ONEOK INC /NEW/ - OKE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 398 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 77,603,334 5,703,845 0.08% 0.08% 1 +380,744 0.49% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 57,158,685 4,201,163 0.07% 0.07% 2 +1,379,161 2.47% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 38,450,591 2,826,118 0.09% 0.1% 3 +648,647 1.72% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 22,634,512 1,663,636 0.26% 0.26% 4 +599,248 2.72% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 16,596,172 1,215,106 0.07% 0.07% 5 +518,746 3.23% Q4 2025 Feb 09, 2026
First Eagle Investment Management, LLC History Added to 11,365,304 835,349 1.47% 1.03% 6 +3,596,089 46.29% Q4 2025 Feb 04, 2026
MORGAN STANLEY History Reduced 10,702,909 786,664 0.05% 0.05% 7 -810,147 -7.04% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 9,284,911 682,440 0.1% 0.1% 8 +365,813 4.1% Q4 2025 Feb 19, 2026
UBS Group AG History Added to 8,839,389 649,695 0.11% 0.07% 9 +2,438,063 38.09% Q4 2025 Jan 29, 2026
Capital International Investors History New 7,979,597 586,500 0.09% — 10 +7,979,597 New Q4 2025 Feb 11, 2026
NORGES BANK History New 7,685,265 564,866 0.06% — 11 +7,685,265 New Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 7,395,008 543,533 0.07% 0.06% 12 +803,631 12.19% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Reduced 6,266,819 460,611 0.06% 0.06% 13 -60,069 -0.95% Q4 2025 Feb 17, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Added to 5,781,533 424,942 5.41% 4.98% 14 +491,950 9.3% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 5,364,717 394,311 0.08% 0.09% 15 -68,461 -1.26% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 5,232,285 384,572 0.03% 0.02% 16 +950,965 22.21% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 4,900,671 360,199 0.08% 0.09% 17 -317,705 -6.09% Q4 2025 Feb 09, 2026
Nuveen, LLC History Added to 4,868,076 357,803 0.09% 0.08% 18 +736,647 17.83% Q4 2025 Feb 12, 2026
Clearbridge Investments, LLC History Added to 4,435,030 325,974 0.26% 0.22% 19 +347,516 8.5% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Reduced 4,323,182 317,753 0.06% 0.06% 20 -539,348 -11.09% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Reduced 4,173,484 306,751 0.1% 0.14% 21 -1,459,568 -25.91% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Reduced 3,933,869 289,139 0.02% 0.02% 22 -1,022,694 -20.63% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 3,682,196 270,641 0.06% 0.06% 23 -254,074 -6.45% Q4 2025 Feb 13, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History Added to 3,631,025 266,880 6.06% 5.71% 24 +68,993 1.94% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Added to 3,620,540 266,110 0.12% 0.12% 25 +61,813 1.74% Q4 2025 Feb 17, 2026
Amundi History Reduced 3,528,919 259,375 0.07% 0.09% 26 -425,562 -10.76% Q4 2025 Feb 17, 2026
Blackstone Inc. History Reduced 3,524,100 259,021 1.02% 1.04% 27 -18,340 -0.52% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 2,978,402 218,912 0.04% 0.04% 28 -20,421 -0.68% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 2,754,113 202,429 0.02% 0.03% 29 -492,348 -15.17% Q4 2025 Feb 17, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History Added to 2,709,534 199,151 8.21% 8.06% 30 +5,579 0.21% Q4 2025 Jan 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 2,547,639 187,255 0.28% 0.28% 31 +163,561 6.86% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 2,306,880 169,557 0.03% — 32 +2,306,880 New Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 2,297,858 168,943 0.4% 0.36% 33 +77,019 3.47% Q4 2025 Jan 30, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,118,077 155,678 0.08% 0.07% 34 +119,351 5.97% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 1,962,467 144,241 0.24% 0.29% 35 -392,258 -16.66% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,866,314 137,174 0.04% 0.04% 36 +55,367 3.06% Q4 2025 Feb 18, 2026
FIRST TRUST ADVISORS LP History Added to 1,835,543 134,912 0.1% 0.09% 37 +160,984 9.61% Q4 2025 Feb 13, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 1,770,938 130,163 1.06% 0.92% 38 +13,307 0.76% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,735,247 127,540 0.13% 0.13% 39 -56,673 -3.16% Q4 2025 Feb 17, 2026
Swiss National Bank History Reduced 1,725,753 126,842 0.08% 0.08% 40 -74,800 -4.15% Q4 2025 Feb 12, 2026
DANSKE BANK A/S History Added to 1,691,433 124,320 0.29% 0.01% 41 +1,644,945 3538.43% Q4 2025 Feb 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,643,323 120,784 0.01% 0.01% 42 +237,066 16.86% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 1,631,171 119,891 0.03% 0.03% 43 +87,556 5.67% Q4 2025 Feb 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 1,605,966 118,038 0.18% — 44 +1,605,966 New Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 1,522,404 111,896 0.57% — 45 +1,522,404 New Q4 2025 Feb 04, 2026
WELLS FARGO & COMPANY/MN History Added to 1,454,804 106,928 0.02% 0.02% 46 +2,336 0.16% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 1,445,575 106,249 0.06% 0.06% 47 -54,434 -3.63% Q4 2025 Jan 23, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,185,632 101,384 0.05% 0.05% 48 +132,571 12.59% Q4 2025 Feb 10, 2026
Sourcerock Group LLC History Added to 1,340,760 98,545 5.5% 3.19% 49 +698,417 108.73% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,321,218 98,219 0.07% 0.06% 50 +89,156 7.24% Q4 2025 Feb 03, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Added to 1,297,916 95,396 5.47% 4.63% 51 +181,000 16.21% Q4 2025 Jan 27, 2026
CITADEL ADVISORS LLC History Reduced 1,278,183 93,946 0.01% 0.02% 52 -73,117 -5.41% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 1,245,452 91,540 0.02% 0.02% 53 -80,763 -6.09% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 1,240,714 91,204 0.1% 0.1% 54 +8,703 0.71% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 1,214,322 89,252 0.07% 0.07% 55 -24,868 -2.01% Q4 2025 Feb 13, 2026
Recurrent Investment Advisors LLC History Added to 1,152,806 84,731 6.27% 6.24% 56 +37,410 3.35% Q4 2025 Feb 13, 2026
Caption Management, LLC History Added to 1,115,700 82,003 0.56% 0.14% 57 +875,797 365.06% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 1,105,184 81,231 0.05% 0.05% 58 +14,363 1.32% Q4 2025 Feb 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 1,079,800 79,365 0.4% 0.4% 59 -4,864 -0.45% Q4 2025 Feb 10, 2026
Energy Income Partners, LLC History Reduced 1,071,726 78,771 1.43% 2.55% 60 -738,411 -40.79% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 1,070,018 78,648 0.04% 0.04% 61 -44,704 -4.01% Q4 2025 Mar 20, 2026
M&G Plc History Reduced 1,022,253 75,646 0.39% 0.4% 62 -16,752 -1.61% Q4 2025 Feb 12, 2026
National Pension Service History Added to 964,800 70,912 0.05% 0.05% 63 +106,851 12.45% Q4 2025 Feb 10, 2026
Aberdeen Group plc History Added to 957,663 70,388 0.11% 0.07% 64 +301,654 45.98% Q4 2025 Jan 16, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 938,300 68,965 0.19% 0.13% 65 +236,700 33.74% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 919,941 67,615 0.07% 0.08% 66 +24,675 2.76% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 905,543 66,558 0.05% 0.05% 67 -61,563 -6.37% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Added to 901,125 66,284 0.12% 0.09% 68 +7,206 0.81% Q4 2025 Feb 13, 2026
Holocene Advisors, LP History Added to 893,623 65,681 0.14% 0.01% 69 +806,719 928.29% Q4 2025 Feb 17, 2026
BROOKFIELD Corp /ON/ History Reduced 883,496 64,936 0.08% 0.08% 70 -97,359 -9.93% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 882,366 64,855 0.06% 0.05% 71 +87,929 11.07% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 877,874 64,523 0.11% 0.12% 72 -47,056 -5.09% Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 839,500 61,703 0.42% — 73 +839,500 New Q4 2025 Feb 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 834,456 61,332 0.02% 0.02% 74 -151,416 -15.36% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 826,335 60,735 0.05% — 75 +826,335 New Q4 2025 Feb 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 807,387 59,137 0.05% 0.05% 76 +30,125 3.88% Q4 2025 Jan 08, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 801,771 58,930 0.03% 0.03% 77 +25,318 3.26% Q4 2025 Feb 02, 2026
FMR LLC History Added to 783,468 57,584 0.0% 0.0% 78 +179,913 29.81% Q4 2025 Feb 17, 2026
Advisors Capital Management, LLC History Added to 782,192 57,491 0.68% 0.69% 79 +22,951 3.02% Q4 2025 Jan 29, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 776,943 57,105 0.43% 0.44% 80 +74,898 10.67% Q4 2025 Jan 14, 2026
BANK OF MONTREAL /CAN/ History Added to 766,062 56,305 0.02% 0.02% 81 +64,064 9.13% Q4 2025 Feb 12, 2026
BAHL & GAYNOR INC History Reduced 745,494 54,793 0.28% 0.3% 82 -72,213 -8.83% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 743,959 54,680 0.02% 0.02% 83 +149,050 25.05% Q4 2025 Feb 13, 2026
Assenagon Asset Management S.A. History Added to 734,671 53,998 0.07% 0.06% 84 +147,220 25.06% Q4 2025 Jan 09, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 717,725 52,752 0.6% 0.65% 85 -73,586 -9.3% Q4 2025 Jan 26, 2026
AVIVA PLC History Added to 715,069 52,557 0.09% 0.09% 86 +36,561 5.39% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 689,240 50,659 0.01% 0.01% 87 +16,756 2.49% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 685,890 50,412 0.07% 0.07% 88 -16,640 -2.37% Q4 2025 Feb 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 671,115 49,326 0.14% 0.15% 89 +1,233 0.18% Q4 2025 Jan 26, 2026
ALPS ADVISORS INC History Added to 667,888 49,089 0.29% 0.27% 90 +13,726 2.1% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 667,167 49,036 0.02% 0.02% 91 -11,017 -1.62% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 632,314 46,475 0.03% 0.03% 92 +98,029 18.35% Q4 2025 Feb 17, 2026
Bollard Group LLC History Reduced 627,215 46,100 1.15% 1.55% 93 -276,089 -30.56% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 624,685 45,911 0.05% 0.07% 94 +69,070 12.43% Q4 2025 Feb 13, 2026
Maryland State Retirement & Pension System History Added to 624,177 45,877 0.94% 0.94% 95 +9,504 1.55% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 607,742 44,673 0.01% 0.01% 96 -129,460 -17.56% Q4 2025 Feb 17, 2026
Aventail Capital Group, LP History Added to 600,273 44,120 2.54% 1.26% 97 +229,209 61.77% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 583,519 42,886 0.05% 0.02% 98 +483,236 481.87% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 519,402 38,176 0.07% 0.07% 99 -12,122 -2.28% Q4 2025 Feb 12, 2026
Epoch Investment Partners, Inc. History New 511,489 37,594 0.21% — 100 +511,489 New Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 507,540 37,366 0.06% 0.06% 101 -192 -0.04% Q4 2025 Jan 28, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 495,442 36,414 1.35% 1.59% 102 -72,925 -12.83% Q4 2025 Jan 28, 2026
Walleye Capital LLC History Added to 491,884 36,153 0.11% 0.09% 103 +163,607 49.84% Q4 2025 Feb 13, 2026
SIR Capital Management, L.P. History Reduced 472,588 34,735 3.84% 4.29% 104 -182,385 -27.85% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 463,263 34,050 0.07% 0.07% 105 +540 0.12% Q4 2025 Jan 30, 2026
REAVES W H & CO INC History Reduced 461,740 33,937 0.59% 0.76% 106 -122,383 -20.95% Q4 2025 Feb 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 452,920 33,289 0.3% 0.41% 107 -173,822 -27.73% Q4 2025 Feb 10, 2026
TODD ASSET MANAGEMENT LLC History Reduced 439,725 32,319 0.63% 0.65% 108 -1,076 -0.24% Q4 2025 Feb 09, 2026
Squarepoint Ops LLC History Reduced 437,169 32,131 0.03% 0.12% 109 -1,266,022 -74.33% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 419,479 31,184 0.05% 0.05% 110 +18,631 4.65% Q4 2025 Jan 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 421,484 30,979 0.02% 0.02% 111 +66 0.02% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 421,042 30,946 0.05% 0.03% 112 +172,587 69.46% Q4 2025 Feb 10, 2026
Jefferies Financial Group Inc. History Added to 418,646 30,770 0.16% 0.01% 113 +395,223 1687.33% Q4 2025 Feb 09, 2026
Korea Investment CORP History Added to 416,618 30,621 0.06% 0.06% 114 +474 0.11% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 399,979 29,398 0.03% 0.03% 115 -9,004 -2.2% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Reduced 398,211 29,268 0.03% 0.16% 116 -1,755,540 -81.51% Q4 2025 Feb 17, 2026
HENNESSY ADVISORS INC History Reduced 395,954 29,102 1.03% 1.02% 117 -9,700 -2.39% Q4 2025 Jan 27, 2026
Rockefeller Capital Management L.P. History Added to 395,776 29,089 0.05% 0.05% 118 +59,666 17.75% Q4 2025 Mar 16, 2026
SG Americas Securities, LLC History Added to 388,383 28,546 0.04% 0.01% 119 +341,548 729.26% Q4 2025 Jan 09, 2026
MACQUARIE GROUP LTD History Reduced 386,540 28,410 0.12% 0.15% 120 -1,337,231 -77.58% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Reduced 384,050 28,227 0.03% 0.03% 121 -80,113 -17.26% Q4 2025 Jan 29, 2026
Mariner, LLC History Added to 361,060 26,537 0.03% 0.03% 122 +30,415 9.2% Q4 2025 Feb 13, 2026
BOKF, NA History Reduced 354,423 26,050 0.4% 0.4% 123 -8,245 -2.27% Q4 2025 Feb 03, 2026
TD ASSET MANAGEMENT INC History Added to 349,677 25,701 0.02% 0.02% 124 +44,155 14.45% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 348,286 25,599 0.03% 0.03% 125 -16,600 -4.55% Q4 2025 Feb 12, 2026
St. James Investment Company, LLC History Reduced 347,945 25,573 4.1% 4.07% 126 -6,826 -1.92% Q4 2025 Feb 04, 2026
COHEN & STEERS, INC. History Added to 347,744 25,559 0.05% 0.04% 127 +59,400 20.6% Q4 2025 Feb 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 339,279 24,937 0.05% 0.05% 128 -6,481 -1.87% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 332,707 24,454 0.18% 0.18% 129 0 0.0% Q4 2025 Jan 29, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 331,624 24,374 0.05% 0.06% 130 -12,313 -3.58% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 329,689 24,232 0.03% 0.04% 131 -18,225 -5.24% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 323,507 23,777 0.05% 0.04% 132 +137,529 73.95% Q4 2025 Feb 17, 2026
Chevy Chase Trust Holdings, LLC History Reduced 320,775 23,576 0.06% 0.06% 133 -2,207 -0.68% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 318,081 23,480 0.02% — 134 +318,081 New Q4 2025 Feb 13, 2026
Creative Planning History Added to 314,691 23,129 0.02% 0.02% 135 +37,425 13.5% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Reduced 312,949 23,001 0.02% 0.02% 136 -22,941 -6.83% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 311,215 22,874 0.03% 0.03% 137 -54,274 -14.85% Q4 2025 Feb 13, 2026
Verity & Verity, LLC History Added to 306,071 22,496 1.75% 1.56% 138 +38,637 14.45% Q4 2025 Feb 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 302,612 22,241 0.02% 0.02% 139 +10,115 3.46% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Reduced 300,031 22,052 0.34% 0.36% 140 -2,759 -0.91% Q4 2025 Jan 13, 2026
Gotham Asset Management, LLC History Added to 299,426 22,007 0.08% 0.04% 141 +177,419 145.42% Q4 2025 Feb 17, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History No change 292,800 21,520 0.32% 0.3% 142 0 0.0% Q4 2025 Feb 10, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 292,135 21,471 0.36% 0.34% 143 +8,362 2.95% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Added to 290,843 21,376 0.17% 0.01% 144 +268,363 1193.79% Q4 2025 Feb 11, 2026
EARNEST PARTNERS LLC History Reduced 285,499 20,984 0.09% 0.09% 145 -9,348 -3.17% Q4 2025 Feb 12, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 283,212 20,816 0.63% 0.56% 146 +30,612 12.12% Q4 2025 Jan 27, 2026
Americana Partners, LLC History Added to 280,018 20,581 0.56% 0.6% 147 +8,843 3.26% Q4 2025 Feb 06, 2026
Asset Management One Co., Ltd. History Reduced 278,253 20,495 0.06% 0.06% 148 -1,784 -0.64% Q4 2025 Jan 27, 2026
Chicago Partners Investment Group LLC History Reduced 261,638 20,407 0.5% 0.48% 149 -5,897 -2.2% Q4 2025 Jan 28, 2026
BENJAMIN EDWARDS INC History Added to 276,920 20,354 0.23% 0.22% 150 +12,477 4.72% Q4 2025 Feb 02, 2026
State of Tennessee, Department of Treasury History Added to 251,189 19,891 0.06% 0.05% 151 +28,924 13.01% Q4 2025 Feb 18, 2026
Fort Sheridan Advisors LLC History Added to 269,621 19,817 2.52% 2.57% 152 +430 0.16% Q4 2025 Feb 10, 2026
Twin Tree Management, LP History Reduced 269,100 19,778 0.17% 0.1% 153 -65,190 -19.5% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 275,868 19,550 0.03% 0.03% 154 +31,967 13.11% Q4 2025 Jan 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 263,501 19,367 0.01% 0.01% 155 +118,309 81.48% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 262,908 19,328 0.03% 0.03% 156 -7,360 -2.72% Q4 2025 Feb 17, 2026
Treasurer of the State of North Carolina History Reduced 261,836 19,245 0.06% 0.06% 157 -19,128 -6.81% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 261,164 19,195 0.03% 0.03% 158 -7,848 -2.92% Q4 2025 Feb 17, 2026
TORRAY INVESTMENT PARTNERS LLC History New 259,982 19,108 2.74% — 159 +259,982 New Q4 2025 Jan 28, 2026
KLP KAPITALFORVALTNING AS History Added to 252,847 18,584 0.07% 0.07% 160 +900 0.36% Q4 2025 Jan 28, 2026
JENNISON ASSOCIATES LLC History Reduced 248,626 18,274 0.01% 0.01% 161 -13,705 -5.22% Q4 2025 Jan 30, 2026
Trexquant Investment LP History Added to 247,417 18,185 0.16% 0.12% 162 +90,770 57.95% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 246,738 18,135 0.04% 0.06% 163 -96,826 -28.18% Q4 2025 Jan 27, 2026
Foster Victor Wealth Advisors, LLC History Added to 242,200 18,019 1.05% 1.09% 164 +1,702 0.71% Q4 2025 Jan 26, 2026
CAPITAL MANAGEMENT CORP /VA History Added to 243,992 17,933 2.94% 2.62% 165 +15,110 6.6% Q4 2025 Feb 02, 2026
JANE STREET GROUP, LLC History Reduced 241,470 17,748 0.0% 0.0% 166 -114,209 -32.11% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 241,282 17,734 0.26% 0.11% 167 +133,408 123.67% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 227,606 16,729 0.01% 0.0% 168 +151,185 197.83% Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 221,727 16,296 0.04% 0.04% 169 +7,122 3.32% Q4 2025 Feb 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 218,117 16,031 0.36% 0.37% 170 +3,849 1.8% Q4 2025 Jan 27, 2026
Miramar Capital, LLC History Added to 214,611 15,773 3.45% 3.45% 171 +1,615 0.76% Q4 2025 Feb 11, 2026
ProShare Advisors LLC History Added to 214,027 15,730 0.03% 0.03% 172 +14,200 7.11% Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History Reduced 210,357 15,461 0.09% 0.1% 173 -3,989 -1.86% Q4 2025 Feb 03, 2026
Catalyst Capital Advisors LLC History Reduced 208,333 15,312 0.31% 0.36% 174 -36,384 -14.87% Q4 2025 Feb 10, 2026
IFM Investors Pty Ltd History Added to 206,903 15,207 0.13% 0.13% 175 +10,373 5.28% Q4 2025 Feb 12, 2026
SFE Investment Counsel History Added to 206,515 15,178 2.32% 2.23% 176 +14,888 7.77% Q4 2025 Feb 05, 2026
TECTONIC ADVISORS LLC History Added to 206,282 15,161 0.8% 0.75% 177 +17,440 9.24% Q4 2025 Jan 23, 2026
State of New Jersey Common Pension Fund D History Reduced 202,762 14,903 0.05% 0.06% 178 -13,271 -6.14% Q4 2025 Jan 30, 2026
TRUIST FINANCIAL CORP History Reduced 202,190 14,860 0.02% 0.02% 179 -4,200 -2.03% Q4 2025 Feb 02, 2026
AE Wealth Management LLC History Added to 201,150 14,784 0.08% 0.09% 180 +10,890 5.72% Q4 2025 Jan 26, 2026
Corient Private Wealth LLC History Added to 353,109 14,738 0.02% 0.02% 181 +137,772 63.98% Q4 2025 Mar 09, 2026
Lansforsakringar Fondforvaltning AB (publ) History Reduced 196,224 14,422 0.07% 0.07% 182 -1,509 -0.76% Q4 2025 Feb 12, 2026
Resona Asset Management Co.,Ltd. History Reduced 195,183 14,351 0.07% 0.07% 183 -6,647 -3.29% Q4 2025 Feb 06, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 191,144 14,049 0.05% 0.05% 184 +8,066 4.41% Q4 2025 Jan 15, 2026
Columbus Macro, LLC History Added to 190,310 13,987 1.53% 1.29% 185 +35,075 22.59% Q4 2025 Jan 15, 2026
SEI INVESTMENTS CO History Added to 189,212 13,907 0.01% 0.01% 186 +16,570 9.6% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 188,694 13,867 0.01% 0.04% 187 -416,350 -68.81% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 188,093 13,824 0.04% 0.05% 188 -7,135 -3.65% Q4 2025 Feb 17, 2026
PEAK6 LLC History New 183,425 13,481 0.03% — 189 +183,425 New Q4 2025 Mar 12, 2026
Varma Mutual Pension Insurance Co History New 181,662 13,352 0.08% — 190 +181,662 New Q4 2025 Feb 02, 2026
IBEX WEALTH ADVISORS History Reduced 180,762 13,286 1.3% 1.27% 191 -1,644 -0.9% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 178,555 13,123 0.01% 0.01% 192 -7,059 -3.8% Q4 2025 Feb 06, 2026
Arizona State Retirement System History Reduced 177,815 13,069 0.07% 0.07% 193 -4,624 -2.53% Q4 2025 Jan 28, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 173,472 12,750 0.12% 0.15% 194 -35,467 -16.97% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Added to 170,095 12,501 0.05% 0.04% 195 +34,518 25.46% Q4 2025 Feb 18, 2026
HUB Investment Partners, LLC History Reduced 169,547 12,461 0.32% 0.42% 196 -4,333 -2.49% Q4 2025 Feb 17, 2026
ADAMS NATURAL RESOURCES FUND, INC. History Reduced 166,600 12,245 1.86% 1.87% 197 -1,900 -1.13% Q4 2025 Feb 13, 2026
Czech National Bank History Added to 165,919 12,195 0.08% 0.08% 198 +5,975 3.74% Q4 2025 Jan 12, 2026
CIBC Asset Management Inc History Added to 165,135 12,137 0.03% 0.02% 199 +62,423 60.77% Q4 2025 Feb 10, 2026
Sterling Capital Management LLC History Reduced 164,877 12,118 0.2% 0.2% 200 -22,102 -11.82% Q4 2025 Feb 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 164,781 12,111 0.06% 0.06% 201 -5,500 -3.23% Q4 2025 Jan 29, 2026
DIVIDEND ASSETS CAPITAL, LLC History Reduced 162,956 11,977 2.29% 2.46% 202 -29,095 -15.15% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Reduced 160,017 11,905 0.56% 0.64% 203 -5,092 -3.08% Q4 2025 Jan 21, 2026
Janney Montgomery Scott LLC History Added to 161,650 11,881 0.03% 0.03% 204 +9,468 6.22% Q4 2025 Feb 11, 2026
COMMERCE BANK History Added to 161,276 11,853 0.07% 0.06% 205 +4,113 2.62% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 160,939 11,829 0.04% 0.04% 206 +25,112 18.49% Q4 2025 Feb 13, 2026
Fractal Investments LLC History Reduced 156,630 11,512 1.61% 2.19% 207 -51,063 -24.59% Q4 2025 Jan 27, 2026
Hodges Capital Management Inc. History Added to 156,497 11,502 0.99% 0.94% 208 +5,906 3.92% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 156,107 11,473 0.02% 0.03% 209 -136,400 -46.63% Q4 2025 Feb 12, 2026
Forum Financial Management, LP History Added to 154,564 11,360 0.15% 0.01% 210 +141,445 1078.17% Q4 2025 Jan 27, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 153,650 11,293 0.11% 0.11% 211 -1,100 -0.71% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Added to 152,840 11,233 0.06% 0.08% 212 +12,419 8.84% Q4 2025 Jan 29, 2026
DekaBank Deutsche Girozentrale History No change 125,709 11,144 0.02% 0.02% 213 0 0.0% Q4 2025 Jan 28, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 151,448 11,131 0.38% 0.4% 214 0 0.0% Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Reduced 151,204 11,113 0.05% 0.05% 215 -5,401 -3.45% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 148,000 10,878 0.02% 110.16% 216 -177,162 -54.48% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 147,386 10,832 0.12% 0.1% 217 +67,346 84.14% Q4 2025 Jan 29, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 145,746 10,712 0.04% 0.06% 218 -47,049 -24.4% Q4 2025 Feb 17, 2026
Kovitz Investment Group Partners, LLC History Reduced 145,420 10,688 0.24% 0.06% 219 -65,404 -31.02% Q4 2025 Feb 20, 2026
Federation des caisses Desjardins du Quebec History Added to 144,100 10,591 0.04% 0.03% 220 +24,820 20.81% Q4 2025 Feb 12, 2026
Walleye Trading LLC History Added to 143,700 10,561 0.02% 0.02% 221 +3,553 2.54% Q4 2025 Feb 13, 2026
HITE Hedge Asset Management LLC History New 143,546 10,550 0.67% — 222 +143,546 New Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 143,525 10,549 0.03% 0.03% 223 +9,399 7.01% Q4 2025 Jan 30, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Added to 143,296 10,532 1.02% 0.79% 224 +25,400 21.54% Q4 2025 Feb 17, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 143,100 10,517 0.02% 0.06% 225 -365,200 -71.85% Q4 2025 Feb 17, 2026
Heronetta Management, L.P. History Reduced 141,402 10,393 6.01% 6.23% 226 -14,400 -9.24% Q4 2025 Feb 04, 2026
Allianz Asset Management GmbH History Reduced 141,260 10,382 0.01% 0.02% 227 -73,725 -34.29% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 134,963 9,920 0.03% 0.02% 228 +12,369 10.09% Q4 2025 Feb 05, 2026
Point72 Asset Management, L.P. History Added to 134,700 9,900 0.01% 0.01% 229 +68,400 103.17% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 134,102 9,856 0.04% 0.04% 230 -2,258 -1.66% Q4 2025 Jan 29, 2026
Retirement Systems of Alabama History Reduced 133,860 9,838 0.03% 0.03% 231 -477 -0.36% Q4 2025 Jan 15, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 133,810 9,835 0.41% 0.4% 232 +4,432 3.43% Q4 2025 Feb 09, 2026
Harvest Portfolios Group Inc. History Added to 133,741 9,829 0.17% 0.17% 233 +10,848 8.83% Q4 2025 Feb 06, 2026
DnB Asset Management AS History Added to 133,414 9,805 0.03% 0.03% 234 +8,184 6.54% Q4 2025 Feb 05, 2026
BLAIR WILLIAM & CO/IL History Reduced 133,279 9,795 0.03% 0.03% 235 -10,147 -7.07% Q4 2025 Feb 17, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 132,550 9,742 0.16% 0.12% 236 +27,300 25.94% Q4 2025 Feb 10, 2026
Eurizon Capital SGR S.p.A. History New 131,369 9,661 0.03% — 237 +131,369 New Q4 2025 Feb 10, 2026
Advisors Asset Management, Inc. History Added to 130,012 9,555 0.16% 0.15% 238 +10,026 8.36% Q4 2025 Feb 12, 2026
Pacer Advisors, Inc. History Added to 129,728 9,535 0.02% 0.02% 239 +20,302 18.55% Q4 2025 Feb 24, 2026
MidFirst Bank History New 129,697 9,532 0.76% — 240 +129,697 New Q4 2025 Feb 25, 2026
BANK OF NOVA SCOTIA History Reduced 129,112 9,489 0.01% 0.02% 241 -21,399 -14.22% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 128,642 9,455 0.04% — 242 +128,642 New Q4 2025 Feb 05, 2026
&PARTNERS History Added to 127,451 9,371 0.05% 0.05% 243 +10,700 9.16% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 126,320 9,284 0.0% 0.01% 244 -187,935 -59.8% Q4 2025 Feb 17, 2026
Jackson Hole Capital Partners, LLC History Added to 126,287 9,282 1.59% 1.09% 245 +38,687 44.16% Q4 2025 Jan 30, 2026
Stolper Co History Added to 126,188 9,275 2.73% 2.73% 246 +2,488 2.01% Q4 2025 Jan 12, 2026
Rafferty Asset Management, LLC History Reduced 124,864 9,177 0.03% 0.03% 247 -9,215 -6.87% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 124,786 9,171 0.04% 0.06% 248 -41,639 -25.02% Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History Added to 124,548 9,154 0.28% 0.27% 249 +9,025 7.81% Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 122,098 8,974 0.03% — 250 +122,098 New Q4 2025 Feb 13, 2026
NEOS Investment Management LLC History Added to 120,639 8,866 0.05% 0.04% 251 +41,288 52.03% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 118,792 8,731 0.06% 0.06% 252 -624 -0.52% Q4 2025 Feb 05, 2026
Robertson Opportunity Capital, LLC History No change 117,998 8,672 3.15% 2.96% 253 0 0.0% Q4 2025 Feb 10, 2026
Sprinkle Financial Consultants LLC History Added to 117,965 8,670 4.4% 4.78% 254 +635 0.54% Q4 2025 Jan 08, 2026
Steward Partners Investment Advisory, LLC History Added to 117,447 8,632 0.05% 0.04% 255 +15,554 15.27% Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Reduced 117,259 8,618 0.01% 0.01% 256 -6,360 -5.14% Q4 2025 Feb 13, 2026
Daiwa Securities Group Inc. History Added to 116,471 8,561 0.03% 0.03% 257 +3,457 3.06% Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History Reduced 116,395 8,555 0.06% 0.12% 258 -77,756 -40.05% Q4 2025 Feb 18, 2026
U.S. Capital Wealth Advisors, LLC History Added to 114,582 8,421 0.22% 0.21% 259 +8,083 7.59% Q4 2025 Jan 23, 2026
AEGON ASSET MANAGEMENT UK PLC History No change 114,329 8,405 0.1% 0.1% 260 0 0.0% Q4 2025 Jan 29, 2026
Cambridge Financial Group, Inc. History Added to 113,695 8,356 3.19% 2.66% 261 +19,806 21.1% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 113,236 8,322 0.03% 0.03% 262 +16,846 17.48% Q4 2025 Jan 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 112,688 8,282 0.03% 0.03% 263 -2,649 -2.3% Q4 2025 Jan 30, 2026
USS Investment Management Ltd History No change 112,035 8,237 0.04% 0.04% 264 0 0.0% Q4 2025 Feb 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 111,556 8,199 0.04% 0.04% 265 +21,785 24.27% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 109,977 8,083 0.02% 0.02% 266 +1,440 1.33% Q4 2025 Feb 17, 2026
CAPITAL ADVISORS INC/OK History Added to 109,917 8,078 0.13% 0.11% 267 +19,690 21.82% Q4 2025 Jan 15, 2026
D.A. DAVIDSON & CO. History Added to 108,902 8,004 0.05% 0.05% 268 +7,345 7.23% Q4 2025 Jan 29, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 108,571 7,979 0.0% — 269 +108,571 New Q4 2025 Feb 13, 2026
Woodline Partners LP History Added to 107,368 7,891 0.03% 0.03% 270 +24,140 29.0% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 106,879 7,855 0.03% 0.07% 271 -135,167 -55.84% Q4 2025 Feb 13, 2026
EVERETT HARRIS & CO /CA/ History Reduced 105,230 7,734 0.09% 0.09% 272 -145 -0.14% Q4 2025 Feb 11, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History Added to 104,460 7,677 1.14% 1.04% 273 +16,793 19.16% Q4 2025 Jan 27, 2026
Sowell Financial Services LLC History Added to 104,061 7,648 0.28% 0.29% 274 +2,042 2.0% Q4 2025 Jan 21, 2026
Utah Retirement Systems History No change 103,266 7,590 0.07% 0.07% 275 0 0.0% Q4 2025 Feb 17, 2026
Metis Global Partners, LLC History Reduced 102,914 7,564 0.18% 0.18% 276 -4,086 -3.82% Q4 2025 Feb 11, 2026
Parallax Volatility Advisers, L.P. History Added to 101,520 7,461 0.01% 0.01% 277 +12,028 13.44% Q4 2025 Feb 17, 2026
J. Goldman & Co LP History New 100,000 7,350 0.19% — 278 +100,000 New Q4 2025 Feb 17, 2026
Ilmarinen Mutual Pension Insurance Co History Added to 100,000 7,350 0.06% 0.04% 279 +25,000 33.33% Q4 2025 Feb 10, 2026
Calamos Advisors LLC History Reduced 98,503 7,239 0.03% 0.03% 280 -4,000 -3.9% Q4 2025 Jan 29, 2026
Man Group plc History Reduced 98,098 7,210 0.01% 0.04% 281 -200,677 -67.17% Q4 2025 Feb 17, 2026
Tulsa Wealth Advisors, INC History New 95,844 7,044 2.34% — 282 +95,844 New Q4 2025 Mar 03, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 95,526 7,021 0.06% 0.06% 283 -5,865 -5.78% Q4 2025 Feb 13, 2026
Sovereign Investment Advisors, LLC History Reduced 95,402 7,012 1.75% 1.91% 284 -447 -0.47% Q4 2025 Feb 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 94,967 6,980 0.05% 0.06% 285 +1,643 1.76% Q4 2025 Feb 03, 2026
LBP AM SA History Reduced 92,695 6,813 0.08% 0.09% 286 -4,688 -4.81% Q4 2025 Jan 26, 2026
Moran Wealth Management, LLC History Reduced 92,013 6,762 0.21% 0.21% 287 -4,580 -4.74% Q4 2025 Jan 26, 2026
XPONANCE LLC History Added to 91,856 6,751 0.05% 0.05% 288 +5,673 6.58% Q4 2025 Feb 12, 2026
Vident Advisory, LLC History Reduced 91,508 6,725 0.06% 0.07% 289 -10,598 -10.38% Q4 2025 Feb 18, 2026
Cadent Capital Advisors, LLC History Reduced 91,314 6,711 1.72% 1.76% 290 -389 -0.42% Q4 2025 Jan 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 91,186 6,702 0.06% 0.06% 291 -512 -0.56% Q4 2025 Feb 05, 2026
Moors & Cabot, Inc. History Added to 90,516 6,652 0.28% 0.28% 292 +2,892 3.3% Q4 2025 Feb 10, 2026
FAYEZ SAROFIM & CO History No change 90,108 6,622 0.02% 0.02% 293 0 0.0% Q4 2025 Feb 13, 2026
DEARBORN PARTNERS LLC History Reduced 89,770 6,598 0.33% 0.31% 294 -851 -0.94% Q4 2025 Feb 11, 2026
Wealthfront Advisers LLC History Added to 89,499 6,578 0.01% 0.01% 295 +6,799 8.22% Q4 2025 Jan 30, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 88,588 6,511 0.31% 0.48% 296 -43,188 -32.77% Q4 2025 Feb 10, 2026
Socorro Asset Management LP History Added to 88,088 6,474 2.51% 2.22% 297 +3,544 4.19% Q4 2025 Feb 18, 2026
Sagefield Capital LP History New 87,753 6,449 0.55% — 298 +87,753 New Q4 2025 Feb 17, 2026
Rodgers Brothers Inc. History Reduced 87,555 6,435 0.77% 0.8% 299 -1,625 -1.82% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 87,549 6,434 0.03% — 300 +87,549 New Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 87,568 6,414 0.01% 0.01% 301 +5,323 6.47% Q4 2025 Feb 18, 2026
MACKENZIE FINANCIAL CORP History Reduced 84,940 6,257 0.01% 0.01% 302 -29,440 -25.74% Q4 2025 Feb 18, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 85,007 6,248 0.08% 0.08% 303 +1,273 1.52% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Added to 84,408 6,204 0.01% 0.01% 304 +11,347 15.53% Q4 2025 Feb 11, 2026
TOWER BRIDGE ADVISORS History Reduced 84,211 6,189 0.63% 0.65% 305 -5,175 -5.79% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Added to 83,692 6,151 0.09% 0.05% 306 +28,399 51.36% Q4 2025 Feb 02, 2026
Rakuten Investment Management, Inc. History Added to 82,797 6,098 0.02% 0.01% 307 +55,659 205.1% Q4 2025 Feb 17, 2026
Autumn Glory Partners, LLC History Reduced 82,389 6,055 2.12% 2.49% 308 -743 -0.89% Q4 2025 Jan 27, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 81,822 6,013 0.09% 0.09% 309 +20,821 34.13% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Added to 80,907 5,946 0.01% 0.01% 310 +1,031 1.29% Q4 2025 Jan 30, 2026
Icon Wealth Advisors, LLC History Reduced 80,853 5,942 0.4% 0.41% 311 -2,181 -2.63% Q4 2025 Feb 13, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 80,500 5,916 0.17% 0.11% 312 +29,000 56.31% Q4 2025 Feb 02, 2026
Royal Fund Management, LLC History Added to 80,383 5,907 0.54% 0.5% 313 +23,281 40.77% Q4 2025 Jan 15, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Added to 80,080 5,886 0.12% 0.04% 314 +53,401 200.16% Q4 2025 Feb 05, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 79,832 5,867 0.03% 0.03% 315 +1,642 2.1% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 79,193 5,821 0.02% 0.02% 316 -15 -0.02% Q4 2025 Feb 13, 2026
Cherokee Insurance Co History No change 78,515 5,770 2.34% 2.45% 317 0 0.0% Q4 2025 Jan 29, 2026
Edgestream Partners, L.P. History New 77,166 5,671 0.16% — 318 +77,166 New Q4 2025 Feb 13, 2026
NFJ INVESTMENT GROUP, LLC History Reduced 76,390 5,614 0.2% 0.23% 319 -17,200 -18.38% Q4 2025 Feb 13, 2026
Benson Investment Management Company, Inc. History Added to 75,530 5,551 1.94% 1.84% 320 +1,655 2.24% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 75,278 5,532 0.06% 0.07% 321 -3,010 -3.84% Q4 2025 Jan 20, 2026
DAVENPORT & Co LLC History Reduced 74,357 5,465 0.03% 0.03% 322 -2,335 -3.04% Q4 2025 Jan 12, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 74,160 5,450 0.24% 0.29% 323 +4,356 6.24% Q4 2025 Feb 04, 2026
Raiffeisen Bank International AG History Added to 73,607 5,433 0.07% 0.02% 324 +51,046 226.26% Q4 2025 Feb 12, 2026
First Dallas Securities Inc. History Added to 73,613 5,410 2.01% 2.0% 325 +500 0.68% Q4 2025 Feb 11, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 72,893 5,357 0.19% — 326 +72,893 New Q4 2025 Feb 09, 2026
WCG Wealth Advisors LLC History Reduced 72,310 5,314 0.15% 0.33% 327 -729 -1.0% Q4 2025 Feb 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 71,998 5,291 0.07% 0.07% 328 0 0.0% Q4 2025 Feb 04, 2026
Ensign Peak Advisors, Inc History Reduced 71,766 5,274 0.01% 0.01% 329 -44,135 -38.08% Q4 2025 Feb 12, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 71,725 5,272 0.96% 1.05% 330 -9,990 -12.23% Q4 2025 Jan 14, 2026
B. Metzler seel. Sohn & Co. AG History Added to 71,362 5,248 0.05% 0.05% 331 +1,422 2.03% Q4 2025 Jan 28, 2026
MML INVESTORS SERVICES, LLC History Added to 70,833 5,206 0.01% 0.01% 332 +37,474 112.34% Q4 2025 Feb 13, 2026
Ethic Inc. History Added to 70,678 5,194 0.08% 0.08% 333 +1,451 2.1% Q4 2025 Feb 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 70,653 5,192 0.03% 0.03% 334 +6,168 9.57% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Added to 70,000 5,145 0.0% 0.0% 335 +41,870 148.84% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 68,403 5,065 0.06% 0.06% 336 -3,946 -5.45% Q4 2025 Jan 21, 2026
Vanguard Personalized Indexing Management, LLC History Added to 68,859 5,061 0.05% 0.04% 338 +10,018 17.03% Q4 2025 Feb 13, 2026
HARVEY CAPITAL MANAGEMENT INC History Added to 68,870 5,061 1.08% 1.04% 337 +1,900 2.84% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 68,786 5,055 0.04% 0.03% 339 +7,805 12.8% Q4 2025 Feb 17, 2026
OP Asset Management Ltd History Added to 68,477 5,033 0.06% 0.06% 340 +1,367 2.04% Q4 2025 Apr 21, 2026
Generali Asset Management SPA SGR History Added to 68,145 5,008 0.1% 0.1% 341 +1,558 2.34% Q4 2025 Feb 03, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 67,554 4,965 0.05% 0.05% 342 -697 -1.02% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 66,444 4,890 0.01% 0.01% 343 -11,142 -14.36% Q4 2025 Feb 05, 2026
Elo Mutual Pension Insurance Co History New 65,708 4,829 0.07% — 344 +65,708 New Q4 2025 Feb 12, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 64,965 4,774 0.11% 0.16% 345 -28,643 -30.6% Q4 2025 Feb 13, 2026
Ipswich Investment Management Co., Inc. History Reduced 64,055 4,708 1.09% 1.11% 346 -1,193 -1.83% Q4 2025 Jan 16, 2026
Advisory Services Network, LLC History Added to 62,989 4,629 0.07% 0.06% 347 +3,404 5.71% Q4 2025 Feb 17, 2026
Boston Partners History Reduced 62,708 4,609 0.0% 0.04% 348 -415,707 -86.89% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 62,565 4,598 0.05% 0.05% 349 -4,940 -7.32% Q4 2025 Jan 23, 2026
Heritage Trust Co History Added to 62,506 4,594 0.47% 0.47% 350 +1,456 2.38% Q4 2025 Feb 10, 2026
Candriam S.C.A. History Added to 62,293 4,578 0.02% 0.02% 351 +13,883 28.68% Q4 2025 Feb 13, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Added to 61,944 4,552 2.21% 1.91% 352 +2,860 4.84% Q4 2025 Feb 13, 2026
Trajan Wealth LLC History Added to 61,642 4,530 0.19% 0.18% 353 +3,808 6.58% Q4 2025 Feb 06, 2026
TCTC Holdings, LLC History Added to 61,412 4,513 0.13% 0.12% 354 +5,105 9.07% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Added to 60,661 4,458 0.2% 0.21% 355 +2,623 4.52% Q4 2025 Feb 17, 2026
CX Institutional History Added to 60,639 4,457 0.13% 0.12% 356 +4,243 7.52% Q4 2025 Feb 02, 2026
Pathway Financial Advisers, LLC History Reduced 60,610 4,454 1.29% 1.29% 357 -195 -0.32% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 60,557 4,450 0.3% 0.28% 358 +18,132 42.74% Q4 2025 Feb 03, 2026
Brookstone Capital Management History Added to 60,232 4,427 0.05% 0.05% 359 +1,083 1.83% Q4 2025 Jan 15, 2026
South Street Advisors LLC History Reduced 59,233 4,353 0.61% 0.77% 360 -21,585 -26.71% Q4 2025 Feb 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 59,053 4,340 0.01% 0.02% 361 -105,731 -64.16% Q4 2025 Feb 17, 2026
Investment Management Corp of Ontario History Added to 59,046 4,339 0.06% 0.05% 362 +13,332 29.16% Q4 2025 Feb 17, 2026
Sienna Gestion History No change 58,683 4,310 0.26% 0.27% 363 0 0.0% Q4 2025 Feb 13, 2026
UniSuper Management Pty Ltd History Reduced 58,574 4,305 0.03% 0.03% 364 -2,023 -3.34% Q4 2025 Feb 12, 2026
Pinnacle Holdings, LLC History Reduced 58,410 4,293 1.45% 1.49% 365 -65 -0.11% Q4 2025 Feb 12, 2026
Chesley Taft & Associates LLC History Added to 58,139 4,273 0.17% 0.17% 366 +2,377 4.26% Q4 2025 Jan 14, 2026
CWM, LLC History Added to 58,105 4,271 0.01% 0.01% 367 +7,180 14.1% Q4 2025 Jan 26, 2026
NOMURA HOLDINGS INC History Added to 58,000 4,263 0.01% 0.0% 368 +34,234 144.05% Q4 2025 Feb 17, 2026
Seneca House Advisors History Reduced 57,593 4,233 1.58% 2.61% 369 -30,944 -34.95% Q4 2025 Feb 17, 2026
Catherine Avery Investment Management LLC History Reduced 57,564 4,230 2.53% 2.75% 370 -957 -1.64% Q4 2025 Jan 05, 2026
GLENMEDE TRUST CO NA History New 57,460 4,223 0.02% — 371 +57,460 New Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 57,062 4,194 0.02% 0.02% 372 +5,079 9.77% Q4 2025 Feb 17, 2026
EVERPAR ADVISORS LLC History Reduced 56,597 4,159 1.54% 1.66% 373 -995 -1.73% Q4 2025 Jan 07, 2026
CREDIT AGRICOLE S A History Reduced 55,980 4,114 0.01% 0.04% 374 -162,345 -74.36% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History New 53,721 3,948 0.08% — 375 +53,721 New Q4 2025 Feb 13, 2026
Covalis Capital LLP History New 53,542 3,935 0.28% — 376 +53,542 New Q4 2025 Feb 17, 2026
KBC Group NV History Added to 53,517 3,933 0.01% 0.01% 377 +2,665 5.24% Q4 2025 Jan 26, 2026
COWA, LLC History Added to 53,176 3,908 1.19% 1.21% 378 +3,306 6.63% Q4 2025 Feb 12, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Reduced 53,072 3,900 0.83% 0.96% 379 -12,800 -19.43% Q4 2025 Jan 15, 2026
Greenfield Seitz Capital Management, LLC History Added to 52,636 3,868 1.27% 0.94% 380 +12,690 31.77% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 52,570 3,863 0.05% 0.06% 381 -9,302 -15.03% Q4 2025 Jan 21, 2026
Barnett & Company, Inc. History Reduced 52,516 3,859 3.11% 2.99% 382 -400 -0.76% Q4 2025 Feb 12, 2026
Tidal Investments LLC History Added to 51,570 3,790 0.01% 0.01% 383 +9,217 21.76% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 51,521 3,786 0.12% 0.12% 384 +393 0.77% Q4 2025 Jan 30, 2026
Avior Wealth Management, LLC History Added to 50,923 3,742 0.12% 0.09% 385 +12,628 32.98% Q4 2025 Jan 06, 2026
Fulcrum Equity Management History Added to 50,889 3,740 3.58% 3.7% 386 +867 1.73% Q4 2025 Jan 06, 2026
Geneos Wealth Management Inc. History Added to 50,825 3,735 0.09% 0.09% 387 +592 1.18% Q4 2025 Jan 28, 2026
Alphadyne Asset Management LP History New 50,700 3,726 0.09% — 388 +50,700 New Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Added to 50,515 3,712 0.08% 0.07% 389 +6,170 13.91% Q4 2025 Feb 03, 2026
LEGACY FINANCIAL GROUP, INC. History Added to 50,057 3,679 0.96% 0.96% 390 +2,159 4.51% Q4 2025 Feb 06, 2026
Penobscot Investment Management Company, Inc. History Added to 49,247 3,619 0.27% 0.24% 391 +6,245 14.52% Q4 2025 Jan 27, 2026
MAI Capital Management History Reduced 49,064 3,606 0.02% 0.02% 392 -4,148 -7.8% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 48,914 3,595 0.06% 0.08% 393 +2,368 5.09% Q4 2025 Feb 06, 2026
Orion Porfolio Solutions, LLC History Added to 48,461 3,561 0.03% 0.03% 394 +2,685 5.87% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History New 48,199 3,542 0.01% — 395 +48,199 New Q4 2025 Feb 12, 2026
Horizon Investments, LLC History Added to 47,705 3,506 0.04% 0.04% 396 +1,315 2.83% Q4 2025 Feb 02, 2026
WBI INVESTMENTS, LLC History Added to 47,359 3,480 0.91% 0.67% 397 +11,591 32.41% Q4 2025 Feb 13, 2026
apricus wealth, LLC History Added to 47,250 3,472 1.77% 1.77% 398 +2,164 4.8% Q4 2025 Jan 15, 2026
Bridgewater Associates, LP History New 46,860 3,444 0.01% — 399 +46,860 New Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Added to 46,738 3,435 0.06% 0.06% 400 +950 2.07% Q4 2025 Jan 22, 2026
INGALLS & SNYDER LLC History Added to 46,723 3,434 0.13% 0.11% 401 +966 2.11% Q4 2025 Feb 13, 2026
ALLSTATE CORP History Added to 46,445 3,413 0.05% 0.04% 402 +23,410 101.63% Q4 2025 Feb 09, 2026
Oxler Private Wealth LLC History Added to 46,313 3,403 0.99% 0.97% 403 +680 1.49% Q4 2025 Jan 23, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 46,283 3,401 0.01% 0.01% 404 -46 -0.1% Q4 2025 Feb 17, 2026
Olistico Wealth, LLC History Reduced 45,625 3,353 1.64% 1.82% 405 -1,463 -3.11% Q4 2025 Jan 13, 2026
Avantax Planning Partners, Inc. History Added to 45,466 3,341 0.09% 0.08% 406 +6,273 16.01% Q4 2025 Feb 05, 2026
MIZUHO SECURITIES USA LLC History Reduced 45,817 3,336 0.06% 0.07% 407 -50 -0.11% Q4 2025 Feb 09, 2026
Williams Jones Wealth Management, LLC. History Reduced 45,095 3,314 0.04% 0.06% 408 -21,938 -32.73% Q4 2025 Feb 13, 2026
Allen Capital Group, LLC History Added to 44,659 3,282 0.3% 0.19% 409 +17,584 64.95% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Added to 44,557 3,274 0.11% 0.11% 410 +1,963 4.61% Q4 2025 Feb 06, 2026
Edgemoor Investment Advisors, Inc. History Reduced 43,450 3,193 0.25% 0.25% 411 -1,554 -3.45% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History New 43,440 3,192 0.0% — 412 +43,440 New Q4 2025 Feb 17, 2026
Uniplan Investment Counsel, Inc. History Reduced 43,013 3,161 0.32% 0.31% 413 -824 -1.88% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 42,100 3,094 0.02% 0.04% 414 -71,507 -62.94% Q4 2025 Jan 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 42,038 3,089 0.04% 0.04% 415 -1,713 -3.92% Q4 2025 Jan 29, 2026
Garner Asset Management Corp History Added to 41,913 3,080 1.18% 0.76% 417 +16,054 62.08% Q4 2025 Feb 03, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 41,918 3,080 0.05% 0.05% 416 -5,117 -10.88% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Reduced 41,851 3,076 0.01% 0.02% 418 -32,935 -44.04% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 41,848 3,075 0.04% 0.05% 419 -5,051 -10.77% Q4 2025 Feb 09, 2026
Hudson Value Partners, LLC History New 41,516 3,063 0.91% — 420 +41,516 New Q4 2025 Jan 28, 2026
APG Asset Management N.V. History Reduced 48,793 3,053 0.01% 0.01% 421 -6,177 -11.24% Q4 2025 Feb 12, 2026
FIRST CITIZENS BANK & TRUST CO History New 41,266 3,033 0.06% — 422 +41,266 New Q4 2025 Feb 18, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 41,243 3,031 0.1% 0.11% 423 -2,201 -5.07% Q4 2025 Feb 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 41,171 3,026 0.04% 0.03% 424 +1,507 3.8% Q4 2025 Feb 02, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 41,119 3,022 0.02% 0.02% 425 -415 -1.0% Q4 2025 Feb 12, 2026
RWA WEALTH PARTNERS, LLC History Added to 41,035 3,016 0.03% 0.03% 426 +3,701 9.91% Q4 2025 Feb 12, 2026
Meixler Investment Management, Ltd. History Added to 40,870 3,003 1.82% 1.41% 427 +9,228 29.16% Q4 2025 Feb 13, 2026
Corps Capital Advisors, LLC History Added to 40,782 2,997 3.1% 4.5% 428 +97 0.24% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Added to 40,365 2,966 0.03% 0.03% 429 +4,280 11.86% Q4 2025 Feb 05, 2026
WP Advisors, LLC History Added to 40,241 2,957 0.74% 0.72% 430 +1,564 4.04% Q4 2025 Jan 28, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 40,220 2,956 0.01% 0.01% 431 -45,257 -52.95% Q4 2025 Feb 17, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 40,133 2,949 0.06% 0.06% 432 +3,369 9.16% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 40,009 2,924 0.01% 0.01% 433 +1,544 4.01% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 39,744 2,921 0.0% 0.0% 434 +9,733 32.43% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 39,584 2,909 0.0% 0.01% 435 -135,798 -77.43% Q4 2025 Feb 17, 2026
SL ADVISORS, LLC History New 39,545 2,906 5.95% — 436 +39,545 New Q4 2025 Apr 15, 2026
Knollwood Investment Advisory, LLC History No change 39,497 2,903 0.27% 0.26% 437 0 0.0% Q4 2025 Feb 13, 2026
Kentucky Retirement Systems History No change 39,234 2,883 0.08% 0.08% 438 0 0.0% Q4 2025 Feb 10, 2026
Volterra Technologies LP History Added to 38,400 2,822 0.29% 0.11% 439 +20,200 110.99% Q4 2025 Feb 13, 2026
Castle Rock Wealth Management, LLC History Added to 36,216 2,814 0.61% 0.13% 440 +28,343 360.0% Q4 2025 Feb 05, 2026
MCGUIRE CAPITAL ADVISORS INC History New 38,048 2,796 1.78% — 442 +38,048 New Q4 2025 Feb 19, 2026
Morningstar Investment Management LLC History Added to 38,035 2,796 0.17% 0.08% 441 +8,258 27.73% Q4 2025 Feb 09, 2026
BECK CAPITAL MANAGEMENT, LLC History Reduced 37,844 2,781 0.66% 0.75% 443 -6,982 -15.58% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 37,489 2,755 0.04% 0.04% 444 +767 2.09% Q4 2025 Feb 09, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 37,450 2,752 0.14% 0.14% 445 -2,180 -5.5% Q4 2025 Feb 02, 2026
Mesirow Financial Investment Management, Inc. History Reduced 37,424 2,750 0.06% 0.07% 446 -13,638 -26.71% Q4 2025 Feb 05, 2026
Envestnet Portfolio Solutions, Inc. History New 37,187 2,733 0.01% — 447 +37,187 New Q4 2025 Feb 06, 2026
STEPHENS INC /AR/ History Reduced 36,874 2,710 0.03% 0.04% 448 -5,719 -13.43% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Reduced 36,833 2,707 0.02% 0.02% 449 -1,541 -4.02% Q4 2025 Feb 17, 2026
Arvest Bank Trust Division History Added to 36,715 2,698 0.15% 0.12% 450 +8,223 28.86% Q4 2025 Feb 09, 2026
Lipe & Dalton History Reduced 36,452 2,679 1.32% 1.34% 451 -475 -1.29% Q4 2025 Jan 26, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 36,374 2,673 0.08% 0.08% 452 -554 -1.5% Q4 2025 Feb 04, 2026
ArchPoint Investors History No change 36,315 2,669 0.63% 0.73% 453 0 0.0% Q4 2025 Feb 13, 2026
Midwest Financial Group LLC History Added to 35,397 2,601 1.15% 1.17% 454 +1,672 4.96% Q4 2025 Jan 20, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History No change 34,850 2,561 0.5% 0.5% 455 0 0.0% Q4 2025 Jan 15, 2026
Robeco Institutional Asset Management B.V. History No change 34,667 2,548 0.0% 0.0% 456 0 0.0% Q4 2025 Jan 23, 2026
Charles Schwab Trust Co History Added to 34,634 2,545 0.17% 0.17% 457 +113 0.33% Q4 2025 Jan 09, 2026
Caprock Group, LLC History Added to 34,428 2,530 0.05% 0.06% 458 +5,156 17.61% Q4 2025 Jan 28, 2026
Farther Finance Advisors, LLC History Added to 33,901 2,491 0.03% 0.02% 459 +11,819 53.52% Q4 2025 Jan 23, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 33,719 2,478 0.13% 0.13% 460 +5,018 17.48% Q4 2025 Jan 26, 2026
Curi Capital, LLC History Added to 33,664 2,474 0.04% 0.04% 461 +1,586 4.94% Q4 2025 Feb 17, 2026
BankPlus Trust Department History Added to 33,609 2,470 0.65% 0.64% 462 +624 1.89% Q4 2025 Jan 27, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 33,462 2,459 0.02% 0.02% 463 -3,248 -8.85% Q4 2025 Feb 17, 2026
PRIVATE MANAGEMENT GROUP INC History No change 33,382 2,453 0.07% 0.07% 464 0 0.0% Q4 2025 Feb 12, 2026
Evanson Asset Management, LLC History Added to 33,348 2,451 0.13% 0.14% 465 +83 0.25% Q4 2025 Jan 12, 2026
Abound Wealth Management History No change 33,310 2,448 0.57% 0.61% 466 0 0.0% Q4 2025 Jan 12, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 33,152 2,436 0.23% 0.23% 467 +938 2.91% Q4 2025 Feb 17, 2026
Andrew Hill Investment Advisors, Inc. History New 33,111 2,433 1.85% — 468 +33,111 New Q4 2025 Jan 23, 2026
AdvisorNet Financial, Inc History Reduced 32,811 2,411 0.13% 0.14% 469 -1,927 -5.55% Q4 2025 Jan 20, 2026
LaFleur & Godfrey LLC History Reduced 32,661 2,400 0.29% 0.32% 470 -3,367 -9.35% Q4 2025 Feb 03, 2026
Crossmark Global Holdings, Inc. History Added to 32,449 2,385 0.03% 0.03% 471 +4,771 17.24% Q4 2025 Feb 03, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 32,107 2,359 0.11% 0.05% 473 +12,611 64.69% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 32,100 2,359 0.04% 0.04% 472 -900 -2.73% Q4 2025 Jan 16, 2026
SageGuard Financial Group, LLC History New 32,052 2,355 0.37% — 474 +32,052 New Q4 2025 Jan 27, 2026
INTEGRITY ALLIANCE, LLC. History Added to 32,018 2,353 0.09% 0.03% 475 +22,975 254.06% Q4 2025 Feb 09, 2026
Beaird Harris Wealth Management, LLC History Added to 31,633 2,325 0.16% 0.16% 476 +3 0.01% Q4 2025 Feb 23, 2026
Waterloo Capital, L.P. History Added to 31,501 2,315 0.17% 0.17% 477 +529 1.71% Q4 2025 Feb 10, 2026
Delta Accumulation, LLC History No change 11,200 2,315 0.09% 0.18% 478 0 0.0% Q4 2025 Feb 05, 2026
Capital Group Private Client Services, Inc. History New 31,297 2,300 0.04% — 479 +31,297 New Q4 2025 Feb 11, 2026
Gulf International Bank (UK) Ltd History No change 31,063 2,283 0.07% 0.07% 480 0 0.0% Q4 2025 Feb 10, 2026
FFT WEALTH MANAGEMENT LLC History No change 30,715 2,257 0.43% 0.41% 481 0 0.0% Q4 2025 Feb 09, 2026
EP Wealth Advisors, LLC History New 30,644 2,252 0.01% — 482 +30,644 New Q4 2025 Feb 18, 2026
Summit Financial, LLC History Added to 30,598 2,248 0.03% 0.03% 483 +149 0.49% Q4 2025 Feb 13, 2026
Cinctive Capital Management LP History New 30,558 2,246 0.12% — 484 +30,558 New Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 30,523 2,243 0.04% 0.04% 485 +2,856 10.32% Q4 2025 Feb 03, 2026
Norinchukin Bank, The History Added to 30,484 2,240 0.03% 0.03% 486 +766 2.58% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 30,429 2,236 0.01% 0.01% 487 +2,253 8.0% Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Added to 30,302 2,227 0.04% 0.03% 488 +3,671 13.78% Q4 2025 Feb 17, 2026
Twelve Points Wealth Management LLC History Reduced 30,602 2,224 0.5% 0.72% 489 -9,144 -23.01% Q4 2025 Jan 23, 2026
Legato Capital Management LLC History New 30,000 2,205 0.19% — 490 +30,000 New Q4 2025 Feb 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 29,870 2,195 0.03% 0.04% 491 -3,228 -9.75% Q4 2025 Feb 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 29,549 2,171 0.03% 0.03% 492 -2,630 -8.17% Q4 2025 Feb 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 29,485 2,167 0.07% 0.08% 493 -1,248 -4.06% Q4 2025 Feb 12, 2026
Siemens Fonds Invest GmbH History Reduced 29,189 2,154 0.11% 0.15% 494 -7,333 -20.08% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 29,075 2,137 0.02% 0.01% 495 +7,315 33.62% Q4 2025 Feb 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 29,010 2,132 0.06% 0.06% 496 +800 2.84% Q4 2025 Feb 10, 2026
Banque Cantonale Vaudoise History Reduced 28,688 2,109 0.08% 0.09% 497 -5,199 -15.34% Q4 2025 Feb 06, 2026
FOREFRONT WEALTH MANAGEMENT INC. History Reduced 28,631 2,104 1.51% 2.19% 498 -12,229 -29.93% Q4 2025 Jan 23, 2026
Capital Innovations LLC History New 28,513 2,095 0.6% — 499 +28,513 New Q4 2025 Feb 10, 2026
Independent Advisor Alliance History Added to 28,302 2,080 0.05% 0.04% 500 +4,625 19.53% Q4 2025 Feb 04, 2026
HB Wealth Management, LLC History Reduced 28,308 2,080 0.01% 0.02% 501 -4,162 -12.82% Q4 2025 Jan 28, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 28,047 2,061 0.22% 0.24% 502 -15 -0.05% Q4 2025 Jan 26, 2026
Palouse Capital Management, Inc. History Reduced 27,862 2,047 1.31% 1.46% 503 -3,574 -11.37% Q4 2025 Jan 23, 2026
Vestmark Advisory Solutions, Inc. History Reduced 27,850 2,047 0.03% 0.04% 504 -1,141 -3.94% Q4 2025 Feb 06, 2026
SMITH, MOORE & CO. History Added to 27,739 2,038 0.15% 0.11% 505 +8,645 45.28% Q4 2025 Jan 23, 2026
GROUPAMA ASSET MANAGMENT History Reduced 27,679 2,034 0.03% 0.03% 506 -2,874 -9.41% Q4 2025 Feb 27, 2026
XXI WEALTH, LLC History New 27,669 2,033 1.24% — 507 +27,669 New Q4 2025 Feb 12, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Added to 27,659 2,032 0.84% 0.84% 508 +464 1.71% Q4 2025 Feb 04, 2026
Segment Wealth Management, LLC History Reduced 27,631 2,030 0.12% 0.13% 509 -1,083 -3.77% Q4 2025 Jan 29, 2026
Veracity Capital LLC History Added to 27,294 2,006 0.59% 0.62% 510 +561 2.1% Q4 2025 Jan 29, 2026
Annandale Capital, LLC History New 27,241 2,002 0.24% — 511 +27,241 New Q4 2025 Feb 12, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 27,057 1,988 0.43% 0.7% 512 -13,886 -33.92% Q4 2025 Feb 02, 2026
Linden Thomas Advisory Services, LLC History Added to 26,985 1,983 0.2% 0.19% 513 +867 3.32% Q4 2025 Jan 16, 2026
Mediolanum International Funds Ltd History Reduced 26,500 1,956 0.02% 0.03% 514 -7,756 -22.64% Q4 2025 Feb 09, 2026
Glenview Trust Co History Reduced 26,314 1,934 0.03% 0.04% 515 -6,623 -20.11% Q4 2025 Feb 09, 2026
Summit Financial Wealth Advisors, LLC History Reduced 26,279 1,931 0.28% 1.09% 516 -70,261 -72.78% Q4 2025 Jan 27, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 26,216 1,926 0.41% 0.23% 517 +11,438 77.4% Q4 2025 Jan 27, 2026
Pine Valley Investments Ltd Liability Co History Reduced 26,139 1,921 0.09% 0.1% 518 -1,078 -3.96% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Added to 26,069 1,916 0.01% 0.01% 519 +2,151 8.99% Q4 2025 Feb 13, 2026
SHELTON CAPITAL MANAGEMENT History No change 26,024 1,912 0.04% 0.04% 520 0 0.0% Q4 2025 Feb 17, 2026
MUFG Securities EMEA plc History Added to 25,847 1,899 0.02% 0.02% 521 +13,793 114.43% Q4 2025 Feb 10, 2026
Davidson Capital Management Inc. History Reduced 25,820 1,897 0.41% 0.62% 522 -12,326 -32.31% Q4 2025 Jan 28, 2026
CASTLEARK MANAGEMENT LLC History No change 25,738 1,891 0.06% 0.05% 523 0 0.0% Q4 2025 Feb 13, 2026
Trust Investment Advisors History Added to 25,400 1,866 0.99% 0.86% 524 +4,334 20.57% Q4 2025 Jan 20, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 25,352 1,863 1.11% 1.24% 525 0 0.0% Q4 2025 Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC History New 25,330 1,861 0.04% — 526 +25,330 New Q4 2025 Feb 17, 2026
Ramirez Asset Management, Inc. History No change 25,237 1,854 0.24% 0.26% 527 0 0.0% Q4 2025 Feb 11, 2026
Hilltop Holdings Inc. History Reduced 25,203 1,852 0.11% 0.11% 528 -2,464 -8.91% Q4 2025 Feb 17, 2026
AMERICAN FINANCIAL GROUP INC History No change 25,172 1,850 0.67% 0.71% 529 0 0.0% Q4 2025 Feb 12, 2026
BEACON FINANCIAL GROUP History New 25,136 1,847 0.18% — 530 +25,136 New Q4 2025 Apr 01, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 25,040 1,840 0.14% 0.2% 531 -2,530 -9.18% Q4 2025 Jan 27, 2026
Silverberg Bernstein Capital Management LLC History No change 24,981 1,836 1.06% 1.11% 532 0 0.0% Q4 2025 Jan 12, 2026
Renaissance Investment Group LLC History Reduced 24,964 1,834 0.37% 0.5% 533 -8,696 -25.83% Q4 2025 Jan 06, 2026
Vise Technologies, Inc. History Added to 24,814 1,823 0.04% 0.03% 534 +12,442 100.57% Q4 2025 Feb 11, 2026
Snowden Capital Advisors LLC History Reduced 24,796 1,822 0.05% 0.05% 535 -1,459 -5.56% Q4 2025 Feb 17, 2026
R.H. Dinel Investment Counsel, Inc. History No change 24,509 1,801 1.32% 1.15% 536 0 0.0% Q4 2025 Jan 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 24,358 1,790 0.04% 0.04% 537 +576 2.42% Q4 2025 Jan 29, 2026
Herold Advisors, Inc. History Reduced 24,247 1,782 0.4% 0.46% 538 -2,946 -10.83% Q4 2025 Feb 17, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 24,225 1,781 0.02% 0.02% 539 +20 0.08% Q4 2025 Feb 11, 2026
INSPIRE TRUST CO, N.A. History No change 24,000 1,764 0.29% 0.32% 540 0 0.0% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 23,917 1,757 0.11% 0.11% 541 +2,469 11.51% Q4 2025 Feb 06, 2026
VISTA INVESTMENT PARTNERS LLC History Reduced 23,710 1,742 0.46% 0.5% 542 -706 -2.89% Q4 2025 Jan 16, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 23,680 1,740 0.69% — 544 +23,680 New Q4 2025 Jan 15, 2026
WESTBOURNE INVESTMENTS, INC. History New 23,675 1,740 0.81% — 543 +23,675 New Q4 2025 Jan 22, 2026
Cumberland Partners Ltd History New 23,570 1,732 0.11% — 545 +23,570 New Q4 2025 Feb 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 23,570 1,732 0.02% 0.02% 546 +8,162 52.97% Q4 2025 Feb 10, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 23,510 1,727 0.19% 0.19% 547 +854 3.77% Q4 2025 Jan 20, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 23,454 1,723 0.18% 0.26% 548 -3,477 -12.91% Q4 2025 Feb 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 23,419 1,721 0.38% 0.42% 549 -275 -1.16% Q4 2025 Jan 09, 2026
BESSEMER GROUP INC History Added to 23,338 1,715 0.0% 0.0% 550 +853 3.79% Q4 2025 Feb 05, 2026
OSTRUM ASSET MANAGEMENT History Reduced 23,095 1,697 0.08% 0.09% 551 -2,911 -11.19% Q4 2025 Feb 13, 2026
JBR Co Financial Management Inc History Reduced 23,012 1,691 0.71% 0.75% 552 -1,171 -4.84% Q4 2025 Jan 06, 2026
Turtle Creek Wealth Advisors, LLC History Added to 22,836 1,678 0.13% 0.11% 553 +6,258 37.75% Q4 2025 Jan 28, 2026
Zurich Insurance Group Ltd/FI History No change 22,800 1,675 0.01% 0.01% 554 0 0.0% Q4 2025 Feb 17, 2026
Tevis Investment Management History No change 22,845 1,667 1.0% 1.0% 555 0 0.0% Q4 2025 Feb 02, 2026
Arkadios Wealth Advisors History Added to 22,502 1,653 0.03% 0.04% 556 +1,148 5.38% Q4 2025 Feb 13, 2026
EVENTIDE ASSET MANAGEMENT, LLC History New 22,362 1,650 0.03% — 557 +22,362 New Q4 2025 Feb 13, 2026
ARVEST INVESTMENTS, INC. History Added to 22,433 1,648 0.23% 0.18% 558 +4,960 28.39% Q4 2025 Jan 20, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 22,320 1,641 0.1% 0.1% 559 0 0.0% Q4 2025 Feb 03, 2026
FIFTH THIRD BANCORP History Reduced 22,312 1,639 0.01% 0.01% 560 -204 -0.91% Q4 2025 Feb 02, 2026
Merit Financial Group, LLC History Added to 22,122 1,626 0.01% 0.01% 561 +2,914 15.17% Q4 2025 Jan 26, 2026
PROFUND ADVISORS LLC History Reduced 21,996 1,616 0.05% 0.06% 562 -3,939 -15.19% Q4 2025 Feb 06, 2026
MONARCH CAPITAL MANAGEMENT INC History Added to 21,841 1,605 0.39% 0.35% 563 +2,540 13.16% Q4 2025 Jan 23, 2026
Versor Investments LP History Added to 21,690 1,594 0.25% 0.23% 564 +4,598 26.9% Q4 2025 Feb 04, 2026
Lee Financial Co History Reduced 21,685 1,593 0.21% 0.25% 565 -5,460 -20.11% Q4 2025 Jan 22, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 21,623 1,589 0.08% 0.11% 566 -865 -3.85% Q4 2025 Feb 12, 2026
Disciplined Investments, LLC History Added to 21,577 1,585 0.61% 0.62% 567 +125 0.58% Q4 2025 Feb 05, 2026
North Dakota State Investment Board History New 21,427 1,574 0.06% — 568 +21,427 New Q4 2025 Feb 05, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 21,091 1,550 0.05% 0.05% 569 +356 1.72% Q4 2025 Jan 14, 2026
WealthTrust Axiom LLC History Added to 21,050 1,547 0.4% 0.39% 570 +1,262 6.38% Q4 2025 Feb 13, 2026
Pinnacle West Asset Management, Inc. History Reduced 21,042 1,547 1.0% 1.03% 571 -850 -3.88% Q4 2025 Feb 10, 2026
LFG Wealth Partners, LLC History New 21,037 1,546 0.99% — 572 +21,037 New Q4 2025 Feb 17, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Reduced 20,985 1,542 0.05% 0.06% 573 -1,157 -5.23% Q4 2025 Jan 27, 2026
OMERS ADMINISTRATION Corp History No change 20,928 1,538 0.01% 0.01% 574 0 0.0% Q4 2025 Feb 13, 2026
S&T BANK/PA History Reduced 20,872 1,534 0.49% 0.54% 575 -5,526 -20.93% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 20,615 1,515 0.02% 0.02% 576 +9,083 78.76% Q4 2025 Mar 12, 2026
HighPoint Advisor Group LLC History Reduced 20,558 1,511 0.07% 0.07% 577 -230 -1.11% Q4 2025 Feb 04, 2026
Vestcor Inc History No change 20,483 1,506 0.04% 0.04% 578 0 0.0% Q4 2025 Feb 11, 2026
RKL Wealth Management LLC History Added to 20,468 1,504 0.12% 0.1% 579 +4,658 29.46% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 20,460 1,503 0.04% 0.04% 580 +113 0.56% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 20,288 1,491 0.05% 0.05% 581 +244 1.22% Q4 2025 Feb 13, 2026
Donoghue Forlines LLC History Reduced 20,145 1,480 0.46% 0.46% 582 -134 -0.66% Q4 2025 Feb 05, 2026
Cassaday & Co Wealth Management LLC History Added to 20,142 1,480 0.03% 0.03% 583 +3 0.01% Q4 2025 Feb 03, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 20,105 1,477 0.02% 0.02% 584 +33 0.16% Q4 2025 Feb 05, 2026
OUTFITTERS FINANCIAL LLC History Reduced 20,000 1,470 1.16% 1.19% 586 -250 -1.23% Q4 2025 Jan 28, 2026
Arete Wealth Advisors, LLC History Reduced 20,001 1,470 0.09% 0.09% 585 -5 -0.02% Q4 2025 Feb 13, 2026
Fruth Investment Management History Added to 19,882 1,461 0.39% 0.39% 587 +180 0.91% Q4 2025 Jan 26, 2026
ABC ARBITRAGE SA History New 19,649 1,444 0.14% — 588 +19,649 New Q4 2025 Feb 04, 2026
ASSOCIATED BANC-CORP History Added to 19,546 1,436 0.04% 0.04% 589 +488 2.56% Q4 2025 Feb 06, 2026
Fulcrum Asset Management LLP History Added to 19,325 1,426 0.4% 0.34% 590 +2,671 16.04% Q4 2025 Feb 05, 2026
Owen LaRue, LLC History New 19,365 1,423 0.54% — 591 +19,365 New Q4 2025 Feb 05, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 19,360 1,422 0.01% 0.01% 592 +917 4.97% Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Added to 19,326 1,420 0.07% 0.08% 594 +415 2.19% Q4 2025 Feb 05, 2026
RS CRUM INC. History No change 19,321 1,420 0.28% 0.31% 593 0 0.0% Q4 2025 Feb 17, 2026
Ignite Planners, LLC History Added to 17,846 1,413 0.22% 0.05% 595 +13,258 288.97% Q4 2025 Feb 06, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 19,141 1,406 0.39% 0.36% 596 +1,157 6.43% Q4 2025 Jan 13, 2026
MONETARY MANAGEMENT GROUP INC History Added to 19,100 1,403 0.32% 0.32% 597 +250 1.33% Q4 2025 Feb 11, 2026
Argyle Capital Partners, LLC History Reduced 19,077 1,402 1.02% 1.25% 598 -4,908 -20.46% Q4 2025 Feb 17, 2026
GoalVest Advisory LLC History Reduced 18,993 1,395 0.27% 0.34% 599 -2,871 -13.13% Q4 2025 Jan 05, 2026
Adams Asset Advisors, LLC History No change 18,941 1,392 0.18% 0.18% 600 0 0.0% Q4 2025 Jan 15, 2026
Wellington Shields & Co., LLC History Added to 18,886 1,388 0.34% 0.33% 601 +1,566 9.04% Q4 2025 Feb 09, 2026
Clear Trail Advisors, LLC History New 18,819 1,383 0.32% — 602 +18,819 New Q4 2025 Jan 09, 2026
Scissortail Wealth Management, LLC History Added to 18,771 1,379 0.31% 0.25% 603 +2,787 17.44% Q4 2025 Jan 29, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 18,742 1,377 0.6% 0.6% 604 +449 2.45% Q4 2025 Feb 02, 2026
Buckley Wealth Management, LLC History Added to 18,629 1,369 0.36% 0.3% 605 +3,395 22.29% Q4 2025 Feb 12, 2026
CFM WEALTH PARTNERS LLC History No change 18,022 1,324 0.19% 0.19% 606 0 0.0% Q4 2025 Jan 27, 2026
Diversify Advisory Services, LLC History Added to 17,780 1,322 0.04% 0.04% 607 +1,204 7.26% Q4 2025 Jan 23, 2026
Wealth Alliance Advisory Group, LLC History Reduced 17,959 1,319 0.23% 0.25% 608 -880 -4.67% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Added to 17,856 1,312 0.01% 0.01% 609 +4,044 29.28% Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History Reduced 17,766 1,305 0.06% 0.16% 611 -11,313 -38.9% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Added to 17,762 1,305 0.01% 0.01% 610 +999 5.96% Q4 2025 Feb 09, 2026
Integrated Advisors Network LLC History Reduced 17,605 1,293 0.06% 0.06% 612 -723 -3.94% Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 17,573 1,291 0.01% 0.01% 613 -2,400 -12.02% Q4 2025 Feb 09, 2026
Tranquility Partners, LLC History Reduced 17,539 1,289 0.46% 0.48% 614 -1,988 -10.18% Q4 2025 Feb 03, 2026
SBI Securities Co., Ltd. History Added to 17,432 1,281 0.03% 0.03% 615 +122 0.7% Q4 2025 Feb 03, 2026
BancFirst Trust & Investment Management History Reduced 17,336 1,279 0.53% 0.62% 616 -5,006 -22.41% Q4 2025 Jan 05, 2026
Howard Capital Management Inc. History Added to 17,268 1,269 0.02% 0.0% 617 +12,922 297.33% Q4 2025 Jan 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 17,275 1,269 0.06% 0.04% 618 +7,191 71.31% Q4 2025 Jan 28, 2026
Narwhal Capital Management History No change 17,194 1,263 0.09% 0.09% 619 0 0.0% Q4 2025 Jan 30, 2026
IHT Wealth Management, LLC History Added to 17,137 1,259 0.03% 0.03% 620 +182 1.07% Q4 2025 Feb 17, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 17,110 1,257 0.05% 0.06% 621 -13,290 -43.72% Q4 2025 Feb 04, 2026
Savant Capital, LLC History Added to 17,069 1,254 0.01% 0.0% 622 +8,116 90.65% Q4 2025 Feb 10, 2026
United Community Bank History Reduced 16,996 1,249 0.47% 0.49% 623 -4,501 -20.94% Q4 2025 Jan 30, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 16,992 1,248 0.04% 0.04% 624 -1,062 -5.88% Q4 2025 Jan 12, 2026
Canada Post Corp Registered Pension Plan History Added to 16,974 1,247 0.05% 0.04% 625 +5,840 52.45% Q4 2025 Feb 05, 2026
Parcion Private Wealth LLC History Added to 16,950 1,245 0.08% 0.08% 627 +127 0.75% Q4 2025 Jan 26, 2026
MUFG SECURITIES AMERICAS INC. History Reduced 16,952 1,245 0.08% 0.08% 626 -30 -0.18% Q4 2025 Feb 13, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 17,329 1,225 0.42% 0.46% 628 +66 0.38% Q4 2025 Jan 12, 2026
Northside Capital Management, LLC History Added to 16,613 1,221 0.11% 0.1% 629 +1,136 7.34% Q4 2025 Jan 07, 2026
Total Clarity Wealth Management, Inc. History Added to 16,575 1,218 0.29% 0.31% 630 +439 2.72% Q4 2025 Feb 02, 2026
NewEdge Wealth, LLC History Added to 16,559 1,217 0.01% 0.01% 631 +3,113 23.15% Q4 2025 Feb 03, 2026
MGB Wealth Management, LLC History Reduced 16,533 1,215 0.35% 0.36% 632 -892 -5.12% Q4 2025 Feb 17, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 16,503 1,212 0.19% 0.23% 633 -2,312 -12.29% Q4 2025 Feb 06, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 16,445 1,208 0.08% 0.08% 634 0 0.0% Q4 2025 Feb 10, 2026
Sigma Planning Corp History Added to 16,313 1,199 0.03% 0.03% 635 +1,370 9.17% Q4 2025 Jan 30, 2026
Dockside LLC History New 16,208 1,191 0.31% — 636 +16,208 New Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Added to 16,093 1,182 0.04% 0.03% 637 +238 1.5% Q4 2025 Jan 09, 2026
Havemeyer Place LP History New 16,011 1,176 0.23% — 638 +16,011 New Q4 2025 Feb 11, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 15,991 1,175 0.39% 0.76% 639 -14,293 -47.2% Q4 2025 Feb 06, 2026
Dai-ichi Life Insurance Company, Ltd History No change 15,920 1,170 0.03% 0.03% 640 0 0.0% Q4 2025 Feb 17, 2026
Birch Capital Management, LLC History Reduced 15,773 1,159 0.58% 0.65% 641 -1,767 -10.07% Q4 2025 Feb 03, 2026
Triune Financial Partners, LLC History New 14,539 1,151 0.27% — 642 +14,539 New Q4 2025 Feb 02, 2026
Hilltop National Bank History Added to 15,419 1,133 0.27% 0.24% 643 +2,250 17.09% Q4 2025 Jan 07, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 15,263 1,121 0.0% 0.01% 644 -27,170 -64.03% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 15,237 1,119 0.03% 0.03% 645 -209 -1.35% Q4 2025 Feb 09, 2026
Chicago Capital, LLC History Reduced 15,189 1,116 0.03% 0.03% 646 -597 -3.78% Q4 2025 Jan 26, 2026
MINDSET WEALTH MANAGEMENT, LLC History Reduced 15,054 1,106 0.29% 0.32% 647 -855 -5.37% Q4 2025 Feb 12, 2026
STRS OHIO History Reduced 14,969 1,100 0.0% 0.03% 648 -93,974 -86.26% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 14,967 1,100 0.01% 0.01% 649 -7,776 -34.19% Q4 2025 Feb 13, 2026
Mork Capital Management, LLC History New 14,900 1,095 0.67% — 650 +14,900 New Q4 2025 Feb 17, 2026
Archer Investment Corp History Added to 14,850 1,091 0.25% 0.22% 651 +1,300 9.59% Q4 2025 Jan 30, 2026
Morey & Quinn Wealth Partners, LLC History No change 14,755 1,084 0.78% 0.79% 652 0 0.0% Q4 2025 Jan 27, 2026
Welch Group, LLC History Added to 14,737 1,083 0.04% 0.04% 653 +668 4.75% Q4 2025 Jan 26, 2026
Clear Creek Financial Management, LLC History Reduced 14,618 1,074 0.09% 0.09% 654 -271 -1.82% Q4 2025 Jan 23, 2026
CULLEN INVESTMENT GROUP, LTD. History Added to 14,684 1,067 0.14% 0.13% 655 +800 5.76% Q4 2025 Jan 12, 2026
Wilmington Savings Fund Society, FSB History Reduced 14,450 1,062 0.02% 0.03% 656 -856 -5.59% Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History Reduced 14,449 1,061 0.05% 0.11% 657 -1,830 -11.24% Q4 2025 Feb 17, 2026
Advisor OS, LLC History Added to 14,380 1,056 0.09% 0.09% 658 +339 2.41% Q4 2025 Feb 04, 2026
GKV Capital Management Co., Inc. History Reduced 14,363 1,055 0.39% 0.52% 661 -3,816 -20.99% Q4 2025 Feb 10, 2026
SEARLE & CO. History Reduced 14,366 1,055 0.27% 0.33% 659 -2,745 -16.04% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Added to 14,354 1,055 0.07% 0.07% 660 +617 4.49% Q4 2025 Feb 20, 2026
FIRST MANHATTAN CO. LLC. History Added to 14,324 1,052 0.0% 0.0% 662 +4,333 43.37% Q4 2025 Feb 17, 2026
Advisory Resource Group History Added to 14,263 1,048 0.18% 0.19% 663 +43 0.3% Q4 2025 Feb 12, 2026
Red Door Wealth Management, LLC History Added to 14,249 1,047 0.11% 0.11% 664 +13 0.09% Q4 2025 Jan 20, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 14,226 1,045 0.07% 0.07% 665 -31 -0.22% Q4 2025 Jan 07, 2026
SFMG, LLC History Added to 14,205 1,044 0.07% 0.05% 666 +4,635 48.43% Q4 2025 Feb 10, 2026
TriaGen Wealth Management LLC History Reduced 14,200 1,043 0.27% 0.32% 667 -2,600 -15.48% Q4 2025 Jan 27, 2026
Tyche Wealth Partners LLC History Reduced 14,177 1,042 0.17% 0.18% 668 -63 -0.44% Q4 2025 Jan 23, 2026
Joel Isaacson & Co., LLC History Reduced 14,088 1,035 0.03% 0.04% 669 -690 -4.67% Q4 2025 Jan 30, 2026
FLOYD FINANCIAL GROUP LLC History Added to 11,851 1,034 0.7% 0.59% 670 +373 3.25% Q4 2025 Feb 24, 2026
Ascent Group, LLC History Added to 14,067 1,033 0.04% 0.02% 671 +5,886 71.95% Q4 2025 Jan 20, 2026
Supplemental Annuity Collective Trust of NJ History No change 14,000 1,029 0.27% 0.27% 672 0 0.0% Q4 2025 Jan 29, 2026
Carnegie Investment Counsel History Added to 13,992 1,028 0.02% 0.02% 673 +253 1.84% Q4 2025 Jan 23, 2026
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC History No change 13,939 1,024 0.57% 0.55% 674 0 0.0% Q4 2025 Feb 17, 2026
V-Square Quantitative Management LLC History Added to 13,908 1,022 0.11% 0.16% 675 +614 4.62% Q4 2025 Jan 22, 2026
F/m Investments LLC History Reduced 13,885 1,020 0.04% 0.05% 676 -4,283 -23.57% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 13,859 1,018 0.06% 0.06% 677 -602 -4.16% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History Added to 13,823 1,015 0.06% 0.02% 678 +10,200 281.53% Q4 2025 Feb 17, 2026
Disciplined Equity Management, Inc. History No change 13,715 1,008 0.52% 0.54% 679 0 0.0% Q4 2025 Jan 14, 2026
SCS Capital Management LLC History Added to 13,670 1,004 0.01% 0.01% 680 +532 4.05% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Added to 13,633 1,002 0.02% 0.01% 681 +10,723 368.49% Q4 2025 Feb 05, 2026
REGIONS FINANCIAL CORP History Reduced 13,541 995 0.01% 0.01% 682 -4,116 -23.31% Q4 2025 Jan 27, 2026
Argent Trust Co History Added to 13,542 995 0.03% 0.03% 683 +272 2.05% Q4 2025 Feb 10, 2026
Pinion Investment Advisors, LLC History Reduced 13,484 991 0.24% 0.27% 685 -1,032 -7.11% Q4 2025 Jan 29, 2026
CHOREO, LLC History Added to 13,426 991 0.01% 0.01% 684 +854 6.79% Q4 2025 Jan 23, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 13,472 990 0.04% 0.04% 686 +1,400 11.6% Q4 2025 Feb 17, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 13,456 989 0.0% 0.0% 687 -49,652 -78.68% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 13,455 988 0.02% 0.03% 688 +25 0.19% Q4 2025 Feb 06, 2026
Frank, Rimerman Advisors LLC History New 13,405 985 0.06% — 689 +13,405 New Q4 2025 Jan 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 13,352 981 0.15% 0.15% 690 +267 2.04% Q4 2025 Feb 11, 2026
Prudent Man Advisors, LLC History Reduced 13,337 980 0.36% 0.36% 691 -68 -0.51% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History Added to 13,271 975 0.02% 0.02% 692 +158 1.2% Q4 2025 Feb 02, 2026
Bleakley Financial Group, LLC History Added to 13,155 966 0.02% 0.02% 693 +1,451 12.4% Q4 2025 Feb 09, 2026
Perigon Wealth Management, LLC History Added to 13,108 963 0.02% 0.02% 694 +1,261 10.64% Q4 2025 Jan 16, 2026
SYON CAPITAL LLC History Added to 13,064 960 0.05% 0.05% 695 +514 4.1% Q4 2025 Feb 11, 2026
Wedmont Private Capital History Added to 13,501 954 0.03% 0.03% 696 +771 6.06% Q4 2025 Jan 08, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 12,979 953 0.64% 0.3% 697 +6,737 107.93% Q4 2025 Jan 22, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History Added to 12,966 953 0.21% 0.16% 698 +3,809 41.6% Q4 2025 Feb 11, 2026
One Capital Management, LLC History Added to 12,959 952 0.03% 0.01% 699 +7,141 122.74% Q4 2025 Feb 10, 2026
Focus Financial Network, Inc. History Reduced 12,925 949 0.03% 0.04% 700 -727 -5.33% Q4 2025 Jan 12, 2026
Belpointe Asset Management LLC History Added to 12,875 946 0.03% 0.03% 701 +823 6.83% Q4 2025 Jan 27, 2026
Alternative Investment Advisors, LLC. History New 12,832 943 0.41% — 702 +12,832 New Q4 2025 Feb 24, 2026
Atlantic Union Bankshares Corp History Reduced 12,791 940 0.02% 0.02% 703 -4,042 -24.01% Q4 2025 Feb 04, 2026
J.W. COLE ADVISORS, INC. History Added to 16,017 939 0.02% 0.02% 704 +269 1.71% Q4 2025 Feb 11, 2026
TT Capital Management LLC History Added to 12,740 936 0.75% 0.53% 705 +3,290 34.81% Q4 2025 Feb 11, 2026
Alliance Wealth Advisors, LLC History No change 12,609 926 0.4% 0.41% 706 0 0.0% Q4 2025 Jan 14, 2026
Paradigm Capital Management, LLC/NV History Reduced 12,557 923 0.86% 1.16% 707 -3,475 -21.68% Q4 2025 Feb 06, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 11,276 922 0.13% 0.1% 708 +2,005 21.63% Q4 2025 Feb 11, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 12,555 922 0.11% 0.12% 709 -975 -7.21% Q4 2025 Jan 12, 2026
Per Stirling Capital Management, LLC. History Reduced 12,467 916 0.1% 0.11% 710 -124 -0.98% Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 12,430 913 0.05% — 711 +12,430 New Q4 2025 Feb 17, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 12,418 912 0.04% 0.04% 712 -330 -2.59% Q4 2025 Feb 06, 2026
PFG Investments, LLC History Reduced 12,395 911 0.04% 0.05% 713 -70 -0.56% Q4 2025 Jan 26, 2026
Trueblood Wealth Management, LLC History Reduced 12,393 910 0.36% 0.4% 714 -1,611 -11.5% Q4 2025 Jan 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 12,331 906 0.02% 0.02% 715 -328 -2.59% Q4 2025 Jan 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 12,267 901 0.03% 0.03% 716 +1,846 17.71% Q4 2025 Feb 13, 2026
Intrua Financial, LLC History Added to 12,214 897 0.09% 0.08% 717 +1,538 14.41% Q4 2025 Feb 05, 2026
Retirement Planning Group, LLC History Added to 12,155 893 0.03% 0.03% 718 +281 2.37% Q4 2025 Feb 03, 2026
Spire Wealth Management History Added to 12,139 892 0.03% 0.03% 719 +312 2.64% Q4 2025 Jan 14, 2026
Chung Wu Investment Group, LLC History Reduced 12,010 882 0.72% 0.87% 723 -2,350 -16.36% Q4 2025 Feb 02, 2026
Retirement Investment Advisors, Inc. History Reduced 12,005 882 0.07% 0.09% 722 -2,330 -16.25% Q4 2025 Jan 21, 2026
Avidian Wealth Enterprises, LLC History Added to 12,004 882 0.03% 0.03% 721 +684 6.04% Q4 2025 Feb 02, 2026
TOMPKINS FINANCIAL CORP History No change 12,006 882 0.07% 0.07% 720 0 0.0% Q4 2025 Jan 08, 2026
Perissos Private Wealth Management, LLC History Reduced 12,000 881 0.76% 0.77% 724 -2,407 -16.71% Q4 2025 Feb 09, 2026
Modern Wealth Management, LLC History Reduced 11,947 878 0.02% 0.02% 725 -165 -1.36% Q4 2025 Feb 17, 2026
Miller Global Investments, LLC History New 11,922 876 0.79% — 726 +11,922 New Q4 2025 Jan 05, 2026
Jacobi Capital Management LLC History Added to 11,871 872 0.05% 0.04% 727 +1,865 18.64% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 11,747 867 0.03% 0.05% 728 +138 1.19% Q4 2025 Feb 13, 2026
Palogic Value Management, L.P. History No change 11,750 863 0.36% 0.34% 729 0 0.0% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 11,732 862 0.02% 0.03% 730 -3,006 -20.4% Q4 2025 Feb 17, 2026
Elevated Capital Advisors, LLC History Added to 11,731 862 0.2% 0.19% 731 +1,150 10.87% Q4 2025 Jan 27, 2026
Wealth Quarterback LLC History Added to 11,713 860 0.31% 0.22% 732 +4,091 53.67% Q4 2025 Jan 15, 2026
Old Port Advisors History Reduced 11,683 858 0.21% 0.22% 733 -323 -2.69% Q4 2025 Jan 08, 2026
WHITTIER TRUST CO History Reduced 12,097 857 0.01% 0.01% 734 -1,485 -10.93% Q4 2025 Jan 26, 2026
Traynor Capital Management, Inc. History Added to 11,595 852 0.05% 0.05% 735 +62 0.54% Q4 2025 Jan 12, 2026
Prospera Financial Services Inc History Reduced 11,560 850 0.01% 0.01% 736 -337 -2.83% Q4 2025 Feb 09, 2026
Oxbow Advisors, LLC History No change 11,523 846 0.07% 0.08% 737 0 0.0% Q4 2025 Feb 04, 2026
CHILTON INVESTMENT CO INC. History Reduced 11,457 842 0.02% 0.02% 738 -692 -5.7% Q4 2025 Feb 17, 2026
Empirical Finance, LLC History Reduced 11,436 840 0.04% 0.04% 739 -343 -2.91% Q4 2025 Feb 12, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 11,372 835 0.7% — 740 +11,372 New Q4 2025 Feb 13, 2026
InvesTrust History No change 11,352 834 0.32% 0.3% 741 0 0.0% Q4 2025 Jan 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 11,329 832 0.01% 0.02% 742 -4,069 -26.43% Q4 2025 Feb 19, 2026
Keudell/Morrison Wealth Management History New 11,307 831 0.17% — 744 +11,307 New Q4 2025 Feb 06, 2026
Penbrook Management LLC History Reduced 11,310 831 0.57% 0.58% 743 -100 -0.88% Q4 2025 Jan 06, 2026
Sky Investment Group LLC History Added to 11,240 826 0.14% 0.11% 745 +2,455 27.95% Q4 2025 Jan 14, 2026
WESBANCO BANK INC History Reduced 11,234 825 0.02% 0.03% 746 -5,252 -31.86% Q4 2025 Feb 03, 2026
Sage Capital Management, LLC History Added to 11,219 824 0.38% 0.37% 747 +62 0.56% Q4 2025 Jan 15, 2026
Mutual Advisors, LLC History Reduced 11,168 820 0.02% 0.02% 749 -270 -2.36% Q4 2025 Feb 02, 2026
Formidable Asset Management, LLC History No change 11,246 820 0.12% 0.14% 748 0 0.0% Q4 2025 Jan 16, 2026
Cottage Street Advisors LLC History Reduced 11,147 819 0.35% 1.47% 750 -36,511 -76.61% Q4 2025 Jan 26, 2026
Lavaca Capital LLC History Added to 11,042 811 0.13% 0.14% 751 +15 0.14% Q4 2025 Feb 13, 2026
Fideuram Asset Management (Ireland) dac History New 8,514 810 0.06% — 753 +8,514 New Q4 2025 Feb 10, 2026
Callahan Advisors, LLC History Added to 11,029 810 0.07% 0.07% 752 +1 0.01% Q4 2025 Feb 06, 2026
CONNING INC. History Reduced 11,008 809 0.03% 0.03% 754 -642 -5.51% Q4 2025 Feb 05, 2026
GAMMA Investing LLC History Added to 10,959 805 0.04% 0.04% 755 +1,686 18.18% Q4 2025 Jan 05, 2026
Silver Lake Advisory, LLC History Added to 10,946 804 0.31% 0.31% 756 +158 1.46% Q4 2025 Jan 09, 2026
TEMA ETFS LLC History Reduced 10,952 804 0.06% 0.07% 757 -32 -0.29% Q4 2025 Jan 16, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 10,898 801 0.09% 0.09% 758 -6 -0.06% Q4 2025 Feb 13, 2026
Diversified Trust Co History Added to 10,871 799 0.01% 0.01% 759 +5,183 91.12% Q4 2025 Jan 09, 2026
SageOak Financial, LLC History Added to 10,884 799 0.58% 0.58% 760 +3 0.03% Q4 2025 Feb 13, 2026
Hardman Johnston Global Advisors LLC History Added to 10,863 798 0.04% 0.02% 761 +5,494 102.33% Q4 2025 Jan 23, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 10,832 796 0.27% 0.26% 762 +280 2.65% Q4 2025 Jan 07, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 10,816 794 0.0% 0.0% 763 +2,009 22.81% Q4 2025 Feb 12, 2026
Hendershot Investments Inc. History Reduced 10,744 789 0.1% 0.1% 764 -60 -0.56% Q4 2025 Jan 26, 2026
Stockman Wealth Management, Inc. History No change 10,700 786 0.09% 0.1% 765 0 0.0% Q4 2025 Jan 29, 2026
Ameritas Advisory Services, LLC History Reduced 10,690 785 0.03% 0.16% 766 -23,354 -68.6% Q4 2025 Feb 04, 2026
Arax Advisory Partners History Reduced 10,608 779 0.02% 0.01% 767 -2,773 -20.72% Q4 2025 Feb 13, 2026
NorthStar Asset Management LLC /NJ/ History Reduced 10,578 777 0.35% 0.38% 769 -275 -2.53% Q4 2025 Feb 10, 2026
Plato Investment Management Ltd History No change 10,526 777 0.05% 0.05% 768 0 0.0% Q4 2025 Feb 04, 2026
Brooklyn Investment Group History Added to 10,498 773 0.04% 0.07% 770 +4,344 70.59% Q4 2025 Feb 12, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 10,506 772 0.04% 0.08% 771 -10,786 -50.66% Q4 2025 Feb 17, 2026
Douglass Winthrop Advisors, LLC History Added to 10,455 768 0.01% 0.01% 772 +350 3.46% Q4 2025 Feb 12, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 10,423 766 0.01% 0.01% 773 -122 -1.16% Q4 2025 Feb 13, 2026
SVB WEALTH LLC History Added to 10,373 762 0.04% 0.04% 774 +459 4.63% Q4 2025 Feb 04, 2026
Aaron Wealth Advisors LLC History Added to 10,315 758 0.04% 0.02% 775 +4,606 80.68% Q4 2025 Jan 21, 2026
SYNTAX RESEARCH, INC. History Reduced 10,304 757 0.47% 0.59% 776 -2,196 -17.57% Q4 2025 Feb 02, 2026
Cyndeo Wealth Partners, LLC History Reduced 10,290 756 0.04% 0.04% 777 -132 -1.27% Q4 2025 Jan 07, 2026
Centerpoint Advisory Group History Reduced 10,284 755 0.58% 0.59% 778 -125 -1.2% Q4 2025 Feb 03, 2026
Hilton Capital Management, LLC History Reduced 10,265 754 0.06% 0.1% 779 -6,344 -38.2% Q4 2025 Feb 12, 2026
Redwood Investment Management, LLC History Reduced 10,159 747 0.08% 0.12% 780 -4,627 -31.29% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 10,134 744 0.0% 0.0% 781 -2,343 -18.78% Q4 2025 Feb 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 10,096 741 0.01% 0.02% 782 -460 -4.36% Q4 2025 Feb 12, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 10,068 739 0.13% 0.11% 783 +1,428 16.53% Q4 2025 Jan 16, 2026
MKT Advisors LLC History Added to 10,009 737 0.25% 0.24% 784 +1,073 12.01% Q4 2025 Jan 08, 2026
PARK AVENUE SECURITIES LLC History Added to 10,019 736 0.01% 0.0% 786 +2,179 27.79% Q4 2025 Jan 05, 2026
Mystic Asset Management, Inc. History Added to 10,023 736 0.17% 0.15% 787 +930 10.23% Q4 2025 Jan 28, 2026
CULLEN/FROST BANKERS, INC. History Added to 10,021 736 0.01% 0.01% 785 +2 0.02% Q4 2025 Feb 06, 2026
RDA Financial Network History Added to 9,996 734 0.18% 0.12% 788 +3,382 51.13% Q4 2025 Jan 06, 2026
KRS Capital Management, LLC History Reduced 9,981 733 0.42% 0.45% 789 -302 -2.94% Q4 2025 Jan 15, 2026
WEDBUSH SECURITIES INC History Reduced 9,963 732 0.02% 0.03% 790 -2,224 -18.25% Q4 2025 Feb 12, 2026
Callan Family Office, LLC History Reduced 9,970 732 0.02% 0.02% 791 -321 -3.12% Q4 2025 Feb 12, 2026
Busey Bank History No change 9,909 728 0.02% 0.02% 792 0 0.0% Q4 2025 Jan 27, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 9,872 725 0.03% 0.03% 793 -315 -3.09% Q4 2025 Jan 14, 2026
Purkiss Capital Advisors LLC History Reduced 9,795 719 0.34% 0.43% 795 -2,494 -20.29% Q4 2025 Feb 04, 2026
Trivium Point Advisory, LLC History Added to 9,791 719 0.07% 0.06% 794 +1,075 12.33% Q4 2025 Jan 26, 2026
TCW GROUP INC History New 9,769 718 0.01% — 796 +9,769 New Q4 2025 Feb 17, 2026
Presima Securities ULC History Added to 9,641 708 0.41% 0.19% 797 +164 1.73% Q4 2025 Feb 10, 2026
Salvus Wealth Management, LLC History Added to 9,625 707 0.4% 0.38% 798 +350 3.77% Q4 2025 Jan 12, 2026
Plan Group Financial, LLC History Reduced 9,517 699 0.18% 0.22% 799 -1,606 -14.44% Q4 2025 Feb 03, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 9,497 698 0.23% 0.24% 800 0 0.0% Q4 2025 Jan 20, 2026
PRIVATE TRUST CO NA History Reduced 9,448 694 0.06% 0.06% 801 -281 -2.89% Q4 2025 Jan 26, 2026
Quad-Cities Investment Group, LLC History Added to 9,418 692 0.29% 0.29% 802 +96 1.03% Q4 2025 Jan 14, 2026
Davis Investment Partners, LLC History Added to 9,317 692 0.24% 0.23% 803 +30 0.32% Q4 2025 Jan 06, 2026
Roble, Belko & Company, Inc History No change 9,338 686 0.09% 0.09% 804 0 0.0% Q4 2025 Jan 12, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 9,268 681 0.0% 0.02% 805 -61,999 -87.0% Q4 2025 Feb 13, 2026
STONERIDGE INVESTMENT PARTNERS LLC History New 9,252 680 0.47% — 806 +9,252 New Q4 2025 Feb 05, 2026
Horst & Graben Wealth Management LLC History Added to 9,263 680 0.1% 0.1% 807 +49 0.53% Q4 2025 Jan 27, 2026
Marble Wealth, LLC History New 9,206 676 0.09% — 808 +9,206 New Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Reduced 9,170 674 0.01% 0.03% 809 -13,611 -59.75% Q4 2025 Jan 14, 2026
Csenge Advisory Group History Added to 9,168 673 0.03% 0.03% 810 +1,105 13.7% Q4 2025 Feb 06, 2026
GREENLEAF TRUST History Added to 9,119 670 0.01% 0.01% 811 +945 11.56% Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History Added to 9,104 669 0.01% 0.01% 812 +1,419 18.46% Q4 2025 Jan 20, 2026
Tannin Capital LLC History New 9,092 668 0.6% — 814 +9,092 New Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 9,093 668 0.01% 0.01% 813 +1,434 18.72% Q4 2025 Feb 02, 2026
ELCO Management Co., LLC History Reduced 9,034 663 0.42% 0.58% 815 -6,111 -40.35% Q4 2025 Feb 04, 2026
OAKLAND FINANCIAL CORP History No change 9,001 661 10.95% 11.18% 816 0 0.0% Q4 2025 Jan 29, 2026
Carson Advisory Inc. History New 8,975 659 0.34% — 817 +8,975 New Q4 2025 Feb 12, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 8,965 658 0.34% 0.35% 818 -185 -2.02% Q4 2025 Jan 28, 2026
Crestwood Advisors Group, LLC History Added to 8,931 656 0.01% 0.01% 819 +2,643 42.03% Q4 2025 Feb 03, 2026
Golden State Equity Partners History Added to 8,922 655 0.11% 0.11% 820 +11 0.12% Q4 2025 Jan 29, 2026
LMG Wealth Partners, LLC History Added to 8,754 643 0.12% 0.09% 821 +2,000 29.61% Q4 2025 Feb 02, 2026
Coastline Trust Co History No change 8,712 640 0.06% 0.07% 822 0 0.0% Q4 2025 Jan 05, 2026
J. Safra Sarasin Holding AG History Added to 8,704 639 0.01% 0.01% 823 +1,175 15.61% Q4 2025 Jan 15, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 8,681 638 0.18% 0.2% 824 -441 -4.83% Q4 2025 Jan 20, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 8,677 637 0.04% 0.04% 825 +736 9.27% Q4 2025 Feb 11, 2026
Platform Technology Partners History Added to 8,673 637 0.14% 0.15% 826 +57 0.66% Q4 2025 Feb 13, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 8,628 634 0.09% 0.09% 827 +140 1.65% Q4 2025 Jan 23, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 8,620 633 0.01% 0.02% 828 -8,472 -49.57% Q4 2025 Feb 05, 2026
Heathbridge Capital Management Ltd. History New 8,550 628 0.24% — 829 +8,550 New Q4 2025 Feb 05, 2026
Portside Wealth Group, LLC History Reduced 8,523 626 0.08% 0.11% 830 -2,264 -20.99% Q4 2025 Jan 21, 2026
Hilton Head Capital Partners, LLC History New 8,507 625 0.37% — 832 +8,507 New Q4 2025 Feb 11, 2026
Linscomb Wealth, Inc. History Reduced 8,512 625 0.03% 0.03% 831 -4 -0.05% Q4 2025 Feb 10, 2026
GARRISON POINT ADVISORS, LLC History No change 8,482 623 0.28% 0.26% 833 0 0.0% Q4 2025 Feb 13, 2026
HANCOCK WHITNEY CORP History Reduced 8,459 621 0.01% 0.01% 834 -368 -4.17% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Added to 8,401 617 0.02% 0.02% 835 +881 11.72% Q4 2025 Feb 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 8,354 614 0.07% 0.06% 836 +1,815 27.76% Q4 2025 Feb 13, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 8,342 613 0.42% 0.43% 837 0 0.0% Q4 2025 Feb 13, 2026
ORG Wealth Partners, LLC History Added to 8,337 612 0.14% 0.09% 838 +2,333 38.86% Q4 2025 Jan 14, 2026
UMB Bank, n.a. History Added to 8,320 611 0.01% 0.01% 839 +451 5.73% Q4 2025 Feb 13, 2026
CAP Partners, LLC History Added to 8,316 611 0.35% 0.34% 840 +151 1.85% Q4 2025 Feb 04, 2026
Garrett Wealth Advisory Group, LLC History Reduced 8,300 610 0.12% 0.12% 841 -404 -4.64% Q4 2025 Feb 04, 2026
Rare Wolf Capital LLC History New 8,273 608 0.38% — 842 +8,273 New Q4 2025 Feb 19, 2026
Meeder Advisory Services, Inc. History Reduced 8,198 602 0.03% 0.03% 844 -887 -9.76% Q4 2025 Feb 11, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 8,199 602 0.11% 0.11% 843 0 0.0% Q4 2025 Feb 17, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 8,178 601 0.25% 0.24% 845 +565 7.42% Q4 2025 Jan 30, 2026
Alan B Lancz & Associates, Inc. History Added to 8,162 599 0.53% 0.43% 846 +1,600 24.38% Q4 2025 Feb 06, 2026
TRITONPOINT WEALTH, LLC History Reduced 8,135 597 0.06% 0.1% 847 -7,574 -48.21% Q4 2025 Jan 20, 2026
Fieldview Capital Management, LLC History Reduced 8,121 596 0.1% 0.33% 848 -19,323 -70.41% Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Reduced 8,089 594 0.11% 0.11% 849 -273 -3.26% Q4 2025 Feb 12, 2026
Westover Capital Advisors, LLC History No change 8,069 593 0.11% 0.11% 850 0 0.0% Q4 2025 Feb 09, 2026
Passumpsic Savings Bank History New 8,028 590 0.32% — 851 +8,028 New Q4 2025 Feb 05, 2026
Dorsey & Whitney Trust CO LLC History Reduced 8,017 589 0.03% 0.03% 852 -3 -0.04% Q4 2025 Feb 11, 2026
OFI INVEST ASSET MANAGEMENT History New 7,991 587 0.01% — 853 +7,991 New Q4 2025 Jan 22, 2026
Advisory Alpha, LLC History Added to 7,981 586 0.02% 0.01% 854 +622 8.45% Q4 2025 Feb 06, 2026
WEDGEWOOD INVESTORS INC /PA/ History Added to 7,950 584 0.67% 0.6% 855 +500 6.71% Q4 2025 Feb 04, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Added to 7,925 582 0.11% 0.04% 856 +5,021 172.9% Q4 2025 Jan 29, 2026
Sage Mountain Advisors LLC History Added to 7,916 581 0.03% 0.02% 857 +2,356 42.37% Q4 2025 Jan 23, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 8,173 579 0.09% 0.09% 859 +4,086 99.98% Q4 2025 Jan 07, 2026
Addis & Hill, Inc History Reduced 7,879 579 0.35% 0.37% 860 -551 -6.54% Q4 2025 Jan 06, 2026
Next Capital Management LLC History No change 7,880 579 0.19% 0.19% 858 0 0.0% Q4 2025 Feb 11, 2026
SPRING CAPITAL MANAGEMENT, LLC History No change 7,824 575 0.29% 0.28% 861 0 0.0% Q4 2025 Jan 13, 2026
Quadcap Wealth Management, LLC History Added to 7,805 573 0.07% 0.07% 862 +66 0.85% Q4 2025 Jan 29, 2026
C2C Wealth Management, LLC History No change 7,792 572 0.48% 0.49% 863 0 0.0% Q4 2025 Jan 21, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 7,694 571 0.1% 0.09% 864 0 0.0% Q4 2025 Feb 13, 2026
MEKETA INVESTMENT GROUP INC /ADV History No change 7,693 565 1.91% 1.84% 865 0 0.0% Q4 2025 Feb 11, 2026
Impact Partnership Wealth, LLC History New 7,658 562 0.07% — 866 +7,658 New Q4 2025 Feb 10, 2026
Strategic Financial Concepts, LLC History Added to 7,646 561 0.51% 0.04% 867 +4,225 123.5% Q4 2025 Feb 09, 2026
OneDigital Investment Advisors LLC History Reduced 7,617 559 0.01% 0.01% 868 -1,531 -16.74% Q4 2025 Feb 13, 2026
NAVELLIER & ASSOCIATES INC History Reduced 7,585 557 0.06% 0.07% 869 -1,385 -15.44% Q4 2025 Feb 03, 2026
Ipsen Advisor Group LLC History Added to 7,569 556 0.4% 0.38% 870 +239 3.26% Q4 2025 Feb 11, 2026
AVISO WEALTH MANAGEMENT History Reduced 7,556 555 0.23% 0.25% 871 -221 -2.84% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Added to 7,512 552 0.01% 0.01% 872 +1,624 27.58% Q4 2025 Feb 05, 2026
Morton Capital Management LLC/CA History Added to 7,502 551 0.08% 0.09% 873 +68 0.91% Q4 2025 Feb 03, 2026
Valeo Financial Advisors, LLC History Reduced 7,473 549 0.01% 0.02% 874 -2,933 -28.19% Q4 2025 Feb 04, 2026
Emerald Advisors, LLC History Added to 7,481 549 0.07% 0.07% 875 +511 7.33% Q4 2025 Jan 27, 2026
CHICAGO TRUST Co NA History Reduced 7,465 548 0.09% 0.09% 876 -1,161 -13.46% Q4 2025 Feb 17, 2026
NORDEN GROUP LLC History Added to 7,406 544 0.05% 0.05% 877 +224 3.12% Q4 2025 Jan 13, 2026
Harbour Trust & Investment Management Co History Reduced 7,390 543 0.06% 0.06% 878 -400 -5.13% Q4 2025 Jan 28, 2026
AGF MANAGEMENT LTD History New 7,378 542 0.0% — 879 +7,378 New Q4 2025 Feb 17, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 7,289 535 0.36% 0.36% 880 0 0.0% Q4 2025 Jan 09, 2026
Citizens National Bank Trust Department History Added to 7,264 533 0.09% 0.07% 881 +2,043 39.13% Q4 2025 Jan 30, 2026
Granite Group Advisors, LLC History Added to 7,247 532 0.3% 0.25% 882 +1,600 28.33% Q4 2025 Jan 13, 2026
Greenfield Savings Bank History Reduced 7,177 527 0.22% 0.22% 884 -100 -1.37% Q4 2025 Feb 02, 2026
Ausdal Financial Partners, Inc. History Reduced 7,171 527 0.02% 0.03% 883 -77 -1.06% Q4 2025 Feb 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 7,106 522 0.15% 0.17% 885 +58 0.82% Q4 2025 Feb 11, 2026
Challenger Wealth Management History Reduced 7,075 520 0.4% 0.43% 887 -510 -6.72% Q4 2025 Feb 17, 2026
Centennial Wealth Advisory LLC History Added to 7,081 520 0.14% 0.14% 886 +369 5.5% Q4 2025 Jan 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 7,041 517 0.05% — 888 +7,041 New Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Reduced 7,009 515 0.03% 0.03% 889 -967 -12.12% Q4 2025 Jan 27, 2026
HHM Wealth Advisors, LLC History Reduced 7,001 514 0.06% 0.06% 890 -30 -0.43% Q4 2025 Jan 22, 2026
WESPAC Advisors, LLC History Reduced 6,987 513 0.28% 0.32% 891 -485 -6.49% Q4 2025 Jan 14, 2026
HUTNER CAPITAL MANAGEMENT INC History Reduced 6,962 511 0.21% 0.49% 892 -9,085 -56.61% Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History Reduced 7,159 506 0.05% 0.06% 893 -1,153 -13.87% Q4 2025 Jan 12, 2026
Pure Financial Advisors, LLC History Added to 6,810 500 0.09% 0.01% 894 +428 6.71% Q4 2025 Mar 04, 2026
SG Trading Solutions, LLC History New 6,776 498 0.12% — 897 +6,776 New Q4 2025 Feb 24, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 6,785 498 0.12% 0.12% 895 +205 3.12% Q4 2025 Jan 26, 2026
Fifth Third Wealth Advisors LLC History Reduced 6,779 498 0.02% 0.02% 896 -181 -2.6% Q4 2025 Jan 15, 2026
WEALTHSPAN PARTNERS, LLC History Added to 6,762 497 0.18% 0.19% 898 +30 0.45% Q4 2025 Jan 27, 2026
Gaddis Premier Wealth Advisors LLC History New 6,750 496 0.38% — 899 +6,750 New Q4 2025 Feb 11, 2026
Meridian Wealth Management, LLC History Reduced 6,739 495 0.02% 0.02% 900 -178 -2.57% Q4 2025 Feb 04, 2026
Balboa Wealth Partners History Reduced 6,708 493 0.08% 0.08% 902 -10 -0.15% Q4 2025 Jan 16, 2026
Perpetual Ltd History No change 6,711 493 0.01% 0.01% 901 0 0.0% Q4 2025 Jan 20, 2026
Wealth Management Associates, Inc. History Added to 6,665 489 0.17% 0.13% 905 +1,555 30.43% Q4 2025 Jan 20, 2026
Global View Capital Management LLC History Reduced 6,664 489 0.09% 0.1% 904 -44 -0.66% Q4 2025 Jan 14, 2026
Blankinship & Foster, LLC History Added to 6,666 489 0.11% 0.11% 903 +2 0.03% Q4 2025 Jan 23, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Added to 6,629 487 0.17% 0.18% 907 +24 0.36% Q4 2025 Feb 06, 2026
EagleClaw Capital Managment, LLC History No change 6,634 487 0.07% 0.07% 906 0 0.0% Q4 2025 Feb 10, 2026
Aull & Monroe Investment Management Corp History No change 6,616 486 0.24% 0.25% 908 0 0.0% Q4 2025 Jan 09, 2026
Quantitative Investment Management, LLC History Reduced 6,592 484 0.05% 0.09% 909 -2,588 -28.19% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 6,592 484 0.01% 0.01% 911 +1,874 39.72% Q4 2025 Jan 07, 2026
Claro Advisors Inc. History Added to 6,597 484 0.07% 0.07% 910 +32 0.49% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Added to 6,568 482 0.02% 0.02% 912 +274 4.35% Q4 2025 Feb 17, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 6,533 480 0.0% 0.01% 913 -10,845 -62.41% Q4 2025 Jan 15, 2026
Visionary Wealth Advisors History Added to 6,517 479 0.02% 0.02% 914 +332 5.37% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 6,492 477 0.04% 0.02% 915 +2,186 50.77% Q4 2025 Jan 29, 2026
Parallel Advisors, LLC History Reduced 6,499 477 0.01% 0.01% 916 -867 -11.77% Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 6,491 477 0.0% 0.0% 917 +510 8.53% Q4 2025 Feb 11, 2026
Midwest Trust Co History Reduced 6,475 475 0.01% 0.01% 918 -70 -1.07% Q4 2025 Feb 04, 2026
Gateway Wealth Partners, LLC History Added to 6,434 472 0.05% 0.05% 919 +910 16.47% Q4 2025 Feb 11, 2026
LaSalle St. Investment Advisors, LLC History Added to 6,405 470 0.08% 0.08% 920 +17 0.27% Q4 2025 Feb 17, 2026
TritonPoint Partners, LLC History New 6,369 468 0.25% — 921 +6,369 New Q4 2025 Feb 13, 2026
Aprio Wealth Management, LLC History New 4,537 465 0.03% — 923 +4,537 New Q4 2025 Jan 29, 2026
HOWE & RUSLING INC History Reduced 6,329 465 0.03% 0.04% 922 -1,104 -14.85% Q4 2025 Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 6,317 464 0.01% 0.02% 924 +165 2.68% Q4 2025 Jan 12, 2026
Frontier Asset Management, LLC History New 6,269 460 0.11% — 926 +6,269 New Q4 2025 Feb 04, 2026
Western Wealth Management, LLC History Reduced 6,268 460 0.02% 0.03% 925 -796 -11.27% Q4 2025 Feb 05, 2026
Mayflower Financial Advisors, LLC History Reduced 6,226 457 0.06% 0.06% 928 -702 -10.13% Q4 2025 Jan 13, 2026
CIGNA INVESTMENTS INC /NEW History No change 6,214 457 0.07% 0.06% 927 0 0.0% Q4 2025 Jan 20, 2026
Pointe Capital Management LLC History Reduced 6,217 456 0.23% 0.23% 929 -300 -4.6% Q4 2025 Feb 17, 2026
Farringdon Capital, Ltd. History New 6,200 455 0.11% — 930 +6,200 New Q4 2025 Feb 17, 2026
Coppell Advisory Solutions LLC History Added to 6,174 455 0.04% 0.04% 932 +549 9.76% Q4 2025 Feb 17, 2026
Sterling Manor Financial, LLC History No change 6,192 455 0.28% 0.28% 931 0 0.0% Q4 2025 Jan 07, 2026
Advanced Portfolio Management, LLC History New 6,155 452 1.38% — 933 +6,155 New Q4 2025 Feb 17, 2026
Tradewinds Capital Management, LLC History Reduced 6,118 449 0.09% 0.13% 934 -2,028 -24.9% Q4 2025 Jan 14, 2026
Aptus Capital Advisors, LLC History Added to 6,090 447 0.0% 0.0% 935 +849 16.2% Q4 2025 Feb 13, 2026
Sound View Wealth Advisors Group, LLC History Reduced 5,951 437 0.03% 0.04% 936 -2,780 -31.84% Q4 2025 Jan 08, 2026
FAS Wealth Partners, Inc. History Added to 5,934 436 0.03% 0.03% 937 +220 3.85% Q4 2025 Feb 18, 2026
Dynamic Technology Lab Private Ltd History Reduced 5,919 435 0.1% 0.13% 938 -5,005 -45.82% Q4 2025 Feb 13, 2026
Uniting Wealth Partners, LLC History Added to 5,912 434 0.13% 0.08% 939 +1,100 22.86% Q4 2025 Feb 13, 2026
WRIGHT INVESTORS SERVICE INC History Reduced 5,881 432 0.13% 0.13% 940 -175 -2.89% Q4 2025 Jan 26, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 5,867 431 0.01% 0.01% 941 -6,040 -50.73% Q4 2025 Feb 12, 2026
Auxano Advisors, LLC History Added to 5,877 431 0.09% 0.09% 942 +68 1.17% Q4 2025 Feb 06, 2026
Inspire Investing, LLC History Added to 5,790 425 0.04% 0.04% 943 +261 4.72% Q4 2025 Feb 17, 2026
CULTIVAR CAPITAL, INC. History No change 5,785 425 0.27% 0.28% 944 0 0.0% Q4 2025 Jan 09, 2026
North Star Investment Management Corp. History Added to 5,770 424 0.03% 0.03% 945 +94 1.66% Q4 2025 Jan 30, 2026
Sargent Investment Group, LLC History New 5,708 419 0.05% — 947 +5,708 New Q4 2025 Feb 13, 2026
DAVIS R M INC History Added to 5,710 419 0.01% 0.01% 946 +1,000 21.23% Q4 2025 Feb 12, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 5,681 417 0.26% 0.32% 948 -646 -10.21% Q4 2025 Jan 28, 2026
MONECO ADVISORS, LLC History Reduced 5,662 416 0.03% 0.04% 950 -1,029 -15.38% Q4 2025 Feb 04, 2026
Haverford Trust Co History Added to 5,665 416 0.0% 0.0% 949 +14 0.25% Q4 2025 Feb 13, 2026
Provident Investment Management, Inc. History Added to 5,620 413 0.04% 0.03% 951 +275 5.14% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 5,604 411 0.11% 0.16% 952 +288 5.42% Q4 2025 Feb 09, 2026
Tower Wealth Partners, Inc. History Added to 5,540 407 0.22% 0.22% 953 +50 0.91% Q4 2025 Jan 16, 2026
Florida Trust Wealth Management Co History Reduced 5,536 406 0.01% 0.01% 954 -319 -5.45% Q4 2025 Jan 20, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 5,514 405 0.04% 0.04% 955 0 0.0% Q4 2025 Feb 13, 2026
Revolve Wealth Partners, LLC History Added to 5,489 403 0.05% 0.05% 956 +104 1.93% Q4 2025 Jan 20, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 5,471 402 0.27% 0.24% 958 +480 9.62% Q4 2025 Feb 04, 2026
Walker Asset Management, LLC History Added to 5,482 402 0.22% 0.22% 957 +159 2.99% Q4 2025 Jan 16, 2026
Nicholson Meyer Capital Management, Inc. History Reduced 5,443 399 0.3% 0.32% 959 -249 -4.37% Q4 2025 Jan 28, 2026
Texas Bank & Trust Co History New 5,416 398 0.14% — 961 +5,416 New Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Added to 5,418 398 0.03% 0.02% 960 +1,161 27.27% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 5,410 397 0.03% — 962 +5,410 New Q4 2025 Jan 23, 2026
BankPlus Wealth Management LLC History Reduced 5,393 396 0.22% 0.23% 963 -49 -0.9% Q4 2025 Feb 04, 2026
Soltis Investment Advisors LLC History Reduced 5,383 395 0.03% 0.03% 965 -736 -12.03% Q4 2025 Apr 02, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 5,385 395 0.01% 0.02% 964 -248 -4.4% Q4 2025 Feb 17, 2026
Groupe la Francaise History Added to 5,374 394 0.01% 0.0% 967 +517 10.64% Q4 2025 Feb 12, 2026
Hoxton Planning & Management, LLC History Added to 5,372 394 0.12% 0.12% 966 +120 2.28% Q4 2025 Feb 11, 2026
BRIGHTON SECURITIES CORP. History Added to 5,355 393 0.19% 0.15% 968 +1,488 38.48% Q4 2025 Mar 06, 2026
CFO CAPITAL MANAGEMENT LLC History New 5,248 385 0.29% — 969 +5,248 New Q4 2025 Mar 02, 2026
Selective Wealth Management, Inc. History Reduced 5,225 383 0.12% 0.15% 971 -1,372 -20.8% Q4 2025 Jan 16, 2026
HBK Sorce Advisory LLC History Added to 4,688 383 0.01% 0.01% 970 +503 12.02% Q4 2025 Feb 09, 2026
Venture Visionary Partners LLC History Reduced 4,262 383 0.01% 0.01% 972 -154 -3.49% Q4 2025 Feb 13, 2026
Bensler, LLC History Added to 5,190 381 0.04% 0.04% 973 +71 1.39% Q4 2025 Feb 04, 2026
FIDUCIARY TRUST CO History Added to 5,162 379 0.0% 0.0% 974 +312 6.43% Q4 2025 Feb 13, 2026
Severin Investments, LLC History Reduced 5,084 373 0.33% 0.35% 976 -390 -7.12% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Added to 5,081 373 0.0% 0.0% 975 +218 4.48% Q4 2025 Jan 23, 2026
Martel Wealth Advisors Inc History No change 5,078 373 0.06% 0.06% 977 0 0.0% Q4 2025 Jan 21, 2026
Gibraltar Capital Management, Inc. History Added to 5,050 371 0.06% 0.07% 978 +69 1.39% Q4 2025 Feb 02, 2026
Capital Analysts, LLC History Reduced 5,031 370 0.01% 0.11% 980 -44,435 -89.83% Q4 2025 Feb 11, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 5,041 370 0.05% 0.05% 979 0 0.0% Q4 2025 Jan 14, 2026
Concorde Asset Management, LLC History Added to 5,024 369 0.15% 0.15% 981 +217 4.51% Q4 2025 Feb 13, 2026
Tradewinds, LLC. History Reduced 5,014 368 0.09% 0.1% 983 -648 -11.44% Q4 2025 Feb 13, 2026
Gryphon Financial Partners LLC History Added to 5,018 368 0.04% 0.04% 982 +44 0.88% Q4 2025 Jan 08, 2026
Rithm Capital Corp. History New 5,000 367 0.85% — 985 +5,000 New Q4 2025 Feb 17, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 4,998 367 0.03% 0.02% 984 +2,728 120.18% Q4 2025 Jan 20, 2026
Kaizen Financial Strategies History Reduced 4,998 367 0.16% 0.17% 986 -482 -8.8% Q4 2025 Jan 21, 2026
Tradition Wealth Management, LLC History Reduced 4,978 365 0.03% 0.04% 987 -1,950 -28.15% Q4 2025 Feb 11, 2026
Capital Square, LLC History Added to 4,965 364 0.19% 0.11% 988 +1,993 67.06% Q4 2025 Feb 13, 2026
Venturi Wealth Management, LLC History Reduced 4,948 363 0.02% 0.02% 989 -734 -12.92% Q4 2025 Jan 22, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 4,952 363 0.3% 0.31% 990 0 0.0% Q4 2025 Jan 08, 2026
Marathon Trading Investment Management LLC History New 4,937 362 0.01% — 991 +4,937 New Q4 2025 Feb 13, 2026
Leo Wealth, LLC History New 4,904 360 0.03% — 994 +4,904 New Q4 2025 Jan 21, 2026
SITTNER & NELSON, LLC History New 4,400 360 0.13% — 993 +4,400 New Q4 2025 Feb 11, 2026
Firestone Capital Management History Reduced 4,899 360 0.08% 0.09% 992 -972 -16.56% Q4 2025 Feb 09, 2026
Symphony Financial, Ltd. Co. History Reduced 4,858 358 0.05% 0.09% 995 -5,659 -53.81% Q4 2025 Feb 11, 2026
Smart Portfolios, LLC History Reduced 4,855 356 0.35% 0.34% 996 -40 -0.82% Q4 2025 Jan 30, 2026
GTS SECURITIES LLC History New 4,841 355 0.01% — 998 +4,841 New Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 4,837 355 0.01% 0.01% 999 +1,029 27.02% Q4 2025 Feb 02, 2026
Keel Point, LLC History Added to 4,839 355 0.02% 0.02% 997 +442 10.05% Q4 2025 Feb 12, 2026
Kathmere Capital Management, LLC History Added to 4,820 354 0.02% 0.02% 1000 +814 20.32% Q4 2025 Jan 13, 2026
FORA Capital, LLC History Reduced 4,794 352 0.04% 0.38% 1002 -24,764 -83.78% Q4 2025 Feb 13, 2026
Pettinga Financial Advisors LLC History Added to 4,792 352 0.07% 0.04% 1001 +1,917 66.68% Q4 2025 Feb 12, 2026
Premier Path Wealth Partners, LLC History Reduced 4,782 351 0.05% 0.05% 1004 -462 -8.81% Q4 2025 Jan 22, 2026
DF DENT & CO INC History No change 4,781 351 0.01% 0.0% 1003 0 0.0% Q4 2025 Feb 17, 2026
Hanson & Doremus Investment Management History Added to 4,745 349 0.04% 0.04% 1005 +23 0.49% Q4 2025 Jan 20, 2026
Empower Advisory Group, LLC History Reduced 4,732 347 0.0% 0.0% 1006 -2,081 -30.54% Q4 2025 Feb 12, 2026
Manske Wealth Management History Added to 4,726 347 0.1% 0.06% 1008 +1,884 66.29% Q4 2025 Feb 03, 2026
Rydar Equities, Inc. History Added to 4,724 347 0.27% 0.27% 1007 +68 1.46% Q4 2025 Jan 21, 2026
Goelzer Investment Management, Inc. History New 4,719 346 0.02% — 1010 +4,719 New Q4 2025 Jan 14, 2026
Strategic Advocates LLC History Reduced 4,688 346 0.09% 0.09% 1011 -164 -3.38% Q4 2025 Feb 11, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 4,712 346 0.03% 0.03% 1009 0 0.0% Q4 2025 Feb 04, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Added to 4,696 345 0.1% 0.07% 1012 +1,261 36.71% Q4 2025 Jan 22, 2026
Meridian Financial Partners LLC History Reduced 4,518 342 0.14% 0.14% 1013 -1 -0.02% Q4 2025 Feb 05, 2026
Pasadena Private Wealth, LLC History New 6,407 341 0.05% — 1014 +6,407 New Q4 2025 Feb 10, 2026
Mechanics Financial Corp History Added to 4,639 340 0.13% 0.02% 1017 +3,851 488.71% Q4 2025 Jan 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 4,626 340 0.01% 0.0% 1015 +1,902 69.82% Q4 2025 Feb 05, 2026
Sippican Capital Advisors History Added to 4,626 340 0.22% 0.17% 1016 +1,100 31.2% Q4 2025 Jan 23, 2026
OLD NATIONAL BANCORP /IN/ History Added to 4,625 339 0.01% 0.0% 1018 +1,121 31.99% Q4 2025 Jan 28, 2026
Delta Investment Management, LLC History No change 4,620 339 0.06% 0.06% 1019 0 0.0% Q4 2025 Jan 30, 2026
PRINCIPAL SECURITIES, INC. History Added to 4,606 338 0.01% 0.0% 1020 +1,541 50.28% Q4 2025 Feb 12, 2026
CHATHAM CAPITAL GROUP, INC. History No change 4,608 338 0.05% 0.05% 1021 0 0.0% Q4 2025 Jan 14, 2026
Voya Financial Advisors, Inc. History Reduced 4,571 336 0.03% 0.04% 1022 -558 -10.88% Q4 2025 Feb 13, 2026
Berman McAleer LLC History No change 4,580 336 0.05% 0.05% 1023 0 0.0% Q4 2025 Feb 05, 2026
Gilman Hill Asset Management, LLC History Added to 4,566 335 0.05% 0.03% 1025 +1,767 63.13% Q4 2025 Jan 12, 2026
TRUST CO OF OKLAHOMA History Added to 4,569 335 0.1% 0.09% 1024 +391 9.36% Q4 2025 Jan 14, 2026
Cascade Financial Partners, LLC History Added to 4,547 334 0.03% 0.03% 1028 +800 21.35% Q4 2025 Feb 06, 2026
1776 Wealth LLC History Reduced 4,550 334 0.13% 0.14% 1027 -300 -6.19% Q4 2025 Feb 11, 2026
Alpha Cubed Investments, LLC History No change 4,548 334 0.01% 0.01% 1026 0 0.0% Q4 2025 Feb 03, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History No change 4,528 332 0.21% 0.2% 1029 0 0.0% Q4 2025 Feb 12, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 4,522 332 0.17% 0.17% 1030 0 0.0% Q4 2025 Feb 17, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 4,507 331 0.01% 0.02% 1031 -4,732 -51.22% Q4 2025 Jan 28, 2026
Tactive Advisors, LLC History Added to 4,500 330 0.1% 0.09% 1033 +310 7.4% Q4 2025 Jan 09, 2026
Heck Capital Advisors, LLC History Reduced 4,498 330 0.02% 0.03% 1034 -16 -0.35% Q4 2025 Jan 16, 2026
Merrion Investment Management Co, LLC History No change 4,500 330 0.18% 0.19% 1032 0 0.0% Q4 2025 Feb 17, 2026
Alpha Family Trust History New 4,470 328 0.15% — 1035 +4,470 New Q4 2025 Feb 12, 2026
OpenArc Corporate Advisory, LLC History New 4,465 328 0.01% — 1036 +4,465 New Q4 2025 Feb 13, 2026
STEVENS CAPITAL MANAGEMENT LP History New 4,449 327 0.12% — 1037 +4,449 New Q4 2025 Feb 03, 2026
Summit Global Investments History Reduced 4,395 323 0.02% 0.08% 1038 -13,357 -75.24% Q4 2025 Feb 18, 2026
Warburton Capital Management, LLC History New 4,388 322 0.18% — 1040 +4,388 New Q4 2025 Jan 23, 2026
Bedel Financial Consulting, Inc. History Added to 4,395 322 0.03% 0.04% 1039 +9 0.21% Q4 2025 Jan 28, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 4,374 321 0.01% 0.01% 1041 0 0.0% Q4 2025 Feb 11, 2026
FORTRESS PRIVATE LEDGER, LLC History New 4,362 320 0.11% — 1042 +4,362 New Q4 2025 Feb 12, 2026
Stonebridge Capital Advisors LLC History New 4,346 319 0.02% — 1043 +4,346 New Q4 2025 Feb 12, 2026
AMARILLO NATIONAL BANK History No change 4,333 318 0.06% 0.06% 1044 0 0.0% Q4 2025 Jan 28, 2026
Leonteq Securities AG History Reduced 4,316 317 0.01% 0.01% 1046 -293 -6.36% Q4 2025 Feb 06, 2026
BURNEY CO/ History Added to 4,315 317 0.01% 0.01% 1045 +12 0.28% Q4 2025 Jan 23, 2026
Northstar Advisory Group, LLC History No change 4,313 317 0.11% 0.13% 1047 0 0.0% Q4 2025 Jan 15, 2026
Torrey Growth & Income Advisors History No change 4,321 317 0.11% 0.09% 1048 0 0.0% Q4 2025 Feb 17, 2026
Shepherd Financial Partners LLC History Added to 4,308 316 0.03% 0.03% 1050 +6 0.14% Q4 2025 Feb 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 4,306 316 0.03% 0.04% 1051 +2 0.05% Q4 2025 Jan 28, 2026
MARATHON CAPITAL MANAGEMENT History No change 4,300 316 0.07% 0.07% 1049 0 0.0% Q4 2025 Jan 29, 2026
OPTIMA CAPITAL LLC History New 4,299 315 0.14% — 1055 +4,299 New Q4 2025 Jan 23, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 4,298 315 0.0% — 1052 +4,298 New Q4 2025 Jan 22, 2026
Mach-1 Financial Group, LLC History New 4,293 315 0.06% — 1054 +4,293 New Q4 2025 Feb 06, 2026
Ballentine Partners, LLC History Reduced 4,296 315 0.0% 0.0% 1053 -319 -6.91% Q4 2025 Feb 03, 2026
Brevan Howard Capital Management LP History New 4,283 314 0.0% — 1056 +4,283 New Q4 2025 Feb 17, 2026
City Center Advisors, LLC History Added to 4,275 314 0.29% 0.29% 1057 +171 4.17% Q4 2025 Jan 05, 2026
Accel Wealth Management History Reduced 4,258 312 0.09% 0.09% 1058 -39 -0.91% Q4 2025 Jan 20, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Reduced 4,229 310 0.19% 0.2% 1059 -12 -0.28% Q4 2025 Feb 04, 2026
EASTERN BANK History No change 4,211 309 0.01% 0.01% 1060 0 0.0% Q4 2025 Jan 14, 2026
Ironwood Investment Counsel, LLC History No change 4,206 309 0.04% 0.04% 1061 0 0.0% Q4 2025 Feb 06, 2026
Accredited Investors Inc. History New 4,199 308 0.02% — 1062 +4,199 New Q4 2025 Feb 05, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 4,197 308 0.21% 0.28% 1066 -1,497 -26.29% Q4 2025 Feb 05, 2026
AlTi Global, Inc. History Added to 4,196 308 0.01% 0.01% 1065 +1,245 42.19% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Reduced 4,192 308 0.0% 0.0% 1063 -923 -18.04% Q4 2025 Jan 13, 2026
BOS Asset Management, LLC History Added to 4,197 308 0.08% 0.08% 1068 +216 5.43% Q4 2025 Jan 09, 2026
Almanack Investment Partners, LLC. History Added to 4,197 308 0.05% 0.05% 1064 +62 1.5% Q4 2025 Jan 29, 2026
Melia Wealth LLC History No change 4,198 308 0.14% 0.13% 1067 0 0.0% Q4 2025 Feb 09, 2026
Clearstead Advisors, LLC History Reduced 4,179 307 0.0% 0.01% 1069 -2,068 -33.1% Q4 2025 Feb 09, 2026
FourThought Financial Partners, LLC History Reduced 4,168 306 0.03% 0.03% 1070 -142 -3.29% Q4 2025 Feb 06, 2026
Rosenberg Matthew Hamilton History Added to 4,147 304 0.06% 0.06% 1071 +28 0.68% Q4 2025 Jan 05, 2026
WEALTH ALLIANCE, LLC History Added to 4,110 302 0.03% 0.02% 1072 +1,335 48.11% Q4 2025 Feb 13, 2026
Taylor Hoffman Capital Management LLC History No change 4,122 302 0.09% 0.09% 1073 0 0.0% Q4 2025 Feb 11, 2026
JOURNEY STRATEGIC WEALTH LLC History New 4,096 301 0.01% — 1074 +4,096 New Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History New 4,077 299 0.01% — 1075 +4,077 New Q4 2025 Jan 23, 2026
Frec Markets, Inc. History New 4,073 299 0.09% — 1076 +4,073 New Q4 2025 Feb 17, 2026
Caldwell Trust Co History Added to 4,067 298 0.03% 0.02% 1077 +410 11.21% Q4 2025 Jan 30, 2026
Diversified Enterprises, LLC History Added to 4,041 297 0.02% 0.01% 1078 +988 32.36% Q4 2025 Jan 28, 2026
TMB Capital Partners, LLC History New 4,002 294 0.1% — 1079 +4,002 New Q4 2025 Feb 19, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 4,147 293 0.01% — 1080 +4,135 34458.33% Q4 2025 Jan 26, 2026
FIRST NATIONAL TRUST CO History Reduced 3,977 292 0.01% 0.01% 1081 -18 -0.45% Q4 2025 Feb 09, 2026
Essex Financial Services, Inc. History Reduced 3,960 291 0.02% 0.02% 1083 -796 -16.74% Q4 2025 Feb 10, 2026
ADELL HARRIMAN & CARPENTER INC History No change 3,971 291 0.02% 0.02% 1082 0 0.0% Q4 2025 Feb 06, 2026
Krilogy Financial LLC History Reduced 3,740 289 0.01% 0.01% 1084 -173 -4.42% Q4 2025 Jan 27, 2026
High Net Worth Advisory Group LLC History No change 3,945 289 0.07% 0.07% 1085 0 0.0% Q4 2025 Jan 23, 2026
Cannon Advisors, Inc. History Added to 3,805 288 0.2% 0.16% 1086 +367 10.67% Q4 2025 Jan 15, 2026
Westview Management dba Westview Investment Advisors History New 3,900 286 0.14% — 1087 +3,900 New Q4 2025 Jan 09, 2026
OneAscent Financial Services LLC History New 3,881 285 0.03% — 1088 +3,881 New Q4 2025 Feb 11, 2026
TWO SIGMA SECURITIES, LLC History Reduced 3,871 284 0.04% 0.1% 1090 -5,046 -56.59% Q4 2025 Feb 17, 2026
True North Advisors, LLC History Added to 3,875 284 0.04% 0.04% 1092 +372 10.62% Q4 2025 Jan 22, 2026
Institute for Wealth Management, LLC. History Reduced 3,866 284 0.03% 0.03% 1091 -41 -1.05% Q4 2025 Jan 27, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 3,875 284 0.02% 0.02% 1089 0 0.0% Q4 2025 Jan 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 3,852 283 0.0% 0.0% 1093 -1,175 -23.37% Q4 2025 Feb 10, 2026
Trilogy Capital Inc. History Reduced 3,827 281 0.01% 0.01% 1094 -1 -0.03% Q4 2025 Jan 22, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 3,820 280 0.01% 0.01% 1095 0 0.0% Q4 2025 Feb 04, 2026
Magnus Financial Group LLC History Reduced 3,809 279 0.02% 0.02% 1096 -40 -1.04% Q4 2025 Jan 07, 2026
Kraft, Davis & Associates, LLC History No change 3,769 279 0.06% 0.07% 1097 0 0.0% Q4 2025 Jan 14, 2026
Daybright Advisory Services, Inc. History New 3,788 278 0.07% — 1098 +3,788 New Q4 2025 Feb 12, 2026
Sunpointe, LLC History Added to 3,779 277 0.09% 0.1% 1099 +119 3.25% Q4 2025 Jan 23, 2026
KDT Advisors, LLC History Added to 3,765 276 0.39% 0.32% 1102 +775 25.92% Q4 2025 Feb 06, 2026
Occidental Asset Management, LLC History Reduced 3,767 276 0.03% 0.04% 1100 -205 -5.16% Q4 2025 Jan 08, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 3,767 276 0.03% 0.03% 1101 0 0.0% Q4 2025 Jan 29, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 3,735 274 0.01% 0.01% 1103 -287 -7.14% Q4 2025 Jan 07, 2026
IFG Advisory, LLC History Reduced 3,702 272 0.01% 0.01% 1104 -472 -11.31% Q4 2025 Feb 10, 2026
Hardy Reed LLC History Added to 3,706 272 0.02% 0.02% 1105 +99 2.74% Q4 2025 Feb 06, 2026
Cypress Capital Group History New 3,700 271 0.03% — 1106 +3,700 New Q4 2025 Feb 11, 2026
CoreFirst Bank & Trust History Reduced 3,700 271 0.15% 0.17% 1108 -664 -15.22% Q4 2025 Feb 11, 2026
Burk Holdings LLC History Added to 3,700 271 0.13% 0.14% 1109 +38 1.04% Q4 2025 Feb 12, 2026
Fiduciary Group, LLC History No change 3,700 271 0.02% 0.02% 1107 0 0.0% Q4 2025 Feb 12, 2026
HM PAYSON & CO History Added to 3,660 269 0.0% 0.0% 1110 +1,552 73.62% Q4 2025 Feb 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 3,672 269 0.02% 0.02% 1111 +12 0.33% Q4 2025 Jan 08, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 3,651 268 0.1% 0.1% 1112 +204 5.92% Q4 2025 Feb 13, 2026
Keystone Financial Group History Reduced 3,638 267 0.02% 0.03% 1114 -2,310 -38.84% Q4 2025 Feb 06, 2026
CIDEL ASSET MANAGEMENT INC History Added to 3,643 267 0.02% 0.01% 1113 +485 15.36% Q4 2025 Jan 21, 2026
PCG Wealth Advisors, LLC History No change 3,639 267 0.08% 0.08% 1115 0 0.0% Q4 2025 Feb 05, 2026
ALBERT D MASON INC History Reduced 3,624 266 0.18% 0.18% 1116 -271 -6.96% Q4 2025 Jan 13, 2026
Pinnacle Financial Partners, Inc. History New 3,612 265 0.0% — 1118 +3,612 New Q4 2025 Feb 18, 2026
Covenant Asset Management, LLC History Reduced 3,619 265 0.03% 0.03% 1117 -126 -3.36% Q4 2025 Jan 30, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 3,597 264 0.01% 0.01% 1119 -425 -10.57% Q4 2025 Feb 13, 2026
Weil Company, Inc. History Added to 3,591 263 0.06% 0.06% 1120 +52 1.47% Q4 2025 Jan 14, 2026
Astoria Portfolio Advisors LLC. History Reduced 3,003 262 0.06% 0.06% 1121 -210 -6.54% Q4 2025 Feb 24, 2026
IEQ CAPITAL, LLC History Reduced 3,558 261 0.0% 0.0% 1122 -3,126 -46.77% Q4 2025 Feb 13, 2026
Johnson Financial Group, LLC History New 3,543 260 0.02% — 1123 +3,543 New Q4 2025 Feb 10, 2026
Carnegie Lake Advisors LLC History Added to 3,538 260 0.1% 0.1% 1126 +50 1.43% Q4 2025 Feb 10, 2026
Quotient Wealth Partners, LLC History Reduced 3,551 260 0.01% 0.01% 1125 -20 -0.56% Q4 2025 Jan 22, 2026
Private Wealth Advisors, LLC History Reduced 3,542 260 0.08% 0.09% 1124 -3 -0.08% Q4 2025 Feb 06, 2026
Notis-McConarty Edward History No change 3,528 259 0.12% 0.12% 1127 0 0.0% Q4 2025 Feb 17, 2026
Colonial River Investments, LLC History Reduced 3,522 258 0.09% 0.1% 1130 -328 -8.52% Q4 2025 Feb 04, 2026
ROMAN BUTLER FULLERTON & CO History Added to 3,295 258 0.07% 0.06% 1128 +209 6.77% Q4 2025 Jan 26, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Added to 3,513 258 0.08% 0.08% 1129 +4 0.11% Q4 2025 Jan 22, 2026
Turning Point Benefit Group, Inc. History Added to 3,500 257 0.13% 0.11% 1135 +962 37.9% Q4 2025 Jan 30, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 3,507 257 0.08% 0.08% 1133 +88 2.57% Q4 2025 Feb 12, 2026
Gladstone Institutional Advisory LLC History Added to 3,500 257 0.01% 0.01% 1132 +21 0.6% Q4 2025 Feb 17, 2026
BANYAN CAPITAL MANAGEMENT, INC. History No change 3,500 257 0.11% 0.12% 1131 0 0.0% Q4 2025 Feb 02, 2026
Glassy Mountain Advisors, Inc. History No change 3,500 257 0.08% 0.08% 1134 0 0.0% Q4 2025 Feb 10, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 3,490 256 0.17% 0.17% 1137 +100 2.95% Q4 2025 Feb 02, 2026
Focused Wealth Management, Inc History Added to 3,486 256 0.03% 0.03% 1136 +45 1.31% Q4 2025 Jan 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 3,479 255 0.01% 0.01% 1138 +712 25.73% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History New 3,461 254 0.01% — 1139 +3,461 New Q4 2025 Jan 29, 2026
Crews Bank & Trust History Reduced 3,451 253 0.04% 0.04% 1142 -225 -6.12% Q4 2025 Jan 21, 2026
Pinnacle Family Advisors, LLC History Added to 3,445 253 0.11% 0.11% 1140 +33 0.97% Q4 2025 Feb 17, 2026
Founders Capital Management History No change 3,444 253 0.13% 0.13% 1141 0 0.0% Q4 2025 Jan 15, 2026
Certified Advisory Corp History Added to 3,437 252 0.02% 0.02% 1144 +42 1.24% Q4 2025 Jan 12, 2026
PARK NATIONAL CORP /OH/ History No change 3,437 252 0.01% 0.01% 1143 0 0.0% Q4 2025 Jan 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 3,418 251 0.01% 0.01% 1145 -84 -2.4% Q4 2025 Feb 13, 2026
CURA WEALTH ADVISORS, LLC History New 3,414 250 0.09% — 1146 +3,414 New Q4 2025 Jan 23, 2026
STOCK YARDS BANK & TRUST CO History New 3,398 249 0.01% — 1147 +3,398 New Q4 2025 Jan 21, 2026
SPROTT INC. History No change 3,400 249 0.01% 0.01% 1148 0 0.0% Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK OF OMAHA History New 3,371 248 0.01% — 1149 +3,371 New Q4 2025 Feb 13, 2026
Emergent Wealth Advisors, LLC History Added to 3,375 248 0.14% 0.14% 1152 +41 1.23% Q4 2025 Jan 14, 2026
Archford Capital Strategies, LLC History Added to 3,382 248 0.03% 0.03% 1151 +21 0.62% Q4 2025 Jan 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 3,380 248 0.01% 0.01% 1150 +15 0.45% Q4 2025 Feb 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 3,371 247 0.01% — 1154 +3,371 New Q4 2025 Jan 21, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 3,371 247 0.02% 0.02% 1153 +435 14.82% Q4 2025 Jan 15, 2026
Claris Financial LLC History Reduced 3,369 247 0.13% 0.14% 1155 -2 -0.06% Q4 2025 Feb 19, 2026
Hills Bank & Trust Co History New 3,358 246 0.01% — 1156 +3,358 New Q4 2025 Feb 05, 2026
Beverly Hills Private Wealth, LLC History New 3,354 246 0.04% — 1158 +3,354 New Q4 2025 Feb 17, 2026
Blackston Financial Advisory Group, LLC History Reduced 3,360 246 0.15% 0.16% 1157 -229 -6.38% Q4 2025 Feb 06, 2026
Bridgewater Advisors Inc. History Added to 3,836 245 0.02% 0.01% 1159 +127 3.42% Q4 2025 Jan 23, 2026
PROMETHIUM ADVISORS,LLC History No change 3,334 245 0.13% 0.14% 1160 0 0.0% Q4 2025 Feb 12, 2026
Faithward Advisors, LLC History Reduced 3,326 244 0.04% 0.05% 1161 -1,052 -24.03% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History Added to 3,322 244 0.03% 0.02% 1163 +333 11.14% Q4 2025 Jan 29, 2026
EverSource Wealth Advisors, LLC History Reduced 3,331 244 0.01% 0.01% 1162 -201 -5.69% Q4 2025 Feb 06, 2026
Acropolis Investment Management, LLC History Reduced 3,306 243 0.01% 0.02% 1164 -1,264 -27.66% Q4 2025 Jan 14, 2026
Stokes Capital Advisors, LLC History Reduced 3,301 242 0.06% 0.07% 1165 -607 -15.53% Q4 2025 Jan 12, 2026
Signal Advisors Wealth, LLC History New 3,286 241 0.02% — 1172 +3,286 New Q4 2025 Jan 13, 2026
Rede Wealth, LLC History New 3,281 241 0.08% — 1171 +3,281 New Q4 2025 Jan 23, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 3,287 241 0.02% 0.02% 1168 -164 -4.75% Q4 2025 Feb 02, 2026
Sepio Capital, LP History Added to 3,282 241 0.01% 0.01% 1170 +161 5.16% Q4 2025 Feb 12, 2026
TCV Trust & Wealth Management, Inc. History Added to 3,290 241 0.02% 0.02% 1166 +133 4.21% Q4 2025 Jan 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 3,290 241 0.01% 0.01% 1167 -97 -2.86% Q4 2025 Feb 03, 2026
Legacy Financial Advisors, Inc. History Added to 3,286 241 0.03% 0.03% 1169 +59 1.83% Q4 2025 Feb 04, 2026
Anchor Investment Management, LLC History No change 3,263 239 0.02% 0.02% 1173 0 0.0% Q4 2025 Feb 26, 2026
Coordinated Financial Services, Inc. History New 3,230 237 0.14% — 1177 +3,230 New Q4 2025 Feb 09, 2026
Hartford Financial Management Inc. History Added to 3,231 237 0.06% 0.06% 1174 +12 0.37% Q4 2025 Jan 21, 2026
Capital Investment Advisory Services, LLC History Added to 3,235 237 0.02% 0.02% 1175 +2 0.06% Q4 2025 Jan 21, 2026
Southland Equity Partners LLC History No change 3,231 237 0.05% 0.05% 1176 0 0.0% Q4 2025 Jan 14, 2026
Asset One Wealth Management LLC History New 3,140 236 0.03% — 1178 +3,140 New Q4 2025 Feb 17, 2026
Aspen Grove Capital, LLC History Reduced 3,183 234 0.04% 0.04% 1179 -177 -5.27% Q4 2025 Feb 17, 2026
Arista Wealth Management, LLC History Reduced 3,175 233 0.03% 0.06% 1181 -3,000 -48.58% Q4 2025 Feb 09, 2026
Meridian Wealth Advisors, LLC History Reduced 3,176 233 0.03% 0.04% 1180 -465 -12.77% Q4 2025 Feb 17, 2026
L2 Asset Management, LLC History Added to 3,166 232 0.03% 0.03% 1182 +210 7.1% Q4 2025 Feb 17, 2026
Royal Harbor Partners, LLC History Reduced 3,168 232 0.08% 0.08% 1183 -177 -5.29% Q4 2025 Feb 19, 2026
TCP Asset Management, LLC History Reduced 3,152 231 0.04% 0.05% 1184 -450 -12.49% Q4 2025 Jan 07, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 3,146 231 0.02% 0.02% 1185 -58 -1.81% Q4 2025 Feb 09, 2026
Brookwood Investment Group LLC History Reduced 3,142 230 0.03% 0.04% 1187 -1,602 -33.77% Q4 2025 Jan 22, 2026
CoreCap Advisors, LLC History Reduced 3,142 230 0.01% 0.01% 1186 -37 -1.16% Q4 2025 Jan 13, 2026
CALTON & ASSOCIATES, INC. History New 3,123 229 0.03% — 1188 +3,123 New Q4 2025 Feb 10, 2026
Hudock, Inc. History New 3,122 229 0.03% — 1190 +3,122 New Q4 2025 Feb 12, 2026
ST GERMAIN D J CO INC History Reduced 3,117 229 0.01% 0.01% 1189 -249 -7.4% Q4 2025 Jan 29, 2026
Capital Advisors, Ltd. LLC History Added to 3,085 227 0.03% 0.03% 1191 +15 0.49% Q4 2025 Jan 21, 2026
RB Capital Management, LLC History Added to 3,097 227 0.05% 0.05% 1192 +1 0.03% Q4 2025 Feb 03, 2026
WEST PACES ADVISORS INC. History No change 3,102 227 0.04% 0.04% 1193 0 0.0% Q4 2025 Jan 21, 2026
Stratos Wealth Advisors, LLC History Added to 3,073 225 0.01% 0.01% 1194 +9 0.29% Q4 2025 Jan 20, 2026
SmartHarvest Portfolios, LLC History New 3,052 224 0.08% — 1197 +3,052 New Q4 2025 Feb 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 3,052 224 0.01% 0.01% 1196 -850 -21.78% Q4 2025 Jan 16, 2026
WELCH & FORBES LLC History Reduced 3,049 224 0.0% 0.0% 1195 -840 -21.6% Q4 2025 Feb 10, 2026
Cornerstone Advisory, LLC History Added to 3,046 223 0.02% 0.02% 1198 +117 3.99% Q4 2025 Jan 28, 2026
EntryPoint Capital, LLC History No change 3,026 222 0.09% 0.09% 1199 0 0.0% Q4 2025 Feb 12, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 3,004 220 0.01% 0.01% 1200 -17 -0.56% Q4 2025 Jan 15, 2026
Westbourne Investment Advisors, Inc. History No change 3,000 220 0.06% 0.06% 1201 0 0.0% Q4 2025 Jan 23, 2026
Fulcrum Capital LLC History No change 3,000 220 0.04% 0.04% 1202 0 0.0% Q4 2025 Jan 15, 2026
Worthington Financial Partners, LLC History New 2,993 219 0.19% — 1204 +2,993 New Q4 2025 Mar 05, 2026
DECISION INVESTMENTS, INC History New 2,982 219 0.24% — 1205 +2,982 New Q4 2025 Feb 17, 2026
ADVOCATE GROUP LLC History New 2,981 219 0.04% — 1203 +2,981 New Q4 2025 Jan 20, 2026
PDS Planning, Inc History New 2,977 218 0.01% — 1206 +2,977 New Q4 2025 Jan 26, 2026
PCM Encore, LLC History New 2,976 218 0.05% — 1210 +2,976 New Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 2,968 218 0.0% 0.0% 1208 -233 -7.28% Q4 2025 Feb 17, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 2,969 218 0.01% 0.02% 1207 -136 -4.38% Q4 2025 Feb 05, 2026
DOVER ADVISORS, LLC History No change 2,967 218 0.08% 0.09% 1209 0 0.0% Q4 2025 Feb 10, 2026
International Private Wealth Advisors LLC History Added to 2,965 217 0.14% 0.13% 1212 +69 2.38% Q4 2025 Jan 14, 2026
Cercano Management LLC History No change 2,957 217 0.01% 0.01% 1211 0 0.0% Q4 2025 Feb 10, 2026
Guardian Partners Inc. History Reduced 2,700 216 0.02% 0.07% 1214 -8,000 -74.77% Q4 2025 Feb 17, 2026
CI INVESTMENTS INC. History Reduced 2,947 216 0.0% 0.0% 1213 -3,197 -52.03% Q4 2025 Feb 12, 2026
LongView Wealth Management History New 2,991 216 0.05% — 1215 +2,991 New Q4 2025 Jan 13, 2026
Sunbeam Capital Management, LLC History Added to 2,948 216 0.13% 0.13% 1216 +7 0.24% Q4 2025 Feb 13, 2026
GDS Wealth Management History Added to 2,929 215 0.01% 0.01% 1217 +90 3.17% Q4 2025 Feb 02, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 2,905 213 0.01% 0.01% 1219 -134 -4.41% Q4 2025 Jan 26, 2026
FIRST AMERICAN TRUST, FSB History Added to 2,907 213 0.01% 0.02% 1218 +6 0.21% Q4 2025 Feb 11, 2026
EQUITABLE TRUST CO History Added to 2,895 212 0.01% 0.01% 1220 +111 3.99% Q4 2025 Feb 02, 2026
StoneX Group Inc. History Added to 2,884 212 0.01% 0.01% 1221 +33 1.16% Q4 2025 Feb 12, 2026
Oath Planning, LLC History New 2,867 210 0.21% — 1225 +2,867 New Q4 2025 Feb 12, 2026
CHAPIN DAVIS, INC. History Reduced 2,867 210 0.05% 0.08% 1222 -1,750 -37.9% Q4 2025 Jan 30, 2026
Collaborative Wealth Managment Inc. History No change 2,867 210 0.07% 0.08% 1223 0 0.0% Q4 2025 Feb 09, 2026
Bill Few Associates, Inc. History No change 2,870 210 0.05% 0.05% 1224 0 0.0% Q4 2025 Jan 12, 2026
NAPLES GLOBAL ADVISORS, LLC History New 2,846 209 0.02% — 1227 +2,846 New Q4 2025 Feb 04, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 2,851 209 0.02% 0.02% 1228 -1,447 -33.67% Q4 2025 Feb 17, 2026
Marble Harbor Investment Counsel, LLC History No change 2,850 209 0.02% 0.02% 1226 0 0.0% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,841 208 0.02% — 1231 +2,841 New Q4 2025 Feb 13, 2026
Pacific Sage Partners, LLC History New 2,841 208 0.03% — 1233 +2,841 New Q4 2025 Jan 16, 2026
SECURED RETIREMENT ADVISORS, LLC History New 2,831 208 0.12% — 1234 +2,831 New Q4 2025 Jan 30, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 2,829 208 0.07% 0.05% 1229 +2,470 688.02% Q4 2025 Jan 20, 2026
Valley Brook Capital Group, Inc. History Reduced 2,833 208 0.14% 0.16% 1232 -365 -11.41% Q4 2025 Jan 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 2,830 208 0.0% 0.0% 1230 -18 -0.63% Q4 2025 Feb 06, 2026
Mosley Wealth Management History New 2,865 207 0.09% — 1237 +2,865 New Q4 2025 Feb 12, 2026
Thrive Wealth Management, LLC History Reduced 2,821 207 0.03% 0.04% 1236 -597 -17.47% Q4 2025 Jan 12, 2026
Brown Miller Wealth Management, LLC History No change 2,822 207 0.06% 0.06% 1235 0 0.0% Q4 2025 Jan 23, 2026
Calydon Capital History New 2,815 206 0.03% — 1239 +2,815 New Q4 2025 Feb 17, 2026
Sovereign Financial Group, Inc. History New 2,808 206 0.04% — 1241 +2,808 New Q4 2025 Jan 07, 2026
McAdam, LLC History New 2,807 206 0.01% — 1238 +2,807 New Q4 2025 Feb 13, 2026
VeraBank, N.A. History Reduced 2,803 206 0.04% 0.04% 1240 -58 -2.03% Q4 2025 Feb 11, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 2,815 206 0.03% 0.03% 1242 +15 0.54% Q4 2025 Jan 21, 2026
PSI Advisors, LLC History Reduced 2,777 204 0.05% 0.07% 1243 -700 -20.13% Q4 2025 Feb 09, 2026
Sovran Advisors, LLC History New 2,772 203 0.02% — 1245 +2,772 New Q4 2025 Jan 20, 2026
HOLDERNESS INVESTMENTS CO History No change 2,766 203 0.04% 0.04% 1244 0 0.0% Q4 2025 Feb 10, 2026
RiverFront Investment Group, LLC History New 2,759 202 0.0% — 1246 +2,759 New Q4 2025 Feb 05, 2026
Blue Chip Partners, LLC History New 2,749 202 0.01% — 1247 +2,749 New Q4 2025 Feb 18, 2026
Blue Trust, Inc. History Reduced 2,753 202 0.0% 0.0% 1248 -1,251 -31.24% Q4 2025 Jan 16, 2026
Strive Financial Group ,LLC History New 2,745 201 0.1% — 1251 +2,745 New Q4 2025 Feb 18, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 2,738 201 0.1% 0.05% 1250 +1,350 97.26% Q4 2025 Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,734 201 0.0% 0.0% 1249 +1,244 83.49% Q4 2025 Feb 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 3,011 200 0.0% 0.04% 1252 -148,344 -98.01% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History Added to 2,734 200 0.03% 0.03% 1253 +311 12.84% Q4 2025 Jan 29, 2026
Pinnacle Bancorp, Inc. History Reduced 2,718 199 0.06% 0.06% 1254 -152 -5.3% Q4 2025 Jan 22, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,525 196 0.0% 0.0% 1255 0 0.0% Q4 2025 Jan 28, 2026
VISION FINANCIAL MARKETS LLC History Added to 2,605 191 0.19% 0.16% 1256 +2 0.08% Q4 2025 Jan 22, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Added to 2,559 188 0.16% 0.16% 1257 +15 0.59% Q4 2025 Jan 08, 2026
Ancora Advisors LLC History Reduced 2,543 186 0.0% 0.0% 1258 -704 -21.68% Q4 2025 Feb 17, 2026
Clearstead Trust, LLC History Reduced 2,515 184 0.03% 0.03% 1259 -261 -9.4% Q4 2025 Feb 09, 2026
Kohmann Bosshard Financial Services, LLC History New 2,491 183 0.02% — 1261 +2,491 New Q4 2025 Jan 30, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 2,485 183 0.02% 0.03% 1260 -371 -12.99% Q4 2025 Feb 13, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 2,400 176 0.13% 0.16% 1262 -301 -11.14% Q4 2025 Feb 10, 2026
MCF Advisors LLC History Reduced 2,377 174 0.01% 0.01% 1263 -220 -8.47% Q4 2025 Feb 11, 2026
HARBOUR INVESTMENTS, INC. History Reduced 2,354 173 0.0% 0.0% 1264 -205 -8.01% Q4 2025 Feb 09, 2026
Wellington Shields Capital Management, LLC History No change 2,363 173 0.03% 0.03% 1265 0 0.0% Q4 2025 Feb 09, 2026
DUNCKER STREETT & CO INC History No change 2,332 171 0.03% 0.03% 1266 0 0.0% Q4 2025 Jan 27, 2026
Indiana Trust & Investment Management Co History No change 2,334 171 0.05% 0.05% 1267 0 0.0% Q4 2025 Jan 21, 2026
Trust Co History Added to 2,320 170 0.02% 0.0% 1268 +2,030 700.0% Q4 2025 Jan 15, 2026
Asset Dedication, LLC History No change 2,260 166 0.01% 0.01% 1269 0 0.0% Q4 2025 Jan 26, 2026
Triumph Capital Management History New 2,251 165 0.04% — 1270 +2,251 New Q4 2025 Feb 12, 2026
First Western Trust Bank History Reduced 2,199 161 0.01% 0.01% 1271 -1,423 -39.29% Q4 2025 Feb 12, 2026
Cromwell Holdings LLC History Added to 2,144 157 0.09% 0.07% 1272 +282 15.15% Q4 2025 Jan 20, 2026
Whipplewood Advisors, LLC History No change 2,044 150 0.1% 0.1% 1273 0 0.0% Q4 2025 Feb 17, 2026
WEBSTER BANK, N. A. History No change 2,000 147 0.01% 0.01% 1274 0 0.0% Q4 2025 Jan 23, 2026
Gen-Wealth Partners Inc History No change 2,000 147 0.05% 0.05% 1275 0 0.0% Q4 2025 Feb 13, 2026
Kingdom Financial Group LLC. History New 1,985 145 0.04% — 1277 +1,985 New Q4 2025 Feb 06, 2026
Plante Moran Financial Advisors, LLC History Added to 1,976 145 0.01% 0.01% 1276 +29 1.49% Q4 2025 Feb 05, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 1,932 142 0.01% 0.01% 1278 +139 7.75% Q4 2025 Feb 23, 2026
ADIRONDACK TRUST CO History Reduced 1,910 140 0.05% 0.05% 1279 -1 -0.05% Q4 2025 Jan 08, 2026
CHELSEA COUNSEL CO History No change 1,885 138 0.06% 0.06% 1280 0 0.0% Q4 2025 Feb 24, 2026
ALBION FINANCIAL GROUP /UT History Reduced 1,873 137 0.01% 0.02% 1281 -2,550 -57.65% Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History New 1,872 137 0.0% — 1283 +1,872 New Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 1,864 137 0.01% 0.01% 1282 +144 8.37% Q4 2025 Jan 14, 2026
Evergreen Private Wealth LLC History Added to 1,856 136 0.05% 0.05% 1284 +307 19.82% Q4 2025 Jan 28, 2026
Centennial Bank/AR/ History No change 1,819 133 0.05% 0.05% 1285 0 0.0% Q4 2025 Feb 17, 2026
Smithfield Trust Co History Added to 1,788 132 0.01% 0.01% 1286 +14 0.79% Q4 2025 Feb 09, 2026
DT Investment Partners, LLC History No change 1,795 131 0.01% 0.01% 1287 0 0.0% Q4 2025 Feb 10, 2026
MARINER INVESTMENT GROUP LLC History Added to 100,000 127 0.01% 0.05% 1288 +50,000 100.0% Q4 2025 Feb 25, 2026
Tanglewood Legacy Advisors, LLC History No change 1,706 125 0.05% 0.05% 1289 0 0.0% Q4 2025 Feb 06, 2026
CYBER HORNET ETFs LLC History Added to 1,688 124 0.07% 0.07% 1291 +105 6.63% Q4 2025 Feb 09, 2026
Glen Eagle Advisors, LLC History Added to 1,689 124 0.02% 0.02% 1293 +62 3.81% Q4 2025 Feb 13, 2026
Perkins Coie Trust Co History No change 1,700 124 0.02% 0.02% 1290 0 0.0% Q4 2025 Jan 12, 2026
City State Bank History No change 1,700 124 0.03% 0.04% 1292 0 0.0% Q4 2025 Jan 28, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 1,659 121 0.03% 0.04% 1294 0 0.0% Q4 2025 Feb 04, 2026
Keating Financial Advisory Services, Inc. History New 1,622 119 0.02% — 1296 +1,622 New Q4 2025 Feb 09, 2026
KELLEHER FINANCIAL ADVISORS History No change 1,625 119 0.03% 0.03% 1295 0 0.0% Q4 2025 Jan 20, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 1,615 118 0.03% 0.05% 1297 -1,136 -41.29% Q4 2025 Feb 17, 2026
Safe Harbor Fiduciary, LLC History New 1,531 112 0.1% — 1299 +1,531 New Q4 2025 Feb 17, 2026
PROFFITT & GOODSON INC History Added to 1,530 112 0.02% 0.01% 1298 +186 13.84% Q4 2025 Jan 27, 2026
Coston, McIsaac & Partners History Added to 1,517 111 0.03% 0.03% 1301 +11 0.73% Q4 2025 Feb 03, 2026
SENTRY INVESTMENT MANAGEMENT LLC History No change 1,507 111 0.07% 0.07% 1300 0 0.0% Q4 2025 Feb 04, 2026
SJS Investment Consulting Inc. History Added to 1,437 105 0.01% 0.01% 1302 +519 56.54% Q4 2025 Jan 21, 2026
SBI Okasan Asset Management Co.Ltd. History New 1,400 103 0.01% — 1303 +1,400 New Q4 2025 Feb 10, 2026
Y.D. More Investments Ltd History Reduced 1,375 101 0.0% 0.01% 1304 -460 -25.07% Q4 2025 Jan 21, 2026
Sarver Vrooman Wealth Advisors History Added to 1,367 100 0.06% 0.05% 1305 +300 28.12% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Added to 1,355 99 0.0% 0.0% 1306 +48 3.67% Q4 2025 Jan 27, 2026
Truvestments Capital LLC History No change 1,360 99 0.02% 0.02% 1307 0 0.0% Q4 2025 Feb 13, 2026
Financial Management Professionals, Inc. History No change 1,324 97 0.01% 0.01% 1308 0 0.0% Q4 2025 Jan 27, 2026
Key FInancial Inc History No change 1,333 97 0.02% 0.02% 1309 0 0.0% Q4 2025 Feb 09, 2026
TD Waterhouse Canada Inc. History Added to 1,311 96 0.0% 0.0% 1310 +957 270.34% Q4 2025 Jan 27, 2026
AMERIFLEX GROUP, INC. History Reduced 1,306 96 0.05% 0.04% 1311 -228 -14.86% Q4 2025 Feb 18, 2026
AlphaQuest LLC History Reduced 1,304 95 0.01% 0.01% 1312 -278 -17.57% Q4 2025 Feb 09, 2026
TRUST CO OF VERMONT History Added to 1,265 92 0.0% 0.0% 1313 +106 9.15% Q4 2025 Jan 16, 2026
Versant Capital Management, Inc History Added to 1,239 91 0.01% 0.0% 1315 +941 315.77% Q4 2025 Jan 08, 2026
Westside Investment Management, Inc. History No change 1,238 91 0.01% 0.01% 1314 0 0.0% Q4 2025 Jan 23, 2026
Advantage Trust Co History No change 1,227 90 0.04% 0.04% 1316 0 0.0% Q4 2025 Jan 29, 2026
Sawyer & Company, Inc History No change 1,200 88 0.03% 0.04% 1317 0 0.0% Q4 2025 Feb 02, 2026
SHP Wealth Management History New 1,184 87 0.01% — 1318 +1,184 New Q4 2025 Mar 04, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,178 86 0.02% 0.02% 1319 0 0.0% Q4 2025 Jan 27, 2026
Bogart Wealth, LLC History Reduced 1,094 80 0.0% 0.01% 1320 -2,985 -73.18% Q4 2025 Jan 30, 2026
Ritter Daniher Financial Advisory LLC / DE History New 1,098 80 0.01% — 1321 +1,098 New Q4 2025 Feb 10, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 1,092 80 0.02% 0.01% 1322 +142 14.95% Q4 2025 Feb 09, 2026
CVA Family Office, LLC History Added to 1,080 79 0.01% 0.01% 1324 +365 51.05% Q4 2025 Jan 12, 2026
SWAN Capital LLC History Reduced 1,080 79 0.03% 0.04% 1325 -334 -23.62% Q4 2025 Feb 12, 2026
Manchester Capital Management LLC History Added to 1,088 79 0.01% 0.01% 1323 +316 40.93% Q4 2025 Feb 11, 2026
Parvin Asset Management, LLC History Reduced 1,086 79 0.06% 0.07% 1326 -51 -4.49% Q4 2025 Feb 17, 2026
Roxbury Financial LLC History New 1,052 77 0.07% — 1327 +1,052 New Q4 2025 Jan 05, 2026
Wealth Preservation Advisors, LLC History Added to 1,035 76 0.04% 0.04% 1328 +26 2.58% Q4 2025 Feb 23, 2026
Camelot Portfolios, LLC History New 1,028 75 0.05% — 1331 +1,028 New Q4 2025 Jan 29, 2026
Eurizon SLJ Capital Ltd History New 1,025 75 0.03% — 1332 +1,025 New Q4 2025 Feb 10, 2026
LOOMIS SAYLES & CO L P History Added to 1,034 75 0.0% 0.0% 1329 +133 14.76% Q4 2025 Feb 12, 2026
SouthState Bank Corp History Added to 1,031 75 0.0% 0.0% 1330 +40 4.04% Q4 2025 Feb 11, 2026
10Elms LLP History New 1,000 73 0.07% — 1335 +1,000 New Q4 2025 Feb 13, 2026
High Point Wealth Management, LLC History New 1,000 73 0.07% — 1336 +1,000 New Q4 2025 Jan 29, 2026
Bruce G. Allen Investments, LLC History Added to 997 73 0.05% 0.05% 1334 +60 6.4% Q4 2025 Feb 10, 2026
General Partner, Inc. History No change 1,000 73 0.04% 0.04% 1333 0 0.0% Q4 2025 Jan 06, 2026
Cresta Advisors, Ltd. History New 975 71 0.03% — 1337 +975 New Q4 2025 Feb 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 967 71 0.0% 0.0% 1338 -58 -5.66% Q4 2025 Jan 22, 2026
FEDERATED HERMES, INC. History Reduced 963 70 0.0% 0.0% 1339 -1,728 -64.21% Q4 2025 Feb 12, 2026
Silvant Capital Management LLC History No change 953 70 0.0% 0.0% 1340 0 0.0% Q4 2025 Feb 13, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 934 68 0.01% 0.02% 1341 -153 -14.08% Q4 2025 Feb 17, 2026
Heritage Wealth Advisors History No change 934 68 0.0% 0.0% 1342 0 0.0% Q4 2025 Feb 13, 2026
Deseret Mutual Benefit Administrators History Added to 911 66 0.03% 0.02% 1343 +160 21.3% Q4 2025 Feb 11, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 890 65 0.02% 0.01% 1344 +730 456.25% Q4 2025 Jan 22, 2026
DV EQUITIES, LLC History New 876 64 0.01% — 1347 +876 New Q4 2025 Feb 17, 2026
FINANCIAL CONSULATE, INC History Added to 871 64 0.01% 0.0% 1345 +471 117.75% Q4 2025 Jan 22, 2026
Avion Wealth History Added to 882 64 0.01% 0.01% 1346 +149 20.33% Q4 2025 Jan 23, 2026
LRI Investments, LLC History No change 883 64 0.01% 0.01% 1348 0 0.0% Q4 2025 Feb 04, 2026
Fourth Dimension Wealth, LLC History No change 863 63 0.02% 0.02% 1349 0 0.0% Q4 2025 Feb 04, 2026
Golden State Wealth Management, LLC History Added to 831 61 0.01% 0.01% 1350 +13 1.59% Q4 2025 Feb 13, 2026
Quent Capital, LLC History Added to 822 60 0.0% 0.0% 1351 +220 36.54% Q4 2025 Jan 29, 2026
EQ WEALTH ADVISORS, LLC History New 810 59 0.03% — 1352 +810 New Q4 2025 Feb 02, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 800 58 0.01% 0.01% 1353 0 0.0% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History New 778 57 0.0% — 1355 +778 New Q4 2025 Feb 17, 2026
CNB Bank History No change 788 57 0.02% 0.02% 1354 0 0.0% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 769 56 0.0% 0.0% 1356 0 0.0% Q4 2025 Jan 07, 2026
Corsicana & Co. History No change 770 56 0.03% 0.03% 1357 0 0.0% Q4 2025 Jan 07, 2026
Atlantic Private Wealth, LLC History No change 750 55 0.04% 0.03% 1358 0 0.0% Q4 2025 Feb 11, 2026
Estabrook Capital Management History No change 732 53 0.01% 0.01% 1359 0 0.0% Q4 2025 Feb 13, 2026
Navigoe, LLC History No change 726 53 0.03% 0.03% 1360 0 0.0% Q4 2025 Feb 03, 2026
Bank of New Hampshire History New 700 51 0.01% — 1362 +700 New Q4 2025 Mar 16, 2026
TOTH FINANCIAL ADVISORY CORP History No change 701 51 0.01% 0.01% 1361 0 0.0% Q4 2025 Jan 20, 2026
REAP Financial Group, LLC History Added to 686 50 0.01% 0.01% 1363 +10 1.48% Q4 2025 Feb 10, 2026
Key Capital Management, INC History New 675 49 0.05% — 1366 +675 New Q4 2025 Jan 26, 2026
ORG Partners LLC History Added to 671 49 0.01% 0.01% 1365 +228 51.47% Q4 2025 Jan 14, 2026
FIRST FINANCIAL CORP /IN/ History No change 667 49 0.02% 0.02% 1364 0 0.0% Q4 2025 Jan 13, 2026
Curat Global, LLC History Reduced 650 47 0.05% 0.1% 1368 -860 -56.95% Q4 2025 Feb 06, 2026
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ History New 644 47 0.09% — 1367 +644 New Q4 2025 Jan 21, 2026
MOTCO History Added to 636 46 0.0% 0.0% 1369 +207 48.25% Q4 2025 Feb 06, 2026
Legacy Wealth Managment, LLC/ID History Reduced 628 46 0.02% 0.02% 1370 -114 -15.36% Q4 2025 Feb 03, 2026
COUNTRY TRUST BANK History No change 625 45 0.0% 0.0% 1371 0 0.0% Q4 2025 Jan 21, 2026
Quest 10 Wealth Builders, Inc. History Added to 609 44 0.04% 0.03% 1375 +215 54.57% Q4 2025 Jan 29, 2026
Amplify Investments, LLC History Added to 544 44 1.02% 0.81% 1373 +96 21.43% Q4 2025 Feb 02, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 602 44 0.01% 0.01% 1372 -2 -0.33% Q4 2025 Jan 23, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 600 44 0.03% 0.02% 1374 0 0.0% Q4 2025 Feb 17, 2026
Pflug Koory, LLC History No change 595 43 0.02% 0.02% 1376 0 0.0% Q4 2025 Jan 20, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 577 42 0.01% 0.01% 1377 +92 18.97% Q4 2025 Jan 23, 2026
IMA Advisory Services, Inc. History No change 579 42 0.0% 0.0% 1378 0 0.0% Q4 2025 Feb 11, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 560 41 0.0% 0.0% 1379 0 0.0% Q4 2025 Jan 22, 2026
Bangor Savings Bank History No change 561 41 0.0% 0.0% 1380 0 0.0% Q4 2025 Jan 16, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 518 38 0.0% 0.0% 1381 0 0.0% Q4 2025 Jan 20, 2026
Missouri Trust & Investment Co History No change 519 38 0.01% 0.01% 1382 0 0.0% Q4 2025 Feb 13, 2026
Cherry Tree Wealth Management, LLC History No change 525 38 0.01% 0.01% 1383 0 0.0% Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 510 37 0.02% — 1387 +510 New Q4 2025 Feb 18, 2026
Grove Bank & Trust History No change 504 37 0.0% 0.0% 1384 0 0.0% Q4 2025 Jan 08, 2026
Steigerwald, Gordon & Koch Inc. History No change 516 37 0.0% 0.0% 1385 0 0.0% Q4 2025 Jan 23, 2026
SOA Wealth Advisors, LLC. History No change 510 37 0.01% 0.01% 1386 0 0.0% Q4 2025 Jan 20, 2026
Board of the Pension Protection Fund History Reduced 500 36 0.03% 0.11% 1392 -1,100 -68.75% Q4 2025 Jan 06, 2026
J.Safra Asset Management Corp History New 500 36 0.0% — 1389 +500 New Q4 2025 Feb 11, 2026
Cheviot Value Management, LLC History No change 463 36 0.0% 0.0% 1388 0 0.0% Q4 2025 Feb 03, 2026
Oakworth Capital, Inc. History No change 491 36 0.0% 0.0% 1390 0 0.0% Q4 2025 Jan 30, 2026
Security National Bank History No change 495 36 0.01% 0.01% 1391 0 0.0% Q4 2025 Feb 05, 2026
VSM Wealth Advisory, LLC History No change 500 36 0.01% 0.01% 1393 0 0.0% Q4 2025 Feb 06, 2026
Johnson Financial Group, Inc. History Reduced 483 35 0.0% 0.0% 1394 -25 -4.92% Q4 2025 Feb 12, 2026
Cypress Capital Management LLC (WY) History No change 466 34 0.03% 0.03% 1395 0 0.0% Q4 2025 Feb 09, 2026
Rossby Financial, LCC History Reduced 447 32 0.01% 0.04% 1397 -1,220 -73.19% Q4 2025 Feb 12, 2026
SRH ADVISORS, LLC History Added to 438 32 0.01% 0.0% 1396 +241 122.34% Q4 2025 Jan 21, 2026
MONTAG A & ASSOCIATES INC History Reduced 400 29 0.0% 0.01% 1398 -1,920 -82.76% Q4 2025 Feb 02, 2026
Cornerstone Financial Management LLC History New 397 29 0.03% — 1403 +397 New Q4 2025 Feb 13, 2026
Financial Gravity Asset Management, Inc. History Added to 400 29 0.01% 0.0% 1399 +100 33.33% Q4 2025 Feb 13, 2026
WINNOW WEALTH LLC History Added to 397 29 0.02% 0.02% 1402 +16 4.2% Q4 2025 Feb 11, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 404 29 0.01% 0.01% 1400 +6 1.51% Q4 2025 Jan 23, 2026
Access Investment Management LLC History No change 410 29 0.01% 0.01% 1401 0 0.0% Q4 2025 Feb 02, 2026
Elyxium Wealth, LLC History New 389 28 0.01% — 1406 +389 New Q4 2025 Feb 05, 2026
Community Bank, N.A. History No change 394 28 0.0% 0.0% 1404 0 0.0% Q4 2025 Feb 04, 2026
Global Wealth Strategies & Associates History No change 394 28 0.01% 0.01% 1405 0 0.0% Q4 2025 Jan 02, 2026
Colonial Trust Co / SC History Added to 371 27 0.0% 0.0% 1407 +68 22.44% Q4 2025 Feb 12, 2026
Vermillion Wealth Management, Inc. History Reduced 367 26 0.01% 0.01% 1408 -15 -3.93% Q4 2025 Feb 11, 2026
PIN OAK INVESTMENT ADVISORS INC History New 300 25 0.02% — 1409 +300 New Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 347 25 0.0% 0.0% 1410 +46 15.28% Q4 2025 Feb 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 338 24 0.0% 0.0% 1411 +143 73.33% Q4 2025 Feb 11, 2026
Financial Network Wealth Advisors LLC History Reduced 328 24 0.03% 0.03% 1413 -57 -14.81% Q4 2025 Feb 13, 2026
Covestor Ltd History Added to 323 24 0.01% 0.01% 1412 +11 3.53% Q4 2025 Feb 06, 2026
Towne Trust Company, N.A History No change 316 23 0.01% 0.01% 1414 0 0.0% Q4 2025 Jan 26, 2026
Harvest Fund Management Co., Ltd History No change 309 23 0.0% 0.0% 1415 0 0.0% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History Reduced 301 22 0.01% 0.01% 1417 -12 -3.83% Q4 2025 Jan 15, 2026
Colonial Trust Advisors History No change 300 22 0.0% 0.0% 1416 0 0.0% Q4 2025 Feb 12, 2026
CGC Financial Services, LLC History No change 304 22 0.01% 0.01% 1418 0 0.0% Q4 2025 Feb 03, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 281 20 0.01% 0.0% 1420 +247 726.47% Q4 2025 Jan 09, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 274 20 0.0% 0.0% 1419 -14 -4.86% Q4 2025 Feb 11, 2026
Wilkerson Advisory Group LLC History New 259 19 0.01% — 1421 +259 New Q4 2025 Feb 13, 2026
Kemnay Advisory Services Inc. History New 251 18 0.0% — 1422 +251 New Q4 2025 Feb 17, 2026
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. History Added to 250 18 0.04% 0.02% 1423 +140 127.27% Q4 2025 Jan 21, 2026
GW&K Investment Management, LLC History Reduced 226 17 0.0% 0.0% 1424 -48 -17.52% Q4 2025 Feb 11, 2026
Torren Management, LLC History New 225 16 0.01% — 1428 +225 New Q4 2025 Jan 30, 2026
Kilter Group LLC History Added to 219 16 0.01% 0.01% 1427 +12 5.8% Q4 2025 Feb 13, 2026
ALERUS FINANCIAL NA History No change 224 16 0.0% 0.0% 1425 0 0.0% Q4 2025 Feb 13, 2026
JNBA Financial Advisors History No change 219 16 0.0% 0.0% 1426 0 0.0% Q4 2025 Jan 26, 2026
1 NORTH WEALTH SERVICES LLC History New 213 15 0.01% — 1429 +213 New Q4 2025 Feb 13, 2026
Westfuller Advisors, LLC History Added to 211 15 0.01% 0.01% 1430 +3 1.44% Q4 2025 Jan 21, 2026
Bank of Jackson Hole Trust History No change 215 15 0.01% 0.01% 1431 0 0.0% Q4 2025 Feb 12, 2026
NCP Inc. History New 200 14 0.01% — 1436 +200 New Q4 2025 Feb 17, 2026
Bell Investment Advisors, Inc History Added to 202 14 0.0% 0.0% 1433 +119 143.37% Q4 2025 Feb 24, 2026
Rakuten Securities, Inc. History Added to 202 14 0.0% 0.0% 1434 +74 57.81% Q4 2025 Jan 29, 2026
ESL Trust Services, LLC History No change 200 14 0.0% 0.0% 1432 0 0.0% Q4 2025 Feb 10, 2026
Central Pacific Bank - Trust Division History No change 200 14 0.0% 0.0% 1435 0 0.0% Q4 2025 Jan 07, 2026
Salomon & Ludwin, LLC History Reduced 177 13 0.0% 0.01% 1438 -1,053 -85.61% Q4 2025 Jan 28, 2026
Pacific Center for Financial Services History No change 183 13 0.0% 0.0% 1437 0 0.0% Q4 2025 Feb 17, 2026
Byrne Asset Management LLC History No change 186 13 0.01% 0.01% 1439 0 0.0% Q4 2025 Jan 12, 2026
FIRST COMMUNITY TRUST NA History Added to 175 12 0.01% 0.0% 1440 +100 133.33% Q4 2025 Jan 16, 2026
Stone House Investment Management, LLC History No change 167 12 0.0% 0.0% 1441 0 0.0% Q4 2025 Jan 21, 2026
Ares Financial Consulting, LLC History New 150 11 0.01% — 1446 +150 New Q4 2025 Jan 30, 2026
Quarry LP History Reduced 159 11 0.0% 0.0% 1445 -121 -43.21% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History Added to 156 11 0.0% 0.0% 1444 +80 105.26% Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Added to 158 11 0.0% 0.0% 1442 +11 7.48% Q4 2025 Feb 11, 2026
IFS Advisors, LLC History No change 155 11 0.01% 0.01% 1443 0 0.0% Q4 2025 Jan 09, 2026
Global X Japan Co., Ltd. History Reduced 149 10 0.0% 0.0% 1448 -47 -23.98% Q4 2025 Jan 13, 2026
BFSG, LLC History Added to 141 10 0.0% 0.0% 1447 +2 1.44% Q4 2025 Jan 22, 2026
Advocate Investing Services LLC History New 125 9 0.01% — 1452 +125 New Q4 2025 Feb 12, 2026
HOWARD HUGHES MEDICAL INSTITUTE History No change 135 9 0.01% 0.01% 1449 0 0.0% Q4 2025 Feb 17, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 133 9 0.0% 0.0% 1450 0 0.0% Q4 2025 Feb 06, 2026
Clark Wealth Partners History No change 136 9 0.01% 0.01% 1451 0 0.0% Q4 2025 Feb 04, 2026
PFS Partners, LLC History Added to 112 8 0.0% 0.0% 1455 +1 0.9% Q4 2025 Jan 16, 2026
St. Johns Investment Management Company, LLC History No change 121 8 0.0% 0.0% 1453 0 0.0% Q4 2025 Jan 29, 2026
IAG Wealth Partners, LLC History No change 112 8 0.0% 0.0% 1454 0 0.0% Q4 2025 Feb 10, 2026
Bravera Wealth History New 101 7 0.0% — 1468 +101 New Q4 2025 Apr 22, 2026
SFAM, LLC History New 100 7 0.01% — 1457 +100 New Q4 2025 Feb 12, 2026
Jessup Wealth Management, Inc History New 100 7 0.0% — 1460 +100 New Q4 2025 Feb 11, 2026
Wealth Enhancement Trust Services, Inc. History New 98 7 0.0% — 1465 +98 New Q4 2025 Jan 27, 2026
Merited Wealth, LLC History New 97 7 0.01% — 1467 +97 New Q4 2025 Mar 26, 2026
Valued Wealth Advisors LLC History Reduced 99 7 0.0% 0.0% 1461 -41 -29.29% Q4 2025 Jan 30, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 100 7 0.0% 0.01% 1464 -10 -9.09% Q4 2025 Feb 10, 2026
Redwood Park Advisors LLC History Added to 97 7 0.0% 0.0% 1463 +2 2.11% Q4 2025 Feb 17, 2026
DHJJ Financial Advisors, Ltd. History Added to 103 7 0.0% 0.0% 1458 +1 0.98% Q4 2025 Jan 23, 2026
Beutel, Goodman & Co Ltd. History No change 100 7 0.0% 0.0% 1456 0 0.0% Q4 2025 Feb 13, 2026
MILLER WEALTH ADVISORS, LLC History No change 100 7 0.0% 0.0% 1459 0 0.0% Q4 2025 Jan 20, 2026
Atlantic Edge Private Wealth Management, LLC History No change 100 7 0.0% 0.0% 1462 0 0.0% Q4 2025 Jan 27, 2026
BIRCHBROOK, INC. History No change 107 7 0.0% 0.0% 1466 0 0.0% Q4 2025 Feb 04, 2026
Aster Capital Management (DIFC) Ltd History Reduced 88 6 0.0% 0.09% 1475 -2,446 -96.53% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History New 92 6 0.0% — 1470 +92 New Q4 2025 Feb 11, 2026
Lodestone Wealth Management LLC History New 88 6 0.0% — 1474 +88 New Q4 2025 Jan 15, 2026
Joseph Group Capital Management History New 84 6 0.0% — 1473 +84 New Q4 2025 Jan 30, 2026
TSFG, LLC History Reduced 76 6 0.0% 0.0% 1472 -72 -48.65% Q4 2025 Feb 04, 2026
Transamerica Financial Advisors, LLC History Added to 90 6 0.0% 0.0% 1471 +64 246.15% Q4 2025 Feb 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 83 6 0.0% 0.0% 1469 0 0.0% Q4 2025 Feb 09, 2026
Evelyn Partners Asset Management Ltd History No change 87 6 0.0% 0.0% 1476 0 0.0% Q4 2025 Feb 13, 2026
Sachetta, LLC History Reduced 74 5 0.0% 0.01% 1478 -420 -85.02% Q4 2025 Feb 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 75 5 0.0% — 1479 +75 New Q4 2025 Feb 11, 2026
Prestige Wealth Management Group LLC History No change 76 5 0.0% 0.0% 1477 0 0.0% Q4 2025 Feb 11, 2026
Legacy Bridge, LLC History New 63 4 0.0% — 1481 +63 New Q4 2025 Jan 23, 2026
HIGHLINE WEALTH PARTNERS LLC History New 62 4 0.0% — 1483 +62 New Q4 2025 Jan 15, 2026
Dogwood Wealth Management LLC History Added to 64 4 0.0% — 1484 +51 392.31% Q4 2025 Feb 04, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 61 4 0.0% 0.0% 1480 +16 35.56% Q4 2025 Jan 12, 2026
Cetera Trust Company, N.A History No change 56 4 0.0% 0.0% 1482 0 0.0% Q4 2025 Feb 13, 2026
Penserra Capital Management LLC History New 54 3 0.0% — 1486 +54 New Q4 2025 Feb 12, 2026
Lloyd Advisory Services, LLC. History New 45 3 0.0% — 1487 +45 New Q4 2025 Feb 06, 2026
Intesa Sanpaolo Wealth Management History New 43 3 0.0% — 1492 +43 New Q4 2025 Feb 12, 2026
Bare Financial Services, Inc History Added to 53 3 0.0% 0.0% 1490 +18 51.43% Q4 2025 Feb 06, 2026
True Wealth Design, LLC History Reduced 42 3 0.0% 0.0% 1488 -17 -28.81% Q4 2025 Jan 08, 2026
Marquette Asset Management, LLC History Added to 48 3 0.0% 0.0% 1485 +4 9.09% Q4 2025 Jan 16, 2026
DiNuzzo Private Wealth, Inc. History Reduced 47 3 0.0% 0.0% 1489 -3 -6.0% Q4 2025 Jan 16, 2026
Pandora Wealth, Inc. History No change 43 3 0.0% 0.0% 1491 0 0.0% Q4 2025 Feb 04, 2026
Crewe Advisors LLC History Reduced 28 2 0.0% 0.0% 1495 -617 -95.66% Q4 2025 Jan 16, 2026
Clayton Financial Group LLC History New 38 2 0.0% — 1504 +38 New Q4 2025 Jan 21, 2026
Private Wealth Management Group, LLC History New 37 2 0.0% — 1505 +37 New Q4 2025 Jan 23, 2026
Addison Advisors LLC History New 33 2 0.0% — 1499 +33 New Q4 2025 Feb 06, 2026
TUCKER ASSET MANAGEMENT LLC History New 33 2 0.0% — 1500 +33 New Q4 2025 Feb 05, 2026
United Financial Planning Group LLC History New 31 2 0.0% — 1512 +31 New Q4 2025 Feb 11, 2026
WOLFF WIESE MAGANA LLC History New 30 2 0.0% — 1498 +30 New Q4 2025 Jan 14, 2026
ATLAS CAPITAL ADVISORS INC. History New 29 2 0.0% — 1493 +29 New Q4 2025 Feb 13, 2026
IFC & Insurance Marketing, Inc. History New 24 2 0.0% — 1513 +24 New Q4 2025 Feb 12, 2026
Activest Wealth Management History Added to 32 2 0.0% — 1501 +23 255.56% Q4 2025 Jan 30, 2026
TFC Financial Management, Inc. History Reduced 37 2 0.0% 0.0% 1497 -18 -32.73% Q4 2025 Jan 23, 2026
Rialto Wealth Management, LLC History Added to 30 2 0.0% — 1509 +18 150.0% Q4 2025 Jan 12, 2026
Principia Wealth Advisory, LLC History Added to 34 2 0.0% 0.0% 1506 +16 88.89% Q4 2025 Feb 10, 2026
Hughes Financial Services, LLC History Added to 28 2 0.0% 0.0% 1508 +13 86.67% Q4 2025 Feb 11, 2026
Aspect Partners, LLC History Added to 34 2 0.0% 0.0% 1502 +11 47.83% Q4 2025 Jan 23, 2026
Tripletail Wealth Management, LLC History Reduced 35 2 0.0% 0.0% 1510 -10 -22.22% Q4 2025 Feb 12, 2026
Bay Harbor Wealth Management, LLC History Added to 40 2 0.0% 0.0% 1496 +5 14.29% Q4 2025 Feb 02, 2026
Jackson, Grant Investment Advisers, Inc. History No change 33 2 0.0% 0.0% 1494 0 0.0% Q4 2025 Jan 27, 2026
Frazier Financial Advisors, LLC History No change 37 2 0.0% 0.0% 1503 0 0.0% Q4 2025 Feb 09, 2026
Millstone Evans Group, LLC History No change 35 2 0.0% 0.0% 1507 0 0.0% Q4 2025 Feb 02, 2026
Holos Integrated Wealth LLC History No change 32 2 0.0% 0.0% 1511 0 0.0% Q4 2025 Jan 05, 2026
Signature Equity Partners, LLC History New 24 1 0.0% — 1520 +24 New Q4 2025 Feb 17, 2026
Acumen Wealth Advisors, LLC History New 16 1 0.0% — 1517 +16 New Q4 2025 Feb 13, 2026
CBIZ Investment Advisory Services, LLC History Added to 20 1 0.0% — 1516 +14 233.33% Q4 2025 Feb 09, 2026
Nemes Rush Group LLC History Added to 20 1 0.0% 0.0% 1519 +6 42.86% Q4 2025 Feb 11, 2026
NVWM, LLC History Added to 17 1 0.0% — 1515 +5 41.67% Q4 2025 Jan 20, 2026
Dunhill Financial, LLC History Added to 17 1 0.0% 0.0% 1518 +3 21.43% Q4 2025 Jan 29, 2026
C M BIDWELL & ASSOCIATES LTD History No change 24 1 0.0% 0.0% 1514 0 0.0% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Closed out 0 0 — 0.05% — -626,165 -100.0% Q3 2025 Nov 13, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.05% — -203,054 -100.0% Q3 2025 Nov 14, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 — 0.55% — -191,570 -100.0% Q3 2025 Nov 14, 2025
Achmea Investment Management B.V. History Closed out 0 0 — 0.16% — -179,905 -100.0% Q3 2025 Nov 21, 2025
Zimmer Partners, LP History Closed out 0 0 — 0.22% — -137,900 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 — 0.09% — -108,714 -100.0% Q3 2025 Nov 14, 2025
SAGE ADVISORS, LLC History Closed out 0 0 — 2.87% — -54,873 -100.0% Q3 2025 Oct 22, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.04% — -51,182 -100.0% Q3 2025 Nov 13, 2025
New Age Alpha Advisors, LLC History Closed out 0 0 — 0.13% — -40,940 -100.0% Q3 2025 Nov 12, 2025
Corigliano Investment Advisers, LLC History Closed out 0 0 — 0.96% — -40,800 -100.0% Q3 2025 Nov 14, 2025
Peregrine Asset Advisers, Inc. History Closed out 0 0 — 0.8% — -36,636 -100.0% Q3 2025 Nov 04, 2025
HERBST GROUP, LLC History Closed out 0 0 — 1.59% — -35,055 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 — 0.04% — -32,523 -100.0% Q3 2025 Nov 14, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.1% — -30,478 -100.0% Q3 2025 Nov 13, 2025
ALPINE WOODS CAPITAL INVESTORS, LLC History Closed out 0 0 — 0.49% — -28,804 -100.0% Q3 2025 Oct 15, 2025
Centiva Capital, LP History Closed out 0 0 — 0.02% — -27,986 -100.0% Q3 2025 Nov 14, 2025
NATIXIS History Closed out 0 0 — 0.01% — -26,299 -100.0% Q3 2025 Nov 14, 2025
Sciencast Management LP History Closed out 0 0 — 0.36% — -26,093 -100.0% Q3 2025 Nov 12, 2025
IMC-Chicago, LLC History Closed out 0 0 — 0.0% — -25,477 -100.0% Q3 2025 Nov 04, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 — 0.28% — -25,135 -100.0% Q3 2025 Nov 14, 2025
DRW Securities, LLC History Closed out 0 0 — 0.03% — -23,889 -100.0% Q3 2025 Nov 14, 2025
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Closed out 0 0 — 0.29% — -20,481 -100.0% Q3 2025 Nov 13, 2025
San Luis Wealth Advisors LLC History Closed out 0 0 — 0.24% — -17,983 -100.0% Q3 2025 Nov 18, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -14,454 -100.0% Q3 2025 Oct 14, 2025
SANDERS MORRIS HARRIS LLC History Closed out 0 0 — 0.11% — -11,615 -100.0% Q3 2025 Oct 07, 2025
Quantbot Technologies LP History Closed out 0 0 — 0.02% — -11,299 -100.0% Q3 2025 Nov 12, 2025
Paradiem, LLC History Closed out 0 0 — 0.19% — -11,284 -100.0% Q3 2025 Oct 17, 2025
Atom Investors LP History Closed out 0 0 — 0.06% — -11,127 -100.0% Q3 2025 Nov 14, 2025
WINTON GROUP Ltd History Closed out 0 0 — 0.03% — -10,985 -100.0% Q3 2025 Nov 13, 2025
Abel Hall, LLC History Closed out 0 0 — 0.32% — -10,882 -100.0% Q3 2025 Nov 17, 2025
Compound Planning, Inc. History Closed out 0 0 — 0.02% — -10,303 -100.0% Q3 2025 Nov 10, 2025
Arbor Investment Advisors, LLC History Closed out 0 0 — 0.09% — -10,000 -100.0% Q3 2025 Oct 21, 2025
Global Trust Asset Management, LLC History Closed out 0 0 — 0.32% — -9,590 -100.0% Q3 2025 Oct 28, 2025
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Closed out 0 0 — 0.01% — -9,427 -100.0% Q3 2025 Oct 23, 2025
McElhenny Sheffield Capital Management, LLC History Closed out 0 0 — 0.15% — -8,867 -100.0% Q3 2025 Oct 21, 2025
Greenland Capital Management LP History Closed out 0 0 — 0.06% — -8,852 -100.0% Q3 2025 Nov 10, 2025
Yukon Wealth Management, Inc. History Closed out 0 0 — 0.2% — -8,570 -100.0% Q3 2025 Nov 14, 2025
Semanteon Capital Management, LP History Closed out 0 0 — 0.71% — -7,734 -100.0% Q3 2025 Nov 10, 2025
XTX Topco Ltd History Closed out 0 0 — 0.03% — -7,268 -100.0% Q3 2025 Nov 14, 2025
NorthRock Partners, LLC History Closed out 0 0 — 0.01% — -6,424 -100.0% Q3 2025 Nov 14, 2025
Numerai GP LLC History Closed out 0 0 — 0.06% — -6,208 -100.0% Q3 2025 Nov 14, 2025
Voleon Capital Management LP History Closed out 0 0 — 0.01% — -6,206 -100.0% Q3 2025 Nov 14, 2025
SIH Partners, LLLP History Closed out 0 0 — 0.01% — -6,198 -100.0% Q3 2025 Nov 14, 2025
SAXON INTERESTS, INC. History Closed out 0 0 — 0.16% — -5,415 -100.0% Q3 2025 Nov 03, 2025
Matrix Trust Co History Closed out 0 0 — 0.06% — -5,232 -100.0% Q3 2025 Oct 14, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 — 0.04% — -5,222 -100.0% Q3 2025 Nov 14, 2025
Rinkey Investments History Closed out 0 0 — 0.1% — -5,200 -100.0% Q3 2025 Nov 14, 2025
Requisite Capital Management, LLC History Closed out 0 0 — 0.06% — -4,763 -100.0% Q3 2025 Nov 12, 2025
NovaPoint Capital, LLC History Closed out 0 0 — 0.08% — -4,630 -100.0% Q3 2025 Oct 17, 2025
LifeWealth Investments, LLC History Closed out 0 0 — 0.1% — -4,353 -100.0% Q3 2025 Jan 26, 2026
Whalen Wealth Management Inc. History Closed out 0 0 — 0.18% — -4,213 -100.0% Q3 2025 Oct 09, 2025
Inspire Advisors, LLC History Closed out 0 0 — 0.03% — -3,938 -100.0% Q3 2025 Oct 29, 2025
Quantum Portfolio Management LLC History Closed out 0 0 — 0.08% — -3,909 -100.0% Q3 2025 Oct 29, 2025
Blue Barn Wealth, LLC History Closed out 0 0 — 0.12% — -3,715 -100.0% Q3 2025 Nov 14, 2025
Modera Wealth Management, LLC History Closed out 0 0 — 0.0% — -3,712 -100.0% Q3 2025 Oct 31, 2025
Avalon Trust Co History Closed out 0 0 — 0.02% — -3,703 -100.0% Q3 2025 Nov 10, 2025
SkyOak Wealth, LLC History Closed out 0 0 — 0.05% — -3,700 -100.0% Q3 2025 Oct 23, 2025
FIRST FOUNDATION ADVISORS History Closed out 0 0 — 0.01% — -3,651 -100.0% Q3 2025 Nov 17, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 — 0.01% — -3,643 -100.0% Q3 2025 Nov 13, 2025
FIL Ltd History Closed out 0 0 — 0.0% — -3,580 -100.0% Q3 2025 Nov 13, 2025
SLT Holdings LLC History Closed out 0 0 — 0.17% — -3,521 -100.0% Q3 2025 Oct 23, 2025
TOWNSQUARE CAPITAL LLC History Closed out 0 0 — 0.04% — -3,394 -100.0% Q3 2025 Nov 03, 2025
AXQ CAPITAL, LP History Closed out 0 0 — 0.09% — -3,340 -100.0% Q3 2025 Nov 10, 2025
SUMMIT WEALTH GROUP LLC / CO History Closed out 0 0 — 0.03% — -3,287 -100.0% Q3 2025 Feb 05, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.01% — -3,230 -100.0% Q3 2025 Nov 14, 2025
PFG Advisors History Closed out 0 0 — 0.01% — -3,225 -100.0% Q3 2025 Nov 13, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 — 0.06% — -3,210 -100.0% Q3 2025 Nov 04, 2025
Stillwater Capital Advisors, LLC History Closed out 0 0 — 0.03% — -3,141 -100.0% Q3 2025 Oct 09, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.01% — -3,020 -100.0% Q3 2025 Nov 14, 2025
Disciplined Investors, L.L.C. History Closed out 0 0 — 0.15% — -2,872 -100.0% Q3 2025 Nov 14, 2025
Alta Advisers Ltd History Closed out 0 0 — 0.06% — -2,814 -100.0% Q3 2025 Oct 31, 2025
Holland Advisory Services, Inc. History Closed out 0 0 — 0.28% — -2,771 -100.0% Q3 2025 Oct 14, 2025
PATTON FUND MANAGEMENT, INC. History Closed out 0 0 — 0.04% — -2,770 -100.0% Q3 2025 Oct 14, 2025
Hobbs Group Advisors, LLC History Closed out 0 0 — 0.06% — -2,756 -100.0% Q3 2025 Nov 13, 2025
Essex Bank History Closed out 0 0 — 0.05% — -2,754 -100.0% Q3 2025 Nov 04, 2025
Mathes Company, Inc. History Closed out 0 0 — 0.07% — -2,675 -100.0% Q3 2025 Nov 12, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.02% — -2,272 -100.0% Q3 2025 Nov 03, 2025
Generali Investments, Management Co LLC History Closed out 0 0 — 0.03% — -1,937 -100.0% Q3 2025 Nov 12, 2025
Greykasell Wealth Strategies, Inc. History Closed out 0 0 — 0.06% — -1,834 -100.0% Q3 2025 Nov 04, 2025
PITTENGER & ANDERSON INC History Closed out 0 0 — 0.0% — -1,290 -100.0% Q3 2025 Nov 03, 2025
Saranac Partners Ltd History Closed out 0 0 — 0.02% — -1,285 -100.0% Q3 2025 Dec 05, 2025
Mascoma Wealth Management LLC History Closed out 0 0 — 0.02% — -1,000 -100.0% Q3 2025 Oct 28, 2025
North Capital, Inc. History Closed out 0 0 — 0.05% — -986 -100.0% Q3 2025 Oct 09, 2025
ATWOOD & PALMER INC History Closed out 0 0 — 0.0% — -858 -100.0% Q3 2025 Oct 15, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.01% — -645 -100.0% Q3 2025 Oct 28, 2025
Center for Financial Planning, Inc. History Closed out 0 0 — 0.0% — -633 -100.0% Q3 2025 Nov 06, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -594 -100.0% Q3 2025 Nov 13, 2025
AXS Investments LLC History Closed out 0 0 — 0.02% — -484 -100.0% Q3 2025 Nov 04, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.01% — -419 -100.0% Q3 2025 Oct 08, 2025
CITY HOLDING CO History Closed out 0 0 — 0.0% — -384 -100.0% Q3 2025 Oct 22, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -335 -100.0% Q3 2025 Nov 14, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.01% — -329 -100.0% Q3 2025 Nov 03, 2025
State of Wyoming History Closed out 0 0 — 0.0% — -218 -100.0% Q3 2025 Nov 04, 2025
Darwin Wealth Management, LLC History Closed out 0 0 — 0.0% — -200 -100.0% Q3 2025 Oct 16, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -194 -100.0% Q3 2025 Oct 22, 2025
Main Street Group, LTD History Closed out 0 0 — 0.0% — -138 -100.0% Q3 2025 Nov 07, 2025
Mowery & Schoenfeld Wealth Management, LLC History Closed out 0 0 — 0.02% — -134 -100.0% Q3 2025 Oct 27, 2025
New Millennium Group LLC History Closed out 0 0 — 0.0% — -109 -100.0% Q3 2025 Nov 10, 2025
Keener Financial Planning LLC History Closed out 0 0 — 0.0% — -95 -100.0% Q3 2025 Nov 07, 2025
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 — 0.0% — -73 -100.0% Q3 2025 Nov 13, 2025
Dakota Community Bank & Trust NA History Closed out 0 0 — 0.02% — -66 -100.0% Q3 2025 Oct 09, 2025
OSSIAM History Closed out 0 0 — 0.0% — -60 -100.0% Q3 2025 Nov 14, 2025
Concord Wealth Partners History Closed out 0 0 — 0.0% — -60 -100.0% Q3 2025 Nov 05, 2025
Moisand Fitzgerald Tamayo, LLC History Closed out 0 0 — 0.0% — -33 -100.0% Q3 2025 Oct 23, 2025
Cornerstone Planning Group LLC History Closed out 0 0 — — — -25 -100.0% Q3 2025 Nov 04, 2025
Trifecta Capital Advisors, LLC History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2025 Nov 03, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.0% — -23 -100.0% Q3 2025 Oct 06, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -15 -100.0% Q3 2025 Oct 16, 2025
Core Alternative Capital History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2025 Nov 03, 2025
Quaker Wealth Management, LLC History New 13 0 — — — +13 New Q4 2025 Jan 28, 2026
Wealth Watch Advisors, INC History Reduced 3 0 — 0.0% — -13 -81.25% Q4 2025 Feb 17, 2026
Bayforest Capital Ltd History New 13 0 — — — +13 New Q4 2025 Jan 27, 2026
Sunrise Financial Services, LLC History New 12 0 — — — +12 New Q4 2025 Feb 11, 2026
DV Trading LLC History New 10 0 — — — +10 New Q4 2025 Feb 17, 2026
IMG Wealth Management, Inc. History New 10 0 — — — +10 New Q4 2025 Feb 05, 2026
CURIO WEALTH, LLC History New 10 0 — — — +10 New Q4 2025 Feb 11, 2026
American Capital Advisory, LLC History Added to 13 0 — — — +5 62.5% Q4 2025 Jan 30, 2026
Palisade Asset Management, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2025 Nov 17, 2025
Caitlin John, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2025 Nov 12, 2025
High Note Wealth, LLC History Added to 4 0 — — — +2 100.0% Q4 2025 Feb 05, 2026
HFM Investment Advisors, LLC History Reduced 9 0 — — — -2 -18.18% Q4 2025 Feb 05, 2026
Davis Capital Management History Reduced 3 0 — — — -1 -25.0% Q4 2025 Jan 28, 2026
Erste Asset Management GmbH History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 12, 2025
Murphy & Mullick Capital Management Corp History New 1 0 — — — +1 New Q4 2025 Feb 10, 2026
USA FINANCIAL FORMULAS History Closed out 0 0 — — — -1 -100.0% Q3 2025 Oct 10, 2025
BROWN, LISLE/CUMMINGS, INC. History No change 13 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
Hurley Capital, LLC History No change 13 0 — — — 0 0.0% Q4 2025 Feb 17, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 4 0 — — — 0 0.0% Q4 2025 Feb 05, 2026
Private Wealth Asset Management, LLC History No change 4 0 — — — 0 0.0% Q4 2025 Feb 10, 2026
Raleigh Capital Management Inc. History No change 12 0 — — — 0 0.0% Q4 2025 Jan 21, 2026
DecisionPoint Financial, LLC History No change 6 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 10 0 — — — 0 0.0% Q4 2025 Jan 22, 2026
Seneschal Advisors, LLC History No change 8 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
Retirement Wealth Solutions LLC History No change 6 0 — — — 0 0.0% Q4 2025 Jan 07, 2026
WPG Advisers, LLC History No change 5 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
Aventura Private Wealth, LLC History No change 6 0 — — — 0 0.0% Q4 2025 Jan 07, 2026