VanEck ETF Trust - GDX

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 50,309,240 4,315,023 0.5% 0.31% 1 +14,338,625 39.86% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 31,308,939 2,685,367 0.41% 0.33% 2 +2,630,940 9.17% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Added to 21,768,695 1,867,100 0.65% 0.43% 3 +7,223,359 49.66% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 17,344,938 1,487,675 0.22% 0.2% 4 -47,557 -0.27% Q4 2025 Feb 17, 2026
Elliott Investment Management L.P. History Added to 14,000,000 1,200,780 5.31% 3.87% 5 +2,500,000 21.74% Q4 2025 Feb 18, 2026
MORGAN STANLEY History Added to 12,876,546 1,104,421 0.07% 0.06% 6 +90,514 0.71% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 10,010,059 858,562 0.14% 0.17% 7 -4,004,390 -28.57% Q4 2025 Jan 29, 2026
BARCLAYS PLC History Added to 7,699,283 660,367 0.16% 0.09% 8 +2,119,125 37.98% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 7,628,377 654,285 0.12% 0.07% 9 +2,700,103 54.79% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 7,486,591 642,124 0.05% 0.09% 10 -9,801,996 -56.7% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 7,080,573 607,300 1.44% 0.56% 11 +3,406,517 92.72% Q4 2025 Feb 13, 2026
Rafferty Asset Management, LLC History Added to 7,053,592 604,986 2.09% 1.62% 12 +534,856 8.2% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 5,846,371 501,443 0.22% 0.26% 13 -1,830,223 -23.84% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 5,587,057 479,201 0.61% 0.92% 14 -3,912,365 -41.19% Q4 2025 Feb 17, 2026
Jain Global LLC History Added to 5,544,888 475,585 2.3% 1.6% 15 +1,136,990 25.79% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 4,946,730 424,281 0.05% 0.04% 16 +884,649 21.78% Q4 2025 Mar 25, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,422,506 319,378 0.14% 0.25% 17 +189,299 15.35% Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 3,502,816 300,436 0.08% 0.08% 18 -75,888 -2.12% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 2,819,355 241,816 0.04% — 19 +2,819,355 New Q4 2025 Feb 17, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 2,553,000 218,970 0.37% — 20 +2,553,000 New Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 2,092,600 179,482 0.5% 1.05% 21 -3,143,386 -60.03% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 2,047,398 175,605 0.25% 0.2% 22 +286,756 16.29% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 1,945,223 166,841 0.19% 0.04% 23 +1,630,423 517.92% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 1,843,551 158,121 0.29% 595.18% 24 +165,588 9.87% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 1,658,983 142,290 0.13% 0.22% 25 -1,206,716 -42.11% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,466,018 125,740 0.05% 0.09% 26 -1,241,587 -45.86% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 1,460,262 125,246 0.55% 0.47% 27 +376,791 34.78% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,457,527 124,876 0.04% 0.04% 28 -101,206 -6.49% Q4 2025 Feb 18, 2026
Parallax Volatility Advisers, L.P. History Reduced 1,372,290 117,701 0.23% 0.16% 29 -40,859 -2.89% Q4 2025 Feb 17, 2026
RIT CAPITAL PARTNERS PLC History Added to 1,197,000 102,678 22.96% 7.39% 30 +512,000 74.74% Q4 2025 Feb 09, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 1,189,000 101,980 0.17% — 31 +1,189,000 New Q4 2025 Feb 13, 2026
LMR Partners LLP History Added to 1,185,733 101,700 0.19% 0.19% 32 +615,233 107.84% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 1,077,043 92,361 0.02% 0.02% 33 +217 0.02% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 1,039,989 89,200 0.08% 0.08% 34 -82,286 -7.33% Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Reduced 999,439 85,721 0.75% 0.77% 35 -1,436,861 -58.98% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 996,505 85,470 0.11% 0.1% 36 -30,152 -2.94% Q4 2025 Feb 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 982,681 85,336 0.06% — 37 +982,681 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 967,226 82,959 0.15% 0.12% 38 +143,046 17.36% Q4 2025 Mar 16, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 919,250 78,844 0.37% 0.36% 39 0 0.0% Q4 2025 Feb 12, 2026
New Harbor Financial Group, LLC History Added to 866,238 74,297 13.61% 13.36% 40 +3,248 0.38% Q4 2025 Jan 30, 2026
Squarepoint Ops LLC History Reduced 857,000 73,504 0.08% 0.14% 41 -904,500 -51.35% Q4 2025 Feb 13, 2026
Vanderbilt University History Added to 819,795 70,313 12.0% 10.32% 42 +5,790 0.71% Q4 2025 Jan 21, 2026
Cetera Investment Advisers History Reduced 798,676 68,502 0.07% 0.08% 43 -150,683 -15.87% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 763,518 65,487 0.0% 0.01% 44 -1,176,011 -60.63% Q4 2025 Feb 11, 2026
MEITAV INVESTMENT HOUSE LTD History No change 718,200 61,600 0.71% 0.72% 45 0 0.0% Q4 2025 Feb 10, 2026
Centiva Capital, LP History Added to 708,457 60,764 0.49% 0.15% 46 +506,133 250.16% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History Added to 708,036 60,728 0.09% 0.06% 47 +252,270 55.35% Q4 2025 Feb 13, 2026
GLOBALT Investments LLC / GA History Reduced 707,035 60,642 2.21% 3.02% 48 -373,757 -34.58% Q4 2025 Feb 06, 2026
DRW Securities, LLC History Added to 705,194 60,484 1.6% 0.18% 49 +577,832 453.69% Q4 2025 Feb 12, 2026
KEYSTONE INVESTORS PTE LTD History New 669,804 57,449 5.16% — 50 +669,804 New Q4 2025 Feb 13, 2026
London & Capital Asset Management Ltd History Added to 654,609 56,155 0.58% 2.63% 51 +172,250 35.71% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 646,802 55,476 0.05% 0.12% 52 -946,741 -59.41% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 637,967 54,718 0.02% 0.02% 53 -107,705 -14.44% Q4 2025 Feb 10, 2026
WS MANAGEMENT LLLP History Reduced 621,963 53,345 4.37% 9.65% 54 -539,300 -46.44% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 619,116 53,109 0.08% 0.06% 55 +20,259 3.38% Q4 2025 Feb 17, 2026
Lombard Odier Asset Management (USA) Corp History Added to 617,500 52,962 4.92% 3.08% 56 +17,500 2.92% Q4 2025 Feb 17, 2026
STALEY CAPITAL ADVISERS INC History Reduced 596,466 51,158 2.11% 2.04% 57 -53,810 -8.27% Q4 2025 Feb 05, 2026
PEAK6 LLC History Reduced 592,900 50,853 0.09% 0.13% 58 -526,200 -47.02% Q4 2025 Mar 12, 2026
Federation des caisses Desjardins du Quebec History Reduced 586,395 50,295 0.19% 0.19% 59 -57,885 -8.98% Q4 2025 Feb 12, 2026
Panview Capital Ltd History Reduced 573,300 49,171 17.66% 21.07% 60 -75,000 -11.57% Q4 2025 Feb 13, 2026
Blackstone Inc. History Added to 567,710 48,692 0.19% 0.11% 61 +217,710 62.2% Q4 2025 Feb 17, 2026
CI INVESTMENTS INC. History Reduced 554,410 47,551 0.21% 0.28% 62 -446,170 -44.59% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 535,059 45,892 0.12% 0.13% 63 -97,570 -15.42% Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Reduced 513,399 44,034 0.05% 0.05% 64 -83,234 -13.95% Q4 2025 Feb 06, 2026
SIG BROKERAGE, LP History Added to 511,752 43,892 1.36% 0.9% 65 +101,800 24.83% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Reduced 510,000 43,742 0.06% 0.11% 66 -450,000 -46.88% Q4 2025 Feb 17, 2026
Barry Investment Advisors, LLC History Reduced 494,029 42,372 9.43% 9.31% 67 -36,139 -6.82% Q4 2025 Feb 09, 2026
TRUIST FINANCIAL CORP History Reduced 490,907 42,105 0.06% 0.06% 68 -100,559 -17.0% Q4 2025 Feb 02, 2026
FIL Ltd History Added to 483,208 41,444 0.03% 0.01% 69 +366,246 313.13% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 480,502 41,212 0.6% 0.55% 70 -15,912 -3.21% Q4 2025 Feb 12, 2026
Valiant Capital Management, L.P. History Reduced 464,104 39,806 2.25% 2.68% 71 -45,812 -8.98% Q4 2025 Feb 17, 2026
Caption Management, LLC History Added to 447,000 38,339 0.26% 0.16% 72 +183,580 69.69% Q4 2025 Feb 17, 2026
BlueCrest Capital Management Ltd History Reduced 420,762 36,088 1.08% 72.85% 73 -112,238 -21.06% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 416,477 35,721 0.11% 0.12% 74 +4,051 0.98% Q4 2025 Feb 13, 2026
SHUFRO ROSE & CO LLC History Added to 399,568 34,270 2.32% 1.47% 75 +6,887 1.75% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 398,661 34,193 0.02% 0.02% 76 +46,311 13.14% Q4 2025 Feb 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 395,937 33,959 0.5% 0.45% 77 -6,287 -1.56% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Reduced 377,751 32,399 0.15% 0.15% 78 -24,259 -6.03% Q4 2025 Feb 17, 2026
ARP Global Capital Ltd History New 365,340 31,335 9.45% — 79 +365,340 New Q4 2025 Mar 12, 2026
Volterra Technologies LP History New 359,400 30,825 3.11% — 80 +359,400 New Q4 2025 Feb 13, 2026
AVALON CAPITAL MANAGEMENT History Reduced 356,305 30,560 7.31% 7.92% 81 -66,633 -15.75% Q4 2025 Feb 11, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 351,849 30,178 0.25% 0.16% 82 +50,916 16.92% Q4 2025 Feb 17, 2026
Fore Capital, LLC History Added to 345,000 29,590 9.67% 1.82% 83 +245,000 245.0% Q4 2025 Feb 11, 2026
CIBC WORLD MARKET INC. History Reduced 340,259 29,184 0.05% 0.09% 84 -327,286 -49.03% Q4 2025 Feb 10, 2026
Clearwater Capital Advisors, LLC History Reduced 330,431 28,341 2.36% 2.3% 85 -23,143 -6.55% Q4 2025 Feb 09, 2026
BlackRock, Inc. History Added to 327,121 28,057 0.0% 0.0% 86 +796 0.24% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Added to 326,631 28,015 0.08% 0.07% 87 +1,666 0.51% Q4 2025 Feb 17, 2026
SYON CAPITAL LLC History Reduced 305,871 26,234 1.31% 1.3% 88 -10,249 -3.24% Q4 2025 Feb 11, 2026
SUMMIT SECURITIES GROUP LLC History New 303,901 26,065 3.4% — 89 +303,901 New Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Reduced 296,011 25,390 0.42% 0.39% 90 -6,005 -1.99% Q4 2025 Feb 09, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Added to 294,868 25,290 1.94% 0.14% 91 +276,270 1485.48% Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 292,735 25,107 0.31% 0.31% 92 -15,728 -5.1% Q4 2025 Jan 29, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 288,723 24,763 0.07% 0.01% 93 +263,023 1023.44% Q4 2025 Jan 26, 2026
Versant Capital Management, Inc History Added to 280,118 24,025 3.01% 2.54% 94 +36,226 14.85% Q4 2025 Jan 08, 2026
Forest Hill Capital, LLC History No change 279,500 23,972 12.26% 12.57% 95 0 0.0% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 272,053 23,675 0.26% 0.91% 96 -2,387,668 -89.77% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 268,523 23,031 0.04% 0.0% 97 +236,933 750.03% Q4 2025 Feb 12, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 261,556 22,433 0.32% 0.19% 98 +81,188 45.01% Q4 2025 Feb 17, 2026
Richmond Investment Services, LLC History Added to 251,328 21,556 3.73% 3.52% 99 +3,942 1.59% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 250,761 21,507 0.01% 0.01% 100 +36,993 17.31% Q4 2025 Feb 17, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 250,389 21,475 5.17% 5.25% 101 -13,214 -5.01% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 247,860 21,258 0.56% 0.53% 102 -10,995 -4.25% Q4 2025 Jan 23, 2026
SIMPLEX TRADING, LLC History New 247,615 21,237 0.01% — 103 +247,615 New Q4 2025 Feb 11, 2026
ION Fund Management Ltd History New 244,630 20,981 2.45% — 104 +244,630 New Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 243,675 20,899 0.08% 0.09% 105 -112,052 -31.5% Q4 2025 Feb 18, 2026
K2 PRINCIPAL FUND, L.P. History New 235,000 20,155 1.62% — 106 +235,000 New Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Reduced 230,212 19,745 0.14% 0.15% 107 -9,145 -3.82% Q4 2025 Feb 18, 2026
Fielder Capital Group LLC History Reduced 220,903 18,946 4.03% 3.87% 108 -1,410 -0.63% Q4 2025 Feb 10, 2026
Nokomis Capital, L.L.C. History Reduced 219,751 18,848 4.46% 4.95% 109 -23,434 -9.64% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 219,342 18,812 0.01% 0.01% 110 -106,576 -32.7% Q4 2025 Feb 13, 2026
Pekin Hardy Strauss, Inc. History Reduced 217,170 18,626 1.72% 1.84% 111 -23,612 -9.81% Q4 2025 Jan 30, 2026
TD Waterhouse Canada Inc. History Reduced 215,772 18,508 0.12% 0.14% 112 -61,375 -22.15% Q4 2025 Jan 27, 2026
WELCH & FORBES LLC History Reduced 214,275 18,378 0.22% 0.21% 113 -15,994 -6.95% Q4 2025 Feb 10, 2026
Fullerton Fund Management Co Ltd. History Reduced 211,671 18,155 0.79% 2.53% 114 -646,624 -75.34% Q4 2025 Feb 17, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Reduced 207,899 17,831 1.93% 2.84% 115 -109,419 -34.48% Q4 2025 Feb 11, 2026
Polymer Capital Management (US) LLC History Added to 207,500 17,797 1.87% 0.52% 116 +143,800 225.75% Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 204,827 17,568 0.45% 0.43% 117 -17,277 -7.78% Q4 2025 Jan 07, 2026
MARCO INVESTMENT MANAGEMENT LLC History Added to 204,508 17,540 1.32% 1.2% 118 +1 0.0% Q4 2025 Feb 04, 2026
Waverly Advisors, LLC History Reduced 204,060 17,502 0.14% 0.16% 119 -9,488 -4.44% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Reduced 203,400 17,445 0.14% 0.13% 120 -35,900 -15.0% Q4 2025 Feb 11, 2026
Hiddenite Capital Partners LP History No change 200,000 17,154 2.22% 2.77% 121 0 0.0% Q4 2025 Feb 05, 2026
Crocodile Capital Partners GmbH History No change 200,000 17,154 10.25% 12.44% 122 0 0.0% Q4 2025 Jan 09, 2026
Trivium Point Advisory, LLC History Reduced 199,992 17,153 1.73% 1.65% 123 -12,097 -5.7% Q4 2025 Jan 26, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 199,605 17,120 0.03% 0.03% 124 -4,172 -2.05% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 197,390 16,930 0.04% 0.04% 125 -7,143 -3.49% Q4 2025 Feb 11, 2026
DV EQUITIES, LLC History New 197,342 16,926 3.04% — 126 +197,342 New Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 197,314 16,923 0.03% 0.02% 127 -3,148 -1.57% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 195,610 16,777 0.14% 0.12% 128 +12,040 6.56% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 192,954 16,549 0.07% 0.07% 129 -10,105 -4.98% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 192,895 16,544 0.0% 0.0% 130 -95,008 -33.0% Q4 2025 Feb 17, 2026
Evelyn Partners Asset Management Ltd History Reduced 185,026 15,869 3.72% 3.19% 131 -97 -0.05% Q4 2025 Feb 13, 2026
Kercheville Advisors, LLC History Reduced 145,722 15,325 4.01% 3.86% 132 -21,667 -12.94% Q4 2025 Jan 29, 2026
NWAM LLC History Reduced 142,183 15,280 0.85% 0.73% 133 -25,386 -15.15% Q4 2025 Feb 04, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 177,136 15,192 2.08% 1.89% 134 +2,766 1.59% Q4 2025 Jan 23, 2026
CULTIVAR CAPITAL, INC. History Reduced 175,861 15,083 9.66% 12.71% 135 -73,556 -29.49% Q4 2025 Jan 09, 2026
Whitcomb & Hess, Inc. History Reduced 155,289 14,980 3.53% 3.58% 136 -26,872 -14.75% Q4 2025 Jan 14, 2026
HARBOUR INVESTMENTS, INC. History Reduced 173,875 14,913 0.3% 0.37% 137 -39,012 -18.33% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Added to 173,077 14,844 0.08% 0.03% 138 +41,264 31.3% Q4 2025 Jan 29, 2026
Lido Advisors, LLC History Reduced 170,264 14,497 0.04% 0.05% 139 -32,054 -15.84% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 152,131 14,025 0.02% 0.02% 140 -4,479 -2.86% Q4 2025 Jan 08, 2026
White Pine Investment CO History Reduced 156,287 13,405 3.16% 2.86% 141 -1,489 -0.94% Q4 2025 Jan 28, 2026
Piedmont Capital Management, LLC History Reduced 153,821 13,193 6.73% 6.39% 142 -2,789 -1.78% Q4 2025 Feb 13, 2026
ASSOCIATED BANC-CORP History Reduced 152,991 13,122 0.34% 0.33% 143 -8,798 -5.44% Q4 2025 Feb 06, 2026
Cardinal Point Capital Management ULC History Reduced 152,671 13,094 0.86% 0.83% 144 -1,774 -1.15% Q4 2025 Feb 05, 2026
Cambria Investment Management, L.P. History Reduced 150,544 12,912 0.75% 0.83% 145 -28,489 -15.91% Q4 2025 Feb 17, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History Reduced 150,075 12,871 4.16% 4.51% 146 -30,000 -16.66% Q4 2025 Feb 12, 2026
Sterling Investment Advisors, Ltd. History Reduced 149,888 12,855 2.37% 2.45% 147 -14,866 -9.02% Q4 2025 Feb 09, 2026
CSM Advisors, LLC History Reduced 147,300 12,634 0.34% 0.85% 148 -251,400 -63.05% Q4 2025 Feb 11, 2026
SCOTIA CAPITAL INC. History Added to 147,144 12,620 0.05% 0.05% 149 +3,614 2.52% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 141,421 12,129 0.16% 0.29% 150 -117,799 -45.44% Q4 2025 Feb 10, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 141,171 12,108 0.67% 0.6% 151 +2,273 1.64% Q4 2025 Jan 13, 2026
IronBridge Private Wealth, LLC History No change 137,232 11,770 3.73% 3.31% 152 0 0.0% Q4 2025 Feb 23, 2026
Vontobel Holding Ltd. History Added to 136,832 11,736 0.04% 0.01% 153 +102,753 301.51% Q4 2025 Feb 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 136,752 11,729 0.02% 0.0% 154 +122,375 851.19% Q4 2025 Feb 17, 2026
Mader & Shannon Wealth Management, Inc. History No change 152,812 11,674 5.72% 5.72% 155 0 0.0% Q4 2025 Jan 29, 2026
Meridian Wealth Management, LLC History Reduced 132,723 11,383 0.4% 0.39% 156 -1,176 -0.88% Q4 2025 Feb 04, 2026
TWO SIGMA INVESTMENTS, LP History New 131,104 11,244 0.02% — 157 +131,104 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 130,253 11,171 0.0% 0.0% 158 -1,854 -1.4% Q4 2025 Feb 11, 2026
Jefferies Financial Group Inc. History Reduced 129,981 11,148 0.06% 0.36% 159 -860,619 -86.88% Q4 2025 Feb 09, 2026
Jump Financial, LLC History New 129,637 11,118 0.14% — 160 +129,637 New Q4 2025 Feb 17, 2026
PCG Wealth Advisors, LLC History Reduced 123,784 10,616 3.0% 2.84% 161 -3,909 -3.06% Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Added to 123,438 10,587 0.11% 0.08% 162 +54,434 78.89% Q4 2025 Jan 23, 2026
DCF Advisers, LLC History Reduced 124,500 10,537 2.83% 3.18% 163 -5,000 -3.86% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 121,970 10,461 0.0% 0.0% 164 +48,790 66.67% Q4 2025 Feb 17, 2026
Southeast Asset Advisors, LLC History Reduced 120,287 10,317 0.98% 1.92% 165 -110,713 -47.93% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 119,746 10,272 0.08% — 166 +119,746 New Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 119,178 10,221 0.01% 0.01% 167 +4,915 4.3% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Reduced 14,291 10,177 0.01% 0.02% 168 -5,281 -26.98% Q4 2025 Feb 13, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 118,554 10,169 0.27% 0.26% 169 -22,976 -16.23% Q4 2025 Jan 28, 2026
Encompass More Asset Management History Added to 117,104 10,044 1.85% 1.67% 170 +3,270 2.87% Q4 2025 Feb 03, 2026
MML INVESTORS SERVICES, LLC History Added to 116,626 10,003 0.02% 0.02% 171 +3,875 3.44% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 116,426 9,986 0.01% 0.11% 172 -311,316 -72.78% Q4 2025 Jan 09, 2026
Mariner, LLC History Reduced 116,042 9,952 0.01% 0.01% 173 -1,930 -1.64% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 115,208 9,881 0.01% 0.01% 174 +38,893 50.96% Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Added to 110,801 9,503 0.72% 0.65% 175 +182 0.16% Q4 2025 Jan 23, 2026
180 WEALTH ADVISORS, LLC History Reduced 110,693 9,494 1.08% 1.04% 176 -1,167 -1.04% Q4 2025 Jan 09, 2026
Advisory Services Network, LLC History Reduced 110,686 9,493 0.13% 0.13% 177 -1,194 -1.07% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History Reduced 110,250 9,456 0.66% 0.95% 178 -70,765 -39.09% Q4 2025 Feb 12, 2026
Glenorchy Capital Ltd History Reduced 109,867 9,423 0.57% 1.32% 179 -7,526 -6.41% Q4 2025 Jan 30, 2026
COMERICA BANK History Added to 108,045 9,267 0.04% 0.03% 180 +4,119 3.96% Q4 2025 Jan 29, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Added to 106,137 9,103 6.43% 6.76% 181 +1,797 1.72% Q4 2025 Feb 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 104,228 8,939 0.01% 0.01% 182 +17,709 20.47% Q4 2025 Feb 18, 2026
Grand Central Investment Group History New 104,148 8,932 6.48% — 183 +104,148 New Q4 2025 Feb 18, 2026
Amitell Capital Pte Ltd History New 103,661 8,891 9.94% — 184 +103,661 New Q4 2025 Feb 12, 2026
Csenge Advisory Group History Reduced 102,478 8,789 0.4% 0.42% 185 -12,379 -10.78% Q4 2025 Feb 06, 2026
First Washington CORP History Reduced 102,367 8,780 2.27% 2.64% 186 -26,730 -20.71% Q4 2025 Feb 13, 2026
Cairn Investment Group, Inc. History Reduced 102,285 8,773 4.16% 5.3% 187 -49,915 -32.8% Q4 2025 Feb 02, 2026
ALLIANZ SE History Reduced 101,106 8,671 0.11% 0.17% 188 -6,454 -6.0% Q4 2025 Feb 13, 2026
Chicago Wealth Management, Inc. History Added to 100,792 8,644 3.47% 3.33% 189 +759 0.76% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Added to 100,759 8,642 0.15% 0.17% 190 +5,705 6.0% Q4 2025 Feb 09, 2026
Waratah Capital Advisors Ltd. History Reduced 100,000 8,577 0.29% 5.17% 191 -3,732,700 -97.39% Q4 2025 Feb 09, 2026
iA Global Asset Management Inc. History New 100,000 8,577 0.11% — 192 +100,000 New Q4 2025 Feb 05, 2026
Polymer Capital Management (HK) LTD History Added to 99,479 8,532 1.21% 0.82% 193 +22,032 28.45% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 97,986 8,404 0.05% 0.05% 194 -8,917 -8.34% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 97,603 8,371 0.2% 0.19% 195 +841 0.87% Q4 2025 Jan 29, 2026
Stratos Wealth Partners, LTD. History Added to 97,121 8,330 0.09% 0.07% 196 +14,451 17.48% Q4 2025 Jan 20, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 96,253 8,255 0.28% 0.18% 197 +30,779 47.01% Q4 2025 Feb 12, 2026
Redhawk Wealth Advisors, Inc. History Added to 94,010 8,063 0.9% 0.05% 198 +87,880 1433.61% Q4 2025 Jan 14, 2026
Summit Financial, LLC History Reduced 93,586 8,026 0.12% 0.13% 199 -17,043 -15.41% Q4 2025 Feb 13, 2026
Creative Planning History Added to 93,366 8,007 0.01% 0.01% 200 +24 0.03% Q4 2025 Feb 17, 2026
Apriem Advisors History Reduced 92,497 7,933 0.73% 0.67% 201 -41 -0.04% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 90,676 7,777 0.02% 0.01% 202 +10,640 13.29% Q4 2025 Jan 30, 2026
NewEdge Wealth, LLC History Added to 89,388 7,666 0.09% 0.09% 203 +2,532 2.92% Q4 2025 Feb 03, 2026
BNC WEALTH MANAGEMENT, LLC History Added to 88,782 7,614 1.95% 0.08% 204 +84,718 2084.6% Q4 2025 Jan 22, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 88,658 7,604 0.43% 0.38% 205 +7,725 9.54% Q4 2025 Feb 04, 2026
MAI Capital Management History Added to 88,462 7,587 0.04% 0.02% 206 +48,559 121.69% Q4 2025 Feb 13, 2026
Tandem Financial, LLC History Added to 223,196 7,568 9.07% 5.36% 207 +34,434 18.24% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Added to 88,223 7,566 0.01% 0.01% 208 +16,538 23.07% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Reduced 88,102 7,556 0.04% 0.08% 209 -78,160 -47.01% Q4 2025 Jan 26, 2026
Valence8 US LP History Added to 87,482 7,503 2.22% 2.28% 210 +455 0.52% Q4 2025 Feb 09, 2026
Uniting Wealth Partners, LLC History Reduced 87,420 7,497 2.3% 1.59% 211 -785 -0.89% Q4 2025 Feb 13, 2026
Asset One Wealth Management LLC History New 79,404 7,479 1.02% — 212 +79,404 New Q4 2025 Feb 17, 2026
&PARTNERS History Added to 86,675 7,432 0.04% 0.04% 213 +3,538 4.26% Q4 2025 Feb 17, 2026
CANTOR FITZGERALD, L. P. History New 86,382 7,408 0.11% — 214 +86,382 New Q4 2025 Feb 17, 2026
VMS Asset Management Limited History New 86,010 7,377 2.84% — 215 +86,010 New Q4 2025 Feb 11, 2026
EFG International AG History New 84,479 7,246 0.14% — 216 +84,479 New Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Reduced 84,299 7,230 0.1% 0.08% 217 -2,922 -3.35% Q4 2025 Feb 02, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 84,017 7,206 0.58% 0.62% 218 -9,491 -10.15% Q4 2025 Feb 12, 2026
Allianz Asset Management GmbH History Reduced 83,900 7,196 0.01% 0.01% 219 -55,800 -39.94% Q4 2025 Feb 11, 2026
BFI Infinity Ltd. History Reduced 83,874 7,193 4.48% 9.15% 220 -97,634 -53.79% Q4 2025 Jan 14, 2026
BANQUE PICTET & CIE SA History Added to 83,500 7,161 0.04% 0.03% 221 +10,200 13.92% Q4 2025 Jan 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 82,551 7,080 0.23% 0.27% 222 -22,365 -21.32% Q4 2025 Feb 13, 2026
Beirne Wealth Consulting Services, LLC History Reduced 82,056 7,039 2.04% 1.55% 223 -2,382 -2.82% Q4 2025 Jan 29, 2026
Pinnacle Wealth Management Group, Inc. History Reduced 81,878 7,022 3.51% 3.31% 224 -2,535 -3.0% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Reduced 81,776 7,013 0.08% 0.11% 225 -36,129 -30.64% Q4 2025 Jan 15, 2026
Kingsview Wealth Management, LLC History Reduced 80,115 6,871 0.1% 0.2% 226 -91,389 -53.29% Q4 2025 Feb 09, 2026
Invesco Ltd. History Reduced 80,000 6,861 0.0% 0.01% 227 -420,000 -84.0% Q4 2025 Feb 19, 2026
LONESTAR CAPITAL MANAGEMENT LLC History Reduced 80,000 6,861 1.1% 1.23% 228 -30,000 -27.27% Q4 2025 Feb 17, 2026
Comprehensive Wealth Management, LLC History Added to 79,754 6,840 4.04% 1.43% 229 +53,295 201.42% Q4 2025 Feb 11, 2026
Union Bancaire Privee, UBP SA History Added to 96,604 6,827 0.08% 0.0% 230 +94,430 4343.61% Q4 2025 Jan 05, 2026
Capital Markets Trading UK LLP History Added to 79,519 6,820 0.1% 0.03% 231 +55,572 232.06% Q4 2025 Feb 20, 2026
Decker Retirement Planning Inc. History Added to 78,894 6,766 3.36% 0.68% 232 +62,792 389.96% Q4 2025 Jan 26, 2026
Westover Capital Advisors, LLC History Reduced 78,570 6,738 1.23% 1.12% 233 -408 -0.52% Q4 2025 Feb 09, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 78,242 6,710 0.7% 0.49% 234 -1,141 -1.44% Q4 2025 Feb 09, 2026
D.A. DAVIDSON & CO. History Reduced 77,884 6,680 0.04% 0.05% 235 -18,918 -19.54% Q4 2025 Jan 29, 2026
Inlight Wealth Management, LLC History Reduced 77,543 6,650 2.43% 2.81% 236 -746 -0.95% Q4 2025 Jan 23, 2026
Main Street Financial Solutions, LLC History Reduced 77,510 6,647 0.5% 0.43% 237 -9,334 -10.75% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 77,470 6,645 0.01% 0.01% 238 +2,250 2.99% Q4 2025 Mar 09, 2026
Index Fund Advisors, Inc. History Reduced 77,234 6,624 0.31% 0.31% 239 -5,135 -6.23% Q4 2025 Jan 29, 2026
Cheviot Value Management, LLC History Reduced 58,977 6,614 0.65% 0.5% 240 -6,912 -10.49% Q4 2025 Feb 03, 2026
NEVILLE RODIE & SHAW INC History Reduced 77,044 6,608 0.47% 0.45% 241 -4,815 -5.88% Q4 2025 Jan 06, 2026
Cresset Asset Management, LLC History Added to 76,691 6,577 0.03% 0.02% 242 +1,846 2.47% Q4 2025 Feb 17, 2026
P SCHOENFELD ASSET MANAGEMENT LP History New 75,000 6,432 2.27% — 243 +75,000 New Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 74,679 6,404 0.01% 0.01% 244 +33,296 80.46% Q4 2025 Feb 13, 2026
Fortis Advisors, LLC History Reduced 74,668 6,404 3.47% 3.29% 245 -1,942 -2.53% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Added to 74,262 6,369 0.15% 0.12% 246 +11,879 19.04% Q4 2025 Feb 17, 2026
Intesa Sanpaolo Wealth Management History New 71,825 6,160 1.27% — 247 +71,825 New Q4 2025 Feb 12, 2026
Blume Capital Management, Inc. History Reduced 71,587 6,140 1.12% 1.17% 248 -8,760 -10.9% Q4 2025 Feb 05, 2026
SBI Securities Co., Ltd. History Reduced 71,232 6,109 0.16% 0.22% 249 -43,412 -37.87% Q4 2025 Feb 03, 2026
LSP Investment Advisors, LLC History No change 70,500 6,046 3.21% 3.24% 250 0 0.0% Q4 2025 Feb 17, 2026
Arlington Capital Management, Inc. History Reduced 70,027 6,006 3.69% 3.46% 251 -963 -1.36% Q4 2025 Jan 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 69,683 5,976 0.31% 0.33% 252 +47 0.07% Q4 2025 Jan 26, 2026
EVOKE WEALTH, LLC History Reduced 69,482 5,959 0.11% 0.12% 253 -10,074 -12.66% Q4 2025 Feb 06, 2026
Morton Capital Management LLC/CA History Reduced 68,244 5,853 0.9% 0.89% 254 -2,780 -3.91% Q4 2025 Feb 03, 2026
BARINGS LLC History Added to 68,047 5,836 0.11% 0.01% 255 +59,934 738.74% Q4 2025 Feb 12, 2026
Dauntless Investment Group, LLC History New 67,200 5,763 4.58% — 256 +67,200 New Q4 2025 Feb 17, 2026
Heck Capital Advisors, LLC History Reduced 67,189 5,762 0.43% 0.4% 257 -1,000 -1.47% Q4 2025 Jan 16, 2026
SPROTT INC. History Added to 66,444 5,698 0.19% 0.17% 258 +1,987 3.08% Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History Reduced 66,012 5,675 0.07% 0.07% 259 -1,298 -1.93% Q4 2025 Feb 05, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 65,100 5,583 0.02% 0.26% 260 -765,900 -92.17% Q4 2025 Jan 28, 2026
DME Capital Management, LP History Reduced 64,960 5,571 0.2% 0.23% 261 -11,500 -15.04% Q4 2025 Feb 17, 2026
FNY Investment Advisers, LLC History Added to 64,920 5,567 1.57% 0.0% 262 +64,753 38774.25% Q4 2025 Jan 16, 2026
MOULTON WEALTH MANAGEMENT, INC History Added to 64,492 5,528 5.24% 3.47% 263 +2,034 3.26% Q4 2025 Jan 13, 2026
Beverly Hills Private Wealth, LLC History Added to 64,309 5,515 0.94% 0.81% 264 +4,002 6.64% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 64,186 5,505 0.12% 0.06% 265 +33,178 107.0% Q4 2025 Feb 06, 2026
CMC Financial Group History Added to 63,517 5,447 9.72% 8.91% 266 +517 0.82% Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Added to 63,490 5,445 0.04% 0.03% 267 +9,185 16.91% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 62,881 5,393 0.03% — 268 +62,881 New Q4 2025 Feb 18, 2026
Capital Wealth Alliance, LLC History Reduced 52,586 5,383 2.3% 2.36% 269 -9,489 -15.29% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History New 62,104 5,326 0.02% — 270 +62,104 New Q4 2025 Feb 12, 2026
Hilltop Holdings Inc. History Reduced 62,038 5,321 0.31% 0.26% 271 -2,859 -4.41% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 61,454 5,270 0.01% 0.01% 272 +4,536 7.97% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Reduced 60,536 5,192 0.03% 0.03% 273 -3,487 -5.45% Q4 2025 Jan 12, 2026
Freemont Management S.A. History Reduced 60,000 5,146 0.9% 4.58% 274 -60,000 -50.0% Q4 2025 Feb 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 59,900 5,137 0.04% 0.04% 275 -3,063 -4.86% Q4 2025 Feb 12, 2026
Guild Investment Management, Inc. History Reduced 59,451 5,099 3.78% 3.68% 276 -1,152 -1.9% Q4 2025 Jan 21, 2026
Marex Group plc History Reduced 59,440 5,098 0.03% 0.06% 277 -43,182 -42.08% Q4 2025 Feb 12, 2026
MOON CAPITAL MANAGEMENT LP History No change 59,123 5,070 3.15% 3.32% 278 0 0.0% Q4 2025 Feb 17, 2026
III Capital Management History New 58,200 4,991 0.73% — 279 +58,200 New Q4 2025 Feb 17, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 58,158 4,988 0.24% 0.35% 280 -7,034 -10.79% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 58,114 4,984 0.07% 0.07% 281 +10,349 21.67% Q4 2025 Feb 06, 2026
Drum Hill Capital, LLC History Reduced 57,845 4,961 5.15% 4.8% 282 -235 -0.4% Q4 2025 Jan 26, 2026
DV Trading LLC History New 57,695 4,948 0.14% — 283 +57,695 New Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 57,792 4,942 0.02% — 284 +57,792 New Q4 2025 Feb 13, 2026
Oxbow Advisors, LLC History Reduced 57,358 4,919 0.43% 0.61% 285 -28,995 -33.58% Q4 2025 Feb 04, 2026
MGO ONE SEVEN LLC History Reduced 55,951 4,798 0.1% 0.1% 286 -3,235 -5.47% Q4 2025 Feb 03, 2026
Kovack Advisors, Inc. History Added to 55,750 4,781 0.22% 0.2% 287 +27,845 99.78% Q4 2025 Feb 17, 2026
K.J. Harrison & Partners Inc History Added to 55,515 4,761 0.63% 0.41% 288 +18,080 48.3% Q4 2025 Feb 03, 2026
Krilogy Financial LLC History Reduced 44,032 4,732 0.16% 0.12% 289 -1,931 -4.2% Q4 2025 Jan 27, 2026
Clear Street Group Inc. History New 55,000 4,717 0.02% — 290 +55,000 New Q4 2025 Feb 13, 2026
OneAscent Financial Services LLC History New 54,452 4,670 0.43% — 291 +54,452 New Q4 2025 Feb 11, 2026
LaSalle St. Investment Advisors, LLC History Added to 54,438 4,669 0.75% 0.72% 292 +1,604 3.04% Q4 2025 Feb 17, 2026
Continuum Advisory, LLC History Reduced 54,127 4,642 0.46% 0.52% 293 -10,723 -16.54% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Reduced 53,484 4,587 0.1% 0.09% 294 -1,704 -3.09% Q4 2025 Feb 02, 2026
Geneos Wealth Management Inc. History Reduced 51,518 4,418 0.11% 0.14% 295 -21,696 -29.63% Q4 2025 Jan 28, 2026
CWM, LLC History Added to 53,124 4,393 0.01% 0.01% 296 +9,335 21.32% Q4 2025 Jan 26, 2026
IMC-Chicago, LLC History Reduced 51,158 4,387 0.0% 0.0% 297 -47,086 -47.93% Q4 2025 Jan 29, 2026
Parker Investment Management, LLC History Reduced 50,839 4,360 0.62% 6.29% 298 -639,000 -92.63% Q4 2025 Feb 13, 2026
NVWM, LLC History Reduced 50,672 4,346 0.95% 0.89% 299 -1,216 -2.34% Q4 2025 Jan 20, 2026
Global Endowment Management, LP History Reduced 50,000 4,289 0.54% 0.53% 300 -5,000 -9.09% Q4 2025 Feb 13, 2026
Yong Rong (HK) Asset Management Ltd History No change 50,000 4,289 1.3% 0.78% 301 0 0.0% Q4 2025 Jan 30, 2026
CALTON & ASSOCIATES, INC. History Reduced 49,778 4,269 0.63% 0.61% 302 -3,172 -5.99% Q4 2025 Feb 10, 2026
Crescent Grove Advisors, LLC History Added to 49,623 4,256 0.39% 0.22% 303 +18,586 59.88% Q4 2025 Feb 11, 2026
Mesirow Financial Investment Management, Inc. History Reduced 49,112 4,212 0.09% 0.08% 304 -8,719 -15.08% Q4 2025 Feb 05, 2026
Capstone Wealth Management Group LLC History Added to 49,101 4,211 2.55% 2.29% 305 +2,176 4.64% Q4 2025 Jan 09, 2026
Fortis Group Advisors, LLC History Added to 44,678 4,208 0.71% 0.53% 306 +1,611 3.74% Q4 2025 Feb 06, 2026
Evelyn Partners Investment Management Services Ltd History Added to 48,834 4,188 0.52% 0.46% 307 +4,242 9.51% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Reduced 47,950 4,112 0.27% 0.24% 308 -1,079 -2.2% Q4 2025 Jan 23, 2026
Sigma Planning Corp History Added to 44,392 4,103 0.11% 0.07% 309 +13,374 43.12% Q4 2025 Jan 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 47,813 4,100 0.09% 0.09% 310 -995 -2.04% Q4 2025 Jan 27, 2026
Rothschild Wealth LLC History New 47,389 4,064 0.39% — 311 +47,389 New Q4 2025 Feb 17, 2026
Aries Wealth Management History Reduced 47,364 4,062 0.9% 0.86% 312 -40 -0.08% Q4 2025 Jan 30, 2026
GAMCO INVESTORS, INC. ET AL History No change 46,915 4,023 0.04% 0.03% 313 0 0.0% Q4 2025 Feb 05, 2026
Cavalier Investments, LLC History Added to 46,441 3,983 0.2% 0.24% 314 +8,285 21.71% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 45,657 3,916 0.11% 0.06% 315 +20,892 84.36% Q4 2025 Feb 12, 2026
SAPIENT CAPITAL LLC History Reduced 45,043 3,911 0.05% 0.05% 316 -1,350 -2.91% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History Added to 45,499 3,902 0.1% 0.02% 317 +37,494 468.38% Q4 2025 Feb 02, 2026
Balefire, LLC History Reduced 45,113 3,869 0.75% 0.81% 318 -7,747 -14.66% Q4 2025 Jan 12, 2026
RAHLFS CAPITAL, LLC History No change 44,655 3,830 2.97% 2.7% 319 0 0.0% Q4 2025 Feb 05, 2026
Quadrant Private Wealth Management, LLC History Added to 44,630 3,827 0.63% 0.62% 320 +1 0.0% Q4 2025 Jan 26, 2026
CITY HOLDING CO History Reduced 44,295 3,799 0.47% 0.67% 321 -25,200 -36.26% Q4 2025 Jan 22, 2026
IAM Advisory, LLC History Reduced 44,291 3,798 0.84% 0.81% 322 -2,804 -5.95% Q4 2025 Jan 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 44,176 3,792 0.01% — 323 +44,176 New Q4 2025 Feb 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 44,000 3,773 0.01% 0.0% 324 +29,700 207.69% Q4 2025 Feb 12, 2026
E&G Advisors, LP History Reduced 43,960 3,764 0.84% 0.78% 325 -50 -0.11% Q4 2025 Jan 23, 2026
Equitable Holdings, Inc. History Added to 43,616 3,740 0.03% 0.02% 326 +12,594 40.6% Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History Reduced 43,079 3,694 0.2% 0.2% 327 -3,354 -7.22% Q4 2025 Jan 07, 2026
RIA Advisory Group LLC History Reduced 42,923 3,681 0.89% 0.87% 328 -1,643 -3.69% Q4 2025 Feb 02, 2026
Integrated Advisors Network LLC History Reduced 42,697 3,662 0.16% 0.15% 329 -3,245 -7.06% Q4 2025 Feb 17, 2026
S&CO INC History Reduced 42,589 3,652 0.23% 0.2% 330 -608 -1.41% Q4 2025 Feb 05, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 42,575 3,651 0.87% 0.13% 331 +35,066 466.99% Q4 2025 Feb 13, 2026
BCS Private Wealth Management, Inc. History Added to 42,510 3,646 1.25% 0.94% 332 +8,116 23.6% Q4 2025 Jan 26, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 42,472 3,642 0.06% 0.14% 333 -42,400 -49.96% Q4 2025 Feb 19, 2026
NCM Capital Management, LLC History Added to 42,331 3,630 1.35% 1.23% 334 +874 2.11% Q4 2025 Mar 02, 2026
Rockport Wealth LLC History Reduced 42,142 3,614 0.7% 1.14% 335 -31,189 -42.53% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 41,150 3,529 0.13% 0.11% 336 +5,728 16.17% Q4 2025 Feb 06, 2026
Clark Capital Management Group, Inc. History Reduced 41,131 3,527 0.02% 0.03% 337 -18,063 -30.51% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 40,458 3,470 0.0% 0.0% 338 +986 2.5% Q4 2025 Feb 06, 2026
Magnus Financial Group LLC History Added to 40,403 3,465 0.26% 0.17% 339 +12,395 44.26% Q4 2025 Jan 07, 2026
HSBC HOLDINGS PLC History No change 40,320 3,458 0.0% 0.0% 340 0 0.0% Q4 2025 Mar 20, 2026
L1 Global Manager Pty Ltd History New 40,000 3,430 2.24% — 342 +40,000 New Q4 2025 Feb 13, 2026
PARK NATIONAL CORP /OH/ History No change 40,000 3,430 0.11% 0.1% 341 0 0.0% Q4 2025 Jan 05, 2026
Hedges Asset Management LLC History No change 39,900 3,422 2.41% 2.33% 343 0 0.0% Q4 2025 Jan 27, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 39,249 3,366 1.12% 1.23% 344 -8,335 -17.52% Q4 2025 Jan 22, 2026
Wealthspire Advisors, LLC History Reduced 39,197 3,361 0.03% 0.02% 345 -554 -1.39% Q4 2025 Feb 13, 2026
Dana Investment Advisors, Inc. History Added to 39,138 3,356 0.1% 0.09% 346 +196 0.5% Q4 2025 Feb 05, 2026
ABBINGTON INVESTMENT GROUP History Reduced 39,111 3,354 2.29% 2.76% 347 -3,046 -7.23% Q4 2025 Jan 26, 2026
Park Edge Advisors, LLC History New 38,926 3,338 0.76% — 348 +38,926 New Q4 2025 Jan 16, 2026
Apollon Wealth Management, LLC History Added to 38,866 3,333 0.06% 0.05% 349 +189 0.49% Q4 2025 Jan 22, 2026
Anson Capital, Inc. History Reduced 38,614 3,311 2.41% 2.38% 350 -2,974 -7.15% Q4 2025 Feb 04, 2026
Concurrent Investment Advisors, LLC History Added to 38,428 3,295 0.04% 0.05% 351 +4,036 11.74% Q4 2025 Jan 29, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History New 38,047 3,263 2.66% — 352 +38,047 New Q4 2025 Jan 22, 2026
Trek Financial, LLC History Added to 37,218 3,192 0.18% 0.16% 353 +2,573 7.43% Q4 2025 Feb 04, 2026
IEQ CAPITAL, LLC History Added to 36,963 3,170 0.01% 0.01% 354 +511 1.4% Q4 2025 Feb 13, 2026
Arkos Global Advisors History No change 36,673 3,145 0.4% 0.36% 355 0 0.0% Q4 2025 Feb 13, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History Reduced 36,562 3,135 1.45% 1.37% 356 -284 -0.77% Q4 2025 Jan 15, 2026
Montis Financial, LLC History Reduced 36,374 3,119 0.62% 0.66% 357 -1,254 -3.33% Q4 2025 Feb 11, 2026
One Capital Management, LLC History Reduced 36,298 3,113 0.09% 0.1% 358 -5,945 -14.07% Q4 2025 Feb 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 35,991 3,087 0.04% 0.03% 359 +3,799 11.8% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 35,898 3,079 0.01% 0.01% 360 +9,960 38.4% Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History Reduced 35,864 3,076 0.14% 0.17% 361 -11,873 -24.87% Q4 2025 Feb 02, 2026
Regal Partners Ltd History Added to 35,551 3,049 0.18% 0.11% 362 +15,222 74.88% Q4 2025 Feb 18, 2026
Regal Investment Advisors LLC History Added to 35,427 3,038 0.18% 0.16% 363 +3,323 10.35% Q4 2025 Feb 17, 2026
BigSur Wealth Management LLC History No change 35,400 3,036 0.74% 0.66% 364 0 0.0% Q4 2025 Jan 27, 2026
Camarda Financial Advisors, LLC History Reduced 35,252 3,023 1.15% 1.09% 365 -3,383 -8.76% Q4 2025 Feb 17, 2026
Verger Capital Management LLC History Added to 35,147 3,014 0.89% 0.82% 366 +2,056 6.21% Q4 2025 Feb 02, 2026
Centurion Wealth Management LLC History Added to 35,000 3,001 0.66% 0.6% 367 +350 1.01% Q4 2025 Jan 14, 2026
SMART Wealth LLC History Reduced 34,770 2,982 0.91% 1.14% 368 -4,870 -12.29% Q4 2025 Jan 26, 2026
Wakefield Asset Management LLLP History Added to 34,675 2,974 0.81% 0.72% 369 +129 0.37% Q4 2025 Feb 05, 2026
IFC Advisors LLC History Added to 34,639 2,971 0.43% 0.4% 370 +6,310 22.27% Q4 2025 Feb 12, 2026
Berkeley Capital Partners, LLC History Reduced 34,604 2,967 0.7% 1.97% 371 -74,586 -68.31% Q4 2025 Feb 05, 2026
Moors & Cabot, Inc. History Reduced 34,485 2,957 0.13% 0.12% 372 -1,954 -5.36% Q4 2025 Feb 10, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 34,149 2,928 0.1% 0.08% 373 +4,194 14.0% Q4 2025 Feb 11, 2026
Dynamic Wealth Strategies, LLC History Reduced 34,026 2,918 1.74% 1.77% 374 -561 -1.62% Q4 2025 Feb 04, 2026
Asset Management One Co., Ltd. History Reduced 33,984 2,917 0.01% 0.01% 375 -18,735 -35.54% Q4 2025 Jan 27, 2026
FIDUCIARY TRUST CO History Reduced 33,353 2,860 0.03% 0.03% 376 -950 -2.77% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 2,830 2,830 0.0% — 377 +2,830 New Q4 2025 Feb 17, 2026
Realta Investment Advisors History Reduced 32,962 2,827 0.93% 0.89% 378 -2,051 -5.86% Q4 2025 Jan 20, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 32,944 2,825 1.48% — 379 +32,944 New Q4 2025 Feb 12, 2026
LFA - Lugano Financial Advisors SA History Added to 32,318 2,771 1.43% 1.18% 380 +2,978 10.15% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Added to 32,290 2,769 0.0% 0.0% 381 +6,766 26.51% Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Added to 31,503 2,702 0.21% 0.16% 382 +6,356 25.28% Q4 2025 Feb 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 31,377 2,691 0.0% — 383 +31,377 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 31,355 2,689 0.0% 0.0% 384 -142 -0.45% Q4 2025 Feb 17, 2026
LEUTHOLD GROUP, LLC History Reduced 31,317 2,686 0.29% 0.27% 385 -1,168 -3.6% Q4 2025 Feb 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 31,284 2,683 0.3% 0.33% 386 -6,755 -17.76% Q4 2025 Jan 22, 2026
J.W. COLE ADVISORS, INC. History Reduced 73,730 2,666 0.06% 0.11% 387 -4,313 -5.53% Q4 2025 Feb 11, 2026
Everstar Asset Management, LLC History New 23,704 2,653 1.42% — 388 +23,704 New Q4 2025 Feb 05, 2026
Hollow Brook Wealth Management LLC History Reduced 30,798 2,641 0.68% 0.63% 389 -4,105 -11.76% Q4 2025 Feb 17, 2026
Great Diamond Partners, LLC History Reduced 30,768 2,638 0.51% 0.55% 390 -6,546 -17.54% Q4 2025 Feb 06, 2026
VestGen Advisors, LLC History Added to 30,281 2,597 0.11% 0.07% 391 +3,566 13.35% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 30,113 2,582 0.06% 0.03% 392 +15,500 106.07% Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Reduced 30,000 2,573 0.3% 0.32% 393 -5,000 -14.29% Q4 2025 Feb 17, 2026
Ionic Capital Management LLC History Reduced 29,864 2,561 0.33% 0.37% 394 -16,127 -35.07% Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Added to 29,585 2,537 0.09% 0.02% 395 +24,688 504.15% Q4 2025 Feb 09, 2026
ICICI Prudential Asset Management Co Ltd History Reduced 29,060 2,492 0.29% 0.34% 396 -13,600 -31.88% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Reduced 28,876 2,476 0.09% 0.11% 397 -11,371 -28.25% Q4 2025 Jan 13, 2026
GFS Advisors, LLC History Reduced 28,833 2,473 0.29% 0.3% 398 -1,459 -4.82% Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Reduced 28,815 2,471 0.04% 0.04% 399 -1,625 -5.34% Q4 2025 Feb 12, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 28,630 2,455 0.33% 0.56% 400 -23,587 -45.17% Q4 2025 Feb 12, 2026
Pine Valley Investments Ltd Liability Co History Added to 28,067 2,407 0.11% 0.1% 401 +140 0.5% Q4 2025 Feb 13, 2026
Private Wealth Advisors, LLC History Reduced 27,820 2,386 0.76% 1.49% 402 -30,035 -51.91% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 27,625 2,369 0.06% 0.06% 403 -964 -3.37% Q4 2025 Feb 09, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 27,300 2,341 1.4% 0.26% 404 +21,900 405.56% Q4 2025 Feb 03, 2026
StoneX Group Inc. History Added to 27,228 2,338 0.1% 0.06% 405 +10,618 63.93% Q4 2025 Feb 12, 2026
Arete Wealth Advisors, LLC History Added to 27,093 2,324 0.14% 0.04% 406 +18,922 231.58% Q4 2025 Feb 13, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 27,093 2,323 1.85% 1.73% 407 +696 2.64% Q4 2025 Jan 21, 2026
M&T BANK CORP History Added to 27,081 2,322 0.01% 0.01% 408 +401 1.5% Q4 2025 Jan 30, 2026
ExodusPoint Capital Management, LP History New 27,052 2,320 0.02% — 409 +27,052 New Q4 2025 Feb 17, 2026
SFG Wealth Management, LLC. History Added to 26,930 2,309 0.91% 0.66% 410 +7,124 35.97% Q4 2025 Feb 03, 2026
Independent Family Office, LLC History No change 26,795 2,298 0.96% 0.87% 411 0 0.0% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 26,482 2,271 0.01% 0.01% 412 0 0.0% Q4 2025 Jan 30, 2026
Koa Wealth Management, LLC History Reduced 26,443 2,268 1.56% 1.68% 413 -3,207 -10.82% Q4 2025 Jan 29, 2026
Hanson & Doremus Investment Management History Reduced 26,144 2,242 0.27% 0.36% 414 -11,115 -29.83% Q4 2025 Jan 20, 2026
B. Riley Wealth Advisors, Inc. History Added to 25,879 2,219 0.1% 0.06% 415 +9,542 58.41% Q4 2025 Feb 17, 2026
Abbot Financial Management, Inc. History No change 25,700 2,204 0.91% 0.84% 416 0 0.0% Q4 2025 Feb 13, 2026
Professional Financial Advisors, LLC History Added to 25,601 2,195 0.45% 0.41% 417 +195 0.77% Q4 2025 Jan 15, 2026
Curi Capital, LLC History Added to 25,170 2,158 0.04% 0.04% 418 +1 0.0% Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Reduced 25,159 2,157 0.18% 0.17% 419 -1,964 -7.24% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 25,010 2,145 0.01% 0.01% 420 -8,620 -25.63% Q4 2025 Feb 10, 2026
Mirador Capital Partners LP History Added to 25,014 2,145 0.29% 0.25% 421 +1,935 8.38% Q4 2025 Jan 14, 2026
Graham Capital Management, L.P. History Reduced 25,000 2,144 0.05% 1.1% 422 -887,500 -97.26% Q4 2025 Feb 17, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 24,914 2,136 0.14% 0.08% 423 +7,960 46.95% Q4 2025 Jan 07, 2026
Cushing Capital Partners, LLC History Added to 24,867 2,132 1.58% 1.02% 424 +7,809 45.78% Q4 2025 Jan 14, 2026
BEACON ADVISORS HOLDINGS, LLC History New 24,813 2,128 1.12% — 425 +24,813 New Q4 2025 Feb 27, 2026
Trueblood Wealth Management, LLC History Reduced 24,553 2,105 0.82% 0.8% 426 -2,348 -8.73% Q4 2025 Jan 21, 2026
CMT Capital Markets Trading GmbH History Added to 24,446 2,097 0.02% 0.0% 427 +18,119 286.38% Q4 2025 Feb 20, 2026
CAXTON ASSOCIATES LLP History Added to 24,319 2,085 0.04% 0.01% 428 +16,387 206.59% Q4 2025 Feb 13, 2026
Ameliora Wealth Management Ltd. History Added to 24,013 2,059 0.63% 0.54% 429 +2,947 13.99% Q4 2025 Jan 21, 2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ History Added to 24,000 2,058 3.02% 1.94% 430 +7,000 41.18% Q4 2025 Feb 09, 2026
Quarry LP History Reduced 23,948 2,054 0.32% 0.72% 431 -19,248 -44.56% Q4 2025 Feb 13, 2026
American Capital Advisory, LLC History Added to 23,875 2,047 0.89% 0.85% 432 +7 0.03% Q4 2025 Jan 30, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 23,784 2,039 0.1% 0.08% 433 +6,887 40.76% Q4 2025 Jan 28, 2026
Echo45 Advisors LLC History Reduced 23,643 2,027 1.16% 1.8% 434 -16,591 -41.24% Q4 2025 Feb 06, 2026
MASECO LLP History Reduced 23,511 2,016 0.09% 0.1% 435 -3,180 -11.91% Q4 2025 Jan 22, 2026
Global Retirement Partners, LLC History Added to 23,483 2,014 0.04% 0.02% 436 +9,931 73.28% Q4 2025 Feb 06, 2026
Cutler Capital Management, LLC History Reduced 23,387 2,005 0.58% 0.58% 437 -270 -1.14% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 23,371 2,004 0.13% 0.12% 438 +26 0.11% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 22,904 1,964 0.01% — 439 +22,904 New Q4 2025 Feb 05, 2026
Cassady Wealth & Retirement Planning, LLC History New 22,740 1,950 1.27% — 440 +22,740 New Q4 2025 Apr 02, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Reduced 22,695 1,946 0.28% 0.29% 441 -2,721 -10.71% Q4 2025 Feb 10, 2026
Spire Wealth Management History Reduced 22,680 1,945 0.07% 0.06% 442 -1,381 -5.74% Q4 2025 Jan 14, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 22,652 1,942 0.03% 0.03% 443 +3,149 16.15% Q4 2025 Feb 12, 2026
Fund Advisors of America Inc/FL History New 22,604 1,938 1.78% — 444 +22,604 New Q4 2025 Mar 13, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 22,580 1,936 0.02% 0.02% 445 +1,600 7.63% Q4 2025 Jan 26, 2026
Geneva Partners, LLC History Added to 22,534 1,932 0.69% 0.61% 446 +534 2.43% Q4 2025 Feb 03, 2026
Maltin Wealth Management, Inc. History Reduced 22,485 1,928 0.77% 0.83% 447 -3,793 -14.43% Q4 2025 Jan 15, 2026
Trans-Canada Capital Inc. History New 22,450 1,925 0.11% — 448 +22,450 New Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History New 19,553 1,901 0.06% — 449 +19,553 New Q4 2025 Jan 23, 2026
Lionsbridge Wealth Management LLC History Reduced 21,994 1,886 1.91% 1.74% 450 -1,124 -4.86% Q4 2025 Jan 26, 2026
Carl P. Sherr & Co., LLC History New 20,000 1,884 0.84% — 451 +20,000 New Q4 2025 Feb 09, 2026
Americana Partners, LLC History Added to 21,892 1,877 0.05% 0.05% 452 +1,852 9.24% Q4 2025 Feb 06, 2026
Hennion & Walsh Asset Management, Inc. History Added to 21,872 1,875 0.06% 0.06% 453 +940 4.49% Q4 2025 Jan 14, 2026
Atria Investments, Inc History Reduced 21,845 1,873 0.02% 0.03% 454 -7,766 -26.23% Q4 2025 Feb 05, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 21,640 1,856 0.19% 0.14% 455 +4,469 26.03% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Reduced 21,570 1,850 0.09% 0.09% 456 -2,080 -8.79% Q4 2025 Feb 13, 2026
FIRST AMERICAN TRUST, FSB History Reduced 21,405 1,835 0.13% 0.13% 457 -1,809 -7.79% Q4 2025 Feb 11, 2026
KEATING INVESTMENT COUNSELORS INC History No change 21,350 1,831 0.51% 0.47% 458 0 0.0% Q4 2025 Jan 30, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 21,300 1,826 0.22% 0.21% 459 +57 0.27% Q4 2025 Jan 26, 2026
Sequoia Financial Advisors, LLC History Reduced 20,959 1,797 0.01% 0.01% 460 -4,760 -18.51% Q4 2025 Feb 03, 2026
Trademark Financial Management, LLC History Reduced 20,919 1,794 0.99% 0.98% 461 -1,189 -5.38% Q4 2025 Jan 28, 2026
WT Wealth Management History Added to 20,799 1,783 0.51% 0.39% 462 +2,961 16.6% Q4 2025 Feb 02, 2026
Western Wealth Management, LLC History Added to 20,700 1,775 0.08% 0.07% 463 +3,100 17.61% Q4 2025 Feb 05, 2026
Citizens National Bank Trust Department History Added to 20,596 1,766 0.3% 0.25% 464 +2,392 13.14% Q4 2025 Jan 30, 2026
Tradewinds, LLC. History Reduced 20,460 1,754 0.42% 0.38% 465 -62 -0.3% Q4 2025 Feb 13, 2026
BARD ASSOCIATES INC History Reduced 20,405 1,750 0.45% 0.45% 466 -1,992 -8.89% Q4 2025 Feb 13, 2026
Gordian Capital Singapore Pte Ltd History Added to 20,400 1,749 2.42% 1.86% 467 +2,400 13.33% Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 20,324 1,743 0.13% 0.14% 468 -5,384 -20.94% Q4 2025 Feb 12, 2026
CENTRAL TRUST Co History Added to 20,233 1,735 0.03% 0.03% 469 +2,595 14.71% Q4 2025 Feb 02, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History New 20,110 1,724 0.09% — 470 +20,110 New Q4 2025 Feb 17, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 20,031 1,718 0.57% 0.59% 471 -3,179 -13.7% Q4 2025 Jan 27, 2026
Verition Fund Management LLC History New 20,000 1,715 0.01% — 472 +20,000 New Q4 2025 Feb 13, 2026
Alphadyne Asset Management LP History New 20,000 1,715 0.04% — 473 +20,000 New Q4 2025 Feb 17, 2026
Select Asset Management & Trust History Reduced 20,000 1,715 0.53% 0.71% 474 -10,000 -33.33% Q4 2025 Feb 10, 2026
Community Bank, N.A. History No change 20,000 1,715 0.2% 0.18% 475 0 0.0% Q4 2025 Feb 04, 2026
Brookwood Investment Group LLC History Reduced 19,853 1,702 0.2% 0.2% 476 -592 -2.9% Q4 2025 Jan 22, 2026
Argyle Capital Partners, LLC History Reduced 19,789 1,697 1.24% 1.34% 477 -4,766 -19.41% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 19,387 1,662 0.04% 0.04% 478 +1,783 10.13% Q4 2025 Feb 17, 2026
NATIXIS History Reduced 19,333 1,658 0.01% 0.01% 479 -1,974 -9.26% Q4 2025 Feb 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 19,251 1,651 0.18% 0.18% 480 -1,615 -7.74% Q4 2025 Jan 20, 2026
Williams & Novak, LLC History Reduced 19,220 1,648 1.24% 1.28% 481 -2,615 -11.98% Q4 2025 Feb 05, 2026
Vanguard Capital Wealth Advisors History Reduced 19,210 1,647 1.32% 1.44% 482 -4,325 -18.38% Q4 2025 Jan 16, 2026
Verity Asset Management, Inc. History Added to 19,107 1,638 0.7% 0.36% 483 +4,765 33.22% Q4 2025 Jan 30, 2026
FIRST NATIONAL BANK OF OMAHA History New 18,849 1,636 0.05% — 484 +18,849 New Q4 2025 Feb 13, 2026
Stamos Capital Partners, L.P. History Added to 18,987 1,628 0.26% 0.26% 485 +650 3.54% Q4 2025 Feb 12, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 18,861 1,617 0.35% 0.35% 486 -1,285 -6.38% Q4 2025 Jan 29, 2026
Capula Management Ltd History Reduced 18,760 1,609 0.01% 0.09% 487 -228,348 -92.41% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 18,750 1,608 0.01% 0.01% 488 +97 0.52% Q4 2025 Feb 17, 2026
Capital Investment Advisors, LLC History Reduced 18,653 1,599 0.02% 0.02% 490 -1,048 -5.32% Q4 2025 Jan 13, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 18,650 1,599 0.06% 0.05% 489 0 0.0% Q4 2025 Feb 04, 2026
Allred Capital Management, LLC History Reduced 18,096 1,552 0.56% 0.67% 491 -7,128 -28.26% Q4 2025 Feb 10, 2026
CLG LLC History Reduced 18,092 1,551 0.39% 2.46% 492 -100,189 -84.7% Q4 2025 Jan 15, 2026
Independent Advisor Alliance History Reduced 18,030 1,546 0.04% 0.05% 493 -5,382 -22.99% Q4 2025 Feb 04, 2026
Kurv Investment Management LLC History New 17,976 1,541 1.45% — 494 +17,976 New Q4 2025 Feb 17, 2026
Blue Line Capital, LLC / IL History New 17,929 1,537 1.82% — 496 +17,929 New Q4 2025 Feb 17, 2026
MSH Capital Advisors LLC History Added to 17,921 1,537 0.33% 0.36% 495 +488 2.8% Q4 2025 Feb 09, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Added to 17,803 1,526 0.69% 0.47% 497 +5,866 49.14% Q4 2025 Feb 10, 2026
Allegheny Financial Group History Reduced 17,645 1,513 0.22% 0.27% 498 -983 -5.28% Q4 2025 Feb 02, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 17,405 1,492 0.09% 0.08% 499 0 0.0% Q4 2025 Jan 23, 2026
Sterling Capital Management LLC History No change 16,993 1,457 0.02% 0.02% 500 0 0.0% Q4 2025 Feb 13, 2026
Fort Sheridan Advisors LLC History Reduced 16,881 1,447 0.18% 0.17% 501 -497 -2.86% Q4 2025 Feb 10, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 16,815 1,442 0.12% 0.11% 502 +795 4.96% Q4 2025 Feb 09, 2026
CARDIFF PARK ADVISORS, LLC History Added to 16,623 1,425 0.12% 0.04% 503 +10,045 152.71% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Reduced 15,574 1,418 0.05% 0.04% 504 -5 -0.03% Q4 2025 Jan 08, 2026
Pettinga Financial Advisors LLC History Reduced 16,230 1,392 0.26% 0.25% 505 -228 -1.39% Q4 2025 Feb 12, 2026
Argent Trust Co History Reduced 16,200 1,389 0.05% 0.05% 506 -2,232 -12.11% Q4 2025 Feb 10, 2026
Lane Generational LLC History No change 16,201 1,389 1.26% 1.03% 507 0 0.0% Q4 2025 Feb 12, 2026
Financially Speaking Inc History Reduced 16,170 1,386 0.9% 3.09% 508 -45,430 -73.75% Q4 2025 Feb 10, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History Reduced 16,000 1,372 0.67% 1.25% 509 -18,000 -52.94% Q4 2025 Feb 06, 2026
Q Fund Management (Hong Kong) Ltd History New 16,000 1,372 1.29% — 510 +16,000 New Q4 2025 Jan 14, 2026
Darden Wealth Group Inc History Added to 15,922 1,365 0.66% 0.43% 511 +5,134 47.59% Q4 2025 Feb 09, 2026
GTS SECURITIES LLC History Added to 15,795 1,354 0.05% 0.02% 512 +9,413 147.49% Q4 2025 Feb 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 15,685 1,345 0.16% 0.19% 513 -5,275 -25.17% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 15,651 1,342 0.02% 0.02% 514 -8,970 -36.43% Q4 2025 Feb 13, 2026
Man Group plc History Reduced 15,523 1,331 0.0% 0.0% 515 -17,318 -52.73% Q4 2025 Feb 17, 2026
Crusonia Wealth Advisors LLC History New 15,517 1,330 0.29% — 516 +15,517 New Q4 2025 Feb 18, 2026
Bellevue Group AG History Reduced 15,500 1,329 0.03% 0.03% 517 -3,000 -16.22% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 15,221 1,305 0.0% 0.0% 518 -914 -5.66% Q4 2025 Feb 12, 2026
Rock Point Advisors, LLC History Reduced 15,012 1,287 0.32% 0.35% 519 -2,050 -12.02% Q4 2025 Feb 04, 2026
Rather & Kittrell, Inc. History Reduced 14,891 1,277 0.21% 0.51% 521 -23,001 -60.7% Q4 2025 Jan 28, 2026
JNBA Financial Advisors History No change 14,898 1,277 0.11% 0.1% 520 0 0.0% Q4 2025 Jan 26, 2026
Indie Asset Partners, LLC History Reduced 14,834 1,272 1.42% 1.51% 522 -10 -0.07% Q4 2025 Feb 03, 2026
Ballentine Partners, LLC History No change 14,810 1,270 0.02% 0.02% 523 0 0.0% Q4 2025 Feb 03, 2026
Cornerstone Wealth Management, LLC History Added to 14,564 1,249 0.06% 0.06% 524 +812 5.9% Q4 2025 Feb 05, 2026
United Capital Management of KS, Inc. History New 14,522 1,245 0.17% — 525 +14,522 New Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History No change 14,510 1,244 0.0% 0.0% 526 0 0.0% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History Added to 14,389 1,234 0.02% 0.01% 527 +1,797 14.27% Q4 2025 Feb 02, 2026
Formidable Asset Management, LLC History Reduced 16,114 1,231 0.18% 0.15% 528 -2,675 -14.24% Q4 2025 Jan 16, 2026
CREDIT AGRICOLE S A History Reduced 14,339 1,229 0.0% 0.02% 529 -92,179 -86.54% Q4 2025 Feb 17, 2026
Secure Asset Management, LLC History Reduced 14,283 1,225 0.19% 0.2% 530 -1,602 -10.08% Q4 2025 Jan 20, 2026
Schneider Downs Wealth Management Advisors, LP History No change 14,249 1,222 0.14% 0.13% 531 0 0.0% Q4 2025 Feb 12, 2026
Stack Financial Management, Inc History Added to 14,247 1,221 0.09% 0.07% 532 +2,669 23.05% Q4 2025 Feb 03, 2026
IFG Advisory, LLC History Reduced 14,222 1,219 0.05% 0.07% 533 -4,573 -24.33% Q4 2025 Feb 10, 2026
Seneca Financial Advisors LLC History Reduced 14,209 1,218 0.37% 0.53% 534 -7,063 -33.2% Q4 2025 Jan 26, 2026
Hudson Value Partners, LLC History Added to 14,108 1,210 0.36% 0.33% 535 +21 0.15% Q4 2025 Jan 28, 2026
Mezzasalma Advisors, LLC History Reduced 13,970 1,197 0.29% 0.28% 536 -580 -3.99% Q4 2025 Jan 21, 2026
Chemistry Wealth Management LLC History No change 13,909 1,192 0.22% 0.2% 537 0 0.0% Q4 2025 Jan 06, 2026
Phraction Management LLC History No change 13,770 1,181 0.31% 0.3% 538 0 0.0% Q4 2025 Jan 26, 2026
CENTAURUS FINANCIAL, INC. History Added to 13,730 1,178 0.05% 0.04% 539 +3,525 34.54% Q4 2025 Feb 13, 2026
Clear Creek Financial Management, LLC History Added to 13,657 1,171 0.1% 0.09% 540 +112 0.83% Q4 2025 Jan 23, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 13,650 1,170 0.02% 0.32% 541 -58,750 -81.15% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 13,622 1,168 0.0% 0.0% 542 -2,050 -13.08% Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History New 13,600 1,166 0.02% — 543 +13,600 New Q4 2025 Feb 11, 2026
Simplicity Wealth,LLC History Reduced 13,552 1,162 0.07% 0.1% 544 -8,142 -37.53% Q4 2025 Jan 30, 2026
Worth Asset Management, LLC History Added to 13,408 1,150 0.49% 0.43% 545 +995 8.02% Q4 2025 Jan 14, 2026
GLENMEDE TRUST CO NA History New 13,404 1,149 0.01% — 546 +13,404 New Q4 2025 Feb 17, 2026
Coordinated Financial Services, Inc. History Reduced 13,320 1,142 0.66% 0.68% 547 -638 -4.57% Q4 2025 Feb 09, 2026
AdvisorNet Financial, Inc History Added to 13,274 1,138 0.06% 0.06% 548 +257 1.97% Q4 2025 Jan 20, 2026
CURA WEALTH ADVISORS, LLC History No change 13,214 1,133 0.43% 0.39% 549 0 0.0% Q4 2025 Jan 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 13,102 1,123 0.08% 0.08% 550 +850 6.94% Q4 2025 Jan 07, 2026
Lexington Hill Partners, LLC History New 13,040 1,118 0.84% — 551 +13,040 New Q4 2025 Feb 19, 2026
Ancora Advisors LLC History Reduced 13,019 1,116 0.02% 0.02% 552 -599 -4.4% Q4 2025 Feb 17, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 12,940 1,109 0.27% 0.25% 553 -150 -1.15% Q4 2025 Jan 20, 2026
STEVENS CAPITAL MANAGEMENT LP History Reduced 12,918 1,108 0.39% 0.45% 554 -31,382 -70.84% Q4 2025 Feb 03, 2026
Carnegie Lake Advisors LLC History No change 12,900 1,106 0.42% 0.38% 555 0 0.0% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Reduced 12,886 1,105 0.03% 0.03% 556 -583 -4.33% Q4 2025 Feb 19, 2026
J. Safra Sarasin Holding AG History Reduced 12,829 1,100 0.02% 0.02% 558 -500 -3.75% Q4 2025 Jan 15, 2026
GenTrust, LLC History Reduced 12,833 1,100 0.05% 0.04% 557 -41 -0.32% Q4 2025 Feb 02, 2026
Fortis Capital Management LLC History Added to 12,716 1,090 0.14% 0.14% 559 +74 0.59% Q4 2025 Feb 13, 2026
FIFTH THIRD SECURITIES, INC. History Added to 12,610 1,081 0.07% 0.05% 560 +3,521 38.74% Q4 2025 Jan 23, 2026
Game Creek Capital, LP History Reduced 12,500 1,072 0.35% 0.37% 562 -1,300 -9.42% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Reduced 12,500 1,072 0.0% 0.0% 561 -1,000 -7.41% Q4 2025 Feb 11, 2026
Columbus Macro, LLC History Reduced 12,476 1,070 0.12% 0.16% 563 -6,314 -33.6% Q4 2025 Jan 15, 2026
US BANCORP \DE\ History Added to 12,440 1,066 0.0% 0.0% 564 +54 0.44% Q4 2025 Jan 30, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 12,237 1,062 0.07% 0.07% 565 +98 0.81% Q4 2025 Jan 15, 2026
PFG Investments, LLC History Added to 12,371 1,061 0.05% 0.05% 566 +350 2.91% Q4 2025 Jan 26, 2026
4WEALTH ADVISORS, INC. History Reduced 12,325 1,057 0.9% 0.9% 567 -890 -6.73% Q4 2025 Jan 21, 2026
Plancorp, LLC History No change 12,287 1,053 0.03% 0.03% 568 0 0.0% Q4 2025 Feb 05, 2026
Gladstone Institutional Advisory LLC History Added to 12,260 1,051 0.04% 0.03% 569 +629 5.41% Q4 2025 Feb 17, 2026
Seelaus Asset Management LLC History Reduced 12,172 1,043 0.83% 0.92% 570 -2,985 -19.69% Q4 2025 Feb 04, 2026
FLOW TRADERS U.S. LLC History New 12,117 1,039 0.03% — 571 +12,117 New Q4 2025 Feb 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 11,980 1,027 0.08% 0.07% 572 +912 8.24% Q4 2025 Feb 17, 2026
Meridian Wealth Advisors, LLC History Added to 11,955 1,025 0.14% 0.13% 573 +85 0.72% Q4 2025 Feb 17, 2026
Wellington Shields Capital Management, LLC History Reduced 11,800 1,012 0.15% 0.16% 574 -2,100 -15.11% Q4 2025 Feb 09, 2026
Next Capital Management LLC History No change 11,752 1,007 0.32% 0.3% 575 0 0.0% Q4 2025 Feb 11, 2026
Crabel Capital Management, LLC History Reduced 11,627 997 0.75% 1.71% 576 -13,450 -53.63% Q4 2025 Feb 17, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 11,573 992 0.21% 0.16% 577 +3,749 47.92% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 11,531 989 0.02% 0.02% 578 +1,417 14.01% Q4 2025 Jan 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 11,410 978 0.01% 0.01% 579 +34 0.3% Q4 2025 Jan 30, 2026
Legacy Wealth Managment, LLC/ID History Reduced 11,381 976 0.47% 0.69% 580 -8,575 -42.97% Q4 2025 Feb 03, 2026
Autumn Glory Partners, LLC History Added to 11,252 965 0.34% 0.35% 581 +2 0.02% Q4 2025 Jan 27, 2026
Corecam Pte. Ltd. History Reduced 11,240 964 0.5% 0.6% 582 -3,700 -24.77% Q4 2025 Mar 02, 2026
CIDEL ASSET MANAGEMENT INC History Added to 11,217 962 0.07% 0.03% 583 +4,721 72.68% Q4 2025 Jan 21, 2026
TORONTO DOMINION BANK History Reduced 11,165 957 0.0% 0.01% 584 -37,831 -77.21% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 11,167 957 0.01% 0.01% 585 +1,134 11.3% Q4 2025 Jan 16, 2026
Atlantic Union Bankshares Corp History Added to 11,157 956 0.02% 0.02% 586 +283 2.6% Q4 2025 Feb 04, 2026
Global View Capital Management LLC History Added to 11,136 955 0.18% 0.07% 587 +6,712 151.72% Q4 2025 Jan 14, 2026
WESPAC Advisors SoCal, LLC History Added to 11,095 951 0.19% 0.17% 588 +330 3.07% Q4 2025 Jan 07, 2026
Anchor Investment Management, LLC History No change 11,025 945 0.08% 0.07% 589 0 0.0% Q4 2025 Feb 26, 2026
HUB Investment Partners, LLC History Added to 11,014 944 0.02% 0.02% 590 +4,270 63.32% Q4 2025 Feb 17, 2026
MIZUHO MARKETS AMERICAS LLC History New 11,001 943 0.02% — 593 +11,001 New Q4 2025 Feb 06, 2026
GARRISON POINT ADVISORS, LLC History Added to 11,000 943 0.42% 0.32% 592 +990 9.89% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History No change 11,000 943 0.0% 0.0% 591 0 0.0% Q4 2025 Feb 13, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 10,934 937 0.55% 0.52% 594 -664 -5.73% Q4 2025 Jan 21, 2026
Prosperity Consulting Group, LLC History New 10,919 936 0.04% — 595 +10,919 New Q4 2025 Feb 17, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 8,690 930 0.43% 0.56% 596 -3,264 -27.3% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Reduced 10,789 926 0.07% 0.07% 597 -1,113 -9.35% Q4 2025 Jan 29, 2026
Synergy Asset Management, LLC History Reduced 10,768 923 0.1% 0.07% 598 -20,597 -65.67% Q4 2025 Jan 13, 2026
Lumbard & Kellner, LLC History No change 10,684 916 0.32% 0.3% 599 0 0.0% Q4 2025 Feb 03, 2026
Visionary Wealth Advisors History Reduced 10,613 910 0.04% 0.04% 600 -220 -2.03% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 10,500 900 0.0% — 601 +10,500 New Q4 2025 Feb 12, 2026
Cumberland Partners Ltd History No change 10,440 895 0.05% 0.05% 602 0 0.0% Q4 2025 Feb 06, 2026
Morse Asset Management, Inc History Added to 10,414 893 0.18% 0.13% 603 +1,763 20.38% Q4 2025 Feb 03, 2026
Elequin Capital, LP History New 10,328 885 0.07% — 604 +10,328 New Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Reduced 10,300 883 0.0% 0.0% 605 -2,100 -16.94% Q4 2025 Feb 11, 2026
Werba Rubin Papier Wealth Management History Added to 10,300 883 0.24% 0.13% 606 +27 0.26% Q4 2025 Jan 27, 2026
ROMAN BUTLER FULLERTON & CO History New 8,325 875 0.23% — 607 +8,325 New Q4 2025 Jan 26, 2026
SANDERS MORRIS HARRIS LLC History New 9,500 867 1.34% — 608 +9,500 New Q4 2025 Jan 08, 2026
GK Wealth Management LLC History Added to 10,042 861 0.57% 0.46% 609 +1,775 21.47% Q4 2025 Jan 05, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 9,967 854 0.05% 0.07% 610 -2,189 -18.01% Q4 2025 Feb 11, 2026
Essex Financial Services, Inc. History Reduced 9,948 853 0.05% 0.06% 611 -2,445 -19.73% Q4 2025 Feb 10, 2026
Solstein Capital, LLC History Reduced 9,954 853 0.34% 0.18% 612 -539 -5.14% Q4 2025 Feb 13, 2026
Strait & Sound Wealth Management LLC History Added to 9,938 852 0.32% 0.28% 613 +294 3.05% Q4 2025 Feb 04, 2026
SIMON QUICK ADVISORS, LLC History No change 9,850 844 0.04% 0.03% 614 0 0.0% Q4 2025 Jan 29, 2026
FIRST MANHATTAN CO. LLC. History New 9,750 836 0.0% — 615 +9,750 New Q4 2025 Feb 17, 2026
WESPAC Advisors, LLC History New 9,734 834 0.45% — 617 +9,734 New Q4 2025 Jan 14, 2026
CAPITAL ADVISORS INC/OK History Added to 9,735 834 0.01% 0.01% 616 +1,500 18.21% Q4 2025 Jan 15, 2026
Euro Pacific Asset Management, LLC History Added to 13,445 826 0.09% 0.09% 618 +1,062 8.58% Q4 2025 Jan 21, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 9,605 823 0.07% 0.05% 619 +1,812 23.25% Q4 2025 Jan 15, 2026
White Lighthouse Investment Management Inc. History Reduced 9,548 818 0.11% 0.13% 620 -1,534 -13.84% Q4 2025 Feb 09, 2026
Pathway Financial Advisors LLC History Reduced 8,859 816 0.1% 0.1% 621 -904 -9.26% Q4 2025 Jan 14, 2026
Oppenheimer & Close, LLC History Reduced 9,504 815 0.56% 0.51% 622 -350 -3.55% Q4 2025 Feb 10, 2026
Radnor Capital Management, LLC History No change 9,500 814 0.12% 0.11% 623 0 0.0% Q4 2025 Feb 06, 2026
Castleview Partners, LLC History Reduced 9,309 798 0.4% 0.42% 624 -847 -8.34% Q4 2025 Jan 12, 2026
Centennial Wealth Advisory LLC History Reduced 9,267 794 0.21% 0.2% 625 -206 -2.17% Q4 2025 Jan 14, 2026
Insight Wealth Partners, LLC History Added to 9,175 786 0.11% 0.1% 627 +4,888 114.02% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Added to 9,165 786 0.02% 0.02% 626 +1,689 22.59% Q4 2025 Jan 23, 2026
Peregrine Asset Advisers, Inc. History Added to 9,141 784 0.22% 0.16% 628 +2,328 34.17% Q4 2025 Feb 02, 2026
Three Cord True Wealth Management, LLC History New 9,139 783 0.46% — 629 +9,139 New Q4 2025 Feb 05, 2026
MOODY LYNN & LIEBERSON, LLC History No change 9,100 780 0.04% 0.04% 630 0 0.0% Q4 2025 Jan 15, 2026
Douglass Winthrop Advisors, LLC History Added to 9,075 778 0.01% 0.01% 631 +2,050 29.18% Q4 2025 Feb 12, 2026
WESBANCO BANK INC History Added to 9,052 776 0.02% 0.02% 632 +318 3.64% Q4 2025 Feb 03, 2026
Arkadios Wealth Advisors History Added to 9,004 772 0.01% 0.01% 633 +2,234 33.0% Q4 2025 Feb 13, 2026
Vivaldi Capital Management LP History Added to 8,981 770 0.1% 0.1% 634 +125 1.41% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 8,970 769 0.01% 0.01% 635 -1,984 -18.11% Q4 2025 Jan 05, 2026
Providence First Trust Co History New 8,952 767 0.27% — 636 +8,952 New Q4 2025 Feb 03, 2026
Miller Financial Services LLC History Reduced 8,882 761 0.89% 0.8% 637 -215 -2.36% Q4 2025 Feb 12, 2026
Round Rock Advisors LLC History Added to 8,857 759 0.11% 0.08% 638 +2,164 32.33% Q4 2025 Jan 27, 2026
Copia Wealth Management History Reduced 8,838 758 0.54% 0.51% 639 -67 -0.75% Q4 2025 Feb 06, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 8,830 757 0.25% 0.28% 640 -1,713 -16.25% Q4 2025 Feb 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 8,665 754 0.0% 0.0% 642 +443 5.39% Q4 2025 Jan 27, 2026
Wilmington Savings Fund Society, FSB History No change 8,800 754 0.02% 0.02% 641 0 0.0% Q4 2025 Feb 12, 2026
D.B. Root & Company, LLC History Added to 8,780 753 0.18% 0.07% 643 +4,985 131.36% Q4 2025 Feb 03, 2026
Portfolio Strategies, Inc. History No change 8,789 753 0.09% 0.08% 644 0 0.0% Q4 2025 Jan 27, 2026
ALTFEST L J & CO INC History Reduced 8,762 751 0.08% 0.08% 645 -177 -1.98% Q4 2025 Jan 23, 2026
FLAGSTAR ADVISORS INC History Reduced 8,722 748 0.25% 0.21% 646 -432 -4.72% Q4 2025 Jan 13, 2026
Rathbones Group PLC History Reduced 8,704 746 0.0% 0.0% 647 -2,523 -22.47% Q4 2025 Feb 06, 2026
Gainplan LLC History Reduced 8,676 744 0.28% 0.56% 648 -8,657 -49.95% Q4 2025 Jan 23, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 8,673 743 0.01% 0.01% 649 -381 -4.21% Q4 2025 Feb 11, 2026
FOSTER & MOTLEY INC History Reduced 8,556 734 0.04% 0.04% 650 -950 -9.99% Q4 2025 Jan 15, 2026
Ballew Advisors, Inc History Reduced 7,602 733 0.41% 0.42% 651 -1,962 -20.51% Q4 2025 Jan 14, 2026
Sunbeam Capital Management, LLC History Added to 8,511 729 0.43% 0.2% 653 +4,279 101.11% Q4 2025 Feb 13, 2026
SS&H Financial Advisors, Inc. History No change 8,500 729 0.21% 0.2% 652 0 0.0% Q4 2025 Jan 20, 2026
RWA WEALTH PARTNERS, LLC History Added to 8,486 727 0.01% 0.01% 654 +370 4.56% Q4 2025 Feb 12, 2026
Confluence Wealth Services, Inc. History No change 8,383 719 0.03% 0.03% 655 0 0.0% Q4 2025 Jan 28, 2026
FARMERS TRUST CO History Reduced 8,286 710 0.12% 0.11% 656 -21 -0.25% Q4 2025 Jan 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 8,260 708 0.56% — 657 +8,260 New Q4 2025 Feb 11, 2026
Stratos Wealth Advisors, LLC History Reduced 8,244 707 0.03% 0.03% 658 -632 -7.12% Q4 2025 Jan 20, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 8,223 705 0.08% 0.09% 659 -800 -8.87% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History Reduced 8,186 702 0.04% 0.05% 660 -3,352 -29.05% Q4 2025 Feb 11, 2026
Crestmont Private Wealth LLC History No change 8,192 702 0.23% 0.21% 661 0 0.0% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Reduced 8,151 699 0.01% 0.02% 662 -1,596 -16.37% Q4 2025 Jan 16, 2026
Cherry Tree Wealth Management, LLC History Reduced 8,035 689 0.15% 0.13% 663 -2 -0.02% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History No change 7,476 688 0.01% 0.01% 664 0 0.0% Q4 2025 Jan 26, 2026
AlphaStar Capital Management, LLC History Reduced 8,007 686 0.05% 0.05% 665 -2 -0.02% Q4 2025 Feb 02, 2026
CWC Advisors, LLC. History Reduced 7,936 680 0.33% 0.3% 666 -109 -1.35% Q4 2025 Jan 26, 2026
SeaBridge Investment Advisors LLC History Reduced 7,911 678 0.11% 0.17% 667 -5,500 -41.01% Q4 2025 Jan 26, 2026
CMG Global Holdings, LLC History Reduced 6,825 673 0.3% 0.29% 668 -580 -7.83% Q4 2025 Feb 05, 2026
STABLEFORD CAPITAL II LLC History No change 7,850 673 0.24% 0.22% 669 0 0.0% Q4 2025 Jan 13, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 7,800 669 0.04% 0.04% 670 0 0.0% Q4 2025 Feb 10, 2026
Avidian Wealth Enterprises, LLC History Reduced 7,790 668 0.02% 0.02% 671 -219 -2.73% Q4 2025 Feb 02, 2026
ROCKLAND TRUST CO History Reduced 7,767 666 0.03% 0.03% 672 -1,044 -11.85% Q4 2025 Jan 15, 2026
Parkway Wealth Management Group, LLC History New 7,706 660 0.09% — 673 +7,706 New Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 7,673 658 0.0% 0.0% 674 -5,125 -40.05% Q4 2025 Feb 02, 2026
Edgestream Partners, L.P. History Added to 7,639 655 0.02% 0.01% 675 +3,362 78.61% Q4 2025 Feb 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 7,550 647 0.1% 0.1% 676 -9 -0.12% Q4 2025 Jan 14, 2026
Merit Financial Group, LLC History Reduced 7,506 643 0.01% 0.01% 677 -523 -6.51% Q4 2025 Jan 26, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 7,484 641 0.32% 0.28% 678 0 0.0% Q4 2025 Jan 30, 2026
COMMERCE BANK History Added to 7,417 636 0.0% 0.0% 679 +1,280 20.86% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 7,353 630 0.01% 0.01% 680 -3,863 -34.44% Q4 2025 Feb 13, 2026
Redwood Wealth Management Group, LLC History No change 7,300 626 0.26% 0.24% 681 0 0.0% Q4 2025 Feb 03, 2026
Ketron Financial History New 7,282 624 0.21% — 682 +7,282 New Q4 2025 Feb 24, 2026
Strategic Investment Solutions, Inc. /IL History Added to 7,206 618 0.15% 0.14% 683 +297 4.3% Q4 2025 Feb 27, 2026
Harvest Fund Management Co., Ltd History No change 7,191 617 0.02% 0.02% 684 0 0.0% Q4 2025 Feb 11, 2026
IPG Investment Advisors LLC History Added to 7,177 615 0.11% 0.09% 685 +425 6.29% Q4 2025 Feb 09, 2026
Cascade Financial Partners, LLC History No change 7,179 615 0.06% 0.06% 686 0 0.0% Q4 2025 Feb 06, 2026
Custos Family Office, LLC History Added to 7,160 614 0.42% 0.31% 687 +50 0.7% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 7,064 605 0.0% 0.0% 688 +376 5.62% Q4 2025 Feb 10, 2026
Clientfirst Wealth Management, LLC History No change 7,000 600 0.48% 0.43% 689 0 0.0% Q4 2025 Feb 06, 2026
Broussard Financial Group LLC History New 6,979 598 0.48% — 690 +6,979 New Q4 2025 Feb 02, 2026
Q3 Asset Management History Reduced 6,715 595 0.14% 1.7% 691 -58,492 -89.7% Q4 2025 Jan 27, 2026
Perennial Investment Advisors, LLC History Added to 6,942 595 0.05% 0.03% 692 +2,170 45.47% Q4 2025 Feb 17, 2026
HBW ADVISORY SERVICES LLC History Reduced 6,933 594 0.06% 0.09% 693 -3,969 -36.41% Q4 2025 Jan 23, 2026
Ameritas Advisory Services, LLC History Reduced 6,919 593 0.02% 0.1% 696 -12,658 -64.66% Q4 2025 Feb 04, 2026
TWO SIGMA SECURITIES, LLC History New 6,917 593 0.08% — 694 +6,917 New Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Added to 6,914 593 0.02% 0.01% 695 +1,016 17.23% Q4 2025 Feb 06, 2026
Successful Portfolios LLC History No change 6,404 592 0.3% 0.29% 697 0 0.0% Q4 2025 Jan 23, 2026
Dakota Wealth Management History Added to 6,886 590 0.01% 0.01% 698 +2,627 61.68% Q4 2025 Jan 13, 2026
Coastal Bridge Advisors, LLC History Added to 6,789 582 0.04% 0.04% 699 +231 3.52% Q4 2025 Feb 18, 2026
Banque Cantonale Vaudoise History Reduced 6,736 578 0.02% 0.08% 700 -22,437 -76.91% Q4 2025 Feb 06, 2026
Onyx Bridge Wealth Group LLC History Added to 6,713 575 0.06% 0.04% 701 +1,305 24.13% Q4 2025 Feb 18, 2026
Sowell Financial Services LLC History Reduced 6,693 574 0.02% 0.03% 703 -2,639 -28.28% Q4 2025 Jan 21, 2026
MONTAG A & ASSOCIATES INC History No change 6,700 574 0.03% 0.02% 702 0 0.0% Q4 2025 Feb 02, 2026
BENJAMIN EDWARDS INC History Added to 6,672 572 0.01% 0.0% 704 +1,765 35.97% Q4 2025 Feb 02, 2026
National Wealth Management Group, LLC History Added to 6,661 571 0.2% 0.13% 705 +2,248 50.94% Q4 2025 Jan 12, 2026
Hara Capital LLC History Reduced 6,637 569 0.32% 0.3% 706 -10 -0.15% Q4 2025 Jan 15, 2026
VANGUARD GROUP INC History No change 6,606 566 0.0% 0.0% 707 0 0.0% Q4 2025 Jan 29, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 6,586 564 0.14% 0.11% 708 +22 0.34% Q4 2025 Jan 08, 2026
Belpointe Asset Management LLC History Reduced 6,566 563 0.02% 0.15% 711 -44,068 -87.03% Q4 2025 Jan 27, 2026
CHOREO, LLC History Added to 6,488 563 0.01% 0.0% 710 +1,670 34.66% Q4 2025 Jan 23, 2026
LGL PARTNERS, LLC History Added to 6,576 563 0.24% 0.21% 709 +47 0.72% Q4 2025 Feb 09, 2026
AK GLOBAL ASSET MANAGEMENT, LLC History New 6,500 557 0.49% — 713 +6,500 New Q4 2025 Jan 21, 2026
Gruss & Co., LLC History Added to 6,500 557 1.22% 0.89% 712 +2,000 44.44% Q4 2025 Feb 10, 2026
Taylor & Morgan Wealth Management, LLC History New 6,424 550 0.31% — 715 +6,424 New Q4 2025 Jan 16, 2026
Lunt Capital Management, Inc. History Reduced 6,420 550 0.21% 0.19% 714 -51 -0.79% Q4 2025 Jan 23, 2026
T3 Companies, LLC History New 6,391 548 0.68% — 716 +6,391 New Q4 2025 Feb 11, 2026
Connective Capital Management, LLC History New 6,310 541 0.32% — 717 +6,310 New Q4 2025 Feb 19, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 6,304 540 0.04% 0.04% 718 -1,219 -16.2% Q4 2025 Jan 23, 2026
Edge Wealth Management LLC History Added to 6,286 539 0.1% 0.08% 719 +450 7.71% Q4 2025 Jan 12, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 6,257 536 0.0% 0.0% 720 -26 -0.41% Q4 2025 Feb 12, 2026
HB Wealth Management, LLC History Reduced 6,241 535 0.0% 0.0% 721 -1,110 -15.1% Q4 2025 Jan 28, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Reduced 6,222 533 0.26% 0.26% 722 -104 -1.64% Q4 2025 Jan 30, 2026
Modera Wealth Management, LLC History Added to 6,209 532 0.01% 0.01% 723 +471 8.21% Q4 2025 Jan 21, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Reduced 6,200 531 0.08% 0.85% 724 -4,900 -44.14% Q4 2025 Feb 11, 2026
WEXFORD CAPITAL LP History New 6,153 527 0.1% — 725 +6,153 New Q4 2025 Feb 13, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 6,100 523 0.17% 0.15% 726 -100 -1.61% Q4 2025 Jan 27, 2026
Garden State Investment Advisory Services LLC History Added to 6,034 517 0.11% 0.08% 727 +1,118 22.74% Q4 2025 Feb 17, 2026
MFA Wealth Services History New 5,946 510 0.34% — 729 +5,946 New Q4 2025 Jan 15, 2026
Founders Financial Alliance, LLC History Reduced 5,953 510 0.1% 0.09% 728 -500 -7.75% Q4 2025 Feb 12, 2026
Accordant Advisory Group Inc History Reduced 5,938 509 0.35% 0.35% 730 -779 -11.6% Q4 2025 Jan 22, 2026
Clear Harbor Asset Management, LLC History No change 5,900 506 0.03% 0.03% 731 0 0.0% Q4 2025 Feb 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 5,906 506 0.06% 0.05% 732 0 0.0% Q4 2025 Feb 13, 2026
Sharp Wealth Advisory, LLC History Reduced 5,876 503 0.25% 0.24% 733 -20 -0.34% Q4 2025 Jan 16, 2026
Clean Yield Group History No change 5,835 500 0.14% 0.13% 734 0 0.0% Q4 2025 Jan 26, 2026
Tyche Wealth Partners LLC History New 5,818 499 0.08% — 736 +5,818 New Q4 2025 Jan 23, 2026
WealthTrust Axiom LLC History No change 5,826 499 0.13% 0.12% 735 0 0.0% Q4 2025 Feb 13, 2026
Key Capital Management, INC History New 5,740 492 0.49% — 738 +5,740 New Q4 2025 Jan 26, 2026
Inscription Capital, LLC History No change 5,747 492 0.05% 0.05% 737 0 0.0% Q4 2025 Jan 29, 2026
Sequent Planning LLC History New 5,727 491 0.12% — 739 +5,727 New Q4 2025 Feb 05, 2026
Spectrum Planning & Advisory Services Inc. History New 5,706 489 0.25% — 740 +5,706 New Q4 2025 Feb 10, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 5,636 483 0.01% 0.01% 742 +72 1.29% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 5,634 483 0.01% 0.01% 741 +44 0.79% Q4 2025 Feb 09, 2026
REGIONS FINANCIAL CORP History Reduced 5,608 480 0.0% 0.18% 743 -533,867 -98.96% Q4 2025 Jan 27, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 5,590 479 0.03% 0.03% 744 +1,000 21.79% Q4 2025 Jan 12, 2026
Principia Wealth Advisory, LLC History Added to 5,588 479 0.3% 0.29% 745 +38 0.68% Q4 2025 Feb 10, 2026
INSPIRION WEALTH ADVISORS, LLC History New 5,549 475 0.06% — 746 +5,549 New Q4 2025 Jan 09, 2026
BESSEMER GROUP INC History Reduced 5,510 473 0.0% 0.0% 748 -1,990 -26.53% Q4 2025 Feb 05, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 5,520 473 0.03% 0.03% 747 0 0.0% Q4 2025 Feb 05, 2026
Stonebridge Financial Group, LLC History Added to 5,466 468 0.04% 0.02% 750 +2,562 88.22% Q4 2025 Jan 21, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 5,468 468 0.02% 0.02% 749 0 0.0% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 5,414 464 0.01% 0.01% 752 +57 1.06% Q4 2025 Jan 16, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 5,416 464 0.08% 0.07% 751 0 0.0% Q4 2025 Feb 09, 2026
North Forty Two & Co. History Added to 5,400 463 0.44% 0.38% 753 +300 5.88% Q4 2025 Feb 09, 2026
First City Capital Management, Inc. History Reduced 5,397 462 0.24% 0.22% 754 -8 -0.15% Q4 2025 Jan 14, 2026
KG&L Capital Management,LLC History Added to 5,386 461 0.11% 0.1% 755 +560 11.6% Q4 2025 Jan 23, 2026
Van Hulzen Asset Management, LLC History Added to 5,368 460 0.03% 0.03% 757 +68 1.28% Q4 2025 Feb 06, 2026
J.Safra Asset Management Corp History No change 5,365 460 0.02% 0.02% 756 0 0.0% Q4 2025 Feb 11, 2026
PKS Advisory Services, LLC History Reduced 5,291 453 0.1% 0.21% 758 -8,003 -60.2% Q4 2025 Feb 02, 2026
Ranch Capital Advisors Inc. History Reduced 5,273 452 0.17% 0.16% 759 -92 -1.71% Q4 2025 Feb 05, 2026
Ethos Financial Group, LLC History Reduced 5,240 449 0.03% 0.04% 760 -693 -11.68% Q4 2025 Jan 20, 2026
Evercore Wealth Management, LLC History Added to 5,232 448 0.01% 0.01% 761 +223 4.45% Q4 2025 Feb 17, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 5,215 447 0.08% 0.08% 762 +215 4.3% Q4 2025 Feb 09, 2026
Maridea Wealth Management LLC History Reduced 5,179 444 0.07% 0.07% 763 -361 -6.52% Q4 2025 Jan 08, 2026
Verdence Capital Advisors LLC History Added to 5,158 442 0.03% 0.02% 765 +803 18.44% Q4 2025 Jan 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 5,154 442 0.01% 0.01% 764 +600 13.18% Q4 2025 Feb 09, 2026
Heartwood Wealth Advisors LLC History No change 5,155 442 0.04% 0.04% 766 0 0.0% Q4 2025 Jan 12, 2026
Per Stirling Capital Management, LLC. History Added to 5,109 438 0.05% 0.03% 767 +2,179 74.37% Q4 2025 Feb 17, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 5,080 435 0.01% 0.0% 769 +3,650 255.24% Q4 2025 Feb 17, 2026
Veracity Capital LLC History Added to 5,081 435 0.13% 0.12% 770 +31 0.61% Q4 2025 Jan 29, 2026
Diversified Trust Co History No change 5,075 435 0.01% 0.01% 768 0 0.0% Q4 2025 Jan 09, 2026
S.A. Mason LLC History Reduced 5,065 434 0.17% 0.17% 771 -50 -0.98% Q4 2025 Jan 29, 2026
Riggs Asset Managment Co. Inc. History Added to 5,045 432 0.09% 0.05% 772 +1,727 52.05% Q4 2025 Jan 29, 2026
World Investment Advisors History Added to 5,028 431 0.01% 0.01% 773 +1,796 55.57% Q4 2025 Mar 12, 2026
Advisor Resource Council History New 4,559 428 0.15% — 775 +4,559 New Q4 2025 Feb 10, 2026
Sculati Wealth Management, LLC History No change 5,000 428 0.15% 0.13% 774 0 0.0% Q4 2025 Feb 05, 2026
OpenArc Corporate Advisory, LLC History New 4,947 424 0.01% — 776 +4,947 New Q4 2025 Feb 13, 2026
Apella Capital, LLC History Reduced 4,922 422 0.01% 0.01% 777 -1,491 -23.25% Q4 2025 Jan 21, 2026
HCR Wealth Advisors History Reduced 4,843 415 0.04% 0.04% 778 -457 -8.62% Q4 2025 Jan 27, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 4,809 412 0.06% 0.05% 779 0 0.0% Q4 2025 Jan 20, 2026
Sumitomo Mitsui Trust Group, Inc. History New 4,800 411 0.0% — 780 +4,800 New Q4 2025 Jan 23, 2026
Trexquant Investment LP History Reduced 4,798 411 0.0% 0.0% 781 -501 -9.45% Q4 2025 Feb 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 4,784 410 0.02% 0.15% 784 -28,581 -85.66% Q4 2025 Jan 20, 2026
Comprehensive Financial Planning, Inc./PA History New 4,784 410 0.27% — 785 +4,784 New Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Added to 4,791 410 0.01% 0.01% 782 +91 1.94% Q4 2025 Feb 06, 2026
American Institute for Advanced Investment Management, LLP History No change 4,785 410 0.26% 0.24% 783 0 0.0% Q4 2025 Feb 04, 2026
LifeGoal Investments, LLC History Added to 4,765 408 0.27% 0.29% 786 +164 3.56% Q4 2025 Jan 15, 2026
AlphaCore Capital LLC History Added to 4,751 407 0.01% 0.01% 787 +1,700 55.72% Q4 2025 Feb 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 4,742 406 0.02% 0.02% 788 -257 -5.14% Q4 2025 Feb 10, 2026
Dynamic Advisor Solutions LLC History Reduced 4,689 402 0.01% 0.01% 789 -423 -8.27% Q4 2025 Jan 09, 2026
CWA Asset Management Group, LLC History Added to 4,688 402 0.01% 0.01% 790 +257 5.8% Q4 2025 Jan 07, 2026
Mayflower Financial Advisors, LLC History Reduced 4,696 402 0.05% 0.05% 791 -5 -0.11% Q4 2025 Jan 13, 2026
Bluesphere Advisors LLC History New 4,684 401 0.18% — 792 +4,684 New Q4 2025 Jan 21, 2026
Jaffetilchin Investment Partners, LLC History Added to 4,668 400 0.02% 0.02% 793 +53 1.15% Q4 2025 Jan 15, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 4,600 399 0.17% 0.1% 794 +1,500 48.39% Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 4,648 398 0.01% — 795 +4,648 New Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History No change 4,574 392 0.03% 0.03% 796 0 0.0% Q4 2025 Jan 21, 2026
Bath Savings Trust Co History Added to 4,550 390 0.04% 0.03% 797 +700 18.18% Q4 2025 Jan 12, 2026
KFA Private Wealth Group, LLC History Added to 4,454 382 0.09% 0.09% 798 +117 2.7% Q4 2025 Jan 07, 2026
First Heartland Consultants, Inc. History New 4,428 379 0.03% — 799 +4,428 New Q4 2025 Jan 09, 2026
XML Financial, LLC History Reduced 4,420 379 0.03% 0.03% 801 -420 -8.68% Q4 2025 Feb 11, 2026