Kyndryl Holdings, Inc. - KD

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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
VANGUARD GROUP INC History Added to 28,331,302 752,479 0.01% 0.01% 1 +144,625 0.51% Q4 2025 Jan 29, 2026
FMR LLC History Reduced 25,120,476 667,199 0.03% 0.04% 2 -1,888,469 -6.99% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 22,079,296 586,426 0.01% 0.01% 3 -427,540 -1.9% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Added to 15,466,103 410,796 0.31% 0.33% 4 +346,604 2.29% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 7,372,399 195,810 0.01% 0.01% 5 -97,544 -1.31% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 6,443,037 170,933 0.09% 0.08% 6 +2,255,860 53.88% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,684,443 124,419 0.03% 0.03% 7 +76,614 1.66% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,456,962 118,996 0.01% 0.01% 8 +63,846 1.45% Q4 2025 Feb 09, 2026
DME Capital Management, LP History Reduced 3,816,353 101,362 3.56% 5.13% 9 -527,274 -12.14% Q4 2025 Feb 17, 2026
SOUND SHORE MANAGEMENT INC /CT/ History Added to 2,974,223 78,995 2.51% 2.02% 10 +939,154 46.15% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,440,661 64,823 0.01% 0.01% 11 -12,483 -0.51% Q4 2025 Feb 13, 2026
Zimmer Partners, LP History Reduced 2,227,253 59,155 1.56% 1.44% 12 -651 -0.03% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 2,213,986 58,803 0.01% 0.01% 13 +465,539 26.63% Q4 2025 Feb 19, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 2,106,806 55,956 0.03% 0.07% 14 -1,610,623 -43.33% Q4 2025 Feb 13, 2026
CORTLAND ASSOCIATES INC/MO History Reduced 2,081,328 55,280 6.98% 7.47% 15 -23,754 -1.13% Q4 2025 Jan 28, 2026
UBS Group AG History Added to 2,056,198 54,612 0.01% 0.01% 16 +27,860 1.37% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Reduced 1,964,320 52,172 0.01% 0.01% 17 -46,869 -2.33% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 1,942,497 51,592 0.0% 0.0% 18 -49,463 -2.48% Q4 2025 Feb 13, 2026
GMT CAPITAL CORP History Reduced 1,930,860 51,283 2.67% 3.22% 19 -434,000 -18.35% Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Added to 1,917,036 50,916 0.52% 0.52% 20 +186,620 10.78% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Added to 1,597,016 42,416 0.01% 0.01% 21 +9,505 0.6% Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Added to 1,658,549 42,276 0.07% 0.08% 22 +81,422 5.16% Q4 2025 Jan 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,589,760 42,224 0.0% 0.0% 23 -190,019 -10.68% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 1,246,297 33,101 0.01% 0.01% 24 +46,858 3.91% Q4 2025 Feb 11, 2026
Allianz Asset Management GmbH History Added to 1,213,874 32,240 0.03% 0.04% 25 +136,449 12.66% Q4 2025 Feb 11, 2026
Arnhold LLC History Added to 1,198,424 31,830 2.41% 2.54% 26 +187,753 18.58% Q4 2025 Feb 09, 2026
D. E. Shaw & Co., Inc. History Added to 1,135,156 30,149 0.02% 0.01% 27 +831,141 273.39% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,058,325 28,109 0.01% 0.01% 28 +140,839 15.35% Q4 2025 Feb 13, 2026
Douglas Lane & Associates, LLC History Added to 962,390 25,561 0.35% 0.34% 29 +146,257 17.92% Q4 2025 Jan 22, 2026
JPMORGAN CHASE & CO History Added to 861,845 22,890 0.0% 0.0% 30 +218,457 33.95% Q4 2025 Feb 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 825,889 21,935 0.06% 0.08% 31 -50,611 -5.77% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 812,632 21,583 0.0% 0.0% 32 +216,264 36.26% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 758,849 20,155 0.04% 0.04% 33 +142,843 23.19% Q4 2025 Feb 05, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 750,000 19,920 0.03% 0.03% 34 +200,000 36.36% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 743,507 19,747 0.01% 0.01% 35 +136,900 22.57% Q4 2025 Feb 17, 2026
NORGES BANK History New 735,671 19,539 0.0% 36 +735,671 New Q4 2025 Feb 10, 2026
FEDERATED HERMES, INC. History Reduced 686,384 18,230 0.03% 0.04% 37 -5,112 -0.74% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 677,534 17,995 0.0% 0.0% 38 -29,384 -4.16% Q4 2025 Feb 13, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC History New 650,936 17,289 0.78% 39 +650,936 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Added to 646,050 17,159 0.08% 0.07% 40 +146,013 29.2% Q4 2025 Feb 12, 2026
Leith Wheeler Investment Counsel Ltd. History Added to 644,099 17,107 1.28% 1.28% 41 +14,288 2.27% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Added to 637,373 16,928 0.01% 0.01% 42 +24,940 4.07% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 583,780 15,505 0.0% 0.0% 43 -264,186 -31.16% Q4 2025 Mar 25, 2026
GW&K Investment Management, LLC History Added to 517,975 13,757 0.12% 0.13% 44 +38,024 7.92% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 498,251 13,233 0.0% 0.0% 45 +151,046 43.5% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History Reduced 496,726 13,193 0.03% 0.05% 46 -78,520 -13.65% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 491,751 13,060 0.01% 0.01% 47 -21,935 -4.27% Q4 2025 Feb 02, 2026
Twin Tree Management, LP History Reduced 491,600 13,056 0.11% 0.07% 48 -55,400 -10.13% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Reduced 490,938 13,039 0.03% 0.04% 49 -140,118 -22.2% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 473,642 12,579 0.05% 0.03% 50 +214,935 83.08% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 459,160 12,195 0.01% 0.02% 51 -143,332 -23.79% Q4 2025 Feb 17, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 460,268 12,160 0.01% 0.01% 52 -26,232 -5.39% Q4 2025 Jan 08, 2026
Swiss National Bank History Added to 455,700 12,103 0.01% 0.01% 53 +7,000 1.56% Q4 2025 Feb 12, 2026
Vident Advisory, LLC History Reduced 452,325 12,013 0.11% 0.15% 54 -84,944 -15.81% Q4 2025 Feb 18, 2026
Candriam S.C.A. History Reduced 428,199 11,373 0.06% 0.09% 55 -144,570 -25.24% Q4 2025 Feb 13, 2026
Nuveen, LLC History No change 408,665 10,854 0.0% 0.0% 56 0 0.0% Q4 2025 Feb 12, 2026
Solas Capital Management, LLC History New 407,634 10,826 6.14% 57 +407,634 New Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 405,976 10,782 0.01% 0.01% 58 -9,405 -2.26% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Reduced 400,876 10,647 0.0% 0.0% 59 -87,489 -17.91% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Reduced 400,296 10,631 0.02% 0.03% 60 -172,489 -30.11% Q4 2025 Mar 16, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 398,035 10,571 0.0% 0.0% 61 -42,396 -9.63% Q4 2025 Feb 18, 2026
LOOMIS SAYLES & CO L P History Added to 390,593 10,374 0.01% 0.01% 62 +532 0.14% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 382,601 10,161 0.0% 0.0% 63 +71,184 22.86% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 379,847 10,088 0.01% 0.02% 64 -352,611 -48.14% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 358,806 9,529 0.0% 0.0% 65 +68,368 23.54% Q4 2025 Feb 17, 2026
Amundi History Added to 354,932 9,426 0.0% 0.0% 66 +121,516 52.06% Q4 2025 Feb 17, 2026
Bastion Asset Management Inc. History Added to 334,884 9,039 4.99% 4.22% 67 +98,943 41.94% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Reduced 325,237 8,638 0.0% 0.0% 68 -53,993 -14.24% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Added to 314,698 8,358 0.0% 0.0% 69 +52,121 19.85% Q4 2025 Jan 29, 2026
Defiance ETFs, LLC History New 308,964 8,215 0.27% 70 +308,964 New Q4 2025 Feb 17, 2026
Penserra Capital Management LLC History Reduced 308,964 8,206 0.1% 0.11% 71 -6,475 -2.05% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 305,607 8,116 0.0% 0.0% 72 +269,554 747.66% Q4 2025 Feb 10, 2026
GROUP ONE TRADING LLC History Added to 304,100 8,076 0.01% 0.01% 73 +139,100 84.3% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 297,636 7,905 0.01% 0.0% 74 +175,488 143.67% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 295,207 7,840 0.01% 0.01% 75 +73,157 32.95% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 276,056 7,334 0.01% 0.01% 76 +4,318 1.59% Q4 2025 Feb 17, 2026
Retirement Systems of Alabama History Reduced 274,313 7,285 0.02% 0.03% 77 -5,154 -1.84% Q4 2025 Jan 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 262,777 6,979 0.01% 17.7% 78 +135,800 106.95% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 248,130 6,557 0.0% 0.0% 79 +200,522 421.19% Q4 2025 Mar 20, 2026
ALGERT GLOBAL LLC History New 241,230 6,407 0.1% 80 +241,230 New Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 239,754 6,367 0.02% 0.02% 81 +922 0.39% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 237,087 6,297 0.01% 0.01% 82 -18,130 -7.1% Q4 2025 Feb 13, 2026
Boston Partners History Reduced 234,859 6,238 0.01% 0.01% 83 -18,819 -7.42% Q4 2025 Feb 13, 2026
WINTON GROUP Ltd History New 227,378 6,039 0.21% 84 +227,378 New Q4 2025 Feb 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 225,121 5,979 0.01% 0.01% 85 +6,080 2.78% Q4 2025 Jan 30, 2026
LPL Financial LLC History Reduced 218,421 5,801 0.0% 0.0% 86 -34,359 -13.59% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 216,799 5,758 0.01% 0.01% 87 -204 -0.09% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 212,332 5,639 0.01% 0.0% 88 +203,955 2434.7% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 211,856 5,626 0.0% 0.0% 89 -71,107 -25.13% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 200,486 5,326 0.0% 0.0% 90 +9,529 4.99% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 197,059 5,233 0.01% 0.01% 91 -1,899 -0.95% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 196,626 5,222 0.01% 0.01% 92 -10,360 -5.01% Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 192,724 5,114 0.01% 0.01% 93 -172,203 -47.19% Q4 2025 Feb 18, 2026
AYAL Capital Advisors Ltd History New 190,000 5,046 1.76% 94 +190,000 New Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 189,018 5,020 0.02% 0.0% 95 +177,029 1476.6% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 181,025 4,808 0.01% 0.0% 96 +71,744 65.65% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Added to 173,465 4,607 0.04% 0.05% 97 +2,750 1.61% Q4 2025 Feb 05, 2026
Hilton Capital Management, LLC History Added to 167,952 4,460 0.34% 0.37% 98 +15,732 10.34% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 165,004 4,382 0.0% 0.0% 99 +44,921 37.41% Q4 2025 Feb 10, 2026
Ancora Advisors LLC History Reduced 160,840 4,271 0.09% 0.23% 100 -221,921 -57.98% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 160,674 4,267 0.0% 101 +160,674 New Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 160,072 4,251 0.01% 0.01% 102 -225,841 -58.52% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Reduced 159,997 4,249 0.0% 0.01% 103 -75,603 -32.09% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 156,748 4,166 0.01% 0.01% 104 -33,288 -17.52% Q4 2025 Feb 13, 2026
CastleKnight Management LP History New 155,200 4,122 0.09% 105 +155,200 New Q4 2025 Feb 17, 2026
Trexquant Investment LP History Added to 154,291 4,097 0.04% 0.01% 106 +122,558 386.22% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 153,739 4,083 0.01% 0.01% 107 +72,612 89.5% Q4 2025 Feb 12, 2026
Edgestream Partners, L.P. History Added to 152,744 4,056 0.11% 0.09% 108 +46,130 43.27% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 151,638 4,027 0.01% 0.01% 109 +30,422 25.1% Q4 2025 Feb 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 151,306 4,018 0.3% 0.45% 110 -42,466 -21.92% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 147,262 3,911 0.01% 0.01% 111 +24,966 20.41% Q4 2025 Feb 17, 2026
Phocas Financial Corp. History Reduced 141,023 3,745 0.49% 0.83% 112 -71,489 -33.64% Q4 2025 Jan 26, 2026
Illinois Municipal Retirement Fund History Added to 137,313 3,647 0.05% 0.03% 113 +54,496 65.8% Q4 2025 Feb 11, 2026
STRS OHIO History Reduced 136,040 3,613 0.01% 0.02% 114 -19,691 -12.64% Q4 2025 Feb 02, 2026
Sky Investment Group LLC History Added to 135,860 3,608 0.6% 0.62% 115 +12,880 10.47% Q4 2025 Jan 14, 2026
SIMPLEX TRADING, LLC History Added to 129,184 3,431 0.0% 0.0% 116 +12,802 11.0% Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History New 126,244 3,353 0.0% 117 +126,244 New Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 126,019 3,347 0.09% 0.06% 118 +86,255 216.92% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 125,775 3,340 0.01% 0.0% 119 +99,375 376.42% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 119,412 3,171 0.0% 0.0% 120 +91,036 320.82% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 117,371 3,117 0.03% 0.04% 121 -38,625 -24.76% Q4 2025 Feb 10, 2026
Convergence Investment Partners, LLC History Added to 112,531 2,988 0.59% 0.53% 122 +33,599 42.57% Q4 2025 Feb 05, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 108,315 2,876 0.01% 123 +108,315 New Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 107,638 2,858 0.03% 0.02% 124 +27,990 35.14% Q4 2025 Jan 23, 2026
AMALGAMATED BANK History Added to 107,222 2,848 0.02% 0.02% 125 +1,339 1.26% Q4 2025 Feb 05, 2026
CITIGROUP INC History Added to 107,068 2,843 0.0% 0.0% 126 +12,684 13.44% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 104,269 2,769 0.01% 0.01% 127 -33,955 -24.57% Q4 2025 Jan 26, 2026
JANUS HENDERSON GROUP PLC History Reduced 102,327 2,719 0.0% 0.0% 128 -1,682 -1.62% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 101,682 2,700 0.02% 129 +101,682 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 99,418 2,665 0.0% 0.0% 130 +17,296 21.06% Q4 2025 Jan 08, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 100,330 2,664 0.02% 0.02% 131 -2,361 -2.3% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History New 100,210 2,661 0.0% 132 +100,210 New Q4 2025 Feb 13, 2026
Man Group plc History New 100,035 2,656 0.0% 134 +100,035 New Q4 2025 Feb 17, 2026
Drexel Morgan & Co. History New 100,000 2,656 0.42% 133 +100,000 New Q4 2025 Feb 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 96,931 2,577 0.0% 135 +96,931 New Q4 2025 Feb 13, 2026
Treasurer of the State of North Carolina History Reduced 96,907 2,574 0.01% 0.02% 136 -142,711 -59.56% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 95,123 2,526 0.03% 0.03% 137 -11,626 -10.89% Q4 2025 Feb 10, 2026
State of New Jersey Common Pension Fund D History Added to 91,315 2,425 0.01% 0.01% 138 +9,456 11.55% Q4 2025 Jan 30, 2026
Creative Planning History Added to 91,054 2,418 0.0% 0.0% 139 +6,299 7.43% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 88,766 2,357 0.0% 140 +88,766 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 88,700 2,355 0.01% 0.02% 141 -36,858 -29.36% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History New 87,787 2,331 0.03% 142 +87,787 New Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 87,318 2,319 0.01% 0.01% 143 +18 0.02% Q4 2025 Jan 15, 2026
FRANKLIN RESOURCES INC History Reduced 86,711 2,303 0.0% 0.0% 144 -7,196 -7.66% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 85,400 2,268 0.0% 0.0% 145 -94,255 -52.46% Q4 2025 Feb 12, 2026
HERALD INVESTMENT MANAGEMENT Ltd History Added to 80,000 2,124 0.28% 0.27% 146 +13,000 19.4% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 79,412 2,109 0.0% 0.0% 147 -1,457 -1.8% Q4 2025 Feb 18, 2026
TWO SIGMA ADVISERS, LP History Added to 79,100 2,100 0.0% 0.0% 148 +6,400 8.8% Q4 2025 Feb 17, 2026
CenterBook Partners LP History New 77,676 2,063 0.1% 149 +77,676 New Q4 2025 Feb 11, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 75,532 2,006 0.0% 0.0% 150 +16,302 27.52% Q4 2025 Jan 30, 2026
TCTC Holdings, LLC History No change 75,195 1,997 0.06% 0.07% 151 0 0.0% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 74,978 1,991 0.01% 0.01% 152 -2,634 -3.39% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 75,785 1,931 0.0% 0.0% 153 +47,968 172.44% Q4 2025 Feb 03, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 72,519 1,926 0.0% 0.0% 154 +2,583 3.69% Q4 2025 Jan 27, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 70,689 1,877 0.0% 0.0% 155 +20,760 41.58% Q4 2025 Feb 17, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 69,630 1,849 0.1% 0.13% 156 +1,742 2.57% Q4 2025 Feb 04, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 74,010 1,800 0.02% 0.02% 157 -2,283 -2.99% Q4 2025 Jan 21, 2026
COMERICA BANK History Reduced 67,436 1,791 0.01% 0.02% 158 -104,398 -60.76% Q4 2025 Jan 29, 2026
Empowered Funds, LLC History Added to 67,083 1,781 0.03% 0.02% 159 +3,118 4.87% Q4 2025 Feb 18, 2026
GABELLI FUNDS LLC History New 64,437 1,711 0.01% 160 +64,437 New Q4 2025 Feb 05, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 64,255 1,707 0.01% 0.01% 161 0 0.0% Q4 2025 Jan 29, 2026
Arizona State Retirement System History Reduced 64,074 1,701 0.01% 0.01% 162 -4,407 -6.44% Q4 2025 Jan 28, 2026
Louisiana State Employees Retirement System History Reduced 63,200 1,678 0.03% 0.03% 163 -1,100 -1.71% Q4 2025 Jan 16, 2026
STIFEL FINANCIAL CORP History Reduced 61,047 1,621 0.0% 0.0% 164 -4,952 -7.5% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 70,229 1,615 0.01% 0.01% 165 -11,795 -14.38% Q4 2025 Feb 18, 2026
COZAD ASSET MANAGEMENT INC History Reduced 59,823 1,588 0.12% 0.37% 166 -97,170 -61.89% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Added to 58,600 1,556 0.0% 0.01% 167 +700 1.21% Q4 2025 Feb 06, 2026
Shay Capital LLC History New 57,500 1,527 0.16% 168 +57,500 New Q4 2025 Feb 17, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 57,232 1,520 0.01% 169 +57,232 New Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 57,196 1,519 0.01% 0.01% 170 -2,127 -3.59% Q4 2025 Feb 10, 2026
COMMERCE BANK History Reduced 54,522 1,448 0.01% 0.01% 171 -1,239 -2.22% Q4 2025 Feb 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 54,034 1,435 0.01% 0.01% 172 -1,000 -1.82% Q4 2025 Jan 29, 2026
CIBC WORLD MARKETS CORP History New 53,671 1,425 0.01% 173 +53,671 New Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 53,014 1,377 0.0% 0.0% 174 +3,047 6.1% Q4 2025 Mar 09, 2026
ROYAL BANK OF CANADA History New 51,268 1,362 0.0% 175 +51,268 New Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 51,139 1,358 0.02% 0.02% 176 -382 -0.74% Q4 2025 Feb 05, 2026
Maxi Investments CY Ltd History No change 50,000 1,328 0.24% 0.31% 177 0 0.0% Q4 2025 Feb 03, 2026
KLP KAPITALFORVALTNING AS History Added to 49,400 1,312 0.01% 0.01% 178 +1,300 2.7% Q4 2025 Jan 28, 2026
Quantinno Capital Management LP History Added to 49,372 1,311 0.0% 0.0% 179 +14,163 40.23% Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History New 48,244 1,281 0.2% 180 +48,244 New Q4 2025 Feb 11, 2026
Alpha Omega Wealth Management LLC History Added to 47,840 1,270 0.21% 0.22% 181 +4,589 10.61% Q4 2025 Jan 22, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 47,589 1,264 0.04% 0.04% 182 0 0.0% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Reduced 47,483 1,261 0.0% 0.0% 183 -15,605 -24.74% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 47,069 1,250 0.01% 0.01% 184 -25,004 -34.69% Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 45,439 1,206 0.02% 0.02% 185 -1,100 -2.36% Q4 2025 Feb 04, 2026
CACTI ASSET MANAGEMENT LLC History No change 42,760 1,158 0.07% 0.08% 186 0 0.0% Q4 2025 Jan 02, 2026
OSAIC HOLDINGS, INC. History Added to 43,028 1,142 0.0% 0.0% 187 +9,101 26.83% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 42,670 1,133 0.0% 0.0% 188 -3,858 -8.29% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Added to 42,029 1,116 0.01% 0.01% 189 +4,330 11.49% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Reduced 41,888 1,112 0.03% 0.04% 190 -1,441 -3.33% Q4 2025 Feb 11, 2026
Redwood Investment Management, LLC History New 41,646 1,106 0.12% 191 +41,646 New Q4 2025 Feb 17, 2026
Dakota Wealth Management History New 41,566 1,103 0.02% 192 +41,566 New Q4 2025 Jan 13, 2026
Focus Partners Wealth History Added to 39,598 1,052 0.0% 0.0% 193 +8,643 27.92% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 38,561 1,024 0.0% 0.0% 194 -10,708 -21.73% Q4 2025 Jan 09, 2026
Campbell & CO Investment Adviser LLC History Added to 36,878 979 0.05% 0.04% 195 +19,982 118.26% Q4 2025 Feb 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 36,827 978 0.0% 0.0% 196 -4,576 -11.05% Q4 2025 Jan 28, 2026
Versor Investments LP History Added to 36,490 969 0.15% 0.19% 197 +2,490 7.32% Q4 2025 Feb 04, 2026
BANK OF MONTREAL /CAN/ History Reduced 35,484 942 0.0% 0.0% 198 -445 -1.24% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History Added to 34,034 903 0.0% 0.0% 200 +2,039 6.37% Q4 2025 Jan 29, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 34,018 903 0.01% 0.01% 199 0 0.0% Q4 2025 Feb 04, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 33,976 902 0.0% 0.0% 201 -312 -0.91% Q4 2025 Feb 13, 2026
Covestor Ltd History Added to 33,819 898 0.47% 0.51% 202 +2,938 9.51% Q4 2025 Feb 06, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 33,707 897 0.01% 0.0% 203 +12,928 62.22% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 33,753 896 0.0% 0.0% 204 -3,261 -8.81% Q4 2025 Feb 06, 2026
Vanguard Personalized Indexing Management, LLC History Added to 33,710 895 0.01% 0.01% 205 +796 2.42% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 33,522 890 0.0% 0.0% 206 -20,090 -37.47% Q4 2025 Feb 12, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 32,219 855 0.01% 0.08% 207 -263,504 -89.11% Q4 2025 Feb 17, 2026
Greenwich Wealth Management LLC History Added to 32,011 850 0.04% 0.04% 208 +5,649 21.43% Q4 2025 Feb 10, 2026
TWINBEECH CAPITAL LP History New 31,900 847 0.06% 209 +31,900 New Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Added to 27,982 743 0.01% 0.01% 210 +6,686 31.4% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 27,898 740 0.0% 0.0% 211 -10,079 -26.54% Q4 2025 Feb 06, 2026
Pacer Advisors, Inc. History Reduced 27,337 726 0.0% 0.0% 212 -14,519 -34.69% Q4 2025 Feb 24, 2026
QUADRANT CAPITAL GROUP LLC History Added to 27,187 722 0.02% 0.02% 213 +6,980 34.54% Q4 2025 Feb 13, 2026
Glenview Trust Co History Added to 27,159 721 0.01% 0.01% 214 +10 0.04% Q4 2025 Feb 09, 2026
Focus Partners Advisor Solutions, LLC History Added to 27,037 718 0.01% 0.01% 215 +10,449 62.99% Q4 2025 Feb 11, 2026
M Holdings Securities, Inc. History New 26,929 715 0.05% 216 +26,929 New Q4 2025 Feb 11, 2026
Vestcor Inc History No change 26,582 706 0.02% 0.02% 217 0 0.0% Q4 2025 Feb 11, 2026
First Eagle Investment Management, LLC History Added to 26,200 695 0.0% 0.0% 218 +2,600 11.02% Q4 2025 Feb 04, 2026
TRUIST FINANCIAL CORP History Added to 26,146 694 0.0% 0.0% 219 +1,117 4.46% Q4 2025 Feb 02, 2026
Caption Management, LLC History New 26,000 690 0.0% 220 +26,000 New Q4 2025 Feb 17, 2026
Qsemble Capital Management, LP History New 25,631 680 0.06% 221 +25,631 New Q4 2025 Feb 05, 2026
Point72 Asset Management, L.P. History New 25,500 677 0.0% 222 +25,500 New Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Reduced 24,593 653 0.0% 0.01% 223 -967 -3.78% Q4 2025 Feb 17, 2026
CSS LLC/IL History New 24,510 650 0.03% 224 +24,510 New Q4 2025 Feb 17, 2026
Oak Thistle LLC History New 24,402 648 0.09% 225 +24,402 New Q4 2025 Jan 21, 2026
FULTON BANK, N.A. History Reduced 24,233 643 0.02% 0.03% 226 -136 -0.56% Q4 2025 Jan 08, 2026
OPPENHEIMER & CO INC History Reduced 24,155 641 0.01% 0.01% 227 -5,499 -18.54% Q4 2025 Feb 02, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 24,015 638 0.0% 0.0% 228 0 0.0% Q4 2025 Feb 13, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 23,841 633 0.02% 0.02% 229 -649 -2.65% Q4 2025 Feb 11, 2026
XPONANCE LLC History Reduced 23,509 624 0.0% 0.01% 230 -4,492 -16.04% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Reduced 22,778 604 0.0% 0.01% 231 -2,357 -9.38% Q4 2025 Jan 26, 2026
Sterneck Capital Management, LLC History Added to 22,686 602 0.27% 0.32% 232 +100 0.44% Q4 2025 Jan 22, 2026
US BANCORP \DE\ History Added to 22,591 600 0.0% 0.0% 233 +2,267 11.15% Q4 2025 Jan 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 22,073 586 0.0% 0.01% 234 -28,456 -56.32% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Added to 21,898 581 0.0% 0.0% 235 +2,413 12.38% Q4 2025 Feb 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 21,441 569 0.0% 0.01% 236 -2,014 -8.59% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Added to 21,237 564 0.01% 0.01% 237 +13,079 160.32% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 20,227 537 0.0% 0.0% 238 -1,889 -8.54% Q4 2025 Feb 05, 2026
TWIN CAPITAL MANAGEMENT INC History Added to 20,207 536 0.07% 0.08% 239 +180 0.9% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 20,116 534 0.0% 0.0% 240 -6,295 -23.83% Q4 2025 Feb 17, 2026
Bridgefront Capital, LLC History Added to 19,407 515 0.13% 0.13% 241 +5,035 35.03% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 19,017 505 0.0% 242 +19,017 New Q4 2025 Feb 04, 2026
Pallas Capital Advisors LLC History Added to 18,631 494 0.02% 0.02% 243 +60 0.32% Q4 2025 Jan 14, 2026
Allworth Financial LP History New 18,483 490 0.0% 244 +18,483 New Q4 2025 Feb 05, 2026
Pathstone Holdings, LLC History New 18,468 490 0.0% 245 +18,468 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 18,137 481 0.0% 0.0% 246 -61 -0.34% Q4 2025 Feb 12, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 18,005 478 0.0% 0.0% 247 -4,307 -19.3% Q4 2025 Feb 17, 2026
EntryPoint Capital, LLC History New 17,702 470 0.18% 248 +17,702 New Q4 2025 Feb 12, 2026
one8zero8, LLC History Added to 17,682 469 0.1% 0.11% 249 +970 5.8% Q4 2025 Feb 17, 2026
Curi Capital, LLC History New 17,078 453 0.01% 250 +17,078 New Q4 2025 Feb 17, 2026
Wedmont Private Capital History Reduced 16,587 449 0.02% 0.02% 251 -181 -1.08% Q4 2025 Jan 08, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 16,657 442 0.02% 0.01% 252 -654 -3.78% Q4 2025 Feb 04, 2026
Diversify Advisory Services, LLC History Reduced 17,056 429 0.01% 0.22% 253 -213,346 -92.6% Q4 2025 Jan 23, 2026
180 WEALTH ADVISORS, LLC History Reduced 16,144 428 0.05% 0.06% 254 -304 -1.85% Q4 2025 Jan 09, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 16,100 427 0.01% 0.02% 255 -14,887 -48.04% Q4 2025 Jan 23, 2026
NorthCrest Asset Manangement, LLC History Added to 16,168 424 0.01% 0.01% 256 +6,460 66.54% Q4 2025 Jan 08, 2026
Dynamic Technology Lab Private Ltd History New 15,153 402 0.09% 257 +15,153 New Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 15,035 399 0.01% 258 +15,035 New Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Added to 14,557 386 0.01% 0.01% 259 +1,493 11.43% Q4 2025 Feb 09, 2026
Crossmark Global Holdings, Inc. History Reduced 14,206 377 0.01% 0.01% 260 -419 -2.86% Q4 2025 Feb 03, 2026
Kestra Investment Management, LLC History New 13,792 366 0.01% 261 +13,792 New Q4 2025 Feb 09, 2026
Inspire Advisors, LLC History Reduced 13,496 358 0.03% 0.05% 262 -4,239 -23.9% Q4 2025 Feb 13, 2026
L2 Asset Management, LLC History New 13,450 357 0.05% 263 +13,450 New Q4 2025 Feb 17, 2026
1ST SOURCE BANK History No change 13,405 356 0.02% 0.02% 264 0 0.0% Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Added to 13,357 354 0.0% 0.0% 265 +6,974 109.26% Q4 2025 Jan 23, 2026
Pinnacle Financial Partners, Inc. History New 13,313 353 0.0% 266 +13,313 New Q4 2025 Feb 18, 2026
Sterling Capital Management LLC History Reduced 12,909 342 0.01% 0.01% 267 -493 -3.68% Q4 2025 Feb 13, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History Added to 12,600 334 0.05% 0.04% 268 +4,500 55.56% Q4 2025 Feb 05, 2026
Ensign Peak Advisors, Inc History Reduced 12,500 332 0.0% 0.0% 269 -32,900 -72.47% Q4 2025 Feb 12, 2026
KICKSTAND VENTURES, LLC. History Added to 12,390 329 0.07% 0.06% 271 +4,007 47.8% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Reduced 12,382 329 0.0% 0.0% 270 -142 -1.13% Q4 2025 Feb 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 12,210 324 0.03% 0.03% 273 -951 -7.23% Q4 2025 Jan 23, 2026
Utah Retirement Systems History No change 12,226 324 0.0% 0.0% 272 0 0.0% Q4 2025 Feb 17, 2026
M&T BANK CORP History Added to 11,958 317 0.0% 0.0% 274 +1,010 9.23% Q4 2025 Jan 30, 2026
Krilogy Financial LLC History Added to 12,761 312 0.01% 0.01% 275 +3,131 32.51% Q4 2025 Jan 27, 2026
denkapparat Operations GmbH History No change 11,738 311 0.17% 0.22% 276 0 0.0% Q4 2025 Feb 12, 2026
Maryland State Retirement & Pension System History No change 11,614 308 0.01% 0.01% 277 0 0.0% Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 11,414 303 0.02% 278 +11,414 New Q4 2025 Feb 17, 2026
PEAK6 LLC History No change 11,400 302 0.0% 0.0% 279 0 0.0% Q4 2025 Mar 12, 2026
Westover Capital Advisors, LLC History Reduced 11,162 296 0.05% 0.11% 280 -8,298 -42.64% Q4 2025 Feb 09, 2026
State of Wyoming History Added to 11,036 293 0.03% 0.02% 281 +4,480 68.33% Q4 2025 Feb 11, 2026
LWM Advisory Services, LLC History New 10,648 282 0.17% 282 +10,648 New Q4 2025 Feb 12, 2026
&PARTNERS History New 10,515 279 0.0% 283 +10,515 New Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 10,488 278 0.0% 0.0% 284 +9,851 1546.47% Q4 2025 Feb 06, 2026
Caerus Investment Advisors, LLC History New 10,432 277 0.09% 285 +10,432 New Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History New 10,388 275 0.0% 286 +10,388 New Q4 2025 Feb 03, 2026
Aspen Grove Capital, LLC History Reduced 10,334 274 0.05% 0.05% 287 -21 -0.2% Q4 2025 Feb 17, 2026
Tranquility Partners, LLC History New 10,273 272 0.1% 288 +10,273 New Q4 2025 Feb 03, 2026
Sanctuary Advisors, LLC History New 10,164 269 0.0% 289 +10,164 New Q4 2025 Jan 29, 2026
Cynosure Group, LLC History No change 9,998 265 0.03% 0.03% 290 0 0.0% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 9,816 260 0.0% 0.0% 291 +3,119 46.57% Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 9,692 257 0.01% 0.01% 292 -1,321 -11.99% Q4 2025 Feb 03, 2026
BENJAMIN EDWARDS INC History Reduced 9,602 255 0.0% 0.0% 293 -761 -7.34% Q4 2025 Feb 02, 2026
BROWN ADVISORY INC History Reduced 9,583 254 0.0% 0.0% 294 -2,217 -18.79% Q4 2025 Feb 13, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 9,314 247 0.11% 0.13% 295 0 0.0% Q4 2025 Feb 10, 2026
PINEBRIDGE INVESTMENTS LLC History New 9,217 244 0.0% 296 +9,217 New Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Reduced 9,166 243 0.0% 0.0% 297 -666 -6.77% Q4 2025 Feb 06, 2026
Frank, Rimerman Advisors LLC History Added to 8,961 238 0.02% 0.02% 298 +191 2.18% Q4 2025 Jan 15, 2026
Red Door Wealth Management, LLC History No change 8,798 233 0.02% 0.03% 299 0 0.0% Q4 2025 Jan 20, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 8,647 229 0.0% 0.0% 300 +412 5.0% Q4 2025 Feb 09, 2026
Chicago Partners Investment Group LLC History New 9,356 226 0.01% 302 +9,356 New Q4 2025 Jan 28, 2026
GREENLEAF TRUST History Reduced 8,539 226 0.0% 0.0% 301 -151 -1.74% Q4 2025 Jan 21, 2026
Midwest Trust Co History Reduced 8,488 225 0.0% 0.0% 303 -219 -2.52% Q4 2025 Feb 04, 2026
Savant Capital, LLC History Reduced 8,376 222 0.0% 0.0% 304 -1,421 -14.5% Q4 2025 Feb 10, 2026
HB Wealth Management, LLC History Reduced 8,379 222 0.0% 0.0% 305 -336 -3.86% Q4 2025 Jan 28, 2026
Concurrent Investment Advisors, LLC History Reduced 8,321 221 0.0% 0.0% 306 -485 -5.51% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Reduced 8,316 220 0.0% 0.0% 307 -62 -0.74% Q4 2025 Feb 17, 2026
North Dakota State Investment Board History New 8,206 217 0.01% 308 +8,206 New Q4 2025 Feb 05, 2026
DAVENPORT & Co LLC History Reduced 8,047 213 0.0% 0.0% 309 -7 -0.09% Q4 2025 Jan 12, 2026
Tower Research Capital LLC (TRC) History Reduced 8,008 212 0.01% 0.01% 310 -8,233 -50.69% Q4 2025 Feb 17, 2026
Ethic Inc. History Reduced 8,019 212 0.0% 0.01% 311 -3,185 -28.43% Q4 2025 Feb 03, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 7,660 203 0.0% 0.0% 312 -32,080 -80.72% Q4 2025 Jan 28, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 7,671 203 0.0% 0.01% 313 -797 -9.41% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Reduced 7,539 200 0.0% 0.0% 314 -963 -11.33% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 7,018 186 0.0% 0.0% 315 +127 1.84% Q4 2025 Feb 05, 2026
KBC Group NV History No change 6,407 170 0.0% 0.0% 316 0 0.0% Q4 2025 Jan 26, 2026
Private Wealth Asset Management, LLC History No change 5,578 148 0.02% 0.02% 317 0 0.0% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Added to 5,487 146 0.0% 0.0% 318 +710 14.86% Q4 2025 Feb 05, 2026
AlphaQuest LLC History Reduced 5,226 138 0.01% 0.02% 319 -4,925 -48.52% Q4 2025 Feb 09, 2026
ATLAS CAPITAL ADVISORS INC. History New 5,030 133 0.01% 320 +5,030 New Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 4,808 127 0.01% 0.01% 321 +1,293 36.79% Q4 2025 Jan 05, 2026
EverSource Wealth Advisors, LLC History Added to 4,396 116 0.0% 0.01% 322 +47 1.08% Q4 2025 Feb 06, 2026
Eurizon Capital SGR S.p.A. History New 4,286 113 0.0% 323 +4,286 New Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 4,073 108 0.0% 0.0% 325 +2,111 107.59% Q4 2025 Feb 09, 2026
Wilmington Savings Fund Society, FSB History Reduced 4,072 108 0.0% 0.0% 324 -210 -4.9% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,790 100 0.0% 0.0% 326 0 0.0% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 3,680 97 0.01% 0.02% 327 -6,256 -62.96% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Reduced 3,660 97 0.0% 0.0% 328 -156 -4.09% Q4 2025 Jan 20, 2026
LSV ASSET MANAGEMENT History No change 3,500 93 0.0% 0.0% 329 0 0.0% Q4 2025 Feb 06, 2026
HM PAYSON & CO History Added to 3,396 90 0.0% 0.0% 330 +12 0.35% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 3,310 88 0.0% 0.0% 331 +941 39.72% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Reduced 3,291 87 0.0% 0.03% 332 -65,292 -95.2% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 3,249 86 0.0% 0.0% 333 +660 25.49% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Reduced 3,157 83 0.0% 0.0% 335 -742 -19.03% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,138 83 0.0% 0.0% 334 +74 2.42% Q4 2025 Feb 10, 2026
MAI Capital Management History Added to 3,004 79 0.0% 0.0% 336 +767 34.29% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Reduced 2,865 76 0.0% 0.0% 338 -1,202 -29.55% Q4 2025 Jan 16, 2026
NewEdge Advisors, LLC History Reduced 2,875 76 0.0% 0.0% 337 -721 -20.05% Q4 2025 Feb 18, 2026
Measured Wealth Private Client Group, LLC History Reduced 2,798 74 0.02% 0.11% 339 -11,045 -79.79% Q4 2025 Feb 10, 2026
McMillan Office, Inc. History New 2,812 74 0.01% 340 +2,812 New Q4 2025 Feb 12, 2026
DANSKE BANK A/S History Reduced 2,500 66 0.0% 0.0% 341 -29,247 -92.13% Q4 2025 Feb 02, 2026
TRUST CO OF VERMONT History Reduced 2,481 65 0.0% 0.0% 342 -930 -27.26% Q4 2025 Jan 16, 2026
Clearstead Advisors, LLC History Reduced 2,148 57 0.0% 0.0% 343 -2,306 -51.77% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO History Reduced 2,163 57 0.0% 0.0% 344 -25 -1.14% Q4 2025 Jan 26, 2026
FIFTH THIRD BANCORP History Reduced 1,949 51 0.0% 0.0% 345 -655 -25.15% Q4 2025 Feb 02, 2026
IFP Advisors, Inc History Reduced 1,912 50 0.0% 0.0% 347 -1,945 -50.43% Q4 2025 Feb 06, 2026
NBT BANK N A /NY History Added to 1,328 50 0.0% 0.0% 346 +1,288 3220.0% Q4 2025 Jan 23, 2026
Atlantic Union Bankshares Corp History Added to 1,669 44 0.0% 0.0% 348 +7 0.42% Q4 2025 Feb 04, 2026
Smartleaf Asset Management LLC History Added to 1,640 43 0.0% 0.0% 349 +469 40.05% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History No change 1,583 42 0.0% 0.0% 350 0 0.0% Q4 2025 Feb 02, 2026
Community Bank, N.A. History No change 1,610 42 0.0% 0.01% 351 0 0.0% Q4 2025 Feb 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,522 40 0.0% 352 +1,522 New Q4 2025 Feb 03, 2026
Investors Research Corp History No change 1,480 39 0.01% 0.01% 353 0 0.0% Q4 2025 Jan 06, 2026
Quintet Private Bank (Europe) S.A. History No change 1,500 39 0.0% 0.0% 354 0 0.0% Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 1,466 38 0.0% 356 +1,466 New Q4 2025 Jan 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,464 38 0.01% 355 +1,432 4475.0% Q4 2025 Jan 20, 2026
True Wealth Design, LLC History Reduced 1,384 36 0.01% 0.01% 359 -163 -10.54% Q4 2025 Jan 08, 2026
Geneos Wealth Management Inc. History Reduced 1,386 36 0.0% 0.0% 357 -48 -3.35% Q4 2025 Jan 28, 2026
TFC Financial Management, Inc. History No change 1,368 36 0.0% 0.01% 358 0 0.0% Q4 2025 Jan 23, 2026
Smithfield Trust Co History Reduced 1,361 35 0.0% 0.0% 360 -60 -4.22% Q4 2025 Feb 09, 2026
TD Waterhouse Canada Inc. History Reduced 1,291 34 0.0% 0.0% 362 -42 -3.15% Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History Added to 1,281 34 0.0% 0.0% 361 +40 3.22% Q4 2025 Jan 26, 2026
Quarry LP History New 1,184 31 0.0% 365 +1,184 New Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 1,179 31 0.0% 0.0% 364 +50 4.43% Q4 2025 Feb 13, 2026
Employees Retirement System of Texas History No change 1,158 31 0.0% 0.0% 363 0 0.0% Q4 2025 Feb 09, 2026
Quent Capital, LLC History Reduced 1,161 30 0.0% 0.0% 366 -253 -17.89% Q4 2025 Jan 29, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 1,009 28 0.0% 367 +1,009 New Q4 2025 Feb 11, 2026
Millstone Evans Group, LLC History Added to 1,070 28 0.02% 0.02% 369 +51 5.0% Q4 2025 Feb 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,082 28 0.0% 0.0% 368 -19 -1.73% Q4 2025 Jan 22, 2026
ASSETMARK, INC History Added to 1,053 27 0.0% 0.0% 370 +118 12.62% Q4 2025 Jan 23, 2026
Newbridge Financial Services Group, Inc. History Added to 1,021 27 0.0% 0.0% 371 +41 4.18% Q4 2025 Jan 21, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 1,037 27 0.02% 0.02% 372 0 0.0% Q4 2025 Feb 03, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,004 26 0.0% 0.0% 373 -361 -26.45% Q4 2025 Feb 09, 2026
SSA SWISS ADVISORS AG History No change 1,015 26 0.01% 0.01% 374 0 0.0% Q4 2025 Feb 26, 2026
SJS Investment Consulting Inc. History Added to 945 25 0.0% 0.0% 375 +802 560.84% Q4 2025 Jan 21, 2026
Compass Financial Services Inc History Reduced 971 25 0.01% 0.02% 376 -200 -17.08% Q4 2025 Feb 27, 2026
Activest Wealth Management History Added to 877 23 0.0% 381 +853 3554.17% Q4 2025 Jan 30, 2026
Siemens Fonds Invest GmbH History Reduced 893 23 0.0% 0.0% 380 -683 -43.34% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 894 23 0.0% 0.0% 379 +155 20.97% Q4 2025 Feb 06, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 879 23 0.01% 0.01% 377 -6 -0.68% Q4 2025 Jan 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 900 23 0.0% 0.0% 378 0 0.0% Q4 2025 Feb 12, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 874 23 0.02% 0.02% 382 0 0.0% Q4 2025 Feb 10, 2026
Torren Management, LLC History New 857 22 0.01% 385 +857 New Q4 2025 Jan 30, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 842 22 0.0% 0.0% 383 -37 -4.21% Q4 2025 Jan 26, 2026
Grove Bank & Trust History Added to 831 22 0.0% 0.0% 384 +31 3.88% Q4 2025 Jan 08, 2026
FINANCIAL CONSULATE, INC History Added to 809 21 0.0% 0.0% 386 +500 161.81% Q4 2025 Jan 22, 2026
Spire Wealth Management History Added to 822 21 0.0% 0.0% 387 +312 61.18% Q4 2025 Jan 14, 2026
Purpose Unlimited Inc. History New 756 20 0.0% 392 +756 New Q4 2025 Mar 20, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 768 20 0.0% 0.0% 388 -30 -3.76% Q4 2025 Feb 12, 2026
William B. Walkup & Associates, Inc. History Reduced 789 20 0.01% 0.01% 390 -5 -0.63% Q4 2025 Feb 17, 2026
Fortis Group Advisors, LLC History No change 769 20 0.0% 0.0% 389 0 0.0% Q4 2025 Feb 06, 2026
Curat Global, LLC History No change 774 20 0.02% 0.02% 391 0 0.0% Q4 2025 Feb 06, 2026
Cape Investment Advisory, Inc. History New 746 19 0.01% 395 +746 New Q4 2025 Feb 17, 2026
Bayforest Capital Ltd History New 732 19 0.01% 396 +732 New Q4 2025 Jan 27, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 828 19 0.0% 0.0% 393 0 0.0% Q4 2025 Jan 28, 2026
Deseret Mutual Benefit Administrators History No change 736 19 0.01% 0.01% 394 0 0.0% Q4 2025 Feb 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 710 18 0.0% 0.0% 398 -320 -31.07% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 690 18 0.0% 0.0% 397 0 0.0% Q4 2025 Jan 20, 2026
Kohmann Bosshard Financial Services, LLC History New 636 16 0.0% 401 +636 New Q4 2025 Jan 30, 2026
Addison Advisors LLC History Reduced 621 16 0.0% 0.0% 402 -35 -5.34% Q4 2025 Feb 06, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 640 16 0.0% 0.0% 400 -21 -3.18% Q4 2025 Feb 05, 2026
COUNTRY TRUST BANK History Reduced 621 16 0.0% 0.0% 399 -20 -3.12% Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History New 596 15 0.0% 404 +596 New Q4 2025 Feb 17, 2026
Rakuten Securities, Inc. History Reduced 581 15 0.0% 0.01% 406 -247 -29.83% Q4 2025 Jan 29, 2026
TOMPKINS FINANCIAL CORP History No change 599 15 0.0% 0.0% 403 0 0.0% Q4 2025 Jan 08, 2026
Abound Wealth Management History No change 598 15 0.0% 0.0% 405 0 0.0% Q4 2025 Jan 12, 2026
Asset Dedication, LLC History Reduced 552 14 0.0% 0.0% 408 -14 -2.47% Q4 2025 Jan 26, 2026
DekaBank Deutsche Girozentrale History No change 642 14 0.0% 0.0% 407 0 0.0% Q4 2025 Jan 28, 2026
DT Investment Partners, LLC History No change 540 14 0.0% 0.0% 409 0 0.0% Q4 2025 Feb 10, 2026
PFS Partners, LLC History No change 536 14 0.01% 0.01% 410 0 0.0% Q4 2025 Jan 16, 2026
FNY Investment Advisers, LLC History Reduced 523 13 0.0% 0.02% 414 -1,546 -74.72% Q4 2025 Jan 16, 2026
Olistico Wealth, LLC History New 511 13 0.01% 415 +511 New Q4 2025 Jan 13, 2026
Beacon Financial Strategies CORP History New 504 13 0.01% 416 +504 New Q4 2025 Jan 12, 2026
DV Trading LLC History New 500 13 0.0% 413 +500 New Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Reduced 514 13 0.0% 0.0% 412 -153 -22.94% Q4 2025 Feb 09, 2026
SouthState Bank Corp History Added to 501 13 0.0% 0.0% 411 +20 4.16% Q4 2025 Feb 11, 2026
Neo Ivy Capital Management History Reduced 482 12 0.0% 0.2% 418 -26,406 -98.21% Q4 2025 Feb 13, 2026
EASTERN BANK History Reduced 479 12 0.0% 0.0% 417 -14 -2.84% Q4 2025 Jan 14, 2026
LRI Investments, LLC History Reduced 437 11 0.0% 0.0% 423 -60 -12.07% Q4 2025 Feb 04, 2026
Delos Wealth Advisors, LLC History Reduced 420 11 0.01% 0.01% 421 -20 -4.55% Q4 2025 Feb 17, 2026
ST GERMAIN D J CO INC History Reduced 418 11 0.0% 0.0% 419 -17 -3.91% Q4 2025 Jan 29, 2026
Indiana Trust & Investment Management Co History No change 427 11 0.0% 0.0% 420 0 0.0% Q4 2025 Jan 21, 2026
Knott David M Jr History No change 428 11 0.01% 0.0% 422 0 0.0% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History No change 420 11 0.0% 0.0% 424 0 0.0% Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 410 10 0.0% 430 +410 New Q4 2025 Feb 05, 2026
SFAM, LLC History New 387 10 0.01% 427 +387 New Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History Added to 412 10 0.0% 0.0% 428 +45 12.26% Q4 2025 Jan 08, 2026
Sunbelt Securities, Inc. History Added to 408 10 0.0% 0.0% 426 +36 9.68% Q4 2025 Feb 20, 2026
Hartford Financial Management Inc. History No change 380 10 0.0% 0.0% 425 0 0.0% Q4 2025 Jan 21, 2026
Key FInancial Inc History No change 402 10 0.0% 0.0% 429 0 0.0% Q4 2025 Feb 09, 2026
Hughes Financial Services, LLC History No change 387 10 0.0% 0.0% 431 0 0.0% Q4 2025 Feb 11, 2026
Aventura Private Wealth, LLC History No change 399 10 0.0% 0.0% 432 0 0.0% Q4 2025 Jan 07, 2026
Estabrook Capital Management History Reduced 358 9 0.0% 0.0% 434 -143 -28.54% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 376 9 0.0% 0.0% 433 -54 -12.56% Q4 2025 Jan 07, 2026
Rossby Financial, LCC History Added to 376 9 0.0% 0.0% 438 +10 2.73% Q4 2025 Feb 12, 2026
Hilltop National Bank History Reduced 375 9 0.0% 0.0% 437 -1 -0.27% Q4 2025 Jan 07, 2026
SITTNER & NELSON, LLC History No change 393 9 0.0% 0.0% 435 0 0.0% Q4 2025 Feb 11, 2026
Private Wealth Management Group, LLC History No change 368 9 0.0% 0.0% 436 0 0.0% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Reduced 330 8 0.0% 0.0% 446 -219 -39.89% Q4 2025 Feb 10, 2026
GHP Investment Advisors, Inc. History Added to 326 8 0.0% 0.0% 441 +76 30.4% Q4 2025 Jan 27, 2026
Bell Investment Advisors, Inc History Reduced 307 8 0.0% 0.0% 445 -35 -10.23% Q4 2025 Feb 24, 2026
SOA Wealth Advisors, LLC. History Reduced 336 8 0.0% 0.0% 444 -34 -9.19% Q4 2025 Jan 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 328 8 0.0% 0.0% 443 +20 6.49% Q4 2025 Jan 07, 2026
Plante Moran Financial Advisors, LLC History Reduced 304 8 0.0% 0.0% 442 -7 -2.25% Q4 2025 Feb 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 327 8 0.0% 0.0% 439 0 0.0% Q4 2025 Jan 22, 2026
WEBSTER BANK, N. A. History No change 308 8 0.0% 0.0% 440 0 0.0% Q4 2025 Jan 23, 2026
AdvisorNet Financial, Inc History Reduced 281 7 0.0% 0.0% 450 -440 -61.03% Q4 2025 Jan 20, 2026
ENTRUST FINANCIAL LLC History New 290 7 0.01% 458 +290 New Q4 2025 Feb 06, 2026
Godfrey Financial Associates, Inc. History New 278 7 0.01% 457 +278 New Q4 2025 Feb 10, 2026
POM Investment Strategies, LLC History Added to 279 7 0.0% 0.0% 454 +108 63.16% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Reduced 290 7 0.0% 0.0% 447 -65 -18.31% Q4 2025 Feb 02, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 274 7 0.0% 0.0% 448 0 0.0% Q4 2025 Jan 23, 2026
BARRETT & COMPANY, INC. History No change 301 7 0.0% 0.0% 449 0 0.0% Q4 2025 Jan 28, 2026
Field & Main Bank History No change 300 7 0.0% 0.0% 451 0 0.0% Q4 2025 Jan 28, 2026
Financial Avengers, Inc. History No change 279 7 0.0% 0.0% 452 0 0.0% Q4 2025 Mar 03, 2026
Twin Lakes Capital Management, LLC History No change 296 7 0.0% 0.0% 453 0 0.0% Q4 2025 Feb 04, 2026
Asset Planning,Inc History No change 299 7 0.0% 0.01% 455 0 0.0% Q4 2025 Feb 03, 2026
Evelyn Partners Investment Management LLP History No change 270 7 0.0% 0.0% 456 0 0.0% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 258 6 0.0% 463 +231 855.56% Q4 2025 Jan 21, 2026
CURIO WEALTH, LLC History Added to 247 6 0.0% 0.0% 467 +167 208.75% Q4 2025 Feb 11, 2026
S&T BANK/PA History Reduced 256 6 0.0% 0.0% 460 -100 -28.09% Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History Added to 257 6 0.0% 0.0% 464 +26 11.26% Q4 2025 Feb 05, 2026
VALLEY NATIONAL ADVISERS INC History No change 257 6 0.0% 0.0% 459 0 0.0% Q4 2025 Jan 23, 2026
KELLEHER FINANCIAL ADVISORS History No change 235 6 0.0% 0.0% 461 0 0.0% Q4 2025 Jan 20, 2026
CKW FINANCIAL GROUP History No change 215 6 0.0% 0.0% 462 0 0.0% Q4 2025 Jan 26, 2026
MTM Investment Management, LLC History No change 235 6 0.0% 0.0% 465 0 0.0% Q4 2025 Feb 09, 2026
Nemes Rush Group LLC History No change 244 6 0.0% 0.0% 466 0 0.0% Q4 2025 Feb 11, 2026
Pinnacle Wealth Planning Services, Inc. History New 192 5 0.0% 474 +192 New Q4 2025 Feb 13, 2026
Kilter Group LLC History Added to 202 5 0.0% 0.0% 481 +151 296.08% Q4 2025 Feb 13, 2026
McIlrath & Eck, LLC History Added to 190 5 0.0% 0.0% 473 +100 111.11% Q4 2025 Feb 03, 2026
J.Safra Asset Management Corp History Added to 219 5 0.0% 0.0% 470 +73 50.0% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History Reduced 190 5 0.0% 0.0% 477 -37 -16.3% Q4 2025 Jan 15, 2026
Archer Investment Corp History Reduced 199 5 0.0% 0.0% 476 -20 -9.13% Q4 2025 Jan 30, 2026
Sachetta, LLC History Reduced 198 5 0.0% 0.0% 479 -20 -9.17% Q4 2025 Feb 02, 2026
Banque Transatlantique SA History Reduced 222 5 0.0% 0.0% 480 -18 -7.5% Q4 2025 Feb 26, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 213 5 0.0% 0.0% 468 +10 4.93% Q4 2025 Feb 03, 2026
JFS WEALTH ADVISORS, LLC History Added to 205 5 0.0% 0.0% 471 +6 3.02% Q4 2025 Jan 14, 2026
CHELSEA COUNSEL CO History No change 200 5 0.0% 0.0% 469 0 0.0% Q4 2025 Feb 24, 2026
Cranbrook Wealth Management, LLC History No change 216 5 0.0% 0.0% 472 0 0.0% Q4 2025 Jan 28, 2026
ESL Trust Services, LLC History No change 208 5 0.0% 0.0% 475 0 0.0% Q4 2025 Feb 10, 2026
Wealth Preservation Advisors, LLC History No change 199 5 0.0% 0.0% 478 0 0.0% Q4 2025 Feb 23, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 210 5 0.0% 0.0% 482 0 0.0% Q4 2025 Jan 14, 2026
Clark Wealth Partners History No change 200 5 0.0% 0.0% 483 0 0.0% Q4 2025 Feb 04, 2026
SHP Wealth Management History New 188 4 0.0% 496 +188 New Q4 2025 Mar 04, 2026
Laurel Wealth Advisors LLC History New 164 4 0.0% 493 +164 New Q4 2025 Jan 30, 2026
MCGUIRE CAPITAL ADVISORS INC History New 152 4 0.0% 500 +152 New Q4 2025 Feb 19, 2026
Princeton Global Asset Management LLC History Added to 153 4 0.0% 494 +140 1076.92% Q4 2025 Jan 20, 2026
Truvestments Capital LLC History Reduced 176 4 0.0% 0.0% 492 -60 -25.42% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 156 4 0.0% 0.0% 485 -5 -3.11% Q4 2025 Feb 06, 2026
MCF Advisors LLC History Added to 176 4 0.0% 0.0% 491 +3 1.73% Q4 2025 Feb 11, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 167 4 0.0% 0.01% 484 0 0.0% Q4 2025 Feb 11, 2026
GODSEY & GIBB, INC History No change 155 4 0.0% 0.0% 486 0 0.0% Q4 2025 Jan 27, 2026
DUNCKER STREETT & CO INC History No change 168 4 0.0% 0.0% 487 0 0.0% Q4 2025 Jan 27, 2026
FIRST UNITED BANK & TRUST History No change 180 4 0.0% 0.0% 488 0 0.0% Q4 2025 Jan 21, 2026
Hanson & Doremus Investment Management History No change 168 4 0.0% 0.0% 489 0 0.0% Q4 2025 Jan 20, 2026
Oakworth Capital, Inc. History No change 174 4 0.0% 0.0% 490 0 0.0% Q4 2025 Jan 30, 2026
TSFG, LLC History No change 155 4 0.0% 0.0% 495 0 0.0% Q4 2025 Feb 04, 2026
Concord Wealth Partners History No change 151 4 0.0% 0.0% 497 0 0.0% Q4 2025 Jan 29, 2026
ORG Partners LLC History No change 187 4 0.0% 0.0% 498 0 0.0% Q4 2025 Jan 14, 2026
Raiffeisen Bank International AG History No change 200 4 0.0% 0.0% 499 0 0.0% Q4 2025 Feb 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 125 3 0.0% 0.0% 519 -233 -65.08% Q4 2025 Jan 08, 2026
TUCKER ASSET MANAGEMENT LLC History New 124 3 0.0% 516 +124 New Q4 2025 Feb 05, 2026
Birchwood Financial Partners, Inc. History New 120 3 0.0% 526 +120 New Q4 2025 Feb 19, 2026
BAYBAN History New 120 3 0.0% 527 +120 New Q4 2025 Mar 05, 2026
OAKMONT Corp History New 115 3 0.0% 502 +115 New Q4 2025 Jan 20, 2026
HAZLETT, BURT & WATSON, INC. History Added to 107 3 0.0% 501 +100 1428.57% Q4 2025 Feb 10, 2026
Motiv8 Investments LLC History New 100 3 0.0% 521 +100 New Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 132 3 0.0% 0.0% 517 -78 -37.14% Q4 2025 Jan 13, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 132 3 0.0% 0.0% 518 -51 -27.87% Q4 2025 Feb 05, 2026
CX Institutional History Added to 106 3 0.0% 0.0% 510 +10 10.42% Q4 2025 Feb 02, 2026
United Financial Planning Group LLC History Reduced 117 3 0.0% 0.0% 525 -5 -4.1% Q4 2025 Feb 11, 2026
BOK Financial Private Wealth, Inc. History No change 127 3 0.0% 0.0% 503 0 0.0% Q4 2025 Feb 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 125 3 0.0% 0.0% 504 0 0.0% Q4 2025 Jan 23, 2026
Compagnie Lombard Odier SCmA History No change 129 3 0.0% 0.0% 505 0 0.0% Q4 2025 Jan 16, 2026
Richardson Capital Management LLC History No change 135 3 0.0% 0.0% 506 0 0.0% Q4 2025 Jan 30, 2026
Darwin Wealth Management, LLC History No change 141 3 0.0% 0.0% 507 0 0.0% Q4 2025 Jan 22, 2026
Clearstead Trust, LLC History No change 133 3 0.0% 0.0% 508 0 0.0% Q4 2025 Feb 09, 2026
Inlight Wealth Management, LLC History No change 141 3 0.0% 0.0% 509 0 0.0% Q4 2025 Jan 23, 2026
Pflug Koory, LLC History No change 146 3 0.0% 0.0% 511 0 0.0% Q4 2025 Jan 20, 2026
Kozak & Associates, Inc. History No change 133 3 0.0% 0.0% 512 0 0.0% Q4 2025 Jan 12, 2026
Golden State Wealth Management, LLC History No change 150 3 0.0% 0.0% 513 0 0.0% Q4 2025 Feb 13, 2026
Avalon Trust Co History No change 125 3 0.0% 0.0% 514 0 0.0% Q4 2025 Feb 09, 2026
West Financial Advisors, LLC History No change 134 3 0.0% 0.0% 515 0 0.0% Q4 2025 Jan 13, 2026
Register Financial Advisors LLC History No change 114 3 0.0% 0.0% 520 0 0.0% Q4 2025 Jan 21, 2026
BankPlus Trust Department History No change 120 3 0.0% 0.0% 522 0 0.0% Q4 2025 Jan 27, 2026
Dogwood Wealth Management LLC History No change 116 3 0.0% 0.0% 523 0 0.0% Q4 2025 Feb 04, 2026
Ransom Advisory, Ltd History No change 125 3 0.0% 0.0% 524 0 0.0% Q4 2025 Jan 06, 2026
GPS Wealth Strategies Group, LLC History Reduced 100 2 0.0% 0.0% 536 -633 -86.36% Q4 2025 Feb 06, 2026
Monetary Solutions, Ltd History New 110 2 0.0% 557 +110 New Q4 2025 Feb 23, 2026
Hilton Head Capital Partners, LLC History New 102 2 0.0% 556 +102 New Q4 2025 Feb 11, 2026
MidFirst Bank History New 100 2 0.0% 551 +100 New Q4 2025 Feb 25, 2026
EFG International AG History New 92 2 0.0% 555 +92 New Q4 2025 Feb 17, 2026
Strategic Wealth Advisors LLC History New 89 2 0.0% 554 +89 New Q4 2025 Feb 03, 2026
Roble, Belko & Company, Inc History Added to 85 2 0.0% 533 +80 1600.0% Q4 2025 Jan 12, 2026
Lodestone Wealth Management LLC History New 80 2 0.0% 544 +80 New Q4 2025 Jan 15, 2026
ABOUND FINANCIAL, LLC History New 80 2 0.0% 547 +80 New Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 79 2 0.0% 550 +79 New Q4 2025 Jan 23, 2026
Keating Financial Advisory Services, Inc. History New 76 2 0.0% 553 +76 New Q4 2025 Feb 09, 2026
First Command Advisory Services, Inc. History Added to 92 2 0.0% 0.0% 535 +46 100.0% Q4 2025 Feb 11, 2026
Bradley & Co. Private Wealth Management, LLC History Added to 78 2 0.0% 0.0% 542 +20 34.48% Q4 2025 Feb 11, 2026
Tanglewood Legacy Advisors, LLC History Added to 84 2 0.0% 0.0% 545 +19 29.23% Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History No change 102 2 0.0% 0.0% 528 0 0.0% Q4 2025 Jan 29, 2026
LAZARD ASSET MANAGEMENT LLC History No change 60 2 0.0% 529 0 0.0% Q4 2025 Feb 17, 2026
Bangor Savings Bank History No change 88 2 0.0% 0.0% 530 0 0.0% Q4 2025 Jan 16, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 86 2 0.0% 0.0% 531 0 0.0% Q4 2025 Feb 09, 2026
Financial Management Professionals, Inc. History No change 77 2 0.0% 0.0% 532 0 0.0% Q4 2025 Jan 27, 2026
Silicon Valley Capital Partners History No change 76 2 0.0% 0.0% 534 0 0.0% Q4 2025 Feb 13, 2026
Nalls Sherbakoff Group, LLC History No change 103 2 0.0% 0.0% 537 0 0.0% Q4 2025 Mar 12, 2026
Prestige Wealth Management Group LLC History No change 84 2 0.0% 0.0% 538 0 0.0% Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History No change 81 2 0.0% 0.0% 539 0 0.0% Q4 2025 Feb 11, 2026
RMG Wealth Management LLC History No change 102 2 0.0% 0.0% 540 0 0.0% Q4 2025 Jan 29, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 90 2 0.01% 0.01% 541 0 0.0% Q4 2025 Feb 17, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 90 2 0.0% 0.0% 543 0 0.0% Q4 2025 Jan 20, 2026
Cherry Tree Wealth Management, LLC History No change 91 2 0.0% 0.0% 546 0 0.0% Q4 2025 Feb 10, 2026
Pandora Wealth, Inc. History No change 100 2 0.0% 0.0% 548 0 0.0% Q4 2025 Feb 04, 2026
PINNEY & SCOFIELD, INC. History No change 92 2 0.0% 0.0% 549 0 0.0% Q4 2025 Feb 13, 2026
Holos Integrated Wealth LLC History No change 107 2 0.0% 0.0% 552 0 0.0% Q4 2025 Jan 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 63 1 0.0% 0.0% 602 -90 -58.82% Q4 2025 Feb 17, 2026
Retirement Wealth Solutions LLC History Reduced 63 1 0.0% 0.0% 598 -79 -55.63% Q4 2025 Jan 07, 2026
Sunrise Financial Services, LLC History New 73 1 0.0% 606 +73 New Q4 2025 Feb 11, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 72 1 0.0% 562 +72 New Q4 2025 Feb 09, 2026
Minot DeBlois Advisors LLC History New 69 1 0.0% 567 +69 New Q4 2025 Feb 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 57 1 0.0% 0.0% 561 -60 -51.28% Q4 2025 Feb 04, 2026
Lloyd Advisory Services, LLC. History New 55 1 0.0% 581 +55 New Q4 2025 Feb 06, 2026
Meramec Financial Planners, LLC History New 53 1 0.0% 605 +53 New Q4 2025 Feb 10, 2026
Triumph Capital Management History New 48 1 0.0% 575 +48 New Q4 2025 Feb 12, 2026
EQ WEALTH ADVISORS, LLC History New 40 1 0.0% 599 +40 New Q4 2025 Feb 02, 2026
VSM Wealth Advisory, LLC History New 40 1 0.0% 600 +40 New Q4 2025 Feb 06, 2026
Coston, McIsaac & Partners History Reduced 64 1 0.0% 0.0% 587 -35 -35.35% Q4 2025 Feb 03, 2026
HORIZON BANCORP INC /IN/ History New 20 1 0.0% 558 +20 New Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History Added to 39 1 0.0% 574 +13 50.0% Q4 2025 Jan 30, 2026
SWAN Capital LLC History Reduced 51 1 0.0% 0.0% 588 -11 -17.74% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History Added to 62 1 0.0% 0.0% 564 +3 5.08% Q4 2025 Jan 30, 2026
Marquette Asset Management, LLC History Reduced 58 1 0.0% 0.0% 566 -3 -4.92% Q4 2025 Jan 16, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 70 1 0.0% 0.0% 559 0 0.0% Q4 2025 Jan 20, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 27 1 0.0% 560 0 0.0% Q4 2025 Feb 13, 2026
Kimelman & Baird, LLC History No change 40 1 0.0% 0.0% 563 0 0.0% Q4 2025 Feb 06, 2026
Horrell Capital Management, Inc. History No change 27 1 0.0% 0.0% 565 0 0.0% Q4 2025 Feb 03, 2026
Heritage Wealth Advisors History No change 48 1 0.0% 0.0% 568 0 0.0% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History No change 33 1 0.0% 0.0% 569 0 0.0% Q4 2025 Jan 21, 2026
MV CAPITAL MANAGEMENT, INC. History No change 43 1 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 23, 2026
Anchor Investment Management, LLC History No change 59 1 0.0% 0.0% 571 0 0.0% Q4 2025 Feb 26, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 49 1 0.0% 0.0% 572 0 0.0% Q4 2025 Jan 12, 2026
Pinnacle Bancorp, Inc. History No change 53 1 0.0% 0.0% 573 0 0.0% Q4 2025 Jan 22, 2026
Centerpoint Advisors, LLC History No change 51 1 0.0% 0.0% 576 0 0.0% Q4 2025 Feb 13, 2026
Financial Gravity Asset Management, Inc. History No change 60 1 0.0% 0.0% 577 0 0.0% Q4 2025 Feb 13, 2026
Clarity Asset Management, Inc. History No change 52 1 0.0% 0.0% 578 0 0.0% Q4 2025 Feb 13, 2026
Costello Asset Management, INC History No change 39 1 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 03, 2026
IFS Advisors, LLC History No change 42 1 0.0% 0.0% 580 0 0.0% Q4 2025 Jan 09, 2026
N.E.W. Advisory Services LLC History No change 43 1 0.0% 0.0% 582 0 0.0% Q4 2025 Jan 28, 2026
CoreFirst Bank & Trust History No change 40 1 0.0% 0.0% 583 0 0.0% Q4 2025 Feb 11, 2026
Beaird Harris Wealth Management, LLC History No change 56 1 0.0% 0.0% 584 0 0.0% Q4 2025 Feb 23, 2026
City State Bank History No change 68 1 0.0% 0.0% 585 0 0.0% Q4 2025 Jan 28, 2026
Smallwood Wealth Investment Management, LLC History No change 48 1 0.0% 0.0% 586 0 0.0% Q4 2025 Jan 23, 2026
Aspect Partners, LLC History No change 70 1 0.0% 0.0% 589 0 0.0% Q4 2025 Jan 23, 2026
CGC Financial Services, LLC History No change 73 1 0.0% 0.0% 590 0 0.0% Q4 2025 Feb 03, 2026
Frazier Financial Advisors, LLC History No change 50 1 0.0% 0.0% 591 0 0.0% Q4 2025 Feb 09, 2026
Financial Network Wealth Advisors LLC History No change 40 1 0.0% 0.0% 592 0 0.0% Q4 2025 Feb 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 61 1 0.0% 0.0% 593 0 0.0% Q4 2025 Jan 22, 2026
WealthCollab, LLC History No change 60 1 0.0% 0.0% 594 0 0.0% Q4 2025 Jan 27, 2026
Bank & Trust Co History No change 44 1 0.0% 0.0% 595 0 0.0% Q4 2025 Jan 13, 2026
Aviso Financial Inc. History No change 72 1 0.0% 0.0% 596 0 0.0% Q4 2025 Feb 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 40 1 0.0% 0.0% 597 0 0.0% Q4 2025 Feb 11, 2026
Graney & King, LLC History No change 48 1 0.0% 0.0% 601 0 0.0% Q4 2025 Feb 13, 2026
WPG Advisers, LLC History No change 66 1 0.0% 0.0% 603 0 0.0% Q4 2025 Jan 28, 2026
Boreal Capital Management LLC History No change 67 1 0.0% 0.0% 604 0 0.0% Q4 2025 Feb 17, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History Closed out 0 0 0.17% -1,315,656 -100.0% Q3 2025 Nov 12, 2025
Penn Capital Management Company, LLC History Closed out 0 0 0.87% -375,360 -100.0% Q3 2025 Nov 24, 2025
ING GROEP NV History Closed out 0 0 0.05% -305,952 -100.0% Q3 2025 Nov 06, 2025
BRAUN STACEY ASSOCIATES INC History Closed out 0 0 0.22% -225,644 -100.0% Q3 2025 Oct 21, 2025
Quantbot Technologies LP History Closed out 0 0 0.07% -90,377 -100.0% Q3 2025 Nov 12, 2025
J. Goldman & Co LP History Closed out 0 0 0.04% -55,382 -100.0% Q3 2025 Nov 14, 2025
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -38,806 -100.0% Q3 2025 Nov 14, 2025
AE Wealth Management LLC History Closed out 0 0 0.01% -36,004 -100.0% Q3 2025 Nov 03, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.06% -33,080 -100.0% Q3 2025 Nov 13, 2025
Total Clarity Wealth Management, Inc. History Closed out 0 0 0.24% -30,042 -100.0% Q3 2025 Nov 12, 2025
Elo Mutual Pension Insurance Co History Closed out 0 0 0.01% -28,449 -100.0% Q3 2025 Nov 12, 2025
NATIXIS History Closed out 0 0 0.0% -28,287 -100.0% Q3 2025 Nov 14, 2025
Sender Co & Partners, Inc. History Closed out 0 0 0.08% -25,852 -100.0% Q3 2025 Nov 17, 2025
Fluent Financial, LLC History Closed out 0 0 0.3% -25,388 -100.0% Q3 2025 Oct 10, 2025
Beacon Pointe Advisors, LLC History Closed out 0 0 0.01% -24,770 -100.0% Q3 2025 Nov 14, 2025
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.06% -23,610 -100.0% Q3 2025 Oct 15, 2025
SCS Capital Management LLC History Closed out 0 0 0.01% -21,014 -100.0% Q3 2025 Nov 13, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 0.01% -20,705 -100.0% Q3 2025 Nov 06, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -20,355 -100.0% Q3 2025 Oct 14, 2025
AXQ CAPITAL, LP History Closed out 0 0 0.23% -20,066 -100.0% Q3 2025 Nov 10, 2025
BTC Capital Management, Inc. History Closed out 0 0 0.04% -18,670 -100.0% Q3 2025 Nov 06, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.02% -17,026 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 0.01% -16,736 -100.0% Q3 2025 Nov 13, 2025
Ballentine Partners, LLC History Closed out 0 0 0.01% -15,486 -100.0% Q3 2025 Nov 03, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.0% -14,945 -100.0% Q3 2025 Nov 14, 2025
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.06% -13,900 -100.0% Q3 2025 Nov 12, 2025
Arjuna Capital History Closed out 0 0 0.1% -13,792 -100.0% Q3 2025 Nov 04, 2025
Andra AP-fonden History Closed out 0 0 0.0% -12,800 -100.0% Q3 2025 Nov 12, 2025
Atria Investments, Inc History Closed out 0 0 0.0% -11,975 -100.0% Q3 2025 Nov 06, 2025
STANSBERRY ASSET MANAGEMENT, LLC History Closed out 0 0 0.03% -10,425 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -8,785 -100.0% Q3 2025 Nov 10, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.04% -8,717 -100.0% Q3 2025 Nov 14, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.02% -8,650 -100.0% Q3 2025 Nov 07, 2025
Baldwin Investment Management, LLC History Closed out 0 0 0.03% -8,380 -100.0% Q3 2025 Nov 10, 2025
Forum Financial Management, LP History Closed out 0 0 0.0% -8,109 -100.0% Q3 2025 Oct 24, 2025
JOURNEY STRATEGIC WEALTH LLC History Closed out 0 0 0.01% -7,990 -100.0% Q3 2025 Nov 12, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.04% -7,904 -100.0% Q3 2025 Nov 13, 2025
Dorsey & Whitney Trust CO LLC History Closed out 0 0 0.01% -7,863 -100.0% Q3 2025 Nov 13, 2025
INNEALTA CAPITAL, LLC History Closed out 0 0 0.11% -7,505 -100.0% Q3 2025 Nov 03, 2025
ANB BANK History Closed out 0 0 0.09% -7,428 -100.0% Q3 2025 Oct 23, 2025
Cohen Capital Management, Inc. History Closed out 0 0 0.03% -7,246 -100.0% Q3 2025 Oct 22, 2025
Fifth Third Wealth Advisors LLC History Closed out 0 0 0.01% -7,225 -100.0% Q3 2025 Oct 21, 2025
CIBC Asset Management Inc History Closed out 0 0 0.0% -7,213 -100.0% Q3 2025 Oct 31, 2025
Plancorp, LLC History Closed out 0 0 0.01% -7,124 -100.0% Q3 2025 Oct 15, 2025
GREAT LAKES ADVISORS, LLC History Closed out 0 0 0.0% -7,026 -100.0% Q3 2025 Nov 03, 2025
CITIZENS FINANCIAL GROUP INC/RI History Closed out 0 0 0.0% -6,782 -100.0% Q3 2025 Oct 24, 2025
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Closed out 0 0 0.01% -6,770 -100.0% Q3 2025 Nov 14, 2025
FIDELITY D & D BANCORP INC History Closed out 0 0 0.11% -6,761 -100.0% Q3 2025 Nov 13, 2025
STEPHENS INC /AR/ History Closed out 0 0 0.0% -6,674 -100.0% Q3 2025 Oct 27, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -4,061 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -2,585 -100.0% Q3 2025 Nov 18, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -1,505 -100.0% Q3 2025 Nov 12, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -1,355 -100.0% Q3 2025 Nov 12, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -1,348 -100.0% Q3 2025 Nov 10, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -823 -100.0% Q3 2025 Oct 08, 2025
BOKF, NA History Closed out 0 0 0.0% -739 -100.0% Q3 2025 Nov 13, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -602 -100.0% Q3 2025 Nov 06, 2025
Advisors Asset Management, Inc. History Closed out 0 0 0.0% -586 -100.0% Q3 2025 Nov 06, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -455 -100.0% Q3 2025 Nov 13, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -428 -100.0% Q3 2025 Oct 21, 2025
IAT REINSURANCE CO LTD. History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Nov 10, 2025
Luminist Capital LLC History Closed out 0 0 0.01% -264 -100.0% Q3 2025 Nov 14, 2025
AllSquare Wealth Management LLC History Closed out 0 0 0.0% -216 -100.0% Q3 2025 Jan 12, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History Closed out 0 0 0.0% -205 -100.0% Q3 2025 Nov 13, 2025
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 0.0% -204 -100.0% Q3 2025 Oct 21, 2025
Quest 10 Wealth Builders, Inc. History Closed out 0 0 0.0% -178 -100.0% Q3 2025 Oct 20, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 0.0% -168 -100.0% Q3 2025 Nov 06, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 0.0% -156 -100.0% Q3 2025 Oct 15, 2025
TruNorth Capital Management, LLC History Closed out 0 0 0.0% -142 -100.0% Q3 2025 Oct 21, 2025
Steigerwald, Gordon & Koch Inc. History Closed out 0 0 0.0% -139 -100.0% Q3 2025 Oct 23, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -111 -100.0% Q3 2025 Oct 07, 2025
Tradewinds Capital Management, LLC History Reduced 1 0 0.0% -100 -99.01% Q4 2025 Jan 14, 2026
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 0.0% -76 -100.0% Q3 2025 Nov 05, 2025
Spurstone Advisory Services, LLC History Closed out 0 0 0.03% -75 -100.0% Q3 2025 Nov 06, 2025
Salomon & Ludwin, LLC History Reduced 17 0 0.0% -73 -81.11% Q4 2025 Jan 28, 2026
Mountain Hill Investment Partners Corp. History Closed out 0 0 0.0% -65 -100.0% Q3 2025 Oct 27, 2025
Caldwell Trust Co History Closed out 0 0 0.0% -60 -100.0% Q3 2025 Oct 23, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 0.0% -57 -100.0% Q3 2025 Oct 06, 2025
Groupe la Francaise History Reduced 40 0 0.0% -56 -58.33% Q4 2025 Feb 12, 2026
Palisade Asset Management, LLC History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Nov 17, 2025
IMG Wealth Management, Inc. History Closed out 0 0 0.0% -46 -100.0% Q3 2025 Nov 05, 2025
FIRST HORIZON CORP History Reduced 6 0 0.0% -44 -88.0% Q4 2025 Jan 27, 2026
Lavaca Capital LLC History Reduced 15 0 0.0% -40 -72.73% Q4 2025 Feb 13, 2026
BNP PARIBAS History Closed out 0 0 0.0% -36 -100.0% Q3 2025 Nov 14, 2025
Modus Advisors, LLC History New 35 0 +35 New Q4 2025 Feb 11, 2026
Keener Financial Planning LLC History Closed out 0 0 0.0% -34 -100.0% Q3 2025 Nov 07, 2025
Cheviot Value Management, LLC History Closed out 0 0 -32 -100.0% Q3 2025 Oct 31, 2025
Cloud Capital Management, LLC History Closed out 0 0 -30 -100.0% Q3 2025 Nov 03, 2025
Basepoint Wealth LLC History New 26 0 +26 New Q4 2025 Feb 10, 2026
Horizon Investments, LLC History New 21 0 +21 New Q4 2025 Feb 02, 2026
CULLEN/FROST BANKERS, INC. History New 20 0 +20 New Q4 2025 Feb 06, 2026
Hurley Capital, LLC History New 20 0 +20 New Q4 2025 Feb 17, 2026
Navalign, LLC History New 20 0 +20 New Q4 2025 Feb 05, 2026
Comprehensive Financial Planning, Inc./PA History Added to 23 0 +20 666.67% Q4 2025 Feb 11, 2026
Nvest Wealth Strategies, Inc. History New 20 0 +20 New Q4 2025 Jan 28, 2026
Phillip James Consulting Co. History New 20 0 +20 New Q4 2025 Feb 23, 2026
CITY HOLDING CO History Closed out 0 0 -20 -100.0% Q3 2025 Oct 22, 2025
Rialto Wealth Management, LLC History Reduced 10 0 -19 -65.52% Q4 2025 Jan 12, 2026
Bare Financial Services, Inc History Reduced 29 0 0.0% -17 -36.96% Q4 2025 Feb 06, 2026
AMERIFLEX GROUP, INC. History Reduced 17 0 0.0% -17 -50.0% Q4 2025 Feb 18, 2026
CVA Family Office, LLC History Closed out 0 0 -17 -100.0% Q3 2025 Oct 30, 2025
Rachor Investment Advisory Services, LLC History New 16 0 +16 New Q4 2025 Jan 30, 2026
Family CFO Inc History New 14 0 +14 New Q4 2025 Jan 23, 2026
Manchester Capital Management LLC History New 12 0 +12 New Q4 2025 Feb 11, 2026
Strive Financial Group ,LLC History New 12 0 +12 New Q4 2025 Feb 18, 2026
Northwest Capital Management Inc History Closed out 0 0 -11 -100.0% Q3 2025 Oct 20, 2025
North Capital, Inc. History Closed out 0 0 -11 -100.0% Q3 2025 Oct 09, 2025
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History New 10 0 +10 New Q4 2025 Jan 22, 2026
Mascoma Wealth Management LLC History Reduced 11 0 -10 -47.62% Q4 2025 Feb 04, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 10 0 +10 New Q4 2025 Jan 28, 2026
Main Street Group, LTD History Closed out 0 0 -10 -100.0% Q3 2025 Nov 07, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 -10 -100.0% Q3 2025 Oct 07, 2025
MidAtlantic Capital Management, Inc. History New 9 0 +9 New Q4 2025 Feb 10, 2026
TORONTO DOMINION BANK History New 8 0 +8 New Q4 2025 Feb 17, 2026
West Branch Capital LLC History New 8 0 +8 New Q4 2025 Jan 16, 2026
DiNuzzo Private Wealth, Inc. History Reduced 31 0 0.0% -7 -18.42% Q4 2025 Jan 16, 2026
HFM Investment Advisors, LLC History Reduced 2 0 -7 -77.78% Q4 2025 Feb 05, 2026
Quattro Advisors LLC History New 7 0 +7 New Q4 2025 Feb 13, 2026
Trust Co History New 6 0 +6 New Q4 2025 Jan 15, 2026
Grey Fox Wealth Advisors, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Oct 29, 2025
ALBION FINANCIAL GROUP /UT History Added to 24 0 +5 26.32% Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History New 5 0 +5 New Q4 2025 Jan 29, 2026
Financial Freedom, LLC History Reduced 12 0 -5 -29.41% Q4 2025 Feb 17, 2026
GGM Financials LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 10, 2025
Bay Harbor Wealth Management, LLC History Added to 14 0 +4 40.0% Q4 2025 Feb 02, 2026
Cornerstone Planning Group LLC History Reduced 22 0 -4 -15.38% Q4 2025 Feb 02, 2026
Quaker Wealth Management, LLC History Added to 15 0 +3 25.0% Q4 2025 Jan 28, 2026
IFC & Insurance Marketing, Inc. History New 3 0 +3 New Q4 2025 Feb 12, 2026
Signature Equity Partners, LLC History New 3 0 +3 New Q4 2025 Feb 17, 2026
Tidemark, LLC History New 2 0 +2 New Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 14, 2025
Physician Wealth Advisors, Inc. History Added to 23 0 +1 4.55% Q4 2025 Jan 29, 2026
Elevated Capital Advisors, LLC History New 1 0 +1 New Q4 2025 Jan 27, 2026
Strengthening Families & Communities, LLC History Reduced 6 0 -1 -14.29% Q4 2025 Feb 03, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 3 0 0 0.0% Q4 2025 Feb 13, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 33 0 0 0.0% Q4 2025 Jan 26, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 30 0 0 0.0% Q4 2025 Jan 14, 2026
Westside Investment Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
Colonial Trust Advisors History No change 15 0 0 0.0% Q4 2025 Feb 12, 2026
JNBA Financial Advisors History No change 17 0 0 0.0% Q4 2025 Jan 26, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 5 0 0 0.0% Q4 2025 Feb 12, 2026
Moisand Fitzgerald Tamayo, LLC History No change 20 0 0 0.0% Q4 2025 Jan 14, 2026
Pacific Center for Financial Services History No change 16 0 0 0.0% Q4 2025 Feb 17, 2026
Global Trust Asset Management, LLC History No change 1 0 0 0.0% Q4 2025 Jan 20, 2026
Crewe Advisors LLC History No change 11 0 0 0.0% Q4 2025 Jan 16, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 20 0 0 0.0% Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Jan 22, 2026
Your Advocates Ltd., LLP History No change 3 0 0 0.0% Q4 2025 Feb 02, 2026
HOEY INVESTMENTS, INC History No change 24 0 0 0.0% Q4 2025 Jan 28, 2026
HighMark Wealth Management LLC History No change 6 0 0 0.0% Q4 2025 Feb 05, 2026
Mechanics Financial Corp History No change 5 0 0 0.0% Q4 2025 Jan 22, 2026
WOLFF WIESE MAGANA LLC History No change 10 0 0 0.0% Q4 2025 Jan 14, 2026
GoalVest Advisory LLC History No change 9 0 0 0.0% Q4 2025 Jan 05, 2026
Wells Financial Advisors INC History No change 10 0 0 0.0% Q4 2025 Feb 02, 2026
DHJJ Financial Advisors, Ltd. History No change 25 0 0 0.0% Q4 2025 Jan 23, 2026
Piscataqua Savings Bank History No change 25 0 0 0.0% Q4 2025 Jan 16, 2026
Corsicana & Co. History No change 10 0 0 0.0% Q4 2025 Jan 07, 2026
Financial Connections Group, Inc. History No change 3 0 0 0.0% Q4 2025 Jan 23, 2026
Red Tortoise LLC History No change 29 0 0 0.0% Q4 2025 Jan 22, 2026
Global Wealth Strategies & Associates History No change 10 0 0 0.0% Q4 2025 Jan 02, 2026
Signature Resources Capital Management, LLC History No change 24 0 0 0.0% Q4 2025 Jan 21, 2026
Colonial Trust Co / SC History No change 5 0 0 0.0% Q4 2025 Feb 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 6 0 0 0.0% Q4 2025 Feb 27, 2026
Glass Jacobson Investment Advisors llc History No change 34 0 0.0% 0 0.0% Q4 2025 Jan 22, 2026
New England Capital Financial Advisors LLC History No change 18 0 0 0.0% Q4 2025 Feb 02, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 37 0 0.0% 0 0.0% Q4 2025 Jan 09, 2026
Centennial Bank/AR/ History No change 9 0 0 0.0% Q4 2025 Feb 17, 2026
Financial Perspectives, Inc History No change 8 0 0 0.0% Q4 2025 Jan 28, 2026
Bruce G. Allen Investments, LLC History No change 15 0 0 0.0% Q4 2025 Feb 10, 2026
Valued Wealth Advisors LLC History No change 1 0 0 0.0% Q4 2025 Jan 30, 2026
Caitlin John, LLC History No change 2 0 0 0.0% Q4 2025 Feb 18, 2026
American Capital Advisory, LLC History No change 3 0 0 0.0% Q4 2025 Jan 30, 2026
RAELIPSKIE PARTNERSHIP History No change 30 0 0 0.0% Q4 2025 Feb 04, 2026
Fairscale Capital, LLC History No change 3 0 0 0.0% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History No change 10 0 0 0.0% Q4 2025 Feb 03, 2026
Murphy & Mullick Capital Management Corp History No change 25 0 0 0.0% Q4 2025 Feb 10, 2026
REAP Financial Group, LLC History No change 9 0 0 0.0% Q4 2025 Feb 10, 2026
ROSS\JOHNSON & Associates LLC History No change 13 0 0 0.0% Q4 2025 Feb 12, 2026
Fourth Dimension Wealth, LLC History No change 20 0 0 0.0% Q4 2025 Feb 04, 2026
Barnes Dennig Private Wealth Management LLC History No change 26 0 0 0.0% Q4 2025 Jan 14, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 10 0 0 0.0% Q4 2025 Feb 10, 2026
BIRCHBROOK, INC. History No change 8 0 0 0.0% Q4 2025 Feb 04, 2026
MASECO LLP History No change 9 0 0 0.0% Q4 2025 Jan 22, 2026
Harbor Asset Planning, Inc. History No change 8 0 0 0.0% Q4 2025 Jan 26, 2026