SELECT SECTOR SPDR TRUST - XLC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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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Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 44,904,254 5,286,128 0.38% 0.36% 1 -178,239 -0.4% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 10,602,777 1,248,159 0.08% 0.08% 2 -183,258 -1.7% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 7,900,088 929,998 0.06% 0.06% 3 +2,935 0.04% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 7,491,358 881,882 0.16% 0.16% 4 +245,414 3.39% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 6,450,054 759,300 0.23% 0.23% 5 -269,580 -4.01% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Added to 5,768,478 679,065 0.21% 0.2% 6 +473,363 8.94% Q4 2025 Feb 18, 2026
LPL Financial LLC History Reduced 5,245,435 617,492 0.17% 0.21% 7 -847,064 -13.9% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Reduced 4,938,294 581,336 0.66% 0.94% 8 -4,334 -0.09% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 4,392,064 517,033 0.12% 0.13% 9 -656,828 -13.01% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 3,921,396 461,651 0.1% 0.11% 10 -132,054 -3.26% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 3,888,540 457,758 0.07% 0.07% 11 -1,565 -0.04% Q4 2025 Jan 29, 2026
TRUIST FINANCIAL CORP History Reduced 3,510,771 413,287 0.55% 0.57% 12 -66,741 -1.87% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Reduced 3,350,960 394,475 0.9% 0.97% 13 -97,473 -2.83% Q4 2025 Feb 11, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 3,332,520 392,304 4.53% 2.95% 14 +1,441,971 76.27% Q4 2025 Feb 10, 2026
Main Management ETF Advisors, LLC History Added to 3,124,023 367,760 13.11% 13.35% 15 +78,308 2.57% Q4 2025 Feb 10, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 2,791,284 328,590 2.82% 3.39% 16 +129,811 4.88% Q4 2025 Jan 28, 2026
WestEnd Advisors, LLC History Reduced 2,785,737 327,939 7.64% 8.08% 17 -133,396 -4.57% Q4 2025 Jan 27, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,413,392 284,104 0.04% 0.05% 18 -241,858 -9.11% Q4 2025 Feb 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History New 1,681,039 197,891 1.03% — 19 +1,681,039 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,635,987 192,588 0.09% 0.07% 20 +477,425 41.21% Q4 2025 Feb 10, 2026
PGIM Custom Harvest LLC History Reduced 1,564,101 184,125 2.72% 2.85% 21 -33,816 -2.12% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 1,549,512 182,408 0.02% 0.02% 22 +26,832 1.76% Q4 2025 Mar 25, 2026
ROYAL BANK OF CANADA History New 1,541,474 181,463 0.03% — 23 +1,541,474 New Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 1,526,142 179,657 0.0% 0.0% 24 +239,247 18.59% Q4 2025 Feb 12, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 1,419,825 167,141 0.79% 0.7% 25 +256,950 22.1% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,330,081 156,577 0.02% 0.02% 26 +175,827 15.23% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 1,268,316 149,316 0.22% 0.27% 27 -373,955 -22.77% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 1,174,286 138,236 1.81% 1.73% 28 +166,739 16.55% Q4 2025 Feb 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 1,140,302 134,236 4.27% 4.32% 29 -12,343 -1.07% Q4 2025 Jan 14, 2026
CIBC WORLD MARKET INC. History Reduced 1,057,961 124,543 0.2% 0.31% 30 -387,601 -26.81% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 976,776 114,986 0.06% 0.07% 31 -26,938 -2.68% Q4 2025 Feb 13, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 933,568 109,889 0.95% 0.99% 32 +341 0.04% Q4 2025 Feb 03, 2026
AGF MANAGEMENT LTD History Reduced 932,261 109,745 0.48% 0.53% 33 -90,404 -8.84% Q4 2025 Feb 17, 2026
Main Management Fund Advisors LLC History Added to 926,500 109,068 9.94% 9.58% 34 +91,000 10.89% Q4 2025 Feb 10, 2026
Main Management LLC History Reduced 904,512 106,479 7.66% 7.86% 35 -1,420 -0.16% Q4 2025 Feb 10, 2026
Align Financial, LLC History New 106,419 106,419 0.06% — 36 +106,419 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 895,900 105,465 0.02% 0.02% 37 -34,170 -3.67% Q4 2025 Feb 12, 2026
J.Safra Asset Management Corp History Added to 861,501 101,415 5.32% 5.99% 38 +29,090 3.49% Q4 2025 Feb 11, 2026
SRB CORP History No change 800,774 94,267 5.17% 5.43% 39 0 0.0% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 777,027 91,471 0.01% 0.01% 40 +199,627 34.57% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 717,246 84,434 0.08% 0.07% 41 +48,557 7.26% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 714,672 84,131 0.23% 0.16% 42 +275,742 62.82% Q4 2025 Jan 26, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 708,970 83,659 0.58% 0.61% 43 +39,258 5.86% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 703,974 82,871 0.09% 0.1% 44 -25,543 -3.5% Q4 2025 Feb 17, 2026
Phoenix Financial Ltd. History Added to 685,352 80,190 0.87% 0.98% 45 +4,255 0.62% Q4 2025 Feb 05, 2026
Richard Bernstein Advisors LLC History Reduced 670,089 78,885 2.32% 2.28% 46 -13,702 -2.0% Q4 2025 Feb 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 644,754 76,008 0.12% 0.1% 47 +132,561 25.88% Q4 2025 Feb 18, 2026
Fisher Asset Management, LLC History Reduced 621,755 73,193 0.02% 0.03% 48 -12,555 -1.98% Q4 2025 Feb 09, 2026
Capital Investment Advisors, LLC History Added to 604,556 71,168 1.08% 1.14% 49 +16,751 2.85% Q4 2025 Jan 13, 2026
CWM, LLC History Added to 536,255 63,128 0.17% 0.16% 50 +87,800 19.58% Q4 2025 Jan 26, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 536,198 63,121 1.51% 1.03% 51 +183,040 51.83% Q4 2025 Feb 03, 2026
RiverFront Investment Group, LLC History Added to 535,606 63,051 1.04% 1.1% 52 +4,455 0.84% Q4 2025 Feb 05, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 532,986 62,743 2.01% 2.08% 53 -11,543 -2.12% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 529,409 62,322 0.01% 0.01% 54 +14,264 2.77% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Reduced 506,828 59,663 0.15% 0.2% 55 -131,213 -20.56% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 490,467 57,816 0.1% 0.03% 56 +354,643 261.1% Q4 2025 Feb 05, 2026
Cullen Capital Management, LLC History Added to 490,271 57,714 0.63% 0.02% 57 +474,152 2941.57% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 486,931 57,321 0.12% 0.14% 58 -48,226 -9.01% Q4 2025 Jan 23, 2026
STATE STREET CORP History Reduced 482,308 56,777 0.0% 0.0% 59 -119,442 -19.85% Q4 2025 Feb 13, 2026
Advisory Alpha, LLC History Added to 478,734 56,357 1.53% 1.54% 60 +3,815 0.8% Q4 2025 Feb 06, 2026
Moss Adams Wealth Advisors LLC History Added to 477,887 56,256 4.08% 4.37% 61 +4,473 0.94% Q4 2025 Jan 26, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 458,927 54,024 3.52% 3.65% 62 0 0.0% Q4 2025 Feb 11, 2026
ALPS ADVISORS INC History Added to 453,864 53,428 0.31% 0.26% 63 +56,524 14.23% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 452,814 53,305 0.1% 0.09% 64 +58,601 14.87% Q4 2025 Mar 16, 2026
HighTower Advisors, LLC History Reduced 424,260 49,943 0.05% 0.06% 65 -7,278 -1.69% Q4 2025 Feb 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 415,926 48,962 0.6% 0.5% 66 +31,343 8.15% Q4 2025 Feb 02, 2026
BANK OF MONTREAL /CAN/ History Reduced 410,635 48,339 0.02% 0.02% 67 -5,582 -1.34% Q4 2025 Feb 12, 2026
Bellwether Advisors, LLC History Added to 407,451 47,965 7.65% 7.72% 68 +12,783 3.24% Q4 2025 Feb 09, 2026
TUDOR INVESTMENT CORP ET AL History Added to 399,774 47,061 0.09% 3.76% 69 +392,933 5743.79% Q4 2025 Feb 17, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 399,100 46,982 0.3% 0.59% 70 -260,000 -39.45% Q4 2025 Feb 13, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 387,052 45,563 1.9% 0.54% 71 +280,311 262.61% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 382,301 45,004 0.03% 0.04% 72 +7,519 2.01% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 375,163 44,164 0.89% 0.93% 73 +6,787 1.84% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Reduced 371,022 43,676 0.04% 0.08% 74 -263,283 -41.51% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 352,834 41,535 0.08% 0.04% 75 +196,414 125.57% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 342,191 40,282 0.05% 0.01% 76 +310,891 993.26% Q4 2025 Feb 17, 2026
Janney Capital Management LLC History Reduced 306,029 36,026 2.26% 2.3% 77 -6,294 -2.02% Q4 2025 Feb 11, 2026
AFFINITY WEALTH MANAGEMENT LLC History Added to 299,168 35,218 5.01% 5.1% 78 +4,899 1.66% Q4 2025 Jan 15, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 297,306 34,998 1.22% 1.16% 79 +12,029 4.22% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Reduced 269,813 31,762 0.4% 0.43% 80 -7,121 -2.57% Q4 2025 Feb 02, 2026
AE Wealth Management LLC History Added to 265,627 31,269 0.18% 0.19% 81 +16,931 6.81% Q4 2025 Jan 26, 2026
Swan Global Investments, LLC History Reduced 256,327 30,174 0.89% 1.07% 82 -66,470 -20.59% Q4 2025 Feb 11, 2026
Analyst IMS Investment Management Services Ltd. History Added to 251,929 29,657 0.86% 0.83% 83 +25,475 11.25% Q4 2025 Jan 20, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 247,603 29,148 0.08% 0.09% 84 -22,966 -8.49% Q4 2025 Feb 05, 2026
CITIGROUP INC History Reduced 246,877 29,062 0.01% 0.01% 85 -34,842 -12.37% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 246,468 29,014 0.09% 0.1% 86 -5,516 -2.19% Q4 2025 Feb 02, 2026
Asset Advisors Investment Management, LLC History Added to 245,472 28,896 2.67% 2.67% 87 +7,151 3.0% Q4 2025 Jan 23, 2026
Sanctuary Advisors, LLC History Added to 236,100 27,793 0.15% 0.12% 88 +15,537 7.04% Q4 2025 Jan 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 234,753 27,635 0.04% 0.06% 89 -129,580 -35.57% Q4 2025 Feb 12, 2026
Anfield Capital Management, LLC History Added to 231,191 27,215 8.58% 8.02% 90 +1,038 0.45% Q4 2025 Feb 03, 2026
AlphaStar Capital Management, LLC History Reduced 227,723 26,807 1.97% 3.13% 91 -79,377 -25.85% Q4 2025 Feb 02, 2026
Cavalier Investments, LLC History Added to 225,490 26,544 1.36% 5.82% 92 +57,717 34.4% Q4 2025 Feb 13, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 221,100 26,027 3.61% 3.82% 93 0 0.0% Q4 2025 Jan 29, 2026
NewEdge Advisors, LLC History Added to 220,439 25,950 0.09% 0.11% 94 +8,184 3.86% Q4 2025 Feb 18, 2026
Krilogy Financial LLC History Added to 215,440 25,372 0.86% 0.86% 95 +12,515 6.17% Q4 2025 Jan 27, 2026
Ashton Thomas Private Wealth, LLC History Added to 213,026 25,077 0.61% 0.54% 96 +38,312 21.93% Q4 2025 Jan 29, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 209,910 24,710 0.03% 0.04% 97 -4,704 -2.19% Q4 2025 Feb 17, 2026
THEORY FINANCIAL LLC History Reduced 205,097 24,154 8.14% 9.02% 98 -15,095 -6.86% Q4 2025 Feb 10, 2026
IMZ Advisory Inc History Added to 204,509 24,074 8.81% 8.95% 99 +1,384 0.68% Q4 2025 Jan 21, 2026
Trek Financial, LLC History Reduced 203,547 23,961 1.39% 1.48% 100 -6,048 -2.89% Q4 2025 Feb 04, 2026
TCV Trust & Wealth Management, Inc. History Added to 200,371 23,587 1.9% 1.95% 101 +3,608 1.83% Q4 2025 Jan 23, 2026
Private Advisor Group, LLC History Added to 199,558 23,491 0.11% 0.11% 102 +8,860 4.65% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 199,077 23,435 0.01% 0.01% 103 -6,533 -3.18% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 194,727 22,923 0.12% 0.13% 104 +22,038 12.76% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 194,307 22,873 0.03% 0.01% 105 +166,693 603.65% Q4 2025 Feb 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 194,169 22,858 0.29% 0.31% 106 -4,288 -2.16% Q4 2025 Feb 10, 2026
Meiji Yasuda Life Insurance Co History Reduced 193,661 22,797 0.66% 1.08% 107 -123,472 -38.93% Q4 2025 Feb 11, 2026
Evolution Wealth Advisors, LLC History Reduced 190,814 22,462 2.26% 3.03% 108 -69 -0.04% Q4 2025 Jan 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 185,618 21,850 0.32% 0.32% 109 +1,282 0.7% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 184,052 21,666 0.56% 0.61% 110 +12,804 7.48% Q4 2025 Feb 02, 2026
Ayalon Insurance Comp Ltd. History No change 181,676 21,387 5.19% 5.44% 111 0 0.0% Q4 2025 Jan 12, 2026
Spire Wealth Management History Reduced 175,550 20,665 0.69% 0.71% 112 -1,827 -1.03% Q4 2025 Jan 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 175,000 20,601 0.03% 0.02% 113 +9,600 5.8% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 174,758 20,572 0.23% 0.19% 114 +79,903 84.24% Q4 2025 Jan 29, 2026
PARK AVENUE SECURITIES LLC History Reduced 171,550 20,195 0.17% 0.16% 115 -4,086 -2.33% Q4 2025 Jan 05, 2026
Miller Investment Management, LP History Reduced 168,967 19,890 1.94% 2.22% 116 -17,554 -9.41% Q4 2025 Feb 11, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 164,249 19,335 3.8% 3.98% 117 0 0.0% Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 163,461 19,242 0.1% 0.1% 118 +1,789 1.11% Q4 2025 Jan 12, 2026
Stillwater Capital Advisors, LLC History Added to 159,032 18,721 2.01% 1.83% 119 +21,531 15.66% Q4 2025 Jan 14, 2026
Mariner, LLC History Reduced 157,152 18,499 0.02% 0.03% 120 -6,962 -4.24% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 156,668 18,442 0.1% — 121 +156,668 New Q4 2025 Feb 18, 2026
Clarity Financial LLC History Reduced 153,340 18,051 1.67% 1.87% 122 -5,593 -3.52% Q4 2025 Jan 28, 2026
WBH ADVISORY INC History Reduced 153,253 18,040 1.34% 1.4% 123 -1,732 -1.12% Q4 2025 Jan 26, 2026
Trilogy Capital Inc. History Reduced 153,055 18,017 0.81% 1.08% 124 -44,224 -22.42% Q4 2025 Jan 22, 2026
Walleye Trading LLC History Reduced 152,019 17,895 0.03% 0.03% 125 -9,970 -6.15% Q4 2025 Feb 13, 2026
INNEALTA CAPITAL, LLC History Reduced 148,180 17,443 9.44% 8.93% 126 -2,784 -1.84% Q4 2025 Jan 30, 2026
Baird Financial Group, Inc. History Added to 146,524 17,248 0.03% 0.03% 127 +4,455 3.14% Q4 2025 Feb 13, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 145,900 17,175 1.35% 1.39% 128 -1,050 -0.71% Q4 2025 Jan 14, 2026
FIRST INTERSTATE BANK History Reduced 143,998 16,951 0.91% 0.96% 129 -2,931 -1.99% Q4 2025 Jan 29, 2026
Measured Wealth Private Client Group, LLC History Added to 143,339 16,873 4.46% 2.37% 130 +69,178 93.28% Q4 2025 Feb 10, 2026
BANK HAPOALIM BM History Reduced 142,402 16,764 1.46% 2.1% 131 -2,147 -1.49% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 140,503 16,540 1.28% 1.36% 132 -7,128 -4.83% Q4 2025 Jan 20, 2026
Diversified Enterprises, LLC History Reduced 131,924 15,530 0.92% 1.06% 133 -1,297 -0.97% Q4 2025 Jan 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 131,622 15,494 0.01% 0.01% 134 +18,860 16.73% Q4 2025 Feb 17, 2026
SPINNAKER TRUST History Reduced 130,149 15,321 0.82% 0.89% 135 -5,635 -4.15% Q4 2025 Feb 10, 2026
Royal Fund Management, LLC History Reduced 129,831 15,283 1.39% 2.03% 136 -14,065 -9.77% Q4 2025 Jan 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 128,795 15,161 0.89% 0.92% 137 +14,155 12.35% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Added to 126,588 14,901 0.08% 0.08% 138 +10,439 8.99% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Reduced 126,030 14,836 0.67% 0.76% 139 -3,845 -2.96% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 125,610 14,786 0.1% 0.1% 140 +10,486 9.11% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 124,950 14,709 0.09% 0.08% 141 +25,626 25.8% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Added to 123,006 14,480 0.19% 0.19% 142 +84 0.07% Q4 2025 Feb 05, 2026
RFG Advisory, LLC History Added to 122,090 14,372 0.27% 0.29% 143 +4,545 3.87% Q4 2025 Feb 03, 2026
Venture Visionary Partners LLC History Added to 117,411 13,858 0.45% 0.48% 144 +235 0.2% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 114,120 13,434 0.06% 0.06% 145 +4,463 4.07% Q4 2025 Feb 13, 2026
Onyx Bridge Wealth Group LLC History Reduced 113,564 13,368 1.42% 1.51% 146 -3,412 -2.92% Q4 2025 Feb 18, 2026
PFG Advisors History Reduced 112,132 13,200 0.64% 0.57% 147 -5,963 -5.05% Q4 2025 Jan 27, 2026
US BANCORP \DE\ History Reduced 111,995 13,184 0.02% 0.02% 148 -3,400 -2.95% Q4 2025 Jan 30, 2026
CoreCap Advisors, LLC History Added to 109,267 12,862 0.45% 0.42% 149 +11,069 11.27% Q4 2025 Jan 13, 2026
Insight Wealth Strategies, LLC History Added to 108,862 12,815 1.47% 1.49% 150 +2,368 2.22% Q4 2025 Jan 02, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 106,996 12,595 0.11% 0.14% 151 -23,723 -18.15% Q4 2025 Feb 05, 2026
Corient Private Wealth LLC History Added to 303,586 12,498 0.02% 0.01% 152 +209,168 221.53% Q4 2025 Mar 09, 2026
Vickerman Investment Advisors, Inc. History Added to 105,855 12,461 2.49% 2.53% 153 +351 0.33% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Reduced 105,846 12,460 0.27% 0.27% 154 -1,457 -1.36% Q4 2025 Feb 02, 2026
CWA Asset Management Group, LLC History Reduced 105,223 12,386 0.45% 0.48% 155 -4,214 -3.85% Q4 2025 Jan 07, 2026
MAI Capital Management History Added to 104,246 12,271 0.07% 0.07% 156 +10,047 10.67% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 100,866 11,873 0.02% 0.08% 157 -262,644 -72.25% Q4 2025 Feb 17, 2026
Foguth Wealth Management, LLC. History New 101,483 11,863 1.84% — 158 +101,483 New Q4 2025 Jan 05, 2026
IHT Wealth Management, LLC History Reduced 94,760 11,155 0.27% 0.29% 159 -2,179 -2.25% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Reduced 93,461 11,002 0.48% 0.5% 160 -202 -0.22% Q4 2025 Jan 29, 2026
Quantitative Investment Management, LLC History New 92,474 10,886 1.06% — 161 +92,474 New Q4 2025 Feb 17, 2026
Winthrop Capital Management, LLC History Added to 92,430 10,881 2.54% 2.61% 162 +1,198 1.31% Q4 2025 Feb 10, 2026
Conservest Capital Advisors, Inc. History Added to 92,409 10,878 0.98% 1.0% 163 +1,357 1.49% Q4 2025 Feb 12, 2026
COMERICA BANK History Reduced 92,144 10,847 0.04% 0.04% 164 -3,164 -3.32% Q4 2025 Jan 29, 2026
CMH Wealth Management LLC History Reduced 91,319 10,750 2.3% 2.33% 165 -868 -0.94% Q4 2025 Jan 13, 2026
Peak Retirement Planning, Inc. History Reduced 90,320 10,632 2.49% 3.23% 166 -6,677 -6.88% Q4 2025 Feb 10, 2026
ATLAS CAPITAL ADVISORS INC. History New 89,373 10,521 1.17% — 167 +89,373 New Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 89,300 10,512 0.0% — 168 +89,300 New Q4 2025 Feb 13, 2026
Chicago Wealth Management, Inc. History Added to 88,731 10,445 4.2% 4.4% 169 +3,484 4.09% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 88,509 10,419 0.18% 0.21% 170 +2,377 2.76% Q4 2025 Jan 13, 2026
MARTIN & CO INC /TN/ History Added to 88,174 10,379 1.78% 1.81% 171 +2,440 2.85% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 87,966 10,355 0.12% 0.13% 172 -5,265 -5.65% Q4 2025 Feb 05, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 87,879 10,345 0.17% 0.18% 173 -2,342 -2.6% Q4 2025 Jan 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 87,694 10,289 0.01% 0.01% 174 +4,786 5.77% Q4 2025 Jan 08, 2026
Biltmore Wealth Management, LLC History Reduced 86,823 10,220 3.86% 4.03% 175 -2,285 -2.56% Q4 2025 Jan 16, 2026
Client First Capital LLC History Added to 86,806 10,218 4.31% 4.42% 176 +2,900 3.46% Q4 2025 Jan 26, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 85,758 10,095 0.58% 0.6% 177 +1,237 1.46% Q4 2025 Jan 22, 2026
Carnegie Investment Counsel History Added to 84,613 9,960 0.18% 0.18% 178 +4,020 4.99% Q4 2025 Jan 23, 2026
CIM, LLC History New 84,118 9,902 1.3% — 179 +84,118 New Q4 2025 Feb 18, 2026
Harbour Trust & Investment Management Co History Reduced 83,417 9,819 1.0% 1.08% 180 -4,473 -5.09% Q4 2025 Jan 28, 2026
Estate Counselors, LLC History Reduced 83,221 9,796 0.82% 1.01% 181 -16,026 -16.15% Q4 2025 Feb 02, 2026
Premier Path Wealth Partners, LLC History Reduced 82,177 9,673 1.25% 1.34% 182 -6,112 -6.92% Q4 2025 Jan 22, 2026
BENJAMIN EDWARDS INC History Added to 81,969 9,649 0.11% 0.11% 183 +3,248 4.13% Q4 2025 Feb 02, 2026
Avestar Capital, LLC History Added to 81,408 9,583 0.62% 0.62% 184 +1,181 1.47% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 80,239 9,445 0.21% 0.09% 185 +50,673 171.39% Q4 2025 Feb 06, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 79,982 9,415 1.53% 1.58% 186 -894 -1.11% Q4 2025 Jan 28, 2026
OPPENHEIMER & CO INC History Reduced 79,641 9,375 0.13% 0.12% 187 -1,809 -2.22% Q4 2025 Feb 02, 2026
Global Retirement Partners, LLC History Added to 79,277 9,332 0.17% 0.2% 188 +3,453 4.55% Q4 2025 Feb 06, 2026
BLAIR WILLIAM & CO/IL History Added to 78,502 9,241 0.02% 0.02% 189 +4,031 5.41% Q4 2025 Feb 17, 2026
Long Run Wealth Advisors, LLC History Added to 78,137 9,198 1.73% 1.72% 190 +4,155 5.62% Q4 2025 Feb 02, 2026
Signal Advisors Wealth, LLC History Added to 77,770 9,155 0.73% 0.69% 191 +13,016 20.1% Q4 2025 Jan 13, 2026
AdvisorNet Financial, Inc History Added to 76,339 8,986 0.48% 0.42% 192 +13,326 21.15% Q4 2025 Jan 20, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 75,930 8,938 3.45% 3.88% 193 -870 -1.13% Q4 2025 Feb 04, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History Added to 75,510 8,889 2.87% 2.3% 194 +16,300 27.53% Q4 2025 Feb 12, 2026
Allspring Global Investments Holdings, LLC History Reduced 75,499 8,825 0.01% 0.01% 195 -1,716 -2.22% Q4 2025 Jan 15, 2026
Creative Planning History Reduced 72,097 8,487 0.01% 0.01% 196 -2,165 -2.92% Q4 2025 Feb 17, 2026
KWMG, LLC History Added to 71,279 8,390 0.72% 0.66% 197 +7,702 12.11% Q4 2025 Jan 16, 2026
Occidental Asset Management, LLC History Reduced 70,454 8,293 1.0% 1.07% 198 -1,709 -2.37% Q4 2025 Jan 08, 2026
Brookstone Capital Management History Added to 69,719 8,207 0.09% 0.09% 199 +2,812 4.2% Q4 2025 Jan 15, 2026
Orange Investment Advisors, Inc. History Reduced 69,308 8,158 0.9% 0.87% 200 -1,428 -2.02% Q4 2025 Feb 06, 2026
Waverly Advisors, LLC History Reduced 69,284 8,156 0.07% 0.08% 201 -238 -0.34% Q4 2025 Feb 17, 2026
BlueStem Wealth Partners, LLC History Added to 68,201 8,028 0.89% 0.88% 202 +3,032 4.65% Q4 2025 Feb 06, 2026
CENTAURUS FINANCIAL, INC. History Added to 68,156 8,023 0.37% 0.37% 203 +1,141 1.7% Q4 2025 Feb 13, 2026
Sharp Wealth Advisory, LLC History Added to 66,731 7,855 3.95% 3.91% 204 +5,988 9.86% Q4 2025 Jan 16, 2026
VESTOR CAPITAL, LLC History Reduced 29,186 7,835 0.54% 0.51% 205 -37,652 -56.33% Q4 2025 Feb 11, 2026
FMR LLC History Added to 66,230 7,796 0.0% 0.0% 206 +9,319 16.37% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 65,673 7,760 0.02% 0.02% 207 +2,773 4.41% Q4 2025 Feb 10, 2026
Redhawk Wealth Advisors, Inc. History New 65,745 7,739 0.87% — 208 +65,745 New Q4 2025 Jan 14, 2026
Essex LLC History Added to 65,163 7,671 1.36% 1.33% 209 +3,243 5.24% Q4 2025 Jan 20, 2026
Prestige Wealth Management Group LLC History Reduced 65,050 7,657 1.46% 1.53% 210 -2,080 -3.1% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 64,876 7,637 0.02% 0.02% 211 +2,766 4.45% Q4 2025 Feb 17, 2026
Coastal Bridge Advisors, LLC History Added to 64,649 7,610 0.57% 0.58% 212 +344 0.53% Q4 2025 Feb 18, 2026
FORBES J M & CO LLP History No change 63,576 7,484 0.61% 0.63% 213 0 0.0% Q4 2025 Jan 21, 2026
FORONJY FINANCIAL LLC History Added to 63,465 7,471 3.12% 3.28% 214 +247 0.39% Q4 2025 Feb 03, 2026
Virtue Capital Management, LLC History Added to 63,809 7,459 1.15% 0.24% 215 +57,640 934.35% Q4 2025 Feb 18, 2026
Keystone Global Partners, LLC History Reduced 62,308 7,334 3.23% 4.06% 216 -5,018 -7.45% Q4 2025 Jan 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 62,227 7,325 0.13% 0.02% 217 +53,474 610.92% Q4 2025 Feb 19, 2026
Merit Financial Group, LLC History Added to 61,127 7,195 0.06% 0.06% 218 +2,652 4.54% Q4 2025 Jan 26, 2026
Sharper & Granite LLC History Added to 60,223 7,089 2.5% 2.54% 219 +225 0.38% Q4 2025 Jan 27, 2026
Financial Enhancement Group LLC History Reduced 61,577 7,058 0.92% 1.54% 220 -38,034 -38.18% Q4 2025 Jan 23, 2026
SYKON CAPITAL LLC History Added to 58,780 6,919 2.22% 1.51% 221 +20,580 53.87% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 58,609 6,899 0.08% 0.08% 222 -20,114 -25.55% Q4 2025 Feb 13, 2026
Ciovacco Capital Management LLC History Reduced 58,213 6,852 3.43% 3.57% 223 -1,701 -2.84% Q4 2025 Feb 09, 2026
CX Institutional History Reduced 56,409 6,640 0.2% 0.2% 224 -201 -0.36% Q4 2025 Feb 02, 2026
JMAC ENTERPRISES LLC History Added to 56,109 6,605 1.26% 1.29% 225 +935 1.69% Q4 2025 Jan 21, 2026
Pathstone Holdings, LLC History New 56,057 6,599 0.03% — 226 +56,057 New Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 55,355 6,516 0.04% 0.05% 227 -15,490 -21.86% Q4 2025 Feb 03, 2026
Kovitz Investment Group Partners, LLC History Reduced 55,068 6,482 0.14% 0.04% 228 -36,352 -39.76% Q4 2025 Feb 20, 2026
HSBC HOLDINGS PLC History Added to 54,869 6,459 0.0% 0.0% 229 +22,164 67.77% Q4 2025 Mar 20, 2026
Itau Unibanco Holding S.A. History Added to 54,747 6,444 0.15% 0.07% 230 +38,150 229.86% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 54,396 6,403 0.0% 0.0% 231 -3,517 -6.07% Q4 2025 Feb 10, 2026
Baker Avenue Asset Management, LP History Added to 54,235 6,384 0.15% 0.15% 232 +329 0.61% Q4 2025 Feb 10, 2026
PEAK6 LLC History Added to 53,400 6,286 0.01% 0.01% 233 +13,700 34.51% Q4 2025 Mar 12, 2026
Waterloo Capital, L.P. History Added to 52,794 6,214 0.45% 0.46% 234 +390 0.74% Q4 2025 Feb 10, 2026
High Note Wealth, LLC History Reduced 52,430 6,172 1.21% 1.26% 235 -490 -0.93% Q4 2025 Feb 05, 2026
Ameraudi Asset Management, Inc. History Added to 52,270 6,153 3.38% 3.1% 236 +9,015 20.84% Q4 2025 Feb 11, 2026
Roundview Capital LLC History Reduced 51,733 6,090 0.37% 0.42% 237 -4,328 -7.72% Q4 2025 Feb 09, 2026
WealthCare Investment Partners, LLC History Reduced 51,533 6,024 1.76% 1.97% 238 -368 -0.71% Q4 2025 Jan 06, 2026
SIH Partners, LLLP History New 51,114 6,017 0.11% — 239 +51,114 New Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Added to 51,099 6,015 0.28% 0.27% 240 +2,243 4.59% Q4 2025 Feb 17, 2026
TRUST CO OF OKLAHOMA History Added to 50,884 5,990 1.75% 1.77% 241 +336 0.66% Q4 2025 Jan 14, 2026
Bonfire Financial History Added to 50,814 5,981 4.47% 4.45% 242 +1,865 3.81% Q4 2025 Jan 27, 2026
Western Wealth Management, LLC History Reduced 50,646 5,961 0.27% 0.34% 243 -3,774 -6.93% Q4 2025 Feb 05, 2026
Banco Santander, S.A. History New 50,227 5,912 0.04% — 244 +50,227 New Q4 2025 Feb 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 49,743 5,855 0.09% 0.09% 245 +622 1.27% Q4 2025 Jan 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 49,382 5,813 0.03% 0.03% 246 +11,382 29.95% Q4 2025 Feb 11, 2026
Alliance Private Wealth, LLC History New 49,093 5,780 2.01% — 247 +49,093 New Q4 2025 Feb 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 48,679 5,730 1.64% 1.75% 248 +413 0.86% Q4 2025 Feb 10, 2026
Darwin Wealth Management, LLC History Reduced 48,379 5,695 1.77% 1.82% 249 -103 -0.21% Q4 2025 Jan 22, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 47,152 5,551 0.12% 0.12% 250 +572 1.23% Q4 2025 Feb 12, 2026
AlphaCore Capital LLC History Reduced 46,987 5,531 0.12% 0.2% 251 -2,019 -4.12% Q4 2025 Feb 05, 2026
McCollum Christoferson Group LLC History Added to 46,940 5,525 1.6% 1.54% 252 +1,665 3.68% Q4 2025 Jan 09, 2026
FIRST MERCHANTS CORP History Reduced 46,888 5,519 0.2% 0.21% 253 -280 -0.59% Q4 2025 Jan 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Added to 46,306 5,451 1.31% 1.3% 254 +1,142 2.53% Q4 2025 Jan 29, 2026
Monument Capital Management History Added to 45,872 5,400 1.34% 1.3% 255 +1,830 4.16% Q4 2025 Jan 26, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 45,873 5,399 0.1% 0.11% 256 +411 0.9% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Added to 45,614 5,369 0.0% 0.0% 257 +1,883 4.31% Q4 2025 Feb 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 45,444 5,349 0.72% 0.76% 258 +5,481 13.72% Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Reduced 44,878 5,283 0.2% 0.22% 259 -3,768 -7.75% Q4 2025 Feb 17, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 44,550 5,244 0.57% 0.57% 260 +66 0.15% Q4 2025 Jan 20, 2026
5th Street Advisors, LLC History Reduced 43,399 5,108 2.39% 2.9% 261 -6,160 -12.43% Q4 2025 Jan 30, 2026
Venturi Wealth Management, LLC History Reduced 43,050 5,067 0.22% 0.27% 262 -6,440 -13.01% Q4 2025 Jan 22, 2026
BLB&B Advisors, LLC History Added to 42,784 5,036 0.21% 0.02% 264 +38,508 900.56% Q4 2025 Jan 26, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Reduced 42,780 5,036 3.13% 3.68% 263 -5,270 -10.97% Q4 2025 Feb 13, 2026
Compass Wealth Management, LLC/GA History Added to 42,549 5,008 2.06% 2.05% 265 +3,394 8.67% Q4 2025 Feb 17, 2026
Cinctive Capital Management LP History Reduced 42,383 4,989 0.27% 0.36% 266 -21,084 -33.22% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Reduced 42,197 4,967 0.07% 0.07% 267 -901 -2.09% Q4 2025 Feb 17, 2026
OAK FAMILY ADVISORS, LLC History Added to 42,181 4,965 1.36% 1.06% 268 +6,338 17.68% Q4 2025 Feb 03, 2026
3EDGE Asset Management, LP History Added to 41,269 4,879 0.25% 0.19% 269 +12,382 42.86% Q4 2025 Feb 06, 2026
Algorithmic Investment Models, LLC History Reduced 41,389 4,872 6.01% 3.31% 270 -706 -1.68% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Reduced 41,339 4,866 0.01% 0.01% 271 -2,643 -6.01% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Reduced 41,313 4,863 0.41% 0.41% 272 -509 -1.22% Q4 2025 Feb 13, 2026
Terra Nova Asset Management LLC History Added to 41,302 4,862 3.2% 3.07% 273 +189 0.46% Q4 2025 Jan 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 41,131 4,841 0.0% 0.01% 274 -167,750 -80.31% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Reduced 41,010 4,830 0.08% 0.12% 275 -19,449 -32.17% Q4 2025 Feb 09, 2026
Private Advisory Group LLC History Added to 40,733 4,795 0.38% 0.38% 276 +1,895 4.88% Q4 2025 Jan 15, 2026
SkyView Investment Advisors, LLC History Added to 40,495 4,767 0.6% 0.6% 277 +467 1.17% Q4 2025 Feb 18, 2026
Simmons Bank History Reduced 40,323 4,746 0.32% 0.32% 278 -148 -0.37% Q4 2025 Feb 05, 2026
Innova Wealth Partners History Reduced 40,119 4,722 2.38% 2.69% 279 -1,998 -4.74% Q4 2025 Jan 07, 2026
Bank of New York Mellon Corp History Added to 40,014 4,710 0.0% 0.0% 280 +4,919 14.02% Q4 2025 Feb 10, 2026
Cooksen Wealth, LLC History Added to 40,004 4,709 3.44% 3.48% 281 +654 1.66% Q4 2025 Jan 20, 2026
Friedenthal Financial History Reduced 39,922 4,699 2.42% 2.49% 282 -847 -2.08% Q4 2025 Jan 27, 2026
TRITONPOINT WEALTH, LLC History Reduced 39,383 4,636 0.47% 0.41% 283 -1,330 -3.27% Q4 2025 Jan 20, 2026
Tower Research Capital LLC (TRC) History Reduced 39,309 4,627 0.11% 0.15% 284 -6,111 -13.45% Q4 2025 Feb 17, 2026
CHEMUNG CANAL TRUST CO History Added to 39,294 4,625 0.92% 0.84% 285 +3,808 10.73% Q4 2025 Jan 14, 2026
Green Ridge Wealth Planning LLC History New 37,934 4,465 2.28% — 286 +37,934 New Q4 2025 Mar 11, 2026
Archford Capital Strategies, LLC History Reduced 37,732 4,441 0.52% 0.56% 287 -1,905 -4.81% Q4 2025 Jan 15, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 37,165 4,375 0.55% 0.58% 288 +1,801 5.09% Q4 2025 Jan 15, 2026
Hilltop Holdings Inc. History Reduced 37,158 4,374 0.26% 0.24% 289 -1,740 -4.47% Q4 2025 Feb 17, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 37,148 4,373 1.37% 1.32% 290 +3,110 9.14% Q4 2025 Feb 10, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 36,471 4,293 0.91% 0.84% 291 -6,186 -14.5% Q4 2025 Feb 17, 2026
Matrix Trust Co History Reduced 36,437 4,289 0.71% 0.68% 292 -393 -1.07% Q4 2025 Jan 13, 2026
STEPHENS INC /AR/ History Reduced 35,991 4,236 0.05% 0.06% 293 -6,316 -14.93% Q4 2025 Feb 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 35,766 4,210 1.18% 1.21% 294 -396 -1.1% Q4 2025 Feb 02, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 35,698 4,202 3.94% — 295 +35,698 New Q4 2025 Feb 05, 2026
FRANKLIN RESOURCES INC History Added to 35,625 4,193 0.0% 0.0% 296 +34,356 2707.33% Q4 2025 Feb 11, 2026
Attessa Capital LLC History Added to 35,421 4,169 2.28% 2.32% 297 +2,189 6.59% Q4 2025 Jan 06, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 35,199 4,143 0.2% 0.22% 298 -1,140 -3.14% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 35,180 4,141 0.0% 0.0% 299 +4,564 14.91% Q4 2025 Feb 17, 2026
LEUTHOLD GROUP, LLC History Reduced 35,077 4,129 0.45% 0.94% 300 -37,170 -51.45% Q4 2025 Feb 05, 2026
Strategic Financial Partners, Ltd. History Added to 34,878 4,105 1.78% 1.85% 301 +699 2.05% Q4 2025 Feb 11, 2026
Wall Street Financial Group, Inc. History Added to 34,725 4,088 2.98% 2.96% 302 +693 2.04% Q4 2025 Jan 16, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 34,470 4,057 0.96% 0.97% 303 -200 -0.58% Q4 2025 Jan 15, 2026
Simplicity Wealth,LLC History Added to 34,448 4,055 0.24% 0.22% 304 +1,716 5.24% Q4 2025 Jan 30, 2026
PRINCIPAL SECURITIES, INC. History Added to 34,287 4,036 0.06% 0.05% 305 +6,882 25.11% Q4 2025 Feb 12, 2026
Park Edge Advisors, LLC History Added to 34,169 4,022 0.91% 0.52% 306 +14,961 77.89% Q4 2025 Jan 16, 2026
Fourth Dimension Wealth, LLC History Added to 34,139 4,018 1.47% 1.52% 307 +498 1.48% Q4 2025 Feb 04, 2026
Squarepoint Ops LLC History Reduced 34,100 4,014 0.0% 0.34% 308 -2,848,400 -98.82% Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Reduced 33,571 3,951 0.13% 0.15% 309 -277 -0.82% Q4 2025 Jan 14, 2026
West Financial Advisors, LLC History Added to 33,008 3,885 0.66% 0.64% 310 +474 1.46% Q4 2025 Jan 13, 2026
SYON CAPITAL LLC History Added to 32,970 3,881 0.19% 0.21% 311 +182 0.56% Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History Added to 32,856 3,868 0.34% 0.33% 312 +1,206 3.81% Q4 2025 Jan 28, 2026
Nelson Capital Management, LLC History Added to 32,754 3,855 0.45% 0.46% 313 +61 0.19% Q4 2025 Feb 10, 2026
Kingstone Capital Partners Texas, LLC History Reduced 32,391 3,813 2.22% 2.24% 314 -243 -0.74% Q4 2025 Feb 03, 2026
Snowden Capital Advisors LLC History Added to 32,303 3,802 0.1% 0.1% 315 +1,304 4.21% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Reduced 31,873 3,752 0.06% 0.08% 316 -5,522 -14.77% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Reduced 31,841 3,747 0.02% 0.03% 317 -7,439 -18.94% Q4 2025 Jan 27, 2026
Canton Hathaway, LLC History Added to 31,804 3,743 0.72% 0.7% 318 +991 3.22% Q4 2025 Jan 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 31,591 3,718 0.12% 0.12% 319 +785 2.55% Q4 2025 Feb 13, 2026
Fiduciary Group, LLC History Added to 31,291 3,683 0.31% 0.27% 320 +5,354 20.64% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Reduced 31,254 3,679 0.01% 0.02% 322 -1,319 -4.05% Q4 2025 Feb 12, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 31,259 3,679 0.4% 0.41% 321 -797 -2.49% Q4 2025 Jan 29, 2026
GeoWealth Management, LLC History Reduced 30,967 3,645 0.13% 0.16% 323 -5,414 -14.88% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 30,507 3,591 0.01% 0.02% 324 -21,807 -41.68% Q4 2025 Feb 13, 2026
Chesapeake Wealth Management History Added to 30,188 3,553 1.06% 1.04% 325 +1,506 5.25% Q4 2025 Feb 03, 2026
Marion Wealth Management History Added to 30,208 3,533 0.79% 0.83% 326 +478 1.61% Q4 2025 Jan 26, 2026
Bulltick Wealth Management, LLC History Added to 29,910 3,521 0.75% 0.2% 327 +22,756 318.09% Q4 2025 Feb 17, 2026
PLANWISER FINANCIAL, LLC History Added to 30,524 3,498 2.62% 1.91% 328 +9,359 44.22% Q4 2025 Feb 13, 2026
Encompass More Asset Management History Added to 29,603 3,484 0.64% 0.5% 329 +7,329 32.9% Q4 2025 Feb 03, 2026
Zullo Investment Group, Inc. History Added to 29,559 3,479 1.27% 1.28% 330 +285 0.97% Q4 2025 Jan 26, 2026
Prime Capital Investment Advisors, LLC History Added to 29,209 3,438 0.04% 0.04% 331 +244 0.84% Q4 2025 Jan 21, 2026
SMI Advisory Services, LLC History Added to 28,937 3,401 0.59% 0.62% 332 +761 2.7% Q4 2025 Jan 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 28,600 3,366 0.01% 0.01% 333 +574 2.05% Q4 2025 Feb 11, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 28,587 3,365 0.38% 0.22% 334 +12,487 77.56% Q4 2025 Jan 08, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 28,530 3,358 0.25% 0.24% 335 +1,773 6.63% Q4 2025 Feb 05, 2026
Alphadyne Asset Management LP History New 28,524 3,357 0.08% — 336 +28,524 New Q4 2025 Feb 17, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 28,343 3,337 1.77% 1.88% 337 -1,543 -5.16% Q4 2025 Jan 06, 2026
AAFMAA Wealth Management & Trust LLC History Added to 28,337 3,335 1.31% 1.18% 338 +3,151 12.51% Q4 2025 Jan 07, 2026
RPg Family Wealth Advisory, LLC History Reduced 28,319 3,333 0.73% 0.86% 339 -4,709 -14.26% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 28,221 3,322 0.15% 0.17% 340 -5,400 -16.06% Q4 2025 Feb 17, 2026
Risk Paradigm Group, LLC History New 28,096 3,307 3.18% — 341 +28,096 New Q4 2025 Feb 17, 2026
Providence First Trust Co History Added to 28,053 3,302 1.14% 0.58% 342 +13,905 98.28% Q4 2025 Feb 03, 2026
HERBST GROUP, LLC History Added to 27,943 3,289 1.94% 1.63% 343 +5,740 25.85% Q4 2025 Jan 16, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 27,618 3,251 0.88% 0.0% 344 +27,564 51044.44% Q4 2025 Feb 09, 2026
Symmetry Partners, LLC History Reduced 27,469 3,233 0.19% 0.48% 345 -9,644 -25.99% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 26,827 3,158 0.04% 0.04% 346 -994 -3.57% Q4 2025 Jan 20, 2026
Laurel Wealth Advisors LLC History Added to 26,787 3,153 0.42% 0.42% 347 +1,650 6.56% Q4 2025 Jan 30, 2026
Fairvoy Private Wealth, LLC History Added to 26,519 3,121 0.7% 0.7% 348 +587 2.26% Q4 2025 Jan 14, 2026
PeakShares LLC History New 26,486 3,117 3.04% — 349 +26,486 New Q4 2025 Mar 10, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 26,351 3,102 0.9% 1.18% 350 -6,658 -20.17% Q4 2025 Feb 05, 2026
Independence Wealth Advisors, LLC History New 26,093 3,071 1.73% — 351 +26,093 New Q4 2025 Jan 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 26,003 3,061 0.24% 0.46% 352 -29,355 -53.03% Q4 2025 Jan 23, 2026
Summit Financial, LLC History Reduced 25,832 3,040 0.04% 0.05% 353 -1,656 -6.02% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 25,770 3,033 0.05% — 354 +25,770 New Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 25,698 3,025 0.04% 0.02% 355 +14,674 133.11% Q4 2025 Feb 06, 2026
Private Wealth Advisors, LLC History Added to 25,622 3,016 0.96% 1.02% 356 +51 0.2% Q4 2025 Feb 06, 2026
Joel Isaacson & Co., LLC History Added to 25,529 3,005 0.1% 0.11% 357 +647 2.6% Q4 2025 Jan 30, 2026
M&T BANK CORP History Added to 25,474 2,998 0.01% 0.01% 358 +10,154 66.28% Q4 2025 Jan 30, 2026
Orion Porfolio Solutions, LLC History Added to 25,171 2,963 0.02% 0.02% 359 +4,096 19.44% Q4 2025 Feb 12, 2026
St. Johns Investment Management Company, LLC History Added to 25,061 2,950 1.23% 1.23% 360 +549 2.24% Q4 2025 Jan 29, 2026
Bramshill Investments, LLC History Added to 25,000 2,943 0.17% 0.16% 361 +5,000 25.0% Q4 2025 Feb 17, 2026
Intrua Financial, LLC History Reduced 24,978 2,940 0.31% 0.33% 362 -395 -1.56% Q4 2025 Feb 05, 2026
SBI Okasan Asset Management Co.Ltd. History New 24,775 2,920 0.16% — 363 +24,775 New Q4 2025 Feb 10, 2026
Centennial Bank/AR/ History Reduced 24,685 2,905 1.15% 1.17% 364 -448 -1.78% Q4 2025 Feb 17, 2026
AdvisorShares Investments LLC History Added to 24,476 2,881 0.48% 0.41% 365 +3,082 14.41% Q4 2025 Feb 10, 2026
DRW Securities, LLC History Added to 24,233 2,852 0.08% 0.03% 366 +11,534 90.83% Q4 2025 Feb 12, 2026
CTC Alternative Strategies, Ltd. History New 24,187 2,847 5.33% — 367 +24,187 New Q4 2025 Feb 18, 2026
Fortis Group Advisors, LLC History Added to 23,519 2,824 0.47% 0.46% 368 +422 1.83% Q4 2025 Feb 06, 2026
Smart Portfolios, LLC History Reduced 23,960 2,820 2.81% 2.81% 369 -662 -2.69% Q4 2025 Jan 30, 2026
Regal Investment Advisors LLC History Reduced 23,880 2,811 0.17% 0.19% 370 -794 -3.22% Q4 2025 Feb 17, 2026
MORTON COMMUNITY BANK History Added to 23,392 2,808 0.61% 0.6% 371 +832 3.69% Q4 2025 Feb 13, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 23,822 2,804 0.21% 0.22% 372 -254 -1.05% Q4 2025 Feb 04, 2026
WESPAC Advisors SoCal, LLC History Reduced 23,816 2,803 0.57% 0.6% 373 -1,228 -4.9% Q4 2025 Jan 07, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 23,736 2,794 0.73% 0.58% 374 +6,280 35.98% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Reduced 23,443 2,759 0.05% 0.07% 375 -349 -1.47% Q4 2025 Feb 13, 2026
IAM Advisory, LLC History Added to 23,342 2,747 0.61% 0.62% 376 +17 0.07% Q4 2025 Jan 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 23,333 2,746 0.13% 0.19% 377 +615 2.71% Q4 2025 Feb 12, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 23,303 2,743 1.25% 1.15% 378 +2,869 14.04% Q4 2025 Jan 12, 2026
Everstar Asset Management, LLC History Added to 23,179 2,728 1.46% 1.12% 379 +6,551 39.4% Q4 2025 Feb 05, 2026
CULLEN/FROST BANKERS, INC. History Added to 23,071 2,715 0.03% 0.02% 380 +5,419 30.7% Q4 2025 Feb 06, 2026
CreativeOne Wealth, LLC History Added to 23,013 2,709 0.07% 0.06% 381 +1,578 7.36% Q4 2025 Feb 13, 2026
Clarus Wealth Advisors History Added to 23,095 2,699 1.12% 1.12% 382 +1,271 5.82% Q4 2025 Jan 14, 2026
Hudson Value Partners, LLC History Reduced 22,921 2,698 0.8% 0.84% 383 -60 -0.26% Q4 2025 Jan 28, 2026
Stockman Wealth Management, Inc. History Added to 22,800 2,684 0.31% 0.32% 384 +1,193 5.52% Q4 2025 Jan 29, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 22,752 2,678 0.07% 0.08% 385 -2,799 -10.95% Q4 2025 Feb 09, 2026
HB Wealth Management, LLC History Added to 22,556 2,655 0.02% 0.02% 386 +139 0.62% Q4 2025 Jan 28, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Reduced 22,524 2,651 0.72% 0.75% 387 -130 -0.57% Q4 2025 Jan 13, 2026
PATTEN & PATTEN INC/TN History Reduced 22,499 2,648 0.16% 0.16% 388 -900 -3.85% Q4 2025 Feb 03, 2026
Trust Co History Reduced 22,392 2,635 0.25% 0.28% 389 -699 -3.03% Q4 2025 Jan 15, 2026
One Charles Private Wealth Services, LLC History Reduced 22,122 2,604 0.67% 0.7% 390 -511 -2.26% Q4 2025 Feb 06, 2026
HOLDERNESS INVESTMENTS CO History Added to 22,003 2,590 0.53% 0.53% 391 +22 0.1% Q4 2025 Feb 10, 2026
BFSG, LLC History Added to 21,963 2,585 0.25% 0.24% 392 +602 2.82% Q4 2025 Jan 22, 2026
Maridea Wealth Management LLC History Added to 21,924 2,580 0.39% 0.39% 393 +364 1.69% Q4 2025 Jan 08, 2026
Modern Wealth Management, LLC History Reduced 21,882 2,575 0.05% 0.05% 394 -683 -3.03% Q4 2025 Feb 17, 2026
Wall Capital Group, Inc. History New 21,722 2,557 2.43% — 395 +21,722 New Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Reduced 21,611 2,544 0.11% 0.14% 396 -4,835 -18.28% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 21,546 2,536 0.01% 0.01% 397 -217 -1.0% Q4 2025 Feb 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 21,470 2,527 0.0% — 398 +21,470 New Q4 2025 Feb 17, 2026
DDD Partners, LLC History Added to 21,336 2,511 0.16% 0.16% 399 +369 1.76% Q4 2025 Jan 22, 2026
Markin Asset Management, LP History New 21,250 2,501 2.75% — 400 +21,250 New Q4 2025 Feb 13, 2026
Apollon Financial, LLC History New 21,114 2,485 0.36% — 401 +21,114 New Q4 2025 Jan 22, 2026
ROVIN CAPITAL /UT/ /ADV History Reduced 21,045 2,477 0.66% 0.64% 402 -398 -1.86% Q4 2025 Feb 09, 2026
UNIVEST FINANCIAL Corp History Added to 20,963 2,467 0.13% 0.08% 403 +8,822 72.66% Q4 2025 Feb 04, 2026
Sigma Planning Corp History Reduced 20,925 2,463 0.07% 0.08% 404 -2,678 -11.35% Q4 2025 Jan 30, 2026
CFC Planning Co LLC History Reduced 20,908 2,461 1.87% 2.28% 405 -2,557 -10.9% Q4 2025 Jan 30, 2026
First International Bank of Israel Ltd. History Reduced 20,885 2,458 1.17% 1.41% 406 -159 -0.76% Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History Reduced 20,799 2,448 0.04% 0.04% 407 -2,465 -10.6% Q4 2025 Feb 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 20,791 2,447 0.03% 0.03% 408 +2,106 11.27% Q4 2025 Jan 29, 2026
Colony Family Offices, LLC History No change 20,727 2,439 0.61% 0.64% 409 0 0.0% Q4 2025 Jan 22, 2026
Realta Investment Advisors History Reduced 20,233 2,381 0.78% 0.83% 410 -703 -3.36% Q4 2025 Jan 20, 2026
Dynamic Advisor Solutions LLC History Reduced 20,203 2,378 0.08% 0.1% 411 -7,921 -28.16% Q4 2025 Jan 09, 2026
Cypress Capital Group History Reduced 20,055 2,360 0.26% 0.33% 412 -3,170 -13.65% Q4 2025 Feb 11, 2026
Bragg Financial Advisors, Inc History Added to 19,730 2,322 0.08% 0.08% 413 +436 2.26% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History New 19,652 2,313 0.32% — 414 +19,652 New Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 19,634 2,311 0.04% 0.04% 415 +3,346 20.54% Q4 2025 Mar 12, 2026
Chevy Chase Trust Holdings, LLC History Added to 19,514 2,297 0.01% 0.01% 416 +595 3.14% Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History Reduced 19,510 2,296 0.03% 0.04% 417 -3,086 -13.66% Q4 2025 Feb 17, 2026
HBW ADVISORY SERVICES LLC History Reduced 19,353 2,278 0.25% 0.29% 418 -2,432 -11.16% Q4 2025 Jan 23, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 19,327 2,275 0.31% — 419 +19,327 New Q4 2025 Feb 12, 2026
Boltwood Capital Management History Added to 19,324 2,274 0.59% 0.59% 420 +594 3.17% Q4 2025 Jan 02, 2026
Fulcrum Equity Management History Reduced 19,313 2,273 2.18% 2.4% 421 -682 -3.41% Q4 2025 Jan 06, 2026
Redwood Financial Network Corp History Reduced 19,238 2,264 1.44% 1.48% 422 -465 -2.36% Q4 2025 Feb 10, 2026
Patten Group, Inc. History Reduced 19,197 2,259 0.42% 0.45% 423 -342 -1.75% Q4 2025 Jan 23, 2026
D.B. Root & Company, LLC History Added to 19,139 2,253 0.55% 0.57% 424 +8 0.04% Q4 2025 Feb 03, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 18,682 2,217 1.77% 1.81% 425 -344 -1.81% Q4 2025 Feb 12, 2026
United Asset Strategies, Inc. History Added to 18,775 2,210 0.17% 0.17% 426 +348 1.89% Q4 2025 Jan 28, 2026
STRAIGHTLINE GROUP LLC History Added to 18,869 2,206 1.21% 1.12% 427 +1,992 11.8% Q4 2025 Feb 09, 2026
COUNTRY TRUST BANK History Added to 18,690 2,200 0.04% 0.05% 428 +518 2.85% Q4 2025 Jan 21, 2026
Bank of Marin History Reduced 18,633 2,193 1.51% 1.63% 429 -887 -4.54% Q4 2025 Feb 17, 2026
Magnus Financial Group LLC History Reduced 18,625 2,192 0.17% 0.19% 430 -1,391 -6.95% Q4 2025 Jan 07, 2026
Dynamic Wealth Strategies, LLC History Added to 18,576 2,186 1.3% 1.35% 431 +1,516 8.89% Q4 2025 Feb 04, 2026
SG Americas Securities, LLC History Reduced 18,432 2,170 0.0% 0.05% 432 -99,972 -84.43% Q4 2025 Jan 09, 2026
OKABENA INVESTMENT SERVICES INC History Added to 18,385 2,164 0.41% 0.41% 433 +392 2.18% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 18,316 2,156 0.01% 0.01% 434 +207 1.14% Q4 2025 Jan 30, 2026
SteelPeak Wealth, LLC History Reduced 18,243 2,147 0.07% 0.14% 435 -16,202 -47.04% Q4 2025 Jan 20, 2026
Cornerstone National Bank & Trust Co History Added to 18,236 2,146 0.86% 0.87% 436 +185 1.02% Q4 2025 Jan 29, 2026
Guardian Asset Advisors, LLC History Reduced 18,168 2,140 1.11% 1.31% 437 -2,325 -11.35% Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Added to 18,130 2,134 0.01% 0.01% 438 +574 3.27% Q4 2025 Feb 12, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 18,123 2,133 0.04% 0.05% 439 -1,814 -9.1% Q4 2025 Feb 10, 2026
Retireful, LLC History Reduced 18,005 2,129 2.67% 2.07% 440 -119 -0.66% Q4 2025 Jan 15, 2026
CHOREO, LLC History Added to 17,779 2,103 0.03% 0.03% 441 +1,062 6.35% Q4 2025 Jan 23, 2026
Advisor OS, LLC History Reduced 17,828 2,098 0.17% 0.2% 442 -1,484 -7.68% Q4 2025 Feb 04, 2026
HUNTINGTON NATIONAL BANK History Reduced 17,797 2,095 0.01% 0.01% 443 -95 -0.53% Q4 2025 Feb 09, 2026
Perennial Investment Advisors, LLC History Reduced 17,685 2,082 0.16% 0.24% 444 -6,415 -26.62% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Added to 17,680 2,081 0.01% 0.0% 445 +8,321 88.91% Q4 2025 Feb 13, 2026
Fiduciary Planning LLC History Added to 17,649 2,077 0.63% 0.63% 446 +308 1.78% Q4 2025 Jan 22, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 17,444 2,053 0.17% 0.18% 447 -250 -1.41% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Reduced 17,416 2,050 0.01% 0.02% 448 -290 -1.64% Q4 2025 Feb 18, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 17,343 2,041 0.24% 0.24% 449 +37 0.21% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 17,300 2,036 0.07% 0.08% 450 -656 -3.65% Q4 2025 Jan 21, 2026
Beech Hill Advisors, Inc. History Reduced 17,240 2,029 0.97% 0.99% 451 -592 -3.32% Q4 2025 Jan 14, 2026
Sequent Planning LLC History Added to 17,123 2,015 0.51% 0.44% 452 +3,889 29.39% Q4 2025 Feb 05, 2026
Edgestream Partners, L.P. History Added to 17,097 2,012 0.06% 0.03% 453 +8,031 88.58% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Added to 17,113 2,007 0.02% 0.02% 454 +2,180 14.6% Q4 2025 Jan 26, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 16,773 1,974 0.54% 0.64% 455 -819 -4.66% Q4 2025 Feb 10, 2026
KKM Financial LLC History Added to 16,671 1,962 0.35% 0.45% 456 +4,611 38.23% Q4 2025 Feb 18, 2026
ARS Investment Partners, LLC History Added to 16,647 1,959 0.11% 0.12% 457 +1,229 7.97% Q4 2025 Feb 05, 2026
MontVue Capital Management, Inc. History Reduced 16,647 1,959 1.3% 1.33% 458 -113 -0.67% Q4 2025 Jan 27, 2026
EPG Wealth Management LLC History Added to 16,312 1,920 0.52% 0.53% 459 +203 1.26% Q4 2025 Jan 28, 2026
Symmetry Investments LP History New 16,100 1,895 0.16% — 460 +16,100 New Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History Added to 16,003 1,884 0.06% 0.06% 461 +4,440 38.4% Q4 2025 Feb 13, 2026
Capital Investment Counsel, LLC History Reduced 15,962 1,879 0.26% 0.44% 462 -9,469 -37.23% Q4 2025 Feb 02, 2026
BROWN ADVISORY INC History Reduced 15,910 1,872 0.0% 0.0% 463 -36 -0.23% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Added to 15,848 1,865 0.09% 0.09% 464 +287 1.84% Q4 2025 Jan 20, 2026
Composition Wealth, LLC History Added to 15,833 1,863 0.03% 0.02% 465 +2,694 20.5% Q4 2025 Feb 02, 2026
Pine Valley Investments Ltd Liability Co History Added to 15,783 1,857 0.09% 0.08% 466 +1,204 8.26% Q4 2025 Feb 13, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 15,664 1,843 0.09% 0.1% 467 -115 -0.73% Q4 2025 Feb 03, 2026
CWC Advisors, LLC. History Reduced 15,656 1,843 0.89% 0.91% 468 -65 -0.41% Q4 2025 Jan 26, 2026
Haverford Trust Co History Reduced 15,615 1,838 0.02% 0.02% 469 -27 -0.17% Q4 2025 Feb 13, 2026
Vertex Investment Solutions Co., Ltd. History New 15,400 1,815 1.8% — 470 +15,400 New Q4 2025 Feb 05, 2026
Constitution Capital LLC History Added to 15,346 1,806 0.85% 0.37% 471 +8,652 129.25% Q4 2025 Jan 09, 2026
Cresset Asset Management, LLC History Added to 15,220 1,791 0.01% 0.01% 472 +192 1.28% Q4 2025 Feb 17, 2026
PETERSON WEALTH MANAGEMENT History Reduced 15,196 1,788 1.33% 2.33% 473 -13,226 -46.53% Q4 2025 Feb 04, 2026
MANCHESTER FINANCIAL INC History Added to 15,098 1,777 0.33% 0.34% 474 +673 4.67% Q4 2025 Feb 12, 2026
AMG National Trust Bank History Added to 15,076 1,774 0.04% 0.04% 475 +197 1.32% Q4 2025 Jan 30, 2026
Vise Technologies, Inc. History Added to 14,915 1,755 0.03% 0.02% 476 +10,421 231.89% Q4 2025 Feb 11, 2026
PLIMOTH TRUST CO LLC History Reduced 14,537 1,711 0.38% 0.4% 477 -313 -2.11% Q4 2025 Jan 27, 2026
Mirador Capital Partners LP History Reduced 14,383 1,693 0.23% 0.25% 478 -307 -2.09% Q4 2025 Jan 14, 2026
10Elms LLP History Added to 14,341 1,688 1.55% 1.49% 479 +330 2.36% Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 14,261 1,678 0.02% 0.03% 480 -2,388 -14.34% Q4 2025 Jan 22, 2026
Wealthcare Advisory Partners LLC History Added to 14,208 1,672 0.03% 0.03% 481 +277 1.99% Q4 2025 Jan 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 14,181 1,669 0.01% 0.01% 482 +4,084 40.45% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Reduced 14,100 1,659 0.0% 0.08% 483 -658,692 -97.9% Q4 2025 Feb 13, 2026
Williams Jones Wealth Management, LLC. History No change 14,075 1,656 0.02% 0.02% 484 0 0.0% Q4 2025 Feb 13, 2026
Advisor Resource Council History New 13,761 1,646 0.58% — 485 +13,761 New Q4 2025 Feb 10, 2026
Roberts Wealth Advisors, LLC History Reduced 13,982 1,645 0.43% 0.51% 486 -2,340 -14.34% Q4 2025 Jan 13, 2026
DEARBORN PARTNERS LLC History Reduced 13,939 1,640 0.08% 0.08% 487 -400 -2.79% Q4 2025 Feb 11, 2026
INGALLS & SNYDER LLC History Added to 13,749 1,619 0.06% 0.05% 488 +700 5.36% Q4 2025 Feb 13, 2026
Advyzon Investment Management, LLC History Added to 13,719 1,615 0.19% 0.22% 489 +3,039 28.46% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 13,706 1,614 0.0% 0.0% 490 -287 -2.05% Q4 2025 Feb 05, 2026
EVOKE WEALTH, LLC History Added to 13,684 1,610 0.03% 0.01% 491 +9,338 214.86% Q4 2025 Feb 06, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 13,483 1,587 0.3% 0.23% 492 -154 -1.13% Q4 2025 Feb 02, 2026
U.S. Capital Wealth Advisors, LLC History Added to 13,475 1,586 0.04% 0.04% 493 +783 6.17% Q4 2025 Jan 23, 2026
Koshinski Asset Management, Inc. History Added to 13,384 1,575 0.1% 0.09% 494 +2,086 18.46% Q4 2025 Feb 03, 2026
ES4, LLC History New 13,377 1,574 1.08% — 495 +13,377 New Q4 2025 Feb 13, 2026
Global Financial Private Client, LLC History Reduced 13,323 1,568 0.55% 0.57% 496 -186 -1.38% Q4 2025 Jan 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 13,188 1,552 0.08% 0.1% 497 -449 -3.29% Q4 2025 Jan 26, 2026
Soltis Investment Advisors LLC History Reduced 13,067 1,538 0.1% 0.12% 498 -1,474 -10.14% Q4 2025 Apr 02, 2026
Farther Finance Advisors, LLC History Added to 13,063 1,537 0.02% 0.02% 499 +1,005 8.33% Q4 2025 Jan 23, 2026
NWAM LLC History Reduced 12,939 1,523 0.09% 0.21% 500 -21,110 -62.0% Q4 2025 Feb 04, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 12,888 1,517 0.3% 0.33% 501 -1,523 -10.57% Q4 2025 Jan 12, 2026
FLAGSTAR ADVISORS INC History Added to 12,740 1,499 0.5% 0.46% 502 +5 0.04% Q4 2025 Jan 13, 2026
Ausdal Financial Partners, Inc. History Reduced 12,709 1,496 0.07% 0.09% 503 -2,967 -18.93% Q4 2025 Feb 13, 2026
Almanack Investment Partners, LLC. History Reduced 12,692 1,494 0.25% 0.32% 504 -4,683 -26.95% Q4 2025 Jan 29, 2026
COMMERCE BANK History Added to 12,622 1,485 0.01% 0.01% 505 +2,711 27.35% Q4 2025 Feb 13, 2026
ASSOCIATED BANC-CORP History Reduced 12,591 1,482 0.04% 0.04% 506 -314 -2.43% Q4 2025 Feb 06, 2026
Arta Finance Wealth Management LLC History New 12,565 1,479 0.75% — 507 +12,565 New Q4 2025 Jan 20, 2026
Diversify Advisory Services, LLC History Added to 12,823 1,476 0.05% 0.05% 508 +5 0.04% Q4 2025 Jan 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 12,527 1,474 0.02% 0.01% 509 +4,290 52.08% Q4 2025 Feb 09, 2026
Retirement Planning Group, LLC History Added to 12,505 1,472 0.05% 0.05% 510 +830 7.11% Q4 2025 Feb 03, 2026
Capitol Family Office, Inc. History Added to 12,507 1,472 1.74% 1.69% 511 +738 6.27% Q4 2025 Jan 26, 2026
SCS Capital Management LLC History Reduced 12,350 1,453 0.02% 0.02% 512 -836 -6.34% Q4 2025 Feb 10, 2026
Northstar Advisory Group, LLC History Reduced 12,330 1,451 0.52% 1.08% 514 -10,113 -45.06% Q4 2025 Jan 15, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Added to 12,326 1,451 1.22% 1.25% 513 +14 0.11% Q4 2025 Jan 29, 2026
Tidal Investments LLC History Reduced 12,286 1,446 0.0% 0.01% 515 -12,634 -50.7% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 12,212 1,437 0.03% 0.01% 516 +7,720 171.86% Q4 2025 Feb 13, 2026
Berkeley Capital Partners, LLC History New 12,174 1,433 0.34% — 517 +12,174 New Q4 2025 Feb 05, 2026
Brookwood Investment Group LLC History Reduced 12,079 1,421 0.17% 0.21% 518 -1,477 -10.9% Q4 2025 Jan 22, 2026
SVB WEALTH LLC History Added to 12,056 1,419 0.08% 0.07% 519 +1,171 10.76% Q4 2025 Feb 04, 2026
A. D. Beadell Investment Counsel, Inc. History No change 12,025 1,415 0.92% 0.97% 520 0 0.0% Q4 2025 Jan 14, 2026
Keel Point, LLC History Added to 11,971 1,409 0.08% 0.09% 521 +17 0.14% Q4 2025 Feb 12, 2026
D.A. DAVIDSON & CO. History Added to 11,917 1,402 0.01% 0.01% 522 +3,903 48.7% Q4 2025 Jan 29, 2026
Arete Wealth Advisors, LLC History Added to 11,878 1,398 0.09% 0.09% 523 +400 3.48% Q4 2025 Feb 13, 2026
Cladis Investment Advisory, LLC History Reduced 11,775 1,386 0.76% 0.8% 524 -100 -0.84% Q4 2025 Feb 13, 2026
APPLETON PARTNERS INC/MA History Reduced 11,677 1,375 0.09% 0.1% 525 -835 -6.67% Q4 2025 Jan 09, 2026
Avior Wealth Management, LLC History Reduced 11,548 1,359 0.04% 0.05% 526 -1,150 -9.06% Q4 2025 Jan 06, 2026
LVZ, Inc. History Added to 11,383 1,340 0.15% 0.14% 527 +802 7.58% Q4 2025 Feb 10, 2026
SHUTTLEWORTH & Co History Added to 11,361 1,337 1.22% 1.13% 528 +869 8.28% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Added to 11,312 1,331 0.05% 0.05% 529 +1 0.01% Q4 2025 Feb 02, 2026
GLENMEDE TRUST CO NA History New 11,282 1,328 0.01% — 530 +11,282 New Q4 2025 Feb 17, 2026
Mosley Wealth Management History New 11,444 1,322 0.61% — 531 +11,444 New Q4 2025 Feb 12, 2026
BAILARD, INC. History Reduced 11,229 1,321 0.03% 0.03% 532 -205 -1.79% Q4 2025 Feb 04, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 11,146 1,312 0.21% 0.22% 533 -185 -1.63% Q4 2025 Feb 11, 2026
Glenview Trust Co History Added to 11,063 1,302 0.02% 0.01% 534 +3,509 46.45% Q4 2025 Feb 09, 2026
ARWA LLC History New 11,040 1,299 0.76% — 535 +11,040 New Q4 2025 Feb 27, 2026
PROFFITT & GOODSON INC History Reduced 11,025 1,297 0.18% 0.21% 536 -1,074 -8.88% Q4 2025 Jan 27, 2026
Institute for Wealth Management, LLC. History Added to 11,014 1,296 0.14% 0.12% 538 +1,341 13.86% Q4 2025 Jan 27, 2026
CALTON & ASSOCIATES, INC. History Added to 11,016 1,296 0.19% 0.17% 537 +1,337 13.81% Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History Reduced 11,006 1,295 0.07% 0.07% 539 -10 -0.09% Q4 2025 Feb 11, 2026
Black Maple Capital Management LP History No change 10,970 1,291 0.9% 0.63% 540 0 0.0% Q4 2025 Feb 17, 2026
Farmers National Bank History New 10,936 1,287 0.29% — 541 +10,936 New Q4 2025 Mar 12, 2026
Whitaker-Myers Wealth Managers, LTD. History New 10,911 1,284 0.27% — 542 +10,911 New Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History Reduced 10,858 1,278 0.11% 0.15% 543 -3,566 -24.72% Q4 2025 Jan 26, 2026
Ironwood Investment Counsel, LLC History Added to 10,856 1,278 0.18% 0.16% 544 +1,527 16.37% Q4 2025 Feb 06, 2026
Massar Capital Management, LP History New 10,844 1,276 0.14% — 545 +10,844 New Q4 2025 Feb 17, 2026
Connecticut Wealth Management, LLC History Added to 10,653 1,254 0.05% 0.05% 546 +641 6.4% Q4 2025 Feb 12, 2026
Fifth Third Wealth Advisors LLC History Added to 10,645 1,253 0.04% 0.04% 548 +933 9.61% Q4 2025 Jan 15, 2026
WEDBUSH SECURITIES INC History Added to 10,643 1,253 0.04% 0.04% 547 +669 6.71% Q4 2025 Feb 12, 2026
Phillips Wealth Planners LLC History Reduced 10,864 1,245 1.0% 1.06% 549 -143 -1.3% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 10,490 1,234 0.03% 0.03% 550 +127 1.23% Q4 2025 Feb 09, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 10,466 1,232 0.2% 0.21% 551 +937 9.83% Q4 2025 Jan 26, 2026
Garden State Investment Advisory Services LLC History Added to 10,429 1,227 0.27% 0.21% 552 +2,535 32.11% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Added to 10,359 1,219 0.05% 0.05% 553 +555 5.66% Q4 2025 Feb 10, 2026
Howard Capital Management Inc. History Reduced 10,210 1,201 0.02% 0.02% 554 -711 -6.51% Q4 2025 Jan 23, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 10,183 1,198 0.19% 0.21% 555 0 0.0% Q4 2025 Jan 29, 2026
McLaughlin Asset Management, Inc. History New 10,090 1,187 1.06% — 556 +10,090 New Q4 2025 Feb 20, 2026
Agate Pass Investment Management, LLC History Reduced 9,992 1,176 0.44% 0.47% 557 -350 -3.38% Q4 2025 Jan 08, 2026
Ridgepath Capital Management LLC History No change 9,719 1,150 0.53% 0.49% 558 0 0.0% Q4 2025 Feb 04, 2026
MGO ONE SEVEN LLC History Reduced 9,703 1,142 0.02% 0.03% 559 -1,792 -15.59% Q4 2025 Feb 03, 2026
Range Financial Group LLC History No change 9,702 1,142 0.4% 0.41% 560 0 0.0% Q4 2025 Jan 15, 2026
Belpointe Asset Management LLC History Added to 9,552 1,124 0.04% 0.04% 561 +1,635 20.65% Q4 2025 Jan 27, 2026
Jacobi Capital Management LLC History Reduced 9,494 1,117 0.06% 0.07% 562 -287 -2.93% Q4 2025 Feb 13, 2026
First Citizens Financial Corp History Added to 9,453 1,112 0.55% 0.52% 563 +497 5.55% Q4 2025 Jan 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 9,394 1,105 0.05% 0.09% 564 -8,491 -47.48% Q4 2025 Jan 21, 2026
Wealth Enhancement Trust Services, Inc. History New 9,376 1,103 0.14% — 565 +9,376 New Q4 2025 Jan 27, 2026
Focus Financial Network, Inc. History Reduced 9,353 1,101 0.04% 0.08% 566 -9,233 -49.68% Q4 2025 Jan 12, 2026
Beaumont Financial Advisors, LLC History Added to 9,257 1,089 0.07% 0.07% 567 +36 0.39% Q4 2025 Jan 16, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 9,242 1,087 0.23% 0.28% 568 +2,372 34.53% Q4 2025 Feb 12, 2026
Bryn Mawr Trust Advisors, LLC History No change 9,210 1,084 0.05% 0.05% 569 0 0.0% Q4 2025 Feb 04, 2026
IEQ CAPITAL, LLC History Added to 9,193 1,082 0.0% 0.0% 570 +608 7.08% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Added to 9,225 1,080 0.04% 0.04% 571 +11 0.12% Q4 2025 Jan 08, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Reduced 9,161 1,078 0.8% 0.89% 572 -643 -6.56% Q4 2025 Jan 27, 2026
MMA ASSET MANAGEMENT LLC History Reduced 9,131 1,074 0.38% 0.36% 573 -4 -0.04% Q4 2025 Feb 03, 2026
Van Cleef Asset Management,Inc History No change 9,105 1,071 0.11% 0.11% 574 0 0.0% Q4 2025 Feb 09, 2026
Wealthfront Advisers LLC History Added to 8,959 1,054 0.0% 0.0% 575 +286 3.3% Q4 2025 Jan 30, 2026
Abbot Financial Management, Inc. History Added to 8,946 1,053 0.44% 0.15% 576 +5,941 197.7% Q4 2025 Feb 13, 2026
Financial Engines Advisors L.L.C. History Reduced 8,906 1,048 0.0% 0.0% 577 -72 -0.8% Q4 2025 Feb 12, 2026
Blue Chip Partners, LLC History Added to 8,734 1,028 0.07% 0.05% 578 +3,052 53.71% Q4 2025 Feb 18, 2026
WHALEROCK POINT PARTNERS, LLC History No change 8,707 1,024 0.19% 0.21% 579 0 0.0% Q4 2025 Feb 13, 2026
Loudon Investment Management, LLC History Reduced 8,610 1,013 0.53% 0.9% 580 -5,879 -40.58% Q4 2025 Feb 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 8,583 1,010 0.06% 0.35% 581 -35,783 -80.65% Q4 2025 Feb 06, 2026
Golden State Equity Partners History New 8,577 1,009 0.16% — 582 +8,577 New Q4 2025 Jan 29, 2026
FULTON BANK, N.A. History Added to 8,504 1,001 0.03% 0.03% 583 +2,193 34.75% Q4 2025 Jan 08, 2026
Rothschild Wealth LLC History Reduced 8,492 999 0.1% 0.23% 584 -497 -5.53% Q4 2025 Feb 17, 2026
WEALTHGARDEN F.S. LLC History Added to 8,490 999 0.66% 0.67% 585 +449 5.58% Q4 2025 Feb 11, 2026
Hilton Capital Management, LLC History Added to 8,460 995 0.07% 0.08% 586 +8 0.09% Q4 2025 Feb 12, 2026
SP Asset Management LLC History Added to 8,381 986 0.08% 0.08% 587 +25 0.3% Q4 2025 Jan 28, 2026
Pines Wealth Management, LLC History Reduced 8,298 976 0.32% 0.33% 588 -105 -1.25% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History Reduced 8,264 972 0.1% 0.11% 589 -156 -1.85% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History New 8,255 971 0.0% — 590 +8,255 New Q4 2025 Feb 17, 2026
Atlas Legacy Advisors, LLC History Reduced 8,179 962 0.17% 0.19% 591 -115 -1.39% Q4 2025 Jan 29, 2026
Argent Trust Co History Reduced 8,128 956 0.03% 0.04% 593 -622 -7.11% Q4 2025 Feb 10, 2026
Savant Capital, LLC History Reduced 8,128 956 0.01% 0.01% 592 -310 -3.67% Q4 2025 Feb 10, 2026
MKT Advisors LLC History No change 8,121 956 0.33% 0.35% 594 0 0.0% Q4 2025 Jan 08, 2026
NewEdge Wealth, LLC History Reduced 8,087 951 0.01% 0.01% 595 -157 -1.9% Q4 2025 Feb 03, 2026
MONETARY MANAGEMENT GROUP INC History Added to 8,025 944 0.22% 0.18% 596 +1,500 22.99% Q4 2025 Feb 11, 2026
Global Endowment Management, LP History No change 8,000 942 0.12% 0.12% 597 0 0.0% Q4 2025 Feb 13, 2026
JM2 Capital Inc. History New 7,994 941 0.76% — 598 +7,994 New Q4 2025 Jan 23, 2026
Pure Financial Advisors, LLC History Added to 7,975 938 0.17% 0.01% 599 +237 3.06% Q4 2025 Mar 04, 2026
Neuberger Berman Group LLC History Added to 7,964 937 0.0% 0.0% 600 +59 0.75% Q4 2025 Feb 13, 2026
Capstone Wealth Management Group LLC History No change 7,956 936 0.57% 0.6% 601 0 0.0% Q4 2025 Jan 09, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 7,868 926 0.02% 0.01% 602 +1,238 18.67% Q4 2025 Feb 12, 2026
Ally Invest Advisors Inc. History Reduced 7,831 921 0.06% 0.07% 603 -386 -4.7% Q4 2025 Feb 13, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 7,779 915 0.43% 0.42% 604 0 0.0% Q4 2025 Jan 26, 2026
Elevated Capital Advisors, LLC History Added to 7,746 911 0.21% 0.21% 606 +462 6.34% Q4 2025 Jan 27, 2026
CENTRAL TRUST Co History Reduced 7,747 911 0.02% 0.02% 605 -25 -0.32% Q4 2025 Feb 02, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 7,682 904 0.29% 0.61% 608 -704 -8.39% Q4 2025 Jan 22, 2026
Gateway Wealth Partners, LLC History Added to 7,680 904 0.1% 0.12% 607 +266 3.59% Q4 2025 Feb 11, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 7,668 902 0.15% — 609 +7,668 New Q4 2025 Feb 12, 2026
Hopwood Financial Services, Inc. History Added to 7,636 898 0.63% 0.6% 610 +21 0.28% Q4 2025 Jan 16, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 7,597 894 0.2% 0.21% 611 +8 0.11% Q4 2025 Jan 12, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 7,615 893 0.02% 0.02% 613 +1,027 15.59% Q4 2025 Jan 26, 2026
FIRST HORIZON CORP History Reduced 7,588 893 0.04% 0.04% 612 -108 -1.4% Q4 2025 Jan 27, 2026
Ascent Group, LLC History Reduced 7,543 887 0.03% 0.03% 614 -394 -4.96% Q4 2025 Jan 20, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 7,479 884 0.06% 0.08% 615 -1,592 -17.55% Q4 2025 Jan 15, 2026
MOULTON WEALTH MANAGEMENT, INC History Reduced 7,532 880 0.83% 0.65% 616 -15 -0.2% Q4 2025 Jan 13, 2026
Ifrah Financial Services, Inc. History Reduced 7,458 877 0.23% 0.23% 617 -142 -1.87% Q4 2025 Jan 22, 2026
PFG Investments, LLC History Reduced 7,451 877 0.04% 0.05% 618 -91 -1.21% Q4 2025 Jan 26, 2026
Q3 Asset Management History Reduced 7,330 862 0.2% 0.3% 619 -108 -1.45% Q4 2025 Jan 27, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 7,317 861 0.08% 0.08% 620 +260 3.68% Q4 2025 Feb 06, 2026
Busey Bank History Reduced 7,283 857 0.02% 0.02% 621 -12 -0.16% Q4 2025 Jan 27, 2026
Per Stirling Capital Management, LLC. History Reduced 7,277 856 0.1% 0.37% 622 -18,722 -72.01% Q4 2025 Feb 17, 2026
Legacy Private Trust Co. History Reduced 7,234 851 0.05% 0.05% 623 -91 -1.24% Q4 2025 Jan 08, 2026
ROCKLAND TRUST CO History Reduced 7,212 848 0.03% 0.04% 624 -689 -8.72% Q4 2025 Jan 15, 2026
Luminist Capital LLC History Added to 7,211 848 1.05% 0.72% 625 +52 0.73% Q4 2025 Feb 13, 2026
Rockingstone Advisors LLC History Added to 7,193 846 0.39% 0.39% 626 +498 7.44% Q4 2025 Jan 28, 2026
Asset One Wealth Management LLC History New 7,025 840 0.12% — 627 +7,025 New Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Reduced 7,116 837 0.01% 0.02% 628 -275 -3.72% Q4 2025 Jan 22, 2026
Ameritas Advisory Services, LLC History Added to 7,032 827 0.03% 0.01% 630 +5,586 386.31% Q4 2025 Feb 04, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 7,029 827 0.2% 0.21% 629 -206 -2.85% Q4 2025 Jan 20, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 7,004 824 0.14% 0.15% 632 -12 -0.17% Q4 2025 Feb 11, 2026
TOMPKINS FINANCIAL CORP History No change 7,000 824 0.06% 0.07% 631 0 0.0% Q4 2025 Jan 08, 2026
Signet Private Wealth LLC History New 6,993 823 0.79% — 633 +6,993 New Q4 2025 Feb 11, 2026
Ethos Financial Group, LLC History Reduced 6,915 813 0.06% 0.21% 634 -15,304 -68.88% Q4 2025 Jan 20, 2026
DV Trading LLC History New 6,900 812 0.02% — 635 +6,900 New Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Reduced 6,894 811 0.01% 0.02% 636 -175 -2.48% Q4 2025 Jan 16, 2026
Barnes Wealth Management Group, Inc History Reduced 6,856 807 0.43% 0.46% 637 -146 -2.09% Q4 2025 Feb 24, 2026
ADIRONDACK TRUST CO History Added to 6,850 806 0.27% 0.27% 638 +11 0.16% Q4 2025 Jan 08, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 6,841 805 0.06% 0.06% 639 +100 1.48% Q4 2025 Feb 02, 2026
Madison Wealth Partners, Inc History Added to 6,833 804 0.15% 0.16% 640 +107 1.59% Q4 2025 Feb 10, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Reduced 6,801 800 0.15% 0.14% 641 -216 -3.08% Q4 2025 Feb 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 6,755 795 0.03% 0.03% 642 +211 3.22% Q4 2025 Feb 09, 2026
Legacy Capital Group California, Inc. History Reduced 6,757 795 0.19% 0.2% 643 -17 -0.25% Q4 2025 Jan 28, 2026
Csenge Advisory Group History Reduced 6,725 791 0.04% 0.04% 644 -883 -11.61% Q4 2025 Feb 06, 2026
Howard Capital Management Group, LLC History Added to 6,721 791 0.05% 0.05% 645 +36 0.54% Q4 2025 Jan 16, 2026
Blue Fin Capital, Inc. History Added to 6,637 781 0.12% 0.11% 646 +661 11.06% Q4 2025 Jan 23, 2026
jvl associates llc History No change 6,625 779 0.25% 0.26% 647 0 0.0% Q4 2025 Jan 09, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 6,612 778 0.28% 0.31% 648 -620 -8.57% Q4 2025 Jan 21, 2026
Burford Brothers, Inc. History Reduced 6,614 778 0.32% 0.33% 649 -8 -0.12% Q4 2025 Feb 05, 2026
Mystic Asset Management, Inc. History No change 6,600 776 0.18% 0.18% 650 0 0.0% Q4 2025 Jan 28, 2026
Kovack Advisors, Inc. History Added to 6,513 766 0.04% 0.03% 651 +4,197 181.22% Q4 2025 Feb 17, 2026
Joseph P. Lucia & Associates, LLC History Added to 6,460 760 0.27% 0.23% 652 +1,370 26.92% Q4 2025 Jan 28, 2026
Ark Wealth Advisors LLC History New 6,340 746 0.8% — 653 +6,340 New Q4 2025 Feb 18, 2026
Russell Investments Group, Ltd. History Reduced 6,279 739 0.0% 0.0% 654 -239 -3.67% Q4 2025 Feb 17, 2026
Kaizen Financial Strategies History Reduced 6,272 738 0.33% 0.34% 655 -518 -7.63% Q4 2025 Jan 21, 2026
Kessler Investment Group, LLC History Added to 6,181 727 0.31% 0.31% 656 +61 1.0% Q4 2025 Feb 03, 2026
MONTAG A & ASSOCIATES INC History Reduced 6,167 725 0.03% 0.03% 657 -93 -1.49% Q4 2025 Feb 02, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 6,150 723 0.06% 0.07% 658 -170 -2.69% Q4 2025 Feb 09, 2026
Beacon Financial Advisory LLC History Added to 6,098 717 0.17% 0.15% 659 +529 9.5% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Reduced 6,066 714 0.02% 0.03% 660 -87 -1.41% Q4 2025 Feb 06, 2026
City Center Advisors, LLC History Reduced 5,931 698 0.64% 0.84% 661 -1,328 -18.29% Q4 2025 Jan 05, 2026
AmeriServ Wealth Advisors History Reduced 5,914 696 0.4% 0.38% 662 -502 -7.82% Q4 2025 Feb 10, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 5,913 696 0.25% 0.26% 663 +365 6.58% Q4 2025 Jan 26, 2026
Secure Asset Management, LLC History Added to 5,910 695 0.11% 0.11% 664 +290 5.16% Q4 2025 Jan 20, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 5,837 687 0.44% 0.49% 665 0 0.0% Q4 2025 Jan 26, 2026
FineMark National Bank & Trust History Added to 5,764 678 0.02% 0.01% 666 +1,964 51.68% Q4 2025 Feb 12, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 5,766 678 0.11% 0.13% 667 -381 -6.2% Q4 2025 Jan 22, 2026
Rollins Financial Advisors, LLC History Added to 5,733 674 0.1% 0.09% 668 +453 8.58% Q4 2025 Feb 04, 2026
Midwest Trust Co History Added to 5,708 671 0.01% 0.01% 669 +637 12.56% Q4 2025 Feb 04, 2026
Lunt Capital Management, Inc. History New 5,697 670 0.25% — 671 +5,697 New Q4 2025 Jan 23, 2026
FIRST UNITED BANK & TRUST History Reduced 5,695 670 0.21% 0.23% 670 -215 -3.64% Q4 2025 Jan 21, 2026
Bedell Frazier Investment Counselling, LLC History New 5,690 669 0.13% — 672 +5,690 New Q4 2025 Feb 17, 2026
Horizon Wealth Management, LLC History Reduced 5,679 668 0.1% 6.3% 673 -356,602 -98.43% Q4 2025 Feb 04, 2026
Hyundai Investments Co., Ltd. History New 5,633 666 0.65% — 674 +5,633 New Q4 2025 Feb 17, 2026
Jacobs Equity LLC History New 5,635 663 0.64% — 676 +5,635 New Q4 2025 Feb 19, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 5,640 663 0.2% 0.21% 675 +209 3.85% Q4 2025 Feb 12, 2026
Fragasso Financial Advisors Inc History Added to 5,591 658 0.04% 0.03% 677 +816 17.09% Q4 2025 Jan 07, 2026
Pinnacle Family Advisors, LLC History Added to 5,579 656 0.29% 0.14% 678 +2,790 100.04% Q4 2025 Feb 17, 2026
Balefire, LLC History Reduced 5,540 652 0.13% 0.16% 679 -1,222 -18.07% Q4 2025 Jan 12, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 5,521 649 0.01% 0.01% 680 +550 11.06% Q4 2025 Feb 18, 2026
Greystone Financial Group, LLC History Added to 5,468 643 0.1% 0.1% 681 +134 2.51% Q4 2025 Jan 27, 2026
EASTERN BANK History Added to 5,456 642 0.01% 0.01% 682 +1,597 41.38% Q4 2025 Jan 14, 2026
Sunbelt Securities, Inc. History Added to 5,462 642 0.04% 0.04% 683 +1 0.02% Q4 2025 Feb 20, 2026
Sather Financial Group Inc History Reduced 5,449 641 0.03% 0.04% 684 -40 -0.73% Q4 2025 Jan 26, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 5,436 639 0.0% 0.0% 685 +501 10.15% Q4 2025 Feb 12, 2026
Gryphon Financial Partners LLC History No change 5,416 637 0.07% 0.07% 686 0 0.0% Q4 2025 Jan 08, 2026
Fearless Solutions, LLC dba Best Invest History New 5,409 636 0.39% — 689 +5,409 New Q4 2025 Jan 20, 2026
REGIONS FINANCIAL CORP History New 5,403 636 0.0% — 687 +5,403 New Q4 2025 Jan 27, 2026
Caldwell Trust Co History Reduced 5,409 636 0.06% 0.06% 688 -251 -4.43% Q4 2025 Jan 30, 2026
RCW Management, LLC History New 5,367 631 0.64% — 690 +5,367 New Q4 2025 Jan 30, 2026
Astra Wealth Partners LLC History Added to 5,323 626 0.37% 0.39% 691 +360 7.25% Q4 2025 Feb 02, 2026
Inspire Advisors, LLC History Reduced 5,268 620 0.06% 0.06% 692 -448 -7.84% Q4 2025 Feb 13, 2026
True Vision MN LLC History Added to 5,261 619 0.31% 0.32% 694 +78 1.5% Q4 2025 Jan 14, 2026
Vident Advisory, LLC History Reduced 5,259 619 0.01% 0.01% 693 -56 -1.05% Q4 2025 Feb 18, 2026
Concorde Asset Management, LLC History Reduced 5,233 616 0.25% 0.27% 695 -286 -5.18% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 5,224 615 0.0% — 696 +5,224 New Q4 2025 Feb 18, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 5,204 612 0.01% 0.01% 698 -2,119 -28.94% Q4 2025 Jan 30, 2026
STOCK YARDS BANK & TRUST CO History Reduced 5,205 612 0.02% 0.02% 697 -58 -1.1% Q4 2025 Jan 21, 2026
NIXON PEABODY TRUST CO History No change 5,200 612 0.05% 0.05% 699 0 0.0% Q4 2025 Feb 06, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 5,197 611 0.0% 0.0% 700 -615 -10.58% Q4 2025 Feb 17, 2026
Visionary Wealth Advisors History Reduced 5,182 610 0.03% 0.03% 701 -364 -6.56% Q4 2025 Feb 13, 2026
Choate Investment Advisors History No change 5,177 609 0.01% 0.01% 702 0 0.0% Q4 2025 Feb 09, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 5,137 604 0.08% 0.08% 704 +453 9.67% Q4 2025 Jan 23, 2026
Circle Wealth Management, LLC History No change 5,138 604 0.01% 0.01% 703 0 0.0% Q4 2025 Feb 13, 2026
ELEVATUS WELATH MANAGEMENT History Added to 5,106 601 0.16% 0.17% 705 +17 0.33% Q4 2025 Jan 14, 2026
NBT BANK N A /NY History Added to 5,093 599 0.04% 0.04% 706 +461 9.95% Q4 2025 Jan 23, 2026
Welch Group, LLC History Added to 5,084 598 0.02% 0.02% 707 +1,099 27.58% Q4 2025 Jan 26, 2026
Coppell Advisory Solutions LLC History Reduced 4,995 590 0.06% 0.06% 709 -1 -0.02% Q4 2025 Feb 17, 2026
Compagnie Lombard Odier SCmA History No change 5,015 590 0.01% 0.01% 708 0 0.0% Q4 2025 Jan 16, 2026
Monetary Solutions, Ltd History New 5,006 589 0.58% — 710 +5,006 New Q4 2025 Feb 23, 2026
THOMPSON DAVIS & CO., INC. History Added to 4,997 588 0.35% 0.35% 711 +225 4.72% Q4 2025 Jan 12, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 5,000 588 0.14% 0.14% 712 0 0.0% Q4 2025 Feb 18, 2026
Waldron Private Wealth LLC History No change 4,977 585 0.02% 0.02% 713 0 0.0% Q4 2025 Jan 14, 2026
COFG Advisors, LLC History New 4,955 583 0.14% — 714 +4,955 New Q4 2025 Feb 10, 2026
Hardy Reed LLC History Reduced 4,934 580 0.04% 0.05% 715 -725 -12.81% Q4 2025 Feb 06, 2026
McAdam, LLC History Added to 4,887 575 0.03% 0.02% 716 +612 14.32% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 4,853 571 0.0% — 717 +4,853 New Q4 2025 Feb 13, 2026
Sherman Asset Management, Inc. History No change 4,844 570 0.48% 0.49% 718 0 0.0% Q4 2025 Feb 05, 2026
Destiny Wealth Partners, LLC History No change 4,815 567 0.07% 0.07% 719 0 0.0% Q4 2025 Feb 03, 2026
Gallacher Capital Management LLC History New 4,801 565 0.22% — 720 +4,801 New Q4 2025 Feb 03, 2026
EVOLVE PRIVATE WEALTH, LLC History New 4,789 563 0.03% — 721 +4,789 New Q4 2025 Feb 17, 2026
Clarius Group, LLC History No change 4,773 561 0.03% 0.03% 722 0 0.0% Q4 2025 Jan 14, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 4,763 560 0.03% 0.04% 723 -114 -2.34% Q4 2025 Feb 11, 2026
United Advisor Group, LLC History Added to 4,748 558 0.07% 0.07% 724 +66 1.41% Q4 2025 Jan 26, 2026
Manchester Capital Management LLC History Reduced 4,733 557 0.08% 0.09% 725 -860 -15.38% Q4 2025 Feb 11, 2026
BCS Wealth Management History Added to 4,716 555 0.06% 0.06% 726 +2,359 100.08% Q4 2025 Jan 26, 2026
Stonebrook Private Inc. History Reduced 4,647 547 0.11% 0.13% 728 -607 -11.55% Q4 2025 Feb 11, 2026
Stratos Investment Management, LLC History Added to 4,648 547 0.02% 0.02% 727 +52 1.13% Q4 2025 Jan 20, 2026
Crews Bank & Trust History No change 4,640 546 0.08% 0.08% 729 0 0.0% Q4 2025 Jan 21, 2026
AMJ Financial Wealth Management History Added to 4,632 545 0.13% 0.13% 730 +57 1.25% Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Reduced 4,595 540 0.01% 0.01% 731 -25 -0.54% Q4 2025 Jan 16, 2026
Essex Bank History New 4,584 539 0.12% — 733 +4,584 New Q4 2025 Feb 02, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 4,586 539 0.01% 0.01% 732 +378 8.98% Q4 2025 Feb 05, 2026
Trust Point Inc. History Added to 4,574 538 0.04% 0.04% 734 +50 1.11% Q4 2025 Jan 13, 2026
Alpha Cubed Investments, LLC History New 4,562 537 0.02% — 735 +4,562 New Q4 2025 Feb 03, 2026
Fortis Capital Management LLC History Added to 4,509 530 0.07% 0.07% 736 +14 0.31% Q4 2025 Feb 13, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 4,480 527 0.25% 0.27% 737 -400 -8.2% Q4 2025 Jan 22, 2026
Focus Partners Advisor Solutions, LLC History Reduced 4,454 524 0.01% 0.01% 739 -1,478 -24.92% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 4,455 524 0.03% 0.02% 740 +1,024 29.85% Q4 2025 Jan 28, 2026
WT Wealth Management History Added to 4,454 524 0.15% 0.14% 738 +343 8.34% Q4 2025 Feb 02, 2026
Garrett Wealth Advisory Group, LLC History No change 4,428 521 0.1% 0.1% 741 0 0.0% Q4 2025 Feb 04, 2026
VestGen Advisors, LLC History Reduced 4,393 517 0.02% 0.02% 743 -324 -6.87% Q4 2025 Feb 17, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 4,396 517 0.38% 0.41% 742 +1 0.02% Q4 2025 Jan 14, 2026
Portfolio Resources Advisor Group, Inc. History New 4,387 516 0.52% — 744 +4,387 New Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 20,881 514 0.01% 0.04% 745 +2,076 11.04% Q4 2025 Feb 11, 2026
Valeo Financial Advisors, LLC History Reduced 4,354 512 0.01% 0.01% 746 -42 -0.96% Q4 2025 Feb 04, 2026
Centennial Wealth Advisory LLC History Added to 4,349 511 0.14% 0.14% 747 +207 5.0% Q4 2025 Jan 14, 2026
MRWM Advisors, LLC History No change 4,335 510 0.27% 0.29% 748 0 0.0% Q4 2025 Jan 26, 2026
Penobscot Investment Management Company, Inc. History Reduced 4,326 509 0.04% 0.05% 749 -995 -18.7% Q4 2025 Jan 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,274 503 0.0% 0.0% 750 0 0.0% Q4 2025 Feb 12, 2026
Cercano Management LLC History No change 4,267 502 0.02% 0.02% 751 0 0.0% Q4 2025 Feb 10, 2026
Safe Harbor Fiduciary, LLC History New 4,261 501 0.44% — 752 +4,261 New Q4 2025 Feb 17, 2026
One Day In July LLC History Reduced 4,249 500 0.04% 0.04% 753 -82 -1.89% Q4 2025 Feb 04, 2026
WESBANCO BANK INC History Reduced 4,238 498 0.01% 0.01% 754 -266 -5.91% Q4 2025 Feb 03, 2026
Lebenthal Global Advisors, LLC History Reduced 4,174 491 0.08% 0.09% 755 -53 -1.25% Q4 2025 Jan 28, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 4,165 490 0.02% 0.02% 756 -273 -6.15% Q4 2025 Feb 09, 2026
Xcel Wealth Management, LLC History No change 4,159 489 0.12% 0.13% 757 0 0.0% Q4 2025 Jan 26, 2026
SWMG, LLC History Reduced 4,199 486 0.13% 0.16% 758 -376 -8.22% Q4 2025 Feb 10, 2026
Prostatis Group LLC History Added to 4,037 475 0.11% 0.1% 759 +560 16.11% Q4 2025 Feb 17, 2026
Seven Springs Wealth Group, LLC History Added to 4,027 474 0.14% 0.11% 760 +214 5.61% Q4 2025 Feb 10, 2026
Charter Oak Capital Management, LLC History No change 4,017 472 0.04% 0.04% 761 0 0.0% Q4 2025 Jan 23, 2026
Sound View Wealth Advisors Group, LLC History Reduced 3,993 470 0.03% 0.03% 763 -3 -0.08% Q4 2025 Jan 08, 2026
HOURGLASS CAPITAL, LLC History No change 4,000 470 0.1% 0.11% 762 0 0.0% Q4 2025 Jan 14, 2026
Americana Partners, LLC History Reduced 3,983 468 0.01% 0.01% 764 -88 -2.16% Q4 2025 Feb 06, 2026
HOWE & RUSLING INC History Added to 3,969 467 0.03% 0.03% 765 +376 10.46% Q4 2025 Feb 17, 2026
ARROW FINANCIAL CORP History Reduced 3,955 465 0.05% 0.05% 766 -220 -5.27% Q4 2025 Feb 05, 2026
Goodman Advisory Group, LLC History Reduced 3,945 464 0.11% 0.13% 767 -461 -10.46% Q4 2025 Feb 11, 2026
Main Street Financial Solutions, LLC History Added to 3,919 461 0.03% 0.03% 768 +233 6.32% Q4 2025 Feb 17, 2026
HARVEY CAPITAL MANAGEMENT INC History No change 3,905 459 0.1% 0.1% 769 0 0.0% Q4 2025 Feb 17, 2026
Strategic Blueprint, LLC History Added to 3,861 454 0.03% 0.02% 770 +520 15.56% Q4 2025 Jan 30, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 3,895 454 0.21% 0.21% 771 +400 11.44% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Added to 3,851 453 0.01% 0.01% 773 +1,106 40.29% Q4 2025 Jan 28, 2026
Arlington Capital Management, Inc. History Added to 3,853 453 0.28% 0.29% 772 +71 1.88% Q4 2025 Jan 06, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 3,846 452 0.02% 0.02% 774 +20 0.52% Q4 2025 Feb 12, 2026
Independent Advisor Alliance History Added to 3,820 449 0.01% 0.01% 775 +937 32.5% Q4 2025 Feb 04, 2026
Badgley Phelps Wealth Managers, LLC History New 3,800 447 0.01% — 776 +3,800 New Q4 2025 Jan 28, 2026
Councilmark Asset Management, LLC History No change 3,800 447 0.25% 0.26% 777 0 0.0% Q4 2025 Feb 09, 2026
Black Swift Group, LLC History Reduced 3,785 445 0.07% 0.2% 778 -5,670 -59.97% Q4 2025 Feb 10, 2026
FIRST NATIONAL TRUST CO History Added to 3,748 441 0.01% 0.01% 779 +1,357 56.75% Q4 2025 Feb 09, 2026
WAYSTONE ADVISORS LLC History New 3,722 438 0.38% — 780 +3,722 New Q4 2025 Feb 09, 2026
EHRLICH FINANCIAL GROUP History Reduced 3,713 437 0.25% 0.27% 781 -76 -2.01% Q4 2025 Jan 06, 2026
SOL Capital Management CO History Reduced 3,680 433 0.04% 0.04% 782 -30 -0.81% Q4 2025 Jan 30, 2026
Savvy Advisors, Inc. History Added to 3,671 432 0.01% 0.01% 783 +1,962 114.8% Q4 2025 Jan 20, 2026
Tyche Wealth Partners LLC History Added to 3,617 425 0.07% 0.06% 784 +925 34.36% Q4 2025 Jan 23, 2026
Daybright Advisory Services, Inc. History New 3,607 424 0.11% — 785 +3,607 New Q4 2025 Feb 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 3,584 421 0.15% — 786 +3,584 New Q4 2025 Jan 20, 2026
Amplius Wealth Advisors, LLC History No change 3,571 420 0.04% 0.04% 787 0 0.0% Q4 2025 Jan 12, 2026
VCI Wealth Management LLC History Reduced 3,565 419 0.12% 0.22% 788 -2,543 -41.63% Q4 2025 Jan 27, 2026
Stenger Family Office, LLC History Reduced 3,540 416 0.09% 0.09% 789 -63 -1.75% Q4 2025 Mar 04, 2026
Outlook Wealth Advisors, LLC History New 3,532 415 0.09% — 790 +3,532 New Q4 2025 Feb 11, 2026
Total Wealth Planning & Management, Inc. History New 3,522 414 0.31% — 794 +3,522 New Q4 2025 Feb 11, 2026
Coordinated Financial Services, Inc. History Added to 3,524 414 0.24% 0.22% 793 +621 21.39% Q4 2025 Feb 09, 2026
MWA Asset Management History Reduced 3,525 414 0.23% 0.24% 792 -200 -5.37% Q4 2025 Jan 29, 2026
Empowered Funds, LLC History Added to 3,520 414 0.01% 0.0% 791 +133 3.93% Q4 2025 Feb 18, 2026
ABLE Financial Group, LLC History Added to 3,515 413 0.08% 0.09% 795 +148 4.4% Q4 2025 Jan 23, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 3,500 412 0.1% 0.11% 796 0 0.0% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History Reduced 3,441 405 0.01% 0.03% 797 -5,887 -63.11% Q4 2025 Feb 10, 2026
Axim Planning & Wealth History Reduced 3,445 405 0.43% 0.34% 798 -148 -4.12% Q4 2025 Feb 13, 2026
Disciplined Investors, L.L.C. History No change 3,448 405 0.27% 0.29% 799 0 0.0% Q4 2025 Feb 10, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Reduced 3,438 404 0.06% 0.07% 800 -866 -20.12% Q4 2025 Feb 17, 2026