SPDR GOLD TRUST - GLD

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 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
LMR Partners LLP History Added to 79,402,950 31,468,183 59.22% 0.57% 1 +79,041,960 21895.89% Q4 2025 Feb 17, 2026
CTC LLC History Added to 872,208 21,148,054 10.32% 5.82% 2 +545,402 166.89% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 51,718,017 20,496,367 3.1% 2.5% 3 +5,545,514 12.01% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 42,822,216 16,970,872 1.96% 1.24% 4 +12,390,220 40.71% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 31,585,475 12,517,639 1.88% 1.8% 5 -1,715,970 -5.15% Q4 2025 Feb 17, 2026
Castle Hook Partners LP History Reduced 21,277,400 8,432,446 35.03% 38.64% 6 -178,300 -0.83% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 13,893,741 5,506,228 0.33% 0.24% 7 +2,539,266 22.36% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 12,833,990 5,086,238 0.82% 0.65% 8 +1,191,425 10.23% Q4 2025 Jan 29, 2026
BANK OF AMERICA CORP /DE/ History Reduced 11,343,075 4,495,373 0.33% 0.38% 9 -4,269,186 -27.35% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 11,264,749 4,464,332 1.97% 1.01% 10 +4,881,377 76.47% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 10,096,725 4,001,433 0.07% 0.06% 11 -156,269 -1.52% Q4 2025 Feb 12, 2026
CAXTON CORP History Reduced 6,964 2,759,901 64.5% 11.33% 12 -322 -4.42% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 4,810,571 1,906,477 0.52% 0.47% 13 +258,222 5.67% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 4,648,090 1,842,084 0.34% 0.31% 14 +16,152 0.35% Q4 2025 Feb 13, 2026
Jain Global LLC History Reduced 4,102,679 1,625,932 7.86% 24.44% 15 -10,396,168 -71.7% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Reduced 3,984,558 1,579,120 8.07% 15.78% 16 -5,419,533 -57.63% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 3,955,367 1,567,551 0.19% 0.28% 17 -2,552,657 -39.22% Q4 2025 Mar 25, 2026
Stone Ridge Holdings Group LP History New 3,409,300 1,351,139 98.5% — 18 +3,409,300 New Q4 2025 Feb 17, 2026
Belvedere Trading LLC History Reduced 2,907,031 1,152,085 1.24% 1.47% 19 -693,369 -19.26% Q4 2025 Feb 10, 2026
Parallax Volatility Advisers, L.P. History Reduced 2,817,677 1,116,673 2.2% 3.17% 20 -3,056,300 -52.03% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,418,415 1,041,383 0.47% 0.34% 21 +590,761 71.38% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 2,531,153 1,003,123 0.16% — 22 +2,531,153 New Q4 2025 Feb 17, 2026
First Eagle Investment Management, LLC History Reduced 2,474,833 980,800 1.73% 1.64% 23 -56,363 -2.23% Q4 2025 Feb 04, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,469,069 978,504 0.3% 0.27% 24 +93,326 3.93% Q4 2025 Feb 18, 2026
Twin Tree Management, LP History Reduced 1,798,291 712,680 6.22% 6.78% 25 -2,786,116 -60.77% Q4 2025 Feb 11, 2026
Waratah Capital Advisors Ltd. History Reduced 1,708,200 676,976 22.79% 20.73% 26 -1,593,200 -48.26% Q4 2025 Feb 09, 2026
AMERIPRISE FINANCIAL INC History Added to 1,623,318 643,855 0.15% 0.13% 27 +67,487 4.34% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 1,563,261 619,536 0.04% 0.02% 28 +451,922 40.66% Q4 2025 Feb 11, 2026
NOMURA HOLDINGS INC History Reduced 1,499,600 594,306 0.79% 1.34% 29 -929,400 -38.26% Q4 2025 Feb 17, 2026
TORONTO DOMINION BANK History Reduced 2,217,269 585,495 0.86% 1.15% 30 -825,356 -27.13% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 1,471,504 583,171 1.08% 2.21% 31 -2,783,094 -65.41% Q4 2025 Mar 12, 2026
HighTower Advisors, LLC History Reduced 1,468,274 581,891 0.64% 0.61% 32 -36,175 -2.4% Q4 2025 Feb 06, 2026
TUDOR INVESTMENT CORP ET AL History Added to 1,263,335 500,672 0.93% 983.44% 33 +667,437 112.01% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 1,258,846 498,893 0.71% 0.69% 34 -16,266 -1.28% Q4 2025 Feb 13, 2026
Virtu Financial LLC History New 1,198,436 474,952 18.4% — 35 +1,198,436 New Q4 2025 Feb 23, 2026
BlueCrest Capital Management Ltd History Reduced 1,155,000 457,738 13.74% 1320.66% 36 -921,675 -44.38% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,151,034 456,166 0.14% 0.13% 37 -71,857 -5.88% Q4 2025 Feb 10, 2026
Comprehensive Financial Management LLC History Reduced 1,147,529 454,777 13.71% 12.46% 38 -120,000 -9.47% Q4 2025 Feb 17, 2026
Belfer Management LLC History Reduced 1,123 445,251 7.8% 5.98% 39 -88 -7.27% Q4 2025 Feb 03, 2026
Marino Management, LLC History New 1,106,395 438,475 87.08% — 40 +1,106,395 New Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Added to 1,100,111 435,984 0.4% 0.26% 41 +388,827 54.67% Q4 2025 Feb 13, 2026
SIG BROKERAGE, LP History Added to 1,042,100 412,994 12.84% 1.59% 42 +887,100 572.32% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 991,400 392,901 0.44% 0.06% 43 +891,400 891.4% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 943,871 374,065 0.09% 0.09% 44 -181,505 -16.13% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 938,260 371,841 0.67% 0.58% 45 +109,205 13.17% Q4 2025 Mar 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 905,069 358,687 0.48% 0.42% 46 -11,773 -1.28% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 889,510 352,521 0.39% 0.38% 47 -18,283 -2.01% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 879,901 348,713 0.01% 0.01% 48 -26,105 -2.88% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 852,414 337,828 0.49% 0.37% 49 +46,813 5.81% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 833,104 330,167 0.39% 0.34% 50 +35,729 4.48% Q4 2025 Jan 30, 2026
NORTHERN TRUST CORP History Added to 748,525 296,647 0.04% 0.03% 51 +4,679 0.63% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 742,370 294,208 0.26% 0.28% 52 -128,606 -14.77% Q4 2025 Feb 13, 2026
Arizona PSPRS Trust History No change 724,052 286,949 10.56% 9.46% 53 0 0.0% Q4 2025 Feb 11, 2026
PPSC Investment Service Corp History Added to 711,206 281,858 21.04% 18.33% 54 +61,110 9.4% Q4 2025 Jan 26, 2026
HSBC HOLDINGS PLC History Reduced 703,927 279,758 0.14% 0.14% 55 -23,280 -3.2% Q4 2025 Mar 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 695,583 275,666 0.15% 0.15% 56 +1,122 0.16% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Reduced 657,871 260,721 0.33% 1.17% 57 -314,696 -32.36% Q4 2025 Jan 09, 2026
HARVARD MANAGEMENT CO INC History Reduced 626,450 248,268 11.94% 11.17% 58 -34,941 -5.28% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 601,542 238,397 0.32% 0.28% 59 +17,627 3.02% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 592,598 234,853 0.62% 0.59% 60 -13,593 -2.24% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Reduced 590,889 234,175 1.28% 1.27% 61 -32,705 -5.24% Q4 2025 Feb 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 568,900 225,460 0.78% 0.4% 62 +289,550 103.65% Q4 2025 Jan 28, 2026
Starr Indemnity & Liability Co History Added to 562,220 222,813 63.28% 58.55% 63 +57,802 11.46% Q4 2025 Feb 09, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 546,779 216,693 3.84% 3.21% 64 +31,897 6.2% Q4 2025 Feb 12, 2026
Orbis Allan Gray Ltd History Reduced 523,786 207,581 0.87% 1.2% 65 -265,431 -33.63% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 3,949,227 206,937 0.28% 0.33% 66 +3,360,966 571.34% Q4 2025 Mar 09, 2026
Arnhold LLC History Added to 504,433 199,911 15.16% 14.5% 67 +16,558 3.39% Q4 2025 Feb 09, 2026
Walleye Capital LLC History Added to 489,436 193,968 0.6% 0.57% 68 +60,689 14.15% Q4 2025 Feb 13, 2026
HBK INVESTMENTS L P History No change 488,900 193,755 1.52% 1.91% 69 0 0.0% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 487,961 193,383 0.12% 0.11% 70 +28,485 6.2% Q4 2025 Feb 10, 2026
Allen Investment Management, LLC History Added to 479,794 190,147 2.11% 1.76% 71 +33,431 7.49% Q4 2025 Feb 10, 2026
Bleichroeder LP History No change 475,000 188,247 33.12% 32.92% 72 0 0.0% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 473,842 187,750 1.05% 1.05% 73 -10,509 -2.17% Q4 2025 Feb 03, 2026
Focus Partners Wealth History Added to 458,947 181,705 0.21% 0.25% 74 +22,487 5.15% Q4 2025 Feb 13, 2026
TD ASSET MANAGEMENT INC History Added to 439,643 174,234 0.14% 0.13% 75 +2,025 0.46% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Added to 438,250 173,800 0.25% 0.25% 76 +9,702 2.26% Q4 2025 Feb 11, 2026
Mariner, LLC History Reduced 423,915 168,005 0.2% 0.21% 77 -22,851 -5.11% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 421,700 167,123 0.4% 0.43% 78 -130,400 -23.62% Q4 2025 Jan 30, 2026
MML INVESTORS SERVICES, LLC History Reduced 419,846 166,389 0.41% 0.41% 79 -16,408 -3.76% Q4 2025 Feb 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 417,691 165,535 2.43% 2.21% 80 -4,721 -1.12% Q4 2025 Feb 12, 2026
OpenArc Corporate Advisory, LLC History New 415,893 164,822 2.72% — 81 +415,893 New Q4 2025 Feb 13, 2026
Tidal Investments LLC History Added to 410,575 162,714 0.39% 0.02% 82 +387,808 1703.38% Q4 2025 Feb 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 403,937 160,864 1.12% 1.07% 83 +6,018 1.51% Q4 2025 Feb 17, 2026
Bracebridge Capital, LLC History New 398,700 158,008 5.07% — 84 +398,700 New Q4 2025 Feb 17, 2026
Sagil Capital LLP History Added to 383,700 152,064 34.64% 30.82% 85 +70,000 22.31% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 381,799 151,310 0.62% 0.59% 86 +20,257 5.6% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 380,100 150,638 0.41% 0.4% 87 +8,487 2.28% Q4 2025 Jan 26, 2026
Banco Santander, S.A. History New 373,406 147,984 1.11% — 88 +373,406 New Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 366,233 145,141 0.2% 0.06% 89 +247,899 209.49% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 364,539 144,470 0.06% 0.06% 90 -63,284 -14.79% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Reduced 360,495 142,867 3.06% 3.06% 91 -6,988 -1.9% Q4 2025 Feb 13, 2026
FIL Ltd History Added to 359,323 142,403 0.11% 0.1% 92 +4,527 1.28% Q4 2025 Feb 17, 2026
Portman Square Capital LLP History Added to 358,000 141,878 6.27% 3.34% 93 +145,500 68.47% Q4 2025 Jan 23, 2026
Proficio Capital Partners LLC History Reduced 346,148 137,181 9.63% 9.16% 94 -29,073 -7.75% Q4 2025 Feb 12, 2026
Stenham Asset Management Ltd History Reduced 341,907 135,501 67.64% 71.09% 95 -5,925 -1.7% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Added to 334,096 133,124 1.06% 0.76% 96 +40,257 13.7% Q4 2025 Feb 11, 2026
London & Capital Asset Management Ltd History Added to 329,641 130,636 1.35% 5.89% 97 +97,851 42.22% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Reduced 315,272 124,945 0.53% 0.5% 98 -10,525 -3.23% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 310,893 123,210 2.73% 2.44% 99 -4,564 -1.45% Q4 2025 Feb 04, 2026
WS MANAGEMENT LLLP History Added to 310,678 123,124 10.08% 6.99% 100 +130,000 71.95% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 313,880 120,000 0.18% 0.15% 101 +63,488 25.36% Q4 2025 Feb 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 287,762 118,902 0.16% 0.14% 102 +24,735 9.4% Q4 2025 Jan 08, 2026
ROCKLAND TRUST CO History Reduced 295,418 117,077 4.61% 4.57% 103 -18,118 -5.78% Q4 2025 Jan 15, 2026
Private Advisor Group, LLC History Reduced 287,023 113,712 0.53% 0.51% 104 -6,254 -2.13% Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History Added to 283,174 112,224 2.69% 0.5% 105 +239,600 549.87% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 282,761 112,061 0.18% 0.17% 106 +23,121 8.91% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Added to 277,115 109,823 0.43% 0.17% 107 +159,383 135.38% Q4 2025 Feb 13, 2026
Dynasty Wealth Management, LLC History New 273,322 108,320 1.06% — 108 +273,322 New Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 292,212 105,134 0.31% 0.32% 109 +2,476 0.85% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Added to 259,702 102,922 0.02% 0.02% 110 +21,793 9.16% Q4 2025 Feb 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 259,450 102,822 1.35% 1.51% 111 -32,061 -11.0% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Reduced 255,845 101,393 0.16% 0.16% 112 -21,646 -7.8% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 255,203 101,139 0.27% 0.17% 113 +77,040 43.24% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 254,867 101,065 0.06% 0.05% 114 +49,865 24.32% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 254,852 101,000 0.37% 0.4% 115 +9,936 4.06% Q4 2025 Feb 18, 2026
FACTORY MUTUAL INSURANCE CO History No change 252,100 99,909 1.01% 0.87% 116 0 0.0% Q4 2025 Jan 23, 2026
Pinnacle Financial Partners, Inc. History New 251,890 99,831 0.75% — 117 +251,890 New Q4 2025 Feb 18, 2026
C V STARR & CO INC History Reduced 251,400 99,632 54.75% 62.66% 118 -130,323 -34.14% Q4 2025 Feb 09, 2026
Clal Insurance Enterprises Holdings Ltd History New 250,000 99,077 0.64% — 119 +250,000 New Q4 2025 Feb 13, 2026
Nishkama Capital, LLC History New 245,000 97,095 3.89% — 120 +245,000 New Q4 2025 Feb 17, 2026
Cerity Partners OCIO LLC History Reduced 241,880 95,859 5.3% 5.35% 121 -53,018 -17.98% Q4 2025 Feb 11, 2026
BCM ADVISORS, LLC History Reduced 207,021 94,815 18.17% 15.87% 122 -9,411 -4.35% Q4 2025 Jan 26, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 238,989 94,709 0.09% 0.07% 123 +42,780 21.8% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 235,759 93,433 0.13% 0.11% 124 +3,496 1.51% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 233,380 92,490 0.18% 0.17% 125 +3,047 1.32% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Reduced 232,445 92,120 3.07% 2.86% 126 -2,126 -0.91% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Added to 224,172 88,841 0.49% 0.28% 127 +57,301 34.34% Q4 2025 Jan 29, 2026
Children's Medical Center Corp History New 223,901 88,734 100.0% — 128 +223,901 New Q4 2025 Jan 29, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 220,000 87,188 1.25% 0.49% 129 +120,000 120.0% Q4 2025 Feb 17, 2026
Creative Planning History Added to 218,638 86,648 0.06% 0.06% 130 +10,899 5.25% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 214,092 84,846 0.96% 0.84% 131 +7,257 3.51% Q4 2025 Feb 05, 2026
GLOBALT Investments LLC / GA History Reduced 210,630 83,474 3.05% 3.94% 132 -92,622 -30.54% Q4 2025 Feb 06, 2026
Diversify Advisory Services, LLC History Added to 198,084 83,450 2.64% 2.44% 133 +1,301 0.66% Q4 2025 Jan 23, 2026
Rock Creek Group, LP History Reduced 208,047 82,451 9.25% 7.95% 134 -4,614 -2.17% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Reduced 205,317 81,369 0.19% 0.17% 135 -1,247 -0.6% Q4 2025 Feb 11, 2026
Independent Advisor Alliance History Added to 202,872 80,400 1.95% 1.26% 136 +66,514 48.78% Q4 2025 Feb 04, 2026
Vestmark Advisory Solutions, Inc. History Added to 202,821 80,379 1.08% 0.5% 137 +128,456 172.74% Q4 2025 Feb 06, 2026
Schonfeld Strategic Advisors LLC History Added to 202,680 80,324 0.36% 0.23% 138 +87,639 76.18% Q4 2025 Feb 17, 2026
BRIGADE CAPITAL MANAGEMENT, LP History Reduced 200,000 79,262 23.94% 19.62% 139 -250,000 -55.56% Q4 2025 Feb 13, 2026
Rathbones Group PLC History Reduced 199,499 79,064 0.31% 0.3% 140 -6,383 -3.1% Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 199,169 78,932 3.8% 2.29% 141 +106,792 115.6% Q4 2025 Feb 12, 2026
GLENMEDE TRUST CO NA History New 199,058 78,888 0.37% — 142 +199,058 New Q4 2025 Feb 17, 2026
Briaud Financial Planning, Inc History Added to 198,304 78,580 19.36% 22.74% 143 +2,546 1.3% Q4 2025 Jan 28, 2026
Fore Capital, LLC History Added to 195,000 77,280 25.26% 5.1% 144 +145,000 290.0% Q4 2025 Feb 11, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 188,723 74,792 10.47% 9.41% 145 +4,612 2.51% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Added to 188,628 74,753 0.3% 0.27% 146 +12,030 6.81% Q4 2025 Feb 12, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 185,912 73,678 3.9% 3.63% 147 -3,568 -1.88% Q4 2025 Jan 15, 2026
Equitable Holdings, Inc. History Added to 180,522 71,542 0.49% 0.45% 148 +9,279 5.42% Q4 2025 Feb 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 174,143 69,014 2.38% 2.15% 149 +5,651 3.35% Q4 2025 Feb 12, 2026
STALEY CAPITAL ADVISERS INC History Reduced 170,619 67,618 2.79% 2.66% 150 -11,533 -6.33% Q4 2025 Feb 05, 2026
DME Capital Management, LP History Reduced 170,561 67,595 2.37% 2.45% 151 -4,540 -2.59% Q4 2025 Feb 17, 2026
CWA Asset Management Group, LLC History Added to 192,531 66,918 2.41% 2.12% 152 +31,720 19.73% Q4 2025 Jan 07, 2026
Brookstone Capital Management History Reduced 167,937 66,555 0.76% 0.73% 153 -4,024 -2.34% Q4 2025 Jan 15, 2026
Northside Capital Management, LLC History Reduced 167,763 66,486 5.78% 5.59% 154 -4,575 -2.65% Q4 2025 Jan 07, 2026
HANCOCK WHITNEY CORP History Reduced 164,802 65,312 1.18% 1.17% 155 -15,816 -8.76% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 163,124 64,647 0.21% 0.2% 156 -13,925 -7.87% Q4 2025 Feb 02, 2026
Fullerton Fund Management Co Ltd. History Reduced 162,655 64,461 2.82% 3.16% 157 -67,398 -29.3% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Reduced 161,977 64,192 1.32% 1.36% 158 -52,421 -24.45% Q4 2025 Feb 05, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 153,716 60,919 1.6% 0.71% 159 +72,325 88.86% Q4 2025 Jan 28, 2026
Pictet North America Advisors SA History Added to 154,165 60,849 5.78% 5.11% 160 +246 0.16% Q4 2025 Jan 16, 2026
Neuberger Berman Group LLC History Added to 151,001 59,843 0.04% 0.02% 161 +60,074 66.07% Q4 2025 Feb 13, 2026
Centiva Capital, LP History New 150,000 59,446 0.48% — 162 +150,000 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 149,532 59,261 0.03% 0.03% 163 +19,605 15.09% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 147,509 58,456 0.36% 0.32% 164 +10,641 7.77% Q4 2025 Jan 27, 2026
Union Bancaire Privee, UBP SA History Added to 151,990 58,403 0.69% 0.22% 165 +123,636 436.04% Q4 2025 Jan 05, 2026
Squarepoint Ops LLC History Reduced 145,939 57,837 0.06% 0.07% 166 -56,309 -27.84% Q4 2025 Feb 13, 2026
Tanglewood Wealth Management, Inc. History Reduced 143,657 56,932 5.22% 5.49% 167 -22,455 -13.52% Q4 2025 Jan 29, 2026
CI INVESTMENTS INC. History Added to 143,518 56,877 0.25% 0.01% 168 +132,376 1188.08% Q4 2025 Feb 12, 2026
COMERICA BANK History Added to 141,420 56,046 0.22% 0.19% 169 +1,417 1.01% Q4 2025 Jan 29, 2026
Private Wealth Advisors, LLC History Reduced 140,547 55,700 17.8% 17.0% 170 -1,661 -1.17% Q4 2025 Feb 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 140,544 55,698 0.83% 0.11% 171 +118,374 533.94% Q4 2025 Feb 17, 2026
ADAPT Investment Managers SA History New 139,900 55,443 0.41% — 172 +139,900 New Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 139,161 55,150 0.63% 0.79% 173 +8,993 6.91% Q4 2025 Jan 29, 2026
Perigon Wealth Management, LLC History Added to 139,038 55,102 0.99% 0.54% 174 +64,964 87.7% Q4 2025 Jan 16, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 138,580 54,920 0.03% 0.03% 175 -23,265 -14.37% Q4 2025 Feb 13, 2026
QVR LLC History Added to 137,591 54,528 2.75% 0.23% 176 +132,225 2464.13% Q4 2025 Jan 28, 2026
Rice Partnership, LLC History Reduced 137,329 54,424 7.36% 7.21% 177 -5,545 -3.88% Q4 2025 Feb 10, 2026
PINKERTON WEALTH, LLC History Reduced 136,814 54,220 5.56% 5.54% 178 -8,185 -5.64% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 136,072 53,911 0.28% 0.29% 179 +10,491 8.35% Q4 2025 Feb 17, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 134,666 53,369 28.14% — 180 +134,666 New Q4 2025 Feb 23, 2026
Oakworth Capital, Inc. History Reduced 134,267 53,211 2.91% 2.9% 181 -7,060 -5.0% Q4 2025 Jan 30, 2026
Beacon Pointe Advisors, LLC History Added to 129,746 51,419 0.36% 0.39% 182 +25 0.02% Q4 2025 Feb 18, 2026
Wealthfront Advisers LLC History Reduced 129,639 51,377 0.11% 0.14% 183 -33,952 -20.75% Q4 2025 Jan 30, 2026
SMI Advisory Services, LLC History Reduced 121,379 51,249 8.83% 8.61% 184 -5,937 -4.66% Q4 2025 Jan 13, 2026
Bleakley Financial Group, LLC History Added to 127,608 50,572 0.88% 1.04% 185 +927 0.73% Q4 2025 Feb 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 122,451 48,528 0.17% 0.16% 186 -3,304 -2.63% Q4 2025 Jan 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 121,995 48,388 0.09% 0.03% 187 +85,117 230.81% Q4 2025 Feb 05, 2026
Richard C. Young & CO., LTD. History Reduced 121,801 48,270 4.33% 4.05% 188 -909 -0.74% Q4 2025 Jan 29, 2026
Redhawk Wealth Advisors, Inc. History Reduced 121,708 48,234 5.41% 5.49% 189 -11,227 -8.45% Q4 2025 Jan 14, 2026
IEQ CAPITAL, LLC History Added to 121,566 48,177 0.14% 0.13% 190 +3,184 2.69% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 119,478 47,350 0.19% — 191 +119,478 New Q4 2025 Feb 05, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 118,965 47,147 0.13% 0.09% 192 +35,968 43.34% Q4 2025 Jan 26, 2026
Alamea Verwaltungs GmbH History No change 131,069 46,765 31.56% 31.83% 193 0 0.0% Q4 2025 Feb 13, 2026
Chesley Taft & Associates LLC History Added to 116,082 46,004 1.82% 1.56% 194 +12,402 11.96% Q4 2025 Jan 14, 2026
Curi Capital, LLC History Added to 114,030 45,191 0.78% 0.73% 195 +1,908 1.7% Q4 2025 Feb 17, 2026
SAPIENT CAPITAL LLC History Reduced 113,232 45,167 0.63% 0.62% 196 -227 -0.2% Q4 2025 Feb 05, 2026
Townsend & Associates, Inc History Added to 106,639 45,143 4.03% 3.88% 197 +1,442 1.37% Q4 2025 Jan 26, 2026
HRT FINANCIAL LP History New 112,648 44,643 0.14% — 198 +112,648 New Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 110,632 44,043 0.05% 0.05% 199 -11,510 -9.42% Q4 2025 Feb 18, 2026
IMC-Chicago, LLC History New 110,618 43,839 0.02% — 200 +110,618 New Q4 2025 Jan 29, 2026
Prospera Financial Services Inc History Reduced 110,272 43,701 0.72% 0.71% 201 -6,302 -5.41% Q4 2025 Feb 09, 2026
Envestnet Portfolio Solutions, Inc. History Added to 110,117 43,626 0.15% 0.12% 202 +19,219 21.14% Q4 2025 Feb 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 108,066 42,827 0.53% 0.52% 203 -3,320 -2.98% Q4 2025 Jan 29, 2026
K2 PRINCIPAL FUND, L.P. History Reduced 107,200 42,484 3.42% 8.65% 204 -192,446 -64.22% Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 106,228 42,099 0.14% 0.13% 205 +1,477 1.41% Q4 2025 Jan 30, 2026
Valiant Capital Management, L.P. History Reduced 106,100 42,048 2.38% 7.96% 206 -219,200 -67.38% Q4 2025 Feb 17, 2026
Portfolio Design Labs, LLC History Reduced 104,746 41,511 6.84% 6.43% 207 -558 -0.53% Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 102,204 40,504 0.99% 0.88% 208 +7,169 7.54% Q4 2025 Jan 29, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 100,377 39,780 0.07% 0.05% 209 -524 -0.52% Q4 2025 Feb 17, 2026
Hiddenite Capital Partners LP History No change 100,000 39,631 5.14% 6.45% 210 0 0.0% Q4 2025 Feb 05, 2026
AMG National Trust Bank History Reduced 99,402 39,393 0.93% 0.88% 211 -2,465 -2.42% Q4 2025 Jan 30, 2026
OPPENHEIMER & CO INC History Added to 99,370 39,381 0.56% 0.42% 212 +2,855 2.96% Q4 2025 Feb 02, 2026
DRW Securities, LLC History New 99,098 39,273 1.04% — 213 +99,098 New Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 98,298 38,956 0.01% 0.01% 214 -8,816 -8.23% Q4 2025 Feb 11, 2026
Leonteq Securities AG History No change 97,900 38,798 1.18% 1.05% 215 0 0.0% Q4 2025 Feb 06, 2026
MinichMacGregor Wealth Management, LLC History Reduced 97,098 38,481 6.97% 7.09% 216 -5,137 -5.02% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 96,085 38,079 0.02% 0.02% 217 -8,450 -8.08% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Reduced 95,352 37,788 0.53% 0.54% 218 -7,606 -7.39% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 92,925 36,827 2.22% 1.98% 219 +2,243 2.47% Q4 2025 Feb 12, 2026
VISTA FINANCE, LLC History Reduced 92,455 36,641 24.23% 22.11% 220 -1,240 -1.32% Q4 2025 Jan 27, 2026
D.A. DAVIDSON & CO. History Added to 91,643 36,319 0.22% 0.19% 221 +10,229 12.56% Q4 2025 Jan 29, 2026
Intrua Financial, LLC History Added to 90,944 36,042 3.8% 3.49% 222 +591 0.65% Q4 2025 Feb 05, 2026
BENJAMIN EDWARDS INC History Added to 90,286 35,780 0.4% 0.35% 223 +3,711 4.29% Q4 2025 Feb 02, 2026
Sicart Associates LLC History Reduced 89,675 35,539 9.43% 8.65% 224 -150 -0.17% Q4 2025 Jan 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 89,545 35,487 0.01% 0.01% 225 -31,590 -26.08% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 89,269 35,378 0.03% — 226 +89,269 New Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 88,325 35,004 0.08% 0.04% 227 +46,964 113.55% Q4 2025 Feb 17, 2026
Stonebridge Financial Group, LLC History Reduced 88,042 34,891 2.98% 3.11% 228 -11,436 -11.5% Q4 2025 Jan 21, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 85,244 33,783 2.49% 1.93% 229 +15,790 22.73% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Added to 85,198 33,764 2.0% 1.55% 230 +2,710 3.29% Q4 2025 Feb 17, 2026
Ascent Group, LLC History Reduced 85,169 33,753 1.15% 1.07% 231 -60 -0.07% Q4 2025 Jan 20, 2026
SCS Capital Management LLC History Reduced 85,046 33,704 0.36% 0.34% 232 -1,444 -1.67% Q4 2025 Feb 10, 2026
Polymer Capital Management (HK) LTD History Added to 84,050 33,309 4.74% 3.51% 233 +12,411 17.32% Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 82,093 32,534 0.18% 0.15% 234 +6,110 8.04% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Reduced 82,047 32,516 1.85% 1.78% 235 -1,720 -2.05% Q4 2025 Feb 10, 2026
Trilogy Capital Inc. History Reduced 80,861 32,046 1.43% 2.6% 236 -77,445 -48.92% Q4 2025 Jan 22, 2026
S&CO INC History No change 80,565 31,928 1.98% 1.75% 237 0 0.0% Q4 2025 Feb 05, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 80,154 31,765 2.03% 1.66% 238 +8,311 11.57% Q4 2025 Jan 07, 2026
Riggs Asset Managment Co. Inc. History Added to 77,936 30,886 6.23% 5.98% 239 +306 0.39% Q4 2025 Jan 29, 2026
AlphaCore Capital LLC History Reduced 77,848 30,851 0.69% 0.95% 240 -1,675 -2.11% Q4 2025 Feb 05, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 77,670 30,781 0.18% — 241 +77,670 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 77,433 30,687 0.01% 0.01% 242 +6,533 9.21% Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 76,435 30,291 2.17% 2.17% 243 -10,635 -12.21% Q4 2025 Feb 12, 2026
Lee Financial Co History Reduced 76,343 30,255 4.08% 3.46% 244 -1,298 -1.67% Q4 2025 Jan 22, 2026
J.Safra Asset Management Corp History Added to 76,067 30,146 1.58% 1.07% 245 +26,341 52.97% Q4 2025 Feb 11, 2026
Massar Capital Management, LP History New 75,500 29,921 3.21% — 246 +75,500 New Q4 2025 Feb 17, 2026
Janney Capital Management LLC History Reduced 75,402 29,883 1.88% 1.71% 247 -1,853 -2.4% Q4 2025 Feb 11, 2026
COBALT CAPITAL MANAGEMENT, INC. History Reduced 75,000 29,723 13.16% 13.07% 248 -5,000 -6.25% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 74,855 29,665 0.21% 0.18% 249 +6,966 10.26% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 74,560 29,548 0.11% 0.12% 250 -9,988 -11.81% Q4 2025 Feb 12, 2026
Mader & Shannon Wealth Management, Inc. History No change 82,959 29,489 14.45% 14.45% 251 0 0.0% Q4 2025 Jan 29, 2026
CSS LLC/IL History Added to 74,230 29,418 1.31% 0.74% 252 +27,916 60.28% Q4 2025 Feb 17, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 74,227 29,416 0.98% 0.92% 253 -3,542 -4.55% Q4 2025 Feb 11, 2026
PINEBRIDGE INVESTMENTS LLC History New 74,194 29,403 0.22% — 254 +74,194 New Q4 2025 Feb 12, 2026
Evercore Wealth Management, LLC History Reduced 73,834 29,261 0.43% 0.39% 255 -1,559 -2.07% Q4 2025 Feb 17, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Reduced 72,966 28,917 8.16% 7.72% 256 -1,432 -1.92% Q4 2025 Jan 22, 2026
Catawba River Capital History Reduced 72,751 28,832 12.83% 11.99% 257 -1,588 -2.14% Q4 2025 Feb 05, 2026
Meridian Wealth Management, LLC History Added to 72,710 28,815 1.01% 0.87% 258 +9,013 14.15% Q4 2025 Feb 04, 2026
Pathstone Holdings, LLC History New 72,472 28,721 0.11% — 259 +72,472 New Q4 2025 Feb 13, 2026
Carrhae Capital LLP History Reduced 72,200 28,613 1.08% 5.42% 260 -186,800 -72.12% Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Added to 71,673 28,404 0.16% 0.16% 261 +814 1.15% Q4 2025 Jan 26, 2026
BANK OF NOVA SCOTIA History Added to 71,644 28,394 0.04% 0.04% 262 +6,937 10.72% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 71,605 28,377 0.23% 0.23% 263 +7,251 11.27% Q4 2025 Feb 17, 2026
ACT WEALTH MANAGEMENT, LLC History Reduced 71,593 28,373 9.28% 9.83% 264 -7,278 -9.23% Q4 2025 Jan 15, 2026
Consolidated Portfolio Review Corp History Added to 71,225 28,227 2.44% 0.67% 266 +56,127 371.75% Q4 2025 Jan 26, 2026
Pine Ridge Advisers LLC History No change 71,225 28,227 1.68% 1.51% 265 0 0.0% Q4 2025 Feb 17, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Added to 60,526 28,126 18.71% 14.59% 267 +5,134 9.27% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Reduced 70,836 28,073 0.55% 0.55% 268 -2,929 -3.97% Q4 2025 Feb 02, 2026
Stratos Wealth Partners, LTD. History Added to 70,745 28,036 0.32% 0.28% 269 +4,367 6.58% Q4 2025 Jan 20, 2026
FIRST HORIZON CORP History Reduced 70,378 27,891 1.25% 1.25% 270 -4,510 -6.02% Q4 2025 Jan 27, 2026
Rothschild Capital Partners, LLC History Reduced 69,507 27,546 6.47% 6.53% 271 -8,226 -10.58% Q4 2025 Feb 17, 2026
Volterra Technologies LP History New 69,400 27,503 2.78% — 272 +69,400 New Q4 2025 Feb 13, 2026
Evelyn Partners Asset Management Ltd History Reduced 69,130 27,396 6.43% 6.79% 273 -15,535 -18.35% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 68,333 27,081 3.12% 3.11% 274 -592 -0.86% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 68,100 26,988 0.69% 0.65% 275 -3,082 -4.33% Q4 2025 Feb 03, 2026
Argos Wealth Advisors, LLC History New 67,412 26,783 7.19% — 276 +67,412 New Q4 2025 Feb 04, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 67,558 26,774 1.75% 1.69% 277 -1,905 -2.74% Q4 2025 Jan 23, 2026
HB Wealth Management, LLC History Added to 67,330 26,683 0.17% 0.16% 278 +1,148 1.73% Q4 2025 Jan 28, 2026
SHERMAN PORFOLIOS, LLC History Reduced 67,112 26,597 1.81% 12.44% 279 -30,935 -31.55% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 67,080 26,584 0.04% 0.04% 280 -18,520 -21.64% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 66,232 26,248 0.68% 0.5% 281 +19,214 40.87% Q4 2025 Feb 02, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 66,008 26,159 5.05% 4.94% 282 -1,638 -2.42% Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Reduced 65,142 25,816 6.83% 6.28% 283 -448 -0.68% Q4 2025 Feb 10, 2026
Arkos Global Advisors History Reduced 65,122 25,808 3.3% 3.02% 284 -1,511 -2.27% Q4 2025 Feb 13, 2026
Bayshore Capital Advisors, LLC History New 64,765 25,667 12.82% — 285 +64,765 New Q4 2025 Feb 05, 2026
Qube Research & Technologies Ltd History Reduced 63,173 25,036 0.03% 0.03% 286 -28,711 -31.25% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Reduced 62,946 24,946 1.13% 1.27% 287 -11,971 -15.98% Q4 2025 Feb 06, 2026
AdvisorNet Financial, Inc History Reduced 62,542 24,786 1.32% 1.29% 288 -1,578 -2.46% Q4 2025 Jan 20, 2026
Omnia Family Wealth, LLC History Added to 62,542 24,786 7.32% 7.21% 289 +108 0.17% Q4 2025 Jan 16, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 62,320 24,698 0.35% 0.35% 290 -1,880 -2.93% Q4 2025 Feb 17, 2026
Cynosure Group, LLC History Added to 62,170 24,638 2.51% 1.81% 291 +15,225 32.43% Q4 2025 Feb 17, 2026
Reyes Financial Architecture, Inc. History Added to 62,138 24,625 15.0% 10.86% 292 +17,151 38.12% Q4 2025 Jan 26, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 61,850 24,511 0.36% 0.36% 293 -7,193 -10.42% Q4 2025 Feb 12, 2026
SHUFRO ROSE & CO LLC History Added to 61,563 24,398 1.65% 1.37% 294 +3,357 5.77% Q4 2025 Feb 09, 2026
GC Wealth Management RIA, LLC History Added to 61,457 24,356 0.89% 0.71% 295 +655 1.08% Q4 2025 Jan 30, 2026
Evolution Wealth Advisors, LLC History Added to 61,327 24,304 2.45% 2.89% 296 +718 1.18% Q4 2025 Jan 12, 2026
James Hambro & Partners LLP History Added to 60,438 23,951 0.86% 0.74% 297 +1,896 3.24% Q4 2025 Jan 15, 2026
Corecam Pte. Ltd. History Reduced 60,390 23,933 12.44% 10.7% 298 -52,280 -46.4% Q4 2025 Mar 02, 2026
Summit Financial, LLC History Added to 60,384 23,930 0.35% 0.29% 299 +7,644 14.49% Q4 2025 Feb 13, 2026
Capula Management Ltd History Reduced 60,000 23,778 0.12% 0.33% 300 -125,427 -67.64% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 59,620 23,628 0.48% 0.49% 301 -831 -1.37% Q4 2025 Feb 09, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 59,409 23,544 0.74% 0.72% 302 -2,469 -3.99% Q4 2025 Jan 30, 2026
ARS Wealth Advisors Group, LLC History Reduced 59,278 23,492 2.12% 2.11% 303 -823 -1.37% Q4 2025 Jan 12, 2026
Sigma Planning Corp History Added to 58,988 23,178 0.64% 0.59% 304 +746 1.28% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Added to 57,877 22,937 0.04% 0.03% 305 +1,476 2.62% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Added to 56,967 22,576 0.46% 0.47% 306 +248 0.44% Q4 2025 Feb 03, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Reduced 56,578 22,422 10.59% 10.47% 307 -3,672 -6.09% Q4 2025 Jan 23, 2026
Greenwich Wealth Management LLC History Added to 56,500 22,391 1.0% 0.07% 308 +52,702 1387.63% Q4 2025 Feb 10, 2026
Vontobel Holding Ltd. History Reduced 56,122 22,241 0.07% 0.06% 309 -1,290 -2.25% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Reduced 56,090 22,229 0.32% 0.32% 310 -2,602 -4.43% Q4 2025 Feb 09, 2026
FFG Partners, LLC History Reduced 55,781 22,106 6.41% 5.4% 311 -235 -0.42% Q4 2025 Jan 23, 2026
Knollwood Investment Advisory, LLC History No change 55,631 22,047 2.07% 1.78% 312 0 0.0% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Reduced 55,620 22,042 0.41% 0.42% 313 -2,055 -3.56% Q4 2025 Feb 06, 2026
Evelyn Partners Investment Management (Europe) Ltd History Added to 55,274 21,905 7.1% 6.55% 314 +2,129 4.01% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 54,573 21,627 0.4% 0.34% 315 +3,001 5.82% Q4 2025 Feb 11, 2026
RS CRUM INC. History Reduced 54,485 21,592 4.31% 4.43% 316 -1,570 -2.8% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 54,146 21,458 0.17% 0.1% 317 -2,004 -3.57% Q4 2025 Feb 13, 2026
Bulltick Wealth Management, LLC History Added to 54,003 21,401 4.55% 3.25% 318 +15,275 39.44% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 53,953 21,382 1.04% 0.88% 319 -6,253 -10.39% Q4 2025 Jan 27, 2026
Arkadios Wealth Advisors History Reduced 53,533 21,215 0.41% 0.49% 320 -3,815 -6.65% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 52,614 20,851 0.54% 0.5% 321 +1,118 2.17% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 52,253 20,708 0.37% 0.2% 322 +24,648 89.29% Q4 2025 Jan 13, 2026
Pettinga Financial Advisors LLC History Reduced 52,021 20,616 3.91% 3.69% 323 -1,267 -2.38% Q4 2025 Feb 12, 2026
Violich Capital Management, Inc. History Added to 51,886 20,562 2.29% 2.03% 324 +3,988 8.33% Q4 2025 Feb 03, 2026
Dynamic Advisor Solutions LLC History Reduced 51,654 20,471 0.66% 0.8% 325 -25,626 -33.16% Q4 2025 Jan 09, 2026
MAI Capital Management History Added to 51,592 20,446 0.12% 0.11% 326 +1,019 2.01% Q4 2025 Feb 13, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History New 51,590 20,445 4.26% — 327 +51,590 New Q4 2025 Feb 13, 2026
Checchi Capital Advisers, LLC History Reduced 51,492 20,406 1.04% 1.1% 328 -7,937 -13.36% Q4 2025 Jan 27, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 50,970 20,199 1.47% 1.45% 329 -1,186 -2.27% Q4 2025 Feb 09, 2026
Sarasin & Partners LLP History Reduced 50,683 20,086 0.21% 0.21% 330 -9,018 -15.11% Q4 2025 Jan 08, 2026
SageGuard Financial Group, LLC History New 50,640 20,069 3.19% — 331 +50,640 New Q4 2025 Jan 27, 2026
Harvest Investment Services, LLC History Added to 50,307 19,936 3.76% 3.05% 332 +7,659 17.96% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Reduced 50,204 19,896 0.48% 0.51% 333 -6,146 -10.91% Q4 2025 Feb 17, 2026
Intrinsic Edge Capital Management LLC History No change 50,000 19,815 3.53% 2.48% 334 0 0.0% Q4 2025 Feb 12, 2026
Strategic Wealth Investment Group, LLC History Reduced 49,807 19,739 2.43% 2.57% 335 -35,986 -41.95% Q4 2025 Feb 11, 2026
Hamilton Wealth, LLC History Reduced 49,694 19,694 3.75% 3.75% 336 -894 -1.77% Q4 2025 Feb 19, 2026
Vigilare Wealth Management History Reduced 49,406 19,580 6.59% 9.8% 337 -30,178 -37.92% Q4 2025 Jan 07, 2026
Gruss & Co., LLC History Reduced 49,000 19,419 42.7% 51.88% 338 -7,000 -12.5% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 48,964 19,404 0.1% — 339 +48,964 New Q4 2025 Feb 18, 2026
Ball & Co Wealth Management Inc. History Reduced 48,573 19,284 12.42% 13.66% 340 -9,185 -15.9% Q4 2025 Jan 23, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Reduced 48,412 19,186 9.64% 9.12% 341 -65 -0.13% Q4 2025 Feb 09, 2026
Ellsworth Advisors, LLC History Reduced 45,283 19,169 3.79% 3.76% 342 -191 -0.42% Q4 2025 Jan 16, 2026
Westover Capital Advisors, LLC History Reduced 48,323 19,151 3.49% 3.33% 343 -2,317 -4.58% Q4 2025 Feb 09, 2026
Bank of New Hampshire History New 48,216 19,108 4.3% — 344 +48,216 New Q4 2025 Mar 16, 2026
ACORN CREEK CAPITAL LLC History Reduced 47,492 18,821 6.77% 6.85% 345 -3,551 -6.96% Q4 2025 Feb 02, 2026
Southeast Asset Advisors, LLC History Added to 47,200 18,705 1.78% 1.43% 346 +10,147 27.39% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 47,162 18,690 0.32% 0.3% 347 +7,076 17.65% Q4 2025 Feb 19, 2026
DSG Capital Advisors, LLC History Reduced 44,046 18,645 2.84% 3.64% 348 -20,184 -31.42% Q4 2025 Jan 27, 2026
FLOW TRADERS U.S. LLC History New 46,970 18,615 0.61% — 349 +46,970 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 46,908 18,589 0.33% 0.35% 350 +3,201 7.32% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 46,605 18,470 0.1% 0.1% 351 +2,683 6.11% Q4 2025 Feb 12, 2026
Wallington Asset Management, LLC History Reduced 46,480 18,420 2.34% 2.18% 352 -825 -1.74% Q4 2025 Jan 14, 2026
Revere Asset Management, Inc History New 46,420 18,396 6.47% — 353 +46,420 New Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History Reduced 46,221 18,318 0.16% 0.13% 354 -425 -0.91% Q4 2025 Jan 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 46,098 18,269 0.39% 0.42% 355 -6,191 -11.84% Q4 2025 Feb 05, 2026
Western Wealth Management, LLC History Added to 46,019 18,237 0.84% 0.47% 356 +21,123 84.84% Q4 2025 Feb 05, 2026
FIDUCIARY TRUST CO History Reduced 45,896 18,189 0.21% 0.2% 357 -2,866 -5.88% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Added to 45,721 18,119 0.68% 0.57% 358 +4,172 10.04% Q4 2025 Feb 17, 2026
Cassia Capital Partners, LLC History Added to 45,220 17,921 9.7% 6.93% 359 +9,490 26.56% Q4 2025 Jan 16, 2026
BTG Pactual Asset Management US LLC History Reduced 45,198 17,912 1.74% 0.79% 360 -1,940 -4.12% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History Reduced 44,934 17,807 0.05% 0.04% 361 -75 -0.17% Q4 2025 Feb 17, 2026
Carr Financial Group Corp History Added to 44,898 17,793 4.73% 4.28% 362 +1,085 2.48% Q4 2025 Jan 09, 2026
Client First Capital LLC History Added to 44,880 17,786 7.5% 6.63% 363 +3,008 7.18% Q4 2025 Jan 26, 2026
Your Advocates Ltd., LLP History Reduced 44,778 17,745 5.79% 5.66% 364 -2,752 -5.79% Q4 2025 Feb 02, 2026
Bank Pictet & Cie (Europe) AG History Added to 44,730 17,655 0.35% 0.29% 365 +4,248 10.49% Q4 2025 Jan 16, 2026
Horizon Wealth Management, LLC History Reduced 44,448 17,615 2.73% 2.36% 366 -828 -1.83% Q4 2025 Feb 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 44,369 17,584 0.58% 0.72% 367 -14,719 -24.91% Q4 2025 Feb 13, 2026
Oliver Luxxe Assets LLC History Added to 44,355 17,578 2.68% 2.47% 368 +482 1.1% Q4 2025 Jan 08, 2026
MOTCO History Reduced 44,272 17,545 1.59% 1.49% 369 -1,566 -3.42% Q4 2025 Feb 06, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 44,176 17,507 4.21% 4.06% 370 +404 0.92% Q4 2025 Feb 17, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Reduced 44,010 17,441 1.88% 1.92% 371 -2,046 -4.44% Q4 2025 Feb 11, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 52,500 17,437 1.69% 1.87% 372 +2,500 5.0% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 43,981 17,430 0.77% 0.64% 373 +926 2.15% Q4 2025 Feb 17, 2026
BBR PARTNERS, LLC History Reduced 43,780 17,350 0.93% 0.91% 374 -747 -1.68% Q4 2025 Feb 11, 2026
AVALON CAPITAL MANAGEMENT History Reduced 43,729 17,330 4.15% 3.87% 375 -643 -1.45% Q4 2025 Feb 11, 2026
Palumbo Wealth Management LLC History Reduced 43,577 17,270 4.26% 4.95% 376 -22 -0.05% Q4 2025 Jan 21, 2026
Perennial Advisors, LLC History Added to 43,437 17,214 2.89% 2.63% 377 +635 1.48% Q4 2025 Jan 12, 2026
ASSETMARK, INC History Reduced 43,422 17,208 0.04% 0.04% 378 -5,942 -12.04% Q4 2025 Jan 23, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History Added to 43,185 17,114 1.41% 1.07% 379 +6,549 17.88% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 43,109 17,084 0.22% 0.2% 380 +606 1.43% Q4 2025 Feb 09, 2026
Greenbush Financial Group, LLC History Added to 42,758 16,945 5.76% 5.6% 381 +1,669 4.06% Q4 2025 Jan 20, 2026
LTS Liquid Investments LLC History New 42,150 16,704 15.87% — 382 +42,150 New Q4 2025 Feb 11, 2026
Ascent Wealth Partners, LLC History Added to 42,110 16,688 1.92% 1.73% 383 +135 0.32% Q4 2025 Feb 02, 2026
CENTAURUS FINANCIAL, INC. History Added to 42,037 16,660 0.76% 0.7% 384 +273 0.65% Q4 2025 Feb 13, 2026
Three Bridge Wealth Advisors, LLC History Added to 41,686 16,520 4.36% 3.78% 385 +389 0.94% Q4 2025 Feb 10, 2026
Belpointe Asset Management LLC History Added to 41,435 16,421 0.59% 0.56% 386 +460 1.12% Q4 2025 Jan 27, 2026
BFSG, LLC History Reduced 41,424 16,416 1.59% 1.43% 387 -261 -0.63% Q4 2025 Jan 22, 2026
Symphony Financial, Ltd. Co. History Added to 41,027 16,364 2.2% 1.69% 388 +1,751 4.46% Q4 2025 Feb 11, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 41,273 16,356 1.41% 1.48% 389 -4,926 -10.66% Q4 2025 Jan 30, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 41,246 16,346 0.5% 0.45% 390 -3,450 -7.72% Q4 2025 Jan 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 41,221 16,336 0.75% 0.68% 391 -30,099 -42.2% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 41,013 16,253 0.19% 0.25% 392 -38,691 -48.54% Q4 2025 Feb 13, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 40,972 16,237 2.22% 2.09% 393 -439 -1.06% Q4 2025 Jan 23, 2026
Stratos Wealth Advisors, LLC History Reduced 40,956 16,231 0.78% 0.99% 394 -17,005 -29.34% Q4 2025 Jan 20, 2026
Fortis Group Advisors, LLC History Reduced 36,365 16,150 2.71% 2.34% 395 -602 -1.63% Q4 2025 Feb 06, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 16,142 6.85% 5.94% 396 -40,728 -100.0% Q3 2025 Nov 14, 2025
Royal Fund Management, LLC History Reduced 40,631 16,102 1.46% 1.87% 397 -3,544 -8.02% Q4 2025 Jan 15, 2026
CoreCap Advisors, LLC History Added to 40,617 16,096 0.56% 0.49% 398 +2,661 7.01% Q4 2025 Jan 13, 2026
Blue Fin Capital, Inc. History Added to 40,599 16,089 2.49% 2.15% 399 +2,167 5.64% Q4 2025 Jan 23, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Reduced 40,496 16,048 4.86% 8.11% 400 -23,915 -37.13% Q4 2025 Feb 10, 2026
TSP Capital Management Group, LLC History Reduced 40,469 16,038 3.92% 3.91% 401 -600 -1.46% Q4 2025 Jan 21, 2026
Florida Trust Wealth Management Co History Added to 40,361 15,995 0.44% 0.3% 402 +10,825 36.65% Q4 2025 Jan 20, 2026
Corecam AG History New 123,783 15,991 15.62% — 403 +123,783 New Q4 2025 Feb 18, 2026
Members Advisory Group LLC History Added to 40,253 15,952 6.01% 4.26% 404 +6,387 18.86% Q4 2025 Jan 27, 2026
DAVENPORT & Co LLC History Reduced 40,238 15,946 0.08% 0.08% 405 -1,691 -4.03% Q4 2025 Jan 12, 2026
NWAM LLC History Reduced 34,384 15,908 0.89% 0.94% 406 -8,745 -20.28% Q4 2025 Feb 04, 2026
XML Financial, LLC History Reduced 40,112 15,896 1.3% 1.2% 407 -1,324 -3.2% Q4 2025 Feb 11, 2026
Targeted Financial Services LLC History New 40,078 15,882 13.68% — 408 +40,078 New Q4 2025 Mar 03, 2026
INTREPID FAMILY OFFICE LLC History Reduced 40,000 15,852 13.66% 14.87% 409 -10,000 -20.0% Q4 2025 Feb 17, 2026
Humankind Investments LLC History No change 40,000 15,852 7.11% 3.26% 410 0 0.0% Q4 2025 Feb 17, 2026
E&G Advisors, LP History Added to 39,992 15,849 3.54% 2.91% 411 +4,840 13.77% Q4 2025 Jan 23, 2026
Ballentine Partners, LLC History Reduced 39,937 15,827 0.22% 0.21% 412 -2,017 -4.81% Q4 2025 Feb 03, 2026
Jacobi Capital Management LLC History Reduced 39,921 15,821 0.92% 1.09% 413 -50,565 -55.88% Q4 2025 Feb 13, 2026
Brown University History No change 39,500 15,654 10.98% 8.3% 414 0 0.0% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 39,450 15,634 0.17% 0.12% 415 +17,140 76.83% Q4 2025 Jan 23, 2026
Choate Investment Advisors History Reduced 39,271 15,563 0.31% 0.29% 416 -30 -0.08% Q4 2025 Feb 09, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History No change 39,210 15,539 7.88% 7.54% 417 0 0.0% Q4 2025 Jan 29, 2026
VestGen Advisors, LLC History Added to 39,141 15,511 0.66% 0.43% 418 +2,500 6.82% Q4 2025 Feb 17, 2026
Climber Capital SA History New 41,731 15,390 10.03% — 419 +41,731 New Q4 2025 Feb 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 38,805 15,378 1.84% 1.53% 420 +2,335 6.4% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 38,785 15,370 0.21% 0.16% 421 +5,286 15.78% Q4 2025 Jan 30, 2026
Impact Partnership Wealth, LLC History Reduced 38,643 15,314 1.96% 2.79% 422 -14,145 -26.8% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Added to 38,391 15,214 0.02% 0.02% 423 +7,853 25.72% Q4 2025 Feb 05, 2026
Apollon Wealth Management, LLC History Reduced 38,278 15,169 0.26% 0.25% 424 -866 -2.21% Q4 2025 Jan 22, 2026
J.W. COLE ADVISORS, INC. History Added to 56,200 15,010 0.36% 0.36% 425 +3,578 6.8% Q4 2025 Feb 11, 2026
Lake Hills Wealth Management, LLC History Reduced 37,869 15,007 7.83% 8.64% 426 -7,633 -16.78% Q4 2025 Jan 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 37,547 14,880 0.78% 0.78% 427 +2,464 7.02% Q4 2025 Jan 26, 2026
Merit Financial Group, LLC History Added to 37,363 14,807 0.12% 0.11% 428 +4,778 14.66% Q4 2025 Jan 26, 2026
GAMCO INVESTORS, INC. ET AL History Added to 37,306 14,784 0.14% 0.13% 429 +100 0.27% Q4 2025 Feb 05, 2026
Cadence Wealth Management LLC History Reduced 37,182 14,735 7.11% 6.95% 430 -139 -0.37% Q4 2025 Feb 06, 2026
ICONIQ Capital, LLC History Reduced 36,920 14,631 0.22% 0.19% 431 -5,207 -12.36% Q4 2025 Feb 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 36,861 14,608 0.8% 0.76% 432 -592 -1.58% Q4 2025 Jan 13, 2026
PATTEN & PATTEN INC/TN History Added to 36,841 14,600 0.86% 0.61% 433 +7,523 25.66% Q4 2025 Feb 03, 2026
Geneva Partners, LLC History Added to 36,728 14,555 5.18% 4.61% 434 +1,203 3.39% Q4 2025 Feb 03, 2026
Alexis Investment Partners, LLC History Added to 36,167 14,425 5.37% 1.05% 435 +1,376 3.96% Q4 2025 Jan 29, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 36,330 14,397 1.04% 1.07% 436 -4,284 -10.55% Q4 2025 Feb 12, 2026
NATIXIS History Added to 36,316 14,392 0.05% 0.03% 437 +20,054 123.32% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 36,160 14,330 0.37% 0.35% 438 -658 -1.79% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History Added to 36,051 14,287 0.48% 0.44% 439 +693 1.96% Q4 2025 Feb 06, 2026
IronBridge Private Wealth, LLC History No change 35,761 14,172 4.49% 4.01% 440 0 0.0% Q4 2025 Feb 23, 2026
L & S Advisors Inc History Reduced 35,752 14,168 1.31% 4.47% 441 -95,113 -72.68% Q4 2025 Feb 05, 2026
Clear Creek Financial Management, LLC History Added to 35,740 14,164 1.16% 0.89% 442 +6,851 23.71% Q4 2025 Jan 23, 2026
Fortis Capital Management LLC History Reduced 35,723 14,157 1.87% 1.82% 443 -709 -1.95% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History Reduced 35,688 14,143 1.04% 1.35% 444 -12,525 -25.98% Q4 2025 Jan 20, 2026
swisspartners Advisors Ltd History No change 35,690 14,128 10.26% 10.45% 445 0 0.0% Q4 2025 Feb 04, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 35,591 14,105 0.02% 0.02% 446 -1,664 -4.47% Q4 2025 Feb 17, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Added to 35,411 14,033 1.07% 1.1% 447 +4,487 14.51% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Added to 35,230 13,962 0.66% 0.57% 448 +4,225 13.63% Q4 2025 Jan 26, 2026
Tiptree Advisors, LLC History New 35,000 13,870 8.0% — 449 +35,000 New Q4 2025 Feb 17, 2026
OmniStar Financial Group, Inc. History Reduced 34,988 13,866 8.13% 8.37% 450 -3,865 -9.95% Q4 2025 Feb 17, 2026
SMA Capital LLC History New 34,954 13,852 6.63% — 451 +34,954 New Q4 2025 Feb 12, 2026
Scarborough Advisors, LLC History Reduced 34,952 13,851 2.34% 2.19% 452 -18 -0.05% Q4 2025 Feb 17, 2026
Marathon Trading Investment Management LLC History Reduced 34,812 13,796 0.31% 2.46% 453 -65,737 -65.38% Q4 2025 Feb 13, 2026
Sugar Maple Asset Management, LLC History Added to 34,646 13,715 9.22% 8.17% 454 +2,500 7.78% Q4 2025 Jan 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 34,517 13,679 0.17% 0.17% 455 -1,234 -3.45% Q4 2025 Feb 10, 2026
Nicholson Meyer Capital Management, Inc. History Reduced 34,372 13,621 10.3% 9.59% 456 -723 -2.06% Q4 2025 Jan 28, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 34,164 13,539 7.68% 7.5% 457 -966 -2.75% Q4 2025 Feb 03, 2026
STOCK YARDS BANK & TRUST CO History Added to 34,134 13,527 0.41% 0.36% 458 +1,561 4.79% Q4 2025 Jan 21, 2026
BOKF, NA History No change 34,098 13,513 0.21% 0.18% 459 0 0.0% Q4 2025 Feb 03, 2026
OMC Financial Services LTD History Reduced 33,962 13,459 5.02% 4.6% 460 -910 -2.61% Q4 2025 Jan 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 33,949 13,454 0.26% 0.23% 461 +2,092 6.57% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Added to 33,827 13,406 0.29% 0.24% 462 +5,161 18.0% Q4 2025 Feb 02, 2026
Andrew Hill Investment Advisors, Inc. History Reduced 33,578 13,307 10.14% 9.33% 463 -154 -0.46% Q4 2025 Jan 23, 2026
Focus Financial Network, Inc. History Added to 33,524 13,285 0.46% 0.38% 464 +3,311 10.96% Q4 2025 Jan 12, 2026
DDFG, Inc History Reduced 33,153 13,138 2.88% 2.79% 465 -789 -2.32% Q4 2025 Jan 08, 2026
CreativeOne Wealth, LLC History Reduced 33,013 13,083 0.32% 0.33% 466 -4,608 -12.25% Q4 2025 Feb 13, 2026
FLAX POND CAPITAL, LLC History New 33,007 13,081 9.72% — 467 +33,007 New Q4 2025 Mar 09, 2026
Summit Trail Advisors, LLC History Reduced 32,988 13,073 0.23% 0.17% 468 -1,543 -4.47% Q4 2025 Feb 17, 2026
Gunderson Capital Management Inc. History Added to 32,870 13,026 5.87% 3.87% 469 +3,314 11.21% Q4 2025 Jan 15, 2026
STEPHENS INC /AR/ History Added to 32,433 12,991 0.16% 0.14% 470 +850 2.69% Q4 2025 Feb 05, 2026
World Investment Advisors History Added to 32,778 12,990 0.21% 0.19% 471 +6,151 23.1% Q4 2025 Mar 12, 2026
China Universal Asset Management Co., Ltd. History Added to 32,700 12,959 1.0% 0.81% 472 +5,038 18.21% Q4 2025 Jan 29, 2026
ASSOCIATED BANC-CORP History Added to 32,661 12,943 0.33% 0.26% 473 +5,388 19.76% Q4 2025 Feb 06, 2026
Narus Financial Partners, LLC History Added to 32,588 12,914 3.56% 3.15% 474 +147 0.45% Q4 2025 Feb 09, 2026
Circle Wealth Management, LLC History Added to 32,439 12,855 0.2% 0.21% 475 +2,010 6.61% Q4 2025 Feb 13, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Reduced 32,432 12,853 3.79% 3.55% 476 -27 -0.08% Q4 2025 Feb 13, 2026
Knoll Capital Management, LLC History No change 32,000 12,681 5.82% 6.1% 477 0 0.0% Q4 2025 Feb 17, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD History No change 32,000 12,681 8.71% 7.71% 478 0 0.0% Q4 2025 Jan 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 31,661 12,547 9.77% — 479 +31,661 New Q4 2025 Mar 05, 2026
Canton Hathaway, LLC History Added to 31,485 12,477 2.41% 2.13% 480 +322 1.03% Q4 2025 Jan 21, 2026
LFA - Lugano Financial Advisors SA History Added to 31,384 12,437 6.42% 5.74% 481 +746 2.43% Q4 2025 Jan 29, 2026
Eddie Patel Inc History New 31,041 12,301 9.17% — 482 +31,041 New Q4 2025 Feb 17, 2026
Compass Wealth Management, LLC/GA History Reduced 30,849 12,225 5.03% 4.92% 483 -433 -1.38% Q4 2025 Feb 17, 2026
Jaffetilchin Investment Partners, LLC History Reduced 30,770 12,194 0.71% 0.66% 484 -226 -0.73% Q4 2025 Jan 15, 2026
Strategic Blueprint, LLC History Added to 30,755 12,188 0.72% 0.46% 485 +789 2.63% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History Added to 30,599 12,126 0.07% 0.06% 486 +3,855 14.41% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Added to 30,572 12,115 0.17% 0.13% 487 +7,023 29.82% Q4 2025 Feb 02, 2026
FMR LLC History Added to 30,529 12,098 0.0% 0.0% 488 +5,122 20.16% Q4 2025 Feb 17, 2026
Hibernia Wealth Partners, LLC History Added to 30,487 12,082 3.64% 3.68% 489 +14,368 89.14% Q4 2025 Feb 12, 2026
Spire Wealth Management History Reduced 30,434 12,061 0.4% 0.4% 490 -2,371 -7.23% Q4 2025 Jan 14, 2026
Trivium Point Advisory, LLC History Added to 30,412 12,052 1.21% 1.05% 491 +1,521 5.26% Q4 2025 Jan 26, 2026
INTEGRITY ALLIANCE, LLC. History Added to 30,301 12,008 0.44% 0.31% 492 +11,765 63.47% Q4 2025 Feb 09, 2026
Phoenix Financial Ltd. History Added to 30,280 11,999 0.13% 0.12% 493 +2,684 9.73% Q4 2025 Feb 05, 2026
Quantum Capital Management, LLC / NJ History Reduced 30,109 11,932 1.38% 1.22% 494 -1,138 -3.64% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 30,082 11,922 0.73% 0.53% 495 +6,084 25.35% Q4 2025 Feb 13, 2026
Senator Investment Group LP History Reduced 30,000 11,889 0.48% 0.42% 496 -2,296 -7.11% Q4 2025 Feb 13, 2026
LM Advisors LLC History Reduced 4,697 11,852 0.21% 0.58% 497 -6,560 -58.27% Q4 2025 Feb 13, 2026
Eagle Strategies LLC History Added to 29,899 11,849 1.51% 1.32% 498 +2,225 8.04% Q4 2025 Jan 23, 2026
TCM Advisors, LLC History Reduced 29,846 11,828 0.9% 1.12% 499 -223 -0.74% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 29,832 11,822 0.23% 0.2% 500 +3,049 11.38% Q4 2025 Jan 14, 2026
Independent Family Office, LLC History No change 29,808 11,813 4.93% 4.48% 501 0 0.0% Q4 2025 Feb 13, 2026
Aspire Capital Advisors LLC History Reduced 29,752 11,791 2.77% 2.66% 502 -613 -2.02% Q4 2025 Jan 16, 2026
Conservest Capital Advisors, Inc. History Added to 29,702 11,771 1.06% 0.97% 503 +71 0.24% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Reduced 29,699 11,769 0.12% 0.11% 504 -1,633 -5.21% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 29,521 11,699 0.01% 0.01% 505 -7,958 -21.23% Q4 2025 Feb 17, 2026
Nokomis Capital, L.L.C. History Reduced 29,517 11,697 2.77% 8.93% 506 -64,900 -68.74% Q4 2025 Feb 17, 2026
EFG International AG History New 29,484 11,684 0.23% — 507 +29,484 New Q4 2025 Feb 17, 2026
1 NORTH WEALTH SERVICES LLC History Reduced 29,079 11,524 4.05% 6.29% 508 -14,139 -32.72% Q4 2025 Feb 13, 2026
GenTrust, LLC History Reduced 28,925 11,463 0.49% 0.64% 509 -10,638 -26.89% Q4 2025 Feb 02, 2026
Atlantic Union Bankshares Corp History Reduced 28,670 11,362 0.21% 0.2% 510 -771 -2.62% Q4 2025 Feb 04, 2026
FineMark National Bank & Trust History Reduced 28,527 11,305 0.35% 0.34% 511 -660 -2.26% Q4 2025 Feb 12, 2026
PCG Wealth Advisors, LLC History Reduced 28,443 11,272 3.19% 3.6% 512 -6,292 -18.11% Q4 2025 Feb 05, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 28,427 11,265 3.5% 4.24% 513 +49 0.17% Q4 2025 Jan 08, 2026
ADVISORTRUST PARTNERS, LLC History New 28,418 11,262 4.95% — 514 +28,418 New Q4 2025 Mar 10, 2026
DBA TRADING, LLC History New 28,400 11,255 7.24% — 515 +28,400 New Q4 2025 Feb 17, 2026
Park Edge Advisors, LLC History Reduced 28,357 11,237 2.54% 2.57% 516 -2,974 -9.49% Q4 2025 Jan 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 28,323 11,224 0.84% 0.64% 517 +6,440 29.43% Q4 2025 Jan 07, 2026
Harvest Fund Management Co., Ltd History Added to 28,261 11,200 0.42% 0.41% 518 +722 2.62% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 28,151 11,156 0.02% 0.02% 519 +3,824 15.72% Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History Added to 28,071 11,124 0.52% 0.39% 520 +16,409 140.7% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 27,940 11,073 0.13% 0.11% 521 -563 -1.98% Q4 2025 Jan 16, 2026
COREPATH WEALTH PARTNERS LLC History Reduced 26,174 11,051 7.41% 7.28% 522 -1,366 -4.96% Q4 2025 Jan 15, 2026
MONECO ADVISORS, LLC History Added to 27,861 11,041 0.88% 0.77% 523 +1,942 7.49% Q4 2025 Feb 04, 2026
Geneos Wealth Management Inc. History Added to 27,853 11,038 0.27% 0.25% 524 +364 1.32% Q4 2025 Jan 28, 2026
Sterling Investment Advisors, Ltd. History Added to 127,027 11,021 2.03% 0.04% 525 +126,458 22224.6% Q4 2025 Feb 09, 2026
Greykasell Wealth Strategies, Inc. History Added to 27,747 10,996 4.34% 3.82% 526 +2,228 8.73% Q4 2025 Feb 11, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Reduced 27,735 10,991 1.79% 1.65% 527 -46 -0.17% Q4 2025 Jan 27, 2026
Joel Isaacson & Co., LLC History Added to 27,723 10,986 0.36% 0.35% 528 +67 0.24% Q4 2025 Jan 30, 2026
Strategic Investment Solutions, Inc. /IL History Added to 27,670 10,983 2.64% 2.34% 529 +2,769 11.12% Q4 2025 Feb 27, 2026
1834 INVESTMENT ADVISORS CO History Reduced 27,609 10,941 1.37% 1.24% 530 -824 -2.9% Q4 2025 Jan 29, 2026
WealthCare Asset Management, LLC History New 30,579 10,887 6.88% — 531 +30,579 New Q4 2025 Feb 17, 2026
Sharp Wealth Advisory, LLC History Added to 27,386 10,853 5.46% 5.25% 532 +219 0.81% Q4 2025 Jan 16, 2026
Rehmann Capital Advisory Group History Added to 27,360 10,835 0.56% 0.49% 533 +2,035 8.04% Q4 2025 Mar 04, 2026
North Star Investment Management Corp. History Reduced 27,307 10,822 0.68% 0.65% 534 -947 -3.35% Q4 2025 Jan 30, 2026
waypoint wealth counsel History Reduced 27,288 10,814 3.96% 3.97% 535 -979 -3.46% Q4 2025 Jan 28, 2026
Prime Capital Investment Advisors, LLC History Added to 27,148 10,758 0.13% 0.11% 536 +2,163 8.66% Q4 2025 Jan 21, 2026
Whitefort Capital Management, LP History No change 27,000 10,700 2.74% 2.84% 537 0 0.0% Q4 2025 Feb 17, 2026
NVWM, LLC History Reduced 26,974 10,690 2.33% 2.3% 538 -1,810 -6.29% Q4 2025 Jan 20, 2026
Orion Porfolio Solutions, LLC History Added to 26,959 10,683 0.08% 0.05% 539 +7,804 40.74% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 26,723 10,590 0.4% 0.41% 540 +9,175 52.29% Q4 2025 Feb 04, 2026
WEDBUSH SECURITIES INC History Added to 26,549 10,522 0.31% 0.27% 541 +3,285 14.12% Q4 2025 Feb 12, 2026
Lifeworks Advisors, LLC History Reduced 26,507 10,505 1.36% 1.31% 542 -1,265 -4.55% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Reduced 26,451 10,482 0.74% 0.75% 543 -99 -0.37% Q4 2025 Jan 21, 2026
Tamar Securities, LLC History Added to 26,195 10,381 1.1% 0.98% 544 +1,849 7.59% Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History Reduced 26,103 10,344 0.52% 0.52% 545 -1,255 -4.59% Q4 2025 Feb 11, 2026
Pitcairn Wealth Advisors LLC History New 26,040 10,319 0.93% — 546 +26,040 New Q4 2025 Feb 13, 2026
Biltmore Wealth Management, LLC History Reduced 26,020 10,311 3.89% 3.74% 547 -1,526 -5.54% Q4 2025 Jan 16, 2026
Van Hulzen Asset Management, LLC History Added to 25,932 10,277 0.75% 0.67% 548 +550 2.17% Q4 2025 Feb 06, 2026
CPR Investments Inc. History Reduced 25,878 10,255 6.88% 6.42% 549 -383 -1.46% Q4 2025 Jan 14, 2026
Savant Capital, LLC History Reduced 25,801 10,224 0.06% 0.06% 550 -505 -1.92% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History Added to 24,645 10,182 0.11% 0.1% 551 +887 3.73% Q4 2025 Jan 26, 2026
Sovran Advisors, LLC History Reduced 24,052 10,181 0.86% 0.88% 552 -3,001 -11.09% Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 25,659 10,168 0.48% 0.34% 553 +3,942 18.15% Q4 2025 Jan 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 25,604 10,147 0.25% 0.22% 554 +1,628 6.79% Q4 2025 Feb 09, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Added to 25,535 10,119 6.03% 5.86% 555 +932 3.79% Q4 2025 Feb 17, 2026
Redwood Park Advisors LLC History Reduced 25,268 10,013 6.81% 7.28% 556 -5,733 -18.49% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 25,185 9,981 0.11% 0.13% 557 +1,091 4.53% Q4 2025 Feb 03, 2026
Princeton Global Asset Management LLC History Reduced 25,169 9,974 1.62% 1.53% 558 -692 -2.68% Q4 2025 Jan 20, 2026
Skylands Capital, LLC History Reduced 25,040 9,923 1.35% 1.29% 559 -1,235 -4.7% Q4 2025 Jan 30, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 24,988 9,902 3.9% — 560 +24,988 New Q4 2025 Jan 15, 2026
FAS Wealth Partners, Inc. History Added to 24,824 9,838 0.64% 0.5% 561 +3,908 18.68% Q4 2025 Feb 18, 2026
Barry Investment Advisors, LLC History Reduced 24,631 9,761 2.17% 2.05% 562 -501 -1.99% Q4 2025 Feb 09, 2026
Grove Bank & Trust History Added to 24,625 9,759 1.1% 0.99% 563 +771 3.23% Q4 2025 Jan 08, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 24,344 9,647 0.34% 0.29% 564 0 0.0% Q4 2025 Feb 04, 2026
VVR Holdings LLC History New 24,267 9,617 5.0% — 565 +24,267 New Q4 2025 Feb 11, 2026
INGALLS & SNYDER LLC History Reduced 24,087 9,546 0.35% 0.3% 566 -1,349 -5.3% Q4 2025 Feb 13, 2026
Three Seasons Wealth, LLC History Reduced 24,007 9,514 0.91% 1.27% 567 -11,994 -33.32% Q4 2025 Jan 15, 2026
Journey Advisory Group, LLC History Reduced 23,991 9,507 0.8% 0.69% 568 -2,100 -8.05% Q4 2025 Jan 27, 2026
Avior Wealth Management, LLC History Added to 23,938 9,486 0.3% 0.22% 569 +4,514 23.24% Q4 2025 Jan 06, 2026
Independence Wealth Advisors, LLC History New 23,807 9,434 5.31% — 570 +23,807 New Q4 2025 Jan 09, 2026
M Holdings Securities, Inc. History New 23,759 9,416 0.67% — 571 +23,759 New Q4 2025 Feb 11, 2026
Aspect Partners, LLC History Reduced 23,757 9,415 4.12% 4.53% 572 -4,333 -15.43% Q4 2025 Jan 23, 2026
Elite Wealth Management, Inc. History New 23,729 9,404 2.56% — 573 +23,729 New Q4 2025 Feb 02, 2026
Accurate Wealth Management, LLC History Added to 22,426 9,294 1.18% 0.34% 574 +15,656 231.26% Q4 2025 Jan 14, 2026
Freestone Capital Holdings, LLC History Added to 23,405 9,275 0.27% 0.24% 575 +1,507 6.88% Q4 2025 Jan 23, 2026
Oxler Private Wealth LLC History No change 23,379 9,265 2.68% 2.42% 576 0 0.0% Q4 2025 Jan 23, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 23,012 9,120 5.35% 5.03% 577 -1,272 -5.24% Q4 2025 Jan 21, 2026
Ausdal Financial Partners, Inc. History Reduced 23,008 9,118 0.42% 0.43% 578 -1,770 -7.14% Q4 2025 Feb 13, 2026
Beacon Capital Management, Inc. History No change 22,970 9,103 0.49% 0.39% 579 0 0.0% Q4 2025 Feb 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 22,774 9,084 0.61% 0.52% 580 +3,077 15.62% Q4 2025 Jan 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 22,824 9,045 0.44% 0.45% 581 +1,867 8.91% Q4 2025 Jan 28, 2026
Williams Jones Wealth Management, LLC. History Added to 22,818 9,043 0.1% 0.09% 582 +628 2.83% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 22,776 9,026 0.2% 0.18% 583 +2,980 15.05% Q4 2025 Feb 06, 2026
Allie Family Office LLC History Added to 22,766 9,022 4.21% 3.53% 584 +1,816 8.67% Q4 2025 Feb 13, 2026
Cranbrook Wealth Management, LLC History Reduced 22,755 9,018 1.78% 1.74% 585 -1,685 -6.89% Q4 2025 Jan 28, 2026
Yarbrough Capital, LLC History No change 22,747 9,014 0.28% 0.25% 586 0 0.0% Q4 2025 Jan 14, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 22,742 9,012 0.46% 0.42% 587 -510 -2.19% Q4 2025 Feb 17, 2026
LS Investment Advisors, LLC History Reduced 22,709 8,999 1.26% 1.21% 588 -1,379 -5.72% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Reduced 22,486 8,911 0.06% 0.06% 589 -309 -1.36% Q4 2025 Feb 13, 2026
Stonehearth Capital Management, LLC History Reduced 22,412 8,882 3.29% 3.09% 590 -66 -0.29% Q4 2025 Jan 13, 2026
Granite Bay Wealth Management, LLC History Added to 24,522 8,871 2.13% 1.68% 591 +6,353 34.97% Q4 2025 Feb 05, 2026
MUHLENKAMP & CO INC History Added to 22,301 8,838 2.38% 2.15% 592 +59 0.27% Q4 2025 Feb 04, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 22,287 8,832 0.25% 0.23% 593 -105 -0.47% Q4 2025 Feb 13, 2026
TCTC Holdings, LLC History Added to 22,247 8,816 0.26% 0.23% 594 +340 1.55% Q4 2025 Feb 12, 2026
Curated Wealth Partners LLC History New 22,158 8,781 0.95% — 595 +22,158 New Q4 2025 Jan 12, 2026
J. Safra Sarasin Holding AG History Added to 21,928 8,697 0.14% 0.1% 596 +3,968 22.09% Q4 2025 Jan 15, 2026
Cavalier Investments, LLC History Added to 21,880 8,671 0.45% 5.15% 597 +18,474 542.4% Q4 2025 Feb 13, 2026
Brookwood Investment Group LLC History Added to 21,855 8,661 1.04% 1.0% 598 +16 0.07% Q4 2025 Jan 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 21,837 8,654 0.05% 0.04% 599 +6,903 46.22% Q4 2025 Feb 17, 2026
First Trust Bank, Ltd. History Reduced 21,770 8,627 19.19% 35.99% 600 -22,500 -50.82% Q4 2025 Feb 17, 2026
WealthBridge Capital Management, LLC History Added to 21,707 8,602 1.96% 1.79% 601 +297 1.39% Q4 2025 Jan 21, 2026
Banco BTG Pactual S.A. History Added to 1,600 8,568 1.46% 0.05% 602 +662 70.58% Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History Reduced 21,583 8,553 1.07% 1.06% 603 -309 -1.41% Q4 2025 Jan 08, 2026
SSA SWISS ADVISORS AG History Reduced 21,489 8,516 3.97% 4.43% 604 -5,323 -19.85% Q4 2025 Feb 26, 2026
IFG Advisory, LLC History Reduced 21,464 8,506 0.37% 0.39% 605 -2,495 -10.41% Q4 2025 Feb 10, 2026
VMS Asset Management Limited History New 21,360 8,465 3.26% — 606 +21,360 New Q4 2025 Feb 11, 2026
Tepp RIA, LLC History Added to 21,313 8,446 8.36% 8.54% 607 +140 0.66% Q4 2025 Feb 04, 2026
Koshinski Asset Management, Inc. History Reduced 21,222 8,410 0.54% 0.51% 608 -299 -1.39% Q4 2025 Feb 03, 2026
Midwest Trust Co History Added to 21,180 8,393 0.1% 0.1% 609 +516 2.5% Q4 2025 Feb 04, 2026
Sequent Planning LLC History Added to 21,091 8,358 2.13% 2.03% 610 +984 4.89% Q4 2025 Feb 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 21,089 8,357 0.01% — 611 +21,089 New Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History Added to 21,057 8,345 1.13% 1.03% 612 +554 2.7% Q4 2025 Feb 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 21,003 8,323 0.32% 0.28% 613 +35 0.17% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 20,762 8,228 0.16% 0.12% 614 +11,418 122.2% Q4 2025 Feb 11, 2026
WESBANCO BANK INC History Reduced 20,755 8,225 0.23% 0.21% 615 -508 -2.39% Q4 2025 Feb 03, 2026
Westside Investment Management, Inc. History Reduced 20,723 8,213 1.31% 1.19% 616 -160 -0.77% Q4 2025 Jan 23, 2026
WCG Wealth Advisors LLC History New 20,628 8,174 0.23% — 617 +20,628 New Q4 2025 Feb 10, 2026
Signature Equity Partners, LLC History New 20,611 8,168 4.52% — 618 +20,611 New Q4 2025 Feb 17, 2026
Colonial Trust Advisors History Added to 20,472 8,113 0.61% 0.54% 619 +752 3.81% Q4 2025 Feb 12, 2026
St. Johns Investment Management Company, LLC History Reduced 20,389 8,080 3.37% 3.19% 620 -748 -3.54% Q4 2025 Jan 29, 2026
McBroom & Associates, LLC History Reduced 20,358 8,068 3.92% 3.47% 621 -160 -0.78% Q4 2025 Jan 20, 2026
NDWM LLC History Added to 20,354 8,066 5.34% 4.69% 622 +888 4.56% Q4 2025 Feb 05, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 20,342 8,061 0.61% 0.55% 623 0 0.0% Q4 2025 Feb 04, 2026
ELEVATUS WELATH MANAGEMENT History Added to 20,249 8,024 2.19% 0.83% 624 +12,156 150.2% Q4 2025 Jan 14, 2026
Deane Retirement Strategies, Inc. History Added to 20,210 8,009 3.31% 3.05% 625 +237 1.19% Q4 2025 Jan 28, 2026
RFG Advisory, LLC History Added to 20,149 7,985 0.15% 0.12% 626 +3,782 23.11% Q4 2025 Feb 03, 2026
Estate Counselors, LLC History Added to 20,115 7,971 0.67% 0.07% 627 +17,975 839.95% Q4 2025 Feb 02, 2026
5th Street Advisors, LLC History Reduced 20,102 7,966 3.72% 3.72% 628 -1,062 -5.02% Q4 2025 Jan 30, 2026
Perissos Private Wealth Management, LLC History Added to 20,012 7,930 6.84% 4.51% 629 +2,576 14.77% Q4 2025 Feb 09, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 20,000 7,926 0.01% — 630 +20,000 New Q4 2025 Feb 13, 2026
United Asset Strategies, Inc. History Reduced 19,882 7,879 0.61% 0.89% 631 -11,254 -36.14% Q4 2025 Jan 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 19,873 7,875 0.1% 0.04% 632 +10,979 123.44% Q4 2025 Feb 09, 2026
HEADINVEST, LLC History Added to 19,769 7,834 1.56% 1.25% 633 +2,741 16.1% Q4 2025 Feb 02, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 19,733 7,820 0.6% 0.45% 634 -92,674 -82.45% Q4 2025 Jan 23, 2026
ZACKS INVESTMENT MANAGEMENT History New 19,727 7,818 0.06% — 635 +19,727 New Q4 2025 Feb 17, 2026
Alaethes Wealth, LLC History Reduced 19,412 7,704 2.17% 1.98% 636 -212 -1.08% Q4 2025 Feb 12, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 19,434 7,702 2.16% 2.0% 637 -480 -2.41% Q4 2025 Feb 02, 2026
Sepio Capital, LP History Added to 19,417 7,695 0.42% 0.38% 638 +1,544 8.64% Q4 2025 Feb 12, 2026
Prostatis Group LLC History Added to 19,372 7,677 1.83% 1.69% 639 +455 2.41% Q4 2025 Feb 17, 2026
TigerOak Management, L.L.C. History Reduced 19,294 7,646 2.33% 2.16% 640 -265 -1.35% Q4 2025 Jan 21, 2026
Gotham Asset Management, LLC History Added to 19,271 7,637 0.03% 0.02% 641 +5,578 40.74% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Reduced 19,134 7,582 0.08% 0.08% 642 -19 -0.1% Q4 2025 Feb 06, 2026
OneAscent Financial Services LLC History Added to 19,115 7,575 0.7% 0.14% 645 +15,967 507.21% Q4 2025 Feb 11, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 19,115 7,575 2.49% 2.1% 644 +2,920 18.03% Q4 2025 Feb 12, 2026
Oxbow Advisors, LLC History Added to 19,114 7,575 0.67% 0.57% 643 +1,784 10.29% Q4 2025 Feb 04, 2026
Delos Wealth Advisors, LLC History Reduced 19,111 7,573 4.99% 4.61% 646 -152 -0.79% Q4 2025 Feb 17, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Reduced 19,046 7,548 2.34% 2.17% 647 -495 -2.53% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Reduced 18,906 7,492 0.16% 0.22% 648 -579 -2.97% Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Reduced 18,885 7,484 0.25% 0.23% 649 -145 -0.76% Q4 2025 Feb 03, 2026
HCR Wealth Advisors History Added to 18,816 7,456 0.74% 0.67% 650 +540 2.95% Q4 2025 Jan 27, 2026
GKV Capital Management Co., Inc. History Added to 18,762 7,435 2.78% 2.44% 651 +1,401 8.07% Q4 2025 Feb 10, 2026
Smart Money Group LLC History Reduced 18,657 7,393 2.16% 1.98% 652 -175 -0.93% Q4 2025 Jan 30, 2026
Cumberland Partners Ltd History Reduced 18,608 7,374 0.45% 0.47% 653 -1,639 -8.1% Q4 2025 Feb 06, 2026
SeaCrest Wealth Management, LLC History Added to 18,008 7,369 0.75% 0.66% 654 +1,209 7.2% Q4 2025 Jan 12, 2026
Savvy Advisors, Inc. History Added to 18,495 7,290 0.24% 0.26% 655 +2,779 17.68% Q4 2025 Jan 20, 2026
Apella Capital, LLC History Added to 18,164 7,198 0.14% 0.08% 656 +9,021 98.67% Q4 2025 Jan 21, 2026
Fox Hill Wealth Management History Added to 18,164 7,198 3.35% 2.79% 657 +1,400 8.35% Q4 2025 Feb 12, 2026
WORLD EQUITY GROUP, INC. History Reduced 18,143 7,190 2.01% 1.51% 658 -449 -2.42% Q4 2025 Jan 12, 2026
iA Global Asset Management Inc. History Reduced 18,115 7,179 0.09% 1.07% 659 -200,955 -91.73% Q4 2025 Feb 05, 2026
Regal Investment Advisors LLC History Reduced 18,095 7,171 0.43% 0.44% 660 -933 -4.9% Q4 2025 Feb 17, 2026
Zweig-DiMenna Associates LLC History Reduced 18,050 7,153 0.44% 0.82% 661 -14,970 -45.34% Q4 2025 Feb 10, 2026
HAMEL ASSOCIATES, INC. History Reduced 17,867 7,080 2.13% 1.96% 662 -82 -0.46% Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Added to 17,792 7,051 0.11% 0.09% 663 +2,311 14.93% Q4 2025 Feb 12, 2026
McGuire Investment Group, LLC History Added to 17,747 7,033 0.75% 0.71% 664 +141 0.8% Q4 2025 Jan 26, 2026
Baron Financial Group, LLC History Reduced 17,729 7,026 3.77% 3.77% 665 -1,638 -8.46% Q4 2025 Jan 09, 2026
Segment Wealth Management, LLC History Added to 17,675 7,004 0.41% 0.37% 666 +300 1.73% Q4 2025 Jan 29, 2026
MONTAG A & ASSOCIATES INC History Reduced 17,555 6,957 0.32% 0.29% 667 -28 -0.16% Q4 2025 Feb 02, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 17,552 6,956 0.54% 0.5% 668 +316 1.83% Q4 2025 Jan 16, 2026
Modern Wealth Management, LLC History Added to 17,537 6,950 0.13% 0.12% 669 +92 0.53% Q4 2025 Feb 17, 2026
Skyview Financial Group LLC History New 17,501 6,935 7.16% — 670 +17,501 New Q4 2025 Feb 18, 2026
Evelyn Partners Investment Management LLP History Reduced 17,483 6,928 0.19% 0.2% 671 -2,289 -11.58% Q4 2025 Feb 13, 2026
EVEXIA WEALTH LLC History Added to 16,255 6,923 1.93% 1.62% 672 +1,903 13.26% Q4 2025 Jan 16, 2026
Prosperity Consulting Group, LLC History Added to 17,426 6,906 0.31% 0.3% 673 +131 0.76% Q4 2025 Feb 17, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Reduced 17,398 6,895 5.78% 5.34% 674 -87 -0.5% Q4 2025 Jan 29, 2026
Modera Wealth Management, LLC History Reduced 17,358 6,879 0.08% 0.07% 675 -268 -1.52% Q4 2025 Jan 21, 2026
Marin Bay Wealth Advisors, LLC History New 17,349 6,875 3.94% — 676 +17,349 New Q4 2025 Feb 17, 2026
Balboa Wealth Partners History Reduced 17,291 6,852 1.13% 1.26% 677 -3,251 -15.83% Q4 2025 Jan 16, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 17,217 6,823 3.15% — 678 +17,217 New Q4 2025 Feb 17, 2026
Plan Group Financial, LLC History Added to 17,124 6,786 1.76% 1.37% 679 +2,741 19.06% Q4 2025 Feb 03, 2026
AGH Wealth Advisors, LLC History Reduced 17,113 6,782 5.1% 4.59% 680 -486 -2.76% Q4 2025 Feb 04, 2026
Texas Yale Capital Corp. History Reduced 17,086 6,771 0.21% 0.21% 681 -1,950 -10.24% Q4 2025 Feb 10, 2026
TRUE Private Wealth Advisors History Added to 17,040 6,753 0.68% 0.57% 682 +1,432 9.17% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Added to 17,001 6,737 0.35% 0.32% 683 +577 3.51% Q4 2025 Feb 05, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Reduced 16,967 6,724 1.45% 1.33% 684 -16 -0.09% Q4 2025 Jan 26, 2026
Quent Capital, LLC History Reduced 16,920 6,705 0.48% 0.51% 685 -312 -1.81% Q4 2025 Jan 29, 2026
Coastal Bridge Advisors, LLC History Added to 16,880 6,689 0.5% 0.44% 686 +548 3.36% Q4 2025 Feb 18, 2026
Confluence Wealth Services, Inc. History Reduced 16,782 6,650 0.28% 0.3% 687 -286 -1.68% Q4 2025 Jan 28, 2026
Resolute Wealth Strategies, LLC History Added to 16,645 6,596 2.89% 2.47% 688 +1,478 9.74% Q4 2025 Feb 06, 2026
YHB Investment Advisors, Inc. History Reduced 16,615 6,584 0.45% 0.43% 689 -3 -0.02% Q4 2025 Jan 16, 2026
Refined Wealth Management History Added to 16,547 6,557 4.41% 3.73% 690 +238 1.46% Q4 2025 Jan 15, 2026
Bryn Mawr Trust Advisors, LLC History Added to 16,530 6,551 0.32% 0.22% 691 +4,007 32.0% Q4 2025 Feb 04, 2026
Centerstone Investors, LLC History Reduced 16,495 6,537 20.55% 25.96% 692 -4,000 -19.52% Q4 2025 Jan 30, 2026
Sound View Wealth Advisors Group, LLC History Added to 16,438 6,514 0.44% 0.4% 693 +112 0.69% Q4 2025 Jan 08, 2026
CASTLEARK MANAGEMENT LLC History Added to 16,435 6,513 0.19% 0.08% 694 +8,430 105.31% Q4 2025 Feb 13, 2026
Innova Wealth Partners History Reduced 16,419 6,507 3.28% 4.68% 695 -7,974 -32.69% Q4 2025 Jan 07, 2026
Wilmington Savings Fund Society, FSB History Added to 16,403 6,500 0.15% 0.13% 696 +689 4.38% Q4 2025 Feb 12, 2026
CABOT WEALTH MANAGEMENT INC History Reduced 16,368 6,486 0.72% 0.68% 697 -790 -4.6% Q4 2025 Feb 03, 2026
Twelve Points Wealth Management LLC History Reduced 15,615 6,471 1.46% 1.43% 698 -479 -2.98% Q4 2025 Jan 23, 2026
AdvisorShares Investments LLC History Added to 16,274 6,449 1.08% 0.93% 699 +190 1.18% Q4 2025 Feb 10, 2026
ROI Financial Advisors, LLC History Added to 16,267 6,446 3.7% 3.33% 700 +594 3.79% Q4 2025 Feb 13, 2026
RoundAngle Advisors LLC History Added to 16,227 6,430 4.68% 4.33% 701 +507 3.23% Q4 2025 Jan 12, 2026
Grand Central Investment Group History New 16,203 6,421 4.66% — 702 +16,203 New Q4 2025 Feb 18, 2026
Peregrine Asset Advisers, Inc. History Added to 16,168 6,407 1.81% 0.12% 703 +15,069 1371.16% Q4 2025 Feb 02, 2026
Pine Valley Investments Ltd Liability Co History Added to 16,025 6,350 0.29% 0.27% 704 +381 2.44% Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History Reduced 15,995 6,338 0.07% 0.94% 705 -577,005 -97.3% Q4 2025 Feb 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 15,984 6,334 1.07% — 706 +15,984 New Q4 2025 Feb 12, 2026
Alpha Advisors, LLC/VA History Added to 15,978 6,332 4.88% 4.19% 707 +307 1.96% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History Added to 15,973 6,330 0.86% 0.74% 708 +1,015 6.79% Q4 2025 Feb 13, 2026
Ewing Morris & Co. Investment Partners Ltd. History Reduced 15,778 6,329 2.76% 2.45% 709 -351 -2.18% Q4 2025 Feb 17, 2026
O'Domhnaill Enterprises, Inc. History New 15,958 6,324 5.92% — 710 +15,958 New Q4 2025 Feb 17, 2026
Addison Capital Co History Added to 15,957 6,323 1.58% 1.59% 711 +799 5.27% Q4 2025 Feb 02, 2026
Astra Wealth Partners LLC History Added to 15,922 6,310 3.71% 3.54% 712 +972 6.5% Q4 2025 Feb 02, 2026
Arkfeld Wealth Strategies, L.L.C. History Reduced 15,390 6,297 2.16% 2.01% 713 -51 -0.33% Q4 2025 Jan 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 15,877 6,292 0.13% — 714 +15,877 New Q4 2025 Feb 17, 2026
Montis Financial, LLC History Reduced 15,861 6,286 1.24% 1.32% 715 -229 -1.42% Q4 2025 Feb 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 15,856 6,283 0.03% 0.03% 716 -2,320 -12.76% Q4 2025 Feb 09, 2026
WJ Financial Advisors LLC History Added to 15,777 6,252 5.57% 5.39% 717 +137 0.88% Q4 2025 Feb 02, 2026
Zeit Capital LLC History Reduced 15,769 6,249 4.22% 3.84% 718 -137 -0.86% Q4 2025 Jan 26, 2026
StoneX Group Inc. History Reduced 15,748 6,242 0.27% 0.26% 719 -1,286 -7.55% Q4 2025 Feb 12, 2026
REGIONS FINANCIAL CORP History Added to 15,739 6,237 0.04% 0.03% 720 +745 4.97% Q4 2025 Jan 27, 2026
Crescent Grove Advisors, LLC History Added to 15,719 6,229 0.58% 0.42% 721 +3,175 25.31% Q4 2025 Feb 11, 2026
Concentrum Wealth Management History Added to 15,696 6,220 1.74% 1.54% 722 +708 4.72% Q4 2025 Feb 04, 2026
GoalFusion Wealth Management, LLC History Reduced 15,635 6,196 2.87% 2.69% 723 -213 -1.34% Q4 2025 Jan 06, 2026
Maridea Wealth Management LLC History Reduced 15,625 6,192 0.93% 1.15% 724 -2,650 -14.5% Q4 2025 Jan 08, 2026
truNorth Financial Services, Inc. History New 15,619 6,189 6.71% — 725 +15,619 New Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 15,472 6,131 0.25% 0.22% 726 -64 -0.41% Q4 2025 Feb 09, 2026
Balefire, LLC History Reduced 15,440 6,119 1.19% 1.2% 727 -1,516 -8.94% Q4 2025 Jan 12, 2026
Lynx Investment Advisory History Reduced 15,398 6,102 3.33% 3.47% 728 -900 -5.52% Q4 2025 Feb 05, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 15,352 6,083 1.27% 1.26% 729 -1,064 -6.48% Q4 2025 Jan 21, 2026
MACKAY SHIELDS LLC History No change 15,336 6,077 0.21% 0.19% 730 0 0.0% Q4 2025 Jan 29, 2026
PINNACLE ASSOCIATES LTD History Added to 15,315 6,069 0.08% 0.06% 731 +2,641 20.84% Q4 2025 Feb 05, 2026
Bellecapital International Ltd. History Reduced 15,280 6,055 1.07% 1.07% 732 -3,356 -18.01% Q4 2025 Feb 02, 2026
1ST SOURCE BANK History Added to 15,251 6,044 0.32% 0.27% 733 +1,039 7.31% Q4 2025 Feb 05, 2026
BlueChip Wealth Advisors LLC History Reduced 15,165 6,010 2.53% 2.39% 734 -568 -3.61% Q4 2025 Feb 05, 2026
Marex Group plc History Reduced 15,162 6,008 0.04% 0.19% 735 -60,382 -79.93% Q4 2025 Feb 12, 2026
Onyx Bridge Wealth Group LLC History Reduced 15,153 6,005 0.64% 0.62% 736 -906 -5.64% Q4 2025 Feb 18, 2026
QUATTRO FINANCIAL ADVISORS LLC History Reduced 15,104 5,985 1.79% 1.72% 737 -174 -1.14% Q4 2025 Jan 26, 2026
GUIDANCE CAPITAL, INC History Added to 13,245 5,983 1.46% 0.27% 738 +10,476 378.33% Q4 2025 Jan 23, 2026
Pinnacle Financial Group, LLC / IL History Reduced 15,066 5,970 1.73% 1.62% 739 -12 -0.08% Q4 2025 Feb 05, 2026
RETIREMENT CAPITAL STRATEGIES History New 15,054 5,966 2.21% — 740 +15,054 New Q4 2025 Feb 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 15,032 5,957 0.1% 0.09% 741 -1,441 -8.75% Q4 2025 Feb 10, 2026
Price Capital Management, Inc. History Added to 15,020 5,952 43.51% 2.98% 742 +7,870 110.07% Q4 2025 Feb 03, 2026
Consolidated Investment Group LLC History No change 15,000 5,944 0.71% 0.65% 743 0 0.0% Q4 2025 Jan 26, 2026
Apollon Financial, LLC History Added to 14,992 5,941 0.86% 0.72% 744 +2,818 23.15% Q4 2025 Jan 22, 2026
Aberdeen Group plc History Reduced 14,979 5,936 0.01% 0.01% 745 -4,831 -24.39% Q4 2025 Jan 16, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 14,961 5,929 1.72% 1.72% 746 +279 1.9% Q4 2025 Feb 11, 2026
Pointe Capital Management LLC History Reduced 14,924 5,914 2.93% 2.62% 747 -126 -0.84% Q4 2025 Feb 17, 2026
Ariadne Wealth Management, LP History No change 13,060 5,895 2.44% 2.24% 748 0 0.0% Q4 2025 Feb 13, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 14,822 5,874 1.45% 1.34% 749 -82 -0.55% Q4 2025 Feb 09, 2026
Bell & Brown Wealth Advisors, LLC History Reduced 14,815 5,871 1.89% 1.75% 750 -245 -1.63% Q4 2025 Jan 30, 2026
Burns Matteson Capital Management, LLC History Reduced 14,721 5,834 2.04% 2.53% 751 -3,271 -18.18% Q4 2025 Jan 15, 2026
Gould Capital, LLC History Reduced 14,695 5,823 3.59% 3.29% 752 -240 -1.61% Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 14,592 5,815 0.07% 0.07% 753 -1,185 -7.51% Q4 2025 Jan 23, 2026
Wealth Management Associates, Inc. History Reduced 14,648 5,805 2.02% 1.87% 754 -203 -1.37% Q4 2025 Jan 20, 2026
Oppenheimer & Close, LLC History Added to 14,597 5,784 3.94% 3.49% 755 +57 0.39% Q4 2025 Feb 10, 2026
ANCHYRA PARTNERS LLC History New 14,550 5,766 1.77% — 756 +14,550 New Q4 2025 Jan 29, 2026
Aries Wealth Management History Added to 14,498 5,745 1.27% 1.18% 757 +518 3.71% Q4 2025 Jan 30, 2026
OAK FAMILY ADVISORS, LLC History Reduced 14,439 5,722 1.57% 1.38% 758 -1,052 -6.79% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Added to 14,435 5,720 0.43% 0.39% 759 +124 0.87% Q4 2025 Jan 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 13,836 5,716 0.12% 0.11% 760 0 0.0% Q4 2025 Jan 26, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 14,360 5,691 0.91% 1.02% 761 -1,309 -8.35% Q4 2025 Jan 26, 2026
Wise Wealth Partners History Reduced 14,250 5,647 8.11% 8.43% 762 -1,293 -8.32% Q4 2025 Jan 29, 2026
WHITE PINE CAPITAL LLC History Reduced 14,238 5,642 1.55% 1.46% 763 -85 -0.59% Q4 2025 Feb 09, 2026
Advyzon Investment Management, LLC History Added to 14,227 5,638 0.65% 0.85% 764 +349 2.51% Q4 2025 Feb 13, 2026
MATAURO, LLC History Added to 14,112 5,592 0.84% 0.76% 765 +601 4.45% Q4 2025 Jan 16, 2026
Daiwa Securities Group Inc. History Added to 14,100 5,588 0.02% 0.02% 766 +800 6.02% Q4 2025 Feb 11, 2026
Galaxy Group Investments LLC History New 14,100 5,587 0.66% — 767 +14,100 New Q4 2025 Mar 23, 2026
SS&H Financial Advisors, Inc. History No change 14,049 5,568 1.62% 1.52% 768 0 0.0% Q4 2025 Jan 20, 2026
Ariston Services Group History Reduced 14,021 5,556 3.26% 3.01% 769 -43 -0.31% Q4 2025 Jan 23, 2026
MGB Wealth Management, LLC History Added to 13,973 5,541 1.58% 1.35% 770 +490 3.63% Q4 2025 Feb 17, 2026
Argent Trust Co History Added to 13,976 5,538 0.19% 0.17% 771 +210 1.53% Q4 2025 Feb 10, 2026
Hollow Brook Wealth Management LLC History Reduced 13,923 5,517 1.43% 1.51% 772 -3,982 -22.24% Q4 2025 Feb 17, 2026
CITY HOLDING CO History Reduced 13,911 5,512 0.68% 0.63% 773 -233 -1.65% Q4 2025 Jan 22, 2026
Legacy Wealth Partners, LLC History New 13,907 5,511 1.43% — 774 +13,907 New Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 13,844 5,486 0.55% 0.53% 775 -544 -3.78% Q4 2025 Jan 27, 2026
BigSur Wealth Management LLC History Reduced 13,793 5,466 1.33% 1.26% 776 -722 -4.97% Q4 2025 Jan 27, 2026
BANQUE PICTET & CIE SA History Added to 13,825 5,456 0.03% 0.03% 777 +410 3.06% Q4 2025 Jan 16, 2026
Red Door Wealth Management, LLC History Added to 13,762 5,454 0.57% 0.51% 778 +153 1.12% Q4 2025 Jan 20, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 22,407 5,446 0.5% 0.5% 779 0 0.0% Q4 2025 Feb 13, 2026
Alliance Wealth Advisors, LLC History Reduced 13,685 5,423 2.36% 2.25% 780 -445 -3.15% Q4 2025 Jan 14, 2026
Mayflower Financial Advisors, LLC History Reduced 13,653 5,410 0.65% 0.66% 781 -1,157 -7.81% Q4 2025 Jan 13, 2026
IPG Investment Advisors LLC History Added to 13,644 5,407 0.95% 0.78% 782 +1,284 10.39% Q4 2025 Feb 09, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 13,616 5,395 0.32% 0.29% 783 -358 -2.56% Q4 2025 Jan 20, 2026
Noble Wealth Management PBC History Added to 13,595 5,387 2.71% 2.52% 784 +286 2.15% Q4 2025 Jan 05, 2026
Strategic Financial Services, Inc. History Reduced 11,826 5,386 0.25% 0.5% 785 -15,936 -57.4% Q4 2025 Feb 09, 2026
Moors & Cabot, Inc. History Reduced 13,524 5,359 0.23% 0.23% 786 -1,225 -8.31% Q4 2025 Feb 10, 2026
Bison Wealth, LLC History New 12,962 5,358 0.6% — 787 +12,962 New Q4 2025 Mar 24, 2026
Latitude Advisors, LLC History Reduced 13,484 5,343 2.35% 2.36% 788 -1,036 -7.13% Q4 2025 Jan 27, 2026
BOK Financial Private Wealth, Inc. History Added to 13,475 5,340 0.33% 0.3% 789 +231 1.74% Q4 2025 Feb 06, 2026
GROUP ONE TRADING LLC History New 13,453 5,331 0.01% — 790 +13,453 New Q4 2025 Feb 12, 2026
Capital Wealth Planning, LLC History Reduced 13,407 5,313 0.03% 0.07% 791 -13,565 -50.29% Q4 2025 Feb 11, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 13,408 5,313 0.84% 0.83% 792 +64 0.48% Q4 2025 Jan 22, 2026
Trek Financial, LLC History Reduced 13,344 5,288 0.31% 0.67% 793 -18,410 -57.98% Q4 2025 Feb 04, 2026
CMG Global Holdings, LLC History Reduced 11,649 5,288 2.35% 2.23% 794 -123 -1.04% Q4 2025 Feb 05, 2026
McAlvany Wealth Management LLC History New 13,336 5,285 4.04% — 795 +13,336 New Q4 2025 Mar 25, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 13,299 5,270 1.55% 1.48% 796 -71 -0.53% Q4 2025 Jan 21, 2026
Copia Wealth Management History Reduced 13,240 5,247 3.75% 3.61% 797 -415 -3.04% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 13,238 5,246 0.15% 0.13% 798 -11,315 -46.08% Q4 2025 Feb 13, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 13,162 5,242 3.11% 2.8% 799 -499 -3.65% Q4 2025 Jan 06, 2026
Inscription Capital, LLC History Added to 13,195 5,229 0.54% 0.5% 800 +266 2.06% Q4 2025 Jan 29, 2026