Jan 23, 2026
Henson-Edgewater Management, LLC History New 21,183 679 0.4% — 743 +21,183 New Q4 2025 Mar 31, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 21,160 678 0.45% 0.46% 744 0 0.0% Q4 2025 Feb 10, 2026
Canton Hathaway, LLC History No change 21,150 678 0.13% 0.13% 745 0 0.0% Q4 2025 Jan 21, 2026
Voya Financial Advisors, Inc. History Reduced 21,165 675 0.06% 0.07% 746 -1,798 -7.83% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 21,010 673 0.01% 0.02% 747 -11,902 -36.16% Q4 2025 Feb 09, 2026
Brown Miller Wealth Management, LLC History Added to 20,890 669 0.18% 0.18% 748 +16 0.08% Q4 2025 Jan 23, 2026
Wealthstar Advisors, LLC History Added to 20,783 666 0.29% 0.24% 749 +1,371 7.06% Q4 2025 Jan 30, 2026
Johnson Financial Group, LLC History New 20,655 662 0.04% — 750 +20,655 New Q4 2025 Feb 10, 2026
Hobbs Group Advisors, LLC History Reduced 20,597 660 0.2% 0.22% 751 -1,963 -8.7% Q4 2025 Jan 28, 2026
Modus Advisors, LLC History Added to 20,583 659 0.17% 0.17% 752 +6 0.03% Q4 2025 Feb 11, 2026
Sippican Capital Advisors History No change 20,485 656 0.42% 0.42% 753 0 0.0% Q4 2025 Jan 23, 2026
Firestone Capital Management History Reduced 20,407 654 0.14% 0.17% 754 -4,840 -19.17% Q4 2025 Feb 09, 2026
TT Capital Management LLC History Added to 20,370 653 0.52% 0.34% 757 +6,301 44.79% Q4 2025 Feb 11, 2026
SITTNER & NELSON, LLC History Added to 18,721 653 0.23% 0.2% 756 +1,505 8.74% Q4 2025 Feb 11, 2026
BSW Wealth Partners History Added to 20,382 653 0.08% 0.08% 755 +107 0.53% Q4 2025 Jan 23, 2026
RDA Financial Network History Reduced 20,296 650 0.16% 0.17% 760 -1,230 -5.71% Q4 2025 Jan 06, 2026
Arete Wealth Advisors, LLC History Reduced 20,284 650 0.04% 0.04% 759 -861 -4.07% Q4 2025 Feb 13, 2026
First Heartland Consultants, Inc. History Reduced 20,302 650 0.05% 0.05% 758 -326 -1.58% Q4 2025 Jan 09, 2026
EVOLVE PRIVATE WEALTH, LLC History New 20,274 649 0.04% — 762 +20,274 New Q4 2025 Feb 17, 2026
J.P. Marvel Investment Advisors, LLC History No change 20,247 649 0.09% 0.09% 761 0 0.0% Q4 2025 Jan 29, 2026
Jacobi Capital Management LLC History Reduced 20,220 648 0.04% 0.04% 763 -142 -0.7% Q4 2025 Feb 13, 2026
ZACKS INVESTMENT MANAGEMENT History New 20,075 643 0.01% — 764 +20,075 New Q4 2025 Feb 17, 2026
American Money Management, LLC History Reduced 20,048 642 0.1% 0.11% 766 -805 -3.86% Q4 2025 Feb 10, 2026
Liberty Capital Management, Inc. History No change 20,054 642 0.12% 0.12% 765 0 0.0% Q4 2025 Jan 26, 2026
Wealth Enhancement Trust Services, Inc. History New 20,006 641 0.08% — 767 +20,006 New Q4 2025 Jan 27, 2026
Wealth Alliance Advisory Group, LLC History Added to 19,945 639 0.11% 0.11% 768 +1,031 5.45% Q4 2025 Jan 29, 2026
Clearwave Capital, LLC History New 19,880 637 0.47% — 769 +19,880 New Q4 2025 Mar 02, 2026
10Elms LLP History No change 19,818 635 0.58% 0.56% 770 0 0.0% Q4 2025 Feb 13, 2026
ROMANO BROTHERS AND COMPANY History Added to 19,759 633 0.07% 0.07% 771 +95 0.48% Q4 2025 Jan 14, 2026
TopTier Wealth Management, LLC History New 19,670 630 0.43% — 773 +19,670 New Q4 2025 Feb 12, 2026
Walker Asset Management, LLC History Added to 19,678 630 0.34% 0.34% 772 +326 1.68% Q4 2025 Jan 16, 2026
SFMG, LLC History Added to 19,596 628 0.04% 0.04% 775 +1,499 8.28% Q4 2025 Feb 10, 2026
CHAPIN DAVIS, INC. History No change 19,618 628 0.15% 0.15% 774 0 0.0% Q4 2025 Jan 30, 2026
RFG Advisory, LLC History Added to 19,481 624 0.01% 0.01% 776 +652 3.46% Q4 2025 Feb 03, 2026
Stratos Wealth Advisors, LLC History Reduced 19,444 623 0.03% 0.03% 777 -1,011 -4.94% Q4 2025 Jan 20, 2026
Old North State Wealth Management, LLC History Added to 19,430 623 0.29% 0.28% 778 +282 1.47% Q4 2025 Jan 23, 2026
Castleview Partners, LLC History Added to 19,357 620 0.31% 0.29% 779 +2,092 12.12% Q4 2025 Jan 12, 2026
Federation des caisses Desjardins du Quebec History Added to 19,295 618 0.0% 0.0% 780 +115 0.6% Q4 2025 Feb 12, 2026
United Asset Strategies, Inc. History Added to 19,251 617 0.05% 0.05% 781 +266 1.4% Q4 2025 Jan 28, 2026
Northern Financial Advisors Inc History Reduced 19,211 615 0.7% 0.51% 782 -11,918 -38.29% Q4 2025 Jan 27, 2026
Aptus Capital Advisors, LLC History Reduced 19,134 613 0.0% 0.01% 783 -11,097 -36.71% Q4 2025 Feb 13, 2026
Citizens National Bank Trust Department History No change 19,095 612 0.11% 0.11% 784 0 0.0% Q4 2025 Jan 30, 2026
Artesa Financial Group, LLC History New 19,077 611 0.63% — 786 +19,077 New Q4 2025 Feb 11, 2026
Aspen Grove Capital, LLC History No change 19,077 611 0.11% 0.1% 785 0 0.0% Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Reduced 19,015 609 0.05% 0.06% 787 -1,758 -8.46% Q4 2025 Jan 26, 2026
Allen Investment Management, LLC History No change 18,987 608 0.01% 0.01% 788 0 0.0% Q4 2025 Feb 10, 2026
FORTEM FINANCIAL GROUP, LLC History Reduced 18,947 607 0.16% 0.19% 790 -1,755 -8.48% Q4 2025 Feb 04, 2026
HBK Sorce Advisory LLC History Reduced 17,388 607 0.01% 0.01% 789 -586 -3.26% Q4 2025 Feb 09, 2026
Gladstone Institutional Advisory LLC History Added to 18,904 606 0.02% 0.02% 791 +446 2.42% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History No change 18,901 605 0.03% 0.03% 792 0 0.0% Q4 2025 Jan 27, 2026
BBR PARTNERS, LLC History Added to 18,835 603 0.03% 0.03% 793 +3,335 21.52% Q4 2025 Feb 11, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 18,811 603 0.1% 0.1% 794 +25 0.13% Q4 2025 Jan 22, 2026
Millennium Capital Advisors, LLC History Added to 18,787 602 0.36% 0.3% 795 +3,133 20.01% Q4 2025 Feb 05, 2026
Hilton Head Capital Partners, LLC History New 18,744 600 0.35% — 796 +18,744 New Q4 2025 Feb 11, 2026
TCV Trust & Wealth Management, Inc. History No change 18,700 599 0.05% 0.05% 797 0 0.0% Q4 2025 Jan 23, 2026
Oder Investment Management, LLC History Added to 18,458 591 0.43% 0.41% 798 +390 2.16% Q4 2025 Feb 12, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 18,229 584 0.2% 0.18% 800 +3,317 22.24% Q4 2025 Feb 13, 2026
Fortitude Advisory Group L.L.C. History Added to 18,219 584 0.25% 0.29% 799 +942 5.45% Q4 2025 Feb 13, 2026