NOVO NORDISK A S - NVO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 315 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
CITADEL ADVISORS LLC History Added to 30,953,723 1,574,925 0.24% 0.17% 1 +11,295,789 57.46% Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Added to 17,135,384 871,848 1.05% 1.07% 2 +969,916 6.0% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 16,606,634 844,945 0.1% 0.09% 3 +2,246,243 15.64% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 14,702,508 748,063 0.18% 0.19% 4 +717,719 5.13% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 13,653,994 694,715 0.1% 0.07% 5 +5,030,028 58.33% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 12,842,089 653,405 0.04% 0.04% 6 +428,660 3.45% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 12,676,430 644,976 0.08% 0.07% 7 +2,780,272 28.09% Q4 2025 Mar 25, 2026
BANK OF AMERICA CORP /DE/ History Reduced 11,868,129 603,850 0.04% 0.05% 8 -1,535,249 -11.45% Q4 2025 Feb 17, 2026
Capital International Investors History Reduced 11,211,106 571,933 0.09% 0.16% 9 -6,502,318 -36.71% Q4 2025 Feb 11, 2026
FOLKETRYGDFONDET History Reduced 10,164,137 517,151 12.04% 13.25% 10 -47,776 -0.47% Q4 2025 Feb 12, 2026
FMR LLC History Reduced 10,017,325 509,681 0.03% 0.04% 11 -4,058,066 -28.83% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 9,784,222 497,821 0.17% 0.21% 12 -538,681 -5.22% Q4 2025 Feb 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 9,688,262 492,940 0.05% 0.03% 13 +4,836,285 99.68% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 7,532,329 383,244 0.06% 0.06% 14 +1,140,927 17.85% Q4 2025 Jan 29, 2026
D. E. Shaw & Co., Inc. History Added to 7,449,424 379,026 0.21% 0.12% 15 +3,675,805 97.41% Q4 2025 Feb 17, 2026
EVERETT HARRIS & CO /CA/ History Added to 6,407,366 326,006 3.94% 4.37% 16 +13,586 0.21% Q4 2025 Feb 11, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 6,142,778 312,544 0.25% 0.28% 17 0 0.0% Q4 2025 Feb 11, 2026
STATE STREET CORP History Reduced 5,996,113 306,336 0.01% 0.01% 18 -110,723 -1.81% Q4 2025 Feb 13, 2026
Boston Partners History Reduced 5,376,824 275,570 0.29% 0.32% 19 -194,193 -3.49% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 4,807,279 244,594 0.86% 0.09% 20 +4,302,126 851.65% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 4,629,305 235,539 0.03% 0.03% 21 +18,179 0.39% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 4,386,403 223,181 0.04% — 22 +4,386,403 New Q4 2025 Feb 17, 2026
FAYEZ SAROFIM & CO History Reduced 4,234,749 215,464 0.52% 0.95% 23 -3,118,838 -42.41% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 4,125,365 209,898 0.09% 0.07% 24 +1,131,762 37.81% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,992,049 203,115 0.04% 0.04% 25 -114,314 -2.78% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 3,533,637 179,791 0.01% 0.02% 26 -1,874,744 -34.66% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Added to 3,351,044 170,501 0.18% 0.18% 27 +90,849 2.79% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 3,234,902 164,591 0.0% 0.0% 28 -728,787 -18.39% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 3,183,678 161,985 0.25% 0.21% 29 +301,682 10.47% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,167,111 161,144 0.05% 0.06% 30 -114,968 -3.5% Q4 2025 Feb 18, 2026
MARKEL GROUP INC. History Added to 2,869,774 146,014 1.16% 1.07% 31 +501,125 21.16% Q4 2025 Feb 06, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,773,434 141,112 0.04% 0.06% 32 -1,150,167 -29.31% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Added to 2,661,238 135,404 0.19% 0.21% 33 +105,703 4.14% Q4 2025 Feb 10, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History New 2,660,000 135,340 2.25% — 34 +2,660,000 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 2,535,346 128,998 0.16% 0.45% 35 +152,170 6.39% Q4 2025 Jan 09, 2026
BANK OF MONTREAL /CAN/ History Added to 2,525,827 128,514 0.04% 0.02% 36 +1,468,409 138.87% Q4 2025 Feb 12, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 2,508,292 128,474 0.26% 0.32% 37 -223,890 -8.19% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Added to 2,518,216 128,126 0.13% 0.1% 38 +817,016 48.03% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 2,397,768 121,998 0.23% 738.17% 39 -467,532 -16.32% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Reduced 2,206,819 112,529 0.6% 0.78% 40 -435,679 -16.49% Q4 2025 Jan 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,149,041 109,343 0.1% 0.05% 41 +1,199,556 126.34% Q4 2025 Feb 17, 2026
SATURNA CAPITAL CORP History Reduced 2,072,619 105,454 1.4% 1.48% 42 -2,034 -0.1% Q4 2025 Feb 11, 2026
BARCLAYS PLC History Reduced 1,950,772 99,255 0.02% 0.05% 43 -2,226,091 -53.3% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 1,927,532 98,072 0.15% 0.16% 44 +132,098 7.36% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 1,860,724 94,673 0.04% 0.02% 45 +873,240 88.43% Q4 2025 Feb 13, 2026
Saratoga Research & Investment Management History Reduced 1,852,566 94,258 4.94% 5.35% 46 -1,141 -0.06% Q4 2025 Feb 05, 2026
Walleye Trading LLC History Reduced 1,811,107 92,149 0.13% 0.16% 47 -35,953 -1.95% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 1,736,176 88,683 0.02% 0.02% 48 +286,665 19.78% Q4 2025 Feb 17, 2026
PEAK6 LLC History Added to 1,683,962 85,679 0.16% 0.13% 49 +108,816 6.91% Q4 2025 Mar 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,400,792 83,865 0.04% 0.03% 50 +718,276 105.24% Q4 2025 Feb 10, 2026
VAN ECK ASSOCIATES CORP History Added to 1,645,149 83,705 0.07% 0.04% 51 +856,427 108.58% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Added to 1,564,944 79,624 0.24% 0.13% 52 +935,579 148.65% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 1,340,858 68,222 0.12% 0.08% 53 +584,275 77.23% Q4 2025 Mar 16, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,326,058 67,469 0.01% 0.02% 54 -12,589 -0.94% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 1,267,700 64,500 0.06% 0.05% 55 +348,328 37.89% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 1,235,065 62,840 0.02% 0.02% 56 -169,768 -12.08% Q4 2025 Feb 11, 2026
Caption Management, LLC History Added to 1,215,171 61,827 0.42% 0.19% 57 +765,171 170.04% Q4 2025 Feb 17, 2026
Holocene Advisors, LP History New 1,180,500 60,063 0.13% — 58 +1,180,500 New Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History New 1,176,933 59,882 0.61% — 59 +1,176,933 New Q4 2025 Feb 17, 2026
CANTOR FITZGERALD, L. P. History Reduced 1,176,227 59,846 0.91% 0.84% 60 -380,773 -24.46% Q4 2025 Feb 17, 2026
Marex Group plc History Added to 1,155,713 58,802 0.37% 0.25% 61 +505,973 77.87% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Added to 1,017,162 51,753 0.03% 0.02% 62 +421,560 70.78% Q4 2025 Feb 11, 2026
Carmignac Gestion History New 1,003,300 51,047 0.69% — 63 +1,003,300 New Q4 2025 Feb 13, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 993,850 50,567 0.7% 0.51% 64 +297,871 42.8% Q4 2025 Feb 13, 2026
LMR Partners LLP History Added to 987,800 50,259 0.09% 0.12% 65 +493,294 99.75% Q4 2025 Feb 17, 2026
Optiver Holding B.V. History Added to 983,717 50,051 0.02% 0.01% 66 +504,729 105.37% Q4 2025 Feb 17, 2026
PARNASSUS INVESTMENTS, LLC History Reduced 969,015 49,303 0.13% 0.13% 67 -44,669 -4.41% Q4 2025 Feb 12, 2026
Contrarius Group Holdings Ltd History New 930,367 47,337 2.3% — 68 +930,367 New Q4 2025 Feb 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 879,152 44,731 0.02% 0.02% 69 +107,561 13.94% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 859,806 43,746 0.07% 0.11% 70 -561,720 -39.52% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 844,234 43,104 0.05% 0.07% 71 +83,619 10.99% Q4 2025 Feb 13, 2026
NATIXIS History Added to 845,298 43,008 0.15% 0.1% 72 +462,211 120.65% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 41,315 41,315 0.02% — 73 +41,315 New Q4 2025 Feb 17, 2026
Foresight Group Ltd Liability Partnership History Reduced 123,759 40,291 6.06% 1.04% 74 -1,246 -1.0% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 782,302 39,803 0.11% 0.2% 75 -593,240 -43.13% Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History Added to 779,203 39,645 0.13% 0.13% 76 +98,397 14.45% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 706,080 35,890 0.05% 0.06% 77 -22,000 -3.02% Q4 2025 Mar 09, 2026
CIBC WORLD MARKET INC. History Added to 700,174 35,624 0.06% 0.06% 78 +145,527 26.24% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 695,164 35,369 0.05% 0.06% 79 -85,582 -10.96% Q4 2025 Feb 02, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 648,353 32,988 0.2% 0.25% 80 +10,546 1.65% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 642,109 32,670 0.04% 0.03% 81 +157,529 32.51% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 631,689 32,140 0.0% 0.0% 82 +107,695 20.55% Q4 2025 Feb 19, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 631,405 32,125 0.39% 0.34% 83 +66,398 11.75% Q4 2025 Feb 02, 2026
Aberdeen Group plc History Added to 614,866 31,284 0.05% 0.02% 84 +429,351 231.44% Q4 2025 Jan 16, 2026
CREDIT AGRICOLE S A History Added to 611,085 31,092 0.07% 0.05% 85 +275,450 82.07% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 607,191 30,893 0.04% 0.14% 86 -1,084,335 -64.1% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 605,800 30,823 0.03% 0.02% 87 +416,400 219.85% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 603,600 30,711 0.01% 0.01% 88 -68,056 -10.13% Q4 2025 Feb 10, 2026
Clear Street Group Inc. History Reduced 580,826 29,552 0.11% 0.19% 89 -435,174 -42.83% Q4 2025 Feb 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 570,711 29,037 1.53% 1.95% 90 +165,286 40.77% Q4 2025 Feb 09, 2026
Vantage Investment Partners, LLC History Added to 549,469 27,956 1.87% 2.02% 91 +15,904 2.98% Q4 2025 Feb 06, 2026
Cullen Capital Management, LLC History New 547,520 27,857 0.3% — 92 +547,520 New Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History New 544,547 27,706 0.03% — 93 +544,547 New Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 541,026 27,527 0.05% 0.05% 94 -4,891 -0.9% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 503,535 25,619 0.02% 0.0% 95 +461,940 1110.57% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 503,078 25,596 0.07% 0.08% 96 +40,283 8.7% Q4 2025 Jan 26, 2026
DEUTSCHE BANK AG\ History Added to 501,839 25,533 0.01% 0.0% 97 +373,381 290.66% Q4 2025 Feb 11, 2026
NICHOLS & PRATT ADVISERS LLP /MA History Reduced 487,625 24,810 1.55% 1.76% 98 -13,366 -2.67% Q4 2025 Jan 29, 2026
Cerity Partners LLC History Reduced 497,005 24,676 0.04% 0.05% 99 -61,610 -11.03% Q4 2025 Feb 11, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 475,000 24,168 0.04% — 100 +475,000 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 468,869 23,856 0.01% 0.02% 101 +5,929 1.28% Q4 2025 Feb 06, 2026
HSBC HOLDINGS PLC History Reduced 459,233 23,440 0.01% 0.02% 102 -150,103 -24.63% Q4 2025 Mar 20, 2026
Centiva Capital, LP History Reduced 459,000 23,353 0.19% 0.32% 103 -145,798 -24.11% Q4 2025 Feb 13, 2026
Longaeva Partners L.P. History New 444,266 22,604 1.9% — 104 +444,266 New Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 441,858 22,483 0.37% 0.4% 105 +21,063 5.01% Q4 2025 Feb 09, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 431,484 21,953 0.04% 0.04% 106 0 0.0% Q4 2025 Feb 13, 2026
GuoLine Advisory Pte Ltd History No change 426,700 21,710 2.0% 2.36% 107 0 0.0% Q4 2025 Jan 08, 2026
Warther Private Wealth, LLC History Added to 418,828 21,309 5.09% 5.36% 108 +10,833 2.66% Q4 2025 Feb 18, 2026
Longitude (Cayman) Ltd. History New 414,800 21,105 9.12% — 109 +414,800 New Q4 2025 Feb 12, 2026
Traynor Capital Management, Inc. History Reduced 403,633 20,536 1.1% 1.44% 110 -49,801 -10.98% Q4 2025 Jan 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 401,998 20,453 0.0% 0.0% 111 +31,865 8.61% Q4 2025 Feb 13, 2026
Euro Pacific Asset Management, LLC History Added to 346,077 20,350 2.26% 2.11% 112 +67,261 24.12% Q4 2025 Jan 21, 2026
TD ASSET MANAGEMENT INC History New 398,408 20,271 0.02% — 113 +398,408 New Q4 2025 Feb 10, 2026
NOMURA HOLDINGS INC History Reduced 395,386 20,117 0.03% 0.09% 114 -659,984 -62.54% Q4 2025 Feb 17, 2026
Creative Planning History Added to 393,313 20,011 0.01% 0.02% 115 +20,671 5.55% Q4 2025 Feb 17, 2026
DE BURLO GROUP INC History Reduced 374,660 19,062 2.31% 3.22% 116 -106,500 -22.13% Q4 2025 Feb 13, 2026
683 Capital Management, LLC History Reduced 374,200 19,039 0.83% 1.74% 117 -225,000 -37.55% Q4 2025 Feb 17, 2026
ACADEMY CAPITAL MANAGEMENT History Reduced 365,783 18,611 2.47% 2.91% 118 -1,636 -0.45% Q4 2025 Feb 02, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 354,954 18,060 0.1% 0.15% 119 -98,685 -21.75% Q4 2025 Feb 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 345,586 17,617 0.12% 0.15% 120 -11,935 -3.34% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 345,053 17,556 0.07% — 121 +345,053 New Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 342,482 17,425 0.2% 0.23% 122 -16,605 -4.62% Q4 2025 Jan 21, 2026
ARMISTICE CAPITAL, LLC History Reduced 336,000 17,095 0.2% 0.61% 123 -400,000 -54.35% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 332,003 16,892 0.04% 0.02% 124 +172,075 107.6% Q4 2025 Feb 11, 2026
Foresight Global Investors, Inc. History Added to 330,251 16,803 7.91% 5.45% 125 +164,957 99.8% Q4 2025 Mar 19, 2026
Quinn Opportunity Partners LLC History Added to 329,000 16,739 0.71% 0.89% 126 +103,000 45.58% Q4 2025 Feb 13, 2026
Mariner, LLC History Reduced 322,233 16,397 0.02% 0.02% 127 -22,496 -6.53% Q4 2025 Feb 13, 2026
SCOTIA CAPITAL INC. History Added to 320,162 16,289 0.07% 0.04% 128 +153,275 91.84% Q4 2025 Feb 12, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 319,061 16,233 0.54% 0.57% 129 +7,893 2.54% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 318,686 16,214 0.03% 0.04% 130 +51,390 19.23% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 316,644 16,110 0.02% 0.02% 131 +27,122 9.37% Q4 2025 Feb 13, 2026
Penbrook Management LLC History Added to 316,400 16,098 11.1% 12.07% 132 +4,800 1.54% Q4 2025 Jan 06, 2026
DILLON & ASSOCIATES INC History Reduced 301,198 15,361 1.98% 2.21% 133 -10,702 -3.43% Q4 2025 Feb 09, 2026
OSAIC HOLDINGS, INC. History Reduced 299,329 15,232 0.02% 0.03% 134 -75,352 -20.11% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Added to 295,151 15,017 0.05% 0.04% 135 +61,133 26.12% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 286,571 14,570 0.02% 0.02% 136 -44,047 -13.32% Q4 2025 Feb 17, 2026
OAK FAMILY ADVISORS, LLC History Added to 283,228 14,410 3.96% 2.12% 137 +130,143 85.01% Q4 2025 Feb 03, 2026
J. Goldman & Co LP History Added to 279,899 14,241 0.37% 0.2% 138 +139,899 99.93% Q4 2025 Feb 17, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 276,168 14,051 0.07% 0.08% 139 +6,000 2.22% Q4 2025 Feb 12, 2026
ExodusPoint Capital Management, LP History New 274,272 13,954 0.11% — 140 +274,272 New Q4 2025 Feb 17, 2026
Reynders McVeigh Capital Management, LLC History Reduced 274,101 13,946 0.65% 0.89% 141 -68,033 -19.88% Q4 2025 Feb 02, 2026
DIVIDEND ASSETS CAPITAL, LLC History Reduced 269,854 13,730 2.62% 3.02% 142 -40,847 -13.15% Q4 2025 Feb 12, 2026
DV EQUITIES, LLC History New 269,526 13,713 2.46% — 143 +269,526 New Q4 2025 Feb 17, 2026
TB Alternative Assets Ltd. History New 266,165 13,542 2.22% — 144 +266,165 New Q4 2025 Jan 16, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 262,783 13,370 1.06% 1.2% 145 +24,037 10.07% Q4 2025 Jan 30, 2026
OLD MISSION CAPITAL LLC History New 262,659 13,364 0.31% — 146 +262,659 New Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Reduced 230,703 12,796 0.04% 0.04% 147 -5,124 -2.17% Q4 2025 Feb 10, 2026
VIKING FUND MANAGEMENT LLC History New 250,000 12,720 1.47% — 148 +250,000 New Q4 2025 Jan 12, 2026
Carnegie Investment Counsel History Reduced 245,049 12,468 0.23% 0.29% 149 -27,820 -10.2% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Reduced 239,760 12,198 0.02% 0.03% 150 -112,711 -31.98% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 237,396 12,078 0.02% 0.03% 151 -4,528 -1.87% Q4 2025 Jan 23, 2026
OPPENHEIMER & CO INC History Added to 234,842 11,948 0.17% 0.16% 152 +2,277 0.98% Q4 2025 Feb 02, 2026
Private Advisory Group LLC History Added to 233,014 11,855 0.93% 0.85% 153 +47,198 25.4% Q4 2025 Jan 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 231,460 11,776 0.02% 0.02% 154 -6,518 -2.74% Q4 2025 Feb 12, 2026
RPG Investment Advisory, LLC History Added to 229,265 11,665 1.32% 1.0% 155 +76,691 50.26% Q4 2025 Jan 20, 2026
US BANCORP \DE\ History Reduced 224,413 11,418 0.01% 0.02% 156 -44,950 -16.69% Q4 2025 Jan 30, 2026
Jain Global LLC History Added to 218,929 11,139 0.05% 0.03% 157 +110,692 102.27% Q4 2025 Feb 17, 2026
CIM, LLC History Reduced 216,085 10,994 1.44% 1.58% 158 -1,206 -0.56% Q4 2025 Feb 18, 2026
Heirloom Wealth Management History Added to 211,886 10,780 2.49% 1.86% 159 +73,171 52.75% Q4 2025 Jan 15, 2026
JLB & ASSOCIATES INC History Reduced 211,322 10,752 1.45% 1.6% 160 -8,302 -3.78% Q4 2025 Feb 03, 2026
Sanctuary Advisors, LLC History Reduced 210,367 10,703 0.06% 0.12% 161 -90,009 -29.97% Q4 2025 Jan 29, 2026
SIERRA SUMMIT ADVISORS LLC History New 208,905 10,629 1.63% — 162 +208,905 New Q4 2025 Feb 06, 2026
QV Investors Inc. History Reduced 208,268 10,597 0.87% 1.07% 163 -14,890 -6.67% Q4 2025 Jan 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 184,170 10,372 0.01% 0.02% 164 -2,696 -1.44% Q4 2025 Jan 08, 2026
Capital World Investors History Reduced 199,363 10,211 0.0% 0.0% 165 -11,499 -5.45% Q4 2025 Feb 11, 2026
OPAL CAPITAL LLC History New 200,465 10,199 2.55% — 166 +200,465 New Q4 2025 Feb 17, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Added to 199,941 10,172 1.74% 1.91% 167 +546 0.27% Q4 2025 Feb 09, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 199,188 10,134 0.87% 0.76% 168 +104,709 110.83% Q4 2025 Feb 11, 2026
Trexquant Investment LP History New 197,051 10,025 0.09% — 169 +197,051 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 194,057 9,873 0.05% 0.07% 170 -26,640 -12.07% Q4 2025 Feb 11, 2026
TrueMark Investments, LLC History Added to 193,853 9,863 1.88% 1.55% 171 +33,437 20.84% Q4 2025 Jan 14, 2026
U.S. Capital Wealth Advisors, LLC History Added to 193,752 9,858 0.26% 0.14% 172 +101,057 109.02% Q4 2025 Jan 23, 2026
NORTHSTAR ASSET MANAGEMENT INC History Reduced 190,158 9,675 2.5% 3.21% 173 -32,190 -14.48% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Reduced 189,010 9,616 0.02% 0.03% 174 -41,132 -17.87% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 188,444 9,588 0.0% 0.0% 175 +14 0.01% Q4 2025 Jan 22, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 184,971 9,411 0.02% 0.01% 176 +108,359 141.44% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 183,929 9,358 0.01% 0.0% 177 +88,146 92.03% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 183,201 9,321 0.01% 0.01% 178 -8,134 -4.25% Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History Reduced 180,550 9,186 0.04% 0.12% 179 -362,901 -66.78% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 178,015 9,057 0.01% 0.01% 180 -3,067 -1.69% Q4 2025 Feb 17, 2026
Altrafin AG History Reduced 175,183 8,913 2.83% 4.36% 181 -72,922 -29.39% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 174,626 8,884 0.2% 0.25% 182 -17,902 -9.3% Q4 2025 Jan 27, 2026
Steward Partners Investment Advisory, LLC History Added to 174,574 8,882 0.05% 0.03% 183 +71,662 69.63% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 174,408 8,873 0.01% 0.01% 184 -14,738 -7.79% Q4 2025 Feb 10, 2026
Knuff & Co LLC History Reduced 171,750 8,738 2.58% 4.1% 185 -83,274 -32.65% Q4 2025 Feb 04, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 171,668 8,734 0.07% 0.05% 186 +64,199 59.74% Q4 2025 Jan 14, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 167,334 8,623 0.26% 0.28% 187 -21,822 -11.54% Q4 2025 Feb 13, 2026
FOUNDATION RESOURCE MANAGEMENT INC History Added to 168,814 8,589 1.15% 1.34% 188 +1,048 0.62% Q4 2025 Jan 22, 2026
ARS Investment Partners, LLC History Added to 168,560 8,576 0.5% 0.56% 189 +14,644 9.51% Q4 2025 Feb 05, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 168,145 8,555 0.18% 0.18% 190 +9,100 5.72% Q4 2025 Feb 02, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 166,932 8,550 0.11% 0.13% 191 -15,269 -8.38% Q4 2025 Feb 03, 2026
CULLEN/FROST BANKERS, INC. History Added to 167,422 8,518 0.09% 0.07% 192 +52,039 45.1% Q4 2025 Feb 06, 2026
Eldred Rock Partners, LLC History Reduced 165,290 8,409 2.18% 2.55% 193 -18,861 -10.24% Q4 2025 Jan 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 164,490 8,369 0.01% 0.01% 194 +2,599 1.61% Q4 2025 Feb 18, 2026
GLENMEDE TRUST CO NA History New 160,761 8,179 0.04% — 195 +160,761 New Q4 2025 Feb 17, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 160,761 8,179 0.33% 0.4% 196 -10,178 -5.95% Q4 2025 Jan 16, 2026
Birch Capital Management, LLC History Added to 158,548 8,066 4.02% 4.48% 197 +162 0.1% Q4 2025 Feb 03, 2026
CABOT WEALTH MANAGEMENT INC History Added to 157,258 8,001 0.88% 0.86% 198 +17,200 12.28% Q4 2025 Feb 03, 2026
MILFORD FUNDS LTD History New 156,298 7,952 0.16% — 199 +156,298 New Q4 2025 Feb 13, 2026
Limestone Investment Advisors LP History Added to 155,477 7,910 0.76% 0.23% 200 +104,184 203.12% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 152,729 7,770 0.09% 0.11% 201 -15,610 -9.27% Q4 2025 Feb 05, 2026
Claret Asset Management Corp History Added to 152,610 7,765 0.9% 0.96% 202 +7,612 5.25% Q4 2025 Feb 11, 2026
M. Kulyk & Associates, LLC History Added to 152,240 7,745 1.48% 1.47% 203 +22,231 17.1% Q4 2025 Jan 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 151,859 7,726 0.0% 0.01% 204 +1,974 1.32% Q4 2025 Feb 17, 2026
EFG International AG History New 150,463 7,656 0.15% — 205 +150,463 New Q4 2025 Feb 17, 2026
Alpine Fox Capital LLC History Added to 150,000 7,632 4.03% 1.42% 206 +89,000 145.9% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 146,861 7,472 0.02% 0.02% 207 -2,767 -1.85% Q4 2025 Feb 05, 2026
Kestra Advisory Services, LLC History Added to 146,850 7,471 0.03% 0.03% 208 +38,598 35.66% Q4 2025 Feb 13, 2026
LHM, INC. History No change 141,487 7,198 2.68% 2.6% 209 0 0.0% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 141,410 7,194 0.0% 0.0% 210 +17,615 14.23% Q4 2025 Feb 17, 2026
Obermeyer Wealth Partners History Reduced 140,797 7,163 0.33% 1.02% 211 -252,523 -64.2% Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Reduced 140,743 7,161 0.01% 0.01% 212 -25,966 -15.58% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 137,207 7,027 0.01% — 213 +137,207 New Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 137,726 7,008 0.02% 0.02% 214 -8,067 -5.53% Q4 2025 Jan 26, 2026
Stamos Capital Partners, L.P. History Added to 137,598 7,000 1.12% 1.29% 215 +14,059 11.38% Q4 2025 Feb 12, 2026
SCS Capital Management LLC History Added to 136,599 6,950 0.07% 0.08% 216 +409 0.3% Q4 2025 Feb 10, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 107,398 6,754 0.06% 0.05% 217 -4,623 -4.13% Q4 2025 Jan 28, 2026
Allworth Financial LP History New 131,741 6,702 0.03% — 218 +131,741 New Q4 2025 Feb 05, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 130,710 6,650 0.06% 0.08% 219 -7,962 -5.74% Q4 2025 Feb 13, 2026
Hikari Power Ltd History No change 130,300 6,630 0.52% 0.58% 220 0 0.0% Q4 2025 Feb 04, 2026
Arrow Capital Pty Ltd History Added to 130,000 6,614 6.34% 3.15% 221 +60,000 85.71% Q4 2025 Feb 20, 2026
Vestmark Advisory Solutions, Inc. History Added to 128,397 6,532 0.09% 0.06% 222 +68,501 114.37% Q4 2025 Feb 06, 2026
LM Advisors LLC History New 332 6,519 0.12% — 223 +332 New Q4 2025 Feb 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 127,098 6,466 0.19% 0.19% 224 -1,324 -1.03% Q4 2025 Feb 17, 2026
Phoenix Financial Ltd. History Added to 122,154 6,212 0.07% 0.07% 225 +12,828 11.73% Q4 2025 Feb 05, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 119,563 6,083 0.01% 0.02% 226 -31,782 -21.0% Q4 2025 Feb 17, 2026
Evelyn Partners Asset Management Ltd History Reduced 118,579 6,033 1.42% 1.52% 227 -2,879 -2.37% Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 117,028 5,994 0.08% 0.09% 228 -3,208 -2.67% Q4 2025 Jan 23, 2026
SFMG, LLC History Added to 116,017 5,902 0.4% 0.42% 229 +5,657 5.13% Q4 2025 Feb 10, 2026
SPHERA FUNDS MANAGEMENT LTD. History Added to 115,677 5,885 1.14% 1.24% 230 +10,000 9.46% Q4 2025 Feb 17, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 115,001 5,851 0.33% 0.2% 231 +56,437 96.37% Q4 2025 Feb 04, 2026
Martin Capital Partners, LLC History Reduced 114,991 5,851 2.2% 2.53% 232 -2,586 -2.2% Q4 2025 Jan 06, 2026
McMillan Office, Inc. History New 114,419 5,821 0.7% — 233 +114,419 New Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Added to 113,301 5,764 0.01% 0.01% 234 +6,261 5.85% Q4 2025 Feb 13, 2026
Carolina Wealth Advisors, LLC History Reduced 112,847 5,741 2.56% 2.8% 235 -4,126 -3.53% Q4 2025 Jan 21, 2026
Calamos Advisors LLC History Reduced 111,232 5,659 0.02% 0.04% 236 -65,195 -36.95% Q4 2025 Jan 29, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 110,286 5,611 0.06% 0.09% 237 -19,045 -14.73% Q4 2025 Feb 02, 2026
Callan Family Office, LLC History Added to 108,904 5,541 0.12% 0.11% 238 +46,383 74.19% Q4 2025 Feb 12, 2026
Lynch Asset Management, Inc. History Reduced 108,350 5,512 1.73% 1.93% 239 -350 -0.32% Q4 2025 Jan 23, 2026
IMC-Chicago, LLC History Reduced 107,215 5,455 0.0% 0.01% 240 -175,955 -62.14% Q4 2025 Jan 29, 2026
Bulltick Wealth Management, LLC History Reduced 105,742 5,380 1.14% 2.07% 242 -52,146 -33.03% Q4 2025 Feb 17, 2026
HEADINVEST, LLC History Reduced 105,748 5,380 1.07% 1.3% 241 -7,316 -6.47% Q4 2025 Feb 02, 2026
FIDUCIARY TRUST CO History Reduced 104,475 5,315 0.06% 0.08% 243 -18,840 -15.28% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 100,685 5,122 0.06% 0.05% 244 +45,955 83.97% Q4 2025 Jan 29, 2026
Schonfeld Strategic Advisors LLC History Reduced 100,500 5,113 0.02% 0.21% 245 -557,519 -84.73% Q4 2025 Feb 17, 2026
Greenfield Seitz Capital Management, LLC History Added to 100,378 5,107 1.68% 1.73% 246 +3,418 3.53% Q4 2025 Feb 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 100,155 5,095 0.11% — 247 +100,155 New Q4 2025 Feb 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 99,620 5,068 0.12% 0.16% 248 -14,132 -12.42% Q4 2025 Feb 03, 2026
Aperture Investors, LLC History No change 99,121 5,043 0.58% 0.75% 249 0 0.0% Q4 2025 Feb 17, 2026
Teamwork Financial Advisors, LLC History Added to 98,666 5,020 0.51% 0.17% 250 +69,120 233.94% Q4 2025 Jan 09, 2026
Brooklyn Investment Group History Added to 96,832 4,983 0.23% 0.31% 251 +63,580 191.21% Q4 2025 Feb 12, 2026
Round Hill Asset Management History Added to 97,660 4,968 3.13% 2.77% 252 +21,935 28.97% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 94,683 4,817 0.15% 0.15% 253 +10,341 12.26% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 94,126 4,789 0.16% 0.3% 254 -65,681 -41.1% Q4 2025 Feb 13, 2026
Biondo Investment Advisors, LLC History Reduced 93,371 4,750 0.57% 0.68% 255 -5,119 -5.2% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 92,956 4,729 0.01% 0.01% 256 -7,788 -7.73% Q4 2025 Feb 12, 2026
XXEC, Inc. History Reduced 92,835 4,723 4.72% 4.63% 257 -6,240 -6.3% Q4 2025 Mar 05, 2026
NICHOLAS COMPANY, INC. History No change 90,890 4,624 0.08% 0.09% 258 0 0.0% Q4 2025 Feb 04, 2026
Banco Santander, S.A. History New 90,564 4,607 0.03% — 259 +90,564 New Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 89,729 4,562 0.01% 0.02% 260 -129,455 -59.06% Q4 2025 Feb 10, 2026
Korea Investment CORP History Added to 89,531 4,555 0.01% 0.01% 261 +13,391 17.59% Q4 2025 Feb 13, 2026
Capital International, Inc./CA/ History Reduced 87,935 4,474 0.04% 0.1% 262 -145,643 -62.35% Q4 2025 Feb 11, 2026
Fortis Group Advisors, LLC History Added to 75,204 4,469 0.75% 0.11% 263 +62,771 504.87% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 86,172 4,465 0.02% 0.02% 264 +20,200 30.62% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 87,770 4,465 0.02% 0.02% 265 +4,672 5.62% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 87,224 4,437 0.03% 0.05% 266 -39,114 -30.96% Q4 2025 Feb 12, 2026
BANQUE PICTET & CIE SA History Added to 86,648 4,408 0.03% 0.02% 267 +35,142 68.23% Q4 2025 Jan 16, 2026
Lester Murray Antman dba SimplyRich History Added to 86,247 4,388 1.15% 1.27% 268 +1,626 1.92% Q4 2025 Jan 23, 2026
NewEdge Advisors, LLC History Added to 86,011 4,376 0.02% 0.02% 269 +2,234 2.67% Q4 2025 Feb 18, 2026
Cavalier Investments, LLC History Added to 85,049 4,327 0.22% 0.16% 270 +43,512 104.75% Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Added to 84,544 4,301 0.08% 0.04% 271 +51,743 157.75% Q4 2025 Feb 13, 2026
TODD ASSET MANAGEMENT LLC History Added to 83,329 4,239 0.08% 0.07% 272 +21,957 35.78% Q4 2025 Feb 09, 2026
MARIETTA INVESTMENT PARTNERS LLC History Reduced 82,999 4,222 0.84% 1.06% 273 -16,311 -16.42% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Reduced 82,964 4,221 0.12% 0.16% 274 -2,730 -3.19% Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 82,740 4,210 0.03% 0.03% 275 +21,800 35.77% Q4 2025 Jan 29, 2026
MARATHON CAPITAL MANAGEMENT History Added to 82,705 4,208 0.91% 0.73% 276 +25,230 43.9% Q4 2025 Jan 29, 2026
EASTERN BANK History Reduced 82,377 4,191 0.07% 0.09% 277 -8,891 -9.74% Q4 2025 Jan 14, 2026
Jefferies Financial Group Inc. History Added to 82,112 4,177 0.02% 0.01% 278 +31,681 62.82% Q4 2025 Feb 09, 2026
Brookmont Capital Management History Added to 78,859 4,012 2.32% 2.43% 279 +1 0.0% Q4 2025 Feb 10, 2026
ST GERMAIN D J CO INC History Reduced 78,533 3,995 0.16% 0.18% 280 -808 -1.02% Q4 2025 Jan 29, 2026
Kanen Wealth Management LLC History New 75,500 3,955 1.2% — 281 +75,500 New Q4 2025 Feb 18, 2026
CWA Asset Management Group, LLC History Added to 76,993 3,917 0.14% 0.07% 282 +43,793 131.91% Q4 2025 Jan 07, 2026
M&T BANK CORP History Reduced 76,319 3,883 0.01% 0.01% 283 -2,465 -3.13% Q4 2025 Jan 30, 2026
Intesa Sanpaolo Wealth Management History New 75,600 3,846 0.8% — 284 +75,600 New Q4 2025 Feb 12, 2026
Borer Denton & Associates, Inc. History Reduced 75,532 3,843 1.3% 1.51% 285 -6,687 -8.13% Q4 2025 Feb 13, 2026
Sivik Global Healthcare LLC History New 75,000 3,816 1.11% — 286 +75,000 New Q4 2025 Jan 21, 2026
Quantitative Investment Management, LLC History Reduced 74,969 3,814 0.37% 1.53% 287 -123,730 -62.27% Q4 2025 Feb 17, 2026
Ipswich Investment Management Co., Inc. History Reduced 73,898 3,759 0.87% 0.97% 288 -1,097 -1.46% Q4 2025 Jan 16, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 73,851 3,757 0.14% 0.16% 289 -3,347 -4.34% Q4 2025 Jan 28, 2026
Nilsine Partners, LLC History Added to 73,651 3,747 0.32% 0.37% 290 +97 0.13% Q4 2025 Jan 15, 2026
Capital Investment Counsel, LLC History New 73,253 3,727 0.52% — 291 +73,253 New Q4 2025 Feb 02, 2026
Rathbones Group PLC History Added to 73,138 3,721 0.01% 0.01% 292 +32,270 78.96% Q4 2025 Feb 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 73,091 3,719 0.05% 0.07% 293 -25,083 -25.55% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Reduced 73,101 3,719 0.04% 0.07% 294 -9,036 -11.0% Q4 2025 Jan 23, 2026
Americana Partners, LLC History Added to 70,807 3,602 0.1% 0.1% 295 +12,464 21.36% Q4 2025 Feb 06, 2026
Strategic Planning, Inc. History New 70,653 3,594 1.94% — 296 +70,653 New Q4 2025 Feb 18, 2026
PINNACLE ASSOCIATES LTD History Added to 70,491 3,586 0.05% 0.04% 297 +19,469 38.16% Q4 2025 Feb 05, 2026
Third View Private Wealth, LLC History New 70,075 3,565 0.48% — 298 +70,075 New Q4 2025 Jan 23, 2026
Hara Capital LLC History Added to 69,954 3,559 1.98% 1.52% 299 +23,537 50.71% Q4 2025 Jan 15, 2026
NewEdge Wealth, LLC History Reduced 69,766 3,549 0.04% 0.05% 300 -2,476 -3.43% Q4 2025 Feb 03, 2026
Lafayette Investments, Inc. History Added to 69,138 3,517 0.66% 0.73% 301 +293 0.43% Q4 2025 Feb 04, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 68,937 3,507 0.25% 0.26% 302 -1,112 -1.59% Q4 2025 Jan 14, 2026
Guardian Partners Inc. History Reduced 74,540 3,505 0.28% 0.67% 303 -59,823 -44.52% Q4 2025 Feb 17, 2026
BLKBRD Asset Management, LP History Reduced 67,544 3,436 4.62% 4.31% 304 -211,470 -75.79% Q4 2025 Feb 17, 2026
Avidity Partners Management LP History New 67,300 3,424 0.99% — 305 +67,300 New Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 67,208 3,419 0.06% 0.05% 306 +18,833 38.93% Q4 2025 Jan 16, 2026
Mengis Capital Management, Inc. History Added to 66,694 3,393 0.6% 0.18% 307 +50,154 303.23% Q4 2025 Mar 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 66,465 3,382 0.05% 0.05% 308 +9,039 15.74% Q4 2025 Feb 09, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 65,646 3,340 0.33% 0.36% 309 +479 0.74% Q4 2025 Jan 21, 2026
Atwater Malick LLC History Reduced 64,886 3,301 0.91% 1.15% 310 -6,561 -9.18% Q4 2025 Jan 23, 2026
EagleClaw Capital Managment, LLC History Added to 64,650 3,289 0.48% 0.5% 311 +500 0.78% Q4 2025 Feb 10, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 63,763 3,244 0.44% 0.22% 312 +35,381 124.66% Q4 2025 Feb 12, 2026
TD Waterhouse Canada Inc. History Reduced 63,446 3,228 0.02% 0.03% 313 -6,018 -8.66% Q4 2025 Jan 27, 2026
HRT FINANCIAL LP History Reduced 63,378 3,224 0.01% 0.05% 314 -177,658 -73.71% Q4 2025 Feb 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 63,246 3,218 0.05% 0.06% 315 -1,846 -2.84% Q4 2025 Feb 10, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Added to 62,759 3,193 1.44% 1.7% 316 +2,915 4.87% Q4 2025 Feb 10, 2026
Bleakley Financial Group, LLC History Added to 62,543 3,182 0.06% 0.08% 317 +1,221 1.99% Q4 2025 Feb 09, 2026
Eastover Investment Advisors LLC History Added to 62,453 3,177 1.4% 1.44% 318 +2,642 4.42% Q4 2025 Jan 12, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 62,252 3,167 0.76% 0.76% 319 +6,760 12.18% Q4 2025 Jan 20, 2026
CMT Capital Markets Trading GmbH History Added to 62,226 3,166 0.03% 0.03% 320 +2,937 4.95% Q4 2025 Feb 20, 2026
Boston Common Asset Management, LLC History Reduced 61,958 3,152 0.16% 0.56% 321 -305,242 -83.13% Q4 2025 Jan 15, 2026
SIGNATUREFD, LLC History Reduced 61,241 3,115 0.05% 0.06% 322 -4,506 -6.85% Q4 2025 Jan 20, 2026
Peloton Wealth Strategists History Added to 61,180 3,113 1.21% 0.8% 323 +24,300 65.89% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Added to 60,830 3,095 0.05% 0.05% 324 +6,093 11.13% Q4 2025 Jan 22, 2026
Snowden Capital Advisors LLC History Added to 60,555 3,081 0.08% 0.06% 325 +22,721 60.05% Q4 2025 Feb 17, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 59,444 3,059 0.08% 0.02% 326 +45,785 335.2% Q4 2025 Jan 28, 2026
Beutel, Goodman & Co Ltd. History Reduced 60,013 3,053 0.02% 0.02% 327 -3,425 -5.4% Q4 2025 Feb 13, 2026
WENDELL DAVID ASSOCIATES INC History Reduced 59,793 3,042 0.31% 0.36% 328 -6,054 -9.19% Q4 2025 Jan 30, 2026
FourThought Financial Partners, LLC History Reduced 59,691 3,037 0.26% 0.31% 329 -2,856 -4.57% Q4 2025 Feb 06, 2026
FACTORY MUTUAL INSURANCE CO History No change 59,614 3,033 0.03% 0.03% 330 0 0.0% Q4 2025 Jan 23, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 59,095 3,006 0.74% 0.78% 331 +4,212 7.67% Q4 2025 Jan 23, 2026
Crossmark Global Holdings, Inc. History Added to 58,905 2,997 0.04% 0.05% 332 +1,540 2.68% Q4 2025 Feb 03, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 58,739 2,988 0.05% 0.08% 333 -14,443 -19.74% Q4 2025 Jan 23, 2026
SSA SWISS ADVISORS AG History Reduced 58,536 2,981 1.39% 1.55% 334 -1,365 -2.28% Q4 2025 Feb 26, 2026
BENNETT SELBY INVESTMENTS LP History Added to 58,427 2,972 0.96% 1.02% 335 +2,731 4.9% Q4 2025 Jan 08, 2026
BANK HAPOALIM BM History Added to 57,570 2,929 0.25% 0.22% 336 +24,940 76.43% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 57,540 2,927 0.04% 0.04% 337 -1,061 -1.81% Q4 2025 Jan 21, 2026
Allen Capital Group, LLC History Reduced 57,464 2,923 0.27% 0.3% 338 -820 -1.41% Q4 2025 Feb 09, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 56,963 2,898 1.05% 1.1% 339 +7,685 15.6% Q4 2025 Jan 26, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 56,916 2,895 0.85% 0.99% 340 -490 -0.85% Q4 2025 Jan 21, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 56,480 2,873 1.52% 1.8% 341 -18,121 -24.29% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 56,080 2,853 0.0% 0.0% 342 -1,302 -2.27% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 55,552 2,826 0.04% 0.04% 343 +8,722 18.62% Q4 2025 Feb 13, 2026
Motley Fool Wealth Management, LLC History Reduced 55,362 2,816 0.22% 0.25% 344 -11,785 -17.55% Q4 2025 Feb 11, 2026
Belvedere Trading LLC History New 54,966 2,796 0.0% — 345 +54,966 New Q4 2025 Feb 10, 2026
RKL Wealth Management LLC History Reduced 54,311 2,763 0.23% 0.38% 346 -25,192 -31.69% Q4 2025 Feb 12, 2026
Campbell & CO Investment Adviser LLC History Added to 53,853 2,740 0.13% 0.08% 347 +33,850 169.22% Q4 2025 Feb 12, 2026
Autumn Glory Partners, LLC History Added to 53,634 2,728 0.96% 1.1% 348 +5,552 11.55% Q4 2025 Jan 27, 2026
Advisory Services Network, LLC History Reduced 53,385 2,716 0.04% 0.08% 349 -45,465 -45.99% Q4 2025 Feb 17, 2026
DIADEMA PARTNERS LP History Reduced 53,100 2,701 0.47% 1.77% 350 -71,900 -57.52% Q4 2025 Feb 17, 2026
Eukles Asset Management History No change 52,933 2,693 1.05% 1.14% 351 0 0.0% Q4 2025 Feb 09, 2026
Dynamic Advisor Solutions LLC History Added to 52,856 2,689 0.09% 0.05% 352 +21,767 70.02% Q4 2025 Jan 09, 2026
Tidal Investments LLC History Reduced 51,187 2,604 0.01% 0.01% 353 -3,627 -6.62% Q4 2025 Feb 13, 2026
OLD NATIONAL BANCORP /IN/ History Added to 50,785 2,583 0.04% 0.01% 354 +38,631 317.85% Q4 2025 Jan 28, 2026
GROUP ONE TRADING LLC History Reduced 50,274 2,557 0.0% 0.02% 355 -128,309 -71.85% Q4 2025 Feb 12, 2026
Havemeyer Place LP History New 50,223 2,555 0.5% — 356 +50,223 New Q4 2025 Feb 11, 2026
BANK OF NOVA SCOTIA History Added to 50,227 2,554 0.0% 0.0% 357 +20,793 70.64% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 50,211 2,554 0.01% 0.01% 358 -6,806 -11.94% Q4 2025 Jan 30, 2026
Loudon Investment Management, LLC History Reduced 50,183 2,553 1.33% 1.61% 359 -5,198 -9.39% Q4 2025 Feb 12, 2026
Truffle Hound Capital, LLC History No change 50,000 2,544 0.66% 0.78% 360 0 0.0% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 49,990 2,543 0.01% 0.01% 361 +2,068 4.32% Q4 2025 Feb 13, 2026
Auxano Advisors, LLC History Added to 49,904 2,539 0.5% 0.55% 362 +3,064 6.54% Q4 2025 Feb 06, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 49,800 2,533 0.57% 0.66% 363 0 0.0% Q4 2025 Feb 11, 2026
BFSG, LLC History Reduced 49,290 2,507 0.24% 0.67% 364 -74,674 -60.24% Q4 2025 Jan 22, 2026
Henry James International Management Inc. History Reduced 49,201 2,503 0.79% 0.84% 365 -9 -0.02% Q4 2025 Feb 17, 2026
Tevis Investment Management History No change 44,700 2,480 1.49% 1.49% 366 0 0.0% Q4 2025 Feb 02, 2026
Mutual Advisors, LLC History Added to 48,523 2,468 0.05% 0.06% 367 +933 1.96% Q4 2025 Feb 02, 2026
1832 Asset Management L.P. History New 48,375 2,461 0.0% — 368 +48,375 New Q4 2025 Feb 13, 2026
Wilson & Boucher Capital Management, LLC History Reduced 48,038 2,444 1.6% 1.87% 369 -3,115 -6.09% Q4 2025 Feb 05, 2026
Sawyer & Company, Inc History Reduced 47,573 2,420 0.86% 1.48% 370 -9,120 -16.09% Q4 2025 Feb 02, 2026
Rodgers Brothers Inc. History New 47,350 2,409 0.29% — 371 +47,350 New Q4 2025 Feb 13, 2026
EQUITABLE TRUST CO History Reduced 47,310 2,407 0.11% 0.12% 372 -793 -1.65% Q4 2025 Feb 02, 2026
SouthState Bank Corp History Reduced 47,013 2,392 0.11% 0.12% 373 -801 -1.68% Q4 2025 Feb 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 46,688 2,375 0.03% 0.04% 374 -1,327 -2.76% Q4 2025 Feb 12, 2026
Capital Research Global Investors History Reduced 46,323 2,372 0.0% 0.0% 375 -2,903 -5.9% Q4 2025 Feb 11, 2026
Meridian Wealth Management, LLC History Added to 46,335 2,357 0.08% 0.03% 376 +33,666 265.74% Q4 2025 Feb 04, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 38,849 2,357 0.03% 0.02% 377 0 0.0% Q4 2025 Jan 21, 2026
Ethic Inc. History Reduced 46,270 2,354 0.04% 0.06% 379 -22,884 -33.09% Q4 2025 Feb 03, 2026
BLAIR WILLIAM & CO/IL History Added to 46,270 2,354 0.01% 0.01% 378 +9,982 27.51% Q4 2025 Feb 17, 2026
SENTINEL TRUST CO LBA History No change 46,238 2,353 0.23% 0.26% 380 0 0.0% Q4 2025 Jan 29, 2026
Portside Wealth Group, LLC History Reduced 46,237 2,352 0.32% 0.38% 381 -3,178 -6.43% Q4 2025 Jan 21, 2026
WealthTrust Axiom LLC History Added to 46,063 2,343 0.6% 0.53% 382 +10,073 27.99% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 46,048 2,342 0.0% 0.01% 383 -28,461 -38.2% Q4 2025 Feb 17, 2026
Financial Gravity Asset Management, Inc. History Added to 46,020 2,341 0.45% 0.43% 384 +7,132 18.34% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Added to 45,631 2,321 0.01% 0.01% 385 +5,396 13.41% Q4 2025 Jan 29, 2026
PARK AVENUE SECURITIES LLC History Reduced 45,335 2,307 0.02% 0.03% 386 -19,852 -30.45% Q4 2025 Jan 05, 2026
Cardinal Capital Management History Reduced 45,310 2,305 0.31% 0.39% 387 -5,318 -10.5% Q4 2025 Jan 30, 2026
Coppell Advisory Solutions LLC History Added to 44,997 2,304 0.23% 0.21% 388 +8,530 23.39% Q4 2025 Feb 17, 2026
Compagnie Lombard Odier SCmA History Reduced 45,160 2,297 0.02% 0.03% 389 -675 -1.47% Q4 2025 Jan 16, 2026
Aurora Investment Counsel History Added to 44,385 2,258 1.19% 1.12% 390 +5,706 14.75% Q4 2025 Feb 13, 2026
ICW Investment Advisors LLC History Reduced 44,340 2,256 0.82% 0.89% 391 -235 -0.53% Q4 2025 Feb 09, 2026
Equitable Holdings, Inc. History Reduced 44,289 2,253 0.02% 0.02% 392 -4,649 -9.5% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 44,097 2,243 0.05% 0.07% 393 -5,208 -10.56% Q4 2025 Jan 28, 2026
Sterling Capital Management LLC History Added to 43,772 2,227 0.04% 0.03% 394 +3,664 9.14% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Reduced 43,718 2,224 0.04% 0.05% 395 -2,142 -4.67% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Added to 43,039 2,189 0.02% 0.01% 396 +22,844 113.12% Q4 2025 Jan 26, 2026
Beverly Hills Private Wealth, LLC History Reduced 42,981 2,186 0.37% 0.45% 397 -2,920 -6.36% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 42,697 2,172 0.03% 0.03% 399 -2,476 -5.48% Q4 2025 Feb 09, 2026
MAI Capital Management History Reduced 42,696 2,172 0.01% 0.01% 398 -564 -1.3% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 42,160 2,145 0.01% 0.01% 400 +978 2.37% Q4 2025 Feb 02, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 42,100 2,142 0.16% 0.09% 401 +18,775 80.49% Q4 2025 Jan 23, 2026
Ravenswood Partners LP History Added to 41,825 2,128 0.71% 0.71% 402 +1,221 3.01% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Reduced 41,663 2,119 0.02% 0.02% 403 -4,960 -10.64% Q4 2025 Feb 18, 2026
Stratos Wealth Partners, LTD. History Added to 41,591 2,116 0.02% 0.02% 404 +5,064 13.86% Q4 2025 Jan 20, 2026
Brooklands Fund Management Ltd History New 35,470 2,107 0.99% — 405 +35,470 New Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 41,046 2,088 0.08% 0.1% 406 -1,603 -3.76% Q4 2025 Feb 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 40,911 2,081 0.03% 0.03% 407 -105 -0.26% Q4 2025 Jan 22, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 40,429 2,057 0.01% 0.01% 408 -1,056 -2.55% Q4 2025 Feb 06, 2026
Destination Wealth Management History Reduced 40,183 2,044 0.05% 0.06% 409 -1,657 -3.96% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 40,020 2,036 0.0% 0.0% 410 -16,913 -29.71% Q4 2025 Feb 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 40,000 2,035 0.0% — 411 +40,000 New Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 39,747 2,022 0.09% 0.07% 412 +13,181 49.62% Q4 2025 Feb 13, 2026
Harbour Trust & Investment Management Co History Reduced 39,696 2,019 0.21% 0.58% 413 -61,866 -60.91% Q4 2025 Jan 28, 2026
Greenline Partners, LLC History New 39,476 2,008 0.23% — 414 +39,476 New Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 39,408 2,005 0.01% 0.01% 415 +5,991 17.93% Q4 2025 Feb 03, 2026
PINNBROOK CAPITAL MANAGEMENT LP History New 39,141 1,991 0.28% — 416 +39,141 New Q4 2025 Feb 06, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 38,985 1,983 0.63% 0.2% 417 +27,900 251.69% Q4 2025 Feb 12, 2026
Independent Advisor Alliance History Added to 38,789 1,973 0.05% 0.05% 418 +844 2.22% Q4 2025 Feb 04, 2026
Ted Buchan & Co History Added to 38,539 1,960 0.72% 0.6% 419 +11,036 40.13% Q4 2025 Feb 11, 2026
RFG Advisory, LLC History Reduced 37,988 1,932 0.04% 0.06% 420 -15,980 -29.61% Q4 2025 Feb 03, 2026
Torrey Growth & Income Advisors History Added to 37,893 1,927 0.67% 0.08% 421 +32,992 673.17% Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History Added to 37,553 1,910 0.11% 0.11% 422 +4,721 14.38% Q4 2025 Feb 03, 2026
Rare Wolf Capital LLC History New 37,465 1,906 1.19% — 423 +37,465 New Q4 2025 Feb 19, 2026
EP Wealth Advisors, LLC History New 37,248 1,895 0.01% — 424 +37,248 New Q4 2025 Feb 18, 2026
BOSTON FAMILY OFFICE LLC History Added to 37,120 1,889 0.12% 0.13% 425 +1,447 4.06% Q4 2025 Feb 13, 2026
Norman Fields, Gottscho Capital Management, LLC History Reduced 36,937 1,879 0.61% 0.8% 426 -8,200 -18.17% Q4 2025 Jan 07, 2026
RWA WEALTH PARTNERS, LLC History Reduced 36,710 1,867 0.02% 0.12% 427 -157,221 -81.07% Q4 2025 Feb 12, 2026
XTX Topco Ltd History Added to 36,518 1,858 0.05% 0.02% 428 +29,643 431.17% Q4 2025 Feb 17, 2026
Roundview Capital LLC History Reduced 36,404 1,852 0.11% 0.14% 429 -2,776 -7.09% Q4 2025 Feb 09, 2026
GARRISON POINT ADVISORS, LLC History No change 36,268 1,845 0.82% 0.84% 430 0 0.0% Q4 2025 Feb 13, 2026
Choate Investment Advisors History Reduced 36,221 1,842 0.04% 0.14% 431 -84,348 -69.96% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Added to 36,039 1,833 0.01% 0.01% 432 +10,661 42.01% Q4 2025 Feb 18, 2026
Three Bridge Wealth Advisors, LLC History Added to 35,871 1,825 0.48% 0.47% 433 +3,110 9.49% Q4 2025 Feb 10, 2026
Burkett Asset Management Ltd History New 35,835 1,823 1.84% — 435 +35,835 New Q4 2025 Feb 12, 2026
A. D. Beadell Investment Counsel, Inc. History Added to 35,833 1,823 1.18% 1.29% 434 +1,605 4.69% Q4 2025 Jan 14, 2026
Cresset Asset Management, LLC History Added to 35,536 1,808 0.01% 0.01% 436 +3,222 9.97% Q4 2025 Feb 17, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 35,527 1,807 0.38% 0.43% 437 -237 -0.66% Q4 2025 Jan 27, 2026
Vise Technologies, Inc. History Added to 35,214 1,791 0.04% 0.06% 438 +8,485 31.74% Q4 2025 Feb 11, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 35,064 1,784 0.11% 0.13% 439 -1,459 -3.99% Q4 2025 Jan 21, 2026
JCIC Asset Management Inc. History Reduced 35,014 1,781 0.54% 0.63% 440 -1,085 -3.01% Q4 2025 Jan 22, 2026
Lighthouse Investment Partners, LLC History Reduced 35,000 1,780 0.05% 0.2% 442 -83,000 -70.34% Q4 2025 Feb 17, 2026
SIG BROKERAGE, LP History Reduced 35,000 1,780 0.06% 0.13% 441 -45,486 -56.51% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 34,940 1,777 0.0% 0.0% 443 +5,645 19.27% Q4 2025 Feb 12, 2026
GREENLEAF TRUST History Added to 34,504 1,755 0.02% 0.02% 444 +473 1.39% Q4 2025 Jan 21, 2026
Dorsey & Whitney Trust CO LLC History Added to 34,369 1,748 0.09% 0.08% 445 +5,500 19.05% Q4 2025 Feb 11, 2026
Advisors Asset Management, Inc. History Reduced 34,255 1,742 0.03% 0.04% 446 -8,880 -20.59% Q4 2025 Feb 12, 2026
ROMANO BROTHERS AND COMPANY History Added to 34,236 1,741 0.2% 0.03% 447 +29,978 704.04% Q4 2025 Jan 14, 2026
ALLEN WEALTH MANAGEMENT, LLC History Added to 34,151 1,737 1.05% 1.16% 448 +3,246 10.5% Q4 2025 Jan 23, 2026
BENJAMIN EDWARDS INC History Added to 33,901 1,724 0.02% 0.02% 449 +4,547 15.49% Q4 2025 Feb 02, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 33,848 1,722 0.34% 0.39% 450 -784 -2.26% Q4 2025 Jan 16, 2026
Global Retirement Partners, LLC History Added to 33,703 1,714 0.03% 0.02% 451 +19,863 143.52% Q4 2025 Feb 06, 2026
Venturi Wealth Management, LLC History Added to 33,373 1,697 0.08% 0.08% 452 +1,265 3.94% Q4 2025 Jan 22, 2026
Savvy Advisors, Inc. History Reduced 33,327 1,695 0.05% 0.12% 453 -15,497 -31.74% Q4 2025 Jan 20, 2026
PRINCIPAL SECURITIES, INC. History Added to 33,265 1,692 0.03% 0.03% 454 +646 1.98% Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Added to 34,691 1,684 0.04% 0.02% 455 +17,653 103.61% Q4 2025 Feb 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 32,921 1,675 0.0% 0.01% 456 -2,337 -6.63% Q4 2025 Feb 10, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 32,672 1,662 0.12% 0.11% 457 +7,345 29.0% Q4 2025 Feb 04, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 32,510 1,654 0.06% 0.05% 458 +13,033 66.91% Q4 2025 Feb 13, 2026
Sepio Capital, LP History Reduced 32,508 1,654 0.09% 0.11% 459 -1,079 -3.21% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Added to 32,285 1,642 0.01% 0.01% 460 +2,892 9.84% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History Reduced 32,196 1,638 0.05% 0.09% 461 -8,925 -21.7% Q4 2025 Feb 13, 2026
Naviter Wealth, LLC History Reduced 32,131 1,634 0.21% 0.29% 462 -12,419 -27.88% Q4 2025 Jan 21, 2026
Y-Intercept (Hong Kong) Ltd History Added to 31,886 1,622 0.04% 0.03% 463 +10,641 50.09% Q4 2025 Feb 13, 2026
Manhattan West Asset Management, LLC History Reduced 31,811 1,618 0.33% 0.47% 464 -8,558 -21.2% Q4 2025 Feb 02, 2026
Marshall Financial Group, LLC History Added to 31,689 1,612 0.31% 0.04% 465 +27,782 711.08% Q4 2025 Jan 09, 2026
Allspring Global Investments Holdings, LLC History Reduced 30,744 1,610 0.0% 0.01% 466 -56,238 -64.65% Q4 2025 Jan 15, 2026
Acumen Wealth Advisors, LLC History New 31,601 1,607 0.46% — 467 +31,601 New Q4 2025 Feb 13, 2026
CHANNING GLOBAL ADVISORS, LLC History Added to 31,526 1,604 1.03% 0.92% 469 +7,650 32.04% Q4 2025 Feb 10, 2026
Cox Capital Mgt LLC History Added to 26,900 1,604 1.0% 0.91% 468 +1,768 7.03% Q4 2025 Jan 14, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 31,509 1,603 0.22% 0.24% 470 -1,122 -3.44% Q4 2025 Jan 20, 2026
COMMONS CAPITAL, LLC History Added to 31,500 1,602 1.07% 1.08% 471 +1,500 5.0% Q4 2025 Jan 05, 2026
Voleon Capital Management LP History New 31,433 1,599 0.03% — 472 +31,433 New Q4 2025 Feb 17, 2026
DGS Capital Management, LLC History Added to 31,381 1,596 0.27% 0.3% 473 +2,039 6.95% Q4 2025 Feb 24, 2026
Pinnacle Financial Partners, Inc. History New 30,883 1,571 0.01% — 475 +30,883 New Q4 2025 Feb 18, 2026
Global X Japan Co., Ltd. History Added to 30,893 1,571 0.12% 0.1% 474 +10,091 48.51% Q4 2025 Jan 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 30,626 1,558 0.05% 0.05% 476 +4,721 18.22% Q4 2025 Jan 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 30,342 1,543 0.02% 0.02% 477 +8,795 40.82% Q4 2025 Jan 29, 2026
Compound Planning, Inc. History Added to 30,337 1,543 0.05% 0.05% 478 +2,294 8.18% Q4 2025 Feb 19, 2026
Clean Yield Group History No change 30,141 1,533 0.43% 0.47% 479 0 0.0% Q4 2025 Jan 26, 2026
Frank, Rimerman Advisors LLC History Added to 30,069 1,529 0.1% 0.08% 480 +8,403 38.78% Q4 2025 Jan 15, 2026
HB Wealth Management, LLC History Reduced 29,959 1,524 0.01% 0.01% 481 -2,595 -7.97% Q4 2025 Jan 28, 2026
STEPHENS INC /AR/ History Added to 29,946 1,523 0.02% 0.02% 482 +4,818 19.17% Q4 2025 Feb 05, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Added to 29,800 1,516 0.18% 0.13% 483 +10,019 50.65% Q4 2025 Jan 29, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 29,755 1,513 0.13% 0.16% 484 -1,877 -5.93% Q4 2025 Feb 09, 2026
INGALLS & SNYDER LLC History Reduced 29,478 1,500 0.06% 0.08% 485 -17,246 -36.91% Q4 2025 Feb 13, 2026
Karani Asset Management LLC History Reduced 29,340 1,492 1.22% 1.64% 486 -7,669 -20.72% Q4 2025 Feb 17, 2026
Aureus Asset Management, LLC History Reduced 29,304 1,490 0.09% 0.11% 487 -433 -1.46% Q4 2025 Feb 17, 2026
Strive Financial Group ,LLC History New 29,189 1,485 0.74% — 488 +29,189 New Q4 2025 Feb 18, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 29,016 1,476 0.07% 0.09% 489 -1,609 -5.25% Q4 2025 Feb 11, 2026
REGIONS FINANCIAL CORP History Added to 29,003 1,475 0.01% 0.01% 491 +9,150 46.09% Q4 2025 Jan 27, 2026
GRACE & WHITE INC /NY History No change 29,000 1,475 0.26% 0.28% 490 0 0.0% Q4 2025 Jan 26, 2026
Forum Financial Management, LP History Reduced 28,571 1,453 0.02% 0.02% 492 -23 -0.08% Q4 2025 Jan 27, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 27,950 1,422 0.05% 0.06% 493 0 0.0% Q4 2025 Feb 05, 2026
Ballentine Partners, LLC History Reduced 27,892 1,419 0.02% 0.02% 494 -907 -3.15% Q4 2025 Feb 03, 2026
Advisory Resource Group History Added to 27,523 1,400 0.25% 0.22% 495 +5,007 22.24% Q4 2025 Feb 12, 2026
BAMCO INC /NY/ History Added to 27,426 1,395 0.0% 0.0% 496 +5,985 27.91% Q4 2025 Feb 17, 2026
Fortune Financial Advisors, LLC History Reduced 27,127 1,380 0.93% 1.23% 497 -2,434 -8.23% Q4 2025 Jan 23, 2026
Union Heritage Capital, LLC History Reduced 27,073 1,377 0.47% 0.68% 498 -10,455 -27.86% Q4 2025 Feb 13, 2026
BURNEY CO/ History New 27,010 1,374 0.04% — 499 +27,010 New Q4 2025 Jan 23, 2026
Chicago Partners Investment Group LLC History Added to 22,072 1,374 0.03% 0.03% 500 +1,686 8.27% Q4 2025 Jan 28, 2026
IFP Advisors, Inc History Added to 26,917 1,369 0.03% 0.02% 502 +13,208 96.35% Q4 2025 Feb 06, 2026
Harrington Investments, INC History Added to 26,919 1,369 0.69% 0.71% 501 +1,165 4.52% Q4 2025 Jan 13, 2026
Virtu Financial LLC History Reduced 26,795 1,363 0.05% 0.11% 503 -7,517 -21.91% Q4 2025 Feb 23, 2026
Abacus Wealth Partners, LLC History New 26,665 1,356 0.13% — 504 +26,665 New Q4 2025 Feb 05, 2026
FORA Capital, LLC History Reduced 19,726 1,346 0.16% 0.22% 505 -2,611 -11.69% Q4 2025 Feb 13, 2026
ROBERTS GLORE & CO INC /IL/ History Reduced 26,148 1,330 0.35% 0.41% 506 -668 -2.49% Q4 2025 Feb 05, 2026
Teewinot Capital Advisers, L.L.C. History No change 26,125 1,329 0.1% 0.11% 507 0 0.0% Q4 2025 Feb 17, 2026
Qtron Investments LLC History Reduced 26,006 1,323 0.17% 0.19% 508 -1,663 -6.01% Q4 2025 Feb 12, 2026
TRUST CO OF VERMONT History Added to 25,899 1,317 0.05% 0.06% 509 +288 1.12% Q4 2025 Jan 16, 2026
GC Wealth Management RIA, LLC History Added to 25,533 1,299 0.05% 0.04% 510 +5,266 25.98% Q4 2025 Jan 30, 2026
Bangor Savings Bank History Reduced 25,516 1,298 0.1% 0.13% 511 -2,455 -8.78% Q4 2025 Jan 16, 2026
SBI Securities Co., Ltd. History Added to 25,499 1,297 0.03% 0.04% 512 +615 2.47% Q4 2025 Feb 03, 2026
FOREFRONT WEALTH MANAGEMENT INC. History New 25,451 1,294 0.93% — 513 +25,451 New Q4 2025 Jan 23, 2026
CHILTON INVESTMENT CO INC. History New 25,397 1,292 0.03% — 514 +25,397 New Q4 2025 Feb 17, 2026
Perfromance Wealth Partners, LLC History Reduced 25,409 1,292 0.04% 0.04% 515 -1,898 -6.95% Q4 2025 Jan 21, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 25,278 1,286 0.28% 0.44% 516 -8,170 -24.43% Q4 2025 Feb 02, 2026
GUARDCAP ASSET MANAGEMENT Ltd History Reduced 25,221 1,283 0.03% 0.03% 517 -114 -0.45% Q4 2025 Feb 10, 2026
DKRT Investments Corp. History No change 25,000 1,272 0.36% 0.33% 518 0 0.0% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 24,984 1,271 0.01% 0.02% 519 -4,189 -14.36% Q4 2025 Feb 13, 2026
Private Wealth Partners, LLC History Added to 24,950 1,269 0.09% 0.09% 520 +3,312 15.31% Q4 2025 Jan 27, 2026
Grey Ledge Advisors, LLC History Reduced 24,944 1,269 0.29% 0.32% 521 -148 -0.59% Q4 2025 Feb 05, 2026
Freestone Capital Holdings, LLC History Reduced 24,924 1,268 0.04% 0.1% 522 -32,133 -56.32% Q4 2025 Jan 23, 2026
SIT INVESTMENT ASSOCIATES INC History No change 24,650 1,254 1.54% 0.03% 523 0 0.0% Q4 2025 Feb 25, 2026
Runnymede Capital Advisors, Inc. History New 24,604 1,251 0.72% — 525 +24,604 New Q4 2025 Jan 21, 2026
Trivant Custom Portfolio Group, LLC History Added to 24,604 1,251 0.72% 0.68% 524 +608 2.53% Q4 2025 Jan 21, 2026
Union Bancaire Privee, UBP SA History Added to 28,590 1,247 0.01% 0.02% 526 +350 1.24% Q4 2025 Jan 05, 2026
CIBC Asset Management Inc History Reduced 24,487 1,245 0.0% 0.01% 527 -9,539 -28.03% Q4 2025 Feb 10, 2026
Icon Wealth Advisors, LLC History Reduced 24,527 1,235 0.08% 0.14% 528 -13,826 -36.05% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 24,048 1,231 0.0% — 529 +24,048 New Q4 2025 Feb 13, 2026
May Hill Capital, LLC History Added to 24,212 1,231 0.16% 0.14% 530 +15,808 188.1% Q4 2025 Feb 05, 2026
Penobscot Investment Management Company, Inc. History Reduced 24,005 1,221 0.09% 0.1% 531 -425 -1.74% Q4 2025 Jan 27, 2026
Avior Wealth Management, LLC History Added to 23,801 1,211 0.04% 0.04% 532 +1,465 6.56% Q4 2025 Jan 06, 2026
Rossmore Private Capital History Added to 23,700 1,205 0.11% 0.14% 533 +700 3.04% Q4 2025 Feb 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 20,131 1,200 0.06% 0.07% 534 -4,699 -18.92% Q4 2025 Feb 03, 2026
Hikari Tsushin, Inc. History No change 23,512 1,196 0.08% 0.09% 535 0 0.0% Q4 2025 Feb 12, 2026
Capital Group Private Client Services, Inc. History Reduced 23,237 1,182 0.02% 0.03% 536 -6,870 -22.82% Q4 2025 Feb 11, 2026
PROFUND ADVISORS LLC History Added to 23,210 1,180 0.04% 0.02% 537 +14,367 162.47% Q4 2025 Feb 06, 2026
Cinctive Capital Management LP History New 23,154 1,178 0.06% — 538 +23,154 New Q4 2025 Feb 17, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 23,036 1,172 0.07% 0.12% 539 -9,520 -29.24% Q4 2025 Jan 07, 2026
SeaCrest Wealth Management, LLC History Added to 20,703 1,171 0.12% 0.03% 540 +15,781 320.62% Q4 2025 Jan 12, 2026
NORDEN GROUP LLC History Reduced 23,001 1,170 0.11% 0.19% 541 -10,398 -31.13% Q4 2025 Jan 13, 2026
GeoWealth Management, LLC History Added to 22,974 1,168 0.04% 0.03% 542 +6,190 36.88% Q4 2025 Feb 17, 2026
NIA IMPACT ADVISORS, LLC History No change 22,900 1,165 0.39% 0.41% 543 0 0.0% Q4 2025 Feb 09, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 22,809 1,160 0.0% 0.0% 544 -10,964 -32.46% Q4 2025 Feb 13, 2026
First Growth Capital LLC History New 23,585 1,149 1.02% — 545 +23,585 New Q4 2025 Feb 19, 2026
IHT Wealth Management, LLC History Reduced 22,579 1,148 0.03% 0.04% 546 -2,871 -11.28% Q4 2025 Feb 17, 2026
Gordian Capital Singapore Pte Ltd History Added to 22,500 1,144 1.58% 0.98% 547 +9,500 73.08% Q4 2025 Feb 11, 2026
Aaron Wealth Advisors LLC History Added to 22,338 1,136 0.06% 0.05% 548 +6,107 37.63% Q4 2025 Jan 21, 2026
Headlands Technologies LLC History New 22,054 1,122 0.09% — 549 +22,054 New Q4 2025 Feb 13, 2026
Banque Cantonale Vaudoise History Added to 21,955 1,117 0.04% 0.04% 550 +1,971 9.86% Q4 2025 Feb 06, 2026
Belpointe Asset Management LLC History Added to 21,951 1,116 0.04% 0.04% 551 +3,761 20.68% Q4 2025 Jan 27, 2026
Intellectus Partners, LLC History Added to 21,908 1,114 0.22% 0.14% 552 +9,316 73.98% Q4 2025 Feb 10, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 21,870 1,112 0.18% 0.21% 553 +308 1.43% Q4 2025 Jan 22, 2026
HighPoint Advisor Group LLC History Added to 21,803 1,109 0.05% 0.05% 554 +1,889 9.49% Q4 2025 Feb 04, 2026
SAX WEALTH ADVISORS, LLC History Reduced 21,751 1,106 0.05% 0.07% 555 -124 -0.57% Q4 2025 Jan 12, 2026
PCM Encore, LLC History New 21,708 1,104 0.23% — 556 +21,708 New Q4 2025 Feb 13, 2026
PFG Investments, LLC History Added to 21,666 1,102 0.05% 0.04% 557 +7,973 58.23% Q4 2025 Jan 26, 2026
OAK ASSOCIATES LTD /OH/ History Added to 21,642 1,101 0.07% 0.06% 558 +5,248 32.01% Q4 2025 Feb 12, 2026
Texas Yale Capital Corp. History Reduced 21,649 1,101 0.03% 0.04% 559 -847 -3.77% Q4 2025 Feb 10, 2026
Signet Investment Advisory Group, Inc. History No change 21,600 1,099 0.51% 0.58% 560 0 0.0% Q4 2025 Feb 12, 2026
Baldwin Investment Management, LLC History Reduced 21,549 1,096 0.12% 0.14% 561 -325 -1.49% Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History Reduced 21,512 1,094 0.01% 0.01% 562 -34 -0.16% Q4 2025 Feb 10, 2026
Joel Isaacson & Co., LLC History Added to 21,484 1,093 0.04% 0.04% 563 +400 1.9% Q4 2025 Jan 30, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 21,475 1,092 0.08% 0.07% 564 +4,533 26.76% Q4 2025 Jan 14, 2026
NBT BANK N A /NY History Added to 21,451 1,090 0.07% 0.08% 565 +51 0.24% Q4 2025 Jan 23, 2026
Checchi Capital Advisers, LLC History Reduced 21,388 1,088 0.06% 0.07% 566 -2,793 -11.55% Q4 2025 Jan 27, 2026
BALLAST ADVISORS LLC History Reduced 21,359 1,086 0.3% 0.33% 567 -376 -1.73% Q4 2025 Feb 03, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 21,316 1,084 0.05% 0.1% 568 -14,743 -40.89% Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History Added to 21,316 1,084 0.07% 0.08% 569 +323 1.54% Q4 2025 Feb 20, 2026
Carnegie Lake Advisors LLC History Added to 21,175 1,077 0.41% 0.43% 570 +1,025 5.09% Q4 2025 Feb 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 21,087 1,072 0.04% 0.04% 571 -175 -0.82% Q4 2025 Feb 12, 2026
Gibbs Wealth Management History Reduced 18,208 1,070 0.26% 0.27% 572 -3,531 -16.24% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Reduced 21,005 1,068 0.02% 0.03% 573 -997 -4.53% Q4 2025 Feb 04, 2026
Claro Advisors Inc. History Reduced 20,919 1,064 0.14% 0.17% 574 -100 -0.48% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 20,760 1,056 0.02% 0.02% 575 -1,070 -4.9% Q4 2025 Feb 05, 2026
Sava Infond d.o.o. History Reduced 20,725 1,054 0.14% 0.18% 576 -2,000 -8.8% Q4 2025 Jan 29, 2026
SWMG, LLC History No change 22,122 1,053 0.29% 0.36% 577 0 0.0% Q4 2025 Feb 10, 2026
Nicollet Investment Management, Inc. History Reduced 20,572 1,047 0.33% 0.7% 578 -18,141 -46.86% Q4 2025 Feb 11, 2026
Bank of New Hampshire History New 20,553 1,045 0.23% — 579 +20,553 New Q4 2025 Mar 16, 2026
Stablepoint Partners, LLC History Reduced 20,551 1,045 0.16% 0.21% 580 -3,452 -14.38% Q4 2025 Jan 13, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 20,366 1,036 0.34% 0.44% 581 -2,281 -10.07% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 20,217 1,033 0.0% 0.0% 582 -689 -3.3% Q4 2025 Feb 05, 2026
CAPITAL ADVISORS INC/OK History Reduced 20,311 1,033 0.02% 0.02% 583 -413 -1.99% Q4 2025 Jan 15, 2026
Disciplined Investors, L.L.C. History New 20,233 1,029 0.67% — 585 +20,233 New Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 20,230 1,029 0.0% 0.0% 584 -507 -2.44% Q4 2025 Feb 17, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 20,103 1,022 0.43% 0.49% 586 -297 -1.46% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 20,043 1,019 0.02% 0.05% 587 -46,536 -69.9% Q4 2025 Feb 17, 2026
INSPIRE TRUST CO, N.A. History Reduced 20,000 1,017 0.17% 0.35% 588 -15,000 -42.86% Q4 2025 Feb 10, 2026
NOVEM GROUP History New 19,938 1,014 0.12% — 589 +19,938 New Q4 2025 Jan 27, 2026
Legacy Capital Group California, Inc. History Added to 19,694 1,002 0.24% 0.27% 590 +560 2.93% Q4 2025 Jan 28, 2026
KENNEDY INVESTMENT GROUP History New 19,672 1,000 0.38% — 591 +19,672 New Q4 2025 Feb 06, 2026
Smart Money Group LLC History Added to 19,646 999 0.29% 0.3% 592 +1,288 7.02% Q4 2025 Jan 30, 2026
COMMERCE BANK History Reduced 19,530 993 0.01% 0.01% 593 -1,399 -6.68% Q4 2025 Feb 13, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 19,498 989 0.13% 0.16% 595 -1,224 -5.91% Q4 2025 Jan 21, 2026
Hirtle Callaghan & Co LLC History No change 19,457 989 0.03% 0.04% 594 0 0.0% Q4 2025 Feb 04, 2026
NATURAL INVESTMENTS, LLC History Added to 19,432 988 0.25% 0.27% 596 +40 0.21% Q4 2025 Jan 23, 2026
ALTFEST L J & CO INC History Added to 19,377 985 0.11% 0.12% 597 +265 1.39% Q4 2025 Jan 23, 2026
SAPIENT CAPITAL LLC History Added to 19,186 982 0.01% 0.02% 598 +810 4.41% Q4 2025 Feb 05, 2026
Demars Financial Group, LLC History Added to 19,269 980 0.33% 0.31% 599 +2,930 17.93% Q4 2025 Jan 22, 2026
INTEGRITY ALLIANCE, LLC. History Added to 18,930 963 0.04% 0.02% 600 +9,907 109.8% Q4 2025 Feb 09, 2026
DIAMANT ASSET MANAGEMENT, INC. History Reduced 18,840 958 0.69% 0.9% 601 -3,295 -14.89% Q4 2025 Feb 06, 2026
West Family Investments, Inc. History Reduced 18,671 949 0.22% 40.76% 602 -3,041 -14.01% Q4 2025 Feb 11, 2026
SkyView Investment Advisors, LLC History Added to 18,659 949 0.12% 0.13% 603 +302 1.65% Q4 2025 Feb 18, 2026
Rehmann Capital Advisory Group History Added to 18,552 943 0.05% 0.04% 604 +4,664 33.58% Q4 2025 Mar 04, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 18,511 941 0.04% 0.05% 605 -1,560 -7.77% Q4 2025 Feb 12, 2026
Global Trust Asset Management, LLC History Reduced 18,345 933 0.37% 0.54% 606 -2,978 -13.97% Q4 2025 Jan 20, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 18,175 924 0.03% 0.04% 607 -1,119 -5.8% Q4 2025 Jan 14, 2026
Hemenway Trust Co LLC History Reduced 18,090 920 0.07% 0.33% 608 -60,077 -76.86% Q4 2025 Feb 03, 2026
Moors & Cabot, Inc. History Reduced 18,094 920 0.04% 0.05% 609 -2,357 -11.53% Q4 2025 Feb 10, 2026
Bath Savings Trust Co History Reduced 18,016 916 0.09% 0.14% 610 -7,988 -30.72% Q4 2025 Jan 12, 2026
Florida Trust Wealth Management Co History Reduced 17,905 911 0.03% 0.05% 611 -14,421 -44.61% Q4 2025 Jan 20, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 17,915 911 0.12% 0.2% 613 -9,484 -34.61% Q4 2025 Feb 10, 2026
Banco de Sabadell, S.A History Reduced 17,900 911 0.59% 0.66% 612 -113 -0.63% Q4 2025 Feb 09, 2026
FAIRFIELD, BUSH & CO. History Added to 17,814 906 0.48% 0.5% 614 +284 1.62% Q4 2025 Feb 13, 2026
Human Investing LLC History Reduced 17,791 905 0.13% 0.15% 615 -1,019 -5.42% Q4 2025 Jan 27, 2026
WESBANCO BANK INC History Reduced 17,553 893 0.02% 0.12% 616 -58,967 -77.06% Q4 2025 Feb 03, 2026
180 WEALTH ADVISORS, LLC History Added to 17,312 880 0.1% 0.09% 617 +4,363 33.69% Q4 2025 Jan 09, 2026
Lakeside Advisors, INC. History Reduced 17,300 880 0.56% 0.63% 618 -550 -3.08% Q4 2025 Jan 27, 2026
Smartleaf Asset Management LLC History Reduced 17,135 877 0.03% 0.07% 619 -2,484 -12.66% Q4 2025 Feb 13, 2026
OUTFITTERS FINANCIAL LLC History Reduced 17,010 865 0.68% 0.81% 620 -1,050 -5.81% Q4 2025 Jan 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 16,955 862 0.06% 0.1% 621 -8,512 -33.42% Q4 2025 Feb 12, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 16,917 860 0.2% — 622 +16,917 New Q4 2025 Feb 13, 2026
RAELIPSKIE PARTNERSHIP History Reduced 16,882 858 0.36% 0.42% 623 -638 -3.64% Q4 2025 Feb 04, 2026
LOM Asset Management Ltd History Reduced 16,450 836 0.24% 0.28% 624 -40 -0.24% Q4 2025 Jan 23, 2026
Summit Financial Wealth Advisors, LLC History Added to 16,392 834 0.12% 0.08% 625 +7,459 83.5% Q4 2025 Jan 27, 2026
Vienna Asset Management LLC History Added to 16,360 832 0.47% 0.38% 626 +4,845 42.08% Q4 2025 Feb 13, 2026
Delaney Dennis R History Reduced 16,250 826 0.42% 0.59% 627 -5,020 -23.6% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 16,192 823 0.01% 0.01% 628 -550 -3.29% Q4 2025 Feb 13, 2026
CACTI ASSET MANAGEMENT LLC History No change 16,000 823 0.05% 0.06% 629 0 0.0% Q4 2025 Jan 02, 2026
Clear Creek Financial Management, LLC History New 16,138 821 0.07% — 630 +16,138 New Q4 2025 Jan 23, 2026
MSH Capital Advisors LLC History Added to 16,150 821 0.18% 0.23% 631 +727 4.71% Q4 2025 Feb 09, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 16,070 817 0.04% 0.05% 632 0 0.0% Q4 2025 Feb 17, 2026
Wealth Quarterback LLC History Reduced 15,809 804 0.29% 0.44% 633 -4,605 -22.56% Q4 2025 Jan 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 15,813 804 0.04% 0.04% 634 +3,869 32.39% Q4 2025 Jan 28, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 15,794 803 0.03% 0.03% 635 -182 -1.14% Q4 2025 Jan 14, 2026
Integrated Advisors Network LLC History Reduced 15,684 797 0.04% 0.04% 636 -710 -4.33% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Added to 15,596 793 0.03% 0.01% 637 +10,864 229.59% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 15,555 791 0.01% 0.02% 638 -8,298 -34.79% Q4 2025 Jan 15, 2026
Convergence Financial, LLC History Added to 15,546 790 0.12% 0.12% 639 +829 5.63% Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History Reduced 15,469 787 0.03% 0.05% 640 -10,047 -39.38% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 15,452 786 0.01% 0.01% 641 -13,936 -47.42% Q4 2025 Feb 13, 2026
Bond & Devick Financial Network, Inc. History Added to 15,422 784 0.22% 0.25% 642 +550 3.7% Q4 2025 Jan 14, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 15,350 781 0.01% 0.01% 643 0 0.0% Q4 2025 Feb 11, 2026
Roehl & Yi Investment Advisors, LLC History New 15,333 780 0.31% — 644 +15,333 New Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 15,222 774 0.01% 0.01% 646 -11,190 -42.37% Q4 2025 Feb 13, 2026
Family Legacy, Inc. History Reduced 15,214 774 0.23% 0.27% 645 -955 -5.91% Q4 2025 Feb 04, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 15,166 771 0.01% 0.02% 647 -1,868 -10.97% Q4 2025 Jan 07, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 14,956 760 0.09% 0.08% 648 +3,708 32.97% Q4 2025 Jan 15, 2026
Abel Hall, LLC History Added to 14,852 755 0.18% 0.18% 650 +6,923 87.31% Q4 2025 Feb 17, 2026
Great Diamond Partners, LLC History Reduced 14,855 755 0.15% 0.16% 649 -131 -0.87% Q4 2025 Feb 06, 2026
Atlantic Union Bankshares Corp History Added to 14,792 752 0.01% 0.02% 651 +93 0.63% Q4 2025 Feb 04, 2026
Bull Street Advisors, LLC History No change 14,770 751 0.35% 0.38% 652 0 0.0% Q4 2025 Jan 28, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 14,729 749 0.31% 0.35% 653 -228 -1.52% Q4 2025 Jan 14, 2026
Ameritas Advisory Services, LLC History Reduced 14,591 742 0.03% 0.07% 655 -4,791 -24.72% Q4 2025 Feb 04, 2026
Red Door Wealth Management, LLC History Reduced 14,593 742 0.08% 0.09% 654 -101 -0.69% Q4 2025 Jan 20, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 14,500 737 0.04% 0.04% 656 -1,700 -10.49% Q4 2025 Feb 02, 2026
49 WEALTH MANAGEMENT, LLC History Added to 14,413 733 0.06% 0.04% 658 +7,209 100.07% Q4 2025 Feb 04, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 14,421 733 0.02% 0.02% 657 -2,043 -12.41% Q4 2025 Feb 18, 2026
White Knight Strategic Wealth Advisors, LLC History New 14,391 732 0.54% — 659 +14,391 New Q4 2025 Feb 20, 2026
PDS Planning, Inc History Added to 14,376 731 0.05% 0.05% 660 +2,639 22.48% Q4 2025 Jan 26, 2026
FIRST AMERICAN TRUST, FSB History Reduced 14,346 729 0.05% 0.07% 661 -2,655 -15.62% Q4 2025 Feb 11, 2026
Marotta Asset Management History Reduced 14,297 727 0.13% 0.16% 662 -234 -1.61% Q4 2025 Jan 07, 2026
HUNTINGTON NATIONAL BANK History Reduced 14,276 726 0.0% 0.01% 663 -3,058 -17.64% Q4 2025 Feb 09, 2026
Clearstead Advisors, LLC History Reduced 14,152 720 0.01% 0.01% 664 -4,293 -23.27% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 13,961 710 0.07% 0.11% 665 -3,199 -18.64% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 13,747 699 0.0% 0.0% 666 +4,861 54.7% Q4 2025 Jan 26, 2026
Bridgewater Advisors Inc. History Added to 11,756 697 0.05% 0.04% 667 +160 1.38% Q4 2025 Jan 23, 2026
Intesa Sanpaolo S.p.A. History New 13,425 687 0.04% — 668 +13,425 New Q4 2025 Feb 17, 2026
Cannell & Spears LLC History Added to 13,522 687 0.01% 0.01% 669 +1,575 13.18% Q4 2025 Feb 17, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 13,437 683 0.25% 0.09% 670 +9,098 209.68% Q4 2025 Jan 13, 2026
HBK Sorce Advisory LLC History Added to 14,327 682 0.02% 0.02% 671 +3,163 28.33% Q4 2025 Feb 09, 2026
World Investment Advisors History Reduced 13,403 681 0.01% 0.02% 672 -4,706 -25.99% Q4 2025 Mar 12, 2026
Global Strategic Investment Solutions, LLC History No change 13,380 680 0.07% 0.07% 673 0 0.0% Q4 2025 Jan 29, 2026
Avidian Wealth Enterprises, LLC History Reduced 13,341 678 0.02% 0.03% 674 -1,482 -10.0% Q4 2025 Feb 02, 2026
CENTRAL BANK & TRUST CO History Reduced 13,253 674 0.1% 0.13% 675 -1,386 -9.47% Q4 2025 Jan 09, 2026
Arax Advisory Partners History Reduced 13,165 669 0.02% 0.02% 676 -7,817 -37.26% Q4 2025 Feb 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 13,162 669 0.16% 0.18% 677 -1,382 -9.5% Q4 2025 Jan 08, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 13,063 664 0.01% 0.01% 678 +6,343 94.39% Q4 2025 Feb 05, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 13,033 663 0.14% 0.41% 680 -31,324 -70.62% Q4 2025 Feb 17, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 13,043 663 0.01% 0.01% 679 +1,219 10.31% Q4 2025 Jan 05, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 13,000 661 0.09% 0.1% 681 -325 -2.44% Q4 2025 Feb 13, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 12,876 655 0.15% 0.19% 682 -1,291 -9.11% Q4 2025 Jan 15, 2026
Mystic Asset Management, Inc. History Added to 12,800 651 0.15% 0.16% 684 +350 2.81% Q4 2025 Jan 28, 2026
Anchor Investment Management, LLC History Reduced 12,807 651 0.05% 0.06% 683 -40 -0.31% Q4 2025 Feb 26, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 12,661 644 0.19% 0.14% 685 +3,990 46.02% Q4 2025 Feb 11, 2026
Tempus Wealth Planning, LLC History New 12,586 640 0.15% — 686 +12,586 New Q4 2025 Jan 16, 2026
Wedmont Private Capital History Added to 11,308 639 0.02% 0.02% 687 +552 5.13% Q4 2025 Jan 08, 2026
Giverny Capital Inc. History No change 12,400 630 0.02% 0.02% 688 0 0.0% Q4 2025 Feb 13, 2026
Institute for Wealth Management, LLC. History Reduced 12,344 628 0.07% 0.09% 689 -3,482 -22.0% Q4 2025 Jan 27, 2026
Rakuten Securities, Inc. History Added to 12,252 623 0.2% 0.2% 690 +2,357 23.82% Q4 2025 Jan 29, 2026
Savant Capital, LLC History Added to 12,215 621 0.0% 0.0% 692 +624 5.38% Q4 2025 Feb 10, 2026
CONNABLE OFFICE INC History No change 12,209 621 0.06% 0.06% 691 0 0.0% Q4 2025 Feb 03, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 12,167 619 0.04% 0.05% 693 -2,615 -17.69% Q4 2025 Jan 22, 2026
Quintet Private Bank (Europe) S.A. History No change 12,165 618 0.04% 0.04% 694 0 0.0% Q4 2025 Jan 20, 2026
Verity Asset Management, Inc. History Reduced 12,076 614 0.26% 0.73% 695 -28,420 -70.18% Q4 2025 Jan 30, 2026
WJ Financial Advisors LLC History Added to 12,058 613 0.55% 0.28% 697 +6,909 134.18% Q4 2025 Feb 02, 2026
Carson Advisory Inc. History Reduced 12,048 613 0.32% 0.36% 696 -125 -1.03% Q4 2025 Feb 12, 2026
Boston Trust Walden Corp History No change 12,036 612 0.0% 0.0% 698 0 0.0% Q4 2025 Jan 28, 2026
Jacobi Capital Management LLC History Reduced 12,024 611 0.04% 0.07% 699 -7,554 -38.58% Q4 2025 Feb 13, 2026
Procyon Advisors, LLC History Reduced 12,011 611 0.03% 0.06% 701 -4,860 -28.81% Q4 2025 Jan 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 12,011 611 0.01% 0.01% 700 -1,181 -8.95% Q4 2025 Feb 12, 2026
United Advisor Group, LLC History New 12,000 610 0.08% — 702 +12,000 New Q4 2025 Jan 26, 2026
DOLIVER ADVISORS, LP History Reduced 11,984 609 0.15% 0.19% 703 -977 -7.54% Q4 2025 Jan 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 11,935 607 0.03% 0.05% 704 -2,792 -18.96% Q4 2025 Feb 10, 2026
Balboa Wealth Partners History Reduced 11,901 605 0.1% 0.11% 705 -12 -0.1% Q4 2025 Jan 16, 2026
Summit Financial, LLC History Added to 11,866 603 0.01% 0.01% 706 +1,940 19.54% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 11,779 599 0.01% 0.02% 707 0 0.0% Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History Reduced 11,721 596 0.03% 0.04% 708 -1,414 -10.77% Q4 2025 Feb 06, 2026
Capital Investment Advisory Services, LLC History Added to 11,689 594 0.04% 0.05% 709 +836 7.7% Q4 2025 Jan 21, 2026
Retirement Planning Co of New England, Inc. History Reduced 11,693 594 0.24% 0.28% 710 -791 -6.34% Q4 2025 Jan 28, 2026
Stiles Financial Services Inc History Reduced 11,640 592 0.18% 0.55% 711 -20,038 -63.26% Q4 2025 Feb 03, 2026
MOTCO History Reduced 11,568 588 0.05% 0.06% 712 -511 -4.23% Q4 2025 Feb 06, 2026
Balentine LLC History Reduced 11,556 587 0.02% 0.02% 713 -210 -1.78% Q4 2025 Feb 02, 2026
Hilltop Holdings Inc. History Reduced 11,419 580 0.03% 0.04% 714 -3,892 -25.42% Q4 2025 Feb 17, 2026
DecisionMap Wealth Management, LLC History Added to 11,352 577 0.36% 0.38% 715 +670 6.27% Q4 2025 Jan 07, 2026
Samalin Investment Counsel, LLC History Added to 11,323 576 0.2% 0.2% 716 +616 5.75% Q4 2025 Jan 30, 2026
Busey Bank History Reduced 11,295 574 0.02% 0.02% 717 -3,758 -24.97% Q4 2025 Jan 27, 2026
Financial Perspectives, Inc History Reduced 11,256 572 0.15% 0.17% 718 -123 -1.08% Q4 2025 Jan 28, 2026
Sovran Advisors, LLC History Reduced 9,960 568 0.05% 0.18% 719 -31,490 -75.97% Q4 2025 Jan 20, 2026
Lighthouse Financial LLC History Reduced 11,171 568 0.37% 0.43% 720 -650 -5.5% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Reduced 11,154 567 0.01% 0.02% 721 -4,676 -29.54% Q4 2025 Jan 29, 2026
Baader Bank Aktiengesellschaft History Reduced 11,821 563 0.04% 0.04% 722 -477 -3.88% Q4 2025 Feb 05, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 11,058 562 0.2% — 723 +11,058 New Q4 2025 Mar 26, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 11,058 562 0.09% — 724 +11,058 New Q4 2025 Feb 12, 2026
HUB Investment Partners, LLC History Reduced 10,964 557 0.01% 0.03% 725 -2,710 -19.82% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History New 10,856 556 0.04% — 726 +10,856 New Q4 2025 Jan 15, 2026
Seed Wealth Management, Inc. History Reduced 10,944 556 0.38% 0.51% 727 -2,310 -17.43% Q4 2025 Jan 21, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Reduced 10,933 556 0.09% 0.13% 728 -1,983 -15.35% Q4 2025 Jan 29, 2026
HOLDERNESS INVESTMENTS CO History Reduced 10,900 554 0.11% 0.16% 729 -3,160 -22.48% Q4 2025 Feb 10, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 10,890 554 0.02% 0.02% 730 +2,305 26.85% Q4 2025 Feb 13, 2026
Burford Brothers, Inc. History Added to 10,798 549 0.23% 0.24% 731 +717 7.11% Q4 2025 Feb 05, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 10,709 548 0.18% 0.24% 732 -1,583 -12.88% Q4 2025 Feb 10, 2026
Aptus Capital Advisors, LLC History Reduced 10,790 548 0.0% 0.0% 733 -1,162 -9.72% Q4 2025 Feb 13, 2026
Hamilton Wealth, LLC History New 10,720 545 0.1% — 735 +10,720 New Q4 2025 Feb 19, 2026
SPINNAKER TRUST History Added to 10,726 545 0.03% 0.03% 734 +1,186 12.43% Q4 2025 Feb 10, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 10,686 544 0.1% 0.08% 736 +453 4.43% Q4 2025 Feb 02, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Reduced 10,690 543 0.14% 0.22% 737 -4,386 -29.09% Q4 2025 Feb 06, 2026
Argent Trust Co History Added to 10,657 542 0.02% 0.02% 738 +683 6.85% Q4 2025 Feb 10, 2026
Cravens & Co Advisors, LLC History Reduced 9,086 541 0.35% 0.62% 739 -7,367 -44.78% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Reduced 10,603 539 0.01% 0.04% 740 -9,427 -47.06% Q4 2025 Feb 05, 2026
Hardworking Capital Advisors, LLC History New 10,587 538 0.49% — 741 +10,587 New Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Reduced 10,541 536 0.01% 0.01% 742 -4,593 -30.35% Q4 2025 Jan 16, 2026
Larry Mathis Financial Planning, LLC History New 10,520 535 0.47% — 743 +10,520 New Q4 2025 Mar 11, 2026
DMC Group, LLC History Reduced 10,458 532 0.35% 0.43% 745 -731 -6.53% Q4 2025 Jan 21, 2026
SAGE RHINO CAPITAL LLC History Reduced 10,469 532 0.1% 0.12% 744 -704 -6.3% Q4 2025 Jan 30, 2026
HCR Wealth Advisors History Reduced 10,340 526 0.05% 0.11% 746 -7,813 -43.04% Q4 2025 Jan 27, 2026
WFA of San Diego, LLC History Added to 10,320 525 0.38% 0.39% 748 +15 0.15% Q4 2025 Feb 17, 2026
Cairn Investment Group, Inc. History No change 10,328 525 0.25% 0.26% 747 0 0.0% Q4 2025 Feb 02, 2026
Cohen Capital Management, Inc. History Added to 10,312 524 0.08% 0.08% 749 +1,500 17.02% Q4 2025 Jan 20, 2026
SYON CAPITAL LLC History Reduced 10,284 523 0.03% 0.03% 750 -1,151 -10.07% Q4 2025 Feb 11, 2026
Advisor OS, LLC History Reduced 10,228 520 0.04% 0.05% 751 -655 -6.02% Q4 2025 Feb 04, 2026
Chevy Chase Trust Holdings, LLC History Added to 10,201 519 0.0% 0.0% 752 +5,752 129.29% Q4 2025 Feb 13, 2026
Aviance Capital Partners, LLC History Reduced 10,188 518 0.06% 0.07% 753 -500 -4.68% Q4 2025 Feb 06, 2026
Precision Wealth Strategies, LLC History Reduced 10,128 515 0.17% 0.23% 754 -2,696 -21.02% Q4 2025 Jan 30, 2026
Diversify Advisory Services, LLC History Reduced 8,187 510 0.02% 0.01% 755 -735 -8.24% Q4 2025 Jan 23, 2026
NorthCrest Asset Manangement, LLC History Reduced 9,249 509 0.01% 0.02% 756 -1,421 -13.32% Q4 2025 Jan 08, 2026
DANSKE BANK A/S History New 10,000 508 0.0% — 757 +10,000 New Q4 2025 Feb 02, 2026
DIVERSIFIED MANAGEMENT INC History New 10,000 508 0.12% — 758 +10,000 New Q4 2025 Jan 26, 2026
China Universal Asset Management Co., Ltd. History New 10,000 508 0.04% — 760 +10,000 New Q4 2025 Jan 29, 2026
Mirabaud & Cie SA History No change 10,000 508 0.16% 0.18% 759 0 0.0% Q4 2025 Jan 16, 2026
Stokes Family Office, LLC History Reduced 9,976 507 0.05% 0.24% 761 -35,571 -78.1% Q4 2025 Feb 18, 2026
Essex Bank History Reduced 9,927 505 0.11% 0.13% 762 -236 -2.32% Q4 2025 Feb 02, 2026
MONARCH CAPITAL MANAGEMENT INC History Added to 9,904 503 0.12% 0.06% 763 +5,684 134.69% Q4 2025 Jan 23, 2026
Versant Capital Management, Inc History Added to 9,884 502 0.06% 0.05% 764 +2,845 40.42% Q4 2025 Jan 08, 2026
R Squared Ltd History New 9,844 500 0.23% — 765 +9,844 New Q4 2025 Jan 30, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 9,820 499 0.02% 0.02% 766 -100 -1.01% Q4 2025 Feb 13, 2026
First Pacific Financial History Reduced 9,806 498 0.07% 0.09% 767 -1,385 -12.38% Q4 2025 Jan 16, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Added to 9,750 496 0.3% 0.24% 768 +3,250 50.0% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 9,719 494 0.0% 0.0% 769 +6,034 163.74% Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 9,692 493 0.01% 0.03% 770 -9,336 -49.06% Q4 2025 Jan 12, 2026
PeakShares LLC History New 9,642 490 0.48% — 772 +9,642 New Q4 2025 Mar 10, 2026
Gen-Wealth Partners Inc History Reduced 9,637 490 0.16% 0.3% 771 -6,382 -39.84% Q4 2025 Feb 13, 2026
Resonant Capital Advisors, LLC History Added to 9,582 487 0.03% 0.02% 773 +1,998 26.34% Q4 2025 Jan 29, 2026
EVOKE WEALTH, LLC History Reduced 9,556 486 0.01% 0.01% 774 -2,533 -20.95% Q4 2025 Feb 06, 2026
Farringdon Capital, Ltd. History Reduced 9,534 485 0.12% 0.17% 775 -2,662 -21.83% Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 9,530 484 0.01% — 776 +9,530 New Q4 2025 Feb 13, 2026
Stokes Capital Advisors, LLC History Reduced 9,485 482 0.11% 0.2% 779 -6,175 -39.43% Q4 2025 Jan 12, 2026
LVW Advisors, LLC History Reduced 9,483 482 0.05% 0.08% 778 -4,125 -30.31% Q4 2025 Jan 14, 2026
Curi Capital, LLC History Added to 9,485 482 0.01% 0.01% 777 +211 2.28% Q4 2025 Feb 17, 2026
Indivisible Partners History New 9,466 481 0.05% — 781 +9,466 New Q4 2025 Feb 03, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 9,455 481 0.3% 0.34% 780 0 0.0% Q4 2025 Feb 04, 2026
Directional Asset Management History New 9,445 480 0.42% — 782 +9,445 New Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Reduced 9,367 476 0.0% 0.01% 783 -3,643 -28.0% Q4 2025 Feb 17, 2026
Range Financial Group LLC History Reduced 9,242 470 0.16% 0.75% 786 -28,269 -75.36% Q4 2025 Jan 15, 2026
GAMMA Investing LLC History Added to 9,243 470 0.02% 0.02% 787 +1,223 15.25% Q4 2025 Jan 05, 2026
NTV ASSET MANAGEMENT LLC History No change 9,252 470 0.05% 0.06% 784 0 0.0% Q4 2025 Jan 20, 2026
Raub Brock Capital Management LP History No change 9,240 470 0.1% 0.11% 785 0 0.0% Q4 2025 Jan 15, 2026
CHANNEL WEALTH LLC History Reduced 9,178 466 0.12% 0.31% 788 -11,420 -55.44% Q4 2025 Feb 03, 2026
TritonPoint Partners, LLC History New 9,154 465 0.25% — 789 +9,154 New Q4 2025 Feb 13, 2026
NEW VERNON INVESTMENT MANAGEMENT LLC History No change 9,100 463 0.45% 0.47% 790 0 0.0% Q4 2025 Feb 17, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 9,089 462 0.26% 0.66% 791 -10,857 -54.43% Q4 2025 Feb 03, 2026
Quotient Wealth Partners, LLC History Added to 9,091 462 0.01% 0.01% 792 +177 1.99% Q4 2025 Jan 22, 2026
Fermata Advisors, LLC History Added to 9,074 461 0.11% 0.1% 794 +2,024 28.71% Q4 2025 Jan 08, 2026
TBH Global Asset Management, LLC History Added to 9,065 461 0.08% 0.09% 793 +479 5.58% Q4 2025 Jan 29, 2026
FULTON BANK, N.A. History Added to 9,045 460 0.02% 0.02% 795 +964 11.93% Q4 2025 Jan 08, 2026
Composition Wealth, LLC History Reduced 9,058 460 0.01% 0.01% 796 -605 -6.26% Q4 2025 Feb 02, 2026
MGO ONE SEVEN LLC History Reduced 8,999 457 0.01% 0.03% 797 -16,037 -64.06% Q4 2025 Feb 03, 2026
SOMERVILLE KURT F History Reduced 8,975 456 0.08% 0.61% 798 -57,338 -86.47% Q4 2025 Feb 17, 2026
Gallacher Capital Management LLC History Reduced 8,970 456 0.18% 0.28% 799 -3,852 -30.04% Q4 2025 Feb 03, 2026
AlTi Global, Inc. History Added to 8,944 455 0.01% 0.01% 800 +291 3.36% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Added to 8,869 451 0.1% 0.06% 801 +4,139 87.51% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 8,861 450 0.03% 0.03% 802 +895 11.24% Q4 2025 Feb 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 8,831 449 0.0% 0.04% 803 -105,194 -92.26% Q4 2025 Feb 17, 2026
KINTRA WEALTH, LLC History New 8,838 449 0.06% — 804 +8,838 New Q4 2025 Feb 18, 2026
Sowell Financial Services LLC History Reduced 8,767 446 0.02% 0.02% 805 -2,434 -21.73% Q4 2025 Jan 21, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 8,733 444 0.01% 0.01% 806 -7,929 -47.59% Q4 2025 Feb 10, 2026
1776 Wealth LLC History Added to 8,711 443 0.17% 0.18% 807 +189 2.22% Q4 2025 Feb 11, 2026
New Republic Capital, LLC History New 8,669 441 0.12% — 809 +8,669 New Q4 2025 Feb 10, 2026
CULLINAN ASSOCIATES INC History No change 8,675 441 0.03% 0.03% 808 0 0.0% Q4 2025 Jan 30, 2026
Quantbot Technologies LP History Reduced 8,631 439 0.01% 0.09% 810 -48,519 -84.9% Q4 2025 Feb 10, 2026
One Capital Management, LLC History Added to 8,634 439 0.01% 0.01% 811 +1,466 20.45% Q4 2025 Feb 10, 2026
Clearbridge Investments, LLC History Reduced 8,618 438 0.0% 0.04% 812 -882,035 -99.03% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 8,595 437 0.0% 0.0% 813 +2,662 44.87% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Reduced 8,568 435 0.02% 0.03% 815 -1,296 -13.14% Q4 2025 Feb 05, 2026
Capital International Sarl History No change 8,563 435 0.01% 0.01% 814 0 0.0% Q4 2025 Feb 11, 2026
GRANDFIELD & DODD, LLC History Added to 8,532 434 0.02% 0.03% 817 +25 0.29% Q4 2025 Feb 10, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 8,537 434 0.02% 0.03% 816 0 0.0% Q4 2025 Jan 23, 2026
InTrack Investment Management Inc History Added to 8,480 431 0.24% 0.26% 818 +726 9.36% Q4 2025 Jan 14, 2026
Engineers Gate Manager LP History New 8,468 430 0.01% — 819 +8,468 New Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History New 8,457 430 0.0% — 820 +8,457 New Q4 2025 Jan 30, 2026
Summit Global Investments History Added to 8,434 429 0.03% 0.02% 821 +1,319 18.54% Q4 2025 Feb 18, 2026
Formidable Asset Management, LLC History Reduced 7,694 426 0.06% 0.25% 822 -15,268 -66.49% Q4 2025 Jan 16, 2026
Activest Wealth Management History Reduced 8,349 424 0.08% 0.18% 824 -7,346 -46.8% Q4 2025 Jan 30, 2026
BANK OF HAWAII History Added to 8,345 424 0.02% 0.01% 823 +3,727 80.71% Q4 2025 Mar 03, 2026
BIRCH FINANCIAL GROUP, LLC History Reduced 8,284 421 0.24% 0.55% 826 -8,538 -50.75% Q4 2025 Jan 15, 2026
COFG Advisors, LLC History New 8,287 421 0.1% — 827 +8,287 New Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 8,291 421 0.0% 0.0% 825 -2,850 -25.58% Q4 2025 Feb 11, 2026
Agate Pass Investment Management, LLC History Reduced 8,244 419 0.16% 0.19% 829 -575 -6.52% Q4 2025 Jan 08, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 8,242 419 0.05% 0.05% 828 0 0.0% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 8,228 418 0.01% 0.01% 830 +3,588 77.33% Q4 2025 Feb 09, 2026
Ascent Group, LLC History Reduced 8,230 418 0.01% 0.02% 831 -1,187 -12.6% Q4 2025 Jan 20, 2026
Keudell/Morrison Wealth Management History New 8,149 414 0.09% — 833 +8,149 New Q4 2025 Feb 06, 2026
Clearstead Trust, LLC History Reduced 8,151 414 0.07% 0.09% 832 -1,120 -12.08% Q4 2025 Feb 09, 2026
Souders Financial Advisors History Reduced 8,133 413 0.05% 0.06% 834 -1,564 -16.13% Q4 2025 Feb 02, 2026
Modern Wealth Management, LLC History No change 8,072 410 0.01% 0.01% 835 0 0.0% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 8,056 409 0.01% 0.01% 837 +2,614 48.03% Q4 2025 Jan 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 8,048 409 0.02% 0.02% 836 -754 -8.57% Q4 2025 Feb 17, 2026
Investment Partners Asset Management, Inc. History New 8,029 408 0.25% — 838 +8,029 New Q4 2025 Jan 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 8,009 407 0.02% 0.02% 839 -1,678 -17.32% Q4 2025 Jan 21, 2026
Laraway Financial Advisors Inc History No change 8,006 407 0.27% 0.3% 840 0 0.0% Q4 2025 Feb 13, 2026
V-Square Quantitative Management LLC History New 7,987 406 0.04% — 841 +7,987 New Q4 2025 Jan 22, 2026
Forza Wealth Management, LLC History Reduced 7,966 405 0.15% 0.22% 844 -2,500 -23.89% Q4 2025 Feb 02, 2026
HBW ADVISORY SERVICES LLC History Reduced 7,966 405 0.04% 0.05% 843 -53 -0.66% Q4 2025 Jan 23, 2026
Centric Wealth Management History Reduced 6,887 405 0.09% 0.08% 842 -43 -0.62% Q4 2025 Feb 04, 2026
Grove Bank & Trust History Added to 7,943 404 0.05% 0.01% 846 +6,783 584.74% Q4 2025 Jan 08, 2026
GW HENSSLER & ASSOCIATES LTD History No change 7,959 404 0.02% 0.02% 845 0 0.0% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 7,925 403 0.0% — 847 +7,925 New Q4 2025 Feb 13, 2026
Diversified Enterprises, LLC History Added to 7,902 402 0.02% 0.02% 848 +1,386 21.27% Q4 2025 Jan 28, 2026
SG Trading Solutions, LLC History New 7,875 401 0.09% — 849 +7,875 New Q4 2025 Feb 24, 2026
Lauterbach Financial Advisors, LLC History New 7,877 400 0.2% — 851 +7,877 New Q4 2025 Feb 13, 2026
Platform Technology Partners History Added to 7,862 400 0.09% 0.1% 850 +484 6.56% Q4 2025 Feb 13, 2026
S.A. Mason LLC History Reduced 7,778 395 0.16% 0.23% 852 -1,450 -15.71% Q4 2025 Jan 29, 2026
Focus Financial Network, Inc. History Added to 7,732 393 0.01% 0.01% 854 +1,768 29.64% Q4 2025 Jan 12, 2026
Calydon Capital History Reduced 7,734 393 0.07% 0.08% 853 -1,245 -13.87% Q4 2025 Feb 17, 2026
Kercheville Advisors, LLC History New 6,300 392 0.1% — 855 +6,300 New Q4 2025 Jan 29, 2026
Invst, LLC History Added to 7,696 391 0.04% 0.04% 856 +1,396 22.16% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 7,656 389 0.03% 0.02% 858 +4,003 109.58% Q4 2025 Jan 07, 2026
Advisors Capital Management, LLC History Reduced 7,646 389 0.0% 0.01% 857 -135 -1.73% Q4 2025 Jan 29, 2026
Sharp Wealth Advisory, LLC History Added to 7,600 386 0.19% 0.18% 859 +1,600 26.67% Q4 2025 Jan 16, 2026
Wiser Advisor Group LLC History Reduced 7,602 386 0.44% 0.56% 860 -592 -7.22% Q4 2025 Feb 09, 2026
Southland Equity Partners LLC History Added to 7,525 382 0.08% 0.08% 862 +502 7.15% Q4 2025 Jan 14, 2026
PHILADELPHIA TRUST CO History No change 7,500 382 0.03% 0.03% 861 0 0.0% Q4 2025 Feb 12, 2026
MidFirst Bank History New 7,492 381 0.03% — 866 +7,492 New Q4 2025 Feb 25, 2026
Diversified Trust Co History Added to 7,499 381 0.01% 0.0% 863 +3,616 93.12% Q4 2025 Jan 09, 2026
Security Financial Services, INC. History Reduced 7,489 381 0.06% 0.07% 865 -516 -6.45% Q4 2025 Jan 27, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 7,489 381 0.08% 0.09% 864 0 0.0% Q4 2025 Feb 09, 2026
Sankala Group LLC History New 10,151 380 0.3% — 868 +10,151 New Q4 2025 Mar 02, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 7,480 380 0.07% 0.09% 867 0 0.0% Q4 2025 Feb 09, 2026
PAX Financial Group, LLC History Reduced 7,453 379 0.07% 0.08% 869 -889 -10.66% Q4 2025 Feb 05, 2026
Canal Capital Management, LLC History Reduced 7,442 378 0.05% 0.08% 870 -2,626 -26.08% Q4 2025 Jan 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 7,365 374 0.01% 0.01% 871 -448 -5.73% Q4 2025 Feb 06, 2026
Koshinski Asset Management, Inc. History Reduced 7,313 372 0.02% 0.03% 872 -695 -8.68% Q4 2025 Feb 03, 2026
LifeSteps Financial, Inc. History No change 7,315 372 0.24% 0.26% 873 0 0.0% Q4 2025 Jan 28, 2026
Dynasty Wealth Management, LLC History Reduced 7,303 371 0.0% 0.01% 875 -584 -7.4% Q4 2025 Feb 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 7,311 371 0.0% 0.01% 874 +7 0.1% Q4 2025 Feb 10, 2026
BridgePort Financial Solutions, LLC History Added to 7,264 369 0.1% 0.1% 876 +580 8.68% Q4 2025 Jan 16, 2026
Harvest Fund Management Co., Ltd History New 7,223 368 0.01% — 878 +7,223 New Q4 2025 Feb 11, 2026
FIRST MANHATTAN CO. LLC. History Reduced 7,247 368 0.0% 0.0% 877 -243 -3.24% Q4 2025 Feb 17, 2026
Midwest Trust Co History Reduced 7,205 366 0.0% 0.01% 879 -1,051 -12.73% Q4 2025 Feb 04, 2026
SteelPeak Wealth, LLC History Added to 7,190 365 0.01% 0.01% 881 +1,860 34.9% Q4 2025 Jan 20, 2026
Hardy Reed LLC History Added to 7,177 365 0.03% 0.03% 880 +90 1.27% Q4 2025 Feb 06, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History New 7,100 361 0.16% — 882 +7,100 New Q4 2025 Feb 02, 2026
Wynn Capital, LLC History Reduced 7,045 358 0.17% 0.2% 883 -321 -4.36% Q4 2025 Jan 13, 2026
ORG Wealth Partners, LLC History Reduced 7,005 356 0.08% 0.08% 884 -20 -0.28% Q4 2025 Jan 14, 2026
Glenview Trust Co History Reduced 6,961 354 0.01% 0.03% 885 -23,367 -77.05% Q4 2025 Feb 09, 2026
Sivia Capital Partners, LLC History Added to 6,958 354 0.07% 0.09% 886 +1,327 23.57% Q4 2025 Feb 10, 2026
Foster Victor Wealth Advisors, LLC History Added to 5,670 353 0.02% 0.02% 887 +266 4.92% Q4 2025 Jan 26, 2026
Trek Financial, LLC History Added to 6,908 351 0.02% 0.02% 888 +1,291 22.98% Q4 2025 Feb 04, 2026
Aurora Private Wealth, Inc. History New 6,883 350 0.23% — 890 +6,883 New Q4 2025 Feb 02, 2026
Perennial Investment Advisors, LLC History Added to 6,891 350 0.03% 0.02% 889 +3,082 80.91% Q4 2025 Feb 17, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 6,866 349 0.05% 0.06% 891 -304 -4.24% Q4 2025 Jan 23, 2026
GHP Investment Advisors, Inc. History Added to 6,846 348 0.01% 0.01% 893 +2,075 43.49% Q4 2025 Jan 27, 2026
Rock Point Advisors, LLC History No change 6,850 348 0.09% 0.1% 892 0 0.0% Q4 2025 Feb 04, 2026
Penserra Capital Management LLC History Reduced 6,805 346 0.0% 0.0% 894 -87 -1.26% Q4 2025 Feb 12, 2026
FSM Wealth Advisors, LLC History Added to 6,788 345 0.05% 0.05% 895 +353 5.49% Q4 2025 Jan 23, 2026
MJP ASSOCIATES INC /ADV History Reduced 6,764 344 0.04% 0.06% 896 -777 -10.3% Q4 2025 Feb 06, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History New 6,716 343 0.11% — 897 +6,716 New Q4 2025 Feb 10, 2026
WP Advisors, LLC History Reduced 6,735 342 0.09% 0.11% 898 -1,082 -13.84% Q4 2025 Jan 28, 2026
ARMSTRONG HENRY H ASSOCIATES INC History Reduced 6,664 339 0.03% 0.04% 899 -1,544 -18.81% Q4 2025 Jan 06, 2026
Boreal Capital Management LLC History Added to 6,638 337 0.25% 0.28% 900 +402 6.45% Q4 2025 Feb 17, 2026
Ridge Creek Global, Inc History New 6,610 336 0.28% — 903 +6,610 New Q4 2025 Feb 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 6,618 336 0.02% 0.03% 902 -500 -7.02% Q4 2025 Feb 17, 2026
Ironsides Asset Advisors, LLC History No change 6,623 336 0.09% 0.09% 901 0 0.0% Q4 2025 Feb 12, 2026
Sigma Planning Corp History Added to 6,557 333 0.01% 0.01% 905 +927 16.47% Q4 2025 Jan 30, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 6,550 333 0.02% 0.03% 904 0 0.0% Q4 2025 Feb 04, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 6,544 332 0.17% 0.2% 906 0 0.0% Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History Reduced 6,504 330 0.01% 0.01% 907 -1,587 -19.61% Q4 2025 Feb 09, 2026
FIRST FINANCIAL CORP /IN/ History No change 6,470 329 0.12% 0.14% 908 0 0.0% Q4 2025 Jan 13, 2026
Unified Investment Management History Reduced 6,466 328 0.33% 0.85% 909 -8,935 -58.02% Q4 2025 Feb 09, 2026
Signature Wealth Management Partners, LLC History Added to 6,427 327 0.16% 0.13% 910 +2,045 46.67% Q4 2025 Feb 02, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 6,410 326 0.09% 0.09% 911 +1,277 24.88% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Reduced 6,405 325 0.01% 0.01% 912 -3,054 -32.29% Q4 2025 Feb 17, 2026
TOWNSQUARE CAPITAL LLC History Reduced 6,384 324 0.07% 0.18% 913 -14,616 -69.6% Q4 2025 Feb 11, 2026
Murphy & Mullick Capital Management Corp History Added to 6,355 323 0.23% 0.25% 914 +378 6.32% Q4 2025 Feb 10, 2026
1900 WEALTH MANAGEMENT LLC History Added to 6,343 322 0.02% 0.02% 915 +274 4.51% Q4 2025 Jan 20, 2026
Clarius Group, LLC History Reduced 6,320 321 0.02% 0.04% 916 -5,818 -47.93% Q4 2025 Jan 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 6,262 318 0.0% 0.01% 917 -3,019 -32.53% Q4 2025 Feb 11, 2026
Canopy Partners, LLC History Reduced 6,258 318 0.1% 0.12% 918 -248 -3.81% Q4 2025 Feb 12, 2026
LRT Capital Management, LLC History Reduced 6,234 317 0.27% 0.78% 920 -14,988 -70.62% Q4 2025 Feb 13, 2026
Frec Markets, Inc. History New 6,234 317 0.09% — 923 +6,234 New Q4 2025 Feb 17, 2026
Stratos Wealth Advisors, LLC History Added to 6,248 317 0.02% 0.01% 919 +1,648 35.83% Q4 2025 Jan 20, 2026
Gallagher Capital Advisors, LLC History Reduced 6,248 317 0.2% 0.2% 922 -835 -11.79% Q4 2025 Feb 12, 2026
Essex LLC History Added to 6,242 317 0.06% 0.06% 921 +75 1.22% Q4 2025 Jan 20, 2026
NorthRock Partners, LLC History Added to 6,188 314 0.01% 0.01% 924 +851 15.95% Q4 2025 Feb 17, 2026
Insight Advisors, LLC/ PA History Reduced 6,173 314 0.05% 0.05% 925 -279 -4.32% Q4 2025 Feb 11, 2026
Broderick Brian C History Reduced 6,135 312 0.06% 0.38% 926 -29,866 -82.96% Q4 2025 Feb 17, 2026
UNION SAVINGS BANK History New 6,137 312 0.14% — 927 +6,137 New Q4 2025 Mar 06, 2026
Leo Wealth, LLC History Added to 6,105 310 0.02% 0.03% 928 +1,762 40.57% Q4 2025 Jan 21, 2026
Analyst IMS Investment Management Services Ltd. History New 6,070 309 0.01% — 929 +6,070 New Q4 2025 Jan 20, 2026
NWF Advisory Services Inc. History Reduced 6,091 309 0.03% 0.04% 930 -1,046 -14.66% Q4 2025 Mar 03, 2026
Fairfield Financial Advisors, LTD History Reduced 6,066 308 0.1% 0.21% 931 -5,383 -47.02% Q4 2025 Feb 02, 2026
Fifth Third Wealth Advisors LLC History Added to 6,050 307 0.01% 0.01% 932 +19 0.32% Q4 2025 Jan 15, 2026
NWAM LLC History New 4,790 306 0.02% — 935 +4,790 New Q4 2025 Feb 04, 2026
COZAD ASSET MANAGEMENT INC History Reduced 6,019 306 0.02% 0.04% 933 -3,457 -36.48% Q4 2025 Feb 13, 2026
FDx Advisors, Inc. History Added to 6,017 306 0.16% 0.08% 934 +298 5.21% Q4 2025 Feb 10, 2026
Chung Wu Investment Group, LLC History New 6,000 305 0.25% — 938 +6,000 New Q4 2025 Feb 02, 2026
INTERCAPITAL, LLC History New 6,000 305 0.11% — 939 +6,000 New Q4 2025 Feb 13, 2026
AXS Investments LLC History No change 6,000 305 0.15% 0.14% 936 0 0.0% Q4 2025 Feb 10, 2026
Martel Wealth Advisors Inc History No change 6,000 305 0.05% 0.06% 937 0 0.0% Q4 2025 Jan 21, 2026
Waldron Private Wealth LLC History Reduced 5,981 304 0.01% 0.02% 940 -1,176 -16.43% Q4 2025 Jan 14, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 5,975 304 0.58% 0.42% 941 0 0.0% Q4 2025 Jan 21, 2026
Argos Wealth Advisors, LLC History New 5,966 303 0.08% — 942 +5,966 New Q4 2025 Feb 04, 2026
Traveka Wealth, LLC History Reduced 5,950 302 0.12% 0.17% 945 -836 -12.32% Q4 2025 Jan 08, 2026
BANK OF STOCKTON History Added to 5,954 302 0.09% 0.08% 943 +580 10.79% Q4 2025 Jan 21, 2026
Zuckerman Investment Group, LLC History No change 5,952 302 0.03% 0.03% 944 0 0.0% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 5,935 301 0.0% 0.0% 946 +653 12.36% Q4 2025 Feb 09, 2026
Armstrong, Fleming & Moore, Inc History Reduced 5,878 299 0.14% 0.16% 947 -234 -3.83% Q4 2025 Jan 16, 2026
Optas, LLC History Added to 5,863 298 0.05% 0.05% 949 +642 12.3% Q4 2025 Jan 27, 2026
Valmark Advisers, Inc. History Added to 5,870 298 0.0% 0.0% 948 +18 0.31% Q4 2025 Jan 26, 2026
Cyndeo Wealth Partners, LLC History Added to 5,847 297 0.02% 0.01% 950 +2,103 56.17% Q4 2025 Jan 07, 2026
Cromwell Holdings LLC History Reduced 5,832 296 0.16% 0.17% 951 -50 -0.85% Q4 2025 Jan 20, 2026
Crestwood Advisors Group, LLC History Added to 5,815 295 0.0% 0.0% 952 +2,052 54.53% Q4 2025 Feb 03, 2026
Kathmere Capital Management, LLC History Reduced 5,786 294 0.02% 0.03% 953 -1,876 -24.48% Q4 2025 Jan 13, 2026
CALTON & ASSOCIATES, INC. History New 5,719 291 0.04% — 954 +5,719 New Q4 2025 Feb 10, 2026
ANCHYRA PARTNERS LLC History New 5,717 290 0.09% — 956 +5,717 New Q4 2025 Jan 29, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 5,717 290 0.0% 0.0% 955 -1,929 -25.23% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Reduced 5,683 289 0.03% 0.06% 957 -6,521 -53.43% Q4 2025 Jan 26, 2026
Athena Wealth Management, LLC History New 5,696 289 0.28% — 958 +5,696 New Q4 2025 Apr 17, 2026
Frontier Asset Management, LLC History New 5,679 288 0.07% — 959 +5,679 New Q4 2025 Feb 04, 2026
Five Oceans Advisors History Reduced 5,647 287 0.1% 0.18% 960 -3,213 -36.26% Q4 2025 Jan 16, 2026
GFS Advisors, LLC History New 5,625 286 0.03% — 961 +5,625 New Q4 2025 Feb 11, 2026
Calamos Wealth Management LLC History Reduced 5,639 286 0.01% 0.01% 962 -1,843 -24.63% Q4 2025 Jan 29, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 5,585 284 0.02% 0.02% 963 +1,539 38.04% Q4 2025 Feb 05, 2026
Mayflower Financial Advisors, LLC History Reduced 5,601 284 0.03% 0.05% 964 -1,058 -15.89% Q4 2025 Jan 13, 2026
SIERRA OCEAN, LLC History Reduced 5,555 282 0.23% 0.34% 965 -1,668 -23.09% Q4 2025 Feb 06, 2026
Perkins Coie Trust Co History No change 5,542 281 0.05% 0.06% 966 0 0.0% Q4 2025 Jan 12, 2026
Berkeley Capital Partners, LLC History Added to 5,505 280 0.07% 0.05% 967 +1,641 42.47% Q4 2025 Feb 05, 2026
Quantum Portfolio Management LLC History Reduced 5,506 280 0.12% 0.1% 969 -443 -7.45% Q4 2025 Feb 12, 2026
Red Wave Investments LLC History Reduced 5,509 280 0.08% 0.1% 968 -247 -4.29% Q4 2025 Feb 06, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 5,486 279 0.09% 0.08% 970 +1,296 30.93% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 5,452 277 0.01% 0.01% 971 +1,757 47.55% Q4 2025 Feb 06, 2026
PARK NATIONAL CORP /OH/ History Added to 5,438 276 0.01% 0.01% 972 +517 10.51% Q4 2025 Jan 05, 2026
Arlington Capital Management, Inc. History New 5,422 275 0.17% — 973 +5,422 New Q4 2025 Jan 06, 2026
Hudson Portfolio Management LLC History No change 5,415 275 0.24% 0.27% 974 0 0.0% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Reduced 5,394 274 0.02% 0.1% 975 -28,409 -84.04% Q4 2025 Jan 29, 2026
Asio Capital, LLC History Added to 5,386 274 0.04% 0.04% 976 +200 3.86% Q4 2025 Jan 21, 2026
Elefante Mark B History Reduced 5,370 273 0.17% 0.53% 977 -9,493 -63.87% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Reduced 5,358 272 0.01% 0.01% 978 -955 -15.13% Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Added to 5,359 272 0.02% 0.01% 980 +944 21.38% Q4 2025 Jan 30, 2026
Elm Partners Management LLC History No change 5,330 272 0.01% 0.01% 979 0 0.0% Q4 2025 Feb 10, 2026
Mission Creek Capital Partners, Inc. History Reduced 5,342 271 0.05% 0.51% 982 -41,468 -88.59% Q4 2025 Feb 12, 2026
HANCOCK WHITNEY CORP History Reduced 5,340 271 0.0% 0.01% 981 -4,723 -46.93% Q4 2025 Feb 17, 2026
True North Advisors, LLC History Added to 5,305 269 0.03% 0.04% 983 +199 3.9% Q4 2025 Jan 22, 2026
PMV Capital Advisers, LLC History No change 5,301 269 0.49% 0.57% 984 0 0.0% Q4 2025 Jan 08, 2026
MATHER GROUP, LLC. History Reduced 5,279 268 0.0% 0.0% 985 -140 -2.58% Q4 2025 Jan 13, 2026
Kentucky Trust Co History Reduced 5,250 267 0.14% 0.17% 986 -400 -7.08% Q4 2025 Jan 21, 2026
ATLAS CAPITAL ADVISORS INC. History New 5,218 266 0.03% — 987 +5,218 New Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Reduced 5,222 265 0.01% 0.02% 990 -7,734 -59.69% Q4 2025 Jan 28, 2026
Archford Capital Strategies, LLC History New 5,223 265 0.03% — 989 +5,223 New Q4 2025 Jan 15, 2026
INTRUST BANK NA History Reduced 5,215 265 0.02% 0.02% 988 -119 -2.23% Q4 2025 Feb 06, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 5,199 264 0.15% 0.19% 991 -797 -13.29% Q4 2025 Jan 15, 2026
Samjo Management, LLC History Reduced 5,200 264 0.1% 0.11% 992 -100 -1.89% Q4 2025 Feb 17, 2026
a16z Perennial Management, L.P. History No change 5,176 263 0.02% 0.02% 993 0 0.0% Q4 2025 Feb 10, 2026
GK Wealth Management LLC History Added to 6,534 259 0.17% 0.25% 994 +448 7.36% Q4 2025 Jan 05, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 5,076 258 0.01% 0.01% 995 +1,122 28.38% Q4 2025 Feb 17, 2026
CERTUITY, LLC History Added to 5,052 257 0.02% 0.02% 996 +177 3.63% Q4 2025 Jan 30, 2026
BNC WEALTH MANAGEMENT, LLC History No change 5,058 257 0.07% 0.07% 997 0 0.0% Q4 2025 Jan 22, 2026
Harbour Wealth Management Group, Inc. History New 5,034 256 0.2% — 1000 +5,034 New Q4 2025 Feb 19, 2026
WEBSTER BANK, N. A. History Reduced 5,047 256 0.02% 0.03% 998 -413 -7.56% Q4 2025 Jan 23, 2026
Accretive Wealth Partners, LLC History No change 5,045 256 0.08% 0.09% 999 0 0.0% Q4 2025 Jan 28, 2026
Dynamic Technology Lab Private Ltd History New 5,000 254 0.06% — 1002 +5,000 New Q4 2025 Feb 13, 2026
Hanson & Doremus Investment Management History Reduced 5,000 254 0.03% 0.04% 1001 -286 -5.41% Q4 2025 Jan 20, 2026
Williams Jones Wealth Management, LLC. History Reduced 4,950 251 0.0% 0.0% 1004 -122 -2.41% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History Added to 4,941 251 0.01% 0.01% 1003 +6 0.12% Q4 2025 Jan 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 4,929 250 0.0% — 1005 +4,929 New Q4 2025 Feb 12, 2026
Texas Capital Bank Wealth Management Services Inc History New 4,921 250 0.01% — 1007 +4,921 New Q4 2025 Feb 09, 2026
Manchester Capital Management LLC History Reduced 4,914 250 0.03% 0.05% 1006 -2,271 -31.61% Q4 2025 Feb 11, 2026
Exeter Financial, LLC History New 4,895 249 0.11% — 1008 +4,895 New Q4 2025 Jan 07, 2026
Manske Wealth Management History New 4,880 248 0.07% — 1009 +4,880 New Q4 2025 Feb 03, 2026
Tradewinds Capital Management, LLC History No change 4,860 247 0.05% 0.06% 1010 0 0.0% Q4 2025 Jan 14, 2026
Hyposwiss Advisors SA History New 4,820 245 0.24% — 1011 +4,820 New Q4 2025 Feb 17, 2026
Tortuga Wealth Management, Inc History New 4,797 244 0.26% — 1012 +4,797 New Q4 2025 Apr 16, 2026
Sargent Investment Group, LLC History New 4,776 243 0.03% — 1014 +4,776 New Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Reduced 4,795 243 0.01% 0.02% 1013 -494 -9.34% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 4,767 242 0.0% 0.0% 1016 -16,200 -77.26% Q4 2025 Jan 27, 2026
FIRST FINANCIAL BANKSHARES INC History New 4,774 242 0.0% — 1015 +4,774 New Q4 2025 Feb 12, 2026
Sage Mountain Advisors LLC History Reduced 4,769 242 0.01% 0.02% 1018 -2,625 -35.5% Q4 2025 Jan 23, 2026
Colonial Trust Advisors History Reduced 4,766 242 0.02% 0.02% 1017 -456 -8.73% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Reduced 4,745 241 0.0% 0.0% 1019 -162 -3.3% Q4 2025 Jan 13, 2026
VestGen Advisors, LLC History Added to 4,739 241 0.01% 0.01% 1021 +141 3.07% Q4 2025 Feb 17, 2026
SITTNER & NELSON, LLC History Reduced 5,073 241 0.09% 0.1% 1020 -2 -0.04% Q4 2025 Feb 11, 2026
Fulcrum Equity Management History Reduced 4,734 240 0.23% 0.32% 1022 -1,036 -17.95% Q4 2025 Jan 06, 2026
CoreFirst Bank & Trust History No change 4,723 240 0.13% 0.14% 1023 0 0.0% Q4 2025 Feb 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 4,717 239 0.0% — 1024 +4,717 New Q4 2025 Feb 09, 2026
Westside Investment Management, Inc. History Added to 4,630 238 0.04% 0.03% 1027 +1,800 63.6% Q4 2025 Jan 23, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 4,696 238 0.01% 0.01% 1025 -1,469 -23.83% Q4 2025 Feb 09, 2026
STRATEGY ASSET MANAGERS LLC History Added to 4,694 238 0.04% 0.04% 1026 +330 7.56% Q4 2025 Feb 11, 2026
DARA CAPITAL US, INC. History New 4,630 235 0.21% — 1028 +4,630 New Q4 2025 Jan 23, 2026
Corient IA LLC History Reduced 4,630 235 0.22% 0.29% 1029 -2,370 -33.86% Q4 2025 Feb 13, 2026
Evergreen Wealth Management, LLC History New 4,592 233 0.12% — 1030 +4,592 New Q4 2025 Feb 06, 2026
Raab & Moskowitz Asset Management LLC History Reduced 4,571 232 0.05% 0.07% 1031 -1,310 -22.28% Q4 2025 Jan 20, 2026
Clear Harbor Asset Management, LLC History Added to 4,552 231 0.02% 0.02% 1032 +462 11.3% Q4 2025 Feb 10, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 4,536 230 0.11% 0.17% 1033 -2,155 -32.21% Q4 2025 Jan 26, 2026
Ellevest, Inc. History Reduced 4,529 230 0.03% 0.05% 1035 -1,665 -26.88% Q4 2025 Feb 10, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 4,531 230 0.01% 0.01% 1034 -878 -16.23% Q4 2025 Feb 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 4,526 230 0.01% 0.02% 1036 0 0.0% Q4 2025 Feb 12, 2026
Telos Capital Management, Inc. History Added to 4,519 229 0.02% 0.02% 1037 +117 2.66% Q4 2025 Jan 22, 2026
Martin Investment Management, LLC History Reduced 4,484 228 0.06% 3.88% 1038 -270,722 -98.37% Q4 2025 Feb 10, 2026
Knights of Columbus Asset Advisors LLC History No change 4,493 228 0.01% 0.01% 1039 0 0.0% Q4 2025 Feb 09, 2026
Signet Private Wealth LLC History New 4,468 227 0.22% — 1042 +4,468 New Q4 2025 Feb 11, 2026
Frazier Financial Advisors, LLC History Added to 4,478 227 0.13% 0.1% 1041 +1,550 52.94% Q4 2025 Feb 09, 2026
Independence Bank of Kentucky History Reduced 4,472 227 0.03% 0.04% 1040 -763 -14.57% Q4 2025 Jan 20, 2026
Tyche Wealth Partners LLC History New 4,460 226 0.04% — 1044 +4,460 New Q4 2025 Jan 23, 2026
Cornerstone Wealth Management, LLC History Added to 4,445 226 0.01% 0.01% 1043 +500 12.67% Q4 2025 Feb 05, 2026
Net Worth Advisory Group History Reduced 4,441 225 0.05% 0.1% 1045 -1,816 -29.02% Q4 2025 Jan 14, 2026
Chancellor Financial Group WB LP History New 4,414 224 0.15% — 1047 +4,414 New Q4 2025 Feb 05, 2026
CENTRAL TRUST Co History Reduced 4,407 224 0.0% 0.01% 1046 -200 -4.34% Q4 2025 Feb 02, 2026
GTS SECURITIES LLC History New 4,391 223 0.01% — 1048 +4,391 New Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Reduced 4,373 222 0.04% 0.0% 1049 -908 -17.19% Q4 2025 Mar 04, 2026
Legacy Capital Wealth Partners, LLC History Reduced 4,363 221 0.05% 0.06% 1052 -788 -15.3% Q4 2025 Jan 16, 2026
XPONANCE LLC History Added to 4,348 221 0.0% 0.0% 1051 +457 11.75% Q4 2025 Feb 12, 2026
BURNS J W & CO INC/NY History Reduced 4,350 221 0.02% 0.03% 1050 -250 -5.43% Q4 2025 Jan 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History New 4,330 220 0.01% — 1053 +4,330 New Q4 2025 Feb 13, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 4,337 220 0.03% 0.03% 1054 -563 -11.49% Q4 2025 Feb 03, 2026
Innova Wealth Partners History Added to 4,337 220 0.11% 0.12% 1055 +246 6.01% Q4 2025 Jan 07, 2026
Painted Porch Advisors LLC History New 4,312 219 0.09% — 1056 +4,312 New Q4 2025 Mar 19, 2026
Wealthspire Retirement, LLC History Added to 4,319 219 0.01% 0.02% 1057 +38 0.89% Q4 2025 Feb 18, 2026
Aviso Financial Inc. History Reduced 4,292 218 0.01% 0.07% 1061 -25,309 -85.5% Q4 2025 Feb 13, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History New 4,301 218 0.09% — 1062 +4,301 New Q4 2025 Feb 18, 2026
RIA Advisory Group LLC History Reduced 4,298 218 0.05% 0.07% 1060 -845 -16.43% Q4 2025 Feb 02, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 4,287 218 0.01% 0.02% 1059 -628 -12.78% Q4 2025 Feb 11, 2026
IPG Investment Advisors LLC History Added to 4,286 218 0.04% 0.04% 1058 +460 12.02% Q4 2025 Feb 09, 2026
PLIMOTH TRUST CO LLC History Reduced 4,275 217 0.05% 0.07% 1063 -1,420 -24.93% Q4 2025 Jan 27, 2026
Werba Rubin Papier Wealth Management History Added to 4,270 217 0.06% 0.04% 1064 +241 5.98% Q4 2025 Jan 27, 2026
BEACON FINANCIAL GROUP History New 4,248 216 0.02% — 1065 +4,248 New Q4 2025 Apr 01, 2026
Cooper Financial Group History Reduced 4,252 216 0.02% 0.04% 1066 -2,366 -35.75% Q4 2025 Jan 08, 2026
Brucke Financial, Inc. History Reduced 4,260 216 0.12% 0.14% 1067 -633 -12.94% Q4 2025 Jan 12, 2026
LJI Wealth Management, LLC History Added to 4,239 215 0.03% 0.04% 1068 +309 7.86% Q4 2025 Feb 03, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History New 4,225 214 0.0% — 1069 +4,225 New Q4 2025 Feb 17, 2026
Colorado Capital Management, Inc. History No change 4,209 214 0.08% 0.09% 1070 0 0.0% Q4 2025 Jan 23, 2026
Trajan Wealth LLC History New 4,200 213 0.01% — 1071 +4,200 New Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 4,167 211 0.01% 0.05% 1073 -5,538 -57.06% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History New 4,149 211 0.0% — 1072 +4,149 New Q4 2025 Jan 14, 2026
Jefferson Bridge Capital, LLC History New 4,149 211 0.21% — 1074 +4,149 New Q4 2025 Jan 21, 2026
Mesirow Financial Investment Management, Inc. History Reduced 4,134 210 0.0% 0.01% 1075 -6,320 -60.46% Q4 2025 Feb 05, 2026
Aljian Capital Management, LLC History Reduced 4,129 210 0.04% 0.06% 1076 -1,250 -23.24% Q4 2025 Jan 23, 2026
EVERPAR ADVISORS LLC History Added to 4,145 210 0.08% 0.09% 1077 +119 2.96% Q4 2025 Jan 07, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 4,118 209 0.03% 0.15% 1078 -13,555 -76.7% Q4 2025 Feb 11, 2026
Marin Bay Wealth Advisors, LLC History New 4,110 209 0.12% — 1079 +4,110 New Q4 2025 Feb 17, 2026
Atlatl Advisers LLC History Added to 4,101 208 0.08% 0.09% 1080 +21 0.51% Q4 2025 Feb 09, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 4,066 206 0.0% 0.0% 1081 +2,693 196.14% Q4 2025 Feb 05, 2026
Avise Financial Cooperative, Inc. History New 4,041 205 0.18% — 1085 +4,041 New Q4 2025 Feb 11, 2026
VIAWEALTH, LLC History Reduced 4,036 205 0.12% 0.2% 1084 -2,600 -39.18% Q4 2025 Feb 10, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 4,040 205 0.08% 0.09% 1082 +39 0.97% Q4 2025 Feb 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 4,035 205 0.01% 0.01% 1083 -8 -0.2% Q4 2025 Feb 13, 2026
TRUE Private Wealth Advisors History Added to 4,017 204 0.02% 0.02% 1086 +9 0.22% Q4 2025 Feb 13, 2026
Bryn Mawr Trust Advisors, LLC History New 4,002 203 0.01% — 1089 +4,002 New Q4 2025 Feb 04, 2026
Krilogy Financial LLC History New 3,181 203 0.01% — 1088 +3,181 New Q4 2025 Jan 27, 2026
Abundance Wealth Counselors History Reduced 4,007 203 0.03% 0.05% 1090 -786 -16.4% Q4 2025 Jan 26, 2026
FCA CORP /TX History No change 4,000 203 0.06% 0.06% 1087 0 0.0% Q4 2025 Feb 11, 2026
Gotham Asset Management, LLC History New 3,987 202 0.0% — 1091 +3,987 New Q4 2025 Feb 17, 2026
Encompass More Asset Management History Reduced 3,976 202 0.04% 0.05% 1092 -905 -18.54% Q4 2025 Feb 03, 2026
EVOLVE PRIVATE WEALTH, LLC History New 3,954 201 0.01% — 1095 +3,954 New Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History Reduced 3,956 201 0.05% 0.17% 1094 -422 -9.64% Q4 2025 Mar 03, 2026
Kovack Advisors, Inc. History Reduced 3,962 201 0.01% 0.02% 1093 -147 -3.58% Q4 2025 Feb 17, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 3,932 200 0.02% 0.03% 1096 -75 -1.87% Q4 2025 Feb 13, 2026
Key FInancial Inc History Reduced 3,876 197 0.04% 0.04% 1097 -60 -1.52% Q4 2025 Feb 09, 2026
Rosenberg Matthew Hamilton History Added to 3,843 195 0.04% 0.04% 1098 +127 3.42% Q4 2025 Jan 05, 2026
Curat Global, LLC History No change 3,830 194 0.22% 0.2% 1099 0 0.0% Q4 2025 Feb 06, 2026
Byrne Asset Management LLC History No change 3,602 183 0.1% 0.12% 1100 0 0.0% Q4 2025 Jan 12, 2026
MSA Advisors, LLC History No change 3,500 178 0.04% 0.05% 1101 0 0.0% Q4 2025 Feb 17, 2026
Winthrop Capital Management, LLC History Reduced 3,358 171 0.04% 0.06% 1102 -1,244 -27.03% Q4 2025 Feb 10, 2026
Spire Wealth Management History Reduced 3,294 167 0.01% 0.01% 1103 -1,111 -25.22% Q4 2025 Jan 14, 2026
Laurel Wealth Advisors LLC History New 3,233 164 0.02% — 1104 +3,233 New Q4 2025 Jan 30, 2026
LRI Investments, LLC History Reduced 3,194 162 0.01% 0.02% 1105 -2,196 -40.74% Q4 2025 Feb 04, 2026
Evelyn Partners Investment Management LLP History No change 3,141 159 0.0% 0.0% 1106 0 0.0% Q4 2025 Feb 13, 2026
Hilltop National Bank History Reduced 3,120 158 0.04% 0.04% 1107 -156 -4.76% Q4 2025 Jan 07, 2026
TFC Financial Management, Inc. History Added to 3,031 154 0.02% 0.02% 1108 +90 3.06% Q4 2025 Jan 23, 2026
Financial Network Wealth Advisors LLC History Added to 3,006 152 0.16% 0.18% 1110 +29 0.97% Q4 2025 Feb 13, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 3,000 152 0.02% 0.03% 1109 0 0.0% Q4 2025 Feb 10, 2026
Keating Financial Advisory Services, Inc. History New 2,878 146 0.02% — 1112 +2,878 New Q4 2025 Feb 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 2,888 146 0.01% 0.01% 1111 -139 -4.59% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History Reduced 2,844 145 0.01% 0.02% 1113 -403 -12.41% Q4 2025 Jan 29, 2026
Miller Global Investments, LLC History New 2,844 144 0.13% — 1114 +2,844 New Q4 2025 Jan 05, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 2,780 141 0.0% 0.0% 1115 0 0.0% Q4 2025 Jan 28, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History New 229,960 139 0.01% — 1116 +229,960 New Q4 2025 Feb 17, 2026
Aventura Private Wealth, LLC History Reduced 2,539 129 0.05% 0.06% 1117 -535 -17.4% Q4 2025 Jan 07, 2026
FNY Investment Advisers, LLC History New 2,530 127 0.04% — 1119 +2,530 New Q4 2025 Jan 16, 2026
BOK Financial Private Wealth, Inc. History No change 2,500 127 0.01% 0.01% 1118 0 0.0% Q4 2025 Feb 06, 2026
Jessup Wealth Management, Inc History New 2,435 123 0.04% — 1120 +2,435 New Q4 2025 Feb 11, 2026
REXFORD CAPITAL INC History Reduced 2,436 123 0.09% 0.12% 1121 -400 -14.1% Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History Added to 2,389 121 0.01% 0.01% 1123 +887 59.05% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Reduced 2,381 121 0.0% 0.0% 1122 -556 -18.93% Q4 2025 Feb 17, 2026
Brentview Investment Management LLC History No change 2,334 118 0.05% 0.06% 1124 0 0.0% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Reduced 2,302 117 0.01% 0.01% 1125 -1,103 -32.39% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History No change 2,307 117 0.02% 0.02% 1126 0 0.0% Q4 2025 Jan 20, 2026
PALLADIEM, LLC History New 2,279 116 0.11% — 1127 +2,279 New Q4 2025 Feb 11, 2026
Greykasell Wealth Strategies, Inc. History Added to 2,269 115 0.05% 0.05% 1128 +112 5.19% Q4 2025 Feb 11, 2026
HM PAYSON & CO History Reduced 2,225 113 0.0% 0.0% 1129 -293 -11.64% Q4 2025 Feb 12, 2026
Ceeto Capital Group, LLC History No change 2,206 112 0.03% 0.04% 1130 0 0.0% Q4 2025 Feb 13, 2026
Sunrise Financial Services, LLC History New 2,184 111 0.08% — 1132 +2,184 New Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History Reduced 1,791 111 0.01% 0.01% 1131 -10 -0.56% Q4 2025 Jan 21, 2026
Westerkirk Capital Inc. History Reduced 2,128 108 0.01% 0.03% 1134 -2,472 -53.74% Q4 2025 Feb 11, 2026
Center for Financial Planning, Inc. History Added to 2,134 108 0.01% 0.0% 1133 +1,390 186.83% Q4 2025 Feb 05, 2026
AdvisorNet Financial, Inc History Added to 2,113 107 0.01% 0.01% 1135 +188 9.77% Q4 2025 Jan 20, 2026
N.E.W. Advisory Services LLC History Added to 2,114 107 0.01% 0.01% 1136 +100 4.97% Q4 2025 Jan 28, 2026
Newbridge Financial Services Group, Inc. History No change 2,102 106 0.02% 0.02% 1137 0 0.0% Q4 2025 Jan 21, 2026
General Partner, Inc. History No change 2,080 105 0.06% 0.06% 1138 0 0.0% Q4 2025 Jan 06, 2026
Stephens Consulting, LLC History No change 2,050 104 0.03% 0.04% 1139 0 0.0% Q4 2025 Jan 13, 2026
Parvin Asset Management, LLC History Reduced 2,015 102 0.08% 0.16% 1140 -1,200 -37.33% Q4 2025 Feb 17, 2026
Leonteq Securities AG History Reduced 2,000 101 0.0% 0.47% 1141 -279,680 -99.29% Q4 2025 Feb 06, 2026
Avalon Trust Co History Reduced 2,000 101 0.01% 0.01% 1142 -372 -15.68% Q4 2025 Feb 09, 2026
MSRH, LLC History New 1,868 95 0.11% — 1143 +1,868 New Q4 2025 Apr 06, 2026
KERR FINANCIAL PLANNING Corp History Added to 2,109 91 0.12% 0.0% 1144 +2,083 8011.54% Q4 2025 Feb 10, 2026
GABLES CAPITAL MANAGEMENT INC. History Reduced 1,775 90 0.04% 0.04% 1145 -125 -6.58% Q4 2025 Feb 06, 2026
Asset Dedication, LLC History Reduced 1,755 89 0.01% 0.01% 1146 -610 -25.79% Q4 2025 Jan 26, 2026
JNBA Financial Advisors History No change 1,676 85 0.01% 0.01% 1147 0 0.0% Q4 2025 Jan 26, 2026
Truvestments Capital LLC History Reduced 1,639 83 0.02% 0.02% 1148 -200 -10.88% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Reduced 1,718 82 0.0% 0.01% 1149 -1,774 -50.8% Q4 2025 Feb 06, 2026
Trifecta Capital Advisors, LLC History Added to 1,616 82 0.01% 0.01% 1150 +1,000 162.34% Q4 2025 Jan 30, 2026
Garner Asset Management Corp History New 1,572 79 0.03% — 1151 +1,572 New Q4 2025 Feb 03, 2026
WPG Advisers, LLC History Reduced 1,547 78 0.06% 0.08% 1153 -310 -16.69% Q4 2025 Jan 28, 2026
Addison Advisors LLC History Reduced 1,544 78 0.02% 0.02% 1152 -24 -1.53% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 1,518 77 0.02% 0.03% 1154 +338 28.64% Q4 2025 Feb 09, 2026
TSFG, LLC History Added to 1,500 76 0.01% 0.01% 1158 +599 66.48% Q4 2025 Feb 04, 2026
North Star Investment Management Corp. History Reduced 1,496 76 0.0% 0.01% 1157 -558 -27.17% Q4 2025 Jan 30, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,502 76 0.0% 0.0% 1156 -198 -11.65% Q4 2025 Jan 15, 2026
FIRST HORIZON CORP History Reduced 1,496 76 0.0% 0.0% 1155 -155 -9.39% Q4 2025 Jan 27, 2026
Cornerstone Planning Group LLC History Added to 1,251 75 0.01% 0.0% 1159 +1,195 2133.93% Q4 2025 Feb 02, 2026
Glen Eagle Advisors, LLC History Reduced 1,444 73 0.01% 0.02% 1161 -758 -34.42% Q4 2025 Feb 13, 2026
Crewe Advisors LLC History Added to 1,439 73 0.01% 0.01% 1160 +6 0.42% Q4 2025 Jan 16, 2026
S&T BANK/PA History No change 1,430 72 0.02% 0.02% 1162 0 0.0% Q4 2025 Feb 13, 2026
ENTRUST FINANCIAL LLC History New 1,369 69 0.05% — 1163 +1,369 New Q4 2025 Feb 06, 2026
SHP Wealth Management History New 1,316 66 0.01% — 1164 +1,316 New Q4 2025 Mar 04, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1,309 66 0.05% — 1165 +1,309 New Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History Reduced 1,185 65 0.01% 0.01% 1166 -300 -20.2% Q4 2025 Jan 28, 2026
Lodestone Wealth Management LLC History New 1,248 63 0.03% — 1167 +1,248 New Q4 2025 Jan 15, 2026
GPS Wealth Strategies Group, LLC History Reduced 1,201 61 0.05% 0.03% 1168 -3,620 -75.09% Q4 2025 Feb 06, 2026
BARRETT & COMPANY, INC. History Added to 1,189 60 0.02% 0.02% 1169 +20 1.71% Q4 2025 Jan 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 1,170 59 0.0% 0.0% 1170 +1,012 640.51% Q4 2025 Feb 06, 2026
Manitou Investment Management Ltd. History No change 1,159 58 0.01% 0.01% 1171 0 0.0% Q4 2025 Feb 10, 2026
Investment Research & Advisory Group, Inc. History No change 1,115 56 0.02% 0.02% 1172 0 0.0% Q4 2025 Jan 20, 2026
Covestor Ltd History Reduced 1,077 55 0.03% 0.04% 1174 -123 -10.25% Q4 2025 Feb 06, 2026
Washington Trust Advisors, Inc. History Added to 1,081 55 0.0% 0.0% 1173 +83 8.32% Q4 2025 Feb 03, 2026
Whipplewood Advisors, LLC History Added to 1,074 54 0.03% 0.04% 1175 +74 7.4% Q4 2025 Feb 17, 2026
Heritage Wealth Advisors History No change 1,050 53 0.0% 0.0% 1176 0 0.0% Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History New 1,034 52 0.02% — 1178 +1,034 New Q4 2025 Jan 23, 2026
City State Bank History No change 1,040 52 0.01% 0.02% 1177 0 0.0% Q4 2025 Jan 28, 2026
PITTENGER & ANDERSON INC History Added to 1,015 51 0.0% 0.0% 1179 +915 915.0% Q4 2025 Feb 02, 2026
Park Place Capital Corp History No change 1,000 50 0.01% 0.01% 1180 0 0.0% Q4 2025 Jan 09, 2026
Evelyn Partners Investment Management Services Ltd History No change 985 50 0.01% 0.01% 1181 0 0.0% Q4 2025 Feb 13, 2026
WINNOW WEALTH LLC History No change 988 50 0.04% 0.04% 1182 0 0.0% Q4 2025 Feb 11, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 955 49 0.01% 0.03% 1183 -1,254 -56.77% Q4 2025 Feb 02, 2026
Banque Transatlantique SA History Reduced 945 48 0.0% 0.0% 1184 -1,410 -59.87% Q4 2025 Feb 26, 2026
Elyxium Wealth, LLC History New 926 47 0.01% — 1185 +926 New Q4 2025 Feb 05, 2026
Olistico Wealth, LLC History New 901 45 0.02% — 1188 +901 New Q4 2025 Jan 13, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 895 45 0.01% 0.0% 1187 +677 310.55% Q4 2025 Feb 10, 2026
Roble, Belko & Company, Inc History Added to 892 45 0.01% 0.0% 1186 +434 94.76% Q4 2025 Jan 12, 2026
Kennebec Savings Bank History No change 892 45 0.04% 0.04% 1189 0 0.0% Q4 2025 Jan 22, 2026
Quent Capital, LLC History Added to 870 44 0.0% 0.0% 1190 +144 19.83% Q4 2025 Jan 29, 2026
Eagle Bay Advisors LLC History New 859 43 0.03% — 1191 +859 New Q4 2025 Jan 23, 2026
Quattro Advisors LLC History New 859 43 0.03% — 1192 +859 New Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Reduced 841 42 0.0% 0.0% 1194 -261 -23.68% Q4 2025 Jan 30, 2026
Root Financial Partners, LLC History Added to 837 42 0.0% 0.0% 1195 +21 2.57% Q4 2025 Feb 10, 2026
Lavaca Capital LLC History No change 840 42 0.01% 0.01% 1193 0 0.0% Q4 2025 Feb 13, 2026
Provenance Wealth Advisors, LLC History No change 841 42 0.0% 0.01% 1196 0 0.0% Q4 2025 Jan 26, 2026
T. Rowe Price Investment Management, Inc. History New 802 41 0.0% — 1198 +802 New Q4 2025 Feb 19, 2026
Community Bank, N.A. History No change 806 41 0.0% 0.01% 1197 0 0.0% Q4 2025 Feb 04, 2026
Kingdom Financial Group LLC. History New 801 40 0.01% — 1204 +801 New Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Reduced 797 40 0.0% 0.0% 1200 -359 -31.06% Q4 2025 Jan 14, 2026
Westfuller Advisors, LLC History Reduced 795 40 0.02% 0.02% 1205 -86 -9.76% Q4 2025 Jan 21, 2026
Colonial Trust Co / SC History Reduced 793 40 0.01% 0.01% 1203 -71 -8.22% Q4 2025 Feb 12, 2026
SRH ADVISORS, LLC History No change 800 40 0.01% 0.01% 1199 0 0.0% Q4 2025 Jan 21, 2026
Solstein Capital, LLC History No change 794 40 0.02% 0.01% 1201 0 0.0% Q4 2025 Feb 13, 2026
Missouri Trust & Investment Co History No change 800 40 0.01% 0.01% 1202 0 0.0% Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History Reduced 770 39 0.02% 0.03% 1206 -816 -51.45% Q4 2025 Feb 18, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 700 35 0.0% 0.0% 1207 -156 -18.22% Q4 2025 Jan 20, 2026
DV Trading LLC History New 676 34 0.0% — 1208 +676 New Q4 2025 Feb 17, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Added to 684 34 0.02% 0.02% 1210 +154 29.06% Q4 2025 Jan 22, 2026
Kozak & Associates, Inc. History No change 593 34 0.01% 0.01% 1209 0 0.0% Q4 2025 Jan 12, 2026
GW&K Investment Management, LLC History Added to 642 33 0.0% 0.0% 1211 +200 45.25% Q4 2025 Feb 11, 2026
Quaker Wealth Management, LLC History Added to 615 31 0.01% 0.0% 1213 +400 186.05% Q4 2025 Jan 28, 2026
Oakworth Capital, Inc. History Added to 619 31 0.0% 0.0% 1212 +182 41.65% Q4 2025 Jan 30, 2026
Transamerica Financial Advisors, LLC History Added to 603 30 0.0% 0.0% 1214 +403 201.5% Q4 2025 Feb 13, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 594 30 0.0% 0.0% 1215 -170 -22.25% Q4 2025 Jan 23, 2026
Granite FO LLC History No change 590 30 0.02% 0.02% 1216 0 0.0% Q4 2025 Feb 06, 2026
TrinityBridge Ltd History Reduced 570 29 0.0% 0.0% 1217 -583 -50.56% Q4 2025 Feb 10, 2026
MASECO LLP History New 574 29 0.0% — 1218 +574 New Q4 2025 Jan 22, 2026
Jackson, Grant Investment Advisers, Inc. History New 561 28 0.01% — 1219 +561 New Q4 2025 Jan 27, 2026
CX Institutional History Added to 548 28 0.0% 0.0% 1220 +68 14.17% Q4 2025 Feb 02, 2026
AMERICAN NATIONAL BANK & TRUST History New 543 27 0.0% — 1221 +543 New Q4 2025 Jan 20, 2026
Dunhill Financial, LLC History Reduced 540 27 0.01% 0.02% 1224 -532 -49.63% Q4 2025 Jan 29, 2026
WealthCollab, LLC History Added to 538 27 0.01% 0.01% 1226 +260 93.53% Q4 2025 Jan 27, 2026
Accent Capital Management, LLC History Added to 550 27 0.01% 0.01% 1225 +182 49.46% Q4 2025 Feb 09, 2026
United Financial Planning Group LLC History Added to 538 27 0.02% 0.01% 1227 +129 31.54% Q4 2025 Feb 11, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 549 27 0.0% 0.0% 1222 0 0.0% Q4 2025 Jan 23, 2026
Pinnacle Bancorp, Inc. History No change 542 27 0.01% 0.01% 1223 0 0.0% Q4 2025 Jan 22, 2026
Merited Wealth, LLC History New 501 25 0.02% — 1232 +501 New Q4 2025 Mar 26, 2026
Godfrey Financial Associates, Inc. History New 493 25 0.02% — 1231 +493 New Q4 2025 Feb 10, 2026
Costello Asset Management, INC History Reduced 503 25 0.01% 0.02% 1230 -418 -45.39% Q4 2025 Feb 03, 2026
ALLIANZ SE History Reduced 506 25 0.0% 0.0% 1228 -72 -12.46% Q4 2025 Feb 13, 2026
CHELSEA COUNSEL CO History No change 500 25 0.01% 0.01% 1229 0 0.0% Q4 2025 Feb 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 472 24 0.01% — 1233 +472 New Q4 2025 Jan 20, 2026
ATWOOD & PALMER INC History No change 488 24 0.0% 0.0% 1234 0 0.0% Q4 2025 Jan 28, 2026
Indiana Trust & Investment Management Co History No change 491 24 0.01% 0.01% 1235 0 0.0% Q4 2025 Jan 21, 2026
Red Tortoise LLC History No change 476 24 0.01% 0.01% 1236 0 0.0% Q4 2025 Jan 22, 2026
J.Safra Asset Management Corp History New 466 23 0.0% — 1237 +466 New Q4 2025 Feb 11, 2026
Glass Jacobson Investment Advisors llc History Added to 470 23 0.01% 0.01% 1239 +100 27.03% Q4 2025 Jan 22, 2026
POM Investment Strategies, LLC History Reduced 454 23 0.01% 0.01% 1238 -40 -8.1% Q4 2025 Feb 17, 2026
Private Wealth Asset Management, LLC History Reduced 444 22 0.0% 0.01% 1243 -541 -54.92% Q4 2025 Feb 10, 2026
Pingora Partners LLC History Added to 440 22 0.01% 0.01% 1244 +200 83.33% Q4 2025 Feb 13, 2026
BAILLIE GIFFORD & CO History Added to 437 22 0.0% 0.0% 1241 +123 39.17% Q4 2025 Jan 23, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 452 22 0.01% 0.01% 1245 -83 -15.51% Q4 2025 Jan 15, 2026
Rossby Financial, LCC History Added to 440 22 0.01% 0.01% 1246 +10 2.33% Q4 2025 Feb 12, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 450 22 0.01% 0.01% 1240 0 0.0% Q4 2025 Feb 17, 2026
DAGCO, INC. History No change 450 22 0.01% 0.01% 1242 0 0.0% Q4 2025 Jan 08, 2026
CURIO WEALTH, LLC History New 415 21 0.01% — 1249 +415 New Q4 2025 Feb 11, 2026
Reflection Asset Management History New 395 21 0.01% — 1250 +395 New Q4 2025 Mar 02, 2026
Plante Moran Financial Advisors, LLC History Reduced 415 21 0.0% 0.0% 1247 -75 -15.31% Q4 2025 Feb 05, 2026
Disciplina Capital Management LLC History No change 416 21 0.0% 0.0% 1248 0 0.0% Q4 2025 Feb 11, 2026
BankPlus Trust Department History New 400 20 0.01% — 1253 +400 New Q4 2025 Jan 27, 2026
Financial Management Professionals, Inc. History Reduced 409 20 0.0% 0.0% 1252 -128 -23.84% Q4 2025 Jan 27, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 412 20 0.01% 0.02% 1251 -13 -3.06% Q4 2025 Feb 13, 2026
Roxbury Financial LLC History No change 400 20 0.02% 0.02% 1254 0 0.0% Q4 2025 Jan 05, 2026
Prestige Wealth Management Group LLC History No change 379 19 0.0% 0.0% 1255 0 0.0% Q4 2025 Feb 11, 2026
Copeland Capital Management, LLC History Reduced 357 18 0.0% 0.0% 1256 -284 -44.31% Q4 2025 Jan 29, 2026
True Wealth Design, LLC History Reduced 358 18 0.01% 0.01% 1259 -85 -19.19% Q4 2025 Jan 08, 2026
First Command Advisory Services, Inc. History Added to 366 18 0.0% 0.0% 1257 +36 10.91% Q4 2025 Feb 11, 2026
Strategic Investment Solutions, Inc. /IL History No change 365 18 0.0% 0.01% 1258 0 0.0% Q4 2025 Feb 27, 2026
Basepoint Wealth LLC History New 342 17 0.01% — 1263 +342 New Q4 2025 Feb 10, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History New 340 17 0.0% — 1260 +340 New Q4 2025 Jan 23, 2026
Bell Investment Advisors, Inc History Added to 353 17 0.0% 0.0% 1262 +7 2.02% Q4 2025 Feb 24, 2026
ALBION FINANCIAL GROUP /UT History No change 353 17 0.0% 0.0% 1261 0 0.0% Q4 2025 Jan 21, 2026
Johnson Financial Group, Inc. History Reduced 327 16 0.0% 0.0% 1264 -357 -52.19% Q4 2025 Feb 12, 2026
NorthAvenue LLC History New 331 16 0.01% — 1269 +331 New Q4 2025 Apr 02, 2026
SJS Investment Consulting Inc. History Added to 321 16 0.0% 0.0% 1267 +171 114.0% Q4 2025 Jan 21, 2026
Physician Wealth Advisors, Inc. History Reduced 331 16 0.0% 0.0% 1265 -56 -14.47% Q4 2025 Jan 29, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 325 16 0.0% 0.0% 1268 +50 18.18% Q4 2025 Jan 27, 2026
IAG Wealth Partners, LLC History No change 326 16 0.0% 0.0% 1266 0 0.0% Q4 2025 Feb 10, 2026
Modus Advisors, LLC History New 310 15 0.0% — 1270 +310 New Q4 2025 Feb 11, 2026
Citizens National Bank Trust Department History No change 300 15 0.0% 0.0% 1271 0 0.0% Q4 2025 Jan 30, 2026
MTM Investment Management, LLC History No change 300 15 0.0% 0.01% 1272 0 0.0% Q4 2025 Feb 09, 2026
Triumph Capital Management History New 278 14 0.0% — 1275 +278 New Q4 2025 Feb 12, 2026
Caitlin John, LLC History Added to 292 14 0.01% 0.0% 1276 +262 873.33% Q4 2025 Feb 18, 2026
Silicon Valley Capital Partners History No change 276 14 0.0% 0.0% 1273 0 0.0% Q4 2025 Feb 13, 2026
Pacific Center for Financial Services History No change 270 14 0.0% 0.0% 1274 0 0.0% Q4 2025 Feb 17, 2026
Centerpoint Advisors, LLC History Reduced 250 13 0.0% 0.04% 1277 -2,175 -89.69% Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History New 266 13 0.01% — 1280 +266 New Q4 2025 Feb 17, 2026
Medallion Wealth Advisors, LLC History Reduced 256 13 0.0% 0.01% 1281 -20 -7.25% Q4 2025 Apr 24, 2026
REDMONT WEALTH ADVISORS LLC History No change 268 13 0.02% 0.02% 1278 0 0.0% Q4 2025 Feb 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 260 13 0.01% 0.01% 1279 0 0.0% Q4 2025 Feb 17, 2026
ORG Partners LLC History Reduced 240 12 0.0% 0.01% 1286 -460 -65.71% Q4 2025 Jan 14, 2026
Kohmann Bosshard Financial Services, LLC History New 246 12 0.0% — 1283 +246 New Q4 2025 Jan 30, 2026
Vermillion & White Wealth Management Group, LLC History Reduced 241 12 0.01% 0.01% 1285 -50 -17.18% Q4 2025 Feb 18, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 250 12 0.0% 0.0% 1282 0 0.0% Q4 2025 Jan 22, 2026
Piscataqua Savings Bank History No change 250 12 0.01% 0.01% 1284 0 0.0% Q4 2025 Jan 16, 2026
Caldwell Trust Co History Reduced 220 11 0.0% 0.01% 1294 -1,447 -86.8% Q4 2025 Jan 30, 2026
Hilton Head Capital Partners, LLC History New 231 11 0.01% — 1295 +231 New Q4 2025 Feb 11, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 222 11 0.0% 0.01% 1287 -90 -28.85% Q4 2025 Jan 30, 2026
Hartford Financial Management Inc. History Reduced 228 11 0.0% 0.0% 1288 -90 -28.3% Q4 2025 Jan 21, 2026
Nemes Rush Group LLC History Added to 218 11 0.0% 0.0% 1290 +55 33.74% Q4 2025 Feb 11, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 218 11 0.01% 0.01% 1292 +47 27.49% Q4 2025 Feb 10, 2026
Bank & Trust Co History Reduced 233 11 0.01% 0.01% 1291 -24 -9.34% Q4 2025 Jan 13, 2026
CVA Family Office, LLC History No change 230 11 0.0% 0.0% 1289 0 0.0% Q4 2025 Jan 12, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 224 11 0.01% 0.01% 1293 0 0.0% Q4 2025 Feb 10, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 199 10 0.0% 0.0% 1298 -13,100 -98.5% Q4 2025 Feb 17, 2026
TD Capital Management LLC History Reduced 212 10 0.0% 0.0% 1296 -582 -73.3% Q4 2025 Feb 26, 2026
Graney & King, LLC History Reduced 200 10 0.01% 0.02% 1303 -415 -67.48% Q4 2025 Feb 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 213 10 0.0% — 1297 +200 1538.46% Q4 2025 Feb 12, 2026
Founders Capital Management History New 200 10 0.01% — 1300 +200 New Q4 2025 Jan 15, 2026
McIlrath & Eck, LLC History No change 200 10 0.0% 0.0% 1299 0 0.0% Q4 2025 Feb 03, 2026
Archer Investment Corp History No change 204 10 0.0% 0.0% 1301 0 0.0% Q4 2025 Jan 30, 2026
SOA Wealth Advisors, LLC. History No change 197 10 0.0% 0.0% 1302 0 0.0% Q4 2025 Jan 20, 2026
ALERUS FINANCIAL NA History Reduced 186 9 0.0% 0.0% 1304 -185 -49.87% Q4 2025 Feb 13, 2026
Bravera Wealth History New 183 9 0.0% — 1308 +183 New Q4 2025 Apr 22, 2026
Cornerstone Financial Management LLC History New 181 9 0.01% — 1307 +181 New Q4 2025 Feb 13, 2026
Sachetta, LLC History No change 178 9 0.0% 0.0% 1305 0 0.0% Q4 2025 Feb 02, 2026
YANKCOM Partnership History No change 190 9 0.0% 0.0% 1306 0 0.0% Q4 2025 Jan 20, 2026
Horizon Investments, LLC History Reduced 166 8 0.0% 0.0% 1309 -485 -74.5% Q4 2025 Feb 02, 2026
Benson Wealth Management INC History New 163 8 0.01% — 1317 +163 New Q4 2025 Feb 12, 2026
Pacifica Partners Inc. History Added to 153 8 0.0% 0.0% 1310 +43 39.09% Q4 2025 Jan 09, 2026
Retirement Wealth Solutions LLC History Reduced 176 8 0.01% 0.01% 1315 -30 -14.56% Q4 2025 Jan 07, 2026
Tripletail Wealth Management, LLC History Reduced 169 8 0.01% 0.01% 1316 -27 -13.78% Q4 2025 Feb 12, 2026
Cape Investment Advisory, Inc. History Reduced 158 8 0.0% 0.01% 1312 -5 -3.07% Q4 2025 Feb 17, 2026
Principia Wealth Advisory, LLC History Reduced 162 8 0.01% 0.01% 1314 -4 -2.41% Q4 2025 Feb 10, 2026
Tacita Capital Inc History No change 169 8 0.0% 0.01% 1311 0 0.0% Q4 2025 Feb 11, 2026
Bank of Jackson Hole Trust History No change 160 8 0.0% 0.0% 1313 0 0.0% Q4 2025 Feb 12, 2026
Garton & Associates Financial Advisors LLC History New 150 7 0.0% — 1323 +150 New Q4 2025 Feb 18, 2026
Rachor Investment Advisory Services, LLC History New 139 7 0.0% — 1319 +139 New Q4 2025 Jan 30, 2026
Dorato Capital Management History New 126 7 0.01% — 1322 +126 New Q4 2025 Jan 16, 2026
Tidemark, LLC History Reduced 150 7 0.0% 0.0% 1320 -20 -11.76% Q4 2025 Feb 10, 2026
Aspect Partners, LLC History Added to 145 7 0.0% 0.0% 1318 +12 9.02% Q4 2025 Jan 23, 2026
Hughes Financial Services, LLC History No change 152 7 0.0% 0.0% 1321 0 0.0% Q4 2025 Feb 11, 2026
Capital Analysts, LLC History Reduced 117 6 0.0% 0.0% 1324 -137 -53.94% Q4 2025 Feb 11, 2026
Park Square Financial Group, LLC History New 81 6 0.04% — 1326 +81 New Q4 2025 Feb 05, 2026
HOEY INVESTMENTS, INC History Added to 118 6 0.0% 0.0% 1325 +50 73.53% Q4 2025 Jan 28, 2026
Avion Wealth History New 100 5 0.0% — 1329 +100 New Q4 2025 Jan 23, 2026
Sarver Vrooman Wealth Advisors History New 100 5 0.0% — 1338 +100 New Q4 2025 Apr 23, 2026
Estate Planners Group, LLC History New 99 5 0.0% — 1339 +99 New Q4 2025 Apr 07, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 115 5 0.0% 0.0% 1333 -93 -44.71% Q4 2025 Jan 08, 2026
Kilter Group LLC History Added to 116 5 0.0% 0.0% 1337 +59 103.51% Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History Added to 117 5 0.0% 0.0% 1336 +8 7.34% Q4 2025 Feb 03, 2026
Global Wealth Strategies & Associates History Reduced 100 5 0.0% 0.0% 1332 -7 -6.54% Q4 2025 Jan 02, 2026
FIRST UNITED BANK & TRUST History No change 105 5 0.0% 0.0% 1327 0 0.0% Q4 2025 Jan 21, 2026
First PREMIER Bank History No change 100 5 0.0% 0.0% 1328 0 0.0% Q4 2025 Jan 23, 2026
Newton One Investments LLC History No change 115 5 0.0% 0.0% 1330 0 0.0% Q4 2025 Jan 23, 2026
Team Financial Group, LLC History No change 100 5 0.0% 0.0% 1331 0 0.0% Q4 2025 Jan 13, 2026
Financial Freedom, LLC History No change 115 5 0.0% 0.0% 1334 0 0.0% Q4 2025 Feb 17, 2026
Gold Investment Management Ltd. History No change 100 5 0.0% 0.0% 1335 0 0.0% Q4 2025 Jan 28, 2026
Reyes Financial Architecture, Inc. History New 92 4 0.0% — 1349 +92 New Q4 2025 Jan 26, 2026
IMA Advisory Services, Inc. History New 90 4 0.0% — 1340 +90 New Q4 2025 Feb 11, 2026
Greenline Wealth Management LLC History New 84 4 0.0% — 1351 +84 New Q4 2025 Feb 13, 2026
Valued Wealth Advisors LLC History Reduced 95 4 0.0% 0.0% 1348 -80 -45.71% Q4 2025 Jan 30, 2026
FINANCIAL CONSULATE, INC History Reduced 90 4 0.0% 0.0% 1341 -41 -31.3% Q4 2025 Jan 22, 2026
SWAN Capital LLC History Reduced 95 4 0.0% 0.0% 1346 -25 -20.83% Q4 2025 Feb 12, 2026
Wealth Preservation Advisors, LLC History Reduced 80 4 0.0% 0.0% 1347 -6 -6.98% Q4 2025 Feb 23, 2026
Inlight Wealth Management, LLC History No change 90 4 0.0% 0.0% 1342 0 0.0% Q4 2025 Jan 23, 2026
HHM Wealth Advisors, LLC History No change 90 4 0.0% 0.0% 1343 0 0.0% Q4 2025 Jan 22, 2026
1620 INVESTMENT ADVISORS, INC. History No change 96 4 0.0% 0.0% 1344 0 0.0% Q4 2025 Feb 05, 2026
Western Pacific Wealth Management, LP History No change 80 4 0.0% 0.0% 1345 0 0.0% Q4 2025 Feb 04, 2026
Fourth Dimension Wealth, LLC History No change 83 4 0.0% 0.0% 1350 0 0.0% Q4 2025 Feb 04, 2026
VALLEY WEALTH MANAGERS, INC. History New 70 3 0.0% — 1354 +70 New Q4 2025 Feb 04, 2026
Smithfield Trust Co History New 70 3 0.0% — 1355 +70 New Q4 2025 Feb 09, 2026
Vermillion Wealth Management, Inc. History New 68 3 0.0% — 1359 +68 New Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History Reduced 67 3 0.0% 0.0% 1352 -61 -47.66% Q4 2025 Feb 02, 2026
Elevated Capital Advisors, LLC History New 61 3 0.0% — 1361 +61 New Q4 2025 Jan 27, 2026
Motiv8 Investments LLC History New 61 3 0.0% — 1369 +61 New Q4 2025 Feb 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 61 3 0.0% 0.0% 1365 +25 69.44% Q4 2025 Jan 09, 2026
Quest 10 Wealth Builders, Inc. History Reduced 76 3 0.0% 0.0% 1370 -24 -24.0% Q4 2025 Jan 29, 2026
Beaird Harris Wealth Management, LLC History Reduced 69 3 0.0% 0.0% 1363 -11 -13.75% Q4 2025 Feb 23, 2026
CKW FINANCIAL GROUP History Reduced 50 3 0.0% 0.0% 1358 -10 -16.67% Q4 2025 Jan 26, 2026
CGC Financial Services, LLC History Reduced 60 3 0.0% 0.0% 1366 -5 -7.69% Q4 2025 Feb 03, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 60 3 0.0% 0.0% 1353 0 0.0% Q4 2025 Feb 09, 2026
Horrell Capital Management, Inc. History No change 70 3 0.0% 0.0% 1356 0 0.0% Q4 2025 Feb 03, 2026
Blume Capital Management, Inc. History No change 75 3 0.0% 0.0% 1357 0 0.0% Q4 2025 Feb 05, 2026
West Branch Capital LLC History No change 78 3 0.0% 0.0% 1360 0 0.0% Q4 2025 Jan 16, 2026
NFJ INVESTMENT GROUP, LLC History No change 63 3 0.0% 0.0% 1362 0 0.0% Q4 2025 Feb 13, 2026
DecisionPoint Financial, LLC History No change 66 3 0.0% 0.0% 1364 0 0.0% Q4 2025 Jan 29, 2026
DiNuzzo Private Wealth, Inc. History No change 60 3 0.0% 0.0% 1367 0 0.0% Q4 2025 Jan 16, 2026
Fairman Group, LLC History No change 63 3 0.0% 0.0% 1368 0 0.0% Q4 2025 Feb 13, 2026
Barnes Dennig Private Wealth Management LLC History No change 68 3 0.0% 0.0% 1371 0 0.0% Q4 2025 Jan 14, 2026
MCF Advisors LLC History Reduced 50 2 0.0% 0.0% 1375 -705 -93.38% Q4 2025 Feb 11, 2026
Luken Investment Analytics, LLC History New 58 2 0.0% — 1378 +58 New Q4 2025 Feb 03, 2026
BELLEVUE ASSET MANAGEMENT, LLC History New 58 2 0.0% — 1379 +58 New Q4 2025 Jan 23, 2026
GoalVest Advisory LLC History Reduced 51 2 0.0% 0.0% 1381 -50 -49.5% Q4 2025 Jan 05, 2026
Dixon Mitchell Investment Counsel Inc. History New 50 2 0.0% — 1384 +50 New Q4 2025 Feb 13, 2026
Hamrick Investment Counsel, llc History New 50 2 0.0% — 1389 +50 New Q4 2025 Mar 31, 2026
HORIZON FINANCIAL SERVICES, LLC History New 45 2 0.0% — 1377 +45 New Q4 2025 Jan 12, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 42 2 0.0% — 1388 +42 New Q4 2025 Feb 13, 2026
Fairway Wealth LLC History New 41 2 0.0% — 1385 +41 New Q4 2025 Jan 28, 2026
Coston, McIsaac & Partners History New 40 2 0.0% — 1383 +40 New Q4 2025 Feb 03, 2026
Bernard Wealth Management Corp. History New 40 2 0.0% — 1387 +40 New Q4 2025 Jan 15, 2026
FEDERATED HERMES, INC. History Reduced 46 2 0.0% 0.0% 1373 -34 -42.5% Q4 2025 Feb 12, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 54 2 0.0% 0.0% 1376 +34 170.0% Q4 2025 Feb 23, 2026
CITY HOLDING CO History No change 51 2 0.0% 0.0% 1372 0 0.0% Q4 2025 Jan 22, 2026
Riverview Trust Co History No change 42 2 0.0% 0.0% 1374 0 0.0% Q4 2025 Jan 26, 2026
HighMark Wealth Management LLC History No change 59 2 0.0% 0.0% 1380 0 0.0% Q4 2025 Feb 05, 2026
New Millennium Group LLC History No change 46 2 0.0% 0.0% 1382 0 0.0% Q4 2025 Feb 06, 2026
Wealth Watch Advisors, INC History No change 49 2 0.0% 0.0% 1386 0 0.0% Q4 2025 Feb 17, 2026
Bare Financial Services, Inc History Reduced 25 1 0.0% 0.0% 1399 -117 -82.39% Q4 2025 Feb 06, 2026
Bruce G. Allen Investments, LLC History Reduced 23 1 0.0% 0.0% 1398 -67 -74.44% Q4 2025 Feb 10, 2026
TOMPKINS FINANCIAL CORP History New 25 1 0.0% — 1390 +25 New Q4 2025 Jan 08, 2026
Signature Resources Capital Management, LLC History New 25 1 0.0% — 1394 +25 New Q4 2025 Jan 21, 2026
American Capital Advisory, LLC History Reduced 31 1 0.0% 0.0% 1402 -12 -27.91% Q4 2025 Jan 30, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 19 1 0.0% — 1401 +7 58.33% Q4 2025 Jan 22, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 28 1 0.0% 0.0% 1400 +5 21.74% Q4 2025 Jan 28, 2026
NVWM, LLC History Added to 32 1 0.0% 0.0% 1393 +1 3.23% Q4 2025 Jan 20, 2026
COUNTRY TRUST BANK History No change 38 1 0.0% 0.0% 1391 0 0.0% Q4 2025 Jan 21, 2026
St. Johns Investment Management Company, LLC History No change 38 1 0.0% 0.0% 1392 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 36 1 0.0% 0.0% 1395 0 0.0% Q4 2025 Jan 12, 2026
Richard W. Paul & Associates, LLC History No change 20 1 0.0% 0.0% 1396 0 0.0% Q4 2025 Feb 12, 2026
Strategic Advocates LLC History No change 20 1 0.0% 0.0% 1397 0 0.0% Q4 2025 Feb 11, 2026
IMG Wealth Management, Inc. History No change 39 1 0.0% 0.0% 1403 0 0.0% Q4 2025 Feb 05, 2026
JENNISON ASSOCIATES LLC History Closed out 0 0 — 0.04% — -1,226,004 -100.0% Q3 2025 Oct 30, 2025
Twin Tree Management, LP History Closed out 0 0 — 0.13% — -567,926 -100.0% Q3 2025 Nov 13, 2025
THORNBURG INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.39% — -544,386 -100.0% Q3 2025 Nov 12, 2025
Integral Health Asset Management, LLC History Closed out 0 0 — 1.5% — -400,000 -100.0% Q3 2025 Nov 14, 2025
MayTech Global Investments, LLC History Closed out 0 0 — 2.24% — -387,083 -100.0% Q3 2025 Nov 12, 2025
Aquatic Capital Management LLC History Closed out 0 0 — 0.31% — -303,448 -100.0% Q3 2025 Nov 14, 2025
Lind Value II ApS History Closed out 0 0 — 6.26% — -299,144 -100.0% Q3 2025 Oct 15, 2025
MACKENZIE FINANCIAL CORP History Closed out 0 0 — 0.02% — -289,551 -100.0% Q3 2025 Nov 13, 2025
DLD Asset Management, LP History Closed out 0 0 — 0.99% — -247,100 -100.0% Q3 2025 Nov 14, 2025
Generate Investment Management Ltd History Closed out 0 0 — 0.65% — -229,962 -100.0% Q3 2025 Oct 20, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.05% — -224,199 -100.0% Q3 2025 Nov 10, 2025
Eversept Partners, LP History Closed out 0 0 — 0.83% — -217,708 -100.0% Q3 2025 Nov 14, 2025
Ikarian Capital, LLC History Closed out 0 0 — 0.84% — -150,000 -100.0% Q3 2025 Nov 14, 2025
Bridgewater Associates, LP History Closed out 0 0 — 0.03% — -138,947 -100.0% Q3 2025 Nov 13, 2025
SEAVIEW INVESTMENT MANAGERS LLC History Closed out 0 0 — 2.84% — -138,693 -100.0% Q3 2025 Nov 06, 2025
Talbot Financial, LLC History Closed out 0 0 — 0.65% — -138,104 -100.0% Q3 2025 Oct 08, 2025
Laurion Capital Management LP History Closed out 0 0 — 0.13% — -131,600 -100.0% Q3 2025 Nov 17, 2025
F/m Investments LLC History Closed out 0 0 — 0.27% — -126,633 -100.0% Q3 2025 Nov 13, 2025
GF FUND MANAGEMENT CO. LTD. History Closed out 0 0 — 0.12% — -120,000 -100.0% Q3 2025 Nov 07, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 — 0.01% — -119,600 -100.0% Q3 2025 Nov 14, 2025
BRIDGER MANAGEMENT, LLC History Closed out 0 0 — 3.08% — -103,000 -100.0% Q3 2025 Nov 14, 2025
Stratos Investment Management, LLC History Closed out 0 0 — 0.22% — -96,725 -100.0% Q3 2025 Nov 06, 2025
Arlington Partners LLC History Closed out 0 0 — 1.78% — -93,006 -100.0% Q3 2025 Oct 28, 2025
Solidarity Wealth, LLC History Closed out 0 0 — 0.92% — -76,918 -100.0% Q3 2025 Oct 24, 2025
Van Hulzen Asset Management, LLC History Closed out 0 0 — 0.3% — -71,970 -100.0% Q3 2025 Nov 13, 2025
Bayesian Capital Management, LP History Closed out 0 0 — 0.77% — -68,300 -100.0% Q3 2025 Nov 14, 2025
ZEVIN ASSET MANAGEMENT LLC History Closed out 0 0 — 0.54% — -67,328 -100.0% Q3 2025 Nov 10, 2025
Perpetual Ltd History Closed out 0 0 — 0.04% — -64,816 -100.0% Q3 2025 Oct 10, 2025
Fore Capital, LLC History Closed out 0 0 — 1.02% — -64,000 -100.0% Q3 2025 Nov 13, 2025
Geo Capital Gestora de Recursos Ltd History Closed out 0 0 — 5.25% — -51,611 -100.0% Q3 2025 Nov 12, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.03% — -51,040 -100.0% Q3 2025 Nov 13, 2025
Resolute Capital Asset Partners LLC History Closed out 0 0 — 1.45% — -50,000 -100.0% Q3 2025 Nov 14, 2025
MATAURO, LLC History Closed out 0 0 — 0.42% — -47,076 -100.0% Q3 2025 Oct 10, 2025
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 — 0.5% — -42,000 -100.0% Q3 2025 Nov 03, 2025
Verition Fund Management LLC History Closed out 0 0 — 0.01% — -36,435 -100.0% Q3 2025 Nov 14, 2025
CLOVERFIELDS CAPITAL GROUP, LP History Closed out 0 0 — 0.63% — -36,354 -100.0% Q3 2025 Nov 13, 2025
Arjuna Capital History Closed out 0 0 — 0.49% — -35,652 -100.0% Q3 2025 Nov 04, 2025
Settian Capital LP History Closed out 0 0 — 1.13% — -30,000 -100.0% Q3 2025 Nov 07, 2025
SUMMIT WEALTH GROUP LLC / CO History Closed out 0 0 — 0.41% — -29,458 -100.0% Q3 2025 Feb 05, 2026
Fiduciary Alliance LLC History Closed out 0 0 — 0.11% — -29,115 -100.0% Q3 2025 Oct 08, 2025
Wealth Advisory Solutions, LLC History Closed out 0 0 — 0.38% — -28,577 -100.0% Q3 2025 Oct 27, 2025
Hayek Kallen Investment Management History Closed out 0 0 — 0.49% — -28,008 -100.0% Q3 2025 Nov 14, 2025
South Street Advisors LLC History Closed out 0 0 — 0.18% — -24,537 -100.0% Q3 2025 Nov 14, 2025
Game Creek Capital, LP History Closed out 0 0 — 0.45% — -23,250 -100.0% Q3 2025 Nov 13, 2025
ALTA CAPITAL MANAGEMENT LLC/ History Closed out 0 0 — 0.07% — -23,198 -100.0% Q3 2025 Nov 04, 2025
Black Maple Capital Management LP History Closed out 0 0 — 0.59% — -21,999 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 — 0.01% — -21,686 -100.0% Q3 2025 Nov 13, 2025
DRW Securities, LLC History Closed out 0 0 — 0.02% — -20,563 -100.0% Q3 2025 Nov 14, 2025
Notis-McConarty Edward History Closed out 0 0 — 0.53% — -20,525 -100.0% Q3 2025 Nov 10, 2025
Scientech Research LLC History Closed out 0 0 — 0.38% — -19,624 -100.0% Q3 2025 Nov 14, 2025
GUARDIAN CAPITAL LP History Closed out 0 0 — 0.03% — -19,213 -100.0% Q3 2025 Nov 12, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.15% — -18,291 -100.0% Q3 2025 Nov 14, 2025
Pacific Point Advisors, LLC History Closed out 0 0 — 0.59% — -18,248 -100.0% Q3 2025 Nov 06, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 — 0.13% — -16,558 -100.0% Q3 2025 Nov 10, 2025
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 — 0.06% — -15,265 -100.0% Q3 2025 Nov 14, 2025
Beaumont Financial Advisors, LLC History Closed out 0 0 — 0.06% — -15,231 -100.0% Q3 2025 Oct 23, 2025
AAFMAA Wealth Management & Trust LLC History Closed out 0 0 — 0.33% — -15,130 -100.0% Q3 2025 Oct 30, 2025
COMGEST GLOBAL INVESTORS S.A.S. History Closed out 0 0 — 0.01% — -14,961 -100.0% Q3 2025 Nov 07, 2025
BAILARD, INC. History Closed out 0 0 — 0.02% — -14,737 -100.0% Q3 2025 Oct 30, 2025
Brookwood Investment Group LLC History Closed out 0 0 — 0.11% — -14,690 -100.0% Q3 2025 Oct 21, 2025
Golden State Equity Partners History Closed out 0 0 — 0.13% — -14,337 -100.0% Q3 2025 Oct 21, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.02% — -13,976 -100.0% Q3 2025 Oct 14, 2025
Saranac Partners Ltd History Closed out 0 0 — 0.13% — -13,431 -100.0% Q3 2025 Dec 05, 2025
Marks Group Wealth Management, Inc History Closed out 0 0 — 0.07% — -13,335 -100.0% Q3 2025 Nov 10, 2025
Clal Insurance Enterprises Holdings Ltd History Closed out 0 0 — 0.01% — -13,000 -100.0% Q3 2025 Nov 12, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.06% — -12,151 -100.0% Q3 2025 Oct 15, 2025
Mezzasalma Advisors, LLC History Closed out 0 0 — 0.17% — -12,126 -100.0% Q3 2025 Oct 16, 2025
Gradient Investments LLC History Closed out 0 0 — 0.01% — -11,872 -100.0% Q3 2025 Oct 06, 2025
Fortis Capital Management LLC History Closed out 0 0 — 0.09% — -11,850 -100.0% Q3 2025 Nov 10, 2025
PEDDOCK CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.14% — -11,498 -100.0% Q3 2025 Oct 17, 2025
Journey Beyond Wealth, LLC History Closed out 0 0 — 0.52% — -11,320 -100.0% Q3 2025 Oct 28, 2025
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -10,976 -100.0% Q3 2025 Nov 07, 2025
Kidder Stephen W History Closed out 0 0 — 0.17% — -10,545 -100.0% Q3 2025 Nov 10, 2025
Riverbend Wealth Management, LLC History Closed out 0 0 — 0.34% — -8,884 -100.0% Q3 2025 Oct 21, 2025
KFG WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.07% — -8,205 -100.0% Q3 2025 Oct 07, 2025
LBMC INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.02% — -7,250 -100.0% Q3 2025 Oct 07, 2025
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Closed out 0 0 — 0.01% — -6,861 -100.0% Q3 2025 Nov 10, 2025
Heritage Family Offices, LLP History Closed out 0 0 — 0.18% — -6,853 -100.0% Q3 2025 Oct 07, 2025
Strategic Wealth Investment Group, LLC History Closed out 0 0 — 0.03% — -6,584 -100.0% Q3 2025 Nov 14, 2025
Wallace Advisory Group, LLC History Closed out 0 0 — 0.36% — -6,520 -100.0% Q3 2025 Oct 16, 2025
Heron Bay Capital Management History Closed out 0 0 — 0.06% — -6,266 -100.0% Q3 2025 Nov 12, 2025
Impact Investors, Inc History Closed out 0 0 — 0.22% — -6,100 -100.0% Q3 2025 Oct 30, 2025
Pines Wealth Management, LLC History Closed out 0 0 — 0.11% — -5,906 -100.0% Q3 2025 Nov 03, 2025
Empower Advisory Group, LLC History Closed out 0 0 — 0.0% — -5,817 -100.0% Q3 2025 Nov 14, 2025
PUZO MICHAEL J History Closed out 0 0 — 0.09% — -5,775 -100.0% Q3 2025 Nov 10, 2025
Persistent Asset Partners Ltd History Closed out 0 0 — 0.22% — -5,759 -100.0% Q3 2025 Jan 15, 2026
HOURGLASS CAPITAL, LLC History Closed out 0 0 — 0.07% — -5,700 -100.0% Q3 2025 Nov 10, 2025
Fortress Financial Solutions, LLC History Closed out 0 0 — 0.34% — -5,600 -100.0% Q3 2025 Oct 20, 2025
Sustainable Growth Advisers, LP History Closed out 0 0 — 0.0% — -5,573 -100.0% Q3 2025 Nov 14, 2025
CHEMUNG CANAL TRUST CO History Closed out 0 0 — 0.06% — -5,540 -100.0% Q3 2025 Oct 17, 2025
Herold Advisors, Inc. History Closed out 0 0 — 0.07% — -5,500 -100.0% Q3 2025 Nov 13, 2025
ADAPT WEALTH ADVISORS, LLC History Closed out 0 0 — 0.11% — -5,485 -100.0% Q3 2025 Nov 10, 2025
Elm3 Financial Group, LLC History Closed out 0 0 — 0.25% — -5,414 -100.0% Q3 2025 Oct 21, 2025
Capital Management Associates, Inc History Closed out 0 0 — 0.08% — -5,410 -100.0% Q3 2025 Oct 22, 2025
Birchcreek Wealth Management, LLC History Closed out 0 0 — 0.15% — -5,355 -100.0% Q3 2025 Oct 28, 2025
TERRIL BROTHERS, INC. History Closed out 0 0 — 0.09% — -5,245 -100.0% Q3 2025 Nov 14, 2025
SEVEN MILE ADVISORY History Closed out 0 0 — 0.05% — -5,245 -100.0% Q3 2025 Nov 13, 2025
Arlington Financial Advisors, LLC History Closed out 0 0 — 0.04% — -5,152 -100.0% Q3 2025 Oct 10, 2025
Klingman & Associates, LLC History Closed out 0 0 — 0.01% — -5,147 -100.0% Q3 2025 Oct 27, 2025
Gryphon Financial Partners LLC History Closed out 0 0 — 0.03% — -5,142 -100.0% Q3 2025 Nov 12, 2025
Cynosure Group, LLC History Closed out 0 0 — 0.03% — -5,094 -100.0% Q3 2025 Nov 13, 2025
WEALTH ALLIANCE, LLC History Closed out 0 0 — 0.03% — -5,074 -100.0% Q3 2025 Nov 07, 2025
Accuvest Global Advisors History Closed out 0 0 — 0.17% — -5,043 -100.0% Q3 2025 Nov 12, 2025
Stegent Equity Advisors, Inc. History Closed out 0 0 — 0.22% — -4,975 -100.0% Q3 2025 Oct 29, 2025
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Closed out 0 0 — 0.03% — -4,970 -100.0% Q3 2025 Oct 24, 2025
Wilkinson Global Asset Management LLC History Closed out 0 0 — 0.02% — -4,870 -100.0% Q3 2025 Nov 04, 2025
Baker Chad R History Closed out 0 0 — 0.05% — -4,815 -100.0% Q3 2025 Oct 16, 2025
Symphony Financial Services, Inc. History Closed out 0 0 — 0.14% — -4,788 -100.0% Q3 2025 Nov 12, 2025
Almanack Investment Partners, LLC. History Closed out 0 0 — 0.04% — -4,696 -100.0% Q3 2025 Oct 22, 2025
Ruggaard & Associates LLC History Closed out 0 0 — 0.1% — -4,688 -100.0% Q3 2025 Nov 14, 2025
Avestar Capital, LLC History Closed out 0 0 — 0.02% — -4,557 -100.0% Q3 2025 Nov 07, 2025
Robertson Stephens Wealth Management, LLC History Closed out 0 0 — 0.01% — -4,520 -100.0% Q3 2025 Nov 12, 2025
AMG National Trust Bank History Closed out 0 0 — 0.01% — -4,513 -100.0% Q3 2025 Nov 10, 2025
Atlas Brown,Inc. History Closed out 0 0 — 0.07% — -4,499 -100.0% Q3 2025 Oct 17, 2025
WIMMER ASSOCIATES 1, LLC History Closed out 0 0 — 0.12% — -4,425 -100.0% Q3 2025 Nov 14, 2025
FineMark National Bank & Trust History Closed out 0 0 — 0.01% — -4,339 -100.0% Q3 2025 Nov 12, 2025
BIP Wealth, LLC History Closed out 0 0 — 0.01% — -4,288 -100.0% Q3 2025 Oct 30, 2025
Bridgefront Capital, LLC History Closed out 0 0 — 0.07% — -4,278 -100.0% Q3 2025 Nov 14, 2025
Opal Wealth Advisors, LLC History Closed out 0 0 — 0.06% — -4,207 -100.0% Q3 2025 Oct 24, 2025
Azimuth Capital Investment Management LLC History Closed out 0 0 — 0.01% — -4,150 -100.0% Q3 2025 Nov 14, 2025
GAMCO INVESTORS, INC. ET AL History Closed out 0 0 — 0.0% — -4,144 -100.0% Q3 2025 Nov 12, 2025
Bill Few Associates, Inc. History Closed out 0 0 — 0.06% — -4,017 -100.0% Q3 2025 Oct 16, 2025
Kuhn & Co Investment Counsel History Closed out 0 0 — 0.17% — -3,970 -100.0% Q3 2025 Oct 28, 2025
Capital Markets Trading UK LLP History Closed out 0 0 — 0.0% — -3,946 -100.0% Q3 2025 Nov 12, 2025
MITCHELL SINKLER & STARR/PA History Closed out 0 0 — 0.1% — -3,935 -100.0% Q3 2025 Nov 04, 2025
Atala Financial Inc History Closed out 0 0 — 0.14% — -3,921 -100.0% Q3 2025 Nov 04, 2025
Aegis Wealth Management LLC History Closed out 0 0 — 0.12% — -3,902 -100.0% Q3 2025 Nov 06, 2025
BRAVE ASSET MANAGEMENT INC History Closed out 0 0 — 0.05% — -3,896 -100.0% Q3 2025 Oct 21, 2025
CANANDAIGUA NATIONAL BANK & TRUST CO History Closed out 0 0 — 0.02% — -3,891 -100.0% Q3 2025 Oct 07, 2025
D'Orazio & Associates, Inc. History Closed out 0 0 — 0.03% — -3,852 -100.0% Q3 2025 Nov 10, 2025
TRANSCEND CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.01% — -3,851 -100.0% Q3 2025 Nov 04, 2025
44 WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.07% — -3,824 -100.0% Q3 2025 Nov 14, 2025
MERITAGE PORTFOLIO MANAGEMENT History Closed out 0 0 — 0.01% — -3,819 -100.0% Q3 2025 Oct 28, 2025
FIDELIS CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.02% — -3,788 -100.0% Q3 2025 Nov 03, 2025
Blue Barn Wealth, LLC History Closed out 0 0 — 0.09% — -3,748 -100.0% Q3 2025 Nov 14, 2025
SeaBridge Investment Advisors LLC History Closed out 0 0 — 0.03% — -3,735 -100.0% Q3 2025 Oct 22, 2025
Aprio Wealth Management, LLC History Closed out 0 0 — 0.02% — -3,716 -100.0% Q3 2025 Nov 12, 2025
Elser Financial Planning, Inc History Closed out 0 0 — 0.26% — -3,714 -100.0% Q3 2025 Oct 24, 2025
Badgley Phelps Wealth Managers, LLC History Closed out 0 0 — 0.0% — -3,683 -100.0% Q3 2025 Nov 04, 2025
Capital Investment Counsel, Inc History Closed out 0 0 — 0.02% — -3,630 -100.0% Q3 2025 Oct 31, 2025
CYPRESS ASSET MANAGEMENT INC/TX History Closed out 0 0 — 0.05% — -3,625 -100.0% Q3 2025 Nov 12, 2025
TIEMANN INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.07% — -3,500 -100.0% Q3 2025 Nov 13, 2025
Castle Rock Wealth Management, LLC History Closed out 0 0 — 0.04% — -3,445 -100.0% Q3 2025 Oct 16, 2025
Harel Insurance Investments & Financial Services Ltd. History Closed out 0 0 — 0.0% — -3,370 -100.0% Q3 2025 Oct 29, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.1% — -3,000 -100.0% Q3 2025 Oct 15, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.02% — -3,000 -100.0% Q3 2025 Oct 22, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.02% — -2,490 -100.0% Q3 2025 Oct 28, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.01% — -1,974 -100.0% Q3 2025 Nov 17, 2025
INSPIRION WEALTH ADVISORS, LLC History Closed out 0 0 — 0.03% — -1,972 -100.0% Q3 2025 Oct 06, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.0% — -1,767 -100.0% Q3 2025 Nov 14, 2025
Advisors Preferred, LLC History Closed out 0 0 — 0.01% — -1,440 -100.0% Q3 2025 Nov 10, 2025
VESTOR CAPITAL, LLC History Closed out 0 0 — 0.01% — -1,404 -100.0% Q3 2025 Nov 13, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.04% — -1,310 -100.0% Q3 2025 Jan 12, 2026
Cloud Capital Management, LLC History Closed out 0 0 — 0.04% — -1,227 -100.0% Q3 2025 Nov 03, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -1,148 -100.0% Q3 2025 Nov 14, 2025
Groupe la Francaise History Closed out 0 0 — 0.0% — -949 -100.0% Q3 2025 Nov 13, 2025
Fortitude Family Office, LLC History Closed out 0 0 — 0.01% — -612 -100.0% Q3 2025 Oct 17, 2025
Financial Life Planners History Closed out 0 0 — 0.02% — -603 -100.0% Q3 2025 Nov 13, 2025
DT Investment Partners, LLC History Closed out 0 0 — 0.0% — -542 -100.0% Q3 2025 Oct 22, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 — 0.01% — -533 -100.0% Q3 2025 Nov 04, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -527 -100.0% Q3 2025 Nov 13, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -428 -100.0% Q3 2025 Oct 29, 2025
Ameritas Investment Partners, Inc. History Closed out 0 0 — 0.0% — -422 -100.0% Q3 2025 Nov 10, 2025
CNB Bank History Closed out 0 0 — 0.01% — -250 -100.0% Q3 2025 Oct 30, 2025
North Capital, Inc. History Closed out 0 0 — 0.01% — -243 -100.0% Q3 2025 Oct 09, 2025
Measured Wealth Private Client Group, LLC History Closed out 0 0 — 0.0% — -210 -100.0% Q3 2025 Nov 14, 2025
Davidson Capital Management Inc. History Closed out 0 0 — 0.0% — -190 -100.0% Q3 2025 Nov 12, 2025
United Community Bank History Closed out 0 0 — 0.0% — -154 -100.0% Q3 2025 Nov 04, 2025
Game Plan Financial Advisors, LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Oct 29, 2025
Operose Advisors LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Nov 12, 2025
JDM Financial Group LLC History Closed out 0 0 — 0.0% — -95 -100.0% Q3 2025 Oct 21, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.0% — -78 -100.0% Q3 2025 Nov 06, 2025
Clayton Financial Group LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2025 Oct 15, 2025
Alexis Investment Partners, LLC History Closed out 0 0 — 0.0% — -36 -100.0% Q3 2025 Nov 14, 2025
Navigoe, LLC History Closed out 0 0 — 0.0% — -32 -100.0% Q3 2025 Oct 10, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.0% — -29 -100.0% Q3 2025 Nov 07, 2025
Peterson Wealth Services History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2025 Nov 04, 2025
Key Capital Management, INC History New 18 0 — — — +18 New Q4 2025 Jan 26, 2026
MCGUIRE CAPITAL ADVISORS INC History New 13 0 — — — +13 New Q4 2025 Feb 19, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — — — -10 -100.0% Q3 2025 Oct 09, 2025
Nvest Wealth Strategies, Inc. History New 9 0 — — — +9 New Q4 2025 Jan 28, 2026
FIDUCIARY ADVISORS, INC. History Closed out 0 0 — — — -8 -100.0% Q3 2025 Oct 14, 2025
PFS Partners, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2025 Oct 16, 2025
Bear Mountain Capital, Inc. History Closed out 0 0 — — — -4 -100.0% Q3 2025 Nov 12, 2025
Beacon Capital Management, Inc. History No change 10 0 — — — 0 0.0% Q4 2025 Feb 12, 2026
Winch Advisory Services, LLC History No change 18 0 — 0.0% — 0 0.0% Q4 2025 Feb 03, 2026