Energy Transfer LP - ET

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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
MORGAN STANLEY History Added to 86,310,272 1,423,256 0.08% 0.06% 1 +25,366,594 41.62% Q4 2025 Feb 13, 2026
ALPS ADVISORS INC History Added to 83,843,087 1,382,572 8.05% 7.42% 2 +6,192,066 7.97% Q4 2025 Feb 12, 2026
Invesco Ltd. History Reduced 54,994,321 906,856 0.14% 0.16% 3 -2,868,345 -4.96% Q4 2025 Feb 19, 2026
GOLDMAN SACHS GROUP INC History Reduced 52,539,443 866,375 0.11% 0.12% 4 -3,929,342 -6.96% Q4 2025 Mar 25, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Added to 38,675,828 637,764 8.12% 8.54% 5 +103,245 0.27% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 37,104,835 611,858 0.04% 0.05% 6 -11,310,308 -23.36% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 31,705,187 522,818 0.08% 0.09% 7 -2,652,268 -7.72% Q4 2025 Jan 29, 2026
BANK OF AMERICA CORP /DE/ History Added to 29,299,749 483,152 0.04% 0.03% 8 +729,908 2.55% Q4 2025 Feb 17, 2026
Blackstone Inc. History Reduced 25,775,241 425,033 1.68% 2.66% 9 -12,765,069 -33.12% Q4 2025 Feb 17, 2026
Energy Income Partners, LLC History Added to 25,158,105 414,857 7.51% 7.73% 10 +1,806,922 7.74% Q4 2025 Feb 17, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History Reduced 23,954,947 395,017 8.97% 9.03% 11 -12,005 -0.05% Q4 2025 Feb 13, 2026
First Reserve GP XIII Ltd History No change 23,340,380 384,882 87.28% 85.55% 12 0 0.0% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 22,562,363 372,053 0.56% 0.6% 13 +663,943 3.03% Q4 2025 Feb 17, 2026
Belfer Management LLC History Added to 22,211 366,259 6.42% 5.17% 14 +511 2.35% Q4 2025 Feb 03, 2026
FMR LLC History Reduced 22,089,457 364,255 0.02% 0.03% 15 -7,395,384 -25.08% Q4 2025 Feb 17, 2026
NATIXIS History Added to 20,484,524 337,789 1.2% 1.4% 16 +2,900,000 16.49% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 15,948,816 262,996 0.2% 0.2% 17 -155,405 -0.96% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 15,884,947 261,942 0.03% 0.03% 18 -1,797,471 -10.17% Q4 2025 Feb 17, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History Reduced 15,496,547 255,538 10.53% 11.02% 19 -219,141 -1.39% Q4 2025 Jan 12, 2026
CIBC Private Wealth Group LLC History Added to 15,366,720 253,397 0.43% 0.45% 20 +28,105 0.18% Q4 2025 Feb 12, 2026
COOPERMAN LEON G History Added to 13,320,100 219,648 7.29% 7.02% 21 +225,100 1.72% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Added to 13,014,994 214,617 0.17% 0.16% 22 +374,000 2.96% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 12,705,798 211,151 0.1% 0.1% 23 +1,640,021 14.82% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 12,749,768 210,243 0.04% 0.04% 24 +928,869 7.86% Q4 2025 Feb 13, 2026
Long Focus Capital Management, LLC History Added to 9,577,200 157,928 4.16% 3.3% 25 +3,766,800 64.83% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 9,488,902 156,471 0.27% 0.26% 26 +921,393 10.75% Q4 2025 Feb 12, 2026
BERKLEY W R CORP History Added to 8,250,000 136,042 6.4% 7.17% 27 +1,000,000 13.79% Q4 2025 Feb 13, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Reduced 7,991,600 131,781 7.56% 8.0% 28 -220,000 -2.68% Q4 2025 Jan 27, 2026
LPL Financial LLC History Added to 7,696,319 126,912 0.03% 0.04% 29 +235,863 3.16% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 7,451,529 122,888 0.04% 0.04% 30 +418,427 5.95% Q4 2025 Feb 18, 2026
BROOKFIELD Corp /ON/ History Reduced 7,063,419 116,475 0.14% 0.2% 31 -3,113,813 -30.6% Q4 2025 Feb 13, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 6,511,883 107,380 3.97% 4.25% 32 +45,824 0.71% Q4 2025 Jan 28, 2026
STIFEL FINANCIAL CORP History Added to 6,437,645 106,156 0.1% 0.1% 33 +71,832 1.13% Q4 2025 Feb 13, 2026
ABRAMS CAPITAL MANAGEMENT, L.P. History Reduced 6,115,417 100,843 1.78% 1.73% 34 -90,360 -1.46% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 6,028,064 99,402 0.06% 0.05% 35 +333,079 5.85% Q4 2025 Feb 11, 2026
Stephens Group, LLC History No change 5,574,335 91,920 49.57% 51.58% 36 0 0.0% Q4 2025 Jan 06, 2026
Garrett Wealth Advisory Group, LLC History Added to 5,478,810 90,345 17.07% 18.32% 37 +337 0.01% Q4 2025 Feb 04, 2026
Recurrent Investment Advisors LLC History Added to 5,351,355 88,243 6.52% 6.56% 38 +364,412 7.31% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 5,334,000 87,957 0.01% 0.02% 39 -3,787,763 -41.52% Q4 2025 Feb 17, 2026
Patient Capital Management, LLC History Added to 5,272,875 86,949 3.36% 3.36% 40 +384,737 7.87% Q4 2025 Feb 13, 2026
MILLER HOWARD INVESTMENTS INC /NY History Reduced 5,229,111 86,228 2.6% 2.8% 41 -122,034 -2.28% Q4 2025 Jan 27, 2026
JANE STREET GROUP, LLC History Added to 5,195,518 85,674 0.01% 0.01% 42 +1,018,787 24.39% Q4 2025 Feb 12, 2026
COMMERCE BANK History Reduced 4,992,394 82,324 0.45% 0.48% 43 -1,721 -0.03% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 4,855,095 80,060 0.04% 0.05% 44 -1,119,564 -18.74% Q4 2025 Feb 13, 2026
Fractal Investments LLC History No change 4,797,715 79,114 11.05% 11.89% 45 0 0.0% Q4 2025 Jan 27, 2026
ROYAL BANK OF CANADA History New 4,744,393 78,236 0.01% 46 +4,744,393 New Q4 2025 Feb 17, 2026
Philosophy Capital Management LLC History Added to 2,704,144 78,082 3.55% 2.59% 47 +154,414 6.06% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 4,544,553 74,939 0.13% 0.13% 48 +578,137 14.58% Q4 2025 Mar 16, 2026
BlackRock, Inc. History Reduced 3,965,350 65,388 0.0% 0.0% 49 -24,997 -0.63% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 3,835,590 63,248 6.6% 7.76% 50 -22,200 -0.58% Q4 2025 Feb 13, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 3,765,800 62,098 0.7% 0.76% 51 -137,664 -3.53% Q4 2025 Jan 26, 2026
Chicago Partners Investment Group LLC History Added to 3,383,649 60,871 1.5% 1.48% 52 +44,143 1.32% Q4 2025 Jan 28, 2026
HRT FINANCIAL LP History Added to 3,517,211 57,998 0.18% 0.15% 53 +1,101,476 45.6% Q4 2025 Feb 12, 2026
Americana Partners, LLC History Added to 3,186,247 52,541 1.44% 1.45% 54 +377,224 13.43% Q4 2025 Feb 06, 2026
COHEN & STEERS, INC. History Added to 3,052,066 50,329 0.09% 0.08% 55 +459,138 17.71% Q4 2025 Feb 13, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History Added to 3,028,233 49,935 11.26% 7.88% 56 +1,090,165 56.25% Q4 2025 Feb 11, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Reduced 3,027,317 49,920 4.83% 5.2% 57 -75,000 -2.42% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 2,979,123 49,125 1.01% 1.06% 58 +51,687 1.77% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 2,891,026 47,673 0.02% 0.02% 59 +139,336 5.06% Q4 2025 Feb 12, 2026
Progeny 3, Inc. History Added to 2,875,485 47,416 2.55% 2.48% 60 +75,100 2.68% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 2,856,825 47,110 0.07% 0.07% 61 -145,122 -4.83% Q4 2025 Feb 17, 2026
Employees Retirement System of Texas History Reduced 2,834,057 46,734 0.38% 0.4% 62 -50,800 -1.76% Q4 2025 Feb 09, 2026
HighTower Advisors, LLC History Reduced 2,719,258 44,840 0.05% 0.06% 63 -389,042 -12.52% Q4 2025 Feb 06, 2026
Jump Financial, LLC History Added to 2,585,439 42,633 0.52% 0.23% 64 +1,451,613 128.03% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History No change 2,563,415 42,142 0.02% 0.02% 65 0 0.0% Q4 2025 Mar 20, 2026
BARCLAYS PLC History Added to 2,461,768 40,594 0.01% 0.01% 66 +84,708 3.56% Q4 2025 Feb 13, 2026
Kamunting Street Capital Management, L.P. History Reduced 2,316,210 38,194 26.05% 30.38% 67 -63,242 -2.66% Q4 2025 Feb 17, 2026
Appaloosa LP History Reduced 2,191,250 36,133 0.52% 1.15% 68 -2,765,985 -55.8% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 2,185,998 36,047 0.04% 0.04% 69 +154,352 7.6% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Added to 2,169,117 35,768 0.01% 0.01% 70 +186,708 9.42% Q4 2025 Jan 29, 2026
Allianz Asset Management GmbH History Reduced 2,154,999 35,535 0.04% 0.05% 71 -412,015 -16.05% Q4 2025 Feb 11, 2026
Northside Capital Management, LLC History Added to 2,106,079 34,729 3.02% 3.25% 72 +31,462 1.52% Q4 2025 Jan 07, 2026
Nuveen, LLC History Reduced 2,100,529 34,637 0.01% 0.01% 73 -114,197 -5.16% Q4 2025 Feb 12, 2026
WALNUT PRIVATE EQUITY PARTNERS, LLC History Added to 2,047,500 33,763 19.64% 19.8% 74 +10,000 0.49% Q4 2025 Jan 06, 2026
Catalyst Capital Advisors LLC History Reduced 2,014,200 33,214 0.68% 0.75% 75 -142,205 -6.59% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 2,010,418 33,152 0.09% 0.1% 76 -112,119 -5.28% Q4 2025 Feb 05, 2026
Zurich Insurance Group Ltd/FI History Reduced 1,990,834 32,828 0.23% 0.45% 77 -1,713,043 -46.25% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 1,940,500 31,999 0.04% 0.04% 78 +1,264,627 187.11% Q4 2025 Jan 09, 2026
Corient Private Wealth LLC History Added to 1,936,780 30,716 0.04% 0.05% 79 +89,501 4.85% Q4 2025 Mar 09, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 1,860,369 30,677 0.23% 0.23% 80 +253,543 15.78% Q4 2025 Jan 14, 2026
Mariner, LLC History Added to 1,825,681 30,105 0.04% 0.04% 81 +1,674 0.09% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,806,727 29,792 0.04% 0.04% 82 -58,981 -3.16% Q4 2025 Feb 12, 2026
Beacon Pointe Advisors, LLC History Reduced 1,665,104 27,457 0.19% 0.26% 83 -138,402 -7.67% Q4 2025 Feb 18, 2026
Sanctuary Advisors, LLC History Added to 1,630,707 26,890 0.15% 0.13% 84 +428,045 35.59% Q4 2025 Jan 29, 2026
Callodine Capital Management, LP History Added to 1,585,000 26,136 2.1% 2.06% 85 +215,000 15.69% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 1,560,110 25,726 0.67% 0.66% 86 +129,489 9.05% Q4 2025 Jan 23, 2026
JENNISON ASSOCIATES LLC History Reduced 1,514,712 24,977 0.01% 0.02% 87 -84,029 -5.26% Q4 2025 Jan 30, 2026
Adams Asset Advisors, LLC History Added to 1,422,619 23,458 3.09% 3.13% 88 +6,125 0.43% Q4 2025 Jan 15, 2026
DELPHI FINANCIAL GROUP, INC. History No change 1,421,945 23,447 11.71% 13.72% 89 0 0.0% Q4 2025 Feb 11, 2026
Waverly Advisors, LLC History Added to 1,410,878 23,265 0.19% 0.22% 90 +122,070 9.47% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 1,381,332 22,778 0.28% 0.31% 91 -16,910 -1.21% Q4 2025 Feb 05, 2026
Alden Global Capital LLC History No change 1,370,511 22,599 10.63% 13.75% 92 0 0.0% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 1,343,639 22,156 0.17% 0.19% 93 -18,686 -1.37% Q4 2025 Feb 12, 2026
Empowered Funds, LLC History Added to 1,332,685 21,975 0.37% 0.19% 94 +244,134 22.43% Q4 2025 Feb 18, 2026
Texas Yale Capital Corp. History Added to 1,311,965 21,634 0.66% 0.67% 95 +75,700 6.12% Q4 2025 Feb 10, 2026
GABELLI FUNDS LLC History New 1,310,925 21,617 0.15% 96 +1,310,925 New Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Added to 1,235,964 20,381 0.15% 0.15% 97 +23,537 1.94% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 1,202,853 19,835 0.08% 0.09% 98 +270 0.02% Q4 2025 Feb 13, 2026
RR Advisors, LLC History Reduced 1,179,867 19,456 6.08% 10.18% 99 -1,324,133 -52.88% Q4 2025 Feb 12, 2026
BLACKHILL CAPITAL INC History Added to 1,160,000 19,128 0.98% 0.59% 100 +460,000 65.71% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 1,091,436 17,735 0.02% 0.03% 101 -32,756 -2.91% Q4 2025 Jan 08, 2026
Prospera Financial Services Inc History Added to 1,057,943 17,446 0.29% 0.31% 102 +5,967 0.57% Q4 2025 Feb 09, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,024,221 16,889 0.01% 0.0% 103 +11,868 1.17% Q4 2025 Feb 10, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 1,020,030 16,820 0.95% 1.01% 104 0 0.0% Q4 2025 Feb 13, 2026
RBF Capital, LLC History No change 1,000,000 16,490 0.73% 0.77% 105 0 0.0% Q4 2025 Feb 17, 2026
BOWEN HANES & CO INC History No change 975,000 16,078 0.4% 0.42% 106 0 0.0% Q4 2025 Feb 10, 2026
CNA FINANCIAL CORP History Added to 950,000 15,665 7.61% 8.09% 107 +150,000 18.75% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 943,201 15,558 0.08% 0.08% 108 +189,647 25.17% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 930,054 15,336 0.06% 109 +930,054 New Q4 2025 Feb 13, 2026
MANNING & NAPIER ADVISORS LLC History Added to 930,000 15,335 0.2% 0.2% 110 +30,000 3.33% Q4 2025 Feb 03, 2026
LONESTAR CAPITAL MANAGEMENT LLC History Reduced 929,000 15,319 2.45% 2.76% 111 -171,000 -15.55% Q4 2025 Feb 17, 2026
McGowan Group Asset Management, Inc. History Added to 899,349 14,830 1.84% 1.87% 112 +18,913 2.15% Q4 2025 Jan 29, 2026
Creative Planning History Reduced 898,875 14,822 0.01% 0.02% 113 -677,251 -42.97% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 885,577 14,603 0.18% 0.19% 114 -17,189 -1.9% Q4 2025 Jan 21, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 884,279 14,581 2.0% 2.13% 115 +9,430 1.08% Q4 2025 Jan 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 877,757 14,474 0.32% 0.35% 116 +19,030 2.22% Q4 2025 Jan 27, 2026
FFG Partners, LLC History Reduced 854,593 14,092 4.09% 5.77% 117 -385,346 -31.08% Q4 2025 Jan 23, 2026
NewEdge Advisors, LLC History Added to 846,622 13,960 0.05% 0.06% 118 +44,039 5.49% Q4 2025 Feb 18, 2026
Private Capital Advisors, Inc. History Reduced 835,100 13,770 1.41% 1.62% 119 -14,035 -1.65% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 831,772 13,715 0.01% 0.01% 120 +89,858 12.11% Q4 2025 Feb 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 815,646 13,450 0.74% 0.81% 121 -15,000 -1.81% Q4 2025 Jan 13, 2026
Bollard Group LLC History Reduced 810,912 13,372 0.33% 0.37% 122 -104,257 -11.39% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 807,701 13,319 0.03% 0.03% 123 +72,595 9.88% Q4 2025 Feb 11, 2026
Heronetta Management, L.P. History Reduced 802,129 13,227 7.65% 8.31% 124 -82,025 -9.28% Q4 2025 Feb 04, 2026
Westend Capital Management, LLC History Added to 799,308 13,180 3.69% 3.97% 125 +5,868 0.74% Q4 2025 Jan 15, 2026
TRUIST FINANCIAL CORP History Reduced 781,475 12,886 0.02% 0.02% 126 -14,866 -1.87% Q4 2025 Feb 02, 2026
MAI Capital Management History Added to 774,689 12,774 0.07% 0.08% 127 +177 0.02% Q4 2025 Feb 13, 2026
Williams Jones Wealth Management, LLC. History Reduced 769,931 12,696 0.14% 0.16% 128 -41,100 -5.07% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 762,872 12,579 0.02% 0.02% 129 +245,811 47.54% Q4 2025 Feb 17, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History No change 762,040 12,566 0.88% 1.14% 130 0 0.0% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 759,556 12,525 0.06% 131 +759,556 New Q4 2025 Feb 17, 2026
Empirical Finance, LLC History Added to 752,045 12,401 0.59% 0.45% 132 +203,550 37.11% Q4 2025 Feb 12, 2026
DIVIDEND ASSETS CAPITAL, LLC History Reduced 743,158 12,254 2.34% 2.47% 133 -78,940 -9.6% Q4 2025 Feb 12, 2026
NEOS Investment Management LLC History Added to 735,261 12,124 0.07% 0.02% 134 +593,647 419.2% Q4 2025 Feb 17, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 730,689 12,049 0.7% 0.99% 135 +27,386 3.89% Q4 2025 Feb 09, 2026
TECTONIC ADVISORS LLC History Added to 726,693 11,983 0.63% 0.63% 136 +55,624 8.29% Q4 2025 Jan 23, 2026
Turtle Creek Wealth Advisors, LLC History Added to 719,940 11,871 0.93% 1.08% 137 +16,535 2.35% Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Added to 970,181 11,744 0.06% 0.06% 138 +230,029 31.08% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Added to 710,885 11,722 0.17% 0.18% 139 +14,185 2.04% Q4 2025 Feb 13, 2026
BOKF, NA History Added to 701,794 11,572 0.18% 0.18% 140 +15,631 2.28% Q4 2025 Feb 03, 2026
DEUTSCHE BANK AG\ History Reduced 696,213 11,480 0.0% 0.0% 141 -39,362 -5.35% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Added to 695,612 11,470 0.05% 0.05% 142 +10,399 1.52% Q4 2025 Feb 17, 2026
Truffle Hound Capital, LLC History Added to 650,000 10,718 2.79% 2.16% 143 +200,000 44.44% Q4 2025 Feb 13, 2026
TEMA ETFS LLC History Added to 643,800 10,616 0.82% 0.2% 144 +502,186 354.62% Q4 2025 Jan 16, 2026
FIRST TRUST ADVISORS LP History Reduced 642,450 10,594 0.01% 0.01% 145 -16,490 -2.5% Q4 2025 Feb 13, 2026
Annandale Capital, LLC History Added to 638,661 10,532 1.25% 1.86% 146 +1,182 0.19% Q4 2025 Feb 12, 2026
PAYDEN & RYGEL History Reduced 638,490 10,529 0.73% 1.07% 147 -112,200 -14.95% Q4 2025 Feb 06, 2026
AMERIPRISE FINANCIAL INC History Added to 615,463 10,148 0.0% 0.0% 148 +132,778 27.51% Q4 2025 Feb 17, 2026
Coronation Fund Managers Ltd. History New 603,284 9,948 0.45% 149 +603,284 New Q4 2025 Jan 29, 2026
KCM Capital Inc History New 600,000 9,894 1.89% 151 +600,000 New Q4 2025 Feb 17, 2026
Militia Capital Partners, LP History Added to 600,000 9,894 3.76% 3.79% 150 +123,000 25.79% Q4 2025 Feb 17, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 591,340 9,751 1.56% 1.85% 152 +400 0.07% Q4 2025 Jan 26, 2026
NOMURA HOLDINGS INC History New 587,703 9,691 0.01% 153 +587,703 New Q4 2025 Feb 17, 2026
HENNESSY ADVISORS INC History No change 580,930 9,579 0.34% 0.34% 154 0 0.0% Q4 2025 Jan 27, 2026
WEXFORD CAPITAL LP History No change 575,015 9,482 1.83% 1.42% 155 0 0.0% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History No change 555,230 9,155 0.02% 0.02% 156 0 0.0% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 547,665 9,030 0.02% 0.03% 157 -4,254 -0.77% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Reduced 526,056 8,674 0.01% 0.01% 158 -1,767 -0.33% Q4 2025 Feb 13, 2026
Oxbow Advisors, LLC History Added to 517,821 8,538 0.75% 0.77% 159 +35,225 7.3% Q4 2025 Feb 04, 2026
Advisors Capital Management, LLC History Added to 517,285 8,530 0.1% 0.11% 160 +15,635 3.12% Q4 2025 Jan 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 523,229 8,517 0.01% 0.02% 161 -26,480 -4.82% Q4 2025 Feb 18, 2026
Requisite Capital Management, LLC History Added to 511,383 8,432 1.6% 1.46% 162 +6,150 1.22% Q4 2025 Feb 05, 2026
Fogel Capital Management, Inc. History Added to 500,996 8,261 3.81% 3.91% 163 +7,941 1.61% Q4 2025 Feb 02, 2026
Focus Partners Wealth History Added to 476,492 7,914 0.01% 0.01% 164 +162,802 51.9% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Reduced 475,693 7,844 0.11% 0.2% 165 -472,139 -49.81% Q4 2025 Feb 02, 2026
NFC Investments, LLC History Added to 471,236 7,771 2.19% 2.2% 166 +29,297 6.63% Q4 2025 Feb 11, 2026
Advisors Asset Management, Inc. History Added to 464,077 7,652 0.13% 0.13% 167 +24,819 5.65% Q4 2025 Feb 12, 2026
Pekin Hardy Strauss, Inc. History Added to 459,874 7,583 0.7% 0.79% 168 +2,412 0.53% Q4 2025 Jan 30, 2026
Quantinno Capital Management LP History Added to 452,929 7,468 0.01% 0.02% 169 +41,745 10.15% Q4 2025 Feb 17, 2026
AVENIR CORP History Added to 451,327 7,442 0.81% 0.81% 170 +310 0.07% Q4 2025 Feb 13, 2026
AMERICAN FINANCIAL GROUP INC History No change 450,896 7,435 2.7% 2.98% 171 0 0.0% Q4 2025 Feb 12, 2026
Concorde Financial Corp History Reduced 401,599 7,393 5.73% 3.87% 172 -4,933 -1.21% Q4 2025 Feb 17, 2026
SL ADVISORS, LLC History Added to 442,978 7,304 14.96% 14.57% 173 +11,401 2.64% Q4 2025 Jan 08, 2026
Advisory Services Network, LLC History Added to 436,723 7,201 0.1% 0.09% 174 +65,691 17.7% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Added to 435,070 7,174 0.31% 0.32% 175 +6,917 1.62% Q4 2025 Feb 10, 2026
Forum Financial Management, LP History Added to 430,948 7,106 0.09% 0.02% 176 +328,988 322.66% Q4 2025 Jan 27, 2026
Oak Grove Capital LLC History Added to 422,500 6,967 0.83% 0.54% 177 +199,200 89.21% Q4 2025 Feb 26, 2026
D.A. DAVIDSON & CO. History Reduced 405,267 6,682 0.04% 0.05% 178 -4,736 -1.16% Q4 2025 Jan 29, 2026
PRIVATE MANAGEMENT GROUP INC History No change 401,653 6,623 0.19% 0.21% 179 0 0.0% Q4 2025 Feb 12, 2026
ORG Wealth Partners, LLC History Reduced 396,083 6,531 1.53% 1.48% 180 -10,680 -2.63% Q4 2025 Jan 14, 2026
Fort Sheridan Advisors LLC History Added to 395,499 6,521 0.83% 0.89% 181 +729 0.18% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Added to 394,173 6,499 0.0% 0.0% 182 +21,127 5.66% Q4 2025 Feb 17, 2026
Capital Investment Advisors, LLC History Added to 386,101 6,366 0.1% 0.09% 183 +50,674 15.11% Q4 2025 Jan 13, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 383,301 6,320 0.18% 0.19% 184 -1,348 -0.35% Q4 2025 Jan 12, 2026
Cumberland Partners Ltd History Added to 380,005 6,266 0.38% 0.42% 185 +3,300 0.88% Q4 2025 Feb 06, 2026
Cutler Capital Management, LLC History Added to 373,291 6,155 1.79% 1.98% 186 +11,894 3.29% Q4 2025 Feb 13, 2026
Gilman Hill Asset Management, LLC History Reduced 371,725 6,129 0.97% 1.01% 187 -2,745 -0.73% Q4 2025 Jan 12, 2026
CIBC WORLD MARKET INC. History Added to 369,336 6,090 0.01% 0.01% 188 +4,599 1.26% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 349,776 5,989 0.02% 0.02% 189 +3,295 0.95% Q4 2025 Feb 10, 2026
Sowell Financial Services LLC History Added to 363,039 5,986 0.22% 0.23% 190 +13,659 3.91% Q4 2025 Jan 21, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 359,648 5,930 0.08% 0.08% 191 -9,887 -2.68% Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Added to 358,929 5,918 0.07% 0.06% 192 +54,552 17.92% Q4 2025 Jan 20, 2026
Pacer Advisors, Inc. History Added to 357,542 5,895 0.02% 0.02% 193 +3,677 1.04% Q4 2025 Feb 24, 2026
US BANCORP \DE\ History Reduced 350,126 5,773 0.01% 0.02% 194 -431,313 -55.19% Q4 2025 Jan 30, 2026
Virtu Financial LLC History New 344,370 5,679 0.22% 195 +344,370 New Q4 2025 Feb 23, 2026
GOLDENTREE ASSET MANAGEMENT LP History Reduced 338,993 5,589 0.3% 3.71% 196 -77,000 -18.51% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 338,545 5,582 0.03% 0.04% 197 -92,403 -21.44% Q4 2025 Jan 13, 2026
Concurrent Investment Advisors, LLC History Added to 333,306 5,496 0.06% 0.06% 199 +116,531 53.76% Q4 2025 Jan 29, 2026
Cohen Capital Management, Inc. History Added to 333,304 5,496 0.83% 0.88% 198 +4,000 1.21% Q4 2025 Jan 20, 2026
SageGuard Financial Group, LLC History New 332,732 5,486 0.87% 200 +332,732 New Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History Added to 331,379 5,464 0.32% 0.29% 201 +11,632 3.64% Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 322,164 5,312 0.04% 2.07% 202 -16,604,206 -98.1% Q4 2025 Feb 17, 2026
M&T BANK CORP History Added to 321,471 5,301 0.02% 0.02% 203 +30,430 10.46% Q4 2025 Jan 30, 2026
Keebeck Wealth Management History Reduced 317,678 5,238 0.6% 0.65% 204 -2,027 -0.63% Q4 2025 Feb 17, 2026
Empire Financial Management Company, LLC History Added to 316,698 5,222 1.13% 0.57% 205 +172,661 119.87% Q4 2025 Feb 12, 2026
AR ASSET MANAGEMENT INC History Reduced 314,420 5,185 1.06% 1.15% 206 -4,000 -1.26% Q4 2025 Feb 09, 2026
Old North State Wealth Management, LLC History Added to 308,024 5,079 2.39% 2.38% 207 +11,019 3.71% Q4 2025 Jan 23, 2026
VestGen Advisors, LLC History Added to 305,773 5,042 0.21% 0.17% 208 +4,177 1.38% Q4 2025 Feb 17, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Reduced 303,200 4,999 1.06% 1.34% 209 -87,000 -22.3% Q4 2025 Jan 15, 2026
BAHL & GAYNOR INC History No change 302,036 4,980 0.03% 0.03% 210 0 0.0% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Reduced 301,759 4,976 0.01% 0.01% 211 -55,445 -15.52% Q4 2025 Feb 11, 2026
Independent Advisor Alliance History Reduced 301,601 4,973 0.12% 0.14% 212 -1,245 -0.41% Q4 2025 Feb 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 300,554 4,956 0.26% 0.32% 213 +5,747 1.95% Q4 2025 Jan 26, 2026
DCF Advisers, LLC History New 300,500 4,955 1.33% 214 +300,500 New Q4 2025 Feb 11, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 299,182 4,933 0.06% 0.06% 215 +16,186 5.72% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 299,110 4,932 0.0% 0.0% 216 +45,005 17.71% Q4 2025 Feb 10, 2026
United Advisor Group, LLC History Added to 296,163 4,883 0.61% 0.05% 217 +272,444 1148.63% Q4 2025 Jan 26, 2026
ProShare Advisors LLC History Added to 295,084 4,865 0.01% 0.01% 218 +34,742 13.34% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History Added to 293,240 4,835 0.17% 0.15% 219 +55,062 23.12% Q4 2025 Jan 13, 2026
Steward Partners Investment Advisory, LLC History Added to 290,089 4,783 0.03% 0.03% 220 +24,026 9.03% Q4 2025 Feb 12, 2026
Knollwood Investment Advisory, LLC History Added to 282,726 4,662 0.44% 0.43% 221 +2,157 0.77% Q4 2025 Feb 13, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 280,864 4,631 0.28% 0.29% 222 -517 -0.18% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Added to 275,564 4,544 0.0% 0.0% 223 +56,461 25.77% Q4 2025 Feb 10, 2026
ELCO Management Co., LLC History Reduced 274,115 4,520 2.85% 4.54% 224 -233,368 -45.99% Q4 2025 Feb 04, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 238,865 4,365 3.06% 3.13% 225 -16,817 -6.58% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Reduced 263,309 4,341 0.08% 0.09% 226 -24,475 -8.5% Q4 2025 Jan 22, 2026
CAMBIAR INVESTORS LLC History Added to 262,523 4,329 0.19% 0.2% 227 +580 0.22% Q4 2025 Jan 23, 2026
Lavaca Capital LLC History Added to 261,726 4,315 0.7% 0.77% 228 +1,326 0.51% Q4 2025 Feb 13, 2026
PEAK6 LLC History Reduced 260,800 4,300 0.01% 0.03% 229 -849,300 -76.51% Q4 2025 Mar 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 260,273 4,291 0.0% 0.0% 230 -12,126 -4.45% Q4 2025 Feb 06, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 257,603 4,247 0.27% 0.29% 231 -3,000 -1.15% Q4 2025 Jan 07, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 257,479 4,184 0.09% 0.09% 232 +5,359 2.13% Q4 2025 Jan 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 248,406 4,096 0.28% 0.34% 233 +11,283 4.76% Q4 2025 Feb 03, 2026
CWM, LLC History Added to 242,815 4,004 0.01% 0.01% 234 +47,282 24.18% Q4 2025 Jan 26, 2026
Cannell & Spears LLC History Added to 242,097 3,992 0.07% 0.04% 235 +105,000 76.59% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 241,634 3,984 0.19% 0.2% 236 +14,059 6.18% Q4 2025 Jan 26, 2026
CASTLEARK MANAGEMENT LLC History No change 238,240 3,928 0.12% 0.11% 237 0 0.0% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Added to 238,058 3,925 0.12% 0.12% 238 +4,530 1.94% Q4 2025 Feb 11, 2026
Calamos Advisors LLC History No change 230,990 3,809 0.01% 0.01% 239 0 0.0% Q4 2025 Jan 29, 2026
Brookstone Capital Management History Reduced 229,440 3,783 0.04% 0.05% 240 -8,197 -3.45% Q4 2025 Jan 15, 2026
Caption Management, LLC History Reduced 227,500 3,751 0.03% 0.33% 241 -2,257,800 -90.85% Q4 2025 Feb 17, 2026
American Assets Investment Management, LLC History No change 225,800 3,723 0.26% 0.28% 242 0 0.0% Q4 2025 Feb 03, 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD History New 221,371 3,650 0.94% 243 +221,371 New Q4 2025 Feb 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 220,012 3,627 0.05% 0.05% 244 -824 -0.37% Q4 2025 Jan 29, 2026
Old West Investment Management, LLC History New 219,080 3,612 0.64% 245 +219,080 New Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 218,676 3,605 0.01% 0.02% 246 -32,696 -13.01% Q4 2025 Jan 30, 2026
CHASE INVESTMENT COUNSEL CORP History Reduced 217,934 3,593 1.0% 1.11% 247 -1,149 -0.52% Q4 2025 Feb 05, 2026
Confluence Wealth Services, Inc. History Added to 216,364 3,567 0.15% 0.18% 248 +1,242 0.58% Q4 2025 Jan 28, 2026
MML INVESTORS SERVICES, LLC History Added to 215,969 3,561 0.01% 0.01% 249 +11,318 5.53% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Reduced 214,505 3,537 0.08% 0.08% 250 -12,630 -5.56% Q4 2025 Feb 02, 2026
Jackson Hole Capital Partners, LLC History Reduced 213,248 3,516 0.6% 0.66% 251 -10,344 -4.63% Q4 2025 Jan 30, 2026
PSI Advisors, LLC History Reduced 212,935 3,511 0.88% 0.94% 252 -308 -0.14% Q4 2025 Feb 09, 2026
Northern Right Capital Management, L.P. History Reduced 212,512 3,504 0.92% 1.23% 253 -19,309 -8.33% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 226,841 3,480 0.08% 0.08% 254 -6,687 -2.86% Q4 2025 Feb 11, 2026
180 WEALTH ADVISORS, LLC History Added to 209,368 3,452 0.39% 0.4% 255 +17,045 8.86% Q4 2025 Jan 09, 2026
VAN ECK ASSOCIATES CORP History Added to 207,109 3,415 0.0% 0.0% 256 +5,639 2.8% Q4 2025 Feb 13, 2026
SENTINEL TRUST CO LBA History No change 207,000 3,413 0.34% 0.36% 257 0 0.0% Q4 2025 Jan 29, 2026
1900 WEALTH MANAGEMENT LLC History Added to 206,297 3,401 0.22% 0.24% 258 +127 0.06% Q4 2025 Jan 20, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Reduced 204,491 3,372 2.78% 3.06% 259 -13,040 -5.99% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Reduced 201,676 3,325 0.22% 0.25% 260 -5,283 -2.55% Q4 2025 Feb 20, 2026
Crescent Grove Advisors, LLC History Reduced 199,993 3,297 0.31% 0.61% 261 -175,481 -46.74% Q4 2025 Feb 11, 2026
HB Wealth Management, LLC History Added to 197,516 3,257 0.02% 0.02% 262 +49,664 33.59% Q4 2025 Jan 28, 2026
Kingsview Wealth Management, LLC History Reduced 195,499 3,223 0.05% 0.06% 263 -16,851 -7.94% Q4 2025 Feb 09, 2026
HUB Investment Partners, LLC History Added to 195,384 3,221 0.08% 0.09% 264 +45,392 30.26% Q4 2025 Feb 17, 2026
One Charles Private Wealth Services, LLC History Reduced 194,994 3,215 0.83% 0.89% 266 -2,961 -1.5% Q4 2025 Feb 06, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 195,000 3,215 1.91% 2.24% 265 0 0.0% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 193,854 3,196 0.01% 0.01% 267 -2,117 -1.08% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Reduced 192,810 3,179 0.06% 0.08% 268 -9,255 -4.58% Q4 2025 Feb 06, 2026
Strong Tower Advisory Services History Added to 189,880 3,131 0.56% 0.52% 269 +28,600 17.73% Q4 2025 Jan 23, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 189,384 3,122 0.04% 0.04% 270 +2,023 1.08% Q4 2025 Feb 02, 2026
Valeo Financial Advisors, LLC History Added to 189,045 3,117 0.07% 0.07% 271 +1,158 0.62% Q4 2025 Feb 04, 2026
CFM WEALTH PARTNERS LLC History No change 188,858 3,114 0.45% 0.47% 272 0 0.0% Q4 2025 Jan 27, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 188,175 3,103 0.36% 0.39% 273 +623 0.33% Q4 2025 Jan 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 187,066 3,084 0.1% 0.11% 274 -4,699 -2.45% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 186,474 3,074 0.1% 0.11% 275 +3,018 1.65% Q4 2025 Jan 12, 2026
Pinnacle Holdings, LLC History Added to 185,133 3,052 1.03% 1.1% 276 +946 0.51% Q4 2025 Feb 12, 2026
Clear Trail Advisors, LLC History New 184,775 3,046 0.71% 277 +184,775 New Q4 2025 Jan 09, 2026
ASHFORD CAPITAL MANAGEMENT INC History Reduced 184,623 3,044 0.34% 0.41% 278 -32,480 -14.96% Q4 2025 Feb 17, 2026
Enclave Advisors LLC History Reduced 184,518 3,042 0.43% 0.53% 279 -16,913 -8.4% Q4 2025 Jan 14, 2026
Equitable Holdings, Inc. History Added to 183,066 3,018 0.02% 0.02% 280 +35,537 24.09% Q4 2025 Feb 17, 2026
Aurora Private Wealth, Inc. History New 182,938 3,017 1.98% 281 +182,938 New Q4 2025 Feb 02, 2026
ArchPoint Investors History Added to 181,126 2,986 0.71% 0.84% 282 +1,887 1.05% Q4 2025 Feb 13, 2026
FAYEZ SAROFIM & CO History Reduced 180,024 2,968 0.01% 0.01% 283 -64,989 -26.52% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Reduced 179,998 2,968 0.03% 0.04% 284 -5,506 -2.97% Q4 2025 Feb 02, 2026
NewEdge Wealth, LLC History No change 179,014 2,951 0.03% 0.04% 285 0 0.0% Q4 2025 Feb 03, 2026
TERRIL BROTHERS, INC. History Reduced 174,214 2,872 0.75% 0.91% 286 -500 -0.29% Q4 2025 Feb 09, 2026
Beverly Hills Private Wealth, LLC History No change 172,696 2,847 0.49% 0.52% 287 0 0.0% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Added to 172,243 2,840 0.07% 0.07% 288 +11,376 7.07% Q4 2025 Feb 17, 2026
Icon Wealth Advisors, LLC History Reduced 172,106 2,838 0.19% 0.22% 289 -12,774 -6.91% Q4 2025 Feb 13, 2026
Ackerman Capital Advisors, LLC History No change 169,498 2,795 0.56% 0.61% 290 0 0.0% Q4 2025 Feb 11, 2026
Prospect Financial Services LLC History Reduced 168,219 2,773 1.59% 1.81% 292 -15,303 -8.34% Q4 2025 Feb 06, 2026
Visionary Wealth Advisors History Reduced 168,170 2,773 0.12% 0.14% 291 -4,127 -2.4% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 167,517 2,762 0.07% 0.07% 293 +5,693 3.52% Q4 2025 Feb 09, 2026
FORTEM FINANCIAL GROUP, LLC History Reduced 166,641 2,747 0.73% 0.88% 295 -11,674 -6.55% Q4 2025 Feb 04, 2026
FAIRHOLME CAPITAL MANAGEMENT LLC History No change 166,600 2,747 0.19% 0.23% 294 0 0.0% Q4 2025 Feb 17, 2026
SEGALL BRYANT & HAMILL, LLC History No change 165,499 2,729 0.04% 0.04% 296 0 0.0% Q4 2025 Feb 13, 2026
Redwood Wealth Management Group, LLC History Reduced 165,460 2,728 1.14% 1.27% 297 -8,579 -4.93% Q4 2025 Feb 03, 2026
Corps Capital Advisors, LLC History Reduced 163,792 2,700 2.79% 4.26% 298 -227 -0.14% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 163,100 2,689 0.01% 299 +163,100 New Q4 2025 Feb 05, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 162,625 2,681 0.06% 0.06% 300 0 0.0% Q4 2025 Feb 02, 2026
North Star Investment Management Corp. History Added to 161,523 2,663 0.17% 0.09% 301 +80,786 100.06% Q4 2025 Jan 30, 2026
Royal Palms Capital LLC History New 161,170 2,657 3.15% 302 +161,170 New Q4 2025 Feb 09, 2026
Pingora Partners LLC History Added to 160,794 2,651 1.62% 1.79% 303 +3,540 2.25% Q4 2025 Feb 13, 2026
Henson-Edgewater Management, LLC History New 157,780 2,601 1.54% 304 +157,780 New Q4 2025 Mar 31, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 157,220 2,592 0.7% 1.13% 305 0 0.0% Q4 2025 Feb 09, 2026
Wilmington Savings Fund Society, FSB History No change 156,722 2,584 0.06% 0.06% 306 0 0.0% Q4 2025 Feb 12, 2026
Mizuho Markets Cayman LP History Reduced 156,236 2,576 0.13% 0.58% 307 -242,952 -60.86% Q4 2025 Feb 06, 2026
Texas Bank & Trust Co History Added to 155,958 2,571 0.94% 1.01% 308 +960 0.62% Q4 2025 Feb 06, 2026
Ellsworth Advisors, LLC History Added to 147,029 2,567 0.51% 0.45% 309 +22,269 17.85% Q4 2025 Jan 16, 2026
Clarkston Capital Partners, LLC History Added to 152,300 2,511 0.06% 0.06% 310 +2,300 1.53% Q4 2025 Feb 13, 2026
MidWestOne Financial Group, Inc. History Reduced 151,541 2,498 0.28% 0.38% 311 -30,092 -16.57% Q4 2025 Feb 12, 2026
Caprock Group, LLC History Added to 150,155 2,476 0.05% 0.03% 312 +83,329 124.7% Q4 2025 Jan 28, 2026
OnyxPoint Global Management LP History No change 149,800 2,470 0.69% 0.32% 313 0 0.0% Q4 2025 Feb 17, 2026
Sullivan Wood Capital Management LLC History Added to 145,851 2,405 3.63% 1.62% 314 +81,535 126.77% Q4 2025 Jan 20, 2026
Venture Visionary Partners LLC History Added to 145,711 2,402 0.08% 0.08% 315 +6,695 4.82% Q4 2025 Feb 13, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 145,180 2,394 0.04% 0.51% 316 -1,723,360 -92.23% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 144,474 2,382 0.02% 0.02% 317 -19,363 -11.82% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 143,809 2,371 0.07% 0.08% 318 +2,987 2.12% Q4 2025 Feb 12, 2026
Baugh & Associates, LLC History Reduced 157,863 2,364 1.16% 1.24% 319 -1,670 -1.05% Q4 2025 Jan 14, 2026
Kovack Advisors, Inc. History Added to 143,017 2,358 0.11% 0.08% 320 +95,858 203.27% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 142,944 2,357 0.05% 0.05% 321 -1,281 -0.89% Q4 2025 Feb 12, 2026
Millennium Capital Advisors, LLC History Added to 141,129 2,327 1.37% 1.34% 322 +11,984 9.28% Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 139,885 2,306 0.01% 323 +139,885 New Q4 2025 Feb 18, 2026
Wealthcare Advisory Partners LLC History Added to 138,567 2,284 0.04% 0.05% 324 +9,509 7.37% Q4 2025 Jan 14, 2026
Integrated Advisors Network LLC History Reduced 137,847 2,273 0.1% 0.1% 325 -3,937 -2.78% Q4 2025 Feb 17, 2026
OUTFITTERS FINANCIAL LLC History No change 137,762 2,271 1.79% 1.91% 326 0 0.0% Q4 2025 Jan 28, 2026
Farther Finance Advisors, LLC History Added to 136,978 2,258 0.02% 0.02% 327 +56,040 69.24% Q4 2025 Jan 23, 2026
Clarus Group, Inc. History Added to 135,066 2,227 0.8% 0.8% 328 +693 0.52% Q4 2025 Jan 16, 2026
Sage Investment Counsel LLC History Reduced 134,809 2,223 2.45% 2.57% 329 -266 -0.2% Q4 2025 Jan 23, 2026
Cullen Capital Management, LLC History Reduced 134,221 2,213 0.02% 0.03% 330 -22,614 -14.42% Q4 2025 Feb 13, 2026
ACT CAPITAL MANAGEMENT, LLC History New 133,100 2,194 1.77% 331 +133,100 New Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History New 131,985 2,176 0.11% 332 +131,985 New Q4 2025 Jan 07, 2026
Pathway Financial Advisers, LLC History Added to 131,707 2,171 0.63% 0.64% 333 +2,783 2.16% Q4 2025 Feb 06, 2026
Rockwood Wealth Management, LLC History Reduced 131,165 2,162 0.16% 0.18% 334 -408 -0.31% Q4 2025 Jan 29, 2026
MGO ONE SEVEN LLC History Added to 130,515 2,152 0.04% 0.05% 335 +1,579 1.22% Q4 2025 Feb 03, 2026
Uptown Financial Advisors LLC History Added to 130,151 2,146 1.54% 1.82% 336 +1,509 1.17% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Reduced 129,697 2,138 0.04% 0.06% 337 -31,243 -19.41% Q4 2025 Feb 09, 2026
Arkadios Wealth Advisors History Added to 128,592 2,120 0.04% 0.05% 338 +3,709 2.97% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 127,208 2,097 0.01% 0.01% 339 +2,500 2.0% Q4 2025 Feb 02, 2026
CAMPBELL CAPITAL MANAGEMENT INC History Added to 126,100 2,079 0.7% 0.49% 340 +52,100 70.41% Q4 2025 Jan 28, 2026
Sigma Planning Corp History Reduced 122,619 2,021 0.06% 0.06% 341 -6,122 -4.76% Q4 2025 Jan 30, 2026
Intrua Financial, LLC History Reduced 120,128 1,980 0.21% 0.24% 342 -9,292 -7.18% Q4 2025 Feb 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 120,000 1,978 0.0% 0.01% 343 -120,000 -50.0% Q4 2025 Feb 17, 2026
SCP Investment, LP History Added to 118,800 1,959 1.6% 0.96% 344 +49,200 70.69% Q4 2025 Feb 10, 2026
Intellus Advisors LLC History Added to 118,767 1,958 0.26% 0.23% 345 +18,965 19.0% Q4 2025 Feb 06, 2026
XTX Topco Ltd History New 118,290 1,950 0.05% 346 +118,290 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 116,727 1,924 0.0% 0.0% 347 -1,691 -1.43% Q4 2025 Feb 11, 2026
Quantum Private Wealth, LLC History Reduced 116,461 1,920 0.56% 0.59% 348 -234 -0.2% Q4 2025 Feb 06, 2026
World Investment Advisors History Added to 114,499 1,888 0.03% 0.03% 349 +16,781 17.17% Q4 2025 Mar 12, 2026
Intellectus Partners, LLC History Added to 114,320 1,885 0.36% 0.37% 350 +1,618 1.44% Q4 2025 Feb 10, 2026
DAVENPORT & Co LLC History Added to 114,248 1,883 0.01% 0.01% 351 +1,733 1.54% Q4 2025 Jan 12, 2026
Huntleigh Advisors, Inc. History Added to 113,689 1,874 0.32% 0.33% 352 +1,809 1.62% Q4 2025 Jan 29, 2026
Wellington Shields Capital Management, LLC History Reduced 112,845 1,860 0.27% 0.3% 353 -3,998 -3.42% Q4 2025 Feb 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 112,741 1,859 0.41% 0.48% 354 -2,516 -2.18% Q4 2025 Jan 09, 2026
CHAPIN DAVIS, INC. History Added to 112,667 1,857 0.44% 0.43% 355 +9,514 9.22% Q4 2025 Jan 30, 2026
Everstar Asset Management, LLC History New 75,464 1,812 0.97% 356 +75,464 New Q4 2025 Feb 05, 2026
Clear Harbor Asset Management, LLC History Added to 109,627 1,807 0.12% 0.06% 357 +55,990 104.39% Q4 2025 Feb 10, 2026
Jacobi Capital Management LLC History Reduced 109,422 1,804 0.1% 0.12% 358 -2,989 -2.66% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 109,004 1,797 0.01% 0.0% 360 +85,293 359.72% Q4 2025 Feb 17, 2026
GFS Advisors, LLC History Reduced 109,000 1,797 0.21% 0.24% 359 -230 -0.21% Q4 2025 Feb 11, 2026
Legacy Advisors, LLC History Added to 108,912 1,795 0.19% 0.22% 361 +7,165 7.04% Q4 2025 Jan 27, 2026
Pinnacle Financial Partners, Inc. History New 108,649 1,791 0.01% 362 +108,649 New Q4 2025 Feb 18, 2026
SCS Capital Management LLC History Added to 107,285 1,769 0.02% 0.02% 363 +6,306 6.24% Q4 2025 Feb 10, 2026
WESBANCO BANK INC History Reduced 106,917 1,763 0.05% 0.05% 364 -3,722 -3.36% Q4 2025 Feb 03, 2026
True North Advisors, LLC History Added to 106,640 1,758 0.23% 0.27% 365 +8,653 8.83% Q4 2025 Jan 22, 2026
Avidian Wealth Enterprises, LLC History Reduced 105,758 1,743 0.06% 0.07% 366 -2,646 -2.44% Q4 2025 Feb 02, 2026
Cornerstone Advisory, LLC History Reduced 103,859 1,712 0.16% 0.21% 367 -22,744 -17.96% Q4 2025 Jan 28, 2026
AE Wealth Management LLC History Added to 103,390 1,704 0.01% 0.01% 368 +2,384 2.36% Q4 2025 Jan 26, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 102,317 1,687 0.12% 0.14% 370 -2,686 -2.56% Q4 2025 Feb 09, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 102,308 1,687 0.18% 0.22% 369 +141 0.14% Q4 2025 Feb 09, 2026
Fortitude Family Office, LLC History Added to 101,980 1,681 0.39% 0.05% 371 +91,995 921.33% Q4 2025 Jan 15, 2026
FIRST MANHATTAN CO. LLC. History Added to 101,154 1,668 0.0% 0.0% 372 +22,198 28.11% Q4 2025 Feb 17, 2026
Ariston Services Group History No change 100,683 1,660 0.97% 1.04% 373 0 0.0% Q4 2025 Jan 23, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 92,354 1,656 0.24% 0.14% 374 +40,929 79.59% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Reduced 100,307 1,654 0.0% 0.0% 375 -31,125 -23.68% Q4 2025 Feb 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 99,316 1,637 0.08% 0.08% 377 -200,455 -66.87% Q4 2025 Feb 17, 2026
Mountain Lake Investment Management LLC History Reduced 99,285 1,637 1.24% 1.4% 376 -10,489 -9.56% Q4 2025 Feb 17, 2026
KIRR MARBACH & CO LLC /IN/ History Reduced 99,078 1,633 0.31% 0.32% 378 -3,495 -3.41% Q4 2025 Jan 26, 2026
QUADRANT CAPITAL GROUP LLC History Added to 98,262 1,620 0.05% 0.05% 379 +3,300 3.48% Q4 2025 Feb 13, 2026
Curi Capital, LLC History Added to 97,858 1,613 0.03% 0.03% 380 +12,921 15.21% Q4 2025 Feb 17, 2026
FourThought Financial Partners, LLC History Added to 97,600 1,609 0.14% 0.13% 382 +12,614 14.84% Q4 2025 Feb 06, 2026
Haverford Trust Co History Added to 97,628 1,609 0.01% 0.01% 381 +926 0.96% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 96,650 1,593 0.02% 0.03% 383 -21,929 -18.49% Q4 2025 Feb 10, 2026
Private Wealth Partners, LLC History Added to 96,500 1,591 0.11% 0.09% 384 +20,000 26.14% Q4 2025 Jan 27, 2026
Diversify Advisory Services, LLC History Added to 90,472 1,569 0.05% 0.05% 385 +1,182 1.32% Q4 2025 Jan 23, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 95,066 1,567 0.05% 0.05% 386 +3,364 3.67% Q4 2025 Jan 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 94,900 1,564 1.24% 387 +94,900 New Q4 2025 Feb 11, 2026
CHELSEA COUNSEL CO History No change 94,000 1,550 0.67% 0.72% 388 0 0.0% Q4 2025 Feb 24, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 93,757 1,546 0.15% 0.17% 389 -3,682 -3.78% Q4 2025 Jan 20, 2026
MCGUIRE CAPITAL ADVISORS INC History New 92,905 1,532 0.97% 390 +92,905 New Q4 2025 Feb 19, 2026
Manske Wealth Management History Added to 92,879 1,531 0.45% 0.46% 391 +5,656 6.48% Q4 2025 Feb 03, 2026
Bramshill Investments, LLC History Added to 92,547 1,526 0.09% 0.11% 392 +629 0.68% Q4 2025 Feb 17, 2026
HWG Holdings LP History Added to 92,302 1,522 0.37% 0.14% 393 +61,066 195.5% Q4 2025 Jan 12, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 92,184 1,520 1.01% 1.01% 394 +3,084 3.46% Q4 2025 Jan 22, 2026
Vestmark Advisory Solutions, Inc. History Added to 91,832 1,514 0.02% 0.03% 395 +6,958 8.2% Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 91,832 1,514 0.07% 0.11% 396 -426 -0.46% Q4 2025 Feb 12, 2026
MSH Capital Advisors LLC History Added to 91,634 1,511 0.32% 0.28% 397 +30,825 50.69% Q4 2025 Feb 09, 2026
Avior Wealth Management, LLC History Added to 90,160 1,486 0.05% 0.01% 398 +73,359 436.63% Q4 2025 Jan 06, 2026
Integrated Wealth Concepts LLC History Reduced 90,075 1,485 0.02% 0.03% 399 -74,341 -45.22% Q4 2025 Feb 13, 2026
Rossmore Private Capital History No change 90,000 1,484 0.13% 0.17% 400 0 0.0% Q4 2025 Feb 05, 2026
Alpha Wealth Funds, LLC History No change 89,500 1,482 0.92% 1.13% 401 0 0.0% Q4 2025 Feb 02, 2026
Virtue Capital Management, LLC History Added to 89,253 1,480 0.23% 0.09% 402 +81,359 1030.64% Q4 2025 Feb 18, 2026
Newbridge Financial Services Group, Inc. History Added to 88,447 1,458 0.23% 0.17% 403 +22,909 34.96% Q4 2025 Jan 21, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 88,000 1,451 0.0% 0.0% 404 -15,000 -14.56% Q4 2025 Jan 23, 2026
Merit Financial Group, LLC History Added to 87,437 1,441 0.01% 0.01% 405 +41,485 90.28% Q4 2025 Jan 26, 2026
Autumn Glory Partners, LLC History Added to 87,390 1,441 0.5% 0.62% 406 +84 0.1% Q4 2025 Jan 27, 2026
KELLEHER FINANCIAL ADVISORS History No change 86,649 1,428 0.33% 0.37% 407 0 0.0% Q4 2025 Jan 20, 2026
Western Wealth Management, LLC History Added to 86,434 1,425 0.07% 0.07% 408 +12,889 17.53% Q4 2025 Feb 05, 2026
Gladstone Institutional Advisory LLC History Added to 86,102 1,419 0.05% 0.05% 409 +15,920 22.68% Q4 2025 Feb 17, 2026
McAdam, LLC History Added to 85,740 1,413 0.06% 0.07% 410 +6,088 7.64% Q4 2025 Feb 13, 2026
Stablepoint Partners, LLC History Reduced 85,422 1,408 0.22% 0.24% 411 -1,299 -1.5% Q4 2025 Jan 13, 2026
Summit Financial Strategies, Inc. History Added to 85,238 1,405 0.12% 0.12% 412 +505 0.6% Q4 2025 Jan 27, 2026
Aull & Monroe Investment Management Corp History Reduced 82,952 1,367 0.69% 0.73% 413 -920 -1.1% Q4 2025 Jan 09, 2026
Inspire Advisors, LLC History Reduced 81,718 1,347 0.12% 0.15% 414 -8,172 -9.09% Q4 2025 Feb 13, 2026
Northstar Advisory Group, LLC History Added to 80,957 1,334 0.47% 0.23% 415 +47,443 141.56% Q4 2025 Jan 15, 2026
Linscomb Wealth, Inc. History No change 80,626 1,329 0.06% 0.06% 416 0 0.0% Q4 2025 Feb 10, 2026
Enhancing Capital LLC History No change 80,640 1,329 0.95% 1.01% 417 0 0.0% Q4 2025 Feb 03, 2026
Directional Asset Management History New 80,500 1,327 1.16% 418 +80,500 New Q4 2025 Jan 29, 2026
MATTERS CAPITAL LLC History New 80,271 1,323 1.08% 419 +80,271 New Q4 2025 Feb 17, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 79,905 1,317 0.21% 0.24% 420 +14 0.02% Q4 2025 Jan 22, 2026
Fiduciary Group, LLC History Added to 79,287 1,307 0.11% 0.1% 421 +11,319 16.65% Q4 2025 Feb 12, 2026
Addis & Hill, Inc History Added to 78,329 1,291 0.78% 0.73% 422 +7,997 11.37% Q4 2025 Jan 06, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 78,100 1,287 0.17% 0.46% 423 -52,400 -40.15% Q4 2025 Feb 17, 2026
F/m Investments LLC History No change 77,933 1,285 0.05% 0.05% 424 0 0.0% Q4 2025 Feb 03, 2026
CHOREO, LLC History Added to 77,602 1,283 0.02% 0.02% 425 +2,418 3.22% Q4 2025 Jan 23, 2026
Burford Brothers, Inc. History Reduced 77,086 1,271 0.52% 0.6% 426 -4,069 -5.01% Q4 2025 Feb 05, 2026
Inscription Capital, LLC History Reduced 77,048 1,270 0.13% 0.14% 427 -811 -1.04% Q4 2025 Jan 29, 2026
RESOLUTE CAPITAL, LLC History New 76,775 1,266 0.53% 428 +76,775 New Q4 2025 Feb 10, 2026
Avos Capital Management, LLC History Added to 76,695 1,264 0.55% 0.61% 429 +583 0.77% Q4 2025 Feb 13, 2026
Glenview Trust Co History Reduced 76,484 1,261 0.02% 0.02% 430 -1,181 -1.52% Q4 2025 Feb 09, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 76,445 1,260 0.41% 0.47% 431 +940 1.24% Q4 2025 Feb 12, 2026
CAPITAL ADVISORS INC/OK History Added to 75,980 1,252 0.02% 0.02% 432 +9,435 14.18% Q4 2025 Jan 15, 2026
Meridian Wealth Management, LLC History Reduced 75,525 1,245 0.04% 0.07% 433 -32,269 -29.94% Q4 2025 Feb 04, 2026
ALBERT D MASON INC History Added to 75,242 1,240 0.82% 0.83% 434 +808 1.09% Q4 2025 Jan 13, 2026
Rollins Financial Advisors, LLC History Reduced 75,056 1,237 0.18% 0.43% 436 -91,037 -54.81% Q4 2025 Feb 04, 2026
IFP Advisors, Inc History Reduced 75,061 1,237 0.03% 0.04% 435 -4,769 -5.97% Q4 2025 Feb 06, 2026
River Road Asset Management, LLC History New 74,955 1,236 0.01% 437 +74,955 New Q4 2025 Feb 24, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 74,681 1,231 0.07% 0.09% 438 -946 -1.25% Q4 2025 Feb 10, 2026
Penbrook Management LLC History Reduced 74,489 1,228 0.85% 0.98% 439 -7,105 -8.71% Q4 2025 Jan 06, 2026
Joseph P. Lucia & Associates, LLC History Reduced 73,997 1,220 0.44% 0.53% 440 -7,663 -9.38% Q4 2025 Jan 28, 2026
Tidal Investments LLC History Added to 73,961 1,219 0.0% 0.0% 441 +52,574 245.82% Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History Added to 73,512 1,212 0.02% 0.02% 442 +7,554 11.45% Q4 2025 Feb 17, 2026
Asio Capital, LLC History No change 73,500 1,212 0.17% 0.19% 443 0 0.0% Q4 2025 Jan 21, 2026
Stokes Family Office, LLC History Reduced 73,395 1,210 0.11% 0.12% 444 -83 -0.11% Q4 2025 Feb 18, 2026
Argyle Capital Partners, LLC History Added to 73,368 1,209 0.88% 0.72% 445 +14,594 24.83% Q4 2025 Feb 17, 2026
FIDELITY D & D BANCORP INC History No change 73,225 1,207 0.52% 0.69% 446 0 0.0% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History Added to 72,144 1,189 0.03% 0.03% 447 +1,969 2.81% Q4 2025 Feb 17, 2026
TCW GROUP INC History No change 70,993 1,170 0.01% 0.01% 448 0 0.0% Q4 2025 Feb 17, 2026
Kercheville Advisors, LLC History Reduced 64,417 1,166 0.31% 0.63% 449 -57,021 -46.95% Q4 2025 Jan 29, 2026
Keystone Financial Group History Reduced 70,514 1,162 0.09% 0.11% 450 -15,087 -17.62% Q4 2025 Feb 06, 2026
HFG Advisors, Inc. History No change 69,452 1,145 0.83% 0.88% 451 0 0.0% Q4 2025 Feb 13, 2026
CULLEN INVESTMENT GROUP, LTD. History Added to 67,400 1,143 0.15% 0.15% 452 +1,300 1.97% Q4 2025 Jan 12, 2026
Stockman Wealth Management, Inc. History Added to 69,266 1,142 0.13% 0.14% 453 +4,900 7.61% Q4 2025 Jan 29, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 69,225 1,141 0.12% 0.13% 454 +982 1.44% Q4 2025 Feb 06, 2026
Paragon Capital Management Ltd History No change 68,724 1,133 0.23% 0.22% 455 0 0.0% Q4 2025 Jan 22, 2026
Platform Technology Partners History Added to 68,529 1,130 0.24% 0.28% 456 +634 0.93% Q4 2025 Feb 13, 2026
Meridian Wealth Advisors, LLC History No change 68,428 1,128 0.16% 0.17% 457 0 0.0% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 66,662 1,099 0.08% 0.09% 458 -182 -0.27% Q4 2025 Jan 29, 2026
StoneX Group Inc. History Reduced 65,510 1,080 0.05% 0.07% 459 -28,106 -30.02% Q4 2025 Feb 12, 2026
LaSalle St. Investment Advisors, LLC History Added to 65,513 1,080 0.17% 0.2% 460 +456 0.7% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 65,300 1,076 0.0% 0.0% 461 -4,600 -6.58% Q4 2025 Feb 13, 2026
Hudson Value Partners, LLC History No change 64,775 1,071 0.32% 0.34% 462 0 0.0% Q4 2025 Jan 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 64,481 1,063 0.05% 0.08% 464 -14,468 -18.33% Q4 2025 Jan 28, 2026
BURNEY CO/ History Reduced 64,499 1,063 0.03% 0.04% 463 -611 -0.94% Q4 2025 Jan 23, 2026
MONETARY MANAGEMENT GROUP INC History No change 64,000 1,055 0.24% 0.25% 465 0 0.0% Q4 2025 Feb 11, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 63,649 1,049 0.08% 0.08% 466 +2,299 3.75% Q4 2025 Feb 04, 2026
Anchor Investment Management, LLC History No change 63,030 1,039 0.08% 0.09% 467 0 0.0% Q4 2025 Feb 26, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 62,716 1,034 0.01% 0.01% 468 -6,155 -8.94% Q4 2025 Feb 12, 2026
TWO SIGMA SECURITIES, LLC History New 62,309 1,027 0.14% 469 +62,309 New Q4 2025 Feb 17, 2026
Spire Wealth Management History Reduced 62,239 1,026 0.03% 0.04% 470 -1,539 -2.41% Q4 2025 Jan 14, 2026
Federation des caisses Desjardins du Quebec History Added to 62,184 1,025 0.0% 0.0% 471 +5,408 9.53% Q4 2025 Feb 12, 2026
Delos Wealth Advisors, LLC History Added to 62,043 1,023 0.67% 0.57% 472 +13,129 26.84% Q4 2025 Feb 17, 2026
Cascade Financial Partners, LLC History Added to 61,755 1,018 0.1% 0.09% 473 +13,700 28.51% Q4 2025 Feb 06, 2026
Nilsine Partners, LLC History Added to 60,989 1,005 0.09% 0.09% 474 +1,318 2.21% Q4 2025 Jan 15, 2026
Gibraltar Capital Management, Inc. History No change 60,486 997 0.17% 0.19% 475 0 0.0% Q4 2025 Feb 02, 2026
LMG Wealth Partners, LLC History No change 60,131 991 0.18% 0.19% 476 0 0.0% Q4 2025 Feb 02, 2026
AVALON CAPITAL MANAGEMENT History No change 60,000 989 0.24% 0.25% 477 0 0.0% Q4 2025 Feb 11, 2026
Claro Advisors Inc. History Added to 59,814 986 0.13% 0.15% 478 +785 1.33% Q4 2025 Feb 17, 2026
Obermeyer Wealth Partners History Reduced 58,217 960 0.04% 0.05% 479 -818 -1.39% Q4 2025 Jan 29, 2026
GUGGENHEIM CAPITAL LLC History Added to 58,207 959 0.01% 0.01% 480 +3,654 6.7% Q4 2025 Feb 17, 2026
Merrion Investment Management Co, LLC History New 58,000 956 0.51% 481 +58,000 New Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 57,900 954 0.05% 0.04% 482 -3,531 -5.75% Q4 2025 Jan 27, 2026
Fund Advisors of America Inc/FL History New 57,486 947 0.87% 483 +57,486 New Q4 2025 Mar 13, 2026
Independent Wealth Network Inc. History Reduced 56,873 937 0.29% 0.32% 484 -2,013 -3.42% Q4 2025 Jan 26, 2026
Bridgewater Advisors Inc. History Added to 52,828 932 0.06% 0.06% 485 +4 0.01% Q4 2025 Jan 23, 2026
Olistico Wealth, LLC History Reduced 56,246 927 0.45% 0.52% 486 -1,440 -2.5% Q4 2025 Jan 13, 2026
ZEGA Investments, LLC History New 56,165 926 0.11% 487 +56,165 New Q4 2025 Jan 27, 2026
Heritage Wealth Management, Inc. History New 55,836 920 0.26% 489 +55,836 New Q4 2025 Jan 26, 2026
CenterStar Asset Management, LLC History Added to 55,800 920 0.26% 0.14% 488 +17,814 46.9% Q4 2025 Jan 27, 2026
Gateway Wealth Partners, LLC History Added to 55,838 920 0.1% 0.13% 490 +1,126 2.06% Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 55,552 916 0.0% 491 +55,552 New Q4 2025 Feb 17, 2026
Dynamic Advisor Solutions LLC History Reduced 55,137 909 0.03% 0.08% 492 -106,315 -65.85% Q4 2025 Jan 09, 2026
Emissary Wealth LLC History New 55,148 909 0.76% 493 +55,148 New Q4 2025 Jan 27, 2026
Ausdal Financial Partners, Inc. History Added to 55,058 907 0.04% 0.04% 494 +2,504 4.76% Q4 2025 Feb 13, 2026
Abundance Wealth Counselors History New 54,308 895 0.15% 495 +54,308 New Q4 2025 Jan 26, 2026
Diversified Enterprises, LLC History New 53,923 889 0.05% 496 +53,923 New Q4 2025 Jan 28, 2026
SIMON QUICK ADVISORS, LLC History Added to 53,680 885 0.04% 0.01% 498 +41,644 346.0% Q4 2025 Jan 29, 2026
Cornerstone Wealth Management, LLC History Added to 53,694 885 0.05% 0.04% 497 +6,318 13.34% Q4 2025 Feb 05, 2026
GSA CAPITAL PARTNERS LLP History Added to 52,973 874 0.08% 0.06% 499 +11,563 27.92% Q4 2025 Feb 06, 2026
Belpointe Asset Management LLC History Added to 52,885 872 0.03% 0.03% 500 +1,106 2.14% Q4 2025 Jan 27, 2026
RFG Advisory, LLC History Reduced 52,751 869 0.02% 0.02% 502 -2,339 -4.25% Q4 2025 Feb 03, 2026
Sequoia Financial Advisors, LLC History Reduced 52,703 869 0.0% 0.01% 501 -1,354 -2.5% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History Reduced 52,486 865 0.02% 0.02% 503 -4,834 -8.43% Q4 2025 Feb 11, 2026
Samalin Investment Counsel, LLC History Reduced 52,293 862 0.31% 0.32% 504 -2,691 -4.89% Q4 2025 Jan 30, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 51,686 852 0.28% 0.31% 505 -350 -0.67% Q4 2025 Jan 27, 2026
Meriwether Wealth & Planning, LLC History Added to 51,386 847 0.48% 0.48% 506 +3,320 6.91% Q4 2025 Jan 14, 2026
HUNTINGTON NATIONAL BANK History Reduced 51,337 846 0.01% 0.01% 507 -1,501 -2.84% Q4 2025 Feb 09, 2026
Arax Advisory Partners History Added to 51,198 844 0.02% 0.01% 508 +3,335 6.97% Q4 2025 Feb 13, 2026
Corsicana & Co. History Added to 51,240 844 0.47% 0.49% 509 +200 0.39% Q4 2025 Jan 07, 2026
MONECO ADVISORS, LLC History Reduced 51,034 841 0.07% 0.07% 510 -333 -0.65% Q4 2025 Feb 04, 2026
Chevy Chase Trust Holdings, LLC History Reduced 50,901 839 0.0% 0.0% 511 -500 -0.97% Q4 2025 Feb 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 50,597 834 0.18% 0.15% 512 +16,247 47.3% Q4 2025 Feb 13, 2026
Compass Financial Group, INC/SD History Reduced 50,252 828 0.12% 0.13% 513 -35 -0.07% Q4 2025 Jan 27, 2026
SIG BROKERAGE, LP History No change 50,000 824 0.03% 0.02% 514 0 0.0% Q4 2025 Feb 17, 2026
Fortis Capital Management LLC History Added to 49,889 822 0.11% 0.1% 515 +10,439 26.46% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 49,675 819 0.06% 0.07% 516 -7,198 -12.66% Q4 2025 Jan 23, 2026
REGIONS FINANCIAL CORP History Reduced 49,389 814 0.01% 0.01% 517 -3,938 -7.38% Q4 2025 Jan 27, 2026
EverSource Wealth Advisors, LLC History Added to 49,182 810 0.03% 0.03% 518 +110 0.22% Q4 2025 Feb 06, 2026
Wealth Alliance Advisory Group, LLC History Reduced 49,096 809 0.14% 0.16% 519 -1,594 -3.14% Q4 2025 Jan 29, 2026
WCG Wealth Advisors LLC History Added to 49,009 808 0.02% 0.02% 521 +34,033 227.25% Q4 2025 Feb 10, 2026
BLB&B Advisors, LLC History No change 49,051 808 0.03% 0.04% 520 0 0.0% Q4 2025 Jan 26, 2026
RWA WEALTH PARTNERS, LLC History Added to 48,937 806 0.01% 0.01% 522 +1,527 3.22% Q4 2025 Feb 12, 2026
Waterfront Wealth Inc. History Added to 44,366 802 0.15% 0.15% 523 +1,231 2.85% Q4 2025 Jan 27, 2026
Maia Wealth LLC History Added to 43,911 801 0.14% 0.04% 524 +29,323 201.01% Q4 2025 Feb 17, 2026
Morton Capital Management LLC/CA History Added to 48,567 800 0.12% 0.13% 525 +767 1.6% Q4 2025 Feb 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 48,342 797 0.04% 0.03% 526 +1,872 4.03% Q4 2025 Jan 21, 2026
Advisor OS, LLC History Reduced 48,152 794 0.06% 0.07% 527 -1,653 -3.32% Q4 2025 Feb 04, 2026
HBW ADVISORY SERVICES LLC History Added to 47,981 791 0.09% 0.08% 528 +8,061 20.19% Q4 2025 Jan 23, 2026
KCM INVESTMENT ADVISORS LLC History No change 47,000 775 0.02% 0.03% 529 0 0.0% Q4 2025 Feb 13, 2026
Thrive Wealth Management, LLC History No change 47,034 775 0.11% 0.12% 530 0 0.0% Q4 2025 Jan 12, 2026
Cadence Bank History Reduced 46,840 772 0.05% 0.05% 531 -677 -1.42% Q4 2025 Jan 30, 2026
Mattern Wealth Management LLC History Added to 46,772 771 0.15% 0.15% 532 +2,350 5.29% Q4 2025 Jan 16, 2026
Ancora Advisors LLC History No change 46,695 770 0.02% 0.02% 533 0 0.0% Q4 2025 Feb 17, 2026
XML Financial, LLC History Added to 46,637 769 0.06% 0.06% 534 +5,094 12.26% Q4 2025 Feb 11, 2026
Sound View Wealth Advisors Group, LLC History Added to 46,616 768 0.05% 0.05% 535 +85 0.18% Q4 2025 Jan 08, 2026
Triad Wealth Partners, LLC History Reduced 46,509 766 0.07% 0.1% 536 -366 -0.78% Q4 2025 Jan 22, 2026
Sunbeam Capital Management, LLC History Added to 45,857 756 0.45% 0.49% 537 +42 0.09% Q4 2025 Feb 13, 2026
Oak Harvest Investment Services History Added to 45,760 754 0.08% 0.09% 538 +3 0.01% Q4 2025 Jan 27, 2026
CULLEN/FROST BANKERS, INC. History Reduced 45,674 753 0.01% 0.01% 539 -18,631 -28.97% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Reduced 45,672 753 0.03% 0.03% 540 -4,873 -9.64% Q4 2025 Feb 06, 2026
Fiduciary Alliance LLC History Added to 45,619 752 0.05% 0.05% 541 +1,866 4.26% Q4 2025 Jan 22, 2026
Nicholson Meyer Capital Management, Inc. History Reduced 45,201 745 0.56% 0.66% 542 -4,651 -9.33% Q4 2025 Jan 28, 2026
CWA Asset Management Group, LLC History Reduced 45,081 743 0.03% 0.05% 543 -40,527 -47.34% Q4 2025 Jan 07, 2026
Perigon Wealth Management, LLC History Added to 44,635 736 0.01% 0.01% 544 +5,050 12.76% Q4 2025 Jan 16, 2026
SCHULHOFF & CO INC History Added to 44,625 735 0.31% 0.28% 545 +6,305 16.45% Q4 2025 Feb 11, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 44,470 733 0.06% 0.05% 546 +23,762 114.75% Q4 2025 Feb 11, 2026
Hardy Reed LLC History Added to 44,040 726 0.05% 0.05% 547 +4,200 10.54% Q4 2025 Feb 06, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 43,886 723 0.21% 0.23% 548 +500 1.15% Q4 2025 Jan 21, 2026
Chesley Taft & Associates LLC History Reduced 43,786 722 0.03% 0.04% 549 -11,800 -21.23% Q4 2025 Jan 14, 2026
Wellington Shields & Co., LLC History Reduced 43,803 722 0.18% 0.23% 550 -8,253 -15.85% Q4 2025 Feb 09, 2026
one8zero8, LLC History Reduced 43,834 722 0.16% 0.18% 551 -4,005 -8.37% Q4 2025 Feb 17, 2026
Asset Allocation Strategies LLC History Added to 43,731 721 0.13% 0.14% 553 +2,042 4.9% Q4 2025 Feb 13, 2026
Disciplined Investments, LLC History Added to 43,735 721 0.28% 0.29% 552 +731 1.7% Q4 2025 Feb 05, 2026
Lee Financial Co History Reduced 43,614 719 0.1% 0.42% 554 -150,203 -77.5% Q4 2025 Jan 22, 2026
Kovitz Investment Group Partners, LLC History Reduced 43,364 715 0.02% 0.01% 555 -58,602 -57.47% Q4 2025 Feb 20, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 43,117 711 0.07% 0.06% 556 +231 0.54% Q4 2025 Jan 12, 2026
Plan Group Financial, LLC History Reduced 42,954 708 0.18% 0.38% 557 -39,869 -48.14% Q4 2025 Feb 03, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 42,780 705 0.28% 558 +42,780 New Q4 2025 Jan 15, 2026
Wealthstar Advisors, LLC History Added to 42,639 703 0.31% 0.24% 559 +6,815 19.02% Q4 2025 Jan 30, 2026
Allspring Global Investments Holdings, LLC History Added to 42,277 697 0.0% 0.0% 560 +1,477 3.62% Q4 2025 Jan 15, 2026
MMBG INVESTMENT ADVISORS CO. History No change 41,905 691 0.06% 0.06% 561 0 0.0% Q4 2025 Feb 09, 2026
Carrera Capital Advisors History New 41,803 689 0.12% 562 +41,803 New Q4 2025 Jan 30, 2026
TMB Capital Partners, LLC History New 41,766 688 0.24% 564 +41,766 New Q4 2025 Feb 19, 2026
Diversified Trust Co History New 41,757 688 0.01% 563 +41,757 New Q4 2025 Jan 09, 2026
CreativeOne Wealth, LLC History Reduced 41,657 686 0.02% 0.02% 565 -6,538 -13.57% Q4 2025 Feb 13, 2026
Archford Capital Strategies, LLC History Added to 41,489 684 0.08% 0.08% 567 +2,276 5.8% Q4 2025 Jan 15, 2026
NOESIS CAPITAL MANGEMENT CORP History Reduced 41,492 684 0.1% 0.11% 566 -922 -2.17% Q4 2025 Feb 05, 2026
Bouchey Financial Group Ltd History No change 41,402 682 0.05% 0.05% 568 0 0.0% Q4 2025 Jan 16, 2026
Leo Wealth, LLC History New 41,142 678 0.05% 570 +41,142 New Q4 2025 Jan 21, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 41,125 678 0.01% 0.01% 569 +711 1.76% Q4 2025 Feb 05, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 41,024 676 0.08% 0.09% 571 +97 0.24% Q4 2025 Jan 07, 2026
Parkside Financial Bank & Trust History Added to 40,859 673 0.05% 0.05% 572 +480 1.19% Q4 2025 Feb 13, 2026
Evanson Asset Management, LLC History Added to 40,461 667 0.04% 0.04% 573 +13 0.03% Q4 2025 Jan 12, 2026
Arete Wealth Advisors, LLC History Added to 40,168 663 0.04% 0.04% 574 +1,515 3.92% Q4 2025 Feb 13, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 40,043 660 0.33% 0.18% 575 +20,000 99.79% Q4 2025 Feb 17, 2026
Samjo Management, LLC History Reduced 40,000 659 0.25% 0.27% 576 -1,000 -2.44% Q4 2025 Feb 17, 2026
FIRST UNITED BANK & TRUST History Added to 39,936 658 0.21% 0.22% 577 +780 1.99% Q4 2025 Jan 21, 2026
WealthTrust Axiom LLC History Added to 39,784 656 0.17% 0.18% 578 +1,212 3.14% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 39,801 656 0.01% 0.01% 579 -44 -0.11% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 39,686 654 0.01% 0.02% 580 -19,858 -33.35% Q4 2025 Jan 16, 2026
Pointe Capital Management LLC History Reduced 39,008 643 0.32% 0.37% 581 -5,210 -11.78% Q4 2025 Feb 17, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 38,903 641 0.43% 0.48% 582 +5 0.01% Q4 2025 Jan 07, 2026
TCTC Holdings, LLC History No change 38,848 640 0.02% 0.02% 583 0 0.0% Q4 2025 Feb 12, 2026
TRITONPOINT WEALTH, LLC History Reduced 38,729 638 0.06% 0.06% 584 -2,250 -5.49% Q4 2025 Jan 20, 2026
Canvas Wealth Advisors, LLC History No change 38,594 636 0.11% 0.12% 585 0 0.0% Q4 2025 Jan 12, 2026
MARCO INVESTMENT MANAGEMENT LLC History Added to 38,335 632 0.05% 0.05% 586 +630 1.67% Q4 2025 Feb 04, 2026
KPP Advisory Services LLC History Added to 38,357 632 0.09% 0.1% 587 +285 0.75% Q4 2025 Feb 02, 2026
VERUS CAPITAL PARTNERS, LLC History New 38,277 631 0.04% 588 +38,277 New Q4 2025 Feb 11, 2026
IFG Advisory, LLC History Reduced 37,976 626 0.03% 0.05% 590 -32,219 -45.9% Q4 2025 Feb 10, 2026
Essex Financial Services, Inc. History Reduced 37,985 626 0.04% 0.04% 589 -29 -0.08% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 37,825 623 0.03% 0.03% 591 -428 -1.12% Q4 2025 Jan 20, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 37,776 622 0.0% 0.01% 592 -860,232 -95.79% Q4 2025 Feb 13, 2026
Veracity Capital LLC History Added to 37,513 618 0.18% 0.2% 593 +722 1.96% Q4 2025 Jan 29, 2026
NWAM LLC History Added to 34,772 616 0.03% 0.03% 594 +2,778 8.68% Q4 2025 Feb 04, 2026
Wealthspire Advisors, LLC History Added to 37,334 615 0.0% 0.0% 595 +5,469 17.16% Q4 2025 Feb 13, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 37,180 613 0.31% 0.33% 596 0 0.0% Q4 2025 Jan 14, 2026
FAS Wealth Partners, Inc. History Added to 37,044 610 0.04% 0.04% 597 +2,668 7.76% Q4 2025 Feb 18, 2026
Mallini Complete Financial Planning LLC History Added to 36,442 600 0.48% 0.51% 598 +118 0.32% Q4 2025 Jan 06, 2026
FineMark National Bank & Trust History Reduced 36,282 598 0.02% 0.02% 599 -612 -1.66% Q4 2025 Feb 12, 2026
BEAM WEALTH ADVISORS, INC. History Added to 35,878 591 0.16% 0.16% 600 +924 2.64% Q4 2025 Feb 04, 2026
Greenline Partners, LLC History Added to 35,810 590 0.07% 0.06% 601 +8,484 31.05% Q4 2025 Feb 17, 2026
Chung Wu Investment Group, LLC History Reduced 35,561 586 0.48% 0.52% 602 -1,088 -2.97% Q4 2025 Feb 02, 2026
HORAN Wealth, LLC History Added to 35,544 586 0.09% 0.09% 603 +447 1.27% Q4 2025 Feb 04, 2026
Avion Wealth History Reduced 35,466 584 0.12% 0.18% 604 -12,860 -26.61% Q4 2025 Jan 23, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 35,126 579 0.1% 0.11% 605 0 0.0% Q4 2025 Feb 17, 2026
ABNER HERRMAN & BROCK LLC History No change 35,000 577 0.06% 0.06% 606 0 0.0% Q4 2025 Jan 06, 2026
Blueprint Financial Advisors LLC History Reduced 34,958 576 0.09% 0.14% 607 -2,110 -5.69% Q4 2025 Feb 13, 2026
Gaddis Premier Wealth Advisors LLC History New 34,905 575 0.44% 608 +34,905 New Q4 2025 Feb 11, 2026
Empirical Asset Management, LLC History Added to 46,314 573 0.16% 0.17% 609 +6 0.01% Q4 2025 Feb 06, 2026
INVENIO WEALTH PARTNERS LLC History Added to 34,726 572 0.21% 0.2% 610 +3,010 9.49% Q4 2025 Feb 13, 2026
Tradition Wealth Management, LLC History Added to 34,579 570 0.04% 0.04% 611 +4,420 14.66% Q4 2025 Feb 11, 2026
ARS Wealth Advisors Group, LLC History Reduced 34,159 563 0.05% 0.06% 612 -6 -0.02% Q4 2025 Jan 12, 2026
Avantax Planning Partners, Inc. History Reduced 33,970 560 0.02% 0.02% 613 -87 -0.26% Q4 2025 Feb 05, 2026
Banco BTG Pactual S.A. History No change 34,000 560 0.1% 0.09% 614 0 0.0% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Added to 33,949 559 0.03% 0.03% 615 +970 2.94% Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Added to 33,691 555 0.02% 0.01% 616 +17,875 113.02% Q4 2025 Feb 09, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 33,627 554 0.0% 0.0% 617 +1,180 3.64% Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History Added to 33,221 548 0.06% 0.05% 618 +2,850 9.38% Q4 2025 Jan 12, 2026
Welch Group, LLC History Added to 33,158 546 0.02% 0.02% 619 +2,121 6.83% Q4 2025 Jan 26, 2026
Covenant Asset Management, LLC History No change 32,691 539 0.06% 0.06% 620 0 0.0% Q4 2025 Jan 30, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 32,681 538 0.17% 0.11% 621 +12,817 64.52% Q4 2025 Jan 27, 2026
PINNACLE ASSOCIATES LTD History Reduced 32,367 533 0.01% 0.01% 622 -848 -2.55% Q4 2025 Feb 05, 2026
Southeast Asset Advisors, LLC History Added to 32,333 533 0.05% 0.06% 623 +667 2.11% Q4 2025 Feb 13, 2026
SFMG, LLC History Reduced 32,248 531 0.04% 0.05% 625 -10,264 -24.14% Q4 2025 Feb 10, 2026
Savant Capital, LLC History Added to 32,221 531 0.0% 0.0% 624 +4,334 15.54% Q4 2025 Feb 10, 2026
NOVEM GROUP History Added to 32,148 530 0.06% 0.06% 626 +1,013 3.25% Q4 2025 Jan 27, 2026
Fisher Asset Management, LLC History Added to 31,989 527 0.0% 0.0% 628 +10,079 46.0% Q4 2025 Feb 09, 2026
ROMANO BROTHERS AND COMPANY History No change 32,002 527 0.06% 0.06% 627 0 0.0% Q4 2025 Jan 14, 2026
CONNING INC. History No change 31,667 522 0.02% 0.02% 629 0 0.0% Q4 2025 Feb 05, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 31,547 520 0.06% 0.09% 630 -16,165 -33.88% Q4 2025 Feb 17, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Reduced 31,425 518 0.12% 0.14% 631 -2,000 -5.98% Q4 2025 Jan 23, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 31,231 515 0.01% 0.01% 632 0 0.0% Q4 2025 Jan 22, 2026
Camelot Portfolios, LLC History Reduced 31,171 514 0.31% 0.32% 633 -38 -0.12% Q4 2025 Jan 29, 2026
Magnus Financial Group LLC History Reduced 31,146 513 0.04% 0.04% 634 -284 -0.9% Q4 2025 Jan 07, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 31,091 512 0.02% 0.02% 635 +126 0.41% Q4 2025 Feb 17, 2026
Second Line Capital, LLC History Reduced 30,874 509 0.1% 0.11% 636 -88 -0.28% Q4 2025 Feb 17, 2026
Traub Capital Management LLC History No change 30,700 506 0.49% 0.52% 637 0 0.0% Q4 2025 Jan 29, 2026
SP Asset Management LLC History Added to 30,631 505 0.04% 0.04% 638 +589 1.96% Q4 2025 Jan 28, 2026
DOLIVER ADVISORS, LP History Reduced 30,436 501 0.13% 0.14% 639 -510 -1.65% Q4 2025 Jan 06, 2026
SmartHarvest Portfolios, LLC History New 30,333 500 0.17% 640 +30,333 New Q4 2025 Feb 12, 2026
HANCOCK WHITNEY CORP History No change 30,200 498 0.01% 0.01% 641 0 0.0% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 30,166 497 0.0% 0.0% 642 -1,442 -4.56% Q4 2025 Feb 10, 2026
King Wealth Management Group History No change 30,083 496 0.06% 0.06% 643 0 0.0% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History Added to 30,022 495 0.01% 0.01% 644 +883 3.03% Q4 2025 Jan 20, 2026
Black Swift Group, LLC History Reduced 30,000 494 0.08% 0.24% 648 -47,950 -61.51% Q4 2025 Feb 10, 2026
Redhawk Wealth Advisors, Inc. History Added to 30,004 494 0.06% 0.05% 646 +5,263 21.27% Q4 2025 Jan 14, 2026
Blueprint Investment Partners LLC History Reduced 29,958 494 0.05% 0.08% 649 -2,110 -6.58% Q4 2025 Feb 17, 2026
JBF Capital, Inc. History No change 30,000 494 0.07% 0.07% 645 0 0.0% Q4 2025 Feb 12, 2026
BigSur Wealth Management LLC History No change 30,000 494 0.12% 0.13% 647 0 0.0% Q4 2025 Jan 27, 2026
Aspen Grove Capital, LLC History No change 30,001 494 0.09% 0.09% 650 0 0.0% Q4 2025 Feb 17, 2026
DMC Group, LLC History No change 30,000 494 0.33% 0.36% 651 0 0.0% Q4 2025 Jan 21, 2026
Alpha Cubed Investments, LLC History Reduced 29,800 491 0.02% 0.02% 652 -1,936 -6.1% Q4 2025 Feb 03, 2026
Florida Trust Wealth Management Co History Added to 29,788 491 0.01% 0.01% 653 +1,125 3.92% Q4 2025 Jan 20, 2026
Diligent Investors, LLC History Added to 29,732 490 0.12% 0.11% 654 +3,249 12.27% Q4 2025 Jan 23, 2026
Almanack Investment Partners, LLC. History Added to 29,708 489 0.08% 0.08% 655 +30 0.1% Q4 2025 Jan 29, 2026
Whipplewood Advisors, LLC History No change 29,691 489 0.31% 0.33% 656 0 0.0% Q4 2025 Feb 17, 2026
LongView Wealth Management History Reduced 28,434 487 0.12% 0.14% 658 -1,190 -4.02% Q4 2025 Jan 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 29,556 487 0.01% 0.01% 657 +80 0.27% Q4 2025 Feb 12, 2026
Tiller Private Wealth, Inc. History Reduced 29,210 481 0.17% 0.18% 659 -418 -1.41% Q4 2025 Jan 14, 2026
Modus Advisors, LLC History Reduced 29,078 479 0.13% 0.19% 661 -12,224 -29.6% Q4 2025 Feb 11, 2026
BIP Wealth, LLC History Reduced 29,108 479 0.02% 0.03% 660 -4,160 -12.5% Q4 2025 Jan 21, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History New 29,016 478 0.06% 662 +29,016 New Q4 2025 Feb 17, 2026
SPRING CAPITAL MANAGEMENT, LLC History No change 29,000 478 0.24% 0.24% 663 0 0.0% Q4 2025 Jan 13, 2026
Waterloo Capital, L.P. History Added to 28,806 475 0.03% 0.04% 664 +263 0.92% Q4 2025 Feb 10, 2026
Bleakley Financial Group, LLC History Added to 28,506 470 0.01% 0.01% 665 +229 0.81% Q4 2025 Feb 09, 2026
Finer Wealth Management, Inc. History Reduced 28,445 469 0.23% 1.51% 666 -148,468 -83.92% Q4 2025 Jan 21, 2026
Retirement Investment Advisors, Inc. History Added to 28,213 465 0.04% 0.02% 667 +12,158 75.73% Q4 2025 Jan 21, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 28,145 464 0.04% 0.05% 668 +542 1.96% Q4 2025 Feb 23, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 28,189 464 0.15% 0.16% 669 +84 0.3% Q4 2025 Feb 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 28,106 463 0.07% 0.07% 670 +607 2.21% Q4 2025 Jan 12, 2026
Jaffetilchin Investment Partners, LLC History Reduced 27,980 461 0.03% 0.04% 671 -9,498 -25.34% Q4 2025 Jan 15, 2026
FULTON BANK, N.A. History Reduced 27,719 457 0.02% 0.02% 672 -1,253 -4.32% Q4 2025 Jan 08, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 27,550 454 0.02% 0.02% 673 -1,225 -4.26% Q4 2025 Feb 09, 2026
Seven Springs Wealth Group, LLC History No change 27,563 454 0.13% 0.11% 674 0 0.0% Q4 2025 Feb 10, 2026
Financial Partners Group, Inc History Added to 24,593 453 0.05% 0.05% 675 +442 1.83% Q4 2025 Feb 03, 2026
Severin Investments, LLC History Added to 27,439 452 0.4% 0.4% 676 +1,158 4.41% Q4 2025 Feb 09, 2026
Provident Investment Management, Inc. History No change 27,391 451 0.04% 0.04% 677 0 0.0% Q4 2025 Feb 04, 2026
Conservest Capital Advisors, Inc. History Added to 27,204 448 0.04% 0.04% 678 +32 0.12% Q4 2025 Feb 12, 2026
TopTier Wealth Management, LLC History New 27,091 446 0.3% 679 +27,091 New Q4 2025 Feb 12, 2026
FLAX POND CAPITAL, LLC History New 27,000 445 0.33% 680 +27,000 New Q4 2025 Mar 09, 2026
HM PAYSON & CO History Added to 26,863 442 0.01% 0.01% 681 +5,095 23.41% Q4 2025 Feb 12, 2026
Symphony Financial Services, Inc. History Added to 26,834 442 0.23% 0.25% 682 +61 0.23% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 26,772 441 0.01% 0.01% 683 -4,488 -14.36% Q4 2025 Feb 12, 2026
Secure Asset Management, LLC History Reduced 26,654 439 0.07% 0.09% 684 -4,423 -14.23% Q4 2025 Jan 20, 2026
Hartford Financial Management Inc. History No change 26,382 435 0.11% 0.12% 685 0 0.0% Q4 2025 Jan 21, 2026
OPTIMA CAPITAL LLC History New 26,274 433 0.19% 686 +26,274 New Q4 2025 Jan 23, 2026
Aviance Capital Partners, LLC History No change 26,167 431 0.05% 0.05% 687 0 0.0% Q4 2025 Feb 06, 2026
Focus Financial Network, Inc. History Added to 25,966 428 0.01% 0.02% 689 +454 1.78% Q4 2025 Jan 12, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Added to 25,987 428 0.15% 0.16% 688 +345 1.35% Q4 2025 Feb 06, 2026
COOKSON PEIRCE & CO INC History New 25,653 423 0.02% 690 +25,653 New Q4 2025 Feb 11, 2026
SITTNER & NELSON, LLC History Added to 23,600 423 0.15% 0.1% 692 +7,500 46.58% Q4 2025 Feb 11, 2026
Argent Trust Co History Reduced 25,706 423 0.01% 0.02% 691 -4,400 -14.62% Q4 2025 Feb 10, 2026
Ballast Rock Private Wealth LLC History New 25,581 421 0.26% 694 +25,581 New Q4 2025 Feb 04, 2026
Granite Group Advisors, LLC History Added to 25,539 421 0.24% 0.16% 693 +9,728 61.53% Q4 2025 Jan 13, 2026
Rehmann Capital Advisory Group History Reduced 25,509 420 0.02% 0.02% 695 -1,059 -3.99% Q4 2025 Mar 04, 2026
Checchi Capital Advisers, LLC History No change 25,439 419 0.02% 0.02% 696 0 0.0% Q4 2025 Jan 27, 2026
WHITTIER TRUST CO History No change 25,717 417 0.0% 0.0% 697 0 0.0% Q4 2025 Jan 26, 2026
GAMCO INVESTORS, INC. ET AL History Added to 25,100 413 0.0% 0.0% 698 +9,800 64.05% Q4 2025 Feb 05, 2026
ARDSLEY ADVISORY PARTNERS LP History New 25,000 412 0.05% 699 +25,000 New Q4 2025 Feb 17, 2026
Gruss & Co., LLC History New 25,000 412 0.91% 700 +25,000 New Q4 2025 Feb 10, 2026
AlphaStar Capital Management, LLC History Added to 25,030 412 0.03% 0.03% 701 +5,061 25.34% Q4 2025 Feb 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 24,922 410 0.01% 0.01% 702 +1,402 5.96% Q4 2025 Jan 07, 2026
CapWealth Advisors, LLC History No change 24,720 407 0.03% 0.03% 703 0 0.0% Q4 2025 Feb 06, 2026
M.E. ALLISON & CO., INC. History No change 24,692 407 0.28% 0.29% 704 0 0.0% Q4 2025 Jan 12, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 24,516 404 0.0% 0.0% 705 +4,822 24.48% Q4 2025 Feb 17, 2026
Foguth Wealth Management, LLC. History New 24,323 403 0.06% 707 +24,323 New Q4 2025 Jan 05, 2026
Summit Financial Wealth Advisors, LLC History Added to 24,448 403 0.06% 0.06% 706 +239 0.99% Q4 2025 Jan 27, 2026
Fortitude Advisory Group L.L.C. History Added to 24,321 401 0.17% 0.19% 709 +3,810 18.58% Q4 2025 Feb 13, 2026
AM INVESTMENT STRATEGIES LLC History Reduced 24,322 401 0.08% 0.09% 708 -766 -3.05% Q4 2025 Feb 05, 2026
FULCRUM WEALTH ADVISORS, LLC History New 24,134 397 0.33% 712 +24,134 New Q4 2025 Feb 02, 2026
Wedmont Private Capital History Added to 24,066 397 0.01% 0.01% 710 +280 1.18% Q4 2025 Jan 08, 2026
Cyndeo Wealth Partners, LLC History Added to 24,082 397 0.02% 0.02% 711 +105 0.44% Q4 2025 Jan 07, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Reduced 24,066 396 0.07% 0.58% 714 -149,614 -86.14% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 24,069 396 0.02% 0.02% 713 +807 3.47% Q4 2025 Feb 10, 2026
Canton Hathaway, LLC History No change 24,000 395 0.08% 0.08% 715 0 0.0% Q4 2025 Jan 21, 2026
Meadowbrook Wealth Management, LLC History No change 24,000 395 0.45% 0.43% 716 0 0.0% Q4 2025 Jan 12, 2026
Trifecta Capital Advisors, LLC History Added to 23,950 394 0.06% 0.02% 718 +14,561 155.09% Q4 2025 Jan 30, 2026
1ST SOURCE BANK History Added to 23,894 394 0.02% 0.02% 717 +900 3.91% Q4 2025 Feb 05, 2026
GatePass Capital, LLC History Reduced 23,860 393 0.2% 0.4% 719 -16,640 -41.09% Q4 2025 Feb 09, 2026
NorthRock Partners, LLC History Reduced 23,794 392 0.01% 0.01% 720 -17,556 -42.46% Q4 2025 Feb 17, 2026
C2C Wealth Management, LLC History No change 23,797 392 0.33% 0.35% 721 0 0.0% Q4 2025 Jan 21, 2026
GM Advisory Group, LLC History Added to 23,728 391 0.02% 0.01% 722 +3,766 18.87% Q4 2025 Feb 13, 2026
Foster Victor Wealth Advisors, LLC History Reduced 22,561 391 0.02% 0.02% 723 -884 -3.77% Q4 2025 Jan 26, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 23,694 390 0.15% 0.2% 725 -5,615 -19.16% Q4 2025 Feb 13, 2026
Gradient Investments LLC History Added to 23,666 390 0.01% 0.01% 724 +1,093 4.84% Q4 2025 Jan 08, 2026
Uniting Wealth Partners, LLC History Added to 23,593 389 0.12% 0.05% 726 +10,013 73.73% Q4 2025 Feb 13, 2026
Chancellor Financial Group WB LP History Added to 23,597 389 0.26% 0.25% 727 +3,000 14.57% Q4 2025 Feb 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 23,513 387 0.02% 0.03% 728 -8,039 -25.48% Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History Added to 23,481 387 0.0% 0.0% 729 +208 0.89% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 23,416 386 0.01% 0.01% 730 -22,561 -49.07% Q4 2025 Jan 30, 2026
SAXON INTERESTS, INC. History Reduced 23,380 385 0.13% 0.17% 731 -450 -1.89% Q4 2025 Feb 13, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 382 0.16% 0.18% 734 -25,600 -100.0% Q3 2025 Nov 14, 2025
Fifth Third Wealth Advisors LLC History Added to 23,216 382 0.01% 0.01% 733 +1,613 7.47% Q4 2025 Jan 15, 2026
BRAVE ASSET MANAGEMENT INC History No change 23,178 382 0.09% 0.1% 732 0 0.0% Q4 2025 Jan 08, 2026
CacheTech Inc. History New 23,046 380 0.07% 736 +23,046 New Q4 2025 Feb 18, 2026
Aldebaran Financial Inc. History Added to 22,975 380 0.35% 0.37% 735 +1,350 6.24% Q4 2025 Jan 23, 2026
MADDEN SECURITIES Corp History Added to 22,986 379 0.12% 0.12% 737 +15 0.07% Q4 2025 Feb 04, 2026
OneDigital Investment Advisors LLC History Reduced 22,802 375 0.0% 0.0% 738 -3,684 -13.91% Q4 2025 Feb 13, 2026
PDS Planning, Inc History Added to 22,740 374 0.02% 0.03% 739 +7 0.03% Q4 2025 Jan 26, 2026
Geneos Wealth Management Inc. History Reduced 22,539 371 0.01% 0.05% 741 -85,341 -79.11% Q4 2025 Jan 28, 2026
Capital Square, LLC History New 22,538 371 0.19% 742 +22,538 New Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 22,522 371 0.02% 0.02% 743 +3,704 19.68% Q4 2025 Jan 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 22,546 371 0.01% 0.01% 740 -2,000 -8.15% Q4 2025 Feb 03, 2026
Papamarkou Wellner Asset Management inc. History Added to 22,486 370 0.22% 0.23% 746 +450 2.04% Q4 2025 Feb 18, 2026
Shepherd Financial Partners LLC History Added to 22,464 370 0.03% 0.04% 745 +278 1.25% Q4 2025 Feb 10, 2026
EASTERN BANK History No change 22,440 370 0.01% 0.01% 744 0 0.0% Q4 2025 Jan 14, 2026
Red Door Wealth Management, LLC History Added to 22,400 369 0.04% 0.03% 747 +6,301 39.14% Q4 2025 Jan 20, 2026
Tyche Wealth Partners LLC History Added to 22,421 369 0.06% 0.06% 748 +1,234 5.82% Q4 2025 Jan 23, 2026
Artesa Financial Group, LLC History New 22,253 366 0.38% 749 +22,253 New Q4 2025 Feb 11, 2026
OpenArc Corporate Advisory, LLC History New 22,239 366 0.01% 750 +22,239 New Q4 2025 Feb 13, 2026
Sage Capital Management, LLC History Added to 22,061 363 0.17% 0.17% 751 +32 0.15% Q4 2025 Jan 15, 2026
AssuredPartners Investment Advisors, LLC History New 21,897 361 0.05% 753 +21,897 New Q4 2025 Feb 03, 2026
Nicholas Hoffman & Company, LLC. History No change 21,920 361 0.01% 0.01% 752 0 0.0% Q4 2025 Feb 02, 2026
Freestone Capital Holdings, LLC History Added to 21,742 358 0.01% 0.01% 754 +535 2.52% Q4 2025 Jan 23, 2026
Cadent Capital Advisors, LLC History Added to 21,664 357 0.09% 0.1% 755 +218 1.02% Q4 2025 Jan 13, 2026
Carnegie Investment Counsel History Reduced 21,575 355 0.01% 0.01% 756 -6,110 -22.07% Q4 2025 Jan 23, 2026
Wescott Financial Advisory Group, LLC History New 21,519 354 0.03% 758 +21,519 New Q4 2025 Feb 12, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 21,478 354 0.05% 0.05% 757 0 0.0% Q4 2025 Jan 15, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 21,222 349 0.15% 0.16% 759 +408 1.96% Q4 2025 Jan 22, 2026
AGF MANAGEMENT LTD History Added to 21,127 348 0.0% 0.0% 760 +137 0.65% Q4 2025 Feb 17, 2026
WHITE PINE CAPITAL LLC History No change 21,030 346 0.1% 0.1% 761 0 0.0% Q4 2025 Feb 09, 2026
Bison Wealth, LLC History New 18,147 344 0.04% 762 +18,147 New Q4 2025 Mar 24, 2026
Laidlaw Wealth Management LLC History Reduced 20,830 343 1.06% 1.29% 764 -10,840 -34.23% Q4 2025 Feb 17, 2026
Heritage Trust Co History Reduced 20,832 343 0.03% 0.04% 763 -208 -0.99% Q4 2025 Feb 10, 2026
E&G Advisors, LP History No change 20,784 342 0.08% 0.08% 765 0 0.0% Q4 2025 Jan 23, 2026
Main Street Financial Solutions, LLC History Added to 20,685 341 0.03% 0.02% 766 +5,134 33.01% Q4 2025 Feb 17, 2026
Edgemoor Investment Advisors, Inc. History Reduced 20,620 340 0.03% 0.03% 767 -400 -1.9% Q4 2025 Feb 10, 2026
Mattson Financial Services, LLC History No change 20,637 340 0.08% 0.08% 768 0 0.0% Q4 2025 Feb 12, 2026
Tranquility Partners, LLC History Added to 20,581 339 0.12% 0.12% 769 +372 1.84% Q4 2025 Feb 03, 2026
PRIMORIS WEALTH ADVISORS, LLC History Reduced 20,500 338 0.2% 0.25% 770 -2,000 -8.89% Q4 2025 Feb 03, 2026
Legacy Financial Strategies, LLC History Added to 20,394 336 0.06% 0.06% 771 +3 0.01% Q4 2025 Jan 23, 2026
JBR Co Financial Management Inc History No change 20,391 336 0.14% 0.15% 772 0 0.0% Q4 2025 Jan 06, 2026
Koshinski Asset Management, Inc. History Added to 20,265 334 0.02% 0.02% 774 +1,775 9.6% Q4 2025 Feb 03, 2026
Saxony Capital Management, LLC History Added to 20,270 334 0.2% 0.22% 773 +404 2.03% Q4 2025 Jan 15, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 20,280 334 0.04% 0.04% 776 -1 -0.0% Q4 2025 Feb 13, 2026
FLC Capital Advisors History No change 20,293 334 0.06% 0.07% 775 0 0.0% Q4 2025 Feb 11, 2026
Pallas Capital Advisors LLC History Reduced 20,013 330 0.01% 0.02% 778 -11,903 -37.29% Q4 2025 Jan 14, 2026
Krilogy Financial LLC History Added to 18,399 330 0.01% 0.01% 777 +232 1.28% Q4 2025 Jan 27, 2026
Ethos Financial Group, LLC History Reduced 19,995 329 0.02% 0.03% 779 -987 -4.7% Q4 2025 Jan 20, 2026
Total Clarity Wealth Management, Inc. History Added to 19,930 328 0.08% 0.09% 781 +181 0.92% Q4 2025 Feb 02, 2026
Weil Company, Inc. History Added to 19,941 328 0.08% 0.08% 780 +24 0.12% Q4 2025 Jan 14, 2026
Michels Family Financial, LLC History Reduced 19,856 327 0.24% 0.3% 782 -2,687 -11.92% Q4 2025 Feb 19, 2026
Parkway Wealth Management Group, LLC History New 19,723 325 0.04% 786 +19,723 New Q4 2025 Feb 10, 2026
Mill Creek Capital Advisors, LLC History Reduced 19,767 325 0.01% 0.01% 785 -4,395 -18.19% Q4 2025 Feb 13, 2026
SEARLE & CO. History Reduced 19,724 325 0.08% 0.11% 783 -3,620 -15.51% Q4 2025 Feb 13, 2026
NAVELLIER & ASSOCIATES INC History Reduced 19,750 325 0.04% 0.03% 784 -204 -1.02% Q4 2025 Feb 03, 2026
Bogart Wealth, LLC History Reduced 19,416 320 0.01% 0.03% 787 -17,087 -46.81% Q4 2025 Jan 30, 2026
WHALEROCK POINT PARTNERS, LLC History Added to 19,400 319 0.06% 0.06% 788 +2,500 14.79% Q4 2025 Feb 13, 2026
KENNEDY INVESTMENT GROUP History Added to 19,367 319 0.12% 0.13% 789 +256 1.34% Q4 2025 Feb 06, 2026
Wagner Wealth Management, LLC History Reduced 19,338 318 0.07% 0.09% 790 -3,841 -16.57% Q4 2025 Jan 30, 2026
Westover Capital Advisors, LLC History No change 19,200 316 0.06% 0.06% 791 0 0.0% Q4 2025 Feb 09, 2026
HBK Sorce Advisory LLC History Reduced 17,507 314 0.01% 0.01% 792 -1,511 -7.95% Q4 2025 Feb 09, 2026
Purkiss Capital Advisors LLC History Added to 18,989 313 0.15% 0.15% 794 +176 0.94% Q4 2025 Feb 04, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 19,003 313 0.04% 0.04% 793 0 0.0% Q4 2025 Jan 29, 2026
Midwest Trust Co History Reduced 18,922 312 0.0% 0.0% 795 -1,199 -5.96% Q4 2025 Feb 04, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 18,874 311 0.11% 0.13% 797 +232 1.24% Q4 2025 Feb 13, 2026
GDS Wealth Management History No change 18,867 311 0.02% 0.02% 796 0 0.0% Q4 2025 Feb 02, 2026
SPINNAKER TRUST History New 18,800 310 0.02% 798 +18,800 New Q4 2025 Feb 10, 2026
Trueblood Wealth Management, LLC History Reduced 18,846 310 0.12% 0.24% 800 -17,626 -48.33% Q4 2025 Jan 21, 2026
Amplius Wealth Advisors, LLC History Added to 18,811 310 0.03% 0.02% 799 +4,032 27.28% Q4 2025 Jan 12, 2026