SEMPRA - SRE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 76,734,070 6,774,907 0.1% 0.1% 1 +1,008,476 1.33% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 57,483,639 5,075,230 0.09% 0.1% 2 -3,360,318 -5.52% Q4 2025 Feb 12, 2026
Capital International Investors History Reduced 51,777,703 4,572,074 0.72% 0.79% 3 -2,293,503 -4.24% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 46,643,525 4,118,156 0.72% 0.79% 4 -3,762,238 -7.46% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 36,810,449 3,273,460 0.11% 0.11% 5 +1,824,280 5.21% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 22,330,091 1,971,524 0.12% 0.1% 6 +3,250,783 17.04% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 18,244,907 1,610,842 0.08% 0.09% 7 -811,396 -4.26% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 14,298,845 1,256,591 0.08% 0.08% 8 +116,554 0.82% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Added to 12,163,523 1,073,917 0.07% 0.06% 9 +1,735,516 16.64% Q4 2025 Feb 11, 2026
Newport Trust Company, LLC History Reduced 11,715,950 1,034,401 2.48% 2.5% 10 -491,932 -4.03% Q4 2025 Feb 06, 2026
NORGES BANK History New 10,362,712 914,923 0.1% — 11 +10,362,712 New Q4 2025 Feb 10, 2026
Invesco Ltd. History Reduced 10,291,079 908,599 0.14% 0.15% 12 -128,036 -1.23% Q4 2025 Feb 19, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 9,588,316 846,554 0.09% 0.1% 13 -559,140 -5.51% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 9,162,075 808,919 0.26% 0.28% 14 -236,477 -2.52% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Reduced 9,033,089 797,531 0.2% 0.21% 15 -430,858 -4.55% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 8,943,193 789,594 0.06% 0.06% 16 -1,156,529 -11.45% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 6,609,087 583,516 0.07% 0.08% 17 -130,332 -1.93% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 6,250,068 551,818 0.12% 0.13% 18 -53,882 -0.85% Q4 2025 Feb 09, 2026
Clearbridge Investments, LLC History Reduced 6,026,893 532,114 0.43% 0.74% 19 -4,899,707 -44.84% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 5,083,104 448,787 0.09% 0.1% 20 -89,500 -1.73% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 5,058,750 446,637 0.08% 0.08% 21 -100,457 -1.95% Q4 2025 Feb 10, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 4,497,956 397,124 0.13% 0.13% 22 -137,898 -2.97% Q4 2025 Jan 22, 2026
GOLDMAN SACHS GROUP INC History Reduced 4,489,878 396,411 0.05% 0.06% 23 -708,135 -13.62% Q4 2025 Mar 25, 2026
Pictet Asset Management Holding SA History Reduced 4,250,729 375,297 0.36% 0.39% 24 -245,620 -5.46% Q4 2025 Jan 29, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 4,073,660 359,663 0.06% 0.06% 25 +65,595 1.64% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 3,695,758 326,298 0.09% 0.07% 26 +611,946 19.84% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 3,579,984 316,080 0.47% 0.5% 27 +85,832 2.46% Q4 2025 Feb 17, 2026
BAHL & GAYNOR INC History Reduced 3,454,022 304,955 1.54% 1.56% 28 -45,772 -1.31% Q4 2025 Feb 12, 2026
COHEN & STEERS, INC. History Reduced 3,258,074 287,655 0.52% 0.55% 29 -145,027 -4.26% Q4 2025 Feb 13, 2026
Perpetual Ltd History Reduced 3,208,880 283,312 4.1% 3.61% 30 -26,227 -0.81% Q4 2025 Jan 20, 2026
UBS Group AG History Reduced 3,038,078 268,231 0.04% 0.05% 31 -788,142 -20.6% Q4 2025 Jan 29, 2026
National Pension Service History Added to 2,826,999 249,595 0.18% 0.06% 32 +2,010,853 246.38% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 2,497,550 220,508 0.09% 0.15% 33 -1,332,852 -34.8% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 2,483,473 219,294 0.11% 0.11% 34 +234,894 10.45% Q4 2025 Mar 20, 2026
Neuberger Berman Group LLC History Reduced 2,458,785 217,141 0.16% 0.16% 35 -29,370 -1.18% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 2,303,372 203,364 0.48% 0.54% 36 -411,504 -15.16% Q4 2025 Jan 30, 2026
BESSEMER GROUP INC History Added to 2,218,318 195,855 0.3% 0.26% 37 +319,643 16.84% Q4 2025 Feb 05, 2026
Magellan Asset Management Ltd History Reduced 2,166,850 191,311 2.33% 2.39% 38 -71,466 -3.19% Q4 2025 Feb 11, 2026
JENNISON ASSOCIATES LLC History Reduced 2,156,356 190,384 0.11% 0.12% 39 -40,488 -1.84% Q4 2025 Jan 30, 2026
REAVES W H & CO INC History Added to 2,140,395 188,975 3.31% 2.56% 40 +544,567 34.12% Q4 2025 Feb 10, 2026
DekaBank Deutsche Girozentrale History No change 2,332,884 184,764 0.32% 0.35% 41 0 0.0% Q4 2025 Jan 28, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 2,086,655 184,230 0.28% — 42 +2,086,655 New Q4 2025 Feb 17, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 2,086,619 184,227 2.09% 2.19% 43 -56,586 -2.64% Q4 2025 Jan 26, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,044,275 180,502 0.04% 0.04% 44 +15,640 0.77% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 1,936,038 170,961 0.19% 0.18% 45 +140,715 7.84% Q4 2025 Feb 17, 2026
BROOKFIELD Corp /ON/ History Added to 1,923,524 169,827 0.21% 0.18% 46 +170,614 9.73% Q4 2025 Feb 13, 2026
Swiss National Bank History Reduced 1,788,000 157,862 0.09% 0.1% 47 -92,000 -4.89% Q4 2025 Feb 12, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 1,754,370 154,893 0.23% 0.23% 48 +111,000 6.75% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,728,939 152,648 0.03% 0.03% 49 -42,097 -2.38% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,688,284 149,058 0.08% 0.08% 50 -120,005 -6.64% Q4 2025 Feb 02, 2026
Amundi History Added to 1,665,109 147,012 0.04% 0.03% 51 +681,474 69.28% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,590,698 142,701 0.1% 0.1% 52 +74,749 4.93% Q4 2025 Feb 03, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Added to 1,602,837 141,514 1.8% 1.76% 53 +87,896 5.8% Q4 2025 Feb 17, 2026
ANTIPODES PARTNERS Ltd History Reduced 1,601,585 141,414 2.97% 3.39% 54 -76,366 -4.55% Q4 2025 Feb 05, 2026
Merewether Investment Management, LP History Reduced 1,547,132 136,596 3.14% 4.2% 55 -402,300 -20.64% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 1,494,717 131,968 0.08% 0.08% 56 -48,353 -3.13% Q4 2025 Jan 23, 2026
ROYAL BANK OF CANADA History New 1,443,708 127,465 0.02% — 57 +1,443,708 New Q4 2025 Feb 17, 2026
Zimmer Partners, LP History Added to 1,409,300 124,427 3.28% 1.66% 58 +553,500 64.68% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 1,368,086 120,788 0.07% 0.07% 59 +14,532 1.07% Q4 2025 Feb 12, 2026
Energy Income Partners, LLC History Added to 1,322,776 116,787 2.12% 1.4% 60 +518,256 64.42% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 1,284,970 113,449 0.12% 0.13% 61 -33,948 -2.57% Q4 2025 Feb 06, 2026
RHUMBLINE ADVISERS History Reduced 1,244,293 109,858 0.09% 0.09% 62 -38,742 -3.02% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,243,184 109,750 0.03% 0.04% 63 -187,636 -13.11% Q4 2025 Feb 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 1,226,182 108,259 0.55% 0.56% 64 -4,865 -0.4% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,189,959 105,113 0.02% 0.03% 65 -134,056 -10.12% Q4 2025 Feb 17, 2026
Empower Advisory Group, LLC History Added to 1,184,185 104,551 0.28% 0.29% 66 +7,968 0.68% Q4 2025 Feb 12, 2026
AVIVA PLC History Added to 1,085,486 95,836 0.16% 0.17% 67 +42,269 4.05% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 1,074,828 94,896 0.04% 0.07% 68 -253,575 -19.09% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Reduced 1,072,787 94,716 0.02% 0.03% 69 -677,703 -38.72% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Added to 995,015 87,876 0.15% 0.12% 70 +37,918 3.96% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 968,580 85,515 0.03% 0.04% 71 -315,295 -24.56% Q4 2025 Feb 18, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History Reduced 958,278 84,606 1.92% 1.91% 72 -10,960 -1.13% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 941,336 83,220 0.07% — 73 +941,336 New Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 942,154 83,182 0.01% 0.02% 74 -408,245 -30.23% Q4 2025 Feb 17, 2026
Aberdeen Group plc History Added to 928,139 81,945 0.13% 0.13% 75 +381 0.04% Q4 2025 Jan 16, 2026
CITIGROUP INC History Reduced 884,462 78,089 0.03% 0.07% 76 -905,568 -50.59% Q4 2025 Feb 13, 2026
Brandywine Global Investment Management, LLC History New 869,717 76,787 0.51% — 77 +869,717 New Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 842,656 74,398 0.07% 0.08% 78 +2,235 0.27% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 839,635 74,131 0.03% 0.03% 79 -8,676 -1.02% Q4 2025 Feb 12, 2026
Capital International, Inc./CA/ History Added to 814,429 71,905 0.57% 0.58% 80 +4,957 0.61% Q4 2025 Feb 11, 2026
Capital Research Global Investors History No change 800,000 70,632 0.01% 0.01% 81 0 0.0% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 793,397 70,049 0.09% 0.0% 82 +760,254 2293.86% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 773,897 68,327 0.09% 0.09% 83 +400 0.05% Q4 2025 Feb 12, 2026
LPL Financial LLC History Reduced 766,791 67,700 0.02% 0.02% 84 -45,752 -5.63% Q4 2025 Feb 11, 2026
M&G Plc History Reduced 763,217 67,163 0.35% 0.4% 85 -65,034 -7.85% Q4 2025 Feb 12, 2026
Munich Reinsurance Co Stock Corp in Munich History Reduced 731,250 65,147 1.58% 1.74% 86 -38,499 -5.0% Q4 2025 Jan 29, 2026
Ensign Peak Advisors, Inc History Added to 702,614 62,033 0.11% 0.07% 87 +241,021 52.22% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 699,411 61,750 0.01% 0.01% 88 -148,817 -17.54% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 668,258 59,000 0.04% 0.06% 89 -267,522 -28.59% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 654,461 57,782 0.02% 0.03% 90 -297,918 -31.28% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 647,749 57,189 1.18% 1.2% 91 +10,625 1.67% Q4 2025 Feb 17, 2026
RNC CAPITAL MANAGEMENT LLC History Added to 606,175 53,519 2.44% 2.47% 92 +9,563 1.6% Q4 2025 Feb 03, 2026
GROUPAMA ASSET MANAGMENT History Added to 603,131 53,250 0.78% 0.66% 93 +104,242 20.89% Q4 2025 Feb 27, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 586,026 51,740 0.09% 0.09% 94 -9,520 -1.6% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 583,676 51,532 0.06% 0.04% 95 +195,935 50.53% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 574,183 50,694 0.04% 0.03% 96 +143,200 33.23% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 547,942 48,375 0.04% 0.01% 97 +459,824 521.83% Q4 2025 Feb 17, 2026
DANSKE BANK A/S History Added to 547,467 48,335 0.11% 0.11% 98 +43,906 8.72% Q4 2025 Feb 02, 2026
CI INVESTMENTS INC. History Added to 539,599 47,641 0.21% 0.18% 99 +2,979 0.56% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Added to 530,945 46,877 0.07% 0.07% 100 +35,441 7.15% Q4 2025 Feb 10, 2026
AMF Tjanstepension AB History Added to 522,266 46,110 0.29% 0.17% 101 +223,941 75.07% Q4 2025 Feb 06, 2026
Hudson Bay Capital Management LP History Added to 516,442 45,596 0.15% 0.14% 102 +38,917 8.15% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 513,153 45,296 0.28% 0.28% 103 +24,314 4.97% Q4 2025 Jan 27, 2026
Corient Private Wealth LLC History Added to 519,398 45,198 0.06% 0.06% 104 +72,515 16.23% Q4 2025 Mar 09, 2026
Rockefeller Capital Management L.P. History Added to 500,272 44,174 0.08% 0.06% 105 +146,929 41.58% Q4 2025 Mar 16, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 499,471 44,098 0.09% 0.09% 106 -21,121 -4.06% Q4 2025 Jan 30, 2026
TD ASSET MANAGEMENT INC History Reduced 477,148 42,127 0.03% 0.04% 107 -18,885 -3.81% Q4 2025 Feb 10, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 465,072 41,061 0.22% 0.39% 108 -293,255 -38.67% Q4 2025 Feb 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 463,010 40,879 0.09% 0.09% 109 -7,883 -1.67% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 460,113 40,623 0.04% 0.05% 110 -7,298 -1.56% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 449,242 39,670 0.05% 0.04% 111 +288,068 178.73% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Reduced 442,329 39,053 0.17% 0.22% 112 -1,645,788 -78.82% Q4 2025 Feb 13, 2026
CAMBIAR INVESTORS LLC History Reduced 438,255 38,693 1.73% 2.27% 113 -117,285 -21.11% Q4 2025 Jan 23, 2026
DAVIDSON INVESTMENT ADVISORS History Reduced 436,252 38,516 1.6% 1.68% 114 -2,895 -0.66% Q4 2025 Jan 27, 2026
Zurich Insurance Group Ltd/FI History Added to 430,324 37,993 0.26% 0.24% 115 +56,918 15.24% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 429,493 37,919 0.03% 0.03% 116 0 0.0% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 420,310 37,109 0.08% 0.08% 117 +4,594 1.11% Q4 2025 Jan 23, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 414,677 36,611 0.03% 0.0% 118 +387,001 1398.33% Q4 2025 Feb 17, 2026
Partners Group Holding AG History Added to 411,055 36,292 2.45% 1.88% 119 +35,013 9.31% Q4 2025 Feb 06, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Reduced 404,965 36,015 1.72% 1.72% 120 -1,131 -0.28% Q4 2025 Feb 12, 2026
SOROS FUND MANAGEMENT LLC History Added to 396,519 35,008 0.41% 0.24% 121 +206,382 108.54% Q4 2025 Feb 13, 2026
Compagnie Lombard Odier SCmA History Reduced 393,113 34,707 0.38% 0.4% 122 -4,820 -1.21% Q4 2025 Jan 16, 2026
Jefferies Financial Group Inc. History Added to 379,460 33,502 0.17% 0.09% 123 +155,944 69.77% Q4 2025 Feb 09, 2026
Korea Investment CORP History Reduced 377,795 33,355 0.07% 0.08% 124 -41,535 -9.91% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Reduced 367,324 32,678 0.13% 0.18% 125 -131,400 -26.35% Q4 2025 Jan 28, 2026
Swedbank AB History No change 368,080 32,497 0.03% 0.03% 126 0 0.0% Q4 2025 Feb 09, 2026
STIFEL FINANCIAL CORP History Reduced 360,948 31,868 0.03% 0.03% 127 -60,289 -14.31% Q4 2025 Feb 13, 2026
TODD ASSET MANAGEMENT LLC History Reduced 360,795 31,854 0.62% 0.66% 128 -672 -0.19% Q4 2025 Feb 09, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 355,868 31,419 1.51% 1.62% 129 -4,024 -1.12% Q4 2025 Feb 10, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 339,671 30,081 0.05% 0.05% 130 +10,932 3.33% Q4 2025 Jan 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 337,922 29,835 0.07% 0.07% 131 -13,621 -3.87% Q4 2025 Feb 17, 2026
Chevy Chase Trust Holdings, LLC History Reduced 331,215 29,242 0.08% 0.08% 132 -1,772 -0.53% Q4 2025 Feb 13, 2026
APG Asset Management N.V. History Added to 384,842 28,930 0.08% 0.08% 133 +18,442 5.03% Q4 2025 Feb 12, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 321,145 28,353 1.02% 0.97% 134 +15,676 5.13% Q4 2025 Jan 23, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 319,593 28,216 0.06% 0.07% 135 +601 0.19% Q4 2025 Jan 27, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 314,662 27,781 0.02% 0.02% 136 -3,311 -1.04% Q4 2025 Feb 13, 2026
Freestone Grove Partners LP History Reduced 312,313 27,574 0.2% 0.25% 137 -56,909 -15.41% Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 304,813 27,042 0.07% 0.08% 138 -3,755 -1.22% Q4 2025 Feb 05, 2026
Asset Management One Co., Ltd. History Added to 301,916 26,840 0.07% 0.08% 139 +107 0.04% Q4 2025 Jan 27, 2026
Alyeska Investment Group, L.P. History Added to 300,668 26,545 0.07% 0.04% 140 +166,916 124.8% Q4 2025 Feb 13, 2026
Cinctive Capital Management LP History Reduced 292,101 25,789 1.4% 1.26% 141 -788 -0.27% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Added to 290,386 25,638 0.04% 0.02% 142 +148,483 104.64% Q4 2025 Feb 13, 2026
STOCK YARDS BANK & TRUST CO History Added to 289,447 25,555 0.78% 0.81% 143 +3,775 1.32% Q4 2025 Jan 21, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 287,757 25,406 0.19% 0.2% 144 0 0.0% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 275,119 24,290 0.08% 0.08% 145 +2,100 0.77% Q4 2025 Feb 17, 2026
Treasurer of the State of North Carolina History Reduced 273,509 24,148 0.08% 0.08% 146 -19,993 -6.81% Q4 2025 Feb 13, 2026
HENNESSY ADVISORS INC History Reduced 271,580 23,977 0.85% 0.92% 147 -26,200 -8.8% Q4 2025 Jan 27, 2026
CREDIT AGRICOLE S A History Reduced 259,845 22,941 0.05% 0.07% 148 -16,288 -5.9% Q4 2025 Feb 17, 2026
STRS OHIO History Reduced 254,923 22,507 0.08% 0.09% 149 -5,958 -2.28% Q4 2025 Feb 02, 2026
DnB Asset Management AS History Added to 254,830 22,498 0.08% 0.08% 150 +15,303 6.39% Q4 2025 Feb 05, 2026
Mn Services Vermogensbeheer B.V. History Added to 253,110 22,347 0.14% 0.14% 151 +6,610 2.68% Q4 2025 Jan 15, 2026
VAN ECK ASSOCIATES CORP History Added to 249,300 22,011 0.02% 0.02% 152 +14,927 6.37% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 246,629 21,972 0.02% — 153 +246,629 New Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 247,227 21,827 0.03% 0.04% 154 -21,447 -7.98% Q4 2025 Feb 17, 2026
Woodbridge CO LTD History No change 244,000 21,542 0.05% 0.05% 155 0 0.0% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 235,925 20,829 0.05% 0.05% 156 +5,699 2.48% Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Reduced 226,158 20,288 0.03% 0.03% 157 -458 -0.2% Q4 2025 Jan 15, 2026
Cetera Investment Advisers History Reduced 229,634 20,274 0.02% 0.02% 158 -5,397 -2.3% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 227,396 20,077 0.05% 0.06% 159 -51,374 -18.43% Q4 2025 Feb 11, 2026
State of New Jersey Common Pension Fund D History Reduced 222,811 19,671 0.07% 0.08% 160 -5,925 -2.59% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 217,367 19,191 0.01% 0.01% 161 +18,454 9.28% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 212,039 18,721 0.02% 0.01% 162 +167,625 377.41% Q4 2025 Jan 09, 2026
Resona Asset Management Co.,Ltd. History Reduced 205,665 18,180 0.09% 0.09% 163 -8,857 -4.13% Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History Added to 205,645 18,155 0.07% 0.04% 164 +79,686 63.26% Q4 2025 Feb 12, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 204,607 18,064 0.09% 0.09% 165 +1,205 0.59% Q4 2025 Feb 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 204,104 18,020 0.22% 0.22% 166 -19,663 -8.79% Q4 2025 Feb 02, 2026
AMERICAN CENTURY COMPANIES INC History Added to 203,454 17,962 0.01% 0.01% 167 +61,332 43.15% Q4 2025 Feb 13, 2026
BW Gestao de Investimentos Ltda. History New 188,347 16,629 0.38% — 168 +188,347 New Q4 2025 Feb 10, 2026
PINEBRIDGE INVESTMENTS LLC History New 185,814 16,405 0.12% — 169 +185,814 New Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 185,691 16,394 0.03% 0.03% 170 +45,175 32.15% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 184,165 16,259 0.09% 0.09% 171 -6,313 -3.31% Q4 2025 Jan 28, 2026
ProShare Advisors LLC History Added to 183,837 16,230 0.03% 0.03% 172 +16,466 9.84% Q4 2025 Feb 06, 2026
IFM Investors Pty Ltd History Added to 180,756 15,959 0.13% 0.14% 173 +636 0.35% Q4 2025 Feb 12, 2026
Man Group plc History Added to 172,362 15,217 0.03% 0.0% 174 +140,826 446.56% Q4 2025 Feb 17, 2026
Czech National Bank History Added to 172,102 15,194 0.1% 0.1% 175 +6,387 3.85% Q4 2025 Jan 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 170,920 15,090 0.07% 0.09% 176 -30,100 -14.97% Q4 2025 Jan 29, 2026
AE Wealth Management LLC History Added to 168,665 14,891 0.09% 0.0% 177 +162,123 2478.19% Q4 2025 Jan 26, 2026
CIBC Asset Management Inc History Added to 166,465 14,697 0.04% 0.03% 178 +63,226 61.24% Q4 2025 Feb 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 166,262 14,679 0.05% 0.05% 179 +24,335 17.15% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 165,104 14,576 0.08% 0.07% 180 -15,979 -8.82% Q4 2025 Jan 29, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 159,597 14,090 0.43% 0.33% 181 +40,473 33.98% Q4 2025 Jan 27, 2026
MetLife Investment Management, LLC History Reduced 156,462 13,814 0.07% 0.07% 182 -5,431 -3.35% Q4 2025 Feb 12, 2026
Varma Mutual Pension Insurance Co History New 155,500 13,729 0.08% — 183 +155,500 New Q4 2025 Feb 02, 2026
Trexquant Investment LP History New 154,664 13,655 0.12% — 184 +154,664 New Q4 2025 Feb 17, 2026
Capital International Sarl History Reduced 154,467 13,637 0.22% 0.3% 185 -38,978 -20.15% Q4 2025 Feb 11, 2026
Creative Planning History Added to 150,678 13,303 0.01% 0.01% 186 +14,677 10.79% Q4 2025 Feb 17, 2026
Vestcor Inc History Reduced 150,236 13,264 0.38% 0.41% 187 -3,375 -2.2% Q4 2025 Feb 11, 2026
&PARTNERS History Reduced 149,213 13,170 0.07% 0.08% 188 -40,019 -21.15% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 147,905 13,058 0.17% 0.18% 189 +11,818 8.68% Q4 2025 Feb 10, 2026
BCWM, LLC History Added to 147,476 13,020 3.9% 3.94% 190 +1,322 0.9% Q4 2025 Feb 11, 2026
Sagefield Capital LP History Added to 147,452 13,018 1.1% 1.2% 191 +28,578 24.04% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 147,176 12,994 0.29% — 192 +147,176 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 145,879 12,879 0.02% 0.02% 193 -3,881 -2.59% Q4 2025 Jan 30, 2026
Carnegie Investment Counsel History Added to 144,983 12,800 0.24% 0.24% 194 +801 0.56% Q4 2025 Jan 23, 2026
COMERICA BANK History Reduced 143,571 12,675 0.05% 0.06% 195 -19,290 -11.84% Q4 2025 Jan 29, 2026
Verition Fund Management LLC History Reduced 143,461 12,666 0.05% 0.09% 196 -94,337 -39.67% Q4 2025 Feb 13, 2026
FORSTA AP-FONDEN History Reduced 141,300 12,475 0.07% 0.08% 197 -10,400 -6.86% Q4 2025 Feb 10, 2026
Retirement Systems of Alabama History Reduced 138,848 12,258 0.04% 0.04% 198 -335 -0.24% Q4 2025 Jan 15, 2026
Cerity Partners LLC History Added to 135,498 11,962 0.02% 0.02% 199 +5,469 4.21% Q4 2025 Feb 11, 2026
Socorro Asset Management LP History Reduced 133,912 11,823 4.58% 5.03% 200 -21,168 -13.65% Q4 2025 Feb 18, 2026
Eurizon Capital SGR S.p.A. History New 127,985 11,316 0.04% — 201 +127,985 New Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Reduced 129,218 11,243 0.04% 0.05% 202 -41,245 -24.2% Q4 2025 Feb 18, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 124,891 11,102 0.04% 0.04% 203 +1,071 0.86% Q4 2025 Jan 15, 2026
Ethic Inc. History Reduced 124,745 11,013 0.17% 0.19% 204 -419 -0.33% Q4 2025 Feb 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 123,839 10,860 0.01% 0.02% 205 -3,150 -2.48% Q4 2025 Jan 08, 2026
Cresset Asset Management, LLC History Added to 121,563 10,810 0.05% 0.05% 206 +196 0.16% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 122,101 10,784 0.02% 0.02% 207 -35,193 -22.37% Q4 2025 Feb 17, 2026
ALLIANZ SE History No change 121,190 10,699 0.14% 0.23% 208 0 0.0% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 121,042 10,687 0.08% 0.08% 209 -3,779 -3.03% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 119,776 10,575 0.01% 0.01% 210 -10,553 -8.1% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 117,807 10,401 0.01% 0.01% 211 -10,379 -8.1% Q4 2025 Feb 12, 2026
Capital Group Private Client Services, Inc. History Reduced 117,473 10,371 0.17% 0.18% 212 -815 -0.69% Q4 2025 Feb 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 117,369 10,362 0.04% 0.04% 213 +16,710 16.6% Q4 2025 Jan 28, 2026
XPONANCE LLC History Added to 117,265 10,353 0.08% 0.07% 214 +17,316 17.32% Q4 2025 Feb 12, 2026
Capital Innovations LLC History New 116,533 10,288 2.93% — 215 +116,533 New Q4 2025 Feb 10, 2026
Daiwa Securities Group Inc. History Added to 115,965 10,238 0.03% 0.03% 216 +1,800 1.58% Q4 2025 Feb 11, 2026
Stonebridge Capital Advisors LLC History Added to 113,417 10,013 0.69% 0.72% 217 +986 0.88% Q4 2025 Feb 12, 2026
Woodline Partners LP History Added to 111,355 9,831 0.04% 0.04% 218 +25,123 29.13% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 110,614 9,770 0.17% 0.17% 219 +14,421 14.99% Q4 2025 Jan 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 110,400 9,747 0.05% 0.05% 220 +9,806 9.75% Q4 2025 Feb 11, 2026
Utah Retirement Systems History No change 107,772 9,515 0.09% 0.09% 221 0 0.0% Q4 2025 Feb 17, 2026
Aventail Capital Group, LP History Reduced 106,909 9,438 0.54% 1.65% 222 -287,589 -72.9% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 106,650 9,416 0.03% 0.04% 223 -16,923 -13.69% Q4 2025 Feb 13, 2026
USS Investment Management Ltd History No change 105,974 9,354 0.04% 0.04% 224 0 0.0% Q4 2025 Feb 13, 2026
Ilmarinen Mutual Pension Insurance Co History Added to 104,500 9,226 0.07% 0.02% 225 +70,500 207.35% Q4 2025 Feb 10, 2026
AIA Group Ltd History Added to 103,376 9,127 0.14% 0.1% 226 +41,893 68.14% Q4 2025 Feb 09, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 103,192 9,110 0.01% 0.02% 227 -73,424 -41.57% Q4 2025 Feb 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 102,652 9,063 0.03% 0.02% 228 +17,318 20.29% Q4 2025 Jan 26, 2026
ASR Vermogensbeheer N.V. History Reduced 101,133 8,928 0.1% 0.11% 229 -922 -0.9% Q4 2025 Feb 03, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 100,261 8,852 0.07% 0.08% 230 -4,744 -4.52% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History Reduced 99,376 8,836 0.02% 0.02% 231 -1,960 -1.93% Q4 2025 Feb 17, 2026
B. Metzler seel. Sohn & Co. AG History Added to 99,085 8,783 0.08% 0.07% 232 +17,140 20.92% Q4 2025 Jan 28, 2026
Ninety One UK Ltd History Reduced 99,056 8,745 0.02% 0.02% 233 -24,131 -19.59% Q4 2025 Jan 27, 2026
SummitTX Capital, L.P. History Reduced 97,063 8,569 0.26% 0.41% 234 -12,458 -11.37% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History No change 97,026 8,566 0.13% 0.14% 235 0 0.0% Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 96,563 8,525 0.04% — 236 +96,563 New Q4 2025 Feb 04, 2026
NEOS Investment Management LLC History Added to 96,541 8,523 0.05% 0.05% 237 +14,851 18.18% Q4 2025 Feb 17, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 92,784 8,191 0.06% 0.07% 238 +1,927 2.12% Q4 2025 Feb 03, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 92,167 8,137 0.07% 0.08% 239 -3,105 -3.26% Q4 2025 Feb 05, 2026
American Assets Investment Management, LLC History No change 92,000 8,122 0.56% 0.61% 240 0 0.0% Q4 2025 Feb 03, 2026
CIBC WORLD MARKETS CORP History New 90,786 8,015 0.04% — 241 +90,786 New Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Added to 89,734 7,922 0.06% 0.06% 242 +5,246 6.21% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 87,750 7,747 0.01% 0.01% 243 +15,698 21.79% Q4 2025 Feb 02, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 87,373 7,714 0.11% 0.17% 244 -34,184 -28.12% Q4 2025 Feb 09, 2026
CAPITAL INTERNATIONAL LTD /CA/ History Reduced 87,298 7,707 0.27% 0.36% 245 -24,641 -22.01% Q4 2025 Feb 11, 2026
LMR Partners LLP History Added to 86,656 7,650 0.01% 0.01% 246 +64,351 288.5% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Reduced 86,614 7,646 0.08% 0.09% 247 -6,700 -7.18% Q4 2025 Jan 23, 2026
Rakuten Investment Management, Inc. History Added to 85,851 7,633 0.03% 0.01% 248 +52,310 155.96% Q4 2025 Feb 17, 2026
KBC Group NV History Added to 84,760 7,483 0.02% 0.02% 249 +13,812 19.47% Q4 2025 Jan 26, 2026
Candriam S.C.A. History Added to 84,125 7,427 0.04% 0.04% 250 +8,818 11.71% Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 83,879 7,405 0.05% — 251 +83,879 New Q4 2025 Feb 05, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 83,684 7,388 0.03% 0.03% 252 -190 -0.23% Q4 2025 Feb 13, 2026
TCW GROUP INC History Added to 83,462 7,368 0.05% 0.05% 253 +11,449 15.9% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 82,849 7,314 0.01% 0.01% 254 +8,872 11.99% Q4 2025 Feb 11, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 82,547 7,288 0.04% 0.04% 255 +832 1.02% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 82,431 7,277 0.01% 0.09% 256 -869,753 -91.34% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Added to 80,524 7,159 0.01% 0.01% 257 +10,108 14.35% Q4 2025 Feb 18, 2026
JANUS HENDERSON GROUP PLC History Added to 78,888 6,964 0.0% 0.0% 258 +3,532 4.69% Q4 2025 Feb 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 78,749 6,963 0.08% 0.08% 259 -3,859 -4.67% Q4 2025 Jan 21, 2026
NBC SECURITIES, INC. History Added to 78,126 6,898 0.52% 0.25% 260 +41,655 114.21% Q4 2025 Jan 29, 2026
Mariner, LLC History Reduced 77,890 6,874 0.01% 0.01% 261 -15,085 -16.22% Q4 2025 Feb 13, 2026
Metis Global Partners, LLC History Added to 77,552 6,847 0.16% 0.15% 262 +5,034 6.94% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 76,928 6,776 0.01% 0.01% 263 -5,597 -6.78% Q4 2025 Feb 18, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 75,917 6,702 0.01% 0.01% 264 +1,515 2.04% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 74,818 6,605 0.0% 0.0% 265 -80,959 -51.97% Q4 2025 Feb 12, 2026
Generali Asset Management SPA SGR History Reduced 74,738 6,598 0.13% 0.15% 266 -1,596 -2.09% Q4 2025 Feb 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 74,720 6,597 0.08% 0.09% 267 +100 0.13% Q4 2025 Feb 04, 2026
AGF MANAGEMENT LTD History Added to 73,707 6,507 0.03% 0.02% 268 +33,266 82.26% Q4 2025 Feb 17, 2026
LEE DANNER & BASS INC History Added to 73,377 6,478 0.46% 0.42% 269 +8,900 13.8% Q4 2025 Jan 29, 2026
INSPIRE TRUST CO, N.A. History Added to 72,000 6,356 1.04% 1.1% 270 +5,000 7.46% Q4 2025 Feb 10, 2026
Rafferty Asset Management, LLC History Added to 71,875 6,345 0.02% 0.02% 271 +3,185 4.64% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Reduced 71,830 6,341 0.01% 0.01% 272 -184 -0.26% Q4 2025 Feb 10, 2026
Aptus Capital Advisors, LLC History Added to 71,639 6,325 0.05% 0.04% 273 +6,562 10.08% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 70,924 6,261 0.06% 0.06% 274 +5,795 8.9% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 70,070 6,186 0.07% 0.07% 275 -644 -0.91% Q4 2025 Feb 10, 2026
PEAK6 LLC History Reduced 70,000 6,180 0.01% 0.01% 276 -22,835 -24.6% Q4 2025 Mar 12, 2026
Sterling Capital Management LLC History Added to 69,648 6,149 0.1% 0.0% 277 +67,475 3105.15% Q4 2025 Feb 13, 2026
Buck Wealth Strategies, LLC History Added to 69,164 6,106 0.77% 0.83% 278 +2,019 3.01% Q4 2025 Feb 03, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 69,000 6,092 0.18% 0.18% 279 +1,400 2.07% Q4 2025 Feb 02, 2026
Covalis Capital LLP History New 68,308 6,030 0.42% — 280 +68,308 New Q4 2025 Feb 17, 2026
Canada Post Corp Registered Pension Plan History Reduced 67,962 6,000 0.23% 0.3% 281 -7,448 -9.88% Q4 2025 Feb 05, 2026
Elo Mutual Pension Insurance Co History Added to 65,865 5,815 0.09% 0.08% 282 +13,125 24.89% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 65,705 5,801 0.03% 0.0% 283 +57,040 658.28% Q4 2025 Feb 13, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 65,619 5,793 0.28% 0.3% 284 -4,058 -5.82% Q4 2025 Feb 06, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 65,280 5,763 0.78% 0.83% 285 -390 -0.59% Q4 2025 Feb 12, 2026
Fisher Funds Management LTD History No change 64,547 5,692 0.15% 0.15% 286 0 0.0% Q4 2025 Jan 26, 2026
SevenBridge Financial Group, LLC History Added to 65,569 5,684 0.91% 0.93% 287 +4,376 7.15% Q4 2025 Feb 02, 2026
PRUDENTIAL PLC History Added to 64,346 5,681 0.05% 0.01% 288 +53,625 500.19% Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History Reduced 61,097 5,394 0.18% 0.19% 289 -233 -0.38% Q4 2025 Feb 17, 2026
Kepler Cheuvreux (Suisse) SA History No change 58,875 5,198 0.29% 0.28% 290 0 0.0% Q4 2025 Feb 04, 2026
Sequoia Financial Advisors, LLC History Added to 58,147 5,133 0.03% 0.01% 291 +44,066 312.95% Q4 2025 Feb 03, 2026
UniSuper Management Pty Ltd History Reduced 57,842 5,106 0.03% 0.03% 292 -3,500 -5.71% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 57,708 5,099 0.02% — 293 +57,708 New Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Reduced 57,700 5,094 0.04% 0.08% 294 -152,400 -72.54% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Added to 56,711 5,007 0.03% 0.03% 295 +554 0.99% Q4 2025 Feb 09, 2026
COMMERCE BANK History Reduced 56,599 4,997 0.03% 0.03% 296 -1,627 -2.79% Q4 2025 Feb 13, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 56,000 4,944 0.03% — 297 +56,000 New Q4 2025 Feb 17, 2026
Investment Management Corp of Ontario History Added to 55,198 4,873 0.06% 0.05% 298 +18,551 50.62% Q4 2025 Feb 17, 2026
Werlinich Asset Management, LLC History No change 53,800 4,793 2.36% 2.4% 299 0 0.0% Q4 2025 Jan 06, 2026
Erste Asset Management GmbH History Added to 53,886 4,771 0.04% 0.04% 300 +5,452 11.26% Q4 2025 Feb 11, 2026
Oak Grove Capital LLC History Reduced 53,400 4,714 0.56% 0.68% 301 -200 -0.37% Q4 2025 Feb 26, 2026
MEYER HANDELMAN CO History Reduced 52,948 4,674 0.15% 0.15% 302 -1,102 -2.04% Q4 2025 Jan 15, 2026
MUFG Securities EMEA plc History Added to 51,779 4,571 0.05% 0.03% 303 +39,290 314.6% Q4 2025 Feb 10, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 51,163 4,550 0.02% 0.02% 304 -50 -0.1% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Reduced 51,424 4,540 0.11% 0.12% 305 -2,120 -3.96% Q4 2025 Jan 28, 2026
Pacer Advisors, Inc. History Reduced 51,404 4,538 0.01% 0.01% 306 -3,630 -6.6% Q4 2025 Feb 24, 2026
EP Wealth Advisors, LLC History New 51,258 4,525 0.02% — 307 +51,258 New Q4 2025 Feb 18, 2026
MIZUHO SECURITIES USA LLC History Added to 47,524 4,501 0.07% 0.08% 308 +2 0.0% Q4 2025 Feb 09, 2026
Walleye Trading LLC History Reduced 50,200 4,432 0.01% 0.02% 309 -60,100 -54.49% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 49,109 4,333 0.01% 0.0% 310 +49,087 223122.73% Q4 2025 Feb 10, 2026
ALLSTATE CORP History Added to 49,010 4,327 0.06% 0.05% 311 +25,812 111.27% Q4 2025 Feb 09, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Added to 48,783 4,307 1.21% 1.28% 312 +203 0.42% Q4 2025 Jan 23, 2026
Focus Partners Wealth History Added to 48,296 4,269 0.0% 0.0% 313 +18,911 64.36% Q4 2025 Feb 13, 2026
Parcion Private Wealth LLC History Added to 48,300 4,264 0.26% 0.27% 314 +198 0.41% Q4 2025 Jan 26, 2026
CCG WEALTH MANAGEMENT, LLC History Added to 47,954 4,233 1.81% 2.03% 315 +19 0.04% Q4 2025 Jan 21, 2026
Horizon Investments, LLC History Reduced 47,705 4,211 0.05% 0.07% 316 -13,387 -21.91% Q4 2025 Feb 02, 2026
Kingsview Wealth Management, LLC History Added to 47,053 4,154 0.06% 0.06% 317 +38 0.08% Q4 2025 Feb 09, 2026
Pure Financial Advisors, LLC History Added to 46,776 4,129 0.75% 0.05% 318 +10,584 29.24% Q4 2025 Mar 04, 2026
Orion Porfolio Solutions, LLC History Added to 46,674 4,120 0.03% 0.03% 319 +9,577 25.82% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 46,219 4,080 0.01% 0.01% 320 +2,190 4.97% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 45,439 4,011 0.0% 0.0% 321 +907 2.04% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History New 45,108 3,982 0.02% — 322 +45,108 New Q4 2025 Feb 12, 2026
GLENMEDE TRUST CO NA History New 44,911 3,965 0.02% — 323 +44,911 New Q4 2025 Feb 17, 2026
Dockside LLC History New 44,606 3,938 1.01% — 324 +44,606 New Q4 2025 Feb 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 44,150 3,898 0.07% 0.06% 325 0 0.0% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Added to 44,038 3,888 0.01% 0.01% 326 +3,503 8.64% Q4 2025 Feb 05, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 43,300 3,822 0.01% 0.01% 327 -194 -0.45% Q4 2025 Feb 17, 2026
Norinchukin Bank, The History Added to 42,965 3,793 0.04% 0.05% 328 +3,091 7.75% Q4 2025 Feb 17, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 42,941 3,791 0.06% — 329 +42,941 New Q4 2025 Feb 06, 2026
Hilltop Holdings Inc. History Added to 42,456 3,748 0.22% 0.05% 330 +30,959 269.28% Q4 2025 Feb 17, 2026
Kentucky Retirement Systems History No change 40,984 3,618 0.1% 0.1% 331 0 0.0% Q4 2025 Feb 10, 2026
Crossmark Global Holdings, Inc. History Added to 40,961 3,616 0.05% 0.05% 332 +3,304 8.77% Q4 2025 Feb 03, 2026
FIFTH THIRD BANCORP History Added to 40,068 3,537 0.01% 0.01% 333 +522 1.32% Q4 2025 Feb 02, 2026
Prospera Financial Services Inc History Reduced 39,848 3,518 0.06% 0.06% 334 -495 -1.23% Q4 2025 Feb 09, 2026
D.A. DAVIDSON & CO. History Reduced 38,480 3,397 0.02% 0.02% 335 -1,298 -3.26% Q4 2025 Jan 29, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 38,161 3,389 0.0% 0.0% 336 +406 1.08% Q4 2025 Jan 08, 2026
Third View Private Wealth, LLC History New 38,334 3,384 0.46% — 337 +38,334 New Q4 2025 Jan 23, 2026
Vestmark Advisory Solutions, Inc. History Added to 38,207 3,373 0.05% 0.03% 338 +18,657 95.43% Q4 2025 Feb 06, 2026
M&T BANK CORP History Added to 37,817 3,338 0.01% 0.01% 339 +16,688 78.98% Q4 2025 Jan 30, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 37,739 3,331 0.1% 0.1% 340 -462 -1.21% Q4 2025 Feb 04, 2026
Wealthfront Advisers LLC History Added to 37,422 3,303 0.01% 0.01% 341 +2,585 7.42% Q4 2025 Jan 30, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 37,251 3,288 0.12% — 342 +37,251 New Q4 2025 Feb 09, 2026
Atria Investments, Inc History Added to 35,438 3,128 0.04% 0.04% 343 +884 2.56% Q4 2025 Feb 05, 2026
Gulf International Bank (UK) Ltd History Added to 35,009 3,091 0.1% 0.1% 344 +123 0.35% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 34,970 3,087 0.04% 0.04% 345 +1,969 5.97% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History Reduced 34,465 3,042 0.01% 0.01% 346 -2,028 -5.56% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 33,789 3,008 0.06% 0.07% 347 -1,264 -3.61% Q4 2025 Jan 28, 2026
OPPENHEIMER & CO INC History Reduced 33,737 2,978 0.04% 0.04% 348 -1,467 -4.17% Q4 2025 Feb 02, 2026
Louisiana State Employees Retirement System History Reduced 33,300 2,940 0.05% 0.05% 349 -900 -2.63% Q4 2025 Jan 16, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 33,198 2,931 0.01% 0.01% 350 +617 1.89% Q4 2025 Jan 30, 2026
WESTWOOD HOLDINGS GROUP INC History New 32,691 2,886 0.02% — 351 +32,691 New Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Reduced 32,395 2,860 0.09% 0.1% 352 -1,712 -5.02% Q4 2025 Feb 06, 2026
NewEdge Wealth, LLC History Added to 32,332 2,854 0.03% 0.04% 353 +3,938 13.87% Q4 2025 Feb 03, 2026
FRG Family Wealth Advisors LLC History No change 32,116 2,835 0.44% 0.47% 354 0 0.0% Q4 2025 Jan 21, 2026
MidFirst Bank History New 31,441 2,775 0.22% — 355 +31,441 New Q4 2025 Feb 25, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 31,288 2,766 0.0% 0.01% 356 -1,120 -3.46% Q4 2025 Feb 05, 2026
Dai-ichi Life Insurance Company, Ltd History No change 30,888 2,727 0.07% 0.07% 357 0 0.0% Q4 2025 Feb 17, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 30,482 2,691 0.08% 0.08% 358 +1,000 3.39% Q4 2025 Feb 10, 2026
Robeco Institutional Asset Management B.V. History Added to 30,316 2,676 0.0% 0.0% 359 +650 2.19% Q4 2025 Jan 23, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 30,200 2,666 1.11% 1.15% 360 -227 -0.75% Q4 2025 Jan 14, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 29,900 2,639 0.01% 0.01% 361 -14,900 -33.26% Q4 2025 Feb 17, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 29,485 2,603 0.02% 0.02% 362 +3,022 11.42% Q4 2025 Feb 11, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 29,351 2,591 0.11% 0.11% 363 +1,724 6.24% Q4 2025 Feb 04, 2026
A. D. Beadell Investment Counsel, Inc. History No change 29,175 2,575 1.67% 1.79% 364 0 0.0% Q4 2025 Jan 14, 2026
AR ASSET MANAGEMENT INC History No change 29,000 2,560 0.52% 0.55% 365 0 0.0% Q4 2025 Feb 09, 2026
Community Bank, N.A. History Added to 28,246 2,493 0.29% 0.29% 366 +1,500 5.61% Q4 2025 Feb 04, 2026
CWM, LLC History Reduced 27,842 2,458 0.01% 0.01% 367 -937 -3.26% Q4 2025 Jan 26, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 27,542 2,431 0.08% 0.11% 368 -6,363 -18.77% Q4 2025 Jan 14, 2026
BENJAMIN EDWARDS INC History Reduced 27,505 2,428 0.03% 0.03% 369 -1,874 -6.38% Q4 2025 Feb 02, 2026
XTX Topco Ltd History New 27,267 2,407 0.06% — 370 +27,267 New Q4 2025 Feb 17, 2026
Premier Fund Managers Ltd History Added to 27,000 2,406 0.14% 0.06% 371 +11,000 68.75% Q4 2025 Feb 03, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 26,552 2,344 1.05% 0.39% 372 +17,400 190.12% Q4 2025 Jan 12, 2026
NewEdge Advisors, LLC History Added to 26,336 2,325 0.01% 0.01% 374 +4,912 22.93% Q4 2025 Feb 18, 2026
Advisory Services Network, LLC History Added to 26,337 2,325 0.03% 0.03% 373 +537 2.08% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 26,260 2,318 0.0% 0.0% 375 +1,054 4.18% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 25,985 2,294 0.03% 0.03% 376 +4,532 21.13% Q4 2025 Jan 29, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 25,801 2,277 0.0% 0.0% 377 -28 -0.11% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Reduced 25,515 2,269 0.04% 0.05% 378 -224 -0.87% Q4 2025 Feb 06, 2026
Independent Solutions Wealth Management, LLC History Reduced 25,198 2,224 0.41% 0.42% 379 -1,201 -4.55% Q4 2025 Feb 05, 2026
Texas Yale Capital Corp. History No change 25,166 2,221 0.07% 0.07% 380 0 0.0% Q4 2025 Feb 10, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 25,152 2,220 0.01% 0.0% 381 +21,076 517.08% Q4 2025 Feb 13, 2026
Catalyst Funds Management Pty Ltd History New 25,100 2,216 0.51% — 382 +25,100 New Q4 2025 Feb 09, 2026
Skandinaviska Enskilda Banken AB (publ) History No change 24,750 2,185 0.01% 0.01% 383 0 0.0% Q4 2025 Feb 12, 2026
Icon Wealth Advisors, LLC History Added to 24,642 2,175 0.14% 0.15% 384 +83 0.34% Q4 2025 Feb 13, 2026
Cullen Capital Management, LLC History Reduced 24,450 2,158 0.02% 0.03% 385 -4,691 -16.1% Q4 2025 Feb 13, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Added to 24,300 2,145 0.72% 0.74% 386 +2 0.01% Q4 2025 Jan 29, 2026
Vident Advisory, LLC History Added to 24,055 2,123 0.02% 0.02% 387 +954 4.13% Q4 2025 Feb 18, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 24,021 2,120 0.12% 0.23% 388 -13,634 -36.21% Q4 2025 Feb 10, 2026
EFG International AG History New 23,909 2,110 0.04% — 389 +23,909 New Q4 2025 Feb 17, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History Added to 23,842 2,105 0.13% 0.12% 390 +1,224 5.41% Q4 2025 Feb 17, 2026
J. Safra Sarasin Holding AG History Added to 23,660 2,088 0.03% 0.03% 391 +2,323 10.89% Q4 2025 Jan 15, 2026
Callan Family Office, LLC History Added to 23,461 2,071 0.04% 0.03% 392 +14,664 166.69% Q4 2025 Feb 12, 2026
Perigon Wealth Management, LLC History Added to 23,372 2,063 0.04% 0.04% 393 +169 0.73% Q4 2025 Jan 16, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History No change 23,249 2,053 0.04% 0.04% 394 0 0.0% Q4 2025 Feb 05, 2026
Advisor Resource Council History New 23,564 2,031 0.72% — 395 +23,564 New Q4 2025 Feb 10, 2026
Gotham Asset Management, LLC History Added to 22,950 2,026 0.01% 0.01% 396 +1,989 9.49% Q4 2025 Feb 17, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 22,770 2,010 0.64% 0.66% 397 -100 -0.44% Q4 2025 Jan 27, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 22,746 2,008 0.12% 0.12% 398 0 0.0% Q4 2025 Feb 03, 2026
Fulcrum Asset Management LLP History Reduced 22,529 2,007 0.56% 0.58% 399 -667 -2.88% Q4 2025 Feb 05, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 22,633 1,998 0.07% 0.07% 400 +990 4.57% Q4 2025 Jan 27, 2026
North Dakota State Investment Board History New 22,387 1,976 0.07% — 401 +22,387 New Q4 2025 Feb 05, 2026
Assenagon Asset Management S.A. History Added to 22,208 1,960 0.0% 0.0% 402 +1,678 8.17% Q4 2025 Jan 09, 2026
Advisors Asset Management, Inc. History Added to 21,805 1,925 0.03% 0.03% 403 +3,351 18.16% Q4 2025 Feb 12, 2026
Petix & Botte Co History No change 21,786 1,923 0.44% 0.45% 404 0 0.0% Q4 2025 Feb 05, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 21,259 1,876 0.06% 0.07% 405 -2,528 -10.63% Q4 2025 Feb 12, 2026
Empirical Finance, LLC History Reduced 21,186 1,870 0.09% 0.09% 406 -920 -4.16% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Reduced 21,045 1,858 0.04% 0.04% 407 -259 -1.22% Q4 2025 Feb 02, 2026
NATIXIS History Reduced 20,971 1,851 0.01% 0.03% 408 -57,561 -73.3% Q4 2025 Feb 13, 2026
Banque Cantonale Vaudoise History Added to 20,898 1,845 0.07% 0.02% 409 +14,300 216.73% Q4 2025 Feb 06, 2026
Lido Advisors, LLC History Added to 20,527 1,841 0.01% 0.01% 411 +1,353 7.06% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 20,853 1,841 0.02% 0.03% 410 +57 0.27% Q4 2025 Feb 05, 2026
MKT Advisors LLC History Reduced 20,936 1,832 0.63% 0.7% 412 -15 -0.07% Q4 2025 Jan 08, 2026
Stablepoint Partners, LLC History Added to 20,520 1,811 0.28% 0.29% 413 +86 0.42% Q4 2025 Jan 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 20,080 1,772 0.01% 0.01% 414 +972 5.09% Q4 2025 Feb 17, 2026
Asset Planning,Inc History Added to 19,998 1,765 1.24% 1.3% 415 +102 0.51% Q4 2025 Feb 03, 2026
Laird Norton Wetherby Trust Company, LLC History New 19,739 1,755 0.04% — 416 +19,739 New Q4 2025 Feb 17, 2026
WESTPAC BANKING CORP History Reduced 19,792 1,747 0.11% 0.11% 417 -587 -2.88% Q4 2025 Feb 10, 2026
ING GROEP NV History New 19,674 1,737 0.01% — 418 +19,674 New Q4 2025 Feb 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 19,346 1,720 0.08% 0.05% 419 +11,432 144.45% Q4 2025 Feb 12, 2026
CHOREO, LLC History Reduced 19,181 1,708 0.02% 0.02% 420 -583 -2.95% Q4 2025 Jan 23, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 19,126 1,688 0.18% 0.19% 421 +930 5.11% Q4 2025 Jan 26, 2026
Spinnaker Investment Group, LLC History No change 19,031 1,680 0.3% 0.32% 422 0 0.0% Q4 2025 Jan 12, 2026
Colonial Trust Advisors History Reduced 18,996 1,677 0.13% 0.14% 423 -626 -3.19% Q4 2025 Feb 12, 2026
Enhancing Capital LLC History No change 18,600 1,642 1.17% 1.22% 424 0 0.0% Q4 2025 Feb 03, 2026
Brevan Howard Capital Management LP History Added to 18,570 1,639 0.02% 0.0% 426 +11,306 155.64% Q4 2025 Feb 17, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 18,571 1,639 0.16% 0.18% 425 -5,690 -23.45% Q4 2025 Jan 12, 2026
Brooklyn Investment Group History Added to 18,425 1,638 0.08% 0.07% 427 +11,618 170.68% Q4 2025 Feb 12, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 18,550 1,637 0.35% 0.32% 428 +1,050 6.0% Q4 2025 Jan 15, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 18,240 1,610 0.15% 0.17% 429 +136 0.75% Q4 2025 Jan 22, 2026
J.W. COLE ADVISORS, INC. History Reduced 18,149 1,602 0.04% 0.03% 430 -860 -4.52% Q4 2025 Feb 11, 2026
Lombard Odier Asset Management (Switzerland) SA History New 18,131 1,600 0.07% — 431 +18,131 New Q4 2025 Feb 17, 2026
Meiji Yasuda Life Insurance Co History Reduced 17,951 1,584 0.05% 0.05% 432 -141 -0.78% Q4 2025 Feb 11, 2026
Pensionfund Sabic History No change 17,900 1,580 0.43% 0.44% 433 0 0.0% Q4 2025 Jan 12, 2026
Dynamic Advisor Solutions LLC History Added to 17,760 1,567 0.05% 0.05% 434 +399 2.3% Q4 2025 Jan 09, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 17,747 1,566 0.06% 0.08% 435 -13,763 -43.68% Q4 2025 Feb 04, 2026
MUFG SECURITIES AMERICAS INC. History Reduced 17,583 1,552 0.1% 0.1% 436 -12 -0.07% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 17,515 1,546 0.01% 0.01% 437 +745 4.44% Q4 2025 Jan 28, 2026
Ascent Group, LLC History Reduced 17,510 1,545 0.05% 0.07% 438 -3,323 -15.95% Q4 2025 Jan 20, 2026
Atlantic Union Bankshares Corp History Added to 17,491 1,544 0.03% 0.03% 439 +107 0.62% Q4 2025 Feb 04, 2026
Squarepoint Ops LLC History Reduced 17,394 1,535 0.0% 0.0% 440 -26,610 -60.47% Q4 2025 Feb 13, 2026
LGT Group Foundation History Reduced 17,054 1,519 0.02% 0.02% 441 -37 -0.22% Q4 2025 Feb 05, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 17,179 1,516 0.1% 0.1% 442 0 0.0% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 16,980 1,499 0.0% 0.0% 443 -575 -3.28% Q4 2025 Feb 10, 2026
WFA of San Diego, LLC History Reduced 16,855 1,488 1.09% 1.04% 444 -35 -0.21% Q4 2025 Feb 17, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 16,824 1,485 0.86% 0.9% 445 -419 -2.43% Q4 2025 Jan 15, 2026
Brookmont Capital Management History Added to 16,528 1,459 0.84% 0.83% 446 +3 0.02% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 16,364 1,444 0.01% 0.01% 447 -2,866 -14.9% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 16,347 1,443 0.01% 0.01% 448 +192 1.19% Q4 2025 Feb 17, 2026
Apriem Advisors History Reduced 16,336 1,442 0.13% 0.14% 449 -30 -0.18% Q4 2025 Feb 13, 2026
GAM Holding AG History Reduced 16,250 1,434 0.09% 0.11% 450 -3,700 -18.55% Q4 2025 Feb 17, 2026
Financial Alternatives, Inc History Added to 16,201 1,430 0.83% 0.3% 451 +10,739 196.61% Q4 2025 Feb 04, 2026
Coastline Trust Co History Reduced 16,080 1,419 0.13% 0.16% 452 -140 -0.86% Q4 2025 Jan 05, 2026
MEKETA INVESTMENT GROUP INC /ADV History No change 16,069 1,418 4.79% 4.74% 453 0 0.0% Q4 2025 Feb 11, 2026
Runnymede Capital Advisors, Inc. History New 15,919 1,405 0.81% — 455 +15,919 New Q4 2025 Jan 21, 2026
Trivant Custom Portfolio Group, LLC History Reduced 15,919 1,405 0.81% 0.75% 454 -197 -1.22% Q4 2025 Jan 21, 2026
MGO ONE SEVEN LLC History Reduced 15,860 1,400 0.03% 0.04% 456 -3,414 -17.71% Q4 2025 Feb 03, 2026
Arkadios Wealth Advisors History Added to 15,736 1,389 0.03% 0.03% 457 +2,357 17.62% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Reduced 15,666 1,383 0.03% 0.03% 458 -2,535 -13.93% Q4 2025 Feb 02, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History New 15,578 1,375 0.47% — 459 +15,578 New Q4 2025 Jan 07, 2026
Weiss Asset Management LP History New 15,561 1,373 0.02% — 460 +15,561 New Q4 2025 Feb 17, 2026
Ninepoint Partners LP History New 15,358 1,355 0.15% — 461 +15,358 New Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 15,337 1,354 0.02% 0.02% 462 -122 -0.79% Q4 2025 Jan 21, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 15,290 1,351 0.02% 0.02% 463 -2,016 -11.65% Q4 2025 Feb 09, 2026
SWP FINANCIAL LLC History Reduced 15,313 1,351 0.68% 0.72% 464 -479 -3.03% Q4 2025 Jan 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 15,189 1,350 0.02% 0.02% 465 -518 -3.3% Q4 2025 Jan 22, 2026
Sound Income Strategies, LLC History Reduced 14,535 1,345 0.06% 0.07% 466 -19 -0.13% Q4 2025 Jan 21, 2026
Meeder Advisory Services, Inc. History Added to 15,202 1,342 0.06% 0.05% 467 +2,204 16.96% Q4 2025 Feb 11, 2026
South Dakota Investment Council History Reduced 15,187 1,341 0.03% 0.03% 468 -900 -5.59% Q4 2025 Feb 12, 2026
iSAM Funds (UK) Ltd History New 15,004 1,324 0.48% — 469 +15,004 New Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Reduced 14,885 1,314 0.05% 0.05% 470 -196 -1.3% Q4 2025 Jan 21, 2026
Richard Bernstein Advisors LLC History Reduced 14,705 1,298 0.04% 0.04% 471 -1,614 -9.89% Q4 2025 Feb 03, 2026
Summit Trail Advisors, LLC History Reduced 14,597 1,297 0.02% 0.02% 472 -1,634 -10.07% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 14,680 1,296 0.01% 0.01% 473 +6,219 73.5% Q4 2025 Jan 23, 2026
Capital Group Investment Management Pte. Ltd. History Reduced 14,510 1,281 0.21% 0.3% 474 -5,672 -28.1% Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Added to 14,476 1,278 0.0% 0.0% 475 +30 0.21% Q4 2025 Feb 13, 2026
Pandora Wealth, Inc. History Reduced 14,427 1,273 0.77% 0.79% 476 -10 -0.07% Q4 2025 Feb 04, 2026
UMB Bank, n.a. History Added to 14,328 1,265 0.02% 0.02% 477 +45 0.32% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 14,325 1,264 0.01% 0.01% 478 +2,250 18.63% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO History Reduced 14,366 1,259 0.01% 0.02% 479 -300 -2.05% Q4 2025 Jan 26, 2026
Snowden Capital Advisors LLC History Reduced 14,105 1,254 0.03% 0.04% 480 -459 -3.15% Q4 2025 Feb 17, 2026
OSTRUM ASSET MANAGEMENT History Reduced 14,011 1,237 0.06% 0.07% 481 -2,531 -15.3% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Reduced 13,905 1,227 0.01% 0.01% 482 -74 -0.53% Q4 2025 Jan 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 13,784 1,217 0.02% 0.01% 483 +1,039 8.15% Q4 2025 Feb 10, 2026
CENTAURUS FINANCIAL, INC. History Reduced 13,722 1,212 0.06% 0.06% 484 -456 -3.22% Q4 2025 Feb 13, 2026
V-Square Quantitative Management LLC History Reduced 13,674 1,207 0.13% 0.24% 485 -2,369 -14.77% Q4 2025 Jan 22, 2026
COOKSON PEIRCE & CO INC History Added to 13,646 1,204 0.05% 0.04% 486 +1,815 15.34% Q4 2025 Feb 11, 2026
DLK Investment Management, LLC History No change 13,630 1,203 0.45% 0.46% 487 0 0.0% Q4 2025 Jan 14, 2026
Beacon Pointe Advisors, LLC History Added to 13,576 1,198 0.01% 0.01% 488 +2,261 19.98% Q4 2025 Feb 18, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 13,524 1,194 0.04% 0.04% 489 0 0.0% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Added to 13,485 1,190 0.06% 0.06% 490 +1,627 13.72% Q4 2025 Jan 05, 2026
Steward Partners Investment Advisory, LLC History Added to 13,443 1,186 0.01% 0.01% 491 +1,121 9.1% Q4 2025 Feb 12, 2026
Campbell & CO Investment Adviser LLC History New 13,235 1,168 0.06% — 492 +13,235 New Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 13,135 1,159 0.0% 0.0% 493 +2,475 23.22% Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 12,993 1,147 0.01% 0.01% 494 +3,485 36.65% Q4 2025 Feb 02, 2026
ALPS ADVISORS INC History Added to 12,801 1,130 0.01% 0.01% 495 +2,329 22.24% Q4 2025 Feb 12, 2026
Bleakley Financial Group, LLC History Added to 12,787 1,128 0.02% 0.02% 497 +1,620 14.51% Q4 2025 Feb 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 12,779 1,128 0.01% 0.01% 496 -217 -1.67% Q4 2025 Feb 10, 2026
One Degree Advisors Inc History Reduced 12,752 1,125 0.31% 0.35% 498 -33 -0.26% Q4 2025 Feb 06, 2026
Golden State Equity Partners History Reduced 12,709 1,122 0.18% 0.21% 499 -1,261 -9.03% Q4 2025 Jan 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 12,681 1,119 0.05% 0.07% 500 -2,475 -16.33% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Added to 12,649 1,116 0.0% 0.0% 501 +1,753 16.09% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 12,582 1,110 0.0% 0.01% 502 +402 3.3% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 12,563 1,109 0.03% 0.03% 503 +3,694 41.65% Q4 2025 Feb 13, 2026
Wealth Enhancement Trust Services, Inc. History New 12,420 1,096 0.14% — 504 +12,420 New Q4 2025 Jan 27, 2026
Allworth Financial LP History New 12,411 1,095 0.0% — 505 +12,411 New Q4 2025 Feb 05, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 12,200 1,077 0.02% 0.02% 506 0 0.0% Q4 2025 Feb 02, 2026
TI-TRUST, INC History No change 12,040 1,063 0.66% 0.68% 507 0 0.0% Q4 2025 Jan 23, 2026
Generali Investments, Management Co LLC History Reduced 11,871 1,048 0.21% 0.45% 508 -12,200 -50.68% Q4 2025 Jan 29, 2026
WEDBUSH SECURITIES INC History Added to 11,747 1,037 0.03% 0.03% 509 +27 0.23% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Reduced 11,702 1,033 0.01% 0.01% 510 -2,148 -15.51% Q4 2025 Jan 05, 2026
Friedenthal Financial History New 11,673 1,030 0.53% — 511 +11,673 New Q4 2025 Jan 27, 2026
PRINCIPAL SECURITIES, INC. History Reduced 11,629 1,026 0.02% 0.02% 512 -305 -2.56% Q4 2025 Feb 12, 2026
Volterra Technologies LP History New 11,514 1,016 0.1% — 514 +11,514 New Q4 2025 Feb 13, 2026
Lester Murray Antman dba SimplyRich History Reduced 11,508 1,016 0.27% 0.28% 513 -64 -0.55% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Added to 11,478 1,013 0.02% 0.02% 515 +817 7.66% Q4 2025 Jan 22, 2026
Farringdon Capital, Ltd. History New 11,284 996 0.24% — 516 +11,284 New Q4 2025 Feb 17, 2026
Alpha Cubed Investments, LLC History Reduced 11,228 991 0.03% 0.04% 517 -254 -2.21% Q4 2025 Feb 03, 2026
MASTERINVEST Kapitalanlage GmbH History No change 10,989 979 0.09% 0.1% 518 0 0.0% Q4 2025 Jan 27, 2026
Vontobel Holding Ltd. History Added to 11,084 978 0.0% 0.0% 519 +322 2.99% Q4 2025 Feb 13, 2026
TEMA ETFS LLC History Reduced 11,022 973 0.08% 0.08% 520 -32 -0.29% Q4 2025 Jan 16, 2026
FIDUCIARY TRUST CO History Added to 10,979 969 0.01% 0.01% 521 +123 1.13% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Reduced 10,951 966 0.02% 0.02% 522 -113 -1.02% Q4 2025 Feb 11, 2026
REGIONS FINANCIAL CORP History Reduced 10,888 961 0.01% 0.01% 523 -6,065 -35.78% Q4 2025 Jan 27, 2026
HighPoint Advisor Group LLC History Reduced 10,804 953 0.04% 0.06% 524 -2,159 -16.66% Q4 2025 Feb 04, 2026
Cooper Financial Group History Reduced 10,746 948 0.1% 0.11% 525 -226 -2.06% Q4 2025 Jan 08, 2026
Mosley Wealth Management History New 10,079 940 0.43% — 526 +10,079 New Q4 2025 Feb 12, 2026
Arax Advisory Partners History Reduced 10,601 936 0.03% 0.03% 527 -15,785 -59.82% Q4 2025 Feb 13, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 10,534 930 0.34% 0.37% 528 +258 2.51% Q4 2025 Jan 26, 2026
Cornerstone Planning, LLC History New 10,413 923 0.21% — 529 +10,413 New Q4 2025 Mar 17, 2026
Applied Finance Capital Management, LLC History Reduced 10,376 916 0.07% 0.08% 531 -2,199 -17.49% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Reduced 10,384 916 0.01% 0.01% 530 -374 -3.48% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 10,370 915 0.0% 0.0% 532 +228 2.25% Q4 2025 Feb 17, 2026
Van Hulzen Asset Management, LLC History Added to 10,210 901 0.07% 0.07% 534 +204 2.04% Q4 2025 Feb 06, 2026
GREENLEAF TRUST History Reduced 10,207 901 0.01% 0.01% 533 -103 -1.0% Q4 2025 Jan 21, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 10,200 900 0.33% 0.33% 535 0 0.0% Q4 2025 Jan 28, 2026
AMI ASSET MANAGEMENT CORP History Reduced 10,144 895 0.05% 0.05% 536 -337 -3.22% Q4 2025 Jan 23, 2026
CHICAGO TRUST Co NA History No change 10,085 890 0.14% 0.13% 537 0 0.0% Q4 2025 Feb 17, 2026
SUMITOMO LIFE INSURANCE CO History Added to 10,052 887 0.02% 0.03% 538 +43 0.43% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History Reduced 10,022 884 0.03% 0.03% 539 -206 -2.01% Q4 2025 Jan 15, 2026
Krilogy Financial LLC History Added to 10,145 879 0.03% 0.04% 540 +37 0.37% Q4 2025 Jan 27, 2026
Larson Financial Group LLC History Reduced 9,912 875 0.03% 0.03% 541 -296 -2.9% Q4 2025 Feb 06, 2026
West Wealth Group, LLC History Reduced 9,915 875 0.18% 0.21% 542 -292 -2.86% Q4 2025 Jan 26, 2026
Savant Capital, LLC History Reduced 9,899 873 0.0% 0.01% 543 -1,562 -13.63% Q4 2025 Feb 10, 2026
NOMURA HOLDINGS INC History Reduced 9,886 872 0.0% 0.0% 544 -5,770 -36.85% Q4 2025 Feb 17, 2026
Westmount Partners, LLC History No change 9,870 871 0.22% 0.23% 545 0 0.0% Q4 2025 Jan 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 9,773 862 0.08% — 546 +9,773 New Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Reduced 9,767 862 0.02% 0.03% 547 -2,128 -17.89% Q4 2025 Feb 13, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 9,727 858 0.02% 0.02% 548 -61 -0.62% Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Reduced 9,636 850 0.02% 0.03% 549 -2,052 -17.56% Q4 2025 Feb 17, 2026
Cohen Klingenstein LLC History No change 9,600 847 0.03% 0.03% 550 0 0.0% Q4 2025 Jan 20, 2026
Ipsen Advisor Group LLC History Reduced 9,518 840 0.6% 0.63% 551 -204 -2.1% Q4 2025 Feb 11, 2026
Procyon Advisors, LLC History Reduced 9,509 839 0.04% 0.05% 552 -48 -0.5% Q4 2025 Jan 07, 2026
Waverly Advisors, LLC History Added to 9,444 833 0.01% 0.0% 553 +5,843 162.26% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Reduced 9,321 822 0.01% 0.01% 554 -2 -0.02% Q4 2025 Jan 08, 2026
Siemens Fonds Invest GmbH History No change 9,093 810 0.04% 0.04% 555 0 0.0% Q4 2025 Feb 17, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 9,067 807 0.01% 0.01% 556 +788 9.52% Q4 2025 Feb 13, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 9,045 798 0.53% 0.54% 557 +124 1.39% Q4 2025 Jan 09, 2026
Independent Advisor Alliance History Added to 8,953 790 0.02% 0.02% 558 +271 3.12% Q4 2025 Feb 04, 2026
Smartleaf Asset Management LLC History Added to 8,780 782 0.03% 0.04% 559 +895 11.35% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 8,850 781 0.01% 0.01% 560 -1,937 -17.96% Q4 2025 Feb 12, 2026
FIL Ltd History Reduced 8,826 779 0.0% 0.04% 561 -532,658 -98.37% Q4 2025 Feb 17, 2026
Cohen Capital Management, Inc. History No change 8,800 776 0.12% 0.12% 562 0 0.0% Q4 2025 Jan 20, 2026
Quotient Wealth Partners, LLC History Added to 8,704 768 0.02% 0.01% 563 +4,278 96.66% Q4 2025 Jan 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 8,626 761 0.01% 0.01% 564 -151 -1.72% Q4 2025 Jan 29, 2026
OFI INVEST ASSET MANAGEMENT History New 8,597 759 0.01% — 565 +8,597 New Q4 2025 Jan 22, 2026
Grove Bank & Trust History Reduced 8,529 753 0.08% 0.11% 567 -1,578 -15.61% Q4 2025 Jan 08, 2026
Claro Advisors Inc. History Added to 8,532 753 0.1% 0.11% 568 +8 0.09% Q4 2025 Feb 17, 2026
Mendel Money Management History No change 8,531 753 0.32% 0.32% 566 0 0.0% Q4 2025 Jan 29, 2026
SIGNATUREFD, LLC History Added to 8,415 742 0.01% 0.01% 569 +483 6.09% Q4 2025 Jan 20, 2026
Quantitative Investment Management, LLC History New 8,376 739 0.07% — 570 +8,376 New Q4 2025 Feb 17, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 8,371 739 0.18% 0.28% 571 -5,401 -39.22% Q4 2025 Jan 08, 2026
Compound Planning, Inc. History Added to 8,339 736 0.02% 0.02% 572 +364 4.56% Q4 2025 Feb 19, 2026
Sompo Asset Management Co., Ltd. History Added to 8,250 728 0.12% 0.12% 573 +460 5.91% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 8,229 726 0.01% 0.01% 574 +214 2.67% Q4 2025 Feb 09, 2026
SALEM INVESTMENT COUNSELORS INC History No change 8,080 718 0.02% 0.02% 575 0 0.0% Q4 2025 Jan 12, 2026
Strategic Investment Advisors / MI History Reduced 8,117 716 0.06% 0.07% 576 -142 -1.72% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Added to 8,106 715 0.01% 0.01% 577 +478 6.27% Q4 2025 Feb 03, 2026
Ignite Planners, LLC History Reduced 8,162 710 0.11% 0.17% 578 -3,707 -31.23% Q4 2025 Feb 06, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 7,991 705 0.01% 0.02% 580 -4,944 -38.22% Q4 2025 Feb 19, 2026
Blueshift Asset Management, LLC History Added to 7,991 705 0.2% 0.21% 579 +353 4.62% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 7,952 702 0.01% 0.02% 581 +934 13.31% Q4 2025 Feb 11, 2026
Trivium Point Advisory, LLC History Reduced 7,849 692 0.07% 0.08% 583 -757 -8.8% Q4 2025 Jan 26, 2026
Mesirow Financial Investment Management, Inc. History Reduced 7,848 692 0.01% 0.01% 582 -739 -8.61% Q4 2025 Feb 05, 2026
Ellevest, Inc. History Added to 7,813 689 0.1% 0.1% 585 +304 4.05% Q4 2025 Feb 10, 2026
Hartford Funds Management Co LLC History Reduced 7,808 689 0.06% 0.06% 584 -52 -0.66% Q4 2025 Feb 06, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Reduced 7,799 688 0.41% 0.44% 586 -217 -2.71% Q4 2025 Jan 14, 2026
Octavia Wealth Advisors, LLC History Reduced 7,702 682 0.07% 0.07% 587 -132 -1.68% Q4 2025 Jan 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 7,658 676 0.0% 0.0% 588 -94 -1.21% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 7,687 674 0.01% 0.02% 589 -71 -0.92% Q4 2025 Jan 26, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 7,625 673 0.08% 0.09% 590 -51 -0.66% Q4 2025 Jan 26, 2026
Venturi Wealth Management, LLC History Added to 7,602 671 0.03% 0.03% 591 +261 3.56% Q4 2025 Jan 22, 2026
WEST PACES ADVISORS INC. History Added to 7,532 665 0.13% 0.13% 593 +38 0.51% Q4 2025 Jan 21, 2026
Advisory Alpha, LLC History Added to 7,534 665 0.02% 0.02% 592 +18 0.24% Q4 2025 Feb 06, 2026
Integrated Wealth Concepts LLC History Reduced 7,514 663 0.01% 0.04% 595 -44,162 -85.46% Q4 2025 Feb 13, 2026
USA FINANCIAL FORMULAS History New 7,511 663 0.12% — 594 +7,511 New Q4 2025 Jan 14, 2026
WINTON GROUP Ltd History Reduced 7,500 662 0.02% 0.38% 596 -104,323 -93.29% Q4 2025 Feb 11, 2026
Capital Investment Advisors, LLC History New 7,451 657 0.01% — 597 +7,451 New Q4 2025 Jan 13, 2026
Fideuram Asset Management (Ireland) dac History New 8,876 655 0.05% — 598 +8,876 New Q4 2025 Feb 10, 2026
Altshuler Shaham Ltd History Added to 7,397 653 0.01% 0.01% 600 +542 7.91% Q4 2025 Feb 17, 2026
Avantax Planning Partners, Inc. History No change 7,407 653 0.02% 0.02% 599 0 0.0% Q4 2025 Feb 05, 2026
NORDEN GROUP LLC History Reduced 7,396 652 0.06% 0.07% 602 -739 -9.08% Q4 2025 Jan 13, 2026
SMITH, MOORE & CO. History Added to 7,385 652 0.05% 0.05% 601 +145 2.0% Q4 2025 Jan 23, 2026
NorthRock Partners, LLC History Reduced 7,418 651 0.01% 0.02% 603 -5,424 -42.24% Q4 2025 Feb 17, 2026
SHELTON CAPITAL MANAGEMENT History No change 7,314 645 0.01% 0.01% 604 0 0.0% Q4 2025 Feb 17, 2026
Advisor OS, LLC History Reduced 7,274 642 0.05% 0.08% 605 -2,407 -24.86% Q4 2025 Feb 04, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 7,263 641 0.01% 0.01% 606 -61 -0.83% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History Added to 7,244 639 0.02% 0.02% 607 +1,450 25.03% Q4 2025 Feb 04, 2026
STEPHENS INC /AR/ History Reduced 7,162 632 0.01% 0.01% 608 -2,727 -27.58% Q4 2025 Feb 05, 2026
Byrne Asset Management LLC History Added to 7,020 619 0.34% 0.38% 609 +100 1.45% Q4 2025 Jan 12, 2026
CIBC Private Wealth Group LLC History Reduced 7,009 618 0.0% 0.0% 610 -412 -5.55% Q4 2025 Feb 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 7,001 618 0.01% 0.01% 611 +229 3.38% Q4 2025 Jan 07, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 6,980 616 0.02% 0.03% 612 -112 -1.58% Q4 2025 Feb 13, 2026
Alaethes Wealth, LLC History New 6,926 615 0.17% — 613 +6,926 New Q4 2025 Feb 12, 2026
Nippon Life Global Investors Americas, Inc. History Added to 6,920 614 0.03% 0.02% 614 +970 16.3% Q4 2025 Jan 29, 2026
Financial Management Professionals, Inc. History Reduced 6,902 613 0.06% 0.06% 615 -10 -0.14% Q4 2025 Jan 27, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 6,942 612 0.07% 0.07% 616 -689 -9.03% Q4 2025 Feb 17, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 6,911 610 0.21% 0.22% 617 0 0.0% Q4 2025 Jan 20, 2026
Savvy Advisors, Inc. History Added to 6,864 606 0.02% 0.03% 620 +253 3.83% Q4 2025 Jan 20, 2026
Intrua Financial, LLC History Reduced 6,865 606 0.06% 0.07% 618 -215 -3.04% Q4 2025 Feb 05, 2026
Heritage Wealth Management, Inc. History No change 6,867 606 0.17% 0.18% 619 0 0.0% Q4 2025 Jan 26, 2026
Safeguard Investment Advisory Group, LLC History Added to 6,858 605 0.15% 0.15% 621 +18 0.26% Q4 2025 Feb 13, 2026
Jacobi Capital Management LLC History Reduced 6,851 604 0.04% 0.04% 622 -18 -0.26% Q4 2025 Feb 13, 2026
Mechanics Bank Trust Department History No change 6,795 599 0.08% 0.09% 623 0 0.0% Q4 2025 Jan 14, 2026
Indivisible Partners History New 6,744 595 0.06% — 624 +6,744 New Q4 2025 Feb 03, 2026
Virtu Financial LLC History New 6,726 594 0.02% — 625 +6,726 New Q4 2025 Feb 23, 2026
World Investment Advisors History Added to 6,734 594 0.01% 0.01% 626 +3,016 81.12% Q4 2025 Mar 12, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 6,677 590 0.05% 0.06% 627 0 0.0% Q4 2025 Jan 12, 2026
PFG Advisors History Reduced 6,454 569 0.03% 0.03% 628 -929 -12.58% Q4 2025 Jan 27, 2026
Wealthspire Advisors, LLC History Added to 6,402 565 0.0% 0.0% 630 +2,935 84.66% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Reduced 6,405 565 0.04% 0.04% 629 -91 -1.4% Q4 2025 Feb 20, 2026
CIGNA INVESTMENTS INC /NEW History No change 6,358 561 0.08% 0.08% 631 0 0.0% Q4 2025 Jan 20, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 6,324 558 0.0% 0.0% 632 +1,417 28.88% Q4 2025 Feb 12, 2026
Bedminster, LLC History New 6,283 554 0.51% — 634 +6,283 New Q4 2025 Feb 05, 2026
Greenline Partners, LLC History Added to 6,284 554 0.06% 0.07% 633 +150 2.45% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 6,438 553 0.01% 0.01% 635 +282 4.58% Q4 2025 Jan 28, 2026
Demars Financial Group, LLC History No change 6,266 553 0.19% 0.2% 636 0 0.0% Q4 2025 Jan 22, 2026
Bridgewater Advisors Inc. History Reduced 6,474 549 0.04% 0.04% 637 -17 -0.26% Q4 2025 Jan 23, 2026
Blackstone Inc. History Reduced 6,200 547 0.0% 0.35% 638 -971,741 -99.37% Q4 2025 Feb 17, 2026
Vinva Investment Management Ltd History New 6,112 544 0.01% — 639 +6,112 New Q4 2025 Feb 17, 2026
Elm Partners Management LLC History Reduced 6,153 543 0.02% 0.03% 640 -189 -2.98% Q4 2025 Feb 10, 2026
Sepio Capital, LP History Added to 6,155 543 0.03% 0.03% 641 +181 3.03% Q4 2025 Feb 12, 2026
Financial Perspectives, Inc History Reduced 6,158 543 0.15% 0.16% 642 -138 -2.19% Q4 2025 Jan 28, 2026
Diligent Investors, LLC History No change 6,127 540 0.13% 0.14% 643 0 0.0% Q4 2025 Jan 23, 2026
GTS SECURITIES LLC History Reduced 6,075 536 0.02% 0.03% 645 -1,615 -21.0% Q4 2025 Feb 13, 2026
KCM INVESTMENT ADVISORS LLC History Added to 6,080 536 0.02% 0.02% 644 +85 1.42% Q4 2025 Feb 13, 2026
Florida Trust Wealth Management Co History No change 6,054 534 0.01% 0.02% 646 0 0.0% Q4 2025 Jan 20, 2026
Ameritas Advisory Services, LLC History Added to 6,042 533 0.02% 0.02% 647 +2,473 69.29% Q4 2025 Feb 04, 2026
SEARLE & CO. History No change 6,000 529 0.14% 0.14% 648 0 0.0% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 5,980 527 0.02% 0.02% 649 -104 -1.71% Q4 2025 Feb 11, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 5,966 526 0.0% — 650 +5,966 New Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 5,872 518 0.01% 0.01% 651 +2,655 82.53% Q4 2025 Feb 06, 2026
Presima Securities ULC History Added to 5,856 517 0.3% 0.14% 652 +89 1.54% Q4 2025 Feb 10, 2026
HCR Wealth Advisors History Reduced 5,848 516 0.05% 0.06% 653 -300 -4.88% Q4 2025 Jan 27, 2026
Williams Jones Wealth Management, LLC. History Added to 5,814 513 0.01% 0.0% 654 +1,286 28.4% Q4 2025 Feb 13, 2026
MJP ASSOCIATES INC /ADV History Reduced 5,796 511 0.06% 0.07% 655 -75 -1.28% Q4 2025 Feb 06, 2026
Rice Partnership, LLC History No change 5,651 498 0.07% 0.07% 656 0 0.0% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Added to 5,628 496 0.04% 0.04% 657 +85 1.53% Q4 2025 Feb 17, 2026
Syntegra Private Wealth Group, LLC History Added to 5,617 495 0.05% 0.05% 658 +6 0.11% Q4 2025 Feb 10, 2026
Cross Staff Investments Inc History No change 5,600 494 0.27% 0.35% 659 0 0.0% Q4 2025 Feb 27, 2026
Gilman Hill Asset Management, LLC History Reduced 5,595 493 0.08% 0.09% 660 -1,043 -15.71% Q4 2025 Jan 12, 2026
Pointe Capital Management LLC History Reduced 5,593 493 0.24% 0.27% 661 -536 -8.75% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 5,586 493 0.13% 0.2% 662 +321 6.1% Q4 2025 Feb 09, 2026
ELCO Management Co., LLC History Reduced 5,571 491 0.31% 0.29% 663 -554 -9.04% Q4 2025 Feb 04, 2026
Valeo Financial Advisors, LLC History Added to 5,558 490 0.01% 0.01% 664 +203 3.79% Q4 2025 Feb 04, 2026
Checchi Capital Advisers, LLC History Added to 5,467 482 0.02% 0.03% 665 +57 1.05% Q4 2025 Jan 27, 2026
Cornerstone Wealth Management, LLC History Added to 5,434 479 0.02% 0.02% 666 +434 8.68% Q4 2025 Feb 05, 2026
WEALTH ALLIANCE, LLC History Reduced 5,426 479 0.05% 0.05% 667 -289 -5.06% Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History Added to 5,428 479 0.02% 0.02% 668 +262 5.07% Q4 2025 Feb 11, 2026
Glenview Trust Co History Reduced 5,420 478 0.01% 0.01% 669 -289 -5.06% Q4 2025 Feb 09, 2026
Portfolio Design Labs, LLC History No change 5,389 475 0.08% 0.08% 670 0 0.0% Q4 2025 Feb 11, 2026
Neumann Capital Management, LLC History No change 5,347 472 0.14% 0.14% 671 0 0.0% Q4 2025 Jan 14, 2026
Foguth Wealth Management, LLC. History New 5,261 471 0.07% — 673 +5,261 New Q4 2025 Jan 05, 2026
Old Port Advisors History Reduced 5,339 471 0.12% 0.12% 672 -123 -2.25% Q4 2025 Jan 08, 2026
Bauman Advisory Group, LLC History New 5,319 469 0.38% — 674 +5,319 New Q4 2025 Feb 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 5,298 467 0.01% 0.0% 675 +4,131 353.98% Q4 2025 Feb 09, 2026
Diversified Trust Co History Added to 5,287 466 0.01% 0.01% 676 +56 1.07% Q4 2025 Jan 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 5,215 463 0.01% 0.01% 677 -1,344 -20.49% Q4 2025 Jan 27, 2026
IHT Wealth Management, LLC History Reduced 5,243 462 0.01% 0.01% 678 -90 -1.69% Q4 2025 Feb 17, 2026
Harbour Capital Advisors, LLC History Reduced 5,136 460 0.09% 0.11% 679 -545 -9.59% Q4 2025 Jan 07, 2026
Rosenberg Matthew Hamilton History Added to 5,191 458 0.09% 0.1% 680 +116 2.29% Q4 2025 Jan 05, 2026
HARBOUR INVESTMENTS, INC. History Reduced 5,166 456 0.01% 0.01% 681 -98 -1.86% Q4 2025 Feb 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 5,159 455 0.01% 0.01% 682 +3 0.06% Q4 2025 Feb 12, 2026
Coppell Advisory Solutions LLC History Reduced 5,071 451 0.04% 0.05% 683 -342 -6.32% Q4 2025 Feb 17, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 5,090 449 0.1% — 684 +5,090 New Q4 2025 Feb 03, 2026
VANCE WEALTH, LLC History Added to 5,050 449 0.13% 0.14% 685 +8 0.16% Q4 2025 Feb 17, 2026
Leonteq Securities AG History Added to 4,998 441 0.01% 0.01% 686 +1,352 37.08% Q4 2025 Feb 06, 2026
AlphaCore Capital LLC History Added to 4,993 440 0.01% 0.0% 687 +3,900 356.82% Q4 2025 Feb 05, 2026
Frank, Rimerman Advisors LLC History Added to 4,984 440 0.03% 0.03% 688 +19 0.38% Q4 2025 Jan 15, 2026
Raiffeisen Bank International AG History Reduced 4,938 439 0.01% 0.01% 689 -336 -6.37% Q4 2025 Feb 12, 2026
Mach-1 Financial Group, LLC History New 4,969 438 0.09% — 690 +4,969 New Q4 2025 Feb 06, 2026
FIRST FOUNDATION ADVISORS History Added to 4,943 436 0.02% 0.02% 691 +1 0.02% Q4 2025 Feb 04, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History New 4,925 434 0.24% — 692 +4,925 New Q4 2025 Feb 04, 2026
AIMZ Investment Advisors, LLC History No change 4,910 433 0.12% 0.14% 693 0 0.0% Q4 2025 Feb 17, 2026
Edge Financial Advisors LLC History Added to 4,870 429 0.18% 0.2% 694 +7 0.14% Q4 2025 Jan 28, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 4,799 426 0.03% 0.04% 695 0 0.0% Q4 2025 Jan 16, 2026
Pinnacle Financial Partners, Inc. History New 4,820 425 0.0% — 696 +4,820 New Q4 2025 Feb 18, 2026
AA Financial Advisors, LLC History Added to 4,801 423 0.08% 0.08% 697 +215 4.69% Q4 2025 Jan 14, 2026
Pallas Capital Advisors LLC History Added to 4,776 421 0.01% 0.02% 699 +106 2.27% Q4 2025 Jan 14, 2026
Spectrum Asset Management, Inc. (NB/CA) History Reduced 4,742 421 0.14% 0.15% 698 -92 -1.9% Q4 2025 Jan 26, 2026
FOX RUN MANAGEMENT, L.L.C. History New 4,751 419 0.06% — 700 +4,751 New Q4 2025 Feb 11, 2026
Confluence Wealth Services, Inc. History No change 4,738 418 0.02% 0.02% 701 0 0.0% Q4 2025 Jan 28, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Added to 4,721 416 0.34% 0.37% 702 +20 0.43% Q4 2025 Jan 08, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 4,696 414 0.0% — 704 +4,696 New Q4 2025 Feb 13, 2026
CAPITAL ADVISORS INC/OK History Reduced 4,700 414 0.01% 0.01% 703 -1 -0.02% Q4 2025 Jan 15, 2026
Integrated Advisors Network LLC History Reduced 4,682 413 0.02% 0.02% 706 -577 -10.97% Q4 2025 Feb 17, 2026
Busey Bank History Added to 4,685 413 0.01% 0.01% 705 +354 8.17% Q4 2025 Jan 27, 2026
TSFG, LLC History Added to 4,664 412 0.06% 0.06% 707 +138 3.05% Q4 2025 Feb 04, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 4,675 412 0.11% 0.12% 708 -37 -0.79% Q4 2025 Feb 02, 2026
Plancorp, LLC History Added to 4,666 411 0.01% 0.01% 709 +481 11.49% Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History Added to 4,639 409 0.01% 0.01% 710 +39 0.85% Q4 2025 Feb 06, 2026
D.B. Root & Company, LLC History Added to 4,634 409 0.1% 0.11% 711 +8 0.17% Q4 2025 Feb 03, 2026
AMG National Trust Bank History No change 4,629 408 0.01% 0.01% 712 0 0.0% Q4 2025 Jan 30, 2026
BECK MACK & OLIVER LLC History Added to 4,551 401 0.01% 0.01% 713 +31 0.69% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Added to 4,536 400 0.02% 0.02% 715 +696 18.13% Q4 2025 Feb 10, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Added to 4,510 400 0.02% 0.02% 714 +31 0.69% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History Reduced 4,317 399 0.01% 0.02% 716 -1,787 -29.28% Q4 2025 Jan 23, 2026
BOKF, NA History Reduced 4,516 398 0.01% 0.01% 717 -381 -7.78% Q4 2025 Feb 03, 2026
Marble Harbor Investment Counsel, LLC History No change 4,500 397 0.04% 0.04% 718 0 0.0% Q4 2025 Feb 06, 2026
PUREfi Wealth, LLC History Added to 4,496 396 0.3% 0.3% 719 +90 2.04% Q4 2025 Jan 12, 2026
US Asset Management LLC History Reduced 4,450 392 0.32% 0.33% 720 -34 -0.76% Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History Reduced 4,435 391 0.0% 0.0% 721 -4,222 -48.77% Q4 2025 Feb 13, 2026
TOBAM History New 4,408 389 0.1% — 722 +4,408 New Q4 2025 Mar 02, 2026
Centiva Capital, LP History New 4,401 388 0.0% — 723 +4,401 New Q4 2025 Feb 13, 2026
WADDELL & ASSOCIATES, LLC History No change 4,384 387 0.03% 0.03% 724 0 0.0% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Added to 4,353 386 0.01% 0.0% 725 +1,097 33.69% Q4 2025 Feb 13, 2026
Etesian Wealth Advisors, Inc. History Reduced 4,372 386 0.12% 0.13% 726 -100 -2.24% Q4 2025 Feb 11, 2026
State of Wyoming History New 4,355 384 0.04% — 728 +4,355 New Q4 2025 Feb 11, 2026
Fieldview Capital Management, LLC History New 4,352 384 0.07% — 729 +4,352 New Q4 2025 Feb 13, 2026
Patten Group, Inc. History Reduced 4,356 384 0.07% 0.08% 727 -150 -3.33% Q4 2025 Jan 23, 2026
Avantra Family Wealth, Inc. History Added to 4,325 381 0.28% 0.28% 730 +107 2.54% Q4 2025 Jan 21, 2026
TRED AVON FAMILY WEALTH, LLC History No change 4,324 381 0.12% 0.13% 731 0 0.0% Q4 2025 Jan 27, 2026
Merrithew & Thorsten Inc History New 4,291 378 0.4% — 734 +4,291 New Q4 2025 Feb 03, 2026
SeaCrest Wealth Management, LLC History Added to 4,388 378 0.04% 0.04% 732 +16 0.37% Q4 2025 Jan 12, 2026
KERR FINANCIAL PLANNING Corp History Added to 4,351 378 0.51% 0.56% 733 +13 0.3% Q4 2025 Feb 10, 2026
Equitable Holdings, Inc. History Added to 4,252 375 0.0% 0.0% 735 +563 15.26% Q4 2025 Feb 17, 2026
Leisure Capital Management History No change 4,244 374 0.12% 0.13% 736 0 0.0% Q4 2025 Jan 27, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 4,235 373 0.06% 0.07% 737 +21 0.5% Q4 2025 Jan 26, 2026
ROCKLAND TRUST CO History No change 4,221 372 0.01% 0.02% 738 0 0.0% Q4 2025 Jan 15, 2026
Hanson & Doremus Investment Management History Added to 4,180 369 0.04% 0.05% 739 +29 0.7% Q4 2025 Jan 20, 2026
Occidental Asset Management, LLC History Added to 4,157 367 0.04% 0.05% 741 +33 0.8% Q4 2025 Jan 08, 2026
Mraz, Amerine & Associates, Inc. History No change 4,168 367 0.05% 0.06% 740 0 0.0% Q4 2025 Feb 06, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Reduced 4,137 365 0.03% 0.04% 742 -270 -6.13% Q4 2025 Jan 30, 2026
Howard Capital Management Inc. History Added to 4,134 364 0.0% 0.0% 743 +22 0.54% Q4 2025 Jan 23, 2026
Legacy Capital Wealth Partners, LLC History Reduced 4,107 362 0.08% 0.13% 744 -2,353 -36.42% Q4 2025 Jan 16, 2026
PDS Planning, Inc History Added to 4,096 361 0.02% 0.03% 745 +58 1.44% Q4 2025 Jan 26, 2026
EverSource Wealth Advisors, LLC History Reduced 4,079 360 0.01% 0.01% 746 -71 -1.71% Q4 2025 Feb 06, 2026
Carter Financial, LLC History New 4,076 359 0.32% — 747 +4,076 New Q4 2025 Mar 17, 2026
KTF INVESTMENTS, LLC History New 4,052 357 0.06% — 748 +4,052 New Q4 2025 Jan 30, 2026
Cyndeo Wealth Partners, LLC History Reduced 4,034 356 0.02% 0.02% 749 -90 -2.18% Q4 2025 Jan 07, 2026
WIMMER ASSOCIATES 1, LLC History Reduced 4,013 354 0.16% 0.18% 750 -125 -3.02% Q4 2025 Feb 13, 2026
Signature Wealth Management Partners, LLC History No change 4,020 354 0.18% 0.19% 751 0 0.0% Q4 2025 Feb 02, 2026
JBR Co Financial Management Inc History No change 4,000 353 0.15% 0.15% 752 0 0.0% Q4 2025 Jan 06, 2026
Providence First Trust Co History New 3,997 352 0.12% — 753 +3,997 New Q4 2025 Feb 03, 2026
Ridge Creek Global, Inc History New 3,987 352 0.3% — 755 +3,987 New Q4 2025 Feb 13, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 3,989 352 0.08% 0.09% 754 0 0.0% Q4 2025 Feb 02, 2026
REGATTA CAPITAL GROUP, LLC History Added to 3,986 351 0.05% 0.05% 756 +756 23.41% Q4 2025 Jan 13, 2026
Lakeshore Financial Planning, Inc. History Added to 3,945 348 0.12% 0.13% 757 +5 0.13% Q4 2025 Feb 17, 2026
Elyxium Wealth, LLC History Reduced 3,937 347 0.1% 0.12% 758 -39 -0.98% Q4 2025 Feb 05, 2026
WealthSpring Partners, LLC History New 3,919 346 0.35% — 761 +3,919 New Q4 2025 Feb 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 3,920 346 0.0% 0.0% 759 +177 4.73% Q4 2025 Jan 13, 2026
Sigma Planning Corp History Reduced 3,928 346 0.01% 0.01% 760 -28 -0.71% Q4 2025 Jan 30, 2026
Cornerstone Planning Group LLC History Added to 3,987 345 0.05% 0.0% 762 +3,541 793.95% Q4 2025 Feb 02, 2026
SIMON QUICK ADVISORS, LLC History New 3,873 341 0.01% — 763 +3,873 New Q4 2025 Jan 29, 2026
DEFINE FINANCIAL, LLC History Added to 3,858 340 0.19% 0.21% 764 +27 0.7% Q4 2025 Jan 13, 2026
FULTON BANK, N.A. History Reduced 3,836 338 0.01% 0.01% 765 -544 -12.42% Q4 2025 Jan 08, 2026
LJI Wealth Management, LLC History No change 3,798 335 0.05% 0.06% 766 0 0.0% Q4 2025 Feb 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 3,746 330 0.01% 0.01% 767 -1,773 -32.13% Q4 2025 Jan 16, 2026
Vivaldi Capital Management LP History Added to 3,723 328 0.04% 0.05% 768 +32 0.87% Q4 2025 Feb 13, 2026
Sather Financial Group Inc History No change 3,711 327 0.02% 0.02% 769 0 0.0% Q4 2025 Jan 26, 2026
Dorsey & Whitney Trust CO LLC History Added to 3,700 326 0.02% 0.02% 770 +384 11.58% Q4 2025 Feb 11, 2026
WESBANCO BANK INC History Reduced 3,674 324 0.01% 0.02% 771 -2,361 -39.12% Q4 2025 Feb 03, 2026
Brookstone Capital Management History Added to 3,674 324 0.0% 0.0% 772 +683 22.84% Q4 2025 Jan 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 3,666 323 0.02% 0.02% 773 +124 3.5% Q4 2025 Feb 10, 2026
MANCHESTER FINANCIAL INC History Reduced 3,664 323 0.06% 0.07% 774 -70 -1.87% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Added to 3,667 323 0.0% 0.0% 776 +51 1.41% Q4 2025 Feb 13, 2026
CIDEL ASSET MANAGEMENT INC History No change 3,661 323 0.02% 0.02% 775 0 0.0% Q4 2025 Jan 21, 2026
Capula Management Ltd History New 3,651 322 0.0% — 777 +3,651 New Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 3,647 322 0.01% 0.01% 778 +528 16.93% Q4 2025 Jan 23, 2026
Williamson Legacy Group, LLC History Reduced 3,648 322 0.25% 0.25% 779 -18 -0.49% Q4 2025 Feb 09, 2026
Edgestream Partners, L.P. History New 3,626 320 0.01% — 780 +3,626 New Q4 2025 Feb 13, 2026
Alteri Wealth LLC History Reduced 3,632 320 0.1% 0.11% 781 -15 -0.41% Q4 2025 Feb 11, 2026
L2 Asset Management, LLC History Added to 3,623 319 0.04% 0.04% 783 +221 6.5% Q4 2025 Feb 17, 2026
HBK Sorce Advisory LLC History Added to 3,659 319 0.01% 0.01% 782 +23 0.63% Q4 2025 Feb 09, 2026
Wedmont Private Capital History Reduced 3,691 318 0.01% 0.02% 786 -2,559 -40.94% Q4 2025 Jan 08, 2026
CX Institutional History Added to 3,605 318 0.01% 0.01% 785 +273 8.19% Q4 2025 Feb 02, 2026
CONNING INC. History Reduced 3,610 318 0.01% 0.01% 784 -188 -4.95% Q4 2025 Feb 05, 2026
Sovran Advisors, LLC History Reduced 3,477 318 0.03% 0.03% 787 -48 -1.36% Q4 2025 Jan 20, 2026
Urban Wealth Management, LLC History New 3,600 317 0.29% — 788 +3,600 New Q4 2025 Jan 30, 2026
Brown Miller Wealth Management, LLC History No change 3,564 314 0.09% 0.09% 789 0 0.0% Q4 2025 Jan 23, 2026
FineMark National Bank & Trust History No change 3,550 313 0.01% 0.01% 790 0 0.0% Q4 2025 Feb 12, 2026
Centric Wealth Management History No change 3,633 313 0.07% 0.07% 791 0 0.0% Q4 2025 Feb 04, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 3,522 310 0.01% 0.01% 792 +648 22.55% Q4 2025 Jan 12, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 3,515 310 0.07% 0.12% 793 -472 -11.84% Q4 2025 Feb 12, 2026
Trilogy Capital Inc. History Reduced 3,510 309 0.01% 0.01% 794 -30 -0.85% Q4 2025 Jan 22, 2026
OpenArc Corporate Advisory, LLC History New 3,478 307 0.01% — 796 +3,478 New Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Added to 3,479 307 0.01% 0.01% 795 +60 1.75% Q4 2025 Jan 23, 2026
Empire Financial Management Company, LLC History No change 3,444 304 0.07% 0.07% 797 0 0.0% Q4 2025 Feb 12, 2026
FORA Capital, LLC History New 4,342 303 0.04% — 798 +4,342 New Q4 2025 Feb 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 3,428 302 0.0% — 799 +3,428 New Q4 2025 Feb 17, 2026
Cypress Wealth Services, LLC History Added to 3,428 302 0.04% 0.05% 800 +198 6.13% Q4 2025 Jan 14, 2026