GSK plc - GSK

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

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
DODGE & COX History Reduced 68,517,969 3,360,121 1.81% 1.83% 1 -9,885,765 -12.61% Q4 2025 Feb 13, 2026
FMR LLC History Added to 67,469,409 3,308,699 0.17% 0.15% 2 +1,325,909 2.0% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 33,195,985 1,627,931 0.56% 0.5% 3 +968,370 3.0% Q4 2025 Feb 09, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 25,130,160 1,232,383 0.93% 0.85% 4 -636,790 -2.47% Q4 2025 Feb 11, 2026
JTC Employer Solutions Trustee Ltd History Reduced 14,428,009 707,693 48.05% 54.03% 5 -169,176 -1.16% Q4 2025 Feb 10, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 12,557,487 615,819 0.11% 0.03% 6 +9,137,167 267.14% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 8,964,159 439,557 0.72% 0.21% 7 +6,175,701 221.47% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 8,480,546 415,886 0.07% — 8 +8,480,546 New Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 8,241,818 404,178 0.05% 0.04% 9 -77,113 -0.93% Q4 2025 Mar 25, 2026
Holocene Advisors, LP History Added to 8,116,527 398,034 0.84% 0.7% 10 +1,016,107 14.31% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 7,894,729 387,159 0.04% 0.04% 11 -57,283 -0.72% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 6,252,723 309,318 0.01% 0.01% 12 -369,228 -5.58% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 6,280,883 308,014 0.05% 0.03% 13 +1,585,448 33.77% Q4 2025 Jan 29, 2026
MORGAN STANLEY History Added to 5,828,663 285,837 0.02% 0.01% 14 +879,435 17.77% Q4 2025 Feb 13, 2026
Mondrian Investment Partners LTD History Reduced 5,806,938 284,772 4.7% 4.21% 15 -30,308 -0.52% Q4 2025 Feb 09, 2026
EQUITY INVESTMENT CORP History Reduced 4,110,579 201,582 4.07% 3.86% 16 -158,996 -3.72% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,753,102 184,052 0.01% 0.01% 17 -772,943 -17.08% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 3,671,249 180,038 0.15% — 18 +3,671,249 New Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 3,657,931 179,384 0.54% 0.61% 19 -944,270 -20.52% Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 3,489,374 171,118 0.44% 0.31% 20 +917,248 35.66% Q4 2025 Feb 17, 2026
Aristotle Capital Management, LLC History Reduced 4,567,017 150,325 0.3% 0.26% 21 -49,016 -1.06% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Reduced 2,843,415 139,441 0.23% 0.28% 22 -793,572 -21.82% Q4 2025 Feb 12, 2026
Eversept Partners, LP History Added to 2,679,721 131,413 6.62% 6.31% 23 +559,275 26.38% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,644,730 129,697 0.04% 0.04% 24 -548,539 -17.18% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,599,904 127,499 0.04% 0.05% 25 -251,799 -8.83% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,535,850 124,358 0.02% 0.02% 26 -308,137 -10.83% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,499,454 122,573 0.03% 0.02% 27 +4,922 0.2% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 2,475,739 121,414 0.04% 0.04% 28 -316,886 -11.35% Q4 2025 Feb 18, 2026
Align Financial, LLC History New 114,754 114,754 0.07% — 29 +114,754 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 2,281,817 111,900 0.01% 0.01% 30 -68,186 -2.9% Q4 2025 Feb 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 2,265,186 111,084 0.07% — 31 +2,265,186 New Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 1,814,189 88,967 0.0% 0.0% 32 -160,034 -8.11% Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 1,737,118 85,188 0.22% 0.07% 33 +1,256,734 261.61% Q4 2025 Feb 10, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 1,724,576 84,573 0.64% 0.65% 34 -143,428 -7.68% Q4 2025 Feb 11, 2026
NORTHERN TRUST CORP History Reduced 1,700,213 83,378 0.01% 0.01% 35 -581,650 -25.49% Q4 2025 Feb 17, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Reduced 1,674,863 82,135 1.34% 1.24% 36 -1,105 -0.07% Q4 2025 Feb 11, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 1,650,304 81,359 1.06% 1.02% 37 -201,265 -10.87% Q4 2025 Feb 03, 2026
MILLER HOWARD INVESTMENTS INC /NY History Reduced 1,642,114 80,529 2.43% 2.19% 38 -19,496 -1.17% Q4 2025 Jan 27, 2026
SEI INVESTMENTS CO History Added to 1,632,600 80,062 0.08% 0.04% 39 +717,769 78.46% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 1,582,143 77,588 0.02% 0.02% 40 -89,285 -5.34% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History New 1,474,951 72,331 0.08% — 41 +1,474,951 New Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 1,419,199 69,597 0.01% 0.01% 42 -178,601 -11.18% Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Added to 1,416,525 69,466 0.25% 0.24% 43 +14,770 1.05% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 1,411,255 69,207 0.01% 0.01% 44 -658,268 -31.81% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 1,235,528 60,592 0.07% 0.07% 45 +60,273 5.13% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,231,708 60,402 0.03% 0.02% 46 +147,119 13.56% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 1,194,367 58,571 0.05% 0.03% 47 +540,104 82.55% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,183,895 58,058 0.01% 0.01% 48 -162,300 -12.06% Q4 2025 Feb 17, 2026
Brandywine Global Investment Management, LLC History New 1,116,087 54,732 0.37% — 49 +1,116,087 New Q4 2025 Feb 11, 2026
Douglas Lane & Associates, LLC History Reduced 1,044,790 51,236 0.7% 0.67% 50 -76,109 -6.79% Q4 2025 Jan 22, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,035,572 50,784 0.08% 0.11% 51 -952,381 -47.91% Q4 2025 Feb 12, 2026
Callodine Capital Management, LP History Added to 1,004,327 49,252 3.96% 2.65% 52 +302,276 43.06% Q4 2025 Feb 13, 2026
ARMISTICE CAPITAL, LLC History New 1,000,000 49,040 0.58% — 53 +1,000,000 New Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 937,588 45,979 0.01% 0.01% 54 -92,613 -8.99% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Reduced 928,982 45,557 0.05% 0.05% 55 -28,510 -2.98% Q4 2025 Feb 17, 2026
Optiver Holding B.V. History Added to 925,020 45,362 0.02% 0.01% 56 +372,220 67.33% Q4 2025 Feb 17, 2026
Thomasville National Bank History Added to 890,098 43,650 2.71% 2.41% 57 +4,260 0.48% Q4 2025 Jan 26, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 854,331 41,896 0.37% 0.02% 58 +814,275 2032.84% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 836,194 41,007 0.04% 0.03% 59 -48,827 -5.52% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 746,695 36,617 0.03% 0.03% 60 -178,136 -19.26% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 693,005 33,984 0.01% 0.01% 61 +129,315 22.94% Q4 2025 Feb 17, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 662,017 32,465 0.54% 0.49% 62 -29,243 -4.23% Q4 2025 Feb 17, 2026
Soleus Capital Management, L.P. History Added to 639,000 31,336 1.16% 0.48% 63 +419,000 190.45% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Added to 633,504 31,067 0.1% 0.06% 64 +278,027 78.21% Q4 2025 Feb 13, 2026
ABC ARBITRAGE SA History Added to 578,392 28,364 2.66% 0.33% 65 +501,590 653.09% Q4 2025 Feb 04, 2026
WELCH & FORBES LLC History No change 518,597 25,431 0.31% 0.27% 66 0 0.0% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 494,485 24,249 0.03% 0.01% 67 +397,125 407.89% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 462,441 22,678 0.02% 0.02% 68 -17,741 -3.69% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 432,864 21,227 0.04% 0.03% 69 +69,404 19.1% Q4 2025 Jan 23, 2026
PEAK6 LLC History Added to 423,900 20,788 0.04% 0.0% 70 +380,400 874.48% Q4 2025 Mar 12, 2026
SIMPLEX TRADING, LLC History Reduced 419,200 20,557 0.01% 0.01% 71 -166,504 -28.43% Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History Reduced 396,020 19,096 0.9% 0.98% 72 -16,037 -3.89% Q4 2025 Jan 21, 2026
Foster Victor Wealth Advisors, LLC History Added to 391,205 18,863 1.1% 1.04% 73 +5,733 1.49% Q4 2025 Jan 26, 2026
Creative Planning History Added to 381,642 18,715 0.01% 0.01% 74 +48,306 14.49% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 380,919 18,680 0.02% 0.0% 75 +317,030 496.22% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 376,877 18,482 0.01% 0.0% 76 +330,906 719.81% Q4 2025 Feb 10, 2026
Aquatic Capital Management LLC History Added to 357,817 17,547 0.5% 0.13% 77 +189,342 112.39% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 349,641 17,146 0.02% 0.02% 78 -34,851 -9.06% Q4 2025 Feb 02, 2026
IMC-Chicago, LLC History Reduced 348,900 17,110 0.01% 0.01% 79 -45,319 -11.5% Q4 2025 Jan 29, 2026
CIBC WORLD MARKET INC. History Reduced 347,227 17,028 0.03% 0.03% 80 -28,106 -7.49% Q4 2025 Feb 10, 2026
CULLEN/FROST BANKERS, INC. History Reduced 344,786 16,908 0.19% 0.19% 81 -26,341 -7.1% Q4 2025 Feb 06, 2026
Alyeska Investment Group, L.P. History New 341,628 16,753 0.05% — 82 +341,628 New Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 336,781 16,516 0.04% 0.04% 83 -8,557 -2.48% Q4 2025 Feb 11, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 331,875 16,275 0.34% 0.3% 84 -11,099 -3.24% Q4 2025 Feb 02, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 328,764 16,122 0.11% 0.09% 85 0 0.0% Q4 2025 Feb 17, 2026
ADVISORY RESEARCH INC History Added to 323,838 15,881 2.0% 1.8% 86 +7,074 2.23% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 321,689 15,775 0.03% 0.03% 87 +71,471 28.56% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 309,700 15,187 0.04% 0.03% 88 +57,400 22.75% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 306,255 15,018 0.02% 0.02% 89 +34,859 12.84% Q4 2025 Jan 28, 2026
MML INVESTORS SERVICES, LLC History Reduced 301,577 14,789 0.04% 0.04% 90 -4,962 -1.62% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 300,383 14,747 0.0% 0.0% 91 -6,923 -2.25% Q4 2025 Feb 17, 2026
TANG CAPITAL MANAGEMENT LLC History Reduced 300,000 14,712 0.73% 0.66% 92 -100,000 -25.0% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History New 295,747 14,503 0.05% — 93 +295,747 New Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 289,888 14,216 0.0% 0.0% 94 +35,754 14.07% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Added to 285,929 14,021 0.3% 0.3% 95 +66,376 30.23% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 272,473 13,362 0.02% 0.02% 96 -17,608 -6.07% Q4 2025 Feb 12, 2026
Stockman Wealth Management, Inc. History Added to 270,094 13,245 1.54% 1.44% 97 +601 0.22% Q4 2025 Jan 29, 2026
TruWealth Advisors, LLC History Added to 266,382 13,063 0.64% 0.57% 98 +4,519 1.73% Q4 2025 Jan 07, 2026
BNP Paribas Asset Management Holding S.A. History New 256,880 12,597 0.01% — 99 +256,880 New Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 255,355 12,522 0.01% 0.01% 100 -18,015 -6.59% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 236,602 11,602 0.01% 0.01% 101 +32,996 16.21% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 229,212 11,240 0.27% 0.02% 102 +209,102 1039.79% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 229,015 11,230 0.06% 0.04% 103 +45,130 24.54% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Added to 220,919 10,833 0.01% 0.01% 104 +77,479 54.01% Q4 2025 Jan 30, 2026
Walleye Trading LLC History Added to 215,900 10,587 0.02% 0.0% 105 +145,194 205.35% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 213,133 10,457 0.02% 0.01% 106 -21,008 -8.97% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 212,779 10,434 0.0% 0.0% 107 +15,690 7.96% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 210,153 10,305 0.06% 0.04% 108 +45,282 27.47% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Added to 209,816 10,289 0.01% 0.01% 109 +83,228 65.75% Q4 2025 Feb 13, 2026
Visionary Wealth Advisors History Reduced 209,201 10,259 0.46% 0.43% 110 -4,040 -1.89% Q4 2025 Feb 13, 2026
NINE MASTS CAPITAL Ltd History New 205,929 10,111 1.74% — 111 +205,929 New Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Reduced 199,807 9,799 0.01% 0.02% 112 -153,192 -43.4% Q4 2025 Feb 10, 2026
Altrius Capital Management Inc History Reduced 197,007 9,661 2.05% 2.27% 113 -33,110 -14.39% Q4 2025 Feb 02, 2026
CITIGROUP INC History Reduced 193,030 9,466 0.0% 0.0% 114 -48,939 -20.23% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 160,883 9,451 0.01% 0.01% 115 +26,168 19.42% Q4 2025 Feb 18, 2026
Euro Pacific Asset Management, LLC History Reduced 210,813 9,437 1.05% 1.06% 116 -1,205 -0.57% Q4 2025 Jan 21, 2026
GROUP ONE TRADING LLC History Reduced 190,200 9,327 0.02% 0.02% 117 -46,500 -19.65% Q4 2025 Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 185,564 9,100 0.22% 0.21% 118 -10,756 -5.48% Q4 2025 Feb 03, 2026
Bell Bank History Reduced 184,200 9,033 0.39% 0.36% 119 -8,681 -4.5% Q4 2025 Jan 14, 2026
Cerity Partners LLC History Reduced 181,499 8,890 0.01% 0.02% 120 -43,651 -19.39% Q4 2025 Feb 11, 2026
KEATING INVESTMENT COUNSELORS INC History Added to 180,109 8,832 2.45% 2.21% 121 +578 0.32% Q4 2025 Jan 30, 2026
KAHN BROTHERS GROUP INC History Reduced 178,696 8,763 1.55% 2.12% 122 -82,141 -31.49% Q4 2025 Feb 12, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 175,084 8,586 0.22% 0.3% 123 -83,906 -32.4% Q4 2025 Jan 23, 2026
MACKENZIE FINANCIAL CORP History Reduced 171,602 8,443 0.01% 0.01% 124 -26,753 -13.49% Q4 2025 Feb 18, 2026
Ethic Inc. History Reduced 168,148 8,245 0.13% 0.12% 125 -5,945 -3.41% Q4 2025 Feb 03, 2026
Robertson Stephens Wealth Management, LLC History New 161,662 7,997 0.21% — 126 +161,662 New Q4 2025 Feb 02, 2026
Clean Yield Group History Reduced 161,357 7,912 2.2% 2.0% 127 -2,435 -1.49% Q4 2025 Jan 26, 2026
OLD MISSION CAPITAL LLC History New 159,910 7,841 0.18% — 128 +159,910 New Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History New 158,715 7,783 0.42% — 129 +158,715 New Q4 2025 Jan 07, 2026
CWM, LLC History Reduced 155,666 7,634 0.02% 0.02% 130 -3,701 -2.32% Q4 2025 Jan 26, 2026
HENNESSY ADVISORS INC History Reduced 152,660 7,486 0.27% 0.24% 131 -8,500 -5.27% Q4 2025 Jan 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 152,372 7,472 0.0% 0.0% 132 +23,629 18.35% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 150,958 7,403 0.11% 0.09% 133 +18,904 14.32% Q4 2025 Feb 09, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 144,531 7,087 0.08% 0.06% 134 +28,324 24.37% Q4 2025 Feb 02, 2026
Oxbow Advisors, LLC History New 142,798 7,002 0.62% — 135 +142,798 New Q4 2025 Feb 04, 2026
Pinnacle Financial Partners, Inc. History New 141,957 6,961 0.05% — 136 +141,957 New Q4 2025 Feb 18, 2026
HOURGLASS CAPITAL, LLC History Added to 138,409 6,787 1.46% 1.27% 137 +7,046 5.36% Q4 2025 Jan 14, 2026
Orion Porfolio Solutions, LLC History Added to 135,925 6,665 0.05% 0.04% 138 +10,940 8.75% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 128,517 6,505 0.01% 0.01% 139 -24,912 -16.24% Q4 2025 Jan 08, 2026
PFA Pension, Forsikringsaktieselskab History New 129,513 6,384 0.02% — 140 +129,513 New Q4 2025 Feb 02, 2026
CREDIT AGRICOLE S A History New 128,477 6,300 0.01% — 141 +128,477 New Q4 2025 Feb 17, 2026
Midwest Trust Co History Added to 127,742 6,264 0.08% 0.07% 142 +200 0.16% Q4 2025 Feb 04, 2026
Gilman Hill Asset Management, LLC History Added to 126,848 6,220 0.98% 0.83% 143 +3,540 2.87% Q4 2025 Jan 12, 2026
NIA IMPACT ADVISORS, LLC History Added to 126,607 6,208 2.08% 1.55% 144 +16,432 14.91% Q4 2025 Feb 09, 2026
HighTower Advisors, LLC History Reduced 122,727 6,018 0.01% 0.01% 145 -166,175 -57.52% Q4 2025 Feb 06, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 122,000 5,982 1.16% 1.11% 146 0 0.0% Q4 2025 Feb 17, 2026
Stamos Capital Partners, L.P. History Reduced 120,183 5,893 0.95% 1.12% 147 -17,051 -12.42% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 119,901 5,879 0.08% 0.05% 148 +58,354 94.81% Q4 2025 Feb 06, 2026
ProVise Management Group, LLC History Added to 119,850 5,877 0.42% 0.38% 149 +462 0.39% Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 119,610 5,866 0.02% 0.01% 150 -6,776 -5.36% Q4 2025 Feb 05, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 119,066 5,839 1.85% 1.68% 151 +171 0.14% Q4 2025 Feb 12, 2026
Arjuna Capital History Reduced 118,706 5,821 1.43% 1.27% 152 -37 -0.03% Q4 2025 Feb 05, 2026
Stablepoint Partners, LLC History Reduced 118,493 5,810 0.91% 0.81% 153 -116 -0.1% Q4 2025 Jan 13, 2026
Rockefeller Capital Management L.P. History Added to 116,248 5,700 0.01% 0.01% 154 +39,140 50.76% Q4 2025 Mar 16, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 114,917 5,635 0.24% 0.19% 155 +10,490 10.05% Q4 2025 Feb 12, 2026
Hillman Capital Management, Inc. History Reduced 114,336 5,607 3.53% 3.56% 156 -27,443 -19.36% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 117,427 5,550 0.01% 0.01% 157 -5,832 -4.73% Q4 2025 Mar 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 108,402 5,316 0.0% 0.0% 158 -15,085 -12.22% Q4 2025 Feb 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 107,795 5,286 0.24% 0.28% 159 -25,269 -18.99% Q4 2025 Feb 11, 2026
Arkadios Wealth Advisors History Added to 107,379 5,265 0.1% 0.07% 160 +39,863 59.04% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 107,251 5,259 0.02% 0.09% 161 -242,667 -69.35% Q4 2025 Feb 17, 2026
Stanley-Laman Group, Ltd. History Added to 104,136 5,106 0.65% 0.6% 162 +7,073 7.29% Q4 2025 Jan 23, 2026
Verition Fund Management LLC History Added to 102,868 5,044 0.02% 0.01% 163 +40,668 65.38% Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Added to 102,461 5,024 0.09% 0.04% 164 +16,936 19.8% Q4 2025 Feb 18, 2026
OPAL CAPITAL LLC History New 101,275 4,967 1.24% — 165 +101,275 New Q4 2025 Feb 17, 2026
TrueMark Investments, LLC History Added to 101,132 4,959 0.95% 0.66% 166 +13,158 14.96% Q4 2025 Jan 14, 2026
LEUTHOLD GROUP, LLC History New 100,358 4,921 0.53% — 167 +100,358 New Q4 2025 Feb 05, 2026
JBF Capital, Inc. History No change 100,000 4,904 0.71% 0.61% 168 0 0.0% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 96,988 4,756 0.01% — 169 +96,988 New Q4 2025 Feb 17, 2026
Krensavage Asset Management, LLC History Reduced 96,729 4,744 1.68% 5.0% 170 -175,000 -64.4% Q4 2025 Feb 18, 2026
Quadrature Capital Ltd History New 96,329 4,723 0.05% — 171 +96,329 New Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 94,554 4,636 0.02% 0.02% 172 +2,477 2.69% Q4 2025 Feb 18, 2026
&PARTNERS History Reduced 93,305 4,575 0.02% 0.03% 173 -2,485 -2.59% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History Added to 92,885 4,561 0.21% 0.14% 174 +65,457 238.65% Q4 2025 Feb 12, 2026
LM Advisors LLC History Reduced 225 4,559 0.08% 0.03% 175 -5,294 -95.92% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 92,268 4,524 0.04% 0.04% 176 +4,184 4.75% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Reduced 91,211 4,473 0.02% 0.02% 177 -17,430 -16.04% Q4 2025 Jan 12, 2026
Yelin Lapidot Holdings Management Ltd. History No change 88,500 4,340 0.87% 0.8% 178 0 0.0% Q4 2025 Feb 05, 2026
Diversified Trust Co History Added to 87,145 4,273 0.08% 0.03% 179 +57,689 195.85% Q4 2025 Jan 09, 2026
Atria Investments, Inc History Reduced 86,294 4,231 0.05% 0.05% 180 -13,560 -13.58% Q4 2025 Feb 05, 2026
Roberts Wealth Advisors, LLC History Added to 85,771 4,206 1.1% 0.98% 181 +644 0.76% Q4 2025 Jan 13, 2026
Twin Tree Management, LP History Reduced 83,300 4,085 0.04% 0.06% 182 -251,500 -75.12% Q4 2025 Feb 11, 2026
Tweedy, Browne Co LLC History No change 82,243 4,033 0.33% 0.31% 183 0 0.0% Q4 2025 Feb 03, 2026
NewEdge Wealth, LLC History Added to 80,099 3,928 0.04% 0.05% 184 +2,096 2.69% Q4 2025 Feb 03, 2026
Cohen Klingenstein LLC History No change 79,398 3,893 0.12% 0.11% 185 0 0.0% Q4 2025 Jan 20, 2026
Integrated Quantitative Investments LLC History No change 79,030 3,875 0.83% 0.97% 186 0 0.0% Q4 2025 Feb 12, 2026
JOHN G ULLMAN & ASSOCIATES INC History Reduced 78,940 3,871 0.52% 0.47% 187 -2,020 -2.5% Q4 2025 Feb 05, 2026
Pathstone Holdings, LLC History New 75,978 3,731 0.01% — 188 +75,978 New Q4 2025 Feb 13, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 74,090 3,633 0.66% 0.67% 189 -14,434 -16.31% Q4 2025 Jan 14, 2026
D.A. DAVIDSON & CO. History Added to 73,324 3,595 0.02% 0.02% 190 +494 0.68% Q4 2025 Jan 29, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 73,172 3,588 0.04% 0.07% 191 -72,592 -49.8% Q4 2025 Feb 02, 2026
LINCLUDEN MANAGEMENT LTD History Added to 100,877 3,533 0.3% 0.3% 192 +39,397 64.08% Q4 2025 Jan 30, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 72,039 3,532 0.01% 0.01% 193 -6,605 -8.4% Q4 2025 Feb 17, 2026
Advisors Asset Management, Inc. History Reduced 71,429 3,502 0.06% 0.06% 194 -8,533 -10.67% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 70,787 3,471 0.07% 0.08% 195 -16,404 -18.81% Q4 2025 Feb 05, 2026
WealthTrust Axiom LLC History Added to 69,596 3,412 0.88% 0.8% 196 +104 0.15% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Reduced 69,398 3,403 0.02% 0.02% 197 -3,749 -5.13% Q4 2025 Feb 17, 2026
Old Port Advisors History Added to 68,327 3,350 0.82% 0.73% 198 +812 1.2% Q4 2025 Jan 08, 2026
Cinctive Capital Management LP History New 67,804 3,325 0.18% — 199 +67,804 New Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 67,688 3,319 0.0% 0.0% 200 +4,334 6.84% Q4 2025 Feb 17, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 67,092 3,290 0.19% 0.17% 201 0 0.0% Q4 2025 Jan 22, 2026
Focus Partners Wealth History Added to 66,926 3,285 0.0% 0.0% 202 +18,127 37.15% Q4 2025 Feb 13, 2026
NKCFO LLC History New 66,800 3,276 0.95% — 203 +66,800 New Q4 2025 Feb 02, 2026
Amundi History New 65,478 3,211 0.0% — 204 +65,478 New Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Added to 65,226 3,198 0.25% 0.04% 205 +54,913 532.46% Q4 2025 Feb 04, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 64,394 3,157 0.01% 0.01% 206 -6,735 -9.47% Q4 2025 Feb 06, 2026
Cardinal Capital Management History Added to 61,744 3,054 0.4% 0.37% 207 +251 0.41% Q4 2025 Jan 30, 2026
Ashton Thomas Private Wealth, LLC History Reduced 60,781 3,006 0.07% 0.07% 208 -33 -0.05% Q4 2025 Jan 29, 2026
AIMZ Investment Advisors, LLC History Reduced 60,823 2,982 0.85% 0.83% 209 -397 -0.65% Q4 2025 Feb 17, 2026
Simmons Bank History Added to 60,522 2,967 0.2% 0.17% 210 +161 0.27% Q4 2025 Feb 05, 2026
DRW Securities, LLC History Added to 59,538 2,919 0.08% 0.01% 211 +46,718 364.41% Q4 2025 Feb 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 58,504 2,869 0.05% 0.04% 212 +12,905 28.3% Q4 2025 Jan 23, 2026
Optimist Retirement Group LLC History Reduced 58,048 2,846 1.3% 1.15% 213 -1,172 -1.98% Q4 2025 Feb 09, 2026
MADDEN SECURITIES Corp History Reduced 57,430 2,816 0.86% 0.76% 214 -300 -0.52% Q4 2025 Feb 04, 2026
Federation des caisses Desjardins du Quebec History Reduced 57,013 2,795 0.01% 0.01% 215 -5,854 -9.31% Q4 2025 Feb 12, 2026
Hamilton Wealth, LLC History New 56,605 2,775 0.53% — 216 +56,605 New Q4 2025 Feb 19, 2026
Neuberger Berman Group LLC History Reduced 56,421 2,766 0.0% 0.0% 217 -8,439 -13.01% Q4 2025 Feb 13, 2026
First Bank & Trust History Added to 56,333 2,762 0.45% 0.37% 218 +5,182 10.13% Q4 2025 Jan 12, 2026
Robinson Value Management, Ltd. History Reduced 56,168 2,754 1.49% 1.42% 219 -369 -0.65% Q4 2025 Jan 12, 2026
Kestra Advisory Services, LLC History Added to 55,578 2,725 0.01% 0.01% 220 +5,445 10.86% Q4 2025 Feb 13, 2026
Campbell & CO Investment Adviser LLC History Added to 54,984 2,696 0.13% 0.08% 221 +30,055 120.56% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Added to 54,735 2,684 0.01% 0.01% 222 +4,613 9.2% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 54,668 2,680 0.01% — 223 +54,668 New Q4 2025 Feb 17, 2026
Argent Advisors, Inc. History Reduced 54,561 2,675 0.75% 0.72% 224 -1,764 -3.13% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 54,502 2,672 0.05% 0.04% 225 +16,765 44.43% Q4 2025 Feb 06, 2026
XTX Topco Ltd History Reduced 54,270 2,661 0.07% 0.15% 226 -10,613 -16.36% Q4 2025 Feb 17, 2026
PHILADELPHIA TRUST CO History Reduced 53,688 2,633 0.18% 0.2% 227 -12,428 -18.8% Q4 2025 Feb 12, 2026
GREAT LAKES ADVISORS, LLC History Added to 53,078 2,602 0.02% 0.02% 228 +3,799 7.71% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Reduced 52,720 2,585 0.02% 0.02% 229 -1,791 -3.29% Q4 2025 Jan 05, 2026
LMR Partners LLP History Reduced 52,600 2,579 0.0% 0.08% 230 -384,302 -87.96% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Reduced 52,335 2,566 0.04% 0.03% 231 -1,856 -3.42% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 51,462 2,523 0.08% 0.07% 232 +506 0.99% Q4 2025 Jan 30, 2026
CIBC Asset Management Inc History Reduced 51,146 2,508 0.01% 0.01% 233 -24,887 -32.73% Q4 2025 Feb 10, 2026
Haverford Trust Co History Reduced 50,846 2,493 0.02% 0.03% 234 -14,002 -21.59% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Added to 50,533 2,478 0.04% 0.01% 235 +34,428 213.77% Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Reduced 49,359 2,420 0.01% 0.01% 236 -2,748 -5.27% Q4 2025 Feb 12, 2026
Ledyard National Bank History Added to 49,304 2,417 0.21% 0.19% 237 +48 0.1% Q4 2025 Jan 21, 2026
QUADRANT CAPITAL GROUP LLC History Added to 49,152 2,410 0.07% 0.06% 238 +9,552 24.12% Q4 2025 Feb 13, 2026
Koss-Olinger Consulting, LLC History Reduced 48,981 2,402 0.19% 0.21% 239 -16,686 -25.41% Q4 2025 Feb 10, 2026
Tidal Investments LLC History Added to 48,301 2,368 0.01% 0.0% 240 +7,393 18.07% Q4 2025 Feb 13, 2026
CHRISTINE MESSMER PC History New 47,476 2,328 1.52% — 241 +47,476 New Q4 2025 Feb 03, 2026
Harvest Portfolios Group Inc. History Reduced 47,200 2,314 0.04% 0.04% 242 -3,000 -5.98% Q4 2025 Feb 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 47,035 2,306 0.0% — 243 +47,035 New Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Added to 47,011 2,305 0.01% 0.01% 244 +5,975 14.56% Q4 2025 Feb 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 46,869 2,298 0.03% 0.03% 245 +112 0.24% Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 46,662 2,288 0.01% 0.01% 246 +324 0.7% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 46,480 2,279 0.0% 0.0% 247 +11,861 34.26% Q4 2025 Feb 17, 2026
Farringdon Capital, Ltd. History New 46,306 2,270 0.56% — 248 +46,306 New Q4 2025 Feb 17, 2026
Csenge Advisory Group History Added to 45,390 2,225 0.1% 0.08% 249 +4,557 11.16% Q4 2025 Feb 06, 2026
Marks Group Wealth Management, Inc History Added to 45,197 2,216 0.21% 0.16% 250 +4,248 10.37% Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Added to 45,671 2,211 0.01% 0.0% 251 +34,125 295.56% Q4 2025 Feb 10, 2026
Nicholas Hoffman & Company, LLC. History Reduced 44,950 2,204 0.05% 0.05% 252 -2,648 -5.56% Q4 2025 Feb 02, 2026
SIGNATUREFD, LLC History Added to 44,674 2,190 0.03% 0.03% 253 +2,437 5.77% Q4 2025 Jan 20, 2026
OPPENHEIMER & CO INC History Added to 44,358 2,175 0.03% 0.02% 254 +842 1.93% Q4 2025 Feb 02, 2026
TWIN CITY PRIVATE WEALTH, LLC History Reduced 43,912 2,172 1.64% 1.5% 255 -153 -0.35% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 44,290 2,171 0.03% 0.03% 256 +2,717 6.54% Q4 2025 Feb 12, 2026
F/m Investments LLC History Reduced 44,287 2,171 0.08% 0.08% 257 -2,199 -4.73% Q4 2025 Feb 03, 2026
CHOREO, LLC History Reduced 43,717 2,155 0.03% 0.03% 258 -6,804 -13.47% Q4 2025 Jan 23, 2026
FULTON BANK, N.A. History Reduced 42,904 2,104 0.07% 0.07% 259 -2,684 -5.89% Q4 2025 Jan 08, 2026
STEPHENS INC /AR/ History Reduced 42,826 2,100 0.03% 0.03% 260 -2,965 -6.48% Q4 2025 Feb 05, 2026
Laird Norton Wetherby Trust Company, LLC History New 42,456 2,099 0.04% — 261 +42,456 New Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 42,671 2,092 0.04% 0.05% 262 +11,313 36.08% Q4 2025 Feb 11, 2026
Naviter Wealth, LLC History Reduced 42,072 2,081 0.27% 0.26% 263 -8,253 -16.4% Q4 2025 Jan 21, 2026
Crossmark Global Holdings, Inc. History Added to 42,175 2,068 0.03% 0.03% 264 +944 2.29% Q4 2025 Feb 03, 2026
Kendall Capital Management History Added to 41,956 2,057 0.43% 0.32% 265 +9,015 27.37% Q4 2025 Jan 16, 2026
M&T BANK CORP History Reduced 41,827 2,051 0.01% 0.01% 266 -5,546 -11.71% Q4 2025 Jan 30, 2026
BONNESS ENTERPRISES INC History No change 41,480 2,034 0.7% 0.59% 267 0 0.0% Q4 2025 Jan 14, 2026
CWA Asset Management Group, LLC History Added to 40,946 2,007 0.07% 0.06% 268 +5,671 16.08% Q4 2025 Jan 07, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 40,049 1,981 0.15% 0.14% 269 -370 -0.92% Q4 2025 Feb 04, 2026
American Assets Investment Management, LLC History No change 40,000 1,961 0.14% 0.13% 270 0 0.0% Q4 2025 Feb 03, 2026
DGS Capital Management, LLC History Added to 39,934 1,958 0.33% 0.29% 271 +3,592 9.88% Q4 2025 Feb 24, 2026
CITIZENS & NORTHERN CORP History Reduced 39,595 1,941 0.48% 0.44% 272 -1,935 -4.66% Q4 2025 Jan 28, 2026
EVOLVE PRIVATE WEALTH, LLC History New 38,802 1,919 0.11% — 273 +38,802 New Q4 2025 Feb 17, 2026
Manske Wealth Management History Reduced 39,003 1,912 0.57% 0.54% 274 -1,462 -3.61% Q4 2025 Feb 03, 2026
Quantbot Technologies LP History Added to 38,497 1,887 0.06% 0.03% 275 +15,100 64.54% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Added to 37,986 1,862 0.05% 0.04% 276 +11,502 43.43% Q4 2025 Feb 19, 2026
United Bank History Reduced 37,336 1,830 0.62% 0.57% 277 -719 -1.89% Q4 2025 Feb 05, 2026
Beverly Hills Private Wealth, LLC History Reduced 37,223 1,825 0.31% 0.3% 279 -1,798 -4.61% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 37,219 1,825 0.05% 0.04% 278 -571 -1.51% Q4 2025 Feb 03, 2026
Argent Trust Co History Reduced 37,000 1,814 0.06% 0.06% 280 -796 -2.11% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 36,300 1,780 0.0% 0.01% 281 -53,200 -59.44% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Added to 36,224 1,776 0.03% 0.03% 282 +5,537 18.04% Q4 2025 Feb 09, 2026
FOSTER & MOTLEY INC History Added to 35,837 1,757 0.09% 0.07% 283 +5,251 17.17% Q4 2025 Jan 15, 2026
Anchor Investment Management, LLC History Reduced 35,390 1,735 0.14% 0.13% 284 -510 -1.42% Q4 2025 Feb 26, 2026
Lighthouse Investment Partners, LLC History New 35,199 1,726 0.05% — 285 +35,199 New Q4 2025 Feb 17, 2026
Brookstone Capital Management History Added to 34,932 1,713 0.02% 0.02% 286 +464 1.35% Q4 2025 Jan 15, 2026
Royal Fund Management, LLC History Added to 34,793 1,706 0.16% 0.14% 287 +8,024 29.97% Q4 2025 Jan 15, 2026
Abundance Wealth Counselors History Added to 34,667 1,700 0.29% 0.26% 288 +111 0.32% Q4 2025 Jan 26, 2026
Voya Financial Advisors, Inc. History Reduced 34,254 1,682 0.16% 0.14% 289 -520 -1.5% Q4 2025 Feb 13, 2026
Revisor Wealth Management LLC History Added to 34,266 1,673 0.45% 0.26% 290 +17,183 100.59% Q4 2025 Jan 27, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 33,897 1,662 0.02% 0.67% 291 -1,143,104 -97.12% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 33,805 1,657 0.01% 0.01% 292 +1,131 3.46% Q4 2025 Feb 03, 2026
Baird Financial Group, Inc. History Added to 33,535 1,644 0.0% 0.0% 293 +14,406 75.31% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Reduced 33,073 1,621 0.01% 0.01% 294 -2,982 -8.27% Q4 2025 Jan 26, 2026
ICON ADVISERS INC/CO History Reduced 32,800 1,608 0.35% 0.34% 295 -3,000 -8.38% Q4 2025 Feb 13, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 32,617 1,599 0.16% 0.14% 296 +1,162 3.69% Q4 2025 Jan 20, 2026
Leo Wealth, LLC History Added to 32,566 1,597 0.12% 0.16% 297 +3,527 12.15% Q4 2025 Jan 21, 2026
Sigma Planning Corp History Added to 32,519 1,594 0.04% 0.04% 298 +644 2.02% Q4 2025 Jan 30, 2026
BROWN ADVISORY INC History Reduced 32,091 1,573 0.0% 0.0% 299 -5,422 -14.45% Q4 2025 Feb 13, 2026
Greenwich Wealth Management LLC History Added to 31,901 1,564 0.07% 0.07% 300 +1 0.0% Q4 2025 Feb 10, 2026
AE Wealth Management LLC History Reduced 31,825 1,560 0.01% 0.01% 301 -735 -2.26% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Reduced 30,852 1,513 0.11% 0.12% 302 -4,442 -12.59% Q4 2025 Jan 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 30,062 1,486 0.03% 0.03% 303 +2,427 8.78% Q4 2025 Jan 27, 2026
Prime Capital Investment Advisors, LLC History Added to 30,188 1,480 0.02% 0.01% 304 +19,509 182.69% Q4 2025 Jan 21, 2026
Raleigh Capital Management Inc. History Reduced 30,099 1,476 0.54% 0.58% 305 -5,240 -14.83% Q4 2025 Jan 21, 2026
InvesTrust History Reduced 30,023 1,472 0.57% 0.5% 306 -1,538 -4.87% Q4 2025 Jan 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 29,600 1,451 0.07% — 307 +29,600 New Q4 2025 Feb 13, 2026
O'Domhnaill Enterprises, Inc. History New 29,573 1,450 1.36% — 309 +29,573 New Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Reduced 29,586 1,450 0.01% 0.01% 308 -37 -0.12% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 29,529 1,448 0.02% 0.01% 310 +17,553 146.57% Q4 2025 Jan 23, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 29,500 1,446 0.0% 11.16% 311 -26,200 -47.04% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Reduced 29,488 1,446 0.09% 0.09% 312 -5,099 -14.74% Q4 2025 Jan 29, 2026
SATURNA CAPITAL CORP History Added to 29,162 1,430 0.02% 0.01% 313 +8,512 41.22% Q4 2025 Feb 11, 2026
SYON CAPITAL LLC History Added to 29,073 1,425 0.07% 0.07% 314 +382 1.33% Q4 2025 Feb 11, 2026
Hills Bank & Trust Co History Reduced 28,700 1,407 0.08% 0.08% 315 -3,055 -9.62% Q4 2025 Feb 05, 2026
Havemeyer Place LP History New 28,216 1,383 0.27% — 316 +28,216 New Q4 2025 Feb 11, 2026
ROCKLAND TRUST CO History Reduced 27,960 1,371 0.05% 0.05% 317 -444 -1.56% Q4 2025 Jan 15, 2026
Vident Advisory, LLC History Added to 27,919 1,369 0.01% 0.01% 318 +689 2.53% Q4 2025 Feb 18, 2026
DENALI ADVISORS LLC History Added to 27,873 1,366 0.15% 0.09% 319 +8,733 45.63% Q4 2025 Feb 03, 2026
FLOW TRADERS U.S. LLC History New 27,537 1,350 0.04% — 321 +27,537 New Q4 2025 Feb 13, 2026
AUXIER ASSET MANAGEMENT LLC History Reduced 27,532 1,350 0.19% 0.17% 320 -679 -2.41% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 27,457 1,346 0.01% 0.01% 322 -524 -1.87% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History New 27,286 1,338 0.03% — 323 +27,286 New Q4 2025 Feb 03, 2026
Choate Investment Advisors History Reduced 26,957 1,321 0.03% 0.03% 324 -1,979 -6.84% Q4 2025 Feb 09, 2026
NewSquare Capital LLC History New 26,420 1,295 0.11% — 325 +26,420 New Q4 2025 Feb 17, 2026
Caprock Group, LLC History Added to 26,211 1,295 0.03% 0.02% 326 +3,746 16.67% Q4 2025 Jan 28, 2026
Arax Advisory Partners History Reduced 26,041 1,277 0.04% 0.02% 327 -5,476 -17.37% Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History Added to 25,832 1,266 0.07% 0.05% 328 +5,044 24.26% Q4 2025 Jan 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 25,386 1,244 0.0% 0.0% 329 +5,740 29.22% Q4 2025 Jan 30, 2026
VestGen Advisors, LLC History Reduced 25,279 1,239 0.05% 0.13% 330 -61,951 -71.02% Q4 2025 Feb 17, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 24,429 1,230 0.08% 0.05% 331 +9,262 61.07% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 24,832 1,228 0.01% 0.0% 332 +11,585 87.45% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History No change 25,000 1,226 0.0% 0.0% 333 0 0.0% Q4 2025 Feb 06, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 24,892 1,220 0.02% 0.01% 334 -473 -1.86% Q4 2025 Feb 11, 2026
Probity Advisors, Inc. History Reduced 24,775 1,214 0.19% 0.18% 335 -676 -2.66% Q4 2025 Jan 27, 2026
Nuveen, LLC History Reduced 24,501 1,201 0.0% 0.0% 336 -1,047 -4.1% Q4 2025 Feb 12, 2026
VeraBank, N.A. History Reduced 24,269 1,190 0.22% 0.2% 337 -374 -1.52% Q4 2025 Feb 11, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 24,041 1,178 0.14% 0.13% 338 +335 1.41% Q4 2025 Jan 26, 2026
V-Square Quantitative Management LLC History Added to 23,987 1,176 0.12% 0.16% 339 +1,814 8.18% Q4 2025 Jan 22, 2026
Steward Partners Investment Advisory, LLC History Reduced 23,781 1,166 0.01% 0.01% 340 -1,996 -7.74% Q4 2025 Feb 12, 2026
Abel Hall, LLC History Added to 23,692 1,161 0.27% 0.25% 341 +9,359 65.3% Q4 2025 Feb 17, 2026
Lafayette Investments, Inc. History No change 23,300 1,142 0.22% 0.19% 342 0 0.0% Q4 2025 Feb 04, 2026
SG Americas Securities, LLC History Reduced 23,268 1,141 0.0% 0.0% 343 -7,683 -24.82% Q4 2025 Jan 09, 2026
Verity Asset Management, Inc. History Added to 23,144 1,134 0.49% 0.29% 344 +2,567 12.48% Q4 2025 Jan 30, 2026
Premier Path Wealth Partners, LLC History Reduced 23,076 1,131 0.15% 0.17% 345 -7,578 -24.72% Q4 2025 Jan 22, 2026
TOWER TRUST & INVESTMENT Co History Reduced 22,964 1,126 0.71% 0.67% 346 -231 -1.0% Q4 2025 Jan 21, 2026
Moors & Cabot, Inc. History Reduced 22,723 1,114 0.05% 0.04% 347 -804 -3.42% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 22,512 1,103 0.02% 0.01% 348 +11,243 99.77% Q4 2025 Feb 06, 2026
Prosperity Consulting Group, LLC History Reduced 22,494 1,103 0.05% 0.05% 349 -892 -3.81% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 22,392 1,098 0.01% 0.01% 350 +2,401 12.01% Q4 2025 Jan 20, 2026
PINNACLE ASSOCIATES LTD History Reduced 22,357 1,096 0.01% 0.01% 351 -513 -2.24% Q4 2025 Feb 05, 2026
WEALTH ALLIANCE, LLC History Reduced 22,278 1,092 0.11% 0.12% 352 -5,186 -18.88% Q4 2025 Feb 13, 2026
Aspen Grove Capital, LLC History Reduced 21,783 1,077 0.19% 0.21% 353 -7,176 -24.78% Q4 2025 Feb 17, 2026
Central Pacific Bank - Trust Division History Reduced 21,660 1,062 0.13% 0.13% 354 -2,950 -11.99% Q4 2025 Jan 07, 2026
LOM Asset Management Ltd History Reduced 21,430 1,050 0.3% 0.28% 355 -130 -0.6% Q4 2025 Jan 23, 2026
AlphaCore Capital LLC History Reduced 21,218 1,049 0.02% 0.03% 357 -582 -2.67% Q4 2025 Feb 05, 2026
DEARBORN PARTNERS LLC History No change 21,392 1,049 0.05% 0.04% 356 0 0.0% Q4 2025 Feb 11, 2026
MGO ONE SEVEN LLC History Added to 21,189 1,039 0.02% 0.02% 358 +3,070 16.94% Q4 2025 Feb 03, 2026
Intrua Financial, LLC History Reduced 21,082 1,033 0.11% 0.1% 359 -543 -2.51% Q4 2025 Feb 05, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History New 20,976 1,028 0.0% — 360 +20,976 New Q4 2025 Feb 09, 2026
Mutual Advisors, LLC History Added to 20,821 1,021 0.02% 0.02% 361 +3,848 22.67% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Added to 20,728 1,016 0.01% 0.01% 362 +245 1.2% Q4 2025 Jan 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 20,540 1,007 0.06% 0.06% 363 +1,560 8.22% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Added to 20,382 999 0.01% 0.01% 364 +6,679 48.74% Q4 2025 Feb 17, 2026
Qtron Investments LLC History Added to 20,327 996 0.13% 0.06% 365 +8,347 69.67% Q4 2025 Feb 12, 2026
Horizon Investments, LLC History Added to 20,061 983 0.01% 0.01% 366 +1,082 5.7% Q4 2025 Feb 02, 2026
Formidable Asset Management, LLC History Added to 22,537 972 0.14% 0.06% 367 +12,306 120.28% Q4 2025 Jan 16, 2026
Legacy Capital Wealth Partners, LLC History Reduced 19,786 970 0.21% 0.2% 368 -1,888 -8.71% Q4 2025 Jan 16, 2026
XML Financial, LLC History Added to 19,288 945 0.08% 0.06% 369 +2,393 14.16% Q4 2025 Feb 11, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 19,248 943 0.22% — 370 +19,248 New Q4 2025 Feb 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 19,806 943 0.01% 0.01% 371 -1,575 -7.37% Q4 2025 Jan 21, 2026
Apollon Wealth Management, LLC History Added to 19,121 937 0.02% 0.01% 372 +917 5.04% Q4 2025 Jan 22, 2026
Hudson Portfolio Management LLC History Reduced 18,962 929 0.8% 0.78% 373 -1,475 -7.22% Q4 2025 Feb 13, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 18,907 927 0.3% 0.29% 374 -480 -2.48% Q4 2025 Jan 27, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History Reduced 18,699 916 0.82% 0.72% 375 -28 -0.15% Q4 2025 Jan 21, 2026
NICOLET BANKSHARES INC History Reduced 18,645 914 0.15% 0.18% 376 -7,567 -28.87% Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History Reduced 18,653 914 0.01% 0.01% 377 -4,539 -19.57% Q4 2025 Feb 02, 2026
AdvisorNet Financial, Inc History Added to 18,458 905 0.05% 0.04% 378 +286 1.57% Q4 2025 Jan 20, 2026
Clearbridge Investments, LLC History No change 18,239 894 0.0% 0.0% 379 0 0.0% Q4 2025 Feb 11, 2026
Ellevest, Inc. History Reduced 18,171 891 0.12% 0.12% 380 -1,210 -6.24% Q4 2025 Feb 10, 2026
Ballentine Partners, LLC History Reduced 18,145 889 0.01% 0.01% 381 -1,341 -6.88% Q4 2025 Feb 03, 2026
Concurrent Investment Advisors, LLC History Reduced 18,037 884 0.01% 0.02% 382 -2,907 -13.88% Q4 2025 Jan 29, 2026
Investors Research Corp History Reduced 18,008 883 0.16% 0.15% 383 -620 -3.33% Q4 2025 Jan 06, 2026
BAILARD, INC. History Reduced 17,977 881 0.02% 0.02% 384 -959 -5.06% Q4 2025 Feb 04, 2026
Cadence Bank History Added to 17,982 881 0.05% 0.05% 385 +352 2.0% Q4 2025 Jan 30, 2026
IFG Advisory, LLC History Reduced 17,738 869 0.04% 0.04% 386 -893 -4.79% Q4 2025 Feb 10, 2026
Quintet Private Bank (Europe) S.A. History No change 17,700 868 0.05% 0.04% 387 0 0.0% Q4 2025 Jan 20, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 17,657 865 0.45% 0.44% 388 -1,361 -7.16% Q4 2025 Jan 28, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Reduced 17,612 863 0.1% 0.1% 389 -293 -1.64% Q4 2025 Jan 15, 2026
MEYER HANDELMAN CO History Reduced 17,332 849 0.03% 0.02% 390 -880 -4.83% Q4 2025 Jan 15, 2026
AMI ASSET MANAGEMENT CORP History Reduced 17,108 838 0.05% 0.04% 391 -586 -3.31% Q4 2025 Jan 23, 2026
Sivia Capital Partners, LLC History Added to 17,030 835 0.17% 0.16% 393 +3,845 29.16% Q4 2025 Feb 10, 2026
Range Financial Group LLC History Added to 17,040 835 0.29% 0.26% 392 +515 3.12% Q4 2025 Jan 15, 2026
FIDUCIARY TRUST CO History Reduced 16,960 831 0.01% 0.01% 394 -59 -0.35% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Reduced 16,861 826 0.05% 0.04% 395 -601 -3.44% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 16,726 820 0.01% 0.01% 396 -2,419 -12.64% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 16,605 816 0.0% 0.0% 398 +5,442 48.75% Q4 2025 Jan 15, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 16,642 816 0.04% 0.04% 397 -2,300 -12.14% Q4 2025 Feb 02, 2026
INGALLS & SNYDER LLC History Reduced 16,472 808 0.03% 0.02% 399 -47 -0.28% Q4 2025 Feb 13, 2026
Total Wealth Planning & Management, Inc. History New 16,381 803 0.6% — 400 +16,381 New Q4 2025 Feb 11, 2026
May Hill Capital, LLC History Added to 16,360 802 0.1% 0.1% 401 +8,436 106.46% Q4 2025 Feb 05, 2026
NBT BANK N A /NY History Added to 16,253 797 0.05% 0.05% 402 +10 0.06% Q4 2025 Jan 23, 2026
Old North State Wealth Management, LLC History Added to 16,247 797 0.37% 0.33% 403 +8 0.05% Q4 2025 Jan 23, 2026
World Investment Advisors History Added to 16,134 791 0.01% 0.01% 404 +3,730 30.07% Q4 2025 Mar 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 16,032 786 0.0% 0.0% 405 -1,419 -8.13% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Reduced 16,010 785 0.0% 0.0% 406 -710 -4.25% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 15,963 782 0.0% 0.07% 407 -1,348,796 -98.83% Q4 2025 Feb 17, 2026
Gallacher Capital Management LLC History Added to 15,769 773 0.3% 0.27% 408 +40 0.25% Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History Reduced 15,759 772 0.01% 0.01% 409 -691 -4.2% Q4 2025 Feb 09, 2026
RHUMBLINE ADVISERS History Reduced 15,608 765 0.0% 0.0% 410 -6,725 -30.11% Q4 2025 Feb 13, 2026
PROFUND ADVISORS LLC History Added to 15,546 762 0.02% 0.02% 411 +360 2.37% Q4 2025 Feb 06, 2026
HB Wealth Management, LLC History Added to 15,428 756 0.0% 0.0% 412 +748 5.1% Q4 2025 Jan 28, 2026
Drucker Wealth 3.0, LLC History Reduced 15,399 755 0.13% 0.14% 414 -3,292 -17.61% Q4 2025 Feb 03, 2026
Frank, Rimerman Advisors LLC History Added to 15,410 755 0.05% 0.04% 413 +1,866 13.78% Q4 2025 Jan 15, 2026
Independent Advisor Alliance History Added to 15,355 752 0.02% 0.01% 415 +2,295 17.57% Q4 2025 Feb 04, 2026
Texas Bank & Trust Co History Added to 15,178 744 0.27% 0.18% 416 +4,299 39.52% Q4 2025 Feb 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 15,118 742 0.0% 0.0% 417 +8,600 131.94% Q4 2025 Feb 05, 2026
IHT Wealth Management, LLC History Added to 15,010 736 0.02% 0.02% 418 +188 1.27% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 14,883 733 0.03% 0.04% 419 +793 5.63% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 14,932 732 0.02% 0.01% 420 +854 6.07% Q4 2025 Feb 04, 2026
MONETARY MANAGEMENT GROUP INC History No change 14,910 731 0.17% 0.15% 421 0 0.0% Q4 2025 Feb 11, 2026
Mesirow Financial Investment Management, Inc. History Reduced 14,822 726 0.01% 0.01% 422 -1,715 -10.37% Q4 2025 Feb 05, 2026
ADVISORTRUST PARTNERS, LLC History New 14,799 725 0.32% — 423 +14,799 New Q4 2025 Mar 10, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 14,759 723 0.1% 0.12% 424 -4,067 -21.6% Q4 2025 Jan 23, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 14,713 721 0.01% 0.01% 425 +403 2.82% Q4 2025 Feb 10, 2026
J.W. COLE ADVISORS, INC. History Reduced 15,118 715 0.02% 0.01% 426 -442 -2.84% Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History Added to 14,571 714 0.01% 0.0% 427 +2,540 21.11% Q4 2025 Feb 18, 2026
HighPoint Advisor Group LLC History Reduced 14,523 712 0.03% 0.03% 428 -370 -2.48% Q4 2025 Feb 04, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 14,444 708 0.01% 0.01% 429 -546 -3.64% Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 14,389 705 0.04% 0.04% 430 +221 1.56% Q4 2025 Feb 04, 2026
Beutel, Goodman & Co Ltd. History Reduced 14,320 702 0.0% 0.0% 431 -3,370 -19.05% Q4 2025 Feb 13, 2026
Carr Financial Group Corp History Added to 14,314 701 0.19% 0.17% 432 +139 0.98% Q4 2025 Jan 09, 2026
Ignite Planners, LLC History Reduced 13,565 699 0.11% 0.15% 433 -7,458 -35.48% Q4 2025 Feb 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 14,127 692 0.01% 0.01% 434 -1,146 -7.5% Q4 2025 Jan 29, 2026
Empire Financial Management Company, LLC History No change 13,966 684 0.15% 0.14% 435 0 0.0% Q4 2025 Feb 12, 2026
Wilmington Savings Fund Society, FSB History Reduced 13,913 682 0.02% 0.02% 436 -1,131 -7.52% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Reduced 13,858 680 0.0% 0.0% 437 -143 -1.02% Q4 2025 Feb 05, 2026
Jefferies Financial Group Inc. History New 13,825 677 0.0% — 438 +13,825 New Q4 2025 Feb 09, 2026
Barry Investment Advisors, LLC History Reduced 13,749 674 0.15% 0.18% 439 -4,344 -24.01% Q4 2025 Feb 09, 2026
B. Riley Wealth Advisors, Inc. History Reduced 13,687 671 0.03% 0.03% 440 -2,759 -16.78% Q4 2025 Feb 17, 2026
Yoffe Investment Management, LLC History No change 13,657 669 0.85% 0.77% 441 0 0.0% Q4 2025 Jan 26, 2026
Forum Financial Management, LP History Added to 13,496 661 0.01% 0.01% 442 +4 0.03% Q4 2025 Jan 27, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 13,444 659 0.0% 0.0% 443 +4,727 54.23% Q4 2025 Feb 06, 2026
Kingsview Wealth Management, LLC History Reduced 13,440 659 0.01% 0.01% 444 -2,011 -13.02% Q4 2025 Feb 09, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 13,215 651 0.01% 0.01% 445 -5,954 -31.06% Q4 2025 Feb 09, 2026
J2 Capital Management Inc History Reduced 13,195 647 0.47% 0.44% 446 -431 -3.16% Q4 2025 Jan 20, 2026
Heritage Trust Co History No change 13,175 646 0.07% 0.06% 447 0 0.0% Q4 2025 Feb 10, 2026
NWAM LLC History Added to 12,797 643 0.04% 0.03% 448 +117 0.92% Q4 2025 Feb 04, 2026
WCG Wealth Advisors LLC History New 13,104 642 0.02% — 450 +13,104 New Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 13,096 642 0.04% 0.03% 449 -900 -6.43% Q4 2025 Feb 10, 2026
Dynasty Wealth Management, LLC History Added to 13,023 638 0.01% 0.01% 451 +985 8.18% Q4 2025 Feb 10, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 13,001 637 0.21% 0.2% 452 -900 -6.47% Q4 2025 Jan 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 12,942 634 0.03% — 453 +12,942 New Q4 2025 Jan 26, 2026
CHESAPEAKE CAPITAL CORP /IL/ History Added to 12,902 632 0.53% 0.25% 454 +6,371 97.55% Q4 2025 Feb 03, 2026
Pine Valley Investments Ltd Liability Co History Added to 12,860 632 0.03% 0.03% 455 +13 0.1% Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 12,776 631 0.03% 0.02% 456 +5,839 84.17% Q4 2025 Feb 12, 2026
Michels Family Financial, LLC History Added to 12,751 625 0.46% 0.41% 457 +534 4.37% Q4 2025 Feb 19, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 12,672 621 0.01% 0.01% 458 -148 -1.15% Q4 2025 Feb 12, 2026
INTRUST BANK NA History Added to 12,643 620 0.05% 0.05% 459 +67 0.53% Q4 2025 Feb 06, 2026
Florida Trust Wealth Management Co History Added to 12,466 611 0.02% 0.01% 460 +461 3.84% Q4 2025 Jan 20, 2026
KG&L Capital Management,LLC History Reduced 12,573 609 0.15% 0.15% 462 -170 -1.33% Q4 2025 Jan 23, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 12,422 609 0.15% 0.13% 461 -75 -0.6% Q4 2025 Jan 29, 2026
Huber Capital Management LLC History No change 12,409 608 0.09% 0.08% 463 0 0.0% Q4 2025 Feb 13, 2026
Code Waechter LLC History Added to 12,230 599 0.38% 0.35% 464 +202 1.68% Q4 2025 Jan 26, 2026
Genus Capital Management Inc. History Added to 12,080 592 0.07% 0.05% 467 +2,520 26.36% Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 12,073 592 0.0% 0.0% 465 -1,315 -9.82% Q4 2025 Feb 09, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 12,088 592 0.21% 0.19% 466 -40 -0.33% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Added to 12,054 591 0.01% 0.01% 468 +3,097 34.58% Q4 2025 Jan 16, 2026
Investment Partners Asset Management, Inc. History Reduced 12,049 590 0.37% 0.4% 469 -2,082 -14.73% Q4 2025 Jan 15, 2026
Boltwood Capital Management History Reduced 12,023 589 0.15% 0.14% 470 -15 -0.12% Q4 2025 Jan 02, 2026
Holowesko Partners Ltd. History No change 12,000 588 0.2% 0.19% 471 0 0.0% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Added to 11,917 584 0.0% 0.0% 473 +2,887 31.97% Q4 2025 Feb 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 11,923 584 0.0% 0.0% 472 0 0.0% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Added to 11,820 579 0.03% 0.03% 474 +234 2.02% Q4 2025 Jan 27, 2026
Cypress Wealth Services, LLC History Added to 11,793 578 0.08% 0.08% 475 +151 1.3% Q4 2025 Jan 14, 2026
Summit Global Investments History New 11,640 571 0.03% — 476 +11,640 New Q4 2025 Feb 18, 2026
Gryphon Financial Partners LLC History Added to 11,642 570 0.06% 0.05% 478 +2,145 22.59% Q4 2025 Jan 08, 2026
Norway Savings Bank History Added to 11,628 570 0.26% 0.21% 477 +1,412 13.82% Q4 2025 Jan 08, 2026
Tripletail Wealth Management, LLC History No change 11,642 570 0.72% 0.59% 479 0 0.0% Q4 2025 Feb 12, 2026
Fiduciary Alliance LLC History Reduced 11,616 569 0.04% 0.03% 480 -425 -3.53% Q4 2025 Jan 22, 2026
SG Trading Solutions, LLC History New 11,567 567 0.13% — 481 +11,567 New Q4 2025 Feb 24, 2026
Versant Capital Management, Inc History Added to 11,342 556 0.07% 0.06% 482 +1,342 13.42% Q4 2025 Jan 08, 2026
Beacon Financial Strategies CORP History Reduced 11,358 556 0.31% 0.3% 483 -336 -2.87% Q4 2025 Jan 12, 2026
Allworth Financial LP History New 11,238 551 0.0% — 484 +11,238 New Q4 2025 Feb 05, 2026
Jacobi Capital Management LLC History Reduced 11,097 544 0.03% 0.03% 485 -5 -0.05% Q4 2025 Feb 13, 2026
BSW Wealth Partners History Reduced 11,059 542 0.07% 0.06% 486 -158 -1.41% Q4 2025 Jan 23, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 11,040 541 0.05% 0.04% 487 +705 6.82% Q4 2025 Jan 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 11,030 540 0.01% 0.01% 488 +716 6.94% Q4 2025 Jan 07, 2026
GeoWealth Management, LLC History Reduced 10,925 535 0.02% 0.04% 489 -16,940 -60.79% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Reduced 10,737 531 0.01% 0.01% 491 -963 -8.23% Q4 2025 Feb 17, 2026
First Heartland Consultants, Inc. History Added to 10,844 531 0.04% 0.04% 490 +17 0.16% Q4 2025 Jan 09, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 10,706 529 0.19% 0.13% 492 +1,793 20.12% Q4 2025 Jan 21, 2026
PCM Encore, LLC History New 10,782 528 0.11% — 493 +10,782 New Q4 2025 Feb 13, 2026
M Holdings Securities, Inc. History New 10,712 525 0.04% — 494 +10,712 New Q4 2025 Feb 11, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 10,617 520 0.07% 0.03% 495 +4,731 80.38% Q4 2025 Jan 15, 2026
Vontobel Holding Ltd. History Reduced 10,487 514 0.0% 0.0% 496 -550 -4.98% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 10,480 513 0.03% 0.02% 497 -363 -3.35% Q4 2025 Feb 11, 2026
Busey Bank History Reduced 10,262 503 0.01% 0.01% 498 -343 -3.23% Q4 2025 Jan 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 10,250 502 0.01% 0.01% 499 +225 2.24% Q4 2025 Feb 10, 2026
West Family Investments, Inc. History No change 10,189 499 0.12% 14.86% 500 0 0.0% Q4 2025 Feb 11, 2026
EP Wealth Advisors, LLC History New 10,109 495 0.0% — 502 +10,109 New Q4 2025 Feb 18, 2026
CALTON & ASSOCIATES, INC. History Reduced 10,095 495 0.07% 0.07% 501 -90 -0.88% Q4 2025 Feb 10, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 10,015 491 0.08% 0.1% 503 -3,337 -24.99% Q4 2025 Jan 22, 2026
Cornerstone Wealth Management, LLC History Reduced 10,009 490 0.03% 0.02% 504 -258 -2.51% Q4 2025 Feb 05, 2026
Ballew Advisors, Inc History Added to 9,764 487 0.27% 0.24% 505 +2 0.02% Q4 2025 Jan 14, 2026
SITTNER & NELSON, LLC History No change 8,053 485 0.17% 0.13% 506 0 0.0% Q4 2025 Feb 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 9,868 483 0.02% 0.02% 507 -821 -7.68% Q4 2025 Jan 21, 2026
GAMMA Investing LLC History Added to 9,698 475 0.02% 0.02% 508 +1,586 19.55% Q4 2025 Jan 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 9,680 474 0.02% 0.02% 509 +396 4.27% Q4 2025 Jan 28, 2026
Keudell/Morrison Wealth Management History New 9,644 472 0.1% — 510 +9,644 New Q4 2025 Feb 06, 2026
Ameritas Advisory Services, LLC History Reduced 9,644 472 0.02% 0.04% 511 -4,686 -32.7% Q4 2025 Feb 04, 2026
Alan B Lancz & Associates, Inc. History No change 9,620 471 0.41% 0.37% 512 0 0.0% Q4 2025 Feb 06, 2026
Avantax Planning Partners, Inc. History Added to 9,537 467 0.01% 0.01% 513 +83 0.88% Q4 2025 Feb 05, 2026
PFG Investments, LLC History Reduced 9,462 464 0.02% 0.02% 514 -521 -5.22% Q4 2025 Jan 26, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 15,200 462 0.11% 0.03% 517 +11,877 357.42% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History Added to 9,434 462 0.03% 0.03% 516 +71 0.76% Q4 2025 Jan 30, 2026
CHELSEA COUNSEL CO History No change 9,360 462 0.2% 0.18% 515 0 0.0% Q4 2025 Feb 24, 2026
Covenant Partners, LLC History No change 9,414 461 0.13% 0.12% 518 0 0.0% Q4 2025 Jan 26, 2026
Alliance Wealth Advisors, LLC History Added to 9,375 459 0.2% 0.18% 519 +61 0.65% Q4 2025 Jan 14, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 9,234 452 0.01% 0.01% 520 -946 -9.29% Q4 2025 Jan 28, 2026
Vericrest Private Wealth History New 9,094 445 0.4% — 522 +9,094 New Q4 2025 Mar 12, 2026
Keystone Financial Group History Reduced 9,077 445 0.03% 0.03% 521 -11 -0.12% Q4 2025 Feb 06, 2026
CHICAGO TRUST Co NA History Added to 9,007 441 0.07% 0.05% 523 +25 0.28% Q4 2025 Feb 17, 2026
FLC Capital Advisors History No change 9,011 441 0.08% 0.08% 524 0 0.0% Q4 2025 Feb 11, 2026
Gladstone Institutional Advisory LLC History Reduced 8,957 439 0.02% 0.02% 525 -1,126 -11.17% Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 8,916 437 0.01% — 526 +8,916 New Q4 2025 Feb 13, 2026
Park Place Capital Corp History Reduced 8,797 431 0.09% 0.09% 527 -1,527 -14.79% Q4 2025 Jan 09, 2026
IVC Wealth Advisors LLC History New 8,675 425 0.18% — 528 +8,675 New Q4 2025 Jan 16, 2026
Tranquilli Financial Advisor LLC History Added to 8,665 424 0.25% 0.22% 529 +160 1.88% Q4 2025 Jan 27, 2026
BridgePort Financial Solutions, LLC History Added to 8,660 424 0.11% 0.1% 530 +107 1.25% Q4 2025 Jan 16, 2026
HF Advisory Group, LLC History Reduced 8,646 423 0.15% 0.15% 531 -912 -9.54% Q4 2025 Jan 23, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 8,564 419 0.05% 0.04% 532 -125 -1.44% Q4 2025 Jan 08, 2026
Integrated Advisors Network LLC History Reduced 8,538 418 0.02% 0.02% 534 -1,205 -12.37% Q4 2025 Feb 17, 2026
Ipswich Investment Management Co., Inc. History Reduced 8,526 418 0.1% 0.09% 533 -438 -4.89% Q4 2025 Jan 16, 2026
Bond & Devick Financial Network, Inc. History No change 8,530 418 0.12% 0.11% 535 0 0.0% Q4 2025 Jan 14, 2026
Americana Partners, LLC History Reduced 8,450 414 0.01% 0.01% 536 -82 -0.96% Q4 2025 Feb 06, 2026
Cane Capital Partners, LLC History New 8,390 411 0.16% — 537 +8,390 New Q4 2025 Jan 21, 2026
Lantz Financial LLC History Reduced 8,358 409 0.09% 0.1% 540 -2,257 -21.26% Q4 2025 Jan 14, 2026
HBK Sorce Advisory LLC History Reduced 6,806 409 0.01% 0.01% 539 -1,374 -16.8% Q4 2025 Feb 09, 2026
CHAPIN DAVIS, INC. History Reduced 8,345 409 0.1% 0.09% 538 -116 -1.37% Q4 2025 Jan 30, 2026
Investment Research Partners LLC History Reduced 8,256 404 0.17% 0.17% 541 -46 -0.55% Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 8,226 403 0.01% 0.01% 542 +354 4.5% Q4 2025 Feb 13, 2026
Bayforest Capital Ltd History Reduced 8,204 402 0.3% 0.18% 543 -767 -8.55% Q4 2025 Jan 27, 2026
ASPIRIANT, LLC History Added to 8,185 401 0.01% 0.01% 544 +185 2.31% Q4 2025 Jan 20, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 8,128 398 0.02% 0.01% 545 -400 -4.69% Q4 2025 Feb 09, 2026
Herold Advisors, Inc. History Reduced 8,111 397 0.09% 0.09% 546 -774 -8.71% Q4 2025 Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 8,082 396 0.01% 0.01% 548 +1,312 19.38% Q4 2025 Jan 12, 2026
FIFTH THIRD BANCORP History Reduced 8,093 396 0.0% 0.0% 547 -736 -8.34% Q4 2025 Feb 02, 2026
Chicago Capital, LLC History Added to 8,015 393 0.01% 0.01% 550 +728 9.99% Q4 2025 Jan 26, 2026
Parallel Advisors, LLC History Added to 8,019 393 0.01% 0.01% 549 +70 0.88% Q4 2025 Feb 11, 2026
Colonial Trust Co / SC History Reduced 8,033 393 0.05% 0.05% 551 -12 -0.15% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History No change 8,000 392 0.05% 0.04% 552 0 0.0% Q4 2025 Jan 12, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 7,976 391 0.02% 0.02% 553 0 0.0% Q4 2025 Feb 17, 2026
Innova Wealth Partners History Reduced 7,951 389 0.2% 0.2% 554 -589 -6.9% Q4 2025 Jan 07, 2026
Simplicity Wealth,LLC History Added to 7,902 387 0.02% 0.02% 555 +101 1.29% Q4 2025 Jan 30, 2026
Aegis Wealth Management LLC History Reduced 7,855 385 0.22% 0.19% 556 -388 -4.71% Q4 2025 Jan 14, 2026
Cetera Trust Company, N.A History Added to 7,845 384 0.21% 0.18% 557 +450 6.09% Q4 2025 Feb 13, 2026
Brucke Financial, Inc. History Reduced 7,836 384 0.21% 0.22% 558 -94 -1.19% Q4 2025 Jan 12, 2026
COMMERCE BANK History Reduced 7,818 383 0.0% 0.0% 559 -773 -9.0% Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 7,788 381 0.01% 0.01% 560 -1,003 -11.41% Q4 2025 Feb 05, 2026
WEDBUSH SECURITIES INC History Added to 7,739 380 0.01% 0.01% 561 +572 7.98% Q4 2025 Feb 12, 2026
Cravens & Co Advisors, LLC History Reduced 7,567 377 0.25% 0.23% 562 -189 -2.44% Q4 2025 Feb 10, 2026
Kathmere Capital Management, LLC History Added to 7,643 374 0.03% 0.02% 564 +379 5.22% Q4 2025 Jan 13, 2026
Summit Financial, LLC History Added to 7,565 374 0.01% 0.0% 563 +368 5.11% Q4 2025 Feb 13, 2026
Frec Markets, Inc. History New 7,586 372 0.11% — 567 +7,586 New Q4 2025 Feb 17, 2026
NATURAL INVESTMENTS, LLC History Added to 7,606 372 0.09% 0.06% 566 +2,134 39.0% Q4 2025 Jan 23, 2026
GREENLEAF TRUST History Added to 7,602 372 0.0% 0.0% 565 +109 1.45% Q4 2025 Jan 21, 2026
Glenview Trust Co History Added to 7,582 371 0.01% 0.0% 568 +369 5.12% Q4 2025 Feb 09, 2026
Cape Investment Advisory, Inc. History Added to 7,564 370 0.11% 0.3% 570 +565 8.07% Q4 2025 Feb 17, 2026
Bedel Financial Consulting, Inc. History No change 7,562 370 0.04% 0.04% 569 0 0.0% Q4 2025 Jan 28, 2026
Signature Wealth Management Partners, LLC History No change 7,504 367 0.18% 0.17% 571 0 0.0% Q4 2025 Feb 02, 2026
Sentry LLC History No change 7,468 366 0.1% 0.08% 572 0 0.0% Q4 2025 Jan 16, 2026
Aptus Capital Advisors, LLC History Reduced 7,416 363 0.0% 0.0% 573 -73 -0.97% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Added to 7,347 360 0.0% 0.0% 574 +4,751 183.01% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 7,356 360 0.0% 0.0% 575 -297 -3.88% Q4 2025 Feb 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 7,337 359 0.01% 0.0% 576 +748 11.35% Q4 2025 Feb 09, 2026
Regal Investment Advisors LLC History Reduced 7,280 356 0.02% 0.02% 577 -42 -0.57% Q4 2025 Feb 17, 2026
McMillan Office, Inc. History New 7,241 355 0.04% — 580 +7,241 New Q4 2025 Feb 12, 2026
Composition Wealth, LLC History Added to 7,253 355 0.01% 0.0% 578 +1,047 16.87% Q4 2025 Feb 02, 2026
Kooman & Associates History Reduced 7,254 355 0.11% 0.1% 579 -561 -7.18% Q4 2025 Jan 23, 2026
CreativeOne Wealth, LLC History Added to 7,220 354 0.01% 0.01% 581 +533 7.97% Q4 2025 Feb 13, 2026
RKL Wealth Management LLC History No change 7,083 347 0.03% 0.03% 582 0 0.0% Q4 2025 Feb 12, 2026
M.E. ALLISON & CO., INC. History Reduced 7,017 344 0.23% 0.26% 583 -1,600 -18.57% Q4 2025 Jan 12, 2026
PLIMOTH TRUST CO LLC History No change 6,920 339 0.08% 0.07% 584 0 0.0% Q4 2025 Jan 27, 2026
Aprio Wealth Management, LLC History New 6,904 338 0.02% — 587 +6,904 New Q4 2025 Jan 29, 2026
PRIVATE TRUST CO NA History Reduced 6,911 338 0.03% 0.03% 585 -394 -5.39% Q4 2025 Jan 26, 2026
SAGE RHINO CAPITAL LLC History Reduced 6,903 338 0.06% 0.06% 586 -2 -0.03% Q4 2025 Jan 30, 2026
Capital Investment Advisory Services, LLC History Added to 6,880 337 0.02% 0.02% 588 +751 12.25% Q4 2025 Jan 21, 2026
Pure Financial Advisors, LLC History Added to 6,814 334 0.06% 0.0% 589 +1,932 39.57% Q4 2025 Mar 04, 2026
Canal Capital Management, LLC History No change 6,800 333 0.05% 0.04% 590 0 0.0% Q4 2025 Jan 06, 2026
DV EQUITIES, LLC History New 6,770 332 0.06% — 591 +6,770 New Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 6,760 331 0.0% — 592 +6,760 New Q4 2025 Feb 05, 2026
VIAWEALTH, LLC History Reduced 6,736 330 0.19% 0.18% 593 -836 -11.04% Q4 2025 Feb 10, 2026
ATALANTA SOSNOFF CAPITAL, LLC History Reduced 6,724 329 0.01% 0.01% 594 -230 -3.31% Q4 2025 Feb 13, 2026
EVERETT HARRIS & CO /CA/ History No change 6,653 326 0.0% 0.0% 595 0 0.0% Q4 2025 Feb 11, 2026
Summit Financial Wealth Advisors, LLC History No change 6,547 321 0.05% 0.05% 596 0 0.0% Q4 2025 Jan 27, 2026
Diversify Advisory Services, LLC History Reduced 6,645 320 0.01% 0.01% 597 -136 -2.01% Q4 2025 Jan 23, 2026
GUGGENHEIM CAPITAL LLC History Reduced 6,512 319 0.0% 0.0% 598 -1,991 -23.42% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History New 6,504 318 0.04% — 599 +6,504 New Q4 2025 Feb 13, 2026
Thrive Wealth Management, LLC History Added to 6,443 315 0.05% 0.04% 600 +295 4.8% Q4 2025 Jan 12, 2026
Dynamic Advisor Solutions LLC History Reduced 6,420 314 0.01% 0.01% 603 -1,232 -16.1% Q4 2025 Jan 09, 2026
PDS Planning, Inc History Added to 6,411 314 0.02% 0.02% 601 +333 5.48% Q4 2025 Jan 26, 2026
Aull & Monroe Investment Management Corp History Reduced 6,408 314 0.16% 0.14% 602 -80 -1.23% Q4 2025 Jan 09, 2026
POTENTIA WEALTH History Reduced 6,398 313 0.11% 0.11% 605 -39 -0.61% Q4 2025 Feb 13, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 6,397 313 0.06% 0.05% 604 +1 0.02% Q4 2025 Jan 16, 2026
AMG National Trust Bank History Added to 6,363 312 0.01% 0.01% 606 +201 3.26% Q4 2025 Jan 30, 2026
REXFORD CAPITAL INC History No change 6,376 312 0.24% 0.21% 607 0 0.0% Q4 2025 Feb 17, 2026
OARSMAN CAPITAL, INC. History Added to 6,309 309 0.04% 0.04% 608 +118 1.91% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History Added to 6,320 309 0.01% 0.01% 609 +20 0.32% Q4 2025 Feb 04, 2026
Focus Partners Advisor Solutions, LLC History Reduced 6,288 308 0.0% 0.0% 610 -146 -2.27% Q4 2025 Feb 11, 2026
Five Oceans Advisors History No change 6,261 307 0.11% 0.1% 611 0 0.0% Q4 2025 Jan 16, 2026
M3 Wealth Management, LLC History New 6,239 305 0.24% — 614 +6,239 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Reduced 6,239 305 0.24% 0.26% 613 -160 -2.5% Q4 2025 Feb 09, 2026
CULTIVAR CAPITAL, INC. History No change 6,228 305 0.2% 0.18% 612 0 0.0% Q4 2025 Jan 09, 2026
SkyView Investment Advisors, LLC History New 6,157 302 0.04% — 615 +6,157 New Q4 2025 Feb 18, 2026
Summit Trail Advisors, LLC History Reduced 6,098 301 0.01% 0.01% 616 -4,575 -42.87% Q4 2025 Feb 17, 2026
Legal Advantage Investments, Inc. History No change 6,150 301 0.14% 0.12% 617 0 0.0% Q4 2025 Jan 14, 2026
CENTRAL TRUST Co History Added to 6,095 298 0.01% 0.01% 618 +33 0.54% Q4 2025 Feb 02, 2026
Seed Wealth Management, Inc. History No change 6,080 298 0.21% 0.18% 619 0 0.0% Q4 2025 Jan 21, 2026
SYM FINANCIAL Corp History Reduced 6,040 296 0.03% 0.03% 620 -17 -0.28% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Added to 6,030 295 0.02% 0.01% 621 +909 17.75% Q4 2025 Feb 10, 2026
Sowell Financial Services LLC History Reduced 6,002 294 0.01% 0.01% 622 -465 -7.19% Q4 2025 Jan 21, 2026
Corient IA LLC History Reduced 5,970 292 0.27% 0.32% 624 -4,030 -40.3% Q4 2025 Feb 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 5,962 292 0.03% 0.02% 623 -131 -2.15% Q4 2025 Jan 30, 2026
Alchemi Wealth, LLC History New 5,943 291 0.16% — 625 +5,943 New Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 5,904 289 0.0% — 627 +5,904 New Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 5,906 289 0.0% 0.0% 626 +1,382 30.55% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 5,910 289 0.01% 0.01% 628 +53 0.9% Q4 2025 Feb 09, 2026
R Squared Ltd History New 5,825 285 0.13% — 629 +5,825 New Q4 2025 Jan 30, 2026
CFO CAPITAL MANAGEMENT LLC History New 5,816 285 0.21% — 630 +5,816 New Q4 2025 Mar 02, 2026
Kovack Advisors, Inc. History New 5,810 284 0.01% — 631 +5,810 New Q4 2025 Feb 17, 2026
Larry Mathis Financial Planning, LLC History New 5,798 284 0.25% — 632 +5,798 New Q4 2025 Mar 11, 2026
Entelevest, LLC History New 5,781 283 0.28% — 634 +5,781 New Q4 2025 Feb 11, 2026
BLB&B Advisors, LLC History Reduced 5,780 283 0.01% 0.01% 633 -207 -3.46% Q4 2025 Jan 26, 2026
Bruce G. Allen Investments, LLC History Added to 5,755 282 0.19% 0.18% 635 +54 0.95% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Added to 5,718 280 0.02% 0.02% 636 +1,029 21.94% Q4 2025 Feb 17, 2026
STOCK YARDS BANK & TRUST CO History Reduced 5,699 279 0.01% 0.01% 637 -84 -1.45% Q4 2025 Jan 21, 2026
HSBC HOLDINGS PLC History Reduced 5,675 278 0.0% 0.0% 638 -769 -11.93% Q4 2025 Mar 20, 2026
New Republic Capital, LLC History New 5,612 277 0.07% — 639 +5,612 New Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History New 5,618 275 0.01% — 640 +5,618 New Q4 2025 Jan 20, 2026
Grove Bank & Trust History No change 5,600 274 0.03% 0.03% 641 0 0.0% Q4 2025 Jan 08, 2026
D. E. Shaw & Co., Inc. History New 5,544 271 0.0% — 643 +5,544 New Q4 2025 Feb 17, 2026
INVESTED ADVISORS History New 5,537 271 0.28% — 645 +5,537 New Q4 2025 Jan 26, 2026
ANCHYRA PARTNERS LLC History New 5,536 271 0.08% — 646 +5,536 New Q4 2025 Jan 29, 2026
Atlantic Union Bankshares Corp History Added to 5,530 271 0.01% 0.0% 642 +1,396 33.77% Q4 2025 Feb 04, 2026
Meeder Advisory Services, Inc. History Added to 5,531 271 0.01% 0.01% 644 +45 0.82% Q4 2025 Feb 11, 2026
Missouri Trust & Investment Co History No change 5,500 269 0.08% 0.07% 647 0 0.0% Q4 2025 Feb 13, 2026
Ducere Wealth Management LLC History New 5,446 267 0.11% — 648 +5,446 New Q4 2025 Feb 17, 2026
Clarius Group, LLC History No change 5,378 263 0.02% 0.01% 649 0 0.0% Q4 2025 Jan 14, 2026
Bridgewater Advisors Inc. History Reduced 5,458 262 0.02% 0.02% 650 -87 -1.57% Q4 2025 Jan 23, 2026
Columbia Asset Management History Reduced 5,328 261 0.05% 0.05% 651 -795 -12.98% Q4 2025 Jan 28, 2026
Blue Trust, Inc. History Added to 5,274 258 0.0% 0.0% 652 +1,534 41.02% Q4 2025 Jan 16, 2026
Joel Isaacson & Co., LLC History Added to 5,230 256 0.01% 0.01% 653 +20 0.38% Q4 2025 Jan 30, 2026
FIRST CITIZENS BANK & TRUST CO History New 5,205 255 0.01% — 654 +5,205 New Q4 2025 Feb 18, 2026
DEUTSCHE BANK AG\ History Reduced 5,184 254 0.0% 0.0% 655 -2,332 -31.03% Q4 2025 Feb 11, 2026
Powers Advisory Group, LLC History Added to 5,183 254 0.1% 0.09% 656 +1 0.02% Q4 2025 Jan 22, 2026
NorthCrest Asset Manangement, LLC History Added to 5,178 253 0.01% 0.01% 657 +258 5.24% Q4 2025 Jan 08, 2026
Vantus Wealth LLC History New 5,148 252 0.19% — 658 +5,148 New Q4 2025 Feb 10, 2026
Ironwood Financial, llc History No change 4,985 251 0.04% 0.04% 659 0 0.0% Q4 2025 Jan 15, 2026
Monument Capital Management History Added to 5,105 250 0.06% 0.05% 661 +467 10.07% Q4 2025 Jan 26, 2026
WATERS PARKERSON & CO., LLC History No change 5,104 250 0.01% 0.01% 660 0 0.0% Q4 2025 Feb 12, 2026
Sunpointe, LLC History Reduced 5,021 248 0.08% 0.09% 662 -724 -12.6% Q4 2025 Jan 23, 2026
FOCUSED ALPHA, LLC History New 5,033 246 0.07% — 664 +5,033 New Q4 2025 Feb 13, 2026
Peoples Bank/KS History Added to 5,030 246 0.25% 0.2% 663 +300 6.34% Q4 2025 Jan 08, 2026
denkapparat Operations GmbH History New 4,988 244 0.13% — 666 +4,988 New Q4 2025 Feb 12, 2026
FIRST MANHATTAN CO. LLC. History Added to 4,953 244 0.0% 0.0% 665 +274 5.86% Q4 2025 Feb 17, 2026
First County Bank /CT/ History Reduced 4,970 243 0.13% 0.11% 667 -117 -2.3% Q4 2025 Jan 14, 2026
Clear Creek Financial Management, LLC History New 4,952 242 0.02% — 668 +4,952 New Q4 2025 Jan 23, 2026
HOEY INVESTMENTS, INC History No change 4,928 241 0.03% 0.03% 669 0 0.0% Q4 2025 Jan 28, 2026
B&D White Capital Company, LLC History No change 4,900 240 0.03% 0.03% 670 0 0.0% Q4 2025 Feb 13, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 4,828 236 0.07% 0.11% 673 -1,172 -19.53% Q4 2025 Jan 08, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 4,818 236 0.07% 0.07% 671 -122 -2.47% Q4 2025 Feb 03, 2026
Blankinship & Foster, LLC History No change 4,832 236 0.05% 0.05% 672 0 0.0% Q4 2025 Jan 23, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 4,807 235 0.0% 0.0% 674 -172 -3.45% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Reduced 4,784 234 0.0% 0.0% 675 -567 -10.6% Q4 2025 Feb 13, 2026
First PREMIER Bank History Reduced 4,733 232 0.05% 0.05% 676 -161 -3.29% Q4 2025 Jan 23, 2026
Pathfinder Wealth Consulting, Inc. History New 4,712 231 0.15% — 678 +4,712 New Q4 2025 Feb 09, 2026
Aviso Financial Inc. History Reduced 4,730 231 0.01% 0.01% 677 -3,354 -41.49% Q4 2025 Feb 13, 2026
Whetstone Capital Advisors, LLC History Reduced 4,693 230 0.07% 0.07% 679 -1,003 -17.61% Q4 2025 Feb 13, 2026
Keystone Financial Planning, Inc. History Reduced 4,652 228 0.07% 2.85% 682 -222,804 -97.95% Q4 2025 Jan 07, 2026
OneAscent Financial Services LLC History New 4,669 228 0.02% — 683 +4,669 New Q4 2025 Feb 11, 2026
Focus Financial Network, Inc. History New 4,655 228 0.01% — 684 +4,655 New Q4 2025 Jan 12, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 4,662 228 0.01% 0.01% 681 -108 -2.26% Q4 2025 Feb 10, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 4,663 228 0.01% 0.01% 680 +3 0.06% Q4 2025 Jan 23, 2026
NTV ASSET MANAGEMENT LLC History New 4,630 227 0.02% — 685 +4,630 New Q4 2025 Jan 20, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 4,597 225 0.03% 0.03% 686 -288 -5.9% Q4 2025 Jan 20, 2026
Rathbones Group PLC History Reduced 4,580 224 0.0% 0.0% 687 -6,500 -58.66% Q4 2025 Feb 06, 2026
Venturi Wealth Management, LLC History New 4,582 224 0.01% — 688 +4,582 New Q4 2025 Jan 22, 2026
Tempus Wealth Planning, LLC History Reduced 4,568 224 0.05% 0.05% 689 -360 -7.31% Q4 2025 Jan 16, 2026
Rossmore Private Capital History New 4,518 222 0.02% — 690 +4,518 New Q4 2025 Feb 05, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 4,510 221 0.17% 0.19% 691 -1,164 -20.51% Q4 2025 Feb 12, 2026
SEVEN MILE ADVISORY History New 4,491 220 0.04% — 693 +4,491 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 4,493 220 0.0% 0.0% 692 -741 -14.16% Q4 2025 Feb 12, 2026
FineMark National Bank & Trust History New 4,472 219 0.01% — 694 +4,472 New Q4 2025 Feb 12, 2026
Ransom Advisory, Ltd History Added to 4,475 219 0.09% 0.08% 695 +582 14.95% Q4 2025 Jan 06, 2026
Wealth Quarterback LLC History New 4,446 218 0.08% — 696 +4,446 New Q4 2025 Jan 15, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 4,440 217 0.04% — 697 +4,440 New Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History New 4,395 216 0.0% — 698 +4,395 New Q4 2025 Feb 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History New 4,388 215 0.0% — 699 +4,388 New Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 4,374 214 0.0% 0.0% 700 0 0.0% Q4 2025 Feb 12, 2026
Tradewinds, LLC. History New 4,359 213 0.05% — 702 +4,359 New Q4 2025 Feb 13, 2026
Dakota Wealth Management History New 4,350 213 0.0% — 701 +4,350 New Q4 2025 Jan 13, 2026
ATLAS CAPITAL ADVISORS INC. History New 4,335 212 0.02% — 703 +4,335 New Q4 2025 Feb 13, 2026
EADS & HEALD WEALTH MANAGEMENT History New 4,291 210 0.1% — 704 +4,291 New Q4 2025 Jan 29, 2026
TruNorth Capital Management, LLC History No change 4,289 210 0.04% 0.04% 705 0 0.0% Q4 2025 Feb 11, 2026
SUMMIT WEALTH GROUP LLC / CO History New 4,279 209 0.03% — 707 +4,279 New Q4 2025 Feb 04, 2026
Quadrant Private Wealth Management, LLC History New 4,239 209 0.03% — 706 +4,239 New Q4 2025 Jan 26, 2026
EARNED WEALTH ADVISORS, LLC History New 4,256 208 0.07% — 711 +4,256 New Q4 2025 Jan 27, 2026
Modera Wealth Management, LLC History New 4,250 208 0.0% — 708 +4,250 New Q4 2025 Jan 21, 2026
Saxony Capital Management, LLC History New 4,247 208 0.13% — 709 +4,247 New Q4 2025 Jan 15, 2026
Addison Advisors LLC History Reduced 4,252 208 0.05% 0.05% 710 -750 -14.99% Q4 2025 Feb 06, 2026
FARMERS TRUST CO History New 4,209 206 0.03% — 712 +4,209 New Q4 2025 Jan 06, 2026
New Hampshire Trust History New 4,201 206 0.04% — 713 +4,201 New Q4 2025 Jan 29, 2026
Lifeworks Advisors, LLC History New 4,200 205 0.03% — 715 +4,200 New Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History New 4,193 205 0.01% — 714 +4,193 New Q4 2025 Jan 23, 2026
FIDUCIARY FINANCIAL GROUP, LLC History New 4,173 204 0.03% — 716 +4,173 New Q4 2025 Jan 12, 2026
Miller Financial Services LLC History New 4,145 203 0.24% — 717 +4,145 New Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History New 4,125 202 0.0% — 718 +4,125 New Q4 2025 Jan 13, 2026
Wealth Management Associates, Inc. History New 4,124 202 0.07% — 719 +4,124 New Q4 2025 Jan 20, 2026
Boston Common Asset Management, LLC History New 4,096 200 0.01% — 720 +4,096 New Q4 2025 Jan 15, 2026
Optas, LLC History New 4,095 200 0.03% — 721 +4,095 New Q4 2025 Jan 27, 2026
Gateway Wealth Partners, LLC History New 4,095 200 0.02% — 722 +4,095 New Q4 2025 Feb 11, 2026
Newbridge Financial Services Group, Inc. History Added to 3,999 196 0.03% 0.0% 723 +3,396 563.18% Q4 2025 Jan 21, 2026
Winthrop Capital Management, LLC History Added to 3,978 195 0.05% 0.04% 724 +107 2.76% Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History Added to 3,964 194 0.01% 0.01% 725 +430 12.17% Q4 2025 Jan 14, 2026
HORIZON BANCORP INC /IN/ History Reduced 3,940 193 0.09% 0.12% 726 -2,095 -34.71% Q4 2025 Feb 11, 2026
Transamerica Financial Advisors, LLC History Added to 3,880 191 0.02% 0.01% 727 +1,352 53.48% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Added to 3,717 182 0.0% 0.0% 728 +1,094 41.71% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 3,659 179 0.01% — 729 +3,659 New Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 3,635 178 0.01% 0.0% 730 +781 27.37% Q4 2025 Feb 06, 2026
Glen Eagle Advisors, LLC History Added to 3,584 175 0.02% 0.02% 731 +721 25.18% Q4 2025 Feb 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 3,544 173 0.03% 0.01% 733 +2,184 160.59% Q4 2025 Feb 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 3,548 173 0.07% 0.07% 732 0 0.0% Q4 2025 Jan 30, 2026
New Millennium Group LLC History Added to 3,416 167 0.07% 0.03% 734 +1,940 131.44% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 3,277 160 0.02% 0.05% 735 -6,213 -65.47% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 3,130 153 0.01% 0.0% 736 +121 4.02% Q4 2025 Jan 13, 2026
Wellington Shields Capital Management, LLC History No change 3,103 152 0.02% 0.02% 737 0 0.0% Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Added to 2,908 142 0.0% 0.0% 738 +4 0.14% Q4 2025 Jan 28, 2026
UNION SAVINGS BANK History New 2,863 140 0.06% — 739 +2,863 New Q4 2025 Mar 06, 2026
Lloyd Advisory Services, LLC. History New 2,725 133 0.05% — 740 +2,725 New Q4 2025 Feb 06, 2026
Citizens National Bank Trust Department History No change 2,722 133 0.02% 0.02% 741 0 0.0% Q4 2025 Jan 30, 2026
UMB Bank, n.a. History Added to 2,709 132 0.0% 0.0% 742 +414 18.04% Q4 2025 Feb 13, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 2,692 132 0.06% 0.05% 743 0 0.0% Q4 2025 Jan 26, 2026
Root Financial Partners, LLC History Added to 2,669 130 0.01% 0.0% 744 +1,108 70.98% Q4 2025 Feb 10, 2026
Pinnacle Bancorp, Inc. History Reduced 2,648 129 0.04% 0.03% 745 -72 -2.65% Q4 2025 Jan 22, 2026
Larson Financial Group LLC History Added to 2,580 126 0.0% 0.0% 746 +523 25.43% Q4 2025 Feb 06, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,575 126 0.07% 0.06% 747 0 0.0% Q4 2025 Feb 18, 2026
CENTAURUS FINANCIAL, INC. History Reduced 2,506 123 0.01% 0.02% 748 -6,943 -73.48% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History New 2,449 120 0.0% — 749 +2,449 New Q4 2025 Jan 26, 2026
Graney & King, LLC History Added to 2,444 119 0.07% 0.07% 750 +22 0.91% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 2,334 115 0.01% 0.0% 751 -111 -4.54% Q4 2025 Feb 02, 2026
Security National Bank History No change 2,359 115 0.02% 0.02% 752 0 0.0% Q4 2025 Feb 05, 2026
ESL Trust Services, LLC History No change 2,323 113 0.02% 0.02% 753 0 0.0% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 2,304 112 0.0% 0.0% 754 -583 -20.19% Q4 2025 Feb 09, 2026
Spire Wealth Management History Added to 2,267 111 0.0% 0.0% 755 +317 16.26% Q4 2025 Jan 14, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 2,200 107 0.01% 0.02% 756 -600 -21.43% Q4 2025 Feb 17, 2026
Hilltop National Bank History No change 2,126 104 0.03% 0.02% 757 0 0.0% Q4 2025 Jan 07, 2026
Bank & Trust Co History Added to 2,061 101 0.07% 0.01% 759 +1,789 657.72% Q4 2025 Jan 13, 2026
LRI Investments, LLC History Reduced 2,062 101 0.01% 0.01% 758 -76 -3.55% Q4 2025 Feb 04, 2026
BARRETT & COMPANY, INC. History Reduced 2,054 100 0.03% 0.04% 760 -794 -27.88% Q4 2025 Jan 28, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 2,020 99 0.03% 0.02% 761 0 0.0% Q4 2025 Feb 02, 2026
BARCLAYS PLC History Reduced 1,959 96 0.0% 0.0% 762 -83,797 -97.72% Q4 2025 Feb 13, 2026
EFG International AG History New 1,844 90 0.0% — 763 +1,844 New Q4 2025 Feb 17, 2026
EASTERN BANK History Added to 1,814 88 0.0% 0.0% 764 +3 0.17% Q4 2025 Jan 14, 2026
Hilton Head Capital Partners, LLC History New 1,774 86 0.05% — 766 +1,774 New Q4 2025 Feb 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 1,771 86 0.02% 0.05% 765 -964 -35.25% Q4 2025 Feb 09, 2026
Smithfield Trust Co History Added to 1,709 84 0.0% 0.0% 767 +114 7.15% Q4 2025 Feb 09, 2026
DELTA ASSET MANAGEMENT LLC/TN History Added to 1,660 81 0.01% 0.01% 768 +4 0.24% Q4 2025 Feb 09, 2026
TCTC Holdings, LLC History No change 1,668 81 0.0% 0.0% 769 0 0.0% Q4 2025 Feb 12, 2026
Hanson & Doremus Investment Management History Reduced 1,640 80 0.01% 0.01% 770 -59 -3.47% Q4 2025 Jan 20, 2026
Truvestments Capital LLC History No change 1,650 80 0.01% 0.01% 771 0 0.0% Q4 2025 Feb 13, 2026
BOK Financial Private Wealth, Inc. History No change 1,600 79 0.0% 0.0% 772 0 0.0% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Added to 1,598 78 0.01% 0.0% 773 +346 27.64% Q4 2025 Feb 13, 2026
SHP Wealth Management History New 1,567 76 0.01% — 775 +1,567 New Q4 2025 Mar 04, 2026
VALLEY NATIONAL ADVISERS INC History Added to 1,568 76 0.01% 0.01% 774 +376 31.54% Q4 2025 Jan 23, 2026
GW&K Investment Management, LLC History Reduced 1,524 75 0.0% 0.0% 776 -19 -1.23% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History Added to 1,495 73 0.01% 0.01% 778 +46 3.17% Q4 2025 Jan 29, 2026
VALLEY WEALTH MANAGERS, INC. History No change 1,508 73 0.0% 0.0% 777 0 0.0% Q4 2025 Feb 04, 2026
Washington Trust Advisors, Inc. History No change 1,456 71 0.01% 0.0% 779 0 0.0% Q4 2025 Feb 03, 2026
Wellington Shields & Co., LLC History Reduced 1,443 70 0.02% 0.02% 781 -264 -15.47% Q4 2025 Feb 09, 2026
Clearstead Trust, LLC History Added to 1,428 70 0.01% 0.01% 782 +12 0.85% Q4 2025 Feb 09, 2026
Estabrook Capital Management History No change 1,443 70 0.01% 0.01% 780 0 0.0% Q4 2025 Feb 13, 2026
Coston, McIsaac & Partners History Added to 1,395 68 0.02% 0.01% 784 +206 17.33% Q4 2025 Feb 03, 2026
Independence Bank of Kentucky History Added to 1,399 68 0.01% 0.01% 783 +52 3.86% Q4 2025 Jan 20, 2026
Rosenberg Matthew Hamilton History No change 1,376 67 0.01% 0.01% 785 0 0.0% Q4 2025 Jan 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,332 65 0.0% 0.0% 789 -364 -21.46% Q4 2025 Jan 22, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Reduced 1,340 65 0.01% 0.01% 786 -80 -5.63% Q4 2025 Jan 14, 2026
DT Investment Partners, LLC History No change 1,331 65 0.01% 0.0% 787 0 0.0% Q4 2025 Feb 10, 2026
Private Wealth Asset Management, LLC History No change 1,336 65 0.01% 0.01% 788 0 0.0% Q4 2025 Feb 10, 2026
Johnson Financial Group, Inc. History Reduced 1,305 64 0.0% 0.01% 790 -3,101 -70.38% Q4 2025 Feb 12, 2026
Bogart Wealth, LLC History No change 1,308 64 0.0% 0.0% 791 0 0.0% Q4 2025 Jan 30, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 1,300 63 0.01% 0.01% 792 0 0.0% Q4 2025 Feb 04, 2026
BAYBAN History New 1,273 62 0.05% — 793 +1,273 New Q4 2025 Mar 05, 2026
WealthCollab, LLC History Added to 1,245 61 0.02% 0.02% 794 +213 20.64% Q4 2025 Jan 27, 2026
Golden State Wealth Management, LLC History Added to 1,143 56 0.01% 0.01% 795 +1 0.09% Q4 2025 Feb 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 1,132 55 0.02% 0.02% 796 +5 0.44% Q4 2025 Feb 11, 2026
ST GERMAIN D J CO INC History Reduced 1,064 52 0.0% 0.0% 797 -80 -6.99% Q4 2025 Jan 29, 2026
1248 Management, LLC History No change 1,053 52 0.03% 0.03% 798 0 0.0% Q4 2025 Feb 13, 2026
Colonial Trust Advisors History No change 1,055 51 0.0% 0.0% 799 0 0.0% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History Added to 1,033 50 0.0% 0.0% 800 +81 8.51% Q4 2025 Jan 28, 2026