SPDR SERIES TRUST - XBI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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.
Showing first 800 of 895 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
GOLDMAN SACHS GROUP INC History Reduced 20,119,218 2,453,136 0.3% 0.3% 1 -4,296,442 -17.6% Q4 2025 Mar 25, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 16,587,889 2,029,019 0.92% 0.32% 2 +10,622,553 178.07% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 15,376,810 1,874,894 0.22% 0.11% 3 +5,515,373 55.93% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 13,118,410 1,599,527 0.71% 0.51% 4 +1,590,219 13.79% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 12,817,176 1,562,798 0.11% 0.07% 5 +1,807,177 16.41% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 12,592,500 1,535,403 2.57% 2.51% 6 -1,232,500 -8.92% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 11,491,683 1,401,181 0.08% 0.06% 7 +882,718 8.32% Q4 2025 Feb 13, 2026
Deep Track Capital, LP History New 10,000,000 1,219,300 21.74% — 8 +10,000,000 New Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 8,422,955 1,027,010 0.16% 0.1% 9 +2,062,224 32.42% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 6,270,900 764,610 0.11% 0.1% 10 -455,400 -6.77% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 4,629,521 564,477 0.09% 0.06% 11 +1,003,286 27.67% Q4 2025 Jan 29, 2026
Point72 Asset Management, L.P. History Added to 4,263,100 519,799 0.58% 0.08% 12 +3,763,100 752.62% Q4 2025 Feb 17, 2026
PEAK6 LLC History Added to 4,207,800 513,057 0.95% 0.56% 13 +396,600 10.41% Q4 2025 Mar 12, 2026
WELLS FARGO & COMPANY/MN History Added to 3,566,265 434,834 0.08% 0.07% 14 +36,122 1.02% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 3,265,689 398,185 0.02% 0.08% 15 -10,273,049 -75.88% Q4 2025 Feb 11, 2026
Soleus Capital Management, L.P. History Added to 2,900,000 353,597 13.04% 5.8% 16 +1,750,000 152.17% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Reduced 2,564,708 312,714 0.08% 0.06% 17 -109,939 -4.11% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 2,423,570 295,505 0.12% 0.2% 18 -2,165,255 -47.19% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 2,297,991 280,194 0.36% 0.31% 19 -153,884 -6.28% Q4 2025 Feb 17, 2026
Avoro Capital Advisors LLC History New 2,100,000 256,053 2.52% — 20 +2,100,000 New Q4 2025 Mar 13, 2026
Rokos Capital Management LLP History Added to 2,006,960 244,738 0.95% 0.65% 21 +506,960 33.8% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 1,853,232 225,965 0.35% 0.25% 22 +220,244 13.49% Q4 2025 Feb 05, 2026
NOMURA HOLDINGS INC History Added to 1,817,300 221,583 0.29% 0.11% 23 +1,138,000 167.53% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Added to 1,795,989 218,984 1.12% 0.79% 24 +133,919 8.06% Q4 2025 Feb 09, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,762,600 214,913 0.3% 0.0% 25 +1,754,300 21136.14% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 1,758,000 214,352 0.14% 0.12% 26 0 0.0% Q4 2025 Feb 17, 2026
Affinity Asset Advisors, LLC History New 1,500,000 182,895 10.42% — 27 +1,500,000 New Q4 2025 Feb 13, 2026
Paradigm Biocapital Advisors LP History Added to 1,500,000 182,895 4.67% 2.85% 28 +500,000 50.0% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 1,366,720 166,644 0.24% 0.12% 29 +553,681 68.1% Q4 2025 Feb 13, 2026
OMERS ADMINISTRATION Corp History Added to 1,190,707 145,147 1.03% 0.0% 30 +1,187,907 42425.25% Q4 2025 Feb 13, 2026
PERCEPTIVE ADVISORS LLC History New 1,100,000 134,123 2.39% — 31 +1,100,000 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 1,082,500 131,989 0.24% 354.34% 32 +320,800 42.12% Q4 2025 Feb 17, 2026
Cormorant Asset Management, LP History New 1,000,000 121,930 5.64% — 33 +1,000,000 New Q4 2025 Feb 17, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 969,419 118,201 1.36% 0.9% 34 +287,363 42.13% Q4 2025 Feb 10, 2026
Atika Capital Management LLC History New 9,625 117,357 12.36% — 35 +9,625 New Q4 2025 Feb 13, 2026
Jain Global LLC History Added to 884,894 107,895 0.52% 0.06% 36 +753,417 573.04% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 875,547 106,755 0.03% 0.02% 37 +185,964 26.97% Q4 2025 Feb 11, 2026
Ikarian Capital, LLC History Added to 850,000 103,640 8.09% 7.59% 38 +100,000 13.33% Q4 2025 Feb 18, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 804,500 98,092 0.27% 0.43% 39 -826,300 -50.67% Q4 2025 Feb 17, 2026
LMR Partners LLP History New 798,647 97,379 0.18% — 40 +798,647 New Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History New 737,777 89,957 0.05% — 41 +737,777 New Q4 2025 Feb 17, 2026
Employees Retirement System of Texas History Reduced 725,272 88,432 0.72% 0.59% 42 -13,000 -1.76% Q4 2025 Feb 09, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 691,000 84,254 0.54% 0.33% 43 +263,000 61.45% Q4 2025 Feb 13, 2026
Greenhouse Funds LLLP History Added to 687,524 83,829 3.03% 2.48% 44 +11,549 1.71% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 678,726 82,734 0.02% 0.03% 45 -547,421 -44.65% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 638,529 78,049 0.04% 0.03% 46 +46,339 7.83% Q4 2025 Mar 20, 2026
Caption Management, LLC History Added to 638,800 77,888 0.53% 0.24% 47 +335,400 110.55% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 635,843 77,528 0.16% 0.0% 48 +635,782 1042265.57% Q4 2025 Jan 23, 2026
ROYAL BANK OF CANADA History New 572,913 69,857 0.01% — 49 +572,913 New Q4 2025 Feb 17, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 9,424 64,445 1.14% 0.02% 50 -1,978 -17.35% Q4 2025 Feb 12, 2026
Parallax Volatility Advisers, L.P. History Added to 519,901 63,391 0.13% 0.06% 51 +151,281 41.04% Q4 2025 Feb 17, 2026
NATIXIS History Reduced 493,049 60,117 0.21% 0.23% 52 -4,847 -0.97% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 477,400 58,209 0.06% 0.06% 53 -95,917 -16.73% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 466,018 56,821 0.02% 0.01% 54 +84,438 22.13% Q4 2025 Feb 18, 2026
Investure, LLC History No change 412,250 50,265 2.81% 2.56% 55 0 0.0% Q4 2025 Feb 11, 2026
Nantahala Capital Management, LLC History Reduced 400,000 48,772 1.61% 2.44% 56 -300,000 -42.86% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Added to 395,991 48,283 0.04% 0.03% 57 +35,483 9.84% Q4 2025 Feb 11, 2026
STRS OHIO History Reduced 391,200 47,699 0.18% 0.15% 58 -13,800 -3.41% Q4 2025 Feb 02, 2026
Main Street Research LLC History New 360,526 43,958 2.51% — 59 +360,526 New Q4 2025 Feb 09, 2026
DAFNA Capital Management LLC History Reduced 336,505 41,030 9.53% 9.94% 60 -65,000 -16.19% Q4 2025 Feb 17, 2026
J. Goldman & Co LP History Added to 310,100 37,810 1.0% 0.08% 61 +276,600 825.67% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 305,105 37,201 0.05% 0.04% 62 +179,463 142.84% Q4 2025 Jan 09, 2026
STIFEL FINANCIAL CORP History Reduced 304,503 37,129 0.03% 0.03% 63 -19,165 -5.92% Q4 2025 Feb 13, 2026
Strategic Financial Services, Inc. History Reduced 260,924 32,748 1.51% 1.43% 64 -24,213 -8.49% Q4 2025 Feb 09, 2026
GENDELL JEFFREY L History Added to 262,278 31,979 0.56% 0.43% 65 +30,000 12.92% Q4 2025 Feb 13, 2026
Dauntless Investment Group, LLC History Added to 255,400 31,140 24.73% 15.66% 66 +5,400 2.16% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 30,848 30,848 0.02% — 67 +30,848 New Q4 2025 Feb 17, 2026
DIADEMA PARTNERS LP History New 250,000 30,482 5.25% — 68 +250,000 New Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 243,257 29,660 0.02% 0.02% 69 -4,539 -1.83% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Added to 237,935 29,049 0.31% 0.27% 70 +5,311 2.28% Q4 2025 Jan 26, 2026
Marks Wealth, LLC History New 236,668 28,856 9.66% — 71 +236,668 New Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 236,057 28,782 0.05% 0.03% 72 +72,636 44.45% Q4 2025 Mar 16, 2026
BlackRock, Inc. History Reduced 232,792 28,384 0.0% 0.0% 73 -22,993 -8.99% Q4 2025 Feb 12, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 225,000 27,434 0.39% 0.34% 74 -25,000 -10.0% Q4 2025 Feb 17, 2026
Sivik Global Healthcare LLC History Reduced 225,000 27,434 7.96% 7.29% 75 -25,000 -10.0% Q4 2025 Jan 21, 2026
Rock Springs Capital Management LP History Added to 222,000 27,068 1.39% 0.89% 76 +70,250 46.29% Q4 2025 Feb 17, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 208,577 25,431 1.95% 1.37% 77 +45,073 27.57% Q4 2025 Feb 03, 2026
FIL Ltd History Added to 207,577 25,378 0.02% 0.0% 78 +198,386 2158.48% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 206,304 25,154 0.06% — 79 +206,304 New Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History New 200,000 24,386 0.08% — 80 +200,000 New Q4 2025 Feb 13, 2026
United Capital Management of KS, Inc. History Reduced 186,145 22,696 3.18% 2.57% 81 -2,384 -1.26% Q4 2025 Feb 17, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 180,964 22,064 1.14% 0.95% 82 -6,601 -3.52% Q4 2025 Jan 27, 2026
Allspring Global Investments Holdings, LLC History Reduced 177,012 21,510 0.03% 0.04% 83 -65,126 -26.9% Q4 2025 Jan 15, 2026
GenTrust, LLC History Added to 175,663 21,418 0.92% 0.8% 84 +143 0.08% Q4 2025 Feb 02, 2026
CREDIT AGRICOLE S A History Added to 166,438 20,293 0.05% 0.01% 85 +115,240 225.09% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 166,136 20,256 0.03% 0.02% 86 +42,776 34.68% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 163,181 19,896 0.02% 0.02% 87 +9,532 6.2% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 162,623 19,828 0.01% 0.0% 88 +48,193 42.12% Q4 2025 Feb 12, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 158,225 19,292 1.48% 1.29% 89 +2,486 1.6% Q4 2025 Jan 16, 2026
Royal Fund Management, LLC History New 143,713 17,535 1.59% — 90 +143,713 New Q4 2025 Jan 15, 2026
Williams Jones Wealth Management, LLC. History Added to 143,236 17,464 0.2% 0.01% 91 +132,190 1196.72% Q4 2025 Feb 13, 2026
ALTFEST L J & CO INC History Added to 142,171 17,334 1.9% 1.4% 92 +17,250 13.81% Q4 2025 Jan 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 137,863 16,809 0.03% 0.02% 93 +54,966 66.31% Q4 2025 Feb 05, 2026
L. Roy Papp & Associates, LLP History Reduced 136,229 16,610 1.84% 1.56% 94 -2,358 -1.7% Q4 2025 Jan 28, 2026
WS MANAGEMENT LLLP History Added to 130,000 15,850 1.3% 0.83% 95 +53,543 70.03% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 128,040 15,614 0.02% 0.01% 96 +24,504 23.67% Q4 2025 Feb 17, 2026
Madrona Financial Services, LLC History Reduced 126,951 15,479 3.31% 2.84% 97 -1,572 -1.22% Q4 2025 Jan 22, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 122,085 14,905 0.31% 0.27% 98 -719 -0.59% Q4 2025 Jan 26, 2026
Centiva Capital, LP History Added to 120,000 14,631 0.12% 0.07% 99 +50,000 71.43% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 117,168 14,286 0.04% 0.01% 100 +68,203 139.29% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 116,119 14,158 0.01% 0.01% 101 -4,085 -3.4% Q4 2025 Feb 10, 2026
Zweig-DiMenna Associates LLC History New 110,700 13,497 0.84% — 102 +110,700 New Q4 2025 Feb 10, 2026
Edge Wealth Management LLC History Reduced 110,031 13,416 2.37% 1.99% 103 -2,280 -2.03% Q4 2025 Jan 12, 2026
Riggs Asset Managment Co. Inc. History New 106,548 12,991 2.62% — 104 +106,548 New Q4 2025 Jan 29, 2026
JBF Capital, Inc. History Added to 105,000 12,802 1.85% 0.21% 105 +90,000 600.0% Q4 2025 Feb 12, 2026
Yelin Lapidot Holdings Management Ltd. History No change 104,532 12,745 2.55% 2.2% 106 0 0.0% Q4 2025 Feb 05, 2026
BLAIR WILLIAM & CO/IL History Added to 102,867 12,542 0.03% 0.03% 107 +1,057 1.04% Q4 2025 Feb 17, 2026
S&CO INC History Reduced 102,227 12,464 0.77% 0.64% 108 -2,870 -2.73% Q4 2025 Feb 05, 2026
MIRAE ASSET SECURITIES (USA) INC. History Reduced 100,000 12,193 0.34% 4.59% 109 -1,400,000 -93.33% Q4 2025 Feb 11, 2026
Lalia Capital, LLC History New 100,000 12,193 9.55% — 110 +100,000 New Q4 2025 Feb 11, 2026
Eversept Partners, LP History New 99,400 12,119 0.61% — 111 +99,400 New Q4 2025 Feb 17, 2026
KEYSTONE INVESTORS PTE LTD History New 98,600 12,022 1.08% — 112 +98,600 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 97,886 11,950 0.02% 0.02% 113 -2,194 -2.19% Q4 2025 Jan 08, 2026
Focus Partners Wealth History Added to 94,563 11,360 0.01% 0.0% 114 +64,284 212.31% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History Added to 93,078 11,349 0.39% 0.05% 115 +81,119 678.31% Q4 2025 Feb 13, 2026
INVESTMENT HOUSE LLC History Reduced 91,495 11,155 0.53% 0.44% 116 -470 -0.51% Q4 2025 Feb 06, 2026
Ilmarinen Mutual Pension Insurance Co History No change 90,329 11,014 0.09% 0.07% 117 0 0.0% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Added to 89,731 10,941 0.03% 0.01% 118 +46,709 108.57% Q4 2025 Feb 11, 2026
JTC Employer Solutions Trustee Ltd History Added to 84,745 10,335 0.7% 0.01% 119 +83,195 5367.42% Q4 2025 Feb 10, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 84,715 10,329 0.15% 0.12% 120 -125 -0.15% Q4 2025 Feb 12, 2026
Parkside Investments, LLC History Reduced 84,247 10,272 1.29% 1.17% 121 -8,924 -9.58% Q4 2025 Feb 09, 2026
LHM, INC. History Reduced 83,738 10,210 3.8% 3.96% 122 -35,802 -29.95% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History No change 83,176 10,141 0.04% 0.03% 123 0 0.0% Q4 2025 Feb 13, 2026
CASTLEARK MANAGEMENT LLC History No change 80,890 9,862 0.29% 0.23% 124 0 0.0% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 80,752 9,846 0.0% 0.0% 125 +24,141 42.64% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History New 77,500 9,449 0.01% — 126 +77,500 New Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 75,251 9,175 0.02% 0.0% 127 +53,751 250.0% Q4 2025 Feb 17, 2026
Virtus Wealth Solutions LLC History New 75,205 9,169 1.74% — 128 +75,205 New Q4 2025 Jan 29, 2026
Spire Wealth Management History Added to 75,082 9,154 0.31% 0.04% 129 +62,717 507.21% Q4 2025 Jan 14, 2026
Geneva Partners, LLC History New 74,465 9,079 3.23% — 130 +74,465 New Q4 2025 Feb 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 72,695 8,863 0.0% 0.0% 131 +2,168 3.07% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Reduced 72,522 8,842 0.01% 0.01% 132 -4,063 -5.31% Q4 2025 Feb 06, 2026
TORONTO DOMINION BANK History Reduced 71,631 8,734 0.01% 0.03% 133 -92,303 -56.3% Q4 2025 Feb 17, 2026
SPHERA FUNDS MANAGEMENT LTD. History New 70,000 8,535 1.65% — 134 +70,000 New Q4 2025 Feb 17, 2026
Greenwoods Asset Management Hong Kong Ltd. History Reduced 68,265 8,323 0.21% 1.25% 135 -486,750 -87.7% Q4 2025 Feb 06, 2026
Crescent Grove Advisors, LLC History Reduced 67,024 8,172 0.76% 0.67% 136 -3,006 -4.29% Q4 2025 Feb 11, 2026
Tamar Securities, LLC History Added to 65,763 8,018 0.85% 0.6% 137 +12,800 24.17% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 65,601 7,998 0.03% 0.02% 138 -117 -0.18% Q4 2025 Feb 02, 2026
Marotta Asset Management History Reduced 65,558 7,993 1.48% 1.41% 139 -8,302 -11.24% Q4 2025 Jan 07, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History New 65,000 7,925 1.1% — 140 +65,000 New Q4 2025 Jan 29, 2026
BANQUE PICTET & CIE SA History Added to 64,877 7,910 0.05% 0.03% 141 +12,595 24.09% Q4 2025 Jan 16, 2026
Krilogy Financial LLC History New 61,107 7,813 0.27% — 142 +61,107 New Q4 2025 Jan 27, 2026
LM Advisors LLC History Reduced 946 7,760 0.14% 0.13% 143 -7,814 -89.2% Q4 2025 Feb 13, 2026
OLD NATIONAL BANCORP /IN/ History Added to 62,072 7,568 0.13% 0.11% 144 +386 0.63% Q4 2025 Jan 28, 2026
CI INVESTMENTS INC. History New 61,873 7,544 0.03% — 145 +61,873 New Q4 2025 Feb 12, 2026
Peregrine Asset Advisers, Inc. History New 61,224 7,465 2.11% — 146 +61,224 New Q4 2025 Feb 02, 2026
Nan Shan Life Insurance Co., Ltd. History No change 60,264 7,347 0.23% 0.13% 147 0 0.0% Q4 2025 Feb 13, 2026
Fulcrum Capital LLC History Added to 56,979 6,947 1.4% 1.16% 148 +546 0.97% Q4 2025 Jan 15, 2026
MONTAG A & ASSOCIATES INC History New 56,147 6,846 0.31% — 149 +56,147 New Q4 2025 Feb 02, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 55,698 6,791 0.02% 0.01% 150 0 0.0% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 54,511 6,646 0.01% 0.01% 151 +15,808 40.84% Q4 2025 Mar 09, 2026
OXFORD ASSET MANAGEMENT LLP History Reduced 54,306 6,621 2.69% 59.82% 152 -70,283 -56.41% Q4 2025 Feb 17, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 54,230 6,612 0.52% 0.44% 153 -600 -1.09% Q4 2025 Jan 14, 2026
Baird Financial Group, Inc. History Added to 54,090 6,595 0.01% 0.01% 154 +9,970 22.6% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Reduced 52,789 6,436 0.09% 0.08% 155 -9,137 -14.75% Q4 2025 Feb 02, 2026
Carnegie Investment Counsel History Reduced 50,498 6,157 0.11% 0.1% 156 -291 -0.57% Q4 2025 Jan 23, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 48,651 5,932 0.16% 0.12% 157 +694 1.45% Q4 2025 Jan 28, 2026
Polymer Capital Management (HK) LTD History New 48,200 5,877 0.84% — 158 +48,200 New Q4 2025 Feb 13, 2026
Curi Capital, LLC History New 47,689 5,814 0.1% — 159 +47,689 New Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Added to 47,660 5,806 0.35% 0.12% 160 +27,986 142.25% Q4 2025 Feb 13, 2026
Q3 Asset Management History New 47,249 5,761 1.32% — 161 +47,249 New Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History Added to 46,584 5,679 0.01% 0.01% 162 +4,673 11.15% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History New 46,058 5,615 0.02% — 163 +46,058 New Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Reduced 44,360 5,408 0.03% 0.02% 164 -1,829 -3.96% Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History New 41,667 5,091 0.04% — 165 +41,667 New Q4 2025 Feb 17, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History No change 41,242 5,028 0.61% 0.45% 166 0 0.0% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 41,100 5,011 0.01% — 167 +41,100 New Q4 2025 Feb 12, 2026
Vident Advisory, LLC History New 39,864 4,860 0.04% — 168 +39,864 New Q4 2025 Feb 18, 2026
Myriad Asset Management Advisors LLC History New 39,864 4,860 1.5% — 169 +39,864 New Q4 2025 Feb 11, 2026
MAI Capital Management History Added to 37,219 4,538 0.03% 0.02% 170 +136 0.37% Q4 2025 Feb 13, 2026
SCOTIA CAPITAL INC. History Reduced 37,218 4,537 0.02% 0.02% 171 -194 -0.52% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 37,124 4,526 0.0% 0.0% 172 -1,035 -2.71% Q4 2025 Feb 17, 2026
BCS Private Wealth Management, Inc. History Added to 36,828 4,490 1.53% 1.31% 173 +282 0.77% Q4 2025 Jan 26, 2026
Mission Hills Financial Advisory, LLC History Added to 35,902 4,377 2.31% 1.91% 174 +61 0.17% Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Added to 35,526 4,331 0.03% 0.03% 175 +5,405 17.94% Q4 2025 Feb 18, 2026
&PARTNERS History Added to 35,190 4,290 0.02% 0.02% 176 +9,902 39.16% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History Reduced 35,107 4,280 0.05% 0.04% 177 -647 -1.81% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 34,139 4,162 0.0% 0.0% 178 +1,244 3.78% Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 33,220 4,049 0.0% 0.0% 179 +9,283 38.78% Q4 2025 Feb 13, 2026
Quantbot Technologies LP History New 33,000 4,023 0.13% — 180 +33,000 New Q4 2025 Feb 10, 2026
K.J. Harrison & Partners Inc History Added to 31,880 3,887 0.52% 0.32% 181 +10,080 46.24% Q4 2025 Feb 03, 2026
Capital Investment Counsel, Inc History No change 31,190 3,802 0.45% 0.38% 182 0 0.0% Q4 2025 Jan 23, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Reduced 32,825 3,699 0.06% 0.06% 183 -2,500 -7.08% Q4 2025 Feb 11, 2026
FISCHER INVESTMENT STRATEGIES, LLC History New 30,210 3,683 2.15% — 184 +30,210 New Q4 2025 Jan 28, 2026
Conservest Capital Advisors, Inc. History Added to 30,114 3,671 0.33% 0.27% 185 +972 3.34% Q4 2025 Feb 12, 2026
Roundview Capital LLC History Added to 30,087 3,668 0.23% 0.03% 186 +25,607 571.58% Q4 2025 Feb 09, 2026
ArchPoint Investors History No change 29,875 3,642 0.86% 0.82% 187 0 0.0% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 29,539 3,601 0.28% 0.24% 188 -4,529 -13.29% Q4 2025 Jan 23, 2026
Arcadia Wealth Management, Inc. History Reduced 29,472 3,593 2.06% 1.85% 189 -980 -3.22% Q4 2025 Feb 10, 2026
American Financial Advisors, LLC History Reduced 28,744 3,504 0.45% 0.46% 190 -6,960 -19.49% Q4 2025 Feb 03, 2026
EverSource Wealth Advisors, LLC History Added to 28,718 3,501 0.13% — 191 +28,712 478533.33% Q4 2025 Feb 06, 2026
Greenline Partners, LLC History No change 28,711 3,500 0.4% 0.35% 192 0 0.0% Q4 2025 Feb 17, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 28,683 3,497 0.47% 0.41% 193 +3,302 13.01% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Added to 28,597 3,486 0.05% 0.01% 194 +24,133 540.61% Q4 2025 Feb 13, 2026
CONTINENTAL ADVISORS LLC History Reduced 27,700 3,377 1.43% 1.57% 195 -8,500 -23.48% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Added to 27,287 3,327 0.06% 0.04% 196 +2,857 11.69% Q4 2025 Feb 11, 2026
MARVIN & PALMER ASSOCIATES INC History New 26,940 3,284 2.32% — 197 +26,940 New Q4 2025 Feb 11, 2026
Empowered Funds, LLC History New 26,936 3,284 0.06% — 198 +26,936 New Q4 2025 Feb 18, 2026
Worth Asset Management, LLC History Added to 26,672 3,252 1.38% 0.19% 199 +22,407 525.37% Q4 2025 Jan 14, 2026
IHT Wealth Management, LLC History Reduced 26,597 3,242 0.08% 0.09% 200 -7,860 -22.81% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 26,570 3,239 0.01% 0.0% 201 +13,729 106.92% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Added to 25,627 3,124 0.01% 0.01% 202 +3,220 14.37% Q4 2025 Feb 13, 2026
Creative Planning History Added to 25,347 3,090 0.0% 0.0% 203 +3,164 14.26% Q4 2025 Feb 17, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 25,326 3,087 0.43% 0.4% 204 -2,290 -8.29% Q4 2025 Feb 17, 2026
Braeburn Wealth Management LLC History New 25,068 3,056 1.56% — 205 +25,068 New Q4 2025 Feb 18, 2026
Stamos Capital Partners, L.P. History Reduced 24,679 3,009 0.48% 0.54% 206 -3,887 -13.61% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 24,492 2,986 0.01% 0.0% 208 +10,699 77.57% Q4 2025 Jan 26, 2026
Atlantic Union Bankshares Corp History Reduced 24,493 2,986 0.06% 0.05% 207 -1,834 -6.97% Q4 2025 Feb 04, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 24,419 2,977 0.15% 0.12% 209 -276 -1.12% Q4 2025 Feb 02, 2026
Coastal Bridge Advisors, LLC History Added to 24,383 2,972 0.22% 0.17% 210 +1,754 7.75% Q4 2025 Feb 18, 2026
RPG Investment Advisory, LLC History Reduced 23,465 2,861 0.32% 0.28% 211 -128 -0.54% Q4 2025 Jan 20, 2026
Redhawk Wealth Advisors, Inc. History New 23,308 2,841 0.32% — 212 +23,308 New Q4 2025 Jan 14, 2026
CIBC Private Wealth Group LLC History Added to 23,217 2,830 0.0% 0.0% 213 +5,329 29.79% Q4 2025 Feb 12, 2026
Erste Asset Management GmbH History Added to 23,130 2,820 0.02% 0.0% 214 +22,130 2213.0% Q4 2025 Feb 11, 2026
Jump Financial, LLC History Reduced 23,026 2,807 0.03% 0.1% 215 -56,447 -71.03% Q4 2025 Feb 17, 2026
Ethos Financial Group, LLC History New 22,309 2,720 0.2% — 216 +22,309 New Q4 2025 Jan 20, 2026
AE Wealth Management LLC History Reduced 22,077 2,691 0.02% 0.01% 217 -758 -3.32% Q4 2025 Jan 26, 2026
Twin Tree Management, LP History Reduced 22,017 2,684 0.02% 0.28% 219 -651,270 -96.73% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 22,019 2,684 0.02% 0.01% 218 +3,992 22.14% Q4 2025 Feb 17, 2026
BECK CAPITAL MANAGEMENT, LLC History New 21,801 2,658 0.63% — 220 +21,801 New Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 21,735 2,650 0.03% 0.02% 221 -4,217 -16.25% Q4 2025 Feb 13, 2026
Verity Asset Management, Inc. History Added to 21,414 2,611 1.12% 0.66% 222 +1,227 6.08% Q4 2025 Jan 30, 2026
Robertson Stephens Wealth Management, LLC History Added to 21,391 2,608 0.07% 0.01% 223 +16,673 353.39% Q4 2025 Feb 02, 2026
BEARING POINT CAPITAL, LLC History Added to 21,352 2,603 0.41% 0.28% 224 +4,831 29.24% Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History Added to 21,296 2,596 0.35% 0.28% 225 +931 4.57% Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 21,017 2,562 0.03% 0.02% 226 -120 -0.57% Q4 2025 Jan 21, 2026
NewEdge Advisors, LLC History Added to 20,919 2,550 0.01% 0.0% 227 +10,331 97.57% Q4 2025 Feb 18, 2026
RIK SAYLOR FINANCIAL, INC. History New 20,730 2,527 1.85% — 228 +20,730 New Q4 2025 Feb 12, 2026
Argyle Capital Partners, LLC History Reduced 20,712 2,525 1.84% 1.73% 229 -3,327 -13.84% Q4 2025 Feb 17, 2026
Asset Management Group, Inc. History Reduced 20,637 2,516 0.41% 0.39% 230 -3,020 -12.77% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 20,488 2,499 0.07% 0.01% 231 +18,479 919.81% Q4 2025 Jan 30, 2026
CROWN ADVISORS MANAGEMENT, INC. History No change 20,000 2,438 1.6% 1.34% 232 0 0.0% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History Added to 19,990 2,437 0.01% 0.01% 233 +474 2.43% Q4 2025 Feb 13, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History Reduced 19,825 2,417 0.15% 0.81% 234 -112,734 -85.04% Q4 2025 Feb 17, 2026
Commonwealth Financial Services, LLC History New 19,708 2,402 0.4% — 235 +19,708 New Q4 2025 Feb 06, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 19,639 2,394 0.87% 0.53% 236 +7,339 59.67% Q4 2025 Feb 12, 2026
SHAKER INVESTMENTS LLC/OH History New 19,528 2,381 0.99% — 237 +19,528 New Q4 2025 Jan 30, 2026
CIBC WORLD MARKET INC. History Added to 19,523 2,380 0.0% 0.0% 238 +1,490 8.26% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 19,315 2,355 0.0% 0.0% 239 +2,066 11.98% Q4 2025 Feb 13, 2026
Kercheville Advisors, LLC History New 17,720 2,331 0.61% — 240 +17,720 New Q4 2025 Jan 29, 2026
Hollow Brook Wealth Management LLC History Reduced 18,846 2,297 0.59% 0.51% 241 -2,478 -11.62% Q4 2025 Feb 17, 2026
MOODY LYNN & LIEBERSON, LLC History New 18,824 2,295 0.12% — 242 +18,824 New Q4 2025 Jan 15, 2026
RPg Family Wealth Advisory, LLC History Added to 18,805 2,292 0.5% 0.4% 243 +526 2.88% Q4 2025 Feb 13, 2026
Sage Capital Management, LLC History Reduced 18,673 2,278 1.05% 0.87% 244 -669 -3.46% Q4 2025 Jan 15, 2026
Cresset Asset Management, LLC History Added to 18,495 2,255 0.01% 0.01% 245 +61 0.33% Q4 2025 Feb 17, 2026
Empire Financial Management Company, LLC History Reduced 18,375 2,240 0.49% 0.44% 246 -1,000 -5.16% Q4 2025 Feb 12, 2026
5th Street Advisors, LLC History Reduced 18,367 2,239 1.05% 0.93% 247 -320 -1.71% Q4 2025 Jan 30, 2026
Risk Paradigm Group, LLC History New 18,205 2,219 2.14% — 248 +18,205 New Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 17,818 2,172 0.0% 0.0% 249 +1,506 9.23% Q4 2025 Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 17,750 2,164 0.07% 0.06% 250 0 0.0% Q4 2025 Jan 12, 2026
SYON CAPITAL LLC History Reduced 17,096 2,084 0.1% 0.1% 251 -1,512 -8.13% Q4 2025 Feb 11, 2026
Cassady Wealth & Retirement Planning, LLC History New 16,860 2,055 1.34% — 252 +16,860 New Q4 2025 Apr 02, 2026
Breakwater Capital Group History Added to 16,771 2,044 0.29% 0.22% 254 +1,884 12.66% Q4 2025 Jan 09, 2026
GFS Advisors, LLC History Reduced 16,767 2,044 0.24% 0.22% 253 -405 -2.36% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 16,165 1,970 0.15% 0.02% 255 +13,655 544.02% Q4 2025 Jan 07, 2026
SOL Capital Management CO History Reduced 16,098 1,963 0.18% 0.15% 256 -467 -2.82% Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Added to 16,064 1,958 0.03% 0.02% 257 +5,351 49.95% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 15,956 1,945 0.01% 0.01% 258 +2,694 20.31% Q4 2025 Feb 12, 2026
Kassira Wealth Management LLC History Reduced 15,943 1,943 1.84% 2.24% 259 -7,260 -31.29% Q4 2025 Feb 03, 2026
Investment Research Partners LLC History Reduced 15,352 1,871 0.8% 0.79% 260 -429 -2.72% Q4 2025 Feb 12, 2026
Legacy Wealth Partners, LLC History New 15,300 1,865 0.48% — 261 +15,300 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Reduced 15,235 1,857 0.06% 0.05% 262 -1,375 -8.28% Q4 2025 Feb 11, 2026
Transcendent Capital Group LLC History Reduced 15,152 1,847 0.84% 0.89% 263 -4,797 -24.05% Q4 2025 Jan 26, 2026
Ulysses Management LLC History New 15,000 1,828 0.34% — 265 +15,000 New Q4 2025 Feb 17, 2026
Marex Group plc History Added to 15,000 1,828 0.01% 0.01% 266 +4,206 38.97% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 14,993 1,828 0.05% 0.03% 264 +3,995 36.32% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Added to 14,940 1,821 0.01% 0.01% 267 +613 4.28% Q4 2025 Jan 29, 2026
Pettinga Financial Advisors LLC History Reduced 14,516 1,769 0.34% 0.36% 268 -4,024 -21.7% Q4 2025 Feb 12, 2026
PFG Investments, LLC History Added to 14,404 1,756 0.08% 0.07% 270 +1,241 9.43% Q4 2025 Jan 26, 2026
Biltmore Family Office, LLC History Reduced 14,402 1,756 0.24% 0.22% 269 -1,068 -6.9% Q4 2025 Feb 04, 2026
STALEY CAPITAL ADVISERS INC History Reduced 14,365 1,751 0.07% 0.06% 271 -20 -0.14% Q4 2025 Feb 05, 2026
LJI Wealth Management, LLC History Reduced 14,320 1,746 0.27% 0.27% 272 -1,060 -6.89% Q4 2025 Feb 03, 2026
D L CARLSON INVESTMENT GROUP INC History New 14,302 1,743 0.29% — 273 +14,302 New Q4 2025 Feb 17, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 14,266 1,739 0.42% 0.35% 274 +300 2.15% Q4 2025 Jan 20, 2026
Wealthfront Advisers LLC History Added to 14,151 1,725 0.0% 0.0% 275 +1,969 16.16% Q4 2025 Jan 30, 2026
AMICA MUTUAL INSURANCE CO History No change 14,127 1,723 0.15% 0.13% 276 0 0.0% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Reduced 14,083 1,717 0.04% 0.03% 277 -348 -2.41% Q4 2025 Feb 02, 2026
Wealth Advisory Solutions, LLC History Added to 14,032 1,710 0.4% 0.25% 278 +3,525 33.55% Q4 2025 Jan 16, 2026
Bank Pictet & Cie (Europe) AG History New 13,780 1,680 0.03% — 279 +13,780 New Q4 2025 Jan 16, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 13,706 1,671 0.02% 0.02% 280 -2,609 -15.99% Q4 2025 Feb 09, 2026
NVWM, LLC History Reduced 13,619 1,660 0.36% 0.31% 281 -303 -2.18% Q4 2025 Jan 20, 2026
Balefire, LLC History New 13,459 1,641 0.32% — 282 +13,459 New Q4 2025 Jan 12, 2026
HARTLINE INVESTMENT CORP/ History New 13,437 1,638 0.18% — 283 +13,437 New Q4 2025 Feb 09, 2026
MeadowBrook Investment Advisors LLC History Reduced 13,364 1,629 1.39% 1.17% 284 -265 -1.94% Q4 2025 Jan 14, 2026
Cerity Partners LLC History Reduced 13,206 1,610 0.0% 0.0% 285 -2 -0.02% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 13,193 1,608 0.0% 0.0% 286 -2,337 -15.05% Q4 2025 Feb 18, 2026
Evolution Wealth Advisors, LLC History Reduced 13,189 1,608 0.16% 0.18% 287 -149 -1.12% Q4 2025 Jan 12, 2026
Quarry LP History Reduced 13,008 1,586 0.25% 0.65% 288 -16,430 -55.81% Q4 2025 Feb 13, 2026
Potomac Capital Management, Inc. History New 13,000 1,585 1.27% — 289 +13,000 New Q4 2025 Feb 11, 2026
Knott David M Jr History Added to 13,000 1,585 0.73% 0.2% 290 +8,000 160.0% Q4 2025 Feb 12, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 12,900 1,572 0.18% 0.15% 291 +1,100 9.32% Q4 2025 Feb 17, 2026
Parcion Private Wealth LLC History Reduced 12,854 1,567 0.1% 0.12% 292 -5,845 -31.26% Q4 2025 Jan 26, 2026
Addison Capital Co History New 12,793 1,559 0.39% — 293 +12,793 New Q4 2025 Feb 02, 2026
Brevan Howard Capital Management LP History New 12,736 1,550 0.02% — 294 +12,736 New Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 12,706 1,549 0.0% 0.0% 295 +2,023 18.94% Q4 2025 Feb 05, 2026
Belpointe Asset Management LLC History Added to 12,598 1,536 0.06% 0.03% 296 +5,605 80.15% Q4 2025 Jan 27, 2026
Y.D. More Investments Ltd History New 12,500 1,524 0.07% — 297 +12,500 New Q4 2025 Jan 21, 2026
Choate Investment Advisors History Reduced 12,471 1,520 0.03% 0.03% 298 -56 -0.45% Q4 2025 Feb 09, 2026
EFG International AG History New 12,380 1,509 0.03% — 299 +12,380 New Q4 2025 Feb 17, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 12,300 1,499 1.12% 0.9% 300 0 0.0% Q4 2025 Feb 03, 2026
SCS Capital Management LLC History Reduced 12,070 1,471 0.02% 0.02% 301 -9,562 -44.2% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 12,022 1,465 0.02% 0.01% 302 +5,598 87.14% Q4 2025 Jan 29, 2026
Prospera Financial Services Inc History Reduced 11,877 1,448 0.02% 0.03% 303 -4,087 -25.6% Q4 2025 Feb 09, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 11,809 1,439 0.05% 0.04% 304 -116 -0.97% Q4 2025 Jan 14, 2026
PINNACLE ASSOCIATES LTD History Added to 11,766 1,434 0.02% 0.01% 305 +760 6.91% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Reduced 11,725 1,429 0.0% 0.0% 306 -2,746 -18.98% Q4 2025 Feb 02, 2026
Brookstone Capital Management History Reduced 11,694 1,425 0.02% 0.02% 307 -3,466 -22.86% Q4 2025 Jan 15, 2026
PURSUE WEALTH PARTNERS LLC History Added to 11,679 1,424 0.69% 0.61% 308 +646 5.86% Q4 2025 Jan 26, 2026
Dynamic Advisor Solutions LLC History Reduced 11,593 1,413 0.05% 0.03% 309 -145 -1.24% Q4 2025 Jan 09, 2026
Legacy Bridge, LLC History Added to 11,299 1,377 0.56% 0.44% 310 +845 8.08% Q4 2025 Jan 23, 2026
ADVISORY RESEARCH INC History Added to 11,269 1,374 0.17% 0.14% 311 +586 5.49% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 10,977 1,338 0.0% 0.0% 312 +2,170 24.64% Q4 2025 Feb 17, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 10,911 1,330 0.86% 0.78% 313 0 0.0% Q4 2025 Jan 26, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History New 10,867 1,325 3.04% — 314 +10,867 New Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Added to 10,854 1,323 0.11% 0.05% 315 +5,055 87.17% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History New 10,814 1,318 0.04% — 316 +10,814 New Q4 2025 Feb 19, 2026
Prime Capital Investment Advisors, LLC History Added to 10,627 1,295 0.02% 0.01% 317 +13 0.12% Q4 2025 Jan 21, 2026
DAVENPORT & Co LLC History New 10,536 1,284 0.01% — 318 +10,536 New Q4 2025 Jan 12, 2026
SHELTON WEALTH MANAGEMENT, LLC History Added to 10,537 1,284 0.55% 0.46% 319 +325 3.18% Q4 2025 Jan 26, 2026
Per Stirling Capital Management, LLC. History New 10,372 1,264 0.14% — 320 +10,372 New Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 10,361 1,263 0.05% 0.03% 321 +6,257 152.46% Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 10,314 1,257 0.0% 0.0% 322 +2,926 39.6% Q4 2025 Feb 17, 2026
Intellectus Partners, LLC History Reduced 10,289 1,254 0.24% 0.2% 323 -25 -0.24% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 10,270 1,252 0.0% 0.0% 324 +5,430 112.19% Q4 2025 Jan 29, 2026
Maxi Investments CY Ltd History No change 10,200 1,244 0.23% 0.21% 325 0 0.0% Q4 2025 Feb 03, 2026
Pine Valley Investments Ltd Liability Co History Added to 10,166 1,239 0.06% 0.05% 327 +629 6.6% Q4 2025 Feb 13, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 10,167 1,239 0.46% 0.4% 326 +62 0.61% Q4 2025 Jan 08, 2026
J.W. COLE ADVISORS, INC. History Reduced 10,503 1,225 0.03% 0.05% 328 -13,077 -55.46% Q4 2025 Feb 11, 2026
DELTEC ASSET MANAGEMENT LLC History New 10,000 1,219 0.2% — 329 +10,000 New Q4 2025 Jan 29, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History New 10,000 1,219 1.04% — 330 +10,000 New Q4 2025 Feb 06, 2026
Dynamic Technology Lab Private Ltd History New 10,000 1,219 0.28% — 331 +10,000 New Q4 2025 Feb 13, 2026
Viewpoint Capital Management LLC History No change 10,000 1,219 0.53% 0.44% 332 0 0.0% Q4 2025 Feb 11, 2026
Summit Trail Advisors, LLC History No change 9,947 1,212 0.02% 0.01% 333 0 0.0% Q4 2025 Feb 17, 2026
Institute for Wealth Management, LLC. History Added to 9,784 1,192 0.13% 0.09% 334 +686 7.54% Q4 2025 Jan 27, 2026
Snowden Capital Advisors LLC History Added to 9,561 1,165 0.03% 0.01% 335 +4,417 85.87% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 9,379 1,143 0.01% 0.01% 337 +1,849 24.56% Q4 2025 Jan 23, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 9,374 1,143 0.04% 0.03% 336 -718 -7.11% Q4 2025 Feb 13, 2026
Greenwich Wealth Management LLC History Reduced 9,361 1,141 0.05% 0.05% 338 -55 -0.58% Q4 2025 Feb 10, 2026
DAVIS R M INC History Reduced 9,342 1,139 0.02% 0.02% 339 -673 -6.72% Q4 2025 Feb 12, 2026
Ascension Capital Advisors, Inc. History New 9,158 1,116 0.38% — 340 +9,158 New Q4 2025 Feb 10, 2026
INVESTED ADVISORS History Added to 8,888 1,083 1.12% 0.73% 341 +3,447 63.35% Q4 2025 Jan 26, 2026
OKABENA INVESTMENT SERVICES INC History No change 8,878 1,082 0.21% 0.17% 342 0 0.0% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Added to 8,791 1,071 0.12% 0.1% 343 +417 4.98% Q4 2025 Jan 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 8,735 1,065 0.06% 0.02% 344 +4,875 126.3% Q4 2025 Jan 26, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 8,677 1,057 0.05% 0.03% 345 +3,328 62.22% Q4 2025 Jan 28, 2026
Sharper & Granite LLC History Added to 8,666 1,056 0.37% 0.31% 346 +31 0.36% Q4 2025 Jan 27, 2026
Jessup Wealth Management, Inc History New 8,635 1,052 0.35% — 348 +8,635 New Q4 2025 Feb 11, 2026
Newman Dignan & Sheerar, Inc. History Added to 8,632 1,052 0.22% 0.19% 347 +51 0.59% Q4 2025 Jan 22, 2026
ROTHSCHILD INVESTMENT LLC History Added to 8,614 1,050 0.06% 0.05% 349 +2 0.02% Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Reduced 8,552 1,042 0.01% 0.01% 350 -481 -5.32% Q4 2025 Jan 29, 2026
First Heartland Consultants, Inc. History Reduced 8,550 1,042 0.08% 0.07% 351 -327 -3.68% Q4 2025 Jan 09, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 8,536 1,040 0.06% 0.06% 352 0 0.0% Q4 2025 Feb 10, 2026
Galaxy Group Investments LLC History New 8,500 1,036 0.12% — 355 +8,500 New Q4 2025 Mar 23, 2026
Bramshill Investments, LLC History Reduced 8,500 1,036 0.06% 0.09% 353 -4,000 -32.0% Q4 2025 Feb 17, 2026
Argent Trust Co History Added to 8,497 1,036 0.04% 0.02% 354 +1,795 26.78% Q4 2025 Feb 10, 2026
FMR LLC History Added to 8,472 1,035 0.0% 0.0% 356 +1,888 28.68% Q4 2025 Feb 17, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History New 8,465 1,032 0.87% — 357 +8,465 New Q4 2025 Jan 29, 2026
VALLEY NATIONAL ADVISERS INC History Added to 8,382 1,021 0.14% 0.11% 358 +1,034 14.07% Q4 2025 Jan 23, 2026
CDKV HOLDINGS LLC History New 8,368 1,020 0.85% — 359 +8,368 New Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 8,339 1,016 0.04% 0.03% 360 +484 6.16% Q4 2025 Jan 21, 2026
LuminArx Capital Management LP History New 37,600 1,005 0.93% — 361 +37,600 New Q4 2025 Feb 17, 2026
Connective Capital Management, LLC History New 8,013 977 0.57% — 362 +8,013 New Q4 2025 Feb 19, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 8,000 975 0.02% 0.01% 363 0 0.0% Q4 2025 Feb 10, 2026
Kovack Advisors, Inc. History Added to 7,777 948 0.04% 0.03% 364 +4,158 114.89% Q4 2025 Feb 17, 2026
Prudent Man Advisors, LLC History No change 7,783 948 0.35% 0.29% 365 0 0.0% Q4 2025 Feb 11, 2026
Cornerstone Wealth Management, LLC History Added to 7,727 942 0.05% 0.04% 366 +123 1.62% Q4 2025 Feb 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 7,722 941 0.01% 0.01% 367 +201 2.67% Q4 2025 Jan 30, 2026
AlphaCore Capital LLC History Added to 7,650 932 0.02% 0.0% 368 +7,210 1638.64% Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Added to 7,616 928 0.02% 0.01% 369 +1,420 22.92% Q4 2025 Feb 06, 2026
Algorithmic Investment Models, LLC History New 7,541 919 1.13% — 370 +7,541 New Q4 2025 Feb 10, 2026
Patriot Financial Group Insurance Agency, LLC History New 7,461 909 0.11% — 371 +7,461 New Q4 2025 Jan 26, 2026
TD Waterhouse Canada Inc. History Added to 7,342 895 0.01% 0.0% 372 +6,687 1020.92% Q4 2025 Jan 27, 2026
Cheviot Value Management, LLC History Added to 7,100 894 0.09% 0.08% 373 +75 1.07% Q4 2025 Feb 03, 2026
Capula Management Ltd History New 7,324 893 0.0% — 374 +7,324 New Q4 2025 Feb 13, 2026
GUERRA PAN ADVISORS, LLC History No change 7,314 891 0.53% 0.44% 375 0 0.0% Q4 2025 Jan 13, 2026
BTG Pactual Asset Management US LLC History Reduced 7,282 887 0.09% 0.06% 376 -8,508 -53.88% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Added to 7,266 885 0.02% 0.01% 377 +3,500 92.94% Q4 2025 Feb 13, 2026
McGuire Investment Group, LLC History Reduced 7,229 881 0.09% 0.09% 378 -525 -6.77% Q4 2025 Jan 26, 2026
Texas Yale Capital Corp. History No change 7,225 880 0.03% 0.02% 379 0 0.0% Q4 2025 Feb 10, 2026
Atria Investments, Inc History Added to 7,201 877 0.01% 0.01% 380 +2,511 53.54% Q4 2025 Feb 05, 2026
CERTUITY, LLC History Reduced 7,112 867 0.05% 0.07% 381 -3,262 -31.44% Q4 2025 Jan 30, 2026
Pathstone Holdings, LLC History New 7,074 862 0.0% — 382 +7,074 New Q4 2025 Feb 13, 2026
FSA WEALTH PARTNERS, INC. History New 6,984 851 0.31% — 383 +6,984 New Q4 2025 Jan 30, 2026
Cordoba Advisory Partners LLC History New 6,962 848 0.21% — 384 +6,962 New Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Reduced 6,951 847 0.01% 0.01% 385 -169 -2.37% Q4 2025 Feb 12, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 6,934 845 0.03% 0.03% 386 0 0.0% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 6,723 820 0.01% 0.01% 387 0 0.0% Q4 2025 Feb 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,686 815 0.02% 0.02% 388 0 0.0% Q4 2025 Jan 27, 2026
Canton Hathaway, LLC History No change 6,645 810 0.16% 0.13% 389 0 0.0% Q4 2025 Jan 21, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 6,645 810 0.47% 0.39% 390 0 0.0% Q4 2025 Jan 16, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 6,574 801 0.57% 0.52% 391 -90 -1.35% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 6,553 799 0.02% 0.01% 392 +4,522 222.65% Q4 2025 Feb 06, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 6,553 799 0.05% 0.04% 393 +41 0.63% Q4 2025 Jan 23, 2026
BigSur Wealth Management LLC History No change 6,500 792 0.19% 0.16% 394 0 0.0% Q4 2025 Jan 27, 2026
Arkadios Wealth Advisors History Added to 6,488 791 0.02% 0.02% 395 +226 3.61% Q4 2025 Feb 13, 2026
LGL PARTNERS, LLC History Added to 6,424 783 0.33% 0.27% 396 +21 0.33% Q4 2025 Feb 09, 2026
MEANS INVESTMENT CO., INC. History Added to 6,419 782 0.07% 0.05% 397 +258 4.19% Q4 2025 Jan 26, 2026
VISTA INVESTMENT MANAGEMENT History Added to 6,411 781 0.26% 0.22% 398 +10 0.16% Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 6,317 770 0.04% 0.05% 399 -5,756 -47.68% Q4 2025 Jan 21, 2026
Westside Investment Management, Inc. History Reduced 6,200 755 0.12% 0.1% 400 -150 -2.36% Q4 2025 Jan 23, 2026
HBK Sorce Advisory LLC History Added to 5,972 749 0.02% 0.01% 401 +510 9.34% Q4 2025 Feb 09, 2026
Vontobel Holding Ltd. History Added to 6,140 748 0.0% 0.0% 402 +3,910 175.34% Q4 2025 Feb 13, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 6,112 745 0.44% 0.39% 403 -495 -7.49% Q4 2025 Jan 21, 2026
EP Wealth Advisors, LLC History New 6,108 744 0.0% — 404 +6,108 New Q4 2025 Feb 18, 2026
FELL CAPITAL MANAGEMENT /ADV History New 6,100 743 0.72% — 405 +6,100 New Q4 2025 Mar 27, 2026
ASSOCIATED BANC-CORP History Added to 6,082 741 0.02% 0.01% 406 +1,613 36.09% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 6,055 738 0.02% — 407 +6,055 New Q4 2025 Feb 13, 2026
Myriad Asset Management US LP History New 6,045 737 1.23% — 408 +6,045 New Q4 2025 Jan 20, 2026
Pictet North America Advisors SA History New 6,020 734 0.07% — 409 +6,020 New Q4 2025 Jan 16, 2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ History New 6,000 731 1.07% — 410 +6,000 New Q4 2025 Feb 09, 2026
IvyRock Asset Management (HK) Ltd History New 6,000 731 0.39% — 411 +6,000 New Q4 2025 Feb 11, 2026
Shepherd Financial Partners LLC History Reduced 5,942 724 0.07% 0.06% 412 -654 -9.92% Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History New 5,932 723 0.03% — 413 +5,932 New Q4 2025 Feb 09, 2026
Alpha Wealth Funds, LLC History Reduced 5,893 718 0.44% 0.45% 414 -218 -3.57% Q4 2025 Feb 02, 2026
Kingsview Wealth Management, LLC History Added to 5,844 712 0.01% 0.01% 415 +31 0.53% Q4 2025 Feb 09, 2026
PATTEN & PATTEN INC/TN History No change 5,826 710 0.04% 0.03% 416 0 0.0% Q4 2025 Feb 03, 2026
Essex Financial Services, Inc. History Added to 5,771 703 0.04% 0.03% 417 +1,269 28.19% Q4 2025 Feb 10, 2026
CWC Advisors, LLC. History Reduced 5,691 693 0.33% 0.28% 418 -16 -0.28% Q4 2025 Jan 26, 2026
Empirical Asset Management, LLC History No change 5,657 689 0.19% 0.16% 419 0 0.0% Q4 2025 Feb 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 5,612 684 0.06% 0.05% 420 -81 -1.42% Q4 2025 Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 5,527 673 0.02% 0.01% 421 +2,742 98.46% Q4 2025 Feb 03, 2026
Pictet Asset Management Holding SA History New 5,485 668 0.0% — 422 +5,485 New Q4 2025 Jan 29, 2026
CALTON & ASSOCIATES, INC. History Added to 5,441 663 0.1% 0.08% 423 +201 3.84% Q4 2025 Feb 10, 2026
Byrne Asset Management LLC History New 5,399 658 0.36% — 424 +5,399 New Q4 2025 Jan 12, 2026
Greystone Financial Group, LLC History New 5,395 657 0.1% — 426 +5,395 New Q4 2025 Jan 27, 2026
Beech Hill Advisors, Inc. History Reduced 5,395 657 0.31% 0.27% 425 -360 -6.26% Q4 2025 Jan 14, 2026
Apollon Wealth Management, LLC History Added to 5,377 655 0.01% 0.0% 428 +2,880 115.34% Q4 2025 Jan 22, 2026
Blue Edge Capital, LLC History No change 5,377 655 0.09% 0.08% 427 0 0.0% Q4 2025 Feb 12, 2026
Intesa Sanpaolo S.p.A. History New 5,350 650 0.04% — 429 +5,350 New Q4 2025 Feb 17, 2026
Phoenix Financial Ltd. History Reduced 5,322 648 0.01% 0.02% 430 -10,200 -65.71% Q4 2025 Feb 05, 2026
MGO ONE SEVEN LLC History Added to 5,282 644 0.01% 0.01% 431 +823 18.46% Q4 2025 Feb 03, 2026
Fort Sheridan Advisors LLC History Added to 5,224 636 0.08% 0.06% 432 +300 6.09% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 5,111 623 0.0% — 434 +5,111 New Q4 2025 Feb 18, 2026
Alaethes Wealth, LLC History No change 5,110 623 0.18% 0.15% 433 0 0.0% Q4 2025 Feb 12, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 5,100 621 0.13% 0.11% 435 0 0.0% Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History New 5,072 618 0.04% — 436 +5,072 New Q4 2025 Feb 17, 2026
WESPAC Advisors SoCal, LLC History New 5,042 614 0.12% — 438 +5,042 New Q4 2025 Jan 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,039 614 0.0% 0.0% 437 0 0.0% Q4 2025 Feb 12, 2026
GLENMEDE TRUST CO NA History New 5,027 612 0.0% — 439 +5,027 New Q4 2025 Feb 17, 2026
HERBST GROUP, LLC History Added to 5,000 609 0.36% 0.29% 442 +275 5.82% Q4 2025 Jan 16, 2026
Rehmann Capital Advisory Group History Added to 4,997 609 0.03% 0.03% 441 +2 0.04% Q4 2025 Mar 04, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 5,000 609 0.0% 0.0% 440 0 0.0% Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Added to 4,972 606 0.02% 0.02% 443 +348 7.53% Q4 2025 Feb 12, 2026
Congress Park Capital LLC History New 4,890 596 0.18% — 445 +4,890 New Q4 2025 Jan 14, 2026
Stratos Wealth Partners, LTD. History Added to 4,890 596 0.01% 0.0% 444 +1,185 31.98% Q4 2025 Jan 20, 2026
HEADINVEST, LLC History Added to 4,866 593 0.12% 0.1% 446 +270 5.87% Q4 2025 Feb 02, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 4,860 592 0.0% 0.0% 447 0 0.0% Q4 2025 Feb 17, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 4,848 591 0.04% 0.02% 448 +1,697 53.86% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 4,761 579 0.0% 0.0% 449 +275 6.13% Q4 2025 Jan 27, 2026
Caprock Group, LLC History Reduced 4,741 578 0.01% 0.01% 450 -569 -10.72% Q4 2025 Jan 28, 2026
Millennium Capital Advisors, LLC History Added to 4,724 576 0.34% 0.19% 452 +1,503 46.66% Q4 2025 Feb 05, 2026
IEQ CAPITAL, LLC History Added to 4,725 576 0.0% 0.0% 451 +266 5.97% Q4 2025 Feb 13, 2026
Comprehensive Money Management Services LLC History Added to 4,706 573 0.4% 0.32% 454 +160 3.52% Q4 2025 Jan 22, 2026
Jacobi Capital Management LLC History Added to 4,706 573 0.03% 0.03% 453 +15 0.32% Q4 2025 Feb 13, 2026
Sargent Investment Group, LLC History New 4,670 569 0.07% — 456 +4,670 New Q4 2025 Feb 13, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 4,670 569 0.11% 0.09% 455 -365 -7.25% Q4 2025 Feb 09, 2026
FineMark National Bank & Trust History No change 4,650 566 0.02% 0.02% 457 0 0.0% Q4 2025 Feb 12, 2026
M&T BANK CORP History Reduced 4,601 561 0.0% 0.0% 458 -904 -16.42% Q4 2025 Jan 30, 2026
South Shore Capital Advisors History New 4,500 548 0.4% — 459 +4,500 New Q4 2025 Jan 21, 2026
Almanack Investment Partners, LLC. History New 4,458 543 0.09% — 460 +4,458 New Q4 2025 Jan 29, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 4,439 541 0.2% 0.17% 461 -59 -1.31% Q4 2025 Jan 13, 2026
CreativeOne Wealth, LLC History New 4,388 535 0.01% — 462 +4,388 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 4,383 534 0.0% 0.0% 463 -382 -8.02% Q4 2025 Jan 30, 2026
DUTCH ASSET Corp History New 4,323 527 0.41% — 465 +4,323 New Q4 2025 Mar 11, 2026
Beaumont Financial Advisors, LLC History Added to 4,327 527 0.03% 0.02% 464 +1,019 30.8% Q4 2025 Jan 16, 2026
Perkins Coie Trust Co History No change 4,277 521 0.1% 0.08% 466 0 0.0% Q4 2025 Jan 12, 2026
Powell Investment Advisors, LLC History No change 4,245 517 0.18% 0.15% 467 0 0.0% Q4 2025 Feb 09, 2026
Federation des caisses Desjardins du Quebec History Added to 4,203 512 0.0% 0.0% 468 +3,608 606.39% Q4 2025 Feb 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 4,176 509 0.01% 0.01% 469 0 0.0% Q4 2025 Jan 12, 2026
Mesirow Financial Investment Management, Inc. History Reduced 4,174 508 0.01% 0.01% 470 -993 -19.22% Q4 2025 Feb 05, 2026
Bridgewater Advisors Inc. History No change 3,958 507 0.03% 0.03% 471 0 0.0% Q4 2025 Jan 23, 2026
Ashton Thomas Private Wealth, LLC History No change 4,160 507 0.01% 0.01% 472 0 0.0% Q4 2025 Jan 29, 2026
Pekin Hardy Strauss, Inc. History Added to 4,155 506 0.05% 0.04% 473 +469 12.72% Q4 2025 Jan 30, 2026
FIRST MANHATTAN CO. LLC. History Reduced 4,100 499 0.0% 0.0% 474 -340 -7.66% Q4 2025 Feb 17, 2026
CX Institutional History Reduced 4,040 493 0.01% 0.04% 475 -8,160 -66.89% Q4 2025 Feb 02, 2026
Tidal Investments LLC History Reduced 4,026 490 0.0% 0.0% 476 -4,854 -54.66% Q4 2025 Feb 13, 2026
Apella Capital, LLC History New 4,020 490 0.01% — 477 +4,020 New Q4 2025 Jan 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 4,000 487 0.0% 0.0% 478 +665 19.94% Q4 2025 Feb 17, 2026
INGALLS & SNYDER LLC History Reduced 3,966 484 0.02% 0.01% 479 -30 -0.75% Q4 2025 Feb 13, 2026
Bank OZK History No change 3,972 484 0.17% 0.14% 480 0 0.0% Q4 2025 Feb 17, 2026
Blue Capital, Inc. History New 3,922 478 0.34% — 481 +3,922 New Q4 2025 Feb 23, 2026
Fortis Advisors, LLC History Reduced 3,906 476 0.26% 0.26% 482 -770 -16.47% Q4 2025 Feb 10, 2026
Montecito Bank & Trust History No change 3,900 475 0.08% 0.06% 483 0 0.0% Q4 2025 Jan 09, 2026
Wellington Shields & Co., LLC History No change 3,900 475 0.12% 0.1% 484 0 0.0% Q4 2025 Feb 09, 2026
Rathbones Group PLC History New 3,883 473 0.0% — 485 +3,883 New Q4 2025 Feb 06, 2026
Ascent Group, LLC History New 3,883 473 0.02% — 487 +3,883 New Q4 2025 Jan 20, 2026
Compass Ion Advisors, LLC History Added to 3,886 473 0.05% 0.04% 486 +97 2.56% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Added to 3,837 467 0.0% 0.0% 488 +444 13.09% Q4 2025 Feb 03, 2026
Continuum Advisory, LLC History Reduced 3,829 466 0.05% 0.04% 489 -145 -3.65% Q4 2025 Feb 11, 2026
XTX Topco Ltd History Reduced 3,794 462 0.01% 0.04% 490 -4,489 -54.2% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 3,774 460 0.0% 0.0% 491 -455 -10.76% Q4 2025 Feb 10, 2026
Ameraudi Asset Management, Inc. History No change 3,747 456 0.25% 0.23% 492 0 0.0% Q4 2025 Feb 11, 2026
LMCG INVESTMENTS, LLC History No change 3,720 453 0.03% 0.02% 493 0 0.0% Q4 2025 Feb 03, 2026
Sava Infond d.o.o. History New 3,700 451 0.06% — 494 +3,700 New Q4 2025 Jan 29, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 3,701 451 0.21% 0.16% 495 +462 14.26% Q4 2025 Feb 04, 2026
Advantage Trust Co History Reduced 3,645 444 0.2% 0.19% 496 -600 -14.13% Q4 2025 Jan 29, 2026
NCM Capital Management, LLC History Added to 3,620 441 0.16% 0.14% 497 +4 0.11% Q4 2025 Mar 02, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,600 438 0.0% 0.0% 498 0 0.0% Q4 2025 Feb 09, 2026
Banque Cantonale Vaudoise History New 3,585 437 0.02% — 499 +3,585 New Q4 2025 Feb 06, 2026
Pacific Center for Financial Services History No change 4,360 436 0.11% 0.11% 500 0 0.0% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 3,535 431 0.01% — 501 +3,535 New Q4 2025 Feb 19, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 3,528 430 0.01% 0.0% 502 -163 -4.42% Q4 2025 Jan 29, 2026
Gruss & Co., LLC History Reduced 3,500 426 0.94% 1.04% 503 -500 -12.5% Q4 2025 Feb 10, 2026
Mathes Company, Inc. History No change 3,470 423 0.15% 0.12% 504 0 0.0% Q4 2025 Feb 09, 2026
Miller Investment Management, LP History No change 3,435 418 0.04% 0.03% 505 0 0.0% Q4 2025 Feb 11, 2026
DeepCurrents Investment Group LLC History New 34 414 0.01% — 506 +34 New Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 3,371 410 0.02% 0.01% 507 +1,242 58.34% Q4 2025 Feb 17, 2026
Investment Partners Asset Management, Inc. History Added to 3,273 399 0.25% 0.21% 508 +16 0.49% Q4 2025 Jan 15, 2026
COMMERCE BANK History Added to 3,260 397 0.0% 0.0% 509 +90 2.84% Q4 2025 Feb 13, 2026
KTF INVESTMENTS, LLC History New 3,254 396 0.07% — 510 +3,254 New Q4 2025 Jan 30, 2026
Fiduciary Alliance LLC History Reduced 3,193 389 0.03% 0.02% 511 -440 -12.11% Q4 2025 Jan 22, 2026
Seelaus Asset Management LLC History Reduced 3,180 387 0.31% 0.26% 512 -50 -1.55% Q4 2025 Feb 04, 2026
Coastwise Capital Group, LLC History Reduced 3,160 385 0.19% 0.24% 513 -292 -8.46% Q4 2025 Feb 12, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 3,153 384 0.05% 0.06% 514 -1,260 -28.55% Q4 2025 Jan 14, 2026
Jaffetilchin Investment Partners, LLC History Added to 3,117 380 0.02% 0.02% 515 +447 16.74% Q4 2025 Jan 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,120 380 0.0% 0.0% 516 0 0.0% Q4 2025 Jan 22, 2026
DOLIVER ADVISORS, LP History Reduced 3,107 378 0.09% 0.08% 517 -50 -1.58% Q4 2025 Jan 06, 2026
Wellington Shields Capital Management, LLC History New 3,050 371 0.05% — 518 +3,050 New Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Added to 3,030 369 0.01% 0.01% 519 +650 27.31% Q4 2025 Jan 28, 2026
Amplius Wealth Advisors, LLC History Added to 3,016 367 0.03% 0.03% 520 +10 0.33% Q4 2025 Jan 12, 2026
Walleye Capital LLC History Reduced 3,000 365 0.0% 0.06% 522 -169,000 -98.26% Q4 2025 Feb 13, 2026
WARNER FINANCIAL, INC History New 2,995 365 0.13% — 523 +2,995 New Q4 2025 Jan 21, 2026
Wealthspire Advisors, LLC History Added to 2,996 365 0.0% 0.0% 521 +2,122 242.79% Q4 2025 Feb 13, 2026
WAYSTONE ADVISORS LLC History New 2,974 362 0.31% — 524 +2,974 New Q4 2025 Feb 09, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 2,956 360 0.02% 0.01% 525 +797 36.92% Q4 2025 Feb 04, 2026
Waverly Advisors, LLC History New 2,922 356 0.0% — 526 +2,922 New Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 2,890 352 0.0% 0.0% 527 -4,139 -58.88% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Reduced 2,853 347 0.0% 0.01% 528 -651 -18.58% Q4 2025 Feb 03, 2026
EAGLE WEALTH STRATEGIES LLC History No change 2,834 345 0.16% 0.14% 529 0 0.0% Q4 2025 Jan 06, 2026
Demars Financial Group, LLC History No change 2,813 342 0.11% 0.1% 530 0 0.0% Q4 2025 Jan 22, 2026
Dorsey & Whitney Trust CO LLC History No change 2,800 341 0.02% 0.01% 531 0 0.0% Q4 2025 Feb 11, 2026
Markin Volterra Fund LP History New 2,789 340 0.62% — 532 +2,789 New Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 2,786 339 0.03% 0.04% 533 -1,883 -40.33% Q4 2025 Jan 29, 2026
Storgate, LLC History New 2,766 337 0.28% — 535 +2,766 New Q4 2025 Feb 13, 2026
Fragasso Financial Advisors Inc History Added to 2,769 337 0.02% 0.02% 534 +8 0.29% Q4 2025 Jan 07, 2026
Ewing Morris & Co. Investment Partners Ltd. History New 2,730 336 0.15% — 538 +2,730 New Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Added to 2,756 336 0.03% 0.02% 536 +126 4.79% Q4 2025 Jan 26, 2026
Aries Wealth Management History No change 2,760 336 0.07% 0.07% 537 0 0.0% Q4 2025 Jan 30, 2026
SHUFRO ROSE & CO LLC History Reduced 2,750 335 0.02% 0.02% 539 -200 -6.78% Q4 2025 Feb 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 2,755 335 0.02% 0.02% 540 0 0.0% Q4 2025 Jan 13, 2026
Shulman DeMeo Asset Management LLC History No change 2,751 335 0.08% 0.06% 541 0 0.0% Q4 2025 Jan 14, 2026
Fulcrum Equity Management History New 2,741 334 0.32% — 543 +2,741 New Q4 2025 Jan 06, 2026
Moors & Cabot, Inc. History Added to 2,747 334 0.01% 0.01% 542 +30 1.1% Q4 2025 Feb 10, 2026
Poehling Capital Management, INC. History Reduced 2,714 330 0.07% 0.06% 544 -11 -0.4% Q4 2025 Feb 06, 2026
WEALTH ALLIANCE, LLC History Added to 2,710 330 0.03% 0.03% 545 +6 0.22% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History New 2,693 328 0.01% — 546 +2,693 New Q4 2025 Feb 04, 2026
Tranquilli Financial Advisor LLC History New 2,637 321 0.19% — 547 +2,637 New Q4 2025 Jan 27, 2026
Invst, LLC History Reduced 2,632 320 0.03% 0.03% 548 -160 -5.73% Q4 2025 Feb 11, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 2,629 319 0.19% 0.18% 549 -382 -12.69% Q4 2025 Jan 06, 2026
Elm3 Financial Group, LLC History New 2,590 315 0.26% — 551 +2,590 New Q4 2025 Jan 22, 2026
One Capital Management, LLC History New 2,587 315 0.01% — 550 +2,587 New Q4 2025 Feb 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 2,580 314 0.01% 0.0% 552 +213 9.0% Q4 2025 Feb 12, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 312 0.13% 0.11% 555 -2,561 -100.0% Q3 2025 Nov 14, 2025
Simplicity Wealth,LLC History Reduced 2,559 312 0.02% 0.02% 554 -994 -27.98% Q4 2025 Jan 30, 2026
RWA WEALTH PARTNERS, LLC History Reduced 2,563 312 0.0% 0.0% 553 -46 -1.76% Q4 2025 Feb 12, 2026
MOTCO History No change 2,555 311 0.03% 0.02% 556 0 0.0% Q4 2025 Feb 06, 2026
Blackstone Inc. History No change 2,548 310 0.0% 0.0% 557 0 0.0% Q4 2025 Feb 17, 2026
Evercore Wealth Management, LLC History Reduced 2,492 303 0.0% 0.01% 558 -3,200 -56.22% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 2,485 302 0.0% 0.0% 559 +446 21.87% Q4 2025 Feb 13, 2026
Total Clarity Wealth Management, Inc. History New 2,462 300 0.07% — 561 +2,462 New Q4 2025 Feb 02, 2026
Ironwood Investment Counsel, LLC History Reduced 2,467 300 0.04% 0.04% 560 -90 -3.52% Q4 2025 Feb 06, 2026
Ignite Planners, LLC History New 2,347 292 0.04% — 562 +2,347 New Q4 2025 Feb 06, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Reduced 2,316 288 0.37% 0.37% 563 -23 -0.98% Q4 2025 Feb 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 2,361 287 0.01% 0.01% 564 +7 0.3% Q4 2025 Feb 06, 2026
Sherman Asset Management, Inc. History Reduced 2,346 286 0.24% 0.27% 565 -735 -23.86% Q4 2025 Feb 05, 2026
VestGen Advisors, LLC History New 2,338 285 0.01% — 567 +2,338 New Q4 2025 Feb 17, 2026
Covenant Asset Management, LLC History No change 2,343 285 0.03% 0.03% 566 0 0.0% Q4 2025 Jan 30, 2026
STEPHENS INC /AR/ History Reduced 2,325 283 0.0% 0.0% 568 -75 -3.13% Q4 2025 Feb 05, 2026
COURIER CAPITAL LLC History New 2,320 282 0.02% — 569 +2,320 New Q4 2025 Jan 29, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History New 2,315 282 0.22% — 570 +2,315 New Q4 2025 Jan 16, 2026
SPINNAKER TRUST History No change 2,310 281 0.02% 0.01% 571 0 0.0% Q4 2025 Feb 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 2,297 280 0.0% — 572 +2,297 New Q4 2025 Feb 10, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 2,272 277 0.03% — 573 +2,272 New Q4 2025 Feb 09, 2026
Anchor Investment Management, LLC History Reduced 2,278 277 0.02% 0.02% 574 -162 -6.64% Q4 2025 Feb 26, 2026
Round Rock Advisors LLC History Reduced 2,279 277 0.04% 0.04% 575 -46 -1.98% Q4 2025 Jan 27, 2026
Ellis Investment Partners, LLC History New 2,243 273 0.05% — 576 +2,243 New Q4 2025 Feb 02, 2026
Tempus Wealth Planning, LLC History Reduced 2,237 272 0.06% 0.05% 577 -86 -3.7% Q4 2025 Jan 16, 2026
Visionary Wealth Advisors History Added to 2,220 270 0.01% 0.01% 578 +178 8.72% Q4 2025 Feb 13, 2026
Grantvest Financial Group LLC History Reduced 2,207 269 0.17% 0.16% 579 -50 -2.22% Q4 2025 Feb 02, 2026
West Tower Group, LLC History New 2,200 268 0.6% — 583 +2,200 New Q4 2025 Feb 04, 2026
Merit Financial Group, LLC History Added to 2,205 268 0.0% 0.0% 581 +150 7.3% Q4 2025 Jan 26, 2026
Dynamic Wealth Strategies, LLC History Added to 2,201 268 0.16% 0.14% 582 +80 3.77% Q4 2025 Feb 04, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 2,204 268 0.18% 0.17% 580 -72 -3.16% Q4 2025 Feb 05, 2026
Harpswell Capital Advisors, LLC History Reduced 2,194 267 0.21% 1.6% 585 -14,574 -86.92% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History No change 2,197 267 0.0% 0.0% 584 0 0.0% Q4 2025 Feb 02, 2026
Atom Investors LP History Reduced 2,183 266 0.02% 0.93% 586 -119,886 -98.21% Q4 2025 Feb 17, 2026
Banco Santander, S.A. History New 2,165 263 0.0% — 587 +2,165 New Q4 2025 Feb 13, 2026
Financial Partners Group, Inc History New 2,089 260 0.03% — 588 +2,089 New Q4 2025 Feb 03, 2026
Waterfront Wealth Inc. History Added to 2,041 260 0.05% 0.04% 589 +1 0.05% Q4 2025 Jan 27, 2026
Capital Investment Advisory Services, LLC History Added to 2,123 258 0.02% 0.02% 590 +81 3.97% Q4 2025 Jan 21, 2026
Mill Creek Capital Advisors, LLC History No change 2,121 258 0.01% 0.0% 591 0 0.0% Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 2,113 257 0.01% — 592 +2,113 New Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Added to 2,093 255 0.01% 0.01% 593 +63 3.1% Q4 2025 Feb 17, 2026
WBH ADVISORY INC History Reduced 2,080 253 0.02% 0.02% 594 -141 -6.35% Q4 2025 Jan 26, 2026
AlphaStar Capital Management, LLC History Reduced 2,071 252 0.02% 0.02% 595 -239 -10.35% Q4 2025 Feb 02, 2026
M3 Advisory Group, LLC History Added to 2,071 252 0.15% 0.13% 596 +26 1.27% Q4 2025 Jan 16, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 2,050 249 0.02% 0.01% 597 0 0.0% Q4 2025 Jan 07, 2026
HB Wealth Management, LLC History Reduced 2,033 247 0.0% 0.0% 599 -188 -8.46% Q4 2025 Jan 28, 2026
Beaton Management Co. Inc. History Reduced 2,022 247 0.11% 0.09% 598 -28 -1.37% Q4 2025 Feb 10, 2026
Presidio Capital Management, LLC History New 2,018 246 0.07% — 600 +2,018 New Q4 2025 Jan 15, 2026
U.S. Capital Wealth Advisors, LLC History New 2,017 245 0.01% — 601 +2,017 New Q4 2025 Jan 23, 2026
Sloy Dahl & Holst, LLC History Added to 2,007 244 0.03% 0.02% 603 +4 0.2% Q4 2025 Feb 04, 2026
TCTC Holdings, LLC History No change 2,003 244 0.01% 0.01% 602 0 0.0% Q4 2025 Feb 12, 2026
Financial Council, LLC History No change 2,008 244 0.1% 0.09% 604 0 0.0% Q4 2025 Feb 05, 2026
PING CAPITAL MANAGEMENT, INC. History Reduced 2,000 243 0.07% 0.1% 606 -1,000 -33.33% Q4 2025 Feb 02, 2026
Next Capital Management LLC History No change 2,000 243 0.08% 0.07% 605 0 0.0% Q4 2025 Feb 11, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 2,000 243 0.06% 0.05% 607 0 0.0% Q4 2025 Feb 06, 2026
NEW WAVE WEALTH ADVISORS LLC History New 1,992 242 0.09% — 609 +1,992 New Q4 2025 Jan 21, 2026
World Investment Advisors History New 1,985 242 0.0% — 608 +1,985 New Q4 2025 Mar 12, 2026
New England Private Wealth Advisors LLC History New 1,975 240 0.03% — 610 +1,975 New Q4 2025 Feb 13, 2026
Betterment LLC History New 1,967 240 0.0% — 611 +1,967 New Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Reduced 1,939 236 0.0% 0.0% 613 -355 -15.48% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 2,351 236 0.0% 0.0% 612 +26 1.12% Q4 2025 Feb 10, 2026
Global Financial Private Client, LLC History New 1,929 235 0.08% — 614 +1,929 New Q4 2025 Jan 27, 2026
Ausdal Financial Partners, Inc. History New 1,922 234 0.01% — 615 +1,922 New Q4 2025 Feb 13, 2026
Carter Financial Group, INC. History New 1,917 233 0.14% — 616 +1,917 New Q4 2025 Feb 13, 2026
Resurgent Financial Advisors LLC History Reduced 1,902 231 0.12% 0.29% 618 -3,905 -67.25% Q4 2025 Feb 12, 2026
Solstein Capital, LLC History New 1,901 231 0.09% — 617 +1,901 New Q4 2025 Feb 13, 2026
KCM INVESTMENT ADVISORS LLC History New 1,874 228 0.01% — 619 +1,874 New Q4 2025 Feb 13, 2026
Arlington Financial Advisors, LLC History New 1,849 225 0.03% — 620 +1,849 New Q4 2025 Jan 12, 2026
IAM Advisory, LLC History New 1,845 225 0.05% — 621 +1,845 New Q4 2025 Jan 07, 2026
StoneX Group Inc. History Reduced 1,838 224 0.01% 0.09% 622 -19,325 -91.32% Q4 2025 Feb 12, 2026
Cornerstone Planning, LLC History New 1,834 223 0.05% — 624 +1,834 New Q4 2025 Mar 17, 2026
Fiduciary Group, LLC History New 1,832 223 0.02% — 623 +1,832 New Q4 2025 Feb 12, 2026
KPP Advisory Services LLC History New 1,830 223 0.03% — 626 +1,830 New Q4 2025 Feb 02, 2026
BlackDiamond Wealth Management, LLC History Reduced 1,770 223 0.11% 0.12% 625 -363 -17.02% Q4 2025 Feb 10, 2026
Ballentine Partners, LLC History New 1,827 222 0.0% — 627 +1,827 New Q4 2025 Feb 03, 2026
High Net Worth Advisory Group LLC History New 1,820 221 0.05% — 629 +1,820 New Q4 2025 Jan 23, 2026
DGS Capital Management, LLC History New 1,815 221 0.04% — 628 +1,815 New Q4 2025 Feb 24, 2026
Navis Wealth Advisors, LLC History Reduced 1,800 219 0.09% 0.18% 630 -600 -25.0% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History New 1,796 218 0.01% — 632 +1,796 New Q4 2025 Jan 12, 2026
Financial Engines Advisors L.L.C. History New 1,791 218 0.0% — 631 +1,791 New Q4 2025 Feb 12, 2026
VANCE WEALTH, LLC History New 1,786 217 0.06% — 633 +1,786 New Q4 2025 Feb 17, 2026
Sound Stewardship, LLC History New 1,748 213 0.1% — 634 +1,748 New Q4 2025 Jan 30, 2026
Orion Porfolio Solutions, LLC History New 1,746 212 0.0% — 635 +1,746 New Q4 2025 Feb 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC History New 1,735 211 0.08% — 636 +1,735 New Q4 2025 Jan 21, 2026
Sender Co & Partners, Inc. History Reduced 1,724 210 0.1% 0.06% 638 -3,543 -67.27% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Reduced 1,728 210 0.0% 0.0% 637 -679 -28.21% Q4 2025 Feb 03, 2026
Ground Swell Capital, LLC History New 1,721 209 0.43% — 640 +1,721 New Q4 2025 Feb 04, 2026
Freestone Capital Holdings, LLC History New 1,716 209 0.01% — 639 +1,716 New Q4 2025 Jan 23, 2026
Sightline Wealth Advisors, LLC History New 1,715 209 0.09% — 641 +1,715 New Q4 2025 Jan 26, 2026
Glenview Trust Co History New 1,711 208 0.0% — 642 +1,711 New Q4 2025 Feb 09, 2026
Fifth Third Wealth Advisors LLC History New 1,704 207 0.01% — 644 +1,704 New Q4 2025 Jan 15, 2026
Diligent Investors, LLC History Reduced 1,700 207 0.05% 0.07% 643 -1,000 -37.04% Q4 2025 Jan 23, 2026
ARROW FINANCIAL CORP History New 1,696 206 0.02% — 645 +1,696 New Q4 2025 Feb 05, 2026
Nicholson Wealth Management Group, LLC History New 1,692 206 0.12% — 647 +1,692 New Q4 2025 Jan 26, 2026
Zuckerman Investment Group, LLC History New 1,691 206 0.02% — 646 +1,691 New Q4 2025 Feb 13, 2026
KRS Capital Management, LLC History New 1,683 205 0.12% — 648 +1,683 New Q4 2025 Jan 15, 2026
Diversified Trust Co History New 1,681 204 0.0% — 649 +1,681 New Q4 2025 Jan 09, 2026
Rinkey Investments History New 1,675 204 0.05% — 650 +1,675 New Q4 2025 Feb 04, 2026
Richwood Investment Advisors, LLC History New 1,629 204 0.15% — 651 +1,629 New Q4 2025 Feb 12, 2026
Garden State Investment Advisory Services LLC History New 1,660 202 0.04% — 654 +1,660 New Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History New 1,658 202 0.0% — 652 +1,658 New Q4 2025 Jan 14, 2026
CoreCap Advisors, LLC History Added to 1,663 202 0.01% 0.0% 653 +616 58.83% Q4 2025 Jan 13, 2026
IPG Investment Advisors LLC History New 1,656 201 0.04% — 655 +1,656 New Q4 2025 Feb 09, 2026
Paragon Private Wealth Management, LLC History New 1,644 200 0.06% — 656 +1,644 New Q4 2025 Feb 11, 2026
MGB Wealth Management, LLC History New 1,619 196 0.06% — 657 +1,619 New Q4 2025 Feb 17, 2026
PeakShares LLC History New 1,600 195 0.19% — 658 +1,600 New Q4 2025 Mar 10, 2026
Granite FO LLC History No change 1,550 188 0.1% 0.08% 659 0 0.0% Q4 2025 Feb 06, 2026
Sunrise Financial Services, LLC History New 1,439 175 0.13% — 660 +1,439 New Q4 2025 Feb 11, 2026
Manchester Capital Management LLC History New 1,402 170 0.02% — 661 +1,402 New Q4 2025 Feb 11, 2026
DV Trading LLC History New 1,401 170 0.0% — 662 +1,401 New Q4 2025 Feb 17, 2026
Fortitude Family Office, LLC History No change 1,400 170 0.04% 0.04% 663 0 0.0% Q4 2025 Jan 15, 2026
Register Financial Advisors LLC History Added to 1,380 168 0.07% 0.04% 664 +328 31.18% Q4 2025 Jan 21, 2026
Missouri Trust & Investment Co History Added to 1,375 167 0.05% 0.04% 665 +100 7.84% Q4 2025 Feb 13, 2026
Cornell Pochily Investment Advisors, Inc. History New 1,359 165 0.05% — 667 +1,359 New Q4 2025 Jan 20, 2026
MetLife Investment Management, LLC History Reduced 1,356 165 0.0% 0.0% 666 -175 -11.43% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Reduced 1,327 161 0.01% 0.01% 668 -136 -9.3% Q4 2025 Jan 20, 2026
TRUST CO OF VERMONT History Added to 1,276 155 0.01% 0.0% 669 +348 37.5% Q4 2025 Jan 16, 2026
Ramirez Asset Management, Inc. History No change 1,275 155 0.02% 0.02% 670 0 0.0% Q4 2025 Feb 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1,255 153 0.12% — 671 +1,255 New Q4 2025 Feb 11, 2026
Friedenthal Financial History New 1,231 150 0.08% — 672 +1,231 New Q4 2025 Jan 27, 2026
ST GERMAIN D J CO INC History No change 1,200 146 0.01% 0.0% 673 0 0.0% Q4 2025 Jan 29, 2026
Oakworth Capital, Inc. History Reduced 1,184 144 0.01% 0.01% 674 -6 -0.5% Q4 2025 Jan 30, 2026
Key FInancial Inc History Added to 1,168 142 0.03% 0.02% 675 +2 0.17% Q4 2025 Feb 09, 2026
CENTAURUS FINANCIAL, INC. History Added to 1,126 137 0.01% 0.01% 676 +2 0.18% Q4 2025 Feb 13, 2026
Activest Wealth Management History Added to 1,110 135 0.03% 0.0% 677 +1,080 3600.0% Q4 2025 Jan 30, 2026
PIER 88 INVESTMENT PARTNERS LLC History Added to 1,100 134 0.03% 0.01% 678 +500 83.33% Q4 2025 Feb 04, 2026
WOLFF WIESE MAGANA LLC History Reduced 1,091 133 0.07% 0.06% 679 -24 -2.15% Q4 2025 Jan 14, 2026
E Fund Management (Hong Kong) Co., Ltd. History New 1,036 131 0.04% — 680 +1,036 New Q4 2025 Feb 05, 2026
ORG Partners LLC History New 1,066 129 0.02% — 681 +1,066 New Q4 2025 Jan 14, 2026
Allworth Financial LP History New 1,036 126 0.0% — 682 +1,036 New Q4 2025 Feb 05, 2026
Main Management LLC History No change 1,030 126 0.01% 0.01% 683 0 0.0% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Reduced 1,025 125 0.0% 0.0% 684 -660 -39.17% Q4 2025 Jan 20, 2026
SOA Wealth Advisors, LLC. History No change 96,216 125 0.02% 0.02% 685 0 0.0% Q4 2025 Jan 20, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,017 124 0.0% 0.0% 686 +262 34.7% Q4 2025 Feb 09, 2026
Tower Research Capital LLC (TRC) History Reduced 1,004 122 0.0% 0.01% 687 -3,407 -77.24% Q4 2025 Feb 17, 2026
West Branch Capital LLC History New 1,000 121 0.03% — 688 +1,000 New Q4 2025 Jan 16, 2026
Jackson Hole Capital Partners, LLC History No change 940 114 0.02% 0.02% 689 0 0.0% Q4 2025 Jan 30, 2026
Versant Capital Management, Inc History No change 900 109 0.01% 0.01% 690 0 0.0% Q4 2025 Jan 08, 2026
Avion Wealth History New 850 103 0.02% — 691 +850 New Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 848 103 0.01% — 692 +848 New Q4 2025 Feb 03, 2026
EPG Wealth Management LLC History Added to 822 100 0.03% 0.02% 694 +2 0.24% Q4 2025 Jan 28, 2026
Hanson & Doremus Investment Management History No change 818 100 0.01% 0.01% 693 0 0.0% Q4 2025 Jan 20, 2026
FAS Wealth Partners, Inc. History Added to 805 98 0.01% 0.01% 695 +1 0.12% Q4 2025 Feb 18, 2026
Ancora Advisors LLC History Added to 780 95 0.0% 0.0% 696 +123 18.72% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History No change 774 94 0.01% 0.01% 697 0 0.0% Q4 2025 Feb 03, 2026
CURIO WEALTH, LLC History No change 748 94 0.03% 0.03% 698 0 0.0% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Added to 730 89 0.0% — 699 +729 72900.0% Q4 2025 Feb 09, 2026
Caldwell Trust Co History No change 660 80 0.01% 0.01% 700 0 0.0% Q4 2025 Jan 30, 2026
NKCFO LLC History New 635 77 0.02% — 701 +635 New Q4 2025 Feb 02, 2026
China Universal Asset Management Co., Ltd. History Reduced 608 74 0.01% 0.04% 702 -4,311 -87.64% Q4 2025 Jan 29, 2026
High Note Wealth, LLC History No change 595 72 0.01% 0.01% 703 0 0.0% Q4 2025 Feb 05, 2026
Realta Investment Advisors History No change 588 71 0.02% 0.02% 704 0 0.0% Q4 2025 Jan 20, 2026
N.E.W. Advisory Services LLC History No change 589 71 0.01% 0.01% 705 0 0.0% Q4 2025 Jan 28, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 536 65 0.02% 0.02% 707 +1 0.19% Q4 2025 Jan 09, 2026
Addison Advisors LLC History No change 535 65 0.01% 0.01% 706 0 0.0% Q4 2025 Feb 06, 2026
Family CFO Inc History New 526 64 0.03% — 709 +526 New Q4 2025 Jan 23, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 500 64 0.0% 0.0% 708 0 0.0% Q4 2025 Jan 28, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 492 59 0.01% — 710 +492 New Q4 2025 Feb 09, 2026
Boreal Capital Management LLC History Added to 482 58 0.04% 0.01% 711 +320 197.53% Q4 2025 Feb 17, 2026
ADIRONDACK TRUST CO History Reduced 475 57 0.02% 0.02% 712 -30 -5.94% Q4 2025 Jan 08, 2026
Premier Financial Group History Reduced 458 56 0.01% 0.01% 714 -42 -8.4% Q4 2025 Feb 09, 2026
BOKF, NA History No change 464 56 0.0% 0.0% 713 0 0.0% Q4 2025 Feb 03, 2026
Cranbrook Wealth Management, LLC History No change 446 54 0.01% 0.01% 715 0 0.0% Q4 2025 Jan 28, 2026
HOWE & RUSLING INC History Added to 436 53 0.0% 0.0% 716 +50 12.95% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History New 427 52 0.0% — 717 +427 New Q4 2025 Feb 09, 2026
Citizens National Bank Trust Department History New 414 50 0.01% — 718 +414 New Q4 2025 Jan 30, 2026
Barnes Dennig Private Wealth Management LLC History New 396 48 0.05% — 722 +396 New Q4 2025 Jan 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 396 48 0.0% 0.0% 719 +19 5.04% Q4 2025 Feb 12, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 400 48 0.0% 0.0% 720 0 0.0% Q4 2025 Jan 23, 2026
Moisand Fitzgerald Tamayo, LLC History No change 400 48 0.01% 0.0% 721 0 0.0% Q4 2025 Jan 14, 2026
Navalign, LLC History New 390 47 0.01% — 723 +390 New Q4 2025 Feb 05, 2026
MCF Advisors LLC History New 375 45 0.0% — 724 +375 New Q4 2025 Feb 11, 2026
Nalls Sherbakoff Group, LLC History No change 350 42 0.03% 0.02% 725 0 0.0% Q4 2025 Mar 12, 2026
Davis Capital Management History No change 352 42 0.03% 0.02% 726 0 0.0% Q4 2025 Jan 28, 2026
EASTERN BANK History Reduced 334 40 0.0% 0.0% 727 -2 -0.6% Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 319 38 0.0% — 728 +319 New Q4 2025 Feb 06, 2026
Kohmann Bosshard Financial Services, LLC History New 309 37 0.0% — 729 +309 New Q4 2025 Jan 30, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 304 37 0.01% 0.01% 730 +59 24.08% Q4 2025 Feb 09, 2026
DHJJ Financial Advisors, Ltd. History Added to 302 36 0.01% 0.01% 732 +1 0.33% Q4 2025 Jan 23, 2026
Provident Wealth Management, LLC History No change 300 36 0.01% 0.01% 731 0 0.0% Q4 2025 Jan 28, 2026
BALLAST ADVISORS LLC History New 295 35 0.01% — 733 +295 New Q4 2025 Feb 03, 2026
Greykasell Wealth Strategies, Inc. History New 285 34 0.01% — 735 +285 New Q4 2025 Feb 11, 2026
Financial Management Professionals, Inc. History No change 280 34 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 27, 2026
Acumen Wealth Advisors, LLC History New 275 33 0.01% — 736 +275 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History New 262 31 0.0% — 740 +262 New Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History New 260 31 0.01% — 741 +260 New Q4 2025 Feb 03, 2026
SHP Wealth Management History New 255 31 0.0% — 738 +255 New Q4 2025 Mar 04, 2026
Quaker Wealth Management, LLC History Added to 261 31 0.01% 0.01% 737 +11 4.4% Q4 2025 Jan 28, 2026
Scarborough Advisors, LLC History No change 257 31 0.01% 0.0% 739 0 0.0% Q4 2025 Feb 17, 2026
Intesa Sanpaolo Wealth Management History New 250 30 0.01% — 743 +250 New Q4 2025 Feb 12, 2026
Fairscale Capital, LLC History No change 247 30 0.02% 0.02% 742 0 0.0% Q4 2025 Feb 17, 2026
Trifecta Capital Advisors, LLC History No change 245 29 0.0% 0.0% 744 0 0.0% Q4 2025 Jan 30, 2026
Prestige Wealth Management Group LLC History No change 236 28 0.01% 0.0% 745 0 0.0% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 218 26 0.0% — 746 +218 New Q4 2025 Feb 13, 2026
HighMark Wealth Management LLC History Added to 221 26 0.01% 0.01% 748 +1 0.45% Q4 2025 Feb 05, 2026
Golden State Wealth Management, LLC History No change 219 26 0.0% 0.0% 747 0 0.0% Q4 2025 Feb 13, 2026
Pacifica Partners Inc. History No change 200 24 0.01% 0.01% 749 0 0.0% Q4 2025 Jan 09, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 200 24 0.01% 0.01% 750 0 0.0% Q4 2025 Jan 23, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 200 24 0.07% 0.06% 751 0 0.0% Q4 2025 Feb 17, 2026
Rialto Wealth Management, LLC History New 193 23 0.01% — 752 +193 New Q4 2025 Jan 12, 2026
Hilton Head Capital Partners, LLC History New 187 22 0.01% — 754 +187 New Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 182 22 0.0% 0.0% 753 +30 19.74% Q4 2025 Feb 11, 2026
BLUELINE ADVISORS LLC History New 178 21 0.02% — 758 +178 New Q4 2025 Feb 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 180 21 0.0% 0.0% 755 0 0.0% Q4 2025 Feb 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 175 21 0.0% 0.0% 756 0 0.0% Q4 2025 Jan 22, 2026
Steigerwald, Gordon & Koch Inc. History No change 180 21 0.0% 0.0% 757 0 0.0% Q4 2025 Jan 23, 2026
Godfrey Financial Associates, Inc. History New 170 20 0.02% — 760 +170 New Q4 2025 Feb 10, 2026
Murphy & Mullick Capital Management Corp History No change 165 20 0.01% 0.01% 759 0 0.0% Q4 2025 Feb 10, 2026
Advisors Preferred, LLC History New 161 19 0.0% — 761 +161 New Q4 2025 Feb 02, 2026
Lodestone Wealth Management LLC History New 160 19 0.01% — 762 +160 New Q4 2025 Jan 15, 2026
Sankala Group LLC History New 150 19 0.02% — 763 +150 New Q4 2025 Mar 02, 2026
SJS Investment Consulting Inc. History New 154 18 0.0% — 766 +154 New Q4 2025 Jan 21, 2026
BAYBAN History New 150 18 0.02% — 767 +150 New Q4 2025 Mar 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 150 18 0.01% 0.01% 764 0 0.0% Q4 2025 Feb 12, 2026
Crewe Advisors LLC History No change 150 18 0.0% 0.0% 765 0 0.0% Q4 2025 Jan 16, 2026
ALERUS FINANCIAL NA History No change 140 17 0.0% 0.0% 768 0 0.0% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 134 16 0.0% 0.0% 769 +4 3.08% Q4 2025 Feb 17, 2026
Smallwood Wealth Investment Management, LLC History No change 135 16 0.01% 0.01% 770 0 0.0% Q4 2025 Jan 23, 2026
Smithfield Trust Co History Added to 119 15 0.0% 0.0% 771 +5 4.39% Q4 2025 Feb 09, 2026
Evelyn Partners Asset Management Ltd History No change 131 15 0.0% 0.0% 772 0 0.0% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History New 115 14 0.0% — 774 +115 New Q4 2025 Jan 14, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 115 14 0.0% 0.0% 773 -85 -42.5% Q4 2025 Feb 13, 2026
United Community Bank History No change 115 14 0.01% 0.0% 775 0 0.0% Q4 2025 Jan 30, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 100 13 0.01% 0.01% 776 0 0.0% Q4 2025 Feb 13, 2026
Bank of New Hampshire History New 100 12 0.0% — 781 +100 New Q4 2025 Mar 16, 2026
North Star Investment Management Corp. History Reduced 100 12 0.0% 0.0% 778 -75 -42.86% Q4 2025 Jan 30, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 100 12 0.01% 0.0% 777 0 0.0% Q4 2025 Jan 30, 2026
Field & Main Bank History No change 100 12 0.0% 0.0% 779 0 0.0% Q4 2025 Jan 28, 2026
Rossmore Private Capital History No change 100 12 0.0% 0.0% 780 0 0.0% Q4 2025 Feb 05, 2026
Rossby Financial, LCC History No change 100 12 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 94 11 0.0% 0.0% 784 -100 -51.55% Q4 2025 Feb 03, 2026
Sound Income Strategies, LLC History Added to 89 11 0.0% — 786 +82 1171.43% Q4 2025 Jan 21, 2026
Wilmington Savings Fund Society, FSB History Added to 91 11 0.0% 0.0% 783 +61 203.33% Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History No change 95 11 0.0% 0.0% 785 0 0.0% Q4 2025 Feb 20, 2026
Bell Investment Advisors, Inc History No change 93 11 0.0% 0.0% 787 0 0.0% Q4 2025 Feb 24, 2026
Seneschal Advisors, LLC History New 90 10 0.01% — 788 +90 New Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 90 10 0.0% — 789 +90 New Q4 2025 Feb 09, 2026
Osbon Capital Management LLC History New 81 9 0.01% — 790 +81 New Q4 2025 Mar 16, 2026
JDM Financial Group LLC History New 80 9 0.0% — 791 +80 New Q4 2025 Feb 02, 2026
Coastline Trust Co History New 70 8 0.0% — 792 +70 New Q4 2025 Jan 05, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 72 8 0.0% 0.0% 793 0 0.0% Q4 2025 Feb 17, 2026
ORG Wealth Partners, LLC History No change 70 8 0.0% 0.0% 794 0 0.0% Q4 2025 Jan 14, 2026
Johnson Financial Group, Inc. History Reduced 61 7 0.0% 0.0% 795 -312 -83.65% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Reduced 62 7 0.0% 0.0% 797 -73 -54.07% Q4 2025 Jan 16, 2026
Wagner Wealth Management, LLC History New 65 7 0.0% — 796 +65 New Q4 2025 Jan 30, 2026
Caitlin John, LLC History No change 62 7 0.0% 0.0% 798 0 0.0% Q4 2025 Feb 18, 2026
Crews Bank & Trust History No change 60 7 0.0% 0.0% 799 0 0.0% Q4 2025 Jan 21, 2026
Redwood Park Advisors LLC History No change 60 7 0.0% 0.0% 800 0 0.0% Q4 2025 Feb 17, 2026