UBS GROUP AG - H42097107

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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
UBS Group AG History Added to 146,278,934 6,774,177 1.1% 0.89% 1 +7,635,455 5.51% Q4 2025 Jan 29, 2026
VANGUARD GROUP INC History Added to 139,105,725 6,423,206 0.09% 0.08% 2 +1,758,287 1.28% Q4 2025 Jan 29, 2026
NORGES BANK History New 104,982,026 4,889,413 0.52% — 3 +104,982,026 New Q4 2025 Feb 10, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 68,622,440 3,177,905 1.02% 0.98% 4 -8,731,150 -11.29% Q4 2025 Jan 22, 2026
Fisher Asset Management, LLC History Added to 64,107,264 2,968,807 1.01% 0.91% 5 +2,938,827 4.8% Q4 2025 Feb 09, 2026
FMR LLC History Added to 58,098,230 2,708,625 0.14% 0.1% 6 +9,639,522 19.89% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 57,652,790 2,689,614 0.47% 0.46% 7 -6,018,520 -9.45% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 49,529,270 2,310,640 4.99% 4.95% 8 -3,265,248 -6.18% Q4 2025 Jan 27, 2026
Cevian Capital II GP LTD History No change 48,117,675 2,228,329 60.89% 57.9% 9 0 0.0% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 40,392,294 1,870,567 0.12% 0.09% 10 +5,615,450 16.15% Q4 2025 Feb 11, 2026
Capital World Investors History Added to 37,399,326 1,728,952 0.24% 0.21% 11 +55,822 0.15% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Added to 35,932,192 1,676,301 1.63% 1.39% 12 +629,310 1.78% Q4 2025 Jan 29, 2026
DODGE & COX History Reduced 33,665,342 1,556,249 0.84% 0.95% 13 -8,976,100 -21.05% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 29,605,781 1,371,043 0.45% 0.34% 14 +4,744,982 19.09% Q4 2025 Feb 11, 2026
Legal & General Group Plc History Added to 23,611,119 1,101,501 0.24% 0.21% 15 +207,752 0.89% Q4 2025 Feb 09, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 29,774,573 1,100,468 3.29% 3.13% 16 +28,100 0.09% Q4 2025 Feb 06, 2026
GOLDMAN SACHS GROUP INC History Reduced 22,218,332 1,028,930 0.13% 0.17% 17 -11,189,638 -33.49% Q4 2025 Mar 25, 2026
Amundi History Reduced 19,920,331 922,510 0.25% 0.26% 18 -77,617 -0.39% Q4 2025 Feb 17, 2026
SIH Partners, LLLP History Added to 18,129,046 839,556 15.91% 14.61% 19 +5,601,633 44.72% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 17,527,342 814,934 0.48% 0.5% 20 -1,907,613 -9.82% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 16,181,297 754,828 1.24% 1.1% 21 +813,418 5.29% Q4 2025 Feb 10, 2026
Vontobel Holding Ltd. History Reduced 14,224,512 662,489 2.09% 1.81% 22 -461,533 -3.14% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 11,408,186 531,162 0.14% 0.12% 23 +712,516 6.66% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 10,708,372 495,904 0.04% 0.05% 24 -6,917,805 -39.25% Q4 2025 Feb 17, 2026
VIKING GLOBAL INVESTORS LP History Reduced 9,128,817 425,957 1.13% 1.39% 25 -3,967,743 -30.3% Q4 2025 Feb 17, 2026
Ninety One UK Ltd History New 8,829,586 411,917 0.88% — 26 +8,829,586 New Q4 2025 Jan 27, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 8,778,075 408,828 0.27% 0.16% 27 +3,051,913 53.3% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 8,414,416 392,509 0.43% 0.38% 28 +131,508 1.59% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 8,015,846 373,954 0.17% 0.18% 29 -1,921,967 -19.34% Q4 2025 Feb 13, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 7,922,061 369,562 8.41% 13.73% 30 0 0.0% Q4 2025 Feb 02, 2026
MORGAN STANLEY History Reduced 7,654,099 354,461 0.02% 0.02% 31 -59,676 -0.77% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Added to 6,861,746 320,074 0.14% 0.04% 32 +4,919,494 253.29% Q4 2025 Feb 17, 2026
Banque Cantonale Vaudoise History Reduced 6,738,930 314,386 11.22% 10.35% 33 -22,062 -0.33% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Reduced 6,748,792 312,536 0.06% 0.06% 34 -1,022,948 -13.16% Q4 2025 Feb 10, 2026
Allianz Asset Management GmbH History Added to 6,337,956 295,664 0.3% 0.2% 35 +1,898,324 42.76% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 5,826,037 269,804 0.04% — 36 +5,826,037 New Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 5,704,194 264,598 0.73% 0.52% 37 +1,176,743 25.99% Q4 2025 Feb 05, 2026
Compagnie Lombard Odier SCmA History Added to 5,382,437 251,104 2.73% 2.36% 38 +158,770 3.04% Q4 2025 Jan 16, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 5,211,089 242,419 0.5% 0.45% 39 -6,592 -0.13% Q4 2025 Feb 09, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 4,947,156 229,131 0.2% 0.18% 40 -155,784 -3.05% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 4,907,214 226,375 0.06% 0.02% 41 +3,179,974 184.11% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History Reduced 4,589,834 213,762 0.22% 0.23% 42 -839,522 -15.46% Q4 2025 Feb 17, 2026
M&G Plc History Added to 4,500,778 209,618 1.08% 0.91% 43 +389,283 9.47% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 4,367,018 202,236 0.03% 0.02% 44 -82,442 -1.85% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 4,332,234 200,626 0.28% 0.22% 45 +670,001 18.29% Q4 2025 Feb 10, 2026
BlackRock, Inc. History Reduced 4,030,917 186,671 0.0% 0.0% 46 -171,184 -4.07% Q4 2025 Feb 12, 2026
LGT Group Foundation History Added to 3,672,402 171,037 1.86% 1.51% 47 +427,939 13.19% Q4 2025 Feb 05, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 3,581,801 167,106 0.15% 0.0% 48 +3,548,610 10691.48% Q4 2025 Feb 17, 2026
AVIVA PLC History Added to 3,543,255 164,989 0.28% 0.25% 49 +115,004 3.35% Q4 2025 Feb 12, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 3,534,187 163,668 0.34% 0.32% 50 -50,926 -1.42% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Added to 3,221,371 150,300 0.26% 0.17% 51 +242,984 8.16% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History New 3,984,259 147,254 0.17% — 52 +3,984,259 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,787,482 129,088 0.01% 0.01% 53 +78,562 2.9% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 4,269,505 124,713 0.22% 0.3% 54 0 0.0% Q4 2025 Jan 28, 2026
CIBC WORLD MARKET INC. History Added to 2,457,317 114,756 0.19% 0.03% 55 +2,089,335 567.78% Q4 2025 Feb 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 2,460,415 114,633 0.36% 0.32% 56 -13,813 -0.56% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 2,456,492 114,408 0.38% 0.41% 57 -285,767 -10.42% Q4 2025 Feb 13, 2026
Korea Investment CORP History Added to 2,421,191 112,953 0.22% 0.15% 58 +692,573 40.07% Q4 2025 Feb 13, 2026
Border to Coast Pensions Partnership Ltd History No change 2,307,000 107,822 1.88% 1.64% 59 0 0.0% Q4 2025 Jan 26, 2026
Liontrust Investment Partners LLP History Reduced 2,233,585 104,201 1.55% 1.35% 60 -25,733 -1.14% Q4 2025 Feb 17, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 2,197,102 102,415 1.47% 0.93% 61 +543,812 32.89% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,193,282 102,149 0.04% 0.15% 62 -7,131,994 -76.48% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 2,195,330 101,665 0.02% 0.01% 63 +415,224 23.33% Q4 2025 Feb 19, 2026
Alyeska Investment Group, L.P. History New 2,138,351 99,027 0.28% — 64 +2,138,351 New Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 2,097,527 97,143 0.18% 0.18% 65 -32,653 -1.53% Q4 2025 Feb 17, 2026
FIL Ltd History Reduced 2,066,939 96,444 0.07% 0.07% 66 -62,465 -2.93% Q4 2025 Feb 17, 2026
Generali Asset Management SPA SGR History Added to 2,480,242 91,669 1.87% 1.62% 67 +142,490 6.1% Q4 2025 Feb 03, 2026
ABN AMRO Bank N.V. History Added to 1,890,886 87,796 0.83% 0.71% 68 +124,558 7.05% Q4 2025 Feb 04, 2026
State of Tennessee, Department of Treasury History Reduced 1,841,257 87,011 0.28% 0.26% 69 -90,123 -4.67% Q4 2025 Feb 18, 2026
MARSHALL WACE, LLP History New 1,819,630 84,866 0.08% — 70 +1,819,630 New Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,787,683 82,787 0.04% 0.03% 71 +201,878 12.73% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 1,754,072 81,231 0.18% 0.18% 72 +102,457 6.2% Q4 2025 Feb 17, 2026
BANQUE PICTET & CIE SA History Added to 1,519,854 70,904 0.42% 0.31% 73 +216,866 16.64% Q4 2025 Jan 16, 2026
CITADEL ADVISORS LLC History Reduced 1,519,823 70,383 0.01% 0.01% 74 -104,549 -6.44% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,413,999 66,011 0.05% — 75 +1,413,999 New Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,412,986 65,435 0.02% 0.02% 76 -163,797 -10.39% Q4 2025 Feb 10, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 1,366,572 63,753 0.32% 0.28% 77 +30,427 2.28% Q4 2025 Feb 12, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 1,372,632 63,567 0.48% 0.47% 78 -52,807 -3.7% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Added to 1,347,848 62,418 0.03% 0.02% 79 +493,031 57.68% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 1,260,085 58,785 0.13% — 80 +1,260,085 New Q4 2025 Feb 17, 2026
Life Cycle Investment Partners Ltd History New 1,512,017 55,884 0.39% — 81 +1,512,017 New Q4 2025 Feb 09, 2026
Patient Capital Management, LLC History Reduced 1,187,326 54,985 2.12% 2.46% 82 -313,523 -20.89% Q4 2025 Feb 13, 2026
TD ASSET MANAGEMENT INC History Reduced 1,149,096 53,595 0.04% 0.04% 83 -1,227 -0.11% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,141,947 52,886 0.01% 0.01% 84 -92,378 -7.48% Q4 2025 Feb 17, 2026
J. Safra Sarasin Holding AG History Reduced 1,120,619 52,283 0.85% 1.13% 85 -593,915 -34.64% Q4 2025 Jan 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,174,653 49,570 0.02% 0.02% 86 -239,466 -16.93% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,062,315 49,558 0.09% 0.09% 87 +1,100 0.1% Q4 2025 Feb 05, 2026
Crocodile Capital Partners GmbH History Added to 1,070,000 49,551 29.62% 33.72% 88 +60,000 5.94% Q4 2025 Jan 09, 2026
PEAK6 LLC History Added to 1,032,800 47,828 0.09% 0.02% 89 +706,900 216.91% Q4 2025 Mar 12, 2026
GAM Holding AG History Added to 1,020,351 47,601 3.04% 2.2% 90 +147,532 16.9% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 926,692 43,165 0.05% 0.04% 91 +137,009 17.35% Q4 2025 Feb 18, 2026
ANTIPODES PARTNERS Ltd History Reduced 890,432 41,543 0.87% 1.0% 92 -199,422 -18.3% Q4 2025 Feb 05, 2026
ASR Vermogensbeheer N.V. History Added to 863,542 40,284 0.47% 0.42% 93 +24,349 2.9% Q4 2025 Feb 03, 2026
Zurich Insurance Group Ltd/FI History Added to 850,286 39,629 0.27% 0.19% 94 +194,626 29.68% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 698,229 32,444 0.02% 0.01% 95 +490,353 235.89% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 691,384 32,017 0.01% 0.01% 96 +94,586 15.85% Q4 2025 Feb 18, 2026
TWO SIGMA ADVISERS, LP History Reduced 690,725 31,987 0.06% 0.09% 97 -423,230 -37.99% Q4 2025 Feb 17, 2026
CHANNING GLOBAL ADVISORS, LLC History Added to 685,636 31,978 20.44% 19.05% 98 +12,227 1.82% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 676,753 31,340 0.01% 0.01% 99 +19,321 2.94% Q4 2025 Feb 13, 2026
Haven Global Partners, LLC History Reduced 669,028 31,210 22.93% 19.88% 100 -10,044 -1.48% Q4 2025 Jan 26, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 658,920 30,514 2.63% 2.59% 101 -39,816 -5.7% Q4 2025 Jan 30, 2026
Systrade AG History No change 625,000 29,140 17.78% 18.84% 102 0 0.0% Q4 2025 Jan 12, 2026
Exane Asset Management History Reduced 665,458 28,880 6.08% 10.16% 103 -123,543 -15.66% Q4 2025 Jan 27, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 619,420 28,685 0.01% 0.01% 104 -68,491 -9.96% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 618,237 28,630 0.0% 0.0% 105 +113,884 22.58% Q4 2025 Feb 12, 2026
GREAT LAKES ADVISORS, LLC History Reduced 611,294 28,309 0.23% 0.21% 106 -16,261 -2.59% Q4 2025 Feb 12, 2026
Fiera Capital Corp History Added to 572,561 26,515 0.08% 0.04% 107 +257,273 81.6% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Added to 553,795 25,646 0.02% 0.02% 108 +4,914 0.9% Q4 2025 Feb 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 544,014 25,365 0.36% 0.32% 109 +34,268 6.72% Q4 2025 Feb 17, 2026
Mediolanum International Funds Ltd History Added to 540,868 25,275 0.25% 0.03% 110 +470,662 670.4% Q4 2025 Feb 09, 2026
EFG International AG History New 526,484 24,381 0.47% — 111 +526,484 New Q4 2025 Feb 17, 2026
USS Investment Management Ltd History No change 516,436 24,049 0.11% 0.1% 112 0 0.0% Q4 2025 Feb 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 514,597 23,986 0.09% 0.16% 113 -367,033 -41.63% Q4 2025 Feb 17, 2026
Baker Avenue Asset Management, LP History Added to 503,300 23,307 0.54% 0.49% 114 +4,614 0.93% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 483,806 22,405 0.0% 0.0% 115 +52,998 12.3% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 474,483 21,973 0.04% 0.04% 116 +85,384 21.94% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 466,828 21,615 0.12% 0.11% 117 +10,275 2.25% Q4 2025 Feb 11, 2026
Twin Tree Management, LP History Reduced 447,800 20,737 0.18% 0.43% 118 -2,048,500 -82.06% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 418,668 19,531 0.02% 0.02% 119 +32,525 8.42% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Added to 419,581 19,430 0.06% 0.02% 120 +280,058 200.73% Q4 2025 Feb 13, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History New 379,049 17,683 0.25% — 121 +379,049 New Q4 2025 Feb 11, 2026
Pictet North America Advisors SA History Reduced 369,855 17,254 1.64% 1.46% 122 -12,500 -3.27% Q4 2025 Jan 16, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History Added to 367,938 17,039 4.32% 3.57% 123 +313 0.09% Q4 2025 Feb 12, 2026
Baader Bank Aktiengesellschaft History No change 360,840 16,826 1.16% 0.96% 124 0 0.0% Q4 2025 Feb 05, 2026
Creative Planning History Added to 357,067 16,535 0.01% 0.01% 125 +33,700 10.42% Q4 2025 Feb 17, 2026
Henry James International Management Inc. History Reduced 341,401 15,810 4.98% 4.59% 126 -24,309 -6.65% Q4 2025 Feb 17, 2026
RBF Capital, LLC History Reduced 340,000 15,745 0.7% 0.64% 127 -8,859 -2.54% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Added to 337,431 15,715 0.12% 0.1% 128 +5,867 1.77% Q4 2025 Feb 11, 2026
Maryland State Retirement & Pension System History Reduced 331,417 15,454 0.32% 0.29% 129 -2,467 -0.74% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 314,412 14,560 0.02% 0.02% 130 -77,172 -19.71% Q4 2025 Feb 13, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 309,569 14,336 2.84% 2.57% 131 -14,790 -4.56% Q4 2025 Jan 12, 2026
PDT Partners, LLC History No change 305,288 14,243 0.92% 0.79% 132 0 0.0% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 295,193 13,747 0.02% 0.01% 133 +29,388 11.06% Q4 2025 Feb 17, 2026
LGT Fund Management Co Ltd. History Added to 294,284 13,705 1.08% 0.91% 134 +15,184 5.44% Q4 2025 Feb 05, 2026
MetLife Investment Management, LLC History Reduced 286,464 13,269 0.06% 0.06% 135 -12,448 -4.16% Q4 2025 Feb 12, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 284,328 13,257 1.02% 1.1% 136 -37,950 -11.78% Q4 2025 Feb 03, 2026
Leonteq Securities AG History New 356,549 13,193 0.4% — 137 +356,549 New Q4 2025 Feb 06, 2026
LPL Financial LLC History Added to 283,013 13,106 0.0% 0.0% 138 +29,773 11.76% Q4 2025 Feb 11, 2026
Assenagon Asset Management S.A. History Added to 252,040 11,757 0.02% 0.01% 139 +3,494 1.41% Q4 2025 Jan 09, 2026
CHILTON INVESTMENT CO INC. History New 246,392 11,410 0.24% — 140 +246,392 New Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Reduced 240,149 11,121 0.16% 0.17% 141 -36,926 -13.33% Q4 2025 Feb 03, 2026
Value Partners Investments Inc. History No change 240,090 11,119 0.85% 0.8% 142 0 0.0% Q4 2025 Jan 08, 2026
Promethos Capital, LLC History Reduced 232,655 10,774 2.94% 2.64% 143 -29,997 -11.42% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 223,849 10,389 0.04% — 144 +223,849 New Q4 2025 Feb 13, 2026
Lighthouse Investment Partners, LLC History Added to 222,920 10,323 0.31% 0.18% 145 +76,579 52.33% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Reduced 219,826 10,180 0.01% 0.02% 146 -48,503 -18.08% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 217,246 10,062 0.01% 0.01% 147 +9,297 4.47% Q4 2025 Feb 13, 2026
RPg Family Wealth Advisory, LLC History Added to 212,110 9,822 2.16% 1.39% 148 +57,191 36.92% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Added to 209,349 9,751 0.05% 0.01% 149 +168,793 416.2% Q4 2025 Feb 09, 2026
Permanens Capital L.P. History Added to 207,412 9,605 1.25% 0.93% 150 +55,495 36.53% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 205,938 9,569 0.01% 0.01% 151 +14,719 7.7% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 206,591 9,567 0.01% 0.09% 152 -1,396,600 -87.11% Q4 2025 Feb 12, 2026
DJE Kapital AG History Added to 203,050 9,490 0.26% 0.13% 153 +40,679 25.05% Q4 2025 Feb 12, 2026
CAPITAL FUND MANAGEMENT S.A. History New 200,200 9,271 0.03% — 154 +200,200 New Q4 2025 Feb 17, 2026
Black Diamond Capital Management I, LLLP History No change 200,000 9,262 6.16% 5.45% 155 0 0.0% Q4 2025 Feb 17, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 197,727 9,208 0.42% — 156 +197,727 New Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 191,650 8,866 0.03% 0.02% 157 +54,241 39.47% Q4 2025 Jan 30, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 190,979 8,844 0.09% 0.08% 158 -3,918 -2.01% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 181,875 8,484 0.08% 0.07% 159 -1,207 -0.66% Q4 2025 Feb 10, 2026
INGALLS & SNYDER LLC History Added to 182,019 8,429 0.31% 0.23% 160 +11,950 7.03% Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 173,284 8,024 0.17% — 161 +173,284 New Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History No change 169,993 7,917 0.05% 0.05% 162 0 0.0% Q4 2025 Feb 19, 2026
Vestmark Advisory Solutions, Inc. History Added to 167,820 7,771 0.1% 0.08% 163 +68,317 68.66% Q4 2025 Feb 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 166,100 7,692 0.01% 0.0% 164 +139,253 518.69% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 165,657 7,671 0.01% 0.01% 165 +36,980 28.74% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 159,789 7,399 0.01% 0.01% 166 -4,849 -2.95% Q4 2025 Feb 11, 2026
FIRST TRUST ADVISORS LP History Reduced 158,752 7,386 0.01% 0.01% 167 -6,799 -4.11% Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 159,489 7,385 0.08% 0.07% 168 +10,548 7.08% Q4 2025 Feb 02, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 155,311 7,192 0.13% 0.12% 169 +10,194 7.02% Q4 2025 Jan 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 148,853 6,893 0.33% 0.28% 170 +49,350 49.6% Q4 2025 Feb 12, 2026
Triasima Portfolio Management inc. History Reduced 144,355 6,685 1.0% 0.9% 171 -610 -0.42% Q4 2025 Feb 02, 2026
Ensign Peak Advisors, Inc History No change 140,094 6,535 0.01% 0.01% 172 0 0.0% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History New 140,530 6,507 0.01% — 173 +140,530 New Q4 2025 Feb 17, 2026
NatWest Group plc History Added to 138,732 6,424 1.5% 0.34% 174 +105,513 317.63% Q4 2025 Jan 13, 2026
Callan Family Office, LLC History Added to 137,587 6,371 0.14% 0.07% 175 +86,738 170.58% Q4 2025 Feb 12, 2026
Osmosis Investment Management UK Ltd History New 136,094 6,348 0.16% — 176 +136,094 New Q4 2025 Feb 13, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD History No change 136,000 6,341 4.36% 3.76% 177 0 0.0% Q4 2025 Jan 23, 2026
Ninety One North America, Inc. History New 134,367 6,268 0.25% — 178 +134,367 New Q4 2025 Jan 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 132,190 6,245 0.01% 0.01% 179 +10,805 8.9% Q4 2025 Jan 08, 2026
HighTower Advisors, LLC History Added to 134,639 6,235 0.01% 0.01% 180 +9,276 7.4% Q4 2025 Feb 06, 2026
Clearbridge Investments, LLC History Reduced 134,577 6,232 0.0% 0.0% 181 -2,341 -1.71% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 131,397 6,085 0.01% 0.01% 182 +8,245 6.69% Q4 2025 Feb 17, 2026
INSPIRE TRUST CO, N.A. History Added to 130,000 6,020 0.99% 0.93% 183 +5,000 4.0% Q4 2025 Feb 10, 2026
GROUPAMA ASSET MANAGMENT History Added to 153,351 5,669 0.08% 0.07% 184 +8,972 6.21% Q4 2025 Feb 27, 2026
Plato Investment Management Ltd History No change 120,920 5,668 0.37% 0.33% 185 0 0.0% Q4 2025 Feb 04, 2026
Corient Private Wealth LLC History Reduced 122,377 5,667 0.01% 0.01% 186 -2,434 -1.95% Q4 2025 Mar 09, 2026
Orion Porfolio Solutions, LLC History Added to 120,662 5,587 0.04% 0.03% 187 +15,843 15.11% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 119,592 5,538 0.0% 0.0% 188 +3,375 2.9% Q4 2025 Feb 06, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History Reduced 117,507 5,481 1.27% 3.81% 189 -1,325,071 -91.85% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 113,400 5,251 0.01% 67.62% 190 -241,840 -68.08% Q4 2025 Feb 17, 2026
Timber Creek Capital Management LLC History Reduced 113,383 5,250 1.22% 1.15% 191 -3,083 -2.65% Q4 2025 Jan 23, 2026
MML INVESTORS SERVICES, LLC History Added to 112,528 5,211 0.01% 0.01% 192 +7,262 6.9% Q4 2025 Feb 13, 2026
Symmetry Investments LP History New 111,400 5,158 0.45% — 193 +111,400 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 107,550 4,980 0.15% 0.14% 194 +110 0.1% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 105,174 4,870 0.01% 0.0% 195 +2,272 2.21% Q4 2025 Jan 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 99,400 4,603 0.01% 0.01% 196 +11,298 12.82% Q4 2025 Feb 18, 2026
Metis Global Partners, LLC History Reduced 97,884 4,567 0.11% 0.11% 197 -11,681 -10.66% Q4 2025 Feb 11, 2026
Bank Pictet & Cie (Europe) AG History Added to 96,114 4,483 0.09% 0.07% 198 +9,999 11.61% Q4 2025 Jan 16, 2026
MITCHELL CAPITAL MANAGEMENT CO History Reduced 95,518 4,423 0.79% 0.69% 199 -2,359 -2.41% Q4 2025 Feb 10, 2026
ARGA Investment Management, LP History Reduced 93,216 4,349 0.12% 1.83% 200 -1,592,892 -94.47% Q4 2025 Jan 30, 2026
Y-Intercept (Hong Kong) Ltd History Added to 92,028 4,261 0.1% 0.03% 201 +61,590 202.35% Q4 2025 Feb 13, 2026
Groupe la Francaise History Added to 86,415 4,028 0.06% 0.03% 202 +28,307 48.71% Q4 2025 Feb 12, 2026
FACTORY MUTUAL INSURANCE CO History Added to 86,545 4,007 0.04% 0.03% 203 +9,289 12.02% Q4 2025 Jan 23, 2026
Independent Advisor Alliance History Reduced 86,232 3,993 0.1% 0.09% 204 -1,045 -1.2% Q4 2025 Feb 04, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 84,261 3,902 0.19% 0.19% 205 -9,605 -10.23% Q4 2025 Feb 02, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 82,661 3,828 0.26% 0.3% 206 +23,343 39.35% Q4 2025 Feb 17, 2026
OPAL CAPITAL LLC History New 82,276 3,809 0.95% — 207 +82,276 New Q4 2025 Feb 17, 2026
TrueMark Investments, LLC History Added to 81,792 3,787 0.72% 0.51% 208 +10,659 14.98% Q4 2025 Jan 14, 2026
SIGNATUREFD, LLC History Added to 79,813 3,696 0.06% 0.05% 209 +1,499 1.91% Q4 2025 Jan 20, 2026
ASSETMARK, INC History Added to 78,004 3,612 0.01% 0.0% 210 +33,052 73.53% Q4 2025 Jan 23, 2026
GLENMEDE TRUST CO NA History New 75,851 3,512 0.02% — 211 +75,851 New Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History Reduced 73,638 3,410 0.15% 0.14% 212 -530 -0.71% Q4 2025 Feb 02, 2026
OSSIAM History Added to 71,521 3,336 0.07% 0.04% 213 +1,616 2.31% Q4 2025 Feb 13, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Reduced 71,754 3,322 1.03% 1.09% 214 -13,574 -15.91% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 70,542 3,266 0.0% 0.0% 215 +4,959 7.56% Q4 2025 Feb 10, 2026
GROUP ONE TRADING LLC History Reduced 70,074 3,245 0.01% 0.01% 216 -39,468 -36.03% Q4 2025 Feb 12, 2026
Altman Advisors, Inc. History Reduced 69,964 3,240 1.22% 1.13% 217 -1,808 -2.52% Q4 2025 Feb 04, 2026
CHOREO, LLC History Added to 69,586 3,237 0.04% 0.04% 218 +1,453 2.13% Q4 2025 Jan 23, 2026
Alaethes Wealth, LLC History Reduced 69,726 3,229 0.91% 0.81% 219 -331 -0.47% Q4 2025 Feb 12, 2026
Vident Advisory, LLC History Reduced 69,553 3,221 0.03% 0.03% 220 -13,524 -16.28% Q4 2025 Feb 18, 2026
PARK AVENUE SECURITIES LLC History Added to 67,661 3,133 0.03% 0.02% 221 +13,779 25.57% Q4 2025 Jan 05, 2026
Permanent Capital Management, LP History Reduced 67,470 3,124 0.61% 0.53% 222 -1,857 -2.68% Q4 2025 Jan 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 65,141 3,017 0.04% 0.04% 223 -3,623 -5.27% Q4 2025 Feb 09, 2026
Advisors Capital Management, LLC History Added to 64,963 3,008 0.04% 0.03% 224 +4,271 7.04% Q4 2025 Jan 29, 2026
Runnymede Capital Advisors, Inc. History New 64,279 2,976 1.71% — 226 +64,279 New Q4 2025 Jan 21, 2026
Trivant Custom Portfolio Group, LLC History Reduced 64,279 2,976 1.71% 1.36% 225 -190 -0.29% Q4 2025 Jan 21, 2026
Bleakley Financial Group, LLC History Added to 64,240 2,974 0.05% 0.02% 227 +39,941 164.37% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 63,920 2,960 0.01% 0.01% 228 +10,483 19.62% Q4 2025 Feb 18, 2026
Orca Wealth Management, LLC History Added to 60,138 2,872 2.06% 1.86% 229 +160 0.27% Q4 2025 Feb 06, 2026
Wealth Alliance Advisory Group, LLC History Reduced 61,485 2,847 0.49% 0.46% 230 -1,190 -1.9% Q4 2025 Jan 29, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 60,399 2,816 0.88% 0.75% 231 +4,391 7.84% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 60,581 2,806 0.0% 0.0% 232 -257 -0.42% Q4 2025 Feb 05, 2026
Man Group plc History New 59,063 2,735 0.0% — 233 +59,063 New Q4 2025 Feb 17, 2026
BTC Capital Management, Inc. History Reduced 57,569 2,667 0.19% 0.17% 234 -1,787 -3.01% Q4 2025 Jan 15, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 56,451 2,634 0.38% 0.33% 235 -818 -1.43% Q4 2025 Jan 20, 2026
Forum Financial Management, LP History Reduced 56,356 2,609 0.03% 0.03% 236 -48 -0.09% Q4 2025 Jan 27, 2026
Parallax Volatility Advisers, L.P. History Added to 55,000 2,547 0.01% 0.0% 237 +28,113 104.56% Q4 2025 Feb 17, 2026
Legacy Wealth Asset Management, LLC History Reduced 54,604 2,528 0.62% 0.58% 238 -3,362 -5.8% Q4 2025 Jan 12, 2026
SIMPLEX TRADING, LLC History Reduced 53,030 2,455 0.0% 0.0% 239 -56,918 -51.77% Q4 2025 Feb 11, 2026
Gator Capital Management, LLC History Reduced 52,430 2,428 0.49% 1.32% 240 -131 -0.25% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 52,412 2,427 0.01% 0.01% 241 +1,796 3.55% Q4 2025 Feb 13, 2026
Andra AP-fonden History New 65,164 2,408 0.03% — 242 +65,164 New Q4 2025 Feb 12, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 51,749 2,396 0.99% 0.92% 243 -1,910 -3.56% Q4 2025 Jan 14, 2026
Marex Group plc History Reduced 51,415 2,381 0.01% 0.02% 244 -2,768 -5.11% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 51,287 2,375 0.0% 0.0% 245 +27,428 114.96% Q4 2025 Feb 13, 2026
CIM, LLC History Reduced 49,763 2,305 0.3% 0.3% 246 -5,693 -10.27% Q4 2025 Feb 18, 2026
Vise Technologies, Inc. History Reduced 48,911 2,265 0.04% 0.1% 247 -19,466 -28.47% Q4 2025 Feb 11, 2026
GREENLEAF TRUST History Reduced 48,731 2,256 0.02% 0.02% 248 -170 -0.35% Q4 2025 Jan 21, 2026
Advisors Asset Management, Inc. History Added to 47,595 2,204 0.04% 0.03% 249 +7,825 19.68% Q4 2025 Feb 12, 2026
Stamos Capital Partners, L.P. History Reduced 46,679 2,161 0.35% 0.41% 250 -5,839 -11.12% Q4 2025 Feb 12, 2026
Qtron Investments LLC History Added to 46,013 2,146 0.28% 0.19% 251 +7,749 20.25% Q4 2025 Feb 12, 2026
Gradient Investments LLC History Added to 45,827 2,122 0.03% 0.02% 252 +14,887 48.12% Q4 2025 Jan 08, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 45,665 2,122 0.02% 0.02% 253 0 0.0% Q4 2025 Jan 21, 2026
1832 Asset Management L.P. History Added to 45,500 2,107 0.0% 0.0% 254 +13,100 40.43% Q4 2025 Feb 13, 2026
Abacus Wealth Partners, LLC History New 44,536 2,062 0.2% — 255 +44,536 New Q4 2025 Feb 05, 2026
Ethic Inc. History Added to 44,391 2,055 0.03% 0.03% 256 +7,113 19.08% Q4 2025 Feb 03, 2026
Quantbot Technologies LP History New 43,829 2,029 0.07% — 257 +43,829 New Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History Added to 43,034 1,992 0.01% 0.0% 258 +16,220 60.49% Q4 2025 Jan 29, 2026
Capital International Sarl History No change 42,498 1,982 0.03% 0.03% 259 0 0.0% Q4 2025 Feb 11, 2026
Compound Planning, Inc. History Added to 41,632 1,927 0.06% 0.05% 260 +2,953 7.63% Q4 2025 Feb 19, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 41,387 1,916 0.0% 0.0% 261 +5,522 15.4% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 41,308 1,912 0.04% 0.04% 262 +1,503 3.78% Q4 2025 Jan 27, 2026
Atria Investments, Inc History Added to 41,085 1,902 0.02% 0.02% 263 +2,122 5.45% Q4 2025 Feb 05, 2026
RHUMBLINE ADVISERS History Reduced 40,220 1,862 0.0% 0.0% 264 -1,651 -3.94% Q4 2025 Feb 13, 2026
Legacy Capital Group California, Inc. History Added to 39,471 1,827 0.44% 0.41% 265 +239 0.61% Q4 2025 Jan 28, 2026
TRUIST FINANCIAL CORP History Reduced 39,364 1,822 0.0% 0.0% 266 -2,262 -5.43% Q4 2025 Feb 02, 2026
Ballentine Partners, LLC History Reduced 38,653 1,790 0.03% 0.02% 267 -1,320 -3.3% Q4 2025 Feb 03, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 37,442 1,746 0.0% 0.0% 268 +30,699 455.27% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 37,559 1,739 0.01% 0.01% 269 -1,797 -4.57% Q4 2025 Feb 03, 2026
MIRABELLA FINANCIAL SERVICES LLP History Reduced 37,169 1,721 0.16% 0.37% 270 -67,559 -64.51% Q4 2025 Feb 17, 2026
Baker Ellis Asset Management LLC History Reduced 37,150 1,720 0.21% 0.22% 271 -5,600 -13.1% Q4 2025 Jan 21, 2026
Kovitz Investment Group Partners, LLC History Reduced 35,354 1,637 0.04% 0.01% 272 -12,698 -26.43% Q4 2025 Feb 20, 2026
Kathmere Capital Management, LLC History Added to 35,170 1,628 0.11% 0.1% 273 +171 0.49% Q4 2025 Jan 13, 2026
Snowden Capital Advisors LLC History Added to 35,142 1,627 0.04% 0.04% 274 +284 0.81% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 35,117 1,626 0.0% 0.0% 275 +3,335 10.49% Q4 2025 Feb 12, 2026
GABELLI FUNDS LLC History New 34,350 1,590 0.01% — 276 +34,350 New Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Added to 32,883 1,522 0.0% 0.0% 277 +4,383 15.38% Q4 2025 Mar 16, 2026
SOL Capital Management CO History No change 32,580 1,509 0.14% 0.12% 278 0 0.0% Q4 2025 Jan 30, 2026
OSAIC HOLDINGS, INC. History Added to 31,798 1,470 0.0% 0.0% 279 +1,316 4.32% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 31,697 1,467 0.02% 0.01% 280 +908 2.95% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 31,549 1,461 0.02% 0.01% 281 +15,557 97.28% Q4 2025 Jan 23, 2026
BAILARD, INC. History Reduced 31,157 1,442 0.03% 0.03% 282 -1,132 -3.51% Q4 2025 Feb 04, 2026
PINNACLE ASSOCIATES LTD History Added to 30,632 1,418 0.02% 0.01% 283 +4,077 15.35% Q4 2025 Feb 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 30,080 1,393 0.02% 0.02% 284 +2,788 10.22% Q4 2025 Feb 09, 2026
Morningstar Investment Management LLC History New 29,854 1,378 0.08% — 285 +29,854 New Q4 2025 Feb 09, 2026
Schonfeld Strategic Advisors LLC History Added to 29,426 1,362 0.01% 0.0% 286 +13,715 87.3% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Added to 29,222 1,353 0.03% 0.03% 287 +2,251 8.35% Q4 2025 Jan 28, 2026
Evelyn Partners Investment Management LLP History Added to 29,005 1,352 0.04% 0.03% 288 +139 0.48% Q4 2025 Feb 13, 2026
CULLINAN ASSOCIATES INC History No change 29,000 1,342 0.09% 0.08% 289 0 0.0% Q4 2025 Jan 30, 2026
Future Fund LLC History Reduced 27,253 1,262 0.4% 0.45% 290 -3,717 -12.0% Q4 2025 Feb 10, 2026
ATLAS CAPITAL ADVISORS INC. History New 26,301 1,217 0.14% — 291 +26,301 New Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 25,692 1,189 0.07% 0.06% 292 0 0.0% Q4 2025 Jan 14, 2026
Northside Capital Management, LLC History No change 25,655 1,188 0.1% 0.1% 293 0 0.0% Q4 2025 Jan 07, 2026
Private Advisor Group, LLC History Added to 25,399 1,176 0.01% 0.0% 295 +3,906 18.17% Q4 2025 Feb 17, 2026
CONNABLE OFFICE INC History No change 25,409 1,176 0.11% 0.1% 294 0 0.0% Q4 2025 Feb 03, 2026
XPONANCE LLC History New 25,011 1,166 0.01% — 296 +25,011 New Q4 2025 Feb 12, 2026
Greenwich Wealth Management LLC History No change 24,847 1,151 0.05% 0.05% 297 0 0.0% Q4 2025 Feb 10, 2026
&PARTNERS History Reduced 24,719 1,144 0.01% 0.01% 298 -2,914 -10.55% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 24,574 1,137 0.01% 0.01% 299 +791 3.33% Q4 2025 Jan 16, 2026
U S GLOBAL INVESTORS INC History New 24,500 1,134 0.12% — 300 +24,500 New Q4 2025 Jan 28, 2026
Checchi Capital Advisers, LLC History Reduced 23,866 1,105 0.06% 0.05% 301 -1,002 -4.03% Q4 2025 Jan 27, 2026
Havemeyer Place LP History New 23,425 1,084 0.21% — 302 +23,425 New Q4 2025 Feb 11, 2026
CHICAGO TRUST Co NA History Reduced 22,940 1,062 0.17% 0.13% 303 -281 -1.21% Q4 2025 Feb 17, 2026
Main Street Financial Solutions, LLC History Reduced 22,916 1,061 0.08% 0.06% 304 -129 -0.56% Q4 2025 Feb 17, 2026
Solstein Capital, LLC History No change 22,647 1,054 0.42% 0.21% 305 0 0.0% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 22,405 1,037 0.01% 0.01% 306 +2,378 11.87% Q4 2025 Feb 17, 2026
Sivia Capital Partners, LLC History Added to 22,206 1,028 0.21% 0.17% 307 +7,827 54.43% Q4 2025 Feb 10, 2026
SYON CAPITAL LLC History Reduced 21,959 1,016 0.05% 0.05% 308 -1,138 -4.93% Q4 2025 Feb 11, 2026
Brooklyn Investment Group History New 21,514 1,001 0.05% — 309 +21,514 New Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 21,556 998 0.01% 0.0% 310 +16,605 335.39% Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 21,353 989 0.0% 0.0% 311 -1,476 -6.47% Q4 2025 Feb 05, 2026
Massachusetts Wealth Management History No change 21,080 976 0.45% 0.43% 312 0 0.0% Q4 2025 Jan 26, 2026
Themes Management Co LLC History New 20,311 940 0.7% — 313 +20,311 New Q4 2025 Feb 09, 2026
Centennial Bank/AR/ History Reduced 19,927 931 0.37% 0.43% 314 -7,005 -26.01% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 20,123 931 0.01% 0.01% 315 +650 3.34% Q4 2025 Jan 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 19,905 921 0.02% 0.02% 316 +260 1.32% Q4 2025 Jan 23, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 19,595 912 0.0% 0.0% 317 -44 -0.22% Q4 2025 Feb 13, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History New 19,656 910 0.13% — 318 +19,656 New Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Added to 19,659 910 0.05% 0.03% 319 +4,089 26.26% Q4 2025 Mar 04, 2026
FRED ALGER MANAGEMENT, LLC History New 19,535 904 0.0% — 320 +19,535 New Q4 2025 Feb 17, 2026
Intesa Sanpaolo Wealth Management History New 19,384 903 0.19% — 322 +19,384 New Q4 2025 Feb 12, 2026
Gryphon Financial Partners LLC History Added to 19,505 903 0.1% 0.08% 321 +2,850 17.11% Q4 2025 Jan 08, 2026
SkyView Investment Advisors, LLC History Reduced 19,332 895 0.11% 0.1% 323 -285 -1.45% Q4 2025 Feb 18, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 19,048 882 0.14% 0.14% 324 -305 -1.58% Q4 2025 Jan 22, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 18,875 874 0.01% 0.01% 325 +29 0.15% Q4 2025 Jan 30, 2026
New Vernon Capital Holdings II LLC History No change 18,627 862 0.41% 0.35% 326 0 0.0% Q4 2025 Feb 17, 2026
PDS Planning, Inc History Reduced 18,522 857 0.06% 0.05% 327 -783 -4.06% Q4 2025 Jan 26, 2026
Prospera Financial Services Inc History Reduced 18,246 845 0.01% 0.01% 328 -116 -0.63% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History Added to 18,208 843 0.11% 0.09% 329 +1,649 9.96% Q4 2025 Jan 08, 2026
AlphaCore Capital LLC History Reduced 17,958 831 0.02% 0.03% 330 -3,092 -14.69% Q4 2025 Feb 05, 2026
Net Worth Advisory Group History Reduced 17,895 828 0.17% 0.29% 331 -6,831 -27.63% Q4 2025 Jan 14, 2026
Envestnet Portfolio Solutions, Inc. History Added to 17,551 812 0.0% 0.0% 332 +1,535 9.58% Q4 2025 Feb 06, 2026
OneDigital Investment Advisors LLC History Reduced 17,144 793 0.01% 0.01% 333 -431 -2.45% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 16,786 777 0.02% 0.01% 334 +1,061 6.75% Q4 2025 Feb 04, 2026
Impact Capital Partners LLC History Added to 16,753 775 0.23% 0.13% 335 +6,571 64.54% Q4 2025 Jan 07, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 16,711 773 0.0% 0.0% 336 +1,282 8.31% Q4 2025 Feb 12, 2026
Harbour Capital Advisors, LLC History Reduced 16,140 760 0.15% 0.14% 337 -65 -0.4% Q4 2025 Jan 07, 2026
Ascent Group, LLC History Added to 16,368 757 0.03% 0.02% 339 +1,068 6.98% Q4 2025 Jan 20, 2026
Waverly Advisors, LLC History Added to 16,348 757 0.01% 0.01% 338 +671 4.28% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 16,187 749 0.04% 0.04% 340 +803 5.22% Q4 2025 Feb 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 15,893 736 0.01% 0.01% 341 +3,188 25.09% Q4 2025 Jan 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 15,884 735 0.01% 0.01% 342 +3,177 25.0% Q4 2025 Jan 16, 2026
Global Retirement Partners, LLC History Added to 15,814 732 0.01% 0.01% 343 +10,227 183.05% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Added to 15,646 724 0.01% 0.01% 344 +741 4.97% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History No change 15,571 721 0.01% 0.01% 345 0 0.0% Q4 2025 Feb 09, 2026
Dorsey & Whitney Trust CO LLC History Added to 15,531 719 0.04% 0.03% 346 +2,590 20.01% Q4 2025 Feb 11, 2026
Beverly Hills Private Wealth, LLC History Reduced 15,478 716 0.12% 0.24% 348 -17,314 -52.8% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 15,481 716 0.01% 0.0% 347 +9,834 174.15% Q4 2025 Feb 13, 2026
Clarius Group, LLC History Added to 15,199 703 0.04% 0.04% 349 +303 2.03% Q4 2025 Jan 14, 2026
Concurrent Investment Advisors, LLC History Added to 15,083 698 0.01% 0.01% 350 +3,919 35.1% Q4 2025 Jan 29, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 15,051 697 0.01% 0.01% 351 +104 0.7% Q4 2025 Feb 02, 2026
Winning Points Advisors, LLC History New 39,780 695 0.74% — 352 +39,780 New Q4 2025 Feb 12, 2026
Credit Capital Investments LLC History Reduced 15,000 694 0.65% 1.37% 353 -15,000 -50.0% Q4 2025 Feb 03, 2026
Gallacher Capital Management LLC History Reduced 14,950 692 0.27% 0.28% 354 -2,326 -13.46% Q4 2025 Feb 03, 2026
KLINGENSTEIN FIELDS & CO LP History No change 14,930 691 0.03% 0.02% 355 0 0.0% Q4 2025 Feb 13, 2026
First National Bank of Hutchinson History Reduced 14,790 684 0.4% 0.32% 356 -12 -0.08% Q4 2025 Jan 29, 2026
HB Wealth Management, LLC History Added to 14,677 679 0.0% 0.0% 357 +1,957 15.39% Q4 2025 Jan 28, 2026
Bridgewater Advisors Inc. History Added to 14,205 674 0.04% 0.04% 358 +385 2.79% Q4 2025 Jan 23, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 14,500 671 0.09% 0.05% 359 -8,131 -35.93% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 14,463 669 0.0% 0.0% 360 +5,121 54.82% Q4 2025 Jan 30, 2026
NewEdge Wealth, LLC History Added to 14,355 664 0.01% 0.0% 361 +7,504 109.53% Q4 2025 Feb 03, 2026
SAGE RHINO CAPITAL LLC History Reduced 14,214 658 0.12% 0.12% 362 -901 -5.96% Q4 2025 Jan 30, 2026
Cresset Asset Management, LLC History Added to 14,089 652 0.0% 0.0% 363 +1,234 9.6% Q4 2025 Feb 17, 2026
swisspartners Advisors Ltd History No change 14,000 652 0.47% 0.47% 364 0 0.0% Q4 2025 Feb 04, 2026
SAX WEALTH ADVISORS, LLC History Added to 13,990 647 0.03% 0.03% 365 +186 1.35% Q4 2025 Jan 12, 2026
B. Riley Wealth Advisors, Inc. History Reduced 13,664 632 0.03% 0.03% 366 -1,060 -7.2% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 13,586 629 0.0% 0.0% 367 +2,429 21.77% Q4 2025 Feb 10, 2026
Legacy Financial Advisors, Inc. History Added to 13,584 629 0.09% 0.08% 368 +153 1.14% Q4 2025 Feb 04, 2026
HRT FINANCIAL LP History Added to 13,568 628 0.0% 0.0% 369 +3,573 35.75% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Reduced 13,558 627 0.01% 0.01% 370 -787 -5.49% Q4 2025 Jan 26, 2026
EverSource Wealth Advisors, LLC History Added to 13,500 625 0.02% 0.02% 371 +1,516 12.65% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Added to 13,429 621 0.0% 0.0% 372 +2,566 23.62% Q4 2025 Jan 12, 2026
NBC SECURITIES, INC. History Reduced 13,210 611 0.05% 0.04% 373 -419 -3.07% Q4 2025 Jan 29, 2026
Cordatus Wealth Management LLC History Reduced 12,737 589 0.14% 0.13% 374 -401 -3.05% Q4 2025 Jan 26, 2026
Quinn Opportunity Partners LLC History No change 12,617 584 0.02% 0.04% 375 0 0.0% Q4 2025 Feb 13, 2026
Ninety One SA (PTY) Ltd History New 12,516 583 0.03% — 376 +12,516 New Q4 2025 Jan 27, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 12,600 583 0.11% 0.1% 377 +1,500 13.51% Q4 2025 Feb 04, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 12,510 579 0.06% 0.06% 378 +189 1.53% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 12,494 578 0.0% — 379 +12,494 New Q4 2025 Feb 18, 2026
LEUTHOLD GROUP, LLC History Added to 12,341 571 0.06% 0.06% 380 +18 0.15% Q4 2025 Feb 05, 2026
Spire Wealth Management History Reduced 12,277 568 0.02% 0.02% 381 -62 -0.5% Q4 2025 Jan 14, 2026
Evelyn Partners Investment Management Services Ltd History Added to 12,109 564 0.07% 0.04% 382 +4,009 49.49% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 12,139 562 0.01% 0.01% 383 +1,274 11.73% Q4 2025 Feb 05, 2026
Venturi Wealth Management, LLC History Added to 12,075 559 0.02% 0.02% 384 +1,091 9.93% Q4 2025 Jan 22, 2026
Corient IA LLC History Reduced 11,890 550 0.52% 0.61% 385 -8,110 -40.55% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 11,756 544 0.0% 0.02% 386 -116,042 -90.8% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 11,654 542 0.02% 0.03% 388 +1,529 15.1% Q4 2025 Feb 13, 2026
Quantum Portfolio Management LLC History No change 11,718 542 0.24% 0.14% 387 0 0.0% Q4 2025 Feb 12, 2026
Seed Wealth Management, Inc. History Reduced 11,695 541 0.37% 0.34% 389 -250 -2.09% Q4 2025 Jan 21, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 11,512 533 0.1% 0.1% 390 -863 -6.97% Q4 2025 Feb 09, 2026
Trust Point Inc. History Added to 11,420 528 0.04% 0.03% 391 +2,888 33.85% Q4 2025 Jan 13, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 11,419 528 0.01% 0.01% 392 -435 -3.67% Q4 2025 Feb 05, 2026
EJMK Ventures LLC History New 11,398 527 0.32% — 393 +11,398 New Q4 2025 Mar 03, 2026
Aprio Wealth Management, LLC History Reduced 11,365 526 0.03% 0.05% 394 -16 -0.14% Q4 2025 Jan 29, 2026
American Trust Investment Advisors, LLC History No change 11,295 523 0.28% 0.24% 395 0 0.0% Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Added to 11,269 521 0.02% 0.01% 396 +2,561 29.41% Q4 2025 Feb 17, 2026
New Republic Capital, LLC History New 11,216 519 0.14% — 397 +11,216 New Q4 2025 Feb 10, 2026
Knights of Columbus Asset Advisors LLC History No change 11,116 514 0.03% 0.03% 398 0 0.0% Q4 2025 Feb 09, 2026
Roundview Capital LLC History New 11,062 512 0.03% — 399 +11,062 New Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Reduced 10,834 501 0.0% 0.0% 400 -302 -2.71% Q4 2025 Feb 12, 2026
D'Orazio & Associates, Inc. History No change 10,784 499 0.06% 0.06% 401 0 0.0% Q4 2025 Feb 04, 2026
D.A. DAVIDSON & CO. History Added to 10,719 496 0.0% 0.0% 402 +793 7.99% Q4 2025 Jan 29, 2026
Sage Mountain Advisors LLC History Added to 10,686 494 0.03% 0.02% 403 +48 0.45% Q4 2025 Jan 23, 2026
Indivisible Partners History New 10,639 492 0.05% — 404 +10,639 New Q4 2025 Feb 03, 2026
M.E. ALLISON & CO., INC. History No change 10,560 489 0.33% 0.3% 405 0 0.0% Q4 2025 Jan 12, 2026
Brucke Financial, Inc. History Reduced 10,472 484 0.26% 0.27% 406 -1,405 -11.83% Q4 2025 Jan 12, 2026
BLAIR WILLIAM & CO/IL History Added to 10,264 475 0.0% 0.0% 407 +1,198 13.21% Q4 2025 Feb 17, 2026
Optas, LLC History Added to 10,203 472 0.07% 0.07% 408 +95 0.94% Q4 2025 Jan 27, 2026
Wedmont Private Capital History Added to 9,920 469 0.02% 0.01% 409 +609 6.54% Q4 2025 Jan 08, 2026
Pinnacle Financial Partners, Inc. History New 10,099 467 0.0% — 410 +10,099 New Q4 2025 Feb 18, 2026
Covenant Partners, LLC History No change 9,908 458 0.13% 0.12% 411 0 0.0% Q4 2025 Jan 26, 2026
Arkadios Wealth Advisors History Reduced 9,866 456 0.01% 0.01% 412 -11 -0.11% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 9,799 454 0.0% 0.0% 413 +3,353 52.02% Q4 2025 Feb 11, 2026
West Family Investments, Inc. History Added to 9,695 448 0.11% 12.19% 414 +908 10.33% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 9,581 444 0.0% 0.0% 415 +822 9.38% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Reduced 9,490 441 0.03% 0.02% 416 -103 -1.07% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Added to 9,157 433 0.01% 0.01% 417 +1,457 18.92% Q4 2025 Jan 23, 2026
WINTON GROUP Ltd History New 9,300 430 0.01% — 418 +9,300 New Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Added to 9,175 424 0.0% 0.0% 419 +8,052 717.01% Q4 2025 Jan 13, 2026
GC Wealth Management RIA, LLC History Added to 9,117 422 0.02% 0.01% 421 +1,511 19.87% Q4 2025 Jan 30, 2026
FIDUCIARY TRUST CO History Added to 9,114 422 0.0% 0.0% 420 +356 4.06% Q4 2025 Feb 13, 2026
PARK NATIONAL CORP /OH/ History Reduced 9,083 420 0.01% 0.01% 422 -95 -1.04% Q4 2025 Jan 05, 2026
COMMERCE BANK History Added to 8,943 414 0.0% 0.0% 423 +2,028 29.33% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 8,901 413 0.0% 0.0% 424 -3,232 -26.64% Q4 2025 Feb 12, 2026
HighPoint Advisor Group LLC History Added to 8,931 413 0.02% 0.02% 425 +362 4.22% Q4 2025 Feb 04, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 8,911 412 0.01% 0.01% 426 -314 -3.4% Q4 2025 Feb 13, 2026
ANCHYRA PARTNERS LLC History New 8,796 407 0.12% — 427 +8,796 New Q4 2025 Jan 29, 2026
FOCUSED ALPHA, LLC History New 8,773 406 0.12% — 431 +8,773 New Q4 2025 Feb 13, 2026
Keel Point, LLC History Reduced 8,783 406 0.02% 0.02% 428 -533 -5.72% Q4 2025 Feb 12, 2026
Compton Wealth Advisory Group, LLC History No change 8,780 406 0.09% 0.08% 429 0 0.0% Q4 2025 Jan 13, 2026
Five Oceans Advisors History No change 8,767 406 0.14% 0.13% 430 0 0.0% Q4 2025 Jan 16, 2026
Edge Financial Advisors LLC History New 4,366 404 0.17% — 432 +4,366 New Q4 2025 Jan 28, 2026
Simmons Bank History Reduced 8,567 396 0.03% 0.02% 433 -52 -0.6% Q4 2025 Feb 05, 2026
Empower Advisory Group, LLC History Reduced 8,504 393 0.0% 0.0% 434 -117 -1.36% Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History Reduced 8,446 391 0.01% 0.01% 435 -107 -1.25% Q4 2025 Feb 09, 2026
World Investment Advisors History Added to 8,368 387 0.01% 0.0% 436 +2,428 40.88% Q4 2025 Mar 12, 2026
Magnetar Financial LLC History New 8,330 385 0.0% — 437 +8,330 New Q4 2025 Feb 17, 2026
Werba Rubin Papier Wealth Management History Reduced 8,283 383 0.1% 0.06% 438 -77 -0.92% Q4 2025 Jan 27, 2026
Florida Trust Wealth Management Co History New 8,166 378 0.01% — 439 +8,166 New Q4 2025 Jan 20, 2026
EVOLVE PRIVATE WEALTH, LLC History New 8,146 377 0.02% — 440 +8,146 New Q4 2025 Feb 17, 2026
Allworth Financial LP History New 8,132 376 0.0% — 441 +8,132 New Q4 2025 Feb 05, 2026
Investors Research Corp History Reduced 8,036 372 0.07% 0.08% 442 -2,275 -22.06% Q4 2025 Jan 06, 2026
Mountain Hill Investment Partners Corp. History Reduced 8,000 370 0.26% 0.4% 443 -3,000 -27.27% Q4 2025 Jan 26, 2026
Arax Advisory Partners History Reduced 7,737 358 0.01% 0.01% 444 -962 -11.06% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 8,585 357 0.0% 0.0% 445 +84 0.99% Q4 2025 Feb 10, 2026
Calydon Capital History Reduced 7,694 356 0.06% 0.05% 446 -213 -2.69% Q4 2025 Feb 17, 2026
Traveka Wealth, LLC History Added to 7,578 350 0.14% 0.12% 447 +777 11.42% Q4 2025 Jan 08, 2026
Perigon Wealth Management, LLC History Added to 7,551 349 0.01% 0.01% 448 +284 3.91% Q4 2025 Jan 16, 2026
Frec Markets, Inc. History New 7,509 347 0.1% — 449 +7,509 New Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 7,377 341 0.01% 0.0% 450 +915 14.16% Q4 2025 Feb 12, 2026
Westover Capital Advisors, LLC History No change 7,300 338 0.06% 0.06% 451 0 0.0% Q4 2025 Feb 09, 2026
Zhang Financial LLC History No change 7,273 336 0.01% 0.01% 452 0 0.0% Q4 2025 Feb 10, 2026
Cromwell Holdings LLC History No change 7,242 335 0.18% 0.16% 453 0 0.0% Q4 2025 Jan 20, 2026
PUREfi Wealth, LLC History New 6,940 321 0.25% — 455 +6,940 New Q4 2025 Jan 12, 2026
Columbia Asset Management History No change 6,936 321 0.06% 0.05% 454 0 0.0% Q4 2025 Jan 28, 2026
EVOKE WEALTH, LLC History Added to 6,863 317 0.01% 0.0% 456 +1,968 40.2% Q4 2025 Feb 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 6,837 316 0.0% 0.0% 457 -406 -5.61% Q4 2025 Feb 09, 2026
BARCLAYS PLC History Added to 6,641 307 0.0% 0.0% 458 +5,843 732.21% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Reduced 6,618 306 0.01% 0.01% 459 -70 -1.05% Q4 2025 Jan 06, 2026
Centurion Wealth Management LLC History No change 6,500 301 0.07% 0.06% 460 0 0.0% Q4 2025 Jan 14, 2026
Greenspring Advisors, LLC History New 6,496 300 0.02% — 461 +6,496 New Q4 2025 Feb 10, 2026
First City Capital Management, Inc. History No change 6,469 299 0.16% 0.14% 462 0 0.0% Q4 2025 Jan 14, 2026
SEVEN MILE ADVISORY History Reduced 6,434 297 0.05% 0.05% 463 -500 -7.21% Q4 2025 Feb 13, 2026
Summit Global Investments History Reduced 6,265 290 0.02% 0.02% 464 -1,775 -22.08% Q4 2025 Feb 18, 2026
SBI Securities Co., Ltd. History Reduced 6,280 290 0.01% 0.01% 465 -653 -9.42% Q4 2025 Feb 03, 2026
Keebeck Wealth Management History Added to 6,232 288 0.03% 0.03% 466 +456 7.89% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History New 6,161 285 0.0% — 467 +6,161 New Q4 2025 Feb 17, 2026
a16z Perennial Management, L.P. History Added to 6,159 285 0.02% 0.02% 468 +511 9.05% Q4 2025 Feb 10, 2026
Sunpointe, LLC History No change 6,164 285 0.09% 0.09% 469 0 0.0% Q4 2025 Jan 23, 2026
COZAD ASSET MANAGEMENT INC History No change 6,130 283 0.02% 0.02% 470 0 0.0% Q4 2025 Feb 13, 2026
Granite Group Advisors, LLC History Reduced 6,104 282 0.16% 0.16% 471 -333 -5.17% Q4 2025 Jan 13, 2026
Greykasell Wealth Strategies, Inc. History No change 6,044 279 0.11% 0.1% 472 0 0.0% Q4 2025 Feb 11, 2026
Soltis Investment Advisors LLC History Added to 5,988 277 0.02% 0.01% 474 +784 15.07% Q4 2025 Apr 02, 2026
Janney Capital Management LLC History Added to 5,987 277 0.02% 0.01% 473 +397 7.1% Q4 2025 Feb 11, 2026
Integrated Investment Consultants, LLC History No change 5,981 276 0.05% 0.04% 475 0 0.0% Q4 2025 Mar 03, 2026
Prime Capital Investment Advisors, LLC History Reduced 5,876 272 0.0% 0.0% 476 -79 -1.33% Q4 2025 Jan 21, 2026
SCS Capital Management LLC History No change 5,831 270 0.0% 0.0% 477 0 0.0% Q4 2025 Feb 10, 2026
PICTET BANK & TRUST Ltd History No change 5,758 268 0.32% 0.28% 478 0 0.0% Q4 2025 Jan 16, 2026
Squarepoint Ops LLC History No change 5,800 268 0.0% 0.0% 479 0 0.0% Q4 2025 Feb 13, 2026
Syverson Strege & Co History Reduced 5,741 265 0.06% 0.06% 480 -137 -2.33% Q4 2025 Feb 09, 2026
FourThought Financial Partners, LLC History New 5,680 263 0.02% — 481 +5,680 New Q4 2025 Feb 06, 2026
Ashton Thomas Private Wealth, LLC History New 5,668 262 0.01% — 482 +5,668 New Q4 2025 Jan 29, 2026
AIRE ADVISORS, LLC History Added to 5,618 260 0.05% 0.04% 483 +1 0.02% Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 5,560 257 0.01% 0.01% 484 -94 -1.66% Q4 2025 Jan 07, 2026
FLC Capital Advisors History Reduced 5,468 253 0.05% 0.05% 485 -225 -3.95% Q4 2025 Feb 11, 2026
Cheviot Value Management, LLC History Reduced 5,119 245 0.02% 0.02% 486 -459 -8.23% Q4 2025 Feb 03, 2026
MONECO ADVISORS, LLC History New 5,283 244 0.02% — 487 +5,283 New Q4 2025 Feb 04, 2026
Glen Eagle Advisors, LLC History Reduced 5,282 244 0.03% 0.03% 489 -60 -1.12% Q4 2025 Feb 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 5,281 244 0.01% 0.02% 488 0 0.0% Q4 2025 Feb 09, 2026
Genus Capital Management Inc. History Reduced 5,250 243 0.03% 0.03% 490 -1,370 -20.69% Q4 2025 Feb 09, 2026
MGO ONE SEVEN LLC History Added to 5,260 243 0.0% 0.0% 491 +35 0.67% Q4 2025 Feb 03, 2026
SG Trading Solutions, LLC History New 5,218 242 0.06% — 492 +5,218 New Q4 2025 Feb 24, 2026
HSBC HOLDINGS PLC History Reduced 5,204 241 0.0% 0.04% 494 -1,884,669 -99.72% Q4 2025 Mar 20, 2026
HARBOUR INVESTMENTS, INC. History Added to 5,217 241 0.0% 0.0% 493 +2,699 107.19% Q4 2025 Feb 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 5,138 239 0.0% 0.0% 495 +1,099 27.21% Q4 2025 Feb 17, 2026
Brown Miller Wealth Management, LLC History No change 5,176 239 0.07% 0.06% 496 0 0.0% Q4 2025 Jan 23, 2026
Interchange Capital Partners, LLC History New 5,104 236 0.04% — 498 +5,104 New Q4 2025 Jan 30, 2026
Pure Financial Advisors, LLC History Reduced 5,103 236 0.04% 0.0% 497 -2,287 -30.95% Q4 2025 Mar 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 5,068 234 0.0% 0.0% 499 -4,033 -44.31% Q4 2025 Feb 10, 2026
Banco Santander, S.A. History New 5,049 233 0.0% — 500 +5,049 New Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History No change 5,008 231 0.0% 0.0% 501 0 0.0% Q4 2025 Feb 10, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 4,955 229 0.04% 0.04% 503 -297 -5.65% Q4 2025 Jan 07, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 4,946 229 0.01% 0.01% 502 -6 -0.12% Q4 2025 Feb 10, 2026
Foster Group, Inc. History New 4,924 228 0.01% — 504 +4,924 New Q4 2025 Jan 12, 2026
SAPIENT CAPITAL LLC History New 4,903 227 0.0% — 505 +4,903 New Q4 2025 Feb 05, 2026
Stronghold Wealth Management L.L.C. History New 4,901 226 0.33% — 507 +4,901 New Q4 2025 Feb 06, 2026
Financial Perspectives, Inc History No change 4,894 226 0.06% 0.06% 506 0 0.0% Q4 2025 Jan 28, 2026
American Trust History New 4,879 225 0.02% — 509 +4,879 New Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History New 4,868 225 0.01% — 508 +4,868 New Q4 2025 Jan 21, 2026
Banque Transatlantique SA History No change 4,847 225 0.01% 0.0% 510 0 0.0% Q4 2025 Feb 26, 2026
Integrated Wealth Concepts LLC History Reduced 4,817 223 0.0% 0.03% 513 -64,527 -93.05% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History New 4,834 223 0.0% — 512 +4,834 New Q4 2025 Jan 13, 2026
Advisory Services Network, LLC History Added to 4,836 223 0.0% 0.0% 511 +570 13.36% Q4 2025 Feb 17, 2026
Aspen Grove Capital, LLC History Reduced 4,828 223 0.04% 0.04% 514 -435 -8.27% Q4 2025 Feb 17, 2026
GRANVILLE CAPITAL, INC. History New 4,803 222 0.12% — 515 +4,803 New Q4 2025 Feb 13, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 4,750 221 0.06% 0.04% 516 +500 11.76% Q4 2025 Feb 13, 2026
Independence Bank of Kentucky History Added to 4,766 220 0.03% 0.02% 517 +166 3.61% Q4 2025 Jan 20, 2026
Summit Financial, LLC History Reduced 4,729 219 0.0% 0.0% 518 -1,667 -26.06% Q4 2025 Feb 13, 2026
55 North Private Wealth, LLC History New 4,659 215 0.06% — 519 +4,659 New Q4 2025 Jan 27, 2026
Tranquilli Financial Advisor LLC History New 4,621 213 0.12% — 520 +4,621 New Q4 2025 Jan 27, 2026
SYM FINANCIAL Corp History New 4,597 212 0.02% — 521 +4,597 New Q4 2025 Feb 13, 2026
SVB WEALTH LLC History New 4,595 212 0.01% — 522 +4,595 New Q4 2025 Feb 04, 2026
Choate Investment Advisors History New 4,546 210 0.0% — 523 +4,546 New Q4 2025 Feb 09, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 4,541 210 0.02% — 524 +4,541 New Q4 2025 Feb 12, 2026
Fortress Financial Solutions, LLC History New 4,492 208 0.21% — 525 +4,492 New Q4 2025 Jan 23, 2026
Financial Engines Advisors L.L.C. History New 4,486 207 0.0% — 526 +4,486 New Q4 2025 Feb 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History New 4,480 207 0.0% — 528 +4,480 New Q4 2025 Feb 11, 2026
Summit Trail Advisors, LLC History Reduced 4,489 207 0.0% 0.01% 527 -4,413 -49.57% Q4 2025 Feb 17, 2026
Hilltop National Bank History Added to 4,470 207 0.05% 0.04% 529 +195 4.56% Q4 2025 Jan 07, 2026
EXENCIAL WEALTH ADVISORS, LLC History New 4,464 206 0.01% — 530 +4,464 New Q4 2025 Jan 30, 2026
AlTi Global, Inc. History New 4,437 205 0.0% — 532 +4,437 New Q4 2025 Feb 13, 2026
SHELTON CAPITAL MANAGEMENT History New 4,435 205 0.0% — 531 +4,435 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 4,154 192 0.0% 0.0% 533 +918 28.37% Q4 2025 Feb 06, 2026
Itau Unibanco Holding S.A. History New 3,916 181 0.0% — 534 +3,916 New Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Reduced 3,828 177 0.0% 0.0% 535 -77 -1.97% Q4 2025 Feb 13, 2026
Bayforest Capital Ltd History New 3,508 162 0.12% — 536 +3,508 New Q4 2025 Jan 27, 2026
ALLIANZ SE History No change 3,390 158 0.0% 0.0% 537 0 0.0% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Reduced 3,144 145 0.02% 0.01% 538 -55 -1.72% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 2,869 132 0.01% 0.01% 539 +1 0.03% Q4 2025 Feb 06, 2026
Rosenberg Matthew Hamilton History Reduced 2,667 123 0.03% 0.02% 540 -81 -2.95% Q4 2025 Jan 05, 2026
Bruce G. Allen Investments, LLC History Reduced 2,641 122 0.08% 0.08% 541 -10 -0.38% Q4 2025 Feb 10, 2026
Atlantic Union Bankshares Corp History No change 2,564 118 0.0% 0.0% 542 0 0.0% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 2,403 111 0.0% — 543 +2,403 New Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Reduced 2,293 106 0.0% 0.0% 544 -110 -4.58% Q4 2025 Feb 02, 2026
Westside Investment Management, Inc. History No change 2,095 98 0.02% 0.01% 545 0 0.0% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 2,109 97 0.03% — 546 +2,109 New Q4 2025 Feb 09, 2026
Activest Wealth Management History No change 2,000 93 0.02% 0.02% 547 0 0.0% Q4 2025 Jan 30, 2026
Berbice Capital Management LLC History Added to 1,600 74 0.04% 0.04% 548 +100 6.67% Q4 2025 Feb 06, 2026
Wilmington Savings Fund Society, FSB History Added to 1,590 73 0.0% 0.0% 549 +325 25.69% Q4 2025 Feb 12, 2026
Newbridge Financial Services Group, Inc. History No change 1,575 72 0.01% 0.01% 550 0 0.0% Q4 2025 Jan 21, 2026
Parkside Financial Bank & Trust History Added to 1,463 67 0.01% 0.0% 551 +60 4.28% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 1,367 64 0.0% 0.0% 552 +829 154.09% Q4 2025 Jan 21, 2026
Kohmann Bosshard Financial Services, LLC History New 1,350 62 0.01% — 553 +1,350 New Q4 2025 Jan 30, 2026
Salomon & Ludwin, LLC History Added to 1,297 62 0.01% 0.0% 554 +177 15.8% Q4 2025 Jan 28, 2026
GAMMA Investing LLC History No change 1,300 60 0.0% 0.0% 555 0 0.0% Q4 2025 Jan 05, 2026
VIRTUS ADVISERS, LLC History Reduced 1,608 59 0.03% 0.04% 556 -912 -36.19% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,244 57 0.0% 0.0% 557 +295 31.09% Q4 2025 Feb 05, 2026
YANKCOM Partnership History New 1,008 46 0.02% — 561 +1,008 New Q4 2025 Jan 20, 2026
BAYBAN History New 1,000 46 0.04% — 562 +1,000 New Q4 2025 Mar 05, 2026
Cornerstone Planning Group LLC History Added to 969 46 0.01% 0.0% 560 +882 1013.79% Q4 2025 Feb 02, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,000 46 0.0% 0.0% 558 0 0.0% Q4 2025 Jan 15, 2026
Community Bank, N.A. History No change 1,000 46 0.01% 0.0% 559 0 0.0% Q4 2025 Feb 04, 2026
McIlrath & Eck, LLC History No change 991 45 0.0% 0.0% 563 0 0.0% Q4 2025 Feb 03, 2026
Cape Investment Advisory, Inc. History Added to 971 44 0.01% 0.03% 565 +247 34.12% Q4 2025 Feb 17, 2026
Smithfield Trust Co History No change 900 44 0.0% 0.0% 564 0 0.0% Q4 2025 Feb 09, 2026
Fairscale Capital, LLC History No change 969 44 0.03% 0.03% 566 0 0.0% Q4 2025 Feb 17, 2026
SHP Wealth Management History New 903 41 0.0% — 567 +903 New Q4 2025 Mar 04, 2026
PROSPERITY BANCSHARES INC History New 870 40 0.04% — 568 +870 New Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 876 40 0.0% 0.0% 569 +55 6.7% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 799 37 0.0% 0.0% 570 +179 28.87% Q4 2025 Feb 13, 2026
Key FInancial Inc History No change 773 35 0.01% 0.01% 571 0 0.0% Q4 2025 Feb 09, 2026
Addison Advisors LLC History Reduced 711 32 0.01% 0.01% 572 -167 -19.02% Q4 2025 Feb 06, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 700 32 0.01% 0.01% 573 0 0.0% Q4 2025 Feb 11, 2026
Navalign, LLC History New 688 31 0.01% — 574 +688 New Q4 2025 Feb 05, 2026
MidFirst Bank History New 658 30 0.0% — 575 +658 New Q4 2025 Feb 25, 2026
Federation des caisses Desjardins du Quebec History Reduced 630 29 0.0% 0.0% 577 -446 -41.45% Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History Reduced 635 29 0.0% 0.0% 576 -218 -25.56% Q4 2025 Jan 26, 2026
HUNTINGTON NATIONAL BANK History Added to 595 27 0.0% 0.0% 578 +28 4.94% Q4 2025 Feb 09, 2026
Clean Yield Group History No change 591 27 0.01% 0.01% 579 0 0.0% Q4 2025 Jan 26, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 579 26 0.01% 0.01% 580 +54 10.29% Q4 2025 Jan 15, 2026
SageView Advisory Group, LLC History New 522 24 0.0% — 581 +522 New Q4 2025 Feb 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 501 23 0.0% 0.0% 582 0 0.0% Q4 2025 Feb 11, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 500 23 0.01% 0.01% 583 0 0.0% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History No change 497 23 0.0% 0.0% 584 0 0.0% Q4 2025 Jan 13, 2026
WealthCollab, LLC History No change 509 23 0.01% 0.01% 585 0 0.0% Q4 2025 Jan 27, 2026
Acumen Wealth Advisors, LLC History New 472 21 0.01% — 589 +472 New Q4 2025 Feb 13, 2026
GW&K Investment Management, LLC History No change 464 21 0.0% 0.0% 586 0 0.0% Q4 2025 Feb 11, 2026
Lavaca Capital LLC History No change 460 21 0.0% 0.0% 587 0 0.0% Q4 2025 Feb 13, 2026
REDMONT WEALTH ADVISORS LLC History No change 475 21 0.03% 0.03% 588 0 0.0% Q4 2025 Feb 06, 2026
Transamerica Financial Advisors, LLC History New 447 20 0.0% — 590 +447 New Q4 2025 Feb 13, 2026
SJS Investment Consulting Inc. History New 441 20 0.0% — 592 +441 New Q4 2025 Jan 21, 2026
Triumph Capital Management History New 439 20 0.0% — 591 +439 New Q4 2025 Feb 12, 2026
True Wealth Design, LLC History Reduced 429 19 0.01% 0.01% 593 -155 -26.54% Q4 2025 Jan 08, 2026
UNION SAVINGS BANK History New 410 18 0.01% — 596 +410 New Q4 2025 Mar 06, 2026
Bell Investment Advisors, Inc History Added to 391 18 0.0% 0.0% 595 +237 153.9% Q4 2025 Feb 24, 2026
Nalls Sherbakoff Group, LLC History No change 400 18 0.01% 0.01% 594 0 0.0% Q4 2025 Mar 12, 2026
Financial Management Professionals, Inc. History No change 374 17 0.0% 0.0% 597 0 0.0% Q4 2025 Jan 27, 2026
Hanson & Doremus Investment Management History No change 339 16 0.0% 0.0% 598 0 0.0% Q4 2025 Jan 20, 2026
FINANCIAL CONSULATE, INC History Added to 318 14 0.0% 0.0% 600 +64 25.2% Q4 2025 Jan 22, 2026
Sterling Capital Management LLC History No change 315 14 0.0% 0.0% 599 0 0.0% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 301 13 0.0% 0.0% 601 -41 -11.99% Q4 2025 Feb 02, 2026
Pinnacle Bancorp, Inc. History No change 281 13 0.0% 0.0% 602 0 0.0% Q4 2025 Jan 22, 2026
AdvisorNet Financial, Inc History Added to 279 12 0.0% 0.0% 603 +232 493.62% Q4 2025 Jan 20, 2026
United Financial Planning Group LLC History New 244 11 0.01% — 605 +244 New Q4 2025 Feb 11, 2026
Abound Wealth Management History Added to 241 11 0.0% 0.0% 604 +45 22.96% Q4 2025 Jan 12, 2026
LuminArx Capital Management LP History New 125,000 10 0.01% — 610 +125,000 New Q4 2025 Feb 17, 2026
Ancora Advisors LLC History New 218 10 0.0% — 607 +218 New Q4 2025 Feb 17, 2026
Retirement Wealth Solutions LLC History Reduced 235 10 0.01% 0.01% 611 -9 -3.69% Q4 2025 Jan 07, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 224 10 0.0% 0.0% 606 0 0.0% Q4 2025 Feb 04, 2026
Winch Advisory Services, LLC History No change 233 10 0.0% 0.0% 608 0 0.0% Q4 2025 Feb 03, 2026
CX Institutional History No change 224 10 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 02, 2026
Cornerstone Financial Management LLC History New 198 9 0.01% — 616 +198 New Q4 2025 Feb 13, 2026
TUCKER ASSET MANAGEMENT LLC History New 195 9 0.0% — 613 +195 New Q4 2025 Feb 05, 2026
Westend Capital Management, LLC History No change 199 9 0.0% 0.0% 612 0 0.0% Q4 2025 Jan 15, 2026
Roxbury Financial LLC History No change 205 9 0.01% 0.01% 614 0 0.0% Q4 2025 Jan 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 200 9 0.01% 0.0% 615 0 0.0% Q4 2025 Feb 17, 2026
MANNING & NAPIER ADVISORS LLC History New 175 8 0.0% — 617 +175 New Q4 2025 Feb 03, 2026
Atlantic Edge Private Wealth Management, LLC History New 175 8 0.0% — 622 +175 New Q4 2025 Jan 27, 2026
Manchester Capital Management LLC History Added to 186 8 0.0% 0.0% 619 +124 200.0% Q4 2025 Feb 11, 2026
Penserra Capital Management LLC History Reduced 192 8 0.0% 0.0% 620 -6 -3.03% Q4 2025 Feb 12, 2026
Principia Wealth Advisory, LLC History Reduced 185 8 0.01% 0.0% 623 -6 -3.14% Q4 2025 Feb 10, 2026
ALBION FINANCIAL GROUP /UT History No change 188 8 0.0% 0.0% 618 0 0.0% Q4 2025 Jan 21, 2026
Frazier Financial Advisors, LLC History No change 183 8 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 09, 2026
Signature Equity Partners, LLC History New 162 7 0.0% — 626 +162 New Q4 2025 Feb 17, 2026
Physician Wealth Advisors, Inc. History Added to 163 7 0.0% 0.0% 624 +41 33.61% Q4 2025 Jan 29, 2026
Wealth Watch Advisors, INC History No change 152 7 0.0% 0.0% 625 0 0.0% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 146 6 0.0% — 628 +146 New Q4 2025 Jan 07, 2026
IFC & Insurance Marketing, Inc. History New 134 6 0.01% — 637 +134 New Q4 2025 Feb 12, 2026
Stephens Consulting, LLC History New 132 6 0.0% — 633 +132 New Q4 2025 Jan 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 143 6 0.0% 0.0% 631 -76 -34.7% Q4 2025 Feb 17, 2026
Private Wealth Asset Management, LLC History Reduced 136 6 0.0% 0.0% 632 -44 -24.44% Q4 2025 Feb 10, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 138 6 0.0% 0.01% 627 +30 27.78% Q4 2025 Jan 20, 2026
Sunbelt Securities, Inc. History No change 151 6 0.0% 0.0% 629 0 0.0% Q4 2025 Feb 20, 2026
CVA Family Office, LLC History No change 138 6 0.0% 0.0% 630 0 0.0% Q4 2025 Jan 12, 2026
ORG Partners LLC History No change 135 6 0.0% 0.0% 634 0 0.0% Q4 2025 Jan 14, 2026
LRI Investments, LLC History No change 134 6 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 04, 2026
Harbor Asset Planning, Inc. History No change 133 6 0.01% 0.0% 636 0 0.0% Q4 2025 Jan 26, 2026
Quaker Wealth Management, LLC History New 126 5 0.0% — 641 +126 New Q4 2025 Jan 28, 2026
Godfrey Financial Associates, Inc. History New 118 5 0.0% — 644 +118 New Q4 2025 Feb 10, 2026
North Star Investment Management Corp. History Added to 109 5 0.0% — 638 +96 738.46% Q4 2025 Jan 30, 2026
Stone House Investment Management, LLC History Added to 111 5 0.0% — 640 +89 404.55% Q4 2025 Jan 21, 2026
First Pacific Financial History Reduced 112 5 0.0% 0.0% 642 -14 -11.11% Q4 2025 Jan 16, 2026
Copeland Capital Management, LLC History No change 126 5 0.0% 0.0% 639 0 0.0% Q4 2025 Jan 29, 2026
Provenance Wealth Advisors, LLC History No change 120 5 0.0% 0.0% 643 0 0.0% Q4 2025 Jan 26, 2026
Rakuten Securities, Inc. History New 100 4 0.0% — 651 +100 New Q4 2025 Jan 29, 2026
VALLEY WEALTH MANAGERS, INC. History New 96 4 0.0% — 645 +96 New Q4 2025 Feb 04, 2026
Trifecta Capital Advisors, LLC History New 96 4 0.0% — 650 +96 New Q4 2025 Jan 30, 2026
Grove Bank & Trust History New 92 4 0.0% — 648 +92 New Q4 2025 Jan 08, 2026
IMA Advisory Services, Inc. History New 90 4 0.0% — 647 +90 New Q4 2025 Feb 11, 2026
FEDERATED HERMES, INC. History Reduced 93 4 0.0% 0.0% 646 -10 -9.71% Q4 2025 Feb 12, 2026
Kozak & Associates, Inc. History No change 96 4 0.0% 0.0% 649 0 0.0% Q4 2025 Jan 12, 2026
Bank of Jackson Hole Trust History No change 100 4 0.0% 0.0% 652 0 0.0% Q4 2025 Feb 12, 2026
Elyxium Wealth, LLC History New 76 3 0.0% — 658 +76 New Q4 2025 Feb 05, 2026
Ares Financial Consulting, LLC History New 68 3 0.0% — 659 +68 New Q4 2025 Jan 30, 2026
MCF Advisors LLC History New 66 3 0.0% — 654 +66 New Q4 2025 Feb 11, 2026
Bare Financial Services, Inc History Added to 84 3 0.0% 0.0% 657 +2 2.44% Q4 2025 Feb 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 65 3 0.0% 0.0% 653 0 0.0% Q4 2025 Feb 13, 2026
Avion Wealth History No change 65 3 0.0% 0.0% 655 0 0.0% Q4 2025 Jan 23, 2026
Fortitude Family Office, LLC History No change 74 3 0.0% 0.0% 656 0 0.0% Q4 2025 Jan 15, 2026
Basepoint Wealth LLC History New 56 2 0.0% — 666 +56 New Q4 2025 Feb 10, 2026
Coston, McIsaac & Partners History New 52 2 0.0% — 663 +52 New Q4 2025 Feb 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 44 2 0.0% — 661 +44 New Q4 2025 Jan 21, 2026
American Capital Advisory, LLC History Added to 53 2 0.0% 0.0% 665 +7 15.22% Q4 2025 Jan 30, 2026
ST GERMAIN D J CO INC History No change 46 2 0.0% 0.0% 660 0 0.0% Q4 2025 Jan 29, 2026
Bogart Wealth, LLC History No change 55 2 0.0% 0.0% 662 0 0.0% Q4 2025 Jan 30, 2026
SWAN Capital LLC History No change 48 2 0.0% 0.0% 664 0 0.0% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Reduced 35 1 0.0% 0.0% 671 -562 -94.14% Q4 2025 Feb 17, 2026
Sankala Group LLC History New 44 1 0.0% — 678 +44 New Q4 2025 Mar 02, 2026
Advocate Investing Services LLC History New 40 1 0.0% — 677 +40 New Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History New 35 1 0.0% — 668 +35 New Q4 2025 Jan 27, 2026
TD Capital Management LLC History New 29 1 0.0% — 670 +29 New Q4 2025 Feb 26, 2026
CENTRAL TRUST Co History Added to 23 1 0.0% — 669 +3 15.0% Q4 2025 Feb 02, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 35 1 0.0% 0.0% 667 0 0.0% Q4 2025 Jan 23, 2026
Horizon Investments, LLC History No change 30 1 0.0% 0.0% 672 0 0.0% Q4 2025 Feb 02, 2026
Harvest Fund Management Co., Ltd History No change 34 1 0.0% 0.0% 673 0 0.0% Q4 2025 Feb 11, 2026
First Command Advisory Services, Inc. History No change 36 1 0.0% 0.0% 674 0 0.0% Q4 2025 Feb 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 38 1 0.0% 0.0% 675 0 0.0% Q4 2025 Jan 08, 2026
Caitlin John, LLC History No change 27 1 0.0% 0.0% 676 0 0.0% Q4 2025 Feb 18, 2026
Jain Global LLC History Closed out 0 0 — 0.22% — -1,145,584 -100.0% Q3 2025 Nov 14, 2025
LMR Partners LLP History Closed out 0 0 — 0.14% — -800,109 -100.0% Q3 2025 Nov 14, 2025
Fullerton Fund Management Co Ltd. History Closed out 0 0 — 1.15% — -727,292 -100.0% Q3 2025 Nov 14, 2025
NOMURA HOLDINGS INC History Closed out 0 0 — 0.03% — -500,000 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.01% — -342,362 -100.0% Q3 2025 Nov 10, 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Closed out 0 0 — 0.0% — -257,886 -100.0% Q3 2025 Nov 14, 2025
Perbak Capital Partners LLP History Closed out 0 0 — 0.88% — -122,966 -100.0% Q3 2025 Nov 13, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.25% — -81,636 -100.0% Q3 2025 Oct 28, 2025
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 — 0.1% — -81,084 -100.0% Q3 2025 Nov 14, 2025
Governors Lane LP History Closed out 0 0 — 0.24% — -75,861 -100.0% Q3 2025 Nov 14, 2025
SUSQUEHANNA ADVISORS GROUP, INC. History Closed out 0 0 — 0.04% — -65,200 -100.0% Q3 2025 Nov 14, 2025
Saba Capital Management, L.P. History Closed out 0 0 — 0.06% — -53,700 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 — 0.11% — -52,351 -100.0% Q3 2025 Nov 14, 2025
Centiva Capital, LP History Closed out 0 0 — 0.02% — -41,989 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 — 0.02% — -26,903 -100.0% Q3 2025 Nov 14, 2025
BAROMETER CAPITAL MANAGEMENT INC. History Closed out 0 0 — 0.21% — -22,789 -100.0% Q3 2025 Nov 13, 2025
MACQUARIE GROUP LTD History Closed out 0 0 — 0.0% — -14,000 -100.0% Q3 2025 Nov 13, 2025
Verition Fund Management LLC History Closed out 0 0 — 0.0% — -13,910 -100.0% Q3 2025 Nov 14, 2025
FDx Advisors, Inc. History Closed out 0 0 — 0.14% — -12,301 -100.0% Q3 2025 Nov 04, 2025
Mesirow Financial Investment Management, Inc. History Closed out 0 0 — 0.01% — -11,146 -100.0% Q3 2025 Nov 12, 2025
Calamos Wealth Management LLC History Closed out 0 0 — 0.02% — -11,053 -100.0% Q3 2025 Oct 20, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 — 0.07% — -10,736 -100.0% Q3 2025 Nov 13, 2025
111 Capital History Closed out 0 0 — 0.05% — -6,890 -100.0% Q3 2025 Nov 12, 2025
SG Americas Securities, LLC History Closed out 0 0 — 0.0% — -6,368 -100.0% Q3 2025 Oct 23, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -6,219 -100.0% Q3 2025 Oct 14, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 0.03% — -5,281 -100.0% Q3 2025 Oct 31, 2025
OPPENHEIMER & CO INC History Closed out 0 0 — 0.0% — -5,225 -100.0% Q3 2025 Nov 06, 2025
Diametric Capital, LP History Closed out 0 0 — 0.08% — -4,989 -100.0% Q3 2025 Nov 13, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.06% — -2,690 -100.0% Q3 2025 Nov 03, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.01% — -1,925 -100.0% Q3 2025 Nov 06, 2025
FORSTA AP-FONDEN History Reduced 668,012 0 — — — -1,247 -0.19% Q4 2025 Feb 10, 2026
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -908 -100.0% Q3 2025 Nov 14, 2025
MASECO LLP History Closed out 0 0 — 0.0% — -836 -100.0% Q3 2025 Nov 12, 2025
Main Street Group, LTD History Closed out 0 0 — 0.01% — -442 -100.0% Q3 2025 Nov 07, 2025
Quarry LP History Closed out 0 0 — 0.0% — -286 -100.0% Q3 2025 Nov 14, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -270 -100.0% Q3 2025 Oct 07, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.0% — -235 -100.0% Q3 2025 Oct 28, 2025
WOLFF WIESE MAGANA LLC History Closed out 0 0 — 0.01% — -228 -100.0% Q3 2025 Oct 28, 2025
Silicon Valley Capital Partners History Closed out 0 0 — 0.0% — -217 -100.0% Q3 2025 Nov 17, 2025
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History Closed out 0 0 — 0.01% — -200 -100.0% Q3 2025 Nov 14, 2025
BAILLIE GIFFORD & CO History Closed out 0 0 — 0.0% — -172 -100.0% Q3 2025 Oct 31, 2025
FOSTER DYKEMA CABOT & PARTNERS, LLC History Closed out 0 0 — 0.0% — -128 -100.0% Q3 2025 Nov 12, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2025 Oct 29, 2025
Kilter Group LLC History Reduced 14 0 — 0.0% — -38 -73.08% Q4 2025 Feb 13, 2026
Nemes Rush Group LLC History New 20 0 — — — +20 New Q4 2025 Feb 11, 2026
Bear Mountain Capital, Inc. History Closed out 0 0 — — — -18 -100.0% Q3 2025 Nov 12, 2025
Rossby Financial, LCC History New 17 0 — — — +17 New Q4 2025 Feb 12, 2026
Palisade Asset Management, LLC History Closed out 0 0 — — — -15 -100.0% Q3 2025 Nov 17, 2025
Monetary Solutions, Ltd History New 8 0 — — — +8 New Q4 2025 Feb 23, 2026
TOTH FINANCIAL ADVISORY CORP History New 3 0 — — — +3 New Q4 2025 Jan 20, 2026
Tortoise Investment Management, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2025 Nov 13, 2025
Murphy & Mullick Capital Management Corp History New 2 0 — — — +2 New Q4 2025 Feb 10, 2026
Financial Gravity Asset Management, Inc. History New 1 0 — — — +1 New Q4 2025 Feb 13, 2026
Kingdom Financial Group LLC. History New 1 0 — — — +1 New Q4 2025 Feb 06, 2026
Crewe Advisors LLC History No change 17 0 — — — 0 0.0% Q4 2025 Jan 16, 2026
Truvestments Capital LLC History No change 6 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
Covestor Ltd History No change 8 0 — — — 0 0.0% Q4 2025 Feb 06, 2026