MARTIN MARIETTA MATERIALS INC - MLM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 206 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
VANGUARD GROUP INC History Reduced 7,373,884 4,591,422 0.07% 0.07% 1 -69,061 -0.93% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 4,486,226 2,793,393 0.05% 0.05% 2 +334,218 8.05% Q4 2025 Feb 12, 2026
FMR LLC History Added to 2,921,794 1,819,284 0.09% 0.09% 3 +42,247 1.47% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 2,771,720 1,725,839 0.06% 0.06% 4 -25,557 -0.91% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 2,448,928 1,524,853 0.86% 0.59% 5 +836,120 51.84% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,378,469 1,480,977 0.11% 0.1% 6 +12,637 0.53% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 2,229,587 1,388,276 0.09% 0.11% 7 -705,196 -24.03% Q4 2025 Feb 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 2,170,746 1,351,661 0.69% 0.7% 8 -33,679 -1.53% Q4 2025 Feb 02, 2026
Aristotle Capital Management, LLC History Reduced 2,050,277 1,276,677 2.56% 2.62% 9 -103,850 -4.82% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,553,364 963,405 0.06% 0.06% 10 +10,743 0.7% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 1,367,016 851,188 0.05% 0.05% 11 +68,382 5.27% Q4 2025 Feb 13, 2026
BAILLIE GIFFORD & CO History Reduced 1,159,375 721,896 0.6% 0.56% 12 -36,419 -3.05% Q4 2025 Jan 23, 2026
Select Equity Group, L.P. History Added to 1,067,530 664,708 2.87% 2.69% 13 +30,967 2.99% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 792,635 493,542 0.06% 0.06% 14 -25,470 -3.11% Q4 2025 Mar 25, 2026
Invesco Ltd. History Added to 769,904 479,388 0.07% 0.07% 15 +65,623 9.32% Q4 2025 Feb 19, 2026
ALKEON CAPITAL MANAGEMENT LLC History No change 747,351 465,345 0.74% 0.69% 16 0 0.0% Q4 2025 Feb 17, 2026
GARDNER RUSSO & QUINN LLC History Added to 726,612 452,432 4.88% 4.65% 17 +39,075 5.68% Q4 2025 Feb 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 690,128 429,715 1.75% 1.78% 18 +5,025 0.73% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 599,660 373,384 0.05% 0.05% 19 -2,424 -0.4% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 598,310 372,544 0.24% 0.41% 20 -455,352 -43.22% Q4 2025 Feb 19, 2026
NORGES BANK History New 569,623 354,681 0.04% — 21 +569,623 New Q4 2025 Feb 10, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 540,406 336,541 0.07% 0.07% 22 -8 -0.0% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 498,333 310,292 0.08% 0.08% 23 -7,733 -1.53% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Reduced 475,138 295,849 0.5% 0.52% 24 -6,799 -1.41% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 448,884 279,502 0.04% 0.04% 25 +12,531 2.87% Q4 2025 Feb 13, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Reduced 446,526 278,033 1.42% 1.74% 26 -135,409 -23.27% Q4 2025 Feb 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 421,892 262,700 0.39% 0.41% 27 +10,410 2.53% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 370,879 230,931 0.04% 0.04% 28 -19,143 -4.91% Q4 2025 Feb 10, 2026
DAVENPORT & Co LLC History Reduced 348,428 217,988 1.16% 1.19% 29 -7,808 -2.19% Q4 2025 Jan 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 325,788 204,404 0.06% 0.07% 30 -26,506 -7.52% Q4 2025 Feb 18, 2026
EAGLE CAPITAL MANAGEMENT LLC History Reduced 320,754 199,720 0.62% 0.66% 31 -7,893 -2.4% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 303,031 188,686 0.02% 0.01% 32 +214,270 241.4% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 297,401 185,179 0.04% 0.04% 33 +1,326 0.45% Q4 2025 Feb 13, 2026
Skye Global Management LP History Added to 274,000 170,608 3.15% 3.43% 34 +2,000 0.74% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 271,303 168,929 0.04% 0.04% 35 -3,658 -1.33% Q4 2025 Feb 09, 2026
DEUTSCHE BANK AG\ History Added to 270,923 168,692 0.05% 0.05% 36 +48,189 21.64% Q4 2025 Feb 11, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 270,203 168,244 0.47% 0.45% 37 -7,153 -2.58% Q4 2025 Feb 09, 2026
Mawer Investment Management Ltd. History Reduced 264,946 164,971 0.92% 0.91% 38 -14,450 -5.17% Q4 2025 Feb 10, 2026
Clearbridge Investments, LLC History Reduced 244,152 152,023 0.12% 0.12% 39 -8,718 -3.45% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 241,563 150,411 0.03% 0.02% 40 +84,142 53.45% Q4 2025 Feb 13, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 239,634 149,210 1.05% 1.03% 41 -4,866 -1.99% Q4 2025 Jan 09, 2026
UBS Group AG History Reduced 236,429 147,214 0.02% 0.03% 42 -99,465 -29.61% Q4 2025 Jan 29, 2026
Douglass Winthrop Advisors, LLC History Reduced 223,632 139,246 2.43% 2.55% 43 -8,602 -3.7% Q4 2025 Feb 12, 2026
Interval Partners, LP History New 207,170 128,996 2.31% — 44 +207,170 New Q4 2025 Feb 17, 2026
Amundi History Added to 206,119 128,342 0.03% 0.03% 45 +71,573 53.2% Q4 2025 Feb 17, 2026
Rathbones Group PLC History Reduced 198,201 123,411 0.49% 0.52% 46 -3,875 -1.92% Q4 2025 Feb 06, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP History Added to 194,455 121,079 5.59% 5.44% 47 +13,480 7.45% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 177,524 117,184 0.2% 0.19% 48 0 0.0% Q4 2025 Jan 28, 2026
GREAT LAKES ADVISORS, LLC History Reduced 183,100 114,011 0.93% 0.97% 49 -1,360 -0.74% Q4 2025 Feb 12, 2026
Findlay Park Partners LLP History Reduced 180,782 112,565 1.44% 1.44% 50 -36,260 -16.71% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 175,911 109,532 0.14% 0.04% 51 +127,492 263.31% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 173,815 108,228 0.16% — 52 +173,815 New Q4 2025 Feb 17, 2026
LONDON CO OF VIRGINIA History Reduced 170,480 106,151 0.61% 0.61% 53 -3,624 -2.08% Q4 2025 Feb 17, 2026
Swiss National Bank History Reduced 165,230 102,882 0.06% 0.06% 54 -8,540 -4.91% Q4 2025 Feb 12, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 162,310 101,063 0.4% 0.43% 55 -11,771 -6.76% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 159,550 99,336 0.03% 0.03% 56 -22,798 -12.5% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 159,280 99,177 0.02% — 57 +159,280 New Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History Added to 151,872 94,564 0.68% 0.59% 58 +26,909 21.53% Q4 2025 Feb 17, 2026
MCDONALD CAPITAL INVESTORS INC/CA History Reduced 151,638 94,418 5.79% 6.17% 59 -5,900 -3.75% Q4 2025 Jan 30, 2026
SEI INVESTMENTS CO History Reduced 151,114 94,092 0.09% 0.11% 60 -8,811 -5.51% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 147,529 91,860 0.02% 0.03% 61 -4,546 -2.99% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 138,034 85,948 0.05% 0.01% 62 +109,285 380.13% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 134,696 83,869 0.05% 0.05% 63 -5,927 -4.21% Q4 2025 Jan 23, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 126,524 80,271 0.05% 0.06% 64 +5,227 4.31% Q4 2025 Feb 03, 2026
BARCLAYS PLC History Reduced 127,170 79,183 0.02% 0.02% 65 -24,737 -16.28% Q4 2025 Feb 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 123,268 76,754 0.53% 0.54% 66 -6,979 -5.36% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 120,968 75,321 0.02% 0.02% 67 -11,142 -8.43% Q4 2025 Feb 17, 2026
STEGINSKY CAPITAL LLC History Reduced 119,635 74,492 12.55% 13.85% 68 -18 -0.02% Q4 2025 Feb 05, 2026
FEDERATED HERMES, INC. History Added to 118,838 73,995 0.12% 0.11% 69 +24,368 25.79% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 117,749 73,317 0.03% 0.04% 70 -123 -0.1% Q4 2025 Feb 10, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 114,048 71,013 0.04% 0.04% 71 -4,649 -3.92% Q4 2025 Feb 13, 2026
Camrose Capital Investment Partners LLP History Added to 113,634 70,755 11.72% 13.99% 72 +18,015 18.84% Q4 2025 Feb 17, 2026
Progeny 3, Inc. History No change 113,150 70,453 3.79% 3.68% 73 0 0.0% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 112,934 70,319 0.01% 0.01% 74 +52,606 87.2% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 111,520 69,438 0.06% 0.06% 75 -3,014 -2.63% Q4 2025 Feb 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 108,939 67,831 0.04% 0.04% 76 +8,508 8.47% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 106,754 66,471 0.01% 0.01% 77 -8,609 -7.46% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 104,934 65,469 0.03% 0.04% 78 -17,329 -14.17% Q4 2025 Mar 20, 2026
NATIXIS ADVISORS, LLC History Added to 103,162 64,235 0.09% 0.09% 79 +1,722 1.7% Q4 2025 Feb 10, 2026
RDST Capital LLC History Reduced 101,500 63,199 5.95% 6.62% 80 -10,075 -9.03% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 99,779 62,128 0.03% 0.04% 81 +9,531 10.56% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 92,516 57,606 0.05% 0.05% 82 -10,683 -10.35% Q4 2025 Feb 10, 2026
M.D. Sass, LLC History Reduced 91,204 56,788 4.48% 4.99% 83 -6,031 -6.2% Q4 2025 Feb 10, 2026
TimesSquare Capital Management, LLC History Reduced 91,094 56,720 0.85% 0.86% 84 -4,610 -4.82% Q4 2025 Feb 06, 2026
CITIGROUP INC History Reduced 89,962 56,015 0.02% 0.04% 85 -35,157 -28.1% Q4 2025 Feb 13, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 89,928 55,994 1.17% 1.13% 86 +271 0.3% Q4 2025 Feb 02, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 89,693 55,848 0.02% 0.03% 87 -18,474 -17.08% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 89,466 55,732 0.06% 0.06% 88 +3,587 4.18% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 89,030 55,435 0.26% — 89 +89,030 New Q4 2025 Feb 17, 2026
National Pension Service History Added to 88,607 55,172 0.04% 0.04% 90 +3,787 4.46% Q4 2025 Feb 10, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 87,786 54,660 0.13% 0.15% 91 -17,451 -16.58% Q4 2025 Jan 30, 2026
Lazard Freres Gestion S.A.S. History Added to 81,029 50,453 0.91% 0.64% 92 +27,839 52.34% Q4 2025 Feb 06, 2026
Border to Coast Pensions Partnership Ltd History No change 80,587 50,270 0.88% 0.88% 93 0 0.0% Q4 2025 Jan 26, 2026
GILDER GAGNON HOWE & CO LLC History Added to 78,553 48,911 0.52% 0.5% 94 +107 0.14% Q4 2025 Feb 17, 2026
Nitorum Capital, L.P. History Reduced 73,185 45,569 10.07% 8.81% 95 -6,350 -7.98% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 71,855 44,741 0.04% 0.05% 96 -695 -0.96% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 71,434 44,479 0.01% 0.01% 97 -3,281 -4.39% Q4 2025 Feb 17, 2026
One Madison Group LLC History Added to 65,000 40,472 4.67% 0.28% 98 +61,000 1525.0% Q4 2025 Feb 17, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 63,777 39,712 1.16% 1.21% 99 -549 -0.85% Q4 2025 Feb 06, 2026
OFI INVEST ASSET MANAGEMENT History Added to 74,709 39,643 0.57% 0.63% 100 +18,952 33.99% Q4 2025 Jan 22, 2026
OSAIC HOLDINGS, INC. History Reduced 62,256 38,772 0.06% 0.06% 101 -2,151 -3.34% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 61,073 38,027 0.05% 0.05% 102 -11,820 -16.22% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 59,965 37,337 0.04% 0.04% 103 +574 0.97% Q4 2025 Feb 06, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 59,658 37,146 0.56% 0.55% 104 -1,733 -2.82% Q4 2025 Jan 05, 2026
FIL Ltd History Added to 59,582 37,099 0.03% 0.02% 105 +12,250 25.88% Q4 2025 Feb 17, 2026
Fisher Funds Management LTD History Reduced 57,950 36,288 0.94% 1.15% 106 -10,861 -15.78% Q4 2025 Jan 26, 2026
JANUS HENDERSON GROUP PLC History Added to 56,626 35,260 0.02% 0.02% 107 +526 0.94% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 55,344 34,460 0.06% 0.06% 108 -2,186 -3.8% Q4 2025 Feb 12, 2026
TRAN CAPITAL MANAGEMENT, L.P. History Added to 54,153 33,719 4.04% 4.03% 109 +619 1.16% Q4 2025 Jan 20, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 53,779 33,486 0.31% 0.33% 110 +193 0.36% Q4 2025 Feb 03, 2026
Cannell & Spears LLC History Added to 52,708 32,819 0.61% 0.16% 111 +39,324 293.81% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Added to 51,326 31,958 0.4% 0.37% 112 +5,150 11.15% Q4 2025 Feb 05, 2026
Harvey Partners, LLC History Added to 51,135 31,839 2.82% 2.86% 113 +35 0.07% Q4 2025 Feb 17, 2026
AVIVA PLC History Added to 50,571 31,488 0.05% 0.05% 114 +2,604 5.43% Q4 2025 Feb 12, 2026
STRS OHIO History Added to 49,736 30,968 0.12% 0.11% 115 +3,602 7.81% Q4 2025 Feb 02, 2026
Walleye Capital LLC History Added to 49,628 30,901 0.09% 0.0% 116 +48,329 3720.48% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 48,639 30,032 0.04% 0.07% 117 -25,067 -34.01% Q4 2025 Mar 09, 2026
STIFEL FINANCIAL CORP History Reduced 47,629 29,661 0.03% 0.03% 118 -2,651 -5.27% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History New 46,785 29,131 0.03% — 119 +46,785 New Q4 2025 Feb 17, 2026
TCW GROUP INC History New 46,003 28,644 0.21% — 120 +46,003 New Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Added to 45,875 28,564 0.06% 0.07% 121 +5,344 13.18% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 44,209 27,527 0.44% 0.42% 122 +3,903 9.68% Q4 2025 Jan 08, 2026
LPL Financial LLC History Reduced 43,329 26,979 0.01% 0.01% 123 -6,517 -13.07% Q4 2025 Feb 11, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 42,983 26,763 0.41% 0.47% 124 -4,047 -8.61% Q4 2025 Feb 17, 2026
Douglas Lane & Associates, LLC History Reduced 42,285 26,329 0.36% 0.37% 125 -418 -0.98% Q4 2025 Jan 22, 2026
Weiss Asset Management LP History New 41,668 25,944 0.36% — 126 +41,668 New Q4 2025 Feb 17, 2026
WEITZ INVESTMENT MANAGEMENT, INC. History No change 41,275 25,700 1.52% 1.41% 127 0 0.0% Q4 2025 Feb 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 41,227 25,670 0.05% 0.05% 128 -1 -0.0% Q4 2025 Jan 30, 2026
Mariner, LLC History Added to 41,109 25,595 0.03% 0.03% 129 +7,674 22.95% Q4 2025 Feb 13, 2026
Korea Investment CORP History Reduced 40,750 25,373 0.05% 0.05% 130 -174 -0.43% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 40,183 25,020 0.05% 0.06% 131 +7,843 24.25% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 39,805 24,784 0.01% 0.01% 132 +5,905 17.42% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 39,099 24,352 0.04% 0.04% 133 -821 -2.06% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 38,960 24,258 0.01% 0.02% 134 -2,472 -5.97% Q4 2025 Feb 06, 2026
FRANKLIN STREET ADVISORS INC /NC History Reduced 38,114 23,732 1.35% 1.39% 135 -178 -0.46% Q4 2025 Jan 21, 2026
GW&K Investment Management, LLC History Added to 36,663 22,829 0.2% 0.2% 136 +43 0.12% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 36,294 22,598 0.02% 0.02% 137 -12,120 -25.03% Q4 2025 Feb 17, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 35,848 22,321 0.46% 0.61% 138 -12,220 -25.42% Q4 2025 Feb 02, 2026
Pictet Asset Management Holding SA History Reduced 35,709 22,234 0.02% 0.02% 139 -1,635 -4.38% Q4 2025 Jan 29, 2026
FIRST MANHATTAN CO. LLC. History Reduced 35,105 21,858 0.06% 0.06% 140 -619 -1.73% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 34,587 21,535 0.02% — 141 +34,587 New Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 33,309 20,740 0.04% 0.04% 142 +4,267 14.69% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Reduced 32,042 19,951 0.06% 0.07% 143 -2,389 -6.94% Q4 2025 Feb 06, 2026
Drummond Knight Asset Management Pty Ltd History New 32,000 19,925 5.58% — 144 +32,000 New Q4 2025 Jan 21, 2026
Chevy Chase Trust Holdings, LLC History Reduced 31,836 19,823 0.05% 0.06% 145 -139 -0.43% Q4 2025 Feb 13, 2026
Rather & Kittrell, Inc. History Added to 31,548 19,643 3.16% 3.48% 146 +5 0.02% Q4 2025 Jan 28, 2026
Asset Management One Co., Ltd. History Reduced 30,759 19,600 0.05% 0.06% 147 -1,474 -4.57% Q4 2025 Jan 27, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 31,474 19,598 0.25% 0.25% 148 +415 1.34% Q4 2025 Feb 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 31,246 19,455 0.04% 0.05% 149 -502 -1.58% Q4 2025 Feb 17, 2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund History Added to 30,954 19,273 0.27% 0.32% 150 +17,159 124.39% Q4 2025 Feb 10, 2026
LATHROP INVESTMENT MANAGEMENT CO History Reduced 30,881 19,228 3.49% 3.63% 151 -366 -1.17% Q4 2025 Feb 09, 2026
NorthCrest Asset Manangement, LLC History Added to 29,685 19,058 0.43% 0.44% 152 +267 0.91% Q4 2025 Jan 08, 2026
JENNISON ASSOCIATES LLC History New 29,930 18,636 0.01% — 153 +29,930 New Q4 2025 Jan 30, 2026
ASSETMARK, INC History Added to 29,486 18,359 0.04% 0.04% 154 +1,645 5.91% Q4 2025 Jan 23, 2026
OPPENHEIMER & CO INC History Added to 28,969 18,037 0.26% 0.21% 155 +1,088 3.9% Q4 2025 Feb 02, 2026
SAPIENT CAPITAL LLC History Reduced 26,881 16,960 0.24% 0.27% 156 -853 -3.08% Q4 2025 Feb 05, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 26,974 16,794 0.02% 0.02% 157 -7,523 -21.81% Q4 2025 Feb 17, 2026
Brandywine Global Investment Management, LLC History New 26,839 16,711 0.11% — 158 +26,839 New Q4 2025 Feb 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 26,786 16,678 0.53% 0.56% 159 -611 -2.23% Q4 2025 Jan 30, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 26,374 16,457 0.03% 0.03% 160 +414 1.59% Q4 2025 Jan 28, 2026
DANSKE BANK A/S History Added to 25,958 16,163 0.04% 0.04% 161 +1,980 8.26% Q4 2025 Feb 02, 2026
Cerity Partners LLC History Added to 25,795 16,062 0.02% 0.03% 162 +319 1.25% Q4 2025 Feb 11, 2026
Treasurer of the State of North Carolina History Reduced 25,129 15,647 0.05% 0.05% 163 -1,835 -6.81% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 25,088 15,621 0.06% — 164 +25,088 New Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 24,973 15,549 0.02% 0.02% 165 0 0.0% Q4 2025 Feb 12, 2026
SummitTX Capital, L.P. History Added to 24,948 15,534 0.47% 0.21% 166 +16,774 205.21% Q4 2025 Feb 17, 2026
Pelham Capital Ltd. History Reduced 24,818 15,453 8.22% 9.37% 167 -5,234 -17.42% Q4 2025 Feb 11, 2026
Aberdeen Group plc History Reduced 24,007 14,948 0.02% 0.03% 168 -1,772 -6.87% Q4 2025 Jan 16, 2026
FIRST TRUST ADVISORS LP History Added to 24,006 14,947 0.01% 0.01% 169 +8,570 55.52% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History New 23,661 14,751 0.02% — 170 +23,661 New Q4 2025 Feb 13, 2026
Mn Services Vermogensbeheer B.V. History Reduced 23,503 14,634 0.09% 0.1% 171 -97 -0.41% Q4 2025 Jan 15, 2026
Creative Planning History Added to 23,136 14,405 0.01% 0.01% 172 +249 1.09% Q4 2025 Feb 17, 2026
Covea Finance History No change 22,874 14,242 0.47% 0.5% 173 0 0.0% Q4 2025 Jan 07, 2026
Daiwa Securities Group Inc. History Added to 22,359 13,922 0.04% 0.05% 174 +354 1.61% Q4 2025 Feb 11, 2026
State of Tennessee, Department of Treasury History Added to 21,321 13,900 0.04% 0.03% 175 +8,253 63.15% Q4 2025 Feb 18, 2026
TORONTO DOMINION BANK History Reduced 22,305 13,887 0.02% 0.02% 176 -2,065 -8.47% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 22,300 13,885 0.03% 0.03% 177 +1,302 6.2% Q4 2025 Jan 27, 2026
Waratah Capital Advisors Ltd. History Reduced 22,274 13,869 0.47% 0.43% 178 -16,407 -42.42% Q4 2025 Feb 09, 2026
CIBC Asset Management Inc History Added to 22,033 13,719 0.03% 0.03% 179 +5,839 36.06% Q4 2025 Feb 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 21,748 13,542 0.1% 0.11% 180 -1,285 -5.58% Q4 2025 Jan 29, 2026
KLP KAPITALFORVALTNING AS History Added to 21,693 13,507 0.05% 0.05% 181 +100 0.46% Q4 2025 Jan 28, 2026
Neuberger Berman Group LLC History Added to 21,586 13,440 0.01% 0.01% 182 +2,447 12.79% Q4 2025 Feb 13, 2026
Williams Jones Wealth Management, LLC. History Added to 21,330 13,281 0.15% 0.15% 183 +291 1.38% Q4 2025 Feb 13, 2026
GHP Investment Advisors, Inc. History Added to 21,039 13,100 0.54% 0.54% 184 +817 4.04% Q4 2025 Jan 27, 2026
WHITTIER TRUST CO History Added to 20,068 12,968 0.14% 0.14% 185 +685 3.53% Q4 2025 Jan 26, 2026
YCG, LLC History Added to 20,509 12,770 0.96% 0.96% 186 +138 0.68% Q4 2025 Feb 11, 2026
State of New Jersey Common Pension Fund D History Reduced 20,299 12,639 0.05% 0.05% 187 -435 -2.1% Q4 2025 Jan 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 20,288 12,632 0.03% 0.03% 188 +48 0.24% Q4 2025 Feb 10, 2026
PFA Pension, Forsikringsaktieselskab History New 19,726 12,455 0.04% — 189 +19,726 New Q4 2025 Feb 02, 2026
Advisors Asset Management, Inc. History Reduced 19,985 12,443 0.21% 0.22% 190 -962 -4.59% Q4 2025 Feb 12, 2026
Sagefield Capital LP History Added to 19,785 12,319 1.04% 0.95% 191 +6,375 47.54% Q4 2025 Feb 17, 2026
MARSICO CAPITAL MANAGEMENT LLC History New 19,533 12,162 0.34% — 192 +19,533 New Q4 2025 Feb 12, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 19,509 12,147 0.06% 0.06% 193 +895 4.81% Q4 2025 Feb 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 19,495 12,138 0.18% 0.25% 194 -8,118 -29.4% Q4 2025 Feb 12, 2026
GDS Wealth Management History Added to 19,138 11,916 0.75% 0.74% 195 +1,382 7.78% Q4 2025 Feb 02, 2026
Resona Asset Management Co.,Ltd. History Reduced 18,724 11,708 0.06% 0.06% 196 -806 -4.13% Q4 2025 Feb 06, 2026
CHILTON INVESTMENT CO INC. History Added to 18,681 11,631 0.24% 0.24% 197 +29 0.16% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 18,475 11,508 0.02% 0.02% 198 -1,250 -6.34% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Reduced 18,471 11,500 0.02% 0.02% 199 -240 -1.28% Q4 2025 Feb 02, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 18,319 11,406 0.01% 0.01% 200 -1,386 -7.03% Q4 2025 Feb 12, 2026
Assenagon Asset Management S.A. History Reduced 18,197 11,330 0.02% 0.03% 201 -12,336 -40.4% Q4 2025 Jan 09, 2026
JANE STREET GROUP, LLC History Reduced 18,173 11,315 0.0% 0.0% 202 -7,717 -29.81% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 18,050 11,239 0.04% 0.04% 203 -685 -3.66% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 17,723 11,035 0.02% 0.02% 204 -5,398 -23.35% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 17,282 10,760 0.01% 0.0% 205 +14,842 608.28% Q4 2025 Feb 13, 2026
Cercano Management LLC History No change 17,164 10,687 0.4% 0.41% 206 0 0.0% Q4 2025 Feb 10, 2026
Arizona State Retirement System History Reduced 16,577 10,321 0.06% 0.06% 207 -1,292 -7.23% Q4 2025 Jan 28, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 16,267 10,128 0.08% 0.08% 208 -1,318 -7.5% Q4 2025 Feb 17, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 16,134 10,045 0.02% 0.02% 209 -477 -2.87% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 16,046 9,991 0.04% 0.05% 210 -2,560 -13.76% Q4 2025 Feb 13, 2026
Shellback Capital, LP History New 15,920 9,912 0.95% — 211 +15,920 New Q4 2025 Feb 17, 2026
Czech National Bank History Added to 15,902 9,901 0.06% 0.07% 212 +585 3.82% Q4 2025 Jan 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 15,878 9,886 0.02% 0.01% 213 -78 -0.49% Q4 2025 Feb 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 15,837 9,861 0.05% 0.05% 214 -500 -3.06% Q4 2025 Jan 29, 2026
Focus Partners Wealth History Added to 15,511 9,666 0.01% 0.0% 215 +10,721 223.82% Q4 2025 Feb 13, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 15,389 9,582 0.14% 0.19% 216 +539 3.63% Q4 2025 Feb 06, 2026
Gotham Asset Management, LLC History Added to 14,885 9,268 0.03% 0.04% 217 +70 0.47% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 14,662 9,129 0.01% 0.01% 218 +556 3.94% Q4 2025 Feb 17, 2026
HARVEY CAPITAL MANAGEMENT INC History Reduced 14,602 9,092 1.94% 1.97% 219 -13 -0.09% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 14,463 9,005 0.02% 0.02% 220 +4,696 48.08% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 14,454 8,999 0.04% 0.05% 221 -506 -3.38% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 14,382 8,955 0.02% 0.01% 222 +3,554 32.82% Q4 2025 Mar 16, 2026
M&T BANK CORP History Added to 14,345 8,931 0.03% 0.03% 223 +55 0.38% Q4 2025 Jan 30, 2026
D.A. DAVIDSON & CO. History Reduced 14,335 8,925 0.05% 0.06% 224 -932 -6.1% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 14,028 8,734 0.04% 0.05% 225 -454 -3.13% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 13,963 8,694 0.01% 0.09% 226 -84,193 -85.77% Q4 2025 Feb 17, 2026
Socorro Asset Management LP History Reduced 13,894 8,651 3.35% 3.45% 227 -1,308 -8.6% Q4 2025 Feb 18, 2026
DnB Asset Management AS History Added to 13,193 8,214 0.03% 0.03% 228 +544 4.3% Q4 2025 Feb 05, 2026
SMA Capital LLC History New 13,000 8,094 3.87% — 229 +13,000 New Q4 2025 Feb 12, 2026
Turtle Creek Wealth Advisors, LLC History Added to 12,943 8,058 0.63% 0.63% 230 +1,740 15.53% Q4 2025 Jan 28, 2026
Retirement Systems of Alabama History Reduced 12,830 7,988 0.03% 0.03% 231 -35 -0.27% Q4 2025 Jan 15, 2026
Eurizon Capital SGR S.p.A. History New 12,647 7,877 0.02% — 232 +12,647 New Q4 2025 Feb 10, 2026
OpenArc Corporate Advisory, LLC History New 12,520 7,795 0.13% — 233 +12,520 New Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Added to 12,502 7,784 0.01% 0.02% 234 +716 6.08% Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History Added to 12,424 7,735 0.04% 0.05% 235 +31 0.25% Q4 2025 Feb 03, 2026
FORSTA AP-FONDEN History Reduced 12,320 7,671 0.05% 0.05% 236 -280 -2.22% Q4 2025 Feb 10, 2026
Renaissance Investment Group LLC History Reduced 12,317 7,669 1.55% 1.58% 237 -40 -0.32% Q4 2025 Jan 06, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 11,954 7,443 0.02% 0.01% 238 +7,791 187.15% Q4 2025 Feb 10, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 11,929 7,427 0.03% 0.03% 239 -150 -1.24% Q4 2025 Feb 12, 2026
COMERICA BANK History Reduced 11,871 7,391 0.03% 0.03% 240 -911 -7.13% Q4 2025 Jan 29, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 11,753 7,318 0.02% 0.02% 241 +1,778 17.82% Q4 2025 Jan 26, 2026
Mader & Shannon Wealth Management, Inc. History No change 11,601 7,311 3.58% 3.58% 242 0 0.0% Q4 2025 Jan 29, 2026
IFM Investors Pty Ltd History Added to 11,566 7,202 0.06% 0.06% 243 +804 7.47% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 11,475 7,145 0.04% 0.04% 244 +997 9.52% Q4 2025 Feb 11, 2026
Man Group plc History Reduced 11,424 7,113 0.01% 0.07% 245 -56,711 -83.23% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 11,278 7,022 0.05% 0.05% 246 -201 -1.75% Q4 2025 Feb 05, 2026
WASHINGTON TRUST BANK History Reduced 11,199 6,973 0.49% 0.53% 247 -351 -3.04% Q4 2025 Feb 04, 2026
BROWN ADVISORY INC History Added to 11,028 6,866 0.01% 0.01% 248 +3,480 46.1% Q4 2025 Feb 13, 2026
Ethic Inc. History Added to 10,744 6,690 0.1% 0.08% 249 +2,889 36.78% Q4 2025 Feb 03, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 10,683 6,651 0.04% 0.03% 250 +2,018 23.29% Q4 2025 Feb 13, 2026
USS Investment Management Ltd History No change 10,605 6,605 0.03% 0.03% 251 0 0.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 10,487 6,529 0.01% 0.01% 252 -176 -1.65% Q4 2025 Jan 30, 2026
WEIK CAPITAL MANAGEMENT History Reduced 10,474 6,521 2.44% 2.49% 253 -100 -0.95% Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Added to 10,429 6,493 0.13% 0.13% 254 +102 0.99% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 10,412 6,483 0.08% 0.07% 255 -221 -2.08% Q4 2025 Feb 02, 2026
Robbins Farley History Reduced 10,144 6,316 2.86% 2.85% 256 -738 -6.78% Q4 2025 Jan 23, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 10,065 6,267 0.07% 0.04% 257 +3,529 53.99% Q4 2025 Feb 10, 2026
Utah Retirement Systems History No change 9,897 6,162 0.06% 0.06% 258 0 0.0% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 9,872 6,146 0.02% 0.02% 259 +709 7.74% Q4 2025 Jan 15, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 9,624 5,992 0.02% — 260 +9,624 New Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Added to 9,435 5,874 0.01% 0.01% 261 +2,013 27.12% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 9,395 5,849 0.03% — 262 +9,395 New Q4 2025 Feb 04, 2026
Obion Capital Management LP History New 9,378 5,839 5.62% — 263 +9,378 New Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 9,351 5,823 0.01% 0.01% 264 +54 0.58% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 9,316 5,801 0.01% 0.01% 265 +3,728 66.71% Q4 2025 Jan 09, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 9,189 5,721 0.05% 0.05% 266 -471 -4.88% Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 8,898 5,540 0.07% 0.09% 267 +1,402 18.7% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 8,832 5,499 0.01% 0.01% 268 -670 -7.05% Q4 2025 Feb 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 8,755 5,451 0.05% 0.05% 269 -47 -0.53% Q4 2025 Feb 05, 2026
Cambridge Investment Research Advisors, Inc. History Added to 8,743 5,444 0.01% 0.01% 270 +97 1.12% Q4 2025 Feb 05, 2026
XPONANCE LLC History Added to 8,646 5,383 0.04% 0.04% 271 +521 6.41% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 8,056 5,331 0.01% 0.01% 272 +599 8.03% Q4 2025 Jan 08, 2026
PINEBRIDGE INVESTMENTS LLC History New 8,539 5,316 0.04% — 273 +8,539 New Q4 2025 Feb 12, 2026
CIBC WORLD MARKETS CORP History New 8,389 5,223 0.03% — 274 +8,389 New Q4 2025 Feb 12, 2026
LOUNTZIS ASSET MANAGEMENT, LLC History Reduced 8,360 5,205 1.85% 1.74% 275 -111 -1.31% Q4 2025 Feb 06, 2026
Vanguard Personalized Indexing Management, LLC History Added to 8,250 5,136 0.05% 0.05% 276 +334 4.22% Q4 2025 Feb 13, 2026
ALERUS FINANCIAL NA History Reduced 8,217 5,116 0.25% 0.26% 277 -9 -0.11% Q4 2025 Feb 13, 2026
Rakuten Investment Management, Inc. History Reduced 7,934 5,056 0.02% 0.01% 278 -10,090 -55.98% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 8,045 5,009 0.02% 0.02% 279 -409 -4.84% Q4 2025 Feb 02, 2026
Canal Capital Management, LLC History Added to 8,027 4,998 0.71% 0.73% 280 +305 3.95% Q4 2025 Jan 06, 2026
BESSEMER GROUP INC History Added to 7,982 4,970 0.01% 0.01% 281 +2,453 44.37% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 7,685 4,966 0.1% 0.09% 282 +926 13.7% Q4 2025 Jan 26, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 7,921 4,932 0.04% 0.04% 283 +112 1.43% Q4 2025 Feb 03, 2026
HB Wealth Management, LLC History Reduced 7,877 4,905 0.03% 0.03% 284 -131 -1.64% Q4 2025 Jan 28, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 7,828 4,874 0.02% 0.01% 285 +2,581 49.19% Q4 2025 Feb 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 7,657 4,767 0.02% 0.03% 286 +83 1.1% Q4 2025 Feb 17, 2026
SailingStone Capital Partners LLC History No change 7,620 4,744 1.18% 1.26% 287 0 0.0% Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History Added to 7,612 4,739 0.02% 0.01% 288 +1,827 31.58% Q4 2025 Feb 13, 2026
KBC Group NV History Reduced 7,544 4,697 0.01% 0.09% 289 -50,954 -87.1% Q4 2025 Jan 26, 2026
Vident Advisory, LLC History Added to 7,531 4,689 0.04% 0.01% 290 +5,207 224.05% Q4 2025 Feb 18, 2026
Tidal Investments LLC History Added to 7,510 4,676 0.01% 0.01% 291 +409 5.76% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 7,489 4,662 0.01% 0.01% 292 +2,597 53.09% Q4 2025 Feb 18, 2026
Southeast Asset Advisors, LLC History Added to 7,456 4,642 0.44% 0.48% 293 +424 6.03% Q4 2025 Feb 13, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 7,438 4,631 0.13% 0.15% 294 -905 -10.85% Q4 2025 Jan 12, 2026
Atria Investments, Inc History Reduced 7,316 4,555 0.05% 0.05% 295 -277 -3.65% Q4 2025 Feb 05, 2026
MITCHELL CAPITAL MANAGEMENT CO History Reduced 7,167 4,462 0.8% 1.15% 296 -3,456 -32.53% Q4 2025 Feb 10, 2026
ARS Investment Partners, LLC History Reduced 7,061 4,396 0.26% 0.29% 297 -18 -0.25% Q4 2025 Feb 05, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 7,044 4,394 0.03% 0.01% 298 +5,417 332.94% Q4 2025 Feb 17, 2026
Bluegrass Capital Partners LP History Reduced 7,000 4,358 2.6% 10.72% 299 -19,000 -73.08% Q4 2025 Feb 06, 2026
Avanza Fonder AB History Added to 6,929 4,314 0.11% 0.09% 300 +1,198 20.9% Q4 2025 Jan 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 6,897 4,294 0.05% 0.06% 301 0 0.0% Q4 2025 Feb 04, 2026
OP Asset Management Ltd History Added to 6,860 4,271 0.05% 0.05% 302 +97 1.43% Q4 2025 Apr 21, 2026
Red Spruce Capital, LLC History Added to 6,739 4,196 1.67% 1.7% 303 +130 1.97% Q4 2025 Jan 06, 2026
Mediolanum International Funds Ltd History No change 6,488 4,096 0.04% 0.04% 304 0 0.0% Q4 2025 Feb 09, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 6,484 4,090 0.04% 0.05% 305 -326 -4.79% Q4 2025 Jan 21, 2026
Transamerica Financial Advisors, LLC History Reduced 6,550 4,078 0.34% 0.36% 306 -265 -3.89% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Added to 6,369 4,013 0.0% 0.0% 307 +413 6.93% Q4 2025 Feb 18, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 6,341 3,948 0.0% — 308 +6,341 New Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 6,333 3,943 0.01% 0.01% 309 +578 10.04% Q4 2025 Jan 30, 2026
Sanctuary Advisors, LLC History Added to 6,263 3,899 0.02% 0.01% 310 +1,668 36.3% Q4 2025 Jan 29, 2026
Concorde Financial Corp History Reduced 5,847 3,876 3.0% 2.1% 312 -169 -2.81% Q4 2025 Feb 17, 2026
Mill Capital Management, LLC History No change 6,225 3,876 0.28% 0.29% 311 0 0.0% Q4 2025 Feb 11, 2026
Summit Place Financial Advisors, LLC History Reduced 6,205 3,863 1.87% 1.87% 313 -75 -1.19% Q4 2025 Feb 02, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 6,062 3,809 0.0% 0.01% 314 -3,630 -37.45% Q4 2025 Jan 08, 2026
Miller Capital Partners, Inc. History New 6,066 3,777 1.9% — 315 +6,066 New Q4 2025 Feb 17, 2026
Ilmarinen Mutual Pension Insurance Co History No change 6,000 3,736 0.03% 0.03% 316 0 0.0% Q4 2025 Feb 10, 2026
WOLVERINE ASSET MANAGEMENT LLC History Added to 6,000 3,735 0.03% 0.01% 317 +4,000 200.0% Q4 2025 Feb 02, 2026
Dockside LLC History New 5,986 3,727 0.96% — 318 +5,986 New Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 5,985 3,726 0.04% 0.04% 319 -465 -7.21% Q4 2025 Jan 23, 2026
NewEdge Wealth, LLC History Added to 5,970 3,717 0.04% 0.05% 320 +297 5.24% Q4 2025 Feb 03, 2026
Skylands Capital, LLC History No change 5,945 3,701 0.5% 0.52% 321 0 0.0% Q4 2025 Jan 30, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,902 3,675 0.01% 0.01% 322 0 0.0% Q4 2025 Feb 13, 2026
UniSuper Management Pty Ltd History Reduced 5,902 3,674 0.02% 0.02% 323 -443 -6.98% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 5,888 3,665 0.03% 0.03% 324 +675 12.95% Q4 2025 Feb 12, 2026
B & T Capital Management DBA Alpha Capital Management History Added to 5,868 3,653 0.51% 0.58% 325 +62 1.07% Q4 2025 Feb 13, 2026
Apella Capital, LLC History Reduced 5,855 3,645 0.07% 0.1% 326 -1,386 -19.14% Q4 2025 Jan 21, 2026
AMICA MUTUAL INSURANCE CO History No change 5,837 3,634 0.32% 0.34% 327 0 0.0% Q4 2025 Feb 10, 2026
Kestra Advisory Services, LLC History Added to 5,731 3,568 0.01% 0.02% 328 +47 0.83% Q4 2025 Feb 13, 2026
Diversified Trust Co History Added to 5,730 3,567 0.07% 0.07% 329 +2 0.03% Q4 2025 Jan 09, 2026
CWM, LLC History Reduced 5,685 3,540 0.01% 0.01% 330 -620 -9.83% Q4 2025 Jan 26, 2026
MACQUARIE GROUP LTD History Reduced 5,666 3,527 0.02% 0.15% 331 -196,207 -97.19% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 5,521 3,437 0.02% 0.02% 332 +76 1.4% Q4 2025 Jan 27, 2026
Tredje AP-fonden History New 5,468 3,404 0.03% — 333 +5,468 New Q4 2025 Feb 06, 2026
Baird Financial Group, Inc. History Added to 5,414 3,371 0.01% 0.0% 334 +1,028 23.44% Q4 2025 Feb 13, 2026
Myriad Asset Management Advisors LLC History New 5,404 3,364 1.04% — 335 +5,404 New Q4 2025 Feb 11, 2026
ADAMS NATURAL RESOURCES FUND, INC. History No change 5,400 3,362 0.51% 0.52% 336 0 0.0% Q4 2025 Feb 13, 2026
True North Advisors, LLC History Reduced 5,360 3,337 0.43% 0.54% 337 -19 -0.35% Q4 2025 Jan 22, 2026
Evelyn Partners Investment Management LLP History Reduced 5,233 3,258 0.09% 0.09% 338 -52 -0.98% Q4 2025 Feb 13, 2026
Investment Management Corp of Ontario History Added to 5,207 3,242 0.04% 0.04% 339 +1,334 34.44% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Reduced 5,051 3,145 0.01% 0.01% 340 -85 -1.65% Q4 2025 Feb 13, 2026
Candriam S.C.A. History Added to 5,035 3,135 0.02% 0.02% 341 +388 8.35% Q4 2025 Feb 13, 2026
Aviso Financial Inc. History Added to 5,029 3,131 0.12% 0.12% 342 +255 5.34% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Reduced 5,018 3,124 0.0% 0.01% 343 -8,711 -63.45% Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 5,000 3,113 0.02% — 344 +5,000 New Q4 2025 Feb 05, 2026
BISLETT MANAGEMENT, LLC History No change 5,000 3,113 2.36% 2.28% 345 0 0.0% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 4,961 3,088 0.06% 0.06% 346 +266 5.67% Q4 2025 Jan 16, 2026
Pacer Advisors, Inc. History Reduced 4,947 3,080 0.01% 0.01% 347 -609 -10.96% Q4 2025 Feb 24, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History Added to 4,815 2,998 0.76% 0.66% 348 +408 9.26% Q4 2025 Feb 12, 2026
Huntleigh Advisors, Inc. History Added to 4,742 2,952 0.5% 0.49% 349 +158 3.45% Q4 2025 Jan 29, 2026
Jackson Hole Capital Partners, LLC History Reduced 4,691 2,920 0.5% 0.51% 350 -2 -0.04% Q4 2025 Jan 30, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 4,675 2,910 1.35% 1.4% 351 -100 -2.09% Q4 2025 Jan 22, 2026
ALLSTATE CORP History Added to 4,614 2,872 0.04% 0.03% 352 +2,201 91.21% Q4 2025 Feb 09, 2026
Concentric Capital Strategies, LP History Reduced 4,519 2,813 0.14% 0.85% 353 -25,628 -85.01% Q4 2025 Feb 17, 2026
Harbor Advisors LLC History No change 4,500 2,801 0.42% 0.44% 354 0 0.0% Q4 2025 Jan 30, 2026
Atlantic Union Bankshares Corp History Added to 4,489 2,795 0.05% 0.05% 355 +672 17.61% Q4 2025 Feb 04, 2026
&PARTNERS History Added to 4,469 2,783 0.01% 0.02% 356 +594 15.33% Q4 2025 Feb 17, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Reduced 4,464 2,779 0.27% 0.28% 357 -92 -2.02% Q4 2025 Jan 21, 2026
Gallo Partners, LP History Reduced 4,460 2,777 2.45% 2.7% 358 -1,287 -22.39% Q4 2025 Feb 17, 2026
MIZUHO SECURITIES USA LLC History Reduced 4,391 2,736 0.05% 0.05% 359 -1 -0.02% Q4 2025 Feb 09, 2026
Capital Wealth Planning, LLC History New 4,325 2,693 0.02% — 360 +4,325 New Q4 2025 Feb 11, 2026
Raiffeisen Bank International AG History Added to 4,212 2,659 0.03% 0.03% 361 +500 13.47% Q4 2025 Feb 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 4,241 2,640 0.01% 0.01% 362 +148 3.62% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 4,163 2,591 0.01% 0.01% 363 +337 8.81% Q4 2025 Feb 13, 2026
GKV Capital Management Co., Inc. History Added to 4,162 2,591 0.97% 1.01% 364 +116 2.87% Q4 2025 Feb 10, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 4,150 2,584 0.28% 0.15% 365 +2,000 93.02% Q4 2025 Feb 06, 2026
CULTIVAR CAPITAL, INC. History No change 4,147 2,582 1.65% 1.74% 366 0 0.0% Q4 2025 Jan 09, 2026
Mattson Financial Services, LLC History Added to 4,125 2,568 0.6% 0.61% 367 +68 1.68% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 4,086 2,544 0.03% 0.03% 368 +182 4.66% Q4 2025 Feb 09, 2026
Sage Investment Advisers LLC History New 4,085 2,543 1.91% — 369 +4,085 New Q4 2025 Feb 10, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 4,031 2,542 0.01% 0.01% 370 -572 -12.43% Q4 2025 Feb 05, 2026
Lipe & Dalton History Reduced 3,963 2,468 1.22% 1.25% 371 -50 -1.25% Q4 2025 Jan 26, 2026
Third View Private Wealth, LLC History New 3,887 2,420 0.33% — 373 +3,887 New Q4 2025 Jan 23, 2026
Delta Global Management LP History Reduced 3,887 2,420 0.18% 0.19% 372 -155 -3.83% Q4 2025 Feb 18, 2026
CHOREO, LLC History Added to 3,813 2,410 0.03% 0.03% 374 +554 17.0% Q4 2025 Jan 23, 2026
SANDLER CAPITAL MANAGEMENT History Reduced 3,799 2,365 0.77% 0.86% 375 -845 -18.2% Q4 2025 Feb 17, 2026
Magnetar Financial LLC History New 3,784 2,356 0.02% — 376 +3,784 New Q4 2025 Feb 17, 2026
Kentucky Retirement Systems History No change 3,765 2,344 0.06% 0.07% 377 0 0.0% Q4 2025 Feb 10, 2026
Jefferies Financial Group Inc. History Added to 3,764 2,343 0.01% 0.0% 378 +3,208 576.98% Q4 2025 Feb 09, 2026
Weaver Capital Management LLC History Added to 3,755 2,337 0.49% 0.51% 379 +5 0.13% Q4 2025 Jan 22, 2026
PINNACLE ASSOCIATES LTD History Added to 3,751 2,335 0.03% 0.03% 380 +14 0.37% Q4 2025 Feb 05, 2026
Numerai GP LLC History Reduced 3,728 2,321 0.28% 0.34% 381 -64 -1.69% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 3,713 2,311 0.01% 0.02% 382 -5,635 -60.28% Q4 2025 Feb 12, 2026
New Republic Capital, LLC History New 3,710 2,310 0.62% — 383 +3,710 New Q4 2025 Feb 10, 2026
NEOS Investment Management LLC History Reduced 3,652 2,273 0.01% 0.02% 384 -210 -5.44% Q4 2025 Feb 17, 2026
RD Lewis Holdings, Inc. History Added to 3,411 2,261 1.93% 1.95% 385 +22 0.65% Q4 2025 Feb 06, 2026
Generali Asset Management SPA SGR History Added to 3,607 2,245 0.05% 0.05% 386 +178 5.19% Q4 2025 Feb 03, 2026
Hudson Canyon Capital Management History No change 3,603 2,243 1.31% 1.28% 387 0 0.0% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 3,589 2,234 0.01% 0.01% 388 +215 6.37% Q4 2025 Feb 18, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 3,572 2,224 0.01% 0.01% 389 +271 8.21% Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History Reduced 3,555 2,213 0.04% 0.03% 390 -177 -4.74% Q4 2025 Feb 13, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 3,471 2,161 0.06% 0.07% 391 -46 -1.31% Q4 2025 Feb 04, 2026
Arkadios Wealth Advisors History Added to 3,453 2,150 0.04% 0.05% 392 +233 7.24% Q4 2025 Feb 13, 2026
Norinchukin Bank, The History Added to 3,447 2,146 0.03% 0.03% 393 +197 6.06% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History Added to 3,354 2,137 0.1% 0.13% 394 +1,607 91.99% Q4 2025 Feb 12, 2026
Crossmark Global Holdings, Inc. History Added to 3,356 2,089 0.03% 0.02% 395 +949 39.43% Q4 2025 Feb 03, 2026
ASR Vermogensbeheer N.V. History Added to 3,311 2,061 0.02% 0.01% 396 +1,799 118.98% Q4 2025 Feb 03, 2026
HUNTINGTON NATIONAL BANK History Added to 3,282 2,043 0.01% 0.01% 397 +89 2.79% Q4 2025 Feb 09, 2026
Bryn Mawr Trust Advisors, LLC History No change 3,248 2,022 0.1% 0.1% 398 0 0.0% Q4 2025 Feb 04, 2026
Osmosis Investment Management UK Ltd History New 3,238 2,016 0.05% — 399 +3,238 New Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 3,183 1,982 0.09% 0.18% 400 +105 3.41% Q4 2025 Feb 17, 2026
Argent Trust Co History Reduced 3,161 1,968 0.07% 0.07% 401 -8 -0.25% Q4 2025 Feb 10, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 3,151 1,961 0.02% 0.02% 402 +435 16.02% Q4 2025 Feb 02, 2026
Schear Investment Advisers, LLC History Added to 3,149 1,960 0.84% 0.77% 403 +418 15.31% Q4 2025 Jan 28, 2026
Louisiana State Employees Retirement System History Reduced 3,100 1,930 0.03% 0.03% 404 -100 -3.13% Q4 2025 Jan 16, 2026
Allspring Global Investments Holdings, LLC History Reduced 3,030 1,922 0.0% 0.0% 405 -23 -0.75% Q4 2025 Jan 15, 2026
Callan Family Office, LLC History Added to 3,085 1,920 0.04% 0.05% 406 +835 37.11% Q4 2025 Feb 12, 2026
Harfst & Associates, Inc. History Reduced 3,054 1,901 0.34% 0.36% 408 -79 -2.52% Q4 2025 Feb 10, 2026
Baker Avenue Asset Management, LP History Added to 3,054 1,901 0.04% 0.05% 407 +2 0.07% Q4 2025 Feb 10, 2026
MONTAG A & ASSOCIATES INC History Reduced 3,040 1,893 0.09% 0.14% 409 -1,693 -35.77% Q4 2025 Feb 02, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History No change 3,021 1,881 0.08% 0.09% 410 0 0.0% Q4 2025 Feb 04, 2026
17 CAPITAL PARTNERS, LLC History No change 3,013 1,876 0.97% 1.03% 411 0 0.0% Q4 2025 Feb 13, 2026
Gulf International Bank (UK) Ltd History No change 3,011 1,875 0.06% 0.06% 412 0 0.0% Q4 2025 Feb 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 3,001 1,868 0.21% 0.22% 413 0 0.0% Q4 2025 Jan 22, 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna History Reduced 2,962 1,844 0.7% 0.9% 414 -600 -16.84% Q4 2025 Feb 11, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 2,960 1,843 0.42% 0.44% 415 +40 1.37% Q4 2025 Jan 23, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 2,958 1,842 0.03% 0.03% 416 -201 -6.36% Q4 2025 Feb 09, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Reduced 2,953 1,839 1.23% 1.34% 417 -320 -9.78% Q4 2025 Jan 26, 2026
REGIONS FINANCIAL CORP History Reduced 2,945 1,833 0.01% 0.01% 418 -384 -11.53% Q4 2025 Jan 27, 2026
Maryland State Retirement & Pension System History No change 2,942 1,831 0.04% 0.04% 419 0 0.0% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 2,921 1,818 0.08% 0.08% 420 +6 0.21% Q4 2025 Feb 09, 2026
EVENTIDE ASSET MANAGEMENT, LLC History New 2,890 1,803 0.03% — 421 +2,890 New Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History Reduced 2,882 1,794 0.03% 0.03% 422 -18 -0.62% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,863 1,782 0.0% 0.0% 423 +264 10.16% Q4 2025 Feb 17, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History New 2,831 1,762 0.23% — 424 +2,831 New Q4 2025 Feb 10, 2026
Apollon Wealth Management, LLC History Added to 2,809 1,749 0.03% 0.03% 425 +46 1.66% Q4 2025 Jan 22, 2026
TEMA ETFS LLC History Reduced 2,796 1,740 0.14% 0.16% 426 -210 -6.99% Q4 2025 Jan 16, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 2,750 1,712 0.05% 0.05% 427 0 0.0% Q4 2025 Feb 10, 2026
COMMERCE BANK History Added to 2,714 1,689 0.01% 0.01% 428 +252 10.24% Q4 2025 Feb 13, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 2,712 1,688 0.23% 0.18% 429 +686 33.86% Q4 2025 Jan 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,691 1,675 0.02% 0.02% 430 0 0.0% Q4 2025 Jan 22, 2026
AlphaQuest LLC History Reduced 2,647 1,648 0.09% 0.23% 431 -2,871 -52.03% Q4 2025 Feb 09, 2026
Alpha Omega Wealth Management LLC History Reduced 2,637 1,641 0.27% 0.28% 432 -35 -1.31% Q4 2025 Jan 22, 2026
Jump Financial, LLC History Added to 2,618 1,630 0.02% 0.01% 433 +1,448 123.76% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Added to 2,608 1,624 0.03% 0.04% 434 +4 0.15% Q4 2025 Jan 28, 2026
Aptus Capital Advisors, LLC History Added to 2,605 1,622 0.01% 0.01% 435 +53 2.08% Q4 2025 Feb 13, 2026
MADDEN SECURITIES Corp History Reduced 2,600 1,618 0.49% 0.53% 436 -150 -5.45% Q4 2025 Feb 04, 2026
Metis Global Partners, LLC History Reduced 2,586 1,610 0.04% 0.04% 437 -122 -4.51% Q4 2025 Feb 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 2,578 1,605 0.01% 0.01% 438 -161 -5.88% Q4 2025 Jan 30, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 2,517 1,566 0.02% 0.03% 439 -584 -18.83% Q4 2025 Feb 09, 2026
Swedbank AB History No change 2,507 1,561 0.0% 0.0% 440 0 0.0% Q4 2025 Feb 09, 2026
Accretive Wealth Partners, LLC History Reduced 2,502 1,558 0.46% 0.48% 441 -18 -0.71% Q4 2025 Jan 28, 2026
MUFG Securities EMEA plc History Added to 2,475 1,541 0.02% 0.02% 442 +1,321 114.47% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 2,467 1,536 0.01% — 443 +2,467 New Q4 2025 Feb 18, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 2,464 1,534 0.39% 0.39% 444 -203 -7.61% Q4 2025 Feb 06, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 2,441 1,520 0.01% 0.01% 445 +7 0.29% Q4 2025 Feb 11, 2026
Capital Investment Counsel, Inc History Reduced 2,406 1,498 0.18% 0.19% 446 -17 -0.7% Q4 2025 Jan 23, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 2,403 1,496 0.04% 0.07% 447 -2,097 -46.6% Q4 2025 Feb 17, 2026
BRANDYWINE TRUST CO History No change 2,400 1,494 0.26% 0.23% 448 0 0.0% Q4 2025 Feb 13, 2026
InTrack Investment Management Inc History Added to 2,390 1,488 0.83% 0.8% 449 +274 12.95% Q4 2025 Jan 14, 2026
Brown Financial Advisors History Added to 2,391 1,488 0.54% 0.55% 450 +33 1.4% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History Reduced 2,387 1,486 0.02% 0.02% 451 -4 -0.17% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 2,384 1,484 0.0% 0.0% 452 -3 -0.13% Q4 2025 Feb 13, 2026
Portfolio Design Labs, LLC History Added to 2,383 1,483 0.24% 0.25% 453 +43 1.84% Q4 2025 Feb 11, 2026
Hudson Value Partners, LLC History No change 2,350 1,482 0.44% 0.46% 454 0 0.0% Q4 2025 Jan 28, 2026
Simmons Bank History Reduced 2,362 1,470 0.1% 0.11% 455 -302 -11.34% Q4 2025 Feb 05, 2026
Symmetry Investments LP History Reduced 2,360 1,469 0.13% 0.21% 457 -4,743 -66.77% Q4 2025 Feb 17, 2026
AXA S.A. History Reduced 2,360 1,469 0.7% 0.75% 456 -25 -1.05% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 2,357 1,467 0.07% 0.07% 458 +383 19.4% Q4 2025 Jan 05, 2026
Meeder Advisory Services, Inc. History Added to 2,338 1,455 0.06% 0.07% 459 +93 4.14% Q4 2025 Feb 11, 2026
Ascent Group, LLC History Added to 2,334 1,453 0.05% 0.05% 460 +47 2.06% Q4 2025 Jan 20, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 2,325 1,437 0.19% 0.2% 461 +14 0.61% Q4 2025 Jan 21, 2026
Tower Research Capital LLC (TRC) History Added to 2,265 1,410 0.03% 0.02% 462 +864 61.67% Q4 2025 Feb 17, 2026
JSF Financial, LLC History Reduced 2,260 1,407 0.29% 0.32% 463 -11 -0.48% Q4 2025 Feb 04, 2026
Main Street Financial Solutions, LLC History Reduced 2,258 1,406 0.11% 0.09% 464 -5 -0.22% Q4 2025 Feb 17, 2026
1900 WEALTH MANAGEMENT LLC History Added to 2,248 1,399 0.09% 0.08% 465 +329 17.14% Q4 2025 Jan 20, 2026
Merit Financial Group, LLC History Added to 2,241 1,395 0.01% 0.01% 466 +387 20.87% Q4 2025 Jan 26, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 2,218 1,381 0.01% 0.01% 467 -428 -16.18% Q4 2025 Jan 28, 2026
OMERS ADMINISTRATION Corp History Reduced 2,209 1,375 0.01% 0.01% 468 -1,000 -31.16% Q4 2025 Feb 13, 2026
STANCE CAPITAL LLC History New 2,208 1,374 0.51% — 469 +2,208 New Q4 2025 Mar 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,186 1,361 0.04% 0.04% 470 +17 0.78% Q4 2025 Feb 13, 2026
Stablepoint Partners, LLC History Reduced 2,170 1,351 0.21% 0.22% 471 -70 -3.13% Q4 2025 Jan 13, 2026
IEQ CAPITAL, LLC History Reduced 2,169 1,350 0.0% 0.0% 472 -26 -1.18% Q4 2025 Feb 13, 2026
NATIXIS History Reduced 2,152 1,339 0.0% 0.03% 473 -9,466 -81.48% Q4 2025 Feb 13, 2026
Empirical Finance, LLC History Reduced 2,135 1,329 0.06% 0.07% 474 -86 -3.87% Q4 2025 Feb 12, 2026
Gilbert & Cook, Inc. History Added to 2,135 1,329 0.17% 0.17% 475 +48 2.3% Q4 2025 Jan 07, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 2,124 1,322 0.05% 0.05% 476 +90 4.42% Q4 2025 Jan 27, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 2,109 1,313 0.0% 0.0% 477 +139 7.06% Q4 2025 Jan 22, 2026
Huber Capital Management LLC History No change 2,092 1,302 0.19% 0.21% 478 0 0.0% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History New 2,073 1,290 0.0% — 479 +2,073 New Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 2,071 1,289 0.01% 0.01% 480 +355 20.69% Q4 2025 Feb 10, 2026
E. Ohman J:or Asset Management AB History Reduced 2,060 1,282 0.03% 0.04% 481 -401 -16.29% Q4 2025 Jan 12, 2026
North Dakota State Investment Board History New 2,056 1,280 0.05% — 482 +2,056 New Q4 2025 Feb 05, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 1,996 1,242 0.0% 0.02% 483 -5,902 -74.73% Q4 2025 Jan 28, 2026
PRINCIPAL SECURITIES, INC. History Added to 1,973 1,228 0.02% 0.02% 484 +117 6.3% Q4 2025 Feb 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 1,970 1,226 0.02% 0.01% 486 +896 83.43% Q4 2025 Feb 19, 2026
MARK ASSET MANAGEMENT LP History Added to 1,970 1,226 0.08% 0.09% 485 +14 0.72% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 1,920 1,209 0.0% 0.0% 487 +15 0.79% Q4 2025 Feb 10, 2026
First American Bank History No change 1,937 1,206 0.07% 0.08% 488 0 0.0% Q4 2025 Jan 20, 2026
Savant Capital, LLC History Added to 1,935 1,204 0.01% 0.01% 489 +49 2.6% Q4 2025 Feb 10, 2026
Aster Capital Management (DIFC) Ltd History New 1,933 1,203 0.53% — 490 +1,933 New Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 1,928 1,200 0.01% 0.02% 491 +7 0.36% Q4 2025 Feb 05, 2026
Allianz Asset Management GmbH History Reduced 1,924 1,197 0.0% 0.0% 492 -657 -25.46% Q4 2025 Feb 11, 2026
LBP AM SA History No change 1,917 1,193 0.01% 0.01% 493 0 0.0% Q4 2025 Jan 26, 2026
Trust Investment Advisors History Added to 1,898 1,181 0.63% 0.64% 494 +93 5.15% Q4 2025 Jan 20, 2026
Smartleaf Asset Management LLC History Added to 1,869 1,180 0.04% 0.07% 495 +157 9.17% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Reduced 1,888 1,175 0.07% 0.07% 496 -279 -12.87% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 1,882 1,171 0.0% — 497 +1,882 New Q4 2025 Feb 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 1,842 1,147 0.01% 0.01% 498 +887 92.88% Q4 2025 Jan 29, 2026
Busey Bank History Reduced 1,834 1,141 0.03% 0.03% 499 -53 -2.81% Q4 2025 Jan 27, 2026
Curated Wealth Partners LLC History Added to 1,821 1,133 0.12% 0.12% 500 +251 15.99% Q4 2025 Jan 12, 2026
NVWM, LLC History Reduced 1,799 1,120 0.24% 0.26% 501 -71 -3.8% Q4 2025 Jan 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 1,797 1,119 0.01% 0.01% 502 -394 -17.98% Q4 2025 Feb 17, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 1,790 1,114 0.01% — 504 +1,790 New Q4 2025 Feb 11, 2026
GUGGENHEIM CAPITAL LLC History Added to 1,790 1,114 0.01% 0.01% 503 +1 0.06% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,788 1,113 0.01% 0.01% 505 -638 -26.3% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 1,784 1,110 0.02% 0.01% 506 +867 94.55% Q4 2025 Feb 06, 2026
MAI Capital Management History Reduced 1,780 1,108 0.01% 0.01% 507 -104 -5.52% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Reduced 1,775 1,105 0.01% 0.02% 508 -183 -9.35% Q4 2025 Feb 02, 2026
Ironsides Asset Advisors, LLC History No change 1,773 1,103 0.28% 0.29% 509 0 0.0% Q4 2025 Feb 12, 2026
CASTLEARK MANAGEMENT LLC History New 1,760 1,095 0.03% — 510 +1,760 New Q4 2025 Feb 13, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 1,752 1,090 0.28% 0.3% 511 0 0.0% Q4 2025 Feb 06, 2026
Waverly Advisors, LLC History Reduced 1,728 1,076 0.01% 0.01% 512 -123 -6.65% Q4 2025 Feb 17, 2026
Argyle Capital Partners, LLC History No change 1,702 1,059 0.77% 0.77% 513 0 0.0% Q4 2025 Feb 17, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 1,693 1,054 0.04% 0.05% 514 -1,236 -42.2% Q4 2025 Feb 04, 2026
Qsemble Capital Management, LP History New 1,648 1,026 0.08% — 515 +1,648 New Q4 2025 Feb 05, 2026
MUFG SECURITIES AMERICAS INC. History Reduced 1,625 1,011 0.06% 0.07% 516 -2 -0.12% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 1,615 1,005 0.11% 0.08% 517 +462 40.07% Q4 2025 Feb 11, 2026
Polymer Capital Management (US) LLC History New 1,600 996 0.1% — 518 +1,600 New Q4 2025 Feb 17, 2026
SevenBridge Financial Group, LLC History No change 1,522 992 0.16% 0.15% 519 0 0.0% Q4 2025 Feb 02, 2026
SIMON QUICK ADVISORS, LLC History Reduced 1,583 985 0.04% 0.1% 520 -1,796 -53.15% Q4 2025 Jan 29, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 1,578 982 0.06% 0.07% 521 0 0.0% Q4 2025 Feb 10, 2026
Wahed Invest LLC History Reduced 1,577 981 0.13% 0.14% 522 -63 -3.84% Q4 2025 Feb 18, 2026
NOMURA HOLDINGS INC History Reduced 1,564 973 0.0% 0.0% 523 -1,528 -49.42% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History Reduced 1,556 968 0.07% 0.07% 524 -1 -0.06% Q4 2025 Feb 12, 2026
Worthington Financial Partners, LLC History New 1,553 966 0.86% — 525 +1,553 New Q4 2025 Mar 05, 2026
BENJAMIN EDWARDS INC History Added to 1,542 960 0.01% 0.01% 526 +2 0.13% Q4 2025 Feb 02, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 1,526 950 0.05% 0.03% 527 +764 100.26% Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History Added to 1,517 944 0.01% 0.01% 528 +31 2.09% Q4 2025 Feb 06, 2026
Laird Norton Wetherby Trust Company, LLC History New 1,502 935 0.02% — 529 +1,502 New Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History No change 1,489 927 0.03% 0.03% 530 0 0.0% Q4 2025 Feb 10, 2026
CHESAPEAKE CAPITAL CORP /IL/ History Added to 1,488 926 0.77% 0.83% 531 +13 0.88% Q4 2025 Feb 03, 2026
V-Square Quantitative Management LLC History New 1,487 925 0.1% — 532 +1,487 New Q4 2025 Jan 22, 2026
Canada Post Corp Registered Pension Plan History Added to 1,487 925 0.04% 0.03% 533 +320 27.42% Q4 2025 Feb 05, 2026
AlTi Global, Inc. History Reduced 1,478 920 0.02% 0.02% 535 -21 -1.4% Q4 2025 Feb 13, 2026
Ballentine Partners, LLC History Added to 1,479 920 0.01% 0.01% 534 +2 0.14% Q4 2025 Feb 03, 2026
Qtron Investments LLC History No change 1,471 915 0.12% 0.11% 536 0 0.0% Q4 2025 Feb 12, 2026
FAYEZ SAROFIM & CO History No change 1,468 914 0.0% 0.0% 537 0 0.0% Q4 2025 Feb 13, 2026
Global Trust Asset Management, LLC History Reduced 1,459 908 0.36% 0.45% 538 -133 -8.35% Q4 2025 Jan 20, 2026
SVB WEALTH LLC History Reduced 1,441 897 0.05% 0.05% 539 -6 -0.41% Q4 2025 Feb 04, 2026
SIGNATUREFD, LLC History Added to 1,437 895 0.01% 0.01% 540 +167 13.15% Q4 2025 Jan 20, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 1,436 894 0.14% 0.15% 541 -8 -0.55% Q4 2025 Feb 06, 2026
Colonial Trust Advisors History No change 1,404 874 0.07% 0.07% 542 0 0.0% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Added to 1,395 869 0.01% 0.01% 543 +52 3.87% Q4 2025 Jan 05, 2026
Signature Wealth Management Partners, LLC History No change 1,396 869 0.43% 0.46% 544 0 0.0% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Reduced 1,390 865 0.02% 0.02% 545 -19 -1.35% Q4 2025 Feb 11, 2026
SYON CAPITAL LLC History Added to 1,375 856 0.04% 0.04% 546 +166 13.73% Q4 2025 Feb 11, 2026
Forum Financial Management, LP History Reduced 1,370 853 0.01% 0.01% 547 -4 -0.29% Q4 2025 Jan 27, 2026
Colonial River Investments, LLC History Added to 1,358 845 0.3% 0.11% 548 +884 186.5% Q4 2025 Feb 04, 2026
Empire Financial Management Company, LLC History No change 1,352 841 0.18% 0.2% 549 0 0.0% Q4 2025 Feb 12, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 1,333 830 0.13% 0.13% 550 0 0.0% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 1,332 829 0.01% 0.01% 551 +353 36.06% Q4 2025 Jan 29, 2026
EP Wealth Advisors, LLC History New 1,330 827 0.0% — 552 +1,330 New Q4 2025 Feb 18, 2026
Banque Cantonale Vaudoise History Added to 1,322 823 0.03% 0.03% 553 +8 0.61% Q4 2025 Feb 06, 2026
First National Bank of Hutchinson History Reduced 1,307 813 0.48% 0.7% 554 -778 -37.31% Q4 2025 Jan 29, 2026
Marnell Management LLC History New 1,295 806 0.39% — 555 +1,295 New Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 1,293 805 0.03% 0.02% 556 +438 51.23% Q4 2025 Jan 14, 2026
Beacon Pointe Advisors, LLC History Added to 1,290 803 0.01% 0.0% 557 +581 81.95% Q4 2025 Feb 18, 2026
Supplemental Annuity Collective Trust of NJ History No change 1,270 790 0.2% 0.21% 558 0 0.0% Q4 2025 Jan 29, 2026
PROFUND ADVISORS LLC History Reduced 1,267 788 0.02% 0.03% 559 -139 -9.89% Q4 2025 Feb 06, 2026
Vestcor Inc History No change 1,266 788 0.02% 0.02% 560 0 0.0% Q4 2025 Feb 11, 2026
Checchi Capital Advisers, LLC History Reduced 1,261 785 0.04% 0.04% 561 -5 -0.39% Q4 2025 Jan 27, 2026
Kapstone Financial Advisors LLC History Reduced 1,258 783 0.39% 0.38% 562 -34 -2.63% Q4 2025 Feb 05, 2026
STRATEGY ASSET MANAGERS LLC History No change 1,232 767 0.13% 0.14% 563 0 0.0% Q4 2025 Feb 11, 2026
Crewe Advisors LLC History Reduced 1,226 763 0.07% 0.08% 564 -135 -9.92% Q4 2025 Jan 16, 2026
Lighthouse Investment Partners, LLC History Reduced 1,220 759 0.02% 0.03% 565 -575 -32.03% Q4 2025 Feb 17, 2026
Bridgewealth Advisory Group, LLC History Added to 1,208 751 0.17% 0.18% 566 +2 0.17% Q4 2025 Feb 04, 2026
Paladin Wealth, LLC History Reduced 1,196 744 0.51% 0.56% 567 -40 -3.24% Q4 2025 Jan 15, 2026
GREENLEAF TRUST History Added to 1,194 743 0.01% 0.01% 568 +62 5.48% Q4 2025 Jan 21, 2026
EVOLVE PRIVATE WEALTH, LLC History New 1,193 742 0.04% — 569 +1,193 New Q4 2025 Feb 17, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 1,189 740 0.14% 0.11% 570 -28 -2.3% Q4 2025 Feb 02, 2026
Siemens Fonds Invest GmbH History Reduced 1,165 735 0.04% 0.06% 571 -517 -30.74% Q4 2025 Feb 17, 2026
TOBAM History Added to 1,172 730 0.18% 0.02% 572 +1,086 1262.79% Q4 2025 Mar 02, 2026
Calydon Capital History No change 1,173 730 0.12% 0.12% 573 0 0.0% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 1,167 726 0.0% 0.0% 574 +66 5.99% Q4 2025 Feb 17, 2026
O'Brien Greene & Co. Inc History Reduced 1,158 721 0.21% 0.24% 575 -100 -7.95% Q4 2025 Feb 05, 2026
GAM Holding AG History Reduced 1,156 719 0.05% 0.05% 576 -249 -17.72% Q4 2025 Feb 17, 2026
Tarbox Family Office, Inc. History No change 1,156 719 0.12% 0.11% 577 0 0.0% Q4 2025 Jan 21, 2026
Compound Planning, Inc. History Added to 1,150 716 0.02% 0.02% 578 +44 3.98% Q4 2025 Feb 19, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 1,128 702 0.05% 0.05% 579 +13 1.17% Q4 2025 Feb 09, 2026
Vines Capital Management, LLC History New 1,122 698 0.68% — 580 +1,122 New Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,117 695 0.02% 0.02% 581 -16 -1.41% Q4 2025 Jan 07, 2026
Moors & Cabot, Inc. History Reduced 1,116 694 0.03% 0.03% 582 -11 -0.98% Q4 2025 Feb 10, 2026
Bank of Marin History Reduced 1,114 693 0.48% 0.52% 583 -64 -5.43% Q4 2025 Feb 17, 2026
WBH ADVISORY INC History No change 1,109 690 0.05% 0.05% 584 0 0.0% Q4 2025 Jan 26, 2026
Woodline Partners LP History New 1,103 686 0.0% — 585 +1,103 New Q4 2025 Feb 17, 2026
Texas Bank & Trust Co History No change 1,100 684 0.25% 0.26% 586 0 0.0% Q4 2025 Feb 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,093 681 0.22% 0.24% 587 0 0.0% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 1,088 677 0.01% 0.01% 588 -270 -19.88% Q4 2025 Jan 30, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,086 676 0.24% 0.13% 589 +980 924.53% Q4 2025 Jan 20, 2026
Net Worth Advisory Group History Added to 1,069 665 0.13% 0.17% 591 +132 14.09% Q4 2025 Jan 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,069 665 0.01% 0.01% 590 +29 2.79% Q4 2025 Feb 05, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 1,059 659 0.22% 0.25% 592 -115 -9.8% Q4 2025 Jan 22, 2026
Aventura Private Wealth, LLC History Reduced 1,057 658 0.24% 0.28% 593 -136 -11.4% Q4 2025 Jan 07, 2026
Clarendon Private LLC History Reduced 1,049 653 0.55% 0.7% 594 -175 -14.3% Q4 2025 Feb 05, 2026
GC Wealth Management RIA, LLC History Reduced 1,037 645 0.02% 0.04% 596 -656 -38.75% Q4 2025 Jan 30, 2026
SFMG, LLC History No change 1,037 645 0.04% 0.05% 595 0 0.0% Q4 2025 Feb 10, 2026
Welch Group, LLC History Reduced 1,015 632 0.02% 0.03% 597 -20 -1.93% Q4 2025 Jan 26, 2026
Adalta Capital Management LLC History No change 1,015 632 0.28% 0.29% 598 0 0.0% Q4 2025 Feb 17, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 1,008 627 0.01% 0.01% 599 +3 0.3% Q4 2025 Jan 13, 2026
PRUDENTIAL PLC History No change 1,008 627 0.0% 0.0% 600 0 0.0% Q4 2025 Feb 11, 2026
Recurrent Investment Advisors LLC History No change 1,008 627 0.05% 0.05% 601 0 0.0% Q4 2025 Feb 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 1,002 623 0.15% 0.14% 602 +24 2.45% Q4 2025 Jan 08, 2026
Alberta Investment Management Corp History New 1,000 622 0.0% — 604 +1,000 New Q4 2025 Feb 19, 2026
Merrion Investment Management Co, LLC History No change 1,000 622 0.34% 0.36% 603 0 0.0% Q4 2025 Feb 17, 2026
Corient IA LLC History No change 1,000 622 0.59% 0.47% 605 0 0.0% Q4 2025 Feb 13, 2026
Sciencast Management LP History Reduced 997 620 0.09% 0.2% 606 -706 -41.46% Q4 2025 Feb 17, 2026
Circle Wealth Management, LLC History Added to 988 615 0.01% 0.01% 607 +61 6.58% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History New 985 613 0.08% — 608 +985 New Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Reduced 977 608 0.01% 0.01% 609 -151 -13.39% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 975 607 0.01% 0.02% 610 -735 -42.98% Q4 2025 Feb 17, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 975 607 0.35% 0.36% 611 +4 0.41% Q4 2025 Jan 15, 2026
Summit Financial, LLC History Reduced 956 595 0.01% 0.01% 612 -25 -2.55% Q4 2025 Feb 13, 2026
Herold Advisors, Inc. History Added to 955 594 0.13% 0.11% 613 +200 26.49% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 945 588 0.02% 0.02% 614 +6 0.64% Q4 2025 Feb 17, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 940 585 0.05% 0.06% 615 -144 -13.28% Q4 2025 Jan 15, 2026
Frank, Rimerman Advisors LLC History No change 936 582 0.04% 0.04% 616 0 0.0% Q4 2025 Jan 15, 2026
Evercore Wealth Management, LLC History No change 928 577 0.01% 0.01% 617 0 0.0% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 923 574 0.03% 0.03% 618 +34 3.82% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History Added to 914 568 0.01% 0.02% 619 +183 25.03% Q4 2025 Feb 11, 2026
Valeo Financial Advisors, LLC History Added to 907 564 0.01% 0.01% 620 +205 29.2% Q4 2025 Feb 04, 2026
Midwest Trust Co History Reduced 906 564 0.01% 0.01% 622 -117 -11.44% Q4 2025 Feb 04, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 907 564 0.01% 0.01% 621 -11 -1.2% Q4 2025 Jan 07, 2026
Premier Path Wealth Partners, LLC History Added to 902 561 0.07% 0.07% 624 +22 2.5% Q4 2025 Jan 22, 2026
Independence Bank of Kentucky History Reduced 902 561 0.07% 0.07% 623 -4 -0.44% Q4 2025 Jan 20, 2026
Prestige Wealth Management Group LLC History Added to 894 556 0.11% 0.0% 625 +875 4605.26% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 890 554 0.01% 0.01% 626 +244 37.77% Q4 2025 Jan 23, 2026
Red Door Wealth Management, LLC History Added to 888 552 0.06% 0.06% 627 +1 0.11% Q4 2025 Jan 20, 2026
Blackstone Inc. History Reduced 884 550 0.0% 0.0% 628 -31 -3.39% Q4 2025 Feb 17, 2026
Aprio Wealth Management, LLC History New 865 549 0.03% — 629 +865 New Q4 2025 Jan 29, 2026
Fifth Third Wealth Advisors LLC History Reduced 876 545 0.02% 0.02% 630 -65 -6.91% Q4 2025 Jan 15, 2026
PATRON PARTNERS, LLC History Added to 866 539 0.24% 0.24% 631 +11 1.29% Q4 2025 Feb 11, 2026
NBT BANK N A /NY History No change 865 538 0.03% 0.04% 632 0 0.0% Q4 2025 Jan 23, 2026
Alteri Wealth LLC History Added to 863 537 0.17% 0.16% 633 +134 18.38% Q4 2025 Feb 11, 2026
Davis Investment Partners, LLC History Reduced 835 529 0.19% 0.39% 634 -1,000 -54.5% Q4 2025 Jan 06, 2026
PANAGORA ASSET MANAGEMENT INC History No change 845 526 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 13, 2026
iSAM Funds (UK) Ltd History New 843 524 0.19% — 636 +843 New Q4 2025 Feb 17, 2026
WILLNER & HELLER, LLC History Added to 843 524 0.38% 0.41% 637 +1 0.12% Q4 2025 Jan 12, 2026
HighPoint Advisor Group LLC History Reduced 835 520 0.02% 0.03% 638 -26 -3.02% Q4 2025 Feb 04, 2026
Connecticut Wealth Management, LLC History No change 826 514 0.02% 0.02% 639 0 0.0% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Added to 819 509 0.02% 0.02% 640 +36 4.6% Q4 2025 Feb 17, 2026
RMR Wealth Builders History Added to 812 505 0.04% 0.04% 641 +2 0.25% Q4 2025 Jan 29, 2026
Myriad Asset Management US LP History New 807 502 0.84% — 642 +807 New Q4 2025 Jan 20, 2026
Marks Group Wealth Management, Inc History Added to 805 501 0.05% 0.05% 643 +21 2.68% Q4 2025 Feb 11, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 799 497 0.08% 0.09% 644 -9 -1.11% Q4 2025 Jan 22, 2026
MainStreet Investment Advisors LLC History Reduced 793 493 0.07% 0.07% 645 -15 -1.86% Q4 2025 Feb 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 786 489 0.01% 0.0% 646 +187 31.22% Q4 2025 Feb 10, 2026
Capula Management Ltd History New 782 486 0.0% — 647 +782 New Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Reduced 779 485 0.01% 0.01% 648 -37 -4.53% Q4 2025 Feb 04, 2026
Sendero Wealth Management, LLC History Added to 774 481 0.05% 0.06% 649 +3 0.39% Q4 2025 Jan 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 760 473 0.03% 0.03% 650 0 0.0% Q4 2025 Feb 03, 2026
F/m Investments LLC History No change 759 472 0.02% 0.02% 651 0 0.0% Q4 2025 Feb 03, 2026
Gilman Hill Asset Management, LLC History Added to 752 468 0.07% 0.07% 652 +77 11.41% Q4 2025 Jan 12, 2026
CX Institutional History Reduced 748 466 0.01% 0.02% 653 -63 -7.77% Q4 2025 Feb 02, 2026
Pallas Capital Advisors LLC History Added to 747 465 0.02% 0.02% 654 +25 3.46% Q4 2025 Jan 14, 2026
Avior Wealth Management, LLC History Reduced 744 463 0.01% 0.02% 655 -101 -11.95% Q4 2025 Jan 06, 2026
WBI INVESTMENTS, LLC History New 743 462 0.12% — 656 +743 New Q4 2025 Feb 13, 2026
CWA Asset Management Group, LLC History Reduced 742 462 0.02% 0.02% 657 -30 -3.89% Q4 2025 Jan 07, 2026
SHUFRO ROSE & CO LLC History Added to 737 458 0.03% 0.03% 658 +37 5.29% Q4 2025 Feb 09, 2026
CWS Financial Advisors, LLC History No change 719 447 0.12% 0.13% 659 0 0.0% Q4 2025 Feb 06, 2026
Wedmont Private Capital History Reduced 714 446 0.02% 0.02% 660 -33 -4.42% Q4 2025 Jan 08, 2026
Vontobel Holding Ltd. History Reduced 709 441 0.0% 0.0% 661 -16 -2.21% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Reduced 704 438 0.01% 0.01% 662 -267 -27.5% Q4 2025 Feb 02, 2026
Aaron Wealth Advisors LLC History Added to 702 437 0.02% 0.02% 663 +85 13.78% Q4 2025 Jan 21, 2026
Fiduciary Alliance LLC History Added to 702 437 0.03% 0.03% 664 +18 2.63% Q4 2025 Jan 22, 2026
Family Manage LLC History Added to 699 435 0.05% 0.05% 665 +106 17.88% Q4 2025 Feb 17, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 700 435 0.06% 0.07% 666 0 0.0% Q4 2025 Feb 17, 2026
Corsicana & Co. History No change 700 435 0.24% 0.25% 667 0 0.0% Q4 2025 Jan 07, 2026
Hardin Capital Partners, LLC History No change 700 435 0.21% 0.24% 668 0 0.0% Q4 2025 Jan 09, 2026
Impact Capital Partners LLC History Reduced 696 433 0.13% 0.14% 669 -24 -3.33% Q4 2025 Jan 07, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 689 429 0.01% 0.01% 670 -245 -26.23% Q4 2025 Feb 05, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 682 424 0.0% 0.0% 671 -579 -45.92% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Reduced 681 424 0.0% 0.01% 672 -103 -13.14% Q4 2025 Feb 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 676 420 0.04% — 673 +676 New Q4 2025 Feb 17, 2026
ANCHYRA PARTNERS LLC History New 674 419 0.13% — 675 +674 New Q4 2025 Jan 29, 2026
EVERPAR ADVISORS LLC History Reduced 674 419 0.16% 0.2% 674 -132 -16.38% Q4 2025 Jan 07, 2026
Krilogy Financial LLC History Added to 642 418 0.01% 0.01% 677 +148 29.96% Q4 2025 Jan 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 671 418 0.0% 0.0% 676 +132 24.49% Q4 2025 Feb 10, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 667 415 0.01% 0.01% 678 +21 3.25% Q4 2025 Jan 23, 2026
American Institute for Advanced Investment Management, LLP History No change 660 411 0.26% 0.27% 679 0 0.0% Q4 2025 Feb 04, 2026
Prosperity Financial Group, Inc. History Added to 659 410 0.15% 0.14% 680 +46 7.5% Q4 2025 Jan 26, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 656 408 0.16% 0.16% 681 0 0.0% Q4 2025 Jan 30, 2026
MOTCO History No change 653 406 0.04% 0.04% 682 0 0.0% Q4 2025 Feb 06, 2026
Defender Capital, LLC. History New 650 404 0.13% — 683 +650 New Q4 2025 Jan 12, 2026
Massar Capital Management, LP History New 650 404 0.04% — 684 +650 New Q4 2025 Feb 17, 2026
SYM FINANCIAL Corp History Reduced 647 402 0.04% 0.04% 685 -6 -0.92% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 645 401 0.01% — 686 +645 New Q4 2025 Jan 16, 2026
WPWealth LLP History No change 637 396 0.06% 0.07% 687 0 0.0% Q4 2025 Feb 13, 2026
Curi Capital, LLC History New 634 394 0.01% — 688 +634 New Q4 2025 Feb 17, 2026
NORDEN GROUP LLC History Reduced 630 392 0.04% 0.04% 689 -19 -2.93% Q4 2025 Jan 13, 2026
CIBC WORLD MARKET INC. History Reduced 628 391 0.0% 0.02% 690 -19,513 -96.88% Q4 2025 Feb 10, 2026
Mesirow Financial Investment Management, Inc. History Reduced 624 388 0.01% 0.01% 691 -18 -2.8% Q4 2025 Feb 05, 2026
Financial Management Professionals, Inc. History Added to 620 386 0.04% 0.04% 692 +3 0.49% Q4 2025 Jan 27, 2026
Advisor OS, LLC History Added to 616 383 0.03% 0.03% 693 +42 7.32% Q4 2025 Feb 04, 2026
Compass Ion Advisors, LLC History No change 612 381 0.04% 0.04% 694 0 0.0% Q4 2025 Jan 29, 2026
Integrated Wealth Concepts LLC History Reduced 611 380 0.0% 0.0% 695 -213 -25.85% Q4 2025 Feb 13, 2026
Permanens Capital L.P. History New 608 378 0.05% — 696 +608 New Q4 2025 Feb 17, 2026
Sage Mountain Advisors LLC History Reduced 602 374 0.02% 0.02% 697 -31 -4.9% Q4 2025 Jan 23, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 600 373 0.0% 3.22% 698 -500 -45.45% Q4 2025 Feb 17, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 600 373 0.06% 0.06% 699 0 0.0% Q4 2025 Feb 17, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 600 373 0.0% 0.0% 700 0 0.0% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History New 597 372 0.0% — 702 +597 New Q4 2025 Feb 11, 2026
Brookstone Capital Management History Reduced 598 372 0.0% 0.0% 701 -43 -6.71% Q4 2025 Jan 15, 2026
CM WEALTH ADVISORS LLC History New 595 370 0.08% — 703 +595 New Q4 2025 Jan 26, 2026
Menard Financial Group LLC History Reduced 594 369 0.25% 0.26% 704 -27 -4.35% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History No change 590 367 0.01% 0.01% 705 0 0.0% Q4 2025 Feb 02, 2026
Ramirez Asset Management, Inc. History No change 590 367 0.05% 0.05% 706 0 0.0% Q4 2025 Feb 11, 2026
Choate Investment Advisors History Reduced 589 366 0.01% 0.01% 707 -206 -25.91% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Added to 585 364 0.0% 0.0% 708 +69 13.37% Q4 2025 Jan 21, 2026
CIGNA INVESTMENTS INC /NEW History No change 582 362 0.05% 0.05% 709 0 0.0% Q4 2025 Jan 20, 2026
Atala Financial Inc History No change 1,944 360 0.23% 0.24% 710 0 0.0% Q4 2025 Jan 23, 2026
Sivia Capital Partners, LLC History Added to 572 356 0.07% 0.09% 712 +61 11.94% Q4 2025 Feb 10, 2026
Byrne Asset Management LLC History Reduced 572 356 0.2% 0.24% 711 -47 -7.59% Q4 2025 Jan 12, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 570 354 0.01% 0.01% 713 +57 11.11% Q4 2025 Feb 18, 2026
YHB Investment Advisors, Inc. History Reduced 569 354 0.02% 0.03% 714 -15 -2.57% Q4 2025 Jan 16, 2026
Wealthspire Advisors, LLC History Added to 561 349 0.0% 0.0% 715 +92 19.62% Q4 2025 Feb 13, 2026
iA Global Asset Management Inc. History No change 560 349 0.0% 0.0% 716 0 0.0% Q4 2025 Feb 05, 2026
PDS Planning, Inc History Added to 559 348 0.02% 0.02% 717 +20 3.71% Q4 2025 Jan 26, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 558 347 0.15% 0.13% 719 +89 18.98% Q4 2025 Feb 18, 2026
Chicago Partners Investment Group LLC History Reduced 535 347 0.01% 0.01% 718 -88 -14.13% Q4 2025 Jan 28, 2026
Empirical Asset Management, LLC History Added to 556 346 0.1% 0.1% 720 +2 0.36% Q4 2025 Feb 06, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 550 342 0.02% 0.02% 722 +25 4.76% Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History No change 550 342 0.01% 0.01% 721 0 0.0% Q4 2025 Feb 11, 2026
Ellevest, Inc. History New 549 341 0.05% — 723 +549 New Q4 2025 Feb 10, 2026
Cypress Wealth Services, LLC History Added to 536 333 0.05% 0.04% 724 +119 28.54% Q4 2025 Jan 14, 2026
one8zero8, LLC History No change 536 333 0.07% 0.07% 725 0 0.0% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 532 331 0.02% 0.01% 726 +105 24.59% Q4 2025 Feb 05, 2026
Cresta Advisors, Ltd. History No change 529 329 0.14% 0.15% 727 0 0.0% Q4 2025 Feb 03, 2026
J. Safra Sarasin Holding AG History Reduced 526 327 0.01% 0.02% 730 -1,320 -71.51% Q4 2025 Jan 15, 2026
Geneos Wealth Management Inc. History Added to 526 327 0.01% 0.01% 728 +100 23.47% Q4 2025 Jan 28, 2026
Texas Capital Bank Wealth Management Services Inc History Reduced 526 327 0.02% 0.03% 729 -51 -8.84% Q4 2025 Feb 09, 2026
AlphaCore Capital LLC History New 523 325 0.01% — 732 +523 New Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Added to 523 325 0.01% 0.0% 733 +319 156.37% Q4 2025 Feb 06, 2026
Inspire Investing, LLC History Added to 522 325 0.03% 0.03% 731 +27 5.45% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 522 324 0.01% 0.01% 735 +19 3.78% Q4 2025 Feb 06, 2026
Formidable Asset Management, LLC History No change 515 324 0.05% 0.04% 734 0 0.0% Q4 2025 Jan 16, 2026
Brevan Howard Capital Management LP History Reduced 516 321 0.0% 0.0% 736 -244 -32.11% Q4 2025 Feb 17, 2026
Ariston Services Group History No change 516 321 0.19% 0.2% 737 0 0.0% Q4 2025 Jan 23, 2026
N.E.W. Advisory Services LLC History No change 516 321 0.02% 0.03% 738 0 0.0% Q4 2025 Jan 28, 2026
LMR Partners LLP History Reduced 502 312 0.0% 0.0% 739 -169 -25.19% Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 502 312 0.02% 0.02% 740 +94 23.04% Q4 2025 Feb 12, 2026
MARINER INVESTMENT GROUP LLC History No change 500 311 0.02% 0.1% 741 0 0.0% Q4 2025 Feb 25, 2026
FIRST INTERSTATE BANK History No change 500 311 0.02% 0.02% 742 0 0.0% Q4 2025 Jan 29, 2026
MONETARY MANAGEMENT GROUP INC History No change 500 311 0.07% 0.07% 743 0 0.0% Q4 2025 Feb 11, 2026
Ironwood Investment Counsel, LLC History Added to 499 310 0.04% 0.05% 744 +5 1.01% Q4 2025 Feb 06, 2026
City State Bank History No change 497 309 0.08% 0.09% 745 0 0.0% Q4 2025 Jan 28, 2026
Mutual Advisors, LLC History Added to 494 307 0.01% 0.01% 747 +5 1.02% Q4 2025 Feb 02, 2026
BIP Wealth, LLC History No change 494 307 0.01% 0.02% 746 0 0.0% Q4 2025 Jan 21, 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC History No change 494 307 0.28% 0.27% 748 0 0.0% Q4 2025 Feb 13, 2026
Ehrenkranz Partners L.P. History New 492 306 0.35% — 749 +492 New Q4 2025 Feb 17, 2026
Safe Harbor Wealth Advisors, LLC History New 465 306 0.3% — 751 +465 New Q4 2025 Feb 13, 2026
Citizens Business Bank History No change 493 306 0.05% 0.05% 750 0 0.0% Q4 2025 Feb 02, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 488 303 0.06% 0.06% 752 +59 13.75% Q4 2025 Feb 04, 2026
Farringdon Capital, Ltd. History New 486 302 0.07% — 754 +486 New Q4 2025 Feb 17, 2026
MATHER GROUP, LLC. History Added to 486 302 0.0% 0.0% 753 +65 15.44% Q4 2025 Jan 13, 2026
CI INVESTMENTS INC. History Reduced 484 301 0.0% 0.0% 755 -325 -40.17% Q4 2025 Feb 12, 2026
Select Asset Management & Trust History Added to 484 301 0.09% 0.08% 756 +54 12.56% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Added to 479 298 0.01% 0.01% 757 +188 64.6% Q4 2025 Jan 27, 2026
GTS SECURITIES LLC History Added to 478 297 0.01% 0.01% 759 +64 15.46% Q4 2025 Feb 13, 2026
AMG National Trust Bank History Added to 478 297 0.01% 0.01% 758 +9 1.92% Q4 2025 Jan 30, 2026
Taylor Financial Group, Inc. History No change 475 295 0.17% 0.17% 760 0 0.0% Q4 2025 Feb 06, 2026
Retirement Planning Group, LLC History Added to 469 291 0.01% 0.01% 762 +52 12.47% Q4 2025 Feb 03, 2026
FULTON BANK, N.A. History Added to 468 291 0.01% 0.01% 761 +25 5.64% Q4 2025 Jan 08, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 465 289 0.07% 0.07% 764 -23 -4.71% Q4 2025 Jan 06, 2026
waypoint wealth counsel History Added to 465 289 0.11% 0.11% 763 +2 0.43% Q4 2025 Jan 28, 2026
Phoenix Financial Ltd. History Added to 462 287 0.0% 0.0% 765 +67 16.96% Q4 2025 Feb 05, 2026
Heritage Trust Co History No change 462 287 0.03% 0.03% 766 0 0.0% Q4 2025 Feb 10, 2026
RWA WEALTH PARTNERS, LLC History Reduced 460 286 0.0% 0.0% 768 -41 -8.18% Q4 2025 Feb 12, 2026
ALLIANZ SE History No change 460 286 0.0% 0.01% 767 0 0.0% Q4 2025 Feb 13, 2026
Sunbeam Capital Management, LLC History Added to 458 284 0.17% 0.18% 769 +1 0.22% Q4 2025 Feb 13, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 455 283 0.02% — 770 +455 New Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Reduced 453 282 0.01% 0.01% 772 -27 -5.63% Q4 2025 Jan 09, 2026
Pekin Hardy Strauss, Inc. History Reduced 453 282 0.03% 0.03% 771 -20 -4.23% Q4 2025 Jan 30, 2026
Aspen Wealth Management LLC History No change 454 282 0.06% 0.06% 773 0 0.0% Q4 2025 Jan 05, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 446 277 0.01% 0.01% 774 -2 -0.45% Q4 2025 Jan 12, 2026
CTC Alternative Strategies, Ltd. History New 440 273 0.51% — 775 +440 New Q4 2025 Feb 18, 2026
Trust Point Inc. History Added to 434 270 0.02% 0.02% 777 +92 26.9% Q4 2025 Jan 13, 2026
Anchor Investment Management, LLC History No change 435 270 0.02% 0.02% 776 0 0.0% Q4 2025 Feb 26, 2026
Campion Asset Management History No change 435 270 0.19% 0.19% 778 0 0.0% Q4 2025 Feb 17, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 430 267 0.17% 0.18% 779 0 0.0% Q4 2025 Feb 04, 2026
Crestwood Advisors Group, LLC History Added to 426 265 0.0% 0.0% 780 +52 13.9% Q4 2025 Feb 03, 2026
Ameritas Advisory Services, LLC History Reduced 424 264 0.01% 0.02% 784 -50 -10.55% Q4 2025 Feb 04, 2026
Parcion Private Wealth LLC History Added to 425 264 0.02% 0.02% 783 +32 8.14% Q4 2025 Jan 26, 2026
Ashton Thomas Private Wealth, LLC History Added to 424 264 0.01% 0.01% 785 +16 3.92% Q4 2025 Jan 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 424 264 0.0% 0.0% 782 +3 0.71% Q4 2025 Feb 09, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 424 264 0.0% 0.0% 781 0 0.0% Q4 2025 Feb 13, 2026
B. Riley Wealth Advisors, Inc. History Added to 423 263 0.01% 0.01% 786 +39 10.16% Q4 2025 Feb 17, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 421 262 0.09% 0.09% 788 -3 -0.71% Q4 2025 Jan 27, 2026
Howard Capital Management Inc. History Added to 421 262 0.0% 0.0% 787 +2 0.48% Q4 2025 Jan 23, 2026
Dana Investment Advisors, Inc. History Reduced 420 261 0.01% 0.01% 789 -99 -19.08% Q4 2025 Feb 05, 2026
Breakwater Capital Group History No change 418 260 0.04% 0.04% 790 0 0.0% Q4 2025 Jan 09, 2026
Claret Asset Management Corp History Reduced 416 259 0.03% 0.03% 791 -1 -0.24% Q4 2025 Feb 11, 2026
Heartwood Wealth Advisors LLC History No change 413 257 0.02% 0.02% 792 0 0.0% Q4 2025 Jan 12, 2026
Icon Wealth Advisors, LLC History No change 417 256 0.02% 0.02% 793 0 0.0% Q4 2025 Feb 13, 2026
Teamwork Financial Advisors, LLC History New 404 251 0.03% — 794 +404 New Q4 2025 Jan 09, 2026
Canvas Wealth Advisors, LLC History Added to 401 249 0.04% 0.05% 799 +7 1.78% Q4 2025 Jan 12, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 400 249 0.01% 0.01% 795 0 0.0% Q4 2025 Feb 17, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 400 249 0.02% 0.02% 796 0 0.0% Q4 2025 Feb 04, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 400 249 0.17% 0.17% 797 0 0.0% Q4 2025 Feb 10, 2026
Delta Investment Management, LLC History No change 400 249 0.04% 0.05% 798 0 0.0% Q4 2025 Jan 30, 2026
Equitable Holdings, Inc. History Reduced 397 247 0.0% 0.0% 800 -42 -9.57% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 397 247 0.0% 0.0% 801 -6 -1.49% Q4 2025 Jan 21, 2026
ING GROEP NV History New 394 245 0.0% — 802 +394 New Q4 2025 Feb 11, 2026
CENTRAL BANK & TRUST CO History No change 395 245 0.04% 0.04% 803 0 0.0% Q4 2025 Jan 09, 2026
Prospera Financial Services Inc History Reduced 388 242 0.0% 0.01% 804 -253 -39.47% Q4 2025 Feb 09, 2026
Graham Capital Management, L.P. History Reduced 388 241 0.01% 0.09% 805 -8,812 -95.78% Q4 2025 Feb 17, 2026
Banco Santander, S.A. History New 386 240 0.0% — 806 +386 New Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Reduced 387 240 0.01% 0.01% 808 -8 -2.03% Q4 2025 Feb 17, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 385 240 0.0% 0.0% 807 0 0.0% Q4 2025 Feb 10, 2026
Pines Wealth Management, LLC History New 384 239 0.08% — 810 +384 New Q4 2025 Feb 02, 2026
Rodgers & Associates, LTD History No change 384 239 0.02% 0.02% 809 0 0.0% Q4 2025 Jan 22, 2026
Essex Financial Services, Inc. History New 381 237 0.01% — 811 +381 New Q4 2025 Feb 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 381 237 0.02% — 812 +381 New Q4 2025 Feb 17, 2026
PATTON FUND MANAGEMENT, INC. History Reduced 381 237 0.03% 0.05% 813 -55 -12.61% Q4 2025 Jan 23, 2026
PCM Encore, LLC History New 380 236 0.05% — 814 +380 New Q4 2025 Feb 13, 2026
Atom Investors LP History No change 373 232 0.02% 0.02% 815 0 0.0% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Reduced 369 229 0.0% 0.0% 820 -38 -9.34% Q4 2025 Feb 17, 2026
One Capital Management, LLC History Reduced 369 229 0.01% 0.01% 818 -3 -0.81% Q4 2025 Feb 10, 2026
SCS Capital Management LLC History No change 368 229 0.0% 0.0% 816 0 0.0% Q4 2025 Feb 10, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 368 229 0.01% 0.01% 817 0 0.0% Q4 2025 Feb 11, 2026
Rehmann Capital Advisory Group History No change 368 229 0.01% 0.01% 819 0 0.0% Q4 2025 Mar 04, 2026
Frec Markets, Inc. History New 364 227 0.07% — 821 +364 New Q4 2025 Feb 17, 2026
Boston Trust Walden Corp History No change 363 226 0.0% 0.0% 822 0 0.0% Q4 2025 Jan 28, 2026
OSTRUM ASSET MANAGEMENT History Reduced 360 224 0.01% 0.01% 825 -118 -24.69% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 360 224 0.02% 0.02% 823 +21 6.19% Q4 2025 Jan 26, 2026
Traynor Capital Management, Inc. History Added to 361 224 0.01% 0.01% 824 +3 0.84% Q4 2025 Jan 12, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 358 222 0.02% 0.03% 826 +1 0.28% Q4 2025 Feb 04, 2026
Daner Wealth Management, LLC History New 313 221 0.14% — 827 +313 New Q4 2025 Feb 11, 2026
Portside Wealth Group, LLC History Reduced 354 220 0.03% 0.03% 829 -48 -11.94% Q4 2025 Jan 21, 2026
FWG Holdings, LLC History No change 358 220 0.08% 0.09% 828 0 0.0% Q4 2025 Feb 02, 2026
Wealthspire Retirement, LLC History No change 354 220 0.01% 0.01% 830 0 0.0% Q4 2025 Feb 18, 2026
One Wealth Advisors, LLC History No change 352 219 0.03% 0.03% 831 0 0.0% Q4 2025 Feb 02, 2026
Oakwell Private Wealth Management, LLC History Added to 351 218 0.04% 0.04% 832 +1 0.29% Q4 2025 Jan 30, 2026
Glassy Mountain Advisors, Inc. History New 350 217 0.07% — 835 +350 New Q4 2025 Feb 10, 2026
Penobscot Investment Management Company, Inc. History No change 350 217 0.02% 0.02% 833 0 0.0% Q4 2025 Jan 27, 2026
Independent Solutions Wealth Management, LLC History No change 350 217 0.04% 0.04% 834 0 0.0% Q4 2025 Feb 05, 2026
J. Derek Lewis & Associates Inc. History New 345 214 0.05% — 837 +345 New Q4 2025 Mar 23, 2026
Wellspring Financial Advisors, LLC History New 343 214 0.02% — 836 +343 New Q4 2025 Feb 11, 2026
Private Wealth Asset Management, LLC History Added to 343 213 0.02% 0.0% 840 +300 697.67% Q4 2025 Feb 10, 2026
First Citizens Financial Corp History Reduced 343 213 0.11% 0.13% 838 -74 -17.75% Q4 2025 Jan 06, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 343 213 0.03% 0.04% 839 -3 -0.87% Q4 2025 Jan 26, 2026
EverSource Wealth Advisors, LLC History Reduced 340 211 0.01% 0.01% 842 -41 -10.76% Q4 2025 Feb 06, 2026
FourThought Financial Partners, LLC History Added to 339 211 0.02% 0.02% 844 +21 6.6% Q4 2025 Feb 06, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 334 211 0.01% 0.02% 841 0 0.0% Q4 2025 Jan 15, 2026
Accel Wealth Management History No change 340 211 0.06% 0.06% 843 0 0.0% Q4 2025 Jan 20, 2026
KPP Advisory Services LLC History Reduced 336 209 0.03% 0.03% 845 -12 -3.45% Q4 2025 Feb 02, 2026
LRI Investments, LLC History Reduced 337 209 0.02% 0.02% 846 -7 -2.03% Q4 2025 Feb 04, 2026
Eagle Bay Advisors LLC History New 335 208 0.15% — 848 +335 New Q4 2025 Jan 23, 2026
MGO ONE SEVEN LLC History Reduced 334 208 0.0% 0.01% 847 -20 -5.65% Q4 2025 Feb 03, 2026
Sigma Planning Corp History New 334 207 0.01% — 849 +334 New Q4 2025 Jan 30, 2026
Prota Financial, LLC History New 333 207 0.15% — 852 +333 New Q4 2025 Apr 09, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 333 207 0.02% 0.02% 850 +10 3.1% Q4 2025 Feb 13, 2026
Pavion Blue Capital, LLC History No change 334 207 0.09% 0.09% 851 0 0.0% Q4 2025 Jan 27, 2026
CONNING INC. History New 331 206 0.01% — 853 +331 New Q4 2025 Feb 05, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 331 206 0.0% 0.0% 855 -21 -5.97% Q4 2025 Feb 11, 2026
SHELTON CAPITAL MANAGEMENT History No change 331 206 0.0% 0.0% 854 0 0.0% Q4 2025 Feb 17, 2026
Heartland Bank & Trust Co History Reduced 330 205 0.09% 0.09% 856 -7 -2.08% Q4 2025 Feb 03, 2026
XXI WEALTH, LLC History New 329 204 0.12% — 859 +329 New Q4 2025 Feb 12, 2026
Abel Hall, LLC History New 328 204 0.05% — 858 +328 New Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 328 204 0.0% 0.0% 857 -55 -14.36% Q4 2025 Feb 09, 2026
Longboard Asset Management, LP History No change 327 203 1.29% 0.33% 860 0 0.0% Q4 2025 Jan 16, 2026
Capital Investment Advisors, LLC History New 325 202 0.0% — 861 +325 New Q4 2025 Jan 13, 2026
BOKF, NA History Reduced 323 201 0.0% 0.01% 862 -365 -53.05% Q4 2025 Feb 03, 2026
South Shore Capital Advisors History New 323 201 0.15% — 864 +323 New Q4 2025 Jan 21, 2026
WELCH & FORBES LLC History No change 324 201 0.0% 0.0% 863 0 0.0% Q4 2025 Feb 10, 2026
BARLOW WEALTH PARTNERS, LLC History New 300 200 0.02% — 866 +300 New Q4 2025 Jan 15, 2026
HBK Sorce Advisory LLC History New 290 200 0.0% — 865 +290 New Q4 2025 Feb 09, 2026
True Wealth Design, LLC History Reduced 307 191 0.06% 0.06% 867 -1 -0.32% Q4 2025 Jan 08, 2026
BNP PARIBAS History Reduced 295 186 0.01% 0.05% 868 -2,948 -90.9% Q4 2025 Feb 10, 2026
INTACT INVESTMENT MANAGEMENT INC. History New 300 186 0.01% — 869 +300 New Q4 2025 Feb 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 292 181 0.01% 0.0% 871 +225 335.82% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History Added to 292 181 0.0% 0.0% 870 +1 0.34% Q4 2025 Feb 02, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 289 179 0.05% 0.06% 872 +60 26.2% Q4 2025 Feb 09, 2026
Elyxium Wealth, LLC History New 287 178 0.05% — 873 +287 New Q4 2025 Feb 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 272 166 0.0% — 874 +272 New Q4 2025 Feb 11, 2026
TCTC Holdings, LLC History No change 260 161 0.0% 0.0% 875 0 0.0% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Added to 245 152 0.0% 0.0% 876 +19 8.41% Q4 2025 Jan 16, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 243 151 0.0% 0.0% 877 -374 -60.62% Q4 2025 Jan 14, 2026
Colonial Trust Co / SC History No change 233 145 0.02% 0.02% 878 0 0.0% Q4 2025 Feb 12, 2026
Arax Advisory Partners History Reduced 229 142 0.0% 0.01% 879 -1,170 -83.63% Q4 2025 Feb 13, 2026
CYBER HORNET ETFs LLC History Added to 222 138 0.08% 0.07% 880 +51 29.82% Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 219 136 0.01% — 881 +219 New Q4 2025 Jan 21, 2026
Johnson Financial Group, Inc. History Added to 212 132 0.0% 0.0% 882 +109 105.83% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History Added to 201 125 0.01% 0.01% 883 +7 3.61% Q4 2025 Feb 13, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 200 124 0.02% 0.02% 884 0 0.0% Q4 2025 Feb 12, 2026
IFC & Insurance Marketing, Inc. History New 191 119 0.12% — 885 +191 New Q4 2025 Feb 12, 2026
North Ridge Wealth Advisors, Inc. History No change 188 117 0.07% 0.07% 886 0 0.0% Q4 2025 Feb 13, 2026
Smithfield Trust Co History No change 175 109 0.0% 0.0% 887 0 0.0% Q4 2025 Feb 09, 2026
WESTPAC BANKING CORP History No change 158 98 0.01% 0.01% 888 0 0.0% Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History No change 150 93 0.01% 0.01% 889 0 0.0% Q4 2025 Feb 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 146 90 0.01% 0.01% 890 +28 23.73% Q4 2025 Jan 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 143 89 0.02% 0.02% 892 -1 -0.69% Q4 2025 Feb 09, 2026
Western Pacific Wealth Management, LP History No change 143 89 0.09% 0.09% 891 0 0.0% Q4 2025 Feb 04, 2026
VALLEY NATIONAL ADVISERS INC History Added to 141 87 0.01% 0.01% 893 +6 4.44% Q4 2025 Jan 23, 2026
Clayton Financial Group LLC History Added to 140 87 0.04% 0.06% 894 +4 2.94% Q4 2025 Jan 21, 2026
Osbon Capital Management LLC History New 136 84 0.08% — 895 +136 New Q4 2025 Mar 16, 2026
SENTRY INVESTMENT MANAGEMENT LLC History No change 132 82 0.05% 0.06% 896 0 0.0% Q4 2025 Feb 04, 2026
Roxbury Financial LLC History No change 132 82 0.07% 0.08% 897 0 0.0% Q4 2025 Jan 05, 2026
EASTERN BANK History Added to 130 80 0.0% 0.0% 898 +6 4.84% Q4 2025 Jan 14, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 130 80 0.22% 0.23% 899 0 0.0% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 126 78 0.01% 0.01% 900 -1 -0.79% Q4 2025 Jan 29, 2026
BIRCHBROOK, INC. History No change 126 78 0.04% 0.04% 901 0 0.0% Q4 2025 Feb 04, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 124 77 0.0% 0.01% 902 -37 -22.98% Q4 2025 Feb 10, 2026
CVA Family Office, LLC History Reduced 125 77 0.01% 0.01% 903 -1 -0.79% Q4 2025 Jan 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 123 76 0.0% 0.0% 904 0 0.0% Q4 2025 Feb 09, 2026
Strive Financial Group ,LLC History New 121 75 0.04% — 905 +121 New Q4 2025 Feb 18, 2026
Torren Management, LLC History New 116 72 0.04% — 907 +116 New Q4 2025 Jan 30, 2026
ORG Partners LLC History Added to 116 72 0.01% 0.0% 906 +85 274.19% Q4 2025 Jan 14, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 113 70 0.02% 0.03% 908 0 0.0% Q4 2025 Jan 09, 2026
Cromwell Holdings LLC History No change 110 68 0.04% 0.04% 909 0 0.0% Q4 2025 Jan 20, 2026
Caldwell Trust Co History No change 105 65 0.01% 0.01% 910 0 0.0% Q4 2025 Jan 30, 2026
Fortitude Family Office, LLC History Added to 104 64 0.01% 0.02% 912 +1 0.97% Q4 2025 Jan 15, 2026
Pinnacle Bancorp, Inc. History No change 103 64 0.02% 0.02% 911 0 0.0% Q4 2025 Jan 22, 2026
Root Financial Partners, LLC History Added to 102 63 0.0% 0.0% 915 +14 15.91% Q4 2025 Feb 10, 2026
Versant Capital Management, Inc History Added to 102 63 0.01% 0.01% 913 +10 10.87% Q4 2025 Jan 08, 2026
RMG Wealth Management LLC History No change 98 63 0.01% 0.01% 914 0 0.0% Q4 2025 Jan 29, 2026
Concord Wealth Partners History No change 100 62 0.01% 0.01% 916 0 0.0% Q4 2025 Jan 29, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 87 60 0.04% 0.04% 917 0 0.0% Q4 2025 Feb 13, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 89 55 0.01% 0.01% 918 -14 -13.59% Q4 2025 Feb 17, 2026
Greenline Wealth Management LLC History New 88 54 0.06% — 919 +88 New Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Reduced 86 53 0.0% 0.0% 920 -1 -1.15% Q4 2025 Jan 30, 2026
DV EQUITIES, LLC History New 85 52 0.01% — 922 +85 New Q4 2025 Feb 17, 2026
IMA Advisory Services, Inc. History No change 85 52 0.0% 0.01% 921 0 0.0% Q4 2025 Feb 11, 2026
Estabrook Capital Management History No change 82 51 0.01% 0.01% 923 0 0.0% Q4 2025 Feb 13, 2026
Midwest Capital Advisors, LLC History No change 82 51 0.02% 0.02% 924 0 0.0% Q4 2025 Jan 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 81 50 0.0% — 925 +81 New Q4 2025 Feb 03, 2026
Keating Financial Advisory Services, Inc. History New 81 50 0.01% — 926 +81 New Q4 2025 Feb 09, 2026
AXS Investments LLC History Reduced 79 49 0.02% 0.02% 928 -2 -2.47% Q4 2025 Feb 10, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 79 49 0.0% 0.0% 927 +1 1.28% Q4 2025 Feb 23, 2026
First Command Advisory Services, Inc. History Added to 76 47 0.0% 0.0% 929 +56 280.0% Q4 2025 Feb 11, 2026
PROSPERITY BANCSHARES INC History New 74 46 0.04% — 930 +74 New Q4 2025 Feb 17, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 75 46 0.01% 0.01% 931 0 0.0% Q4 2025 Feb 13, 2026
STEPH & CO History Added to 72 44 0.01% 0.01% 932 +8 12.5% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 67 42 0.0% 0.0% 933 +16 31.37% Q4 2025 Feb 09, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 68 42 0.0% 0.0% 934 0 0.0% Q4 2025 Feb 17, 2026
Fideuram Asset Management (Ireland) dac History New 74 41 0.0% — 937 +74 New Q4 2025 Feb 10, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 66 41 0.0% 0.0% 935 +4 6.45% Q4 2025 Feb 03, 2026
Ameliora Wealth Management Ltd. History No change 66 41 0.01% 0.01% 936 0 0.0% Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History New 62 38 0.0% — 938 +62 New Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Added to 61 37 0.0% 0.0% 939 +26 74.29% Q4 2025 Feb 12, 2026
Union Bancaire Privee, UBP SA History New 57 35 0.0% — 940 +57 New Q4 2025 Jan 05, 2026
Reflection Asset Management History New 57 35 0.02% — 941 +57 New Q4 2025 Mar 02, 2026
JFS WEALTH ADVISORS, LLC History Reduced 55 34 0.0% 0.01% 942 -249 -81.91% Q4 2025 Jan 14, 2026
Quent Capital, LLC History Added to 55 34 0.0% 0.0% 944 +14 34.15% Q4 2025 Jan 29, 2026
CBIZ Investment Advisory Services, LLC History No change 55 34 0.0% 0.0% 943 0 0.0% Q4 2025 Feb 09, 2026
Cornerstone Planning Group LLC History Reduced 51 33 0.01% 0.01% 945 -22 -30.14% Q4 2025 Feb 02, 2026
Retirement Wealth Solutions LLC History No change 53 33 0.02% 0.02% 946 0 0.0% Q4 2025 Jan 07, 2026
Garton & Associates Financial Advisors LLC History New 50 31 0.02% — 950 +50 New Q4 2025 Feb 18, 2026
ATWOOD & PALMER INC History No change 51 31 0.0% 0.0% 947 0 0.0% Q4 2025 Jan 28, 2026
REDMONT WEALTH ADVISORS LLC History No change 50 31 0.05% 0.04% 948 0 0.0% Q4 2025 Feb 06, 2026
Curat Global, LLC History No change 50 31 0.03% 0.03% 949 0 0.0% Q4 2025 Feb 06, 2026
Wealth Enhancement Trust Services, Inc. History New 49 30 0.0% — 952 +49 New Q4 2025 Jan 27, 2026
Salomon & Ludwin, LLC History No change 48 30 0.0% 0.0% 951 0 0.0% Q4 2025 Jan 28, 2026
Clearstead Trust, LLC History Reduced 45 28 0.0% 0.01% 954 -17 -27.42% Q4 2025 Feb 09, 2026
SouthState Bank Corp History Added to 46 28 0.0% 0.0% 953 +1 2.22% Q4 2025 Feb 11, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 43 27 0.0% 0.0% 955 -9 -17.31% Q4 2025 Feb 13, 2026
KERR FINANCIAL PLANNING Corp History Reduced 40 26 0.04% 0.04% 959 -6 -13.04% Q4 2025 Feb 10, 2026
Park Place Capital Corp History Added to 43 26 0.01% 0.01% 958 +1 2.38% Q4 2025 Jan 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 43 26 0.0% 0.0% 956 0 0.0% Q4 2025 Feb 03, 2026
Deseret Mutual Benefit Administrators History No change 43 26 0.01% 0.01% 957 0 0.0% Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History Added to 41 25 0.0% 0.0% 960 +5 13.89% Q4 2025 Jan 23, 2026
OPTIMA CAPITAL LLC History New 40 24 0.01% — 963 +40 New Q4 2025 Jan 23, 2026
Commonwealth Retirement Investments LLC History New 39 24 0.01% — 962 +39 New Q4 2025 Feb 11, 2026
Oakworth Capital, Inc. History No change 40 24 0.0% 0.0% 961 0 0.0% Q4 2025 Jan 30, 2026
Golden State Wealth Management, LLC History No change 38 23 0.0% 0.0% 964 0 0.0% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 34 21 0.0% 0.0% 965 -2 -5.56% Q4 2025 Feb 03, 2026
New Age Alpha Advisors, LLC History New 33 20 0.0% — 968 +33 New Q4 2025 Feb 09, 2026
Steigerwald, Gordon & Koch Inc. History Added to 33 20 0.0% 0.0% 966 +19 135.71% Q4 2025 Jan 23, 2026
CNB Bank History No change 33 20 0.01% 0.01% 967 0 0.0% Q4 2025 Feb 11, 2026
Covestor Ltd History No change 32 20 0.01% 0.01% 969 0 0.0% Q4 2025 Feb 06, 2026
TRUST CO OF VERMONT History Added to 31 19 0.0% 0.0% 970 +10 47.62% Q4 2025 Jan 16, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 31 19 0.0% 0.0% 971 -8 -20.51% Q4 2025 Jan 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 31 19 0.02% 0.02% 972 0 0.0% Q4 2025 Feb 10, 2026
Garner Asset Management Corp History New 30 18 0.01% — 975 +30 New Q4 2025 Feb 03, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 29 18 0.0% 0.0% 973 0 0.0% Q4 2025 Feb 12, 2026
Richardson Capital Management LLC History No change 30 18 0.01% 0.01% 974 0 0.0% Q4 2025 Jan 30, 2026
MEEDER ASSET MANAGEMENT INC History New 28 17 0.0% — 976 +28 New Q4 2025 Feb 11, 2026
Barnes Dennig Private Wealth Management LLC History New 28 17 0.02% — 977 +28 New Q4 2025 Jan 14, 2026
Solstein Capital, LLC History No change 26 16 0.01% 0.0% 978 0 0.0% Q4 2025 Feb 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 25 15 0.01% 0.01% 979 0 0.0% Q4 2025 Feb 06, 2026
Archer Investment Corp History No change 24 15 0.0% 0.0% 980 0 0.0% Q4 2025 Jan 30, 2026
Atlantic Edge Private Wealth Management, LLC History No change 25 15 0.0% 0.0% 981 0 0.0% Q4 2025 Jan 27, 2026
Miller Global Investments, LLC History New 24 14 0.01% — 987 +24 New Q4 2025 Jan 05, 2026
Kemnay Advisory Services Inc. History New 23 14 0.0% — 983 +23 New Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History Added to 23 14 0.0% 0.0% 985 +20 666.67% Q4 2025 Jan 21, 2026
AdvisorNet Financial, Inc History Reduced 23 14 0.0% 0.0% 982 -1 -4.17% Q4 2025 Jan 20, 2026
DAGCO, INC. History No change 24 14 0.0% 0.0% 984 0 0.0% Q4 2025 Jan 08, 2026
Sachetta, LLC History No change 24 14 0.01% 0.01% 986 0 0.0% Q4 2025 Feb 02, 2026
WHI TRUST Co LLC History New 21 13 0.01% — 991 +21 New Q4 2025 Feb 05, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 21 13 0.0% 0.0% 988 0 0.0% Q4 2025 Feb 09, 2026
SITTNER & NELSON, LLC History No change 20 13 0.0% 0.0% 989 0 0.0% Q4 2025 Feb 11, 2026
Financial Network Wealth Advisors LLC History No change 22 13 0.01% 0.01% 990 0 0.0% Q4 2025 Feb 13, 2026
CHELSEA COUNSEL CO History No change 20 12 0.01% 0.01% 992 0 0.0% Q4 2025 Feb 24, 2026
Orion Capital Management LLC History No change 20 12 0.0% 0.0% 993 0 0.0% Q4 2025 Feb 03, 2026
Marquette Asset Management, LLC History Added to 19 11 0.0% 0.0% 994 +11 137.5% Q4 2025 Jan 16, 2026
Capital Analysts, LLC History Reduced 18 11 0.0% 0.0% 995 -3 -14.29% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History Added to 19 11 0.0% 0.0% 996 +2 11.76% Q4 2025 Jan 29, 2026
Private Wealth Management Group, LLC History No change 18 11 0.0% 0.0% 997 0 0.0% Q4 2025 Jan 23, 2026
Westfuller Advisors, LLC History New 17 10 0.0% — 999 +17 New Q4 2025 Jan 21, 2026
Bruce G. Allen Investments, LLC History No change 17 10 0.01% 0.01% 998 0 0.0% Q4 2025 Feb 10, 2026
Imprint Wealth LLC History New 16 9 0.04% — 1004 +16 New Q4 2025 Feb 17, 2026
Cornerstone Financial Management LLC History New 16 9 0.01% — 1007 +16 New Q4 2025 Feb 13, 2026
Quattro Advisors LLC History New 16 9 0.01% — 1008 +16 New Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 15 9 0.0% 0.0% 1003 +5 50.0% Q4 2025 Jan 13, 2026
Activest Wealth Management History Added to 16 9 0.0% 0.0% 1002 +1 6.67% Q4 2025 Jan 30, 2026
ICON ADVISERS INC/CO History No change 15 9 0.0% 0.0% 1000 0 0.0% Q4 2025 Feb 13, 2026
Truvestments Capital LLC History No change 16 9 0.0% 0.0% 1001 0 0.0% Q4 2025 Feb 13, 2026
Boreal Capital Management LLC History No change 16 9 0.01% 0.01% 1005 0 0.0% Q4 2025 Feb 17, 2026
Clark Wealth Partners History No change 15 9 0.01% 0.01% 1006 0 0.0% Q4 2025 Feb 04, 2026
SHP Wealth Management History New 13 8 0.0% — 1013 +13 New Q4 2025 Mar 04, 2026
Signature Equity Partners, LLC History New 13 8 0.0% — 1019 +13 New Q4 2025 Feb 17, 2026
Kilter Group LLC History Added to 13 8 0.0% 0.0% 1018 +2 18.18% Q4 2025 Feb 13, 2026
Avion Wealth History Reduced 14 8 0.0% 0.0% 1012 -1 -6.67% Q4 2025 Jan 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 14 8 0.0% 0.0% 1009 0 0.0% Q4 2025 Jan 23, 2026
HOWARD HUGHES MEDICAL INSTITUTE History No change 13 8 0.0% 0.0% 1010 0 0.0% Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History No change 14 8 0.0% 0.0% 1011 0 0.0% Q4 2025 Jan 21, 2026
Red Tortoise LLC History No change 13 8 0.0% 0.0% 1014 0 0.0% Q4 2025 Jan 22, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 14 8 0.0% 0.0% 1015 0 0.0% Q4 2025 Feb 10, 2026
United Community Bank History No change 14 8 0.0% 0.0% 1016 0 0.0% Q4 2025 Jan 30, 2026
Rossby Financial, LCC History No change 14 8 0.0% 0.0% 1017 0 0.0% Q4 2025 Feb 12, 2026
BAYBAN History New 12 7 0.01% — 1021 +12 New Q4 2025 Mar 05, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 12 7 0.0% 0.0% 1020 +1 9.09% Q4 2025 Jan 23, 2026
Legacy Bridge, LLC History New 11 6 0.0% — 1025 +11 New Q4 2025 Jan 23, 2026
J.Safra Asset Management Corp History New 10 6 0.0% — 1023 +10 New Q4 2025 Feb 11, 2026
Grove Bank & Trust History Reduced 11 6 0.0% 0.0% 1024 -8 -42.11% Q4 2025 Jan 08, 2026
Mowery & Schoenfeld Wealth Management, LLC History Added to 10 6 0.01% 0.01% 1031 +3 42.86% Q4 2025 Jan 28, 2026
Bell Investment Advisors, Inc History Reduced 11 6 0.0% 0.0% 1027 -1 -8.33% Q4 2025 Feb 24, 2026
Bangor Savings Bank History No change 11 6 0.0% 0.0% 1022 0 0.0% Q4 2025 Jan 16, 2026
SOA Wealth Advisors, LLC. History No change 6,812 6 0.0% 0.0% 1026 0 0.0% Q4 2025 Jan 20, 2026
Abound Wealth Management History No change 10 6 0.0% 0.0% 1028 0 0.0% Q4 2025 Jan 12, 2026
Aspect Partners, LLC History No change 10 6 0.0% 0.0% 1029 0 0.0% Q4 2025 Jan 23, 2026
Cetera Trust Company, N.A History No change 11 6 0.0% 0.0% 1030 0 0.0% Q4 2025 Feb 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 11 6 0.0% 0.0% 1032 0 0.0% Q4 2025 Jan 15, 2026
HighMark Wealth Management LLC History No change 9 5 0.0% 0.0% 1033 0 0.0% Q4 2025 Feb 05, 2026
Asset Planning,Inc History No change 9 5 0.0% 0.0% 1034 0 0.0% Q4 2025 Feb 03, 2026
Nova Wealth Management, Inc. History No change 10 5 0.0% 0.0% 1035 0 0.0% Q4 2025 Jan 14, 2026
Y.D. More Investments Ltd History New 2,109 4 0.0% — 1043 +2,109 New Q4 2025 Jan 21, 2026
Arlington Trust Co LLC History Reduced 7 4 0.0% 0.01% 1045 -117 -94.35% Q4 2025 Jan 30, 2026
Strategic Wealth Advisors LLC History New 7 4 0.0% — 1048 +7 New Q4 2025 Feb 03, 2026
Sound Income Strategies, LLC History Added to 7 4 0.0% — 1039 +6 600.0% Q4 2025 Jan 21, 2026
Dogwood Wealth Management LLC History Added to 8 4 0.0% 0.0% 1047 +4 100.0% Q4 2025 Feb 04, 2026
Bay Harbor Wealth Management, LLC History Added to 7 4 0.0% 0.0% 1040 +3 75.0% Q4 2025 Feb 02, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 8 4 0.0% 0.0% 1041 +1 14.29% Q4 2025 Jan 23, 2026
Dunhill Financial, LLC History Added to 8 4 0.0% 0.0% 1044 +1 14.29% Q4 2025 Jan 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 8 4 0.0% 0.0% 1036 0 0.0% Q4 2025 Feb 06, 2026
C M BIDWELL & ASSOCIATES LTD History No change 7 4 0.0% 0.0% 1037 0 0.0% Q4 2025 Feb 13, 2026
Mascoma Wealth Management LLC History No change 8 4 0.0% 0.0% 1038 0 0.0% Q4 2025 Feb 04, 2026
Key FInancial Inc History No change 7 4 0.0% 0.0% 1042 0 0.0% Q4 2025 Feb 09, 2026
Tidemark, LLC History No change 7 4 0.0% 0.0% 1046 0 0.0% Q4 2025 Feb 10, 2026
Manchester Capital Management LLC History Reduced 6 3 0.0% 0.01% 1052 -161 -96.41% Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History New 6 3 0.0% — 1051 +6 New Q4 2025 Jan 30, 2026
Fairman Group, LLC History New 6 3 0.0% — 1060 +6 New Q4 2025 Feb 13, 2026
AMERICAN NATIONAL BANK & TRUST History New 5 3 0.0% — 1050 +5 New Q4 2025 Jan 20, 2026
Wilkerson Advisory Group LLC History New 5 3 0.0% — 1065 +5 New Q4 2025 Feb 13, 2026
Advocate Investing Services LLC History New 5 3 0.0% — 1066 +5 New Q4 2025 Feb 12, 2026
Smallwood Wealth Investment Management, LLC History Added to 5 3 0.0% 0.0% 1057 +3 150.0% Q4 2025 Jan 23, 2026
Cape Investment Advisory, Inc. History Added to 5 3 0.0% 0.0% 1058 +3 150.0% Q4 2025 Feb 17, 2026
Wealth Watch Advisors, INC History Reduced 6 3 0.0% 0.0% 1062 -1 -14.29% Q4 2025 Feb 17, 2026
FIRST UNITED BANK & TRUST History No change 5 3 0.0% 0.0% 1049 0 0.0% Q4 2025 Jan 21, 2026
Penserra Capital Management LLC History No change 6 3 0.0% 0.0% 1053 0 0.0% Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History No change 6 3 0.0% 0.0% 1054 0 0.0% Q4 2025 Feb 20, 2026
Morse Asset Management, Inc History No change 5 3 0.0% 0.0% 1055 0 0.0% Q4 2025 Feb 03, 2026
MTM Investment Management, LLC History No change 6 3 0.0% 0.0% 1056 0 0.0% Q4 2025 Feb 09, 2026
DiNuzzo Private Wealth, Inc. History No change 6 3 0.0% 0.0% 1059 0 0.0% Q4 2025 Jan 16, 2026
Granite FO LLC History No change 6 3 0.0% 0.0% 1061 0 0.0% Q4 2025 Feb 06, 2026
Hughes Financial Services, LLC History No change 6 3 0.0% 0.0% 1063 0 0.0% Q4 2025 Feb 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 6 3 0.0% 0.0% 1064 0 0.0% Q4 2025 Feb 17, 2026
Rachor Investment Advisory Services, LLC History New 4 2 0.0% — 1072 +4 New Q4 2025 Jan 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 3 2 0.0% 0.0% 1067 +1 50.0% Q4 2025 Feb 13, 2026
TD Capital Management LLC History No change 4 2 0.0% 0.0% 1068 0 0.0% Q4 2025 Feb 26, 2026
Heritage Wealth Advisors History No change 4 2 0.0% 0.0% 1069 0 0.0% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History No change 3 2 0.0% 0.0% 1070 0 0.0% Q4 2025 Jan 21, 2026
Harvest Fund Management Co., Ltd History No change 4 2 0.0% 0.0% 1071 0 0.0% Q4 2025 Feb 11, 2026
Rialto Wealth Management, LLC History No change 4 2 0.0% 0.0% 1073 0 0.0% Q4 2025 Jan 12, 2026
WPG Advisers, LLC History Reduced 2 1 0.0% 0.01% 1083 -26 -92.86% Q4 2025 Jan 28, 2026
JNBA Financial Advisors History New 3 1 0.0% — 1074 +3 New Q4 2025 Jan 26, 2026
High Note Wealth, LLC History New 3 1 0.0% — 1076 +3 New Q4 2025 Feb 05, 2026
Signature Resources Capital Management, LLC History New 3 1 0.0% — 1080 +3 New Q4 2025 Jan 21, 2026
Legacy Wealth Managment, LLC/ID History New 2 1 0.0% — 1082 +2 New Q4 2025 Feb 03, 2026
Beaird Harris Wealth Management, LLC History Reduced 3 1 0.0% 0.0% 1079 -1 -25.0% Q4 2025 Feb 23, 2026
HHM Wealth Advisors, LLC History No change 3 1 0.0% 0.0% 1075 0 0.0% Q4 2025 Jan 22, 2026
TFC Financial Management, Inc. History No change 3 1 0.0% 0.0% 1077 0 0.0% Q4 2025 Jan 23, 2026
Delos Wealth Advisors, LLC History No change 2 1 0.0% 0.0% 1078 0 0.0% Q4 2025 Feb 17, 2026
Nemes Rush Group LLC History No change 3 1 0.0% 0.0% 1081 0 0.0% Q4 2025 Feb 11, 2026
HFM Investment Advisors, LLC History No change 2 1 0.0% 0.0% 1084 0 0.0% Q4 2025 Feb 05, 2026
WINNOW WEALTH LLC History No change 2 1 0.0% 0.0% 1085 0 0.0% Q4 2025 Feb 11, 2026
Atika Capital Management LLC History Closed out 0 0 — 3.48% — -68,483 -100.0% Q3 2025 Nov 13, 2025
M&G Plc History Closed out 0 0 — 0.2% — -60,657 -100.0% Q3 2025 Nov 07, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 — 0.03% — -27,987 -100.0% Q3 2025 Nov 14, 2025
PINNBROOK CAPITAL MANAGEMENT LP History Closed out 0 0 — 1.47% — -21,081 -100.0% Q3 2025 Nov 13, 2025
Aquatic Capital Management LLC History Closed out 0 0 — 0.19% — -16,143 -100.0% Q3 2025 Nov 14, 2025
1832 Asset Management L.P. History Closed out 0 0 — 0.01% — -15,100 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 — 0.02% — -14,800 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.03% — -11,784 -100.0% Q3 2025 Nov 10, 2025
L & S Advisors Inc History Closed out 0 0 — 0.66% — -10,966 -100.0% Q3 2025 Nov 07, 2025
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History Closed out 0 0 — 0.93% — -9,100 -100.0% Q3 2025 Feb 13, 2026
Jain Global LLC History Closed out 0 0 — 0.02% — -8,077 -100.0% Q3 2025 Nov 14, 2025
DoubleLine ETF Adviser LP History Closed out 0 0 — 1.24% — -6,512 -100.0% Q3 2025 Nov 14, 2025
ABC ARBITRAGE SA History Closed out 0 0 — 0.29% — -4,724 -100.0% Q3 2025 Nov 06, 2025
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 — 0.09% — -3,912 -100.0% Q3 2025 Nov 14, 2025
FIRST FINANCIAL BANKSHARES INC History Closed out 0 0 — 0.04% — -3,414 -100.0% Q3 2025 Nov 10, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.15% — -3,231 -100.0% Q3 2025 Oct 28, 2025
OSSIAM History Closed out 0 0 — 0.02% — -2,755 -100.0% Q3 2025 Nov 14, 2025
BANK OF HAWAII History Closed out 0 0 — 0.08% — -2,409 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.01% — -1,992 -100.0% Q3 2025 Nov 13, 2025
Redwood Investment Management, LLC History Closed out 0 0 — 0.13% — -1,914 -100.0% Q3 2025 Nov 14, 2025
Bridgewater Associates, LP History Closed out 0 0 — 0.0% — -1,855 -100.0% Q3 2025 Nov 13, 2025
VestGen Advisors, LLC History Closed out 0 0 — 0.04% — -1,792 -100.0% Q3 2025 Nov 14, 2025
Epoch Investment Partners, Inc. History Closed out 0 0 — 0.0% — -1,437 -100.0% Q3 2025 Nov 13, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 — 0.1% — -1,307 -100.0% Q3 2025 Nov 14, 2025
NorthRock Partners, LLC History Closed out 0 0 — 0.01% — -1,293 -100.0% Q3 2025 Nov 14, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.0% — -1,200 -100.0% Q3 2025 Nov 14, 2025
Sageworth Trust Co History Closed out 0 0 — 0.03% — -1,185 -100.0% Q3 2025 Nov 07, 2025
Erste Asset Management GmbH History Closed out 0 0 — 0.01% — -1,150 -100.0% Q3 2025 Nov 12, 2025
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.01% — -871 -100.0% Q3 2025 Nov 05, 2025
Voleon Capital Management LP History Closed out 0 0 — 0.01% — -867 -100.0% Q3 2025 Nov 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 — 0.02% — -849 -100.0% Q3 2025 Nov 17, 2025
Oak Thistle LLC History Closed out 0 0 — 0.07% — -767 -100.0% Q3 2025 Oct 07, 2025
Edgestream Partners, L.P. History Closed out 0 0 — 0.01% — -733 -100.0% Q3 2025 Nov 12, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -650 -100.0% Q3 2025 Nov 14, 2025
PEAK6 LLC History Closed out 0 0 — 0.0% — -575 -100.0% Q3 2025 Mar 30, 2026
Virtu Financial LLC History Closed out 0 0 — 0.02% — -550 -100.0% Q3 2025 Nov 14, 2025
A4 Wealth Advisors LLC History Closed out 0 0 — 0.27% — -511 -100.0% Q3 2025 Nov 04, 2025
Blue Door Asset Management, LLC History Closed out 0 0 — 0.16% — -480 -100.0% Q3 2025 Nov 14, 2025
Hollow Brook Wealth Management LLC History Closed out 0 0 — 0.07% — -439 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -428 -100.0% Q3 2025 Oct 14, 2025
Thomasville National Bank History Closed out 0 0 — 0.02% — -428 -100.0% Q3 2025 Oct 10, 2025
Alta Advisers Ltd History Closed out 0 0 — 0.08% — -406 -100.0% Q3 2025 Oct 31, 2025
Triad Wealth Partners, LLC History Closed out 0 0 — 0.03% — -390 -100.0% Q3 2025 Oct 30, 2025
SIGNET FINANCIAL MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -376 -100.0% Q3 2025 Nov 07, 2025
West Family Investments, Inc. History Closed out 0 0 — 6.84% — -321 -100.0% Q3 2025 Feb 10, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Closed out 0 0 — 0.03% — -320 -100.0% Q3 2025 Oct 30, 2025
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 — 0.0% — -319 -100.0% Q3 2025 Oct 14, 2025
GROUP ONE TRADING LLC History Closed out 0 0 — 0.0% — -268 -100.0% Q3 2025 Nov 12, 2025
Hilltop National Bank History Closed out 0 0 — 0.04% — -265 -100.0% Q3 2025 Oct 08, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.05% — -115 -100.0% Q3 2025 Nov 19, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.01% — -68 -100.0% Q3 2025 Nov 13, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -63 -100.0% Q3 2025 Nov 13, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -61 -100.0% Q3 2025 Nov 03, 2025
Quarry LP History Closed out 0 0 — 0.01% — -60 -100.0% Q3 2025 Nov 14, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.02% — -60 -100.0% Q3 2025 Nov 06, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -53 -100.0% Q3 2025 Oct 29, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.01% — -37 -100.0% Q3 2025 Oct 08, 2025
CHESAPEAKE ASSET MANAGEMENT LLC History Closed out 0 0 — 0.02% — -35 -100.0% Q3 2025 Oct 17, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2025 Nov 14, 2025
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2025 Nov 17, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 — 0.0% — -23 -100.0% Q3 2025 Nov 04, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.01% — -18 -100.0% Q3 2025 Nov 03, 2025
North Capital, Inc. History Closed out 0 0 — 0.01% — -18 -100.0% Q3 2025 Oct 09, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2025 Oct 16, 2025
POM Investment Strategies, LLC History Closed out 0 0 — 0.0% — -15 -100.0% Q3 2025 Nov 12, 2025
PROFFITT & GOODSON INC History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2025 Oct 21, 2025
Breakwater Investment Management History Reduced 1 0 — 0.0% — -5 -83.33% Q4 2025 Feb 02, 2026
Financial Gravity Asset Management, Inc. History Closed out 0 0 — 0.0% — -5 -100.0% Q3 2025 Nov 14, 2025
Quest 10 Wealth Builders, Inc. History Reduced 1 0 — 0.0% — -4 -80.0% Q4 2025 Jan 29, 2026
BARRETT & COMPANY, INC. History Closed out 0 0 — 0.0% — -3 -100.0% Q3 2025 Oct 31, 2025
Principia Wealth Advisory, LLC History Reduced 1 0 — 0.0% — -2 -66.67% Q4 2025 Feb 10, 2026
GODSEY & GIBB, INC History Closed out 0 0 — 0.0% — -2 -100.0% Q3 2025 Oct 24, 2025
ARCADIA INVESTMENT MANAGEMENT CORP/MI History New 1 0 — — — +1 New Q4 2025 Feb 10, 2026
Trust Co History New 1 0 — — — +1 New Q4 2025 Jan 15, 2026
Atlantic Private Wealth, LLC History New 1 0 — — — +1 New Q4 2025 Feb 11, 2026
Bare Financial Services, Inc History New 1 0 — — — +1 New Q4 2025 Feb 06, 2026
Rakuten Securities, Inc. History New 1 0 — — — +1 New Q4 2025 Jan 29, 2026
IMG Wealth Management, Inc. History New 1 0 — — — +1 New Q4 2025 Feb 05, 2026
Murphy & Mullick Capital Management Corp History New 1 0 — — — +1 New Q4 2025 Feb 10, 2026
MCGUIRE CAPITAL ADVISORS INC History New 1 0 — — — +1 New Q4 2025 Feb 19, 2026
Hurley Capital, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 12, 2025
Davis Capital Management History Closed out 0 0 — — — -1 -100.0% Q3 2025 Oct 21, 2025
FINANCIAL CONSULATE, INC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 22, 2026
Stone House Investment Management, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 21, 2026
Quaker Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 1 0 — — — 0 0.0% Q4 2025 Feb 05, 2026
DHJJ Financial Advisors, Ltd. History No change 1 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
Cherry Tree Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 10, 2026
Turning Point Benefit Group, Inc. History No change 1 0 — — — 0 0.0% Q4 2025 Jan 30, 2026
Seneschal Advisors, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 13, 2026