NetEase, Inc. - NTES

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 8,144,927 1,120,904 0.24% 0.28% 1 -406,190 -4.75% Q4 2025 Feb 13, 2026
Ninety One UK Ltd History Reduced 6,295,537 866,391 1.86% 2.07% 2 -613 -0.01% Q4 2025 Jan 27, 2026
Orbis Allan Gray Ltd History Reduced 3,389,449 466,455 1.95% 2.71% 3 -768,031 -18.47% Q4 2025 Feb 17, 2026
Greenwoods Asset Management Hong Kong Ltd. History No change 3,212,200 442,062 10.93% 10.99% 4 0 0.0% Q4 2025 Feb 06, 2026
HARDING LOEVNER LP History Reduced 2,476,401 340,840 3.0% 2.83% 5 -65,199 -2.57% Q4 2025 Feb 17, 2026
DODGE & COX History Reduced 2,154,376 296,485 0.16% 0.19% 6 -138,200 -6.03% Q4 2025 Feb 13, 2026
FMR LLC History Added to 1,867,943 257,066 0.01% 0.01% 7 +810,111 76.58% Q4 2025 Feb 17, 2026
Capital World Investors History Reduced 1,507,792 207,502 0.03% 0.03% 8 -45,175 -2.91% Q4 2025 Feb 11, 2026
Invesco Ltd. History Reduced 1,219,347 167,806 0.03% 0.03% 9 -131,800 -9.75% Q4 2025 Feb 19, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 1,218,256 167,656 0.1% 0.17% 10 -590,580 -32.65% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,217,124 167,500 0.05% 0.06% 11 -34,021 -2.72% Q4 2025 Jan 22, 2026
Fisher Asset Management, LLC History Reduced 1,112,284 153,072 0.05% 0.06% 12 -20,768 -1.83% Q4 2025 Feb 09, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,088,688 149,825 0.23% 0.22% 13 +5,600 0.52% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 927,633 127,660 0.06% 0.06% 14 +124,254 15.47% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 923,326 127,273 0.03% 0.03% 15 +81,703 9.71% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 894,440 123,093 0.01% 0.01% 16 +181,007 25.37% Q4 2025 Feb 13, 2026
Man Group plc History Reduced 874,835 120,394 0.2% 0.28% 17 -180,287 -17.09% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 861,735 118,592 0.0% 0.0% 18 -33,858 -3.78% Q4 2025 Feb 12, 2026
VAN ECK ASSOCIATES CORP History Reduced 634,513 87,322 0.07% 0.1% 19 -47,295 -6.94% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 630,002 86,700 0.01% 0.02% 20 -17,305 -2.67% Q4 2025 Jan 29, 2026
BANK OF AMERICA CORP /DE/ History Added to 626,999 86,287 0.01% 0.01% 21 +98,889 18.73% Q4 2025 Feb 17, 2026
Mawer Investment Management Ltd. History Added to 559,896 77,052 0.43% 0.36% 22 +108,446 24.02% Q4 2025 Feb 10, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 555,948 76,509 0.01% 0.02% 23 -15,028 -2.63% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 551,628 75,915 0.01% 0.01% 24 +38,295 7.46% Q4 2025 Feb 17, 2026
Ninety One North America, Inc. History Added to 500,241 68,843 2.79% 3.33% 25 +16,496 3.41% Q4 2025 Jan 27, 2026
Handelsbanken Fonder AB History Reduced 499,115 68,688 0.21% 0.24% 26 -3,000 -0.6% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 494,024 67,987 0.01% 0.01% 27 -138,943 -21.95% Q4 2025 Feb 17, 2026
Cederberg Capital Ltd History Reduced 473,175 65,118 21.14% 24.71% 28 -96,300 -16.91% Q4 2025 Feb 18, 2026
Temasek Holdings (Private) Ltd History Added to 469,728 64,643 0.2% 0.19% 29 +103,653 28.31% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 439,211 60,444 0.03% 0.03% 30 +27,752 6.74% Q4 2025 Feb 17, 2026
DAVIS SELECTED ADVISERS History Reduced 426,164 58,649 0.26% 0.47% 31 -168,576 -28.34% Q4 2025 Feb 02, 2026
Amundi History Reduced 362,167 49,841 0.01% 0.02% 32 -5,070 -1.38% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 354,287 48,757 0.08% 0.08% 33 -13,839 -3.76% Q4 2025 Feb 17, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 339,869 46,773 0.41% 0.48% 34 -9,470 -2.71% Q4 2025 Feb 11, 2026
TODD ASSET MANAGEMENT LLC History Reduced 336,485 46,307 0.9% 1.05% 35 -3,450 -1.01% Q4 2025 Feb 09, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History New 321,279 44,214 0.64% 36 +321,279 New Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 294,468 40,524 0.01% 0.01% 37 -10,032 -3.29% Q4 2025 Feb 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 269,408 37,100 0.03% 0.04% 38 -9,029 -3.24% Q4 2025 Jan 08, 2026
SIH Partners, LLLP History Added to 263,263 36,230 0.69% 1.08% 39 +12,943 5.17% Q4 2025 Feb 17, 2026
Capital International Investors History Added to 260,368 36,054 0.01% 0.01% 40 +3,275 1.27% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 258,790 35,614 0.0% 0.0% 41 +174,552 207.21% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 216,200 29,736 0.04% 0.03% 42 +99,487 85.24% Q4 2025 Mar 09, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 210,900 29,024 0.22% 0.24% 43 0 0.0% Q4 2025 Jan 29, 2026
Qube Research & Technologies Ltd History Added to 208,656 28,715 0.03% 0.02% 44 +103,371 98.18% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 194,745 28,435 0.01% 0.02% 45 +44,300 29.45% Q4 2025 Feb 10, 2026
Capital International, Inc./CA/ History Added to 193,997 26,697 0.21% 0.23% 46 +3,687 1.94% Q4 2025 Feb 11, 2026
Swedbank AB History Added to 192,100 26,436 0.03% 0.02% 47 +50,000 35.19% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 179,120 24,650 0.0% 0.0% 48 +12,203 7.31% Q4 2025 Mar 25, 2026
CITIGROUP INC History Reduced 162,675 22,387 0.01% 0.01% 49 -2,782 -1.68% Q4 2025 Feb 13, 2026
Aspex Management (HK) Ltd History No change 147,655 20,320 0.41% 0.48% 50 0 0.0% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 145,795 20,064 0.01% 0.01% 51 -75,320 -34.06% Q4 2025 Feb 10, 2026
Robeco Institutional Asset Management B.V. History Reduced 145,535 20,028 0.03% 0.04% 52 -24,667 -14.49% Q4 2025 Jan 23, 2026
MACKENZIE FINANCIAL CORP History Reduced 138,044 19,350 0.02% 0.03% 53 -50,738 -26.88% Q4 2025 Feb 18, 2026
ASSETMARK, INC History Added to 130,869 18,010 0.04% 0.02% 54 +82,312 169.52% Q4 2025 Jan 23, 2026
Crossmark Global Holdings, Inc. History Reduced 123,275 16,965 0.24% 0.28% 55 -9 -0.01% Q4 2025 Feb 03, 2026
Russell Investments Group, Ltd. History Reduced 122,904 16,914 0.02% 0.02% 56 -15,911 -11.46% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 120,903 16,638 0.02% 0.0% 57 +119,203 7011.94% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 115,674 15,919 0.01% 0.01% 58 +54,679 89.65% Q4 2025 Feb 17, 2026
Capital Wealth Planning, LLC History Added to 105,551 15,575 0.1% 0.08% 59 +28,800 37.52% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 112,498 15,481 0.02% 0.04% 60 -32,928 -22.64% Q4 2025 Feb 17, 2026
Perseverance Asset Management International History Reduced 110,000 15,138 2.22% 2.92% 61 -2,000 -1.79% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 105,480 14,516 0.05% 0.05% 62 0 0.0% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 98,055 13,494 0.0% 0.0% 63 -26,809 -21.47% Q4 2025 Feb 09, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 97,386 13,402 0.02% 0.03% 64 -42,358 -30.31% Q4 2025 Feb 12, 2026
MY.Alpha Management HK Advisors Ltd History New 87,871 12,092 6.49% 65 +87,871 New Q4 2025 Mar 09, 2026
Neuberger Berman Group LLC History Added to 80,248 11,061 0.01% 0.01% 66 +6,778 9.23% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Added to 79,207 10,900 0.01% 0.0% 67 +76,627 2970.04% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 77,502 10,666 0.02% 0.02% 68 -5,783 -6.94% Q4 2025 Feb 05, 2026
CITADEL ADVISORS LLC History Reduced 73,405 10,101 0.0% 0.0% 69 -12,395 -14.45% Q4 2025 Feb 17, 2026
CI INVESTMENTS INC. History Added to 72,356 9,957 0.04% 0.04% 70 +6,011 9.06% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 71,468 9,835 0.0% 0.0% 71 +37,610 111.08% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 71,004 9,771 0.0% 0.0% 72 -3,167 -4.27% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 70,880 9,754 0.0% 73 +70,880 New Q4 2025 Feb 17, 2026
Guinness Asset Management LTD History Added to 69,937 9,745 0.16% 0.17% 74 +120 0.17% Q4 2025 Feb 09, 2026
BNP Paribas Asset Management Holding S.A. History Added to 69,947 9,626 0.01% 0.0% 75 +66,488 1922.17% Q4 2025 Feb 13, 2026
AVIVA PLC History Reduced 68,828 9,472 0.02% 0.02% 76 -4,830 -6.56% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 67,211 9,249 0.02% 0.02% 77 +12,173 22.12% Q4 2025 Jan 30, 2026
Taikang Asset Management (Hong Kong) Co Ltd History Added to 62,000 8,532 0.84% 0.93% 78 +7,000 12.73% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 61,616 8,479 0.01% 0.01% 79 -1,428 -2.27% Q4 2025 Feb 06, 2026
AXIOM INVESTORS LLC /DE History New 60,162 8,279 0.07% 80 +60,162 New Q4 2025 Feb 11, 2026
Ninety One SA (PTY) Ltd History Added to 59,303 8,161 0.35% 0.4% 81 +790 1.35% Q4 2025 Jan 27, 2026
WELLS FARGO & COMPANY/MN History Added to 52,041 7,161 0.0% 0.0% 82 +8,200 18.7% Q4 2025 Feb 13, 2026
Strategic Global Advisors, LLC History Reduced 51,376 7,070 1.09% 1.22% 83 -1,800 -3.38% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 49,617 6,828 0.04% 0.04% 84 +7,105 16.71% Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History Reduced 49,552 6,819 0.01% 0.02% 85 -32,238 -39.42% Q4 2025 Feb 10, 2026
Mariner, LLC History Reduced 47,277 6,508 0.01% 0.01% 86 -244 -0.51% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 46,507 6,400 0.0% 0.01% 87 -25,836 -35.71% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Reduced 44,470 6,119 0.01% 0.02% 88 -35,092 -44.11% Q4 2025 Feb 13, 2026
Creative Planning History Added to 43,710 6,015 0.0% 0.0% 89 +3,914 9.84% Q4 2025 Feb 17, 2026
KBC Group NV History No change 42,308 5,823 0.01% 0.02% 90 0 0.0% Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Reduced 41,164 5,664 0.01% 0.01% 91 -18,680 -31.21% Q4 2025 Jan 30, 2026
Quadrature Capital Ltd History New 41,012 5,644 0.06% 92 +41,012 New Q4 2025 Feb 17, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 39,607 5,562 0.07% 0.08% 93 -930 -2.29% Q4 2025 Feb 03, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 40,000 5,504 0.08% 0.09% 94 +2,400 6.38% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 39,509 5,437 0.04% 0.06% 95 -10,735 -21.37% Q4 2025 Jan 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 38,857 5,347 0.0% 0.01% 96 -131,900 -77.24% Q4 2025 Feb 17, 2026
Ativo Capital Management LLC History Reduced 37,086 5,103 4.47% 5.3% 97 -4,250 -10.28% Q4 2025 Feb 02, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 36,535 5,027 0.0% 98 +36,535 New Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 34,956 4,810 0.0% 0.0% 99 -28,115 -44.58% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 34,483 4,745 0.01% 0.02% 100 -4,424 -11.37% Q4 2025 Jan 26, 2026
TRUIST FINANCIAL CORP History Added to 33,539 4,615 0.01% 0.01% 101 +2,452 7.89% Q4 2025 Feb 02, 2026
Veritas Asset Management LLP History Reduced 32,957 4,535 0.05% 0.07% 102 -10,506 -24.17% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 30,709 4,226 0.02% 0.02% 103 +10,064 48.75% Q4 2025 Feb 17, 2026
OPTIMAS CAPITAL Ltd History Reduced 30,477 4,194 4.65% 5.97% 104 -31,623 -50.92% Q4 2025 Feb 11, 2026
Polymer Capital Management (HK) LTD History Added to 30,007 4,129 0.59% 0.45% 105 +8,507 39.57% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Added to 29,366 4,041 0.05% 0.01% 106 +22,305 315.89% Q4 2025 Feb 17, 2026
RENAISSANCE GROUP LLC History Reduced 27,577 3,795 0.15% 0.23% 107 -13,063 -32.14% Q4 2025 Feb 11, 2026
JUPITER ASSET MANAGEMENT LTD History Reduced 27,539 3,789 0.03% 0.04% 108 -590 -2.1% Q4 2025 Feb 10, 2026
Ilmarinen Mutual Pension Insurance Co History No change 27,452 3,778 0.03% 0.03% 109 0 0.0% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 27,328 3,760 0.01% 0.01% 110 +9,071 49.69% Q4 2025 Feb 17, 2026
True Light Capital Pte. Ltd. History New 27,202 3,743 1.69% 111 +27,202 New Q4 2025 Feb 06, 2026
Aberdeen Group plc History Added to 26,682 3,671 0.01% 0.0% 112 +6,317 31.02% Q4 2025 Jan 16, 2026
Limestone Investment Advisors LP History No change 26,467 3,642 0.35% 0.32% 113 0 0.0% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 26,282 3,617 0.0% 0.0% 114 +5,370 25.68% Q4 2025 Feb 13, 2026
China Universal Asset Management Co., Ltd. History No change 26,100 3,591 0.28% 0.33% 115 0 0.0% Q4 2025 Jan 29, 2026
Institute for Wealth Management, LLC. History New 25,370 3,491 0.37% 116 +25,370 New Q4 2025 Jan 27, 2026
PROFUND ADVISORS LLC History Reduced 24,255 3,337 0.1% 0.14% 117 -3,728 -13.32% Q4 2025 Feb 06, 2026
Verition Fund Management LLC History Reduced 24,074 3,313 0.01% 0.03% 118 -25,045 -50.99% Q4 2025 Feb 13, 2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC History Added to 23,901 3,289 1.0% 0.84% 119 +226 0.95% Q4 2025 Jan 29, 2026
CREDIT AGRICOLE S A History Reduced 23,270 3,202 0.01% 0.01% 120 -4,520 -16.26% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 22,490 3,095 0.0% 0.0% 121 +4,376 24.16% Q4 2025 Feb 18, 2026
NewEdge Wealth, LLC History Added to 22,434 3,087 0.03% 0.04% 122 +1,085 5.08% Q4 2025 Feb 03, 2026
Integrated Quantitative Investments LLC History Added to 21,618 2,975 0.64% 0.77% 123 +3,817 21.44% Q4 2025 Feb 12, 2026
LPL Financial LLC History Reduced 21,605 2,973 0.0% 0.0% 124 -22,207 -50.69% Q4 2025 Feb 11, 2026
LMR Partners LLP History Added to 21,080 2,901 0.01% 0.0% 125 +15,707 292.33% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Added to 21,075 2,900 0.01% 0.01% 126 +112 0.53% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Reduced 20,546 2,827 0.01% 0.01% 127 -219 -1.05% Q4 2025 Feb 12, 2026
OLD MISSION CAPITAL LLC History New 19,993 2,751 0.06% 128 +19,993 New Q4 2025 Feb 17, 2026
SVB WEALTH LLC History Reduced 19,927 2,742 0.16% 0.22% 129 -6,787 -25.41% Q4 2025 Feb 04, 2026
Vident Advisory, LLC History Added to 19,411 2,671 0.02% 0.01% 130 +10,470 117.1% Q4 2025 Feb 18, 2026
HSBC HOLDINGS PLC History Added to 19,392 2,668 0.0% 0.0% 131 +8 0.04% Q4 2025 Mar 20, 2026
Cerity Partners LLC History Reduced 19,314 2,657 0.0% 0.0% 132 -905 -4.48% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 18,303 2,518 0.01% 0.02% 133 -8,581 -31.92% Q4 2025 Jan 29, 2026
Focus Partners Wealth History Added to 17,646 2,428 0.0% 0.0% 134 +15,819 865.85% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 17,589 2,420 0.03% 0.03% 135 +783 4.66% Q4 2025 Feb 02, 2026
BANK OF MONTREAL /CAN/ History Reduced 17,010 2,340 0.0% 0.04% 136 -645,547 -97.43% Q4 2025 Feb 12, 2026
ABN AMRO INVESTMENT SOLUTIONS History Reduced 16,878 2,322 0.03% 0.06% 137 -2,400 -12.45% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Added to 16,844 2,318 0.01% 0.01% 138 +2,100 14.24% Q4 2025 Feb 02, 2026
NORGES BANK History New 16,712 2,299 0.0% 139 +16,712 New Q4 2025 Feb 10, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 16,665 2,293 0.0% 0.01% 140 -5,102 -23.44% Q4 2025 Feb 10, 2026
XY Capital Ltd History New 16,495 2,270 1.43% 141 +16,495 New Q4 2025 Feb 12, 2026
Brooklyn Investment Group History Added to 16,256 2,265 0.1% 0.11% 142 +10,257 170.98% Q4 2025 Feb 12, 2026
GUARDCAP ASSET MANAGEMENT Ltd History Reduced 16,415 2,259 0.06% 0.07% 143 -3,295 -16.72% Q4 2025 Feb 10, 2026
Aurora Investment Counsel History Reduced 16,406 2,257 1.19% 1.53% 144 -2,787 -14.52% Q4 2025 Feb 13, 2026
Advisors Asset Management, Inc. History Added to 16,285 2,241 0.04% 0.04% 145 +780 5.03% Q4 2025 Feb 12, 2026
Guinness Atkinson Asset Management Inc History Added to 15,860 2,209 1.04% 1.03% 146 +1,566 10.96% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Reduced 15,530 2,137 0.0% 0.04% 147 -87,815 -84.97% Q4 2025 Feb 11, 2026
Headlands Technologies LLC History New 15,296 2,105 0.18% 148 +15,296 New Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History No change 15,263 2,100 0.0% 0.0% 149 0 0.0% Q4 2025 Feb 13, 2026
LGT Fund Management Co Ltd. History New 14,900 2,092 0.17% 150 +14,900 New Q4 2025 Feb 05, 2026
Qtron Investments LLC History Reduced 15,105 2,078 0.27% 0.33% 151 -2,332 -13.37% Q4 2025 Feb 12, 2026
FLOSSBACH VON STORCH SE History Reduced 15,000 2,064 0.01% 0.01% 152 -2,500 -14.29% Q4 2025 Jan 30, 2026
Laird Norton Wetherby Trust Company, LLC History New 14,565 2,004 0.04% 153 +14,565 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 14,527 1,999 0.0% 0.0% 154 -6,117 -29.63% Q4 2025 Feb 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 14,171 1,950 0.08% 0.09% 155 0 0.0% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Added to 14,041 1,932 0.06% 0.06% 156 +1,933 15.96% Q4 2025 Feb 19, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 13,655 1,879 0.01% 0.01% 157 -126 -0.91% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 13,112 1,804 0.0% 0.0% 158 +5,511 72.5% Q4 2025 Feb 17, 2026
Range Financial Group LLC History New 12,781 1,758 0.61% 159 +12,781 New Q4 2025 Jan 15, 2026
FengHe Fund Management Pte. Ltd. History New 12,400 1,706 0.1% 160 +12,400 New Q4 2025 Jan 30, 2026
Pictet Asset Management Holding SA History Reduced 12,200 1,678 0.0% 0.0% 161 -100 -0.81% Q4 2025 Jan 29, 2026
Capital International Sarl History Reduced 12,031 1,655 0.03% 0.03% 162 -118 -0.97% Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 11,539 1,587 0.01% 0.01% 163 +1,551 15.53% Q4 2025 Jan 12, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Reduced 11,525 1,586 0.11% 0.19% 164 -4,900 -29.83% Q4 2025 Jan 14, 2026
Callan Family Office, LLC History Added to 11,446 1,575 0.03% 0.03% 165 +4,637 68.1% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 11,433 1,573 0.0% 0.0% 166 -10,956 -48.93% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Reduced 11,222 1,544 0.01% 0.02% 167 -5,259 -31.91% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 11,091 1,526 0.02% 0.02% 168 +2,401 27.63% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 10,924 1,503 0.0% 0.0% 169 +371 3.52% Q4 2025 Feb 06, 2026
GAM Holding AG History Added to 10,903 1,500 0.1% 0.08% 170 +2,861 35.58% Q4 2025 Feb 17, 2026
Myriad Asset Management Advisors LLC History New 10,696 1,471 0.45% 171 +10,696 New Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Reduced 10,510 1,446 0.0% 0.0% 172 -17,833 -62.92% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History Reduced 10,428 1,435 0.0% 0.0% 173 -3,085 -22.83% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 10,339 1,422 0.0% 0.0% 174 -3 -0.03% Q4 2025 Feb 11, 2026
Prospera Financial Services Inc History New 10,195 1,402 0.02% 175 +10,195 New Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Reduced 10,167 1,399 0.01% 0.01% 176 -555 -5.18% Q4 2025 Feb 18, 2026
TWO SIGMA ADVISERS, LP History Added to 10,100 1,389 0.0% 0.0% 177 +7,100 236.67% Q4 2025 Feb 17, 2026
Brookmont Capital Management History New 10,072 1,386 0.8% 178 +10,072 New Q4 2025 Feb 10, 2026
Vanguard Personalized Indexing Management, LLC History Added to 9,894 1,361 0.01% 0.01% 179 +754 8.25% Q4 2025 Feb 13, 2026
Advyzon Investment Management, LLC History Added to 9,618 1,323 0.15% 0.22% 180 +1,221 14.54% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 9,582 1,318 0.01% 0.01% 181 -224 -2.28% Q4 2025 Feb 12, 2026
GUERRA PAN ADVISORS, LLC History No change 9,555 1,314 0.78% 0.88% 182 0 0.0% Q4 2025 Jan 13, 2026
Ausdal Financial Partners, Inc. History Reduced 9,522 1,310 0.06% 0.08% 183 -1,762 -15.62% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 9,473 1,303 0.02% 0.02% 184 +2,479 35.44% Q4 2025 Jan 23, 2026
GTS SECURITIES LLC History Added to 9,392 1,292 0.04% 0.03% 185 +3,512 59.73% Q4 2025 Feb 13, 2026
Inspire Investing, LLC History New 9,327 1,283 0.12% 186 +9,327 New Q4 2025 Feb 17, 2026
Advisory Resource Group History Added to 9,274 1,276 0.22% 0.23% 187 +891 10.63% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 8,819 1,213 0.09% 0.11% 188 -30 -0.34% Q4 2025 Jan 07, 2026
Hardy Reed LLC History Reduced 8,482 1,167 0.08% 0.1% 189 -56 -0.66% Q4 2025 Feb 06, 2026
Cadence Bank History No change 8,255 1,136 0.07% 0.08% 190 0 0.0% Q4 2025 Jan 30, 2026
Atria Investments, Inc History Added to 8,134 1,119 0.01% 0.01% 191 +2,490 44.12% Q4 2025 Feb 05, 2026
DRW Securities, LLC History New 8,078 1,111 0.03% 192 +8,078 New Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 7,519 1,098 0.0% 0.0% 193 +760 11.24% Q4 2025 Jan 08, 2026
Penserra Capital Management LLC History Reduced 7,955 1,094 0.01% 0.01% 194 -271 -3.29% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History Added to 7,507 1,033 0.02% 0.04% 195 +310 4.31% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 7,372 1,014 0.0% 0.0% 196 +4,721 178.08% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 7,338 1,009 0.0% 0.0% 197 +943 14.75% Q4 2025 Jan 30, 2026
CastleKnight Management LP History No change 7,200 990 0.02% 0.02% 198 0 0.0% Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History New 7,126 980 0.15% 199 +7,126 New Q4 2025 Feb 11, 2026
DekaBank Deutsche Girozentrale History No change 9,200 974 0.0% 0.0% 200 0 0.0% Q4 2025 Jan 28, 2026
ExodusPoint Capital Management, LP History New 7,069 972 0.01% 201 +7,069 New Q4 2025 Feb 17, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 7,037 968 0.0% 0.0% 202 +4,426 169.51% Q4 2025 Feb 09, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 6,992 962 0.0% 0.0% 203 +790 12.74% Q4 2025 Jan 23, 2026
AIA Group Ltd History New 6,984 961 0.01% 205 +6,984 New Q4 2025 Feb 09, 2026
SG Americas Securities, LLC History Added to 6,982 961 0.0% 0.0% 204 +6,237 837.18% Q4 2025 Jan 09, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 6,900 949 0.0% 206 +6,900 New Q4 2025 Feb 05, 2026
Ovata Capital Management Ltd History Reduced 6,800 937 0.11% 0.77% 207 -18,500 -73.12% Q4 2025 Mar 03, 2026
DV EQUITIES, LLC History New 6,785 933 0.17% 208 +6,785 New Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 6,723 925 0.01% 0.01% 209 +485 7.77% Q4 2025 Feb 02, 2026
RHUMBLINE ADVISERS History Reduced 6,659 916 0.0% 0.0% 210 -62 -0.92% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Reduced 6,528 898 0.03% 0.08% 211 -1,757 -21.21% Q4 2025 Feb 04, 2026
FNY Investment Advisers, LLC History New 6,500 894 0.25% 212 +6,500 New Q4 2025 Jan 16, 2026
Banco Santander, S.A. History New 6,484 892 0.01% 214 +6,484 New Q4 2025 Feb 13, 2026
&PARTNERS History Reduced 6,486 892 0.0% 0.01% 213 -2,509 -27.89% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 6,468 890 0.0% 0.0% 215 -127 -1.93% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 6,449 887 0.0% 0.0% 216 -4,078 -38.74% Q4 2025 Feb 11, 2026
Frank, Rimerman Advisors LLC History Added to 6,441 886 0.06% 0.06% 217 +12 0.19% Q4 2025 Jan 15, 2026
Sequoia Financial Advisors, LLC History Added to 6,170 849 0.0% 0.01% 218 +19 0.31% Q4 2025 Feb 03, 2026
Intesa Sanpaolo S.p.A. History New 5,976 842 0.05% 219 +5,976 New Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 5,677 837 0.0% 0.0% 220 0 0.0% Q4 2025 Feb 03, 2026
Walleye Capital LLC History New 5,901 812 0.0% 221 +5,901 New Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 5,833 802 0.0% 0.0% 222 -130 -2.18% Q4 2025 Feb 10, 2026
May Hill Capital, LLC History Added to 5,746 790 0.1% 0.12% 223 +3,041 112.42% Q4 2025 Feb 05, 2026
ALPS ADVISORS INC History Reduced 5,725 787 0.0% 0.0% 224 -141 -2.4% Q4 2025 Feb 12, 2026
Daiwa Securities Group Inc. History Added to 5,700 784 0.0% 0.0% 225 +1,300 29.55% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Reduced 5,687 782 0.0% 0.0% 226 -1,212 -17.57% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 5,464 751 0.0% 0.0% 227 +364 7.14% Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 5,282 741 0.01% 0.01% 228 -1,242 -19.04% Q4 2025 Jan 23, 2026
Heron Bay Capital Management History Reduced 5,302 729 0.14% 0.15% 229 -30 -0.56% Q4 2025 Feb 13, 2026
InTrack Investment Management Inc History Added to 5,157 709 0.4% 0.4% 230 +694 15.55% Q4 2025 Jan 14, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 5,134 706 0.01% 0.02% 231 -2,357 -31.46% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 5,122 704 0.0% 0.0% 232 +2,663 108.3% Q4 2025 Feb 18, 2026
Pathstone Holdings, LLC History New 5,019 690 0.0% 233 +5,019 New Q4 2025 Feb 13, 2026
Fischer Financial Services, Inc. History No change 5,000 688 0.18% 0.2% 234 0 0.0% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,961 682 0.0% 0.0% 235 +327 7.06% Q4 2025 Feb 12, 2026
COOKSON PEIRCE & CO INC History Added to 4,961 682 0.03% 0.03% 236 +106 2.18% Q4 2025 Feb 11, 2026
Tuttle Capital Management, LLC History New 4,951 681 1.51% 237 +4,951 New Q4 2025 Jan 08, 2026
Lester Murray Antman dba SimplyRich History Added to 4,928 678 0.18% 0.2% 238 +2 0.04% Q4 2025 Jan 23, 2026
Ballentine Partners, LLC History Added to 4,837 665 0.01% 0.01% 239 +420 9.51% Q4 2025 Feb 03, 2026
Leonteq Securities AG History Added to 4,790 659 0.02% 0.01% 240 +2,146 81.16% Q4 2025 Feb 06, 2026
Curi Capital, LLC History Reduced 4,757 654 0.01% 0.02% 241 -989 -17.21% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Reduced 4,720 649 0.0% 0.0% 242 -3,248 -40.76% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 4,710 648 0.0% 0.0% 243 +136 2.97% Q4 2025 Feb 05, 2026
Caprock Group, LLC History Added to 4,700 646 0.01% 0.01% 244 +701 17.53% Q4 2025 Jan 28, 2026
Banque Cantonale Vaudoise History Added to 4,621 636 0.02% 0.03% 245 +202 4.57% Q4 2025 Feb 06, 2026
KEYSTONE INVESTORS PTE LTD History New 4,546 625 0.06% 246 +4,546 New Q4 2025 Feb 13, 2026
IAMS WEALTH MANAGEMENT, LLC History New 4,499 619 0.22% 247 +4,499 New Q4 2025 Jan 26, 2026
PRUDENTIAL FINANCIAL INC History Reduced 4,400 605 0.0% 0.0% 248 -300 -6.38% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History New 4,325 595 0.0% 249 +4,325 New Q4 2025 Feb 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History New 4,299 591 0.02% 250 +4,299 New Q4 2025 Feb 13, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 4,296 591 0.49% 0.59% 251 0 0.0% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Added to 4,294 590 0.01% 0.01% 252 +139 3.35% Q4 2025 Jan 20, 2026
NINE MASTS CAPITAL Ltd History New 4,235 583 0.1% 253 +4,235 New Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 4,214 579 0.01% 0.01% 254 +171 4.23% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Reduced 4,088 563 0.0% 0.01% 255 -30,328 -88.12% Q4 2025 Feb 17, 2026
Main Street Research LLC History Reduced 4,000 550 0.03% 0.03% 256 -85 -2.08% Q4 2025 Feb 09, 2026
Fideuram Asset Management (Ireland) dac History New 5,367 543 0.04% 257 +5,367 New Q4 2025 Feb 10, 2026
Fairtree Asset Management (Pty) Ltd History New 3,937 541 0.25% 258 +3,937 New Q4 2025 Feb 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 3,927 540 0.04% 0.07% 259 -2,215 -36.06% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 3,800 522 0.0% 0.06% 260 -256,200 -98.54% Q4 2025 Mar 12, 2026
Savant Capital, LLC History Reduced 3,721 512 0.0% 0.0% 261 -1 -0.03% Q4 2025 Feb 10, 2026
TCTC Holdings, LLC History New 3,634 500 0.01% 262 +3,634 New Q4 2025 Feb 12, 2026
SG Trading Solutions, LLC History New 3,567 491 0.11% 264 +3,567 New Q4 2025 Feb 24, 2026
Summit Global Investments History Added to 3,571 491 0.03% 0.03% 263 +304 9.31% Q4 2025 Feb 18, 2026
Legacy Wealth Asset Management, LLC History New 3,496 481 0.12% 266 +3,496 New Q4 2025 Jan 12, 2026
One Wealth Advisors, LLC History Added to 3,497 481 0.06% 0.06% 265 +574 19.64% Q4 2025 Feb 02, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 3,497 479 0.01% 0.01% 267 0 0.0% Q4 2025 Jan 21, 2026
REGIONS FINANCIAL CORP History Added to 3,378 464 0.0% 0.0% 268 +11 0.33% Q4 2025 Jan 27, 2026
Blue Trust, Inc. History Reduced 3,341 459 0.01% 0.01% 269 -233 -6.52% Q4 2025 Jan 16, 2026
TrueMark Investments, LLC History New 3,246 446 0.09% 270 +3,246 New Q4 2025 Jan 14, 2026
Trust Point Inc. History Reduced 3,214 442 0.03% 0.04% 271 -170 -5.02% Q4 2025 Jan 13, 2026
Tower Research Capital LLC (TRC) History Added to 3,184 438 0.01% 0.01% 272 +1,903 148.56% Q4 2025 Feb 17, 2026
Stirlingshire Investments, Inc. History New 3,122 429 0.38% 273 +3,122 New Q4 2025 Feb 11, 2026
West Family Investments, Inc. History No change 3,114 428 0.1% 16.01% 274 0 0.0% Q4 2025 Feb 11, 2026
MAI Capital Management History No change 3,079 423 0.0% 0.0% 275 0 0.0% Q4 2025 Feb 13, 2026
WILLNER & HELLER, LLC History No change 2,983 410 0.29% 0.35% 276 0 0.0% Q4 2025 Jan 12, 2026
Abacus Wealth Partners, LLC History New 2,927 402 0.04% 277 +2,927 New Q4 2025 Feb 05, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 2,787 384 0.0% 0.0% 278 +158 6.01% Q4 2025 Feb 17, 2026
SUMMITRY LLC History Added to 2,772 381 0.02% 0.01% 279 +800 40.57% Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History Reduced 2,759 380 0.0% 0.01% 280 -6,266 -69.43% Q4 2025 Jan 05, 2026
Expressive Wealth LLC History New 2,764 380 0.41% 281 +2,764 New Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History Added to 2,740 377 0.0% 0.01% 282 +190 7.45% Q4 2025 Jan 29, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 2,700 371 0.0% 0.01% 283 -12,700 -82.47% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 2,582 355 0.01% 0.01% 284 +613 31.13% Q4 2025 Jan 28, 2026
Rehmann Capital Advisory Group History Added to 2,538 352 0.02% 0.02% 285 +499 24.47% Q4 2025 Mar 04, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,562 352 0.01% 0.01% 286 -102 -3.83% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 2,552 351 0.0% 0.0% 287 +867 51.45% Q4 2025 Feb 17, 2026
Outlook Wealth Advisors, LLC History Added to 2,534 348 0.08% 0.1% 288 +12 0.48% Q4 2025 Feb 11, 2026
Checchi Capital Advisers, LLC History Reduced 2,526 347 0.02% 0.02% 289 -16 -0.63% Q4 2025 Jan 27, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,514 345 0.01% 0.01% 290 0 0.0% Q4 2025 Feb 05, 2026
Larry Mathis Financial Planning, LLC History New 2,474 340 0.3% 292 +2,474 New Q4 2025 Mar 11, 2026
Allspring Global Investments Holdings, LLC History Added to 2,310 340 0.0% 0.0% 291 +764 49.42% Q4 2025 Jan 15, 2026
Bridgewater Advisors Inc. History Reduced 2,571 338 0.02% 0.02% 293 -2 -0.08% Q4 2025 Jan 23, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 2,420 333 0.0% 0.0% 294 +228 10.4% Q4 2025 Feb 17, 2026
Destination Wealth Management History Reduced 2,397 329 0.01% 0.01% 295 -191 -7.38% Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History Added to 2,357 324 0.02% 0.02% 296 +663 39.14% Q4 2025 Jan 21, 2026
HB Wealth Management, LLC History Added to 2,349 323 0.0% 0.0% 297 +408 21.02% Q4 2025 Jan 28, 2026
AdvisorShares Investments LLC History Reduced 2,347 322 0.05% 0.06% 298 -53 -2.21% Q4 2025 Feb 10, 2026
PCM Encore, LLC History New 2,316 318 0.07% 300 +2,316 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 2,314 318 0.01% 0.01% 299 +62 2.75% Q4 2025 Feb 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 2,209 304 0.0% 0.0% 301 +182 8.98% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 2,177 300 0.0% 0.0% 302 +179 8.96% Q4 2025 Feb 18, 2026
Rockefeller Capital Management L.P. History Added to 2,175 299 0.0% 0.0% 303 +192 9.68% Q4 2025 Mar 16, 2026
Union Bancaire Privee, UBP SA History Added to 2,410 294 0.0% 0.0% 304 +2,095 665.08% Q4 2025 Jan 05, 2026
Kingdom Financial Group LLC. History New 2,120 291 0.09% 305 +2,120 New Q4 2025 Feb 06, 2026
Arta Finance Wealth Management LLC History New 2,113 290 0.15% 306 +2,113 New Q4 2025 Jan 20, 2026
SYON CAPITAL LLC History Added to 2,091 287 0.01% 0.01% 308 +692 49.46% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Reduced 2,088 287 0.0% 0.0% 307 -47 -2.2% Q4 2025 Feb 13, 2026
Burford Brothers, Inc. History No change 2,058 283 0.12% 0.13% 309 0 0.0% Q4 2025 Feb 05, 2026
PDS Planning, Inc History Added to 2,055 282 0.02% 0.02% 310 +45 2.24% Q4 2025 Jan 26, 2026
Ethic Inc. History Added to 2,035 280 0.0% 0.0% 311 +631 44.94% Q4 2025 Feb 03, 2026
MASECO LLP History Added to 2,017 277 0.01% 0.01% 312 +8 0.4% Q4 2025 Jan 22, 2026
GREENLEAF TRUST History Added to 2,000 275 0.0% 0.0% 314 +59 3.04% Q4 2025 Jan 21, 2026
MOSELEY INVESTMENT MANAGEMENT INC History No change 2,000 275 0.08% 0.09% 313 0 0.0% Q4 2025 Jan 20, 2026
NKCFO LLC History No change 2,000 275 0.08% 0.09% 315 0 0.0% Q4 2025 Feb 02, 2026
Pine Haven Investment Counsel, Inc History No change 2,000 275 0.2% 0.22% 316 0 0.0% Q4 2025 Jan 08, 2026
Royal Capital Wealth Management, LLC History No change 2,000 275 0.16% 0.19% 317 0 0.0% Q4 2025 Feb 18, 2026
B. Metzler seel. Sohn & Co. AG History New 1,980 272 0.0% 318 +1,980 New Q4 2025 Jan 28, 2026
Sunbelt Securities, Inc. History New 1,967 270 0.02% 320 +1,967 New Q4 2025 Feb 20, 2026
Hanson & Doremus Investment Management History No change 1,963 270 0.03% 0.04% 319 0 0.0% Q4 2025 Jan 20, 2026
Arkadios Wealth Advisors History Added to 1,859 255 0.0% 0.01% 322 +103 5.87% Q4 2025 Feb 13, 2026
NATIXIS History No change 1,860 255 0.0% 0.0% 321 0 0.0% Q4 2025 Feb 13, 2026
Marex Group plc History New 1,826 251 0.0% 323 +1,826 New Q4 2025 Feb 12, 2026
Financial Perspectives, Inc History No change 1,821 250 0.07% 0.08% 324 0 0.0% Q4 2025 Jan 28, 2026
Marks Group Wealth Management, Inc History Reduced 1,798 247 0.02% 0.03% 325 -59 -3.18% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 1,777 244 0.0% 0.0% 326 +811 83.95% Q4 2025 Jan 23, 2026
Bear Mountain Capital, Inc. History Reduced 1,778 241 0.08% 0.09% 327 -23 -1.28% Q4 2025 Jan 22, 2026
Polar Capital Holdings Plc History New 1,750 240 0.0% 328 +1,750 New Q4 2025 Feb 17, 2026
Choate Investment Advisors History No change 1,718 236 0.0% 0.01% 329 0 0.0% Q4 2025 Feb 09, 2026
Venturi Wealth Management, LLC History New 1,689 232 0.01% 330 +1,689 New Q4 2025 Jan 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,660 228 0.0% 0.0% 331 +281 20.38% Q4 2025 Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 1,660 228 0.01% 0.01% 332 -1 -0.06% Q4 2025 Jan 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,650 227 0.0% 0.0% 333 0 0.0% Q4 2025 Feb 10, 2026
Myriad Asset Management US LP History Reduced 1,616 222 0.37% 0.69% 334 -6,749 -80.68% Q4 2025 Jan 20, 2026
Frec Markets, Inc. History New 1,603 220 0.06% 335 +1,603 New Q4 2025 Feb 17, 2026
Empowered Funds, LLC History New 1,586 218 0.0% 336 +1,586 New Q4 2025 Feb 18, 2026
AdvisorNet Financial, Inc History Added to 1,581 217 0.01% 0.01% 337 +80 5.33% Q4 2025 Jan 20, 2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. History New 1,575 216 0.34% 338 +1,575 New Q4 2025 Feb 10, 2026
Rosenberg Matthew Hamilton History No change 1,572 216 0.04% 0.05% 339 0 0.0% Q4 2025 Jan 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 1,555 214 0.0% 0.0% 340 +19 1.24% Q4 2025 Jan 07, 2026
Advisors Capital Management, LLC History Added to 1,552 213 0.0% 0.0% 341 +11 0.71% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History Reduced 1,522 209 0.0% 0.0% 342 -44 -2.81% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,518 208 0.0% 0.01% 343 -949 -38.47% Q4 2025 Feb 05, 2026
MONECO ADVISORS, LLC History New 1,497 206 0.02% 345 +1,497 New Q4 2025 Feb 04, 2026
CAPITAL ADVISORS INC/OK History No change 1,500 206 0.0% 0.0% 344 0 0.0% Q4 2025 Jan 15, 2026
CIBC WORLD MARKET INC. History New 1,460 200 0.0% 346 +1,460 New Q4 2025 Feb 10, 2026
BTG Pactual Asset Management US LLC History New 1,457 200 0.02% 347 +1,457 New Q4 2025 Feb 17, 2026
Greykasell Wealth Strategies, Inc. History No change 1,396 192 0.08% 0.09% 348 0 0.0% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Reduced 1,368 188 0.0% 0.01% 349 -625 -31.36% Q4 2025 Feb 06, 2026
Havemeyer Place LP History New 1,346 185 0.04% 350 +1,346 New Q4 2025 Feb 11, 2026
Pacer Advisors, Inc. History Reduced 1,320 181 0.0% 0.0% 351 -104 -7.3% Q4 2025 Feb 24, 2026
TORONTO DOMINION BANK History No change 1,160 159 0.0% 0.0% 352 0 0.0% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History No change 1,157 159 0.0% 0.0% 353 0 0.0% Q4 2025 Feb 12, 2026
Asset Dedication, LLC History Reduced 1,148 157 0.01% 0.01% 354 -184 -13.81% Q4 2025 Jan 26, 2026
Kestra Advisory Services, LLC History Reduced 1,116 153 0.0% 0.0% 356 -269 -19.42% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 1,119 153 0.0% 0.0% 355 +108 10.68% Q4 2025 Jan 27, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,106 152 0.0% 0.0% 357 -74 -6.27% Q4 2025 Feb 09, 2026
MCGUIRE CAPITAL ADVISORS INC History New 912 125 0.08% 358 +912 New Q4 2025 Feb 19, 2026
TD Waterhouse Canada Inc. History Added to 856 117 0.0% 0.0% 359 +410 91.93% Q4 2025 Jan 27, 2026
CWM, LLC History Added to 845 116 0.0% 0.0% 360 +226 36.51% Q4 2025 Jan 26, 2026
SBI Securities Co., Ltd. History Added to 830 114 0.0% 0.0% 361 +41 5.2% Q4 2025 Feb 03, 2026
Compagnie Lombard Odier SCmA History No change 800 110 0.0% 0.0% 362 0 0.0% Q4 2025 Jan 16, 2026
Federation des caisses Desjardins du Quebec History Added to 782 107 0.0% 0.0% 363 +121 18.31% Q4 2025 Feb 12, 2026
Rossby Financial, LCC History Added to 760 104 0.03% 0.0% 364 +746 5328.57% Q4 2025 Feb 12, 2026
Horizon Investments, LLC History New 726 99 0.0% 365 +726 New Q4 2025 Feb 02, 2026
State of Wyoming History New 710 97 0.01% 366 +710 New Q4 2025 Feb 11, 2026
CVA Family Office, LLC History No change 700 96 0.01% 0.01% 367 0 0.0% Q4 2025 Jan 12, 2026
EverSource Wealth Advisors, LLC History Added to 670 92 0.0% 0.0% 369 +14 2.13% Q4 2025 Feb 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 700 92 0.0% 0.0% 368 0 0.0% Q4 2025 Jan 28, 2026
Arax Advisory Partners History Added to 594 81 0.0% 0.0% 370 +510 607.14% Q4 2025 Feb 13, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 588 80 0.02% 0.02% 371 +5 0.86% Q4 2025 Jan 15, 2026
Smartleaf Asset Management LLC History Added to 536 75 0.0% 0.0% 372 +79 17.29% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History New 512 70 0.0% 373 +512 New Q4 2025 Feb 17, 2026
Davis Capital Management History No change 500 68 0.05% 0.05% 374 0 0.0% Q4 2025 Jan 28, 2026
Caitong International Asset Management Co., Ltd History Added to 474 65 0.02% 0.03% 375 +146 44.51% Q4 2025 Mar 03, 2026
Pinnacle Bancorp, Inc. History No change 455 62 0.02% 0.02% 376 0 0.0% Q4 2025 Jan 22, 2026
Spire Wealth Management History Added to 436 60 0.0% 0.0% 377 +104 31.33% Q4 2025 Jan 14, 2026
STRS OHIO History Reduced 390 53 0.0% 0.0% 378 -199 -33.79% Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Added to 379 52 0.0% 379 +374 7480.0% Q4 2025 Feb 09, 2026
Westside Investment Management, Inc. History Added to 347 51 0.01% 0.01% 380 +17 5.15% Q4 2025 Jan 23, 2026
ATLAS CAPITAL ADVISORS INC. History New 338 46 0.01% 381 +338 New Q4 2025 Feb 13, 2026
FIRST HORIZON CORP History Added to 320 44 0.0% 0.0% 382 +25 8.47% Q4 2025 Jan 27, 2026
UMB Bank, n.a. History Added to 273 37 0.0% 0.0% 383 +49 21.88% Q4 2025 Feb 13, 2026
TrinityBridge Ltd History No change 250 34 0.0% 0.0% 384 0 0.0% Q4 2025 Feb 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 250 34 0.0% 0.0% 385 0 0.0% Q4 2025 Jan 23, 2026
Pinnacle Wealth Planning Services, Inc. History New 232 31 0.0% 387 +232 New Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 231 31 0.0% 0.0% 386 -198 -46.15% Q4 2025 Feb 12, 2026
LOM Asset Management Ltd History No change 230 31 0.01% 0.01% 388 0 0.0% Q4 2025 Jan 23, 2026
Byrne Asset Management LLC History No change 220 30 0.02% 0.02% 389 0 0.0% Q4 2025 Jan 12, 2026
Lavaca Capital LLC History No change 210 28 0.0% 0.01% 390 0 0.0% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 199 27 0.0% 391 +199 New Q4 2025 Feb 05, 2026
Core Alternative Capital History No change 200 27 0.01% 0.01% 392 0 0.0% Q4 2025 Feb 02, 2026
Financial Management Professionals, Inc. History Reduced 181 24 0.0% 0.0% 393 -8 -4.23% Q4 2025 Jan 27, 2026
Accent Capital Management, LLC History No change 180 24 0.01% 0.01% 394 0 0.0% Q4 2025 Feb 09, 2026
Bank of Jackson Hole Trust History No change 175 24 0.01% 0.01% 395 0 0.0% Q4 2025 Feb 12, 2026
Optiver Holding B.V. History No change 160 22 0.0% 0.0% 396 0 0.0% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History New 159 21 0.0% 397 +159 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 139 19 0.0% 0.0% 398 +89 178.0% Q4 2025 Feb 05, 2026
JFS WEALTH ADVISORS, LLC History No change 131 18 0.0% 0.0% 399 0 0.0% Q4 2025 Jan 14, 2026
BNP PARIBAS History No change 120 16 0.0% 0.0% 400 0 0.0% Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History Added to 114 15 0.0% 0.0% 401 +37 48.05% Q4 2025 Jan 29, 2026
Rakuten Securities, Inc. History Added to 105 14 0.0% 0.0% 403 +80 320.0% Q4 2025 Jan 29, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 106 14 0.0% 0.0% 402 +31 41.33% Q4 2025 Jan 15, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 107 13 0.01% 0.01% 404 0 0.0% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 90 12 0.0% 405 +90 New Q4 2025 Feb 17, 2026
Bayforest Capital Ltd History Reduced 87 11 0.01% 0.35% 408 -4,802 -98.22% Q4 2025 Jan 27, 2026
EFG International AG History New 80 11 0.0% 409 +80 New Q4 2025 Feb 17, 2026
Park Place Capital Corp History Reduced 80 11 0.0% 0.0% 407 -16 -16.67% Q4 2025 Jan 09, 2026
Twin Lakes Capital Management, LLC History No change 83 11 0.0% 0.01% 406 0 0.0% Q4 2025 Feb 04, 2026
Acumen Wealth Advisors, LLC History New 78 10 0.0% 410 +78 New Q4 2025 Feb 13, 2026
Boreal Capital Management LLC History No change 70 9 0.01% 0.01% 411 0 0.0% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History New 59 8 0.0% 412 +59 New Q4 2025 Feb 09, 2026
Reyes Financial Architecture, Inc. History Reduced 65 8 0.0% 0.01% 416 -13 -16.67% Q4 2025 Jan 26, 2026
Washington Trust Advisors, Inc. History Added to 62 8 0.0% 0.0% 414 +12 24.0% Q4 2025 Feb 03, 2026
Bell Investment Advisors, Inc History Reduced 61 8 0.0% 0.0% 413 -10 -14.08% Q4 2025 Feb 24, 2026
LRI Investments, LLC History Added to 60 8 0.0% 0.0% 415 +9 17.65% Q4 2025 Feb 04, 2026
Larson Financial Group LLC History Added to 54 7 0.0% 0.0% 417 +4 8.0% Q4 2025 Feb 06, 2026
WealthCollab, LLC History No change 54 7 0.0% 0.0% 418 0 0.0% Q4 2025 Jan 27, 2026
PROFFITT & GOODSON INC History No change 50 6 0.0% 0.0% 419 0 0.0% Q4 2025 Jan 27, 2026
Elyxium Wealth, LLC History New 37 5 0.0% 421 +37 New Q4 2025 Feb 05, 2026
True Wealth Design, LLC History Added to 39 5 0.0% 0.0% 420 +20 105.26% Q4 2025 Jan 08, 2026
Cornerstone Planning Group LLC History Reduced 35 4 0.0% 0.04% 424 -184 -84.02% Q4 2025 Feb 02, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 32 4 0.0% 0.02% 426 -184 -85.19% Q4 2025 Jan 22, 2026
Hartford Financial Management Inc. History New 30 4 0.0% 423 +30 New Q4 2025 Jan 21, 2026
North Star Investment Management Corp. History Added to 34 4 0.0% 0.0% 422 +21 161.54% Q4 2025 Jan 30, 2026
GAMMA Investing LLC History No change 32 4 0.0% 0.0% 425 0 0.0% Q4 2025 Jan 05, 2026
MidFirst Bank History New 412 3 0.0% 429 +412 New Q4 2025 Feb 25, 2026
University of Illinois Foundation History New 25 3 0.0% 428 +25 New Q4 2025 Feb 13, 2026
Bangor Savings Bank History New 24 3 0.0% 427 +24 New Q4 2025 Jan 16, 2026
Transamerica Financial Advisors, LLC History Reduced 21 2 0.0% 0.01% 435 -705 -97.11% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Reduced 16 2 0.0% 0.0% 431 -135 -89.4% Q4 2025 Jan 26, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 20 2 0.0% 430 +20 New Q4 2025 Jan 20, 2026
J.Safra Asset Management Corp History New 19 2 0.0% 436 +19 New Q4 2025 Feb 11, 2026
IMA Advisory Services, Inc. History New 17 2 0.0% 434 +17 New Q4 2025 Feb 11, 2026
Geneos Wealth Management Inc. History Added to 16 2 0.0% 0.0% 439 +7 77.78% Q4 2025 Jan 28, 2026
Cheviot Value Management, LLC History No change 18 2 0.0% 0.0% 432 0 0.0% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History No change 19 2 0.0% 0.0% 433 0 0.0% Q4 2025 Feb 13, 2026
Darwin Wealth Management, LLC History No change 15 2 0.0% 0.0% 437 0 0.0% Q4 2025 Jan 22, 2026
Sound Income Strategies, LLC History No change 15 2 0.0% 0.0% 438 0 0.0% Q4 2025 Jan 21, 2026
Legacy Wealth Managment, LLC/ID History No change 17 2 0.0% 0.0% 440 0 0.0% Q4 2025 Feb 03, 2026
Cape Investment Advisory, Inc. History New 11 1 0.0% 445 +11 New Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History New 8 1 0.0% 446 +8 New Q4 2025 Jan 30, 2026
Physician Wealth Advisors, Inc. History Added to 13 1 0.0% 0.0% 444 +4 44.44% Q4 2025 Jan 29, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 8 1 0.0% 0.0% 441 0 0.0% Q4 2025 Feb 17, 2026
Crewe Advisors LLC History No change 12 1 0.0% 0.0% 442 0 0.0% Q4 2025 Jan 16, 2026
Prestige Wealth Management Group LLC History No change 10 1 0.0% 0.0% 443 0 0.0% Q4 2025 Feb 11, 2026
HHLR ADVISORS, LTD. History Closed out 0 0 2.94% -790,807 -100.0% Q3 2025 Nov 14, 2025
CAUSEWAY CAPITAL MANAGEMENT LLC History Closed out 0 0 1.28% -638,315 -100.0% Q3 2025 Nov 13, 2025
Clark Capital Management Group, Inc. History Closed out 0 0 0.24% -248,337 -100.0% Q3 2025 Nov 14, 2025
Tiger Pacific Capital LP History Closed out 0 0 7.33% -190,754 -100.0% Q3 2025 Nov 14, 2025
StoneX Group Inc. History Closed out 0 0 0.95% -143,521 -100.0% Q3 2025 Nov 14, 2025
Tairen Capital Ltd History Closed out 0 0 2.06% -125,718 -100.0% Q3 2025 Nov 13, 2025
Hel Ved Capital Management Ltd History Closed out 0 0 1.13% -35,200 -100.0% Q3 2025 Nov 13, 2025
WT Asset Management Ltd History Closed out 0 0 0.17% -24,014 -100.0% Q3 2025 Nov 10, 2025
Morningstar Investment Management LLC History Closed out 0 0 0.12% -21,279 -100.0% Q3 2025 Nov 17, 2025
TB Alternative Assets Ltd. History Closed out 0 0 0.45% -19,895 -100.0% Q3 2025 Oct 17, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -17,621 -100.0% Q3 2025 Nov 12, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.01% -14,187 -100.0% Q3 2025 Nov 10, 2025
Gunderson Capital Management Inc. History Closed out 0 0 0.72% -12,851 -100.0% Q3 2025 Oct 22, 2025
FIL Ltd History Closed out 0 0 0.0% -10,962 -100.0% Q3 2025 Nov 13, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.04% -10,258 -100.0% Q3 2025 Oct 14, 2025
Calamos Advisors LLC History Closed out 0 0 0.0% -9,400 -100.0% Q3 2025 Oct 20, 2025
Marshall Financial Group, LLC History Closed out 0 0 0.27% -9,065 -100.0% Q3 2025 Oct 08, 2025
NOVEM GROUP History Closed out 0 0 0.15% -8,391 -100.0% Q3 2025 Nov 10, 2025
J. Goldman & Co LP History Closed out 0 0 0.03% -8,137 -100.0% Q3 2025 Nov 14, 2025
Parametrica Management Ltd History Closed out 0 0 1.88% -8,000 -100.0% Q3 2025 Nov 12, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.08% -7,250 -100.0% Q3 2025 Oct 28, 2025
Centiva Capital, LP History Closed out 0 0 0.01% -6,336 -100.0% Q3 2025 Nov 14, 2025
SANDERS MORRIS HARRIS LLC History Closed out 0 0 0.12% -5,925 -100.0% Q3 2025 Oct 07, 2025
Sigma Planning Corp History Closed out 0 0 0.02% -5,011 -100.0% Q3 2025 Nov 10, 2025
SELDON CAPITAL LP History Closed out 0 0 0.26% -4,841 -100.0% Q3 2025 Nov 14, 2025
Regal Partners Ltd History Closed out 0 0 0.05% -4,800 -100.0% Q3 2025 Nov 13, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.01% -4,265 -100.0% Q3 2025 Nov 12, 2025
Central Asset Investments & Management Holdings (HK) Ltd History Closed out 0 0 0.37% -4,162 -100.0% Q3 2025 Nov 17, 2025
Newbridge Financial Services Group, Inc. History Closed out 0 0 0.09% -3,995 -100.0% Q3 2025 Nov 13, 2025
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 0.01% -3,320 -100.0% Q3 2025 Nov 17, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 0.02% -3,316 -100.0% Q3 2025 Nov 14, 2025
Diversify Advisory Services, LLC History Closed out 0 0 0.01% -2,786 -100.0% Q3 2025 Nov 13, 2025
POLEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -2,669 -100.0% Q3 2025 Nov 12, 2025
Maridea Wealth Management LLC History Closed out 0 0 0.05% -2,259 -100.0% Q3 2025 Nov 07, 2025
Jain Global LLC History Closed out 0 0 0.0% -2,148 -100.0% Q3 2025 Nov 14, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 0.04% -2,121 -100.0% Q3 2025 Nov 10, 2025
Aspen Grove Capital, LLC History Closed out 0 0 0.05% -1,946 -100.0% Q3 2025 Nov 14, 2025
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -1,818 -100.0% Q3 2025 Oct 30, 2025
XTX Topco Ltd History Closed out 0 0 0.01% -1,666 -100.0% Q3 2025 Nov 14, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.0% -1,552 -100.0% Q3 2025 Nov 14, 2025
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 0.02% -1,509 -100.0% Q3 2025 Nov 14, 2025
HUB Investment Partners, LLC History Closed out 0 0 0.01% -1,418 -100.0% Q3 2025 Nov 12, 2025
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -1,412 -100.0% Q3 2025 Oct 28, 2025
CIM, LLC History Closed out 0 0 0.03% -1,400 -100.0% Q3 2025 Nov 14, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.02% -1,396 -100.0% Q3 2025 Nov 07, 2025
Snowden Capital Advisors LLC History Closed out 0 0 0.01% -1,380 -100.0% Q3 2025 Nov 14, 2025
Rathbones Group PLC History Closed out 0 0 0.0% -1,350 -100.0% Q3 2025 Nov 13, 2025
FULTON BANK, N.A. History Closed out 0 0 0.01% -1,349 -100.0% Q3 2025 Oct 21, 2025
BENJAMIN EDWARDS INC History Closed out 0 0 0.0% -1,346 -100.0% Q3 2025 Oct 23, 2025
BALDWIN WEALTH PARTNERS LLC/MA History Closed out 0 0 0.01% -1,345 -100.0% Q3 2025 Oct 14, 2025
Sowell Financial Services LLC History Closed out 0 0 0.01% -1,322 -100.0% Q3 2025 Oct 17, 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 7 0 0.0% -362 -98.1% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Closed out 0 0 0.0% -303 -100.0% Q3 2025 Oct 21, 2025
USA FINANCIAL FORMULAS History Closed out 0 0 0.01% -207 -100.0% Q3 2025 Oct 10, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -160 -100.0% Q3 2025 Nov 18, 2025
Park Square Financial Group, LLC History Closed out 0 0 0.04% -62 -100.0% Q3 2025 Nov 12, 2025
Clearstead Trust, LLC History Closed out 0 0 0.0% -57 -100.0% Q3 2025 Nov 10, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Nov 14, 2025
HighMark Wealth Management LLC History Closed out 0 0 0.0% -27 -100.0% Q3 2025 Oct 20, 2025
HOLLENCREST CAPITAL MANAGEMENT History Closed out 0 0 0.0% -16 -100.0% Q3 2025 Nov 03, 2025
Bogart Wealth, LLC History Closed out 0 0 0.0% -14 -100.0% Q3 2025 Oct 27, 2025
FINANCIAL CONSULATE, INC History New 6 0 +6 New Q4 2025 Jan 22, 2026
Lodestone Wealth Management LLC History New 6 0 +6 New Q4 2025 Jan 15, 2026
Root Financial Partners, LLC History New 4 0 +4 New Q4 2025 Feb 10, 2026
Trust Co History New 2 0 +2 New Q4 2025 Jan 15, 2026
HHM Wealth Advisors, LLC History No change 6 0 0 0.0% Q4 2025 Jan 22, 2026
Salomon & Ludwin, LLC History No change 3 0 0 0.0% Q4 2025 Jan 28, 2026
Dunhill Financial, LLC History No change 3 0 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 4 0 0 0.0% Q4 2025 Jan 12, 2026
Valued Wealth Advisors LLC History No change 4 0 0 0.0% Q4 2025 Jan 30, 2026