Shell plc - SHEL

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 98 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
FMR LLC History Added to 98,411,280 7,231,260 0.37% 0.36% 1 +2,271,143 2.36% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 27,142,785 1,994,451 0.68% 0.69% 2 +332,839 1.24% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 23,690,755 1,740,796 0.37% 0.37% 3 -724,207 -2.97% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 9,549,023 701,662 0.04% 0.04% 4 +53,016 0.56% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 8,531,869 626,923 0.07% 0.07% 5 +4,597 0.05% Q4 2025 Feb 17, 2026
Mawer Investment Management Ltd. History Added to 8,075,089 593,357 3.32% 1.67% 6 +3,574,353 79.42% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 7,830,944 575,417 0.04% 0.04% 7 -58,407 -0.74% Q4 2025 Feb 17, 2026
EAGLE CAPITAL MANAGEMENT LLC History Reduced 7,777,595 571,497 1.78% 2.33% 8 -2,460,644 -24.03% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 7,525,146 552,947 0.01% 0.01% 9 -145,043 -1.89% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Added to 6,962,931 511,636 0.28% 0.26% 10 +627,253 9.9% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 6,665,709 489,796 0.09% 0.09% 11 -157,316 -2.31% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 6,376,304 468,530 0.11% 0.12% 12 -156,253 -2.39% Q4 2025 Feb 11, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 6,316,607 464,144 1.39% 1.41% 13 -53,255 -0.84% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 5,824,930 428,015 0.05% 0.05% 14 +74,321 1.29% Q4 2025 Mar 25, 2026
WGI DM, LLC History New 4,453,302 327,228 24.45% — 15 +4,453,302 New Q4 2025 Feb 05, 2026
Optiver Holding B.V. History Reduced 4,272,364 313,933 0.12% 0.12% 16 -22,226 -0.52% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 3,885,068 285,473 0.05% — 17 +3,885,068 New Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Added to 3,615,220 265,646 0.16% 0.11% 18 +904,807 33.38% Q4 2025 Jan 30, 2026
Standard Investments LLC History Reduced 3,364,000 247,186 12.34% 295.6% 19 -1,071,000 -24.15% Q4 2025 Feb 17, 2026
PZENA INVESTMENT MANAGEMENT LLC History Reduced 3,277,328 240,818 0.72% 0.78% 20 -93,004 -2.76% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Reduced 3,268,491 240,168 0.03% 0.03% 21 -52,596 -1.58% Q4 2025 Feb 17, 2026
HARDING LOEVNER LP History Reduced 3,029,364 222,572 1.96% 1.72% 22 -241,133 -7.37% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 2,935,707 215,715 0.03% 0.06% 23 -2,282,376 -43.74% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 2,774,899 203,899 0.37% 0.39% 24 -40,223 -1.43% Q4 2025 Mar 16, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 2,617,417 192,329 1.46% 1.47% 25 +46,795 1.82% Q4 2025 Feb 11, 2026
Nuveen, LLC History Reduced 2,590,734 190,367 0.05% 0.05% 26 -130,656 -4.8% Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 2,489,647 182,939 0.48% 0.17% 27 +1,729,037 227.32% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 2,269,403 166,755 0.03% 0.03% 28 -125,329 -5.23% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,232,147 164,018 0.03% 0.03% 29 -135,199 -5.71% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,201,496 161,765 0.02% 0.02% 30 -495,972 -18.39% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 2,104,298 154,623 0.02% 0.01% 31 +784,658 59.46% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,991,859 146,361 0.04% 0.04% 32 -150,820 -7.04% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 1,876,976 137,920 0.05% 0.04% 33 +270,111 16.81% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 1,861,031 136,749 0.12% 0.12% 34 +16,627 0.9% Q4 2025 Feb 13, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 1,858,028 136,527 0.11% 0.11% 35 0 0.0% Q4 2025 Feb 11, 2026
LORD, ABBETT & CO. LLC History Reduced 1,846,181 135,657 0.42% 0.4% 36 -53,612 -2.82% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,722,904 126,598 0.07% 0.07% 37 +54,287 3.25% Q4 2025 Feb 13, 2026
Empyrean Capital Partners, LP History Reduced 1,700,000 124,916 4.35% 7.18% 38 -800,000 -32.0% Q4 2025 Feb 17, 2026
Chevy Chase Trust Holdings, LLC History Reduced 1,683,507 123,704 0.33% 0.34% 39 -26,937 -1.57% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,677,736 123,283 0.04% 0.04% 40 +21,066 1.27% Q4 2025 Feb 18, 2026
JPMORGAN CHASE & CO History Reduced 1,626,327 119,502 0.01% 0.01% 41 -61,150 -3.62% Q4 2025 Feb 11, 2026
Mondrian Investment Partners LTD History Reduced 1,616,126 118,752 1.96% 1.94% 42 -7,841 -0.48% Q4 2025 Feb 09, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,564,231 114,939 0.06% 0.05% 43 +171,102 12.28% Q4 2025 Feb 13, 2026
Orbis Allan Gray Ltd History Added to 1,476,355 108,482 0.45% 0.44% 44 +56,144 3.95% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 1,404,356 103,192 0.15% 0.15% 45 -40,990 -2.84% Q4 2025 Feb 10, 2026
MACKENZIE FINANCIAL CORP History Reduced 1,203,453 88,676 0.11% 0.11% 46 -15,590 -1.28% Q4 2025 Feb 18, 2026
GROUP ONE TRADING LLC History Added to 1,201,500 88,286 0.15% 0.15% 47 +45,800 3.96% Q4 2025 Feb 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 1,199,654 88,150 0.61% 0.6% 48 -68,337 -5.39% Q4 2025 Feb 17, 2026
EQUITY INVESTMENT CORP History Reduced 1,068,612 78,521 1.59% 1.6% 49 -386 -0.04% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 1,066,794 78,388 0.13% 0.13% 50 +44,799 4.38% Q4 2025 Feb 12, 2026
Bridgewater Associates, LP History Reduced 1,003,577 73,742 0.27% 0.31% 51 -115,728 -10.34% Q4 2025 Feb 13, 2026
Energy Income Partners, LLC History Added to 998,743 73,387 1.33% 1.29% 52 +62,207 6.64% Q4 2025 Feb 17, 2026
MILFORD FUNDS LTD History New 970,303 71,297 1.4% — 53 +970,303 New Q4 2025 Feb 13, 2026
TODD ASSET MANAGEMENT LLC History Reduced 960,857 70,604 1.38% 1.4% 54 -5,395 -0.56% Q4 2025 Feb 09, 2026
VAN ECK ASSOCIATES CORP History Reduced 953,814 70,086 0.06% 0.07% 55 -140,690 -12.85% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 881,376 64,763 0.1% 0.1% 56 -144,318 -14.07% Q4 2025 Feb 12, 2026
First Eagle Investment Management, LLC History Added to 873,572 64,190 0.11% 0.09% 57 +205,228 30.71% Q4 2025 Feb 04, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 845,648 62,138 0.08% 0.08% 58 +5,022 0.6% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 842,581 61,912 0.02% 0.02% 59 +23,859 2.91% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 809,258 59,464 0.02% 0.02% 60 -69,679 -7.93% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 805,000 59,151 0.02% 0.02% 61 -88,400 -9.89% Q4 2025 Jan 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 787,447 57,861 0.03% 0.04% 62 -32,980 -4.02% Q4 2025 Feb 06, 2026
Brandywine Global Investment Management, LLC History New 781,017 57,389 0.38% — 63 +781,017 New Q4 2025 Feb 11, 2026
Capital Research Global Investors History Added to 773,911 56,868 0.01% 0.01% 64 +301 0.04% Q4 2025 Feb 11, 2026
Walleye Trading LLC History Reduced 772,900 56,792 0.08% 0.1% 65 -113,100 -12.77% Q4 2025 Feb 13, 2026
Boston Partners History Reduced 771,074 56,655 0.06% 0.06% 66 -44,560 -5.46% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 727,565 53,461 0.01% 0.01% 67 -13,496 -1.82% Q4 2025 Feb 19, 2026
Russell Investments Group, Ltd. History Reduced 692,222 50,864 0.06% 0.06% 68 -8,994 -1.28% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 687,236 50,498 0.05% 0.09% 69 -491,751 -41.71% Q4 2025 Feb 17, 2026
Yaupon Capital Management LP History Reduced 668,736 49,138 1.78% 2.66% 70 -303,953 -31.25% Q4 2025 Feb 17, 2026
American Assets Investment Management, LLC History Added to 651,000 47,835 3.3% 1.5% 71 +365,000 127.62% Q4 2025 Feb 03, 2026
SIMPLEX TRADING, LLC History Reduced 646,800 47,526 0.03% 0.03% 72 -177,400 -21.52% Q4 2025 Feb 11, 2026
FIRST TRUST ADVISORS LP History Reduced 637,399 46,836 0.03% 0.04% 73 -22,129 -3.36% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 619,690 45,534 0.34% 0.34% 74 0 0.0% Q4 2025 Jan 29, 2026
GREAT LAKES ADVISORS, LLC History Reduced 582,932 42,833 0.35% 0.36% 75 -14,040 -2.35% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 572,154 42,041 0.01% 0.01% 76 -1,077 -0.19% Q4 2025 Feb 10, 2026
Merewether Investment Management, LP History Reduced 539,421 39,636 0.91% 1.28% 77 -211,400 -28.16% Q4 2025 Feb 17, 2026
FAYEZ SAROFIM & CO History Reduced 528,214 38,813 0.09% 0.09% 78 -5,100 -0.96% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Added to 520,947 38,279 0.15% 0.15% 79 +3,218 0.62% Q4 2025 Feb 13, 2026
PENN DAVIS MCFARLAND INC History Reduced 501,658 36,861 3.53% 3.72% 80 -978 -0.19% Q4 2025 Jan 16, 2026
Cullen Capital Management, LLC History Reduced 480,347 35,295 0.39% 0.38% 81 -9,284 -1.9% Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 455,000 33,433 0.05% 0.05% 82 -30,000 -6.19% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 448,295 32,940 0.01% 0.02% 83 -134,579 -23.09% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 435,368 31,983 0.01% 0.01% 84 +8,354 1.96% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 432,500 31,780 0.22% — 85 +432,500 New Q4 2025 Feb 05, 2026
Creative Planning History Added to 422,832 31,069 0.02% 0.02% 86 +38,647 10.06% Q4 2025 Feb 17, 2026
EVERETT HARRIS & CO /CA/ History Added to 419,347 30,813 0.37% 0.32% 87 +57,028 15.74% Q4 2025 Feb 11, 2026
Thomasville National Bank History Added to 417,243 30,659 1.9% 1.82% 88 +13,856 3.43% Q4 2025 Jan 26, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 416,277 30,588 0.64% 0.57% 89 +21,921 5.56% Q4 2025 Feb 02, 2026
Cerity Partners LLC History Added to 415,190 30,508 0.04% 0.05% 90 +17,662 4.44% Q4 2025 Feb 11, 2026
CSM Advisors, LLC History Added to 404,142 29,697 0.81% 0.74% 91 +31,551 8.47% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 383,355 28,168 0.0% 0.0% 92 +44,619 13.17% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 381,969 28,067 0.01% 0.02% 93 -133,085 -25.84% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 372,092 27,341 0.02% 0.03% 94 -108,702 -22.61% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 392,208 26,489 0.04% 0.04% 95 +57,165 17.06% Q4 2025 Mar 09, 2026
US BANCORP \DE\ History Added to 346,986 25,496 0.03% 0.03% 96 +38,890 12.62% Q4 2025 Jan 30, 2026
Mariner, LLC History Added to 346,622 25,473 0.03% 0.03% 97 +4,945 1.45% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Reduced 345,574 25,392 0.04% 0.04% 98 -3,566 -1.02% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 344,767 25,333 0.03% 0.02% 99 +67,111 24.17% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 343,010 25,204 0.08% 0.05% 100 +153,748 81.24% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 341,921 25,124 0.03% 0.03% 101 +19,461 6.04% Q4 2025 Feb 17, 2026
Hikari Power Ltd History No change 341,900 25,123 1.98% 1.97% 102 0 0.0% Q4 2025 Feb 04, 2026
Crossmark Global Holdings, Inc. History Reduced 340,102 24,990 0.36% 0.39% 103 -20,590 -5.71% Q4 2025 Feb 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 330,270 24,268 0.02% 0.01% 104 +20,760 6.71% Q4 2025 Feb 10, 2026
GUARDIAN CAPITAL LP History Reduced 325,130 23,890 0.71% 0.78% 105 -14,603 -4.3% Q4 2025 Feb 18, 2026
SG Americas Securities, LLC History Added to 1,049,916 23,715 0.03% 0.01% 106 +270,646 34.73% Q4 2025 Jan 09, 2026
TruWealth Advisors, LLC History Reduced 322,576 23,702 1.16% 1.18% 107 -2,701 -0.83% Q4 2025 Jan 07, 2026
ABC ARBITRAGE SA History Added to 321,821 23,647 2.21% 1.27% 108 +140,966 77.94% Q4 2025 Feb 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 320,123 23,324 0.03% 0.04% 109 -1,001 -0.31% Q4 2025 Jan 08, 2026
Harvest Portfolios Group Inc. History Added to 311,223 22,868 0.4% 0.41% 110 +3,905 1.27% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 305,394 22,440 0.12% 0.13% 111 +2,420 0.8% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Added to 299,019 21,971 0.05% 0.04% 112 +2,395 0.81% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 294,360 21,629 0.04% 0.04% 113 +79,197 36.81% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 282,288 20,742 0.02% 0.02% 114 -1,325 -0.47% Q4 2025 Feb 06, 2026
Willis Investment Counsel History Added to 276,722 20,333 1.05% 1.07% 115 +2,783 1.02% Q4 2025 Jan 22, 2026
Willis Johnson & Associates, Inc. History Reduced 264,669 19,447 1.2% 1.31% 116 -31,901 -10.76% Q4 2025 Jan 22, 2026
Pinnacle Financial Partners, Inc. History New 264,434 19,431 0.15% — 117 +264,434 New Q4 2025 Feb 18, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 261,373 19,205 0.56% 0.55% 118 -2,568 -0.97% Q4 2025 Feb 10, 2026
Douglas Lane & Associates, LLC History Reduced 252,645 18,564 0.25% 0.28% 119 -25,004 -9.01% Q4 2025 Jan 22, 2026
Jefferies Financial Group Inc. History New 249,700 18,347 0.09% — 120 +249,700 New Q4 2025 Feb 09, 2026
GRANDFIELD & DODD, LLC History Reduced 246,614 18,121 1.03% 1.04% 121 -9,394 -3.67% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 246,419 18,106 0.02% 0.03% 122 -44,150 -15.19% Q4 2025 Feb 12, 2026
Americana Partners, LLC History Added to 244,931 17,997 0.49% 0.52% 123 +1,110 0.46% Q4 2025 Feb 06, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 242,097 17,789 1.32% 1.4% 124 -46,142 -16.01% Q4 2025 Jan 23, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 238,311 17,511 0.74% 0.71% 125 +1,393 0.59% Q4 2025 Feb 12, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 234,652 17,242 0.65% 0.64% 126 -1,586 -0.67% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Reduced 232,460 17,158 0.24% 0.26% 127 -2,501 -1.06% Q4 2025 Feb 05, 2026
DAVENPORT & Co LLC History Added to 231,054 16,979 0.09% 0.09% 128 +1,561 0.68% Q4 2025 Jan 12, 2026
PEAK6 LLC History Reduced 229,400 16,856 0.03% 0.03% 129 -50,700 -18.1% Q4 2025 Mar 12, 2026
Focus Partners Wealth History Added to 223,286 16,407 0.02% 0.02% 130 +26,358 13.38% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 219,664 16,146 0.01% 0.01% 131 +26,463 13.7% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 210,700 15,482 0.03% 0.02% 132 +70,300 50.07% Q4 2025 Feb 17, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 208,643 15,331 1.55% 0.96% 133 +80,237 62.49% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Reduced 207,819 15,270 0.03% 0.02% 134 -12,929 -5.86% Q4 2025 Feb 17, 2026
Northwest & Ethical Investments L.P. History Reduced 205,606 15,107 0.34% 0.39% 135 -23,100 -10.1% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 203,281 14,937 0.43% 0.45% 136 -10,475 -4.9% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Added to 202,463 14,876 0.16% 0.16% 137 +248 0.12% Q4 2025 Feb 10, 2026
M&T BANK CORP History Reduced 201,918 14,836 0.05% 0.05% 138 -5,139 -2.48% Q4 2025 Jan 30, 2026
Allied Investment Advisors, LLC History Added to 196,452 14,435 2.23% 2.18% 139 +4,720 2.46% Q4 2025 Feb 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 194,563 14,296 0.32% 0.33% 140 -263 -0.13% Q4 2025 Jan 27, 2026
Van Hulzen Asset Management, LLC History Added to 183,193 13,461 0.99% 0.97% 141 +103 0.06% Q4 2025 Feb 06, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 180,723 13,277 0.01% 0.01% 142 +19,820 12.32% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 180,630 13,272 0.03% 0.02% 143 +42,129 30.42% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 747,339 13,246 0.02% 0.02% 144 +585,784 362.59% Q4 2025 Feb 18, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 176,324 12,956 0.14% 0.15% 145 +8,916 5.33% Q4 2025 Feb 02, 2026
Caption Management, LLC History No change 175,600 12,903 0.09% 0.1% 146 0 0.0% Q4 2025 Feb 17, 2026
Huber Capital Management LLC History No change 175,330 12,883 1.9% 1.99% 147 0 0.0% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 174,870 12,850 0.03% 0.03% 148 -1,030 -0.59% Q4 2025 Feb 11, 2026
FineMark National Bank & Trust History Added to 170,993 12,564 0.39% 0.39% 149 +5,991 3.63% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 169,253 12,436 0.07% 0.06% 150 +34,454 25.56% Q4 2025 Jan 29, 2026
DV EQUITIES, LLC History New 168,104 12,352 2.22% — 151 +168,104 New Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Reduced 167,846 12,333 0.01% 0.01% 152 -19,041 -10.19% Q4 2025 Feb 13, 2026
Aventail Capital Group, LP History Reduced 166,484 12,233 0.7% 2.37% 153 -549,455 -76.75% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 165,525 12,165 0.02% 0.02% 154 -20,888 -11.21% Q4 2025 Feb 17, 2026
Eldred Rock Partners, LLC History Added to 165,047 12,127 3.15% 2.09% 155 +47,815 40.79% Q4 2025 Jan 16, 2026
Foresight Global Investors, Inc. History No change 163,860 12,040 5.67% 6.96% 156 0 0.0% Q4 2025 Mar 19, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 161,920 11,897 0.17% 0.16% 157 +7,471 4.84% Q4 2025 Feb 12, 2026
D.A. DAVIDSON & CO. History Reduced 159,253 11,701 0.07% 0.08% 158 -19,576 -10.95% Q4 2025 Jan 29, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 157,913 11,654 0.35% 0.06% 159 +145,613 1183.85% Q4 2025 Feb 13, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 157,811 11,651 0.15% 0.19% 160 -52,345 -24.91% Q4 2025 Feb 03, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 158,122 11,618 0.14% 0.14% 161 -18,594 -10.52% Q4 2025 Feb 02, 2026
Euro Pacific Asset Management, LLC History Reduced 162,776 11,610 1.29% 1.41% 162 -1,784 -1.08% Q4 2025 Jan 21, 2026
Edgemoor Investment Advisors, Inc. History Reduced 157,501 11,573 0.9% 0.89% 163 -3,528 -2.19% Q4 2025 Feb 10, 2026
Cohen Klingenstein LLC History No change 157,098 11,543 0.35% 0.35% 164 0 0.0% Q4 2025 Jan 20, 2026
ADELL HARRIMAN & CARPENTER INC History Added to 156,733 11,516 0.69% 0.65% 165 +7,083 4.73% Q4 2025 Feb 06, 2026
TRUIST FINANCIAL CORP History Reduced 155,939 11,458 0.02% 0.02% 166 -48,115 -23.58% Q4 2025 Feb 02, 2026
Engineers Gate Manager LP History Reduced 153,819 11,302 0.13% 0.27% 167 -179,163 -53.81% Q4 2025 Feb 17, 2026
IBEX WEALTH ADVISORS History Added to 153,527 11,281 1.1% 1.05% 168 +840 0.55% Q4 2025 Feb 17, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 149,551 10,989 0.2% 0.22% 169 -28,286 -15.91% Q4 2025 Jan 14, 2026
Prospera Financial Services Inc History Reduced 148,096 10,883 0.18% 0.19% 170 -3,960 -2.6% Q4 2025 Feb 09, 2026
WOODSTOCK CORP History Added to 145,683 10,704 0.92% 0.9% 171 +381 0.26% Q4 2025 Jan 14, 2026
MML INVESTORS SERVICES, LLC History Added to 144,995 10,654 0.03% 0.03% 172 +7,864 5.73% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 141,818 10,420 0.23% 0.27% 173 -15,719 -9.98% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 140,399 10,316 0.02% 0.02% 174 -2,168 -1.52% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 140,220 10,303 0.1% 0.1% 175 +2,207 1.6% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 137,697 10,117 0.05% — 176 +137,697 New Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 134,722 9,899 0.04% — 177 +134,722 New Q4 2025 Feb 13, 2026
Bragg Financial Advisors, Inc History Added to 131,380 9,653 0.31% 0.31% 178 +1,041 0.8% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Added to 130,658 9,600 0.21% 0.21% 179 +36,359 38.56% Q4 2025 Feb 12, 2026
SIT INVESTMENT ASSOCIATES INC History Reduced 128,182 9,419 11.55% 0.19% 180 -3,880 -2.94% Q4 2025 Feb 25, 2026
Curi Capital, LLC History Added to 126,894 9,324 0.16% 0.12% 181 +32,184 33.98% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 125,212 9,200 0.03% 0.03% 182 +23,186 22.73% Q4 2025 Feb 18, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 120,805 8,877 0.02% 0.02% 183 -1,327 -1.09% Q4 2025 Feb 05, 2026
Vestmark Advisory Solutions, Inc. History Added to 119,548 8,784 0.12% 0.04% 184 +90,980 318.47% Q4 2025 Feb 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 118,927 8,738 0.01% 0.0% 185 +91,569 334.71% Q4 2025 Feb 17, 2026
Callodine Capital Management, LP History Reduced 117,000 8,597 0.69% 1.05% 186 -50,000 -29.94% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 114,868 8,440 0.01% 0.01% 187 -2,933 -2.49% Q4 2025 Feb 12, 2026
Shelter Mutual Insurance Co History No change 113,750 8,358 1.86% 1.82% 188 0 0.0% Q4 2025 Feb 13, 2026
Janney Capital Management LLC History Reduced 113,557 8,344 0.52% 0.52% 189 -2,459 -2.12% Q4 2025 Feb 11, 2026
Cutler Capital Management, LLC History Added to 111,326 8,180 2.38% 2.52% 190 +700 0.63% Q4 2025 Feb 13, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 108,821 7,996 0.1% 0.1% 191 +23 0.02% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 107,700 7,913 0.04% — 192 +107,700 New Q4 2025 Feb 12, 2026
Stamos Capital Partners, L.P. History Reduced 107,580 7,904 1.27% 1.66% 193 -15,778 -12.79% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 106,917 7,856 0.03% 0.03% 194 +15,455 16.9% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 106,300 7,810 0.01% 0.0% 195 +77,900 274.3% Q4 2025 Feb 17, 2026
South Dakota Investment Council History Reduced 105,493 7,752 0.15% 0.26% 196 -84,220 -44.39% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 105,081 7,721 0.01% 0.01% 197 +25,181 31.52% Q4 2025 Feb 13, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 104,018 7,643 1.53% 1.5% 198 -122 -0.12% Q4 2025 Jan 16, 2026
Atlantic Union Bankshares Corp History Reduced 102,214 7,510 0.14% 0.15% 199 -6,237 -5.75% Q4 2025 Feb 04, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 102,123 7,504 0.28% 0.27% 200 +1,919 1.92% Q4 2025 Jan 28, 2026
Eastover Investment Advisors LLC History Added to 101,478 7,456 3.28% 3.14% 201 +618 0.61% Q4 2025 Jan 12, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Added to 100,700 7,399 0.25% 0.08% 202 +71,230 241.7% Q4 2025 Feb 05, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 100,682 7,398 0.22% 0.24% 203 -1,507 -1.47% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History Added to 98,213 7,181 0.33% 0.34% 204 +62,463 174.72% Q4 2025 Feb 12, 2026
NIXON PEABODY TRUST CO History Reduced 97,535 7,166 0.54% 0.51% 205 -407 -0.42% Q4 2025 Feb 06, 2026
CI INVESTMENTS INC. History Reduced 95,407 7,010 0.03% 0.03% 206 -2,523 -2.58% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 94,916 6,974 0.02% 0.02% 207 +3,964 4.36% Q4 2025 Jan 30, 2026
PINNACLE ASSOCIATES LTD History Reduced 94,566 6,948 0.09% 0.09% 208 -963 -1.01% Q4 2025 Feb 05, 2026
TOWNSQUARE CAPITAL LLC History Added to 94,034 6,909 1.55% 1.01% 209 +806 0.86% Q4 2025 Feb 11, 2026
CHOREO, LLC History Reduced 92,917 6,860 0.09% 0.09% 210 -3,128 -3.26% Q4 2025 Jan 23, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 91,584 6,729 0.04% 0.04% 211 +424 0.47% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Reduced 91,438 6,718 0.02% 0.03% 212 -20,945 -18.64% Q4 2025 Feb 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 91,038 6,689 0.19% 0.2% 213 -1,664 -1.79% Q4 2025 Feb 06, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Added to 89,640 6,586 0.86% 0.81% 214 +2,465 2.83% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 88,153 6,477 0.0% 0.0% 215 +22,274 33.81% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 86,319 6,342 0.01% 0.01% 216 +6,723 8.45% Q4 2025 Jan 23, 2026
SouthState Bank Corp History Added to 84,933 6,240 0.28% 0.28% 217 +1,060 1.26% Q4 2025 Feb 11, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 84,852 6,234 0.01% 102.16% 218 -222,770 -72.42% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 84,780 6,229 0.01% 0.01% 219 +17,106 25.28% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 84,432 6,204 0.03% 0.03% 220 +12,535 17.43% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 83,000 6,098 0.02% 0.06% 221 -256,600 -75.56% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 82,838 6,087 0.09% 0.07% 222 +15,613 23.22% Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Reduced 81,969 6,023 0.02% 0.02% 223 -773 -0.93% Q4 2025 Feb 02, 2026
IEQ CAPITAL, LLC History Added to 81,709 6,003 0.02% 0.01% 224 +25,275 44.79% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Reduced 81,213 5,967 0.0% 0.0% 225 -1,407 -1.7% Q4 2025 Feb 11, 2026
TD Waterhouse Canada Inc. History Reduced 81,142 5,961 0.04% 0.04% 226 -8,716 -9.7% Q4 2025 Jan 27, 2026
Claret Asset Management Corp History Reduced 80,609 5,923 0.69% 0.69% 227 -355 -0.44% Q4 2025 Feb 11, 2026
Bleakley Financial Group, LLC History Added to 80,011 5,879 0.1% 0.11% 228 +13,563 20.41% Q4 2025 Feb 09, 2026
MOORE CAPITAL MANAGEMENT, LP History New 80,000 5,878 0.08% — 229 +80,000 New Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 79,573 5,847 0.01% 0.01% 230 -426 -0.53% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 78,957 5,801 0.04% 0.04% 231 +599 0.76% Q4 2025 Feb 12, 2026
RENAISSANCE GROUP LLC History Reduced 78,945 5,800 0.23% 0.23% 232 -5,966 -7.03% Q4 2025 Feb 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 76,981 5,656 0.1% 0.11% 233 -443 -0.57% Q4 2025 Jan 23, 2026
STATE STREET CORP History Added to 76,811 5,644 0.0% 0.0% 234 +46,289 151.66% Q4 2025 Feb 13, 2026
HENNESSY ADVISORS INC History Reduced 76,500 5,621 0.2% 0.2% 235 -4,300 -5.32% Q4 2025 Jan 27, 2026
tru Independence LLC History Reduced 76,445 5,617 1.42% 1.45% 236 -1,600 -2.05% Q4 2025 Jan 22, 2026
Schonfeld Strategic Advisors LLC History Added to 74,925 5,505 0.02% 0.02% 237 +19,125 34.27% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 74,669 5,486 0.03% 0.03% 238 +951 1.29% Q4 2025 Feb 13, 2026
Life Cycle Investment Partners Ltd History New 74,369 5,464 0.04% — 239 +74,369 New Q4 2025 Feb 09, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 73,655 5,412 0.01% 0.02% 240 -27,363 -27.09% Q4 2025 Feb 17, 2026
NEVILLE RODIE & SHAW INC History Reduced 73,150 5,375 0.38% 0.43% 241 -10,900 -12.97% Q4 2025 Jan 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 72,830 5,351 0.13% 0.14% 242 -3,366 -4.42% Q4 2025 Feb 09, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 72,333 5,315 0.0% 0.0% 243 -3,019 -4.01% Q4 2025 Jan 23, 2026
Amova Asset Management Americas, Inc. History Reduced 72,333 5,314 0.06% 0.05% 244 -3,019 -4.01% Q4 2025 Feb 11, 2026
Regency Capital Management Inc.\DE History Reduced 72,293 5,312 2.21% 2.5% 245 -1,322 -1.8% Q4 2025 Feb 11, 2026
Waverly Advisors, LLC History Added to 71,930 5,285 0.04% 0.02% 246 +47,857 198.8% Q4 2025 Feb 17, 2026
FACTORY MUTUAL INSURANCE CO History Added to 71,233 5,234 0.05% 0.02% 247 +35,959 101.94% Q4 2025 Jan 23, 2026
Laird Norton Wetherby Trust Company, LLC History New 70,823 5,204 0.11% — 248 +70,823 New Q4 2025 Feb 17, 2026
Family Manage LLC History Added to 70,501 5,180 0.65% 0.68% 249 +1,513 2.19% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History No change 70,000 5,143 0.05% 0.05% 250 0 0.0% Q4 2025 Feb 09, 2026
PITTENGER & ANDERSON INC History Added to 69,115 5,078 0.2% 0.18% 251 +280 0.41% Q4 2025 Feb 02, 2026
CWM, LLC History Reduced 68,450 5,030 0.01% 0.02% 252 -6,740 -8.96% Q4 2025 Jan 26, 2026
ADVOCATE GROUP LLC History Reduced 66,825 4,910 0.79% 0.8% 253 -1,075 -1.58% Q4 2025 Jan 20, 2026
Kimelman & Baird, LLC History No change 66,176 4,862 0.37% 0.37% 254 0 0.0% Q4 2025 Feb 06, 2026
PARK AVENUE SECURITIES LLC History Reduced 65,698 4,827 0.04% 0.04% 255 -1,846 -2.73% Q4 2025 Jan 05, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 65,659 4,824 0.15% 0.15% 256 +1,473 2.29% Q4 2025 Jan 30, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 65,375 4,803 0.37% 0.38% 257 +229 0.35% Q4 2025 Jan 16, 2026
Ashton Thomas Private Wealth, LLC History Added to 65,203 4,791 0.12% 0.07% 258 +25,697 65.05% Q4 2025 Jan 29, 2026
INSPIRE TRUST CO, N.A. History Added to 65,000 4,776 0.78% 0.79% 259 +4,000 6.56% Q4 2025 Feb 10, 2026
Quadrature Capital Ltd History New 64,735 4,756 0.05% — 260 +64,735 New Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 64,499 4,739 0.08% 0.09% 261 -8,998 -12.24% Q4 2025 Jan 28, 2026
YHB Investment Advisors, Inc. History Reduced 63,797 4,687 0.32% 0.34% 262 -1,745 -2.66% Q4 2025 Jan 16, 2026
CIBC Asset Management Inc History Added to 63,261 4,648 0.01% 0.01% 263 +5,461 9.45% Q4 2025 Feb 10, 2026
Blackstone Inc. History Added to 63,064 4,633 0.02% 0.01% 264 +44,327 236.57% Q4 2025 Feb 17, 2026
Azimuth Capital Investment Management LLC History Reduced 61,605 4,526 0.16% 0.16% 265 -785 -1.26% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 61,331 4,506 0.01% 0.01% 266 -1,144 -1.83% Q4 2025 Feb 17, 2026
Gilman Hill Asset Management, LLC History Added to 60,999 4,482 0.71% 0.67% 267 +1,206 2.02% Q4 2025 Jan 12, 2026
SBI Securities Co., Ltd. History Reduced 60,828 4,469 0.11% 0.11% 268 -601 -0.98% Q4 2025 Feb 03, 2026
Atria Investments, Inc History Reduced 60,385 4,437 0.05% 0.05% 269 -2,365 -3.77% Q4 2025 Feb 05, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 60,243 4,426 0.29% 0.29% 270 -684 -1.12% Q4 2025 Jan 27, 2026
Ausdal Financial Partners, Inc. History Reduced 60,232 4,425 0.21% 0.22% 271 -2,050 -3.29% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Reduced 59,565 4,376 0.05% 0.05% 272 -4,094 -6.43% Q4 2025 Feb 13, 2026
Drum Hill Capital, LLC History Added to 59,342 4,360 4.53% 4.53% 273 +775 1.32% Q4 2025 Jan 26, 2026
Integrated Quantitative Investments LLC History Added to 58,713 4,314 0.93% 0.85% 274 +17,081 41.03% Q4 2025 Feb 12, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 58,450 4,294 0.11% 0.12% 275 -1,803 -2.99% Q4 2025 Jan 23, 2026
Brookmont Capital Management History Reduced 58,296 4,283 2.48% 2.32% 276 -171 -0.29% Q4 2025 Feb 10, 2026
STEPHENS INC /AR/ History Added to 58,090 4,268 0.05% 0.05% 277 +2,486 4.47% Q4 2025 Feb 05, 2026
Naviter Wealth, LLC History Reduced 57,837 4,249 0.55% 0.55% 278 -8,068 -12.24% Q4 2025 Jan 21, 2026
Vident Advisory, LLC History Reduced 57,754 4,243 0.04% 0.04% 279 -3,723 -6.06% Q4 2025 Feb 18, 2026
Yarbrough Capital, LLC History No change 57,590 4,231 0.13% 0.13% 280 0 0.0% Q4 2025 Jan 14, 2026
SIGNATUREFD, LLC History Added to 57,567 4,230 0.06% 0.06% 281 +199 0.35% Q4 2025 Jan 20, 2026
Cardinal Capital Management History Added to 57,474 4,223 0.56% 0.57% 282 +143 0.25% Q4 2025 Jan 30, 2026
Capital World Investors History Added to 57,040 4,211 0.0% 0.0% 283 +1,185 2.12% Q4 2025 Feb 11, 2026
BEDDOW CAPITAL MANAGEMENT INC History Reduced 57,076 4,194 1.58% 1.54% 284 -1,425 -2.44% Q4 2025 Feb 11, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 57,042 4,191 0.45% 0.48% 285 -3,039 -5.06% Q4 2025 Feb 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 56,664 4,163 0.05% 0.06% 286 -3,207 -5.36% Q4 2025 Feb 10, 2026
DELTEC ASSET MANAGEMENT LLC History Reduced 56,471 4,149 0.69% 0.67% 287 -733 -1.28% Q4 2025 Jan 29, 2026
DRW Securities, LLC History Added to 56,393 4,143 0.11% 0.0% 288 +53,497 1847.27% Q4 2025 Feb 12, 2026
Hedges Asset Management LLC History No change 56,100 4,122 2.91% 3.07% 289 0 0.0% Q4 2025 Jan 27, 2026
Concurrent Investment Advisors, LLC History Added to 55,626 4,087 0.05% 0.06% 290 +5,842 11.73% Q4 2025 Jan 29, 2026
DODGE & COX History Reduced 55,194 4,055 0.0% 0.0% 291 -725 -1.3% Q4 2025 Feb 13, 2026
Palogic Value Management, L.P. History Reduced 55,088 4,047 1.69% 1.77% 292 -6,375 -10.37% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 54,581 4,010 0.0% 0.0% 293 +10 0.02% Q4 2025 Feb 11, 2026
NewEdge Wealth, LLC History Added to 54,268 3,987 0.05% 0.05% 294 +6,485 13.57% Q4 2025 Feb 03, 2026
Baker Avenue Asset Management, LP History Added to 53,717 3,947 0.09% 0.07% 295 +12,741 31.09% Q4 2025 Feb 10, 2026
Archford Capital Strategies, LLC History Added to 53,493 3,930 0.46% 0.36% 296 +11,184 26.43% Q4 2025 Jan 15, 2026
Vise Technologies, Inc. History Added to 53,245 3,912 0.08% 0.1% 297 +16,445 44.69% Q4 2025 Feb 11, 2026
Fort Sheridan Advisors LLC History Reduced 52,129 3,830 0.49% 0.5% 298 -861 -1.62% Q4 2025 Feb 10, 2026
REGIONS FINANCIAL CORP History Reduced 51,333 3,771 0.02% 0.03% 299 -2,585 -4.79% Q4 2025 Jan 27, 2026
OPPENHEIMER & CO INC History Added to 50,842 3,735 0.05% 0.04% 300 +1,714 3.49% Q4 2025 Feb 02, 2026
INTREPID FAMILY OFFICE LLC History No change 50,000 3,674 3.17% 2.99% 301 0 0.0% Q4 2025 Feb 17, 2026
CHICAGO TRUST Co NA History Reduced 48,594 3,570 0.56% 0.49% 302 -672 -1.36% Q4 2025 Feb 17, 2026
Aviso Financial Inc. History Added to 48,463 3,561 0.14% 0.13% 303 +2,132 4.6% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 48,251 3,545 0.01% 0.0% 304 +39,587 456.91% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 48,159 3,538 0.02% 0.02% 305 -2,849 -5.59% Q4 2025 Feb 09, 2026
HB Wealth Management, LLC History Added to 47,125 3,462 0.02% 0.02% 306 +1,795 3.96% Q4 2025 Jan 28, 2026
Sequoia Financial Advisors, LLC History Reduced 46,455 3,413 0.02% 0.02% 307 -3,000 -6.07% Q4 2025 Feb 03, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 46,245 3,398 0.01% — 308 +46,245 New Q4 2025 Feb 17, 2026
HF Advisory Group, LLC History Added to 45,951 3,376 1.18% 1.1% 309 +4,051 9.67% Q4 2025 Jan 23, 2026
BROWN ADVISORY INC History Added to 45,442 3,339 0.0% 0.0% 310 +207 0.46% Q4 2025 Feb 13, 2026
Glass Wealth Management Co LLC History Reduced 44,388 3,261 1.34% 1.42% 311 -20 -0.05% Q4 2025 Feb 04, 2026
JCIC Asset Management Inc. History Reduced 43,951 3,229 0.99% 1.0% 312 -595 -1.34% Q4 2025 Jan 22, 2026
Tower Research Capital LLC (TRC) History Reduced 43,213 3,175 0.08% 0.12% 313 -18,208 -29.64% Q4 2025 Feb 17, 2026
COMMERCE BANK History Added to 42,841 3,147 0.02% 0.02% 314 +2,919 7.31% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Reduced 43,827 3,142 0.01% 0.01% 315 -1,084 -2.41% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 42,664 3,134 0.03% 0.02% 316 +23,243 119.68% Q4 2025 Jan 23, 2026
Arkadios Wealth Advisors History Added to 42,598 3,130 0.06% 0.07% 317 +4,347 11.36% Q4 2025 Feb 13, 2026
Man Group plc History New 42,519 3,124 0.01% — 318 +42,519 New Q4 2025 Feb 17, 2026
Farringdon Capital, Ltd. History Added to 42,372 3,113 0.76% 0.69% 319 +4,255 11.16% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Added to 42,321 3,109 0.0% 0.0% 320 +19,877 88.56% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 41,928 3,080 0.07% 0.07% 321 +1,325 3.26% Q4 2025 Jan 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 41,887 3,077 0.02% 0.01% 322 +16,006 61.84% Q4 2025 Feb 17, 2026
Florida Trust Wealth Management Co History Reduced 41,748 3,067 0.08% 0.09% 323 -255 -0.61% Q4 2025 Jan 20, 2026
KEMPNER CAPITAL MANAGEMENT INC. History Reduced 41,694 3,012 2.85% 2.74% 324 -4,408 -9.56% Q4 2025 Jan 12, 2026
CULLEN/FROST BANKERS, INC. History Added to 40,846 3,001 0.03% 0.03% 325 +1,782 4.56% Q4 2025 Feb 06, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 40,518 2,977 0.25% 0.35% 326 -3,438 -7.82% Q4 2025 Jan 30, 2026
Moors & Cabot, Inc. History Reduced 40,500 2,975 0.13% 0.13% 327 -1,505 -3.58% Q4 2025 Feb 10, 2026
HORAN Wealth, LLC History Reduced 40,227 2,955 0.45% 0.46% 328 -171 -0.42% Q4 2025 Feb 04, 2026
Marble Harbor Investment Counsel, LLC History Reduced 40,100 2,946 0.31% 0.3% 329 -300 -0.74% Q4 2025 Feb 06, 2026
Columbia Asset Management History Reduced 39,890 2,931 0.52% 0.54% 330 -367 -0.91% Q4 2025 Jan 28, 2026
Advisory Services Network, LLC History Added to 39,670 2,914 0.04% 0.04% 331 +2,299 6.15% Q4 2025 Feb 17, 2026
Asio Capital, LLC History Reduced 39,002 2,865 0.4% 0.42% 332 -666 -1.68% Q4 2025 Jan 21, 2026
DMKC Advisory Services, LLC History Added to 38,987 2,864 1.26% 1.25% 333 +4,565 13.26% Q4 2025 Jan 30, 2026
Portside Wealth Group, LLC History Added to 38,782 2,849 0.38% 0.37% 334 +1,015 2.69% Q4 2025 Jan 21, 2026
Drexel Morgan & Co. History No change 38,544 2,832 0.44% 0.43% 335 0 0.0% Q4 2025 Feb 12, 2026
MITCHELL CAPITAL MANAGEMENT CO History Reduced 38,433 2,824 0.5% 0.47% 336 -350 -0.9% Q4 2025 Feb 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 38,241 2,809 0.06% 0.06% 337 +472 1.25% Q4 2025 Feb 05, 2026
Compound Planning, Inc. History Added to 38,107 2,800 0.08% 0.09% 338 +662 1.77% Q4 2025 Feb 19, 2026
Westview Management dba Westview Investment Advisors History New 38,046 2,795 1.33% — 339 +38,046 New Q4 2025 Jan 09, 2026
Private Advisor Group, LLC History Added to 37,637 2,765 0.01% 0.01% 340 +832 2.26% Q4 2025 Feb 17, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 36,944 2,715 0.49% 0.47% 341 -102 -0.28% Q4 2025 Jan 14, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 36,537 2,684 0.42% 0.44% 342 -440 -1.19% Q4 2025 Feb 11, 2026
CONTINENTAL ADVISORS LLC History No change 36,520 2,683 1.13% 1.13% 343 0 0.0% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 36,239 2,666 0.0% 0.1% 344 -709,317 -95.14% Q4 2025 Feb 05, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 36,122 2,654 0.29% 0.27% 345 -410 -1.12% Q4 2025 Feb 17, 2026
Limestone Investment Advisors LP History Reduced 36,000 2,645 0.25% 0.22% 346 -3,400 -8.63% Q4 2025 Feb 17, 2026
Great Lakes Retirement, Inc. History Added to 35,743 2,626 0.27% 0.27% 347 +1,116 3.22% Q4 2025 Feb 12, 2026
Nelson Capital Management, LLC History Added to 35,270 2,591 0.3% 0.3% 348 +233 0.67% Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 35,109 2,579 0.03% 0.03% 349 -719 -2.01% Q4 2025 Jan 29, 2026
FOREFRONT WEALTH MANAGEMENT INC. History Reduced 34,812 2,557 1.83% 1.87% 350 -753 -2.12% Q4 2025 Jan 23, 2026
Forum Financial Management, LP History Added to 34,432 2,530 0.03% 0.03% 351 +173 0.5% Q4 2025 Jan 27, 2026
Aquatic Capital Management LLC History Reduced 34,251 2,516 0.07% 0.14% 352 -74,730 -68.57% Q4 2025 Feb 17, 2026
Mill Capital Management, LLC History No change 34,218 2,514 0.18% 0.18% 353 0 0.0% Q4 2025 Feb 11, 2026
Trexquant Investment LP History Reduced 33,938 2,493 0.02% 0.14% 354 -155,177 -82.05% Q4 2025 Feb 17, 2026
Obermeyer Wealth Partners History Reduced 33,852 2,487 0.11% 0.12% 355 -853 -2.46% Q4 2025 Jan 29, 2026
apricus wealth, LLC History Added to 33,610 2,469 1.26% 1.27% 356 +720 2.19% Q4 2025 Jan 15, 2026
Independent Advisor Alliance History Added to 33,215 2,440 0.06% 0.06% 357 +403 1.23% Q4 2025 Feb 04, 2026
Steward Partners Investment Advisory, LLC History Reduced 32,946 2,420 0.01% 0.01% 358 -174 -0.53% Q4 2025 Feb 12, 2026
BBR PARTNERS, LLC History No change 32,890 2,416 0.13% 0.14% 359 0 0.0% Q4 2025 Feb 11, 2026
44 WEALTH MANAGEMENT LLC History Added to 32,666 2,400 0.81% 0.78% 360 +404 1.25% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History Reduced 32,462 2,385 0.03% 0.03% 361 -7,392 -18.55% Q4 2025 Feb 13, 2026
Galilei Investment Office LLP History No change 63,920 2,362 1.11% 1.1% 362 0 0.0% Q4 2025 Feb 11, 2026
Rathbones Group PLC History Reduced 31,908 2,344 0.01% 0.01% 363 -987 -3.0% Q4 2025 Feb 06, 2026
Beacon Pointe Advisors, LLC History Added to 31,725 2,331 0.02% 0.02% 364 +6,449 25.51% Q4 2025 Feb 18, 2026
GFS Advisors, LLC History Reduced 31,692 2,328 0.28% 0.29% 365 -485 -1.51% Q4 2025 Feb 11, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 31,603 2,322 0.16% 0.16% 366 -200 -0.63% Q4 2025 Jan 28, 2026
F/m Investments LLC History New 31,569 2,319 0.09% — 367 +31,569 New Q4 2025 Feb 03, 2026
Stolper Co History Added to 31,444 2,311 0.68% 0.66% 368 +1,042 3.43% Q4 2025 Jan 12, 2026
Caldwell Trust Co History Added to 31,381 2,305 0.2% 0.2% 369 +2,012 6.85% Q4 2025 Jan 30, 2026
Bollard Group LLC History Added to 31,244 2,296 0.06% 0.04% 370 +6,120 24.36% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 30,956 2,274 0.01% — 371 +30,956 New Q4 2025 Feb 18, 2026
Simmons Bank History No change 30,856 2,267 0.15% 0.15% 372 0 0.0% Q4 2025 Feb 05, 2026
SEGALL BRYANT & HAMILL, LLC History No change 30,526 2,243 0.03% 0.03% 373 0 0.0% Q4 2025 Feb 13, 2026
Connective Portfolio Management, LLC History New 30,195 2,218 4.0% — 374 +30,195 New Q4 2025 Jan 12, 2026
Snowden Capital Advisors LLC History Added to 30,159 2,216 0.06% 0.06% 375 +1,579 5.52% Q4 2025 Feb 17, 2026
BURNEY CO/ History Added to 30,051 2,208 0.07% 0.07% 376 +1,025 3.53% Q4 2025 Jan 23, 2026
Perigon Wealth Management, LLC History Added to 30,048 2,207 0.04% 0.04% 377 +1,241 4.31% Q4 2025 Jan 16, 2026
Cannell & Spears LLC History No change 29,903 2,197 0.04% 0.04% 378 0 0.0% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 29,864 2,183 0.02% 0.02% 379 -2,070 -6.48% Q4 2025 Jan 21, 2026
Dynasty Wealth Management, LLC History Added to 29,604 2,175 0.02% 0.03% 380 +1,098 3.85% Q4 2025 Feb 10, 2026
Advisors Asset Management, Inc. History Reduced 29,529 2,169 0.04% 0.04% 381 -5,614 -15.97% Q4 2025 Feb 12, 2026
InvesTrust History Reduced 29,378 2,158 0.83% 0.83% 383 -2,180 -6.91% Q4 2025 Jan 14, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 29,373 2,158 0.33% 0.35% 382 -1,549 -5.01% Q4 2025 Jan 13, 2026
Lester Murray Antman dba SimplyRich History Added to 29,359 2,157 0.56% 0.57% 384 +5 0.02% Q4 2025 Jan 23, 2026
Sierra Capital LLC History Reduced 29,288 2,152 0.23% 0.25% 385 -3,036 -9.39% Q4 2025 Feb 18, 2026
SCOTIA CAPITAL INC. History Added to 28,976 2,128 0.01% 0.01% 386 +121 0.42% Q4 2025 Feb 12, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 28,759 2,113 0.13% 0.12% 387 +2,285 8.63% Q4 2025 Feb 17, 2026
LMR Partners LLP History Reduced 28,400 2,086 0.0% 0.03% 388 -61,807 -68.52% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 28,207 2,072 0.06% 0.09% 389 -55,224 -66.19% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 27,384 2,065 0.0% 0.0% 390 +5,817 26.97% Q4 2025 Jan 15, 2026
Cornerstone Select Advisors, LLC History Reduced 28,113 2,065 1.43% 1.52% 391 -734 -2.54% Q4 2025 Feb 10, 2026
BAHL & GAYNOR INC History No change 28,050 2,061 0.01% 0.01% 392 0 0.0% Q4 2025 Feb 12, 2026
Range Financial Group LLC History Added to 27,710 2,036 0.7% 0.62% 393 +3,609 14.97% Q4 2025 Jan 15, 2026
Altrafin AG History No change 27,600 2,028 0.64% 0.63% 394 0 0.0% Q4 2025 Feb 13, 2026
May Hill Capital, LLC History Added to 27,580 2,026 0.26% 0.27% 395 +14,491 110.71% Q4 2025 Feb 05, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 27,429 2,015 0.73% 0.83% 396 -1,358 -4.72% Q4 2025 Jan 26, 2026
Wilmington Savings Fund Society, FSB History Reduced 27,317 2,007 0.05% 0.05% 397 -71 -0.26% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 27,310 2,006 0.0% — 398 +27,310 New Q4 2025 Feb 13, 2026
SCP Investment, LP History Added to 26,600 1,954 1.6% 1.26% 399 +4,800 22.02% Q4 2025 Feb 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 26,481 1,945 0.14% 0.12% 400 +1,727 6.98% Q4 2025 Feb 12, 2026
Altman Advisors, Inc. History Added to 26,448 1,943 0.73% 0.72% 401 +164 0.62% Q4 2025 Feb 04, 2026
Gradient Investments LLC History Added to 26,395 1,939 0.03% 0.02% 402 +8,443 47.03% Q4 2025 Jan 08, 2026
ARS Wealth Advisors Group, LLC History Reduced 26,376 1,938 0.17% 0.19% 403 -607 -2.25% Q4 2025 Jan 12, 2026
ABSHER WEALTH MANAGEMENT, LLC History Added to 26,284 1,931 0.23% 0.22% 404 +727 2.84% Q4 2025 Jan 28, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 26,256 1,929 0.07% 0.08% 405 -889 -3.28% Q4 2025 Feb 13, 2026
WATERS PARKERSON & CO., LLC History Added to 26,231 1,927 0.09% 0.09% 406 +145 0.56% Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Reduced 28,510 1,918 0.05% 0.04% 407 -622 -2.14% Q4 2025 Feb 11, 2026
Howard Capital Management Inc. History Added to 26,051 1,914 0.02% 0.02% 408 +3,092 13.47% Q4 2025 Jan 23, 2026
Bank OZK History Added to 26,031 1,912 0.67% 0.65% 409 +497 1.95% Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 25,976 1,908 0.06% 0.06% 410 +44 0.17% Q4 2025 Feb 13, 2026
SeaCrest Wealth Management, LLC History Added to 26,582 1,901 0.19% 0.19% 411 +2,813 11.83% Q4 2025 Jan 12, 2026
Octavia Wealth Advisors, LLC History Reduced 25,853 1,899 0.18% 0.19% 412 -152 -0.58% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 25,688 1,887 0.01% — 413 +25,688 New Q4 2025 Feb 05, 2026
Cherokee Insurance Co History No change 25,439 1,869 0.76% 0.78% 414 0 0.0% Q4 2025 Jan 29, 2026
Prosperity Consulting Group, LLC History Added to 25,140 1,847 0.08% 0.08% 415 +1,093 4.55% Q4 2025 Feb 17, 2026
HighPoint Advisor Group LLC History Reduced 24,893 1,829 0.08% 0.09% 416 -335 -1.33% Q4 2025 Feb 04, 2026
CSS LLC/IL History Reduced 24,732 1,817 0.08% 0.1% 417 -5,807 -19.02% Q4 2025 Feb 17, 2026
Perpetual Ltd History Added to 24,695 1,814 0.03% 0.01% 419 +8,856 55.91% Q4 2025 Jan 20, 2026
EARNEST PARTNERS LLC History Reduced 24,691 1,814 0.01% 0.01% 418 -3,276 -11.71% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Reduced 24,668 1,812 0.02% 0.02% 420 -1,088 -4.22% Q4 2025 Jan 20, 2026
REIK & CO., LLC History Reduced 24,602 1,807 0.5% 0.48% 421 -1,749 -6.64% Q4 2025 Feb 05, 2026
RWA WEALTH PARTNERS, LLC History Added to 24,562 1,804 0.02% 0.02% 422 +930 3.94% Q4 2025 Feb 12, 2026
Phoenix Financial Ltd. History Reduced 24,500 1,799 0.02% 0.02% 423 -53,101 -68.43% Q4 2025 Feb 05, 2026
Aaron Wealth Advisors LLC History Added to 24,393 1,792 0.1% 0.08% 424 +4,832 24.7% Q4 2025 Jan 21, 2026
PCM Encore, LLC History New 24,323 1,787 0.38% — 425 +24,323 New Q4 2025 Feb 13, 2026
Greystone Financial Group, LLC History Added to 24,281 1,784 0.28% 0.27% 426 +202 0.84% Q4 2025 Jan 27, 2026
Cohen Capital Management, Inc. History No change 24,200 1,778 0.27% 0.27% 427 0 0.0% Q4 2025 Jan 20, 2026
World Investment Advisors History Added to 24,054 1,767 0.03% 0.02% 428 +7,814 48.12% Q4 2025 Mar 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 23,872 1,753 0.03% 0.03% 429 +1,127 4.95% Q4 2025 Feb 12, 2026
COOKSON PEIRCE & CO INC History Added to 23,697 1,741 0.07% 0.06% 430 +3,229 15.78% Q4 2025 Feb 11, 2026
HOWE & RUSLING INC History Reduced 23,652 1,737 0.11% 0.12% 431 -793 -3.24% Q4 2025 Feb 17, 2026
MONTAG A & ASSOCIATES INC History Reduced 23,561 1,731 0.08% 0.08% 432 -1,052 -4.27% Q4 2025 Feb 02, 2026
Global Retirement Partners, LLC History Added to 23,542 1,729 0.03% 0.02% 433 +12,639 115.92% Q4 2025 Feb 06, 2026
PARK NATIONAL CORP /OH/ History Reduced 23,400 1,719 0.05% 0.05% 434 -59 -0.25% Q4 2025 Jan 05, 2026
Avidian Wealth Enterprises, LLC History Added to 23,166 1,702 0.06% 0.06% 435 +14 0.06% Q4 2025 Feb 02, 2026
Leo Wealth, LLC History Added to 23,155 1,701 0.12% 0.16% 436 +5,361 30.13% Q4 2025 Jan 21, 2026
Merit Financial Group, LLC History Added to 23,082 1,696 0.01% 0.01% 437 +3,102 15.53% Q4 2025 Jan 26, 2026
Clearstead Advisors, LLC History Added to 23,005 1,690 0.02% 0.02% 438 +1,770 8.34% Q4 2025 Feb 09, 2026
Game Creek Capital, LP History Reduced 23,000 1,690 0.56% 0.58% 439 -250 -1.08% Q4 2025 Feb 17, 2026
TCTC Holdings, LLC History Added to 22,975 1,688 0.05% 0.02% 440 +12,442 118.12% Q4 2025 Feb 12, 2026
Hilltop National Bank History Added to 22,942 1,685 0.41% 0.4% 441 +175 0.77% Q4 2025 Jan 07, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Reduced 22,870 1,680 0.83% 0.84% 442 -273 -1.18% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 22,838 1,678 0.02% 0.02% 443 +261 1.16% Q4 2025 Jan 16, 2026
Old Port Advisors History Added to 22,678 1,666 0.41% 0.37% 444 +1,862 8.95% Q4 2025 Jan 08, 2026
Wellington Shields Capital Management, LLC History Reduced 22,575 1,658 0.24% 0.25% 445 -200 -0.88% Q4 2025 Feb 09, 2026
BTC Capital Management, Inc. History Reduced 22,431 1,648 0.11% 0.14% 446 -5,475 -19.62% Q4 2025 Jan 15, 2026
Baker Ellis Asset Management LLC History Reduced 22,293 1,638 0.2% 0.2% 447 -500 -2.19% Q4 2025 Jan 21, 2026
Prime Capital Investment Advisors, LLC History Added to 22,244 1,634 0.02% 0.02% 448 +178 0.81% Q4 2025 Jan 21, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 22,231 1,633 0.59% 0.58% 449 -61 -0.27% Q4 2025 Feb 10, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 22,158 1,628 0.45% 0.49% 450 -1,500 -6.34% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Added to 22,147 1,627 0.04% 0.03% 451 +678 3.16% Q4 2025 Feb 04, 2026
Checchi Capital Advisers, LLC History Reduced 22,103 1,624 0.08% 0.08% 452 -371 -1.65% Q4 2025 Jan 27, 2026
Garrett Wealth Advisory Group, LLC History Reduced 22,088 1,623 0.31% 0.32% 453 -591 -2.61% Q4 2025 Feb 04, 2026
Wealthspire Advisors, LLC History Added to 22,067 1,621 0.01% 0.01% 454 +5,525 33.4% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Added to 21,979 1,614 0.1% 0.08% 455 +26 0.12% Q4 2025 Feb 17, 2026
FOSTER & MOTLEY INC History Reduced 21,914 1,610 0.09% 0.09% 456 -1,231 -5.32% Q4 2025 Jan 15, 2026
EVOLVE PRIVATE WEALTH, LLC History New 21,831 1,604 0.1% — 457 +21,831 New Q4 2025 Feb 17, 2026
Herold Advisors, Inc. History Added to 21,815 1,603 0.36% 0.36% 458 +9 0.04% Q4 2025 Feb 17, 2026
Abel Hall, LLC History Added to 21,779 1,600 0.37% 0.42% 459 +7,302 50.44% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 21,721 1,596 0.03% 0.03% 460 -1,156 -5.05% Q4 2025 Feb 05, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 21,646 1,590 0.08% 0.09% 461 -2,390 -9.94% Q4 2025 Feb 02, 2026
Smartleaf Asset Management LLC History Added to 21,332 1,574 0.06% 0.09% 462 +2,352 12.39% Q4 2025 Feb 13, 2026
PFG Investments, LLC History Reduced 21,218 1,559 0.07% 0.08% 463 -39 -0.18% Q4 2025 Jan 26, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 21,181 1,556 0.29% 0.31% 464 +234 1.12% Q4 2025 Feb 09, 2026
Coppell Advisory Solutions LLC History Reduced 20,989 1,549 0.15% 0.16% 465 -379 -1.77% Q4 2025 Feb 17, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 42,090 1,546 0.1% 0.1% 466 +22,187 111.48% Q4 2025 Feb 05, 2026
SENTINEL TRUST CO LBA History No change 21,037 1,546 0.15% 0.15% 467 0 0.0% Q4 2025 Jan 29, 2026
Hartree Partners, LP History Added to 21,000 1,543 0.56% 0.37% 468 +6,000 40.0% Q4 2025 Feb 17, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 20,977 1,541 0.08% 0.08% 469 -337 -1.58% Q4 2025 Feb 11, 2026
Fiduciary Alliance LLC History Reduced 20,964 1,540 0.1% 0.13% 470 -6,080 -22.48% Q4 2025 Jan 22, 2026
Mesirow Financial Investment Management, Inc. History Reduced 20,859 1,532 0.03% 0.03% 471 -3,780 -15.34% Q4 2025 Feb 05, 2026
West Family Investments, Inc. History Reduced 20,722 1,522 0.36% 60.32% 472 -4,199 -16.85% Q4 2025 Feb 11, 2026
Red Spruce Capital, LLC History Added to 20,686 1,520 0.61% 0.59% 473 +372 1.83% Q4 2025 Jan 06, 2026
Kovitz Investment Group Partners, LLC History Added to 20,637 1,516 0.03% 0.0% 474 +5,261 34.22% Q4 2025 Feb 20, 2026
Savant Capital, LLC History Added to 20,581 1,512 0.01% 0.01% 475 +2,350 12.89% Q4 2025 Feb 10, 2026
WESBANCO BANK INC History Reduced 20,565 1,511 0.04% 0.05% 476 -5,489 -21.07% Q4 2025 Feb 03, 2026
Composition Wealth, LLC History Added to 20,097 1,476 0.02% 0.02% 477 +169 0.85% Q4 2025 Feb 02, 2026
Recurrent Investment Advisors LLC History Added to 53,641 1,473 0.11% 0.11% 478 +521 0.98% Q4 2025 Feb 13, 2026
Guardian Partners Inc. History New 18,654 1,469 0.12% — 479 +18,654 New Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 19,925 1,464 0.01% 0.01% 480 -220 -1.09% Q4 2025 Feb 13, 2026
Frank, Rimerman Advisors LLC History Added to 19,896 1,461 0.09% 0.09% 481 +118 0.6% Q4 2025 Jan 15, 2026
Victrix Investment Advisors History Added to 19,881 1,460 0.57% 0.76% 483 +525 2.71% Q4 2025 Feb 11, 2026
Barry Investment Advisors, LLC History Reduced 19,873 1,460 0.32% 0.33% 482 -441 -2.17% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 19,853 1,458 0.77% 0.83% 484 -6,795 -25.5% Q4 2025 Feb 12, 2026
MidWestOne Financial Group, Inc. History Added to 19,693 1,447 0.16% 0.16% 485 +890 4.73% Q4 2025 Feb 12, 2026
Integrated Investment Consultants, LLC History Added to 19,569 1,437 0.28% 0.04% 486 +16,251 489.78% Q4 2025 Mar 03, 2026
Israel Discount Bank of New York History No change 19,424 1,427 3.88% 4.11% 487 0 0.0% Q4 2025 Jan 28, 2026
Ipswich Investment Management Co., Inc. History No change 19,409 1,426 0.33% 0.32% 488 0 0.0% Q4 2025 Jan 16, 2026
American Capital Advisory, LLC History Added to 19,245 1,414 0.61% 0.63% 489 +134 0.7% Q4 2025 Jan 30, 2026
Savvy Advisors, Inc. History Added to 19,160 1,407 0.05% 0.06% 490 +952 5.23% Q4 2025 Jan 20, 2026
Chicago Capital, LLC History Added to 19,085 1,402 0.03% 0.03% 491 +1,563 8.92% Q4 2025 Jan 26, 2026
Solstein Capital, LLC History No change 19,071 1,401 0.56% 0.31% 492 0 0.0% Q4 2025 Feb 13, 2026
Manske Wealth Management History Reduced 19,012 1,397 0.41% 0.42% 493 -317 -1.64% Q4 2025 Feb 03, 2026
Midwest Trust Co History Added to 18,992 1,395 0.02% 0.02% 494 +1,709 9.89% Q4 2025 Feb 04, 2026
AlphaCore Capital LLC History Added to 18,804 1,381 0.03% 0.03% 495 +4,519 31.63% Q4 2025 Feb 05, 2026
Unified Investment Management History Added to 18,803 1,381 1.38% 1.34% 496 +40 0.21% Q4 2025 Feb 09, 2026
Kingsview Wealth Management, LLC History Added to 18,754 1,378 0.02% 0.02% 498 +2,388 14.59% Q4 2025 Feb 09, 2026
Sterling Capital Management LLC History Reduced 18,760 1,378 0.02% 0.02% 497 -33 -0.18% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 18,569 1,364 0.06% 0.06% 499 -479 -2.51% Q4 2025 Feb 09, 2026
Summit Financial, LLC History Added to 18,512 1,360 0.02% 0.02% 500 +1,230 7.12% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Added to 17,958 1,319 0.1% 0.1% 501 +139 0.78% Q4 2025 Feb 18, 2026
MATHER GROUP, LLC. History Added to 17,793 1,307 0.01% 0.01% 502 +186 1.06% Q4 2025 Jan 13, 2026
WealthTrust Axiom LLC History Added to 17,770 1,305 0.34% 0.34% 503 +240 1.37% Q4 2025 Feb 13, 2026
GREENLEAF TRUST History Reduced 17,610 1,293 0.01% 0.01% 504 -476 -2.63% Q4 2025 Jan 21, 2026
SHUFRO ROSE & CO LLC History Reduced 17,550 1,289 0.09% 0.14% 505 -5,764 -24.72% Q4 2025 Feb 09, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 17,513 1,286 0.04% 0.05% 506 -2,281 -11.52% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History Added to 17,414 1,279 0.01% 0.01% 507 +3,231 22.78% Q4 2025 Feb 02, 2026
RESOLUTE CAPITAL, LLC History New 17,318 1,272 0.53% — 508 +17,318 New Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 17,300 1,271 0.0% 0.0% 509 -9,100 -34.47% Q4 2025 Feb 17, 2026
Evelyn Partners Investment Management LLP History No change 17,297 1,270 0.04% 0.04% 510 0 0.0% Q4 2025 Feb 13, 2026
Poehling Capital Management, INC. History Reduced 17,101 1,256 0.26% 0.26% 511 -59 -0.34% Q4 2025 Feb 06, 2026
HBK Sorce Advisory LLC History Reduced 16,654 1,253 0.03% 0.03% 513 -531 -3.09% Q4 2025 Feb 09, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 17,054 1,253 0.12% 0.1% 512 -32 -0.19% Q4 2025 Jan 12, 2026
Next Level Private LLC History Reduced 17,005 1,249 0.33% 0.37% 514 -103 -0.6% Q4 2025 Jan 07, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 17,594 1,246 0.16% 0.17% 515 -292 -1.63% Q4 2025 Jan 12, 2026
PCB Capital LLC History New 16,770 1,232 1.98% — 516 +16,770 New Q4 2025 Apr 09, 2026
Strategic Global Advisors, LLC History Added to 16,726 1,229 0.19% 0.14% 517 +3,464 26.12% Q4 2025 Feb 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 16,699 1,227 0.0% 0.0% 518 -690 -3.97% Q4 2025 Feb 13, 2026
Glenview Trust Co History Added to 16,681 1,225 0.02% 0.02% 519 +319 1.95% Q4 2025 Feb 09, 2026
HSBC HOLDINGS PLC History Reduced 16,658 1,224 0.0% 0.01% 520 -133,357 -88.9% Q4 2025 Mar 20, 2026
LSV ASSET MANAGEMENT History No change 16,500 1,212 0.0% 0.0% 521 0 0.0% Q4 2025 Feb 06, 2026
SWEENEY & MICHEL, LLC History Added to 15,072 1,209 0.36% 0.35% 522 +276 1.87% Q4 2025 Feb 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 16,422 1,206 0.0% 0.0% 523 +1,568 10.56% Q4 2025 Feb 09, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 15,917 1,200 0.01% 0.01% 524 0 0.0% Q4 2025 Jan 28, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 16,247 1,193 0.02% 0.02% 525 +69 0.43% Q4 2025 Jan 07, 2026
Qtron Investments LLC History Added to 16,218 1,191 0.15% 0.13% 526 +1,690 11.63% Q4 2025 Feb 12, 2026
AUXIER ASSET MANAGEMENT LLC History Reduced 16,188 1,189 0.17% 0.16% 527 -263 -1.6% Q4 2025 Feb 17, 2026
Nicholas Hoffman & Company, LLC. History Reduced 16,184 1,189 0.03% 0.03% 528 -202 -1.23% Q4 2025 Feb 02, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 16,020 1,177 0.02% 0.02% 529 0 0.0% Q4 2025 Feb 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 15,999 1,175 0.02% 0.01% 530 +1,098 7.37% Q4 2025 Feb 09, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 15,924 1,170 0.23% 0.22% 531 0 0.0% Q4 2025 Feb 10, 2026
ASO GROUP Ltd History New 15,890 1,168 0.46% — 532 +15,890 New Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Reduced 15,655 1,150 0.02% 0.02% 533 -164 -1.04% Q4 2025 Feb 11, 2026
PROFUND ADVISORS LLC History Added to 15,328 1,126 0.03% 0.02% 534 +5,716 59.47% Q4 2025 Feb 06, 2026
Permanens Capital L.P. History New 15,210 1,117 0.15% — 535 +15,210 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 15,213 1,117 0.01% 0.01% 536 +1,703 12.61% Q4 2025 Jan 26, 2026
Avantra Family Wealth, Inc. History Added to 15,173 1,114 0.81% 0.79% 537 +408 2.76% Q4 2025 Jan 21, 2026
Texas Yale Capital Corp. History No change 15,123 1,111 0.03% 0.03% 538 0 0.0% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Added to 15,108 1,110 0.0% 0.0% 539 +1,784 13.39% Q4 2025 Feb 06, 2026
Sowell Financial Services LLC History Added to 15,037 1,104 0.04% 0.04% 540 +1,058 7.57% Q4 2025 Jan 21, 2026
Madison Asset Management, LLC History Reduced 14,929 1,096 0.01% 0.01% 541 -634 -4.07% Q4 2025 Feb 04, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 14,890 1,094 0.22% 0.29% 542 -3,400 -18.59% Q4 2025 Jan 16, 2026
Miller Global Investments, LLC History New 14,888 1,093 0.99% — 544 +14,888 New Q4 2025 Jan 05, 2026
Dynamic Technology Lab Private Ltd History New 14,880 1,093 0.25% — 543 +14,880 New Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Reduced 14,801 1,087 0.07% 0.07% 545 -79 -0.53% Q4 2025 Feb 20, 2026
London & Capital Asset Management Ltd History Added to 14,776 1,085 0.01% 0.07% 546 +651 4.61% Q4 2025 Feb 17, 2026
SOL Capital Management CO History Reduced 14,698 1,080 0.1% 0.1% 547 -510 -3.35% Q4 2025 Jan 30, 2026
WEDBUSH SECURITIES INC History Added to 14,658 1,077 0.03% 0.03% 548 +1,544 11.77% Q4 2025 Feb 12, 2026
Cyndeo Wealth Partners, LLC History No change 14,617 1,074 0.06% 0.06% 549 0 0.0% Q4 2025 Jan 07, 2026
Altshuler Shaham Ltd History Reduced 14,600 1,072 0.02% 0.04% 550 -15,400 -51.33% Q4 2025 Feb 17, 2026
AMERICAN FINANCIAL GROUP INC History No change 14,500 1,065 0.39% 0.4% 551 0 0.0% Q4 2025 Feb 12, 2026
Independence Bank of Kentucky History Added to 14,481 1,064 0.13% 0.13% 552 +10 0.07% Q4 2025 Jan 20, 2026
Trust Point Inc. History Added to 14,375 1,056 0.08% 0.07% 553 +2,675 22.86% Q4 2025 Jan 13, 2026
HUB Investment Partners, LLC History Added to 14,380 1,056 0.03% 0.03% 554 +243 1.72% Q4 2025 Feb 17, 2026
Crewe Advisors LLC History Reduced 14,146 1,039 0.09% 0.1% 555 -697 -4.7% Q4 2025 Jan 16, 2026
Intrua Financial, LLC History Added to 14,140 1,038 0.11% 0.1% 556 +1,223 9.47% Q4 2025 Feb 05, 2026
Great Diamond Partners, LLC History Reduced 13,938 1,024 0.2% 0.2% 557 -327 -2.29% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Reduced 13,909 1,022 0.02% 0.03% 558 -238 -1.68% Q4 2025 Feb 06, 2026
HM PAYSON & CO History Added to 13,786 1,012 0.01% 0.01% 559 +12 0.09% Q4 2025 Feb 12, 2026
NORDEN GROUP LLC History Reduced 13,767 1,011 0.1% 0.1% 560 -214 -1.53% Q4 2025 Jan 13, 2026
LEE DANNER & BASS INC History No change 13,703 1,006 0.07% 0.07% 561 0 0.0% Q4 2025 Jan 29, 2026
IHT Wealth Management, LLC History Added to 13,630 1,001 0.02% 0.02% 562 +1,201 9.66% Q4 2025 Feb 17, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 13,516 993 0.05% 0.03% 563 +7,511 125.08% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Reduced 13,488 991 0.02% 0.02% 565 -837 -5.84% Q4 2025 Jan 22, 2026
Traynor Capital Management, Inc. History Reduced 13,496 991 0.05% 0.06% 564 -193 -1.41% Q4 2025 Jan 12, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 13,446 988 0.01% 0.01% 566 +3,775 39.03% Q4 2025 Feb 11, 2026
TORONTO DOMINION BANK History Added to 13,393 983 0.0% 0.0% 567 +1,878 16.31% Q4 2025 Feb 17, 2026
Rodgers Brothers Inc. History Reduced 13,375 982 0.12% 0.14% 568 -2,400 -15.21% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Reduced 13,367 982 0.0% 0.0% 569 -1,044 -7.24% Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Added to 13,375 982 0.02% 0.02% 570 +183 1.39% Q4 2025 Feb 06, 2026
Ballentine Partners, LLC History Reduced 13,362 981 0.01% 0.01% 571 -1,729 -11.46% Q4 2025 Feb 03, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 13,248 973 0.0% 0.0% 572 +1,767 15.39% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Added to 13,204 971 0.0% 0.0% 573 +589 4.67% Q4 2025 Feb 05, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 12,844 967 0.68% 0.66% 574 -30 -0.23% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 13,148 966 0.07% 0.06% 576 +1,465 12.54% Q4 2025 Jan 23, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 13,149 966 0.04% 0.04% 575 0 0.0% Q4 2025 Feb 13, 2026
EQUITABLE TRUST CO History Added to 13,127 964 0.04% 0.04% 577 +107 0.82% Q4 2025 Feb 02, 2026
FIRST HORIZON CORP History Added to 13,081 961 0.04% 0.04% 578 +2,620 25.05% Q4 2025 Jan 27, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 13,065 960 0.07% 0.07% 579 +658 5.3% Q4 2025 Feb 09, 2026
Lebenthal Global Advisors, LLC History Added to 13,034 957 0.15% 0.15% 580 +867 7.13% Q4 2025 Jan 28, 2026
EPG Wealth Management LLC History Added to 12,959 952 0.26% 0.25% 581 +155 1.21% Q4 2025 Jan 28, 2026
BECK MACK & OLIVER LLC History Reduced 12,947 951 0.02% 0.02% 582 -700 -5.13% Q4 2025 Feb 12, 2026
Everstar Asset Management, LLC History Added to 12,835 943 0.51% 0.5% 583 +527 4.28% Q4 2025 Feb 05, 2026
Chesley Taft & Associates LLC History Added to 12,808 941 0.04% 0.04% 584 +500 4.06% Q4 2025 Jan 14, 2026
SAGE RHINO CAPITAL LLC History Reduced 12,804 940 0.18% 0.18% 585 -457 -3.45% Q4 2025 Jan 30, 2026
M Holdings Securities, Inc. History New 12,736 936 0.07% — 586 +12,736 New Q4 2025 Feb 11, 2026
Main Street Financial Solutions, LLC History Reduced 12,737 935 0.07% 0.06% 587 -1,056 -7.66% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 12,561 922 0.02% 0.01% 588 +3,393 37.01% Q4 2025 Jan 14, 2026
GAMMA Investing LLC History Added to 14,418 920 0.05% 0.05% 589 +469 3.36% Q4 2025 Jan 05, 2026
One Wealth Advisors, LLC History Reduced 12,480 917 0.11% 0.11% 590 -131 -1.04% Q4 2025 Feb 02, 2026
MOTCO History Added to 12,462 915 0.08% 0.06% 591 +3,596 40.56% Q4 2025 Feb 06, 2026
Aprio Wealth Management, LLC History Added to 8,731 913 0.05% 0.04% 592 +2,795 47.09% Q4 2025 Jan 29, 2026
Busey Bank History Added to 12,339 906 0.02% 0.02% 593 +1,313 11.91% Q4 2025 Jan 27, 2026
Strait & Sound Wealth Management LLC History New 12,289 902 0.34% — 594 +12,289 New Q4 2025 Feb 04, 2026
COWA, LLC History Reduced 12,187 895 0.27% 0.36% 595 -2,856 -18.99% Q4 2025 Feb 12, 2026
Dorsey & Whitney Trust CO LLC History Added to 12,161 893 0.05% 0.04% 596 +1,495 14.02% Q4 2025 Feb 11, 2026
Crescent Sterling, Ltd. History Reduced 12,148 892 0.91% 0.97% 597 -780 -6.03% Q4 2025 Jan 07, 2026
Net Worth Advisory Group History Added to 12,027 883 0.18% 0.2% 600 +2,372 24.57% Q4 2025 Jan 14, 2026
Clear Creek Financial Management, LLC History Added to 12,029 883 0.07% 0.07% 599 +475 4.11% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 12,027 883 0.01% 0.01% 598 +243 2.06% Q4 2025 Feb 12, 2026
Ethic Inc. History Added to 12,009 882 0.01% 0.01% 601 +1,183 10.93% Q4 2025 Feb 03, 2026
Alhambra Investment Management LLC History Reduced 12,010 882 0.41% 0.41% 602 -156 -1.28% Q4 2025 Jan 15, 2026
HANCOCK WHITNEY CORP History Reduced 11,934 876 0.02% 0.02% 603 -70 -0.58% Q4 2025 Feb 17, 2026
Capital Investment Advisors, LLC History Added to 11,803 867 0.01% 0.01% 604 +215 1.86% Q4 2025 Jan 13, 2026
Brucke Financial, Inc. History Added to 11,753 863 0.47% 0.51% 605 +233 2.02% Q4 2025 Jan 12, 2026
Pines Wealth Management, LLC History Added to 11,738 862 0.28% 0.28% 606 +15 0.13% Q4 2025 Feb 02, 2026
Summit Trail Advisors, LLC History Reduced 11,721 861 0.01% 0.01% 607 -2,528 -17.74% Q4 2025 Feb 17, 2026
PDS Planning, Inc History Added to 11,701 859 0.06% 0.05% 608 +1,250 11.96% Q4 2025 Jan 26, 2026
Koshinski Asset Management, Inc. History Reduced 11,634 854 0.05% 0.06% 609 -569 -4.66% Q4 2025 Feb 03, 2026
SCHULHOFF & CO INC History Added to 11,622 853 0.36% 0.35% 610 +10 0.09% Q4 2025 Feb 11, 2026
SYON CAPITAL LLC History Added to 11,599 852 0.04% 0.04% 611 +889 8.3% Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History Reduced 11,594 851 0.12% 0.12% 612 -377 -3.15% Q4 2025 Feb 13, 2026
Gratus Wealth Advisors, LLC History Added to 11,562 849 0.12% 0.11% 613 +167 1.47% Q4 2025 Feb 04, 2026
SUMMITRY LLC History Added to 11,508 845 0.04% 0.03% 614 +1,107 10.64% Q4 2025 Feb 09, 2026
CENTRAL TRUST Co History Reduced 11,488 844 0.02% 0.02% 615 -1,168 -9.23% Q4 2025 Feb 02, 2026
Hudson Portfolio Management LLC History No change 11,472 842 0.72% 0.73% 616 0 0.0% Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Reduced 11,400 837 0.01% 0.08% 617 -269,800 -95.95% Q4 2025 Feb 11, 2026
INTRUST BANK NA History Added to 11,364 835 0.07% 0.07% 618 +342 3.1% Q4 2025 Feb 06, 2026
Meridian Wealth Management, LLC History Added to 11,358 834 0.03% 0.03% 619 +723 6.8% Q4 2025 Feb 04, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 11,336 832 0.03% 0.03% 620 -1,200 -9.57% Q4 2025 Feb 11, 2026
B. Riley Wealth Advisors, Inc. History Added to 11,312 831 0.04% 0.04% 621 +81 0.72% Q4 2025 Feb 17, 2026
Haverford Trust Co History Reduced 11,269 828 0.01% 0.01% 622 -146 -1.28% Q4 2025 Feb 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 11,278 828 0.01% 0.01% 623 +30 0.27% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 11,267 827 0.01% 0.0% 624 +3,181 39.34% Q4 2025 Feb 17, 2026
INGALLS & SNYDER LLC History No change 11,197 823 0.03% 0.03% 625 0 0.0% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 11,160 820 0.01% 0.01% 626 +26 0.23% Q4 2025 Feb 09, 2026
Wedmont Private Capital History Added to 11,435 818 0.03% 0.03% 627 +6 0.05% Q4 2025 Jan 08, 2026
Joel Isaacson & Co., LLC History Added to 11,092 815 0.03% 0.02% 629 +3,372 43.68% Q4 2025 Jan 30, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 11,100 815 0.11% 0.11% 628 0 0.0% Q4 2025 Feb 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 11,051 812 0.04% 0.05% 630 -3,879 -25.98% Q4 2025 Jan 21, 2026
FIRST MANHATTAN CO. LLC. History Added to 11,004 808 0.0% 0.0% 631 +2,672 32.07% Q4 2025 Feb 17, 2026
U S GLOBAL INVESTORS INC History No change 11,000 808 0.09% 0.09% 632 0 0.0% Q4 2025 Jan 28, 2026
Finivi Inc. History New 10,964 805 0.47% — 633 +10,964 New Q4 2025 Jan 27, 2026
NWAM LLC History Added to 10,910 799 0.04% 0.04% 634 +257 2.41% Q4 2025 Feb 04, 2026
Gallacher Capital Management LLC History Added to 10,872 798 0.31% 0.31% 635 +16 0.15% Q4 2025 Feb 03, 2026
DENALI ADVISORS LLC History Added to 10,827 795 0.09% 0.09% 636 +137 1.28% Q4 2025 Feb 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 10,804 793 0.01% 0.02% 637 -1,282 -10.61% Q4 2025 Jan 16, 2026
Sendero Wealth Management, LLC History Reduced 10,763 790 0.09% 0.12% 638 -4,136 -27.76% Q4 2025 Jan 13, 2026
Fifth Third Wealth Advisors LLC History Added to 10,694 785 0.03% 0.03% 639 +302 2.91% Q4 2025 Jan 15, 2026
Versant Capital Management, Inc History Added to 10,666 783 0.1% 0.09% 640 +1,271 13.53% Q4 2025 Jan 08, 2026
CURA WEALTH ADVISORS, LLC History Reduced 10,653 782 0.3% 0.29% 641 -12 -0.11% Q4 2025 Jan 23, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 10,627 780 0.01% 0.01% 642 -10 -0.09% Q4 2025 Feb 05, 2026
Smithfield Trust Co History Added to 10,524 775 0.03% 0.03% 643 +850 8.79% Q4 2025 Feb 09, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 10,549 775 0.17% 0.26% 644 +2 0.02% Q4 2025 Feb 12, 2026
Banco de Sabadell, S.A History Reduced 10,535 773 0.5% 0.5% 645 -93 -0.88% Q4 2025 Feb 09, 2026
SMITH, MOORE & CO. History Reduced 10,427 766 0.06% 0.06% 646 -185 -1.74% Q4 2025 Jan 23, 2026
Aull & Monroe Investment Management Corp History Reduced 10,426 766 0.38% 0.38% 647 -100 -0.95% Q4 2025 Jan 09, 2026
New Republic Capital, LLC History Added to 10,395 763 0.2% 0.1% 648 +5,919 132.24% Q4 2025 Feb 10, 2026
MSH Capital Advisors LLC History Added to 10,350 760 0.16% 0.16% 649 +1,824 21.39% Q4 2025 Feb 09, 2026
Kathmere Capital Management, LLC History Added to 10,282 755 0.05% 0.05% 650 +193 1.91% Q4 2025 Jan 13, 2026
Pingora Partners LLC History Reduced 10,270 754 0.46% 0.54% 652 -1,155 -10.11% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Reduced 10,270 754 0.02% 0.02% 651 -602 -5.54% Q4 2025 Jan 09, 2026
Shoker Investment Counsel, Inc. History Reduced 10,253 753 0.22% 0.22% 654 -279 -2.65% Q4 2025 Feb 04, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 10,252 753 0.07% 0.07% 653 -165 -1.58% Q4 2025 Jan 20, 2026
Sigma Planning Corp History Reduced 10,230 751 0.02% 0.02% 655 -286 -2.72% Q4 2025 Jan 30, 2026
Integrated Advisors Network LLC History Reduced 10,209 750 0.03% 0.03% 656 -601 -5.56% Q4 2025 Feb 17, 2026
Diversified Trust Co History Reduced 10,138 744 0.01% 0.01% 657 -223 -2.15% Q4 2025 Jan 09, 2026
Investors Research Corp History Reduced 10,107 742 0.14% 0.14% 658 -250 -2.41% Q4 2025 Jan 06, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 10,055 738 0.11% 0.09% 659 +2,152 27.23% Q4 2025 Feb 11, 2026
LOM Asset Management Ltd History No change 10,050 738 0.21% 0.22% 660 0 0.0% Q4 2025 Jan 23, 2026
Choate Investment Advisors History Added to 10,014 735 0.01% 0.01% 661 +1,824 22.27% Q4 2025 Feb 09, 2026
Payne Capital LLC History No change 10,000 734 0.75% 0.73% 662 0 0.0% Q4 2025 Jan 20, 2026
Clarius Group, LLC History No change 9,969 732 0.04% 0.04% 663 0 0.0% Q4 2025 Jan 14, 2026
SALT Holding Corp. History New 9,938 730 0.57% — 664 +9,938 New Q4 2025 Feb 17, 2026
Linden Thomas Advisory Services, LLC History Added to 9,903 727 0.07% 0.07% 665 +453 4.79% Q4 2025 Jan 16, 2026
OpenArc Corporate Advisory, LLC History New 9,874 725 0.01% — 667 +9,874 New Q4 2025 Feb 13, 2026
WEALTH ALLIANCE, LLC History Added to 9,870 725 0.07% 0.07% 666 +495 5.28% Q4 2025 Feb 13, 2026
InTrack Investment Management Inc History Added to 9,866 724 0.4% 0.4% 669 +594 6.41% Q4 2025 Jan 14, 2026
Verdence Capital Advisors LLC History Added to 9,862 724 0.04% 0.04% 668 +148 1.52% Q4 2025 Jan 29, 2026
W ADVISORS, LLC History No change 9,764 717 0.36% 0.37% 670 0 0.0% Q4 2025 Feb 13, 2026
Sivia Capital Partners, LLC History Added to 9,726 714 0.14% 0.17% 671 +1,265 14.95% Q4 2025 Feb 10, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 9,696 712 0.02% 0.02% 672 +149 1.56% Q4 2025 Jan 12, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 9,625 707 0.28% — 674 +9,625 New Q4 2025 Jan 15, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 9,635 707 0.18% 0.18% 673 0 0.0% Q4 2025 Feb 12, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 9,607 705 0.09% 0.11% 675 -1,390 -12.64% Q4 2025 Jan 21, 2026
VeraBank, N.A. History Reduced 9,574 703 0.13% 0.13% 676 -312 -3.16% Q4 2025 Feb 11, 2026
Pitcairn Wealth Advisors LLC History New 9,560 702 0.06% — 677 +9,560 New Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 9,552 701 0.05% 0.05% 678 +176 1.88% Q4 2025 Jan 29, 2026
Arkos Global Advisors History Reduced 9,525 700 0.09% 0.09% 679 -171 -1.76% Q4 2025 Feb 13, 2026
Artesa Financial Group, LLC History New 9,517 699 0.72% — 680 +9,517 New Q4 2025 Feb 11, 2026
Bridgewater Advisors Inc. History Reduced 9,460 698 0.05% 0.05% 681 -58 -0.61% Q4 2025 Jan 23, 2026
AlTi Global, Inc. History Added to 9,398 690 0.01% 0.02% 683 +25 0.27% Q4 2025 Feb 13, 2026
Penbrook Management LLC History No change 9,400 690 0.48% 0.47% 682 0 0.0% Q4 2025 Jan 06, 2026
Bryn Mawr Trust Advisors, LLC History Added to 9,272 681 0.03% 0.03% 685 +905 10.82% Q4 2025 Feb 04, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 9,279 681 0.02% 0.02% 684 0 0.0% Q4 2025 Feb 03, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 9,250 679 0.1% 0.1% 686 0 0.0% Q4 2025 Jan 14, 2026
GC Wealth Management RIA, LLC History Reduced 9,210 676 0.02% 0.02% 687 -42 -0.45% Q4 2025 Jan 30, 2026
KW WEALTH MANAGEMENT LLC History Added to 9,168 673 1.02% 1.0% 688 +928 11.26% Q4 2025 Feb 25, 2026
Simplicity Wealth,LLC History Reduced 9,101 668 0.04% 0.04% 690 -821 -8.27% Q4 2025 Jan 30, 2026
Collaborative Wealth Managment Inc. History No change 9,104 668 0.24% 0.26% 689 0 0.0% Q4 2025 Feb 09, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Reduced 9,085 667 0.01% 0.78% 691 -625,892 -98.57% Q4 2025 Feb 11, 2026
Fiera Capital Corp History Added to 9,072 666 0.0% 0.0% 692 +2,327 34.5% Q4 2025 Feb 11, 2026
Rosenberg Matthew Hamilton History Added to 9,070 666 0.14% 0.14% 693 +44 0.49% Q4 2025 Jan 05, 2026
Core Wealth Partners LLC History Reduced 9,049 664 0.3% 0.3% 694 -1 -0.01% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 9,013 662 0.01% 0.01% 695 +192 2.18% Q4 2025 Feb 02, 2026
Aptus Capital Advisors, LLC History Added to 8,947 657 0.0% 0.0% 696 +594 7.11% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Reduced 8,899 653 0.07% 0.08% 697 -79 -0.88% Q4 2025 Jan 09, 2026
Fruth Investment Management History No change 8,846 650 0.18% 0.17% 698 0 0.0% Q4 2025 Jan 26, 2026
Ignite Planners, LLC History Added to 8,433 649 0.1% 0.1% 699 +15 0.18% Q4 2025 Feb 06, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 8,777 644 0.29% 0.3% 700 -186 -2.08% Q4 2025 Jan 26, 2026
Henry James International Management Inc. History Reduced 8,686 638 0.2% 0.19% 701 -4 -0.05% Q4 2025 Feb 17, 2026
JACKSON SQUARE CAPITAL, LLC History Added to 8,670 637 0.13% 0.12% 702 +1,269 17.15% Q4 2025 Jan 21, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 8,626 633 0.03% — 703 +8,626 New Q4 2025 Feb 13, 2026
Radnor Capital Management, LLC History Reduced 8,610 632 0.09% 0.1% 704 -600 -6.51% Q4 2025 Feb 06, 2026
Centurion Wealth Management LLC History Added to 8,609 632 0.14% 0.14% 705 +1 0.01% Q4 2025 Jan 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 8,595 631 0.01% 0.02% 706 -1,629 -15.93% Q4 2025 Feb 06, 2026
Larry Mathis Financial Planning, LLC History New 8,574 630 0.56% — 709 +8,574 New Q4 2025 Mar 11, 2026
Spire Wealth Management History Added to 8,577 630 0.02% 0.02% 708 +7 0.08% Q4 2025 Jan 14, 2026
COZAD ASSET MANAGEMENT INC History No change 8,574 630 0.05% 0.05% 707 0 0.0% Q4 2025 Feb 13, 2026
Chemistry Wealth Management LLC History Added to 8,539 627 0.12% 0.12% 710 +21 0.25% Q4 2025 Jan 06, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 8,526 626 0.18% 0.18% 711 0 0.0% Q4 2025 Feb 04, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 8,507 625 0.21% 0.23% 712 -800 -8.6% Q4 2025 Feb 06, 2026
Greenspring Advisors, LLC History New 8,483 623 0.04% — 714 +8,483 New Q4 2025 Feb 10, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 8,487 623 0.01% 0.02% 713 -802 -8.63% Q4 2025 Feb 03, 2026
Evernest Financial Advisors, LLC History No change 8,006 622 0.13% 0.16% 715 0 0.0% Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 8,452 621 0.01% 0.01% 716 +1,333 18.72% Q4 2025 Jan 22, 2026
Legacy Wealth Asset Management, LLC History Reduced 8,448 620 0.15% 0.15% 717 -71 -0.83% Q4 2025 Jan 12, 2026
Plan A Wealth LLC History Added to 8,428 619 0.3% 0.31% 718 +5 0.06% Q4 2025 Feb 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 8,204 618 0.0% 0.0% 719 +587 7.71% Q4 2025 Feb 03, 2026
Inscription Capital, LLC History Added to 8,396 616 0.06% 0.06% 720 +7 0.08% Q4 2025 Jan 29, 2026
1900 WEALTH MANAGEMENT LLC History Added to 8,376 615 0.04% 0.03% 722 +2,251 36.75% Q4 2025 Jan 20, 2026
BOSTON FAMILY OFFICE LLC History Reduced 8,369 615 0.04% 0.04% 721 -50 -0.59% Q4 2025 Feb 13, 2026
PHILADELPHIA TRUST CO History No change 8,350 614 0.04% 0.04% 723 0 0.0% Q4 2025 Feb 12, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 8,333 612 0.18% 0.15% 725 +1,266 17.91% Q4 2025 Feb 11, 2026
Jaffetilchin Investment Partners, LLC History Reduced 8,335 612 0.04% 0.04% 724 -34 -0.41% Q4 2025 Jan 15, 2026
Sage Mountain Advisors LLC History Reduced 8,299 609 0.03% 0.03% 726 -14 -0.17% Q4 2025 Jan 23, 2026
Gibbs Wealth Management History Added to 8,599 609 0.15% 0.14% 727 +6 0.07% Q4 2025 Jan 23, 2026
PRIVATE TRUST CO NA History Added to 8,248 606 0.05% 0.05% 728 +701 9.29% Q4 2025 Jan 26, 2026
EntryPoint Capital, LLC History Added to 8,241 605 0.24% 0.08% 729 +5,197 170.73% Q4 2025 Feb 12, 2026
Pullen Investment Management, LLC History Added to 8,217 603 0.32% 0.31% 732 +284 3.58% Q4 2025 Jan 20, 2026
Geneos Wealth Management Inc. History Added to 8,210 603 0.01% 0.01% 730 +192 2.39% Q4 2025 Jan 28, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 8,212 603 0.14% 0.14% 731 0 0.0% Q4 2025 Jan 15, 2026
Portland Global Advisors LLC History Reduced 8,205 602 0.06% 0.07% 733 -350 -4.09% Q4 2025 Feb 10, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 8,200 602 0.02% 0.02% 734 -166 -1.98% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Added to 8,198 600 0.04% 0.04% 735 +73 0.9% Q4 2025 Jan 23, 2026
Gryphon Financial Partners LLC History Added to 8,119 596 0.06% 0.06% 736 +518 6.81% Q4 2025 Jan 08, 2026
PFG Advisors History Reduced 8,064 592 0.03% 0.04% 737 -4,573 -36.19% Q4 2025 Jan 27, 2026
Bulltick Wealth Management, LLC History Added to 8,032 590 0.13% 0.11% 739 +1,236 18.19% Q4 2025 Feb 17, 2026
CONNING INC. History Added to 8,032 590 0.02% 0.02% 738 +946 13.35% Q4 2025 Feb 05, 2026
R.H. Dinel Investment Counsel, Inc. History No change 8,015 588 0.43% 0.37% 740 0 0.0% Q4 2025 Jan 14, 2026
Principle Wealth Partners LLC History Added to 8,000 587 0.03% 0.03% 742 +346 4.52% Q4 2025 Feb 06, 2026
Aries Wealth Management History Reduced 7,997 587 0.13% 0.14% 741 -252 -3.05% Q4 2025 Jan 30, 2026
Orion Investment Co History No change 7,989 587 0.18% 0.18% 743 0 0.0% Q4 2025 Feb 11, 2026
Kovack Advisors, Inc. History Added to 7,931 582 0.03% 0.04% 744 +1,386 21.18% Q4 2025 Feb 17, 2026
Clearstead Trust, LLC History Reduced 7,909 581 0.09% 0.1% 745 -242 -2.97% Q4 2025 Feb 09, 2026
Bruce G. Allen Investments, LLC History Reduced 7,914 581 0.39% 0.41% 746 -15 -0.19% Q4 2025 Feb 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 7,906 580 0.02% 0.02% 747 +10 0.13% Q4 2025 Feb 12, 2026
STOCK YARDS BANK & TRUST CO History Reduced 7,876 578 0.02% 0.02% 748 -2,138 -21.35% Q4 2025 Jan 21, 2026
Old North State Trust, LLC History New 7,857 577 0.34% — 749 +7,857 New Q4 2025 Mar 24, 2026
Bright Futures Wealth Management, LLC. History New 7,852 576 0.43% — 751 +7,852 New Q4 2025 Feb 05, 2026
Douglass Winthrop Advisors, LLC History Added to 7,852 576 0.01% 0.01% 750 +386 5.17% Q4 2025 Feb 12, 2026
WELCH & FORBES LLC History No change 7,836 575 0.01% 0.01% 752 0 0.0% Q4 2025 Feb 10, 2026
Investment Research Partners LLC History Added to 7,815 574 0.25% 0.24% 753 +710 9.99% Q4 2025 Feb 12, 2026
SIMON QUICK ADVISORS, LLC History Reduced 7,785 572 0.02% 0.03% 754 -969 -11.07% Q4 2025 Jan 29, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 7,781 571 0.03% 0.04% 755 -2,880 -27.01% Q4 2025 Feb 10, 2026
MONECO ADVISORS, LLC History Added to 7,772 571 0.05% 0.05% 756 +65 0.84% Q4 2025 Feb 04, 2026
Probity Advisors, Inc. History Reduced 7,741 568 0.09% 0.09% 757 -213 -2.68% Q4 2025 Jan 27, 2026
Quotient Wealth Partners, LLC History Added to 7,714 566 0.02% 0.01% 758 +298 4.02% Q4 2025 Jan 22, 2026
DMC Group, LLC History Reduced 7,693 565 0.38% 0.43% 760 -963 -11.13% Q4 2025 Jan 21, 2026
DEARBORN PARTNERS LLC History Added to 7,694 565 0.03% 0.03% 759 +142 1.88% Q4 2025 Feb 11, 2026
Gotham Asset Management, LLC History Added to 7,678 564 0.0% 0.0% 761 +835 12.2% Q4 2025 Feb 17, 2026
ALBERT D MASON INC History Added to 7,656 562 0.37% 0.35% 762 +41 0.54% Q4 2025 Jan 13, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 7,618 559 0.18% 0.2% 764 -398 -4.97% Q4 2025 Jan 27, 2026
Estabrook Capital Management History No change 7,615 559 0.08% 0.08% 763 0 0.0% Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History Added to 7,580 556 0.08% 0.08% 765 +504 7.12% Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History Reduced 7,574 556 0.0% 0.0% 766 -356 -4.49% Q4 2025 Feb 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 7,544 554 0.0% 0.0% 767 -757 -9.12% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Reduced 7,536 553 0.02% 0.03% 768 -4,361 -36.66% Q4 2025 Jan 30, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 7,526 553 0.09% 0.1% 769 +11 0.15% Q4 2025 Jan 26, 2026
CreativeOne Wealth, LLC History Reduced 7,520 552 0.01% 0.01% 770 -383 -4.85% Q4 2025 Feb 13, 2026
Mattern Wealth Management LLC History No change 7,520 552 0.11% 0.11% 771 0 0.0% Q4 2025 Jan 16, 2026
MAIRS & POWER INC History No change 7,504 551 0.01% 0.01% 772 0 0.0% Q4 2025 Feb 17, 2026
Fractal Investments LLC History No change 7,500 551 0.08% 0.08% 773 0 0.0% Q4 2025 Jan 27, 2026
Beverly Hills Private Wealth, LLC History Reduced 7,463 548 0.09% 0.1% 774 -84 -1.11% Q4 2025 Feb 17, 2026
FOCUSED ALPHA, LLC History New 7,434 546 0.16% — 775 +7,434 New Q4 2025 Feb 13, 2026
JAMES INVESTMENT RESEARCH, INC. History New 7,421 545 0.06% — 776 +7,421 New Q4 2025 Jan 29, 2026
Williams Jones Wealth Management, LLC. History Reduced 7,429 545 0.01% 0.01% 778 -371 -4.76% Q4 2025 Feb 13, 2026
TRUST CO OF VERMONT History Added to 7,426 545 0.02% 0.02% 777 +126 1.73% Q4 2025 Jan 16, 2026
Fielder Capital Group LLC History Added to 7,415 544 0.12% 0.1% 780 +1,302 21.3% Q4 2025 Feb 10, 2026
Plancorp, LLC History Reduced 7,413 544 0.02% 0.02% 779 -70 -0.94% Q4 2025 Feb 05, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 7,353 540 0.18% 0.11% 781 +2,960 67.38% Q4 2025 Feb 12, 2026
Councilmark Asset Management, LLC History Reduced 7,355 540 0.3% 0.32% 782 -420 -5.4% Q4 2025 Feb 09, 2026
DAVIS R M INC History No change 7,317 537 0.01% 0.01% 783 0 0.0% Q4 2025 Feb 12, 2026
GQG Partners LLC History Reduced 7,307 536 0.0% 0.0% 784 -1,073 -12.8% Q4 2025 Feb 13, 2026
Indivisible Partners History New 7,280 534 0.06% — 786 +7,280 New Q4 2025 Feb 03, 2026
UMB Bank, n.a. History Reduced 7,270 534 0.01% 0.01% 785 -389 -5.08% Q4 2025 Feb 13, 2026
Global Trust Asset Management, LLC History Added to 7,225 530 0.21% 0.23% 787 +155 2.19% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 7,207 529 0.02% 0.02% 788 -195 -2.63% Q4 2025 Feb 06, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 7,185 527 0.08% 0.09% 789 0 0.0% Q4 2025 Jan 29, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 7,130 524 0.01% 0.01% 790 0 0.0% Q4 2025 Feb 12, 2026
Roehl & Yi Investment Advisors, LLC History New 7,126 523 0.21% — 792 +7,126 New Q4 2025 Feb 17, 2026
BKM Wealth Management, LLC History Reduced 7,130 523 0.19% 0.19% 791 -193 -2.64% Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History Reduced 7,117 522 0.01% 0.01% 793 -33 -0.46% Q4 2025 Feb 09, 2026
WASHINGTON TRUST Co History Added to 7,100 521 0.02% 0.02% 794 +576 8.83% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Reduced 7,080 520 0.0% 0.0% 798 -665 -8.59% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History Added to 7,081 520 0.0% 0.0% 795 +55 0.78% Q4 2025 Feb 17, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 7,088 520 0.1% 0.11% 797 +22 0.31% Q4 2025 Feb 04, 2026
Select Asset Management & Trust History No change 7,074 520 0.16% 0.16% 796 0 0.0% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Added to 7,024 516 0.04% 0.04% 799 +512 7.86% Q4 2025 Feb 13, 2026
CenterStar Asset Management, LLC History New 7,000 514 0.14% — 800 +7,000 New Q4 2025 Jan 27, 2026