iShares Silver Trust - SLV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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
CTC LLC History Added to 3,122,565 7,689,053 3.75% 1.19% 1 +2,562,781 457.82% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 103,512,837 6,668,296 1.01% 0.42% 2 +37,982,744 57.96% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 100,430,365 6,469,724 0.75% 0.33% 3 +33,025,227 49.0% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 67,196,200 4,328,779 0.65% 0.31% 4 +19,121,278 39.77% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 18,073,229 1,164,277 0.07% 0.06% 5 -3,768,300 -17.25% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 15,118,638 973,942 0.16% 0.17% 6 -10,186,276 -40.25% Q4 2025 Jan 29, 2026
PEAK6 LLC History Added to 10,986,124 707,726 1.32% 0.15% 7 +8,586,524 357.83% Q4 2025 Mar 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 10,517,819 677,557 0.05% 0.05% 8 -7,962,960 -43.09% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 8,992,795 579,315 0.11% 0.06% 9 +1,311,351 17.07% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 8,748,745 563,594 0.15% 0.11% 10 -178,745 -2.0% Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History Added to 7,949,210 512,088 0.47% 0.14% 11 +4,751,407 148.58% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Added to 17,222,563 503,545 0.74% 0.31% 12 +10,119,783 142.48% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Added to 7,056,829 454,600 0.9% 0.14% 13 +4,857,029 220.79% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 2,955,942 400,856 0.18% 0.17% 14 -1,214,139 -29.12% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 6,164,671 397,128 0.1% 0.02% 15 +4,438,535 257.14% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 5,868,950 378,077 0.05% 0.02% 16 +2,860,155 95.06% Q4 2025 Mar 25, 2026
LMR Partners LLP History Reduced 5,198,200 334,868 0.63% 3.88% 17 -15,580,992 -74.98% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 4,466,200 287,712 0.41% 0.34% 18 -737,300 -14.17% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 4,294,300 276,638 0.35% 0.25% 19 -402,900 -8.58% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 4,167,980 268,501 0.12% 0.12% 20 -2,237,772 -34.93% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 4,100,507 264,155 0.04% — 21 +4,100,507 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 4,067,660 262,039 0.33% 0.56% 22 +152,020 3.88% Q4 2025 Jan 09, 2026
MILLENNIUM MANAGEMENT LLC History Added to 3,666,255 236,180 0.1% 0.02% 23 +2,665,160 266.22% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Added to 3,659,100 235,719 0.31% 0.08% 24 +2,429,200 197.51% Q4 2025 Feb 17, 2026
Belvedere Trading LLC History Reduced 3,545,870 228,424 0.25% 0.26% 25 -1,718,430 -32.64% Q4 2025 Feb 10, 2026
Carrhae Capital LLP History Reduced 3,354,800 216,116 8.18% 12.53% 26 -1,666,600 -33.19% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,958,925 190,608 0.06% 0.04% 27 +172,753 6.2% Q4 2025 Feb 18, 2026
Schonfeld Strategic Advisors LLC History Added to 2,836,868 182,751 0.81% 0.15% 28 +2,230,230 367.64% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 2,680,545 172,863 0.04% 0.03% 29 +4,327 0.16% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 2,543,366 163,843 0.18% — 30 +2,543,366 New Q4 2025 Feb 17, 2026
Extract Advisors LLC History New 2,290,000 147,521 38.25% — 31 +2,290,000 New Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 2,218,970 142,946 0.05% 0.01% 32 +1,765,688 389.53% Q4 2025 Feb 12, 2026
Capula Management Ltd History Reduced 2,136,319 137,621 0.69% 0.49% 33 -163,681 -7.12% Q4 2025 Feb 13, 2026
Symmetry Investments LP History New 1,913,300 123,254 10.69% — 34 +1,913,300 New Q4 2025 Feb 17, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Added to 1,824,479 117,532 9.0% 4.25% 35 +824,589 82.47% Q4 2025 Jan 27, 2026
Cetera Investment Advisers History Added to 1,790,226 114,468 0.13% 0.08% 36 +127,011 7.64% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 1,587,507 102,267 0.11% 0.08% 37 -162,617 -9.29% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Reduced 1,468,147 94,578 0.09% 0.06% 38 -122,869 -7.72% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,458,005 93,923 0.14% 0.08% 39 +81,163 5.89% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,402,737 90,363 0.03% 0.02% 40 -243,319 -14.78% Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History Added to 1,402,204 90,329 0.22% 0.12% 41 +362,291 34.84% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 1,400,000 90,188 0.31% 0.07% 42 +1,011,000 259.9% Q4 2025 Jan 28, 2026
JPMORGAN CHASE & CO History Reduced 1,334,943 85,997 0.01% 0.0% 43 -151,824 -10.21% Q4 2025 Feb 11, 2026
GUGGENHEIM CAPITAL LLC History Reduced 1,326,256 85,437 0.61% 0.52% 44 -374,233 -22.01% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,193,515 76,886 0.1% 0.11% 45 -829,891 -41.01% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,185,326 76,362 0.07% 0.03% 46 +386,104 48.31% Q4 2025 Feb 17, 2026
Waratah Capital Advisors Ltd. History Reduced 1,168,200 75,255 2.53% 0.91% 47 -54,300 -4.44% Q4 2025 Feb 09, 2026
MACKENZIE FINANCIAL CORP History Added to 1,066,685 73,435 0.09% 0.03% 48 +388,419 57.27% Q4 2025 Feb 18, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 1,103,897 72,444 0.5% 0.19% 49 +498,897 82.46% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Reduced 981,036 61,339 1.06% 1.04% 50 -78,723 -7.43% Q4 2025 Feb 09, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Reduced 331,100 58,312 5.67% 2.85% 51 -306,500 -48.07% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 903,489 58,202 0.1% 0.04% 52 +434,347 92.58% Q4 2025 Mar 16, 2026
Permanens Capital L.P. History Reduced 900,242 57,993 7.56% 5.89% 53 -31,741 -3.41% Q4 2025 Feb 17, 2026
GLOBALT Investments LLC / GA History Added to 887,771 57,190 2.09% 1.37% 54 +2,573 0.29% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Added to 863,021 55,595 0.02% 0.0% 55 +668,487 343.64% Q4 2025 Feb 17, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History New 850,000 54,757 6.51% — 56 +850,000 New Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 847,369 54,587 0.72% 0.53% 57 -19,286 -2.23% Q4 2025 Feb 10, 2026
Centiva Capital, LP History Added to 823,200 53,030 0.43% 0.04% 58 +727,573 760.84% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 815,641 52,544 0.14% 0.11% 59 -100,727 -10.99% Q4 2025 Feb 05, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 803,188 51,741 0.1% 163.25% 60 -26,705 -3.22% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 775,009 49,926 0.07% 0.04% 61 +97,872 14.45% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 746,397 48,082 0.03% 0.01% 62 +276,297 58.77% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 744,124 47,936 0.05% 0.01% 63 +615,902 480.34% Q4 2025 Feb 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 713,585 45,969 0.09% 0.01% 64 +547,259 329.03% Q4 2025 Feb 17, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 702,400 45,248 0.65% 0.47% 65 -97,600 -12.2% Q4 2025 Feb 17, 2026
Jain Global LLC History New 654,619 42,170 0.2% — 66 +654,619 New Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Reduced 652,459 42,031 0.37% 0.72% 67 -3,453,132 -84.11% Q4 2025 Feb 11, 2026
Briaud Financial Planning, Inc History Added to 627,095 40,397 9.95% 8.6% 68 +6,031 0.97% Q4 2025 Jan 28, 2026
Saudi Central Bank History No change 621,400 40,030 1.5% 1.0% 69 0 0.0% Q4 2025 Feb 12, 2026
Richard C. Young & CO., LTD. History Reduced 608,872 39,223 3.51% 2.4% 70 -752 -0.12% Q4 2025 Jan 29, 2026
Fore Capital, LLC History Reduced 595,000 38,329 12.53% 22.68% 71 -1,270,000 -68.1% Q4 2025 Feb 11, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 566,366 36,485 19.24% — 72 +566,366 New Q4 2025 Feb 23, 2026
NewEdge Advisors, LLC History Added to 561,987 36,203 0.13% 0.1% 73 +52,239 10.25% Q4 2025 Feb 18, 2026
Baird Financial Group, Inc. History Reduced 555,425 35,780 0.06% 0.05% 74 -145,179 -20.72% Q4 2025 Feb 13, 2026
RIA Advisory Group LLC History Reduced 508,789 35,403 8.51% 6.48% 75 -87,596 -14.69% Q4 2025 Feb 02, 2026
Private Advisor Group, LLC History Added to 555,145 35,286 0.17% 0.11% 76 +28,770 5.47% Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History Added to 526,656 33,927 1.58% 0.2% 77 +475,964 938.93% Q4 2025 Feb 17, 2026
Monaco Asset Management SAM History Reduced 500,000 32,210 5.58% 6.17% 78 -1,900,000 -79.17% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 497,258 32,033 0.02% 0.01% 79 +105,387 26.89% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Reduced 478,369 30,816 0.13% 0.19% 80 -525,677 -52.36% Q4 2025 Feb 13, 2026
MSA Advisors, LLC History New 477,745 30,776 7.71% — 81 +477,745 New Q4 2025 Feb 17, 2026
Sculptor Capital LP History New 469,300 30,232 0.31% — 82 +469,300 New Q4 2025 Feb 13, 2026
Owl Creek Asset Management, L.P. History New 467,500 30,116 0.91% — 83 +467,500 New Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 463,306 29,846 0.57% 0.44% 84 -56,990 -10.95% Q4 2025 Feb 12, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Added to 454,766 29,296 20.7% 16.31% 85 +1,031 0.23% Q4 2025 Feb 04, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 451,600 29,092 0.34% 1.66% 86 -2,521,000 -84.81% Q4 2025 Feb 10, 2026
Greenwich Wealth Management LLC History New 442,753 28,522 1.27% — 87 +442,753 New Q4 2025 Feb 10, 2026
TSP Capital Management Group, LLC History Reduced 405,275 26,107 6.38% 4.68% 88 -7,250 -1.76% Q4 2025 Jan 21, 2026
BLAIR WILLIAM & CO/IL History Added to 401,524 25,866 0.07% 0.02% 89 +216,153 116.61% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 401,060 25,836 0.06% 0.04% 90 +8,773 2.24% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 400,000 25,768 0.06% — 91 +400,000 New Q4 2025 Feb 17, 2026
AMG National Trust Bank History Reduced 397,605 25,613 0.6% 0.43% 92 -23,519 -5.58% Q4 2025 Jan 30, 2026
Squarepoint Ops LLC History Reduced 387,885 24,987 0.03% 0.02% 93 -9,215 -2.32% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 370,254 23,851 0.05% 0.03% 94 +30,932 9.12% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 367,553 23,677 0.03% 0.02% 95 +67,459 22.48% Q4 2025 Feb 13, 2026
SIG BROKERAGE, LP History Added to 363,601 23,423 0.73% 0.35% 96 +79,860 28.15% Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 363,530 23,418 1.68% 1.27% 97 -62,401 -14.65% Q4 2025 Feb 12, 2026
New Harbor Financial Group, LLC History Reduced 361,236 23,270 4.26% 3.43% 98 -37,980 -9.51% Q4 2025 Jan 30, 2026
Nishkama Capital, LLC History New 360,000 23,191 0.93% — 99 +360,000 New Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 356,814 22,985 0.05% 0.02% 100 +120,902 51.25% Q4 2025 Feb 13, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History New 355,723 22,915 2.48% — 101 +355,723 New Q4 2025 Feb 11, 2026
McAlvany Wealth Management LLC History New 355,505 22,901 17.51% — 102 +355,505 New Q4 2025 Mar 25, 2026
Pinnacle Financial Partners, Inc. History New 354,185 22,816 0.17% — 103 +354,185 New Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 347,608 22,392 0.01% 0.01% 104 +120,636 53.15% Q4 2025 Feb 06, 2026
ION Fund Management Ltd History New 345,475 22,255 2.6% — 105 +345,475 New Q4 2025 Feb 17, 2026
MinichMacGregor Wealth Management, LLC History New 339,166 21,849 3.96% — 106 +339,166 New Q4 2025 Feb 17, 2026
CloudAlpha Capital Management Limited/Hong Kong History New 330,000 21,258 1.0% — 107 +330,000 New Q4 2025 Feb 06, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 325,717 20,982 2.26% 1.6% 108 -14,007 -4.12% Q4 2025 Jan 28, 2026
Bank of New York Mellon Corp History Reduced 322,195 20,755 0.0% 0.0% 109 -134,074 -29.38% Q4 2025 Feb 10, 2026
Carrera Capital Advisors History Reduced 319,089 20,555 3.46% 3.37% 110 -123,930 -27.97% Q4 2025 Jan 30, 2026
Wealthfront Advisers LLC History Added to 318,763 20,534 0.05% 0.03% 111 +65,349 25.79% Q4 2025 Jan 30, 2026
Cresset Asset Management, LLC History Added to 318,329 20,506 0.09% 0.05% 112 +68,515 27.43% Q4 2025 Feb 17, 2026
Cadence Wealth Management LLC History Reduced 316,169 20,367 9.83% 12.57% 113 -250,176 -44.17% Q4 2025 Feb 06, 2026
Prospera Financial Services Inc History Added to 314,974 20,290 0.33% 0.13% 114 +134,134 74.17% Q4 2025 Feb 09, 2026
Forest Hill Capital, LLC History New 312,000 20,099 10.28% — 115 +312,000 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 300,960 19,395 0.03% 0.02% 116 +4,004 1.35% Q4 2025 Feb 11, 2026
Chicago Wealth Management, Inc. History Reduced 300,384 19,334 7.77% 5.62% 117 -3,848 -1.26% Q4 2025 Feb 17, 2026
ARDSLEY ADVISORY PARTNERS LP History Added to 295,000 18,989 2.08% 1.05% 118 +95,000 47.5% Q4 2025 Feb 17, 2026
Oxbow Advisors, LLC History Added to 294,396 18,964 1.67% 1.12% 119 +10,524 3.71% Q4 2025 Feb 04, 2026
Aragon Global Management, LP History Added to 292,600 18,849 5.72% 2.13% 120 +128,800 78.63% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 288,666 18,595 0.04% 0.01% 121 +202,069 233.34% Q4 2025 Jan 23, 2026
Vivaldi Capital Management LP History Reduced 285,723 18,406 2.5% 1.92% 122 -35,230 -10.98% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 284,144 18,304 0.1% 0.08% 123 -26,905 -8.65% Q4 2025 Feb 12, 2026
K2 PRINCIPAL FUND, L.P. History Reduced 275,200 17,728 1.43% 2.57% 124 -471,431 -63.14% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 270,396 17,418 0.2% 0.07% 125 +126,564 87.99% Q4 2025 Jan 15, 2026
Equitable Holdings, Inc. History Added to 265,294 17,090 0.12% 0.08% 126 +19,873 8.1% Q4 2025 Feb 17, 2026
Corecam Pte. Ltd. History Reduced 260,400 16,774 8.72% 16.16% 127 -1,173,600 -81.84% Q4 2025 Mar 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 216,821 15,995 0.02% 0.02% 128 -25,752 -10.62% Q4 2025 Jan 08, 2026
PenderFund Capital Management Ltd. History Reduced 247,500 15,943 2.51% 1.79% 129 -2,500 -1.0% Q4 2025 Feb 17, 2026
Creative Planning History Added to 240,959 15,522 0.01% 0.01% 130 +25,071 11.61% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Reduced 236,354 15,225 0.56% 0.41% 131 -17,176 -6.77% Q4 2025 Jan 21, 2026
Nokomis Capital, L.L.C. History Reduced 234,000 15,074 3.57% 5.25% 132 -231,600 -49.74% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History Reduced 231,581 14,918 1.05% 1.21% 133 -185,564 -44.48% Q4 2025 Feb 12, 2026
Cypress Capital Group History Added to 229,098 14,758 1.65% 1.13% 134 +5,797 2.6% Q4 2025 Feb 11, 2026
Ariadne Wealth Management, LP History No change 215,850 14,619 6.04% 4.59% 135 0 0.0% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Reduced 225,266 14,511 0.21% 0.13% 136 -34,551 -13.3% Q4 2025 Feb 02, 2026
Sigma Planning Corp History Added to 219,910 14,356 0.4% 0.24% 137 +22,718 11.52% Q4 2025 Jan 30, 2026
AlTi Global, Inc. History Added to 214,179 13,797 0.3% 0.04% 138 +171,778 405.13% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Reduced 212,807 13,709 0.26% 0.18% 139 -1,941 -0.9% Q4 2025 Feb 06, 2026
Grand Central Investment Group History New 210,378 13,552 9.84% — 140 +210,378 New Q4 2025 Feb 18, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 209,980 13,526 1.85% 1.26% 141 +492 0.23% Q4 2025 Jan 23, 2026
AUGUSTINE ASSET MANAGEMENT INC History Added to 201,197 12,961 2.59% 1.71% 142 +1,145 0.57% Q4 2025 Jan 16, 2026
Allianz Asset Management GmbH History New 200,000 12,884 0.01% — 143 +200,000 New Q4 2025 Feb 11, 2026
One River Asset Management, LLC History New 200,000 12,884 1.22% — 144 +200,000 New Q4 2025 Jan 28, 2026
Beacon Pointe Advisors, LLC History Added to 196,302 12,645 0.09% 0.07% 145 +10,534 5.67% Q4 2025 Feb 18, 2026
Marex Group plc History Reduced 190,046 12,242 0.08% 0.24% 146 -596,322 -75.83% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Added to 187,704 12,091 0.24% 0.11% 147 +61,886 49.19% Q4 2025 Jan 14, 2026
Harvest Investment Services, LLC History Added to 184,425 11,880 2.24% 0.77% 148 +94,472 105.02% Q4 2025 Feb 17, 2026
ARS Wealth Advisors Group, LLC History Reduced 184,013 11,854 1.07% 0.99% 149 -51,556 -21.89% Q4 2025 Jan 12, 2026
IHT Wealth Management, LLC History Reduced 183,650 11,830 0.29% 0.29% 150 -90,894 -33.11% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Reduced 182,391 11,749 0.68% 0.73% 151 -107,072 -36.99% Q4 2025 Feb 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 181,793 11,711 0.62% 0.5% 152 -6,958 -3.69% Q4 2025 Jan 26, 2026
Meridian Wealth Management, LLC History Reduced 181,558 11,695 0.41% 0.31% 153 -9,444 -4.94% Q4 2025 Feb 04, 2026
WESCAP Management Group, Inc. History Reduced 174,570 11,245 2.28% 1.83% 154 -30,460 -14.86% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 173,141 11,153 0.02% — 155 +173,141 New Q4 2025 Feb 17, 2026
&PARTNERS History Added to 173,986 11,136 0.06% 0.04% 156 +16,378 10.39% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 171,665 11,058 0.06% 0.04% 157 +10,246 6.35% Q4 2025 Jan 12, 2026
Independent Advisor Alliance History Added to 171,388 11,040 0.27% 0.16% 158 +27,511 19.12% Q4 2025 Feb 04, 2026
Florida Trust Wealth Management Co History Added to 171,001 11,015 0.3% 0.01% 159 +164,870 2689.12% Q4 2025 Jan 20, 2026
Arnhold LLC History No change 169,060 10,890 0.83% 0.6% 160 0 0.0% Q4 2025 Feb 09, 2026
SBI Securities Co., Ltd. History Added to 163,434 10,528 0.27% 0.16% 161 +12,902 8.57% Q4 2025 Feb 03, 2026
STEPHENS INC /AR/ History Added to 162,635 10,497 0.13% 0.07% 162 +23,807 17.15% Q4 2025 Feb 05, 2026
Twelve Points Wealth Management LLC History Reduced 144,847 10,484 2.36% 1.72% 163 -18,278 -11.2% Q4 2025 Jan 23, 2026
D.A. DAVIDSON & CO. History Added to 162,316 10,456 0.06% 0.03% 164 +44,614 37.9% Q4 2025 Jan 29, 2026
Keel Point, LLC History Reduced 160,675 10,350 0.62% 0.43% 165 -2,526 -1.55% Q4 2025 Feb 12, 2026
ALTFEST L J & CO INC History Added to 158,665 10,221 1.12% 0.61% 166 +30,574 23.87% Q4 2025 Jan 23, 2026
IMC-Chicago, LLC History Reduced 157,926 10,173 0.0% 0.02% 167 -1,275,338 -88.98% Q4 2025 Jan 29, 2026
Corecam AG History New 159,353 10,102 9.87% — 168 +159,353 New Q4 2025 Feb 18, 2026
Canton Hathaway, LLC History Reduced 155,813 10,037 1.94% 1.31% 169 -4,651 -2.9% Q4 2025 Jan 21, 2026
Arkadios Wealth Advisors History Reduced 151,559 9,763 0.19% 0.2% 170 -45,116 -22.94% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 150,393 9,688 0.11% 0.07% 171 +4,231 2.89% Q4 2025 Jan 20, 2026
NWAM LLC History Reduced 98,097 9,637 0.54% 0.35% 172 -37,636 -27.73% Q4 2025 Feb 04, 2026
ARMOR ADVISORS, L.L.C. History Added to 147,595 9,508 8.51% 2.91% 173 +24,318 19.73% Q4 2025 Feb 10, 2026
AGP FRANKLIN, LLC History Reduced 146,354 9,428 4.42% 3.08% 174 -2,652 -1.78% Q4 2025 Jan 28, 2026
Ariose Capital Management Ltd History Added to 146,200 9,418 3.16% 1.92% 175 +11,300 8.38% Q4 2025 Jan 29, 2026
Faithward Advisors, LLC History Reduced 145,729 9,387 1.38% 1.0% 176 -12,809 -8.08% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 247,368 9,377 0.01% 0.01% 178 +150,770 156.08% Q4 2025 Mar 09, 2026
US BANCORP \DE\ History Added to 145,561 9,377 0.01% 0.01% 177 +11,379 8.48% Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Added to 144,335 9,298 0.13% 0.08% 179 +18,905 15.07% Q4 2025 Feb 17, 2026
VMS Asset Management Limited History New 143,818 9,264 3.57% — 180 +143,818 New Q4 2025 Feb 11, 2026
Granite Bay Wealth Management, LLC History Reduced 143,718 9,258 2.23% 2.0% 181 -37,244 -20.58% Q4 2025 Feb 05, 2026
TD Waterhouse Canada Inc. History Reduced 143,452 9,242 0.06% 0.05% 182 -29,402 -17.01% Q4 2025 Jan 27, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 143,038 9,214 0.6% 0.69% 183 -95,688 -40.08% Q4 2025 Jan 23, 2026
Mutual Advisors, LLC History Reduced 142,833 9,201 0.2% 0.14% 184 -2,135 -1.47% Q4 2025 Feb 02, 2026
NTV ASSET MANAGEMENT LLC History Reduced 140,190 9,031 0.96% 0.83% 185 -38,778 -21.67% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Reduced 140,071 9,023 0.11% 0.1% 186 -135,228 -49.12% Q4 2025 Feb 13, 2026
O'Domhnaill Enterprises, Inc. History New 139,020 8,955 8.39% — 187 +139,020 New Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 137,639 8,867 0.02% 0.02% 188 -38,629 -21.91% Q4 2025 Jan 26, 2026
Union Bancaire Privee, UBP SA History Added to 156,784 8,799 0.1% 0.02% 189 +128,160 447.74% Q4 2025 Jan 05, 2026
Galaxy Group Investments LLC History New 132,800 8,554 1.01% — 190 +132,800 New Q4 2025 Mar 23, 2026
SCOTIA CAPITAL INC. History Reduced 132,709 8,548 0.03% 0.02% 191 -4,575 -3.33% Q4 2025 Feb 12, 2026
EFG International AG History New 130,150 8,384 0.16% — 192 +130,150 New Q4 2025 Feb 17, 2026
MYDA Advisors LLC History New 130,000 8,374 1.59% — 193 +130,000 New Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History Added to 109,626 8,255 1.38% 0.77% 194 +8,313 8.21% Q4 2025 Feb 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 126,868 8,172 0.34% 0.2% 195 +13,174 11.59% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History Added to 126,425 8,144 0.3% 0.22% 196 +46,245 57.68% Q4 2025 Feb 04, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 126,190 8,129 0.12% — 197 +126,190 New Q4 2025 Feb 17, 2026
NKCFO LLC History No change 125,400 8,078 2.34% 1.6% 198 0 0.0% Q4 2025 Feb 02, 2026
NWI MANAGEMENT LP History Reduced 125,000 8,052 0.37% 2.27% 199 -879,700 -87.56% Q4 2025 Feb 17, 2026
Seven Post Investment Office LP History No change 119,501 7,698 2.75% 1.82% 200 0 0.0% Q4 2025 Jan 29, 2026
TWO SIGMA INVESTMENTS, LP History Added to 118,646 7,643 0.01% 0.0% 201 +83,310 235.77% Q4 2025 Feb 17, 2026
Sugar Maple Asset Management, LLC History Added to 117,834 7,598 5.11% 3.38% 202 +6,350 5.7% Q4 2025 Jan 20, 2026
Sovran Advisors, LLC History Added to 90,509 7,541 0.64% 0.34% 203 +4,193 4.86% Q4 2025 Jan 20, 2026
DV Trading LLC History New 116,532 7,506 0.21% — 204 +116,532 New Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Reduced 115,549 7,443 0.18% 0.13% 205 -7,781 -6.31% Q4 2025 Feb 13, 2026
Bravias Capital Group, LLC History Added to 115,046 7,411 4.48% 2.29% 206 +34,296 42.47% Q4 2025 Jan 29, 2026
Strategic Investment Solutions, Inc. /IL History Added to 115,777 7,361 1.77% 1.22% 207 +7,327 6.76% Q4 2025 Feb 27, 2026
Price Capital Management, Inc. History Added to 113,740 7,327 53.56% 2.95% 208 +54,520 92.06% Q4 2025 Feb 03, 2026
Private Harbour Investment Management & Counsel, LLC History Reduced 113,590 7,317 7.65% 5.01% 209 -575 -0.5% Q4 2025 Feb 17, 2026
CWA Asset Management Group, LLC History Reduced 112,269 7,232 0.26% 0.19% 210 -10,771 -8.75% Q4 2025 Jan 07, 2026
COMERICA BANK History Reduced 111,449 7,179 0.03% 0.02% 211 -10,190 -8.38% Q4 2025 Jan 29, 2026
FMR LLC History Added to 110,530 7,120 0.0% 0.0% 212 +84,664 327.32% Q4 2025 Feb 17, 2026
Independent Wealth Network Inc. History Added to 110,259 7,102 2.17% 1.42% 213 +6,023 5.78% Q4 2025 Jan 26, 2026
Snowden Capital Advisors LLC History Reduced 109,804 7,073 0.18% 0.13% 214 -3,492 -3.08% Q4 2025 Feb 17, 2026
Pettinga Financial Advisors LLC History Added to 108,367 6,981 1.32% 0.83% 215 +7,764 7.72% Q4 2025 Feb 12, 2026
Encompass More Asset Management History Added to 108,141 6,966 1.28% 0.71% 216 +20,343 23.17% Q4 2025 Feb 03, 2026
Client First Investment Management LLC History New 108,086 6,962 3.65% — 217 +108,086 New Q4 2025 Feb 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 110,831 6,959 0.01% 0.01% 218 +3,809 3.56% Q4 2025 Feb 18, 2026
RM Financial Services, LLC History New 107,220 6,907 6.13% — 219 +107,220 New Q4 2025 Feb 11, 2026
Brookwood Investment Group LLC History Reduced 106,772 6,878 0.83% 0.8% 220 -38,922 -26.71% Q4 2025 Jan 22, 2026
Orion Porfolio Solutions, LLC History Added to 106,040 6,831 0.05% 0.02% 221 +43,250 68.88% Q4 2025 Feb 12, 2026
Private Wealth Asset Management, LLC History No change 106,010 6,829 0.74% 0.53% 222 0 0.0% Q4 2025 Feb 10, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 103,737 6,682 0.17% 0.15% 223 -27,759 -21.11% Q4 2025 Jan 23, 2026
CASTLEARK MANAGEMENT LLC History New 102,570 6,607 0.19% — 224 +102,570 New Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Added to 101,930 6,566 0.5% 0.29% 225 +11,128 12.26% Q4 2025 Jan 23, 2026
HBK INVESTMENTS L P History No change 101,800 6,557 0.05% 0.05% 226 0 0.0% Q4 2025 Feb 17, 2026
Chesley Taft & Associates LLC History Added to 101,350 6,528 0.26% 0.16% 227 +13,950 15.96% Q4 2025 Jan 14, 2026
Empirical Asset Management, LLC History Added to 100,409 6,468 1.82% 1.02% 228 +13,947 16.13% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 100,063 6,446 0.11% 0.08% 229 +15,094 17.76% Q4 2025 Feb 06, 2026
Caption Management, LLC History Reduced 100,000 6,442 0.04% 0.1% 230 -200,000 -66.67% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Added to 98,678 6,356 0.01% 0.0% 231 +64,445 188.25% Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Reduced 98,620 6,353 0.33% 0.24% 232 -3,065 -3.01% Q4 2025 Feb 05, 2026
MGO ONE SEVEN LLC History Reduced 97,741 6,296 0.13% 0.11% 233 -12,436 -11.29% Q4 2025 Feb 03, 2026
Lesa Sroufe & Co History Reduced 97,230 6,264 4.66% 4.56% 234 -35,920 -26.98% Q4 2025 Jan 22, 2026
Evanson Asset Management, LLC History Added to 96,844 6,238 0.34% 0.22% 235 +4,301 4.65% Q4 2025 Jan 12, 2026
Eagle Strategies LLC History Added to 96,070 6,188 0.79% 0.5% 236 +7,252 8.17% Q4 2025 Jan 23, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 95,488 6,151 0.75% 0.51% 237 0 0.0% Q4 2025 Jan 15, 2026
RETIREMENT CAPITAL STRATEGIES History New 95,261 6,136 2.28% — 238 +95,261 New Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 95,139 6,128 0.02% 0.01% 239 +4,263 4.69% Q4 2025 Feb 02, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 94,227 6,070 0.66% 0.4% 240 +8,602 10.05% Q4 2025 Jan 29, 2026
EP Wealth Advisors, LLC History New 94,159 6,065 0.03% — 241 +94,159 New Q4 2025 Feb 18, 2026
Lombard Odier Asset Management (USA) Corp History Added to 93,200 6,003 0.56% 0.26% 242 +3,200 3.56% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 92,560 5,962 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 02, 2026
B. Riley Wealth Advisors, Inc. History Reduced 92,515 5,959 0.27% 0.18% 244 -99,771 -51.89% Q4 2025 Feb 17, 2026
Lake Hills Wealth Management, LLC History Reduced 91,964 5,924 3.09% 2.53% 245 -19,987 -17.85% Q4 2025 Jan 07, 2026
CENTAURUS FINANCIAL, INC. History Added to 91,717 5,908 0.27% 0.04% 246 +69,209 307.49% Q4 2025 Feb 13, 2026
RoundAngle Advisors LLC History Added to 91,373 5,886 4.29% 2.96% 247 +1,052 1.16% Q4 2025 Jan 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 91,098 5,868 0.07% 0.04% 248 +18,071 24.75% Q4 2025 Jan 29, 2026
Fielder Capital Group LLC History Reduced 90,417 5,824 1.24% 1.03% 249 -16,757 -15.64% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 89,683 5,777 0.03% 0.03% 250 -7,483 -7.7% Q4 2025 Feb 09, 2026
ABBINGTON INVESTMENT GROUP History No change 89,289 5,752 3.93% 3.24% 251 0 0.0% Q4 2025 Jan 26, 2026
Cadent Capital Advisors, LLC History Added to 88,985 5,732 1.47% 0.87% 252 +11,185 14.38% Q4 2025 Jan 13, 2026
MAI Capital Management History Reduced 88,701 5,714 0.03% 0.02% 253 -3,764 -4.07% Q4 2025 Feb 13, 2026
Ameliora Wealth Management Ltd. History Added to 86,670 5,583 1.7% 1.06% 254 +11,563 15.4% Q4 2025 Jan 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 86,633 5,580 0.1% 0.06% 255 +14,143 19.51% Q4 2025 Feb 19, 2026
AVALON CAPITAL MANAGEMENT History Added to 86,141 5,549 1.33% 0.49% 256 +39,398 84.29% Q4 2025 Feb 11, 2026
BFSG, LLC History Reduced 85,944 5,536 0.54% 0.35% 257 -287 -0.33% Q4 2025 Jan 22, 2026
Allworth Financial LP History New 85,614 5,515 0.02% — 258 +85,614 New Q4 2025 Feb 05, 2026
Perennial Investment Advisors, LLC History Added to 85,534 5,510 0.43% 0.3% 259 +135 0.16% Q4 2025 Feb 17, 2026
Exit Wealth Advisors, LLC. History Reduced 85,477 5,506 3.26% 4.0% 260 -55,930 -39.55% Q4 2025 Feb 10, 2026
Kingsview Wealth Management, LLC History Added to 84,291 5,430 0.08% 0.05% 261 +10,471 14.18% Q4 2025 Feb 09, 2026
Pine Valley Investments Ltd Liability Co History Reduced 84,264 5,428 0.25% 0.23% 262 -25,516 -23.24% Q4 2025 Feb 13, 2026
CHELSEA COUNSEL CO History No change 84,000 5,411 2.32% 1.58% 263 0 0.0% Q4 2025 Feb 24, 2026
CENTRAL TRUST Co History Reduced 83,688 5,391 0.11% 0.08% 264 -2,113 -2.46% Q4 2025 Feb 02, 2026
J.W. COLE ADVISORS, INC. History Added to 152,753 5,342 0.13% 0.08% 265 +52,236 51.97% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Reduced 81,607 5,257 0.06% 0.1% 266 -73,674 -47.45% Q4 2025 Jan 23, 2026
Arete Wealth Advisors, LLC History Reduced 81,302 5,239 0.32% 0.31% 267 -36,339 -30.89% Q4 2025 Feb 13, 2026
CI INVESTMENTS INC. History No change 81,000 5,218 0.02% 0.01% 268 0 0.0% Q4 2025 Feb 12, 2026
L & S Advisors Inc History New 80,950 5,214 0.48% — 269 +80,950 New Q4 2025 Feb 05, 2026
Rakuten Securities, Inc. History Added to 80,518 5,186 1.68% 0.29% 270 +62,149 338.34% Q4 2025 Jan 29, 2026
World Investment Advisors History Added to 80,168 5,164 0.08% 0.06% 271 +15,065 23.14% Q4 2025 Mar 12, 2026
Knoll Capital Management, LLC History No change 80,000 5,153 2.36% 1.82% 272 0 0.0% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 79,686 5,133 0.03% 0.02% 273 +14,448 22.15% Q4 2025 Jan 26, 2026
Royal Palms Capital LLC History New 79,241 5,104 6.06% — 274 +79,241 New Q4 2025 Feb 09, 2026
Dorsey Wright & Associates History Added to 78,572 5,062 1.09% 0.73% 275 +1,197 1.55% Q4 2025 Feb 20, 2026
Shepherd Financial Partners LLC History Reduced 78,105 5,031 0.47% 0.35% 276 -9,457 -10.8% Q4 2025 Feb 10, 2026
Kercheville Advisors, LLC History Reduced 57,500 5,009 1.31% 0.78% 277 -3,200 -5.27% Q4 2025 Jan 29, 2026
LifeWealth Investments, LLC History Reduced 77,312 4,980 1.58% 1.26% 278 -12,827 -14.23% Q4 2025 Jan 26, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Added to 76,970 4,958 2.95% 1.98% 279 +7,310 10.49% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Reduced 76,780 4,946 0.03% 0.02% 280 -4,097 -5.07% Q4 2025 Jan 28, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 75,950 4,892 0.01% 0.03% 281 -123,850 -61.99% Q4 2025 Jan 26, 2026
Robertson Stephens Wealth Management, LLC History Added to 75,492 4,863 0.13% 0.03% 282 +55,761 282.61% Q4 2025 Feb 02, 2026
Summit Financial, LLC History Added to 74,580 4,804 0.07% 0.04% 283 +5,678 8.24% Q4 2025 Feb 13, 2026
GK Wealth Management LLC History Added to 74,205 4,780 3.17% 2.2% 284 +3,286 4.63% Q4 2025 Jan 05, 2026
ROI Financial Advisors, LLC History Added to 73,969 4,765 2.74% 1.76% 285 +4,313 6.19% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 73,717 4,748 0.12% 0.03% 286 +49,973 210.47% Q4 2025 Jan 28, 2026
Concurrent Investment Advisors, LLC History Added to 73,656 4,744 0.05% 0.04% 287 +11,794 19.07% Q4 2025 Jan 29, 2026
Broussard Financial Group LLC History New 73,607 4,741 3.84% — 288 +73,607 New Q4 2025 Feb 02, 2026
Aristides Capital LLC History New 73,600 4,741 0.84% — 289 +73,600 New Q4 2025 Feb 26, 2026
Clark Capital Management Group, Inc. History Reduced 72,722 4,684 0.03% 0.04% 290 -93,711 -56.31% Q4 2025 Feb 17, 2026
DCF Advisers, LLC History Reduced 72,500 4,670 1.25% 1.36% 291 -27,500 -27.5% Q4 2025 Feb 11, 2026
CoreCap Advisors, LLC History Reduced 72,478 4,669 0.16% 0.14% 292 -20,626 -22.15% Q4 2025 Jan 13, 2026
MONECO ADVISORS, LLC History Added to 72,322 4,658 0.37% 0.13% 293 +36,882 104.07% Q4 2025 Feb 04, 2026
CIBC Private Wealth Group LLC History Reduced 72,077 4,643 0.01% 0.01% 294 -5,675 -7.3% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Added to 72,028 4,640 0.01% 0.0% 295 +19,189 36.32% Q4 2025 Feb 10, 2026
Benin Management CORP History Added to 71,285 4,592 1.02% 0.66% 296 +5,550 8.44% Q4 2025 Jan 12, 2026
SPROTT INC. History Reduced 70,424 4,536 0.15% 0.22% 297 -76,470 -52.06% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History Added to 70,235 4,524 0.15% 0.09% 298 +840 1.21% Q4 2025 Jan 09, 2026
GFS Advisors, LLC History Added to 70,184 4,521 0.54% 0.25% 299 +23,626 50.75% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Added to 70,137 4,518 0.08% 0.05% 300 +1,102 1.6% Q4 2025 Jan 22, 2026
Quarry LP History New 70,000 4,509 0.71% — 301 +70,000 New Q4 2025 Feb 13, 2026
Plan Group Financial, LLC History Added to 68,751 4,428 1.15% 0.69% 302 +7,839 12.87% Q4 2025 Feb 03, 2026
Wellington Shields Capital Management, LLC History Reduced 68,602 4,419 0.64% 0.45% 303 -700 -1.01% Q4 2025 Feb 09, 2026
Fox Hill Wealth Management History Added to 68,413 4,407 2.05% 1.28% 304 +3,960 6.14% Q4 2025 Feb 12, 2026
Midwest Trust Co History Added to 68,389 4,405 0.05% 0.03% 305 +5,596 8.91% Q4 2025 Feb 04, 2026
PGIM Custom Harvest LLC History Reduced 68,365 4,404 0.07% 0.04% 306 -1,510 -2.16% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 68,207 4,393 0.2% 0.05% 307 +47,800 234.23% Q4 2025 Feb 05, 2026
NATIXIS History Added to 67,957 4,377 0.02% 0.01% 308 +33,222 95.64% Q4 2025 Feb 13, 2026
Barnes Dennig Private Wealth Management LLC History Reduced 67,885 4,373 4.39% 3.38% 309 -6,465 -8.7% Q4 2025 Jan 14, 2026
Members Advisory Group LLC History Reduced 67,751 4,364 1.65% 1.98% 310 -64,674 -48.84% Q4 2025 Jan 27, 2026
Tepp RIA, LLC History New 67,668 4,359 4.31% — 311 +67,668 New Q4 2025 Feb 04, 2026
Federation des caisses Desjardins du Quebec History Added to 66,279 4,269 0.02% 0.01% 312 +1,181 1.81% Q4 2025 Feb 12, 2026
Williams & Novak, LLC History Reduced 65,560 4,223 3.18% 2.24% 313 -3,259 -4.74% Q4 2025 Feb 05, 2026
Cordoba Advisory Partners LLC History New 65,480 4,218 1.04% — 314 +65,480 New Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Added to 65,298 4,206 0.03% 0.01% 315 +18,733 40.23% Q4 2025 Jan 27, 2026
INSPIRE TRUST CO, N.A. History No change 65,000 4,187 0.69% 0.5% 316 0 0.0% Q4 2025 Feb 10, 2026
Jackson Hole Capital Partners, LLC History Reduced 64,669 4,165 0.71% 0.47% 317 -160 -0.25% Q4 2025 Jan 30, 2026
Strategic Blueprint, LLC History Reduced 64,522 4,156 0.24% 0.14% 318 -9,486 -12.82% Q4 2025 Jan 30, 2026
National Wealth Management Group, LLC History Reduced 64,048 4,125 1.43% 1.35% 319 -20,645 -24.38% Q4 2025 Jan 12, 2026
IEQ CAPITAL, LLC History Added to 63,962 4,120 0.01% 0.01% 320 +4,570 7.69% Q4 2025 Feb 13, 2026
Ball & Co Wealth Management Inc. History New 63,626 4,107 2.64% — 321 +63,626 New Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History Added to 63,728 4,105 0.15% 0.06% 322 +29,878 88.27% Q4 2025 Feb 06, 2026
Perigon Wealth Management, LLC History Reduced 63,487 4,089 0.07% 0.06% 323 -871 -1.35% Q4 2025 Jan 16, 2026
Symphony Financial, Ltd. Co. History Added to 59,298 4,085 0.55% 0.29% 324 +1,580 2.74% Q4 2025 Feb 11, 2026
Rossby Financial, LCC History Reduced 63,400 4,084 1.26% 1.41% 325 -37,700 -37.29% Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History No change 63,350 4,081 0.13% 0.1% 326 0 0.0% Q4 2025 Jan 14, 2026
Crescent Grove Advisors, LLC History Added to 62,723 4,040 0.37% 0.12% 327 +31,636 101.77% Q4 2025 Feb 11, 2026
IFC Advisors LLC History Added to 62,379 4,018 0.59% 0.44% 328 +5,781 10.21% Q4 2025 Feb 12, 2026
SAPIENT CAPITAL LLC History Reduced 58,180 4,013 0.06% 0.04% 329 -6,224 -9.66% Q4 2025 Feb 05, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 3,734 4,012 1.94% — 330 +3,734 New Q4 2025 Jan 09, 2026
Blue Trust, Inc. History Added to 61,998 3,993 0.05% 0.03% 331 +2,027 3.38% Q4 2025 Jan 16, 2026
Southeast Asset Advisors, LLC History Added to 61,525 3,963 0.38% 0.28% 332 +610 1.0% Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 61,241 3,945 0.22% 0.12% 333 +15,711 34.51% Q4 2025 Feb 04, 2026
PFG Investments, LLC History Added to 61,184 3,941 0.19% 0.1% 334 +14,683 31.58% Q4 2025 Jan 26, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 54,798 3,923 3.03% 1.92% 335 +5,480 11.11% Q4 2025 Feb 17, 2026
MGB Wealth Management, LLC History Added to 59,167 3,888 1.11% 0.67% 336 +2,996 5.33% Q4 2025 Feb 17, 2026
Ninepoint Partners LP History New 60,299 3,884 0.43% — 337 +60,299 New Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History Added to 60,096 3,871 0.13% 0.11% 338 +2,215 3.83% Q4 2025 Jan 20, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 59,645 3,842 2.81% 1.85% 339 -113 -0.19% Q4 2025 Feb 12, 2026
Capstone Wealth Management Group LLC History Added to 59,579 3,838 2.32% 1.49% 340 +4,390 7.95% Q4 2025 Jan 09, 2026
ASSOCIATED BANC-CORP History Added to 59,521 3,834 0.1% 0.06% 341 +3,040 5.38% Q4 2025 Feb 06, 2026
Pekin Hardy Strauss, Inc. History Added to 59,465 3,830 0.35% 0.23% 342 +5,200 9.58% Q4 2025 Jan 30, 2026
Integrated Advisors Network LLC History Added to 59,451 3,829 0.17% 0.06% 343 +25,181 73.48% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 59,427 3,828 0.02% 0.01% 344 +9,704 19.52% Q4 2025 Feb 03, 2026
Cushing Capital Partners, LLC History Reduced 58,921 3,795 2.81% 2.18% 345 -6,775 -10.31% Q4 2025 Jan 14, 2026
M Holdings Securities, Inc. History New 58,468 3,767 0.27% — 346 +58,468 New Q4 2025 Feb 11, 2026
FineMark National Bank & Trust History Reduced 57,407 3,698 0.12% 0.08% 347 -866 -1.49% Q4 2025 Feb 12, 2026
truNorth Financial Services, Inc. History New 57,112 3,679 3.99% — 348 +57,112 New Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 57,095 3,678 0.12% 0.08% 349 +405 0.71% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 49,426 3,643 0.08% 0.04% 350 +7,975 19.24% Q4 2025 Jan 26, 2026
HARBOUR INVESTMENTS, INC. History Added to 55,423 3,570 0.07% 0.04% 351 +13,213 31.3% Q4 2025 Feb 09, 2026
Well Done, LLC History Added to 55,388 3,568 0.53% 0.38% 352 +2,540 4.81% Q4 2025 Jan 13, 2026
Sound View Wealth Advisors Group, LLC History Reduced 54,405 3,504 0.24% 0.16% 353 -311 -0.57% Q4 2025 Jan 08, 2026
Robinson Value Management, Ltd. History Reduced 54,259 3,495 1.89% 2.06% 354 -29,490 -35.21% Q4 2025 Jan 12, 2026
Global View Capital Management LLC History Added to 54,127 3,486 0.65% 0.45% 355 +4,501 9.07% Q4 2025 Jan 14, 2026
PRIMORIS WEALTH ADVISORS, LLC History Reduced 54,080 3,483 2.08% 1.52% 356 -2,250 -3.99% Q4 2025 Feb 03, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 53,523 3,447 0.0% 0.0% 357 +18,669 53.56% Q4 2025 Feb 17, 2026
Fiduciary Alliance LLC History Added to 52,596 3,388 0.22% 0.15% 358 +681 1.31% Q4 2025 Jan 22, 2026
Centennial Wealth Advisory LLC History Reduced 52,211 3,363 0.89% 0.62% 359 -300 -0.57% Q4 2025 Jan 14, 2026
Caitlin John, LLC History Added to 51,511 3,318 2.17% 1.45% 360 +2,242 4.55% Q4 2025 Feb 18, 2026
Moors & Cabot, Inc. History Added to 51,409 3,311 0.14% 0.09% 361 +4,317 9.17% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Reduced 51,291 3,304 0.01% 0.26% 362 -1,416,217 -96.5% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 50,546 3,256 0.07% 0.05% 363 -3,850 -7.08% Q4 2025 Feb 05, 2026
Cinctive Capital Management LP History Reduced 50,000 3,221 0.17% 0.41% 365 -150,000 -75.0% Q4 2025 Feb 17, 2026
QVR LLC History New 50,000 3,221 0.16% — 364 +50,000 New Q4 2025 Jan 28, 2026
Williams Jones Wealth Management, LLC. History Added to 49,150 3,166 0.04% 0.01% 366 +26,690 118.83% Q4 2025 Feb 13, 2026
Scarborough Advisors, LLC History Added to 48,694 3,136 0.53% 0.35% 367 +2,109 4.53% Q4 2025 Feb 17, 2026
Empire Financial Management Company, LLC History Reduced 48,547 3,127 0.68% 0.48% 368 -892 -1.8% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 48,487 3,123 0.05% 0.04% 369 -2,000 -3.96% Q4 2025 Feb 12, 2026
Private Wealth Advisors, LLC History Reduced 48,419 3,119 1.0% 1.44% 370 -52,322 -51.94% Q4 2025 Feb 06, 2026
HSBC HOLDINGS PLC History New 48,000 3,092 0.0% — 371 +48,000 New Q4 2025 Mar 20, 2026
Wealth Watch Advisors, INC History Added to 48,004 3,092 1.15% 0.56% 372 +16,074 50.34% Q4 2025 Feb 17, 2026
Mezzasalma Advisors, LLC History Reduced 47,152 3,090 0.74% 0.53% 373 -1,445 -2.97% Q4 2025 Jan 21, 2026
NewEdge Wealth, LLC History Added to 52,226 3,062 0.03% 0.03% 374 +9,031 20.91% Q4 2025 Feb 03, 2026
AlphaStar Capital Management, LLC History Added to 47,459 3,057 0.22% 0.11% 375 +16,238 52.01% Q4 2025 Feb 02, 2026
Bulltick Wealth Management, LLC History No change 47,424 3,055 0.65% 0.47% 376 0 0.0% Q4 2025 Feb 17, 2026
WealthCare Investment Partners, LLC History Added to 46,066 3,028 0.88% 0.56% 377 +5,949 14.83% Q4 2025 Jan 06, 2026
Avior Wealth Management, LLC History Reduced 46,254 2,979 0.09% 0.07% 378 -4,868 -9.52% Q4 2025 Jan 06, 2026
One Charles Private Wealth Services, LLC History Reduced 45,617 2,938 0.76% 0.53% 379 -2,093 -4.39% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History Added to 44,979 2,897 0.02% 0.01% 380 +7,969 21.53% Q4 2025 Jan 26, 2026
WEDBUSH SECURITIES INC History Added to 44,695 2,879 0.08% 0.06% 381 +1 0.0% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Reduced 44,238 2,849 0.03% 0.02% 382 -4,674 -9.56% Q4 2025 Feb 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 40,385 2,785 0.19% 0.14% 383 -2,551 -5.94% Q4 2025 Jan 15, 2026
Principia Wealth Advisory, LLC History Reduced 43,199 2,782 1.74% 1.54% 384 -9,616 -18.21% Q4 2025 Feb 10, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 43,059 2,773 0.75% 0.37% 385 +15,131 54.18% Q4 2025 Feb 10, 2026
INVESTMENT PARTNERS, LTD. History No change 42,900 2,763 0.97% 0.64% 386 0 0.0% Q4 2025 Feb 10, 2026
Eaton Financial Holdings Company, LLC History New 42,810 2,757 0.74% — 388 +42,810 New Q4 2025 Feb 09, 2026
Violich Capital Management, Inc. History Added to 42,810 2,757 0.31% 0.19% 387 +5,410 14.47% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 42,642 2,746 0.01% — 389 +42,642 New Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Reduced 42,320 2,726 0.03% 0.02% 390 -7,877 -15.69% Q4 2025 Feb 02, 2026
CSS LLC/IL History Reduced 42,140 2,714 0.12% 0.14% 391 -30,000 -41.59% Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Added to 41,682 2,685 0.02% 0.01% 392 +3,557 9.33% Q4 2025 Feb 11, 2026
Revisor Wealth Management LLC History Added to 35,343 2,682 0.72% 0.29% 393 +16,259 85.2% Q4 2025 Jan 27, 2026
OpenArc Corporate Advisory, LLC History New 41,454 2,670 0.04% — 395 +41,454 New Q4 2025 Feb 13, 2026
Intellus Advisors LLC History Reduced 41,460 2,670 0.35% 0.31% 394 -11,540 -21.77% Q4 2025 Feb 06, 2026
PARK AVENUE SECURITIES LLC History Reduced 41,259 2,658 0.02% 0.02% 396 -7,324 -15.08% Q4 2025 Jan 05, 2026
CHOREO, LLC History Added to 38,576 2,655 0.03% 0.02% 397 +3,350 9.51% Q4 2025 Jan 23, 2026
VestGen Advisors, LLC History Added to 41,007 2,641 0.11% 0.05% 398 +4,727 13.03% Q4 2025 Feb 17, 2026
URS Advisory LLC History New 40,899 2,634 2.19% — 399 +40,899 New Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 40,856 2,631 0.02% 0.01% 400 +5,427 15.32% Q4 2025 Feb 17, 2026
Financial Plan, Inc. History New 40,767 2,626 0.3% — 401 +40,767 New Q4 2025 Jan 28, 2026
M&T BANK CORP History No change 40,671 2,620 0.01% 0.01% 402 0 0.0% Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History Added to 40,563 2,613 0.17% 0.08% 403 +13,703 51.02% Q4 2025 Feb 20, 2026
Essex Financial Services, Inc. History Added to 40,383 2,601 0.15% 0.09% 404 +3,023 8.09% Q4 2025 Feb 10, 2026
Discipline Wealth Solutions, LLC History Added to 40,211 2,590 0.48% 0.44% 405 +1,055 2.69% Q4 2025 Jan 26, 2026
Ausdal Financial Partners, Inc. History Reduced 40,136 2,585 0.12% 0.09% 406 -2,514 -5.89% Q4 2025 Feb 13, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 38,500 2,583 0.02% 0.01% 407 +1,000 2.67% Q4 2025 Feb 03, 2026
NWF Advisory Services Inc. History Reduced 39,783 2,562 0.28% 0.37% 408 -40,553 -50.48% Q4 2025 Mar 03, 2026
E&G Advisors, LP History Reduced 39,706 2,557 0.57% 0.39% 409 -360 -0.9% Q4 2025 Jan 23, 2026
Lido Advisors, LLC History Added to 53,529 2,553 0.01% 0.01% 410 +6,780 14.5% Q4 2025 Feb 10, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Reduced 39,250 2,528 1.14% 0.87% 411 -750 -1.88% Q4 2025 Feb 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 39,064 2,516 0.12% 0.09% 412 -8,241 -17.42% Q4 2025 Jan 21, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 38,928 2,507 0.08% 0.05% 413 +2,049 5.56% Q4 2025 Feb 11, 2026
Clear Creek Financial Management, LLC History Added to 38,900 2,505 0.2% 0.13% 414 +2,343 6.41% Q4 2025 Jan 23, 2026
Main Street Financial Solutions, LLC History Reduced 38,877 2,504 0.19% 0.12% 415 -4,639 -10.66% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 38,812 2,500 0.01% — 416 +38,812 New Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Reduced 38,234 2,463 0.01% 0.01% 417 -7,234 -15.91% Q4 2025 Feb 13, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 38,244 2,463 0.89% 0.64% 418 -1,436 -3.62% Q4 2025 Jan 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 38,195 2,460 0.12% 0.09% 419 +4,499 13.35% Q4 2025 Jan 28, 2026
Coastal Bridge Advisors, LLC History Added to 38,175 2,459 0.18% 0.12% 420 +2,312 6.45% Q4 2025 Feb 18, 2026
Patten Group, Inc. History Added to 37,912 2,442 0.45% 0.31% 421 +501 1.34% Q4 2025 Jan 23, 2026
Prime Capital Investment Advisors, LLC History Added to 37,770 2,433 0.03% 0.02% 422 +9,391 33.09% Q4 2025 Jan 21, 2026
Wealthspire Retirement, LLC History Added to 37,731 2,430 0.15% 0.06% 423 +15,633 70.74% Q4 2025 Feb 18, 2026
Owen LaRue, LLC History New 37,690 2,427 0.92% — 424 +37,690 New Q4 2025 Feb 05, 2026
GUIDANCE CAPITAL, INC History Reduced 27,745 2,417 0.59% 1.93% 425 -140,398 -83.5% Q4 2025 Jan 23, 2026
Shay Capital LLC History Reduced 37,500 2,415 0.25% 5.42% 426 -1,437,500 -97.46% Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 37,185 2,395 0.15% 0.1% 427 +3,460 10.26% Q4 2025 Feb 11, 2026
Confluence Wealth Services, Inc. History Added to 36,646 2,360 0.1% 0.08% 428 +328 0.9% Q4 2025 Jan 28, 2026
Miller Financial Services LLC History Reduced 36,449 2,358 2.77% 2.45% 429 -13,598 -27.17% Q4 2025 Feb 12, 2026
SIMON QUICK ADVISORS, LLC History Added to 36,600 2,357 0.1% 0.01% 430 +31,000 553.57% Q4 2025 Jan 29, 2026
SUMMIT SECURITIES GROUP LLC History New 36,464 2,349 0.31% — 431 +36,464 New Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Reduced 36,262 2,335 0.08% 0.12% 432 -41,796 -53.54% Q4 2025 Jan 12, 2026
CAPITAL ADVISORS INC/OK History Reduced 36,010 2,319 0.04% 0.03% 433 -254 -0.7% Q4 2025 Jan 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 35,088 2,317 0.0% 0.0% 434 +6,248 21.66% Q4 2025 Feb 05, 2026
HOEY INVESTMENTS, INC History Added to 35,699 2,299 0.31% 0.12% 435 +13,845 63.35% Q4 2025 Jan 28, 2026
COMMERCE BANK History Added to 35,521 2,288 0.01% 0.01% 436 +1,520 4.47% Q4 2025 Feb 13, 2026
WESPAC Advisors, LLC History Added to 35,477 2,285 1.24% 0.79% 437 +3,460 10.81% Q4 2025 Jan 14, 2026
Alamea Verwaltungs GmbH History No change 33,460 2,269 1.53% 0.97% 438 0 0.0% Q4 2025 Feb 13, 2026
Greenland Capital Management LP History New 35,000 2,254 0.24% — 439 +35,000 New Q4 2025 Feb 17, 2026
Wilmar Advisors LLC History Reduced 35,000 2,254 1.76% 2.09% 440 -25,000 -41.67% Q4 2025 Feb 13, 2026
Keystone Financial Group History Added to 34,788 2,241 0.17% 0.05% 441 +18,619 115.15% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 34,425 2,217 0.05% 0.04% 442 -2,603 -7.03% Q4 2025 Jan 27, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 34,386 2,215 0.16% — 443 +34,386 New Q4 2025 Feb 17, 2026
Redhawk Wealth Advisors, Inc. History Added to 34,374 2,214 0.25% 0.06% 444 +22,555 190.84% Q4 2025 Jan 14, 2026
WHITTIER TRUST CO History Reduced 29,542 2,177 0.02% 0.01% 445 -503 -1.67% Q4 2025 Jan 26, 2026
PFG Advisors History Reduced 33,662 2,168 0.11% 0.08% 446 -11,547 -25.54% Q4 2025 Jan 27, 2026
Tudor Financial Inc. History New 33,642 2,167 1.11% — 447 +33,642 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 33,541 2,160 0.05% 0.03% 448 +6,219 22.76% Q4 2025 Feb 06, 2026
GM Advisory Group, LLC History Added to 33,258 2,142 0.08% 0.05% 449 +5,228 18.65% Q4 2025 Feb 13, 2026
Verity Asset Management, Inc. History Reduced 33,119 2,133 0.92% 0.59% 450 -9,772 -22.78% Q4 2025 Jan 30, 2026
Intellectus Partners, LLC History Reduced 32,785 2,112 0.41% 0.42% 451 -17,950 -35.38% Q4 2025 Feb 10, 2026
Stokes Family Office, LLC History Added to 32,800 2,112 0.19% 0.12% 452 +2,200 7.19% Q4 2025 Feb 18, 2026
Simmons Bank History Reduced 32,749 2,109 0.14% 0.16% 453 -25,586 -43.86% Q4 2025 Feb 05, 2026
Argent Trust Co History Reduced 32,725 2,108 0.07% 0.06% 454 -6,881 -17.37% Q4 2025 Feb 10, 2026
SilverOak Wealth Management LLC History No change 32,681 2,105 0.33% 0.23% 455 0 0.0% Q4 2025 Jan 28, 2026
RAHLFS CAPITAL, LLC History No change 32,500 2,093 1.63% 1.09% 456 0 0.0% Q4 2025 Feb 05, 2026
Arax Advisory Partners History Added to 32,373 2,085 0.06% 0.02% 457 +3,024 10.3% Q4 2025 Feb 13, 2026
Vanguard Capital Wealth Advisors History Reduced 32,292 2,080 1.66% 2.69% 459 -47,044 -59.3% Q4 2025 Jan 16, 2026
IFG Advisory, LLC History Added to 32,303 2,080 0.09% 0.06% 458 +1,627 5.3% Q4 2025 Feb 10, 2026
Evercore Wealth Management, LLC History Reduced 32,058 2,065 0.03% 0.03% 460 -10,000 -23.78% Q4 2025 Feb 17, 2026
Acorn Wealth Advisors, LLC History Reduced 31,814 2,049 0.61% 0.43% 461 -823 -2.52% Q4 2025 Feb 10, 2026
Valeo Financial Advisors, LLC History Added to 31,655 2,039 0.05% 0.02% 463 +10,038 46.44% Q4 2025 Feb 04, 2026
Regal Investment Advisors LLC History Added to 31,655 2,039 0.12% 0.07% 462 +6,220 24.45% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 25,112 2,034 0.1% 0.02% 464 +18,291 268.16% Q4 2025 Jan 21, 2026
Atria Investments, Inc History Added to 31,233 2,012 0.02% 0.01% 465 +20,692 196.3% Q4 2025 Feb 05, 2026
Linden Thomas Advisory Services, LLC History Added to 31,229 2,011 0.2% 0.13% 466 +1,250 4.17% Q4 2025 Jan 16, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 31,158 2,007 0.23% 0.16% 467 -2,306 -6.89% Q4 2025 Jan 22, 2026
TABLEAUX LLC History New 9,737 2,005 1.42% — 468 +9,737 New Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 31,022 1,998 0.01% 0.0% 469 -969 -3.03% Q4 2025 Jan 30, 2026
COHEN & STEERS, INC. History Added to 31,000 1,997 0.0% 0.0% 470 +21,000 210.0% Q4 2025 Feb 13, 2026
IronBridge Private Wealth, LLC History No change 30,504 1,965 0.62% 0.41% 471 0 0.0% Q4 2025 Feb 23, 2026
Signature Equity Partners, LLC History New 30,275 1,950 1.08% — 472 +30,275 New Q4 2025 Feb 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 30,261 1,949 0.11% 0.07% 473 0 0.0% Q4 2025 Jan 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 30,228 1,947 0.09% 0.06% 474 +10,064 49.91% Q4 2025 Feb 12, 2026
Bath Savings Trust Co History New 30,037 1,934 0.19% — 475 +30,037 New Q4 2025 Jan 12, 2026
Koshinski Asset Management, Inc. History Reduced 30,001 1,932 0.12% 0.11% 476 -9,270 -23.61% Q4 2025 Feb 03, 2026
MEDICI CAPITAL LLC History No change 30,000 1,932 1.55% 0.92% 477 0 0.0% Q4 2025 Feb 17, 2026
Van Hulzen Asset Management, LLC History Added to 29,800 1,919 0.14% 0.09% 478 +607 2.08% Q4 2025 Feb 06, 2026
Neuberger Berman Group LLC History Added to 29,773 1,917 0.0% 0.0% 479 +1,075 3.75% Q4 2025 Feb 13, 2026
Wealth Enhancement Trust Services, Inc. History New 29,710 1,913 0.24% — 480 +29,710 New Q4 2025 Jan 27, 2026
Sicart Associates LLC History Reduced 29,494 1,900 0.5% 0.35% 481 -700 -2.32% Q4 2025 Jan 14, 2026
Professional Financial Advisors, LLC History Reduced 29,431 1,895 0.39% 0.48% 482 -24,691 -45.62% Q4 2025 Jan 15, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 29,395 1,893 0.03% 0.02% 483 -1,191 -3.89% Q4 2025 Feb 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 29,323 1,888 0.05% 0.04% 484 -6,046 -17.09% Q4 2025 Feb 13, 2026
MATAURO, LLC History Reduced 29,246 1,884 0.28% 0.24% 485 -6,032 -17.1% Q4 2025 Jan 16, 2026
BOS Asset Management, LLC History Added to 29,223 1,882 0.5% 0.34% 486 +1,128 4.01% Q4 2025 Jan 09, 2026
HUB Investment Partners, LLC History Reduced 29,171 1,879 0.05% 0.04% 487 -1,540 -5.01% Q4 2025 Feb 17, 2026
Nicholas Hoffman & Company, LLC. History Added to 29,155 1,878 0.04% 0.03% 488 +3,766 14.83% Q4 2025 Feb 02, 2026
Bluesphere Advisors LLC History Added to 29,131 1,876 0.83% 0.18% 489 +20,025 219.91% Q4 2025 Jan 21, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 29,015 1,869 0.11% 0.05% 490 +9,384 47.8% Q4 2025 Jan 20, 2026
BANK OF STOCKTON History No change 28,890 1,861 0.53% 0.35% 491 0 0.0% Q4 2025 Jan 21, 2026
Vestmark Advisory Solutions, Inc. History New 28,734 1,851 0.02% — 492 +28,734 New Q4 2025 Feb 06, 2026
INGALLS & SNYDER LLC History Reduced 28,650 1,846 0.07% 0.04% 493 -150 -0.52% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 28,450 1,832 0.0% 0.0% 494 -5,126 -15.27% Q4 2025 Feb 17, 2026
Zhang Financial LLC History Reduced 28,434 1,831 0.07% 0.05% 495 -1,256 -4.23% Q4 2025 Feb 10, 2026
Bayshore Capital Advisors, LLC History New 28,175 1,815 0.91% — 496 +28,175 New Q4 2025 Feb 05, 2026
THOMIST CAPITAL MANAGEMENT, LP History New 26,100 1,800 0.38% — 497 +26,100 New Q4 2025 Feb 13, 2026
PCG Wealth Advisors, LLC History Added to 27,711 1,785 0.51% 0.21% 498 +10,638 62.31% Q4 2025 Feb 05, 2026
Stenham Asset Management Ltd History Reduced 27,700 1,784 0.89% 0.73% 499 -2,300 -7.67% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Added to 27,604 1,778 0.04% 0.02% 500 +409 1.5% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 27,534 1,773 0.0% 0.0% 501 +9,155 49.81% Q4 2025 Feb 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 27,504 1,771 0.03% 0.01% 502 +2,831 11.47% Q4 2025 Jan 05, 2026
Cypress Wealth Services, LLC History Reduced 27,472 1,769 0.24% 0.2% 503 -1,146 -4.0% Q4 2025 Jan 14, 2026
SIGNATUREFD, LLC History Added to 27,397 1,764 0.03% 0.02% 504 +240 0.88% Q4 2025 Jan 20, 2026
OAK FAMILY ADVISORS, LLC History Reduced 27,263 1,756 0.48% 0.37% 505 -7,284 -21.08% Q4 2025 Feb 03, 2026
Welch Group, LLC History Added to 27,230 1,754 0.07% 0.04% 506 +1,997 7.91% Q4 2025 Jan 26, 2026
Ashton Thomas Private Wealth, LLC History Added to 27,050 1,742 0.04% 0.02% 507 +11,970 79.38% Q4 2025 Jan 29, 2026
Bridgewealth Advisory Group, LLC History Added to 27,021 1,740 0.38% 0.26% 508 +538 2.03% Q4 2025 Feb 04, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 26,846 1,729 0.11% 0.04% 509 +13,496 101.09% Q4 2025 Jan 07, 2026
Texas Yale Capital Corp. History No change 26,750 1,723 0.05% 0.04% 510 0 0.0% Q4 2025 Feb 10, 2026
Rooted Wealth Advisors, Inc. History Reduced 21,711 1,719 0.48% 0.37% 511 -5,873 -21.29% Q4 2025 Feb 09, 2026
N.E.W. Advisory Services LLC History Added to 26,626 1,715 0.13% 0.1% 512 +311 1.18% Q4 2025 Jan 28, 2026
Procyon Advisors, LLC History Added to 26,520 1,708 0.08% 0.05% 513 +7,992 43.13% Q4 2025 Jan 07, 2026
Rathbones Group PLC History Added to 26,415 1,701 0.01% 0.0% 514 +285 1.09% Q4 2025 Feb 06, 2026
Resolute Wealth Strategies, LLC History Reduced 26,283 1,693 0.74% 0.51% 515 -80 -0.3% Q4 2025 Feb 06, 2026
White Knight Strategic Wealth Advisors, LLC History Reduced 26,147 1,684 1.23% 0.92% 516 -1,562 -5.64% Q4 2025 Feb 20, 2026
Hibernia Wealth Partners, LLC History Added to 25,994 1,674 0.5% 0.35% 518 +12,997 100.0% Q4 2025 Feb 12, 2026
Biltmore Family Office, LLC History Added to 26,000 1,674 0.23% 0.15% 517 +1,000 4.0% Q4 2025 Feb 04, 2026
Savant Capital, LLC History Reduced 25,973 1,673 0.01% 0.01% 519 -666 -2.5% Q4 2025 Feb 10, 2026
BlackRock, Inc. History Added to 25,956 1,672 0.0% 0.0% 520 +16,112 163.67% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 25,568 1,647 0.12% 0.1% 521 -3,950 -13.38% Q4 2025 Jan 07, 2026
Envestnet Portfolio Solutions, Inc. History Added to 25,503 1,642 0.01% 0.0% 522 +5,082 24.89% Q4 2025 Feb 06, 2026
Lansing Street Advisors History Reduced 25,435 1,638 0.42% 0.38% 523 -8,481 -25.01% Q4 2025 Jan 26, 2026
Pinnacle Family Advisors, LLC History Added to 25,363 1,633 0.72% 0.22% 524 +13,258 109.52% Q4 2025 Feb 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 25,307 1,630 0.1% 0.06% 525 +3,062 13.76% Q4 2025 Feb 10, 2026
Nalls Sherbakoff Group, LLC History No change 25,168 1,621 1.17% 0.72% 526 0 0.0% Q4 2025 Mar 12, 2026
Columbus Macro, LLC History Reduced 25,161 1,620 0.18% 0.13% 527 -1,771 -6.58% Q4 2025 Jan 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 24,976 1,608 0.56% 0.01% 528 +24,886 27651.11% Q4 2025 Jan 20, 2026
Empowered Funds, LLC History Reduced 24,947 1,607 0.03% 0.03% 529 -40,573 -61.92% Q4 2025 Feb 18, 2026
StoneX Group Inc. History Added to 24,801 1,599 0.07% 0.04% 530 +592 2.45% Q4 2025 Feb 12, 2026
Gradient Capital Advisors, LLC History Reduced 24,713 1,592 0.41% 0.29% 531 -800 -3.14% Q4 2025 Feb 06, 2026
Daiwa Securities Group Inc. History Reduced 24,350 1,569 0.01% 0.01% 532 -11,800 -32.64% Q4 2025 Feb 11, 2026
Sharkey, Howes & Javer History Added to 24,266 1,563 0.2% 0.09% 533 +8,458 53.5% Q4 2025 Jan 13, 2026
SteelPeak Wealth, LLC History Added to 24,230 1,560 0.05% 0.01% 534 +17,422 255.9% Q4 2025 Jan 20, 2026
LJI Wealth Management, LLC History Added to 24,200 1,558 0.24% 0.07% 535 +14,700 154.74% Q4 2025 Feb 03, 2026
Stablepoint Partners, LLC History Reduced 24,055 1,549 0.24% 0.19% 537 -4,270 -15.08% Q4 2025 Jan 13, 2026
CALTON & ASSOCIATES, INC. History Added to 24,050 1,549 0.23% 0.14% 536 +1,700 7.61% Q4 2025 Feb 10, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 24,041 1,548 0.57% 0.23% 538 +5,886 32.42% Q4 2025 Jan 21, 2026
Clear Harbor Asset Management, LLC History Reduced 24,006 1,546 0.1% 0.08% 539 -2,834 -10.56% Q4 2025 Feb 10, 2026
Spire Wealth Management History Added to 23,949 1,542 0.05% 0.02% 540 +11,489 92.21% Q4 2025 Jan 14, 2026
TopTier Wealth Management, LLC History New 23,821 1,534 1.04% — 541 +23,821 New Q4 2025 Feb 12, 2026
MCGUIRE CAPITAL ADVISORS INC History New 23,684 1,525 0.97% — 542 +23,684 New Q4 2025 Feb 19, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 23,625 1,521 0.24% 0.08% 544 +13,650 136.84% Q4 2025 Jan 29, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 23,613 1,521 1.06% 0.57% 543 +5,856 32.98% Q4 2025 Jan 23, 2026
Stratos Wealth Advisors, LLC History Added to 23,599 1,520 0.07% 0.04% 545 +3,164 15.48% Q4 2025 Jan 20, 2026
Dakota Wealth Management History Added to 23,256 1,498 0.03% 0.02% 546 +3,452 17.43% Q4 2025 Jan 13, 2026
Impact Partnership Wealth, LLC History Added to 23,146 1,491 0.19% 0.14% 547 +1,282 5.86% Q4 2025 Feb 10, 2026
FIRST NATIONAL TRUST CO History Added to 23,141 1,490 0.05% 0.03% 548 +2,298 11.03% Q4 2025 Feb 09, 2026
China Universal Asset Management Co., Ltd. History Reduced 23,000 1,481 0.11% 0.62% 549 -154,900 -87.07% Q4 2025 Jan 29, 2026
Broyhill Asset Management, LLC History No change 23,000 1,481 1.3% 0.85% 550 0 0.0% Q4 2025 Feb 13, 2026
FIRST FOUNDATION ADVISORS History Added to 22,855 1,472 0.06% 0.03% 551 +2,684 13.31% Q4 2025 Feb 04, 2026
Herold Advisors, Inc. History Added to 22,865 1,472 0.33% 0.21% 552 +1,185 5.47% Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Added to 22,705 1,462 0.06% 0.03% 553 +6,650 41.42% Q4 2025 Feb 17, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 22,513 1,450 0.09% 0.03% 554 +9,811 77.24% Q4 2025 Feb 10, 2026
Quadcap Wealth Management, LLC History No change 22,302 1,436 0.16% 0.11% 555 0 0.0% Q4 2025 Jan 29, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 22,190 1,429 1.11% — 556 +22,190 New Q4 2025 Mar 05, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 22,175 1,428 0.12% — 557 +22,175 New Q4 2025 Feb 12, 2026
Hyposwiss Advisors SA History New 22,130 1,425 1.4% — 558 +22,130 New Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 22,050 1,420 0.09% 0.06% 559 -282 -1.26% Q4 2025 Feb 06, 2026
BTC Capital Management, Inc. History No change 22,000 1,417 0.1% 0.06% 560 0 0.0% Q4 2025 Jan 15, 2026
Belpointe Asset Management LLC History Reduced 21,975 1,415 0.05% 0.06% 561 -17,785 -44.73% Q4 2025 Jan 27, 2026
RHL GROUP, LLC History New 21,953 1,414 1.14% — 562 +21,953 New Q4 2025 Feb 09, 2026
ARVEST INVESTMENTS, INC. History Reduced 21,916 1,411 0.2% 0.37% 563 -38,822 -63.92% Q4 2025 Jan 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 21,820 1,405 0.03% 0.02% 564 -13 -0.06% Q4 2025 Feb 09, 2026
Gemmer Asset Management LLC History New 21,805 1,404 0.11% — 565 +21,805 New Q4 2025 Jan 23, 2026
Conservest Capital Advisors, Inc. History Reduced 21,380 1,377 0.12% 0.09% 566 -597 -2.72% Q4 2025 Feb 12, 2026
IMG Wealth Management, Inc. History Reduced 21,306 1,372 0.87% 1.56% 567 -33,140 -60.87% Q4 2025 Feb 05, 2026
Advisory Alpha, LLC History Added to 21,296 1,371 0.04% 0.01% 568 +13,105 159.99% Q4 2025 Feb 06, 2026
Realta Investment Advisors History Added to 21,235 1,367 0.45% 0.27% 569 +2,230 11.73% Q4 2025 Jan 20, 2026
WJ Financial Advisors LLC History Reduced 21,203 1,365 1.22% 0.88% 570 -106 -0.5% Q4 2025 Feb 02, 2026
Rosenberg Matthew Hamilton History No change 21,178 1,364 0.28% 0.19% 571 0 0.0% Q4 2025 Jan 05, 2026
Prosperity Consulting Group, LLC History Added to 21,144 1,362 0.06% 0.04% 572 +244 1.17% Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History Reduced 19,176 1,360 0.14% 0.11% 573 -5,069 -20.91% Q4 2025 Jan 12, 2026
First Heartland Consultants, Inc. History Added to 21,084 1,358 0.1% 0.06% 574 +4,243 25.19% Q4 2025 Jan 09, 2026
WINMILL & CO. INC History Reduced 21,070 1,357 0.36% 0.23% 575 -1,250 -5.6% Q4 2025 Feb 13, 2026
Element Wealth, LLC History Added to 21,043 1,355 0.56% 0.09% 576 +16,043 320.86% Q4 2025 Feb 13, 2026
O'ROURKE & COMPANY, Inc History Added to 21,020 1,354 0.53% 0.34% 577 +1,651 8.52% Q4 2025 Jan 28, 2026
Elevation Wealth Management LLC History New 20,850 1,343 1.29% — 578 +20,850 New Q4 2025 Feb 12, 2026
Soltis Investment Advisors LLC History Added to 20,768 1,337 0.09% 0.05% 580 +2,153 11.57% Q4 2025 Apr 02, 2026
FIDUCIARY TRUST CO History Added to 20,759 1,337 0.02% 0.01% 579 +2,000 10.66% Q4 2025 Feb 13, 2026
Advocate Investing Services LLC History New 20,700 1,333 1.19% — 581 +20,700 New Q4 2025 Feb 12, 2026
Financial Sense Advisors, Inc. History Reduced 20,669 1,331 0.24% 0.86% 582 -98,649 -82.68% Q4 2025 Feb 13, 2026
Wagner Wealth Management, Corp History New 20,675 1,331 1.31% — 583 +20,675 New Q4 2025 Feb 12, 2026
CACTI ASSET MANAGEMENT LLC History Reduced 20,000 1,320 0.08% 0.19% 584 -50,200 -71.51% Q4 2025 Jan 02, 2026
VICTORY FINANCIAL GROUP, LLC History New 20,340 1,310 0.16% — 585 +20,340 New Q4 2025 Jan 15, 2026
T3 Companies, LLC History New 174,651 1,309 1.63% — 587 +174,651 New Q4 2025 Feb 11, 2026
Bison Wealth, LLC History New 76,283 1,309 0.15% — 586 +76,283 New Q4 2025 Mar 24, 2026
Jaffetilchin Investment Partners, LLC History Reduced 20,305 1,308 0.08% 0.05% 588 -798 -3.78% Q4 2025 Jan 15, 2026
Founders Financial Alliance, LLC History Reduced 20,245 1,304 0.25% 0.19% 589 -2,976 -12.82% Q4 2025 Feb 12, 2026
Callan Family Office, LLC History New 20,235 1,303 0.03% — 591 +20,235 New Q4 2025 Feb 12, 2026
London & Capital Asset Management Ltd History Added to 20,230 1,303 0.01% 0.05% 590 +3,800 23.13% Q4 2025 Feb 17, 2026
Piedmont Capital Management, LLC History Reduced 20,120 1,296 0.66% 0.48% 592 -1,161 -5.46% Q4 2025 Feb 13, 2026
TORNO CAPITAL, LLC History New 20,000 1,288 0.29% — 593 +20,000 New Q4 2025 Feb 17, 2026
Capital Investment Advisors, LLC History Added to 19,882 1,280 0.02% 0.01% 594 +420 2.16% Q4 2025 Jan 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 19,629 1,264 0.05% 0.02% 595 +8,757 80.55% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Reduced 19,623 1,264 0.04% 0.03% 596 -605 -2.99% Q4 2025 Feb 06, 2026
PINNACLE ASSOCIATES LTD History Added to 19,564 1,260 0.02% 0.01% 597 +9,893 102.3% Q4 2025 Feb 05, 2026
Alpha Cubed Investments, LLC History Added to 19,539 1,258 0.04% 0.03% 598 +1,710 9.59% Q4 2025 Feb 03, 2026
Ethos Financial Group, LLC History Added to 19,363 1,247 0.09% 0.04% 600 +7,114 58.08% Q4 2025 Jan 20, 2026
Betterment LLC History Added to 19,357 1,247 0.0% 0.0% 599 +5,992 44.83% Q4 2025 Feb 12, 2026
STAPP WEALTH MANAGEMENT, PLLC History No change 19,320 1,244 1.6% 1.1% 601 0 0.0% Q4 2025 Jan 21, 2026
WealthTrust Asset Management, LLC History Reduced 19,182 1,235 0.86% 0.59% 602 -978 -4.85% Q4 2025 Feb 04, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 19,033 1,226 0.17% 0.13% 603 +197 1.05% Q4 2025 Jan 12, 2026
Oakworth Capital, Inc. History Added to 19,000 1,223 0.07% 0.04% 605 +4,000 26.67% Q4 2025 Jan 30, 2026
L. Roy Papp & Associates, LLP History No change 19,000 1,223 0.14% 0.09% 604 0 0.0% Q4 2025 Jan 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 18,847 1,214 0.01% 0.0% 606 +8,534 82.75% Q4 2025 Feb 12, 2026
Hudock, Inc. History No change 18,838 1,213 0.18% 0.12% 607 0 0.0% Q4 2025 Feb 12, 2026
Fifth Third Wealth Advisors LLC History Added to 18,707 1,205 0.04% 0.03% 608 +1,065 6.04% Q4 2025 Jan 15, 2026
DDFG, Inc History Reduced 18,635 1,200 0.26% 0.2% 609 -1,850 -9.03% Q4 2025 Jan 08, 2026
MCF Advisors LLC History Added to 18,560 1,195 0.07% 0.0% 610 +18,405 11874.19% Q4 2025 Feb 11, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Reduced 18,495 1,191 0.26% 0.18% 611 -1,011 -5.18% Q4 2025 Jan 26, 2026
Human Investing LLC History Added to 18,355 1,182 0.17% 0.07% 613 +7,719 72.57% Q4 2025 Jan 27, 2026
Bienville Capital Management, LLC History Reduced 18,362 1,182 0.19% 0.16% 612 -2,000 -9.82% Q4 2025 Feb 17, 2026
Arkos Global Advisors History Reduced 18,199 1,172 0.15% 0.47% 614 -68,336 -78.97% Q4 2025 Feb 13, 2026
WEALTH EFFECTS LLC History Added to 18,179 1,171 0.37% 0.2% 615 +3,144 20.91% Q4 2025 Jan 26, 2026
Providence First Trust Co History New 18,080 1,164 0.4% — 616 +18,080 New Q4 2025 Feb 03, 2026
Wealth Quarterback LLC History Added to 18,065 1,163 0.42% 0.26% 617 +2,057 12.85% Q4 2025 Jan 15, 2026
Foguth Wealth Management, LLC. History New 17,658 1,161 0.18% — 618 +17,658 New Q4 2025 Jan 05, 2026
Journey Advisory Group, LLC History Reduced 17,994 1,159 0.1% 0.07% 619 -5,490 -23.38% Q4 2025 Jan 27, 2026
AlphaCore Capital LLC History Added to 17,955 1,156 0.03% 0.01% 620 +11,500 178.16% Q4 2025 Feb 05, 2026
Kera Capital Partners, Inc. History New 15,274 1,152 0.14% — 621 +15,274 New Q4 2025 Feb 23, 2026
Wealth Management Associates, Inc. History No change 17,886 1,152 0.4% 0.27% 622 0 0.0% Q4 2025 Jan 20, 2026
MUIRFIELD WEALTH ADVISORS LLC History New 17,706 1,140 0.84% — 625 +17,706 New Q4 2025 Feb 06, 2026
AEGIS FINANCIAL CORP History Reduced 17,698 1,140 0.27% 0.57% 623 -17,685 -49.98% Q4 2025 Feb 12, 2026
Silverleafe Capital Partners, LLC History Added to 17,711 1,140 0.34% 0.15% 624 +6,188 53.7% Q4 2025 Jan 12, 2026
ZACKS INVESTMENT MANAGEMENT History New 17,630 1,135 0.01% — 626 +17,630 New Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 17,634 1,135 0.01% 0.0% 627 +5,406 44.21% Q4 2025 Feb 17, 2026
Values First Advisors, Inc. History New 17,606 1,134 0.59% — 629 +17,606 New Q4 2025 Jan 30, 2026
New England Professional Planning Group Inc. History Added to 17,613 1,134 0.48% — 628 +7,609 76.06% Q4 2025 Jan 14, 2026
Swisher Financial Concepts, Inc. History Added to 17,583 1,132 0.64% 0.44% 630 +378 2.2% Q4 2025 Feb 10, 2026
Cadence Bank History New 17,336 1,116 0.07% — 631 +17,336 New Q4 2025 Jan 30, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 17,091 1,101 0.17% 0.22% 632 -11,977 -41.2% Q4 2025 Jan 22, 2026
Curran Financial Partners, LLC History Reduced 17,102 1,101 0.21% 0.15% 633 -876 -4.87% Q4 2025 Jan 22, 2026
Granite Harbor Advisors, Inc. History New 17,087 1,100 0.46% — 634 +17,087 New Q4 2025 Jan 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 17,074 1,099 0.08% 0.04% 635 +1,363 8.68% Q4 2025 Feb 03, 2026
Clear Street Group Inc. History Reduced 16,979 1,093 0.0% 0.01% 636 -19,576 -53.55% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 16,958 1,092 0.0% — 637 +16,958 New Q4 2025 Feb 13, 2026
Aprio Wealth Management, LLC History Added to 16,954 1,092 0.06% 0.06% 638 +2,007 13.43% Q4 2025 Jan 29, 2026
SCS Capital Management LLC History Added to 16,949 1,091 0.01% 0.01% 639 +1,406 9.05% Q4 2025 Feb 10, 2026
Insight Advisors, LLC/ PA History Reduced 16,936 1,091 0.17% 0.12% 640 -895 -5.02% Q4 2025 Feb 11, 2026
Rehmann Capital Advisory Group History Reduced 16,916 1,089 0.06% 0.04% 641 -512 -2.94% Q4 2025 Mar 04, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 16,760 1,079 0.0% 0.0% 642 0 0.0% Q4 2025 Feb 11, 2026
Clarus Group, Inc. History No change 16,750 1,079 0.39% 0.25% 643 0 0.0% Q4 2025 Jan 16, 2026
Simplicity Wealth,LLC History Added to 16,710 1,076 0.06% 0.03% 644 +3,985 31.32% Q4 2025 Jan 30, 2026
Hamilton Wealth, LLC History Reduced 16,689 1,075 0.2% 0.33% 646 -20,634 -55.28% Q4 2025 Feb 19, 2026
Valmark Advisers, Inc. History Added to 16,693 1,075 0.01% 0.01% 645 +3,423 25.8% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Added to 16,651 1,072 0.06% 0.04% 647 +958 6.1% Q4 2025 Feb 17, 2026
Redwood Wealth Management Group, LLC History No change 16,650 1,072 0.45% 0.3% 648 0 0.0% Q4 2025 Feb 03, 2026
Continuum Advisory, LLC History Added to 16,597 1,069 0.11% 0.06% 649 +4,230 34.2% Q4 2025 Feb 11, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 10,200 1,068 0.17% 0.05% 650 +4,000 64.52% Q4 2025 Jan 26, 2026
FLC Capital Advisors History No change 16,500 1,062 0.2% 0.14% 651 0 0.0% Q4 2025 Feb 11, 2026
Sharp Wealth Advisory, LLC History No change 16,450 1,059 0.53% 0.38% 652 0 0.0% Q4 2025 Jan 16, 2026
Csenge Advisory Group History Reduced 16,402 1,056 0.05% 0.05% 653 -7,631 -31.75% Q4 2025 Feb 06, 2026
Premier Financial Group History Reduced 16,296 1,056 0.28% 0.22% 654 -3,145 -16.18% Q4 2025 Feb 09, 2026
Spectrum Wealth Advisory Group, LLC History Added to 16,372 1,054 0.39% 0.23% 655 +3,029 22.7% Q4 2025 Feb 11, 2026
J. Goldman & Co LP History Added to 16,334 1,052 0.03% 0.01% 656 +8,334 104.18% Q4 2025 Feb 17, 2026
Montis Financial, LLC History Reduced 16,208 1,044 0.21% 0.16% 657 -1 -0.01% Q4 2025 Feb 11, 2026
Man Group plc History Reduced 16,186 1,042 0.0% 0.01% 658 -61,616 -79.2% Q4 2025 Feb 17, 2026
United Financial Planning Group LLC History Added to 16,147 1,040 0.63% 0.4% 659 +1,174 7.84% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History Added to 12,829 1,039 0.03% 0.02% 660 +1,876 17.13% Q4 2025 Jan 23, 2026
Paller Financial Services Inc History New 16,082 1,036 0.83% — 661 +16,082 New Q4 2025 Jan 15, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 16,000 1,030 0.01% — 662 +16,000 New Q4 2025 Feb 11, 2026
HBW ADVISORY SERVICES LLC History Reduced 15,977 1,029 0.11% 0.14% 664 -14,143 -46.96% Q4 2025 Jan 23, 2026
Mirador Capital Partners LP History Added to 15,977 1,029 0.14% 0.09% 663 +977 6.51% Q4 2025 Jan 14, 2026
Beaumont Financial Advisors, LLC History Reduced 15,962 1,028 0.07% 0.08% 665 -14,010 -46.74% Q4 2025 Jan 16, 2026
CITY HOLDING CO History Reduced 15,945 1,027 0.13% 0.09% 666 -1,055 -6.21% Q4 2025 Jan 22, 2026
Chicago Partners Investment Group LLC History New 15,689 1,020 0.03% — 668 +15,689 New Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 15,845 1,020 0.01% 0.0% 667 +3,128 24.6% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 15,793 1,017 0.06% 0.03% 669 +4,331 37.79% Q4 2025 Feb 10, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 15,800 1,017 0.1% 0.07% 670 0 0.0% Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 15,738 1,013 0.02% — 671 +15,738 New Q4 2025 Feb 17, 2026
Golden State Equity Partners History New 15,721 1,012 0.16% — 672 +15,721 New Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History Added to 15,631 1,006 0.05% 0.01% 673 +9,692 163.19% Q4 2025 Jan 20, 2026
Sovereign Financial Group, Inc. History Reduced 15,623 1,006 0.17% 0.14% 674 -1,466 -8.58% Q4 2025 Jan 07, 2026
TRUST CO OF VERMONT History Added to 15,552 1,001 0.04% 0.03% 675 +936 6.4% Q4 2025 Jan 16, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 15,523 999 0.02% 0.01% 676 -37 -0.24% Q4 2025 Feb 05, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 15,505 998 0.07% 0.05% 677 +860 5.87% Q4 2025 Jan 12, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History New 15,447 995 0.6% — 678 +15,447 New Q4 2025 Feb 11, 2026
SFG Wealth Management, LLC. History Added to 15,422 993 0.39% 0.15% 679 +7,497 94.6% Q4 2025 Feb 03, 2026
Aptus Capital Advisors, LLC History Added to 15,382 990 0.01% 0.0% 680 +2,211 16.79% Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History Added to 15,342 988 0.03% 0.04% 681 +1,699 12.45% Q4 2025 Feb 10, 2026
Retirement Planning Group, LLC History Added to 15,317 986 0.03% 0.02% 682 +619 4.21% Q4 2025 Feb 03, 2026
Signal Advisors Wealth, LLC History Added to 15,117 973 0.08% 0.03% 683 +7,427 96.58% Q4 2025 Jan 13, 2026
SkyView Investment Advisors, LLC History Reduced 15,000 966 0.12% 0.16% 684 -15,000 -50.0% Q4 2025 Feb 18, 2026
Farringdon Capital, Ltd. History New 14,964 963 0.24% — 685 +14,964 New Q4 2025 Feb 17, 2026
Total Clarity Wealth Management, Inc. History Added to 14,933 961 0.23% 0.16% 687 +1,121 8.12% Q4 2025 Feb 02, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 14,927 961 0.02% 0.01% 686 +1,078 7.78% Q4 2025 Feb 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 14,904 960 0.02% 0.02% 688 -4,045 -21.35% Q4 2025 Feb 06, 2026
Modern Wealth Management, LLC History Added to 14,780 952 0.02% 0.01% 689 +1,801 13.88% Q4 2025 Feb 17, 2026
Synergy Asset Management, LLC History Reduced 14,772 951 0.1% 0.08% 691 -45,653 -75.55% Q4 2025 Jan 13, 2026
Wealthspire Advisors, LLC History Added to 14,772 951 0.01% 0.0% 690 +1,429 10.71% Q4 2025 Feb 13, 2026
Taylor & Morgan Wealth Management, LLC History New 14,761 950 0.53% — 692 +14,761 New Q4 2025 Jan 16, 2026
Pathfinder Wealth Consulting, Inc. History New 14,715 947 0.6% — 693 +14,715 New Q4 2025 Feb 09, 2026
LaSalle St. Investment Advisors, LLC History Added to 14,659 944 0.15% 0.04% 694 +9,517 185.08% Q4 2025 Feb 17, 2026
Grandview Asset Management LLC History Added to 14,646 943 0.26% 0.16% 695 +919 6.69% Q4 2025 Jan 26, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 14,521 935 0.07% 0.02% 696 +8,650 147.33% Q4 2025 Feb 09, 2026
ISTHMUS PARTNERS, LLC History Reduced 14,505 934 0.1% 0.14% 697 -165 -1.12% Q4 2025 Feb 05, 2026
Bogart Wealth, LLC History Added to 14,455 931 0.04% 0.02% 698 +2,755 23.55% Q4 2025 Jan 30, 2026
CIBC WORLD MARKETS CORP History New 14,400 927 0.0% — 699 +14,400 New Q4 2025 Feb 12, 2026
Quadrant Private Wealth Management, LLC History Added to 14,395 927 0.15% 0.06% 701 +6,061 72.73% Q4 2025 Jan 26, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 14,405 927 0.06% 0.05% 700 -3,246 -18.39% Q4 2025 Jan 26, 2026
OPTIMA CAPITAL LLC History Reduced 14,363 925 0.4% 0.41% 702 -5,678 -28.33% Q4 2025 Jan 23, 2026
Laidlaw Wealth Management LLC History Reduced 14,263 918 2.84% 2.05% 703 -6,039 -29.75% Q4 2025 Feb 17, 2026
Ignite Planners, LLC History Reduced 11,927 899 0.14% 0.11% 704 -3,970 -24.97% Q4 2025 Feb 06, 2026
CARDIFF PARK ADVISORS, LLC History Added to 13,925 897 0.07% 0.04% 705 +713 5.4% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 13,919 896 0.02% 0.01% 706 +56 0.4% Q4 2025 Feb 03, 2026
CX Institutional History Added to 13,880 894 0.03% 0.01% 707 +2,672 23.84% Q4 2025 Feb 02, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 11,571 893 0.06% 0.03% 708 +2,010 21.02% Q4 2025 Feb 13, 2026
Copia Wealth Management History Added to 13,841 891 0.64% 0.4% 709 +1,238 9.82% Q4 2025 Feb 06, 2026
FOCUSED ALPHA, LLC History New 13,694 882 0.26% — 710 +13,694 New Q4 2025 Feb 13, 2026
Indiana Trust & Investment Management Co History No change 13,670 880 0.26% 0.18% 711 0 0.0% Q4 2025 Jan 21, 2026
Maridea Wealth Management LLC History Added to 13,642 878 0.13% 0.1% 712 +798 6.21% Q4 2025 Jan 08, 2026
FIRST TRUST ADVISORS LP History Added to 13,515 870 0.0% 0.0% 713 +15 0.11% Q4 2025 Feb 13, 2026
Portfolio Strategies, Inc. History Reduced 13,489 868 0.1% 0.07% 714 -381 -2.75% Q4 2025 Jan 27, 2026
Worth Asset Management, LLC History Added to 13,467 867 0.37% 0.26% 715 +20 0.15% Q4 2025 Jan 14, 2026
Advance Capital Management, Inc. History Added to 13,434 865 0.04% 0.02% 716 +320 2.44% Q4 2025 Jan 06, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 13,259 854 0.14% — 717 +13,259 New Q4 2025 Feb 18, 2026
Comprehensive Financial Planning, Inc./PA History Added to 13,263 854 0.56% 0.37% 718 +553 4.35% Q4 2025 Feb 11, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 13,229 852 0.24% 0.06% 719 +7,671 138.02% Q4 2025 Jan 13, 2026
Capital Wealth Planning, LLC History Reduced 13,125 845 0.01% 0.04% 721 -104,112 -88.8% Q4 2025 Feb 11, 2026
UHLMANN PRICE SECURITIES, LLC History Reduced 13,121 845 0.5% 0.35% 720 -347 -2.58% Q4 2025 Jan 12, 2026
BCS Private Wealth Management, Inc. History Reduced 13,065 841 0.29% 0.53% 722 -21,910 -62.64% Q4 2025 Jan 26, 2026
Aspen Investment Management Inc History Added to 13,034 840 0.25% 0.16% 723 +3,315 34.11% Q4 2025 Feb 06, 2026
DURANTE & WATERS, LLC History Added to 13,040 840 0.59% 0.4% 724 +40 0.31% Q4 2025 Jan 30, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 13,018 838 0.02% 0.01% 725 +3 0.02% Q4 2025 Jan 23, 2026
Gen-Wealth Partners Inc History No change 13,013 838 0.27% 0.19% 726 0 0.0% Q4 2025 Feb 13, 2026
KEYNOTE FINANCIAL SERVICES LLC History Added to 12,965 835 0.47% 0.32% 727 +315 2.49% Q4 2025 Feb 13, 2026
S.A. Mason LLC History Reduced 12,955 834 0.33% 0.25% 728 -295 -2.23% Q4 2025 Jan 29, 2026
VestGen Investment Management History Reduced 12,930 832 0.46% 0.35% 729 -864 -6.26% Q4 2025 Feb 18, 2026
PRIVATE TRUST CO NA History Added to 12,838 827 0.07% 0.04% 730 +1,741 15.69% Q4 2025 Jan 26, 2026
Measured Wealth Private Client Group, LLC History Added to 12,766 822 0.22% 0.07% 731 +6,274 96.64% Q4 2025 Feb 10, 2026
BAILARD, INC. History No change 12,671 816 0.02% 0.01% 732 0 0.0% Q4 2025 Feb 04, 2026
INTEGRITY WEALTH ADVISORS, INC. History Added to 12,600 811 0.55% 0.13% 733 +2,600 26.0% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History New 12,585 810 0.02% — 734 +12,585 New Q4 2025 Feb 11, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 12,525 806 0.17% 0.12% 735 -165 -1.3% Q4 2025 Jan 29, 2026
Gruss & Co., LLC History New 12,500 805 1.77% — 736 +12,500 New Q4 2025 Feb 10, 2026
Hedges Asset Management LLC History No change 12,500 805 0.57% 0.41% 737 0 0.0% Q4 2025 Jan 27, 2026
Freestone Capital Holdings, LLC History Added to 12,482 804 0.02% 0.02% 738 +451 3.75% Q4 2025 Jan 23, 2026
WESBANCO BANK INC History Added to 12,421 800 0.02% 0.01% 739 +152 1.24% Q4 2025 Feb 03, 2026
Rare Wolf Capital LLC History New 12,401 798 0.5% — 740 +12,401 New Q4 2025 Feb 19, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 12,286 791 0.08% 0.05% 741 0 0.0% Q4 2025 Feb 12, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 12,230 787 0.07% 0.05% 742 0 0.0% Q4 2025 Feb 06, 2026
Avantax Planning Partners, Inc. History Added to 12,155 783 0.02% 0.01% 743 +538 4.63% Q4 2025 Feb 05, 2026
Berger Financial Group, Inc History Reduced 12,149 782 0.05% 0.05% 744 -7,175 -37.13% Q4 2025 Jan 27, 2026
Ironsides Asset Advisors, LLC History Reduced 12,100 779 0.2% 0.15% 745 -1,200 -9.02% Q4 2025 Feb 12, 2026
Perfromance Wealth Partners, LLC History Added to 12,097 779 0.02% 0.01% 746 +17 0.14% Q4 2025 Jan 21, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 12,080 778 0.05% 0.01% 749 +9,830 436.89% Q4 2025 Jan 08, 2026
Stratos Investment Management, LLC History Reduced 12,092 778 0.03% 0.02% 747 -1,522 -11.18% Q4 2025 Jan 20, 2026
Brown Miller Wealth Management, LLC History No change 12,086 778 0.21% 0.15% 748 0 0.0% Q4 2025 Jan 23, 2026
MidFirst Bank History New 12,000 773 0.06% — 750 +12,000 New Q4 2025 Feb 25, 2026
McMillan Office, Inc. History New 12,000 773 0.09% — 751 +12,000 New Q4 2025 Feb 12, 2026
Cavalier Investments, LLC History No change 11,846 763 0.04% 0.04% 752 0 0.0% Q4 2025 Feb 13, 2026
Royal Fund Management, LLC History New 11,824 761 0.07% — 755 +11,824 New Q4 2025 Jan 15, 2026
Apeiron RIA LLC History Added to 10,508 761 0.15% 0.05% 754 +5,924 129.23% Q4 2025 Feb 03, 2026
Krilogy Financial LLC History Added to 7,741 761 0.03% 0.01% 753 +887 12.94% Q4 2025 Jan 27, 2026
PALLADIEM, LLC History New 10,975 757 0.72% — 756 +10,975 New Q4 2025 Feb 11, 2026
Westmount Partners, LLC History Reduced 11,764 757 0.19% 0.14% 757 -796 -6.34% Q4 2025 Jan 15, 2026
LEIGH BALDWIN & CO., LLC History Added to 11,690 753 0.49% 0.27% 758 +500 4.47% Q4 2025 Feb 12, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 11,634 749 0.11% 0.1% 759 -3,550 -23.38% Q4 2025 Feb 09, 2026
Madison Wealth Partners, Inc History No change 11,638 749 0.14% 0.1% 760 0 0.0% Q4 2025 Feb 10, 2026
Vantage Financial Partners, LLC History Added to 11,604 747 0.15% 0.1% 761 +56 0.48% Q4 2025 Feb 03, 2026
DAGCO, INC. History Added to 11,580 745 0.17% 0.11% 762 +975 9.19% Q4 2025 Jan 08, 2026
Benson Wealth Management INC History New 11,382 733 0.82% — 763 +11,382 New Q4 2025 Feb 12, 2026
Crumly & Associates Inc. History Added to 11,377 732 0.15% 0.08% 764 +2,765 32.11% Q4 2025 Jan 14, 2026
Harfst & Associates, Inc. History Added to 11,331 729 0.13% 0.07% 765 +1,791 18.77% Q4 2025 Feb 10, 2026
Alternative Investment Advisors, LLC. History New 11,237 723 0.31% — 766 +11,237 New Q4 2025 Feb 24, 2026
XML Financial, LLC History New 11,173 719 0.06% — 768 +11,173 New Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History New 11,164 719 0.0% — 767 +11,164 New Q4 2025 Feb 10, 2026
Hunter Perkins Capital Management, LLC History No change 11,163 719 0.17% 0.1% 769 0 0.0% Q4 2025 Jan 14, 2026
DOLIVER ADVISORS, LP History Reduced 11,153 718 0.18% 0.19% 770 -5,980 -34.9% Q4 2025 Jan 06, 2026
Curated Wealth Partners LLC History New 11,105 715 0.08% — 771 +11,105 New Q4 2025 Jan 12, 2026
Finer Wealth Management, Inc. History New 11,001 708 0.34% — 772 +11,001 New Q4 2025 Jan 21, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 10,985 707 0.04% 0.03% 773 +1,143 11.61% Q4 2025 Feb 17, 2026
WEALTH ALLIANCE, LLC History New 10,946 705 0.07% — 774 +10,946 New Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Reduced 10,934 704 0.04% 0.05% 775 -7,558 -40.87% Q4 2025 Jan 29, 2026
Glen Eagle Advisors, LLC History Added to 10,924 703 0.1% 0.06% 776 +121 1.12% Q4 2025 Feb 13, 2026
Net Worth Advisory Group History Added to 10,904 702 0.14% 0.07% 777 +4,787 78.26% Q4 2025 Jan 14, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 10,889 701 0.16% 0.08% 778 +3,152 40.74% Q4 2025 Jan 28, 2026
WealthShield Partners, LLC History Reduced 10,842 698 0.08% 0.08% 779 -6,802 -38.55% Q4 2025 Feb 03, 2026
Avidian Wealth Enterprises, LLC History Added to 10,824 697 0.03% 0.02% 780 +1,296 13.6% Q4 2025 Feb 02, 2026
JNBA Financial Advisors History Added to 10,737 691 0.06% 0.04% 781 +132 1.24% Q4 2025 Jan 26, 2026
Noble Wealth Management PBC History Added to 10,720 690 0.35% 0.21% 782 +1,386 14.85% Q4 2025 Jan 05, 2026
Aviance Capital Partners, LLC History Reduced 10,688 688 0.08% 0.15% 783 -18,500 -63.38% Q4 2025 Feb 06, 2026
BLB&B Advisors, LLC History Reduced 10,664 686 0.03% 0.02% 784 -1,980 -15.66% Q4 2025 Jan 26, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 10,656 686 0.09% 0.07% 785 -524 -4.69% Q4 2025 Jan 21, 2026
Global Assets Advisory, LLC History Added to 10,605 683 0.2% 0.09% 786 +3,716 53.94% Q4 2025 Feb 09, 2026
Curi Capital, LLC History New 10,589 682 0.01% — 787 +10,589 New Q4 2025 Feb 17, 2026
Segment Wealth Management, LLC History No change 10,600 682 0.04% 0.03% 788 0 0.0% Q4 2025 Jan 29, 2026
Silver Grove Financial Group, Inc. History No change 11,031 682 0.59% 0.44% 789 0 0.0% Q4 2025 Feb 17, 2026
Walleye Capital LLC History New 10,575 681 0.0% — 791 +10,575 New Q4 2025 Feb 13, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 10,584 681 0.35% 0.41% 790 -6,715 -38.82% Q4 2025 Feb 10, 2026
Truepoint, Inc. History New 10,544 679 0.02% — 792 +10,544 New Q4 2025 Feb 11, 2026
Good Steward Wealth Advisors,LLC History Reduced 10,491 675 0.45% 1.33% 793 -34,880 -76.88% Q4 2025 Jan 22, 2026
Quantinno Capital Management LP History Added to 10,467 674 0.0% 0.0% 794 +2,380 29.43% Q4 2025 Feb 17, 2026
Activest Wealth Management History No change 10,443 672 0.13% 0.09% 795 0 0.0% Q4 2025 Jan 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 10,424 671 0.02% 0.01% 796 +4,414 73.44% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 10,431 671 0.07% 0.05% 797 0 0.0% Q4 2025 Feb 13, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 10,298 663 0.13% 0.07% 799 +1,915 22.84% Q4 2025 Jan 28, 2026
AMJ Financial Wealth Management History Added to 10,302 663 0.16% 0.09% 798 +1,494 16.96% Q4 2025 Feb 05, 2026
Integrity Financial Corp /WA History Added to 10,288 662 0.34% 0.16% 800 +2,571 33.32% Q4 2025 Feb 13, 2026