iShares, Inc. - EZU

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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
FMR LLC History Added to 13,920,894 892,329 0.05% 0.03% 1 +3,188,021 29.7% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 10,935,205 700,946 0.01% 0.01% 2 -346,964 -3.08% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 10,502,393 673,203 0.08% 0.08% 3 +142,350 1.37% Q4 2025 Mar 25, 2026
BANK OF AMERICA CORP /DE/ History Added to 7,601,713 487,269 0.04% 0.03% 4 +266,283 3.63% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History No change 6,220,643 398,743 0.32% 0.31% 5 0 0.0% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 5,545,969 355,497 0.06% 6 +5,545,969 New Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 4,329,621 277,528 0.18% 0.19% 7 -158,917 -3.54% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Reduced 3,636,639 233,108 0.01% 0.01% 8 -214,298 -5.56% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Added to 3,335,268 213,790 0.07% 0.07% 9 +355,802 11.94% Q4 2025 Feb 09, 2026
Allspring Global Investments Holdings, LLC History Added to 2,719,562 174,323 0.28% 0.21% 10 +593,564 27.92% Q4 2025 Jan 15, 2026
UBS Group AG History Added to 1,266,312 81,170 0.01% 0.01% 11 +87,549 7.43% Q4 2025 Jan 29, 2026
ALLIANZ SE History Added to 957,574 61,380 0.79% 1.26% 12 +1,087 0.11% Q4 2025 Feb 13, 2026
MATAURO, LLC History Added to 866,759 55,559 8.36% 8.35% 13 +18,025 2.12% Q4 2025 Jan 16, 2026
WELLS FARGO & COMPANY/MN History Added to 828,855 53,129 0.01% 0.01% 14 +13,642 1.67% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 766,330 49,147 0.01% 0.01% 15 +18,722 2.5% Q4 2025 Feb 17, 2026
CSM Advisors, LLC History No change 720,600 46,190 1.25% 1.25% 16 0 0.0% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 709,467 45,476 0.0% 0.0% 17 +225,782 46.68% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 622,975 39,933 0.06% 0.06% 18 -72,655 -10.44% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 567,044 36,347 0.01% 0.01% 19 -5,916 -1.03% Q4 2025 Feb 11, 2026
1607 Capital Partners, LLC History Reduced 490,986 31,472 2.14% 3.13% 20 -178,960 -26.71% Q4 2025 Feb 17, 2026
PGIM Custom Harvest LLC History Added to 487,219 31,230 0.46% 0.42% 21 +33,288 7.33% Q4 2025 Feb 17, 2026
Naman Capital Ltda History No change 451,750 28,963 8.15% 7.85% 22 0 0.0% Q4 2025 Feb 27, 2026
Vontobel Holding Ltd. History Added to 422,252 27,074 0.09% 0.08% 23 +7,805 1.88% Q4 2025 Feb 13, 2026
Kovitz Investment Group Partners, LLC History Added to 399,572 25,612 0.57% 0.05% 24 +208,866 109.52% Q4 2025 Feb 20, 2026
Evolution Wealth Advisors, LLC History Added to 290,221 18,603 1.87% 2.36% 25 +6,498 2.29% Q4 2025 Jan 12, 2026
Dakota Wealth Management History Added to 274,435 17,591 0.31% 0.33% 26 +11,177 4.25% Q4 2025 Jan 13, 2026
Goodman Financial Corp History Added to 266,442 17,078 3.23% 3.13% 27 +7,216 2.78% Q4 2025 Jan 08, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 258,300 16,543 0.02% 0.02% 28 +8,425 3.37% Q4 2025 Feb 17, 2026
Wallington Asset Management, LLC History Reduced 238,690 15,300 1.94% 1.94% 29 -2,340 -0.97% Q4 2025 Jan 14, 2026
Madison Asset Management, LLC History Reduced 237,385 15,216 0.17% 0.18% 30 -27,424 -10.36% Q4 2025 Feb 04, 2026
CITADEL ADVISORS LLC History Added to 225,358 14,445 0.0% 0.0% 31 +205,340 1025.78% Q4 2025 Feb 17, 2026
LMCG INVESTMENTS, LLC History Reduced 223,567 14,330 0.82% 0.84% 32 -6,929 -3.01% Q4 2025 Feb 03, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 222,071 14,234 0.0% 0.0% 33 -3,557 -1.58% Q4 2025 Feb 10, 2026
SYON CAPITAL LLC History Added to 217,510 13,942 0.7% 0.72% 34 +2,624 1.22% Q4 2025 Feb 11, 2026
Karpus Management, Inc. History Added to 210,019 13,462 0.41% 0.38% 35 +16,722 8.65% Q4 2025 Feb 17, 2026
CONNABLE OFFICE INC History Added to 201,939 12,944 1.19% 1.13% 36 +4,902 2.49% Q4 2025 Feb 03, 2026
Bulltick Wealth Management, LLC History Added to 199,262 12,772 2.71% 2.91% 37 +317 0.16% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 191,223 12,257 0.02% 0.02% 38 -8,103 -4.07% Q4 2025 Mar 09, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 180,708 11,583 0.09% 0.16% 39 -184,992 -50.59% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 170,125 10,905 0.0% 0.0% 40 +2,026 1.21% Q4 2025 Feb 18, 2026
SIMON QUICK ADVISORS, LLC History Reduced 162,435 10,412 0.45% 0.46% 41 -330 -0.2% Q4 2025 Jan 29, 2026
Qube Research & Technologies Ltd History Added to 161,106 10,326 0.01% 0.01% 42 +36,269 29.05% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History Reduced 159,579 10,229 0.12% 0.11% 43 -843 -0.53% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 156,234 10,014 0.01% 0.0% 44 +92,341 144.52% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 155,768 9,984 0.0% 0.0% 45 -9,022 -5.47% Q4 2025 Feb 13, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 139,732 8,956 2.78% 2.06% 46 +33,521 31.56% Q4 2025 Jan 15, 2026
Federation des caisses Desjardins du Quebec History Added to 133,904 8,583 0.03% 0.02% 47 +56,843 73.76% Q4 2025 Feb 12, 2026
AMG National Trust Bank History Reduced 131,173 8,408 0.2% 0.2% 48 -2,280 -1.71% Q4 2025 Jan 30, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 126,558 8,114 0.02% 0.02% 49 +15,532 13.99% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Added to 125,502 8,044 0.04% 0.03% 50 +26,488 26.75% Q4 2025 Jan 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 118,080 7,568 0.0% 0.0% 51 +13,482 12.89% Q4 2025 Feb 06, 2026
Compagnie Lombard Odier SCmA History Added to 107,168 6,869 0.07% 0.07% 52 +7,740 7.78% Q4 2025 Jan 16, 2026
MML INVESTORS SERVICES, LLC History Reduced 106,415 6,821 0.02% 0.02% 53 -2,053 -1.89% Q4 2025 Feb 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 102,303 6,573 0.05% 0.04% 54 +16,334 19.0% Q4 2025 Feb 17, 2026
Rathbones Group PLC History Added to 100,613 6,449 0.03% 0.02% 55 +5,971 6.31% Q4 2025 Feb 06, 2026
BARINGS LLC History No change 99,439 6,374 0.12% 0.12% 56 0 0.0% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Added to 92,797 5,948 0.0% 0.0% 57 +339 0.37% Q4 2025 Feb 12, 2026
SCOTIA CAPITAL INC. History Reduced 91,688 5,877 0.02% 0.03% 58 -25,323 -21.64% Q4 2025 Feb 12, 2026
BFI Infinity Ltd. History Added to 91,460 5,862 3.65% 3.08% 59 +16,193 21.51% Q4 2025 Jan 14, 2026
Rockefeller Capital Management L.P. History Added to 91,252 5,849 0.01% 0.01% 60 +333 0.37% Q4 2025 Mar 16, 2026
Ascent Group, LLC History New 90,048 5,772 0.2% 61 +90,048 New Q4 2025 Jan 20, 2026
Finley Financial, LLC History Added to 82,427 5,283 2.42% 2.27% 62 +3,080 3.88% Q4 2025 Jan 21, 2026
HANCOCK WHITNEY CORP History No change 80,999 5,192 0.09% 0.09% 63 0 0.0% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Reduced 80,761 5,176 0.01% 0.02% 64 -13,380 -14.21% Q4 2025 Feb 17, 2026
LCW Services, LLC History New 80,303 5,147 2.74% 65 +80,303 New Q4 2025 Feb 11, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 72,546 4,650 2.73% 2.68% 66 -1,734 -2.33% Q4 2025 Jan 21, 2026
Climber Capital SA History New 86,238 4,565 2.97% 67 +86,238 New Q4 2025 Feb 03, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 78,305 4,430 0.62% 0.69% 68 -1,747 -2.18% Q4 2025 Jan 26, 2026
Pictet North America Advisors SA History Added to 67,953 4,355 0.41% 0.38% 69 +1,720 2.6% Q4 2025 Jan 16, 2026
Arrow Investment Advisors, LLC History Reduced 67,282 4,312 4.79% 4.72% 70 -1,783 -2.58% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 66,388 4,255 0.0% 71 +66,388 New Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History New 64,473 4,133 0.04% 72 +64,473 New Q4 2025 Jan 05, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 64,445 4,130 0.4% 0.37% 73 +2,746 4.45% Q4 2025 Feb 23, 2026
MILLENNIUM MANAGEMENT LLC History New 58,718 3,763 0.0% 74 +58,718 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 54,065 3,465 0.0% 0.0% 75 +5,419 11.14% Q4 2025 Feb 17, 2026
Ocean Park Asset Management, LLC History Reduced 53,800 3,448 0.16% 0.24% 76 -38,400 -41.65% Q4 2025 Jan 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 52,447 3,442 0.0% 0.0% 77 +31,819 154.25% Q4 2025 Jan 08, 2026
Logan Stone Capital, LLC History Added to 53,692 3,441 0.85% 1.44% 78 +2,496 4.88% Q4 2025 Feb 17, 2026
Dorsey Wright & Associates History Added to 50,450 3,234 0.7% 0.69% 79 +734 1.48% Q4 2025 Feb 20, 2026
HighTower Advisors, LLC History Added to 50,337 3,226 0.0% 0.0% 80 +1,845 3.8% Q4 2025 Feb 06, 2026
Endowment Wealth Management, Inc. History Added to 50,105 3,211 1.48% 0.93% 81 +16,921 50.99% Q4 2025 Feb 09, 2026
TRUIST FINANCIAL CORP History Added to 49,560 3,176 0.0% 0.0% 82 +19,652 65.71% Q4 2025 Feb 02, 2026
Bleakley Financial Group, LLC History Added to 48,931 3,136 0.05% 0.07% 83 +6 0.01% Q4 2025 Feb 09, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 46,500 2,980 0.17% 0.17% 84 0 0.0% Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History New 46,000 2,948 0.07% 85 +46,000 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 44,626 2,860 0.0% 0.0% 86 -1,552 -3.36% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 43,437 2,784 0.07% 0.07% 87 -1,276 -2.85% Q4 2025 Jan 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 42,995 2,755 0.2% 0.05% 88 +30,416 241.8% Q4 2025 Feb 12, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 41,200 2,678 0.45% 0.44% 89 0 0.0% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History New 40,944 2,624 0.12% 90 +40,944 New Q4 2025 Feb 17, 2026
Blueprint Investment Partners LLC History No change 39,375 2,523 0.27% 0.34% 91 0 0.0% Q4 2025 Feb 17, 2026
Blueprint Financial Advisors LLC History No change 39,375 2,523 0.38% 0.53% 92 0 0.0% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 39,084 2,505 0.0% 0.0% 93 +17,329 79.66% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 38,938 2,495 0.0% 0.0% 94 -37,491 -49.05% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 38,641 2,476 0.08% 95 +38,641 New Q4 2025 Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 37,819 2,424 0.28% 0.12% 96 +21,990 138.92% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 36,906 2,365 0.0% 0.0% 97 +23,229 169.84% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Reduced 36,875 2,363 0.01% 0.01% 98 -11,541 -23.84% Q4 2025 Feb 18, 2026
SG Americas Securities, LLC History Reduced 36,161 2,318 0.0% 0.01% 99 -6,051 -14.33% Q4 2025 Jan 09, 2026
Hudson Portfolio Management LLC History Reduced 35,568 2,279 1.96% 1.96% 100 -164 -0.46% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History New 35,220 2,257 0.0% 101 +35,220 New Q4 2025 Mar 20, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 33,413 2,141 0.0% 0.0% 102 -2,228 -6.25% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 32,144 2,060 0.0% 0.0% 103 +11,852 58.41% Q4 2025 Feb 11, 2026
Interchange Capital Partners, LLC History Reduced 31,682 2,030 0.38% 0.4% 104 -1,023 -3.13% Q4 2025 Jan 30, 2026
Transamerica Financial Advisors, LLC History Reduced 29,953 1,919 0.16% 0.16% 105 -472 -1.55% Q4 2025 Feb 13, 2026
Columbus Macro, LLC History Reduced 29,605 1,897 0.21% 0.21% 106 -132 -0.44% Q4 2025 Jan 15, 2026
ORG Partners LLC History Added to 29,125 1,868 0.33% 0.3% 107 +2,158 8.0% Q4 2025 Jan 14, 2026
Ballew Advisors, Inc History Added to 27,895 1,842 1.04% 0.96% 108 +19 0.07% Q4 2025 Jan 14, 2026
Caitlin John, LLC History Reduced 28,253 1,810 1.19% 1.52% 109 -7,048 -19.97% Q4 2025 Feb 18, 2026
Ameritas Advisory Services, LLC History New 27,644 1,771 0.07% 110 +27,644 New Q4 2025 Feb 04, 2026
Mill Creek Capital Advisors, LLC History Added to 27,367 1,754 0.04% 0.03% 111 +22 0.08% Q4 2025 Feb 13, 2026
Conservest Capital Advisors, Inc. History Reduced 27,185 1,742 0.16% 0.16% 112 -428 -1.55% Q4 2025 Feb 12, 2026
Community Bank, N.A. History Reduced 26,437 1,694 0.2% 0.2% 113 -7 -0.03% Q4 2025 Feb 04, 2026
Betterment LLC History Added to 26,041 1,669 0.0% 0.0% 114 +2,730 11.71% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 25,313 1,622 0.0% 0.0% 115 +2,848 12.68% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History No change 25,000 1,602 0.01% 0.01% 116 0 0.0% Q4 2025 Jan 15, 2026
Legacy Capital Group California, Inc. History Added to 24,833 1,591 0.39% 0.38% 117 +597 2.46% Q4 2025 Jan 28, 2026
TRUE Private Wealth Advisors History Added to 24,712 1,584 0.16% 0.15% 118 +920 3.87% Q4 2025 Feb 13, 2026
Garde Capital, Inc. History No change 23,972 1,536 0.09% 0.07% 119 0 0.0% Q4 2025 Feb 10, 2026
Collaborative Wealth Managment Inc. History New 23,161 1,484 0.52% 120 +23,161 New Q4 2025 Feb 09, 2026
Vivaldi Capital Management LP History Reduced 22,641 1,451 0.2% 0.21% 121 -1,154 -4.85% Q4 2025 Feb 13, 2026
Sierra Capital LLC History Added to 22,454 1,405 0.15% 0.15% 122 +27 0.12% Q4 2025 Feb 18, 2026
SSA SWISS ADVISORS AG History No change 21,689 1,392 0.65% 0.62% 123 0 0.0% Q4 2025 Feb 26, 2026
TORONTO DOMINION BANK History Reduced 21,670 1,391 0.0% 0.0% 124 -26,330 -54.85% Q4 2025 Feb 17, 2026
MMBG INVESTMENT ADVISORS CO. History No change 21,235 1,361 0.11% 0.12% 125 0 0.0% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History No change 20,805 1,333 0.01% 0.01% 126 0 0.0% Q4 2025 Feb 03, 2026
Orion Porfolio Solutions, LLC History New 19,641 1,258 0.01% 127 +19,641 New Q4 2025 Feb 12, 2026
BANK OF NOVA SCOTIA History Added to 19,307 1,243 0.0% 0.0% 128 +8,360 76.37% Q4 2025 Feb 13, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 19,335 1,239 0.25% 0.23% 129 +98 0.51% Q4 2025 Jan 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 18,281 1,171 0.0% 0.0% 130 +14,824 428.81% Q4 2025 Feb 18, 2026
COMERICA BANK History Reduced 18,191 1,166 0.0% 0.0% 131 -489 -2.62% Q4 2025 Jan 29, 2026
WBH ADVISORY INC History Reduced 17,785 1,140 0.08% 0.08% 132 -4 -0.02% Q4 2025 Jan 26, 2026
BECKER CAPITAL MANAGEMENT INC History No change 17,709 1,135 0.03% 0.03% 133 0 0.0% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Reduced 17,056 1,093 0.03% 0.08% 134 -25,221 -59.66% Q4 2025 Jan 06, 2026
Smithfield Trust Co History Reduced 16,980 1,090 0.05% 0.05% 135 -60 -0.35% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Added to 16,794 1,076 0.0% 0.0% 136 +622 3.85% Q4 2025 Feb 11, 2026
Carrera Capital Advisors History Reduced 16,319 1,046 0.18% 0.18% 137 -196 -1.19% Q4 2025 Jan 30, 2026
RWA WEALTH PARTNERS, LLC History Reduced 15,969 1,023 0.01% 0.01% 138 -577 -3.49% Q4 2025 Feb 12, 2026
Quadrature Capital Ltd History New 15,609 1,000 0.01% 139 +15,609 New Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 15,571 998 0.01% 0.01% 140 +149 0.97% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 15,286 980 0.0% 0.0% 141 +267 1.78% Q4 2025 Feb 05, 2026
Quantum Portfolio Management LLC History Reduced 14,961 959 0.42% 0.54% 142 -14,626 -49.43% Q4 2025 Feb 12, 2026
Creative Planning History Reduced 14,511 930 0.0% 0.0% 143 -1,634 -10.12% Q4 2025 Feb 17, 2026
SOL Capital Management CO History No change 13,770 883 0.08% 0.08% 144 0 0.0% Q4 2025 Jan 30, 2026
Private Wealth Advisors, LLC History No change 13,780 883 0.28% 0.29% 145 0 0.0% Q4 2025 Feb 06, 2026
Rehmann Capital Advisory Group History Added to 13,107 840 0.04% 0.02% 146 +8,401 178.52% Q4 2025 Mar 04, 2026
Quantitative Investment Management, LLC History Added to 13,087 838 0.08% 0.08% 147 +4,205 47.34% Q4 2025 Feb 17, 2026
EFG International AG History New 12,898 827 0.02% 148 +12,898 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 12,884 825 0.01% 0.01% 149 +478 3.85% Q4 2025 Jan 23, 2026
Laidlaw Wealth Management LLC History Added to 11,985 768 2.38% 1.64% 150 +860 7.73% Q4 2025 Feb 17, 2026
BCI SECURITIES, INC. History New 11,350 727 6.28% 151 +11,350 New Q4 2025 Feb 17, 2026
Banco Santander, S.A. History New 11,295 724 0.01% 152 +11,295 New Q4 2025 Feb 13, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 11,235 720 0.11% 0.11% 153 0 0.0% Q4 2025 Feb 12, 2026
Brooklyn Investment Group History Added to 11,026 706 0.03% 0.06% 154 +1,154 11.69% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History New 10,960 702 0.02% 155 +10,960 New Q4 2025 Jan 29, 2026
OLD NATIONAL BANCORP /IN/ History Added to 10,681 684 0.01% 0.01% 156 +2,846 36.32% Q4 2025 Jan 28, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 10,510 673 0.02% 0.02% 157 -5,462 -34.2% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 10,405 666 0.05% 159 +10,405 New Q4 2025 Feb 03, 2026
Amundi History Reduced 10,403 666 0.0% 0.0% 158 -226 -2.13% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 10,258 657 0.01% 0.01% 160 +3,316 47.77% Q4 2025 Feb 06, 2026
BBR PARTNERS, LLC History Added to 10,238 656 0.04% 0.03% 161 +786 8.32% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 10,205 654 0.0% 0.0% 162 +290 2.92% Q4 2025 Feb 17, 2026
Fort Sheridan Advisors LLC History No change 10,170 651 0.08% 0.08% 163 0 0.0% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 10,152 650 0.0% 0.0% 164 +865 9.31% Q4 2025 Jan 30, 2026
Point72 Asset Management, L.P. History New 10,118 648 0.0% 165 +10,118 New Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 10,105 647 0.01% 0.0% 166 +9,514 1609.81% Q4 2025 Feb 12, 2026
Csenge Advisory Group History New 9,988 640 0.03% 167 +9,988 New Q4 2025 Feb 06, 2026
Legacy Advisors, LLC History No change 9,996 640 0.07% 0.08% 168 0 0.0% Q4 2025 Jan 27, 2026
SEI INVESTMENTS CO History New 9,856 631 0.0% 169 +9,856 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 9,810 628 0.01% 0.02% 170 -3,488 -26.23% Q4 2025 Feb 06, 2026
Upper Left Wealth Management, LLC History Reduced 9,506 609 0.37% 0.37% 171 -98 -1.02% Q4 2025 Jan 22, 2026
AMJ Financial Wealth Management History Reduced 9,204 589 0.14% 0.14% 172 -217 -2.3% Q4 2025 Feb 05, 2026
Focus Partners Wealth History Reduced 9,118 584 0.0% 0.0% 173 -51 -0.56% Q4 2025 Feb 13, 2026
VestGen Investment Management History Reduced 9,030 578 0.32% 0.34% 174 -61 -0.67% Q4 2025 Feb 18, 2026
Arkadios Wealth Advisors History New 8,726 559 0.01% 175 +8,726 New Q4 2025 Feb 13, 2026
Index Technologies Group LLC History New 8,321 533 0.56% 176 +8,321 New Q4 2025 Feb 12, 2026
AWM CAPITAL, LLC History No change 8,177 524 0.05% 0.05% 177 0 0.0% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 7,957 510 0.0% 0.0% 179 +823 11.54% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 7,970 510 0.0% 0.0% 178 -174 -2.14% Q4 2025 Feb 10, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 9,800 503 0.12% 0.04% 180 +6,700 216.13% Q4 2025 Feb 12, 2026
Brown Miller Wealth Management, LLC History No change 7,446 477 0.13% 0.13% 181 0 0.0% Q4 2025 Jan 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 7,446 477 0.01% 0.01% 182 0 0.0% Q4 2025 Feb 19, 2026
Beaumont Financial Advisors, LLC History No change 7,372 472 0.03% 0.03% 183 0 0.0% Q4 2025 Jan 16, 2026
Ausdal Financial Partners, Inc. History New 7,271 466 0.02% 184 +7,271 New Q4 2025 Feb 13, 2026
GUERRA PAN ADVISORS, LLC History Added to 7,225 463 0.27% 0.27% 185 +127 1.79% Q4 2025 Jan 13, 2026
Arkos Global Advisors History No change 7,051 452 0.06% 0.06% 186 0 0.0% Q4 2025 Feb 13, 2026
Balefire, LLC History New 7,004 448 0.09% 187 +7,004 New Q4 2025 Jan 12, 2026
COMPASS CAPITAL CORP /MA/ /ADV History New 6,465 440 0.17% 188 +6,465 New Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Reduced 6,703 429 0.01% 0.01% 189 -71 -1.05% Q4 2025 Feb 09, 2026
Financial Alternatives, Inc History No change 6,400 410 0.24% 0.24% 190 0 0.0% Q4 2025 Feb 04, 2026
Magnus Financial Group LLC History Reduced 6,365 408 0.03% 0.03% 191 -172 -2.63% Q4 2025 Jan 07, 2026
HWG Holdings LP History No change 6,306 404 0.1% 0.1% 192 0 0.0% Q4 2025 Jan 12, 2026
Greykasell Wealth Strategies, Inc. History Reduced 6,294 403 0.16% 0.17% 193 -91 -1.43% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Added to 6,263 401 0.0% 0.0% 194 +2,727 77.12% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 6,202 397 0.0% 0.0% 195 +2,520 68.44% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 6,026 386 0.0% 0.0% 196 -483 -7.42% Q4 2025 Feb 10, 2026
TPG Financial Advisors, LLC History New 5,847 374 0.12% 197 +5,847 New Q4 2025 Feb 06, 2026
CHOREO, LLC History Added to 5,728 368 0.0% 0.0% 198 +151 2.71% Q4 2025 Jan 23, 2026
GHP Investment Advisors, Inc. History No change 5,711 366 0.02% 0.01% 199 0 0.0% Q4 2025 Jan 27, 2026
Moss Adams Wealth Advisors LLC History No change 5,625 360 0.03% 0.03% 200 0 0.0% Q4 2025 Jan 26, 2026
Lido Advisors, LLC History No change 5,718 356 0.0% 0.0% 201 0 0.0% Q4 2025 Feb 10, 2026
Joel Isaacson & Co., LLC History Added to 5,499 352 0.01% 0.01% 202 +52 0.95% Q4 2025 Jan 30, 2026
JANE STREET GROUP, LLC History Added to 5,400 346 0.0% 0.0% 203 +700 14.89% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Added to 5,371 344 0.01% 0.01% 204 +40 0.75% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 5,195 332 0.0% 0.0% 205 -6 -0.12% Q4 2025 Feb 17, 2026
Meridian Wealth Management, LLC History Added to 5,162 330 0.01% 0.01% 206 +11 0.21% Q4 2025 Feb 04, 2026
ARRIEN INVESTMENTS, INC. History Reduced 5,109 327 0.18% 0.19% 207 -187 -3.53% Q4 2025 Jan 30, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 5,062 324 0.0% 0.0% 208 -619 -10.9% Q4 2025 Feb 17, 2026
Parcion Private Wealth LLC History Added to 5,061 324 0.02% 0.02% 209 +16 0.32% Q4 2025 Jan 26, 2026
OpenArc Corporate Advisory, LLC History New 5,053 323 0.01% 210 +5,053 New Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,027 322 0.0% 0.0% 211 +1,273 33.91% Q4 2025 Feb 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 5,019 321 0.0% 0.0% 212 +1,806 56.21% Q4 2025 Feb 13, 2026
BLALOCK WILLIAMS, LLC History New 4,988 319 0.26% 213 +4,988 New Q4 2025 Feb 02, 2026
REGIONS FINANCIAL CORP History Reduced 4,870 312 0.0% 0.46% 214 -1,060,240 -99.54% Q4 2025 Jan 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 4,837 310 0.0% 0.0% 215 -57 -1.16% Q4 2025 Feb 12, 2026
U.S. Capital Wealth Advisors, LLC History Added to 4,815 308 0.01% 0.01% 217 +284 6.27% Q4 2025 Jan 23, 2026
Strategic Blueprint, LLC History Added to 4,817 308 0.02% 0.01% 216 +12 0.25% Q4 2025 Jan 30, 2026
Apollon Wealth Management, LLC History Added to 4,732 303 0.01% 0.0% 218 +242 5.39% Q4 2025 Jan 22, 2026
Portfolio Resources Advisor Group, Inc. History New 4,719 302 0.3% 219 +4,719 New Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Reduced 4,695 300 0.0% 0.0% 220 -45 -0.95% Q4 2025 Feb 17, 2026
Gibbs Wealth Management History Added to 4,528 298 0.07% 0.06% 221 +285 6.72% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Reduced 4,630 296 0.0% 0.0% 222 -338 -6.8% Q4 2025 Feb 17, 2026
Retirement Planning Group, LLC History No change 4,567 292 0.01% 0.01% 223 0 0.0% Q4 2025 Feb 03, 2026
EVOKE WEALTH, LLC History New 4,483 287 0.01% 224 +4,483 New Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Added to 4,451 285 0.0% 0.0% 225 +155 3.61% Q4 2025 Feb 17, 2026
SHARPEPOINT LLC History Reduced 4,440 284 0.17% 3.46% 226 -57,571 -92.84% Q4 2025 Feb 11, 2026
Stone Summit Wealth LLC History Reduced 4,366 279 0.08% 0.08% 227 -4 -0.09% Q4 2025 Jan 27, 2026
EASTERN BANK History No change 4,331 277 0.0% 0.0% 228 0 0.0% Q4 2025 Jan 14, 2026
Perigon Wealth Management, LLC History Added to 4,303 275 0.0% 0.01% 229 +5 0.12% Q4 2025 Jan 16, 2026
OneDigital Investment Advisors LLC History New 4,287 274 0.0% 230 +4,287 New Q4 2025 Feb 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 4,207 269 0.02% 231 +4,207 New Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 4,141 265 0.0% 0.0% 232 +156 3.91% Q4 2025 Jan 30, 2026
Cardinal Point Capital Management ULC History No change 4,110 263 0.02% 0.02% 233 0 0.0% Q4 2025 Feb 05, 2026
WHITE PINE CAPITAL LLC History Added to 4,086 261 0.07% 0.06% 234 +469 12.97% Q4 2025 Feb 09, 2026
DEUTSCHE BANK AG\ History Added to 4,000 256 0.0% 0.0% 235 +3,950 7900.0% Q4 2025 Feb 11, 2026
Boreal Capital Management LLC History No change 4,000 256 0.19% 0.2% 236 0 0.0% Q4 2025 Feb 17, 2026
REGATTA CAPITAL GROUP, LLC History Added to 3,982 255 0.04% 0.04% 237 +225 5.99% Q4 2025 Jan 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 3,940 252 0.0% 0.0% 238 -757 -16.12% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Reduced 3,903 250 0.0% 0.0% 239 -725 -15.67% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 3,842 246 0.0% 0.0% 240 -825 -17.68% Q4 2025 Jan 29, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,803 243 0.02% 0.02% 241 0 0.0% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History No change 3,787 242 0.02% 0.02% 242 0 0.0% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 3,746 240 0.01% 0.01% 243 +23 0.62% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Added to 3,736 239 0.0% 0.0% 244 +142 3.95% Q4 2025 Feb 11, 2026
CALTON & ASSOCIATES, INC. History New 3,612 231 0.03% 245 +3,612 New Q4 2025 Feb 10, 2026
Union Bancaire Privee, UBP SA History New 3,770 230 0.0% 246 +3,770 New Q4 2025 Jan 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,563 228 0.0% 0.0% 247 0 0.0% Q4 2025 Feb 12, 2026
Baker Avenue Asset Management, LP History Reduced 3,529 226 0.01% 0.11% 248 -70,753 -95.25% Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 3,479 223 0.0% 0.0% 249 +140 4.19% Q4 2025 Feb 04, 2026
&PARTNERS History New 3,475 222 0.0% 250 +3,475 New Q4 2025 Feb 17, 2026
United Asset Strategies, Inc. History New 3,472 222 0.02% 251 +3,472 New Q4 2025 Jan 28, 2026
SEEDS INVESTOR LLC History Reduced 3,419 219 0.04% 0.05% 252 -555 -13.97% Q4 2025 Jan 27, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 3,396 218 0.0% 0.0% 253 +2,880 558.14% Q4 2025 Feb 03, 2026
Addison Advisors LLC History No change 3,415 218 0.05% 0.05% 254 0 0.0% Q4 2025 Feb 06, 2026
Balance Wealth, LLC History Reduced 3,325 213 0.07% 0.05% 255 -62 -1.83% Q4 2025 Jan 21, 2026
PUREfi Wealth, LLC History Reduced 3,304 211 0.16% 0.28% 256 -2,587 -43.91% Q4 2025 Jan 12, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 3,280 210 0.02% 0.02% 257 0 0.0% Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 3,249 208 0.0% 258 +3,249 New Q4 2025 Feb 05, 2026
Americana Partners, LLC History No change 3,260 208 0.01% 0.01% 259 0 0.0% Q4 2025 Feb 06, 2026
XTX Topco Ltd History New 3,230 207 0.01% 260 +3,230 New Q4 2025 Feb 17, 2026
Family Manage LLC History New 3,209 205 0.03% 261 +3,209 New Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK OF OMAHA History New 3,155 203 0.01% 262 +3,155 New Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History New 3,141 201 0.0% 264 +3,141 New Q4 2025 Feb 04, 2026
M&T BANK CORP History Reduced 3,147 201 0.0% 0.0% 263 -353 -10.09% Q4 2025 Jan 30, 2026
MGB Wealth Management, LLC History New 2,600 167 0.05% 266 +2,600 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,617 167 0.0% 0.0% 265 +1,645 169.24% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History No change 2,520 161 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 02, 2026
Geneos Wealth Management Inc. History No change 2,436 156 0.0% 0.0% 268 0 0.0% Q4 2025 Jan 28, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 2,128 136 0.0% 0.0% 269 -180 -7.8% Q4 2025 Jan 28, 2026
Gleason Group, Inc. History New 2,019 129 0.01% 270 +2,019 New Q4 2025 Jan 15, 2026
BAYBAN History New 1,999 128 0.11% 271 +1,999 New Q4 2025 Mar 05, 2026
Larson Financial Group LLC History Added to 1,866 119 0.0% 0.0% 272 +2 0.11% Q4 2025 Feb 06, 2026
Richard Bernstein Advisors LLC History Reduced 1,846 118 0.0% 0.0% 273 -1 -0.05% Q4 2025 Feb 03, 2026
BESSEMER GROUP INC History No change 1,668 107 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 05, 2026
Orion Capital Management LLC History No change 1,658 106 0.04% 0.04% 275 0 0.0% Q4 2025 Feb 03, 2026
Bay Harbor Wealth Management, LLC History New 1,644 105 0.03% 276 +1,644 New Q4 2025 Feb 02, 2026
Citizens National Bank Trust Department History No change 1,649 105 0.02% 0.02% 277 0 0.0% Q4 2025 Jan 30, 2026
SIGNATUREFD, LLC History No change 1,614 103 0.0% 0.0% 278 0 0.0% Q4 2025 Jan 20, 2026
TSFG, LLC History No change 1,595 102 0.02% 0.02% 279 0 0.0% Q4 2025 Feb 04, 2026
Bangor Savings Bank History Reduced 1,559 99 0.01% 0.01% 280 -1 -0.06% Q4 2025 Jan 16, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,544 98 0.04% 0.04% 281 0 0.0% Q4 2025 Jan 30, 2026
MAI Capital Management History Added to 1,395 89 0.0% 0.0% 282 +623 80.7% Q4 2025 Feb 13, 2026
Private Wealth Management Group, LLC History New 1,325 84 0.02% 283 +1,325 New Q4 2025 Jan 23, 2026
Rossby Financial, LCC History Added to 1,247 79 0.02% 0.01% 285 +860 222.22% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Reduced 1,235 79 0.0% 0.01% 284 -735 -37.31% Q4 2025 Feb 13, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 1,201 76 0.06% 286 +1,201 New Q4 2025 Mar 05, 2026
Allworth Financial LP History New 1,017 65 0.0% 287 +1,017 New Q4 2025 Feb 05, 2026
ASSETMARK, INC History Added to 1,013 64 0.0% 0.0% 288 +4 0.4% Q4 2025 Jan 23, 2026
TD Waterhouse Canada Inc. History Reduced 987 63 0.0% 0.0% 289 -104 -9.53% Q4 2025 Jan 27, 2026
Global Wealth Strategies & Associates History No change 942 60 0.01% 0.01% 290 0 0.0% Q4 2025 Jan 02, 2026
Roble, Belko & Company, Inc History No change 738 47 0.01% 0.01% 291 0 0.0% Q4 2025 Jan 12, 2026
WFA of San Diego, LLC History No change 729 46 0.03% 0.03% 292 0 0.0% Q4 2025 Feb 17, 2026
LGT Financial Advisors LLC History No change 721 46 0.28% 0.09% 293 0 0.0% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History No change 641 41 0.0% 0.0% 294 0 0.0% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 634 40 0.0% 295 +625 6944.44% Q4 2025 Jan 20, 2026
Grove Bank & Trust History No change 601 38 0.0% 0.0% 296 0 0.0% Q4 2025 Jan 08, 2026
FAS Wealth Partners, Inc. History Added to 583 37 0.0% 0.0% 297 +5 0.87% Q4 2025 Feb 18, 2026
TCTC Holdings, LLC History No change 573 36 0.0% 0.0% 298 0 0.0% Q4 2025 Feb 12, 2026
Breakwater Investment Management History No change 577 36 0.01% 0.01% 299 0 0.0% Q4 2025 Feb 02, 2026
Curat Global, LLC History No change 547 35 0.04% 0.03% 300 0 0.0% Q4 2025 Feb 06, 2026
SIMPLEX TRADING, LLC History New 546 34 0.0% 301 +546 New Q4 2025 Feb 11, 2026
Miller Capital Partners, Inc. History New 522 33 0.02% 302 +522 New Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History New 500 32 0.0% 303 +500 New Q4 2025 Feb 10, 2026
Mendota Financial Group, LLC History Added to 511 32 0.02% 0.02% 304 +4 0.79% Q4 2025 Jan 20, 2026
CWM, LLC History Added to 465 30 0.0% 0.0% 305 +82 21.41% Q4 2025 Jan 26, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 458 29 0.0% 0.0% 306 0 0.0% Q4 2025 Feb 12, 2026
Indiana Trust & Investment Management Co History No change 458 29 0.01% 0.01% 307 0 0.0% Q4 2025 Jan 21, 2026
Financial Network Wealth Advisors LLC History Added to 439 28 0.03% 0.01% 308 +281 177.85% Q4 2025 Feb 13, 2026
TUCKER ASSET MANAGEMENT LLC History New 420 26 0.01% 311 +420 New Q4 2025 Feb 05, 2026
AE Wealth Management LLC History Reduced 417 26 0.0% 0.0% 310 -4 -0.95% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History No change 419 26 0.0% 0.0% 309 0 0.0% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 363 23 0.0% 0.0% 312 +135 59.21% Q4 2025 Jan 21, 2026
Arax Advisory Partners History New 354 22 0.0% 313 +354 New Q4 2025 Feb 13, 2026
Glass Jacobson Investment Advisors llc History No change 350 22 0.01% 0.01% 314 0 0.0% Q4 2025 Jan 22, 2026
EverSource Wealth Advisors, LLC History No change 321 20 0.0% 0.0% 315 0 0.0% Q4 2025 Feb 06, 2026
Archer Investment Corp History No change 318 20 0.0% 0.0% 316 0 0.0% Q4 2025 Jan 30, 2026
Chung Wu Investment Group, LLC History No change 300 19 0.02% 0.01% 317 0 0.0% Q4 2025 Feb 02, 2026
Cape Investment Advisory, Inc. History New 295 18 0.01% 320 +295 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History New 287 18 0.0% 319 +287 New Q4 2025 Feb 17, 2026
WEBSTER BANK, N. A. History No change 290 18 0.0% 0.0% 318 0 0.0% Q4 2025 Jan 23, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 251 16 0.0% 0.0% 321 0 0.0% Q4 2025 Feb 02, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 225 14 0.0% 0.0% 322 0 0.0% Q4 2025 Jan 23, 2026
Noble Wealth Management PBC History No change 222 14 0.01% 0.01% 323 0 0.0% Q4 2025 Jan 05, 2026
Bernard Wealth Management Corp. History No change 231 14 0.01% 0.01% 324 0 0.0% Q4 2025 Jan 15, 2026
HUNTINGTON NATIONAL BANK History No change 204 13 0.0% 0.0% 325 0 0.0% Q4 2025 Feb 09, 2026
ADIRONDACK TRUST CO History No change 214 13 0.0% 0.0% 326 0 0.0% Q4 2025 Jan 08, 2026
LFA - Lugano Financial Advisors SA History Reduced 197 12 0.01% 0.03% 328 -683 -77.61% Q4 2025 Jan 29, 2026
Capital Investment Advisory Services, LLC History No change 201 12 0.0% 0.0% 327 0 0.0% Q4 2025 Jan 21, 2026
S&T BANK/PA History No change 187 11 0.0% 0.0% 329 0 0.0% Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History No change 182 11 0.0% 0.0% 330 0 0.0% Q4 2025 Jan 22, 2026
ORG Wealth Partners, LLC History No change 164 10 0.0% 0.0% 331 0 0.0% Q4 2025 Jan 14, 2026
Copia Wealth Management History No change 164 10 0.01% 0.01% 332 0 0.0% Q4 2025 Feb 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 150 9 0.0% 0.0% 333 0 0.0% Q4 2025 Jan 07, 2026
Legacy Bridge, LLC History No change 147 9 0.0% 0.0% 334 0 0.0% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History New 133 8 0.0% 338 +133 New Q4 2025 Feb 10, 2026
Nalls Sherbakoff Group, LLC History No change 125 8 0.01% 0.0% 335 0 0.0% Q4 2025 Mar 12, 2026
CVA Family Office, LLC History No change 130 8 0.0% 0.0% 336 0 0.0% Q4 2025 Jan 12, 2026
Abound Wealth Management History No change 131 8 0.0% 0.0% 337 0 0.0% Q4 2025 Jan 12, 2026
MASECO LLP History New 116 7 0.0% 340 +116 New Q4 2025 Jan 22, 2026
Spire Wealth Management History Added to 115 7 0.0% 0.0% 339 +15 15.0% Q4 2025 Jan 14, 2026
GROUP ONE TRADING LLC History New 102 6 0.0% 341 +102 New Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 98 6 0.0% 342 +98 New Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 92 5 0.0% 0.0% 344 +4 4.55% Q4 2025 Jan 16, 2026
Atlantic Union Bankshares Corp History No change 80 5 0.0% 0.0% 343 0 0.0% Q4 2025 Feb 04, 2026
Clearstead Advisors, LLC History No change 52 3 0.0% 0.0% 345 0 0.0% Q4 2025 Feb 09, 2026
Wilmington Savings Fund Society, FSB History No change 56 3 0.0% 0.0% 346 0 0.0% Q4 2025 Feb 12, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 43 2 0.0% 0.0% 347 0 0.0% Q4 2025 Jan 20, 2026
Concord Wealth Partners History No change 36 2 0.0% 0.0% 348 0 0.0% Q4 2025 Jan 29, 2026
Front Row Advisors LLC History No change 28 1 0.0% 0.0% 349 0 0.0% Q4 2025 Feb 12, 2026
Crewe Advisors LLC History No change 25 1 0.0% 0.0% 350 0 0.0% Q4 2025 Jan 16, 2026
Key FInancial Inc History No change 25 1 0.0% 0.0% 351 0 0.0% Q4 2025 Feb 09, 2026
Central Pacific Bank - Trust Division History No change 18 1 0.0% 0.0% 352 0 0.0% Q4 2025 Jan 07, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.01% -217,536 -100.0% Q3 2025 Nov 13, 2025
Kingsview Wealth Management, LLC History Closed out 0 0 0.09% -90,958 -100.0% Q3 2025 Nov 12, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -43,134 -100.0% Q3 2025 Nov 14, 2025
Cinctive Capital Management LP History Closed out 0 0 0.09% -30,000 -100.0% Q3 2025 Nov 14, 2025
Financial Management Professionals, Inc. History Closed out 0 0 0.1% -16,115 -100.0% Q3 2025 Oct 15, 2025
Caprock Group, LLC History Closed out 0 0 0.02% -15,182 -100.0% Q3 2025 Nov 06, 2025
COURIER CAPITAL LLC History Closed out 0 0 0.04% -10,631 -100.0% Q3 2025 Oct 29, 2025
Forthright Family Wealth Advisory LLC History Closed out 0 0 0.33% -8,579 -100.0% Q3 2025 Nov 04, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.01% -6,241 -100.0% Q3 2025 Nov 12, 2025
INSPIRION WEALTH ADVISORS, LLC History Closed out 0 0 0.04% -6,151 -100.0% Q3 2025 Oct 06, 2025
Warren Street Wealth Advisors, LLC History Closed out 0 0 0.07% -3,919 -100.0% Q3 2025 Oct 17, 2025
AQR CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -3,876 -100.0% Q3 2025 Nov 14, 2025
CIDEL ASSET MANAGEMENT INC History Closed out 0 0 0.01% -3,338 -100.0% Q3 2025 Nov 07, 2025
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -1,700 -100.0% Q3 2025 Nov 03, 2025
United Financial Planning Group LLC History Closed out 0 0 0.02% -886 -100.0% Q3 2025 Nov 13, 2025
Main Street Group, LTD History Closed out 0 0 0.01% -384 -100.0% Q3 2025 Nov 07, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 0.01% -254 -100.0% Q3 2025 Nov 10, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 0.0% -213 -100.0% Q3 2025 Nov 13, 2025
Manchester Capital Management LLC History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 14, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -192 -100.0% Q3 2025 Nov 03, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -192 -100.0% Q3 2025 Nov 14, 2025
NBT BANK N A /NY History Closed out 0 0 0.0% -137 -100.0% Q3 2025 Oct 28, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -93 -100.0% Q3 2025 Oct 07, 2025
AllSquare Wealth Management LLC History Closed out 0 0 0.0% -19 -100.0% Q3 2025 Jan 12, 2026
Horizon Investments, LLC History Reduced 7 0 0.0% -12 -63.16% Q4 2025 Feb 02, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 0 0.0% Q4 2025 Feb 05, 2026