SUNCOR ENERGY INC - SU

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ROYAL BANK OF CANADA History New 72,946,844 3,235,921 0.53% — 1 +72,946,844 New Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 55,720,921 2,473,173 0.04% 0.03% 2 +1,166,405 2.14% Q4 2025 Jan 29, 2026
Elliott Investment Management L.P. History No change 52,670,800 2,336,476 10.34% 9.69% 3 0 0.0% Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Added to 36,800,728 1,633,416 0.57% 0.53% 4 +3,946,262 12.01% Q4 2025 Feb 12, 2026
Artisan Partners Limited Partnership History Reduced 32,818,241 1,456,652 2.18% 2.01% 5 -1,050,534 -3.1% Q4 2025 Feb 17, 2026
DODGE & COX History Reduced 27,257,754 1,209,153 0.65% 0.62% 6 -214,200 -0.78% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 26,741,712 1,187,064 1.91% 1.65% 7 +4,754,253 21.62% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History Reduced 23,040,499 1,023,984 0.82% 0.79% 8 -132,348 -0.57% Q4 2025 Feb 10, 2026
TORONTO DOMINION BANK History Added to 21,643,205 960,648 1.42% 1.28% 9 +1,890,213 9.57% Q4 2025 Feb 17, 2026
FIL Ltd History Added to 21,050,387 934,311 0.7% 0.61% 10 +2,592,516 14.05% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 19,371,704 860,933 0.44% 0.4% 11 +516,783 2.74% Q4 2025 Feb 02, 2026
1832 Asset Management L.P. History Reduced 17,791,677 789,238 0.6% 0.61% 12 -745,915 -4.02% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Added to 16,820,924 746,176 0.25% 0.24% 13 +1,289,959 8.31% Q4 2025 Feb 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 16,681,623 741,828 0.61% — 14 +16,681,623 New Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 16,572,479 735,155 0.11% 0.13% 15 -2,487,914 -13.05% Q4 2025 Feb 19, 2026
FMR LLC History Added to 14,095,423 625,578 0.03% 0.02% 16 +4,356,481 44.73% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 13,510,991 599,347 0.07% 0.05% 17 +3,030,727 28.92% Q4 2025 Mar 25, 2026
MORGAN STANLEY History Added to 12,877,899 571,263 0.03% 0.03% 18 +1,917,612 17.5% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 11,485,392 550,279 0.5% 0.38% 19 +3,349,870 41.18% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 11,969,856 544,035 0.03% 0.03% 20 +655,772 5.8% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 12,198,534 541,137 0.11% 0.11% 21 +222,932 1.86% Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Added to 12,029,032 534,399 0.63% 0.6% 22 +148,715 1.25% Q4 2025 Feb 18, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 11,781,229 522,764 0.31% 0.35% 23 -1,554,010 -11.65% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 9,968,771 443,004 0.73% 0.94% 24 -2,882,517 -22.43% Q4 2025 Feb 10, 2026
CIBC Asset Management Inc History Added to 9,851,109 439,545 1.06% 1.06% 25 +1,120,193 12.83% Q4 2025 Feb 10, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 9,795,488 434,776 1.14% 1.31% 26 -169,745 -1.7% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 8,683,863 385,216 0.03% 0.03% 27 -835,797 -8.78% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 8,642,448 383,378 0.09% 0.08% 28 -666,649 -7.16% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 8,125,478 360,446 0.12% 0.24% 29 -10,696,055 -56.83% Q4 2025 Jan 22, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 7,856,625 348,719 0.23% 0.32% 30 -2,917,718 -27.08% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 7,672,525 340,252 1.3% 1.27% 31 -21,257 -0.28% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 6,583,378 292,038 0.02% 0.02% 32 -940,841 -12.5% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 6,016,483 267,041 0.14% 0.0% 33 +5,938,719 7636.85% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 5,750,163 257,698 0.11% 0.05% 34 +3,249,891 129.98% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 5,111,917 226,764 0.04% 0.04% 35 -306,021 -5.65% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 5,007,854 222,150 0.02% 0.03% 36 -600,791 -10.71% Q4 2025 Feb 17, 2026
Capital Research Global Investors History Added to 4,973,331 220,739 0.04% 0.04% 37 +13,028 0.26% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 4,878,399 216,809 0.03% 0.03% 38 +120,163 2.53% Q4 2025 Feb 13, 2026
Cardinal Capital Management, Inc. History Reduced 3,500,373 213,242 4.79% 4.4% 39 -140,650 -3.86% Q4 2025 Jan 22, 2026
FRANKLIN RESOURCES INC History Reduced 4,751,721 210,880 0.05% 0.05% 40 -285,250 -5.66% Q4 2025 Feb 11, 2026
Legal & General Group Plc History Reduced 4,631,639 205,841 0.05% 0.05% 41 -580,081 -11.13% Q4 2025 Feb 09, 2026
Amundi History Reduced 4,513,763 200,230 0.05% 0.06% 42 -9,972 -0.22% Q4 2025 Feb 17, 2026
Beutel, Goodman & Co Ltd. History Reduced 4,454,906 197,988 1.22% 1.46% 43 -1,333,745 -23.04% Q4 2025 Feb 13, 2026
SCOTIA CAPITAL INC. History Added to 4,413,804 195,609 0.79% 0.78% 44 +9,873 0.22% Q4 2025 Feb 12, 2026
TD Waterhouse Canada Inc. History Reduced 4,335,563 192,155 1.2% 1.19% 45 -149,071 -3.32% Q4 2025 Jan 27, 2026
SIG North Trading, ULC History Reduced 3,973,643 176,270 3.22% 3.49% 46 -288,950 -6.78% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Reduced 3,970,557 176,224 0.26% 0.37% 47 -1,057,842 -21.04% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 3,548,304 157,402 0.05% 0.04% 48 +809,333 29.55% Q4 2025 Feb 11, 2026
Merewether Investment Management, LP History Reduced 3,277,504 145,481 3.35% 3.68% 49 -403,800 -10.97% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Reduced 3,252,060 144,261 0.2% 0.18% 50 -59,323 -1.79% Q4 2025 Feb 13, 2026
Swiss National Bank History Reduced 3,204,592 142,525 0.08% 0.09% 51 -327,300 -9.27% Q4 2025 Feb 12, 2026
AGF MANAGEMENT LTD History Added to 2,558,476 139,627 0.61% 0.57% 52 +68,370 2.75% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 3,120,102 138,407 0.02% 0.03% 53 -1,612,930 -34.08% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Reduced 3,057,787 135,643 0.02% 0.02% 54 -715,984 -18.97% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 2,939,170 130,437 0.22% 0.17% 55 -96,861 -3.19% Q4 2025 Feb 17, 2026
Alyeska Investment Group, L.P. History Added to 2,907,613 128,981 0.36% 0.33% 56 +316,750 12.23% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 2,902,693 128,845 0.07% 0.07% 57 -228,217 -7.29% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 2,827,979 125,449 0.02% 0.02% 58 -237,830 -7.76% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,780,909 123,361 0.17% 0.17% 59 +101,018 3.77% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Reduced 2,509,154 111,373 0.12% 0.23% 60 -782,503 -23.77% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 2,289,219 101,608 0.17% 0.0% 61 +2,248,111 5468.79% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 2,261,106 100,488 0.1% 0.11% 62 -88,649 -3.77% Q4 2025 Feb 11, 2026
Alberta Investment Management Corp History Added to 2,116,900 93,959 0.56% 0.63% 63 +12,400 0.59% Q4 2025 Feb 19, 2026
BlackRock, Inc. History Added to 2,083,499 92,424 0.0% 0.0% 64 +113,269 5.75% Q4 2025 Feb 12, 2026
GUARDIAN CAPITAL LP History Added to 1,989,193 88,331 2.62% 2.52% 65 +121,333 6.5% Q4 2025 Feb 18, 2026
MUFG SECURITIES (CANADA), LTD. History Reduced 1,829,078 81,200 2.26% 2.35% 66 -178,528 -8.89% Q4 2025 Feb 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 1,785,496 79,250 0.42% 0.41% 67 +94,353 5.58% Q4 2025 Feb 13, 2026
Recurrent Investment Advisors LLC History Reduced 1,760,388 79,173 5.85% 5.81% 68 -27,287 -1.53% Q4 2025 Feb 13, 2026
LOCUST WOOD CAPITAL ADVISERS, LLC History Reduced 1,784,089 79,142 1.91% 2.35% 69 -466,337 -20.72% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,737,863 77,091 0.01% 0.01% 70 -24,585 -1.39% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,026,718 75,825 0.03% 0.03% 71 +325,560 46.43% Q4 2025 Feb 10, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 1,695,160 75,236 2.16% 1.58% 72 +451,110 36.26% Q4 2025 Feb 02, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Reduced 1,661,252 73,830 1.21% 1.49% 73 -406,125 -19.64% Q4 2025 Feb 11, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 1,484,747 65,863 0.14% 0.16% 74 -285,574 -16.13% Q4 2025 Feb 13, 2026
Quadrature Capital Ltd History New 1,469,349 65,301 0.67% — 75 +1,469,349 New Q4 2025 Feb 17, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History Reduced 1,398,002 62,050 4.26% 3.98% 76 -196,488 -12.32% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Reduced 1,375,693 61,025 0.01% 0.01% 77 -3,948 -0.29% Q4 2025 Feb 17, 2026
Fiera Capital Corp History Reduced 1,373,156 60,966 0.19% 0.21% 78 -183,534 -11.79% Q4 2025 Feb 11, 2026
AustralianSuper Pty Ltd History No change 1,369,647 60,792 0.28% 0.27% 79 0 0.0% Q4 2025 Feb 05, 2026
Clark Capital Management Group, Inc. History Added to 1,302,198 57,765 0.35% 0.21% 80 +492,138 60.75% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 1,285,637 57,137 0.01% 0.01% 81 -10,925 -0.84% Q4 2025 Feb 12, 2026
Korea Investment CORP History Added to 1,146,050 50,933 0.1% 0.09% 82 +44,742 4.06% Q4 2025 Feb 13, 2026
Holocene Advisors, LP History Added to 1,059,644 47,005 0.1% 0.1% 83 +12,897 1.23% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,048,646 46,543 0.02% 0.02% 84 +152,090 16.96% Q4 2025 Feb 13, 2026
Addenda Capital Inc. History Reduced 760,866 46,351 1.36% 1.35% 85 -25,514 -3.24% Q4 2025 Jan 22, 2026
Ruffer LLP History Added to 999,168 44,470 2.02% 2.18% 86 +64,131 6.86% Q4 2025 Jan 28, 2026
NewEdge Wealth, LLC History Added to 1,000,612 44,387 0.5% 0.58% 87 +14,370 1.46% Q4 2025 Feb 03, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 956,383 42,504 0.09% 0.09% 88 +14,762 1.57% Q4 2025 Jan 27, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 954,786 42,437 0.33% 0.24% 89 +327,473 52.2% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 933,207 41,474 0.02% 0.03% 90 -658,979 -41.39% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Added to 777,195 41,306 0.13% 0.1% 91 +41,702 5.67% Q4 2025 Feb 18, 2026
BCV Asset Management Inc. History New 551,389 40,820 1.03% — 92 +551,389 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 854,603 37,910 0.01% 0.01% 93 -781,378 -47.76% Q4 2025 Feb 12, 2026
Hillsdale Investment Management Inc. History Added to 826,617 36,754 1.01% 0.33% 94 +566,195 217.41% Q4 2025 Feb 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 795,609 35,354 0.11% 0.1% 95 +41,412 5.49% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Reduced 786,038 34,933 0.02% 0.05% 96 -1,887,427 -70.6% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Added to 748,342 33,196 0.3% 0.29% 97 +31,771 4.43% Q4 2025 Feb 18, 2026
Focus Partners Wealth History Reduced 739,082 32,746 0.04% 0.05% 98 -35,812 -4.62% Q4 2025 Feb 13, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 536,309 32,672 2.78% 2.58% 99 -21,403 -3.84% Q4 2025 Jan 30, 2026
Allspring Global Investments Holdings, LLC History Reduced 715,263 32,608 0.05% 0.05% 100 -8,702 -1.2% Q4 2025 Jan 15, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 708,400 31,424 0.49% 0.61% 101 -211,000 -22.95% Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Added to 701,991 31,140 0.25% 0.24% 102 +7,849 1.13% Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History Reduced 701,340 31,111 0.06% 0.08% 103 -300,900 -30.02% Q4 2025 Feb 17, 2026
HITE Hedge Asset Management LLC History Added to 698,673 30,993 1.98% 0.89% 104 +307,737 78.72% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 692,474 30,733 0.04% 0.04% 105 -6,767 -0.97% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 691,631 29,907 0.05% 0.05% 106 0 0.0% Q4 2025 Jan 28, 2026
Life Cycle Investment Partners Ltd History New 649,444 28,862 0.2% — 107 +649,444 New Q4 2025 Feb 09, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 595,974 26,437 0.09% 0.15% 108 -459,316 -43.53% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 585,967 25,993 0.01% 0.01% 109 +56,605 10.69% Q4 2025 Feb 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 531,447 23,619 0.05% — 110 +531,447 New Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Added to 525,900 23,328 0.01% 0.01% 111 +39,414 8.1% Q4 2025 Jan 29, 2026
MONTRUSCO BOLTON INVESTMENTS INC. History Reduced 494,481 21,976 0.27% 0.28% 112 -86,948 -14.95% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Reduced 488,587 21,732 0.03% 0.05% 113 -232,181 -32.21% Q4 2025 Mar 09, 2026
NATIXIS ADVISORS, LLC History Reduced 489,727 21,724 0.03% 0.03% 114 -7,317 -1.47% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 376,421 21,645 0.0% 0.01% 115 -95,947 -20.31% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 486,800 21,594 0.03% 0.04% 116 -210,700 -30.21% Q4 2025 Feb 13, 2026
Rempart Asset Management Inc. History Reduced 476,655 21,168 4.0% 3.75% 117 -7,870 -1.62% Q4 2025 Jan 12, 2026
Lighthouse Investment Partners, LLC History Added to 475,000 21,075 0.63% 0.08% 118 +415,000 691.67% Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Reduced 467,473 20,775 0.08% 0.08% 119 -41,139 -8.09% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Reduced 467,229 20,739 0.02% 0.07% 120 -1,268,618 -73.08% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 462,836 20,567 0.02% 0.03% 121 -105,888 -18.62% Q4 2025 Feb 17, 2026
MUFG Securities EMEA plc History New 450,000 19,977 0.23% — 122 +450,000 New Q4 2025 Feb 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 449,145 19,928 0.11% 0.11% 123 +2,331 0.52% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History Added to 431,007 19,155 0.02% 0.02% 124 +15,332 3.69% Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Reduced 400,738 17,807 0.01% 0.01% 125 -1,516 -0.38% Q4 2025 Feb 13, 2026
Cardinal Point Capital Management ULC History Added to 395,317 17,570 1.15% 1.13% 126 +8,998 2.33% Q4 2025 Feb 05, 2026
PDT Partners, LLC History Added to 391,043 17,346 1.13% 0.93% 127 +38,581 10.95% Q4 2025 Feb 17, 2026
Corigliano Investment Advisers, LLC History New 388,000 17,211 6.11% — 128 +388,000 New Q4 2025 Feb 17, 2026
Mediolanum International Funds Ltd History Reduced 386,108 17,205 0.17% 0.19% 129 -37,124 -8.77% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Reduced 386,016 17,127 0.02% 0.04% 130 -484,046 -55.63% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 382,664 17,006 0.0% 0.0% 131 +30,075 8.53% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA TRUST CO History Reduced 375,512 16,657 1.45% 2.02% 132 -144,381 -27.77% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 368,005 16,139 0.04% 0.06% 133 -316,988 -46.28% Q4 2025 Jan 30, 2026
SIR Capital Management, L.P. History New 362,318 16,072 1.78% — 134 +362,318 New Q4 2025 Feb 13, 2026
Harvest Portfolios Group Inc. History Added to 360,668 16,008 0.28% 0.26% 135 +30,210 9.14% Q4 2025 Feb 06, 2026
Guardian Partners Inc. History Added to 293,698 15,407 1.23% 0.93% 136 +26,811 10.05% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 333,390 14,804 0.3% 0.29% 137 +371 0.11% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Reduced 309,127 13,712 0.2% 0.21% 138 -20,563 -6.24% Q4 2025 Feb 03, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 298,377 13,236 0.02% 0.04% 139 -385,249 -56.35% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Reduced 290,690 12,895 0.01% 0.01% 140 -211,210 -42.08% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 286,802 12,722 0.0% 0.0% 141 -89,956 -23.88% Q4 2025 Feb 17, 2026
Man Group plc History New 275,410 12,237 0.02% — 142 +275,410 New Q4 2025 Feb 17, 2026
Northwest & Ethical Investments L.P. History Added to 270,565 12,011 0.27% 0.24% 143 +24,838 10.11% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 265,707 11,786 0.02% 0.03% 144 -88,577 -25.0% Q4 2025 Feb 12, 2026
PEAK6 LLC History Reduced 258,900 11,484 0.02% 0.03% 145 -211,900 -45.01% Q4 2025 Mar 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 246,250 11,140 0.02% 0.02% 146 -236 -0.1% Q4 2025 Jan 08, 2026
FIRST FOUNDATION ADVISORS History Reduced 249,971 11,088 0.42% 0.57% 147 -115,731 -31.65% Q4 2025 Feb 04, 2026
FIRST TRUST ADVISORS LP History Added to 238,876 10,604 0.01% 0.01% 148 +45,670 23.64% Q4 2025 Feb 13, 2026
Aventail Capital Group, LP History New 235,572 10,449 0.6% — 149 +235,572 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 232,674 10,321 0.0% 0.0% 150 -10,803 -4.44% Q4 2025 Feb 11, 2026
Swiss Life Asset Management Ltd History New 230,164 10,217 0.05% — 151 +230,164 New Q4 2025 Feb 04, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Reduced 229,438 10,177 1.65% 1.59% 152 -17,109 -6.94% Q4 2025 Feb 10, 2026
Creative Planning History Added to 222,483 9,869 0.01% 0.01% 153 +38,935 21.21% Q4 2025 Feb 17, 2026
Trexquant Investment LP History New 219,773 9,749 0.09% — 154 +219,773 New Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 217,454 9,646 0.02% 0.02% 155 +3,442 1.61% Q4 2025 Mar 16, 2026
CANADA LIFE ASSURANCE Co History Reduced 215,049 9,549 0.02% 0.01% 156 -5,923 -2.68% Q4 2025 Feb 13, 2026
Investment Management Corp of Ontario History Added to 215,019 9,538 0.13% 0.07% 157 +102,894 91.77% Q4 2025 Feb 17, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 210,000 9,315 0.32% 0.24% 158 +60,200 40.19% Q4 2025 Feb 17, 2026
Sagefield Capital LP History Added to 208,308 9,240 0.78% 0.49% 159 +102,703 97.25% Q4 2025 Feb 17, 2026
Purpose Unlimited Inc. History New 202,706 8,997 0.41% — 160 +202,706 New Q4 2025 Mar 20, 2026
Greenfield Seitz Capital Management, LLC History Reduced 201,755 8,949 2.94% 2.84% 161 -8,916 -4.23% Q4 2025 Feb 12, 2026
Ninepoint Partners LP History Added to 200,098 8,876 0.98% 0.78% 162 +59,224 42.04% Q4 2025 Feb 17, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 195,345 8,665 0.12% 0.16% 163 -90,539 -31.67% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 188,364 8,355 0.0% 0.01% 164 -189,754 -50.18% Q4 2025 Feb 18, 2026
Interval Partners, LP History Added to 183,128 8,123 0.15% 0.03% 165 +146,039 393.75% Q4 2025 Feb 17, 2026
Guinness Asset Management LTD History Reduced 185,323 8,109 0.13% 0.15% 166 -40,689 -18.0% Q4 2025 Feb 09, 2026
Heronetta Management, L.P. History No change 132,000 8,041 4.65% 4.21% 167 0 0.0% Q4 2025 Feb 04, 2026
BEARING POINT CAPITAL, LLC History Added to 179,844 7,977 1.25% 1.19% 168 +14,313 8.65% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Added to 178,686 7,926 0.02% 0.01% 169 +52,373 41.46% Q4 2025 Feb 17, 2026
Meixler Investment Management, Ltd. History Reduced 177,948 7,893 4.79% 6.35% 170 -71,499 -28.66% Q4 2025 Feb 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 177,293 7,864 0.16% 0.16% 171 -7,915 -4.27% Q4 2025 Feb 02, 2026
KEATING INVESTMENT COUNSELORS INC History Added to 176,383 7,824 2.17% 2.08% 172 +1,744 1.0% Q4 2025 Jan 30, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 164,994 7,332 0.06% 0.06% 173 -14,073 -7.86% Q4 2025 Feb 13, 2026
Aviso Financial Inc. History Added to 164,694 7,310 0.28% 0.27% 174 +3,478 2.16% Q4 2025 Feb 13, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 150,003 6,654 0.07% 0.07% 175 -5,656 -3.63% Q4 2025 Feb 17, 2026
Gold Investment Management Ltd. History Reduced 148,079 6,572 2.1% 2.16% 176 -5,227 -3.41% Q4 2025 Jan 28, 2026
BNP Paribas Asset Management Holding S.A. History New 105,248 6,378 0.01% — 177 +105,248 New Q4 2025 Feb 13, 2026
Utah Retirement Systems History No change 136,887 6,083 0.06% 0.06% 178 0 0.0% Q4 2025 Feb 17, 2026
HENNESSY ADVISORS INC History Reduced 136,860 6,071 0.22% 0.21% 179 -7,300 -5.06% Q4 2025 Jan 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 136,000 6,032 0.0% 0.0% 180 +188 0.14% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Added to 135,870 6,027 0.01% 0.0% 181 +32,327 31.22% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 135,532 6,023 0.01% 0.01% 182 -3,497 -2.52% Q4 2025 Feb 12, 2026
Old West Investment Management, LLC History Added to 132,973 5,898 1.05% 0.65% 183 +65,358 96.66% Q4 2025 Feb 17, 2026
USS Investment Management Ltd History No change 127,297 5,649 0.03% 0.02% 184 0 0.0% Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 126,900 5,629 0.04% — 185 +126,900 New Q4 2025 Feb 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 125,124 5,560 0.05% 0.06% 186 -46,835 -27.24% Q4 2025 Feb 10, 2026
STATE STREET CORP History Added to 119,495 5,300 0.0% 0.0% 187 +76,587 178.49% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 118,813 5,273 0.02% 0.02% 188 0 0.0% Q4 2025 Feb 13, 2026
Fairbanks Capital Management, Inc. History Reduced 118,646 5,263 2.9% 2.85% 189 -7,073 -5.63% Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 115,700 5,132 0.01% 0.01% 190 -1,500 -1.28% Q4 2025 Feb 17, 2026
Aldebaran Capital, LLC History Reduced 115,311 5,115 4.59% 4.6% 191 -4,399 -3.67% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 114,471 5,077 0.01% 0.01% 192 +10,445 10.04% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 114,237 5,067 0.17% 0.06% 193 +63,784 126.42% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 111,867 4,962 0.02% 0.02% 194 +1,364 1.23% Q4 2025 Feb 18, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 111,432 4,943 0.0% 0.0% 195 +5,598 5.29% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 110,350 4,901 0.03% 0.03% 196 -942 -0.85% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 110,066 4,882 0.01% 0.01% 197 +37,971 52.67% Q4 2025 Feb 17, 2026
Oxbow Advisors, LLC History Added to 108,612 4,818 0.42% 0.42% 198 +1,023 0.95% Q4 2025 Feb 04, 2026
EASTERLY INVESTMENT PARTNERS LLC History Reduced 108,477 4,812 0.3% 0.45% 199 -49,401 -31.29% Q4 2025 Feb 10, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 108,570 4,811 0.18% 0.17% 200 -169 -0.16% Q4 2025 Jan 28, 2026
Pacifica Partners Inc. History Added to 104,072 4,738 2.11% 1.54% 201 +96 0.09% Q4 2025 Jan 09, 2026
Inlet Private Wealth, LLC History No change 106,670 4,731 1.1% 1.01% 202 0 0.0% Q4 2025 Jan 21, 2026
Vise Technologies, Inc. History Added to 105,215 4,667 0.09% 0.15% 203 +5,771 5.8% Q4 2025 Feb 11, 2026
CWA Asset Management Group, LLC History Reduced 103,831 4,605 0.17% 0.18% 204 -13,948 -11.84% Q4 2025 Jan 07, 2026
Pekin Hardy Strauss, Inc. History Reduced 101,224 4,490 0.42% 0.48% 205 -12,265 -10.81% Q4 2025 Jan 30, 2026
Pinnacle Financial Partners, Inc. History New 100,507 4,458 0.03% — 206 +100,507 New Q4 2025 Feb 18, 2026
LOUISBOURG INVESTMENTS INC. History Added to 96,579 4,292 0.86% 0.58% 207 +32,648 51.07% Q4 2025 Jan 16, 2026
Metis Global Partners, LLC History Reduced 93,566 4,152 0.1% 0.1% 208 -10,428 -10.03% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 93,565 4,149 0.01% 0.01% 209 -71,993 -43.49% Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 92,254 4,099 0.01% — 210 +92,254 New Q4 2025 Feb 17, 2026
MILLER HOWARD INVESTMENTS INC /NY History Reduced 91,718 4,068 0.12% 0.12% 211 -4,316 -4.49% Q4 2025 Jan 27, 2026
LMR Partners LLP History No change 88,900 3,943 0.01% 0.02% 212 0 0.0% Q4 2025 Feb 17, 2026
BARINGS LLC History Reduced 87,175 3,869 0.07% 0.28% 213 -266,680 -75.36% Q4 2025 Feb 12, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 86,881 3,866 0.05% 0.05% 214 -2,148 -2.41% Q4 2025 Feb 03, 2026
Walleye Capital LLC History Reduced 85,580 3,796 0.01% 0.02% 215 -26,554 -23.68% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 83,418 3,700 0.0% 0.0% 216 -7,729 -8.48% Q4 2025 Feb 13, 2026
X-Square Capital, LLC History Reduced 82,940 3,679 1.21% 1.12% 217 -2,611 -3.05% Q4 2025 Feb 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 82,532 3,661 0.07% 0.07% 218 -625 -0.75% Q4 2025 Jan 23, 2026
Mariner, LLC History Added to 81,483 3,615 0.0% 0.0% 219 +8,213 11.21% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 81,355 3,608 0.11% 0.11% 220 +32 0.04% Q4 2025 Jan 30, 2026
Vanguard Personalized Indexing Management, LLC History Added to 81,046 3,595 0.04% 0.03% 221 +7,501 10.2% Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 80,000 3,548 0.01% — 222 +80,000 New Q4 2025 Feb 17, 2026
Atom Investors LP History Reduced 79,965 3,547 0.28% 0.27% 223 -4,375 -5.19% Q4 2025 Feb 17, 2026
WASATCH ADVISORS LP History New 77,142 3,423 0.02% — 224 +77,142 New Q4 2025 Feb 12, 2026
CoreCommodity Management, LLC History Reduced 76,739 3,408 0.72% 0.69% 225 -13,870 -15.31% Q4 2025 Feb 12, 2026
STOCK YARDS BANK & TRUST CO History Reduced 75,718 3,358 0.1% 0.1% 226 -2,102 -2.7% Q4 2025 Jan 21, 2026
PCJ Investment Counsel Ltd. History Added to 75,180 3,336 0.83% 0.85% 227 +2,310 3.17% Q4 2025 Feb 10, 2026
K.J. Harrison & Partners Inc History Reduced 73,172 3,252 0.43% 0.49% 229 -10,000 -12.02% Q4 2025 Feb 03, 2026
US BANCORP \DE\ History Added to 73,325 3,252 0.0% 0.0% 228 +6,410 9.58% Q4 2025 Jan 30, 2026
PRUDENTIAL PLC History Added to 68,901 3,058 0.02% 0.02% 230 +33 0.05% Q4 2025 Feb 11, 2026
Beverly Hills Private Wealth, LLC History Reduced 68,745 3,049 0.52% 0.56% 231 -6,763 -8.96% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 65,813 2,919 0.01% 0.0% 232 +50,745 336.77% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Reduced 64,269 2,855 0.0% 0.0% 233 -9,771 -13.2% Q4 2025 Feb 05, 2026
Cerity Partners LLC History Reduced 63,852 2,834 0.0% 0.0% 234 -2,525 -3.8% Q4 2025 Feb 11, 2026
Twin Tree Management, LP History Reduced 63,692 2,825 0.02% 0.12% 235 -648,008 -91.05% Q4 2025 Feb 11, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History Reduced 63,640 2,823 1.77% 1.98% 236 -15,500 -19.59% Q4 2025 Feb 12, 2026
Triasima Portfolio Management inc. History Added to 61,062 2,713 0.41% 0.03% 237 +55,920 1087.51% Q4 2025 Feb 02, 2026
BURLING WEALTH PARTNERS, LLC History Added to 60,834 2,698 0.42% 0.34% 238 +11,507 23.33% Q4 2025 Feb 06, 2026
Ashton Thomas Private Wealth, LLC History Added to 60,438 2,681 0.07% 0.07% 239 +182 0.3% Q4 2025 Jan 29, 2026
NOMURA HOLDINGS INC History New 60,000 2,661 0.0% — 240 +60,000 New Q4 2025 Feb 17, 2026
Gulf International Bank (UK) Ltd History No change 59,925 2,660 0.09% 0.11% 241 0 0.0% Q4 2025 Feb 10, 2026
Royal Fund Management, LLC History Reduced 59,287 2,629 0.24% 0.45% 242 -32,056 -35.09% Q4 2025 Jan 15, 2026
HANCOCK WHITNEY CORP History Added to 57,596 2,554 0.05% 0.04% 243 +856 1.51% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 57,323 2,542 0.04% 0.03% 244 +13,700 31.41% Q4 2025 Jan 08, 2026
Gotham Asset Management, LLC History Added to 56,356 2,499 0.01% 0.0% 245 +34,810 161.56% Q4 2025 Feb 17, 2026
MONTGOMERY INVESTMENT MANAGEMENT INC History Reduced 56,200 2,493 0.9% 0.83% 246 -100 -0.18% Q4 2025 Jan 16, 2026
Ensign Peak Advisors, Inc History No change 54,792 2,435 0.0% 0.0% 247 0 0.0% Q4 2025 Feb 12, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 54,777 2,429 0.03% 0.03% 248 -7,167 -11.57% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Reduced 54,669 2,425 0.04% 0.04% 249 -605 -1.09% Q4 2025 Feb 13, 2026
VELA Investment Management, LLC History Reduced 54,368 2,411 0.57% 0.63% 250 -7,631 -12.31% Q4 2025 Feb 02, 2026
Employees Retirement System of Texas History No change 53,681 2,381 0.02% 0.02% 251 0 0.0% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Added to 53,120 2,356 0.01% 0.01% 252 +1,141 2.2% Q4 2025 Feb 03, 2026
Nitor Capital Management LLC History New 52,193 2,315 2.06% — 253 +52,193 New Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 50,956 2,260 0.02% 0.01% 254 +13,806 37.16% Q4 2025 Jan 05, 2026
Simmons Bank History Added to 50,569 2,243 0.15% 0.14% 255 +1,169 2.37% Q4 2025 Feb 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 49,724 2,205 0.0% 0.0% 256 -5,644 -10.19% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 49,267 2,185 0.01% 0.01% 257 +5,310 12.08% Q4 2025 Feb 13, 2026
Entropy Technologies, LP History Reduced 48,812 2,165 0.12% 0.31% 258 -50,068 -50.64% Q4 2025 Feb 13, 2026
Capital World Investors History Reduced 48,740 2,163 0.0% 0.0% 259 -3,970 -7.53% Q4 2025 Feb 11, 2026
HEARTLAND ADVISORS INC History Reduced 46,504 2,062 0.11% 0.1% 260 -735 -1.56% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 45,590 2,022 0.0% 0.0% 261 +15,729 52.67% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 45,513 2,018 0.01% 0.01% 262 -374 -0.82% Q4 2025 Feb 06, 2026
AVIVA PLC History Reduced 44,660 1,983 0.0% 0.0% 263 -1,995 -4.28% Q4 2025 Feb 12, 2026
OPAL CAPITAL LLC History New 42,841 1,900 0.47% — 265 +42,841 New Q4 2025 Feb 17, 2026
TrueMark Investments, LLC History Added to 42,841 1,900 0.36% 0.27% 264 +5,559 14.91% Q4 2025 Jan 14, 2026
Wahed Invest LLC History Added to 41,742 1,855 0.24% 0.2% 266 +7,483 21.84% Q4 2025 Feb 18, 2026
Westerkirk Capital Inc. History Reduced 40,610 1,803 0.18% 0.41% 267 -44,600 -52.34% Q4 2025 Feb 11, 2026
South Dakota Investment Council History Reduced 39,996 1,774 0.03% 0.04% 268 -12,100 -23.23% Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History Reduced 38,895 1,725 0.02% 0.02% 269 -8,523 -17.97% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Reduced 38,274 1,699 0.0% 0.06% 270 -1,052,640 -96.49% Q4 2025 Jan 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 38,037 1,687 0.13% 0.13% 271 +598 1.6% Q4 2025 Jan 07, 2026
PINNACLE ASSOCIATES LTD History Reduced 37,989 1,685 0.02% 0.02% 272 -3,730 -8.94% Q4 2025 Feb 05, 2026
Tidal Investments LLC History Reduced 37,886 1,680 0.0% 0.0% 273 -11,037 -22.56% Q4 2025 Feb 13, 2026
FOSTER & MOTLEY INC History Reduced 37,709 1,673 0.09% 0.09% 274 -311 -0.82% Q4 2025 Jan 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 36,923 1,638 0.0% 0.0% 275 +7,381 24.98% Q4 2025 Feb 05, 2026
XTX Topco Ltd History Reduced 36,141 1,603 0.04% 0.19% 276 -52,527 -59.24% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 35,988 1,596 0.02% 0.02% 277 +357 1.0% Q4 2025 Jan 20, 2026
Private Advisor Group, LLC History Added to 35,470 1,573 0.01% 0.01% 278 +1,058 3.07% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 35,148 1,559 0.0% 0.0% 279 -5,967 -14.51% Q4 2025 Feb 17, 2026
Dockside LLC History New 35,038 1,554 0.4% — 280 +35,038 New Q4 2025 Feb 13, 2026
Live Oak Investment Partners History Added to 34,737 1,540 0.95% 0.73% 281 +8,206 30.93% Q4 2025 Jan 29, 2026
Advisors Asset Management, Inc. History Reduced 34,203 1,517 0.03% 0.03% 282 -8,880 -20.61% Q4 2025 Feb 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 34,177 1,516 0.0% 0.0% 283 -565 -1.63% Q4 2025 Jan 23, 2026
Amova Asset Management Americas, Inc. History Reduced 34,177 1,516 0.02% 0.01% 284 -565 -1.63% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 33,464 1,484 0.03% 0.03% 285 +5,232 18.53% Q4 2025 Jan 28, 2026
SUMITOMO LIFE INSURANCE CO History Added to 33,323 1,478 0.04% 0.04% 286 +289 0.87% Q4 2025 Feb 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 33,323 1,478 0.01% 0.01% 287 +289 0.87% Q4 2025 Feb 03, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 31,343 1,463 0.19% 0.17% 288 -68 -0.22% Q4 2025 Jan 12, 2026
UniSuper Management Pty Ltd History Added to 24,000 1,462 0.01% 0.01% 289 +2,600 12.15% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Reduced 32,800 1,455 0.0% 0.0% 290 -2,909 -8.15% Q4 2025 Feb 11, 2026
Laird Norton Wetherby Trust Company, LLC History New 32,675 1,449 0.03% — 291 +32,675 New Q4 2025 Feb 17, 2026
SCP Investment, LP History Reduced 32,600 1,446 1.18% 1.54% 292 -13,200 -28.82% Q4 2025 Feb 10, 2026
PKO Investment Management Joint-Stock Co History Reduced 32,500 1,445 0.12% 0.14% 293 -6,700 -17.09% Q4 2025 Feb 02, 2026
SEI INVESTMENTS CO History Reduced 31,799 1,410 0.0% 0.0% 294 -29,909 -48.47% Q4 2025 Feb 13, 2026
Cannell & Spears LLC History No change 31,800 1,410 0.03% 0.03% 295 0 0.0% Q4 2025 Feb 17, 2026
Qtron Investments LLC History Added to 31,661 1,407 0.18% 0.05% 296 +21,291 205.31% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 31,391 1,392 0.0% 0.0% 297 -2,638 -7.75% Q4 2025 Feb 02, 2026
denkapparat Operations GmbH History Added to 31,200 1,384 0.75% 0.55% 298 +10,700 52.2% Q4 2025 Feb 12, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 29,801 1,321 0.04% 0.04% 299 0 0.0% Q4 2025 Jan 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 28,845 1,279 0.02% 0.01% 300 +10,241 55.05% Q4 2025 Feb 12, 2026
World Investment Advisors History Added to 28,830 1,278 0.02% 0.02% 301 +788 2.81% Q4 2025 Mar 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 28,748 1,275 0.04% 0.04% 302 +212 0.74% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 28,474 1,263 0.0% 0.0% 303 +6,012 26.77% Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History Reduced 28,051 1,244 0.01% 0.01% 304 -21,609 -43.51% Q4 2025 Jan 29, 2026
SG Americas Securities, LLC History Reduced 826,300 1,224 0.0% 0.01% 305 -11,809 -1.41% Q4 2025 Jan 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 27,022 1,198 0.0% 0.0% 306 +1,027 3.95% Q4 2025 Feb 09, 2026
Alphadyne Asset Management LP History New 26,790 1,188 0.03% — 307 +26,790 New Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 26,300 1,168 0.0% 0.0% 308 -11,800 -30.97% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 25,860 1,147 0.0% — 309 +25,860 New Q4 2025 Feb 13, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 25,142 1,115 0.76% 0.75% 310 0 0.0% Q4 2025 Feb 13, 2026
Archford Capital Strategies, LLC History Added to 24,786 1,099 0.13% 0.12% 311 +1,169 4.95% Q4 2025 Jan 15, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 24,622 1,092 0.11% 0.1% 312 0 0.0% Q4 2025 Jan 20, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 24,500 1,086 0.0% 11.97% 313 -37,200 -60.29% Q4 2025 Feb 17, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 24,088 1,068 0.44% 0.43% 314 -241 -0.99% Q4 2025 Jan 14, 2026
BENJAMIN EDWARDS INC History Reduced 23,888 1,059 0.01% 0.01% 315 -601 -2.45% Q4 2025 Feb 02, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 23,835 1,057 0.02% 0.02% 316 -2,087 -8.05% Q4 2025 Feb 09, 2026
Strategic Global Advisors, LLC History Added to 23,044 1,022 0.16% 0.07% 317 +12,470 117.93% Q4 2025 Feb 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 22,865 1,015 0.0% 0.01% 318 -20,196 -46.9% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Added to 22,840 1,013 0.07% 0.07% 319 +250 1.11% Q4 2025 Feb 10, 2026
CHESAPEAKE CAPITAL CORP /IL/ History Added to 22,741 1,008 0.84% 0.85% 320 +203 0.9% Q4 2025 Feb 03, 2026
Mraz, Amerine & Associates, Inc. History No change 22,392 993 0.15% 0.15% 321 0 0.0% Q4 2025 Feb 06, 2026
State of Wyoming History Added to 22,328 992 0.11% 0.05% 322 +12,752 133.17% Q4 2025 Feb 11, 2026
SYON CAPITAL LLC History Reduced 22,199 984 0.05% 0.05% 323 -230 -1.03% Q4 2025 Feb 11, 2026
EVOLVE PRIVATE WEALTH, LLC History New 22,065 978 0.06% — 324 +22,065 New Q4 2025 Feb 17, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 21,852 971 0.14% 0.13% 325 -584 -2.6% Q4 2025 Jan 20, 2026
GS Investments, Inc. History Reduced 21,400 949 0.52% 0.64% 326 -9,428 -30.58% Q4 2025 Feb 09, 2026
Greenline Partners, LLC History No change 21,224 941 0.11% 0.11% 327 0 0.0% Q4 2025 Feb 17, 2026
One Capital Management, LLC History New 21,144 939 0.03% — 328 +21,144 New Q4 2025 Feb 10, 2026
EVERETT HARRIS & CO /CA/ History No change 20,675 917 0.01% 0.01% 329 0 0.0% Q4 2025 Feb 11, 2026
BURNEY CO/ History Added to 20,208 896 0.03% 0.03% 330 +261 1.31% Q4 2025 Jan 23, 2026
HighTower Advisors, LLC History Added to 20,078 890 0.0% 0.0% 331 +847 4.4% Q4 2025 Feb 06, 2026
CHICAGO TRUST Co NA History Added to 20,011 887 0.14% 0.12% 332 +141 0.71% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Added to 19,830 879 0.0% 0.0% 333 +1,931 10.79% Q4 2025 Feb 17, 2026
Frank, Rimerman Advisors LLC History Added to 19,787 877 0.06% 0.05% 334 +27 0.14% Q4 2025 Jan 15, 2026
Schonfeld Strategic Advisors LLC History Reduced 19,388 860 0.0% 0.02% 335 -76,040 -79.68% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 18,819 834 0.0% 0.0% 336 +3,605 23.7% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 18,700 829 0.01% — 337 +18,700 New Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Reduced 18,683 828 0.02% 0.02% 338 -7 -0.04% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 18,462 818 0.0% 0.0% 339 +6,917 59.91% Q4 2025 Jan 23, 2026
Magnetar Financial LLC History Reduced 18,400 816 0.01% 0.01% 340 -4,147 -18.39% Q4 2025 Feb 17, 2026
Robertson Stephens Wealth Management, LLC History Reduced 17,774 788 0.02% 0.02% 341 -218 -1.21% Q4 2025 Feb 02, 2026
IEQ CAPITAL, LLC History Added to 17,537 777 0.0% 0.0% 343 +1,215 7.44% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Added to 17,523 777 0.01% 0.01% 342 +129 0.74% Q4 2025 Jan 13, 2026
Sustainable Insight Capital Management, LLC History New 17,400 772 0.26% — 344 +17,400 New Q4 2025 Feb 12, 2026
Savant Capital, LLC History Added to 17,313 768 0.0% 0.0% 345 +3,677 26.97% Q4 2025 Feb 10, 2026
Delta Investment Management, LLC History No change 17,194 762 0.13% 0.13% 346 0 0.0% Q4 2025 Jan 30, 2026
HB Wealth Management, LLC History Added to 17,050 756 0.0% 0.0% 347 +801 4.93% Q4 2025 Jan 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 16,982 753 0.01% 0.01% 348 +436 2.64% Q4 2025 Jan 29, 2026
Investors Research Corp History Reduced 16,902 749 0.14% 0.14% 349 -850 -4.79% Q4 2025 Jan 06, 2026
Jackson Hole Capital Partners, LLC History No change 16,700 740 0.13% 0.12% 350 0 0.0% Q4 2025 Jan 30, 2026
Heritage Family Offices, LLP History Reduced 16,301 723 0.33% 0.35% 351 -1,776 -9.82% Q4 2025 Jan 12, 2026
Compound Planning, Inc. History Added to 16,200 718 0.02% 0.02% 352 +794 5.15% Q4 2025 Feb 19, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 16,046 711 0.01% 0.01% 353 +125 0.79% Q4 2025 Feb 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 14,290 705 0.01% 0.01% 354 0 0.0% Q4 2025 Jan 21, 2026
Steward Partners Investment Advisory, LLC History Added to 15,626 693 0.0% 0.0% 355 +1,553 11.04% Q4 2025 Feb 12, 2026
COURIER CAPITAL LLC History Reduced 15,515 688 0.04% 0.04% 356 -1,010 -6.11% Q4 2025 Jan 29, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 15,500 687 0.05% 0.05% 357 -1,293 -7.7% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 15,202 674 0.01% 0.01% 359 -1,531 -9.15% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Added to 15,208 674 0.08% 0.07% 358 +644 4.42% Q4 2025 Jan 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 15,135 671 0.01% 0.02% 360 -347 -2.24% Q4 2025 Jan 27, 2026
HUNTINGTON NATIONAL BANK History Reduced 15,054 667 0.0% 0.0% 361 -1,614 -9.68% Q4 2025 Feb 09, 2026
Formidable Asset Management, LLC History Added to 15,833 661 0.1% 0.08% 362 +2,297 16.97% Q4 2025 Jan 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 14,746 654 0.0% 0.0% 363 +1,291 9.59% Q4 2025 Feb 18, 2026
Inspire Advisors, LLC History Reduced 14,563 646 0.06% 0.06% 364 -858 -5.56% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 13,985 620 0.0% 0.01% 365 -13,962 -49.96% Q4 2025 Feb 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 13,820 613 0.04% 0.05% 367 -5,676 -29.11% Q4 2025 Feb 10, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 13,832 613 0.23% 0.23% 366 -121 -0.87% Q4 2025 Jan 13, 2026
CERTUITY, LLC History Reduced 13,806 612 0.04% 0.04% 368 -1,534 -10.0% Q4 2025 Jan 30, 2026
New England Research & Management, Inc. History New 13,730 609 0.27% — 369 +13,730 New Q4 2025 Jan 07, 2026
Candriam S.C.A. History Added to 13,528 601 0.0% 0.0% 370 +6,798 101.01% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 13,451 596 0.0% 0.01% 371 +374 2.86% Q4 2025 Jan 26, 2026
Winthrop Capital Management, LLC History Reduced 13,394 594 0.14% 0.14% 372 -412 -2.98% Q4 2025 Feb 10, 2026
BRANDYWINE TRUST CO History No change 13,000 576 0.1% 0.08% 373 0 0.0% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Reduced 12,703 563 0.0% 0.01% 374 -9,481 -42.74% Q4 2025 Jan 27, 2026
Ruggaard & Associates LLC History Added to 12,526 555 0.22% 0.18% 375 +981 8.5% Q4 2025 Feb 20, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 12,500 554 0.25% 0.27% 376 0 0.0% Q4 2025 Feb 10, 2026
Morningstar Investment Management LLC History New 11,911 529 0.03% — 377 +11,911 New Q4 2025 Feb 09, 2026
Crewe Advisors LLC History No change 11,905 528 0.05% 0.05% 378 0 0.0% Q4 2025 Jan 16, 2026
Aviance Capital Partners, LLC History Reduced 11,713 519 0.06% 0.06% 379 -76 -0.64% Q4 2025 Feb 06, 2026
GLENMEDE TRUST CO NA History New 11,604 514 0.0% — 380 +11,604 New Q4 2025 Feb 17, 2026
First Bank & Trust History Reduced 11,567 513 0.08% 0.08% 381 -232 -1.97% Q4 2025 Jan 12, 2026
Waverly Advisors, LLC History Added to 11,477 509 0.0% 0.0% 382 +734 6.83% Q4 2025 Feb 17, 2026
Baron Wealth Management LLC History Added to 11,342 503 0.16% 0.15% 383 +459 4.22% Q4 2025 Jan 14, 2026
Wealthspire Advisors, LLC History Added to 11,338 502 0.0% 0.0% 384 +6,361 127.81% Q4 2025 Feb 13, 2026
Kathmere Capital Management, LLC History Added to 11,144 494 0.03% 0.03% 385 +833 8.08% Q4 2025 Jan 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 10,915 484 0.01% 0.01% 386 0 0.0% Q4 2025 Feb 03, 2026
CIBC Private Wealth Group LLC History Added to 10,787 478 0.0% 0.0% 387 +566 5.54% Q4 2025 Feb 12, 2026
Rathbones Group PLC History No change 10,450 464 0.0% 0.0% 388 0 0.0% Q4 2025 Feb 06, 2026
NATIXIS History Reduced 10,222 453 0.0% 0.0% 389 -268 -2.55% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 10,212 452 0.01% 0.01% 390 +2,613 34.39% Q4 2025 Feb 04, 2026
Arax Advisory Partners History Reduced 10,184 451 0.01% 0.01% 391 -5,868 -36.56% Q4 2025 Feb 13, 2026
Institute for Wealth Management, LLC. History No change 10,023 444 0.05% 0.04% 392 0 0.0% Q4 2025 Jan 27, 2026
Forum Financial Management, LP History Added to 9,688 429 0.01% 0.01% 394 +70 0.73% Q4 2025 Jan 27, 2026
LEUTHOLD GROUP, LLC History Added to 9,692 429 0.05% 0.04% 393 +39 0.4% Q4 2025 Feb 05, 2026
Value Partners Investments Inc. History Added to 9,485 421 0.03% 0.03% 395 +916 10.69% Q4 2025 Jan 08, 2026
Hills Bank & Trust Co History No change 9,417 417 0.02% 0.02% 396 0 0.0% Q4 2025 Feb 05, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 9,341 414 0.0% — 397 +9,341 New Q4 2025 Feb 17, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 9,228 409 0.02% 0.02% 398 0 0.0% Q4 2025 Jan 23, 2026
VAN DEN BERG MANAGEMENT I, INC History Reduced 9,168 406 0.09% 0.1% 399 -55 -0.6% Q4 2025 Feb 17, 2026
3Chopt Investment Partners, LLC History New 9,135 405 0.09% — 400 +9,135 New Q4 2025 Feb 10, 2026
Mayflower Financial Advisors, LLC History New 9,106 403 0.05% — 401 +9,106 New Q4 2025 Jan 13, 2026
Asset Dedication, LLC History No change 9,021 400 0.03% 0.03% 402 0 0.0% Q4 2025 Jan 26, 2026
LEIGH BALDWIN & CO., LLC History Added to 9,001 399 0.26% 0.2% 403 +316 3.64% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Reduced 8,982 398 0.0% 0.0% 404 -1,506 -14.36% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 8,938 396 0.01% 0.01% 405 +35 0.39% Q4 2025 Jan 14, 2026
Parallax Volatility Advisers, L.P. History Reduced 8,886 394 0.0% 0.01% 406 -81,114 -90.13% Q4 2025 Feb 17, 2026
Claret Asset Management Corp History Reduced 8,720 387 0.04% 0.05% 407 -384 -4.22% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Added to 8,622 382 0.01% 0.01% 408 +118 1.39% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 8,601 381 0.0% 0.0% 409 +400 4.88% Q4 2025 Feb 06, 2026
Avise Financial Cooperative, Inc. History New 8,522 378 0.34% — 410 +8,522 New Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Reduced 8,500 377 0.0% 0.0% 411 -40,000 -82.47% Q4 2025 Feb 13, 2026
Sage Investment Counsel LLC History No change 8,400 372 0.41% 0.39% 412 0 0.0% Q4 2025 Jan 23, 2026
Sivia Capital Partners, LLC History New 8,363 370 0.07% — 413 +8,363 New Q4 2025 Feb 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 8,302 368 0.01% 0.01% 414 -3,974 -32.37% Q4 2025 Feb 09, 2026
Faithward Advisors, LLC History Added to 8,286 367 0.05% 0.05% 415 +6 0.07% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History New 8,253 366 0.01% — 418 +8,253 New Q4 2025 Feb 17, 2026
Guinness Atkinson Asset Management Inc History Reduced 8,373 366 0.17% 0.21% 416 -2,115 -20.17% Q4 2025 Feb 10, 2026
Independence Bank of Kentucky History Reduced 8,270 366 0.05% 0.04% 417 -25 -0.3% Q4 2025 Jan 20, 2026
CWM, LLC History Added to 8,231 365 0.0% 0.0% 419 +825 11.14% Q4 2025 Jan 26, 2026
Checchi Capital Advisers, LLC History Reduced 8,196 363 0.02% 0.02% 420 -80 -0.97% Q4 2025 Jan 27, 2026
Keystone Wealth Services, LLC History No change 8,139 361 0.08% 0.07% 421 0 0.0% Q4 2025 Jan 26, 2026
Callan Family Office, LLC History New 8,130 360 0.01% — 422 +8,130 New Q4 2025 Feb 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 7,886 349 0.01% — 423 +7,886 New Q4 2025 Jan 16, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 7,855 349 0.02% 0.02% 424 -1,947 -19.86% Q4 2025 Jan 21, 2026
AXS Investments LLC History Reduced 7,871 349 0.17% 0.15% 425 -262 -3.22% Q4 2025 Feb 10, 2026
Lifetime Wealth Management P.C. History New 7,715 342 0.21% — 426 +7,715 New Q4 2025 Mar 25, 2026
Hardy Reed LLC History Added to 7,618 337 0.02% 0.02% 427 +393 5.44% Q4 2025 Feb 06, 2026
D'Orazio & Associates, Inc. History Added to 7,549 334 0.04% 0.04% 428 +250 3.43% Q4 2025 Feb 04, 2026
Roxbury Financial LLC History Reduced 7,546 334 0.3% 0.29% 429 -78 -1.02% Q4 2025 Jan 05, 2026
Lido Advisors, LLC History Added to 7,867 329 0.0% 0.0% 430 +64 0.82% Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History No change 7,309 324 0.02% 0.02% 431 0 0.0% Q4 2025 Jan 14, 2026
STEPH & CO History Reduced 7,286 323 0.09% 0.11% 432 -993 -11.99% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Reduced 7,193 319 0.01% 0.02% 433 -7,884 -52.29% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 7,092 314 0.01% 0.01% 434 +863 13.85% Q4 2025 Jan 21, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 6,985 314 0.14% 0.12% 435 +87 1.26% Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 7,070 313 0.0% 0.0% 436 -1,333 -15.86% Q4 2025 Jan 30, 2026
MAI Capital Management History Reduced 7,062 313 0.0% 0.0% 437 -178 -2.46% Q4 2025 Feb 13, 2026
Texas Capital Bank Wealth Management Services Inc History New 7,009 310 0.02% — 438 +7,009 New Q4 2025 Feb 09, 2026
August Group Capital Ltd History New 6,938 308 0.34% — 440 +6,938 New Q4 2025 Feb 12, 2026
Net Worth Advisory Group History Added to 6,946 308 0.06% 0.08% 439 +171 2.52% Q4 2025 Jan 14, 2026
CHOREO, LLC History Reduced 6,850 304 0.0% 0.0% 441 -339 -4.72% Q4 2025 Jan 23, 2026
EP Wealth Advisors, LLC History New 6,809 302 0.0% — 443 +6,809 New Q4 2025 Feb 18, 2026
Atria Investments, Inc History Added to 6,814 302 0.0% 0.0% 442 +89 1.32% Q4 2025 Feb 05, 2026
GREENLEAF TRUST History Reduced 6,791 301 0.0% 0.0% 444 -103 -1.49% Q4 2025 Jan 21, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History New 4,900 298 0.14% — 445 +4,900 New Q4 2025 Jan 29, 2026
Family Manage LLC History Added to 6,703 297 0.04% 0.03% 446 +1,548 30.03% Q4 2025 Feb 17, 2026
Alan B Lancz & Associates, Inc. History No change 6,700 297 0.26% 0.25% 447 0 0.0% Q4 2025 Feb 06, 2026
Ascent Group, LLC History Reduced 6,680 296 0.01% 0.01% 448 -847 -11.25% Q4 2025 Jan 20, 2026
Stratos Wealth Partners, LTD. History Added to 6,651 295 0.0% 0.0% 449 +132 2.02% Q4 2025 Jan 20, 2026
PDS Planning, Inc History Added to 6,635 294 0.02% 0.02% 450 +73 1.11% Q4 2025 Jan 26, 2026
Cumberland Partners Ltd History New 6,620 293 0.02% — 451 +6,620 New Q4 2025 Feb 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 6,584 292 0.01% 0.01% 452 +242 3.82% Q4 2025 Jan 07, 2026
Clarius Group, LLC History No change 6,528 289 0.02% 0.02% 453 0 0.0% Q4 2025 Jan 14, 2026
CURA WEALTH ADVISORS, LLC History Reduced 6,406 284 0.11% 0.1% 454 -79 -1.22% Q4 2025 Jan 23, 2026
Fractal Investments LLC History No change 6,400 283 0.04% 0.04% 455 0 0.0% Q4 2025 Jan 27, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History New 6,306 280 0.16% — 456 +6,306 New Q4 2025 Feb 04, 2026
HUB Investment Partners, LLC History Reduced 6,307 279 0.01% 0.01% 457 -28 -0.44% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 6,211 275 0.0% 0.0% 458 +1,183 23.53% Q4 2025 Jan 23, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 6,195 274 0.02% 0.02% 459 0 0.0% Q4 2025 Feb 05, 2026
Pure Financial Advisors, LLC History New 6,170 273 0.05% — 460 +6,170 New Q4 2025 Mar 04, 2026
Advisory Services Network, LLC History Reduced 6,140 272 0.0% 0.0% 461 -849 -12.15% Q4 2025 Feb 17, 2026
DGS Capital Management, LLC History Added to 6,149 272 0.05% 0.05% 462 +193 3.24% Q4 2025 Feb 24, 2026
Global Retirement Partners, LLC History Added to 6,026 267 0.0% 0.0% 464 +2,338 63.39% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Added to 6,035 267 0.0% 0.0% 463 +348 6.12% Q4 2025 Feb 02, 2026
Sequent Planning LLC History Reduced 5,996 265 0.07% 0.3% 465 -18,975 -75.99% Q4 2025 Feb 05, 2026
Corient IA LLC History Reduced 5,960 264 0.25% 0.31% 466 -4,040 -40.4% Q4 2025 Feb 13, 2026
Scientech Research LLC History New 5,949 263 0.17% — 467 +5,949 New Q4 2025 Feb 17, 2026
Lester Murray Antman dba SimplyRich History Added to 5,920 262 0.07% 0.06% 468 +870 17.23% Q4 2025 Jan 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 5,904 261 0.0% 0.0% 469 +616 11.65% Q4 2025 Feb 17, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 5,000 260 0.0% 0.0% 470 0 0.0% Q4 2025 Jan 28, 2026
Inspire Investing, LLC History Added to 5,824 258 0.02% 0.02% 471 +178 3.15% Q4 2025 Feb 17, 2026
Larry Mathis Financial Planning, LLC History New 5,800 257 0.23% — 472 +5,800 New Q4 2025 Mar 11, 2026
Bryn Mawr Trust Advisors, LLC History Added to 5,742 254 0.01% 0.01% 473 +196 3.53% Q4 2025 Feb 04, 2026
Keel Point, LLC History Added to 5,683 252 0.02% 0.01% 474 +68 1.21% Q4 2025 Feb 12, 2026
Avior Wealth Management, LLC History No change 5,640 250 0.01% 0.01% 475 0 0.0% Q4 2025 Jan 06, 2026
Fox Hill Wealth Management History Reduced 5,631 249 0.12% 0.11% 476 -123 -2.14% Q4 2025 Feb 12, 2026
Bridgewater Advisors Inc. History New 4,832 244 0.02% — 477 +4,832 New Q4 2025 Jan 23, 2026
CHILTON INVESTMENT CO INC. History No change 5,500 243 0.01% 0.0% 478 0 0.0% Q4 2025 Feb 17, 2026
Syverson Strege & Co History Reduced 5,468 242 0.06% 0.05% 480 -9 -0.16% Q4 2025 Feb 09, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 5,467 242 0.02% 0.02% 479 0 0.0% Q4 2025 Jan 12, 2026
Intelligence Driven Advisers, LLC History Reduced 5,396 239 0.03% 0.03% 481 -63 -1.15% Q4 2025 Jan 23, 2026
Goldstein Advisors, LLC History Reduced 5,374 238 0.03% 0.03% 482 -1 -0.02% Q4 2025 Feb 10, 2026
Northern Financial Advisors Inc History Reduced 5,308 235 0.27% 0.16% 483 -2,000 -27.37% Q4 2025 Jan 27, 2026
FIRST CITIZENS BANK & TRUST CO History New 5,294 234 0.0% — 484 +5,294 New Q4 2025 Feb 18, 2026
Gladstone Institutional Advisory LLC History Added to 5,286 234 0.01% 0.01% 485 +164 3.2% Q4 2025 Feb 17, 2026
NEVILLE RODIE & SHAW INC History No change 5,258 233 0.02% 0.02% 486 0 0.0% Q4 2025 Jan 06, 2026
Dixon Mitchell Investment Counsel Inc. History Added to 5,184 230 0.01% 0.0% 487 +4,814 1301.08% Q4 2025 Feb 13, 2026
Hara Capital LLC History No change 5,200 230 0.13% 0.13% 488 0 0.0% Q4 2025 Jan 15, 2026
Evelyn Partners Investment Management LLP History No change 5,200 230 0.01% 0.01% 489 0 0.0% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 5,129 227 0.0% — 490 +5,129 New Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History New 5,104 226 0.01% — 491 +5,104 New Q4 2025 Feb 02, 2026
QRG CAPITAL MANAGEMENT, INC. History New 5,086 225 0.0% — 493 +5,086 New Q4 2025 Feb 02, 2026
Independent Advisor Alliance History New 5,081 225 0.01% — 492 +5,081 New Q4 2025 Feb 04, 2026
SG Trading Solutions, LLC History New 5,065 225 0.05% — 494 +5,065 New Q4 2025 Feb 24, 2026
Summit Global Investments History New 5,055 224 0.01% — 496 +5,055 New Q4 2025 Feb 18, 2026
R Squared Ltd History New 5,050 224 0.1% — 497 +5,050 New Q4 2025 Jan 30, 2026
AE Wealth Management LLC History Added to 5,071 224 0.0% 0.0% 495 +184 3.77% Q4 2025 Jan 26, 2026
CSS LLC/IL History No change 5,010 222 0.01% 0.01% 498 0 0.0% Q4 2025 Feb 17, 2026
Financial Security Advisor, Inc. History No change 5,007 222 0.04% 0.04% 499 0 0.0% Q4 2025 Feb 05, 2026
Hilltop Holdings Inc. History New 4,944 219 0.01% — 500 +4,944 New Q4 2025 Feb 17, 2026
Joel Isaacson & Co., LLC History No change 4,918 218 0.01% 0.01% 501 0 0.0% Q4 2025 Jan 30, 2026
Cypress Capital, LLC History Added to 4,911 217 0.06% 0.06% 502 +5 0.1% Q4 2025 Feb 06, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 4,836 214 0.01% — 503 +4,836 New Q4 2025 Feb 13, 2026
Erste Asset Management GmbH History New 4,800 213 0.0% — 504 +4,800 New Q4 2025 Feb 11, 2026
Moors & Cabot, Inc. History New 4,782 212 0.01% — 505 +4,782 New Q4 2025 Feb 10, 2026
Integrated Investment Consultants, LLC History New 4,710 208 0.04% — 507 +4,710 New Q4 2025 Mar 03, 2026
Chevy Chase Trust Holdings, LLC History New 4,697 208 0.0% — 506 +4,697 New Q4 2025 Feb 13, 2026
MRWM Advisors, LLC History New 4,630 205 0.11% — 508 +4,630 New Q4 2025 Jan 26, 2026
PRIVATE TRUST CO NA History Reduced 4,492 199 0.02% 0.02% 509 -237 -5.01% Q4 2025 Jan 26, 2026
Transamerica Financial Advisors, LLC History Added to 4,209 186 0.02% 0.01% 510 +1,897 82.05% Q4 2025 Feb 13, 2026
Hilltop National Bank History Reduced 4,112 182 0.04% 0.06% 511 -1,400 -25.4% Q4 2025 Jan 07, 2026
Pinnacle Wealth Planning Services, Inc. History New 4,039 179 0.02% — 512 +4,039 New Q4 2025 Feb 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 4,000 177 0.04% 0.03% 513 0 0.0% Q4 2025 Jan 15, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 3,844 170 0.04% 0.03% 514 +587 18.02% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Added to 3,628 160 0.01% 0.01% 515 +3 0.08% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 3,596 159 0.0% — 516 +3,596 New Q4 2025 Feb 05, 2026
Washington Trust Advisors, Inc. History No change 3,556 157 0.01% 0.01% 517 0 0.0% Q4 2025 Feb 03, 2026
Provenance Wealth Advisors, LLC History No change 3,360 149 0.02% 0.02% 518 0 0.0% Q4 2025 Jan 26, 2026
RHUMBLINE ADVISERS History Added to 3,222 142 0.0% 0.0% 519 +274 9.29% Q4 2025 Feb 13, 2026
ATLAS CAPITAL ADVISORS INC. History New 3,125 138 0.02% — 520 +3,125 New Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 3,086 136 0.01% 0.0% 521 +139 4.72% Q4 2025 Feb 06, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 3,000 133 0.0% 0.0% 522 0 0.0% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Reduced 2,897 128 0.0% 0.0% 523 -912 -23.94% Q4 2025 Jan 16, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 2,700 119 0.07% 0.07% 524 0 0.0% Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 2,638 117 0.0% 0.0% 525 -119 -4.32% Q4 2025 Jan 07, 2026
10Elms LLP History No change 2,650 117 0.11% 0.1% 526 0 0.0% Q4 2025 Feb 13, 2026
Riverview Trust Co History No change 2,539 112 0.13% 0.13% 527 0 0.0% Q4 2025 Jan 26, 2026
Tacita Capital Inc History No change 2,540 112 0.06% 0.06% 528 0 0.0% Q4 2025 Feb 11, 2026
Smithfield Trust Co History New 2,500 111 0.0% — 529 +2,500 New Q4 2025 Feb 09, 2026
UNION SAVINGS BANK History New 2,475 109 0.05% — 530 +2,475 New Q4 2025 Mar 06, 2026
EFG International AG History New 2,365 105 0.0% — 531 +2,365 New Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 2,346 104 0.0% 0.0% 532 +557 31.13% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Added to 2,283 101 0.01% 0.01% 533 +42 1.87% Q4 2025 Jan 20, 2026
Root Financial Partners, LLC History Reduced 2,190 97 0.0% 0.01% 534 -587 -21.14% Q4 2025 Feb 10, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,065 91 0.0% 0.0% 535 +593 40.29% Q4 2025 Feb 12, 2026
Sawyer & Company, Inc History Reduced 2,058 91 0.03% 0.03% 536 -202 -8.94% Q4 2025 Feb 02, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 2,000 88 0.0% — 537 +2,000 New Q4 2025 Feb 12, 2026
GHP Investment Advisors, Inc. History No change 2,002 88 0.0% 0.0% 538 0 0.0% Q4 2025 Jan 27, 2026
Blume Capital Management, Inc. History No change 2,000 88 0.02% 0.02% 539 0 0.0% Q4 2025 Feb 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,000 88 0.0% 0.0% 540 0 0.0% Q4 2025 Jan 22, 2026
CENTRAL TRUST Co History Added to 1,904 84 0.0% 0.0% 541 +50 2.7% Q4 2025 Feb 02, 2026
Covestor Ltd History Reduced 1,740 77 0.04% 0.04% 542 -180 -9.38% Q4 2025 Feb 06, 2026
Cromwell Holdings LLC History No change 1,718 76 0.04% 0.04% 543 0 0.0% Q4 2025 Jan 20, 2026
WealthCollab, LLC History No change 1,719 76 0.03% 0.03% 544 0 0.0% Q4 2025 Jan 27, 2026
Smartleaf Asset Management LLC History Added to 1,664 74 0.0% 0.0% 545 +871 109.84% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 1,609 71 0.0% 0.0% 546 -363 -18.41% Q4 2025 Jan 13, 2026
Nemes Rush Group LLC History No change 1,600 70 0.01% 0.01% 547 0 0.0% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History No change 1,555 68 0.0% 0.0% 548 0 0.0% Q4 2025 Feb 04, 2026
SHP Wealth Management History New 1,493 66 0.01% — 550 +1,493 New Q4 2025 Mar 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,491 66 0.0% — 549 +1,491 New Q4 2025 Feb 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 1,210 53 0.02% 0.02% 552 +506 71.88% Q4 2025 Jan 22, 2026
Legacy Bridge, LLC History No change 1,199 53 0.02% 0.02% 551 0 0.0% Q4 2025 Jan 23, 2026
MTM Investment Management, LLC History No change 1,178 52 0.02% 0.02% 553 0 0.0% Q4 2025 Feb 09, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,167 51 0.0% 0.0% 554 0 0.0% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History No change 1,160 51 0.0% 0.0% 555 0 0.0% Q4 2025 Feb 09, 2026
ORG Wealth Partners, LLC History No change 1,120 49 0.01% 0.01% 556 0 0.0% Q4 2025 Jan 14, 2026
SENTRY INVESTMENT MANAGEMENT LLC History No change 1,081 48 0.03% 0.03% 557 0 0.0% Q4 2025 Feb 04, 2026
Golden State Wealth Management, LLC History Added to 1,061 47 0.0% 0.0% 558 +3 0.28% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 1,047 46 0.0% 0.0% 559 +193 22.6% Q4 2025 Feb 06, 2026
FINANCIAL CONSULATE, INC History New 1,007 44 0.01% — 561 +1,007 New Q4 2025 Jan 22, 2026
SUMMIT SECURITIES GROUP LLC History New 1,000 44 0.01% — 560 +1,000 New Q4 2025 Feb 17, 2026
Corsicana & Co. History No change 1,000 44 0.02% 0.02% 562 0 0.0% Q4 2025 Jan 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 981 43 0.0% 0.0% 563 0 0.0% Q4 2025 Feb 09, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 913 40 0.02% 0.02% 564 0 0.0% Q4 2025 Jan 26, 2026
MASECO LLP History New 882 39 0.0% — 565 +882 New Q4 2025 Jan 22, 2026
Fairscale Capital, LLC History No change 870 38 0.03% 0.02% 566 0 0.0% Q4 2025 Feb 17, 2026
ADIRONDACK TRUST CO History Reduced 837 37 0.01% 0.01% 567 -29 -3.35% Q4 2025 Jan 08, 2026
TCTC Holdings, LLC History No change 850 37 0.0% 0.0% 568 0 0.0% Q4 2025 Feb 12, 2026
Accent Capital Management, LLC History Added to 825 36 0.02% 0.01% 570 +225 37.5% Q4 2025 Feb 09, 2026
HM PAYSON & CO History Added to 818 36 0.0% 0.0% 569 +33 4.2% Q4 2025 Feb 12, 2026
Hanson & Doremus Investment Management History No change 789 35 0.0% 0.0% 571 0 0.0% Q4 2025 Jan 20, 2026
N.E.W. Advisory Services LLC History No change 776 34 0.0% 0.0% 572 0 0.0% Q4 2025 Jan 28, 2026
Rosenberg Matthew Hamilton History No change 757 33 0.01% 0.01% 573 0 0.0% Q4 2025 Jan 05, 2026
1 NORTH WEALTH SERVICES LLC History New 731 32 0.01% — 574 +731 New Q4 2025 Feb 13, 2026
EASTERN BANK History No change 675 29 0.0% 0.0% 575 0 0.0% Q4 2025 Jan 14, 2026
RMG Wealth Management LLC History No change 588 29 0.0% 0.0% 576 0 0.0% Q4 2025 Jan 29, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 635 28 0.01% 0.0% 578 +225 54.88% Q4 2025 Jan 27, 2026
SBI Securities Co., Ltd. History Added to 639 28 0.0% 0.0% 577 +21 3.4% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History No change 592 26 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History No change 588 26 0.0% 0.0% 580 0 0.0% Q4 2025 Feb 12, 2026
PFS Partners, LLC History Added to 566 25 0.01% 0.01% 583 +5 0.89% Q4 2025 Jan 16, 2026
Clearstead Advisors, LLC History Added to 571 25 0.0% 0.0% 581 +4 0.71% Q4 2025 Feb 09, 2026
Westside Investment Management, Inc. History No change 564 25 0.0% 0.0% 582 0 0.0% Q4 2025 Jan 23, 2026
Bayforest Capital Ltd History New 541 23 0.02% — 586 +541 New Q4 2025 Jan 27, 2026
HHM Wealth Advisors, LLC History Reduced 523 23 0.0% 0.0% 584 -325 -38.33% Q4 2025 Jan 22, 2026
Financial Perspectives, Inc History No change 524 23 0.01% 0.01% 585 0 0.0% Q4 2025 Jan 28, 2026
FNY Investment Advisers, LLC History New 500 22 0.01% — 588 +500 New Q4 2025 Jan 16, 2026
VALLEY NATIONAL ADVISERS INC History No change 500 22 0.0% 0.0% 587 0 0.0% Q4 2025 Jan 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 476 21 0.0% — 589 +476 New Q4 2025 Jan 21, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History New 437 19 0.0% — 590 +437 New Q4 2025 Feb 17, 2026
Manchester Capital Management LLC History New 424 18 0.0% — 591 +424 New Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History Added to 406 18 0.0% — 593 +400 6666.67% Q4 2025 Feb 13, 2026
Bruce G. Allen Investments, LLC History Reduced 409 18 0.01% 0.01% 592 -41 -9.11% Q4 2025 Feb 10, 2026
Measured Wealth Private Client Group, LLC History No change 390 17 0.0% 0.0% 594 0 0.0% Q4 2025 Feb 10, 2026
SWAN Capital LLC History No change 400 17 0.01% 0.01% 595 0 0.0% Q4 2025 Feb 12, 2026
Gen-Wealth Partners Inc History No change 400 17 0.01% 0.01% 596 0 0.0% Q4 2025 Feb 13, 2026
CX Institutional History Added to 361 16 0.0% 0.0% 598 +2 0.56% Q4 2025 Feb 02, 2026
True Wealth Design, LLC History Added to 372 16 0.0% 0.0% 599 +1 0.27% Q4 2025 Jan 08, 2026
Pinnacle Bancorp, Inc. History No change 380 16 0.0% 0.0% 597 0 0.0% Q4 2025 Jan 22, 2026
Bank of New Hampshire History New 350 15 0.0% — 601 +350 New Q4 2025 Mar 16, 2026
Signature Equity Partners, LLC History New 342 15 0.01% — 602 +342 New Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 348 15 0.0% 0.0% 600 +21 6.42% Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Reduced 271 14 0.0% 0.04% 604 -4,654 -94.5% Q4 2025 Feb 02, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 316 14 0.0% 0.0% 603 -295 -48.28% Q4 2025 Feb 05, 2026
Caldwell Trust Co History Added to 327 14 0.0% 0.0% 605 +15 4.81% Q4 2025 Jan 30, 2026
SJS Investment Consulting Inc. History New 309 13 0.0% — 608 +309 New Q4 2025 Jan 21, 2026
Commonwealth Retirement Investments LLC History New 300 13 0.0% — 610 +300 New Q4 2025 Feb 11, 2026
Cape Investment Advisory, Inc. History Added to 300 13 0.0% 0.01% 609 +125 71.43% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 297 13 0.0% 0.0% 611 +57 23.75% Q4 2025 Jan 05, 2026
MOTCO History No change 300 13 0.0% 0.0% 606 0 0.0% Q4 2025 Feb 06, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 300 13 0.01% 0.01% 607 0 0.0% Q4 2025 Feb 06, 2026
Sunbelt Securities, Inc. History Reduced 290 12 0.0% 0.0% 612 -43 -12.91% Q4 2025 Feb 20, 2026
Anchor Investment Management, LLC History No change 280 12 0.0% 0.0% 613 0 0.0% Q4 2025 Feb 26, 2026
Signature Resources Capital Management, LLC History No change 280 12 0.01% 0.01% 614 0 0.0% Q4 2025 Jan 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 269 11 0.01% — 621 +269 New Q4 2025 Feb 11, 2026
Wilmington Savings Fund Society, FSB History Added to 260 11 0.0% 0.0% 616 +208 400.0% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History Reduced 265 11 0.0% 0.0% 615 -151 -36.3% Q4 2025 Jan 29, 2026
Geneos Wealth Management Inc. History Added to 248 11 0.0% 0.0% 618 +48 24.0% Q4 2025 Jan 28, 2026
Tradewinds Capital Management, LLC History No change 268 11 0.0% 0.0% 617 0 0.0% Q4 2025 Jan 14, 2026
Quent Capital, LLC History No change 255 11 0.0% 0.0% 619 0 0.0% Q4 2025 Jan 29, 2026
Creative Capital Management Investments LLC History No change 257 11 0.0% 0.0% 620 0 0.0% Q4 2025 Jan 23, 2026
Godfrey Financial Associates, Inc. History New 241 10 0.01% — 624 +241 New Q4 2025 Feb 10, 2026
Capital Analysts, LLC History Reduced 223 10 0.0% 0.0% 622 -92 -29.21% Q4 2025 Feb 11, 2026
BFSG, LLC History No change 247 10 0.0% 0.0% 623 0 0.0% Q4 2025 Jan 22, 2026
Bell Investment Advisors, Inc History Added to 206 9 0.0% 0.0% 626 +135 190.14% Q4 2025 Feb 24, 2026
Core Alternative Capital History Reduced 206 9 0.0% 0.0% 625 -77 -27.21% Q4 2025 Feb 02, 2026
Concord Wealth Partners History No change 200 8 0.0% 0.0% 627 0 0.0% Q4 2025 Jan 29, 2026
Murphy & Mullick Capital Management Corp History No change 190 8 0.01% 0.01% 628 0 0.0% Q4 2025 Feb 10, 2026
Oakworth Capital, Inc. History New 172 7 0.0% — 629 +172 New Q4 2025 Jan 30, 2026
Quarry LP History Reduced 176 7 0.0% 0.0% 630 -92 -34.33% Q4 2025 Feb 13, 2026
MidFirst Bank History New 137 6 0.0% — 634 +137 New Q4 2025 Feb 25, 2026
Park Square Financial Group, LLC History Reduced 175 6 0.04% 0.03% 633 -28 -13.79% Q4 2025 Feb 05, 2026
Abound Wealth Management History Reduced 153 6 0.0% 0.0% 632 -13 -7.83% Q4 2025 Jan 12, 2026
Center for Financial Planning, Inc. History No change 150 6 0.0% 0.0% 631 0 0.0% Q4 2025 Feb 05, 2026
Physician Wealth Advisors, Inc. History Reduced 113 5 0.0% 0.0% 635 -12 -9.6% Q4 2025 Jan 29, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 123 5 0.0% 0.0% 636 0 0.0% Q4 2025 Jan 15, 2026
Private Wealth Asset Management, LLC History Reduced 101 4 0.0% 0.0% 643 -183 -64.44% Q4 2025 Feb 10, 2026
Ancora Advisors LLC History New 112 4 0.0% — 638 +112 New Q4 2025 Feb 17, 2026
Global Trust Asset Management, LLC History New 97 4 0.0% — 639 +97 New Q4 2025 Jan 20, 2026
Rossby Financial, LCC History Added to 103 4 0.0% 0.0% 644 +56 119.15% Q4 2025 Feb 12, 2026
TOMPKINS FINANCIAL CORP History Added to 105 4 0.0% 0.0% 637 +35 50.0% Q4 2025 Jan 08, 2026
Sound Income Strategies, LLC History No change 98 4 0.0% 0.0% 640 0 0.0% Q4 2025 Jan 21, 2026
CVA Family Office, LLC History No change 92 4 0.0% 0.0% 641 0 0.0% Q4 2025 Jan 12, 2026
Newbridge Financial Services Group, Inc. History No change 100 4 0.0% 0.0% 642 0 0.0% Q4 2025 Jan 21, 2026
HFM Investment Advisors, LLC History New 79 3 0.0% — 649 +79 New Q4 2025 Feb 05, 2026
OPTIMA CAPITAL LLC History New 77 3 0.0% — 650 +77 New Q4 2025 Jan 23, 2026
Bare Financial Services, Inc History Added to 82 3 0.0% 0.0% 648 +9 12.33% Q4 2025 Feb 06, 2026
Penserra Capital Management LLC History Reduced 75 3 0.0% 0.0% 646 -3 -3.85% Q4 2025 Feb 12, 2026
CITY HOLDING CO History No change 86 3 0.0% 0.0% 645 0 0.0% Q4 2025 Jan 22, 2026
Solstein Capital, LLC History No change 70 3 0.0% 0.0% 647 0 0.0% Q4 2025 Feb 13, 2026
Boreal Capital Management LLC History No change 80 3 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 17, 2026
Leonteq Securities AG History Reduced 64 2 0.0% 0.0% 652 -288 -81.82% Q4 2025 Feb 06, 2026
Cornerstone Financial Management LLC History New 60 2 0.0% — 659 +60 New Q4 2025 Feb 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 51 2 0.0% — 658 +51 New Q4 2025 Feb 09, 2026
TUCKER ASSET MANAGEMENT LLC History New 49 2 0.0% — 655 +49 New Q4 2025 Feb 05, 2026
Acumen Wealth Advisors, LLC History New 49 2 0.0% — 657 +49 New Q4 2025 Feb 13, 2026
CKW FINANCIAL GROUP History No change 50 2 0.0% 0.0% 653 0 0.0% Q4 2025 Jan 26, 2026
DHJJ Financial Advisors, Ltd. History No change 50 2 0.0% 0.0% 654 0 0.0% Q4 2025 Jan 23, 2026
Smallwood Wealth Investment Management, LLC History No change 50 2 0.0% 0.0% 656 0 0.0% Q4 2025 Jan 23, 2026
WPG Advisers, LLC History Reduced 41 1 0.0% 0.0% 672 -57 -58.16% Q4 2025 Jan 28, 2026
Fourth Dimension Wealth, LLC History New 45 1 0.0% — 670 +45 New Q4 2025 Feb 04, 2026
CDKV HOLDINGS LLC History New 45 1 0.0% — 674 +45 New Q4 2025 Feb 17, 2026
Merited Wealth, LLC History New 42 1 0.0% — 675 +42 New Q4 2025 Mar 26, 2026
United Financial Planning Group LLC History New 41 1 0.0% — 673 +41 New Q4 2025 Feb 11, 2026
Triumph Capital Management History New 36 1 0.0% — 662 +36 New Q4 2025 Feb 12, 2026
Archer Investment Corp History New 30 1 0.0% — 664 +30 New Q4 2025 Jan 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 30 1 0.0% — 667 +30 New Q4 2025 Feb 10, 2026
Elyxium Wealth, LLC History New 26 1 0.0% — 669 +26 New Q4 2025 Feb 05, 2026
Caitong International Asset Management Co., Ltd History Added to 36 1 0.0% — 665 +24 200.0% Q4 2025 Mar 03, 2026
Kilter Group LLC History Added to 27 1 0.0% — 671 +21 350.0% Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 40 1 0.0% 0.0% 660 0 0.0% Q4 2025 Feb 13, 2026
McIlrath & Eck, LLC History No change 31 1 0.0% 0.0% 661 0 0.0% Q4 2025 Feb 03, 2026
Avion Wealth History No change 24 1 0.0% 0.0% 663 0 0.0% Q4 2025 Jan 23, 2026
Valued Wealth Advisors LLC History No change 39 1 0.0% 0.0% 666 0 0.0% Q4 2025 Jan 30, 2026
Caitlin John, LLC History No change 24 1 0.0% 0.0% 668 0 0.0% Q4 2025 Feb 18, 2026
OMERS ADMINISTRATION Corp History Closed out 0 0 — 0.42% — -1,400,003 -100.0% Q3 2025 Nov 14, 2025
HSBC HOLDINGS PLC History Closed out 0 0 — 0.03% — -1,193,996 -100.0% Q3 2025 Nov 13, 2025
Goehring & Rozencwajg Associates, LLC History New 727,381 0 — — — +727,381 New Q4 2025 Feb 13, 2026
PROSPECTOR PARTNERS LLC History Closed out 0 0 — 0.82% — -163,246 -100.0% Q3 2025 Nov 07, 2025
BAROMETER CAPITAL MANAGEMENT INC. History Closed out 0 0 — 2.12% — -159,140 -100.0% Q3 2025 Nov 13, 2025
Canoe Financial LP History Closed out 0 0 — 0.1% — -155,300 -100.0% Q3 2025 Oct 15, 2025
MERITAGE PORTFOLIO MANAGEMENT History Closed out 0 0 — 0.25% — -88,374 -100.0% Q3 2025 Oct 28, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.02% — -56,643 -100.0% Q3 2025 Nov 13, 2025
Murchinson Ltd. History Closed out 0 0 — 0.27% — -50,000 -100.0% Q3 2025 Nov 14, 2025
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 — 0.17% — -47,848 -100.0% Q3 2025 Dec 15, 2025
Genus Capital Management Inc. History Closed out 0 0 — 0.23% — -47,441 -100.0% Q3 2025 Nov 14, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.08% — -39,773 -100.0% Q3 2025 Nov 13, 2025
Verition Fund Management LLC History Closed out 0 0 — 0.01% — -31,104 -100.0% Q3 2025 Nov 14, 2025
MARSHALL WACE, LLP History Closed out 0 0 — 0.0% — -28,553 -100.0% Q3 2025 Nov 13, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 — 0.01% — -25,512 -100.0% Q3 2025 Feb 17, 2026
FORA Capital, LLC History Closed out 0 0 — 0.17% — -22,951 -100.0% Q3 2025 Nov 13, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 — 0.15% — -21,582 -100.0% Q3 2025 Nov 13, 2025
Massar Capital Management, LP History Closed out 0 0 — 0.11% — -20,000 -100.0% Q3 2025 Nov 14, 2025
SPROTT INC. History Closed out 0 0 — 0.03% — -18,779 -100.0% Q3 2025 Nov 12, 2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Closed out 0 0 — 0.04% — -18,064 -100.0% Q3 2025 Nov 07, 2025
CenterStar Asset Management, LLC History Closed out 0 0 — 0.16% — -17,800 -100.0% Q3 2025 Oct 20, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 — 0.09% — -13,547 -100.0% Q3 2025 Nov 12, 2025
Verdence Capital Advisors LLC History Closed out 0 0 — 0.03% — -12,012 -100.0% Q3 2025 Oct 29, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -8,074 -100.0% Q3 2025 Oct 31, 2025
Martin Investment Management, LLC History Closed out 0 0 — 0.07% — -6,920 -100.0% Q3 2025 Nov 04, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.04% — -6,822 -100.0% Q3 2025 Nov 14, 2025
HighPoint Advisor Group LLC History Closed out 0 0 — 0.01% — -6,521 -100.0% Q3 2025 Nov 05, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 — 0.01% — -6,450 -100.0% Q3 2025 Nov 14, 2025
Farringdon Capital, Ltd. History Closed out 0 0 — 0.07% — -6,445 -100.0% Q3 2025 Nov 13, 2025
LGT Group Foundation History Closed out 0 0 — 0.0% — -5,500 -100.0% Q3 2025 Nov 13, 2025
Edgestream Partners, L.P. History Closed out 0 0 — 0.01% — -5,430 -100.0% Q3 2025 Nov 12, 2025
Versor Investments LP History Closed out 0 0 — 0.04% — -5,200 -100.0% Q3 2025 Nov 06, 2025
Jain Global LLC History Closed out 0 0 — 0.0% — -5,118 -100.0% Q3 2025 Nov 14, 2025
ARMISTICE CAPITAL, LLC History Closed out 0 0 — 0.0% — -4,877 -100.0% Q3 2025 Nov 17, 2025
Virtus Investment Advisers, LLC History Closed out 0 0 — 0.05% — -4,133 -100.0% Q3 2025 Nov 14, 2025
Avalon Trust Co History Closed out 0 0 — 0.0% — -1,314 -100.0% Q3 2025 Nov 10, 2025
MACQUARIE GROUP LTD History Closed out 0 0 — 0.0% — -1,200 -100.0% Q3 2025 Nov 13, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -570 -100.0% Q3 2025 Oct 07, 2025
COUNTRY TRUST BANK History Reduced 20 0 — 0.0% — -350 -94.59% Q4 2025 Jan 21, 2026
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -350 -100.0% Q3 2025 Oct 22, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 — 0.0% — -253 -100.0% Q3 2025 Nov 04, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -248 -100.0% Q3 2025 Nov 03, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -215 -100.0% Q3 2025 Nov 14, 2025
First PREMIER Bank History Closed out 0 0 — 0.0% — -207 -100.0% Q3 2025 Oct 15, 2025
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 — 0.0% — -180 -100.0% Q3 2025 Oct 21, 2025
FIRST HORIZON CORP History Closed out 0 0 — 0.0% — -133 -100.0% Q3 2025 Oct 27, 2025
Westend Capital Management, LLC History Closed out 0 0 — 0.0% — -84 -100.0% Q3 2025 Oct 17, 2025
Perkins Coie Trust Co History Closed out 0 0 — 0.0% — -80 -100.0% Q3 2025 Oct 09, 2025
Key FInancial Inc History Closed out 0 0 — 0.0% — -64 -100.0% Q3 2025 Nov 05, 2025
TRUST CO OF VERMONT History Closed out 0 0 — 0.0% — -51 -100.0% Q3 2025 Oct 14, 2025
PERRITT CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -48 -100.0% Q3 2025 Nov 17, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -46 -100.0% Q3 2025 Nov 17, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -36 -100.0% Q3 2025 Nov 06, 2025
SageView Advisory Group, LLC History New 20 0 — — — +20 New Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History New 18 0 — — — +18 New Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History New 13 0 — — — +13 New Q4 2025 Jan 30, 2026
MV CAPITAL MANAGEMENT, INC. History New 13 0 — — — +13 New Q4 2025 Feb 23, 2026
Kimelman & Baird, LLC History Closed out 0 0 — — — -9 -100.0% Q3 2025 Nov 25, 2025
Bear Mountain Capital, Inc. History Closed out 0 0 — — — -7 -100.0% Q3 2025 Nov 12, 2025
VISION FINANCIAL MARKETS LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 22, 2026
Princeton Global Asset Management LLC History No change 5 0 — — — 0 0.0% Q4 2025 Jan 20, 2026