iSHARES TRUST - INDA

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 18,188,340 983,079 0.02% 0.02% 1 +1,581,355 9.52% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History Reduced 10,925,403 565,280 1.81% 2.03% 2 -813,540 -6.93% Q4 2025 Feb 18, 2026
MORGAN STANLEY History Reduced 9,699,699 524,268 0.03% 0.03% 3 -936,172 -8.8% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 5,726,033 309,492 0.04% 0.04% 4 -60,200 -1.04% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 4,965,995 268,412 0.97% 0.97% 5 -77,377 -1.53% Q4 2025 Jan 30, 2026
JPMORGAN CHASE & CO History Added to 4,911,540 265,468 0.02% 0.01% 6 +391,433 8.66% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 4,521,050 244,362 0.04% 0.0% 7 +4,411,550 4028.81% Q4 2025 Feb 12, 2026
Man Group plc History Added to 4,501,107 243,284 0.41% 0.4% 8 +76,197 1.72% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,752,302 202,811 0.01% 0.02% 9 -1,915,492 -33.8% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 3,101,513 167,636 0.01% 0.01% 10 -526,987 -14.52% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,911,671 157,375 0.03% 0.02% 11 +254,355 9.57% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 2,756,739 149,043 0.03% 0.03% 12 -208,727 -7.04% Q4 2025 Feb 09, 2026
MILLENNIUM MANAGEMENT LLC History Added to 2,742,200 148,215 0.06% 0.03% 13 +1,360,041 98.4% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 2,617,410 141,471 0.02% 0.01% 14 +547,738 26.46% Q4 2025 Mar 25, 2026
Vontobel Holding Ltd. History Reduced 2,581,766 139,673 0.44% 0.44% 15 -198,902 -7.15% Q4 2025 Feb 13, 2026
Millburn Ridgefield LLC /DE/ History Added to 2,393,426 129,364 3.08% 2.83% 16 +117,034 5.14% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History Added to 2,393,426 129,364 2.66% 2.39% 17 +117,034 5.14% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Added to 2,351,715 127,110 0.04% 0.04% 18 +42,510 1.84% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 2,317,341 125,252 0.02% 0.02% 19 +770,483 49.81% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 2,298,237 124,219 0.02% 0.02% 20 -6,292 -0.27% Q4 2025 Jan 29, 2026
BARCLAYS PLC History Added to 2,166,077 117,076 0.03% 0.01% 21 +1,613,865 292.25% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,951,928 105,501 0.01% 0.01% 22 +129,296 7.09% Q4 2025 Feb 17, 2026
IFM Investors Pty Ltd History Added to 1,930,059 104,320 0.87% 0.82% 23 +149,500 8.4% Q4 2025 Feb 12, 2026
Phoenix Financial Ltd. History Added to 1,916,772 103,601 1.12% 0.64% 24 +914,310 91.21% Q4 2025 Feb 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,891,541 102,237 0.08% 25 +1,891,541 New Q4 2025 Feb 13, 2026
Nipun Capital, L.P. History Added to 1,679,555 90,779 41.43% 58.94% 26 +85,210 5.34% Q4 2025 Feb 12, 2026
Ensign Peak Advisors, Inc History Added to 1,542,617 83,378 0.15% 0.13% 27 +3,550 0.23% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,536,207 83,032 0.03% 0.02% 28 +56,396 3.81% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 1,466,305 79,253 0.01% 0.01% 29 +28,527 1.98% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Reduced 1,362,646 73,651 0.02% 0.02% 30 -25,484 -1.84% Q4 2025 Feb 11, 2026
USS Investment Management Ltd History New 1,310,424 70,848 0.33% 31 +1,310,424 New Q4 2025 Feb 13, 2026
Ninety One North America, Inc. History Added to 1,107,777 59,875 2.43% 2.02% 32 +253,452 29.67% Q4 2025 Jan 27, 2026
Invesco Ltd. History Added to 1,101,424 59,531 0.01% 0.01% 33 +431,901 64.51% Q4 2025 Feb 19, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 1,098,714 59,385 0.2% 0.18% 34 +2,234 0.2% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 1,076,962 58,211 0.01% 35 +1,076,962 New Q4 2025 Feb 17, 2026
Amundi History Reduced 969,514 52,405 0.01% 0.02% 36 -16,805 -1.7% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 932,644 50,409 0.03% 0.07% 37 -1,324,780 -58.69% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 881,070 47,622 0.07% 0.0% 38 +880,865 429690.24% Q4 2025 Feb 05, 2026
LPL Financial LLC History Reduced 878,900 47,504 0.01% 0.02% 39 -237,064 -21.24% Q4 2025 Feb 11, 2026
STATE STREET CORP History Added to 821,258 44,388 0.0% 0.0% 40 +686,700 510.34% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 809,216 43,738 0.01% 0.01% 41 -1,039,315 -56.22% Q4 2025 Feb 17, 2026
3EDGE Asset Management, LP History Reduced 801,706 43,305 2.25% 2.56% 42 -67,901 -7.81% Q4 2025 Feb 06, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 771,576 41,702 0.07% 0.07% 43 0 0.0% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 719,476 38,879 0.01% 0.01% 44 -105,575 -12.8% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 703,629 38,031 0.15% 0.15% 45 -65,208 -8.48% Q4 2025 Jan 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 696,677 36,039 0.4% 0.42% 46 -50,468 -6.75% Q4 2025 Jan 21, 2026
GTS SECURITIES LLC History Added to 656,243 35,469 1.21% 0.78% 47 +266,375 68.32% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 637,141 34,437 0.03% 0.02% 48 +303,494 90.96% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 623,693 33,710 0.03% 0.03% 49 -23,126 -3.58% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 617,404 33,370 0.01% 0.02% 50 -109,612 -15.08% Q4 2025 Feb 13, 2026
Varma Mutual Pension Insurance Co History New 607,910 32,857 0.2% 51 +607,910 New Q4 2025 Feb 02, 2026
Rice Partnership, LLC History Added to 604,901 32,694 4.42% 4.24% 52 +31,868 5.56% Q4 2025 Feb 10, 2026
Rafferty Asset Management, LLC History Added to 583,205 31,522 0.11% 0.1% 53 +597 0.1% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Added to 578,179 31,250 0.83% 0.09% 54 +481,624 498.81% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Added to 551,737 29,821 0.04% 0.04% 55 +18,574 3.48% Q4 2025 Feb 02, 2026
Squarepoint Ops LLC History Added to 551,517 29,809 0.03% 0.02% 56 +233,576 73.47% Q4 2025 Feb 13, 2026
BlueCrest Capital Management Ltd History Added to 550,500 29,754 0.89% 10.8% 57 +434,500 374.57% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 527,788 28,254 0.03% 0.03% 58 +84,803 19.14% Q4 2025 Feb 18, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 521,953 28,211 0.19% 0.04% 59 +426,967 449.51% Q4 2025 Feb 17, 2026
OSTRUM ASSET MANAGEMENT History New 520,000 28,145 1.35% 60 +520,000 New Q4 2025 Feb 13, 2026
OLD MISSION CAPITAL LLC History Reduced 512,575 27,704 0.63% 0.61% 61 -74,493 -12.69% Q4 2025 Feb 17, 2026
AXIOM INVESTORS LLC /DE History New 512,300 27,689 0.24% 62 +512,300 New Q4 2025 Feb 11, 2026
Temasek Holdings (Private) Ltd History New 512,000 27,673 0.09% 63 +512,000 New Q4 2025 Feb 17, 2026
WCM INVESTMENT MANAGEMENT, LLC History New 503,660 27,016 0.06% 64 +503,660 New Q4 2025 Feb 09, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 486,511 26,320 0.07% 0.07% 65 +24,014 5.19% Q4 2025 Feb 05, 2026
Qtron Investments LLC History Reduced 468,284 25,310 3.29% 3.11% 66 -13,400 -2.78% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Added to 459,268 24,812 0.02% 0.02% 67 +5,099 1.12% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 429,842 23,232 0.04% 0.09% 68 -534,091 -55.41% Q4 2025 Feb 13, 2026
Gray Foundation History No change 425,748 23,011 5.77% 6.31% 69 0 0.0% Q4 2025 Jan 29, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 413,485 22,359 0.24% 0.24% 70 -24,935 -5.69% Q4 2025 Feb 10, 2026
Capula Management Ltd History Added to 411,100 22,219 0.11% 0.02% 71 +350,000 572.83% Q4 2025 Feb 13, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 386,205 20,874 0.29% 0.72% 72 -667,800 -63.36% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 383,259 20,715 0.01% 0.01% 73 0 0.0% Q4 2025 Feb 02, 2026
PRUDENTIAL FINANCIAL INC History Reduced 383,021 20,702 0.02% 0.04% 74 -325,220 -45.92% Q4 2025 Feb 13, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 378,681 20,467 0.07% 0.08% 75 -14 -0.0% Q4 2025 Feb 13, 2026
Euclidean Capital LLC History No change 369,600 19,976 5.41% 8.08% 76 0 0.0% Q4 2025 Feb 17, 2026
Blackstone Inc. History No change 350,872 18,964 0.07% 0.07% 77 0 0.0% Q4 2025 Feb 17, 2026
SUN LIFE FINANCIAL INC History Added to 341,900 18,480 0.97% 0.83% 78 +27,600 8.78% Q4 2025 Feb 12, 2026
STRS OHIO History No change 339,398 18,344 0.07% 0.06% 79 0 0.0% Q4 2025 Feb 02, 2026
M&T BANK CORP History Added to 312,466 16,888 0.05% 0.0% 80 +308,469 7717.51% Q4 2025 Jan 30, 2026
Ninety One UK Ltd History Reduced 309,763 16,742 0.04% 0.06% 81 -246,133 -44.28% Q4 2025 Jan 27, 2026
MML INVESTORS SERVICES, LLC History Added to 294,385 15,911 0.04% 0.03% 82 +62,852 27.15% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 286,006 15,458 0.04% 0.04% 83 +51,623 22.03% Q4 2025 Jan 26, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 263,027 14,216 0.01% 84 +263,027 New Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 260,654 14,088 0.02% 0.02% 85 0 0.0% Q4 2025 Feb 17, 2026
HARDING LOEVNER LP History Added to 253,039 13,676 0.12% 0.06% 86 +95,340 60.46% Q4 2025 Feb 17, 2026
Calamos Advisors LLC History New 247,800 12,900 0.05% 87 +247,800 New Q4 2025 Jan 29, 2026
RHUMBLINE ADVISERS History Added to 217,155 11,737 0.01% 0.01% 88 +9,730 4.69% Q4 2025 Feb 13, 2026
NWI MANAGEMENT LP History Reduced 210,000 11,350 0.52% 2.16% 89 -566,900 -72.97% Q4 2025 Feb 17, 2026
DUMAC, INC. History New 201,973 10,916 1.68% 90 +201,973 New Q4 2025 Feb 10, 2026
AIA Group Ltd History No change 201,835 10,909 0.16% 0.19% 91 0 0.0% Q4 2025 Feb 09, 2026
HSBC HOLDINGS PLC History Reduced 201,544 10,888 0.01% 0.01% 92 -66,642 -24.85% Q4 2025 Mar 20, 2026
New Vernon Capital Holdings II LLC History No change 196,459 10,618 5.03% 4.71% 93 0 0.0% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 194,512 10,513 0.02% 0.02% 94 -10,138 -4.95% Q4 2025 Jan 15, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History Reduced 183,073 9,895 0.74% 1.13% 95 -110,196 -37.58% Q4 2025 Feb 13, 2026
Pekin Hardy Strauss, Inc. History Added to 181,138 9,790 0.91% 0.5% 96 +84,961 88.34% Q4 2025 Jan 30, 2026
Stratos Wealth Advisors, LLC History Added to 179,544 9,704 0.47% 0.42% 97 +11,434 6.8% Q4 2025 Jan 20, 2026
OSAIC HOLDINGS, INC. History Reduced 178,593 9,653 0.01% 0.02% 98 -85,383 -32.34% Q4 2025 Feb 17, 2026
Randolph Co Inc History Added to 175,306 9,475 0.91% 0.88% 99 +2,368 1.37% Q4 2025 Feb 11, 2026
SPINNAKER TRUST History Reduced 168,025 9,081 0.49% 0.49% 100 -100 -0.06% Q4 2025 Feb 10, 2026
Vestcor Inc History Reduced 166,364 8,992 0.26% 0.37% 101 -68,900 -29.29% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 164,736 8,903 0.07% 102 +164,736 New Q4 2025 Jan 14, 2026
Horizon Investments, LLC History New 164,736 8,903 0.11% 103 +164,736 New Q4 2025 Feb 02, 2026
Aspen Grove Capital, LLC History No change 158,199 8,550 1.48% 1.39% 104 0 0.0% Q4 2025 Feb 17, 2026
Cornerstone Capital, Inc. History Reduced 155,855 8,423 0.83% 0.8% 105 -650 -0.42% Q4 2025 Feb 12, 2026
Royal Fund Management, LLC History Added to 155,423 8,405 0.76% 0.71% 106 +41,242 36.12% Q4 2025 Jan 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 152,143 8,223 0.02% 0.02% 107 +17,939 13.37% Q4 2025 Feb 05, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History Added to 150,775 8,149 3.62% 2.55% 108 +38,366 34.13% Q4 2025 Jan 20, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 149,881 8,108 0.14% 0.13% 109 +11,752 8.51% Q4 2025 Feb 12, 2026
Quadrature Capital Ltd History Reduced 148,278 8,014 0.08% 0.15% 110 -95,301 -39.13% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 149,869 7,876 0.02% 0.02% 111 +3,194 2.18% Q4 2025 Feb 10, 2026
Polianta Ltd History Added to 145,500 7,864 1.03% 2.94% 112 +8,400 6.13% Q4 2025 Jan 15, 2026
ELEVATUS WELATH MANAGEMENT History Added to 144,289 7,798 2.13% 1.78% 113 +25,662 21.63% Q4 2025 Jan 14, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 139,000 7,512 0.02% 0.06% 114 -302,100 -68.49% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 131,965 7,132 0.01% 0.01% 115 -40,410 -23.44% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 130,057 7,029 0.02% 0.02% 116 +3,420 2.7% Q4 2025 Feb 10, 2026
BEARING POINT CAPITAL, LLC History Added to 128,095 6,923 1.08% 1.07% 117 +8,752 7.33% Q4 2025 Feb 10, 2026
Checchi Capital Advisers, LLC History Reduced 125,608 6,789 0.35% 0.35% 118 -2,981 -2.32% Q4 2025 Jan 27, 2026
Artisan Partners Limited Partnership History Added to 125,454 6,780 0.01% 0.01% 119 +16,818 15.48% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 124,793 6,745 0.01% 0.01% 120 -8,900 -6.66% Q4 2025 Feb 12, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 121,724 6,579 2.41% 2.39% 121 +11,477 10.41% Q4 2025 Jan 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 119,531 6,464 0.01% 0.01% 122 -45,083 -27.39% Q4 2025 Jan 08, 2026
PATTEN & PATTEN INC/TN History Added to 118,624 6,411 0.38% 0.33% 123 +11,405 10.64% Q4 2025 Feb 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 116,306 6,286 0.0% 0.0% 124 -26,844 -18.75% Q4 2025 Feb 10, 2026
Avidian Wealth Enterprises, LLC History Added to 115,499 6,242 0.23% 0.22% 125 +2,661 2.36% Q4 2025 Feb 02, 2026
NewSquare Capital LLC History Reduced 114,851 6,207 0.55% 0.44% 126 -10,633 -8.47% Q4 2025 Feb 17, 2026
PEAK FINANCIAL ADVISORS LLC History Reduced 114,654 6,197 2.78% 2.87% 127 -341 -0.3% Q4 2025 Jan 12, 2026
NOMURA HOLDINGS INC History No change 113,500 6,134 0.01% 0.01% 128 0 0.0% Q4 2025 Feb 17, 2026
Harpswell Capital Advisors, LLC History Added to 107,321 5,800 4.6% 1.59% 129 +75,302 235.18% Q4 2025 Feb 11, 2026
ALTFEST L J & CO INC History New 105,405 5,697 0.62% 130 +105,405 New Q4 2025 Jan 23, 2026
Creative Planning History Reduced 105,145 5,683 0.0% 0.0% 131 -2,301 -2.14% Q4 2025 Feb 17, 2026
BCWM, LLC History Added to 105,140 5,682 1.7% 1.61% 132 +2,025 1.96% Q4 2025 Feb 11, 2026
SIH Partners, LLLP History No change 105,000 5,675 0.11% 0.16% 133 0 0.0% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 104,479 5,647 0.03% 134 +104,479 New Q4 2025 Feb 18, 2026
ANDERSON HOAGLAND & CO History No change 104,022 5,622 0.48% 0.49% 135 0 0.0% Q4 2025 Jan 05, 2026
BANQUE PICTET & CIE SA History No change 102,374 5,538 0.03% 0.03% 136 0 0.0% Q4 2025 Jan 16, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 100,481 5,430 0.66% 0.69% 137 -1,936 -1.89% Q4 2025 Jan 07, 2026
HRT FINANCIAL LP History New 99,857 5,397 0.02% 138 +99,857 New Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History New 97,176 5,252 0.01% 139 +97,176 New Q4 2025 Jan 09, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History New 94,194 5,091 0.03% 140 +94,194 New Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 93,060 5,029 0.55% 0.58% 141 -4,580 -4.69% Q4 2025 Feb 11, 2026
Wealthfront Advisers LLC History Added to 92,346 4,991 0.01% 0.01% 142 +1,239 1.36% Q4 2025 Jan 30, 2026
D.A. DAVIDSON & CO. History Added to 91,702 4,956 0.03% 0.03% 143 +1,260 1.39% Q4 2025 Jan 29, 2026
Knollwood Investment Advisory, LLC History No change 88,875 4,803 0.45% 0.42% 144 0 0.0% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 86,534 4,680 0.01% 0.02% 145 -239,620 -73.47% Q4 2025 Feb 13, 2026
GLOBEFLEX CAPITAL L P History Added to 86,505 4,675 0.72% 0.19% 146 +62,617 262.13% Q4 2025 Feb 11, 2026
Private Wealth Advisors, LLC History Added to 85,655 4,629 1.48% 1.31% 147 +11,045 14.8% Q4 2025 Feb 06, 2026
TUDOR INVESTMENT CORP ET AL History New 85,288 4,609 0.01% 148 +85,288 New Q4 2025 Feb 17, 2026
CSM Advisors, LLC History Added to 81,940 4,427 0.12% 0.09% 149 +16,976 26.13% Q4 2025 Feb 11, 2026
Y-Intercept (Hong Kong) Ltd History Added to 80,602 4,356 0.1% 0.07% 150 +21,221 35.74% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History New 80,141 4,335 0.0% 151 +80,141 New Q4 2025 Feb 17, 2026
AVALON CAPITAL MANAGEMENT History Added to 80,150 4,332 1.04% 0.06% 152 +75,615 1667.36% Q4 2025 Feb 11, 2026
Mechanics Bank Trust Department History Added to 79,638 4,304 0.56% 0.53% 153 +6,495 8.88% Q4 2025 Jan 14, 2026
Corient Private Wealth LLC History Added to 78,954 4,266 0.01% 0.01% 154 +2,672 3.5% Q4 2025 Mar 09, 2026
Waverly Advisors, LLC History Reduced 78,649 4,250 0.03% 0.04% 155 -4,653 -5.59% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 78,313 4,233 0.0% 0.0% 156 +1,180 1.53% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 77,250 4,176 0.0% 0.0% 157 +6,032 8.47% Q4 2025 Feb 17, 2026
Niles Investment Management, LLC History New 75,862 4,100 3.12% 158 +75,862 New Q4 2025 Feb 13, 2026
JENNISON ASSOCIATES LLC History Reduced 75,050 4,056 0.0% 0.0% 159 -11,951 -13.74% Q4 2025 Jan 30, 2026
SIG BROKERAGE, LP History No change 74,572 4,030 0.13% 0.11% 160 0 0.0% Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 74,340 4,018 0.18% 0.64% 161 -250,000 -77.08% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 72,842 3,937 0.0% 0.0% 162 -5,872 -7.46% Q4 2025 Feb 10, 2026
LMCG INVESTMENTS, LLC History Reduced 72,544 3,921 0.22% 0.23% 163 -2,624 -3.49% Q4 2025 Feb 03, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 72,329 3,909 1.7% 1.47% 164 +6,948 10.63% Q4 2025 Jan 23, 2026
Kestra Advisory Services, LLC History Added to 70,272 3,798 0.02% 0.0% 165 +57,905 468.22% Q4 2025 Feb 13, 2026
PINEBRIDGE INVESTMENTS LLC History New 70,232 3,796 0.03% 166 +70,232 New Q4 2025 Feb 12, 2026
EFG International AG History New 68,893 3,723 0.07% 167 +68,893 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 68,411 3,598 0.0% 0.01% 168 +2,062 3.11% Q4 2025 Feb 13, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 66,500 3,594 0.03% 0.03% 169 +5,500 9.02% Q4 2025 Feb 10, 2026
Hippocratic Financial Advisors, LLC History Added to 65,782 3,555 1.64% 1.49% 170 +6,414 10.8% Q4 2025 Jan 20, 2026
Snowden Capital Advisors LLC History Reduced 65,328 3,530 0.09% 0.1% 171 -1,686 -2.52% Q4 2025 Feb 17, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 65,011 3,513 1.96% 1.97% 172 +1,384 2.18% Q4 2025 Feb 17, 2026
&PARTNERS History Reduced 64,879 3,506 0.02% 0.02% 173 -2,770 -4.09% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 64,572 3,490 0.09% 0.09% 174 +561 0.88% Q4 2025 Feb 09, 2026
Janney Montgomery Scott LLC History Added to 63,802 3,449 0.01% 0.01% 175 +16,700 35.45% Q4 2025 Feb 11, 2026
Cerity Partners LLC History Reduced 62,229 3,363 0.0% 0.01% 176 -17,496 -21.95% Q4 2025 Feb 11, 2026
Asset Management One Co., Ltd. History No change 60,869 3,289 0.01% 0.01% 177 0 0.0% Q4 2025 Jan 27, 2026
Roberts Wealth Advisors, LLC History Added to 59,961 3,240 0.85% 0.81% 178 +1,381 2.36% Q4 2025 Jan 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 59,251 3,202 0.02% 0.03% 179 +2,100 3.67% Q4 2025 Feb 11, 2026
Pertento Partners LLP History No change 58,419 3,157 0.3% 0.35% 180 0 0.0% Q4 2025 Feb 17, 2026
BEACON ADVISORS HOLDINGS, LLC History New 57,980 3,133 1.65% 181 +57,980 New Q4 2025 Feb 27, 2026
Sanctuary Advisors, LLC History Added to 57,836 3,126 0.02% 0.01% 182 +8,580 17.42% Q4 2025 Jan 29, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 57,643 3,123 0.02% 0.02% 183 +541 0.95% Q4 2025 Feb 17, 2026
Alliance Wealth Advisors, LLC /UT History Added to 57,591 3,112 0.67% 0.63% 184 +6,327 12.34% Q4 2025 Feb 02, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 57,463 3,105 0.08% 0.11% 185 -32,536 -36.15% Q4 2025 Jan 28, 2026
LCNB CORP History Added to 57,054 3,083 1.03% 1.0% 186 +1,977 3.59% Q4 2025 Feb 10, 2026
Pictet North America Advisors SA History Reduced 56,832 3,074 0.29% 0.28% 187 -215 -0.38% Q4 2025 Jan 16, 2026
FIRST TRUST ADVISORS LP History Added to 56,566 3,057 0.0% 0.0% 188 +3,585 6.77% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History New 55,126 2,979 0.03% 189 +55,126 New Q4 2025 Feb 03, 2026
HighTower Advisors, LLC History Reduced 55,088 2,977 0.0% 0.01% 190 -55,238 -50.07% Q4 2025 Feb 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 55,032 2,974 0.0% 0.0% 191 -77,864 -58.59% Q4 2025 Feb 10, 2026
INTREPID FAMILY OFFICE LLC History No change 55,000 2,972 2.56% 2.39% 192 0 0.0% Q4 2025 Feb 17, 2026
VIRTUE ASSET MANAGEMENT LLC History Reduced 54,615 2,951 2.35% 2.64% 194 -6,985 -11.34% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Reduced 54,606 2,951 0.04% 0.04% 193 -1,877 -3.32% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 54,434 2,942 0.0% 0.0% 195 -6,238 -10.28% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Reduced 54,152 2,926 0.01% 0.01% 196 -656 -1.2% Q4 2025 Mar 16, 2026
ABC ARBITRAGE SA History New 54,083 2,923 0.27% 197 +54,083 New Q4 2025 Feb 04, 2026
Private Advisor Group, LLC History Reduced 53,285 2,880 0.01% 0.01% 198 -982 -1.81% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 53,132 2,871 0.0% 0.0% 199 +2,873 5.72% Q4 2025 Feb 17, 2026
Custos Family Office, LLC History Reduced 50,324 2,720 1.86% 1.93% 200 -15,115 -23.1% Q4 2025 Feb 17, 2026
Watershed Asset Management, L.L.C. History New 50,000 2,702 2.52% 201 +50,000 New Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 49,093 2,653 0.02% 0.0% 202 +47,974 4287.22% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Reduced 48,123 2,601 0.0% 0.01% 203 -81,577 -62.9% Q4 2025 Feb 13, 2026
Tikvah Management LLC History No change 47,200 2,551 0.68% 0.73% 204 0 0.0% Q4 2025 Feb 13, 2026
Cercano Management LLC History No change 46,470 2,511 0.1% 0.09% 205 0 0.0% Q4 2025 Feb 10, 2026
Evolution Wealth Advisors, LLC History Added to 45,721 2,471 0.25% 0.23% 206 +12,843 39.06% Q4 2025 Jan 12, 2026
Banque Cantonale Vaudoise History Added to 45,551 2,465 0.09% 0.08% 207 +2,384 5.52% Q4 2025 Feb 06, 2026
Delos Wealth Advisors, LLC History Added to 45,391 2,453 1.62% 1.51% 208 +2,241 5.19% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 44,123 2,384 0.02% 0.02% 209 -1,653 -3.61% Q4 2025 Feb 12, 2026
PRUDENTIAL PLC History Added to 43,734 2,363 0.02% 0.01% 210 +29,347 203.98% Q4 2025 Feb 11, 2026
Coastline Trust Co History Added to 42,457 2,294 0.22% 0.2% 211 +7,300 20.76% Q4 2025 Jan 05, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 41,900 2,264 0.01% 0.01% 212 +4,500 12.03% Q4 2025 Feb 09, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 41,894 2,264 0.08% 0.09% 213 0 0.0% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 41,868 2,262 0.03% 0.02% 214 -1,242 -2.88% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Reduced 41,847 2,261 0.0% 0.01% 215 -53,153 -55.95% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 41,800 2,259 0.01% 216 +41,800 New Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 41,556 2,246 0.0% 0.0% 217 -649 -1.54% Q4 2025 Feb 13, 2026
Portside Wealth Group, LLC History Added to 41,204 2,227 0.3% 0.19% 218 +15,079 57.72% Q4 2025 Jan 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 41,141 2,223 0.01% 0.01% 219 +26,694 184.77% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 40,759 2,203 0.0% 0.0% 220 -26,841 -39.71% Q4 2025 Jan 23, 2026
Cullen Capital Management, LLC History Added to 40,331 2,179 0.02% 0.02% 221 +1,666 4.31% Q4 2025 Feb 13, 2026
Smart Portfolios, LLC History Reduced 39,927 2,158 2.15% 2.26% 222 -5,114 -11.35% Q4 2025 Jan 30, 2026
V2 Financial group LLC History Reduced 38,541 2,083 1.03% 1.15% 223 -1,183 -2.98% Q4 2025 Jan 21, 2026
Composition Wealth, LLC History Reduced 38,495 2,080 0.03% 0.03% 224 -1,566 -3.91% Q4 2025 Feb 02, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 38,000 2,053 0.15% 0.15% 225 -33 -0.09% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 38,000 2,053 0.03% 0.03% 226 0 0.0% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 37,449 2,024 0.0% 0.0% 227 -264 -0.7% Q4 2025 Feb 06, 2026
Castellan Group History New 34,884 1,885 0.24% 228 +34,884 New Q4 2025 Jan 23, 2026
MEITAV INVESTMENT HOUSE LTD History No change 34,049 1,840 0.02% 0.02% 229 0 0.0% Q4 2025 Feb 10, 2026
NTV ASSET MANAGEMENT LLC History Reduced 33,847 1,829 0.19% 0.21% 230 -2,940 -7.99% Q4 2025 Jan 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 33,350 1,802 0.02% 0.02% 231 +25 0.08% Q4 2025 Jan 29, 2026
Consolidated Investment Group LLC History No change 33,045 1,786 0.21% 0.21% 232 0 0.0% Q4 2025 Jan 26, 2026
Avestar Capital, LLC History Reduced 32,731 1,769 0.11% 0.12% 233 -1,930 -5.57% Q4 2025 Feb 10, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 32,272 1,744 1.18% 0.92% 234 +5,697 21.44% Q4 2025 Feb 04, 2026
Congress Park Capital LLC History New 31,425 1,698 0.51% 235 +31,425 New Q4 2025 Jan 14, 2026
CIBC WORLD MARKET INC. History Added to 31,249 1,689 0.0% 0.0% 236 +10,173 48.27% Q4 2025 Feb 10, 2026
LARCH CAPITAL PARTNERS LLC History New 31,015 1,676 0.23% 237 +31,015 New Q4 2025 Feb 20, 2026
Clearstead Advisors, LLC History New 30,344 1,640 0.02% 238 +30,344 New Q4 2025 Feb 09, 2026
Endowment Wealth Management, Inc. History Added to 30,176 1,630 0.75% 0.71% 239 +13 0.04% Q4 2025 Feb 09, 2026
V-Square Quantitative Management LLC History No change 30,045 1,623 0.17% 0.26% 240 0 0.0% Q4 2025 Jan 22, 2026
Black Maple Capital Management LP History Reduced 30,000 1,621 1.13% 0.83% 241 -3,000 -9.09% Q4 2025 Feb 17, 2026
JTC Employer Solutions Trustee Ltd History No change 29,904 1,617 0.11% 0.13% 242 0 0.0% Q4 2025 Feb 10, 2026
Hilltop Holdings Inc. History New 29,883 1,615 0.1% 243 +29,883 New Q4 2025 Feb 17, 2026
GAM Holding AG History Added to 29,580 1,601 0.1% 0.08% 244 +5,920 25.02% Q4 2025 Feb 17, 2026
VIRTUS ADVISERS, LLC History Reduced 29,492 1,594 0.75% 1.18% 245 -11,797 -28.57% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 29,494 1,594 0.01% 0.0% 246 +10,077 51.9% Q4 2025 Feb 18, 2026
FLOW TRADERS U.S. LLC History Reduced 27,448 1,484 0.05% 0.08% 247 -11,949 -30.33% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 26,609 1,438 0.01% 0.0% 248 +24,951 1504.89% Q4 2025 Feb 12, 2026
Jefferies Financial Group Inc. History Added to 26,316 1,422 0.01% 0.0% 249 +6,411 32.21% Q4 2025 Feb 09, 2026
Arete Wealth Advisors, LLC History Added to 26,283 1,421 0.09% 0.07% 250 +5,250 24.96% Q4 2025 Feb 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 26,207 1,416 0.2% 0.21% 251 +160 0.61% Q4 2025 Jan 12, 2026
Riverview Capital Advisers, LLC History Added to 26,115 1,411 0.43% 0.36% 252 +2,030 8.43% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 25,850 1,397 0.0% 253 +25,850 New Q4 2025 Feb 13, 2026
Benchmark Financial, LLC History New 25,827 1,395 1.39% 254 +25,827 New Q4 2025 Jan 27, 2026
Chicago Partners Investment Group LLC History Reduced 27,171 1,392 0.03% 0.04% 255 -651 -2.34% Q4 2025 Jan 28, 2026
FLAGSTAR ADVISORS INC History Added to 25,376 1,371 0.46% 0.38% 256 +1,528 6.41% Q4 2025 Jan 13, 2026
CI INVESTMENTS INC. History Reduced 25,000 1,351 0.01% 0.01% 257 -10,000 -28.57% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Reduced 23,676 1,279 0.02% 0.02% 258 -6,521 -21.59% Q4 2025 Feb 02, 2026
NVWM, LLC History Added to 23,503 1,270 0.28% 0.27% 259 +412 1.78% Q4 2025 Jan 20, 2026
Advisory Services Network, LLC History Added to 23,358 1,262 0.02% 0.02% 260 +170 0.73% Q4 2025 Feb 17, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 23,177 1,252 0.71% 0.73% 261 -333 -1.42% Q4 2025 Feb 03, 2026
CALTON & ASSOCIATES, INC. History Reduced 23,161 1,251 0.18% 0.18% 262 -150 -0.64% Q4 2025 Feb 10, 2026
McAdam, LLC History Added to 23,124 1,249 0.06% 0.05% 263 +2,780 13.66% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 23,015 1,243 0.03% 0.03% 264 +3,107 15.61% Q4 2025 Jan 28, 2026
Solstein Capital, LLC History Added to 22,668 1,225 0.49% 0.23% 265 +3,375 17.49% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 22,377 1,209 0.0% 0.0% 266 -3,889 -14.81% Q4 2025 Feb 17, 2026
GUIDANCE CAPITAL, INC History Added to 23,117 1,197 0.29% 0.22% 267 +7,694 49.89% Q4 2025 Jan 23, 2026
Aberdeen Group plc History Reduced 22,004 1,189 0.0% 0.01% 268 -41,418 -65.31% Q4 2025 Jan 16, 2026
PEAK6 LLC History New 21,303 1,151 0.0% 269 +21,303 New Q4 2025 Mar 12, 2026
PINNACLE ASSOCIATES LTD History Added to 21,165 1,143 0.01% 0.01% 270 +8,325 64.84% Q4 2025 Feb 05, 2026
OneAscent Financial Services LLC History New 20,916 1,130 0.1% 271 +20,916 New Q4 2025 Feb 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 20,593 1,113 0.27% 0.27% 272 +91 0.44% Q4 2025 Feb 09, 2026
LOOMIS SAYLES & CO L P History Added to 20,592 1,112 0.0% 0.0% 273 +12,641 158.99% Q4 2025 Feb 12, 2026
MRP Capital Investments, LLC History Reduced 20,523 1,109 0.93% 1.14% 274 -3,395 -14.19% Q4 2025 Feb 09, 2026
Union Bancaire Privee, UBP SA History Added to 89,810 1,106 0.01% 0.06% 275 +7,996 9.77% Q4 2025 Jan 05, 2026
Stamos Capital Partners, L.P. History Reduced 20,361 1,100 0.18% 0.21% 276 -1,092 -5.09% Q4 2025 Feb 12, 2026
SIT INVESTMENT ASSOCIATES INC History No change 20,325 1,099 1.35% 0.02% 277 0 0.0% Q4 2025 Feb 25, 2026
CacheTech Inc. History New 20,190 1,091 0.2% 278 +20,190 New Q4 2025 Feb 18, 2026
CENTAURUS FINANCIAL, INC. History Added to 20,168 1,090 0.05% 0.01% 279 +14,839 278.46% Q4 2025 Feb 13, 2026
Manatuck Hill Partners, LLC History New 20,000 1,081 0.38% 280 +20,000 New Q4 2025 Feb 17, 2026
Financial Enhancement Group LLC History Added to 20,973 1,081 0.14% 0.15% 281 +56 0.27% Q4 2025 Jan 23, 2026
Cresset Asset Management, LLC History No change 19,885 1,074 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 19,441 1,050 0.01% 0.01% 283 +587 3.11% Q4 2025 Feb 17, 2026
BCS Private Wealth Management, Inc. History New 19,366 1,046 0.36% 284 +19,366 New Q4 2025 Jan 26, 2026
Boltwood Capital Management History Reduced 19,225 1,039 0.27% 0.27% 285 -200 -1.03% Q4 2025 Jan 02, 2026
Steadtrust LLC History Added to 18,978 1,025 0.63% 0.66% 286 +250 1.33% Q4 2025 Jan 21, 2026
Baldwin Investment Management, LLC History No change 18,746 1,013 0.11% 0.11% 287 0 0.0% Q4 2025 Feb 13, 2026
CWC Advisors, LLC. History Added to 18,618 1,006 0.49% 0.45% 288 +901 5.09% Q4 2025 Jan 26, 2026
Copia Wealth Management History Reduced 18,126 979 0.7% 0.76% 289 -1,577 -8.0% Q4 2025 Feb 06, 2026
Wallace Advisory Group, LLC History Added to 18,059 976 1.02% 0.52% 290 +6,392 54.79% Q4 2025 Jan 23, 2026
Smith Group Asset Management, LLC History New 17,950 968 0.05% 292 +17,950 New Q4 2025 Feb 10, 2026
Chesley Taft & Associates LLC History Reduced 17,912 968 0.04% 0.04% 291 -1,068 -5.63% Q4 2025 Jan 14, 2026
Mount Lucas Management LP History New 17,477 944 0.38% 293 +17,477 New Q4 2025 Feb 05, 2026
OBSIDIAN CIO, LLC History New 18,160 923 1.37% 294 +18,160 New Q4 2025 Feb 18, 2026
CUMBERLAND ADVISORS INC History Reduced 17,025 920 0.35% 0.76% 295 -21,060 -55.3% Q4 2025 Feb 02, 2026
Robertson Stephens Wealth Management, LLC History Added to 16,498 891 0.02% 0.02% 296 +4,700 39.84% Q4 2025 Feb 02, 2026
Connecticut Wealth Management, LLC History Added to 16,455 889 0.04% 0.03% 297 +2,263 15.95% Q4 2025 Feb 12, 2026
Sigma Planning Corp History Reduced 16,343 883 0.02% 0.02% 298 -53 -0.32% Q4 2025 Jan 30, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 15,917 860 0.12% 0.1% 299 +2,942 22.67% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 15,884 858 0.01% 0.01% 300 +3,335 26.58% Q4 2025 Jan 21, 2026
Grey Ledge Advisors, LLC History Reduced 15,662 846 0.19% 0.19% 301 -40 -0.25% Q4 2025 Feb 05, 2026
Global Endowment Management, LP History No change 15,500 838 0.1% 0.1% 302 0 0.0% Q4 2025 Feb 13, 2026
Citizens National Bank Trust Department History Added to 15,340 829 0.14% 0.14% 303 +318 2.12% Q4 2025 Jan 30, 2026
Blue Trust, Inc. History Reduced 15,336 828 0.01% 0.01% 304 -1,613 -9.52% Q4 2025 Jan 16, 2026
Aubrey Capital Management Ltd History Added to 15,287 826 0.33% 0.17% 305 +5,000 48.61% Q4 2025 Feb 04, 2026
Geneos Wealth Management Inc. History Reduced 15,150 818 0.02% 0.02% 306 -2,200 -12.68% Q4 2025 Jan 28, 2026
Focus Partners Advisor Solutions, LLC History Added to 15,116 817 0.01% 0.0% 307 +9,363 162.75% Q4 2025 Feb 11, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 15,080 815 0.05% 0.05% 308 0 0.0% Q4 2025 Feb 11, 2026
Brookstone Capital Management History Reduced 15,065 814 0.01% 0.01% 309 -1,222 -7.5% Q4 2025 Jan 15, 2026
HB Wealth Management, LLC History New 15,041 812 0.01% 310 +15,041 New Q4 2025 Jan 28, 2026
Rathbones Group PLC History Added to 14,915 806 0.0% 0.0% 311 +105 0.71% Q4 2025 Feb 06, 2026
Legacy Bridge, LLC History Added to 14,889 804 0.33% 0.32% 312 +80 0.54% Q4 2025 Jan 23, 2026
ALPS ADVISORS INC History Added to 14,596 788 0.0% 0.0% 313 +8,092 124.42% Q4 2025 Feb 12, 2026
DELTEC ASSET MANAGEMENT LLC History Reduced 14,300 772 0.13% 0.13% 314 -1,000 -6.54% Q4 2025 Jan 29, 2026
Bedell Frazier Investment Counselling, LLC History Added to 14,278 771 0.15% 0.12% 315 +2,878 25.25% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 14,236 769 0.0% 0.0% 316 +4,836 51.45% Q4 2025 Feb 13, 2026
Unconventional Investor, LLC History Reduced 14,244 769 0.37% 0.39% 317 -586 -3.95% Q4 2025 Feb 05, 2026
Raab & Moskowitz Asset Management LLC History Reduced 14,071 760 0.17% 0.18% 318 -1,108 -7.3% Q4 2025 Jan 20, 2026
Jackson Hole Capital Partners, LLC History No change 14,053 759 0.13% 0.13% 319 0 0.0% Q4 2025 Jan 30, 2026
Pilgrim Partners Asia Pte Ltd History Reduced 13,900 751 0.36% 0.7% 320 -16,300 -53.97% Q4 2025 Feb 03, 2026
Strait & Sound Wealth Management LLC History Added to 13,706 740 0.28% 0.26% 321 +521 3.95% Q4 2025 Feb 04, 2026
WHITTIER TRUST CO History No change 13,682 739 0.01% 0.01% 322 0 0.0% Q4 2025 Jan 26, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 13,456 727 0.02% 0.02% 323 -530 -3.79% Q4 2025 Jan 07, 2026
Brookwood Investment Group LLC History Added to 13,299 718 0.09% 0.08% 324 +908 7.33% Q4 2025 Jan 22, 2026
BANK OF MONTREAL /CAN/ History Added to 13,251 716 0.0% 0.0% 325 +5,212 64.83% Q4 2025 Feb 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 13,232 715 0.05% 0.03% 326 +4,780 56.55% Q4 2025 Jan 08, 2026
DV EQUITIES, LLC History New 12,898 697 0.13% 327 +12,898 New Q4 2025 Feb 17, 2026
Laurel Wealth Planning LLC History Added to 12,913 697 0.39% 0.28% 328 +2,846 28.27% Q4 2025 Jan 23, 2026
Mutual Advisors, LLC History Added to 12,681 685 0.01% 0.01% 330 +4,003 46.13% Q4 2025 Feb 02, 2026
Moneda S.A. Administradora General de Fondos History Added to 12,676 685 0.62% 0.59% 329 +2,794 28.27% Q4 2025 Feb 17, 2026
Symphony Financial, Ltd. Co. History Added to 12,679 685 0.09% 0.08% 331 +563 4.65% Q4 2025 Feb 11, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 12,668 684 0.1% 0.1% 332 0 0.0% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 12,629 683 0.0% 0.0% 333 +2,542 25.2% Q4 2025 Feb 05, 2026
Savior LLC History Added to 12,554 678 2.45% 2.9% 334 +19 0.15% Q4 2025 Jan 15, 2026
Revisor Wealth Management LLC History Added to 12,470 659 0.18% 0.09% 336 +7,423 147.08% Q4 2025 Jan 27, 2026
Riverpoint Wealth Management Holdings, LLC History No change 12,208 659 0.14% 0.14% 335 0 0.0% Q4 2025 Feb 10, 2026
Summit Trail Advisors, LLC History Reduced 12,152 656 0.01% 0.02% 337 -14,888 -55.06% Q4 2025 Feb 17, 2026
Capital Wealth Alliance, LLC History Added to 12,251 654 0.28% 0.28% 338 +1,262 11.48% Q4 2025 Feb 17, 2026
Cobblestone Asset Management LLC History Added to 12,115 654 0.29% 0.28% 339 +206 1.73% Q4 2025 Jan 15, 2026
OMNI 360 Wealth, Inc. History New 12,242 651 0.33% 340 +12,242 New Q4 2025 Jan 29, 2026
Laird Norton Wetherby Trust Company, LLC History New 12,019 649 0.01% 341 +12,019 New Q4 2025 Feb 17, 2026
BigSur Wealth Management LLC History No change 12,000 648 0.16% 0.15% 342 0 0.0% Q4 2025 Jan 27, 2026
Peak Planning Group, LLC History New 11,881 642 0.18% 344 +11,881 New Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 11,885 642 0.07% 0.1% 343 -2,632 -18.13% Q4 2025 Feb 17, 2026
Marathon Trading Investment Management LLC History New 11,790 637 0.01% 345 +11,790 New Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Reduced 11,550 624 0.02% 0.06% 346 -4,647 -28.69% Q4 2025 Feb 04, 2026
GK Wealth Management LLC History Added to 11,410 616 0.41% 0.4% 347 +940 8.98% Q4 2025 Jan 05, 2026
Heartwood Wealth Advisors LLC History Added to 11,340 612 0.06% 0.05% 349 +1,449 14.65% Q4 2025 Jan 12, 2026
IHT Wealth Management, LLC History Reduced 11,329 612 0.01% 0.01% 348 -5 -0.04% Q4 2025 Feb 17, 2026
DENALI ADVISORS LLC History Added to 11,300 610 0.07% 0.06% 350 +500 4.63% Q4 2025 Feb 03, 2026
NORDEN GROUP LLC History Added to 10,805 584 0.06% 0.05% 351 +2,201 25.58% Q4 2025 Jan 13, 2026
Keel Point, LLC History No change 10,621 574 0.03% 0.03% 352 0 0.0% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Added to 10,606 573 0.0% 0.0% 353 +1,152 12.19% Q4 2025 Jan 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 10,579 571 0.02% 0.02% 354 +430 4.24% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Added to 10,425 563 0.0% 0.0% 355 +1,464 16.34% Q4 2025 Feb 18, 2026
Glaxis Capital Management, LLC History New 10,275 555 0.95% 356 +10,275 New Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Added to 10,157 549 0.02% 0.02% 357 +295 2.99% Q4 2025 Feb 12, 2026
Bensler, LLC History No change 9,835 531 0.05% 0.05% 358 0 0.0% Q4 2025 Feb 04, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 9,811 530 0.0% 0.0% 359 -111 -1.12% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Reduced 9,787 528 0.02% 0.02% 360 -233 -2.33% Q4 2025 Feb 19, 2026
Beacon Financial Advisory LLC History Reduced 9,740 526 0.12% 0.16% 361 -3,875 -28.46% Q4 2025 Feb 17, 2026
Sage Capital Management, LLC History Reduced 9,664 522 0.24% 0.23% 362 -2 -0.02% Q4 2025 Jan 15, 2026
Prospera Financial Services Inc History Reduced 9,639 520 0.01% 0.01% 363 -3,099 -24.33% Q4 2025 Feb 09, 2026
Prosperity Consulting Group, LLC History Added to 9,605 519 0.02% 0.02% 364 +2,535 35.86% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History No change 9,584 518 0.0% 0.0% 365 0 0.0% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History Added to 9,547 516 0.07% 0.07% 366 +579 6.46% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History New 9,510 514 0.02% 367 +9,510 New Q4 2025 Jan 06, 2026
Quantinno Capital Management LP History New 9,506 513 0.0% 369 +9,506 New Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 9,497 513 0.0% 368 +9,497 New Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Reduced 9,474 512 0.0% 0.0% 370 -821 -7.97% Q4 2025 Feb 12, 2026
Beverly Hills Private Wealth, LLC History No change 9,395 507 0.09% 0.09% 371 0 0.0% Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 8,917 481 0.03% 0.04% 372 -2,120 -19.21% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 8,766 473 0.01% 0.0% 373 +4,445 102.87% Q4 2025 Jan 23, 2026
Alliance Wealth Advisors, LLC History No change 8,600 464 0.2% 0.2% 374 0 0.0% Q4 2025 Jan 14, 2026
Rothschild Wealth LLC History Reduced 8,546 461 0.04% 0.12% 375 -1,988 -18.87% Q4 2025 Feb 17, 2026
Twin Lakes Capital Management, LLC History Reduced 8,512 460 0.2% 0.21% 376 -299 -3.39% Q4 2025 Feb 04, 2026
Clientfirst Wealth Management, LLC History Reduced 8,485 458 0.37% 0.48% 377 -3,000 -26.12% Q4 2025 Feb 06, 2026
Lotus Technology Management, LP History New 8,436 455 0.25% 378 +8,436 New Q4 2025 Feb 17, 2026
Empirical Asset Management, LLC History Reduced 8,391 453 0.13% 0.13% 379 -500 -5.62% Q4 2025 Feb 06, 2026
Lewis Asset Management, LLC History Reduced 8,395 453 0.18% 0.18% 380 -70 -0.83% Q4 2025 Jan 15, 2026
GFS Advisors, LLC History Added to 8,358 451 0.05% 0.04% 381 +1,784 27.14% Q4 2025 Feb 11, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 8,350 451 0.03% 0.03% 382 0 0.0% Q4 2025 Feb 04, 2026
MBA Advisors LLC History Reduced 8,325 449 0.18% 0.19% 383 -41 -0.49% Q4 2025 Jan 21, 2026
Vestmark Advisory Solutions, Inc. History Reduced 8,271 447 0.01% 0.13% 384 -125,104 -93.8% Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 8,271 447 0.02% 385 +8,271 New Q4 2025 Feb 12, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 8,210 443 0.03% 0.03% 386 0 0.0% Q4 2025 Feb 10, 2026
Ameliora Wealth Management Ltd. History Reduced 8,130 439 0.13% 0.16% 387 -1,288 -13.68% Q4 2025 Jan 21, 2026
Werba Rubin Papier Wealth Management History No change 8,125 439 0.12% 0.07% 388 0 0.0% Q4 2025 Jan 27, 2026
Prospect Financial Services LLC History Reduced 8,116 438 0.25% 0.32% 389 -2,677 -24.8% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Reduced 8,000 432 0.03% 0.03% 390 -587 -6.84% Q4 2025 Feb 13, 2026
JACKSON SQUARE CAPITAL, LLC History Reduced 7,905 427 0.08% 0.09% 391 -93 -1.16% Q4 2025 Jan 21, 2026
New England Private Wealth Advisors LLC History No change 7,872 425 0.05% 0.05% 392 0 0.0% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 7,812 422 0.0% 0.01% 393 -11,225 -58.96% Q4 2025 Feb 12, 2026
GenTrust, LLC History Reduced 7,777 420 0.02% 0.02% 394 -893 -10.3% Q4 2025 Feb 02, 2026
Haven Global Partners, LLC History Reduced 7,600 410 0.3% 0.54% 395 -7,000 -47.95% Q4 2025 Jan 26, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 7,469 403 0.0% 0.0% 396 +243 3.36% Q4 2025 Feb 18, 2026
Global Retirement Partners, LLC History Added to 7,447 402 0.01% 0.01% 397 +2,951 65.64% Q4 2025 Feb 06, 2026
JGP Wealth Management, LLC History Added to 7,425 401 0.04% 0.04% 398 +1,331 21.84% Q4 2025 Jan 12, 2026
Diversify Advisory Services, LLC History Added to 7,480 395 0.01% 0.01% 399 +1,621 27.67% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 7,253 392 0.0% 0.0% 400 +1,064 17.19% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Reduced 7,134 385 0.01% 0.01% 401 -434 -5.73% Q4 2025 Jan 14, 2026
Tempo Wealth, LLC History New 7,118 384 0.07% 403 +7,118 New Q4 2025 Feb 25, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 7,120 384 0.01% 0.01% 402 -6,435 -47.47% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History No change 7,060 381 0.0% 0.0% 404 0 0.0% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 7,015 379 0.0% 0.0% 405 +511 7.86% Q4 2025 Jan 20, 2026
Wealthspire Advisors, LLC History Added to 6,990 377 0.0% 0.0% 407 +190 2.79% Q4 2025 Feb 13, 2026
CHATHAM CAPITAL GROUP, INC. History No change 6,975 377 0.05% 0.05% 406 0 0.0% Q4 2025 Jan 14, 2026
Murphy & Mullick Capital Management Corp History Reduced 6,970 376 0.27% 0.29% 408 -250 -3.46% Q4 2025 Feb 10, 2026
OneDigital Investment Advisors LLC History Reduced 6,935 374 0.0% 0.0% 409 -735 -9.58% Q4 2025 Feb 13, 2026
Intellectus Partners, LLC History Added to 6,872 371 0.07% 0.06% 410 +1,000 17.03% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 6,871 368 0.0% 0.01% 411 -718 -9.46% Q4 2025 Jan 23, 2026
Yoffe Investment Management, LLC History No change 6,656 359 0.46% 0.45% 412 0 0.0% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Added to 6,635 358 0.0% 0.01% 413 +526 8.61% Q4 2025 Jan 29, 2026
HUNTINGTON NATIONAL BANK History Reduced 6,542 353 0.0% 0.0% 414 -2,267 -25.74% Q4 2025 Feb 09, 2026
MEEDER ASSET MANAGEMENT INC History New 6,523 352 0.02% 415 +6,523 New Q4 2025 Feb 11, 2026
Phraction Management LLC History New 6,306 340 0.09% 416 +6,306 New Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Added to 6,231 336 0.0% 0.0% 417 +5,570 842.66% Q4 2025 Jan 30, 2026
PACK Private Wealth, LLC History Reduced 6,233 336 0.15% 0.16% 419 -454 -6.79% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History No change 6,232 336 0.01% 0.01% 418 0 0.0% Q4 2025 Jan 22, 2026
First Growth Capital LLC History New 6,276 335 0.3% 420 +6,276 New Q4 2025 Feb 19, 2026
Financial Network Wealth Advisors LLC History Added to 6,151 332 0.35% 0.23% 421 +2,101 51.88% Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Added to 6,095 329 0.0% 0.0% 423 +215 3.66% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History Reduced 6,088 329 0.02% 0.02% 422 -80 -1.3% Q4 2025 Jan 30, 2026
Pictet Asset Management Holding SA History Reduced 6,060 327 0.0% 0.0% 424 -870 -12.55% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 6,044 326 0.0% 0.0% 425 -554 -8.4% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History No change 6,019 325 0.0% 0.0% 426 0 0.0% Q4 2025 Jan 20, 2026
Ewing Morris & Co. Investment Partners Ltd. History New 5,900 323 0.14% 427 +5,900 New Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Reduced 5,969 322 0.0% 0.0% 428 -641 -9.7% Q4 2025 Feb 18, 2026
Envestnet Portfolio Solutions, Inc. History Added to 5,927 320 0.0% 0.0% 430 +277 4.9% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Reduced 5,925 320 0.01% 0.01% 429 -45 -0.75% Q4 2025 Feb 11, 2026
Keebeck Wealth Management History Reduced 5,905 319 0.04% 0.05% 431 -2,745 -31.73% Q4 2025 Feb 17, 2026
Matrix Trust Co History Reduced 5,846 316 0.05% 0.05% 432 -101 -1.7% Q4 2025 Jan 13, 2026
Prosperity Planning, Inc. History No change 5,858 316 0.08% 0.08% 433 0 0.0% Q4 2025 Jan 14, 2026
K.J. Harrison & Partners Inc History No change 5,677 307 0.04% 0.04% 434 0 0.0% Q4 2025 Feb 03, 2026
INDEPENDENT INVESTORS INC History No change 5,620 303 0.06% 0.06% 435 0 0.0% Q4 2025 Jan 15, 2026
Eastover Investment Advisors LLC History No change 5,609 303 0.13% 0.13% 436 0 0.0% Q4 2025 Jan 12, 2026
Silverleafe Capital Partners, LLC History New 5,516 298 0.09% 437 +5,516 New Q4 2025 Jan 12, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 5,524 298 0.15% 0.15% 438 0 0.0% Q4 2025 Feb 17, 2026
NATIXIS History Reduced 5,485 294 0.0% 0.0% 439 -1,579 -22.35% Q4 2025 Feb 13, 2026
Modus Advisors, LLC History Reduced 5,319 287 0.08% 0.11% 440 -2,739 -33.99% Q4 2025 Feb 11, 2026
Fairway Wealth LLC History No change 5,288 285 0.08% 0.08% 441 0 0.0% Q4 2025 Jan 28, 2026
Pathstone Holdings, LLC History New 5,248 283 0.0% 442 +5,248 New Q4 2025 Feb 13, 2026
Marex Group plc History Reduced 5,230 282 0.0% 0.01% 444 -19,400 -78.77% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 5,220 282 0.01% 0.01% 443 -50 -0.95% Q4 2025 Feb 06, 2026
Klingman & Associates, LLC History No change 5,215 281 0.01% 0.01% 445 0 0.0% Q4 2025 Jan 29, 2026
Waterfront Wealth Inc. History No change 5,447 280 0.05% 0.06% 446 0 0.0% Q4 2025 Jan 27, 2026
INVESTMENT PARTNERS, LTD. History No change 5,125 277 0.1% 0.09% 447 0 0.0% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Reduced 5,110 276 0.0% 0.0% 448 -3,386 -39.85% Q4 2025 Feb 17, 2026
Trivium Point Advisory, LLC History No change 5,108 276 0.03% 0.03% 449 0 0.0% Q4 2025 Jan 26, 2026
Sharper & Granite LLC History New 5,100 275 0.1% 451 +5,100 New Q4 2025 Jan 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 5,092 275 0.0% 0.0% 450 -505 -9.02% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 5,050 272 0.01% 452 +5,050 New Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Added to 5,022 271 0.0% 0.0% 453 +1,104 28.18% Q4 2025 Feb 17, 2026
Busey Bank History No change 4,981 269 0.01% 0.01% 454 0 0.0% Q4 2025 Jan 27, 2026
AlphaCore Capital LLC History Reduced 4,973 268 0.01% 0.01% 455 -1,766 -26.21% Q4 2025 Feb 05, 2026
Verus Financial Partners, Inc. History No change 5,199 267 0.02% 0.03% 456 0 0.0% Q4 2025 Feb 02, 2026
Kovack Advisors, Inc. History New 4,906 265 0.01% 457 +4,906 New Q4 2025 Feb 17, 2026
Fort Sheridan Advisors LLC History No change 4,900 264 0.03% 0.03% 458 0 0.0% Q4 2025 Feb 10, 2026
Midwest Trust Co History No change 4,868 263 0.0% 0.0% 459 0 0.0% Q4 2025 Feb 04, 2026
Ausdal Financial Partners, Inc. History Reduced 4,823 260 0.01% 0.01% 460 -634 -11.62% Q4 2025 Feb 13, 2026
STEVENS CAPITAL MANAGEMENT LP History Reduced 4,800 259 0.09% 0.05% 461 -2,009 -29.51% Q4 2025 Feb 03, 2026
Baird Financial Group, Inc. History Added to 4,755 257 0.0% 0.0% 462 +681 16.72% Q4 2025 Feb 13, 2026
Advisory Alpha, LLC History Reduced 4,667 252 0.01% 0.01% 463 -4,449 -48.8% Q4 2025 Feb 06, 2026
Nadler Financial Group, Inc. History Reduced 4,638 250 0.02% 0.02% 464 -95 -2.01% Q4 2025 Jan 28, 2026
Van Hulzen Asset Management, LLC History No change 4,639 250 0.02% 0.02% 465 0 0.0% Q4 2025 Feb 06, 2026
Cornerstone Wealth Management, LLC History Reduced 4,559 246 0.01% 0.06% 467 -15,859 -77.67% Q4 2025 Feb 05, 2026
Merit Financial Group, LLC History Reduced 4,563 246 0.0% 0.0% 466 -2,593 -36.24% Q4 2025 Jan 26, 2026
Advocate Investing Services LLC History New 4,537 245 0.22% 469 +4,537 New Q4 2025 Feb 12, 2026
Freestone Capital Holdings, LLC History No change 4,544 245 0.01% 0.01% 468 0 0.0% Q4 2025 Jan 23, 2026
SAX WEALTH ADVISORS, LLC History Added to 4,497 243 0.01% 0.01% 470 +116 2.65% Q4 2025 Jan 12, 2026
Savant Capital, LLC History New 4,490 242 0.0% 471 +4,490 New Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History Reduced 4,420 238 0.01% 0.02% 472 -5,720 -56.41% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 4,341 234 0.0% 0.0% 473 +11 0.25% Q4 2025 Jan 16, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 4,292 231 0.06% 0.01% 474 +3,755 699.26% Q4 2025 Feb 17, 2026
Hudson Oak Wealth Advisory LLC History New 4,271 230 0.2% 475 +4,271 New Q4 2025 Jan 23, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 4,248 229 0.04% 0.05% 476 0 0.0% Q4 2025 Feb 11, 2026
M Wealth Management, LLC History No change 4,250 229 0.2% 0.19% 477 0 0.0% Q4 2025 Jan 29, 2026
Rossmore Private Capital History Added to 4,205 227 0.02% 0.02% 478 +1,085 34.78% Q4 2025 Feb 05, 2026
DGS Capital Management, LLC History No change 4,204 227 0.04% 0.04% 479 0 0.0% Q4 2025 Feb 24, 2026
High Net Worth Advisory Group LLC History No change 4,150 224 0.05% 0.05% 480 0 0.0% Q4 2025 Jan 23, 2026
Joel Isaacson & Co., LLC History New 4,095 221 0.01% 481 +4,095 New Q4 2025 Jan 30, 2026
VICTORY CAPITAL MANAGEMENT INC History New 4,016 217 0.0% 482 +4,016 New Q4 2025 Feb 13, 2026
WestEnd Advisors, LLC History Added to 4,016 217 0.01% 0.0% 483 +2,803 231.08% Q4 2025 Jan 27, 2026
Next Capital Management LLC History No change 4,000 216 0.07% 0.07% 484 0 0.0% Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 3,980 215 0.0% 0.0% 485 -36 -0.9% Q4 2025 Jan 16, 2026
Y.D. More Investments Ltd History No change 3,970 214 0.01% 0.01% 486 0 0.0% Q4 2025 Jan 21, 2026
CERTUITY, LLC History Reduced 3,951 213 0.01% 0.02% 487 -515 -11.53% Q4 2025 Jan 30, 2026
Permanent Capital Management, LP History New 3,915 211 0.04% 489 +3,915 New Q4 2025 Jan 07, 2026
MONTAG A & ASSOCIATES INC History Reduced 3,911 211 0.01% 0.01% 488 -187 -4.56% Q4 2025 Feb 02, 2026
Magnus Financial Group LLC History No change 3,898 210 0.02% 0.02% 490 0 0.0% Q4 2025 Jan 07, 2026
TD ASSET MANAGEMENT INC History Reduced 3,829 206 0.0% 0.0% 491 -1,562 -28.97% Q4 2025 Feb 10, 2026
First City Capital Management, Inc. History New 3,745 202 0.11% 492 +3,745 New Q4 2025 Jan 14, 2026
Fairtree Asset Management (Pty) Ltd History Reduced 3,433 185 0.09% 0.14% 493 -661 -16.15% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 3,383 183 0.0% 0.0% 494 -851 -20.1% Q4 2025 Jan 26, 2026
Hurley Capital, LLC History No change 3,186 172 0.1% 0.09% 495 0 0.0% Q4 2025 Feb 17, 2026
LOM Asset Management Ltd History Reduced 2,955 159 0.05% 0.08% 496 -2,138 -41.98% Q4 2025 Jan 23, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 2,900 156 0.02% 0.02% 497 0 0.0% Q4 2025 Jan 14, 2026
Spire Wealth Management History Reduced 2,850 154 0.01% 0.01% 498 -2,502 -46.75% Q4 2025 Jan 14, 2026
AlphaCentric Advisors LLC History New 2,689 145 0.14% 499 +2,689 New Q4 2025 Feb 12, 2026
Graney & King, LLC History Reduced 2,682 144 0.08% 0.1% 500 -200 -6.94% Q4 2025 Feb 13, 2026
Finley Financial, LLC History No change 2,600 140 0.06% 0.06% 501 0 0.0% Q4 2025 Jan 21, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,525 136 0.0% 0.0% 502 +406 19.16% Q4 2025 Feb 09, 2026
Sankala Group LLC History New 2,580 134 0.11% 504 +2,580 New Q4 2025 Mar 02, 2026
Jessup Wealth Management, Inc History Reduced 2,490 134 0.04% 0.08% 503 -1,819 -42.21% Q4 2025 Feb 11, 2026
Gerber Kawasaki Wealth & Investment Management History New 2,464 133 0.0% 505 +2,464 New Q4 2025 Feb 13, 2026
ORG Wealth Partners, LLC History No change 2,442 131 0.03% 0.03% 506 0 0.0% Q4 2025 Jan 14, 2026
Tradewinds Capital Management, LLC History Reduced 2,253 121 0.03% 0.03% 507 -37 -1.62% Q4 2025 Jan 14, 2026
Register Financial Advisors LLC History Added to 2,052 110 0.04% 0.04% 508 +25 1.23% Q4 2025 Jan 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 2,026 109 0.0% 0.0% 509 -1,097 -35.13% Q4 2025 Feb 11, 2026
Triumph Capital Management History New 1,896 102 0.02% 511 +1,896 New Q4 2025 Feb 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,886 102 0.0% 0.0% 510 0 0.0% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Added to 1,780 96 0.01% 0.01% 512 +490 37.98% Q4 2025 Feb 13, 2026
Rialto Wealth Management, LLC History No change 1,665 89 0.02% 0.02% 513 0 0.0% Q4 2025 Jan 12, 2026
Glen Eagle Advisors, LLC History Reduced 1,640 88 0.01% 0.01% 514 -38 -2.26% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 1,614 87 0.0% 0.0% 515 +62 3.99% Q4 2025 Jan 27, 2026
Ancora Advisors LLC History No change 1,600 86 0.0% 0.0% 516 0 0.0% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 1,587 85 0.0% 518 +1,587 New Q4 2025 Feb 05, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1,575 85 0.0% 0.0% 517 0 0.0% Q4 2025 Feb 03, 2026
Morse Asset Management, Inc History New 1,500 81 0.02% 519 +1,500 New Q4 2025 Feb 03, 2026
Lodestone Wealth Management LLC History New 1,497 80 0.03% 520 +1,497 New Q4 2025 Jan 15, 2026
Banque Transatlantique SA History No change 1,297 70 0.0% 0.0% 521 0 0.0% Q4 2025 Feb 26, 2026
Realta Investment Advisors History New 1,260 68 0.02% 522 +1,260 New Q4 2025 Jan 20, 2026
GAMMA Investing LLC History No change 1,245 67 0.0% 0.0% 523 0 0.0% Q4 2025 Jan 05, 2026
Aptus Capital Advisors, LLC History Reduced 1,221 65 0.0% 0.0% 524 -147 -10.75% Q4 2025 Feb 13, 2026
E Fund Management (Hong Kong) Co., Ltd. History New 1,198 63 0.02% 526 +1,198 New Q4 2025 Feb 05, 2026
WEBSTER BANK, N. A. History No change 1,180 63 0.01% 0.01% 525 0 0.0% Q4 2025 Jan 23, 2026
Key FInancial Inc History Added to 1,088 58 0.01% 0.01% 527 +110 11.25% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,000 54 0.01% 529 +1,000 New Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History No change 1,000 54 0.01% 0.01% 528 0 0.0% Q4 2025 Jan 21, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,000 54 0.02% 0.02% 530 0 0.0% Q4 2025 Feb 11, 2026
Bradley & Co. Private Wealth Management, LLC History No change 958 51 0.03% 0.03% 531 0 0.0% Q4 2025 Feb 11, 2026
Redwood Park Advisors LLC History No change 928 50 0.03% 0.03% 532 0 0.0% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 907 49 0.0% 0.0% 533 0 0.0% Q4 2025 Feb 10, 2026
MCF Advisors LLC History No change 914 49 0.0% 0.0% 534 0 0.0% Q4 2025 Feb 11, 2026
Lavaca Capital LLC History No change 810 43 0.01% 0.01% 535 0 0.0% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History Reduced 775 41 0.01% 0.01% 536 -104 -11.83% Q4 2025 Jan 21, 2026
Smartleaf Asset Management LLC History Added to 702 37 0.0% 537 +701 70100.0% Q4 2025 Feb 13, 2026
Asset Dedication, LLC History New 670 36 0.0% 538 +670 New Q4 2025 Jan 26, 2026
SageView Advisory Group, LLC History New 635 34 0.0% 539 +635 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 623 33 0.0% 0.0% 540 -649 -51.02% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 605 32 0.0% 0.02% 542 -3,009 -83.26% Q4 2025 Feb 03, 2026
HARRIS ASSOCIATES L P History No change 600 32 0.0% 0.0% 541 0 0.0% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Added to 588 31 0.0% 0.0% 543 +100 20.49% Q4 2025 Feb 04, 2026
PRIVATE TRUST CO NA History Added to 586 31 0.0% 0.0% 544 +30 5.4% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Reduced 565 30 0.0% 0.0% 545 -93 -14.13% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History Added to 538 29 0.0% 0.0% 547 +401 292.7% Q4 2025 Jan 13, 2026
ASSETMARK, INC History Added to 543 29 0.0% 0.0% 546 +298 121.63% Q4 2025 Jan 23, 2026
Abound Wealth Management History No change 500 27 0.01% 0.01% 548 0 0.0% Q4 2025 Jan 12, 2026
Ramirez Asset Management, Inc. History No change 500 27 0.0% 0.0% 549 0 0.0% Q4 2025 Feb 11, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 500 27 0.0% 0.03% 550 0 0.0% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History Added to 495 26 0.0% 0.0% 552 +32 6.91% Q4 2025 Jan 29, 2026
Manchester Capital Management LLC History No change 490 26 0.0% 0.0% 551 0 0.0% Q4 2025 Feb 11, 2026
Concord Wealth Partners History Reduced 472 25 0.0% 0.01% 554 -926 -66.24% Q4 2025 Jan 29, 2026
4Thought Financial Group Inc. History Added to 480 25 0.01% 0.01% 555 +52 12.15% Q4 2025 Jan 29, 2026
Sound Income Strategies, LLC History No change 486 25 0.0% 0.0% 553 0 0.0% Q4 2025 Jan 21, 2026
Activest Wealth Management History Reduced 438 23 0.0% 0.01% 556 -438 -50.0% Q4 2025 Jan 30, 2026
Russell Investments Group, Ltd. History Added to 379 20 0.0% 0.0% 557 +57 17.7% Q4 2025 Feb 17, 2026
Creative Capital Management Investments LLC History No change 375 20 0.01% 0.01% 558 0 0.0% Q4 2025 Jan 23, 2026
CARDIFF PARK ADVISORS, LLC History No change 370 19 0.0% 0.0% 559 0 0.0% Q4 2025 Feb 17, 2026
Glass Jacobson Investment Advisors llc History No change 361 19 0.01% 0.01% 560 0 0.0% Q4 2025 Jan 22, 2026
JDM Financial Group LLC History No change 346 18 0.01% 0.01% 561 0 0.0% Q4 2025 Feb 02, 2026
Navalign, LLC History New 301 16 0.0% 563 +301 New Q4 2025 Feb 05, 2026
Covestor Ltd History Added to 300 16 0.01% 0.0% 564 +150 100.0% Q4 2025 Feb 06, 2026
GHP Investment Advisors, Inc. History No change 300 16 0.0% 0.0% 562 0 0.0% Q4 2025 Jan 27, 2026
Roble, Belko & Company, Inc History New 279 15 0.0% 565 +279 New Q4 2025 Jan 12, 2026
AE Wealth Management LLC History Reduced 267 14 0.0% 0.0% 566 -83 -23.71% Q4 2025 Jan 26, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 225 12 0.0% 0.0% 567 +64 39.75% Q4 2025 Feb 06, 2026
Breakwater Investment Management History No change 235 12 0.0% 0.0% 568 0 0.0% Q4 2025 Feb 02, 2026
BROWN BROTHERS HARRIMAN & CO History No change 197 10 0.0% 0.0% 569 0 0.0% Q4 2025 Feb 12, 2026
Smithfield Trust Co History No change 192 10 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 09, 2026
Capital Investment Advisory Services, LLC History No change 200 10 0.0% 0.0% 571 0 0.0% Q4 2025 Jan 21, 2026
WealthShield Partners, LLC History Reduced 183 9 0.0% 0.0% 573 -510 -73.59% Q4 2025 Feb 03, 2026
Ravenswood Partners LP History Reduced 177 9 0.0% 0.01% 574 -339 -65.7% Q4 2025 Feb 17, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 185 9 0.0% 0.0% 572 0 0.0% Q4 2025 Jan 23, 2026
Acumen Wealth Advisors, LLC History New 157 8 0.0% 580 +157 New Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History No change 159 8 0.0% 0.0% 575 0 0.0% Q4 2025 Feb 06, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 150 8 0.0% 0.0% 576 0 0.0% Q4 2025 Jan 28, 2026
Capital Analysts, LLC History No change 155 8 0.0% 0.0% 577 0 0.0% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History No change 153 8 0.0% 0.0% 578 0 0.0% Q4 2025 Feb 06, 2026
Truvestments Capital LLC History No change 160 8 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 13, 2026
ORG Partners LLC History No change 155 8 0.0% 0.0% 581 0 0.0% Q4 2025 Jan 14, 2026
MASECO LLP History New 132 7 0.0% 583 +132 New Q4 2025 Jan 22, 2026
WOLFF WIESE MAGANA LLC History No change 133 7 0.0% 0.0% 582 0 0.0% Q4 2025 Jan 14, 2026
Byrne Asset Management LLC History Reduced 100 5 0.0% 0.01% 586 -100 -50.0% Q4 2025 Jan 12, 2026
Greykasell Wealth Strategies, Inc. History New 100 5 0.0% 588 +100 New Q4 2025 Feb 11, 2026
BARRETT & COMPANY, INC. History No change 110 5 0.0% 0.0% 584 0 0.0% Q4 2025 Jan 28, 2026
TD Capital Management LLC History No change 108 5 0.0% 0.0% 585 0 0.0% Q4 2025 Feb 26, 2026
Sachetta, LLC History No change 100 5 0.0% 0.0% 587 0 0.0% Q4 2025 Feb 02, 2026
Stone House Investment Management, LLC History New 87 4 0.0% 590 +87 New Q4 2025 Jan 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 75 4 0.0% 589 +75 New Q4 2025 Jan 20, 2026
HighMark Wealth Management LLC History No change 76 4 0.0% 0.0% 591 0 0.0% Q4 2025 Feb 05, 2026
SJS Investment Consulting Inc. History No change 80 4 0.0% 0.0% 592 0 0.0% Q4 2025 Jan 21, 2026
Global Trust Asset Management, LLC History Reduced 64 3 0.0% 0.0% 594 -63 -49.61% Q4 2025 Jan 20, 2026
Harvest Fund Management Co., Ltd History No change 48 3 0.0% 0.0% 593 0 0.0% Q4 2025 Feb 11, 2026
1620 INVESTMENT ADVISORS, INC. History No change 59 3 0.0% 0.0% 595 0 0.0% Q4 2025 Feb 05, 2026
Stephens Consulting, LLC History No change 58 3 0.0% 0.0% 596 0 0.0% Q4 2025 Jan 13, 2026
Coston, McIsaac & Partners History New 52 2 0.0% 599 +52 New Q4 2025 Feb 03, 2026
FIFTH THIRD BANCORP History No change 42 2 0.0% 0.0% 597 0 0.0% Q4 2025 Feb 02, 2026
SOA Wealth Advisors, LLC. History No change 37 2 0.0% 0.0% 598 0 0.0% Q4 2025 Jan 20, 2026
Kilter Group LLC History No change 49 2 0.0% 0.0% 600 0 0.0% Q4 2025 Feb 13, 2026
ATLAS CAPITAL ADVISORS INC. History New 30 1 0.0% 601 +30 New Q4 2025 Feb 13, 2026
CHANNING GLOBAL ADVISORS, LLC History Reduced 28 1 0.0% 0.0% 605 -5 -15.15% Q4 2025 Feb 10, 2026
CX Institutional History Reduced 11 1 0.0% 0.0% 603 -3 -21.43% Q4 2025 Feb 02, 2026
EverSource Wealth Advisors, LLC History No change 25 1 0.0% 0.0% 602 0 0.0% Q4 2025 Feb 06, 2026
Investment Research & Advisory Group, Inc. History No change 20 1 0.0% 0.0% 604 0 0.0% Q4 2025 Jan 20, 2026
Centiva Capital, LP History Closed out 0 0 0.13% -254,400 -100.0% Q3 2025 Nov 14, 2025
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Closed out 0 0 0.02% -252,481 -100.0% Q3 2025 Nov 14, 2025
Leibman Financial Services, Inc. History Closed out 0 0 4.3% -128,100 -100.0% Q3 2025 Oct 20, 2025
ARBOR TRUST WEALTH ADVISORS, LLC History Closed out 0 0 1.97% -83,922 -100.0% Q3 2025 Nov 10, 2025
Banco BTG Pactual S.A. History Closed out 0 0 0.61% -80,000 -100.0% Q3 2025 Nov 13, 2025
Candriam S.C.A. History Closed out 0 0 0.02% -78,000 -100.0% Q3 2025 Nov 06, 2025
Riggs Asset Managment Co. Inc. History Closed out 0 0 0.83% -73,817 -100.0% Q3 2025 Nov 13, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.02% -65,000 -100.0% Q3 2025 Nov 14, 2025
DE BURLO GROUP INC History Closed out 0 0 0.34% -54,000 -100.0% Q3 2025 Nov 13, 2025
Hosking Partners LLP History Closed out 0 0 0.08% -42,795 -100.0% Q3 2025 Oct 23, 2025
Atom Investors LP History Closed out 0 0 0.17% -42,413 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 0.01% -38,000 -100.0% Q3 2025 Nov 14, 2025
Caption Management, LLC History Closed out 0 0 0.02% -37,800 -100.0% Q3 2025 Nov 14, 2025
Texas Yale Capital Corp. History Closed out 0 0 0.06% -35,450 -100.0% Q3 2025 Nov 07, 2025
Verition Fund Management LLC History Closed out 0 0 0.01% -30,000 -100.0% Q3 2025 Nov 14, 2025
Gateway Wealth Partners, LLC History Closed out 0 0 0.2% -28,645 -100.0% Q3 2025 Nov 06, 2025
Algorithmic Investment Models, LLC History Closed out 0 0 0.95% -27,401 -100.0% Q3 2025 Nov 10, 2025
CLOUGH CAPITAL PARTNERS L P History Closed out 0 0 0.11% -23,129 -100.0% Q3 2025 Nov 14, 2025
Portman Square Capital LLP History Closed out 0 0 0.05% -22,500 -100.0% Q3 2025 Oct 16, 2025
Providence First Trust Co History Closed out 0 0 0.39% -21,706 -100.0% Q3 2025 Oct 29, 2025
Connective Portfolio Management, LLC History Closed out 0 0 1.93% -21,000 -100.0% Q3 2025 Oct 16, 2025
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -20,646 -100.0% Q3 2025 Nov 12, 2025
Canal Insurance CO History Closed out 0 0 0.22% -20,000 -100.0% Q3 2025 Oct 27, 2025
IMC-Chicago, LLC History Closed out 0 0 0.0% -19,718 -100.0% Q3 2025 Nov 04, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -17,194 -100.0% Q3 2025 Nov 10, 2025
EDMOND DE ROTHSCHILD HOLDING S.A. History Closed out 0 0 0.01% -14,000 -100.0% Q3 2025 Nov 13, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 0.09% -12,182 -100.0% Q3 2025 Nov 13, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -12,014 -100.0% Q3 2025 Oct 14, 2025
1832 Asset Management L.P. History Closed out 0 0 0.0% -9,000 -100.0% Q3 2025 Nov 14, 2025
Ashton Thomas Private Wealth, LLC History Closed out 0 0 0.01% -6,447 -100.0% Q3 2025 Nov 04, 2025
Headlands Technologies LLC History Closed out 0 0 0.03% -6,311 -100.0% Q3 2025 Nov 12, 2025
Sunbelt Securities, Inc. History Closed out 0 0 0.02% -6,016 -100.0% Q3 2025 Nov 19, 2025
WMG Financial Advisors, LLC History Closed out 0 0 0.08% -4,765 -100.0% Q3 2025 Oct 23, 2025
Lynx Investment Advisory History Closed out 0 0 0.14% -4,442 -100.0% Q3 2025 Nov 06, 2025
SEVEN MILE ADVISORY History Closed out 0 0 0.04% -4,380 -100.0% Q3 2025 Nov 13, 2025
MGO ONE SEVEN LLC History Closed out 0 0 0.01% -4,365 -100.0% Q3 2025 Oct 24, 2025
Capital Advisors Wealth Management, LLC History Closed out 0 0 0.03% -4,320 -100.0% Q3 2025 Oct 16, 2025
MOODY ALDRICH PARTNERS LLC History Closed out 0 0 0.04% -4,152 -100.0% Q3 2025 Oct 21, 2025
TRANSCEND CAPITAL ADVISORS, LLC History Closed out 0 0 0.02% -4,150 -100.0% Q3 2025 Nov 04, 2025
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Closed out 0 0 0.02% -3,842 -100.0% Q3 2025 Oct 28, 2025
Cardinal Point Capital Management ULC History Closed out 0 0 0.01% -3,786 -100.0% Q3 2025 Nov 06, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -2,856 -100.0% Q3 2025 Oct 21, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -1,974 -100.0% Q3 2025 Nov 12, 2025
Twin Tree Management, LP History Closed out 0 0 0.0% -1,700 -100.0% Q3 2025 Nov 13, 2025
BOCHK Asset Management Ltd History Closed out 0 0 0.02% -1,500 -100.0% Q3 2025 Nov 12, 2025
SSA SWISS ADVISORS AG History Closed out 0 0 0.03% -1,221 -100.0% Q3 2025 Dec 03, 2025
Westside Investment Management, Inc. History Closed out 0 0 0.01% -995 -100.0% Q3 2025 Nov 04, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -480 -100.0% Q3 2025 Oct 07, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -232 -100.0% Q3 2025 Nov 14, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -170 -100.0% Q3 2025 Nov 13, 2025
J.Safra Asset Management Corp History Closed out 0 0 0.0% -160 -100.0% Q3 2025 Oct 29, 2025
Groupe la Francaise History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 13, 2025
Founders Financial Alliance, LLC History Closed out 0 0 0.0% -55 -100.0% Q3 2025 Nov 07, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -48 -100.0% Q3 2025 Nov 03, 2025
Avion Wealth History Closed out 0 0 0.0% -47 -100.0% Q3 2025 Oct 24, 2025
BASSO CAPITAL MANAGEMENT, L.P. History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Nov 13, 2025
Central Pacific Bank - Trust Division History No change 1 0 0 0.0% Q4 2025 Jan 07, 2026
LRI Investments, LLC History No change 7 0 0 0.0% Q4 2025 Feb 04, 2026