MANULIFE FINANCIAL CORP - MFC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ROYAL BANK OF CANADA History New 141,366,409 5,128,775 0.83% — 1 +141,366,409 New Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 78,317,970 2,843,882 0.04% 0.04% 2 +1,606,480 2.09% Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Added to 57,604,108 2,091,761 0.72% 0.69% 3 +92,347 0.16% Q4 2025 Feb 12, 2026
TD ASSET MANAGEMENT INC History Added to 38,181,297 1,388,258 1.12% 0.95% 4 +542,834 1.44% Q4 2025 Feb 10, 2026
MACKENZIE FINANCIAL CORP History Added to 28,550,943 1,041,431 1.23% 1.05% 5 +728,643 2.62% Q4 2025 Feb 18, 2026
1832 Asset Management L.P. History Added to 28,578,141 1,036,814 0.79% 0.62% 6 +3,209,334 12.65% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 27,177,989 987,104 1.59% 1.13% 7 +6,992,364 34.64% Q4 2025 Feb 10, 2026
TORONTO DOMINION BANK History Added to 24,341,691 883,918 1.3% 1.09% 8 +1,728,991 7.65% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 21,935,732 878,014 0.8% 0.94% 9 -6,286,421 -22.27% Q4 2025 Feb 17, 2026
NORGES BANK History New 21,403,764 777,228 0.08% — 10 +21,403,764 New Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 16,808,765 623,642 0.04% 0.03% 11 +1,020,490 6.46% Q4 2025 Feb 09, 2026
CIBC Asset Management Inc History Added to 16,885,459 616,478 1.49% 1.33% 12 +2,145,099 14.55% Q4 2025 Feb 10, 2026
BANK OF NOVA SCOTIA History Reduced 11,942,962 433,656 0.64% 0.73% 13 -1,358,137 -10.21% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 11,277,287 410,037 0.09% 0.08% 14 -264,034 -2.29% Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Reduced 11,154,123 404,688 1.63% 1.51% 15 -283,129 -2.48% Q4 2025 Feb 12, 2026
Beutel, Goodman & Co Ltd. History Added to 11,024,527 400,847 2.46% 1.93% 16 +764,013 7.45% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 11,021,043 400,203 0.27% 0.14% 17 +4,697,663 74.29% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 10,175,194 369,156 0.02% 0.02% 18 -71,466 -0.7% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 9,990,086 362,687 1.39% 1.2% 19 +219,524 2.25% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 9,401,342 341,080 0.04% 0.03% 20 +2,618,473 38.6% Q4 2025 Mar 25, 2026
JPMORGAN CHASE & CO History Reduced 8,468,508 307,237 0.02% 0.02% 21 -1,526,571 -15.27% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 8,359,193 303,282 0.06% 0.05% 22 +621,116 8.03% Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 7,558,957 274,483 0.72% 0.91% 23 -1,762,158 -18.91% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Reduced 7,206,789 261,462 0.05% 0.04% 24 -85,770 -1.18% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 6,886,799 249,880 1.55% 1.41% 25 +25,591 0.37% Q4 2025 Jan 27, 2026
Cardinal Capital Management, Inc. History Reduced 4,569,808 227,759 5.11% 4.32% 26 -222,501 -4.64% Q4 2025 Jan 22, 2026
Man Group plc History Added to 6,205,598 225,596 0.38% 0.11% 27 +4,101,390 194.91% Q4 2025 Feb 17, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Reduced 6,151,217 223,656 3.66% 3.33% 28 -63,250 -1.02% Q4 2025 Feb 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 5,690,129 206,437 0.07% 0.06% 29 -208,951 -3.54% Q4 2025 Jan 22, 2026
HARDING LOEVNER LP History Reduced 4,727,041 171,516 1.51% 1.16% 30 -350,175 -6.9% Q4 2025 Feb 17, 2026
Swiss National Bank History Reduced 4,491,400 163,424 0.1% 0.09% 31 -422,900 -8.61% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 4,328,526 157,038 0.01% 0.01% 32 -1,846,372 -29.9% Q4 2025 Feb 17, 2026
Amundi History Added to 4,191,967 154,904 0.04% 0.04% 33 +367,667 9.61% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History Reduced 3,759,327 150,787 0.65% 0.63% 34 -404,504 -9.71% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 4,124,519 149,777 0.25% 0.02% 35 +3,724,519 931.13% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Added to 4,045,488 147,312 0.07% 0.0% 36 +3,850,547 1975.24% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 4,052,764 147,034 0.05% 0.03% 37 +852,942 26.66% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 4,016,230 145,708 0.02% 0.02% 38 +363,963 9.97% Q4 2025 Jan 29, 2026
D. E. Shaw & Co., Inc. History Reduced 3,668,819 133,236 0.07% 0.1% 39 -1,871,092 -33.77% Q4 2025 Feb 17, 2026
SIG North Trading, ULC History Reduced 3,425,943 124,293 2.27% 2.11% 40 -30,355 -0.88% Q4 2025 Feb 17, 2026
AustralianSuper Pty Ltd History Reduced 3,010,417 109,316 0.51% 0.47% 41 -186,342 -5.83% Q4 2025 Feb 05, 2026
FIL Ltd History Reduced 2,858,765 103,807 0.08% 0.13% 42 -2,485,780 -46.51% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 2,778,448 100,890 0.05% 0.0% 43 +2,708,583 3876.88% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History No change 2,757,900 100,146 0.59% 0.61% 44 0 0.0% Q4 2025 Feb 19, 2026
MUFG SECURITIES (CANADA), LTD. History Reduced 2,565,602 93,182 2.59% 2.45% 45 -245,031 -8.72% Q4 2025 Feb 13, 2026
Bridgewater Associates, LP History Reduced 2,558,071 93,010 0.34% 0.37% 46 -432,580 -14.46% Q4 2025 Feb 13, 2026
OMERS ADMINISTRATION Corp History New 2,500,006 90,899 0.65% — 47 +2,500,006 New Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,874,565 85,421 0.04% 0.04% 48 -728,517 -27.99% Q4 2025 Feb 17, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 2,351,965 85,401 2.46% 1.43% 49 +839,820 55.54% Q4 2025 Feb 02, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 2,325,640 84,559 0.14% 0.04% 50 +1,549,640 199.7% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 2,147,715 77,919 0.11% 0.12% 51 -489,700 -18.57% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,966,790 71,566 0.06% — 52 +1,966,790 New Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 1,925,112 69,843 0.0% 0.0% 53 -302,031 -13.56% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 1,906,313 69,161 0.01% 0.01% 54 -58,061 -2.96% Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 1,896,152 68,950 0.53% 0.42% 55 +388,305 25.75% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Reduced 1,893,333 68,749 0.02% 0.02% 56 -83,473 -4.22% Q4 2025 Feb 11, 2026
Quadrature Capital Ltd History Reduced 1,863,300 67,748 0.69% 1.56% 57 -2,366,200 -55.95% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 1,819,979 66,154 0.12% 0.11% 58 -746,032 -29.07% Q4 2025 Feb 13, 2026
AVIVA PLC History Added to 1,795,227 65,239 0.11% 0.1% 59 +95,913 5.64% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 1,694,987 61,494 0.01% 0.01% 60 +766,720 82.6% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 1,688,059 61,242 0.01% 0.01% 61 -52,046 -2.99% Q4 2025 Feb 19, 2026
Bank of New York Mellon Corp History Reduced 1,681,507 61,005 0.01% 0.01% 62 -44,927 -2.6% Q4 2025 Feb 10, 2026
Korea Investment CORP History Reduced 1,641,168 59,672 0.12% 0.11% 63 -14,963 -0.9% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Reduced 1,534,757 55,680 0.04% 0.04% 64 -46,908 -2.97% Q4 2025 Feb 11, 2026
Value Partners Investments Inc. History Reduced 1,518,938 55,234 4.24% 3.86% 65 -1,101 -0.07% Q4 2025 Jan 08, 2026
GUARDIAN CAPITAL LP History Added to 1,516,983 55,232 1.64% 0.9% 66 +622,772 69.64% Q4 2025 Feb 18, 2026
Russell Investments Group, Ltd. History Added to 1,496,659 54,449 0.06% 0.04% 67 +335,813 28.93% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 2,057,848 53,113 0.09% 0.11% 68 0 0.0% Q4 2025 Jan 28, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 1,394,526 50,644 0.13% 0.2% 69 -872,175 -38.48% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 1,387,678 50,449 0.04% 0.03% 70 +24,721 1.81% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 1,364,301 49,605 0.01% 0.01% 71 -6,596 -0.48% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 1,353,117 49,198 0.11% 0.1% 72 -41,580 -2.98% Q4 2025 Jan 27, 2026
VAN ECK ASSOCIATES CORP History Added to 1,329,636 48,394 0.04% 0.03% 73 +399,945 43.02% Q4 2025 Feb 13, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History Reduced 1,302,110 47,283 3.24% 2.79% 74 -202,471 -13.46% Q4 2025 Feb 10, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 1,287,393 46,797 0.08% 0.06% 75 +142,754 12.47% Q4 2025 Feb 10, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 1,282,595 46,574 0.25% 0.69% 76 -2,594,540 -66.92% Q4 2025 Feb 13, 2026
TODD ASSET MANAGEMENT LLC History Reduced 1,241,208 45,031 0.88% 0.88% 77 -150,730 -10.83% Q4 2025 Feb 09, 2026
FIRST TRUST ADVISORS LP History Reduced 1,161,195 42,135 0.03% 0.03% 78 -188,969 -14.0% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,094,504 39,795 0.01% 0.0% 79 +684,178 166.74% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,092,188 39,659 0.02% 0.02% 80 +86,515 8.6% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 1,023,048 39,187 0.13% 0.12% 81 -92,280 -8.27% Q4 2025 Feb 18, 2026
Addenda Capital Inc. History Reduced 770,657 38,409 1.13% 1.03% 82 -33,916 -4.22% Q4 2025 Jan 22, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 695,123 34,645 2.94% 2.97% 83 -166,407 -19.32% Q4 2025 Jan 30, 2026
Achmea Investment Management B.V. History Reduced 916,359 33,318 0.85% 0.36% 84 -17,029 -1.82% Q4 2025 Feb 18, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 914,776 33,204 0.18% 0.16% 85 +30,966 3.5% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 884,730 32,168 0.01% 0.02% 86 -271,378 -23.47% Q4 2025 Feb 13, 2026
CANERECTOR INC History Reduced 630,000 31,399 15.37% 14.38% 87 -20,000 -3.08% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 857,716 31,117 0.02% 0.02% 88 +62,560 7.87% Q4 2025 Feb 17, 2026
Zurich Insurance Group Ltd/FI History Added to 805,289 29,333 0.2% 0.18% 89 +3,739 0.47% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA TRUST CO History Added to 798,952 28,985 2.52% 2.3% 90 +3,963 0.5% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 796,837 28,875 0.03% 0.04% 91 +33,688 4.41% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 753,560 27,339 0.2% 0.21% 92 -137,950 -15.47% Q4 2025 Jan 29, 2026
APG Asset Management N.V. History Reduced 871,660 26,985 0.08% 0.11% 93 -665,523 -43.29% Q4 2025 Feb 12, 2026
Candriam S.C.A. History Added to 716,046 26,035 0.13% 0.12% 94 +4,512 0.63% Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History Added to 712,830 25,930 0.72% 0.34% 95 +349,839 96.38% Q4 2025 Feb 10, 2026
Lombard Odier Asset Management (Europe) Ltd History Added to 687,972 25,037 1.24% 0.13% 96 +607,972 759.96% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 678,946 24,686 0.02% 0.02% 97 +6,622 0.98% Q4 2025 Jan 29, 2026
Mn Services Vermogensbeheer B.V. History Added to 669,056 24,326 0.15% 0.13% 98 +17,219 2.64% Q4 2025 Jan 15, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History New 302,746 23,931 0.34% — 99 +302,746 New Q4 2025 Feb 11, 2026
Capital World Investors History Reduced 655,000 23,784 0.0% 0.02% 100 -4,009,473 -85.96% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 644,447 23,380 0.01% 0.01% 101 +61,102 10.47% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 644,063 23,366 0.01% 0.01% 102 +16,897 2.69% Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History Reduced 635,412 23,027 0.04% 0.03% 103 -7,086 -1.1% Q4 2025 Jan 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 618,113 22,425 0.01% 0.01% 104 +91,264 17.32% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 606,748 22,012 0.01% 0.01% 105 -113,336 -15.74% Q4 2025 Feb 10, 2026
Sienna Gestion History Added to 604,039 21,990 1.31% 1.1% 106 +47,800 8.59% Q4 2025 Feb 13, 2026
Kepler Cheuvreux (Suisse) SA History Reduced 434,204 21,643 1.22% 1.25% 107 -102,672 -19.12% Q4 2025 Feb 04, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 594,940 21,631 0.05% — 108 +594,940 New Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 565,637 20,611 0.02% 0.02% 109 -71,999 -11.29% Q4 2025 Feb 11, 2026
DeepCurrents Investment Group LLC History Reduced 5,324 19,315 0.63% 0.44% 110 -13,037 -71.0% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 515,021 18,691 0.02% 0.02% 111 -115,357 -18.3% Q4 2025 Feb 17, 2026
Promethos Capital, LLC History Added to 512,915 18,608 5.07% 4.44% 112 +6,275 1.24% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History New 481,400 17,465 0.09% — 113 +481,400 New Q4 2025 Feb 09, 2026
Point72 Asset Management, L.P. History Added to 471,251 17,103 0.02% 0.01% 114 +328,051 229.09% Q4 2025 Feb 17, 2026
Cardinal Point Capital Management ULC History Added to 464,665 16,896 1.1% 0.99% 115 +11,329 2.5% Q4 2025 Feb 05, 2026
Heathbridge Capital Management Ltd. History Reduced 459,350 16,702 6.38% 5.59% 116 -8,200 -1.75% Q4 2025 Feb 05, 2026
Northwest & Ethical Investments L.P. History Added to 432,219 15,703 0.35% 0.31% 117 +16,506 3.97% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Reduced 416,958 15,127 0.25% 0.22% 118 -2,219 -0.53% Q4 2025 Feb 03, 2026
ASSETMARK, INC History Reduced 415,353 15,068 0.03% 0.04% 119 -205,120 -33.06% Q4 2025 Jan 23, 2026
GRACE & WHITE INC /NY History Reduced 412,003 14,947 2.67% 2.36% 120 -16,652 -3.88% Q4 2025 Jan 26, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 410,817 14,937 1.06% 0.87% 121 -75,326 -15.49% Q4 2025 Jan 21, 2026
FORSTA AP-FONDEN History Reduced 405,700 14,751 0.09% 0.14% 122 -359,800 -47.0% Q4 2025 Feb 10, 2026
Varma Mutual Pension Insurance Co History New 400,339 14,556 0.09% — 123 +400,339 New Q4 2025 Feb 02, 2026
FMR LLC History Added to 399,499 14,506 0.0% 0.0% 124 +3,474 0.88% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 388,324 14,088 0.02% 0.02% 125 -9,300 -2.34% Q4 2025 Feb 12, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 385,818 14,028 0.07% 0.06% 126 +3,507 0.92% Q4 2025 Feb 12, 2026
Ilmarinen Mutual Pension Insurance Co History No change 365,000 13,316 0.11% 0.09% 127 0 0.0% Q4 2025 Feb 10, 2026
ODDO BHF ASSET MANAGEMENT SAS History Added to 265,600 13,237 0.5% 0.34% 128 +59,300 28.74% Q4 2025 Feb 17, 2026
Creative Planning History Added to 347,450 12,605 0.01% 0.01% 129 +81,442 30.62% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 332,277 12,055 0.0% 0.0% 130 -53,225 -13.81% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 310,843 11,302 0.1% 0.12% 131 -127,080 -29.02% Q4 2025 Feb 10, 2026
Skandinaviska Enskilda Banken AB (publ) History Added to 304,239 11,037 0.04% 0.04% 132 +9,358 3.17% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 301,021 10,921 0.0% 0.0% 133 -402,104 -57.19% Q4 2025 Feb 17, 2026
Genus Capital Management Inc. History Added to 297,950 10,833 1.26% 0.86% 134 +58,950 24.67% Q4 2025 Feb 09, 2026
NOMURA HOLDINGS INC History No change 290,000 10,521 0.01% 0.01% 135 0 0.0% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 286,989 10,411 0.01% 0.01% 136 -5,991 -2.04% Q4 2025 Feb 12, 2026
USS Investment Management Ltd History No change 279,167 10,152 0.05% 0.04% 137 0 0.0% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 275,000 9,977 0.04% — 138 +275,000 New Q4 2025 Feb 17, 2026
NATIXIS History Added to 273,717 9,930 0.04% 0.03% 139 +33,083 13.75% Q4 2025 Feb 13, 2026
FOSTER & MOTLEY INC History Reduced 272,962 9,903 0.53% 0.52% 140 -35,679 -11.56% Q4 2025 Jan 15, 2026
Susquehanna Portfolio Strategies, LLC History No change 272,900 9,900 0.15% 0.13% 141 0 0.0% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 270,255 9,804 0.02% 0.06% 142 -644,900 -70.47% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 262,601 9,527 0.02% 0.02% 143 +41,594 18.82% Q4 2025 Feb 17, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 262,500 9,523 0.32% 0.12% 144 +161,500 159.9% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 256,659 9,340 0.03% 0.02% 145 +74,815 41.14% Q4 2025 Feb 13, 2026
Purpose Unlimited Inc. History New 230,917 8,386 0.38% — 146 +230,917 New Q4 2025 Mar 20, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 229,568 8,347 0.07% 0.06% 147 -19,849 -7.96% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 226,450 8,215 0.01% 0.01% 148 -4,187 -1.82% Q4 2025 Jan 30, 2026
BNP Paribas Asset Management Holding S.A. History New 163,678 8,167 0.01% — 149 +163,678 New Q4 2025 Feb 13, 2026
Lorne Steinberg Wealth Management Inc. History Added to 214,368 7,794 1.79% 1.6% 150 +844 0.4% Q4 2025 Jan 27, 2026
JCIC Asset Management Inc. History Reduced 212,000 7,698 2.35% 2.1% 151 -3,210 -1.49% Q4 2025 Jan 22, 2026
STIFEL FINANCIAL CORP History Added to 207,228 7,518 0.01% 0.01% 152 +5,871 2.92% Q4 2025 Feb 13, 2026
Investment Management Corp of Ontario History Added to 206,570 7,494 0.1% 0.03% 153 +143,875 229.48% Q4 2025 Feb 17, 2026
Gold Investment Management Ltd. History Added to 201,792 7,327 2.34% 2.08% 154 +2,781 1.4% Q4 2025 Jan 28, 2026
Cetera Investment Advisers History Reduced 199,266 7,229 0.01% 0.01% 155 -3,144 -1.55% Q4 2025 Feb 17, 2026
Guardian Partners Inc. History Added to 191,751 7,150 0.57% 0.49% 156 +7,988 4.35% Q4 2025 Feb 17, 2026
Utah Retirement Systems History No change 191,360 6,957 0.07% 0.06% 157 0 0.0% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 184,414 6,690 0.12% 0.11% 158 -244 -0.13% Q4 2025 Jan 23, 2026
Aviso Financial Inc. History Added to 182,977 6,644 0.25% 0.22% 159 +10,409 6.03% Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History Reduced 178,820 6,510 0.13% 0.12% 160 -1,615 -0.9% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 178,889 6,490 0.01% 0.01% 161 +1,645 0.93% Q4 2025 Feb 06, 2026
Mariner, LLC History Reduced 177,133 6,427 0.01% 0.01% 162 -501 -0.28% Q4 2025 Feb 13, 2026
Avanza Fonder AB History Added to 127,025 6,330 0.16% 0.12% 163 +20,881 19.67% Q4 2025 Jan 12, 2026
NATIXIS ADVISORS, LLC History Reduced 170,697 6,193 0.01% 0.01% 164 -94,395 -35.61% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 165,173 5,992 0.0% 0.0% 165 -4,111 -2.43% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 151,788 5,506 0.01% 0.01% 166 -25,009 -14.15% Q4 2025 Feb 11, 2026
Vontobel Holding Ltd. History Reduced 149,277 5,420 0.02% 0.02% 167 -105,900 -41.5% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 148,558 5,396 0.03% — 168 +148,558 New Q4 2025 Feb 04, 2026
AEGON ASSET MANAGEMENT UK PLC History Reduced 148,031 5,378 0.06% 0.06% 169 -12,700 -7.9% Q4 2025 Jan 29, 2026
Burkett Asset Management Ltd History New 140,850 5,121 5.18% — 170 +140,850 New Q4 2025 Feb 12, 2026
Voleon Capital Management LP History Reduced 138,429 5,022 0.11% 0.13% 171 -28,219 -16.93% Q4 2025 Feb 17, 2026
AFFINITY WEALTH MANAGEMENT LLC History Added to 134,069 4,864 0.69% 0.6% 172 +3,114 2.38% Q4 2025 Jan 15, 2026
BESSEMER GROUP INC History Reduced 133,167 4,840 0.01% 0.01% 173 -15,932 -10.69% Q4 2025 Feb 05, 2026
Arjuna Capital History Added to 128,308 4,655 1.14% 0.43% 174 +73,314 133.31% Q4 2025 Feb 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 123,867 4,513 0.01% 0.01% 175 -3,288 -2.59% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 123,242 4,471 0.02% 0.02% 176 +10,130 8.96% Q4 2025 Feb 13, 2026
Osmosis Investment Management UK Ltd History New 121,976 4,433 0.11% — 177 +121,976 New Q4 2025 Feb 13, 2026
PRUDENTIAL PLC History Added to 121,618 4,416 0.04% 0.03% 178 +8,001 7.04% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 116,192 4,215 0.01% 0.01% 179 -42,216 -26.65% Q4 2025 Feb 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 115,993 4,208 0.27% 0.23% 180 +136 0.12% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 113,378 4,113 0.01% 0.01% 181 -505 -0.44% Q4 2025 Feb 05, 2026
Corient Private Wealth LLC History Added to 112,374 4,077 0.01% 0.01% 182 +1,079 0.97% Q4 2025 Mar 09, 2026
Barry Investment Advisors, LLC History Reduced 107,809 3,911 0.87% 0.86% 183 -12,068 -10.07% Q4 2025 Feb 09, 2026
Rathbones Group PLC History Reduced 106,850 3,885 0.02% 0.01% 184 -1,700 -1.57% Q4 2025 Feb 06, 2026
PCJ Investment Counsel Ltd. History Added to 106,961 3,884 0.96% 0.9% 185 +3,620 3.5% Q4 2025 Feb 10, 2026
Caldwell Investment Management Ltd. History New 105,000 3,834 2.36% — 186 +105,000 New Q4 2025 Feb 11, 2026
PDT Partners, LLC History Reduced 104,102 3,776 0.24% 0.32% 187 -58,079 -35.81% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 103,763 3,764 0.03% — 188 +103,763 New Q4 2025 Feb 18, 2026
Ninepoint Partners LP History Reduced 103,597 3,758 0.42% 0.49% 189 -16,838 -13.98% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Added to 103,128 3,741 0.09% 0.08% 190 +1,137 1.11% Q4 2025 Jan 29, 2026
Numerai GP LLC History Reduced 103,074 3,739 0.45% 1.43% 191 -223,340 -68.42% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 101,930 3,698 0.05% 0.04% 192 -6,300 -5.82% Q4 2025 Feb 02, 2026
Vanguard Personalized Indexing Management, LLC History Added to 101,955 3,698 0.04% 0.03% 193 +2,121 2.12% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 98,868 3,697 0.01% 0.0% 194 +8,939 9.94% Q4 2025 Jan 08, 2026
AMERIPRISE FINANCIAL INC History Reduced 88,646 3,650 0.0% 0.0% 195 -7,620 -7.92% Q4 2025 Feb 17, 2026
WCG Wealth Advisors LLC History Added to 100,431 3,643 0.1% 0.1% 196 +51,477 105.15% Q4 2025 Feb 10, 2026
BENJAMIN EDWARDS INC History Reduced 100,284 3,638 0.04% 0.04% 197 -14,111 -12.34% Q4 2025 Feb 02, 2026
SPINNAKER TRUST History Added to 99,126 3,596 0.19% 0.17% 198 +175 0.18% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 97,869 3,550 0.01% 0.0% 199 +24,560 33.5% Q4 2025 Feb 17, 2026
Argent Trust Co History Reduced 97,385 3,533 0.12% 0.11% 200 -1,296 -1.31% Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 97,342 3,531 0.04% 0.04% 201 +3,031 3.21% Q4 2025 Jan 29, 2026
Cresset Asset Management, LLC History Reduced 96,206 3,490 0.01% 0.01% 202 -1,918 -1.95% Q4 2025 Feb 17, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History New 95,700 3,471 0.06% — 203 +95,700 New Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 93,089 3,377 0.03% 0.0% 204 +79,131 566.92% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 91,662 3,325 0.07% 0.1% 205 +8,592 10.34% Q4 2025 Feb 11, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 91,259 3,310 0.01% 0.01% 206 -14,400 -13.63% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 90,792 3,294 0.01% 0.01% 207 -10,153 -10.06% Q4 2025 Feb 11, 2026
Harvest Portfolios Group Inc. History Reduced 88,024 3,196 0.06% 0.05% 208 -2,584 -2.85% Q4 2025 Feb 06, 2026
Claret Asset Management Corp History Reduced 86,649 3,147 0.37% 0.33% 209 -1,366 -1.55% Q4 2025 Feb 11, 2026
Gulf International Bank (UK) Ltd History No change 85,383 3,101 0.1% 0.12% 210 0 0.0% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 84,515 3,066 0.0% 0.0% 211 +6,324 8.09% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Reduced 82,612 2,997 0.01% 0.01% 212 -1,525 -1.81% Q4 2025 Feb 02, 2026
Sequoia Financial Advisors, LLC History Added to 81,740 2,965 0.02% 0.01% 213 +6,545 8.7% Q4 2025 Feb 03, 2026
OpenArc Corporate Advisory, LLC History New 79,286 2,876 0.05% — 214 +79,286 New Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History No change 78,500 2,854 0.01% 0.0% 215 0 0.0% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 77,516 2,812 0.04% 0.0% 216 +69,210 833.25% Q4 2025 Feb 06, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 76,940 2,791 0.01% 0.01% 217 -4,049 -5.0% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 75,090 2,724 0.01% 0.01% 218 +2,978 4.13% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Added to 72,802 2,641 0.06% 0.06% 219 +16,880 30.18% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Reduced 72,593 2,633 0.0% 0.0% 220 -3,138 -4.14% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 71,685 2,600 0.12% 0.02% 221 +57,055 389.99% Q4 2025 Feb 17, 2026
F/m Investments LLC History Added to 71,295 2,586 0.1% 0.07% 222 +11,851 19.94% Q4 2025 Feb 03, 2026
Generali Asset Management SPA SGR History Added to 51,632 2,573 0.05% 0.0% 223 +47,301 1092.15% Q4 2025 Feb 03, 2026
Metis Global Partners, LLC History Reduced 70,772 2,569 0.06% 0.06% 224 -9,478 -11.81% Q4 2025 Feb 11, 2026
CWM, LLC History Reduced 70,420 2,555 0.01% 0.01% 225 -22,772 -24.44% Q4 2025 Jan 26, 2026
Pathstone Holdings, LLC History New 70,211 2,547 0.01% — 226 +70,211 New Q4 2025 Feb 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 69,744 2,533 0.01% 0.02% 227 -77,691 -52.7% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Reduced 69,502 2,521 0.01% 0.01% 228 -38 -0.05% Q4 2025 Jan 12, 2026
Assenagon Asset Management S.A. History Added to 68,930 2,511 0.0% 0.0% 229 +3,406 5.2% Q4 2025 Jan 09, 2026
CREDIT AGRICOLE S A History Reduced 69,093 2,506 0.01% 0.01% 230 -61,186 -46.97% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 67,875 2,462 0.0% 0.0% 231 -93,125 -57.84% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Reduced 67,712 2,456 0.04% 0.04% 232 -26,004 -27.75% Q4 2025 Feb 03, 2026
TRUIST FINANCIAL CORP History Reduced 67,018 2,431 0.0% 0.0% 233 -5,967 -8.18% Q4 2025 Feb 02, 2026
&PARTNERS History Added to 66,468 2,411 0.01% 0.01% 234 +29,890 81.72% Q4 2025 Feb 17, 2026
Erste Asset Management GmbH History Reduced 65,000 2,381 0.02% 0.02% 235 -3,000 -4.41% Q4 2025 Feb 11, 2026
XTX Topco Ltd History Reduced 65,494 2,376 0.06% 0.25% 236 -87,529 -57.2% Q4 2025 Feb 17, 2026
LMG Wealth Partners, LLC History Added to 62,926 2,282 0.43% 0.36% 237 +356 0.57% Q4 2025 Feb 02, 2026
DGS Capital Management, LLC History Reduced 59,636 2,163 0.37% 0.34% 238 -831 -1.37% Q4 2025 Feb 24, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 59,165 2,146 0.06% 0.06% 239 -1,366 -2.26% Q4 2025 Feb 13, 2026
Americana Partners, LLC History Added to 59,081 2,143 0.06% 0.06% 240 +295 0.5% Q4 2025 Feb 06, 2026
HB Wealth Management, LLC History Added to 57,128 2,072 0.01% 0.01% 241 +117 0.21% Q4 2025 Jan 28, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 56,800 2,065 0.0% 0.0% 242 -4,300 -7.04% Q4 2025 Feb 02, 2026
Independent Advisor Alliance History Added to 56,027 2,032 0.05% 0.04% 243 +7,374 15.16% Q4 2025 Feb 04, 2026
SIGNATUREFD, LLC History Added to 55,964 2,030 0.03% 0.03% 244 +2,202 4.1% Q4 2025 Jan 20, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 54,957 1,994 0.0% — 245 +54,957 New Q4 2025 Feb 17, 2026
ASR Vermogensbeheer N.V. History No change 54,570 1,984 0.02% 0.02% 246 0 0.0% Q4 2025 Feb 03, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 54,448 1,975 0.01% 0.01% 247 -93 -0.17% Q4 2025 Jan 30, 2026
Atria Investments, Inc History Reduced 53,503 1,941 0.02% 0.02% 248 -5,844 -9.85% Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Reduced 52,668 1,910 0.03% 0.02% 249 -1,837 -3.37% Q4 2025 Feb 02, 2026
BayBridge Capital Group, LLC History Added to 52,228 1,894 1.17% 1.03% 250 +226 0.43% Q4 2025 Jan 16, 2026
Westerkirk Capital Inc. History Reduced 51,550 1,876 0.18% 0.33% 251 -42,500 -45.19% Q4 2025 Feb 11, 2026
M&T BANK CORP History Added to 51,339 1,862 0.01% 0.01% 252 +1,024 2.04% Q4 2025 Jan 30, 2026
Moors & Cabot, Inc. History No change 50,754 1,841 0.08% 0.07% 253 0 0.0% Q4 2025 Feb 10, 2026
Vident Advisory, LLC History Added to 50,610 1,836 0.02% 0.01% 254 +417 0.83% Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 50,402 1,828 0.0% 0.0% 255 -1,385 -2.67% Q4 2025 Feb 06, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 49,103 1,787 0.08% 0.06% 256 +2,945 6.38% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 49,090 1,780 0.04% 0.02% 257 +23,451 91.47% Q4 2025 Jan 27, 2026
Union Bancaire Privee, UBP SA History No change 6,237 1,772 0.02% 0.02% 258 0 0.0% Q4 2025 Jan 05, 2026
SageView Advisory Group, LLC History Reduced 48,783 1,769 0.06% 0.05% 259 -2,008 -3.95% Q4 2025 Feb 17, 2026
PEAK6 LLC History New 48,100 1,745 0.0% — 260 +48,100 New Q4 2025 Mar 12, 2026
Engineers Gate Manager LP History Reduced 48,111 1,745 0.02% 0.02% 261 -19,304 -28.63% Q4 2025 Feb 17, 2026
Magnetar Financial LLC History Reduced 47,959 1,741 0.02% 0.04% 262 -141,249 -74.65% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 47,890 1,737 0.01% 0.01% 263 +2,334 5.12% Q4 2025 Feb 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 47,265 1,714 0.04% — 264 +47,265 New Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 46,060 1,682 0.02% 0.02% 265 -2,862 -5.85% Q4 2025 Jan 23, 2026
Sanctuary Advisors, LLC History Added to 46,121 1,673 0.01% 0.01% 266 +16,905 57.86% Q4 2025 Jan 29, 2026
UniSuper Management Pty Ltd History Added to 33,300 1,659 0.01% 0.01% 267 +3,900 13.27% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 45,588 1,653 0.0% 0.0% 268 +46 0.1% Q4 2025 Feb 18, 2026
Sterling Capital Management LLC History Reduced 45,455 1,649 0.03% 0.02% 269 -2,073 -4.36% Q4 2025 Feb 13, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 44,582 1,617 0.06% 0.05% 270 -368 -0.82% Q4 2025 Jan 14, 2026
Caprock Group, LLC History Added to 44,495 1,614 0.03% 0.03% 271 +1,184 2.73% Q4 2025 Jan 28, 2026
Quantbot Technologies LP History New 43,786 1,588 0.05% — 272 +43,786 New Q4 2025 Feb 10, 2026
Sageworth Trust Co History No change 43,048 1,561 0.07% 0.06% 273 0 0.0% Q4 2025 Feb 03, 2026
SG Americas Securities, LLC History Reduced 42,671 1,548 0.0% 0.01% 274 -36,808 -46.31% Q4 2025 Jan 09, 2026
Stratos Wealth Partners, LTD. History Added to 41,915 1,520 0.02% 0.02% 275 +61 0.15% Q4 2025 Jan 20, 2026
Redhawk Wealth Advisors, Inc. History Reduced 40,983 1,486 0.17% 0.16% 277 -3,384 -7.63% Q4 2025 Jan 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 40,960 1,486 0.01% 0.01% 276 0 0.0% Q4 2025 Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 40,786 1,479 0.05% 0.05% 278 0 0.0% Q4 2025 Feb 12, 2026
BCV Asset Management Inc. History New 29,466 1,475 0.04% — 279 +29,466 New Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 40,423 1,466 0.02% 0.02% 280 0 0.0% Q4 2025 Jan 22, 2026
Advisory Resource Group History Added to 39,869 1,446 0.25% 0.22% 281 +119 0.3% Q4 2025 Feb 12, 2026
AlphaCore Capital LLC History Reduced 39,741 1,441 0.03% 0.04% 282 -924 -2.27% Q4 2025 Feb 05, 2026
Pacifica Partners Inc. History Added to 39,773 1,439 0.64% 0.45% 283 +71 0.18% Q4 2025 Jan 09, 2026
Lido Advisors, LLC History Added to 41,255 1,431 0.0% 0.0% 284 +1,856 4.71% Q4 2025 Feb 10, 2026
EVOLVE PRIVATE WEALTH, LLC History New 39,256 1,424 0.08% — 285 +39,256 New Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 38,776 1,406 0.0% 0.0% 286 +614 1.61% Q4 2025 Feb 13, 2026
Stamos Capital Partners, L.P. History Reduced 38,235 1,387 0.22% 0.24% 287 -2,056 -5.1% Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History New 37,179 1,348 0.06% — 288 +37,179 New Q4 2025 Feb 17, 2026
Invst, LLC History Reduced 36,394 1,320 0.14% 0.13% 289 -761 -2.05% Q4 2025 Feb 11, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 36,072 1,308 0.33% 0.27% 290 -989 -2.67% Q4 2025 Feb 06, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 34,413 1,248 0.04% 0.04% 291 0 0.0% Q4 2025 Jan 12, 2026
BROWN ADVISORY INC History Added to 34,379 1,247 0.0% 0.0% 292 +4,635 15.58% Q4 2025 Feb 13, 2026
Kovitz Investment Group Partners, LLC History Reduced 33,137 1,202 0.03% 0.01% 293 -39,150 -54.16% Q4 2025 Feb 20, 2026
K.J. Harrison & Partners Inc History No change 32,483 1,181 0.16% 0.15% 294 0 0.0% Q4 2025 Feb 03, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 32,318 1,172 0.03% 0.02% 295 +4,222 15.03% Q4 2025 Feb 03, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 31,975 1,160 0.63% 0.57% 296 +272 0.86% Q4 2025 Jan 29, 2026
Plato Investment Management Ltd History Reduced 31,428 1,150 0.08% 0.09% 297 -11,521 -26.82% Q4 2025 Feb 04, 2026
NWAM LLC History Reduced 30,605 1,136 0.06% 0.05% 298 -9 -0.03% Q4 2025 Feb 04, 2026
CIGNA INVESTMENTS INC /NEW History No change 30,801 1,120 0.16% 0.14% 299 0 0.0% Q4 2025 Jan 20, 2026
Verition Fund Management LLC History Reduced 30,728 1,114 0.0% 0.0% 300 -5,732 -15.72% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 30,675 1,112 0.03% 0.03% 301 +3,005 10.86% Q4 2025 Feb 19, 2026
NORDEN GROUP LLC History Reduced 30,437 1,104 0.11% 0.1% 302 -447 -1.45% Q4 2025 Jan 13, 2026
Tacita Capital Inc History Added to 29,254 1,062 0.62% 0.55% 303 +23 0.08% Q4 2025 Feb 11, 2026
PFG Advisors History Added to 29,233 1,060 0.05% 0.03% 304 +2,909 11.05% Q4 2025 Jan 27, 2026
Wealth Architects, LLC History No change 28,090 1,019 0.09% 0.08% 305 0 0.0% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Reduced 27,719 1,005 0.01% 0.01% 306 -322 -1.15% Q4 2025 Jan 27, 2026
Midwest Professional Planners, LTD. History Added to 27,397 993 0.24% 0.08% 307 +17,380 173.51% Q4 2025 Feb 06, 2026
SUMITOMO LIFE INSURANCE CO History Added to 27,206 987 0.03% 0.03% 308 +329 1.22% Q4 2025 Feb 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 27,206 987 0.01% 0.01% 309 +329 1.22% Q4 2025 Feb 03, 2026
State of Wyoming History Added to 26,830 975 0.11% 0.02% 310 +19,900 287.16% Q4 2025 Feb 11, 2026
Coastline Trust Co History No change 26,782 971 0.09% 0.09% 311 0 0.0% Q4 2025 Jan 05, 2026
Archer Investment Corp History No change 25,700 932 0.21% 0.18% 312 0 0.0% Q4 2025 Jan 30, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 25,586 929 0.0% 0.0% 313 -9,177 -26.4% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History New 25,585 928 0.02% — 314 +25,585 New Q4 2025 Feb 09, 2026
Summit Global Investments History Reduced 25,316 918 0.05% 0.12% 315 -40,964 -61.8% Q4 2025 Feb 18, 2026
Kingsview Wealth Management, LLC History Added to 25,064 909 0.01% 0.01% 316 +9,473 60.76% Q4 2025 Feb 09, 2026
J.W. COLE ADVISORS, INC. History Reduced 24,501 888 0.02% 0.02% 317 -2,419 -8.99% Q4 2025 Feb 11, 2026
ALLIANZ SE History Reduced 24,265 884 0.01% 0.02% 318 -3,935 -13.95% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 24,224 878 0.01% 0.01% 319 +5,357 28.39% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History Reduced 24,213 878 0.0% 0.0% 320 -3,515 -12.68% Q4 2025 Feb 18, 2026
Concurrent Investment Advisors, LLC History Added to 24,021 871 0.01% 0.01% 321 +9,122 61.23% Q4 2025 Jan 29, 2026
PARK AVENUE SECURITIES LLC History Added to 23,941 869 0.01% 0.0% 322 +13,347 125.99% Q4 2025 Jan 05, 2026
Savant Capital, LLC History Added to 23,964 869 0.0% 0.0% 323 +5,485 29.68% Q4 2025 Feb 10, 2026
Dynamic Technology Lab Private Ltd History Added to 23,564 855 0.19% 0.05% 324 +14,103 149.06% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History New 23,513 853 0.0% — 325 +23,513 New Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History New 23,464 851 0.0% — 326 +23,464 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 23,051 836 0.0% 0.0% 327 +8,622 59.75% Q4 2025 Mar 16, 2026
NewEdge Wealth, LLC History Added to 22,908 831 0.01% 0.01% 328 +7,433 48.03% Q4 2025 Feb 03, 2026
World Investment Advisors History Added to 22,901 830 0.01% 0.01% 329 +2,593 12.77% Q4 2025 Mar 12, 2026
Legacy Wealth Asset Management, LLC History Reduced 22,687 823 0.2% 0.17% 330 -267 -1.16% Q4 2025 Jan 12, 2026
WEDBUSH SECURITIES INC History No change 22,466 815 0.02% 0.02% 331 0 0.0% Q4 2025 Feb 12, 2026
MONTAG A & ASSOCIATES INC History Reduced 22,393 812 0.04% 0.03% 332 -1,181 -5.01% Q4 2025 Feb 02, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 22,336 810 0.02% 0.02% 333 -1,150 -4.9% Q4 2025 Feb 05, 2026
Aprio Wealth Management, LLC History Added to 22,279 808 0.05% 0.04% 334 +9,093 68.96% Q4 2025 Jan 29, 2026
Savvy Advisors, Inc. History Added to 21,923 795 0.03% 0.03% 335 +1,141 5.49% Q4 2025 Jan 20, 2026
Hilltop National Bank History Reduced 21,453 778 0.19% 0.17% 336 -1,200 -5.3% Q4 2025 Jan 07, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 20,868 757 0.0% 0.0% 337 -1,452 -6.51% Q4 2025 Feb 12, 2026
SYON CAPITAL LLC History Added to 20,807 754 0.04% 0.03% 338 +434 2.13% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Reduced 20,388 739 0.01% 0.01% 339 -1,589 -7.23% Q4 2025 Jan 22, 2026
Eddie Patel Inc History New 20,307 736 0.55% — 340 +20,307 New Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 20,074 728 0.0% 0.0% 341 -1,267 -5.94% Q4 2025 Feb 09, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 20,086 728 0.01% 0.01% 342 -100 -0.5% Q4 2025 Feb 03, 2026
BURNEY CO/ History Reduced 19,868 720 0.02% 0.02% 343 -36 -0.18% Q4 2025 Jan 23, 2026
West Family Investments, Inc. History No change 19,869 720 0.17% 20.92% 344 0 0.0% Q4 2025 Feb 11, 2026
111 Capital History Reduced 19,692 715 0.16% 0.18% 345 -10,025 -33.73% Q4 2025 Feb 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 19,366 708 0.01% 0.01% 346 -600 -3.01% Q4 2025 Jan 21, 2026
TCTC Holdings, LLC History New 19,259 698 0.02% — 347 +19,259 New Q4 2025 Feb 12, 2026
Inspire Advisors, LLC History New 19,207 696 0.06% — 348 +19,207 New Q4 2025 Feb 13, 2026
AssuredPartners Investment Advisors, LLC History New 19,179 695 0.1% — 350 +19,179 New Q4 2025 Feb 03, 2026
One Wealth Advisors, LLC History Reduced 19,157 695 0.08% 0.07% 349 -18 -0.09% Q4 2025 Feb 02, 2026
Boothe Investment Group, Inc. History No change 19,076 692 0.25% 0.22% 351 0 0.0% Q4 2025 Feb 03, 2026
Advisors Asset Management, Inc. History Reduced 19,043 690 0.01% 0.02% 353 -10,170 -34.81% Q4 2025 Feb 12, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 19,040 690 0.01% 0.01% 352 +4,627 32.1% Q4 2025 Jan 13, 2026
Expressive Wealth LLC History New 18,861 684 0.74% — 354 +18,861 New Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Reduced 18,726 679 0.0% 0.0% 356 -1,156 -5.81% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 18,710 679 0.0% 0.0% 355 +638 3.53% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History Reduced 18,626 675 0.02% 0.02% 357 -80 -0.43% Q4 2025 Feb 02, 2026
One Capital Management, LLC History New 18,022 655 0.02% — 358 +18,022 New Q4 2025 Feb 10, 2026
GLENMEDE TRUST CO NA History New 18,012 653 0.0% — 359 +18,012 New Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 17,976 652 0.0% 0.0% 360 +2,176 13.77% Q4 2025 Feb 12, 2026
SUMMITRY LLC History Added to 17,881 648 0.03% 0.02% 361 +1,950 12.24% Q4 2025 Feb 09, 2026
Focus Partners Advisor Solutions, LLC History Added to 17,487 634 0.01% 0.0% 362 +4,020 29.85% Q4 2025 Feb 11, 2026
Moss Adams Wealth Advisors LLC History New 17,128 621 0.05% — 363 +17,128 New Q4 2025 Jan 26, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 17,032 617 0.0% — 364 +17,032 New Q4 2025 Feb 17, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 16,946 614 0.01% 0.01% 365 0 0.0% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History No change 16,700 607 0.0% 0.0% 366 0 0.0% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 16,691 605 0.0% 0.0% 367 -561 -3.25% Q4 2025 Feb 12, 2026
TWINBEECH CAPITAL LP History Added to 16,650 604 0.04% 0.02% 368 +3,844 30.02% Q4 2025 Feb 17, 2026
COMMERCE BANK History No change 16,419 595 0.0% 0.0% 369 0 0.0% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 16,381 594 0.01% 0.01% 370 -684 -4.01% Q4 2025 Jan 16, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 16,054 582 0.02% 0.02% 371 0 0.0% Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Added to 16,014 581 0.01% 0.01% 372 +447 2.87% Q4 2025 Feb 12, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 16,037 581 0.01% 0.01% 373 +321 2.04% Q4 2025 Feb 10, 2026
Trek Financial, LLC History New 15,849 575 0.03% — 374 +15,849 New Q4 2025 Feb 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 15,823 574 0.0% 0.0% 375 0 0.0% Q4 2025 Feb 12, 2026
Schneider Downs Wealth Management Advisors, LP History No change 15,840 574 0.06% 0.06% 376 0 0.0% Q4 2025 Feb 12, 2026
ATLAS CAPITAL ADVISORS INC. History New 15,750 571 0.06% — 377 +15,750 New Q4 2025 Feb 13, 2026
FAYEZ SAROFIM & CO History No change 15,593 565 0.0% 0.0% 378 0 0.0% Q4 2025 Feb 13, 2026
Baader Bank Aktiengesellschaft History Added to 15,443 562 0.04% 0.03% 379 +2,224 16.82% Q4 2025 Feb 05, 2026
Sunpointe, LLC History No change 15,419 559 0.19% 0.17% 380 0 0.0% Q4 2025 Jan 23, 2026
Measured Wealth Private Client Group, LLC History Reduced 15,405 558 0.15% 0.19% 381 -7,307 -32.17% Q4 2025 Feb 10, 2026
Nicholas Hoffman & Company, LLC. History Added to 15,300 555 0.01% 0.01% 382 +80 0.53% Q4 2025 Feb 02, 2026
Cassaday & Co Wealth Management LLC History Added to 15,238 552 0.01% 0.01% 383 +18 0.12% Q4 2025 Feb 03, 2026
Triasima Portfolio Management inc. History Added to 15,093 548 0.08% 0.06% 385 +2,800 22.78% Q4 2025 Feb 02, 2026
Heritage Financial Services, LLC History No change 15,107 548 0.05% 0.04% 384 0 0.0% Q4 2025 Feb 02, 2026
Wealthspire Advisors, LLC History Reduced 15,082 547 0.0% 0.0% 386 -664 -4.22% Q4 2025 Feb 13, 2026
HBK Sorce Advisory LLC History Added to 14,334 545 0.01% 0.01% 387 +2,358 19.69% Q4 2025 Feb 09, 2026
Dixon Mitchell Investment Counsel Inc. History Reduced 14,468 542 0.02% 0.7% 388 -614,311 -97.7% Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Reduced 14,893 540 0.03% 0.02% 389 -501 -3.25% Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Reduced 14,625 530 0.01% 0.04% 390 -28,793 -66.32% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Reduced 14,624 530 0.03% 0.02% 391 -240 -1.61% Q4 2025 Jan 27, 2026
SIMPLEX TRADING, LLC History Reduced 14,600 529 0.0% 0.0% 392 -6,600 -31.13% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Reduced 14,478 525 0.0% 0.0% 393 -4,267 -22.76% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 14,438 523 0.0% — 394 +14,438 New Q4 2025 Feb 18, 2026
Kathmere Capital Management, LLC History Added to 14,421 523 0.04% 0.03% 395 +277 1.96% Q4 2025 Jan 13, 2026
Beverly Hills Private Wealth, LLC History Added to 14,425 523 0.09% 0.08% 396 +157 1.1% Q4 2025 Feb 17, 2026
Walleye Trading LLC History New 14,386 521 0.0% — 397 +14,386 New Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Added to 14,288 518 0.01% 0.01% 398 +2,250 18.69% Q4 2025 Feb 03, 2026
Equitable Holdings, Inc. History Added to 13,864 502 0.0% 0.0% 399 +1,101 8.63% Q4 2025 Feb 17, 2026
BNP PARIBAS History New 13,505 491 0.01% — 400 +13,505 New Q4 2025 Feb 10, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 13,286 482 0.13% 0.06% 401 +4,052 43.88% Q4 2025 Feb 12, 2026
XPONANCE LLC History New 13,255 481 0.0% — 402 +13,255 New Q4 2025 Feb 12, 2026
Arax Advisory Partners History Added to 13,245 480 0.01% 0.0% 404 +3,077 30.26% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History No change 13,236 480 0.01% 0.01% 403 0 0.0% Q4 2025 Feb 12, 2026
Gallagher Fiduciary Advisors, LLC History Added to 13,180 478 0.02% 0.02% 405 +46 0.35% Q4 2025 Feb 17, 2026
Fiera Capital Corp History Reduced 13,113 477 0.0% 0.0% 406 -1,344 -9.3% Q4 2025 Feb 11, 2026
HUB Investment Partners, LLC History Reduced 13,120 475 0.01% 0.01% 407 -137 -1.03% Q4 2025 Feb 17, 2026
RNC CAPITAL MANAGEMENT LLC History Added to 13,091 474 0.02% 0.02% 408 +530 4.22% Q4 2025 Feb 03, 2026
Forum Financial Management, LP History No change 13,036 472 0.01% 0.01% 409 0 0.0% Q4 2025 Jan 27, 2026
SEI INVESTMENTS CO History New 12,912 468 0.0% — 410 +12,912 New Q4 2025 Feb 13, 2026
SG Trading Solutions, LLC History New 12,897 468 0.11% — 411 +12,897 New Q4 2025 Feb 24, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 12,775 463 0.11% 0.11% 412 -974 -7.08% Q4 2025 Jan 23, 2026
WEALTH ALLIANCE, LLC History Reduced 12,526 454 0.04% 0.04% 413 -2 -0.02% Q4 2025 Feb 13, 2026
Ascent Group, LLC History Added to 12,499 453 0.02% 0.01% 414 +1,276 11.37% Q4 2025 Jan 20, 2026
CoreCap Advisors, LLC History Added to 12,468 452 0.02% 0.01% 415 +1,100 9.68% Q4 2025 Jan 13, 2026
Squarepoint Ops LLC History Reduced 12,441 451 0.0% 0.0% 416 -22,539 -64.43% Q4 2025 Feb 13, 2026
Crescent Grove Advisors, LLC History Added to 12,389 449 0.04% 0.04% 417 +81 0.66% Q4 2025 Feb 11, 2026
O'ROURKE & COMPANY, Inc History Reduced 12,306 446 0.17% 0.17% 418 -648 -5.0% Q4 2025 Jan 28, 2026
Elevated Financial Group LLC History New 12,182 441 0.15% — 419 +12,182 New Q4 2025 Jan 29, 2026
Yanni & Associates Investment Advisors, LLC History New 12,157 441 0.44% — 420 +12,157 New Q4 2025 Feb 06, 2026
Baron Wealth Management LLC History No change 12,141 440 0.14% 0.13% 421 0 0.0% Q4 2025 Jan 14, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 12,026 436 0.13% 0.11% 422 0 0.0% Q4 2025 Jan 08, 2026
Allworth Financial LP History New 11,956 433 0.0% — 423 +11,956 New Q4 2025 Feb 05, 2026
STEPHENS INC /AR/ History Added to 11,919 432 0.01% 0.0% 424 +438 3.81% Q4 2025 Feb 05, 2026
Meeder Advisory Services, Inc. History No change 11,794 427 0.02% 0.02% 425 0 0.0% Q4 2025 Feb 11, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 11,745 426 0.06% 0.05% 426 -700 -5.62% Q4 2025 Feb 13, 2026
Bragg Financial Advisors, Inc History Reduced 11,664 423 0.01% 0.01% 427 -429 -3.55% Q4 2025 Feb 13, 2026
LOUISBOURG INVESTMENTS INC. History No change 11,565 420 0.08% 0.08% 428 0 0.0% Q4 2025 Jan 16, 2026
PDS Planning, Inc History Reduced 11,526 418 0.03% 0.02% 429 -37 -0.32% Q4 2025 Jan 26, 2026
Brucke Financial, Inc. History Reduced 11,368 412 0.23% 0.22% 430 -55 -0.48% Q4 2025 Jan 12, 2026
SHELTON CAPITAL MANAGEMENT History New 11,353 411 0.01% — 431 +11,353 New Q4 2025 Feb 17, 2026
KMG FIDUCIARY PARTNERS, LLC History New 11,221 407 0.03% — 433 +11,221 New Q4 2025 Jan 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 11,231 407 0.01% 0.01% 432 -4,618 -29.14% Q4 2025 Feb 10, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 11,219 407 0.04% 0.03% 434 +2,111 23.18% Q4 2025 Jan 22, 2026
Legacy Capital Group California, Inc. History Added to 11,125 403 0.1% 0.08% 435 +938 9.21% Q4 2025 Jan 28, 2026
Knights of Columbus Asset Advisors LLC History No change 10,981 398 0.02% 0.02% 436 0 0.0% Q4 2025 Feb 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 10,970 397 0.01% 0.0% 437 +117 1.08% Q4 2025 Feb 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 10,924 396 0.01% 0.01% 438 -77 -0.7% Q4 2025 Jan 07, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 10,892 395 0.07% 0.06% 439 0 0.0% Q4 2025 Jan 29, 2026
Councilmark Asset Management, LLC History No change 10,886 394 0.22% 0.19% 440 0 0.0% Q4 2025 Feb 09, 2026
Curi Capital, LLC History Added to 10,782 391 0.01% 0.01% 441 +48 0.45% Q4 2025 Feb 17, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 10,544 388 0.17% 0.14% 442 +3 0.03% Q4 2025 Feb 17, 2026
Saranac Partners Ltd History New 5,640 386 0.15% — 443 +5,640 New Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 10,597 384 0.0% 0.0% 444 +1,426 15.55% Q4 2025 Jan 23, 2026
Cumberland Partners Ltd History New 10,562 383 0.02% — 445 +10,562 New Q4 2025 Feb 06, 2026
Strategic Investment Advisors / MI History Reduced 10,581 383 0.03% 0.05% 446 -6,319 -37.39% Q4 2025 Feb 17, 2026
HighPoint Advisor Group LLC History Reduced 10,429 378 0.02% 0.02% 447 -154 -1.46% Q4 2025 Feb 04, 2026
Integrated Wealth Concepts LLC History Reduced 10,325 374 0.0% 0.01% 449 -17,880 -63.39% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 10,311 374 0.0% 0.0% 448 +883 9.37% Q4 2025 Feb 17, 2026
Haven Private, LLC History Added to 10,290 373 0.16% 0.14% 450 +336 3.38% Q4 2025 Feb 12, 2026
Lewis Asset Management, LLC History Added to 10,111 366 0.15% 0.12% 452 +351 3.6% Q4 2025 Jan 15, 2026
EverSource Wealth Advisors, LLC History Added to 10,105 366 0.01% 0.01% 451 +116 1.16% Q4 2025 Feb 06, 2026
D'Orazio & Associates, Inc. History No change 9,850 357 0.05% 0.04% 453 0 0.0% Q4 2025 Feb 04, 2026
Fiduciary Wealth Partners, LLC History No change 9,828 356 0.15% 0.13% 454 0 0.0% Q4 2025 Jan 28, 2026
AMERICAN NATIONAL BANK & TRUST History No change 9,429 342 0.03% 0.03% 455 0 0.0% Q4 2025 Jan 20, 2026
Pekin Hardy Strauss, Inc. History Reduced 9,424 341 0.03% 0.03% 456 -250 -2.58% Q4 2025 Jan 30, 2026
Peregrine Asset Advisers, Inc. History No change 9,350 339 0.1% 0.09% 457 0 0.0% Q4 2025 Feb 02, 2026
WESTWOOD HOLDINGS GROUP INC History No change 9,343 338 0.0% 0.0% 458 0 0.0% Q4 2025 Feb 17, 2026
Frank, Rimerman Advisors LLC History New 9,296 337 0.02% — 459 +9,296 New Q4 2025 Jan 15, 2026
GF FUND MANAGEMENT CO. LTD. History No change 9,279 336 0.01% 0.01% 460 0 0.0% Q4 2025 Jan 27, 2026
South Shore Capital Advisors History New 9,208 334 0.24% — 461 +9,208 New Q4 2025 Jan 21, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 9,176 332 0.01% 0.01% 462 -327 -3.44% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Added to 9,024 327 0.01% 0.01% 463 +440 5.13% Q4 2025 Feb 06, 2026
Gladstone Institutional Advisory LLC History Reduced 8,960 325 0.01% 0.01% 464 -470 -4.98% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 8,889 322 0.0% 0.0% 465 +1,056 13.48% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 8,804 319 0.0% 0.0% 466 +5,953 208.8% Q4 2025 Feb 09, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 8,773 318 0.05% 0.05% 467 +53 0.61% Q4 2025 Jan 22, 2026
Blue Trust, Inc. History Reduced 8,742 317 0.0% 0.0% 470 -3,048 -25.85% Q4 2025 Jan 16, 2026
Trust Co of the South History Added to 8,764 317 0.05% 0.04% 471 +434 5.21% Q4 2025 Jan 05, 2026
Marks Group Wealth Management, Inc History Reduced 8,749 317 0.03% 0.03% 469 -226 -2.52% Q4 2025 Feb 11, 2026
Florida Trust Wealth Management Co History No change 8,753 317 0.01% 0.01% 468 0 0.0% Q4 2025 Jan 20, 2026
Haverford Trust Co History New 8,703 315 0.0% — 472 +8,703 New Q4 2025 Feb 13, 2026
SEVEN MILE ADVISORY History Reduced 8,595 311 0.05% 0.05% 474 -1,621 -15.87% Q4 2025 Feb 13, 2026
Bridgewater Advisors Inc. History Added to 8,401 311 0.02% 0.02% 473 +198 2.41% Q4 2025 Jan 23, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 8,443 306 0.02% 0.02% 475 +606 7.73% Q4 2025 Feb 09, 2026
REAP Financial Group, LLC History New 8,423 305 0.06% — 477 +8,423 New Q4 2025 Feb 10, 2026
Faithward Advisors, LLC History Added to 8,421 305 0.04% 0.04% 476 +6 0.07% Q4 2025 Feb 17, 2026
GREENLEAF TRUST History Reduced 8,394 304 0.0% 0.0% 478 -238 -2.76% Q4 2025 Jan 21, 2026
Smartleaf Asset Management LLC History Added to 8,299 303 0.01% 0.01% 479 +1,865 28.99% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 8,346 302 0.0% 0.0% 480 -285 -3.3% Q4 2025 Jan 29, 2026
AE Wealth Management LLC History Added to 8,306 301 0.0% 0.0% 481 +1,286 18.32% Q4 2025 Jan 26, 2026
Beacon Pointe Advisors, LLC History Reduced 8,262 299 0.0% 0.0% 482 -642 -7.21% Q4 2025 Feb 18, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 8,226 298 0.0% 0.01% 483 -2,026 -19.76% Q4 2025 Jan 28, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 8,208 297 0.0% 0.0% 484 +505 6.56% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History No change 8,112 294 0.03% 0.03% 485 0 0.0% Q4 2025 Feb 13, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History New 8,078 293 0.16% — 486 +8,078 New Q4 2025 Feb 04, 2026
OneDigital Investment Advisors LLC History Added to 8,087 293 0.0% 0.0% 487 +1,514 23.03% Q4 2025 Feb 13, 2026
Johnson Financial Group, Inc. History Reduced 8,000 290 0.01% 0.01% 488 -1,500 -15.79% Q4 2025 Feb 12, 2026
Hamilton Wealth, LLC History Reduced 8,016 290 0.06% 0.06% 490 -500 -5.87% Q4 2025 Feb 19, 2026
RWA WEALTH PARTNERS, LLC History No change 8,014 290 0.0% 0.0% 489 0 0.0% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 7,754 281 0.01% — 491 +7,754 New Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 7,752 281 0.0% 0.0% 492 -206 -2.59% Q4 2025 Jan 21, 2026
Modern Wealth Management, LLC History Added to 7,741 280 0.01% 0.0% 493 +433 5.93% Q4 2025 Feb 17, 2026
DANSKE BANK A/S History Reduced 7,616 276 0.0% 0.0% 494 -870 -10.25% Q4 2025 Feb 02, 2026
Perigon Wealth Management, LLC History New 7,555 274 0.0% — 495 +7,555 New Q4 2025 Jan 16, 2026
OneAscent Financial Services LLC History New 7,475 271 0.02% — 498 +7,475 New Q4 2025 Feb 11, 2026
Wealthcare Advisory Partners LLC History Added to 7,480 271 0.01% 0.0% 497 +232 3.2% Q4 2025 Jan 14, 2026
Rehmann Capital Advisory Group History Added to 7,470 271 0.01% 0.01% 496 +18 0.24% Q4 2025 Mar 04, 2026
Alaska Wealth Advisors, LLC History Reduced 7,469 270 0.03% 0.04% 499 -2,624 -26.0% Q4 2025 Feb 13, 2026
MidFirst Bank History New 10,611 269 0.02% — 501 +10,611 New Q4 2025 Feb 25, 2026
Wealth Quarterback LLC History Added to 7,431 269 0.1% 0.09% 500 +54 0.73% Q4 2025 Jan 15, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 7,395 268 0.02% 0.01% 503 +1,844 33.22% Q4 2025 Jan 08, 2026
Stratos Investment Management, LLC History Added to 7,393 268 0.01% 0.01% 502 +102 1.4% Q4 2025 Jan 20, 2026
J. Safra Sarasin Holding AG History New 7,346 267 0.0% — 504 +7,346 New Q4 2025 Jan 15, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 7,349 266 0.0% 0.0% 505 0 0.0% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 7,208 261 0.01% 0.01% 507 +219 3.13% Q4 2025 Feb 06, 2026
Crewe Advisors LLC History No change 7,200 261 0.02% 0.02% 506 0 0.0% Q4 2025 Jan 16, 2026
BOWEN HANES & CO INC History New 7,160 260 0.01% — 508 +7,160 New Q4 2025 Feb 10, 2026
Sigma Planning Corp History Reduced 7,174 260 0.01% 0.01% 509 -806 -10.1% Q4 2025 Jan 30, 2026
Ethic Inc. History Added to 7,125 258 0.0% 0.0% 510 +246 3.58% Q4 2025 Feb 03, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 7,138 258 0.06% 0.05% 512 +29 0.41% Q4 2025 Jan 09, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 7,114 258 0.11% 0.09% 511 0 0.0% Q4 2025 Jan 14, 2026
LaFleur & Godfrey LLC History New 7,106 257 0.03% — 513 +7,106 New Q4 2025 Feb 03, 2026
B. Riley Wealth Advisors, Inc. History Added to 7,093 257 0.01% 0.01% 514 +1 0.01% Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History New 7,022 254 0.0% — 515 +7,022 New Q4 2025 Feb 02, 2026
Anchor Investment Management, LLC History Reduced 7,000 253 0.02% 0.02% 516 -50 -0.71% Q4 2025 Feb 26, 2026
Cyndeo Wealth Partners, LLC History Added to 6,986 253 0.01% 0.01% 517 +4 0.06% Q4 2025 Jan 07, 2026
Center for Financial Planning, Inc. History Added to 6,922 251 0.03% 0.02% 518 +526 8.22% Q4 2025 Feb 05, 2026
Mustard Seed Financial, LLC History No change 6,940 251 0.16% 0.14% 519 0 0.0% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History Added to 6,887 249 0.0% 0.0% 521 +129 1.91% Q4 2025 Feb 11, 2026
Cornerstone Wealth Management, LLC History Reduced 6,883 249 0.01% 0.01% 520 -77 -1.11% Q4 2025 Feb 05, 2026
FMA Wealth Management, LLC History Reduced 6,867 249 0.16% 0.15% 522 -31 -0.45% Q4 2025 Jan 13, 2026
Sivia Capital Partners, LLC History Reduced 6,890 249 0.05% 0.06% 523 -11 -0.16% Q4 2025 Feb 10, 2026
Keudell/Morrison Wealth Management History New 6,851 248 0.05% — 524 +6,851 New Q4 2025 Feb 06, 2026
C M BIDWELL & ASSOCIATES LTD History No change 6,833 247 0.12% 0.1% 525 0 0.0% Q4 2025 Feb 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 6,794 246 0.01% 0.01% 526 0 0.0% Q4 2025 Feb 11, 2026
Southland Equity Partners LLC History Added to 6,764 245 0.05% 0.04% 527 +31 0.46% Q4 2025 Jan 14, 2026
Cannell & Spears LLC History New 6,731 244 0.0% — 528 +6,731 New Q4 2025 Feb 17, 2026
Goelzer Investment Management, Inc. History No change 6,745 244 0.01% 0.01% 529 0 0.0% Q4 2025 Jan 14, 2026
Plante Moran Financial Advisors, LLC History No change 6,661 241 0.02% 0.01% 530 0 0.0% Q4 2025 Feb 05, 2026
Retirement Planning Group, LLC History New 6,631 240 0.01% — 531 +6,631 New Q4 2025 Feb 03, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 6,637 240 0.03% 0.03% 532 -347 -4.97% Q4 2025 Jan 26, 2026
Hunting Hill Global Capital, LLC History No change 6,600 240 0.17% 0.06% 533 0 0.0% Q4 2025 Feb 17, 2026
INSIGHT 2811, INC. History New 6,526 236 0.1% — 534 +6,526 New Q4 2025 Feb 03, 2026
Verdence Capital Advisors LLC History No change 6,497 235 0.01% 0.01% 535 0 0.0% Q4 2025 Jan 29, 2026
McHugh Group, LLC History New 6,400 232 0.13% — 537 +6,400 New Q4 2025 Feb 02, 2026
GoalVest Advisory LLC History No change 6,400 232 0.04% 0.04% 536 0 0.0% Q4 2025 Jan 05, 2026
Pure Financial Advisors, LLC History New 6,390 231 0.04% — 538 +6,390 New Q4 2025 Mar 04, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History New 6,367 231 0.09% — 539 +6,367 New Q4 2025 Feb 17, 2026
HFG Advisors, Inc. History New 6,367 230 0.17% — 541 +6,367 New Q4 2025 Feb 13, 2026
BAR HARBOR WEALTH MANAGEMENT History New 6,340 230 0.01% — 540 +6,340 New Q4 2025 Jan 22, 2026
Sowell Financial Services LLC History New 6,270 227 0.01% — 542 +6,270 New Q4 2025 Jan 21, 2026
Belpointe Asset Management LLC History New 6,264 227 0.01% — 543 +6,264 New Q4 2025 Jan 27, 2026
Scientech Research LLC History New 6,258 227 0.14% — 544 +6,258 New Q4 2025 Feb 17, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 6,233 226 0.01% 0.01% 545 -435 -6.52% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 6,228 225 0.01% 0.02% 546 -10,482 -62.73% Q4 2025 Jan 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History New 6,136 222 0.0% — 547 +6,136 New Q4 2025 Feb 12, 2026
Meadow Creek Wealth Advisors LLC History New 6,060 219 0.14% — 549 +6,060 New Q4 2025 Jan 28, 2026
Wayfinding Financial, LLC History New 6,044 219 0.09% — 550 +6,044 New Q4 2025 Feb 12, 2026
NEVILLE RODIE & SHAW INC History New 6,036 219 0.02% — 548 +6,036 New Q4 2025 Jan 06, 2026
Clarius Group, LLC History New 6,016 218 0.01% — 551 +6,016 New Q4 2025 Jan 14, 2026
ANCHOR CAPITAL ADVISORS LLC History New 6,000 217 0.01% — 552 +6,000 New Q4 2025 Feb 10, 2026
Estabrook Capital Management History No change 6,000 217 0.03% 0.03% 553 0 0.0% Q4 2025 Feb 13, 2026
Clarkston Capital Partners, LLC History New 5,963 216 0.0% — 556 +5,963 New Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Added to 5,962 216 0.0% 0.0% 554 +1,687 39.46% Q4 2025 Feb 13, 2026
Hendershot Investments Inc. History No change 5,960 216 0.03% 0.02% 555 0 0.0% Q4 2025 Jan 26, 2026
New England Capital Financial Advisors LLC History Added to 5,947 215 0.08% 0.08% 557 +4 0.07% Q4 2025 Feb 02, 2026
Western Wealth Management, LLC History New 5,875 213 0.01% — 558 +5,875 New Q4 2025 Feb 05, 2026
Five Oceans Advisors History New 5,817 211 0.07% — 559 +5,817 New Q4 2025 Jan 16, 2026
Second Half Financial Partners, LLC History New 5,763 209 0.09% — 560 +5,763 New Q4 2025 Jan 26, 2026
Legacy Financial Advisors, Inc. History New 5,735 208 0.03% — 561 +5,735 New Q4 2025 Feb 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History New 5,693 206 0.0% — 563 +5,693 New Q4 2025 Feb 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History New 5,686 206 0.01% — 562 +5,686 New Q4 2025 Feb 10, 2026
Ballentine Partners, LLC History New 5,677 205 0.0% — 564 +5,677 New Q4 2025 Feb 03, 2026
Everhart Financial Group, Inc. History New 5,618 203 0.02% — 565 +5,618 New Q4 2025 Jan 07, 2026
Tandem Investment Advisors, Inc. History New 5,551 201 0.01% — 566 +5,551 New Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History Added to 5,553 201 0.03% 0.02% 567 +1,117 25.18% Q4 2025 Jan 08, 2026
Simplicity Wealth,LLC History New 5,539 200 0.01% — 568 +5,539 New Q4 2025 Jan 30, 2026
Rossby Financial, LCC History Reduced 5,530 200 0.06% 0.09% 569 -2,815 -33.73% Q4 2025 Feb 12, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 5,063 183 0.04% 0.03% 570 0 0.0% Q4 2025 Feb 12, 2026
Bank of New Hampshire History New 5,023 182 0.04% — 571 +5,023 New Q4 2025 Mar 16, 2026
FIRST HORIZON CORP History Added to 4,935 179 0.01% 0.01% 572 +77 1.59% Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History Reduced 4,928 178 0.02% 0.02% 573 -1,137 -18.75% Q4 2025 Jan 26, 2026
Cromwell Holdings LLC History No change 4,768 172 0.09% 0.08% 574 0 0.0% Q4 2025 Jan 20, 2026
TOMPKINS FINANCIAL CORP History No change 4,628 167 0.01% 0.01% 575 0 0.0% Q4 2025 Jan 08, 2026
Litman Gregory Wealth Management LLC History New 4,500 163 0.01% — 576 +4,500 New Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 4,308 156 0.0% 0.0% 577 0 0.0% Q4 2025 Feb 12, 2026
ST GERMAIN D J CO INC History No change 3,875 140 0.01% 0.0% 578 0 0.0% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History Added to 3,098 112 0.01% 0.01% 579 +19 0.62% Q4 2025 Jan 20, 2026
Colonial Trust Advisors History No change 3,081 111 0.01% 0.01% 580 0 0.0% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Added to 3,010 109 0.0% 0.0% 581 +17 0.57% Q4 2025 Feb 11, 2026
LGT Financial Advisors LLC History Reduced 2,955 107 0.66% 0.3% 582 -1,527 -34.07% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History Reduced 2,946 106 0.0% 0.0% 583 -1,010 -25.53% Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History No change 2,822 102 0.0% 0.0% 584 0 0.0% Q4 2025 Feb 06, 2026
Sachetta, LLC History Reduced 2,791 101 0.06% 0.03% 585 -233 -7.71% Q4 2025 Feb 02, 2026
SHP Wealth Management History New 2,749 99 0.01% — 586 +2,749 New Q4 2025 Mar 04, 2026
IFP Advisors, Inc History Added to 2,677 97 0.0% 0.0% 587 +12 0.45% Q4 2025 Feb 06, 2026
ENTRUST FINANCIAL LLC History New 2,543 92 0.07% — 588 +2,543 New Q4 2025 Feb 06, 2026
UMB Bank, n.a. History Added to 2,502 90 0.0% 0.0% 589 +503 25.16% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History Reduced 2,470 89 0.01% 0.01% 591 -220 -8.18% Q4 2025 Feb 10, 2026
Legacy Bridge, LLC History No change 2,460 89 0.04% 0.03% 590 0 0.0% Q4 2025 Jan 23, 2026
Hughes Financial Services, LLC History No change 2,477 89 0.01% 0.01% 592 0 0.0% Q4 2025 Feb 11, 2026
GHP Investment Advisors, Inc. History No change 2,400 87 0.0% 0.0% 593 0 0.0% Q4 2025 Jan 27, 2026
LRI Investments, LLC History No change 2,403 87 0.01% 0.01% 594 0 0.0% Q4 2025 Feb 04, 2026
SBI Securities Co., Ltd. History Added to 2,394 86 0.0% 0.0% 596 +553 30.04% Q4 2025 Feb 03, 2026
Salomon & Ludwin, LLC History No change 2,347 86 0.01% 0.01% 595 0 0.0% Q4 2025 Jan 28, 2026
Financial Freedom, LLC History No change 2,318 84 0.04% 0.04% 597 0 0.0% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 2,296 83 0.0% 0.0% 598 +112 5.13% Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 2,276 82 0.01% 0.0% 599 +1 0.04% Q4 2025 Feb 06, 2026
MTM Investment Management, LLC History Added to 2,213 80 0.03% 0.02% 601 +3 0.14% Q4 2025 Feb 09, 2026
TRUST CO OF VERMONT History No change 2,208 80 0.0% 0.0% 600 0 0.0% Q4 2025 Jan 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 2,189 79 0.0% 0.0% 602 -59,419 -96.45% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 2,189 79 0.0% 0.0% 603 -73 -3.23% Q4 2025 Jan 07, 2026
BFSG, LLC History Reduced 2,140 77 0.01% 0.01% 604 -215 -9.13% Q4 2025 Jan 22, 2026
RMG Wealth Management LLC History No change 2,101 77 0.01% 0.01% 605 0 0.0% Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History Reduced 2,113 76 0.0% 0.0% 606 -10 -0.47% Q4 2025 Feb 09, 2026
Indiana Trust & Investment Management Co History No change 2,078 75 0.02% 0.02% 607 0 0.0% Q4 2025 Jan 21, 2026
Dorato Capital Management History New 2,000 74 0.06% — 610 +2,000 New Q4 2025 Jan 16, 2026
Colonial Trust Co / SC History Reduced 2,053 74 0.01% 0.02% 609 -1,974 -49.02% Q4 2025 Feb 12, 2026
Kozak & Associates, Inc. History No change 2,000 74 0.01% 0.01% 608 0 0.0% Q4 2025 Jan 12, 2026
Murphy & Mullick Capital Management Corp History No change 2,014 73 0.05% 0.05% 611 0 0.0% Q4 2025 Feb 10, 2026
MCF Advisors LLC History No change 2,000 72 0.0% 0.0% 612 0 0.0% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History Reduced 1,928 69 0.0% 0.0% 613 -1,560 -44.72% Q4 2025 Feb 02, 2026
Estate Planners Group, LLC History New 1,894 68 0.03% — 615 +1,894 New Q4 2025 Apr 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,894 68 0.03% 0.02% 614 0 0.0% Q4 2025 Jan 30, 2026
Nemes Rush Group LLC History Added to 1,839 66 0.01% 0.01% 616 +101 5.81% Q4 2025 Feb 11, 2026
WealthCollab, LLC History No change 1,833 66 0.03% 0.03% 617 0 0.0% Q4 2025 Jan 27, 2026
V-Square Quantitative Management LLC History New 1,305 65 0.01% — 620 +1,305 New Q4 2025 Jan 22, 2026
Ancora Advisors LLC History Added to 1,793 65 0.0% 0.0% 618 +850 90.14% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History No change 1,819 65 0.0% 0.0% 619 0 0.0% Q4 2025 Jan 28, 2026
Financial Perspectives, Inc History No change 1,766 64 0.02% 0.02% 621 0 0.0% Q4 2025 Jan 28, 2026
Cape Investment Advisory, Inc. History Added to 1,925 62 0.02% 0.0% 622 +1,769 1133.97% Q4 2025 Feb 17, 2026
Triumph Capital Management History New 1,643 59 0.01% — 625 +1,643 New Q4 2025 Feb 12, 2026
LOM Asset Management Ltd History New 1,190 59 0.02% — 627 +1,190 New Q4 2025 Jan 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,632 59 0.0% 0.0% 623 0 0.0% Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History No change 1,632 59 0.02% 0.01% 624 0 0.0% Q4 2025 Jan 22, 2026
PFS Partners, LLC History No change 1,648 59 0.03% 0.02% 626 0 0.0% Q4 2025 Jan 16, 2026
Graney & King, LLC History Added to 1,622 58 0.03% 0.03% 628 +1 0.06% Q4 2025 Feb 13, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 1,571 57 0.01% 0.01% 629 +13 0.83% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History No change 1,553 56 0.0% 0.0% 630 0 0.0% Q4 2025 Jan 29, 2026
BARRETT & COMPANY, INC. History No change 1,535 55 0.02% 0.02% 631 0 0.0% Q4 2025 Jan 28, 2026
Physician Wealth Advisors, Inc. History No change 1,446 52 0.01% 0.01% 632 0 0.0% Q4 2025 Jan 29, 2026
Newbridge Financial Services Group, Inc. History New 1,410 51 0.01% — 633 +1,410 New Q4 2025 Jan 21, 2026
Millstone Evans Group, LLC History No change 1,420 51 0.03% 0.03% 634 0 0.0% Q4 2025 Feb 02, 2026
Navalign, LLC History New 1,388 50 0.01% — 635 +1,388 New Q4 2025 Feb 05, 2026
Trust Co History New 1,373 49 0.0% — 636 +1,373 New Q4 2025 Jan 15, 2026
William B. Walkup & Associates, Inc. History No change 1,368 49 0.03% 0.02% 637 0 0.0% Q4 2025 Feb 17, 2026
VESTOR CAPITAL, LLC History Reduced 411 48 0.0% 0.0% 638 -906 -68.79% Q4 2025 Feb 11, 2026
Clarity Asset Management, Inc. History Added to 1,336 48 0.03% 0.02% 640 +10 0.75% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 1,325 48 0.0% 0.0% 639 0 0.0% Q4 2025 Jan 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 1,288 46 0.01% — 642 +1,288 New Q4 2025 Feb 09, 2026
Manchester Capital Management LLC History New 1,270 46 0.01% — 641 +1,270 New Q4 2025 Feb 11, 2026
OSSIAM History New 1,267 46 0.0% — 643 +1,267 New Q4 2025 Feb 13, 2026
Twin Tree Management, LP History New 1,200 43 0.0% — 644 +1,200 New Q4 2025 Feb 11, 2026
Addison Advisors LLC History Added to 1,187 43 0.01% 0.01% 645 +208 21.25% Q4 2025 Feb 06, 2026
Golden State Wealth Management, LLC History No change 1,160 42 0.0% 0.0% 646 0 0.0% Q4 2025 Feb 13, 2026
Accordant Advisory Group Inc History No change 1,182 42 0.03% 0.02% 647 0 0.0% Q4 2025 Jan 22, 2026
Bruce G. Allen Investments, LLC History No change 1,156 41 0.03% 0.03% 648 0 0.0% Q4 2025 Feb 10, 2026
American Wealth Advisors, LLC History No change 1,152 41 0.04% 0.03% 649 0 0.0% Q4 2025 Jan 26, 2026
Parkside Financial Bank & Trust History No change 1,064 38 0.0% 0.0% 650 0 0.0% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History No change 1,062 38 0.0% 0.0% 651 0 0.0% Q4 2025 Jan 30, 2026
CX Institutional History Added to 1,014 37 0.0% 0.0% 653 +852 525.93% Q4 2025 Feb 02, 2026
Steigerwald, Gordon & Koch Inc. History Added to 1,022 37 0.0% 0.0% 652 +691 208.76% Q4 2025 Jan 23, 2026
Fortitude Family Office, LLC History No change 1,035 37 0.01% 0.01% 654 0 0.0% Q4 2025 Jan 15, 2026
Valued Wealth Advisors LLC History No change 1,040 37 0.02% 0.01% 655 0 0.0% Q4 2025 Jan 30, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 1,016 36 0.0% 0.0% 656 +16 1.6% Q4 2025 Feb 23, 2026
MCGUIRE CAPITAL ADVISORS INC History New 985 35 0.02% — 659 +985 New Q4 2025 Feb 19, 2026
EASTERN BANK History No change 968 35 0.0% 0.0% 657 0 0.0% Q4 2025 Jan 14, 2026
HHM Wealth Advisors, LLC History No change 984 35 0.0% 0.0% 658 0 0.0% Q4 2025 Jan 22, 2026
BLUELINE ADVISORS LLC History New 938 34 0.03% — 662 +938 New Q4 2025 Feb 10, 2026
WOLFF WIESE MAGANA LLC History Added to 960 34 0.02% 0.0% 660 +700 269.23% Q4 2025 Jan 14, 2026
ORG Partners LLC History No change 946 34 0.01% 0.01% 661 0 0.0% Q4 2025 Jan 14, 2026
Grove Bank & Trust History No change 926 33 0.0% 0.0% 663 0 0.0% Q4 2025 Jan 08, 2026
Bare Financial Services, Inc History No change 890 32 0.01% 0.01% 664 0 0.0% Q4 2025 Feb 06, 2026
Private Wealth Management Group, LLC History No change 896 32 0.01% 0.01% 665 0 0.0% Q4 2025 Jan 23, 2026
West Financial Advisors, LLC History No change 875 31 0.01% 0.0% 666 0 0.0% Q4 2025 Jan 13, 2026
Heritage Wealth Advisors History New 838 30 0.0% — 667 +838 New Q4 2025 Feb 13, 2026
CGC Financial Services, LLC History No change 850 30 0.01% 0.01% 668 0 0.0% Q4 2025 Feb 03, 2026
Caldwell Trust Co History No change 853 30 0.0% 0.0% 669 0 0.0% Q4 2025 Jan 30, 2026
PINNEY & SCOFIELD, INC. History Reduced 810 29 0.02% 0.02% 671 -63 -7.22% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 820 29 0.0% 0.0% 670 +15 1.86% Q4 2025 Feb 10, 2026
SFAM, LLC History New 775 28 0.03% — 673 +775 New Q4 2025 Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC. History New 766 28 0.0% — 672 +766 New Q4 2025 Feb 09, 2026
Core Alternative Capital History Added to 748 27 0.01% 0.01% 676 +163 27.86% Q4 2025 Feb 02, 2026
DUNCKER STREETT & CO INC History No change 762 27 0.0% 0.0% 674 0 0.0% Q4 2025 Jan 27, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 746 27 0.0% 0.0% 675 0 0.0% Q4 2025 Feb 09, 2026
Crews Bank & Trust History No change 748 27 0.0% 0.0% 677 0 0.0% Q4 2025 Jan 21, 2026
Clearstead Trust, LLC History Reduced 742 26 0.0% 0.01% 679 -514 -40.92% Q4 2025 Feb 09, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 686 26 0.02% 0.01% 678 0 0.0% Q4 2025 Feb 13, 2026
First Pacific Financial History No change 737 26 0.0% 0.0% 680 0 0.0% Q4 2025 Jan 16, 2026
Pacific Center for Financial Services History No change 817 25 0.01% 0.01% 681 0 0.0% Q4 2025 Feb 17, 2026
Basepoint Wealth LLC History New 684 24 0.01% — 683 +684 New Q4 2025 Feb 10, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 678 24 0.0% 0.0% 682 -70 -9.36% Q4 2025 Jan 20, 2026
Sound Income Strategies, LLC History Added to 625 23 0.0% 0.0% 684 +215 52.44% Q4 2025 Jan 21, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 643 23 0.01% 0.01% 685 0 0.0% Q4 2025 Feb 11, 2026
TOBAM History New 447 22 0.01% — 686 +447 New Q4 2025 Mar 02, 2026
WEBSTER BANK, N. A. History No change 605 21 0.0% 0.0% 687 0 0.0% Q4 2025 Jan 23, 2026
Fortis Group Advisors, LLC History No change 605 21 0.0% 0.0% 688 0 0.0% Q4 2025 Feb 06, 2026
Rosenberg Matthew Hamilton History No change 564 20 0.0% 0.0% 689 0 0.0% Q4 2025 Jan 05, 2026
Smallwood Wealth Investment Management, LLC History No change 555 20 0.01% 0.01% 690 0 0.0% Q4 2025 Jan 23, 2026
Key FInancial Inc History No change 536 19 0.0% 0.0% 691 0 0.0% Q4 2025 Feb 09, 2026
Piscataqua Savings Bank History No change 545 19 0.01% 0.01% 692 0 0.0% Q4 2025 Jan 16, 2026
MidAtlantic Capital Management, Inc. History New 500 18 0.01% — 696 +500 New Q4 2025 Feb 10, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 500 18 0.0% 0.0% 693 -236 -32.07% Q4 2025 Jan 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 523 18 0.0% 0.0% 694 0 0.0% Q4 2025 Jan 07, 2026
DAGCO, INC. History No change 497 18 0.0% 0.0% 695 0 0.0% Q4 2025 Jan 08, 2026
Bell Investment Advisors, Inc History Added to 496 17 0.0% 0.0% 698 +192 63.16% Q4 2025 Feb 24, 2026
Cornerstone Planning Group LLC History Added to 462 17 0.0% 0.0% 697 +127 37.91% Q4 2025 Feb 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 463 16 0.0% 0.0% 699 +138 42.46% Q4 2025 Feb 11, 2026
Strengthening Families & Communities, LLC History Added to 450 16 0.01% 0.0% 702 +3 0.67% Q4 2025 Feb 03, 2026
Bangor Savings Bank History No change 458 16 0.0% 0.0% 700 0 0.0% Q4 2025 Jan 16, 2026
Missouri Trust & Investment Co History No change 450 16 0.0% 0.0% 701 0 0.0% Q4 2025 Feb 13, 2026
Kennebec Savings Bank History No change 464 16 0.01% 0.01% 703 0 0.0% Q4 2025 Jan 22, 2026
CITY HOLDING CO History No change 433 15 0.0% 0.0% 704 0 0.0% Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History No change 426 15 0.0% 0.0% 705 0 0.0% Q4 2025 Feb 20, 2026
SWISS RE LTD History New 408 14 0.0% — 706 +408 New Q4 2025 Feb 12, 2026
OPTIMA CAPITAL LLC History New 400 14 0.01% — 709 +400 New Q4 2025 Jan 23, 2026
UNION SAVINGS BANK History New 390 14 0.01% — 707 +390 New Q4 2025 Mar 06, 2026
Fourth Dimension Wealth, LLC History Added to 410 14 0.01% 0.0% 708 +46 12.64% Q4 2025 Feb 04, 2026
Asset Dedication, LLC History No change 372 13 0.0% 0.0% 710 0 0.0% Q4 2025 Jan 26, 2026
Financial Management Professionals, Inc. History No change 379 13 0.0% 0.0% 711 0 0.0% Q4 2025 Jan 27, 2026
Gen-Wealth Partners Inc History No change 372 13 0.0% 0.0% 712 0 0.0% Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 348 12 0.0% 0.0% 713 0 0.0% Q4 2025 Jan 23, 2026
SOA Wealth Advisors, LLC. History No change 336 12 0.0% 0.0% 714 0 0.0% Q4 2025 Jan 20, 2026
Strategic Investment Solutions, Inc. /IL History No change 350 12 0.0% 0.0% 715 0 0.0% Q4 2025 Feb 27, 2026
Darwin Wealth Management, LLC History Added to 321 11 0.0% 0.0% 718 +2 0.63% Q4 2025 Jan 22, 2026
Smithfield Trust Co History No change 298 11 0.0% 0.0% 716 0 0.0% Q4 2025 Feb 09, 2026
FIRST UNITED BANK & TRUST History No change 327 11 0.0% 0.0% 717 0 0.0% Q4 2025 Jan 21, 2026
Washington Trust Advisors, Inc. History No change 330 11 0.0% 0.0% 719 0 0.0% Q4 2025 Feb 03, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 296 10 0.0% 0.0% 722 +185 166.67% Q4 2025 Jan 15, 2026
COUNTRY TRUST BANK History No change 289 10 0.0% 0.0% 720 0 0.0% Q4 2025 Jan 21, 2026
Centennial Bank/AR/ History No change 285 10 0.0% 0.0% 721 0 0.0% Q4 2025 Feb 17, 2026
Harbor Asset Planning, Inc. History No change 295 10 0.01% 0.01% 723 0 0.0% Q4 2025 Jan 26, 2026
United Financial Planning Group LLC History No change 299 10 0.01% 0.01% 724 0 0.0% Q4 2025 Feb 11, 2026
Leonteq Securities AG History Reduced 251 9 0.0% 0.0% 725 -1,837 -87.98% Q4 2025 Feb 06, 2026
DV Trading LLC History New 200 7 0.0% — 726 +200 New Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History No change 180 6 0.0% 0.0% 727 0 0.0% Q4 2025 Mar 12, 2026
CVA Family Office, LLC History No change 169 6 0.0% 0.0% 728 0 0.0% Q4 2025 Jan 12, 2026
Wealth Preservation Advisors, LLC History No change 173 6 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 23, 2026
Atlantic Union Bankshares Corp History Reduced 143 5 0.0% 0.0% 730 -448 -75.8% Q4 2025 Feb 04, 2026
CoreFirst Bank & Trust History New 160 5 0.0% — 731 +160 New Q4 2025 Feb 11, 2026
Motiv8 Investments LLC History New 125 5 0.0% — 733 +125 New Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 142 5 0.0% 0.0% 732 +24 20.34% Q4 2025 Jan 08, 2026
Cornerstone Financial Management LLC History New 121 4 0.0% — 741 +121 New Q4 2025 Feb 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 115 4 0.0% — 739 +115 New Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History New 112 4 0.0% — 734 +112 New Q4 2025 Jan 15, 2026
CKW FINANCIAL GROUP History Reduced 118 4 0.0% 0.0% 736 -94 -44.34% Q4 2025 Jan 26, 2026
Kilter Group LLC History Added to 117 4 0.0% — 740 +94 408.7% Q4 2025 Feb 13, 2026
ADIRONDACK TRUST CO History No change 134 4 0.0% 0.0% 735 0 0.0% Q4 2025 Jan 08, 2026
GAMMA Investing LLC History No change 128 4 0.0% 0.0% 737 0 0.0% Q4 2025 Jan 05, 2026
YANKCOM Partnership History No change 132 4 0.0% 0.0% 738 0 0.0% Q4 2025 Jan 20, 2026
Penserra Capital Management LLC History Reduced 102 3 0.0% 0.0% 744 -3 -2.86% Q4 2025 Feb 12, 2026
GW&K Investment Management, LLC History Reduced 75 3 0.0% 0.0% 743 -2 -2.6% Q4 2025 Feb 11, 2026
NBT BANK N A /NY History No change 108 3 0.0% 0.0% 742 0 0.0% Q4 2025 Jan 23, 2026
Prestige Wealth Management Group LLC History No change 100 3 0.0% 0.0% 745 0 0.0% Q4 2025 Feb 11, 2026
Quarry LP History Reduced 74 2 0.0% 0.01% 750 -712 -90.59% Q4 2025 Feb 13, 2026
SJS Investment Consulting Inc. History New 78 2 0.0% — 747 +78 New Q4 2025 Jan 21, 2026
North Star Investment Management Corp. History No change 81 2 0.0% 0.0% 746 0 0.0% Q4 2025 Jan 30, 2026
Coston, McIsaac & Partners History No change 79 2 0.0% 0.0% 748 0 0.0% Q4 2025 Feb 03, 2026
Stephens Consulting, LLC History No change 68 2 0.0% 0.0% 749 0 0.0% Q4 2025 Jan 13, 2026
Aventura Private Wealth, LLC History No change 60 2 0.0% 0.0% 751 0 0.0% Q4 2025 Jan 07, 2026
Quent Capital, LLC History New 40 1 0.0% — 757 +40 New Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 38 1 0.0% — 758 +38 New Q4 2025 Feb 10, 2026
Stone House Investment Management, LLC History Added to 39 1 0.0% — 754 +17 77.27% Q4 2025 Jan 21, 2026
Winch Advisory Services, LLC History No change 49 1 0.0% 0.0% 752 0 0.0% Q4 2025 Feb 03, 2026
Harvest Fund Management Co., Ltd History No change 35 1 0.0% 0.0% 753 0 0.0% Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History No change 31 1 0.0% — 755 0 0.0% Q4 2025 Jan 30, 2026
N.E.W. Advisory Services LLC History No change 31 1 0.0% — 756 0 0.0% Q4 2025 Jan 28, 2026
HSBC HOLDINGS PLC History Closed out 0 0 — 0.14% — -8,041,164 -100.0% Q3 2025 Nov 13, 2025
MUFG Securities EMEA plc History Closed out 0 0 — 1.8% — -2,300,000 -100.0% Q3 2025 Nov 14, 2025
Nearwater Capital Markets, Ltd History Closed out 0 0 — 0.79% — -1,900,000 -100.0% Q3 2025 Nov 13, 2025
OPTIMAS CAPITAL Ltd History Closed out 0 0 — 5.07% — -257,500 -100.0% Q3 2025 Nov 06, 2025
Mitsubishi UFJ Trust & Banking Corp History Closed out 0 0 — 0.01% — -203,091 -100.0% Q3 2025 Oct 31, 2025
Trexquant Investment LP History Closed out 0 0 — 0.04% — -112,059 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 — 0.02% — -50,177 -100.0% Q3 2025 Nov 14, 2025
Entropy Technologies, LP History Closed out 0 0 — 0.11% — -47,947 -100.0% Q3 2025 Nov 13, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 — 0.25% — -37,560 -100.0% Q3 2025 Nov 14, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 — 0.01% — -34,475 -100.0% Q3 2025 Nov 14, 2025
CenterBook Partners LP History Closed out 0 0 — 0.03% — -21,365 -100.0% Q3 2025 Nov 07, 2025
IMC-Chicago, LLC History Closed out 0 0 — 0.0% — -18,000 -100.0% Q3 2025 Nov 04, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.04% — -17,615 -100.0% Q3 2025 Oct 28, 2025
Midwest Trust Co History Closed out 0 0 — 0.01% — -12,492 -100.0% Q3 2025 Nov 06, 2025
Bayforest Capital Ltd History Closed out 0 0 — 0.17% — -11,323 -100.0% Q3 2025 Oct 24, 2025
Finward Bancorp History Closed out 0 0 — 0.26% — -10,984 -100.0% Q3 2025 Nov 14, 2025
JACOBSON & SCHMITT ADVISORS, LLC History Closed out 0 0 — 0.05% — -9,870 -100.0% Q3 2025 Nov 10, 2025
CenterStar Asset Management, LLC History Closed out 0 0 — 0.06% — -9,400 -100.0% Q3 2025 Oct 20, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -9,333 -100.0% Q3 2025 Oct 14, 2025
Selective Wealth Management, Inc. History Closed out 0 0 — 0.09% — -8,650 -100.0% Q3 2025 Oct 10, 2025
Westmount Partners, LLC History Closed out 0 0 — 0.07% — -8,608 -100.0% Q3 2025 Oct 14, 2025
Jain Global LLC History Closed out 0 0 — 0.0% — -7,185 -100.0% Q3 2025 Nov 14, 2025
jvl associates llc History Closed out 0 0 — 0.07% — -7,106 -100.0% Q3 2025 Oct 10, 2025
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -6,984 -100.0% Q3 2025 Nov 03, 2025
MACQUARIE GROUP LTD History Closed out 0 0 — 0.0% — -6,735 -100.0% Q3 2025 Nov 13, 2025
Aviance Capital Partners, LLC History Closed out 0 0 — 0.02% — -6,728 -100.0% Q3 2025 Oct 29, 2025
von Borstel & Associates, Inc. History Closed out 0 0 — 0.03% — -6,044 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -4,521 -100.0% Q3 2025 Nov 18, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -2,709 -100.0% Q3 2025 Oct 07, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -2,055 -100.0% Q3 2025 Nov 06, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -1,368 -100.0% Q3 2025 Oct 21, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -1,336 -100.0% Q3 2025 Nov 03, 2025
Goodman Advisory Group, LLC History Closed out 0 0 — 0.01% — -1,217 -100.0% Q3 2025 Nov 13, 2025
Main Street Group, LTD History Closed out 0 0 — 0.01% — -1,003 -100.0% Q3 2025 Nov 07, 2025
Glen Eagle Advisors, LLC History Closed out 0 0 — 0.0% — -864 -100.0% Q3 2025 Nov 14, 2025
Keener Financial Planning LLC History Closed out 0 0 — 0.01% — -722 -100.0% Q3 2025 Nov 07, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.01% — -684 -100.0% Q3 2025 Jan 12, 2026
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -566 -100.0% Q3 2025 Nov 17, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -496 -100.0% Q3 2025 Oct 22, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.0% — -443 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -424 -100.0% Q3 2025 Nov 10, 2025
Field & Main Bank History Closed out 0 0 — 0.0% — -355 -100.0% Q3 2025 Nov 03, 2025