SAP SE - SAP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 158 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
Fisher Asset Management, LLC History Added to 14,728,881 3,577,792 1.22% 1.41% 1 +179,550 1.23% Q4 2025 Feb 09, 2026
FMR LLC History Reduced 6,790,713 1,649,532 0.08% 0.1% 2 -135,926 -1.96% Q4 2025 Feb 17, 2026
EAGLE CAPITAL MANAGEMENT LLC History Added to 4,143,430 1,006,480 3.13% 2.56% 3 +1,130,878 37.54% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 3,681,438 894,259 0.05% 0.07% 4 -849,746 -18.75% Q4 2025 Feb 13, 2026
Capital International Investors History Reduced 3,586,780 873,676 0.14% 0.17% 5 -423,405 -10.56% Q4 2025 Feb 11, 2026
WINDACRE PARTNERSHIP LLC History Added to 2,451,125 595,402 6.39% 7.88% 6 +93,900 3.98% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 2,322,978 564,274 0.31% 0.14% 7 +1,401,947 152.21% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,742,120 423,178 0.03% 0.04% 8 -306,470 -14.96% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,506,072 365,839 0.04% 0.05% 9 -13,217 -0.87% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Reduced 1,501,558 364,743 0.05% 0.05% 10 -59,436 -3.81% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 1,242,468 300,994 0.07% 0.07% 11 +122,060 10.89% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 1,222,615 296,985 0.01% 0.01% 12 -67,663 -5.24% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 1,200,024 291,498 0.02% 0.02% 13 +83,349 7.46% Q4 2025 Feb 11, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 1,119,733 273,875 0.56% 0.67% 14 -101,855 -8.34% Q4 2025 Feb 09, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 729,876 177,294 0.05% 0.07% 15 -214,959 -22.75% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 716,684 174,089 0.03% — 16 +716,684 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 716,226 173,978 0.03% 0.04% 17 -12,278 -1.69% Q4 2025 Feb 13, 2026
Sustainable Growth Advisers, LP History Reduced 686,851 166,842 1.16% 1.32% 18 -155,565 -18.47% Q4 2025 Feb 10, 2026
Optiver Holding B.V. History Added to 658,570 159,973 0.06% 0.07% 19 +6,419 0.98% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Reduced 543,921 132,123 0.11% 0.11% 20 -6,313 -1.15% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 502,233 129,211 0.06% 0.06% 21 +66,980 15.39% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 499,064 121,227 0.01% 0.02% 22 -91,895 -15.55% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 479,524 116,481 0.05% 0.04% 23 +142,064 42.1% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 422,130 102,539 0.02% 0.01% 24 +137,072 48.09% Q4 2025 Feb 17, 2026
SANDS CAPITAL MANAGEMENT, LLC History Reduced 394,117 95,734 0.29% 0.32% 25 -46,153 -10.48% Q4 2025 Feb 13, 2026
TD ASSET MANAGEMENT INC History Reduced 390,016 94,738 0.08% 0.11% 26 -114,662 -22.72% Q4 2025 Feb 10, 2026
HARDING LOEVNER LP History Reduced 386,893 93,983 0.83% 4.51% 27 -1,913,444 -83.18% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 380,474 92,421 0.13% 0.16% 28 -34,613 -8.34% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 371,491 90,239 0.05% 0.05% 29 -10,884 -2.85% Q4 2025 Feb 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 370,155 89,914 0.07% — 30 +370,155 New Q4 2025 Feb 13, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 366,882 89,119 1.48% 1.61% 31 +4,016 1.11% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 356,710 86,658 0.03% 0.03% 32 -27,979 -7.27% Q4 2025 Feb 18, 2026
Quadrature Capital Ltd History Added to 344,191 83,607 0.85% 0.34% 33 +238,095 224.41% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 344,148 83,596 0.01% 0.01% 34 +96,432 38.93% Q4 2025 Jan 29, 2026
NORGES BANK History New 336,683 81,783 0.01% — 35 +336,683 New Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 299,608 72,778 0.11% — 36 +299,608 New Q4 2025 Feb 17, 2026
Aviso Financial Inc. History Added to 286,866 69,682 2.65% 3.08% 37 +3,306 1.17% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 286,210 69,523 0.01% 0.02% 38 -177,964 -38.34% Q4 2025 Feb 17, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 250,748 60,909 0.84% 0.68% 39 +57,000 29.42% Q4 2025 Feb 13, 2026
Night Owl Capital Management, LLC History Added to 247,552 60,132 6.59% 7.14% 40 +2,494 1.02% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 244,854 59,477 0.04% 0.04% 41 +18,723 8.28% Q4 2025 Feb 13, 2026
MAPLELANE CAPITAL, LLC History New 242,000 59,398 2.09% — 42 +242,000 New Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 243,589 59,169 0.01% 0.01% 43 -2,064 -0.84% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Reduced 235,259 57,145 0.06% 0.07% 44 -3,215 -1.35% Q4 2025 Feb 13, 2026
POLEN CAPITAL MANAGEMENT LLC History Reduced 233,332 56,678 0.24% 0.3% 45 -111,620 -32.36% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Reduced 232,384 56,448 0.04% 0.05% 46 -32,199 -12.17% Q4 2025 Feb 13, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 229,454 55,741 0.42% 0.29% 47 +94,697 70.27% Q4 2025 Feb 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 209,722 50,943 0.02% 0.02% 48 -2,501 -1.18% Q4 2025 Jan 22, 2026
NewEdge Advisors, LLC History Added to 193,458 46,992 0.17% 0.23% 49 +4,525 2.4% Q4 2025 Feb 18, 2026
AMF Tjanstepension AB History Added to 190,311 46,228 0.29% 0.2% 50 +74,632 64.52% Q4 2025 Feb 06, 2026
1832 Asset Management L.P. History Added to 181,133 43,999 0.03% 0.01% 51 +127,567 238.15% Q4 2025 Feb 13, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 172,045 41,791 1.2% 1.31% 52 +4,508 2.69% Q4 2025 Feb 13, 2026
UNIO CAPITAL LLC History Added to 160,817 39,063 7.35% 4.68% 53 +87,272 118.66% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 154,728 37,585 0.03% 0.03% 54 +14,527 10.36% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 152,898 37,140 0.01% 0.01% 55 +12,992 9.29% Q4 2025 Feb 12, 2026
Petrus Trust Company, LTA History Added to 152,542 37,053 3.75% 4.01% 56 +15,600 11.39% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Reduced 152,356 37,008 0.02% 0.02% 57 -1,944 -1.26% Q4 2025 Jan 30, 2026
DEUTSCHE BANK AG\ History Added to 149,474 36,308 0.01% 0.0% 58 +142,620 2080.83% Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History Added to 142,467 34,606 0.03% 0.0% 59 +140,934 9193.35% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 141,710 34,422 0.09% 0.05% 60 +87,749 162.62% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 140,956 34,239 0.01% 0.01% 61 +18,052 14.69% Q4 2025 Feb 13, 2026
RIVERBRIDGE PARTNERS LLC History Added to 134,491 32,669 0.61% 0.0% 62 +133,591 14843.44% Q4 2025 Jan 13, 2026
Quantinno Capital Management LP History Added to 131,528 31,949 0.06% 0.08% 63 +20,869 18.86% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 131,339 31,903 0.01% 0.02% 64 -48,583 -27.0% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 129,380 31,427 0.05% 0.06% 65 +6,403 5.21% Q4 2025 Feb 12, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 127,902 31,068 2.2% 2.14% 66 -11,371 -8.16% Q4 2025 Jan 21, 2026
Creative Planning History Reduced 127,301 30,922 0.02% 0.03% 67 -4,904 -3.71% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 126,907 30,827 0.01% 0.01% 68 -1,388 -1.08% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 126,722 30,782 0.04% — 69 +126,722 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 124,399 30,217 0.04% 0.06% 70 -4,482 -3.48% Q4 2025 Feb 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 120,363 29,237 0.01% 0.02% 71 +3,273 2.8% Q4 2025 Feb 13, 2026
MARSICO CAPITAL MANAGEMENT LLC History No change 118,834 28,865 0.8% 0.81% 72 0 0.0% Q4 2025 Feb 12, 2026
COERENTE CAPITAL MANAGEMENT History Added to 116,055 28,190 5.14% 5.34% 73 +3,589 3.19% Q4 2025 Jan 23, 2026
Cardinal Capital Management, Inc. History Added to 83,841 27,936 0.63% 0.62% 74 +4,013 5.03% Q4 2025 Jan 22, 2026
US BANCORP \DE\ History Reduced 108,505 26,356 0.03% 0.04% 75 -27,656 -20.31% Q4 2025 Jan 30, 2026
Obermeyer Wealth Partners History Reduced 106,333 25,829 1.18% 1.34% 76 -1,122 -1.04% Q4 2025 Jan 29, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 103,255 25,081 0.09% 0.14% 77 -57,529 -35.78% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 101,875 24,746 0.14% 0.18% 78 -12,888 -11.23% Q4 2025 Feb 11, 2026
FAYEZ SAROFIM & CO History Added to 101,787 24,725 0.06% 0.03% 79 +52,113 104.91% Q4 2025 Feb 13, 2026
Promethos Capital, LLC History Reduced 101,512 24,658 6.72% 7.47% 80 -31,455 -23.66% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 97,090 23,584 0.09% — 81 +97,090 New Q4 2025 Feb 13, 2026
Walleye Capital LLC History Added to 96,068 23,335 0.07% 0.03% 82 +70,481 275.46% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 93,931 22,816 0.01% 0.01% 83 +9,205 10.86% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Reduced 92,435 22,453 0.02% 0.08% 84 -213,659 -69.8% Q4 2025 Feb 17, 2026
MAR VISTA INVESTMENT PARTNERS LLC History Reduced 90,830 22,063 2.03% 3.28% 85 -50,322 -35.65% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 90,705 21,489 0.03% 0.04% 86 -9,767 -9.72% Q4 2025 Jan 15, 2026
IMC-Chicago, LLC History Reduced 88,000 21,376 0.01% 0.01% 87 -23,322 -20.95% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Reduced 87,874 21,345 0.02% 0.03% 88 -9,313 -9.58% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Reduced 84,769 20,591 0.3% 0.38% 89 -9,352 -9.94% Q4 2025 Feb 03, 2026
Jain Global LLC History New 82,859 20,127 0.1% — 90 +82,859 New Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History New 82,400 20,015 0.06% — 91 +82,400 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 82,316 19,995 0.02% 0.03% 92 -1,100 -1.32% Q4 2025 Feb 06, 2026
SIMPLEX TRADING, LLC History Added to 82,100 19,942 0.01% 0.01% 93 +16,000 24.21% Q4 2025 Feb 11, 2026
NorthCrest Asset Manangement, LLC History Added to 82,733 19,892 0.44% 0.53% 94 +1,451 1.79% Q4 2025 Jan 08, 2026
TWO SIGMA INVESTMENTS, LP History New 80,410 19,532 0.03% — 95 +80,410 New Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 76,449 18,570 0.05% 0.03% 96 +33,901 79.68% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 75,230 18,274 0.02% 0.03% 97 -21,624 -22.33% Q4 2025 Feb 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 75,000 18,218 0.38% 0.4% 98 0 0.0% Q4 2025 Feb 02, 2026
Walleye Trading LLC History Added to 74,351 18,060 0.03% 0.03% 99 +11,187 17.71% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 72,692 17,657 0.0% 0.0% 100 -4,539 -5.88% Q4 2025 Feb 12, 2026
SCOTIA CAPITAL INC. History Reduced 71,179 17,289 0.07% 0.11% 101 -21,873 -23.51% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Added to 69,350 16,845 0.03% 0.02% 102 +33,888 95.56% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 67,522 16,401 0.02% 0.02% 103 +7,817 13.09% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Reduced 67,194 16,322 0.14% 0.09% 104 -16,339 -19.56% Q4 2025 Feb 11, 2026
LORD, ABBETT & CO. LLC History Added to 66,425 16,135 0.05% 0.05% 105 +112 0.17% Q4 2025 Feb 13, 2026
Dash Acquisitions Inc. History Added to 78,880 15,750 3.28% 3.74% 106 +6,315 8.7% Q4 2025 Feb 05, 2026
ASSETMARK, INC History Added to 63,618 15,453 0.03% 0.04% 107 +734 1.17% Q4 2025 Jan 23, 2026
Ethic Inc. History Added to 60,491 14,693 0.23% 0.26% 108 +471 0.78% Q4 2025 Feb 03, 2026
MML INVESTORS SERVICES, LLC History Added to 59,292 14,402 0.04% 0.04% 109 +2,020 3.53% Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 58,941 14,317 0.16% 0.19% 110 +1,368 2.38% Q4 2025 Feb 02, 2026
Capital International, Inc./CA/ History Reduced 58,700 14,258 0.11% 0.13% 111 -3,182 -5.14% Q4 2025 Feb 11, 2026
Oribel Capital Management, LP History New 57,600 13,991 0.64% — 112 +57,600 New Q4 2025 Feb 13, 2026
DAVIS SELECTED ADVISERS History Added to 56,347 13,688 0.06% 0.07% 113 +9,560 20.43% Q4 2025 Feb 02, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 55,403 13,458 0.2% 0.18% 114 +10,270 22.75% Q4 2025 Feb 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 54,134 13,149 0.02% 0.02% 115 +1,082 2.04% Q4 2025 Feb 18, 2026
CAMBIAR INVESTORS LLC History Added to 51,797 12,582 0.56% 0.46% 116 +13,530 35.36% Q4 2025 Jan 23, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 51,677 12,552 0.12% 0.16% 117 -5,295 -9.29% Q4 2025 Feb 13, 2026
Henry James International Management Inc. History Reduced 50,643 12,301 3.88% 4.29% 118 -1,791 -3.42% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 50,350 12,235 0.01% 0.05% 119 -89,486 -63.99% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 48,118 11,688 0.14% 0.16% 120 -5,292 -9.91% Q4 2025 Feb 02, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 46,914 11,395 0.02% 0.06% 121 -70,631 -60.09% Q4 2025 Feb 17, 2026
Ruane, Cunniff & Goldfarb L.P. History Reduced 45,927 11,156 0.17% 0.2% 122 -73 -0.16% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 45,274 10,997 0.05% — 123 +45,274 New Q4 2025 Feb 17, 2026
Boston Common Asset Management, LLC History Reduced 45,081 10,950 0.55% 0.37% 124 -4,017 -8.18% Q4 2025 Jan 15, 2026
TRUIST FINANCIAL CORP History Reduced 45,012 10,933 0.01% 0.02% 125 -5,977 -11.72% Q4 2025 Feb 02, 2026
Alight Capital Management LP History New 45,000 10,930 2.79% — 126 +45,000 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 44,619 10,838 0.02% 88.2% 127 -26,479 -37.24% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 44,463 10,800 0.0% 0.07% 128 -555,068 -92.58% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 43,378 10,536 0.0% 0.0% 129 -1,012 -2.28% Q4 2025 Feb 11, 2026
ODDO BHF ASSET MANAGEMENT SAS History No change 43,326 10,524 0.39% 0.44% 130 0 0.0% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 43,119 10,476 0.01% 0.01% 131 +10,508 32.22% Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 43,123 10,474 0.14% 0.11% 132 +21,451 98.98% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 43,070 10,462 0.01% 0.01% 133 +6,911 19.11% Q4 2025 Feb 17, 2026
Meridiem Capital Partners LP History New 42,728 10,379 0.63% — 134 +42,728 New Q4 2025 Feb 17, 2026
Value Partners Investments Inc. History Added to 42,042 10,214 0.78% 0.89% 135 +1,031 2.51% Q4 2025 Jan 08, 2026
RWA WEALTH PARTNERS, LLC History Added to 41,918 10,182 0.11% 0.12% 136 +3,666 9.58% Q4 2025 Feb 12, 2026
Callan Family Office, LLC History Added to 41,635 10,113 0.22% 0.18% 137 +20,262 94.8% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 41,461 10,071 0.0% 0.0% 138 +3,080 8.02% Q4 2025 Feb 19, 2026
M&T BANK CORP History Reduced 41,364 10,048 0.03% 0.04% 139 -7,206 -14.84% Q4 2025 Jan 30, 2026
Federation des caisses Desjardins du Quebec History Added to 40,902 9,935 0.04% 0.03% 140 +12,496 43.99% Q4 2025 Feb 12, 2026
Guardian Partners Inc. History Added to 49,610 9,872 0.79% 1.07% 141 +2,900 6.21% Q4 2025 Feb 17, 2026
Symmetry Investments LP History New 40,000 9,716 0.84% — 142 +40,000 New Q4 2025 Feb 17, 2026
Foresight Global Investors, Inc. History Added to 38,813 9,428 4.44% 6.02% 143 +875 2.31% Q4 2025 Mar 19, 2026
Corient Private Wealth LLC History Reduced 37,923 9,225 0.01% 0.02% 144 -5,214 -12.09% Q4 2025 Mar 09, 2026
One Capital Management, LLC History Added to 37,422 9,090 0.27% 0.3% 145 +1,972 5.56% Q4 2025 Feb 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 37,029 8,994 0.06% 0.07% 146 -1,566 -4.06% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History Added to 36,099 8,881 0.41% 0.43% 147 +25,519 241.2% Q4 2025 Feb 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 36,551 8,878 0.18% — 148 +36,551 New Q4 2025 Feb 17, 2026
&PARTNERS History Added to 34,690 8,402 0.04% 0.05% 149 +3,574 11.49% Q4 2025 Feb 17, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 34,391 8,353 0.53% 0.61% 150 -1,087 -3.06% Q4 2025 Jan 21, 2026
Campbell & CO Investment Adviser LLC History Added to 34,156 8,296 0.4% 0.1% 151 +29,070 571.57% Q4 2025 Feb 12, 2026
Bluegrass Capital Partners LP History New 34,000 8,258 4.93% — 152 +34,000 New Q4 2025 Feb 06, 2026
Rock Point Advisors, LLC History Added to 33,569 8,154 2.04% 1.43% 153 +13,413 66.55% Q4 2025 Feb 04, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 32,483 7,890 0.24% 0.28% 154 -56 -0.17% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 31,846 7,733 0.01% 0.01% 155 -899 -2.75% Q4 2025 Feb 17, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 31,549 7,663 0.13% 0.61% 156 -94,705 -75.01% Q4 2025 Jan 27, 2026
Orion Porfolio Solutions, LLC History Reduced 31,125 7,560 0.06% 0.07% 157 -3,928 -11.21% Q4 2025 Feb 12, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 30,956 7,519 0.56% 0.65% 158 -312 -1.0% Q4 2025 Feb 04, 2026
CIBC Asset Management Inc History Reduced 31,404 7,490 0.02% 0.03% 159 -5,668 -15.29% Q4 2025 Feb 10, 2026
LOOMIS SAYLES & CO L P History Reduced 30,421 7,389 0.01% 0.01% 160 -1,085 -3.44% Q4 2025 Feb 12, 2026
Cohen Klingenstein LLC History No change 30,179 7,330 0.22% 0.25% 161 0 0.0% Q4 2025 Jan 20, 2026
Voleon Capital Management LP History Added to 29,850 7,250 0.16% 0.1% 162 +14,399 93.19% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 29,303 7,118 0.04% 0.06% 163 -7,550 -20.49% Q4 2025 Jan 29, 2026
LOWE BROCKENBROUGH & CO INC History New 28,571 6,940 0.34% — 164 +28,571 New Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 29,317 6,773 0.01% 0.01% 165 +1,048 3.71% Q4 2025 Jan 08, 2026
PARK AVENUE SECURITIES LLC History Added to 27,731 6,736 0.06% 0.06% 166 +128 0.46% Q4 2025 Jan 05, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 27,518 6,684 0.12% 0.15% 167 -419 -1.5% Q4 2025 Jan 23, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 27,410 6,658 0.57% 0.82% 168 -29 -0.11% Q4 2025 Jan 30, 2026
Cardinal Capital Management History Added to 27,230 6,614 0.88% 1.01% 169 +8 0.03% Q4 2025 Jan 30, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 26,696 6,484 0.27% 0.27% 170 +3,551 15.34% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Added to 26,251 6,376 0.01% 0.0% 171 +4,045 18.22% Q4 2025 Feb 13, 2026
Capital Wealth Planning, LLC History Reduced 26,013 6,163 0.04% 0.07% 172 -13,457 -34.09% Q4 2025 Feb 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 25,012 6,075 0.14% 0.08% 173 +11,907 90.86% Q4 2025 Jan 27, 2026
NIA IMPACT ADVISORS, LLC History Reduced 24,510 5,953 2.0% 2.23% 174 -1,190 -4.63% Q4 2025 Feb 09, 2026
Lido Advisors, LLC History Added to 23,089 5,948 0.02% 0.02% 175 +304 1.33% Q4 2025 Feb 10, 2026
Elite Wealth Management, Inc. History Added to 23,874 5,799 1.58% 1.65% 176 +45 0.19% Q4 2025 Feb 02, 2026
Capital World Investors History Added to 23,468 5,740 0.0% 0.0% 177 +294 1.27% Q4 2025 Feb 11, 2026
FLOW TRADERS U.S. LLC History New 23,280 5,655 0.19% — 178 +23,280 New Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 23,179 5,630 0.11% 0.14% 179 +8,653 59.57% Q4 2025 Feb 11, 2026
Bleakley Financial Group, LLC History Added to 23,011 5,589 0.1% 0.12% 180 +3,225 16.3% Q4 2025 Feb 09, 2026
Janney Capital Management LLC History Added to 22,828 5,545 0.35% 0.01% 181 +22,058 2864.68% Q4 2025 Feb 11, 2026
Capital Investment Counsel, Inc History Reduced 22,660 5,504 0.65% 0.78% 182 -1,250 -5.23% Q4 2025 Jan 23, 2026
Cox Capital Mgt LLC History Added to 22,177 5,479 3.41% 3.81% 183 +374 1.72% Q4 2025 Jan 14, 2026
Atria Investments, Inc History Reduced 22,538 5,474 0.06% 0.09% 184 -7,768 -25.63% Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Added to 22,171 5,385 0.01% 0.01% 185 +3,308 17.54% Q4 2025 Mar 16, 2026
SATURNA CAPITAL CORP History Added to 22,121 5,373 0.07% 0.06% 186 +5,343 31.85% Q4 2025 Feb 11, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 21,675 5,265 0.19% 0.24% 187 -2,137 -8.97% Q4 2025 Jan 28, 2026
Florida Trust Wealth Management Co History Added to 21,640 5,256 0.15% 0.15% 188 +2,028 10.34% Q4 2025 Jan 20, 2026
Timber Creek Capital Management LLC History Reduced 21,498 5,222 1.21% 1.39% 189 -110 -0.51% Q4 2025 Jan 23, 2026
Moran Wealth Management, LLC History Added to 21,473 5,216 0.16% 0.16% 190 +2,072 10.68% Q4 2025 Jan 26, 2026
Janney Montgomery Scott LLC History Reduced 21,327 5,181 0.01% 0.02% 191 -6,335 -22.9% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Added to 21,005 5,102 0.01% 0.01% 192 +2,259 12.05% Q4 2025 Feb 13, 2026
Capital Research Global Investors History Reduced 20,756 5,076 0.0% 0.0% 193 -2,457 -10.58% Q4 2025 Feb 11, 2026
DIVIDEND ASSETS CAPITAL, LLC History Reduced 20,674 5,021 0.96% 1.04% 194 -1,583 -7.11% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 20,502 4,980 0.0% 0.0% 195 -3,845 -15.79% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Reduced 20,350 4,943 0.08% 0.09% 196 -461 -2.22% Q4 2025 Jan 20, 2026
Aperture Investors, LLC History No change 19,441 4,722 0.54% 0.71% 197 0 0.0% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 19,437 4,721 0.02% 0.01% 198 +13,369 220.32% Q4 2025 Feb 17, 2026
FACTORY MUTUAL INSURANCE CO History No change 19,324 4,693 0.05% 0.05% 199 0 0.0% Q4 2025 Jan 23, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 19,273 4,681 0.06% 0.13% 200 -16,856 -46.66% Q4 2025 Feb 13, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 19,238 4,673 0.06% 0.06% 201 +1,899 10.95% Q4 2025 Feb 13, 2026
Hollow Brook Wealth Management LLC History Reduced 19,050 4,627 1.2% 1.31% 202 -1,594 -7.72% Q4 2025 Feb 17, 2026
Acumen Wealth Advisors, LLC History New 18,994 4,613 1.33% — 203 +18,994 New Q4 2025 Feb 13, 2026
Naviter Wealth, LLC History Reduced 18,975 4,609 0.6% 0.73% 204 -4,337 -18.6% Q4 2025 Jan 21, 2026
NewEdge Wealth, LLC History Added to 18,877 4,585 0.05% 0.07% 205 +58 0.31% Q4 2025 Feb 03, 2026
Aquatic Capital Management LLC History New 18,762 4,557 0.13% — 206 +18,762 New Q4 2025 Feb 17, 2026
Entropy Technologies, LP History Reduced 18,712 4,545 0.25% 0.46% 207 -4,121 -18.05% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History Reduced 18,652 4,530 0.2% 0.25% 208 -383 -2.01% Q4 2025 Feb 17, 2026
Americana Partners, LLC History Added to 18,564 4,509 0.12% 0.15% 209 +159 0.86% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 18,406 4,471 0.0% 0.0% 210 +2,319 14.42% Q4 2025 Feb 10, 2026
Forum Financial Management, LP History Reduced 18,378 4,464 0.06% 0.07% 211 -12 -0.07% Q4 2025 Jan 27, 2026
FORA Capital, LLC History Added to 18,199 4,420 0.53% 0.26% 212 +12,732 232.89% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 18,061 4,387 0.01% 0.01% 213 -2,235 -11.01% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 17,995 4,371 0.09% 0.14% 214 -3,415 -15.95% Q4 2025 Jan 28, 2026
Interval Partners, LP History New 17,840 4,333 0.08% — 215 +17,840 New Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Reduced 17,813 4,327 0.04% 0.05% 216 -1,306 -6.83% Q4 2025 Feb 18, 2026
CHOREO, LLC History Reduced 17,673 4,322 0.06% 0.08% 217 -5,616 -24.11% Q4 2025 Jan 23, 2026
EQUITABLE TRUST CO History Reduced 17,669 4,291 0.19% 0.22% 218 -576 -3.16% Q4 2025 Feb 02, 2026
Verition Fund Management LLC History Added to 17,387 4,223 0.02% 0.01% 219 +8,664 99.32% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Reduced 17,270 4,194 0.01% 0.02% 220 -2,343 -11.95% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 17,128 4,167 0.01% 0.01% 221 -4,010 -18.97% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 15,901 3,862 0.07% 0.08% 222 +499 3.24% Q4 2025 Jan 16, 2026
Pinnacle Financial Partners, Inc. History New 15,542 3,775 0.03% — 223 +15,542 New Q4 2025 Feb 18, 2026
JCIC Asset Management Inc. History Reduced 15,465 3,756 1.15% 1.33% 224 -400 -2.52% Q4 2025 Jan 22, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 15,177 3,686 0.0% 0.01% 225 -395 -2.54% Q4 2025 Feb 12, 2026
Nuveen, LLC History Added to 14,533 3,530 0.0% 0.0% 226 +12 0.08% Q4 2025 Feb 12, 2026
Advisors Asset Management, Inc. History Added to 14,287 3,470 0.06% 0.06% 227 +1,022 7.7% Q4 2025 Feb 12, 2026
Douglass Winthrop Advisors, LLC History No change 14,010 3,403 0.06% 0.07% 228 0 0.0% Q4 2025 Feb 12, 2026
FEDERATED HERMES, INC. History Reduced 13,885 3,372 0.01% 0.01% 229 -15,201 -52.26% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Reduced 13,870 3,369 0.01% 0.01% 230 -71 -0.51% Q4 2025 Feb 05, 2026
DARA CAPITAL US, INC. History New 13,757 3,341 2.96% — 231 +13,757 New Q4 2025 Jan 23, 2026
GROUP ONE TRADING LLC History Reduced 13,566 3,295 0.01% 0.02% 232 -25,982 -65.7% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History Added to 13,537 3,287 0.04% 0.03% 233 +4,874 56.26% Q4 2025 Feb 02, 2026
BAILARD, INC. History Reduced 13,495 3,278 0.07% 0.09% 234 -2,493 -15.59% Q4 2025 Feb 04, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 13,460 3,269 0.16% 0.2% 235 -1,725 -11.36% Q4 2025 Feb 02, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 13,424 3,260 0.43% 0.48% 236 -232 -1.7% Q4 2025 Feb 10, 2026
Headlands Technologies LLC History New 13,413 3,258 0.27% — 237 +13,413 New Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 13,186 3,203 0.01% 0.01% 238 -655 -4.73% Q4 2025 Feb 06, 2026
Bulltick Wealth Management, LLC History Reduced 12,778 3,103 0.66% 1.67% 239 -13,713 -51.76% Q4 2025 Feb 17, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Added to 12,700 3,084 0.71% 0.4% 240 +6,200 95.38% Q4 2025 Feb 04, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 12,329 3,046 0.14% 0.22% 241 -2,272 -15.56% Q4 2025 Feb 03, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 12,443 3,022 0.1% 0.1% 242 +414 3.44% Q4 2025 Jan 30, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History New 12,256 2,977 0.05% — 243 +12,256 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 12,252 2,976 0.0% 0.0% 244 -343 -2.72% Q4 2025 Feb 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 12,189 2,960 0.01% 0.01% 245 +36 0.3% Q4 2025 Feb 13, 2026
STATE STREET CORP History No change 12,178 2,958 0.0% 0.0% 246 0 0.0% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Reduced 12,128 2,946 0.02% 0.02% 247 -91 -0.74% Q4 2025 Jan 28, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 12,121 2,945 0.05% 0.11% 248 -12,204 -50.17% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Added to 12,031 2,922 0.05% 0.05% 249 +2,232 22.78% Q4 2025 Feb 04, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 12,843 2,914 0.03% 0.04% 250 -2,610 -16.89% Q4 2025 Jan 21, 2026
AMJ Financial Wealth Management History Reduced 11,645 2,828 0.67% 1.9% 251 -18,204 -60.99% Q4 2025 Feb 05, 2026
Quantbot Technologies LP History Reduced 11,516 2,797 0.09% 0.14% 252 -7,880 -40.63% Q4 2025 Feb 10, 2026
FIRST MERCHANTS CORP History Added to 11,505 2,794 0.1% 0.11% 253 +534 4.87% Q4 2025 Jan 12, 2026
Compound Planning, Inc. History Reduced 11,481 2,788 0.08% 0.1% 254 -174 -1.49% Q4 2025 Feb 19, 2026
Sequoia Financial Advisors, LLC History Reduced 11,328 2,751 0.02% 0.02% 255 -2,745 -19.51% Q4 2025 Feb 03, 2026
NAVELLIER & ASSOCIATES INC History Reduced 11,270 2,737 0.31% 0.31% 256 -316 -2.73% Q4 2025 Feb 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 11,260 2,735 0.02% 0.02% 257 -67 -0.59% Q4 2025 Feb 17, 2026
Ravenswood Partners LP History Added to 11,158 2,710 0.9% 0.92% 258 +319 2.94% Q4 2025 Feb 17, 2026
Independent Advisor Alliance History Added to 11,154 2,709 0.07% 0.07% 259 +865 8.41% Q4 2025 Feb 04, 2026
XTX Topco Ltd History Added to 11,130 2,703 0.07% 0.09% 260 +4,987 81.18% Q4 2025 Feb 17, 2026
Burkett Asset Management Ltd History New 11,023 2,677 2.71% — 261 +11,023 New Q4 2025 Feb 12, 2026
PRIMECAP MANAGEMENT CO/CA/ History New 11,000 2,672 0.0% — 262 +11,000 New Q4 2025 Feb 11, 2026
Leonteq Securities AG History Added to 10,963 2,663 0.08% 0.01% 263 +9,996 1033.71% Q4 2025 Feb 06, 2026
Alaethes Wealth, LLC History Reduced 10,963 2,663 0.75% 0.83% 264 -20 -0.18% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 10,944 2,658 0.04% 0.04% 265 +820 8.1% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 10,900 2,647 0.04% — 266 +10,900 New Q4 2025 Feb 17, 2026
Aaron Wealth Advisors LLC History Added to 10,326 2,508 0.14% 0.14% 267 +1,703 19.75% Q4 2025 Jan 21, 2026
Frank, Rimerman Advisors LLC History Added to 10,213 2,480 0.16% 0.08% 268 +5,821 132.54% Q4 2025 Jan 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 10,036 2,437 0.03% 0.05% 269 -2,681 -21.08% Q4 2025 Feb 09, 2026
China Universal Asset Management Co., Ltd. History Added to 10,000 2,429 0.19% 0.19% 270 +1,400 16.28% Q4 2025 Jan 29, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 9,922 2,410 0.19% 0.22% 271 +14 0.14% Q4 2025 Jan 16, 2026
Venturi Wealth Management, LLC History Added to 9,888 2,401 0.11% 0.11% 272 +936 10.46% Q4 2025 Jan 22, 2026
EVOLVE PRIVATE WEALTH, LLC History New 9,786 2,377 0.14% — 273 +9,786 New Q4 2025 Feb 17, 2026
Havemeyer Place LP History New 9,714 2,359 0.46% — 274 +9,714 New Q4 2025 Feb 11, 2026
Qtron Investments LLC History Reduced 9,711 2,358 0.31% 0.4% 275 -2,301 -19.16% Q4 2025 Feb 12, 2026
Hennion & Walsh Asset Management, Inc. History Added to 9,430 2,290 0.08% 0.08% 276 +1,088 13.04% Q4 2025 Jan 14, 2026
Legacy Wealth Asset Management, LLC History Added to 9,329 2,266 0.56% 0.56% 277 +759 8.86% Q4 2025 Jan 12, 2026
Smartleaf Asset Management LLC History Added to 9,253 2,263 0.09% 0.14% 278 +491 5.6% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Reduced 9,164 2,226 0.04% 0.04% 279 -65 -0.7% Q4 2025 Feb 09, 2026
Dorsey & Whitney Trust CO LLC History Added to 9,162 2,225 0.12% 0.13% 280 +241 2.7% Q4 2025 Feb 11, 2026
Aptus Capital Advisors, LLC History Added to 9,097 2,209 0.02% 0.02% 281 +89 0.99% Q4 2025 Feb 13, 2026
BTC Capital Management, Inc. History Added to 9,033 2,195 0.15% 0.13% 282 +2,114 30.55% Q4 2025 Jan 15, 2026
PCM Encore, LLC History New 9,006 2,187 0.47% — 283 +9,006 New Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 8,644 2,099 0.01% 0.01% 284 -5,294 -37.98% Q4 2025 Jan 30, 2026
Snowden Capital Advisors LLC History Reduced 8,489 2,062 0.05% 0.07% 285 -442 -4.95% Q4 2025 Feb 17, 2026
LOUISBOURG INVESTMENTS INC. History Added to 8,480 2,059 0.41% 0.44% 286 +900 11.87% Q4 2025 Jan 16, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 8,417 2,044 0.01% 0.01% 287 -1,098 -11.54% Q4 2025 Feb 09, 2026
Cunning Capital Partners, LP History No change 8,407 2,042 0.94% 1.04% 288 0 0.0% Q4 2025 Feb 11, 2026
REGIONS FINANCIAL CORP History Reduced 8,244 2,002 0.01% 0.02% 289 -2,453 -22.93% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 8,179 1,986 0.02% 0.02% 290 +3,223 65.03% Q4 2025 Jan 23, 2026
Analyst IMS Investment Management Services Ltd. History No change 8,150 1,980 0.06% 0.07% 291 0 0.0% Q4 2025 Jan 20, 2026
Prime Capital Investment Advisors, LLC History Added to 8,080 1,962 0.02% 0.03% 292 +229 2.92% Q4 2025 Jan 21, 2026
Fiduciary Alliance LLC History Added to 8,050 1,955 0.13% 0.11% 293 +2,137 36.14% Q4 2025 Jan 22, 2026
LITTLE HOUSE CAPITAL LLC History New 8,033 1,951 0.49% — 294 +8,033 New Q4 2025 Feb 06, 2026
NATURAL INVESTMENTS, LLC History Added to 7,805 1,895 0.47% 0.5% 295 +199 2.62% Q4 2025 Jan 23, 2026
Ellevest, Inc. History Reduced 7,791 1,892 0.26% 0.32% 296 -664 -7.85% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Reduced 7,677 1,864 0.01% 0.01% 297 -409 -5.06% Q4 2025 Feb 17, 2026
Banco de Sabadell, S.A History Reduced 7,657 1,861 1.21% 1.36% 298 -47 -0.61% Q4 2025 Feb 09, 2026
Arkadios Wealth Advisors History Reduced 7,610 1,848 0.04% 0.05% 299 -275 -3.49% Q4 2025 Feb 13, 2026
Marks Group Wealth Management, Inc History Reduced 7,575 1,840 0.18% 0.22% 300 -1,319 -14.83% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 7,574 1,839 0.0% — 301 +7,574 New Q4 2025 Feb 13, 2026
SevenBridge Financial Group, LLC History Reduced 7,658 1,837 0.3% 0.33% 302 -170 -2.17% Q4 2025 Feb 02, 2026
Permanens Capital L.P. History New 7,535 1,830 0.24% — 303 +7,535 New Q4 2025 Feb 17, 2026
Advisors Capital Management, LLC History Added to 7,450 1,809 0.02% 0.02% 304 +532 7.69% Q4 2025 Jan 29, 2026
Ballentine Partners, LLC History Reduced 7,441 1,807 0.03% 0.03% 305 -382 -4.88% Q4 2025 Feb 03, 2026
BURNEY CO/ History Added to 7,414 1,800 0.06% 0.06% 306 +147 2.02% Q4 2025 Jan 23, 2026
Lester Murray Antman dba SimplyRich History No change 7,375 1,791 0.47% 0.53% 307 0 0.0% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 7,227 1,755 0.02% 0.02% 308 +3,062 73.52% Q4 2025 Jan 29, 2026
Sterling Capital Management LLC History Reduced 7,177 1,743 0.03% 0.04% 309 -2,176 -23.27% Q4 2025 Feb 13, 2026
West Family Investments, Inc. History Added to 7,126 1,730 0.41% 58.94% 310 +610 9.36% Q4 2025 Feb 11, 2026
Gibbs Wealth Management History Reduced 6,946 1,716 0.42% 0.53% 311 -1,770 -20.31% Q4 2025 Jan 23, 2026
DMC Group, LLC History Added to 6,945 1,687 1.13% 1.19% 312 +504 7.82% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 6,930 1,683 0.03% 0.01% 313 +5,500 384.62% Q4 2025 Feb 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 6,915 1,679 0.0% 0.01% 314 -3,275 -32.14% Q4 2025 Feb 10, 2026
Madison Asset Management, LLC History Added to 6,810 1,654 0.02% 0.02% 315 +1,075 18.74% Q4 2025 Feb 04, 2026
Merit Financial Group, LLC History Reduced 6,812 1,654 0.01% 0.02% 316 -273 -3.85% Q4 2025 Jan 26, 2026
Engineers Gate Manager LP History New 6,767 1,643 0.02% — 317 +6,767 New Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Added to 6,751 1,639 0.06% 0.06% 318 +893 15.24% Q4 2025 Feb 17, 2026
May Hill Capital, LLC History Added to 6,714 1,630 0.21% 0.27% 319 +3,311 97.3% Q4 2025 Feb 05, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 6,653 1,616 0.26% 0.4% 320 -1,796 -21.26% Q4 2025 Jan 22, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 6,435 1,563 0.0% 0.0% 321 +1,438 28.78% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Reduced 6,657 1,555 0.05% 0.07% 322 -985 -12.89% Q4 2025 Jan 23, 2026
Weaver Capital Management LLC History New 6,349 1,542 0.33% — 323 +6,349 New Q4 2025 Jan 22, 2026
SALT Holding Corp. History New 6,232 1,513 1.17% — 324 +6,232 New Q4 2025 Feb 17, 2026
STERLING INVESTMENT MANAGEMENT, LLC History New 6,224 1,511 0.86% — 325 +6,224 New Q4 2025 Feb 03, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 6,212 1,508 0.35% — 326 +6,212 New Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 6,176 1,500 0.01% 0.01% 327 -1,116 -15.3% Q4 2025 Feb 13, 2026
Palogic Value Management, L.P. History Added to 6,119 1,486 0.62% 0.65% 328 +106 1.76% Q4 2025 Feb 17, 2026
GC Wealth Management RIA, LLC History Added to 6,111 1,484 0.05% 0.05% 329 +658 12.07% Q4 2025 Jan 30, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 6,029 1,464 0.15% 0.19% 330 -102 -1.66% Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History Added to 6,024 1,463 0.07% 0.08% 331 +633 11.74% Q4 2025 Feb 11, 2026
Checchi Capital Advisers, LLC History Reduced 6,000 1,457 0.07% 0.09% 332 -376 -5.9% Q4 2025 Jan 27, 2026
Stablepoint Partners, LLC History Added to 5,980 1,452 0.23% 0.25% 333 +80 1.36% Q4 2025 Jan 13, 2026
CONNABLE OFFICE INC History Reduced 5,924 1,438 0.13% 0.15% 334 -176 -2.89% Q4 2025 Feb 03, 2026
Abacus Wealth Partners, LLC History New 5,886 1,429 0.14% — 335 +5,886 New Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Added to 5,870 1,425 0.02% 0.02% 336 +122 2.12% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 5,845 1,420 0.03% 0.03% 337 -527 -8.27% Q4 2025 Feb 11, 2026
Covenant Partners, LLC History No change 5,763 1,399 0.41% 0.44% 338 0 0.0% Q4 2025 Jan 26, 2026
Daiwa Securities Group Inc. History Added to 5,743 1,395 0.0% 0.0% 339 +664 13.07% Q4 2025 Feb 11, 2026
Sierra Legacy Group History No change 5,718 1,388 1.02% 1.13% 340 0 0.0% Q4 2025 Jan 20, 2026
GREENLEAF TRUST History Added to 5,569 1,352 0.01% 0.01% 341 +629 12.73% Q4 2025 Jan 21, 2026
Asset Dedication, LLC History Reduced 5,489 1,333 0.09% 0.1% 342 -88 -1.58% Q4 2025 Jan 26, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 5,585 1,323 0.0% 0.0% 343 +2,833 102.94% Q4 2025 Feb 03, 2026
Calamos Advisors LLC History Reduced 5,398 1,311 0.0% 0.01% 344 -300 -5.27% Q4 2025 Jan 29, 2026
GAMMA Investing LLC History Reduced 5,382 1,307 0.07% 0.08% 345 -31 -0.57% Q4 2025 Jan 05, 2026
Family Legacy Financial Solutions, LLC History No change 5,762 1,304 1.01% 1.18% 346 0 0.0% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Added to 5,361 1,302 0.0% 0.0% 347 +575 12.01% Q4 2025 Feb 13, 2026
HighPoint Advisor Group LLC History Added to 5,347 1,298 0.06% 0.06% 348 +313 6.22% Q4 2025 Feb 04, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 5,279 1,282 0.02% 0.02% 349 +219 4.33% Q4 2025 Jan 05, 2026
BANK OF NOVA SCOTIA History Reduced 5,261 1,279 0.0% 0.0% 350 -319 -5.72% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Reduced 5,251 1,275 0.02% 0.02% 351 -78 -1.46% Q4 2025 Feb 05, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 5,156 1,253 0.0% 0.0% 352 +1,454 39.28% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Added to 5,111 1,241 0.02% 0.03% 353 +111 2.22% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 5,094 1,237 0.0% 0.0% 354 -199 -3.76% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Reduced 5,061 1,229 0.01% 0.01% 355 -217 -4.11% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Added to 5,037 1,223 0.04% 0.04% 356 +424 9.19% Q4 2025 Feb 06, 2026
Sendero Wealth Management, LLC History Added to 5,014 1,217 0.13% 0.11% 357 +1,427 39.78% Q4 2025 Jan 13, 2026
PEAK6 LLC History Added to 4,900 1,190 0.0% 0.0% 358 +2,500 104.17% Q4 2025 Mar 12, 2026
Portside Wealth Group, LLC History Reduced 4,871 1,183 0.16% 0.22% 359 -1,016 -17.26% Q4 2025 Jan 21, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 4,845 1,176 0.49% 0.55% 360 -75 -1.52% Q4 2025 Jan 14, 2026
AlphaCore Capital LLC History Reduced 4,826 1,172 0.03% 0.05% 361 -621 -11.4% Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History Added to 4,761 1,156 0.01% 0.02% 362 +241 5.33% Q4 2025 Feb 09, 2026
GABELLI FUNDS LLC History New 4,740 1,151 0.01% — 363 +4,740 New Q4 2025 Feb 05, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 4,738 1,150 0.01% 0.01% 364 -440 -8.5% Q4 2025 Feb 13, 2026
Abel Hall, LLC History Added to 4,724 1,147 0.27% 0.25% 365 +2,416 104.68% Q4 2025 Feb 17, 2026
Haverford Trust Co History Added to 4,719 1,146 0.01% 0.01% 366 +950 25.21% Q4 2025 Feb 13, 2026
Boston Trust Walden Corp History Reduced 4,695 1,140 0.01% 0.01% 367 -1,630 -25.77% Q4 2025 Jan 28, 2026
INTRUST BANK NA History Reduced 4,672 1,134 0.09% 0.11% 368 -281 -5.67% Q4 2025 Feb 06, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 4,633 1,128 0.01% 0.0% 369 +3,442 289.0% Q4 2025 Feb 17, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 4,573 1,110 0.08% 0.08% 370 +875 23.66% Q4 2025 Feb 09, 2026
HRT FINANCIAL LP History Added to 4,555 1,106 0.0% 0.0% 371 +2,791 158.22% Q4 2025 Feb 12, 2026
Brucke Financial, Inc. History Reduced 4,546 1,104 0.6% 0.71% 372 -111 -2.38% Q4 2025 Jan 12, 2026
Steward Partners Investment Advisory, LLC History Added to 4,448 1,080 0.01% 0.0% 373 +1,297 41.16% Q4 2025 Feb 12, 2026
New Republic Capital, LLC History Added to 4,324 1,050 0.28% 0.13% 374 +2,753 175.24% Q4 2025 Feb 10, 2026
MAI Capital Management History Reduced 4,316 1,048 0.01% 0.01% 375 -55 -1.26% Q4 2025 Feb 13, 2026
Kathmere Capital Management, LLC History Added to 4,300 1,044 0.07% 0.08% 376 +281 6.99% Q4 2025 Jan 13, 2026
AE Wealth Management LLC History Added to 4,297 1,043 0.01% 0.01% 377 +191 4.65% Q4 2025 Jan 26, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 4,257 1,034 0.55% 0.72% 378 -1,912 -30.99% Q4 2025 Feb 12, 2026
PDS Planning, Inc History Reduced 4,242 1,030 0.07% 0.09% 379 -430 -9.2% Q4 2025 Jan 26, 2026
Bridgewater Advisors Inc. History Reduced 4,478 1,007 0.07% 0.09% 380 -459 -9.3% Q4 2025 Jan 23, 2026
CWM, LLC History Added to 4,129 1,003 0.0% 0.0% 381 +180 4.56% Q4 2025 Jan 26, 2026
Arax Advisory Partners History Reduced 4,118 1,000 0.03% 0.02% 382 -2,077 -33.53% Q4 2025 Feb 13, 2026
Quantitative Investment Management, LLC History Added to 4,107 997 0.1% 0.07% 383 +2,180 113.13% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 4,044 982 0.0% 0.01% 384 -11,690 -74.3% Q4 2025 Feb 02, 2026
Sivia Capital Partners, LLC History Added to 4,039 981 0.2% 0.22% 385 +1,125 38.61% Q4 2025 Feb 10, 2026
Dynamic Advisor Solutions LLC History Added to 4,022 977 0.03% 0.03% 386 +375 10.28% Q4 2025 Jan 09, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 4,016 975 0.09% 0.11% 387 -852 -17.5% Q4 2025 Jan 30, 2026
Marathon Trading Investment Management LLC History New 4,000 971 0.02% — 389 +4,000 New Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 4,000 971 0.0% 0.0% 388 0 0.0% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Reduced 3,978 966 0.01% 0.02% 390 -5,472 -57.9% Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History Added to 3,962 962 0.06% 0.05% 391 +242 6.51% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Added to 3,912 950 0.01% 0.01% 392 +48 1.24% Q4 2025 Jan 21, 2026
SG Americas Securities, LLC History Reduced 3,887 944 0.0% 0.03% 393 -25,080 -86.58% Q4 2025 Jan 09, 2026
EP Wealth Advisors, LLC History New 3,811 925 0.0% — 394 +3,811 New Q4 2025 Feb 18, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 3,743 916 0.0% 0.22% 395 -417,430 -99.11% Q4 2025 Feb 05, 2026
SlateStone Wealth, LLC History Reduced 3,751 911 0.08% 0.09% 396 -265 -6.6% Q4 2025 Feb 11, 2026
WEALTH ALLIANCE, LLC History Reduced 3,747 910 0.09% 0.11% 397 -210 -5.31% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Reduced 3,734 907 0.01% 0.01% 398 -590 -13.64% Q4 2025 Jan 16, 2026
Northern Financial Advisors Inc History Reduced 3,732 906 1.04% 0.76% 399 -1,665 -30.85% Q4 2025 Jan 27, 2026
FOX RUN MANAGEMENT, L.L.C. History New 3,722 904 0.14% — 400 +3,722 New Q4 2025 Feb 11, 2026
Calydon Capital History Reduced 3,722 904 0.15% 0.16% 401 -146 -3.77% Q4 2025 Feb 17, 2026
SOL Capital Management CO History No change 3,708 901 0.08% 0.09% 402 0 0.0% Q4 2025 Jan 30, 2026
Leith Wheeler Investment Counsel Ltd. History Added to 3,670 891 0.07% 0.02% 403 +2,770 307.78% Q4 2025 Feb 12, 2026
World Investment Advisors History Reduced 3,667 890 0.01% 0.02% 404 -154 -4.03% Q4 2025 Mar 12, 2026
Apollon Wealth Management, LLC History Reduced 3,655 887 0.02% 0.02% 405 -193 -5.02% Q4 2025 Jan 22, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 3,642 884 0.02% 0.02% 406 -26 -0.71% Q4 2025 Feb 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 3,603 875 0.04% 0.15% 407 -4,401 -54.99% Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History Reduced 3,582 870 0.02% 0.02% 408 -89 -2.42% Q4 2025 Feb 04, 2026
Diversified Trust Co History Added to 3,568 866 0.02% 0.01% 409 +1,018 39.92% Q4 2025 Jan 09, 2026
TCTC Holdings, LLC History New 3,561 865 0.03% — 410 +3,561 New Q4 2025 Feb 12, 2026
Ascent Group, LLC History Reduced 3,548 861 0.03% 0.04% 411 -233 -6.16% Q4 2025 Jan 20, 2026
NATIXIS History Reduced 3,490 856 0.0% 0.01% 412 -696 -16.63% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History Added to 3,515 853 0.03% 0.04% 413 +40 1.15% Q4 2025 Feb 04, 2026
EJMK Ventures LLC History New 3,482 845 0.52% — 414 +3,482 New Q4 2025 Mar 03, 2026
PANAGORA ASSET MANAGEMENT INC History New 3,464 841 0.0% — 415 +3,464 New Q4 2025 Feb 13, 2026
BEARING POINT CAPITAL, LLC History New 3,459 840 0.13% — 416 +3,459 New Q4 2025 Feb 10, 2026
Capital Group Private Client Services, Inc. History Reduced 3,442 836 0.01% 0.02% 418 -1,857 -35.04% Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 3,445 836 0.01% 0.01% 417 +1,661 93.11% Q4 2025 Jan 16, 2026
JANUS HENDERSON GROUP PLC History Added to 3,430 833 0.0% 0.0% 419 +63 1.87% Q4 2025 Feb 17, 2026
ALPS ADVISORS INC History Added to 3,429 832 0.0% 0.01% 420 +64 1.9% Q4 2025 Feb 12, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 3,420 830 0.03% 0.03% 421 0 0.0% Q4 2025 Feb 05, 2026
SAGE RHINO CAPITAL LLC History Reduced 3,403 826 0.16% 0.18% 422 -52 -1.51% Q4 2025 Jan 30, 2026
Howard Capital Management Group, LLC History No change 3,375 819 0.05% 0.06% 423 0 0.0% Q4 2025 Jan 16, 2026
J.Safra Asset Management Corp History Added to 3,340 811 0.04% 0.03% 424 +1,624 94.64% Q4 2025 Feb 11, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 3,309 803 0.01% 0.01% 425 +609 22.56% Q4 2025 Feb 12, 2026
Clarius Group, LLC History Reduced 3,282 797 0.05% 0.05% 426 -159 -4.62% Q4 2025 Jan 14, 2026
Lansing Street Advisors History Added to 3,268 793 0.2% 0.14% 427 +1,351 70.47% Q4 2025 Jan 26, 2026
Pure Financial Advisors, LLC History Added to 3,253 790 0.14% 0.01% 429 +634 24.21% Q4 2025 Mar 04, 2026
FDx Advisors, Inc. History Added to 3,253 790 0.4% 0.23% 428 +301 10.2% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History Added to 3,234 787 0.04% 0.04% 430 +366 12.76% Q4 2025 Mar 04, 2026
YHB Investment Advisors, Inc. History Added to 3,231 784 0.05% 0.05% 431 +718 28.57% Q4 2025 Jan 16, 2026
LVW Advisors, LLC History Reduced 3,196 776 0.08% 0.11% 432 -1,005 -23.92% Q4 2025 Jan 14, 2026
Optas, LLC History Reduced 3,148 764 0.12% 0.15% 433 -104 -3.2% Q4 2025 Jan 27, 2026
COMMERCE BANK History Added to 3,132 760 0.0% 0.0% 434 +269 9.4% Q4 2025 Feb 13, 2026
Cordatus Wealth Management LLC History Reduced 3,111 755 0.17% 0.2% 435 -125 -3.86% Q4 2025 Jan 26, 2026
Beacon Pointe Advisors, LLC History Added to 3,104 754 0.01% 0.01% 436 +518 20.03% Q4 2025 Feb 18, 2026
Quantum Portfolio Management LLC History No change 3,108 754 0.33% 0.25% 437 0 0.0% Q4 2025 Feb 12, 2026
DENALI ADVISORS LLC History Reduced 3,088 750 0.08% 0.1% 438 -92 -2.89% Q4 2025 Feb 03, 2026
NBC SECURITIES, INC. History Added to 3,080 748 0.06% 0.05% 439 +796 34.85% Q4 2025 Jan 29, 2026
Wealthspire Advisors, LLC History Added to 3,079 747 0.01% 0.0% 440 +1,612 109.88% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 3,067 744 0.01% 0.02% 441 -372 -10.82% Q4 2025 Jan 07, 2026
Jump Financial, LLC History New 3,053 741 0.01% — 442 +3,053 New Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Added to 3,045 739 0.02% 0.02% 443 +528 20.98% Q4 2025 Feb 03, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 3,039 738 0.05% 0.06% 445 -13 -0.43% Q4 2025 Feb 12, 2026
ForthRight Wealth Management, LLC History No change 3,039 738 0.21% 0.24% 444 0 0.0% Q4 2025 Jan 13, 2026
NORDEN GROUP LLC History Reduced 3,031 736 0.07% 0.11% 446 -871 -22.32% Q4 2025 Jan 13, 2026
EverSource Wealth Advisors, LLC History Added to 2,998 728 0.03% 0.03% 447 +519 20.94% Q4 2025 Feb 06, 2026
D.A. DAVIDSON & CO. History Added to 2,963 719 0.0% 0.0% 448 +86 2.99% Q4 2025 Jan 29, 2026
Balentine LLC History Added to 2,950 716 0.03% 0.01% 449 +2,086 241.44% Q4 2025 Feb 02, 2026
BKM Wealth Management, LLC History Added to 2,947 715 0.26% 0.24% 450 +547 22.79% Q4 2025 Jan 29, 2026
Northwest & Ethical Investments L.P. History No change 2,894 702 0.02% 0.02% 451 0 0.0% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Reduced 2,842 690 0.01% 0.01% 453 -1,061 -27.18% Q4 2025 Feb 13, 2026
ROMAN BUTLER FULLERTON & CO History No change 3,050 690 0.18% 0.21% 452 0 0.0% Q4 2025 Jan 26, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 2,822 685 0.02% 0.02% 454 -276 -8.91% Q4 2025 Jan 23, 2026
Gryphon Financial Partners LLC History Added to 2,804 681 0.07% 0.06% 455 +784 38.81% Q4 2025 Jan 08, 2026
Dynasty Wealth Management, LLC History Reduced 2,775 673 0.01% 0.01% 457 -833 -23.09% Q4 2025 Feb 10, 2026
Trust Point Inc. History Added to 2,773 673 0.05% 0.04% 456 +728 35.6% Q4 2025 Jan 13, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 2,755 669 0.2% 0.19% 458 +360 15.03% Q4 2025 Feb 11, 2026
Circle Wealth Management, LLC History Added to 2,754 668 0.01% 0.01% 459 +780 39.51% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 2,718 660 0.0% — 460 +2,718 New Q4 2025 Feb 05, 2026
Sovran Advisors, LLC History Added to 2,794 658 0.06% 0.06% 461 +167 6.36% Q4 2025 Jan 20, 2026
Versant Capital Management, Inc History Reduced 2,700 655 0.08% 0.14% 462 -1,057 -28.13% Q4 2025 Jan 08, 2026
Argent Trust Co History Added to 2,692 653 0.02% 0.02% 463 +108 4.18% Q4 2025 Feb 10, 2026
Vontobel Holding Ltd. History Added to 2,660 645 0.0% 0.0% 464 +28 1.06% Q4 2025 Feb 13, 2026
Avestar Capital, LLC History Reduced 2,621 636 0.04% 0.05% 465 -45 -1.69% Q4 2025 Feb 10, 2026
TRITONPOINT WEALTH, LLC History Reduced 2,614 634 0.06% 0.09% 466 -1,138 -30.33% Q4 2025 Jan 20, 2026
GUGGENHEIM CAPITAL LLC History New 2,608 633 0.0% — 467 +2,608 New Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Added to 2,600 631 0.01% 0.01% 468 +338 14.94% Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,586 628 0.0% 0.0% 469 +289 12.58% Q4 2025 Feb 12, 2026
Summit Trail Advisors, LLC History Reduced 2,563 622 0.01% 0.02% 470 -1,535 -37.46% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Reduced 2,540 616 0.02% 0.03% 471 -287 -10.15% Q4 2025 Jan 21, 2026
Cetera Trust Company, N.A History Added to 2,520 612 0.33% 0.37% 472 +25 1.0% Q4 2025 Feb 13, 2026
Keel Point, LLC History Reduced 2,477 601 0.04% 0.05% 473 -569 -18.68% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Reduced 2,442 593 0.01% 0.01% 474 -395 -13.92% Q4 2025 Jan 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 2,431 591 0.01% 0.01% 475 -314 -11.44% Q4 2025 Feb 10, 2026
BAHL & GAYNOR INC History No change 2,431 590 0.0% 0.0% 476 0 0.0% Q4 2025 Feb 12, 2026
Future Fund LLC History Reduced 2,416 586 0.19% 0.26% 477 -336 -12.21% Q4 2025 Feb 10, 2026
Virtu Financial LLC History New 2,404 584 0.02% — 478 +2,404 New Q4 2025 Feb 23, 2026
Point72 Asset Management, L.P. History Added to 2,400 582 0.0% 0.0% 479 +1,100 84.62% Q4 2025 Feb 17, 2026
Fiera Capital Corp History New 2,394 581 0.0% — 480 +2,394 New Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Reduced 2,381 578 0.01% 0.29% 481 -36,882 -93.94% Q4 2025 Feb 17, 2026
BIRCH FINANCIAL GROUP, LLC History Added to 2,383 578 0.33% 0.36% 482 +67 2.89% Q4 2025 Jan 15, 2026
Krilogy Financial LLC History New 2,400 575 0.02% — 483 +2,400 New Q4 2025 Jan 27, 2026
Wedmont Private Capital History Added to 2,366 575 0.02% 0.02% 484 +332 16.32% Q4 2025 Jan 08, 2026
Integrated Wealth Concepts LLC History Reduced 2,362 573 0.01% 0.01% 485 -3,271 -58.07% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 2,359 573 0.01% — 486 +2,359 New Q4 2025 Feb 13, 2026
Vest Financial, LLC History Added to 2,349 570 0.01% 0.0% 487 +1,034 78.63% Q4 2025 Jan 30, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 2,350 570 0.03% 0.03% 488 +215 10.07% Q4 2025 Feb 17, 2026
Boreal Capital Management LLC History No change 2,343 569 0.43% 0.5% 489 0 0.0% Q4 2025 Feb 17, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 2,288 555 0.11% 0.12% 491 +168 7.92% Q4 2025 Feb 04, 2026
Pine Haven Investment Counsel, Inc History No change 2,285 555 0.39% 0.44% 490 0 0.0% Q4 2025 Jan 08, 2026
PFG Investments, LLC History Added to 2,243 544 0.03% 0.03% 492 +10 0.45% Q4 2025 Jan 26, 2026
B. Riley Wealth Advisors, Inc. History Added to 2,237 543 0.03% 0.03% 493 +141 6.73% Q4 2025 Feb 17, 2026
Sagewood Asset Management LP History New 2,175 528 0.19% — 494 +2,175 New Q4 2025 Feb 17, 2026
Indivisible Partners History New 2,173 527 0.06% — 496 +2,173 New Q4 2025 Feb 03, 2026
EARNEST PARTNERS LLC History Added to 2,172 527 0.0% 0.0% 495 +104 5.03% Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Reduced 2,145 521 0.02% 0.02% 497 -29 -1.33% Q4 2025 Feb 12, 2026
ANCHYRA PARTNERS LLC History New 2,140 519 0.16% — 498 +2,140 New Q4 2025 Jan 29, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 2,132 517 0.0% 0.0% 499 +801 60.18% Q4 2025 Feb 03, 2026
Western Wealth Management, LLC History Reduced 2,129 517 0.02% 0.03% 500 -7 -0.33% Q4 2025 Feb 05, 2026
Resonant Capital Advisors, LLC History Added to 2,122 515 0.03% 0.03% 501 +95 4.69% Q4 2025 Jan 29, 2026
PARK NATIONAL CORP /OH/ History Added to 2,103 510 0.02% 0.02% 502 +80 3.95% Q4 2025 Jan 05, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 184,100 509 0.12% 0.13% 504 +181,950 8462.79% Q4 2025 Feb 12, 2026
MATHER GROUP, LLC. History Added to 2,096 509 0.01% 0.01% 503 +37 1.8% Q4 2025 Jan 13, 2026
Caitong International Asset Management Co., Ltd History Added to 2,090 507 0.12% 0.1% 505 +1,541 280.69% Q4 2025 Mar 03, 2026
Foster Victor Wealth Advisors, LLC History Added to 2,166 505 0.03% 0.03% 506 +595 37.87% Q4 2025 Jan 26, 2026
Traveka Wealth, LLC History Reduced 2,083 505 0.21% 0.25% 507 -44 -2.07% Q4 2025 Jan 08, 2026
HBK Sorce Advisory LLC History Added to 2,477 503 0.01% 0.02% 508 +25 1.02% Q4 2025 Feb 09, 2026
LCM Capital Management Inc History Reduced 2,052 498 0.24% 0.26% 509 -6 -0.29% Q4 2025 Jan 29, 2026
HANCOCK WHITNEY CORP History Reduced 2,045 496 0.01% 0.01% 510 -33 -1.59% Q4 2025 Feb 17, 2026
XPONANCE LLC History Added to 2,030 493 0.0% 0.0% 511 +214 11.78% Q4 2025 Feb 12, 2026
Frec Markets, Inc. History New 2,018 490 0.14% — 512 +2,018 New Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Added to 2,016 489 0.01% 0.01% 513 +329 19.5% Q4 2025 Feb 03, 2026
SIH Partners, LLLP History New 2,008 487 0.01% — 514 +2,008 New Q4 2025 Feb 17, 2026
Choate Investment Advisors History Added to 2,003 486 0.01% 0.01% 515 +124 6.6% Q4 2025 Feb 09, 2026
Veratis Advisors, Inc. History New 2,418 484 0.38% — 516 +2,418 New Q4 2025 Feb 18, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 1,965 477 0.03% 0.04% 517 -139 -6.61% Q4 2025 Jan 26, 2026
TECTONIC ADVISORS LLC History Reduced 1,960 476 0.03% 0.03% 518 -39 -1.95% Q4 2025 Jan 23, 2026
Savant Capital, LLC History Reduced 1,959 475 0.0% 0.0% 519 -628 -24.28% Q4 2025 Feb 10, 2026
Stokes Family Office, LLC History New 1,935 469 0.04% — 520 +1,935 New Q4 2025 Feb 18, 2026
Fifth Third Wealth Advisors LLC History Added to 1,924 467 0.02% 0.02% 522 +127 7.07% Q4 2025 Jan 15, 2026
Cromwell Holdings LLC History No change 1,923 467 0.25% 0.27% 521 0 0.0% Q4 2025 Jan 20, 2026
Composition Wealth, LLC History Added to 1,920 466 0.01% 0.01% 523 +48 2.56% Q4 2025 Feb 02, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 1,899 461 0.0% 0.0% 524 +63 3.43% Q4 2025 Feb 09, 2026
Golden State Equity Partners History Added to 1,897 460 0.07% 0.08% 525 +49 2.65% Q4 2025 Jan 29, 2026
Gallacher Capital Management LLC History Reduced 1,887 458 0.18% 0.25% 526 -503 -21.05% Q4 2025 Feb 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 1,880 456 0.01% 0.01% 528 -138 -6.84% Q4 2025 Feb 06, 2026
DAVIS R M INC History Added to 1,878 456 0.01% 0.01% 527 +18 0.97% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History New 1,871 454 0.0% — 529 +1,871 New Q4 2025 Feb 17, 2026
Miller Global Investments, LLC History New 1,859 451 0.41% — 530 +1,859 New Q4 2025 Jan 05, 2026
IHT Wealth Management, LLC History Added to 1,849 449 0.01% 0.01% 531 +31 1.71% Q4 2025 Feb 17, 2026
SEEDS INVESTOR LLC History Reduced 1,844 447 0.09% 0.11% 532 -118 -6.01% Q4 2025 Jan 27, 2026
KBC Group NV History No change 1,821 442 0.0% 0.0% 533 0 0.0% Q4 2025 Jan 26, 2026
DAVENPORT & Co LLC History Reduced 1,794 435 0.0% 0.02% 534 -10,738 -85.68% Q4 2025 Jan 12, 2026
MOODY LYNN & LIEBERSON, LLC History Added to 1,794 435 0.02% 0.02% 535 +153 9.32% Q4 2025 Jan 15, 2026
PUREfi Wealth, LLC History Added to 1,784 433 0.33% 0.29% 536 +352 24.58% Q4 2025 Jan 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 1,781 432 0.02% — 538 +1,781 New Q4 2025 Jan 28, 2026
FSM Wealth Advisors, LLC History Reduced 1,782 432 0.06% 0.07% 537 -75 -4.04% Q4 2025 Jan 23, 2026
Sage Mountain Advisors LLC History Added to 1,774 430 0.02% 0.03% 539 +39 2.25% Q4 2025 Jan 23, 2026
GQG Partners LLC History Reduced 1,750 425 0.0% 0.0% 541 -57 -3.15% Q4 2025 Feb 13, 2026
Nicholas Hoffman & Company, LLC. History Added to 1,751 425 0.01% 0.01% 540 +16 0.92% Q4 2025 Feb 02, 2026
THRYVE WEALTH MANAGEMENT LLC History New 1,746 424 0.21% — 542 +1,746 New Q4 2025 Feb 25, 2026
MMA ASSET MANAGEMENT LLC History No change 1,732 420 0.15% 0.15% 543 0 0.0% Q4 2025 Feb 03, 2026
Canopy Partners, LLC History Reduced 1,729 419 0.14% 0.16% 546 -18 -1.03% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 1,729 419 0.0% 0.01% 544 -7 -0.4% Q4 2025 Feb 13, 2026
Five Oceans Advisors History No change 1,726 419 0.15% 0.17% 545 0 0.0% Q4 2025 Jan 16, 2026
OPPENHEIMER & CO INC History Reduced 1,716 416 0.01% 0.01% 547 -616 -26.42% Q4 2025 Feb 02, 2026
Joel Isaacson & Co., LLC History No change 1,708 414 0.01% 0.02% 548 0 0.0% Q4 2025 Jan 30, 2026
Greenspring Advisors, LLC History New 1,703 413 0.03% — 549 +1,703 New Q4 2025 Feb 10, 2026
Aprio Wealth Management, LLC History Reduced 1,394 412 0.02% 0.05% 550 -579 -29.35% Q4 2025 Jan 29, 2026
High Note Wealth, LLC History No change 1,687 409 0.08% 0.09% 551 0 0.0% Q4 2025 Feb 05, 2026
Roehl & Yi Investment Advisors, LLC History New 1,679 407 0.16% — 552 +1,679 New Q4 2025 Feb 17, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 1,670 405 0.02% 0.04% 553 -896 -34.92% Q4 2025 Feb 11, 2026
Corient IA LLC History Reduced 1,660 403 0.38% 0.5% 555 -840 -33.6% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 1,661 403 0.0% 0.0% 554 +787 90.05% Q4 2025 Feb 17, 2026
Journey Advisory Group, LLC History Reduced 1,645 399 0.03% 0.07% 556 -1,739 -51.39% Q4 2025 Jan 27, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 1,645 399 0.01% 0.02% 557 -681 -29.28% Q4 2025 Feb 13, 2026
Baron Wealth Management LLC History Reduced 1,643 399 0.12% 0.15% 558 -80 -4.64% Q4 2025 Jan 14, 2026
Warther Private Wealth, LLC History No change 1,642 398 0.1% 0.1% 559 0 0.0% Q4 2025 Feb 18, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 1,631 396 0.0% 0.03% 560 -116,910 -98.62% Q4 2025 Feb 12, 2026
AlTi Global, Inc. History Added to 1,632 396 0.01% 0.01% 561 +287 21.34% Q4 2025 Feb 13, 2026
Addison Advisors LLC History Reduced 1,634 396 0.09% 0.1% 562 -6 -0.37% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 1,630 395 0.01% 0.01% 564 +236 16.93% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Reduced 1,630 395 0.0% 0.0% 563 -206 -11.22% Q4 2025 Feb 17, 2026
Mengis Capital Management, Inc. History Reduced 1,620 393 0.07% 0.09% 566 -175 -9.75% Q4 2025 Mar 05, 2026
American Trust Investment Advisors, LLC History No change 1,620 393 0.21% 0.22% 565 0 0.0% Q4 2025 Feb 17, 2026
Diversified Enterprises, LLC History Added to 1,608 390 0.02% 0.02% 567 +492 44.09% Q4 2025 Jan 28, 2026
Bond & Devick Financial Network, Inc. History Added to 1,600 388 0.11% 0.1% 569 +390 32.23% Q4 2025 Jan 14, 2026
Texas Yale Capital Corp. History Added to 1,601 388 0.01% 0.01% 568 +240 17.63% Q4 2025 Feb 10, 2026
Bayesian Capital Management, LP History New 1,578 383 0.88% — 571 +1,578 New Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History New 1,577 383 0.05% — 570 +1,577 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 1,571 381 0.0% 0.0% 572 -408 -20.62% Q4 2025 Mar 20, 2026
Values First Advisors, Inc. History New 1,566 380 0.2% — 573 +1,566 New Q4 2025 Jan 30, 2026
a16z Perennial Management, L.P. History Added to 1,544 375 0.03% 0.02% 574 +411 36.28% Q4 2025 Feb 10, 2026
Icon Wealth Advisors, LLC History Reduced 1,527 374 0.02% 0.03% 575 -38 -2.43% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 1,525 370 0.01% 0.01% 577 +117 8.31% Q4 2025 Jan 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 1,527 370 0.01% 0.01% 576 +38 2.55% Q4 2025 Feb 12, 2026
Sunpointe, LLC History Reduced 1,507 366 0.12% 0.15% 578 -97 -6.05% Q4 2025 Jan 23, 2026
Merrion Investment Management Co, LLC History Reduced 1,500 364 0.2% 0.25% 579 -120 -7.41% Q4 2025 Feb 17, 2026
R Squared Ltd History Reduced 1,497 363 0.17% 0.28% 580 -962 -39.12% Q4 2025 Jan 30, 2026
Harvest Portfolios Group Inc. History Added to 1,493 362 0.01% 0.01% 581 +43 2.97% Q4 2025 Feb 06, 2026
Focus Partners Advisor Solutions, LLC History Reduced 1,469 356 0.0% 0.01% 582 -590 -28.65% Q4 2025 Feb 11, 2026
Malaga Cove Capital, LLC History New 1,458 354 0.12% — 584 +1,458 New Q4 2025 Feb 09, 2026
Brookstone Capital Management History Added to 1,459 354 0.0% 0.0% 583 +275 23.23% Q4 2025 Jan 15, 2026
Apella Capital, LLC History Reduced 1,433 348 0.01% 0.01% 585 -86 -5.66% Q4 2025 Jan 21, 2026
Granite Group Advisors, LLC History No change 1,433 348 0.2% 0.23% 586 0 0.0% Q4 2025 Jan 13, 2026
SEVEN MILE ADVISORY History Reduced 1,432 347 0.06% 0.09% 587 -757 -34.58% Q4 2025 Feb 13, 2026
Strategic Global Advisors, LLC History Reduced 1,428 346 0.05% 0.09% 588 -898 -38.61% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,423 345 0.0% 0.0% 589 -26 -1.79% Q4 2025 Feb 09, 2026
MARIETTA INVESTMENT PARTNERS LLC History Reduced 1,416 343 0.07% 1.19% 590 -21,735 -93.88% Q4 2025 Feb 10, 2026
Wealthstar Advisors, LLC History Reduced 1,414 343 0.15% 0.17% 592 -214 -13.14% Q4 2025 Jan 30, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 1,415 343 0.23% 0.23% 593 +142 11.15% Q4 2025 Feb 04, 2026
Avior Wealth Management, LLC History Reduced 1,414 343 0.01% 0.01% 591 -14 -0.98% Q4 2025 Jan 06, 2026
CWA Asset Management Group, LLC History Reduced 1,401 340 0.01% 0.02% 596 -139 -9.03% Q4 2025 Jan 07, 2026
PRIVATE TRUST CO NA History Added to 1,401 340 0.03% 0.03% 594 +36 2.64% Q4 2025 Jan 26, 2026
Banco BTG Pactual S.A. History No change 1,400 340 0.06% 0.05% 595 0 0.0% Q4 2025 Feb 12, 2026
DGS Capital Management, LLC History Reduced 1,399 339 0.06% 0.09% 597 -451 -24.38% Q4 2025 Feb 24, 2026
Athena Wealth Management, LLC History New 1,393 338 0.33% — 598 +1,393 New Q4 2025 Apr 17, 2026
S.A. Mason LLC History Reduced 1,384 336 0.13% 0.21% 600 -390 -21.98% Q4 2025 Jan 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 1,387 336 0.0% 0.01% 599 +82 6.28% Q4 2025 Feb 09, 2026
CERTUITY, LLC History Reduced 1,378 334 0.02% 0.03% 601 -305 -18.12% Q4 2025 Jan 30, 2026
Johnson Financial Group, Inc. History Reduced 1,365 331 0.01% 0.01% 602 -66 -4.61% Q4 2025 Feb 12, 2026
CHANNING GLOBAL ADVISORS, LLC History Added to 1,361 330 0.21% 0.21% 603 +241 21.52% Q4 2025 Feb 10, 2026
Legacy Capital Wealth Partners, LLC History Reduced 1,349 327 0.07% 0.08% 604 -3 -0.22% Q4 2025 Jan 16, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 1,342 325 0.03% 0.02% 605 +390 40.97% Q4 2025 Jan 12, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 1,341 325 0.08% 0.08% 606 -60 -4.28% Q4 2025 Jan 08, 2026
Arete Wealth Advisors, LLC History Added to 1,332 324 0.02% 0.02% 607 +57 4.47% Q4 2025 Feb 13, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 1,324 321 0.01% 0.01% 608 +442 50.11% Q4 2025 Feb 18, 2026
D'Orazio & Associates, Inc. History Reduced 1,322 321 0.04% 0.05% 609 -23 -1.71% Q4 2025 Feb 04, 2026
Linscomb Wealth, Inc. History No change 1,318 320 0.01% 0.02% 610 0 0.0% Q4 2025 Feb 10, 2026
True North Advisors, LLC History New 1,308 317 0.04% — 611 +1,308 New Q4 2025 Jan 22, 2026
OneAscent Family Office, LLC History New 1,289 313 0.21% — 612 +1,289 New Q4 2025 Feb 11, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Added to 1,287 312 0.16% 0.17% 613 +19 1.5% Q4 2025 Jan 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 1,282 311 0.01% 0.01% 614 +30 2.4% Q4 2025 Feb 19, 2026
ARWA LLC History New 1,264 307 0.18% — 615 +1,264 New Q4 2025 Feb 27, 2026
South Shore Capital Advisors History New 1,254 304 0.22% — 616 +1,254 New Q4 2025 Jan 21, 2026
INGALLS & SNYDER LLC History No change 1,249 303 0.01% 0.01% 617 0 0.0% Q4 2025 Feb 13, 2026
Clear Harbor Asset Management, LLC History No change 1,247 302 0.02% 0.02% 618 0 0.0% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 1,232 299 0.0% 0.0% 621 -381 -23.62% Q4 2025 Feb 11, 2026
Empower Advisory Group, LLC History Added to 1,231 299 0.0% 0.0% 620 +131 11.91% Q4 2025 Feb 12, 2026
Clark Capital Management Group, Inc. History Reduced 1,231 299 0.0% 0.0% 619 -2 -0.16% Q4 2025 Feb 17, 2026
Aspen Grove Capital, LLC History Reduced 1,226 298 0.05% 0.07% 622 -284 -18.81% Q4 2025 Feb 17, 2026
Foster Group, Inc. History Reduced 1,226 297 0.01% 0.01% 625 -253 -17.11% Q4 2025 Jan 12, 2026
180 WEALTH ADVISORS, LLC History Added to 1,223 297 0.03% 0.03% 623 +185 17.82% Q4 2025 Jan 09, 2026
Summit Financial, LLC History Added to 1,224 297 0.0% 0.0% 624 +30 2.51% Q4 2025 Feb 13, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 1,219 296 0.05% 0.06% 627 -212 -14.81% Q4 2025 Jan 07, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 1,220 296 0.02% 0.02% 626 -2 -0.16% Q4 2025 Jan 07, 2026
MQS Management LLC History New 1,205 292 0.17% — 628 +1,205 New Q4 2025 Feb 09, 2026
EWA, LLC History Added to 1,203 292 0.07% 0.08% 629 +80 7.12% Q4 2025 Feb 03, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 1,206 292 0.07% 0.08% 630 -11 -0.9% Q4 2025 Feb 02, 2026
Hoxton Planning & Management, LLC History Reduced 1,205 292 0.09% 0.1% 631 -1 -0.08% Q4 2025 Feb 11, 2026
PALLADIEM, LLC History New 1,181 288 0.27% — 632 +1,181 New Q4 2025 Feb 11, 2026
BSW Wealth Partners History Reduced 1,178 286 0.03% 0.04% 633 -90 -7.1% Q4 2025 Jan 23, 2026
American Trust History Added to 1,174 285 0.02% 0.02% 634 +210 21.78% Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Added to 1,167 283 0.02% 0.02% 635 +6 0.52% Q4 2025 Feb 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 1,160 281 0.0% 0.0% 636 +15 1.31% Q4 2025 Jan 29, 2026
CENTRAL TRUST Co History Added to 1,148 278 0.01% 0.01% 637 +104 9.96% Q4 2025 Feb 02, 2026
Sepio Capital, LP History New 1,140 276 0.02% — 639 +1,140 New Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Added to 1,138 276 0.01% 0.01% 638 +119 11.68% Q4 2025 Jan 14, 2026
Voya Financial Advisors, Inc. History New 1,115 274 0.03% — 640 +1,115 New Q4 2025 Feb 13, 2026
Private Advisory Group LLC History Added to 1,132 274 0.02% 0.02% 641 +5 0.44% Q4 2025 Jan 15, 2026
TritonPoint Partners, LLC History New 1,115 270 0.14% — 644 +1,115 New Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 1,112 270 0.01% 0.01% 643 +324 41.12% Q4 2025 Jan 20, 2026
J.W. COLE ADVISORS, INC. History Reduced 1,262 270 0.01% 0.01% 642 -16 -1.25% Q4 2025 Feb 11, 2026
SVB WEALTH LLC History Reduced 1,110 269 0.02% 0.02% 645 -97 -8.04% Q4 2025 Feb 04, 2026
SYM FINANCIAL Corp History Reduced 1,103 267 0.03% 0.04% 646 -241 -17.93% Q4 2025 Feb 13, 2026
Rosenberg Matthew Hamilton History Reduced 1,095 265 0.05% 0.07% 647 -199 -15.38% Q4 2025 Jan 05, 2026
LYELL WEALTH MANAGEMENT, LP History New 1,087 264 0.02% — 649 +1,087 New Q4 2025 Feb 12, 2026
Hardy Reed LLC History Reduced 1,087 264 0.02% 0.03% 650 -347 -24.2% Q4 2025 Feb 06, 2026
Financial Engines Advisors L.L.C. History Reduced 1,087 264 0.0% 0.0% 648 -70 -6.05% Q4 2025 Feb 12, 2026
Argos Wealth Advisors, LLC History New 1,085 263 0.07% — 651 +1,085 New Q4 2025 Feb 04, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,079 262 0.0% 0.0% 652 +135 14.3% Q4 2025 Jan 28, 2026
Syverson Strege & Co History Reduced 1,067 259 0.06% 0.08% 653 -130 -10.86% Q4 2025 Feb 09, 2026
BBR PARTNERS, LLC History Reduced 1,063 258 0.01% 0.03% 654 -1,073 -50.23% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Added to 1,063 258 0.01% 0.01% 655 +110 11.54% Q4 2025 Feb 02, 2026
Braun-Bostich & Associates Inc. History Added to 1,060 257 0.16% 0.18% 657 +8 0.76% Q4 2025 Jan 14, 2026
FLC Capital Advisors History No change 1,059 257 0.05% 0.05% 656 0 0.0% Q4 2025 Feb 11, 2026
Capital Analysts, LLC History Reduced 1,054 256 0.01% 0.01% 658 -86 -7.54% Q4 2025 Feb 11, 2026
Integrated Investment Consultants, LLC History New 1,052 255 0.05% — 659 +1,052 New Q4 2025 Mar 03, 2026
Badgley Phelps Wealth Managers, LLC History Added to 1,050 255 0.0% 0.01% 660 +35 3.45% Q4 2025 Jan 28, 2026
CURA WEALTH ADVISORS, LLC History Reduced 1,050 255 0.1% 0.11% 662 -17 -1.59% Q4 2025 Jan 23, 2026
Centennial Bank/AR/ History No change 1,050 255 0.1% 0.11% 661 0 0.0% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Added to 1,040 252 0.01% 0.01% 663 +185 21.64% Q4 2025 Jan 29, 2026
HUB Investment Partners, LLC History Added to 1,036 251 0.01% 0.01% 664 +33 3.29% Q4 2025 Feb 17, 2026
Impact Capital Partners LLC History Reduced 1,028 249 0.07% 0.1% 666 -167 -13.97% Q4 2025 Jan 07, 2026
Focus Financial Network, Inc. History Reduced 1,026 249 0.01% 0.01% 665 -93 -8.31% Q4 2025 Jan 12, 2026
Entelevest, LLC History New 1,023 248 0.25% — 668 +1,023 New Q4 2025 Feb 11, 2026
WRAPMANAGER INC History Reduced 1,025 248 0.08% 0.11% 667 -300 -22.64% Q4 2025 Feb 06, 2026
SPIREPOINT PRIVATE CLIENT, LLC History New 1,015 246 0.02% — 669 +1,015 New Q4 2025 Jan 22, 2026
Baird Financial Group, Inc. History Added to 1,011 245 0.0% 0.0% 671 +215 27.01% Q4 2025 Feb 13, 2026
FIRST HORIZON CORP History Reduced 1,009 245 0.01% 0.01% 670 -94 -8.52% Q4 2025 Jan 27, 2026
CI INVESTMENTS INC. History Reduced 1,002 243 0.0% 0.0% 672 -200 -16.64% Q4 2025 Feb 12, 2026
AA Financial Advisors, LLC History Added to 1,004 243 0.04% 0.05% 673 +24 2.45% Q4 2025 Jan 14, 2026
44 WEALTH MANAGEMENT LLC History New 999 242 0.08% — 674 +999 New Q4 2025 Feb 09, 2026
EARNED WEALTH ADVISORS, LLC History Added to 1,000 242 0.08% 0.04% 675 +193 23.92% Q4 2025 Jan 27, 2026
Werba Rubin Papier Wealth Management History Added to 999 242 0.07% 0.04% 676 +4 0.4% Q4 2025 Jan 27, 2026
SBI Securities Co., Ltd. History Reduced 994 241 0.01% 0.01% 679 -248 -19.97% Q4 2025 Feb 03, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 996 241 0.04% 0.05% 678 -71 -6.65% Q4 2025 Jan 26, 2026
Capital Investment Advisory Services, LLC History Reduced 995 241 0.02% 0.02% 677 -5 -0.5% Q4 2025 Jan 21, 2026
Busey Bank History New 988 239 0.01% — 680 +988 New Q4 2025 Jan 27, 2026
Red Door Wealth Management, LLC History New 959 232 0.02% — 681 +959 New Q4 2025 Jan 20, 2026
EVOKE WEALTH, LLC History Added to 950 230 0.0% 0.0% 682 +49 5.44% Q4 2025 Feb 06, 2026
Mesirow Financial Investment Management, Inc. History Reduced 935 227 0.0% 0.01% 683 -2,168 -69.87% Q4 2025 Feb 05, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 935 227 0.05% 0.15% 684 -1,517 -61.87% Q4 2025 Feb 02, 2026
Klingman & Associates, LLC History Reduced 929 225 0.01% 0.01% 685 -111 -10.67% Q4 2025 Jan 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 922 224 0.0% 0.0% 686 -33 -3.46% Q4 2025 Feb 12, 2026
Community Financial Services Group, LLC History No change 925 224 0.04% 0.05% 687 0 0.0% Q4 2025 Jan 15, 2026
Schrum Private Wealth Management LLC History No change 925 224 0.17% 0.18% 688 0 0.0% Q4 2025 Feb 17, 2026
Trek Financial, LLC History New 919 223 0.01% — 690 +919 New Q4 2025 Feb 04, 2026
Rathbones Group PLC History No change 919 223 0.0% 0.0% 689 0 0.0% Q4 2025 Feb 06, 2026
Carnegie Investment Counsel History No change 917 222 0.0% 0.0% 691 0 0.0% Q4 2025 Jan 23, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 910 221 0.02% 0.02% 692 -45 -4.71% Q4 2025 Jan 13, 2026
Breakwater Capital Group History No change 907 220 0.03% 0.04% 693 0 0.0% Q4 2025 Jan 09, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 880 218 0.01% 0.02% 694 +15 1.73% Q4 2025 Feb 13, 2026
American Institute for Advanced Investment Management, LLP History No change 900 218 0.14% 0.16% 695 0 0.0% Q4 2025 Feb 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 895 217 0.04% — 697 +895 New Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 894 217 0.01% 0.01% 696 +61 7.32% Q4 2025 Jan 20, 2026
King Wealth Management Group History New 886 215 0.03% — 699 +886 New Q4 2025 Feb 09, 2026
Baker Avenue Asset Management, LP History Added to 888 215 0.0% 0.01% 698 +59 7.12% Q4 2025 Feb 10, 2026
Interchange Capital Partners, LLC History Added to 885 214 0.04% 0.04% 700 +116 15.08% Q4 2025 Jan 30, 2026
Moors & Cabot, Inc. History New 880 213 0.01% — 701 +880 New Q4 2025 Feb 10, 2026
Euro Pacific Asset Management, LLC History Added to 870 213 0.02% 0.03% 702 +47 5.71% Q4 2025 Jan 21, 2026
Waterway Wealth Management, LLC History Added to 865 210 0.05% 0.05% 703 +35 4.22% Q4 2025 Feb 17, 2026
Blueshift Asset Management, LLC History Reduced 863 209 0.06% 0.11% 704 -468 -35.16% Q4 2025 Feb 13, 2026
Third View Private Wealth, LLC History New 856 207 0.03% — 705 +856 New Q4 2025 Jan 23, 2026
SCS Capital Management LLC History New 851 206 0.0% — 706 +851 New Q4 2025 Feb 10, 2026
OneAscent Financial Services LLC History New 849 206 0.02% — 707 +849 New Q4 2025 Feb 11, 2026
Knights of Columbus Asset Advisors LLC History Reduced 845 205 0.01% 0.02% 708 -560 -39.86% Q4 2025 Feb 09, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 840 204 0.01% 0.01% 709 +9 1.08% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 779 189 0.0% 0.0% 710 -1,224 -61.11% Q4 2025 Feb 17, 2026
Brentview Investment Management LLC History No change 755 183 0.08% 0.09% 711 0 0.0% Q4 2025 Feb 10, 2026
Beutel, Goodman & Co Ltd. History No change 750 182 0.0% 0.0% 712 0 0.0% Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 740 179 0.01% 0.01% 713 +43 6.17% Q4 2025 Jan 14, 2026
CX Institutional History Reduced 726 176 0.01% 0.02% 714 -1,235 -62.98% Q4 2025 Feb 02, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 673 163 0.0% 0.0% 715 -115 -14.59% Q4 2025 Jan 28, 2026
ORG Wealth Partners, LLC History Reduced 667 162 0.04% 0.04% 716 -20 -2.91% Q4 2025 Jan 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 651 158 0.04% 0.07% 717 -22 -3.27% Q4 2025 Feb 09, 2026
180 GPS Investments IC Ltd History Reduced 621 150 0.12% 1.61% 718 -9,785 -94.03% Q4 2025 Feb 13, 2026
Grove Bank & Trust History Added to 613 148 0.02% 0.02% 719 +21 3.55% Q4 2025 Jan 08, 2026
Hillsdale Investment Management Inc. History New 585 142 0.0% — 720 +585 New Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Added to 582 141 0.01% 0.01% 721 +70 13.67% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Reduced 580 140 0.0% 0.0% 722 -184 -24.08% Q4 2025 Feb 06, 2026
SageView Advisory Group, LLC History New 567 137 0.0% — 723 +567 New Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 552 134 0.0% 0.0% 724 +311 129.05% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Reduced 547 132 0.0% 0.05% 725 -12,757 -95.89% Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Added to 541 131 0.01% 0.01% 726 +113 26.4% Q4 2025 Feb 10, 2026
Raiffeisen Bank International AG History No change 619 127 0.0% 0.0% 727 0 0.0% Q4 2025 Feb 12, 2026
UMB Bank, n.a. History Reduced 511 124 0.0% 0.0% 728 -337 -39.74% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 499 121 0.0% 0.0% 729 +12 2.46% Q4 2025 Feb 09, 2026
Independence Bank of Kentucky History Added to 489 118 0.01% 0.02% 731 +39 8.67% Q4 2025 Jan 20, 2026
Steigerwald, Gordon & Koch Inc. History Added to 488 118 0.01% 0.01% 732 +23 4.95% Q4 2025 Jan 23, 2026
Westside Investment Management, Inc. History No change 502 118 0.02% 0.02% 730 0 0.0% Q4 2025 Jan 23, 2026
Pinnacle Bancorp, Inc. History Added to 476 115 0.03% 0.04% 733 +9 1.93% Q4 2025 Jan 22, 2026
Fortitude Family Office, LLC History No change 477 115 0.03% 0.03% 734 0 0.0% Q4 2025 Jan 15, 2026
HARBOUR INVESTMENTS, INC. History Reduced 466 113 0.0% 0.0% 735 -9 -1.89% Q4 2025 Feb 09, 2026
ATLAS CAPITAL ADVISORS INC. History New 463 112 0.01% — 736 +463 New Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History Added to 457 110 0.01% 0.01% 737 +37 8.81% Q4 2025 Jan 30, 2026
Ramirez Asset Management, Inc. History No change 450 109 0.01% 0.02% 738 0 0.0% Q4 2025 Feb 11, 2026
Wealth Preservation Advisors, LLC History Reduced 445 108 0.05% 0.07% 739 -1 -0.22% Q4 2025 Feb 23, 2026
Elyxium Wealth, LLC History New 431 104 0.03% — 740 +431 New Q4 2025 Feb 05, 2026
CENTAURUS FINANCIAL, INC. History New 415 101 0.0% — 743 +415 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 418 101 0.01% 0.01% 742 -174 -29.39% Q4 2025 Feb 10, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 415 101 0.03% 0.05% 741 -128 -23.57% Q4 2025 Feb 10, 2026
EASTERN BANK History Reduced 419 101 0.0% 0.0% 744 -66 -13.61% Q4 2025 Jan 14, 2026
Clearstead Trust, LLC History Reduced 387 94 0.01% 0.02% 746 -67 -14.76% Q4 2025 Feb 09, 2026
Salomon & Ludwin, LLC History Reduced 393 94 0.01% 0.01% 747 -13 -3.2% Q4 2025 Jan 28, 2026
FIL Ltd History Added to 390 94 0.0% 0.0% 745 +7 1.83% Q4 2025 Feb 17, 2026
SYNTAX RESEARCH, INC. History No change 370 89 0.05% 0.06% 748 0 0.0% Q4 2025 Feb 02, 2026
Smithfield Trust Co History Reduced 372 88 0.0% 0.01% 749 -191 -33.93% Q4 2025 Feb 09, 2026
Rakuten Securities, Inc. History Added to 339 82 0.03% 0.01% 750 +269 384.29% Q4 2025 Jan 29, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 333 81 0.0% — 751 +333 New Q4 2025 Jan 21, 2026
WPG Advisers, LLC History Reduced 330 80 0.06% 0.07% 752 -5 -1.49% Q4 2025 Jan 28, 2026
State of Wyoming History Reduced 326 79 0.01% 0.01% 754 -30 -8.43% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Added to 329 79 0.0% 0.0% 753 +21 6.82% Q4 2025 Feb 06, 2026
Bayforest Capital Ltd History Reduced 319 77 0.06% 0.06% 755 -117 -26.83% Q4 2025 Jan 27, 2026
HM PAYSON & CO History Reduced 308 74 0.0% 0.0% 756 -946 -75.44% Q4 2025 Feb 12, 2026
Anchor Investment Management, LLC History No change 274 66 0.01% 0.01% 757 0 0.0% Q4 2025 Feb 26, 2026
Cornerstone Planning Group LLC History Added to 276 65 0.01% — 759 +252 1050.0% Q4 2025 Feb 02, 2026
Bogart Wealth, LLC History No change 271 65 0.0% 0.0% 758 0 0.0% Q4 2025 Jan 30, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 264 64 0.0% 0.01% 760 +20 8.2% Q4 2025 Jan 07, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 259 62 0.0% 0.01% 761 -1,746 -87.08% Q4 2025 Feb 05, 2026
Colonial Trust Co / SC History Added to 253 61 0.01% 0.0% 762 +167 194.19% Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Added to 250 60 0.01% 0.0% 763 +126 101.61% Q4 2025 Feb 13, 2026
MASECO LLP History New 240 58 0.0% — 765 +240 New Q4 2025 Jan 22, 2026
Cherry Tree Wealth Management, LLC History No change 241 58 0.01% 0.01% 764 0 0.0% Q4 2025 Feb 10, 2026
YANKCOM Partnership History New 228 55 0.02% — 768 +228 New Q4 2025 Jan 20, 2026
Ancora Advisors LLC History Added to 229 55 0.0% 0.0% 766 +206 895.65% Q4 2025 Feb 17, 2026
Key FInancial Inc History No change 229 55 0.01% 0.01% 767 0 0.0% Q4 2025 Feb 09, 2026
Whipplewood Advisors, LLC History Added to 216 52 0.03% 0.03% 769 +14 6.93% Q4 2025 Feb 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 208 50 0.02% — 770 +208 New Q4 2025 Jan 20, 2026
Greenline Wealth Management LLC History New 208 50 0.05% — 772 +208 New Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 207 50 0.01% 0.01% 771 +7 3.5% Q4 2025 Jan 20, 2026
DV Trading LLC History New 205 49 0.0% — 773 +205 New Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 187 49 0.02% 0.01% 774 +150 405.41% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History No change 200 48 0.0% 0.0% 775 0 0.0% Q4 2025 Jan 28, 2026
LRI Investments, LLC History Added to 194 47 0.0% 0.0% 777 +13 7.18% Q4 2025 Feb 04, 2026
Financial Gravity Asset Management, Inc. History No change 194 47 0.01% 0.01% 776 0 0.0% Q4 2025 Feb 13, 2026
SHP Wealth Management History New 194 46 0.0% — 778 +194 New Q4 2025 Mar 04, 2026
MidFirst Bank History New 188 45 0.0% — 779 +188 New Q4 2025 Feb 25, 2026
Physician Wealth Advisors, Inc. History Added to 185 44 0.01% 0.01% 781 +21 12.8% Q4 2025 Jan 29, 2026
Financial Management Professionals, Inc. History Reduced 182 44 0.0% 0.01% 780 -17 -8.54% Q4 2025 Jan 27, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 178 43 0.0% 0.0% 782 +154 641.67% Q4 2025 Jan 20, 2026
JFS WEALTH ADVISORS, LLC History Added to 179 43 0.0% 0.0% 783 +11 6.55% Q4 2025 Jan 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 180 43 0.0% 0.0% 784 0 0.0% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Added to 175 42 0.0% 0.0% 785 +5 2.94% Q4 2025 Jan 13, 2026
Beaird Harris Wealth Management, LLC History No change 170 41 0.0% 0.0% 786 0 0.0% Q4 2025 Feb 23, 2026
DAGCO, INC. History No change 168 40 0.01% 0.01% 787 0 0.0% Q4 2025 Jan 08, 2026
Bruce G. Allen Investments, LLC History Reduced 152 36 0.02% 0.03% 790 -6 -3.8% Q4 2025 Feb 10, 2026
GW&K Investment Management, LLC History No change 148 36 0.0% 0.0% 788 0 0.0% Q4 2025 Feb 11, 2026
HHM Wealth Advisors, LLC History No change 152 36 0.0% 0.0% 789 0 0.0% Q4 2025 Jan 22, 2026
Provenance Wealth Advisors, LLC History No change 149 36 0.0% 0.01% 791 0 0.0% Q4 2025 Jan 26, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 146 35 0.01% 0.0% 792 +129 758.82% Q4 2025 Feb 09, 2026
GoalVest Advisory LLC History New 143 34 0.01% — 794 +143 New Q4 2025 Jan 05, 2026
Bell Investment Advisors, Inc History Added to 142 34 0.01% 0.0% 795 +98 222.73% Q4 2025 Feb 24, 2026
Kozak & Associates, Inc. History No change 140 34 0.01% 0.01% 793 0 0.0% Q4 2025 Jan 12, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 143 34 0.05% 0.07% 796 0 0.0% Q4 2025 Jan 28, 2026
Hilltop National Bank History Reduced 135 32 0.01% 0.01% 798 -16 -10.6% Q4 2025 Jan 07, 2026
Frazier Financial Advisors, LLC History No change 135 32 0.02% 0.02% 797 0 0.0% Q4 2025 Feb 09, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 131 31 0.01% 0.01% 800 -21 -13.82% Q4 2025 Jan 15, 2026
Founders Capital Management History No change 131 31 0.02% 0.02% 799 0 0.0% Q4 2025 Jan 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 127 30 0.0% 0.0% 801 +4 3.25% Q4 2025 Feb 06, 2026
ALBION FINANCIAL GROUP /UT History No change 127 30 0.0% 0.0% 802 0 0.0% Q4 2025 Jan 21, 2026
MOTCO History No change 125 30 0.0% 0.0% 803 0 0.0% Q4 2025 Feb 06, 2026
Princeton Global Asset Management LLC History No change 125 30 0.0% 0.01% 804 0 0.0% Q4 2025 Jan 20, 2026
Financial Perspectives, Inc History No change 125 30 0.01% 0.01% 805 0 0.0% Q4 2025 Jan 28, 2026
Community Bank, N.A. History No change 121 29 0.0% 0.0% 806 0 0.0% Q4 2025 Feb 04, 2026
Private Wealth Asset Management, LLC History No change 121 29 0.0% 0.0% 807 0 0.0% Q4 2025 Feb 10, 2026
BAYBAN History New 116 28 0.02% — 811 +116 New Q4 2025 Mar 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 116 28 0.0% 0.0% 808 0 0.0% Q4 2025 Feb 11, 2026
ADIRONDACK TRUST CO History No change 118 28 0.01% 0.01% 809 0 0.0% Q4 2025 Jan 08, 2026
CVA Family Office, LLC History No change 118 28 0.0% 0.0% 810 0 0.0% Q4 2025 Jan 12, 2026
Aventus Investment Advisors, Inc. History No change 110 26 0.02% 0.02% 812 0 0.0% Q4 2025 Jan 14, 2026
Sound Income Strategies, LLC History Added to 111 25 0.0% 0.0% 814 +58 109.43% Q4 2025 Jan 21, 2026
Ninety One UK Ltd History No change 107 25 0.0% 0.0% 813 0 0.0% Q4 2025 Jan 27, 2026
Copia Wealth Management History No change 106 25 0.02% 0.02% 815 0 0.0% Q4 2025 Feb 06, 2026
Rossby Financial, LCC History Added to 99 24 0.01% 0.01% 818 +17 20.73% Q4 2025 Feb 12, 2026
Lavaca Capital LLC History No change 100 24 0.0% 0.0% 816 0 0.0% Q4 2025 Feb 13, 2026
Ulland Investment Advisors, LLC History No change 100 24 0.02% 0.02% 817 0 0.0% Q4 2025 Jan 08, 2026
True Wealth Design, LLC History Reduced 98 23 0.01% 0.01% 821 -33 -25.19% Q4 2025 Jan 08, 2026
TD Capital Management LLC History Added to 95 23 0.0% 0.0% 819 +7 7.95% Q4 2025 Feb 26, 2026
Center for Financial Planning, Inc. History No change 98 23 0.0% 0.0% 820 0 0.0% Q4 2025 Feb 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 96 23 0.0% 0.0% 822 0 0.0% Q4 2025 Jan 22, 2026
Winch Advisory Services, LLC History No change 91 22 0.0% 0.01% 823 0 0.0% Q4 2025 Feb 03, 2026
SJS Investment Consulting Inc. History New 88 21 0.0% — 826 +88 New Q4 2025 Jan 21, 2026
TFC Financial Management, Inc. History New 87 21 0.0% — 825 +87 New Q4 2025 Jan 23, 2026
Prestige Wealth Management Group LLC History No change 87 21 0.0% 0.0% 824 0 0.0% Q4 2025 Feb 11, 2026
WealthCollab, LLC History No change 83 20 0.01% 0.01% 827 0 0.0% Q4 2025 Jan 27, 2026
Glen Eagle Advisors, LLC History No change 85 20 0.0% 0.0% 828 0 0.0% Q4 2025 Feb 13, 2026
Perkins Coie Trust Co History Reduced 80 19 0.0% 0.01% 829 -120 -60.0% Q4 2025 Jan 12, 2026
IMG Wealth Management, Inc. History No change 75 18 0.01% 0.01% 830 0 0.0% Q4 2025 Feb 05, 2026
Evelyn Partners Investment Management Services Ltd History No change 76 18 0.0% 0.0% 831 0 0.0% Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History New 74 17 0.01% — 833 +74 New Q4 2025 Feb 17, 2026
Global Trust Asset Management, LLC History Added to 72 17 0.01% 0.01% 832 +24 50.0% Q4 2025 Jan 20, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 69 16 0.0% 0.0% 834 -177 -71.95% Q4 2025 Feb 03, 2026
United Financial Planning Group LLC History New 66 16 0.01% — 840 +66 New Q4 2025 Feb 11, 2026
FINANCIAL CONSULATE, INC History Added to 69 16 0.0% 0.0% 836 +39 130.0% Q4 2025 Jan 22, 2026
Financial Network Wealth Advisors LLC History Reduced 66 16 0.02% 0.03% 838 -21 -24.14% Q4 2025 Feb 13, 2026
Dogwood Wealth Management LLC History Added to 69 16 0.01% 0.01% 839 +2 2.99% Q4 2025 Feb 04, 2026
Mirae Asset Global Investments Co., Ltd. History No change 69 16 0.0% 0.0% 835 0 0.0% Q4 2025 Jan 26, 2026
Eukles Asset Management History No change 69 16 0.01% 0.01% 837 0 0.0% Q4 2025 Feb 09, 2026
TUCKER ASSET MANAGEMENT LLC History New 62 15 0.0% — 841 +62 New Q4 2025 Feb 05, 2026
MONTAG A & ASSOCIATES INC History Reduced 60 14 0.0% 0.0% 843 -162 -72.97% Q4 2025 Feb 02, 2026
Triumph Capital Management History New 61 14 0.0% — 844 +61 New Q4 2025 Feb 12, 2026
Cornerstone Financial Management LLC History New 61 14 0.01% — 847 +61 New Q4 2025 Feb 13, 2026
Dunhill Financial, LLC History Reduced 60 14 0.0% 0.0% 846 -1 -1.64% Q4 2025 Jan 29, 2026
CITY HOLDING CO History No change 60 14 0.0% 0.0% 842 0 0.0% Q4 2025 Jan 22, 2026
Byrne Asset Management LLC History No change 58 14 0.01% 0.01% 845 0 0.0% Q4 2025 Jan 12, 2026
Investors Research Corp History No change 55 13 0.0% 0.0% 848 0 0.0% Q4 2025 Jan 06, 2026
REDMONT WEALTH ADVISORS LLC History No change 57 13 0.02% 0.02% 849 0 0.0% Q4 2025 Feb 06, 2026
MCF Advisors LLC History New 50 12 0.0% — 850 +50 New Q4 2025 Feb 11, 2026
Abound Wealth Management History Added to 51 12 0.0% 0.0% 851 +43 537.5% Q4 2025 Jan 12, 2026
Trifecta Capital Advisors, LLC History No change 53 12 0.0% 0.0% 852 0 0.0% Q4 2025 Jan 30, 2026
Westend Capital Management, LLC History No change 48 11 0.0% 0.0% 853 0 0.0% Q4 2025 Jan 15, 2026
Archer Investment Corp History No change 46 11 0.0% 0.0% 854 0 0.0% Q4 2025 Jan 30, 2026
Morton Brown Family Wealth, LLC History No change 48 11 0.0% 0.0% 855 0 0.0% Q4 2025 Jan 28, 2026
Nemes Rush Group LLC History New 45 10 0.0% — 857 +45 New Q4 2025 Feb 11, 2026
Principia Wealth Advisory, LLC History Reduced 42 10 0.01% 0.01% 858 -11 -20.75% Q4 2025 Feb 10, 2026
ALERUS FINANCIAL NA History No change 45 10 0.0% 0.0% 856 0 0.0% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History Reduced 41 9 0.0% 0.01% 861 -61 -59.8% Q4 2025 Feb 11, 2026
Retirement Wealth Solutions LLC History Reduced 41 9 0.01% 0.02% 862 -56 -57.73% Q4 2025 Jan 07, 2026
Kilter Group LLC History Added to 40 9 0.0% 0.0% 863 +33 471.43% Q4 2025 Feb 13, 2026
Front Row Advisors LLC History Added to 40 9 0.0% 0.0% 860 +25 166.67% Q4 2025 Feb 12, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 41 9 0.0% 0.0% 859 +11 36.67% Q4 2025 Feb 23, 2026
Evelyn Partners Asset Management Ltd History No change 38 9 0.0% 0.0% 864 0 0.0% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 34 8 0.0% 0.0% 865 -366 -91.5% Q4 2025 Jan 15, 2026
Birchwood Financial Partners, Inc. History New 37 8 0.01% — 871 +37 New Q4 2025 Feb 19, 2026
IMA Advisory Services, Inc. History New 36 8 0.0% — 868 +36 New Q4 2025 Feb 11, 2026
Basepoint Wealth LLC History New 35 8 0.0% — 870 +35 New Q4 2025 Feb 10, 2026
Bangor Savings Bank History New 34 8 0.0% — 867 +34 New Q4 2025 Jan 16, 2026
Covestor Ltd History Reduced 32 8 0.0% 0.01% 869 -6 -15.79% Q4 2025 Feb 06, 2026
TRUST CO OF VERMONT History No change 33 8 0.0% 0.0% 866 0 0.0% Q4 2025 Jan 16, 2026
Quaker Wealth Management, LLC History New 30 7 0.0% — 873 +30 New Q4 2025 Jan 28, 2026
Stephens Consulting, LLC History New 30 7 0.0% — 875 +30 New Q4 2025 Jan 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 29 7 0.0% 0.0% 872 0 0.0% Q4 2025 Feb 12, 2026
Western Pacific Wealth Management, LP History No change 30 7 0.01% 0.01% 874 0 0.0% Q4 2025 Feb 04, 2026
Navalign, LLC History New 28 6 0.0% — 883 +28 New Q4 2025 Feb 05, 2026
JNBA Financial Advisors History New 25 6 0.0% — 881 +25 New Q4 2025 Jan 26, 2026
AMERIFLEX GROUP, INC. History Reduced 25 6 0.0% 0.0% 884 -25 -50.0% Q4 2025 Feb 18, 2026
Manchester Capital Management LLC History Added to 25 6 0.0% 0.0% 879 +2 8.7% Q4 2025 Feb 11, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 27 6 0.0% 0.0% 876 0 0.0% Q4 2025 Jan 23, 2026
WEBSTER BANK, N. A. History No change 26 6 0.0% 0.0% 877 0 0.0% Q4 2025 Jan 23, 2026
Estabrook Capital Management History No change 27 6 0.0% 0.0% 878 0 0.0% Q4 2025 Feb 13, 2026
Minot DeBlois Advisors LLC History No change 25 6 0.01% 0.01% 880 0 0.0% Q4 2025 Feb 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 26 6 0.0% 0.0% 882 0 0.0% Q4 2025 Feb 06, 2026
Reyes Financial Architecture, Inc. History New 23 5 0.0% — 888 +23 New Q4 2025 Jan 26, 2026
VALLEY WEALTH MANAGERS, INC. History New 22 5 0.0% — 886 +22 New Q4 2025 Feb 04, 2026
SouthState Bank Corp History No change 24 5 0.0% 0.0% 885 0 0.0% Q4 2025 Feb 11, 2026
Operose Advisors LLC History No change 24 5 0.0% 0.0% 887 0 0.0% Q4 2025 Feb 10, 2026
Nova Wealth Management, Inc. History No change 23 5 0.0% 0.0% 889 0 0.0% Q4 2025 Jan 14, 2026
Coston, McIsaac & Partners History New 20 4 0.0% — 895 +20 New Q4 2025 Feb 03, 2026
Family CFO Inc History New 18 4 0.0% — 894 +18 New Q4 2025 Jan 23, 2026
Lodestone Wealth Management LLC History New 18 4 0.0% — 896 +18 New Q4 2025 Jan 15, 2026
Crewe Advisors LLC History Added to 19 4 0.0% 0.0% 892 +9 90.0% Q4 2025 Jan 16, 2026
COUNTRY TRUST BANK History No change 17 4 0.0% 0.0% 890 0 0.0% Q4 2025 Jan 21, 2026
Plante Moran Financial Advisors, LLC History No change 17 4 0.0% 0.0% 891 0 0.0% Q4 2025 Feb 05, 2026
HighMark Wealth Management LLC History No change 20 4 0.0% 0.0% 893 0 0.0% Q4 2025 Feb 05, 2026
Wealth Watch Advisors, INC History No change 19 4 0.0% 0.0% 897 0 0.0% Q4 2025 Feb 17, 2026
Pandora Wealth, Inc. History No change 20 4 0.0% 0.0% 898 0 0.0% Q4 2025 Feb 04, 2026
Godfrey Financial Associates, Inc. History New 16 3 0.0% — 906 +16 New Q4 2025 Feb 10, 2026
Stone House Investment Management, LLC History New 13 3 0.0% — 899 +13 New Q4 2025 Jan 21, 2026
Newbridge Financial Services Group, Inc. History New 13 3 0.0% — 901 +13 New Q4 2025 Jan 21, 2026
Motiv8 Investments LLC History New 11 3 0.0% — 902 +11 New Q4 2025 Feb 13, 2026
McIlrath & Eck, LLC History No change 15 3 0.0% 0.0% 900 0 0.0% Q4 2025 Feb 03, 2026
Navigoe, LLC History No change 13 3 0.0% 0.0% 903 0 0.0% Q4 2025 Feb 03, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 13 3 0.0% 0.0% 904 0 0.0% Q4 2025 Feb 10, 2026
Aventura Private Wealth, LLC History No change 13 3 0.0% 0.0% 905 0 0.0% Q4 2025 Jan 07, 2026
Caldwell Trust Co History Reduced 11 2 0.0% 0.0% 916 -165 -93.75% Q4 2025 Jan 30, 2026
WOLFF WIESE MAGANA LLC History Reduced 10 2 0.0% 0.01% 912 -43 -81.13% Q4 2025 Jan 14, 2026
Elevated Capital Advisors, LLC History New 12 2 0.0% — 911 +12 New Q4 2025 Jan 27, 2026
Golden State Wealth Management, LLC History Reduced 11 2 0.0% 0.0% 910 -11 -50.0% Q4 2025 Feb 13, 2026
Ares Financial Consulting, LLC History New 10 2 0.0% — 917 +10 New Q4 2025 Jan 30, 2026
Advocate Investing Services LLC History New 9 2 0.0% — 918 +9 New Q4 2025 Feb 12, 2026
American Capital Advisory, LLC History Reduced 12 2 0.0% 0.0% 914 -2 -14.29% Q4 2025 Jan 30, 2026
ST GERMAIN D J CO INC History No change 11 2 0.0% 0.0% 907 0 0.0% Q4 2025 Jan 29, 2026
Anfield Capital Management, LLC History No change 10 2 0.0% 0.0% 908 0 0.0% Q4 2025 Feb 03, 2026
First Command Advisory Services, Inc. History No change 12 2 0.0% 0.0% 909 0 0.0% Q4 2025 Feb 11, 2026
Valued Wealth Advisors LLC History No change 12 2 0.0% 0.0% 913 0 0.0% Q4 2025 Jan 30, 2026
Roxbury Financial LLC History No change 10 2 0.0% 0.0% 915 0 0.0% Q4 2025 Jan 05, 2026
Bare Financial Services, Inc History Reduced 6 1 0.0% 0.0% 923 -55 -90.16% Q4 2025 Feb 06, 2026
Rachor Investment Advisory Services, LLC History New 8 1 0.0% — 922 +8 New Q4 2025 Jan 30, 2026
ORG Partners LLC History New 6 1 0.0% — 921 +6 New Q4 2025 Jan 14, 2026
Trust Co History New 5 1 0.0% — 919 +5 New Q4 2025 Jan 15, 2026
Pacifica Partners Inc. History No change 8 1 0.0% 0.0% 920 0 0.0% Q4 2025 Jan 09, 2026
MACQUARIE GROUP LTD History Closed out 0 0 — 0.31% — -995,327 -100.0% Q3 2025 Nov 13, 2025
BARCLAYS PLC History Closed out 0 0 — 0.02% — -327,496 -100.0% Q3 2025 Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 — 0.02% — -120,987 -100.0% Q3 2025 Nov 13, 2025
Diameter Capital Partners LP History Closed out 0 0 — 1.24% — -75,000 -100.0% Q3 2025 Nov 14, 2025
Stony Point Capital LLC History Closed out 0 0 — 0.83% — -44,586 -100.0% Q3 2025 Nov 14, 2025
Carmignac Gestion History Closed out 0 0 — 0.15% — -37,500 -100.0% Q3 2025 Nov 13, 2025
BLAIR WILLIAM & CO/IL History Closed out 0 0 — 0.02% — -34,403 -100.0% Q3 2025 Nov 12, 2025
Bain Capital Public Equity Management II, LLC History Closed out 0 0 — 0.29% — -23,499 -100.0% Q3 2025 Nov 14, 2025
KEYSTONE INVESTORS PTE LTD History Closed out 0 0 — 0.72% — -23,449 -100.0% Q3 2025 Nov 12, 2025
Parcion Private Wealth LLC History Closed out 0 0 — 0.31% — -18,352 -100.0% Q3 2025 Oct 14, 2025
Arlington Partners LLC History Closed out 0 0 — 1.6% — -17,364 -100.0% Q3 2025 Oct 28, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.01% — -14,274 -100.0% Q3 2025 Nov 10, 2025
Calamos Wealth Management LLC History Closed out 0 0 — 0.12% — -12,971 -100.0% Q3 2025 Oct 20, 2025
Arlington Capital Management, Inc. History Closed out 0 0 — 2.19% — -12,835 -100.0% Q3 2025 Nov 14, 2025
SEAVIEW INVESTMENT MANAGERS LLC History Closed out 0 0 — 1.16% — -11,744 -100.0% Q3 2025 Nov 06, 2025
Morningstar Investment Management LLC History Closed out 0 0 — 0.1% — -10,099 -100.0% Q3 2025 Nov 17, 2025
NWF Advisory Services Inc. History Closed out 0 0 — 0.26% — -9,036 -100.0% Q3 2025 Oct 31, 2025
Sender Co & Partners, Inc. History Closed out 0 0 — 0.25% — -8,600 -100.0% Q3 2025 Nov 17, 2025
XY Capital Ltd History Closed out 0 0 — 1.07% — -7,614 -100.0% Q3 2025 Nov 14, 2025
Dorsey Wright & Associates History Closed out 0 0 — 0.4% — -6,658 -100.0% Q3 2025 Nov 18, 2025
Parallax Volatility Advisers, L.P. History Closed out 0 0 — 0.0% — -5,790 -100.0% Q3 2025 Nov 14, 2025
Advisors Preferred, LLC History Closed out 0 0 — 0.21% — -5,197 -100.0% Q3 2025 Nov 10, 2025
Advisory Resource Group History Closed out 0 0 — 0.24% — -4,925 -100.0% Q3 2025 Oct 22, 2025
AdvisorShares Investments LLC History Closed out 0 0 — 0.19% — -4,446 -100.0% Q3 2025 Nov 05, 2025
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 — 0.0% — -4,141 -100.0% Q3 2025 Nov 13, 2025
Bain Capital Public Equity, LP History Closed out 0 0 — 0.62% — -3,650 -100.0% Q3 2025 Nov 14, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.2% — -3,648 -100.0% Q3 2025 Nov 13, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 — 0.13% — -3,626 -100.0% Q3 2025 Nov 10, 2025
One Wealth Advisors, LLC History Closed out 0 0 — 0.12% — -3,536 -100.0% Q3 2025 Nov 03, 2025
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.01% — -3,050 -100.0% Q3 2025 Oct 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.02% — -2,998 -100.0% Q3 2025 Oct 14, 2025
Financial & Tax Architects, LLC History Closed out 0 0 — 0.17% — -2,859 -100.0% Q3 2025 Nov 05, 2025
Beirne Wealth Consulting Services, LLC History Closed out 0 0 — 0.18% — -2,778 -100.0% Q3 2025 Nov 07, 2025
Diligent Investors, LLC History Closed out 0 0 — 0.19% — -2,740 -100.0% Q3 2025 Nov 14, 2025
Legacy Capital Group California, Inc. History Closed out 0 0 — 0.18% — -2,668 -100.0% Q3 2025 Nov 12, 2025
SUMMITRY LLC History Closed out 0 0 — 0.03% — -2,467 -100.0% Q3 2025 Nov 07, 2025
Stonehage Fleming Financial Services Holdings Ltd History Closed out 0 0 — 0.02% — -2,380 -100.0% Q3 2025 Nov 03, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -2,196 -100.0% Q3 2025 Oct 31, 2025
ABC ARBITRAGE SA History Closed out 0 0 — 0.06% — -2,195 -100.0% Q3 2025 Nov 06, 2025
Limestone Investment Advisors LP History Closed out 0 0 — 0.04% — -1,900 -100.0% Q3 2025 Nov 13, 2025
Ninepoint Partners LP History Closed out 0 0 — 0.06% — -1,825 -100.0% Q3 2025 Nov 12, 2025
Centiva Capital, LP History Closed out 0 0 — 0.0% — -1,806 -100.0% Q3 2025 Nov 14, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.03% — -1,756 -100.0% Q3 2025 Oct 30, 2025
Farringdon Capital, Ltd. History Closed out 0 0 — 0.1% — -1,504 -100.0% Q3 2025 Nov 13, 2025
1248 Management, LLC History Closed out 0 0 — 0.23% — -1,494 -100.0% Q3 2025 Nov 14, 2025
CenterBook Partners LP History Closed out 0 0 — 0.02% — -1,463 -100.0% Q3 2025 Nov 07, 2025
Jefferies Financial Group Inc. History Closed out 0 0 — 0.0% — -1,449 -100.0% Q3 2025 Nov 13, 2025
Net Worth Advisory Group History Closed out 0 0 — 0.11% — -1,448 -100.0% Q3 2025 Oct 15, 2025
Pekin Hardy Strauss, Inc. History Closed out 0 0 — 0.04% — -1,430 -100.0% Q3 2025 Nov 10, 2025
Hamilton Wealth, LLC History Closed out 0 0 — 0.08% — -1,390 -100.0% Q3 2025 Nov 14, 2025
Blue Barn Wealth, LLC History Closed out 0 0 — 0.16% — -1,383 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 — 0.0% — -1,361 -100.0% Q3 2025 Nov 14, 2025
NOMURA HOLDINGS INC History Closed out 0 0 — 0.0% — -1,352 -100.0% Q3 2025 Nov 14, 2025
Wallace Advisory Group, LLC History Closed out 0 0 — 0.33% — -1,351 -100.0% Q3 2025 Oct 16, 2025
Wilkinson Global Asset Management LLC History Closed out 0 0 — 0.02% — -1,320 -100.0% Q3 2025 Nov 04, 2025
Aureus Asset Management, LLC History Closed out 0 0 — 0.02% — -1,292 -100.0% Q3 2025 Nov 17, 2025
PARNASSUS INVESTMENTS, LLC History Closed out 0 0 — 0.0% — -1,222 -100.0% Q3 2025 Oct 24, 2025
Atom Investors LP History Closed out 0 0 — 0.02% — -1,170 -100.0% Q3 2025 Nov 14, 2025
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — 0.06% — -1,166 -100.0% Q3 2025 Oct 09, 2025
Papamarkou Wellner Asset Management inc. History Closed out 0 0 — 0.19% — -1,147 -100.0% Q3 2025 Nov 17, 2025
Carter Financial Group, INC. History Closed out 0 0 — 0.18% — -1,093 -100.0% Q3 2025 Nov 14, 2025
EntryPoint Capital, LLC History Closed out 0 0 — 0.11% — -1,085 -100.0% Q3 2025 Nov 13, 2025
Veracity Capital LLC History Closed out 0 0 — 0.09% — -1,073 -100.0% Q3 2025 Oct 08, 2025
Burns Matteson Capital Management, LLC History Closed out 0 0 — 0.11% — -1,010 -100.0% Q3 2025 Oct 16, 2025
Paragon Private Wealth Management, LLC History Closed out 0 0 — 0.08% — -927 -100.0% Q3 2025 Nov 03, 2025
Glenview Trust Co History Closed out 0 0 — 0.0% — -921 -100.0% Q3 2025 Nov 07, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 — 0.05% — -914 -100.0% Q3 2025 Nov 04, 2025
Verdence Capital Advisors LLC History Closed out 0 0 — 0.01% — -911 -100.0% Q3 2025 Oct 29, 2025
Arista Wealth Management, LLC History Closed out 0 0 — 0.03% — -904 -100.0% Q3 2025 Nov 06, 2025
Beverly Hills Private Wealth, LLC History Closed out 0 0 — 0.04% — -900 -100.0% Q3 2025 Nov 10, 2025
Diametric Capital, LP History Closed out 0 0 — 0.09% — -876 -100.0% Q3 2025 Nov 13, 2025
Procyon Advisors, LLC History Closed out 0 0 — 0.01% — -868 -100.0% Q3 2025 Oct 28, 2025
TOWNSQUARE CAPITAL LLC History Closed out 0 0 — 0.03% — -862 -100.0% Q3 2025 Nov 03, 2025
Endowment Wealth Management, Inc. History Closed out 0 0 — 0.1% — -858 -100.0% Q3 2025 Nov 06, 2025
McAdam, LLC History Closed out 0 0 — 0.01% — -855 -100.0% Q3 2025 Oct 29, 2025
SeaBridge Investment Advisors LLC History Closed out 0 0 — 0.04% — -854 -100.0% Q3 2025 Oct 22, 2025
Canandaigua National Trust Co of Florida History Closed out 0 0 — 0.18% — -853 -100.0% Q3 2025 Oct 07, 2025
Johnson Bixby & Associates, LLC History Closed out 0 0 — 0.03% — -850 -100.0% Q3 2025 Oct 16, 2025
Summit Global Investments History Closed out 0 0 — 0.01% — -846 -100.0% Q3 2025 Nov 03, 2025
Inscription Capital, LLC History Closed out 0 0 — 0.02% — -843 -100.0% Q3 2025 Oct 29, 2025
FULTON BANK, N.A. History Closed out 0 0 — 0.01% — -835 -100.0% Q3 2025 Oct 21, 2025
Intergy Private Wealth, LLC History Closed out 0 0 — 0.07% — -807 -100.0% Q3 2025 Oct 14, 2025
Petros Family Wealth, LLC History Closed out 0 0 — 0.18% — -800 -100.0% Q3 2025 Oct 17, 2025
CogentBlue Wealth Advisors, LLC History Closed out 0 0 — 0.15% — -798 -100.0% Q3 2025 Oct 15, 2025
XML Financial, LLC History Closed out 0 0 — 0.02% — -785 -100.0% Q3 2025 Oct 20, 2025
Advisor OS, LLC History Closed out 0 0 — 0.02% — -780 -100.0% Q3 2025 Nov 12, 2025
Freestone Capital Holdings, LLC History Closed out 0 0 — 0.01% — -777 -100.0% Q3 2025 Nov 12, 2025
Phillips Wealth Planners LLC History Closed out 0 0 — 0.18% — -777 -100.0% Q3 2025 Nov 07, 2025
Accuvest Global Advisors History Closed out 0 0 — 0.13% — -776 -100.0% Q3 2025 Nov 12, 2025
MFA Wealth Services History Closed out 0 0 — 0.14% — -775 -100.0% Q3 2025 Nov 14, 2025
Veery Capital, LLC History Closed out 0 0 — 0.07% — -771 -100.0% Q3 2025 Oct 15, 2025
TRANSCEND CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.01% — -764 -100.0% Q3 2025 Nov 04, 2025
Everhart Financial Group, Inc. History Closed out 0 0 — 0.02% — -763 -100.0% Q3 2025 Nov 04, 2025
MAYPORT, LLC History Closed out 0 0 — 0.04% — -758 -100.0% Q3 2025 Nov 20, 2025
Berbice Capital Management LLC History Closed out 0 0 — 0.12% — -700 -100.0% Q3 2025 Nov 12, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.09% — -618 -100.0% Q3 2025 Nov 03, 2025
Francis Financial, Inc. History Closed out 0 0 — 0.04% — -529 -100.0% Q3 2025 Nov 06, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.01% — -350 -100.0% Q3 2025 Oct 06, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.01% — -316 -100.0% Q3 2025 Nov 17, 2025
Fairscale Capital, LLC History Closed out 0 0 — 0.05% — -259 -100.0% Q3 2025 Nov 06, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -257 -100.0% Q3 2025 Nov 06, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.01% — -232 -100.0% Q3 2025 Oct 22, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -183 -100.0% Q3 2025 Nov 14, 2025
Solstein Capital, LLC History Closed out 0 0 — 0.01% — -133 -100.0% Q3 2025 Nov 12, 2025
PIN OAK INVESTMENT ADVISORS INC History Reduced 1 0 — 0.02% — -124 -99.2% Q4 2025 Feb 13, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — 0.01% — -102 -100.0% Q3 2025 Dec 15, 2025
Harvest Fund Management Co., Ltd History Closed out 0 0 — 0.0% — -99 -100.0% Q3 2025 Nov 14, 2025
First PREMIER Bank History Closed out 0 0 — 0.01% — -95 -100.0% Q3 2025 Oct 15, 2025
Washington Trust Advisors, Inc. History Closed out 0 0 — 0.0% — -58 -100.0% Q3 2025 Nov 10, 2025
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -33 -100.0% Q3 2025 Nov 17, 2025
PERRITT CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -31 -100.0% Q3 2025 Nov 17, 2025
Financial Life Planners History Closed out 0 0 — 0.01% — -30 -100.0% Q3 2025 Nov 13, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2025 Nov 10, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2025 Oct 07, 2025
KERR FINANCIAL PLANNING Corp History Closed out 0 0 — 0.01% — -17 -100.0% Q3 2025 Nov 25, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2025 Oct 28, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2025 Nov 03, 2025
ESL Trust Services, LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2025 Nov 04, 2025
RICHARDSON FINANCIAL SERVICES INC. History New 4 0 — — — +4 New Q4 2025 Jan 22, 2026
Merited Wealth, LLC History New 4 0 — — — +4 New Q4 2025 Mar 26, 2026
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -4 -100.0% Q3 2025 Nov 13, 2025
Bear Mountain Capital, Inc. History Closed out 0 0 — 0.0% — -4 -100.0% Q3 2025 Nov 12, 2025
Clean Yield Group History Closed out 0 0 — — — -3 -100.0% Q3 2025 Oct 23, 2025
Networth Advisors, LLC History New 2 0 — — — +2 New Q4 2025 Jan 22, 2026
Imprint Wealth LLC History Closed out 0 0 — — — -2 -100.0% Q3 2025 Nov 14, 2025
West Branch Capital LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 16, 2026
Caitlin John, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 18, 2026