iShares, Inc. - EWC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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
JPMORGAN CHASE & CO History Reduced 12,888,409 695,071 0.04% 0.04% 1 -319,355 -2.42% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Reduced 7,691,283 414,790 0.06% 0.07% 2 -1,735,249 -18.41% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 7,511,445 405,092 0.65% 0.97% 3 -3,198,606 -29.87% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 6,755,188 364,308 0.06% 4 +6,755,188 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 5,109,395 275,549 0.39% 0.32% 5 +909,025 21.64% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 4,740,000 255,628 0.11% 0.13% 6 -1,111,734 -19.0% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 3,680,749 198,502 0.02% 0.02% 7 +16,074 0.44% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 3,178,045 171,391 0.14% 8 +3,178,045 New Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 2,460,719 132,706 0.02% 0.02% 9 +212,775 9.47% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 2,145,609 115,712 0.01% 0.01% 10 -209,142 -8.88% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,924,922 103,811 0.01% 0.01% 11 +264,728 15.95% Q4 2025 Feb 17, 2026
Asset Management One Co., Ltd. History Reduced 1,915,675 103,312 0.29% 0.28% 12 -7,123 -0.37% Q4 2025 Jan 27, 2026
Caption Management, LLC History Added to 1,800,000 97,074 0.67% 0.55% 13 +400,000 28.57% Q4 2025 Feb 17, 2026
Korea Investment CORP History Added to 1,757,957 94,806 0.19% 0.17% 14 +94,857 5.7% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 1,708,400 92,134 0.19% 0.18% 15 +46,088 2.77% Q4 2025 Jan 23, 2026
GOLDMAN SACHS GROUP INC History Added to 1,579,011 85,156 0.01% 0.01% 16 +46,846 3.06% Q4 2025 Mar 25, 2026
BlackRock, Inc. History Reduced 1,340,259 72,280 0.0% 0.0% 17 -592 -0.04% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,259,092 67,902 0.02% 0.03% 18 -31,053 -2.41% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,017,102 54,852 0.03% 0.03% 19 -148,960 -12.77% Q4 2025 Feb 13, 2026
Anson Funds Management LP History Added to 1,000,000 53,930 5.08% 2.29% 20 +500,000 100.0% Q4 2025 Feb 17, 2026
Jain Global LLC History Added to 913,166 49,247 0.24% 0.06% 21 +665,916 269.33% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 825,000 44,492 0.08% 293.96% 22 -427,553 -34.13% Q4 2025 Feb 17, 2026
Stairway Partners, LLC History Reduced 815,733 43,992 2.28% 2.28% 23 -32,641 -3.85% Q4 2025 Jan 05, 2026
Graham Capital Management, L.P. History Added to 806,849 43,513 1.04% 0.1% 24 +677,849 525.46% Q4 2025 Feb 17, 2026
STRS OHIO History No change 789,600 42,583 0.16% 0.15% 25 0 0.0% Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Added to 742,679 40,053 0.01% 0.01% 26 +133,220 21.86% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 701,513 37,832 0.01% 0.01% 27 +262,748 59.88% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Reduced 607,099 32,740 0.01% 0.01% 28 -73,810 -10.84% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 532,095 28,695 0.0% 0.0% 29 +188,150 54.7% Q4 2025 Jan 29, 2026
State of Tennessee, Department of Treasury History Reduced 525,777 28,528 0.09% 0.09% 30 -8,014 -1.5% Q4 2025 Feb 18, 2026
Squarepoint Ops LLC History Added to 486,100 26,215 0.03% 0.02% 31 +144,137 42.15% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 470,079 25,351 0.01% 0.01% 32 +113,730 31.92% Q4 2025 Feb 11, 2026
Metis Global Partners, LLC History New 465,883 25,125 0.59% 33 +465,883 New Q4 2025 Feb 11, 2026
CSM Advisors, LLC History Added to 433,481 23,376 0.64% 0.59% 34 +15,432 3.69% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Added to 411,763 22,206 0.02% 0.02% 35 +4,621 1.13% Q4 2025 Feb 06, 2026
FMR LLC History Added to 403,052 21,736 0.0% 0.0% 36 +182,342 82.62% Q4 2025 Feb 17, 2026
Millburn Ridgefield LLC /DE/ History Reduced 394,205 21,259 0.51% 0.5% 37 -23,527 -5.63% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History Reduced 394,205 21,259 0.44% 0.43% 38 -23,527 -5.63% Q4 2025 Feb 10, 2026
GenTrust, LLC History Added to 391,088 21,091 0.91% 0.89% 39 +3,059 0.79% Q4 2025 Feb 02, 2026
Allspring Global Investments Holdings, LLC History No change 341,146 18,398 0.03% 0.03% 40 0 0.0% Q4 2025 Jan 15, 2026
VPR Management LLC History Reduced 311,800 16,815 7.49% 8.08% 41 -40,000 -11.37% Q4 2025 Feb 13, 2026
CADINHA & CO LLC History Added to 306,875 16,549 2.55% 1.94% 42 +24,545 8.69% Q4 2025 Jan 28, 2026
PRUDENTIAL PLC History New 302,900 16,335 0.13% 43 +302,900 New Q4 2025 Feb 11, 2026
Karpus Management, Inc. History Added to 286,858 15,470 0.48% 0.43% 44 +17,324 6.43% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 270,009 14,561 0.05% 0.0% 45 +254,325 1621.56% Q4 2025 Feb 12, 2026
Ocean Park Asset Management, LLC History No change 246,674 13,303 0.62% 0.51% 46 0 0.0% Q4 2025 Jan 15, 2026
WELLS FARGO & COMPANY/MN History Added to 230,426 12,426 0.0% 0.0% 47 +17,561 8.25% Q4 2025 Feb 13, 2026
Kovitz Investment Group Partners, LLC History Reduced 222,072 11,976 0.27% 0.07% 48 -134,039 -37.64% Q4 2025 Feb 20, 2026
NISA INVESTMENT ADVISORS, LLC History No change 203,000 10,947 0.04% 0.04% 49 0 0.0% Q4 2025 Jan 15, 2026
PGIM Custom Harvest LLC History Added to 183,903 9,917 0.15% 0.13% 50 +17,865 10.76% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 181,492 9,787 0.0% 0.02% 51 -606,751 -76.98% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History Added to 172,322 9,293 0.0% 0.0% 52 +9,141 5.6% Q4 2025 Mar 20, 2026
Tidal Investments LLC History Added to 167,773 9,047 0.02% 0.0% 53 +127,053 312.02% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 162,500 8,763 0.01% 54 +162,500 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 160,125 8,635 0.01% 0.01% 55 +34,100 27.06% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 143,279 7,780 0.01% 56 +143,279 New Q4 2025 Feb 13, 2026
NewSquare Capital LLC History Reduced 140,648 7,585 0.67% 0.54% 57 -17,623 -11.13% Q4 2025 Feb 17, 2026
Strategic Investment Advisors / MI History Added to 139,983 7,553 0.65% 0.59% 58 +139,957 538296.15% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 148,461 7,540 0.02% 0.02% 59 +3,079 2.12% Q4 2025 Feb 10, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 134,800 7,269 0.24% 0.25% 60 0 0.0% Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History No change 130,236 7,023 0.0% 0.0% 61 0 0.0% Q4 2025 Feb 17, 2026
SENTINEL PENSION ADVISORS, LLC History No change 125,550 6,770 1.04% 1.01% 62 0 0.0% Q4 2025 Jan 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 113,030 6,095 0.0% 0.0% 63 -14,884 -11.64% Q4 2025 Feb 10, 2026
Elm Partners Management LLC History Reduced 112,477 6,065 0.28% 0.29% 64 -3,356 -2.9% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 110,689 6,010 0.01% 65 +110,689 New Q4 2025 Feb 05, 2026
New Vernon Capital Holdings II LLC History No change 110,826 5,976 2.83% 2.58% 66 0 0.0% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 104,029 5,610 0.01% 0.01% 67 -46 -0.04% Q4 2025 Feb 02, 2026
SOROS FUND MANAGEMENT LLC History No change 97,700 5,268 0.06% 0.07% 68 0 0.0% Q4 2025 Feb 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 95,346 5,155 0.04% 0.26% 69 -567,695 -85.62% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 93,476 5,041 0.01% 0.01% 70 +39,932 74.58% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 90,607 4,886 0.54% 0.52% 71 +81 0.09% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Reduced 90,176 4,863 0.01% 0.01% 72 -1,036 -1.14% Q4 2025 Mar 09, 2026
ZACKS INVESTMENT MANAGEMENT History New 88,496 4,772 0.04% 73 +88,496 New Q4 2025 Feb 17, 2026
GAMMA Investing LLC History New 86,202 4,648 0.23% 74 +86,202 New Q4 2025 Jan 05, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 82,033 4,422 0.0% 0.0% 75 +40,751 98.71% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 80,625 4,347 0.02% 0.02% 76 +2,406 3.08% Q4 2025 Feb 12, 2026
Wakefield Asset Management LLLP History Reduced 78,592 4,238 1.15% 1.1% 77 -1,015 -1.28% Q4 2025 Feb 05, 2026
SYON CAPITAL LLC History Reduced 72,478 3,908 0.19% 0.2% 78 -545 -0.75% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 71,454 3,853 0.01% 0.01% 79 -110,528 -60.74% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 68,254 3,680 0.0% 0.0% 80 +553 0.82% Q4 2025 Feb 06, 2026
BlueStem Wealth Partners, LLC History New 66,728 3,598 0.4% 81 +66,728 New Q4 2025 Feb 06, 2026
LMCG INVESTMENTS, LLC History Reduced 62,827 3,388 0.19% 0.24% 82 -18,329 -22.58% Q4 2025 Feb 03, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 61,850 3,335 0.96% 0.91% 83 +3,427 5.87% Q4 2025 Feb 10, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 61,800 3,332 0.01% 0.02% 84 -94,800 -60.54% Q4 2025 Jan 26, 2026
Park Edge Advisors, LLC History New 61,634 3,323 0.75% 85 +61,634 New Q4 2025 Jan 16, 2026
SCOTIA CAPITAL INC. History Reduced 60,631 3,269 0.01% 0.01% 86 -6,182 -9.25% Q4 2025 Feb 12, 2026
1607 Capital Partners, LLC History New 57,496 3,100 0.21% 87 +57,496 New Q4 2025 Feb 17, 2026
Taikang Asset Management (Hong Kong) Co Ltd History No change 55,202 2,977 0.29% 0.31% 88 0 0.0% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 54,240 2,924 0.02% 0.02% 89 +5,884 12.17% Q4 2025 Jan 27, 2026
CUMBERLAND ADVISORS INC History Reduced 51,510 2,777 1.05% 1.04% 90 -2,050 -3.83% Q4 2025 Feb 02, 2026
Obsido Oy History Added to 51,081 2,754 1.69% 1.63% 91 +2,482 5.11% Q4 2025 Feb 17, 2026
Moneda S.A. Administradora General de Fondos History Added to 48,085 2,593 2.33% 2.64% 92 +995 2.11% Q4 2025 Feb 17, 2026
Sava Infond d.o.o. History No change 48,000 2,588 0.35% 0.34% 93 0 0.0% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Reduced 47,377 2,555 0.0% 0.0% 94 -4,557 -8.77% Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 46,350 2,499 0.01% 0.01% 95 0 0.0% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Reduced 45,245 2,440 0.0% 0.01% 96 -481 -1.05% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 44,033 2,374 0.0% 0.0% 97 +10,872 32.79% Q4 2025 Feb 18, 2026
DEUTSCHE BANK AG\ History No change 43,960 2,370 0.0% 0.0% 98 0 0.0% Q4 2025 Feb 11, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 41,788 2,250 0.0% 0.0% 99 +1,956 4.91% Q4 2025 Feb 10, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Reduced 40,962 2,209 0.03% 0.07% 100 -36,282 -46.97% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 40,189 2,167 0.01% 0.01% 101 +3,202 8.66% Q4 2025 Feb 05, 2026
Ameraudi Asset Management, Inc. History Reduced 39,632 2,137 1.17% 1.29% 102 -2,581 -6.11% Q4 2025 Feb 11, 2026
ALBION FINANCIAL GROUP /UT History No change 39,000 2,103 0.13% 0.12% 103 0 0.0% Q4 2025 Jan 21, 2026
Strategic Financial Partners, Ltd. History Reduced 38,909 2,098 0.91% 0.91% 104 -534 -1.35% Q4 2025 Feb 11, 2026
Stelac Advisory Services LLC History Reduced 38,638 2,083 0.74% 0.81% 105 -7,775 -16.75% Q4 2025 Feb 12, 2026
MGO Private Wealth, LLC History Reduced 35,184 1,897 1.17% 1.12% 107 -1,791 -4.84% Q4 2025 Feb 10, 2026
Robertson Stephens Wealth Management, LLC History Added to 35,180 1,897 0.05% 0.05% 106 +553 1.6% Q4 2025 Feb 02, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 34,429 1,881 0.28% 0.28% 108 +17,214 99.99% Q4 2025 Jan 07, 2026
PLANWISER FINANCIAL, LLC History Added to 33,352 1,835 1.37% 1.01% 109 +8,209 32.65% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 33,047 1,782 0.0% 110 +33,047 New Q4 2025 Feb 13, 2026
Ascent Group, LLC History Added to 32,205 1,736 0.06% 0.01% 111 +25,909 411.52% Q4 2025 Jan 20, 2026
Invesco Ltd. History Added to 31,812 1,715 0.0% 0.0% 112 +1,686 5.6% Q4 2025 Feb 19, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 31,451 1,697 0.0% 0.0% 113 0 0.0% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 31,357 1,691 0.0% 0.0% 114 -1,299 -3.98% Q4 2025 Feb 17, 2026
Palisades Hudson Asset Management, L.P. History Reduced 31,023 1,673 0.65% 0.64% 115 -4,069 -11.6% Q4 2025 Jan 30, 2026
MERIDIAN MANAGEMENT CO History No change 30,490 1,644 0.41% 0.41% 116 0 0.0% Q4 2025 Feb 10, 2026
Cordoba Advisory Partners LLC History New 29,954 1,615 0.4% 117 +29,954 New Q4 2025 Feb 13, 2026
Onyx Bridge Wealth Group LLC History New 29,159 1,572 0.17% 118 +29,159 New Q4 2025 Feb 18, 2026
Prosperity Consulting Group, LLC History New 28,459 1,534 0.07% 119 +28,459 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 26,913 1,470 0.0% 0.0% 120 +17,517 186.43% Q4 2025 Jan 08, 2026
NVWM, LLC History Reduced 25,942 1,399 0.3% 0.3% 121 -279 -1.06% Q4 2025 Jan 20, 2026
Beacon Pointe Advisors, LLC History New 24,735 1,333 0.01% 122 +24,735 New Q4 2025 Feb 18, 2026
RWA WEALTH PARTNERS, LLC History No change 24,155 1,302 0.01% 0.01% 123 0 0.0% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 23,804 1,283 0.02% 0.01% 124 -1,135 -4.55% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 23,430 1,263 0.0% 0.0% 125 -61,706 -72.48% Q4 2025 Feb 13, 2026
Providence First Trust Co History New 23,161 1,249 0.43% 126 +23,161 New Q4 2025 Feb 03, 2026
Composition Wealth, LLC History Reduced 22,750 1,226 0.02% 0.02% 127 -319 -1.38% Q4 2025 Feb 02, 2026
Ameritas Advisory Services, LLC History New 22,071 1,190 0.04% 128 +22,071 New Q4 2025 Feb 04, 2026
Community Financial Services Group, LLC History Reduced 21,400 1,154 0.21% 0.2% 129 -387 -1.78% Q4 2025 Jan 15, 2026
Cedar Wealth Management, LLC History No change 20,666 1,114 0.33% 0.32% 130 0 0.0% Q4 2025 Feb 06, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 20,569 1,109 0.2% 0.21% 131 -1,799 -8.04% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 20,099 1,083 0.0% 0.0% 132 -8,208 -29.0% Q4 2025 Feb 09, 2026
SEI INVESTMENTS CO History Added to 19,934 1,075 0.0% 0.0% 133 +1,880 10.41% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History Reduced 19,807 1,068 0.0% 0.0% 134 -6,363 -24.31% Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History New 19,793 1,067 0.07% 135 +19,793 New Q4 2025 Feb 10, 2026
1832 Asset Management L.P. History Reduced 19,410 1,046 0.0% 0.0% 136 -1,669 -7.92% Q4 2025 Feb 13, 2026
Cardinal Point Capital Management ULC History Added to 19,204 1,035 0.07% 0.05% 137 +4,963 34.85% Q4 2025 Feb 05, 2026
Daiwa Securities Group Inc. History Reduced 19,018 1,026 0.0% 0.0% 138 -1,312 -6.45% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 18,773 1,012 0.0% 0.0% 139 -2,645 -12.35% Q4 2025 Feb 12, 2026
Solstein Capital, LLC History No change 18,521 998 0.4% 0.21% 140 0 0.0% Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 18,434 994 0.03% 0.03% 141 +1 0.01% Q4 2025 Jan 14, 2026
Coppell Advisory Solutions LLC History Reduced 18,277 992 0.1% 0.12% 142 -4,050 -18.14% Q4 2025 Feb 17, 2026
GUIDANCE CAPITAL, INC History Added to 17,843 984 0.24% 0.23% 143 +836 4.92% Q4 2025 Jan 23, 2026
NAVELLIER & ASSOCIATES INC History Reduced 17,268 931 0.1% 0.11% 144 -4,988 -22.41% Q4 2025 Feb 03, 2026
Creative Planning History Added to 17,178 926 0.0% 0.0% 145 +4,290 33.29% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 16,757 903 0.0% 0.0% 146 +229 1.39% Q4 2025 Mar 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 16,582 894 0.0% 0.0% 147 +16,121 3496.96% Q4 2025 Feb 10, 2026
Pictet North America Advisors SA History Added to 16,303 879 0.08% 0.05% 148 +5,750 54.49% Q4 2025 Jan 16, 2026
Banco Santander, S.A. History New 15,785 851 0.01% 149 +15,785 New Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History New 15,524 842 0.14% 150 +15,524 New Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Added to 15,376 829 0.0% 0.0% 151 +10,790 235.28% Q4 2025 Feb 12, 2026
AlTi Global, Inc. History No change 15,378 829 0.02% 0.02% 152 0 0.0% Q4 2025 Feb 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 15,318 826 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 15,293 824 0.02% 0.02% 154 -1,529 -9.09% Q4 2025 Jan 07, 2026
Dorsey & Whitney Trust CO LLC History No change 15,134 816 0.04% 0.04% 155 0 0.0% Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History New 14,984 808 0.03% 156 +14,984 New Q4 2025 Feb 17, 2026
Community Bank, N.A. History Reduced 14,354 774 0.09% 0.09% 157 -190 -1.31% Q4 2025 Feb 04, 2026
iA Global Asset Management Inc. History Reduced 13,714 740 0.01% 0.01% 158 -3,344 -19.6% Q4 2025 Feb 05, 2026
Caprock Group, LLC History Added to 13,298 717 0.02% 0.01% 159 +866 6.97% Q4 2025 Jan 28, 2026
COOPERMAN LEON G History No change 12,531 675 0.02% 0.02% 160 0 0.0% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 12,500 674 0.0% 0.0% 161 -6,700 -34.9% Q4 2025 Feb 17, 2026
Ramiah Investment Group History Reduced 12,449 671 0.66% 0.72% 162 -1,944 -13.51% Q4 2025 Jan 28, 2026
BROWN ADVISORY INC History No change 12,376 667 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 13, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Added to 11,803 636 0.4% 0.34% 164 +1,515 14.73% Q4 2025 Feb 24, 2026
Mutual Advisors, LLC History New 11,336 611 0.01% 165 +11,336 New Q4 2025 Feb 02, 2026
Avos Capital Management, LLC History Added to 11,268 607 0.27% 0.22% 166 +2,039 22.09% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 11,183 603 0.01% 0.01% 167 -559 -4.76% Q4 2025 Feb 17, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 11,100 599 0.01% 0.01% 168 0 0.0% Q4 2025 Jan 28, 2026
Curbstone Financial Management Corp History No change 11,080 597 0.11% 0.11% 169 0 0.0% Q4 2025 Jan 23, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 10,999 593 0.0% 0.0% 170 +62 0.57% Q4 2025 Jan 30, 2026
Center For Asset Management LLC History Reduced 10,736 579 0.3% 0.3% 171 -244 -2.22% Q4 2025 Jan 21, 2026
IMC-Chicago, LLC History Reduced 10,391 560 0.0% 0.0% 172 -32,737 -75.91% Q4 2025 Jan 29, 2026
TFB Advisors LLC History Reduced 10,381 559 0.16% 0.16% 173 -226 -2.13% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 10,265 553 0.01% 0.01% 174 0 0.0% Q4 2025 Feb 10, 2026
Maia Wealth LLC History Reduced 9,751 538 0.09% 0.08% 175 -19 -0.19% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History New 9,711 524 0.0% 176 +9,711 New Q4 2025 Jan 05, 2026
Dakota Wealth Management History Added to 9,680 522 0.01% 0.01% 177 +280 2.98% Q4 2025 Jan 13, 2026
MEEDER ASSET MANAGEMENT INC History New 9,456 509 0.03% 178 +9,456 New Q4 2025 Feb 11, 2026
Quantbot Technologies LP History New 9,231 497 0.02% 180 +9,231 New Q4 2025 Feb 10, 2026
ATLAS CAPITAL ADVISORS INC. History New 9,219 497 0.06% 179 +9,219 New Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 8,986 484 0.0% 181 +8,986 New Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 8,840 476 0.0% 0.0% 182 -1,248 -12.37% Q4 2025 Jan 29, 2026
Charter Oak Capital Management, LLC History Reduced 8,837 476 0.04% 0.04% 183 -951 -9.72% Q4 2025 Jan 23, 2026
DEARBORN PARTNERS LLC History Added to 8,700 469 0.02% 0.02% 184 +200 2.35% Q4 2025 Feb 11, 2026
Asset Management Group, Inc. History Added to 8,712 469 0.08% 0.07% 185 +76 0.88% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Added to 8,624 465 0.01% 0.01% 186 +2,057 31.32% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 8,618 464 0.0% 0.0% 187 +2,773 47.44% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 8,086 436 0.01% 0.01% 188 +1,943 31.63% Q4 2025 Feb 06, 2026
Triad Wealth Partners, LLC History New 7,586 409 0.04% 190 +7,586 New Q4 2025 Jan 22, 2026
Vontobel Holding Ltd. History Reduced 7,601 409 0.0% 0.0% 189 -5,920 -43.78% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 7,498 404 0.0% 0.0% 191 +1,592 26.96% Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History Added to 7,476 403 0.05% 0.05% 192 +852 12.86% Q4 2025 Feb 13, 2026
Tranquilli Financial Advisor LLC History New 7,460 402 0.23% 193 +7,460 New Q4 2025 Jan 27, 2026
CHOREO, LLC History No change 7,329 397 0.01% 0.0% 194 0 0.0% Q4 2025 Jan 23, 2026
Jaffetilchin Investment Partners, LLC History New 7,244 390 0.02% 195 +7,244 New Q4 2025 Jan 15, 2026
Lorne Steinberg Wealth Management Inc. History Added to 7,125 384 0.09% 0.06% 196 +2,545 55.57% Q4 2025 Jan 27, 2026
Trek Financial, LLC History Reduced 7,083 381 0.02% 0.13% 197 -35,796 -83.48% Q4 2025 Feb 04, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 7,020 378 0.15% 0.14% 198 0 0.0% Q4 2025 Feb 13, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 7,000 377 0.04% 0.04% 199 0 0.0% Q4 2025 Jan 29, 2026
Orion Porfolio Solutions, LLC History New 6,829 368 0.0% 200 +6,829 New Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 6,757 364 0.0% 201 +6,757 New Q4 2025 Feb 18, 2026
Phoenix Financial Ltd. History No change 11,100 362 0.0% 0.0% 202 0 0.0% Q4 2025 Feb 05, 2026
Creekside Partners History No change 6,641 358 0.15% 0.15% 203 0 0.0% Q4 2025 Feb 13, 2026
COOKSON PEIRCE & CO INC History Reduced 6,615 356 0.01% 0.01% 204 -71 -1.06% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History New 6,354 342 0.0% 205 +6,354 New Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History No change 6,301 340 0.0% 0.0% 206 0 0.0% Q4 2025 Feb 13, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 6,252 337 0.14% 0.14% 207 -36 -0.57% Q4 2025 Jan 22, 2026
Equitable Holdings, Inc. History Reduced 6,226 335 0.0% 0.0% 208 -60 -0.95% Q4 2025 Feb 17, 2026
Independent Family Office, LLC History No change 6,200 334 0.14% 0.13% 209 0 0.0% Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 6,172 332 0.0% 0.0% 210 +69 1.13% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 6,098 329 0.0% 0.0% 211 +3,657 149.82% Q4 2025 Jan 26, 2026
Sanctuary Advisors, LLC History Reduced 6,091 328 0.0% 0.01% 212 -24,686 -80.21% Q4 2025 Jan 29, 2026
Boltwood Capital Management History Added to 6,050 326 0.08% 0.08% 214 +425 7.56% Q4 2025 Jan 02, 2026
WULFF, HANSEN & CO. History No change 6,052 326 0.27% 0.26% 213 0 0.0% Q4 2025 Feb 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,938 320 0.0% 0.0% 215 0 0.0% Q4 2025 Feb 12, 2026
RiverFront Investment Group, LLC History Reduced 5,882 317 0.01% 0.01% 216 -3,927 -40.03% Q4 2025 Feb 05, 2026
Focus Partners Wealth History Added to 5,835 314 0.0% 0.0% 217 +1,164 24.92% Q4 2025 Feb 13, 2026
Ifrah Financial Services, Inc. History Reduced 5,804 312 0.08% 0.08% 218 -174 -2.91% Q4 2025 Jan 22, 2026
Mariner, LLC History Added to 5,556 299 0.0% 0.0% 219 +631 12.81% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 5,530 298 0.0% 0.0% 220 +928 20.17% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History No change 5,343 288 0.0% 0.0% 221 0 0.0% Q4 2025 Jan 30, 2026
Parallax Volatility Advisers, L.P. History Reduced 5,200 280 0.0% 0.0% 222 -1,130 -17.85% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Added to 5,079 273 0.03% 0.03% 223 +458 9.91% Q4 2025 Jan 13, 2026
Global Endowment Management, LP History No change 5,000 270 0.03% 0.03% 224 0 0.0% Q4 2025 Feb 13, 2026
Kaizen Financial Strategies History No change 5,010 270 0.12% 0.11% 225 0 0.0% Q4 2025 Jan 21, 2026
South Shore Capital Advisors History New 5,000 269 0.2% 226 +5,000 New Q4 2025 Jan 21, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 4,973 268 0.0% 0.0% 227 +6 0.12% Q4 2025 Feb 02, 2026
Fiera Capital Corp History No change 4,897 264 0.0% 0.0% 228 0 0.0% Q4 2025 Feb 11, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 4,883 263 0.0% 0.0% 229 0 0.0% Q4 2025 Feb 05, 2026
Yoffe Investment Management, LLC History No change 4,869 262 0.33% 0.32% 230 0 0.0% Q4 2025 Jan 26, 2026
Lunt Capital Management, Inc. History Added to 4,700 253 0.09% 0.09% 231 +195 4.33% Q4 2025 Jan 23, 2026
Vantage Financial Partners, LLC History Added to 4,698 253 0.05% 0.05% 232 +4 0.09% Q4 2025 Feb 03, 2026
Element Wealth, LLC History Added to 4,679 252 0.1% 0.1% 235 +87 1.89% Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History Added to 4,691 252 0.01% 0.01% 233 +63 1.36% Q4 2025 Feb 03, 2026
CreativeOne Wealth, LLC History Added to 4,691 252 0.01% 0.01% 234 +3 0.06% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 4,626 248 0.01% 0.0% 236 +351 8.21% Q4 2025 Feb 11, 2026
Wedmont Private Capital History No change 4,558 246 0.01% 0.01% 237 0 0.0% Q4 2025 Jan 08, 2026
Ausdal Financial Partners, Inc. History New 4,531 244 0.01% 238 +4,531 New Q4 2025 Feb 13, 2026
JGP Wealth Management, LLC History New 4,492 242 0.03% 239 +4,492 New Q4 2025 Jan 12, 2026
Activest Wealth Management History New 4,476 241 0.05% 240 +4,476 New Q4 2025 Jan 30, 2026
Kestra Advisory Services, LLC History New 4,452 240 0.0% 241 +4,452 New Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History New 4,432 239 0.0% 242 +4,432 New Q4 2025 Jan 29, 2026
BBR PARTNERS, LLC History No change 4,427 238 0.01% 0.01% 243 0 0.0% Q4 2025 Feb 11, 2026
Sunpointe, LLC History Reduced 4,399 237 0.08% 0.09% 244 -390 -8.14% Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History No change 4,270 230 0.0% 0.0% 245 0 0.0% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History New 4,244 229 0.0% 246 +4,244 New Q4 2025 Feb 11, 2026
IAM Advisory, LLC History Added to 4,036 217 0.05% 0.05% 247 +36 0.9% Q4 2025 Jan 07, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 2,185 216 0.1% 248 +2,185 New Q4 2025 Jan 09, 2026
Perigon Wealth Management, LLC History No change 4,000 215 0.0% 0.0% 249 0 0.0% Q4 2025 Jan 16, 2026
Csenge Advisory Group History New 3,953 213 0.01% 250 +3,953 New Q4 2025 Feb 06, 2026
Texas Yale Capital Corp. History New 3,850 207 0.01% 251 +3,850 New Q4 2025 Feb 10, 2026
Balefire, LLC History New 3,754 202 0.04% 252 +3,754 New Q4 2025 Jan 12, 2026
CASTLEARK MANAGEMENT LLC History New 3,670 197 0.01% 253 +3,670 New Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 3,608 194 0.0% 254 +3,608 New Q4 2025 Feb 17, 2026
WestEnd Advisors, LLC History New 3,551 191 0.0% 255 +3,551 New Q4 2025 Jan 27, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 3,463 186 0.0% 0.0% 256 -3,455 -49.94% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 3,396 183 0.0% 0.0% 257 +170 5.27% Q4 2025 Feb 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 3,406 183 0.01% 0.01% 258 0 0.0% Q4 2025 Feb 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 2,645 180 0.06% 0.09% 259 -127 -4.58% Q4 2025 Jan 22, 2026
Rosenberg Matthew Hamilton History No change 2,893 156 0.03% 0.03% 260 0 0.0% Q4 2025 Jan 05, 2026
MAI Capital Management History Added to 2,742 147 0.0% 0.0% 261 +10 0.37% Q4 2025 Feb 13, 2026
EASTERN BANK History No change 2,477 133 0.0% 0.0% 262 0 0.0% Q4 2025 Jan 14, 2026
Viewpoint Capital Management LLC History No change 2,470 133 0.06% 0.05% 263 0 0.0% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 2,392 129 0.0% 0.0% 264 +315 15.17% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Added to 2,201 118 0.0% 0.0% 265 +202 10.11% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History New 2,183 117 0.0% 266 +2,183 New Q4 2025 Jan 28, 2026
ROTHSCHILD INVESTMENT LLC History Added to 2,108 113 0.01% 0.01% 267 +19 0.91% Q4 2025 Feb 10, 2026
Pacifica Partners Inc. History Reduced 1,825 98 0.04% 0.04% 268 -325 -15.12% Q4 2025 Jan 09, 2026
HUNTINGTON NATIONAL BANK History Added to 1,759 94 0.0% 0.0% 269 +48 2.81% Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History Reduced 1,663 89 0.0% 0.0% 270 -117 -6.57% Q4 2025 Jan 13, 2026
SUMMIT SECURITIES GROUP LLC History New 1,600 86 0.01% 272 +1,600 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History No change 1,600 86 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 05, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 1,497 80 0.05% 273 +1,497 New Q4 2025 Feb 17, 2026
USA FINANCIAL FORMULAS History Added to 1,398 75 0.01% 0.0% 274 +1,324 1789.19% Q4 2025 Jan 14, 2026
ABOUND FINANCIAL, LLC History New 1,233 66 0.03% 276 +1,233 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History No change 1,213 66 0.0% 0.0% 275 0 0.0% Q4 2025 Jan 26, 2026
PRIVATE TRUST CO NA History No change 1,220 65 0.01% 0.01% 277 0 0.0% Q4 2025 Jan 26, 2026
Glass Jacobson Investment Advisors llc History No change 1,054 56 0.02% 0.02% 278 0 0.0% Q4 2025 Jan 22, 2026
OPTIMA CAPITAL LLC History New 955 51 0.02% 280 +955 New Q4 2025 Jan 23, 2026
Allworth Financial LP History New 952 51 0.0% 279 +952 New Q4 2025 Feb 05, 2026
Smithfield Trust Co History No change 936 50 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 09, 2026
TUCKER ASSET MANAGEMENT LLC History New 853 46 0.01% 283 +853 New Q4 2025 Feb 05, 2026
Tacita Capital Inc History No change 855 46 0.03% 0.03% 282 0 0.0% Q4 2025 Feb 11, 2026
Indiana Trust & Investment Management Co History No change 800 43 0.01% 0.01% 284 0 0.0% Q4 2025 Jan 21, 2026
TORONTO DOMINION BANK History Reduced 786 42 0.0% 0.0% 285 -20 -2.48% Q4 2025 Feb 17, 2026
Banque Cantonale Vaudoise History Added to 737 39 0.0% 0.0% 287 +151 25.77% Q4 2025 Feb 06, 2026
HM PAYSON & CO History No change 740 39 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 12, 2026
REAP Financial Group, LLC History Added to 679 36 0.01% 0.01% 288 +6 0.89% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Reduced 664 35 0.0% 0.0% 290 -21,097 -96.95% Q4 2025 Feb 17, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 650 35 0.0% 0.0% 289 0 0.0% Q4 2025 Jan 26, 2026
Bernard Wealth Management Corp. History No change 650 35 0.01% 0.01% 291 0 0.0% Q4 2025 Jan 15, 2026
Kohmann Bosshard Financial Services, LLC History New 630 33 0.0% 292 +630 New Q4 2025 Jan 30, 2026
SIGNATUREFD, LLC History No change 605 32 0.0% 0.0% 293 0 0.0% Q4 2025 Jan 20, 2026
Rice Partnership, LLC History No change 571 30 0.0% 0.0% 294 0 0.0% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 500 27 0.0% 0.0% 295 0 0.0% Q4 2025 Jan 26, 2026
JNBA Financial Advisors History No change 505 27 0.0% 0.0% 296 0 0.0% Q4 2025 Jan 26, 2026
ATWOOD & PALMER INC History No change 500 26 0.0% 0.0% 297 0 0.0% Q4 2025 Jan 28, 2026
AMERICAN NATIONAL BANK & TRUST History No change 500 26 0.0% 0.0% 298 0 0.0% Q4 2025 Jan 20, 2026
DecisionPoint Financial, LLC History New 445 23 0.01% 299 +445 New Q4 2025 Jan 29, 2026
Rossby Financial, LCC History Added to 414 22 0.01% 0.0% 302 +325 365.17% Q4 2025 Feb 12, 2026
Capital Investment Advisory Services, LLC History No change 421 22 0.0% 0.0% 300 0 0.0% Q4 2025 Jan 21, 2026
Security National Bank History No change 409 22 0.0% 0.0% 301 0 0.0% Q4 2025 Feb 05, 2026
Game Plan Financial Advisors, LLC History New 400 21 0.01% 303 +400 New Q4 2025 Jan 14, 2026
SOA Wealth Advisors, LLC. History No change 400 21 0.0% 0.0% 304 0 0.0% Q4 2025 Jan 20, 2026
HHM Wealth Advisors, LLC History New 384 20 0.0% 305 +384 New Q4 2025 Jan 22, 2026
Hughes Financial Services, LLC History New 375 20 0.0% 306 +375 New Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Reduced 356 19 0.0% 0.0% 307 -80,229 -99.56% Q4 2025 Feb 17, 2026
Greykasell Wealth Strategies, Inc. History New 350 18 0.01% 308 +350 New Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 329 17 0.0% 0.0% 309 +304 1216.0% Q4 2025 Jan 23, 2026
4Thought Financial Group Inc. History Reduced 312 16 0.01% 0.01% 310 -96 -23.53% Q4 2025 Jan 29, 2026
Coston, McIsaac & Partners History Added to 290 15 0.0% 0.0% 311 +217 297.26% Q4 2025 Feb 03, 2026
Murphy & Mullick Capital Management Corp History No change 268 14 0.01% 0.01% 312 0 0.0% Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History No change 278 14 0.0% 0.0% 313 0 0.0% Q4 2025 Jan 12, 2026
Aptus Capital Advisors, LLC History No change 258 13 0.0% 0.0% 314 0 0.0% Q4 2025 Feb 13, 2026
Breakwater Investment Management History No change 242 13 0.0% 0.0% 315 0 0.0% Q4 2025 Feb 02, 2026
AdvisorNet Financial, Inc History New 240 12 0.0% 316 +240 New Q4 2025 Jan 20, 2026
Godfrey Financial Associates, Inc. History New 240 12 0.01% 318 +240 New Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Reduced 224 12 0.0% 0.0% 317 -55 -19.71% Q4 2025 Feb 13, 2026
Strategic Wealth Advisors LLC History New 215 11 0.01% 319 +215 New Q4 2025 Feb 03, 2026
Caitlin John, LLC History No change 200 10 0.01% 0.01% 320 0 0.0% Q4 2025 Feb 18, 2026
Miller Capital Partners, Inc. History New 180 9 0.0% 323 +180 New Q4 2025 Feb 17, 2026
AMERIFLEX GROUP, INC. History Reduced 167 9 0.0% 0.01% 322 -165 -49.7% Q4 2025 Feb 18, 2026
HARBOUR INVESTMENTS, INC. History Reduced 174 9 0.0% 0.0% 321 -119 -40.61% Q4 2025 Feb 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 149 8 0.0% 325 +149 New Q4 2025 Feb 03, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 160 8 0.0% 0.0% 324 0 0.0% Q4 2025 Feb 17, 2026
Covestor Ltd History No change 155 8 0.0% 0.0% 326 0 0.0% Q4 2025 Feb 06, 2026
Delos Wealth Advisors, LLC History No change 142 7 0.0% 0.0% 327 0 0.0% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 116 6 0.0% 0.0% 328 +33 39.76% Q4 2025 Jan 26, 2026
Aventura Private Wealth, LLC History No change 118 6 0.0% 0.0% 329 0 0.0% Q4 2025 Jan 07, 2026
Meramec Financial Planners, LLC History New 100 5 0.0% 331 +100 New Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History No change 101 5 0.0% 0.0% 330 0 0.0% Q4 2025 Jan 29, 2026
Sound Income Strategies, LLC History Added to 79 4 0.0% 0.0% 332 +15 23.44% Q4 2025 Jan 21, 2026
Archer Investment Corp History No change 87 4 0.0% 0.0% 333 0 0.0% Q4 2025 Jan 30, 2026
Tradewinds Capital Management, LLC History No change 56 3 0.0% 0.0% 334 0 0.0% Q4 2025 Jan 14, 2026
Salomon & Ludwin, LLC History No change 73 3 0.0% 0.0% 335 0 0.0% Q4 2025 Jan 28, 2026
Golden State Wealth Management, LLC History No change 58 3 0.0% 0.0% 336 0 0.0% Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History No change 73 3 0.0% 0.0% 337 0 0.0% Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 51 2 0.0% 338 +51 New Q4 2025 Jan 21, 2026
Motiv8 Investments LLC History New 40 2 0.0% 340 +40 New Q4 2025 Feb 13, 2026
Orion Capital Management LLC History No change 52 2 0.0% 0.0% 339 0 0.0% Q4 2025 Feb 03, 2026
Root Financial Partners, LLC History New 28 1 0.0% 344 +28 New Q4 2025 Feb 10, 2026
Bangor Savings Bank History Reduced 24 1 0.0% 0.0% 341 -27 -52.94% Q4 2025 Jan 16, 2026
Founders Capital Management History No change 37 1 0.0% 0.0% 342 0 0.0% Q4 2025 Jan 15, 2026
Avion Wealth History No change 36 1 0.0% 0.0% 343 0 0.0% Q4 2025 Jan 23, 2026
Legacy Wealth Managment, LLC/ID History No change 26 1 0.0% 0.0% 345 0 0.0% Q4 2025 Feb 03, 2026
FIL Ltd History Closed out 0 0 0.06% -1,494,187 -100.0% Q3 2025 Nov 13, 2025
Baker Avenue Asset Management, LP History Closed out 0 0 0.0% -525,000 -100.0% Q3 2025 Oct 31, 2025
SIG BROKERAGE, LP History Closed out 0 0 0.15% -100,000 -100.0% Q3 2025 Nov 14, 2025
Hilltop Holdings Inc. History Closed out 0 0 0.1% -37,537 -100.0% Q3 2025 Nov 14, 2025
BANK OF NOVA SCOTIA History Closed out 0 0 0.0% -20,100 -100.0% Q3 2025 Nov 14, 2025
CALTON & ASSOCIATES, INC. History Closed out 0 0 0.13% -16,974 -100.0% Q3 2025 Nov 07, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -15,017 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 0.03% -10,163 -100.0% Q3 2025 Nov 14, 2025
GTS SECURITIES LLC History Closed out 0 0 0.02% -9,521 -100.0% Q3 2025 Nov 14, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.01% -7,894 -100.0% Q3 2025 Nov 12, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -5,563 -100.0% Q3 2025 Nov 14, 2025
Wealthfront Advisers LLC History Closed out 0 0 0.0% -5,288 -100.0% Q3 2025 Nov 06, 2025
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Closed out 0 0 0.25% -5,000 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -4,938 -100.0% Q3 2025 Nov 14, 2025
Institute for Wealth Management, LLC. History Closed out 0 0 0.03% -4,932 -100.0% Q3 2025 Oct 17, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -3,307 -100.0% Q3 2025 Nov 13, 2025
Financial Life Planners History Closed out 0 0 0.02% -690 -100.0% Q3 2025 Nov 13, 2025
Ancora Advisors LLC History Closed out 0 0 0.0% -600 -100.0% Q3 2025 Nov 14, 2025
North Capital, Inc. History Closed out 0 0 0.02% -566 -100.0% Q3 2025 Oct 09, 2025
Alpine Bank Wealth Management History Closed out 0 0 0.0% -400 -100.0% Q3 2025 Oct 22, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -320 -100.0% Q3 2025 Nov 03, 2025
Blue Trust, Inc. History Closed out 0 0 0.0% -201 -100.0% Q3 2025 Oct 16, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -198 -100.0% Q3 2025 Nov 12, 2025
Arax Advisory Partners History Closed out 0 0 0.0% -169 -100.0% Q3 2025 Nov 14, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 0.0% -98 -100.0% Q3 2025 Nov 10, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -90 -100.0% Q3 2025 Nov 03, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 -12 -100.0% Q3 2025 Oct 29, 2025
Horizon Investments, LLC History Closed out 0 0 -9 -100.0% Q3 2025 Nov 14, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 3 0 0 0.0% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 06, 2026
Glen Eagle Advisors, LLC History No change 18 0 0 0.0% Q4 2025 Feb 13, 2026