ESSEX PROPERTY TRUST, INC. - ESS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Reduced 10,296,863 2,694,483 0.04% 0.04% 1 -46,568 -0.45% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 6,949,197 1,818,465 0.03% 0.03% 2 -291,920 -4.03% Q4 2025 Feb 12, 2026
COHEN & STEERS, INC. History Reduced 5,999,830 1,570,113 2.84% 3.12% 3 -465,686 -7.2% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 5,247,748 1,373,230 0.05% 0.05% 4 -63,751 -1.2% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 3,358,320 878,807 0.09% 0.11% 5 -313,561 -8.54% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,873,698 488,600 0.03% 0.03% 6 +22,835 1.23% Q4 2025 Feb 09, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,679,607 439,520 0.22% 0.19% 7 +301,349 21.86% Q4 2025 Feb 02, 2026
Daiwa Securities Group Inc. History Reduced 1,105,973 289,411 0.92% 1.05% 8 -51,644 -4.46% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 958,090 250,713 0.01% 0.01% 9 +228,165 31.26% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 950,748 248,791 0.06% 0.06% 10 +29,466 3.2% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 938,637 245,627 0.05% 0.05% 11 +9,450 1.02% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 913,268 238,983 0.03% 0.03% 12 -29,488 -3.13% Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 887,996 232,370 0.07% 0.08% 13 -106,144 -10.68% Q4 2025 Jan 22, 2026
AMERIPRISE FINANCIAL INC History Reduced 880,825 231,746 0.05% 0.05% 14 -1,185 -0.13% Q4 2025 Feb 17, 2026
NORGES BANK History New 881,574 230,690 0.02% 15 +881,574 New Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 847,701 221,826 0.03% 0.03% 16 +50,107 6.28% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 835,007 218,504 0.03% 0.03% 17 +48,233 6.13% Q4 2025 Feb 19, 2026
Resolution Capital Ltd History Added to 684,979 179,245 3.96% 3.31% 18 +50,381 7.94% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 653,184 170,925 0.01% 0.01% 19 +58,734 9.88% Q4 2025 Feb 11, 2026
RUSH ISLAND MANAGEMENT, LP History Added to 637,211 166,745 10.42% 10.9% 20 +43,103 7.26% Q4 2025 Feb 17, 2026
Boston Partners History Reduced 636,468 166,532 0.17% 0.18% 21 -17,100 -2.62% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Added to 619,245 162,044 0.29% 0.34% 22 +17,904 2.98% Q4 2025 Feb 06, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History Added to 548,017 143,405 1.42% 1.39% 23 +31,261 6.05% Q4 2025 Feb 12, 2026
Nuveen, LLC History Added to 537,782 140,726 0.04% 0.04% 24 +22,016 4.27% Q4 2025 Feb 12, 2026
Route One Investment Company, L.P. History New 532,977 139,469 5.18% 25 +532,977 New Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 475,507 124,430 0.02% 0.02% 26 -49,953 -9.51% Q4 2025 Mar 25, 2026
Bank of New York Mellon Corp History Added to 467,394 122,307 0.02% 0.02% 27 +38,528 8.98% Q4 2025 Feb 10, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 436,013 114,095 0.44% 28 +436,013 New Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 389,458 101,968 0.11% 0.16% 29 -135,298 -25.78% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 353,040 92,383 0.09% 0.09% 30 +27,822 8.55% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 350,595 91,743 0.02% 0.02% 31 -37,411 -9.64% Q4 2025 Feb 17, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 328,657 86,002 0.97% 0.92% 32 +24,211 7.95% Q4 2025 Jan 26, 2026
DEUTSCHE BANK AG\ History Reduced 325,069 85,064 0.03% 0.05% 33 -208,719 -39.1% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 267,181 69,916 0.14% 0.11% 34 +114,508 75.0% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 263,043 68,833 0.03% 0.04% 35 -1,844 -0.7% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 255,533 66,867 0.17% 0.17% 36 +6,422 2.58% Q4 2025 Feb 10, 2026
CITIGROUP INC History Added to 247,804 64,845 0.03% 0.02% 37 +72,116 41.05% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 231,902 60,684 0.01% 0.01% 38 -43,788 -15.88% Q4 2025 Jan 29, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 229,668 60,099 0.04% 0.04% 39 -125 -0.05% Q4 2025 Jan 23, 2026
HSBC HOLDINGS PLC History Added to 212,619 55,654 0.03% 0.03% 40 +21,832 11.44% Q4 2025 Mar 20, 2026
APG Asset Management US Inc. History No change 212,048 55,488 0.43% 0.42% 41 0 0.0% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 210,042 54,963 0.0% 0.0% 42 -11,047 -5.0% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 209,987 54,949 0.08% 43 +209,987 New Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 203,079 52,168 0.04% 0.04% 44 +4,286 2.16% Q4 2025 Feb 03, 2026
State of Tennessee, Department of Treasury History Added to 202,446 50,990 0.16% 0.15% 45 +39,681 24.38% Q4 2025 Feb 18, 2026
Vest Financial, LLC History Reduced 186,694 48,854 0.62% 0.67% 46 -4,087 -2.14% Q4 2025 Jan 30, 2026
Aberdeen Group plc History Added to 185,175 48,456 0.08% 0.08% 47 +755 0.41% Q4 2025 Jan 16, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 180,780 47,519 0.08% 0.09% 48 -10,494 -5.49% Q4 2025 Jan 28, 2026
FMR LLC History Reduced 178,306 46,659 0.0% 0.0% 49 -71,928 -28.74% Q4 2025 Feb 17, 2026
Swiss National Bank History Reduced 176,472 46,179 0.03% 0.03% 50 -9,080 -4.89% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 170,572 46,085 0.14% 0.14% 51 +9 0.01% Q4 2025 Feb 10, 2026
Amundi History Added to 172,244 45,072 0.01% 0.01% 52 +10,742 6.65% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 167,934 43,944 0.01% 0.01% 53 +13,300 8.6% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 160,122 41,900 0.02% 0.02% 54 +36,293 29.31% Q4 2025 Feb 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 157,438 41,198 0.14% 0.01% 55 +149,010 1768.04% Q4 2025 Jan 28, 2026
CANADA LIFE ASSURANCE Co History Reduced 149,356 39,094 0.07% 0.06% 56 -11,484 -7.14% Q4 2025 Feb 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 136,746 35,783 0.02% 0.02% 57 -18,237 -11.77% Q4 2025 Feb 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 134,331 35,452 0.03% 58 +134,331 New Q4 2025 Feb 13, 2026
HEITMAN REAL ESTATE SECURITIES LLC History Reduced 131,174 34,325 2.41% 3.01% 59 -33,408 -20.3% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 131,057 34,294 0.03% 0.03% 60 -2,391 -1.79% Q4 2025 Feb 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 129,070 33,775 0.2% 0.22% 61 0 0.0% Q4 2025 Feb 04, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 128,880 33,725 0.04% 0.0% 62 +120,141 1374.77% Q4 2025 Feb 17, 2026
Asset Management One Co., Ltd. History Reduced 118,126 31,065 0.09% 0.1% 63 -8,902 -7.01% Q4 2025 Jan 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 108,716 28,448 0.09% 0.1% 64 -3,737 -3.32% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 105,561 27,624 0.0% 65 +105,561 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 104,338 27,303 0.0% 0.0% 66 -48,957 -31.94% Q4 2025 Feb 17, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 100,000 26,168 0.16% 68 +100,000 New Q4 2025 Feb 17, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History Added to 100,000 26,168 0.98% 1.01% 67 +15,000 17.65% Q4 2025 Feb 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 95,413 24,967 0.02% 0.03% 69 -1,583 -1.63% Q4 2025 Feb 17, 2026
Arbejdsmarkedets Tillaegspension History New 92,224 24,133 0.61% 70 +92,224 New Q4 2025 Feb 05, 2026
Gotham Asset Management, LLC History Added to 89,483 23,415 0.09% 0.07% 71 +26,164 41.32% Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History Added to 87,590 22,920 0.69% 0.56% 72 +17,961 25.8% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 83,385 21,820 0.01% 0.01% 73 +737 0.89% Q4 2025 Feb 17, 2026
STRS OHIO History Reduced 82,145 21,495 0.08% 0.09% 74 -12,897 -13.57% Q4 2025 Feb 02, 2026
Allianz Asset Management GmbH History Reduced 81,231 21,256 0.02% 0.04% 75 -47,031 -36.67% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 78,656 20,582 0.01% 0.02% 76 -23,632 -23.1% Q4 2025 Feb 17, 2026
Sophron Capital Management L.P. History Added to 77,089 20,172 6.48% 5.07% 77 +15,586 25.34% Q4 2025 Feb 17, 2026
Solel Partners LP History New 76,700 20,070 3.25% 78 +76,700 New Q4 2025 Feb 17, 2026
BROOKFIELD Corp /ON/ History Added to 74,920 19,605 0.02% 0.0% 79 +66,815 824.37% Q4 2025 Feb 13, 2026
Investure, LLC History No change 73,031 19,110 1.07% 1.21% 80 0 0.0% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Added to 72,046 18,852 0.01% 0.0% 81 +67,299 1417.72% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 70,032 18,325 0.0% 0.0% 82 +52,532 300.18% Q4 2025 Feb 12, 2026
MACQUARIE GROUP LTD History Reduced 69,557 18,194 0.08% 0.06% 83 -135,520 -66.08% Q4 2025 Feb 13, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 68,119 17,825 0.14% 0.13% 84 +245 0.36% Q4 2025 Feb 17, 2026
LANDMARK INVESTMENT PARTNERS, L.P. History Reduced 67,829 17,749 8.3% 10.59% 85 -61,748 -47.65% Q4 2025 Feb 17, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History Reduced 64,350 16,839 0.25% 0.5% 86 -66,748 -50.91% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 62,727 16,414 0.02% 0.04% 87 +14,255 29.41% Q4 2025 Jan 09, 2026
CIBC WORLD MARKET INC. History Added to 62,161 16,266 0.03% 0.02% 88 +18,249 41.56% Q4 2025 Feb 10, 2026
Andra AP-fonden History Reduced 60,620 15,863 0.2% 0.3% 89 -28,280 -31.81% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 59,898 15,674 0.03% 0.04% 90 -8,788 -12.79% Q4 2025 Jan 27, 2026
KBC Group NV History Reduced 59,652 15,610 0.04% 0.04% 91 -2,532 -4.07% Q4 2025 Jan 26, 2026
American Assets Investment Management, LLC History No change 59,500 15,569 1.07% 1.17% 92 0 0.0% Q4 2025 Feb 03, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 58,243 15,241 0.03% 0.03% 93 0 0.0% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 57,261 14,983 0.0% 0.0% 94 +4,400 8.32% Q4 2025 Feb 13, 2026
Utah Retirement Systems History No change 55,969 14,645 0.14% 0.15% 95 0 0.0% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 55,853 14,615 0.0% 0.0% 96 +22,265 66.29% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 55,556 14,538 0.03% 0.03% 97 -1 -0.0% Q4 2025 Jan 30, 2026
Uniplan Investment Counsel, Inc. History Reduced 53,803 14,079 1.41% 1.44% 98 -1,082 -1.97% Q4 2025 Feb 17, 2026
Apollo Management Holdings, L.P. History New 52,580 13,759 0.11% 99 +52,580 New Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 50,197 13,662 0.02% 0.02% 100 0 0.0% Q4 2025 Jan 28, 2026
APG Asset Management N.V. History Reduced 60,780 13,542 0.04% 0.04% 101 -3,720 -5.77% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 51,241 13,408 0.0% 0.0% 102 -3,692 -6.72% Q4 2025 Feb 10, 2026
AVIVA PLC History Added to 51,084 13,367 0.02% 0.02% 103 +2,596 5.35% Q4 2025 Feb 12, 2026
Robeco Institutional Asset Management B.V. History Reduced 50,383 13,184 0.02% 0.02% 104 -6,575 -11.54% Q4 2025 Jan 23, 2026
Retirement Systems of Alabama History Reduced 49,693 13,003 0.04% 0.04% 105 -693 -1.38% Q4 2025 Jan 15, 2026
EARNEST PARTNERS LLC History Reduced 46,537 12,177 0.05% 0.06% 106 -2,223 -4.56% Q4 2025 Feb 12, 2026
DANSKE BANK A/S History Added to 45,944 12,022 0.03% 0.03% 107 +4,338 10.43% Q4 2025 Feb 02, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 45,926 12,017 0.03% 0.03% 108 +223 0.49% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 44,883 11,744 0.02% 0.02% 109 +1,000 2.28% Q4 2025 Feb 12, 2026
Resona Asset Management Co.,Ltd. History Reduced 44,149 11,599 0.06% 0.06% 110 -938 -2.08% Q4 2025 Feb 06, 2026
BANK OF MONTREAL /CAN/ History Reduced 43,749 11,448 0.0% 0.01% 111 -8,056 -15.55% Q4 2025 Feb 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 42,342 11,080 0.02% 0.03% 112 -587 -1.37% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 42,236 11,052 0.01% 113 +42,236 New Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Reduced 42,171 11,035 0.03% 0.04% 114 -3,383 -7.43% Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History Added to 41,844 10,949 0.01% 0.0% 115 +38,841 1293.41% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 40,273 10,538 0.01% 0.03% 116 -45,226 -52.9% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 39,150 10,244 0.02% 0.02% 117 -579 -1.46% Q4 2025 Feb 17, 2026
FORSTA AP-FONDEN History Reduced 39,020 10,210 0.06% 0.06% 118 -580 -1.46% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Added to 38,651 10,114 0.0% 0.0% 119 +9,376 32.03% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History New 38,336 10,031 0.02% 120 +38,336 New Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Reduced 37,942 9,927 0.11% 0.1% 121 -132 -0.35% Q4 2025 Jan 23, 2026
State of New Jersey Common Pension Fund D History Added to 36,124 9,452 0.03% 0.03% 122 +3,833 11.87% Q4 2025 Jan 30, 2026
VAN ECK ASSOCIATES CORP History Added to 35,853 9,382 0.01% 0.01% 123 +1,710 5.01% Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 35,825 9,374 0.05% 0.05% 124 -549 -1.51% Q4 2025 Feb 10, 2026
National Pension Service History Reduced 34,701 9,080 0.01% 0.03% 125 -96,654 -73.58% Q4 2025 Feb 10, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 33,973 8,890 0.43% 0.43% 126 +377 1.12% Q4 2025 Feb 06, 2026
LPL Financial LLC History Added to 33,915 8,874 0.0% 0.0% 127 +1,341 4.12% Q4 2025 Feb 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 32,863 8,599 0.0% 0.01% 128 -539 -1.61% Q4 2025 Feb 13, 2026
Chevy Chase Trust Holdings, LLC History Reduced 32,653 8,544 0.02% 0.02% 129 -216 -0.66% Q4 2025 Feb 13, 2026
Leeward Investments, LLC - MA History Added to 32,628 8,538 0.43% 0.4% 130 +3,281 11.18% Q4 2025 Feb 05, 2026
Janney Montgomery Scott LLC History Reduced 32,468 8,496 0.02% 0.02% 131 -973 -2.91% Q4 2025 Feb 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 32,223 8,257 0.09% 0.09% 132 -542 -1.65% Q4 2025 Jan 21, 2026
Vert Asset Management LLC History Added to 30,650 8,020 2.67% 2.65% 133 +1,238 4.21% Q4 2025 Jan 27, 2026
Pictet Asset Management Holding SA History Added to 30,608 8,009 0.01% 0.01% 134 +770 2.58% Q4 2025 Jan 29, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 29,722 7,777 0.02% 0.02% 135 +2,103 7.61% Q4 2025 Jan 30, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 29,496 7,718 0.03% 0.03% 136 -195 -0.66% Q4 2025 Feb 12, 2026
Korea Investment CORP History Added to 29,033 7,597 0.01% 0.01% 137 +7,859 37.12% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 28,803 7,537 0.01% 0.01% 138 +15,953 124.15% Q4 2025 Feb 13, 2026
AEW CAPITAL MANAGEMENT L P History No change 28,660 7,499 0.54% 0.43% 139 0 0.0% Q4 2025 Feb 06, 2026
Vestcor Inc History Reduced 28,336 7,415 0.21% 0.23% 140 -394 -1.37% Q4 2025 Feb 11, 2026
Edgestream Partners, L.P. History Added to 27,999 7,326 0.21% 0.05% 141 +21,687 343.58% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 27,640 7,232 0.13% 0.15% 142 +170 0.62% Q4 2025 Jan 16, 2026
Illinois Municipal Retirement Fund History Reduced 27,591 7,220 0.09% 0.12% 143 -8,223 -22.96% Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 27,282 7,138 0.01% 0.01% 144 -12,526 -31.47% Q4 2025 Feb 17, 2026
Metis Global Partners, LLC History Added to 26,904 7,040 0.17% 0.14% 145 +4,478 19.97% Q4 2025 Feb 11, 2026
HEARTLAND ADVISORS INC History Reduced 26,855 7,027 0.38% 0.53% 146 -10,366 -27.85% Q4 2025 Feb 11, 2026
Treasurer of the State of North Carolina History Reduced 26,705 6,988 0.02% 0.02% 147 -1,947 -6.8% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 26,582 6,955 0.01% 0.01% 148 0 0.0% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 26,183 6,851 0.0% 0.0% 149 +38 0.15% Q4 2025 Feb 18, 2026
GSI Capital Advisors LLC History Added to 26,179 6,850 3.84% 3.9% 150 +380 1.47% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Added to 25,684 6,721 0.01% 0.01% 151 +598 2.38% Q4 2025 Feb 10, 2026
Quilter Plc History Added to 25,314 6,624 0.11% 0.04% 152 +16,515 187.69% Q4 2025 Jan 21, 2026
CIBC WORLD MARKETS CORP History New 25,191 6,591 0.03% 153 +25,191 New Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 24,829 6,497 0.0% 0.0% 154 +97 0.39% Q4 2025 Feb 11, 2026
KLP KAPITALFORVALTNING AS History Added to 24,451 6,398 0.02% 0.03% 155 +240 0.99% Q4 2025 Jan 28, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 23,820 6,233 0.05% 0.05% 156 +684 2.96% Q4 2025 Feb 03, 2026
LM Advisors LLC History Reduced 1,619 6,188 0.11% 0.26% 157 -4,981 -75.47% Q4 2025 Feb 13, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC History No change 23,605 6,176 0.25% 0.25% 158 0 0.0% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 23,333 6,105 0.03% 0.03% 159 +972 4.35% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 23,115 6,049 0.01% 0.01% 160 -2,252 -8.88% Q4 2025 Feb 13, 2026
IFM Investors Pty Ltd History Added to 22,833 5,975 0.05% 0.05% 161 +45 0.2% Q4 2025 Feb 12, 2026
Governors Lane LP History Added to 22,755 5,954 0.35% 0.43% 162 +1,534 7.23% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Added to 22,678 5,934 0.01% 0.01% 163 +3,224 16.57% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 22,523 5,893 0.0% 0.0% 164 -115 -0.51% Q4 2025 Feb 10, 2026
CARRONADE CAPITAL MANAGEMENT, LP History Added to 22,498 5,887 0.08% 0.14% 165 +551 2.51% Q4 2025 Feb 13, 2026
UniSuper Management Pty Ltd History Reduced 22,134 5,792 0.03% 0.05% 166 -5,765 -20.66% Q4 2025 Feb 12, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 20,706 5,418 0.77% 0.81% 167 -942 -4.35% Q4 2025 Feb 17, 2026
Entropy Technologies, LP History Added to 20,205 5,287 0.29% 0.05% 168 +17,917 783.09% Q4 2025 Feb 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History Reduced 20,050 5,246 0.03% 0.03% 169 -244 -1.2% Q4 2025 Feb 12, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 20,939 5,233 0.24% 0.32% 170 -611 -2.84% Q4 2025 Feb 03, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 18,578 4,861 0.03% 0.03% 171 +431 2.38% Q4 2025 Feb 17, 2026
BAMCO INC /NY/ History New 18,525 4,847 0.01% 172 +18,525 New Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Added to 18,421 4,820 0.01% 0.01% 173 +7,080 62.43% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Added to 18,091 4,735 0.0% 0.0% 174 +2,846 18.67% Q4 2025 Feb 17, 2026
Cander Asset Management LP History New 17,992 4,708 0.87% 175 +17,992 New Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 17,772 4,650 0.01% 0.01% 176 +2,076 13.23% Q4 2025 Jan 26, 2026
Arizona State Retirement System History Reduced 17,654 4,619 0.03% 0.03% 177 -1,327 -6.99% Q4 2025 Jan 28, 2026
USS Investment Management Ltd History Added to 17,296 4,527 0.02% 0.02% 178 +1,201 7.46% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 17,220 4,506 0.02% 0.02% 179 -550 -3.1% Q4 2025 Feb 12, 2026
Czech National Bank History Added to 16,982 4,443 0.03% 0.03% 180 +624 3.81% Q4 2025 Jan 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 16,900 4,422 0.0% 0.0% 181 0 0.0% Q4 2025 Feb 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 16,860 4,411 0.02% 0.02% 182 -600 -3.44% Q4 2025 Jan 29, 2026
Quinn Opportunity Partners LLC History No change 16,650 4,356 0.18% 0.32% 183 0 0.0% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 16,532 4,326 0.1% 184 +16,532 New Q4 2025 Feb 13, 2026
DAVIS SELECTED ADVISERS History Reduced 16,511 4,320 0.02% 0.02% 185 -440 -2.6% Q4 2025 Feb 02, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 16,396 4,290 0.01% 0.01% 186 +2,495 17.95% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 15,744 4,079 0.01% 0.01% 187 -6,150 -28.09% Q4 2025 Feb 05, 2026
Swiss Life Asset Management Ltd History New 15,228 3,984 0.02% 188 +15,228 New Q4 2025 Feb 04, 2026
CIBC Asset Management Inc History Added to 15,160 3,967 0.01% 0.01% 189 +6,223 69.63% Q4 2025 Feb 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 14,737 3,857 0.05% 0.05% 190 +261 1.8% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 14,633 3,829 0.01% 0.01% 191 +743 5.35% Q4 2025 Feb 18, 2026
Composition Wealth, LLC History Added to 14,367 3,759 0.05% 0.06% 192 +155 1.09% Q4 2025 Feb 02, 2026
Kinloch Capital, LLC History Added to 13,985 3,659 1.58% 1.62% 193 +172 1.25% Q4 2025 Feb 20, 2026
Creative Planning History Added to 13,905 3,638 0.0% 0.0% 194 +6,248 81.6% Q4 2025 Feb 17, 2026
DnB Asset Management AS History Reduced 13,673 3,577 0.01% 0.01% 195 -153 -1.11% Q4 2025 Feb 05, 2026
Aurora Investment Managers, LLC. History Reduced 13,527 3,540 2.01% 1.98% 196 -59 -0.43% Q4 2025 Jan 08, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,403 3,507 0.0% 0.0% 197 -939 -6.55% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 12,904 3,376 0.0% 0.0% 198 -15 -0.12% Q4 2025 Feb 06, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 12,873 3,368 0.01% 0.01% 199 -731 -5.37% Q4 2025 Jan 15, 2026
MACKENZIE FINANCIAL CORP History Added to 12,529 3,300 0.0% 0.0% 200 +3,151 33.6% Q4 2025 Feb 18, 2026
WESTPAC BANKING CORP History Added to 12,152 3,179 0.2% 0.16% 201 +2,372 24.25% Q4 2025 Feb 10, 2026
AMALGAMATED BANK History Reduced 11,982 3,135 0.02% 0.02% 202 -422 -3.4% Q4 2025 Feb 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 12,207 3,132 0.0% 0.0% 203 +1,395 12.9% Q4 2025 Jan 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 11,912 3,117 0.02% 0.02% 204 +1,932 19.36% Q4 2025 Feb 11, 2026
Sterling Capital Management LLC History Reduced 11,812 3,090 0.05% 0.05% 205 -595 -4.8% Q4 2025 Feb 13, 2026
BOKF, NA History Reduced 11,611 3,038 0.05% 0.05% 206 -1,085 -8.55% Q4 2025 Feb 03, 2026
Diversify Advisory Services, LLC History Added to 11,704 3,022 0.1% 0.09% 207 +969 9.03% Q4 2025 Jan 23, 2026
New Age Alpha Advisors, LLC History Reduced 11,444 2,994 0.13% 0.15% 208 -2,010 -14.94% Q4 2025 Feb 09, 2026
FIRST TRUST ADVISORS LP History Added to 11,437 2,992 0.0% 0.0% 209 +696 6.48% Q4 2025 Feb 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 11,409 2,985 0.02% 0.01% 210 +2,155 23.29% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 11,271 2,949 0.0% 0.01% 211 -13,047 -53.65% Q4 2025 Feb 13, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 11,258 2,945 0.02% 212 +11,258 New Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 10,529 2,755 0.0% 0.0% 213 +1,030 10.84% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 10,494 2,746 0.01% 0.01% 214 +1,177 12.63% Q4 2025 Feb 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 10,402 2,721 0.13% 0.17% 215 +57 0.55% Q4 2025 Jan 28, 2026
Corient Private Wealth LLC History Added to 126,196 2,667 0.0% 0.0% 216 +122,688 3497.38% Q4 2025 Mar 09, 2026
NEOS Investment Management LLC History Added to 10,259 2,658 0.02% 0.02% 217 +2,655 34.92% Q4 2025 Feb 17, 2026
XPONANCE LLC History Added to 9,745 2,550 0.02% 0.02% 218 +547 5.95% Q4 2025 Feb 12, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 9,736 2,547 0.02% 0.02% 219 -525 -5.12% Q4 2025 Feb 13, 2026
Pensionfund PDN History No change 9,695 2,537 1.67% 1.68% 220 0 0.0% Q4 2025 Jan 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 9,346 2,445 0.02% 0.02% 221 -34 -0.36% Q4 2025 Feb 05, 2026
ABC ARBITRAGE SA History New 9,112 2,384 0.22% 223 +9,112 New Q4 2025 Feb 04, 2026
ALLSTATE CORP History Added to 9,113 2,384 0.03% 0.03% 222 +4,013 78.69% Q4 2025 Feb 09, 2026
Anson Funds Management LP History New 9,100 2,381 0.22% 224 +9,100 New Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 9,091 2,378 0.0% 0.0% 225 -336 -3.56% Q4 2025 Feb 02, 2026
Caprock Group, LLC History Added to 8,653 2,264 0.05% 0.05% 226 +1,621 23.05% Q4 2025 Jan 28, 2026
Rakuten Investment Management, Inc. History Reduced 8,472 2,228 0.01% 0.0% 227 -2,878 -25.36% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,500 2,224 0.0% 0.0% 228 +459 5.71% Q4 2025 Feb 06, 2026
Rafferty Asset Management, LLC History Reduced 8,330 2,179 0.01% 0.01% 229 -332 -3.83% Q4 2025 Feb 13, 2026
Mission Creek Capital Partners, Inc. History Added to 7,985 2,089 0.42% 0.41% 230 +161 2.06% Q4 2025 Feb 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 7,805 2,042 0.03% 0.02% 231 +8 0.1% Q4 2025 Feb 02, 2026
CIBC Private Wealth Group LLC History Reduced 7,523 1,968 0.0% 0.01% 232 -3,856 -33.89% Q4 2025 Feb 12, 2026
Ensign Peak Advisors, Inc History Reduced 7,467 1,953 0.0% 0.01% 233 -6,458 -46.38% Q4 2025 Feb 12, 2026
Polymer Capital Management (US) LLC History New 7,368 1,928 0.2% 234 +7,368 New Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 7,359 1,925 0.02% 0.03% 235 0 0.0% Q4 2025 Feb 04, 2026
M&T BANK CORP History Added to 7,262 1,899 0.01% 0.0% 236 +6,219 596.26% Q4 2025 Jan 30, 2026
Focus Partners Wealth History Added to 7,245 1,896 0.0% 0.0% 237 +5,650 354.23% Q4 2025 Feb 13, 2026
Norinchukin Bank, The History Added to 7,186 1,880 0.02% 0.02% 238 +229 3.29% Q4 2025 Feb 17, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Reduced 6,986 1,828 0.39% 0.52% 239 -2,750 -28.25% Q4 2025 Jan 15, 2026
COZAD ASSET MANAGEMENT INC History Reduced 6,944 1,817 0.14% 0.15% 240 -134 -1.89% Q4 2025 Feb 13, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 6,938 1,815 0.06% 0.06% 241 0 0.0% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Added to 6,934 1,814 0.01% 0.0% 242 +4,458 180.05% Q4 2025 Jan 29, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 6,915 1,809 0.02% 0.02% 243 -66 -0.95% Q4 2025 Feb 10, 2026
Summit Trail Advisors, LLC History Added to 6,841 1,790 0.03% 0.02% 244 +1,184 20.93% Q4 2025 Feb 17, 2026
Tredje AP-fonden History New 6,811 1,782 0.01% 245 +6,811 New Q4 2025 Feb 06, 2026
Cerity Partners LLC History Added to 6,746 1,765 0.0% 0.0% 246 +1,385 25.83% Q4 2025 Feb 11, 2026
Knights of Columbus Asset Advisors LLC History Reduced 6,742 1,764 0.1% 0.11% 247 -495 -6.84% Q4 2025 Feb 09, 2026
&PARTNERS History Added to 6,488 1,701 0.01% 0.01% 248 +783 13.72% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 6,435 1,683 0.0% 0.0% 249 -561 -8.02% Q4 2025 Feb 17, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 6,383 1,670 0.16% 0.16% 250 +176 2.84% Q4 2025 Jan 21, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,301 1,649 0.01% 0.01% 251 0 0.0% Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History Added to 6,231 1,630 0.09% 0.09% 252 +771 14.12% Q4 2025 Jan 21, 2026
Pathstone Holdings, LLC History New 6,182 1,617 0.01% 253 +6,182 New Q4 2025 Feb 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 6,116 1,602 0.0% 0.0% 254 +523 9.35% Q4 2025 Jan 08, 2026
GeoWealth Management, LLC History Added to 6,106 1,597 0.06% 0.06% 255 +420 7.39% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 5,895 1,542 0.02% 0.01% 256 +630 11.97% Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 5,875 1,537 0.0% 0.0% 257 -1,342 -18.59% Q4 2025 Feb 13, 2026
LDR Capital Management LLC History Added to 5,852 1,531 2.12% 1.04% 258 +3,201 120.75% Q4 2025 Jan 22, 2026
Wealthfront Advisers LLC History Added to 5,839 1,527 0.0% 0.0% 259 +160 2.82% Q4 2025 Jan 30, 2026
ExodusPoint Capital Management, LP History New 5,810 1,520 0.01% 260 +5,810 New Q4 2025 Feb 17, 2026
COMMERCE BANK History Reduced 5,343 1,398 0.01% 0.01% 261 -173 -3.14% Q4 2025 Feb 13, 2026
Capital World Investors History Reduced 5,322 1,392 0.0% 0.0% 262 -284 -5.07% Q4 2025 Feb 11, 2026
Pacer Advisors, Inc. History Reduced 5,070 1,326 0.0% 0.0% 263 -65 -1.27% Q4 2025 Feb 24, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 5,036 1,317 0.01% 0.01% 264 0 0.0% Q4 2025 Jan 29, 2026
Avanza Fonder AB History No change 5,000 1,308 0.03% 0.03% 265 0 0.0% Q4 2025 Jan 12, 2026
Camelot Portfolios, LLC History Reduced 4,816 1,260 0.77% 0.81% 266 -292 -5.72% Q4 2025 Jan 29, 2026
Blackhawk Capital Partners, LLC History Reduced 4,773 1,248 0.47% 0.52% 267 -185 -3.73% Q4 2025 Feb 04, 2026
MQS Management LLC History New 4,753 1,243 0.73% 268 +4,753 New Q4 2025 Feb 09, 2026
NOMURA HOLDINGS INC History Added to 4,743 1,241 0.0% 0.0% 269 +1,654 53.54% Q4 2025 Feb 17, 2026
ARWA LLC History New 4,730 1,237 0.72% 270 +4,730 New Q4 2025 Feb 27, 2026
MIZUHO SECURITIES USA LLC History Reduced 4,689 1,236 0.02% 0.03% 271 -2 -0.04% Q4 2025 Feb 09, 2026
Magnetar Financial LLC History New 4,585 1,199 0.01% 272 +4,585 New Q4 2025 Feb 17, 2026
Pensionfund Sabic History No change 4,550 1,191 0.32% 0.33% 273 0 0.0% Q4 2025 Jan 12, 2026
Naviter Wealth, LLC History Reduced 4,457 1,166 0.15% 0.16% 274 -565 -11.25% Q4 2025 Jan 21, 2026
Vident Advisory, LLC History Reduced 4,421 1,156 0.01% 0.01% 275 -467 -9.55% Q4 2025 Feb 18, 2026
Provident Investment Management, Inc. History Reduced 4,397 1,150 0.1% 0.11% 276 -280 -5.99% Q4 2025 Feb 04, 2026
Vanderbilt University History Reduced 4,378 1,145 0.2% 0.2% 277 -74 -1.66% Q4 2025 Jan 21, 2026
Investment Management Corp of Ontario History Added to 4,346 1,137 0.02% 0.01% 278 +1,304 42.87% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 4,344 1,136 0.0% 0.0% 279 +409 10.39% Q4 2025 Feb 13, 2026
Campbell & CO Investment Adviser LLC History Added to 4,315 1,129 0.05% 0.07% 280 +931 27.51% Q4 2025 Feb 12, 2026
Swedbank AB History Reduced 4,308 1,127 0.0% 0.0% 281 -10,585 -71.07% Q4 2025 Feb 09, 2026
D. E. Shaw & Co., Inc. History Reduced 4,296 1,124 0.0% 0.0% 282 -2,904 -40.33% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 4,292 1,123 0.0% 0.0% 283 +2,248 109.98% Q4 2025 Jan 26, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 4,288 1,121 0.0% 0.0% 284 -117 -2.66% Q4 2025 Feb 12, 2026
DoubleLine ETF Adviser LP History Added to 4,174 1,092 0.33% 0.32% 285 +152 3.78% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 4,168 1,091 0.0% 0.0% 286 -208 -4.75% Q4 2025 Feb 05, 2026
Sigma Planning Corp History Added to 4,076 1,066 0.03% 0.03% 287 +176 4.51% Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History Reduced 4,055 1,061 0.0% 0.0% 288 -149 -3.54% Q4 2025 Feb 02, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 4,034 1,055 0.41% 0.41% 289 0 0.0% Q4 2025 Feb 13, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 4,000 1,046 0.04% 0.05% 290 0 0.0% Q4 2025 Feb 17, 2026
Kentucky Retirement Systems History No change 4,001 1,046 0.03% 0.03% 291 0 0.0% Q4 2025 Feb 10, 2026
Advisors Asset Management, Inc. History Added to 3,964 1,037 0.02% 0.01% 292 +2,138 117.09% Q4 2025 Feb 12, 2026
Tidal Investments LLC History Added to 3,998 1,036 0.0% 0.0% 293 +514 14.75% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 3,931 1,028 0.0% 0.03% 294 -77,161 -95.15% Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History Added to 3,782 989 0.05% 0.04% 295 +1,296 52.13% Q4 2025 Feb 11, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 3,744 979 0.03% 0.03% 296 -60 -1.58% Q4 2025 Feb 04, 2026
Virtu Financial LLC History New 3,643 953 0.04% 297 +3,643 New Q4 2025 Feb 23, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 3,529 923 0.02% 0.01% 298 +1,705 93.48% Q4 2025 Jan 23, 2026
Ethic Inc. History Reduced 3,474 909 0.01% 0.02% 299 -4 -0.12% Q4 2025 Feb 03, 2026
OneDigital Investment Advisors LLC History Reduced 3,427 896 0.01% 0.01% 300 -56 -1.61% Q4 2025 Feb 13, 2026
CPC Advisors, LLC History New 3,406 891 0.09% 301 +3,406 New Q4 2025 Jan 28, 2026
Gulf International Bank (UK) Ltd History No change 3,394 888 0.03% 0.03% 302 0 0.0% Q4 2025 Feb 10, 2026
Eurizon Capital SGR S.p.A. History New 3,359 879 0.0% 303 +3,359 New Q4 2025 Feb 10, 2026
Allworth Financial LP History New 3,306 865 0.0% 304 +3,306 New Q4 2025 Feb 05, 2026
Louisiana State Employees Retirement System History Reduced 3,300 863 0.01% 0.02% 305 -100 -2.94% Q4 2025 Jan 16, 2026
Kepler Cheuvreux (Suisse) SA History Reduced 3,274 856 0.05% 0.05% 306 -459 -12.3% Q4 2025 Feb 04, 2026
Fisher Asset Management, LLC History Added to 3,264 854 0.0% 0.0% 307 +1,183 56.85% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Reduced 3,247 849 0.01% 0.01% 308 -196 -5.69% Q4 2025 Feb 18, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 3,227 844 0.0% 0.0% 309 +1,923 147.47% Q4 2025 Feb 10, 2026
Horst & Graben Wealth Management LLC History No change 3,220 842 0.13% 0.13% 310 0 0.0% Q4 2025 Jan 27, 2026
Maryland State Retirement & Pension System History No change 3,135 820 0.02% 0.02% 311 0 0.0% Q4 2025 Feb 17, 2026
FORA Capital, LLC History Added to 2,527 811 0.1% 0.09% 312 +548 27.69% Q4 2025 Feb 13, 2026
Mariner, LLC History Reduced 3,079 805 0.0% 0.0% 313 -6,216 -66.87% Q4 2025 Feb 13, 2026
BARINGS LLC History No change 3,019 790 0.01% 0.01% 314 0 0.0% Q4 2025 Feb 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 3,013 788 0.05% 0.05% 315 +461 18.06% Q4 2025 Feb 06, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 3,000 785 0.02% 0.02% 316 +100 3.45% Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 2,997 784 0.01% 0.01% 317 -173 -5.46% Q4 2025 Jan 29, 2026
Horizon Investments, LLC History Added to 2,933 759 0.01% 0.01% 318 +149 5.35% Q4 2025 Feb 02, 2026
IEQ CAPITAL, LLC History Reduced 2,895 757 0.0% 0.0% 319 -303 -9.47% Q4 2025 Feb 13, 2026
Inscription Capital, LLC History Added to 2,812 735 0.08% 0.04% 320 +1,577 127.69% Q4 2025 Jan 29, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 2,722 712 0.01% 0.01% 321 -58 -2.09% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Added to 2,709 708 0.0% 0.0% 322 +379 16.27% Q4 2025 Feb 12, 2026
GSA CAPITAL PARTNERS LLP History Added to 2,698 706 0.06% 0.04% 323 +882 48.57% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Reduced 2,664 697 0.0% 0.0% 324 -708 -21.0% Q4 2025 Mar 16, 2026
Parallel Advisors, LLC History Added to 2,657 695 0.01% 0.01% 325 +762 40.21% Q4 2025 Feb 11, 2026
MUFG Securities EMEA plc History Added to 2,643 691 0.01% 0.01% 326 +1,410 114.36% Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Reduced 2,608 682 0.0% 0.0% 327 -96 -3.55% Q4 2025 Jan 30, 2026
Allspring Global Investments Holdings, LLC History Reduced 2,656 682 0.0% 0.0% 328 -24 -0.9% Q4 2025 Jan 15, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 2,602 680 0.02% 0.04% 329 -1,074 -29.22% Q4 2025 Jan 14, 2026
OSAIC HOLDINGS, INC. History Reduced 2,578 674 0.0% 0.0% 330 -2,989 -53.69% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 2,559 669 0.0% 0.0% 331 +370 16.9% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 2,546 666 0.0% 0.0% 332 -3 -0.12% Q4 2025 Feb 13, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 2,537 663 0.02% 0.02% 333 +50 2.01% Q4 2025 Jan 27, 2026
Crossmark Global Holdings, Inc. History Added to 2,484 650 0.01% 0.01% 334 +422 20.47% Q4 2025 Feb 03, 2026
Plato Investment Management Ltd History Reduced 2,475 650 0.04% 0.05% 335 -258 -9.44% Q4 2025 Feb 04, 2026
TOBAM History Added to 2,433 637 0.16% 0.03% 336 +2,118 672.38% Q4 2025 Mar 02, 2026
Tower Research Capital LLC (TRC) History Added to 2,376 621 0.02% 0.02% 337 +268 12.71% Q4 2025 Feb 17, 2026
RB Capital Management, LLC History Added to 2,344 613 0.12% 0.13% 338 +33 1.43% Q4 2025 Feb 03, 2026
Penserra Capital Management LLC History Added to 2,340 612 0.01% 0.01% 339 +193 8.99% Q4 2025 Feb 12, 2026
Global X Japan Co., Ltd. History Added to 2,324 608 0.05% 0.05% 340 +189 8.85% Q4 2025 Jan 13, 2026
Interchange Capital Partners, LLC History New 2,320 607 0.11% 341 +2,320 New Q4 2025 Jan 30, 2026
OMERS ADMINISTRATION Corp History No change 2,299 601 0.0% 0.0% 342 0 0.0% Q4 2025 Feb 13, 2026
Sound Financial Strategies Group, LLC History Reduced 2,285 597 0.42% 0.49% 343 -226 -9.0% Q4 2025 Feb 03, 2026
SlateStone Wealth, LLC History No change 2,275 595 0.05% 0.05% 344 0 0.0% Q4 2025 Feb 11, 2026
Claro Advisors Inc. History Added to 2,274 594 0.08% 0.09% 345 +20 0.89% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 2,258 590 0.0% 0.0% 346 +345 18.03% Q4 2025 Feb 17, 2026
Dai-ichi Life Insurance Company, Ltd History No change 2,254 589 0.02% 0.02% 347 0 0.0% Q4 2025 Feb 17, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 2,220 580 0.01% 348 +2,220 New Q4 2025 Feb 06, 2026
ASR Vermogensbeheer N.V. History Reduced 2,206 577 0.01% 0.01% 349 -15 -0.68% Q4 2025 Feb 03, 2026
Jump Financial, LLC History New 2,186 572 0.01% 350 +2,186 New Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 2,188 572 0.01% 0.01% 351 +161 7.94% Q4 2025 Jan 29, 2026
North Dakota State Investment Board History New 2,185 571 0.02% 353 +2,185 New Q4 2025 Feb 05, 2026
LVW Advisors, LLC History Added to 2,183 571 0.06% 0.05% 352 +274 14.35% Q4 2025 Jan 14, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,162 565 0.02% 0.02% 354 +145 7.19% Q4 2025 Feb 13, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 2,123 555 0.04% 355 +2,123 New Q4 2025 Feb 13, 2026
CERTUITY, LLC History Added to 2,075 543 0.03% 0.02% 356 +747 56.25% Q4 2025 Jan 30, 2026
Candriam S.C.A. History Reduced 2,072 542 0.0% 0.01% 357 -2,507 -54.75% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 2,069 541 0.0% 0.0% 358 -153 -6.89% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 2,057 538 0.01% 0.01% 359 +4 0.19% Q4 2025 Feb 05, 2026
Schonfeld Strategic Advisors LLC History New 2,051 536 0.0% 360 +2,051 New Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Added to 2,034 532 0.01% 0.01% 361 +72 3.67% Q4 2025 Feb 04, 2026
MAI Capital Management History Reduced 2,025 530 0.0% 0.0% 362 -63 -3.02% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 2,023 529 0.0% 363 +2,023 New Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 2,012 526 0.0% 0.0% 364 +126 6.68% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History No change 2,006 524 0.0% 0.0% 365 0 0.0% Q4 2025 Feb 11, 2026
Ilmarinen Mutual Pension Insurance Co History No change 2,000 523 0.0% 0.0% 366 0 0.0% Q4 2025 Feb 10, 2026
Baker Avenue Asset Management, LP History Added to 1,991 521 0.01% 0.01% 367 +595 42.62% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,958 512 0.0% 0.0% 368 +198 11.25% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 1,902 501 0.01% 0.01% 370 -122 -6.03% Q4 2025 Jan 23, 2026
Chicago Partners Investment Group LLC History Reduced 1,972 501 0.01% 0.01% 369 -60 -2.95% Q4 2025 Jan 28, 2026
Qtron Investments LLC History No change 1,915 501 0.07% 0.06% 371 0 0.0% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Reduced 1,895 495 0.01% 0.01% 372 -9 -0.47% Q4 2025 Feb 05, 2026
Kera Capital Partners, Inc. History Added to 1,913 481 0.06% 0.03% 373 +1,087 131.6% Q4 2025 Feb 23, 2026
Turning Point Benefit Group, Inc. History Reduced 1,819 475 0.25% 0.35% 374 -344 -15.9% Q4 2025 Jan 30, 2026
Farringdon Capital, Ltd. History New 1,803 471 0.12% 375 +1,803 New Q4 2025 Feb 17, 2026
Texas Capital Bank Wealth Management Services Inc History New 1,785 467 0.03% 376 +1,785 New Q4 2025 Feb 09, 2026
SUMMITRY LLC History Added to 1,773 463 0.02% 0.02% 377 +93 5.54% Q4 2025 Feb 09, 2026
Invst, LLC History Reduced 1,763 461 0.05% 0.07% 378 -693 -28.22% Q4 2025 Feb 11, 2026
HUB Investment Partners, LLC History Added to 1,760 460 0.01% 0.01% 379 +653 58.99% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 1,741 455 0.0% 0.01% 380 -789 -31.19% Q4 2025 Feb 10, 2026
MUFG SECURITIES AMERICAS INC. History Reduced 1,736 454 0.03% 0.03% 381 -1 -0.06% Q4 2025 Feb 13, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 1,710 447 0.02% 0.02% 382 -1,420 -45.37% Q4 2025 Feb 04, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 1,677 438 0.03% 0.03% 383 0 0.0% Q4 2025 Feb 10, 2026
Independent Advisor Alliance History Added to 1,657 433 0.01% 0.01% 384 +101 6.49% Q4 2025 Feb 04, 2026
GROUPAMA ASSET MANAGMENT History Reduced 1,651 432 0.01% 0.01% 385 -173 -9.48% Q4 2025 Feb 27, 2026
Kestra Advisory Services, LLC History Reduced 1,648 431 0.0% 0.0% 386 -1,207 -42.28% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 1,600 418 0.0% 0.0% 387 +58 3.76% Q4 2025 Feb 05, 2026
Van Hulzen Asset Management, LLC History No change 1,593 416 0.03% 0.03% 388 0 0.0% Q4 2025 Feb 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 1,581 413 0.01% 389 +1,581 New Q4 2025 Jan 16, 2026
WASHINGTON TRUST BANK History No change 1,573 411 0.03% 0.03% 390 0 0.0% Q4 2025 Feb 04, 2026
WULFF, HANSEN & CO. History Reduced 1,564 409 0.34% 0.4% 391 -153 -8.91% Q4 2025 Feb 03, 2026
E. Ohman J:or Asset Management AB History New 1,543 403 0.01% 393 +1,543 New Q4 2025 Jan 12, 2026
Alpha Cubed Investments, LLC History Added to 1,543 403 0.01% 0.01% 392 +275 21.69% Q4 2025 Feb 03, 2026
Versant Capital Management, Inc History Added to 1,496 391 0.05% 0.02% 394 +909 154.86% Q4 2025 Jan 08, 2026
Parcion Private Wealth LLC History Added to 1,466 383 0.02% 0.02% 395 +3 0.21% Q4 2025 Jan 26, 2026
NewEdge Wealth, LLC History Added to 1,436 375 0.0% 0.0% 396 +595 70.75% Q4 2025 Feb 03, 2026
Sequoia Financial Advisors, LLC History Added to 1,415 370 0.0% 0.0% 397 +543 62.27% Q4 2025 Feb 03, 2026
PARK AVENUE SECURITIES LLC History Added to 1,406 368 0.0% 0.0% 398 +22 1.59% Q4 2025 Jan 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,359 355 0.0% 0.01% 399 -140 -9.34% Q4 2025 Feb 09, 2026
PINNACLE ASSOCIATES LTD History Added to 1,352 353 0.0% 0.0% 400 +404 42.62% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 1,323 346 0.0% 0.0% 401 -373 -21.99% Q4 2025 Feb 13, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 1,300 340 0.31% 402 +1,300 New Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 1,293 338 0.0% 404 +1,293 New Q4 2025 Feb 18, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 1,292 338 0.0% 0.0% 403 +124 10.62% Q4 2025 Jan 14, 2026
GAMMA Investing LLC History Added to 1,294 338 0.02% 0.02% 405 +10 0.78% Q4 2025 Jan 05, 2026
B. Metzler seel. Sohn & Co. AG History No change 1,285 336 0.0% 0.0% 406 0 0.0% Q4 2025 Jan 28, 2026
Revisor Wealth Management LLC History Reduced 1,309 334 0.09% 0.12% 407 -6 -0.46% Q4 2025 Jan 27, 2026
Pinnacle Wealth Management Advisory Group, LLC History New 1,274 333 0.02% 408 +1,274 New Q4 2025 Feb 02, 2026
Gen-Wealth Partners Inc History Reduced 1,266 331 0.11% 0.16% 409 -496 -28.15% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 1,285 329 0.0% 0.0% 410 0 0.0% Q4 2025 Jan 26, 2026
Yoffe Investment Management, LLC History No change 1,255 328 0.42% 0.44% 411 0 0.0% Q4 2025 Jan 26, 2026
Inspire Investing, LLC History Added to 1,250 327 0.03% 0.03% 412 +95 8.23% Q4 2025 Feb 17, 2026
KCM INVESTMENT ADVISORS LLC History No change 1,245 325 0.01% 0.01% 413 0 0.0% Q4 2025 Feb 13, 2026
Canada Post Corp Registered Pension Plan History Added to 1,210 316 0.01% 0.01% 414 +340 39.08% Q4 2025 Feb 05, 2026
Azimuth Capital Investment Management LLC History No change 1,200 314 0.01% 0.01% 415 0 0.0% Q4 2025 Feb 12, 2026
OSTRUM ASSET MANAGEMENT History Reduced 1,190 311 0.01% 0.02% 416 -394 -24.87% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Added to 1,169 305 0.03% 0.03% 417 +3 0.26% Q4 2025 Jan 13, 2026
Crestwood Advisors Group, LLC History New 1,165 304 0.01% 418 +1,165 New Q4 2025 Feb 03, 2026
DRW Securities, LLC History Reduced 1,156 302 0.01% 0.01% 419 -770 -39.98% Q4 2025 Feb 12, 2026
V-Square Quantitative Management LLC History New 1,154 301 0.03% 420 +1,154 New Q4 2025 Jan 22, 2026
Optas, LLC History Reduced 1,144 299 0.05% 0.09% 421 -788 -40.79% Q4 2025 Jan 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 1,144 299 0.01% 0.01% 422 +151 15.21% Q4 2025 Jan 23, 2026
Kingdom Financial Group LLC. History New 1,141 298 0.09% 423 +1,141 New Q4 2025 Feb 06, 2026
PROFUND ADVISORS LLC History Added to 1,109 290 0.01% 0.01% 424 +209 23.22% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Added to 1,105 289 0.01% 0.0% 425 +301 37.44% Q4 2025 Feb 13, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,067 279 0.0% 0.01% 426 -6 -0.56% Q4 2025 Jan 27, 2026
EJMK Ventures LLC History New 1,061 277 0.17% 427 +1,061 New Q4 2025 Mar 03, 2026
BAILARD, INC. History No change 1,051 275 0.01% 0.01% 428 0 0.0% Q4 2025 Feb 04, 2026
Merit Financial Group, LLC History Reduced 1,031 269 0.0% 0.0% 429 -43 -4.0% Q4 2025 Jan 26, 2026
TWO SIGMA SECURITIES, LLC History New 1,024 267 0.04% 431 +1,024 New Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 1,024 267 0.0% 0.0% 430 +141 15.97% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Reduced 1,019 266 0.0% 0.01% 432 -929 -47.69% Q4 2025 Feb 06, 2026
Legacy Wealth Asset Management, LLC History Reduced 1,014 265 0.07% 0.07% 433 -40 -3.8% Q4 2025 Jan 12, 2026
Kathmere Capital Management, LLC History Added to 996 260 0.02% 0.02% 434 +73 7.91% Q4 2025 Jan 13, 2026
TCW GROUP INC History New 965 252 0.0% 435 +965 New Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 937 245 0.0% 0.0% 436 -61 -6.11% Q4 2025 Feb 06, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 935 244 0.0% 0.0% 437 -88 -8.6% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History New 927 242 0.01% 439 +927 New Q4 2025 Feb 05, 2026
FEDERATED HERMES, INC. History Reduced 926 242 0.0% 0.0% 438 -39 -4.04% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Added to 926 242 0.01% 0.01% 440 +27 3.0% Q4 2025 Feb 19, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Reduced 922 241 0.01% 0.02% 441 -2,868 -75.67% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 914 239 0.0% 442 +914 New Q4 2025 Feb 13, 2026
Segment Wealth Management, LLC History Added to 913 238 0.01% 0.01% 443 +44 5.06% Q4 2025 Jan 29, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 906 237 0.01% 444 +906 New Q4 2025 Feb 09, 2026
Waverly Advisors, LLC History Added to 903 236 0.0% 0.0% 445 +98 12.17% Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 899 235 0.03% 0.05% 446 -716 -44.33% Q4 2025 Feb 11, 2026
MASTERINVEST Kapitalanlage GmbH History New 886 233 0.02% 448 +886 New Q4 2025 Jan 27, 2026
Siemens Fonds Invest GmbH History No change 883 233 0.01% 0.01% 447 0 0.0% Q4 2025 Feb 17, 2026
Woodline Partners LP History Reduced 878 229 0.0% 0.01% 449 -7,634 -89.69% Q4 2025 Feb 17, 2026
ROMAN BUTLER FULLERTON & CO History No change 902 228 0.06% 0.06% 450 0 0.0% Q4 2025 Jan 26, 2026
GREENLEAF TRUST History Added to 867 226 0.0% 0.0% 451 +25 2.97% Q4 2025 Jan 21, 2026
PATTON FUND MANAGEMENT, INC. History Added to 860 225 0.03% 0.04% 452 +61 7.63% Q4 2025 Jan 23, 2026
ORG Wealth Partners, LLC History Reduced 846 221 0.05% 0.05% 453 -108 -11.32% Q4 2025 Jan 14, 2026
Snowden Capital Advisors LLC History Reduced 840 219 0.01% 0.01% 454 -5 -0.59% Q4 2025 Feb 17, 2026
FIL Ltd History Added to 834 218 0.0% 0.0% 455 +254 43.79% Q4 2025 Feb 17, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 869 218 0.13% 0.13% 456 0 0.0% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 825 215 0.0% 0.0% 458 +521 171.38% Q4 2025 Feb 06, 2026
RENAISSANCE GROUP LLC History Added to 823 215 0.01% 0.01% 457 +33 4.18% Q4 2025 Feb 11, 2026
Dorsey & Whitney Trust CO LLC History Added to 814 213 0.01% 0.01% 459 +40 5.17% Q4 2025 Feb 11, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 811 212 0.09% 0.09% 460 +45 5.87% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History New 802 209 0.01% 461 +802 New Q4 2025 Jan 21, 2026
Mutual Advisors, LLC History Added to 794 207 0.0% 0.0% 462 +15 1.93% Q4 2025 Feb 02, 2026
Cornerstone Wealth Group, LLC History New 790 206 0.01% 464 +790 New Q4 2025 Jan 26, 2026
MATHER GROUP, LLC. History Added to 788 206 0.0% 0.0% 463 +95 13.71% Q4 2025 Jan 13, 2026
CX Institutional History Added to 776 203 0.01% 0.0% 466 +198 34.26% Q4 2025 Feb 02, 2026
Checchi Capital Advisers, LLC History Reduced 777 203 0.01% 0.01% 465 -119 -13.28% Q4 2025 Jan 27, 2026
SPINNAKER TRUST History No change 775 202 0.01% 0.01% 467 0 0.0% Q4 2025 Feb 10, 2026
Robertson Stephens Wealth Management, LLC History Reduced 769 201 0.01% 0.01% 468 -2 -0.26% Q4 2025 Feb 02, 2026
Howard Capital Management Inc. History Added to 767 200 0.0% 0.0% 469 +2 0.26% Q4 2025 Jan 23, 2026
TRUST CO OF VERMONT History No change 750 196 0.01% 0.01% 470 0 0.0% Q4 2025 Jan 16, 2026
Aster Capital Management (DIFC) Ltd History New 674 176 0.08% 471 +674 New Q4 2025 Feb 17, 2026
Cetera Trust Company, N.A History Added to 655 171 0.09% 0.1% 472 +10 1.55% Q4 2025 Feb 13, 2026
Virtus Investment Advisers, LLC History New 623 163 0.04% 473 +623 New Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 612 160 0.0% 0.04% 474 -743,342 -99.92% Q4 2025 Feb 13, 2026
TEMA ETFS LLC History New 588 153 0.01% 475 +588 New Q4 2025 Jan 16, 2026
Ameritas Investment Partners, Inc. History Reduced 576 150 0.0% 0.0% 476 -36 -5.88% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 545 142 0.0% 0.0% 477 +43 8.57% Q4 2025 Feb 17, 2026
Principia Wealth Advisory, LLC History Added to 535 139 0.09% 0.1% 478 +8 1.52% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 528 138 0.0% 0.0% 479 +1 0.19% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 541 138 0.0% 0.0% 480 -1 -0.18% Q4 2025 Jan 26, 2026
North Star Investment Management Corp. History Added to 507 132 0.01% 0.01% 481 +7 1.4% Q4 2025 Jan 30, 2026
ASSETMARK, INC History Added to 498 130 0.0% 0.0% 482 +11 2.26% Q4 2025 Jan 23, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 481 125 0.0% 0.0% 483 +262 119.63% Q4 2025 Feb 12, 2026
SUMMIT SECURITIES GROUP LLC History Added to 466 121 0.02% 0.01% 484 +353 312.39% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 445 116 0.0% 0.0% 485 +45 11.25% Q4 2025 Jan 20, 2026
ORG Partners LLC History Added to 380 99 0.02% 0.02% 486 +20 5.56% Q4 2025 Jan 14, 2026
Center for Financial Planning, Inc. History No change 350 91 0.01% 0.01% 487 0 0.0% Q4 2025 Feb 05, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 345 90 0.02% 0.02% 488 0 0.0% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Reduced 334 88 0.0% 0.01% 489 -21 -5.92% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 331 86 0.0% 0.0% 490 -244 -42.43% Q4 2025 Jan 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 304 79 0.02% 0.02% 491 0 0.0% Q4 2025 Jan 23, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 303 79 0.0% 0.0% 492 0 0.0% Q4 2025 Feb 05, 2026
DT Investment Partners, LLC History No change 297 77 0.01% 0.01% 493 0 0.0% Q4 2025 Feb 10, 2026
Clearstead Trust, LLC History No change 297 77 0.01% 0.01% 494 0 0.0% Q4 2025 Feb 09, 2026
Elyxium Wealth, LLC History New 287 75 0.02% 495 +287 New Q4 2025 Feb 05, 2026
Covestor Ltd History Added to 270 71 0.04% 0.01% 496 +203 302.99% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 245 64 0.01% 497 +245 New Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 222 58 0.0% 0.0% 498 -80 -26.49% Q4 2025 Feb 09, 2026
Clearstead Advisors, LLC History Added to 224 58 0.0% 0.0% 499 +36 19.15% Q4 2025 Feb 09, 2026
Eurizon SLJ Capital Ltd History New 219 57 0.02% 500 +219 New Q4 2025 Feb 10, 2026
Bear Mountain Capital, Inc. History No change 221 56 0.02% 0.02% 501 0 0.0% Q4 2025 Jan 22, 2026
AMERIFLEX GROUP, INC. History Reduced 208 54 0.03% 0.04% 503 -208 -50.0% Q4 2025 Feb 18, 2026
Cromwell Holdings LLC History Added to 208 54 0.03% 0.03% 502 +10 5.05% Q4 2025 Jan 20, 2026
SJS Investment Consulting Inc. History Added to 206 53 0.01% 0.01% 504 +26 14.44% Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Reduced 202 52 0.0% 0.0% 506 -87 -30.1% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History Added to 202 52 0.0% 0.0% 505 +22 12.22% Q4 2025 Jan 07, 2026
1620 INVESTMENT ADVISORS, INC. History No change 200 52 0.03% 0.04% 507 0 0.0% Q4 2025 Feb 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 193 51 0.0% 0.0% 509 +78 67.83% Q4 2025 Feb 09, 2026
CENTRAL TRUST Co History No change 195 51 0.0% 0.0% 508 0 0.0% Q4 2025 Feb 02, 2026
Pacific Center for Financial Services History No change 193 51 0.01% 0.01% 510 0 0.0% Q4 2025 Feb 17, 2026
CYBER HORNET ETFs LLC History Added to 185 48 0.03% 0.03% 511 +8 4.52% Q4 2025 Feb 09, 2026
True Wealth Design, LLC History Added to 176 46 0.01% 0.01% 512 +96 120.0% Q4 2025 Jan 08, 2026
Harvest Fund Management Co., Ltd History Reduced 171 45 0.0% 0.01% 513 -294 -63.23% Q4 2025 Feb 11, 2026
SENTRY INVESTMENT MANAGEMENT LLC History No change 162 42 0.03% 0.03% 514 0 0.0% Q4 2025 Feb 04, 2026
CoreCap Advisors, LLC History No change 163 42 0.0% 0.0% 515 0 0.0% Q4 2025 Jan 13, 2026
Larson Financial Group LLC History Added to 158 41 0.0% 0.0% 517 +27 20.61% Q4 2025 Feb 06, 2026
Bruce G. Allen Investments, LLC History Reduced 158 41 0.03% 0.03% 518 -8 -4.82% Q4 2025 Feb 10, 2026
Capital Advisors, Ltd. LLC History No change 158 41 0.0% 0.0% 516 0 0.0% Q4 2025 Jan 21, 2026
Ancora Advisors LLC History Added to 144 37 0.0% 0.0% 519 +138 2300.0% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 136 35 0.0% 0.0% 520 +4 3.03% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History No change 135 35 0.0% 0.0% 521 0 0.0% Q4 2025 Feb 11, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 120 31 0.0% 0.0% 522 -35 -22.58% Q4 2025 Jan 20, 2026
Princeton Global Asset Management LLC History No change 120 31 0.01% 0.01% 523 0 0.0% Q4 2025 Jan 20, 2026
SIMPLEX TRADING, LLC History New 115 30 0.0% 524 +115 New Q4 2025 Feb 11, 2026
Generali Asset Management SPA SGR History New 111 29 0.0% 525 +111 New Q4 2025 Feb 03, 2026
Nemes Rush Group LLC History New 104 27 0.0% 526 +104 New Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Added to 102 26 0.0% 0.0% 528 +2 2.0% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History No change 103 26 0.0% 0.0% 527 0 0.0% Q4 2025 Jan 26, 2026
Washington Trust Advisors, Inc. History No change 101 26 0.0% 0.0% 529 0 0.0% Q4 2025 Feb 03, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 100 26 0.01% 0.02% 530 0 0.0% Q4 2025 Jan 22, 2026
Ransom Advisory, Ltd History No change 100 26 0.01% 0.01% 531 0 0.0% Q4 2025 Jan 06, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 97 25 0.0% 0.01% 532 +2 2.11% Q4 2025 Feb 09, 2026
DV EQUITIES, LLC History New 90 23 0.0% 534 +90 New Q4 2025 Feb 17, 2026
Fulcrum Asset Management LLP History No change 88 23 0.01% 0.01% 533 0 0.0% Q4 2025 Feb 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 84 21 0.01% 0.0% 535 +79 1580.0% Q4 2025 Jan 20, 2026
DV Trading LLC History New 80 20 0.0% 536 +80 New Q4 2025 Feb 17, 2026
BLUELINE ADVISORS LLC History New 75 19 0.02% 537 +75 New Q4 2025 Feb 10, 2026
Smithfield Trust Co History No change 66 17 0.0% 0.0% 538 0 0.0% Q4 2025 Feb 09, 2026
AlphaQuest LLC History Reduced 64 16 0.0% 0.01% 539 -225 -77.85% Q4 2025 Feb 09, 2026
Reflection Asset Management History New 62 16 0.01% 540 +62 New Q4 2025 Mar 02, 2026
MONTAG A & ASSOCIATES INC History Reduced 59 15 0.0% 0.0% 541 -8 -11.94% Q4 2025 Feb 02, 2026
Dynamic Wealth Strategies, LLC History No change 58 15 0.01% 0.01% 542 0 0.0% Q4 2025 Feb 04, 2026
Raiffeisen Bank International AG History No change 54 14 0.0% 0.0% 543 0 0.0% Q4 2025 Feb 12, 2026
Muzinich & Co., Inc. History Reduced 50 13 0.0% 0.01% 547 -66 -56.9% Q4 2025 Jan 21, 2026
Itau Unibanco Holding S.A. History New 51 13 0.0% 545 +51 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 52 13 0.0% 0.0% 544 +36 225.0% Q4 2025 Feb 10, 2026
Plante Moran Financial Advisors, LLC History No change 50 13 0.0% 0.0% 546 0 0.0% Q4 2025 Feb 05, 2026
SageView Advisory Group, LLC History New 47 12 0.0% 549 +47 New Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History No change 44 12 0.0% 0.0% 548 0 0.0% Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History Reduced 43 11 0.0% 0.0% 553 -12 -21.82% Q4 2025 Feb 10, 2026
Raleigh Capital Management Inc. History Reduced 45 11 0.0% 0.01% 552 -9 -16.67% Q4 2025 Jan 21, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 44 11 0.0% 0.0% 550 +1 2.33% Q4 2025 Feb 03, 2026
SOA Wealth Advisors, LLC. History No change 42 11 0.0% 0.0% 551 0 0.0% Q4 2025 Jan 20, 2026
Hilltop National Bank History No change 44 11 0.0% 0.0% 554 0 0.0% Q4 2025 Jan 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 42 10 0.0% 0.0% 555 +17 68.0% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Reduced 39 10 0.0% 0.0% 556 -2 -4.88% Q4 2025 Jan 16, 2026
Quent Capital, LLC History Reduced 36 9 0.0% 0.0% 559 -23 -38.98% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Reduced 35 9 0.0% 0.0% 558 -5 -12.5% Q4 2025 Feb 06, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 38 9 0.0% 0.0% 557 +2 5.56% Q4 2025 Feb 05, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 37 9 0.0% 0.0% 560 0 0.0% Q4 2025 Jan 14, 2026
CVA Family Office, LLC History Added to 33 8 0.0% 0.0% 561 +10 43.48% Q4 2025 Jan 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 23 6 0.0% 0.0% 562 +2 9.52% Q4 2025 Feb 09, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 23 6 0.0% 0.0% 563 +1 4.55% Q4 2025 Feb 23, 2026
Cornerstone Planning Group LLC History Reduced 22 5 0.0% 0.0% 566 -2 -8.33% Q4 2025 Feb 02, 2026
TCTC Holdings, LLC History No change 20 5 0.0% 0.0% 564 0 0.0% Q4 2025 Feb 12, 2026
Investors Research Corp History No change 22 5 0.0% 0.0% 565 0 0.0% Q4 2025 Jan 06, 2026
Twin Lakes Capital Management, LLC History No change 23 5 0.0% 0.0% 567 0 0.0% Q4 2025 Feb 04, 2026
Park Place Capital Corp History No change 20 5 0.0% 0.0% 568 0 0.0% Q4 2025 Jan 09, 2026
Physician Wealth Advisors, Inc. History Reduced 15 3 0.0% 0.0% 570 -34 -69.39% Q4 2025 Jan 29, 2026
POM Investment Strategies, LLC History New 13 3 0.0% 571 +13 New Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 13 3 0.0% 576 +13 New Q4 2025 Feb 09, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 12 3 0.0% 0.0% 573 -5 -29.41% Q4 2025 Jan 09, 2026
Mowery & Schoenfeld Wealth Management, LLC History Added to 13 3 0.0% 0.0% 574 +3 30.0% Q4 2025 Jan 28, 2026
HOWARD HUGHES MEDICAL INSTITUTE History No change 13 3 0.0% 0.0% 569 0 0.0% Q4 2025 Feb 17, 2026
Red Tortoise LLC History No change 13 3 0.0% 0.0% 572 0 0.0% Q4 2025 Jan 22, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 14 3 0.0% 0.0% 575 0 0.0% Q4 2025 Feb 10, 2026
Fortitude Family Office, LLC History Reduced 11 2 0.0% 0.0% 582 -8 -42.11% Q4 2025 Jan 15, 2026
Rossby Financial, LCC History Added to 10 2 0.0% 584 +7 233.33% Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History Added to 8 2 0.0% 0.0% 581 +3 60.0% Q4 2025 Jan 29, 2026
Dogwood Wealth Management LLC History Added to 9 2 0.0% 0.0% 585 +2 28.57% Q4 2025 Feb 04, 2026
Transamerica Financial Advisors, LLC History Reduced 9 2 0.0% 0.0% 577 -1 -10.0% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History No change 10 2 0.0% 0.0% 578 0 0.0% Q4 2025 Feb 18, 2026
Grove Bank & Trust History No change 9 2 0.0% 0.0% 579 0 0.0% Q4 2025 Jan 08, 2026
Truvestments Capital LLC History No change 11 2 0.0% 0.0% 580 0 0.0% Q4 2025 Feb 13, 2026
Millstone Evans Group, LLC History No change 9 2 0.0% 0.0% 583 0 0.0% Q4 2025 Feb 02, 2026
Bell Investment Advisors, Inc History Reduced 6 1 0.0% 0.0% 588 -19 -76.0% Q4 2025 Feb 24, 2026
Avion Wealth History New 6 1 0.0% 586 +6 New Q4 2025 Jan 23, 2026
Clayton Financial Group LLC History New 5 1 0.0% 589 +5 New Q4 2025 Jan 21, 2026
Legacy Wealth Managment, LLC/ID History New 5 1 0.0% 591 +5 New Q4 2025 Feb 03, 2026
Cornerstone Financial Management LLC History New 5 1 0.0% 592 +5 New Q4 2025 Feb 13, 2026
Wealth Watch Advisors, INC History Reduced 4 1 0.0% 0.0% 590 -3 -42.86% Q4 2025 Feb 17, 2026
TFC Financial Management, Inc. History No change 6 1 0.0% 0.0% 587 0 0.0% Q4 2025 Jan 23, 2026
Engineers Gate Manager LP History Closed out 0 0 0.2% -65,925 -100.0% Q3 2025 Nov 14, 2025
Verition Fund Management LLC History Closed out 0 0 0.06% -58,101 -100.0% Q3 2025 Nov 14, 2025
LMR Partners LLP History Closed out 0 0 0.06% -49,044 -100.0% Q3 2025 Nov 14, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.02% -43,600 -100.0% Q3 2025 Nov 14, 2025
NFJ INVESTMENT GROUP, LLC History Closed out 0 0 0.18% -19,155 -100.0% Q3 2025 Nov 14, 2025
Achmea Investment Management B.V. History Closed out 0 0 0.06% -17,961 -100.0% Q3 2025 Nov 21, 2025
Loudon Investment Management, LLC History Closed out 0 0 1.65% -11,783 -100.0% Q3 2025 Nov 14, 2025
NATIXIS History Closed out 0 0 0.01% -11,255 -100.0% Q3 2025 Nov 14, 2025
OVERSEA-CHINESE BANKING Corp Ltd History Closed out 0 0 0.06% -8,758 -100.0% Q3 2025 Oct 28, 2025
ING GROEP NV History Closed out 0 0 0.01% -8,326 -100.0% Q3 2025 Nov 06, 2025
Marex Group plc History Closed out 0 0 0.02% -8,200 -100.0% Q3 2025 Nov 14, 2025
GAM Holding AG History Closed out 0 0 0.13% -8,019 -100.0% Q3 2025 Oct 21, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.06% -6,132 -100.0% Q3 2025 Nov 17, 2025
STABLEFORD CAPITAL II LLC History Closed out 0 0 0.59% -6,112 -100.0% Q3 2025 Oct 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -5,582 -100.0% Q3 2025 Nov 14, 2025
S-Bank Fund Management Ltd History Closed out 0 0 0.19% -5,468 -100.0% Q3 2025 Oct 27, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 0.05% -5,381 -100.0% Q3 2025 Nov 13, 2025
Vinva Investment Management Ltd History Closed out 0 0 0.03% -5,044 -100.0% Q3 2025 Nov 13, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -4,600 -100.0% Q3 2025 Nov 14, 2025
Man Group plc History Closed out 0 0 0.0% -4,174 -100.0% Q3 2025 Nov 14, 2025
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -3,648 -100.0% Q3 2025 Nov 13, 2025
OSSIAM History Closed out 0 0 0.01% -2,815 -100.0% Q3 2025 Nov 14, 2025
QRG CAPITAL MANAGEMENT, INC. History Closed out 0 0 0.01% -1,962 -100.0% Q3 2025 Oct 28, 2025
World Investment Advisors History Closed out 0 0 0.01% -1,956 -100.0% Q3 2025 Oct 15, 2025
SUMMIT WEALTH GROUP LLC / CO History Closed out 0 0 0.06% -1,857 -100.0% Q3 2025 Feb 05, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -1,400 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.0% -1,370 -100.0% Q3 2025 Nov 13, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.12% -1,139 -100.0% Q3 2025 Nov 13, 2025
Ascent Group, LLC History Closed out 0 0 0.01% -1,045 -100.0% Q3 2025 Oct 20, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.05% -1,033 -100.0% Q3 2025 Nov 13, 2025
MIZUHO MARKETS AMERICAS LLC History Closed out 0 0 0.0% -982 -100.0% Q3 2025 Oct 29, 2025
Cinctive Capital Management LP History Closed out 0 0 0.01% -920 -100.0% Q3 2025 Nov 14, 2025
Ground Swell Capital, LLC History Closed out 0 0 0.54% -918 -100.0% Q3 2025 Nov 06, 2025
Erste Asset Management GmbH History Closed out 0 0 0.0% -884 -100.0% Q3 2025 Nov 12, 2025
Livforsakringsbolaget Skandia, Omsesidigt History Closed out 0 0 0.01% -857 -100.0% Q3 2025 Nov 18, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 0.01% -815 -100.0% Q3 2025 Nov 14, 2025
CWA Asset Management Group, LLC History Closed out 0 0 0.01% -815 -100.0% Q3 2025 Oct 22, 2025
Trivium Point Advisory, LLC History Closed out 0 0 0.02% -778 -100.0% Q3 2025 Nov 12, 2025
WESCAP Management Group, Inc. History Closed out 0 0 0.04% -761 -100.0% Q3 2025 Nov 06, 2025
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Closed out 0 0 0.04% -757 -100.0% Q3 2025 Nov 06, 2025
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -750 -100.0% Q3 2025 Oct 22, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -635 -100.0% Q3 2025 Nov 12, 2025
Catalyst Capital Advisors LLC History Closed out 0 0 0.0% -434 -100.0% Q3 2025 Nov 12, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -236 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -191 -100.0% Q3 2025 Nov 18, 2025
GoalVest Advisory LLC History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Oct 22, 2025
Quarry LP History Closed out 0 0 0.0% -38 -100.0% Q3 2025 Nov 14, 2025
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -29 -100.0% Q3 2025 Oct 24, 2025
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1 0 0.0% -26 -96.3% Q4 2025 Jan 22, 2026
Salomon & Ludwin, LLC History Closed out 0 0 0.0% -23 -100.0% Q3 2025 Oct 21, 2025
Archer Investment Corp History Closed out 0 0 0.0% -10 -100.0% Q3 2025 Nov 03, 2025
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -8 -100.0% Q3 2025 Nov 13, 2025
Private Wealth Management Group, LLC History Closed out 0 0 0.0% -5 -100.0% Q3 2025 Oct 17, 2025
Wilmington Savings Fund Society, FSB History Closed out 0 0 0.0% -4 -100.0% Q3 2025 Nov 20, 2025
Signature Equity Partners, LLC History New 3 0 +3 New Q4 2025 Feb 17, 2026
Rise Advisors, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 08, 2025
Activest Wealth Management History Closed out 0 0 -3 -100.0% Q3 2025 Nov 03, 2025
Cloud Capital Management, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 03, 2025
FIRST HORIZON CORP History New 2 0 +2 New Q4 2025 Jan 27, 2026
Bogart Wealth, LLC History New 2 0 +2 New Q4 2025 Jan 30, 2026
Rialto Wealth Management, LLC History New 2 0 +2 New Q4 2025 Jan 12, 2026
OPTIMA CAPITAL LLC History New 2 0 +2 New Q4 2025 Jan 23, 2026
WINNOW WEALTH LLC History Reduced 3 0 0.0% -2 -40.0% Q4 2025 Feb 11, 2026
Fideuram Asset Management (Ireland) dac History New 2 0 +2 New Q4 2025 Feb 10, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 13, 2025
NVWM, LLC History New 1 0 +1 New Q4 2025 Jan 20, 2026
Elevated Capital Advisors, LLC History New 1 0 +1 New Q4 2025 Jan 27, 2026
American Capital Advisory, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 28, 2025
North Capital, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 09, 2025
SouthState Bank Corp History No change 3 0 0 0.0% Q4 2025 Feb 11, 2026
MOTCO History No change 3 0 0 0.0% Q4 2025 Feb 06, 2026
Geneos Wealth Management Inc. History No change 2 0 0 0.0% Q4 2025 Jan 28, 2026
Prestige Wealth Management Group LLC History No change 3 0 0 0.0% Q4 2025 Feb 11, 2026
Davis Capital Management History No change 1 0 0 0.0% Q4 2025 Jan 28, 2026
Spire Wealth Management History No change 3 0 0 0.0% Q4 2025 Jan 14, 2026
Sachetta, LLC History No change 2 0 0 0.0% Q4 2025 Feb 02, 2026
Retirement Wealth Solutions LLC History No change 1 0 0 0.0% Q4 2025 Jan 07, 2026
Nova Wealth Management, Inc. History No change 3 0 0 0.0% Q4 2025 Jan 14, 2026
Hughes Financial Services, LLC History No change 2 0 0 0.0% Q4 2025 Feb 11, 2026
Clark Wealth Partners History No change 3 0 0 0.0% Q4 2025 Feb 04, 2026