Sanofi - SNY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 91 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
DODGE & COX History Reduced 56,492,599 2,737,631 1.48% 1.76% 1 -12,439,148 -18.05% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 12,140,615 588,334 0.2% 0.21% 2 -438,131 -3.48% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 9,102,196 441,092 0.03% 0.02% 3 +1,540,271 20.37% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 8,544,008 414,042 0.03% 0.03% 4 -1,328,467 -13.46% Q4 2025 Feb 17, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 6,968,413 337,689 1.12% 1.07% 5 -158,580 -2.23% Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 6,110,874 296,132 0.05% 0.04% 6 +313,327 5.4% Q4 2025 Feb 19, 2026
BlackRock, Inc. History Reduced 5,345,618 259,048 0.0% 0.0% 7 -233,118 -4.18% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 5,100,097 247,150 0.06% 0.05% 8 +1,168,339 29.72% Q4 2025 Feb 11, 2026
Mondrian Investment Partners LTD History Added to 4,495,348 217,844 3.59% 2.87% 9 +856,742 23.55% Q4 2025 Feb 09, 2026
FEDERATED HERMES, INC. History Added to 3,642,307 176,506 0.29% 0.25% 10 +607,053 20.0% Q4 2025 Feb 12, 2026
Boston Partners History Reduced 3,634,525 176,070 0.18% 0.18% 11 -42,374 -1.15% Q4 2025 Feb 13, 2026
FMR LLC History Added to 3,400,192 164,773 0.01% 0.01% 12 +426,414 14.34% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,292,546 159,559 0.05% 0.05% 13 -143,631 -4.18% Q4 2025 Feb 18, 2026
NATIXIS ADVISORS, LLC History Added to 3,234,911 156,764 0.22% 0.21% 14 +121,530 3.9% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,188,607 154,519 0.05% 0.05% 15 -217,352 -6.38% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 3,126,458 151,508 0.01% 0.01% 16 +355,564 12.83% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 2,928,047 141,893 0.02% 0.03% 17 -1,195,708 -29.0% Q4 2025 Feb 17, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 2,913,256 141,177 1.07% 1.07% 18 +90,285 3.2% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 2,873,659 139,259 0.02% 0.03% 19 -2,999,880 -51.07% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,741,743 132,864 0.02% 0.03% 20 -140,317 -4.87% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 2,684,198 130,076 0.02% — 21 +2,684,198 New Q4 2025 Feb 17, 2026
EQUITY INVESTMENT CORP History Added to 2,624,212 127,169 2.57% 2.56% 22 +36,522 1.41% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,505,385 121,410 0.01% 0.01% 23 +1,020,907 68.77% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 2,225,679 107,856 0.01% 0.01% 24 +60,938 2.82% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 2,138,154 103,614 0.05% 0.06% 25 -200,815 -8.59% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 2,134,956 103,459 0.02% 0.02% 26 +486,305 29.5% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 2,128,717 103,161 0.18% 0.2% 27 -71,390 -3.24% Q4 2025 Feb 05, 2026
DAVENPORT & Co LLC History Reduced 2,042,341 99,118 0.53% 0.52% 28 -37,653 -1.81% Q4 2025 Jan 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,977,603 95,834 0.01% 0.01% 29 -501,725 -20.24% Q4 2025 Mar 25, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 1,938,207 93,925 0.28% 0.23% 30 +336,900 21.04% Q4 2025 Feb 17, 2026
Regal Partners Ltd History Added to 1,911,650 92,638 5.34% 5.6% 31 +254,111 15.33% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 1,812,118 87,815 0.02% 0.02% 32 +68,801 3.95% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 1,710,236 82,878 0.01% 0.01% 33 +41,599 2.49% Q4 2025 Feb 17, 2026
Capital Research Global Investors History New 1,650,018 79,959 0.01% — 34 +1,650,018 New Q4 2025 Feb 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,630,195 79,031 0.04% 0.04% 35 +216,555 15.32% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 1,540,999 74,676 0.02% 0.04% 36 -1,539,745 -49.98% Q4 2025 Feb 12, 2026
NICHOLAS COMPANY, INC. History Reduced 1,500,255 72,702 1.27% 1.2% 37 -110 -0.01% Q4 2025 Feb 04, 2026
VAN ECK ASSOCIATES CORP History Added to 1,244,997 60,333 0.05% 0.03% 38 +631,180 102.83% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 1,222,003 59,218 0.01% 0.01% 39 -110,883 -8.32% Q4 2025 Jan 29, 2026
Brandywine Global Investment Management, LLC History New 1,200,571 58,179 0.39% — 40 +1,200,571 New Q4 2025 Feb 11, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 1,063,958 51,559 0.71% 0.61% 41 +84,641 8.64% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 1,023,626 49,604 0.13% — 42 +1,023,626 New Q4 2025 Feb 10, 2026
Optiver Holding B.V. History Reduced 990,150 47,982 0.02% 0.02% 43 -297,439 -23.1% Q4 2025 Feb 17, 2026
Sio Capital Management, LLC History Added to 971,686 47,087 7.41% 6.72% 44 +408,983 72.68% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 923,796 44,777 0.01% 0.01% 45 -49,032 -5.04% Q4 2025 Feb 17, 2026
Newport Trust Company, LLC History New 772,199 37,420 0.09% — 46 +772,199 New Q4 2025 Feb 06, 2026
FIRST TRUST ADVISORS LP History Reduced 749,955 36,342 0.03% 0.03% 47 -52,587 -6.55% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 712,611 34,534 0.02% 0.02% 48 -35,173 -4.7% Q4 2025 Feb 17, 2026
TODD ASSET MANAGEMENT LLC History Reduced 689,227 33,400 0.65% 0.67% 49 -9,847 -1.41% Q4 2025 Feb 09, 2026
Hudson Bay Capital Management LP History Added to 680,050 32,955 0.11% 0.02% 50 +547,790 414.18% Q4 2025 Feb 13, 2026
ARMISTICE CAPITAL, LLC History Added to 676,000 32,758 0.39% 0.43% 51 +64,000 10.46% Q4 2025 Feb 17, 2026
MANAGED ASSET PORTFOLIOS, LLC History Reduced 636,141 30,827 3.72% 3.97% 52 -43,687 -6.43% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Added to 633,880 30,717 0.03% 0.03% 53 +9,672 1.55% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Added to 624,011 30,170 0.03% 0.03% 54 +19,358 3.2% Q4 2025 Jan 29, 2026
SEI INVESTMENTS CO History Reduced 616,311 29,867 0.03% 0.03% 55 -55,775 -8.3% Q4 2025 Feb 13, 2026
Willis Investment Counsel History Added to 604,000 29,269 1.51% 1.44% 56 +47,300 8.5% Q4 2025 Jan 22, 2026
BROWN ADVISORY INC History Added to 541,121 26,222 0.04% 0.03% 57 +30,904 6.06% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 540,382 26,187 0.03% 0.03% 58 +4,855 0.91% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 539,031 26,121 0.03% 0.04% 59 -37,780 -6.55% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 523,168 25,352 0.05% 0.04% 60 +126,381 31.85% Q4 2025 Mar 16, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 503,256 24,387 0.7% 0.72% 61 -19,425 -3.72% Q4 2025 Feb 13, 2026
Aberdeen Group plc History Added to 467,241 22,642 0.04% 0.03% 62 +86,314 22.66% Q4 2025 Jan 16, 2026
ASSETMARK, INC History Added to 443,668 21,500 0.04% 0.04% 63 +86,496 24.22% Q4 2025 Jan 23, 2026
Janney Montgomery Scott LLC History Added to 443,493 21,492 0.05% 0.04% 64 +51,049 13.01% Q4 2025 Feb 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 443,390 21,486 0.16% 0.16% 65 0 0.0% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Reduced 433,970 21,030 0.0% 0.0% 66 -10,044 -2.26% Q4 2025 Feb 10, 2026
M&T BANK CORP History Added to 425,705 20,629 0.07% 0.07% 67 +13,162 3.19% Q4 2025 Jan 30, 2026
CSM Advisors, LLC History Added to 420,004 20,354 0.55% 0.51% 68 +33,470 8.66% Q4 2025 Feb 11, 2026
GRANDFIELD & DODD, LLC History Reduced 381,365 18,480 1.05% 1.05% 69 -12,512 -3.18% Q4 2025 Feb 10, 2026
CIBC WORLD MARKET INC. History Added to 376,597 18,249 0.03% 0.03% 70 +1,781 0.48% Q4 2025 Feb 10, 2026
Cullen Capital Management, LLC History Reduced 360,777 17,483 0.19% 0.2% 71 -23,705 -6.17% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Reduced 331,765 16,077 0.02% 0.03% 72 -37,569 -10.17% Q4 2025 Feb 17, 2026
Krensavage Asset Management, LLC History No change 323,946 15,698 5.54% 6.51% 73 0 0.0% Q4 2025 Feb 18, 2026
Cetera Investment Advisers History Added to 318,426 15,430 0.02% 0.02% 74 +14,641 4.82% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Added to 314,237 15,227 0.01% 0.0% 75 +235,129 297.23% Q4 2025 Jan 29, 2026
GROUP ONE TRADING LLC History Added to 304,330 14,747 0.03% 0.01% 76 +192,730 172.7% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 297,360 14,410 0.04% 0.03% 77 +29,164 10.87% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 285,296 13,825 0.01% 0.01% 78 -25,110 -8.09% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 277,666 13,455 0.0% 0.0% 79 +122,918 79.43% Q4 2025 Feb 12, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 275,060 13,329 0.19% 0.03% 80 +225,779 458.15% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 272,600 13,210 0.02% 0.02% 81 -14,332 -4.99% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 263,625 12,775 0.0% 0.0% 82 +48,433 22.51% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 260,978 12,646 0.0% 0.0% 83 -431 -0.16% Q4 2025 Feb 12, 2026
FOUNDATION RESOURCE MANAGEMENT INC History Added to 260,634 12,630 1.69% 1.75% 84 +2,587 1.0% Q4 2025 Jan 22, 2026
Walleye Capital LLC History Added to 251,201 12,173 0.04% 0.03% 85 +65,656 35.39% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 239,892 11,625 0.04% — 86 +239,892 New Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Added to 239,578 11,609 0.11% 0.09% 87 +48,049 25.09% Q4 2025 Feb 18, 2026
SPHERA FUNDS MANAGEMENT LTD. History Added to 239,515 11,606 2.24% 2.19% 88 +20,000 9.11% Q4 2025 Feb 17, 2026
Creative Planning History Added to 226,110 10,957 0.01% 0.01% 89 +8,396 3.86% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 225,682 10,936 0.0% 0.0% 90 -6,820 -2.93% Q4 2025 Feb 09, 2026
ProVise Management Group, LLC History Added to 224,422 10,875 0.77% 0.73% 91 +13,891 6.6% Q4 2025 Jan 29, 2026
DekaBank Deutsche Girozentrale History No change 200,000 10,772 0.02% 0.02% 92 0 0.0% Q4 2025 Jan 28, 2026
Quantinno Capital Management LP History Added to 217,240 10,527 0.02% 0.02% 93 +47,372 27.89% Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 213,447 10,343 0.0% 0.0% 94 +1,962 0.93% Q4 2025 Jan 22, 2026
Taproot Management LP History New 210,387 10,195 1.65% — 95 +210,387 New Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 209,154 10,135 0.0% 0.05% 96 -2,056,473 -90.77% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Reduced 208,012 10,080 0.22% 0.34% 97 -21,265 -9.27% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Added to 205,917 9,986 0.01% 0.0% 98 +200,077 3425.98% Q4 2025 Mar 20, 2026
Guardian Partners Inc. History Added to 203,060 9,729 0.78% 0.77% 99 +20,614 11.3% Q4 2025 Feb 17, 2026
LMR Partners LLP History Reduced 200,000 9,692 0.02% 0.07% 100 -125,000 -38.46% Q4 2025 Feb 17, 2026
Altrius Capital Management Inc History Added to 194,659 9,433 2.0% 2.07% 101 +2,235 1.16% Q4 2025 Feb 02, 2026
Redwood Grove Capital, LLC History Reduced 188,841 9,151 2.61% 3.42% 102 -64,000 -25.31% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 185,021 8,966 0.11% 0.09% 103 +5,812 3.24% Q4 2025 Feb 02, 2026
JENNISON ASSOCIATES LLC History Reduced 178,539 8,651 0.01% 0.01% 104 -10,146 -5.38% Q4 2025 Jan 30, 2026
PFM Health Sciences, LP History New 176,413 8,548 0.85% — 105 +176,413 New Q4 2025 Feb 17, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 170,000 8,238 0.17% 0.16% 106 0 0.0% Q4 2025 Feb 02, 2026
DV EQUITIES, LLC History New 167,296 8,107 1.45% — 107 +167,296 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 165,738 8,031 0.01% 0.01% 108 -31,299 -15.88% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 163,625 7,929 0.0% 0.0% 109 +108 0.07% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History New 147,995 7,171 0.01% — 110 +147,995 New Q4 2025 Feb 17, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 147,363 7,141 0.3% 0.26% 111 +14,376 10.81% Q4 2025 Feb 12, 2026
Fusion Capital, LLC History Added to 144,324 6,993 1.97% 2.1% 112 +1,513 1.06% Q4 2025 Feb 04, 2026
&PARTNERS History Added to 137,691 6,661 0.03% 0.04% 113 +7,322 5.62% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History New 136,300 6,605 0.02% — 114 +136,300 New Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 136,063 6,593 0.01% 0.01% 115 -10,024 -6.86% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Reduced 133,947 6,491 0.01% 0.01% 116 -31,736 -19.15% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Added to 132,716 6,431 0.07% 0.06% 117 +15,416 13.14% Q4 2025 Feb 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 129,898 6,294 0.29% 0.32% 118 -7,077 -5.17% Q4 2025 Feb 11, 2026
Bleakley Financial Group, LLC History Added to 129,590 6,279 0.11% 0.13% 119 +8,986 7.45% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Reduced 121,313 5,878 0.01% 0.01% 120 -23,369 -16.15% Q4 2025 Feb 11, 2026
GQG Partners LLC History Added to 120,946 5,861 0.01% 0.01% 121 +35,196 41.04% Q4 2025 Feb 13, 2026
GUARDIAN CAPITAL LP History Reduced 120,355 5,832 0.17% 0.19% 122 -5,101 -4.07% Q4 2025 Feb 18, 2026
Allspring Global Investments Holdings, LLC History Reduced 120,885 5,830 0.01% 0.01% 123 -147 -0.12% Q4 2025 Jan 15, 2026
Sanctuary Advisors, LLC History Added to 117,630 5,700 0.03% 0.03% 124 +11,497 10.83% Q4 2025 Jan 29, 2026
Mariner, LLC History Added to 117,563 5,699 0.01% 0.01% 125 +1,586 1.37% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 116,249 5,633 0.0% 0.0% 126 -9,156 -7.3% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 115,521 5,598 0.02% 0.02% 127 -714 -0.61% Q4 2025 Jan 26, 2026
Vestmark Advisory Solutions, Inc. History Added to 114,997 5,572 0.08% 0.05% 128 +58,532 103.66% Q4 2025 Feb 06, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 113,852 5,517 0.0% 0.0% 129 +96,346 550.36% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 112,966 5,474 0.02% 0.04% 130 -37,106 -24.73% Q4 2025 Feb 17, 2026
Benson Investment Management Company, Inc. History New 111,920 5,423 1.89% — 131 +111,920 New Q4 2025 Jan 27, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 111,465 5,401 0.06% 0.05% 132 +17,511 18.64% Q4 2025 Feb 02, 2026
Jain Global LLC History Reduced 110,036 5,332 0.03% 0.03% 133 -22,800 -17.16% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 106,088 5,141 0.03% 0.03% 134 +246 0.23% Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 101,009 4,894 0.1% 0.13% 135 -19,138 -15.93% Q4 2025 Feb 05, 2026
US BANCORP \DE\ History Added to 100,182 4,854 0.01% 0.0% 136 +12,658 14.46% Q4 2025 Jan 30, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 98,171 4,757 0.01% 0.01% 137 +13,007 15.27% Q4 2025 Feb 17, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 97,168 4,708 0.0% 0.04% 138 -889,300 -90.15% Q4 2025 Feb 11, 2026
RENAISSANCE GROUP LLC History Reduced 97,159 4,708 0.19% 0.19% 139 -7,359 -7.04% Q4 2025 Feb 11, 2026
LEUTHOLD GROUP, LLC History New 93,850 4,547 0.49% — 140 +93,850 New Q4 2025 Feb 05, 2026
Orion Porfolio Solutions, LLC History Added to 93,600 4,535 0.03% 0.03% 141 +5,098 5.76% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Reduced 93,368 4,524 0.04% 0.04% 142 -1,337 -1.41% Q4 2025 Jan 26, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 92,549 4,484 0.01% 0.01% 143 -13,042 -12.35% Q4 2025 Feb 18, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 91,084 4,414 0.07% 0.06% 144 +10,252 12.68% Q4 2025 Feb 09, 2026
Ethic Inc. History Reduced 88,779 4,302 0.07% 0.07% 145 -3,714 -4.02% Q4 2025 Feb 03, 2026
Private Advisor Group, LLC History Added to 86,329 4,183 0.02% 0.02% 146 +6,013 7.49% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 85,921 4,156 0.01% 0.01% 147 -7,410 -7.94% Q4 2025 Mar 09, 2026
Thomasville National Bank History Added to 85,647 4,150 0.26% 0.25% 148 +2,602 3.13% Q4 2025 Jan 26, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 83,742 4,081 0.0% — 149 +83,742 New Q4 2025 Feb 13, 2026
Baker Ellis Asset Management LLC History Reduced 83,477 4,045 0.49% 0.54% 150 -9,440 -10.16% Q4 2025 Jan 21, 2026
NewSquare Capital LLC History Reduced 82,512 3,998 0.35% 0.37% 151 -33,689 -28.99% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 82,623 3,979 0.01% 0.01% 152 +11,648 16.41% Q4 2025 Jan 08, 2026
Sound Income Strategies, LLC History Added to 85,236 3,971 0.19% 0.21% 153 +5,085 6.34% Q4 2025 Jan 21, 2026
Federation des caisses Desjardins du Quebec History Added to 81,677 3,958 0.02% 0.01% 154 +26,134 47.05% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 80,798 3,915 0.0% 0.01% 155 -161,455 -66.65% Q4 2025 Feb 13, 2026
American Assets Investment Management, LLC History No change 80,000 3,876 0.27% 0.28% 156 0 0.0% Q4 2025 Feb 03, 2026
Envestnet Portfolio Solutions, Inc. History Added to 79,572 3,856 0.01% 0.01% 157 +2,178 2.81% Q4 2025 Feb 06, 2026
Northwest Bancshares, Inc. History Reduced 77,934 3,776 0.73% 0.69% 158 -9,982 -11.35% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 77,874 3,773 0.04% 0.05% 159 +10,571 15.71% Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History Added to 74,711 3,620 0.02% 0.02% 160 +1,359 1.85% Q4 2025 Feb 12, 2026
Manhattan West Asset Management, LLC History Reduced 74,674 3,618 0.74% 0.75% 161 -590 -0.78% Q4 2025 Feb 02, 2026
World Investment Advisors History Added to 73,792 3,575 0.06% 0.07% 162 +5,553 8.14% Q4 2025 Mar 12, 2026
Cardinal Capital Management History Added to 73,674 3,570 0.47% 0.48% 163 +842 1.16% Q4 2025 Jan 30, 2026
Y-Intercept (Hong Kong) Ltd History Added to 73,556 3,564 0.08% 0.02% 164 +55,631 310.35% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 73,304 3,552 0.11% 0.1% 165 +6,751 10.14% Q4 2025 Jan 30, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 73,030 3,539 0.05% 0.03% 166 +36,535 100.11% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 72,532 3,514 0.0% 0.0% 167 +5,173 7.68% Q4 2025 Feb 06, 2026
Catalyst Capital Advisors LLC History No change 71,528 3,466 0.07% 0.07% 168 0 0.0% Q4 2025 Feb 10, 2026
CIBC Asset Management Inc History Reduced 71,467 3,463 0.01% 0.01% 169 -4,313 -5.69% Q4 2025 Feb 10, 2026
Forum Financial Management, LP History No change 69,279 3,357 0.04% 0.04% 170 0 0.0% Q4 2025 Jan 27, 2026
MOTCO History Reduced 68,651 3,326 0.3% 0.3% 171 -1,669 -2.37% Q4 2025 Feb 06, 2026
First Bank & Trust History Reduced 68,649 3,326 0.54% 0.55% 172 -1,104 -1.58% Q4 2025 Jan 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 67,728 3,282 0.0% 0.0% 173 +1,406 2.12% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 66,532 3,224 0.03% 0.03% 174 -2,921 -4.21% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 65,431 3,170 0.01% 0.01% 175 -3,592 -5.2% Q4 2025 Feb 17, 2026
44 WEALTH MANAGEMENT LLC History Added to 65,404 3,169 1.06% 0.97% 176 +4,631 7.62% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 65,329 3,165 0.01% 0.01% 177 +996 1.55% Q4 2025 Feb 18, 2026
ADAR1 Capital Management, LLC History Reduced 63,474 3,075 0.23% 0.33% 178 -10,738 -14.47% Q4 2025 Feb 18, 2026
GLENMEDE TRUST CO NA History New 62,661 3,036 0.01% — 179 +62,661 New Q4 2025 Feb 17, 2026
EASTERLY INVESTMENT PARTNERS LLC History Added to 62,154 3,011 0.18% 0.2% 180 +21 0.03% Q4 2025 Feb 10, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 30,995 3,010 0.21% 0.21% 181 +522 1.71% Q4 2025 Jan 14, 2026
Clearbridge Investments, LLC History Reduced 62,072 3,007 0.0% 0.01% 182 -267,386 -81.16% Q4 2025 Feb 11, 2026
WCG Wealth Advisors LLC History Added to 61,255 2,968 0.08% 0.08% 183 +34,931 132.7% Q4 2025 Feb 10, 2026
Providence Capital Advisors, LLC History Added to 60,907 2,951 0.5% 0.48% 184 +2,101 3.57% Q4 2025 Feb 12, 2026
Quadrature Capital Ltd History New 60,025 2,908 0.03% — 185 +60,025 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Reduced 59,859 2,900 0.0% 0.01% 186 -13,849 -18.79% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 57,229 2,791 0.0% — 187 +57,229 New Q4 2025 Feb 13, 2026
SSA SWISS ADVISORS AG History No change 56,555 2,727 1.27% 1.2% 188 0 0.0% Q4 2025 Feb 26, 2026
Arjuna Capital History Added to 56,027 2,715 0.67% 0.63% 189 +1,987 3.68% Q4 2025 Feb 05, 2026
China Universal Asset Management Co., Ltd. History Reduced 55,120 2,671 0.21% 0.27% 190 -13,513 -19.69% Q4 2025 Jan 29, 2026
Campbell & CO Investment Adviser LLC History Added to 54,704 2,650 0.13% 0.06% 191 +37,868 224.92% Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 54,655 2,648 0.02% 0.02% 192 -201 -0.37% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 57,290 2,620 0.03% 0.03% 193 -505 -0.87% Q4 2025 Jan 21, 2026
PARK AVENUE SECURITIES LLC History Added to 53,986 2,616 0.02% 0.02% 194 +759 1.43% Q4 2025 Jan 05, 2026
Vise Technologies, Inc. History Added to 53,313 2,583 0.05% 0.04% 195 +30,735 136.13% Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 51,747 2,507 0.06% 0.06% 196 +398 0.78% Q4 2025 Jan 29, 2026
EagleClaw Capital Managment, LLC History Reduced 51,385 2,490 0.36% 0.34% 197 -300 -0.58% Q4 2025 Feb 10, 2026
CGN Advisors LLC History Added to 51,141 2,478 0.2% 0.16% 198 +10,421 25.59% Q4 2025 Jan 05, 2026
FULTON BANK, N.A. History Reduced 49,915 2,418 0.08% 0.08% 199 -1,333 -2.6% Q4 2025 Jan 08, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 48,785 2,364 0.0% 0.0% 200 -752 -1.52% Q4 2025 Feb 17, 2026
Waterfront Wealth Inc. History Added to 49,667 2,350 0.45% 0.5% 201 +548 1.12% Q4 2025 Jan 27, 2026
Crossmark Global Holdings, Inc. History Reduced 48,027 2,327 0.03% 0.04% 202 -1,807 -3.63% Q4 2025 Feb 03, 2026
Aviso Financial Inc. History Added to 47,717 2,312 0.09% 0.09% 203 +573 1.22% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 47,471 2,300 0.01% 0.01% 204 -951 -1.96% Q4 2025 Feb 05, 2026
Brooklyn Investment Group History Added to 45,856 2,217 0.1% 0.08% 205 +33,865 282.42% Q4 2025 Feb 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 45,636 2,211 0.05% 0.04% 206 +12,347 37.09% Q4 2025 Jan 27, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 44,921 2,176 0.43% 0.43% 207 -237 -0.52% Q4 2025 Jan 16, 2026
RHUMBLINE ADVISERS History Reduced 44,156 2,139 0.0% 0.0% 208 -1,073 -2.37% Q4 2025 Feb 13, 2026
Old Port Advisors History Added to 44,087 2,136 0.52% 0.51% 209 +1,428 3.35% Q4 2025 Jan 08, 2026
Neuberger Berman Group LLC History Added to 43,740 2,119 0.0% 0.0% 210 +13,652 45.37% Q4 2025 Feb 13, 2026
Euro Pacific Asset Management, LLC History New 43,688 2,111 0.23% — 211 +43,688 New Q4 2025 Jan 21, 2026
Raleigh Capital Management Inc. History Added to 42,558 2,062 0.75% 0.73% 212 +1,643 4.02% Q4 2025 Jan 21, 2026
Farther Finance Advisors, LLC History Added to 42,295 2,049 0.02% 0.01% 213 +25,098 145.94% Q4 2025 Jan 23, 2026
MGO ONE SEVEN LLC History Added to 42,232 2,046 0.04% 0.03% 214 +13,017 44.56% Q4 2025 Feb 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 41,523 2,012 0.0% 0.0% 215 +475 1.16% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 40,163 1,957 0.02% 0.03% 216 -3,681 -8.4% Q4 2025 Jan 23, 2026
DEUTSCHE BANK AG\ History Reduced 40,332 1,954 0.0% 0.0% 217 -205 -0.51% Q4 2025 Feb 11, 2026
Laird Norton Wetherby Trust Company, LLC History New 39,852 1,931 0.04% — 218 +39,852 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 38,942 1,887 0.01% 0.0% 219 +33,236 582.47% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 37,793 1,831 0.0% 0.0% 220 +7,989 26.81% Q4 2025 Feb 17, 2026
Harvest Portfolios Group Inc. History No change 37,400 1,812 0.03% 0.03% 221 0 0.0% Q4 2025 Feb 06, 2026
Cascade Investment Advisors, Inc. History Added to 37,088 1,797 1.06% 1.05% 222 +425 1.16% Q4 2025 Jan 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 36,540 1,770 0.03% 0.03% 223 +1,073 3.03% Q4 2025 Feb 12, 2026
Glass Wealth Management Co LLC History Added to 36,100 1,749 0.72% 0.74% 224 +850 2.41% Q4 2025 Feb 04, 2026
Advisory Services Network, LLC History Added to 35,971 1,743 0.02% 0.01% 225 +20,238 128.63% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 35,831 1,736 0.03% 0.03% 226 +5,058 16.44% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 34,896 1,691 0.04% 0.03% 227 +7,667 28.16% Q4 2025 Jan 28, 2026
Gradient Investments LLC History Added to 34,816 1,687 0.03% 0.02% 228 +12,436 55.57% Q4 2025 Jan 08, 2026
Great Lakes Retirement, Inc. History Added to 34,798 1,686 0.18% 0.17% 229 +1,689 5.1% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Added to 34,200 1,657 0.03% 0.02% 230 +1,067 3.22% Q4 2025 Jan 20, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 33,958 1,645 0.03% 0.03% 231 +9,951 41.45% Q4 2025 Feb 13, 2026
WEALTH ALLIANCE, LLC History Added to 33,914 1,643 0.16% 0.14% 232 +4,251 14.33% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Reduced 33,484 1,622 0.1% 0.1% 233 -1,003 -2.91% Q4 2025 Jan 29, 2026
XY Capital Ltd History Reduced 33,261 1,611 1.01% 0.84% 234 -709 -2.09% Q4 2025 Feb 12, 2026
HF Advisory Group, LLC History Added to 33,147 1,606 0.56% 0.54% 235 +2,177 7.03% Q4 2025 Jan 23, 2026
Equitable Holdings, Inc. History Added to 32,983 1,598 0.01% 0.01% 236 +818 2.54% Q4 2025 Feb 17, 2026
Leo Wealth, LLC History Added to 32,544 1,577 0.11% 0.19% 237 +2,283 7.54% Q4 2025 Jan 21, 2026
BTC Capital Management, Inc. History Added to 32,285 1,564 0.11% 0.09% 238 +3,250 11.19% Q4 2025 Jan 15, 2026
GeoWealth Management, LLC History Added to 32,104 1,555 0.06% 0.05% 239 +1,773 5.85% Q4 2025 Feb 17, 2026
Argent Trust Co History Added to 31,748 1,538 0.05% 0.05% 240 +1,508 4.99% Q4 2025 Feb 10, 2026
Virtu Financial LLC History Added to 31,550 1,529 0.06% 0.03% 241 +21,466 212.87% Q4 2025 Feb 23, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 31,052 1,504 0.2% 0.19% 242 -216 -0.69% Q4 2025 Feb 10, 2026
Advisors Asset Management, Inc. History Reduced 30,746 1,489 0.02% 0.03% 243 -1,515 -4.7% Q4 2025 Feb 12, 2026
Banco Santander, S.A. History New 30,580 1,481 0.01% — 244 +30,580 New Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History No change 30,000 1,453 0.0% 0.0% 245 0 0.0% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 29,750 1,441 0.0% 0.0% 246 +2,457 9.0% Q4 2025 Jan 26, 2026
Stablepoint Partners, LLC History Reduced 29,243 1,417 0.22% 0.23% 247 -1,145 -3.77% Q4 2025 Jan 13, 2026
SageView Advisory Group, LLC History Reduced 29,022 1,406 0.05% 0.05% 249 -1,528 -5.0% Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Added to 29,022 1,406 0.06% 0.06% 248 +1,204 4.33% Q4 2025 Feb 17, 2026
INTRUST BANK NA History Reduced 28,815 1,396 0.12% 0.11% 250 -211 -0.73% Q4 2025 Feb 06, 2026
Diameter Capital Partners LP History New 28,000 1,356 0.12% — 251 +28,000 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 27,886 1,351 0.04% 0.04% 252 +2,650 10.5% Q4 2025 Feb 13, 2026
Richard C. Young & CO., LTD. History Reduced 27,782 1,346 0.12% 0.12% 253 -340 -1.21% Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 27,698 1,342 0.02% 0.03% 254 -841 -2.95% Q4 2025 Jan 23, 2026
NBC SECURITIES, INC. History Reduced 27,513 1,333 0.1% 0.1% 255 -504 -1.8% Q4 2025 Jan 29, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Added to 27,308 1,323 0.42% 0.4% 256 +1,614 6.28% Q4 2025 Feb 03, 2026
BAILARD, INC. History Reduced 26,942 1,305 0.03% 0.03% 257 -114 -0.42% Q4 2025 Feb 04, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 26,856 1,301 0.06% — 258 +26,856 New Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 26,803 1,298 0.01% 0.01% 259 +2,261 9.21% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 26,599 1,289 0.02% 0.02% 260 -1,227 -4.41% Q4 2025 Feb 10, 2026
HB Wealth Management, LLC History Added to 26,615 1,289 0.01% 0.01% 261 +777 3.01% Q4 2025 Jan 28, 2026
BENJAMIN EDWARDS INC History Reduced 26,581 1,288 0.01% 0.01% 262 -22 -0.08% Q4 2025 Feb 02, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Reduced 26,278 1,273 0.15% 0.16% 263 -697 -2.58% Q4 2025 Jan 15, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 11,475 1,265 0.61% — 264 +11,475 New Q4 2025 Jan 09, 2026
Aaron Wealth Advisors LLC History Added to 25,844 1,252 0.07% 0.06% 265 +5,566 27.45% Q4 2025 Jan 21, 2026
STEPHENS INC /AR/ History Reduced 25,790 1,249 0.02% 0.02% 266 -109 -0.42% Q4 2025 Feb 05, 2026
Blume Capital Management, Inc. History Added to 25,766 1,248 0.23% 0.23% 267 +500 1.98% Q4 2025 Feb 05, 2026
Sequoia Financial Advisors, LLC History Reduced 25,207 1,221 0.01% 0.01% 268 -1,567 -5.85% Q4 2025 Feb 03, 2026
AE Wealth Management LLC History Added to 24,947 1,208 0.01% 0.01% 269 +1,714 7.38% Q4 2025 Jan 26, 2026
Nicholas Hoffman & Company, LLC. History Reduced 24,565 1,190 0.03% 0.03% 270 -368 -1.48% Q4 2025 Feb 02, 2026
STATE STREET CORP History No change 24,276 1,177 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 13, 2026
DRW Securities, LLC History New 23,800 1,153 0.03% — 272 +23,800 New Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Reduced 23,597 1,143 0.0% 0.0% 273 -4,045 -14.63% Q4 2025 Feb 13, 2026
FLOW TRADERS U.S. LLC History New 23,098 1,119 0.04% — 274 +23,098 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 22,587 1,100 0.04% 0.06% 275 +2,059 10.03% Q4 2025 Feb 13, 2026
Probity Advisors, Inc. History Added to 22,524 1,091 0.17% 0.17% 276 +896 4.14% Q4 2025 Jan 27, 2026
FIFTH THIRD BANCORP History Reduced 22,484 1,089 0.0% 0.0% 277 -296 -1.3% Q4 2025 Feb 02, 2026
Keystone Financial Planning, Inc. History Added to 22,016 1,066 0.31% 0.3% 278 +172 0.79% Q4 2025 Jan 07, 2026
EVOLVE PRIVATE WEALTH, LLC History New 21,858 1,059 0.06% — 279 +21,858 New Q4 2025 Feb 17, 2026
Arax Advisory Partners History Added to 21,576 1,041 0.03% 0.01% 280 +1,730 8.72% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 21,385 1,036 0.02% 0.01% 281 +9,748 83.77% Q4 2025 Feb 06, 2026
Voya Financial Advisors, Inc. History Added to 21,341 1,031 0.1% 0.09% 282 +118 0.56% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Reduced 21,154 1,025 0.01% 0.01% 283 -4,019 -15.97% Q4 2025 Feb 18, 2026
DCF Advisers, LLC History New 21,000 1,017 0.27% — 284 +21,000 New Q4 2025 Feb 11, 2026
CWA Asset Management Group, LLC History Added to 20,464 991 0.04% 0.03% 285 +3,483 20.51% Q4 2025 Jan 07, 2026
Concurrent Investment Advisors, LLC History Added to 20,408 988 0.01% 0.01% 286 +7,774 61.53% Q4 2025 Jan 29, 2026
BANK OF HAWAII History Reduced 20,228 980 0.05% 0.06% 287 -3,161 -13.51% Q4 2025 Mar 03, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 19,813 960 0.13% 0.13% 288 -227 -1.13% Q4 2025 Jan 23, 2026
ACADIAN ASSET MANAGEMENT LLC History New 19,747 956 0.0% — 289 +19,747 New Q4 2025 Feb 10, 2026
Snowden Capital Advisors LLC History Reduced 19,233 932 0.02% 0.03% 290 -579 -2.92% Q4 2025 Feb 17, 2026
CRUX WEALTH ADVISORS History Reduced 18,891 915 0.34% 0.36% 291 -126 -0.66% Q4 2025 Jan 21, 2026
REGATTA CAPITAL GROUP, LLC History Added to 18,813 911 0.14% 0.14% 292 +298 1.61% Q4 2025 Jan 13, 2026
EPG Wealth Management LLC History Reduced 18,644 903 0.24% 0.25% 293 -510 -2.66% Q4 2025 Jan 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 18,449 894 0.01% 0.01% 294 -2,276 -10.98% Q4 2025 Jan 29, 2026
Dorsey & Whitney Trust CO LLC History Reduced 18,412 892 0.05% 0.05% 295 -554 -2.92% Q4 2025 Feb 11, 2026
GC Wealth Management RIA, LLC History Added to 17,839 864 0.03% 0.02% 296 +3,094 20.98% Q4 2025 Jan 30, 2026
Central Pacific Bank - Trust Division History Reduced 17,350 840 0.1% 0.13% 297 -5,000 -22.37% Q4 2025 Jan 07, 2026
Banco de Sabadell, S.A History Reduced 17,090 828 0.54% 0.54% 298 -181 -1.05% Q4 2025 Feb 09, 2026
PROFUND ADVISORS LLC History Added to 17,079 827 0.03% 0.02% 299 +3,623 26.92% Q4 2025 Feb 06, 2026
Peoples Bank/KS History Added to 16,730 810 0.81% 0.74% 300 +865 5.45% Q4 2025 Jan 08, 2026
Compound Planning, Inc. History Added to 16,680 808 0.02% 0.02% 301 +2,234 15.46% Q4 2025 Feb 19, 2026
MidWestOne Financial Group, Inc. History Reduced 16,621 805 0.09% 0.17% 302 -13,319 -44.49% Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History Reduced 16,154 782 0.01% 0.01% 303 -11 -0.07% Q4 2025 Feb 13, 2026
Meriwether Wealth & Planning, LLC History Added to 16,083 779 0.44% 0.39% 304 +1,726 12.02% Q4 2025 Jan 14, 2026
Geneos Wealth Management Inc. History Added to 15,993 775 0.02% 0.02% 305 +1,924 13.68% Q4 2025 Jan 28, 2026
Runnymede Capital Advisors, Inc. History New 15,632 757 0.44% — 307 +15,632 New Q4 2025 Jan 21, 2026
Trivant Custom Portfolio Group, LLC History Reduced 15,632 757 0.44% 0.41% 306 -1,420 -8.33% Q4 2025 Jan 21, 2026
SG Americas Securities, LLC History Added to 15,273 740 0.0% 0.0% 308 +2,135 16.25% Q4 2025 Jan 09, 2026
Leisure Capital Management History Reduced 15,250 739 0.24% 0.27% 309 -1,226 -7.44% Q4 2025 Jan 27, 2026
INGALLS & SNYDER LLC History Reduced 15,115 732 0.03% 0.02% 310 -750 -4.73% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 15,069 730 0.0% 0.0% 311 -1,615 -9.68% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Reduced 14,796 716 0.04% 0.04% 312 -976 -6.19% Q4 2025 Feb 17, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 14,740 714 0.03% — 313 +14,740 New Q4 2025 Feb 13, 2026
Keystone Financial Services History Reduced 14,639 709 0.21% 0.22% 314 -401 -2.67% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 14,544 704 0.0% 0.0% 315 +3,479 31.44% Q4 2025 Jan 30, 2026
V-Square Quantitative Management LLC History Added to 14,460 700 0.07% 0.11% 316 +903 6.66% Q4 2025 Jan 22, 2026
Code Waechter LLC History Reduced 14,426 699 0.45% 0.48% 317 -366 -2.47% Q4 2025 Jan 26, 2026
Storgate, LLC History New 14,166 686 0.56% — 318 +14,166 New Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 14,040 680 0.04% 0.03% 319 +1,083 8.36% Q4 2025 Mar 04, 2026
WINTON GROUP Ltd History New 14,000 678 0.02% — 320 +14,000 New Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 13,954 676 0.01% 0.01% 321 +1,485 11.91% Q4 2025 Feb 09, 2026
AlphaCore Capital LLC History Reduced 13,938 675 0.02% 0.02% 322 -1,296 -8.51% Q4 2025 Feb 05, 2026
B. Riley Wealth Advisors, Inc. History Added to 13,896 673 0.03% 0.03% 323 +22 0.16% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 13,685 663 0.01% 0.01% 324 +2,737 25.0% Q4 2025 Feb 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 13,650 661 0.01% 0.02% 325 -2,783 -16.94% Q4 2025 Feb 12, 2026
AlphaCentric Advisors LLC History New 13,594 658 0.66% — 326 +13,594 New Q4 2025 Feb 12, 2026
BEACON FINANCIAL GROUP History New 13,575 657 0.07% — 327 +13,575 New Q4 2025 Apr 01, 2026
Avantra Family Wealth, Inc. History Reduced 13,290 644 0.47% 0.47% 328 -83 -0.62% Q4 2025 Jan 21, 2026
Tidal Investments LLC History Added to 13,149 637 0.0% 0.0% 329 +2,274 20.91% Q4 2025 Feb 13, 2026
Qtron Investments LLC History No change 13,163 637 0.08% 0.08% 330 0 0.0% Q4 2025 Feb 12, 2026
Hilltop National Bank History Reduced 12,879 624 0.15% 0.15% 331 -90 -0.69% Q4 2025 Jan 07, 2026
Ballentine Partners, LLC History Reduced 12,852 622 0.01% 0.01% 332 -591 -4.4% Q4 2025 Feb 03, 2026
American Capital Advisory, LLC History Reduced 12,750 617 0.27% 0.32% 333 -1,761 -12.14% Q4 2025 Jan 30, 2026
Waverly Advisors, LLC History Added to 12,665 613 0.0% 0.0% 335 +2,654 26.51% Q4 2025 Feb 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 12,665 613 0.03% 0.03% 334 0 0.0% Q4 2025 Jan 13, 2026
Squarepoint Ops LLC History Reduced 45,966 600 0.0% 0.0% 336 -7,200 -13.54% Q4 2025 Feb 13, 2026
Legacy Capital Wealth Partners, LLC History Added to 12,354 598 0.13% 0.12% 337 +420 3.52% Q4 2025 Jan 16, 2026
Mezzasalma Advisors, LLC History Added to 12,386 597 0.14% 0.14% 338 +516 4.35% Q4 2025 Jan 21, 2026
Keudell/Morrison Wealth Management History New 12,308 596 0.13% — 339 +12,308 New Q4 2025 Feb 06, 2026
TWIN CITY PRIVATE WEALTH, LLC History Added to 12,159 589 0.45% 0.44% 340 +293 2.47% Q4 2025 Feb 13, 2026
Regal Investment Advisors LLC History New 12,071 584 0.03% — 341 +12,071 New Q4 2025 Feb 17, 2026
American State Bank (Iowa) History Added to 12,060 584 0.28% 0.27% 342 +943 8.48% Q4 2025 Apr 14, 2026
Ellevest, Inc. History Reduced 11,889 576 0.08% 0.09% 343 -1,412 -10.62% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 11,883 575 0.01% 0.01% 344 -162 -1.34% Q4 2025 Feb 11, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 11,832 573 0.0% 0.0% 345 0 0.0% Q4 2025 Feb 13, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 11,791 571 0.15% 0.17% 346 -1,198 -9.22% Q4 2025 Feb 02, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 11,769 570 0.0% 0.0% 347 -401 -3.29% Q4 2025 Feb 13, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 11,749 569 0.0% 0.0% 348 +5,083 76.25% Q4 2025 Feb 06, 2026
ProShare Advisors LLC History Added to 11,688 566 0.0% 0.0% 349 +2,129 22.27% Q4 2025 Feb 06, 2026
COURIER CAPITAL LLC History Reduced 11,654 564 0.03% 0.03% 350 -808 -6.48% Q4 2025 Jan 29, 2026
Stratos Wealth Partners, LTD. History Reduced 11,535 559 0.01% 0.01% 351 -1,887 -14.06% Q4 2025 Jan 20, 2026
D.A. DAVIDSON & CO. History Added to 11,490 556 0.0% 0.0% 352 +6,306 121.64% Q4 2025 Jan 29, 2026
DGS Capital Management, LLC History Reduced 11,457 555 0.09% 0.1% 353 -705 -5.8% Q4 2025 Feb 24, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 11,355 550 0.0% 0.03% 354 -1,051,454 -98.93% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 11,330 549 0.0% — 355 +11,330 New Q4 2025 Feb 18, 2026
First City Capital Management, Inc. History Reduced 11,320 548 0.29% 0.3% 356 -300 -2.58% Q4 2025 Jan 14, 2026
Hudson Portfolio Management LLC History No change 11,225 543 0.47% 0.47% 357 0 0.0% Q4 2025 Feb 13, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 11,157 540 0.04% 0.04% 358 -498 -4.27% Q4 2025 Feb 04, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 11,037 534 0.01% 0.01% 359 -2,919 -20.92% Q4 2025 Jan 28, 2026
Checchi Capital Advisers, LLC History Reduced 10,967 531 0.03% 0.03% 360 -790 -6.72% Q4 2025 Jan 27, 2026
Colonial River Investments, LLC History Added to 10,940 530 0.19% 0.18% 361 +537 5.16% Q4 2025 Feb 04, 2026
Cooper Financial Group History Reduced 10,928 529 0.06% 0.07% 362 -1,906 -14.85% Q4 2025 Jan 08, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 10,854 525 0.05% 0.06% 363 +432 4.15% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 10,818 524 0.01% 0.01% 364 +415 3.99% Q4 2025 Feb 19, 2026
WEDBUSH SECURITIES INC History Reduced 10,755 521 0.02% 0.02% 365 -843 -7.27% Q4 2025 Feb 12, 2026
BKM Wealth Management, LLC History Reduced 10,610 514 0.19% 0.19% 366 -398 -3.62% Q4 2025 Jan 29, 2026
Manske Wealth Management History Reduced 10,620 514 0.15% 0.16% 367 -251 -2.31% Q4 2025 Feb 03, 2026
London & Capital Asset Management Ltd History Reduced 10,572 512 0.01% 0.09% 368 -15,538 -59.51% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Reduced 10,557 511 0.01% 0.01% 369 -375 -3.43% Q4 2025 Feb 02, 2026
Lantz Financial LLC History Added to 10,304 499 0.11% 0.1% 370 +527 5.39% Q4 2025 Jan 14, 2026
Frank, Rimerman Advisors LLC History New 10,266 497 0.03% — 371 +10,266 New Q4 2025 Jan 15, 2026
REXFORD CAPITAL INC History No change 10,208 494 0.37% 0.37% 372 0 0.0% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 10,177 493 0.01% 0.01% 373 -2,243 -18.06% Q4 2025 Jan 16, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 10,131 490 0.01% 0.01% 374 +978 10.69% Q4 2025 Feb 09, 2026
HighPoint Advisor Group LLC History Added to 10,085 488 0.02% 0.02% 375 +162 1.63% Q4 2025 Feb 04, 2026
Versant Capital Management, Inc History Reduced 10,058 487 0.06% 0.07% 376 -1,340 -11.76% Q4 2025 Jan 08, 2026
Apollon Wealth Management, LLC History Reduced 10,045 486 0.01% 0.02% 377 -8,390 -45.51% Q4 2025 Jan 22, 2026
SEARLE & CO. History No change 10,000 484 0.12% 0.13% 378 0 0.0% Q4 2025 Feb 13, 2026
GFS Advisors, LLC History No change 10,000 484 0.06% 0.06% 379 0 0.0% Q4 2025 Feb 11, 2026
Stokes Family Office, LLC History New 9,861 477 0.04% — 380 +9,861 New Q4 2025 Feb 18, 2026
Jefferies Financial Group Inc. History New 9,759 472 0.0% — 381 +9,759 New Q4 2025 Feb 09, 2026
Pekin Hardy Strauss, Inc. History No change 9,687 469 0.04% 0.05% 382 0 0.0% Q4 2025 Jan 30, 2026
Abacus Wealth Partners, LLC History New 9,584 464 0.05% — 383 +9,584 New Q4 2025 Feb 05, 2026
Gallacher Capital Management LLC History Reduced 9,549 462 0.18% 0.19% 384 -831 -8.01% Q4 2025 Feb 03, 2026
Transamerica Financial Advisors, LLC History Added to 9,466 458 0.04% 0.03% 385 +1,460 18.24% Q4 2025 Feb 13, 2026
Evelyn Partners Asset Management Ltd History Reduced 9,409 455 0.11% 0.12% 386 -1,783 -15.93% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Reduced 9,328 452 0.01% 0.01% 387 -396 -4.07% Q4 2025 Feb 05, 2026
REGIONS FINANCIAL CORP History Reduced 9,227 447 0.0% 0.0% 388 -1,722 -15.73% Q4 2025 Jan 27, 2026
IFG Advisory, LLC History Added to 9,213 446 0.02% 0.02% 389 +244 2.72% Q4 2025 Feb 10, 2026
Cohen Investment Advisors LLC History No change 9,217 446 0.21% 0.21% 390 0 0.0% Q4 2025 Jan 15, 2026
Raab & Moskowitz Asset Management LLC History No change 9,182 444 0.1% 0.1% 391 0 0.0% Q4 2025 Jan 20, 2026
BESSEMER GROUP INC History Added to 9,016 438 0.0% 0.0% 392 +2,614 40.83% Q4 2025 Feb 05, 2026
ADVISORTRUST PARTNERS, LLC History New 9,018 437 0.19% — 393 +9,018 New Q4 2025 Mar 10, 2026
R Squared Ltd History Added to 8,980 435 0.2% 0.15% 394 +1,522 20.41% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History Reduced 8,956 434 0.0% 0.0% 395 -154 -1.69% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Added to 8,870 429 0.01% 0.01% 396 +683 8.34% Q4 2025 Feb 13, 2026
SkyView Investment Advisors, LLC History No change 8,821 427 0.05% 0.05% 397 0 0.0% Q4 2025 Feb 18, 2026
Allworth Financial LP History New 8,809 426 0.0% — 398 +8,809 New Q4 2025 Feb 05, 2026
MAI Capital Management History Reduced 8,791 425 0.0% 0.0% 399 -91 -1.02% Q4 2025 Feb 13, 2026
Tranquilli Financial Advisor LLC History Reduced 8,756 424 0.25% 0.25% 400 -37 -0.42% Q4 2025 Jan 27, 2026
TI-TRUST, INC History Reduced 8,733 423 0.26% 0.26% 401 -31 -0.35% Q4 2025 Jan 23, 2026
PCM Encore, LLC History New 8,699 421 0.09% — 402 +8,699 New Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 8,623 417 0.0% 0.0% 403 +2,430 39.24% Q4 2025 Feb 10, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Reduced 8,590 416 0.1% 0.1% 404 -4,912 -36.38% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Added to 8,480 410 0.02% 0.01% 405 +3,237 61.74% Q4 2025 Jan 21, 2026
Independent Advisor Alliance History Added to 8,450 409 0.01% 0.01% 406 +3,356 65.88% Q4 2025 Feb 04, 2026
Carr Financial Group Corp History No change 8,367 405 0.11% 0.11% 407 0 0.0% Q4 2025 Jan 09, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 8,354 404 0.01% 0.01% 408 +455 5.76% Q4 2025 Feb 09, 2026
JGP Wealth Management, LLC History New 8,320 403 0.04% — 409 +8,320 New Q4 2025 Jan 12, 2026
Kentucky Trust Co History Reduced 8,310 402 0.21% 0.23% 410 -630 -7.05% Q4 2025 Jan 21, 2026
Park Place Capital Corp History Reduced 8,257 400 0.08% 0.1% 411 -1,554 -15.84% Q4 2025 Jan 09, 2026
SAGE RHINO CAPITAL LLC History Reduced 8,194 397 0.07% 0.08% 412 -122 -1.47% Q4 2025 Jan 30, 2026
Moors & Cabot, Inc. History Added to 8,167 395 0.02% 0.02% 413 +46 0.57% Q4 2025 Feb 10, 2026
Forza Wealth Management, LLC History Reduced 8,145 394 0.14% 0.16% 414 -530 -6.11% Q4 2025 Feb 02, 2026
PharVision Advisers, LLC History New 8,121 393 0.2% — 415 +8,121 New Q4 2025 Feb 17, 2026
SPWM Advisors LLC History New 8,119 393 0.37% — 417 +8,119 New Q4 2025 Feb 17, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 8,123 393 0.09% 0.09% 416 +24 0.3% Q4 2025 Feb 02, 2026
SYON CAPITAL LLC History Reduced 7,886 382 0.02% 0.02% 418 -1,043 -11.68% Q4 2025 Feb 11, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 7,772 376 0.06% 0.05% 420 +1,629 26.52% Q4 2025 Jan 22, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 7,777 376 0.03% 0.03% 419 +26 0.34% Q4 2025 Jan 16, 2026
J.W. COLE ADVISORS, INC. History Added to 7,912 375 0.01% 0.01% 421 +35 0.44% Q4 2025 Feb 11, 2026
May Hill Capital, LLC History New 7,728 374 0.05% — 422 +7,728 New Q4 2025 Feb 05, 2026
Greenfield Seitz Capital Management, LLC History Reduced 7,720 374 0.12% 0.14% 423 -1,560 -16.81% Q4 2025 Feb 12, 2026
Abel Hall, LLC History Reduced 7,677 372 0.09% 0.16% 424 -496 -6.07% Q4 2025 Feb 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 7,665 371 0.06% — 426 +7,665 New Q4 2025 Feb 12, 2026
AssuredPartners Investment Advisors, LLC History New 7,659 371 0.06% — 425 +7,659 New Q4 2025 Feb 03, 2026
Sivia Capital Partners, LLC History Added to 7,642 370 0.07% 0.08% 428 +1,797 30.74% Q4 2025 Feb 10, 2026
Aspen Grove Capital, LLC History Reduced 7,638 370 0.06% 0.06% 427 -1 -0.01% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 7,623 369 0.01% 0.01% 429 -109 -1.41% Q4 2025 Jan 07, 2026
Arista Wealth Management, LLC History Reduced 7,520 364 0.04% 0.05% 430 -370 -4.69% Q4 2025 Feb 09, 2026
Engineers Gate Manager LP History New 7,473 362 0.0% — 431 +7,473 New Q4 2025 Feb 17, 2026
Persistent Asset Partners Ltd History New 7,445 360 0.16% — 432 +7,445 New Q4 2025 Feb 17, 2026
Dynamic Advisor Solutions LLC History Reduced 7,290 353 0.01% 0.08% 433 -52,401 -87.79% Q4 2025 Jan 09, 2026
Meridian Wealth Management, LLC History Reduced 7,278 352 0.01% 0.08% 434 -38,263 -84.02% Q4 2025 Feb 04, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 7,263 351 0.01% 0.01% 436 -451 -5.85% Q4 2025 Feb 05, 2026
HM PAYSON & CO History No change 7,248 351 0.0% 0.0% 435 0 0.0% Q4 2025 Feb 12, 2026
Strategic Global Advisors, LLC History New 7,237 350 0.05% — 437 +7,237 New Q4 2025 Feb 13, 2026
Wynn Capital, LLC History Reduced 7,211 349 0.17% 0.17% 438 -415 -5.44% Q4 2025 Jan 13, 2026
Cherokee Insurance Co History No change 7,213 349 0.14% 0.15% 439 0 0.0% Q4 2025 Jan 29, 2026
GREENLEAF TRUST History Reduced 7,121 345 0.0% 0.0% 440 -372 -4.96% Q4 2025 Jan 21, 2026
ST GERMAIN D J CO INC History No change 7,105 344 0.01% 0.01% 441 0 0.0% Q4 2025 Jan 29, 2026
Lido Advisors, LLC History Added to 7,201 343 0.0% 0.0% 442 +217 3.11% Q4 2025 Feb 10, 2026
CENTAURUS FINANCIAL, INC. History Reduced 7,015 340 0.02% 0.02% 443 -1,019 -12.68% Q4 2025 Feb 13, 2026
Revisor Wealth Management LLC History New 7,071 335 0.09% — 444 +7,071 New Q4 2025 Jan 27, 2026
Brucke Financial, Inc. History Reduced 6,894 334 0.18% 0.21% 445 -293 -4.08% Q4 2025 Jan 12, 2026
Beverly Hills Private Wealth, LLC History Reduced 6,840 331 0.06% 0.11% 447 -6,755 -49.69% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 6,846 331 0.0% 0.0% 446 +1,586 30.15% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Added to 6,792 329 0.01% 0.01% 449 +747 12.36% Q4 2025 Feb 04, 2026
Cetera Trust Company, N.A History Added to 6,790 329 0.18% 0.16% 451 +650 10.59% Q4 2025 Feb 13, 2026
RNC CAPITAL MANAGEMENT LLC History Reduced 6,808 329 0.01% 0.02% 448 -575 -7.79% Q4 2025 Feb 03, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 6,800 329 0.05% 0.05% 450 0 0.0% Q4 2025 Jan 14, 2026
West Family Investments, Inc. History Reduced 6,774 328 0.08% 14.76% 452 -2,468 -26.7% Q4 2025 Feb 11, 2026
PDS Planning, Inc History Added to 6,579 318 0.02% 0.02% 453 +295 4.69% Q4 2025 Jan 26, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 6,509 315 0.21% 0.18% 454 +882 15.67% Q4 2025 Feb 04, 2026
Y.D. More Investments Ltd History No change 6,500 314 0.02% 0.02% 455 0 0.0% Q4 2025 Jan 21, 2026
New Republic Capital, LLC History New 6,462 313 0.08% — 456 +6,462 New Q4 2025 Feb 10, 2026
BANK OF STOCKTON History Reduced 6,443 312 0.09% 0.09% 457 -235 -3.52% Q4 2025 Jan 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 6,416 310 0.0% — 458 +6,416 New Q4 2025 Feb 13, 2026
E&G Advisors, LP History No change 6,398 310 0.07% 0.07% 459 0 0.0% Q4 2025 Jan 23, 2026
Corient IA LLC History Reduced 6,390 309 0.29% 0.35% 460 -3,610 -36.1% Q4 2025 Feb 13, 2026
Cordatus Wealth Management LLC History Added to 6,316 306 0.07% 0.05% 461 +1,913 43.45% Q4 2025 Jan 26, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 6,324 306 0.09% 0.11% 462 +557 9.66% Q4 2025 Jan 08, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 6,311 305 0.11% 0.1% 463 +1,005 18.94% Q4 2025 Jan 21, 2026
Kingsview Wealth Management, LLC History Added to 6,286 304 0.0% 0.0% 464 +53 0.85% Q4 2025 Feb 09, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 6,291 304 0.23% 0.23% 466 -15 -0.24% Q4 2025 Feb 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 6,293 304 0.04% 0.05% 465 +11 0.18% Q4 2025 Jan 12, 2026
First County Bank /CT/ History Reduced 6,258 303 0.16% 0.21% 467 -2,305 -26.92% Q4 2025 Jan 14, 2026
Perigon Wealth Management, LLC History Added to 6,172 299 0.01% 0.01% 468 +671 12.2% Q4 2025 Jan 16, 2026
Pinnacle West Asset Management, Inc. History Added to 6,175 299 0.19% 0.18% 469 +425 7.39% Q4 2025 Feb 10, 2026
Ledyard National Bank History Reduced 6,091 295 0.03% 0.03% 470 -322 -5.02% Q4 2025 Jan 21, 2026
JOURNEY STRATEGIC WEALTH LLC History New 6,087 294 0.01% — 472 +6,087 New Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 6,067 294 0.01% 0.01% 471 -627 -9.37% Q4 2025 Jan 23, 2026
COMMERCE BANK History Reduced 6,051 293 0.0% 0.0% 473 -1,232 -16.92% Q4 2025 Feb 13, 2026
PING CAPITAL MANAGEMENT, INC. History No change 6,000 290 0.08% 0.1% 474 0 0.0% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Added to 5,970 289 0.0% 0.0% 475 +2,872 92.7% Q4 2025 Jan 27, 2026
Avidian Wealth Enterprises, LLC History Added to 5,921 286 0.01% 0.01% 476 +31 0.53% Q4 2025 Feb 02, 2026
Bellevue Group AG History Reduced 5,851 283 0.01% 0.01% 477 -3,009 -33.96% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Reduced 5,852 283 0.0% 0.0% 478 -1,425 -19.58% Q4 2025 Feb 13, 2026
Patten Group, Inc. History Reduced 5,823 282 0.05% 0.1% 479 -5,470 -48.44% Q4 2025 Jan 23, 2026
JACOBS & CO/CA History Reduced 5,815 281 0.03% 0.03% 480 -725 -11.09% Q4 2025 Jan 05, 2026
Empowered Funds, LLC History Added to 5,802 281 0.0% 0.0% 481 +550 10.47% Q4 2025 Feb 18, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 5,779 280 0.01% 0.08% 482 -19,155 -76.82% Q4 2025 Feb 12, 2026
DEARBORN PARTNERS LLC History Added to 5,729 277 0.01% 0.01% 483 +180 3.24% Q4 2025 Feb 11, 2026
SeaCrest Wealth Management, LLC History Reduced 5,722 276 0.03% 0.03% 484 -600 -9.49% Q4 2025 Jan 12, 2026
Bruce G. Allen Investments, LLC History Added to 5,701 276 0.19% 0.18% 485 +285 5.26% Q4 2025 Feb 10, 2026
Golden State Equity Partners History Added to 5,687 275 0.04% 0.04% 486 +940 19.8% Q4 2025 Jan 29, 2026
BSW Wealth Partners History Reduced 5,667 274 0.03% 0.05% 487 -2,409 -29.83% Q4 2025 Jan 23, 2026
GAMMA Investing LLC History Added to 5,364 274 0.01% 0.01% 488 +264 5.18% Q4 2025 Jan 05, 2026
Wealthspire Advisors, LLC History Added to 5,624 272 0.0% 0.0% 489 +5,132 1043.09% Q4 2025 Feb 13, 2026
FLC Capital Advisors History Reduced 5,543 268 0.05% 0.05% 490 -208 -3.62% Q4 2025 Feb 11, 2026
J.M. Arbour, LLC History New 5,482 265 0.26% — 491 +5,482 New Q4 2025 Jan 26, 2026
NATURAL INVESTMENTS, LLC History Added to 5,438 263 0.07% 0.06% 493 +444 8.89% Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History Reduced 5,436 263 0.01% 0.01% 492 -48 -0.88% Q4 2025 Feb 02, 2026
Sunpointe, LLC History Reduced 5,346 259 0.09% 0.09% 494 -6 -0.11% Q4 2025 Jan 23, 2026
Clark Asset Management, LLC History New 5,341 258 0.03% — 495 +5,341 New Q4 2025 Jan 27, 2026
Beacon Bank & Trust History Reduced 5,305 257 0.05% 0.06% 496 -376 -6.62% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Added to 5,291 256 0.01% 0.01% 497 +973 22.53% Q4 2025 Feb 10, 2026
Wedmont Private Capital History Added to 5,244 253 0.01% 0.01% 498 +616 13.31% Q4 2025 Jan 08, 2026
Analyst IMS Investment Management Services Ltd. History No change 5,208 252 0.01% 0.01% 499 0 0.0% Q4 2025 Jan 20, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 5,199 251 0.0% 0.0% 500 -574 -9.94% Q4 2025 Jan 27, 2026
180 WEALTH ADVISORS, LLC History Reduced 5,169 250 0.03% 0.04% 503 -1,020 -16.48% Q4 2025 Jan 09, 2026
Grove Bank & Trust History Added to 5,170 250 0.03% 0.03% 502 +170 3.4% Q4 2025 Jan 08, 2026
TRUST CO OF VERMONT History No change 5,167 250 0.01% 0.01% 501 0 0.0% Q4 2025 Jan 16, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 5,145 249 0.05% 0.05% 504 -188 -3.53% Q4 2025 Jan 14, 2026
Florida Trust Wealth Management Co History New 5,058 245 0.01% — 505 +5,058 New Q4 2025 Jan 20, 2026
Old North State Trust, LLC History New 5,010 243 0.14% — 507 +5,010 New Q4 2025 Mar 24, 2026
PRIVATE TRUST CO NA History Added to 5,019 243 0.02% 0.02% 506 +103 2.1% Q4 2025 Jan 26, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 5,003 242 0.1% — 510 +5,003 New Q4 2025 Jan 15, 2026
Zhang Financial LLC History Reduced 5,000 242 0.01% 0.01% 508 -30 -0.6% Q4 2025 Feb 10, 2026
Alan B Lancz & Associates, Inc. History No change 5,000 242 0.21% 0.21% 509 0 0.0% Q4 2025 Feb 06, 2026
Venturi Wealth Management, LLC History New 4,938 239 0.01% — 511 +4,938 New Q4 2025 Jan 22, 2026
Kathmere Capital Management, LLC History New 4,932 239 0.02% — 512 +4,932 New Q4 2025 Jan 13, 2026
WESBANCO BANK INC History Added to 4,927 238 0.01% 0.01% 513 +230 4.9% Q4 2025 Feb 03, 2026
Cromwell Holdings LLC History No change 4,901 237 0.13% 0.12% 514 0 0.0% Q4 2025 Jan 20, 2026
Jacobi Capital Management LLC History Reduced 4,882 236 0.01% 0.02% 516 -518 -9.59% Q4 2025 Feb 13, 2026
SENTINEL TRUST CO LBA History No change 4,878 236 0.02% 0.02% 515 0 0.0% Q4 2025 Jan 29, 2026
Paragon Private Wealth Management, LLC History Reduced 4,847 234 0.07% 0.1% 517 -1,461 -23.16% Q4 2025 Feb 11, 2026
Whetstone Capital Advisors, LLC History Reduced 4,754 230 0.07% 0.06% 518 -137 -2.8% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 4,738 229 0.01% 0.01% 519 -74 -1.54% Q4 2025 Jan 12, 2026
Midwest Trust Co History New 4,724 228 0.0% — 520 +4,724 New Q4 2025 Feb 04, 2026
Harrington Investments, INC History Reduced 4,657 225 0.11% 0.11% 521 -95 -2.0% Q4 2025 Jan 13, 2026
HBK Sorce Advisory LLC History Reduced 4,688 224 0.01% 0.01% 522 -314 -6.28% Q4 2025 Feb 09, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 4,619 223 0.05% 0.05% 523 0 0.0% Q4 2025 Feb 04, 2026
Parallel Advisors, LLC History Reduced 4,559 220 0.0% 0.0% 524 -935 -17.02% Q4 2025 Feb 11, 2026
Kendall Capital Management History Reduced 4,540 220 0.05% 0.05% 525 -145 -3.09% Q4 2025 Jan 16, 2026
PARK NATIONAL CORP /OH/ History New 4,532 219 0.01% — 526 +4,532 New Q4 2025 Jan 05, 2026
SIH Partners, LLLP History No change 4,500 218 0.0% 0.01% 527 0 0.0% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Reduced 4,492 217 0.0% 0.0% 528 -192 -4.1% Q4 2025 Feb 12, 2026
Net Worth Advisory Group History Added to 4,495 217 0.04% 0.06% 529 +80 1.81% Q4 2025 Jan 14, 2026
Planned Solutions, Inc. History No change 4,462 216 0.07% 0.07% 530 0 0.0% Q4 2025 Jan 28, 2026
Ritter Daniher Financial Advisory LLC / DE History New 4,420 214 0.04% — 534 +4,420 New Q4 2025 Feb 10, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 4,430 214 0.03% 0.04% 531 -1,295 -22.62% Q4 2025 Jan 23, 2026
Bridgewater Advisors Inc. History Reduced 4,636 214 0.01% 0.02% 532 -756 -14.02% Q4 2025 Jan 23, 2026
Opal Wealth Advisors, LLC History Reduced 4,431 214 0.06% 0.06% 533 -286 -6.06% Q4 2025 Jan 26, 2026
Trek Financial, LLC History New 4,400 213 0.01% — 536 +4,400 New Q4 2025 Feb 04, 2026
Foyston, Gordon & Payne Inc History Reduced 4,412 213 0.05% 0.05% 535 -803 -15.4% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Reduced 4,381 212 0.0% 0.0% 537 -48 -1.08% Q4 2025 Feb 17, 2026
FOCUSED ALPHA, LLC History New 4,291 207 0.06% — 541 +4,291 New Q4 2025 Feb 13, 2026
Bank OZK History New 4,289 207 0.07% — 538 +4,289 New Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Added to 4,285 207 0.01% 0.01% 539 +20 0.47% Q4 2025 Jan 06, 2026
Arete Wealth Advisors, LLC History Added to 4,262 207 0.01% 0.01% 540 +9 0.21% Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History New 4,232 205 0.01% — 542 +4,232 New Q4 2025 Feb 03, 2026
GSA CAPITAL PARTNERS LLP History New 4,222 205 0.02% — 543 +4,222 New Q4 2025 Feb 06, 2026
OARSMAN CAPITAL, INC. History New 4,220 204 0.03% — 544 +4,220 New Q4 2025 Feb 13, 2026
CVA Family Office, LLC History No change 4,200 203 0.02% 0.03% 545 0 0.0% Q4 2025 Jan 12, 2026
Maia Wealth LLC History New 4,289 201 0.03% — 547 +4,289 New Q4 2025 Feb 17, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 4,150 201 0.01% 0.01% 546 -728 -14.92% Q4 2025 Jan 14, 2026
Archer Investment Corp History No change 4,072 197 0.04% 0.04% 548 0 0.0% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Reduced 4,008 194 0.0% 0.0% 549 -310 -7.18% Q4 2025 Feb 12, 2026
Lloyd Advisory Services, LLC. History New 3,857 186 0.07% — 551 +3,857 New Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 3,856 186 0.01% 0.01% 550 -613 -13.72% Q4 2025 Feb 10, 2026
Knights of Columbus Asset Advisors LLC History No change 3,689 178 0.01% 0.01% 552 0 0.0% Q4 2025 Feb 09, 2026
Hara Capital LLC History Reduced 3,388 164 0.09% 0.1% 553 -90 -2.59% Q4 2025 Jan 15, 2026
Parkside Financial Bank & Trust History Added to 3,315 160 0.01% 0.01% 554 +278 9.15% Q4 2025 Feb 13, 2026
T. Rowe Price Investment Management, Inc. History Added to 3,108 151 0.0% 0.0% 555 +619 24.87% Q4 2025 Feb 19, 2026
Anchor Investment Management, LLC History No change 3,100 150 0.01% 0.01% 556 0 0.0% Q4 2025 Feb 26, 2026
Strengthening Families & Communities, LLC History Reduced 3,000 145 0.05% 0.04% 557 -321 -9.67% Q4 2025 Feb 03, 2026
Caldwell Trust Co History Reduced 2,790 135 0.01% 0.01% 558 -422 -13.14% Q4 2025 Jan 30, 2026
Colonial Trust Co / SC History Reduced 2,618 126 0.02% 0.02% 559 -27 -1.02% Q4 2025 Feb 12, 2026
ATLAS CAPITAL ADVISORS INC. History New 2,577 124 0.01% — 560 +2,577 New Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,405 116 0.0% 0.0% 561 +114 4.98% Q4 2025 Feb 06, 2026
Rosenberg Matthew Hamilton History Added to 2,380 115 0.02% 0.02% 562 +516 27.68% Q4 2025 Jan 05, 2026
JNBA Financial Advisors History No change 2,323 112 0.01% 0.01% 563 0 0.0% Q4 2025 Jan 26, 2026
Hilton Head Capital Partners, LLC History New 2,243 108 0.06% — 564 +2,243 New Q4 2025 Feb 11, 2026
Cape Investment Advisory, Inc. History Added to 2,062 99 0.03% 0.08% 565 +279 15.65% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 2,004 97 0.0% 0.0% 566 -267 -11.76% Q4 2025 Feb 12, 2026
SITTNER & NELSON, LLC History Added to 2,000 95 0.03% 0.02% 568 +1,000 100.0% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 1,981 95 0.0% 0.0% 567 +28 1.43% Q4 2025 Feb 06, 2026
Garner Asset Management Corp History New 1,944 94 0.04% — 569 +1,944 New Q4 2025 Feb 03, 2026
CHELSEA COUNSEL CO History Reduced 1,910 92 0.04% 0.29% 570 -11,835 -86.1% Q4 2025 Feb 24, 2026
EverSource Wealth Advisors, LLC History Reduced 1,875 90 0.0% 0.0% 571 -655 -25.89% Q4 2025 Feb 06, 2026
Indiana Trust & Investment Management Co History No change 1,848 89 0.03% 0.03% 572 0 0.0% Q4 2025 Jan 21, 2026
Quintet Private Bank (Europe) S.A. History No change 1,850 89 0.01% 0.0% 573 0 0.0% Q4 2025 Jan 20, 2026
Garton & Associates Financial Advisors LLC History New 1,795 87 0.05% — 577 +1,795 New Q4 2025 Feb 18, 2026
Spire Wealth Management History Reduced 1,815 87 0.0% 0.0% 576 -48 -2.58% Q4 2025 Jan 14, 2026
Asset Dedication, LLC History Reduced 1,812 87 0.01% 0.01% 575 -3 -0.17% Q4 2025 Jan 26, 2026
TORONTO DOMINION BANK History No change 1,790 87 0.0% 0.0% 574 0 0.0% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 1,788 86 0.0% 0.0% 578 0 0.0% Q4 2025 Feb 12, 2026
Bank & Trust Co History No change 1,644 79 0.06% 0.06% 579 0 0.0% Q4 2025 Jan 13, 2026
Capital Analysts, LLC History No change 1,394 67 0.0% 0.0% 580 0 0.0% Q4 2025 Feb 11, 2026
Truvestments Capital LLC History No change 1,402 67 0.01% 0.01% 581 0 0.0% Q4 2025 Feb 13, 2026
Costello Asset Management, INC History No change 1,400 67 0.02% 0.02% 582 0 0.0% Q4 2025 Feb 03, 2026
WealthCollab, LLC History Reduced 1,327 64 0.03% 0.03% 583 -211 -13.72% Q4 2025 Jan 27, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 1,300 62 0.01% 0.01% 584 0 0.0% Q4 2025 Jan 12, 2026
LRI Investments, LLC History No change 1,274 61 0.0% 0.0% 585 0 0.0% Q4 2025 Feb 04, 2026
Manchester Capital Management LLC History Added to 1,243 60 0.01% 0.0% 586 +923 288.44% Q4 2025 Feb 11, 2026
TSFG, LLC History Reduced 1,207 58 0.01% 0.01% 587 -200 -14.21% Q4 2025 Feb 04, 2026
Addison Advisors LLC History Added to 1,173 56 0.01% 0.01% 588 +82 7.52% Q4 2025 Feb 06, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1,037 50 0.0% 0.0% 589 -25 -2.35% Q4 2025 Feb 09, 2026
Meramec Financial Planners, LLC History New 1,025 49 0.02% — 590 +1,025 New Q4 2025 Feb 10, 2026
WEBSTER BANK, N. A. History No change 1,000 48 0.0% 0.0% 591 0 0.0% Q4 2025 Jan 23, 2026
GW&K Investment Management, LLC History No change 966 47 0.0% 0.0% 592 0 0.0% Q4 2025 Feb 11, 2026
BAYBAN History New 968 46 0.04% — 593 +968 New Q4 2025 Mar 05, 2026
Trust Co History New 891 43 0.0% — 594 +891 New Q4 2025 Jan 15, 2026
Root Financial Partners, LLC History Reduced 902 43 0.0% 0.0% 595 -555 -38.09% Q4 2025 Feb 10, 2026
Prestige Wealth Management Group LLC History No change 850 41 0.01% 0.01% 596 0 0.0% Q4 2025 Feb 11, 2026
Ransom Advisory, Ltd History Reduced 825 39 0.02% 0.02% 598 -300 -26.67% Q4 2025 Jan 06, 2026
Larson Financial Group LLC History Added to 810 39 0.0% 0.0% 597 +266 48.9% Q4 2025 Feb 06, 2026
Daiwa Securities Group Inc. History Reduced 783 38 0.0% 0.0% 599 -60 -7.12% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Added to 780 37 0.0% 0.0% 600 +77 10.95% Q4 2025 Feb 13, 2026
CDKV HOLDINGS LLC History New 750 36 0.03% — 603 +750 New Q4 2025 Feb 17, 2026
TCTC Holdings, LLC History No change 750 36 0.0% 0.0% 601 0 0.0% Q4 2025 Feb 12, 2026
Brentview Investment Management LLC History No change 763 36 0.02% 0.02% 602 0 0.0% Q4 2025 Feb 10, 2026
Purpose Unlimited Inc. History New 738 35 0.0% — 605 +738 New Q4 2025 Mar 20, 2026
MTM Investment Management, LLC History No change 740 35 0.01% 0.01% 604 0 0.0% Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History Added to 708 34 0.0% 0.0% 606 +15 2.16% Q4 2025 Jan 27, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 696 33 0.01% 0.0% 607 +588 544.44% Q4 2025 Feb 09, 2026
Westside Investment Management, Inc. History No change 676 32 0.01% 0.01% 608 0 0.0% Q4 2025 Jan 23, 2026
Global Trust Asset Management, LLC History Reduced 645 31 0.01% 0.02% 610 -235 -26.7% Q4 2025 Jan 20, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 650 31 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 09, 2026
Salomon & Ludwin, LLC History Reduced 622 29 0.0% 0.0% 612 -146 -19.01% Q4 2025 Jan 28, 2026
Measured Wealth Private Client Group, LLC History No change 610 29 0.01% 0.01% 611 0 0.0% Q4 2025 Feb 10, 2026
Wealth Preservation Advisors, LLC History No change 600 29 0.01% 0.02% 613 0 0.0% Q4 2025 Feb 23, 2026
Independence Bank of Kentucky History Added to 593 28 0.0% 0.0% 616 +76 14.7% Q4 2025 Jan 20, 2026
FINANCIAL CONSULATE, INC History Added to 598 28 0.0% 0.0% 614 +42 7.55% Q4 2025 Jan 22, 2026
Frazier Financial Advisors, LLC History Added to 578 28 0.02% 0.02% 617 +27 4.9% Q4 2025 Feb 09, 2026
Pinnacle Bancorp, Inc. History No change 598 28 0.01% 0.01% 615 0 0.0% Q4 2025 Jan 22, 2026
Estabrook Capital Management History Reduced 562 27 0.0% 0.0% 618 -14 -2.43% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History No change 571 27 0.0% 0.0% 619 0 0.0% Q4 2025 Jan 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 540 26 0.0% 0.0% 620 0 0.0% Q4 2025 Jan 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 516 25 0.0% — 621 +516 New Q4 2025 Jan 21, 2026
McMillan Office, Inc. History New 500 24 0.0% — 625 +500 New Q4 2025 Feb 12, 2026
Pingora Partners LLC History Reduced 515 24 0.01% 0.03% 623 -385 -42.78% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History Reduced 510 24 0.0% 0.0% 622 -16 -3.04% Q4 2025 Feb 12, 2026
Provenance Wealth Advisors, LLC History No change 505 24 0.0% 0.0% 624 0 0.0% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 481 23 0.0% 0.0% 627 -785 -62.01% Q4 2025 Feb 17, 2026
Richard W. Paul & Associates, LLC History Reduced 485 23 0.01% 0.01% 628 -3 -0.61% Q4 2025 Feb 12, 2026
Atlantic Union Bankshares Corp History No change 495 23 0.0% 0.0% 626 0 0.0% Q4 2025 Feb 04, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 464 22 0.0% 0.0% 630 -185 -28.51% Q4 2025 Jan 23, 2026
Sunbelt Securities, Inc. History No change 455 22 0.0% 0.0% 629 0 0.0% Q4 2025 Feb 20, 2026
Hamrick Investment Counsel, llc History New 450 21 0.02% — 632 +450 New Q4 2025 Mar 31, 2026
Financial Management Professionals, Inc. History Added to 437 21 0.0% 0.0% 631 +105 31.63% Q4 2025 Jan 27, 2026
Ancora Advisors LLC History New 422 20 0.0% — 633 +422 New Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History No change 418 20 0.0% 0.0% 634 0 0.0% Q4 2025 Jan 29, 2026
Aventura Private Wealth, LLC History Reduced 395 19 0.01% 0.01% 637 -59 -13.0% Q4 2025 Jan 07, 2026
MONTAG A & ASSOCIATES INC History Reduced 405 19 0.0% 0.0% 635 -29 -6.68% Q4 2025 Feb 02, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 400 19 0.0% 0.0% 636 0 0.0% Q4 2025 Feb 17, 2026
COUNTRY TRUST BANK History No change 373 18 0.0% 0.0% 638 0 0.0% Q4 2025 Jan 21, 2026
Sarver Vrooman Wealth Advisors History New 362 17 0.01% — 640 +362 New Q4 2025 Feb 10, 2026
Bogart Wealth, LLC History Reduced 356 17 0.0% 0.0% 639 -20 -5.32% Q4 2025 Jan 30, 2026
Leonteq Securities AG History Reduced 310 15 0.0% 0.0% 642 -328 -51.41% Q4 2025 Feb 06, 2026
Cornerstone Financial Management LLC History New 324 15 0.01% — 644 +324 New Q4 2025 Feb 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 320 15 0.0% 0.0% 641 0 0.0% Q4 2025 Feb 04, 2026
JFS WEALTH ADVISORS, LLC History No change 319 15 0.0% 0.0% 643 0 0.0% Q4 2025 Jan 14, 2026
YANKCOM Partnership History Added to 301 14 0.01% 0.0% 648 +177 142.74% Q4 2025 Jan 20, 2026
EASTERN BANK History No change 300 14 0.0% 0.0% 645 0 0.0% Q4 2025 Jan 14, 2026
Nalls Sherbakoff Group, LLC History No change 300 14 0.01% 0.01% 646 0 0.0% Q4 2025 Mar 12, 2026
DiNuzzo Private Wealth, Inc. History No change 299 14 0.0% 0.0% 647 0 0.0% Q4 2025 Jan 16, 2026
Evelyn Partners Investment Management Services Ltd History No change 298 14 0.0% 0.0% 649 0 0.0% Q4 2025 Feb 13, 2026
REDMONT WEALTH ADVISORS LLC History No change 271 13 0.02% 0.02% 650 0 0.0% Q4 2025 Feb 06, 2026
CX Institutional History Added to 249 12 0.0% 0.0% 652 +218 703.23% Q4 2025 Feb 02, 2026
Investors Research Corp History No change 268 12 0.0% 0.0% 651 0 0.0% Q4 2025 Jan 06, 2026
Keating Financial Advisory Services, Inc. History New 247 11 0.0% — 656 +247 New Q4 2025 Feb 09, 2026
SJS Investment Consulting Inc. History New 235 11 0.0% — 653 +235 New Q4 2025 Jan 21, 2026
True Wealth Design, LLC History Reduced 239 11 0.0% 0.0% 654 -64 -21.12% Q4 2025 Jan 08, 2026
WPG Advisers, LLC History Reduced 242 11 0.01% 0.01% 655 -14 -5.47% Q4 2025 Jan 28, 2026
Acumen Wealth Advisors, LLC History New 216 10 0.0% — 659 +216 New Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 212 10 0.0% — 660 +212 New Q4 2025 Feb 05, 2026
Physician Wealth Advisors, Inc. History Added to 210 10 0.0% 0.0% 657 +28 15.38% Q4 2025 Jan 29, 2026
Bell Investment Advisors, Inc History Added to 221 10 0.0% 0.0% 658 +18 8.87% Q4 2025 Feb 24, 2026
Bank of New Hampshire History New 200 9 0.0% — 665 +200 New Q4 2025 Mar 16, 2026
Cornerstone Planning Group LLC History Reduced 213 9 0.0% 0.02% 664 -160 -42.9% Q4 2025 Feb 02, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 200 9 0.0% 0.0% 661 0 0.0% Q4 2025 Feb 13, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 200 9 0.0% 0.0% 662 0 0.0% Q4 2025 Jan 26, 2026
Towne Trust Company, N.A History No change 200 9 0.0% 0.0% 663 0 0.0% Q4 2025 Jan 26, 2026
Signature Equity Partners, LLC History New 172 8 0.0% — 668 +172 New Q4 2025 Feb 17, 2026
ABOUND FINANCIAL, LLC History New 168 8 0.0% — 667 +168 New Q4 2025 Feb 17, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 175 8 0.0% 0.0% 666 0 0.0% Q4 2025 Jan 20, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 164 7 0.0% 0.12% 669 -195,839 -99.92% Q4 2025 Feb 03, 2026
Key FInancial Inc History Reduced 149 7 0.0% 0.0% 671 -212 -58.73% Q4 2025 Feb 09, 2026
Financial Network Wealth Advisors LLC History Added to 145 7 0.01% 0.0% 673 +102 237.21% Q4 2025 Feb 13, 2026
Retirement Wealth Solutions LLC History Added to 161 7 0.0% 0.0% 676 +72 80.9% Q4 2025 Jan 07, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 159 7 0.0% 0.0% 675 +59 59.0% Q4 2025 Jan 15, 2026
TD Capital Management LLC History No change 159 7 0.0% 0.0% 670 0 0.0% Q4 2025 Feb 26, 2026
Atlantic Edge Private Wealth Management, LLC History No change 149 7 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 27, 2026
Wealth Watch Advisors, INC History No change 147 7 0.0% 0.0% 674 0 0.0% Q4 2025 Feb 17, 2026
Benson Wealth Management INC History New 138 6 0.01% — 682 +138 New Q4 2025 Feb 12, 2026
SHP Wealth Management History New 129 6 0.0% — 677 +129 New Q4 2025 Mar 04, 2026
Basepoint Wealth LLC History New 126 6 0.0% — 680 +126 New Q4 2025 Feb 10, 2026
Concord Wealth Partners History No change 141 6 0.0% 0.0% 678 0 0.0% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History No change 136 6 0.0% 0.0% 679 0 0.0% Q4 2025 Jan 13, 2026
KERR FINANCIAL PLANNING Corp History No change 141 6 0.01% 0.01% 681 0 0.0% Q4 2025 Feb 10, 2026
Smithfield Trust Co History New 103 5 0.0% — 684 +103 New Q4 2025 Feb 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 108 5 0.0% 0.0% 685 +37 52.11% Q4 2025 Jan 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 119 5 0.0% 0.0% 683 +12 11.21% Q4 2025 Feb 06, 2026
ORG Partners LLC History No change 104 5 0.0% 0.0% 686 0 0.0% Q4 2025 Jan 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 110 5 0.0% 0.01% 687 0 0.0% Q4 2025 Feb 10, 2026
Pflug Koory, LLC History Reduced 100 4 0.0% 0.02% 695 -775 -88.57% Q4 2025 Jan 20, 2026
Imprint Wealth LLC History Reduced 94 4 0.02% 0.03% 700 -103 -52.28% Q4 2025 Feb 17, 2026
Reflection Asset Management History New 96 4 0.0% — 708 +96 New Q4 2025 Mar 02, 2026
Triumph Capital Management History New 94 4 0.0% — 693 +94 New Q4 2025 Feb 12, 2026
Luken Investment Analytics, LLC History New 93 4 0.0% — 692 +93 New Q4 2025 Feb 03, 2026
Nemes Rush Group LLC History New 89 4 0.0% — 701 +89 New Q4 2025 Feb 11, 2026
N.E.W. Advisory Services LLC History New 88 4 0.0% — 697 +88 New Q4 2025 Jan 28, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 88 4 0.0% — 703 +88 New Q4 2025 Jan 28, 2026
TUCKER ASSET MANAGEMENT LLC History New 87 4 0.0% — 698 +87 New Q4 2025 Feb 05, 2026
STEPH & CO History New 86 4 0.0% — 688 +86 New Q4 2025 Jan 23, 2026
IMA Advisory Services, Inc. History New 85 4 0.0% — 690 +85 New Q4 2025 Feb 11, 2026
Kilter Group LLC History Added to 93 4 0.0% — 706 +76 447.06% Q4 2025 Feb 13, 2026
MCF Advisors LLC History Added to 101 4 0.0% 0.0% 691 +25 32.89% Q4 2025 Feb 11, 2026
Principia Wealth Advisory, LLC History Reduced 100 4 0.0% 0.0% 704 -3 -2.91% Q4 2025 Feb 10, 2026
TOMPKINS FINANCIAL CORP History No change 99 4 0.0% 0.0% 689 0 0.0% Q4 2025 Jan 08, 2026
Vermillion Wealth Management, Inc. History No change 96 4 0.0% 0.0% 694 0 0.0% Q4 2025 Feb 11, 2026
Kozak & Associates, Inc. History No change 92 4 0.0% 0.0% 696 0 0.0% Q4 2025 Jan 12, 2026
Newbridge Financial Services Group, Inc. History No change 86 4 0.0% 0.0% 699 0 0.0% Q4 2025 Jan 21, 2026
Financial Perspectives, Inc History No change 100 4 0.0% 0.0% 702 0 0.0% Q4 2025 Jan 28, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 83 4 0.0% 0.0% 705 0 0.0% Q4 2025 Feb 17, 2026
Harbor Asset Planning, Inc. History No change 86 4 0.0% 0.0% 707 0 0.0% Q4 2025 Jan 26, 2026
AMERICAN NATIONAL BANK & TRUST History New 80 3 0.0% — 709 +80 New Q4 2025 Jan 20, 2026
HFM Investment Advisors, LLC History New 77 3 0.0% — 715 +77 New Q4 2025 Feb 05, 2026
DecisionPoint Financial, LLC History Added to 81 3 0.0% 0.0% 712 +59 268.18% Q4 2025 Jan 29, 2026
1 NORTH WEALTH SERVICES LLC History No change 80 3 0.0% 0.0% 710 0 0.0% Q4 2025 Feb 13, 2026
HOEY INVESTMENTS, INC History No change 72 3 0.0% 0.0% 711 0 0.0% Q4 2025 Jan 28, 2026
Glen Eagle Advisors, LLC History No change 79 3 0.0% 0.0% 713 0 0.0% Q4 2025 Feb 13, 2026
Millstone Evans Group, LLC History No change 82 3 0.0% 0.0% 714 0 0.0% Q4 2025 Feb 02, 2026
Strive Financial Group ,LLC History New 48 2 0.0% — 722 +48 New Q4 2025 Feb 18, 2026
North Star Investment Management Corp. History Added to 56 2 0.0% 0.0% 717 +10 21.74% Q4 2025 Jan 30, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 50 2 0.0% 0.0% 716 0 0.0% Q4 2025 Jan 30, 2026
Western Pacific Wealth Management, LP History No change 50 2 0.0% 0.0% 718 0 0.0% Q4 2025 Feb 04, 2026
Morton Brown Family Wealth, LLC History No change 49 2 0.0% 0.0% 719 0 0.0% Q4 2025 Jan 28, 2026
Quent Capital, LLC History No change 59 2 0.0% 0.0% 720 0 0.0% Q4 2025 Jan 29, 2026
Nova Wealth Management, Inc. History No change 45 2 0.0% 0.0% 721 0 0.0% Q4 2025 Jan 14, 2026
Johnson Financial Group, Inc. History Reduced 40 1 0.0% 0.0% 725 -2,757 -98.57% Q4 2025 Feb 12, 2026
Stephens Consulting, LLC History New 38 1 0.0% — 733 +38 New Q4 2025 Jan 13, 2026
Global Wealth Strategies & Associates History New 36 1 0.0% — 731 +36 New Q4 2025 Jan 02, 2026
Whipplewood Advisors, LLC History New 36 1 0.0% — 737 +36 New Q4 2025 Feb 17, 2026
Godfrey Financial Associates, Inc. History New 33 1 0.0% — 739 +33 New Q4 2025 Feb 10, 2026
Advocate Investing Services LLC History New 30 1 0.0% — 740 +30 New Q4 2025 Feb 12, 2026
Quest 10 Wealth Builders, Inc. History Reduced 25 1 0.0% 0.0% 736 -26 -50.98% Q4 2025 Jan 29, 2026
First Command Advisory Services, Inc. History New 23 1 0.0% — 728 +23 New Q4 2025 Feb 11, 2026
Horizon Investments, LLC History New 21 1 0.0% — 726 +21 New Q4 2025 Feb 02, 2026
MV CAPITAL MANAGEMENT, INC. History New 21 1 0.0% — 727 +21 New Q4 2025 Feb 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 24 1 0.0% 0.0% 723 0 0.0% Q4 2025 Jan 23, 2026
Coastline Trust Co History No change 30 1 0.0% 0.0% 724 0 0.0% Q4 2025 Jan 05, 2026
Crewe Advisors LLC History No change 34 1 0.0% 0.0% 729 0 0.0% Q4 2025 Jan 16, 2026
Princeton Global Asset Management LLC History No change 26 1 0.0% 0.0% 730 0 0.0% Q4 2025 Jan 20, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 23 1 0.0% 0.0% 732 0 0.0% Q4 2025 Jan 08, 2026
Gold Investment Management Ltd. History No change 30 1 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 28, 2026
Westfuller Advisors, LLC History No change 22 1 0.0% 0.0% 735 0 0.0% Q4 2025 Jan 21, 2026
Navigoe, LLC History No change 28 1 0.0% 0.0% 738 0 0.0% Q4 2025 Feb 03, 2026
Alyeska Investment Group, L.P. History Closed out 0 0 — 0.17% — -1,164,267 -100.0% Q3 2025 Nov 17, 2025
Callodine Capital Management, LP History Closed out 0 0 — 2.89% — -698,046 -100.0% Q3 2025 Nov 13, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.03% — -484,036 -100.0% Q3 2025 Nov 14, 2025
TD ASSET MANAGEMENT INC History Closed out 0 0 — 0.01% — -337,539 -100.0% Q3 2025 Nov 10, 2025
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.18% — -192,320 -100.0% Q3 2025 Nov 14, 2025
TANG CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.18% — -100,000 -100.0% Q3 2025 Nov 14, 2025
J. Goldman & Co LP History Closed out 0 0 — 0.12% — -100,000 -100.0% Q3 2025 Nov 14, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.94% — -96,355 -100.0% Q3 2025 Nov 13, 2025
Aquatic Capital Management LLC History Closed out 0 0 — 0.06% — -73,948 -100.0% Q3 2025 Nov 14, 2025
Lighthouse Investment Partners, LLC History Closed out 0 0 — 0.09% — -63,000 -100.0% Q3 2025 Nov 14, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.59% — -52,878 -100.0% Q3 2025 Nov 14, 2025
SUPERSTRING CAPITAL MANAGEMENT LP History Closed out 0 0 — 2.34% — -50,407 -100.0% Q3 2025 Nov 14, 2025
GREENUP STREET WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.32% — -43,562 -100.0% Q3 2025 Oct 16, 2025
Patriot Financial Group Insurance Agency, LLC History Closed out 0 0 — 0.19% — -31,678 -100.0% Q3 2025 Oct 08, 2025
Clal Insurance Enterprises Holdings Ltd History Closed out 0 0 — 0.01% — -23,000 -100.0% Q3 2025 Nov 12, 2025
Burford Brothers, Inc. History Closed out 0 0 — 0.37% — -18,203 -100.0% Q3 2025 Oct 23, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -15,239 -100.0% Q3 2025 Nov 10, 2025
AR ASSET MANAGEMENT INC History Closed out 0 0 — 0.14% — -14,000 -100.0% Q3 2025 Nov 12, 2025
Centiva Capital, LP History Closed out 0 0 — 0.01% — -12,537 -100.0% Q3 2025 Nov 14, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 — 0.0% — -11,340 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 — 0.0% — -8,690 -100.0% Q3 2025 Nov 13, 2025
Amundi History Closed out 0 0 — 0.0% — -6,957 -100.0% Q3 2025 Nov 14, 2025
FIDUCIARY TRUST CO History Closed out 0 0 — 0.0% — -6,531 -100.0% Q3 2025 Nov 14, 2025
Phillips Wealth Planners LLC History Closed out 0 0 — 0.26% — -6,339 -100.0% Q3 2025 Nov 07, 2025
Bridgefront Capital, LLC History Closed out 0 0 — 0.09% — -6,210 -100.0% Q3 2025 Nov 14, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 — 0.04% — -6,143 -100.0% Q3 2025 Nov 10, 2025
Carnegie Investment Counsel History Closed out 0 0 — 0.0% — -5,616 -100.0% Q3 2025 Oct 16, 2025
Fiduciary Alliance LLC History Closed out 0 0 — 0.02% — -5,409 -100.0% Q3 2025 Oct 08, 2025
FDx Advisors, Inc. History Closed out 0 0 — 0.08% — -5,343 -100.0% Q3 2025 Nov 04, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -5,182 -100.0% Q3 2025 Oct 14, 2025
Summit Trail Advisors, LLC History Closed out 0 0 — 0.0% — -4,933 -100.0% Q3 2025 Nov 14, 2025
FORTRESS PRIVATE LEDGER, LLC History Closed out 0 0 — 0.08% — -4,879 -100.0% Q3 2025 Nov 12, 2025
Koss-Olinger Consulting, LLC History Closed out 0 0 — 0.02% — -4,767 -100.0% Q3 2025 Oct 20, 2025
Procyon Advisors, LLC History Closed out 0 0 — 0.01% — -4,535 -100.0% Q3 2025 Oct 28, 2025
HOLDERNESS INVESTMENTS CO History Closed out 0 0 — 0.04% — -4,529 -100.0% Q3 2025 Nov 12, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -3,234 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -1,242 -100.0% Q3 2025 Oct 21, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -646 -100.0% Q3 2025 Nov 17, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.01% — -544 -100.0% Q3 2025 Jan 12, 2026
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -500 -100.0% Q3 2025 Oct 23, 2025
PERRITT CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.01% — -500 -100.0% Q3 2025 Nov 17, 2025
Fairscale Capital, LLC History Closed out 0 0 — 0.01% — -400 -100.0% Q3 2025 Nov 06, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -362 -100.0% Q3 2025 Oct 07, 2025
PROFFITT & GOODSON INC History Closed out 0 0 — 0.0% — -338 -100.0% Q3 2025 Oct 21, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -250 -100.0% Q3 2025 Nov 06, 2025
Cherry Tree Wealth Management, LLC History Closed out 0 0 — 0.0% — -242 -100.0% Q3 2025 Nov 24, 2025
Bear Mountain Capital, Inc. History Closed out 0 0 — 0.0% — -222 -100.0% Q3 2025 Nov 12, 2025
Saranac Partners Ltd History Closed out 0 0 — 0.0% — -204 -100.0% Q3 2025 Dec 05, 2025
Union Bancaire Privee, UBP SA History Closed out 0 0 — 0.0% — -190 -100.0% Q3 2025 Oct 07, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.0% — -163 -100.0% Q3 2025 Oct 21, 2025
North Capital, Inc. History Closed out 0 0 — 0.0% — -107 -100.0% Q3 2025 Oct 09, 2025
Centerpoint Advisors, LLC History Closed out 0 0 — 0.0% — -94 -100.0% Q3 2025 Nov 06, 2025
Fortitude Family Office, LLC History Closed out 0 0 — 0.0% — -85 -100.0% Q3 2025 Oct 17, 2025
SouthState Bank Corp History Closed out 0 0 — 0.0% — -81 -100.0% Q3 2025 Nov 05, 2025
Comprehensive Financial Planning, Inc./PA History Closed out 0 0 — 0.0% — -70 -100.0% Q3 2025 Nov 12, 2025
GHP Investment Advisors, Inc. History Closed out 0 0 — 0.0% — -68 -100.0% Q3 2025 Oct 31, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -66 -100.0% Q3 2025 Nov 03, 2025
Hanson & Doremus Investment Management History Closed out 0 0 — 0.0% — -65 -100.0% Q3 2025 Oct 15, 2025
Golden State Wealth Management, LLC History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2025 Nov 03, 2025
ESL Trust Services, LLC History Closed out 0 0 — 0.0% — -33 -100.0% Q3 2025 Nov 04, 2025