SPDR SERIES TRUST - KRE

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 14,570,341 944,303 0.11% 0.16% 1 -7,019,102 -32.51% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 13,915,604 901,870 0.05% 0.04% 2 +2,630,511 23.31% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 11,545,213 748,245 0.11% 0.11% 3 -269,946 -2.28% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 10,138,886 657,101 0.1% 0.15% 4 -5,584,390 -35.52% Q4 2025 Feb 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 8,964,000 580,956 0.97% 0.97% 5 +521,000 6.17% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 8,799,242 570,278 0.07% 0.1% 6 -3,905,912 -30.74% Q4 2025 Mar 25, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 6,864,768 444,905 0.56% 0.61% 7 -727,132 -9.58% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 6,404,868 415,099 0.1% 0.07% 8 +962,586 17.69% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 5,806,300 376,306 0.7% 1355.92% 9 +1,192,513 25.85% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 5,335,389 345,786 0.15% 0.56% 10 -14,368,165 -72.92% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 5,020,981 325,409 0.02% 0.05% 11 -7,297,647 -59.24% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 4,374,788 283,530 0.05% 0.11% 12 -6,462,316 -59.63% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,732,323 241,891 0.04% 0.06% 13 -950,375 -20.3% Q4 2025 Feb 13, 2026
Jain Global LLC History Added to 3,693,100 239,349 1.16% 0.42% 14 +2,293,100 163.79% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 3,587,972 232,536 0.04% 15 +3,587,972 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,493,499 226,323 0.1% 0.12% 16 +1,332,348 826.77% Q4 2025 Feb 10, 2026
PEAK6 LLC History Added to 3,234,197 209,608 0.39% 0.21% 17 +1,017,734 45.92% Q4 2025 Mar 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 3,204,649 207,693 0.09% 0.09% 18 -88,535 -2.69% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 2,887,505 187,139 0.52% 0.13% 19 +2,073,705 254.82% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 2,884,158 186,922 0.06% 0.01% 20 +2,428,382 532.8% Q4 2025 Feb 12, 2026
Schonfeld Strategic Advisors LLC History Added to 2,243,200 145,381 0.64% 0.09% 21 +1,993,200 797.28% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Reduced 2,071,001 134,221 0.26% 0.3% 22 -1,020,600 -33.01% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 1,932,324 125,236 0.19% 0.21% 23 -255,095 -11.66% Q4 2025 Feb 05, 2026
BlackRock, Inc. History Reduced 1,631,584 105,742 0.0% 0.0% 24 -1,379,766 -45.82% Q4 2025 Feb 12, 2026
MARSHALL WACE, LLP History Reduced 1,568,921 101,681 0.09% 0.13% 25 -451,935 -22.36% Q4 2025 Feb 13, 2026
ADAPT Investment Managers SA History Added to 1,500,000 97,215 0.72% 0.48% 26 +698,172 87.07% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 1,349,500 87,461 0.12% 0.29% 27 -1,625,600 -54.64% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 1,262,587 81,828 0.01% 0.01% 28 -1,401,119 -52.6% Q4 2025 Feb 11, 2026
Centiva Capital, LP History Added to 1,226,229 79,471 0.65% 0.52% 29 +362,629 41.99% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History Added to 1,180,000 76,475 0.1% 0.1% 30 +115,000 10.8% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 1,105,317 71,635 0.08% 0.03% 31 +638,717 136.89% Q4 2025 Feb 13, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 1,059,500 68,666 0.32% 0.17% 32 +532,500 101.04% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Added to 1,027,533 66,594 0.26% 0.2% 33 +245,078 31.32% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Added to 949,056 61,508 0.7% 0.43% 34 +344,999 57.11% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Added to 927,130 60,087 0.02% 0.02% 35 +312,730 50.9% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Reduced 890,525 57,714 0.29% 0.4% 36 -463,352 -34.22% Q4 2025 Feb 09, 2026
ExodusPoint Capital Management, LP History New 815,800 52,871 0.41% 37 +815,800 New Q4 2025 Feb 17, 2026
Kapitalo Investimentos Ltda History Reduced 802,873 52,034 9.96% 19.44% 38 -847,063 -51.34% Q4 2025 Jan 28, 2026
Capula Management Ltd History No change 800,000 51,848 0.26% 0.25% 39 0 0.0% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 790,734 51,247 0.08% 0.08% 40 -62,546 -7.33% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 761,753 49,369 0.05% 0.01% 41 +555,794 269.86% Q4 2025 Feb 17, 2026
MKP Capital Management, L.L.C. History New 745,700 48,328 1.72% 42 +745,700 New Q4 2025 Feb 10, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Reduced 715,500 46,371 1.88% 2.64% 43 -303,200 -29.76% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 638,631 41,389 0.02% 0.0% 44 +553,612 651.16% Q4 2025 Feb 17, 2026
FIL Ltd History Added to 616,055 39,926 0.03% 0.02% 45 +156,607 34.09% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 608,907 39,463 0.01% 0.01% 46 -82,004 -11.87% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 558,494 36,196 0.01% 0.01% 47 +58,627 11.73% Q4 2025 Feb 18, 2026
Allspring Global Investments Holdings, LLC History New 555,800 36,021 0.06% 48 +555,800 New Q4 2025 Jan 15, 2026
CREDIT AGRICOLE S A History Added to 540,109 35,004 0.08% 0.09% 49 +2,315 0.43% Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 534,159 34,618 0.27% 0.34% 50 -56,715 -9.6% Q4 2025 Feb 11, 2026
Quantitative Investment Management, LLC History Added to 527,619 34,194 3.33% 0.12% 51 +513,970 3765.62% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 513,502 33,280 0.03% 0.0% 52 +493,722 2496.07% Q4 2025 Feb 17, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 492,530 31,920 0.64% 0.51% 53 +99,254 25.24% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Added to 459,469 29,778 0.18% 0.18% 54 +5,734 1.26% Q4 2025 Feb 09, 2026
AGAVE CAPITAL MANAGEMENT Ltd History New 439,264 28,571 4.77% 55 +439,264 New Q4 2025 Feb 11, 2026
Blackstone Inc. History New 425,782 27,594 0.11% 56 +425,782 New Q4 2025 Feb 17, 2026
BW Gestao de Investimentos Ltda. History Added to 416,921 27,020 0.61% 0.83% 57 +116,921 38.97% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 414,565 26,872 0.01% 0.0% 58 +79,924 23.88% Q4 2025 Feb 17, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 374,336 24,260 0.35% 0.36% 59 -41,314 -9.94% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Added to 365,546 23,691 0.04% 0.01% 60 +243,156 198.67% Q4 2025 Feb 12, 2026
Horizon Investments, LLC History Reduced 352,625 22,853 0.29% 0.32% 61 -32,944 -8.54% Q4 2025 Feb 02, 2026
Rhino Investment Partners, Inc History New 350,197 22,696 6.43% 62 +350,197 New Q4 2025 Feb 17, 2026
Curi Capital, LLC History Reduced 311,135 20,164 0.35% 0.37% 63 -3,624 -1.15% Q4 2025 Feb 17, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 305,496 19,799 1.52% 0.59% 64 +194,803 175.98% Q4 2025 Feb 03, 2026
TERRIL BROTHERS, INC. History Reduced 295,715 19,165 5.02% 5.67% 65 -75 -0.03% Q4 2025 Feb 09, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 284,401 18,432 0.04% 0.01% 66 +209,702 280.73% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 283,629 18,381 0.01% 0.0% 67 +153,437 117.85% Q4 2025 Feb 10, 2026
Hudson Bay Capital Management LP History Added to 276,139 17,896 0.06% 0.04% 68 +100,302 57.04% Q4 2025 Feb 13, 2026
Bayview Asset Management, LLC History Reduced 275,000 17,822 4.12% 4.64% 69 -25,000 -8.33% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 244,608 15,853 0.02% 0.01% 70 +43,970 21.92% Q4 2025 Feb 17, 2026
Caption Management, LLC History Reduced 238,372 15,448 0.11% 0.33% 71 -425,128 -64.07% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 233,834 15,154 0.22% 0.21% 72 +618 0.26% Q4 2025 Feb 12, 2026
Nan Shan Life Insurance Co., Ltd. History Reduced 231,686 15,015 0.46% 0.88% 73 -419,858 -64.44% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 229,222 14,855 0.05% 0.1% 74 -181,056 -44.13% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 227,296 14,731 0.02% 0.02% 75 +43,571 23.72% Q4 2025 Feb 10, 2026
Mint Tower Capital Management B.V. History Reduced 225,000 14,582 1.68% 1.69% 76 -1,000 -0.44% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 220,466 14,289 0.01% 0.01% 77 -14,019 -5.98% Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Added to 218,612 14,168 0.12% 0.04% 78 +74,769 51.98% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Reduced 214,900 13,927 0.02% 0.02% 79 -7,844 -3.52% Q4 2025 Feb 02, 2026
Waratah Capital Advisors Ltd. History Reduced 200,000 12,962 0.44% 0.57% 80 -311,624 -60.91% Q4 2025 Feb 09, 2026
Highlander Partners, L.P. History No change 200,000 12,962 4.65% 4.42% 81 0 0.0% Q4 2025 Feb 03, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 195,946 12,699 0.81% 82 +195,945 19594500.0% Q4 2025 Feb 04, 2026
PATTEN & PATTEN INC/TN History Added to 193,038 12,510 0.73% 0.69% 83 +6,505 3.49% Q4 2025 Feb 03, 2026
HRT FINANCIAL LP History New 184,105 11,931 0.04% 84 +184,105 New Q4 2025 Feb 12, 2026
Wealth High Governance Capital Ltda History New 183,079 11,865 2.22% 85 +183,079 New Q4 2025 Jan 30, 2026
Holocene Advisors, LP History New 175,000 11,341 0.02% 87 +175,000 New Q4 2025 Feb 17, 2026
MENDON CAPITAL ADVISORS CORP History Added to 175,000 11,341 3.36% 1.43% 86 +100,000 133.33% Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 172,984 11,211 0.01% 0.01% 88 -11,410 -6.19% Q4 2025 Feb 06, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 170,567 11,054 0.58% 0.59% 89 -1,572 -0.91% Q4 2025 Jan 09, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History New 167,759 10,872 0.06% 90 +167,759 New Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Reduced 165,874 10,750 0.12% 0.13% 91 -7,713 -4.44% Q4 2025 Feb 06, 2026
ALTFEST L J & CO INC History New 165,754 10,742 1.18% 92 +165,754 New Q4 2025 Jan 23, 2026
First Eagle Investment Management, LLC History Added to 159,119 10,312 0.02% 0.01% 93 +37,500 30.83% Q4 2025 Feb 04, 2026
Rockefeller Capital Management L.P. History Added to 152,616 9,891 0.02% 0.02% 94 +2,131 1.42% Q4 2025 Mar 16, 2026
Polar Capital Holdings Plc History New 150,000 9,721 0.04% 95 +150,000 New Q4 2025 Feb 17, 2026
Brick & Kyle, Associates History Reduced 146,881 9,519 3.37% 3.45% 96 -1,090 -0.74% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 141,700 9,183 0.01% 97 +141,700 New Q4 2025 Feb 17, 2026
Rosenthal {-} Henry Capital Advisors, Inc. History No change 131,610 8,529 7.9% 8.0% 98 0 0.0% Q4 2025 Jan 28, 2026
Slate Path Capital LP History New 130,003 8,425 0.11% 99 +130,003 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 128,871 8,352 0.01% 0.01% 100 +1,847 1.45% Q4 2025 Feb 06, 2026
Shay Capital LLC History New 122,200 7,919 0.82% 101 +122,200 New Q4 2025 Feb 17, 2026
Parkside Investments, LLC History Added to 121,171 7,853 0.99% 0.94% 102 +2,705 2.28% Q4 2025 Feb 09, 2026
NewSquare Capital LLC History Reduced 119,171 7,723 0.68% 0.72% 103 -49,208 -29.22% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 117,300 7,602 0.01% 0.01% 104 -14,800 -11.2% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History Reduced 116,537 7,573 0.25% 0.26% 105 -4,789 -3.95% Q4 2025 Feb 13, 2026
Trilogy Capital Inc. History Added to 113,544 7,358 0.33% 0.31% 106 +8,503 8.09% Q4 2025 Jan 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 104,211 7,006 0.01% 0.0% 107 +75,187 259.05% Q4 2025 Jan 08, 2026
SIG BROKERAGE, LP History Reduced 107,516 6,968 0.22% 0.6% 108 -220,176 -67.19% Q4 2025 Feb 17, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 103,492 6,707 0.62% 0.69% 109 0 0.0% Q4 2025 Feb 06, 2026
Annandale Capital, LLC History Reduced 100,000 6,481 0.77% 1.29% 110 -19,500 -16.32% Q4 2025 Feb 12, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 97,661 6,329 0.05% 111 +97,661 New Q4 2025 Feb 02, 2026
Carnegie Investment Counsel History Reduced 93,233 6,042 0.11% 0.12% 112 -4,782 -4.88% Q4 2025 Jan 23, 2026
IMC-Chicago, LLC History Reduced 87,006 5,638 0.0% 0.0% 113 -23,872 -21.53% Q4 2025 Jan 29, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 83,509 5,424 0.04% 0.03% 114 +27,605 49.38% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 77,577 5,027 0.01% 0.01% 115 +1,108 1.45% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Reduced 75,610 4,900 0.01% 0.01% 116 -12,544 -14.23% Q4 2025 Feb 11, 2026
FIRST NATIONAL BANK OF OMAHA History New 74,584 4,880 0.14% 117 +74,584 New Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 74,924 4,856 0.01% 0.01% 118 -21,272 -22.11% Q4 2025 Feb 17, 2026
FIRST INTERSTATE BANK History Reduced 72,909 4,725 0.25% 0.26% 119 -2,620 -3.47% Q4 2025 Jan 29, 2026
GROUP ONE TRADING LLC History Added to 72,866 4,722 0.01% 0.0% 120 +49,412 210.68% Q4 2025 Feb 12, 2026
FARMERS TRUST CO History Added to 72,219 4,680 0.76% 0.78% 121 +397 0.55% Q4 2025 Jan 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 71,265 4,618 0.0% 0.0% 122 -1,975 -2.7% Q4 2025 Feb 10, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 69,813 4,524 0.55% 0.49% 123 -1,600 -2.24% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 69,432 4,499 0.03% 0.03% 124 +13,832 24.88% Q4 2025 Feb 17, 2026
SG Capital Management LLC History Reduced 65,790 4,263 0.41% 1.62% 125 -221,938 -77.13% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 64,935 4,208 0.01% 0.03% 126 -69,851 -51.82% Q4 2025 Jan 09, 2026
First American Bank History Added to 63,929 4,143 0.25% 0.25% 127 +1,813 2.92% Q4 2025 Jan 20, 2026
Michelson Medical Research Foundation, Inc. History No change 63,510 4,116 4.13% 3.5% 128 0 0.0% Q4 2025 Feb 17, 2026
THOMIST CAPITAL MANAGEMENT, LP History Reduced 62,500 4,090 0.87% 2.69% 129 -151,800 -70.84% Q4 2025 Feb 13, 2026
SAM Advisors, LLC History Added to 62,403 4,044 1.28% 1.26% 130 +701 1.14% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 62,380 4,043 0.01% 0.01% 131 +11,012 21.44% Q4 2025 Feb 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 62,362 4,041 0.01% 0.01% 132 -3,450 -5.24% Q4 2025 Feb 12, 2026
Westview Management dba Westview Investment Advisors History New 61,899 4,011 1.91% 133 +61,899 New Q4 2025 Jan 09, 2026
Sanctuary Advisors, LLC History Reduced 61,868 4,009 0.02% 0.02% 134 -9,099 -12.82% Q4 2025 Jan 29, 2026
MIZUHO MARKETS AMERICAS LLC History Added to 59,000 3,823 0.07% 0.07% 135 +500 0.85% Q4 2025 Feb 06, 2026
CTC LLC History Reduced 575 3,726 0.0% 0.0% 136 -682 -54.26% Q4 2025 Feb 18, 2026
CSS LLC/IL History Reduced 56,000 3,629 0.16% 0.2% 137 -16,000 -22.22% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Reduced 55,211 3,578 0.07% 0.09% 138 -5,073 -8.42% Q4 2025 Feb 13, 2026
Quadrature Capital Ltd History Reduced 55,057 3,568 0.04% 0.15% 139 -145,319 -72.52% Q4 2025 Feb 17, 2026
Bright Futures Wealth Management, LLC. History Added to 54,034 3,501 2.59% 2.62% 140 +982 1.85% Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Added to 51,878 3,362 0.05% 0.03% 141 +17,496 50.89% Q4 2025 Feb 17, 2026
Eldridge Investment Advisors, Inc. History Added to 51,105 3,312 0.73% 0.71% 142 +1,867 3.79% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 49,790 3,226 0.01% 0.0% 143 +20,207 68.31% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Added to 47,542 3,081 0.05% 0.02% 144 +26,040 121.11% Q4 2025 Feb 09, 2026
World Investment Advisors History Added to 47,369 3,070 0.05% 0.06% 145 +679 1.45% Q4 2025 Mar 12, 2026
BANQUE PICTET & CIE SA History Added to 46,867 3,037 0.02% 0.02% 146 +566 1.22% Q4 2025 Jan 16, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 46,276 2,999 0.04% 0.05% 147 -3,600 -7.22% Q4 2025 Feb 09, 2026
NTV ASSET MANAGEMENT LLC History Reduced 45,768 2,966 0.31% 0.34% 148 -3,476 -7.06% Q4 2025 Jan 20, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 45,000 2,916 0.0% 0.0% 149 +1,009 2.29% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 44,410 2,878 0.05% 0.05% 150 -742 -1.64% Q4 2025 Feb 04, 2026
NBT BANK N A /NY History Reduced 43,585 2,824 0.18% 0.18% 151 -238 -0.54% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Added to 42,407 2,748 0.07% 0.04% 152 +20,870 96.9% Q4 2025 Feb 17, 2026
SWEENEY & MICHEL, LLC History New 38,148 2,739 0.81% 153 +38,148 New Q4 2025 Feb 13, 2026
Jump Financial, LLC History Reduced 41,714 2,703 0.03% 0.56% 154 -696,286 -94.35% Q4 2025 Feb 17, 2026
Ulysses Management LLC History Reduced 40,000 2,592 0.48% 0.32% 155 -30,000 -42.86% Q4 2025 Feb 17, 2026
Banque Cantonale Vaudoise History No change 40,000 2,592 0.09% 0.09% 156 0 0.0% Q4 2025 Feb 06, 2026
XTX Topco Ltd History Added to 39,893 2,585 0.07% 0.04% 157 +28,286 243.7% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 38,495 2,495 0.0% 158 +38,495 New Q4 2025 Feb 05, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 35,590 2,306 0.49% 0.46% 159 -8,031 -18.41% Q4 2025 Feb 17, 2026
Shepherd Financial Partners LLC History Reduced 35,180 2,280 0.21% 0.23% 160 -2,424 -6.45% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 34,552 2,240 0.02% 161 +34,552 New Q4 2025 Feb 18, 2026
CWA Asset Management Group, LLC History Added to 34,549 2,239 0.08% 0.08% 162 +593 1.75% Q4 2025 Jan 07, 2026
MONTAG A & ASSOCIATES INC History Reduced 32,609 2,113 0.1% 0.3% 163 -70,140 -68.26% Q4 2025 Feb 02, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 31,900 2,067 0.75% 0.63% 164 +8,495 36.3% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Reduced 30,543 1,979 0.07% 0.12% 165 -19,099 -38.47% Q4 2025 Jan 21, 2026
Graham Capital Management, L.P. History Reduced 30,000 1,944 0.05% 0.1% 166 -70,000 -70.0% Q4 2025 Feb 17, 2026
K.J. Harrison & Partners Inc History Reduced 30,000 1,944 0.26% 0.36% 167 -10,000 -25.0% Q4 2025 Feb 03, 2026
FLOW TRADERS U.S. LLC History New 29,649 1,922 0.06% 168 +29,649 New Q4 2025 Feb 13, 2026
Capital Investment Counsel, Inc History Added to 29,114 1,886 0.22% 0.22% 169 +79 0.27% Q4 2025 Jan 23, 2026
Geneos Wealth Management Inc. History Reduced 28,898 1,872 0.05% 0.09% 170 -29,696 -50.68% Q4 2025 Jan 28, 2026
One Capital Management, LLC History Reduced 28,882 1,871 0.06% 0.41% 171 -173,419 -85.72% Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 28,600 1,853 0.0% 0.0% 172 +18,500 183.17% Q4 2025 Feb 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 28,384 1,839 0.11% 0.12% 173 +643 2.32% Q4 2025 Feb 10, 2026
Grandview Asset Management LLC History Reduced 27,839 1,804 0.49% 0.54% 174 -2,387 -7.9% Q4 2025 Jan 26, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 27,647 1,791 0.0% 0.37% 175 -3,891,753 -99.29% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 26,897 1,743 0.1% 0.1% 176 0 0.0% Q4 2025 Feb 10, 2026
Silphium Asset Management Ltd History New 26,518 1,718 0.73% 177 +26,518 New Q4 2025 Jan 27, 2026
Brookstone Capital Management History New 26,026 1,686 0.02% 178 +26,026 New Q4 2025 Jan 15, 2026
Kovack Advisors, Inc. History Added to 25,803 1,672 0.08% 0.15% 179 +620 2.46% Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History New 25,764 1,669 0.01% 180 +25,764 New Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 25,408 1,646 0.07% 0.08% 181 -3,625 -12.49% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 25,182 1,632 0.0% 0.0% 182 -2,566 -9.25% Q4 2025 Feb 17, 2026
NOVEM GROUP History New 25,054 1,623 0.19% 183 +25,054 New Q4 2025 Jan 27, 2026
JCSD Capital, LLC History Reduced 25,000 1,620 1.91% 47.41% 185 -850,100 -97.14% Q4 2025 Feb 05, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 25,000 1,620 0.02% 0.02% 184 -5,000 -16.67% Q4 2025 Feb 05, 2026
Kestra Advisory Services, LLC History Added to 24,858 1,611 0.01% 0.01% 186 +2,021 8.85% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History Reduced 24,806 1,607 0.0% 0.0% 187 -3,880 -13.53% Q4 2025 Feb 13, 2026
Northwest & Ethical Investments L.P. History Reduced 24,525 1,604 0.04% 0.06% 188 -13,725 -35.88% Q4 2025 Feb 17, 2026
Greenland Capital Management LP History Added to 24,288 1,574 0.17% 0.1% 189 +9,155 60.5% Q4 2025 Feb 17, 2026
INGALLS & SNYDER LLC History No change 24,215 1,569 0.06% 0.05% 190 0 0.0% Q4 2025 Feb 13, 2026
Phoenix Financial Ltd. History Reduced 23,900 1,548 0.02% 0.02% 191 -6,600 -21.64% Q4 2025 Feb 05, 2026
Econ Financial Services Corp History New 23,710 1,536 0.77% 192 +23,710 New Q4 2025 Jan 15, 2026
CALTON & ASSOCIATES, INC. History Reduced 23,272 1,508 0.22% 0.24% 193 -2,198 -8.63% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 23,371 1,484 0.0% 0.0% 194 +22 0.09% Q4 2025 Feb 10, 2026
DAVENPORT & Co LLC History Added to 22,697 1,470 0.01% 0.01% 195 +272 1.21% Q4 2025 Jan 12, 2026
Robinson Value Management, Ltd. History Reduced 22,649 1,467 0.79% 0.85% 196 -494 -2.13% Q4 2025 Jan 12, 2026
Merit Financial Group, LLC History Added to 22,271 1,443 0.01% 0.0% 197 +17,107 331.27% Q4 2025 Jan 26, 2026
STEPHENS INC /AR/ History Reduced 22,083 1,431 0.02% 0.02% 198 -1,360 -5.8% Q4 2025 Feb 05, 2026
Quantbot Technologies LP History Reduced 22,033 1,427 0.05% 0.09% 199 -30,967 -58.43% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History Reduced 21,926 1,424 0.0% 0.0% 200 -19,850 -47.52% Q4 2025 Mar 20, 2026
Mariner, LLC History Added to 21,945 1,422 0.0% 0.0% 201 +4,282 24.24% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 21,835 1,415 0.01% 0.02% 202 -35,329 -61.8% Q4 2025 Feb 17, 2026
PROFFITT & GOODSON INC History Reduced 21,768 1,410 0.2% 0.25% 203 -6,251 -22.31% Q4 2025 Jan 27, 2026
Inscription Capital, LLC History No change 20,800 1,348 0.14% 0.14% 204 0 0.0% Q4 2025 Jan 29, 2026
Intrepid Financial Planning Group LLC History Added to 20,050 1,299 0.49% 0.47% 205 +450 2.3% Q4 2025 Feb 13, 2026
Kraft, Davis & Associates, LLC History Reduced 19,228 1,273 0.29% 0.35% 206 -3,079 -13.8% Q4 2025 Jan 14, 2026
Brevan Howard Capital Management LP History Reduced 19,376 1,255 0.01% 0.07% 207 -218,985 -91.87% Q4 2025 Feb 17, 2026
WESBANCO BANK INC History Reduced 18,751 1,215 0.03% 0.04% 208 -1,200 -6.01% Q4 2025 Feb 03, 2026
Quintet Private Bank (Europe) S.A. History No change 18,683 1,210 0.07% 0.07% 209 0 0.0% Q4 2025 Jan 20, 2026
Creative Planning History Reduced 18,431 1,194 0.0% 0.0% 210 -7,485 -28.88% Q4 2025 Feb 17, 2026
COWA, LLC History Added to 18,406 1,192 0.36% 0.36% 211 +1,344 7.88% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Reduced 18,372 1,190 0.01% 0.01% 212 -825 -4.3% Q4 2025 Feb 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 17,863 1,157 0.0% 0.0% 213 +5,301 42.2% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 17,050 1,105 0.02% 0.03% 214 +390 2.34% Q4 2025 Feb 06, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 16,758 1,086 0.61% 0.69% 215 -982 -5.54% Q4 2025 Jan 16, 2026
KG&L Capital Management,LLC History Reduced 16,671 1,080 0.27% 0.33% 216 -3,085 -15.62% Q4 2025 Jan 23, 2026
Institute for Wealth Management, LLC. History Added to 16,051 1,040 0.11% 0.1% 217 +552 3.56% Q4 2025 Jan 27, 2026
Y-Intercept (Hong Kong) Ltd History Added to 15,928 1,032 0.02% 0.01% 218 +10,728 206.31% Q4 2025 Feb 13, 2026
DV Trading LLC History New 15,877 1,028 0.03% 219 +15,877 New Q4 2025 Feb 17, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 15,837 1,026 0.11% 0.12% 220 -1,418 -8.22% Q4 2025 Jan 29, 2026
CENTAURUS FINANCIAL, INC. History Added to 15,669 1,016 0.05% 0.04% 221 +778 5.22% Q4 2025 Feb 13, 2026
Joseph P. Lucia & Associates, LLC History Reduced 15,609 1,011 0.36% 0.44% 222 -2,754 -15.0% Q4 2025 Jan 28, 2026
Cladis Investment Advisory, LLC History Added to 15,550 1,007 0.55% 0.36% 223 +5,540 55.34% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 15,400 998 0.02% 0.0% 224 +15,270 11746.15% Q4 2025 Feb 05, 2026
Mutual Advisors, LLC History Reduced 15,396 997 0.02% 0.02% 225 -854 -5.26% Q4 2025 Feb 02, 2026
Prudent Man Advisors, LLC History No change 15,198 984 0.36% 0.35% 226 0 0.0% Q4 2025 Feb 11, 2026
Harbour Trust & Investment Management Co History Reduced 15,140 981 0.1% 0.1% 227 -726 -4.58% Q4 2025 Jan 28, 2026
US BANCORP \DE\ History Added to 14,496 939 0.0% 0.0% 228 +4,130 39.84% Q4 2025 Jan 30, 2026
SOL Capital Management CO History Reduced 14,290 926 0.08% 0.11% 229 -4,500 -23.95% Q4 2025 Jan 30, 2026
LJI Wealth Management, LLC History No change 14,148 916 0.14% 0.16% 230 0 0.0% Q4 2025 Feb 03, 2026
Cane Capital Partners, LLC History New 14,129 915 0.36% 231 +14,129 New Q4 2025 Jan 21, 2026
CITY HOLDING CO History Reduced 13,935 903 0.11% 0.11% 232 -120 -0.85% Q4 2025 Jan 22, 2026
Game Plan Financial Advisors, LLC History Reduced 13,660 885 0.36% 1.35% 233 -37,889 -73.5% Q4 2025 Jan 14, 2026
Integrated Wealth Concepts LLC History Reduced 13,488 874 0.01% 0.11% 234 -177,223 -92.93% Q4 2025 Feb 13, 2026
Appalachian Capital Management Ltd History New 13,435 870 0.7% 235 +13,435 New Q4 2025 Feb 17, 2026
Fort Point Capital Partners LLC History No change 12,713 867 0.1% 0.09% 236 0 0.0% Q4 2025 Feb 13, 2026
B. Riley Wealth Advisors, Inc. History Added to 12,951 839 0.04% 0.01% 237 +7,989 161.0% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 12,927 839 0.0% 0.0% 238 +4,334 50.44% Q4 2025 Mar 09, 2026
Byrne Asset Management LLC History Added to 12,871 834 0.46% 0.33% 239 +4,377 51.53% Q4 2025 Jan 12, 2026
Focus Partners Wealth History Added to 12,790 828 0.0% 0.0% 240 +7,562 144.64% Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 12,376 802 0.04% 0.02% 241 +8,897 255.73% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 12,249 793 0.01% 0.0% 242 +8,922 268.17% Q4 2025 Feb 06, 2026
Intesa Sanpaolo S.p.A. History New 12,000 785 0.05% 243 +12,000 New Q4 2025 Feb 17, 2026
Lumbard & Kellner, LLC History Added to 11,897 771 0.27% 0.28% 244 +57 0.48% Q4 2025 Feb 03, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 11,810 765 0.03% 0.03% 245 -100 -0.84% Q4 2025 Feb 09, 2026
Vanguard Capital Wealth Advisors History New 11,578 750 0.6% 246 +11,578 New Q4 2025 Jan 16, 2026
PARK AVENUE SECURITIES LLC History Added to 11,427 741 0.01% 0.0% 247 +5,511 93.15% Q4 2025 Jan 05, 2026
Headlands Technologies LLC History New 11,380 737 0.06% 248 +11,380 New Q4 2025 Feb 13, 2026
Providence First Trust Co History New 11,350 735 0.25% 249 +11,350 New Q4 2025 Feb 03, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 11,186 732 0.05% 0.06% 250 -1,267 -10.17% Q4 2025 Jan 15, 2026
WHITE PINE CAPITAL LLC History Reduced 11,260 729 0.2% 0.21% 251 -100 -0.88% Q4 2025 Feb 09, 2026
Bayesian Capital Management, LP History New 11,200 725 1.66% 252 +11,200 New Q4 2025 Feb 17, 2026
&PARTNERS History Added to 11,179 724 0.0% 0.0% 253 +3,906 53.71% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 11,051 716 0.03% 0.04% 254 +600 5.74% Q4 2025 Jan 28, 2026
Black Maple Capital Management LP History Added to 10,500 680 0.48% 0.26% 255 +2,000 23.53% Q4 2025 Feb 17, 2026
Horizon Family Wealth, Inc. History Reduced 10,384 673 0.36% 0.41% 256 -945 -8.34% Q4 2025 Feb 09, 2026
Berger Financial Group, Inc History Reduced 10,282 666 0.04% 0.06% 257 -6,374 -38.27% Q4 2025 Jan 27, 2026
INTEGRITY ALLIANCE, LLC. History Added to 10,077 653 0.02% 0.03% 258 +720 7.69% Q4 2025 Feb 09, 2026
Pitcairn Wealth Advisors LLC History New 10,000 648 0.06% 260 +10,000 New Q4 2025 Feb 13, 2026
Glaxis Capital Management, LLC History No change 10,000 648 1.11% 1.05% 259 0 0.0% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 9,796 634 0.0% 0.0% 261 +6,014 159.02% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 9,622 623 0.0% 0.0% 262 -400 -3.99% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 9,603 622 0.01% 0.01% 263 +4,829 101.15% Q4 2025 Jan 29, 2026
EP Wealth Advisors, LLC History New 9,415 610 0.0% 264 +9,415 New Q4 2025 Feb 18, 2026
PRINCIPAL SECURITIES, INC. History Added to 9,158 593 0.01% 0.01% 265 +2,536 38.3% Q4 2025 Feb 12, 2026
CX Institutional History Added to 9,115 591 0.02% 0.02% 266 +1 0.01% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Added to 9,090 589 0.0% 0.0% 267 +1,518 20.05% Q4 2025 Jan 27, 2026
IHT Wealth Management, LLC History Added to 9,065 587 0.01% 0.01% 268 +1,560 20.79% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 9,020 584 0.0% 0.01% 269 -57,797 -86.5% Q4 2025 Feb 17, 2026
DRW Securities, LLC History New 9,000 583 0.02% 270 +9,000 New Q4 2025 Feb 12, 2026
GM Advisory Group, LLC History Reduced 8,769 568 0.02% 0.03% 271 -1,717 -16.37% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 8,758 567 0.01% 0.01% 272 +981 12.61% Q4 2025 Feb 09, 2026
Waverly Advisors, LLC History Reduced 8,719 565 0.0% 0.01% 273 -646 -6.9% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Added to 8,581 556 0.02% 0.02% 274 +189 2.25% Q4 2025 Feb 10, 2026
Avondale Wealth Management History Reduced 8,550 554 0.28% 0.32% 275 -1,000 -10.47% Q4 2025 Feb 17, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 8,431 546 0.25% 0.27% 276 0 0.0% Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Reduced 8,179 530 0.01% 0.01% 277 -760 -8.5% Q4 2025 Jan 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 8,064 522 0.0% 0.0% 278 +2,906 56.34% Q4 2025 Feb 17, 2026
Viewpoint Capital Management LLC History No change 8,010 519 0.22% 0.22% 279 0 0.0% Q4 2025 Feb 11, 2026
Global Endowment Management, LP History New 8,000 518 0.06% 280 +8,000 New Q4 2025 Feb 13, 2026
Millennium Capital Advisors, LLC History Reduced 7,877 510 0.3% 0.32% 281 -392 -4.74% Q4 2025 Feb 05, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 7,565 490 0.06% 1.93% 282 -139,949 -94.87% Q4 2025 Feb 17, 2026
Vigilare Wealth Management History Reduced 7,523 487 0.16% 0.41% 283 -11,037 -59.47% Q4 2025 Jan 07, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 7,483 484 0.18% 285 +7,483 New Q4 2025 Mar 26, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 7,400 484 0.0% 0.01% 284 0 0.0% Q4 2025 Jan 28, 2026
Detalus Advisors, LLC History No change 7,400 479 0.12% 0.12% 286 0 0.0% Q4 2025 Feb 03, 2026
HOLDERNESS INVESTMENTS CO History Added to 7,364 477 0.1% 0.09% 287 +577 8.5% Q4 2025 Feb 10, 2026
Sage Capital Management, LLC History Added to 7,372 477 0.22% 0.21% 288 +37 0.5% Q4 2025 Jan 15, 2026
FIRST MANHATTAN CO. LLC. History Reduced 7,350 476 0.0% 0.0% 289 -1,550 -17.42% Q4 2025 Feb 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 7,254 470 0.1% 0.12% 291 -823 -10.19% Q4 2025 Jan 09, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Added to 7,072 470 0.25% 0.23% 290 +296 4.37% Q4 2025 Jan 06, 2026
Global Retirement Partners, LLC History Added to 7,183 465 0.01% 0.01% 292 +7 0.1% Q4 2025 Feb 06, 2026
FMR LLC History Added to 7,120 461 0.0% 0.0% 293 +1,643 30.0% Q4 2025 Feb 17, 2026
HEADINVEST, LLC History Reduced 7,020 454 0.09% 0.1% 294 -675 -8.77% Q4 2025 Feb 02, 2026
Samalin Investment Counsel, LLC History Added to 6,933 449 0.16% 0.14% 295 +535 8.36% Q4 2025 Jan 30, 2026
Keating Financial Advisory Services, Inc. History New 6,870 445 0.06% 296 +6,870 New Q4 2025 Feb 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 6,751 437 0.01% 0.01% 297 -337 -4.75% Q4 2025 Feb 03, 2026
LEE DANNER & BASS INC History New 6,700 434 0.03% 298 +6,700 New Q4 2025 Jan 29, 2026
Trexquant Investment LP History Added to 6,672 432 0.0% 0.0% 299 +2,455 58.22% Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History No change 6,659 431 0.04% 0.04% 300 0 0.0% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Reduced 6,638 430 0.01% 0.05% 301 -56,462 -89.48% Q4 2025 Feb 02, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 6,587 426 0.01% 304 +6,587 New Q4 2025 Feb 19, 2026
Edgestream Partners, L.P. History New 6,574 426 0.01% 303 +6,574 New Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 6,579 426 0.05% 0.04% 302 +188 2.94% Q4 2025 Jan 20, 2026
MAI Capital Management History Added to 6,477 419 0.0% 0.0% 305 +211 3.37% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Reduced 6,402 414 0.0% 0.0% 307 -1,497 -18.95% Q4 2025 Feb 18, 2026
M&T BANK CORP History No change 6,391 414 0.0% 0.0% 306 0 0.0% Q4 2025 Jan 30, 2026
Cordoba Advisory Partners LLC History New 6,358 413 0.1% 308 +6,358 New Q4 2025 Feb 13, 2026
Riggs Asset Managment Co. Inc. History New 6,226 403 0.08% 309 +6,226 New Q4 2025 Jan 29, 2026
GUERRA PAN ADVISORS, LLC History No change 6,219 403 0.24% 0.24% 310 0 0.0% Q4 2025 Jan 13, 2026
Equitable Holdings, Inc. History Reduced 6,150 398 0.0% 0.0% 311 -678 -9.93% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 6,116 396 0.01% 0.01% 312 +392 6.85% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 6,056 392 0.01% 0.0% 313 +1,323 27.95% Q4 2025 Feb 09, 2026
Midwest Trust Co History No change 6,058 392 0.0% 0.0% 314 0 0.0% Q4 2025 Feb 04, 2026
FIFTH THIRD SECURITIES, INC. History No change 5,995 388 0.03% 0.03% 315 0 0.0% Q4 2025 Jan 23, 2026
Retirement Planning Co of New England, Inc. History Added to 5,941 385 0.15% 0.15% 316 +13 0.22% Q4 2025 Jan 28, 2026
Engineers Gate Manager LP History Reduced 5,897 382 0.0% 0.02% 317 -17,175 -74.44% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 5,885 381 0.0% 0.0% 318 -83 -1.39% Q4 2025 Feb 13, 2026
Verity Asset Management, Inc. History New 5,817 377 0.16% 319 +5,817 New Q4 2025 Jan 30, 2026
COMERICA BANK History Reduced 5,809 376 0.0% 0.0% 320 -2,206 -27.52% Q4 2025 Jan 29, 2026
J.W. COLE ADVISORS, INC. History Reduced 8,343 371 0.01% 0.01% 321 -887 -9.61% Q4 2025 Feb 11, 2026
PRIMORIS WEALTH ADVISORS, LLC History Reduced 5,650 366 0.22% 1.79% 322 -38,850 -87.3% Q4 2025 Feb 03, 2026
Meridian Wealth Management, LLC History Reduced 5,640 365 0.01% 0.01% 324 -68 -1.19% Q4 2025 Feb 04, 2026
DUNCKER STREETT & CO INC History No change 5,635 365 0.06% 0.06% 323 0 0.0% Q4 2025 Jan 27, 2026
NORTHLAND SECURITIES, INC. History New 5,563 360 0.35% 325 +5,563 New Q4 2025 Jan 23, 2026
Private Capital Management, LLC History No change 5,500 356 0.03% 0.03% 326 0 0.0% Q4 2025 Feb 17, 2026
Hickory Point Bank & Trust History No change 5,465 354 0.26% 0.26% 327 0 0.0% Q4 2025 Jan 12, 2026
Cape Investment Advisory, Inc. History New 5,446 352 0.11% 328 +5,446 New Q4 2025 Feb 17, 2026
Wealth Forward, LLC History Reduced 5,433 352 0.2% 0.26% 329 -1,684 -23.66% Q4 2025 Jan 30, 2026
Perennial Investment Advisors, LLC History Reduced 5,429 351 0.03% 0.03% 331 -805 -12.91% Q4 2025 Feb 17, 2026
First Bancorp, Inc /ME/ History Reduced 5,420 351 0.19% 0.2% 330 -509 -8.58% Q4 2025 Jan 26, 2026
Formidable Asset Management, LLC History No change 5,500 348 0.05% 0.05% 332 0 0.0% Q4 2025 Jan 16, 2026
NBC SECURITIES, INC. History Reduced 5,330 345 0.03% 0.03% 333 -80 -1.48% Q4 2025 Jan 29, 2026
Wealthfront Advisers LLC History Reduced 5,271 341 0.0% 0.0% 334 -2,297 -30.35% Q4 2025 Jan 30, 2026
ABLE Financial Group, LLC History New 5,184 335 0.07% 335 +5,184 New Q4 2025 Jan 23, 2026
CreativeOne Wealth, LLC History Added to 5,147 333 0.01% 0.01% 336 +390 8.2% Q4 2025 Feb 13, 2026
Tranquilli Financial Advisor LLC History Reduced 5,116 331 0.19% 0.19% 337 -33 -0.64% Q4 2025 Jan 27, 2026
Evansbrook LLC History New 5,090 329 0.22% 338 +5,090 New Q4 2025 Feb 19, 2026
Orion Porfolio Solutions, LLC History Added to 5,014 324 0.0% 0.0% 339 +712 16.55% Q4 2025 Feb 12, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 5,000 324 0.02% 0.02% 340 0 0.0% Q4 2025 Feb 12, 2026
Financial Symmetry Inc History New 4,975 322 0.13% 342 +4,975 New Q4 2025 Jan 28, 2026
Keystone Financial Group History Added to 4,969 322 0.02% 0.02% 341 +828 20.0% Q4 2025 Feb 06, 2026
Composition Wealth, LLC History Added to 4,910 318 0.0% 0.0% 343 +106 2.21% Q4 2025 Feb 02, 2026
Accel Wealth Management History Reduced 4,890 316 0.09% 0.1% 344 -497 -9.23% Q4 2025 Jan 20, 2026
Apollon Wealth Management, LLC History Added to 4,842 313 0.01% 0.01% 345 +178 3.82% Q4 2025 Jan 22, 2026
Cascade Financial Partners, LLC History No change 4,813 311 0.03% 0.03% 346 0 0.0% Q4 2025 Feb 06, 2026
Pinnacle Family Advisors, LLC History New 4,795 310 0.14% 347 +4,795 New Q4 2025 Feb 17, 2026
CI INVESTMENTS INC. History Reduced 4,772 309 0.0% 0.01% 348 -22,800 -82.69% Q4 2025 Feb 12, 2026
Carl P. Sherr & Co., LLC History No change 4,501 309 0.14% 0.13% 349 0 0.0% Q4 2025 Feb 09, 2026
Murphy & Mullick Capital Management Corp History Added to 4,748 307 0.22% 0.22% 350 +16 0.34% Q4 2025 Feb 10, 2026
HBW ADVISORY SERVICES LLC History Reduced 4,695 304 0.03% 0.06% 352 -3,669 -43.87% Q4 2025 Jan 23, 2026
Simmons Bank History No change 4,694 304 0.02% 0.02% 351 0 0.0% Q4 2025 Feb 05, 2026
Aaron Wealth Advisors LLC History No change 4,688 303 0.02% 0.02% 353 0 0.0% Q4 2025 Jan 21, 2026
Valeo Financial Advisors, LLC History Added to 4,576 296 0.01% 0.01% 354 +1,049 29.74% Q4 2025 Feb 04, 2026
TMB Capital Partners, LLC History New 4,556 295 0.1% 355 +4,556 New Q4 2025 Feb 19, 2026
WHITTIER TRUST CO History No change 4,374 294 0.0% 0.0% 356 0 0.0% Q4 2025 Jan 26, 2026
Beacon Pointe Advisors, LLC History Added to 4,476 290 0.0% 0.0% 357 +35 0.79% Q4 2025 Feb 18, 2026
CenterStar Asset Management, LLC History New 4,440 287 0.08% 358 +4,440 New Q4 2025 Jan 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 4,421 286 0.0% 359 +4,421 New Q4 2025 Feb 18, 2026
Cyndeo Wealth Partners, LLC History Reduced 4,428 286 0.02% 0.02% 360 -757 -14.6% Q4 2025 Jan 07, 2026
NewEdge Wealth, LLC History Added to 4,367 283 0.0% 0.0% 361 +8 0.18% Q4 2025 Feb 03, 2026
GRIFFIN ASSET MANAGEMENT, INC. History New 4,319 279 0.03% 362 +4,319 New Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 4,314 279 0.0% 0.0% 363 +2,873 199.38% Q4 2025 Jan 23, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 4,300 278 0.04% 0.04% 364 0 0.0% Q4 2025 Feb 05, 2026
Atom Investors LP History New 4,279 277 0.02% 365 +4,279 New Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 4,228 274 0.0% 0.0% 366 +22 0.52% Q4 2025 Jan 30, 2026
Sigma Planning Corp History Added to 4,208 272 0.01% 0.01% 367 +63 1.52% Q4 2025 Jan 30, 2026
PFG Advisors History New 4,171 270 0.01% 368 +4,171 New Q4 2025 Jan 27, 2026
LEIGH BALDWIN & CO., LLC History Added to 4,140 268 0.18% 0.15% 369 +13 0.31% Q4 2025 Feb 12, 2026
Willis Johnson & Associates, Inc. History Added to 4,131 267 0.02% 0.02% 370 +25 0.61% Q4 2025 Jan 22, 2026
Parallel Advisors, LLC History Added to 4,117 266 0.0% 0.0% 373 +60 1.48% Q4 2025 Feb 11, 2026
SMITH, MOORE & CO. History Added to 4,106 266 0.02% 0.02% 371 +8 0.2% Q4 2025 Jan 23, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 4,106 266 0.03% 0.03% 372 0 0.0% Q4 2025 Jan 20, 2026
NorthRock Partners, LLC History No change 4,100 265 0.0% 0.0% 374 0 0.0% Q4 2025 Feb 17, 2026
XML Financial, LLC History Reduced 4,033 261 0.02% 0.03% 375 -2,165 -34.93% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History No change 4,000 259 0.0% 0.0% 376 0 0.0% Q4 2025 Feb 12, 2026
Arete Wealth Advisors, LLC History Reduced 3,880 251 0.02% 0.02% 378 -34 -0.87% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 3,873 251 0.0% 0.0% 377 +16 0.41% Q4 2025 Feb 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 3,862 250 0.02% 379 +3,862 New Q4 2025 Feb 12, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 3,832 248 0.01% 0.01% 380 -103 -2.62% Q4 2025 Feb 13, 2026
Magnus Financial Group LLC History Added to 3,825 247 0.02% 0.02% 381 +2 0.05% Q4 2025 Jan 07, 2026
MGO ONE SEVEN LLC History Added to 3,771 244 0.0% 0.01% 382 +156 4.32% Q4 2025 Feb 03, 2026
NATIXIS History New 3,754 243 0.0% 383 +3,754 New Q4 2025 Feb 13, 2026
Koshinski Asset Management, Inc. History Reduced 3,734 241 0.02% 0.02% 385 -358 -8.75% Q4 2025 Feb 03, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 3,730 241 0.0% 0.0% 384 0 0.0% Q4 2025 Jan 13, 2026
Warner Group LLC History No change 3,725 241 0.15% 0.16% 386 0 0.0% Q4 2025 Feb 06, 2026
SeaCrest Wealth Management, LLC History Reduced 3,603 240 0.02% 0.05% 387 -4,601 -56.08% Q4 2025 Jan 12, 2026
Blue Sky Capital Consultants Group, Inc. History No change 3,672 237 0.1% 0.1% 388 0 0.0% Q4 2025 Jan 23, 2026
Bluesphere Advisors LLC History No change 3,640 235 0.1% 0.11% 389 0 0.0% Q4 2025 Jan 21, 2026
E&G Advisors, LP History No change 3,580 232 0.05% 0.05% 390 0 0.0% Q4 2025 Jan 23, 2026
Next Level Private LLC History Added to 3,564 230 0.06% 0.07% 392 +2 0.06% Q4 2025 Jan 07, 2026
Maxele Advisors, LLC History Added to 3,551 230 0.19% 0.19% 393 +1 0.03% Q4 2025 Feb 05, 2026
Symmetry Partners, LLC History No change 3,550 230 0.01% 0.02% 391 0 0.0% Q4 2025 Jan 27, 2026
CWM, LLC History Reduced 3,480 226 0.0% 0.0% 394 -1,156 -24.94% Q4 2025 Jan 26, 2026
COURIER CAPITAL LLC History No change 3,480 225 0.01% 0.01% 395 0 0.0% Q4 2025 Jan 29, 2026
Vectors Research Management, LLC History No change 3,480 225 0.07% 0.07% 396 0 0.0% Q4 2025 Feb 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 3,422 221 0.02% 0.04% 397 -4,613 -57.41% Q4 2025 Feb 03, 2026
Chicago Partners Investment Group LLC History New 3,228 218 0.01% 398 +3,228 New Q4 2025 Jan 28, 2026
Gradient Capital Advisors, LLC History No change 3,322 215 0.06% 0.06% 399 0 0.0% Q4 2025 Feb 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 3,317 214 0.08% 0.1% 400 -1,016 -23.45% Q4 2025 Jan 09, 2026
Evolution Wealth Advisors, LLC History No change 3,300 213 0.02% 0.03% 401 0 0.0% Q4 2025 Jan 12, 2026
Western Wealth Management, LLC History New 3,242 210 0.01% 402 +3,242 New Q4 2025 Feb 05, 2026
ARMISTICE CAPITAL, LLC History New 3,238 209 0.0% 403 +3,238 New Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Added to 3,240 209 0.02% 0.02% 404 +20 0.62% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History No change 3,220 208 0.01% 0.01% 405 0 0.0% Q4 2025 Feb 13, 2026
Benchmark Financial Wealth Advisors, LLC History New 3,166 205 0.06% 406 +3,166 New Q4 2025 Jan 27, 2026
Sovereign Financial Group, Inc. History New 3,144 203 0.03% 407 +3,144 New Q4 2025 Jan 07, 2026
HARBOUR INVESTMENTS, INC. History Reduced 3,026 196 0.0% 0.0% 408 -219 -6.75% Q4 2025 Feb 09, 2026
MGB Wealth Management, LLC History Added to 2,852 184 0.05% 0.05% 409 +4 0.14% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 2,728 176 0.0% 0.0% 410 +406 17.48% Q4 2025 Jan 26, 2026
Register Financial Advisors LLC History Reduced 2,698 174 0.07% 0.07% 411 -134 -4.73% Q4 2025 Jan 21, 2026
Independence Bank of Kentucky History No change 2,670 173 0.02% 0.02% 412 0 0.0% Q4 2025 Jan 20, 2026
Mirae Asset Global Investments Co., Ltd. History New 2,651 171 0.0% 413 +2,651 New Q4 2025 Jan 26, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 2,451 158 0.02% 0.03% 414 -1,093 -30.84% Q4 2025 Jan 23, 2026
Capital Investment Advisory Services, LLC History Reduced 2,402 155 0.01% 0.02% 415 -608 -20.2% Q4 2025 Jan 21, 2026
HM PAYSON & CO History No change 2,300 149 0.0% 0.0% 416 0 0.0% Q4 2025 Feb 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 2,241 145 0.03% 0.03% 417 -278 -11.04% Q4 2025 Feb 09, 2026
Crews Bank & Trust History Reduced 2,210 143 0.02% 0.02% 418 -60 -2.64% Q4 2025 Jan 21, 2026
Horrell Capital Management, Inc. History Added to 2,123 137 0.06% 0.06% 419 +6 0.28% Q4 2025 Feb 03, 2026
North Star Investment Management Corp. History Reduced 2,100 136 0.01% 0.01% 420 -1,026 -32.82% Q4 2025 Jan 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,894 122 0.0% 0.0% 421 0 0.0% Q4 2025 Feb 03, 2026
Western Pacific Wealth Management, LP History No change 1,849 119 0.12% 0.11% 422 0 0.0% Q4 2025 Feb 04, 2026
Key FInancial Inc History Reduced 1,815 117 0.02% 0.02% 423 -100 -5.22% Q4 2025 Feb 09, 2026
Missouri Trust & Investment Co History No change 1,800 116 0.03% 0.03% 424 0 0.0% Q4 2025 Feb 13, 2026
City State Bank History No change 1,800 116 0.03% 0.03% 425 0 0.0% Q4 2025 Jan 28, 2026
Nemes Rush Group LLC History No change 1,775 115 0.01% 0.01% 426 0 0.0% Q4 2025 Feb 11, 2026
SOA Wealth Advisors, LLC. History Added to 1,765 114 0.02% 0.02% 427 +1 0.06% Q4 2025 Jan 20, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,749 113 0.04% 0.01% 428 +1,675 2263.51% Q4 2025 Jan 20, 2026
SageView Advisory Group, LLC History New 1,720 111 0.0% 429 +1,720 New Q4 2025 Feb 17, 2026
Allworth Financial LP History New 1,712 110 0.0% 430 +1,712 New Q4 2025 Feb 05, 2026
Spire Wealth Management History Added to 1,608 104 0.0% 0.0% 432 +203 14.45% Q4 2025 Jan 14, 2026
CENTRAL TRUST Co History No change 1,610 104 0.0% 0.0% 431 0 0.0% Q4 2025 Feb 02, 2026
Clearstead Advisors, LLC History Added to 1,580 102 0.0% 0.0% 433 +7 0.45% Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 1,567 101 0.0% 434 +1,567 New Q4 2025 Jan 21, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,561 101 0.01% 0.01% 435 +240 18.17% Q4 2025 Jan 08, 2026
Advantage Trust Co History Reduced 1,500 97 0.04% 0.2% 436 -5,650 -79.02% Q4 2025 Jan 29, 2026
Ransom Advisory, Ltd History New 1,450 93 0.04% 439 +1,450 New Q4 2025 Jan 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,437 93 0.0% 437 +1,437 New Q4 2025 Feb 13, 2026
WEST PACES ADVISORS INC. History No change 1,440 93 0.02% 0.02% 438 0 0.0% Q4 2025 Jan 21, 2026
DT Investment Partners, LLC History No change 1,400 90 0.01% 0.01% 440 0 0.0% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History No change 1,349 87 0.0% 0.0% 441 0 0.0% Q4 2025 Feb 02, 2026
GLENMEDE TRUST CO NA History New 1,300 84 0.0% 442 +1,300 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 1,294 83 0.0% 0.0% 443 -3 -0.23% Q4 2025 Feb 11, 2026
KERR FINANCIAL PLANNING Corp History Reduced 998 71 0.1% 0.09% 444 -46 -4.41% Q4 2025 Feb 10, 2026
Elyxium Wealth, LLC History New 1,085 70 0.02% 445 +1,085 New Q4 2025 Feb 05, 2026
ASSETMARK, INC History Added to 1,059 68 0.0% 0.0% 446 +714 206.96% Q4 2025 Jan 23, 2026
GAMMA Investing LLC History No change 975 63 0.0% 0.0% 447 0 0.0% Q4 2025 Jan 05, 2026
Newbridge Financial Services Group, Inc. History No change 960 62 0.01% 0.01% 448 0 0.0% Q4 2025 Jan 21, 2026
Capital Analysts, LLC History Reduced 946 61 0.0% 0.01% 449 -5,554 -85.45% Q4 2025 Feb 11, 2026
PRIVATE TRUST CO NA History Reduced 895 58 0.01% 0.02% 451 -2,166 -70.76% Q4 2025 Jan 26, 2026
TRUST CO OF VERMONT History No change 900 58 0.0% 0.0% 450 0 0.0% Q4 2025 Jan 16, 2026
Provident Wealth Management, LLC History No change 900 58 0.02% 0.02% 452 0 0.0% Q4 2025 Jan 28, 2026
Rosenberg Matthew Hamilton History No change 820 53 0.01% 0.01% 453 0 0.0% Q4 2025 Jan 05, 2026
UMB Bank, n.a. History New 800 51 0.0% 454 +800 New Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History No change 779 50 0.0% 0.0% 455 0 0.0% Q4 2025 Jan 30, 2026
Fourth Dimension Wealth, LLC History No change 762 49 0.02% 0.02% 456 0 0.0% Q4 2025 Feb 04, 2026
Longview Financial Advisors LLC History No change 700 45 0.02% 0.03% 457 0 0.0% Q4 2025 Jan 14, 2026
Bollard Group LLC History Added to 634 41 0.0% 0.0% 459 +4 0.63% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 638 41 0.0% 0.0% 458 +3 0.47% Q4 2025 Feb 06, 2026
MCF Advisors LLC History Added to 623 40 0.0% 0.0% 460 +2 0.32% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 567 38 0.0% 0.0% 461 0 0.0% Q4 2025 Jan 26, 2026
SIGNATUREFD, LLC History No change 598 38 0.0% 0.0% 462 0 0.0% Q4 2025 Jan 20, 2026
Vermillion Wealth Management, Inc. History Added to 543 35 0.01% 0.01% 463 +4 0.74% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History No change 457 29 0.0% 0.0% 464 0 0.0% Q4 2025 Feb 12, 2026
Private Wealth Asset Management, LLC History No change 435 28 0.0% 0.0% 465 0 0.0% Q4 2025 Feb 10, 2026
Realta Investment Advisors History No change 425 27 0.01% 0.01% 466 0 0.0% Q4 2025 Jan 20, 2026
TCTC Holdings, LLC History No change 400 25 0.0% 0.0% 467 0 0.0% Q4 2025 Feb 12, 2026
Aventura Private Wealth, LLC History No change 397 25 0.01% 0.01% 468 0 0.0% Q4 2025 Jan 07, 2026
Arax Advisory Partners History New 380 24 0.0% 470 +380 New Q4 2025 Feb 13, 2026
ADIRONDACK TRUST CO History No change 375 24 0.01% 0.01% 469 0 0.0% Q4 2025 Jan 08, 2026
Activest Wealth Management History Added to 362 23 0.0% 0.0% 471 +2 0.56% Q4 2025 Jan 30, 2026
United Community Bank History No change 294 19 0.01% 0.01% 472 0 0.0% Q4 2025 Jan 30, 2026
ORG Partners LLC History New 280 18 0.0% 473 +280 New Q4 2025 Jan 14, 2026
Winch Advisory Services, LLC History Added to 255 16 0.0% 0.0% 476 +1 0.39% Q4 2025 Feb 03, 2026
ST GERMAIN D J CO INC History No change 250 16 0.0% 0.0% 474 0 0.0% Q4 2025 Jan 29, 2026
Parkside Financial Bank & Trust History No change 259 16 0.0% 0.0% 475 0 0.0% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 244 15 0.0% 0.0% 477 +1 0.41% Q4 2025 Jan 14, 2026
Sunbelt Securities, Inc. History Added to 240 15 0.0% 0.0% 478 +1 0.42% Q4 2025 Feb 20, 2026
Kohmann Bosshard Financial Services, LLC History New 210 13 0.0% 479 +210 New Q4 2025 Jan 30, 2026
HighMark Wealth Management LLC History Added to 210 13 0.01% 0.01% 480 +2 0.96% Q4 2025 Feb 05, 2026
Founders Financial Alliance, LLC History Reduced 200 12 0.0% 0.03% 482 -2,354 -92.17% Q4 2025 Feb 12, 2026
Your Advocates Ltd., LLP History New 200 12 0.0% 481 +200 New Q4 2025 Feb 02, 2026
HORIZON BANCORP INC /IN/ History No change 176 11 0.01% 0.01% 483 0 0.0% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Reduced 161 10 0.0% 0.0% 484 -35 -17.86% Q4 2025 Jan 16, 2026
CoreCap Advisors, LLC History Reduced 165 10 0.0% 0.0% 485 -4 -2.37% Q4 2025 Jan 13, 2026
McIlrath & Eck, LLC History No change 150 9 0.0% 0.0% 486 0 0.0% Q4 2025 Feb 03, 2026
Golden State Wealth Management, LLC History Added to 133 8 0.0% 0.0% 490 +74 125.42% Q4 2025 Feb 13, 2026
GPS Wealth Strategies Group, LLC History Reduced 139 8 0.01% 0.0% 489 -57 -29.08% Q4 2025 Feb 06, 2026
Cheviot Value Management, LLC History No change 125 8 0.0% 0.0% 487 0 0.0% Q4 2025 Feb 03, 2026
Asset Dedication, LLC History No change 130 8 0.0% 0.0% 488 0 0.0% Q4 2025 Jan 26, 2026
Signature Equity Partners, LLC History New 109 7 0.0% 495 +109 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History No change 110 7 0.0% 0.0% 491 0 0.0% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History No change 117 7 0.0% 0.0% 492 0 0.0% Q4 2025 Feb 17, 2026
Fairscale Capital, LLC History No change 110 7 0.0% 0.0% 493 0 0.0% Q4 2025 Feb 17, 2026
LOM Asset Management Ltd History No change 110 7 0.0% 0.0% 494 0 0.0% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Reduced 100 6 0.0% 0.0% 498 -259 -72.14% Q4 2025 Feb 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 100 6 0.0% 0.0% 496 0 0.0% Q4 2025 Jan 23, 2026
Financial Freedom, LLC History No change 107 6 0.0% 0.0% 497 0 0.0% Q4 2025 Feb 17, 2026
ROGCO, LP History No change 100 6 0.0% 0.0% 499 0 0.0% Q4 2025 Jan 30, 2026
Glen Eagle Advisors, LLC History Reduced 90 5 0.0% 0.0% 502 -215 -70.49% Q4 2025 Feb 13, 2026
New Republic Capital, LLC History New 82 5 0.0% 501 +82 New Q4 2025 Feb 10, 2026
Orion Capital Management LLC History No change 77 5 0.0% 0.0% 500 0 0.0% Q4 2025 Feb 03, 2026
CDKV HOLDINGS LLC History New 75 4 0.0% 504 +75 New Q4 2025 Feb 17, 2026
Quest 10 Wealth Builders, Inc. History No change 72 4 0.0% 0.0% 503 0 0.0% Q4 2025 Jan 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 60 3 0.0% 506 +60 New Q4 2025 Feb 10, 2026
FNY Investment Advisers, LLC History New 50 3 0.0% 505 +50 New Q4 2025 Jan 16, 2026
Ankerstar Wealth, LLC History New 38 2 0.0% 509 +38 New Q4 2025 Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 34 2 0.0% 0.0% 507 0 0.0% Q4 2025 Feb 09, 2026
N.E.W. Advisory Services LLC History No change 35 2 0.0% 0.0% 508 0 0.0% Q4 2025 Jan 28, 2026
Atlantic Edge Private Wealth Management, LLC History New 25 1 0.0% 513 +25 New Q4 2025 Jan 27, 2026
Elevated Capital Advisors, LLC History New 19 1 0.0% 511 +19 New Q4 2025 Jan 27, 2026
Sound Income Strategies, LLC History Added to 20 1 0.0% 510 +15 300.0% Q4 2025 Jan 21, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 16 1 0.0% 0.0% 514 -1 -5.88% Q4 2025 Feb 10, 2026
SJS Investment Consulting Inc. History No change 19 1 0.0% 0.0% 512 0 0.0% Q4 2025 Jan 21, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 19 1 0.0% 0.0% 515 0 0.0% Q4 2025 Feb 17, 2026
Boreal Capital Management LLC History No change 19 1 0.0% 0.0% 516 0 0.0% Q4 2025 Feb 17, 2026
Rokos Capital Management LLP History Closed out 0 0 0.84% -3,100,000 -100.0% Q3 2025 Nov 14, 2025
Compass Rose Asset Management, LP History Closed out 0 0 32.78% -3,098,000 -100.0% Q3 2025 Nov 14, 2025
NAN FUNG TRINITY (HK) Ltd History Closed out 0 0 3.36% -531,800 -100.0% Q3 2025 Nov 04, 2025
MIRAE ASSET SECURITIES (USA) INC. History Closed out 0 0 0.77% -401,277 -100.0% Q3 2025 Oct 24, 2025
Alyeska Investment Group, L.P. History Closed out 0 0 0.07% -375,196 -100.0% Q3 2025 Nov 17, 2025
Owl Creek Asset Management, L.P. History Closed out 0 0 0.64% -316,500 -100.0% Q3 2025 Nov 14, 2025
KING STREET CAPITAL MANAGEMENT, L.P. History Closed out 0 0 0.74% -275,000 -100.0% Q3 2025 Nov 14, 2025
BlueCrest Capital Management Ltd History Closed out 0 0 26.05% -230,000 -100.0% Q3 2025 Feb 17, 2026
Interval Partners, LP History Closed out 0 0 0.12% -116,400 -100.0% Q3 2025 Nov 14, 2025
Arvest Bank Trust Division History Closed out 0 0 0.36% -102,346 -100.0% Q3 2025 Nov 07, 2025
GENDELL JEFFREY L History Closed out 0 0 0.12% -100,000 -100.0% Q3 2025 Nov 14, 2025
Anson Funds Management LP History Closed out 0 0 0.57% -100,000 -100.0% Q3 2025 Nov 14, 2025
Edenbrook Capital, LLC History Closed out 0 0 1.08% -100,000 -100.0% Q3 2025 Nov 13, 2025
Members Advisory Group LLC History Closed out 0 0 2.11% -94,269 -100.0% Q3 2025 Oct 22, 2025
North Reef Capital Management LP History Closed out 0 0 0.22% -75,000 -100.0% Q3 2025 Nov 14, 2025
Consolidated Investment Group LLC History Closed out 0 0 0.41% -52,910 -100.0% Q3 2025 Oct 29, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.45% -48,709 -100.0% Q3 2025 Nov 14, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.03% -45,000 -100.0% Q3 2025 Feb 17, 2026
ARVEST INVESTMENTS, INC. History Closed out 0 0 0.35% -39,049 -100.0% Q3 2025 Oct 14, 2025
JUNCTURE WEALTH STRATEGIES, LLC History Closed out 0 0 0.74% -34,938 -100.0% Q3 2025 Oct 14, 2025
STABLEFORD CAPITAL II LLC History Closed out 0 0 0.75% -32,610 -100.0% Q3 2025 Oct 14, 2025
Intellus Advisors LLC History Closed out 0 0 0.28% -32,115 -100.0% Q3 2025 Nov 12, 2025
Great Hill Capital LLC History Closed out 0 0 0.25% -25,000 -100.0% Q3 2025 Nov 12, 2025
Marathon Trading Investment Management LLC History Closed out 0 0 0.09% -20,812 -100.0% Q3 2025 Nov 13, 2025
BRIAN LOW FINANCIAL GROUP, LLC History Closed out 0 0 0.7% -14,304 -100.0% Q3 2025 Oct 16, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 0.05% -12,871 -100.0% Q3 2025 Oct 21, 2025
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 0.01% -12,317 -100.0% Q3 2025 Nov 03, 2025
Lighthouse Investment Partners, LLC History Closed out 0 0 0.02% -11,799 -100.0% Q3 2025 Nov 14, 2025
Carlson Capital, L.P. History Closed out 0 0 0.25% -10,900 -100.0% Q3 2025 Nov 05, 2025
SIMON QUICK ADVISORS, LLC History Closed out 0 0 0.03% -9,776 -100.0% Q3 2025 Oct 21, 2025
Baird Financial Group, Inc. History Closed out 0 0 0.0% -8,988 -100.0% Q3 2025 Nov 13, 2025
GFS Advisors, LLC History Closed out 0 0 0.07% -8,800 -100.0% Q3 2025 Nov 06, 2025
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 2,689,400 0 -8,700 -0.32% Q4 2025 Feb 17, 2026
Sender Co & Partners, Inc. History Closed out 0 0 0.06% -8,600 -100.0% Q3 2025 Nov 17, 2025
Spinnaker Investment Group, LLC History Closed out 0 0 0.1% -8,465 -100.0% Q3 2025 Oct 10, 2025
Bramshill Investments, LLC History Closed out 0 0 0.03% -8,000 -100.0% Q3 2025 Nov 14, 2025
Alamea Verwaltungs GmbH History Closed out 0 0 0.32% -7,500 -100.0% Q3 2025 Nov 13, 2025
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 0.01% -7,160 -100.0% Q3 2025 Oct 14, 2025
NORTHERN TRUST CORP History Closed out 0 0 0.0% -7,061 -100.0% Q3 2025 Nov 14, 2025
Stratos Wealth Partners, LTD. History Closed out 0 0 0.0% -6,633 -100.0% Q3 2025 Nov 06, 2025
PenderFund Capital Management Ltd. History Closed out 0 0 0.06% -6,000 -100.0% Q3 2025 Nov 14, 2025
MCDANIEL TERRY & CO History Closed out 0 0 0.03% -5,638 -100.0% Q3 2025 Oct 22, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -5,638 -100.0% Q3 2025 Nov 10, 2025
GTS SECURITIES LLC History Closed out 0 0 0.01% -5,582 -100.0% Q3 2025 Nov 14, 2025
SANDERS MORRIS HARRIS LLC History Closed out 0 0 0.05% -5,433 -100.0% Q3 2025 Oct 07, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -5,400 -100.0% Q3 2025 Nov 14, 2025
Capital CS Group, LLC History Closed out 0 0 0.53% -5,309 -100.0% Q3 2025 Nov 07, 2025
III Capital Management History Closed out 0 0 0.08% -5,000 -100.0% Q3 2025 Nov 14, 2025
Berkeley Capital Partners, LLC History Closed out 0 0 0.07% -4,958 -100.0% Q3 2025 Nov 10, 2025
Vontobel Holding Ltd. History Closed out 0 0 0.0% -4,858 -100.0% Q3 2025 Oct 15, 2025
Quantum Portfolio Management LLC History Closed out 0 0 0.08% -4,406 -100.0% Q3 2025 Oct 29, 2025
Madison Wealth Partners, Inc History Closed out 0 0 0.05% -4,256 -100.0% Q3 2025 Nov 12, 2025
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Closed out 0 0 0.01% -3,784 -100.0% Q3 2025 Oct 28, 2025
Moors & Cabot, Inc. History Closed out 0 0 0.01% -3,592 -100.0% Q3 2025 Nov 14, 2025
Global Wealth Management, LLC History Closed out 0 0 0.11% -3,408 -100.0% Q3 2025 Oct 17, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.0% -3,210 -100.0% Q3 2025 Oct 14, 2025
Mizuho Markets Cayman LP History Closed out 0 0 0.01% -1,835 -100.0% Q3 2025 Nov 19, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -1,012 -100.0% Q3 2025 Nov 06, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -949 -100.0% Q3 2025 Nov 14, 2025
Mountain Hill Investment Partners Corp. History Closed out 0 0 0.03% -615 -100.0% Q3 2025 Oct 27, 2025
Accent Capital Management, LLC History Closed out 0 0 0.02% -600 -100.0% Q3 2025 Nov 12, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 0.01% -560 -100.0% Q3 2025 Oct 29, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -552 -100.0% Q3 2025 Oct 07, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 0.02% -531 -100.0% Q3 2025 Oct 15, 2025
HARBOR INVESTMENT ADVISORY, LLC History Closed out 0 0 0.0% -500 -100.0% Q3 2025 Oct 27, 2025
SouthState Bank Corp History Closed out 0 0 0.0% -480 -100.0% Q3 2025 Nov 05, 2025
PAYDEN & RYGEL History Closed out 0 0 0.0% -406 -100.0% Q3 2025 Nov 10, 2025
Uniplan Investment Counsel, Inc. History Closed out 0 0 0.0% -290 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -127 -100.0% Q3 2025 Oct 21, 2025
Ancora Advisors LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 14, 2025
Global Trust Asset Management, LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 28, 2025
FINANCIAL CONSULATE, INC History Closed out 0 0 0.0% -72 -100.0% Q3 2025 Oct 21, 2025
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 0.0% -70 -100.0% Q3 2025 Oct 21, 2025
Pacifica Partners Inc. History Closed out 0 0 0.0% -70 -100.0% Q3 2025 Oct 09, 2025
Kiker Wealth Management, LLC History Closed out 0 0 0.0% -32 -100.0% Q3 2025 Oct 27, 2025
AdvisorNet Financial, Inc History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Oct 09, 2025
Signature Resources Capital Management, LLC History Closed out 0 0 0.0% -23 -100.0% Q3 2025 Oct 16, 2025
Johnson Financial Group, Inc. History No change 15 0 0 0.0% Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
CBIZ Investment Advisory Services, LLC History No change 10 0 0 0.0% Q4 2025 Feb 09, 2026
TSFG, LLC History No change 1 0 0 0.0% Q4 2025 Feb 04, 2026
DHJJ Financial Advisors, Ltd. History No change 6 0 0 0.0% Q4 2025 Jan 23, 2026
Central Pacific Bank - Trust Division History No change 9 0 0 0.0% Q4 2025 Jan 07, 2026