iSHARES TRUST - IGV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 5,153,423 544,665 0.04% 0.04% 1 +17,596 0.34% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 5,133,346 543,798 0.25% 0.15% 2 +2,625,286 104.67% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Reduced 3,443,088 363,900 0.02% 0.03% 3 -201,557 -5.53% Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 2,719,572 287,432 2.47% 3.37% 4 0 0.0% Q4 2025 Jan 28, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 1,734,000 183,266 1.18% 1.65% 5 -147,000 -7.81% Q4 2025 Feb 13, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Reduced 1,706,601 180,370 0.85% 1.18% 6 -321,450 -15.85% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,533,548 162,080 0.02% 0.03% 7 -683,943 -30.84% Q4 2025 Mar 25, 2026
LPL Financial LLC History Reduced 1,519,898 160,638 0.04% 0.06% 8 -345,431 -18.52% Q4 2025 Feb 11, 2026
Laura & John Arnold Foundation History New 1,479,875 156,407 27.53% — 9 +1,479,875 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,353,524 143,053 0.03% 0.04% 10 -265,289 -16.39% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 1,323,790 139,911 0.02% 0.03% 11 -393,273 -22.9% Q4 2025 Jan 29, 2026
Phoenix Financial Ltd. History Added to 1,321,000 139,616 1.51% 1.85% 12 +315 0.02% Q4 2025 Feb 05, 2026
CITIGROUP INC History Reduced 1,315,517 139,036 0.06% 0.1% 13 -703,838 -34.85% Q4 2025 Feb 13, 2026
Elliott Investment Management L.P. History Reduced 1,300,000 137,397 0.61% 1.52% 14 -1,700,000 -56.67% Q4 2025 Feb 18, 2026
Align Financial, LLC History New 102,942 102,942 0.06% — 15 +102,942 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 949,610 100,364 0.01% 0.02% 16 -920,065 -49.21% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 750,000 79,267 0.13% 0.23% 17 -350,000 -31.82% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 690,400 72,968 0.01% 0.03% 18 -746,477 -51.95% Q4 2025 Feb 12, 2026
Fisher Asset Management, LLC History Reduced 686,000 72,503 0.02% 0.03% 19 -64,426 -8.59% Q4 2025 Feb 09, 2026
CITADEL ADVISORS LLC History Reduced 667,100 70,505 0.01% 0.02% 20 -511,990 -43.42% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 567,995 60,027 0.01% 0.02% 21 -38,008 -6.27% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 534,225 56,463 0.01% — 22 +534,225 New Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 503,800 53,246 0.02% 0.0% 23 +500,000 13157.89% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 468,412 49,506 0.01% 0.02% 24 -68,340 -12.73% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 453,075 47,885 0.07% 0.08% 25 +13,108 2.98% Q4 2025 Mar 09, 2026
HighTower Advisors, LLC History Added to 451,156 47,682 0.05% 0.06% 26 +11,301 2.57% Q4 2025 Feb 06, 2026
D. E. Shaw & Co., Inc. History New 448,277 47,391 0.03% — 27 +448,277 New Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 432,895 45,752 0.13% 0.19% 28 -211,623 -32.83% Q4 2025 Feb 17, 2026
SP Asset Management LLC History Reduced 417,413 44,116 3.49% 3.85% 29 -3,853 -0.91% Q4 2025 Jan 28, 2026
MML INVESTORS SERVICES, LLC History Added to 410,861 43,423 0.11% 0.11% 30 +44,230 12.06% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 403,624 42,659 0.35% 0.41% 31 +44,831 12.49% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Reduced 357,253 37,758 0.33% 0.38% 32 -441,342 -55.26% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Added to 316,996 33,503 0.13% 0.14% 33 +13,986 4.62% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 311,852 32,959 0.03% 0.04% 34 -90,142 -22.42% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 301,471 31,862 0.05% 0.05% 35 -42,993 -12.48% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 301,256 31,842 0.01% 0.02% 36 -107,026 -26.21% Q4 2025 Feb 18, 2026
Equitable Holdings, Inc. History Added to 290,897 30,744 0.21% 0.21% 37 +41,394 16.59% Q4 2025 Feb 17, 2026
Owl Creek Asset Management, L.P. History New 290,000 30,650 0.93% — 38 +290,000 New Q4 2025 Feb 17, 2026
Wellspring Financial Advisors, LLC History Added to 1,615,512 30,291 2.4% 2.97% 39 +4,364 0.27% Q4 2025 Feb 11, 2026
Bridgewater Associates, LP History New 281,938 29,798 0.11% — 40 +281,938 New Q4 2025 Feb 13, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History New 275,000 29,064 0.6% — 41 +275,000 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 268,639 28,392 0.03% 0.04% 42 -30,377 -10.16% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 265,918 28,104 0.0% 0.02% 43 -2,467,268 -90.27% Q4 2025 Feb 11, 2026
Main Management ETF Advisors, LLC History Reduced 225,576 23,841 0.85% 5.07% 44 -964,578 -81.05% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 215,893 22,817 0.01% 0.01% 45 -116,620 -35.07% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Added to 205,978 21,769 0.03% 0.02% 46 +84,067 68.96% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Reduced 201,439 21,290 0.05% 0.07% 47 -51,570 -20.38% Q4 2025 Feb 11, 2026
TWO SIGMA INVESTMENTS, LP History Added to 187,200 19,785 0.03% 0.0% 48 +178,300 2003.37% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Reduced 168,034 17,759 0.3% 0.33% 49 -1,445 -0.85% Q4 2025 Feb 03, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 159,050 16,810 0.04% 0.08% 50 -88,753 -35.82% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 154,193 16,296 0.02% 0.02% 51 +504 0.33% Q4 2025 Feb 13, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 154,074 16,284 2.36% 2.71% 52 +2,071 1.36% Q4 2025 Feb 05, 2026
Black Swift Group, LLC History Added to 151,040 16,140 2.69% 3.01% 53 +2,400 1.61% Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History Reduced 140,518 14,851 0.08% 0.09% 54 -26,433 -15.83% Q4 2025 Jan 29, 2026
LOWE BROCKENBROUGH & CO INC History Added to 132,083 13,959 0.69% 0.77% 55 +1,685 1.29% Q4 2025 Feb 11, 2026
FIDUCIARY TRUST CO History Reduced 129,109 13,645 0.16% 0.17% 56 -1,652 -1.26% Q4 2025 Feb 13, 2026
Baker Avenue Asset Management, LP History Added to 127,189 13,442 0.31% 0.31% 57 +14,812 13.18% Q4 2025 Feb 10, 2026
MinichMacGregor Wealth Management, LLC History Added to 125,234 13,235 2.4% 2.75% 58 +2,673 2.18% Q4 2025 Feb 17, 2026
Royal Fund Management, LLC History New 118,193 12,491 1.14% — 59 +118,193 New Q4 2025 Jan 15, 2026
CWM, LLC History Reduced 116,463 12,309 0.03% 0.06% 60 -47,493 -28.97% Q4 2025 Jan 26, 2026
Prospera Financial Services Inc History Added to 112,997 11,942 0.2% 0.2% 61 +10,761 10.53% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Added to 112,740 11,915 0.02% 0.01% 62 +51,494 84.08% Q4 2025 Mar 16, 2026
Squarepoint Ops LLC History Added to 112,628 11,903 0.01% 0.0% 63 +73,885 190.71% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Reduced 102,203 11,751 0.04% 0.04% 64 -943 -0.91% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 110,980 11,729 0.02% 0.02% 65 -10,238 -8.45% Q4 2025 Feb 12, 2026
BARINGS LLC History Reduced 108,479 11,465 0.21% 0.59% 66 -162,659 -59.99% Q4 2025 Feb 12, 2026
Gemmer Asset Management LLC History Reduced 97,840 10,340 0.8% 0.98% 67 -8,184 -7.72% Q4 2025 Jan 23, 2026
Principle Wealth Partners LLC History Added to 95,063 10,047 0.57% 0.55% 68 +12,844 15.62% Q4 2025 Feb 06, 2026
Seven Springs Wealth Group, LLC History Added to 93,075 9,837 2.81% 2.5% 69 +3,239 3.61% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 92,052 9,728 0.02% 0.02% 70 +293 0.32% Q4 2025 Feb 17, 2026
Legacy Edge Advisors, LLC History New 91,190 9,637 1.05% — 71 +91,190 New Q4 2025 Feb 02, 2026
BANK HAPOALIM BM History Reduced 90,776 9,594 0.83% 1.4% 72 -8,204 -8.29% Q4 2025 Feb 17, 2026
Altus Wealth Management, LLC History Added to 89,753 9,485 4.09% 4.54% 73 +533 0.6% Q4 2025 Jan 22, 2026
D.A. DAVIDSON & CO. History Added to 87,903 9,290 0.06% 0.06% 74 +367 0.42% Q4 2025 Jan 29, 2026
Main Management LLC History Reduced 87,600 9,258 0.67% 2.7% 75 -232,505 -72.63% Q4 2025 Feb 10, 2026
Graham Capital Management, L.P. History New 82,500 8,719 0.21% — 76 +82,500 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 82,638 8,670 0.01% 0.01% 77 +884 1.08% Q4 2025 Jan 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 80,905 8,550 0.01% 0.01% 78 -37,770 -31.83% Q4 2025 Feb 10, 2026
Silverleafe Capital Partners, LLC History Reduced 77,593 8,200 2.43% 2.84% 79 -3,116 -3.86% Q4 2025 Jan 12, 2026
U.S. Capital Wealth Advisors, LLC History Added to 77,291 8,168 0.21% 0.23% 80 +2,435 3.25% Q4 2025 Jan 23, 2026
BARCLAYS PLC History Reduced 75,702 8,000 0.0% 0.0% 81 -100,132 -56.95% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 72,786 7,692 0.17% 0.0% 82 +72,561 32249.33% Q4 2025 Feb 05, 2026
Focus Partners Wealth History Reduced 72,155 7,641 0.01% 0.02% 83 -37,506 -34.2% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 69,162 7,309 0.01% 0.01% 84 -5 -0.01% Q4 2025 Feb 18, 2026
KWMG, LLC History Added to 69,008 7,293 0.63% 0.69% 85 +393 0.57% Q4 2025 Jan 16, 2026
Riggs Asset Managment Co. Inc. History Reduced 67,405 7,124 1.44% 1.96% 86 -11,184 -14.23% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 66,769 7,056 0.0% 0.0% 87 +6,848 11.43% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 66,678 7,047 0.03% 0.05% 88 -29,806 -30.89% Q4 2025 Feb 18, 2026
Well Done, LLC History Added to 66,590 7,037 1.05% 1.14% 89 +8,485 14.6% Q4 2025 Jan 13, 2026
IronBridge Private Wealth, LLC History No change 65,473 6,919 2.19% 2.38% 90 0 0.0% Q4 2025 Feb 23, 2026
Atria Investments, Inc History Reduced 59,997 6,341 0.07% 0.08% 91 -1,593 -2.59% Q4 2025 Feb 05, 2026
JMAC ENTERPRISES LLC History Added to 59,713 6,311 1.21% 1.33% 92 +1,415 2.43% Q4 2025 Jan 21, 2026
Silver Coast Investments LLC History Added to 58,360 6,168 2.13% 2.17% 93 +3,402 6.19% Q4 2025 Jan 27, 2026
SFI Advisors, LLC History Reduced 57,924 6,121 3.92% 4.33% 94 -1,234 -2.09% Q4 2025 Feb 11, 2026
Chicago Partners Investment Group LLC History Reduced 61,529 6,011 0.15% 0.19% 95 -244 -0.39% Q4 2025 Jan 28, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 54,695 5,781 0.05% 0.74% 96 -661,980 -92.37% Q4 2025 Feb 03, 2026
Sigma Planning Corp History Added to 52,355 5,533 0.15% 0.16% 97 +2,442 4.89% Q4 2025 Jan 30, 2026
Kestra Advisory Services, LLC History Added to 51,851 5,480 0.02% 0.03% 99 +3,823 7.96% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 51,851 5,480 0.02% 0.02% 98 +2,164 4.36% Q4 2025 Feb 13, 2026
Tepp RIA, LLC History Added to 51,843 5,479 5.42% 6.4% 100 +2,863 5.85% Q4 2025 Feb 04, 2026
Cadent Capital Advisors, LLC History Added to 51,159 5,407 1.39% 1.51% 101 +1,316 2.64% Q4 2025 Jan 13, 2026
Bawa N Mallick Trust History No change 51,001 5,390 2.0% 2.22% 102 0 0.0% Q4 2025 Mar 12, 2026
SFMG, LLC History Reduced 49,323 5,212 0.35% 0.42% 103 -3,795 -7.14% Q4 2025 Feb 10, 2026
DELTEC ASSET MANAGEMENT LLC History Reduced 49,100 5,189 0.86% 1.04% 104 -5,600 -10.24% Q4 2025 Jan 29, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History Added to 48,090 5,082 3.62% 3.96% 105 +853 1.81% Q4 2025 Jan 14, 2026
HOLDERNESS INVESTMENTS CO History Reduced 47,357 5,005 1.02% 1.15% 106 -1,572 -3.21% Q4 2025 Feb 10, 2026
StoneCrest Wealth Management, Inc. History Added to 47,250 4,993 2.02% 2.22% 107 +3,131 7.1% Q4 2025 Jan 16, 2026
FMR LLC History Added to 46,057 4,867 0.0% 0.0% 108 +155 0.34% Q4 2025 Feb 17, 2026
KKM Financial LLC History Reduced 44,307 4,682 0.83% 1.69% 109 -2,451 -5.24% Q4 2025 Feb 18, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 43,411 4,588 0.08% 0.11% 110 -9,703 -18.27% Q4 2025 Feb 12, 2026
Bienville Capital Management, LLC History Reduced 42,676 4,510 0.72% 0.97% 111 -1,562 -3.53% Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History Reduced 41,537 4,390 0.26% 0.29% 112 -2,075 -4.76% Q4 2025 Feb 03, 2026
Creative Planning History Reduced 39,618 4,187 0.0% 0.0% 113 -794 -1.96% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Reduced 39,386 4,162 0.01% 0.01% 114 -132 -0.33% Q4 2025 Jan 30, 2026
Parcion Private Wealth LLC History New 39,252 4,148 0.25% — 115 +39,252 New Q4 2025 Jan 26, 2026
HARBOR CAPITAL ADVISORS, INC. History New 38,582 4,078 0.32% — 116 +38,582 New Q4 2025 Jan 20, 2026
Sharper & Granite LLC History Added to 38,405 4,059 1.43% 1.51% 117 +1,750 4.77% Q4 2025 Jan 27, 2026
OPPENHEIMER & CO INC History Added to 37,272 3,939 0.06% 0.05% 118 +500 1.36% Q4 2025 Feb 02, 2026
Private Advisor Group, LLC History Reduced 36,281 3,834 0.02% 0.03% 119 -24,386 -40.2% Q4 2025 Feb 17, 2026
OneAscent Wealth Management LLC History Reduced 35,848 3,788 1.26% 1.47% 120 -2,079 -5.48% Q4 2025 Feb 11, 2026
PEAK6 LLC History Added to 35,614 3,764 0.01% 0.0% 121 +28,739 418.02% Q4 2025 Mar 12, 2026
Cerity Partners LLC History Added to 34,956 3,694 0.01% 0.01% 122 +4,985 16.63% Q4 2025 Feb 11, 2026
Grandview Asset Management LLC History Reduced 34,288 3,623 0.99% 1.25% 123 -4,344 -11.24% Q4 2025 Jan 26, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 33,803 3,572 0.23% 0.26% 124 +182 0.54% Q4 2025 Feb 04, 2026
STEPHENS INC /AR/ History Reduced 33,112 3,499 0.04% 0.06% 125 -7,620 -18.71% Q4 2025 Feb 05, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 32,457 3,430 1.54% 1.76% 126 +483 1.51% Q4 2025 Jan 12, 2026
Cresset Asset Management, LLC History Added to 31,564 3,335 0.01% 0.01% 127 +3,592 12.84% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 31,544 3,333 0.01% 0.01% 128 +3,482 12.41% Q4 2025 Feb 13, 2026
Tudor Financial Inc. History Reduced 30,751 3,250 1.66% 2.0% 129 -1,978 -6.04% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 29,971 3,167 0.12% 0.13% 130 -145 -0.48% Q4 2025 Jan 21, 2026
Rockingstone Advisors LLC History Added to 29,948 3,165 1.44% 1.61% 131 +1,663 5.88% Q4 2025 Jan 28, 2026
Strategic Blueprint, LLC History Added to 29,830 3,152 0.19% 0.14% 132 +1,445 5.09% Q4 2025 Jan 30, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 29,600 3,128 0.0% 0.0% 133 +19,600 196.0% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 29,375 3,104 0.06% 0.04% 134 +13,383 83.69% Q4 2025 Feb 09, 2026
Cordoba Advisory Partners LLC History New 29,344 3,101 0.77% — 135 +29,344 New Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 29,255 3,091 0.02% 0.03% 136 +354 1.22% Q4 2025 Feb 18, 2026
Ebert Capital Management Inc. History New 33,509 3,026 2.93% — 137 +33,509 New Q4 2025 Feb 04, 2026
TD Waterhouse Canada Inc. History Added to 28,512 3,013 0.02% 0.02% 138 +1,885 7.08% Q4 2025 Jan 27, 2026
Wealthcare Advisory Partners LLC History Added to 28,174 2,977 0.06% 0.07% 139 +25 0.09% Q4 2025 Jan 14, 2026
Summit Trail Advisors, LLC History Reduced 28,054 2,965 0.05% 0.05% 140 -2,823 -9.14% Q4 2025 Feb 17, 2026
GUERRA PAN ADVISORS, LLC History Added to 28,028 2,962 1.76% 1.95% 141 +2 0.01% Q4 2025 Jan 13, 2026
Dynamic Wealth Strategies, LLC History Added to 26,333 2,783 1.66% 1.44% 142 +7,651 40.95% Q4 2025 Feb 04, 2026
IFG Advisory, LLC History Reduced 25,937 2,741 0.12% 0.18% 143 -8,195 -24.01% Q4 2025 Feb 10, 2026
Provenance Wealth Advisors, LLC History Reduced 25,915 2,738 0.3% 0.4% 144 -1,237 -4.56% Q4 2025 Jan 26, 2026
MGB Wealth Management, LLC History No change 25,622 2,709 0.77% 0.83% 145 0 0.0% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History New 25,563 2,701 0.0% — 146 +25,563 New Q4 2025 Feb 13, 2026
Massachusetts Wealth Management History Reduced 25,428 2,687 1.25% 1.56% 147 -1,994 -7.27% Q4 2025 Jan 26, 2026
Stone Summit Wealth LLC History Reduced 25,202 2,663 0.72% 0.88% 148 -1,890 -6.98% Q4 2025 Jan 27, 2026
CURIO WEALTH, LLC History No change 24,491 2,650 0.94% 1.16% 149 0 0.0% Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 24,887 2,630 0.01% 0.01% 150 +2,845 12.91% Q4 2025 Jan 12, 2026
GC Wealth Management RIA, LLC History Added to 24,765 2,617 0.1% 0.09% 151 +2,291 10.19% Q4 2025 Jan 30, 2026
Castle Rock Wealth Management, LLC History Added to 30,878 2,608 0.56% 0.77% 152 +853 2.84% Q4 2025 Feb 05, 2026
Terra Nova Asset Management LLC History Reduced 24,605 2,600 1.71% 1.87% 153 -1,211 -4.69% Q4 2025 Jan 14, 2026
Paragon Advisors, LLC History New 24,438 2,582 0.7% — 154 +24,438 New Q4 2025 Jan 12, 2026
Clearstead Advisors, LLC History Added to 24,273 2,565 0.03% 0.03% 155 +4,945 25.58% Q4 2025 Feb 09, 2026
Westwind Capital History Added to 24,145 2,552 0.52% 0.33% 156 +10,282 74.17% Q4 2025 Jan 09, 2026
MOULTON WEALTH MANAGEMENT, INC History New 12,397 2,477 2.35% — 157 +12,397 New Q4 2025 Jan 13, 2026
Great Diamond Partners, LLC History Added to 23,365 2,469 0.48% 0.51% 158 +277 1.2% Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History Added to 23,200 2,452 0.0% 0.0% 159 +9,400 68.12% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Reduced 22,919 2,422 0.01% 0.04% 160 -70,470 -75.46% Q4 2025 Feb 12, 2026
Venturi Wealth Management, LLC History Added to 22,831 2,413 0.11% 0.11% 161 +2,488 12.23% Q4 2025 Jan 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 22,544 2,382 0.03% 0.03% 162 +1,211 5.68% Q4 2025 Jan 29, 2026
Galaxy Group Investments LLC History New 22,500 2,378 0.28% — 163 +22,500 New Q4 2025 Mar 23, 2026
Guardian Asset Advisors, LLC History Added to 22,236 2,350 1.22% 1.37% 164 +79 0.36% Q4 2025 Jan 29, 2026
Snowden Capital Advisors LLC History Reduced 21,791 2,303 0.06% 0.07% 165 -1,091 -4.77% Q4 2025 Feb 17, 2026
Paller Financial Services Inc History New 21,387 2,260 1.81% — 166 +21,387 New Q4 2025 Jan 15, 2026
VALLEY NATIONAL ADVISERS INC History Added to 20,636 2,181 0.3% 0.36% 167 +151 0.74% Q4 2025 Jan 23, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 20,591 2,176 0.23% 0.27% 168 -125 -0.6% Q4 2025 Jan 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 20,438 2,160 0.0% 0.0% 169 -3,566 -14.86% Q4 2025 Feb 06, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 20,297 2,145 0.34% 0.4% 170 +610 3.1% Q4 2025 Jan 22, 2026
GROUP ONE TRADING LLC History New 20,245 2,139 0.0% — 171 +20,245 New Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Reduced 20,185 2,133 0.03% 0.2% 172 -100,898 -83.33% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 20,091 2,128 0.0% 0.0% 173 +16,711 494.41% Q4 2025 Feb 05, 2026
MAI Capital Management History Reduced 19,915 2,104 0.01% 0.02% 174 -9,160 -31.5% Q4 2025 Feb 13, 2026
Raab & Moskowitz Asset Management LLC History Reduced 19,915 2,104 0.46% 0.51% 175 -96 -0.48% Q4 2025 Jan 20, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Added to 19,819 2,094 0.6% 0.68% 176 +639 3.33% Q4 2025 Feb 11, 2026
LM Advisors LLC History Reduced 219 2,068 0.04% 0.03% 177 -1,849 -89.41% Q4 2025 Feb 13, 2026
Bulltick Wealth Management, LLC History New 19,342 2,044 0.43% — 178 +19,342 New Q4 2025 Feb 17, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 19,001 2,008 1.24% 1.17% 179 +2,893 17.96% Q4 2025 Jan 21, 2026
Quantinno Capital Management LP History Added to 18,825 1,989 0.0% 0.0% 180 +11,469 155.91% Q4 2025 Feb 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 18,686 1,974 0.12% 0.14% 181 +872 4.9% Q4 2025 Feb 10, 2026
Carnegie Investment Counsel History Added to 18,373 1,941 0.04% 0.04% 182 +706 4.0% Q4 2025 Jan 23, 2026
TRITONPOINT WEALTH, LLC History Reduced 18,367 1,941 0.2% 0.18% 183 -200 -1.08% Q4 2025 Jan 20, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 18,285 1,932 0.0% 0.0% 184 +359 2.0% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 17,884 1,890 0.03% 0.03% 185 +3,407 23.53% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 17,731 1,874 0.01% 0.01% 186 -1,262 -6.64% Q4 2025 Jan 29, 2026
Bramshill Investments, LLC History Added to 17,500 1,849 0.1% 0.07% 187 +9,000 105.88% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 17,255 1,823 0.01% — 188 +17,255 New Q4 2025 Feb 05, 2026
Patten Group, Inc. History Reduced 17,029 1,799 0.33% 0.4% 189 -918 -5.12% Q4 2025 Jan 23, 2026
OneAscent Financial Services LLC History New 17,012 1,797 0.17% — 190 +17,012 New Q4 2025 Feb 11, 2026
Spruce Point Capital Management, LLC History New 17,000 1,796 3.73% — 191 +17,000 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Reduced 16,915 1,787 0.02% 0.03% 192 -78 -0.46% Q4 2025 Jan 23, 2026
Jasper Ridge Partners, L.P. History Reduced 16,851 1,780 0.04% 0.1% 193 -20,324 -54.67% Q4 2025 Feb 12, 2026
Clarius Group, LLC History No change 16,733 1,768 0.1% 0.11% 194 0 0.0% Q4 2025 Jan 14, 2026
US BANCORP \DE\ History Added to 16,390 1,732 0.0% 0.0% 195 +1,910 13.19% Q4 2025 Jan 30, 2026
Horizon Investments, LLC History Reduced 16,163 1,708 0.02% 0.02% 196 -63 -0.39% Q4 2025 Feb 02, 2026
Empirical Asset Management, LLC History Added to 16,106 1,702 0.48% 0.51% 197 +123 0.77% Q4 2025 Feb 06, 2026
Arista Wealth Management, LLC History New 16,038 1,695 0.21% — 198 +16,038 New Q4 2025 Feb 09, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 15,982 1,689 0.24% 0.26% 199 +649 4.23% Q4 2025 Jan 28, 2026
Signature Equity Partners, LLC History New 15,768 1,666 0.92% — 200 +15,768 New Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Reduced 15,045 1,590 0.05% 0.06% 201 -3,955 -20.82% Q4 2025 Feb 10, 2026
Orion Porfolio Solutions, LLC History Reduced 15,011 1,586 0.01% 0.01% 202 -1,203 -7.42% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Reduced 14,950 1,580 0.0% 0.0% 203 -5,419 -26.6% Q4 2025 Mar 20, 2026
CIBC WORLD MARKET INC. History Added to 14,928 1,577 0.0% 0.0% 204 +4,031 36.99% Q4 2025 Feb 10, 2026
Segment Wealth Management, LLC History Reduced 14,481 1,530 0.09% 0.1% 205 -15 -0.1% Q4 2025 Jan 29, 2026
Blue Fin Capital, Inc. History Added to 14,424 1,524 0.24% 0.26% 206 +270 1.91% Q4 2025 Jan 23, 2026
Triumph Capital Management History Added to 14,378 1,519 0.33% 0.43% 207 +331 2.36% Q4 2025 Feb 12, 2026
Modern Wealth Management, LLC History Added to 14,196 1,500 0.03% 0.03% 208 +2,778 24.33% Q4 2025 Feb 17, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 14,064 1,486 0.64% 0.78% 209 -5 -0.04% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Reduced 13,828 1,461 0.04% 0.05% 210 -1,050 -7.06% Q4 2025 Feb 03, 2026
HB Wealth Management, LLC History Added to 13,759 1,454 0.01% 0.01% 211 +65 0.47% Q4 2025 Jan 28, 2026
Arsenal Capital Advisors LLC History New 13,736 1,451 1.03% — 212 +13,736 New Q4 2025 Feb 11, 2026
IAM Advisory, LLC History Added to 13,611 1,438 0.32% 0.35% 213 +39 0.29% Q4 2025 Jan 07, 2026
Wealthspire Advisors, LLC History Added to 13,203 1,395 0.01% 0.01% 214 +2,957 28.86% Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 13,169 1,391 0.05% 0.03% 215 +7,044 115.0% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Reduced 13,155 1,390 0.02% 0.02% 216 -2,125 -13.91% Q4 2025 Feb 05, 2026
Summit Financial, LLC History Reduced 13,107 1,385 0.02% 0.03% 217 -3,229 -19.77% Q4 2025 Feb 13, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 13,100 1,384 0.1% 0.1% 218 +1,250 10.55% Q4 2025 Feb 05, 2026
Composition Wealth, LLC History Reduced 13,058 1,380 0.02% 0.02% 219 -688 -5.01% Q4 2025 Feb 02, 2026
Steward Partners Investment Advisory, LLC History Added to 13,017 1,375 0.01% 0.01% 220 +374 2.96% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 12,783 1,351 0.01% — 221 +12,783 New Q4 2025 Feb 18, 2026
Ethos Capital Management, Inc. History New 12,776 1,350 1.27% — 222 +12,776 New Q4 2025 Jan 21, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 12,721 1,344 0.1% 0.09% 223 +2,380 23.02% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 12,670 1,339 0.02% 0.02% 224 -25 -0.2% Q4 2025 Jan 21, 2026
Montis Financial, LLC History Reduced 12,655 1,337 0.26% 0.35% 225 -520 -3.95% Q4 2025 Feb 11, 2026
IBEX WEALTH ADVISORS History Reduced 12,556 1,327 0.13% 0.14% 226 -467 -3.59% Q4 2025 Feb 17, 2026
United Asset Strategies, Inc. History New 12,470 1,317 0.1% — 228 +12,470 New Q4 2025 Jan 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 12,468 1,317 0.07% 0.08% 227 0 0.0% Q4 2025 Jan 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 12,415 1,312 0.07% 0.09% 229 +314 2.59% Q4 2025 Feb 04, 2026
Nikulski Financial, Inc. History Reduced 12,374 1,307 0.31% 0.37% 230 -415 -3.24% Q4 2025 Jan 15, 2026
Regal Investment Advisors LLC History New 12,214 1,290 0.08% — 231 +12,214 New Q4 2025 Feb 17, 2026
Houlihan Financial Resource Group, Ltd. History Added to 12,889 1,271 0.48% 0.6% 232 +6,909 115.54% Q4 2025 Feb 10, 2026
NVWM, LLC History Added to 11,689 1,235 0.27% 0.3% 233 +254 2.22% Q4 2025 Jan 20, 2026
Chicago Wealth Management, Inc. History Reduced 11,656 1,231 0.49% 5.35% 234 -95,085 -89.08% Q4 2025 Feb 17, 2026
Berkshire Money Management, Inc. History New 11,230 1,186 0.11% — 235 +11,230 New Q4 2025 Jan 27, 2026
Qube Research & Technologies Ltd History Reduced 11,216 1,185 0.0% 0.05% 236 -401,554 -97.28% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 11,084 1,171 0.0% 0.0% 237 -122,203 -91.68% Q4 2025 Feb 10, 2026
ESG Planning DBA Harper Investing History Added to 11,077 1,170 0.5% 0.53% 238 +1,320 13.53% Q4 2025 Feb 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 11,032 1,165 0.01% 0.01% 239 +12 0.11% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Reduced 10,942 1,157 0.05% 0.06% 240 -204 -1.83% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Reduced 10,933 1,155 0.03% 0.04% 241 -1,298 -10.61% Q4 2025 Feb 17, 2026
Ulland Investment Advisors, LLC History Reduced 10,900 1,152 0.92% 0.99% 242 -580 -5.05% Q4 2025 Jan 08, 2026
PRINCIPAL SECURITIES, INC. History Added to 10,838 1,145 0.02% 0.02% 243 +594 5.8% Q4 2025 Feb 12, 2026
Odyssey Capital Advisors, Inc. History New 10,833 1,144 1.02% — 245 +10,833 New Q4 2025 Feb 05, 2026
Global Financial Private Client, LLC History Added to 10,832 1,144 0.4% 0.44% 244 +127 1.19% Q4 2025 Jan 27, 2026
Venture Visionary Partners LLC History Reduced 10,660 1,137 0.04% 0.04% 246 -413 -3.73% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 10,732 1,134 0.01% 1.34% 247 -793,892 -98.67% Q4 2025 Feb 10, 2026
Genesee Capital Advisors, LLC History Reduced 10,570 1,117 0.45% 0.69% 248 -3,175 -23.1% Q4 2025 Jan 16, 2026
Citizens National Bank Trust Department History Reduced 10,196 1,077 0.19% 0.21% 249 -218 -2.09% Q4 2025 Jan 30, 2026
United Community Bank History Reduced 10,122 1,069 0.4% 0.36% 250 -90 -0.88% Q4 2025 Jan 30, 2026
MGO ONE SEVEN LLC History Reduced 10,098 1,067 0.02% 0.04% 251 -3,103 -23.51% Q4 2025 Feb 03, 2026
Cascade Wealth Advisors, Inc History No change 10,945 1,062 0.49% 0.6% 252 0 0.0% Q4 2025 Feb 04, 2026
Merit Financial Group, LLC History Added to 9,932 1,049 0.01% 0.01% 253 +613 6.58% Q4 2025 Jan 26, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 9,924 1,048 0.03% 0.04% 254 -10 -0.1% Q4 2025 Feb 13, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 9,882 1,044 0.29% 0.42% 255 -2,790 -22.02% Q4 2025 Jan 23, 2026
Apollon Financial, LLC History No change 9,780 1,033 0.15% 0.19% 256 0 0.0% Q4 2025 Jan 22, 2026
NORTHERN TRUST CORP History Reduced 9,761 1,031 0.0% 0.0% 257 -726 -6.92% Q4 2025 Feb 17, 2026
PACIFIC SUN FINANCIAL CORP History Added to 9,740 1,029 0.5% 0.5% 258 +670 7.39% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 9,680 1,023 0.0% 0.0% 259 -180 -1.83% Q4 2025 Feb 17, 2026
Mosley Wealth Management History New 8,816 1,019 0.47% — 260 +8,816 New Q4 2025 Feb 12, 2026
Allen Capital Group, LLC History Reduced 9,602 1,014 0.09% 0.11% 261 -236 -2.4% Q4 2025 Feb 09, 2026
Trivium Point Advisory, LLC History Reduced 9,558 1,010 0.1% 0.12% 262 -557 -5.51% Q4 2025 Jan 26, 2026
THOMIST CAPITAL MANAGEMENT, LP History New 9,300 995 0.21% — 263 +9,300 New Q4 2025 Feb 13, 2026
Intellectus Partners, LLC History No change 9,404 993 0.19% 0.21% 264 0 0.0% Q4 2025 Feb 10, 2026
&PARTNERS History Reduced 9,158 991 0.01% 0.01% 265 -220 -2.35% Q4 2025 Feb 17, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 9,325 985 0.03% 0.04% 266 -5 -0.05% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History New 9,293 982 0.0% — 267 +9,293 New Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History No change 9,300 982 0.03% 0.04% 268 0 0.0% Q4 2025 Jan 29, 2026
TruWealth Advisors, LLC History Added to 9,223 974 0.05% 0.05% 269 +629 7.32% Q4 2025 Jan 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 9,074 959 0.01% 0.0% 270 +3,291 56.91% Q4 2025 Feb 17, 2026
JTC Employer Solutions Trustee Ltd History No change 9,011 953 0.06% 0.09% 271 0 0.0% Q4 2025 Feb 10, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 9,012 952 0.03% 0.03% 272 +71 0.79% Q4 2025 Jan 12, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 8,983 949 0.1% 0.12% 273 -15 -0.17% Q4 2025 Feb 18, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 8,939 945 0.01% 0.01% 274 0 0.0% Q4 2025 Feb 10, 2026
Yarbrough Capital, LLC History No change 8,945 945 0.03% 0.03% 275 0 0.0% Q4 2025 Jan 14, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 8,767 937 0.06% 0.06% 276 +1,896 27.59% Q4 2025 Jan 15, 2026
Mutual Advisors, LLC History Reduced 8,711 920 0.02% 0.02% 277 -12 -0.14% Q4 2025 Feb 02, 2026
NTV ASSET MANAGEMENT LLC History Reduced 8,668 916 0.1% 0.19% 278 -6,176 -41.61% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO History Added to 8,718 914 0.01% 0.0% 279 +8,398 2624.38% Q4 2025 Jan 26, 2026
Advisor Resource Council History New 10,203 913 0.32% — 280 +10,203 New Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 8,535 902 0.0% 0.0% 281 -275 -3.12% Q4 2025 Jan 30, 2026
LMCG INVESTMENTS, LLC History Added to 8,484 896 0.05% 0.06% 282 +89 1.06% Q4 2025 Feb 03, 2026
Sherman Wealth Management LLC History New 8,455 893 0.78% — 283 +8,455 New Q4 2025 Jan 15, 2026
Integrated Wealth Concepts LLC History Reduced 8,308 878 0.01% 0.02% 284 -7,531 -47.55% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 8,202 866 0.0% 0.0% 285 -3,198 -28.05% Q4 2025 Jan 23, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 8,107 856 0.0% 0.01% 286 -11,906 -59.49% Q4 2025 Feb 06, 2026
Retirement Planning Group, LLC History Reduced 7,870 831 0.03% 0.03% 287 -307 -3.75% Q4 2025 Feb 03, 2026
MUIRFIELD WEALTH ADVISORS LLC History Added to 7,845 829 0.61% 0.5% 288 +1,927 32.56% Q4 2025 Feb 06, 2026
BLAIR WILLIAM & CO/IL History Reduced 7,794 823 0.0% 0.0% 289 -483 -5.84% Q4 2025 Feb 17, 2026
Sankala Group LLC History New 10,083 822 0.66% — 290 +10,083 New Q4 2025 Mar 02, 2026
Ashton Thomas Private Wealth, LLC History Reduced 7,686 812 0.02% 0.03% 291 -1,358 -15.02% Q4 2025 Jan 29, 2026
Valeo Financial Advisors, LLC History Added to 7,650 808 0.02% 0.02% 292 +800 11.68% Q4 2025 Feb 04, 2026
Sterling Investment Counsel, LLC History Added to 7,609 804 0.23% 0.28% 293 +132 1.77% Q4 2025 Jan 27, 2026
One Capital Management, LLC History Added to 7,534 796 0.02% 0.03% 294 +274 3.77% Q4 2025 Feb 10, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 7,500 792 0.19% 0.2% 295 0 0.0% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History Reduced 7,374 779 0.01% 0.02% 296 -380 -4.9% Q4 2025 Feb 11, 2026
KANE INVESTMENT MANAGEMENT, INC. History Reduced 7,320 773 0.37% 0.49% 298 -1,480 -16.82% Q4 2025 Feb 13, 2026
Cascades Capital Asset Management, LLC History Reduced 7,315 773 0.32% 0.41% 297 -770 -9.52% Q4 2025 Feb 04, 2026
Legacy Financial Strategies, LLC History Reduced 7,269 768 0.14% 0.15% 299 -60 -0.82% Q4 2025 Jan 23, 2026
WBH ADVISORY INC History No change 7,201 761 0.06% 0.06% 300 0 0.0% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Reduced 7,121 752 0.0% 0.01% 301 -400 -5.32% Q4 2025 Jan 26, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 7,035 743 0.02% 0.02% 302 -746 -9.59% Q4 2025 Jan 28, 2026
J.W. COLE ADVISORS, INC. History Added to 10,923 740 0.02% 0.02% 303 +40 0.37% Q4 2025 Feb 11, 2026
Brookstone Capital Management History Reduced 6,939 733 0.01% 0.03% 304 -13,429 -65.93% Q4 2025 Jan 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 6,933 732 0.05% 0.11% 305 -5,615 -44.75% Q4 2025 Feb 03, 2026
Madison Wealth Partners, Inc History Added to 6,927 732 0.13% 0.16% 306 +45 0.65% Q4 2025 Feb 10, 2026
Wealth Enhancement Trust Services, Inc. History New 6,898 729 0.09% — 307 +6,898 New Q4 2025 Jan 27, 2026
MONETARY MANAGEMENT GROUP INC History No change 6,825 721 0.17% 0.18% 308 0 0.0% Q4 2025 Feb 11, 2026
Fortis Group Advisors, LLC History Reduced 7,944 717 0.12% 0.16% 309 -289 -3.51% Q4 2025 Feb 06, 2026
Western Wealth Management, LLC History Added to 6,765 715 0.03% 0.04% 310 +799 13.39% Q4 2025 Feb 05, 2026
Perennial Investment Advisors, LLC History New 6,725 710 0.06% — 312 +6,725 New Q4 2025 Feb 17, 2026
Balentine LLC History No change 6,724 710 0.03% 0.03% 311 0 0.0% Q4 2025 Feb 02, 2026
GSA CAPITAL PARTNERS LLP History Added to 6,656 703 0.06% 0.06% 313 +646 10.75% Q4 2025 Feb 06, 2026
WestEnd Advisors, LLC History Reduced 6,649 702 0.02% 0.04% 314 -6,902 -50.93% Q4 2025 Jan 27, 2026
Kesler, Norman & Wride, LLC History Reduced 6,595 697 0.12% 0.15% 315 -1,044 -13.67% Q4 2025 Feb 10, 2026
Avantax Planning Partners, Inc. History No change 6,550 692 0.02% 0.02% 316 0 0.0% Q4 2025 Feb 05, 2026
Ignite Planners, LLC History Added to 7,637 689 0.11% 0.1% 317 +2,565 50.57% Q4 2025 Feb 06, 2026
Triangle Securities Wealth Management History Reduced 6,480 684 0.14% 0.17% 318 -200 -2.99% Q4 2025 Jan 13, 2026
Goelzer Investment Management, Inc. History No change 6,470 683 0.03% 0.04% 319 0 0.0% Q4 2025 Jan 14, 2026
Rathbones Group PLC History No change 6,360 672 0.0% 0.0% 320 0 0.0% Q4 2025 Feb 06, 2026
Apollon Wealth Management, LLC History Added to 6,278 663 0.01% 0.01% 321 +375 6.35% Q4 2025 Jan 22, 2026
Greenspring Advisors, LLC History Added to 6,255 661 0.04% 0.06% 322 +3,323 113.34% Q4 2025 Feb 10, 2026
Novak & Powell Financial Services, Inc. History Reduced 6,125 647 0.34% 0.38% 323 -100 -1.61% Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 6,030 637 0.02% 0.02% 324 +323 5.66% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Reduced 6,021 636 0.04% 0.06% 325 -4,064 -40.3% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History New 6,000 634 0.0% — 326 +6,000 New Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Reduced 5,955 629 0.04% 0.05% 327 -269 -4.32% Q4 2025 Feb 20, 2026
High Point Wealth Management, LLC History New 5,875 620 0.58% — 330 +5,875 New Q4 2025 Jan 29, 2026
PFG Investments, LLC History Reduced 5,870 620 0.03% 0.04% 329 -290 -4.71% Q4 2025 Jan 26, 2026
BENJAMIN EDWARDS INC History Added to 5,873 620 0.01% 0.01% 328 +63 1.08% Q4 2025 Feb 02, 2026
Arax Advisory Partners History New 5,841 617 0.02% — 331 +5,841 New Q4 2025 Feb 13, 2026
CHATHAM CAPITAL GROUP, INC. History No change 5,825 615 0.09% 0.1% 332 0 0.0% Q4 2025 Jan 14, 2026
Spire Wealth Management History Reduced 5,790 611 0.02% 0.02% 333 -48 -0.82% Q4 2025 Jan 14, 2026
CIBC Private Wealth Group LLC History Reduced 5,706 603 0.0% 0.0% 334 -150 -2.56% Q4 2025 Feb 12, 2026
SAX WEALTH ADVISORS, LLC History Reduced 5,696 602 0.03% 0.1% 335 -9,986 -63.68% Q4 2025 Jan 12, 2026
EHRLICH FINANCIAL GROUP History Reduced 5,608 592 0.34% 0.39% 336 -83 -1.46% Q4 2025 Jan 06, 2026
IFP Advisors, Inc History Reduced 5,567 588 0.01% 0.02% 337 -68 -1.21% Q4 2025 Feb 06, 2026
Compound Planning, Inc. History Reduced 5,514 582 0.02% 0.02% 338 -189 -3.31% Q4 2025 Feb 19, 2026
CALTON & ASSOCIATES, INC. History Reduced 5,242 554 0.08% 0.09% 339 -102 -1.91% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 5,236 549 0.01% 0.0% 340 +4,803 1109.24% Q4 2025 Jan 26, 2026
Plotkin Financial Advisors, LLC History Reduced 5,170 546 0.27% 0.32% 341 -525 -9.22% Q4 2025 Feb 19, 2026
EFG International AG History New 5,160 545 0.01% — 342 +5,160 New Q4 2025 Feb 17, 2026
Tenzing Financial LLC History New 5,121 541 0.44% — 343 +5,121 New Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 5,092 538 0.0% — 344 +5,092 New Q4 2025 Feb 18, 2026
Sharp Wealth Advisory, LLC History Added to 5,075 536 0.27% 0.31% 345 +126 2.55% Q4 2025 Jan 16, 2026
Tennessee Valley Asset Management Partners History Reduced 5,040 532 0.07% 0.08% 346 -309 -5.78% Q4 2025 Feb 05, 2026
Verity Asset Management, Inc. History New 5,000 528 0.23% — 347 +5,000 New Q4 2025 Jan 30, 2026
WEDBUSH SECURITIES INC History Added to 4,975 526 0.02% 0.02% 348 +488 10.88% Q4 2025 Feb 12, 2026
WJ Wealth Management, LLC History No change 4,925 520 0.23% 0.25% 349 0 0.0% Q4 2025 Feb 05, 2026
Haverford Trust Co History No change 4,875 515 0.0% 0.01% 350 0 0.0% Q4 2025 Feb 13, 2026
Caprock Group, LLC History No change 4,837 511 0.01% 0.01% 351 0 0.0% Q4 2025 Jan 28, 2026
PRIVATE TRUST CO NA History Reduced 4,834 510 0.04% 0.05% 352 -123 -2.48% Q4 2025 Jan 26, 2026
Pallas Capital Advisors LLC History Reduced 4,776 504 0.02% 0.02% 353 -145 -2.95% Q4 2025 Jan 14, 2026
Y.D. More Investments Ltd History Added to 4,722 499 0.02% 0.02% 354 +982 26.26% Q4 2025 Jan 21, 2026
Karnit Road Accident Victims Compensation Fund History New 4,640 490 0.28% — 355 +4,640 New Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 4,564 482 0.01% 0.01% 356 -4,090 -47.26% Q4 2025 Jan 20, 2026
Larson Financial Group LLC History Added to 4,563 482 0.02% 0.02% 357 +483 11.84% Q4 2025 Feb 06, 2026
Capital Developers, LLC History New 4,529 478 0.43% — 359 +4,529 New Q4 2025 Jan 30, 2026
Gladstone Institutional Advisory LLC History Reduced 4,530 478 0.02% 0.03% 358 -3,287 -42.05% Q4 2025 Feb 17, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 4,505 476 0.05% 0.05% 360 +235 5.5% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Added to 4,398 464 0.0% 0.0% 361 +2,171 97.49% Q4 2025 Feb 17, 2026
Mathes Company, Inc. History Added to 4,325 457 0.16% 0.17% 362 +200 4.85% Q4 2025 Feb 09, 2026
COFG Advisors, LLC History New 4,306 455 0.11% — 363 +4,306 New Q4 2025 Feb 10, 2026
Investmark Advisory Group LLC History No change 4,275 451 0.19% 0.21% 364 0 0.0% Q4 2025 Jan 28, 2026
Kovack Advisors, Inc. History New 4,257 449 0.02% — 365 +4,257 New Q4 2025 Feb 17, 2026
HBK Sorce Advisory LLC History Reduced 5,410 446 0.01% 0.02% 366 -1,577 -22.57% Q4 2025 Feb 09, 2026
NewEdge Wealth, LLC History New 4,204 444 0.01% — 367 +4,204 New Q4 2025 Feb 03, 2026
Maxele Advisors, LLC History Added to 4,180 441 0.36% 0.41% 368 +20 0.48% Q4 2025 Feb 05, 2026
Fortune Financial Group, Inc. History New 3,876 438 0.43% — 370 +3,876 New Q4 2025 Feb 11, 2026
Sandbox Financial Partners, LLC History Added to 4,152 438 0.12% 0.14% 369 +4 0.1% Q4 2025 Jan 07, 2026
Trilogy Capital Inc. History Reduced 4,135 437 0.02% 0.02% 371 -105 -2.48% Q4 2025 Jan 22, 2026
Apeiron RIA LLC History Reduced 4,869 436 0.09% 0.31% 372 -7,250 -59.82% Q4 2025 Feb 03, 2026
FIFTH THIRD BANCORP History No change 4,107 434 0.0% 0.0% 373 0 0.0% Q4 2025 Feb 02, 2026
Modera Wealth Management, LLC History Reduced 4,089 432 0.0% 0.01% 374 -4,679 -53.36% Q4 2025 Jan 21, 2026
360 Financial, Inc. History Reduced 4,097 432 0.13% 0.21% 375 -1,570 -27.7% Q4 2025 Feb 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 4,075 430 0.01% 0.01% 376 -10 -0.24% Q4 2025 Feb 12, 2026
Westfuller Advisors, LLC History No change 4,030 425 0.17% 0.21% 377 0 0.0% Q4 2025 Jan 21, 2026
Cannell & Spears LLC History No change 4,000 422 0.01% 0.01% 378 0 0.0% Q4 2025 Feb 17, 2026
August Group Capital Ltd History New 3,985 421 0.47% — 379 +3,985 New Q4 2025 Feb 12, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 3,971 419 0.12% 0.15% 380 -279 -6.56% Q4 2025 Feb 10, 2026
Matthew Goff Investment Advisor, LLC History No change 3,957 418 0.07% 0.08% 381 0 0.0% Q4 2025 Jan 14, 2026
First Growth Capital LLC History New 4,908 408 0.36% — 382 +4,908 New Q4 2025 Feb 19, 2026
MWA Asset Management History Reduced 3,860 407 0.23% 0.26% 383 -225 -5.51% Q4 2025 Jan 29, 2026
AK GLOBAL ASSET MANAGEMENT, LLC History New 3,825 404 0.35% — 384 +3,825 New Q4 2025 Jan 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 3,820 403 0.01% 0.01% 385 -150 -3.78% Q4 2025 Jan 30, 2026
World Investment Advisors History Added to 3,730 394 0.01% 0.01% 387 +586 18.64% Q4 2025 Mar 12, 2026
RWA WEALTH PARTNERS, LLC History No change 3,730 394 0.0% 0.0% 386 0 0.0% Q4 2025 Feb 12, 2026
Canal Capital Management, LLC History No change 3,735 394 0.06% 0.06% 388 0 0.0% Q4 2025 Jan 06, 2026
Wellington Shields Capital Management, LLC History Reduced 3,725 393 0.06% 0.07% 389 -50 -1.32% Q4 2025 Feb 09, 2026
Arlington Capital Management, Inc. History Reduced 3,694 390 0.24% 0.3% 390 -407 -9.92% Q4 2025 Jan 06, 2026
Ellis Investment Partners, LLC History Added to 3,685 389 0.07% 0.04% 391 +1,730 88.49% Q4 2025 Feb 02, 2026
Colonial Trust Advisors History No change 3,675 388 0.03% 0.03% 392 0 0.0% Q4 2025 Feb 12, 2026
Wagner Wealth Management, Corp History New 3,670 387 0.38% — 393 +3,670 New Q4 2025 Feb 12, 2026
Samalin Investment Counsel, LLC History No change 3,650 385 0.14% 0.14% 394 0 0.0% Q4 2025 Jan 30, 2026
Concurrent Investment Advisors, LLC History Added to 3,598 380 0.0% 0.01% 395 +128 3.69% Q4 2025 Jan 29, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 3,586 379 0.01% 0.01% 397 -236 -6.17% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,595 379 0.0% 0.0% 396 0 0.0% Q4 2025 Feb 12, 2026
Millennium Capital Advisors, LLC History Reduced 3,584 378 0.22% 0.25% 398 -30 -0.83% Q4 2025 Feb 05, 2026
Fortis Capital Management LLC History Reduced 3,540 374 0.05% 0.06% 399 -10 -0.28% Q4 2025 Feb 13, 2026
Northstar Advisory Group, LLC History Reduced 3,512 371 0.13% 0.6% 400 -9,184 -72.34% Q4 2025 Jan 15, 2026
SOA Wealth Advisors, LLC. History Added to 3,495 369 0.06% 0.07% 401 +49 1.42% Q4 2025 Jan 20, 2026
Ironwood Financial, llc History No change 3,405 358 0.06% 0.07% 402 0 0.0% Q4 2025 Jan 15, 2026
CENTAURUS FINANCIAL, INC. History Reduced 3,378 357 0.02% 0.03% 403 -1,364 -28.76% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 3,385 357 0.03% 0.03% 404 +75 2.27% Q4 2025 Jan 23, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Reduced 3,364 355 0.12% 0.59% 405 -12,112 -78.26% Q4 2025 Jan 12, 2026
PINEBRIDGE INVESTMENTS LLC History New 3,368 355 0.0% — 406 +3,368 New Q4 2025 Feb 12, 2026
CEERA INVESTMENTS, LLC History No change 3,350 354 0.14% 0.12% 407 0 0.0% Q4 2025 Feb 09, 2026
Dupree Financial Group, LLC History Reduced 3,317 350 0.13% 0.15% 408 -224 -6.33% Q4 2025 Jan 29, 2026
RB Capital Management, LLC History No change 3,300 348 0.07% 0.08% 409 0 0.0% Q4 2025 Feb 03, 2026
OneAscent Family Office, LLC History Added to 3,287 347 0.24% 0.23% 410 +821 33.29% Q4 2025 Feb 11, 2026
Harbour Wealth Management Group, Inc. History New 3,281 346 0.27% — 412 +3,281 New Q4 2025 Feb 19, 2026
B. Riley Wealth Advisors, Inc. History Reduced 3,275 346 0.02% 0.02% 411 -182 -5.26% Q4 2025 Feb 17, 2026
BBR PARTNERS, LLC History New 3,267 345 0.02% — 413 +3,267 New Q4 2025 Feb 11, 2026
Wealth Advisors of Tampa Bay, LLC History No change 3,268 345 0.12% 0.12% 414 0 0.0% Q4 2025 Feb 09, 2026
SFG Wealth Management, LLC. History No change 3,235 341 0.13% 0.16% 415 0 0.0% Q4 2025 Feb 03, 2026
BlackRock, Inc. History Added to 3,224 340 0.0% 0.0% 417 +114 3.67% Q4 2025 Feb 12, 2026
Turim 21 Investimentos Ltda. History No change 46,100 340 0.13% 0.11% 416 0 0.0% Q4 2025 Feb 17, 2026
Garrett Wealth Advisory Group, LLC History No change 3,201 338 0.06% 0.07% 418 0 0.0% Q4 2025 Feb 04, 2026
Jefferies Financial Group Inc. History Reduced 3,183 336 0.0% 0.03% 419 -50,864 -94.11% Q4 2025 Feb 09, 2026
South Shore Capital Advisors History New 3,187 336 0.25% — 420 +3,187 New Q4 2025 Jan 21, 2026
Kingsman Wealth Management, Inc. History No change 3,175 335 0.18% 0.2% 421 0 0.0% Q4 2025 Jan 22, 2026
Arete Wealth Advisors, LLC History Added to 3,161 334 0.02% 0.02% 423 +670 26.9% Q4 2025 Feb 13, 2026
FIRST FOUNDATION ADVISORS History Reduced 3,162 334 0.01% 0.01% 422 -95 -2.92% Q4 2025 Feb 04, 2026
Avestar Capital, LLC History Reduced 3,035 320 0.02% 0.48% 424 -60,595 -95.23% Q4 2025 Feb 10, 2026
Tempus Wealth Planning, LLC History Reduced 3,024 319 0.07% 0.08% 427 -178 -5.56% Q4 2025 Jan 16, 2026
Abbot Financial Management, Inc. History Reduced 3,025 319 0.13% 0.15% 425 -75 -2.42% Q4 2025 Feb 13, 2026
Soltis Investment Advisors LLC History No change 3,026 319 0.02% 0.02% 426 0 0.0% Q4 2025 Apr 02, 2026
Interchange Capital Partners, LLC History No change 3,011 318 0.06% 0.07% 428 0 0.0% Q4 2025 Jan 30, 2026
Expressive Wealth LLC History New 3,007 317 0.34% — 430 +3,007 New Q4 2025 Feb 09, 2026
Gruss & Co., LLC History No change 3,000 317 0.7% 0.9% 429 0 0.0% Q4 2025 Feb 10, 2026
Harvest Investment Services, LLC History Added to 2,995 316 0.06% 0.07% 431 +111 3.85% Q4 2025 Feb 17, 2026
Daviman Financial, LLC History New 2,959 312 0.18% — 433 +2,959 New Q4 2025 Feb 06, 2026
Tranquilli Financial Advisor LLC History Reduced 2,960 312 0.18% 0.2% 432 -19 -0.64% Q4 2025 Jan 27, 2026
Mission Creek Capital Partners, Inc. History Reduced 2,947 311 0.06% 0.08% 434 -378 -11.37% Q4 2025 Feb 12, 2026
Purus Wealth Management, LLC History Reduced 2,945 311 0.1% 0.12% 435 -362 -10.95% Q4 2025 Jan 27, 2026
TWO SIGMA SECURITIES, LLC History New 2,940 310 0.04% — 436 +2,940 New Q4 2025 Feb 17, 2026
Blue Chip Partners, LLC History Added to 2,937 310 0.02% 0.02% 437 +69 2.41% Q4 2025 Feb 18, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History New 2,925 309 0.01% — 438 +2,925 New Q4 2025 Feb 03, 2026
TRUE Private Wealth Advisors History Reduced 2,930 309 0.03% 0.03% 440 -13 -0.44% Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History No change 2,925 309 0.01% 0.01% 439 0 0.0% Q4 2025 Feb 10, 2026
ABLE Financial Group, LLC History Reduced 2,920 308 0.06% 0.07% 441 -74 -2.47% Q4 2025 Jan 23, 2026
CHOREO, LLC History Added to 2,866 306 0.0% 0.0% 442 +519 22.11% Q4 2025 Jan 23, 2026
APS Management Group, Inc. History Reduced 2,887 305 0.26% 0.3% 443 -268 -8.49% Q4 2025 Jan 28, 2026
Sequoia Financial Advisors, LLC History No change 2,878 304 0.0% 0.0% 444 0 0.0% Q4 2025 Feb 03, 2026
Perigon Wealth Management, LLC History Reduced 2,834 299 0.01% 0.01% 445 -518 -15.45% Q4 2025 Jan 16, 2026
Cypress Capital Management LLC (WY) History Reduced 2,825 298 0.28% 0.31% 446 -105 -3.58% Q4 2025 Feb 09, 2026
Clark Asset Management, LLC History No change 2,795 295 0.03% 0.04% 447 0 0.0% Q4 2025 Jan 27, 2026
SIGNATUREFD, LLC History Added to 2,791 294 0.0% 0.0% 448 +859 44.46% Q4 2025 Jan 20, 2026
Outlook Wealth Advisors, LLC History Reduced 2,782 294 0.07% 0.08% 449 -150 -5.12% Q4 2025 Feb 11, 2026
Lotus Technology Management, LP History New 2,728 288 0.16% — 452 +2,728 New Q4 2025 Feb 17, 2026
Garde Capital, Inc. History No change 2,732 288 0.02% 0.02% 450 0 0.0% Q4 2025 Feb 10, 2026
Dakota Wealth Management History No change 2,725 288 0.01% 0.01% 451 0 0.0% Q4 2025 Jan 13, 2026
Sequent Planning LLC History Reduced 2,710 286 0.07% 0.09% 454 -2 -0.07% Q4 2025 Feb 05, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 2,711 286 0.08% 0.09% 453 0 0.0% Q4 2025 Jan 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 2,703 285 0.01% 0.0% 455 +559 26.07% Q4 2025 Feb 12, 2026
N.E.W. Advisory Services LLC History Added to 2,671 282 0.02% 0.02% 456 +242 9.96% Q4 2025 Jan 28, 2026
Ameritas Advisory Services, LLC History Added to 2,621 277 0.01% 0.01% 457 +1,906 266.57% Q4 2025 Feb 04, 2026
AIRE ADVISORS, LLC History Reduced 2,623 277 0.05% 0.06% 458 -127 -4.62% Q4 2025 Feb 17, 2026
Asset One Wealth Management LLC History New 3,077 275 0.04% — 461 +3,077 New Q4 2025 Feb 17, 2026
HUB Investment Partners, LLC History Reduced 2,602 275 0.01% 0.01% 459 -38 -1.44% Q4 2025 Feb 17, 2026
Merkkuri Wealth Advisors LLC History No change 2,606 275 0.19% 0.22% 460 0 0.0% Q4 2025 Jan 29, 2026
Hanson & Doremus Investment Management History No change 2,540 268 0.03% 0.04% 462 0 0.0% Q4 2025 Jan 20, 2026
Essex Bank History No change 2,525 266 0.06% 0.07% 463 0 0.0% Q4 2025 Feb 02, 2026
Edgestream Partners, L.P. History Reduced 2,500 264 0.01% 0.02% 465 -2,720 -52.11% Q4 2025 Feb 13, 2026
MIDDLETON & CO INC/MA History No change 2,500 264 0.03% 0.03% 464 0 0.0% Q4 2025 Jan 29, 2026
Transcendent Capital Group LLC History No change 2,500 264 0.12% 0.13% 466 0 0.0% Q4 2025 Jan 26, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 2,464 260 0.04% 0.04% 467 0 0.0% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 2,431 256 0.0% 0.01% 469 -1,774 -42.19% Q4 2025 Feb 11, 2026
Ayalon Insurance Comp Ltd. History No change 2,425 256 0.06% 0.07% 468 0 0.0% Q4 2025 Jan 12, 2026
TCV Trust & Wealth Management, Inc. History No change 2,375 251 0.02% 0.02% 470 0 0.0% Q4 2025 Jan 23, 2026
Ceeto Capital Group, LLC History No change 2,375 251 0.07% 0.08% 471 0 0.0% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 2,366 250 0.0% 0.01% 472 +32 1.37% Q4 2025 Feb 11, 2026
VestGen Advisors, LLC History Reduced 2,362 249 0.01% 0.03% 473 -4,574 -65.95% Q4 2025 Feb 17, 2026
NIXON PEABODY TRUST CO History No change 2,328 246 0.02% 0.02% 474 0 0.0% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,318 244 0.0% — 475 +2,318 New Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 2,297 242 0.01% 0.01% 476 +118 5.42% Q4 2025 Feb 02, 2026
Global Trust Asset Management, LLC History Reduced 2,275 240 0.09% 0.5% 477 -7,310 -76.26% Q4 2025 Jan 20, 2026
Ring Mountain Capital, LLC History Reduced 2,441 240 0.12% 0.16% 478 -123 -4.8% Q4 2025 Jan 27, 2026
NWAM LLC History Reduced 2,397 236 0.01% 0.08% 479 -10,810 -81.85% Q4 2025 Feb 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 2,233 236 0.01% 0.04% 480 -3,423 -60.52% Q4 2025 Jan 28, 2026
COOKSON PEIRCE & CO INC History Reduced 2,232 235 0.01% 0.01% 481 -22 -0.98% Q4 2025 Feb 11, 2026
BEACON FINANCIAL GROUP History New 2,223 234 0.02% — 482 +2,223 New Q4 2025 Apr 01, 2026
Retirement Planning Co of New England, Inc. History Reduced 2,200 232 0.09% 0.1% 484 -50 -2.22% Q4 2025 Jan 28, 2026
MMBG INVESTMENT ADVISORS CO. History No change 2,200 232 0.02% 0.02% 483 0 0.0% Q4 2025 Feb 09, 2026
Eldridge Investment Advisors, Inc. History Reduced 2,189 231 0.05% 0.2% 486 -5,515 -71.59% Q4 2025 Feb 11, 2026
Busey Bank History No change 2,190 231 0.01% 0.01% 485 0 0.0% Q4 2025 Jan 27, 2026
Pictet Asset Management Holding SA History No change 2,184 230 0.0% 0.0% 487 0 0.0% Q4 2025 Jan 29, 2026
Ark Wealth Advisors LLC History New 2,170 229 0.25% — 488 +2,170 New Q4 2025 Feb 18, 2026
BROWN ADVISORY INC History No change 2,160 228 0.0% 0.0% 489 0 0.0% Q4 2025 Feb 13, 2026
BIP Wealth, LLC History New 2,157 227 0.01% — 490 +2,157 New Q4 2025 Jan 21, 2026
Financial Life Planners History Added to 2,156 227 0.16% 0.16% 491 +132 6.52% Q4 2025 Jan 29, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 224 0.1% 0.1% 492 -2,134 -100.0% Q3 2025 Nov 14, 2025
McGuire Investment Group, LLC History No change 2,107 222 0.02% 0.03% 493 0 0.0% Q4 2025 Jan 26, 2026
LPWM LLC History Reduced 2,095 221 0.06% 0.07% 494 -180 -7.91% Q4 2025 Jan 06, 2026
BlackDiamond Wealth Management, LLC History New 2,598 220 0.11% — 495 +2,598 New Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History New 2,081 219 0.0% — 497 +2,081 New Q4 2025 Feb 12, 2026
Williams Jones Wealth Management, LLC. History No change 2,077 219 0.0% 0.0% 496 0 0.0% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Reduced 2,064 218 0.0% 0.01% 499 -808 -28.13% Q4 2025 Feb 09, 2026
First International Bank of Israel Ltd. History Added to 2,069 218 0.1% 0.13% 500 +99 5.03% Q4 2025 Feb 12, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 2,065 218 0.02% 0.03% 498 0 0.0% Q4 2025 Jan 26, 2026
Vontobel Holding Ltd. History Reduced 2,050 216 0.0% 0.0% 501 -2,095 -50.54% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Reduced 2,041 215 0.0% 0.0% 502 -100 -4.67% Q4 2025 Feb 13, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,028 214 0.03% 0.03% 503 0 0.0% Q4 2025 Jan 12, 2026
Cadence Bank History No change 2,022 213 0.01% 0.01% 504 0 0.0% Q4 2025 Jan 30, 2026
KTF INVESTMENTS, LLC History New 2,000 211 0.03% — 506 +2,000 New Q4 2025 Jan 30, 2026
Running Point Capital Advisors, LLC History No change 2,000 211 0.06% 0.06% 505 0 0.0% Q4 2025 Feb 17, 2026
GPS Wealth Strategies Group, LLC History Reduced 1,982 209 0.18% 0.18% 507 -12,443 -86.26% Q4 2025 Feb 06, 2026
DMC Group, LLC History Reduced 1,980 209 0.14% 0.24% 509 -988 -33.29% Q4 2025 Jan 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 1,980 209 0.01% 0.02% 508 -440 -18.18% Q4 2025 Jan 23, 2026
Arkadios Wealth Advisors History Added to 1,974 208 0.0% 0.01% 510 +100 5.34% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Added to 1,968 207 0.0% 0.0% 511 +159 8.79% Q4 2025 Feb 03, 2026
Whalen Wealth Management Inc. History New 1,955 206 0.11% — 512 +1,955 New Q4 2025 Jan 20, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 1,957 206 0.09% 0.1% 513 +69 3.65% Q4 2025 Feb 02, 2026
Russell Investments Group, Ltd. History Reduced 1,918 202 0.0% 0.0% 514 -359 -15.77% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Reduced 1,895 200 0.01% 0.24% 515 -35,248 -94.9% Q4 2025 Jan 20, 2026
High Note Wealth, LLC History No change 1,885 199 0.04% 0.04% 516 0 0.0% Q4 2025 Feb 05, 2026
TFC Financial Management, Inc. History New 1,875 198 0.02% — 517 +1,875 New Q4 2025 Jan 23, 2026
Comprehensive Financial Planning, Inc./PA History No change 1,875 198 0.13% 0.15% 518 0 0.0% Q4 2025 Feb 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,870 197 0.0% 0.0% 519 0 0.0% Q4 2025 Jan 22, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 1,800 190 0.0% 0.03% 520 -83,243 -97.88% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Reduced 1,750 184 0.01% 0.03% 521 -1,832 -51.14% Q4 2025 Jan 29, 2026
Colonial Trust Co / SC History Reduced 1,680 177 0.02% 0.04% 522 -675 -28.66% Q4 2025 Feb 12, 2026
Cheviot Value Management, LLC History No change 1,800 174 0.02% 0.02% 523 0 0.0% Q4 2025 Feb 03, 2026
Financial Freedom, LLC History No change 1,637 173 0.09% 0.09% 524 0 0.0% Q4 2025 Feb 17, 2026
Merited Wealth, LLC History New 1,595 168 0.16% — 525 +1,595 New Q4 2025 Mar 26, 2026
SG Americas Securities, LLC History New 1,511 160 0.0% — 526 +1,511 New Q4 2025 Jan 09, 2026
Smartleaf Asset Management LLC History Reduced 1,478 158 0.01% 0.09% 527 -10,460 -87.62% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 1,421 150 0.0% 0.08% 528 -22,448 -94.05% Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 1,385 146 0.01% 0.08% 529 -14,954 -91.52% Q4 2025 Jan 21, 2026
Copia Wealth Management History Reduced 1,387 146 0.1% 0.12% 530 -14 -1.0% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Added to 1,353 142 0.0% 0.0% 531 +220 19.42% Q4 2025 Feb 09, 2026
LOM Asset Management Ltd History Added to 1,200 126 0.04% 0.02% 532 +500 71.43% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Reduced 1,140 120 0.0% 0.0% 533 -348 -23.39% Q4 2025 Feb 06, 2026
Advocate Investing Services LLC History New 1,100 116 0.1% — 534 +1,100 New Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History Reduced 1,089 115 0.01% 0.01% 535 -11 -1.0% Q4 2025 Feb 10, 2026
Harbor Asset Planning, Inc. History No change 1,077 113 0.1% 0.11% 536 0 0.0% Q4 2025 Jan 26, 2026
Glen Eagle Advisors, LLC History Added to 1,006 106 0.01% 0.01% 538 +94 10.31% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History No change 1,010 106 0.0% 0.0% 537 0 0.0% Q4 2025 Jan 28, 2026
Deane Retirement Strategies, Inc. History Added to 919 97 0.04% 0.03% 539 +328 55.5% Q4 2025 Jan 28, 2026
FIRST HORIZON CORP History No change 904 95 0.0% 0.0% 540 0 0.0% Q4 2025 Jan 27, 2026
Plante Moran Financial Advisors, LLC History No change 905 95 0.01% 0.01% 541 0 0.0% Q4 2025 Feb 05, 2026
Planning Project LLC History New 895 94 0.02% — 544 +895 New Q4 2025 Feb 12, 2026
Hurley Capital, LLC History No change 895 94 0.05% 0.06% 542 0 0.0% Q4 2025 Feb 17, 2026
Winthrop Capital Management, LLC History No change 885 94 0.02% 0.02% 543 0 0.0% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History No change 870 91 0.0% 0.0% 545 0 0.0% Q4 2025 Jan 13, 2026
FAS Wealth Partners, Inc. History No change 850 89 0.01% 0.01% 546 0 0.0% Q4 2025 Feb 18, 2026
Murphy & Mullick Capital Management Corp History No change 817 86 0.06% 0.07% 547 0 0.0% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 772 81 0.0% 0.0% 548 -52 -6.31% Q4 2025 Jan 07, 2026
Tanglewood Legacy Advisors, LLC History No change 775 81 0.03% 0.03% 549 0 0.0% Q4 2025 Feb 06, 2026
Rossmore Private Capital History New 733 77 0.01% — 550 +733 New Q4 2025 Feb 05, 2026
ELEVATION WEALTH PARTNERS, LLC History New 716 75 0.03% — 551 +716 New Q4 2025 Jan 09, 2026
Capital Investment Counsel, Inc History New 705 74 0.01% — 552 +705 New Q4 2025 Jan 23, 2026
Fourth Dimension Wealth, LLC History No change 682 72 0.03% 0.03% 553 0 0.0% Q4 2025 Feb 04, 2026
SouthState Bank Corp History No change 655 69 0.0% 0.0% 554 0 0.0% Q4 2025 Feb 11, 2026
Wellington Shields & Co., LLC History No change 650 68 0.02% 0.02% 555 0 0.0% Q4 2025 Feb 09, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 625 66 0.01% 0.01% 556 0 0.0% Q4 2025 Feb 09, 2026
GLENMEDE TRUST CO NA History New 576 60 0.0% — 557 +576 New Q4 2025 Feb 17, 2026
Addison Advisors LLC History No change 565 59 0.01% 0.01% 558 0 0.0% Q4 2025 Feb 06, 2026
Aventura Private Wealth, LLC History No change 562 59 0.02% 0.02% 559 0 0.0% Q4 2025 Jan 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 540 57 0.0% 0.0% 560 0 0.0% Q4 2025 Feb 03, 2026
Investors Research Corp History No change 525 55 0.01% 0.01% 561 0 0.0% Q4 2025 Jan 06, 2026
Union Bancaire Privee, UBP SA History Reduced 625 54 0.0% 0.01% 562 -3,086 -83.16% Q4 2025 Jan 05, 2026
Manchester Capital Management LLC History No change 500 52 0.01% 0.01% 563 0 0.0% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History No change 500 52 0.01% 0.02% 564 0 0.0% Q4 2025 Jan 15, 2026
Founders Financial Alliance, LLC History Reduced 485 51 0.01% 0.02% 565 -510 -51.26% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 480 50 0.0% 0.0% 566 -55 -10.28% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History Reduced 473 50 0.01% 0.01% 567 -18 -3.67% Q4 2025 Jan 29, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 468 49 0.01% 0.01% 568 +47 11.16% Q4 2025 Feb 17, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 458 48 0.01% — 569 +458 New Q4 2025 Feb 09, 2026
WEBSTER BANK, N. A. History No change 450 47 0.0% 0.0% 570 0 0.0% Q4 2025 Jan 23, 2026
JFS WEALTH ADVISORS, LLC History Added to 440 46 0.0% 0.0% 571 +355 417.65% Q4 2025 Jan 14, 2026
Redwood Park Advisors LLC History Reduced 444 46 0.03% 0.04% 572 -50 -10.12% Q4 2025 Feb 17, 2026
Fairscale Capital, LLC History No change 420 44 0.03% 0.03% 573 0 0.0% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 428 42 0.0% 0.0% 575 +400 1428.57% Q4 2025 Jan 21, 2026
IFC & Insurance Marketing, Inc. History New 400 42 0.04% — 576 +400 New Q4 2025 Feb 12, 2026
TRUST CO OF VERMONT History No change 400 42 0.0% 0.0% 574 0 0.0% Q4 2025 Jan 16, 2026
Bogart Wealth, LLC History Added to 395 41 0.0% 0.0% 577 +129 48.5% Q4 2025 Jan 30, 2026
Morse Asset Management, Inc History Added to 373 39 0.01% 0.01% 579 +2 0.54% Q4 2025 Feb 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 375 39 0.0% 0.0% 578 0 0.0% Q4 2025 Feb 13, 2026
CX Institutional History Reduced 364 38 0.0% 0.0% 580 -63 -14.75% Q4 2025 Feb 02, 2026
MARINER INVESTMENT GROUP LLC History No change 50,000 37 0.0% 0.03% 581 0 0.0% Q4 2025 Feb 25, 2026
CAMBIENT FAMILY OFFICE, LLC History New 350 36 0.01% — 582 +350 New Q4 2025 Feb 20, 2026
BARRETT & COMPANY, INC. History Added to 323 34 0.01% 0.01% 583 +100 44.84% Q4 2025 Jan 28, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 315 33 0.0% 0.0% 584 0 0.0% Q4 2025 Jan 23, 2026
Anchor Investment Management, LLC History No change 315 33 0.0% 0.0% 585 0 0.0% Q4 2025 Feb 26, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 305 32 0.0% 0.0% 586 0 0.0% Q4 2025 Feb 06, 2026
MONTAG A & ASSOCIATES INC History Reduced 300 31 0.0% 0.0% 587 -380 -55.88% Q4 2025 Feb 02, 2026
Crewe Advisors LLC History Added to 293 30 0.0% 0.0% 588 +1 0.34% Q4 2025 Jan 16, 2026
Archer Investment Corp History Reduced 290 30 0.01% 0.01% 589 -1 -0.34% Q4 2025 Jan 30, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 275 29 0.0% 0.0% 590 -50 -15.38% Q4 2025 Feb 13, 2026
PINNEY & SCOFIELD, INC. History No change 280 29 0.02% 0.02% 591 0 0.0% Q4 2025 Feb 13, 2026
Pflug Koory, LLC History No change 265 28 0.01% 0.01% 592 0 0.0% Q4 2025 Jan 20, 2026
GODSEY & GIBB, INC History No change 260 27 0.0% 0.0% 593 0 0.0% Q4 2025 Jan 27, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 247 26 0.0% 0.0% 594 0 0.0% Q4 2025 Feb 12, 2026
Chung Wu Investment Group, LLC History No change 250 26 0.02% 0.02% 595 0 0.0% Q4 2025 Feb 02, 2026
EASTERN BANK History New 229 24 0.0% — 596 +229 New Q4 2025 Jan 14, 2026
Newbridge Financial Services Group, Inc. History Reduced 220 23 0.0% 0.01% 598 -125 -36.23% Q4 2025 Jan 21, 2026
Princeton Global Asset Management LLC History No change 225 23 0.0% 0.0% 597 0 0.0% Q4 2025 Jan 20, 2026
Capital Investment Advisory Services, LLC History No change 210 22 0.0% 0.0% 599 0 0.0% Q4 2025 Jan 21, 2026
Darwin Wealth Management, LLC History No change 207 21 0.01% 0.01% 600 0 0.0% Q4 2025 Jan 22, 2026
Rosenberg Matthew Hamilton History No change 200 21 0.0% 0.0% 601 0 0.0% Q4 2025 Jan 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 194 20 0.01% — 602 +194 New Q4 2025 Jan 20, 2026
GAMMA Investing LLC History Added to 195 20 0.0% 0.0% 604 +80 69.57% Q4 2025 Jan 05, 2026
Byrne Asset Management LLC History No change 190 20 0.01% 0.01% 603 0 0.0% Q4 2025 Jan 12, 2026
Financial Perspectives, Inc History No change 170 17 0.0% 0.01% 605 0 0.0% Q4 2025 Jan 28, 2026
VISION FINANCIAL MARKETS LLC History No change 151 15 0.02% 0.01% 606 0 0.0% Q4 2025 Jan 22, 2026
Coastline Trust Co History No change 125 13 0.0% 0.0% 607 0 0.0% Q4 2025 Jan 05, 2026
Biltmore Family Office, LLC History No change 125 13 0.0% 0.0% 608 0 0.0% Q4 2025 Feb 04, 2026
Greykasell Wealth Strategies, Inc. History No change 129 13 0.01% 0.01% 609 0 0.0% Q4 2025 Feb 11, 2026
Navalign, LLC History New 120 12 0.0% — 612 +120 New Q4 2025 Feb 05, 2026
Silicon Valley Capital Partners History No change 120 12 0.0% 0.0% 610 0 0.0% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History No change 115 12 0.0% 0.0% 611 0 0.0% Q4 2025 Feb 13, 2026
IMG Wealth Management, Inc. History No change 115 12 0.01% 0.01% 613 0 0.0% Q4 2025 Feb 05, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 115 12 0.0% 0.0% 614 0 0.0% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History No change 100 11 0.0% 0.0% 615 0 0.0% Q4 2025 Feb 05, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 110 11 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 100 10 0.01% 0.01% 620 +20 25.0% Q4 2025 Feb 10, 2026
Westside Investment Management, Inc. History No change 100 10 0.0% 0.0% 617 0 0.0% Q4 2025 Jan 23, 2026
Founders Capital Management History No change 100 10 0.01% 0.01% 618 0 0.0% Q4 2025 Jan 15, 2026
Nemes Rush Group LLC History No change 96 10 0.0% 0.0% 619 0 0.0% Q4 2025 Feb 11, 2026
Navigoe, LLC History No change 96 10 0.01% 0.01% 621 0 0.0% Q4 2025 Feb 03, 2026
Clark Wealth Partners History No change 102 10 0.01% 0.01% 622 0 0.0% Q4 2025 Feb 04, 2026
Strive Financial Group ,LLC History New 94 9 0.0% — 623 +94 New Q4 2025 Feb 18, 2026
Allspring Global Investments Holdings, LLC History New 75 7 0.0% — 625 +75 New Q4 2025 Jan 15, 2026
Kingdom Financial Group LLC. History New 75 7 0.0% — 626 +75 New Q4 2025 Feb 06, 2026
NorthAvenue LLC History New 68 7 0.01% — 627 +68 New Q4 2025 Apr 02, 2026
DUNCKER STREETT & CO INC History No change 70 7 0.0% 0.0% 624 0 0.0% Q4 2025 Jan 27, 2026
Hilltop National Bank History New 60 6 0.0% — 630 +60 New Q4 2025 Jan 07, 2026
EPG Wealth Management LLC History No change 66 6 0.0% 0.0% 628 0 0.0% Q4 2025 Jan 28, 2026
Central Pacific Bank - Trust Division History No change 66 6 0.0% 0.0% 629 0 0.0% Q4 2025 Jan 07, 2026
SageView Advisory Group, LLC History New 50 5 0.0% — 631 +50 New Q4 2025 Feb 17, 2026
Tidemark, LLC History No change 55 5 0.0% 0.0% 632 0 0.0% Q4 2025 Feb 10, 2026
Perkins Coie Trust Co History No change 45 4 0.0% 0.0% 633 0 0.0% Q4 2025 Jan 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 40 4 0.0% 0.0% 634 0 0.0% Q4 2025 Feb 27, 2026
Atlantic Union Bankshares Corp History No change 35 3 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 04, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 28 3 0.0% 0.0% 636 0 0.0% Q4 2025 Feb 09, 2026
Millstone Evans Group, LLC History No change 37 3 0.0% 0.0% 637 0 0.0% Q4 2025 Feb 02, 2026
Blue Trust, Inc. History Reduced 23 2 0.0% 0.0% 639 -55 -70.51% Q4 2025 Jan 16, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 25 2 0.0% 0.0% 638 -15 -37.5% Q4 2025 Jan 14, 2026
Laurel Wealth Advisors LLC History New 15 1 0.0% — 642 +15 New Q4 2025 Jan 30, 2026
Elevated Capital Advisors, LLC History New 10 1 0.0% — 643 +10 New Q4 2025 Jan 27, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 1 0.0% 0.0% 640 0 0.0% Q4 2025 Feb 09, 2026
Moisand Fitzgerald Tamayo, LLC History No change 10 1 0.0% 0.0% 641 0 0.0% Q4 2025 Jan 14, 2026
Nan Shan Life Insurance Co., Ltd. History Closed out 0 0 — 1.53% — -627,527 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 — 0.22% — -400,000 -100.0% Q3 2025 Nov 14, 2025
Anfield Capital Management, LLC History Closed out 0 0 — 6.17% — -182,292 -100.0% Q3 2025 Nov 12, 2025
Private Capital Advisors, Inc. History Closed out 0 0 — 2.0% — -156,320 -100.0% Q3 2025 Nov 12, 2025
Jump Financial, LLC History Closed out 0 0 — 0.21% — -152,095 -100.0% Q3 2025 Nov 13, 2025
Hudson Bay Capital Management LP History Closed out 0 0 — 0.05% — -140,200 -100.0% Q3 2025 Dec 15, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 — 0.07% — -100,013 -100.0% Q3 2025 Nov 14, 2025
Waratah Capital Advisors Ltd. History Closed out 0 0 — 0.2% — -100,000 -100.0% Q3 2025 Nov 10, 2025
AVALON CAPITAL MANAGEMENT History Closed out 0 0 — 2.41% — -85,450 -100.0% Q3 2025 Oct 22, 2025
Caption Management, LLC History Closed out 0 0 — 0.08% — -85,000 -100.0% Q3 2025 Nov 14, 2025
Dash Acquisitions Inc. History Closed out 0 0 — 1.79% — -78,346 -100.0% Q3 2025 Oct 31, 2025
Sender Co & Partners, Inc. History Closed out 0 0 — 0.87% — -69,100 -100.0% Q3 2025 Nov 17, 2025
Atom Investors LP History Closed out 0 0 — 0.58% — -66,735 -100.0% Q3 2025 Nov 14, 2025
PRUDENTIAL PLC History Closed out 0 0 — 0.06% — -65,333 -100.0% Q3 2025 Nov 14, 2025
Sage Advisory Services, Ltd.Co. History Closed out 0 0 — 3.48% — -57,670 -100.0% Q3 2025 Nov 06, 2025
BlueCrest Capital Management Ltd History Closed out 0 0 — 9.46% — -46,000 -100.0% Q3 2025 Feb 17, 2026
Maven Securities LTD History Closed out 0 0 — 0.11% — -39,942 -100.0% Q3 2025 Nov 20, 2025
Members Advisory Group LLC History Closed out 0 0 — 1.52% — -37,358 -100.0% Q3 2025 Oct 22, 2025
JACKSON SQUARE CAPITAL, LLC History Closed out 0 0 — 0.88% — -35,192 -100.0% Q3 2025 Oct 09, 2025
BXM Wealth LLC History New 33,292 0 — — — +33,292 New Q4 2025 Jan 20, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Closed out 0 0 — 1.46% — -29,879 -100.0% Q3 2025 Nov 12, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.13% — -29,059 -100.0% Q3 2025 Nov 14, 2025
FDx Advisors, Inc. History Closed out 0 0 — 0.98% — -28,203 -100.0% Q3 2025 Nov 04, 2025
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 — 0.04% — -27,905 -100.0% Q3 2025 Nov 14, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.1% — -21,534 -100.0% Q3 2025 Nov 14, 2025
LEUTHOLD GROUP, LLC History Closed out 0 0 — 0.25% — -20,069 -100.0% Q3 2025 Nov 06, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 1.35% — -18,659 -100.0% Q3 2025 Oct 15, 2025
HARMONY ASSET MANAGEMENT LLC History Closed out 0 0 — 0.67% — -16,999 -100.0% Q3 2025 Nov 05, 2025
Runnymede Capital Advisors, Inc. History Closed out 0 0 — 1.5% — -15,842 -100.0% Q3 2025 Nov 05, 2025
MONECO ADVISORS, LLC History Closed out 0 0 — 0.13% — -13,918 -100.0% Q3 2025 Nov 05, 2025
Columbus Macro, LLC History Closed out 0 0 — 0.18% — -13,674 -100.0% Q3 2025 Oct 16, 2025
XTX Topco Ltd History Closed out 0 0 — 0.08% — -13,559 -100.0% Q3 2025 Nov 14, 2025
Quantum Portfolio Management LLC History Closed out 0 0 — 0.44% — -12,930 -100.0% Q3 2025 Oct 29, 2025
Parallax Volatility Advisers, L.P. History Closed out 0 0 — 0.0% — -12,600 -100.0% Q3 2025 Nov 14, 2025
Main Street Financial Solutions, LLC History Closed out 0 0 — 0.09% — -11,715 -100.0% Q3 2025 Nov 14, 2025
SANDERS MORRIS HARRIS LLC History Closed out 0 0 — 0.17% — -11,100 -100.0% Q3 2025 Oct 07, 2025
CARY STREET PARTNERS FINANCIAL LLC History Closed out 0 0 — 0.03% — -10,929 -100.0% Q3 2025 Nov 10, 2025
SummitTX Capital, L.P. History Closed out 0 0 — 0.05% — -10,833 -100.0% Q3 2025 Nov 14, 2025
Belpointe Asset Management LLC History Closed out 0 0 — 0.05% — -10,766 -100.0% Q3 2025 Nov 03, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 — 5.34% — -10,000 -100.0% Q3 2025 Dec 09, 2025
BYRNE FINANCIAL FREEDOM, LLC History Closed out 0 0 — 0.52% — -9,106 -100.0% Q3 2025 Nov 14, 2025
Walleye Trading LLC History Closed out 0 0 — 0.0% — -7,500 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -6,686 -100.0% Q3 2025 Nov 14, 2025
Quantitative Investment Management, LLC History Closed out 0 0 — 0.1% — -6,083 -100.0% Q3 2025 Nov 13, 2025
Voya Financial Advisors, Inc. History Closed out 0 0 — 0.07% — -6,082 -100.0% Q3 2025 Oct 09, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.0% — -5,656 -100.0% Q3 2025 Nov 14, 2025
Pinnacle Family Advisors, LLC History Closed out 0 0 — 0.24% — -4,852 -100.0% Q3 2025 Nov 14, 2025
Cynosure Group, LLC History Closed out 0 0 — 0.05% — -4,200 -100.0% Q3 2025 Nov 13, 2025
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Closed out 0 0 — 0.11% — -4,200 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -4,188 -100.0% Q3 2025 Nov 10, 2025
Weiss Asset Management LP History Closed out 0 0 — 0.16% — -3,988 -100.0% Q3 2025 Feb 17, 2026
ORG Partners LLC History Closed out 0 0 — 0.07% — -3,500 -100.0% Q3 2025 Oct 24, 2025
Bullseye Investment Management, LLC History Closed out 0 0 — 0.16% — -3,008 -100.0% Q3 2025 Feb 02, 2026
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.05% — -2,933 -100.0% Q3 2025 Nov 13, 2025
Waterloo Capital, L.P. History Closed out 0 0 — 0.02% — -2,929 -100.0% Q3 2025 Nov 05, 2025
KWB Wealth History Closed out 0 0 — 0.03% — -2,805 -100.0% Q3 2025 Oct 08, 2025
Accredited Investors Inc. History Closed out 0 0 — 0.02% — -2,568 -100.0% Q3 2025 Oct 30, 2025
SeaCrest Wealth Management, LLC History Closed out 0 0 — 0.03% — -2,450 -100.0% Q3 2025 Nov 13, 2025
Argyle Capital Partners, LLC History Closed out 0 0 — 0.19% — -2,338 -100.0% Q3 2025 Nov 14, 2025
Kraft, Davis & Associates, LLC History Closed out 0 0 — 0.06% — -2,285 -100.0% Q3 2025 Nov 05, 2025
Confluence Wealth Services, Inc. History Closed out 0 0 — 0.01% — -2,175 -100.0% Q3 2025 Oct 28, 2025
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 0.0% — -2,141 -100.0% Q3 2025 Oct 23, 2025
Baltimore-Washington Financial Advisors, Inc. History Closed out 0 0 — 0.01% — -2,041 -100.0% Q3 2025 Nov 12, 2025
MBA Advisors LLC History Closed out 0 0 — 0.1% — -2,014 -100.0% Q3 2025 Oct 28, 2025
Alpine Global Management, LLC History Closed out 0 0 — 0.05% — -2,003 -100.0% Q3 2025 Nov 21, 2025
Fortis Capital Advisors, LLC History Closed out 0 0 — 0.04% — -2,000 -100.0% Q3 2025 Oct 31, 2025
DAYMARK WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -1,995 -100.0% Q3 2025 Oct 22, 2025
TAGStone Capital, Inc. History Closed out 0 0 — 0.09% — -1,991 -100.0% Q3 2025 Nov 05, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -1,962 -100.0% Q3 2025 Oct 14, 2025
Winthrop Advisory Group LLC History Closed out 0 0 — 0.02% — -1,912 -100.0% Q3 2025 Oct 24, 2025
Astoria Portfolio Advisors LLC. History Closed out 0 0 — 0.06% — -1,905 -100.0% Q3 2025 Oct 09, 2025
FLORIDA FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.07% — -1,905 -100.0% Q3 2025 Nov 07, 2025
Csenge Advisory Group History Closed out 0 0 — 0.01% — -1,903 -100.0% Q3 2025 Oct 28, 2025
Stratos Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -1,872 -100.0% Q3 2025 Nov 06, 2025
M&T BANK CORP History Closed out 0 0 — 0.0% — -1,870 -100.0% Q3 2025 Nov 14, 2025
NORDEN GROUP LLC History Closed out 0 0 — 0.02% — -1,865 -100.0% Q3 2025 Oct 15, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.04% — -1,860 -100.0% Q3 2025 Oct 28, 2025
MEMBERS WEALTH LLC History Closed out 0 0 — 0.13% — -1,851 -100.0% Q3 2025 Nov 13, 2025
CFS Investment Advisory Services, LLC History Closed out 0 0 — 0.02% — -1,834 -100.0% Q3 2025 Oct 31, 2025
Grant Private Wealth Management Inc History Closed out 0 0 — 0.13% — -1,830 -100.0% Q3 2025 Oct 07, 2025
Golden State Equity Partners History Closed out 0 0 — 0.04% — -1,827 -100.0% Q3 2025 Oct 21, 2025
Magnus Financial Group LLC History Closed out 0 0 — 0.02% — -1,821 -100.0% Q3 2025 Oct 28, 2025
Focused Wealth Management, Inc History Closed out 0 0 — 0.02% — -1,817 -100.0% Q3 2025 Oct 10, 2025
TOCQUEVILLE ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.0% — -1,810 -100.0% Q3 2025 Nov 13, 2025
Dorsey & Whitney Trust CO LLC History Closed out 0 0 — 0.01% — -1,798 -100.0% Q3 2025 Nov 13, 2025
Thrive Capital Management, LLC History Closed out 0 0 — 0.05% — -1,795 -100.0% Q3 2025 Oct 28, 2025
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Closed out 0 0 — 0.0% — -1,758 -100.0% Q3 2025 Oct 23, 2025
Beaumont Financial Advisors, LLC History Closed out 0 0 — 0.01% — -1,750 -100.0% Q3 2025 Oct 23, 2025
Institute for Wealth Management, LLC. History Closed out 0 0 — 0.02% — -1,745 -100.0% Q3 2025 Oct 17, 2025
Embree Financial Group History Closed out 0 0 — 0.03% — -1,744 -100.0% Q3 2025 Oct 09, 2025
BAXTER BROS INC History Closed out 0 0 — 0.02% — -1,740 -100.0% Q3 2025 Oct 14, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -1,418 -100.0% Q3 2025 Nov 14, 2025
EverSource Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -920 -100.0% Q3 2025 Nov 10, 2025
Avalon Trust Co History Closed out 0 0 — 0.01% — -850 -100.0% Q3 2025 Nov 10, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -765 -100.0% Q3 2025 Oct 29, 2025
Luminist Capital LLC History Closed out 0 0 — 0.07% — -751 -100.0% Q3 2025 Nov 14, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.01% — -680 -100.0% Q3 2025 Nov 13, 2025
Abound Wealth Management History Closed out 0 0 — 0.02% — -590 -100.0% Q3 2025 Oct 10, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.02% — -300 -100.0% Q3 2025 Nov 06, 2025
WOLFF WIESE MAGANA LLC History Closed out 0 0 — 0.01% — -137 -100.0% Q3 2025 Oct 28, 2025
FNY Investment Advisers, LLC History Closed out 0 0 — 0.0% — -109 -100.0% Q3 2025 Dec 15, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.0% — -89 -100.0% Q3 2025 Oct 27, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 — 0.0% — -60 -100.0% Q3 2025 Nov 04, 2025
MB, LEVIS & ASSOCIATES, LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2025 Oct 15, 2025
CULLEN/FROST BANKERS, INC. History Closed out 0 0 — 0.0% — -15 -100.0% Q3 2025 Oct 31, 2025
West Branch Capital LLC History Closed out 0 0 — 0.0% — -10 -100.0% Q3 2025 Oct 21, 2025
Legacy Bridge, LLC History No change 4 0 — — — 0 0.0% Q4 2025 Jan 23, 2026