iShares, Inc. - EWJ

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 26,089,851 2,106,494 0.13% 0.13% 1 -12,469 -0.05% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 19,577,080 1,580,653 0.09% 0.1% 2 -644,524 -3.19% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 11,635,978 939,488 0.02% 0.02% 3 -5,015,058 -30.12% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 7,152,037 577,455 0.07% 0.07% 4 -348,874 -4.65% Q4 2025 Mar 25, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 6,276,966 506,802 0.15% 0.12% 5 +1,107,070 21.41% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 5,473,309 441,914 0.03% 0.03% 6 +257,734 4.94% Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Added to 4,993,457 403,171 2.81% 2.89% 7 +13,894 0.28% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 4,794,086 387,074 0.06% 0.09% 8 -2,104,679 -30.51% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Added to 3,609,873 291,461 0.04% 0.03% 9 +1,145,844 46.5% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Added to 2,671,796 215,720 0.17% 0.17% 10 +11,881 0.45% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 2,542,081 205,247 0.03% 11 +2,542,081 New Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 2,503,057 202,096 0.07% 0.08% 12 -87,851 -3.39% Q4 2025 Feb 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,830,745 147,814 0.12% 13 +1,830,745 New Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 1,798,753 145,231 0.05% 0.04% 14 +369,260 25.83% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 1,485,190 119,914 0.04% 0.04% 15 +17,711 1.21% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 1,397,051 112,797 0.53% 16 +1,397,051 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 1,256,550 101,453 0.09% 0.09% 17 +47,192 3.9% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,089,297 87,949 0.01% 0.0% 18 +658,483 152.85% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 1,072,608 86,602 0.02% 0.02% 19 +313,511 41.3% Q4 2025 Feb 11, 2026
Quadrature Capital Ltd History Added to 992,110 80,102 0.82% 0.06% 20 +933,517 1593.22% Q4 2025 Feb 17, 2026
Board of Trustees of The Leland Stanford Junior University History No change 971,270 78,420 15.8% 9.16% 21 0 0.0% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 944,976 76,299 0.02% 0.02% 22 -84,919 -8.25% Q4 2025 Feb 17, 2026
Kemnay Advisory Services Inc. History No change 869,500 70,203 10.59% 10.61% 23 0 0.0% Q4 2025 Feb 17, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 841,186 67,917 0.36% 0.54% 24 -340,700 -28.83% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 817,350 65,992 0.01% 0.01% 25 -52,286 -6.01% Q4 2025 Feb 19, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 58,668 64,686 0.03% 0.0% 26 +27,108 85.89% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 792,663 63,999 0.01% 0.01% 27 +173,953 28.12% Q4 2025 Feb 13, 2026
FIL Ltd History Added to 788,968 63,701 0.05% 0.04% 28 +105,183 15.38% Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History Added to 763,060 61,609 1.48% 1.34% 29 +261,802 52.23% Q4 2025 Feb 13, 2026
Millburn Ridgefield LLC /DE/ History Reduced 759,224 61,299 1.46% 1.54% 30 -44,419 -5.53% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History Reduced 759,224 61,299 1.26% 1.3% 31 -44,419 -5.53% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 738,409 59,619 0.01% 0.0% 32 +732,313 12013.01% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 703,422 56,794 0.03% 0.02% 33 +267,281 61.28% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 601,400 48,557 0.04% 0.05% 34 -23,900 -3.82% Q4 2025 Feb 17, 2026
Keewaydin Investments LLC History New 540,076 43,605 11.6% 35 +540,076 New Q4 2025 Feb 10, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 527,152 42,562 2.19% 2.19% 36 -10,003 -1.86% Q4 2025 Jan 27, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 508,045 41,019 0.01% 0.01% 37 -41,861 -7.61% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 460,155 37,155 0.05% 0.05% 38 -11,597 -2.46% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 430,518 34,759 0.02% 0.13% 39 -2,431,078 -84.96% Q4 2025 Mar 20, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 399,820 32,281 0.02% 0.02% 40 -4,263 -1.05% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 398,975 32,213 0.06% 0.06% 41 +28,747 7.76% Q4 2025 Mar 16, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Added to 392,224 31,668 3.42% 3.67% 42 +1,443 0.37% Q4 2025 Feb 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 385,806 31,149 0.21% 0.2% 43 +6 0.0% Q4 2025 Feb 17, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 379,420 30,634 2.07% 2.09% 44 +9,259 2.5% Q4 2025 Jan 08, 2026
LM Advisors LLC History Reduced 2,473 30,628 0.55% 0.35% 45 -27,844 -91.84% Q4 2025 Feb 13, 2026
Angeles Investment Advisors, LLC History No change 373,000 30,116 2.01% 1.96% 46 0 0.0% Q4 2025 Feb 17, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 357,468 28,861 0.02% 0.04% 47 -202,296 -36.14% Q4 2025 Feb 17, 2026
Miller Investment Management, LP History Reduced 345,720 27,913 2.73% 2.95% 48 -20,822 -5.68% Q4 2025 Feb 11, 2026
MACKENZIE FINANCIAL CORP History Reduced 333,637 26,964 0.03% 0.03% 49 -1,500 -0.45% Q4 2025 Feb 18, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 326,745 26,381 1.45% 1.51% 50 +18,988 6.17% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 312,221 25,208 0.1% 0.1% 51 -31,752 -9.23% Q4 2025 Jan 29, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 311,177 25,124 0.06% 0.07% 52 0 0.0% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 305,269 24,647 0.01% 0.01% 53 +53,884 21.43% Q4 2025 Feb 18, 2026
MML INVESTORS SERVICES, LLC History Added to 304,490 24,584 0.06% 0.01% 54 +251,265 472.08% Q4 2025 Feb 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 300,000 24,222 0.12% 0.12% 55 0 0.0% Q4 2025 Feb 10, 2026
CIBC WORLD MARKET INC. History Added to 295,843 23,886 0.04% 0.04% 56 +5,487 1.89% Q4 2025 Feb 10, 2026
Horizon Investments, LLC History Reduced 285,801 23,075 0.29% 0.33% 57 -26,792 -8.57% Q4 2025 Feb 02, 2026
GFS Advisors, LLC History Reduced 281,135 22,698 2.7% 2.89% 58 -1,065 -0.38% Q4 2025 Feb 11, 2026
STRS OHIO History No change 276,103 22,292 0.08% 0.08% 59 0 0.0% Q4 2025 Feb 02, 2026
Vontobel Holding Ltd. History Added to 267,337 21,584 0.07% 0.06% 60 +5,289 2.02% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 262,779 21,216 0.02% 0.02% 61 -2,750 -1.04% Q4 2025 Feb 06, 2026
PGIM Custom Harvest LLC History Added to 262,608 21,202 0.31% 0.29% 62 +19,712 8.12% Q4 2025 Feb 17, 2026
Metis Global Partners, LLC History New 254,067 20,513 0.48% 63 +254,067 New Q4 2025 Feb 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 234,005 19,590 0.21% 0.23% 64 -33,725 -12.6% Q4 2025 Jan 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 236,751 19,115 0.01% 0.01% 65 +5,273 2.28% Q4 2025 Feb 06, 2026
Polianta Ltd History New 229,500 18,529 2.42% 66 +229,500 New Q4 2025 Jan 15, 2026
Lido Advisors, LLC History Added to 229,307 18,409 0.06% 0.06% 67 +4,144 1.84% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History Added to 217,879 17,587 0.11% 0.11% 68 +11,016 5.33% Q4 2025 Jan 27, 2026
Granite Bay Wealth Management, LLC History Added to 214,716 17,336 4.17% 4.31% 69 +8,272 4.01% Q4 2025 Feb 05, 2026
PRUDENTIAL PLC History Reduced 214,100 17,286 0.14% 0.13% 70 -4,700 -2.15% Q4 2025 Feb 11, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 212,681 17,171 0.64% 0.81% 71 -41,291 -16.26% Q4 2025 Feb 13, 2026
Baker Avenue Asset Management, LP History Added to 209,723 16,933 0.39% 0.4% 72 +318 0.15% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 204,325 16,518 0.03% 0.03% 73 +18,978 10.24% Q4 2025 Feb 05, 2026
Barry Investment Advisors, LLC History Reduced 202,282 16,332 3.64% 3.76% 74 -1,257 -0.62% Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Added to 191,291 15,444 0.08% 0.02% 75 +151,363 379.09% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Reduced 191,156 15,433 0.23% 0.24% 76 -1,099 -0.57% Q4 2025 Feb 13, 2026
Rathbones Group PLC History Reduced 190,723 15,398 0.06% 0.06% 77 -6,407 -3.25% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Added to 179,865 14,522 0.02% 0.01% 78 +105,545 142.01% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 178,089 14,387 0.02% 0.02% 79 +2,260 1.29% Q4 2025 Mar 09, 2026
Coastline Trust Co History Added to 177,629 14,341 1.35% 1.52% 80 +1,225 0.69% Q4 2025 Jan 05, 2026
BARINGS LLC History Reduced 177,148 14,302 0.26% 0.3% 81 -21,518 -10.83% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Added to 176,101 14,218 0.05% 0.04% 82 +34,067 23.99% Q4 2025 Feb 12, 2026
Kovitz Investment Group Partners, LLC History Reduced 166,711 13,460 0.3% 0.05% 83 -3,161 -1.86% Q4 2025 Feb 20, 2026
Squarepoint Ops LLC History Added to 164,554 13,286 0.01% 0.0% 84 +125,133 317.43% Q4 2025 Feb 13, 2026
EFG International AG History New 163,820 13,226 0.26% 85 +163,820 New Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 158,500 12,797 0.01% 0.02% 86 -57,100 -26.48% Q4 2025 Feb 11, 2026
TUDOR INVESTMENT CORP ET AL History New 153,799 12,417 0.02% 87 +153,799 New Q4 2025 Feb 17, 2026
OLD MISSION CAPITAL LLC History Added to 153,332 12,380 0.28% 0.0% 88 +101,032 193.18% Q4 2025 Feb 17, 2026
Banco Santander, S.A. History New 152,876 12,343 0.09% 89 +152,876 New Q4 2025 Feb 13, 2026
Allen Investment Management, LLC History No change 151,441 12,227 0.14% 0.13% 90 0 0.0% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Added to 150,370 12,140 0.01% 0.01% 91 +5,303 3.66% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 148,298 11,973 0.05% 0.05% 92 +9,193 6.61% Q4 2025 Feb 13, 2026
Johns Hopkins University History No change 146,318 11,813 0.86% 0.65% 93 0 0.0% Q4 2025 Feb 17, 2026
ELEMENT POINTE ADVISORS, LLC History Added to 144,664 11,680 2.26% 2.31% 94 +9,529 7.05% Q4 2025 Feb 13, 2026
Portland Global Advisors LLC History Reduced 140,228 11,322 1.22% 1.26% 95 -66 -0.05% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 135,400 10,932 0.02% 0.02% 96 -19,000 -12.31% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Added to 135,246 10,918 0.04% 0.03% 97 +51,823 62.12% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 132,651 10,710 0.0% 0.0% 98 +17,846 15.54% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 130,029 10,498 0.01% 0.01% 99 -21,208 -14.02% Q4 2025 Feb 10, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 128,526 10,377 0.09% 0.09% 100 +112 0.09% Q4 2025 Feb 03, 2026
Azimuth Capital Investment Management LLC History Added to 125,145 10,104 0.36% 0.36% 101 +1,445 1.17% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 122,829 9,917 0.01% 0.01% 102 -2,829 -2.25% Q4 2025 Feb 02, 2026
Americana Partners, LLC History Added to 122,234 9,869 0.27% 0.29% 103 +1,183 0.98% Q4 2025 Feb 06, 2026
BROWN ADVISORY INC History Added to 122,189 9,865 0.01% 0.01% 104 +23,520 23.84% Q4 2025 Feb 13, 2026
Purpose Unlimited Inc. History New 120,355 9,717 0.44% 105 +120,355 New Q4 2025 Mar 20, 2026
Lalia Capital, LLC History New 120,000 9,688 7.59% 106 +120,000 New Q4 2025 Feb 11, 2026
Ballentine Partners, LLC History Reduced 115,690 9,340 0.13% 0.13% 107 -4,816 -4.0% Q4 2025 Feb 03, 2026
Global Endowment Management, LP History Added to 112,581 9,091 1.13% 0.86% 108 +26,907 31.41% Q4 2025 Feb 13, 2026
BTG Pactual Asset Management US LLC History Reduced 114,392 9,070 0.88% 0.44% 109 -3,384 -2.87% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 111,511 9,003 0.01% 0.0% 110 +108,049 3121.0% Q4 2025 Feb 17, 2026
Palisades Hudson Asset Management, L.P. History Reduced 107,368 8,669 3.36% 3.44% 111 -10,861 -9.19% Q4 2025 Jan 30, 2026
Sanctuary Advisors, LLC History Added to 107,220 8,656 0.05% 0.03% 112 +32,120 42.77% Q4 2025 Jan 29, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 107,038 8,642 0.02% 0.02% 113 +17,730 19.85% Q4 2025 Jan 26, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 106,569 8,604 0.11% 114 +106,569 New Q4 2025 Feb 10, 2026
DRW Securities, LLC History New 102,257 8,256 0.22% 115 +102,257 New Q4 2025 Feb 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 100,632 8,141 0.06% 0.04% 116 +31,481 45.53% Q4 2025 Feb 17, 2026
a16z Perennial Management, L.P. History No change 118,984 7,998 0.6% 0.6% 117 0 0.0% Q4 2025 Feb 10, 2026
Walkner Condon Financial Advisors LLC History Added to 97,481 7,870 1.09% 0.94% 118 +23,434 31.65% Q4 2025 Jan 21, 2026
CI INVESTMENTS INC. History New 93,140 7,520 0.03% 119 +93,140 New Q4 2025 Feb 12, 2026
Waterloo Capital, L.P. History Reduced 90,006 7,267 0.52% 0.54% 120 -173 -0.19% Q4 2025 Feb 10, 2026
ZACKS INVESTMENT MANAGEMENT History New 88,899 7,177 0.06% 121 +88,899 New Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History New 87,083 7,031 0.06% 122 +87,083 New Q4 2025 Jan 05, 2026
Pathstone Holdings, LLC History New 86,606 6,992 0.03% 123 +86,606 New Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Added to 86,457 6,980 0.34% 0.32% 124 +3,330 4.01% Q4 2025 Jan 20, 2026
Tidal Investments LLC History New 85,492 6,902 0.02% 125 +85,492 New Q4 2025 Feb 13, 2026
LMCG INVESTMENTS, LLC History Reduced 84,458 6,819 0.39% 0.41% 126 -2,723 -3.12% Q4 2025 Feb 03, 2026
Marex Group plc History Added to 83,016 6,702 0.04% 0.02% 127 +41,167 98.37% Q4 2025 Feb 12, 2026
ICICI Prudential Asset Management Co Ltd History No change 82,850 6,689 0.78% 0.7% 128 0 0.0% Q4 2025 Feb 12, 2026
Silphium Asset Management Ltd History Added to 79,761 6,439 2.73% 0.9% 129 +41,961 111.01% Q4 2025 Jan 27, 2026
Pictet North America Advisors SA History Added to 77,765 6,278 0.6% 0.44% 130 +19,610 33.72% Q4 2025 Jan 16, 2026
SUN LIFE FINANCIAL INC History Added to 76,022 6,138 0.32% 0.24% 131 +17,050 28.91% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Added to 75,436 6,090 0.03% 0.02% 132 +7,310 10.73% Q4 2025 Feb 17, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 72,422 5,847 3.06% 133 +72,422 New Q4 2025 Feb 12, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 72,186 5,828 0.71% 0.7% 134 +4,097 6.02% Q4 2025 Jan 07, 2026
Betterment LLC History Added to 72,085 5,820 0.01% 0.01% 135 +4,020 5.91% Q4 2025 Feb 12, 2026
Compagnie Lombard Odier SCmA History Reduced 71,608 5,781 0.06% 0.07% 136 -4,988 -6.51% Q4 2025 Jan 16, 2026
BFSG, LLC History Added to 71,293 5,756 0.56% 0.55% 137 +182 0.26% Q4 2025 Jan 22, 2026
BESSEMER GROUP INC History No change 70,216 5,670 0.01% 0.01% 138 0 0.0% Q4 2025 Feb 05, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 70,000 5,651 0.32% 0.32% 139 0 0.0% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History New 68,563 5,535 0.01% 140 +68,563 New Q4 2025 Feb 12, 2026
PITTENGER & ANDERSON INC History Reduced 68,375 5,520 0.21% 0.23% 141 -10,600 -13.42% Q4 2025 Feb 02, 2026
FPC INVESTMENT ADVISORY, INC. History Added to 67,592 5,457 2.99% 3.2% 142 +1,052 1.58% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Reduced 66,678 5,384 0.01% 0.06% 143 -157,364 -70.24% Q4 2025 Jan 09, 2026
Cordoba Advisory Partners LLC History New 66,562 5,374 1.33% 144 +66,562 New Q4 2025 Feb 13, 2026
Laurel Wealth Planning LLC History Reduced 66,464 5,366 2.97% 2.83% 145 -200 -0.3% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Added to 66,027 5,331 0.04% 0.01% 146 +54,401 467.93% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 65,561 5,293 0.0% 0.07% 147 -1,888,220 -96.64% Q4 2025 Feb 17, 2026
Journey Advisory Group, LLC History New 64,212 5,184 0.44% 148 +64,212 New Q4 2025 Jan 27, 2026
Phoenix Financial Ltd. History Added to 63,999 5,167 0.06% 0.05% 149 +8,463 15.24% Q4 2025 Feb 05, 2026
SkyView Investment Advisors, LLC History Reduced 63,224 5,107 0.64% 0.64% 150 -201 -0.32% Q4 2025 Feb 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 62,916 5,079 0.01% 0.01% 151 -1,002 -1.57% Q4 2025 Feb 12, 2026
SONA ASSET MANAGEMENT (US) LLC History No change 61,500 4,965 0.11% 0.12% 152 0 0.0% Q4 2025 Feb 17, 2026
Idaho Trust Co History Reduced 61,055 4,929 1.63% 1.67% 153 -863 -1.39% Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 60,244 4,864 0.03% 154 +60,244 New Q4 2025 Feb 18, 2026
Stephens Greth Foundation History New 60,128 4,854 2.79% 155 +60,128 New Q4 2025 Feb 09, 2026
Point72 Asset Management, L.P. History New 59,900 4,836 0.01% 156 +59,900 New Q4 2025 Feb 17, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 59,777 4,826 0.22% 157 +59,777 New Q4 2025 Feb 13, 2026
PEAK6 LLC History Added to 59,200 4,779 0.01% 0.0% 158 +37,800 176.64% Q4 2025 Mar 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 58,798 4,747 0.11% 0.1% 159 +4,033 7.36% Q4 2025 Jan 27, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 58,376 4,713 0.54% 0.15% 160 +43,620 295.61% Q4 2025 Feb 17, 2026
Corecam Pte. Ltd. History Added to 57,950 4,678 2.43% 2.35% 161 +2,000 3.57% Q4 2025 Mar 02, 2026
BLAIR WILLIAM & CO/IL History Added to 57,693 4,658 0.01% 0.01% 162 +5,007 9.5% Q4 2025 Feb 17, 2026
SYON CAPITAL LLC History Added to 57,592 4,649 0.23% 0.24% 163 +909 1.6% Q4 2025 Feb 11, 2026
IPG Investment Advisors LLC History Added to 57,386 4,633 0.81% 0.1% 164 +50,440 726.17% Q4 2025 Feb 09, 2026
MERIDIAN MANAGEMENT CO History No change 57,100 4,610 1.14% 1.23% 165 0 0.0% Q4 2025 Feb 10, 2026
New Republic Capital, LLC History Added to 56,971 4,599 1.23% 1.14% 166 +10,470 22.52% Q4 2025 Feb 10, 2026
Jasper Ridge Partners, L.P. History No change 54,925 4,434 0.1% 0.1% 167 0 0.0% Q4 2025 Feb 12, 2026
Advisor Resource Council History Reduced 53,584 4,326 1.54% 5.93% 168 -1,152 -2.1% Q4 2025 Feb 10, 2026
Sierra Capital LLC History Added to 52,423 4,238 0.45% 0.46% 169 +395 0.76% Q4 2025 Feb 18, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 51,778 4,180 0.2% 170 +51,778 New Q4 2025 Feb 12, 2026
LARCH CAPITAL PARTNERS LLC History New 50,733 4,096 0.56% 171 +50,733 New Q4 2025 Feb 20, 2026
Vestmark Advisory Solutions, Inc. History New 50,618 4,086 0.06% 172 +50,618 New Q4 2025 Feb 06, 2026
Solstein Capital, LLC History Added to 49,727 4,014 1.61% 0.87% 173 +1,781 3.71% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Added to 49,600 4,004 0.01% 0.0% 174 +15,900 47.18% Q4 2025 Feb 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 49,437 3,991 0.01% 0.01% 175 -14 -0.03% Q4 2025 Feb 05, 2026
JTC Employer Solutions Trustee Ltd History No change 48,837 3,943 0.27% 0.34% 176 0 0.0% Q4 2025 Feb 10, 2026
WESCAP Management Group, Inc. History Reduced 48,504 3,916 0.79% 0.9% 177 -4,736 -8.9% Q4 2025 Feb 11, 2026
Sava Infond d.o.o. History Reduced 48,330 3,902 0.53% 0.63% 178 -7,000 -12.65% Q4 2025 Jan 29, 2026
Cypress Capital Group History Reduced 48,195 3,891 0.44% 0.46% 179 -285 -0.59% Q4 2025 Feb 11, 2026
Prostatis Group LLC History Added to 47,762 3,856 0.92% 0.87% 180 +4,379 10.09% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 47,687 3,850 0.0% 0.0% 181 +9,984 26.48% Q4 2025 Feb 17, 2026
Stelac Advisory Services LLC History Reduced 47,452 3,831 1.35% 1.46% 182 -5,201 -9.88% Q4 2025 Feb 12, 2026
Creative Planning History Reduced 46,619 3,764 0.0% 0.0% 183 -6,009 -11.42% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History No change 46,250 3,734 0.01% 0.01% 184 0 0.0% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 46,227 3,732 0.01% 0.02% 185 +3,543 8.3% Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Reduced 44,607 3,601 0.01% 0.01% 186 -4,261 -8.72% Q4 2025 Feb 17, 2026
Trinity Wealth Management, LLC History New 44,567 3,598 1.33% 187 +44,567 New Q4 2025 Jan 15, 2026
Innova Wealth Partners History Added to 44,291 3,576 1.8% 0.72% 188 +27,674 166.54% Q4 2025 Jan 07, 2026
Caprock Group, LLC History Added to 44,164 3,565 0.08% 0.08% 189 +2,534 6.09% Q4 2025 Jan 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 44,067 3,557 0.26% 0.19% 190 +9,598 27.85% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Reduced 43,800 3,536 0.0% 0.01% 191 -1,134,135 -96.28% Q4 2025 Feb 12, 2026
Hyposwiss Advisors SA History New 42,750 3,451 3.39% 192 +42,750 New Q4 2025 Feb 17, 2026
GTS SECURITIES LLC History Added to 42,636 3,442 0.12% 0.02% 193 +36,918 645.65% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 42,474 3,429 0.03% 0.03% 194 +1,176 2.85% Q4 2025 Feb 13, 2026
BANQUE PICTET & CIE SA History Reduced 42,466 3,428 0.02% 0.02% 195 -3,115 -6.83% Q4 2025 Jan 16, 2026
SSI INVESTMENT MANAGEMENT LLC History Reduced 42,023 3,392 0.23% 0.31% 196 -15,087 -26.42% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 41,673 3,364 0.04% 0.03% 197 -1,891 -4.34% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 41,609 3,359 0.0% 198 +41,609 New Q4 2025 Feb 13, 2026
FMR LLC History Added to 41,332 3,337 0.0% 0.0% 199 +3,789 10.09% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 40,576 3,276 0.0% 0.0% 200 +8,897 28.08% Q4 2025 Feb 02, 2026
Performa Ltd (US), LLC History Reduced 40,323 3,255 0.83% 1.21% 201 -16,519 -29.06% Q4 2025 Feb 10, 2026
SIG BROKERAGE, LP History Added to 39,750 3,209 0.1% 0.06% 202 +14,750 59.0% Q4 2025 Feb 17, 2026
Dynamic Wealth Strategies, LLC History Reduced 39,234 3,167 1.89% 2.21% 203 -1,958 -4.75% Q4 2025 Feb 04, 2026
Black Maple Capital Management LP History No change 39,159 3,161 2.21% 1.52% 204 0 0.0% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 39,069 3,154 0.0% 0.01% 205 -114,360 -74.54% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History No change 38,832 3,135 0.07% 0.07% 206 0 0.0% Q4 2025 Feb 13, 2026
Freedom Day Solutions, LLC History Added to 38,654 3,120 0.85% 0.71% 207 +5,884 17.96% Q4 2025 Feb 04, 2026
NORTHERN TRUST CORP History Reduced 37,393 3,019 0.0% 0.0% 208 -1,513 -3.89% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 37,117 2,996 0.02% 0.01% 209 +20,697 126.05% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 36,039 2,993 0.0% 0.0% 210 +18,535 105.89% Q4 2025 Jan 08, 2026
Rock Creek Group, LP History No change 36,880 2,977 0.33% 0.31% 211 0 0.0% Q4 2025 Feb 10, 2026
Hudson Portfolio Management LLC History Added to 36,085 2,913 2.51% 2.03% 212 +7,471 26.11% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 35,723 2,884 0.06% 0.05% 213 +8,909 33.23% Q4 2025 Feb 03, 2026
BECKER CAPITAL MANAGEMENT INC History No change 35,071 2,831 0.08% 0.08% 214 0 0.0% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 35,039 2,829 0.01% 0.02% 215 -20,974 -37.44% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Reduced 34,386 2,776 0.02% 0.02% 216 -3,499 -9.24% Q4 2025 Feb 17, 2026
Coastal Bridge Advisors, LLC History Added to 33,953 2,741 0.2% 0.21% 217 +48 0.14% Q4 2025 Feb 18, 2026
Evernest Financial Advisors, LLC History Added to 29,525 2,695 0.56% 0.56% 218 +4,728 19.07% Q4 2025 Feb 13, 2026
Taikang Asset Management (Hong Kong) Co Ltd History No change 33,005 2,664 0.26% 0.3% 219 0 0.0% Q4 2025 Feb 17, 2026
Union Bancaire Privee, UBP SA History Added to 33,611 2,663 0.03% 0.03% 220 +6,181 22.53% Q4 2025 Jan 05, 2026
Slocum, Gordon & Co LLP History Added to 32,600 2,632 1.91% 1.07% 221 +15,813 94.2% Q4 2025 Jan 26, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 32,553 2,628 0.78% 0.83% 222 0 0.0% Q4 2025 Jan 26, 2026
Envestnet Portfolio Solutions, Inc. History Added to 32,468 2,621 0.01% 0.0% 223 +22,431 223.48% Q4 2025 Feb 06, 2026
Roundview Capital LLC History Added to 32,193 2,599 0.16% 0.16% 224 +1,300 4.21% Q4 2025 Feb 09, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 31,315 2,528 0.78% 0.79% 225 +765 2.5% Q4 2025 Feb 12, 2026
Ascent Group, LLC History New 31,149 2,514 0.09% 226 +31,149 New Q4 2025 Jan 20, 2026
Trek Financial, LLC History Reduced 30,446 2,458 0.14% 0.32% 227 -37,373 -55.11% Q4 2025 Feb 04, 2026
MEITAV INVESTMENT HOUSE LTD History No change 30,368 2,451 0.03% 0.03% 228 0 0.0% Q4 2025 Feb 10, 2026
LSP Investment Advisors, LLC History No change 30,000 2,422 1.29% 1.45% 229 0 0.0% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 29,876 2,412 0.0% 0.0% 230 -58,008 -66.01% Q4 2025 Feb 10, 2026
CUMBERLAND ADVISORS INC History Reduced 29,645 2,393 0.91% 0.95% 231 -1,100 -3.58% Q4 2025 Feb 02, 2026
Private Advisor Group, LLC History Reduced 29,171 2,355 0.01% 0.01% 232 -759 -2.54% Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History Added to 29,131 2,352 0.14% 0.12% 233 +3,250 12.56% Q4 2025 Feb 03, 2026
Corecam AG History New 28,910 2,334 2.28% 234 +28,910 New Q4 2025 Feb 18, 2026
LOM Asset Management Ltd History Added to 28,724 2,319 0.67% 0.63% 235 +3,100 12.1% Q4 2025 Jan 23, 2026
Keystone Global Partners, LLC History New 28,048 2,264 1.0% 236 +28,048 New Q4 2025 Jan 14, 2026
Chesley Taft & Associates LLC History Added to 27,967 2,258 0.09% 0.08% 237 +5,317 23.47% Q4 2025 Jan 14, 2026
OAK FAMILY ADVISORS, LLC History Reduced 27,602 2,228 0.61% 0.55% 238 -5 -0.02% Q4 2025 Feb 03, 2026
Transamerica Financial Advisors, LLC History Added to 27,382 2,210 0.18% 0.17% 239 +1,242 4.75% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History Reduced 27,370 2,209 0.14% 0.24% 240 -19,695 -41.85% Q4 2025 Jan 30, 2026
RoundAngle Advisors LLC History Added to 27,273 2,202 1.6% 1.61% 241 +1,397 5.4% Q4 2025 Jan 12, 2026
MEEDER ASSET MANAGEMENT INC History New 26,822 2,165 0.12% 242 +26,822 New Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Added to 26,786 2,162 0.0% 0.0% 243 +930 3.6% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 26,459 2,136 0.03% 0.03% 244 +8,610 48.24% Q4 2025 Mar 12, 2026
Paragon Capital Management Ltd History Reduced 26,365 2,128 0.42% 0.41% 245 -745 -2.75% Q4 2025 Jan 22, 2026
Cedar Wealth Management, LLC History No change 26,231 2,117 0.63% 0.64% 246 0 0.0% Q4 2025 Feb 06, 2026
Pasadena Private Wealth, LLC History Reduced 26,211 2,116 0.29% 0.31% 247 -677 -2.52% Q4 2025 Feb 10, 2026
MARVIN & PALMER ASSOCIATES INC History Reduced 26,000 2,099 1.48% 1.75% 248 -2,200 -7.8% Q4 2025 Feb 11, 2026
Summit Trail Advisors, LLC History Reduced 25,602 2,067 0.04% 0.03% 249 -4,747 -15.64% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 25,396 2,050 0.07% 0.07% 250 +128 0.51% Q4 2025 Jan 13, 2026
Archford Capital Strategies, LLC History Added to 25,155 2,031 0.24% 0.16% 251 +8,685 52.73% Q4 2025 Jan 15, 2026
SUMMIT SECURITIES GROUP LLC History New 25,000 2,018 0.26% 252 +25,000 New Q4 2025 Feb 17, 2026
SSA SWISS ADVISORS AG History Reduced 24,649 1,991 0.93% 1.03% 253 -3,023 -10.92% Q4 2025 Feb 26, 2026
Bulltick Wealth Management, LLC History Added to 24,623 1,988 0.42% 0.46% 254 +200 0.82% Q4 2025 Feb 17, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Reduced 24,587 1,985 0.28% 0.38% 255 -7,417 -23.18% Q4 2025 Feb 10, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 23,945 1,933 0.13% 0.13% 256 0 0.0% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 23,868 1,927 0.0% 0.0% 257 +14,225 147.52% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 23,680 1,911 0.0% 0.0% 258 +8,685 57.92% Q4 2025 Feb 11, 2026
Lifeworks Advisors, LLC History Added to 23,319 1,882 0.24% 0.22% 259 +2,928 14.36% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 23,274 1,879 0.11% 0.12% 260 +489 2.15% Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History Added to 23,114 1,866 0.02% 0.02% 261 +5,069 28.09% Q4 2025 Feb 03, 2026
Central Pacific Bank - Trust Division History Reduced 22,080 1,782 0.22% 0.31% 262 -9,725 -30.58% Q4 2025 Jan 07, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 21,822 1,761 0.8% 0.82% 263 0 0.0% Q4 2025 Feb 10, 2026
Jefferies Financial Group Inc. History Added to 21,626 1,746 0.01% 0.01% 264 +2,761 14.64% Q4 2025 Feb 09, 2026
US BANCORP \DE\ History Reduced 21,584 1,742 0.0% 0.0% 265 -2,750 -11.3% Q4 2025 Jan 30, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 21,526 1,738 0.0% 0.01% 266 -3,333 -13.41% Q4 2025 Feb 05, 2026
E&G Advisors, LP History Added to 21,455 1,731 0.39% 0.39% 267 +574 2.75% Q4 2025 Jan 23, 2026
Circle Wealth Management, LLC History Added to 21,256 1,716 0.03% 0.03% 268 +2,417 12.83% Q4 2025 Feb 13, 2026
NorthRock Partners, LLC History New 20,749 1,675 0.03% 269 +20,749 New Q4 2025 Feb 17, 2026
Clarius Group, LLC History Added to 20,505 1,655 0.09% 0.07% 270 +6,780 49.4% Q4 2025 Jan 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 20,435 1,649 0.23% 0.27% 271 -737 -3.48% Q4 2025 Jan 12, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 20,402 1,647 0.14% 0.12% 272 +3,661 21.87% Q4 2025 Feb 09, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 20,277 1,637 0.0% 0.0% 273 -2,066 -9.25% Q4 2025 Feb 17, 2026
Fortis Group Advisors, LLC History Added to 19,039 1,631 0.27% 0.0% 274 +19,024 126826.67% Q4 2025 Feb 06, 2026
Michelson Medical Research Foundation, Inc. History No change 20,100 1,622 1.63% 1.4% 275 0 0.0% Q4 2025 Feb 17, 2026
Independence Wealth Advisors, LLC History New 20,056 1,619 0.91% 276 +20,056 New Q4 2025 Jan 09, 2026
LOOMIS SAYLES & CO L P History No change 20,000 1,614 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 12, 2026
1832 Asset Management L.P. History Added to 19,586 1,581 0.0% 0.0% 278 +1,343 7.36% Q4 2025 Feb 13, 2026
Y.D. More Investments Ltd History Added to 19,503 1,574 0.08% 0.0% 279 +19,300 9507.39% Q4 2025 Jan 21, 2026
Cornerstone Capital, Inc. History No change 19,330 1,560 0.15% 0.15% 280 0 0.0% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History New 19,117 1,543 0.07% 281 +19,117 New Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 19,053 1,538 0.0% 0.0% 282 -4,582 -19.39% Q4 2025 Feb 11, 2026
Raab & Moskowitz Asset Management LLC History Reduced 18,508 1,494 0.33% 0.35% 283 -825 -4.27% Q4 2025 Jan 20, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 18,446 1,493 0.0% 284 +18,446 New Q4 2025 Feb 13, 2026
Pekin Hardy Strauss, Inc. History Added to 18,271 1,475 0.14% 0.04% 285 +12,785 233.05% Q4 2025 Jan 30, 2026
Galilei Investment Office LLP History No change 18,000 1,453 0.68% 0.69% 286 0 0.0% Q4 2025 Feb 11, 2026
Alaska Wealth Advisors, LLC History Reduced 17,840 1,440 0.18% 1.19% 288 -95,469 -84.26% Q4 2025 Feb 13, 2026
Institute for Wealth Management, LLC. History Reduced 17,842 1,440 0.15% 0.15% 287 -213 -1.18% Q4 2025 Jan 27, 2026
TORONTO DOMINION BANK History Added to 17,572 1,414 0.0% 0.0% 289 +16,985 2893.53% Q4 2025 Feb 17, 2026
DV Trading LLC History New 17,094 1,380 0.04% 291 +17,094 New Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History No change 17,100 1,380 0.0% 0.01% 290 0 0.0% Q4 2025 Jan 15, 2026
Curi Capital, LLC History Added to 17,048 1,376 0.02% 0.02% 292 +2,112 14.14% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 17,027 1,374 0.05% 293 +17,027 New Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 16,850 1,364 0.02% 0.02% 294 -1,278 -7.05% Q4 2025 Jan 23, 2026
Stonebridge Financial Planning Group, LLC History Added to 16,862 1,361 0.49% 0.4% 295 +3,446 25.69% Q4 2025 Feb 05, 2026
IFP Advisors, Inc History Reduced 16,849 1,360 0.03% 0.16% 296 -59,976 -78.07% Q4 2025 Feb 06, 2026
NAVELLIER & ASSOCIATES INC History Reduced 16,642 1,343 0.15% 0.16% 297 -3,001 -15.28% Q4 2025 Feb 03, 2026
Private Wealth Advisors, LLC History New 16,622 1,342 0.43% 298 +16,622 New Q4 2025 Feb 06, 2026
Greenwich Wealth Management LLC History Added to 16,561 1,337 0.06% 0.07% 299 +142 0.86% Q4 2025 Feb 10, 2026
Arista Wealth Management, LLC History No change 16,541 1,335 0.16% 0.16% 300 0 0.0% Q4 2025 Feb 09, 2026
Csenge Advisory Group History New 16,440 1,327 0.06% 301 +16,440 New Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 16,421 1,325 0.0% 0.0% 302 +7,879 92.24% Q4 2025 Feb 18, 2026
GUIDANCE CAPITAL, INC History Added to 15,371 1,304 0.32% 0.23% 303 +4,892 46.68% Q4 2025 Jan 23, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Reduced 15,982 1,290 0.5% 0.5% 304 -175 -1.08% Q4 2025 Feb 13, 2026
Breakwater Capital Group History Added to 15,616 1,260 0.18% 0.16% 305 +2,157 16.03% Q4 2025 Jan 09, 2026
JGP Wealth Management, LLC History Added to 15,272 1,233 0.13% 0.1% 306 +4,563 42.61% Q4 2025 Jan 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 15,267 1,232 0.03% 0.03% 307 -510 -3.23% Q4 2025 Jan 07, 2026
Orion Porfolio Solutions, LLC History Added to 15,042 1,214 0.01% 0.0% 308 +11,409 314.04% Q4 2025 Feb 12, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 14,821 1,196 0.08% 0.07% 309 -857 -5.47% Q4 2025 Jan 21, 2026
RAHLFS CAPITAL, LLC History No change 14,760 1,191 0.92% 0.94% 310 0 0.0% Q4 2025 Feb 05, 2026
Genesee Capital Advisors, LLC History Added to 14,550 1,174 0.47% 0.49% 311 +437 3.1% Q4 2025 Jan 16, 2026
Dorsey & Whitney Trust CO LLC History Reduced 14,467 1,168 0.06% 0.07% 312 -2,148 -12.93% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Added to 14,377 1,160 0.04% 0.03% 313 +164 1.15% Q4 2025 Jan 09, 2026
COOPERMAN LEON G History No change 14,305 1,154 0.04% 0.04% 314 0 0.0% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 14,154 1,142 0.0% 0.0% 315 -48 -0.34% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Added to 14,091 1,137 0.01% 0.01% 316 +422 3.09% Q4 2025 Jan 29, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 14,047 1,134 0.84% 0.86% 318 +495 3.65% Q4 2025 Jan 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 14,075 1,134 0.0% 0.0% 317 -485 -3.33% Q4 2025 Feb 13, 2026
Rockingstone Advisors LLC History Added to 14,024 1,132 0.52% 0.55% 319 +45 0.32% Q4 2025 Jan 28, 2026
Parallel Advisors, LLC History Added to 13,850 1,118 0.02% 0.01% 320 +5,817 72.41% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 13,773 1,112 0.0% 321 +13,773 New Q4 2025 Feb 05, 2026
WBH ADVISORY INC History New 13,543 1,093 0.08% 322 +13,543 New Q4 2025 Jan 26, 2026
SteelPeak Wealth, LLC History Reduced 13,527 1,092 0.04% 0.04% 323 -19 -0.14% Q4 2025 Jan 20, 2026
Wilmington Savings Fund Society, FSB History No change 13,492 1,089 0.03% 0.03% 324 0 0.0% Q4 2025 Feb 12, 2026
ALLSTATE CORP History New 13,400 1,081 0.01% 325 +13,400 New Q4 2025 Feb 09, 2026
Aspen Grove Capital, LLC History Reduced 13,339 1,077 0.19% 0.32% 326 -10,280 -43.52% Q4 2025 Feb 17, 2026
South Shore Capital Advisors History New 13,217 1,067 0.78% 327 +13,217 New Q4 2025 Jan 21, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 13,188 1,064 0.04% 0.04% 328 -87 -0.66% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History New 13,156 1,062 0.04% 329 +13,156 New Q4 2025 Feb 04, 2026
Ashton Thomas Private Wealth, LLC History Added to 13,158 1,062 0.03% 0.03% 330 +703 5.64% Q4 2025 Jan 29, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Added to 13,085 1,056 0.66% 0.49% 331 +3,734 39.93% Q4 2025 Feb 24, 2026
SeaBridge Investment Advisors LLC History No change 13,010 1,050 0.17% 0.17% 332 0 0.0% Q4 2025 Jan 26, 2026
Advisory Services Network, LLC History Added to 12,918 1,042 0.01% 0.01% 333 +238 1.88% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 12,600 1,017 0.0% 0.0% 334 -1,500 -10.64% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 11,740 947 0.01% 0.01% 335 +1,415 13.7% Q4 2025 Jan 23, 2026
Strait & Sound Wealth Management LLC History Added to 11,522 930 0.35% 0.35% 336 +107 0.94% Q4 2025 Feb 04, 2026
Brookstone Capital Management History Reduced 11,396 920 0.01% 0.01% 337 -237 -2.04% Q4 2025 Jan 15, 2026
Maridea Wealth Management LLC History Reduced 11,343 915 0.14% 0.15% 338 -433 -3.68% Q4 2025 Jan 08, 2026
Providence First Trust Co History New 11,267 909 0.31% 339 +11,267 New Q4 2025 Feb 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 11,220 905 0.01% 0.01% 340 +16 0.14% Q4 2025 Jan 30, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 10,838 875 0.13% 0.14% 341 0 0.0% Q4 2025 Feb 12, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 10,786 870 0.73% 0.72% 342 -72 -0.66% Q4 2025 Jan 23, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 10,700 863 0.0% 0.0% 343 +3,000 38.96% Q4 2025 Feb 10, 2026
Snowden Capital Advisors LLC History Reduced 10,628 858 0.02% 0.03% 344 -1,255 -10.56% Q4 2025 Feb 17, 2026
SOL Capital Management CO History Added to 10,530 850 0.08% 0.07% 345 +1,000 10.49% Q4 2025 Jan 30, 2026
Israel Discount Bank of New York History Added to 10,468 845 2.3% 2.1% 346 +1,598 18.02% Q4 2025 Jan 28, 2026
iA Global Asset Management Inc. History Reduced 10,262 829 0.01% 0.02% 348 -5,355 -34.29% Q4 2025 Feb 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 10,270 829 0.05% 0.05% 347 +80 0.79% Q4 2025 Feb 10, 2026
METLIFE INC History Reduced 10,155 824 6.78% 7.42% 349 -133 -1.29% Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History Reduced 10,124 817 0.0% 0.01% 350 -14,005 -58.04% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 9,890 798 0.0% 0.0% 351 +2,472 33.32% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Reduced 9,877 797 0.01% 0.01% 352 -230 -2.28% Q4 2025 Feb 02, 2026
Vivaldi Capital Management LP History Added to 9,847 795 0.11% 0.1% 353 +879 9.8% Q4 2025 Feb 13, 2026
GLOBALT Investments LLC / GA History No change 9,783 789 0.03% 0.03% 354 0 0.0% Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History New 9,771 788 0.0% 355 +9,771 New Q4 2025 Feb 03, 2026
Arkadios Wealth Advisors History Added to 9,751 787 0.02% 0.02% 357 +751 8.34% Q4 2025 Feb 13, 2026
Sage Capital Advisors,llc History No change 9,756 787 0.19% 0.19% 356 0 0.0% Q4 2025 Jan 06, 2026
TFB Advisors LLC History Reduced 9,576 773 0.22% 0.22% 358 -6 -0.06% Q4 2025 Feb 13, 2026
STOCK YARDS BANK & TRUST CO History New 9,541 770 0.02% 359 +9,541 New Q4 2025 Jan 21, 2026
CX Institutional History Added to 9,481 766 0.02% 0.02% 360 +214 2.31% Q4 2025 Feb 02, 2026
Verger Capital Management LLC History Reduced 9,360 755 0.22% 0.85% 361 -23,348 -71.38% Q4 2025 Feb 02, 2026
Spire Wealth Management History Reduced 9,213 743 0.02% 0.03% 362 -29 -0.31% Q4 2025 Jan 14, 2026
NWAM LLC History Added to 8,601 724 0.04% 0.03% 363 +877 11.35% Q4 2025 Feb 04, 2026
REBALANCE, LLC History Added to 8,945 722 0.04% 0.04% 364 +994 12.5% Q4 2025 Jan 15, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 8,853 714 0.51% 0.57% 365 -244 -2.68% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 8,677 700 0.01% 0.01% 366 +940 12.15% Q4 2025 Feb 06, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 8,639 697 0.01% 0.01% 367 +300 3.6% Q4 2025 Feb 12, 2026
River Wealth Advisors LLC History No change 8,551 690 0.08% 0.08% 368 0 0.0% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History New 8,478 684 0.01% 370 +8,478 New Q4 2025 Feb 02, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 8,477 684 0.38% 0.57% 369 -1,151 -11.95% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Added to 8,354 674 0.02% 0.02% 371 +1,384 19.86% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History Added to 8,292 672 0.03% 0.06% 372 +1,406 20.42% Q4 2025 Feb 12, 2026
BBR PARTNERS, LLC History Reduced 8,204 662 0.04% 0.04% 373 -32 -0.39% Q4 2025 Feb 11, 2026
Cobblestone Asset Management LLC History New 8,136 656 0.29% 374 +8,136 New Q4 2025 Jan 15, 2026
Regal Investment Advisors LLC History New 8,099 653 0.04% 376 +8,099 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 8,096 653 0.0% 0.0% 375 +695 9.39% Q4 2025 Feb 11, 2026
Moors & Cabot, Inc. History Added to 8,077 652 0.03% 0.03% 377 +85 1.06% Q4 2025 Feb 10, 2026
Baldwin Investment Management, LLC History No change 7,921 639 0.07% 0.07% 378 0 0.0% Q4 2025 Feb 13, 2026
Invst, LLC History New 7,831 632 0.07% 379 +7,831 New Q4 2025 Feb 11, 2026
Rehmann Capital Advisory Group History Added to 7,769 627 0.03% 0.02% 380 +2,882 58.97% Q4 2025 Mar 04, 2026
Composition Wealth, LLC History Reduced 7,709 622 0.01% 0.01% 381 -492 -6.0% Q4 2025 Feb 02, 2026
Tradewinds Capital Management, LLC History Added to 7,686 620 0.13% 0.01% 382 +7,399 2578.05% Q4 2025 Jan 14, 2026
London & Capital Asset Management Ltd History New 7,616 614 0.01% 383 +7,616 New Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 7,547 609 0.0% 0.0% 384 +4,321 133.94% Q4 2025 Feb 13, 2026
Curat Global, LLC History No change 7,457 602 0.67% 0.56% 385 0 0.0% Q4 2025 Feb 06, 2026
Vertex Investment Solutions Co., Ltd. History New 7,400 600 0.59% 386 +7,400 New Q4 2025 Feb 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 7,337 592 0.02% 0.02% 387 0 0.0% Q4 2025 Jan 12, 2026
Capital Wealth Alliance, LLC History Added to 6,478 591 0.25% 0.23% 388 +784 13.77% Q4 2025 Feb 17, 2026
Climber Capital SA History New 7,107 589 0.38% 389 +7,107 New Q4 2025 Feb 03, 2026
Crewe Advisors LLC History No change 7,263 586 0.05% 0.06% 390 0 0.0% Q4 2025 Jan 16, 2026
Midwest Trust Co History Reduced 7,227 583 0.01% 0.01% 391 -673 -8.52% Q4 2025 Feb 04, 2026
F&V Capital Management, LLC History No change 7,205 582 0.12% 0.13% 392 0 0.0% Q4 2025 Mar 26, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 7,182 579 0.01% 0.01% 393 +2,215 44.59% Q4 2025 Jan 29, 2026
Vident Advisory, LLC History Reduced 7,084 571 0.01% 0.01% 395 -398 -5.32% Q4 2025 Feb 18, 2026
MATHER GROUP, LLC. History Added to 7,080 571 0.01% 0.01% 394 +20 0.28% Q4 2025 Jan 13, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Reduced 7,000 565 0.0% 0.01% 396 -9,200 -56.79% Q4 2025 Feb 12, 2026
Avos Capital Management, LLC History No change 7,000 565 0.25% 0.26% 397 0 0.0% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 6,918 558 0.0% 0.0% 398 +1,457 26.68% Q4 2025 Jan 26, 2026
Perigon Wealth Management, LLC History Reduced 6,838 552 0.01% 0.01% 399 -214 -3.03% Q4 2025 Jan 16, 2026
Robertson Stephens Wealth Management, LLC History Added to 6,799 549 0.01% 0.01% 401 +855 14.38% Q4 2025 Feb 02, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 6,803 549 0.0% 0.0% 400 +325 5.02% Q4 2025 Feb 12, 2026
3EDGE Asset Management, LP History Reduced 6,772 546 0.03% 0.06% 402 -6,535 -49.11% Q4 2025 Feb 06, 2026
Integris Wealth Management, LLC History Reduced 6,629 535 0.12% 0.13% 403 -115 -1.71% Q4 2025 Jan 21, 2026
SPROTT INC. History No change 6,620 534 0.02% 0.02% 404 0 0.0% Q4 2025 Feb 12, 2026
Argent Trust Co History No change 6,473 522 0.02% 0.02% 405 0 0.0% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 6,449 520 0.0% 0.0% 406 +285 4.62% Q4 2025 Jan 30, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 6,423 518 0.1% 0.11% 407 0 0.0% Q4 2025 Feb 11, 2026
BCI SECURITIES, INC. History New 6,380 515 4.45% 408 +6,380 New Q4 2025 Feb 17, 2026
REDMONT WEALTH ADVISORS LLC History No change 6,287 507 0.77% 0.7% 409 0 0.0% Q4 2025 Feb 06, 2026
USA FINANCIAL FORMULAS History Added to 6,267 505 0.09% 0.02% 410 +4,597 275.27% Q4 2025 Jan 14, 2026
HBK Sorce Advisory LLC History Reduced 5,645 504 0.01% 0.02% 411 -3,697 -39.57% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Reduced 6,230 503 0.02% 0.02% 412 -510 -7.57% Q4 2025 Jan 21, 2026
Quantbot Technologies LP History New 6,196 500 0.02% 413 +6,196 New Q4 2025 Feb 10, 2026
GeoWealth Management, LLC History New 6,178 498 0.02% 414 +6,178 New Q4 2025 Feb 17, 2026
Sharp Wealth Advisory, LLC History Added to 6,162 497 0.25% 0.25% 415 +456 7.99% Q4 2025 Jan 16, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 6,108 493 0.0% 0.0% 416 +3,609 144.42% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 6,117 493 0.01% 0.01% 418 +518 9.25% Q4 2025 Jan 29, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 6,108 493 0.02% 0.02% 417 -23 -0.38% Q4 2025 Feb 13, 2026
TrinityBridge Ltd History Added to 6,050 488 0.01% 0.01% 419 +750 14.15% Q4 2025 Feb 10, 2026
Fort Sheridan Advisors LLC History Reduced 6,020 486 0.06% 0.06% 420 -7 -0.12% Q4 2025 Feb 10, 2026
Texas Yale Capital Corp. History No change 5,999 484 0.01% 0.02% 421 0 0.0% Q4 2025 Feb 10, 2026
Spectrum Asset Management, Inc. (NB/CA) History New 5,930 478 0.16% 423 +5,930 New Q4 2025 Jan 26, 2026
Atria Investments, Inc History Added to 5,924 478 0.01% 0.0% 422 +852 16.8% Q4 2025 Feb 05, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 5,801 468 0.02% 0.02% 424 -428 -6.87% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 5,701 460 0.01% 0.02% 425 +1,958 52.31% Q4 2025 Feb 17, 2026
Boltwood Capital Management History Added to 5,625 454 0.12% 0.11% 426 +400 7.66% Q4 2025 Jan 02, 2026
Empirical Asset Management, LLC History Added to 5,537 447 0.13% 0.12% 427 +77 1.41% Q4 2025 Feb 06, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 5,500 444 0.0% 0.0% 428 -25,544 -82.28% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Added to 5,315 429 0.03% 0.01% 429 +2,750 107.21% Q4 2025 Feb 10, 2026
Perfromance Wealth Partners, LLC History No change 5,290 427 0.01% 0.01% 430 0 0.0% Q4 2025 Jan 21, 2026
Y-Intercept (Hong Kong) Ltd History New 5,278 426 0.01% 431 +5,278 New Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Added to 5,232 422 0.01% 0.01% 432 +137 2.69% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Reduced 5,201 419 0.0% 0.0% 433 -193 -3.58% Q4 2025 Feb 12, 2026
Mill Creek Capital Advisors, LLC History Added to 5,164 416 0.01% 0.01% 434 +134 2.66% Q4 2025 Feb 13, 2026
Woodline Partners LP History New 5,141 415 0.0% 435 +5,141 New Q4 2025 Feb 17, 2026
Retirement Planning Group, LLC History Reduced 5,140 414 0.01% 0.01% 436 -10 -0.19% Q4 2025 Feb 03, 2026
Beacon Pointe Advisors, LLC History Reduced 5,057 408 0.0% 0.01% 437 -2,763 -35.33% Q4 2025 Feb 18, 2026
SAX WEALTH ADVISORS, LLC History Added to 5,019 405 0.02% 0.01% 438 +2,060 69.62% Q4 2025 Jan 12, 2026
Quarry LP History New 5,000 403 0.06% 439 +5,000 New Q4 2025 Feb 13, 2026
MBA Advisors LLC History Added to 4,957 400 0.16% 0.17% 440 +51 1.04% Q4 2025 Jan 21, 2026
Magnus Financial Group LLC History New 4,933 398 0.03% 442 +4,933 New Q4 2025 Jan 07, 2026
CASTLEARK MANAGEMENT LLC History New 4,930 398 0.01% 441 +4,930 New Q4 2025 Feb 13, 2026
WEALTHGARDEN F.S. LLC History Added to 4,573 387 0.26% 0.15% 443 +2,106 85.37% Q4 2025 Feb 11, 2026
Beaumont Financial Advisors, LLC History Reduced 4,793 386 0.03% 0.03% 444 -1,611 -25.16% Q4 2025 Jan 16, 2026
CWM, LLC History Added to 4,701 380 0.0% 0.0% 445 +874 22.84% Q4 2025 Jan 26, 2026
Colonial Trust Co / SC History Reduced 4,702 380 0.05% 0.05% 446 -90 -1.88% Q4 2025 Feb 12, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Reduced 2,000 372 0.09% 0.06% 447 -1,300 -39.39% Q4 2025 Feb 12, 2026
Burford Brothers, Inc. History Reduced 4,568 368 0.15% 0.16% 448 -35 -0.76% Q4 2025 Feb 05, 2026
Wellington Shields Capital Management, LLC History Added to 4,550 367 0.05% 0.05% 449 +350 8.33% Q4 2025 Feb 09, 2026
Ausdal Financial Partners, Inc. History New 4,543 366 0.02% 450 +4,543 New Q4 2025 Feb 13, 2026
Trivium Point Advisory, LLC History Reduced 4,503 363 0.04% 0.04% 451 -142 -3.06% Q4 2025 Jan 26, 2026
EVOKE WEALTH, LLC History New 4,477 361 0.01% 454 +4,477 New Q4 2025 Feb 06, 2026
Financial Engines Advisors L.L.C. History Added to 4,483 361 0.0% 0.0% 452 +368 8.94% Q4 2025 Feb 12, 2026
Narus Financial Partners, LLC History Added to 4,472 361 0.1% 0.1% 453 +115 2.64% Q4 2025 Feb 09, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 4,419 356 0.05% 0.03% 455 +1,508 51.8% Q4 2025 Feb 17, 2026
Viewpoint Capital Management LLC History Reduced 4,407 355 0.15% 0.19% 456 -875 -16.57% Q4 2025 Feb 11, 2026
Worth Asset Management, LLC History Added to 4,408 355 0.15% 0.15% 457 +322 7.88% Q4 2025 Jan 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 4,352 351 0.01% 0.0% 458 +4,134 1896.33% Q4 2025 Feb 12, 2026
Clark Asset Management, LLC History Added to 4,326 349 0.04% 0.04% 459 +388 9.85% Q4 2025 Jan 27, 2026
Resolute Advisors LLC History Added to 4,310 347 0.11% 0.08% 460 +623 16.9% Q4 2025 Feb 11, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 4,292 346 0.02% 0.02% 461 0 0.0% Q4 2025 Jan 07, 2026
Edge Wealth Management LLC History No change 4,256 343 0.06% 0.06% 462 0 0.0% Q4 2025 Jan 12, 2026
Donor Advised Charitable Giving, Inc. History No change 4,196 338 0.01% 0.01% 463 0 0.0% Q4 2025 Jan 23, 2026
HOLDERNESS INVESTMENTS CO History Reduced 4,159 335 0.07% 0.07% 464 -205 -4.7% Q4 2025 Feb 10, 2026
LYELL WEALTH MANAGEMENT, LP History No change 4,128 333 0.02% 0.02% 465 0 0.0% Q4 2025 Feb 12, 2026
Tranquilli Financial Advisor LLC History Reduced 4,113 332 0.19% 0.2% 466 -35 -0.84% Q4 2025 Jan 27, 2026
Yoffe Investment Management, LLC History No change 4,083 329 0.42% 0.43% 467 0 0.0% Q4 2025 Jan 26, 2026
WestEnd Advisors, LLC History Added to 4,069 328 0.01% 0.01% 468 +1,217 42.67% Q4 2025 Jan 27, 2026
Ignite Planners, LLC History Added to 3,837 328 0.05% 0.04% 470 +1,102 40.29% Q4 2025 Feb 06, 2026
WealthShield Partners, LLC History Reduced 4,065 328 0.04% 0.04% 469 -376 -8.47% Q4 2025 Feb 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 4,051 327 0.02% 0.03% 471 -250 -5.81% Q4 2025 Jan 07, 2026
Freestone Capital Holdings, LLC History Added to 4,060 327 0.01% 0.01% 472 +130 3.31% Q4 2025 Jan 23, 2026
Cerro Pacific Wealth Advisors LLC History Added to 4,044 326 0.09% 0.09% 473 +149 3.83% Q4 2025 Feb 02, 2026
Embree Financial Group History Added to 4,044 326 0.04% 0.04% 474 +141 3.61% Q4 2025 Jan 14, 2026
TORNO CAPITAL, LLC History New 4,000 322 0.07% 475 +4,000 New Q4 2025 Feb 17, 2026
Birnam Oak Advisors, LP History No change 4,000 322 0.07% 0.07% 476 0 0.0% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History No change 3,972 320 0.0% 0.0% 477 0 0.0% Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 3,921 316 0.0% 0.0% 478 +974 33.05% Q4 2025 Feb 13, 2026
BFI Infinity Ltd. History Reduced 3,923 316 0.2% 0.25% 479 -815 -17.2% Q4 2025 Jan 14, 2026
Finley Financial, LLC History Added to 3,890 314 0.14% 0.1% 480 +1,100 39.43% Q4 2025 Jan 21, 2026
Patten Group, Inc. History New 3,887 313 0.06% 481 +3,887 New Q4 2025 Jan 23, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 3,870 312 0.03% 0.03% 482 +171 4.62% Q4 2025 Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC History New 3,857 311 0.01% 483 +3,857 New Q4 2025 Feb 17, 2026
180 WEALTH ADVISORS, LLC History Reduced 3,823 308 0.04% 0.04% 484 -524 -12.05% Q4 2025 Jan 09, 2026
GP Brinson Investments LLC History No change 3,750 302 0.13% 0.12% 485 0 0.0% Q4 2025 Jan 02, 2026
Evelyn Partners Asset Management Ltd History No change 3,750 302 0.07% 0.07% 486 0 0.0% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 3,725 300 0.0% 0.0% 487 -351 -8.61% Q4 2025 Feb 12, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 3,692 298 0.03% 0.03% 488 0 0.0% Q4 2025 Jan 26, 2026
B. Riley Wealth Advisors, Inc. History Added to 3,646 294 0.01% 0.01% 490 +860 30.87% Q4 2025 Feb 17, 2026
HOWE & RUSLING INC History Added to 3,644 294 0.02% 0.02% 489 +713 24.33% Q4 2025 Feb 17, 2026
Balentine LLC History Added to 3,617 292 0.01% 0.01% 491 +152 4.39% Q4 2025 Feb 02, 2026
Moneda S.A. Administradora General de Fondos History Added to 3,609 291 0.26% 0.27% 492 +616 20.58% Q4 2025 Feb 17, 2026
ABBINGTON INVESTMENT GROUP History Added to 3,607 291 0.2% 0.25% 493 +4 0.11% Q4 2025 Jan 26, 2026
L. Roy Papp & Associates, LLP History Reduced 3,555 287 0.03% 0.03% 494 -47 -1.3% Q4 2025 Jan 28, 2026
Clearstead Advisors, LLC History No change 3,553 286 0.0% 0.0% 495 0 0.0% Q4 2025 Feb 09, 2026
Harbour Capital Advisors, LLC History No change 3,525 286 0.06% 0.06% 496 0 0.0% Q4 2025 Jan 07, 2026
Bison Wealth, LLC History New 3,517 285 0.03% 497 +3,517 New Q4 2025 Mar 24, 2026
Glen Eagle Advisors, LLC History Added to 3,541 285 0.04% 0.04% 498 +168 4.98% Q4 2025 Feb 13, 2026
Sentry LLC History No change 3,456 279 0.08% 0.07% 499 0 0.0% Q4 2025 Jan 16, 2026
Bank Pictet & Cie (Europe) AG History No change 3,440 277 0.01% 0.01% 500 0 0.0% Q4 2025 Jan 16, 2026
Capital Investment Advisors, LLC History Reduced 3,429 276 0.0% 0.0% 501 -32 -0.92% Q4 2025 Jan 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History New 2,941 273 0.1% 502 +2,941 New Q4 2025 Feb 12, 2026
Mission Creek Capital Partners, Inc. History Reduced 3,327 268 0.05% 0.06% 503 -517 -13.45% Q4 2025 Feb 12, 2026
MGB Wealth Management, LLC History Added to 3,257 263 0.08% 0.07% 504 +120 3.83% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Added to 3,151 261 0.01% 0.01% 505 +16 0.51% Q4 2025 Jan 08, 2026
Belvedere Trading LLC History New 3,230 260 0.0% 506 +3,230 New Q4 2025 Feb 10, 2026
Allie Family Office LLC History No change 3,229 260 0.12% 0.12% 507 0 0.0% Q4 2025 Feb 13, 2026
Ranch Capital Advisors Inc. History Added to 3,215 259 0.1% 0.1% 508 +8 0.25% Q4 2025 Feb 05, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 3,179 256 0.0% 0.0% 509 0 0.0% Q4 2025 Feb 12, 2026
Legacy Edge Advisors, LLC History New 3,157 254 0.03% 510 +3,157 New Q4 2025 Feb 02, 2026
OpenArc Corporate Advisory, LLC History New 3,154 254 0.0% 511 +3,154 New Q4 2025 Feb 13, 2026
Balefire, LLC History New 3,142 253 0.05% 512 +3,142 New Q4 2025 Jan 12, 2026
North Forty Two & Co. History No change 3,125 252 0.24% 0.24% 513 0 0.0% Q4 2025 Feb 09, 2026
Strategic Blueprint, LLC History New 3,107 250 0.01% 514 +3,107 New Q4 2025 Jan 30, 2026
BlackDiamond Wealth Management, LLC History New 2,746 250 0.12% 515 +2,746 New Q4 2025 Feb 10, 2026
WESPAC Advisors, LLC History New 3,080 248 0.13% 516 +3,080 New Q4 2025 Jan 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History New 3,076 248 0.06% 517 +3,076 New Q4 2025 Jan 09, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 3,070 247 0.03% 0.03% 518 +120 4.07% Q4 2025 Feb 09, 2026
Sigma Planning Corp History New 3,032 244 0.01% 519 +3,032 New Q4 2025 Jan 30, 2026
Professional Financial Advisors, LLC History New 3,031 244 0.05% 520 +3,031 New Q4 2025 Jan 15, 2026
Accurate Wealth Management, LLC History New 2,883 243 0.03% 521 +2,883 New Q4 2025 Jan 14, 2026
Stablepoint Partners, LLC History Reduced 3,007 242 0.04% 0.04% 522 -167 -5.26% Q4 2025 Jan 13, 2026
Asempa Wealth Advisors History New 2,962 239 0.21% 524 +2,962 New Q4 2025 Jan 08, 2026
Sunesis Advisors, LLC History No change 2,964 239 0.11% 0.11% 523 0 0.0% Q4 2025 Feb 02, 2026
Hamilton Wealth, LLC History Added to 2,952 238 0.05% 0.05% 525 +4 0.14% Q4 2025 Feb 19, 2026
Copia Wealth Management History No change 2,950 238 0.17% 0.18% 526 0 0.0% Q4 2025 Feb 06, 2026
Analyst IMS Investment Management Services Ltd. History New 2,913 235 0.01% 527 +2,913 New Q4 2025 Jan 20, 2026
Valeo Financial Advisors, LLC History No change 2,918 235 0.01% 0.01% 528 0 0.0% Q4 2025 Feb 04, 2026
TPG Financial Advisors, LLC History New 2,893 233 0.08% 529 +2,893 New Q4 2025 Feb 06, 2026
Brookwood Investment Group LLC History Added to 2,885 232 0.03% 0.03% 530 +58 2.05% Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History No change 2,867 231 0.02% 0.02% 531 0 0.0% Q4 2025 Jan 26, 2026
Alteri Wealth LLC History Added to 2,861 230 0.07% 0.07% 533 +150 5.53% Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 2,849 230 0.0% 0.0% 532 +129 4.74% Q4 2025 Jan 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 2,827 228 0.0% 0.0% 536 +119 4.39% Q4 2025 Feb 02, 2026
Royal Harbor Partners, LLC History Added to 2,831 228 0.08% 0.07% 535 +99 3.62% Q4 2025 Feb 19, 2026
Evercore Wealth Management, LLC History No change 2,830 228 0.0% 0.0% 534 0 0.0% Q4 2025 Feb 17, 2026
Tradition Wealth Management, LLC History Added to 2,811 226 0.02% 0.02% 537 +22 0.79% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Reduced 2,765 223 0.0% 0.0% 538 -350 -11.24% Q4 2025 Feb 13, 2026
SAXON INTERESTS, INC. History Reduced 2,759 222 0.08% 0.22% 539 -4,563 -62.32% Q4 2025 Feb 13, 2026
RiverFront Investment Group, LLC History Added to 2,734 220 0.0% 0.0% 540 +114 4.35% Q4 2025 Feb 05, 2026
Centric Wealth Management History Added to 2,539 218 0.05% 0.05% 541 +4 0.16% Q4 2025 Feb 04, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 2,665 215 0.1% 0.11% 542 -124 -4.45% Q4 2025 Jan 16, 2026
Freedom Investment Management, Inc. History New 2,596 209 0.06% 543 +2,596 New Q4 2025 Feb 06, 2026
Biltmore Family Office, LLC History Added to 2,600 209 0.03% 0.03% 544 +210 8.79% Q4 2025 Feb 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 2,580 208 0.02% 545 +2,580 New Q4 2025 Jan 23, 2026
Essex Financial Services, Inc. History Reduced 2,555 206 0.01% 0.01% 546 -185 -6.75% Q4 2025 Feb 10, 2026
Trilogy Capital Inc. History Reduced 2,556 206 0.01% 0.01% 548 -41 -1.58% Q4 2025 Jan 22, 2026
Prospera Financial Services Inc History Added to 2,559 206 0.0% 0.0% 547 +32 1.27% Q4 2025 Feb 09, 2026
17 CAPITAL PARTNERS, LLC History Reduced 2,550 205 0.11% 0.11% 549 -28 -1.09% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History No change 2,538 204 0.02% 0.01% 550 0 0.0% Q4 2025 Feb 17, 2026
PHILADELPHIA TRUST CO History No change 2,500 202 0.01% 0.01% 551 0 0.0% Q4 2025 Feb 12, 2026
CSS LLC/IL History New 2,500 201 0.01% 552 +2,500 New Q4 2025 Feb 17, 2026
Mengis Capital Management, Inc. History New 2,500 201 0.04% 553 +2,500 New Q4 2025 Mar 05, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 2,489 200 0.06% 0.07% 554 -449 -15.28% Q4 2025 Feb 10, 2026
Activest Wealth Management History Added to 2,356 190 0.04% 0.02% 555 +1,129 92.01% Q4 2025 Jan 30, 2026
Allspring Global Investments Holdings, LLC History No change 2,243 182 0.0% 0.0% 556 0 0.0% Q4 2025 Jan 15, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 2,113 170 0.04% 0.04% 557 +220 11.62% Q4 2025 Feb 17, 2026
Ameliora Wealth Management Ltd. History No change 2,100 169 0.05% 0.06% 558 0 0.0% Q4 2025 Jan 21, 2026
MAI Capital Management History Added to 2,076 167 0.0% 0.0% 559 +1,173 129.9% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 2,036 164 0.0% 0.0% 560 -923 -31.19% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Added to 1,826 147 0.0% 0.0% 561 +471 34.76% Q4 2025 Feb 03, 2026
Osbon Capital Management LLC History New 1,804 145 0.14% 562 +1,804 New Q4 2025 Mar 16, 2026
Piscataqua Savings Bank History New 1,764 142 0.1% 564 +1,764 New Q4 2025 Jan 16, 2026
WHITTIER TRUST CO History No change 1,719 142 0.0% 0.0% 563 0 0.0% Q4 2025 Jan 26, 2026
Vinland Capital Management Gestora de Recursos LTDA. History New 312 138 1.69% 565 +312 New Q4 2025 Feb 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,620 130 0.0% 0.0% 566 +1,539 1900.0% Q4 2025 Feb 09, 2026
Elyxium Wealth, LLC History New 1,549 125 0.03% 568 +1,549 New Q4 2025 Feb 05, 2026
TCTC Holdings, LLC History No change 1,550 125 0.0% 0.0% 567 0 0.0% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Added to 1,542 124 0.0% 0.0% 569 +831 116.88% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 1,526 123 0.0% 0.0% 570 +149 10.82% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Added to 1,509 121 0.0% 0.0% 571 +478 46.36% Q4 2025 Feb 13, 2026
Rosenberg Matthew Hamilton History No change 1,500 121 0.03% 0.03% 572 0 0.0% Q4 2025 Jan 05, 2026
Bank of New Hampshire History New 1,480 119 0.03% 573 +1,480 New Q4 2025 Mar 16, 2026
Banque Cantonale Vaudoise History Added to 1,453 117 0.0% 0.0% 574 +95 7.0% Q4 2025 Feb 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 1,448 116 0.0% 0.0% 575 +595 69.75% Q4 2025 Jan 14, 2026
Intesa Sanpaolo Wealth Management History New 1,420 114 0.02% 576 +1,420 New Q4 2025 Feb 12, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 1,345 108 0.04% 0.04% 577 0 0.0% Q4 2025 Feb 13, 2026
CITY HOLDING CO History Added to 1,300 104 0.01% 0.01% 578 +300 30.0% Q4 2025 Jan 22, 2026
Register Financial Advisors LLC History Added to 1,281 103 0.04% 0.04% 579 +22 1.75% Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History Added to 1,175 97 0.02% 0.0% 581 +1,085 1205.56% Q4 2025 Jan 29, 2026
Capital Analysts, LLC History Reduced 1,196 97 0.0% 0.0% 580 -120 -9.12% Q4 2025 Feb 11, 2026
Evelyn Partners Investment Management LLP History No change 1,100 88 0.0% 0.0% 582 0 0.0% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 1,082 87 0.0% 0.0% 583 +285 35.76% Q4 2025 Jan 23, 2026
ALLIANZ SE History No change 1,010 81 0.0% 0.0% 584 0 0.0% Q4 2025 Feb 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 869 78 0.05% 0.05% 585 0 0.0% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Added to 954 77 0.01% 586 +950 23750.0% Q4 2025 Jan 21, 2026
SIT INVESTMENT ASSOCIATES INC History No change 880 71 0.09% 0.0% 587 0 0.0% Q4 2025 Feb 25, 2026
Hurley Capital, LLC History No change 855 69 0.04% 0.04% 588 0 0.0% Q4 2025 Feb 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History New 850 68 0.03% 590 +850 New Q4 2025 Feb 12, 2026
Colonial Trust Advisors History New 846 68 0.01% 589 +846 New Q4 2025 Feb 12, 2026
CVA Family Office, LLC History No change 837 67 0.01% 0.01% 591 0 0.0% Q4 2025 Jan 12, 2026
Banque Transatlantique SA History No change 801 65 0.0% 0.0% 592 0 0.0% Q4 2025 Feb 26, 2026
Private Wealth Management Group, LLC History New 800 64 0.02% 595 +800 New Q4 2025 Jan 23, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 804 64 0.02% 0.02% 593 -230 -22.24% Q4 2025 Jan 23, 2026
Indiana Trust & Investment Management Co History No change 800 64 0.02% 0.02% 594 0 0.0% Q4 2025 Jan 21, 2026
AdvisorNet Financial, Inc History Added to 769 62 0.0% 0.0% 597 +280 57.26% Q4 2025 Jan 20, 2026
HUNTINGTON NATIONAL BANK History Added to 775 62 0.0% 0.0% 596 +55 7.64% Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 732 59 0.0% 598 +732 New Q4 2025 Jan 21, 2026
LFA - Lugano Financial Advisors SA History Added to 696 56 0.03% 0.02% 600 +172 32.82% Q4 2025 Jan 29, 2026
Legacy Bridge, LLC History No change 700 56 0.02% 0.02% 599 0 0.0% Q4 2025 Jan 23, 2026
GAMMA Investing LLC History No change 683 55 0.0% 0.0% 601 0 0.0% Q4 2025 Jan 05, 2026
Golden State Wealth Management, LLC History Reduced 672 54 0.01% 0.01% 602 -56 -7.69% Q4 2025 Feb 13, 2026
Triumph Capital Management History New 667 53 0.01% 603 +667 New Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 660 53 0.0% 604 +660 New Q4 2025 Feb 03, 2026
Front Row Advisors LLC History No change 590 47 0.02% 0.02% 605 0 0.0% Q4 2025 Feb 12, 2026
AlphaCore Capital LLC History Reduced 578 46 0.0% 0.0% 606 -24 -3.99% Q4 2025 Feb 05, 2026
TOTH FINANCIAL ADVISORY CORP History New 542 43 0.0% 607 +542 New Q4 2025 Jan 20, 2026
Private Wealth Asset Management, LLC History No change 537 43 0.0% 0.01% 608 0 0.0% Q4 2025 Feb 10, 2026
Glass Jacobson Investment Advisors llc History Reduced 506 40 0.01% 0.02% 611 -323 -38.96% Q4 2025 Jan 22, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 500 40 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 09, 2026
Nalls Sherbakoff Group, LLC History No change 500 40 0.03% 0.03% 610 0 0.0% Q4 2025 Mar 12, 2026
Wealth Preservation Advisors, LLC History No change 487 39 0.02% 0.02% 612 0 0.0% Q4 2025 Feb 23, 2026
Legacy Wealth Managment, LLC/ID History No change 495 39 0.02% 0.02% 613 0 0.0% Q4 2025 Feb 03, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 480 38 0.02% 0.02% 614 0 0.0% Q4 2025 Feb 13, 2026
Breakwater Investment Management History No change 464 37 0.01% 0.01% 615 0 0.0% Q4 2025 Feb 02, 2026
Parvin Asset Management, LLC History New 445 35 0.03% 618 +445 New Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 434 35 0.0% 0.0% 616 -23 -5.03% Q4 2025 Feb 06, 2026
American Capital Advisory, LLC History No change 438 35 0.02% 0.02% 617 0 0.0% Q4 2025 Jan 30, 2026
SOA Wealth Advisors, LLC. History Added to 425 34 0.01% 0.01% 620 +6 1.43% Q4 2025 Jan 20, 2026
JNBA Financial Advisors History No change 431 34 0.0% 0.0% 619 0 0.0% Q4 2025 Jan 26, 2026
Fortitude Family Office, LLC History New 420 33 0.01% 621 +420 New Q4 2025 Jan 15, 2026
Financial Perspectives, Inc History No change 410 33 0.01% 0.01% 622 0 0.0% Q4 2025 Jan 28, 2026
MidFirst Bank History New 402 32 0.0% 625 +402 New Q4 2025 Feb 25, 2026
Arax Advisory Partners History New 401 32 0.0% 624 +401 New Q4 2025 Feb 13, 2026
TRUST CO OF VERMONT History No change 399 32 0.0% 0.0% 623 0 0.0% Q4 2025 Jan 16, 2026
4Thought Financial Group Inc. History New 384 31 0.02% 626 +384 New Q4 2025 Jan 29, 2026
Rossby Financial, LCC History Added to 385 31 0.01% 627 +374 3400.0% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History New 373 30 0.0% 628 +373 New Q4 2025 Jan 16, 2026
Cherry Tree Wealth Management, LLC History No change 381 30 0.01% 0.01% 629 0 0.0% Q4 2025 Feb 10, 2026
Geneos Wealth Management Inc. History New 358 28 0.0% 631 +358 New Q4 2025 Jan 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 348 28 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 03, 2026
CDKV HOLDINGS LLC History New 335 27 0.02% 634 +335 New Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 329 27 0.0% 0.0% 632 0 0.0% Q4 2025 Feb 09, 2026
LRI Investments, LLC History No change 341 27 0.0% 0.0% 633 0 0.0% Q4 2025 Feb 04, 2026
FSA Advisors, Inc. History New 25,076 25 0.02% 636 +25,076 New Q4 2025 Feb 02, 2026
Game Plan Financial Advisors, LLC History New 322 25 0.01% 635 +322 New Q4 2025 Jan 14, 2026
NVWM, LLC History New 300 24 0.01% 637 +300 New Q4 2025 Jan 20, 2026
McIlrath & Eck, LLC History No change 295 23 0.0% 0.0% 638 0 0.0% Q4 2025 Feb 03, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 287 23 0.01% 0.01% 639 0 0.0% Q4 2025 Feb 06, 2026
IFC & Insurance Marketing, Inc. History New 271 22 0.02% 640 +271 New Q4 2025 Feb 12, 2026
Beacon Financial Strategies CORP History New 250 20 0.01% 641 +250 New Q4 2025 Jan 12, 2026
Bank & Trust Co History New 236 19 0.01% 642 +236 New Q4 2025 Jan 13, 2026
WEBSTER BANK, N. A. History No change 216 17 0.0% 0.0% 643 0 0.0% Q4 2025 Jan 23, 2026
Delos Wealth Advisors, LLC History No change 204 16 0.01% 0.01% 644 0 0.0% Q4 2025 Feb 17, 2026
ORG Wealth Partners, LLC History No change 202 16 0.0% 0.0% 645 0 0.0% Q4 2025 Jan 14, 2026
Lodestone Wealth Management LLC History New 197 15 0.01% 646 +197 New Q4 2025 Jan 15, 2026
Greykasell Wealth Strategies, Inc. History New 195 15 0.01% 647 +195 New Q4 2025 Feb 11, 2026
Miller Capital Partners, Inc. History New 189 15 0.01% 648 +189 New Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Reduced 178 14 0.0% 0.0% 649 -37 -17.21% Q4 2025 Feb 06, 2026
Aventura Private Wealth, LLC History No change 177 14 0.01% 0.01% 650 0 0.0% Q4 2025 Jan 07, 2026
CONQUIS FINANCIAL LLC History New 165 13 0.01% 652 +165 New Q4 2025 Feb 11, 2026
Smithfield Trust Co History No change 152 13 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 09, 2026
ATLAS CAPITAL ADVISORS INC. History New 151 12 0.0% 653 +151 New Q4 2025 Feb 13, 2026
Covestor Ltd History Reduced 151 12 0.01% 0.01% 655 -15 -9.04% Q4 2025 Feb 06, 2026
GPS Wealth Strategies Group, LLC History No change 154 12 0.01% 0.0% 654 0 0.0% Q4 2025 Feb 06, 2026
Bollard Group LLC History Added to 139 11 0.0% 0.0% 656 +5 3.73% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History No change 148 11 0.0% 0.0% 657 0 0.0% Q4 2025 Jan 29, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 138 11 0.03% 0.03% 658 0 0.0% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History New 134 10 0.0% 661 +134 New Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 131 10 0.0% 0.0% 662 +72 122.03% Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History Added to 125 10 0.01% 0.01% 663 +35 38.89% Q4 2025 Feb 10, 2026
SouthState Bank Corp History Added to 127 10 0.0% 0.0% 659 +10 8.55% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History No change 136 10 0.0% 0.0% 660 0 0.0% Q4 2025 Feb 04, 2026
FEDERATED HERMES, INC. History Reduced 108 8 0.0% 0.0% 665 -123 -53.25% Q4 2025 Feb 12, 2026
Stone House Investment Management, LLC History New 105 8 0.0% 667 +105 New Q4 2025 Jan 21, 2026
MONTAG A & ASSOCIATES INC History No change 102 8 0.0% 0.0% 664 0 0.0% Q4 2025 Feb 02, 2026
CHELSEA COUNSEL CO History No change 103 8 0.0% 0.0% 666 0 0.0% Q4 2025 Feb 24, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 97 7 0.0% 0.01% 668 -101 -51.01% Q4 2025 Feb 10, 2026
MASECO LLP History New 87 7 0.0% 669 +87 New Q4 2025 Jan 22, 2026
Bangor Savings Bank History New 83 6 0.0% 670 +83 New Q4 2025 Jan 16, 2026
Portfolio Resources Advisor Group, Inc. History New 83 6 0.01% 675 +83 New Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History New 81 6 0.0% 676 +81 New Q4 2025 Feb 17, 2026
Newbridge Financial Services Group, Inc. History New 79 6 0.0% 674 +79 New Q4 2025 Jan 21, 2026
FAS Wealth Partners, Inc. History Added to 81 6 0.0% 0.0% 672 +32 65.31% Q4 2025 Feb 18, 2026
KELLEHER FINANCIAL ADVISORS History No change 81 6 0.0% 0.0% 671 0 0.0% Q4 2025 Jan 20, 2026
Avion Wealth History No change 81 6 0.0% 0.0% 673 0 0.0% Q4 2025 Jan 23, 2026
Center for Financial Planning, Inc. History New 65 5 0.0% 680 +65 New Q4 2025 Feb 05, 2026
Coston, McIsaac & Partners History Added to 67 5 0.0% 0.0% 681 +24 55.81% Q4 2025 Feb 03, 2026
Mascoma Wealth Management LLC History No change 70 5 0.0% 0.0% 677 0 0.0% Q4 2025 Feb 04, 2026
Steigerwald, Gordon & Koch Inc. History No change 63 5 0.0% 0.0% 678 0 0.0% Q4 2025 Jan 23, 2026
Realta Investment Advisors History No change 68 5 0.0% 0.0% 679 0 0.0% Q4 2025 Jan 20, 2026
Caitlin John, LLC History New 60 4 0.0% 692 +60 New Q4 2025 Feb 18, 2026
Kingdom Financial Group LLC. History New 53 4 0.0% 691 +53 New Q4 2025 Feb 06, 2026
CENTRAL TRUST Co History New 50 4 0.0% 683 +50 New Q4 2025 Feb 02, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 50 4 0.0% 684 +50 New Q4 2025 Jan 27, 2026
CULLEN/FROST BANKERS, INC. History Added to 54 4 0.0% 0.0% 682 +2 3.85% Q4 2025 Feb 06, 2026
Bogart Wealth, LLC History Added to 62 4 0.0% 0.0% 688 +2 3.33% Q4 2025 Jan 30, 2026
PROFFITT & GOODSON INC History No change 51 4 0.0% 0.0% 685 0 0.0% Q4 2025 Jan 27, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 50 4 0.0% 0.0% 686 0 0.0% Q4 2025 Jan 26, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 58 4 0.0% 0.0% 687 0 0.0% Q4 2025 Feb 05, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 50 4 0.0% 0.0% 689 0 0.0% Q4 2025 Jan 23, 2026
SJS Investment Consulting Inc. History No change 50 4 0.0% 0.0% 690 0 0.0% Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Reduced 40 3 0.0% 0.0% 693 -1,294 -97.0% Q4 2025 Feb 02, 2026
SHP Wealth Management History New 48 3 0.0% 696 +48 New Q4 2025 Mar 04, 2026
Cornerstone Planning Group LLC History New 46 3 0.0% 697 +46 New Q4 2025 Feb 02, 2026
Olistico Wealth, LLC History New 43 3 0.0% 699 +43 New Q4 2025 Jan 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 42 3 0.0% 694 +42 New Q4 2025 Feb 13, 2026
McMillan Office, Inc. History New 39 3 0.0% 702 +39 New Q4 2025 Feb 12, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 42 3 0.0% 0.0% 701 +2 5.0% Q4 2025 Feb 17, 2026
Jackson Hole Capital Partners, LLC History No change 47 3 0.0% 0.0% 695 0 0.0% Q4 2025 Jan 30, 2026
WOLFF WIESE MAGANA LLC History No change 47 3 0.0% 0.0% 698 0 0.0% Q4 2025 Jan 14, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 44 3 0.0% 0.0% 700 0 0.0% Q4 2025 Jan 22, 2026
Founders Financial Alliance, LLC History Reduced 26 2 0.0% 0.0% 706 -100 -79.37% Q4 2025 Feb 12, 2026
Hilton Head Capital Partners, LLC History New 35 2 0.0% 709 +35 New Q4 2025 Feb 11, 2026
Keating Financial Advisory Services, Inc. History New 25 2 0.0% 708 +25 New Q4 2025 Feb 09, 2026
NBC SECURITIES, INC. History No change 37 2 0.0% 0.0% 703 0 0.0% Q4 2025 Jan 29, 2026
Asset Dedication, LLC History No change 34 2 0.0% 0.0% 704 0 0.0% Q4 2025 Jan 26, 2026
Salomon & Ludwin, LLC History No change 26 2 0.0% 0.0% 705 0 0.0% Q4 2025 Jan 28, 2026
Hughes Financial Services, LLC History No change 29 2 0.0% 0.0% 707 0 0.0% Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History Reduced 22 1 0.0% 0.01% 711 -1,079 -98.0% Q4 2025 Feb 20, 2026
Orion Capital Management LLC History Reduced 13 1 0.0% 0.0% 712 -23 -63.89% Q4 2025 Feb 03, 2026
Park Place Capital Corp History New 22 1 0.0% 713 +22 New Q4 2025 Jan 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 20 1 0.0% 0.0% 710 0 0.0% Q4 2025 Jan 30, 2026
WPG Advisers, LLC History No change 15 1 0.0% 0.0% 714 0 0.0% Q4 2025 Jan 28, 2026
1607 Capital Partners, LLC History Closed out 0 0 3.47% -573,377 -100.0% Q3 2025 Nov 14, 2025
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.67% -106,707 -100.0% Q3 2025 Oct 15, 2025
MBB PUBLIC MARKETS I LLC History Closed out 0 0 1.11% -104,482 -100.0% Q3 2025 Nov 14, 2025
Checchi Capital Advisers, LLC History Closed out 0 0 0.31% -75,168 -100.0% Q3 2025 Nov 05, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.02% -63,000 -100.0% Q3 2025 Nov 14, 2025
BlueCrest Capital Management Ltd History Closed out 0 0 9.03% -62,956 -100.0% Q3 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.01% -50,156 -100.0% Q3 2025 Nov 14, 2025
BlueStem Wealth Partners, LLC History Closed out 0 0 0.38% -41,740 -100.0% Q3 2025 Nov 12, 2025
MONECO ADVISORS, LLC History Closed out 0 0 0.26% -39,276 -100.0% Q3 2025 Nov 05, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 0.12% -35,590 -100.0% Q3 2025 Nov 14, 2025
Strategic Financial Partners, Ltd. History Closed out 0 0 0.87% -23,662 -100.0% Q3 2025 Nov 06, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.25% -20,865 -100.0% Q3 2025 Nov 14, 2025
Onyx Bridge Wealth Group LLC History Closed out 0 0 0.16% -18,655 -100.0% Q3 2025 Nov 06, 2025
PLANWISER FINANCIAL, LLC History Closed out 0 0 1.03% -15,483 -100.0% Q3 2025 Nov 13, 2025
Tepp RIA, LLC History Closed out 0 0 0.76% -8,332 -100.0% Q3 2025 Nov 13, 2025
Capula Management Ltd History Closed out 0 0 0.0% -6,910 -100.0% Q3 2025 Nov 14, 2025
Massar Capital Management, LP History Closed out 0 0 0.05% -4,980 -100.0% Q3 2025 Nov 14, 2025
Alaska Permanent Capital Management, LLC History Closed out 0 0 0.03% -4,626 -100.0% Q3 2025 Oct 31, 2025
SEVEN MILE ADVISORY History Closed out 0 0 0.05% -3,875 -100.0% Q3 2025 Nov 13, 2025
BURKE & HERBERT BANK & TRUST CO History Closed out 0 0 0.06% -3,750 -100.0% Q3 2025 Nov 07, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -3,629 -100.0% Q3 2025 Nov 14, 2025
Compound Planning, Inc. History Closed out 0 0 0.01% -3,447 -100.0% Q3 2025 Nov 10, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 0.03% -2,813 -100.0% Q3 2025 Nov 12, 2025
Forthright Family Wealth Advisory LLC History Closed out 0 0 0.14% -2,794 -100.0% Q3 2025 Nov 04, 2025
Dentgroup LLC History Closed out 0 0 0.14% -2,758 -100.0% Q3 2025 Oct 03, 2025
MBL Wealth, LLC History Closed out 0 0 0.02% -2,744 -100.0% Q3 2025 Oct 16, 2025
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.0% -2,646 -100.0% Q3 2025 Nov 05, 2025
Greenland Capital Management LP History Closed out 0 0 0.02% -2,577 -100.0% Q3 2025 Nov 10, 2025
GREAT VALLEY ADVISOR GROUP, INC. History Closed out 0 0 0.0% -2,512 -100.0% Q3 2025 Nov 14, 2025
Saranac Partners Ltd History Closed out 0 0 0.02% -1,679 -100.0% Q3 2025 Dec 05, 2025
Sachetta, LLC History Closed out 0 0 0.03% -900 -100.0% Q3 2025 Oct 24, 2025
TruNorth Capital Management, LLC History Closed out 0 0 0.01% -500 -100.0% Q3 2025 Oct 21, 2025
MMA ASSET MANAGEMENT LLC History Closed out 0 0 0.01% -454 -100.0% Q3 2025 Nov 05, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.01% -328 -100.0% Q3 2025 Nov 14, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 0.0% -167 -100.0% Q3 2025 Oct 29, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -132 -100.0% Q3 2025 Nov 07, 2025
Abound Wealth Management History Closed out 0 0 0.0% -124 -100.0% Q3 2025 Oct 10, 2025
Tower Research Capital LLC (TRC) History Reduced 2 0 0.0% -77 -97.47% Q4 2025 Feb 17, 2026
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -74 -100.0% Q3 2025 Nov 13, 2025
Ravenswood Partners LP History Closed out 0 0 0.0% -60 -100.0% Q3 2025 Nov 13, 2025
Plante Moran Financial Advisors, LLC History Closed out 0 0 0.0% -55 -100.0% Q3 2025 Nov 05, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -53 -100.0% Q3 2025 Nov 03, 2025
Providence Capital Advisors, LLC History Closed out 0 0 0.0% -36 -100.0% Q3 2025 Nov 06, 2025
CARDIFF PARK ADVISORS, LLC History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Nov 14, 2025
ORG Partners LLC History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Oct 24, 2025
Kimelman & Baird, LLC History Closed out 0 0 0.0% -13 -100.0% Q3 2025 Nov 25, 2025
AllSquare Wealth Management LLC History Closed out 0 0 -9 -100.0% Q3 2025 Jan 12, 2026
Sound Income Strategies, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Oct 10, 2025
Archer Investment Corp History Closed out 0 0 -2 -100.0% Q3 2025 Nov 03, 2025
EverSource Wealth Advisors, LLC History No change 8 0 0 0.0% Q4 2025 Feb 06, 2026