Unum Group - UNM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 75 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
VANGUARD GROUP INC History Reduced 18,174,771 1,408,544 0.02% 0.02% 1 -485,363 -2.6% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 17,047,275 1,321,163 0.02% 0.02% 2 -359,532 -2.07% Q4 2025 Feb 12, 2026
NORGES BANK History New 14,308,628 1,108,918 0.12% — 3 +14,308,628 New Q4 2025 Feb 10, 2026
FMR LLC History Added to 7,431,736 575,959 0.03% 0.03% 4 +259,229 3.61% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 5,653,246 438,126 0.07% 0.07% 5 +26,753 0.48% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 5,330,104 413,083 0.01% 0.01% 6 -175,967 -3.2% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 4,681,079 362,783 0.26% 0.33% 7 -1,053,858 -18.38% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,791,712 293,867 0.06% 0.06% 8 +13,832 0.37% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 3,272,028 253,627 0.02% 0.02% 9 -115,022 -3.4% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Reduced 3,259,970 252,647 0.02% 0.02% 10 -129,277 -3.81% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History Reduced 2,665,606 206,584 0.45% 0.47% 11 -67,334 -2.46% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 2,153,499 166,896 0.09% 0.12% 12 -185,790 -7.94% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,797,305 139,291 0.08% 0.1% 13 -379,145 -17.42% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 1,705,116 132,146 0.02% 0.02% 14 -50,082 -2.85% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 1,669,079 129,353 0.02% 0.02% 15 -120,518 -6.73% Q4 2025 Feb 10, 2026
Invesco Ltd. History Reduced 1,647,035 127,645 0.02% 0.02% 16 -22,193 -1.33% Q4 2025 Feb 19, 2026
Woodline Partners LP History Added to 1,412,830 109,494 0.42% 0.24% 17 +747,665 112.4% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,356,916 105,160 0.02% 0.02% 18 +68,957 5.35% Q4 2025 Jan 29, 2026
DONALD SMITH & CO., INC. History Reduced 1,315,212 101,928 1.91% 2.76% 19 -464,757 -26.11% Q4 2025 Feb 11, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 1,250,000 96,875 0.15% 0.15% 20 +50,000 4.17% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,247,189 96,657 0.01% 0.01% 21 -262,268 -17.37% Q4 2025 Mar 25, 2026
Allianz Asset Management GmbH History Reduced 1,154,762 89,494 0.09% 0.22% 22 -1,361,364 -54.11% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 1,129,842 87,560 0.01% — 23 +1,129,842 New Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 1,116,877 86,557 0.02% 0.02% 24 -50,975 -4.36% Q4 2025 Feb 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 1,078,811 83,855 0.07% 0.1% 25 -342,118 -24.08% Q4 2025 Jan 08, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 984,384 76,289 0.03% 0.04% 26 -80,787 -7.58% Q4 2025 Feb 17, 2026
Alyeska Investment Group, L.P. History Added to 930,534 72,116 0.2% 0.05% 27 +730,534 365.27% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History New 800,762 62,059 0.06% — 28 +800,762 New Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 767,720 59,498 0.07% 0.0% 29 +735,692 2297.03% Q4 2025 Feb 17, 2026
Zurich Insurance Group Ltd/FI History New 759,490 58,860 0.41% — 30 +759,490 New Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 700,748 54,307 0.07% 0.11% 31 -383,735 -35.38% Q4 2025 Feb 17, 2026
ALGEBRIS (UK) LTD History Added to 699,806 54,260 4.31% 3.43% 32 +310,343 79.68% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 658,212 51,011 0.1% 0.09% 33 +215,124 48.55% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 650,331 50,400 0.05% 0.03% 34 +306,624 89.21% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 621,059 48,132 0.08% 0.07% 35 +103,546 20.01% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 600,257 46,519 0.08% 0.09% 36 -90,595 -13.11% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Added to 574,656 44,535 0.01% 0.0% 37 +420,898 273.74% Q4 2025 Feb 12, 2026
Allspring Global Investments Holdings, LLC History Reduced 575,063 44,412 0.07% 0.08% 38 -80,503 -12.28% Q4 2025 Jan 15, 2026
MARSHALL WACE, LLP History Added to 561,154 43,489 0.04% 0.01% 39 +468,771 507.42% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Added to 559,657 43,373 0.03% 0.03% 40 +75,019 15.48% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 554,012 42,941 0.04% 0.04% 41 +56,081 11.26% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 548,703 42,524 0.01% 0.01% 42 -64,988 -10.59% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 542,982 42,081 0.02% 0.0% 43 +469,123 635.16% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 540,144 42,066 0.06% 0.04% 44 +252,870 88.02% Q4 2025 Feb 18, 2026
JPMORGAN CHASE & CO History Reduced 540,839 41,915 0.0% 0.0% 45 -126,780 -18.99% Q4 2025 Feb 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 521,352 40,404 0.02% 0.01% 46 +264,545 103.01% Q4 2025 Feb 13, 2026
Vest Financial, LLC History Reduced 519,374 40,251 0.51% 0.66% 47 -134,153 -20.53% Q4 2025 Jan 30, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 509,814 39,510 0.06% 0.1% 48 -354,671 -41.03% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 489,580 37,942 0.0% 0.0% 49 -18,389 -3.62% Q4 2025 Feb 17, 2026
GRACE & WHITE INC /NY History Reduced 488,230 37,837 6.75% 6.78% 50 -5,501 -1.11% Q4 2025 Jan 26, 2026
Swedbank AB History Added to 467,505 36,231 0.04% 0.01% 51 +279,233 148.31% Q4 2025 Feb 09, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 461,161 35,739 0.02% 0.03% 52 -103,315 -18.3% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 440,236 34,118 0.03% 0.03% 53 -19,662 -4.28% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Reduced 435,201 33,728 0.06% 0.07% 54 -4,273 -0.97% Q4 2025 Feb 06, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 429,129 33,257 0.6% 0.66% 55 -73,093 -14.55% Q4 2025 Jan 14, 2026
Retirement Systems of Alabama History Reduced 409,759 31,756 0.1% 0.11% 56 -4,686 -1.13% Q4 2025 Jan 15, 2026
Gillson Capital LP History Added to 362,600 28,102 1.84% 1.66% 57 +116,600 47.4% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 358,829 27,809 0.11% — 58 +358,829 New Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 346,790 26,876 0.01% 0.01% 59 -25,624 -6.88% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 335,376 25,991 0.02% 0.02% 60 -1,700 -0.5% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 331,449 25,687 0.01% 0.01% 61 -17,068 -4.9% Q4 2025 Feb 02, 2026
TRUIST FINANCIAL CORP History Added to 326,069 25,270 0.03% 0.03% 62 +116 0.04% Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Reduced 324,856 25,175 0.01% 0.01% 63 -110,822 -25.44% Q4 2025 Feb 17, 2026
Swiss National Bank History Reduced 319,000 24,722 0.01% 0.01% 64 -2,100 -0.65% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 308,753 23,928 0.01% 0.02% 65 -215,113 -41.06% Q4 2025 Feb 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 308,620 23,918 0.14% 0.17% 66 -19,050 -5.81% Q4 2025 Feb 04, 2026
Engineers Gate Manager LP History Added to 292,815 22,693 0.27% 0.0% 67 +290,043 10463.31% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 291,867 22,619 0.01% 0.01% 68 -734 -0.25% Q4 2025 Feb 11, 2026
Legal & General Group Plc History Reduced 286,492 22,203 0.0% 0.01% 69 -98,466 -25.58% Q4 2025 Feb 09, 2026
Freestone Grove Partners LP History Added to 281,531 21,818 0.16% 0.16% 70 +5,680 2.06% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 272,333 21,105 0.01% 0.01% 71 +42,571 18.53% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Reduced 265,416 20,569 0.06% 0.08% 72 -30,136 -10.2% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 265,327 20,562 0.0% 0.0% 73 +28,497 12.03% Q4 2025 Feb 17, 2026
Amundi History Added to 254,688 19,738 0.01% 0.0% 74 +86,716 51.63% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 254,579 19,729 0.04% 0.04% 75 +1,507 0.6% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 246,048 19,068 0.08% 0.06% 76 +100,831 69.43% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 245,994 19,064 0.0% — 77 +245,994 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 245,930 19,059 0.01% 0.01% 78 -20,261 -7.61% Q4 2025 Feb 18, 2026
Bridgewater Associates, LP History Reduced 241,414 18,709 0.07% 0.13% 79 -194,670 -44.64% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 234,534 18,176 0.01% — 80 +234,534 New Q4 2025 Feb 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 226,093 17,522 0.16% 0.17% 81 +1,749 0.78% Q4 2025 Feb 03, 2026
Man Group plc History Reduced 224,791 17,421 0.03% 0.03% 82 -18,887 -7.75% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 221,527 17,168 0.02% 0.02% 83 -9,404 -4.07% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 220,547 17,092 0.01% 0.0% 84 +169,376 331.0% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 217,977 16,893 0.0% 0.0% 85 +13,796 6.76% Q4 2025 Feb 17, 2026
Brandywine Global Investment Management, LLC History New 211,266 16,373 0.11% — 86 +211,266 New Q4 2025 Feb 11, 2026
TUDOR INVESTMENT CORP ET AL History Added to 205,888 15,956 0.03% 54.48% 87 +55,023 36.47% Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History Added to 202,991 15,731 0.05% 0.03% 88 +75,010 58.61% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 201,986 15,655 0.0% 0.0% 89 +8,768 4.54% Q4 2025 Feb 17, 2026
McGowan Group Asset Management, Inc. History Reduced 189,347 14,674 1.82% 1.83% 90 -378 -0.2% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Reduced 183,679 14,235 0.01% 0.01% 91 -8,120 -4.23% Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 250,712 13,980 0.02% 0.03% 92 0 0.0% Q4 2025 Jan 28, 2026
BARCLAYS PLC History Reduced 180,122 13,959 0.0% 0.01% 93 -156,508 -46.49% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 174,638 13,534 0.03% 0.03% 94 -19,345 -9.97% Q4 2025 Jan 30, 2026
South Dakota Investment Council History Added to 173,957 13,482 0.26% 0.26% 95 +4,400 2.59% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 153,696 11,911 0.02% 0.0% 96 +141,572 1167.7% Q4 2025 Jan 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 153,587 11,902 0.01% 0.01% 97 -9,433 -5.79% Q4 2025 Feb 17, 2026
Interval Partners, LP History Added to 153,056 11,861 0.21% 0.09% 98 +81,482 113.84% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 146,280 11,336 0.02% 0.02% 99 0 0.0% Q4 2025 Feb 12, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 139,175 10,786 0.03% 0.04% 100 -11,316 -7.52% Q4 2025 Jan 26, 2026
Corient Private Wealth LLC History Added to 199,133 10,743 0.01% 0.02% 101 +68,176 52.06% Q4 2025 Mar 09, 2026
Russell Investments Group, Ltd. History Reduced 134,758 10,443 0.01% 0.01% 102 -2,531 -1.84% Q4 2025 Feb 17, 2026
Vestcor Inc History Reduced 133,192 10,322 0.29% 0.35% 103 -16,937 -11.28% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 127,546 9,884 0.05% 0.09% 104 -60,438 -32.15% Q4 2025 Feb 11, 2026
Robeco Institutional Asset Management B.V. History Reduced 126,091 9,772 0.01% 0.02% 105 -88,373 -41.21% Q4 2025 Jan 23, 2026
Twin Tree Management, LP History Reduced 125,400 9,718 0.08% 0.1% 106 -173,800 -58.09% Q4 2025 Feb 11, 2026
Barnett & Company, Inc. History Reduced 125,017 9,688 7.8% 7.69% 107 -2,816 -2.2% Q4 2025 Feb 12, 2026
IBEX WEALTH ADVISORS History Reduced 124,602 9,656 0.95% 0.94% 108 -989 -0.79% Q4 2025 Feb 17, 2026
FOSTER & MOTLEY INC History Reduced 123,275 9,554 0.51% 0.53% 109 -2,284 -1.82% Q4 2025 Jan 15, 2026
ALGERT GLOBAL LLC History Added to 121,251 9,397 0.15% 0.05% 110 +85,730 241.35% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Reduced 120,071 9,306 0.01% 0.01% 111 -3,022 -2.46% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 115,682 8,965 0.03% 0.04% 112 -8,461 -6.82% Q4 2025 Jan 28, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 115,042 8,915 0.03% 0.03% 113 -17,214 -13.02% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Reduced 108,107 8,378 0.37% 0.38% 114 -402 -0.37% Q4 2025 Feb 10, 2026
JANUS HENDERSON GROUP PLC History No change 107,773 8,350 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 107,711 8,347 0.01% 0.0% 116 +57,608 114.98% Q4 2025 Feb 06, 2026
Qsemble Capital Management, LP History Added to 106,742 8,272 0.68% 0.24% 117 +75,885 245.92% Q4 2025 Feb 05, 2026
Boston Partners History Reduced 104,424 8,093 0.01% 0.01% 118 -14,717 -12.35% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 104,281 8,081 0.01% 0.01% 119 -14,188 -11.98% Q4 2025 Feb 11, 2026
Creative Planning History Added to 104,213 8,076 0.01% 0.01% 120 +14,369 15.99% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Reduced 103,450 8,017 0.18% 0.27% 121 -613 -0.59% Q4 2025 Feb 05, 2026
WELLS FARGO & COMPANY/MN History Reduced 99,987 7,749 0.0% 0.0% 122 -10,684 -9.65% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 97,333 7,543 0.01% 0.01% 123 0 0.0% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Reduced 96,897 7,509 0.01% 0.01% 124 -378 -0.39% Q4 2025 Jan 30, 2026
CANADA LIFE ASSURANCE Co History Reduced 94,038 7,287 0.01% 0.01% 125 -32,830 -25.88% Q4 2025 Feb 13, 2026
HENNESSY ADVISORS INC History Reduced 92,600 7,176 0.25% 0.26% 126 -6,000 -6.09% Q4 2025 Jan 27, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 88,678 6,872 0.06% 0.08% 127 -30,573 -25.64% Q4 2025 Feb 10, 2026
New Age Alpha Advisors, LLC History Added to 85,853 6,653 0.29% 0.26% 128 +4,855 5.99% Q4 2025 Feb 09, 2026
Calydon Capital History Reduced 85,445 6,622 1.12% 1.06% 129 -71 -0.08% Q4 2025 Feb 17, 2026
BTC Capital Management, Inc. History Added to 85,415 6,614 0.46% 0.43% 130 +4,435 5.48% Q4 2025 Jan 15, 2026
CWA Asset Management Group, LLC History Reduced 84,610 6,557 0.24% 0.25% 131 -2,608 -2.99% Q4 2025 Jan 07, 2026
Illinois Municipal Retirement Fund History Reduced 84,576 6,554 0.08% 0.09% 132 -5,106 -5.69% Q4 2025 Feb 11, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 84,200 6,523 0.25% 0.26% 133 0 0.0% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 82,716 6,410 0.0% 0.01% 134 -37,887 -31.41% Q4 2025 Feb 10, 2026
COMERICA BANK History Reduced 81,939 6,350 0.03% 0.03% 135 -3,857 -4.5% Q4 2025 Jan 29, 2026
NewSquare Capital LLC History Reduced 78,831 6,109 0.54% 0.59% 136 -32,374 -29.11% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Reduced 78,814 6,108 0.01% 0.01% 137 -1,229 -1.54% Q4 2025 Jan 30, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 78,690 6,098 0.02% — 138 +78,690 New Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 77,343 6,014 0.01% 0.01% 139 -9,049 -10.47% Q4 2025 Jan 28, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 77,338 5,993 0.01% 0.08% 140 -343,703 -81.63% Q4 2025 Jan 27, 2026
MetLife Investment Management, LLC History Reduced 75,468 5,848 0.03% 0.03% 141 -5,273 -6.53% Q4 2025 Feb 12, 2026
Silver Lake Advisory, LLC History Added to 74,430 5,768 2.24% 2.28% 142 +897 1.22% Q4 2025 Jan 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 72,345 5,607 0.01% 0.01% 143 +7,266 11.16% Q4 2025 Feb 05, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 72,162 5,592 0.05% 0.05% 144 -3,187 -4.23% Q4 2025 Feb 13, 2026
BURNEY CO/ History Reduced 71,955 5,576 0.17% 0.18% 145 -2,590 -3.47% Q4 2025 Jan 23, 2026
CI INVESTMENTS INC. History Reduced 71,655 5,553 0.02% 0.02% 146 -8,681 -10.81% Q4 2025 Feb 12, 2026
Treasurer of the State of North Carolina History Reduced 70,828 5,489 0.02% 0.02% 147 -5,173 -6.81% Q4 2025 Feb 13, 2026
VIKING FUND MANAGEMENT LLC History No change 70,000 5,425 0.63% 0.66% 148 0 0.0% Q4 2025 Jan 12, 2026
AMALGAMATED BANK History Reduced 69,824 5,411 0.04% 0.04% 149 -2,885 -3.97% Q4 2025 Feb 05, 2026
XTX Topco Ltd History Added to 69,498 5,386 0.14% 0.02% 150 +65,746 1752.29% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 69,248 5,366 0.05% 0.06% 151 -926 -1.32% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Reduced 68,027 5,272 0.05% 0.1% 152 -56,179 -45.23% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Reduced 67,398 5,223 0.06% 0.05% 153 -1,730 -2.5% Q4 2025 Jan 23, 2026
PRUDENTIAL FINANCIAL INC History Reduced 66,212 5,185 0.01% 0.02% 154 -180,541 -73.17% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 64,843 5,025 0.02% — 155 +64,843 New Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 64,068 4,965 0.05% 0.06% 156 -8,295 -11.46% Q4 2025 Feb 10, 2026
State of Tennessee, Department of Treasury History Reduced 63,489 4,823 0.02% 0.02% 157 -2,719 -4.11% Q4 2025 Feb 18, 2026
CPC Advisors, LLC History Added to 61,052 4,731 0.48% 0.46% 158 +5,481 9.86% Q4 2025 Jan 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 59,446 4,676 0.01% 0.01% 159 +5,257 9.7% Q4 2025 Jan 08, 2026
CITIGROUP INC History Added to 60,232 4,667 0.0% 0.0% 160 +21,867 57.0% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 59,061 4,577 0.16% 0.14% 161 +11,117 23.19% Q4 2025 Jan 13, 2026
Cetera Investment Advisers History Reduced 58,657 4,545 0.0% 0.01% 162 -4,729 -7.46% Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History Added to 58,231 4,512 0.53% 0.28% 163 +26,932 86.05% Q4 2025 Jan 22, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 56,911 4,410 0.2% — 164 +56,911 New Q4 2025 Feb 17, 2026
AUXIER ASSET MANAGEMENT LLC History Reduced 56,329 4,365 0.61% 0.63% 165 -1,042 -1.82% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 56,256 4,359 0.01% 0.01% 166 -36,739 -39.51% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 55,252 4,282 0.02% 0.03% 167 -2,582 -4.46% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 54,633 4,234 0.01% 0.01% 168 +3,718 7.3% Q4 2025 Feb 10, 2026
Handelsbanken Fonder AB History Added to 52,707 4,085 0.01% 0.01% 169 +2,800 5.61% Q4 2025 Feb 06, 2026
TWINBEECH CAPITAL LP History New 52,160 4,042 0.29% — 170 +52,160 New Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 51,900 4,022 0.02% 0.02% 171 +200 0.39% Q4 2025 Jan 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 51,323 3,977 0.01% 0.01% 172 -11,573 -18.4% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 50,900 3,945 0.03% 0.03% 173 0 0.0% Q4 2025 Jan 29, 2026
TWO SIGMA ADVISERS, LP History Reduced 50,800 3,937 0.01% 0.07% 174 -392,600 -88.54% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 50,085 3,881 0.01% 0.01% 175 +4,577 10.06% Q4 2025 Feb 17, 2026
Entropy Technologies, LP History Added to 48,766 3,779 0.2% 0.08% 176 +35,502 267.66% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 49,958 3,770 0.04% 0.04% 177 -1,994 -3.84% Q4 2025 Jan 21, 2026
GLENMEDE TRUST CO NA History New 48,362 3,748 0.02% — 178 +48,362 New Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 46,530 3,606 0.01% 0.01% 179 -4,486 -8.79% Q4 2025 Jan 30, 2026
Y-Intercept (Hong Kong) Ltd History New 46,437 3,598 0.08% — 180 +46,437 New Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 45,812 3,550 0.0% 0.0% 181 +31,254 214.69% Q4 2025 Feb 13, 2026
Paradiem, LLC History Reduced 45,556 3,530 0.84% 2.84% 182 -111,179 -70.93% Q4 2025 Jan 06, 2026
Arizona State Retirement System History Reduced 44,930 3,482 0.02% 0.02% 183 -4,087 -8.34% Q4 2025 Jan 28, 2026
Ameritas Investment Partners, Inc. History Reduced 44,563 3,453 0.11% 0.11% 184 -2,659 -5.63% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 44,221 3,427 0.01% 0.02% 185 -82,921 -65.22% Q4 2025 Jan 30, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 43,301 3,355 0.06% 0.06% 186 +454 1.06% Q4 2025 Jan 23, 2026
Janney Montgomery Scott LLC History Reduced 42,985 3,331 0.01% 0.01% 187 -2,192 -4.85% Q4 2025 Feb 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 42,917 3,326 0.18% 0.21% 188 -481 -1.11% Q4 2025 Jan 26, 2026
Louisiana State Employees Retirement System History Reduced 42,600 3,301 0.06% 0.06% 189 -1,000 -2.29% Q4 2025 Jan 16, 2026
HANCOCK WHITNEY CORP History Added to 42,139 3,265 0.06% 0.06% 190 +379 0.91% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 41,586 3,223 0.0% 0.01% 191 -19,531 -31.96% Q4 2025 Feb 13, 2026
DGS Capital Management, LLC History Reduced 41,006 3,177 0.54% 0.59% 192 -999 -2.38% Q4 2025 Feb 24, 2026
SIMPLEX TRADING, LLC History Reduced 39,803 3,084 0.0% 0.0% 193 -7,422 -15.72% Q4 2025 Feb 11, 2026
Anchor Investment Management, LLC History Added to 39,546 3,064 0.25% 0.25% 194 +13 0.03% Q4 2025 Feb 26, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 38,535 2,986 0.01% 0.01% 195 +1 0.0% Q4 2025 Jan 15, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 38,523 2,985 0.02% 0.02% 196 -1,691 -4.21% Q4 2025 Feb 10, 2026
Argent Trust Co History Reduced 38,333 2,970 0.1% 0.11% 197 -184 -0.48% Q4 2025 Feb 10, 2026
Larson Financial Group LLC History Added to 37,864 2,934 0.1% 0.1% 198 +159 0.42% Q4 2025 Feb 06, 2026
Lighthouse Investment Partners, LLC History New 37,773 2,927 0.09% — 199 +37,773 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 37,563 2,911 0.0% 0.0% 200 -952 -2.47% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 37,500 2,906 0.0% — 201 +37,500 New Q4 2025 Feb 17, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 37,450 2,902 0.05% 0.12% 202 -58,000 -60.76% Q4 2025 Feb 10, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 37,387 2,897 0.19% 0.18% 203 +17,903 91.89% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 37,031 2,869 0.0% 0.0% 204 -2,603 -6.57% Q4 2025 Feb 12, 2026
Kendall Capital Management History Reduced 36,950 2,863 0.6% 0.72% 205 -4,010 -9.79% Q4 2025 Jan 16, 2026
apricus wealth, LLC History Added to 36,870 2,857 1.46% 1.52% 206 +600 1.65% Q4 2025 Jan 15, 2026
Great Diamond Partners, LLC History Added to 36,808 2,852 0.55% 0.55% 207 +259 0.71% Q4 2025 Feb 06, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 36,400 2,821 0.01% 0.01% 208 -900 -2.41% Q4 2025 Jan 29, 2026
IMC-Chicago, LLC History Added to 36,300 2,813 0.0% 0.0% 209 +11,000 43.48% Q4 2025 Jan 29, 2026
Sculati Wealth Management, LLC History Reduced 36,086 2,796 0.99% 0.99% 210 -114 -0.31% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 34,444 2,669 0.03% 0.04% 211 -481 -1.38% Q4 2025 Feb 05, 2026
Verition Fund Management LLC History Added to 34,391 2,665 0.01% 0.01% 212 +12,204 55.01% Q4 2025 Feb 13, 2026
Dockside LLC History New 34,300 2,658 0.68% — 213 +34,300 New Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History New 33,124 2,567 0.22% — 214 +33,124 New Q4 2025 Feb 06, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 33,097 2,565 0.19% 0.2% 215 -45 -0.14% Q4 2025 Feb 04, 2026
Quantbot Technologies LP History Added to 33,064 2,562 0.09% 0.05% 216 +10,511 46.61% Q4 2025 Feb 10, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 32,443 2,514 0.08% 0.08% 217 0 0.0% Q4 2025 Feb 10, 2026
Elo Mutual Pension Insurance Co History Added to 32,170 2,493 0.04% 0.02% 218 +20,388 173.04% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Reduced 31,723 2,458 0.03% 0.04% 219 -3,919 -11.0% Q4 2025 Feb 17, 2026
Waterfront Wealth Inc. History Added to 31,890 2,458 0.47% 0.5% 220 +12 0.04% Q4 2025 Jan 27, 2026
Gator Capital Management, LLC History New 31,557 2,445 0.5% — 221 +31,557 New Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 30,764 2,385 0.0% 0.01% 223 -41,276 -57.3% Q4 2025 Feb 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 30,783 2,385 0.03% 0.03% 222 -800 -2.53% Q4 2025 Feb 04, 2026
FULCRUM WEALTH ADVISORS, LLC History New 30,525 2,365 1.95% — 224 +30,525 New Q4 2025 Feb 02, 2026
CWM, LLC History Reduced 30,257 2,345 0.01% 0.01% 225 -12,621 -29.43% Q4 2025 Jan 26, 2026
Aviance Capital Partners, LLC History Reduced 30,028 2,327 0.27% 0.28% 226 -231 -0.76% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 29,760 2,306 0.0% 0.0% 227 -494 -1.63% Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History Added to 29,289 2,269 0.01% 0.01% 228 +3,870 15.22% Q4 2025 Feb 03, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Reduced 28,854 2,236 1.32% 1.39% 229 -346 -1.18% Q4 2025 Jan 14, 2026
NATIXIS ADVISORS, LLC History Reduced 28,253 2,190 0.0% 0.0% 230 -133 -0.47% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Added to 28,152 2,182 0.01% 0.01% 231 +1,176 4.36% Q4 2025 Feb 05, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 28,052 2,174 0.01% 0.01% 232 -26,595 -48.67% Q4 2025 Feb 17, 2026
Goelzer Investment Management, Inc. History Reduced 27,478 2,129 0.1% 0.12% 233 -1,006 -3.53% Q4 2025 Jan 14, 2026
BOKF, NA History Reduced 27,424 2,125 0.03% 0.04% 234 -2,889 -9.53% Q4 2025 Feb 03, 2026
Walleye Trading LLC History Added to 27,392 2,122 0.0% 0.0% 235 +10,392 61.13% Q4 2025 Feb 13, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 27,202 2,108 0.04% 0.05% 236 -2,475 -8.34% Q4 2025 Feb 10, 2026
CAXTON ASSOCIATES LLP History Added to 26,162 2,027 0.04% 0.05% 237 +1,147 4.59% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Reduced 25,319 1,962 0.02% 0.03% 238 -258 -1.01% Q4 2025 Jan 29, 2026
Summit Trail Advisors, LLC History Added to 24,751 1,918 0.03% 0.03% 239 +474 1.95% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History New 24,491 1,898 0.0% — 240 +24,491 New Q4 2025 Jan 23, 2026
Ethic Inc. History Added to 24,322 1,884 0.03% 0.03% 241 +662 2.8% Q4 2025 Feb 03, 2026
Pictet Asset Management Holding SA History Added to 23,754 1,840 0.0% 0.0% 242 +1,361 6.08% Q4 2025 Jan 29, 2026
Investors Research Corp History Reduced 23,701 1,836 0.34% 0.35% 243 -675 -2.77% Q4 2025 Jan 06, 2026
Sowell Financial Services LLC History Added to 23,651 1,832 0.07% 0.07% 244 +664 2.89% Q4 2025 Jan 21, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 22,846 1,770 0.05% 0.05% 245 -1,818 -7.37% Q4 2025 Jan 23, 2026
LECAP ASSET MANAGEMENT LTD History New 21,573 1,671 0.67% — 246 +21,573 New Q4 2025 Jan 27, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 21,558 1,670 0.26% 0.22% 247 +3,629 20.24% Q4 2025 Feb 11, 2026
Weaver C. Barksdale & Associates, Inc. History Reduced 21,431 1,660 1.74% 1.8% 248 -2,684 -11.13% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Reduced 21,278 1,649 0.02% 0.02% 249 -1,291 -5.72% Q4 2025 Feb 18, 2026
Laird Norton Wetherby Trust Company, LLC History New 21,277 1,648 0.03% — 250 +21,277 New Q4 2025 Feb 17, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 21,140 1,638 0.03% 0.04% 251 +165 0.79% Q4 2025 Feb 18, 2026
Havemeyer Place LP History New 21,070 1,632 0.32% — 252 +21,070 New Q4 2025 Feb 11, 2026
Gotham Asset Management, LLC History Reduced 21,054 1,631 0.01% 0.04% 253 -107,485 -83.62% Q4 2025 Feb 17, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 20,879 1,618 0.73% 0.76% 254 0 0.0% Q4 2025 Feb 10, 2026
Sciencast Management LP History New 20,824 1,613 0.22% — 255 +20,824 New Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Reduced 20,258 1,571 0.03% 0.03% 256 -257 -1.25% Q4 2025 Feb 09, 2026
Abacus Planning Group, Inc. History No change 19,993 1,549 0.21% 0.21% 257 0 0.0% Q4 2025 Jan 16, 2026
Ascent Group, LLC History Reduced 19,891 1,541 0.05% 0.06% 258 -789 -3.82% Q4 2025 Jan 20, 2026
Envestnet Portfolio Solutions, Inc. History Added to 19,623 1,520 0.01% 0.01% 259 +376 1.95% Q4 2025 Feb 06, 2026
Nilsine Partners, LLC History Added to 19,239 1,491 0.13% 0.13% 260 +1,307 7.29% Q4 2025 Jan 15, 2026
BAILARD, INC. History Added to 18,808 1,457 0.03% 0.03% 261 +2,005 11.93% Q4 2025 Feb 04, 2026
Pacer Advisors, Inc. History Reduced 18,082 1,401 0.0% 0.01% 262 -11,851 -39.59% Q4 2025 Feb 24, 2026
SIGNATUREFD, LLC History Added to 18,052 1,399 0.02% 0.02% 263 +79 0.44% Q4 2025 Jan 20, 2026
STEPHENS INC /AR/ History Reduced 16,379 1,346 0.02% 0.02% 264 -220 -1.33% Q4 2025 Feb 05, 2026
ADVISORY RESEARCH INC History Added to 17,325 1,342 0.17% 0.17% 265 +915 5.58% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 16,938 1,312 0.0% 0.0% 266 -106 -0.62% Q4 2025 Mar 16, 2026
XPONANCE LLC History Reduced 16,925 1,311 0.01% 0.01% 267 -2,868 -14.49% Q4 2025 Feb 12, 2026
FEDERATED HERMES, INC. History Reduced 16,851 1,305 0.0% 0.0% 268 -1,972 -10.48% Q4 2025 Feb 12, 2026
Neumann Capital Management, LLC History Added to 16,710 1,295 0.37% 0.36% 269 +812 5.11% Q4 2025 Jan 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 16,616 1,288 0.0% 0.0% 270 0 0.0% Q4 2025 Feb 13, 2026
KEYNOTE FINANCIAL SERVICES LLC History Reduced 16,291 1,262 0.71% 0.77% 271 -45 -0.28% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 16,047 1,243 0.02% 0.03% 272 +6,575 69.42% Q4 2025 Feb 11, 2026
ATLAS CAPITAL ADVISORS INC. History New 14,634 1,134 0.13% — 273 +14,634 New Q4 2025 Feb 13, 2026
Polymer Capital Management (US) LLC History Added to 14,423 1,117 0.12% 0.05% 274 +8,542 145.25% Q4 2025 Feb 17, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Reduced 14,307 1,108 0.07% 0.25% 275 -35,614 -71.34% Q4 2025 Feb 13, 2026
Redwood Investment Management, LLC History Reduced 14,142 1,096 0.12% 0.13% 276 -1,332 -8.61% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 14,033 1,087 0.0% 0.0% 277 +10,543 302.09% Q4 2025 Feb 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 13,917 1,078 0.01% 0.01% 278 -2,216 -13.74% Q4 2025 Feb 05, 2026
Impax Asset Management Group plc History New 13,829 1,071 0.01% — 279 +13,829 New Q4 2025 Jan 29, 2026
XML Financial, LLC History Reduced 13,755 1,066 0.09% 0.09% 280 -75 -0.54% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Reduced 13,731 1,064 0.0% 0.0% 281 -68 -0.49% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 13,675 1,059 0.01% 0.01% 282 +3,956 40.7% Q4 2025 Jan 28, 2026
Merit Financial Group, LLC History Reduced 13,635 1,056 0.01% 0.01% 283 -427 -3.04% Q4 2025 Jan 26, 2026
COMMERCE BANK History Reduced 13,422 1,040 0.01% 0.01% 284 -730 -5.16% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 12,942 1,003 0.0% 0.0% 285 -3,167 -19.66% Q4 2025 Feb 05, 2026
Savant Capital, LLC History Added to 12,873 997 0.01% 0.01% 286 +1,542 13.61% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Added to 12,844 995 0.0% 0.0% 287 +1,503 13.25% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 12,597 976 0.0% 0.0% 288 -71 -0.56% Q4 2025 Jan 23, 2026
Aquatic Capital Management LLC History New 12,592 975 0.03% — 289 +12,592 New Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Added to 12,505 969 0.01% 0.01% 290 +983 8.53% Q4 2025 Feb 02, 2026
Harvest Fund Management Co., Ltd History No change 13,185 963 0.04% 0.04% 291 0 0.0% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 12,317 954 0.02% 0.01% 292 +6,682 118.58% Q4 2025 Feb 06, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 12,026 931 0.01% 0.01% 293 +1,489 14.13% Q4 2025 Feb 02, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 11,923 924 0.02% 0.02% 294 -331 -2.7% Q4 2025 Jan 27, 2026
CSS LLC/IL History Added to 11,829 916 0.04% 0.04% 295 +1,690 16.67% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 11,775 912 0.01% 0.01% 296 -571 -4.62% Q4 2025 Feb 09, 2026
AFFINITY INVESTMENT ADVISORS, LLC History No change 11,629 901 0.6% 0.61% 297 0 0.0% Q4 2025 Feb 12, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 11,460 888 0.1% 0.11% 298 -443 -3.72% Q4 2025 Jan 08, 2026
Wedmont Private Capital History Added to 11,318 887 0.03% 0.03% 299 +82 0.73% Q4 2025 Jan 08, 2026
HM PAYSON & CO History Reduced 11,389 882 0.01% 0.01% 300 -598 -4.99% Q4 2025 Feb 12, 2026
INCEPTIONR LLC History New 11,371 881 0.24% — 301 +11,371 New Q4 2025 Feb 11, 2026
BOS Asset Management, LLC History Reduced 11,368 881 0.24% 0.27% 302 -1,067 -8.58% Q4 2025 Jan 09, 2026
DMC Group, LLC History Added to 11,333 878 0.59% 0.59% 303 +373 3.4% Q4 2025 Jan 21, 2026
HSBC HOLDINGS PLC History Reduced 11,259 873 0.0% 0.0% 304 -33,046 -74.59% Q4 2025 Mar 20, 2026
PARK AVENUE SECURITIES LLC History Added to 11,222 870 0.01% 0.01% 305 +330 3.03% Q4 2025 Jan 05, 2026
Crossmark Global Holdings, Inc. History Reduced 11,221 869 0.01% 0.04% 307 -19,551 -63.54% Q4 2025 Feb 03, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 11,219 869 0.03% 0.02% 306 -515 -4.39% Q4 2025 Feb 04, 2026
Keel Point, LLC History Reduced 11,152 864 0.05% 0.05% 308 -100 -0.89% Q4 2025 Feb 12, 2026
FAS Wealth Partners, Inc. History Added to 11,085 859 0.06% 0.06% 309 +66 0.6% Q4 2025 Feb 18, 2026
PATTEN & PATTEN INC/TN History No change 11,077 858 0.05% 0.05% 310 0 0.0% Q4 2025 Feb 03, 2026
Chicago Partners Investment Group LLC History Added to 11,052 841 0.02% 0.02% 311 +1,019 10.16% Q4 2025 Jan 28, 2026
Abacus Wealth Partners, LLC History New 10,739 832 0.08% — 313 +10,739 New Q4 2025 Feb 05, 2026
Aaron Wealth Advisors LLC History Added to 10,742 832 0.05% 0.04% 312 +1,842 20.7% Q4 2025 Jan 21, 2026
Caprock Group, LLC History New 10,403 806 0.02% — 314 +10,403 New Q4 2025 Jan 28, 2026
Boxwood Ventures, Inc. History No change 10,412 806 0.81% 0.9% 315 0 0.0% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History Added to 10,362 803 0.02% 0.02% 316 +1,176 12.8% Q4 2025 Jan 29, 2026
L2 Asset Management, LLC History Added to 10,343 801 0.11% 0.11% 317 +166 1.63% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 10,212 791 0.0% — 318 +10,212 New Q4 2025 Feb 18, 2026
AE Wealth Management LLC History Added to 10,129 784 0.0% 0.0% 319 +1,693 20.07% Q4 2025 Jan 26, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 10,092 782 0.01% 0.01% 320 +5,259 108.81% Q4 2025 Jan 16, 2026
M&T BANK CORP History Added to 10,035 777 0.0% 0.0% 321 +268 2.74% Q4 2025 Jan 30, 2026
Sterling Capital Management LLC History Reduced 10,022 776 0.01% 0.01% 322 -429 -4.1% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 10,000 775 0.0% 0.0% 324 -18,800 -65.28% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History New 10,000 775 0.0% — 323 +10,000 New Q4 2025 Feb 09, 2026
GREENLEAF TRUST History Reduced 9,885 766 0.01% 0.01% 325 -171 -1.7% Q4 2025 Jan 21, 2026
Trivium Point Advisory, LLC History Reduced 9,810 760 0.08% 0.08% 326 -799 -7.53% Q4 2025 Jan 26, 2026
Belpointe Asset Management LLC History Added to 9,630 746 0.03% 0.03% 327 +227 2.41% Q4 2025 Jan 27, 2026
Venture Visionary Partners LLC History Added to 9,595 743 0.02% 0.03% 328 +57 0.6% Q4 2025 Feb 13, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 9,482 734 0.07% 0.07% 329 -250 -2.57% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History Added to 9,302 730 0.03% 0.07% 330 +2,876 44.76% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 9,401 728 0.0% 0.0% 333 +366 4.05% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 9,396 728 0.0% 0.01% 332 -157 -1.64% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 9,403 728 0.01% 0.01% 331 -32 -0.34% Q4 2025 Jan 28, 2026
GAMMA Investing LLC History Added to 9,166 710 0.04% 0.04% 334 +934 11.35% Q4 2025 Jan 05, 2026
OPPENHEIMER & CO INC History Reduced 9,129 707 0.01% 0.01% 335 -534 -5.53% Q4 2025 Feb 02, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 9,050 701 0.01% — 336 +9,050 New Q4 2025 Feb 11, 2026
Walleye Capital LLC History Added to 8,968 695 0.0% 0.0% 337 +4,868 118.73% Q4 2025 Feb 13, 2026
Utah Retirement Systems History No change 8,948 693 0.01% 0.01% 338 0 0.0% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 8,868 687 0.0% 0.0% 339 -1,036 -10.46% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 8,740 677 0.0% 0.01% 340 +102 1.18% Q4 2025 Feb 12, 2026
Old Port Advisors History Reduced 8,729 676 0.17% 0.18% 341 -242 -2.7% Q4 2025 Jan 08, 2026
Mutual Advisors, LLC History Added to 8,553 662 0.01% 0.01% 342 +96 1.14% Q4 2025 Feb 02, 2026
Maryland State Retirement & Pension System History No change 8,486 657 0.01% 0.01% 343 0 0.0% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 8,387 649 0.02% 0.02% 345 +562 7.18% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 8,381 649 0.0% 0.0% 344 -34 -0.4% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 8,363 648 0.0% 0.01% 346 -36,183 -81.23% Q4 2025 Feb 13, 2026
Aspen Investment Management Inc History New 8,330 646 0.19% — 347 +8,330 New Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 8,279 641 0.02% 0.01% 348 -3,135 -27.47% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History New 8,231 637 0.02% — 349 +8,231 New Q4 2025 Feb 04, 2026
Pursuit Wealth Management LLC History New 8,131 630 0.54% — 352 +8,131 New Q4 2025 Jan 26, 2026
Tidal Investments LLC History Reduced 8,132 630 0.0% 0.0% 351 -2,756 -25.31% Q4 2025 Feb 13, 2026
CIBC Asset Management Inc History Added to 8,130 630 0.0% 0.0% 350 +2,137 35.66% Q4 2025 Feb 10, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 8,104 628 0.15% 0.16% 353 -329 -3.9% Q4 2025 Jan 29, 2026
State of Wyoming History Reduced 8,089 626 0.07% 0.12% 354 -5,211 -39.18% Q4 2025 Feb 11, 2026
SYON CAPITAL LLC History Added to 8,076 625 0.03% 0.02% 355 +3,593 80.15% Q4 2025 Feb 11, 2026
Prosperity Consulting Group, LLC History Added to 8,029 622 0.03% 0.03% 356 +114 1.44% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 7,940 621 0.01% 0.01% 357 +241 3.13% Q4 2025 Jan 23, 2026
Total Wealth Planning & Management, Inc. History New 7,988 619 0.46% — 358 +7,988 New Q4 2025 Feb 11, 2026
Voleon Capital Management LP History Added to 7,816 605 0.01% 0.01% 359 +2,755 54.44% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 7,778 602 0.0% 0.0% 360 -103 -1.31% Q4 2025 Jan 29, 2026
Magnetar Financial LLC History New 7,705 597 0.01% — 361 +7,705 New Q4 2025 Feb 17, 2026
GWN SECURITIES INC. History Added to 7,677 595 0.12% 0.11% 362 +1,787 30.34% Q4 2025 Feb 11, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 7,666 594 0.02% 0.02% 363 -117 -1.5% Q4 2025 Jan 14, 2026
Swiss Life Asset Management Ltd History New 7,639 592 0.0% — 364 +7,639 New Q4 2025 Feb 04, 2026
ZACKS INVESTMENT MANAGEMENT History New 7,565 586 0.0% — 365 +7,565 New Q4 2025 Feb 17, 2026
Campion Asset Management History Reduced 7,529 583 0.4% 0.42% 366 -76 -1.0% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 7,459 578 0.0% 0.0% 367 -6,203 -45.4% Q4 2025 Feb 10, 2026
Meeder Advisory Services, Inc. History Reduced 7,446 577 0.02% 0.03% 368 -182 -2.39% Q4 2025 Feb 11, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 7,293 565 0.05% — 369 +7,293 New Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 7,241 561 0.0% 0.0% 371 +45 0.63% Q4 2025 Feb 13, 2026
Cadence Bank History No change 7,248 561 0.03% 0.03% 370 0 0.0% Q4 2025 Jan 30, 2026
Advisors Capital Management, LLC History Added to 7,195 557 0.01% 0.01% 372 +732 11.33% Q4 2025 Jan 29, 2026
OXFORD ASSET MANAGEMENT LLP History New 7,111 551 0.22% — 373 +7,111 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 7,034 545 0.01% 0.0% 374 +3,632 106.76% Q4 2025 Jan 23, 2026
Baader Bank Aktiengesellschaft History New 6,831 529 0.04% — 375 +6,831 New Q4 2025 Feb 05, 2026
Callan Family Office, LLC History Added to 6,812 527 0.01% 0.02% 376 +422 6.6% Q4 2025 Feb 12, 2026
Erste Asset Management GmbH History Reduced 6,500 510 0.0% 0.01% 377 -2,100 -24.42% Q4 2025 Feb 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 6,497 503 0.06% 0.06% 378 -119 -1.8% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 6,475 501 0.01% 0.01% 380 -3,180 -32.94% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Added to 6,475 501 0.0% 0.0% 379 +184 2.92% Q4 2025 Jan 27, 2026
R Squared Ltd History New 6,335 490 0.23% — 381 +6,335 New Q4 2025 Jan 30, 2026
&PARTNERS History Reduced 6,311 489 0.0% 0.0% 382 -53 -0.83% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Added to 6,298 488 0.03% 0.03% 383 +118 1.91% Q4 2025 Feb 09, 2026
Forum Financial Management, LP History No change 6,298 488 0.01% 0.01% 384 0 0.0% Q4 2025 Jan 27, 2026
FORA Capital, LLC History New 6,190 479 0.06% — 385 +6,190 New Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 6,134 475 0.03% 0.03% 386 -100 -1.6% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Reduced 6,095 472 0.01% 0.01% 387 -666 -9.85% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 6,001 465 0.0% 0.0% 388 +220 3.81% Q4 2025 Feb 18, 2026
Kera Capital Partners, Inc. History New 6,094 462 0.06% — 389 +6,094 New Q4 2025 Feb 23, 2026
North Dakota State Investment Board History New 5,952 461 0.02% — 391 +5,952 New Q4 2025 Feb 05, 2026
Wealthstar Advisors, LLC History Reduced 5,953 461 0.2% 0.2% 390 -632 -9.6% Q4 2025 Jan 30, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Added to 5,938 460 0.19% 0.2% 392 +4 0.07% Q4 2025 Feb 04, 2026
Plancorp, LLC History Added to 5,926 459 0.01% 0.01% 393 +4 0.07% Q4 2025 Feb 05, 2026
Patten Group, Inc. History No change 5,930 459 0.08% 0.09% 394 0 0.0% Q4 2025 Jan 23, 2026
Cynosure Group, LLC History New 5,912 458 0.05% — 395 +5,912 New Q4 2025 Feb 17, 2026
Glenview Trust Co History No change 5,863 454 0.01% 0.01% 396 0 0.0% Q4 2025 Feb 09, 2026
Fifth Third Wealth Advisors LLC History Added to 5,840 452 0.02% 0.02% 397 +74 1.28% Q4 2025 Jan 15, 2026
MEANS INVESTMENT CO., INC. History Added to 5,770 447 0.04% 0.04% 398 +24 0.42% Q4 2025 Jan 26, 2026
IHT Wealth Management, LLC History Reduced 5,750 445 0.01% 0.01% 399 -73 -1.25% Q4 2025 Feb 17, 2026
Aries Wealth Management History Reduced 5,736 444 0.1% 0.11% 401 -110 -1.88% Q4 2025 Jan 30, 2026
BROWN ADVISORY INC History Added to 5,735 444 0.0% 0.0% 400 +50 0.88% Q4 2025 Feb 13, 2026
111 Capital History Added to 5,699 441 0.1% 0.06% 402 +1,570 38.02% Q4 2025 Feb 11, 2026
INTEGRITY ALLIANCE, LLC. History New 5,683 440 0.02% — 403 +5,683 New Q4 2025 Feb 09, 2026
TD Capital Management LLC History No change 5,657 438 0.04% 0.04% 404 0 0.0% Q4 2025 Feb 26, 2026
Quent Capital, LLC History Reduced 5,588 433 0.03% 0.04% 405 -18 -0.32% Q4 2025 Jan 29, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 5,576 432 0.1% 0.1% 406 0 0.0% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Reduced 5,518 427 0.0% 0.01% 407 -281 -4.85% Q4 2025 Feb 05, 2026
SHARPEPOINT LLC History New 5,501 426 0.26% — 408 +5,501 New Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Added to 5,459 424 0.0% 0.0% 409 +85 1.58% Q4 2025 Feb 10, 2026
Csenge Advisory Group History Reduced 5,462 423 0.02% 0.02% 410 -13 -0.24% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History Reduced 5,443 421 0.02% 0.02% 411 -362 -6.24% Q4 2025 Jan 27, 2026
Kingsview Wealth Management, LLC History Added to 5,393 417 0.01% 0.01% 412 +317 6.25% Q4 2025 Feb 09, 2026
GREAT LAKES ADVISORS, LLC History Reduced 5,346 414 0.0% 0.0% 413 -148 -2.69% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Reduced 5,306 411 0.01% 0.01% 415 -442 -7.69% Q4 2025 Feb 19, 2026
Pallas Capital Advisors LLC History Added to 5,315 411 0.01% 0.01% 414 +180 3.51% Q4 2025 Jan 14, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 5,302 410 0.01% 0.01% 416 -387 -6.8% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 5,300 410 0.01% 0.01% 417 +350 7.07% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History No change 5,286 409 0.0% 0.0% 418 0 0.0% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 5,252 407 0.0% 0.0% 419 -362 -6.45% Q4 2025 Feb 12, 2026
NorthRock Partners, LLC History Reduced 5,218 404 0.01% 0.01% 422 -3,199 -38.01% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 5,214 404 0.0% 0.0% 420 +876 20.19% Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Reduced 5,214 404 0.01% 0.01% 421 -138 -2.58% Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Added to 5,187 401 0.0% 0.0% 423 +3,335 180.08% Q4 2025 Feb 13, 2026
DENALI ADVISORS LLC History New 5,120 396 0.04% — 424 +5,120 New Q4 2025 Feb 03, 2026
Fieldview Capital Management, LLC History New 5,102 395 0.07% — 426 +5,102 New Q4 2025 Feb 13, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 5,098 395 0.19% 0.2% 425 0 0.0% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 5,051 391 0.0% 0.0% 427 +53 1.06% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 4,996 387 0.0% — 428 +4,996 New Q4 2025 Feb 05, 2026
NewEdge Wealth, LLC History Added to 4,939 382 0.0% 0.0% 429 +1,388 39.09% Q4 2025 Feb 03, 2026
KBC Group NV History No change 4,890 379 0.0% 0.0% 430 0 0.0% Q4 2025 Jan 26, 2026
SVB WEALTH LLC History New 4,864 376 0.02% — 432 +4,864 New Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History Added to 4,858 376 0.01% 0.01% 431 +323 7.12% Q4 2025 Jan 16, 2026
GROUP ONE TRADING LLC History Reduced 4,741 367 0.0% 0.02% 433 -143,701 -96.81% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 4,744 367 0.0% 0.0% 434 +265 5.92% Q4 2025 Jan 29, 2026
QUADRANT CAPITAL GROUP LLC History Added to 4,737 367 0.01% 0.01% 435 +30 0.64% Q4 2025 Feb 13, 2026
Tripletail Wealth Management, LLC History Reduced 4,704 364 0.46% 0.49% 436 -492 -9.47% Q4 2025 Feb 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 4,670 362 0.02% 0.02% 437 0 0.0% Q4 2025 Feb 03, 2026
Aster Capital Management (DIFC) Ltd History Added to 4,658 360 0.16% 0.06% 438 +3,244 229.42% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History Reduced 4,624 358 0.01% 0.01% 439 -243 -4.99% Q4 2025 Feb 17, 2026
Scientech Research LLC History New 4,604 356 0.22% — 440 +4,604 New Q4 2025 Feb 17, 2026
Numerai GP LLC History Reduced 4,578 354 0.04% 0.06% 441 -689 -13.08% Q4 2025 Feb 17, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 4,552 352 0.04% 0.05% 442 -86 -1.85% Q4 2025 Jan 26, 2026
Eurizon Capital SGR S.p.A. History New 4,480 348 0.0% — 443 +4,480 New Q4 2025 Feb 10, 2026
Coastline Trust Co History No change 4,470 346 0.03% 0.04% 444 0 0.0% Q4 2025 Jan 05, 2026
Newport Capital Group, LLC History No change 4,444 344 0.21% 0.22% 445 0 0.0% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History Reduced 4,433 343 0.01% 0.01% 446 -539 -10.84% Q4 2025 Feb 13, 2026
Jain Global LLC History New 4,371 338 0.0% — 447 +4,371 New Q4 2025 Feb 17, 2026
FourThought Financial Partners, LLC History Added to 4,344 336 0.03% 0.03% 448 +5 0.12% Q4 2025 Feb 06, 2026
StoneX Group Inc. History Added to 4,334 335 0.01% 0.01% 450 +223 5.42% Q4 2025 Feb 12, 2026
Ballentine Partners, LLC History Reduced 4,324 335 0.0% 0.0% 451 -200 -4.42% Q4 2025 Feb 03, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 4,325 335 0.03% 0.03% 449 0 0.0% Q4 2025 Feb 09, 2026
Net Worth Advisory Group History Reduced 4,256 329 0.07% 0.1% 452 -61 -1.41% Q4 2025 Jan 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 4,190 324 0.13% 0.14% 453 0 0.0% Q4 2025 Jan 22, 2026
UMB Bank, n.a. History Added to 4,066 315 0.0% 0.0% 454 +273 7.2% Q4 2025 Feb 13, 2026
SEEDS INVESTOR LLC History Added to 4,070 315 0.06% 0.06% 455 +232 6.04% Q4 2025 Jan 27, 2026
MATHER GROUP, LLC. History Added to 4,060 314 0.0% 0.0% 456 +1 0.02% Q4 2025 Jan 13, 2026
STRS OHIO History Added to 4,049 313 0.0% 0.0% 457 +7 0.17% Q4 2025 Feb 02, 2026
SCHULHOFF & CO INC History No change 4,000 310 0.13% 0.13% 458 0 0.0% Q4 2025 Feb 11, 2026
Arnhold LLC History No change 4,000 310 0.02% 0.03% 459 0 0.0% Q4 2025 Feb 09, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 3,991 309 0.0% — 460 +3,991 New Q4 2025 Feb 17, 2026
Paulson Wealth Management Inc. History No change 3,980 308 0.07% 0.07% 461 0 0.0% Q4 2025 Feb 05, 2026
F/m Investments LLC History No change 3,930 304 0.01% 0.01% 462 0 0.0% Q4 2025 Feb 03, 2026
Diversified Trust Co History Reduced 3,894 301 0.01% 0.01% 463 -18 -0.46% Q4 2025 Jan 09, 2026
Baker Avenue Asset Management, LP History New 3,873 300 0.01% — 464 +3,873 New Q4 2025 Feb 10, 2026
HUB Investment Partners, LLC History New 3,824 296 0.01% — 465 +3,824 New Q4 2025 Feb 17, 2026
GARDNER RUSSO & QUINN LLC History No change 3,800 294 0.0% 0.0% 466 0 0.0% Q4 2025 Feb 12, 2026
Moors & Cabot, Inc. History No change 3,791 293 0.01% 0.01% 467 0 0.0% Q4 2025 Feb 10, 2026
EVOLVE PRIVATE WEALTH, LLC History New 3,763 291 0.02% — 468 +3,763 New Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Reduced 3,746 290 0.0% 0.0% 469 -287 -7.12% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Reduced 3,747 290 0.01% 0.01% 470 -65 -1.71% Q4 2025 Jan 22, 2026
Centurion Wealth Management LLC History No change 3,750 290 0.06% 0.07% 471 0 0.0% Q4 2025 Jan 14, 2026
Valeo Financial Advisors, LLC History Added to 3,714 287 0.01% 0.01% 472 +169 4.77% Q4 2025 Feb 04, 2026
CHILDRESS CAPITAL ADVISORS, LLC History New 3,668 284 0.05% — 473 +3,668 New Q4 2025 Jan 26, 2026
Catalyst Funds Management Pty Ltd History Reduced 3,600 279 0.06% 0.14% 474 -7,900 -68.7% Q4 2025 Feb 09, 2026
Krilogy Financial LLC History Reduced 3,626 276 0.01% 0.01% 476 -334 -8.43% Q4 2025 Jan 27, 2026
WELCH & FORBES LLC History No change 3,572 276 0.0% 0.0% 475 0 0.0% Q4 2025 Feb 10, 2026
Jacobi Capital Management LLC History Added to 3,553 275 0.02% 0.01% 477 +542 18.0% Q4 2025 Feb 13, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 3,533 273 0.01% 0.01% 478 -108 -2.97% Q4 2025 Feb 06, 2026
SPINNAKER TRUST History No change 3,515 272 0.01% 0.02% 479 0 0.0% Q4 2025 Feb 10, 2026
NDVR, Inc. History Reduced 3,488 270 0.22% 0.28% 481 -824 -19.11% Q4 2025 Feb 12, 2026
Hanson & Doremus Investment Management History No change 3,480 270 0.03% 0.03% 480 0 0.0% Q4 2025 Jan 20, 2026
SAGE RHINO CAPITAL LLC History Added to 3,479 269 0.05% 0.05% 482 +50 1.46% Q4 2025 Jan 30, 2026
Horizon Investments, LLC History Reduced 3,464 268 0.0% 0.08% 483 -71,962 -95.41% Q4 2025 Feb 02, 2026
J.W. COLE ADVISORS, INC. History Reduced 4,145 266 0.01% 0.01% 484 -1,395 -25.18% Q4 2025 Feb 11, 2026
PRUDENTIAL PLC History Reduced 3,423 265 0.0% 0.0% 485 -450 -11.62% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Reduced 3,410 264 0.0% 0.0% 486 -74 -2.12% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History New 3,405 263 0.0% — 488 +3,405 New Q4 2025 Feb 13, 2026
Diversified Enterprises, LLC History New 3,403 263 0.02% — 489 +3,403 New Q4 2025 Jan 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 3,399 263 0.0% — 487 +3,399 New Q4 2025 Jan 14, 2026
Elyxium Wealth, LLC History Added to 3,332 258 0.07% 0.09% 491 +49 1.49% Q4 2025 Feb 05, 2026
Capital Square, LLC History Added to 3,331 258 0.13% 0.13% 490 +2 0.06% Q4 2025 Feb 13, 2026
EASTERN BANK History Added to 3,304 256 0.0% 0.0% 492 +6 0.18% Q4 2025 Jan 14, 2026
NICHOLS & PRATT ADVISERS LLP /MA History No change 3,270 253 0.02% 0.02% 493 0 0.0% Q4 2025 Jan 29, 2026
Midwest Trust Co History Added to 3,258 252 0.0% 0.0% 494 +90 2.84% Q4 2025 Feb 04, 2026
Accurate Wealth Management, LLC History New 3,132 251 0.03% — 495 +3,132 New Q4 2025 Jan 14, 2026
Sanctuary Advisors, LLC History Reduced 3,214 249 0.0% 0.01% 496 -9,766 -75.24% Q4 2025 Jan 29, 2026
Stokes Family Office, LLC History New 3,204 248 0.02% — 497 +3,204 New Q4 2025 Feb 18, 2026
Bank & Trust Co History No change 3,202 248 0.18% 0.18% 498 0 0.0% Q4 2025 Jan 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 3,194 247 0.02% — 499 +3,194 New Q4 2025 Feb 17, 2026
KPP Advisory Services LLC History Reduced 3,194 247 0.04% 0.04% 500 -25 -0.78% Q4 2025 Feb 02, 2026
Clarius Group, LLC History No change 3,176 246 0.01% 0.01% 501 0 0.0% Q4 2025 Jan 14, 2026
PROFUND ADVISORS LLC History Reduced 3,125 242 0.01% 0.01% 502 -372 -10.64% Q4 2025 Feb 06, 2026
Blue Trust, Inc. History Reduced 3,130 242 0.0% 0.0% 503 -86 -2.67% Q4 2025 Jan 16, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 3,122 241 0.02% 0.02% 504 +45 1.46% Q4 2025 Feb 09, 2026
Advisors Asset Management, Inc. History Reduced 3,057 236 0.0% 0.01% 505 -1,424 -31.78% Q4 2025 Feb 12, 2026
Sigma Planning Corp History Reduced 3,026 234 0.01% 0.01% 506 -195 -6.05% Q4 2025 Jan 30, 2026
Prime Capital Investment Advisors, LLC History New 2,998 232 0.0% — 507 +2,998 New Q4 2025 Jan 21, 2026
Sage Capital Management, LLC History Added to 2,988 231 0.11% 0.1% 509 +16 0.54% Q4 2025 Jan 15, 2026
Parallel Advisors, LLC History Reduced 2,987 231 0.0% 0.0% 508 -1 -0.03% Q4 2025 Feb 11, 2026
GDS Wealth Management History No change 2,967 229 0.01% 0.02% 510 0 0.0% Q4 2025 Feb 02, 2026
Optas, LLC History New 2,945 228 0.04% — 511 +2,945 New Q4 2025 Jan 27, 2026
Portland Global Advisors LLC History Reduced 2,925 226 0.02% 0.04% 513 -1,873 -39.04% Q4 2025 Feb 10, 2026
MJP ASSOCIATES INC /ADV History Added to 2,927 226 0.03% 0.03% 512 +69 2.41% Q4 2025 Feb 06, 2026
Advisor OS, LLC History Added to 2,927 226 0.02% 0.02% 514 +69 2.41% Q4 2025 Feb 04, 2026
DRW Securities, LLC History New 2,914 225 0.01% — 515 +2,914 New Q4 2025 Feb 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 2,898 224 0.0% — 516 +2,898 New Q4 2025 Jan 07, 2026
CERTUITY, LLC History New 2,879 223 0.01% — 517 +2,879 New Q4 2025 Jan 30, 2026
Choate Investment Advisors History Reduced 2,869 222 0.0% 0.0% 518 -5 -0.17% Q4 2025 Feb 09, 2026
Capital Investment Advisors, LLC History Added to 2,873 222 0.0% 0.0% 519 +1 0.03% Q4 2025 Jan 13, 2026
Kathmere Capital Management, LLC History New 2,857 221 0.01% — 520 +2,857 New Q4 2025 Jan 13, 2026
PFG Investments, LLC History No change 2,824 218 0.01% 0.01% 521 0 0.0% Q4 2025 Jan 26, 2026
Oak Thistle LLC History Reduced 2,810 217 0.03% 0.2% 522 -13,742 -83.02% Q4 2025 Jan 21, 2026
Smartleaf Asset Management LLC History Added to 2,781 217 0.01% 0.01% 523 +149 5.66% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History New 2,782 215 0.0% — 524 +2,782 New Q4 2025 Feb 03, 2026
Sterling Investment Counsel, LLC History New 2,944 214 0.06% — 525 +2,944 New Q4 2025 Jan 27, 2026
BTG Pactual Asset Management US LLC History New 2,732 211 0.02% — 526 +2,732 New Q4 2025 Feb 17, 2026
Torren Management, LLC History New 2,718 210 0.11% — 527 +2,718 New Q4 2025 Jan 30, 2026
BEACON FINANCIAL GROUP History New 2,706 209 0.02% — 528 +2,706 New Q4 2025 Apr 01, 2026
West Branch Capital LLC History No change 2,709 209 0.05% 0.06% 529 0 0.0% Q4 2025 Jan 16, 2026
LEIGH BALDWIN & CO., LLC History No change 2,690 208 0.14% 0.12% 530 0 0.0% Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History No change 2,657 205 0.02% 0.02% 531 0 0.0% Q4 2025 Jan 26, 2026
Ariadne Wealth Management, LP History Reduced 2,865 204 0.08% 0.1% 533 -105 -3.54% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Added to 2,637 204 0.02% 0.02% 532 +49 1.89% Q4 2025 Jan 13, 2026
Jump Financial, LLC History Reduced 2,607 202 0.0% 0.04% 534 -37,164 -93.44% Q4 2025 Feb 17, 2026
HighPoint Advisor Group LLC History New 2,603 201 0.01% — 535 +2,603 New Q4 2025 Feb 04, 2026
Rafferty Asset Management, LLC History Reduced 2,587 200 0.0% 0.0% 536 -120 -4.43% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 2,559 198 0.02% 0.02% 537 0 0.0% Q4 2025 Jan 20, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,546 197 0.0% 0.0% 538 +532 26.42% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 2,444 189 0.0% 0.0% 539 -144 -5.56% Q4 2025 Feb 10, 2026
J.Safra Asset Management Corp History No change 2,340 181 0.01% 0.01% 540 0 0.0% Q4 2025 Feb 11, 2026
FIFTH THIRD BANCORP History Added to 2,238 173 0.0% 0.0% 541 +45 2.05% Q4 2025 Feb 02, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,189 170 0.0% 0.0% 542 +997 83.64% Q4 2025 Feb 09, 2026
Curat Global, LLC History No change 2,195 170 0.19% 0.16% 543 0 0.0% Q4 2025 Feb 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 2,080 161 0.0% 0.0% 544 0 0.0% Q4 2025 Feb 10, 2026
Measured Wealth Private Client Group, LLC History Reduced 2,066 160 0.04% 0.11% 545 -3,269 -61.27% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 2,019 156 0.01% 0.01% 546 -1,116 -35.6% Q4 2025 Feb 10, 2026
EverSource Wealth Advisors, LLC History Reduced 1,986 153 0.01% 0.01% 547 -78 -3.78% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History Added to 1,932 149 0.02% 0.01% 548 +998 106.85% Q4 2025 Jan 08, 2026
Atlantic Union Bankshares Corp History No change 1,900 147 0.0% 0.0% 549 0 0.0% Q4 2025 Feb 04, 2026
New England Capital Financial Advisors LLC History No change 1,904 147 0.06% 0.06% 550 0 0.0% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Reduced 1,851 143 0.0% 0.0% 551 -448 -19.49% Q4 2025 Jan 27, 2026
DANSKE BANK A/S History Added to 1,700 131 0.0% 0.0% 552 +1,100 183.33% Q4 2025 Feb 02, 2026
Caitlin John, LLC History Reduced 1,658 128 0.08% 0.32% 553 -4,181 -71.6% Q4 2025 Feb 18, 2026
Addison Advisors LLC History Reduced 1,614 125 0.03% 0.03% 554 -26 -1.59% Q4 2025 Feb 06, 2026
Covestor Ltd History No change 1,537 119 0.06% 0.07% 555 0 0.0% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Added to 1,512 117 0.0% 0.0% 556 +98 6.93% Q4 2025 Feb 12, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 1,495 115 0.04% 0.07% 557 -50 -3.24% Q4 2025 Jan 22, 2026
Westfuller Advisors, LLC History Reduced 1,375 106 0.04% 0.05% 558 -52 -3.64% Q4 2025 Jan 21, 2026
WPG Advisers, LLC History Added to 1,331 103 0.08% 0.08% 559 +33 2.54% Q4 2025 Jan 28, 2026
Center for Financial Planning, Inc. History Added to 1,234 95 0.01% 0.01% 560 +190 18.2% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO History Added to 1,186 93 0.0% 0.0% 561 +862 266.05% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,172 92 0.0% 0.0% 562 0 0.0% Q4 2025 Jan 26, 2026
PROFFITT & GOODSON INC History No change 1,154 89 0.01% 0.01% 563 0 0.0% Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History Added to 1,146 88 0.01% 0.01% 564 +82 7.71% Q4 2025 Feb 13, 2026
William B. Walkup & Associates, Inc. History Added to 1,130 87 0.05% 0.04% 565 +275 32.16% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 1,099 85 0.0% 0.0% 566 +116 11.8% Q4 2025 Feb 10, 2026
CVA Family Office, LLC History No change 1,090 84 0.01% 0.01% 567 0 0.0% Q4 2025 Jan 12, 2026
HOEY INVESTMENTS, INC History No change 1,050 81 0.01% 0.01% 568 0 0.0% Q4 2025 Jan 28, 2026
Manchester Capital Management LLC History Added to 1,027 79 0.01% 0.01% 569 +59 6.1% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History No change 1,000 77 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 02, 2026
Capital Analysts, LLC History Reduced 952 74 0.0% 0.0% 571 -542 -36.28% Q4 2025 Feb 11, 2026
V-Square Quantitative Management LLC History New 932 72 0.01% — 572 +932 New Q4 2025 Jan 22, 2026
SBI Securities Co., Ltd. History Reduced 916 70 0.0% 0.0% 573 -254 -21.71% Q4 2025 Feb 03, 2026
HARBOUR INVESTMENTS, INC. History Reduced 875 67 0.0% 0.0% 574 -7 -0.79% Q4 2025 Feb 09, 2026
Ancora Advisors LLC History Added to 848 65 0.0% 0.0% 575 +421 98.59% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 832 64 0.0% 0.0% 577 +3 0.36% Q4 2025 Jan 28, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 2,780 64 0.01% 0.01% 576 0 0.0% Q4 2025 Jan 14, 2026
CULLEN/FROST BANKERS, INC. History Added to 794 61 0.0% 0.0% 578 +12 1.53% Q4 2025 Feb 06, 2026
MCF Advisors LLC History No change 705 54 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 723 53 0.0% — 580 +723 New Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History Added to 688 52 0.0% 0.0% 581 +259 60.37% Q4 2025 Jan 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 623 48 0.02% — 582 +623 New Q4 2025 Jan 20, 2026
Millstone Evans Group, LLC History No change 620 48 0.03% 0.03% 583 0 0.0% Q4 2025 Feb 02, 2026
True Wealth Design, LLC History Added to 608 47 0.01% 0.01% 586 +21 3.58% Q4 2025 Jan 08, 2026
SJS Investment Consulting Inc. History Added to 608 47 0.01% 0.01% 585 +20 3.4% Q4 2025 Jan 21, 2026
ST GERMAIN D J CO INC History No change 610 47 0.0% 0.0% 584 0 0.0% Q4 2025 Jan 29, 2026
1620 INVESTMENT ADVISORS, INC. History No change 571 44 0.03% 0.03% 587 0 0.0% Q4 2025 Feb 05, 2026
Caitong International Asset Management Co., Ltd History Added to 518 40 0.01% — 589 +509 5655.56% Q4 2025 Mar 03, 2026
TRUST CO OF VERMONT History No change 521 40 0.0% 0.0% 588 0 0.0% Q4 2025 Jan 16, 2026
Nalls Sherbakoff Group, LLC History No change 500 38 0.03% 0.03% 590 0 0.0% Q4 2025 Mar 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 500 38 0.01% 0.01% 591 0 0.0% Q4 2025 Jan 27, 2026
Pinnacle Wealth Planning Services, Inc. History New 470 36 0.0% — 593 +470 New Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 478 36 0.0% 0.0% 592 0 0.0% Q4 2025 Feb 03, 2026
McIlrath & Eck, LLC History No change 463 35 0.0% 0.0% 594 0 0.0% Q4 2025 Feb 03, 2026
North Star Investment Management Corp. History Added to 427 33 0.0% 0.0% 595 +1 0.23% Q4 2025 Jan 30, 2026
N.E.W. Advisory Services LLC History No change 427 33 0.0% 0.0% 596 0 0.0% Q4 2025 Jan 28, 2026
DV Trading LLC History New 400 31 0.0% — 598 +400 New Q4 2025 Feb 17, 2026
Triumph Capital Management History New 400 31 0.01% — 599 +400 New Q4 2025 Feb 12, 2026
Legacy Wealth Managment, LLC/ID History Added to 411 31 0.01% 0.01% 600 +41 11.08% Q4 2025 Feb 03, 2026
ATWOOD & PALMER INC History No change 400 31 0.0% 0.0% 597 0 0.0% Q4 2025 Jan 28, 2026
BARRETT & COMPANY, INC. History No change 396 30 0.01% 0.01% 601 0 0.0% Q4 2025 Jan 28, 2026
Deseret Mutual Benefit Administrators History No change 396 30 0.01% 0.01% 602 0 0.0% Q4 2025 Feb 11, 2026
Heritage Wealth Advisors History No change 387 29 0.0% 0.0% 603 0 0.0% Q4 2025 Feb 13, 2026
WealthCollab, LLC History No change 370 28 0.01% 0.01% 604 0 0.0% Q4 2025 Jan 27, 2026
SHP Wealth Management History New 326 25 0.0% — 606 +326 New Q4 2025 Mar 04, 2026
Laurel Wealth Advisors LLC History New 325 25 0.0% — 605 +325 New Q4 2025 Jan 30, 2026
Vermillion & White Wealth Management Group, LLC History No change 326 25 0.01% 0.01% 607 0 0.0% Q4 2025 Feb 18, 2026
Merrithew & Thorsten Inc History New 313 24 0.03% — 608 +313 New Q4 2025 Feb 03, 2026
Founders Capital Management History Reduced 300 23 0.01% 0.02% 609 -300 -50.0% Q4 2025 Jan 15, 2026
Wealth Preservation Advisors, LLC History No change 287 22 0.01% 0.01% 610 0 0.0% Q4 2025 Feb 23, 2026
JFS WEALTH ADVISORS, LLC History Added to 276 21 0.0% 0.0% 612 +61 28.37% Q4 2025 Jan 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 279 21 0.0% 0.0% 611 -45 -13.89% Q4 2025 Feb 05, 2026
KERR FINANCIAL PLANNING Corp History No change 278 21 0.03% 0.03% 613 0 0.0% Q4 2025 Feb 10, 2026
Private Wealth Management Group, LLC History No change 256 19 0.01% 0.01% 614 0 0.0% Q4 2025 Jan 23, 2026
Hilton Head Capital Partners, LLC History New 234 18 0.01% — 619 +234 New Q4 2025 Feb 11, 2026
Rossby Financial, LCC History Added to 242 18 0.01% 0.0% 618 +60 32.97% Q4 2025 Feb 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 241 18 0.0% 0.0% 616 +1 0.42% Q4 2025 Feb 12, 2026
MassMutual Private Wealth & Trust, FSB History No change 242 18 0.0% 0.0% 615 0 0.0% Q4 2025 Jan 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 241 18 0.01% 0.02% 617 0 0.0% Q4 2025 Feb 10, 2026
Coston, McIsaac & Partners History No change 224 17 0.0% 0.0% 620 0 0.0% Q4 2025 Feb 03, 2026
Bell Investment Advisors, Inc History Reduced 200 15 0.0% 0.0% 621 -29 -12.66% Q4 2025 Feb 24, 2026
Monetary Solutions, Ltd History New 182 14 0.01% — 622 +182 New Q4 2025 Feb 23, 2026
Investors Portfolio Services LLC History New 176 13 0.01% — 625 +176 New Q4 2025 Feb 09, 2026
Asset Dedication, LLC History No change 170 13 0.0% 0.0% 623 0 0.0% Q4 2025 Jan 26, 2026
Cherry Tree Wealth Management, LLC History No change 179 13 0.0% 0.0% 624 0 0.0% Q4 2025 Feb 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 167 12 0.0% 0.0% 626 0 0.0% Q4 2025 Jan 08, 2026
Keating Financial Advisory Services, Inc. History New 146 11 0.0% — 629 +146 New Q4 2025 Feb 09, 2026
Grove Bank & Trust History No change 153 11 0.0% 0.0% 627 0 0.0% Q4 2025 Jan 08, 2026
Kozak & Associates, Inc. History No change 141 11 0.0% 0.0% 628 0 0.0% Q4 2025 Jan 12, 2026
Newton One Investments LLC History Added to 138 10 0.0% 0.0% 632 +1 0.73% Q4 2025 Jan 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 140 10 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 03, 2026
GoalVest Advisory LLC History No change 140 10 0.0% 0.0% 631 0 0.0% Q4 2025 Jan 05, 2026
Kingdom Financial Group LLC. History New 126 9 0.0% — 634 +126 New Q4 2025 Feb 06, 2026
Ares Financial Consulting, LLC History New 126 9 0.01% — 635 +126 New Q4 2025 Jan 30, 2026
AMERICAN NATIONAL BANK & TRUST History New 122 9 0.0% — 633 +122 New Q4 2025 Jan 20, 2026
Fortitude Family Office, LLC History Reduced 108 8 0.0% 0.0% 636 -14 -11.48% Q4 2025 Jan 15, 2026
Clearstead Trust, LLC History Reduced 92 7 0.0% 0.0% 637 -12 -11.54% Q4 2025 Feb 09, 2026
Financial Gravity Asset Management, Inc. History No change 8,000 7 0.0% 0.0% 638 0 0.0% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History No change 99 7 0.0% 0.0% 639 0 0.0% Q4 2025 Jan 28, 2026
Signature Equity Partners, LLC History New 85 6 0.0% — 643 +85 New Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History No change 87 6 0.0% 0.0% 640 0 0.0% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History No change 77 6 0.0% 0.0% 641 0 0.0% Q4 2025 Jan 21, 2026
Newbridge Financial Services Group, Inc. History No change 86 6 0.0% 0.0% 642 0 0.0% Q4 2025 Jan 21, 2026
High Note Wealth, LLC History Added to 68 5 0.0% 0.0% 645 +28 70.0% Q4 2025 Feb 05, 2026
KELLEHER FINANCIAL ADVISORS History No change 67 5 0.0% 0.0% 644 0 0.0% Q4 2025 Jan 20, 2026
Raiffeisen Bank International AG History No change 78 5 0.0% 0.0% 646 0 0.0% Q4 2025 Feb 12, 2026
Bruce G. Allen Investments, LLC History Added to 64 4 0.0% 0.0% 650 +26 68.42% Q4 2025 Feb 10, 2026
Key FInancial Inc History No change 64 4 0.0% 0.0% 647 0 0.0% Q4 2025 Feb 09, 2026
Beaird Harris Wealth Management, LLC History No change 63 4 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 23, 2026
DiNuzzo Private Wealth, Inc. History No change 53 4 0.0% 0.0% 649 0 0.0% Q4 2025 Jan 16, 2026
Sachetta, LLC History No change 61 4 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 02, 2026
LRI Investments, LLC History No change 58 4 0.0% 0.0% 652 0 0.0% Q4 2025 Feb 04, 2026
ORG Partners LLC History New 44 3 0.0% — 656 +44 New Q4 2025 Jan 14, 2026
IMA Advisory Services, Inc. History New 42 3 0.0% — 653 +42 New Q4 2025 Feb 11, 2026
SOA Wealth Advisors, LLC. History No change 43 3 0.0% 0.0% 654 0 0.0% Q4 2025 Jan 20, 2026
Spire Wealth Management History No change 39 3 0.0% 0.0% 655 0 0.0% Q4 2025 Jan 14, 2026
Reyes Financial Architecture, Inc. History No change 47 3 0.0% 0.0% 657 0 0.0% Q4 2025 Jan 26, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 32 2 0.0% 0.0% 658 -54 -62.79% Q4 2025 Jan 23, 2026
Bare Financial Services, Inc History New 38 2 0.0% — 665 +38 New Q4 2025 Feb 06, 2026
Marquette Asset Management, LLC History New 35 2 0.0% — 661 +35 New Q4 2025 Jan 16, 2026
Cornerstone Financial Management LLC History New 28 2 0.0% — 666 +28 New Q4 2025 Feb 13, 2026
SouthState Bank Corp History No change 30 2 0.0% 0.0% 659 0 0.0% Q4 2025 Feb 11, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 125 2 0.0% 0.0% 660 0 0.0% Q4 2025 Feb 04, 2026
Clean Yield Group History No change 26 2 0.0% 0.0% 662 0 0.0% Q4 2025 Jan 26, 2026
Financial Management Professionals, Inc. History No change 29 2 0.0% 0.0% 663 0 0.0% Q4 2025 Jan 27, 2026
Turning Point Benefit Group, Inc. History No change 32 2 0.0% 0.0% 664 0 0.0% Q4 2025 Jan 30, 2026
Dogwood Wealth Management LLC History Reduced 22 1 0.0% 0.0% 679 -53 -70.67% Q4 2025 Feb 04, 2026
OPTIMA CAPITAL LLC History New 20 1 0.0% — 681 +20 New Q4 2025 Jan 23, 2026
Strive Financial Group ,LLC History New 20 1 0.0% — 682 +20 New Q4 2025 Feb 18, 2026
Nemes Rush Group LLC History New 15 1 0.0% — 675 +15 New Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History New 14 1 0.0% — 669 +14 New Q4 2025 Jan 30, 2026
Cromwell Holdings LLC History Added to 24 1 0.0% — 673 +14 140.0% Q4 2025 Jan 20, 2026
Kilter Group LLC History New 13 1 0.0% — 680 +13 New Q4 2025 Feb 13, 2026
Bay Harbor Wealth Management, LLC History Added to 21 1 0.0% — 670 +9 75.0% Q4 2025 Feb 02, 2026
Retirement Wealth Solutions LLC History Reduced 23 1 0.0% 0.0% 677 -5 -17.86% Q4 2025 Jan 07, 2026
Rialto Wealth Management, LLC History Added to 18 1 0.0% 0.0% 678 +5 38.46% Q4 2025 Jan 12, 2026
Principia Wealth Advisory, LLC History Added to 13 1 0.0% — 676 +2 18.18% Q4 2025 Feb 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 18 1 0.0% 0.0% 667 0 0.0% Q4 2025 Feb 13, 2026
Winch Advisory Services, LLC History No change 18 1 0.0% 0.0% 668 0 0.0% Q4 2025 Feb 03, 2026
Avion Wealth History No change 13 1 0.0% 0.0% 671 0 0.0% Q4 2025 Jan 23, 2026
DHJJ Financial Advisors, Ltd. History No change 23 1 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 23, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 24 1 0.0% 0.0% 674 0 0.0% Q4 2025 Jan 09, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 — 0.71% — -658,912 -100.0% Q3 2025 Nov 14, 2025
PROSPECTOR PARTNERS LLC History Closed out 0 0 — 1.59% — -171,290 -100.0% Q3 2025 Nov 07, 2025
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 — 0.05% — -158,764 -100.0% Q3 2025 Nov 13, 2025
FLPUTNAM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.05% — -44,250 -100.0% Q3 2025 Oct 10, 2025
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 — 0.13% — -42,000 -100.0% Q3 2025 Nov 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 — 0.0% — -37,500 -100.0% Q3 2025 Nov 13, 2025
Cinctive Capital Management LP History Closed out 0 0 — 0.12% — -31,297 -100.0% Q3 2025 Nov 14, 2025
Family Manage LLC History Closed out 0 0 — 0.31% — -28,617 -100.0% Q3 2025 Nov 13, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.01% — -20,622 -100.0% Q3 2025 Nov 10, 2025
Polianta Ltd History Closed out 0 0 — 0.64% — -19,900 -100.0% Q3 2025 Oct 16, 2025
Lifestyle Asset Management, Inc. History Closed out 0 0 — 0.52% — -19,740 -100.0% Q3 2025 Oct 09, 2025
Convergence Investment Partners, LLC History Closed out 0 0 — 0.25% — -14,461 -100.0% Q3 2025 Nov 04, 2025
WINTON GROUP Ltd History Closed out 0 0 — 0.04% — -12,154 -100.0% Q3 2025 Nov 13, 2025
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 — 0.0% — -11,968 -100.0% Q3 2025 Nov 13, 2025
Farringdon Capital, Ltd. History Closed out 0 0 — 0.2% — -10,373 -100.0% Q3 2025 Nov 13, 2025
Brevan Howard Capital Management LP History Closed out 0 0 — 0.0% — -10,109 -100.0% Q3 2025 Nov 14, 2025
AIA Group Ltd History Closed out 0 0 — 0.01% — -9,709 -100.0% Q3 2025 Dec 18, 2025
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.01% — -9,182 -100.0% Q3 2025 Nov 03, 2025
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 — 0.0% — -7,970 -100.0% Q3 2025 Nov 13, 2025
AVIVA PLC History Closed out 0 0 — 0.0% — -7,222 -100.0% Q3 2025 Nov 13, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 — 0.02% — -7,043 -100.0% Q3 2025 Nov 13, 2025
Cambria Investment Management, L.P. History Closed out 0 0 — 0.03% — -6,706 -100.0% Q3 2025 Dec 01, 2025
SummitTX Capital, L.P. History Closed out 0 0 — 0.02% — -6,692 -100.0% Q3 2025 Nov 14, 2025
MBM WEALTH CONSULTANTS, LLC History Closed out 0 0 — 0.12% — -6,345 -100.0% Q3 2025 Oct 31, 2025
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 — 0.0% — -5,443 -100.0% Q3 2025 Nov 07, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 — 0.05% — -5,395 -100.0% Q3 2025 Oct 21, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -5,314 -100.0% Q3 2025 Oct 14, 2025
TOWNSQUARE CAPITAL LLC History Closed out 0 0 — 0.06% — -4,876 -100.0% Q3 2025 Nov 03, 2025
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 — 0.0% — -4,439 -100.0% Q3 2025 Nov 13, 2025
Encompass More Asset Management History Closed out 0 0 — 0.06% — -4,249 -100.0% Q3 2025 Oct 17, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 — 0.0% — -3,701 -100.0% Q3 2025 Nov 12, 2025
Applied Finance Capital Management, LLC History Closed out 0 0 — 0.02% — -3,665 -100.0% Q3 2025 Nov 06, 2025
Bayforest Capital Ltd History Closed out 0 0 — 0.13% — -3,422 -100.0% Q3 2025 Oct 24, 2025
LaSalle St. Investment Advisors, LLC History Closed out 0 0 — 0.05% — -3,362 -100.0% Q3 2025 Nov 13, 2025
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.01% — -3,095 -100.0% Q3 2025 Nov 05, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -2,954 -100.0% Q3 2025 Nov 14, 2025
Cresset Asset Management, LLC History Closed out 0 0 — 0.0% — -2,840 -100.0% Q3 2025 Jan 22, 2026
Requisite Capital Management, LLC History Closed out 0 0 — 0.04% — -2,807 -100.0% Q3 2025 Nov 12, 2025
NorthCrest Asset Manangement, LLC History Closed out 0 0 — 0.01% — -2,788 -100.0% Q3 2025 Oct 29, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.02% — -2,769 -100.0% Q3 2025 Nov 03, 2025
SEVEN MILE ADVISORY History Closed out 0 0 — 0.03% — -2,611 -100.0% Q3 2025 Nov 13, 2025
Dorsey Wright & Associates History Closed out 0 0 — 0.04% — -2,580 -100.0% Q3 2025 Nov 18, 2025
Cornerstone Planning Group LLC History Closed out 0 0 — 0.01% — -2,422 -100.0% Q3 2025 Nov 04, 2025
OSSIAM History Closed out 0 0 — 0.0% — -1,302 -100.0% Q3 2025 Nov 14, 2025
Quarry LP History Closed out 0 0 — 0.02% — -1,184 -100.0% Q3 2025 Nov 14, 2025
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 — 0.0% — -1,084 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -1,061 -100.0% Q3 2025 Nov 12, 2025
KELLY LAWRENCE W & ASSOCIATES INC/CA History Closed out 0 0 — 0.02% — -1,000 -100.0% Q3 2025 Nov 14, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.01% — -774 -100.0% Q3 2025 Oct 28, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.02% — -769 -100.0% Q3 2025 Nov 13, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -728 -100.0% Q3 2025 Nov 14, 2025
Aviso Financial Inc. History Closed out 0 0 — 0.0% — -406 -100.0% Q3 2025 Nov 12, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.01% — -333 -100.0% Q3 2025 Oct 08, 2025
Hillsdale Investment Management Inc. History Closed out 0 0 — 0.0% — -250 -100.0% Q3 2025 Nov 10, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.01% — -150 -100.0% Q3 2025 Nov 06, 2025
Main Street Group, LTD History Closed out 0 0 — 0.0% — -101 -100.0% Q3 2025 Nov 07, 2025
Pingora Partners LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -99 -100.0% Q3 2025 Nov 10, 2025
Gen-Wealth Partners Inc History Closed out 0 0 — 0.0% — -85 -100.0% Q3 2025 Nov 14, 2025
Rakuten Securities, Inc. History Reduced 1 0 — 0.0% — -76 -98.7% Q4 2025 Jan 29, 2026
Physician Wealth Advisors, Inc. History Reduced 10 0 — 0.0% — -55 -84.62% Q4 2025 Jan 29, 2026
Cloud Capital Management, LLC History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2025 Nov 03, 2025
Atlantic Private Wealth, LLC History Closed out 0 0 — 0.0% — -23 -100.0% Q3 2025 Nov 03, 2025
IMG Wealth Management, Inc. History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2025 Nov 05, 2025
NBC SECURITIES, INC. History Closed out 0 0 — — — -11 -100.0% Q3 2025 Nov 14, 2025
HUNTINGTON NATIONAL BANK History Reduced 5 0 — 0.0% — -8 -61.54% Q4 2025 Feb 09, 2026
Palisade Asset Management, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2025 Nov 17, 2025
MCGUIRE CAPITAL ADVISORS INC History New 6 0 — — — +6 New Q4 2025 Feb 19, 2026
Dunhill Financial, LLC History New 4 0 — — — +4 New Q4 2025 Jan 29, 2026
Valued Wealth Advisors LLC History Reduced 11 0 — — — -1 -8.33% Q4 2025 Jan 30, 2026
Tortoise Investment Management, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 13, 2025
MV CAPITAL MANAGEMENT, INC. History No change 1 0 — — — 0 0.0% Q4 2025 Feb 23, 2026
Quaker Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
DecisionPoint Financial, LLC History No change 3 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
Seneschal Advisors, LLC History No change 3 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 4 0 — — — 0 0.0% Q4 2025 Jan 15, 2026
Hughes Financial Services, LLC History No change 9 0 — — — 0 0.0% Q4 2025 Feb 11, 2026
HFM Investment Advisors, LLC History No change 11 0 — — — 0 0.0% Q4 2025 Feb 05, 2026