iSHARES TRUST - EFA

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 96,289,972 9,246,725 0.16% 0.16% 1 +184,571 0.19% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 45,950,423 4,412,619 0.54% 0.5% 2 +2,103,342 4.8% Q4 2025 Mar 25, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 44,175,796 4,242,201 0.49% 0.4% 3 +7,052,021 19.0% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 40,215,965 3,861,939 0.28% 0.29% 4 -5,364,951 -11.77% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 31,617,599 3,036,238 0.18% 0.15% 5 +4,244,605 15.51% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 25,046,922 2,405,255 0.44% 0.38% 6 +3,608,940 16.83% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 21,517,515 2,066,327 0.13% 0.11% 7 +1,041,180 5.08% Q4 2025 Feb 11, 2026
NORTHERN TRUST CORP History Added to 21,303,587 2,045,783 0.26% 0.25% 8 +205,935 0.98% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 16,223,447 1,557,937 0.25% 0.26% 9 -1,885,620 -10.41% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 15,736,766 1,511,201 17.63% 18.66% 10 +1,922,902 13.92% Q4 2025 Feb 05, 2026
JANE STREET GROUP, LLC History Reduced 14,255,024 1,368,909 0.21% 0.23% 11 -2,176,135 -13.24% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 14,020,648 1,346,403 0.22% — 12 +14,020,648 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 9,816,385 942,667 0.23% 0.16% 13 +2,089,425 27.04% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 9,277,387 890,907 0.39% 0.39% 14 -211,339 -2.23% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 8,767,497 841,942 0.04% 0.04% 15 -119,466 -1.34% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 8,500,255 816,279 0.66% 0.66% 16 -185,252 -2.13% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 8,457,292 812,153 0.44% 0.48% 17 -39,914 -0.47% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Added to 8,070,545 775,014 0.14% 0.13% 18 +22,763 0.28% Q4 2025 Feb 10, 2026
Squarepoint Ops LLC History Added to 7,733,939 742,690 0.79% 0.59% 19 +1,442,667 22.93% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 7,187,071 690,166 0.81% 0.82% 20 -210,919 -2.85% Q4 2025 Jan 30, 2026
AlTi Global, Inc. History Added to 6,152,935 590,866 12.67% 13.14% 21 +152,513 2.54% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 5,991,786 575,391 0.24% 0.3% 22 -1,520,137 -20.24% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 5,973,919 573,675 0.17% 0.17% 23 -449,855 -7.0% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 5,879,761 564,633 0.15% 0.15% 24 +349,899 6.33% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Added to 5,524,477 530,515 0.18% 0.18% 25 +403,316 7.88% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 5,306,986 509,629 0.08% 0.11% 26 -2,421,507 -31.33% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,879,890 429,836 0.19% 0.23% 27 +598,681 46.73% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 4,367,470 419,408 0.64% 0.63% 28 -62,769 -1.42% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Added to 4,253,168 408,431 0.54% 0.52% 29 +162,193 3.96% Q4 2025 Feb 02, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,718,556 357,092 0.11% 0.1% 30 +269,137 7.8% Q4 2025 Feb 18, 2026
Parallax Volatility Advisers, L.P. History Added to 3,415,500 327,990 0.65% 0.14% 31 +2,399,678 236.23% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 3,411,733 327,628 0.33% 0.21% 32 +1,376,098 67.6% Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 3,277,441 314,741 0.37% 0.34% 33 +492,444 17.68% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 2,992,615 287,394 0.18% 0.23% 34 -676,980 -18.45% Q4 2025 Feb 17, 2026
Sand Hill Global Advisors, LLC History Added to 2,897,259 278,223 9.71% 9.34% 35 +55,971 1.97% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 2,768,816 265,971 0.06% 0.07% 36 -613,507 -18.14% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,499,226 240,000 0.15% 0.15% 37 +38,518 1.57% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Added to 2,472,657 237,449 0.34% 0.32% 38 +130,880 5.59% Q4 2025 Feb 10, 2026
Hackensack Meridian Health, Inc. History No change 2,440,932 234,402 21.37% 23.41% 39 0 0.0% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 2,429,988 233,351 0.93% 0.63% 40 +645,794 36.2% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Added to 2,327,407 223,265 0.3% 0.31% 41 +191,390 8.96% Q4 2025 Mar 09, 2026
Badgley Phelps Wealth Managers, LLC History Added to 2,261,770 217,197 3.98% 4.3% 42 +72,740 3.32% Q4 2025 Jan 28, 2026
MACKENZIE FINANCIAL CORP History Added to 2,197,356 211,496 0.25% 0.24% 43 +50,525 2.35% Q4 2025 Feb 18, 2026
PRUDENTIAL FINANCIAL INC History Reduced 2,146,484 206,126 0.25% 0.27% 44 -251,699 -10.5% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 2,134,355 204,962 0.37% 0.35% 45 +219,689 11.47% Q4 2025 Mar 16, 2026
REGIONS FINANCIAL CORP History New 2,093,177 201,007 1.29% — 46 +2,093,177 New Q4 2025 Jan 27, 2026
Creative Planning History Reduced 2,069,349 198,719 0.14% 0.15% 47 -5,604 -0.27% Q4 2025 Feb 17, 2026
Hirtle Callaghan & Co LLC History Reduced 2,007,546 192,784 6.56% 6.61% 48 -6,917 -0.34% Q4 2025 Feb 04, 2026
Capital International Investors History Added to 1,966,497 189,648 0.03% 0.01% 49 +1,275,694 184.67% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 1,951,231 187,376 2.06% 2.05% 50 +64,898 3.44% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Added to 1,881,846 180,713 0.2% 0.2% 51 +68,801 3.79% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 1,651,750 158,617 0.17% 0.17% 52 +9,810 0.6% Q4 2025 Feb 06, 2026
Financial Engines Advisors L.L.C. History Reduced 1,644,234 157,895 0.3% 0.3% 53 -36,757 -2.19% Q4 2025 Feb 12, 2026
M&T BANK CORP History Reduced 1,626,722 156,214 0.5% 0.51% 54 -1,263 -0.08% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Added to 1,630,246 155,176 0.23% 0.24% 55 +22,305 1.39% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 1,603,139 153,949 0.2% 0.12% 56 +1,223,126 321.86% Q4 2025 Jan 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 1,585,269 152,233 0.55% 0.52% 57 -7,991 -0.5% Q4 2025 Jan 30, 2026
Focus Partners Wealth History Added to 1,547,413 148,588 0.17% 0.13% 58 +653,178 73.04% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 1,533,523 147,264 0.13% 0.13% 59 +66,192 4.51% Q4 2025 Feb 13, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 1,526,607 147,225 0.3% 0.0% 60 +1,512,625 10818.37% Q4 2025 Feb 09, 2026
Align Financial, LLC History New 145,445 145,445 0.08% — 61 +145,445 New Q4 2025 Feb 17, 2026
Jain Global LLC History Reduced 1,483,021 142,414 0.69% 0.7% 62 -106,979 -6.73% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,463,552 140,545 0.21% 0.22% 63 +41,721 2.93% Q4 2025 Feb 18, 2026
OSAIC HOLDINGS, INC. History Added to 1,440,272 138,344 0.2% 0.19% 64 +1,862 0.13% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 1,407,271 135,140 0.21% 0.21% 65 -5,822 -0.41% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 1,386,144 133,111 0.23% 0.2% 66 +113,833 8.95% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,345,670 129,224 0.04% 0.03% 67 +192,817 16.73% Q4 2025 Feb 17, 2026
Arvest Bank Trust Division History Reduced 1,333,766 128,081 6.94% 6.98% 68 -13,889 -1.03% Q4 2025 Feb 09, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,298,571 124,701 0.24% 0.25% 69 +2,195 0.17% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 1,272,638 122,211 2.71% 2.9% 70 -154,678 -10.84% Q4 2025 Feb 04, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 1,252,285 120,256 0.21% 0.41% 71 -1,278,548 -50.52% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Reduced 1,186,474 113,937 0.36% 0.36% 72 -24,206 -2.0% Q4 2025 Feb 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,114,057 109,512 0.15% 0.15% 73 +35,445 3.29% Q4 2025 Jan 08, 2026
WoodTrust Financial Corp History Added to 1,075,287 103,260 12.05% 11.77% 74 +16,600 1.57% Q4 2025 Jan 30, 2026
CIBC Asset Management Inc History Reduced 1,066,507 102,416 0.25% 0.81% 75 -1,927,731 -64.38% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,061,225 101,909 0.14% 0.13% 76 +10,276 0.98% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Added to 995,723 95,619 4.3% 3.73% 77 +186,030 22.98% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 992,266 95,287 0.57% 0.58% 78 -30,097 -2.94% Q4 2025 Feb 09, 2026
Linscomb Wealth, Inc. History Reduced 978,336 93,949 3.94% 3.99% 79 -14,105 -1.42% Q4 2025 Feb 10, 2026
BROWN ADVISORY INC History Added to 929,302 89,240 0.12% 0.1% 80 +97,363 11.7% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 927,756 89,092 0.34% — 81 +927,756 New Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 926,883 89,008 0.24% 0.21% 82 +72,180 8.45% Q4 2025 Feb 17, 2026
BOKF, NA History Reduced 925,553 88,880 1.36% 1.36% 83 -41,083 -4.25% Q4 2025 Feb 03, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 899,276 86,358 0.21% 0.07% 84 +590,047 190.81% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 896,683 86,108 0.41% — 85 +896,683 New Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 895,323 85,980 0.65% — 86 +895,323 New Q4 2025 Feb 18, 2026
Ensign Peak Advisors, Inc History Added to 835,796 80,261 0.14% 0.13% 87 +15,482 1.89% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 832,255 79,921 0.08% 0.0% 88 +826,217 13683.62% Q4 2025 Feb 17, 2026
Mondrian Investment Partners LTD History Added to 831,595 79,858 1.32% 0.56% 89 +474,219 132.69% Q4 2025 Feb 09, 2026
OLD MISSION CAPITAL LLC History Added to 11,366,528 79,711 1.82% 0.81% 90 +6,896,028 154.26% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 821,593 78,897 2.26% 2.19% 91 +19,879 2.48% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 821,334 78,872 0.97% 0.99% 92 +1,469 0.18% Q4 2025 Jan 26, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 788,652 75,734 14.35% 15.19% 93 0 0.0% Q4 2025 Feb 09, 2026
MML INVESTORS SERVICES, LLC History Added to 778,926 74,800 0.18% 0.17% 94 +78,297 11.18% Q4 2025 Feb 13, 2026
STOCK YARDS BANK & TRUST CO History Added to 771,704 74,106 2.27% 2.16% 95 +35,209 4.78% Q4 2025 Jan 21, 2026
Janney Montgomery Scott LLC History Added to 726,719 69,787 0.16% 0.16% 96 +2,014 0.28% Q4 2025 Feb 11, 2026
HANCOCK WHITNEY CORP History Added to 725,799 69,698 1.26% 1.22% 97 +4,858 0.67% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 723,329 69,461 0.02% 0.02% 98 +8,246 1.15% Q4 2025 Feb 11, 2026
Miller Investment Management, LP History Reduced 715,962 68,753 6.71% 7.67% 99 -101,978 -12.47% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 705,346 67,734 0.18% 0.18% 100 +11,993 1.73% Q4 2025 Feb 05, 2026
AMG National Trust Bank History Reduced 702,790 67,488 1.59% 1.6% 101 -4,829 -0.68% Q4 2025 Jan 30, 2026
Absolute Gestao de Investimentos Ltda. History Added to 692,000 66,452 6.95% 3.47% 102 +406,500 142.38% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 688,274 66,094 0.28% 0.26% 103 +47,280 7.38% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 682,820 65,571 1.11% 0.52% 104 +371,990 119.68% Q4 2025 Feb 17, 2026
USA FINANCIAL FORMULAS History Reduced 670,448 64,383 11.71% 11.37% 105 -20,754 -3.0% Q4 2025 Jan 14, 2026
Valeo Financial Advisors, LLC History Added to 663,613 63,726 1.42% 1.39% 106 +9,098 1.39% Q4 2025 Feb 04, 2026
BONTEMPO OHLY CAPITAL MGMT LLC History Reduced 644,953 61,934 26.68% 26.25% 107 -4,073 -0.63% Q4 2025 Feb 13, 2026
BIP Wealth, LLC History Reduced 642,637 61,712 2.18% 3.0% 108 -6,795 -1.05% Q4 2025 Jan 21, 2026
Sanctuary Advisors, LLC History Added to 637,888 61,256 0.33% 0.18% 109 +254,913 66.56% Q4 2025 Jan 29, 2026
Confluence Wealth Services, Inc. History Added to 622,536 59,782 2.48% 2.72% 110 +31,766 5.38% Q4 2025 Jan 28, 2026
BANK OF NOVA SCOTIA History Reduced 619,251 59,466 0.09% 0.37% 111 -1,621,590 -72.37% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 613,693 58,932 0.02% 0.02% 112 +1,509 0.25% Q4 2025 Feb 11, 2026
Accredited Investors Inc. History Reduced 606,562 58,248 3.09% 3.24% 113 -15,221 -2.45% Q4 2025 Feb 05, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 605,968 58,191 3.67% 4.52% 114 -139,738 -18.74% Q4 2025 Feb 17, 2026
Aristotle Capital Management, LLC History Added to 603,418 57,947 0.12% 0.08% 115 +181,112 42.89% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 603,781 57,282 0.7% 0.01% 116 +587,453 3597.83% Q4 2025 Jan 21, 2026
Painted Porch Advisors LLC History New 592,096 56,858 22.87% — 117 +592,096 New Q4 2025 Mar 19, 2026
FIRST HORIZON CORP History Reduced 588,793 56,541 2.53% 2.61% 118 -5,797 -0.97% Q4 2025 Jan 27, 2026
SCS Capital Management LLC History Reduced 587,733 56,440 0.6% 0.61% 119 -7,257 -1.22% Q4 2025 Feb 10, 2026
Twin Tree Management, LP History Reduced 582,500 55,937 0.49% 0.51% 120 -722,900 -55.38% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 568,058 54,550 1.4% 1.38% 121 -13,139 -2.26% Q4 2025 Jan 07, 2026
Savant Capital, LLC History Added to 554,455 53,244 0.3% 0.28% 122 +54,915 10.99% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 554,166 53,216 0.03% 0.02% 123 +191,354 52.74% Q4 2025 Feb 02, 2026
FineMark National Bank & Trust History Added to 553,266 53,130 1.66% 1.67% 124 +3,769 0.69% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 552,162 53,024 1.13% 1.13% 125 +14,842 2.76% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 547,576 52,583 0.42% 0.54% 126 -563,890 -50.73% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 547,451 52,571 0.59% 0.66% 127 +54,854 11.14% Q4 2025 Feb 03, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 542,662 52,111 0.43% 0.4% 128 +32,309 6.33% Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 540,345 51,889 0.6% 0.59% 129 -8,276 -1.51% Q4 2025 Jan 21, 2026
Wilmington Savings Fund Society, FSB History Added to 531,448 51,034 1.2% 1.06% 130 +58,751 12.43% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 523,186 50,241 0.63% 0.6% 131 +32,130 6.54% Q4 2025 Feb 09, 2026
FIDUCIENT ADVISORS LLC History Reduced 523,107 50,234 6.23% 5.79% 132 -7,881 -1.48% Q4 2025 Feb 10, 2026
CIBC WORLD MARKET INC. History Reduced 518,990 49,838 0.08% 0.09% 133 -35,442 -6.39% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 515,056 49,672 0.63% 0.65% 134 -15,424 -2.91% Q4 2025 Jan 23, 2026
Fiera Capital Corp History Added to 515,371 49,491 0.16% 0.15% 135 +6,444 1.27% Q4 2025 Feb 11, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 509,258 49,097 1.45% 0.18% 136 +478,428 1551.83% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 502,488 48,761 0.08% 0.1% 137 -186,900 -27.11% Q4 2025 Jan 15, 2026
BTC Capital Management, Inc. History Added to 496,778 47,664 3.33% 3.19% 138 +1,857 0.38% Q4 2025 Jan 15, 2026
Calamos Advisors LLC History Reduced 506,000 47,245 0.18% 0.33% 139 -507,700 -50.08% Q4 2025 Jan 29, 2026
WIT, LLC History No change 491,177 47,167 0.95% 1.04% 140 0 0.0% Q4 2025 Feb 17, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 490,106 47,064 2.9% 2.9% 141 +2,949 0.61% Q4 2025 Feb 12, 2026
IFG Advisors, LLC History Added to 481,158 46,205 7.69% 7.11% 142 +14,632 3.14% Q4 2025 Jan 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 470,192 45,311 0.08% 0.09% 143 +1,040 0.22% Q4 2025 Feb 05, 2026
Redwood Investment Management, LLC History Reduced 470,377 45,170 5.08% 5.27% 144 -50,540 -9.7% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 467,574 44,901 0.6% 0.61% 145 -12,775 -2.66% Q4 2025 Jan 30, 2026
Lepercq De Neuflize Asset Management LLC History No change 466,000 44,749 25.59% 25.11% 146 0 0.0% Q4 2025 Feb 20, 2026
1ST SOURCE BANK History Reduced 465,150 44,668 2.34% 2.36% 147 -14,584 -3.04% Q4 2025 Feb 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 459,150 44,092 0.15% 0.17% 148 0 0.0% Q4 2025 Jan 15, 2026
Beacon Pointe Advisors, LLC History Added to 456,336 43,821 0.31% 0.28% 149 +107,138 30.68% Q4 2025 Feb 18, 2026
HT Partners LLC History Reduced 455,426 43,734 13.0% 13.01% 150 -281 -0.06% Q4 2025 Jan 21, 2026
Atria Investments, Inc History Added to 445,468 42,778 0.49% 0.45% 151 +21,172 4.99% Q4 2025 Feb 05, 2026
Turim 21 Investimentos Ltda. History Added to 442,127 42,457 16.39% 13.21% 152 +21,783 5.18% Q4 2025 Feb 17, 2026
MIO Partners, Inc. History New 436,400 41,907 9.43% — 153 +436,400 New Q4 2025 Jan 28, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 435,373 41,808 1.99% 1.91% 154 +14,684 3.49% Q4 2025 Jan 23, 2026
Storen Legacy Partners, LLC History New 430,985 41,387 12.98% — 155 +430,985 New Q4 2025 Mar 05, 2026
GREENLEAF TRUST History Reduced 427,611 41,063 0.38% 0.37% 156 -7,095 -1.63% Q4 2025 Jan 21, 2026
IEQ CAPITAL, LLC History Added to 425,069 40,819 0.12% 0.11% 157 +25,395 6.35% Q4 2025 Feb 13, 2026
MainStreet Investment Advisors LLC History Reduced 422,804 40,601 5.84% 5.68% 158 -29,585 -6.54% Q4 2025 Feb 10, 2026
OMERS ADMINISTRATION Corp History No change 420,175 40,328 0.29% 0.28% 159 0 0.0% Q4 2025 Feb 13, 2026
Destination Wealth Management History Added to 418,785 40,133 1.05% 1.07% 160 +1,751 0.42% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 414,957 39,848 0.45% 0.52% 161 +92,280 28.6% Q4 2025 Jan 29, 2026
MIRAE ASSET SECURITIES (USA) INC. History New 400,606 38,441 1.06% — 162 +400,606 New Q4 2025 Feb 11, 2026
Modern Wealth Management, LLC History Reduced 399,287 38,343 0.7% 0.9% 163 -87,800 -18.03% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 398,489 38,266 0.22% 0.23% 164 +3,239 0.82% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Reduced 397,387 38,161 0.26% 0.32% 165 -73,828 -15.67% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 394,436 37,877 0.53% 0.52% 166 -3,614 -0.91% Q4 2025 Feb 03, 2026
Composition Wealth, LLC History Reduced 389,626 37,415 0.54% 0.55% 167 -4,875 -1.24% Q4 2025 Feb 02, 2026
Grant Street Asset Management, Inc. History Added to 388,090 37,268 7.51% 7.32% 168 +16,868 4.54% Q4 2025 Jan 28, 2026
Keel Point, LLC History Reduced 387,824 37,242 2.24% 2.27% 169 -7,524 -1.9% Q4 2025 Feb 12, 2026
DT Investment Partners, LLC History Reduced 385,275 36,997 3.06% 3.06% 170 -1,590 -0.41% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 375,515 36,060 0.27% 0.28% 171 +744 0.2% Q4 2025 Feb 12, 2026
Coastline Trust Co History Added to 373,243 35,842 3.37% 1.63% 172 +211,037 130.1% Q4 2025 Jan 05, 2026
Checchi Capital Advisers, LLC History Reduced 371,865 35,710 1.82% 1.82% 173 -3,357 -0.89% Q4 2025 Jan 27, 2026
Curi Capital, LLC History Added to 368,638 35,400 0.61% 0.58% 174 +30,613 9.06% Q4 2025 Feb 17, 2026
State of Wyoming History Added to 367,422 35,283 3.86% 3.85% 175 +6,085 1.68% Q4 2025 Feb 11, 2026
Paulson Wealth Management Inc. History Reduced 365,411 35,090 8.11% 8.21% 176 -6,475 -1.74% Q4 2025 Feb 05, 2026
HSBC HOLDINGS PLC History Reduced 363,989 34,927 0.02% 0.09% 177 -1,405,307 -79.43% Q4 2025 Mar 20, 2026
COMMERCE BANK History Reduced 362,976 34,856 0.19% 0.19% 178 -7,286 -1.97% Q4 2025 Feb 13, 2026
Ryan Investment Management, Inc. History Reduced 361,074 34,673 19.2% 24.83% 179 -117,494 -24.55% Q4 2025 Jan 12, 2026
UNIQUE WEALTH, LLC History Reduced 349,763 33,587 4.69% 4.87% 180 -5,840 -1.64% Q4 2025 Jan 06, 2026
StoneX Group Inc. History Added to 348,324 33,452 1.45% 1.31% 181 +27,562 8.59% Q4 2025 Feb 12, 2026
CASTLEARK MANAGEMENT LLC History No change 347,580 33,378 0.98% 0.91% 182 0 0.0% Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 338,034 32,461 0.67% 1.45% 183 +247,782 274.54% Q4 2025 Feb 17, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 334,897 32,160 5.3% — 184 +334,897 New Q4 2025 Feb 18, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 331,267 31,753 0.09% 0.05% 185 +125,406 60.92% Q4 2025 Feb 13, 2026
Retirement Systems of Alabama History No change 325,864 31,292 0.1% 0.1% 186 0 0.0% Q4 2025 Jan 15, 2026
Lido Advisors, LLC History Reduced 327,665 31,051 0.09% 0.1% 187 -4,259 -1.28% Q4 2025 Feb 10, 2026
Brewster Financial Planning LLC History Added to 322,130 30,934 19.01% 18.9% 188 +288 0.09% Q4 2025 Jan 14, 2026
Summit Trail Advisors, LLC History Reduced 317,326 30,472 0.53% 0.51% 189 -74,793 -19.07% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Added to 316,469 30,390 2.48% 2.16% 190 +49,850 18.7% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 314,650 30,215 0.02% 0.02% 191 +36,406 13.08% Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Added to 312,150 29,975 0.29% 0.21% 192 +144,189 85.85% Q4 2025 Feb 10, 2026
New Harbor Financial Group, LLC History Added to 311,276 29,891 5.48% 5.67% 193 +11,463 3.82% Q4 2025 Jan 30, 2026
Verger Capital Management LLC History Added to 306,248 29,409 8.71% 8.79% 194 +16,106 5.55% Q4 2025 Feb 02, 2026
Jasper Ridge Partners, L.P. History No change 304,801 29,270 0.65% 0.64% 195 0 0.0% Q4 2025 Feb 12, 2026
Nearwater Capital Markets, Ltd History New 300,000 28,809 0.49% — 196 +300,000 New Q4 2025 Feb 17, 2026
First Pacific Financial History Added to 299,748 28,784 3.76% 3.82% 197 +5,609 1.91% Q4 2025 Jan 16, 2026
Mesirow Financial Investment Management, Inc. History Reduced 293,732 28,207 0.58% 0.59% 198 -56,555 -16.15% Q4 2025 Feb 05, 2026
COURIER CAPITAL LLC History Added to 292,200 28,059 1.58% 1.55% 199 +1,715 0.59% Q4 2025 Jan 29, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 292,159 28,056 2.28% 1.5% 200 +104,737 55.88% Q4 2025 Feb 17, 2026
Arbor Investment Advisors, LLC History Reduced 289,862 27,835 3.66% 3.58% 201 -12,518 -4.14% Q4 2025 Jan 23, 2026
Stairway Partners, LLC History Reduced 287,873 27,644 1.43% 1.51% 202 -16,862 -5.53% Q4 2025 Jan 05, 2026
Greenfield FTC, Inc. History Reduced 286,330 27,496 3.62% 7.57% 203 -124,943 -30.38% Q4 2025 Jan 14, 2026
Tanglewood Wealth Management, Inc. History Reduced 282,825 27,159 2.49% 2.52% 204 -8,019 -2.76% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Added to 282,022 27,082 0.22% 0.22% 205 +43,288 18.13% Q4 2025 Feb 17, 2026
PITTENGER & ANDERSON INC History Added to 281,749 27,056 1.04% 0.92% 206 +13,979 5.22% Q4 2025 Feb 02, 2026
D.A. DAVIDSON & CO. History Reduced 280,604 26,946 0.17% 0.21% 207 -72,464 -20.52% Q4 2025 Jan 29, 2026
Latigo Investments, LLC History No change 278,590 26,752 13.16% 13.11% 208 0 0.0% Q4 2025 Feb 17, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 277,899 26,686 7.65% 7.38% 209 +20,283 7.87% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 276,957 26,596 0.14% — 210 +276,957 New Q4 2025 Feb 18, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 276,241 26,527 0.33% 0.27% 211 +9,632 3.61% Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Reduced 275,631 26,468 0.17% 0.19% 212 -21,887 -7.36% Q4 2025 Jan 28, 2026
Allie Family Office LLC History Added to 274,457 26,356 12.31% 12.12% 213 +696 0.25% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 268,672 25,800 0.13% 0.11% 214 +81,862 43.82% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 267,400 25,678 0.04% 0.06% 215 -147,700 -35.58% Q4 2025 Feb 13, 2026
Volterra Technologies LP History Reduced 265,000 25,447 2.57% 5.76% 216 -453,800 -63.13% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 263,929 25,345 0.04% 0.01% 217 +156,141 144.86% Q4 2025 Feb 17, 2026
ARRIEN INVESTMENTS, INC. History Reduced 261,908 25,151 14.18% 14.52% 218 -3,926 -1.48% Q4 2025 Jan 30, 2026
Orion Porfolio Solutions, LLC History Reduced 259,548 24,924 0.18% 0.21% 219 -35,037 -11.89% Q4 2025 Feb 12, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Added to 257,175 24,696 2.67% 2.8% 220 +1,485 0.58% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Reduced 254,265 24,417 0.1% 0.12% 221 -33,707 -11.7% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Added to 252,716 24,268 1.44% 1.39% 222 +45 0.02% Q4 2025 Jan 29, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 252,138 24,212 0.17% 0.14% 223 +30,774 13.9% Q4 2025 Feb 17, 2026
Idaho Trust Co History Added to 251,705 24,171 8.01% 6.88% 224 +32,805 14.99% Q4 2025 Feb 05, 2026
PINKERTON WEALTH, LLC History Reduced 249,621 23,971 2.46% 2.6% 225 -9,152 -3.54% Q4 2025 Feb 06, 2026
Napier Financial, LLC History New 248,082 23,823 5.95% — 226 +248,082 New Q4 2025 Feb 11, 2026
Cornerstone Management, Inc. History Added to 246,834 23,703 3.87% 3.76% 227 +3,205 1.32% Q4 2025 Feb 06, 2026
Point72 Asset Management, L.P. History New 243,991 23,430 0.03% — 228 +243,991 New Q4 2025 Feb 17, 2026
71 West Capital Partners History New 243,835 23,415 1.08% — 229 +243,835 New Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 242,000 23,239 0.06% 0.1% 230 -174,900 -41.95% Q4 2025 Feb 17, 2026
Prosperity Planning, Inc. History Reduced 241,365 23,178 6.06% 6.23% 231 -6,124 -2.47% Q4 2025 Jan 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 241,177 23,160 0.34% 0.34% 232 -4,231 -1.72% Q4 2025 Feb 09, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 240,560 23,100 2.49% 2.36% 233 +100 0.04% Q4 2025 Feb 17, 2026
BRIGHTON JONES LLC History Added to 240,119 23,058 0.85% 0.54% 234 +779 0.33% Q4 2025 Jan 27, 2026
Portland Global Advisors LLC History Added to 238,998 22,950 2.46% 2.44% 235 +4,470 1.91% Q4 2025 Feb 10, 2026
STEPHENS INC /AR/ History Added to 238,672 22,919 0.29% 0.22% 236 +51,649 27.62% Q4 2025 Feb 05, 2026
Bleakley Financial Group, LLC History Added to 233,599 22,432 0.39% 0.37% 237 +64,031 37.76% Q4 2025 Feb 09, 2026
VESTOR CAPITAL, LLC History Reduced 11,936 22,417 1.55% 1.45% 238 -230,019 -95.07% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 228,816 21,973 0.02% — 239 +228,816 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 226,647 21,764 0.4% 0.38% 240 +6,927 3.15% Q4 2025 Feb 11, 2026
Fluent Financial, LLC History Added to 225,039 21,610 8.24% 6.07% 241 +59,019 35.55% Q4 2025 Jan 14, 2026
Steward Partners Investment Advisory, LLC History Added to 224,761 21,583 0.12% 0.12% 242 +6,021 2.75% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History Reduced 227,166 21,554 1.91% 1.97% 243 -3,456 -1.5% Q4 2025 Jan 28, 2026
CAPE ANN SAVINGS BANK History Added to 223,208 21,434 11.0% 11.04% 244 +1,690 0.76% Q4 2025 Jan 28, 2026
Midwest Trust Co History Added to 218,580 20,990 0.26% 0.27% 245 +382 0.18% Q4 2025 Feb 04, 2026
Financial & Tax Architects, LLC History Reduced 216,618 20,801 4.67% 4.9% 246 -21,024 -8.85% Q4 2025 Jan 21, 2026
MetLife Investment Management, LLC History Reduced 216,300 20,771 0.1% 0.22% 247 -273,100 -55.8% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 216,096 20,751 0.24% 0.23% 248 -5,707 -2.57% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 211,406 20,301 0.5% 0.44% 249 +26,623 14.41% Q4 2025 Jan 28, 2026
OPPENHEIMER & CO INC History Added to 209,386 20,107 0.29% 0.22% 250 +14,914 7.67% Q4 2025 Feb 02, 2026
Strategies Wealth Advisors, LLC History Reduced 209,209 20,090 2.01% 2.1% 251 -7,080 -3.27% Q4 2025 Feb 13, 2026
Waterway Wealth Management, LLC History Reduced 207,203 19,897 4.5% 4.81% 252 -63,342 -23.41% Q4 2025 Feb 17, 2026
CAMBIAR INVESTORS LLC History Added to 206,175 19,798 0.88% 0.35% 253 +123,126 148.26% Q4 2025 Jan 23, 2026
Private Advisor Group, LLC History Added to 204,233 19,612 0.09% 0.09% 254 +7,749 3.94% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 203,921 19,582 0.34% 0.03% 255 +189,113 1277.1% Q4 2025 Feb 19, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History New 201,192 19,320 0.3% — 256 +201,192 New Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 199,363 19,144 0.1% 0.13% 257 -36,751 -15.56% Q4 2025 Feb 12, 2026
Taikang Asset Management (Hong Kong) Co Ltd History Reduced 198,844 19,094 1.89% 2.69% 258 -58,699 -22.79% Q4 2025 Feb 17, 2026
Fort Point Capital Partners LLC History Added to 191,565 19,014 2.13% 2.1% 259 +654 0.34% Q4 2025 Feb 13, 2026
Heartwood Wealth Advisors LLC History Reduced 194,348 18,663 1.72% 1.72% 260 -2,529 -1.28% Q4 2025 Jan 12, 2026
Drucker Wealth 3.0, LLC History Added to 192,644 18,499 3.25% 2.99% 261 +12,514 6.95% Q4 2025 Feb 03, 2026
LMCG INVESTMENTS, LLC History Added to 192,207 18,457 1.06% 0.93% 262 +21,887 12.85% Q4 2025 Feb 03, 2026
HMS Capital Management, LLC History Added to 191,720 18,410 7.62% 7.48% 263 +1,190 0.62% Q4 2025 Jan 16, 2026
Tandem Wealth Advisors LLC History Added to 228,315 18,364 8.23% 8.19% 264 +43,705 23.67% Q4 2025 Feb 12, 2026
Caprock Group, LLC History Added to 189,857 18,231 0.39% 0.34% 265 +37,772 24.84% Q4 2025 Jan 28, 2026
Constellation Investments, Inc. History No change 188,431 18,095 0.56% 0.82% 266 0 0.0% Q4 2025 Jan 21, 2026
Fifth Third Wealth Advisors LLC History Added to 187,049 17,962 0.63% 0.63% 267 +4,297 2.35% Q4 2025 Jan 15, 2026
INTEGRITY ALLIANCE, LLC. History Added to 186,262 17,886 0.65% 0.63% 268 +41,731 28.87% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 185,319 17,796 0.05% 0.05% 269 +8,896 5.04% Q4 2025 Jan 26, 2026
IMC-Chicago, LLC History New 184,956 17,761 0.01% — 270 +184,956 New Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Added to 183,402 17,610 0.07% 0.07% 271 +5,633 3.17% Q4 2025 Feb 12, 2026
Venturi Wealth Management, LLC History Added to 180,647 17,347 0.77% 0.77% 272 +2,340 1.31% Q4 2025 Jan 22, 2026
Evercore Wealth Management, LLC History Added to 180,501 17,333 0.25% 0.24% 273 +6,294 3.61% Q4 2025 Feb 17, 2026
Aries Wealth Management History Added to 176,664 16,965 3.76% 3.46% 274 +20,135 12.86% Q4 2025 Jan 30, 2026
iA Global Asset Management Inc. History Reduced 175,994 16,901 0.22% 0.31% 275 -63,642 -26.56% Q4 2025 Feb 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 174,772 16,783 0.22% 0.21% 276 +7,554 4.52% Q4 2025 Jan 22, 2026
Quent Capital, LLC History Added to 174,458 16,753 1.21% 1.36% 277 +114 0.07% Q4 2025 Jan 29, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 174,398 16,747 0.25% 0.25% 278 -1,117 -0.64% Q4 2025 Feb 09, 2026
Pitti Group Wealth Management, LLC History Added to 174,384 16,746 13.77% 13.84% 279 +205 0.12% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 174,013 16,710 0.08% — 280 +174,013 New Q4 2025 Feb 12, 2026
Allworth Financial LP History New 173,821 16,692 0.07% — 281 +173,821 New Q4 2025 Feb 05, 2026
Ted Buchan & Co History Added to 173,417 16,653 6.11% 5.79% 282 +15,091 9.53% Q4 2025 Feb 11, 2026
Ethos Financial Group, LLC History Reduced 173,293 16,641 1.23% 1.29% 283 -2,075 -1.18% Q4 2025 Jan 20, 2026
OpenArc Corporate Advisory, LLC History New 172,841 16,597 0.27% — 284 +172,841 New Q4 2025 Feb 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 170,529 16,375 1.47% 1.44% 285 -5,448 -3.1% Q4 2025 Jan 30, 2026
SHERMAN PORFOLIOS, LLC History Added to 169,809 16,306 1.11% 3.32% 286 +70,346 70.73% Q4 2025 Feb 17, 2026
PATTON FUND MANAGEMENT, INC. History Reduced 168,876 16,217 2.17% 2.91% 287 -4,540 -2.62% Q4 2025 Jan 23, 2026
ODonnell Financial Services, LLC History Added to 168,777 16,207 5.54% 5.45% 288 +4,799 2.93% Q4 2025 Jan 29, 2026
WHITTIER TRUST CO History Added to 164,707 16,190 0.18% 0.17% 289 +6,585 4.16% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Added to 168,386 16,170 0.17% 0.17% 290 +47,419 39.2% Q4 2025 Jan 23, 2026
F/m Investments LLC History Reduced 168,222 16,154 0.61% 0.62% 291 -4,244 -2.46% Q4 2025 Feb 03, 2026
Presper Financial Architects, LLC History Added to 167,362 16,071 9.09% 8.92% 292 +2,690 1.63% Q4 2025 Feb 05, 2026
Heritage Wealth Advisors History Reduced 165,915 15,932 0.61% 0.68% 293 -44 -0.03% Q4 2025 Feb 13, 2026
Calamos Wealth Management LLC History Reduced 165,381 15,881 0.55% 0.64% 294 -24,863 -13.07% Q4 2025 Jan 29, 2026
MATHER GROUP, LLC. History Added to 164,833 15,828 0.16% 0.04% 295 +119,981 267.5% Q4 2025 Jan 13, 2026
Litman Gregory Wealth Management LLC History Reduced 164,497 15,796 1.15% 1.28% 296 -20,035 -10.86% Q4 2025 Feb 12, 2026
Hilltop National Bank History Added to 163,861 15,735 3.8% 3.7% 297 +2,749 1.71% Q4 2025 Jan 07, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 162,689 15,623 6.12% 6.14% 298 -3,161 -1.91% Q4 2025 Jan 07, 2026
Hills Bank & Trust Co History Reduced 160,540 15,416 0.9% 0.95% 299 -12,615 -7.29% Q4 2025 Feb 05, 2026
Yeomans Consulting Group, Inc. History Added to 160,433 15,406 4.51% 5.18% 300 +1,062 0.67% Q4 2025 Jan 07, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 157,858 15,159 0.83% 0.85% 301 -3,400 -2.11% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 157,741 15,147 1.13% 1.11% 303 +3,386 2.19% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 157,740 15,147 0.2% 0.22% 302 +728 0.46% Q4 2025 Feb 13, 2026
Darwin Wealth Management, LLC History Added to 157,367 15,111 4.69% 4.55% 304 +4,040 2.63% Q4 2025 Jan 22, 2026
ANB BANK History Added to 156,123 14,992 5.95% 5.73% 305 +4,738 3.13% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 155,800 14,961 0.02% 0.02% 306 +10,600 7.3% Q4 2025 Feb 12, 2026
Corundum Group, Inc. History Added to 155,518 14,934 5.01% 4.93% 307 +26,967 20.98% Q4 2025 Jan 12, 2026
STRS OHIO History Added to 154,237 14,811 0.06% 0.02% 308 +96,782 168.45% Q4 2025 Feb 02, 2026
Nuveen, LLC History Added to 154,038 14,792 0.0% 0.0% 309 +55,692 56.63% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 153,377 14,728 0.54% 0.56% 310 +2,714 1.8% Q4 2025 Feb 06, 2026
IHT Wealth Management, LLC History Reduced 153,328 14,724 0.36% 0.46% 311 -41,461 -21.29% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 153,132 14,705 0.33% 0.37% 312 +1,868 1.23% Q4 2025 Feb 06, 2026
MARTIN & CO INC /TN/ History Added to 152,905 14,683 2.52% 2.46% 313 +4,686 3.16% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 151,000 14,500 0.02% 0.03% 314 0 0.0% Q4 2025 Feb 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 150,923 14,493 0.08% 0.12% 315 -66,317 -30.53% Q4 2025 Feb 13, 2026
Wealth Advisory Solutions, LLC History Added to 150,470 14,449 3.37% 3.39% 316 +432 0.29% Q4 2025 Jan 16, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 146,873 14,437 0.3% 0.3% 317 -1,500 -1.01% Q4 2025 Jan 26, 2026
Envestnet Portfolio Solutions, Inc. History Added to 149,174 14,325 0.05% 0.05% 318 +4,489 3.1% Q4 2025 Feb 06, 2026
Diversified Trust Co History Added to 148,792 14,288 0.26% 0.27% 319 +2,109 1.44% Q4 2025 Jan 09, 2026
Royal Fund Management, LLC History New 147,893 14,202 1.29% — 320 +147,893 New Q4 2025 Jan 15, 2026
Shulman DeMeo Asset Management LLC History Added to 147,434 14,158 3.21% 3.16% 321 +171 0.12% Q4 2025 Jan 14, 2026
TCTC Holdings, LLC History Added to 145,959 14,016 0.42% 0.4% 322 +820 0.56% Q4 2025 Feb 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 145,228 13,946 0.16% 0.15% 323 +8,669 6.35% Q4 2025 Feb 02, 2026
RWA WEALTH PARTNERS, LLC History Added to 144,995 13,923 0.15% 0.14% 324 +8,302 6.07% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Added to 144,709 13,896 0.16% 0.14% 325 +20,899 16.88% Q4 2025 Jan 20, 2026
Perigon Wealth Management, LLC History Added to 144,452 13,871 0.25% 0.27% 326 +201 0.14% Q4 2025 Jan 16, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 144,379 13,861 0.02% 0.02% 327 +22,453 18.42% Q4 2025 Feb 10, 2026
DIVERSIFIED MANAGEMENT INC History New 144,092 13,837 3.23% — 328 +144,092 New Q4 2025 Jan 26, 2026
ELEVATUS WELATH MANAGEMENT History Reduced 143,947 13,823 3.78% 3.96% 329 -2,997 -2.04% Q4 2025 Jan 14, 2026
RVW Wealth, LLC History Reduced 142,770 13,710 1.05% 1.09% 330 -6,248 -4.19% Q4 2025 Jan 12, 2026
SteelPeak Wealth, LLC History Added to 142,771 13,710 0.45% 0.43% 331 +5,835 4.26% Q4 2025 Jan 20, 2026
LWM ADVISORS INC History Reduced 142,369 13,671 12.02% 11.98% 332 -532 -0.37% Q4 2025 Jan 09, 2026
Brickley Wealth Management History No change 141,392 13,577 2.29% 2.3% 333 0 0.0% Q4 2025 Jan 29, 2026
MCF Advisors LLC History Reduced 140,982 13,538 0.75% 0.86% 334 -8,470 -5.67% Q4 2025 Feb 11, 2026
WATERS PARKERSON & CO., LLC History Added to 140,790 13,520 0.66% 0.64% 335 +372 0.26% Q4 2025 Feb 12, 2026
EQ LLC History Added to 139,465 13,392 3.86% 2.93% 336 +47,079 50.96% Q4 2025 Feb 10, 2026
Noble Family Wealth, LLC History Added to 139,192 13,366 2.82% 2.86% 337 +110 0.08% Q4 2025 Jan 07, 2026
Csenge Advisory Group History Added to 136,516 13,109 0.59% 0.41% 338 +44,467 48.31% Q4 2025 Feb 06, 2026
Chesley Taft & Associates LLC History Added to 135,818 13,042 0.51% 0.48% 339 +15,400 12.79% Q4 2025 Jan 14, 2026
VANGUARD GROUP INC History Added to 135,292 12,992 0.0% 0.0% 340 +1,006 0.75% Q4 2025 Jan 29, 2026
Harvest Investment Advisors, LLC History New 135,012 12,965 7.35% — 341 +135,012 New Q4 2025 Feb 17, 2026
Baker Avenue Asset Management, LP History Added to 134,891 12,953 0.3% 0.3% 342 +507 0.38% Q4 2025 Feb 10, 2026
GLOBALT Investments LLC / GA History Reduced 133,856 12,854 0.47% 0.46% 343 -167 -0.12% Q4 2025 Feb 06, 2026
Spire Wealth Management History Reduced 133,051 12,776 0.43% 0.44% 344 -4,481 -3.26% Q4 2025 Jan 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 132,965 12,768 0.19% 0.17% 345 +12,688 10.55% Q4 2025 Feb 12, 2026
WESBANCO BANK INC History Reduced 132,220 12,697 0.35% 0.34% 346 -40 -0.03% Q4 2025 Feb 03, 2026
Antonelli Financial Advisors, LLC History Added to 131,715 12,649 8.32% 7.29% 347 +16,801 14.62% Q4 2025 Jan 27, 2026
Sterling Group Wealth Management, LLC History Reduced 131,314 12,610 6.1% 6.89% 348 -17,619 -11.83% Q4 2025 Jan 27, 2026
SNS Financial Group, LLC History Reduced 130,377 12,520 1.08% 1.08% 349 -2,660 -2.0% Q4 2025 Feb 02, 2026
PARK AVENUE SECURITIES LLC History Added to 129,646 12,450 0.11% 0.09% 350 +1,841 1.44% Q4 2025 Jan 05, 2026
J.W. COLE ADVISORS, INC. History Added to 153,470 12,370 0.3% 0.27% 351 +2,873 1.91% Q4 2025 Feb 11, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 127,084 12,203 2.53% 2.72% 352 +1,194 0.95% Q4 2025 Feb 10, 2026
Oldfather Financial Services, LLC History Added to 126,608 12,158 3.62% 3.56% 353 +4,157 3.39% Q4 2025 Jan 16, 2026
Advisory Services Network, LLC History Added to 126,097 12,109 0.17% 0.1% 354 +52,338 70.96% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Reduced 125,624 12,063 0.36% 0.39% 355 -9,113 -6.76% Q4 2025 Jan 23, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 125,460 12,047 0.88% 0.6% 356 +43,404 52.9% Q4 2025 Feb 09, 2026
AMARILLO NATIONAL BANK History Reduced 125,364 12,038 2.11% 2.19% 357 -7,880 -5.91% Q4 2025 Jan 28, 2026
AVITY INVESTMENT MANAGEMENT INC. History Added to 125,351 12,037 0.84% 0.74% 358 +12,548 11.12% Q4 2025 Jan 13, 2026
St. Louis Trust Co History Added to 125,157 12,018 1.38% 1.27% 359 +16,334 15.01% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 124,990 12,002 0.04% 0.05% 360 +6,384 5.38% Q4 2025 Feb 18, 2026
Farmers & Merchants Trust Co of Long Beach History Added to 124,693 11,974 2.73% 2.46% 361 +190 0.15% Q4 2025 Jan 29, 2026
COREPATH WEALTH PARTNERS LLC History Added to 120,315 11,960 8.02% 8.07% 362 +3,606 3.09% Q4 2025 Jan 15, 2026
NOMURA HOLDINGS INC History Reduced 124,000 11,907 0.02% 0.03% 363 -50,000 -28.74% Q4 2025 Feb 17, 2026
CONNING INC. History Reduced 123,788 11,887 0.4% 0.39% 364 -2,308 -1.83% Q4 2025 Feb 05, 2026
Gray Private Wealth, LLC History Added to 123,517 11,861 5.79% 5.43% 365 +8,270 7.18% Q4 2025 Feb 04, 2026
Independence Bank of Kentucky History Reduced 122,426 11,756 1.46% 1.48% 366 -528 -0.43% Q4 2025 Jan 20, 2026
Mill Creek Capital Advisors, LLC History Added to 122,365 11,750 0.24% 0.23% 367 +648 0.53% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 122,318 11,746 0.23% 0.23% 368 +4,002 3.38% Q4 2025 Jan 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 122,231 11,737 0.38% 0.2% 369 +58,411 91.52% Q4 2025 Feb 13, 2026
LGL PARTNERS, LLC History Added to 121,596 11,676 4.98% 4.76% 370 +1,904 1.59% Q4 2025 Feb 09, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Added to 121,352 11,653 4.9% 4.65% 371 +7,253 6.36% Q4 2025 Feb 12, 2026
NEPC LLC History Added to 121,179 11,636 0.25% 0.29% 372 +1,803 1.51% Q4 2025 Feb 17, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 120,759 11,596 2.43% 2.48% 373 0 0.0% Q4 2025 Jan 07, 2026
Crestwood Advisors Group, LLC History Added to 120,644 11,585 0.19% 0.19% 374 +1,102 0.92% Q4 2025 Feb 03, 2026
Torrey-Payne Wealth Management, LLC History New 114,828 11,536 10.34% — 375 +114,828 New Q4 2025 Feb 19, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 119,959 11,519 0.15% 0.13% 376 +14,152 13.38% Q4 2025 Feb 09, 2026
Tidal Investments LLC History Added to 119,809 11,505 0.03% 0.0% 377 +111,543 1349.42% Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 119,137 11,440 0.43% 0.49% 378 -11,614 -8.88% Q4 2025 Feb 13, 2026
American Alpha Advisors, LLC History Added to 118,788 11,407 6.74% 7.67% 379 +278 0.23% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 118,770 11,405 0.01% 0.01% 380 -51,717 -30.33% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 118,504 11,379 0.07% 0.06% 381 +35,166 42.2% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Reduced 118,126 11,343 0.06% 0.07% 382 -14,858 -11.17% Q4 2025 Jan 12, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 117,987 11,330 1.59% 1.46% 383 +9,555 8.81% Q4 2025 Feb 17, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 116,347 11,172 3.39% 3.18% 384 0 0.0% Q4 2025 Feb 12, 2026
Mechanics Financial Corp History Reduced 115,997 11,139 4.11% 4.11% 385 -85 -0.07% Q4 2025 Jan 22, 2026
Canton Hathaway, LLC History No change 115,649 11,105 2.14% 2.07% 386 0 0.0% Q4 2025 Jan 21, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 115,612 11,102 5.98% 5.87% 387 +5,852 5.33% Q4 2025 Jan 29, 2026
AUA CAPITAL MANAGEMENT, LLC History Added to 114,172 10,963 5.5% 5.89% 388 +1,769 1.57% Q4 2025 Jan 23, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 113,023 10,853 0.1% 0.1% 389 -2,000 -1.74% Q4 2025 Feb 03, 2026
Simmons Bank History Reduced 112,918 10,843 0.73% 0.73% 390 -4,302 -3.67% Q4 2025 Feb 05, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 112,807 10,833 0.32% 0.32% 391 -2,129 -1.85% Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History Reduced 112,440 10,797 0.01% 0.06% 392 -564,060 -83.38% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History Added to 112,429 10,796 1.17% 1.21% 393 +2,743 2.5% Q4 2025 Feb 10, 2026
WASHINGTON TRUST Co History Reduced 112,113 10,766 0.35% 0.35% 394 -1,101 -0.97% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 111,379 10,695 0.57% 0.51% 395 +14,902 15.45% Q4 2025 Jan 20, 2026
Financial Enhancement Group LLC History Reduced 106,493 10,546 1.37% 1.37% 396 -1,180 -1.1% Q4 2025 Jan 23, 2026
One Capital Management, LLC History Reduced 109,772 10,541 0.32% 0.36% 397 -9,902 -8.27% Q4 2025 Feb 10, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 107,487 10,535 0.12% 0.07% 398 +39,482 58.06% Q4 2025 Jan 21, 2026
Quantinno Capital Management LP History Added to 109,634 10,528 0.02% 0.01% 399 +79,618 265.25% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 109,628 10,527 0.2% 0.11% 400 +62,122 130.77% Q4 2025 Feb 13, 2026
Select Asset Management & Trust History Reduced 108,608 10,430 3.24% 5.05% 401 -67,046 -38.17% Q4 2025 Feb 10, 2026
Heritage Family Offices, LLP History Added to 108,143 10,384 4.72% 4.61% 402 +2,019 1.9% Q4 2025 Jan 12, 2026
Sage Financial Management Group, Inc. History Reduced 107,360 10,309 3.15% 3.24% 403 -1,316 -1.21% Q4 2025 Feb 05, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 107,027 10,277 4.49% 3.8% 404 +16,568 18.32% Q4 2025 Feb 05, 2026
Granby Capital Management, LLC History No change 107,000 10,269 5.48% 5.3% 405 0 0.0% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Reduced 106,632 10,239 0.33% 0.34% 406 -820 -0.76% Q4 2025 Feb 13, 2026
Ascent Group, LLC History Reduced 106,575 10,234 0.35% 0.36% 407 -2,602 -2.38% Q4 2025 Jan 20, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 106,034 10,182 0.82% 0.81% 408 +6,718 6.76% Q4 2025 Feb 12, 2026
Madden Advisory Services, Inc. History Added to 104,903 10,073 4.05% 3.75% 409 +1,128 1.09% Q4 2025 Feb 11, 2026
Citizens Business Bank History Added to 104,444 10,029 1.66% 1.62% 410 +216 0.21% Q4 2025 Feb 02, 2026
FULTON BANK, N.A. History Added to 103,767 9,964 0.34% 0.34% 411 +621 0.6% Q4 2025 Jan 08, 2026
CREDIT AGRICOLE S A History Reduced 103,196 9,909 0.02% 0.03% 412 -26,659 -20.53% Q4 2025 Feb 17, 2026
NIXON PEABODY TRUST CO History Reduced 103,129 9,903 0.75% 0.71% 413 -1,121 -1.08% Q4 2025 Feb 06, 2026
ARVEST INVESTMENTS, INC. History Reduced 102,470 9,840 1.38% 1.39% 414 -1,536 -1.48% Q4 2025 Jan 20, 2026
Maryland State Retirement & Pension System History Added to 102,433 9,836 0.2% 0.14% 415 +31,936 45.3% Q4 2025 Feb 17, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 102,083 9,803 1.87% 1.88% 416 -1,570 -1.51% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 101,529 9,749 0.01% 0.01% 417 -13,273 -11.56% Q4 2025 Feb 13, 2026
HORIZON BANCORP INC /IN/ History Reduced 100,066 9,609 4.68% 4.6% 418 -3,124 -3.03% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Added to 99,982 9,601 0.04% 0.04% 420 +3,108 3.21% Q4 2025 Feb 12, 2026
Procyon Advisors, LLC History Reduced 99,985 9,601 0.47% 0.56% 419 -863 -0.86% Q4 2025 Jan 07, 2026
First Financial Bank - Trust Division History Reduced 99,910 9,594 0.79% 0.82% 421 -3,210 -3.11% Q4 2025 Jan 02, 2026
Grove Bank & Trust History Added to 99,878 9,591 1.08% 1.04% 422 +4,276 4.47% Q4 2025 Jan 08, 2026
Pinnacle Family Advisors, LLC History Reduced 99,712 9,575 4.21% 4.72% 423 -16,154 -13.94% Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Reduced 99,643 9,568 1.74% 0.15% 424 -1,952 -1.92% Q4 2025 Mar 04, 2026
Ashton Thomas Private Wealth, LLC History Reduced 99,335 9,539 0.23% 0.24% 425 -321 -0.32% Q4 2025 Jan 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 99,272 9,533 0.23% 0.23% 426 -491 -0.49% Q4 2025 Feb 03, 2026
Sincerus Advisory, LLC History Added to 99,213 9,527 7.66% 7.5% 427 +5,381 5.73% Q4 2025 Jan 08, 2026
Summit Financial, LLC History Added to 98,618 9,470 0.14% 0.14% 428 +562 0.57% Q4 2025 Feb 13, 2026
Orin Green Financial, LLC History Reduced 97,930 9,404 3.76% 3.85% 429 -5,175 -5.02% Q4 2025 Feb 06, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Reduced 97,867 9,398 2.21% 2.25% 430 -284 -0.29% Q4 2025 Feb 02, 2026
ARCADIA INVESTMENT ADVISORS LLC History Added to 97,369 9,350 4.35% 3.98% 431 +9,575 10.91% Q4 2025 Jan 15, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 97,344 9,347 2.35% 2.18% 432 -4,343 -4.27% Q4 2025 Feb 06, 2026
CENTRAL BANK & TRUST CO History Reduced 97,015 9,316 1.44% 1.5% 433 -5,061 -4.96% Q4 2025 Jan 09, 2026
United Community Bank History Reduced 96,617 9,278 3.51% 2.86% 434 -2,307 -2.33% Q4 2025 Jan 30, 2026
BOK Financial Private Wealth, Inc. History Reduced 96,134 9,231 0.56% 0.57% 435 -58 -0.06% Q4 2025 Feb 06, 2026
Provenance Wealth Advisors, LLC History Reduced 96,048 9,223 1.02% 1.32% 436 -13,708 -12.49% Q4 2025 Jan 26, 2026
Resolute Advisors LLC History Added to 95,895 9,208 3.0% 2.29% 437 +458 0.48% Q4 2025 Feb 11, 2026
Integrated Advisors Network LLC History Reduced 95,717 9,191 0.41% 0.43% 438 -13,018 -11.97% Q4 2025 Feb 17, 2026
Capital Advantage, Inc. History Added to 95,296 9,151 1.23% 1.28% 439 +3,835 4.19% Q4 2025 Jan 07, 2026
Prism Advisors, Inc. History Reduced 93,521 8,980 2.39% 2.38% 440 -1,015 -1.07% Q4 2025 Jan 23, 2026
Atlantic Union Bankshares Corp History Reduced 93,441 8,973 0.17% 0.17% 441 -1,684 -1.77% Q4 2025 Feb 04, 2026
CreativeOne Wealth, LLC History Added to 92,908 8,921 0.22% 0.19% 442 +11,058 13.51% Q4 2025 Feb 13, 2026
Tolleson Wealth Management, Inc. History Reduced 92,695 8,901 1.29% 1.4% 443 -4,124 -4.26% Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 91,965 8,831 0.89% 0.89% 444 +766 0.84% Q4 2025 Jan 27, 2026
Bank of Jackson Hole Trust History Added to 91,811 8,816 4.18% 4.29% 445 +85 0.09% Q4 2025 Feb 12, 2026
FIRST HAWAIIAN BANK History Reduced 91,710 8,806 1.17% 1.1% 446 -192 -0.21% Q4 2025 Jan 05, 2026
Blankinship & Foster, LLC History Reduced 91,639 8,800 1.9% 1.9% 447 -1,466 -1.57% Q4 2025 Jan 23, 2026
Callan Family Office, LLC History Added to 90,346 8,675 0.19% 0.2% 448 +22,000 32.19% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 90,239 8,665 0.23% 0.25% 449 +2,295 2.61% Q4 2025 Feb 02, 2026
Whitegate Investment Counselors, Inc. History Reduced 89,813 8,624 2.69% 2.83% 450 -2,430 -2.63% Q4 2025 Feb 10, 2026
4Thought Financial Group Inc. History Added to 89,494 8,594 4.26% 4.12% 451 +2,222 2.55% Q4 2025 Jan 29, 2026
Chicago Partners Investment Group LLC History Reduced 85,588 8,556 0.21% 0.22% 452 -2,605 -2.95% Q4 2025 Jan 28, 2026
Gotham Asset Management, LLC History No change 89,045 8,550 0.03% 0.04% 453 0 0.0% Q4 2025 Feb 17, 2026
Advisors Preferred, LLC History New 87,970 8,536 1.39% — 454 +87,970 New Q4 2025 Feb 02, 2026
Ironwood Financial, llc History Reduced 84,538 8,403 1.43% 1.47% 455 -4,172 -4.7% Q4 2025 Jan 15, 2026
Summit Asset Management, LLC History Added to 86,179 8,275 1.17% 1.23% 456 +243 0.28% Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 85,127 8,174 0.14% 0.14% 457 -301 -0.35% Q4 2025 Jan 28, 2026
Crewe Advisors LLC History Reduced 85,022 8,164 0.72% 0.76% 458 -13 -0.02% Q4 2025 Jan 16, 2026
Sequoia Financial Advisors, LLC History Added to 84,535 8,117 0.05% 0.04% 459 +14,492 20.69% Q4 2025 Feb 03, 2026
Glen Eagle Advisors, LLC History Added to 84,297 8,095 1.1% 1.0% 460 +7,095 9.19% Q4 2025 Feb 13, 2026
FIRST NATIONAL TRUST CO History Reduced 83,923 8,059 0.27% 0.27% 461 -491 -0.58% Q4 2025 Feb 09, 2026
ASPIRIANT, LLC History Added to 83,671 8,034 0.23% 0.14% 462 +34,474 70.07% Q4 2025 Jan 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 83,516 8,020 0.15% 0.15% 463 +3,127 3.89% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 83,400 8,008 0.01% 0.0% 464 +76,800 1163.64% Q4 2025 Feb 17, 2026
Capital Wealth Planning, LLC History Added to 83,208 7,990 0.05% 0.05% 465 +3,743 4.71% Q4 2025 Feb 11, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 83,004 7,970 0.11% 6.12% 466 -4,876,663 -98.33% Q4 2025 Feb 13, 2026
CONNORS INVESTOR SERVICES INC History Added to 82,411 7,909 0.68% 0.62% 467 +4,083 5.21% Q4 2025 Feb 09, 2026
CITY HOLDING CO History Added to 81,259 7,803 0.96% 0.89% 468 +5,211 6.85% Q4 2025 Jan 22, 2026
Foundation Wealth Management, LLC\PA History Added to 80,690 7,748 2.81% 2.88% 469 +966 1.21% Q4 2025 Jan 15, 2026
First Heartland Consultants, Inc. History Reduced 80,514 7,731 0.59% 0.81% 470 -26,396 -24.69% Q4 2025 Jan 09, 2026
Cooke Wealth Management, LLC History New 77,583 7,703 6.72% — 471 +77,583 New Q4 2025 Jan 21, 2026
URS Advisory LLC History New 79,570 7,641 6.35% — 472 +79,570 New Q4 2025 Feb 17, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 79,436 7,628 1.15% 1.04% 473 +7,727 10.78% Q4 2025 Jan 21, 2026
Ellis Investment Partners, LLC History Added to 79,368 7,621 1.33% 1.28% 474 +3,191 4.19% Q4 2025 Feb 02, 2026
Brio Consultants, LLC History Added to 79,325 7,617 0.99% 0.98% 475 +3,196 4.2% Q4 2025 Feb 04, 2026
First Citizens Financial Corp History Reduced 79,329 7,617 3.76% 3.77% 476 -2,277 -2.79% Q4 2025 Jan 06, 2026
Bolthouse Investments, LLC History No change 78,921 7,578 6.74% 6.68% 477 0 0.0% Q4 2025 Jan 27, 2026
Vestmark Advisory Solutions, Inc. History Added to 78,817 7,568 0.1% 0.03% 479 +60,312 325.92% Q4 2025 Feb 06, 2026
CROBAN History Added to 78,816 7,568 3.65% 2.74% 478 +34,702 78.66% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History New 78,641 7,551 0.01% — 480 +78,641 New Q4 2025 Feb 11, 2026
Chevy Chase Trust Holdings, LLC History Reduced 78,427 7,531 0.02% 0.02% 481 -601 -0.76% Q4 2025 Feb 13, 2026
Birch Hill Investment Advisors LLC History Added to 78,252 7,514 0.31% 0.31% 482 +765 0.99% Q4 2025 Jan 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 78,032 7,493 0.56% 0.57% 483 +3,727 5.02% Q4 2025 Jan 07, 2026
CANADA LIFE ASSURANCE Co History Added to 77,739 7,470 0.01% 0.01% 484 +17,938 30.0% Q4 2025 Feb 13, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 77,589 7,450 0.14% 0.14% 485 -404 -0.52% Q4 2025 Feb 10, 2026
Audent Global Asset Management, LLC History Added to 77,529 7,445 4.71% 4.77% 486 +7,305 10.4% Q4 2025 Mar 10, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 77,336 7,426 0.78% 0.84% 487 +500 0.65% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Reduced 77,041 7,398 0.48% 0.47% 488 -14 -0.02% Q4 2025 Jan 23, 2026
New England Private Wealth Advisors LLC History Added to 76,552 7,351 0.92% 0.93% 489 +1,330 1.77% Q4 2025 Feb 13, 2026
LCM Capital Management Inc History Reduced 76,131 7,310 3.53% 3.48% 490 -1,584 -2.04% Q4 2025 Jan 29, 2026
Summit Financial Consulting LLC History Added to 75,995 7,297 5.3% 5.08% 491 +7,843 11.51% Q4 2025 Jan 23, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 75,817 7,280 0.15% 0.15% 492 +45 0.06% Q4 2025 Feb 12, 2026
SYKON CAPITAL LLC History Added to 75,603 7,260 2.33% 2.33% 493 +806 1.08% Q4 2025 Feb 12, 2026
Chesapeake Wealth Management History Added to 75,599 7,259 2.16% 2.12% 494 +1,095 1.47% Q4 2025 Feb 03, 2026
IMA Advisory Services, Inc. History Reduced 75,585 7,258 0.7% 0.8% 495 -9,828 -11.51% Q4 2025 Feb 11, 2026
Rakuten Investment Management, Inc. History No change 77,944 7,248 0.02% 0.03% 496 0 0.0% Q4 2025 Feb 17, 2026
Baron Financial Group, LLC History Reduced 75,230 7,224 3.87% 3.85% 497 -134 -0.18% Q4 2025 Jan 09, 2026
SAX WEALTH ADVISORS, LLC History Added to 74,671 7,170 0.34% 0.11% 498 +53,159 247.11% Q4 2025 Jan 12, 2026
ERn Financial, LLC History Added to 74,021 7,108 1.34% 1.31% 499 +2,765 3.88% Q4 2025 Jan 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 73,553 7,063 0.09% 0.09% 500 +583 0.8% Q4 2025 Feb 10, 2026
Argent Trust Co History Reduced 73,368 7,045 0.24% 0.25% 501 -1,024 -1.38% Q4 2025 Feb 10, 2026
Bryn Mawr Trust Advisors, LLC History Added to 73,190 7,028 0.34% 0.23% 502 +22,561 44.56% Q4 2025 Feb 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 72,648 6,976 0.45% 0.45% 503 -1,116 -1.51% Q4 2025 Jan 26, 2026
Parkway Wealth Management Group, LLC History New 72,328 6,945 0.93% — 504 +72,328 New Q4 2025 Feb 10, 2026
CARDIFF PARK ADVISORS, LLC History Added to 72,263 6,939 0.57% 0.51% 505 +481 0.67% Q4 2025 Feb 17, 2026
SUN LIFE FINANCIAL INC History Added to 72,172 6,931 0.36% 0.23% 506 +24,910 52.71% Q4 2025 Feb 12, 2026
Caerus Investment Advisors, LLC History Reduced 71,529 6,868 2.22% 2.91% 507 -4,658 -6.11% Q4 2025 Feb 12, 2026
Powell Investment Advisors, LLC History Reduced 71,404 6,856 2.36% 2.34% 508 -282 -0.39% Q4 2025 Feb 09, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 71,391 6,855 0.75% 0.94% 509 -21,004 -22.73% Q4 2025 Jan 29, 2026
Sepio Capital, LP History Added to 71,372 6,853 0.38% 0.39% 510 +321 0.45% Q4 2025 Feb 12, 2026
Fund Evaluation Group, LLC History Reduced 71,049 6,835 0.23% 0.26% 511 -6,263 -8.1% Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Added to 71,050 6,822 0.25% 0.15% 512 +29,490 70.96% Q4 2025 Jan 21, 2026
Compound Planning, Inc. History Reduced 70,866 6,805 0.2% 0.22% 513 -2,155 -2.95% Q4 2025 Feb 19, 2026
NORTH DALLAS BANK & TRUST CO History New 70,556 6,775 4.42% — 514 +70,556 New Q4 2025 Feb 11, 2026
Sharp Wealth Advisory, LLC History Added to 70,203 6,741 3.39% 3.38% 515 +3,708 5.58% Q4 2025 Jan 16, 2026
Prospera Financial Services Inc History Reduced 69,839 6,708 0.11% 0.12% 516 -6,551 -8.58% Q4 2025 Feb 09, 2026
McKinley Carter Wealth Services, Inc. History Reduced 69,660 6,689 0.37% 0.36% 517 -4,300 -5.81% Q4 2025 Feb 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 69,572 6,680 0.37% 0.05% 518 +60,423 660.43% Q4 2025 Feb 17, 2026
Cadence Bank History Reduced 69,369 6,661 0.39% 0.39% 519 -231 -0.33% Q4 2025 Jan 30, 2026
First Western Trust Bank History Reduced 68,811 6,607 0.32% 0.32% 520 -5,196 -7.02% Q4 2025 Feb 12, 2026
GreatBanc Trust CO History Reduced 68,800 6,606 4.65% 4.44% 521 -700 -1.01% Q4 2025 Feb 12, 2026
All Terrain Financial Advisors, LLC History Added to 68,596 6,587 1.52% 1.2% 522 +17,245 33.58% Q4 2025 Feb 11, 2026
SVB WEALTH LLC History Added to 67,983 6,528 0.38% 0.34% 523 +16 0.02% Q4 2025 Feb 04, 2026
DELTA FINANCIAL ADVISORS LLC History Reduced 67,348 6,467 1.68% 1.78% 524 -176 -0.26% Q4 2025 Feb 06, 2026
MGO ONE SEVEN LLC History Added to 67,242 6,457 0.13% 0.13% 525 +5,853 9.53% Q4 2025 Feb 03, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 67,226 6,456 3.55% 3.94% 526 -10,188 -13.16% Q4 2025 Jan 02, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 67,126 6,446 0.08% 0.07% 527 +7,245 12.1% Q4 2025 Feb 13, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 66,726 6,407 0.24% 0.13% 528 +30,510 84.24% Q4 2025 Feb 13, 2026
Camarda Financial Advisors, LLC History Reduced 66,521 6,388 2.43% 2.7% 529 -11,904 -15.18% Q4 2025 Feb 17, 2026
Lake Hills Wealth Management, LLC History New 66,066 6,344 3.31% — 530 +66,066 New Q4 2025 Jan 07, 2026
Weaver Capital Management LLC History Reduced 66,020 6,339 1.34% 2.14% 531 -39,678 -37.54% Q4 2025 Jan 22, 2026
Pathway Financial Advisors LLC History Reduced 64,356 6,326 0.79% 0.8% 532 -10 -0.02% Q4 2025 Jan 14, 2026
Neuberger Berman Group LLC History Added to 65,805 6,319 0.0% 0.0% 533 +6,151 10.31% Q4 2025 Feb 13, 2026
Paragon Capital Management Ltd History Added to 65,414 6,281 1.25% 1.13% 534 +898 1.39% Q4 2025 Jan 22, 2026
World Investment Advisors History Added to 64,717 6,214 0.1% 0.12% 535 +3,138 5.1% Q4 2025 Mar 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 64,217 6,166 0.15% 0.08% 536 +29,686 85.97% Q4 2025 Feb 09, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 64,181 6,163 4.21% 4.33% 537 +1,965 3.16% Q4 2025 Feb 05, 2026
NICOLET BANKSHARES INC History Reduced 63,912 6,137 0.98% 1.01% 538 -3,344 -4.97% Q4 2025 Feb 09, 2026
FOSTER & MOTLEY INC History Reduced 63,794 6,126 0.33% 0.64% 539 -64,092 -50.12% Q4 2025 Jan 15, 2026
SEI INVESTMENTS CO History Reduced 63,732 6,120 0.01% 0.01% 540 -6,317 -9.02% Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History Added to 63,582 6,105 0.36% 0.3% 541 +9,038 16.57% Q4 2025 Feb 03, 2026
Aaron Wealth Advisors LLC History Reduced 63,299 6,078 0.33% 0.35% 542 -34 -0.05% Q4 2025 Jan 21, 2026
Parisi Gray Wealth Management History Added to 62,920 6,042 1.37% 1.52% 543 +491 0.79% Q4 2025 Jan 07, 2026
Cedar Mountain Advisors, LLC History Reduced 62,922 6,042 1.17% 1.14% 544 -38 -0.06% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 62,867 6,037 0.07% 0.07% 545 +4,763 8.2% Q4 2025 Jan 29, 2026
Genesis Financial Group, LLC History New 62,802 6,030 3.5% — 546 +62,802 New Q4 2025 Jan 16, 2026
Richard W. Paul & Associates, LLC History Added to 62,630 6,014 2.0% 1.99% 547 +48 0.08% Q4 2025 Feb 12, 2026
Midwest Professional Planners, LTD. History Reduced 62,406 5,992 1.42% 1.65% 548 -9,973 -13.78% Q4 2025 Feb 06, 2026
Connecticut Wealth Management, LLC History Reduced 62,388 5,991 0.26% 0.29% 549 -8,242 -11.67% Q4 2025 Feb 12, 2026
Arcataur Capital Management LLC History Reduced 61,678 5,922 1.7% 1.71% 550 -610 -0.98% Q4 2025 Jan 27, 2026
RMR Wealth Builders History Added to 61,557 5,911 0.47% 0.48% 551 +274 0.45% Q4 2025 Jan 29, 2026
Avidian Wealth Enterprises, LLC History Added to 61,528 5,908 0.22% 0.21% 552 +991 1.64% Q4 2025 Feb 02, 2026
Providence First Trust Co History Added to 61,338 5,890 2.04% 1.82% 553 +5,033 8.94% Q4 2025 Feb 03, 2026
Hilltop Holdings Inc. History Added to 61,306 5,887 0.35% 0.3% 554 +928 1.54% Q4 2025 Feb 17, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 61,180 5,875 0.66% 0.67% 555 +462 0.76% Q4 2025 Feb 12, 2026
Johnson Financial Group, Inc. History Added to 60,736 5,832 0.22% 0.2% 556 +4,372 7.76% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 60,694 5,828 0.0% 0.0% 557 +54,333 854.16% Q4 2025 Feb 19, 2026
Dynamic Wealth Strategies, LLC History Reduced 60,358 5,796 3.45% 3.77% 558 -162 -0.27% Q4 2025 Feb 04, 2026
Endowment Wealth Management, Inc. History Added to 59,793 5,741 2.64% 1.56% 559 +22,976 62.41% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History Added to 59,360 5,700 0.15% 0.15% 560 +2,115 3.69% Q4 2025 Feb 17, 2026
WEBSTER BANK, N. A. History Reduced 59,299 5,694 0.53% 0.53% 561 -74 -0.12% Q4 2025 Jan 23, 2026
Ramsay, Stattman, Vela & Price, Inc. History Reduced 59,075 5,672 1.02% 1.07% 562 -4,667 -7.32% Q4 2025 Jan 23, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 58,843 5,650 0.92% 0.96% 563 0 0.0% Q4 2025 Feb 11, 2026
Pinnacle Bancorp, Inc. History Reduced 58,751 5,641 1.65% 1.64% 564 -791 -1.33% Q4 2025 Jan 22, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 58,739 5,640 0.12% 0.13% 565 -4,392 -6.96% Q4 2025 Feb 18, 2026
Flower City Capital History Reduced 58,263 5,594 2.85% 2.93% 566 -53 -0.09% Q4 2025 Jan 22, 2026
BSW Wealth Partners History Reduced 57,918 5,561 0.67% 0.68% 567 -812 -1.38% Q4 2025 Jan 23, 2026
MOLLER WEALTH PARTNERS History Reduced 57,816 5,552 1.16% 1.16% 568 -1,582 -2.66% Q4 2025 Jan 08, 2026
Smith & Howard Wealth Management, LLC History Added to 58,046 5,541 1.25% 1.21% 569 +1,534 2.71% Q4 2025 Feb 03, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 57,540 5,525 1.53% 2.16% 570 -49,916 -46.45% Q4 2025 Feb 12, 2026
COOPERMAN LEON G History No change 57,453 5,517 0.18% 0.17% 571 0 0.0% Q4 2025 Feb 17, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 57,146 5,488 1.46% 1.39% 572 +825 1.46% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Added to 56,964 5,470 0.09% 0.08% 573 +5,885 11.52% Q4 2025 Jan 22, 2026
Global Retirement Partners, LLC History Added to 56,890 5,463 0.1% 0.1% 574 +8,430 17.4% Q4 2025 Feb 06, 2026
Fi3 FINANCIAL ADVISORS, LLC History Reduced 56,488 5,424 1.66% 1.87% 575 -2,883 -4.86% Q4 2025 Feb 06, 2026
ABLE Financial Group, LLC History Reduced 56,351 5,411 1.1% 1.16% 577 -899 -1.57% Q4 2025 Jan 23, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 56,354 5,411 0.11% 0.11% 576 -675 -1.18% Q4 2025 Feb 05, 2026
AMARA FINANCIAL, LLC. History Added to 56,242 5,400 3.74% 3.84% 578 +425 0.76% Q4 2025 Feb 03, 2026
FIRST FOUNDATION ADVISORS History Reduced 56,230 5,399 0.2% 0.2% 579 -640 -1.13% Q4 2025 Feb 04, 2026
Legal & General Group Plc History Reduced 55,150 5,296 0.0% 0.0% 580 -19,900 -26.52% Q4 2025 Feb 09, 2026
Harbour Trust & Investment Management Co History Reduced 54,884 5,270 0.54% 0.54% 581 -557 -1.0% Q4 2025 Jan 28, 2026
Meridian Wealth Management, LLC History Added to 54,476 5,231 0.18% 0.18% 582 +3,156 6.15% Q4 2025 Feb 04, 2026
CoreCap Advisors, LLC History Reduced 54,445 5,228 0.18% 0.23% 583 -13,445 -19.8% Q4 2025 Jan 13, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 54,099 5,195 0.58% 0.6% 584 +880 1.65% Q4 2025 Feb 04, 2026
Grey Fox Wealth Advisors, LLC History Reduced 54,078 5,193 1.06% 1.04% 585 -416 -0.76% Q4 2025 Feb 12, 2026
Solstein Capital, LLC History Added to 53,959 5,181 2.08% 1.05% 586 +4,602 9.32% Q4 2025 Feb 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 53,701 5,156 0.4% — 587 +53,701 New Q4 2025 Feb 03, 2026
CFS Investment Advisory Services, LLC History Reduced 53,635 5,150 0.38% 0.38% 588 -668 -1.23% Q4 2025 Feb 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 53,491 5,137 0.09% 0.08% 589 0 0.0% Q4 2025 Feb 10, 2026
Summit Financial Strategies, Inc. History Reduced 53,433 5,131 0.42% 0.44% 590 -2,128 -3.83% Q4 2025 Jan 27, 2026
CENTAURUS FINANCIAL, INC. History Reduced 53,199 5,109 0.23% 0.24% 591 -2,409 -4.33% Q4 2025 Feb 13, 2026
Gryphon Financial Partners LLC History Added to 53,061 5,095 0.55% 0.48% 592 +8,251 18.41% Q4 2025 Jan 08, 2026
Crescent Grove Advisors, LLC History Reduced 52,963 5,086 0.47% 0.47% 593 -312 -0.59% Q4 2025 Feb 11, 2026
Gemmer Asset Management LLC History Added to 52,883 5,078 0.39% 0.39% 594 +482 0.92% Q4 2025 Jan 23, 2026
Visionary Wealth Advisors History Reduced 52,861 5,076 0.23% 0.23% 595 -187 -0.35% Q4 2025 Feb 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 52,338 5,026 0.18% 0.14% 596 +7,484 16.69% Q4 2025 Feb 13, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 52,244 5,016 0.96% 0.91% 597 -582 -1.1% Q4 2025 Feb 09, 2026
IBEX WEALTH ADVISORS History Added to 51,614 4,956 0.49% 0.46% 598 +649 1.27% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 51,344 4,930 0.03% 0.02% 599 +10,605 26.03% Q4 2025 Feb 11, 2026
Commonwealth Financial Services, LLC History Reduced 51,345 4,930 0.81% 0.9% 600 -4,809 -8.56% Q4 2025 Feb 06, 2026
Santori & Peters, Inc. History Reduced 51,345 4,930 1.68% 1.71% 601 -71 -0.14% Q4 2025 Jan 15, 2026
Western Wealth Management, LLC History Added to 50,965 4,894 0.23% 0.24% 602 +2,072 4.24% Q4 2025 Feb 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 50,950 4,892 0.24% 0.13% 603 +31,623 163.62% Q4 2025 Feb 12, 2026
AGF MANAGEMENT LTD History Reduced 50,526 4,852 0.02% 0.02% 604 -525 -1.03% Q4 2025 Feb 17, 2026
M1 Capital Management LLC History Reduced 50,370 4,836 2.02% 2.1% 605 -1,684 -3.24% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 50,272 4,827 0.05% 0.05% 606 -1,720 -3.31% Q4 2025 Feb 05, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 50,125 4,813 0.85% 0.88% 607 -710 -1.4% Q4 2025 Feb 17, 2026
Tarbox Family Office, Inc. History Reduced 49,273 4,731 0.76% 0.69% 609 -891 -1.78% Q4 2025 Jan 21, 2026
Choate Investment Advisors History Reduced 49,267 4,731 0.09% 0.1% 608 -62 -0.13% Q4 2025 Feb 09, 2026
Cascade Financial Partners, LLC History Added to 49,057 4,710 0.48% 0.42% 610 +9,490 23.98% Q4 2025 Feb 06, 2026
ALESCO ADVISORS LLC History Added to 49,012 4,706 0.12% 0.12% 611 +1,710 3.62% Q4 2025 Jan 28, 2026
Capital Advisors, Ltd. LLC History Added to 48,773 4,684 0.53% 0.5% 612 +1,513 3.2% Q4 2025 Jan 21, 2026
Aptus Capital Advisors, LLC History Reduced 48,759 4,682 0.03% 0.03% 613 -1,455 -2.9% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Reduced 48,657 4,672 0.17% 0.18% 614 -1,681 -3.34% Q4 2025 Jan 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 48,473 4,654 0.06% 0.03% 615 +28,366 141.08% Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History Added to 48,199 4,628 0.26% 0.26% 616 +776 1.64% Q4 2025 Jan 14, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 48,174 4,626 1.15% 1.21% 617 -2,315 -4.59% Q4 2025 Jan 27, 2026
Genus Capital Management Inc. History Reduced 48,161 4,624 0.54% 0.52% 618 -299 -0.62% Q4 2025 Feb 09, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 47,949 4,604 1.04% 1.08% 619 -1,211 -2.46% Q4 2025 Jan 12, 2026
NTV ASSET MANAGEMENT LLC History Added to 47,926 4,602 0.49% 0.42% 620 +6,682 16.2% Q4 2025 Jan 20, 2026
NewSquare Capital LLC History Reduced 47,911 4,600 0.41% 0.43% 621 -20,080 -29.53% Q4 2025 Feb 17, 2026
Leverty Financial Group, LLC History Reduced 47,729 4,583 1.1% 1.16% 622 -109 -0.23% Q4 2025 Jan 09, 2026
Fragasso Financial Advisors Inc History Reduced 47,666 4,577 0.28% 0.29% 623 -371 -0.77% Q4 2025 Jan 07, 2026
CIM INVESTMENT MANAGEMENT INC History No change 47,561 4,567 1.2% 1.2% 624 0 0.0% Q4 2025 Feb 17, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 47,116 4,524 0.23% 0.23% 625 -251 -0.53% Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History Added to 46,309 4,447 0.03% 0.03% 626 +2,317 5.27% Q4 2025 Jan 27, 2026
Penobscot Investment Management Company, Inc. History Added to 46,252 4,441 0.33% 0.31% 627 +2,474 5.65% Q4 2025 Jan 27, 2026
Compass Financial Group, Inc. (Ohio) History New 46,058 4,422 3.24% — 628 +46,058 New Q4 2025 Mar 04, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 45,791 4,398 0.03% 0.04% 629 -9,321 -16.91% Q4 2025 Feb 17, 2026
Texas Bank & Trust Co History Reduced 45,707 4,389 1.6% 1.62% 630 -70 -0.15% Q4 2025 Feb 06, 2026
Dorsey & Whitney Trust CO LLC History Added to 45,549 4,374 0.23% 0.21% 631 +2,207 5.09% Q4 2025 Feb 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 45,262 4,346 0.12% 0.12% 632 -197 -0.43% Q4 2025 Feb 03, 2026
NYL Investors LLC History No change 45,239 4,344 1.48% 1.39% 633 0 0.0% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 45,069 4,327 0.24% 0.22% 634 +3,211 7.67% Q4 2025 Feb 10, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 45,023 4,324 1.04% 1.04% 635 -1,026 -2.23% Q4 2025 Jan 29, 2026
Massar Capital Management, LP History New 44,875 4,309 0.46% — 636 +44,875 New Q4 2025 Feb 17, 2026
Balefire, LLC History Added to 44,749 4,297 0.84% 0.83% 637 +161 0.36% Q4 2025 Jan 12, 2026
WADDELL & ASSOCIATES, LLC History Reduced 44,704 4,292 0.29% 0.36% 638 -123 -0.27% Q4 2025 Feb 11, 2026
Glass Jacobson Investment Advisors llc History Reduced 44,564 4,279 1.54% 1.55% 639 -1,262 -2.75% Q4 2025 Jan 22, 2026
Pandora Wealth, Inc. History Reduced 44,098 4,234 2.57% 2.55% 640 -1,088 -2.41% Q4 2025 Feb 04, 2026
Asset Management Group, Inc. History Added to 43,963 4,221 0.68% 0.66% 641 +505 1.16% Q4 2025 Feb 17, 2026
JMG Financial Group, Ltd. History Added to 43,803 4,206 0.12% 0.11% 642 +1,805 4.3% Q4 2025 Feb 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 43,646 4,191 0.46% 0.47% 643 -13 -0.03% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 43,541 4,181 0.04% 0.04% 644 +1,737 4.16% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 43,437 4,166 0.0% 0.0% 645 -4,356 -9.11% Q4 2025 Feb 17, 2026
Acropolis Investment Management, LLC History Reduced 43,158 4,144 0.19% 0.2% 646 -616 -1.41% Q4 2025 Jan 14, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 42,549 4,085 0.64% 0.64% 647 +1,000 2.41% Q4 2025 Feb 11, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Added to 42,399 4,071 1.97% 1.96% 648 +108 0.26% Q4 2025 Jan 14, 2026
Capital Group Private Client Services, Inc. History Added to 42,392 4,070 0.06% 0.06% 649 +5,824 15.93% Q4 2025 Feb 11, 2026
Azimuth Capital Investment Management LLC History Reduced 42,338 4,065 0.15% 0.14% 650 -780 -1.81% Q4 2025 Feb 12, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 41,983 4,031 0.23% 0.23% 651 +12,458 42.19% Q4 2025 Feb 09, 2026
Savvy Advisors, Inc. History Added to 41,742 4,008 0.13% 0.05% 652 +30,079 257.9% Q4 2025 Jan 20, 2026
INVESTMENT PARTNERS, LTD. History Reduced 41,732 4,007 1.4% 1.57% 653 -6,080 -12.72% Q4 2025 Feb 10, 2026
Atlas Legacy Advisors, LLC History Added to 41,611 3,994 0.7% 0.66% 654 +5,059 13.84% Q4 2025 Jan 29, 2026
DV Trading LLC History New 41,318 3,967 0.11% — 655 +41,318 New Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Added to 41,014 3,938 0.21% 0.2% 656 +1,100 2.76% Q4 2025 Mar 04, 2026
PINNACLE ASSOCIATES LTD History Added to 40,989 3,936 0.05% 0.05% 657 +2,058 5.29% Q4 2025 Feb 05, 2026
XML Financial, LLC History Added to 40,983 3,935 0.32% 0.31% 658 +256 0.63% Q4 2025 Feb 11, 2026
Argos Wealth Advisors, LLC History New 40,884 3,926 1.05% — 659 +40,884 New Q4 2025 Feb 04, 2026
New Republic Capital, LLC History Reduced 40,889 3,926 1.05% 1.57% 660 -13,990 -25.49% Q4 2025 Feb 10, 2026
FLAGSTAR ADVISORS INC History Reduced 40,720 3,910 1.31% 1.84% 661 -23,745 -36.83% Q4 2025 Jan 13, 2026
STALEY CAPITAL ADVISERS INC History No change 40,500 3,889 0.16% 0.16% 662 0 0.0% Q4 2025 Feb 05, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 40,250 3,865 0.42% 0.44% 663 -950 -2.31% Q4 2025 Jan 20, 2026
FSA WEALTH PARTNERS, INC. History Added to 39,940 3,835 1.38% 0.99% 664 +12,401 45.03% Q4 2025 Jan 30, 2026
True Link Financial Advisors, LLC History Added to 39,887 3,830 0.23% 0.21% 665 +4,827 13.77% Q4 2025 Jan 29, 2026
Ridge Creek Global, Inc History New 39,840 3,825 3.21% — 668 +39,840 New Q4 2025 Feb 13, 2026
Bridgewater Advisors Inc. History Reduced 38,629 3,825 0.25% 0.25% 666 -297 -0.76% Q4 2025 Jan 23, 2026
Curbstone Financial Management Corp History No change 39,833 3,825 0.73% 0.71% 667 0 0.0% Q4 2025 Jan 23, 2026
Thrive Wealth Management, LLC History Added to 39,831 3,824 0.56% 0.54% 669 +1,463 3.81% Q4 2025 Jan 12, 2026
Beutel, Goodman & Co Ltd. History Reduced 39,652 3,805 0.02% 0.02% 670 -399 -1.0% Q4 2025 Feb 13, 2026
Richwood Investment Advisors, LLC History Added to 37,038 3,800 2.73% 2.64% 671 +896 2.48% Q4 2025 Feb 12, 2026
Legacy Trust History Added to 39,492 3,792 0.71% 0.6% 672 +6,735 20.56% Q4 2025 Jan 22, 2026
Allen Investment Management, LLC History No change 39,387 3,782 0.04% 0.04% 673 0 0.0% Q4 2025 Feb 10, 2026
PFW Advisors LLC History Reduced 39,335 3,777 1.14% 1.13% 674 -1,426 -3.5% Q4 2025 Jan 12, 2026
Tempo Wealth, LLC History New 39,331 3,776 0.67% — 675 +39,331 New Q4 2025 Feb 25, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 39,191 3,763 0.32% 0.31% 676 -12 -0.03% Q4 2025 Jan 15, 2026
XTX Topco Ltd History Added to 38,735 3,719 0.1% 0.08% 677 +22,824 143.45% Q4 2025 Feb 17, 2026
McAdam, LLC History Added to 38,577 3,704 0.17% 0.16% 678 +3,416 9.72% Q4 2025 Feb 13, 2026
NWF Advisory Services Inc. History Added to 38,229 3,671 0.41% 0.35% 679 +4,524 13.42% Q4 2025 Mar 03, 2026
Wealth Analytics Partners, LLC History New 38,055 3,654 1.43% — 680 +38,055 New Q4 2025 Feb 17, 2026
WASHINGTON TRUST BANK History Added to 37,982 3,647 0.26% 0.21% 681 +7,743 25.61% Q4 2025 Feb 04, 2026
Warwick Investment Management, Inc. History Reduced 37,887 3,638 0.56% 0.64% 682 -1,679 -4.24% Q4 2025 Jan 15, 2026
Pettinga Financial Advisors LLC History Reduced 37,529 3,603 0.68% 0.69% 683 -477 -1.26% Q4 2025 Feb 12, 2026
NWAM LLC History Reduced 37,116 3,601 0.2% 0.21% 684 -4,516 -10.85% Q4 2025 Feb 04, 2026
Perennial Investment Advisors, LLC History Added to 37,098 3,562 0.28% 0.16% 685 +15,798 74.17% Q4 2025 Feb 17, 2026
Palisade Asset Management, LLC History Added to 36,882 3,541 0.35% 0.32% 686 +101 0.27% Q4 2025 Feb 13, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 36,579 3,512 2.02% 2.01% 688 -518 -1.4% Q4 2025 Jan 15, 2026
McLean Asset Management Corp History Reduced 35,370 3,512 0.63% 0.7% 687 -206 -0.58% Q4 2025 Jan 16, 2026
Tower Research Capital LLC (TRC) History Added to 36,514 3,506 0.08% 0.0% 689 +36,098 8677.4% Q4 2025 Feb 17, 2026
Laurel Wealth Advisors LLC History Reduced 36,462 3,501 0.46% 0.48% 690 -210 -0.57% Q4 2025 Jan 30, 2026
Ramiah Investment Group History Reduced 36,404 3,495 3.42% 3.72% 691 -3,936 -9.76% Q4 2025 Jan 28, 2026
BREAKTHRU ADVISORY SERVICES, LLC History No change 36,260 3,482 2.23% 2.23% 692 0 0.0% Q4 2025 Jan 12, 2026
Ashford Advisors, LLC History No change 36,207 3,476 0.76% 0.75% 693 0 0.0% Q4 2025 Jan 23, 2026
Nexus Investment Management ULC History Reduced 36,150 3,471 0.47% 0.5% 694 -1,600 -4.24% Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Added to 35,852 3,442 0.11% 0.09% 695 +2,366 7.07% Q4 2025 Jan 09, 2026
Krilogy Financial LLC History Added to 34,197 3,435 0.12% 0.12% 696 +1,351 4.11% Q4 2025 Jan 27, 2026
NVWM, LLC History Reduced 35,627 3,421 0.74% 0.81% 697 -2,896 -7.52% Q4 2025 Jan 20, 2026
RiverFront Investment Group, LLC History Reduced 35,587 3,417 0.06% 0.06% 698 -1,647 -4.42% Q4 2025 Feb 05, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 35,507 3,409 0.36% 0.37% 699 -69 -0.19% Q4 2025 Jan 09, 2026
Coordinated Financial Services, Inc. History Added to 35,418 3,401 1.96% 2.02% 700 +1,650 4.89% Q4 2025 Feb 09, 2026
1834 INVESTMENT ADVISORS CO History Reduced 35,377 3,397 0.43% 0.43% 701 -2,516 -6.64% Q4 2025 Jan 29, 2026
Mutual Advisors, LLC History Added to 35,381 3,397 0.07% 0.07% 702 +858 2.49% Q4 2025 Feb 02, 2026
FAS Wealth Partners, Inc. History Added to 35,198 3,380 0.22% 0.22% 703 +133 0.38% Q4 2025 Feb 18, 2026
Copia Wealth Management History Reduced 34,939 3,355 2.4% 2.49% 705 -1,008 -2.8% Q4 2025 Feb 06, 2026
ROCKLAND TRUST CO History Added to 34,939 3,355 0.13% 0.13% 704 +88 0.25% Q4 2025 Jan 15, 2026
Roble, Belko & Company, Inc History No change 34,668 3,329 0.44% 0.44% 706 0 0.0% Q4 2025 Jan 12, 2026
SlateStone Wealth, LLC History Added to 34,648 3,327 0.28% 0.28% 707 +178 0.52% Q4 2025 Feb 11, 2026
Evanson Asset Management, LLC History Reduced 34,637 3,326 0.18% 0.18% 708 -220 -0.63% Q4 2025 Jan 12, 2026
Orgel Wealth Management, LLC History Added to 34,420 3,305 0.07% 0.07% 709 +17 0.05% Q4 2025 Jan 07, 2026
STRATEGY ASSET MANAGERS LLC History Added to 34,396 3,303 0.54% 0.27% 710 +18,248 113.0% Q4 2025 Feb 11, 2026
CMG Global Holdings, LLC History Added to 32,225 3,279 1.46% 1.47% 711 +124 0.39% Q4 2025 Feb 05, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Reduced 34,149 3,279 1.47% 1.64% 712 -94 -0.27% Q4 2025 Feb 10, 2026
EFG International AG History New 34,133 3,277 0.06% — 713 +34,133 New Q4 2025 Feb 17, 2026
Morton Brown Family Wealth, LLC History Reduced 33,827 3,248 0.88% 0.92% 714 -529 -1.54% Q4 2025 Jan 28, 2026
U.S. Capital Wealth Advisors, LLC History Added to 33,721 3,238 0.08% 0.08% 715 +1,261 3.88% Q4 2025 Jan 23, 2026
Montis Financial, LLC History Reduced 33,519 3,218 0.64% 0.72% 716 -132 -0.39% Q4 2025 Feb 11, 2026
LTG Capital LLC History Reduced 33,432 3,210 2.5% 2.52% 717 -921 -2.68% Q4 2025 Feb 11, 2026
Greenfield Savings Bank History Added to 33,363 3,203 1.35% 1.16% 718 +3,962 13.48% Q4 2025 Feb 02, 2026
ASSETMARK, INC History Added to 33,348 3,202 0.01% 0.0% 719 +8,511 34.27% Q4 2025 Jan 23, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 33,278 3,195 0.01% 0.01% 720 0 0.0% Q4 2025 Feb 10, 2026
MPS Loria Financial Planners, LLC History Added to 33,251 3,193 0.82% 0.82% 721 +161 0.49% Q4 2025 Feb 03, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 33,249 3,192 0.93% 1.06% 722 -1,251 -3.63% Q4 2025 Feb 11, 2026
J. Safra Sarasin Holding AG History No change 33,155 3,186 0.05% 0.05% 723 0 0.0% Q4 2025 Jan 15, 2026
SEAVIEW INVESTMENT MANAGERS LLC History New 33,095 3,178 1.2% — 724 +33,095 New Q4 2025 Feb 09, 2026
Probity Advisors, Inc. History Reduced 33,009 3,169 0.51% 0.51% 725 -411 -1.23% Q4 2025 Jan 27, 2026
Nicholas Hoffman & Company, LLC. History Reduced 33,005 3,169 0.07% 0.07% 726 -6 -0.02% Q4 2025 Feb 02, 2026
TWO SIGMA SECURITIES, LLC History Reduced 32,824 3,152 0.43% 0.95% 727 -36,172 -52.43% Q4 2025 Feb 17, 2026
Independence Wealth Advisors, LLC History New 32,821 3,151 1.77% — 728 +32,821 New Q4 2025 Jan 09, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 32,731 3,143 2.23% 2.38% 729 -79 -0.24% Q4 2025 Feb 13, 2026
Canandaigua National Trust Co of Florida History Added to 32,657 3,136 1.96% 2.09% 730 +4,415 15.63% Q4 2025 Jan 30, 2026
HBK Sorce Advisory LLC History Added to 30,541 3,133 0.07% 0.07% 731 +928 3.13% Q4 2025 Feb 09, 2026
Advyzon Investment Management, LLC History Added to 32,595 3,130 0.36% 0.37% 732 +9,354 40.25% Q4 2025 Feb 13, 2026
Central Pacific Bank - Trust Division History Reduced 32,568 3,127 0.38% 0.46% 733 -7,969 -19.66% Q4 2025 Jan 07, 2026
Etesian Wealth Advisors, Inc. History Added to 32,555 3,126 0.98% 1.0% 734 +13 0.04% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Reduced 32,502 3,121 0.03% 0.04% 735 -14,191 -30.39% Q4 2025 Jan 26, 2026
American Financial Advisors, LLC History Reduced 32,482 3,119 0.4% 0.41% 736 -1,828 -5.33% Q4 2025 Feb 03, 2026
Fisher Asset Management, LLC History Added to 32,463 3,117 0.0% 0.0% 737 +6,272 23.95% Q4 2025 Feb 09, 2026
RAINIER FAMILY WEALTH INC History Added to 32,375 3,108 2.34% 2.45% 738 +2,971 10.1% Q4 2025 Jan 20, 2026
Salus Financial Advisors, LLC History Reduced 32,318 3,103 1.86% 1.91% 739 -915 -2.75% Q4 2025 Jan 21, 2026
Kingsview Wealth Management, LLC History Added to 32,226 3,094 0.04% 0.04% 740 +2,098 6.96% Q4 2025 Feb 09, 2026
Boltwood Capital Management History Reduced 32,082 3,080 0.8% 0.8% 741 -35 -0.11% Q4 2025 Jan 02, 2026
TORONTO DOMINION BANK History Added to 32,037 3,076 0.0% 0.0% 742 +21,850 214.49% Q4 2025 Feb 17, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 31,992 3,072 1.83% 1.86% 743 0 0.0% Q4 2025 Feb 13, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 31,830 3,056 0.52% 0.51% 744 +22 0.07% Q4 2025 Jan 27, 2026
GC Wealth Management RIA, LLC History Added to 31,619 3,036 0.11% 0.05% 745 +15,856 100.59% Q4 2025 Jan 30, 2026
Avior Wealth Management, LLC History Reduced 31,523 3,027 0.09% 0.1% 746 -1,338 -4.07% Q4 2025 Jan 06, 2026
Pointe Capital Management LLC History Added to 31,415 3,016 1.5% 1.28% 747 +3,360 11.98% Q4 2025 Feb 17, 2026
Westshore Wealth, LLC History Added to 31,400 3,015 1.0% 0.94% 748 +1,800 6.08% Q4 2025 Feb 25, 2026
Arete Wealth Advisors, LLC History Reduced 31,194 2,996 0.18% 0.18% 749 -61 -0.2% Q4 2025 Feb 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 30,932 2,970 0.02% 0.01% 750 +4,040 15.02% Q4 2025 Jan 13, 2026
Neumann Capital Management, LLC History Reduced 30,923 2,969 0.86% 0.85% 751 -87 -0.28% Q4 2025 Jan 14, 2026
Private Wealth Advisors, LLC History Reduced 30,761 2,953 0.94% 0.97% 752 -44 -0.14% Q4 2025 Feb 06, 2026
Elyxium Wealth, LLC History Added to 30,690 2,947 0.82% 0.91% 753 +2,601 9.26% Q4 2025 Feb 05, 2026
FARMERS TRUST CO History Reduced 30,684 2,946 0.48% 0.5% 754 -540 -1.73% Q4 2025 Jan 06, 2026
WHITE PINE CAPITAL LLC History Added to 30,655 2,943 0.81% 0.76% 755 +2,180 7.66% Q4 2025 Feb 09, 2026
William Howard & Co Financial Advisors Inc History Added to 30,575 2,936 2.47% 2.43% 756 +34 0.11% Q4 2025 Jan 21, 2026
Klingman & Associates, LLC History Added to 30,542 2,932 0.14% 0.14% 757 +238 0.79% Q4 2025 Jan 29, 2026
APPLETON PARTNERS INC/MA History Reduced 30,501 2,929 0.19% 0.2% 758 -1,082 -3.43% Q4 2025 Jan 09, 2026
AE Wealth Management LLC History Reduced 30,446 2,923 0.02% 0.02% 759 -2,827 -8.5% Q4 2025 Jan 26, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 30,238 2,903 1.35% 1.38% 760 -2,535 -7.74% Q4 2025 Jan 26, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 30,213 2,901 1.02% 1.02% 761 +29 0.1% Q4 2025 Feb 09, 2026
Johnson & White Wealth Management, LLC History Reduced 30,134 2,893 1.26% 1.32% 762 -708 -2.3% Q4 2025 Feb 05, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 29,264 2,876 0.42% 0.43% 763 +14,632 100.0% Q4 2025 Jan 07, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 34,240 2,863 0.26% 0.26% 764 0 0.0% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 29,766 2,858 0.09% 0.1% 765 -609 -2.0% Q4 2025 Jan 12, 2026
Capstone Capital Management Ltd History New 29,700 2,852 2.74% — 766 +29,700 New Q4 2025 Feb 06, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 29,674 2,849 0.28% 0.28% 767 -68 -0.23% Q4 2025 Feb 06, 2026
Inman Jager Wealth Management, LLC History Reduced 29,585 2,841 1.74% 1.78% 768 -237 -0.79% Q4 2025 Jan 26, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 29,506 2,833 1.31% — 769 +29,506 New Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 29,324 2,816 0.13% 0.13% 770 -185 -0.63% Q4 2025 Feb 11, 2026
ASL Financial, LLC History New 29,240 2,807 2.21% — 771 +29,240 New Q4 2025 Jan 20, 2026
PRIVATE TRUST CO NA History Added to 29,145 2,798 0.25% 0.23% 772 +1,301 4.67% Q4 2025 Jan 26, 2026
EVOKE WEALTH, LLC History Added to 28,992 2,784 0.05% 0.04% 773 +8,148 39.09% Q4 2025 Feb 06, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 28,988 2,783 0.16% 0.15% 774 +2,692 10.24% Q4 2025 Jan 22, 2026
Joel Isaacson & Co., LLC History Added to 28,977 2,782 0.09% 0.09% 775 +1,373 4.97% Q4 2025 Jan 30, 2026
Jump Financial, LLC History New 28,921 2,777 0.03% — 776 +28,921 New Q4 2025 Feb 17, 2026
Ehrenkranz Partners L.P. History New 28,918 2,776 3.15% — 777 +28,918 New Q4 2025 Feb 17, 2026
Urban Financial Advisory Corp History Added to 28,915 2,776 1.09% 1.23% 778 +516 1.82% Q4 2025 Feb 04, 2026
TSG Advice Partners, LLC History New 28,897 2,774 0.42% — 779 +28,897 New Q4 2025 Feb 17, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 28,886 2,773 1.41% 1.42% 780 +150 0.52% Q4 2025 Feb 17, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 28,769 2,762 0.39% 0.44% 781 -2,217 -7.15% Q4 2025 Feb 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 28,727 2,758 0.04% 0.04% 782 -98 -0.34% Q4 2025 Jan 22, 2026
WOODSTOCK CORP History No change 28,680 2,754 0.24% 0.23% 783 0 0.0% Q4 2025 Jan 14, 2026
Rialto Wealth Management, LLC History Added to 28,661 2,752 0.66% 0.68% 784 +313 1.1% Q4 2025 Jan 12, 2026
Advisor OS, LLC History Added to 28,627 2,749 0.22% 0.22% 785 +1,163 4.23% Q4 2025 Feb 04, 2026
Hillman Capital Management, Inc. History Added to 28,562 2,742 1.73% 1.4% 786 +2,738 10.6% Q4 2025 Feb 17, 2026
WBH ADVISORY INC History Reduced 28,516 2,738 0.2% 0.2% 787 -71 -0.25% Q4 2025 Jan 26, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 28,486 2,735 0.06% 0.04% 788 +11,624 68.94% Q4 2025 Jan 27, 2026
Community Bank, N.A. History Reduced 28,454 2,732 0.32% 0.33% 789 -483 -1.67% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 28,346 2,722 0.06% 0.06% 790 +889 3.24% Q4 2025 Feb 09, 2026
Trek Financial, LLC History Added to 28,138 2,702 0.16% 0.14% 791 +3,740 15.33% Q4 2025 Feb 04, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 28,054 2,694 0.27% 0.26% 792 +560 2.04% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Reduced 28,027 2,691 0.03% 0.03% 793 -10,970 -28.13% Q4 2025 Feb 13, 2026
GS Investments, Inc. History Reduced 27,997 2,688 1.46% 1.29% 794 -3 -0.01% Q4 2025 Feb 09, 2026
HFG Advisors, Inc. History Added to 27,990 2,687 1.95% 1.85% 795 +1,054 3.91% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 27,917 2,680 0.2% 0.19% 796 +759 2.79% Q4 2025 Jan 29, 2026
Marquette Asset Management, LLC History No change 27,862 2,675 0.39% 0.4% 797 0 0.0% Q4 2025 Jan 16, 2026
Lifestyle Asset Management, Inc. History Added to 27,815 2,671 0.87% 0.63% 798 +8,018 40.5% Q4 2025 Feb 11, 2026
FIRST INTERSTATE BANK History Added to 27,775 2,667 0.14% 0.12% 799 +5,214 23.11% Q4 2025 Jan 29, 2026
Boston Common Asset Management, LLC History New 27,756 2,665 0.14% — 800 +27,756 New Q4 2025 Jan 15, 2026