Strategy Inc - MSTR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 125 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
JANE STREET GROUP, LLC History Added to 29,284,122 4,448,453 0.67% 1.24% 1 +4,094,959 16.26% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 24,062,886 3,656,355 0.05% 0.1% 2 +4,178,611 21.01% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 23,667,658 3,596,300 0.41% 0.94% 3 -1,970,418 -7.69% Q4 2025 Feb 17, 2026
CTC LLC History Added to 451,193 3,368,447 1.64% 3.69% 4 +57,513 14.61% Q4 2025 Feb 18, 2026
Capital International Investors History Added to 22,707,268 3,297,257 0.52% 0.81% 5 +5,609,373 32.81% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Reduced 21,594,461 3,281,278 0.49% 1.36% 6 -6,154,629 -22.18% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 16,863,127 2,562,352 6.08% 12.53% 7 -2,589,681 -13.31% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 15,670,028 2,303,278 0.04% 0.08% 8 -7,686 -0.05% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 9,426,693 1,428,997 0.09% 0.16% 9 +942,577 11.11% Q4 2025 Feb 13, 2026
Capital Research Global Investors History Added to 7,008,535 1,064,962 0.2% 0.25% 10 +2,803,277 66.66% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 6,588,912 1,001,181 0.16% 0.15% 11 +3,561,238 117.62% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 6,292,301 944,558 0.03% 0.07% 12 +130,253 2.11% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 5,389,942 819,001 0.1% 0.22% 13 -122,426 -2.22% Q4 2025 Mar 25, 2026
Amundi History Added to 4,790,702 727,947 0.2% 0.12% 14 +3,779,340 373.69% Q4 2025 Feb 17, 2026
LMR Partners LLP History Added to 4,543,852 690,438 1.3% 5.83% 15 +440,336 10.73% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History Reduced 4,162,052 632,423 15.13% 21.61% 16 -76,383 -1.8% Q4 2025 Feb 17, 2026
Belvedere Trading LLC History Reduced 4,087,094 621,033 0.67% 2.4% 17 -2,372,355 -36.73% Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,911,499 592,831 0.04% 0.08% 18 +175,343 4.69% Q4 2025 Feb 09, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,852,006 585,041 0.04% 0.01% 19 +3,236,073 525.39% Q4 2025 Feb 17, 2026
NORGES BANK History New 3,528,397 536,139 0.06% 20 +3,528,397 New Q4 2025 Feb 10, 2026
CANTOR FITZGERALD, L. P. History Reduced 3,430,583 521,277 7.91% 24.59% 21 -1,919,309 -35.88% Q4 2025 Feb 17, 2026
Capital World Investors History Added to 3,547,595 492,492 0.07% 0.06% 22 +1,632,179 85.21% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Added to 2,259,627 492,463 0.17% 0.27% 23 +63,796 2.91% Q4 2025 Feb 12, 2026
Weiss Asset Management LP History Reduced 3,106,920 472,096 6.61% 516.55% 24 -1,486,844 -32.37% Q4 2025 Feb 17, 2026
Marex Group plc History Added to 3,046,832 462,644 2.91% 4.98% 25 +856,808 39.12% Q4 2025 Feb 12, 2026
PEAK6 LLC History Reduced 2,536,955 385,490 0.72% 1.44% 26 -512,999 -16.82% Q4 2025 Mar 12, 2026
BARCLAYS PLC History Added to 2,326,512 353,513 0.08% 0.09% 27 +1,106,304 90.67% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 2,268,819 344,744 0.06% 28 +2,268,819 New Q4 2025 Feb 17, 2026
Harvest Portfolios Group Inc. History Added to 2,110,081 320,626 5.58% 9.22% 29 +559,561 36.09% Q4 2025 Feb 06, 2026
MILLENNIUM MANAGEMENT LLC History Added to 2,041,289 310,173 0.13% 0.11% 30 +1,232,850 152.5% Q4 2025 Feb 17, 2026
Clear Street Group Inc. History Reduced 1,971,486 299,567 1.11% 6.54% 31 -3,980,811 -66.88% Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History Added to 1,969,935 299,331 0.59% 0.73% 32 +473,535 31.64% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 1,849,447 281,023 0.15% 0.23% 33 +578,667 45.54% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 1,817,979 276,241 0.04% 0.08% 34 +153,894 9.25% Q4 2025 Feb 19, 2026
NORTHERN TRUST CORP History Added to 1,581,952 240,377 0.03% 0.06% 35 +11,629 0.74% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 1,581,688 240,337 0.34% 1.25% 36 -965,194 -37.9% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 1,507,600 229,079 0.23% 0.14% 37 +1,086,700 258.18% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,493,816 226,985 0.05% 0.09% 38 +242,582 19.39% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 1,371,947 208,467 0.05% 0.09% 39 +116,177 9.25% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,271,015 193,130 0.03% 0.06% 40 +91,859 7.79% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 1,237,500 188,038 0.21% 0.13% 41 +997,292 415.18% Q4 2025 Feb 17, 2026
Intesa Sanpaolo S.p.A. History New 1,215,000 184,619 10.59% 42 +1,215,000 New Q4 2025 Feb 17, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 1,143,156 173,492 1.37% 3.2% 43 -205,560 -15.24% Q4 2025 Feb 02, 2026
CITIGROUP INC History Added to 1,121,727 170,446 0.08% 0.08% 44 +536,446 91.66% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,034,481 154,791 0.14% 0.66% 45 -1,034,082 -49.99% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 1,017,260 154,572 0.29% 378.25% 46 +764,405 302.31% Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History Reduced 917,432 139,403 0.46% 1.98% 47 -1,083,010 -54.14% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 913,183 138,758 0.02% 0.05% 48 -10,082 -1.09% Q4 2025 Feb 10, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 957,332 137,111 0.21% 0.06% 49 +731,602 324.1% Q4 2025 Feb 12, 2026
OLD MISSION CAPITAL LLC History Reduced 2,636,536 136,337 3.12% 4.19% 50 -624,364 -19.15% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 883,433 115,328 0.03% 0.07% 51 -12,237 -1.37% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Added to 758,596 115,268 0.12% 0.19% 52 +157,796 26.26% Q4 2025 Feb 13, 2026
Quadrature Capital Ltd History New 756,266 114,914 1.17% 53 +756,266 New Q4 2025 Feb 17, 2026
Anson Funds Management LP History New 750,000 113,962 10.74% 54 +750,000 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 758,004 113,253 0.04% 0.09% 55 -98,740 -11.53% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 734,470 111,602 0.85% 1.25% 56 +277,446 60.71% Q4 2025 Jan 14, 2026
SG Americas Securities, LLC History Added to 728,727 110,730 0.14% 0.24% 57 +507,427 229.29% Q4 2025 Jan 09, 2026
Swiss National Bank History Reduced 715,380 108,701 0.06% 0.14% 58 -37,120 -4.93% Q4 2025 Feb 12, 2026
VAN ECK ASSOCIATES CORP History Added to 886,378 103,970 0.09% 0.09% 59 +291,767 49.07% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 653,193 99,252 0.04% 0.04% 60 +443,514 211.52% Q4 2025 Feb 10, 2026
NOMURA HOLDINGS INC History Reduced 634,775 96,454 0.13% 0.42% 61 -209,978 -24.86% Q4 2025 Feb 17, 2026
National Pension Service History Added to 614,409 93,359 0.07% 0.13% 62 +102,769 20.09% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Added to 608,328 92,435 0.07% 0.1% 63 +195,691 47.42% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 606,629 92,177 0.05% 0.12% 64 -17,352 -2.78% Q4 2025 Jan 23, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History Reduced 600,000 91,170 1.51% 3.29% 65 -65,800 -9.88% Q4 2025 Feb 17, 2026
Caption Management, LLC History Added to 590,000 89,650 0.61% 0.05% 66 +570,000 2850.0% Q4 2025 Feb 17, 2026
NATIXIS History Reduced 556,101 84,499 0.3% 1.5% 67 -447,616 -44.6% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 501,988 76,025 0.0% 0.05% 68 -1,873,695 -78.87% Q4 2025 Feb 11, 2026
Nuveen, LLC History Added to 481,232 73,085 0.02% 0.04% 69 +3,307 0.69% Q4 2025 Feb 12, 2026
Sessa Capital IM, L.P. History New 474,000 72,024 1.35% 70 +474,000 New Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 470,632 71,512 0.04% 0.09% 71 +22,475 5.01% Q4 2025 Feb 12, 2026
MIRAE ASSET SECURITIES (USA) INC. History Reduced 471,142 71,503 1.97% 4.64% 72 -479 -0.1% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 438,743 66,666 0.04% 0.09% 73 +45,421 11.55% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 417,790 63,483 0.11% 0.19% 74 +131,014 45.69% Q4 2025 Feb 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 408,369 62,051 0.06% 0.14% 75 -3,612 -0.88% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 407,569 61,931 0.01% 0.02% 76 -63,021 -13.39% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 400,000 60,780 0.06% 0.11% 77 +63,897 19.01% Q4 2025 Feb 13, 2026
Jain Global LLC History Reduced 399,700 60,734 0.29% 0.68% 78 -48,300 -10.78% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 370,057 56,521 0.03% 0.06% 79 +54,840 17.4% Q4 2025 Mar 20, 2026
WELLS FARGO & COMPANY/MN History Reduced 379,718 56,085 0.01% 0.02% 80 -9,523 -2.45% Q4 2025 Feb 13, 2026
Marathon Trading Investment Management LLC History Added to 366,323 55,509 1.26% 0.19% 81 +357,943 4271.4% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 400,753 51,001 0.0% 0.03% 82 -1,489,688 -78.8% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 634,770 50,709 0.05% 0.06% 83 +107 0.02% Q4 2025 Feb 12, 2026
CREDIT AGRICOLE S A History Added to 313,488 47,634 0.11% 0.17% 84 +114,606 57.63% Q4 2025 Feb 17, 2026
KBC Group NV History Added to 311,624 47,351 0.11% 0.17% 85 +88,501 39.66% Q4 2025 Jan 26, 2026
Massar Capital Management, LP History Added to 310,139 47,125 5.06% 9.62% 86 +83,162 36.64% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 309,843 47,080 0.14% 0.14% 87 +192,685 164.47% Q4 2025 Feb 13, 2026
Philadelphia Financial Management of San Francisco, LLC History New 300,000 45,585 4.89% 88 +300,000 New Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 276,627 43,474 0.03% 0.06% 89 +14,780 5.64% Q4 2025 Feb 03, 2026
CSS LLC/IL History Reduced 282,400 42,910 1.91% 4.24% 90 -10,800 -3.68% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 279,818 42,518 0.03% 0.08% 91 -33,747 -10.76% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 279,750 42,508 0.06% 0.13% 92 +5,750 2.1% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 279,650 42,492 0.06% 0.12% 93 -2,500 -0.89% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 383,471 40,628 0.06% 0.11% 94 -2,861 -0.74% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 265,745 40,379 0.53% 0.52% 95 +155,555 141.17% Q4 2025 Feb 10, 2026
SIH Partners, LLLP History New 260,230 39,541 0.75% 96 +260,230 New Q4 2025 Feb 17, 2026
Man Group plc History Added to 259,363 39,410 0.07% 0.03% 97 +197,716 320.72% Q4 2025 Feb 17, 2026
Capula Management Ltd History Reduced 257,488 39,125 0.2% 5.68% 98 -3,285,160 -92.73% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 236,780 35,978 0.06% 0.14% 99 -4,435 -1.84% Q4 2025 Feb 12, 2026
Vontobel Holding Ltd. History Reduced 236,513 35,938 0.11% 0.34% 100 -108,093 -31.37% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 233,574 34,047 0.05% 0.09% 101 -7,260 -3.01% Q4 2025 Feb 12, 2026
AVIVA PLC History Added to 218,916 33,264 0.06% 0.12% 102 +11,449 5.52% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 239,703 33,081 0.03% 0.06% 103 -12,277 -4.87% Q4 2025 Feb 13, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History New 217,402 33,034 2.04% 104 +217,402 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 200,998 30,541 0.03% 0.07% 105 +9,401 4.91% Q4 2025 Feb 17, 2026
SONA ASSET MANAGEMENT (US) LLC History Added to 200,000 30,390 0.69% 0.59% 107 +125,000 166.67% Q4 2025 Feb 17, 2026
DeepCurrents Investment Group LLC History Added to 2,000 30,390 1.0% 0.47% 106 +1,430 250.88% Q4 2025 Feb 13, 2026
Aspiring Ventures, LLC History Added to 263,333 29,680 10.1% 17.24% 108 +51,111 24.08% Q4 2025 Jan 27, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 194,828 29,604 0.02% 0.04% 109 +6,374 3.38% Q4 2025 Feb 13, 2026
Sculptor Capital LP History No change 192,700 29,280 0.3% 0.73% 110 0 0.0% Q4 2025 Feb 13, 2026
Quantitative Investment Management, LLC History New 178,287 27,090 2.63% 111 +178,287 New Q4 2025 Feb 17, 2026
Jump Financial, LLC History Added to 176,978 26,891 0.33% 0.53% 112 +40,119 29.31% Q4 2025 Feb 17, 2026
HBK INVESTMENTS L P History Added to 173,564 26,373 0.21% 0.47% 113 +40,564 30.5% Q4 2025 Feb 17, 2026
Saba Capital Management, L.P. History New 170,000 25,831 0.77% 114 +170,000 New Q4 2025 Feb 17, 2026
Treasurer of the State of North Carolina History Added to 168,688 25,632 0.08% 0.16% 115 +9,117 5.71% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 161,556 24,548 0.03% 0.04% 116 +59,412 58.16% Q4 2025 Feb 17, 2026
Centiva Capital, LP History Reduced 153,144 23,270 0.19% 0.6% 117 -42,956 -21.91% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Reduced 150,498 22,868 0.12% 0.25% 118 -12,760 -7.82% Q4 2025 Feb 09, 2026
SHARIAPORTFOLIO, INC. History Added to 150,325 22,841 9.62% 13.13% 119 +43,833 41.16% Q4 2025 Jan 21, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Added to 139,377 21,178 0.29% 0.54% 120 +889 0.64% Q4 2025 Feb 11, 2026
EULAV Asset Management History Added to 138,000 20,969 0.56% 0.65% 121 +51,500 59.54% Q4 2025 Feb 11, 2026
Greenland Capital Management LP History Added to 170,900 20,844 2.21% 1.01% 122 +110,900 184.83% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 134,967 20,661 0.03% 0.07% 123 +4,905 3.77% Q4 2025 Jan 28, 2026
Korea Investment CORP History Added to 134,263 20,401 0.04% 0.08% 124 +15,337 12.9% Q4 2025 Feb 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 134,117 20,394 0.02% 0.02% 125 +56,431 72.64% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 133,605 20,299 0.04% 0.06% 126 -5,429 -3.9% Q4 2025 Feb 13, 2026
TB Alternative Assets Ltd. History Added to 132,801 20,179 3.3% 6.07% 127 +6,801 5.4% Q4 2025 Jan 16, 2026
DANSKE BANK A/S History Reduced 132,746 20,170 0.05% 0.1% 128 -26,160 -16.46% Q4 2025 Feb 02, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 131,555 19,989 0.04% 0.1% 129 -5,687 -4.14% Q4 2025 Feb 17, 2026
Strong Tower Advisory Services History Added to 128,733 19,560 3.5% 5.49% 130 +38,752 43.07% Q4 2025 Jan 23, 2026
Kovack Advisors, Inc. History Added to 214,969 19,338 0.9% 0.02% 131 +214,295 31794.51% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 127,131 19,317 0.01% 132 +127,131 New Q4 2025 Feb 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 123,789 18,809 0.04% 0.08% 133 +1,977 1.62% Q4 2025 Feb 13, 2026
APG Asset Management N.V. History Added to 144,313 18,671 0.05% 0.0% 134 +139,263 2757.68% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 127,534 18,098 0.05% 0.09% 135 +9,161 7.74% Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Reduced 120,420 18,062 0.02% 0.03% 136 -50,204 -29.42% Q4 2025 Feb 06, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 115,608 17,566 0.03% 0.06% 137 +23,848 25.99% Q4 2025 Feb 17, 2026
Virtu Financial LLC History Added to 114,731 17,433 0.68% 0.19% 138 +104,389 1009.37% Q4 2025 Feb 23, 2026
Robeco Institutional Asset Management B.V. History Reduced 112,874 17,151 0.02% 0.07% 139 -27,374 -19.52% Q4 2025 Jan 23, 2026
683 Capital Management, LLC History Reduced 111,700 16,972 0.74% 2.33% 140 -26,900 -19.41% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 108,770 16,527 0.01% 0.03% 141 -137 -0.13% Q4 2025 Feb 10, 2026
DRW Securities, LLC History Reduced 107,210 16,290 0.43% 0.65% 142 -3,190 -2.89% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 106,910 16,244 0.05% 0.11% 143 +1,446 1.37% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 106,340 16,158 0.02% 0.03% 144 +3,762 3.67% Q4 2025 Jan 29, 2026
GeoSphere Capital Management, LLC History New 104,400 15,863 5.22% 145 +104,400 New Q4 2025 Feb 09, 2026
Asset Management One Co., Ltd. History Added to 101,951 15,835 0.04% 0.09% 146 +946 0.94% Q4 2025 Jan 27, 2026
Hunting Hill Global Capital, LLC History Added to 104,100 15,817 10.88% 0.16% 147 +102,300 5683.33% Q4 2025 Feb 17, 2026
NEOS Investment Management LLC History Added to 104,044 15,809 0.09% 0.18% 148 +27,757 36.38% Q4 2025 Feb 17, 2026
ParaFi Capital LP History Added to 200,378 15,781 4.4% 1.22% 149 +138,878 225.82% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 103,763 15,766 0.04% 0.08% 150 -11,220 -9.76% Q4 2025 Jan 30, 2026
Calamos Advisors LLC History Added to 200,000 15,752 0.06% 0.05% 151 +50,000 33.33% Q4 2025 Jan 29, 2026
BNP Paribas Asset Management Holding S.A. History New 103,076 15,691 0.02% 152 +103,076 New Q4 2025 Feb 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 103,083 15,663 0.14% 0.17% 153 +45,463 78.9% Q4 2025 Feb 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 61,022 15,534 0.05% 0.0% 154 +59,173 3200.27% Q4 2025 Feb 11, 2026
Mariner, LLC History Reduced 101,807 15,459 0.02% 0.05% 155 -15,336 -13.09% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Reduced 100,665 15,296 0.14% 0.7% 156 -126,772 -55.74% Q4 2025 Feb 18, 2026
Murchinson Ltd. History New 100,000 15,195 2.44% 157 +100,000 New Q4 2025 Feb 17, 2026
TORONTO DOMINION BANK History Added to 98,946 15,034 0.02% 0.03% 158 +29,294 42.06% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 95,160 14,459 0.06% 0.12% 159 +460 0.49% Q4 2025 Jan 28, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 92,463 14,049 0.04% 0.07% 160 +4,849 5.53% Q4 2025 Feb 10, 2026
DnB Asset Management AS History Added to 92,133 13,999 0.05% 0.11% 161 +32 0.03% Q4 2025 Feb 05, 2026
SIG BROKERAGE, LP History Added to 92,100 13,994 0.44% 0.25% 162 +65,399 244.93% Q4 2025 Feb 17, 2026
Select Equity Group, L.P. History New 90,100 13,690 0.06% 163 +90,100 New Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 88,821 13,496 0.05% 0.11% 164 -2,344 -2.57% Q4 2025 Jan 30, 2026
STRS OHIO History Added to 87,689 13,324 0.05% 0.09% 165 +12,453 16.55% Q4 2025 Feb 02, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 87,531 13,300 0.04% 0.07% 166 +15,731 21.91% Q4 2025 Jan 26, 2026
ALLIANCEBERNSTEIN L.P. History Added to 86,161 13,092 0.0% 0.01% 167 +3,361 4.06% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 86,091 13,081 0.0% 0.01% 168 -2,230 -2.52% Q4 2025 Feb 18, 2026
Leonteq Securities AG History Reduced 85,310 12,961 0.4% 2.35% 169 -155,416 -64.56% Q4 2025 Feb 06, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 84,705 12,870 0.06% 0.13% 170 +8,111 10.59% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 83,682 12,715 0.03% 0.05% 171 +24,528 41.46% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Reduced 81,155 12,332 0.04% 0.09% 172 -7,868 -8.84% Q4 2025 Feb 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 80,844 12,284 0.04% 0.1% 173 +7,398 10.07% Q4 2025 Jan 28, 2026
Swedbank AB History Added to 79,460 12,073 0.01% 0.03% 174 +316 0.4% Q4 2025 Feb 09, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History New 145,205 11,875 1.15% 175 +145,205 New Q4 2025 Feb 17, 2026
Generali Asset Management SPA SGR History Added to 77,608 11,792 0.24% 0.46% 176 +10,336 15.36% Q4 2025 Feb 03, 2026
AMERIPRISE FINANCIAL INC History Added to 76,605 11,637 0.0% 0.01% 177 +3,194 4.35% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Added to 76,118 11,566 0.04% 0.05% 178 +32,455 74.33% Q4 2025 Feb 11, 2026
Resona Asset Management Co.,Ltd. History Reduced 75,650 11,531 0.06% 0.12% 179 -2,599 -3.32% Q4 2025 Feb 06, 2026
Creative Planning History Reduced 75,652 11,495 0.01% 0.02% 180 -2,755 -3.51% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Added to 74,433 11,310 0.04% 0.04% 181 +38,921 109.6% Q4 2025 Feb 13, 2026
Baader Bank Aktiengesellschaft History Added to 102,298 11,221 0.77% 0.06% 182 +97,694 2121.94% Q4 2025 Feb 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 85,867 11,198 0.02% 0.03% 183 +27,083 46.07% Q4 2025 Feb 18, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 72,961 11,086 0.03% 0.14% 184 -93,100 -56.06% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 72,607 11,032 0.06% 0.13% 185 -3,631 -4.76% Q4 2025 Jan 28, 2026
Alpine Global Management, LLC History Reduced 72,211 10,972 2.37% 2.45% 186 -58,597 -44.8% Q4 2025 Feb 26, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 72,113 10,957 0.06% 0.12% 187 +3,943 5.78% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 71,997 10,940 0.05% 0.09% 188 +13,258 22.57% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 71,884 10,922 0.24% 189 +71,884 New Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 72,102 10,871 0.01% 0.01% 190 +60,298 510.83% Q4 2025 Mar 09, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 70,387 10,695 0.02% 0.05% 191 +4,298 6.5% Q4 2025 Jan 27, 2026
Pilgrim Partners Asia Pte Ltd History Added to 70,000 10,636 5.08% 0.01% 192 +69,900 69900.0% Q4 2025 Feb 03, 2026
Accuvest Global Advisors History Reduced 69,422 10,549 7.77% 14.42% 193 -2,361 -3.29% Q4 2025 Feb 11, 2026
GUGGENHEIM CAPITAL LLC History Added to 66,036 10,034 0.07% 0.15% 194 +3,394 5.42% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History Added to 60,592 9,206 0.02% 0.05% 195 +5,013 9.02% Q4 2025 Feb 10, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 60,378 9,174 0.03% 0.29% 196 -206,172 -77.35% Q4 2025 Feb 17, 2026
BIT Capital GmbH History Reduced 60,100 9,132 0.34% 2.13% 197 -133,025 -68.88% Q4 2025 Feb 11, 2026
Verition Fund Management LLC History Reduced 58,773 8,930 0.04% 0.23% 198 -113,418 -65.87% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 58,788 8,929 0.01% 0.02% 199 +13,374 29.45% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 57,578 8,836 0.01% 0.01% 200 +21,426 59.27% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Reduced 60,020 8,681 0.04% 0.09% 201 -4,405 -6.84% Q4 2025 Feb 13, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 56,495 8,584 0.15% 0.3% 202 +5,925 11.72% Q4 2025 Jan 27, 2026
FORSTA AP-FONDEN History Reduced 55,820 8,481 0.05% 0.11% 203 -480 -0.85% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 57,192 8,419 0.03% 0.08% 204 +4,561 8.67% Q4 2025 Feb 18, 2026
Rockefeller Capital Management L.P. History Reduced 55,137 8,378 0.02% 0.05% 205 -25,277 -31.43% Q4 2025 Mar 16, 2026
ADVENT CAPITAL MANAGEMENT /DE/ History Added to 105,738 8,360 0.17% 0.19% 206 +12,500 13.41% Q4 2025 Feb 09, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 54,214 8,237 0.06% 0.12% 207 +7,386 15.77% Q4 2025 Feb 03, 2026
Schonfeld Strategic Advisors LLC History Added to 53,466 8,124 0.04% 0.01% 208 +48,001 878.33% Q4 2025 Feb 17, 2026
Aberdeen Group plc History Reduced 53,226 8,087 0.01% 0.03% 209 -315 -0.59% Q4 2025 Jan 16, 2026
EverSource Wealth Advisors, LLC History Added to 52,606 7,993 0.29% 0.45% 210 +17,270 48.87% Q4 2025 Feb 06, 2026
Arrington Capital Management, LLC History New 52,500 7,977 7.48% 211 +52,500 New Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Reduced 26,399 7,865 0.02% 0.03% 212 -89 -0.34% Q4 2025 Feb 10, 2026
Skandinaviska Enskilda Banken AB (publ) History Added to 51,720 7,855 0.03% 0.06% 213 +2,303 4.66% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 51,100 7,764 0.0% 0.0% 214 +3,895 8.25% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Added to 50,712 7,705 0.11% 0.16% 215 +18,416 57.02% Q4 2025 Feb 13, 2026
IFM Investors Pty Ltd History Added to 50,595 7,688 0.06% 0.14% 216 +549 1.1% Q4 2025 Feb 12, 2026
Independent Advisor Alliance History Reduced 52,633 7,570 0.18% 0.45% 217 -5,657 -9.7% Q4 2025 Feb 04, 2026
Caitong International Asset Management Co., Ltd History New 49,032 7,450 1.83% 218 +49,032 New Q4 2025 Mar 03, 2026
Fiduciary Alliance LLC History Added to 49,524 7,305 0.48% 0.98% 219 +2,279 4.82% Q4 2025 Jan 22, 2026
WINTON GROUP Ltd History Added to 47,894 7,277 0.25% 0.2% 220 +31,340 189.32% Q4 2025 Feb 11, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 47,742 7,254 3.13% 5.94% 221 +8,210 20.77% Q4 2025 Jan 22, 2026
MADDEN SECURITIES Corp History Reduced 47,540 7,223 2.2% 5.49% 222 -22,301 -31.93% Q4 2025 Feb 04, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Reduced 46,700 7,096 0.69% 2.92% 223 -39,443 -45.79% Q4 2025 Feb 13, 2026
Capital Wealth Alliance, LLC History Added to 50,972 7,056 3.01% 7.16% 224 +6,272 14.03% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History Added to 46,290 7,033 0.02% 0.03% 225 +13,154 39.7% Q4 2025 Feb 24, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 46,251 7,027 0.04% 0.07% 226 +8,666 23.06% Q4 2025 Feb 13, 2026
Cavalier Investments, LLC History Added to 45,012 6,839 0.35% 0.87% 227 +33,171 280.14% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 45,341 6,779 0.01% 0.03% 228 -22,480 -33.15% Q4 2025 Jan 08, 2026
USS Investment Management Ltd History Added to 44,382 6,742 0.03% 0.06% 229 +3,429 8.37% Q4 2025 Feb 13, 2026
Compass Ion Advisors, LLC History Reduced 43,980 6,682 0.64% 1.55% 230 -6,025 -12.05% Q4 2025 Jan 29, 2026
Varma Mutual Pension Insurance Co History New 42,880 6,515 0.04% 231 +42,880 New Q4 2025 Feb 02, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 42,750 6,495 0.31% 0.8% 232 +1,733 4.23% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 40,798 6,199 0.05% 0.11% 233 -1,813 -4.25% Q4 2025 Feb 13, 2026
Mn Services Vermogensbeheer B.V. History Reduced 39,300 5,972 0.04% 0.09% 234 -5,700 -12.67% Q4 2025 Jan 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 39,216 5,958 0.0% 0.01% 235 +2,763 7.58% Q4 2025 Feb 13, 2026
Moors & Cabot, Inc. History Reduced 39,155 5,949 0.25% 0.55% 236 -110 -0.28% Q4 2025 Feb 10, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 38,537 5,909 0.04% 0.02% 237 +29,004 304.25% Q4 2025 Feb 17, 2026
Kessler Investment Group, LLC History New 38,042 5,780 2.43% 238 +38,042 New Q4 2025 Feb 03, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 37,770 5,739 0.85% 2.02% 239 -3,103 -7.59% Q4 2025 Feb 03, 2026
Alphadyne Asset Management LP History Added to 37,378 5,679 0.13% 0.64% 240 +13,079 53.83% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 36,072 5,481 0.08% 0.0% 241 +35,088 3565.85% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Reduced 35,697 5,424 0.01% 0.04% 242 -17,861 -33.35% Q4 2025 Jan 30, 2026
Erste Asset Management GmbH History Reduced 33,740 5,242 0.04% 0.12% 243 -3,959 -10.5% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 33,673 5,117 0.02% 0.04% 244 -80 -0.24% Q4 2025 Feb 13, 2026
iA Global Asset Management Inc. History Added to 33,278 5,057 0.06% 0.13% 245 +2,719 8.9% Q4 2025 Feb 05, 2026
IHT Wealth Management, LLC History Added to 32,357 4,916 0.12% 0.25% 246 +1,788 5.85% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 31,946 4,854 0.01% 0.03% 247 +2,661 9.09% Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 31,880 4,844 0.03% 0.05% 248 +7,180 29.07% Q4 2025 Feb 04, 2026
XPONANCE LLC History Added to 31,476 4,782 0.04% 0.08% 249 +723 2.35% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 33,243 4,769 0.01% 0.05% 250 -82,942 -71.39% Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 30,923 4,698 0.05% 0.16% 251 -9,765 -24.0% Q4 2025 Feb 02, 2026
SHELTON CAPITAL MANAGEMENT History Added to 30,727 4,668 0.09% 0.19% 252 +3,492 12.82% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 30,317 4,606 0.02% 0.05% 253 -12,683 -29.5% Q4 2025 Feb 13, 2026
J. Goldman & Co LP History New 30,000 4,558 0.12% 254 +30,000 New Q4 2025 Feb 17, 2026
Boundless Plain Holdings Ltd History New 30,000 4,558 1.45% 255 +30,000 New Q4 2025 Feb 09, 2026
Elequin Capital, LP History Reduced 29,957 4,551 0.34% 0.54% 256 -837 -2.72% Q4 2025 Feb 17, 2026
HUB Investment Partners, LLC History Added to 29,690 4,511 0.12% 0.23% 257 +8,429 39.65% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Reduced 29,402 4,467 0.02% 0.04% 258 -820 -2.71% Q4 2025 Feb 17, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 29,089 4,420 0.76% 1.62% 259 -6 -0.02% Q4 2025 Jan 26, 2026
Utah Retirement Systems History Added to 29,007 4,407 0.04% 0.09% 260 +148 0.51% Q4 2025 Feb 17, 2026
Blue Sky Capital Consultants Group, Inc. History Reduced 28,762 4,370 1.9% 4.02% 261 -135 -0.47% Q4 2025 Jan 23, 2026
Longitude (Cayman) Ltd. History New 28,200 4,284 1.85% 262 +28,200 New Q4 2025 Feb 12, 2026
X-Square Capital, LLC History Added to 28,155 4,278 1.4% 1.84% 263 +9,876 54.03% Q4 2025 Feb 11, 2026
Align Financial, LLC History New 4,255 4,255 0.0% 264 +4,255 New Q4 2025 Feb 17, 2026
Eurizon Capital SGR S.p.A. History New 27,856 4,237 0.01% 265 +27,856 New Q4 2025 Feb 10, 2026
ARP Global Capital Ltd History New 27,865 4,234 1.28% 266 +27,865 New Q4 2025 Mar 12, 2026
CIBC WORLD MARKET INC. History Reduced 27,684 4,206 0.01% 0.02% 267 -13,242 -32.36% Q4 2025 Feb 10, 2026
TOBAM History Added to 27,270 4,144 1.02% 3.17% 268 +81 0.3% Q4 2025 Mar 02, 2026
JANUS HENDERSON GROUP PLC History Added to 26,816 4,073 0.0% 0.0% 269 +7,894 41.72% Q4 2025 Feb 17, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 26,347 4,045 0.0% 0.01% 270 +1,391 5.57% Q4 2025 Jan 08, 2026
Swiss Life Asset Management Ltd History New 26,184 3,978 0.02% 271 +26,184 New Q4 2025 Feb 04, 2026
Rakuten Investment Management, Inc. History Added to 25,509 3,963 0.01% 0.0% 272 +23,387 1102.12% Q4 2025 Feb 17, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 25,508 3,875 0.76% 0.05% 273 +24,755 3287.52% Q4 2025 Feb 04, 2026
CWM, LLC History Added to 25,759 3,849 0.01% 0.02% 274 +5,018 24.19% Q4 2025 Jan 26, 2026
MILLER VALUE PARTNERS, LLC History Added to 25,250 3,836 1.35% 1.81% 275 +10,000 65.57% Q4 2025 Feb 17, 2026
MYDA Advisors LLC History New 25,000 3,798 0.72% 276 +25,000 New Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 24,952 3,791 0.0% 0.0% 277 -2,253 -8.28% Q4 2025 Feb 10, 2026
EagleClaw Capital Managment, LLC History Reduced 24,425 3,711 0.54% 1.13% 278 -575 -2.3% Q4 2025 Feb 10, 2026
Golden State Wealth Management, LLC History Reduced 24,303 3,675 0.39% 0.87% 279 -386 -1.56% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 23,889 3,629 0.09% 0.27% 280 -8,988 -27.34% Q4 2025 Feb 03, 2026
Apollon Wealth Management, LLC History Reduced 26,205 3,615 0.06% 0.1% 281 -4,134 -13.63% Q4 2025 Jan 22, 2026
Advisory Services Network, LLC History Added to 23,786 3,614 0.05% 0.1% 282 +3,023 14.56% Q4 2025 Feb 17, 2026
Investment Management Corp of Ontario History Added to 23,197 3,524 0.05% 0.06% 283 +10,982 89.91% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 24,567 3,507 0.04% 0.09% 284 -1,165 -4.53% Q4 2025 Jan 29, 2026
Focus Partners Wealth History Added to 22,879 3,476 0.0% 0.01% 285 +10,123 79.36% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Reduced 22,670 3,444 0.02% 0.01% 286 -3,690 -14.0% Q4 2025 Feb 13, 2026
ASR Vermogensbeheer N.V. History Reduced 22,631 3,438 0.04% 0.09% 287 -194 -0.85% Q4 2025 Feb 03, 2026
Collar Capital Management, LLC History Reduced 22,245 3,380 2.26% 5.16% 288 -511 -2.25% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 22,184 3,370 0.18% 0.4% 289 +2,419 12.24% Q4 2025 Jan 26, 2026
CIBC WORLD MARKETS CORP History New 22,061 3,352 0.02% 290 +22,061 New Q4 2025 Feb 12, 2026
Truvestments Capital LLC History Added to 22,073 3,332 0.61% 1.04% 291 +4,064 22.57% Q4 2025 Feb 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 21,909 3,329 0.1% 0.21% 292 0 0.0% Q4 2025 Feb 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 21,453 3,259 0.26% 0.57% 293 +1,321 6.56% Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 20,921 3,249 0.0% 0.01% 294 -1,734 -7.65% Q4 2025 Feb 18, 2026
AE Wealth Management LLC History Added to 21,107 3,207 0.02% 0.01% 295 +18,203 626.83% Q4 2025 Jan 26, 2026
PROFUND ADVISORS LLC History Added to 21,084 3,203 0.1% 0.2% 296 +2,003 10.5% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Reduced 20,915 3,178 0.01% 0.03% 297 -11,933 -36.33% Q4 2025 Feb 11, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Reduced 20,881 3,172 0.59% 4.36% 298 -61,261 -74.58% Q4 2025 Feb 12, 2026
CAP Partners, LLC History Added to 20,833 3,165 1.79% 2.61% 299 +6,579 46.16% Q4 2025 Feb 04, 2026
OPPENHEIMER & CO INC History Reduced 20,745 3,152 0.04% 0.09% 300 -5,746 -21.69% Q4 2025 Feb 02, 2026
Secure Asset Management, LLC History Added to 20,271 3,080 0.48% 0.99% 301 +2,597 14.69% Q4 2025 Jan 20, 2026
United Capital Management of KS, Inc. History Reduced 20,057 3,047 0.43% 1.31% 302 -9,877 -33.0% Q4 2025 Feb 17, 2026
GM Advisory Group, LLC History New 20,010 3,040 0.12% 303 +20,010 New Q4 2025 Feb 13, 2026
Harvest Fund Management Co., Ltd History Added to 19,989 3,035 0.11% 0.22% 304 +3,792 23.41% Q4 2025 Feb 11, 2026
Rakuten Securities, Inc. History Reduced 19,819 3,011 0.98% 3.01% 305 -5,477 -21.65% Q4 2025 Jan 29, 2026
BLAIR WILLIAM & CO/IL History Reduced 19,662 2,987 0.01% 0.02% 306 -313 -1.57% Q4 2025 Feb 17, 2026
ALLSTATE CORP History Added to 19,613 2,980 0.04% 0.07% 307 +10,023 104.52% Q4 2025 Feb 09, 2026
WEDBUSH SECURITIES INC History Added to 26,584 2,978 0.09% 0.16% 308 +1,382 5.48% Q4 2025 Feb 12, 2026
Lombard Odier Asset Management (USA) Corp History Added to 19,500 2,963 0.28% 0.08% 309 +15,700 413.16% Q4 2025 Feb 17, 2026
Beaird Harris Wealth Management, LLC History Reduced 22,470 2,950 0.2% 0.41% 310 -58 -0.26% Q4 2025 Feb 23, 2026
Farringdon Capital, Ltd. History Added to 19,334 2,937 0.72% 0.48% 311 +13,515 232.26% Q4 2025 Feb 17, 2026
Pasadena Private Wealth, LLC History New 37,164 2,927 0.4% 312 +37,164 New Q4 2025 Feb 10, 2026
Vienna Asset Management LLC History Added to 19,047 2,894 1.64% 3.55% 313 +562 3.04% Q4 2025 Feb 13, 2026
Ionic Capital Management LLC History Reduced 32,691 2,861 0.36% 0.58% 314 -14,820 -31.19% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 18,519 2,814 0.0% 0.0% 315 +5,999 47.92% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Added to 18,495 2,810 0.0% 0.01% 316 +4,508 32.23% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Added to 18,475 2,807 0.07% 0.04% 317 +13,983 311.29% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 26,833 2,769 0.02% 0.04% 318 -6,352 -19.14% Q4 2025 Feb 12, 2026
PRUDENTIAL PLC History Reduced 18,109 2,751 0.02% 0.05% 319 -3,594 -16.56% Q4 2025 Feb 11, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 18,059 2,744 0.03% 0.08% 320 -4,740 -20.79% Q4 2025 Feb 13, 2026
PKO Investment Management Joint-Stock Co History Added to 18,000 2,735 0.22% 0.41% 321 +3,000 20.0% Q4 2025 Feb 02, 2026
HHM Wealth Advisors, LLC History No change 17,982 2,732 0.32% 0.67% 322 0 0.0% Q4 2025 Jan 22, 2026
Candriam S.C.A. History Added to 17,912 2,721 0.01% 0.03% 323 +1,990 12.5% Q4 2025 Feb 13, 2026
FengHe Fund Management Pte. Ltd. History New 17,900 2,719 0.15% 325 +17,900 New Q4 2025 Jan 30, 2026
Louisiana State Employees Retirement System History Reduced 17,900 2,719 0.05% 0.1% 324 -1,300 -6.77% Q4 2025 Jan 16, 2026
Chicago Partners Investment Group LLC History Added to 16,452 2,683 0.07% 0.11% 326 +1,928 13.27% Q4 2025 Jan 28, 2026
Pathstone Holdings, LLC History New 18,997 2,660 0.01% 327 +18,997 New Q4 2025 Feb 13, 2026
Kapstone Financial Advisors LLC History Reduced 16,934 2,573 1.28% 10.93% 328 -55,072 -76.48% Q4 2025 Feb 05, 2026
Realta Investment Advisors History Added to 16,600 2,522 0.83% 1.69% 329 +955 6.1% Q4 2025 Jan 20, 2026
Kentucky Retirement Systems History No change 16,576 2,518 0.07% 0.15% 330 0 0.0% Q4 2025 Feb 10, 2026
Rathbones Group PLC History Added to 16,434 2,497 0.01% 0.02% 331 +911 5.87% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Added to 46,114 2,496 0.0% 0.0% 332 +36,670 388.29% Q4 2025 Feb 11, 2026
Capstone Financial Advisors, Inc. History Reduced 16,224 2,465 0.13% 0.29% 333 -474 -2.84% Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History New 16,043 2,437 0.12% 334 +16,043 New Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 32,696 2,430 0.01% 0.03% 335 +16,862 106.49% Q4 2025 Jan 29, 2026
Finer Wealth Management, Inc. History Reduced 15,948 2,423 1.17% 3.57% 336 -6,300 -28.32% Q4 2025 Jan 21, 2026
PRUDENTIAL FINANCIAL INC History Reduced 13,656 2,419 0.0% 0.01% 337 -7,512 -35.49% Q4 2025 Feb 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 15,743 2,392 0.02% 0.05% 338 -317 -1.97% Q4 2025 Feb 03, 2026
Federation des caisses Desjardins du Quebec History Added to 15,565 2,365 0.01% 0.02% 339 +3,293 26.83% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Added to 23,808 2,357 0.05% 0.07% 340 +3,125 15.11% Q4 2025 Jan 14, 2026
Caprock Group, LLC History Reduced 15,279 2,321 0.05% 0.16% 341 -3,648 -19.27% Q4 2025 Jan 28, 2026
Brookstone Capital Management History Reduced 15,260 2,318 0.03% 0.07% 342 -1,779 -10.44% Q4 2025 Jan 15, 2026
KPP Advisory Services LLC History Added to 14,994 2,278 0.33% 0.71% 343 +79 0.53% Q4 2025 Feb 02, 2026
FLOW TRADERS U.S. LLC History Added to 14,912 2,266 0.07% 0.01% 344 +14,097 1729.69% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 14,663 2,228 0.0% 0.01% 345 -10,605 -41.97% Q4 2025 Feb 02, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 14,538 2,209 0.14% 0.3% 346 +73 0.5% Q4 2025 Jan 23, 2026
Western Wealth Management, LLC History Added to 14,430 2,192 0.1% 0.25% 347 +4 0.03% Q4 2025 Feb 05, 2026
Chokshi & Queen Wealth Advisors, Inc History Added to 14,350 2,180 1.14% 0.88% 348 +9,200 178.64% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 14,311 2,174 0.0% 349 +14,311 New Q4 2025 Feb 13, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Reduced 13,517 2,170 1.44% 2.92% 350 -1,390 -9.32% Q4 2025 Feb 17, 2026
READYSTATE ASSET MANAGEMENT LP History New 14,250 2,165 0.09% 351 +14,250 New Q4 2025 Feb 17, 2026
Sovran Advisors, LLC History Reduced 13,725 2,130 0.18% 0.3% 352 -1,885 -12.08% Q4 2025 Jan 20, 2026
Vivid Wealth Management, LLC History Added to 13,984 2,124 0.83% 0.98% 353 +6,337 82.87% Q4 2025 Jan 30, 2026
Stratos Wealth Partners, LTD. History Added to 13,964 2,121 0.02% 0.05% 354 +1,806 14.85% Q4 2025 Jan 20, 2026
AMALGAMATED BANK History Added to 13,691 2,080 0.02% 0.03% 355 +7 0.05% Q4 2025 Feb 05, 2026
Prospera Financial Services Inc History Added to 13,538 2,056 0.03% 0.05% 356 +4,368 47.63% Q4 2025 Feb 09, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 13,303 2,025 0.15% 357 +13,303 New Q4 2025 Feb 17, 2026
Gulf International Bank (UK) Ltd History No change 13,249 2,013 0.07% 0.14% 358 0 0.0% Q4 2025 Feb 10, 2026
Maryland State Retirement & Pension System History No change 13,168 2,000 0.04% 0.09% 359 0 0.0% Q4 2025 Feb 17, 2026
Trivium Point Advisory, LLC History Reduced 12,676 1,926 0.19% 0.42% 360 -33 -0.26% Q4 2025 Jan 26, 2026
RFG Advisory, LLC History Reduced 12,540 1,905 0.04% 0.21% 361 -19,269 -60.58% Q4 2025 Feb 03, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 16,961 1,905 0.83% 1.4% 362 +176 1.05% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Reduced 12,412 1,886 0.01% 0.03% 363 -1,500 -10.78% Q4 2025 Feb 17, 2026
Ethic Inc. History Reduced 12,341 1,875 0.03% 0.07% 364 -300 -2.37% Q4 2025 Feb 03, 2026
CIBC Private Wealth Group LLC History Added to 12,334 1,874 0.0% 0.01% 365 +394 3.3% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Reduced 11,777 1,789 0.01% 0.04% 366 -2,992 -20.26% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 11,389 1,722 0.02% 0.04% 367 +3,380 42.2% Q4 2025 Jan 23, 2026
Allianz Asset Management GmbH History Reduced 11,296 1,716 0.0% 0.0% 368 -137 -1.2% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 11,202 1,702 0.03% 0.06% 369 +1,986 21.55% Q4 2025 Feb 19, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 13,296 1,698 0.0% 0.01% 370 -2,120 -13.75% Q4 2025 Feb 17, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 11,109 1,688 0.07% 0.19% 371 +1,785 19.14% Q4 2025 Feb 04, 2026
Disciplined Investors, L.L.C. History Added to 10,930 1,660 1.09% 1.07% 372 +6,260 134.05% Q4 2025 Feb 10, 2026
Capital International Sarl History Reduced 10,805 1,641 0.03% 0.13% 373 -12,041 -52.71% Q4 2025 Feb 11, 2026
PINNACLE ASSOCIATES LTD History Added to 10,746 1,632 0.02% 0.02% 374 +5,941 123.64% Q4 2025 Feb 05, 2026
VestGen Advisors, LLC History Added to 50,097 1,606 0.07% 0.05% 375 +45,298 943.9% Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History New 10,487 1,593 0.07% 376 +10,487 New Q4 2025 Feb 02, 2026
Ausdal Financial Partners, Inc. History Added to 10,394 1,579 0.07% 0.04% 377 +7,776 297.02% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Added to 10,375 1,576 0.08% 0.15% 378 +799 8.34% Q4 2025 Jan 20, 2026
Lombard Odier Asset Management (Switzerland) SA History New 10,334 1,570 0.07% 379 +10,334 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 10,493 1,545 0.0% 0.0% 380 -1,445 -12.1% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 10,098 1,534 0.01% 0.04% 381 -10,925 -51.97% Q4 2025 Feb 11, 2026
SANDLER CAPITAL MANAGEMENT History New 10,000 1,519 0.5% 382 +10,000 New Q4 2025 Feb 17, 2026
Argent Advisors, Inc. History Reduced 10,000 1,519 0.42% 1.05% 384 -1,000 -9.09% Q4 2025 Feb 11, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 9,997 1,519 0.05% 0.1% 385 +992 11.02% Q4 2025 Jan 27, 2026
RBF Capital, LLC History No change 10,000 1,519 0.07% 0.14% 383 0 0.0% Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History No change 9,994 1,518 0.01% 0.01% 386 0 0.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 9,982 1,516 0.0% 0.01% 387 -5,333 -34.82% Q4 2025 Jan 30, 2026
Visionary Wealth Advisors History Added to 9,962 1,513 0.07% 0.15% 388 +206 2.11% Q4 2025 Feb 13, 2026
EVEXIA WEALTH LLC History Added to 8,384 1,503 0.42% 0.45% 389 +3,600 75.25% Q4 2025 Jan 16, 2026
Ensign Peak Advisors, Inc History Reduced 9,700 1,473 0.0% 0.02% 390 -32,809 -77.18% Q4 2025 Feb 12, 2026
Brevan Howard Capital Management LP History Reduced 9,675 1,470 0.02% 0.09% 392 -52,454 -84.43% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Added to 9,678 1,470 0.04% 0.09% 391 +876 9.95% Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History Reduced 9,635 1,464 0.0% 0.03% 393 -49,545 -83.72% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 9,621 1,461 0.0% 0.0% 394 -1,000 -9.42% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 9,566 1,453 0.02% 0.04% 395 +3,185 49.91% Q4 2025 Jan 29, 2026
Avior Wealth Management, LLC History Reduced 9,438 1,434 0.04% 0.1% 396 -278 -2.86% Q4 2025 Jan 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 9,358 1,421 0.0% 0.0% 397 +154 1.67% Q4 2025 Feb 10, 2026
North Dakota State Investment Board History New 9,295 1,412 0.05% 398 +9,295 New Q4 2025 Feb 05, 2026
E. Ohman J:or Asset Management AB History New 9,263 1,407 0.03% 400 +9,263 New Q4 2025 Jan 12, 2026
Global Retirement Partners, LLC History Reduced 9,745 1,407 0.02% 0.11% 399 -5,609 -36.53% Q4 2025 Feb 06, 2026
M&T BANK CORP History Reduced 9,237 1,403 0.0% 0.01% 401 -2,328 -20.13% Q4 2025 Jan 30, 2026
Sepio Capital, LP History Added to 9,221 1,401 0.08% 0.15% 402 +1,524 19.8% Q4 2025 Feb 12, 2026
DBA TRADING, LLC History New 9,200 1,397 0.9% 404 +9,200 New Q4 2025 Feb 17, 2026
AM INVESTMENT STRATEGIES LLC History Added to 9,192 1,397 0.29% 0.2% 403 +6,350 223.43% Q4 2025 Feb 05, 2026
Optiver Holding B.V. History Reduced 9,182 1,395 0.0% 0.01% 405 -45,652 -83.25% Q4 2025 Feb 17, 2026
WESBANCO BANK INC History No change 13,800 1,394 0.04% 0.04% 406 0 0.0% Q4 2025 Feb 03, 2026
Spire Wealth Management History Reduced 9,162 1,392 0.05% 0.12% 407 -1,876 -17.0% Q4 2025 Jan 14, 2026
World Investment Advisors History Added to 9,154 1,390 0.02% 0.05% 408 +1,977 27.55% Q4 2025 Mar 12, 2026
Norinchukin Bank, The History Added to 9,091 1,381 0.02% 0.03% 409 +1,546 20.49% Q4 2025 Feb 17, 2026
Bellecapital International Ltd. History Added to 9,045 1,374 0.24% 0.17% 410 +5,805 179.17% Q4 2025 Feb 02, 2026
Newbridge Financial Services Group, Inc. History Reduced 8,998 1,367 0.21% 0.45% 411 -250 -2.7% Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Added to 8,917 1,354 0.04% 0.07% 412 +1,885 26.81% Q4 2025 Jan 09, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 8,906 1,353 0.44% 1.08% 413 -862 -8.82% Q4 2025 Jan 27, 2026
Osmosis Investment Management UK Ltd History New 8,731 1,326 0.03% 414 +8,731 New Q4 2025 Feb 13, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 8,604 1,307 0.01% 0.03% 415 -571 -6.22% Q4 2025 Jan 28, 2026
Assenagon Asset Management S.A. History Reduced 8,448 1,283 0.0% 0.0% 416 -36 -0.42% Q4 2025 Jan 09, 2026
Wallace Hart LLC History Added to 8,440 1,282 0.94% 1.88% 417 +500 6.3% Q4 2025 Feb 17, 2026
Johns Hopkins University History New 8,400 1,276 0.09% 418 +8,400 New Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 10,032 1,272 0.03% 0.06% 419 -147 -1.44% Q4 2025 Feb 11, 2026
Polianta Ltd History Added to 8,300 1,261 0.17% 0.57% 420 +4,000 93.02% Q4 2025 Jan 15, 2026
Sentinel Dome Partners, LLC History New 16,000 1,260 0.86% 421 +16,000 New Q4 2025 Mar 05, 2026
Alchemi Wealth, LLC History New 8,292 1,259 0.69% 422 +8,292 New Q4 2025 Feb 13, 2026
LCM Capital Management Inc History Added to 8,139 1,236 0.6% 0.79% 423 +3,048 59.87% Q4 2025 Jan 29, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 8,130 1,235 0.0% 0.03% 424 -18,629 -69.62% Q4 2025 Jan 15, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 8,072 1,226 0.08% 0.17% 425 +572 7.63% Q4 2025 Feb 11, 2026
Strategic Advocates LLC History Added to 7,818 1,216 0.31% 0.65% 426 +124 1.61% Q4 2025 Feb 11, 2026
&PARTNERS History Added to 9,949 1,204 0.01% 0.01% 427 +4,407 79.52% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 8,516 1,201 0.01% 0.02% 428 +392 4.83% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 7,728 1,174 0.02% 0.04% 429 +415 5.67% Q4 2025 Feb 09, 2026
Twin Tree Management, LP History Reduced 7,682 1,167 0.01% 0.04% 430 -21,318 -73.51% Q4 2025 Feb 11, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 10,608 1,164 0.79% 2.15% 431 -997 -8.59% Q4 2025 Feb 04, 2026
Sigma Planning Corp History Reduced 7,419 1,155 0.03% 0.07% 432 -64 -0.86% Q4 2025 Jan 30, 2026
Portside Wealth Group, LLC History Added to 7,594 1,153 0.16% 0.07% 433 +6,042 389.3% Q4 2025 Jan 21, 2026
China Universal Asset Management Co., Ltd. History Added to 7,576 1,151 0.09% 0.19% 434 +609 8.74% Q4 2025 Jan 29, 2026
BLKBRD Asset Management, LP History Reduced 7,468 1,134 1.52% 10.37% 435 -108,015 -93.53% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 7,426 1,128 0.01% 0.01% 436 +658 9.72% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Reduced 7,362 1,118 0.03% 0.07% 437 -635 -7.94% Q4 2025 Jan 28, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 7,357 1,117 0.09% 0.2% 438 +194 2.71% Q4 2025 Jan 27, 2026
Signal Advisors Wealth, LLC History Added to 7,290 1,107 0.09% 0.2% 439 +282 4.02% Q4 2025 Jan 13, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 7,059 1,072 1.12% 2.25% 440 -20 -0.28% Q4 2025 Jan 20, 2026
Wahed Invest LLC History Reduced 7,053 1,071 0.14% 0.32% 441 -112 -1.56% Q4 2025 Feb 18, 2026
Pinnacle Wealth Management, LLC History Added to 6,982 1,060 0.71% 1.36% 442 +740 11.86% Q4 2025 Jan 15, 2026
DAVENPORT & Co LLC History Reduced 6,944 1,055 0.01% 0.01% 443 -1,530 -18.06% Q4 2025 Jan 12, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 6,948 1,055 0.07% 0.15% 444 0 0.0% Q4 2025 Feb 10, 2026
Waldron Private Wealth LLC History Added to 6,898 1,048 0.04% 0.08% 445 +420 6.48% Q4 2025 Jan 14, 2026
Faithward Advisors, LLC History Added to 6,903 1,048 0.15% 0.33% 446 +30 0.44% Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 6,856 1,042 0.05% 0.1% 447 +137 2.04% Q4 2025 Feb 13, 2026
J. Derek Lewis & Associates Inc. History New 6,753 1,026 0.24% 449 +6,753 New Q4 2025 Mar 23, 2026
OMERS ADMINISTRATION Corp History No change 6,753 1,026 0.01% 0.02% 448 0 0.0% Q4 2025 Feb 13, 2026
Virtus Investment Advisers, LLC History New 6,701 1,018 0.28% 450 +6,701 New Q4 2025 Feb 17, 2026
Daviman Financial, LLC History New 6,668 1,013 0.59% 451 +6,668 New Q4 2025 Feb 06, 2026
Polymer Capital Management (US) LLC History New 6,645 1,009 0.11% 452 +6,645 New Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Reduced 6,629 1,007 0.04% 0.09% 453 -800 -10.77% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 6,544 994 0.02% 0.04% 454 +779 13.51% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 6,518 990 0.01% 0.01% 455 +992 17.95% Q4 2025 Feb 13, 2026
MBL Wealth, LLC History Added to 6,514 989 0.08% 0.08% 457 +3,771 137.48% Q4 2025 Jan 21, 2026
CHOREO, LLC History Added to 6,359 989 0.01% 0.02% 456 +659 11.56% Q4 2025 Jan 23, 2026
RK Capital Management, LLC/FL History New 6,477 984 0.03% 458 +6,477 New Q4 2025 Feb 17, 2026
QTR Family Wealth, LLC History Added to 7,352 977 0.43% 0.93% 459 +1,239 20.27% Q4 2025 Feb 13, 2026
FIL Ltd History Reduced 6,361 966 0.0% 0.0% 460 -614 -8.8% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 6,317 959 0.05% 0.05% 461 +3,137 98.65% Q4 2025 Jan 26, 2026
Baird Financial Group, Inc. History Added to 10,776 956 0.0% 0.0% 462 +2,622 32.16% Q4 2025 Feb 13, 2026
Banque Cantonale Vaudoise History Reduced 6,288 956 0.03% 0.08% 463 -211 -3.25% Q4 2025 Feb 06, 2026
Core Wealth Partners LLC History Added to 6,442 953 0.43% 0.94% 464 +72 1.13% Q4 2025 Feb 17, 2026
Sun Financial Inc History New 6,271 952 0.53% 465 +6,271 New Q4 2025 Feb 02, 2026
THRYVE WEALTH MANAGEMENT LLC History New 6,128 931 0.46% 466 +6,128 New Q4 2025 Feb 25, 2026
Themes Management Co LLC History New 6,122 930 0.7% 467 +6,122 New Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History Added to 5,985 909 0.05% 0.08% 468 +1,675 38.86% Q4 2025 Jan 23, 2026
COMERICA BANK History Reduced 5,914 897 0.0% 0.01% 469 -3,466 -36.95% Q4 2025 Jan 29, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 5,863 890 0.02% 0.1% 470 -6,400 -52.19% Q4 2025 Feb 17, 2026
111 Capital History Reduced 5,858 890 0.19% 0.4% 471 -763 -11.52% Q4 2025 Feb 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History New 5,800 881 0.0% 472 +5,800 New Q4 2025 Jan 29, 2026
Lifeworks Advisors, LLC History Reduced 5,804 881 0.11% 0.28% 473 -631 -9.81% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Reduced 5,785 879 0.01% 0.02% 474 -7 -0.12% Q4 2025 Feb 13, 2026
Oak Thistle LLC History Added to 5,680 863 0.12% 0.1% 475 +3,640 178.43% Q4 2025 Jan 21, 2026
Covenant Asset Management, LLC History Added to 5,616 853 0.1% 0.2% 476 +116 2.11% Q4 2025 Jan 30, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 5,614 853 0.26% 0.56% 477 0 0.0% Q4 2025 Jan 29, 2026
Siemens Fonds Invest GmbH History Added to 5,458 849 0.05% 0.09% 478 +401 7.93% Q4 2025 Feb 17, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 5,578 847 0.45% 479 +5,578 New Q4 2025 Feb 23, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 5,535 841 0.39% 0.84% 480 +326 6.26% Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History Added to 5,521 838 0.07% 0.14% 481 +281 5.36% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Reduced 5,511 837 0.01% 0.04% 482 -6,327 -53.45% Q4 2025 Jan 26, 2026
Shay Capital LLC History New 5,500 835 0.09% 483 +5,500 New Q4 2025 Feb 17, 2026
Oasis Advisors, LLC History New 5,475 831 0.44% 484 +5,475 New Q4 2025 Apr 07, 2026
TrinityBridge Ltd History Added to 5,410 822 0.02% 0.02% 485 +2,414 80.57% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 5,373 816 0.01% 0.03% 486 -1,131 -17.39% Q4 2025 Jan 30, 2026
Teamwork Financial Advisors, LLC History Reduced 5,344 812 0.08% 1.38% 487 -36,189 -87.13% Q4 2025 Jan 09, 2026
Neuberger Berman Group LLC History Reduced 7,745 810 0.0% 0.0% 488 -4,192 -35.12% Q4 2025 Feb 13, 2026
Sterling Investment Advisors, Ltd. History Added to 5,310 806 0.15% 0.32% 489 +153 2.97% Q4 2025 Feb 09, 2026
Atom Investors LP History New 5,302 805 0.06% 490 +5,302 New Q4 2025 Feb 17, 2026
Northeast Financial Group, Inc. History No change 5,300 805 0.18% 0.43% 491 0 0.0% Q4 2025 Feb 17, 2026
FORA Capital, LLC History New 5,295 804 0.1% 492 +5,295 New Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Reduced 5,227 794 0.09% 0.2% 493 -125 -2.34% Q4 2025 Feb 17, 2026
Beacon Capital Management, LLC History Added to 5,221 793 0.12% 0.24% 495 +54 1.05% Q4 2025 Feb 13, 2026
HighPoint Advisor Group LLC History Added to 5,222 793 0.04% 0.08% 494 +41 0.79% Q4 2025 Feb 04, 2026
CAPITAL INTERNATIONAL LTD /CA/ History Reduced 5,215 792 0.03% 0.16% 496 -8,406 -61.71% Q4 2025 Feb 11, 2026
Andina Capital Management, LLC History Added to 5,161 784 0.47% 0.34% 497 +3,286 175.25% Q4 2025 Feb 12, 2026
KINTRA WEALTH, LLC History Reduced 5,143 781 0.11% 0.99% 499 -300 -5.51% Q4 2025 Feb 18, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 5,017 781 0.0% 0.0% 498 -79 -1.55% Q4 2025 Feb 05, 2026
UniSuper Management Pty Ltd History Added to 5,100 774 0.0% 0.01% 502 +800 18.6% Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Added to 5,099 774 0.0% 0.01% 500 +4 0.08% Q4 2025 Feb 12, 2026
Vestcor Inc History No change 5,097 774 0.02% 0.05% 501 0 0.0% Q4 2025 Feb 11, 2026
EQUITEC PROPRIETARY MARKETS, LLC History New 5,000 759 0.44% 503 +5,000 New Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 4,989 758 0.01% 0.01% 504 +423 9.26% Q4 2025 Feb 18, 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History No change 9,500 751 1.04% 0.14% 505 0 0.0% Q4 2025 Mar 04, 2026
Waverly Advisors, LLC History Added to 4,902 744 0.01% 0.01% 506 +646 15.18% Q4 2025 Feb 17, 2026
Harfst & Associates, Inc. History Reduced 4,858 738 0.13% 0.29% 507 -45 -0.92% Q4 2025 Feb 10, 2026
Woodline Partners LP History New 4,811 731 0.0% 509 +4,811 New Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 4,811 731 0.02% 0.05% 508 +538 12.59% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 4,805 730 0.0% 0.01% 510 +345 7.74% Q4 2025 Jan 30, 2026
Principle Wealth Partners LLC History Added to 4,763 723 0.04% 0.02% 511 +3,796 392.55% Q4 2025 Feb 06, 2026
B. Riley Wealth Advisors, Inc. History Reduced 4,699 714 0.03% 0.07% 512 -323 -6.43% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 4,697 713 0.01% 0.03% 513 -4,357 -48.12% Q4 2025 Feb 10, 2026
ZEGA Investments, LLC History Reduced 4,676 710 0.08% 0.38% 515 -4,093 -46.68% Q4 2025 Jan 27, 2026
Oxler Private Wealth LLC History Reduced 4,678 710 0.21% 0.48% 514 -439 -8.58% Q4 2025 Jan 23, 2026
MGO ONE SEVEN LLC History Added to 4,657 707 0.01% 0.02% 516 +1,887 68.12% Q4 2025 Feb 03, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 4,610 700 0.0% 517 +4,610 New Q4 2025 Feb 17, 2026
Metis Global Partners, LLC History Reduced 4,486 681 0.02% 0.04% 518 -189 -4.04% Q4 2025 Feb 11, 2026
Venturi Wealth Management, LLC History New 4,460 677 0.03% 519 +4,460 New Q4 2025 Jan 22, 2026
ABOUND FINANCIAL, LLC History Added to 4,460 677 0.26% 0.56% 520 +104 2.39% Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Added to 4,437 674 0.04% 0.09% 521 +210 4.97% Q4 2025 Feb 13, 2026
Pine Valley Investments Ltd Liability Co History Added to 4,411 670 0.03% 0.07% 522 +44 1.01% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 4,365 663 0.0% 523 +4,365 New Q4 2025 Feb 18, 2026
CTC Alternative Strategies, Ltd. History Reduced 4,366 663 1.24% 3.11% 524 -1,626 -27.14% Q4 2025 Feb 18, 2026
IFP Advisors, Inc History Added to 4,331 658 0.01% 0.02% 525 +1,493 52.61% Q4 2025 Feb 06, 2026
AVISO WEALTH MANAGEMENT History No change 4,330 657 0.28% 0.61% 526 0 0.0% Q4 2025 Feb 13, 2026
NWAM LLC History Added to 4,270 655 0.04% 0.05% 527 +1,241 40.97% Q4 2025 Feb 04, 2026
Kovitz Investment Group Partners, LLC History Reduced 4,313 655 0.01% 0.01% 528 -1,032 -19.31% Q4 2025 Feb 20, 2026
CreativeOne Wealth, LLC History Reduced 4,310 654 0.02% 0.03% 529 -50 -1.15% Q4 2025 Feb 13, 2026
PRAKASH INVESTMENT ADVISORS LLC History Added to 4,300 653 0.46% 0.41% 530 +2,400 126.32% Q4 2025 Jan 27, 2026
ICICI Prudential Asset Management Co Ltd History Added to 4,296 652 0.08% 0.14% 531 +243 6.0% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Added to 4,255 646 0.02% 0.05% 532 +61 1.45% Q4 2025 Jan 21, 2026
Fort Point Capital Partners LLC History Reduced 3,762 642 0.07% 0.14% 533 -4 -0.11% Q4 2025 Feb 13, 2026
TCW GROUP INC History New 4,212 640 0.0% 534 +4,212 New Q4 2025 Feb 17, 2026
Bonfire Financial History Added to 4,205 638 0.48% 1.01% 535 +138 3.39% Q4 2025 Jan 27, 2026
TWO SIGMA SECURITIES, LLC History New 4,190 636 0.09% 536 +4,190 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 4,177 634 0.01% 0.05% 537 -8,883 -68.02% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Reduced 4,146 629 0.03% 0.1% 538 -1,254 -23.22% Q4 2025 Jan 20, 2026
Independent Family Office, LLC History No change 4,100 622 0.26% 0.56% 539 0 0.0% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 4,087 621 0.02% 0.04% 540 +1,077 35.78% Q4 2025 Jan 20, 2026
Simplicity Wealth,LLC History Reduced 4,074 619 0.04% 0.09% 541 -680 -14.3% Q4 2025 Jan 30, 2026
IEQ CAPITAL, LLC History Added to 4,040 613 0.0% 0.0% 542 +243 6.4% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History No change 4,025 611 0.01% 0.03% 543 0 0.0% Q4 2025 Feb 02, 2026
United Asset Strategies, Inc. History Added to 4,005 608 0.05% 0.1% 544 +120 3.09% Q4 2025 Jan 28, 2026
Maridea Wealth Management LLC History Reduced 3,995 607 0.09% 0.41% 546 -4,964 -55.41% Q4 2025 Jan 08, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Added to 3,999 607 0.28% 0.42% 545 +1,182 41.96% Q4 2025 Jan 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 3,994 606 0.0% 0.0% 548 -1,976 -33.1% Q4 2025 Feb 02, 2026
FIRST FOUNDATION ADVISORS History Added to 3,992 606 0.02% 0.05% 547 +18 0.45% Q4 2025 Feb 04, 2026
Financiere des Professionnels - Fonds d'investissement inc. History New 3,887 590 0.03% 549 +3,887 New Q4 2025 Feb 11, 2026
AXS Investments LLC History Added to 3,875 588 0.28% 0.48% 550 +462 13.54% Q4 2025 Feb 10, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History Reduced 3,349 581 0.4% 2.56% 551 -11,916 -78.06% Q4 2025 Jan 20, 2026
E6 Portfolios, LLC History New 3,777 573 0.66% 553 +3,777 New Q4 2025 Feb 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 3,775 573 0.0% 0.01% 552 -1,220 -24.42% Q4 2025 Feb 17, 2026
Nicholas Wealth, LLC. History Added to 3,769 572 0.39% 0.7% 554 +801 26.99% Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Reduced 3,743 568 0.0% 0.01% 555 -609 -13.99% Q4 2025 Feb 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 3,514 563 0.01% 0.01% 556 +84 2.45% Q4 2025 Jan 21, 2026
REX Advisers, LLC History New 77,500 560 2.37% 557 +77,500 New Q4 2025 Feb 20, 2026
Howard Capital Management Inc. History Added to 3,684 559 0.01% 0.02% 558 +100 2.79% Q4 2025 Jan 23, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 3,680 559 0.17% 0.4% 559 -65 -1.74% Q4 2025 Jan 12, 2026
Traynor Capital Management, Inc. History Reduced 3,655 555 0.03% 0.08% 560 -598 -14.06% Q4 2025 Jan 12, 2026
Avantax Planning Partners, Inc. History Added to 5,060 552 0.02% 0.02% 561 +548 12.15% Q4 2025 Feb 05, 2026
Bridgefront Capital, LLC History New 3,622 550 0.14% 562 +3,622 New Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 3,590 545 0.01% 0.02% 563 +1,627 82.88% Q4 2025 Jan 27, 2026
Mosley Wealth Management History New 1,638 541 0.25% 564 +1,638 New Q4 2025 Feb 12, 2026
Banco Santander, S.A. History New 3,547 538 0.0% 565 +3,547 New Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 3,547 538 0.0% 0.01% 566 -449 -11.24% Q4 2025 Feb 13, 2026
Family Capital Management, Inc. History Reduced 3,513 533 0.24% 0.68% 567 -927 -20.88% Q4 2025 Jan 27, 2026
AMG National Trust Bank History New 3,475 528 0.01% 568 +3,475 New Q4 2025 Jan 30, 2026
Parallel Advisors, LLC History Added to 3,473 527 0.01% 0.02% 569 +350 11.21% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Reduced 3,443 523 0.01% 0.08% 570 -8,906 -72.12% Q4 2025 Jan 16, 2026
Cane Capital Partners, LLC History New 3,429 521 0.2% 572 +3,429 New Q4 2025 Jan 21, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 3,432 521 0.14% 0.32% 571 -9 -0.26% Q4 2025 Jan 26, 2026
PARK AVENUE SECURITIES LLC History Reduced 3,403 517 0.0% 0.04% 573 -14,468 -80.96% Q4 2025 Jan 05, 2026
Cynosure Group, LLC History New 3,403 517 0.05% 574 +3,403 New Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 3,370 512 0.01% 0.01% 575 +315 10.31% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 3,781 510 0.01% 0.03% 576 -2,854 -43.01% Q4 2025 Feb 09, 2026
KG&L Capital Management,LLC History Reduced 3,348 508 0.13% 0.85% 577 -37,277 -91.76% Q4 2025 Jan 23, 2026
HARTLINE INVESTMENT CORP/ History Reduced 3,335 506 0.05% 0.77% 578 -64,690 -95.1% Q4 2025 Feb 09, 2026
StoneX Group Inc. History Reduced 3,316 503 0.02% 0.23% 579 -20,846 -86.28% Q4 2025 Feb 12, 2026
Raiffeisen Bank International AG History No change 3,238 503 0.01% 0.01% 580 0 0.0% Q4 2025 Feb 12, 2026
Ballentine Partners, LLC History Reduced 3,305 502 0.01% 0.02% 581 -469 -12.43% Q4 2025 Feb 03, 2026
Wedmont Private Capital History Reduced 3,101 501 0.02% 0.05% 582 -1,012 -24.6% Q4 2025 Jan 08, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 3,280 498 0.03% 0.15% 583 -4,135 -55.77% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History New 3,260 495 0.02% 584 +3,260 New Q4 2025 Jan 15, 2026
Greenline Wealth Management LLC History New 3,258 495 0.51% 586 +3,258 New Q4 2025 Feb 13, 2026
Convergence Financial, LLC History No change 3,260 495 0.07% 0.16% 585 0 0.0% Q4 2025 Feb 11, 2026
NAVELLIER & ASSOCIATES INC History Reduced 3,253 494 0.06% 0.23% 587 -3,758 -53.6% Q4 2025 Feb 03, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 3,250 493 0.02% 0.06% 588 -738 -18.51% Q4 2025 Feb 09, 2026
Capital Group Private Client Services, Inc. History Reduced 3,243 492 0.01% 0.02% 589 -74 -2.23% Q4 2025 Feb 11, 2026
Lauer Wealth, LLC History Reduced 2,901 484 0.36% 0.76% 590 -674 -18.85% Q4 2025 Jan 12, 2026
GLENMEDE TRUST CO NA History New 3,182 483 0.0% 591 +3,182 New Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 3,184 483 0.0% 0.01% 592 -1,215 -27.62% Q4 2025 Feb 17, 2026
NorthCrest Asset Manangement, LLC History Added to 2,938 483 0.01% 0.02% 593 +810 38.06% Q4 2025 Jan 08, 2026
Capital International, Inc./CA/ History Reduced 3,166 481 0.0% 0.03% 594 -8,951 -73.87% Q4 2025 Feb 11, 2026
Walleye Partners, LLC History New 3,171 481 0.53% 595 +3,171 New Q4 2025 Jan 28, 2026
Integrated Wealth Concepts LLC History Reduced 3,161 480 0.01% 0.01% 596 -1,782 -36.05% Q4 2025 Feb 13, 2026
Tradition Wealth Management, LLC History Reduced 3,157 479 0.03% 0.08% 597 -29 -0.91% Q4 2025 Feb 11, 2026
Carroll Advisory Group, LLC History New 3,140 477 0.21% 598 +3,140 New Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 3,127 475 0.01% 0.02% 599 -8,637 -73.42% Q4 2025 Jan 21, 2026
MEANS INVESTMENT CO., INC. History Reduced 3,055 464 0.04% 0.09% 600 -113 -3.57% Q4 2025 Jan 26, 2026
ING GROEP NV History Added to 3,037 461 0.0% 0.0% 601 +808 36.25% Q4 2025 Feb 11, 2026
RiverFront Investment Group, LLC History Reduced 3,010 457 0.01% 0.05% 602 -5,800 -65.83% Q4 2025 Feb 05, 2026
Laird Norton Wetherby Trust Company, LLC History New 3,005 456 0.01% 603 +3,005 New Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 3,003 456 0.03% 0.09% 604 -922 -23.49% Q4 2025 Feb 12, 2026
HB Wealth Management, LLC History Reduced 2,973 451 0.0% 0.01% 605 -676 -18.53% Q4 2025 Jan 28, 2026
Prospect Financial Services LLC History Added to 2,959 449 0.26% 0.49% 607 +301 11.32% Q4 2025 Feb 06, 2026
Calamos Wealth Management LLC History Reduced 4,307 449 0.02% 0.03% 606 -40 -0.92% Q4 2025 Jan 29, 2026
Arax Advisory Partners History New 2,950 448 0.01% 608 +2,950 New Q4 2025 Feb 13, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 2,936 446 0.04% 0.1% 609 0 0.0% Q4 2025 Feb 13, 2026
Garden State Investment Advisory Services LLC History Added to 2,930 445 0.1% 0.21% 610 +65 2.27% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Added to 2,922 443 0.04% 0.05% 611 +1,093 59.76% Q4 2025 Jan 23, 2026
LaSalle St. Investment Advisors, LLC History Added to 2,906 441 0.07% 0.14% 612 +565 24.13% Q4 2025 Feb 17, 2026
Ankerstar Wealth, LLC History New 2,897 438 0.44% 613 +2,897 New Q4 2025 Feb 12, 2026
Odyssean, LLC History New 2,842 431 0.31% 614 +2,842 New Q4 2025 Feb 17, 2026
TSFG, LLC History Added to 2,818 428 0.06% 0.09% 615 +1,110 64.99% Q4 2025 Feb 04, 2026
Summit Trail Advisors, LLC History Reduced 2,804 426 0.01% 0.01% 616 -457 -14.01% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 2,799 425 0.01% 0.03% 617 +509 22.23% Q4 2025 Jan 13, 2026
FIFTH THIRD BANCORP History Reduced 2,790 423 0.0% 0.0% 618 -741 -20.99% Q4 2025 Feb 02, 2026
DecisionMap Wealth Management, LLC History Reduced 2,785 423 0.26% 0.58% 619 -41 -1.45% Q4 2025 Jan 07, 2026
Soltis Investment Advisors LLC History Reduced 2,771 421 0.03% 0.08% 620 -858 -23.64% Q4 2025 Apr 02, 2026
TWIN CAPITAL MANAGEMENT INC History New 2,764 419 0.05% 621 +2,764 New Q4 2025 Feb 06, 2026
Cyndeo Wealth Partners, LLC History Reduced 2,742 416 0.02% 0.07% 622 -1,303 -32.21% Q4 2025 Jan 07, 2026
PRINCIPAL SECURITIES, INC. History Added to 2,735 415 0.01% 0.01% 623 +640 30.55% Q4 2025 Feb 12, 2026
Allegheny Financial Group History Added to 2,732 415 0.06% 0.16% 624 +39 1.45% Q4 2025 Feb 02, 2026
GSA CAPITAL PARTNERS LLP History Reduced 2,706 411 0.04% 0.07% 625 -28 -1.02% Q4 2025 Feb 06, 2026
Curran Financial Partners, LLC History No change 2,685 407 0.08% 0.17% 626 0 0.0% Q4 2025 Jan 22, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 2,672 406 0.01% 0.02% 627 -150 -5.32% Q4 2025 Jan 07, 2026
Formidable Asset Management, LLC History Reduced 3,715 405 0.06% 0.04% 629 -4,945 -57.1% Q4 2025 Jan 16, 2026
Allworth Financial LP History New 2,813 405 0.0% 628 +2,813 New Q4 2025 Feb 05, 2026
True Vision MN LLC History New 2,671 405 0.21% 631 +2,671 New Q4 2025 Jan 14, 2026
Magnus Financial Group LLC History Reduced 2,671 405 0.03% 0.1% 630 -1,209 -31.16% Q4 2025 Jan 07, 2026
Trifecta Capital Advisors, LLC History No change 2,660 404 0.06% 0.13% 632 0 0.0% Q4 2025 Jan 30, 2026
National Wealth Management Group, LLC History Added to 2,640 401 0.14% 0.31% 633 +112 4.43% Q4 2025 Jan 12, 2026
DV Trading LLC History New 2,626 399 0.01% 634 +2,626 New Q4 2025 Feb 17, 2026
Diligent Investors, LLC History Added to 2,623 398 0.1% 0.14% 635 +866 49.29% Q4 2025 Jan 23, 2026
Crossmark Global Holdings, Inc. History Added to 2,580 392 0.01% 0.01% 636 +522 25.36% Q4 2025 Feb 03, 2026
Belpointe Asset Management LLC History Reduced 2,580 392 0.01% 0.04% 638 -314 -10.85% Q4 2025 Jan 27, 2026
Krilogy Financial LLC History Reduced 2,445 392 0.01% 0.02% 637 -164 -6.29% Q4 2025 Jan 27, 2026
Diversify Advisory Services, LLC History Added to 2,244 389 0.01% 0.02% 639 +514 29.71% Q4 2025 Jan 23, 2026
Militia Capital Partners, LP History New 2,560 388 0.15% 641 +2,560 New Q4 2025 Feb 17, 2026
Investment Partners Asset Management, Inc. History No change 2,559 388 0.24% 0.54% 640 0 0.0% Q4 2025 Jan 15, 2026
T3 Companies, LLC History New 2,553 387 0.48% 644 +2,553 New Q4 2025 Feb 11, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 2,546 387 0.06% 0.12% 642 -43 -1.66% Q4 2025 Jan 20, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 2,552 387 0.02% 0.05% 643 -2 -0.08% Q4 2025 Feb 10, 2026
ANCHYRA PARTNERS LLC History New 2,533 384 0.12% 645 +2,533 New Q4 2025 Jan 29, 2026
SeaCrest Wealth Management, LLC History Reduced 2,362 382 0.04% 0.09% 646 -177 -6.97% Q4 2025 Jan 12, 2026
Synergy Asset Management, LLC History Reduced 2,508 381 0.04% 0.04% 647 -196 -7.25% Q4 2025 Jan 13, 2026
Weaver Capital Management LLC History No change 2,500 379 0.08% 0.17% 648 0 0.0% Q4 2025 Jan 22, 2026
RAHLFS CAPITAL, LLC History Reduced 2,485 377 0.29% 0.66% 649 -125 -4.79% Q4 2025 Feb 05, 2026
Flaharty Asset Management, LLC History Added to 2,476 376 0.05% 0.06% 650 +1,021 70.17% Q4 2025 Feb 06, 2026
Callan Family Office, LLC History Reduced 2,464 374 0.01% 0.04% 651 -1,390 -36.07% Q4 2025 Feb 12, 2026
MTM Investment Management, LLC History Reduced 2,448 371 0.12% 0.5% 652 -2,399 -49.49% Q4 2025 Feb 09, 2026
RED REEF ADVISORS LLC History New 2,440 370 0.38% 653 +2,440 New Q4 2025 Apr 08, 2026
Modern Wealth Management, LLC History Added to 2,423 368 0.01% 0.02% 654 +19 0.79% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 2,405 365 0.01% 0.04% 655 -2,439 -50.35% Q4 2025 Jan 23, 2026
GREENLEAF TRUST History Added to 2,399 364 0.0% 0.01% 656 +242 11.22% Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History Reduced 2,379 361 0.01% 0.02% 657 -1,400 -37.05% Q4 2025 Jan 20, 2026
Americana Partners, LLC History New 2,372 360 0.01% 658 +2,372 New Q4 2025 Feb 06, 2026
Aaron Wealth Advisors LLC History Added to 2,374 360 0.02% 0.04% 659 +464 24.29% Q4 2025 Jan 21, 2026
HRT FINANCIAL LP History Added to 4,549 358 0.0% 0.0% 660 +1,313 40.57% Q4 2025 Feb 12, 2026
BridgePort Financial Solutions, LLC History No change 2,330 354 0.1% 0.2% 661 0 0.0% Q4 2025 Jan 16, 2026
BOKF, NA History Reduced 2,317 352 0.01% 0.01% 662 -6 -0.26% Q4 2025 Feb 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 2,314 351 0.02% 0.01% 663 +1,599 223.64% Q4 2025 Feb 10, 2026
EFG International AG History New 2,307 350 0.01% 664 +2,307 New Q4 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History New 2,300 349 0.0% 665 +2,300 New Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History New 2,300 349 0.01% 666 +2,300 New Q4 2025 Jan 30, 2026
Sierra Capital LLC History New 2,295 349 0.04% 667 +2,295 New Q4 2025 Feb 18, 2026
Vise Technologies, Inc. History Reduced 2,299 349 0.01% 0.04% 668 -913 -28.42% Q4 2025 Feb 11, 2026
Kera Capital Partners, Inc. History New 2,321 347 0.04% 669 +2,321 New Q4 2025 Feb 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 2,274 345 0.02% 0.03% 670 +1,153 102.85% Q4 2025 Feb 03, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 2,248 341 0.02% 0.06% 671 +151 7.2% Q4 2025 Feb 09, 2026
Phoenix Financial Ltd. History Added to 2,243 339 0.0% 0.01% 672 +797 55.12% Q4 2025 Feb 05, 2026
CI INVESTMENTS INC. History Added to 2,212 336 0.0% 0.0% 673 +426 23.85% Q4 2025 Feb 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 2,197 333 0.02% 0.04% 674 +443 25.26% Q4 2025 Feb 17, 2026
Discipline Wealth Solutions, LLC History Added to 2,175 330 0.06% 0.16% 675 +279 14.72% Q4 2025 Jan 26, 2026
180 WEALTH ADVISORS, LLC History New 2,167 329 0.04% 676 +2,167 New Q4 2025 Jan 09, 2026
Wick Capital Partners, LLC History No change 2,171 329 0.06% 0.17% 677 0 0.0% Q4 2025 Mar 02, 2026
LongView Wealth Management History No change 2,000 324 0.08% 0.17% 678 0 0.0% Q4 2025 Jan 13, 2026
Ulland Investment Advisors, LLC History No change 4,075 321 0.26% 0.28% 679 0 0.0% Q4 2025 Jan 08, 2026
CARDIFF PARK ADVISORS, LLC History Added to 2,094 318 0.03% 0.02% 681 +1,330 174.08% Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Added to 2,094 318 0.02% 0.03% 680 +745 55.23% Q4 2025 Feb 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 2,080 316 0.01% 0.01% 682 -89 -4.1% Q4 2025 Feb 12, 2026
AssuredPartners Investment Advisors, LLC History New 2,075 315 0.05% 685 +2,075 New Q4 2025 Feb 03, 2026
ALLIANZ SE History Reduced 2,078 315 0.0% 0.03% 683 -1,622 -43.84% Q4 2025 Feb 13, 2026
Royal Fund Management, LLC History Added to 2,077 315 0.03% 0.08% 684 +96 4.85% Q4 2025 Jan 15, 2026
Avanza Fonder AB History New 2,055 312 0.01% 687 +2,055 New Q4 2025 Jan 12, 2026
Advisor OS, LLC History Reduced 2,054 312 0.03% 0.06% 686 -101 -4.69% Q4 2025 Feb 04, 2026
Tanager Wealth Management LLP History Added to 2,048 311 0.03% 0.06% 688 +259 14.48% Q4 2025 Jan 26, 2026
Meeder Advisory Services, Inc. History Reduced 2,044 310 0.01% 0.05% 689 -1,501 -42.34% Q4 2025 Feb 11, 2026
BCS Wealth Management History Added to 2,030 308 0.03% 0.07% 690 +1,015 100.0% Q4 2025 Jan 26, 2026
Venture Visionary Partners LLC History Reduced 2,021 307 0.01% 0.04% 691 -3,050 -60.15% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 2,014 306 0.0% 0.01% 692 +34 1.72% Q4 2025 Feb 09, 2026
KLCM Advisors, Inc. History New 2,010 305 0.03% 693 +2,010 New Q4 2025 Feb 04, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 1,998 303 0.0% 0.0% 694 -5,286 -72.57% Q4 2025 Feb 17, 2026
Frisch Financial Group, Inc. History No change 2,000 303 0.07% 0.15% 695 0 0.0% Q4 2025 Feb 06, 2026
Valeo Financial Advisors, LLC History Reduced 2,850 299 0.01% 0.03% 696 -3,576 -55.65% Q4 2025 Feb 04, 2026
Gilman Hill Asset Management, LLC History Reduced 1,962 298 0.05% 0.25% 697 -3,016 -60.59% Q4 2025 Jan 12, 2026
Mountain Capital Investment Advisors Inc. History Added to 1,806 294 0.05% 0.11% 698 +21 1.18% Q4 2025 Jan 28, 2026
TL Private Wealth History New 1,860 292 0.11% 699 +1,860 New Q4 2025 Jan 12, 2026
Veracity Capital LLC History Added to 1,926 292 0.09% 0.16% 700 +340 21.44% Q4 2025 Jan 29, 2026
Redwood Wealth Management Group, LLC History Added to 1,910 290 0.12% 0.17% 701 +650 51.59% Q4 2025 Feb 03, 2026
Pinnacle Financial Partners, Inc. History New 1,905 289 0.0% 703 +1,905 New Q4 2025 Feb 18, 2026
Riverview Capital Advisers, LLC History No change 1,908 289 0.09% 0.18% 702 0 0.0% Q4 2025 Feb 17, 2026
Clientfirst Wealth Management, LLC History New 1,900 288 0.23% 704 +1,900 New Q4 2025 Feb 06, 2026
J. Safra Sarasin Holding AG History New 1,889 287 0.0% 705 +1,889 New Q4 2025 Jan 15, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 1,888 286 0.03% 0.06% 706 0 0.0% Q4 2025 Jan 27, 2026
McAdam, LLC History Added to 1,937 283 0.01% 0.03% 707 +212 12.29% Q4 2025 Feb 13, 2026
Indivisible Partners History New 1,859 282 0.03% 710 +1,859 New Q4 2025 Feb 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 1,862 282 0.0% 0.0% 708 +272 17.11% Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Added to 1,857 282 0.0% 0.0% 709 +93 5.27% Q4 2025 Feb 13, 2026
Syntegra Private Wealth Group, LLC History Reduced 1,851 281 0.03% 0.09% 712 -970 -34.38% Q4 2025 Feb 10, 2026
Claro Advisors Inc. History Added to 1,853 281 0.04% 0.08% 711 +45 2.49% Q4 2025 Feb 17, 2026
Altshuler Shaham Ltd History Added to 1,846 280 0.0% 0.0% 713 +1,838 22975.0% Q4 2025 Feb 17, 2026
ABN AMRO Bank N.V. History Added to 1,851 280 0.0% 0.0% 714 +712 62.51% Q4 2025 Feb 04, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 1,840 279 0.02% 0.04% 715 -51 -2.7% Q4 2025 Feb 12, 2026
VICTORY FINANCIAL GROUP, LLC History New 1,817 276 0.03% 716 +1,817 New Q4 2025 Jan 15, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 3,445 275 0.02% 0.02% 717 0 0.0% Q4 2025 Feb 10, 2026
Stonehearth Capital Management, LLC History No change 1,797 273 0.1% 0.22% 718 0 0.0% Q4 2025 Jan 13, 2026
Evanson Asset Management, LLC History No change 1,803 273 0.01% 0.03% 719 0 0.0% Q4 2025 Jan 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,797 272 0.0% 0.01% 720 -402 -18.28% Q4 2025 Feb 09, 2026
Bulltick Wealth Management, LLC History Reduced 1,763 267 0.06% 0.14% 722 -25 -1.4% Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Reduced 1,759 267 0.02% 0.04% 721 -2 -0.11% Q4 2025 Feb 03, 2026
Strategic Blueprint, LLC History Added to 1,755 266 0.02% 0.02% 724 +364 26.17% Q4 2025 Jan 30, 2026
Empower Advisory Group, LLC History Reduced 1,752 266 0.0% 0.0% 726 -342 -16.33% Q4 2025 Feb 12, 2026
Souders Financial Advisors History Reduced 1,751 266 0.03% 0.07% 725 -144 -7.6% Q4 2025 Feb 02, 2026
FIRST FINANCIAL BANKSHARES INC History No change 1,754 266 0.01% 0.01% 723 0 0.0% Q4 2025 Feb 12, 2026
MCGUIRE CAPITAL ADVISORS INC History New 1,746 265 0.17% 728 +1,746 New Q4 2025 Feb 19, 2026
Sava Infond d.o.o. History Added to 1,750 265 0.04% 0.04% 727 +900 105.88% Q4 2025 Jan 29, 2026
Mill Creek Capital Advisors, LLC History Reduced 1,723 261 0.01% 0.01% 729 -25 -1.43% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Added to 1,714 260 0.0% 0.0% 731 +450 35.6% Q4 2025 Feb 13, 2026
CHICAGO TRUST Co NA History Reduced 1,716 260 0.04% 0.08% 730 -56 -3.16% Q4 2025 Feb 17, 2026
Red Door Wealth Management, LLC History Added to 1,708 259 0.03% 0.05% 732 +123 7.76% Q4 2025 Jan 20, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 1,700 258 0.01% 0.02% 733 0 0.0% Q4 2025 Feb 11, 2026
Miller Capital Partners, Inc. History New 1,696 257 0.13% 734 +1,696 New Q4 2025 Feb 17, 2026
BayBridge Capital Group, LLC History New 1,660 252 0.16% 735 +1,660 New Q4 2025 Jan 16, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 1,648 250 0.0% 0.0% 736 -13 -0.78% Q4 2025 Feb 06, 2026
Ethos Financial Group, LLC History Added to 2,521 249 0.02% 0.06% 737 +241 10.57% Q4 2025 Jan 20, 2026
SIMON QUICK ADVISORS, LLC History New 1,631 247 0.01% 738 +1,631 New Q4 2025 Jan 29, 2026
PYA Waltman Capital, LLC History Added to 1,625 246 0.07% 0.07% 740 +855 111.04% Q4 2025 Feb 13, 2026
MJP ASSOCIATES INC /ADV History Reduced 1,622 246 0.03% 0.07% 739 -101 -5.86% Q4 2025 Feb 06, 2026
Canal Capital Management, LLC History Reduced 1,615 245 0.03% 0.13% 741 -1,036 -39.08% Q4 2025 Jan 06, 2026
Centurion Wealth Management LLC History Reduced 1,615 245 0.05% 0.14% 742 -300 -15.67% Q4 2025 Jan 14, 2026
Key Client Fiduciary Advisors, LLC History Reduced 1,601 243 0.08% 0.36% 745 -3,863 -70.7% Q4 2025 Jan 28, 2026
Annandale Capital, LLC History New 1,600 243 0.03% 744 +1,600 New Q4 2025 Feb 12, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 1,601 243 0.05% 0.1% 746 +5 0.31% Q4 2025 Jan 28, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 1,600 243 0.07% 0.18% 743 0 0.0% Q4 2025 Feb 10, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 1,600 243 0.1% 0.22% 747 0 0.0% Q4 2025 Jan 14, 2026
NORDEN GROUP LLC History Reduced 1,583 240 0.02% 0.06% 749 -242 -13.26% Q4 2025 Jan 13, 2026
One Capital Management, LLC History No change 1,581 240 0.01% 0.02% 748 0 0.0% Q4 2025 Feb 10, 2026
Tamar Securities, LLC History New 1,577 239 0.03% 750 +1,577 New Q4 2025 Feb 13, 2026
UNIQUE WEALTH, LLC History Reduced 1,573 239 0.03% 0.07% 751 -1 -0.06% Q4 2025 Jan 06, 2026
Citrine Capital LLC History No change 1,579 239 0.11% 0.24% 752 0 0.0% Q4 2025 Jan 20, 2026
Compound Planning, Inc. History Reduced 1,561 237 0.01% 0.02% 754 -357 -18.61% Q4 2025 Feb 19, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 1,560 237 0.01% 0.02% 753 -2 -0.13% Q4 2025 Feb 12, 2026
Advisors Preferred, LLC History New 1,500 235 0.04% 755 +1,500 New Q4 2025 Feb 02, 2026
REGIONS FINANCIAL CORP History Added to 1,502 228 0.0% 0.0% 756 +440 41.43% Q4 2025 Jan 27, 2026
San Luis Wealth Advisors LLC History Reduced 1,782 225 0.04% 0.11% 757 -1,778 -49.94% Q4 2025 Jan 26, 2026
R Squared Ltd History New 1,480 224 0.1% 758 +1,480 New Q4 2025 Jan 30, 2026
OneDigital Investment Advisors LLC History Reduced 1,472 223 0.0% 0.01% 759 -168 -10.24% Q4 2025 Feb 13, 2026
Aventura Private Wealth, LLC History No change 1,474 223 0.08% 0.17% 760 0 0.0% Q4 2025 Jan 07, 2026
Mutual Advisors, LLC History Reduced 1,459 221 0.0% 0.01% 761 -345 -19.12% Q4 2025 Feb 02, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 1,457 221 0.01% 0.01% 762 +246 20.31% Q4 2025 Jan 12, 2026
Wealth Alliance Advisory Group, LLC History No change 1,450 220 0.04% 0.08% 763 0 0.0% Q4 2025 Jan 29, 2026
STF Management LP History Reduced 1,445 219 0.21% 0.37% 764 -1,687 -53.86% Q4 2025 Feb 05, 2026
Legacy Wealth Managment, LLC/ID History Reduced 1,450 218 0.1% 1.09% 765 -6,054 -80.68% Q4 2025 Feb 03, 2026
Penserra Capital Management LLC History Added to 1,433 217 0.0% 0.01% 766 +85 6.31% Q4 2025 Feb 12, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 221,529 216 0.01% 0.01% 767 +220,374 19080.0% Q4 2025 Feb 13, 2026
Trek Financial, LLC History Reduced 1,402 213 0.01% 0.03% 768 -361 -20.48% Q4 2025 Feb 04, 2026
GTS SECURITIES LLC History Reduced 1,398 212 0.01% 0.1% 769 -6,807 -82.96% Q4 2025 Feb 13, 2026
Van Hulzen Asset Management, LLC History Reduced 1,388 210 0.02% 0.07% 770 -1,390 -50.04% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Added to 1,329 206 0.01% 0.02% 771 +157 13.4% Q4 2025 Feb 13, 2026
First Heartland Consultants, Inc. History Reduced 1,348 204 0.02% 0.05% 772 -507 -27.33% Q4 2025 Jan 09, 2026
L2 Asset Management, LLC History Added to 1,346 204 0.03% 0.06% 773 +128 10.51% Q4 2025 Feb 17, 2026
ABC ARBITRAGE SA History New 1,330 202 0.02% 774 +1,330 New Q4 2025 Feb 04, 2026
Berkeley Capital Partners, LLC History Reduced 1,323 201 0.05% 0.11% 775 -182 -12.09% Q4 2025 Feb 05, 2026
Rossby Financial, LCC History Added to 1,210 183 0.06% 0.13% 776 +7 0.58% Q4 2025 Feb 12, 2026
MRP Capital Investments, LLC History Added to 1,200 182 0.15% 0.35% 777 +200 20.0% Q4 2025 Feb 09, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 1,200 182 0.06% 0.13% 778 0 0.0% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,169 177 0.0% 0.01% 779 -55 -4.49% Q4 2025 Feb 05, 2026
HOEY INVESTMENTS, INC History Reduced 1,100 167 0.02% 0.09% 780 -900 -45.0% Q4 2025 Jan 28, 2026
Glass Jacobson Investment Advisors llc History No change 1,079 163 0.06% 0.13% 781 0 0.0% Q4 2025 Jan 22, 2026
Sterling Capital Management LLC History Reduced 1,072 162 0.0% 0.01% 783 -446 -29.38% Q4 2025 Feb 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 1,203 162 0.11% 0.28% 782 0 0.0% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 996 151 0.01% 784 +996 New Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 933 141 0.01% 0.01% 785 +265 39.67% Q4 2025 Feb 06, 2026
AlphaQuest LLC History Reduced 918 139 0.01% 0.02% 786 -159 -14.76% Q4 2025 Feb 09, 2026
Horizon Investments, LLC History New 871 132 0.0% 787 +871 New Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History Reduced 820 124 0.01% 0.02% 788 -7 -0.85% Q4 2025 Jan 29, 2026
E Fund Management (Hong Kong) Co., Ltd. History Added to 860 120 0.04% 0.05% 790 +625 265.96% Q4 2025 Feb 05, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 1,114 120 0.01% 0.02% 789 +16 1.46% Q4 2025 Jan 14, 2026
Abound Wealth Management History Reduced 747 113 0.03% 0.1% 791 -442 -37.17% Q4 2025 Jan 12, 2026
OSTRUM ASSET MANAGEMENT History Reduced 739 112 0.01% 0.01% 793 -245 -24.9% Q4 2025 Feb 13, 2026
Stelac Advisory Services LLC History No change 740 112 0.04% 0.08% 792 0 0.0% Q4 2025 Feb 12, 2026
Pacific Center for Financial Services History No change 330 106 0.03% 0.03% 794 0 0.0% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Reduced 694 105 0.01% 0.01% 795 -7 -1.0% Q4 2025 Feb 10, 2026
WESTPAC BANKING CORP History New 656 99 0.01% 796 +656 New Q4 2025 Feb 10, 2026
DAGCO, INC. History Added to 655 99 0.02% 0.01% 797 +483 280.81% Q4 2025 Jan 08, 2026
GAMMA Investing LLC History Reduced 622 94 0.0% 0.02% 798 -376 -37.68% Q4 2025 Jan 05, 2026
JTC Employer Solutions Trustee Ltd History No change 600 91 0.01% 0.02% 799 0 0.0% Q4 2025 Feb 10, 2026
WEXFORD CAPITAL LP History New 567 86 0.02% 801 +567 New Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Reduced 571 86 0.0% 0.0% 800 -170 -22.94% Q4 2025 Feb 04, 2026
WPG Advisers, LLC History Reduced 563 85 0.06% 0.15% 803 -37 -6.17% Q4 2025 Jan 28, 2026
Blue Trust, Inc. History Added to 563 85 0.0% 0.0% 802 +21 3.87% Q4 2025 Jan 16, 2026
Intesa Sanpaolo Wealth Management History New 540 82 0.02% 807 +540 New Q4 2025 Feb 12, 2026
Financial Perspectives, Inc History Reduced 541 82 0.02% 0.08% 805 -371 -40.68% Q4 2025 Jan 28, 2026
CX Institutional History Added to 540 82 0.0% 0.0% 804 +145 36.71% Q4 2025 Feb 02, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 545 82 0.02% 0.04% 806 0 0.0% Q4 2025 Feb 13, 2026
OFI INVEST ASSET MANAGEMENT History New 629 81 0.0% 809 +629 New Q4 2025 Jan 22, 2026
MCF Advisors LLC History No change 539 81 0.0% 0.01% 808 0 0.0% Q4 2025 Feb 11, 2026
N.E.W. Advisory Services LLC History New 522 79 0.01% 810 +522 New Q4 2025 Jan 28, 2026
Chung Wu Investment Group, LLC History Reduced 515 78 0.06% 0.4% 811 -975 -65.44% Q4 2025 Feb 02, 2026
Ancora Advisors LLC History Added to 507 77 0.0% 0.0% 812 +147 40.83% Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Added to 501 76 0.01% 0.01% 813 +300 149.25% Q4 2025 Jan 26, 2026
BigSur Wealth Management LLC History New 500 75 0.02% 814 +500 New Q4 2025 Jan 27, 2026
Skaana Management L.P. History No change 500 75 0.02% 0.04% 815 0 0.0% Q4 2025 Feb 10, 2026
ORG Wealth Partners, LLC History Reduced 940 74 0.02% 0.02% 816 -33 -3.39% Q4 2025 Jan 14, 2026
TD Waterhouse Canada Inc. History Reduced 484 73 0.0% 0.0% 817 -6 -1.22% Q4 2025 Jan 27, 2026
REAP Financial Group, LLC History Added to 455 69 0.01% 0.03% 819 +4 0.89% Q4 2025 Feb 10, 2026
Costello Asset Management, INC History No change 700 69 0.02% 0.04% 818 0 0.0% Q4 2025 Feb 03, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 427 64 0.01% 0.02% 820 0 0.0% Q4 2025 Jan 22, 2026
SHP Wealth Management History New 417 63 0.0% 821 +417 New Q4 2025 Mar 04, 2026
SUMMIT SECURITIES GROUP LLC History New 408 61 0.01% 822 +408 New Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History Added to 396 60 0.01% 0.01% 823 +14 3.66% Q4 2025 Jan 21, 2026
Pinnacle Wealth Planning Services, Inc. History New 392 59 0.01% 824 +392 New Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 387 58 0.0% 0.0% 825 -719 -65.01% Q4 2025 Jan 23, 2026
EQ WEALTH ADVISORS, LLC History New 458 58 0.03% 826 +458 New Q4 2025 Feb 02, 2026
Evelyn Partners Investment Management Services Ltd History Added to 387 58 0.01% 0.0% 827 +380 5428.57% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Added to 370 56 0.0% 0.0% 828 +1 0.27% Q4 2025 Jan 30, 2026
Fideuram Asset Management (Ireland) dac History New 166 55 0.0% 829 +166 New Q4 2025 Feb 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 350 53 0.03% 0.01% 830 +320 1066.67% Q4 2025 Feb 17, 2026
VESTOR CAPITAL, LLC History Added to 1,091 51 0.0% 0.01% 831 +737 208.19% Q4 2025 Feb 11, 2026
Rosenberg Matthew Hamilton History No change 341 51 0.01% 0.02% 832 0 0.0% Q4 2025 Jan 05, 2026
HUNTINGTON NATIONAL BANK History Reduced 334 50 0.0% 0.0% 833 -130 -28.02% Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 316 48 0.0% 0.01% 834 -681 -68.3% Q4 2025 Jan 21, 2026
Reflection Asset Management History New 314 47 0.03% 835 +314 New Q4 2025 Mar 02, 2026
North Star Investment Management Corp. History Added to 306 46 0.0% 0.01% 836 +6 2.0% Q4 2025 Jan 30, 2026
IAG Wealth Partners, LLC History Added to 302 45 0.01% 0.0% 837 +180 147.54% Q4 2025 Feb 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 290 44 0.0% 0.02% 838 -375 -56.39% Q4 2025 Jan 07, 2026
Compagnie Lombard Odier SCmA History Reduced 295 44 0.0% 0.0% 839 -20 -6.35% Q4 2025 Jan 16, 2026
JONES FINANCIAL COMPANIES LLLP History New 281 42 0.0% 840 +281 New Q4 2025 Feb 17, 2026
Cornerstone Planning Group LLC History Added to 264 41 0.01% 841 +225 576.92% Q4 2025 Feb 02, 2026
Itau Unibanco Holding S.A. History New 262 39 0.0% 842 +262 New Q4 2025 Feb 13, 2026
City State Bank History Added to 250 37 0.01% 0.0% 844 +195 354.55% Q4 2025 Jan 28, 2026
Quarry LP History Added to 246 37 0.01% 0.01% 845 +121 96.8% Q4 2025 Feb 13, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 250 37 0.01% 0.03% 843 0 0.0% Q4 2025 Jan 05, 2026
Triumph Capital Management History New 257 36 0.01% 846 +257 New Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History Added to 230 34 0.0% 0.01% 847 +12 5.5% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History Reduced 219 33 0.01% 0.02% 848 -82 -27.24% Q4 2025 Jan 23, 2026
Sound Income Strategies, LLC History Added to 236 32 0.0% 0.0% 849 +145 159.34% Q4 2025 Jan 21, 2026
Quaker Wealth Management, LLC History Added to 205 31 0.01% 0.02% 851 +3 1.49% Q4 2025 Jan 28, 2026
VIRTUS ADVISERS, LLC History No change 400 31 0.01% 0.02% 850 0 0.0% Q4 2025 Feb 13, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 210 31 0.0% 0.0% 852 0 0.0% Q4 2025 Jan 13, 2026
Versant Capital Management, Inc History Reduced 202 30 0.0% 0.02% 853 -291 -59.03% Q4 2025 Jan 08, 2026
Wilkerson Advisory Group LLC History New 200 30 0.01% 855 +200 New Q4 2025 Feb 13, 2026
SJS Investment Consulting Inc. History Added to 201 30 0.0% 0.01% 854 +84 71.79% Q4 2025 Jan 21, 2026
Dogwood Wealth Management LLC History Added to 190 28 0.01% 0.01% 859 +140 280.0% Q4 2025 Feb 04, 2026
HighMark Wealth Management LLC History Added to 185 28 0.01% 0.02% 858 +25 15.63% Q4 2025 Feb 05, 2026
VISION FINANCIAL MARKETS LLC History Added to 366 28 0.03% 0.03% 856 +1 0.27% Q4 2025 Jan 22, 2026
Darwin Wealth Management, LLC History No change 190 28 0.01% 0.02% 857 0 0.0% Q4 2025 Jan 22, 2026
Salomon & Ludwin, LLC History Added to 163 26 0.0% 0.0% 861 +53 48.18% Q4 2025 Jan 28, 2026
TFC Financial Management, Inc. History Reduced 177 26 0.0% 0.01% 862 -13 -6.84% Q4 2025 Jan 23, 2026
ST GERMAIN D J CO INC History No change 177 26 0.0% 0.0% 860 0 0.0% Q4 2025 Jan 29, 2026
Quintet Private Bank (Europe) S.A. History No change 175 26 0.0% 0.0% 863 0 0.0% Q4 2025 Jan 20, 2026
Wilmington Savings Fund Society, FSB History Added to 160 24 0.0% 0.0% 864 +60 60.0% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History Reduced 158 24 0.0% 0.01% 865 -40 -20.2% Q4 2025 Jan 12, 2026
Clearstead Trust, LLC History Added to 152 23 0.0% 0.0% 866 +124 442.86% Q4 2025 Feb 09, 2026
Physician Wealth Advisors, Inc. History Reduced 226 22 0.0% 0.01% 867 -17 -7.0% Q4 2025 Jan 29, 2026
Motiv8 Investments LLC History New 135 21 0.01% 869 +135 New Q4 2025 Feb 13, 2026
Covestor Ltd History Added to 135 21 0.01% 0.02% 868 +10 8.0% Q4 2025 Feb 06, 2026
Nemes Rush Group LLC History Added to 137 20 0.0% 0.0% 870 +1 0.74% Q4 2025 Feb 11, 2026
GPS Wealth Strategies Group, LLC History Reduced 130 19 0.02% 0.04% 872 -990 -88.39% Q4 2025 Feb 06, 2026
Cheviot Value Management, LLC History No change 120 19 0.0% 0.0% 871 0 0.0% Q4 2025 Feb 03, 2026
BESSEMER GROUP INC History Reduced 116 18 0.0% 0.0% 873 -21 -15.33% Q4 2025 Feb 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 121 18 0.0% 0.0% 874 +3 2.54% Q4 2025 Feb 09, 2026
ORG Partners LLC History Reduced 125 18 0.0% 0.01% 875 -1 -0.79% Q4 2025 Jan 14, 2026
Activest Wealth Management History Reduced 215 17 0.0% 0.01% 877 -162 -42.97% Q4 2025 Jan 30, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 118 17 0.0% 0.0% 876 -32 -21.33% Q4 2025 Feb 11, 2026
Private Wealth Management Group, LLC History Added to 117 17 0.0% 0.01% 879 +16 15.84% Q4 2025 Jan 23, 2026
Financial Freedom, LLC History No change 115 17 0.01% 0.02% 878 0 0.0% Q4 2025 Feb 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 109 16 0.01% 880 +109 New Q4 2025 Jan 20, 2026
Modus Advisors, LLC History New 109 16 0.0% 882 +109 New Q4 2025 Feb 11, 2026
Kemnay Advisory Services Inc. History New 107 16 0.0% 881 +107 New Q4 2025 Feb 17, 2026
SOA Wealth Advisors, LLC. History Reduced 107 16 0.0% 0.01% 883 -10 -8.55% Q4 2025 Jan 20, 2026
Indiana Trust & Investment Management Co History Reduced 100 15 0.0% 0.01% 884 -50 -33.33% Q4 2025 Jan 21, 2026
Arlington Trust Co LLC History Reduced 101 15 0.0% 0.01% 887 -40 -28.37% Q4 2025 Jan 30, 2026
Horrell Capital Management, Inc. History Added to 105 15 0.01% 0.01% 885 +2 1.94% Q4 2025 Feb 03, 2026
Quent Capital, LLC History Reduced 101 15 0.0% 0.0% 886 -1 -0.98% Q4 2025 Jan 29, 2026
TUCKER ASSET MANAGEMENT LLC History New 95 14 0.0% 890 +95 New Q4 2025 Feb 05, 2026
Financial Management Professionals, Inc. History Added to 95 14 0.0% 0.0% 889 +85 850.0% Q4 2025 Jan 27, 2026
Catalyst Capital Advisors LLC History Reduced 98 14 0.0% 0.0% 888 -25 -20.33% Q4 2025 Feb 10, 2026
Safe Harbor Fiduciary, LLC History New 92 13 0.01% 894 +92 New Q4 2025 Feb 17, 2026
MASECO LLP History New 90 13 0.0% 895 +90 New Q4 2025 Jan 22, 2026
Keating Financial Advisory Services, Inc. History New 86 13 0.0% 896 +86 New Q4 2025 Feb 09, 2026
Crewe Advisors LLC History Added to 87 13 0.0% 0.0% 893 +39 81.25% Q4 2025 Jan 16, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 87 13 0.0% 0.0% 891 -5 -5.43% Q4 2025 Feb 23, 2026
First PREMIER Bank History No change 84 13 0.0% 0.01% 892 0 0.0% Q4 2025 Jan 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 80 12 0.01% 899 +80 New Q4 2025 Feb 11, 2026
Colonial Trust Advisors History No change 80 12 0.0% 0.0% 897 0 0.0% Q4 2025 Feb 12, 2026
Avalon Trust Co History No change 85 12 0.0% 0.0% 898 0 0.0% Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History Reduced 76 11 0.0% 0.01% 900 -272 -78.16% Q4 2025 Jan 27, 2026
UMB Bank, n.a. History Reduced 68 10 0.0% 0.0% 901 -57 -45.6% Q4 2025 Feb 13, 2026
Banque Transatlantique SA History Reduced 60 9 0.0% 0.05% 906 -6,455 -99.08% Q4 2025 Feb 26, 2026
McIlrath & Eck, LLC History Reduced 64 9 0.0% 0.02% 903 -603 -90.4% Q4 2025 Feb 03, 2026
Osbon Capital Management LLC History New 60 9 0.01% 904 +60 New Q4 2025 Mar 16, 2026
Byrne Asset Management LLC History Added to 60 9 0.0% 905 +59 5900.0% Q4 2025 Jan 12, 2026
Asset Dedication, LLC History Added to 70 9 0.0% 0.0% 902 +13 22.81% Q4 2025 Jan 26, 2026
Parkside Financial Bank & Trust History Reduced 53 8 0.0% 0.0% 908 -132 -71.35% Q4 2025 Feb 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History New 56 8 0.0% 909 +56 New Q4 2025 Feb 17, 2026
MidFirst Bank History New 54 8 0.0% 912 +54 New Q4 2025 Feb 25, 2026
Bell Investment Advisors, Inc History Added to 58 8 0.0% 0.0% 911 +28 93.33% Q4 2025 Feb 24, 2026
S&T BANK/PA History Added to 54 8 0.0% 0.0% 907 +24 80.0% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 54 8 0.0% 0.0% 910 -13 -19.4% Q4 2025 Feb 13, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 49 7 0.0% 0.06% 920 -635 -92.84% Q4 2025 Feb 27, 2026
Global Wealth Strategies & Associates History Reduced 50 7 0.0% 0.02% 919 -139 -73.54% Q4 2025 Jan 02, 2026
Vermillion Wealth Management, Inc. History Reduced 50 7 0.0% 0.01% 917 -115 -69.7% Q4 2025 Feb 11, 2026
Bank of New Hampshire History New 50 7 0.0% 918 +50 New Q4 2025 Mar 16, 2026
Jessup Wealth Management, Inc History New 50 7 0.0% 921 +50 New Q4 2025 Feb 11, 2026
Trust Co History Added to 51 7 0.0% 0.0% 915 +1 2.0% Q4 2025 Jan 15, 2026
HM PAYSON & CO History No change 50 7 0.0% 0.0% 913 0 0.0% Q4 2025 Feb 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 48 7 0.0% 0.0% 914 0 0.0% Q4 2025 Feb 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 48 7 0.0% 0.0% 916 0 0.0% Q4 2025 Jan 23, 2026
Millstone Evans Group, LLC History No change 50 7 0.0% 0.01% 922 0 0.0% Q4 2025 Feb 02, 2026
FNY Investment Advisers, LLC History Reduced 50 6 0.0% 0.02% 927 -560 -91.8% Q4 2025 Jan 16, 2026
Manchester Capital Management LLC History Reduced 43 6 0.0% 0.01% 926 -144 -77.01% Q4 2025 Feb 11, 2026
WealthCollab, LLC History New 45 6 0.0% 929 +45 New Q4 2025 Jan 27, 2026
VALLEY NATIONAL ADVISERS INC History New 44 6 0.0% 924 +44 New Q4 2025 Jan 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 44 6 0.0% 925 +41 1366.67% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 46 6 0.0% 0.0% 923 +28 155.56% Q4 2025 Feb 06, 2026
Frazier Financial Advisors, LLC History No change 45 6 0.0% 0.01% 928 0 0.0% Q4 2025 Feb 09, 2026
Estate Planners Group, LLC History New 35 5 0.0% 934 +35 New Q4 2025 Apr 07, 2026
Signature Equity Partners, LLC History New 33 5 0.0% 933 +33 New Q4 2025 Feb 17, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 34 5 0.0% 0.01% 932 -29 -46.03% Q4 2025 Jan 15, 2026
Aspect Partners, LLC History Added to 33 5 0.0% 0.0% 931 +16 94.12% Q4 2025 Jan 23, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 36 5 0.0% 0.01% 930 0 0.0% Q4 2025 Jan 08, 2026
Strive Financial Group ,LLC History New 30 4 0.0% 944 +30 New Q4 2025 Feb 18, 2026
Inspire Investing, LLC History New 28 4 0.0% 939 +28 New Q4 2025 Feb 17, 2026
Miller Global Investments, LLC History New 28 4 0.0% 946 +28 New Q4 2025 Jan 05, 2026
IFC & Insurance Marketing, Inc. History New 27 4 0.0% 945 +27 New Q4 2025 Feb 12, 2026
Avion Wealth History Reduced 31 4 0.0% 0.0% 940 -20 -39.22% Q4 2025 Jan 23, 2026
SITTNER & NELSON, LLC History Added to 30 4 0.0% 0.0% 941 +15 100.0% Q4 2025 Feb 11, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 32 4 0.0% 0.0% 935 -10 -23.81% Q4 2025 Feb 12, 2026
Marquette Asset Management, LLC History Added to 30 4 0.0% 0.0% 937 +7 30.43% Q4 2025 Jan 16, 2026
Cape Investment Advisory, Inc. History Added to 32 4 0.0% 0.01% 942 +2 6.67% Q4 2025 Feb 17, 2026
American Capital Advisory, LLC History Added to 30 4 0.0% 0.0% 943 +1 3.45% Q4 2025 Jan 30, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 30 4 0.0% 0.0% 936 0 0.0% Q4 2025 Feb 09, 2026
Roble, Belko & Company, Inc History No change 25 4 0.0% 0.0% 938 0 0.0% Q4 2025 Jan 12, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 22 3 0.0% 959 +22 New Q4 2025 Mar 05, 2026
PITTENGER & ANDERSON INC History New 20 3 0.0% 948 +20 New Q4 2025 Feb 02, 2026
Navalign, LLC History New 20 3 0.0% 954 +20 New Q4 2025 Feb 05, 2026
IMA Advisory Services, Inc. History Added to 21 3 0.0% 952 +18 600.0% Q4 2025 Feb 11, 2026
SouthState Bank Corp History Reduced 21 3 0.0% 0.0% 947 -16 -43.24% Q4 2025 Feb 11, 2026
CBIZ Investment Advisory Services, LLC History Reduced 23 3 0.0% 0.0% 953 -15 -39.47% Q4 2025 Feb 09, 2026
TRUST CO OF VERMONT History Added to 25 3 0.0% 0.0% 949 +10 66.67% Q4 2025 Jan 16, 2026
Turning Point Benefit Group, Inc. History Added to 25 3 0.0% 0.0% 957 +3 13.64% Q4 2025 Jan 30, 2026
Addison Advisors LLC History Added to 26 3 0.0% 0.0% 955 +2 8.33% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO History No change 22 3 0.0% 0.0% 950 0 0.0% Q4 2025 Jan 26, 2026
Plante Moran Financial Advisors, LLC History No change 20 3 0.0% 0.0% 951 0 0.0% Q4 2025 Feb 05, 2026
PFS Partners, LLC History No change 21 3 0.0% 0.0% 956 0 0.0% Q4 2025 Jan 16, 2026
PINNEY & SCOFIELD, INC. History No change 25 3 0.0% 0.0% 958 0 0.0% Q4 2025 Feb 13, 2026
Caitlin John, LLC History Reduced 15 2 0.0% 0.1% 966 -419 -96.54% Q4 2025 Feb 18, 2026
Measured Wealth Private Client Group, LLC History New 16 2 0.0% 962 +16 New Q4 2025 Feb 10, 2026
Bank of Jackson Hole Trust History New 16 2 0.0% 967 +16 New Q4 2025 Feb 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 18 2 0.0% 0.0% 960 +6 50.0% Q4 2025 Feb 11, 2026
Bruce G. Allen Investments, LLC History Reduced 17 2 0.0% 0.0% 965 -2 -10.53% Q4 2025 Feb 10, 2026
Tradewinds Capital Management, LLC History No change 16 2 0.0% 0.0% 961 0 0.0% Q4 2025 Jan 14, 2026
Concord Wealth Partners History No change 18 2 0.0% 0.0% 963 0 0.0% Q4 2025 Jan 29, 2026
RMG Wealth Management LLC History No change 14 2 0.0% 0.0% 964 0 0.0% Q4 2025 Jan 29, 2026
BankPlus Trust Department History No change 17 2 0.0% 0.0% 968 0 0.0% Q4 2025 Jan 27, 2026
NVWM, LLC History Reduced 13 1 0.0% 0.18% 974 -2,523 -99.49% Q4 2025 Jan 20, 2026
Cornerstone Financial Management LLC History New 12 1 0.0% 987 +12 New Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 10 1 0.0% 980 +10 New Q4 2025 Feb 05, 2026
Basepoint Wealth LLC History New 10 1 0.0% 985 +10 New Q4 2025 Feb 10, 2026
High Note Wealth, LLC History Added to 11 1 0.0% 975 +9 450.0% Q4 2025 Feb 05, 2026
Torren Management, LLC History New 8 1 0.0% 986 +8 New Q4 2025 Jan 30, 2026
OPTIMA CAPITAL LLC History New 7 1 0.0% 983 +7 New Q4 2025 Jan 23, 2026
WINNOW WEALTH LLC History Added to 7 1 0.0% 984 +6 600.0% Q4 2025 Feb 11, 2026
Johnson Financial Group, Inc. History Reduced 13 1 0.0% 0.0% 971 -5 -27.78% Q4 2025 Feb 12, 2026
Principia Wealth Advisory, LLC History Reduced 9 1 0.0% 0.0% 979 -3 -25.0% Q4 2025 Feb 10, 2026
Hughes Financial Services, LLC History Reduced 10 1 0.0% 0.0% 981 -3 -23.08% Q4 2025 Feb 11, 2026
Kilter Group LLC History Reduced 7 1 0.0% 0.0% 982 -2 -22.22% Q4 2025 Feb 13, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 1 0.0% 0.0% 969 0 0.0% Q4 2025 Feb 09, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 12 1 0.0% 0.0% 970 0 0.0% Q4 2025 Feb 09, 2026
TD Capital Management LLC History No change 7 1 0.0% 0.0% 972 0 0.0% Q4 2025 Feb 26, 2026
Oakworth Capital, Inc. History No change 9 1 0.0% 0.0% 973 0 0.0% Q4 2025 Jan 30, 2026
Gordian Capital Singapore Pte Ltd History No change 10 1 0.0% 0.0% 976 0 0.0% Q4 2025 Feb 11, 2026
Tanglewood Legacy Advisors, LLC History No change 9 1 0.0% 0.0% 977 0 0.0% Q4 2025 Feb 06, 2026
Tidemark, LLC History No change 9 1 0.0% 0.0% 978 0 0.0% Q4 2025 Feb 10, 2026
Laurion Capital Management LP History Closed out 0 0 2.78% -501,200 -100.0% Q3 2025 Nov 17, 2025
OSSIAM History Closed out 0 0 1.03% -247,410 -100.0% Q3 2025 Nov 14, 2025
Nishkama Capital, LLC History Closed out 0 0 1.28% -166,500 -100.0% Q3 2025 Nov 14, 2025
Solstein Capital, LLC History Closed out 0 0 9.59% -131,098 -100.0% Q3 2025 Nov 12, 2025
Uniplan Investment Counsel, Inc. History Closed out 0 0 0.41% -49,549 -100.0% Q3 2025 Nov 14, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 1.7% -42,098 -100.0% Q3 2025 Nov 12, 2025
TORNO CAPITAL, LLC History Closed out 0 0 0.8% -30,000 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -29,257 -100.0% Q3 2025 Nov 12, 2025
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Closed out 0 0 0.46% -25,000 -100.0% Q3 2025 Oct 20, 2025
Sloy Dahl & Holst, LLC History Closed out 0 0 0.78% -22,789 -100.0% Q3 2025 Oct 14, 2025
CRCM LP History Closed out 0 0 0.6% -22,784 -100.0% Q3 2025 Nov 14, 2025
Catalyst Funds Management Pty Ltd History Closed out 0 0 1.05% -21,600 -100.0% Q3 2025 Nov 12, 2025
Bleakley Financial Group, LLC History Closed out 0 0 0.15% -20,164 -100.0% Q3 2025 Nov 10, 2025
Spahn Wealth & Retirement LLC History Closed out 0 0 5.02% -19,223 -100.0% Q3 2025 Nov 14, 2025
Yaupon Capital Management LP History Closed out 0 0 0.19% -15,200 -100.0% Q3 2025 Nov 14, 2025
STEVENS CAPITAL MANAGEMENT LP History Closed out 0 0 0.57% -13,273 -100.0% Q3 2025 Nov 10, 2025
SCOTIA CAPITAL INC. History Closed out 0 0 0.01% -10,327 -100.0% Q3 2025 Nov 14, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.72% -9,395 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.08% -8,931 -100.0% Q3 2025 Nov 12, 2025
Oak Grove Capital LLC History Closed out 0 0 0.11% -8,700 -100.0% Q3 2025 Nov 12, 2025
Empowered Funds, LLC History Closed out 0 0 0.03% -8,273 -100.0% Q3 2025 Nov 13, 2025
PALISADE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.02% -8,250 -100.0% Q3 2025 Nov 14, 2025
AIA Group Ltd History Closed out 0 0 0.04% -7,091 -100.0% Q3 2025 Dec 18, 2025
Limestone Investment Advisors LP History Closed out 0 0 0.18% -7,000 -100.0% Q3 2025 Nov 13, 2025
BNC WEALTH MANAGEMENT, LLC History Closed out 0 0 0.53% -6,540 -100.0% Q3 2025 Oct 10, 2025
Vennlight Capital Management, LP History Closed out 0 0 2.65% -6,317 -100.0% Q3 2025 Nov 14, 2025
Left Brain Wealth Management, LLC History Closed out 0 0 0.17% -6,075 -100.0% Q3 2025 Nov 12, 2025
Hilltop Holdings Inc. History Closed out 0 0 0.1% -5,879 -100.0% Q3 2025 Nov 14, 2025
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 0.11% -5,763 -100.0% Q3 2025 Oct 01, 2025
APG Asset Management US Inc. History Closed out 0 0 0.01% -5,761 -100.0% Q3 2025 Nov 12, 2025
Western Financial Corp/CA History Closed out 0 0 0.74% -5,271 -100.0% Q3 2025 Oct 21, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.05% -5,236 -100.0% Q3 2025 Oct 07, 2025
Csenge Advisory Group History Closed out 0 0 0.08% -4,987 -100.0% Q3 2025 Oct 28, 2025
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Closed out 0 0 1.53% -4,766 -100.0% Q3 2025 Nov 14, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.44% -4,427 -100.0% Q3 2025 Nov 13, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.09% -4,408 -100.0% Q3 2025 Nov 06, 2025
CHESAPEAKE CAPITAL CORP /IL/ History Closed out 0 0 1.24% -4,307 -100.0% Q3 2025 Nov 13, 2025
NorthRock Partners, LLC History Closed out 0 0 0.02% -4,295 -100.0% Q3 2025 Nov 14, 2025
Brand Asset Management Group, Inc. History Closed out 0 0 0.36% -3,924 -100.0% Q3 2025 Nov 12, 2025
AZZAD ASSET MANAGEMENT INC /ADV History Closed out 0 0 0.12% -3,898 -100.0% Q3 2025 Nov 05, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.2% -3,704 -100.0% Q3 2025 Nov 13, 2025
RITHOLTZ WEALTH MANAGEMENT History Closed out 0 0 0.02% -3,286 -100.0% Q3 2025 Oct 28, 2025
III Capital Management History Closed out 0 0 0.24% -3,100 -100.0% Q3 2025 Nov 14, 2025
Farrell Financial LLC History Closed out 0 0 0.63% -3,100 -100.0% Q3 2025 Oct 21, 2025
MATAURO, LLC History Closed out 0 0 0.15% -2,950 -100.0% Q3 2025 Oct 10, 2025
Capital Group Investment Management Pte. Ltd. History Closed out 0 0 0.16% -2,943 -100.0% Q3 2025 Nov 13, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 0.05% -2,861 -100.0% Q3 2025 Oct 21, 2025
One River Asset Management, LLC History Closed out 0 0 0.25% -2,800 -100.0% Q3 2025 Nov 10, 2025
CAISSE DES DEPOTS ET CONSIGNATIONS History Closed out 0 0 0.04% -2,779 -100.0% Q3 2025 Nov 06, 2025
Kiker Wealth Management, LLC History Closed out 0 0 0.42% -2,569 -100.0% Q3 2025 Oct 27, 2025
JOHNSON INVESTMENT COUNSEL INC History Closed out 0 0 0.01% -2,520 -100.0% Q3 2025 Nov 06, 2025
Everhart Financial Group, Inc. History Closed out 0 0 0.08% -2,520 -100.0% Q3 2025 Nov 04, 2025
DIMENSIONAL FUND ADVISORS LP History Closed out 0 0 0.0% -2,513 -100.0% Q3 2025 Nov 12, 2025
Plancorp, LLC History Closed out 0 0 0.03% -2,478 -100.0% Q3 2025 Oct 15, 2025
Institute for Wealth Management, LLC. History Closed out 0 0 0.08% -2,427 -100.0% Q3 2025 Oct 17, 2025
PURSUE WEALTH PARTNERS LLC History Closed out 0 0 0.42% -2,400 -100.0% Q3 2025 Nov 07, 2025
WEALTHEDGE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.28% -2,269 -100.0% Q3 2025 Nov 12, 2025
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -2,213 -100.0% Q3 2025 Oct 22, 2025
CAPITAL ADVISORS INC/OK History Closed out 0 0 0.01% -2,176 -100.0% Q3 2025 Oct 21, 2025
Patient Capital Management, LLC History Closed out 0 0 0.03% -2,092 -100.0% Q3 2025 Oct 30, 2025
GRIMES & Co WEALTH MANAGEMENT, LLC History Closed out 0 0 0.02% -2,082 -100.0% Q3 2025 Oct 27, 2025
Mesirow Financial Investment Management, Inc. History Closed out 0 0 0.01% -2,073 -100.0% Q3 2025 Nov 12, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -2,069 -100.0% Q3 2025 Nov 12, 2025
AMERICAN ASSET MANAGEMENT INC. History Closed out 0 0 0.58% -2,000 -100.0% Q3 2025 Nov 05, 2025
Nicholas Investment Partners, LP History Closed out 0 0 0.05% -1,997 -100.0% Q3 2025 Nov 14, 2025
Groupe la Francaise History Closed out 0 0 0.01% -1,860 -100.0% Q3 2025 Nov 13, 2025
CWA Asset Management Group, LLC History Closed out 0 0 0.02% -1,794 -100.0% Q3 2025 Oct 22, 2025
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Closed out 0 0 0.01% -1,774 -100.0% Q3 2025 Nov 10, 2025
SMITH, MOORE & CO. History Closed out 0 0 0.04% -1,768 -100.0% Q3 2025 Nov 12, 2025
Quantum Portfolio Management LLC History Closed out 0 0 0.17% -1,767 -100.0% Q3 2025 Oct 29, 2025
SAGESPRING WEALTH PARTNERS, LLC History Closed out 0 0 0.01% -1,738 -100.0% Q3 2025 Oct 31, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.02% -1,680 -100.0% Q3 2025 Nov 14, 2025
Fiduciary Planning LLC History Closed out 0 0 0.16% -1,626 -100.0% Q3 2025 Oct 15, 2025
Altus Wealth Group LLC History Closed out 0 0 0.21% -1,624 -100.0% Q3 2025 Oct 21, 2025
Oakwell Private Wealth Management, LLC History Closed out 0 0 0.1% -1,618 -100.0% Q3 2025 Nov 12, 2025
CROSSPOINT FINANCIAL, LLC History Closed out 0 0 1.27% -1,606 -100.0% Q3 2025 Dec 03, 2025
DILLON & ASSOCIATES INC History Closed out 0 0 0.07% -1,605 -100.0% Q3 2025 Oct 28, 2025
NewEdge Wealth, LLC History Closed out 0 0 0.01% -1,503 -100.0% Q3 2025 Nov 07, 2025
Premier Path Wealth Partners, LLC History Closed out 0 0 0.06% -1,496 -100.0% Q3 2025 Nov 04, 2025
GLOBALT Investments LLC / GA History Closed out 0 0 0.02% -1,477 -100.0% Q3 2025 Oct 14, 2025
Westmount Partners, LLC History Closed out 0 0 0.13% -1,470 -100.0% Q3 2025 Oct 14, 2025
IFG Advisory, LLC History Closed out 0 0 0.02% -1,416 -100.0% Q3 2025 Nov 12, 2025
Frank, Rimerman Advisors LLC History Closed out 0 0 0.03% -1,392 -100.0% Q3 2025 Nov 04, 2025
VISTA FINANCE, LLC History Closed out 0 0 0.3% -1,388 -100.0% Q3 2025 Oct 08, 2025
Alta Advisers Ltd History Closed out 0 0 0.14% -1,385 -100.0% Q3 2025 Oct 31, 2025
DOLIVER ADVISORS, LP History Closed out 0 0 0.11% -1,350 -100.0% Q3 2025 Oct 07, 2025
Wealth Management Partners, LLC History Closed out 0 0 0.14% -1,340 -100.0% Q3 2025 Oct 21, 2025
Snowden Capital Advisors LLC History Closed out 0 0 0.01% -1,301 -100.0% Q3 2025 Nov 14, 2025
Friday Financial History Closed out 0 0 0.17% -1,290 -100.0% Q3 2025 Oct 07, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -1,269 -100.0% Q3 2025 Oct 14, 2025
Atria Investments, Inc History Closed out 0 0 0.0% -1,263 -100.0% Q3 2025 Nov 06, 2025
Walkner Condon Financial Advisors LLC History Closed out 0 0 0.06% -1,238 -100.0% Q3 2025 Oct 29, 2025
SAPIENT CAPITAL LLC History Closed out 0 0 0.01% -1,229 -100.0% Q3 2025 Oct 17, 2025
TCFG WEALTH MANAGEMENT, LLC History Closed out 0 0 0.15% -1,221 -100.0% Q3 2025 Nov 21, 2025
Savant Capital, LLC History Closed out 0 0 0.0% -1,215 -100.0% Q3 2025 Mar 04, 2026
Abundance Wealth Counselors History Closed out 0 0 0.07% -1,205 -100.0% Q3 2025 Oct 22, 2025
Powell Investment Advisors, LLC History Closed out 0 0 0.13% -1,197 -100.0% Q3 2025 Nov 13, 2025
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Closed out 0 0 0.03% -1,195 -100.0% Q3 2025 Nov 13, 2025
West Family Investments, Inc. History Closed out 0 0 12.66% -1,162 -100.0% Q3 2025 Feb 10, 2026
Presidio Capital Management, LLC History Closed out 0 0 0.13% -1,144 -100.0% Q3 2025 Nov 07, 2025
Arlington Capital Management, Inc. History Closed out 0 0 0.23% -1,135 -100.0% Q3 2025 Nov 14, 2025
PANORAMIC INVESTMENT ADVISORS, LLC History Closed out 0 0 0.21% -1,134 -100.0% Q3 2025 Oct 24, 2025
GR FINANCIAL GROUP, LLC History Closed out 0 0 0.08% -1,121 -100.0% Q3 2025 Nov 05, 2025
REGATTA CAPITAL GROUP, LLC History Closed out 0 0 0.06% -1,117 -100.0% Q3 2025 Oct 17, 2025
PARAGON CAPITAL MANAGEMENT INC History Closed out 0 0 0.27% -1,110 -100.0% Q3 2025 Oct 15, 2025
Tactive Advisors, LLC History Closed out 0 0 0.1% -1,106 -100.0% Q3 2025 Oct 14, 2025
Prasad Wealth Partners, LLC History Closed out 0 0 0.1% -1,101 -100.0% Q3 2025 Nov 05, 2025
Wise Wealth Partners History Closed out 0 0 0.54% -1,096 -100.0% Q3 2025 Oct 24, 2025
CALTON & ASSOCIATES, INC. History Closed out 0 0 0.05% -1,090 -100.0% Q3 2025 Nov 07, 2025
HBW ADVISORY SERVICES LLC History Closed out 0 0 0.04% -1,078 -100.0% Q3 2025 Oct 16, 2025
Crew Capital Management, Ltd History Closed out 0 0 0.23% -1,049 -100.0% Q3 2025 Oct 27, 2025
Revisor Wealth Management LLC History Closed out 0 0 0.12% -1,048 -100.0% Q3 2025 Oct 15, 2025
GK Wealth Management LLC History Closed out 0 0 0.25% -1,043 -100.0% Q3 2025 Nov 06, 2025
Plan Group Financial, LLC History Closed out 0 0 0.09% -1,029 -100.0% Q3 2025 Oct 27, 2025
Rehmann Capital Advisory Group History Closed out 0 0 0.02% -1,028 -100.0% Q3 2025 Nov 13, 2025
MASTERINVEST Kapitalanlage GmbH History Closed out 0 0 0.03% -1,028 -100.0% Q3 2025 Oct 24, 2025
Requisite Capital Management, LLC History Closed out 0 0 0.06% -1,020 -100.0% Q3 2025 Nov 12, 2025
RETIREMENT INCOME SOLUTIONS, INC History Closed out 0 0 0.06% -1,016 -100.0% Q3 2025 Oct 14, 2025
Black Diamond Financial, LLC History Closed out 0 0 0.04% -1,013 -100.0% Q3 2025 Nov 05, 2025
EWA, LLC History Closed out 0 0 0.09% -1,001 -100.0% Q3 2025 Oct 31, 2025
SANDERS MORRIS HARRIS LLC History Closed out 0 0 0.04% -1,000 -100.0% Q3 2025 Oct 07, 2025
Warberg Asset Management LLC History Closed out 0 0 0.05% -1,000 -100.0% Q3 2025 Nov 06, 2025
Shoker Investment Counsel, Inc. History Closed out 0 0 0.09% -1,000 -100.0% Q3 2025 Oct 31, 2025
Bramshill Investments, LLC History Closed out 0 0 0.02% -1,000 -100.0% Q3 2025 Nov 14, 2025
NKCFO LLC History Closed out 0 0 0.1% -1,000 -100.0% Q3 2025 Nov 10, 2025
Polymer Capital Management (HK) LTD History Closed out 0 0 0.04% -1,000 -100.0% Q3 2025 Nov 14, 2025
Palisades Hudson Asset Management, L.P. History Closed out 0 0 0.11% -979 -100.0% Q3 2025 Nov 06, 2025
Precision Wealth Strategies, LLC History Closed out 0 0 0.1% -978 -100.0% Q3 2025 Oct 16, 2025
FIDELIS CAPITAL PARTNERS, LLC History Closed out 0 0 0.02% -973 -100.0% Q3 2025 Nov 03, 2025
Insight Advisors, LLC/ PA History Closed out 0 0 0.05% -970 -100.0% Q3 2025 Nov 10, 2025
Bridgewealth Advisory Group, LLC History Closed out 0 0 0.07% -950 -100.0% Q3 2025 Oct 23, 2025
Optimize Financial Inc History Closed out 0 0 0.16% -944 -100.0% Q3 2025 Nov 05, 2025
Ashton Thomas Private Wealth, LLC History Closed out 0 0 0.01% -938 -100.0% Q3 2025 Nov 04, 2025
CLARK FINANCIAL SERVICES GROUP INC /BD History Closed out 0 0 0.16% -934 -100.0% Q3 2025 Oct 31, 2025
Joel Isaacson & Co., LLC History Closed out 0 0 0.01% -929 -100.0% Q3 2025 Oct 30, 2025
Allspring Global Investments Holdings, LLC History Closed out 0 0 0.0% -916 -100.0% Q3 2025 Oct 20, 2025
WORLD EQUITY GROUP, INC. History Closed out 0 0 0.07% -910 -100.0% Q3 2025 Oct 24, 2025
Oxinas Partners, LLC History Closed out 0 0 0.16% -909 -100.0% Q3 2025 Nov 06, 2025
Resonant Capital Advisors, LLC History Closed out 0 0 0.02% -908 -100.0% Q3 2025 Oct 29, 2025
Brooklyn Investment Group History Closed out 0 0 0.05% -903 -100.0% Q3 2025 Nov 14, 2025
Achmea Investment Management B.V. History Closed out 0 0 0.0% -901 -100.0% Q3 2025 Nov 21, 2025
TRUE Private Wealth Advisors History Closed out 0 0 0.03% -894 -100.0% Q3 2025 Nov 14, 2025
ANGELES WEALTH MANAGEMENT, LLC History Closed out 0 0 0.02% -893 -100.0% Q3 2025 Nov 12, 2025
VESTIA PERSONAL WEALTH ADVISORS History Closed out 0 0 0.17% -893 -100.0% Q3 2025 Oct 15, 2025
Destiny Wealth Partners, LLC History Closed out 0 0 0.04% -890 -100.0% Q3 2025 Oct 06, 2025
Triad Wealth Partners, LLC History Closed out 0 0 0.04% -881 -100.0% Q3 2025 Oct 30, 2025
Abel Hall, LLC History Closed out 0 0 0.11% -872 -100.0% Q3 2025 Nov 17, 2025
Nova R Wealth, Inc. History Closed out 0 0 0.12% -859 -100.0% Q3 2025 Oct 23, 2025
WealthPlan Investment Management, LLC History Closed out 0 0 0.02% -858 -100.0% Q3 2025 Oct 27, 2025
Cordatus Wealth Management LLC History Closed out 0 0 0.06% -850 -100.0% Q3 2025 Oct 22, 2025
Runnymede Capital Advisors, Inc. History Closed out 0 0 0.22% -849 -100.0% Q3 2025 Nov 05, 2025
Exit Wealth Advisors, LLC. History Closed out 0 0 0.18% -844 -100.0% Q3 2025 Nov 14, 2025
Oder Investment Management, LLC History Closed out 0 0 0.19% -837 -100.0% Q3 2025 Nov 10, 2025
Duncan Williams Asset Management, LLC History Closed out 0 0 0.08% -832 -100.0% Q3 2025 Nov 12, 2025
POWER WEALTH MANAGEMENT LLC History Closed out 0 0 0.1% -827 -100.0% Q3 2025 Nov 12, 2025
Alpha Family Trust History Closed out 0 0 0.12% -825 -100.0% Q3 2025 Nov 12, 2025
Family Manage LLC History Closed out 0 0 0.04% -820 -100.0% Q3 2025 Nov 13, 2025
Synergy Financial Group, LTD History Closed out 0 0 0.18% -820 -100.0% Q3 2025 Nov 17, 2025
FORTRESS PRIVATE LEDGER, LLC History Closed out 0 0 0.1% -816 -100.0% Q3 2025 Nov 12, 2025
Quotient Wealth Partners, LLC History Closed out 0 0 0.01% -815 -100.0% Q3 2025 Oct 10, 2025
ASSOCIATED BANC-CORP History Closed out 0 0 0.01% -805 -100.0% Q3 2025 Oct 24, 2025
Novak & Powell Financial Services, Inc. History Closed out 0 0 0.14% -804 -100.0% Q3 2025 Nov 14, 2025
YHB Investment Advisors, Inc. History Closed out 0 0 0.02% -803 -100.0% Q3 2025 Oct 08, 2025
Firestone Capital Management History Closed out 0 0 0.06% -800 -100.0% Q3 2025 Nov 05, 2025
LITTLEJOHN FINANCIAL SERVICES, INC. History Closed out 0 0 0.19% -800 -100.0% Q3 2025 Oct 28, 2025
Avidian Wealth Enterprises, LLC History Closed out 0 0 0.01% -795 -100.0% Q3 2025 Oct 30, 2025
FUKOKU MUTUAL LIFE INSURANCE CO History Closed out 0 0 0.02% -792 -100.0% Q3 2025 Nov 12, 2025
DIVERSIFY WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -786 -100.0% Q3 2025 Nov 12, 2025
Mirador Capital Partners LP History Closed out 0 0 0.04% -776 -100.0% Q3 2025 Oct 07, 2025
Bernardo Wealth Planning LLC History Closed out 0 0 0.05% -774 -100.0% Q3 2025 Oct 22, 2025
Invst, LLC History Closed out 0 0 0.03% -772 -100.0% Q3 2025 Feb 04, 2026
HBK Sorce Advisory LLC History Closed out 0 0 0.01% -768 -100.0% Q3 2025 Oct 16, 2025
FLORIDA FINANCIAL ADVISORS, LLC History Closed out 0 0 0.08% -766 -100.0% Q3 2025 Nov 07, 2025
DUDLEY CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.11% -760 -100.0% Q3 2025 Oct 29, 2025
Diversified Trust Co History Closed out 0 0 0.0% -755 -100.0% Q3 2025 Oct 20, 2025
OXFORD FINANCIAL GROUP, LTD. LLC History Closed out 0 0 0.01% -753 -100.0% Q3 2025 Nov 13, 2025
WJ Interests, LLC History Closed out 0 0 0.1% -750 -100.0% Q3 2025 Oct 20, 2025
PRIMORIS WEALTH ADVISORS, LLC History Closed out 0 0 0.15% -750 -100.0% Q3 2025 Oct 27, 2025
LEVEL FOUR ADVISORY SERVICES, LLC History Closed out 0 0 0.01% -749 -100.0% Q3 2025 Nov 12, 2025
Pure Financial Advisors, LLC History Closed out 0 0 0.0% -738 -100.0% Q3 2025 Oct 20, 2025
Falcon Wealth Planning History Closed out 0 0 0.02% -731 -100.0% Q3 2025 Oct 10, 2025
AlphaCore Capital LLC History Closed out 0 0 0.01% -729 -100.0% Q3 2025 Nov 12, 2025
Bell & Brown Wealth Advisors, LLC History Closed out 0 0 0.08% -729 -100.0% Q3 2025 Nov 07, 2025
Kure Advisory, LLC History Closed out 0 0 0.14% -717 -100.0% Q3 2025 Oct 08, 2025
Montz Harcus Wealth Management LLC History Closed out 0 0 0.1% -703 -100.0% Q3 2025 Oct 20, 2025
PENNINGTON PARTNERS & CO., LLC History Closed out 0 0 0.11% -700 -100.0% Q3 2025 Nov 14, 2025
Pinnacle Family Advisors, LLC History Closed out 0 0 0.1% -685 -100.0% Q3 2025 Nov 14, 2025
Beaumont Financial Advisors, LLC History Closed out 0 0 0.01% -681 -100.0% Q3 2025 Oct 23, 2025
Stonebridge Financial Group, LLC History Closed out 0 0 0.02% -677 -100.0% Q3 2025 Oct 20, 2025
Nicholson Meyer Capital Management, Inc. History Closed out 0 0 0.17% -676 -100.0% Q3 2025 Nov 06, 2025
Atlanta Consulting Group Advisors, LLC History Closed out 0 0 0.05% -675 -100.0% Q3 2025 Nov 05, 2025
Allen Capital Group, LLC History Closed out 0 0 0.02% -662 -100.0% Q3 2025 Oct 27, 2025
Sound View Wealth Advisors Group, LLC History Closed out 0 0 0.01% -661 -100.0% Q3 2025 Nov 10, 2025
LJI Wealth Management, LLC History Closed out 0 0 0.04% -661 -100.0% Q3 2025 Oct 29, 2025
Ascent Group, LLC History Closed out 0 0 0.01% -658 -100.0% Q3 2025 Oct 20, 2025
King Wealth Management Group History Closed out 0 0 0.03% -654 -100.0% Q3 2025 Nov 07, 2025
BSW Wealth Partners History Closed out 0 0 0.03% -652 -100.0% Q3 2025 Oct 15, 2025
Mustard Seed Financial, LLC History Closed out 0 0 0.14% -652 -100.0% Q3 2025 Oct 20, 2025
GAM Holding AG History Closed out 0 0 0.01% -650 -100.0% Q3 2025 Oct 21, 2025
Greenbush Financial Group, LLC History Closed out 0 0 0.08% -650 -100.0% Q3 2025 Oct 21, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.0% -649 -100.0% Q3 2025 Nov 17, 2025
FLOYD FINANCIAL GROUP LLC History Closed out 0 0 0.15% -647 -100.0% Q3 2025 Oct 29, 2025
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 0.01% -638 -100.0% Q3 2025 Oct 22, 2025
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -635 -100.0% Q3 2025 Nov 13, 2025
Rockingstone Advisors LLC History Closed out 0 0 0.1% -635 -100.0% Q3 2025 Oct 09, 2025
HOWLAND CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -630 -100.0% Q3 2025 Oct 29, 2025
Baker Avenue Asset Management, LP History Closed out 0 0 0.0% -626 -100.0% Q3 2025 Oct 31, 2025
Kercheville Advisors, LLC History Closed out 0 0 0.06% -625 -100.0% Q3 2025 Oct 22, 2025
EVERETT HARRIS & CO /CA/ History Closed out 0 0 0.0% -621 -100.0% Q3 2025 Nov 03, 2025
HOWARD FINANCIAL SERVICES, LTD. History Closed out 0 0 0.02% -621 -100.0% Q3 2025 Oct 23, 2025
Palogic Value Management, L.P. History Closed out 0 0 0.08% -600 -100.0% Q3 2025 Nov 14, 2025
WEBSTER BANK, N. A. History Closed out 0 0 0.01% -460 -100.0% Q3 2025 Oct 23, 2025
S.A. Mason LLC History Closed out 0 0 0.06% -392 -100.0% Q3 2025 Oct 14, 2025
Cedar Wealth Management, LLC History Closed out 0 0 0.03% -345 -100.0% Q3 2025 Nov 12, 2025
LAKE STREET PRIVATE WEALTH, LLC History Closed out 0 0 0.01% -288 -100.0% Q3 2025 Nov 10, 2025
Dunhill Financial, LLC History Closed out 0 0 0.02% -275 -100.0% Q3 2025 Nov 12, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 0.02% -201 -100.0% Q3 2025 Nov 13, 2025
Fairman Group, LLC History Closed out 0 0 0.05% -200 -100.0% Q3 2025 Oct 31, 2025
Grove Bank & Trust History Reduced 6 0 0.01% -184 -96.84% Q4 2025 Jan 08, 2026
Hopwood Financial Services, Inc. History Closed out 0 0 0.03% -160 -100.0% Q3 2025 Nov 06, 2025
Tripletail Wealth Management, LLC History Closed out 0 0 0.06% -150 -100.0% Q3 2025 Oct 20, 2025
Wealth Watch Advisors, INC History Closed out 0 0 0.02% -137 -100.0% Q3 2025 Nov 13, 2025
AllSquare Wealth Management LLC History Closed out 0 0 0.02% -116 -100.0% Q3 2025 Jan 12, 2026
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -105 -100.0% Q3 2025 Nov 03, 2025
ARMSTRONG ADVISORY GROUP, INC History Closed out 0 0 0.0% -95 -100.0% Q3 2025 Oct 08, 2025
Game Plan Financial Advisors, LLC History Closed out 0 0 0.01% -88 -100.0% Q3 2025 Oct 29, 2025
Magnetar Financial LLC History Closed out 0 0 0.0% -64 -100.0% Q3 2025 Nov 13, 2025
Berbice Capital Management LLC History Closed out 0 0 0.01% -60 -100.0% Q3 2025 Nov 12, 2025
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -58 -100.0% Q3 2025 Nov 17, 2025
Sachetta, LLC History Reduced 3 0 0.0% -39 -92.86% Q4 2025 Feb 02, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Closed out 0 0 0.0% -39 -100.0% Q3 2025 Oct 09, 2025
ALBION FINANCIAL GROUP /UT History Closed out 0 0 0.0% -37 -100.0% Q3 2025 Oct 20, 2025
Park Place Capital Corp History Closed out 0 0 0.0% -37 -100.0% Q3 2025 Oct 22, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.01% -35 -100.0% Q3 2025 Nov 03, 2025
Minot DeBlois Advisors LLC History Closed out 0 0 0.01% -25 -100.0% Q3 2025 Nov 13, 2025
Princeton Global Asset Management LLC History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Oct 09, 2025
Retirement Wealth Solutions LLC History Closed out 0 0 0.0% -21 -100.0% Q3 2025 Oct 08, 2025
Fourth Dimension Wealth, LLC History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Nov 04, 2025
MMA ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -18 -100.0% Q3 2025 Nov 05, 2025
Bayforest Capital Ltd History Closed out 0 0 0.0% -16 -100.0% Q3 2025 Oct 24, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -13 -100.0% Q3 2025 Oct 08, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 0.0% -12 -100.0% Q3 2025 Oct 16, 2025
Cranbrook Wealth Management, LLC History Closed out 0 0 0.0% -12 -100.0% Q3 2025 Oct 14, 2025
Financial Gravity Asset Management, Inc. History Closed out 0 0 0.0% -10 -100.0% Q3 2025 Nov 14, 2025
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 0.0% -10 -100.0% Q3 2025 Oct 15, 2025
Fortitude Family Office, LLC History Reduced 6 0 0.0% -9 -60.0% Q4 2025 Jan 15, 2026
MATHER GROUP, LLC. History Closed out 0 0 0.0% -9 -100.0% Q3 2025 Oct 21, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -9 -100.0% Q3 2025 Nov 13, 2025
True Wealth Design, LLC History Reduced 3 0 0.0% -8 -72.73% Q4 2025 Jan 08, 2026
Kohmann Bosshard Financial Services, LLC History New 6 0 +6 New Q4 2025 Jan 30, 2026
First Command Advisory Services, Inc. History New 6 0 +6 New Q4 2025 Feb 11, 2026
Stone House Investment Management, LLC History Closed out 0 0 0.0% -6 -100.0% Q3 2025 Oct 27, 2025
Evergreen Private Wealth LLC History Closed out 0 0 0.0% -6 -100.0% Q3 2025 Oct 24, 2025
Independence Bank of Kentucky History New 5 0 +5 New Q4 2025 Jan 20, 2026
ATWOOD & PALMER INC History Closed out 0 0 0.0% -5 -100.0% Q3 2025 Oct 15, 2025
Investment Research & Advisory Group, Inc. History Closed out 0 0 0.0% -5 -100.0% Q3 2025 Oct 22, 2025
Transamerica Financial Advisors, LLC History New 4 0 +4 New Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History Added to 6 0 +4 200.0% Q4 2025 Feb 06, 2026
Rialto Wealth Management, LLC History Reduced 3 0 0.0% -4 -57.14% Q4 2025 Jan 12, 2026
Cromwell Holdings LLC History Closed out 0 0 0.0% -4 -100.0% Q3 2025 Oct 24, 2025
Acumen Wealth Advisors, LLC History New 3 0 +3 New Q4 2025 Feb 13, 2026
Breakwater Investment Management History New 3 0 +3 New Q4 2025 Feb 02, 2026
Godfrey Financial Associates, Inc. History New 3 0 +3 New Q4 2025 Feb 10, 2026
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 07, 2025
JFS WEALTH ADVISORS, LLC History Reduced 2 0 0.0% -2 -50.0% Q4 2025 Jan 14, 2026
United Financial Planning Group LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
COUNTRY TRUST BANK History Closed out 0 0 -2 -100.0% Q3 2025 Oct 28, 2025
PROATHLETE WEALTH MANAGEMENT LLC History Closed out 0 0 -2 -100.0% Q3 2025 Oct 07, 2025
Davis Capital Management History Reduced 1 0 -1 -50.0% Q4 2025 Jan 28, 2026
Wealth Preservation Advisors, LLC History New 1 0 +1 New Q4 2025 Feb 23, 2026
ROSS\JOHNSON & Associates LLC History New 1 0 +1 New Q4 2025 Feb 12, 2026
AMERIFLEX GROUP, INC. History Reduced 1 0 -1 -50.0% Q4 2025 Feb 18, 2026
NorthAvenue LLC History New 1 0 +1 New Q4 2025 Apr 02, 2026
North Capital, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 09, 2025
BROWN, LISLE/CUMMINGS, INC. History No change 2 0 0 0.0% Q4 2025 Jan 23, 2026
DUNCKER STREETT & CO INC History No change 2 0 0 0.0% Q4 2025 Jan 27, 2026
DecisionPoint Financial, LLC History No change 3 0 0.0% 0 0.0% Q4 2025 Jan 29, 2026
Valued Wealth Advisors LLC History No change 2 0 0 0.0% Q4 2025 Jan 30, 2026
IMG Wealth Management, Inc. History No change 1 0 0 0.0% Q4 2025 Feb 05, 2026
Quest 10 Wealth Builders, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 29, 2026
Nova Wealth Management, Inc. History No change 3 0 0.0% 0 0.0% Q4 2025 Jan 14, 2026
KERR FINANCIAL PLANNING Corp History No change 1 0 0 0.0% Q4 2025 Feb 10, 2026