TC ENERGY CORP - TRP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 99,054,011 5,448,960 0.89% 1 +99,054,011 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 50,008,289 2,753,782 0.95% 0.83% 2 +10,364,478 26.14% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 47,801,695 2,632,200 0.04% 0.04% 3 +980,221 2.09% Q4 2025 Jan 29, 2026
Capital Research Global Investors History Reduced 32,172,117 1,771,495 0.33% 0.43% 4 -9,805,465 -23.36% Q4 2025 Feb 11, 2026
FIL Ltd History Added to 28,305,789 1,558,669 1.17% 1.16% 5 +1,052,166 3.86% Q4 2025 Feb 17, 2026
Capital International Investors History Reduced 26,188,429 1,442,085 0.23% 0.26% 6 -3,569,740 -12.0% Q4 2025 Feb 11, 2026
1832 Asset Management L.P. History Added to 24,512,522 1,348,433 1.03% 0.6% 7 +10,540,166 75.44% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 23,799,324 1,310,628 2.11% 1.91% 8 +4,170,990 21.25% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History Added to 20,868,772 1,150,656 0.93% 0.87% 9 +1,244,525 6.34% Q4 2025 Feb 10, 2026
TORONTO DOMINION BANK History Added to 18,626,411 1,025,669 1.51% 1.52% 10 +646,234 3.59% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 18,168,460 1,000,473 0.67% 0.82% 11 -3,242,621 -15.14% Q4 2025 Feb 17, 2026
GQG Partners LLC History Added to 16,154,469 890,710 1.47% 0.2% 12 +13,801,371 586.52% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 15,384,255 846,287 0.28% 0.17% 13 +5,956,263 63.18% Q4 2025 Feb 11, 2026
MACKENZIE FINANCIAL CORP History Added to 13,418,206 752,256 0.89% 0.88% 14 +66,344 0.5% Q4 2025 Feb 18, 2026
GOLDMAN SACHS GROUP INC History Reduced 13,205,999 726,462 0.09% 0.43% 15 -51,837,260 -79.7% Q4 2025 Mar 25, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 11,185,873 614,251 0.56% 0.56% 16 +771,244 7.41% Q4 2025 Feb 17, 2026
NORGES BANK History New 10,600,494 583,732 0.06% 17 +10,600,494 New Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 10,026,008 560,021 0.03% 0.03% 18 +644,186 6.87% Q4 2025 Feb 09, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 9,654,085 531,616 1.39% 1.39% 19 +1,520,523 18.69% Q4 2025 Feb 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 9,579,034 527,527 0.88% 1.4% 20 -4,620,966 -32.54% Q4 2025 Feb 13, 2026
DODGE & COX History Reduced 9,294,300 511,279 0.28% 0.28% 21 -351,500 -3.64% Q4 2025 Feb 13, 2026
SCOTIA CAPITAL INC. History Added to 9,308,517 510,338 2.06% 2.1% 22 +153,513 1.68% Q4 2025 Feb 12, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Added to 9,182,370 505,122 6.43% 6.42% 23 +31,047 0.34% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 9,120,442 502,874 0.11% 0.11% 24 -134,990 -1.46% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Reduced 9,057,031 498,227 0.03% 0.04% 25 -2,180,053 -19.4% Q4 2025 Feb 11, 2026
CIBC Asset Management Inc History Reduced 8,942,519 493,634 1.19% 1.43% 26 -111,236 -1.23% Q4 2025 Feb 10, 2026
Clearbridge Investments, LLC History Added to 8,782,559 483,128 0.39% 0.34% 27 +425,570 5.09% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Reduced 7,890,426 432,918 1.65% 1.79% 28 -553,096 -6.55% Q4 2025 Feb 12, 2026
BANK OF NOVA SCOTIA History Reduced 7,741,865 426,293 0.63% 1.09% 29 -3,628,724 -31.91% Q4 2025 Feb 13, 2026
Capital World Investors History Added to 7,327,124 403,215 0.05% 0.05% 30 +16,428 0.22% Q4 2025 Feb 11, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 6,409,464 352,938 0.18% 0.18% 31 -82,335 -1.27% Q4 2025 Feb 13, 2026
Beutel, Goodman & Co Ltd. History Reduced 6,045,999 333,362 2.05% 2.14% 32 -474,774 -7.28% Q4 2025 Feb 13, 2026
MUFG SECURITIES (CANADA), LTD. History Added to 5,424,436 298,765 8.31% 7.1% 33 +753,588 16.13% Q4 2025 Feb 13, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History Reduced 5,347,680 294,175 6.68% 6.4% 34 -13,977 -0.26% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 5,043,528 277,444 0.02% 0.02% 35 +487,178 10.69% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 4,820,775 266,113 0.22% 36 +4,820,775 New Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 4,806,132 263,515 1.64% 1.66% 37 +58,624 1.23% Q4 2025 Jan 27, 2026
SIG North Trading, ULC History Added to 4,421,696 243,237 4.44% 4.32% 38 +362,243 8.92% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 4,240,055 233,245 0.35% 0.39% 39 -256,355 -5.7% Q4 2025 Feb 17, 2026
Amundi History Added to 4,228,824 232,627 0.06% 0.07% 40 +62,392 1.5% Q4 2025 Feb 17, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 4,040,854 222,535 2.81% 2.86% 41 +13,568 0.34% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,545,093 195,015 0.01% 0.03% 42 -5,144,958 -59.21% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 3,472,519 191,023 0.03% 0.03% 43 -195,107 -5.32% Q4 2025 Feb 19, 2026
Cardinal Capital Management, Inc. History Reduced 2,396,890 181,156 4.07% 3.92% 44 -99,127 -3.97% Q4 2025 Jan 22, 2026
Murchinson Ltd. History Reduced 2,968,068 163,273 26.27% 28.03% 45 -1,092,000 -26.9% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,887,561 159,213 0.02% 0.02% 46 +57,605 2.04% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 2,826,748 155,499 0.26% 0.27% 47 -5,261 -0.19% Q4 2025 Feb 12, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 2,763,785 152,192 0.8% 0.65% 48 +665,454 31.71% Q4 2025 Feb 13, 2026
Swiss National Bank History Reduced 2,756,501 152,098 0.09% 0.09% 49 -233,700 -7.82% Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 2,430,992 133,729 0.01% 0.02% 50 -311,892 -11.37% Q4 2025 Feb 17, 2026
OMERS ADMINISTRATION Corp History Added to 2,420,000 133,433 0.95% 0.63% 51 +802,190 49.58% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 2,285,264 126,004 0.21% 0.14% 52 +838,258 57.93% Q4 2025 Feb 17, 2026
Blackstone Inc. History Added to 2,251,984 123,881 0.49% 0.37% 53 +571,713 34.03% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,201,658 121,154 0.03% 0.03% 54 -135,694 -5.81% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 2,164,171 119,244 0.02% 0.02% 55 +42,665 2.01% Q4 2025 Feb 13, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 2,124,838 116,887 0.95% 0.81% 56 +44,472 2.14% Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 2,055,963 113,372 0.88% 1.0% 57 +18,953 0.93% Q4 2025 Feb 11, 2026
NICOLA WEALTH MANAGEMENT LTD. History Reduced 2,000,000 110,146 10.02% 11.15% 58 -302,996 -13.16% Q4 2025 Feb 09, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 1,696,644 93,332 1.06% 1.06% 59 -17,326 -1.01% Q4 2025 Jan 26, 2026
Nuveen, LLC History Added to 1,651,088 91,037 0.02% 0.02% 60 +10,695 0.65% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History Added to 1,636,675 90,180 0.04% 0.03% 61 +489,948 42.73% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 1,629,829 89,656 0.01% 0.01% 62 -8,340 -0.51% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Added to 1,599,785 88,218 0.1% 0.05% 63 +822,363 105.78% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 1,596,932 87,927 0.02% 0.02% 64 +127,810 8.7% Q4 2025 Feb 11, 2026
BROOKFIELD Corp /ON/ History Reduced 1,594,020 87,687 0.11% 0.11% 65 -104,904 -6.17% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 1,585,700 87,431 0.14% 0.17% 66 -213,900 -11.89% Q4 2025 Feb 10, 2026
BlackRock, Inc. History Reduced 1,576,663 86,732 0.0% 0.0% 67 -121,963 -7.18% Q4 2025 Feb 12, 2026
AGF MANAGEMENT LTD History Added to 1,256,846 83,751 0.36% 0.37% 68 +135 0.01% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,385,490 76,215 0.02% 0.02% 69 +22,316 1.64% Q4 2025 Feb 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,366,927 75,225 0.02% 0.02% 70 -25,174 -1.81% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,206,077 72,553 0.03% 0.04% 71 -485,792 -28.71% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Reduced 1,299,068 71,567 1.47% 1.56% 72 -71,007 -5.18% Q4 2025 Feb 17, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Reduced 1,295,500 71,265 4.09% 4.22% 73 -70,000 -5.13% Q4 2025 Jan 27, 2026
Addenda Capital Inc. History Reduced 918,924 70,233 2.06% 2.13% 74 -20,460 -2.18% Q4 2025 Jan 22, 2026
CANADA LIFE ASSURANCE Co History Added to 1,236,707 67,929 0.12% 0.09% 75 +75,074 6.46% Q4 2025 Feb 13, 2026
Yaupon Capital Management LP History Added to 1,143,027 62,931 2.28% 2.03% 76 +166,114 17.0% Q4 2025 Feb 17, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 1,135,832 62,482 1.89% 1.88% 77 +2,564 0.23% Q4 2025 Jan 27, 2026
Energy Income Partners, LLC History Reduced 1,094,185 60,191 1.09% 1.43% 78 -268,823 -19.72% Q4 2025 Feb 17, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 793,599 59,980 5.1% 4.97% 79 -32,307 -3.91% Q4 2025 Jan 30, 2026
BARCLAYS PLC History Reduced 1,049,310 57,722 0.01% 0.01% 80 -65,472 -5.87% Q4 2025 Feb 13, 2026
M&G Plc History Reduced 1,034,888 56,918 0.29% 0.34% 81 -141,789 -12.05% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Reduced 1,023,042 56,340 0.03% 0.03% 82 -37,558 -3.54% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History Added to 1,010,638 55,652 0.33% 0.39% 83 +3,300 0.33% Q4 2025 Feb 19, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 995,991 54,789 0.42% 0.47% 84 -14,266 -1.41% Q4 2025 Jan 14, 2026
CITADEL ADVISORS LLC History Reduced 940,756 51,750 0.01% 0.01% 85 -207,902 -18.1% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 936,234 51,502 0.01% 0.01% 86 +10,068 1.09% Q4 2025 Feb 10, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History Reduced 934,851 51,478 3.53% 4.83% 87 -553,773 -37.2% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 883,704 48,612 0.01% 0.01% 88 +29,810 3.49% Q4 2025 Feb 11, 2026
BANK OF NOVA SCOTIA TRUST CO History Added to 876,271 48,203 4.19% 4.3% 89 +25,508 3.0% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 876,256 48,202 0.01% 0.01% 90 +12,426 1.44% Q4 2025 Feb 17, 2026
AVIVA PLC History Added to 871,504 48,027 0.08% 0.08% 91 +45,364 5.49% Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History New 841,675 46,356 0.05% 92 +841,675 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 828,134 45,635 0.07% 0.07% 93 -18,618 -2.2% Q4 2025 Feb 05, 2026
FIRST TRUST ADVISORS LP History Reduced 824,252 45,351 0.03% 0.04% 94 -47,599 -5.46% Q4 2025 Feb 13, 2026
Fractal Investments LLC History No change 649,000 35,701 4.98% 5.1% 95 0 0.0% Q4 2025 Jan 27, 2026
State of Tennessee, Department of Treasury History Reduced 586,578 34,584 0.11% 0.11% 96 -4,631 -0.78% Q4 2025 Feb 18, 2026
Achmea Investment Management B.V. History Added to 592,408 32,664 0.83% 0.37% 97 +41,295 7.49% Q4 2025 Feb 18, 2026
Neuberger Berman Group LLC History Added to 565,366 31,158 0.02% 0.02% 98 +73,561 14.96% Q4 2025 Feb 13, 2026
Korea Investment CORP History Reduced 545,440 30,074 0.06% 0.07% 99 -62,047 -10.21% Q4 2025 Feb 13, 2026
VIKING FUND MANAGEMENT LLC History No change 542,000 29,815 3.46% 3.56% 100 0 0.0% Q4 2025 Jan 12, 2026
Allianz Asset Management GmbH History Reduced 539,871 29,767 0.03% 0.04% 101 -159,969 -22.86% Q4 2025 Feb 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 526,181 28,945 0.01% 0.0% 102 +234,594 80.45% Q4 2025 Jan 22, 2026
Purpose Unlimited Inc. History New 517,830 28,510 1.3% 103 +517,830 New Q4 2025 Mar 20, 2026
PEAK6 LLC History Added to 512,400 28,187 0.05% 0.0% 104 +487,355 1945.92% Q4 2025 Mar 12, 2026
Capital International, Inc./CA/ History Added to 503,659 27,717 0.22% 0.22% 105 +1,478 0.29% Q4 2025 Feb 11, 2026
SIR Capital Management, L.P. History Reduced 502,246 27,628 3.06% 4.03% 106 -323,036 -39.14% Q4 2025 Feb 13, 2026
HENNESSY ADVISORS INC History Reduced 501,530 27,589 0.98% 1.0% 107 -33,100 -6.19% Q4 2025 Jan 27, 2026
INTACT INVESTMENT MANAGEMENT INC. History Reduced 477,305 26,282 0.76% 0.95% 108 -99,549 -17.26% Q4 2025 Feb 02, 2026
VAN ECK ASSOCIATES CORP History Added to 464,825 25,591 0.02% 0.02% 109 +33,422 7.75% Q4 2025 Feb 13, 2026
Partners Group Holding AG History Added to 431,583 23,727 1.6% 1.28% 110 +8,038 1.9% Q4 2025 Feb 06, 2026
Pictet Asset Management Holding SA History Added to 402,243 22,178 0.02% 0.02% 111 +14,545 3.75% Q4 2025 Jan 29, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 400,932 22,055 0.32% 0.16% 112 +202,464 102.01% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 386,745 21,274 0.04% 0.04% 113 +5,542 1.45% Q4 2025 Feb 12, 2026
Heathbridge Capital Management Ltd. History Reduced 385,100 21,235 8.11% 8.41% 114 -18,300 -4.54% Q4 2025 Feb 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 365,001 20,125 0.04% 115 +365,001 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 349,037 19,200 0.03% 0.01% 116 +248,278 246.41% Q4 2025 Feb 17, 2026
Northwest & Ethical Investments L.P. History Added to 344,536 19,054 0.43% 0.38% 118 +46,667 15.67% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 346,374 19,054 0.02% 0.02% 117 -12,636 -3.52% Q4 2025 Feb 06, 2026
Sourcerock Group LLC History Reduced 345,557 19,009 1.06% 1.28% 119 -758 -0.22% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 337,592 18,614 0.04% 0.04% 120 -3,361 -0.99% Q4 2025 Jan 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 310,745 17,094 0.01% 0.01% 121 +11,495 3.84% Q4 2025 Feb 17, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Added to 218,865 16,541 0.14% 0.13% 122 +26,595 13.83% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 298,590 16,425 0.01% 0.01% 123 +5,638 1.92% Q4 2025 Feb 13, 2026
Harvest Portfolios Group Inc. History Added to 298,209 16,420 0.29% 0.3% 124 +3,591 1.22% Q4 2025 Feb 06, 2026
Aviso Financial Inc. History Added to 292,245 16,093 0.61% 0.63% 125 +7,555 2.65% Q4 2025 Feb 13, 2026
GUARDIAN CAPITAL LP History Reduced 283,494 15,618 0.46% 0.55% 126 -31,798 -10.09% Q4 2025 Feb 18, 2026
Covalis Capital LLP History Reduced 276,247 15,231 1.07% 12.98% 127 -1,772,008 -86.51% Q4 2025 Feb 17, 2026
Greenline Partners, LLC History Reduced 273,465 14,945 1.71% 2.08% 128 -40,838 -12.99% Q4 2025 Feb 17, 2026
Catalyst Capital Advisors LLC History Reduced 268,698 14,781 0.3% 0.38% 129 -77,590 -22.41% Q4 2025 Feb 10, 2026
Coleford Investment Management Ltd. History Reduced 263,170 14,663 3.57% 3.55% 130 -6,225 -2.31% Q4 2025 Feb 11, 2026
BNP Paribas Asset Management Holding S.A. History New 185,645 14,042 0.02% 131 +185,645 New Q4 2025 Feb 13, 2026
Cardinal Point Capital Management ULC History Added to 254,100 14,012 0.92% 0.96% 132 +1,657 0.66% Q4 2025 Feb 05, 2026
Midwest Trust Co History Added to 254,146 13,980 0.17% 0.18% 133 +2,359 0.94% Q4 2025 Feb 04, 2026
CITIGROUP INC History Reduced 248,733 13,714 0.01% 0.01% 134 -129,353 -34.21% Q4 2025 Feb 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 237,797 13,111 0.06% 0.07% 135 +2,987 1.27% Q4 2025 Feb 12, 2026
Turas Capital Management LP History New 235,500 12,954 4.34% 136 +235,500 New Q4 2025 Feb 17, 2026
Premier Fund Managers Ltd History Added to 227,174 12,750 0.73% 0.46% 137 +19,000 9.13% Q4 2025 Feb 03, 2026
Capital Group Private Client Services, Inc. History Reduced 226,619 12,477 0.2% 0.22% 138 -19,981 -8.1% Q4 2025 Feb 11, 2026
Varma Mutual Pension Insurance Co History New 215,100 11,860 0.07% 139 +215,100 New Q4 2025 Feb 02, 2026
TRUIST FINANCIAL CORP History Reduced 210,243 11,565 0.02% 0.02% 140 -435 -0.21% Q4 2025 Feb 02, 2026
Allspring Global Investments Holdings, LLC History Reduced 205,514 11,494 0.02% 0.02% 141 -7,600 -3.57% Q4 2025 Jan 15, 2026
Lorne Steinberg Wealth Management Inc. History Added to 200,314 11,045 2.54% 2.46% 142 +12,364 6.58% Q4 2025 Jan 27, 2026
Guardian Partners Inc. History Added to 187,100 11,044 0.89% 0.78% 143 +16,409 9.61% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History No change 197,400 10,858 0.17% 0.17% 144 0 0.0% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 191,734 10,571 0.01% 0.0% 145 +11,129 6.16% Q4 2025 Feb 02, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 191,144 10,514 0.03% 0.04% 146 -101,395 -34.66% Q4 2025 Feb 17, 2026
Bell Bank History Reduced 184,972 10,175 0.43% 0.44% 147 -883 -0.48% Q4 2025 Jan 14, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 184,660 10,158 0.38% 0.44% 148 -27,610 -13.01% Q4 2025 Jan 28, 2026
Heronetta Management, L.P. History No change 137,316 10,124 5.85% 5.55% 149 0 0.0% Q4 2025 Feb 04, 2026
Capital Innovations LLC History New 177,391 9,758 2.78% 150 +177,391 New Q4 2025 Feb 10, 2026
USS Investment Management Ltd History No change 174,365 9,585 0.04% 0.04% 151 0 0.0% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 167,163 9,216 0.03% 0.03% 152 -3,902 -2.28% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 160,029 8,808 0.05% 0.05% 153 -1,318 -0.82% Q4 2025 Feb 11, 2026
DekaBank Deutsche Girozentrale History No change 215,979 8,494 0.01% 0.02% 154 0 0.0% Q4 2025 Jan 28, 2026
ALLIANZ SE History No change 152,807 8,425 0.11% 0.18% 155 0 0.0% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 142,930 7,868 0.04% 156 +142,930 New Q4 2025 Feb 04, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 139,686 7,701 0.06% 0.07% 157 -10,744 -7.14% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 139,383 7,682 0.01% 0.01% 158 +12,418 9.78% Q4 2025 Feb 17, 2026
Fiera Capital Corp History Added to 138,078 7,605 0.02% 0.02% 159 +3,408 2.53% Q4 2025 Feb 11, 2026
Metis Global Partners, LLC History Reduced 135,727 7,473 0.18% 0.18% 160 -2,565 -1.85% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History Reduced 135,190 7,414 0.0% 0.02% 161 -412,008 -75.29% Q4 2025 Mar 20, 2026
ASSETMARK, INC History Added to 131,944 7,258 0.01% 0.01% 162 +11,697 9.73% Q4 2025 Jan 23, 2026
&PARTNERS History Added to 128,768 7,088 0.04% 0.04% 163 +6,215 5.07% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 128,263 7,055 0.0% 0.0% 164 -256,588 -66.67% Q4 2025 Feb 17, 2026
Investment Management Corp of Ontario History Added to 127,535 7,015 0.09% 0.03% 165 +89,119 231.98% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 126,088 6,936 0.01% 0.01% 166 +74,592 144.85% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 124,433 6,846 0.01% 0.01% 167 +42,023 50.99% Q4 2025 Feb 17, 2026
Guinness Asset Management LTD History Added to 118,790 6,635 0.11% 0.09% 168 +8,468 7.68% Q4 2025 Feb 09, 2026
ProShare Advisors LLC History Added to 117,823 6,487 0.01% 0.01% 169 +5,709 5.09% Q4 2025 Feb 06, 2026
Utah Retirement Systems History No change 116,122 6,402 0.06% 0.06% 170 0 0.0% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 113,815 6,268 0.0% 0.01% 171 -575,562 -83.49% Q4 2025 Feb 12, 2026
Vident Advisory, LLC History Reduced 109,894 6,058 0.06% 0.07% 172 -17,159 -13.51% Q4 2025 Feb 18, 2026
Mariner, LLC History Added to 108,821 5,991 0.01% 0.0% 173 +55,736 104.99% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 108,630 5,976 0.01% 0.01% 174 +40,514 59.48% Q4 2025 Feb 11, 2026
NATIXIS History Added to 104,291 5,737 0.02% 0.02% 175 +20,908 25.07% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History New 103,944 5,717 0.02% 176 +103,944 New Q4 2025 Feb 12, 2026
Generali Asset Management SPA SGR History Added to 74,906 5,661 0.12% 0.03% 177 +54,154 260.96% Q4 2025 Feb 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 101,302 5,572 0.0% 0.0% 178 -2,277 -2.2% Q4 2025 Feb 06, 2026
ALLIANCEBERNSTEIN L.P. History Added to 99,765 5,488 0.0% 0.0% 179 +251 0.25% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 98,003 5,391 0.01% 0.01% 180 +7,363 8.12% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 96,827 5,326 0.01% 0.01% 181 -10,416 -9.71% Q4 2025 Feb 12, 2026
Cannell & Spears LLC History Reduced 96,650 5,316 0.1% 0.11% 182 -13,201 -12.02% Q4 2025 Feb 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 96,043 5,283 0.24% 0.29% 183 -12,391 -11.43% Q4 2025 Feb 11, 2026
Advisors Asset Management, Inc. History Added to 94,059 5,174 0.09% 0.08% 184 +5,919 6.72% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Reduced 92,193 5,071 0.01% 0.01% 185 -7,549 -7.57% Q4 2025 Jan 30, 2026
Ninepoint Partners LP History Added to 90,005 4,951 0.55% 0.6% 186 +5,680 6.74% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Added to 89,982 4,949 0.09% 0.1% 187 +9,806 12.23% Q4 2025 Feb 09, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 89,772 4,943 0.02% 0.02% 188 -11,100 -11.0% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 89,521 4,934 0.01% 0.01% 189 -1,721 -1.89% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 86,830 4,781 0.0% 0.03% 190 -483,964 -84.79% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 86,297 4,747 0.01% 0.01% 191 +1,848 2.19% Q4 2025 Feb 10, 2026
Mediolanum International Funds Ltd History Reduced 80,760 4,541 0.05% 0.05% 193 -12,912 -13.78% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Added to 82,358 4,541 0.02% 0.02% 192 +2,469 3.09% Q4 2025 Jan 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 80,040 4,403 0.07% 0.06% 194 -617 -0.76% Q4 2025 Feb 17, 2026
Ausbil Investment Management Ltd History Reduced 79,286 4,371 2.48% 2.89% 195 -21,233 -21.12% Q4 2025 Jan 13, 2026
HF Advisory Group, LLC History Added to 79,188 4,356 1.52% 1.44% 196 +6,853 9.47% Q4 2025 Jan 23, 2026
Americana Partners, LLC History No change 76,850 4,227 0.12% 0.13% 197 0 0.0% Q4 2025 Feb 06, 2026
Man Group plc History New 75,328 4,143 0.01% 198 +75,328 New Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 75,215 4,139 0.0% 0.0% 199 +42,357 128.91% Q4 2025 Feb 17, 2026
Cinctive Capital Management LP History Reduced 73,515 4,049 0.22% 0.28% 200 -33,805 -31.5% Q4 2025 Feb 17, 2026
K.J. Harrison & Partners Inc History Added to 72,052 3,973 0.53% 0.53% 201 +4,000 5.88% Q4 2025 Feb 03, 2026
Capital International Sarl History Reduced 67,048 3,693 0.06% 0.15% 202 -89,698 -57.23% Q4 2025 Feb 11, 2026
Tacita Capital Inc History Added to 65,226 3,593 2.08% 2.13% 203 +383 0.59% Q4 2025 Feb 11, 2026
BAXTER BROS INC History Reduced 64,905 3,570 0.41% 0.42% 204 -1,250 -1.89% Q4 2025 Jan 26, 2026
ASR Vermogensbeheer N.V. History No change 62,853 3,465 0.04% 0.04% 205 0 0.0% Q4 2025 Feb 03, 2026
VICTORY CAPITAL MANAGEMENT INC History New 44,600 3,370 0.0% 206 +44,600 New Q4 2025 Feb 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 60,078 3,304 0.7% 0.66% 207 0 0.0% Q4 2025 Jan 15, 2026
MERITAGE PORTFOLIO MANAGEMENT History New 59,964 3,298 0.22% 208 +59,964 New Q4 2025 Jan 27, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 59,779 3,296 0.0% 0.0% 209 +644 1.09% Q4 2025 Feb 17, 2026
First Bank & Trust History Reduced 59,142 3,253 0.53% 0.54% 210 -96 -0.16% Q4 2025 Jan 12, 2026
apricus wealth, LLC History Added to 58,740 3,231 1.65% 1.68% 211 +1,355 2.36% Q4 2025 Jan 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 57,478 3,161 0.07% 0.07% 212 +3,306 6.1% Q4 2025 Jan 27, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 56,183 3,098 0.07% 0.07% 213 -4,735 -7.77% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Reduced 55,390 3,046 0.01% 0.02% 214 -5,399 -8.88% Q4 2025 Feb 18, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 55,129 3,032 0.08% 0.08% 215 -537 -0.96% Q4 2025 Jan 07, 2026
Creative Planning History Reduced 54,300 2,987 0.0% 0.0% 216 -2,937 -5.13% Q4 2025 Feb 17, 2026
Trexquant Investment LP History New 54,036 2,972 0.03% 217 +54,036 New Q4 2025 Feb 17, 2026
Sovereign Investment Advisors, LLC History Reduced 52,566 2,931 0.73% 0.82% 218 -2,688 -4.86% Q4 2025 Feb 13, 2026
CASTLEARK MANAGEMENT LLC History Added to 52,460 2,885 0.08% 0.04% 219 +26,910 105.32% Q4 2025 Feb 13, 2026
Gulf International Bank (UK) Ltd History No change 52,202 2,875 0.09% 0.13% 220 0 0.0% Q4 2025 Feb 10, 2026
Lipe & Dalton History Reduced 51,172 2,815 1.39% 1.41% 221 -1,195 -2.28% Q4 2025 Jan 26, 2026
VALICENTI ADVISORY SERVICES INC History Added to 50,990 2,805 0.59% 0.59% 222 +795 1.58% Q4 2025 Jan 16, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 50,417 2,773 0.36% 0.37% 223 -830 -1.62% Q4 2025 Feb 10, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 49,126 2,702 0.57% 0.58% 224 +335 0.69% Q4 2025 Jan 27, 2026
Empowered Funds, LLC History Added to 47,401 2,607 0.04% 0.03% 225 +1,669 3.65% Q4 2025 Feb 18, 2026
Corient Private Wealth LLC History Added to 46,762 2,531 0.0% 0.0% 226 +14,691 45.81% Q4 2025 Mar 09, 2026
Sanctuary Advisors, LLC History Added to 45,415 2,500 0.01% 0.01% 227 +6,456 16.57% Q4 2025 Jan 29, 2026
Atria Investments, Inc History Added to 44,424 2,443 0.03% 0.03% 228 +542 1.24% Q4 2025 Feb 05, 2026
XTX Topco Ltd History Reduced 43,824 2,410 0.06% 0.21% 229 -31,427 -41.76% Q4 2025 Feb 17, 2026
CHELSEA COUNSEL CO History No change 43,150 2,400 1.03% 1.05% 230 0 0.0% Q4 2025 Feb 24, 2026
Ensign Peak Advisors, Inc History No change 43,207 2,382 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 42,910 2,363 0.01% 0.01% 232 +967 2.31% Q4 2025 Feb 06, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 42,372 2,330 0.0% 0.01% 233 -5,247 -11.02% Q4 2025 Feb 13, 2026
Aventail Capital Group, LP History Reduced 41,224 2,267 0.13% 0.13% 234 -8,776 -17.55% Q4 2025 Feb 17, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 39,040 2,203 0.96% 0.9% 235 +676 1.76% Q4 2025 Feb 17, 2026
FMR LLC History Added to 39,872 2,195 0.0% 0.0% 236 +332 0.84% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 39,242 2,158 0.0% 0.0% 237 -57 -0.15% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 36,339 1,999 0.0% 0.0% 238 -276 -0.75% Q4 2025 Jan 23, 2026
FOX RUN MANAGEMENT, L.L.C. History New 36,224 1,992 0.31% 239 +36,224 New Q4 2025 Feb 11, 2026
Cerity Partners LLC History Reduced 35,826 1,970 0.0% 0.0% 240 -4,468 -11.09% Q4 2025 Feb 11, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 34,873 1,918 0.0% 0.0% 241 0 0.0% Q4 2025 Feb 17, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 34,530 1,901 0.08% 0.06% 242 +8,700 33.68% Q4 2025 Feb 17, 2026
FULTON BANK, N.A. History Reduced 34,093 1,875 0.06% 0.07% 243 -156 -0.46% Q4 2025 Jan 08, 2026
Gotham Asset Management, LLC History Reduced 33,006 1,815 0.01% 0.02% 244 -63,803 -65.91% Q4 2025 Feb 17, 2026
EFG International AG History New 32,007 1,760 0.03% 245 +32,007 New Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Reduced 30,993 1,708 0.0% 0.0% 246 -518 -1.64% Q4 2025 Jan 09, 2026
TECTONIC ADVISORS LLC History Added to 30,719 1,689 0.09% 0.07% 247 +5,912 23.83% Q4 2025 Jan 23, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 30,050 1,656 0.01% 0.01% 248 0 0.0% Q4 2025 Feb 10, 2026
Raleigh Capital Management Inc. History Added to 29,249 1,608 0.58% 0.58% 249 +1,162 4.14% Q4 2025 Jan 21, 2026
UniSuper Management Pty Ltd History Added to 20,300 1,534 0.01% 0.01% 250 +2,600 14.69% Q4 2025 Feb 12, 2026
BCV Asset Management Inc. History New 17,342 1,500 0.04% 251 +17,342 New Q4 2025 Feb 17, 2026
STABLEFORD CAPITAL II LLC History Reduced 27,262 1,499 0.54% 0.57% 252 -1,764 -6.08% Q4 2025 Jan 13, 2026
JRM Investment Counsel, LLC History No change 27,000 1,485 0.43% 0.44% 253 0 0.0% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 25,935 1,428 0.0% 0.0% 254 +912 3.64% Q4 2025 Feb 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 25,871 1,423 0.02% 0.01% 255 +13,054 101.85% Q4 2025 Feb 10, 2026
Walleye Trading LLC History Reduced 25,735 1,415 0.0% 0.0% 256 -11,865 -31.56% Q4 2025 Feb 13, 2026
Crossmark Global Holdings, Inc. History Reduced 25,034 1,377 0.02% 0.03% 257 -13,013 -34.2% Q4 2025 Feb 03, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Reduced 25,000 1,375 0.13% 0.25% 258 -25,000 -50.0% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 24,989 1,374 0.01% 0.01% 259 -2,944 -10.54% Q4 2025 Feb 17, 2026
SL ADVISORS, LLC History Reduced 24,825 1,365 2.79% 2.75% 260 -826 -3.22% Q4 2025 Jan 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 24,964 1,349 0.0% 0.0% 261 +623 2.56% Q4 2025 Jan 08, 2026
Royal Fund Management, LLC History Added to 24,348 1,339 0.12% 0.14% 262 +3,176 15.0% Q4 2025 Jan 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 24,022 1,321 0.0% 0.0% 263 +20,737 631.26% Q4 2025 Feb 10, 2026
Verdence Capital Advisors LLC History Added to 23,505 1,292 0.08% 0.07% 264 +345 1.49% Q4 2025 Jan 29, 2026
EVERETT HARRIS & CO /CA/ History Reduced 23,334 1,283 0.02% 0.02% 265 -385 -1.62% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History Reduced 23,139 1,275 0.01% 0.02% 266 -6,237 -21.23% Q4 2025 Feb 02, 2026
SIGNATUREFD, LLC History Added to 22,678 1,247 0.02% 0.02% 267 +1,374 6.45% Q4 2025 Jan 20, 2026
IEQ CAPITAL, LLC History Added to 22,373 1,230 0.0% 0.0% 268 +7,465 50.07% Q4 2025 Feb 13, 2026
INGALLS & SNYDER LLC History No change 21,815 1,200 0.04% 0.04% 269 0 0.0% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 21,629 1,189 0.01% 270 +21,629 New Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 21,544 1,185 0.02% 0.02% 271 -52 -0.24% Q4 2025 Jan 23, 2026
Candriam S.C.A. History Added to 21,016 1,158 0.01% 0.0% 272 +15,715 296.45% Q4 2025 Feb 13, 2026
Sciencast Management LP History Added to 21,031 1,156 0.16% 0.16% 273 +5,633 36.58% Q4 2025 Feb 17, 2026
ALPS ADVISORS INC History Added to 20,986 1,154 0.01% 0.01% 275 +4,209 25.09% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Added to 20,987 1,154 0.01% 0.01% 274 +824 4.09% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 20,852 1,147 0.0% 276 +20,852 New Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 18,722 1,142 0.0% 0.0% 277 -1,081 -5.46% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History No change 20,660 1,136 0.01% 0.01% 278 0 0.0% Q4 2025 Feb 05, 2026
Argyle Capital Management, LLC History No change 20,400 1,122 0.37% 0.38% 279 0 0.0% Q4 2025 Jan 29, 2026
Orion Porfolio Solutions, LLC History Added to 20,392 1,121 0.01% 0.01% 280 +2,027 11.04% Q4 2025 Feb 12, 2026
JACKSON SQUARE CAPITAL, LLC History Added to 20,195 1,113 0.22% 0.2% 281 +3,631 21.92% Q4 2025 Jan 21, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 20,123 1,106 0.0% 5.34% 282 -1,021 -4.83% Q4 2025 Feb 17, 2026
WEALTH ALLIANCE, LLC History Reduced 20,095 1,105 0.11% 0.11% 283 -10 -0.05% Q4 2025 Feb 13, 2026
Argent Trust Co History Reduced 20,035 1,102 0.04% 0.04% 284 -5 -0.02% Q4 2025 Feb 10, 2026
Walleye Capital LLC History Reduced 19,988 1,099 0.0% 0.01% 285 -47,940 -70.57% Q4 2025 Feb 13, 2026
First County Bank /CT/ History Reduced 19,884 1,093 0.57% 0.57% 286 -700 -3.4% Q4 2025 Jan 14, 2026
Inspire Advisors, LLC History Reduced 19,405 1,067 0.1% 0.11% 287 -1,042 -5.1% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 18,900 1,039 0.01% 0.01% 288 +1,168 6.59% Q4 2025 Feb 03, 2026
Kestra Advisory Services, LLC History Added to 18,846 1,036 0.0% 0.0% 289 +3,326 21.43% Q4 2025 Feb 13, 2026
Moors & Cabot, Inc. History Reduced 18,721 1,029 0.04% 0.05% 290 -1,500 -7.42% Q4 2025 Feb 10, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 18,608 1,026 0.15% 0.15% 291 -471 -2.47% Q4 2025 Jan 20, 2026
Souders Financial Advisors History Reduced 18,468 1,015 0.12% 0.13% 292 -899 -4.64% Q4 2025 Feb 02, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 18,339 1,008 0.0% 0.0% 293 +1,880 11.42% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 18,121 996 0.01% 0.0% 294 +7,627 72.68% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Added to 17,689 973 0.03% 0.03% 295 +1,083 6.52% Q4 2025 Feb 19, 2026
Turtle Creek Wealth Advisors, LLC History Added to 17,411 957 0.08% 0.05% 296 +6,219 55.57% Q4 2025 Jan 28, 2026
Laird Norton Wetherby Trust Company, LLC History New 17,177 955 0.02% 297 +17,177 New Q4 2025 Feb 17, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 16,698 920 0.07% 0.07% 298 -4,485 -21.17% Q4 2025 Jan 21, 2026
CREDIT AGRICOLE S A History Added to 16,517 908 0.0% 0.0% 299 +500 3.12% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 16,413 902 0.0% 0.0% 300 +878 5.65% Q4 2025 Feb 10, 2026
Tidal Investments LLC History Reduced 16,369 900 0.0% 0.0% 301 -10,228 -38.46% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 15,953 877 0.01% 0.01% 302 +772 5.09% Q4 2025 Jan 29, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 15,927 876 0.06% 0.06% 303 0 0.0% Q4 2025 Jan 07, 2026
YANKCOM Partnership History Added to 15,682 862 0.37% 0.38% 305 +29 0.19% Q4 2025 Jan 20, 2026
QUADRANT CAPITAL GROUP LLC History No change 15,681 862 0.03% 0.03% 304 0 0.0% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 15,431 848 0.02% 0.02% 306 +5,487 55.18% Q4 2025 Feb 11, 2026
Entropy Technologies, LP History New 15,073 829 0.04% 307 +15,073 New Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 15,081 828 0.0% 0.0% 308 +3,414 29.26% Q4 2025 Feb 13, 2026
Rathbones Group PLC History No change 14,878 820 0.0% 0.0% 309 0 0.0% Q4 2025 Feb 06, 2026
180 WEALTH ADVISORS, LLC History Added to 14,866 817 0.09% 0.1% 310 +248 1.7% Q4 2025 Jan 09, 2026
FIRST INTERSTATE BANK History No change 14,700 808 0.04% 0.04% 311 0 0.0% Q4 2025 Jan 29, 2026
Radnor Capital Management, LLC History Reduced 14,500 797 0.12% 0.12% 312 -600 -3.97% Q4 2025 Feb 06, 2026
Code Waechter LLC History Added to 14,123 776 0.5% 0.46% 313 +551 4.06% Q4 2025 Jan 26, 2026
Centiva Capital, LP History New 14,097 775 0.01% 314 +14,097 New Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 13,981 769 0.0% 0.0% 315 -410 -2.85% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 13,873 763 0.01% 0.01% 316 -223 -1.58% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 13,767 757 0.0% 0.0% 317 +536 4.05% Q4 2025 Mar 16, 2026
Midwest Professional Planners, LTD. History Added to 13,735 755 0.18% 0.18% 318 +439 3.3% Q4 2025 Feb 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 13,718 754 0.04% 0.03% 319 +160 1.18% Q4 2025 Jan 21, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 13,690 753 0.0% 0.0% 320 +713 5.49% Q4 2025 Feb 18, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 13,590 747 0.1% 0.11% 321 -159 -1.16% Q4 2025 Jan 23, 2026
Hillsdale Investment Management Inc. History Added to 13,425 740 0.02% 0.02% 322 +1,932 16.81% Q4 2025 Feb 10, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 13,370 735 0.44% 0.49% 323 0 0.0% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 13,062 718 0.0% 0.0% 324 +3,385 34.98% Q4 2025 Jan 29, 2026
Recurrent Investment Advisors LLC History Reduced 12,555 690 0.05% 0.95% 325 -214,556 -94.47% Q4 2025 Feb 13, 2026
Cordoba Advisory Partners LLC History New 12,249 685 0.17% 326 +12,249 New Q4 2025 Feb 13, 2026
Icon Wealth Advisors, LLC History Added to 12,441 684 0.05% 0.05% 327 +78 0.63% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 12,377 683 0.01% 0.01% 328 -5,256 -29.81% Q4 2025 Jan 05, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 12,398 682 0.2% 0.14% 329 +3,711 42.72% Q4 2025 Feb 11, 2026
Oxbow Advisors, LLC History No change 12,181 670 0.06% 0.06% 330 0 0.0% Q4 2025 Feb 04, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 11,973 649 0.01% 0.01% 331 0 0.0% Q4 2025 Jan 21, 2026
HB Wealth Management, LLC History Added to 11,399 628 0.0% 0.0% 332 +1,286 12.72% Q4 2025 Jan 28, 2026
Wealthstar Advisors, LLC History Reduced 11,300 621 0.27% 0.25% 333 -466 -3.96% Q4 2025 Jan 30, 2026
Lester Murray Antman dba SimplyRich History Reduced 11,069 608 0.16% 0.16% 334 -68 -0.61% Q4 2025 Jan 23, 2026
Hudson Portfolio Management LLC History No change 11,016 605 0.52% 0.53% 335 0 0.0% Q4 2025 Feb 13, 2026
LOUISBOURG INVESTMENTS INC. History No change 10,975 605 0.12% 0.13% 336 0 0.0% Q4 2025 Jan 16, 2026
Stratos Wealth Partners, LTD. History Reduced 10,940 601 0.01% 0.01% 337 -3,179 -22.52% Q4 2025 Jan 20, 2026
M&T BANK CORP History Added to 10,503 577 0.0% 0.0% 338 +137 1.32% Q4 2025 Jan 30, 2026
Redwood Wealth Management Group, LLC History Reduced 10,438 574 0.24% 0.24% 339 -125 -1.18% Q4 2025 Feb 03, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 10,403 572 0.01% 0.01% 340 +63 0.61% Q4 2025 Feb 03, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 10,328 568 0.1% 0.1% 341 0 0.0% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 10,306 566 0.01% 0.01% 342 +2,991 40.89% Q4 2025 Feb 09, 2026
Value Partners Investments Inc. History Added to 10,252 565 0.04% 0.04% 343 +451 4.6% Q4 2025 Jan 08, 2026
STEPHENS INC /AR/ History Added to 10,200 561 0.01% 0.01% 344 +352 3.57% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Added to 9,947 554 0.01% 0.01% 345 +719 7.79% Q4 2025 Feb 17, 2026
Canal Insurance CO History No change 10,000 550 0.13% 0.12% 346 0 0.0% Q4 2025 Feb 03, 2026
Gold Investment Management Ltd. History Added to 9,964 548 0.17% 0.18% 347 +200 2.05% Q4 2025 Jan 28, 2026
Kennebec Savings Bank History Added to 9,854 542 0.47% 0.48% 348 +203 2.1% Q4 2025 Jan 22, 2026
Curi Capital, LLC History Added to 9,730 541 0.01% 0.01% 349 +68 0.7% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 9,753 536 0.0% 0.0% 350 +1,074 12.37% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,733 536 0.0% 0.0% 352 -1,013 -9.43% Q4 2025 Feb 12, 2026
INTRUST BANK NA History Added to 9,759 536 0.04% 0.04% 351 +139 1.44% Q4 2025 Feb 06, 2026
SYON CAPITAL LLC History Added to 9,609 528 0.03% 0.02% 353 +2,062 27.32% Q4 2025 Feb 11, 2026
Meixler Investment Management, Ltd. History Reduced 9,458 520 0.32% 0.32% 354 -70 -0.73% Q4 2025 Feb 13, 2026
Cohen Investment Advisors LLC History Reduced 9,390 516 0.24% 0.25% 355 -22 -0.23% Q4 2025 Jan 15, 2026
Schonfeld Strategic Advisors LLC History New 9,333 513 0.0% 357 +9,333 New Q4 2025 Feb 17, 2026
Caprock Group, LLC History Added to 9,336 513 0.01% 0.01% 356 +5,211 126.33% Q4 2025 Jan 28, 2026
Baird Financial Group, Inc. History Added to 9,282 510 0.0% 0.0% 358 +4,783 106.31% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 9,154 503 0.0% 0.0% 359 0 0.0% Q4 2025 Jan 30, 2026
Corps Capital Advisors, LLC History Reduced 9,141 502 0.52% 0.92% 360 -2,002 -17.97% Q4 2025 Feb 13, 2026
New Hampshire Trust History Reduced 8,979 493 0.1% 0.11% 361 -1,280 -12.48% Q4 2025 Jan 29, 2026
Keudell/Morrison Wealth Management History New 8,903 489 0.1% 362 +8,903 New Q4 2025 Feb 06, 2026
Beverly Hills Private Wealth, LLC History Reduced 8,813 484 0.08% 0.09% 363 -299 -3.28% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 8,734 480 0.0% 364 +8,734 New Q4 2025 Feb 17, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History Reduced 8,602 473 0.02% 0.02% 365 -1,801 -17.31% Q4 2025 Jan 12, 2026
Disciplined Investments, LLC History No change 8,611 473 0.18% 0.19% 366 0 0.0% Q4 2025 Feb 05, 2026
Jackson Hole Capital Partners, LLC History No change 8,560 470 0.08% 0.08% 367 0 0.0% Q4 2025 Jan 30, 2026
Mesirow Financial Investment Management, Inc. History Reduced 8,533 469 0.01% 0.01% 368 -1,458 -14.59% Q4 2025 Feb 05, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 8,412 463 0.0% 0.0% 370 +3,753 80.55% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 8,431 463 0.0% 0.0% 369 +801 10.5% Q4 2025 Jan 26, 2026
West Family Investments, Inc. History No change 8,142 447 0.1% 15.0% 371 0 0.0% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 8,118 446 0.02% 0.02% 373 +776 10.57% Q4 2025 Jan 28, 2026
Avantax Planning Partners, Inc. History No change 8,125 446 0.01% 0.01% 372 0 0.0% Q4 2025 Feb 05, 2026
Steadtrust LLC History No change 8,100 445 0.27% 0.3% 374 0 0.0% Q4 2025 Jan 21, 2026
Lantz Financial LLC History Added to 7,896 434 0.09% 0.09% 375 +340 4.5% Q4 2025 Jan 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 7,588 422 0.02% 0.09% 376 -15,472 -67.09% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History New 7,509 413 0.01% 377 +7,509 New Q4 2025 Feb 06, 2026
GAMCO INVESTORS, INC. ET AL History No change 7,500 412 0.0% 0.0% 378 0 0.0% Q4 2025 Feb 05, 2026
Hilltop Holdings Inc. History Reduced 7,296 401 0.02% 0.02% 379 -523 -6.69% Q4 2025 Feb 17, 2026
HighPoint Advisor Group LLC History Reduced 7,293 401 0.02% 0.02% 380 -145 -1.95% Q4 2025 Feb 04, 2026
Wiser Advisor Group LLC History Added to 7,292 401 0.46% 0.49% 381 +75 1.04% Q4 2025 Feb 09, 2026
Groupe la Francaise History Reduced 7,198 396 0.01% 0.01% 383 -900 -11.11% Q4 2025 Feb 12, 2026
Claret Asset Management Corp History Reduced 7,183 396 0.05% 0.05% 382 -158 -2.15% Q4 2025 Feb 11, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 6,800 374 0.02% 0.02% 384 0 0.0% Q4 2025 Jan 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 6,737 370 0.01% 0.01% 385 +49 0.73% Q4 2025 Feb 06, 2026
Farmers & Merchants Trust Co of Long Beach History No change 6,690 368 0.08% 0.08% 386 0 0.0% Q4 2025 Jan 29, 2026
SummitTX Capital, L.P. History New 6,662 366 0.01% 387 +6,662 New Q4 2025 Feb 17, 2026
Park Place Capital Corp History Reduced 6,590 362 0.08% 0.08% 388 -75 -1.13% Q4 2025 Jan 09, 2026
CHOREO, LLC History Added to 6,419 360 0.0% 0.0% 389 +507 8.58% Q4 2025 Jan 23, 2026
FSM Wealth Advisors, LLC History Added to 6,413 352 0.05% 0.05% 390 +412 6.87% Q4 2025 Jan 23, 2026
Cravens & Co Advisors, LLC History Reduced 6,450 350 0.23% 0.24% 391 -8 -0.12% Q4 2025 Feb 10, 2026
NTV ASSET MANAGEMENT LLC History No change 6,302 346 0.04% 0.04% 392 0 0.0% Q4 2025 Jan 20, 2026
NATURAL INVESTMENTS, LLC History No change 6,250 343 0.09% 0.08% 393 0 0.0% Q4 2025 Jan 23, 2026
Dixon Mitchell Investment Counsel Inc. History New 6,117 341 0.01% 395 +6,117 New Q4 2025 Feb 13, 2026
Arista Wealth Management, LLC History No change 6,200 341 0.04% 0.04% 394 0 0.0% Q4 2025 Feb 09, 2026
Chicago Partners Investment Group LLC History Reduced 6,016 338 0.01% 0.01% 396 -200 -3.22% Q4 2025 Jan 28, 2026
Global Retirement Partners, LLC History Added to 6,107 335 0.01% 0.01% 398 +1,667 37.55% Q4 2025 Feb 06, 2026
Checchi Capital Advisers, LLC History Reduced 6,099 335 0.02% 0.02% 397 -72 -1.17% Q4 2025 Jan 27, 2026
SkyView Investment Advisors, LLC History No change 6,050 333 0.04% 0.04% 399 0 0.0% Q4 2025 Feb 18, 2026
Valtinson Bruner Financial Planning LLC History No change 6,021 331 0.1% 0.1% 400 0 0.0% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Reduced 5,982 329 0.03% 0.03% 401 -7 -0.12% Q4 2025 Jan 26, 2026
Roxbury Financial LLC History Added to 5,794 318 0.29% 0.29% 402 +8 0.14% Q4 2025 Jan 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 5,551 311 0.0% 0.0% 403 -5 -0.09% Q4 2025 Feb 05, 2026
Diversified Trust Co History New 5,601 308 0.01% 404 +5,601 New Q4 2025 Jan 09, 2026
Phillips Wealth Planners LLC History Reduced 5,719 308 0.25% 0.26% 405 -51 -0.88% Q4 2025 Feb 10, 2026
Savant Capital, LLC History Added to 5,569 306 0.0% 0.0% 406 +737 15.25% Q4 2025 Feb 10, 2026
U.S. Capital Wealth Advisors, LLC History Added to 5,566 306 0.01% 0.01% 407 +257 4.84% Q4 2025 Jan 23, 2026
Rempart Asset Management Inc. History No change 5,500 303 0.06% 0.06% 408 0 0.0% Q4 2025 Jan 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 5,494 302 0.01% 0.01% 409 -44 -0.79% Q4 2025 Jan 07, 2026
World Investment Advisors History Added to 5,444 299 0.0% 0.0% 411 +1,115 25.76% Q4 2025 Mar 12, 2026
Guinness Atkinson Asset Management Inc History Added to 5,364 299 0.14% 0.13% 410 +246 4.81% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 5,338 297 0.0% 0.0% 412 +870 19.47% Q4 2025 Feb 17, 2026
SANDERS MORRIS HARRIS LLC History No change 5,300 296 0.46% 0.04% 413 0 0.0% Q4 2025 Jan 08, 2026
GAM Holding AG History New 5,200 286 0.02% 414 +5,200 New Q4 2025 Feb 17, 2026
NBT BANK N A /NY History New 5,166 284 0.02% 415 +5,166 New Q4 2025 Jan 23, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 5,098 280 0.0% 0.0% 416 +136 2.74% Q4 2025 Feb 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,075 279 0.02% 0.02% 417 0 0.0% Q4 2025 Jan 13, 2026
Leonteq Securities AG History No change 3,700 279 0.01% 0.01% 418 0 0.0% Q4 2025 Feb 06, 2026
Goelzer Investment Management, Inc. History No change 5,072 279 0.01% 0.01% 419 0 0.0% Q4 2025 Jan 14, 2026
Vigil Wealth Management, LLC History New 5,000 275 0.23% 421 +5,000 New Q4 2025 Feb 10, 2026
PFG Investments, LLC History No change 5,016 275 0.01% 0.01% 420 0 0.0% Q4 2025 Jan 26, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History New 4,974 273 0.03% 422 +4,974 New Q4 2025 Feb 13, 2026
Farringdon Capital, Ltd. History New 4,966 273 0.07% 423 +4,966 New Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History Added to 4,927 271 0.02% 0.02% 424 +684 16.12% Q4 2025 Feb 17, 2026
DEARBORN PARTNERS LLC History No change 4,885 268 0.01% 0.01% 425 0 0.0% Q4 2025 Feb 11, 2026
PCM Encore, LLC History New 4,843 266 0.06% 426 +4,843 New Q4 2025 Feb 13, 2026
Sunpointe, LLC History No change 4,723 260 0.09% 0.09% 427 0 0.0% Q4 2025 Jan 23, 2026
CALTON & ASSOCIATES, INC. History Added to 4,668 256 0.04% 0.04% 428 +289 6.6% Q4 2025 Feb 10, 2026
Venture Visionary Partners LLC History No change 4,624 254 0.01% 0.01% 429 0 0.0% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 4,445 244 0.0% 430 +4,445 New Q4 2025 Feb 18, 2026
Forum Financial Management, LP History No change 4,439 244 0.0% 0.0% 431 0 0.0% Q4 2025 Jan 27, 2026
Ethic Inc. History New 4,417 242 0.0% 432 +4,417 New Q4 2025 Feb 03, 2026
FOCUSED ALPHA, LLC History New 4,389 241 0.07% 433 +4,389 New Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 4,351 239 0.0% 0.0% 436 +642 17.31% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 4,355 239 0.0% 0.0% 434 +42 0.97% Q4 2025 Feb 02, 2026
CENTRAL TRUST Co History No change 4,346 239 0.0% 0.0% 435 0 0.0% Q4 2025 Feb 02, 2026
NewEdge Wealth, LLC History New 4,324 237 0.0% 438 +4,324 New Q4 2025 Feb 03, 2026
Inscription Capital, LLC History Added to 4,320 237 0.02% 0.02% 437 +114 2.71% Q4 2025 Jan 29, 2026
October Effect Ltd History Reduced 4,300 236 0.26% 0.26% 439 -100 -2.27% Q4 2025 Jan 20, 2026
Merit Financial Group, LLC History New 4,272 235 0.0% 440 +4,272 New Q4 2025 Jan 26, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 4,287 235 0.18% 0.18% 441 -13 -0.3% Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History New 4,249 233 0.0% 443 +4,249 New Q4 2025 Jan 29, 2026
MOODY LYNN & LIEBERSON, LLC History No change 4,250 233 0.01% 0.01% 442 0 0.0% Q4 2025 Jan 15, 2026
EverSource Wealth Advisors, LLC History Added to 4,223 232 0.01% 0.01% 444 +232 5.81% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Reduced 4,216 231 0.0% 0.0% 447 -769 -15.43% Q4 2025 Feb 12, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 4,200 231 0.01% 0.01% 445 0 0.0% Q4 2025 Feb 17, 2026
Callahan Advisors, LLC History No change 4,200 231 0.02% 0.02% 446 0 0.0% Q4 2025 Feb 06, 2026
J.W. COLE ADVISORS, INC. History Reduced 4,283 228 0.01% 0.0% 448 -192 -4.29% Q4 2025 Feb 11, 2026
Arkadios Wealth Advisors History Added to 4,090 225 0.0% 0.01% 450 +105 2.63% Q4 2025 Feb 13, 2026
PDS Planning, Inc History Added to 4,097 225 0.02% 0.02% 449 +90 2.25% Q4 2025 Jan 26, 2026
Sivia Capital Partners, LLC History New 4,062 223 0.05% 452 +4,062 New Q4 2025 Feb 10, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 4,070 223 0.07% 0.09% 451 +54 1.34% Q4 2025 Jan 08, 2026
Advisory Services Network, LLC History No change 4,040 222 0.0% 0.0% 453 0 0.0% Q4 2025 Feb 17, 2026
Physician Wealth Advisors, Inc. History No change 4,048 222 0.03% 0.03% 454 0 0.0% Q4 2025 Jan 29, 2026
ABNER HERRMAN & BROCK LLC History No change 4,000 220 0.02% 0.02% 455 0 0.0% Q4 2025 Jan 06, 2026
Independent Solutions Wealth Management, LLC History No change 4,000 220 0.04% 0.04% 456 0 0.0% Q4 2025 Feb 05, 2026
Granite Group Advisors, LLC History No change 4,017 220 0.12% 0.13% 457 0 0.0% Q4 2025 Jan 13, 2026
Dakota Community Bank & Trust NA History Added to 3,986 219 0.75% 0.82% 458 +132 3.43% Q4 2025 Jan 26, 2026
Advyzon Investment Management, LLC History New 3,979 218 0.03% 459 +3,979 New Q4 2025 Feb 13, 2026
Wealth Science Advisors LLC History New 3,955 217 0.13% 460 +3,955 New Q4 2025 Jan 28, 2026
Frank, Rimerman Advisors LLC History New 3,930 216 0.01% 461 +3,930 New Q4 2025 Jan 15, 2026
CWM, LLC History Reduced 3,831 211 0.0% 0.0% 462 -17 -0.44% Q4 2025 Jan 26, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 3,820 210 0.01% 0.01% 463 -100 -2.55% Q4 2025 Jan 12, 2026
GREENLEAF TRUST History Added to 3,796 208 0.0% 0.0% 464 +16 0.42% Q4 2025 Jan 21, 2026
Hilton Head Capital Partners, LLC History New 3,757 206 0.12% 467 +3,757 New Q4 2025 Feb 11, 2026
JCIC Asset Management Inc. History Added to 3,746 206 0.06% 0.06% 466 +220 6.24% Q4 2025 Jan 22, 2026
Essex Financial Services, Inc. History Added to 3,753 206 0.01% 0.01% 465 +3 0.08% Q4 2025 Feb 10, 2026
Pacific Sage Partners, LLC History No change 3,722 204 0.03% 0.03% 468 0 0.0% Q4 2025 Jan 16, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 3,701 203 0.01% 470 +3,701 New Q4 2025 Jan 26, 2026
Williams Jones Wealth Management, LLC. History New 3,695 203 0.0% 471 +3,695 New Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Reduced 3,700 203 0.0% 0.0% 469 -369 -9.07% Q4 2025 Feb 12, 2026
Roehl & Yi Investment Advisors, LLC History New 3,673 202 0.08% 472 +3,673 New Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History New 3,652 200 0.01% 473 +3,652 New Q4 2025 Jan 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 3,652 200 0.03% 474 +3,652 New Q4 2025 Feb 12, 2026
EASTERN BANK History No change 3,500 192 0.0% 0.0% 475 0 0.0% Q4 2025 Jan 14, 2026
Amplify Investments, LLC History Added to 3,774 191 4.42% 4.3% 476 +666 21.43% Q4 2025 Feb 02, 2026
Versant Capital Management, Inc History Added to 3,297 181 0.02% 0.02% 477 +717 27.79% Q4 2025 Jan 08, 2026
Bayforest Capital Ltd History Reduced 3,242 178 0.13% 0.11% 478 -836 -20.5% Q4 2025 Jan 27, 2026
Allworth Financial LP History New 3,221 177 0.0% 479 +3,221 New Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Reduced 3,113 171 0.0% 0.02% 480 -12,426 -79.97% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 3,072 168 0.0% 0.0% 481 -21 -0.68% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Added to 3,029 166 0.0% 0.0% 483 +221 7.87% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 3,018 166 0.0% 0.0% 482 0 0.0% Q4 2025 Feb 12, 2026
Westerkirk Capital Inc. History Reduced 2,962 163 0.02% 0.27% 484 -40,700 -93.22% Q4 2025 Feb 11, 2026
VISION FINANCIAL MARKETS LLC History No change 2,850 156 0.16% 0.13% 485 0 0.0% Q4 2025 Jan 22, 2026
GROUP ONE TRADING LLC History New 2,731 150 0.0% 486 +2,731 New Q4 2025 Feb 12, 2026
Cromwell Holdings LLC History No change 2,697 149 0.08% 0.08% 487 0 0.0% Q4 2025 Jan 20, 2026
Parkside Financial Bank & Trust History Reduced 2,700 148 0.01% 0.02% 488 -1,600 -37.21% Q4 2025 Feb 13, 2026
SUMMIT SECURITIES GROUP LLC History No change 2,700 148 0.02% 0.03% 489 0 0.0% Q4 2025 Feb 17, 2026
Lloyd Advisory Services, LLC. History New 2,654 145 0.06% 490 +2,654 New Q4 2025 Feb 06, 2026
Bank & Trust Co History No change 2,636 145 0.1% 0.11% 491 0 0.0% Q4 2025 Jan 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,635 144 0.0% 0.0% 492 +5 0.19% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 2,607 143 0.0% 0.0% 493 +418 19.1% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History Added to 2,584 142 0.0% 0.0% 494 +83 3.32% Q4 2025 Feb 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,455 141 0.0% 0.0% 495 0 0.0% Q4 2025 Jan 28, 2026
Spire Wealth Management History Reduced 2,500 137 0.0% 0.01% 496 -271 -9.78% Q4 2025 Jan 14, 2026
NBC SECURITIES, INC. History Reduced 2,421 133 0.01% 0.01% 497 -10 -0.41% Q4 2025 Jan 29, 2026
Bollard Group LLC History No change 2,083 115 0.0% 0.0% 498 0 0.0% Q4 2025 Feb 13, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 2,000 110 0.02% 0.02% 499 0 0.0% Q4 2025 Feb 10, 2026
SIMPLEX TRADING, LLC History New 1,951 107 0.0% 500 +1,951 New Q4 2025 Feb 11, 2026
ATWOOD & PALMER INC History No change 1,895 104 0.01% 0.01% 501 0 0.0% Q4 2025 Jan 28, 2026
LOM Asset Management Ltd History New 1,350 102 0.03% 502 +1,350 New Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History Added to 1,816 101 0.0% 0.0% 503 +1,013 126.15% Q4 2025 Feb 13, 2026
HM PAYSON & CO History Reduced 1,790 98 0.0% 0.0% 504 -17 -0.94% Q4 2025 Feb 12, 2026
OSSIAM History New 1,724 95 0.0% 505 +1,724 New Q4 2025 Feb 13, 2026
Pacifica Partners Inc. History No change 1,625 90 0.04% 0.03% 506 0 0.0% Q4 2025 Jan 09, 2026
FNY Investment Advisers, LLC History New 1,600 88 0.02% 508 +1,600 New Q4 2025 Jan 16, 2026
IFP Advisors, Inc History Reduced 1,611 88 0.0% 0.0% 507 -628 -28.05% Q4 2025 Feb 06, 2026
CNB Bank History Reduced 1,473 81 0.03% 0.05% 509 -572 -27.97% Q4 2025 Feb 11, 2026
Olistico Wealth, LLC History New 1,400 77 0.04% 510 +1,400 New Q4 2025 Jan 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 1,367 75 0.0% 0.0% 511 -33,522 -96.08% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History Added to 1,332 73 0.01% 0.0% 514 +997 297.61% Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History Reduced 1,344 73 0.0% 0.0% 512 -73 -5.15% Q4 2025 Jan 27, 2026
Archer Investment Corp History No change 1,328 73 0.02% 0.02% 513 0 0.0% Q4 2025 Jan 30, 2026
Gen-Wealth Partners Inc History No change 1,313 72 0.02% 0.02% 515 0 0.0% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Added to 1,262 69 0.0% 0.0% 516 +82 6.95% Q4 2025 Feb 09, 2026
Aventura Private Wealth, LLC History Reduced 1,233 67 0.02% 0.03% 517 -198 -13.84% Q4 2025 Jan 07, 2026
Hanson & Doremus Investment Management History Reduced 1,130 62 0.01% 0.01% 518 -44 -3.75% Q4 2025 Jan 20, 2026
Bogart Wealth, LLC History No change 1,140 62 0.0% 0.0% 519 0 0.0% Q4 2025 Jan 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,113 61 0.0% 0.0% 520 0 0.0% Q4 2025 Jan 22, 2026
Camelot Portfolios, LLC History New 1,085 59 0.04% 521 +1,085 New Q4 2025 Jan 29, 2026
Atlantic Union Bankshares Corp History Added to 1,000 55 0.0% 0.0% 523 +500 100.0% Q4 2025 Feb 04, 2026
SouthState Bank Corp History Reduced 1,000 55 0.0% 0.0% 522 -57 -5.39% Q4 2025 Feb 11, 2026
ROGCO, LP History No change 1,000 55 0.02% 0.02% 524 0 0.0% Q4 2025 Jan 30, 2026
BAYBAN History New 982 54 0.05% 525 +982 New Q4 2025 Mar 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 968 53 0.0% 0.0% 526 0 0.0% Q4 2025 Feb 03, 2026
Truvestments Capital LLC History No change 961 52 0.01% 0.01% 527 0 0.0% Q4 2025 Feb 13, 2026
AMERICAN NATIONAL BANK & TRUST History New 906 49 0.0% 528 +906 New Q4 2025 Jan 20, 2026
Harbor Asset Planning, Inc. History No change 882 48 0.04% 0.04% 529 0 0.0% Q4 2025 Jan 26, 2026
Millstone Evans Group, LLC History No change 871 47 0.03% 0.03% 530 0 0.0% Q4 2025 Feb 02, 2026
Larson Financial Group LLC History Added to 832 45 0.0% 0.0% 531 +27 3.35% Q4 2025 Feb 06, 2026
DV Trading LLC History New 800 44 0.0% 532 +800 New Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History New 800 44 0.01% 534 +800 New Q4 2025 Feb 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 800 44 0.03% 0.03% 533 0 0.0% Q4 2025 Feb 05, 2026
First Command Advisory Services, Inc. History Reduced 770 42 0.0% 0.0% 535 -215 -21.83% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 673 37 0.0% 0.0% 536 +143 26.98% Q4 2025 Jan 15, 2026
Hilltop National Bank History No change 659 36 0.01% 0.01% 537 0 0.0% Q4 2025 Jan 07, 2026
Compagnie Lombard Odier SCmA History No change 640 35 0.0% 0.0% 538 0 0.0% Q4 2025 Jan 16, 2026
Pinnacle Wealth Planning Services, Inc. History New 604 33 0.0% 541 +604 New Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Added to 601 33 0.0% 0.0% 539 +3 0.5% Q4 2025 Jan 20, 2026
Westside Investment Management, Inc. History No change 594 33 0.01% 0.01% 540 0 0.0% Q4 2025 Jan 23, 2026
McIlrath & Eck, LLC History New 580 31 0.0% 542 +580 New Q4 2025 Feb 03, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 556 30 0.01% 0.01% 543 +6 1.09% Q4 2025 Feb 13, 2026
Frazier Financial Advisors, LLC History No change 520 28 0.02% 0.02% 544 0 0.0% Q4 2025 Feb 09, 2026
Bruce G. Allen Investments, LLC History No change 511 28 0.02% 0.02% 545 0 0.0% Q4 2025 Feb 10, 2026
TRUST CO OF VERMONT History New 500 27 0.0% 546 +500 New Q4 2025 Jan 16, 2026
Hartford Financial Management Inc. History No change 496 27 0.01% 0.01% 547 0 0.0% Q4 2025 Jan 21, 2026
ESL Trust Services, LLC History No change 500 27 0.01% 0.01% 548 0 0.0% Q4 2025 Feb 10, 2026
State of Wyoming History No change 492 27 0.0% 0.0% 549 0 0.0% Q4 2025 Feb 11, 2026
CX Institutional History Added to 473 26 0.0% 0.0% 551 +180 61.43% Q4 2025 Feb 02, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 490 26 0.02% 0.02% 550 0 0.0% Q4 2025 Feb 13, 2026
Smallwood Wealth Investment Management, LLC History No change 485 26 0.01% 0.01% 552 0 0.0% Q4 2025 Jan 23, 2026
Caitong International Asset Management Co., Ltd History Added to 458 25 0.01% 0.02% 553 +23 5.29% Q4 2025 Mar 03, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 453 24 0.0% 554 +453 New Q4 2025 Feb 09, 2026
Manchester Capital Management LLC History New 435 23 0.0% 555 +435 New Q4 2025 Feb 11, 2026
Transamerica Financial Advisors, LLC History Added to 404 22 0.0% 0.0% 557 +192 90.57% Q4 2025 Feb 13, 2026
DUNCKER STREETT & CO INC History No change 400 22 0.0% 0.0% 556 0 0.0% Q4 2025 Jan 27, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 393 21 0.01% 0.01% 558 +5 1.29% Q4 2025 Jan 27, 2026
United Community Bank History New 362 19 0.01% 559 +362 New Q4 2025 Jan 30, 2026
Richard W. Paul & Associates, LLC History Added to 335 18 0.01% 0.01% 560 +1 0.3% Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 323 17 0.0% 0.0% 565 -25 -7.18% Q4 2025 Feb 03, 2026
Golden State Wealth Management, LLC History Added to 310 17 0.0% 0.0% 564 +1 0.32% Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History No change 325 17 0.0% 0.0% 561 0 0.0% Q4 2025 Jan 21, 2026
Grove Bank & Trust History No change 325 17 0.0% 0.0% 562 0 0.0% Q4 2025 Jan 08, 2026
Geneos Wealth Management Inc. History No change 312 17 0.0% 0.0% 563 0 0.0% Q4 2025 Jan 28, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 260 16 0.01% 0.01% 566 0 0.0% Q4 2025 Feb 13, 2026
Towne Trust Company, N.A History No change 300 16 0.0% 0.01% 567 0 0.0% Q4 2025 Jan 26, 2026
JFS WEALTH ADVISORS, LLC History No change 290 15 0.0% 0.0% 568 0 0.0% Q4 2025 Jan 14, 2026
CGC Financial Services, LLC History No change 286 15 0.0% 0.0% 569 0 0.0% Q4 2025 Feb 03, 2026
HHM Wealth Advisors, LLC History No change 264 14 0.0% 0.0% 570 0 0.0% Q4 2025 Jan 22, 2026
TOBAM History No change 167 13 0.0% 0.0% 571 0 0.0% Q4 2025 Mar 02, 2026
Pinnacle Bancorp, Inc. History No change 250 13 0.0% 0.0% 572 0 0.0% Q4 2025 Jan 22, 2026
VSM Wealth Advisory, LLC History No change 200 11 0.0% 0.0% 573 0 0.0% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 199 10 0.0% 0.0% 574 +2 1.02% Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 179 9 0.01% 577 +179 New Q4 2025 Feb 18, 2026
Root Financial Partners, LLC History Added to 179 9 0.0% 0.0% 576 +114 175.38% Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Added to 178 9 0.0% 0.0% 575 +9 5.33% Q4 2025 Jan 16, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 153 8 0.0% 0.0% 578 0 0.0% Q4 2025 Jan 30, 2026
GODSEY & GIBB, INC History No change 156 8 0.0% 0.0% 579 0 0.0% Q4 2025 Jan 27, 2026
JNBA Financial Advisors History No change 156 8 0.0% 0.0% 580 0 0.0% Q4 2025 Jan 26, 2026
Rialto Wealth Management, LLC History No change 156 8 0.0% 0.0% 581 0 0.0% Q4 2025 Jan 12, 2026
SJS Investment Consulting Inc. History New 141 7 0.0% 582 +141 New Q4 2025 Jan 21, 2026
Hara Capital LLC History No change 135 7 0.0% 0.0% 583 0 0.0% Q4 2025 Jan 15, 2026
GAMMA Investing LLC History No change 141 7 0.0% 0.0% 584 0 0.0% Q4 2025 Jan 05, 2026
GHP Investment Advisors, Inc. History New 115 6 0.0% 585 +115 New Q4 2025 Jan 27, 2026
Cornerstone Planning Group LLC History Added to 110 6 0.0% 0.0% 586 +71 182.05% Q4 2025 Feb 02, 2026
True Wealth Design, LLC History No change 125 6 0.0% 0.0% 587 0 0.0% Q4 2025 Jan 08, 2026
Ancora Advisors LLC History New 107 5 0.0% 588 +107 New Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Added to 105 5 0.0% 0.0% 589 +1 0.96% Q4 2025 Feb 20, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 91 5 0.0% 0.0% 593 +1 1.11% Q4 2025 Jan 15, 2026
Anchor Investment Management, LLC History No change 104 5 0.0% 0.0% 590 0 0.0% Q4 2025 Feb 26, 2026
Sound Income Strategies, LLC History No change 100 5 0.0% 0.0% 591 0 0.0% Q4 2025 Jan 21, 2026
Bank of Jackson Hole Trust History No change 92 5 0.0% 0.0% 592 0 0.0% Q4 2025 Feb 12, 2026
Caldwell Trust Co History No change 100 5 0.0% 0.0% 594 0 0.0% Q4 2025 Jan 30, 2026
Optiver Holding B.V. History New 90 4 0.0% 599 +90 New Q4 2025 Feb 17, 2026
MCGUIRE CAPITAL ADVISORS INC History New 77 4 0.0% 601 +77 New Q4 2025 Feb 19, 2026
Bell Investment Advisors, Inc History Added to 79 4 0.0% 0.0% 600 +18 29.51% Q4 2025 Feb 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 69 4 0.0% 0.0% 595 0 0.0% Q4 2025 Feb 09, 2026
Avion Wealth History No change 81 4 0.0% 0.0% 596 0 0.0% Q4 2025 Jan 23, 2026
CVA Family Office, LLC History No change 88 4 0.0% 0.0% 597 0 0.0% Q4 2025 Jan 12, 2026
MTM Investment Management, LLC History No change 90 4 0.0% 0.0% 598 0 0.0% Q4 2025 Feb 09, 2026
Johnson Financial Group, Inc. History New 63 3 0.0% 606 +63 New Q4 2025 Feb 12, 2026
UMB Bank, n.a. History New 62 3 0.0% 603 +62 New Q4 2025 Feb 13, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 62 3 0.0% 611 +62 New Q4 2025 Jan 28, 2026
N.E.W. Advisory Services LLC History New 60 3 0.0% 608 +60 New Q4 2025 Jan 28, 2026
DecisionPoint Financial, LLC History Added to 70 3 0.0% 609 +56 400.0% Q4 2025 Jan 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 55 3 0.0% 610 +55 New Q4 2025 Feb 10, 2026
Penserra Capital Management LLC History Reduced 63 3 0.0% 0.0% 607 -24 -27.59% Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History Added to 70 3 0.0% 0.0% 602 +1 1.45% Q4 2025 Feb 06, 2026
American Wealth Advisors, LLC History Added to 69 3 0.0% 0.0% 612 +1 1.47% Q4 2025 Jan 26, 2026
North Star Investment Management Corp. History No change 66 3 0.0% 0.0% 604 0 0.0% Q4 2025 Jan 30, 2026
Asset Dedication, LLC History No change 66 3 0.0% 0.0% 605 0 0.0% Q4 2025 Jan 26, 2026
Legacy Wealth Managment, LLC/ID History New 49 2 0.0% 619 +49 New Q4 2025 Feb 03, 2026
Lodestone Wealth Management LLC History New 43 2 0.0% 615 +43 New Q4 2025 Jan 15, 2026
RICHARDSON FINANCIAL SERVICES INC. History New 17 2 0.0% 618 +17 New Q4 2025 Jan 22, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 50 2 0.0% 0.0% 613 0 0.0% Q4 2025 Feb 06, 2026
Scarborough Advisors, LLC History No change 50 2 0.0% 0.0% 614 0 0.0% Q4 2025 Feb 17, 2026
Wealth Preservation Advisors, LLC History No change 40 2 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 23, 2026
ORG Partners LLC History No change 46 2 0.0% 0.0% 617 0 0.0% Q4 2025 Jan 14, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History New 28 1 0.0% 621 +28 New Q4 2025 Jan 22, 2026
Sunrise Financial Services, LLC History New 22 1 0.0% 623 +22 New Q4 2025 Feb 11, 2026
Signature Equity Partners, LLC History New 20 1 0.0% 622 +20 New Q4 2025 Feb 17, 2026
Key FInancial Inc History No change 23 1 0.0% 0.0% 620 0 0.0% Q4 2025 Feb 09, 2026
Engineers Gate Manager LP History Closed out 0 0 0.16% -255,896 -100.0% Q3 2025 Nov 14, 2025
Verition Fund Management LLC History Closed out 0 0 0.04% -183,788 -100.0% Q3 2025 Nov 14, 2025
Candelo Capital Management LP History Closed out 0 0 6.29% -134,195 -100.0% Q3 2025 Nov 14, 2025
CAPITAL INTERNATIONAL LTD /CA/ History Closed out 0 0 0.13% -66,633 -100.0% Q3 2025 Nov 13, 2025
BURNEY CO/ History Closed out 0 0 0.07% -38,863 -100.0% Q3 2025 Oct 16, 2025
Corigliano Investment Advisers, LLC History Closed out 0 0 0.67% -38,000 -100.0% Q3 2025 Nov 14, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.01% -26,986 -100.0% Q3 2025 Nov 14, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.11% -25,571 -100.0% Q3 2025 Oct 28, 2025
Sageworth Trust Co History Closed out 0 0 0.06% -25,121 -100.0% Q3 2025 Nov 07, 2025
PRUDENTIAL PLC History Closed out 0 0 0.01% -21,564 -100.0% Q3 2025 Nov 14, 2025
Lee Financial Co History Closed out 0 0 0.11% -16,814 -100.0% Q3 2025 Nov 04, 2025
Capital Group Investment Management Pte. Ltd. History Closed out 0 0 0.13% -14,813 -100.0% Q3 2025 Nov 13, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -12,904 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -12,144 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.12% -9,845 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.03% -9,166 -100.0% Q3 2025 Nov 14, 2025
Baader Bank Aktiengesellschaft History Closed out 0 0 0.03% -8,332 -100.0% Q3 2025 Nov 06, 2025
Versor Investments LP History Closed out 0 0 0.07% -7,363 -100.0% Q3 2025 Nov 06, 2025
Procyon Advisors, LLC History Closed out 0 0 0.02% -5,630 -100.0% Q3 2025 Oct 28, 2025
Prospera Financial Services Inc History Closed out 0 0 0.0% -4,139 -100.0% Q3 2025 Nov 06, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -3,900 -100.0% Q3 2025 Oct 14, 2025
Manhattan West Asset Management, LLC History Closed out 0 0 0.04% -3,700 -100.0% Q3 2025 Nov 24, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -3,227 -100.0% Q3 2025 Nov 13, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -1,331 -100.0% Q3 2025 Nov 14, 2025
CITY HOLDING CO History Closed out 0 0 0.01% -1,325 -100.0% Q3 2025 Oct 22, 2025
SWAN Capital LLC History Closed out 0 0 0.02% -728 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -271 -100.0% Q3 2025 Nov 03, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -261 -100.0% Q3 2025 Nov 06, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -247 -100.0% Q3 2025 Oct 07, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -188 -100.0% Q3 2025 Oct 21, 2025
ALERUS FINANCIAL NA History Closed out 0 0 0.0% -178 -100.0% Q3 2025 Nov 10, 2025
OLD SECOND NATIONAL BANK OF AURORA History Closed out 0 0 0.0% -156 -100.0% Q3 2025 Oct 22, 2025
North Capital, Inc. History Closed out 0 0 0.01% -146 -100.0% Q3 2025 Oct 09, 2025
KELLY LAWRENCE W & ASSOCIATES INC/CA History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 14, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Nov 07, 2025
Wealth Watch Advisors, INC History Closed out 0 0 0.0% -48 -100.0% Q3 2025 Nov 13, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -29 -100.0% Q3 2025 Nov 14, 2025
TUCKER ASSET MANAGEMENT LLC History New 15 0 +15 New Q4 2025 Feb 05, 2026
Tidemark, LLC History Closed out 0 0 -13 -100.0% Q3 2025 Nov 03, 2025
FINANCIAL CONSULATE, INC History New 10 0 +10 New Q4 2025 Jan 22, 2026
MV CAPITAL MANAGEMENT, INC. History New 10 0 +10 New Q4 2025 Feb 23, 2026
Godfrey Financial Associates, Inc. History New 9 0 +9 New Q4 2025 Feb 10, 2026
Quest 10 Wealth Builders, Inc. History Reduced 17 0 -1 -5.56% Q4 2025 Jan 29, 2026
Kilter Group LLC History New 1 0 +1 New Q4 2025 Feb 13, 2026
Kozak & Associates, Inc. History No change 11 0 0 0.0% Q4 2025 Jan 12, 2026
Private Wealth Asset Management, LLC History No change 18 0 0 0.0% Q4 2025 Feb 10, 2026
Bare Financial Services, Inc History No change 18 0 0 0.0% Q4 2025 Feb 06, 2026