iShares Bitcoin Trust ETF - IBIT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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
JANE STREET GROUP, LLC History Added to 92,070,080 4,571,279 0.69% 0.87% 1 +3,869,406 4.39% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 64,320,609 3,193,518 0.37% 0.58% 2 -13,272,371 -17.11% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 53,508,332 2,656,688 0.4% 0.38% 3 +14,692,406 37.85% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 40,573,144 2,014,456 0.25% 0.53% 4 -26,376,780 -39.4% Q4 2025 Mar 25, 2026
MILLENNIUM MANAGEMENT LLC History Added to 36,950,324 1,834,583 0.77% 0.62% 5 +14,480,418 64.44% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 18,607,558 923,865 10.09% 12.17% 6 -23,345,690 -55.65% Q4 2025 Feb 17, 2026
Avenir Tech Ltd History Reduced 18,287,323 907,965 83.36% 87.67% 7 -9,784 -0.05% Q4 2025 Feb 13, 2026
Marex Group plc History Added to 14,597,770 724,779 4.56% 3.47% 8 +7,035,499 93.03% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 13,440,659 667,328 0.04% 0.04% 9 +2,374,482 21.46% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 12,999,136 645,407 0.01% 0.01% 10 +2,400,510 22.65% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 12,870,036 638,997 0.15% 0.12% 11 +4,689,795 57.33% Q4 2025 Feb 13, 2026
Mubadala Investment Co PJSC History Added to 12,702,323 630,670 3.61% 3.17% 12 +3,975,351 45.55% Q4 2025 Feb 17, 2026
Capula Management Ltd History Reduced 9,481,233 470,743 2.36% 3.07% 13 -676 -0.01% Q4 2025 Feb 13, 2026
Laurore Ltd History New 8,786,279 436,238 100.0% — 14 +8,786,279 New Q4 2025 Jan 28, 2026
Al Warda Investments RSC Ltd History Added to 8,218,712 408,059 100.0% 100.0% 15 +255,319 3.21% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 8,175,589 405,917 1.8% 2.51% 16 +1,393,191 20.54% Q4 2025 Feb 17, 2026
Weiss Asset Management LP History Reduced 7,801,983 387,368 5.42% 278.08% 17 -4,456,670 -36.36% Q4 2025 Feb 17, 2026
Galaxy Group Investments LLC History Added to 7,690,206 381,818 45.29% 24.23% 18 +665,965 9.48% Q4 2025 Mar 23, 2026
WELLS FARGO & COMPANY/MN History Reduced 7,079,262 351,485 0.06% 0.1% 19 -1,362,001 -16.14% Q4 2025 Feb 13, 2026
Belvedere Trading LLC History Reduced 6,684,232 331,872 0.36% 0.75% 20 -3,349,292 -33.38% Q4 2025 Feb 10, 2026
LMR Partners LLP History Added to 6,543,600 324,889 0.61% 1.05% 21 +2,888,941 79.05% Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History Reduced 5,751,635 285,568 0.94% 1.97% 22 -3,354,743 -36.84% Q4 2025 Feb 13, 2026
HARVARD MANAGEMENT CO INC History Reduced 5,353,612 265,806 12.78% 21.04% 23 -1,460,000 -21.43% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Reduced 5,287,959 262,547 6.94% 9.54% 24 -2,719,655 -33.96% Q4 2025 Feb 12, 2026
MACQUARIE GROUP LTD History Added to 5,126,143 254,513 1.11% 0.33% 25 +721,351 16.38% Q4 2025 Feb 13, 2026
NATIONAL MUTUAL FUNDS MANAGEMENT LTD History New 5,035 250,894 100.0% — 26 +5,035 New Q4 2025 Feb 24, 2026
Parallax Volatility Advisers, L.P. History Added to 4,920,757 244,315 0.48% 0.19% 27 +2,956,175 150.47% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 4,699,297 233,320 0.13% 0.26% 28 -2,364,322 -33.47% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 4,598,559 228,318 0.9% 0.76% 29 +1,749,932 61.43% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 4,530,100 224,919 1.71% 2.88% 30 -673,700 -12.95% Q4 2025 Jan 14, 2026
Tidal Investments LLC History Reduced 3,951,114 196,172 0.47% 0.66% 31 -1,087,960 -21.59% Q4 2025 Feb 13, 2026
59 North Capital Management, LP History Added to 3,921,034 194,679 6.06% 5.27% 32 +1,319,501 50.72% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History New 3,790,000 188,173 0.6% — 33 +3,790,000 New Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History Reduced 3,709,555 184,179 4.41% 4.82% 34 -980,457 -20.91% Q4 2025 Feb 17, 2026
HBK INVESTMENTS L P History Added to 3,476,600 172,613 1.36% 0.37% 35 +2,954,000 565.25% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 3,449,900 171,287 0.34% 0.34% 36 +650,000 23.22% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 3,447,749 171,180 0.16% 0.15% 37 +1,202,259 53.54% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Added to 3,225,378 160,140 0.23% 0.22% 38 +1,032,130 47.06% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 3,027,614 150,321 0.01% 0.02% 39 -2,256,576 -42.7% Q4 2025 Feb 11, 2026
WHITEBOX ADVISORS LLC History Added to 3,000,000 148,950 2.11% 2.01% 40 +1,000,000 50.0% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 2,979,325 147,923 0.04% 0.05% 41 +500,120 20.17% Q4 2025 Feb 11, 2026
HRTG GPE, LLC History Added to 2,270,327 112,721 14.36% 9.21% 42 +941,418 70.84% Q4 2025 Feb 13, 2026
Pine Ridge Advisers LLC History Added to 2,227,380 110,589 6.6% 8.46% 43 +42,780 1.96% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 2,219,023 110,174 0.2% 1005.32% 44 -1,112,299 -33.39% Q4 2025 Feb 17, 2026
NEOS Investment Management LLC History Added to 2,150,607 106,777 0.62% 0.07% 45 +2,004,557 1372.51% Q4 2025 Feb 17, 2026
MARINER INVESTMENT GROUP LLC History Added to 2,146,536 106,575 6.22% 39.62% 46 +131,442 6.52% Q4 2025 Feb 25, 2026
Consolidated Portfolio Review Corp History Added to 2,142,185 106,359 9.19% 0.06% 47 +2,134,334 27185.51% Q4 2025 Jan 26, 2026
FARALLON CAPITAL MANAGEMENT LLC History Reduced 2,137,100 106,107 0.5% 1.86% 48 -4,855,600 -69.44% Q4 2025 Feb 17, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 2,032,648 100,920 5.82% 0.12% 49 +2,011,070 9320.0% Q4 2025 Feb 09, 2026
Symmetry Investments LP History Reduced 1,982,097 98,411 8.53% 41.28% 50 -11,252,643 -85.02% Q4 2025 Feb 17, 2026
NINE MASTS CAPITAL Ltd History New 1,889,214 93,799 16.15% — 51 +1,889,214 New Q4 2025 Feb 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,857,866 92,243 0.12% 0.14% 52 +103,262 5.89% Q4 2025 Feb 17, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 1,787,571 88,752 18.49% 20.71% 53 0 0.0% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Reduced 1,708,367 84,820 0.03% 0.11% 54 -2,945,662 -63.29% Q4 2025 Jan 29, 2026
Copperwood Asset Management LP History New 1,678,467 83,335 100.0% — 55 +1,678,467 New Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 1,665,200 82,677 0.09% 0.06% 56 +1,154,041 225.77% Q4 2025 Feb 17, 2026
CANTOR FITZGERALD, L. P. History Reduced 1,624,078 80,635 1.22% 1.85% 57 -1,308,168 -44.61% Q4 2025 Feb 17, 2026
Simplify Asset Management Inc. History Added to 1,595,000 80,223 1.31% 1.56% 58 +309,000 24.03% Q4 2025 Feb 09, 2026
WINTON GROUP Ltd History Added to 1,603,653 79,621 2.75% 3.07% 59 +343,910 27.3% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Added to 1,501,878 74,504 0.35% 0.29% 60 +586,832 64.13% Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 3,694 74,421 1.34% 0.41% 61 -40,377 -91.62% Q4 2025 Feb 13, 2026
ParaFi Capital LP History Added to 1,475,046 73,236 20.44% 20.78% 62 +46 0.0% Q4 2025 Feb 13, 2026
Nearwater Capital Markets, Ltd History Added to 1,384,800 68,755 1.18% 0.52% 63 +784,800 130.8% Q4 2025 Feb 17, 2026
PEAK6 LLC History Added to 1,356,662 67,358 0.13% 0.11% 64 +248,640 22.44% Q4 2025 Mar 12, 2026
Verde Servicos Internacionais S.A. History Reduced 1,327,166 65,894 21.13% 33.61% 65 -486,283 -26.82% Q4 2025 Feb 06, 2026
Fortress Investment Group LLC History No change 1,325,000 65,786 15.43% 11.44% 66 0 0.0% Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 1,310,720 65,077 0.83% — 67 +1,310,720 New Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 1,259,640 62,541 0.19% 0.4% 68 -365,281 -22.48% Q4 2025 Feb 13, 2026
Two Seas Capital LP History New 1,218,000 60,473 1.25% — 69 +1,218,000 New Q4 2025 Feb 11, 2026
Betterment LLC History Added to 1,194,989 59,331 0.11% 0.14% 70 +109,430 10.08% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Reduced 1,154,677 57,330 0.08% 0.17% 71 -416,880 -26.53% Q4 2025 Feb 11, 2026
Ovata Capital Management Ltd History No change 1,142,805 56,596 6.87% 14.8% 72 0 0.0% Q4 2025 Mar 03, 2026
Wealthfront Advisers LLC History Added to 1,116,501 55,434 0.12% 0.12% 73 +339,270 43.65% Q4 2025 Jan 30, 2026
Jain Global LLC History Reduced 1,082,744 53,758 0.26% 1.12% 74 -2,565,334 -70.32% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 1,034,413 51,358 0.06% 0.07% 75 +43,412 4.38% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 986,705 48,989 0.21% 0.23% 76 +174,357 21.46% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 927,991 46,075 0.05% 0.06% 77 +235,076 33.93% Q4 2025 Feb 13, 2026
Logan Stone Capital, LLC History Added to 898,383 44,604 11.0% 6.89% 78 +664,985 284.91% Q4 2025 Feb 17, 2026
Allen Investment Management, LLC History Added to 895,936 44,483 0.49% 0.57% 79 +100,623 12.65% Q4 2025 Feb 10, 2026
Quantitative Investment Management, LLC History New 874,627 43,425 4.22% — 80 +874,627 New Q4 2025 Feb 17, 2026
DeepCurrents Investment Group LLC History Added to 8,700 43,195 1.42% 1.04% 81 +2,444 39.07% Q4 2025 Feb 13, 2026
Harvest Portfolios Group Inc. History Added to 859,466 42,672 0.74% 0.88% 82 +129,052 17.67% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Reduced 858,078 42,603 0.05% 0.07% 83 -49,686 -5.47% Q4 2025 Feb 06, 2026
Alpine Fox Capital LLC History Reduced 827,500 41,085 21.69% 48.56% 84 -957,100 -53.63% Q4 2025 Feb 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 796,863 39,564 0.54% 0.66% 85 -30,038 -3.63% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Added to 786,166 39,033 0.07% 0.08% 86 +176,763 29.01% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 725,144 36,003 0.1% 0.13% 87 -10,837 -1.47% Q4 2025 Feb 05, 2026
Engineers Gate Manager LP History Added to 721,796 35,837 0.42% 0.19% 88 +471,740 188.65% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 719,008 35,698 0.0% 0.0% 89 +91,559 14.59% Q4 2025 Feb 17, 2026
Philadelphia Financial Management of San Francisco, LLC History New 700,000 34,755 3.73% — 90 +700,000 New Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 690,208 34,268 0.04% 0.03% 91 +306,107 79.69% Q4 2025 Jan 30, 2026
ALLEN OPERATIONS LLC History No change 670,200 33,275 4.16% 5.2% 92 0 0.0% Q4 2025 Feb 10, 2026
Jefferies Financial Group Inc. History Reduced 668,881 33,209 0.17% 0.22% 93 -52,357 -7.26% Q4 2025 Feb 09, 2026
Corient Private Wealth LLC History Added to 705,391 31,339 0.04% 0.05% 94 +225,198 46.9% Q4 2025 Mar 09, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Added to 620,804 30,822 4.41% 5.82% 95 +12,517 2.06% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 614,300 30,500 0.04% 0.05% 96 -20,965 -3.3% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 624,456 30,301 0.17% 0.05% 97 +429,655 220.56% Q4 2025 Jan 29, 2026
Yarbrough Capital, LLC History Added to 600,825 29,830 0.93% 1.06% 98 +76,612 14.61% Q4 2025 Jan 14, 2026
IEQ CAPITAL, LLC History Added to 596,279 29,605 0.09% 0.06% 99 +269,892 82.69% Q4 2025 Feb 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 594,361 29,510 4.36% 5.62% 100 +30,852 5.47% Q4 2025 Feb 03, 2026
MML INVESTORS SERVICES, LLC History Added to 585,118 29,051 0.07% 0.08% 101 +126,717 27.64% Q4 2025 Feb 13, 2026
Oxler Private Wealth LLC History Added to 553,454 27,478 7.96% 9.48% 102 +52,183 10.41% Q4 2025 Jan 23, 2026
ARP Global Capital Ltd History New 552,408 27,427 8.28% — 103 +552,408 New Q4 2025 Mar 12, 2026
UBS Group AG History Added to 548,614 27,238 0.0% 0.0% 104 +413,621 306.4% Q4 2025 Jan 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 544,159 27,017 0.35% 0.44% 105 +76,160 16.27% Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History Added to 543,422 26,980 0.3% 0.23% 106 +275,969 103.18% Q4 2025 Feb 03, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 530,051 26,317 0.01% 0.01% 107 +119,091 28.98% Q4 2025 Feb 10, 2026
Trans-Canada Capital Inc. History Reduced 528,900 26,259 1.51% 7.47% 108 -1,362,901 -72.04% Q4 2025 Feb 09, 2026
KALEIDOSCOPE CAPITAL LP History Reduced 527,752 26,202 10.01% 11.89% 109 -112,552 -17.58% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 523,235 25,978 0.01% 0.03% 110 -119,111 -18.54% Q4 2025 Feb 06, 2026
Pilgrim Partners Asia Pte Ltd History Reduced 518,300 25,716 12.29% 16.58% 111 -54,417 -9.5% Q4 2025 Feb 03, 2026
Shay Capital LLC History Added to 515,000 25,569 2.64% 0.08% 112 +500,000 3333.33% Q4 2025 Feb 17, 2026
Financial Sense Advisors, Inc. History Reduced 502,413 24,944 4.56% 5.88% 113 -28,642 -5.39% Q4 2025 Feb 13, 2026
MYDA Advisors LLC History New 500,000 24,825 4.73% — 114 +500,000 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 622,155 23,663 0.03% 0.04% 115 +56,730 10.03% Q4 2025 Jan 08, 2026
Intesa Sanpaolo S.p.A. History New 470,409 23,440 1.34% — 116 +470,409 New Q4 2025 Feb 17, 2026
PPSC Investment Service Corp History Added to 472,000 23,434 1.75% 2.19% 117 +48,000 11.32% Q4 2025 Jan 26, 2026
BlueCrest Capital Management Ltd History Reduced 461,000 22,888 0.69% 93.03% 118 -339,000 -42.38% Q4 2025 Feb 17, 2026
PBCay One RSC Ltd History New 460,600 22,868 4.03% — 119 +460,600 New Q4 2025 Feb 05, 2026
Spear Holdings RSC Ltd History New 460,600 22,868 4.03% — 120 +460,600 New Q4 2025 Feb 05, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 453,590 22,520 2.34% — 121 +453,590 New Q4 2025 Feb 09, 2026
Creative Planning History Reduced 451,589 22,421 0.02% 0.02% 122 -25,492 -5.34% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Added to 395,755 21,431 0.46% 0.52% 123 +53,991 15.8% Q4 2025 Feb 13, 2026
Clear Street Group Inc. History Reduced 428,753 21,287 0.08% 3.15% 124 -13,772,168 -96.98% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Reduced 447,004 21,152 0.08% 0.14% 125 -296,990 -39.92% Q4 2025 Feb 18, 2026
Squarepoint Ops LLC History Reduced 424,963 21,099 0.02% 0.06% 126 -506,491 -54.38% Q4 2025 Feb 13, 2026
Bleakley Financial Group, LLC History Added to 422,164 20,960 0.36% 0.56% 127 +51,178 13.8% Q4 2025 Feb 09, 2026
GM Advisory Group, LLC History Added to 412,965 20,503 0.8% 0.97% 128 +60,473 17.16% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 347,172 20,216 0.06% 0.05% 129 +93,309 36.76% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 402,283 19,973 0.05% 0.08% 130 +785 0.2% Q4 2025 Jan 26, 2026
CIBC WORLD MARKET INC. History Added to 399,494 19,834 0.03% 0.04% 131 +17,874 4.68% Q4 2025 Feb 10, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History No change 398,510 19,786 1.31% 1.95% 132 0 0.0% Q4 2025 Feb 17, 2026
Parkwood LLC History Added to 394,000 19,562 1.51% 1.75% 133 +98,000 33.11% Q4 2025 Feb 17, 2026
Marcho Partners LLP History Reduced 389,550 19,341 11.74% 10.27% 134 -25,000 -6.03% Q4 2025 Feb 13, 2026
Rising Stella Capital Pte. Ltd History New 389,145 19,321 9.1% — 135 +389,145 New Q4 2025 Mar 02, 2026
SCOTIA CAPITAL INC. History Added to 389,048 19,315 0.08% 0.07% 136 +128,694 49.43% Q4 2025 Feb 12, 2026
Encompass More Asset Management History Reduced 387,975 19,262 3.55% 4.85% 137 -1,783 -0.46% Q4 2025 Feb 03, 2026
OSAIC HOLDINGS, INC. History Added to 385,544 19,141 0.03% 0.02% 138 +177,863 85.64% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Added to 350,570 19,014 0.6% 0.03% 139 +337,660 2615.49% Q4 2025 Jan 23, 2026
SJBENEN ADVISORY, LLC History New 379,000 18,817 17.55% — 140 +379,000 New Q4 2025 Jan 14, 2026
GenTrust, LLC History Added to 373,253 18,532 0.8% 1.09% 141 +5,219 1.42% Q4 2025 Feb 02, 2026
SONA ASSET MANAGEMENT (US) LLC History Added to 370,800 18,410 0.42% 0.16% 142 +270,800 270.8% Q4 2025 Feb 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 357,184 17,734 0.16% 0.22% 143 +4,206 1.19% Q4 2025 Feb 03, 2026
Strong Tower Advisory Services History Added to 355,730 17,661 3.16% 3.54% 144 +68,060 23.66% Q4 2025 Jan 23, 2026
Virtu Financial LLC History Added to 349,278 17,342 0.67% 0.61% 145 +180,823 107.34% Q4 2025 Feb 23, 2026
Sovran Advisors, LLC History Reduced 320,559 17,310 1.47% 1.73% 146 -3,182 -0.98% Q4 2025 Jan 20, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 347,702 17,263 0.32% 0.03% 147 +320,310 1169.36% Q4 2025 Jan 23, 2026
Proem Advisors LLC History New 345,000 17,129 1.95% — 148 +345,000 New Q4 2025 Feb 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 343,365 17,048 0.13% 0.14% 149 +70,963 26.05% Q4 2025 Feb 12, 2026
All-Stars Investment Ltd History No change 341,000 16,930 6.33% 6.77% 150 0 0.0% Q4 2025 Jan 21, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 334,673 16,616 0.03% 0.09% 151 -357,057 -51.62% Q4 2025 Feb 17, 2026
Longitude (Cayman) Ltd. History New 334,000 16,583 7.16% — 152 +334,000 New Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 690,413 16,299 0.02% 0.02% 153 +508,134 278.77% Q4 2025 Feb 13, 2026
Lalia Capital, LLC History New 327,400 16,255 12.73% — 154 +327,400 New Q4 2025 Feb 11, 2026
Zhang Financial LLC History Added to 327,153 16,243 0.61% 0.82% 155 +17,933 5.8% Q4 2025 Feb 10, 2026
Aequim Alternative Investments LP History Added to 325,000 16,136 0.32% 0.36% 156 +75,000 30.0% Q4 2025 Feb 17, 2026
Fiduciary Alliance LLC History Reduced 321,312 15,953 1.04% 1.49% 157 -20,336 -5.95% Q4 2025 Jan 22, 2026
Aristides Capital LLC History Reduced 320,713 15,923 2.82% 3.63% 158 -66,441 -17.16% Q4 2025 Feb 26, 2026
Magnus Financial Group LLC History Reduced 307,817 15,283 1.17% 1.78% 159 -40,146 -11.54% Q4 2025 Jan 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 304,234 15,105 0.02% 0.01% 160 +209,745 221.98% Q4 2025 Feb 18, 2026
TWO SIGMA INVESTMENTS, LP History Added to 300,000 14,895 0.02% 0.0% 162 +250,000 500.0% Q4 2025 Feb 17, 2026
SCOGGIN MANAGEMENT LP History Reduced 300,000 14,895 2.28% 3.31% 161 -25,000 -7.69% Q4 2025 Feb 17, 2026
BigSur Wealth Management LLC History Added to 296,478 14,720 3.57% 4.16% 163 +34,995 13.38% Q4 2025 Jan 27, 2026
Cavalier Investments, LLC History Added to 288,190 14,308 0.74% 0.78% 164 +238,210 476.61% Q4 2025 Feb 13, 2026
Ardmore Road Asset Management LP History Reduced 279,219 13,863 1.05% 1.68% 165 -120,781 -30.2% Q4 2025 Feb 17, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 272,865 13,547 4.04% 4.65% 166 +46,465 20.52% Q4 2025 Jan 26, 2026
Kestra Advisory Services, LLC History Added to 270,565 13,433 0.06% 0.06% 167 +55,430 25.77% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Reduced 264,580 13,136 0.19% 0.35% 168 -85,010 -24.32% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 260,649 12,941 0.01% 0.0% 169 +240,754 1210.12% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Reduced 258,804 12,849 0.23% 0.39% 170 -11,880 -4.39% Q4 2025 Feb 06, 2026
Mint Tower Capital Management B.V. History Reduced 251,400 12,482 1.44% 20.49% 171 -2,410,135 -90.55% Q4 2025 Feb 12, 2026
IvyRock Asset Management (HK) Ltd History Reduced 248,900 12,357 6.52% 11.33% 172 -156,600 -38.62% Q4 2025 Feb 11, 2026
Sara-Bay Financial History Added to 247,896 12,352 3.69% 3.66% 173 +46,623 23.16% Q4 2025 Jan 20, 2026
Avestar Capital, LLC History Added to 241,928 12,011 0.78% 0.4% 174 +148,358 158.55% Q4 2025 Feb 10, 2026
Farringdon Capital, Ltd. History Added to 237,210 11,777 2.89% 2.63% 175 +77,976 48.97% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History Reduced 235,954 11,715 0.82% 1.7% 176 -145,641 -38.17% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Added to 234,645 11,650 0.02% 0.01% 177 +194,184 479.93% Q4 2025 Jan 23, 2026
Claar Advisors LLC History Added to 233,121 11,574 3.38% 4.47% 178 +607 0.26% Q4 2025 Feb 17, 2026
DV Trading LLC History New 232,037 11,520 0.32% — 179 +232,037 New Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 230,203 11,429 0.82% 1.21% 180 -36,005 -13.53% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History Added to 228,069 11,321 0.01% 0.0% 181 +83,812 58.1% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 227,604 11,300 0.56% 0.09% 182 +205,292 920.1% Q4 2025 Jan 07, 2026
SYON CAPITAL LLC History Reduced 227,602 11,300 0.56% 1.04% 183 -71,575 -23.92% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 222,973 11,070 0.19% 0.2% 184 +80,493 56.49% Q4 2025 Feb 19, 2026
KADENSA CAPITAL Ltd History Added to 219,599 10,903 1.13% 1.22% 185 +36,835 20.15% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 219,085 10,877 0.18% 0.02% 186 +201,085 1117.14% Q4 2025 Jan 28, 2026
NTV ASSET MANAGEMENT LLC History Reduced 214,261 10,638 1.13% 1.65% 187 -18,162 -7.81% Q4 2025 Jan 20, 2026
Addison Capital Co History Added to 212,727 10,561 2.64% 3.98% 188 +5,400 2.6% Q4 2025 Feb 02, 2026
Brown University History No change 212,500 10,550 7.4% 8.17% 189 0 0.0% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Added to 211,113 10,481 0.02% 0.01% 190 +88,728 72.5% Q4 2025 Feb 12, 2026
OLD MISSION CAPITAL LLC History Added to 2,254,134 10,412 0.24% 0.08% 191 +445,034 24.6% Q4 2025 Feb 17, 2026
SkyBridge Capital II, LLC History Reduced 209,599 10,406 61.59% 23.92% 192 -1,800 -0.85% Q4 2025 Feb 12, 2026
Pekin Hardy Strauss, Inc. History Reduced 208,951 10,374 0.96% 1.48% 193 -18,007 -7.93% Q4 2025 Jan 30, 2026
MATAURO, LLC History Added to 208,593 10,356 1.56% 1.44% 194 +68,940 49.37% Q4 2025 Jan 16, 2026
SIMPLEX TRADING, LLC History Reduced 202,920 10,074 0.01% 0.05% 195 -1,325,695 -86.73% Q4 2025 Feb 11, 2026
Trustees of Dartmouth College History New 201,531 10,006 2.54% — 196 +201,531 New Q4 2025 Jan 14, 2026
Verde Capital Management History Added to 198,103 9,835 2.1% 2.36% 197 +34,291 20.93% Q4 2025 Feb 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 197,100 9,786 0.01% 0.01% 198 +61,993 45.88% Q4 2025 Feb 17, 2026
Kamunting Street Capital Management, L.P. History Added to 195,181 9,691 6.61% 7.51% 199 +40,000 25.78% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 194,564 9,660 0.07% 0.04% 200 +130,794 205.1% Q4 2025 Feb 18, 2026
Equitable Holdings, Inc. History Added to 192,780 9,571 0.07% 0.08% 201 +25,168 15.02% Q4 2025 Feb 17, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 192,217 9,569 2.61% 2.99% 202 +32,369 20.25% Q4 2025 Jan 28, 2026
Savvy Advisors, Inc. History Added to 192,203 9,542 0.31% 0.45% 203 +40,545 26.73% Q4 2025 Jan 20, 2026
Trek Financial, LLC History Added to 189,965 9,431 0.55% 0.68% 204 +15,280 8.75% Q4 2025 Feb 04, 2026
Alamea Verwaltungs GmbH History No change 144,892 9,417 6.36% 6.43% 205 0 0.0% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Added to 187,213 9,328 0.13% 0.18% 206 +5,001 2.74% Q4 2025 Feb 05, 2026
Mutual Advisors, LLC History Added to 186,429 9,256 0.2% 0.24% 207 +10,138 5.75% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 185,171 9,193 0.1% 0.16% 208 +26,311 16.56% Q4 2025 Jan 23, 2026
Corecam Pte. Ltd. History Added to 206,150 9,047 4.7% 5.26% 209 +51,250 33.09% Q4 2025 Mar 02, 2026
TLT Family Holdco ULC History No change 180,000 8,937 0.98% 1.07% 210 0 0.0% Q4 2025 Feb 13, 2026
Main Street Research LLC History Reduced 179,540 8,914 0.51% 0.67% 211 -11,302 -5.92% Q4 2025 Feb 09, 2026
Compass Ion Advisors, LLC History Added to 177,083 8,792 0.84% 1.08% 212 +5,154 3.0% Q4 2025 Jan 29, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 175,000 8,688 0.13% 0.22% 213 -56,638 -24.45% Q4 2025 Feb 17, 2026
Bayshore Capital Advisors, LLC History New 170,984 8,489 4.24% — 214 +170,984 New Q4 2025 Feb 05, 2026
Lifeworks Advisors, LLC History Added to 166,291 8,256 1.07% 1.4% 215 +5,019 3.11% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 161,478 8,017 0.16% 0.01% 216 +154,817 2324.23% Q4 2025 Feb 06, 2026
Elequin Capital, LP History Reduced 157,955 7,842 0.58% 3.56% 217 -853,728 -84.39% Q4 2025 Feb 17, 2026
Bienville Capital Management, LLC History Reduced 157,216 7,805 1.24% 2.25% 218 -24,560 -13.51% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Reduced 157,146 7,802 0.46% 0.53% 219 -11,823 -7.0% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Added to 156,061 7,748 0.19% 0.23% 220 +14,023 9.87% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Reduced 155,708 7,730 0.09% 0.14% 221 -23,728 -13.22% Q4 2025 Jan 15, 2026
Jaffetilchin Investment Partners, LLC History Added to 154,866 7,689 0.45% 0.59% 222 +2,880 1.89% Q4 2025 Jan 15, 2026
Kingsview Wealth Management, LLC History Added to 154,821 7,686 0.11% 0.13% 223 +26,355 20.52% Q4 2025 Feb 09, 2026
Signal Advisors Wealth, LLC History Added to 153,817 7,637 0.61% 0.82% 224 +14,874 10.71% Q4 2025 Jan 13, 2026
K2 PRINCIPAL FUND, L.P. History Added to 152,322 7,562 0.61% 0.4% 225 +76,222 100.16% Q4 2025 Feb 13, 2026
VCI Wealth Management LLC History Added to 152,033 7,548 2.1% 2.57% 226 +21,787 16.73% Q4 2025 Jan 27, 2026
Atika Capital Management LLC History New 1,500 7,447 0.78% — 227 +1,500 New Q4 2025 Feb 13, 2026
Evolution Wealth Advisors, LLC History Reduced 148,686 7,382 0.74% 1.55% 228 -28,636 -16.15% Q4 2025 Jan 12, 2026
Advisory Services Network, LLC History Reduced 145,909 7,244 0.1% 0.17% 229 -36,628 -20.07% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 144,812 7,189 0.01% 0.0% 230 +127,222 723.26% Q4 2025 Feb 17, 2026
T3 Companies, LLC History New 215,835 7,126 8.85% — 232 +215,835 New Q4 2025 Feb 11, 2026
J. Safra Sarasin Holding AG History Added to 143,515 7,126 0.12% 0.11% 231 +35,677 33.08% Q4 2025 Jan 15, 2026
FIRST TRUST ADVISORS LP History Added to 141,797 7,040 0.01% 0.01% 233 +8,202 6.14% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 138,763 6,889 0.33% 0.41% 234 +34,183 32.69% Q4 2025 Jan 28, 2026
TORNO CAPITAL, LLC History No change 138,000 6,851 1.53% 0.74% 235 0 0.0% Q4 2025 Feb 17, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 135,909 6,747 3.1% 3.98% 236 +14,119 11.59% Q4 2025 Feb 17, 2026
Cranbrook Wealth Management, LLC History Added to 135,213 6,713 1.32% 1.16% 237 +46,025 51.6% Q4 2025 Jan 28, 2026
Vienna Asset Management LLC History Added to 135,049 6,705 3.8% 3.75% 238 +38,275 39.55% Q4 2025 Feb 13, 2026
Silverleafe Capital Partners, LLC History Added to 133,413 6,623 1.96% 2.5% 239 +7,861 6.26% Q4 2025 Jan 12, 2026
Paragon Advisors, LLC History Reduced 133,016 6,604 1.79% 8.29% 240 -360,288 -73.04% Q4 2025 Jan 12, 2026
Heirloom Wealth Management History Added to 130,153 6,462 1.49% 1.93% 241 +7,433 6.06% Q4 2025 Jan 15, 2026
Concentrum Wealth Management History Reduced 127,275 6,319 1.76% 2.51% 242 -6,595 -4.93% Q4 2025 Feb 04, 2026
Truvestments Capital LLC History Added to 126,606 6,285 1.14% 1.26% 243 +19,515 18.22% Q4 2025 Feb 13, 2026
Benson Wealth Management INC History New 125,223 6,217 6.92% — 244 +125,223 New Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Added to 125,102 6,211 0.05% 0.04% 245 +3,735 3.08% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 123,898 6,151 0.11% 0.09% 246 +53,756 76.64% Q4 2025 Jan 16, 2026
Arkadios Wealth Advisors History Reduced 122,774 6,095 0.12% 0.32% 247 -82,019 -40.05% Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History Added to 122,252 6,069 0.09% 0.03% 248 +92,411 309.68% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 122,049 6,059 0.1% 0.05% 249 +83,831 219.35% Q4 2025 Mar 12, 2026
EVOKE WEALTH, LLC History Added to 120,811 5,998 0.11% 0.13% 250 +18,710 18.32% Q4 2025 Feb 06, 2026
WESBANCO BANK INC History Added to 119,715 5,943 0.16% 0.2% 251 +7,692 6.87% Q4 2025 Feb 03, 2026
Visionary Wealth Advisors History Added to 119,626 5,939 0.27% 0.34% 253 +7,043 6.26% Q4 2025 Feb 13, 2026
Pettinga Financial Advisors LLC History Reduced 119,627 5,939 1.13% 1.59% 252 -5,592 -4.47% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 119,531 5,934 0.03% 0.04% 254 +12,793 11.99% Q4 2025 Jan 26, 2026
Maytree Asset Management Ltd History Reduced 119,495 5,932 4.4% 7.67% 255 -11,684 -8.91% Q4 2025 Feb 03, 2026
MAI Capital Management History Added to 118,722 5,894 0.03% 0.04% 256 +30,897 35.18% Q4 2025 Feb 13, 2026
Modus Advisors, LLC History Added to 117,516 5,834 1.54% 1.04% 257 +58,456 98.98% Q4 2025 Feb 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 117,317 5,824 0.47% 0.54% 258 +21,903 22.96% Q4 2025 Feb 12, 2026
Cercano Management LLC History No change 117,140 5,816 0.22% 0.29% 259 0 0.0% Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 140,551 5,808 0.02% — 260 +140,551 New Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 116,873 5,802 0.02% 0.01% 261 +91,050 352.59% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 116,210 5,769 0.0% 0.0% 262 -2,575 -2.17% Q4 2025 Feb 10, 2026
Upper Left Wealth Management, LLC History Added to 112,908 5,605 3.42% 3.94% 263 +16,353 16.94% Q4 2025 Jan 22, 2026
Atria Investments, Inc History Added to 112,671 5,594 0.06% 0.04% 264 +53,195 89.44% Q4 2025 Feb 05, 2026
CSS LLC/IL History Reduced 112,234 5,572 0.25% 0.41% 265 -26,846 -19.3% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Reduced 111,920 5,556 0.24% 0.26% 266 -8,106 -6.75% Q4 2025 Feb 17, 2026
Rakuten Group, Inc. History No change 109,918 5,457 0.24% 0.47% 267 0 0.0% Q4 2025 Feb 05, 2026
Family Manage LLC History Added to 109,481 5,435 0.69% 0.84% 268 +15,808 16.88% Q4 2025 Feb 17, 2026
EPIQ PARTNERS, LLC History Added to 108,005 5,362 2.5% 3.23% 269 +3,014 2.87% Q4 2025 Jan 07, 2026
Compound Planning, Inc. History Added to 107,727 5,348 0.16% 0.19% 270 +19,349 21.89% Q4 2025 Feb 19, 2026
FIFTH THIRD BANCORP History Added to 107,347 5,329 0.02% 0.02% 271 +5,025 4.91% Q4 2025 Feb 02, 2026
MGO ONE SEVEN LLC History Added to 106,443 5,284 0.11% 0.14% 272 +14,839 16.2% Q4 2025 Feb 03, 2026
IPG Investment Advisors LLC History Added to 106,359 5,280 0.93% 1.05% 273 +15,971 17.67% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History Reduced 104,886 5,207 0.06% 0.1% 274 -75,687 -41.91% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 103,973 5,162 0.12% 0.06% 275 +69,746 203.77% Q4 2025 Feb 06, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 102,934 5,110 0.1% 0.1% 276 +28,202 37.74% Q4 2025 Feb 05, 2026
Vontobel Holding Ltd. History Added to 102,350 5,081 0.02% 0.02% 277 +8,364 8.9% Q4 2025 Feb 13, 2026
BBR PARTNERS, LLC History Added to 102,136 5,071 0.27% 0.25% 278 +34,118 50.16% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Added to 101,623 5,045 0.16% 0.08% 279 +60,503 147.14% Q4 2025 Jan 09, 2026
FFG Partners, LLC History Reduced 101,325 5,030 1.46% 3.22% 280 -81,232 -44.5% Q4 2025 Jan 23, 2026
Cobblestone Asset Management LLC History Added to 99,332 4,931 2.21% 2.84% 281 +3,846 4.03% Q4 2025 Jan 15, 2026
EFG International AG History New 98,421 4,886 0.09% — 282 +98,421 New Q4 2025 Feb 17, 2026
CWA Asset Management Group, LLC History Added to 98,346 4,882 0.18% 0.24% 283 +401 0.41% Q4 2025 Jan 07, 2026
FORTE ASSET MANAGEMENT LLC History Added to 97,923 4,861 2.21% 1.8% 284 +40,394 70.22% Q4 2025 Jan 16, 2026
New Capital Management LP History Added to 97,732 4,852 1.22% 1.63% 285 +1,917 2.0% Q4 2025 Jan 20, 2026
Audent Global Asset Management, LLC History Added to 96,993 4,815 3.05% 4.11% 286 +10,130 11.66% Q4 2025 Mar 10, 2026
Bulltick Wealth Management, LLC History Added to 96,135 4,773 1.01% 0.83% 287 +42,074 77.83% Q4 2025 Feb 17, 2026
MSA Advisors, LLC History New 95,670 4,750 1.19% — 288 +95,670 New Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 95,615 4,747 0.22% 0.23% 289 +19,189 25.11% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 95,427 4,737 0.02% — 290 +95,427 New Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History Added to 93,594 4,646 0.01% 0.0% 291 +43,138 85.5% Q4 2025 Feb 02, 2026
Activest Wealth Management History Added to 92,781 4,606 0.86% 0.85% 292 +28,436 44.19% Q4 2025 Jan 30, 2026
X-Square Capital, LLC History Reduced 92,645 4,600 1.51% 2.74% 293 -42,088 -31.24% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 91,907 4,563 0.06% 0.04% 294 +38,809 73.09% Q4 2025 Jan 29, 2026
Stratos Wealth Advisors, LLC History Reduced 91,475 4,541 0.22% 0.29% 295 -1,637 -1.76% Q4 2025 Jan 20, 2026
Marathon Trading Investment Management LLC History Reduced 90,900 4,513 0.1% 0.42% 296 -4,067 -4.28% Q4 2025 Feb 13, 2026
Bellecapital International Ltd. History Added to 90,489 4,492 0.8% 0.79% 297 +15,260 20.28% Q4 2025 Feb 02, 2026
Neuberger Berman Group LLC History Added to 90,064 4,471 0.0% 0.0% 298 +34,977 63.49% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 90,062 4,471 0.35% 0.47% 299 -11,961 -11.72% Q4 2025 Jan 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 89,684 4,452 0.03% 0.01% 300 +61,105 213.81% Q4 2025 Feb 17, 2026
Quinn Opportunity Partners LLC History Reduced 89,600 4,448 0.19% 0.74% 301 -70,400 -44.0% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 89,271 4,432 0.02% 0.04% 302 -9,540 -9.65% Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History Added to 88,914 4,414 0.05% 0.07% 303 +29,273 49.08% Q4 2025 Jan 29, 2026
Vise Technologies, Inc. History Added to 88,717 4,404 0.09% 0.11% 304 +42,740 92.96% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Reduced 88,557 4,396 0.01% 0.01% 305 -8,760 -9.0% Q4 2025 Feb 13, 2026
Rathbones Group PLC History Added to 88,399 4,389 0.02% 0.0% 306 +81,855 1250.84% Q4 2025 Feb 06, 2026
Tactive Advisors, LLC History Reduced 87,761 4,357 1.28% 2.37% 307 -41,033 -31.86% Q4 2025 Jan 09, 2026
Sepio Capital, LP History Added to 87,610 4,349 0.24% 0.18% 308 +41,936 91.82% Q4 2025 Feb 12, 2026
Bosman Wealth Management, LLC History Reduced 86,337 4,286 3.52% 5.23% 309 -17,422 -16.79% Q4 2025 Jan 27, 2026
Requisite Capital Management, LLC History Reduced 85,353 4,237 0.8% 1.15% 310 -20,155 -19.1% Q4 2025 Feb 05, 2026
Waratah Capital Advisors Ltd. History Reduced 85,100 4,225 0.14% 0.35% 311 -218,929 -72.01% Q4 2025 Feb 09, 2026
SIH Partners, LLLP History Reduced 84,509 4,195 0.08% 0.7% 312 -294,876 -77.72% Q4 2025 Feb 17, 2026
Centurion Wealth Management LLC History Added to 83,134 4,127 0.9% 1.22% 313 +606 0.73% Q4 2025 Jan 14, 2026
BRIDGER MANAGEMENT, LLC History Reduced 83,119 4,126 2.65% 3.63% 314 -20,500 -19.78% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Added to 82,779 4,109 0.09% 0.06% 315 +43,149 108.88% Q4 2025 Feb 04, 2026
SIG BROKERAGE, LP History Reduced 82,522 4,097 0.13% 0.34% 316 -97,944 -54.27% Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History New 82,074 4,074 0.03% — 317 +82,074 New Q4 2025 Feb 17, 2026
Red Door Wealth Management, LLC History Reduced 81,751 4,058 0.42% 0.6% 318 -5,267 -6.05% Q4 2025 Jan 20, 2026
Financial Enhancement Group LLC History Added to 78,972 4,036 0.53% 0.72% 319 +2,422 3.16% Q4 2025 Jan 23, 2026
WIT, LLC History New 80,970 4,020 0.08% — 320 +80,970 New Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 80,123 3,978 0.04% 0.06% 321 -457 -0.57% Q4 2025 Jan 20, 2026
Sassicaia Capital Advisers LLC History Added to 80,000 3,972 8.7% 1.22% 322 +38,000 90.48% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 79,373 3,940 0.08% 0.08% 323 +17,718 28.74% Q4 2025 Jan 14, 2026
RK Capital Management, LLC/FL History New 79,000 3,922 0.1% — 324 +79,000 New Q4 2025 Feb 17, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 78,832 3,914 1.18% 1.48% 325 +6,228 8.58% Q4 2025 Jan 30, 2026
Mill Creek Capital Advisors, LLC History Reduced 78,586 3,901 0.08% 0.11% 326 -4,244 -5.12% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Added to 78,490 3,897 0.07% 0.09% 327 +9,746 14.18% Q4 2025 Jan 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 77,416 3,844 0.13% 0.15% 328 +9,217 13.51% Q4 2025 Feb 13, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 77,403 3,843 0.31% 0.41% 329 +7,320 10.44% Q4 2025 Jan 30, 2026
HB Wealth Management, LLC History Added to 76,314 3,788 0.02% 0.03% 330 +10,654 16.23% Q4 2025 Jan 28, 2026
Foundation Wealth Management, LLC History Reduced 75,629 3,764 2.48% 3.86% 331 -17,292 -18.61% Q4 2025 Jan 27, 2026
Bull Oak Capital, LLC History Added to 75,402 3,743 1.53% 1.92% 332 +5,798 8.33% Q4 2025 Feb 02, 2026
PARK AVENUE SECURITIES LLC History Reduced 75,351 3,741 0.03% 0.05% 333 -23,733 -23.95% Q4 2025 Jan 05, 2026
Step Capital Management Pte. Ltd. History New 75,000 3,723 1.71% — 334 +75,000 New Q4 2025 Jan 21, 2026
Keebeck Wealth Management History Added to 74,165 3,682 0.42% 0.52% 335 +6,533 9.66% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 74,016 3,674 0.03% 0.04% 336 +780 1.07% Q4 2025 Jan 26, 2026
Catalyst Funds Management Pty Ltd History No change 73,990 3,673 0.85% 0.73% 337 0 0.0% Q4 2025 Feb 09, 2026
Sageworth Trust Co History Added to 73,247 3,636 0.16% 0.17% 338 +18,229 33.13% Q4 2025 Feb 03, 2026
High Note Wealth, LLC History Added to 73,141 3,631 0.71% 0.93% 339 +1,557 2.18% Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Added to 72,849 3,616 0.03% 0.01% 340 +50,612 227.6% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Added to 72,733 3,611 0.11% 0.12% 341 +14,007 23.85% Q4 2025 Jan 23, 2026
TOTAL INVESTMENT MANAGEMENT INC History Reduced 72,318 3,590 0.46% 0.78% 342 -20,052 -21.71% Q4 2025 Feb 03, 2026
QTR Family Wealth, LLC History Reduced 91,974 3,584 1.58% 2.92% 343 -2,704 -2.86% Q4 2025 Feb 13, 2026
Waterloo Capital, L.P. History Added to 71,928 3,571 0.26% 0.32% 344 +6,438 9.83% Q4 2025 Feb 10, 2026
Secure Asset Management, LLC History Added to 71,785 3,564 0.56% 0.75% 345 +3,709 5.45% Q4 2025 Jan 20, 2026
Howard Capital Management Inc. History New 71,288 3,539 0.05% — 346 +71,288 New Q4 2025 Jan 23, 2026
PENNINGTON PARTNERS & CO., LLC History Added to 71,059 3,528 1.41% 1.09% 347 +35,689 100.9% Q4 2025 Feb 17, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 70,475 3,499 1.52% 1.13% 349 +30,260 75.25% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Added to 70,478 3,499 0.03% 0.03% 348 +28,986 69.86% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 69,272 3,439 0.21% 0.33% 350 -18,093 -20.71% Q4 2025 Jan 30, 2026
Capital Wealth Alliance, LLC History Added to 85,695 3,437 1.47% 2.32% 351 +13,732 19.08% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 69,191 3,435 0.02% 0.02% 352 +15,016 27.72% Q4 2025 Feb 03, 2026
Corecam AG History New 68,550 3,403 3.32% — 353 +68,550 New Q4 2025 Feb 18, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 68,173 3,384 1.72% 1.84% 354 +14,653 27.38% Q4 2025 Feb 17, 2026
Sivia Capital Partners, LLC History Added to 67,871 3,369 0.68% 0.35% 355 +48,687 253.79% Q4 2025 Feb 10, 2026
COATUE MANAGEMENT LLC History Reduced 67,226 3,337 0.01% 0.02% 356 -65,414 -49.32% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 66,976 3,325 0.01% 0.01% 357 +2,747 4.28% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Added to 66,601 3,306 0.14% 0.18% 358 +3,285 5.19% Q4 2025 Feb 10, 2026
ELEMENT POINTE ADVISORS, LLC History Added to 66,203 3,286 0.64% 0.86% 359 +3,972 6.38% Q4 2025 Feb 13, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 66,075 3,280 0.86% 1.16% 360 +2,773 4.38% Q4 2025 Feb 06, 2026
ROYAL BANK OF CANADA History New 65,529 3,255 0.0% — 361 +65,529 New Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 65,417 3,247 0.04% 0.04% 362 +21,806 50.0% Q4 2025 Feb 09, 2026
UDINE WEALTH MANAGEMENT, INC. History Added to 64,758 3,215 1.52% 1.91% 363 +3,589 5.87% Q4 2025 Jan 16, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 64,392 3,197 0.07% 0.05% 364 +31,084 93.32% Q4 2025 Jan 27, 2026
Convergence Financial, LLC History Added to 63,577 3,156 0.46% 0.5% 365 +12,262 23.9% Q4 2025 Feb 11, 2026
Kingstone Capital Partners Texas, LLC History Reduced 63,567 3,156 1.84% 2.45% 366 -1,357 -2.09% Q4 2025 Feb 03, 2026
Fairbanks Capital Management, Inc. History Reduced 63,433 3,149 1.74% 2.24% 367 -60 -0.09% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 62,525 3,104 0.11% 0.13% 368 +10,091 19.25% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 62,426 3,099 0.0% 0.0% 369 +28,093 81.83% Q4 2025 Feb 18, 2026
Telligent Fund, LP History No change 62,000 3,078 3.42% 3.44% 370 0 0.0% Q4 2025 Feb 10, 2026
AlphaStar Capital Management, LLC History Added to 61,707 3,063 0.22% 0.2% 371 +26,157 73.58% Q4 2025 Feb 02, 2026
Ausdal Financial Partners, Inc. History Reduced 61,577 3,057 0.14% 0.62% 372 -134,562 -68.61% Q4 2025 Feb 13, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 61,425 3,049 1.07% 1.13% 373 +17,361 39.4% Q4 2025 Feb 13, 2026
Regent Peak Wealth Advisors LLC History Added to 61,112 3,034 0.6% 0.12% 374 +51,669 547.17% Q4 2025 Jan 08, 2026
NKCFO LLC History Added to 61,000 3,029 0.88% 0.65% 375 +28,000 84.85% Q4 2025 Feb 02, 2026
Apeiron RIA LLC History Added to 66,445 3,018 0.61% 0.62% 376 +24,875 59.84% Q4 2025 Feb 03, 2026
Lauer Wealth, LLC History Added to 230,896 2,989 2.22% 1.32% 377 +201,710 691.12% Q4 2025 Jan 12, 2026
Compagnie Lombard Odier SCmA History Reduced 60,028 2,980 0.03% 0.06% 378 -17,006 -22.08% Q4 2025 Jan 16, 2026
J. Goldman & Co LP History Reduced 60,000 2,979 0.08% 0.43% 379 -206,000 -77.44% Q4 2025 Feb 17, 2026
Arrington Capital Management, LLC History New 60,000 2,979 2.79% — 380 +60,000 New Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 59,999 2,978 0.04% 0.03% 381 +23,534 64.54% Q4 2025 Jan 21, 2026
NORTHERN TRUST CORP History Added to 59,414 2,949 0.0% 0.0% 382 +38,430 183.14% Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 58,856 2,922 0.08% 0.11% 383 +411 0.7% Q4 2025 Jan 12, 2026
Baring Financial LLC History Reduced 58,826 2,920 1.78% 2.71% 384 -2,298 -3.76% Q4 2025 Jan 07, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 58,608 2,909 0.24% 0.3% 385 +5,368 10.08% Q4 2025 Jan 27, 2026
M Holdings Securities, Inc. History New 58,555 2,907 0.21% — 386 +58,555 New Q4 2025 Feb 11, 2026
Permian Investment Partners, LP History Reduced 58,407 2,899 0.33% 1.01% 387 -78,593 -57.37% Q4 2025 Feb 13, 2026
Stelac Advisory Services LLC History Added to 57,815 2,870 1.01% 1.22% 388 +3,657 6.75% Q4 2025 Feb 12, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 57,685 2,864 1.71% 2.53% 389 -430 -0.74% Q4 2025 Feb 17, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 57,384 2,849 0.03% 0.04% 390 +11,011 23.74% Q4 2025 Feb 10, 2026
Ursa Fund Management, LLC History Added to 57,200 2,839 0.12% 4.01% 391 +2,200 4.0% Q4 2025 Feb 17, 2026
Great Point Wealth Advisors, LLC History New 57,041 2,832 0.52% — 392 +57,041 New Q4 2025 Jan 26, 2026
JTC Employer Solutions Trustee Ltd History Reduced 56,616 2,809 0.19% 2.32% 393 -359,345 -86.39% Q4 2025 Feb 10, 2026
Finer Wealth Management, Inc. History Added to 56,426 2,801 1.36% 1.45% 394 +11,802 26.45% Q4 2025 Jan 21, 2026
SCS Capital Management LLC History Reduced 56,317 2,796 0.03% 0.09% 395 -71,366 -55.89% Q4 2025 Feb 10, 2026
Phraction Management LLC History Added to 55,600 2,760 0.74% 0.94% 396 +5,600 11.2% Q4 2025 Jan 26, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 55,302 2,745 0.04% 0.03% 397 +19,516 54.54% Q4 2025 Jan 30, 2026
Pallas Capital Advisors LLC History Added to 55,221 2,741 0.09% 0.03% 398 +44,306 405.92% Q4 2025 Jan 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Reduced 54,974 2,729 0.68% 0.98% 399 -714 -1.28% Q4 2025 Feb 06, 2026
NavPoint Financial, Inc. History Added to 54,728 2,717 1.16% 0.17% 400 +49,801 1010.78% Q4 2025 Jan 20, 2026
Chicago Partners Investment Group LLC History Added to 53,568 2,715 0.07% 0.06% 401 +18,206 51.48% Q4 2025 Jan 28, 2026
LFG Wealth Partners, LLC History New 54,599 2,710 1.73% — 403 +54,599 New Q4 2025 Feb 17, 2026
Militia Capital Partners, LP History Reduced 54,590 2,710 1.03% 2.6% 402 -31,700 -36.74% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Added to 54,562 2,709 0.1% 0.12% 404 +6,251 12.94% Q4 2025 Feb 02, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 54,173 2,689 1.46% 1.98% 405 +109 0.2% Q4 2025 Feb 05, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History New 53,930 2,677 1.62% — 406 +53,930 New Q4 2025 Feb 11, 2026
CHOREO, LLC History Added to 53,624 2,672 0.03% 0.04% 407 +1,292 2.47% Q4 2025 Jan 23, 2026
Orion Porfolio Solutions, LLC History Added to 53,722 2,667 0.02% 0.02% 408 +15,234 39.58% Q4 2025 Feb 12, 2026
Baker Avenue Asset Management, LP History Added to 53,724 2,667 0.06% 0.08% 409 +994 1.89% Q4 2025 Feb 10, 2026
Aprio Wealth Management, LLC History Reduced 53,195 2,641 0.15% 0.4% 410 -8,967 -14.43% Q4 2025 Jan 29, 2026
Curi Capital, LLC History Added to 53,031 2,632 0.05% 0.05% 411 +8,451 18.96% Q4 2025 Feb 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 52,926 2,627 0.16% 0.19% 412 +2,239 4.42% Q4 2025 Jan 20, 2026
Genesee Capital Advisors, LLC History Added to 52,746 2,618 1.05% 1.35% 413 +4,988 10.44% Q4 2025 Jan 16, 2026
Massar Capital Management, LP History Reduced 52,696 2,616 0.28% 2.81% 414 -275,849 -83.96% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 52,244 2,593 0.06% 0.06% 415 +13,889 36.21% Q4 2025 Feb 13, 2026
Q Fund Management (Hong Kong) Ltd History Reduced 52,000 2,581 2.42% 13.08% 416 -237,947 -82.07% Q4 2025 Jan 14, 2026
Empower Advisory Group, LLC History Added to 51,581 2,560 0.01% 0.01% 417 +7,196 16.21% Q4 2025 Feb 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 50,903 2,527 0.19% 1.17% 418 -168,845 -76.84% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Added to 48,912 2,520 0.09% 0.08% 419 +19,540 66.53% Q4 2025 Jan 08, 2026
Palumbo Wealth Management LLC History Reduced 50,616 2,513 0.62% 2.95% 421 -91,431 -64.37% Q4 2025 Jan 21, 2026
Wakefield Asset Management LLLP History Added to 50,628 2,513 0.68% 0.7% 420 +10,912 27.48% Q4 2025 Feb 05, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 50,350 2,499 0.02% 0.27% 422 -503,340 -90.91% Q4 2025 Feb 02, 2026
Newbridge Financial Services Group, Inc. History Reduced 50,348 2,499 0.39% 0.64% 423 -15,168 -23.15% Q4 2025 Jan 21, 2026
Edenbrook Capital, LLC History No change 50,000 2,482 0.46% 0.55% 424 0 0.0% Q4 2025 Feb 13, 2026
READYSTATE ASSET MANAGEMENT LP History No change 50,000 2,482 0.1% 0.14% 425 0 0.0% Q4 2025 Feb 17, 2026
Cornerstone Advisory, LLC History Added to 49,835 2,474 0.24% 0.23% 426 +13,274 36.31% Q4 2025 Jan 28, 2026
Allworth Financial LP History New 49,242 2,444 0.01% — 427 +49,242 New Q4 2025 Feb 05, 2026
Parallel Advisors, LLC History Added to 49,240 2,444 0.04% 0.05% 428 +7,058 16.73% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 49,196 2,442 0.13% 0.18% 429 -65 -0.13% Q4 2025 Feb 10, 2026
Transcendent Capital Group LLC History Added to 48,874 2,426 1.1% 1.39% 430 +1,142 2.39% Q4 2025 Jan 26, 2026
Csenge Advisory Group History Added to 47,788 2,372 0.11% 0.11% 431 +12,876 36.88% Q4 2025 Feb 06, 2026
Hippocratic Financial Advisors, LLC History Added to 46,749 2,321 1.07% 1.16% 432 +9,753 26.36% Q4 2025 Jan 20, 2026
GFS Advisors, LLC History Added to 46,414 2,304 0.27% 0.3% 433 +10,448 29.05% Q4 2025 Feb 11, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 46,362 2,301 0.76% 1.21% 434 -4,812 -9.4% Q4 2025 Feb 12, 2026
Friday Financial History Added to 46,014 2,284 0.81% 0.47% 435 +28,652 165.03% Q4 2025 Jan 09, 2026
ADVISORTRUST PARTNERS, LLC History New 45,999 2,283 1.0% — 436 +45,999 New Q4 2025 Mar 10, 2026
CALIFORNIA FIRST LEASING CORP History No change 45,000 2,234 0.73% 1.07% 437 0 0.0% Q4 2025 Feb 17, 2026
MARATHON ASSET MANAGEMENT LP History Added to 47,000 2,232 3.47% 2.16% 438 +22,000 88.0% Q4 2025 Feb 17, 2026
KM Capital Management Ltd. History Added to 44,835 2,226 1.14% 1.04% 439 +10,136 29.21% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 44,739 2,220 0.04% 0.05% 440 +7,062 18.74% Q4 2025 Feb 12, 2026
Rye Brook Capital LLC History Added to 44,700 2,219 2.07% 1.42% 441 +2,700 6.43% Q4 2025 Jan 27, 2026
Purpose Unlimited Inc. History New 44,625 2,215 0.1% — 442 +44,625 New Q4 2025 Mar 20, 2026
Pine Valley Investments Ltd Liability Co History Added to 44,545 2,211 0.1% 0.14% 443 +1,434 3.33% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 44,113 2,190 0.06% 0.08% 444 +5,417 14.0% Q4 2025 Feb 12, 2026
Jackson Hole Capital Partners, LLC History Added to 44,079 2,188 0.37% 0.49% 445 +277 0.63% Q4 2025 Jan 30, 2026
Ewing Morris & Co. Investment Partners Ltd. History Reduced 43,235 2,172 0.95% 1.28% 446 -2,828 -6.14% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 48,455 2,169 0.05% 0.06% 447 -1,549 -3.1% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Added to 43,525 2,161 0.07% 0.08% 448 +6,620 17.94% Q4 2025 Feb 06, 2026
Compass Financial Group, Inc. (Ohio) History New 43,289 2,149 1.57% — 449 +43,289 New Q4 2025 Mar 04, 2026
Arax Advisory Partners History Added to 43,319 2,145 0.06% 0.03% 451 +10,089 30.36% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 43,208 2,145 0.01% 0.02% 450 +3,729 9.45% Q4 2025 Feb 10, 2026
MBL Wealth, LLC History Added to 43,161 2,142 0.17% 0.22% 452 +5,121 13.46% Q4 2025 Jan 21, 2026
Maridea Wealth Management LLC History Reduced 43,009 2,135 0.32% 0.79% 453 -38,089 -46.97% Q4 2025 Jan 08, 2026
PURSUE WEALTH PARTNERS LLC History Added to 42,957 2,133 1.04% 0.95% 454 +16,407 61.8% Q4 2025 Jan 26, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 42,951 2,132 0.35% 0.58% 455 -9,996 -18.88% Q4 2025 Jan 07, 2026
Gradient Investments LLC History Added to 42,858 2,127 0.03% 0.04% 456 +1,840 4.49% Q4 2025 Jan 08, 2026
Montz Harcus Wealth Management LLC History Added to 42,831 2,126 0.86% 1.06% 457 +5,379 14.36% Q4 2025 Jan 22, 2026
Calamos Wealth Management LLC History Reduced 41,236 2,124 0.07% 0.12% 458 -8,022 -16.29% Q4 2025 Jan 29, 2026
OneDigital Investment Advisors LLC History Added to 42,726 2,121 0.02% 0.02% 459 +8,891 26.28% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Added to 42,566 2,113 0.07% 0.07% 460 +9,830 30.03% Q4 2025 Jan 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History New 42,557 2,107 0.01% — 461 +42,557 New Q4 2025 Feb 13, 2026
UNIQUE WEALTH, LLC History Added to 42,315 2,100 0.29% 0.18% 462 +23,707 127.4% Q4 2025 Jan 06, 2026
Heritage Family Offices, LLP History Added to 42,252 2,097 0.95% 0.85% 463 +14,281 51.06% Q4 2025 Jan 12, 2026
INVESTMENT PARTNERS, LTD. History Added to 42,162 2,093 0.73% 0.96% 464 +250 0.6% Q4 2025 Feb 10, 2026
Kathmere Capital Management, LLC History Added to 42,136 2,092 0.14% 0.02% 465 +37,732 856.77% Q4 2025 Jan 13, 2026
Kercheville Advisors, LLC History Added to 40,745 2,064 0.54% 0.33% 466 +23,892 141.77% Q4 2025 Jan 29, 2026
Jump Financial, LLC History Reduced 41,507 2,060 0.03% 0.09% 467 -72,626 -63.63% Q4 2025 Feb 17, 2026
WMG Financial Advisors, LLC History Added to 41,431 2,057 0.85% 0.49% 468 +18,720 82.43% Q4 2025 Jan 28, 2026
GR FINANCIAL GROUP, LLC History Added to 41,368 2,053 0.46% 0.53% 469 +5,854 16.48% Q4 2025 Feb 05, 2026
Andina Capital Management, LLC History Added to 41,314 2,051 1.24% 1.17% 470 +9,419 29.53% Q4 2025 Feb 12, 2026
SIMON QUICK ADVISORS, LLC History Added to 40,970 2,034 0.09% 0.11% 471 +4,034 10.92% Q4 2025 Jan 29, 2026
Kapstone Financial Advisors LLC History New 40,965 2,033 1.01% — 473 +40,965 New Q4 2025 Feb 05, 2026
Integrated Advisors Network LLC History Reduced 40,950 2,033 0.09% 0.16% 472 -18,403 -31.01% Q4 2025 Feb 17, 2026
Broussard Financial Group LLC History New 40,890 2,030 1.65% — 474 +40,890 New Q4 2025 Feb 02, 2026
TSFG, LLC History Added to 40,863 2,029 0.3% 0.35% 475 +6,653 19.45% Q4 2025 Feb 04, 2026
Bison Wealth, LLC History New 50,746 2,018 0.23% — 476 +50,746 New Q4 2025 Mar 24, 2026
DDD Partners, LLC History Added to 40,622 2,016 0.13% 0.16% 477 +975 2.46% Q4 2025 Jan 22, 2026
ION Fund Management Ltd History New 40,000 1,986 0.23% — 478 +40,000 New Q4 2025 Feb 17, 2026
Sagace Wealth Management LLC History Added to 39,864 1,979 1.34% 1.67% 479 +1,983 5.23% Q4 2025 Feb 02, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 39,154 1,943 0.84% 0.75% 480 +14,581 59.34% Q4 2025 Jan 22, 2026
Gladstone Institutional Advisory LLC History Added to 39,127 1,942 0.07% 0.08% 481 +7,217 22.62% Q4 2025 Feb 17, 2026
AKUNA SECURITIES LLC History Reduced 38,926 1,932 0.01% 0.02% 482 -52,084 -57.23% Q4 2025 Feb 12, 2026
HCR Wealth Advisors History Added to 38,930 1,932 0.19% 0.26% 483 +3,085 8.61% Q4 2025 Jan 27, 2026
COMMERCE BANK History Added to 38,816 1,927 0.01% 0.01% 484 +2,970 8.29% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Added to 38,811 1,926 0.04% 0.05% 485 +1,829 4.95% Q4 2025 Feb 03, 2026
Avid Wealth Partners LLC History Added to 38,672 1,920 0.94% 1.02% 487 +7,235 23.01% Q4 2025 Feb 13, 2026
Impact Partnership Wealth, LLC History Added to 38,680 1,920 0.25% 0.33% 486 +4,683 13.77% Q4 2025 Feb 10, 2026
SteelPeak Wealth, LLC History Added to 38,650 1,918 0.06% 0.07% 488 +8,563 28.46% Q4 2025 Jan 20, 2026
Evergreen Quality Fund GP, Ltd. History No change 38,322 1,902 0.04% 0.06% 489 0 0.0% Q4 2025 Feb 17, 2026
ESG Planning DBA Harper Investing History Added to 38,177 1,895 0.82% 0.91% 490 +8,752 29.74% Q4 2025 Feb 04, 2026
Fort Point Capital Partners LLC History Added to 35,051 1,892 0.21% 0.24% 491 +3,449 10.91% Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Added to 37,788 1,876 0.14% 0.15% 492 +7,741 25.76% Q4 2025 Jan 23, 2026
Financial Futures Ltd Liability Co. History Added to 37,527 1,863 0.86% 1.04% 493 +4,675 14.23% Q4 2025 Jan 23, 2026
Pachira Investments Inc. History Added to 37,493 1,861 0.91% 1.26% 494 +2,969 8.6% Q4 2025 Feb 02, 2026
Napean Trading & Investment Co (Singapore) PTE Ltd History No change 37,476 1,860 0.36% 0.47% 495 0 0.0% Q4 2025 Feb 13, 2026
Systelligence, LLC History New 37,355 1,854 0.35% — 496 +37,355 New Q4 2025 Jan 22, 2026
Arete Wealth Advisors, LLC History Reduced 37,179 1,846 0.11% 0.23% 497 -19,982 -34.96% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Reduced 36,855 1,829 0.07% 0.14% 498 -18,637 -33.59% Q4 2025 Jan 27, 2026
Lansing Street Advisors History Reduced 36,746 1,824 0.47% 1.74% 501 -64,083 -63.56% Q4 2025 Jan 26, 2026
Elevate Capital Advisors, LLC History Added to 36,749 1,824 1.21% 1.13% 500 +11,735 46.91% Q4 2025 Jan 23, 2026
GUGGENHEIM CAPITAL LLC History Added to 36,753 1,824 0.01% 0.02% 499 +478 1.32% Q4 2025 Feb 17, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 36,595 1,816 1.33% 1.96% 502 -4,679 -11.34% Q4 2025 Feb 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 36,526 1,813 0.1% 0.07% 503 +16,909 86.2% Q4 2025 Feb 13, 2026
Sterling Investment Advisors, Ltd. History Reduced 36,386 1,806 0.33% 0.47% 504 -844 -2.27% Q4 2025 Feb 09, 2026
ARS Investment Partners, LLC History Added to 36,265 1,800 0.11% 0.13% 505 +5,560 18.11% Q4 2025 Feb 05, 2026
INTEGRITY ALLIANCE, LLC. History Added to 36,185 1,796 0.07% 0.08% 506 +11,473 46.43% Q4 2025 Feb 09, 2026
FWG Holdings, LLC History No change 28,573 1,792 0.68% 0.77% 507 0 0.0% Q4 2025 Feb 02, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 36,045 1,789 0.94% — 508 +36,045 New Q4 2025 Feb 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 35,325 1,753 0.04% 0.06% 509 -241 -0.68% Q4 2025 Feb 09, 2026
HHLR ADVISORS, LTD. History New 35,300 1,752 0.06% — 510 +35,300 New Q4 2025 Feb 17, 2026
Amtrust Financial Services, Inc. History No change 35,000 1,737 0.55% 0.76% 511 0 0.0% Q4 2025 Jan 22, 2026
True North Advisors, LLC History Reduced 34,890 1,732 0.22% 0.44% 512 -7,599 -17.88% Q4 2025 Jan 22, 2026
SeaCrest Wealth Management, LLC History Reduced 33,366 1,719 0.17% 0.25% 513 -205 -0.61% Q4 2025 Jan 12, 2026
HGC Investment Management Inc. History Reduced 34,606 1,718 0.36% 0.68% 514 -8,330 -19.4% Q4 2025 Feb 17, 2026
Capricorn Fund Managers Ltd History Added to 34,601 1,717 0.41% 0.6% 515 +7,111 25.87% Q4 2025 Jan 21, 2026
Powell Investment Advisors, LLC History Added to 34,524 1,714 0.59% 0.46% 516 +14,153 69.48% Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History Added to 34,288 1,702 0.09% 0.12% 517 +778 2.32% Q4 2025 Jan 23, 2026
U.S. Capital Wealth Advisors, LLC History Added to 34,020 1,689 0.04% 0.05% 518 +4,479 15.16% Q4 2025 Jan 23, 2026
Prospect Financial Services LLC History Added to 33,980 1,687 0.97% 1.17% 519 +2,664 8.51% Q4 2025 Feb 06, 2026
Independent Family Office, LLC History Added to 32,850 1,680 0.7% 0.86% 520 +1,750 5.63% Q4 2025 Feb 13, 2026
COHEN & STEERS, INC. History New 33,600 1,668 0.0% — 521 +33,600 New Q4 2025 Feb 13, 2026
Atlatl Advisers LLC History Reduced 33,446 1,660 0.64% 7.19% 522 -244,850 -87.98% Q4 2025 Feb 09, 2026
WESCAP Management Group, Inc. History Added to 33,429 1,659 0.34% 0.45% 523 +230 0.69% Q4 2025 Feb 11, 2026
Argos Wealth Advisors, LLC History New 33,413 1,658 0.45% — 524 +33,413 New Q4 2025 Feb 04, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 32,448 1,657 1.28% 2.02% 525 +1,998 6.56% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History Reduced 33,290 1,652 0.18% 0.27% 526 -3,329 -9.09% Q4 2025 Feb 03, 2026
PFG Investments, LLC History Added to 33,172 1,646 0.08% 0.09% 527 +5,282 18.94% Q4 2025 Jan 26, 2026
Daviman Financial, LLC History New 32,963 1,636 0.96% — 529 +32,963 New Q4 2025 Feb 06, 2026
Fonville Wealth Management LLC History Added to 32,964 1,636 0.33% 0.4% 528 +5,693 20.88% Q4 2025 Jan 23, 2026
Columbus Macro, LLC History Added to 32,830 1,630 0.18% 0.14% 530 +14,284 77.02% Q4 2025 Jan 15, 2026
Core Wealth Partners LLC History Added to 34,856 1,626 0.73% 0.93% 531 +1,448 4.33% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 32,566 1,616 0.01% — 532 +32,566 New Q4 2025 Feb 18, 2026
All Terrain Financial Advisors, LLC History Added to 32,483 1,612 0.37% 0.47% 533 +3,400 11.69% Q4 2025 Feb 11, 2026
Sharkey, Howes & Javer History Added to 32,110 1,594 0.2% 0.17% 534 +11,442 55.36% Q4 2025 Jan 13, 2026
Mirador Capital Partners LP History Reduced 32,003 1,588 0.22% 0.31% 535 -1,190 -3.59% Q4 2025 Jan 14, 2026
Fermata Advisors, LLC History Reduced 31,859 1,581 0.38% 0.53% 536 -604 -1.86% Q4 2025 Jan 08, 2026
GK Wealth Management LLC History Added to 31,843 1,577 1.05% 1.2% 537 +6,541 25.85% Q4 2025 Jan 05, 2026
Platform Technology Partners History Reduced 31,685 1,573 0.33% 0.55% 538 -3,797 -10.7% Q4 2025 Feb 13, 2026
Beaumont Financial Advisors, LLC History New 31,646 1,571 0.1% — 539 +31,646 New Q4 2025 Jan 16, 2026
Park Edge Advisors, LLC History Reduced 31,535 1,565 0.35% 1.02% 540 -36,346 -53.54% Q4 2025 Jan 16, 2026
Alliance Wealth Advisors, LLC /UT History New 31,373 1,557 0.34% — 541 +31,373 New Q4 2025 Feb 02, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 39,805 1,553 0.6% 0.99% 542 +1,201 3.11% Q4 2025 Feb 12, 2026
Solstein Capital, LLC History Reduced 31,033 1,540 0.62% 0.87% 543 -28,148 -47.56% Q4 2025 Feb 13, 2026
Americana Partners, LLC History Added to 31,022 1,540 0.04% 0.04% 544 +11,644 60.09% Q4 2025 Feb 06, 2026
StoneX Group Inc. History Reduced 30,998 1,538 0.07% 0.23% 545 -51,478 -62.42% Q4 2025 Feb 12, 2026
Copia Wealth Management History Reduced 30,894 1,533 1.1% 1.55% 546 -1,227 -3.82% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 30,870 1,532 0.01% 0.01% 547 +1,030 3.45% Q4 2025 Jan 30, 2026
Principia Wealth Advisory, LLC History Added to 30,614 1,519 0.95% 1.17% 548 +4,460 17.05% Q4 2025 Feb 10, 2026
Wealth Management Associates, Inc. History Reduced 30,577 1,518 0.53% 0.84% 550 -5,890 -16.15% Q4 2025 Jan 20, 2026
RoundAngle Advisors LLC History Added to 30,579 1,518 1.11% 1.51% 549 +591 1.97% Q4 2025 Jan 12, 2026
Banco BTG Pactual S.A. History Reduced 30,303 1,504 0.26% 0.36% 551 -7,431 -19.69% Q4 2025 Feb 12, 2026
American Trust History New 30,237 1,501 0.13% — 552 +30,237 New Q4 2025 Feb 17, 2026
Boreal Capital Management LLC History Added to 30,212 1,500 1.13% 1.47% 553 +2,078 7.39% Q4 2025 Feb 17, 2026
Formidable Asset Management, LLC History Reduced 22,993 1,494 0.22% 0.23% 554 -817 -3.43% Q4 2025 Jan 16, 2026
SPHERA FUNDS MANAGEMENT LTD. History Added to 30,055 1,492 0.29% 0.29% 555 +8,600 40.08% Q4 2025 Feb 17, 2026
Sculptor Capital LP History Reduced 30,000 1,489 0.02% 2.55% 556 -3,292,068 -99.1% Q4 2025 Feb 13, 2026
Carlson Capital, L.P. History New 30,000 1,489 0.53% — 557 +30,000 New Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 29,854 1,487 0.0% 0.0% 558 +17,471 141.09% Q4 2025 Feb 05, 2026
VISTA FINANCE, LLC History No change 29,885 1,483 0.98% 1.29% 559 0 0.0% Q4 2025 Jan 27, 2026
Invesco Ltd. History Added to 29,801 1,479 0.0% 0.0% 560 +4,550 18.02% Q4 2025 Feb 19, 2026
Ethos Financial Group, LLC History Reduced 29,524 1,465 0.11% 0.3% 561 -28,523 -49.14% Q4 2025 Jan 20, 2026
SOFI WEALTH, LLC History Added to 29,486 1,463 0.07% 0.07% 562 +8,293 39.13% Q4 2025 Jan 30, 2026
TME FINANCIAL, INC. History Added to 29,164 1,447 1.02% 0.95% 563 +9,593 49.02% Q4 2025 Jan 27, 2026
Morse Asset Management, Inc History Added to 29,080 1,443 0.29% 0.36% 564 +1,580 5.75% Q4 2025 Feb 03, 2026
Brookwood Investment Group LLC History Added to 28,993 1,439 0.17% 0.2% 565 +5,442 23.11% Q4 2025 Jan 22, 2026
Turim 21 Investimentos Ltda. History Reduced 28,898 1,434 0.55% 0.76% 566 -5,705 -16.49% Q4 2025 Feb 17, 2026
Royal Harbor Partners, LLC History Reduced 28,880 1,433 0.47% 1.19% 567 -25,287 -46.68% Q4 2025 Feb 19, 2026
WealthPlan Investment Management, LLC History New 28,613 1,420 0.09% — 569 +28,613 New Q4 2025 Feb 05, 2026
Circle Wealth Management, LLC History Added to 28,610 1,420 0.02% 0.03% 568 +5,578 24.22% Q4 2025 Feb 13, 2026
Miller Capital Partners, Inc. History New 28,510 1,415 0.71% — 570 +28,510 New Q4 2025 Feb 17, 2026
QUANTIFY CHAOS ADVISORS, LLC History New 28,441 1,412 4.28% — 571 +28,441 New Q4 2025 Feb 06, 2026
Joel Isaacson & Co., LLC History Added to 27,915 1,385 0.05% 0.05% 573 +7,513 36.82% Q4 2025 Jan 30, 2026
CORDA Investment Management, LLC. History Added to 27,912 1,385 0.1% 0.12% 572 +1,270 4.77% Q4 2025 Feb 03, 2026
CMG Global Holdings, LLC History Added to 33,215 1,380 0.61% 0.92% 574 +3,432 11.52% Q4 2025 Feb 05, 2026
NorthRock Partners, LLC History Added to 27,755 1,378 0.02% 0.02% 575 +13,936 100.85% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Reduced 27,752 1,377 0.05% 0.06% 576 -710 -2.49% Q4 2025 Feb 09, 2026
RIA Advisory Group LLC History Reduced 27,623 1,371 0.33% 0.47% 577 -480 -1.71% Q4 2025 Feb 02, 2026
Venture Visionary Partners LLC History Added to 27,278 1,360 0.04% 0.05% 578 +2,680 10.9% Q4 2025 Feb 13, 2026
DOLIVER ADVISORS, LP History Added to 37,374 1,359 0.34% 0.25% 579 +22,770 155.92% Q4 2025 Jan 06, 2026
Counterweight Ventures, LLC History Added to 27,274 1,354 0.76% 0.98% 580 +1,555 6.05% Q4 2025 Jan 15, 2026
BIP Wealth, LLC History Added to 27,207 1,350 0.05% 0.03% 581 +18,716 220.42% Q4 2025 Jan 21, 2026
Leo Wealth, LLC History Added to 27,207 1,350 0.1% 0.16% 582 +8,651 46.62% Q4 2025 Jan 21, 2026
B. Riley Wealth Advisors, Inc. History Reduced 27,174 1,349 0.06% 0.1% 583 -64,539 -70.37% Q4 2025 Feb 17, 2026
BridgePort Financial Solutions, LLC History Added to 27,005 1,340 0.36% 0.42% 584 +2,933 12.18% Q4 2025 Jan 16, 2026
Mountain Capital Investment Advisors Inc. History Added to 26,288 1,332 0.21% 0.29% 585 +1,673 6.8% Q4 2025 Jan 28, 2026
MATTERS CAPITAL LLC History New 26,673 1,324 1.08% — 587 +26,673 New Q4 2025 Feb 17, 2026
BCS Wealth Management History Added to 26,682 1,324 0.13% 0.14% 586 +17,046 176.9% Q4 2025 Jan 26, 2026
PATTEN & PATTEN INC/TN History Reduced 26,666 1,323 0.08% 0.11% 588 -1,652 -5.83% Q4 2025 Feb 03, 2026
AlphaCore Capital LLC History Reduced 26,617 1,321 0.03% 0.08% 589 -7,806 -22.68% Q4 2025 Feb 05, 2026
TCM Advisors, LLC History Added to 26,567 1,319 0.1% 0.17% 590 +1,463 5.83% Q4 2025 Feb 13, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 26,557 1,318 0.4% 0.39% 591 +7,600 40.09% Q4 2025 Jan 23, 2026
OneAscent Financial Services LLC History Reduced 26,412 1,311 0.12% 0.3% 592 -11,378 -30.11% Q4 2025 Feb 11, 2026
WCG Wealth Advisors LLC History Added to 26,346 1,308 0.04% 0.05% 593 +13,675 107.92% Q4 2025 Feb 10, 2026
CoinFund Management LLC History New 26,280 1,304 2.24% — 594 +26,280 New Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History Added to 26,110 1,296 0.06% 0.07% 595 +3,790 16.98% Q4 2025 Feb 02, 2026
Howard Capital Management Group, LLC History Added to 25,790 1,280 0.08% 0.11% 596 +100 0.39% Q4 2025 Jan 16, 2026
Camelot Portfolios, LLC History New 38,066 1,279 0.78% — 597 +38,066 New Q4 2025 Jan 29, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 25,754 1,278 0.57% — 598 +25,754 New Q4 2025 Feb 06, 2026
COMERICA BANK History Reduced 25,688 1,275 0.01% 0.01% 599 -5,779 -18.37% Q4 2025 Jan 29, 2026
Hurley Capital, LLC History Added to 25,639 1,272 0.71% 0.81% 600 +3,575 16.2% Q4 2025 Feb 17, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 25,464 1,264 0.24% 0.15% 601 +13,561 113.93% Q4 2025 Jan 28, 2026
Meridian Wealth Management, LLC History Added to 25,173 1,249 0.04% 0.04% 602 +7,765 44.61% Q4 2025 Feb 04, 2026
Legacy Advisors, LLC History New 25,151 1,248 0.13% — 603 +25,151 New Q4 2025 Jan 27, 2026
Resurgent Financial Advisors LLC History Reduced 25,130 1,247 0.63% 1.09% 604 -9,189 -26.78% Q4 2025 Feb 12, 2026
CAPITAL ADVISORS INC/OK History Reduced 25,090 1,245 0.02% 0.02% 605 -3,432 -12.03% Q4 2025 Jan 15, 2026
Caprock Group, LLC History No change 25,000 1,241 0.03% 0.04% 606 0 0.0% Q4 2025 Jan 28, 2026
CFM WEALTH PARTNERS LLC History Added to 24,944 1,238 0.18% 0.14% 607 +10,126 68.34% Q4 2025 Jan 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 24,924 1,237 0.15% 0.23% 608 -4,575 -15.51% Q4 2025 Feb 13, 2026
Clarius Group, LLC History Added to 24,908 1,236 0.07% 0.08% 609 +4,201 20.29% Q4 2025 Jan 14, 2026
Main Street Financial Solutions, LLC History Added to 25,794 1,232 0.09% 0.05% 610 +12,503 94.07% Q4 2025 Feb 17, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 24,800 1,231 0.05% 0.03% 611 +12,700 104.96% Q4 2025 Jan 28, 2026
Apollon Wealth Management, LLC History Added to 24,777 1,230 0.02% 0.01% 612 +12,078 95.11% Q4 2025 Jan 22, 2026
San Luis Wealth Advisors LLC History Added to 25,825 1,227 0.21% 0.1% 613 +13,771 114.24% Q4 2025 Jan 26, 2026
Archer Investment Corp History Reduced 24,706 1,226 0.28% 0.37% 614 -247 -0.99% Q4 2025 Jan 30, 2026
Objective Capital Management, LLC History Reduced 24,556 1,219 1.24% 2.18% 615 -7,868 -24.27% Q4 2025 Feb 04, 2026
Private Wealth Asset Management, LLC History Added to 24,472 1,215 0.13% 0.03% 616 +20,601 532.19% Q4 2025 Feb 10, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History Added to 24,401 1,211 0.54% 0.61% 617 +3,000 14.02% Q4 2025 Jan 20, 2026
Green Ridge Wealth Planning LLC History New 24,378 1,210 0.62% — 618 +24,378 New Q4 2025 Mar 11, 2026
IFC Advisors LLC History Added to 24,280 1,205 0.18% 0.27% 619 +1,700 7.53% Q4 2025 Feb 12, 2026
Wellington Shields Capital Management, LLC History Reduced 24,243 1,203 0.18% 0.25% 620 -767 -3.07% Q4 2025 Feb 09, 2026
FIDUCIARY FAMILY OFFICE, LLC History Added to 24,120 1,197 0.34% 0.22% 621 +12,320 104.41% Q4 2025 Feb 10, 2026
DBA TRADING, LLC History New 24,100 1,196 0.77% — 622 +24,100 New Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Reduced 24,083 1,195 0.03% 0.05% 623 -6,948 -22.39% Q4 2025 Jan 29, 2026
TRED AVON FAMILY WEALTH, LLC History No change 24,042 1,193 0.39% 0.54% 624 0 0.0% Q4 2025 Jan 27, 2026
TWO SIGMA SECURITIES, LLC History Added to 23,990 1,191 0.16% 0.2% 625 +3,555 17.4% Q4 2025 Feb 17, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 23,980 1,190 0.44% 0.57% 626 +775 3.34% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Added to 43,346 1,189 0.1% 0.13% 627 +20,722 91.59% Q4 2025 Jan 23, 2026
Modern Wealth Management, LLC History Added to 23,767 1,180 0.02% 0.03% 628 +3,625 18.0% Q4 2025 Feb 17, 2026
Invst, LLC History Added to 23,746 1,178 0.13% 0.11% 629 +9,355 65.01% Q4 2025 Feb 11, 2026
Galaxy Digital Capital Management GP LLC History Reduced 23,650 1,174 1.22% 11.11% 630 -211,873 -89.96% Q4 2025 Mar 23, 2026
BANQUE PICTET & CIE SA History New 23,600 1,171 0.01% — 631 +23,600 New Q4 2025 Jan 16, 2026
PLANNING ALTERNATIVES LTD /ADV History Added to 23,538 1,168 0.15% 0.2% 632 +138 0.59% Q4 2025 Feb 06, 2026
Royal Fund Management, LLC History New 23,468 1,165 0.11% — 633 +23,468 New Q4 2025 Jan 15, 2026
Cape Investment Advisory, Inc. History Added to 23,356 1,159 0.36% 0.01% 634 +23,171 12524.86% Q4 2025 Feb 17, 2026
United Advisor Group, LLC History Reduced 23,229 1,153 0.14% 0.26% 635 -6,977 -23.1% Q4 2025 Jan 26, 2026
Advyzon Investment Management, LLC History Reduced 23,188 1,151 0.13% 0.96% 636 -62,779 -73.03% Q4 2025 Feb 13, 2026
BTG Pactual Asset Management US LLC History Added to 19,040 1,150 0.11% 0.03% 637 +9,935 109.12% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 22,961 1,140 0.01% 0.04% 638 -84,448 -78.62% Q4 2025 Feb 09, 2026
Rinkey Investments History Added to 22,878 1,135 0.29% 0.32% 639 +4,317 23.26% Q4 2025 Feb 04, 2026
Pursuit Wealth Management LLC History New 22,842 1,134 0.97% — 640 +22,842 New Q4 2025 Jan 26, 2026
Sound View Wealth Advisors Group, LLC History Reduced 22,780 1,131 0.08% 0.11% 641 -2,581 -10.18% Q4 2025 Jan 08, 2026
SIGNATUREFD, LLC History Reduced 22,747 1,129 0.02% 0.03% 642 -6,773 -22.94% Q4 2025 Jan 20, 2026
Perennial Investment Advisors, LLC History Reduced 22,707 1,127 0.09% 0.13% 643 -663 -2.84% Q4 2025 Feb 17, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 22,666 1,125 0.09% 0.1% 644 +4,974 28.11% Q4 2025 Feb 09, 2026
FSA Investment Group, LLC History Added to 22,651 1,124 0.69% 0.93% 645 +228 1.02% Q4 2025 Jan 13, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 22,631 1,123 0.07% 0.09% 646 +1,021 4.72% Q4 2025 Feb 12, 2026
BlueChip Wealth Advisors LLC History Reduced 22,622 1,123 0.47% 0.63% 647 -235 -1.03% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Reduced 22,557 1,119 0.02% 0.06% 648 -43,728 -65.97% Q4 2025 Feb 17, 2026
Sage Investment Advisers LLC History New 22,535 1,118 0.84% — 649 +22,535 New Q4 2025 Feb 10, 2026
Rothschild Wealth LLC History Added to 22,471 1,115 0.11% 0.15% 651 +11,522 105.23% Q4 2025 Feb 17, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 22,464 1,115 0.12% 0.22% 650 -7,235 -24.36% Q4 2025 Feb 06, 2026
Triad Wealth Partners, LLC History Added to 22,446 1,114 0.11% 0.13% 652 +7,465 49.83% Q4 2025 Jan 22, 2026
Gateway Wealth Partners, LLC History Added to 22,299 1,107 0.12% 0.07% 653 +14,022 169.41% Q4 2025 Feb 11, 2026
ABOUND FINANCIAL, LLC History Added to 22,220 1,103 0.43% 0.29% 654 +10,915 96.55% Q4 2025 Feb 17, 2026
Delta Investment Management, LLC History Reduced 22,173 1,100 0.19% 0.26% 655 -486 -2.14% Q4 2025 Jan 30, 2026
Generation Capital Management LLC History Added to 21,979 1,091 0.71% 1.01% 656 +615 2.88% Q4 2025 Feb 13, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 21,899 1,087 0.19% 0.12% 657 +12,713 138.4% Q4 2025 Feb 06, 2026
FIRST FOUNDATION ADVISORS History Added to 21,788 1,081 0.04% 0.03% 658 +11,022 102.38% Q4 2025 Feb 04, 2026
SVB WEALTH LLC History Added to 21,410 1,063 0.06% 0.03% 659 +11,540 116.92% Q4 2025 Feb 04, 2026
METEORA CAPITAL, LLC History New 2,500 1,062 0.09% — 660 +2,500 New Q4 2025 Feb 17, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 21,168 1,050 0.15% 0.26% 661 -6,699 -24.04% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Added to 21,152 1,050 0.01% 0.01% 662 +925 4.57% Q4 2025 Feb 02, 2026
KENNEDY INVESTMENT GROUP History New 21,109 1,048 0.4% — 664 +21,109 New Q4 2025 Feb 06, 2026
PALLADIEM, LLC History New 21,092 1,048 0.99% — 663 +21,092 New Q4 2025 Feb 11, 2026
Accel Wealth Management History Added to 21,009 1,043 0.29% 0.37% 665 +1,181 5.96% Q4 2025 Jan 20, 2026
Gibson Capital, LLC History Reduced 20,964 1,040 0.19% 0.27% 666 -1,496 -6.66% Q4 2025 Feb 05, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 20,945 1,039 0.39% 0.41% 667 +3,831 22.39% Q4 2025 Feb 09, 2026
Wealth Watch Advisors, INC History Added to 20,940 1,039 0.39% 0.53% 668 +1,171 5.92% Q4 2025 Feb 17, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 20,822 1,033 0.13% 0.07% 670 +12,584 152.76% Q4 2025 Jan 07, 2026
Keystone Financial Group History Added to 20,819 1,033 0.08% 0.09% 669 +2,528 13.82% Q4 2025 Feb 06, 2026
Wealth Analytics Partners, LLC History New 20,749 1,030 0.4% — 671 +20,749 New Q4 2025 Feb 17, 2026
Williams Jones Wealth Management, LLC. History Added to 20,723 1,028 0.01% 0.01% 672 +1,675 8.79% Q4 2025 Feb 13, 2026
BECKER CAPITAL MANAGEMENT INC History No change 20,590 1,022 0.03% 0.04% 673 0 0.0% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Reduced 20,483 1,016 0.08% 0.17% 675 -14,647 -41.69% Q4 2025 Feb 18, 2026
&PARTNERS History Added to 20,468 1,016 0.01% 0.0% 674 +11,875 138.19% Q4 2025 Feb 17, 2026
Fiduciary Planning LLC History Reduced 20,385 1,012 0.31% 0.42% 676 -541 -2.59% Q4 2025 Jan 22, 2026
SAX WEALTH ADVISORS, LLC History Added to 20,383 1,011 0.05% 0.04% 677 +8,809 76.11% Q4 2025 Jan 12, 2026
Icon Wealth Advisors, LLC History Added to 20,359 1,010 0.07% 0.07% 678 +4,122 25.39% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 20,300 1,007 0.02% — 679 +20,300 New Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History Added to 20,248 1,005 0.06% 0.07% 680 +3,367 19.95% Q4 2025 Feb 18, 2026
Traynor Capital Management, Inc. History Added to 20,194 1,002 0.05% 0.07% 681 +696 3.57% Q4 2025 Jan 12, 2026
Tarbox Family Office, Inc. History Reduced 20,149 1,000 0.16% 0.31% 682 -12,439 -38.17% Q4 2025 Jan 21, 2026
CARDIFF PARK ADVISORS, LLC History Added to 20,120 998 0.08% 0.08% 684 +4,326 27.39% Q4 2025 Feb 17, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 20,114 998 0.19% 0.29% 683 -1,492 -6.91% Q4 2025 Feb 17, 2026
MFG WEALTH MANAGEMENT, INC. History Added to 20,088 997 0.78% 0.97% 685 +400 2.03% Q4 2025 Jan 07, 2026
Western Wealth Management, LLC History Added to 20,028 994 0.05% 0.06% 686 +1,665 9.07% Q4 2025 Feb 05, 2026
Hunting Hill Global Capital, LLC History Reduced 20,000 993 0.68% 9.32% 687 -495,169 -96.12% Q4 2025 Feb 17, 2026
Orvieto Partners, L.P. History Added to 20,000 993 0.8% 0.81% 688 +5,000 33.33% Q4 2025 Feb 12, 2026
Choate Investment Advisors History Added to 19,991 992 0.02% 0.03% 689 +817 4.26% Q4 2025 Feb 09, 2026
Pure Financial Advisors, LLC History Added to 19,892 987 0.18% 0.02% 690 +3,443 20.93% Q4 2025 Mar 04, 2026
Capital Investment Advisors, LLC History Added to 19,766 981 0.01% 0.01% 691 +6,807 52.53% Q4 2025 Jan 13, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 19,713 978 0.14% — 693 +19,713 New Q4 2025 Jan 21, 2026
Busey Bank History Added to 19,711 978 0.03% 0.03% 692 +973 5.19% Q4 2025 Jan 27, 2026
DecisionMap Wealth Management, LLC History Added to 19,552 970 0.6% 0.61% 695 +5,000 34.36% Q4 2025 Jan 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 19,548 970 0.03% 0.05% 694 -729 -3.6% Q4 2025 Feb 13, 2026
Astra Wealth Partners LLC History No change 19,488 967 0.57% 0.84% 696 0 0.0% Q4 2025 Feb 02, 2026
Sovereign Financial Group, Inc. History Added to 19,461 966 0.17% 0.23% 697 +393 2.06% Q4 2025 Jan 07, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Added to 19,454 965 0.53% 0.71% 698 +495 2.61% Q4 2025 Jan 05, 2026
Hamilton Wealth, LLC History Added to 19,386 962 0.18% 0.07% 699 +13,973 258.14% Q4 2025 Feb 19, 2026
Sound Financial Strategies Group, LLC History Added to 19,339 960 0.68% 0.87% 700 +910 4.94% Q4 2025 Feb 03, 2026
Intrua Financial, LLC History Reduced 19,183 952 0.1% 0.17% 701 -4,811 -20.05% Q4 2025 Feb 05, 2026
Vantage Investment Partners, LLC History No change 19,132 949 0.06% 0.08% 702 0 0.0% Q4 2025 Feb 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 18,984 943 0.01% 0.02% 703 -973 -4.88% Q4 2025 Feb 10, 2026
FineMark National Bank & Trust History Added to 18,956 941 0.03% 0.04% 704 +187 1.0% Q4 2025 Feb 12, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 18,920 939 0.04% 0.01% 705 +13,770 267.38% Q4 2025 Feb 04, 2026
Rossmore Private Capital History Added to 18,838 935 0.08% 0.1% 706 +4,842 34.6% Q4 2025 Feb 05, 2026
Sloy Dahl & Holst, LLC History No change 18,828 934 0.11% 0.13% 707 0 0.0% Q4 2025 Feb 04, 2026
DiPaolo Financial Group, Inc. History New 18,773 932 0.99% — 708 +18,773 New Q4 2025 Feb 24, 2026
BEARING POINT CAPITAL, LLC History Reduced 18,770 931 0.15% 0.47% 710 -22,976 -55.04% Q4 2025 Feb 10, 2026
Grand Central Investment Group History New 18,764 931 0.68% — 709 +18,764 New Q4 2025 Feb 18, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 18,687 927 0.21% 0.36% 711 -4,078 -17.91% Q4 2025 Jan 28, 2026
Wilmington Savings Fund Society, FSB History Reduced 18,628 924 0.02% 0.03% 712 -2,882 -13.4% Q4 2025 Feb 12, 2026
Aragon Global Management, LP History Reduced 18,600 923 0.28% 0.74% 713 -18,600 -50.0% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 18,498 918 0.02% 0.02% 714 +35 0.19% Q4 2025 Jan 23, 2026
HHM Wealth Advisors, LLC History Added to 18,430 915 0.11% 0.08% 715 +7,627 70.6% Q4 2025 Jan 22, 2026
Key Client Fiduciary Advisors, LLC History Reduced 18,383 912 0.31% 0.45% 716 -2,425 -11.65% Q4 2025 Jan 28, 2026
Sowell Financial Services LLC History Added to 18,303 908 0.03% 0.04% 717 +1,395 8.25% Q4 2025 Jan 21, 2026
Douglass Winthrop Advisors, LLC History Reduced 18,213 904 0.02% 0.03% 718 -6,529 -26.39% Q4 2025 Feb 12, 2026
DeDora Capital, Inc. History Added to 18,224 904 0.21% 0.26% 719 +1,485 8.87% Q4 2025 Jan 22, 2026
LRI Investments, LLC History Added to 18,125 899 0.07% 0.03% 720 +13,125 262.5% Q4 2025 Feb 04, 2026
Revisor Wealth Management LLC History Added to 17,917 898 0.24% 0.15% 721 +11,597 183.5% Q4 2025 Jan 27, 2026
Alpha Financial Partners, LLC History Added to 18,009 894 0.55% 0.47% 722 +6,789 60.51% Q4 2025 Feb 10, 2026
SkyOak Wealth, LLC History New 17,961 891 0.16% — 724 +17,961 New Q4 2025 Feb 05, 2026
WORLD EQUITY GROUP, INC. History Added to 17,949 891 0.25% 0.24% 723 +2,191 13.9% Q4 2025 Jan 12, 2026
SOA Wealth Advisors, LLC. History Added to 17,747 881 0.15% 0.03% 725 +15,409 659.07% Q4 2025 Jan 20, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 17,610 874 0.02% 0.01% 726 +11,311 179.57% Q4 2025 Feb 03, 2026
Quadcap Wealth Management, LLC History Added to 17,619 874 0.1% 0.13% 727 +400 2.32% Q4 2025 Jan 29, 2026
Prodigy Asset Management LLC History New 17,600 873 0.31% — 728 +17,600 New Q4 2025 Feb 10, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 17,568 872 0.05% 0.06% 729 +4,443 33.85% Q4 2025 Feb 11, 2026
Gould Capital, LLC History Added to 17,559 871 0.54% 0.66% 730 +1,103 6.7% Q4 2025 Feb 13, 2026
International Private Wealth Advisors LLC History Added to 17,506 869 0.55% 0.38% 731 +8,270 89.54% Q4 2025 Jan 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 17,496 868 0.06% 0.08% 732 +175 1.01% Q4 2025 Feb 03, 2026
Cypress Wealth Services, LLC History Added to 17,454 866 0.12% 0.17% 733 +1,540 9.68% Q4 2025 Jan 14, 2026
E6 Portfolios, LLC History New 17,398 863 0.99% — 734 +17,398 New Q4 2025 Feb 13, 2026
Ameliora Wealth Management Ltd. History Added to 17,337 860 0.26% 0.29% 736 +3,719 27.31% Q4 2025 Jan 21, 2026
1776 Wealth LLC History No change 17,335 860 0.32% 0.43% 735 0 0.0% Q4 2025 Feb 11, 2026
Glassman Wealth Services History No change 17,282 858 0.12% 0.16% 737 0 0.0% Q4 2025 Jan 28, 2026
Ackerman Capital Advisors, LLC History Reduced 17,132 850 0.17% 0.48% 738 -18,137 -51.42% Q4 2025 Feb 11, 2026
Independence Bank of Kentucky History Added to 17,123 850 0.11% 0.0% 739 +17,023 17023.0% Q4 2025 Jan 20, 2026
B & T Capital Management DBA Alpha Capital Management History Reduced 17,031 845 0.12% 0.18% 740 -107 -0.62% Q4 2025 Feb 13, 2026
Three Seasons Wealth, LLC History Added to 17,008 844 0.08% 0.08% 742 +4,157 32.35% Q4 2025 Jan 15, 2026
West Financial Advisors, LLC History Added to 17,002 844 0.14% 0.15% 741 +2,877 20.37% Q4 2025 Jan 13, 2026
Quadrant Private Wealth Management, LLC History New 16,995 843 0.14% — 743 +16,995 New Q4 2025 Jan 26, 2026
SevenBridge Financial Group, LLC History New 16,914 839 0.13% — 744 +16,914 New Q4 2025 Feb 02, 2026
Relyea Zuckerberg Hanson LLC History Added to 16,909 839 0.08% 0.1% 745 +2,123 14.36% Q4 2025 Jan 20, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 16,866 837 0.03% 0.03% 746 +1,585 10.37% Q4 2025 Feb 11, 2026
Keating Financial Advisory Services, Inc. History New 16,840 836 0.11% — 747 +16,840 New Q4 2025 Feb 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 16,808 834 0.01% 0.02% 748 -1,521 -8.3% Q4 2025 Jan 16, 2026
Octavia Wealth Advisors, LLC History Added to 16,794 833 0.08% 0.1% 749 +1,963 13.24% Q4 2025 Jan 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 16,744 831 0.04% 0.04% 750 +879 5.54% Q4 2025 Jan 21, 2026
Focus Partners Advisor Solutions, LLC History Reduced 16,626 825 0.01% 0.04% 751 -46,592 -73.7% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 16,542 821 0.06% 0.16% 752 -13,493 -44.92% Q4 2025 Jan 07, 2026
Capital Investment Advisory Services, LLC History Added to 16,541 821 0.06% 0.07% 753 +2,620 18.82% Q4 2025 Jan 21, 2026
THRYVE WEALTH MANAGEMENT LLC History New 16,420 815 0.4% — 754 +16,420 New Q4 2025 Feb 25, 2026
Asset Dedication, LLC History Added to 16,407 814 0.05% 0.07% 755 +10 0.06% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History Added to 16,300 809 0.01% 0.01% 756 +5,341 48.74% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 16,251 806 0.0% 0.0% 757 +961 6.29% Q4 2025 Feb 12, 2026
Tamar Securities, LLC History Added to 16,230 805 0.08% 0.12% 758 +67 0.41% Q4 2025 Feb 13, 2026
Harfst & Associates, Inc. History Added to 16,149 801 0.14% 0.18% 760 +807 5.26% Q4 2025 Feb 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 16,152 801 0.03% 0.04% 759 0 0.0% Q4 2025 Feb 12, 2026
Ascent Wealth Partners, LLC History Added to 16,121 800 0.09% 0.1% 761 +2,770 20.75% Q4 2025 Feb 02, 2026
FRG Family Wealth Advisors LLC History Added to 16,085 798 0.12% 0.15% 762 +1,295 8.76% Q4 2025 Jan 21, 2026
Tolleson Wealth Management, Inc. History New 16,065 797 0.12% — 763 +16,065 New Q4 2025 Feb 17, 2026
J2 Capital Management Inc History Added to 15,992 794 0.58% 0.71% 764 +1,473 10.15% Q4 2025 Jan 20, 2026
Nan Fung Group Holdings Ltd History No change 15,968 792 0.71% 1.74% 765 0 0.0% Q4 2025 Feb 13, 2026
Clientfirst Wealth Management, LLC History Reduced 15,890 788 0.63% 0.89% 767 -1,130 -6.64% Q4 2025 Feb 06, 2026
HUB Investment Partners, LLC History Reduced 15,875 788 0.02% 0.04% 766 -1,111 -6.54% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 15,858 787 0.01% 0.0% 768 +11,431 258.21% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 14,941 783 0.02% 0.01% 769 +5,650 60.81% Q4 2025 Jan 26, 2026
Crystal Rock Capital Management History Reduced 15,775 783 0.41% 0.61% 770 -1,375 -8.02% Q4 2025 Jan 27, 2026
McAdam, LLC History Added to 17,884 779 0.04% 0.03% 771 +8,999 101.28% Q4 2025 Feb 13, 2026
Osbon Capital Management LLC History New 15,599 774 0.72% — 773 +15,599 New Q4 2025 Mar 16, 2026
Strategic Blueprint, LLC History Reduced 15,601 774 0.05% 0.05% 772 -2,894 -15.65% Q4 2025 Jan 30, 2026
Kastel Capital Advisors, LLC History New 15,577 773 0.47% — 774 +15,577 New Q4 2025 Feb 18, 2026
Finivi Inc. History New 15,543 771 0.45% — 776 +15,543 New Q4 2025 Jan 27, 2026
Archer Investment Management, LLC History New 15,530 771 0.41% — 775 +15,530 New Q4 2025 Jan 12, 2026
Midwest Trust Co History Added to 15,428 766 0.01% 0.0% 777 +12,122 366.67% Q4 2025 Feb 04, 2026
Forum Financial Management, LP History Added to 15,419 765 0.01% 0.01% 778 +7,519 95.18% Q4 2025 Jan 27, 2026
Kera Capital Partners, Inc. History Added to 16,114 765 0.09% 0.13% 779 +2,524 18.57% Q4 2025 Feb 23, 2026
Insight Advisors, LLC/ PA History Reduced 15,403 764 0.12% 0.16% 780 -476 -3.0% Q4 2025 Feb 11, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 15,281 758 0.26% 0.38% 781 +470 3.17% Q4 2025 Jan 08, 2026
Diversified Trust Co History Reduced 15,238 756 0.01% 0.03% 782 -7,106 -31.8% Q4 2025 Jan 09, 2026
A4 Wealth Advisors LLC History Added to 15,221 755 0.65% 0.36% 783 +8,658 131.92% Q4 2025 Feb 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History New 15,193 754 0.19% — 784 +15,193 New Q4 2025 Jan 08, 2026
Cassia Capital Partners, LLC History Added to 15,137 751 0.41% 0.2% 786 +9,365 162.25% Q4 2025 Jan 16, 2026
Modera Wealth Management, LLC History Reduced 15,135 751 0.01% 0.01% 785 -4,357 -22.35% Q4 2025 Jan 21, 2026
BEACON FINANCIAL GROUP History New 15,121 750 0.07% — 787 +15,121 New Q4 2025 Apr 01, 2026
J. Derek Lewis & Associates Inc. History New 15,052 747 0.17% — 788 +15,052 New Q4 2025 Mar 23, 2026
Financial Management Professionals, Inc. History Added to 15,028 746 0.08% 0.1% 789 +300 2.04% Q4 2025 Jan 27, 2026
LWM Advisory Services, LLC History Added to 15,039 746 0.44% 0.56% 790 +164 1.1% Q4 2025 Feb 12, 2026
Manatuck Hill Partners, LLC History New 15,000 744 0.26% — 791 +15,000 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 14,106 739 0.01% 0.0% 792 +11,250 393.91% Q4 2025 Jan 26, 2026
WEALTH ALLIANCE, LLC History Reduced 14,821 735 0.07% 0.16% 793 -8,902 -37.52% Q4 2025 Feb 13, 2026
Orin Green Financial, LLC History Added to 14,767 733 0.29% 0.36% 794 +1,078 7.87% Q4 2025 Feb 06, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 14,647 727 0.18% 0.23% 795 -606 -3.97% Q4 2025 Feb 06, 2026
IRON Financial LLC History Added to 14,562 723 0.33% 0.44% 796 +327 2.3% Q4 2025 Jan 22, 2026
Kagan Cocozza Asset Management History Reduced 14,486 719 0.51% 0.72% 797 -154 -1.05% Q4 2025 Jan 23, 2026
Atlantic Union Bankshares Corp History Added to 14,468 718 0.01% 0.01% 798 +6,032 71.5% Q4 2025 Feb 04, 2026
NWAM LLC History Added to 14,475 718 0.04% 0.05% 799 +609 4.39% Q4 2025 Feb 04, 2026
AWM CAPITAL, LLC History Reduced 14,474 718 0.07% 0.09% 800 -32 -0.22% Q4 2025 Feb 17, 2026