iShares, Inc. - EEM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 1,600 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
UBS Group AG History Reduced 55,352,181 3,028,317 0.49% 0.67% 1 -25,190,413 -31.28% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 48,333,272 2,644,313 0.3% 0.37% 2 -11,533,156 -19.26% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 31,098,222 1,701,383 0.1% 0.11% 3 -2,773,429 -8.19% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 30,408,706 1,663,660 0.12% 0.18% 4 -17,985,026 -37.16% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 29,003,456 1,586,779 0.19% 0.36% 5 -26,619,448 -47.86% Q4 2025 Mar 25, 2026
CITIGROUP INC History Reduced 28,592,207 1,564,279 0.69% 0.76% 6 -3,296,992 -10.34% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 25,339,030 1,386,298 0.21% 0.22% 7 -1,262,422 -4.75% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 24,019,602 1,314,112 0.2% 0.25% 8 -6,972,439 -22.5% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 23,198,797 1,269,206 0.53% 0.89% 9 -16,021,382 -40.85% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 23,179,499 1,268,150 0.23% 0.22% 10 +1,899,356 8.93% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 20,596,300 1,126,823 1.2% 1.26% 11 -2,799,809 -11.97% Q4 2025 Feb 13, 2026
LMR Partners LLP History No change 20,000,000 1,094,200 2.06% 4.71% 12 0 0.0% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 16,388,612 896,620 0.91% 1.08% 13 -1,760,300 -9.7% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 16,337,793 893,840 0.02% 0.02% 14 -3,800,825 -18.87% Q4 2025 Feb 12, 2026
Jain Global LLC History Reduced 11,940,600 653,270 3.16% 3.92% 15 -3,526,715 -22.8% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 11,438,509 625,800 0.15% 0.26% 16 -11,372,537 -49.86% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 11,164,200 610,793 1.13% 2589.99% 17 +717,400 6.87% Q4 2025 Feb 17, 2026
Retirement Systems of Alabama History No change 9,131,302 499,573 1.62% 1.62% 18 0 0.0% Q4 2025 Jan 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 1,859,602 479,340 0.22% 0.62% 19 -1,504,927 -44.73% Q4 2025 Feb 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 8,300,863 454,140 0.89% 0.97% 20 -1,471,881 -15.06% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 6,980,851 381,922 0.02% 0.03% 21 -935,477 -11.82% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History Reduced 6,591,631 360,595 0.18% 0.47% 22 -9,396,735 -58.77% Q4 2025 Mar 20, 2026
Parallax Volatility Advisers, L.P. History Reduced 6,158,800 336,947 0.66% 0.69% 23 -2,330,100 -27.45% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 5,908,929 323,278 0.05% — 24 +5,908,929 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 5,884,408 321,936 0.11% 0.1% 25 +1,171,369 24.85% Q4 2025 Feb 12, 2026
NOMURA HOLDINGS INC History Reduced 5,674,800 310,468 0.41% 0.96% 26 -5,987,400 -51.34% Q4 2025 Feb 17, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 4,969,040 271,856 1.75% 3.1% 27 -2,657,000 -34.84% Q4 2025 Feb 13, 2026
Capula Management Ltd History Added to 4,727,718 258,653 1.3% 0.79% 28 +1,751,784 58.87% Q4 2025 Feb 13, 2026
Board of Trustees of The Leland Stanford Junior University History Added to 4,458,700 243,935 49.16% 22.24% 29 +915,248 25.83% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,421,722 241,912 0.13% 0.15% 30 -75,476 -1.68% Q4 2025 Feb 06, 2026
Carrhae Capital LLP History New 3,940,000 215,557 8.15% — 31 +3,940,000 New Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Reduced 3,864,722 211,438 0.04% 0.04% 32 -40,131 -1.03% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 3,401,849 186,115 0.05% 0.05% 33 +196,473 6.13% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 3,248,448 177,717 0.21% 0.21% 34 -58,945 -1.78% Q4 2025 Jan 30, 2026
ADAPT Investment Managers SA History New 3,000,000 164,130 1.21% — 35 +3,000,000 New Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 2,528,628 138,341 0.31% 0.31% 36 0 0.0% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 2,120,400 116,007 0.15% 0.25% 37 -1,578,486 -42.67% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,008,831 109,903 0.03% 0.03% 38 +142,494 7.63% Q4 2025 Feb 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,999,808 109,409 0.03% 0.03% 39 -260,070 -11.51% Q4 2025 Feb 10, 2026
Hirtle Callaghan & Co LLC History Reduced 1,925,223 105,328 3.59% 3.62% 40 -3,357 -0.17% Q4 2025 Feb 04, 2026
Cassaday & Co Wealth Management LLC History Reduced 1,897,650 103,820 2.19% 2.37% 41 -30,269 -1.57% Q4 2025 Feb 03, 2026
Point72 Asset Management, L.P. History Added to 1,890,139 103,409 0.12% 0.05% 42 +1,355,139 253.3% Q4 2025 Feb 17, 2026
MIO Partners, Inc. History New 1,883,100 103,024 23.18% — 43 +1,883,100 New Q4 2025 Jan 28, 2026
Calamos Advisors LLC History No change 1,769,500 94,491 0.35% 0.32% 44 0 0.0% Q4 2025 Jan 29, 2026
MKP Capital Management, L.L.C. History New 1,663,000 90,982 3.24% — 45 +1,663,000 New Q4 2025 Feb 10, 2026
TOTAL INVESTMENT MANAGEMENT INC History Added to 1,566,681 85,713 11.0% 10.76% 46 +16,042 1.03% Q4 2025 Feb 03, 2026
GREENLEAF TRUST History Reduced 1,524,913 83,427 0.76% 0.76% 47 -46,494 -2.96% Q4 2025 Jan 21, 2026
Man Group plc History Reduced 1,501,582 82,151 0.14% 0.17% 48 -367,655 -19.67% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 1,483,466 81,160 0.1% 0.16% 49 -841,148 -36.18% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History New 1,452,745 79,479 0.51% — 50 +1,452,745 New Q4 2025 Jan 27, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 1,300,000 71,123 1.02% 0.06% 51 +1,220,000 1525.0% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 1,240,374 67,860 0.3% 0.21% 52 +540,374 77.2% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 1,236,592 67,653 0.07% 0.07% 53 +31,869 2.65% Q4 2025 Feb 06, 2026
USA FINANCIAL FORMULAS History Reduced 1,195,549 65,408 11.9% 11.92% 54 -71,139 -5.62% Q4 2025 Jan 14, 2026
Vontobel Holding Ltd. History Added to 1,183,699 64,760 0.2% 0.19% 55 +5,155 0.44% Q4 2025 Feb 13, 2026
FMR LLC History Added to 1,145,801 62,686 0.0% 0.0% 56 +26,763 2.39% Q4 2025 Feb 17, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 1,111,346 60,801 2.89% 2.98% 57 -39,510 -3.43% Q4 2025 Jan 23, 2026
CONNABLE OFFICE INC History Reduced 1,089,802 59,623 5.47% 5.62% 58 -43,934 -3.88% Q4 2025 Feb 03, 2026
BANK OF NOVA SCOTIA History Added to 1,086,383 59,435 0.09% 0.02% 59 +869,851 401.72% Q4 2025 Feb 13, 2026
Ionic Capital Management LLC History Reduced 1,000,000 54,710 6.96% 19.5% 61 -2,500,000 -71.43% Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 1,000,000 54,710 0.69% — 60 +1,000,000 New Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 999,900 54,704 0.15% 0.09% 62 +351,300 54.16% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 975,221 53,354 0.19% 0.18% 63 +26,036 2.74% Q4 2025 Jan 30, 2026
Cetera Investment Advisers History Added to 961,697 52,614 0.06% 0.06% 64 +19,961 2.12% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 943,200 51,602 0.05% 0.06% 65 -194,800 -17.12% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 914,307 50,021 0.09% 0.05% 66 +394,062 75.75% Q4 2025 Mar 16, 2026
NORTHERN TRUST CORP History Added to 908,975 49,730 0.01% 0.01% 67 +25,880 2.93% Q4 2025 Feb 17, 2026
Duquesne Family Office LLC History Reduced 902,500 49,376 1.1% 2.5% 68 -997,500 -52.5% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 876,977 47,991 0.07% 0.05% 69 +219,568 33.4% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 869,733 47,573 0.08% 0.09% 70 -71,998 -7.65% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 859,021 46,898 0.06% 0.07% 71 +35,715 4.34% Q4 2025 Mar 09, 2026
Focus Partners Wealth History Added to 851,673 46,572 0.05% 0.07% 72 +55,027 6.91% Q4 2025 Feb 13, 2026
Ilmarinen Mutual Pension Insurance Co History Added to 840,469 45,982 0.37% 0.07% 73 +653,796 350.24% Q4 2025 Feb 10, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 816,576 44,674 0.11% 0.09% 74 +10,022 1.24% Q4 2025 Jan 30, 2026
DEUTSCHE BANK AG\ History Added to 809,004 44,260 0.01% 0.01% 75 +328 0.04% Q4 2025 Feb 11, 2026
Wilmington Savings Fund Society, FSB History Added to 799,012 43,713 1.03% 0.99% 76 +29,380 3.82% Q4 2025 Feb 12, 2026
Greenfield FTC, Inc. History New 787,343 43,075 5.66% — 77 +787,343 New Q4 2025 Jan 14, 2026
M&T BANK CORP History Reduced 782,807 42,827 0.14% 0.14% 78 -10,204 -1.29% Q4 2025 Jan 30, 2026
Itau Unibanco Holding S.A. History Added to 770,835 42,172 1.01% 0.53% 79 +472,120 158.05% Q4 2025 Feb 13, 2026
Erste Asset Management GmbH History Added to 759,519 41,553 0.35% 0.39% 80 +8,700 1.16% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Added to 750,981 41,087 0.04% 0.03% 81 +67,037 9.8% Q4 2025 Feb 13, 2026
Checchi Capital Advisers, LLC History Added to 743,198 40,660 2.08% 1.08% 82 +353,956 90.93% Q4 2025 Jan 27, 2026
FIFTH THIRD BANCORP History Reduced 712,243 38,966 0.12% 0.13% 83 -38,043 -5.07% Q4 2025 Feb 02, 2026
Gemsstock Ltd. History Added to 678,757 38,649 4.87% 22.38% 84 +626,757 1205.3% Q4 2025 Feb 13, 2026
Creative Planning History Reduced 687,387 37,606 0.03% 0.03% 85 -18,748 -2.66% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Reduced 662,883 36,266 0.66% 0.88% 86 -170,419 -20.45% Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 662,000 36,218 0.01% 0.01% 87 0 0.0% Q4 2025 Jan 22, 2026
AMERIPRISE FINANCIAL INC History Reduced 634,215 34,732 0.01% 0.01% 88 -559,711 -46.88% Q4 2025 Feb 17, 2026
Provenance Wealth Advisors, LLC History Reduced 632,932 34,627 3.84% 4.7% 89 -47,408 -6.97% Q4 2025 Jan 26, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 618,966 33,863 0.05% 0.04% 90 +94,266 17.97% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 614,394 33,613 0.06% 0.05% 91 +48,938 8.65% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 597,847 32,708 0.02% 0.02% 92 +62,351 11.64% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 597,511 32,689 0.2% 0.21% 93 -47,624 -7.38% Q4 2025 Feb 09, 2026
Pictet North America Advisors SA History Reduced 588,156 32,178 3.05% 2.95% 94 -964 -0.16% Q4 2025 Jan 16, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 551,274 30,160 1.38% 0.19% 95 +456,750 483.21% Q4 2025 Feb 17, 2026
New Harbor Financial Group, LLC History Added to 549,473 30,061 5.51% 5.91% 96 +3,566 0.65% Q4 2025 Jan 30, 2026
AMARILLO NATIONAL BANK History Reduced 548,827 30,026 5.27% 5.35% 97 -20,989 -3.68% Q4 2025 Jan 28, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 530,922 29,046 0.07% 0.03% 98 +290,435 120.77% Q4 2025 Feb 11, 2026
Quent Capital, LLC History Reduced 525,398 28,744 2.07% 2.38% 99 -5,532 -1.04% Q4 2025 Jan 29, 2026
Walleye Trading LLC History Reduced 516,513 28,258 0.04% 0.08% 100 -477,294 -48.03% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 513,878 28,114 0.11% 0.11% 101 -36,301 -6.6% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 488,586 28,006 0.04% 0.04% 102 +15,751 3.33% Q4 2025 Jan 08, 2026
FRANKLIN RESOURCES INC History Added to 504,992 27,589 0.01% 0.01% 103 +1,878 0.37% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Added to 496,559 27,166 0.04% 0.03% 104 +14,399 2.99% Q4 2025 Feb 02, 2026
ALLSTATE CORP History Reduced 494,175 27,036 0.37% 0.63% 105 -21,670 -4.2% Q4 2025 Feb 09, 2026
Cambridge Investment Research Advisors, Inc. History Added to 484,873 26,527 0.07% 0.06% 106 +62,830 14.89% Q4 2025 Feb 05, 2026
GLENMEDE TRUST CO NA History New 478,868 26,198 0.12% — 107 +478,868 New Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 458,016 25,058 0.04% 0.04% 108 +21,530 4.93% Q4 2025 Feb 13, 2026
Value Aligned Research Advisors, LLC History Reduced 454,600 24,871 0.25% 0.49% 109 -292,200 -39.13% Q4 2025 Feb 17, 2026
PINKERTON WEALTH, LLC History Reduced 445,483 24,372 2.5% 2.72% 110 -27,909 -5.9% Q4 2025 Feb 06, 2026
Absolute Gestao de Investimentos Ltda. History Reduced 430,077 23,529 2.46% 11.66% 111 -1,250,000 -74.4% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 426,436 23,330 0.3% 0.27% 112 +52,157 13.94% Q4 2025 Feb 09, 2026
WIT, LLC History No change 412,144 22,548 0.45% 0.5% 113 0 0.0% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 411,470 22,511 0.04% 0.04% 114 -14,134 -3.32% Q4 2025 Feb 10, 2026
Optiver Holding B.V. History New 409,862 22,423 0.01% — 115 +409,862 New Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 405,428 22,180 0.04% 0.04% 116 +6,459 1.62% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 402,378 22,014 0.02% 0.03% 117 -156,285 -27.97% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Reduced 399,405 21,851 1.78% 2.06% 118 -45,536 -10.23% Q4 2025 Jan 23, 2026
First Western Trust Bank History Added to 399,185 21,839 1.07% 0.01% 119 +395,346 10298.15% Q4 2025 Feb 12, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 397,363 21,739 0.02% 0.02% 120 0 0.0% Q4 2025 Feb 17, 2026
ALLIANZ SE History Added to 397,182 21,729 0.28% 0.43% 121 +13,966 3.64% Q4 2025 Feb 13, 2026
Granite Bay Wealth Management, LLC History Added to 396,559 21,695 5.22% 5.44% 122 +5,139 1.31% Q4 2025 Feb 05, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 392,000 21,446 1.22% 1.21% 123 0 0.0% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 389,683 21,320 0.03% 0.04% 124 +177,919 84.02% Q4 2025 Jan 09, 2026
Cerity Partners LLC History Added to 380,164 20,798 0.03% 0.03% 125 +2,372 0.63% Q4 2025 Feb 11, 2026
Trek Financial, LLC History New 379,465 20,760 1.2% — 126 +379,465 New Q4 2025 Feb 04, 2026
SIG BROKERAGE, LP History Reduced 379,249 20,748 0.65% 0.86% 127 -178,151 -31.96% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 374,102 20,467 0.02% 0.02% 128 +47,863 14.67% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 373,404 20,428 0.05% 0.04% 129 +60,008 19.15% Q4 2025 Feb 13, 2026
Annandale Capital, LLC History Added to 410,809 20,218 2.4% 1.92% 130 +199,532 94.44% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 347,003 18,984 0.03% 0.03% 131 -8,079 -2.28% Q4 2025 Feb 18, 2026
Resona Asset Management Co.,Ltd. History Reduced 341,270 18,670 0.09% 0.21% 132 -495,979 -59.24% Q4 2025 Feb 06, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 340,661 18,637 3.55% 3.55% 133 -1,325 -0.39% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History Reduced 335,288 18,343 0.57% 0.59% 134 -4,335 -1.28% Q4 2025 Feb 12, 2026
PRUDENTIAL PLC History Added to 329,750 18,040 0.14% 0.12% 135 +14,700 4.67% Q4 2025 Feb 11, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 315,051 17,236 1.4% 0.03% 136 +307,526 4086.72% Q4 2025 Feb 17, 2026
Azimuth Capital Investment Management LLC History Added to 313,056 17,127 0.61% 0.48% 137 +60,318 23.87% Q4 2025 Feb 12, 2026
Mesirow Financial Investment Management, Inc. History Added to 312,860 17,116 0.35% 0.29% 138 +7,224 2.36% Q4 2025 Feb 05, 2026
BIP Wealth, LLC History Added to 307,832 16,841 0.59% 0.8% 139 +4,951 1.63% Q4 2025 Jan 21, 2026
SHERMAN PORFOLIOS, LLC History Added to 303,202 16,588 1.13% 3.45% 140 +122,471 67.76% Q4 2025 Feb 17, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 294,476 16,110 4.62% 4.49% 141 +20,540 7.5% Q4 2025 Feb 10, 2026
OLD MISSION CAPITAL LLC History Added to 13,741,100 15,933 0.36% 0.28% 142 +5,152,900 60.0% Q4 2025 Feb 17, 2026
Yeomans Consulting Group, Inc. History Reduced 285,278 15,607 4.57% 5.42% 143 -6,679 -2.29% Q4 2025 Jan 07, 2026
PRUDENTIAL FINANCIAL INC History Added to 283,266 15,545 0.02% 0.01% 144 +49,566 21.21% Q4 2025 Feb 13, 2026
Fluent Financial, LLC History Added to 282,466 15,453 5.89% 5.75% 145 +7,424 2.7% Q4 2025 Jan 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 279,210 15,275 0.2% 0.21% 146 -4,028 -1.42% Q4 2025 Jan 30, 2026
POM Investment Strategies, LLC History Added to 279,084 15,268 7.85% 7.75% 147 +12,092 4.53% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Added to 277,963 15,207 0.9% 0.87% 148 +6,712 2.47% Q4 2025 Jan 29, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 270,185 14,781 2.07% 2.01% 149 +7,818 2.98% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 267,742 14,648 0.16% 0.15% 150 +30,269 12.75% Q4 2025 Feb 06, 2026
SCS Capital Management LLC History Reduced 263,107 14,394 0.15% 0.16% 151 -14,096 -5.09% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Reduced 256,400 14,027 0.06% 0.12% 152 -301,376 -54.03% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 256,231 14,018 0.07% 0.03% 153 +136,322 113.69% Q4 2025 Feb 17, 2026
Jasper Ridge Partners, L.P. History No change 254,150 13,904 0.31% 0.31% 154 0 0.0% Q4 2025 Feb 12, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 253,617 13,875 0.02% 0.04% 155 -120,827 -32.27% Q4 2025 Feb 17, 2026
Verger Capital Management LLC History Added to 253,418 13,864 4.1% 4.17% 156 +13,011 5.41% Q4 2025 Feb 02, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 252,029 13,802 0.1% 0.65% 157 -1,336,039 -84.13% Q4 2025 Feb 17, 2026
Tandem Wealth Advisors LLC History Reduced 228,616 13,560 6.08% 6.08% 158 -10,709 -4.47% Q4 2025 Feb 12, 2026
BAILARD, INC. History Reduced 247,528 13,542 0.3% 0.29% 159 -197 -0.08% Q4 2025 Feb 04, 2026
Stratos Wealth Partners, LTD. History Added to 244,248 13,362 0.15% 0.13% 160 +33,695 16.0% Q4 2025 Jan 20, 2026
ALLIUM FINANCIAL ADVISORS, LLC History Added to 242,309 13,256 10.51% 4.91% 161 +131,243 118.17% Q4 2025 Feb 09, 2026
DUPONT CAPITAL MANAGEMENT CORP History No change 240,357 13,149 1.48% 1.33% 162 0 0.0% Q4 2025 Jan 26, 2026
STOCK YARDS BANK & TRUST CO History Added to 238,268 13,035 0.4% 0.37% 163 +14,514 6.49% Q4 2025 Jan 21, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 236,643 12,946 0.1% 0.1% 164 -1,834 -0.77% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Added to 232,573 12,724 0.05% 0.05% 165 +15,293 7.04% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 232,493 12,719 0.05% 0.06% 166 +4,611 2.02% Q4 2025 Feb 13, 2026
Napier Financial, LLC History New 231,646 12,673 3.17% — 167 +231,646 New Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Reduced 233,241 12,661 0.04% 0.04% 168 -10,454 -4.29% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 230,222 12,634 0.16% 0.17% 169 -20,660 -8.23% Q4 2025 Jan 23, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 230,897 12,632 0.04% 0.02% 170 +110,888 92.4% Q4 2025 Jan 26, 2026
HT Partners LLC History Reduced 230,131 12,590 3.74% 3.76% 171 -206 -0.09% Q4 2025 Jan 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 229,196 12,550 0.02% 0.12% 172 -927,295 -80.18% Q4 2025 Feb 05, 2026
SteelPeak Wealth, LLC History Added to 223,725 12,240 0.4% 0.37% 173 +13,316 6.33% Q4 2025 Jan 20, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 219,606 12,045 0.02% 0.01% 174 +120,683 122.0% Q4 2025 Feb 17, 2026
Finley Financial, LLC History Added to 219,262 11,995 5.49% 5.24% 175 +6,931 3.26% Q4 2025 Jan 21, 2026
Equitable Holdings, Inc. History Added to 218,978 11,980 0.08% 0.04% 176 +105,828 93.53% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 212,323 11,616 0.09% 0.04% 177 +144,366 212.44% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Reduced 209,711 11,473 0.34% 0.36% 178 -10,177 -4.63% Q4 2025 Jan 23, 2026
Pathstone Holdings, LLC History New 208,886 11,428 0.04% — 179 +208,886 New Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History Added to 207,209 11,336 0.84% 0.61% 180 +61,338 42.05% Q4 2025 Jan 20, 2026
LMCG INVESTMENTS, LLC History Added to 206,553 11,300 0.65% 0.63% 181 +4,895 2.43% Q4 2025 Feb 03, 2026
BANQUE PICTET & CIE SA History Reduced 206,479 11,296 0.07% 0.07% 182 -9,387 -4.35% Q4 2025 Jan 16, 2026
EFG International AG History New 205,338 11,234 0.22% — 183 +205,338 New Q4 2025 Feb 17, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 202,478 11,077 3.36% 3.17% 184 0 0.0% Q4 2025 Feb 12, 2026
Keel Point, LLC History Added to 202,152 11,059 0.67% 0.64% 185 +8,460 4.37% Q4 2025 Feb 12, 2026
BARINGS LLC History Reduced 197,788 10,820 0.2% 0.54% 186 -332,896 -62.73% Q4 2025 Feb 12, 2026
HWG Holdings LP History Added to 196,314 10,740 2.6% 0.75% 187 +141,089 255.48% Q4 2025 Jan 12, 2026
Badgley Phelps Wealth Managers, LLC History Added to 195,990 10,722 0.2% 0.0% 188 +192,150 5003.91% Q4 2025 Jan 28, 2026
NTV ASSET MANAGEMENT LLC History Added to 195,252 10,682 1.13% 0.75% 189 +66,839 52.05% Q4 2025 Jan 20, 2026
COMMERCE BANK History Reduced 194,234 10,626 0.06% 0.06% 190 -112 -0.06% Q4 2025 Feb 13, 2026
VISTA FINANCE, LLC History Reduced 192,106 10,510 6.95% 6.83% 191 -559 -0.29% Q4 2025 Jan 27, 2026
CIBC Asset Management Inc History Added to 191,114 10,455 0.03% 0.02% 192 +37,686 24.56% Q4 2025 Feb 10, 2026
Clarity Wealth Advisors, LLC History Added to 190,689 10,432 2.13% 2.06% 193 +15,941 9.12% Q4 2025 Jan 23, 2026
GLOBALT Investments LLC / GA History No change 190,315 10,412 0.38% 0.37% 194 0 0.0% Q4 2025 Feb 06, 2026
MACKENZIE FINANCIAL CORP History Reduced 189,494 10,378 0.01% 0.02% 195 -175,506 -48.08% Q4 2025 Feb 18, 2026
Field & Main Bank History Added to 188,905 10,334 2.98% 2.8% 196 +11,473 6.47% Q4 2025 Jan 28, 2026
Cullen Capital Management, LLC History Reduced 187,165 10,239 0.11% 0.13% 197 -42,353 -18.45% Q4 2025 Feb 13, 2026
TCTC Holdings, LLC History Reduced 186,890 10,224 0.31% 0.3% 198 -4,237 -2.22% Q4 2025 Feb 12, 2026
Ninety One North America, Inc. History Added to 186,696 10,214 0.41% 0.37% 199 +35,835 23.75% Q4 2025 Jan 27, 2026
LGL PARTNERS, LLC History Added to 186,606 10,209 4.36% 4.23% 200 +773 0.42% Q4 2025 Feb 09, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 186,365 10,196 0.08% 0.05% 201 +47,528 34.23% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 184,717 10,105 0.01% 0.01% 202 -35,779 -16.23% Q4 2025 Jan 23, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 183,176 10,021 0.01% 0.01% 203 -292,161 -61.46% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 180,383 9,868 0.06% 0.06% 204 +4,481 2.55% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 178,350 9,757 0.1% 0.12% 205 +24,679 16.06% Q4 2025 Jan 23, 2026
Aries Wealth Management History Added to 176,230 9,641 2.13% 1.85% 206 +29,770 20.33% Q4 2025 Jan 30, 2026
Atlas Legacy Advisors, LLC History Added to 175,380 9,595 1.68% 1.7% 207 +10,135 6.13% Q4 2025 Jan 29, 2026
Proficio Capital Partners LLC History Added to 170,443 9,324 0.65% 0.01% 208 +166,540 4266.97% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Added to 169,947 9,297 0.23% 0.2% 209 +25,077 17.31% Q4 2025 Jan 28, 2026
FIDUCIARY TRUST CO History Reduced 168,772 9,233 0.1% 0.1% 210 -2,052 -1.2% Q4 2025 Feb 13, 2026
Riggs Asset Managment Co. Inc. History Reduced 167,604 9,169 1.85% 2.14% 211 -17,273 -9.34% Q4 2025 Jan 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 166,397 9,103 0.16% 0.0% 212 +162,334 3995.42% Q4 2025 Feb 19, 2026
Del-Sette Capital Management, LLC History Added to 164,341 8,991 5.55% 4.27% 213 +35,680 27.73% Q4 2025 Feb 02, 2026
Bryn Mawr Trust Advisors, LLC History Added to 164,040 8,974 0.43% 0.4% 214 +13,063 8.65% Q4 2025 Feb 04, 2026
Portland Global Advisors LLC History Reduced 163,185 8,927 0.96% 1.04% 215 -10,454 -6.02% Q4 2025 Feb 10, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 159,660 8,734 0.67% 0.75% 216 -8,929 -5.3% Q4 2025 Feb 03, 2026
WASHINGTON GROWTH STRATEGIES LLC History Added to 159,243 8,712 5.63% 5.71% 217 +9,328 6.22% Q4 2025 Jan 26, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 158,574 8,675 1.43% — 218 +158,574 New Q4 2025 Feb 18, 2026
ALLIANCEBERNSTEIN L.P. History Added to 157,726 8,629 0.0% 0.0% 219 +3,184 2.06% Q4 2025 Feb 17, 2026
PKO Investment Management Joint-Stock Co History Added to 157,182 8,599 0.69% 0.67% 220 +9,458 6.4% Q4 2025 Feb 02, 2026
Redhawk Wealth Advisors, Inc. History Added to 156,285 8,550 0.96% 0.94% 221 +4,860 3.21% Q4 2025 Jan 14, 2026
Mill Creek Capital Advisors, LLC History Reduced 154,154 8,433 0.17% 0.18% 222 -10,047 -6.12% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 153,299 8,386 0.02% 0.02% 223 +40,944 36.44% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Added to 153,031 8,372 0.36% 0.29% 224 +28,603 22.99% Q4 2025 Feb 12, 2026
Parcion Private Wealth LLC History Reduced 151,371 8,281 0.5% 0.53% 225 -6,955 -4.39% Q4 2025 Jan 26, 2026
ELEVATUS WELATH MANAGEMENT History Added to 150,943 8,258 2.26% 2.05% 226 +18,222 13.73% Q4 2025 Jan 14, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 143,504 8,219 0.17% 0.17% 227 -50 -0.03% Q4 2025 Jan 26, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 150,000 8,206 0.01% 0.06% 228 -510,000 -77.27% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 148,675 8,134 0.14% 0.13% 229 +36,310 32.31% Q4 2025 Feb 06, 2026
Allie Family Office LLC History Reduced 148,646 8,132 3.8% 3.78% 230 -513 -0.34% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 148,557 8,128 0.06% — 231 +148,557 New Q4 2025 Feb 18, 2026
Perigon Wealth Management, LLC History Added to 148,373 8,117 0.15% 0.09% 232 +64,618 77.15% Q4 2025 Jan 16, 2026
OpenArc Corporate Advisory, LLC History New 147,997 8,096 0.13% — 233 +147,997 New Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Reduced 141,906 8,065 0.71% 0.7% 234 -2,166 -1.5% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 146,094 7,992 0.0% 0.0% 235 +29,827 25.65% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Reduced 145,926 7,983 0.04% 0.04% 236 -10,803 -6.89% Q4 2025 Feb 09, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 145,031 7,934 1.04% 1.04% 237 -3,467 -2.33% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 143,326 7,841 0.09% 0.07% 238 +71,369 99.18% Q4 2025 Jan 29, 2026
First Heartland Consultants, Inc. History Added to 143,265 7,838 0.59% 0.61% 239 +780 0.55% Q4 2025 Jan 09, 2026
HORIZON BANCORP INC /IN/ History Reduced 142,412 7,791 3.79% 3.76% 240 -5,253 -3.56% Q4 2025 Feb 11, 2026
Three Bridge Wealth Advisors, LLC History Added to 141,770 7,756 2.05% 1.91% 241 +3,201 2.31% Q4 2025 Feb 10, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 141,711 7,753 0.49% 0.49% 242 -112 -0.08% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 139,342 7,623 0.03% 0.02% 243 +37,658 37.03% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 138,281 7,565 0.04% — 244 +138,281 New Q4 2025 Feb 18, 2026
PEAK6 LLC History Reduced 137,900 7,544 0.01% 0.02% 245 -72,500 -34.46% Q4 2025 Mar 12, 2026
Pinnacle Financial Group, LLC / IL History Added to 137,744 7,535 2.19% 2.19% 246 +1,956 1.44% Q4 2025 Feb 05, 2026
Summit Financial Consulting LLC History Added to 137,204 7,506 5.45% 5.35% 247 +11,666 9.29% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History Added to 134,752 7,373 0.01% 0.01% 248 +21,547 19.03% Q4 2025 Feb 05, 2026
DT Investment Partners, LLC History Reduced 134,767 7,373 0.61% 0.64% 249 -5,866 -4.17% Q4 2025 Feb 10, 2026
Linscomb Wealth, Inc. History Reduced 132,314 7,238 0.3% 0.31% 250 -1,171 -0.88% Q4 2025 Feb 10, 2026
Rathbones Group PLC History Added to 131,101 7,172 0.03% 0.03% 251 +7,713 6.25% Q4 2025 Feb 06, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 129,601 7,110 0.21% 0.03% 252 +121,480 1495.87% Q4 2025 Feb 13, 2026
Trium Capital LLP History Reduced 129,841 7,103 5.51% 3.98% 253 -60,860 -31.91% Q4 2025 Jan 22, 2026
PFW Advisors LLC History Reduced 129,078 7,061 2.13% 2.18% 254 -8,960 -6.49% Q4 2025 Jan 12, 2026
Beacon Pointe Advisors, LLC History Added to 128,804 7,046 0.05% 0.03% 255 +67,946 111.65% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History Added to 128,770 7,045 0.13% 0.12% 256 +9,843 8.28% Q4 2025 Feb 11, 2026
Banco Santander, S.A. History New 127,964 7,000 0.05% — 257 +127,964 New Q4 2025 Feb 13, 2026
COREPATH WEALTH PARTNERS LLC History Added to 120,084 6,957 4.66% 4.61% 258 +3,596 3.09% Q4 2025 Jan 15, 2026
Ausdal Financial Partners, Inc. History Added to 126,211 6,904 0.32% 0.32% 259 +2,533 2.05% Q4 2025 Feb 13, 2026
STALEY CAPITAL ADVISERS INC History No change 125,550 6,868 0.28% 0.28% 260 0 0.0% Q4 2025 Feb 05, 2026
Regal Investment Advisors LLC History Added to 125,416 6,861 0.41% 0.43% 261 +2,967 2.42% Q4 2025 Feb 17, 2026
Willis Johnson & Associates, Inc. History Reduced 124,950 6,836 0.42% 0.42% 262 -880 -0.7% Q4 2025 Jan 22, 2026
Curi Capital, LLC History Reduced 123,977 6,782 0.12% 0.12% 263 -254 -0.2% Q4 2025 Feb 17, 2026
Analyst IMS Investment Management Services Ltd. History No change 123,829 6,775 0.2% 0.21% 264 0 0.0% Q4 2025 Jan 20, 2026
Callan Family Office, LLC History Added to 122,356 6,694 0.14% 0.18% 265 +14,446 13.39% Q4 2025 Feb 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 122,162 6,683 0.08% 0.06% 266 +25,225 26.02% Q4 2025 Feb 02, 2026
Ballentine Partners, LLC History Reduced 122,042 6,676 0.09% 0.09% 267 -644 -0.52% Q4 2025 Feb 03, 2026
Heritage Wealth Advisors History No change 121,558 6,650 0.25% 0.28% 268 0 0.0% Q4 2025 Feb 13, 2026
FIRST AMERICAN TRUST, FSB History Reduced 121,102 6,625 0.46% 0.5% 269 -7,161 -5.58% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Added to 120,971 6,618 0.04% 0.03% 270 +13,628 12.7% Q4 2025 Jan 29, 2026
Camarda Financial Advisors, LLC History Reduced 120,594 6,597 2.51% 2.84% 271 -23,889 -16.53% Q4 2025 Feb 17, 2026
Sand Hill Global Advisors, LLC History Reduced 120,533 6,594 0.23% 0.24% 272 -6,470 -5.09% Q4 2025 Feb 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 120,495 6,592 0.39% 0.1% 273 +89,184 284.83% Q4 2025 Jan 20, 2026
First Financial Bank - Trust Division History Reduced 120,363 6,585 0.54% 0.55% 274 -712 -0.59% Q4 2025 Jan 02, 2026
Trinity Wealth Management, LLC History New 120,074 6,569 2.42% — 275 +120,074 New Q4 2025 Jan 15, 2026
WHITTIER TRUST CO History Added to 114,318 6,548 0.07% 0.06% 276 +9,639 9.21% Q4 2025 Jan 26, 2026
RTD Financial Advisors, Inc. History Reduced 119,483 6,536 0.8% 0.79% 277 -3,530 -2.87% Q4 2025 Jan 27, 2026
BNP PARIBAS History Added to 118,816 6,500 0.19% 0.19% 278 +3,961 3.45% Q4 2025 Feb 10, 2026
Nuveen, LLC History Added to 118,590 6,488 0.0% 0.0% 279 +43,227 57.36% Q4 2025 Feb 12, 2026
Glenview Trust Co History Reduced 118,526 6,484 0.1% 0.11% 280 -8,066 -6.37% Q4 2025 Feb 09, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 118,482 6,482 1.63% 1.54% 281 -7,012 -5.59% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 118,280 6,471 0.03% 0.03% 282 +28,810 32.2% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Reduced 115,628 6,326 0.14% 0.14% 283 -1,549 -1.32% Q4 2025 Feb 04, 2026
Robertson Stephens Wealth Management, LLC History Added to 115,549 6,321 0.16% 0.09% 284 +62,347 117.19% Q4 2025 Feb 02, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 113,970 6,236 0.0% 0.0% 285 0 0.0% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 113,898 6,231 0.11% 0.11% 286 +5,606 5.18% Q4 2025 Feb 17, 2026
Lake Hills Wealth Management, LLC History New 113,550 6,212 3.24% — 287 +113,550 New Q4 2025 Jan 07, 2026
CI INVESTMENTS INC. History New 112,975 6,180 0.03% — 288 +112,975 New Q4 2025 Feb 12, 2026
BRIGHTON JONES LLC History Reduced 112,030 6,129 0.23% 0.15% 289 -5,178 -4.42% Q4 2025 Jan 27, 2026
Focus Partners Advisor Solutions, LLC History Reduced 111,785 6,115 0.07% 0.08% 290 -15,804 -12.39% Q4 2025 Feb 11, 2026
Urban Financial Advisory Corp History Added to 111,704 6,111 2.4% 2.66% 291 +4,722 4.41% Q4 2025 Feb 04, 2026
BOKF, NA History Added to 111,561 6,103 0.09% 0.09% 292 +796 0.72% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Added to 111,295 6,088 0.02% 0.02% 293 +13,652 13.98% Q4 2025 Feb 18, 2026
WASHINGTON TRUST BANK History Added to 109,530 5,992 0.42% 0.39% 294 +10,685 10.81% Q4 2025 Feb 04, 2026
Janney Montgomery Scott LLC History Reduced 109,143 5,971 0.01% 0.02% 295 -34,582 -24.06% Q4 2025 Feb 11, 2026
Beirne Wealth Consulting Services, LLC History Added to 108,993 5,963 1.73% 1.39% 296 +360 0.33% Q4 2025 Jan 29, 2026
Harvest Investment Advisors, LLC History New 108,969 5,961 3.38% — 297 +108,969 New Q4 2025 Feb 17, 2026
LSP Investment Advisors, LLC History No change 108,830 5,954 3.17% 3.49% 298 0 0.0% Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 325 5,940 0.11% 0.05% 299 -5,615 -94.53% Q4 2025 Feb 13, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 107,992 5,908 1.13% 1.72% 300 -67,046 -38.3% Q4 2025 Feb 09, 2026
SIMPLEX TRADING, LLC History Reduced 107,806 5,898 0.0% 0.0% 301 -58,529 -35.19% Q4 2025 Feb 11, 2026
Arbor Investment Advisors, LLC History Reduced 107,352 5,873 0.77% 0.77% 302 -6,943 -6.07% Q4 2025 Jan 23, 2026
Prospera Financial Services Inc History Added to 106,555 5,829 0.1% 0.07% 303 +34,437 47.75% Q4 2025 Feb 09, 2026
Grove Bank & Trust History Added to 106,318 5,816 0.65% 0.62% 304 +7,613 7.71% Q4 2025 Jan 08, 2026
LWM ADVISORS INC History Reduced 106,320 5,816 5.12% 5.16% 305 -1,196 -1.11% Q4 2025 Jan 09, 2026
Ryan Investment Management, Inc. History Reduced 105,306 5,761 3.19% 4.69% 306 -52,813 -33.4% Q4 2025 Jan 12, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 104,719 5,729 0.07% 0.08% 307 -11,861 -10.17% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Reduced 102,937 5,631 0.2% 0.24% 308 -21,028 -16.96% Q4 2025 Jan 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 102,218 5,592 0.11% 0.12% 309 +2,747 2.76% Q4 2025 Feb 09, 2026
Vestmark Advisory Solutions, Inc. History Added to 100,208 5,482 0.07% 0.07% 310 +36,225 56.62% Q4 2025 Feb 06, 2026
International City Management Association Retirement Corp History No change 99,782 5,459 2.77% 2.72% 311 0 0.0% Q4 2025 Jan 27, 2026
Confluence Wealth Services, Inc. History Reduced 99,653 5,452 0.23% 0.29% 312 -11,503 -10.35% Q4 2025 Jan 28, 2026
CITY HOLDING CO History Added to 98,982 5,414 0.67% 0.64% 313 +3,337 3.49% Q4 2025 Jan 22, 2026
Sterling Capital Management LLC History Reduced 98,866 5,408 0.09% 0.09% 314 -11,864 -10.71% Q4 2025 Feb 13, 2026
FIDUCIENT ADVISORS LLC History Added to 98,519 5,389 0.67% 0.61% 315 +1,132 1.16% Q4 2025 Feb 10, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 98,248 5,375 0.33% 0.34% 316 -1,014 -1.02% Q4 2025 Feb 12, 2026
Highview Capital Management LLC/DE/ History Added to 98,155 5,370 1.89% 1.87% 317 +3,079 3.24% Q4 2025 Jan 27, 2026
All Terrain Financial Advisors, LLC History Added to 98,049 5,364 1.24% 0.94% 318 +27,909 39.79% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Added to 97,985 5,360 0.03% 0.03% 319 +1,772 1.84% Q4 2025 Feb 10, 2026
WESTPORT ASSET MANAGEMENT INC History No change 100,000 5,340 2.23% 2.23% 320 0 0.0% Q4 2025 Feb 04, 2026
Rafferty Asset Management, LLC History Reduced 97,545 5,336 0.02% 0.03% 321 -53,693 -35.5% Q4 2025 Feb 13, 2026
Baron Financial Group, LLC History Reduced 97,321 5,324 2.85% 2.91% 322 -2,010 -2.02% Q4 2025 Jan 09, 2026
Oldfather Financial Services, LLC History Reduced 97,037 5,308 1.58% 1.64% 323 -1,708 -1.73% Q4 2025 Jan 16, 2026
HB Wealth Management, LLC History Added to 96,906 5,301 0.03% 0.03% 324 +1,641 1.72% Q4 2025 Jan 28, 2026
HRT FINANCIAL LP History New 96,479 5,278 0.02% — 325 +96,479 New Q4 2025 Feb 12, 2026
RWA WEALTH PARTNERS, LLC History Reduced 96,108 5,258 0.06% 0.06% 326 -7,217 -6.98% Q4 2025 Feb 12, 2026
Summit Trail Advisors, LLC History Reduced 95,404 5,219 0.09% 0.09% 327 -32,183 -25.22% Q4 2025 Feb 17, 2026
Widmann Financial Services, Inc. History Added to 94,349 5,161 3.16% 3.12% 328 +1,529 1.65% Q4 2025 Feb 18, 2026
Midwest Professional Planners, LTD. History Reduced 94,156 5,151 1.22% 1.25% 329 -1,618 -1.69% Q4 2025 Feb 06, 2026
STEPHENS INC /AR/ History Reduced 93,893 5,136 0.06% 0.06% 330 -1,153 -1.21% Q4 2025 Feb 05, 2026
Baker Avenue Asset Management, LP History Added to 93,227 5,100 0.12% 0.01% 331 +86,667 1321.14% Q4 2025 Feb 10, 2026
Venture Visionary Partners LLC History Added to 92,364 5,082 0.17% 0.17% 332 +9 0.01% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 91,589 5,010 0.12% 0.1% 333 +21,352 30.4% Q4 2025 Jan 29, 2026
AMG National Trust Bank History Reduced 90,937 4,975 0.12% 0.12% 334 -681 -0.74% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Added to 90,790 4,967 0.18% 0.14% 335 +21,131 30.33% Q4 2025 Jan 21, 2026
Glaxis Capital Management, LLC History Added to 90,000 4,923 8.43% 3.23% 336 +53,580 147.12% Q4 2025 Feb 12, 2026
SYON CAPITAL LLC History Added to 88,710 4,853 0.24% 0.25% 337 +259 0.29% Q4 2025 Feb 11, 2026
Landing Point Financial Group, LLC History Added to 88,654 4,850 2.42% 2.31% 338 +5,643 6.8% Q4 2025 Feb 11, 2026
Prism Advisors, Inc. History No change 88,104 4,820 1.28% 1.27% 339 0 0.0% Q4 2025 Jan 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 86,979 4,758 0.23% 0.24% 340 +22,996 35.94% Q4 2025 Feb 12, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 86,580 4,736 2.55% 2.55% 341 +3,357 4.03% Q4 2025 Jan 29, 2026
FIRST NATIONAL TRUST CO History Reduced 86,385 4,726 0.16% 0.17% 342 -4,981 -5.45% Q4 2025 Feb 09, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Reduced 85,462 4,675 1.1% 1.25% 343 -10,020 -10.49% Q4 2025 Feb 02, 2026
NBT BANK N A /NY History Reduced 85,446 4,674 0.3% 0.3% 344 -591 -0.69% Q4 2025 Jan 23, 2026
Modera Wealth Management, LLC History Reduced 85,129 4,657 0.05% 0.05% 345 -2,024 -2.32% Q4 2025 Jan 21, 2026
BROWN ADVISORY INC History Added to 84,729 4,635 0.01% 0.01% 346 +3,529 4.35% Q4 2025 Feb 13, 2026
1ST SOURCE BANK History Reduced 83,720 4,580 0.24% 0.24% 347 -2,599 -3.01% Q4 2025 Feb 05, 2026
HARDING LOEVNER LP History New 83,350 4,560 0.04% — 348 +83,350 New Q4 2025 Feb 17, 2026
EARNEST PARTNERS LLC History Added to 82,050 4,488 0.02% 0.02% 349 +4,466 5.76% Q4 2025 Feb 12, 2026
Atika Capital Management LLC History New 816 4,464 0.47% — 350 +816 New Q4 2025 Feb 13, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 81,568 4,462 0.43% 0.44% 351 +691 0.85% Q4 2025 Feb 06, 2026
AVALON CAPITAL MANAGEMENT History New 81,554 4,461 1.07% — 352 +81,554 New Q4 2025 Feb 11, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 81,461 4,456 0.17% 0.17% 353 +1,155 1.44% Q4 2025 Feb 13, 2026
Omnitrust Wealth Management, Inc History New 80,249 4,390 5.58% — 355 +80,249 New Q4 2025 Feb 11, 2026
GeoWealth Management, LLC History Added to 80,249 4,390 0.16% 0.15% 354 +3,058 3.96% Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 80,126 4,383 0.02% — 356 +80,126 New Q4 2025 Feb 12, 2026
Simmons Bank History Reduced 79,311 4,339 0.29% 0.29% 357 -1,853 -2.28% Q4 2025 Feb 05, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 79,320 4,339 1.6% 1.59% 358 +828 1.05% Q4 2025 Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 79,069 4,325 0.5% 0.54% 359 0 0.0% Q4 2025 Feb 17, 2026
Independence Wealth Advisors, LLC History New 78,274 4,282 2.41% — 360 +78,274 New Q4 2025 Jan 09, 2026
CENTAURUS FINANCIAL, INC. History Reduced 78,125 4,274 0.2% 0.21% 361 -5,582 -6.67% Q4 2025 Feb 13, 2026
Calamos Wealth Management LLC History Reduced 78,033 4,269 0.15% 0.2% 362 -24,860 -24.16% Q4 2025 Jan 29, 2026
Steward Partners Investment Advisory, LLC History Added to 76,819 4,202 0.02% 0.02% 363 +6,061 8.57% Q4 2025 Feb 12, 2026
Fiera Capital Corp History Reduced 76,325 4,175 0.01% 0.01% 364 -1,611 -2.07% Q4 2025 Feb 11, 2026
Composition Wealth, LLC History Reduced 76,113 4,164 0.06% 0.07% 365 -5,571 -6.82% Q4 2025 Feb 02, 2026
Capital Advantage, Inc. History Reduced 75,711 4,142 0.56% 0.62% 366 -1,036 -1.35% Q4 2025 Jan 07, 2026
Alexis Investment Partners, LLC History New 74,824 4,105 1.53% — 367 +74,824 New Q4 2025 Jan 29, 2026
Dynasty Wealth Management, LLC History New 74,291 4,064 0.04% — 368 +74,291 New Q4 2025 Feb 10, 2026
Asset Management Group, Inc. History Added to 74,165 4,057 0.66% 0.64% 369 +928 1.27% Q4 2025 Feb 17, 2026
Quantum Portfolio Management LLC History New 74,039 4,050 1.79% — 370 +74,039 New Q4 2025 Feb 12, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 73,432 4,017 0.01% 0.01% 371 -430 -0.58% Q4 2025 Feb 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 73,222 4,005 0.06% 0.04% 372 +20,877 39.88% Q4 2025 Feb 12, 2026
FSA WEALTH PARTNERS, INC. History Added to 73,076 3,997 1.44% 0.61% 373 +43,262 145.11% Q4 2025 Jan 30, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 72,639 3,974 1.15% 1.15% 374 0 0.0% Q4 2025 Feb 04, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 72,359 3,958 0.07% 0.04% 375 +25,813 55.46% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Reduced 71,315 3,901 0.06% 0.08% 376 -57,926 -44.82% Q4 2025 Feb 02, 2026
Stelac Advisory Services LLC History Reduced 71,059 3,887 1.37% 1.63% 377 -14,109 -16.57% Q4 2025 Feb 12, 2026
Legacy Wealth Partners, LLC History New 70,984 3,883 1.01% — 378 +70,984 New Q4 2025 Feb 17, 2026
NEPC LLC History Added to 69,338 3,793 0.08% 0.1% 379 +483 0.7% Q4 2025 Feb 17, 2026
Fourth Dimension Wealth, LLC History Added to 68,788 3,763 1.37% 1.39% 380 +597 0.88% Q4 2025 Feb 04, 2026
Audent Global Asset Management, LLC History Added to 67,966 3,718 2.35% 2.39% 381 +6,413 10.42% Q4 2025 Mar 10, 2026
J.W. COLE ADVISORS, INC. History Reduced 128,319 3,700 0.09% 0.16% 382 -23,465 -15.46% Q4 2025 Feb 11, 2026
Meridian Wealth Management, LLC History Added to 67,084 3,670 0.13% 0.14% 383 +82 0.12% Q4 2025 Feb 04, 2026
Avantax Planning Partners, Inc. History Reduced 66,818 3,655 0.1% 0.11% 384 -5,801 -7.99% Q4 2025 Feb 05, 2026
CONNING INC. History Reduced 66,780 3,653 0.12% 0.12% 385 -3,351 -4.78% Q4 2025 Feb 05, 2026
Chicago Partners Investment Group LLC History Added to 61,811 3,651 0.09% 0.09% 386 +2,340 3.93% Q4 2025 Jan 28, 2026
Laird Norton Wetherby Trust Company, LLC History New 66,692 3,648 0.08% — 387 +66,692 New Q4 2025 Feb 17, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 66,684 3,648 0.52% 0.55% 388 -1,200 -1.77% Q4 2025 Feb 13, 2026
M1 Capital Management LLC History Reduced 66,256 3,624 1.51% 1.6% 389 -2,964 -4.28% Q4 2025 Feb 13, 2026
Solstein Capital, LLC History Added to 66,123 3,617 1.45% 0.53% 390 +22,330 50.99% Q4 2025 Feb 13, 2026
LARCH CAPITAL PARTNERS LLC History New 65,815 3,600 0.49% — 391 +65,815 New Q4 2025 Feb 20, 2026
Coastline Trust Co History Added to 65,283 3,571 0.34% 0.06% 392 +55,201 547.52% Q4 2025 Jan 05, 2026
OneDigital Investment Advisors LLC History Reduced 65,057 3,559 0.03% 0.07% 393 -56,294 -46.39% Q4 2025 Feb 13, 2026
SCOTIA CAPITAL INC. History Reduced 64,960 3,553 0.01% 0.02% 394 -1,676 -2.52% Q4 2025 Feb 12, 2026
Volterra Technologies LP History Reduced 64,700 3,539 0.36% 4.21% 395 -853,532 -92.95% Q4 2025 Feb 13, 2026
Apex Wealth Management, LLC History Added to 60,808 3,518 3.57% 2.24% 396 +2,019 3.43% Q4 2025 Jan 26, 2026
Spire Wealth Management History Added to 63,743 3,487 0.12% 0.11% 397 +693 1.1% Q4 2025 Jan 14, 2026
Integrated Advisors Network LLC History Reduced 63,467 3,472 0.15% 0.15% 398 -1,711 -2.63% Q4 2025 Feb 17, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 63,437 3,470 0.52% 0.49% 399 +4,849 8.28% Q4 2025 Jan 21, 2026
Independence Bank of Kentucky History Reduced 62,985 3,445 0.43% 0.44% 400 -685 -1.08% Q4 2025 Jan 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 62,955 3,444 0.02% 0.02% 401 +4,228 7.2% Q4 2025 Feb 17, 2026
Gryphon Financial Partners LLC History Added to 62,018 3,393 0.36% 0.38% 402 +354 0.57% Q4 2025 Jan 08, 2026
Blue Fin Capital, Inc. History Reduced 61,931 3,388 0.53% 0.54% 403 -2,611 -4.05% Q4 2025 Jan 23, 2026
Foundation Wealth Management, LLC History Reduced 61,649 3,374 2.22% 2.16% 404 -1,777 -2.8% Q4 2025 Jan 27, 2026
AlTi Global, Inc. History Reduced 61,566 3,368 0.07% 0.08% 405 -3,719 -5.7% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 61,472 3,363 0.07% 0.04% 406 +23,023 59.88% Q4 2025 Jan 14, 2026
Balefire, LLC History Added to 60,947 3,334 0.65% 0.65% 407 +286 0.47% Q4 2025 Jan 12, 2026
Advisory Services Network, LLC History Added to 60,412 3,305 0.05% 0.04% 408 +7,141 13.41% Q4 2025 Feb 17, 2026
Smithfield Trust Co History Reduced 59,785 3,271 0.14% 0.14% 409 -126 -0.21% Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 59,227 3,240 0.05% 0.05% 410 -155 -0.26% Q4 2025 Jan 28, 2026
Financial & Tax Architects, LLC History New 59,220 3,239 0.73% — 411 +59,220 New Q4 2025 Jan 21, 2026
CLUNE & ASSOCIATES, LTD. History Added to 58,286 3,188 0.69% 0.76% 412 +1,596 2.82% Q4 2025 Feb 09, 2026
Abacus Planning Group, Inc. History Reduced 58,111 3,179 0.42% 0.43% 413 -45 -0.08% Q4 2025 Jan 16, 2026
D.A. DAVIDSON & CO. History Reduced 57,651 3,154 0.02% 0.02% 414 -1,067 -1.82% Q4 2025 Jan 29, 2026
RFG Advisory, LLC History Added to 57,605 3,151 0.06% 0.06% 415 +2,724 4.96% Q4 2025 Feb 03, 2026
NDWM LLC History Added to 57,581 3,150 2.08% 1.85% 416 +6,634 13.02% Q4 2025 Feb 05, 2026
CENTRAL BANK & TRUST CO History Reduced 57,461 3,143 0.49% 0.5% 417 -2,446 -4.08% Q4 2025 Jan 09, 2026
ROMAN BUTLER FULLERTON & CO History Added to 53,499 3,140 0.82% 0.64% 418 +10,639 24.82% Q4 2025 Jan 26, 2026
Ramiah Investment Group History Reduced 57,392 3,139 3.07% 3.5% 419 -8,882 -13.4% Q4 2025 Jan 28, 2026
Strategic Equity Management History Reduced 57,271 3,133 1.06% 1.18% 420 -2,509 -4.2% Q4 2025 Feb 09, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 56,930 3,114 0.82% 2.45% 421 -106,559 -65.18% Q4 2025 Feb 06, 2026
Richard W. Paul & Associates, LLC History Reduced 56,733 3,103 1.03% 1.13% 422 -5,489 -8.82% Q4 2025 Feb 12, 2026
New York University History New 55,741 3,049 99.97% — 423 +55,741 New Q4 2025 Feb 06, 2026
Rakuten Investment Management, Inc. History No change 57,023 3,033 0.01% 0.01% 424 0 0.0% Q4 2025 Feb 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 55,424 3,032 0.07% 0.07% 425 +474 0.86% Q4 2025 Feb 03, 2026
Integrated Investment Consultants, LLC History Added to 55,102 3,014 0.59% 0.49% 426 +1,431 2.67% Q4 2025 Mar 03, 2026
Inman Jager Wealth Management, LLC History Reduced 54,876 3,002 1.84% 1.9% 427 -795 -1.43% Q4 2025 Jan 26, 2026
HFG Advisors, Inc. History Added to 54,795 2,997 2.17% 2.09% 428 +1,627 3.06% Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 54,700 2,991 0.03% 0.04% 430 -13,708 -20.04% Q4 2025 Jan 28, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 54,675 2,991 0.0% 0.0% 429 0 0.0% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Added to 54,192 2,964 0.13% 0.01% 431 +48,536 858.13% Q4 2025 Feb 06, 2026
IEQ CAPITAL, LLC History Reduced 53,989 2,953 0.01% 0.01% 432 -2,096 -3.74% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Added to 53,704 2,938 0.11% 0.09% 433 +9,926 22.67% Q4 2025 Jan 27, 2026
Blue Trust, Inc. History Reduced 53,630 2,934 0.03% 0.03% 434 -1,225 -2.23% Q4 2025 Jan 16, 2026
Luminist Capital LLC History Added to 53,270 2,914 3.59% 2.4% 435 +1,563 3.02% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 52,719 2,884 0.03% 0.02% 436 +30,516 137.44% Q4 2025 Feb 03, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 52,282 2,860 0.06% 0.07% 437 0 0.0% Q4 2025 Jan 27, 2026
Orion Porfolio Solutions, LLC History Added to 52,128 2,851 0.02% 0.01% 438 +30,697 143.24% Q4 2025 Feb 12, 2026
Allen Investment Management, LLC History No change 52,101 2,850 0.03% 0.03% 439 0 0.0% Q4 2025 Feb 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 52,059 2,848 0.17% 0.18% 440 +1,677 3.33% Q4 2025 Feb 10, 2026
Sava Infond d.o.o. History Reduced 52,000 2,844 0.38% 0.41% 441 -2,250 -4.15% Q4 2025 Jan 29, 2026
Valmark Advisers, Inc. History Reduced 51,733 2,830 0.03% 0.04% 442 -462 -0.89% Q4 2025 Jan 26, 2026
Parisi Gray Wealth Management History Added to 51,717 2,829 0.64% 0.71% 443 +452 0.88% Q4 2025 Jan 07, 2026
Wealthspire Advisors, LLC History Reduced 51,541 2,819 0.02% 0.03% 444 -59,891 -53.75% Q4 2025 Feb 13, 2026
WATERS PARKERSON & CO., LLC History Reduced 51,525 2,818 0.14% 0.13% 445 -300 -0.58% Q4 2025 Feb 12, 2026
CSS LLC/IL History Reduced 50,510 2,763 0.12% 0.24% 446 -50,000 -49.75% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 50,465 2,760 0.05% 0.03% 447 +26,105 107.16% Q4 2025 Feb 13, 2026
NorthCrest Asset Manangement, LLC History Reduced 48,545 2,760 0.06% 0.07% 448 -2,448 -4.8% Q4 2025 Jan 08, 2026
Institute for Wealth Management, LLC. History Reduced 50,299 2,751 0.29% 0.28% 449 -868 -1.7% Q4 2025 Jan 27, 2026
AE Wealth Management LLC History Added to 50,229 2,748 0.02% 0.02% 450 +2,356 4.92% Q4 2025 Jan 26, 2026
CREDIT AGRICOLE S A History Added to 50,185 2,745 0.01% 0.01% 451 +4,762 10.48% Q4 2025 Feb 17, 2026
Lifestyle Asset Management, Inc. History Added to 49,961 2,733 0.89% 0.67% 452 +13,117 35.6% Q4 2025 Feb 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 47,449 2,719 0.03% 0.06% 453 -59,962 -55.82% Q4 2025 Jan 21, 2026
Pathway Financial Advisors LLC History No change 47,365 2,713 0.34% 0.34% 454 0 0.0% Q4 2025 Jan 14, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Reduced 49,550 2,710 2.0% 1.97% 455 -994 -1.97% Q4 2025 Feb 05, 2026
FLOW TRADERS U.S. LLC History New 49,481 2,707 0.09% — 456 +49,481 New Q4 2025 Feb 13, 2026
SVB WEALTH LLC History Reduced 49,488 2,707 0.16% 0.14% 457 -888 -1.76% Q4 2025 Feb 04, 2026
Midwest Trust Co History Reduced 49,433 2,704 0.03% 0.07% 459 -48,059 -49.3% Q4 2025 Feb 04, 2026
Guardian Partners Inc. History New 46,000 2,704 0.22% — 458 +46,000 New Q4 2025 Feb 17, 2026
State of Wyoming History New 49,110 2,686 0.29% — 460 +49,110 New Q4 2025 Feb 11, 2026
FULTON BANK, N.A. History Added to 48,996 2,680 0.09% 0.09% 461 +419 0.86% Q4 2025 Jan 08, 2026
BALANCED WEALTH GROUP LLC History Reduced 49,457 2,661 0.97% 1.06% 462 -661 -1.32% Q4 2025 Jan 13, 2026
World Investment Advisors History Added to 48,596 2,658 0.04% 0.05% 463 +582 1.21% Q4 2025 Mar 12, 2026
Penobscot Investment Management Company, Inc. History Added to 48,517 2,654 0.2% 0.16% 464 +9,015 22.82% Q4 2025 Jan 27, 2026
TORONTO DOMINION BANK History Added to 48,209 2,637 0.0% 0.0% 465 +8,300 20.8% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 47,793 2,615 0.01% 0.01% 466 +8,526 21.71% Q4 2025 Jan 26, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 47,490 2,598 0.02% 0.02% 467 +3,876 8.89% Q4 2025 Feb 13, 2026
Fogel Capital Management, Inc. History Added to 47,190 2,581 1.19% 1.07% 468 +3,745 8.62% Q4 2025 Feb 02, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 46,656 2,552 0.07% 0.06% 469 -735 -1.55% Q4 2025 Jan 07, 2026
Connective Portfolio Management, LLC History Reduced 46,125 2,523 4.55% 6.21% 470 -20,000 -30.25% Q4 2025 Jan 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 45,858 2,508 0.03% 0.03% 471 +1,339 3.01% Q4 2025 Jan 29, 2026
FIRST FOUNDATION ADVISORS History Reduced 45,756 2,503 0.09% 0.09% 472 -50 -0.11% Q4 2025 Feb 04, 2026
Pure Financial Advisors, LLC History Reduced 45,367 2,482 0.45% 0.04% 473 -1,793 -3.8% Q4 2025 Mar 04, 2026
Galvin, Gaustad & Stein, LLC History New 45,277 2,477 0.19% — 474 +45,277 New Q4 2025 Jan 23, 2026
Fifth Third Wealth Advisors LLC History Added to 45,182 2,471 0.09% 0.08% 475 +4,020 9.77% Q4 2025 Jan 15, 2026
Pine Valley Investments Ltd Liability Co History Added to 45,090 2,466 0.11% 0.11% 476 +2,085 4.85% Q4 2025 Feb 13, 2026
SNS Financial Group, LLC History Reduced 44,892 2,456 0.21% 0.21% 477 -837 -1.83% Q4 2025 Feb 02, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 44,850 2,453 1.5% 1.45% 478 +1,832 4.26% Q4 2025 Jan 15, 2026
Glen Eagle Advisors, LLC History Added to 44,746 2,448 0.33% 0.3% 479 +3,741 9.12% Q4 2025 Feb 13, 2026
BANK OF HAWAII History No change 44,723 2,446 0.12% 0.12% 480 0 0.0% Q4 2025 Mar 03, 2026
Fort Point Capital Partners LLC History Added to 41,671 2,420 0.27% 0.26% 481 +189 0.46% Q4 2025 Feb 13, 2026
Birch Hill Investment Advisors LLC History Added to 44,167 2,416 0.1% 0.09% 482 +6,300 16.64% Q4 2025 Jan 27, 2026
Ackerman Capital Advisors, LLC History New 44,091 2,412 0.48% — 483 +44,091 New Q4 2025 Feb 11, 2026
FF Advisors,LLC History Added to 44,058 2,410 1.07% 1.02% 484 +3,906 9.73% Q4 2025 Feb 13, 2026
Measured Wealth Private Client Group, LLC History Added to 44,003 2,407 0.64% 0.16% 485 +33,096 303.44% Q4 2025 Feb 10, 2026
Legacy Trust History Added to 43,926 2,403 0.45% 0.42% 486 +3,775 9.4% Q4 2025 Jan 22, 2026
Jacksonville Wealth Management, LLC History Added to 43,914 2,402 1.7% 1.68% 487 +938 2.18% Q4 2025 Feb 04, 2026
FIRST FINANCIAL BANKSHARES INC History No change 43,894 2,401 0.05% 0.05% 488 0 0.0% Q4 2025 Feb 12, 2026
POINCIANA ADVISORS GROUP, LLC History Added to 43,786 2,395 1.89% 1.97% 489 +2 0.0% Q4 2025 Feb 09, 2026
Boston Common Asset Management, LLC History New 43,511 2,380 0.12% — 490 +43,511 New Q4 2025 Jan 15, 2026
Sunbelt Securities, Inc. History Added to 42,750 2,338 0.16% 0.15% 491 +1,948 4.77% Q4 2025 Feb 20, 2026
AGF MANAGEMENT LTD History Reduced 42,535 2,327 0.01% 0.01% 492 -2,800 -6.18% Q4 2025 Feb 17, 2026
J. Safra Sarasin Holding AG History Added to 42,446 2,322 0.04% 0.01% 493 +27,639 186.66% Q4 2025 Jan 15, 2026
MONEYWISE, INC. History Reduced 42,238 2,310 0.96% 1.05% 494 -1,367 -3.13% Q4 2025 Feb 05, 2026
Index Technologies Group LLC History New 42,092 2,302 2.4% — 496 +42,092 New Q4 2025 Feb 12, 2026
Mandatum Life Insurance Co Ltd History No change 42,083 2,302 0.53% 0.54% 495 0 0.0% Q4 2025 Feb 11, 2026
WealthCare Asset Management, LLC History New 42,481 2,286 1.45% — 497 +42,481 New Q4 2025 Feb 17, 2026
CAMBIENT FAMILY OFFICE, LLC History New 41,690 2,280 0.33% — 498 +41,690 New Q4 2025 Feb 20, 2026
FIRST INTERSTATE BANK History Reduced 41,567 2,274 0.12% 0.13% 499 -1,855 -4.27% Q4 2025 Jan 29, 2026
Merit Financial Group, LLC History Added to 41,532 2,272 0.02% 0.02% 500 +7,658 22.61% Q4 2025 Jan 26, 2026
VANCE WEALTH, LLC History Reduced 41,454 2,267 0.67% 0.7% 501 -1,276 -2.99% Q4 2025 Feb 17, 2026
Atlas Brown,Inc. History Reduced 41,433 2,266 0.67% 0.65% 502 -5 -0.01% Q4 2025 Jan 09, 2026
F/m Investments LLC History Added to 40,878 2,236 0.08% 0.08% 503 +1,878 4.82% Q4 2025 Feb 03, 2026
Bison Wealth, LLC History New 39,965 2,223 0.25% — 504 +39,965 New Q4 2025 Mar 24, 2026
Cliffwater LLC History No change 40,400 2,210 0.46% 0.45% 505 0 0.0% Q4 2025 Feb 12, 2026
Innova Wealth Partners History Added to 40,331 2,206 1.11% 1.05% 506 +3,891 10.68% Q4 2025 Jan 07, 2026
Clarus Wealth Advisors History Reduced 38,316 2,203 0.91% 0.93% 507 -289 -0.75% Q4 2025 Jan 14, 2026
Weil Company, Inc. History Reduced 40,222 2,200 0.51% 0.55% 508 -2,217 -5.22% Q4 2025 Jan 14, 2026
Sincerus Advisory, LLC History Added to 40,193 2,198 1.77% 1.81% 509 +546 1.38% Q4 2025 Jan 08, 2026
Viewpoint Capital Management LLC History Added to 40,046 2,190 0.95% 0.94% 510 +80 0.2% Q4 2025 Feb 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 40,014 2,189 0.03% 0.03% 511 +4,042 11.24% Q4 2025 Jan 22, 2026
J2 Capital Management Inc History Added to 39,927 2,184 1.59% 1.6% 512 +207 0.52% Q4 2025 Jan 20, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 39,800 2,177 0.07% 0.07% 513 -1,300 -3.16% Q4 2025 Feb 11, 2026
ASPIRIANT, LLC History Added to 39,780 2,176 0.06% 0.06% 514 +204 0.52% Q4 2025 Jan 20, 2026
Lifeworks Advisors, LLC History Reduced 39,711 2,172 0.28% 0.29% 515 -1,582 -3.83% Q4 2025 Feb 13, 2026
DV Trading LLC History New 39,700 2,171 0.06% — 516 +39,700 New Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Reduced 39,169 2,142 0.05% 0.05% 517 -294 -0.75% Q4 2025 Feb 02, 2026
Financial Engines Advisors L.L.C. History Reduced 39,076 2,137 0.0% 0.0% 518 -3,036 -7.21% Q4 2025 Feb 12, 2026
BSW Wealth Partners History Reduced 38,930 2,129 0.26% 0.26% 519 -155 -0.4% Q4 2025 Jan 23, 2026
Aureus Asset Management, LLC History Added to 38,858 2,125 0.14% 0.13% 520 +2,233 6.1% Q4 2025 Feb 17, 2026
Private Wealth Asset Management, LLC History No change 38,779 2,121 0.23% 0.24% 521 0 0.0% Q4 2025 Feb 10, 2026
Capital Group Private Client Services, Inc. History Reduced 38,759 2,120 0.03% 0.03% 522 -119 -0.31% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Added to 38,387 2,100 0.04% 0.03% 523 +2,092 5.76% Q4 2025 Jan 22, 2026
NVWM, LLC History Added to 38,323 2,096 0.46% 0.3% 524 +13,544 54.66% Q4 2025 Jan 20, 2026
Ramirez Asset Management, Inc. History Added to 38,254 2,092 0.28% 0.11% 525 +22,836 148.11% Q4 2025 Feb 11, 2026
Bolthouse Investments, LLC History No change 38,113 2,085 1.85% 1.84% 526 0 0.0% Q4 2025 Jan 27, 2026
Allworth Financial LP History New 38,054 2,081 0.01% — 527 +38,054 New Q4 2025 Feb 05, 2026
Nordwand Advisors, LLC History Reduced 38,040 2,081 0.36% 0.32% 528 -44 -0.12% Q4 2025 Feb 03, 2026
Aspect Partners, LLC History Reduced 37,857 2,071 0.91% 1.11% 529 -8,082 -17.59% Q4 2025 Jan 23, 2026
Quantinno Capital Management LP History Added to 37,773 2,066 0.0% 0.01% 530 +999 2.72% Q4 2025 Feb 17, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 37,693 2,062 0.06% 0.06% 531 -240 -0.63% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Added to 37,675 2,061 0.16% 0.15% 532 +949 2.58% Q4 2025 Jan 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 37,588 2,056 0.03% 0.03% 533 -150 -0.4% Q4 2025 Jan 22, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 37,471 2,050 0.07% 0.06% 534 +2,798 8.07% Q4 2025 Feb 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 37,354 2,043 0.18% 0.18% 535 -741 -1.95% Q4 2025 Jan 30, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 37,236 2,037 0.08% 0.08% 536 0 0.0% Q4 2025 Feb 13, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 37,034 2,026 0.56% 0.8% 537 -32,273 -46.57% Q4 2025 Feb 12, 2026
Gruss & Co., LLC History New 37,000 2,024 4.45% — 538 +37,000 New Q4 2025 Feb 10, 2026
REGATTA CAPITAL GROUP, LLC History No change 36,952 2,021 0.31% 0.31% 539 0 0.0% Q4 2025 Jan 13, 2026
Headlands Technologies LLC History New 36,892 2,018 0.17% — 540 +36,892 New Q4 2025 Feb 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 36,711 2,008 0.06% 0.06% 541 -218 -0.59% Q4 2025 Feb 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 36,569 2,001 0.03% 0.03% 542 0 0.0% Q4 2025 Feb 10, 2026
Hansen & Associates Financial Group, Inc. History Reduced 32,924 1,995 1.09% 0.84% 543 -2,974 -8.28% Q4 2025 Feb 17, 2026
LEE DANNER & BASS INC History Added to 36,460 1,994 0.14% 0.14% 544 +800 2.24% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 36,417 1,992 0.0% 0.0% 545 +6,305 20.94% Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 36,203 1,980 0.05% — 546 +36,203 New Q4 2025 Feb 17, 2026
Crewe Advisors LLC History Added to 35,883 1,963 0.17% 0.18% 547 +20 0.06% Q4 2025 Jan 16, 2026
JFS WEALTH ADVISORS, LLC History Added to 35,850 1,961 0.11% 0.1% 548 +4,185 13.22% Q4 2025 Jan 14, 2026
FIRST MERCHANTS CORP History Reduced 35,829 1,960 0.07% 0.07% 549 -295 -0.82% Q4 2025 Jan 12, 2026
Blueprint Investment Partners LLC History Reduced 35,776 1,957 0.21% 0.28% 550 -1,131 -3.06% Q4 2025 Feb 17, 2026
Forza Wealth Management, LLC History No change 35,775 1,957 0.71% 0.73% 551 0 0.0% Q4 2025 Feb 02, 2026
IFG Advisory, LLC History Added to 35,720 1,954 0.09% 0.09% 552 +75 0.21% Q4 2025 Feb 10, 2026
Providence First Trust Co History New 35,700 1,953 0.68% — 553 +35,700 New Q4 2025 Feb 03, 2026
Blueprint Financial Advisors LLC History Reduced 35,649 1,950 0.3% 0.42% 554 -1,135 -3.09% Q4 2025 Feb 13, 2026
JSF Financial, LLC History Reduced 35,501 1,942 0.4% 0.45% 555 -2,785 -7.27% Q4 2025 Feb 04, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 35,307 1,931 0.05% 0.06% 556 -5,193 -12.82% Q4 2025 Jan 23, 2026
Risk Paradigm Group, LLC History New 35,129 1,921 1.85% — 557 +35,129 New Q4 2025 Feb 17, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 35,005 1,915 0.01% 0.02% 558 -16,000 -31.37% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 33,951 1,909 0.0% 0.0% 559 +5,804 20.62% Q4 2025 Feb 03, 2026
Next Capital Management LLC History Added to 34,874 1,907 0.61% 0.61% 560 +367 1.06% Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Reduced 34,816 1,904 0.02% 0.02% 561 -49 -0.14% Q4 2025 Jan 13, 2026
Canton Hathaway, LLC History No change 34,485 1,886 0.36% 0.35% 562 0 0.0% Q4 2025 Jan 21, 2026
Private Advisory Group LLC History New 34,329 1,878 0.15% — 563 +34,329 New Q4 2025 Jan 15, 2026
Integrated Wealth Concepts LLC History Reduced 34,062 1,863 0.02% 0.02% 564 -5,358 -13.59% Q4 2025 Feb 13, 2026
HARBOR ADVISORY CORP /MA/ History No change 34,039 1,862 0.56% 0.54% 565 0 0.0% Q4 2025 Feb 06, 2026
Rehmann Capital Advisory Group History Reduced 33,998 1,860 0.1% 0.11% 566 -5,182 -13.23% Q4 2025 Mar 04, 2026
SACHEM HILL LLC History No change 33,980 1,859 0.36% 0.36% 567 0 0.0% Q4 2025 Feb 12, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 33,935 1,856 0.46% 0.45% 568 +654 1.97% Q4 2025 Feb 09, 2026
River Wealth Advisors LLC History Reduced 33,393 1,826 0.2% 0.21% 569 -817 -2.39% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Added to 33,239 1,818 0.03% 0.03% 570 +2,825 9.29% Q4 2025 Feb 06, 2026
RPg Family Wealth Advisory, LLC History Reduced 33,221 1,817 0.4% 0.4% 571 -1,153 -3.35% Q4 2025 Feb 13, 2026
Harvest Investment Services, LLC History Reduced 33,148 1,813 0.34% 0.38% 572 -2,074 -5.89% Q4 2025 Feb 17, 2026
Prosperity Planning, Inc. History Added to 32,760 1,792 0.47% 0.42% 574 +3,397 11.57% Q4 2025 Jan 14, 2026
Magnus Financial Group LLC History Added to 32,766 1,792 0.14% 0.14% 573 +652 2.03% Q4 2025 Jan 07, 2026
Colorado Capital Management, Inc. History Reduced 32,636 1,786 0.67% 0.69% 575 -548 -1.65% Q4 2025 Jan 23, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 32,422 1,773 0.37% 0.4% 576 +429 1.34% Q4 2025 Feb 10, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 31,892 1,745 0.96% 0.94% 577 -462 -1.43% Q4 2025 Jan 02, 2026
Pinnacle Family Advisors, LLC History New 31,720 1,735 0.76% — 578 +31,720 New Q4 2025 Feb 17, 2026
MGB Wealth Management, LLC History Added to 31,645 1,731 0.5% 0.22% 579 +17,135 118.09% Q4 2025 Feb 17, 2026
Winter & Associates, Inc. History New 31,389 1,717 1.59% — 580 +31,389 New Q4 2025 Feb 13, 2026
ROCKLAND TRUST CO History Added to 31,361 1,715 0.07% 0.07% 581 +227 0.73% Q4 2025 Jan 15, 2026
SENTINEL TRUST CO LBA History Reduced 31,294 1,712 0.17% 0.17% 582 -139 -0.44% Q4 2025 Jan 29, 2026
Pines Wealth Management, LLC History Added to 31,240 1,709 0.55% 0.55% 583 +622 2.03% Q4 2025 Feb 02, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 31,087 1,700 0.12% 0.13% 584 0 0.0% Q4 2025 Feb 09, 2026
Israel Discount Bank of New York History Reduced 31,050 1,698 4.62% 6.09% 585 -7,487 -19.43% Q4 2025 Jan 28, 2026
Westshore Wealth, LLC History Added to 30,986 1,695 0.56% 0.49% 586 +3,859 14.23% Q4 2025 Feb 25, 2026
Texas Bank & Trust Co History Reduced 30,905 1,690 0.61% 0.62% 587 -52 -0.17% Q4 2025 Feb 06, 2026
Expressive Wealth LLC History New 30,808 1,685 1.82% — 589 +30,808 New Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Added to 30,799 1,685 0.01% 0.01% 588 +10,735 53.5% Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History Reduced 30,742 1,681 0.02% 0.02% 590 -1,192 -3.73% Q4 2025 Feb 09, 2026
Aegis Wealth Management LLC History Reduced 30,683 1,678 0.95% 1.12% 592 -8,496 -21.69% Q4 2025 Jan 14, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Reduced 30,675 1,678 0.65% 0.63% 591 -250 -0.81% Q4 2025 Feb 13, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 30,408 1,663 0.1% 0.1% 593 -225 -0.73% Q4 2025 Feb 13, 2026
WEXFORD CAPITAL LP History No change 30,297 1,657 0.32% 0.23% 594 0 0.0% Q4 2025 Feb 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 30,205 1,652 0.12% 0.12% 595 -2,978 -8.97% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Reduced 30,038 1,643 0.02% 0.02% 596 -386 -1.27% Q4 2025 Feb 05, 2026
Truepoint, Inc. History Reduced 29,742 1,627 0.04% 0.04% 597 -774 -2.54% Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History Added to 29,570 1,617 0.05% 0.04% 598 +10,479 54.89% Q4 2025 Jan 30, 2026
Salus Financial Advisors, LLC History Added to 29,547 1,616 0.97% 0.97% 599 +237 0.81% Q4 2025 Jan 21, 2026
Capital Investment Advisors, LLC History Reduced 29,318 1,604 0.02% 0.03% 600 -1,164 -3.82% Q4 2025 Jan 13, 2026
Red Tortoise LLC History Added to 29,106 1,592 0.68% 0.66% 601 +402 1.4% Q4 2025 Jan 22, 2026
Sollinda Capital Management LLC History Added to 28,981 1,585 0.4% 0.11% 602 +21,280 276.33% Q4 2025 Jan 15, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 28,579 1,563 0.09% 0.09% 603 -14 -0.05% Q4 2025 Jan 22, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 28,453 1,556 0.0% — 604 +28,453 New Q4 2025 Feb 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 28,157 1,540 0.12% 0.08% 605 +8,900 46.22% Q4 2025 Jan 07, 2026
Obermeyer Wealth Partners History Reduced 27,767 1,519 0.07% 0.07% 606 -124 -0.44% Q4 2025 Jan 29, 2026
BLB&B Advisors, LLC History Added to 27,653 1,512 0.06% 0.06% 607 +159 0.58% Q4 2025 Jan 26, 2026
Lakeshore Capital Group, Inc. History Reduced 27,514 1,505 1.2% 1.19% 608 -17 -0.06% Q4 2025 Jan 21, 2026
Efficient Advisors, LLC History Reduced 27,384 1,498 0.09% 0.09% 609 -3,470 -11.25% Q4 2025 Jan 21, 2026
PRINCIPAL SECURITIES, INC. History Added to 27,226 1,489 0.02% 0.02% 610 +2,122 8.45% Q4 2025 Feb 12, 2026
Lavaca Capital LLC History No change 27,200 1,488 0.24% 0.32% 611 0 0.0% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Reduced 27,192 1,487 0.04% 0.04% 612 -1,236 -4.35% Q4 2025 Feb 03, 2026
SHELTON CAPITAL MANAGEMENT History Added to 27,166 1,486 0.03% 0.02% 613 +13,543 99.41% Q4 2025 Feb 17, 2026
Argent Trust Co History Added to 27,156 1,485 0.05% 0.05% 614 +320 1.19% Q4 2025 Feb 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 27,034 1,479 0.03% 0.03% 615 0 0.0% Q4 2025 Feb 13, 2026
Everstar Asset Management, LLC History Reduced 27,015 1,477 0.79% 1.3% 616 -15,775 -36.87% Q4 2025 Feb 05, 2026
First Bank & Trust History No change 26,947 1,474 0.24% 0.24% 617 0 0.0% Q4 2025 Jan 12, 2026
FARMERS TRUST CO History Reduced 26,922 1,472 0.24% 0.28% 618 -3,210 -10.65% Q4 2025 Jan 06, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 26,901 1,471 0.19% 0.84% 619 -49,181 -64.64% Q4 2025 Feb 17, 2026
Bulltick Wealth Management, LLC History Added to 26,557 1,452 0.31% 0.33% 620 +179 0.68% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 26,100 1,427 0.04% 0.03% 621 +4,099 18.63% Q4 2025 Jan 30, 2026
Heritage Trust Co History Reduced 26,083 1,427 0.15% 0.15% 622 -97 -0.37% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Added to 26,002 1,422 0.0% 0.0% 624 +5,439 26.45% Q4 2025 Feb 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 26,000 1,422 0.07% 0.12% 623 0 0.0% Q4 2025 Feb 09, 2026
KFA Private Wealth Group, LLC History Added to 25,959 1,420 0.35% 0.38% 625 +1,109 4.46% Q4 2025 Jan 07, 2026
Gallacher Capital Management LLC History Added to 25,763 1,409 0.54% 0.09% 626 +21,315 479.2% Q4 2025 Feb 03, 2026
Turtle Creek Wealth Advisors, LLC History No change 25,623 1,401 0.11% 0.12% 627 0 0.0% Q4 2025 Jan 28, 2026
Crescent Grove Advisors, LLC History Added to 25,605 1,400 0.13% 0.13% 629 +118 0.46% Q4 2025 Feb 11, 2026
HBK Sorce Advisory LLC History Added to 23,308 1,400 0.03% 0.03% 628 +31 0.13% Q4 2025 Feb 09, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 25,546 1,397 0.22% 0.23% 630 -98 -0.38% Q4 2025 Jan 14, 2026
Cyndeo Wealth Partners, LLC History No change 25,500 1,395 0.08% 0.08% 631 0 0.0% Q4 2025 Jan 07, 2026
ERn Financial, LLC History Reduced 25,390 1,389 0.26% 0.28% 633 -965 -3.66% Q4 2025 Jan 15, 2026
Samalin Investment Counsel, LLC History Reduced 25,401 1,389 0.49% 0.47% 632 -325 -1.26% Q4 2025 Jan 30, 2026
WCG Wealth Advisors LLC History New 25,338 1,386 0.04% — 634 +25,338 New Q4 2025 Feb 10, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 25,260 1,381 0.1% 0.1% 635 +1,129 4.68% Q4 2025 Feb 12, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 25,204 1,378 0.13% 0.13% 636 +454 1.83% Q4 2025 Feb 17, 2026
Johnson Financial Group, Inc. History Reduced 25,110 1,373 0.05% 0.06% 637 -4,890 -16.3% Q4 2025 Feb 12, 2026
Litman Gregory Wealth Management LLC History Reduced 25,086 1,372 0.1% 0.1% 638 -242 -0.96% Q4 2025 Feb 12, 2026
Greenland Capital Management LP History New 25,000 1,367 0.14% — 639 +25,000 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 24,923 1,363 0.03% 0.03% 640 +4,273 20.69% Q4 2025 Feb 06, 2026
Johnson & White Wealth Management, LLC History Reduced 24,863 1,360 0.59% 0.64% 642 -1,511 -5.73% Q4 2025 Feb 05, 2026
SIMON QUICK ADVISORS, LLC History Added to 24,859 1,360 0.06% 0.06% 641 +258 1.05% Q4 2025 Jan 29, 2026
Gotham Asset Management, LLC History No change 24,770 1,355 0.0% 0.01% 643 0 0.0% Q4 2025 Feb 17, 2026
PFG Advisors History Added to 24,638 1,347 0.07% 0.03% 644 +10,375 72.74% Q4 2025 Jan 27, 2026
Washington Trust Advisors, Inc. History Reduced 24,617 1,346 0.1% 0.1% 645 -663 -2.62% Q4 2025 Feb 03, 2026
DBK Financial Counsel, LLC History Reduced 24,613 1,346 1.03% 1.11% 646 -74 -0.3% Q4 2025 Jan 26, 2026
Buck Wealth Strategies, LLC History Reduced 24,595 1,345 0.17% 0.24% 647 -7,786 -24.04% Q4 2025 Feb 03, 2026
Clear Harbor Asset Management, LLC History Added to 24,543 1,342 0.09% 0.07% 648 +6,862 38.81% Q4 2025 Feb 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 24,408 1,335 0.03% 0.03% 649 +65 0.27% Q4 2025 Feb 06, 2026
Lexington Hill Partners, LLC History New 24,306 1,329 1.0% — 650 +24,306 New Q4 2025 Feb 19, 2026
Evanson Asset Management, LLC History Added to 24,135 1,320 0.07% 0.07% 651 +8 0.03% Q4 2025 Jan 12, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Added to 24,035 1,314 1.1% 0.54% 652 +12,208 103.22% Q4 2025 Jan 29, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 23,978 1,311 0.29% 0.33% 653 -2,182 -8.34% Q4 2025 Jan 12, 2026
Newport Capital Group, LLC History Reduced 23,877 1,306 0.8% 0.81% 654 -256 -1.06% Q4 2025 Feb 13, 2026
Marble Harbor Investment Counsel, LLC History No change 23,800 1,302 0.14% 0.13% 655 0 0.0% Q4 2025 Feb 06, 2026
GHE, LLC History No change 23,481 1,284 0.43% 0.51% 656 0 0.0% Q4 2025 Feb 09, 2026
JMG Financial Group, Ltd. History Added to 23,441 1,282 0.04% 0.03% 657 +3,038 14.89% Q4 2025 Feb 10, 2026
Sovereign Financial Group, Inc. History Added to 23,364 1,278 0.22% 0.21% 658 +2,559 12.3% Q4 2025 Jan 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 23,322 1,275 0.06% 0.07% 659 -2,235 -8.75% Q4 2025 Feb 02, 2026
B&D White Capital Company, LLC History No change 23,186 1,268 0.15% 0.16% 660 0 0.0% Q4 2025 Feb 13, 2026
Moneda S.A. Administradora General de Fondos History Added to 23,088 1,263 1.13% 0.91% 661 +8,148 54.54% Q4 2025 Feb 17, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 23,034 1,260 0.05% 0.05% 662 0 0.0% Q4 2025 Feb 04, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 23,021 1,259 0.0% 0.0% 663 +4,689 25.58% Q4 2025 Feb 12, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 23,027 1,259 0.44% 0.46% 664 -614 -2.6% Q4 2025 Feb 09, 2026
Virtue Capital Management, LLC History Reduced 22,379 1,258 0.19% 0.17% 665 -692 -3.0% Q4 2025 Feb 18, 2026
Matisse Capital History No change 22,990 1,257 0.56% 0.55% 666 0 0.0% Q4 2025 Jan 29, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 22,875 1,251 0.02% 0.02% 667 +1,116 5.13% Q4 2025 Feb 05, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 22,761 1,245 0.21% 0.17% 668 +4,502 24.66% Q4 2025 Jan 27, 2026
Trinity Financial Advisors LLC History Reduced 22,709 1,242 0.35% 0.36% 669 -934 -3.95% Q4 2025 Jan 13, 2026
New Republic Capital, LLC History Added to 22,665 1,239 0.33% 0.33% 670 +2,638 13.17% Q4 2025 Feb 10, 2026
SP Asset Management LLC History Reduced 22,639 1,238 0.1% 0.11% 671 -3,190 -12.35% Q4 2025 Jan 28, 2026
NorthRock Partners, LLC History Reduced 22,510 1,231 0.02% 0.02% 672 -1,114 -4.72% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 22,418 1,226 0.02% 0.02% 673 0 0.0% Q4 2025 Feb 12, 2026
Affiance Financial, LLC History No change 22,369 1,223 0.2% 0.22% 674 0 0.0% Q4 2025 Jan 21, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 22,233 1,216 0.04% 0.04% 675 +67 0.3% Q4 2025 Jan 12, 2026
PITTENGER & ANDERSON INC History Added to 22,195 1,214 0.05% 0.04% 676 +420 1.93% Q4 2025 Feb 02, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 22,109 1,209 0.1% 0.09% 677 -320 -1.43% Q4 2025 Feb 17, 2026
GUIDANCE CAPITAL, INC History Reduced 20,553 1,206 0.29% 0.85% 678 -38,434 -65.16% Q4 2025 Jan 23, 2026
Dynamic Advisor Solutions LLC History Reduced 22,010 1,204 0.04% 0.04% 679 -1,832 -7.68% Q4 2025 Jan 09, 2026
Chevy Chase Trust Holdings, LLC History Reduced 21,912 1,198 0.0% 0.0% 680 -833 -3.66% Q4 2025 Feb 13, 2026
LaSalle St. Investment Advisors, LLC History Reduced 21,885 1,197 0.19% 0.22% 681 -1,241 -5.37% Q4 2025 Feb 17, 2026
Stratos Wealth Advisors, LLC History Reduced 21,788 1,192 0.06% 0.06% 682 -2 -0.01% Q4 2025 Jan 20, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 21,741 1,189 0.03% 0.02% 683 +2,834 14.99% Q4 2025 Feb 05, 2026
Hoxton Planning & Management, LLC History Reduced 21,562 1,179 0.35% 0.37% 684 -5 -0.02% Q4 2025 Feb 11, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 21,549 1,178 0.02% 0.02% 685 -65 -0.3% Q4 2025 Feb 10, 2026
Sterling Investment Advisors, Ltd. History Added to 21,445 1,173 0.22% 0.2% 686 +1,900 9.72% Q4 2025 Feb 09, 2026
Tortoise Investment Management, LLC History Reduced 21,407 1,171 0.1% 0.1% 687 -641 -2.91% Q4 2025 Feb 06, 2026
Bear Mountain Capital, Inc. History Added to 20,056 1,165 0.38% 0.36% 688 +34 0.17% Q4 2025 Jan 22, 2026
SONATA CAPITAL GROUP INC History Reduced 21,235 1,161 0.42% 0.42% 689 -296 -1.37% Q4 2025 Jan 26, 2026
Ballast Rock Private Wealth LLC History New 21,197 1,159 0.72% — 690 +21,197 New Q4 2025 Feb 04, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 21,126 1,155 0.17% 0.17% 691 +355 1.71% Q4 2025 Feb 05, 2026
Glass Jacobson Investment Advisors llc History Reduced 21,095 1,154 0.42% 0.41% 692 -341 -1.59% Q4 2025 Jan 22, 2026
Avidian Wealth Enterprises, LLC History Reduced 20,915 1,144 0.04% 0.04% 693 -890 -4.08% Q4 2025 Feb 02, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 20,910 1,143 0.06% 0.06% 694 0 0.0% Q4 2025 Jan 27, 2026
Procyon Advisors, LLC History Reduced 20,824 1,139 0.06% 0.07% 695 -723 -3.36% Q4 2025 Jan 07, 2026
Oakworth Capital, Inc. History Added to 20,811 1,138 0.06% 0.06% 696 +844 4.23% Q4 2025 Jan 30, 2026
Gladstone Institutional Advisory LLC History Added to 20,771 1,136 0.04% 0.03% 697 +4,773 29.83% Q4 2025 Feb 17, 2026
Evolution Wealth Advisors, LLC History Added to 20,697 1,132 0.11% 0.15% 698 +2 0.01% Q4 2025 Jan 12, 2026
BAYBAN History New 20,682 1,131 1.0% — 700 +20,682 New Q4 2025 Mar 05, 2026
Independent Family Office, LLC History No change 20,688 1,131 0.47% 0.47% 699 0 0.0% Q4 2025 Feb 13, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 20,110 1,130 0.67% 0.62% 701 0 0.0% Q4 2025 Jan 06, 2026
Maven Securities LTD History New 20,563 1,125 0.02% — 702 +20,563 New Q4 2025 Feb 13, 2026
XML Financial, LLC History Reduced 20,460 1,119 0.09% 0.09% 703 -273 -1.32% Q4 2025 Feb 11, 2026
M Holdings Securities, Inc. History New 20,435 1,118 0.08% — 704 +20,435 New Q4 2025 Feb 11, 2026
WEBSTER BANK, N. A. History Reduced 20,285 1,109 0.1% 0.11% 705 -219 -1.07% Q4 2025 Jan 23, 2026
Klingman & Associates, LLC History Reduced 20,275 1,109 0.05% 0.06% 706 -195 -0.95% Q4 2025 Jan 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 20,218 1,106 0.0% 0.0% 707 +54 0.27% Q4 2025 Feb 13, 2026
Colony Family Offices, LLC History No change 20,229 1,106 0.28% 0.28% 708 0 0.0% Q4 2025 Jan 22, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 20,147 1,102 0.61% 0.83% 709 -753 -3.6% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 20,105 1,099 0.01% 0.02% 710 -3,677 -15.46% Q4 2025 Feb 10, 2026
Roble, Belko & Company, Inc History No change 20,072 1,098 0.14% 0.15% 711 0 0.0% Q4 2025 Jan 12, 2026
NWAM LLC History Reduced 19,447 1,081 0.06% 0.06% 712 -2,183 -10.09% Q4 2025 Feb 04, 2026
Orin Green Financial, LLC History Reduced 19,765 1,081 0.43% 0.43% 713 -389 -1.93% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 19,715 1,078 0.07% 0.07% 714 +1,327 7.22% Q4 2025 Feb 03, 2026
St. Louis Trust Co History No change 19,687 1,077 0.12% 0.13% 715 0 0.0% Q4 2025 Feb 09, 2026
Three Seasons Wealth, LLC History New 19,589 1,071 0.1% — 716 +19,589 New Q4 2025 Jan 15, 2026
Ramsay, Stattman, Vela & Price, Inc. History Reduced 19,346 1,058 0.19% 0.22% 717 -3,540 -15.47% Q4 2025 Jan 23, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 11,900 1,053 0.25% 0.09% 718 +4,800 67.61% Q4 2025 Feb 12, 2026
TD ASSET MANAGEMENT INC History Reduced 19,038 1,041 0.0% 0.0% 719 -903 -4.53% Q4 2025 Feb 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 19,033 1,041 0.05% 0.04% 720 +318 1.7% Q4 2025 Jan 21, 2026
WHALEROCK POINT PARTNERS, LLC History No change 18,986 1,038 0.2% 0.21% 721 0 0.0% Q4 2025 Feb 13, 2026
Kelsey Financial, LLC History New 18,970 1,037 0.89% — 722 +18,970 New Q4 2025 Jan 23, 2026
Global Trust Wealth Management LLC History New 18,853 1,031 0.76% — 723 +18,853 New Q4 2025 Jan 28, 2026
GTS SECURITIES LLC History New 18,783 1,027 0.04% — 724 +18,783 New Q4 2025 Feb 13, 2026
Coign Capital Advisors LLC History Added to 18,558 1,015 0.53% 0.53% 725 +634 3.54% Q4 2025 Jan 20, 2026
HUB Investment Partners, LLC History Added to 18,522 1,013 0.03% 0.03% 726 +30 0.16% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History New 18,503 1,012 0.03% — 727 +18,503 New Q4 2025 Feb 13, 2026
E&G Advisors, LP History Added to 18,435 1,008 0.23% 0.23% 728 +87 0.47% Q4 2025 Jan 23, 2026
CERTUITY, LLC History Reduced 18,374 1,005 0.06% 0.07% 729 -131 -0.71% Q4 2025 Jan 30, 2026
VANGUARD GROUP INC History Added to 18,336 1,003 0.0% 0.0% 730 +159 0.87% Q4 2025 Jan 29, 2026
NWF Advisory Services Inc. History Added to 18,306 1,001 0.11% 0.1% 732 +947 5.46% Q4 2025 Mar 03, 2026
BigSur Wealth Management LLC History No change 18,300 1,001 0.24% 0.24% 731 0 0.0% Q4 2025 Jan 27, 2026
Texas Yale Capital Corp. History No change 18,259 998 0.03% 0.03% 733 0 0.0% Q4 2025 Feb 10, 2026
Evercore Wealth Management, LLC History Reduced 18,056 987 0.01% 0.01% 734 -603 -3.23% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Added to 17,916 980 0.04% 0.03% 735 +3,678 25.83% Q4 2025 Feb 17, 2026
Ridge Creek Global, Inc History New 17,814 974 0.82% — 736 +17,814 New Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 17,658 966 0.0% 0.0% 737 +3,752 26.98% Q4 2025 Feb 06, 2026
Connecticut Wealth Management, LLC History Reduced 17,586 962 0.04% 0.05% 738 -3,270 -15.68% Q4 2025 Feb 12, 2026
GAMCO INVESTORS, INC. ET AL History No change 17,388 951 0.01% 0.01% 739 0 0.0% Q4 2025 Feb 05, 2026
QUADRANT CAPITAL GROUP LLC History No change 17,398 951 0.03% 0.03% 740 0 0.0% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Reduced 17,381 950 0.02% 0.02% 741 -338 -1.91% Q4 2025 Feb 13, 2026
G&S Capital LLC History New 17,356 949 0.34% — 742 +17,356 New Q4 2025 Jan 28, 2026
Tranquilli Financial Advisor LLC History Reduced 17,289 945 0.55% 0.56% 743 -568 -3.18% Q4 2025 Jan 27, 2026
Sunpointe, LLC History Reduced 17,252 943 0.31% 0.34% 744 -152 -0.87% Q4 2025 Jan 23, 2026
YHB Investment Advisors, Inc. History Added to 17,130 937 0.06% 0.07% 745 +15 0.09% Q4 2025 Jan 16, 2026
Bridgewater Advisors Inc. History No change 16,071 936 0.06% 0.06% 746 0 0.0% Q4 2025 Jan 23, 2026
Rossmore Private Capital History Reduced 17,064 933 0.08% 0.1% 748 -790 -4.42% Q4 2025 Feb 05, 2026
SIGNATUREFD, LLC History Reduced 17,065 933 0.01% 0.01% 747 -167 -0.97% Q4 2025 Jan 20, 2026
Wealthspire Retirement, LLC History Added to 17,009 930 0.06% 0.05% 749 +900 5.59% Q4 2025 Feb 18, 2026
Hudson Portfolio Management LLC History Added to 16,970 928 0.8% 0.6% 750 +4,240 33.31% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 16,954 927 0.0% 0.0% 751 +475 2.88% Q4 2025 Jan 12, 2026
APPLETON PARTNERS INC/MA History Reduced 16,836 921 0.06% 0.06% 752 -1,060 -5.92% Q4 2025 Jan 09, 2026
PINEBRIDGE INVESTMENTS LLC History New 16,807 919 0.01% — 753 +16,807 New Q4 2025 Feb 12, 2026
NATIXIS History Reduced 16,750 916 0.0% 0.0% 754 -374 -2.18% Q4 2025 Feb 13, 2026
One Wealth Advisors, LLC History Reduced 16,617 909 0.11% 0.11% 756 -362 -2.13% Q4 2025 Feb 02, 2026
Crestwood Advisors Group, LLC History Reduced 16,615 909 0.02% 0.02% 755 -20 -0.12% Q4 2025 Feb 03, 2026
FOSTER & MOTLEY INC History Reduced 16,572 907 0.05% 0.12% 757 -25,178 -60.31% Q4 2025 Jan 15, 2026
NAVELLIER & ASSOCIATES INC History Reduced 16,545 905 0.1% 0.13% 758 -7,406 -30.92% Q4 2025 Feb 03, 2026
Union Bancaire Privee, UBP SA History Added to 21,217 900 0.01% 0.01% 759 +437 2.1% Q4 2025 Jan 05, 2026
Strid Group, LLC History Added to 16,427 898 0.11% 0.11% 760 +154 0.95% Q4 2025 Jan 26, 2026
Legacy Capital Group California, Inc. History Added to 16,381 896 0.22% 0.22% 762 +3 0.02% Q4 2025 Jan 28, 2026
Cedar Wealth Management, LLC History No change 16,379 896 0.27% 0.27% 761 0 0.0% Q4 2025 Feb 06, 2026
FIRST MANHATTAN CO. LLC. History Reduced 16,278 890 0.0% 0.0% 763 -42 -0.26% Q4 2025 Feb 17, 2026
Ascension Capital Advisors, Inc. History Reduced 16,155 883 0.3% 3.31% 764 -142,936 -89.85% Q4 2025 Feb 10, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Added to 21,508 876 0.42% 0.19% 765 +14,129 191.48% Q4 2025 Jan 09, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 15,977 874 0.6% — 767 +15,977 New Q4 2025 Feb 17, 2026
CFS Investment Advisory Services, LLC History No change 15,990 874 0.06% 0.07% 766 0 0.0% Q4 2025 Feb 10, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 15,969 873 0.17% 0.17% 768 -26 -0.16% Q4 2025 Jan 12, 2026
TD Waterhouse Canada Inc. History Reduced 15,885 868 0.01% 0.01% 769 -118 -0.74% Q4 2025 Jan 27, 2026
Fortitude Financial, LLC History New 15,815 865 0.73% — 771 +15,815 New Q4 2025 Jan 27, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 15,815 865 0.09% 0.1% 770 -116 -0.73% Q4 2025 Feb 13, 2026
EVERETT HARRIS & CO /CA/ History Added to 15,691 858 0.01% 0.01% 772 +5 0.03% Q4 2025 Feb 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 15,674 857 0.05% 0.05% 773 +14 0.09% Q4 2025 Jan 23, 2026
Stonebridge Capital Advisors LLC History No change 15,600 853 0.06% 0.06% 774 0 0.0% Q4 2025 Feb 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 15,552 850 0.04% 0.04% 776 +2,515 19.29% Q4 2025 Jan 28, 2026
Chesapeake Wealth Management History Added to 15,545 850 0.25% 0.25% 775 +250 1.63% Q4 2025 Feb 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 15,489 847 0.0% 0.0% 777 +3,294 27.01% Q4 2025 Feb 11, 2026
Hexagon Capital Partners LLC History Reduced 15,495 847 0.16% 0.17% 778 -842 -5.15% Q4 2025 Feb 06, 2026
WELCH & FORBES LLC History Added to 15,432 844 0.01% 0.01% 779 +200 1.31% Q4 2025 Feb 10, 2026
IPG Investment Advisors LLC History Reduced 15,410 843 0.15% 0.15% 780 -747 -4.62% Q4 2025 Feb 09, 2026
Running Point Capital Advisors, LLC History No change 15,418 843 0.23% 0.22% 781 0 0.0% Q4 2025 Feb 17, 2026
Lakeridge Wealth Management LLC History Added to 15,247 834 0.38% 0.34% 782 +978 6.85% Q4 2025 Jan 07, 2026
Prosperity Consulting Group, LLC History Added to 15,198 831 0.04% 0.02% 783 +8,350 121.93% Q4 2025 Feb 17, 2026
HORAN Wealth, LLC History Added to 15,199 831 0.13% 0.13% 784 +143 0.95% Q4 2025 Feb 04, 2026
Hilltop Holdings Inc. History Reduced 15,087 825 0.05% 0.04% 785 -366 -2.37% Q4 2025 Feb 17, 2026
Donor Advised Charitable Giving, Inc. History Added to 15,061 823 0.02% 0.01% 786 +2,627 21.13% Q4 2025 Jan 23, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Reduced 15,023 821 0.58% 0.6% 787 -262 -1.71% Q4 2025 Jan 07, 2026
Roof Eidam Maycock Peralta, LLC History No change 14,995 820 0.19% 0.19% 788 0 0.0% Q4 2025 Jan 26, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 14,156 819 0.2% 0.19% 789 0 0.0% Q4 2025 Jan 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 14,952 818 0.08% 0.09% 790 -823 -5.22% Q4 2025 Jan 27, 2026
TRUST CO OF VERMONT History Added to 14,825 811 0.03% 0.03% 791 +100 0.68% Q4 2025 Jan 16, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 14,720 805 0.0% — 792 +14,720 New Q4 2025 Feb 17, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 14,716 805 0.26% 0.22% 794 +3,148 27.21% Q4 2025 Jan 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 14,731 805 0.04% 0.04% 793 -18 -0.12% Q4 2025 Jan 13, 2026
Friday Financial History No change 14,729 805 0.28% 0.33% 795 0 0.0% Q4 2025 Jan 09, 2026
Gambit Capital Management, LLC History New 14,607 799 0.57% — 797 +14,607 New Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Reduced 14,613 799 0.02% 0.02% 796 -3,093 -17.47% Q4 2025 Feb 03, 2026
Rothschild Wealth LLC History New 14,602 798 0.08% — 798 +14,602 New Q4 2025 Feb 17, 2026
RPS ADVISORY SOLUTIONS LLC History New 14,557 796 0.38% — 799 +14,557 New Q4 2025 Feb 06, 2026
Crabel Capital Management, LLC History New 14,549 795 0.6% — 800 +14,549 New Q4 2025 Feb 17, 2026