SPDR S&P 500 ETF TRUST - SPY

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.
Showing first 800 of 4,784 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JANE STREET GROUP, LLC History Reduced 140,570,192 95,857,625 14.48% 14.95% 1 -6,854,236 -4.65% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 113,432,947 77,352,195 8.91% 9.58% 2 -12,336,237 -9.81% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 107,160,576 73,074,939 17.54% 20.7% 3 -36,181,611 -25.24% Q4 2025 Feb 13, 2026
CTC LLC History Reduced 1,069,987 64,788,340 31.62% 35.26% 4 -1,316,728 -55.17% Q4 2025 Feb 18, 2026
CITADEL ADVISORS LLC History Reduced 57,907,948 39,488,587 5.93% 7.08% 5 -11,926,466 -17.08% Q4 2025 Feb 17, 2026
Belvedere Trading LLC History Reduced 46,114,154 31,446,163 33.77% 45.55% 6 -13,266,803 -22.34% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 44,560,422 30,386,644 1.91% 1.98% 7 -5,092,100 -10.26% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 41,772,954 28,485,812 3.49% 4.82% 8 -17,338,524 -29.33% Q4 2025 Mar 25, 2026
BlackRock, Inc. History Reduced 31,945,835 21,784,504 0.37% 0.49% 9 -10,428,766 -24.61% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 30,803,699 21,005,658 1.53% 3.08% 10 -37,282,279 -54.76% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 29,324,506 19,996,969 1.19% 1.64% 11 -11,330,026 -27.87% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 28,831,116 19,660,514 3.58% 2.08% 12 +12,402,131 75.49% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 25,597,704 17,455,584 2.84% 13 +25,597,704 New Q4 2025 Feb 17, 2026
ALKEON CAPITAL MANAGEMENT LLC History Reduced 22,331,500 15,228,296 24.12% 23.43% 14 -1,568,500 -6.56% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 20,856,080 14,222,178 27.84% 32.26% 15 -5,160,622 -19.84% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 18,097,399 12,340,978 2.0% 4.22% 16 -22,387,334 -55.3% Q4 2025 Jan 29, 2026
Parallax Volatility Advisers, L.P. History Reduced 15,882,873 10,830,848 21.36% 36.25% 17 -19,995,327 -55.73% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 13,797,929 9,409,083 1.2% 1.18% 18 -36,159 -0.26% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 13,470,562 9,185,845 3.18% 4.06% 19 -2,426,424 -15.26% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 13,504,732 9,167,287 27.41% 26.87% 20 +633,242 4.92% Q4 2025 Feb 10, 2026
CITIGROUP INC History Added to 10,811,744 7,372,744 3.25% 1.78% 21 +4,811,777 80.2% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 10,364,761 7,067,938 1.93% 1.96% 22 +284,013 2.82% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History Reduced 7,154,420 4,878,854 15.4% 20.63% 23 -1,270,224 -15.08% Q4 2025 Feb 12, 2026
CARRONADE CAPITAL MANAGEMENT, LP History Added to 7,125,000 4,858,680 66.44% 72.35% 24 +2,425,000 51.6% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 6,894,338 4,701,386 1.98% 0.93% 25 +3,640,339 111.87% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 6,727,201 4,587,412 16.75% 16.29% 26 +1,108,920 19.74% Q4 2025 Feb 17, 2026
Castle Hook Partners LP History Added to 6,383,200 4,352,831 18.08% 7.24% 27 +4,237,600 197.5% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,705,549 4,296,191 1.95% 2.19% 28 +576,644 27.09% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 5,951,990 4,058,781 2.57% 2.63% 29 +38,624 0.65% Q4 2025 Feb 10, 2026
Capula Management Ltd History Added to 5,920,777 4,037,496 20.23% 10.32% 30 +2,809,063 90.27% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 5,446,550 3,714,111 2.04% 1.25% 31 +2,120,047 63.73% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 5,329,826 3,620,666 1.13% 1.02% 32 +546,265 11.42% Q4 2025 Feb 18, 2026
Bridgewater Associates, LP History Added to 4,455,413 3,038,235 11.08% 6.69% 33 +1,890,325 73.69% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 4,292,537 2,927,166 4.9% 5.49% 34 -260,510 -5.72% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Reduced 4,255,000 2,901,569 3.24% 8.55% 35 -3,416,600 -44.54% Q4 2025 Feb 17, 2026
FMR LLC History Added to 4,251,971 2,899,504 0.15% 0.14% 36 +278,330 7.0% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 4,243,791 2,893,919 3.39% 3.4% 37 -63,788 -1.48% Q4 2025 Jan 30, 2026
Squarepoint Ops LLC History Reduced 4,155,800 2,833,923 3.02% 3.82% 38 -1,547,600 -27.13% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,065,809 2,772,556 1.51% 1.64% 39 +16,409 0.41% Q4 2025 Feb 06, 2026
NOMURA HOLDINGS INC History Added to 4,064,100 2,771,391 3.69% 0.53% 40 +3,550,100 690.68% Q4 2025 Feb 17, 2026
Two Seas Capital LP History Reduced 3,707,000 2,527,877 52.08% 62.05% 41 -2,095,300 -36.11% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Added to 3,639,640 2,488,844 10.49% 10.01% 42 +197,905 5.75% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 3,292,434 2,245,176 2.99% 3.02% 43 -59,557 -1.78% Q4 2025 Feb 02, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 3,186,896 2,183,816 15.22% 14.72% 44 +286,508 9.88% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 3,443,915 2,152,295 2.55% 2.49% 45 +355,004 11.49% Q4 2025 Feb 18, 2026
AMERIPRISE FINANCIAL INC History Reduced 3,147,484 2,145,942 0.48% 0.48% 46 -16,628 -0.53% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Reduced 3,072,090 2,094,919 10.7% 12.47% 47 -894,449 -22.55% Q4 2025 Feb 09, 2026
Creative Planning History Added to 3,014,752 2,055,819 1.47% 1.52% 48 +13,003 0.43% Q4 2025 Feb 17, 2026
ARMISTICE CAPITAL, LLC History Added to 3,000,000 2,045,760 24.34% 24.71% 50 +500,000 20.0% Q4 2025 Feb 17, 2026
FARALLON CAPITAL MANAGEMENT LLC History Reduced 3,000,000 2,045,760 9.65% 9.27% 49 -400,000 -11.76% Q4 2025 Feb 17, 2026
TOMS Capital Investment Management LP History Added to 3,000,000 2,045,760 42.95% 40.17% 51 +400,000 15.38% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 2,869,368 1,956,679 2.79% 3.05% 52 -140,632 -4.67% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 2,836,810 1,934,581 3.48% 3.46% 53 +182,159 6.86% Q4 2025 Mar 16, 2026
Bank of New York Mellon Corp History Reduced 2,789,879 1,902,474 0.34% 0.33% 54 -7,058 -0.25% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History Added to 2,772,002 1,890,283 1.52% 1.45% 55 +95,659 3.57% Q4 2025 Feb 10, 2026
Schonfeld Strategic Advisors LLC History Added to 2,664,020 1,816,648 8.05% 9.44% 56 +169,272 6.79% Q4 2025 Feb 17, 2026
Blackstone Inc. History Added to 2,648,110 1,805,799 7.13% 6.41% 57 +257,887 10.79% Q4 2025 Feb 17, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 2,617,832 1,785,151 13.09% 13.23% 58 0 0.0% Q4 2025 Feb 04, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,472,999 1,686,387 0.5% 0.5% 59 -144,891 -5.53% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 2,853,451 1,603,729 1.83% 2.27% 60 +390,597 15.86% Q4 2025 Feb 13, 2026
Pentwater Capital Management LP History Reduced 2,295,000 1,565,006 8.23% 13.12% 61 -1,225,000 -34.8% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 2,217,428 1,511,304 5.83% 62 +2,217,428 New Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 2,104,530 1,435,121 2.66% 15823.84% 63 -3,011,650 -58.87% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 2,308,649 1,434,680 2.09% 2.15% 64 +121,882 5.57% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 2,062,000 1,406,119 0.94% 1.05% 65 -175,000 -7.82% Q4 2025 Feb 17, 2026
Sanders Capital, LLC History Added to 2,050,638 1,398,371 1.61% 1.4% 66 +346,738 20.35% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Reduced 2,047,837 1,396,461 3.17% 4.29% 67 -382,907 -15.75% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 2,007,450 1,368,920 1.5% 1.53% 68 -608,129 -23.25% Q4 2025 Feb 06, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 1,981,811 1,355,371 8.74% 6.64% 69 +675,033 51.66% Q4 2025 Feb 13, 2026
Jain Global LLC History Reduced 1,922,524 1,311,007 6.34% 9.13% 70 -967,476 -33.48% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,851,292 1,262,433 1.6% 1.33% 71 +276,598 17.57% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 1,837,843 1,248,852 1.36% 1.36% 72 +65,698 3.71% Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 1,795,000 1,224,046 15.53% 73 +1,795,000 New Q4 2025 Feb 17, 2026
Align Financial, LLC History New 1,200,217 1,200,217 0.7% 74 +1,200,217 New Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,736,693 1,184,285 1.58% 1.58% 75 -99,007 -5.39% Q4 2025 Feb 12, 2026
OLD MISSION CAPITAL LLC History Added to 39,671,800 1,180,026 27.01% 30.9% 76 +7,244,067 22.34% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 1,677,864 1,144,243 1.03% 1.01% 77 +24,430 1.48% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,664,891 1,138,649 0.04% 0.04% 78 -79,430 -4.55% Q4 2025 Feb 13, 2026
Calamos Advisors LLC History Reduced 1,667,067 1,112,617 4.18% 4.65% 79 -348,449 -17.29% Q4 2025 Jan 29, 2026
Optiver Holding B.V. History Reduced 1,597,206 1,089,166 0.41% 0.87% 80 -1,663,472 -51.02% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 1,574,256 1,073,516 1.82% 2.09% 81 -226,983 -12.6% Q4 2025 Feb 17, 2026
Finepoint Capital LP History Added to 1,573,200 1,072,796 53.54% 46.26% 82 +365,700 30.29% Q4 2025 Feb 13, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History Added to 1,567,017 1,068,580 16.97% 0.68% 83 +1,564,098 53583.35% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 28,350,980 1,061,991 1.44% 1.58% 84 +26,840,141 1776.51% Q4 2025 Mar 09, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 1,519,204 1,035,975 2.86% 2.65% 85 +106,807 7.56% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 1,509,172 1,029,148 1.23% 1.23% 86 +81,243 5.69% Q4 2025 Feb 13, 2026
BlackBarn Capital Partners LP History Added to 1,500,000 1,022,880 67.27% 59.6% 87 +250,000 20.0% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 1,456,060 992,916 14.81% 12.72% 88 +142,788 10.87% Q4 2025 Feb 17, 2026
MIZUHO SECURITIES USA LLC History Added to 1,387,834 947,523 15.66% 3.36% 89 +1,136,665 452.55% Q4 2025 Feb 09, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 1,369,203 933,569 10.78% 11.64% 90 +44,721 3.38% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 1,331,712 909,194 1.33% 1.26% 91 -37,214 -2.72% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 1,327,366 905,157 3.55% 1.72% 92 +700,097 111.61% Q4 2025 Feb 13, 2026
Power Alpha Investment Ltd History New 1,314,441 896,343 92.14% 93 +1,314,441 New Q4 2025 Jan 23, 2026
HBK INVESTMENTS L P History Added to 1,263,837 861,835 6.77% 7.26% 94 +270,940 27.29% Q4 2025 Feb 17, 2026
Norinchukin Bank, The History No change 1,233,000 840,807 9.8% 11.02% 95 0 0.0% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,224,092 834,732 0.69% 96 +1,224,092 New Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Reduced 1,217,388 830,161 7.24% 9.65% 97 -2,264,412 -65.04% Q4 2025 Feb 11, 2026
CastleKnight Management LP History Reduced 1,215,000 828,532 18.35% 19.43% 98 -265,000 -17.91% Q4 2025 Feb 17, 2026
Trust Asset Management LLC History No change 1,211,945 826,449 56.37% 55.49% 99 0 0.0% Q4 2025 Jan 13, 2026
Trustees of Columbia University in the City of New York History Added to 1,211,897 826,416 99.6% 99.69% 100 +231,301 23.59% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 1,146,278 781,670 2.34% 2.2% 101 +57,146 5.25% Q4 2025 Feb 13, 2026
Cohen Klingenstein LLC History Reduced 1,124,873 767,073 23.31% 23.73% 102 -12,190 -1.07% Q4 2025 Jan 20, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 1,104,400 753,112 2.09% 1.38% 103 +316,000 40.08% Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Added to 1,095,116 746,781 135.77% 10.98% 104 +60,413 5.84% Q4 2025 Mar 04, 2026
NATIXIS History Reduced 1,093,876 745,935 2.65% 3.8% 105 -135,508 -11.02% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 1,092,410 744,936 0.18% 0.14% 106 +260,656 31.34% Q4 2025 Feb 11, 2026
Swan Global Investments, LLC History Reduced 1,087,712 741,732 21.95% 22.54% 107 -123,205 -10.17% Q4 2025 Feb 11, 2026
TEXAS TREASURY SAFEKEEPING TRUST CO History Added to 1,062,013 724,208 95.55% 95.17% 108 +59,839 5.97% Q4 2025 Feb 13, 2026
BBR PARTNERS, LLC History Added to 1,045,576 712,998 38.26% 39.09% 109 +27,929 2.74% Q4 2025 Feb 11, 2026
Clearline Capital LP History Reduced 1,026,000 699,649 34.51% 46.84% 110 -506,000 -33.03% Q4 2025 Feb 17, 2026
Nishkama Capital, LLC History Reduced 1,021,200 696,376 27.91% 21.24% 111 -317,800 -23.73% Q4 2025 Feb 17, 2026
Greenfield FTC, Inc. History Added to 1,011,584 689,819 90.72% 89.69% 112 +329,032 48.21% Q4 2025 Jan 14, 2026
Hirtle Callaghan & Co LLC History Reduced 1,010,567 689,125 23.46% 24.27% 113 -25,958 -2.5% Q4 2025 Feb 04, 2026
Cavalier Investments, LLC History Added to 983,259 670,503 34.45% 28.87% 114 +941,177 2236.53% Q4 2025 Feb 13, 2026
Analyst IMS Investment Management Services Ltd. History Reduced 961,621 655,748 19.12% 26.14% 115 -300,371 -23.8% Q4 2025 Jan 20, 2026
MAI Capital Management History Added to 952,329 649,412 3.73% 3.33% 116 +150,665 18.79% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 949,167 647,255 0.2% 0.22% 117 -82,573 -8.0% Q4 2025 Feb 17, 2026
ALLSTATE CORP History Added to 937,703 639,438 8.73% 6.6% 118 +503,310 115.87% Q4 2025 Feb 09, 2026
Valeo Financial Advisors, LLC History Reduced 935,212 637,601 14.17% 14.31% 119 -8,154 -0.86% Q4 2025 Feb 04, 2026
Alphadyne Asset Management LP History Added to 929,762 634,023 14.82% 4.17% 120 +853,271 1115.52% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 919,437 626,982 0.87% 0.65% 121 +170,031 22.69% Q4 2025 Feb 13, 2026
RPO LLC History Reduced 916,826 625,201 65.4% 63.93% 122 -3,611 -0.39% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History Reduced 881,320 600,989 3.55% 12.9% 123 -1,826,710 -67.46% Q4 2025 Feb 19, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 879,840 599,980 2.92% 3.94% 124 -351,900 -28.57% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 874,716 596,530 0.36% 0.37% 125 +60,049 7.37% Q4 2025 Feb 17, 2026
ADVENT CAPITAL MANAGEMENT /DE/ History Added to 860,000 586,451 11.78% 2.29% 126 +702,000 444.3% Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Reduced 857,803 584,952 1.57% 1.52% 127 -1,541 -0.18% Q4 2025 Feb 17, 2026
Philosophy Capital Management LLC History Reduced 8,500 579,632 26.39% 27.29% 128 -1,500 -15.0% Q4 2025 Feb 17, 2026
Freedom Together Foundation History Reduced 847,400 577,859 73.28% 76.11% 129 -150,600 -15.09% Q4 2025 Feb 13, 2026
Hudson Bay Capital Management LP History Reduced 837,984 571,438 1.88% 3.52% 130 -749,716 -47.22% Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History Added to 957,724 566,670 8.73% 9.4% 131 +233,045 32.16% Q4 2025 Feb 13, 2026
Pine Ridge Advisers LLC History Added to 823,461 561,534 33.49% 32.67% 132 +3 0.0% Q4 2025 Feb 17, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Reduced 814,345 555,318 45.1% 48.31% 133 -29,410 -3.49% Q4 2025 Feb 17, 2026
GARNET EQUITY CAPITAL HOLDINGS, INC. History New 800,000 545,536 71.42% 134 +800,000 New Q4 2025 Feb 17, 2026
BW Gestao de Investimentos Ltda. History Added to 800,000 545,536 12.31% 5.83% 135 +600,000 300.0% Q4 2025 Feb 10, 2026
SUVRETTA CAPITAL MANAGEMENT, LLC History No change 800,000 545,536 11.17% 13.64% 136 0 0.0% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 799,091 544,916 3.28% 0.57% 137 +680,382 573.15% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 797,143 543,588 1.03% 1.01% 138 +52,870 7.1% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 784,135 534,718 0.65% 0.62% 139 -2,560 -0.33% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 773,333 527,351 2.5% 140 +773,333 New Q4 2025 Feb 17, 2026
Compass Rose Asset Management, LP History Added to 760,000 518,259 42.17% 6.04% 141 +705,800 1302.21% Q4 2025 Feb 11, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 753,512 516,965 9.15% 10.35% 142 -132,860 -14.99% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 742,442 506,286 3.85% 3.73% 143 +83,697 12.71% Q4 2025 Jan 14, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 731,788 499,020 13.11% 13.79% 144 -2,144 -0.29% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 730,587 498,201 1.21% 1.25% 145 +27,224 3.87% Q4 2025 Feb 13, 2026
Concentric Capital Strategies, LP History Reduced 724,488 494,042 23.75% 21.89% 146 -10,866 -1.48% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Reduced 721,846 492,249 0.73% 1.55% 147 -593,700 -45.13% Q4 2025 Feb 13, 2026
Insight Wealth Partners, LLC History Added to 720,334 491,209 67.32% 31.36% 148 +2,145 0.3% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 713,007 486,259 3.67% 149 +713,007 New Q4 2025 Feb 18, 2026
Walleye Capital LLC History Added to 705,924 481,383 1.48% 1.24% 150 +208,342 41.87% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Added to 704,587 481,209 5.1% 5.12% 151 +129 0.02% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 698,790 479,868 0.65% 0.68% 152 -109,254 -13.52% Q4 2025 Jan 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 702,909 479,327 0.25% 0.25% 153 +128,776 22.43% Q4 2025 Feb 17, 2026
Members Trust Co History Reduced 702,567 479,094 15.63% 16.2% 154 -36,880 -4.99% Q4 2025 Jan 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 695,843 474,509 1.25% 1.21% 155 +33,973 5.13% Q4 2025 Feb 05, 2026
MIZUHO MARKETS AMERICAS LLC History Added to 197,457 466,823 9.02% 9.65% 156 +100,551 103.76% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Added to 683,338 465,982 1.07% 1.02% 157 +38,164 5.92% Q4 2025 Feb 11, 2026
GUGGENHEIM CAPITAL LLC History Added to 671,547 457,941 3.28% 3.13% 158 +23,784 3.67% Q4 2025 Feb 17, 2026
Consolidated Portfolio Review Corp History Added to 668,759 456,040 39.4% 0.6% 159 +661,648 9304.57% Q4 2025 Jan 26, 2026
EASTERLY INVESTMENT PARTNERS LLC History Added to 662,594 451,836 27.73% 21.52% 160 +185,000 38.74% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 647,158 441,309 0.69% 0.66% 161 +27,503 4.44% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 644,146 439,256 0.74% 0.26% 162 +417,135 183.75% Q4 2025 Feb 12, 2026
MARK ASSET MANAGEMENT LP History New 625,000 426,200 28.24% 163 +625,000 New Q4 2025 Feb 17, 2026
SUN LIFE FINANCIAL INC History Reduced 624,194 425,651 22.34% 21.54% 164 -9,865 -1.56% Q4 2025 Feb 12, 2026
Apollo Management Holdings, L.P. History New 606,000 413,243 3.38% 165 +606,000 New Q4 2025 Feb 17, 2026
Proem Advisors LLC History New 600,000 409,152 46.48% 166 +600,000 New Q4 2025 Feb 04, 2026
ARISTEIA CAPITAL, L.L.C. History Reduced 600,000 409,116 8.87% 21.83% 167 -800,000 -57.14% Q4 2025 Feb 17, 2026
AMG National Trust Bank History Reduced 587,702 400,765 9.43% 9.66% 168 -8,989 -1.51% Q4 2025 Jan 30, 2026
Private Advisor Group, LLC History Added to 593,209 399,605 1.88% 1.92% 169 +1,569 0.27% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 579,187 395,199 0.69% 0.55% 170 -576 -0.1% Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 577,277 393,656 5.67% 10.04% 171 -518,124 -47.3% Q4 2025 Feb 17, 2026
Hackensack Meridian Health, Inc. History Added to 558,000 380,511 34.69% 34.6% 172 +52,500 10.39% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 556,326 379,370 0.48% 0.39% 173 +384,564 223.89% Q4 2025 Jan 09, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 552,897 377,031 0.53% 1.21% 174 -668,076 -54.72% Q4 2025 Feb 17, 2026
Oasis Management Co Ltd. History New 550,000 375,056 24.31% 175 +550,000 New Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 544,598 371,449 0.66% 0.54% 176 +131,447 31.82% Q4 2025 Feb 05, 2026
DAIDO LIFE INSURANCE CO History No change 544,324 371,185 52.22% 52.17% 177 0 0.0% Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History Reduced 542,500 369,941 0.34% 0.42% 178 -76,500 -12.36% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History Reduced 536,109 366,396 7.86% 8.44% 179 -2,678 -0.5% Q4 2025 Feb 13, 2026
Soundwatch Capital LLC History Reduced 536,365 365,758 56.73% 59.15% 180 -17,297 -3.12% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 535,995 364,525 0.56% 0.54% 181 +46,459 9.49% Q4 2025 Feb 18, 2026
NewEdge Advisors, LLC History Reduced 604,011 361,090 1.31% 1.61% 182 -29,390 -4.64% Q4 2025 Feb 18, 2026
Kestra Advisory Services, LLC History Added to 528,777 360,583 1.49% 1.45% 183 +53,223 11.19% Q4 2025 Feb 13, 2026
M&T BANK CORP History Reduced 523,032 356,666 1.15% 1.23% 184 -24,777 -4.52% Q4 2025 Jan 30, 2026
Quantinno Capital Management LP History Added to 519,886 354,521 0.71% 0.64% 185 +167,427 47.5% Q4 2025 Feb 17, 2026
BIP Wealth, LLC History Added to 519,051 353,951 12.49% 16.87% 186 +6,420 1.25% Q4 2025 Jan 21, 2026
CWM, LLC History Added to 687,341 346,231 0.94% 0.72% 187 +239,295 53.41% Q4 2025 Jan 26, 2026
Robertson Stephens Wealth Management, LLC History Added to 500,826 341,689 8.91% 5.67% 188 +219,109 77.78% Q4 2025 Feb 02, 2026
Passaic Partners LLC History Reduced 494,495 337,206 34.9% 40.9% 189 -15,478 -3.04% Q4 2025 Feb 11, 2026
DAVIS R M INC History Reduced 479,737 327,142 5.63% 6.51% 190 -79,548 -14.22% Q4 2025 Feb 12, 2026
Limestone Investment Advisors LP History Reduced 478,144 326,055 31.25% 29.35% 191 -78,161 -14.05% Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History Added to 477,457 325,644 7.8% 9.97% 192 +28,579 6.37% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 473,730 323,046 2.09% 2.05% 193 +18,822 4.14% Q4 2025 Jan 28, 2026
EP Wealth Advisors, LLC History New 466,906 318,392 1.65% 194 +466,906 New Q4 2025 Feb 18, 2026
Millburn Ridgefield LLC /DE/ History Reduced 466,818 318,332 7.58% 7.44% 195 -1,146 -0.24% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History Reduced 466,818 318,332 6.54% 6.29% 196 -1,146 -0.24% Q4 2025 Feb 10, 2026
Kovitz Investment Group Partners, LLC History Reduced 465,116 317,172 7.02% 2.09% 197 -939,654 -66.89% Q4 2025 Feb 20, 2026
McCarthy & Cox History Reduced 458 312,319 3.79% 0.6% 198 -3,489 -88.4% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History Reduced 457,285 311,831 0.99% 1.02% 199 -84,978 -15.67% Q4 2025 Feb 02, 2026
WHITEBOX ADVISORS LLC History Reduced 450,000 306,864 4.35% 6.7% 200 -200,000 -30.77% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 446,916 304,772 2.43% 1.54% 201 +5,473 1.24% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 444,770 303,297 1.21% 1.09% 202 +10,852 2.5% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 440,801 300,540 0.27% 0.25% 203 +67,027 17.93% Q4 2025 Feb 17, 2026
III Capital Management History Added to 438,886 299,285 44.05% 66.58% 204 +23,086 5.55% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 425,183 294,145 3.19% 3.19% 205 +6,364 1.52% Q4 2025 Jan 26, 2026
CIBC WORLD MARKET INC. History Reduced 423,998 289,132 0.47% 0.65% 206 -123,726 -22.59% Q4 2025 Feb 10, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 417,814 285,748 17.56% 18.36% 207 -1,168 -0.28% Q4 2025 Feb 12, 2026
SummitTX Capital, L.P. History Added to 412,665 281,404 8.48% 4.05% 208 +265,502 180.41% Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 49,811 280,885 5.05% 6.55% 209 -242,051 -82.93% Q4 2025 Feb 13, 2026
Alaska Permanent Capital Management, LLC History Reduced 405,516 276,485 20.94% 20.8% 210 -18,908 -4.45% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 403,527 275,157 0.97% 0.93% 211 +25,071 6.62% Q4 2025 Feb 06, 2026
Sanctuary Advisors, LLC History Added to 403,009 274,820 1.5% 1.02% 212 +84,796 26.65% Q4 2025 Jan 29, 2026
CONNABLE OFFICE INC History Added to 402,250 274,302 25.15% 24.84% 213 +199 0.05% Q4 2025 Feb 03, 2026
Jump Financial, LLC History Added to 401,587 273,850 3.36% 1.47% 214 +217,407 118.04% Q4 2025 Feb 17, 2026
KIM, LLC History Added to 400,000 272,768 22.09% 17.45% 215 +100,000 33.33% Q4 2025 Feb 02, 2026
Mutual Advisors, LLC History Added to 394,965 269,334 5.77% 5.74% 216 +6,664 1.72% Q4 2025 Feb 02, 2026
DEUTSCHE BANK AG\ History Added to 394,600 269,085 0.09% 0.08% 217 +27,308 7.43% Q4 2025 Feb 11, 2026
JANA Partners Management, LP History Added to 391,337 266,860 13.89% 12.47% 218 +4,700 1.22% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 386,675 263,646 1.64% 1.61% 219 +17,692 4.79% Q4 2025 Jan 27, 2026
OAKTREE CAPITAL MANAGEMENT LP History Added to 385,000 262,539 3.74% 3.39% 220 +55,000 16.67% Q4 2025 Feb 17, 2026
MIRAE ASSET SECURITIES (USA) INC. History Reduced 381,587 260,211 7.16% 7.77% 221 -695 -0.18% Q4 2025 Feb 11, 2026
Ensign Peak Advisors, Inc History Added to 379,907 259,066 0.46% 0.22% 222 +182,477 92.43% Q4 2025 Feb 12, 2026
Shulman DeMeo Asset Management LLC History Reduced 378,595 258,171 58.55% 58.39% 223 -2,626 -0.69% Q4 2025 Jan 14, 2026
Jacobi Capital Management LLC History Added to 376,016 256,412 14.86% 15.07% 224 +4,551 1.23% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 370,961 253,767 0.13% 0.33% 225 -541,713 -59.35% Q4 2025 Mar 20, 2026
Brookstone Capital Management History Added to 409,316 250,183 2.86% 2.83% 226 +53,398 15.0% Q4 2025 Jan 15, 2026
AKUNA SECURITIES LLC History Reduced 361,344 246,407 0.94% 2.55% 227 -595,742 -62.25% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Added to 352,182 240,160 1.32% 1.2% 228 +38,546 12.29% Q4 2025 Feb 12, 2026
Teramo Advisors, LLC History Added to 425,000 240,134 61.84% 69.8% 229 +40,000 10.39% Q4 2025 Feb 06, 2026
Stratos Wealth Partners, LTD. History Added to 350,712 239,157 2.7% 2.63% 230 +15,862 4.74% Q4 2025 Jan 20, 2026
KOTLER KEVIN History New 350,000 238,672 55.83% 231 +350,000 New Q4 2025 Feb 17, 2026
Berkshire Money Management, Inc. History Reduced 340,752 232,365 22.17% 23.4% 232 -462 -0.14% Q4 2025 Jan 27, 2026
ZEGA Investments, LLC History Reduced 339,963 231,827 27.33% 31.34% 233 -11,597 -3.3% Q4 2025 Jan 27, 2026
PPSC Investment Service Corp History Added to 338,185 230,615 17.21% 17.69% 234 +3,367 1.01% Q4 2025 Jan 26, 2026
Sand Hill Global Advisors, LLC History Reduced 335,243 228,608 7.98% 8.18% 235 -13,513 -3.87% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Added to 334,242 227,927 0.35% 0.25% 236 +90,131 36.92% Q4 2025 Feb 05, 2026
Trustees of Dartmouth College History No change 334,200 227,897 57.94% 57.18% 237 0 0.0% Q4 2025 Jan 14, 2026
DV Trading LLC History New 318,421 217,137 6.11% 238 +318,421 New Q4 2025 Feb 17, 2026
LMR Partners LLP History Reduced 317,406 216,445 0.41% 1.44% 239 -173,100 -35.29% Q4 2025 Feb 17, 2026
Petrus Trust Company, LTA History Added to 317,319 216,386 21.89% 19.91% 240 +44,500 16.31% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Added to 314,580 214,518 9.36% 8.22% 241 +41,663 15.27% Q4 2025 Jan 29, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 308,557 210,411 4.48% 4.84% 242 -13,693 -4.25% Q4 2025 Feb 05, 2026
Diversify Advisory Services, LLC History Added to 302,667 209,342 6.63% 5.95% 243 +43,069 16.59% Q4 2025 Jan 23, 2026
Interval Partners, LP History Added to 306,900 209,281 3.75% 2.88% 244 +42,300 15.99% Q4 2025 Feb 17, 2026
BOCHK Asset Management Ltd History Reduced 305,200 208,103 55.59% 56.56% 245 -16,800 -5.22% Q4 2025 Jan 22, 2026
Aptus Capital Advisors, LLC History Added to 303,947 207,268 1.48% 0.38% 246 +226,282 291.36% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History Added to 302,098 206,006 7.23% 7.41% 247 +225 0.07% Q4 2025 Jan 15, 2026
HUNTINGTON NATIONAL BANK History Added to 301,489 205,590 1.23% 1.2% 248 +6,509 2.21% Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 301,399 205,530 3.41% 3.56% 249 -11,413 -3.65% Q4 2025 Jan 28, 2026
Hidden Lake Asset Management LP History New 300,000 204,576 51.74% 250 +300,000 New Q4 2025 Feb 17, 2026
Juniper Hill Capital Management LP History Reduced 298,574 203,603 48.62% 49.36% 251 -14,611 -4.67% Q4 2025 Feb 03, 2026
MILLBANK DARTMOOR PORTSMOUTH LLC History New 298,402 203,486 100.0% 252 +298,402 New Q4 2025 Feb 11, 2026
ING GROEP NV History No change 296,138 201,942 1.22% 1.07% 253 0 0.0% Q4 2025 Feb 11, 2026
PEAVINE CAPITAL, LLC History Reduced 295,559 201,547 42.59% 41.16% 254 -3,687 -1.23% Q4 2025 Jan 21, 2026
CV Advisors LLC History Reduced 292,575 199,512 50.89% 54.6% 255 -3,283 -1.11% Q4 2025 Jan 20, 2026
SOROS FUND MANAGEMENT LLC History Added to 291,653 198,884 2.3% 2.72% 256 +4,875 1.7% Q4 2025 Feb 13, 2026
Miller Investment Management, LP History Reduced 290,954 198,407 19.38% 20.06% 257 -8,719 -2.91% Q4 2025 Feb 11, 2026
NorthRock Partners, LLC History Reduced 290,392 198,016 3.34% 3.68% 258 -15,553 -5.08% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 289,891 197,682 1.35% 1.36% 259 +13,144 4.75% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 289,098 197,141 0.71% 0.69% 260 -7,348 -2.48% Q4 2025 Jan 30, 2026
&PARTNERS History Added to 278,473 189,280 0.99% 0.45% 261 +171,841 161.15% Q4 2025 Feb 17, 2026
Alaska Wealth Advisors, LLC History Reduced 277,286 189,086 24.08% 24.77% 262 -6,959 -2.45% Q4 2025 Feb 13, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 273,889 186,770 32.01% 31.85% 263 -2,436 -0.88% Q4 2025 Jan 26, 2026
Centiva Capital, LP History Added to 272,480 185,809 1.51% 1.53% 264 +31,680 13.16% Q4 2025 Feb 13, 2026
Lighthouse Investment Partners, LLC History Reduced 271,000 184,807 5.55% 12.49% 265 -347,247 -56.17% Q4 2025 Feb 17, 2026
Timelo Investment Management Inc. History Reduced 270,000 184,118 65.31% 77.41% 266 -40,000 -12.9% Q4 2025 Feb 13, 2026
Howard Capital Management Inc. History Reduced 268,924 183,384 2.37% 2.37% 267 -102 -0.04% Q4 2025 Jan 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 268,559 183,135 6.31% 6.52% 268 -3,601 -1.32% Q4 2025 Feb 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 268,241 182,920 0.44% 0.44% 269 -3,631 -1.34% Q4 2025 Feb 11, 2026
FineMark National Bank & Trust History Reduced 268,215 182,901 5.71% 5.86% 270 -1,088 -0.4% Q4 2025 Feb 12, 2026
State of Wyoming History Added to 265,545 181,080 19.83% 20.07% 271 +1,215 0.46% Q4 2025 Feb 11, 2026
Evolution Wealth Advisors, LLC History Added to 264,460 180,342 18.18% 23.33% 272 +3,655 1.4% Q4 2025 Jan 12, 2026
EAGLE CAPITAL MANAGEMENT LLC History Added to 262,279 178,853 0.56% 0.01% 273 +255,269 3641.5% Q4 2025 Feb 17, 2026
TAIYO LIFE INSURANCE CO History No change 261,000 177,981 15.23% 15.24% 274 0 0.0% Q4 2025 Jan 30, 2026
Sageworth Trust Co History Reduced 260,682 177,764 7.61% 8.62% 275 -17,093 -6.15% Q4 2025 Feb 03, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 258,348 176,687 11.53% 11.61% 276 0 0.0% Q4 2025 Feb 11, 2026
SCOTIA CAPITAL INC. History Reduced 255,730 174,367 0.7% 0.74% 277 -3,738 -1.44% Q4 2025 Feb 12, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 255,042 173,918 0.95% 1.02% 278 +2,987 1.19% Q4 2025 Feb 12, 2026
JMG Financial Group, Ltd. History Reduced 254,100 173,276 4.87% 4.96% 279 -7,155 -2.74% Q4 2025 Feb 10, 2026
Checchi Capital Advisers, LLC History Reduced 253,600 172,934 8.83% 9.27% 280 -13,993 -5.23% Q4 2025 Jan 27, 2026
DOW CHEMICAL CO /DE/ History Reduced 252,153 171,948 83.86% 86.78% 281 -88,509 -25.98% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 250,647 170,921 0.94% 0.94% 282 -3,413 -1.34% Q4 2025 Feb 13, 2026
LONESTAR CAPITAL MANAGEMENT LLC History Reduced 2,500 170,480 27.31% 29.18% 283 -500 -16.67% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 247,311 168,646 1.92% 2.62% 284 +18,309 8.0% Q4 2025 Jan 29, 2026
Wealthfront Advisers LLC History Added to 246,715 168,240 0.38% 0.37% 285 +7,001 2.92% Q4 2025 Jan 30, 2026
Neuberger Berman Group LLC History Added to 245,868 167,662 0.12% 0.11% 286 +28,456 13.09% Q4 2025 Feb 13, 2026
Greenwich Wealth Management LLC History Added to 244,871 166,982 7.45% 7.84% 287 +9,039 3.83% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 242,032 165,046 2.21% 2.26% 288 -5,570 -2.25% Q4 2025 Jan 30, 2026
Conservest Capital Advisors, Inc. History Reduced 241,176 164,467 14.83% 15.2% 289 -5,364 -2.18% Q4 2025 Feb 12, 2026
HOWARD HUGHES MEDICAL INSTITUTE History No change 237,885 162,218 92.85% 92.87% 290 0 0.0% Q4 2025 Feb 17, 2026
Valiant Capital Management, L.P. History Added to 237,326 161,837 9.15% 7.08% 291 +82,824 53.61% Q4 2025 Feb 17, 2026
Main Management LLC History Reduced 236,536 161,298 11.61% 11.89% 292 -7,045 -2.89% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 232,642 160,944 3.34% 3.36% 293 -2,942 -1.25% Q4 2025 Jan 26, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 233,355 159,129 0.44% 0.46% 294 +13,928 6.35% Q4 2025 Jan 26, 2026
Spider Management Company, LLC History No change 232,648 158,647 70.59% 70.42% 295 0 0.0% Q4 2025 Jan 29, 2026
NewEdge Wealth, LLC History Added to 235,068 158,217 1.79% 1.94% 296 +35,616 17.86% Q4 2025 Feb 03, 2026
Ballentine Partners, LLC History Reduced 227,456 155,106 2.18% 2.11% 297 -644 -0.28% Q4 2025 Feb 03, 2026
Beacon Pointe Advisors, LLC History Added to 224,773 153,280 1.07% 1.21% 298 +10,172 4.74% Q4 2025 Feb 18, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 224,455 153,060 22.44% 24.32% 299 -15,766 -6.56% Q4 2025 Feb 09, 2026
Vontobel Holding Ltd. History Reduced 224,398 153,021 0.48% 0.51% 300 -29,207 -11.52% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 224,232 152,908 0.63% 301 +224,232 New Q4 2025 Feb 05, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 221,907 151,322 26.82% 27.18% 302 +2,197 1.0% Q4 2025 Feb 17, 2026
BTG Pactual Asset Management US LLC History Reduced 221,117 150,784 14.68% 60.69% 303 -1,722,383 -88.62% Q4 2025 Feb 17, 2026
Div Capital Phoenix Assets Ltd History New 221,070 150,752 38.15% 304 +221,070 New Q4 2025 Feb 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 220,181 150,147 1.89% 1.92% 305 -887 -0.4% Q4 2025 Feb 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 218,788 149,195 0.5% 0.19% 306 +139,639 176.43% Q4 2025 Feb 13, 2026
ALESCO ADVISORS LLC History Reduced 217,291 148,175 3.83% 3.94% 307 -934 -0.43% Q4 2025 Jan 28, 2026
Aristotle Capital Management, LLC History Added to 216,426 147,604 0.3% 0.16% 308 +90,615 72.02% Q4 2025 Feb 17, 2026
Silicon Valley Capital Partners History Reduced 216,220 147,444 13.42% 13.74% 309 -2,547 -1.16% Q4 2025 Feb 13, 2026
MBL Wealth, LLC History Added to 214,961 146,586 11.75% 12.34% 310 +2,749 1.3% Q4 2025 Jan 21, 2026
Benin Management CORP History Added to 214,835 146,500 32.7% 33.75% 311 +758 0.35% Q4 2025 Jan 12, 2026
Hills Bank & Trust Co History Reduced 214,243 146,096 8.49% 8.46% 312 -1,630 -0.76% Q4 2025 Feb 05, 2026
Little Harbor Advisors, LLC History Reduced 211,902 144,500 74.53% 74.99% 313 -13,387 -5.94% Q4 2025 Feb 19, 2026
Saudi Central Bank History No change 210,000 143,621 5.37% 5.33% 314 0 0.0% Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Added to 209,900 143,135 0.69% 0.41% 315 +80,800 62.59% Q4 2025 Feb 12, 2026
1ST SOURCE BANK History Added to 209,693 142,993 7.5% 6.35% 316 +28,812 15.93% Q4 2025 Feb 05, 2026
WELCH CAPITAL PARTNERS LLC/NY History Reduced 207,589 141,559 28.37% 28.56% 317 -575 -0.28% Q4 2025 Feb 12, 2026
University of Illinois Foundation History Reduced 206,298 141,104 48.46% 59.08% 318 -44,180 -17.64% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 205,563 140,177 1.98% 1.69% 319 +32,441 18.74% Q4 2025 Feb 17, 2026
TORONTO DOMINION BANK History Reduced 204,397 139,370 0.21% 1.02% 320 -780,909 -79.26% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 202,575 138,140 3.06% 2.97% 321 -2,457 -1.2% Q4 2025 Feb 04, 2026
WASHINGTON TRUST Co History Reduced 200,729 136,881 4.47% 4.52% 322 -6,169 -2.98% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Reduced 200,210 136,527 0.76% 0.78% 323 -25,699 -11.38% Q4 2025 Feb 03, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 2,000 136,384 16.57% 23.04% 324 -318,000 -99.38% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History New 200,000 136,384 0.14% 326 +200,000 New Q4 2025 Feb 17, 2026
DSC Meridian Capital LP History Reduced 200,000 136,384 35.88% 53.65% 328 -197,000 -49.62% Q4 2025 Feb 17, 2026
SONA ASSET MANAGEMENT (US) LLC History Added to 200,000 136,384 3.1% 0.06% 327 +196,606 5792.75% Q4 2025 Feb 17, 2026
Westchester Capital Management, LLC History No change 200,000 136,384 5.73% 6.09% 325 0 0.0% Q4 2025 Feb 13, 2026
BANK OF HAWAII History Reduced 198,191 135,150 6.68% 6.62% 329 -737 -0.37% Q4 2025 Mar 03, 2026
MACQUARIE GROUP LTD History Reduced 198,025 135,037 0.59% 1.08% 330 -1,195,000 -85.78% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 196,868 134,247 1.67% 1.64% 331 +4,522 2.35% Q4 2025 Feb 05, 2026
CULLEN/FROST BANKERS, INC. History Added to 196,075 133,707 1.47% 1.43% 332 +11,060 5.98% Q4 2025 Feb 06, 2026
CI INVESTMENTS INC. History Added to 195,245 133,120 0.58% 0.35% 333 +52,725 36.99% Q4 2025 Feb 12, 2026
PINNACLE ASSOCIATES LTD History Reduced 194,995 132,971 1.71% 1.76% 334 -3,989 -2.0% Q4 2025 Feb 05, 2026
Engineers Gate Manager LP History Added to 193,240 131,774 1.56% 1.32% 335 +20,222 11.69% Q4 2025 Feb 17, 2026
Naman Capital Ltda History Added to 192,877 131,526 36.99% 32.34% 336 +19,933 11.53% Q4 2025 Feb 27, 2026
Pacific Wealth Management History Added to 192,303 131,135 60.87% 62.86% 337 +4,906 2.62% Q4 2025 Feb 12, 2026
EASTERN BANK History Reduced 191,440 130,546 2.25% 2.3% 338 -2,549 -1.31% Q4 2025 Jan 14, 2026
Beacon Capital Management, LLC History Reduced 191,358 130,490 20.23% 19.04% 339 -9,736 -4.84% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 191,335 130,475 1.11% 0.96% 340 +6,781 3.67% Q4 2025 Jan 05, 2026
CIBC Asset Management Inc History Added to 191,231 130,404 0.31% 0.26% 341 +54,518 39.88% Q4 2025 Feb 10, 2026
Yaupon Capital Management LP History Reduced 190,000 129,564 4.68% 6.37% 343 -60,000 -24.0% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 190,000 129,564 2.36% 2.46% 342 -12,709 -6.27% Q4 2025 Jan 23, 2026
Banco Santander, S.A. History New 188,686 128,668 0.96% 344 +188,686 New Q4 2025 Feb 13, 2026
Mizuho Bank, Ltd. History Added to 184,000 125,473 14.93% 5.62% 345 +108,000 142.11% Q4 2025 Feb 12, 2026
Allen Investment Management, LLC History Added to 183,808 125,342 1.39% 1.21% 346 +20,918 12.84% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 183,535 125,156 2.43% 2.08% 347 +53,289 40.91% Q4 2025 Feb 13, 2026
Diversified Trust Co History Reduced 183,079 124,845 2.3% 2.49% 348 -4,118 -2.2% Q4 2025 Jan 09, 2026
METROPOLITAN LIFE INSURANCE CO/NY History Reduced 182,574 124,500 37.77% 37.06% 349 -7,300 -3.84% Q4 2025 Feb 12, 2026
AIA Group Ltd History Added to 181,590 123,829 1.85% 2.12% 350 +1,814 1.01% Q4 2025 Feb 09, 2026
DT Investment Partners, LLC History Reduced 181,096 123,493 10.22% 10.52% 351 -5,558 -2.98% Q4 2025 Feb 10, 2026
Csenge Advisory Group History Added to 180,732 123,244 5.57% 5.6% 352 +4,598 2.61% Q4 2025 Feb 06, 2026
Pine Valley Investments Ltd Liability Co History Reduced 179,781 122,795 5.7% 7.16% 353 -38,917 -17.79% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Added to 179,157 122,522 5.59% 5.42% 354 +2,689 1.52% Q4 2025 Feb 02, 2026
Jordan Park Group LLC History Reduced 178,847 121,959 7.07% 7.66% 355 -22,618 -11.23% Q4 2025 Feb 10, 2026
GenTrust, LLC History Reduced 177,934 121,693 5.25% 5.47% 356 -2,333 -1.29% Q4 2025 Feb 02, 2026
Fort Point Capital Partners LLC History Added to 173,871 120,092 13.48% 13.54% 357 +1,499 0.87% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 175,049 119,369 0.9% 0.91% 358 +3,562 2.08% Q4 2025 Feb 12, 2026
Savant Capital, LLC History Added to 174,526 119,013 0.68% 0.68% 359 +5,959 3.54% Q4 2025 Feb 10, 2026
Bleakley Financial Group, LLC History Added to 174,352 118,894 2.06% 2.58% 360 +7,237 4.33% Q4 2025 Feb 09, 2026
Belpointe Asset Management LLC History Added to 173,314 118,187 4.27% 2.51% 361 +74,685 75.72% Q4 2025 Jan 27, 2026
Wealthcare Advisory Partners LLC History Reduced 172,209 117,432 2.31% 2.41% 362 -1,470 -0.85% Q4 2025 Jan 14, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 172,073 117,344 16.42% 16.83% 363 -3,572 -2.03% Q4 2025 Feb 17, 2026
Trans-Canada Capital Inc. History Reduced 170,572 116,654 6.71% 6.93% 364 -7 -0.0% Q4 2025 Feb 09, 2026
Aperture Investors, LLC History Added to 170,000 115,926 13.24% 0.33% 365 +166,400 4622.22% Q4 2025 Feb 17, 2026
Delta Accumulation, LLC History No change 11,000 115,926 4.27% 4.92% 366 0 0.0% Q4 2025 Feb 05, 2026
North Horizon Holdings Inc. History New 169,115 115,322 100.0% 367 +169,115 New Q4 2025 Jan 30, 2026
AE Wealth Management LLC History Added to 167,989 114,284 0.66% 0.61% 368 +25,041 17.52% Q4 2025 Jan 26, 2026
Moment Partners, LLC History Added to 165,463 113,163 23.28% 19.05% 369 +3,790 2.34% Q4 2025 Feb 10, 2026
TLWM History Reduced 165,499 112,854 20.66% 20.74% 370 -7,715 -4.45% Q4 2025 Jan 12, 2026
Manchester Capital Management LLC History Reduced 164,117 111,914 15.23% 14.87% 371 -603 -0.37% Q4 2025 Feb 11, 2026
Marest Capital, LLC History Added to 163,612 111,570 62.4% 65.71% 372 +1,333 0.82% Q4 2025 Feb 11, 2026
M Holdings Securities, Inc. History Added to 162,838 111,043 7.95% 2.26% 373 +146,784 914.31% Q4 2025 Feb 11, 2026
Southern Farm Bureau Life Insurance History No change 161,923 110,401 11.4% 12.72% 374 0 0.0% Q4 2025 Jan 28, 2026
Select Asset Management & Trust History Added to 160,946 109,753 34.14% 31.15% 375 +9,104 6.0% Q4 2025 Feb 10, 2026
Activest Wealth Management History Added to 159,882 109,026 20.36% 20.37% 376 +8,867 5.87% Q4 2025 Jan 30, 2026
Glenview Trust Co History Reduced 157,557 107,441 1.66% 1.68% 377 -1,411 -0.89% Q4 2025 Feb 09, 2026
Waverly Advisors, LLC History Added to 156,699 106,856 0.87% 0.97% 378 +10,045 6.85% Q4 2025 Feb 17, 2026
BRANDYWINE TRUST CO History Added to 154,454 105,325 18.47% 15.35% 379 +2,978 1.97% Q4 2025 Feb 13, 2026
CVS HEALTH Corp History No change 153,891 104,941 77.55% 99.64% 380 0 0.0% Q4 2025 Feb 13, 2026
Strategic Point Investment Advisors, LLC History Reduced 153,413 104,615 14.47% 15.1% 381 -4,458 -2.82% Q4 2025 Jan 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 152,699 104,128 1.36% 1.57% 382 -9,807 -6.03% Q4 2025 Feb 10, 2026
Karnit Road Accident Victims Compensation Fund History New 151,957 103,622 58.57% 383 +151,957 New Q4 2025 Feb 17, 2026
Stadion Money Management, LLC History Reduced 150,705 102,768 8.33% 8.65% 384 -11,844 -7.29% Q4 2025 Feb 17, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Reduced 150,000 102,288 9.89% 17.58% 385 -115,000 -43.4% Q4 2025 Feb 17, 2026
Hiddenite Capital Partners LP History Added to 150,000 102,288 13.26% 12.08% 386 +50,000 50.0% Q4 2025 Feb 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 148,840 101,496 1.49% 1.71% 387 -25,312 -14.53% Q4 2025 Feb 12, 2026
Gainplan LLC History Reduced 228,724 101,388 37.99% 43.61% 388 -139,002 -37.8% Q4 2025 Jan 23, 2026
Howard Capital Management Group, LLC History Reduced 147,952 100,891 6.37% 6.26% 389 -497 -0.33% Q4 2025 Jan 16, 2026
RAMSEY QUANTITATIVE SYSTEMS History Reduced 147,603 100,643 91.62% 94.56% 390 -1,825 -1.22% Q4 2025 Jan 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 152,338 99,811 1.22% 1.35% 391 -13,433 -8.1% Q4 2025 Jan 21, 2026
RBF Capital, LLC History No change 146,300 99,764 4.43% 4.35% 392 0 0.0% Q4 2025 Feb 17, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Reduced 155,671 99,625 9.68% 19.51% 393 -122,329 -44.0% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Added to 145,586 99,568 1.46% 1.47% 394 +581 0.4% Q4 2025 Feb 13, 2026
Serenus Wealth Advisors, LLC History Reduced 145,954 99,529 19.27% 16.86% 395 -2,180 -1.47% Q4 2025 Jan 28, 2026
RENAISSANCE TECHNOLOGIES LLC History New 144,480 98,523 0.15% 396 +144,480 New Q4 2025 Feb 12, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 144,296 98,398 28.65% 28.27% 397 +3,498 2.48% Q4 2025 Feb 05, 2026
GeoSphere Capital Management, LLC History Added to 143,900 98,128 32.3% 0.3% 398 +143,300 23883.33% Q4 2025 Feb 09, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 143,122 97,597 14.99% 15.22% 399 +238 0.17% Q4 2025 Jan 12, 2026
Fiera Capital Corp History Added to 142,840 97,405 0.31% 0.28% 400 +13,570 10.5% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 142,832 97,399 1.06% 1.05% 401 +4,239 3.06% Q4 2025 Feb 12, 2026
JABODON PT CO History Added to 142,750 97,344 12.88% 99.92% 402 +382 0.27% Q4 2025 Feb 11, 2026
NEW YORK LIFE INSURANCE CO History No change 142,522 97,188 21.31% 23.39% 403 0 0.0% Q4 2025 Feb 11, 2026
MCF Advisors LLC History Reduced 141,670 96,771 5.35% 5.88% 404 -2,023 -1.41% Q4 2025 Feb 11, 2026
Geneos Wealth Management Inc. History Added to 141,906 96,768 2.37% 2.25% 405 +8,824 6.63% Q4 2025 Jan 28, 2026
Urban Financial Advisory Corp History Reduced 141,678 96,613 37.94% 44.09% 406 -420 -0.3% Q4 2025 Feb 04, 2026
Rising Stella Capital Pte. Ltd History New 141,581 96,546 45.49% 407 +141,581 New Q4 2025 Mar 02, 2026
Annandale Capital, LLC History Reduced 152,916 96,427 11.44% 3.8% 408 -98,619 -39.21% Q4 2025 Feb 12, 2026
Freestone Capital Holdings, LLC History Reduced 140,755 95,983 2.84% 2.89% 409 -822 -0.58% Q4 2025 Jan 23, 2026
WEBSTER BANK, N. A. History Reduced 140,369 95,720 8.98% 9.06% 410 -1,100 -0.78% Q4 2025 Jan 23, 2026
Cinctive Capital Management LP History New 140,000 95,468 5.17% 411 +140,000 New Q4 2025 Feb 17, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 139,805 95,335 23.54% 23.7% 412 -1,122 -0.8% Q4 2025 Feb 09, 2026
THOR TRADING ADVISORS, LLC History Added to 138,509 95,157 39.44% 25.22% 413 +64,033 85.98% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 139,220 94,937 1.2% 1.15% 414 +7,596 5.77% Q4 2025 Feb 09, 2026
V2 Financial group LLC History Added to 139,053 94,822 46.71% 51.26% 415 +134 0.1% Q4 2025 Jan 21, 2026
MUFG Bank, Ltd. History No change 138,700 94,582 2.97% 2.98% 416 0 0.0% Q4 2025 Feb 04, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 137,905 94,040 0.08% 0.07% 417 +23,823 20.88% Q4 2025 Feb 17, 2026
Lombard Odier Asset Management (USA) Corp History Reduced 137,891 94,030 8.74% 21.47% 418 -342,392 -71.29% Q4 2025 Feb 17, 2026
TOTAL INVESTMENT MANAGEMENT INC History Added to 137,303 93,629 12.01% 11.84% 419 +617 0.45% Q4 2025 Feb 03, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 137,200 93,559 0.02% 0.02% 420 -25,637 -15.74% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 135,956 92,711 1.05% 0.89% 421 +18,964 16.21% Q4 2025 Feb 05, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 134,798 91,921 5.21% 5.29% 422 -3,000 -2.18% Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History Added to 134,670 91,833 3.03% 2.73% 423 +21,076 18.55% Q4 2025 Jan 30, 2026
FLOW TRADERS U.S. LLC History New 134,586 91,777 3.01% 424 +134,586 New Q4 2025 Feb 13, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 134,556 91,756 12.72% 13.07% 425 0 0.0% Q4 2025 Jan 29, 2026
Schusterman Interests, LLC History Added to 133,977 91,361 20.91% 20.17% 426 +1,460 1.1% Q4 2025 Feb 17, 2026
Cornerstone Wealth Group, LLC History Reduced 133,588 91,096 6.23% 6.22% 427 -4,642 -3.36% Q4 2025 Jan 26, 2026
St. Louis Trust Co History Reduced 132,873 90,608 10.39% 11.08% 428 -576 -0.43% Q4 2025 Feb 09, 2026
BOKF, NA History Added to 132,423 90,301 1.38% 1.32% 429 +828 0.63% Q4 2025 Feb 03, 2026
BANQUE PICTET & CIE SA History Reduced 132,053 90,049 0.53% 0.58% 430 -17,448 -11.67% Q4 2025 Jan 16, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 130,618 89,070 0.73% 0.9% 431 -30,364 -18.86% Q4 2025 Feb 13, 2026
Busey Bank History Reduced 130,366 88,899 2.34% 2.42% 432 -129 -0.1% Q4 2025 Jan 27, 2026
Berkeley Capital Partners, LLC History Added to 129,849 88,546 20.85% 20.32% 433 +839 0.65% Q4 2025 Feb 05, 2026
CSM Advisors, LLC History Reduced 129,440 88,268 2.4% 3.17% 434 -40,852 -23.99% Q4 2025 Feb 11, 2026
Beacon Capital Management, Inc. History Added to 128,269 87,469 4.68% 3.58% 435 +15,869 14.12% Q4 2025 Feb 12, 2026
Consolidated Investment Group LLC History Added to 128,215 87,432 10.46% 10.25% 436 +3,000 2.4% Q4 2025 Jan 26, 2026
Independence Bank of Kentucky History Added to 128,129 87,373 10.87% 10.82% 437 +1,741 1.38% Q4 2025 Jan 20, 2026
SteelPeak Wealth, LLC History Added to 126,438 86,467 2.82% 2.66% 438 +6,703 5.6% Q4 2025 Jan 20, 2026
Lavaca Capital LLC History Reduced 126,721 86,413 13.97% 14.68% 439 -1,036 -0.81% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Reduced 126,222 86,317 1.61% 2.12% 440 -30,792 -19.61% Q4 2025 Feb 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 125,986 85,912 1.11% 0.27% 441 +95,835 317.85% Q4 2025 Feb 09, 2026
Helix Partners Management LP History Added to 125,500 85,580 28.77% 19.11% 442 +57,000 83.21% Q4 2025 Feb 13, 2026
Midwest Trust Co History Added to 125,080 85,294 1.06% 1.08% 443 +539 0.43% Q4 2025 Feb 04, 2026
TCW GROUP INC History Added to 124,469 84,877 0.61% 0.69% 444 +222 0.18% Q4 2025 Feb 17, 2026
Portland Global Advisors LLC History Reduced 123,770 84,401 9.06% 9.35% 445 -1,892 -1.51% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 354,325 84,331 1.07% 1.07% 446 -700 -0.2% Q4 2025 Jan 23, 2026
Amundi History Reduced 123,247 84,044 0.02% 0.12% 447 -425,221 -77.53% Q4 2025 Feb 17, 2026
Granger Management LLC History Reduced 122,825 84,002 22.2% 56.06% 448 -164,715 -57.28% Q4 2025 Feb 13, 2026
Capital International Investors History Added to 121,461 83,444 0.01% 0.01% 449 +38,454 46.33% Q4 2025 Feb 11, 2026
Mill Creek Capital Advisors, LLC History Reduced 121,185 82,638 1.68% 1.71% 450 -3,524 -2.83% Q4 2025 Feb 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 120,530 82,191 5.9% 5.75% 451 -2,306 -1.88% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 120,186 81,957 1.16% 0.92% 452 +6,627 5.84% Q4 2025 Feb 02, 2026
Venture Visionary Partners LLC History Reduced 119,881 81,749 2.66% 2.79% 453 -2,064 -1.69% Q4 2025 Feb 13, 2026
ALLIANZ SE History Added to 119,270 81,332 1.05% 1.63% 454 +4,133 3.59% Q4 2025 Feb 13, 2026
Haverford Trust Co History Added to 118,953 81,116 0.72% 0.69% 455 +3,414 2.95% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History Reduced 118,682 80,932 9.13% 9.01% 456 -1,122 -0.94% Q4 2025 Jan 21, 2026
Curi Capital, LLC History Added to 117,873 80,582 1.4% 1.44% 457 +87 0.07% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 117,971 80,446 3.56% 3.34% 458 -1,435 -1.2% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 117,774 80,312 1.51% 1.51% 459 -2,740 -2.27% Q4 2025 Feb 04, 2026
Keystone Financial Group History Reduced 117,643 80,222 5.93% 8.38% 460 -46,042 -28.13% Q4 2025 Feb 06, 2026
Evercore Wealth Management, LLC History Added to 116,548 79,476 1.16% 1.13% 461 +653 0.56% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 115,902 79,036 3.9% 0.55% 462 +101,940 730.12% Q4 2025 Jan 07, 2026
CSS LLC/IL History Reduced 115,846 78,997 3.51% 3.83% 463 -12,458 -9.71% Q4 2025 Feb 17, 2026
SYMMETRY PEAK MANAGEMENT LLC History Added to 115,800 78,966 20.92% 4.21% 464 +86,400 293.88% Q4 2025 Feb 17, 2026
Headland Capital, LLC History Added to 115,615 78,840 21.95% 21.54% 465 +417 0.36% Q4 2025 Jan 28, 2026
Mesirow Financial Investment Management, Inc. History Reduced 115,388 78,686 1.62% 1.61% 466 -19,579 -14.51% Q4 2025 Feb 05, 2026
Lepercq De Neuflize Asset Management LLC History No change 115,245 78,587 44.93% 44.3% 467 0 0.0% Q4 2025 Feb 20, 2026
Klingman & Associates, LLC History Reduced 115,228 78,576 3.79% 3.96% 468 -2,673 -2.27% Q4 2025 Jan 29, 2026
NTV ASSET MANAGEMENT LLC History Added to 114,425 78,028 8.26% 8.08% 469 +3,222 2.9% Q4 2025 Jan 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 113,418 77,342 0.96% 0.98% 470 +166 0.15% Q4 2025 Jan 29, 2026
Stratos Wealth Advisors, LLC History Reduced 113,077 77,109 3.72% 3.7% 471 -2,509 -2.17% Q4 2025 Jan 20, 2026
IFG Advisors, LLC History Reduced 112,980 77,043 12.82% 12.63% 472 -3,180 -2.74% Q4 2025 Jan 13, 2026
TSG Advice Partners, LLC History New 112,898 76,987 11.75% 473 +112,898 New Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Added to 112,610 76,791 0.49% 0.43% 474 +14,467 14.74% Q4 2025 Jan 27, 2026
SIG BROKERAGE, LP History Reduced 112,400 76,647 2.38% 6.69% 475 -235,600 -67.7% Q4 2025 Feb 17, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 111,299 75,897 5.69% 6.06% 476 -8,219 -6.88% Q4 2025 Feb 05, 2026
Eos Management, L.P. History No change 110,736 75,513 29.4% 29.1% 477 0 0.0% Q4 2025 Mar 12, 2026
Wernau Asset Management Inc. History Added to 110,148 75,112 40.64% 34.22% 478 +34,570 45.74% Q4 2025 Jan 21, 2026
Dakota Wealth Management History Added to 108,098 73,717 1.31% 1.33% 479 +8,734 8.79% Q4 2025 Jan 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 107,676 73,426 1.92% 1.93% 480 -19,608 -15.4% Q4 2025 Jan 23, 2026
Bawa N Mallick Trust History No change 107,400 73,238 27.2% 27.07% 481 0 0.0% Q4 2025 Mar 12, 2026
REICON WEALTH ADVISORS, LLC History New 107,326 73,187 52.99% 482 +107,326 New Q4 2025 Jan 30, 2026
Azarias Capital Management, L.P. History No change 106,461 72,597 31.78% 28.09% 483 0 0.0% Q4 2025 Jan 23, 2026
FIRST HORIZON CORP History Reduced 105,999 72,282 3.23% 3.37% 484 -1,451 -1.35% Q4 2025 Jan 27, 2026
Integrated Wealth Concepts LLC History Reduced 105,468 71,920 0.85% 1.35% 485 -121,787 -53.59% Q4 2025 Feb 13, 2026
FAYEZ SAROFIM & CO History Added to 105,052 71,636 0.17% 0.05% 486 +74,964 249.15% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 104,833 71,487 0.04% 0.43% 487 -928,133 -89.85% Q4 2025 Feb 13, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 104,447 71,432 13.72% 488 +104,447 New Q4 2025 Feb 13, 2026
NINE MASTS CAPITAL Ltd History Reduced 104,139 71,014 12.23% 1.04% 489 -115,861 -52.66% Q4 2025 Feb 10, 2026
OMERS ADMINISTRATION Corp History No change 103,835 70,797 0.5% 0.5% 490 0 0.0% Q4 2025 Feb 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 103,478 70,716 1.0% 1.18% 491 -11,314 -9.86% Q4 2025 Feb 17, 2026
LOCUST WOOD CAPITAL ADVISERS, LLC History Reduced 103,500 70,578 1.71% 7.86% 492 -369,000 -78.1% Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History Reduced 103,166 70,351 0.1% 0.1% 493 -1,624 -1.55% Q4 2025 Feb 10, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Added to 103,004 70,240 9.18% 8.72% 494 +2,800 2.79% Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Reduced 102,931 70,190 0.69% 0.92% 495 -809 -0.78% Q4 2025 Feb 10, 2026
CONNING INC. History Reduced 102,120 69,637 2.33% 2.29% 496 -1,207 -1.17% Q4 2025 Feb 05, 2026
Shepherd Financial Partners LLC History Reduced 101,817 69,430 6.43% 6.48% 497 -339 -0.33% Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History Added to 101,548 69,247 1.95% 1.0% 498 +50,107 97.41% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 100,765 68,716 0.42% 0.44% 499 -1,444 -1.41% Q4 2025 Jan 29, 2026
Crewe Advisors LLC History Reduced 100,755 68,706 6.09% 6.47% 500 -1,058 -1.04% Q4 2025 Jan 16, 2026
Marnell Management LLC History New 100,000 68,192 33.08% 502 +100,000 New Q4 2025 Feb 13, 2026
Edenbrook Capital, LLC History Added to 100,000 68,192 12.72% 9.78% 501 +14,000 16.28% Q4 2025 Feb 13, 2026
Chevy Chase Trust Holdings, LLC History Reduced 99,393 67,778 0.18% 0.18% 503 -1,460 -1.45% Q4 2025 Feb 13, 2026
Westshore Wealth, LLC History Reduced 99,378 67,767 22.42% 23.07% 504 -1,972 -1.95% Q4 2025 Feb 25, 2026
Allianz Asset Management GmbH History Reduced 99,000 67,510 0.07% 0.09% 505 -18,302 -15.6% Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 98,688 67,297 1.2% 1.29% 506 +2,015 2.08% Q4 2025 Jan 16, 2026
Prospera Financial Services Inc History Reduced 98,585 67,280 1.1% 1.17% 507 -4,723 -4.57% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 98,508 67,174 0.72% 0.83% 508 +16,087 19.52% Q4 2025 Jan 23, 2026
J.W. COLE ADVISORS, INC. History Reduced 124,844 67,162 1.63% 1.65% 509 -4,200 -3.25% Q4 2025 Feb 11, 2026
IFG Advisory, LLC History Added to 98,433 67,123 2.92% 2.75% 510 +7,552 8.31% Q4 2025 Feb 10, 2026
Canada Post Corp Registered Pension Plan History No change 98,414 67,110 2.56% 2.89% 511 0 0.0% Q4 2025 Feb 05, 2026
West Financial Advisors, LLC History Reduced 98,305 67,036 11.31% 11.51% 512 -6,249 -5.98% Q4 2025 Jan 13, 2026
LGL PARTNERS, LLC History Reduced 97,789 66,857 28.53% 28.13% 513 -1,080 -1.09% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 97,919 66,773 1.18% 1.41% 514 +3,369 3.56% Q4 2025 Feb 06, 2026
BARINGS LLC History Reduced 97,330 66,371 1.22% 1.46% 515 -17,455 -15.21% Q4 2025 Feb 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 96,948 66,110 0.81% 0.54% 516 +23,367 31.76% Q4 2025 Feb 02, 2026
Modera Wealth Management, LLC History Added to 96,613 65,882 0.76% 0.74% 517 +184 0.19% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 96,475 65,787 1.07% 0.9% 518 +30,292 45.77% Q4 2025 Mar 12, 2026
Performa Ltd (US), LLC History Reduced 96,375 65,720 16.68% 19.17% 519 -12,121 -11.17% Q4 2025 Feb 10, 2026
VANGUARD GROUP INC History Added to 95,456 65,093 0.0% 0.0% 520 +492 0.52% Q4 2025 Jan 29, 2026
Meridian Wealth Management, LLC History Added to 95,187 65,008 2.29% 2.35% 521 +3,096 3.36% Q4 2025 Feb 04, 2026
Allspring Global Investments Holdings, LLC History Added to 94,838 64,790 0.1% 0.04% 522 +60,687 177.7% Q4 2025 Jan 15, 2026
Orion Porfolio Solutions, LLC History Reduced 94,931 64,734 0.47% 0.61% 523 -23,969 -20.16% Q4 2025 Feb 12, 2026
USA FINANCIAL FORMULAS History Reduced 94,596 64,506 11.74% 11.4% 524 -2,564 -2.64% Q4 2025 Jan 14, 2026
IFP Advisors, Inc History Added to 94,572 64,490 1.45% 1.54% 525 +5,811 6.55% Q4 2025 Feb 06, 2026
Capital Management Associates, Inc History Added to 94,001 64,101 14.17% 10.79% 526 +34,061 56.83% Q4 2025 Jan 21, 2026
Cynosure Group, LLC History Reduced 93,921 64,046 6.51% 7.13% 527 -4,647 -4.71% Q4 2025 Feb 17, 2026
SAPIENT CAPITAL LLC History Reduced 92,352 63,594 0.89% 1.0% 528 -5,004 -5.14% Q4 2025 Feb 05, 2026
All Terrain Financial Advisors, LLC History Added to 93,152 63,522 14.69% 14.93% 529 +3,605 4.03% Q4 2025 Feb 11, 2026
CAPITAL ADVISORS INC/OK History Reduced 92,744 63,244 1.02% 1.06% 530 -12,048 -11.5% Q4 2025 Jan 15, 2026
Choate Investment Advisors History Added to 92,651 63,180 1.24% 1.26% 531 +1,300 1.42% Q4 2025 Feb 09, 2026
Federation des caisses Desjardins du Quebec History Added to 92,588 63,137 0.24% 0.22% 532 +7,154 8.37% Q4 2025 Feb 12, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History New 92,375 62,992 3.33% 533 +92,375 New Q4 2025 Feb 17, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 92,187 62,864 2.36% 2.24% 534 +2,971 3.33% Q4 2025 Feb 13, 2026
Legacy Wealth Management, LLC / MS History Added to 92,031 62,757 16.75% 17.39% 535 +5,318 6.13% Q4 2025 Jan 05, 2026
MSA Advisors, LLC History Reduced 91,379 62,313 15.6% 18.98% 536 -22,630 -19.85% Q4 2025 Feb 17, 2026
Phoenix Financial Ltd. History Reduced 91,196 62,286 0.68% 0.75% 537 -859 -0.93% Q4 2025 Feb 05, 2026
STOCK YARDS BANK & TRUST CO History Reduced 90,162 61,483 1.88% 1.91% 538 -1,431 -1.56% Q4 2025 Jan 21, 2026
Tidal Investments LLC History Added to 90,098 61,439 0.15% 0.06% 539 +42,289 88.45% Q4 2025 Feb 13, 2026
Duquesne Family Office LLC History No change 90,000 61,373 1.37% 1.48% 540 0 0.0% Q4 2025 Feb 17, 2026
CONTINENTAL ADVISORS LLC History Reduced 90,000 61,372 25.92% 26.52% 541 -2,000 -2.17% Q4 2025 Feb 12, 2026
Verus Advisory, Inc. History New 89,273 61,323 40.02% 542 +89,273 New Q4 2025 Feb 20, 2026
First Financial Bank - Trust Division History Reduced 89,724 61,184 5.03% 5.14% 543 -550 -0.61% Q4 2025 Jan 02, 2026
Granby Capital Management, LLC History No change 89,500 61,031 32.55% 31.66% 544 0 0.0% Q4 2025 Feb 17, 2026
Greenhouse Wealth Management, LLC History Reduced 88,997 60,689 35.89% 36.37% 545 -1,917 -2.11% Q4 2025 Jan 21, 2026
Modern Wealth Management, LLC History Reduced 110,926 60,524 1.1% 1.32% 546 -11,168 -9.15% Q4 2025 Feb 17, 2026
Advisor Resource Council History Added to 153,135 60,438 21.48% 37.62% 547 +111,316 266.19% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 88,555 60,387 0.06% 0.02% 548 +55,916 171.32% Q4 2025 Feb 13, 2026
180 GPS Investments IC Ltd History Added to 90,602 60,156 47.55% 19.84% 549 +39,334 76.72% Q4 2025 Feb 13, 2026
POTENTIA WEALTH History Reduced 88,079 60,063 22.01% 23.0% 550 -2,422 -2.68% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Added to 112,521 60,046 1.66% 1.65% 551 +1,518 1.37% Q4 2025 Jan 30, 2026
One River Asset Management, LLC History Added to 88,053 60,045 5.68% 8.3% 552 +42,402 92.88% Q4 2025 Jan 28, 2026
CUMBERLAND ADVISORS INC History Reduced 87,943 59,970 22.73% 23.24% 553 -2,950 -3.25% Q4 2025 Feb 02, 2026
Perigon Wealth Management, LLC History Reduced 87,926 59,958 1.07% 1.21% 554 -1,124 -1.26% Q4 2025 Jan 16, 2026
MATAURO, LLC History Added to 87,798 59,871 9.01% 9.04% 555 +2,376 2.78% Q4 2025 Jan 16, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 87,567 59,713 0.49% 0.41% 556 +321 0.37% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 87,518 59,680 0.03% 0.05% 557 -66,765 -43.27% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 87,292 59,526 2.88% 3.16% 558 +8,920 11.38% Q4 2025 Jan 28, 2026
Merit Financial Group, LLC History Added to 383,004 59,282 0.48% 0.52% 559 +10,214 2.74% Q4 2025 Jan 26, 2026
Keel Point, LLC History Added to 119,425 59,229 3.57% 3.83% 560 +781 0.66% Q4 2025 Feb 12, 2026
Marathon Trading Investment Management LLC History Added to 86,612 59,062 1.34% 0.54% 561 +74,737 629.36% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 86,355 58,913 1.72% 562 +86,355 New Q4 2025 Feb 13, 2026
Attessa Capital LLC History Added to 85,733 58,463 31.96% 31.58% 563 +5,290 6.58% Q4 2025 Jan 06, 2026
Maven Securities LTD History Added to 85,635 58,422 1.29% 0.47% 564 +57,197 201.13% Q4 2025 Feb 13, 2026
4Thought Financial Group Inc. History Added to 85,587 58,363 28.9% 27.78% 565 +3,097 3.75% Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History Added to 85,537 58,329 1.18% 1.22% 566 +4,644 5.74% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Added to 85,488 58,296 1.41% 1.35% 567 +2,637 3.18% Q4 2025 Feb 13, 2026
Lazard Freres Gestion S.A.S. History Added to 85,013 57,972 1.04% 0.88% 568 +15,827 22.88% Q4 2025 Feb 06, 2026
Waldron Private Wealth LLC History Reduced 84,986 57,953 2.29% 2.32% 569 -982 -1.14% Q4 2025 Jan 14, 2026
AUA CAPITAL MANAGEMENT, LLC History Added to 84,643 57,719 28.95% 30.71% 570 +2,493 3.03% Q4 2025 Jan 23, 2026
Holocene Advisors, LP History Added to 84,533 57,644 0.12% 0.08% 571 +33,138 64.48% Q4 2025 Feb 17, 2026
Apella Capital, LLC History Added to 84,439 57,580 1.14% 1.17% 572 +5,194 6.55% Q4 2025 Jan 21, 2026
Gladstone Institutional Advisory LLC History Added to 84,268 57,464 2.17% 2.06% 573 +3,867 4.81% Q4 2025 Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 83,940 57,414 1.19% 1.15% 574 +73,940 739.4% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 84,151 57,384 2.11% 1.97% 575 +6,946 9.0% Q4 2025 Jan 21, 2026
MIO Partners, Inc. History New 84,090 57,342 12.9% 576 +84,090 New Q4 2025 Jan 28, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 82,756 56,597 1.62% 1.61% 577 +491 0.6% Q4 2025 Feb 13, 2026
Fiduciary Alliance LLC History Reduced 82,514 56,267 3.68% 3.7% 578 -415 -0.5% Q4 2025 Jan 22, 2026
SPX Gestao de Recursos Ltda History New 81,424 55,524 5.67% 579 +81,424 New Q4 2025 Feb 13, 2026
Dean, Jacobson Financial Services, LLC History Added to 81,156 55,341 35.11% 38.91% 580 +758 0.94% Q4 2025 Feb 03, 2026
Nicholas Hoffman & Company, LLC. History Reduced 80,759 55,071 1.28% 1.35% 581 -3,103 -3.7% Q4 2025 Feb 02, 2026
Krane Funds Advisors LLC History Added to 80,400 54,826 1.78% 1.04% 582 +25,000 45.13% Q4 2025 Feb 11, 2026
Black Swift Group, LLC History Added to 90,179 54,692 9.12% 10.54% 583 +429 0.48% Q4 2025 Feb 10, 2026
FIRST NATIONAL TRUST CO History Reduced 79,855 54,454 1.82% 1.84% 584 -968 -1.2% Q4 2025 Feb 09, 2026
Northwest & Ethical Investments L.P. History Added to 79,500 54,212 1.22% 0.76% 585 +31,100 64.26% Q4 2025 Feb 17, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 79,130 53,960 3.8% 3.89% 586 +2,330 3.03% Q4 2025 Jan 14, 2026
Golden State Wealth Management, LLC History Reduced 78,690 53,660 5.67% 5.9% 587 -1,531 -1.91% Q4 2025 Feb 13, 2026
Embree Financial Group History Reduced 78,460 53,503 6.56% 7.53% 588 -5,842 -6.93% Q4 2025 Jan 14, 2026
WCG Wealth Advisors LLC History Added to 78,296 53,391 1.5% 0.87% 589 +57,460 275.77% Q4 2025 Feb 10, 2026
Wilmington Savings Fund Society, FSB History Added to 78,148 53,290 1.25% 1.24% 590 +1,066 1.38% Q4 2025 Feb 12, 2026
Aspen Grove Capital, LLC History Added to 77,850 53,246 9.23% 8.72% 591 +234 0.3% Q4 2025 Feb 17, 2026
Arvest Bank Trust Division History Reduced 77,977 53,174 2.88% 2.93% 592 -1,427 -1.8% Q4 2025 Feb 09, 2026
Chicago Partners Investment Group LLC History Added to 76,931 53,023 1.31% 1.37% 593 +685 0.9% Q4 2025 Jan 28, 2026
Ripple Effect Asset Management LP History Added to 77,500 52,848 15.14% 6.51% 594 +27,500 55.0% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 77,433 52,803 0.77% 0.78% 595 -621 -0.8% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History Added to 77,378 52,765 0.81% 0.81% 596 +144 0.19% Q4 2025 Jan 20, 2026
Composition Wealth, LLC History Added to 76,768 52,349 0.75% 0.69% 597 +8,085 11.77% Q4 2025 Feb 02, 2026
Galilei Investment Office LLP History Reduced 76,730 52,323 24.65% 24.87% 598 -925 -1.19% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 76,388 52,240 1.1% 1.02% 599 +12,111 18.84% Q4 2025 Jan 28, 2026
Clearbridge Investments, LLC History Added to 76,543 52,196 0.04% 0.0% 600 +72,110 1626.66% Q4 2025 Feb 11, 2026
WealthCare Asset Management, LLC History New 78,077 52,190 33.0% 601 +78,077 New Q4 2025 Feb 17, 2026
KALEIDOSCOPE CAPITAL LP History Added to 76,346 52,061 19.89% 14.49% 602 +224 0.29% Q4 2025 Feb 13, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 76,078 51,879 3.39% 3.5% 603 -795 -1.03% Q4 2025 Jan 23, 2026
Simmons Bank History Reduced 76,067 51,871 3.47% 3.47% 604 -2,134 -2.73% Q4 2025 Feb 05, 2026
Virtue Capital Management, LLC History Added to 75,887 51,843 7.99% 0.22% 605 +62,671 474.21% Q4 2025 Feb 18, 2026
Seven Post Investment Office LP History Added to 75,639 51,579 18.44% 18.04% 606 +440 0.59% Q4 2025 Jan 29, 2026
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT History Reduced 75,420 51,453 100.0% 100.0% 607 -226,296 -75.0% Q4 2025 Jan 07, 2026
Arkos Global Advisors History Reduced 75,033 51,167 6.54% 6.85% 608 -5,728 -7.09% Q4 2025 Feb 13, 2026
SCOGGIN MANAGEMENT LP History Reduced 75,000 51,144 7.85% 15.64% 609 -75,000 -50.0% Q4 2025 Feb 17, 2026
Unisphere Establishment History New 75,000 51,144 0.38% 610 +75,000 New Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 74,859 51,135 0.44% 0.81% 611 -59,536 -44.3% Q4 2025 Feb 03, 2026
Frank, Rimerman Advisors LLC History Added to 74,932 51,097 3.24% 3.18% 612 +419 0.56% Q4 2025 Jan 15, 2026
Rathbones Group PLC History Reduced 74,698 50,938 0.2% 0.2% 613 -473 -0.63% Q4 2025 Feb 06, 2026
King Wealth Management Group History Added to 74,004 50,465 6.08% 6.1% 614 +1,113 1.53% Q4 2025 Feb 09, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 73,933 50,416 3.66% 4.95% 615 -21,232 -22.31% Q4 2025 Feb 09, 2026
MGO ONE SEVEN LLC History Added to 73,755 50,295 1.03% 0.98% 616 +9,937 15.57% Q4 2025 Feb 03, 2026
Lebenthal Global Advisors, LLC History Added to 73,562 50,163 7.74% 6.84% 617 +14,841 25.27% Q4 2025 Jan 28, 2026
Anchor Capital Management Group Inc History Reduced 57,000 49,963 25.29% 25.29% 618 -18,000 -24.0% Q4 2025 Feb 20, 2026
FreeGulliver LLC History Added to 73,232 49,938 18.38% 3.48% 619 +61,494 523.89% Q4 2025 Feb 12, 2026
Systematic Alpha Investments, LLC History Reduced 72,970 49,759 1.55% 1.65% 620 -2,200 -2.93% Q4 2025 Feb 12, 2026
FIL Ltd History Reduced 72,896 49,709 0.04% 0.05% 621 -31,198 -29.97% Q4 2025 Feb 17, 2026
J.Safra Asset Management Corp History Added to 72,526 49,456 2.59% 2.6% 622 +8,175 12.7% Q4 2025 Feb 11, 2026
Advisors Capital Management, LLC History Added to 72,424 49,387 0.58% 0.18% 623 +50,108 224.54% Q4 2025 Jan 29, 2026
Allie Family Office LLC History Reduced 72,298 49,374 23.06% 23.01% 624 -493 -0.68% Q4 2025 Feb 13, 2026
ELEMENT POINTE ADVISORS, LLC History Added to 72,316 49,313 9.53% 10.24% 625 +180 0.25% Q4 2025 Feb 13, 2026
Commonwealth Financial Services, LLC History Added to 72,220 49,248 8.12% 8.05% 626 +1,604 2.27% Q4 2025 Feb 06, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 71,881 49,017 4.13% 3.95% 627 +2,328 3.35% Q4 2025 Jan 15, 2026
Kovack Advisors, Inc. History Added to 71,872 49,010 2.28% 2.56% 628 +31,118 76.36% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Reduced 71,255 48,590 0.9% 0.92% 629 -1,975 -2.7% Q4 2025 Jan 23, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 70,380 47,993 8.14% 8.14% 630 -1,083 -1.52% Q4 2025 Jan 27, 2026
SCHARF INVESTMENTS, LLC History Added to 70,284 47,932 1.29% 0.4% 631 +46,409 194.38% Q4 2025 Jan 15, 2026
Crestwood Advisors Group, LLC History Added to 70,089 47,795 0.8% 0.68% 632 +9,719 16.1% Q4 2025 Feb 03, 2026
Archon Partners LLC History No change 70,000 47,734 4.99% 4.96% 633 0 0.0% Q4 2025 Feb 17, 2026
Wallace Hart LLC History Added to 69,647 47,493 35.0% 33.64% 634 +1,001 1.46% Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 69,092 47,115 2.22% 2.32% 635 -11,083 -13.82% Q4 2025 Jan 21, 2026
DCF Advisers, LLC History New 69,000 47,052 12.62% 636 +69,000 New Q4 2025 Feb 11, 2026
Beacon Bank & Trust History Reduced 68,979 47,038 9.54% 10.15% 637 -1,797 -2.54% Q4 2025 Feb 17, 2026
Intrua Financial, LLC History Reduced 68,956 47,022 4.96% 7.06% 638 -28,564 -29.29% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Reduced 68,609 46,923 0.81% 0.86% 639 -25,142 -26.82% Q4 2025 Feb 17, 2026
Kera Capital Partners, Inc. History Added to 67,601 46,777 5.77% 6.46% 640 +2,903 4.49% Q4 2025 Feb 23, 2026
Clear Harbor Asset Management, LLC History Reduced 68,492 46,706 3.16% 3.6% 641 -9,371 -12.04% Q4 2025 Feb 10, 2026
PINKERTON WEALTH, LLC History Reduced 68,472 46,692 4.79% 5.04% 642 -1,904 -2.71% Q4 2025 Feb 06, 2026
CONNORS INVESTOR SERVICES INC History Reduced 68,249 46,540 4.01% 4.05% 643 -3,142 -4.4% Q4 2025 Feb 09, 2026
WASHINGTON GROWTH STRATEGIES LLC History Added to 67,965 46,346 29.96% 31.27% 644 +2,131 3.24% Q4 2025 Jan 26, 2026
AXA S.A. History No change 67,929 46,322 21.92% 22.69% 645 0 0.0% Q4 2025 Feb 13, 2026
Atlantic Private Wealth, LLC History Reduced 67,846 46,265 29.58% 30.18% 646 -2,287 -3.26% Q4 2025 Feb 11, 2026
Perbak Capital Partners LLP History Added to 67,756 46,204 14.1% 6.1% 647 +15,735 30.25% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History Added to 67,688 46,157 4.74% 4.79% 648 +979 1.47% Q4 2025 Jan 29, 2026
IPG Investment Advisors LLC History Added to 67,182 45,946 8.05% 7.53% 649 +3,933 6.22% Q4 2025 Feb 09, 2026
Kozak & Associates, Inc. History Reduced 66,020 45,822 8.85% 9.06% 650 -3,066 -4.44% Q4 2025 Jan 12, 2026
Verger Capital Management LLC History Added to 67,039 45,715 13.53% 13.0% 651 +6,898 11.47% Q4 2025 Feb 02, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 66,897 45,618 0.24% 0.22% 652 +9,176 15.9% Q4 2025 Feb 13, 2026
Lutz Financial Services LLC History Reduced 66,871 45,600 3.1% 3.36% 653 -2,844 -4.08% Q4 2025 Feb 06, 2026
Purpose Unlimited Inc. History New 66,613 45,424 2.08% 654 +66,613 New Q4 2025 Mar 20, 2026
Midwest Professional Planners, LTD. History Added to 66,446 45,310 10.73% 10.3% 655 +3,078 4.86% Q4 2025 Feb 06, 2026
Proficio Capital Partners LLC History Added to 66,344 45,185 3.17% 2.66% 656 +8,172 14.05% Q4 2025 Feb 12, 2026
Pitcairn Wealth Advisors LLC History New 66,172 45,123 4.06% 657 +66,172 New Q4 2025 Feb 13, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 65,902 45,071 8.85% 9.02% 658 0 0.0% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History Added to 66,042 45,036 0.5% 0.48% 659 +2,605 4.11% Q4 2025 Feb 02, 2026
DLD Asset Management, LP History Reduced 65,866 44,910 3.32% 6.8% 660 -75,434 -53.39% Q4 2025 Feb 13, 2026
Wealthstar Advisors, LLC History Added to 65,290 44,522 19.6% 0.67% 661 +62,751 2471.48% Q4 2025 Jan 30, 2026
Thoma Capital Management LLC History Added to 64,997 44,323 25.53% 22.49% 662 +6,221 10.58% Q4 2025 Jan 08, 2026
Tyche Wealth Partners LLC History Added to 64,775 44,171 7.01% 7.04% 663 +4,528 7.52% Q4 2025 Jan 23, 2026
North Star Investment Management Corp. History Reduced 64,644 44,082 2.77% 2.81% 664 -896 -1.37% Q4 2025 Jan 30, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 64,519 43,996 3.94% 3.93% 665 -2,571 -3.83% Q4 2025 Jan 30, 2026
Socha Financial Group, LLC History Reduced 64,505 43,987 21.46% 28.47% 666 -36,678 -36.25% Q4 2025 Jan 30, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 64,312 43,855 6.94% 7.98% 667 -9,456 -12.82% Q4 2025 Feb 02, 2026
Madison Asset Management, LLC History Reduced 64,038 43,668 0.5% 0.49% 668 -2,458 -3.7% Q4 2025 Feb 04, 2026
Lanham O'Dell & Company, Inc. History Added to 63,811 43,513 12.53% 11.99% 669 +7,304 12.93% Q4 2025 Jan 12, 2026
Anfield Capital Management, LLC History Reduced 63,806 43,510 13.72% 13.61% 670 -5,608 -8.08% Q4 2025 Feb 03, 2026
CENTAURUS FINANCIAL, INC. History Added to 63,437 43,259 1.98% 1.9% 671 +2,553 4.19% Q4 2025 Feb 13, 2026
Curtis Advisory Group, LLC History Reduced 63,429 43,253 9.07% 9.61% 672 -175 -0.28% Q4 2025 Jan 23, 2026
GUIDANCE CAPITAL, INC History Reduced 62,740 43,226 10.56% 11.13% 673 -201 -0.32% Q4 2025 Jan 23, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History Reduced 63,010 42,967 23.65% 23.54% 674 -239 -0.38% Q4 2025 Jan 22, 2026
SNS Financial Group, LLC History Reduced 62,555 42,786 3.68% 3.8% 675 -2,930 -4.47% Q4 2025 Feb 02, 2026
Lifestyle Asset Management, Inc. History Added to 62,681 42,743 13.9% 12.71% 676 +6,788 12.14% Q4 2025 Feb 11, 2026
Chesley Taft & Associates LLC History Added to 62,656 42,726 1.69% 1.59% 677 +6,502 11.58% Q4 2025 Jan 14, 2026
Aviso Financial Inc. History Added to 61,959 42,247 1.61% 1.13% 678 +20,375 49.0% Q4 2025 Feb 13, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Added to 61,903 42,212 7.91% 5.65% 679 +10,409 20.21% Q4 2025 Feb 12, 2026
VestGen Advisors, LLC History Reduced 61,838 42,168 1.79% 3.97% 680 -116,956 -65.41% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Added to 61,799 42,142 0.73% 0.68% 681 +4,465 7.79% Q4 2025 Jan 22, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 61,734 42,097 0.71% 0.88% 682 -20,114 -24.57% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 61,603 42,008 0.02% 0.02% 683 -1,164 -1.85% Q4 2025 Feb 02, 2026
Financial Partners Group, Inc History Added to 60,708 42,008 4.86% 4.95% 684 +1,040 1.74% Q4 2025 Feb 03, 2026
Caldwell Trust Co History Reduced 61,602 42,007 3.73% 3.86% 685 -447 -0.72% Q4 2025 Jan 30, 2026
Verdence Capital Advisors LLC History Reduced 61,431 41,890 2.48% 2.54% 686 -2,919 -4.54% Q4 2025 Jan 29, 2026
Tiller Private Wealth, Inc. History Reduced 61,198 41,731 14.85% 15.07% 687 -2,387 -3.75% Q4 2025 Jan 14, 2026
Trinity Financial Advisors LLC History Reduced 61,007 41,723 11.67% 12.17% 688 -2,066 -3.28% Q4 2025 Jan 13, 2026
GM Advisory Group, LLC History Added to 60,987 41,588 1.63% 1.2% 689 +18,541 43.68% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 60,769 41,561 1.01% 1.04% 690 +930 1.55% Q4 2025 Jan 29, 2026
Wealth Advisory Solutions, LLC History Reduced 60,690 41,385 9.65% 9.81% 691 -100 -0.16% Q4 2025 Jan 16, 2026
Argent Trust Co History Added to 60,503 41,258 1.41% 1.4% 692 +1,230 2.08% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Reduced 60,475 41,241 1.0% 1.41% 693 -23,844 -28.28% Q4 2025 Feb 17, 2026
CAMBIENT FAMILY OFFICE, LLC History New 60,211 41,178 5.88% 694 +60,211 New Q4 2025 Feb 20, 2026
ASSOCIATED BANC-CORP History Reduced 60,199 41,050 1.05% 1.07% 695 -547 -0.9% Q4 2025 Feb 06, 2026
Orchard Capital Management, LLC History No change 60,000 40,915 35.51% 34.54% 696 0 0.0% Q4 2025 Feb 12, 2026
ASPIRIANT, LLC History Reduced 59,832 40,800 1.17% 1.23% 697 -597 -0.99% Q4 2025 Jan 20, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 59,756 40,748 13.42% 13.42% 698 -561 -0.93% Q4 2025 Jan 27, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 59,350 40,471 0.09% 0.1% 699 -3,125 -5.0% Q4 2025 Feb 17, 2026
Humankind Investments LLC History No change 59,140 40,328 18.09% 9.02% 700 0 0.0% Q4 2025 Feb 17, 2026
HANOVER ADVISORS INC History Reduced 59,094 40,297 15.65% 15.35% 701 -272 -0.46% Q4 2025 Feb 17, 2026
Wilkerson Advisory Group LLC History New 58,991 40,227 14.17% 702 +58,991 New Q4 2025 Feb 13, 2026
Johnson Financial Group, Inc. History Added to 58,745 40,176 1.5% 1.43% 703 +1,519 2.65% Q4 2025 Feb 12, 2026
Spire Wealth Management History Reduced 58,788 40,088 1.34% 1.43% 704 -4,217 -6.69% Q4 2025 Jan 14, 2026
Northeast Financial Group, Inc. History Added to 58,780 40,085 9.07% 7.23% 705 +15,178 34.81% Q4 2025 Feb 17, 2026
MTC Wealth Management LLC History Reduced 58,688 40,020 18.78% 18.79% 706 -1,887 -3.12% Q4 2025 Jan 15, 2026
ADIRONDACK TRUST CO History Reduced 58,676 40,011 13.16% 13.26% 707 -665 -1.12% Q4 2025 Jan 08, 2026
Evansbrook LLC History New 58,475 39,875 26.67% 708 +58,475 New Q4 2025 Feb 19, 2026
Retirement Planning Group, LLC History Added to 58,397 39,821 1.31% 1.25% 709 +4,148 7.65% Q4 2025 Feb 03, 2026
James J. Burns & Company, LLC History Added to 58,382 39,812 5.49% 4.89% 710 +9,154 18.6% Q4 2025 Jan 23, 2026
OneDigital Investment Advisors LLC History Reduced 62,498 39,787 0.39% 0.43% 711 -8,762 -12.3% Q4 2025 Feb 13, 2026
Navigation Wealth Management, Inc. History Reduced 58,347 39,787 59.09% 61.7% 712 -4,683 -7.43% Q4 2025 Jan 29, 2026
K2 PRINCIPAL FUND, L.P. History New 58,200 39,687 3.2% 713 +58,200 New Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 57,943 39,512 0.03% 0.02% 714 +25,018 75.98% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 57,898 39,482 1.15% 1.16% 715 +4,593 8.62% Q4 2025 Feb 12, 2026
BANK HAPOALIM BM History Reduced 57,777 39,399 3.42% 4.79% 716 -683 -1.17% Q4 2025 Feb 17, 2026
TCV Trust & Wealth Management, Inc. History Added to 57,672 39,327 3.18% 2.97% 717 +4,428 8.32% Q4 2025 Jan 23, 2026
Calamos Wealth Management LLC History Reduced 57,654 39,290 1.35% 1.49% 718 -4,661 -7.48% Q4 2025 Jan 29, 2026
Union Bancaire Privee, UBP SA History Added to 55,647 39,256 0.47% 0.5% 719 +5,406 10.76% Q4 2025 Jan 05, 2026
Marex Group plc History Added to 57,381 39,129 0.25% 0.16% 720 +23,494 69.33% Q4 2025 Feb 12, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 57,232 39,028 15.27% 15.48% 721 +33 0.06% Q4 2025 Jan 27, 2026
TIG Advisors, LLC History Added to 57,198 38,998 1.81% 2.26% 722 +159 0.28% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 57,054 38,906 0.96% 0.94% 723 +2,926 5.41% Q4 2025 Feb 09, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 57,015 38,879 1.45% 1.51% 724 +153 0.27% Q4 2025 Feb 13, 2026
Capital Wealth Planning, LLC History Added to 57,003 38,871 0.25% 0.26% 725 +2,212 4.04% Q4 2025 Feb 11, 2026
SFG Wealth Management, LLC. History Reduced 56,997 38,867 15.27% 27.39% 726 -37,934 -39.96% Q4 2025 Feb 03, 2026
Hapanowicz & Associates Financial Services, Inc History Added to 56,967 38,847 15.22% 17.25% 727 +884 1.58% Q4 2025 Feb 11, 2026
CULLINAN ASSOCIATES INC History Added to 56,861 38,774 2.63% 2.37% 728 +2,194 4.01% Q4 2025 Jan 30, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 56,575 38,579 0.27% 0.19% 729 +13,463 31.23% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Added to 56,524 38,544 5.25% 5.21% 730 +308 0.55% Q4 2025 Feb 13, 2026
Hibernia Wealth Partners, LLC History Added to 56,352 38,439 11.57% 12.47% 731 +27,137 92.89% Q4 2025 Feb 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 56,367 38,438 9.24% 9.27% 732 -1,012 -1.76% Q4 2025 Jan 29, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 56,275 38,375 0.29% 0.29% 733 -319 -0.56% Q4 2025 Jan 29, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 56,243 38,353 0.16% 0.16% 734 -2,586 -4.4% Q4 2025 Feb 09, 2026
WELCH & FORBES LLC History Added to 56,158 38,295 0.46% 0.32% 735 +15,846 39.31% Q4 2025 Feb 10, 2026
HMS Capital Management, LLC History Reduced 56,110 38,262 15.83% 15.35% 736 -24,247 -30.17% Q4 2025 Jan 16, 2026
Kellett Wealth Advisors, LLC History Added to 56,074 38,238 21.84% 22.35% 737 +477 0.86% Q4 2025 Jan 23, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 56,000 38,187 0.02% 0.04% 738 -50,000 -47.17% Q4 2025 Jan 23, 2026
PROFFITT & GOODSON INC History Reduced 55,932 38,141 5.32% 5.48% 739 -1,424 -2.48% Q4 2025 Jan 27, 2026
McAlister, Sweet & Associates, Inc. History Reduced 55,895 38,115 28.94% 35.61% 740 -25,050 -30.95% Q4 2025 Jan 02, 2026
Cercano Management LLC History Added to 55,788 38,042 1.44% 1.33% 741 +3,601 6.9% Q4 2025 Feb 10, 2026
Capasso Planning Partners LLC History Reduced 55,703 37,984 20.81% 23.59% 742 -2,031 -3.52% Q4 2025 Feb 17, 2026
SHERMAN PORFOLIOS, LLC History Added to 55,483 37,834 2.58% 4.36% 743 +37,172 203.0% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 55,213 37,748 2.08% 1.9% 744 +8,684 18.66% Q4 2025 Feb 17, 2026
McElhenny Sheffield Capital Management, LLC History Reduced 55,316 37,721 9.18% 9.2% 745 -2,988 -5.12% Q4 2025 Jan 21, 2026
Mechanics Bank Trust Department History Reduced 55,202 37,643 4.93% 5.18% 746 -217 -0.39% Q4 2025 Jan 14, 2026
Compound Planning, Inc. History Added to 55,110 37,580 1.1% 0.64% 747 +25,220 84.38% Q4 2025 Feb 19, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 54,689 37,293 0.21% 0.2% 748 +3,464 6.76% Q4 2025 Feb 11, 2026
ADAR1 Capital Management, LLC History Reduced 54,684 37,290 2.74% 6.27% 749 -45,500 -45.42% Q4 2025 Feb 18, 2026
Swiss Life Asset Management Ltd History New 54,600 37,232 0.19% 750 +54,600 New Q4 2025 Feb 04, 2026
Dorsey & Whitney Trust CO LLC History Reduced 54,297 37,026 1.96% 1.91% 751 -43 -0.08% Q4 2025 Feb 11, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 54,243 36,989 3.16% 2.65% 752 +26,899 98.37% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Added to 123,974 36,904 1.23% 1.11% 753 +10,970 9.71% Q4 2025 Feb 06, 2026
Safeguard Investment Advisory Group, LLC History Reduced 54,027 36,842 9.42% 9.59% 754 -3,993 -6.88% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Added to 53,867 36,732 1.28% 1.27% 755 +235 0.44% Q4 2025 Jan 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 53,556 36,621 4.11% 4.11% 756 -235 -0.44% Q4 2025 Jan 22, 2026
Crescent Grove Advisors, LLC History Reduced 53,212 36,392 3.38% 3.73% 757 -5,579 -9.49% Q4 2025 Feb 11, 2026
Kingsview Wealth Management, LLC History Added to 53,318 36,358 0.52% 0.39% 758 +15,167 39.76% Q4 2025 Feb 09, 2026
Prosperity Consulting Group, LLC History Added to 53,253 36,314 1.63% 1.69% 759 +1,877 3.65% Q4 2025 Feb 17, 2026
OAKMONT Corp History Added to 53,241 36,306 6.28% 6.17% 760 +1,415 2.73% Q4 2025 Jan 20, 2026
CoreCap Advisors, LLC History Reduced 53,166 36,254 1.27% 1.31% 761 -1,036 -1.91% Q4 2025 Jan 13, 2026
Roth Financial Partners LLC History Reduced 53,079 36,215 11.95% 11.97% 762 -269 -0.5% Q4 2025 Jan 29, 2026
GREENBERG FINANCIAL GROUP History New 53,028 36,173 14.89% 763 +53,028 New Q4 2025 Jan 22, 2026
DRW Securities, LLC History Reduced 53,000 36,141 0.96% 1.22% 764 -47,123 -47.07% Q4 2025 Feb 12, 2026
Capital World Investors History Added to 52,566 36,113 0.0% 0.0% 765 +10,917 26.21% Q4 2025 Feb 11, 2026
Capital Group Private Client Services, Inc. History Added to 52,676 35,921 0.57% 0.58% 766 +344 0.66% Q4 2025 Feb 11, 2026
Bridgewater Advisors Inc. History Reduced 52,390 35,908 2.33% 2.44% 767 -68 -0.13% Q4 2025 Jan 23, 2026
Callan Family Office, LLC History Added to 52,590 35,862 0.77% 1.08% 768 +1,487 2.91% Q4 2025 Feb 12, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 52,547 35,833 0.71% 0.71% 769 -1,019 -1.9% Q4 2025 Feb 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 52,480 35,787 1.97% 1.89% 770 +2,294 4.57% Q4 2025 Feb 13, 2026
Constant Guidance Financial LLC History Added to 52,403 35,734 25.14% 24.91% 771 +5,564 11.88% Q4 2025 Feb 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 52,196 35,593 0.18% 0.17% 772 +2,472 4.97% Q4 2025 Feb 10, 2026
Avestar Capital, LLC History Reduced 52,067 35,505 2.3% 2.99% 773 -16,432 -23.99% Q4 2025 Feb 10, 2026
Capital Investment Advisors, LLC History Reduced 52,017 35,471 0.54% 0.58% 774 -688 -1.31% Q4 2025 Jan 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 51,781 35,310 2.43% 2.68% 775 -1,740 -3.25% Q4 2025 Feb 02, 2026
Curated Wealth Partners LLC History Added to 51,774 35,305 3.82% 4.16% 776 +141 0.27% Q4 2025 Jan 12, 2026
Ironsides Asset Advisors, LLC History Added to 51,627 35,205 8.92% 8.86% 777 +25 0.05% Q4 2025 Feb 12, 2026
FARMERS TRUST CO History Reduced 51,542 35,147 5.73% 7.08% 778 -10,159 -16.46% Q4 2025 Jan 06, 2026
Granite FO LLC History Reduced 51,542 35,147 18.75% 18.79% 779 -398 -0.77% Q4 2025 Feb 06, 2026
Clarity Wealth Advisors, LLC History Added to 51,485 35,108 7.16% 7.52% 780 +258 0.5% Q4 2025 Jan 23, 2026
DIVERSIFIED MANAGEMENT INC History New 51,436 35,074 8.19% 781 +51,436 New Q4 2025 Jan 26, 2026
First Heartland Consultants, Inc. History Reduced 51,325 34,999 2.65% 2.82% 782 -1,216 -2.31% Q4 2025 Jan 09, 2026
Momentum Wealth Planning, LLC History Reduced 51,051 34,914 27.24% 26.74% 783 -385 -0.75% Q4 2025 Jan 28, 2026
Western Wealth Management, LLC History Added to 50,782 34,629 1.6% 1.75% 784 +903 1.81% Q4 2025 Feb 05, 2026
BIRINYI ASSOCIATES INC History Reduced 50,769 34,620 8.66% 9.01% 785 -2,167 -4.09% Q4 2025 Feb 10, 2026
BOSTON FAMILY OFFICE LLC History Added to 50,693 34,568 2.19% 2.08% 786 +1,701 3.47% Q4 2025 Feb 13, 2026
Wind River Trust Co History Reduced 50,618 34,517 12.89% 12.63% 787 -655 -1.28% Q4 2025 Feb 05, 2026
Marmo Financial Group, LLC History Reduced 50,600 34,505 16.33% 16.6% 788 -851 -1.65% Q4 2025 Feb 03, 2026
NBC SECURITIES, INC. History Added to 50,529 34,457 2.58% 2.52% 789 +1,430 2.91% Q4 2025 Jan 29, 2026
Vestmark Advisory Solutions, Inc. History Added to 50,505 34,440 0.46% 0.11% 790 +41,909 487.54% Q4 2025 Feb 06, 2026
MKT Advisors LLC History Reduced 49,981 34,372 11.73% 12.7% 791 -1,067 -2.09% Q4 2025 Jan 08, 2026
Sanchez Wealth Management Group History Reduced 50,291 34,293 7.33% 8.05% 792 -4,148 -7.62% Q4 2025 Feb 04, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 50,283 34,288 2.16% 2.2% 793 -607 -1.19% Q4 2025 Feb 17, 2026
GQG Partners LLC History Added to 50,058 34,138 0.06% 0.02% 794 +32,722 188.75% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 59,475 34,114 0.59% 0.6% 795 +9,005 17.84% Q4 2025 Feb 19, 2026
Anson Funds Management LP History New 50,000 34,096 3.21% 798 +50,000 New Q4 2025 Feb 17, 2026
DG Capital Management, LLC History New 50,000 34,096 14.96% 799 +50,000 New Q4 2025 Feb 13, 2026
Kore Advisors LP History New 50,000 34,096 24.92% 801 +50,000 New Q4 2025 Feb 13, 2026
Murchinson Ltd. History Reduced 50,000 34,096 5.49% 8.24% 800 -47,500 -48.72% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Added to 50,000 34,096 0.11% 0.03% 797 +34,770 228.3% Q4 2025 Feb 11, 2026