SELECT SECTOR SPDR TRUST - XLF

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF MONTREAL /CAN/ History Added to 128,315,349 7,027,831 2.43% 0.17% 1 +120,007,833 1444.57% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 96,377,795 5,278,611 0.33% 0.43% 2 -36,706,752 -27.58% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 80,614,166 4,415,237 0.32% 0.48% 3 -50,587,609 -38.56% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 44,015,806 2,410,745 0.44% 0.46% 4 -693,341 -1.55% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 43,248,288 2,368,708 0.27% 0.3% 5 -5,423,556 -11.14% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 40,923,262 2,241,367 0.13% 0.15% 6 -6,491,814 -13.69% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 37,513,577 2,054,618 0.31% 0.32% 7 -1,620,654 -4.14% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 35,647,251 1,952,399 0.82% 0.91% 8 -4,004,779 -10.1% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Added to 28,951,601 1,585,679 3.13% 1.94% 9 +5,190,900 21.85% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 28,478,307 1,559,756 0.19% 0.25% 10 -8,891,379 -23.79% Q4 2025 Mar 25, 2026
UBS Group AG History Reduced 27,661,433 1,515,016 0.25% 0.29% 11 -6,590,891 -19.24% Q4 2025 Jan 29, 2026
CITIGROUP INC History Added to 26,969,761 1,477,133 0.65% 0.45% 12 +8,391,948 45.17% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 25,401,227 1,391,225 0.41% 0.34% 13 +3,361,645 15.25% Q4 2025 Feb 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 22,696,123 1,243,066 1.58% 1.67% 14 -1,811,496 -7.39% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 21,725,623 1,189,912 0.32% 0.38% 15 -2,450,431 -10.14% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 20,948,779 1,147,364 0.19% — 16 +20,948,779 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 16,288,590 892,126 0.28% 0.23% 17 +2,753,084 20.34% Q4 2025 Feb 18, 2026
CITADEL ADVISORS LLC History Reduced 15,284,572 837,136 0.13% 0.14% 18 -1,745,879 -10.25% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 12,796,378 700,857 1.37% 0.86% 19 +4,175,434 48.43% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 12,376,864 677,880 0.77% 0.95% 20 +1,388,978 12.64% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 11,332,194 620,681 0.14% 0.18% 21 -2,911,904 -20.44% Q4 2025 Feb 17, 2026
PGIM Custom Harvest LLC History Added to 10,091,183 552,694 8.16% 8.17% 22 +12,910 0.13% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 10,050,034 550,440 3.94% 0.01% 23 +10,012,520 26690.09% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 9,983,743 546,809 0.73% 0.59% 24 +1,859,712 22.89% Q4 2025 Feb 02, 2026
TUDOR INVESTMENT CORP ET AL History Added to 9,450,274 517,591 0.96% 2256.99% 25 +426,071 4.72% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 9,174,890 502,509 1.15% 0.94% 26 +1,812,354 24.62% Q4 2025 Feb 11, 2026
WestEnd Advisors, LLC History Added to 7,959,457 435,939 10.15% 7.73% 27 +1,819,341 29.63% Q4 2025 Jan 27, 2026
BARCLAYS PLC History Reduced 7,522,558 412,010 0.1% 0.17% 28 -6,869,550 -47.73% Q4 2025 Feb 13, 2026
Main Management ETF Advisors, LLC History Added to 7,511,470 411,403 14.66% 11.63% 29 +1,681,509 28.84% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,354,805 403,977 0.18% 0.29% 30 +662,865 95.8% Q4 2025 Feb 10, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 6,316,920 345,977 1.8% 1.37% 31 +1,723,249 37.51% Q4 2025 Feb 17, 2026
Duquesne Family Office LLC History New 5,495,600 300,994 6.7% — 32 +5,495,600 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 5,481,058 300,197 0.32% 0.08% 33 +4,077,307 290.46% Q4 2025 Feb 13, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 5,469,505 299,564 3.46% 4.05% 34 -228,531 -4.01% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 5,058,427 277,072 0.4% 0.41% 35 -323,225 -6.01% Q4 2025 Feb 17, 2026
Rokos Capital Management LLP History New 4,700,000 257,395 1.0% — 36 +4,700,000 New Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 4,644,674 254,389 2.19% 2.12% 37 +997,625 27.35% Q4 2025 Jan 28, 2026
Jain Global LLC History Reduced 4,444,100 243,403 1.18% 1.67% 38 -2,107,865 -32.17% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 4,324,793 236,868 0.01% 0.01% 39 -36,096 -0.83% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 4,223,086 231,298 0.33% 0.42% 40 -929,593 -18.04% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 4,190,889 229,535 0.56% 0.57% 41 +201,482 5.05% Q4 2025 Feb 13, 2026
Clal Insurance Enterprises Holdings Ltd History No change 3,196,000 175,045 1.13% 1.31% 42 0 0.0% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History Reduced 3,180,100 174,174 0.23% 0.43% 43 -1,974,900 -38.31% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 3,145,684 172,289 0.28% 0.91% 44 -6,301,945 -66.7% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Added to 2,985,678 163,525 0.17% 0.07% 45 +1,726,231 137.06% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 2,943,329 161,042 0.18% 0.18% 46 +67,675 2.35% Q4 2025 Feb 17, 2026
TIFF ADVISORY SERVICES, LLC History Added to 2,850,991 156,148 26.88% 24.43% 47 +672,877 30.89% Q4 2025 Feb 09, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 2,823,239 154,628 0.09% 0.07% 48 +712,643 33.77% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 2,818,100 154,347 0.16% 0.18% 49 -96,900 -3.32% Q4 2025 Feb 11, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 2,769,442 151,682 0.71% 0.66% 50 +365,500 15.2% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 2,725,172 149,257 0.13% 0.11% 51 +396,736 17.04% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 2,412,186 133,089 0.29% 0.3% 52 0 0.0% Q4 2025 Jan 27, 2026
Point72 Asset Management, L.P. History Added to 2,318,200 126,967 0.14% 0.15% 53 +646,520 38.67% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 2,273,156 124,500 0.14% 0.14% 54 -62,700 -2.68% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Reduced 2,190,110 119,952 0.02% 0.02% 55 -39,585 -1.78% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 2,158,390 118,215 0.33% 0.53% 56 -1,615,903 -42.81% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History Reduced 2,065,039 113,102 0.49% 0.62% 57 -538,224 -20.67% Q4 2025 Feb 17, 2026
Main Management LLC History Added to 2,047,301 112,131 8.07% 5.6% 58 +628,992 44.35% Q4 2025 Feb 10, 2026
Main Management Fund Advisors LLC History New 1,998,400 109,452 9.98% — 59 +1,998,400 New Q4 2025 Feb 10, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 1,921,151 105,221 8.24% 8.39% 60 -21,133 -1.09% Q4 2025 Jan 14, 2026
Rockefeller Capital Management L.P. History Added to 1,896,182 103,853 0.19% 0.19% 61 +131,327 7.44% Q4 2025 Mar 16, 2026
BlackRock, Inc. History Reduced 1,850,458 101,349 0.0% 0.0% 62 -1,397,964 -43.04% Q4 2025 Feb 12, 2026
J.Safra Asset Management Corp History Added to 1,786,529 97,848 5.13% 5.58% 63 +80,670 4.73% Q4 2025 Feb 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 1,737,249 95,149 1.92% 1.95% 64 +36,689 2.16% Q4 2025 Feb 06, 2026
Dynasty Wealth Management, LLC History Added to 1,728,746 94,683 0.93% 1.17% 65 +106,507 6.57% Q4 2025 Feb 10, 2026
MARSHALL WACE, LLP History Reduced 1,719,309 94,166 0.09% 0.22% 66 -2,315,769 -57.39% Q4 2025 Feb 13, 2026
Saudi Central Bank History No change 1,717,269 94,054 3.51% 3.52% 67 0 0.0% Q4 2025 Feb 12, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 1,618,022 88,619 5.78% 5.86% 68 0 0.0% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,537,251 84,195 0.11% 0.11% 69 -63,702 -3.98% Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,512,549 82,842 0.16% 0.16% 70 +33,735 2.28% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 1,400,001 76,678 0.34% 0.03% 71 +1,313,894 1525.89% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 1,370,492 75,061 0.0% 0.0% 72 +532,141 63.47% Q4 2025 Feb 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 1,333,583 73,040 2.55% 2.31% 73 +82,516 6.6% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,323,857 72,507 0.04% 0.04% 74 +53,760 4.23% Q4 2025 Feb 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,319,810 72,285 0.11% 0.01% 75 +1,230,400 1376.13% Q4 2025 Feb 12, 2026
Phoenix Financial Ltd. History Reduced 1,319,142 72,247 0.78% 0.98% 76 -169,269 -11.37% Q4 2025 Feb 05, 2026
BlueCrest Capital Management Ltd History New 1,305,000 71,474 2.15% — 77 +1,305,000 New Q4 2025 Feb 17, 2026
Unisphere Establishment History New 1,300,000 71,201 0.53% — 78 +1,300,000 New Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Added to 1,291,381 70,729 1.93% 0.95% 79 +654,506 102.77% Q4 2025 Feb 06, 2026
CREDIT AGRICOLE S A History Added to 1,279,629 70,085 0.16% 0.16% 80 +132,730 11.57% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,263,532 69,220 0.12% 0.03% 81 +963,430 321.03% Q4 2025 Feb 05, 2026
US BANCORP \DE\ History Reduced 1,239,065 67,863 0.08% 0.08% 82 -22,742 -1.8% Q4 2025 Jan 30, 2026
Quantitative Investment Management, LLC History Added to 1,210,077 66,275 6.44% 1.18% 83 +1,052,497 667.91% Q4 2025 Feb 17, 2026
Quotient Wealth Partners, LLC History Added to 1,201,423 65,801 1.75% 1.71% 84 +45,645 3.95% Q4 2025 Jan 22, 2026
PEAK6 LLC History Added to 1,181,500 64,710 0.12% 0.05% 85 +512,100 76.5% Q4 2025 Mar 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,167,917 63,967 0.17% 0.21% 86 -284,545 -19.59% Q4 2025 Feb 05, 2026
Capital Investment Advisors, LLC History Reduced 1,136,557 62,249 0.95% 1.84% 87 -946,287 -45.43% Q4 2025 Jan 13, 2026
Optiver Holding B.V. History New 1,121,893 61,446 0.02% — 88 +1,121,893 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 1,048,836 57,660 0.03% 0.04% 89 -408,818 -28.05% Q4 2025 Mar 20, 2026
1832 Asset Management L.P. History Reduced 1,046,456 57,314 0.04% 0.04% 90 -8,447 -0.8% Q4 2025 Feb 13, 2026
III Capital Management History New 1,031,297 57,080 8.4% — 91 +1,031,297 New Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 1,036,104 56,747 0.12% 0.11% 92 +60,819 6.24% Q4 2025 Jan 23, 2026
Cerity Partners LLC History Added to 1,035,999 56,741 0.08% 0.03% 93 +690,083 199.49% Q4 2025 Feb 11, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 1,034,655 56,668 0.3% 0.54% 94 -731,740 -41.43% Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 1,005,546 55,073 0.79% 0.01% 95 +987,290 5408.03% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 990,462 54,279 0.08% 0.1% 96 -175,081 -15.02% Q4 2025 Feb 18, 2026
ALPS ADVISORS INC History Added to 964,463 52,823 0.31% 0.26% 97 +89,839 10.27% Q4 2025 Feb 12, 2026
Absolute Gestao de Investimentos Ltda. History New 950,000 52,031 5.44% — 98 +950,000 New Q4 2025 Feb 13, 2026
Align Financial, LLC History New 49,731 49,731 0.03% — 99 +49,731 New Q4 2025 Feb 17, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 885,683 48,508 2.94% 2.88% 100 +31,224 3.65% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 882,294 48,323 0.41% 0.37% 101 +5,751 0.66% Q4 2025 Jan 05, 2026
Private Advisor Group, LLC History Reduced 873,714 47,853 0.23% 0.28% 102 -169,294 -16.23% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 869,696 47,631 0.04% 0.16% 103 -2,069,924 -70.41% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 865,849 47,422 0.03% 0.03% 104 +73,858 9.33% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 856,963 46,935 0.75% 0.74% 105 +35,778 4.36% Q4 2025 Jan 08, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 843,733 46,211 1.48% 1.52% 106 -33,007 -3.76% Q4 2025 Feb 13, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 840,963 46,059 3.11% 3.14% 107 +13,722 1.66% Q4 2025 Jan 08, 2026
Hudson Bay Capital Management LP History Reduced 825,000 45,185 0.15% 0.16% 108 -75,000 -8.33% Q4 2025 Feb 13, 2026
Yelin Lapidot Holdings Management Ltd. History No change 765,764 41,940 8.4% 8.66% 109 0 0.0% Q4 2025 Feb 05, 2026
Dakota Wealth Management History Added to 755,675 41,388 0.73% 0.81% 110 +5,028 0.67% Q4 2025 Jan 13, 2026
Swan Global Investments, LLC History Reduced 741,720 40,624 1.2% 1.41% 111 -195,399 -20.85% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 732,102 40,097 0.27% 0.26% 112 +80,190 12.3% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Reduced 728,775 39,915 2.31% 2.77% 113 -134,425 -15.57% Q4 2025 Feb 04, 2026
Itau Unibanco Holding S.A. History Added to 702,341 38,467 0.92% 0.18% 114 +604,320 616.52% Q4 2025 Feb 13, 2026
Maven Securities LTD History Added to 701,170 38,413 0.85% 0.88% 115 +41,493 6.29% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 682,554 37,383 0.12% 0.12% 116 -18,225 -2.6% Q4 2025 Feb 02, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 673,600 36,893 5.11% 5.29% 117 0 0.0% Q4 2025 Jan 29, 2026
Marks Wealth, LLC History New 670,399 36,717 12.29% — 118 +670,399 New Q4 2025 Feb 02, 2026
AFFINITY WEALTH MANAGEMENT LLC History Added to 663,804 36,356 5.17% 5.16% 119 +9,178 1.4% Q4 2025 Jan 15, 2026
BLAIR WILLIAM & CO/IL History Added to 639,864 35,045 0.09% 0.08% 120 +85,712 15.47% Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 1,918 35,018 0.63% 0.28% 121 -33,602 -94.6% Q4 2025 Feb 13, 2026
Flaharty Asset Management, LLC History Reduced 630,567 34,652 4.33% 4.55% 122 -33,680 -5.07% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 612,797 33,562 0.12% 0.15% 123 +11,706 1.95% Q4 2025 Feb 18, 2026
Farther Finance Advisors, LLC History Added to 611,402 33,486 0.36% 0.41% 124 +107,452 21.32% Q4 2025 Jan 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 602,860 33,018 0.79% 0.53% 125 +204,242 51.24% Q4 2025 Feb 03, 2026
Composition Wealth, LLC History Added to 600,206 32,873 0.47% 0.01% 126 +593,192 8457.26% Q4 2025 Feb 02, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 592,808 32,465 0.85% 0.79% 127 -5,687 -0.95% Q4 2025 Jan 28, 2026
Diversify Advisory Services, LLC History Added to 594,983 32,390 1.03% 0.09% 128 +541,342 1009.19% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 589,531 32,288 0.37% 0.28% 129 +290,579 97.2% Q4 2025 Jan 29, 2026
Krilogy Financial LLC History Added to 594,011 31,726 1.08% 1.12% 130 +26,930 4.75% Q4 2025 Jan 27, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 579,114 31,718 0.09% 0.11% 131 -63,928 -9.94% Q4 2025 Jan 26, 2026
Evolution Wealth Advisors, LLC History Added to 578,666 31,693 3.19% 4.15% 132 +5,615 0.98% Q4 2025 Jan 12, 2026
Advisors Preferred, LLC History New 560,718 30,800 5.01% — 133 +560,718 New Q4 2025 Feb 02, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 559,920 30,667 0.39% 0.4% 134 -8,677 -1.53% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 551,330 30,196 0.04% 0.87% 135 -10,262,770 -94.9% Q4 2025 Feb 17, 2026
Spire Wealth Management History Reduced 542,114 29,691 0.99% 1.03% 136 -21,434 -3.8% Q4 2025 Jan 14, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 537,641 29,446 5.78% 5.93% 137 0 0.0% Q4 2025 Feb 11, 2026
SPINNAKER TRUST History Added to 537,501 29,438 1.58% 1.51% 138 +32,324 6.4% Q4 2025 Feb 10, 2026
WCG Wealth Advisors LLC History Added to 531,245 29,096 0.82% 0.47% 139 +392,051 281.66% Q4 2025 Feb 10, 2026
IMZ Advisory Inc History Added to 530,015 29,028 10.63% 10.59% 140 +2,138 0.41% Q4 2025 Jan 21, 2026
Corient Private Wealth LLC History Added to 724,156 28,514 0.04% 0.03% 141 +296,374 69.28% Q4 2025 Mar 09, 2026
Trilogy Capital Inc. History Reduced 520,356 28,499 1.27% 1.38% 142 -34,143 -6.16% Q4 2025 Jan 22, 2026
Creative Planning History Reduced 518,328 28,388 0.02% 0.02% 143 -26,812 -4.92% Q4 2025 Feb 17, 2026
MKP Capital Management, L.L.C. History New 511,340 28,006 1.0% — 144 +511,340 New Q4 2025 Feb 10, 2026
Mariner, LLC History Reduced 506,796 27,758 0.03% 0.04% 145 -29,532 -5.51% Q4 2025 Feb 13, 2026
PRUDENT INVESTORS NETWORK, INC. History Added to 500,022 27,386 6.28% 6.55% 146 +3,380 0.68% Q4 2025 Feb 05, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 493,389 27,022 6.21% — 147 +493,389 New Q4 2025 Feb 03, 2026
Focused Wealth Management, Inc History Added to 481,443 26,368 2.75% 2.68% 148 +13,307 2.84% Q4 2025 Jan 29, 2026
Stonebridge Financial Group, LLC History New 479,121 26,241 2.24% — 149 +479,121 New Q4 2025 Jan 21, 2026
JANUS HENDERSON GROUP PLC History Reduced 473,330 25,924 0.01% 0.02% 150 -449,401 -48.7% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 470,100 25,747 0.14% 0.15% 151 -43,093 -8.4% Q4 2025 Jan 29, 2026
Vontobel Holding Ltd. History Reduced 467,450 25,602 0.08% 0.08% 152 -22,634 -4.62% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 464,464 25,438 0.1% 0.13% 153 -109,227 -19.04% Q4 2025 Feb 13, 2026
Clarity Financial LLC History Added to 463,753 25,399 2.35% 1.66% 154 +152,725 49.1% Q4 2025 Jan 28, 2026
GREENWOOD GEARHART INC History Reduced 463,308 25,375 1.4% 2.1% 155 -213,187 -31.51% Q4 2025 Feb 04, 2026
Twin Tree Management, LP History Reduced 457,600 25,062 0.22% 0.12% 156 -70,850 -13.41% Q4 2025 Feb 11, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 446,315 24,444 1.41% 1.44% 157 +751 0.17% Q4 2025 Jan 22, 2026
Asset Advisors Investment Management, LLC History Added to 442,995 24,262 2.24% 2.17% 158 +16,507 3.87% Q4 2025 Jan 23, 2026
Wharton Business Group, LLC History Added to 433,292 23,731 0.9% 0.99% 159 +11,085 2.63% Q4 2025 Feb 11, 2026
Lakeshore Financial Planning, Inc. History Added to 428,680 23,478 8.39% 8.48% 160 +4,736 1.12% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 427,295 23,402 0.12% 0.1% 161 +95,537 28.8% Q4 2025 Jan 12, 2026
Capital Advantage, Inc. History Added to 415,774 22,771 3.07% 3.37% 162 +297 0.07% Q4 2025 Jan 07, 2026
&PARTNERS History Added to 415,620 22,761 0.12% 0.12% 163 +68,807 19.84% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 413,431 22,643 0.3% 0.3% 164 +4,167 1.02% Q4 2025 Jan 30, 2026
Baird Financial Group, Inc. History Reduced 407,652 22,327 0.03% 0.04% 165 -41,035 -9.15% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 391,135 22,092 0.03% 0.03% 166 +23,078 6.27% Q4 2025 Jan 08, 2026
COMERICA BANK History Added to 401,075 21,966 0.09% 0.08% 167 +7,464 1.9% Q4 2025 Jan 29, 2026
Karpus Management, Inc. History Added to 399,770 21,895 0.67% 0.68% 168 +1,558 0.39% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Reduced 399,114 21,859 0.09% 0.11% 169 -35,137 -8.09% Q4 2025 Feb 13, 2026
Interval Partners, LP History Added to 398,400 21,820 0.39% 0.12% 170 +266,100 201.13% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 385,580 21,118 0.08% — 171 +385,580 New Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Reduced 384,322 21,049 0.51% 0.54% 172 -14,724 -3.69% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 378,414 20,725 0.11% — 173 +378,414 New Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Added to 376,770 20,635 0.04% 0.05% 174 +30,025 8.66% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 375,885 20,587 0.02% — 175 +375,885 New Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 372,310 20,391 0.06% 0.13% 176 -448,406 -54.64% Q4 2025 Jan 26, 2026
Walleye Capital LLC History Reduced 361,815 19,816 0.06% 0.15% 177 -369,678 -50.54% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 361,161 19,780 0.52% 0.64% 178 -29,360 -7.52% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 358,543 19,637 0.23% 0.25% 179 -154,025 -30.05% Q4 2025 Feb 13, 2026
WBH ADVISORY INC History Reduced 356,666 19,534 1.45% 1.5% 180 -8,375 -2.29% Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 356,081 19,502 0.01% 0.0% 181 +228,420 178.93% Q4 2025 Feb 17, 2026
Rezny Wealth Management, Inc. History Reduced 345,023 18,896 3.81% 3.89% 182 -796 -0.23% Q4 2025 Feb 03, 2026
Vickerman Investment Advisors, Inc. History Added to 343,303 18,802 3.76% 3.28% 183 +42,620 14.17% Q4 2025 Feb 12, 2026
McKinley Carter Wealth Services, Inc. History Reduced 342,459 18,756 1.05% 1.17% 184 -71,968 -17.37% Q4 2025 Feb 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 341,450 18,701 0.27% 0.26% 185 +4,245 1.26% Q4 2025 Feb 12, 2026
SCOTIA CAPITAL INC. History Reduced 340,671 18,658 0.08% 0.1% 186 -105,562 -23.66% Q4 2025 Feb 12, 2026
Stillwater Capital Advisors, LLC History Reduced 337,874 18,505 1.99% 2.07% 187 -3,487 -1.02% Q4 2025 Jan 14, 2026
Lido Advisors, LLC History Added to 337,943 18,322 0.05% 0.05% 188 +13,996 4.32% Q4 2025 Feb 10, 2026
Keystone Global Partners, LLC History Added to 328,803 18,008 7.92% 7.35% 189 +61,090 22.82% Q4 2025 Jan 14, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 321,269 17,595 1.15% 1.26% 190 -22,451 -6.53% Q4 2025 Jan 23, 2026
Steward Partners Investment Advisory, LLC History Reduced 319,082 17,476 0.1% 0.11% 191 -22,348 -6.55% Q4 2025 Feb 12, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 315,070 17,256 0.29% 0.29% 192 -2,466 -0.78% Q4 2025 Jan 28, 2026
SOROS FUND MANAGEMENT LLC History New 312,270 17,103 0.2% — 193 +312,270 New Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 310,607 17,011 0.1% 0.09% 194 +38,793 14.27% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Reduced 308,113 16,875 0.31% 0.31% 195 -1,347 -0.44% Q4 2025 Jan 23, 2026
Merit Financial Group, LLC History Added to 298,513 16,349 0.13% 0.11% 196 +68,267 29.65% Q4 2025 Jan 26, 2026
Ayalon Insurance Comp Ltd. History No change 293,449 16,072 3.9% 4.0% 197 0 0.0% Q4 2025 Jan 12, 2026
INNEALTA CAPITAL, LLC History Added to 290,982 15,937 8.63% 7.77% 198 +2,245 0.78% Q4 2025 Jan 30, 2026
BANK HAPOALIM BM History Reduced 283,215 15,512 1.35% 1.89% 199 -2,140 -0.75% Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History Added to 282,431 15,468 0.44% 0.46% 200 +1,871 0.67% Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History Reduced 273,713 15,363 1.36% 1.33% 201 -2,380 -0.86% Q4 2025 Jan 28, 2026
SIMON QUICK ADVISORS, LLC History Reduced 277,367 15,191 0.66% 0.69% 202 -5,399 -1.91% Q4 2025 Jan 29, 2026
Prospera Financial Services Inc History Added to 277,267 15,187 0.25% 0.22% 203 +35,228 14.55% Q4 2025 Feb 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 274,013 15,007 0.88% 1.11% 204 -27,640 -9.16% Q4 2025 Feb 10, 2026
Long Run Wealth Advisors, LLC History Added to 273,007 14,952 2.82% 2.72% 205 +15,356 5.96% Q4 2025 Feb 02, 2026
Frisch Financial Group, Inc. History Added to 272,571 14,928 3.35% 3.38% 206 +2,840 1.05% Q4 2025 Feb 06, 2026
BANK OF NOVA SCOTIA History Reduced 272,030 14,894 0.02% 0.26% 207 -2,481,148 -90.12% Q4 2025 Feb 13, 2026
FORBES J M & CO LLP History No change 268,854 14,725 1.19% 1.2% 208 0 0.0% Q4 2025 Jan 21, 2026
Jefferies Financial Group Inc. History Reduced 265,820 14,558 0.07% 0.16% 209 -371,794 -58.31% Q4 2025 Feb 09, 2026
Atria Investments, Inc History Reduced 259,828 14,230 0.16% 0.16% 210 -2,213 -0.84% Q4 2025 Feb 05, 2026
Prestige Wealth Management Group LLC History Added to 255,773 14,008 2.67% 0.11% 211 +245,399 2365.52% Q4 2025 Feb 11, 2026
HBK INVESTMENTS L P History New 255,300 13,982 0.11% — 212 +255,300 New Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 254,549 13,941 0.17% 0.14% 213 +13,493 5.6% Q4 2025 Feb 02, 2026
Chesley Taft & Associates LLC History Added to 254,352 13,930 0.55% 0.55% 214 +12,838 5.32% Q4 2025 Jan 14, 2026
Sequoia Financial Advisors, LLC History Reduced 253,569 13,888 0.08% 0.09% 215 -36,595 -12.61% Q4 2025 Feb 03, 2026
Gillson Capital LP History New 250,000 13,693 0.9% — 216 +250,000 New Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 250,000 13,692 0.02% 0.03% 217 -78,700 -23.94% Q4 2025 Feb 13, 2026
Systematic Alpha Investments, LLC History No change 248,410 13,605 0.42% 0.44% 218 0 0.0% Q4 2025 Feb 12, 2026
FIRST INTERSTATE BANK History Reduced 247,567 13,559 0.73% 0.74% 219 -1,168 -0.47% Q4 2025 Jan 29, 2026
Prosperity Consulting Group, LLC History Reduced 240,955 13,197 0.59% 0.65% 220 -4,153 -1.69% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 240,914 13,194 0.01% 0.01% 221 +78,120 47.99% Q4 2025 Feb 10, 2026
Premier Path Wealth Partners, LLC History Reduced 239,882 13,138 1.7% 1.78% 222 -16,311 -6.37% Q4 2025 Jan 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 237,902 13,029 0.61% 0.62% 223 -28,114 -10.57% Q4 2025 Jan 21, 2026
Waterloo Capital, L.P. History Added to 237,366 13,000 0.94% 0.82% 224 +31,701 15.41% Q4 2025 Feb 10, 2026
Joel Isaacson & Co., LLC History Reduced 236,607 12,958 0.43% 0.46% 225 -1,962 -0.82% Q4 2025 Jan 30, 2026
Envestnet Portfolio Solutions, Inc. History Added to 236,217 12,937 0.05% 0.04% 226 +30,582 14.87% Q4 2025 Feb 06, 2026
GTS SECURITIES LLC History Reduced 236,090 12,929 0.44% 0.82% 227 -159,240 -40.28% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 232,637 12,741 0.02% 0.07% 228 -606,753 -72.28% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 229,936 12,593 0.21% 0.15% 229 +78,875 52.21% Q4 2025 Feb 17, 2026
Tamar Securities, LLC History Added to 229,386 12,563 1.33% 1.34% 230 +10,106 4.61% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 228,072 12,491 1.36% 1.41% 231 -14,165 -5.85% Q4 2025 Jan 20, 2026
AlphaCore Capital LLC History Reduced 228,053 12,490 0.28% 0.43% 232 -9,954 -4.18% Q4 2025 Feb 05, 2026
CoreCap Advisors, LLC History Reduced 221,597 12,136 0.42% 0.46% 233 -14,228 -6.03% Q4 2025 Jan 13, 2026
Arkadios Wealth Advisors History Added to 220,121 12,056 0.23% 0.26% 234 +20,650 10.35% Q4 2025 Feb 13, 2026
Cadent Capital Advisors, LLC History Reduced 219,905 12,044 3.09% 3.25% 235 -8,787 -3.84% Q4 2025 Jan 13, 2026
Busey Bank History Reduced 217,053 11,887 0.31% 0.33% 236 -2,112 -0.96% Q4 2025 Jan 27, 2026
Royal Fund Management, LLC History Reduced 216,337 11,853 1.08% 1.87% 237 -74,671 -25.66% Q4 2025 Jan 15, 2026
MEANS INVESTMENT CO., INC. History Added to 215,577 11,807 0.99% 0.97% 238 +6,905 3.31% Q4 2025 Jan 26, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 214,461 11,746 0.0% — 239 +214,461 New Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Reduced 214,411 11,743 0.24% 0.28% 240 -12,486 -5.5% Q4 2025 Feb 03, 2026
Elo Mutual Pension Insurance Co History New 213,486 11,692 0.18% — 241 +213,486 New Q4 2025 Feb 12, 2026
Chicago Wealth Management, Inc. History Added to 208,446 11,416 4.59% 4.76% 242 +5,686 2.8% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 204,086 11,177 0.29% 0.28% 243 +13,406 7.03% Q4 2025 Feb 17, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 202,219 11,075 0.85% — 244 +202,219 New Q4 2025 Feb 03, 2026
Orange Investment Advisors, Inc. History Reduced 201,030 11,010 1.22% 1.15% 245 -3,254 -1.59% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 200,279 10,969 0.05% 0.04% 246 +15,117 8.16% Q4 2025 Feb 17, 2026
Caption Management, LLC History New 200,000 10,954 0.08% — 248 +200,000 New Q4 2025 Feb 17, 2026
MENDON CAPITAL ADVISORS CORP History Added to 200,000 10,954 3.24% 1.03% 247 +150,000 300.0% Q4 2025 Feb 18, 2026
Yarbrough Capital, LLC History No change 200,000 10,954 0.34% 0.34% 249 0 0.0% Q4 2025 Jan 14, 2026
Compass Wealth Management, LLC/GA History Added to 198,337 10,862 4.47% 4.21% 250 +22,067 12.52% Q4 2025 Feb 17, 2026
ATLAS CAPITAL ADVISORS INC. History New 195,743 10,720 1.19% — 251 +195,743 New Q4 2025 Feb 13, 2026
NTV ASSET MANAGEMENT LLC History Added to 195,281 10,695 1.13% 1.02% 252 +20,767 11.9% Q4 2025 Jan 20, 2026
Provident Co of the Employees of the Hebrew University LTD History Reduced 194,235 10,638 11.04% 13.65% 253 -60,003 -23.6% Q4 2025 Feb 11, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 193,067 10,574 0.23% 0.21% 254 +11,604 6.39% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 192,478 10,542 0.08% 0.14% 255 -104,911 -35.28% Q4 2025 Jan 14, 2026
DRW Securities, LLC History Reduced 192,218 10,527 0.28% 0.27% 256 -80,827 -29.6% Q4 2025 Feb 12, 2026
Coastal Bridge Advisors, LLC History Added to 191,621 10,495 0.78% 0.59% 257 +47,393 32.86% Q4 2025 Feb 18, 2026
TRITONPOINT WEALTH, LLC History Reduced 191,355 10,480 1.06% 1.02% 258 -28,569 -12.99% Q4 2025 Jan 20, 2026
Sigma Planning Corp History Added to 190,663 10,453 0.29% 0.26% 259 +21,750 12.88% Q4 2025 Jan 30, 2026
OPPENHEIMER & CO INC History Reduced 189,209 10,362 0.15% 0.16% 260 -60,676 -24.28% Q4 2025 Feb 02, 2026
Waverly Advisors, LLC History Added to 187,672 10,278 0.08% 0.05% 261 +88,706 89.63% Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History Reduced 185,379 10,153 0.94% 0.95% 262 -54 -0.03% Q4 2025 Feb 11, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 184,443 10,101 0.85% 0.84% 263 +8,224 4.67% Q4 2025 Feb 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 184,319 10,095 0.49% 0.59% 264 +3,253 1.8% Q4 2025 Jan 28, 2026
JMAC ENTERPRISES LLC History Added to 182,009 9,968 1.91% 1.91% 265 +2,440 1.36% Q4 2025 Jan 21, 2026
United Asset Strategies, Inc. History Added to 180,291 9,874 0.76% 0.76% 266 +3,953 2.24% Q4 2025 Jan 28, 2026
WASHINGTON GROWTH STRATEGIES LLC History Reduced 179,015 9,804 6.34% 6.92% 267 -1,124 -0.62% Q4 2025 Jan 26, 2026
BENJAMIN EDWARDS INC History Added to 178,267 9,764 0.11% 0.11% 268 +4,471 2.57% Q4 2025 Feb 02, 2026
Horizon Investments, LLC History Reduced 177,053 9,697 0.12% 0.15% 269 -39,367 -18.19% Q4 2025 Feb 02, 2026
North Star Investment Management Corp. History Added to 175,721 9,624 0.6% 0.6% 270 +1,502 0.86% Q4 2025 Jan 30, 2026
SageGuard Financial Group, LLC History New 175,657 9,620 1.53% — 271 +175,657 New Q4 2025 Jan 27, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History New 174,413 9,552 6.02% — 272 +174,413 New Q4 2025 Feb 27, 2026
Essex LLC History Added to 171,978 9,419 1.67% 1.61% 273 +6,877 4.17% Q4 2025 Jan 20, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 171,600 9,398 1.45% 0.67% 274 +91,600 114.5% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Reduced 169,688 9,293 0.01% 0.02% 275 -562,212 -76.82% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Reduced 169,678 9,293 0.4% 0.59% 276 -70,261 -29.28% Q4 2025 Feb 10, 2026
Zuckerman Investment Group, LLC History Added to 169,663 9,292 0.83% 0.83% 277 +2,719 1.63% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 169,370 9,276 0.01% 0.04% 278 -58,015 -25.51% Q4 2025 Jan 09, 2026
SYKON CAPITAL LLC History Added to 168,620 9,235 2.96% 2.22% 279 +44,941 36.34% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Reduced 167,949 9,198 0.2% 0.2% 280 -1,435 -0.85% Q4 2025 Feb 02, 2026
LEUTHOLD GROUP, LLC History Reduced 167,820 9,191 0.99% 1.02% 281 -5,391 -3.11% Q4 2025 Feb 05, 2026
Archford Capital Strategies, LLC History Reduced 167,546 9,176 1.07% 1.15% 282 -12,402 -6.89% Q4 2025 Jan 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 164,792 9,025 0.05% 0.04% 283 +30,433 22.65% Q4 2025 Feb 11, 2026
Vestmark Advisory Solutions, Inc. History Added to 164,726 9,022 0.12% 0.12% 284 +50,507 44.22% Q4 2025 Feb 06, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 161,033 8,819 2.88% 2.94% 285 +5,317 3.41% Q4 2025 Jan 15, 2026
Ameraudi Asset Management, Inc. History Added to 160,531 8,792 4.83% 4.69% 286 +16,506 11.46% Q4 2025 Feb 11, 2026
FORONJY FINANCIAL LLC History Reduced 160,332 8,781 3.67% 4.02% 287 -10,069 -5.91% Q4 2025 Feb 03, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 157,960 8,651 0.65% 0.63% 288 +3,556 2.3% Q4 2025 Feb 05, 2026
J. Goldman & Co LP History Reduced 156,981 8,597 0.23% 0.31% 289 -75,351 -32.43% Q4 2025 Feb 17, 2026
Sierra Capital LLC History Added to 156,732 8,584 0.91% 0.93% 290 +9 0.01% Q4 2025 Feb 18, 2026
Venture Visionary Partners LLC History Reduced 154,695 8,497 0.28% 0.29% 291 -337 -0.22% Q4 2025 Feb 13, 2026
AMG National Trust Bank History Reduced 154,414 8,457 0.2% 0.21% 292 -7,266 -4.49% Q4 2025 Jan 30, 2026
HRT FINANCIAL LP History Reduced 154,294 8,450 0.03% 0.07% 293 -196,722 -56.04% Q4 2025 Feb 12, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 154,075 8,438 0.08% 0.08% 294 -1,900 -1.22% Q4 2025 Feb 05, 2026
Gotham Asset Management, LLC History Added to 152,457 8,350 0.03% 0.02% 295 +63,304 71.01% Q4 2025 Feb 17, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 152,401 8,347 2.4% 2.6% 296 -7,682 -4.8% Q4 2025 Jan 27, 2026
TD Waterhouse Canada Inc. History Reduced 152,117 8,329 0.05% 0.05% 297 -371 -0.24% Q4 2025 Jan 27, 2026
Ensign Peak Advisors, Inc History Reduced 151,315 8,287 0.01% 0.01% 298 -9,615 -5.97% Q4 2025 Feb 12, 2026
Cavalier Investments, LLC History Added to 151,059 8,273 0.43% 1.43% 299 +2,636 1.78% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 150,746 8,256 0.13% 0.05% 300 +103,267 217.5% Q4 2025 Mar 12, 2026
Quarry LP History New 150,000 8,215 1.29% — 301 +150,000 New Q4 2025 Feb 13, 2026
Banco Santander, S.A. History New 149,628 8,195 0.06% — 302 +149,628 New Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 149,431 8,184 0.64% 0.83% 303 -49,674 -24.95% Q4 2025 Jan 20, 2026
Advisory Services Network, LLC History Added to 149,303 8,177 0.12% 0.12% 304 +1,589 1.08% Q4 2025 Feb 17, 2026
Keel Point, LLC History Reduced 148,851 8,152 0.49% 0.53% 305 -12,111 -7.52% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 148,733 8,146 0.17% 0.18% 306 +3,738 2.58% Q4 2025 Feb 09, 2026
Foguth Wealth Management, LLC. History New 146,042 8,022 1.24% — 307 +146,042 New Q4 2025 Jan 05, 2026
Federation des caisses Desjardins du Quebec History Added to 146,276 8,011 0.03% 0.01% 308 +81,104 124.45% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 144,953 7,939 0.1% 0.1% 309 +4,956 3.54% Q4 2025 Jan 29, 2026
FIRST TRUST ADVISORS LP History Added to 144,615 7,920 0.01% 0.0% 310 +25,752 21.67% Q4 2025 Feb 13, 2026
Bonfire Financial History Added to 143,752 7,873 5.88% 5.68% 311 +6,384 4.65% Q4 2025 Jan 27, 2026
Private Wealth Advisors, LLC History Added to 142,803 7,821 2.5% 2.55% 312 +2,122 1.51% Q4 2025 Feb 06, 2026
Ashton Thomas Private Wealth, LLC History Reduced 141,387 7,743 0.19% 0.3% 313 -75,388 -34.78% Q4 2025 Jan 29, 2026
Venturi Wealth Management, LLC History Reduced 141,077 7,726 0.34% 0.43% 314 -29,946 -17.51% Q4 2025 Jan 22, 2026
Western Wealth Management, LLC History Added to 140,257 7,681 0.35% 0.39% 315 +2,486 1.8% Q4 2025 Feb 05, 2026
5th Street Advisors, LLC History Reduced 139,414 7,635 3.57% 4.32% 316 -22,479 -13.89% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Reduced 139,132 7,620 0.28% 0.31% 317 -9,638 -6.48% Q4 2025 Jan 21, 2026
CHANNEL WEALTH LLC History Reduced 136,446 7,473 1.89% 1.99% 318 -1,815 -1.31% Q4 2025 Feb 03, 2026
GeoWealth Management, LLC History Reduced 134,131 7,346 0.27% 0.28% 319 -6,556 -4.66% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 133,477 7,310 0.16% 0.16% 320 -214 -0.16% Q4 2025 Feb 04, 2026
Intrua Financial, LLC History Added to 133,380 7,305 0.77% 0.31% 321 +79,933 149.56% Q4 2025 Feb 05, 2026
Matthew Goff Investment Advisor, LLC History Reduced 133,289 7,300 1.29% 1.3% 322 -8,457 -5.97% Q4 2025 Jan 14, 2026
Northstar Advisory Group, LLC History Reduced 131,272 7,189 2.55% 3.56% 323 -30,707 -18.96% Q4 2025 Jan 15, 2026
Kovack Advisors, Inc. History Added to 130,739 7,160 0.33% 0.34% 324 +63,361 94.04% Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 130,657 7,156 0.33% 0.32% 325 +3,656 2.88% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Reduced 130,005 7,120 0.27% 0.28% 326 -5,884 -4.33% Q4 2025 Feb 17, 2026
Sharper & Granite LLC History Added to 129,826 7,110 2.5% 2.4% 327 +5,316 4.27% Q4 2025 Jan 27, 2026
Tower Research Capital LLC (TRC) History Added to 129,617 7,099 0.17% 0.0% 328 +129,595 589068.18% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 129,268 7,080 0.17% 0.15% 329 +18,303 16.49% Q4 2025 Jan 28, 2026
Granite Harbor Advisors, Inc. History Added to 128,011 7,011 2.96% 2.86% 330 +1,646 1.3% Q4 2025 Jan 22, 2026
RFG Advisory, LLC History Added to 127,635 6,990 0.13% 0.13% 331 +6,881 5.7% Q4 2025 Feb 03, 2026
SURIENCE PRIVATE WEALTH LLC History New 127,567 6,986 7.5% — 332 +127,567 New Q4 2025 Jan 16, 2026
Summit Financial, LLC History Reduced 126,416 6,923 0.1% 0.13% 333 -25,739 -16.92% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Added to 125,682 6,883 0.57% 0.55% 334 +2,252 1.82% Q4 2025 Feb 13, 2026
TCV Trust & Wealth Management, Inc. History Added to 125,648 6,881 0.56% 0.54% 335 +4,950 4.1% Q4 2025 Jan 23, 2026
Dorsey & Whitney Trust CO LLC History Reduced 125,588 6,878 0.36% 0.36% 336 -426 -0.34% Q4 2025 Feb 11, 2026
Game Plan Financial Advisors, LLC History Added to 125,243 6,859 2.76% 2.78% 337 +737 0.59% Q4 2025 Jan 14, 2026
D.A. DAVIDSON & CO. History Added to 125,137 6,853 0.04% 0.04% 338 +10,195 8.87% Q4 2025 Jan 29, 2026
Regal Investment Advisors LLC History Added to 124,865 6,838 0.41% 0.39% 339 +13,280 11.9% Q4 2025 Feb 17, 2026
Aragon Global Management, LP History No change 124,500 6,818 2.07% 2.06% 340 0 0.0% Q4 2025 Feb 17, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 124,091 6,796 0.11% 0.11% 341 -153 -0.12% Q4 2025 Jan 13, 2026
WASHINGTON TRUST Co History Added to 123,691 6,774 0.22% 0.21% 342 +3,499 2.91% Q4 2025 Feb 10, 2026
NorthCrest Asset Manangement, LLC History Added to 120,235 6,748 0.15% 0.15% 343 +3,553 3.05% Q4 2025 Jan 08, 2026
Stratos Wealth Partners, LTD. History Reduced 123,111 6,742 0.08% 0.09% 344 -17,580 -12.5% Q4 2025 Jan 20, 2026
Orion Porfolio Solutions, LLC History Added to 121,717 6,666 0.05% 0.04% 345 +34,107 38.93% Q4 2025 Feb 12, 2026
Integrated Advisors Network LLC History Reduced 121,603 6,660 0.29% 0.37% 346 -43,963 -26.55% Q4 2025 Feb 17, 2026
Aventus Investment Advisors, Inc. History Added to 121,140 6,634 5.38% 5.35% 347 +4,592 3.94% Q4 2025 Jan 14, 2026
OneDigital Investment Advisors LLC History Reduced 120,098 6,577 0.06% 0.07% 348 -2,161 -1.77% Q4 2025 Feb 13, 2026
Client First Capital LLC History Added to 120,079 6,576 2.77% 2.78% 349 +4,276 3.69% Q4 2025 Jan 26, 2026
Apollon Financial, LLC History Added to 118,888 6,511 0.95% 0.44% 350 +69,310 139.8% Q4 2025 Jan 22, 2026
HB Wealth Management, LLC History Added to 118,234 6,475 0.04% 0.04% 351 +880 0.75% Q4 2025 Jan 28, 2026
Atlantic Union Bankshares Corp History Reduced 117,691 6,445 0.12% 0.12% 352 -116 -0.1% Q4 2025 Feb 04, 2026
Stockman Wealth Management, Inc. History Added to 117,485 6,434 0.75% 0.76% 353 +3,134 2.74% Q4 2025 Jan 29, 2026
Freestone Grove Partners LP History New 116,766 6,395 0.05% — 354 +116,766 New Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 116,210 6,364 0.14% 0.14% 355 -792 -0.68% Q4 2025 Feb 05, 2026
WT Wealth Management History Reduced 115,830 6,344 1.82% 1.98% 356 -12,087 -9.45% Q4 2025 Feb 02, 2026
STEPHENS INC /AR/ History Added to 115,612 6,332 0.08% 0.08% 357 +4,754 4.29% Q4 2025 Feb 05, 2026
FRANKLIN RESOURCES INC History Added to 115,041 6,300 0.0% 0.0% 358 +99,676 648.72% Q4 2025 Feb 11, 2026
BURNS J W & CO INC/NY History Reduced 113,984 6,242 0.69% 0.7% 359 -484 -0.42% Q4 2025 Jan 12, 2026
Ausdal Financial Partners, Inc. History Added to 113,509 6,216 0.29% 0.28% 360 +7,987 7.57% Q4 2025 Feb 13, 2026
Capital Planning Advisors, LLC History Added to 113,023 6,190 0.83% 0.78% 361 +7,832 7.45% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 112,909 6,184 0.04% 0.04% 362 +573 0.51% Q4 2025 Feb 09, 2026
Advisory Resource Group History Added to 112,811 6,178 1.09% 1.05% 363 +3,834 3.52% Q4 2025 Feb 12, 2026
AAFMAA Wealth Management & Trust LLC History Added to 112,561 6,164 2.42% 2.3% 364 +5,163 4.81% Q4 2025 Jan 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 112,515 6,162 0.11% 0.03% 365 +87,596 351.52% Q4 2025 Feb 19, 2026
Hilltop Holdings Inc. History Reduced 111,166 6,088 0.36% 0.4% 366 -29,135 -20.77% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 110,724 6,064 0.0% 0.0% 367 +89 0.08% Q4 2025 Feb 09, 2026
CHEMUNG CANAL TRUST CO History Reduced 110,585 6,056 1.2% 1.24% 368 -5,149 -4.45% Q4 2025 Jan 14, 2026
Bank of New York Mellon Corp History Reduced 109,743 6,010 0.0% 0.0% 369 -6,171 -5.32% Q4 2025 Feb 10, 2026
Mechanics Bank Trust Department History Reduced 109,271 5,984 0.78% 0.84% 370 -2,086 -1.87% Q4 2025 Jan 14, 2026
Measured Wealth Private Client Group, LLC History Added to 109,203 5,981 1.58% 1.02% 371 +38,928 55.39% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Added to 109,031 5,971 0.01% 0.01% 372 +943 0.87% Q4 2025 Feb 05, 2026
Laurel Wealth Advisors LLC History Reduced 108,992 5,969 0.79% 0.84% 373 -2,481 -2.23% Q4 2025 Jan 30, 2026
Institute for Wealth Management, LLC. History Added to 107,891 5,909 0.63% 0.59% 374 +1,988 1.88% Q4 2025 Jan 27, 2026
Cooksen Wealth, LLC History Added to 107,372 5,880 4.3% 4.22% 375 +2,466 2.35% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Reduced 106,418 5,828 0.01% 0.01% 376 -6,101 -5.42% Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Added to 106,241 5,818 0.19% 0.21% 377 +367 0.35% Q4 2025 Jan 14, 2026
FIRST MERCHANTS CORP History Added to 105,968 5,803 0.21% 0.21% 378 +621 0.59% Q4 2025 Jan 12, 2026
COMMERCE BANK History Added to 105,704 5,789 0.03% 0.03% 379 +6,830 6.91% Q4 2025 Feb 13, 2026
Zullo Investment Group, Inc. History Added to 105,511 5,778 2.11% 2.09% 380 +338 0.32% Q4 2025 Jan 26, 2026
Simmons Bank History Reduced 105,192 5,761 0.39% 0.38% 381 -1,319 -1.24% Q4 2025 Feb 05, 2026
3EDGE Asset Management, LP History Added to 104,086 5,738 0.3% 0.24% 382 +24,540 30.85% Q4 2025 Feb 06, 2026
Keystone Financial Group History Added to 104,135 5,703 0.42% 0.35% 383 +19,547 23.11% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 104,107 5,701 0.03% 0.02% 384 +43,212 70.96% Q4 2025 Feb 17, 2026
Massachusetts Wealth Management History Added to 104,101 5,701 2.65% 2.74% 385 +1,670 1.63% Q4 2025 Jan 26, 2026
U.S. Capital Wealth Advisors, LLC History Added to 101,938 5,583 0.15% 0.14% 386 +6,729 7.07% Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History Reduced 101,839 5,577 0.11% 0.12% 387 -718 -0.7% Q4 2025 Feb 02, 2026
Kingsview Wealth Management, LLC History Added to 100,236 5,489 0.08% 0.08% 388 +6,363 6.78% Q4 2025 Feb 09, 2026
Monaco Asset Management SAM History New 100,000 5,477 0.95% — 389 +100,000 New Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 99,643 5,457 0.07% 0.07% 390 +2,395 2.46% Q4 2025 Feb 04, 2026
Capstone Wealth Management Group LLC History Reduced 97,927 5,363 3.25% 3.51% 391 -3,997 -3.92% Q4 2025 Jan 09, 2026
Ellis Investment Partners, LLC History Added to 97,844 5,358 0.93% 0.94% 392 +1,660 1.73% Q4 2025 Feb 02, 2026
Focus Financial Network, Inc. History Reduced 97,409 5,335 0.19% 0.19% 393 -90 -0.09% Q4 2025 Jan 12, 2026
MARTIN & CO INC /TN/ History Added to 97,399 5,334 0.92% 0.91% 394 +1,959 2.05% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 97,377 5,333 0.17% 0.17% 395 +7,093 7.86% Q4 2025 Feb 13, 2026
Sandbox Financial Partners, LLC History Added to 97,330 5,330 1.47% 0.92% 396 +37,505 62.69% Q4 2025 Jan 07, 2026
PRINCIPAL SECURITIES, INC. History Added to 97,250 5,326 0.08% 0.08% 397 +11,522 13.44% Q4 2025 Feb 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 96,389 5,279 0.01% 0.01% 398 -644 -0.66% Q4 2025 Feb 11, 2026
Stratos Wealth Advisors, LLC History Added to 96,010 5,258 0.25% 0.24% 399 +1,409 1.49% Q4 2025 Jan 20, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 95,530 5,232 1.91% 2.06% 400 -5,524 -5.47% Q4 2025 Jan 21, 2026
Tidal Investments LLC History Added to 95,258 5,217 0.01% 0.01% 401 +4,904 5.43% Q4 2025 Feb 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 94,789 5,191 0.7% 0.76% 402 +6,405 7.25% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 94,302 5,164 0.01% — 403 +94,302 New Q4 2025 Feb 17, 2026
Fourth Dimension Wealth, LLC History Added to 94,287 5,164 1.88% 1.9% 404 +1,692 1.83% Q4 2025 Feb 04, 2026
Bayview Asset Management, LLC History New 94,200 5,159 1.19% — 405 +94,200 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 93,723 5,133 0.02% — 406 +93,723 New Q4 2025 Feb 05, 2026
Nelson Capital Management, LLC History Added to 92,981 5,092 0.6% 0.53% 407 +10,365 12.55% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Reduced 92,275 5,053 0.01% 0.01% 408 -4,297 -4.45% Q4 2025 Feb 12, 2026
IAM Advisory, LLC History Added to 91,750 5,025 1.12% 1.1% 409 +706 0.78% Q4 2025 Jan 07, 2026
MORTON COMMUNITY BANK History Added to 92,897 4,964 1.07% 1.07% 410 +4,722 5.36% Q4 2025 Feb 13, 2026
PeakShares LLC History New 90,604 4,962 4.84% — 411 +90,604 New Q4 2025 Mar 10, 2026
SUMMIT SECURITIES GROUP LLC History New 90,506 4,957 0.65% — 412 +90,506 New Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Reduced 90,491 4,956 0.09% 0.1% 413 -2,211 -2.39% Q4 2025 Jan 16, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 89,509 4,902 0.31% 0.44% 414 -31,498 -26.03% Q4 2025 Feb 06, 2026
Allspring Global Investments Holdings, LLC History Reduced 89,217 4,900 0.01% 0.01% 415 -1,779 -1.96% Q4 2025 Jan 15, 2026
FIL Ltd History Reduced 89,173 4,884 0.0% 0.0% 416 -2,194 -2.4% Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 88,556 4,873 0.03% 0.53% 417 -1,209,156 -93.18% Q4 2025 Feb 17, 2026
Estate Counselors, LLC History Added to 88,635 4,854 0.41% 0.2% 418 +44,708 101.78% Q4 2025 Feb 02, 2026
CSS LLC/IL History Added to 87,500 4,792 0.21% 0.1% 419 +47,500 118.75% Q4 2025 Feb 17, 2026
EHP Funds Inc. History Added to 86,900 4,759 10.9% 0.78% 421 +70,500 429.88% Q4 2025 Feb 12, 2026
Comprehensive Wealth Management, LLC History Added to 86,899 4,759 2.81% 2.92% 420 +10,483 13.72% Q4 2025 Feb 11, 2026
FOCUS Wealth Advisors, LLC History Added to 86,486 4,736 2.2% 2.06% 422 +6,777 8.5% Q4 2025 Jan 09, 2026
Capital Wealth Planning, LLC History Added to 86,259 4,724 0.03% 0.03% 423 +3,523 4.26% Q4 2025 Feb 11, 2026
Independence Wealth Advisors, LLC History New 85,943 4,707 2.65% — 424 +85,943 New Q4 2025 Jan 09, 2026
M&T BANK CORP History Added to 85,924 4,705 0.02% 0.01% 425 +13,195 18.14% Q4 2025 Jan 30, 2026
Darwin Wealth Management, LLC History Added to 85,700 4,693 1.46% 1.44% 426 +1,770 2.11% Q4 2025 Jan 22, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Reduced 83,682 4,663 2.09% 2.04% 427 -1,563 -1.83% Q4 2025 Jan 14, 2026
Pictet Asset Management Holding SA History No change 84,890 4,649 0.0% 0.0% 428 0 0.0% Q4 2025 Jan 29, 2026
Edgestream Partners, L.P. History New 84,079 4,605 0.13% — 429 +84,079 New Q4 2025 Feb 13, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 84,044 4,603 2.23% 2.18% 430 +265 0.32% Q4 2025 Feb 13, 2026
CITY HOLDING CO History Added to 83,908 4,595 0.57% 0.56% 431 +925 1.11% Q4 2025 Jan 22, 2026
Clearstead Advisors, LLC History Reduced 83,713 4,584 0.06% 0.06% 432 -5,917 -6.6% Q4 2025 Feb 09, 2026
J.W. COLE ADVISORS, INC. History Added to 151,547 4,580 0.11% 0.15% 433 +1,825 1.22% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 83,572 4,577 0.05% 0.04% 434 +15,914 23.52% Q4 2025 Feb 06, 2026
Park Edge Advisors, LLC History Added to 83,417 4,568 1.03% 0.49% 435 +43,775 110.43% Q4 2025 Jan 16, 2026
Cornerstone Wealth Group, LLC History Added to 83,353 4,565 0.31% 0.14% 436 +44,863 116.56% Q4 2025 Jan 26, 2026
Beacon Capital Management, Inc. History Reduced 83,167 4,555 0.24% 0.31% 437 -37,589 -31.13% Q4 2025 Feb 12, 2026
Beacon Pointe Advisors, LLC History Added to 83,124 4,552 0.03% 0.03% 438 +6,579 8.59% Q4 2025 Feb 18, 2026
ACIMA PRIVATE WEALTH, LLC History No change 82,253 4,504 1.4% 1.39% 439 0 0.0% Q4 2025 Jan 15, 2026
Joseph P. Lucia & Associates, LLC History Added to 81,785 4,479 1.62% 1.55% 440 +5,736 7.54% Q4 2025 Jan 28, 2026
Global Retirement Partners, LLC History Reduced 81,590 4,468 0.08% 0.12% 441 -19,946 -19.64% Q4 2025 Feb 06, 2026
Innova Wealth Partners History Reduced 81,478 4,462 2.25% 2.46% 442 -3,157 -3.73% Q4 2025 Jan 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 80,304 4,398 1.19% 0.04% 443 +78,466 4269.1% Q4 2025 Feb 09, 2026
FIDUCIARY TRUST CO History Added to 80,102 4,387 0.05% 0.05% 444 +1,268 1.61% Q4 2025 Feb 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 78,886 4,321 1.21% 1.21% 445 -836 -1.05% Q4 2025 Feb 02, 2026
Westside Investment Management, Inc. History Reduced 78,723 4,313 0.69% 0.68% 446 -246 -0.31% Q4 2025 Jan 23, 2026
Belvedere Trading LLC History New 78,713 4,311 0.0% — 447 +78,713 New Q4 2025 Feb 10, 2026
Asset Allocation Strategies LLC History Reduced 78,459 4,297 0.8% 0.89% 448 -5,083 -6.08% Q4 2025 Feb 13, 2026
McCollum Christoferson Group LLC History Added to 78,366 4,292 1.24% 1.19% 449 +1,106 1.43% Q4 2025 Jan 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 78,326 4,289 0.08% 0.09% 450 -7,293 -8.52% Q4 2025 Feb 12, 2026
Abbot Financial Management, Inc. History Reduced 78,225 4,284 1.78% 1.81% 451 -328 -0.42% Q4 2025 Feb 13, 2026
Centric Wealth Management History Reduced 79,125 4,275 0.9% 0.93% 452 -345 -0.43% Q4 2025 Feb 04, 2026
Clarus Wealth Advisors History Added to 78,673 4,266 1.77% 1.78% 453 +3,592 4.78% Q4 2025 Jan 14, 2026
SteelPeak Wealth, LLC History Reduced 77,391 4,238 0.14% 0.22% 454 -44,213 -36.36% Q4 2025 Jan 20, 2026
HERBST GROUP, LLC History Added to 77,385 4,238 2.49% 2.55% 455 +1,281 1.68% Q4 2025 Jan 16, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 77,390 4,238 2.89% 3.07% 456 +1,237 1.62% Q4 2025 Feb 02, 2026
Activest Wealth Management History Added to 76,985 4,216 0.79% 0.72% 457 +10,523 15.83% Q4 2025 Jan 30, 2026
TICINO WEALTH History New 76,874 4,210 1.56% — 458 +76,874 New Q4 2025 Jan 27, 2026
SIG BROKERAGE, LP History No change 76,048 4,165 0.13% 0.12% 459 0 0.0% Q4 2025 Feb 17, 2026
WARNER FINANCIAL, INC History Reduced 75,526 4,137 1.44% 1.53% 460 -475 -0.62% Q4 2025 Jan 21, 2026
HOWE & RUSLING INC History Added to 75,294 4,123 0.27% 0.25% 461 +6,988 10.23% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Reduced 83,615 4,122 0.09% 0.1% 462 -2,824 -3.27% Q4 2025 Feb 04, 2026
Madison Park Capital Advisors, LLC History Added to 74,958 4,105 3.33% 3.29% 463 +619 0.83% Q4 2025 Jan 20, 2026
Trust Co History Reduced 74,071 4,056 0.38% 0.41% 464 -1,198 -1.59% Q4 2025 Jan 15, 2026
First Financial Bank - Trust Division History Added to 73,952 4,050 0.33% 0.32% 465 +4,023 5.75% Q4 2025 Jan 02, 2026
Advisor Resource Council History New 74,928 4,048 1.44% — 466 +74,928 New Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 73,642 4,033 0.1% 0.09% 467 +7,717 11.71% Q4 2025 Feb 13, 2026
SMI Advisory Services, LLC History Added to 72,842 4,027 0.69% 0.56% 468 +17,418 31.43% Q4 2025 Jan 13, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 73,519 4,026 0.47% 0.48% 469 -30 -0.04% Q4 2025 Feb 03, 2026
Ledyard National Bank History Reduced 73,283 4,013 0.35% 0.38% 470 -4,782 -6.13% Q4 2025 Jan 21, 2026
Evercore Wealth Management, LLC History Added to 73,196 4,008 0.06% 0.06% 471 +1,075 1.49% Q4 2025 Feb 17, 2026
Invst, LLC History Added to 72,667 3,979 0.43% 0.43% 472 +2,715 3.88% Q4 2025 Feb 11, 2026
Vivid Wealth Management, LLC History Added to 71,751 3,929 1.53% 1.54% 473 +33 0.05% Q4 2025 Jan 30, 2026
Cullen Capital Management, LLC History New 71,693 3,926 0.04% — 474 +71,693 New Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 71,670 3,925 0.3% 0.47% 475 -51,430 -41.78% Q4 2025 Jan 23, 2026
ROCKLAND TRUST CO History Reduced 71,517 3,916 0.15% 0.17% 476 -4,983 -6.51% Q4 2025 Jan 15, 2026
Belpointe Asset Management LLC History Added to 71,438 3,912 0.14% 0.13% 477 +8,418 13.36% Q4 2025 Jan 27, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 71,329 3,906 0.53% — 478 +71,329 New Q4 2025 Feb 12, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 71,100 3,894 0.22% 0.22% 479 0 0.0% Q4 2025 Feb 11, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 70,947 3,885 1.11% 1.12% 480 +3,268 4.83% Q4 2025 Feb 10, 2026
Bedell Frazier Investment Counselling, LLC History Added to 70,909 3,883 0.75% 0.78% 481 +305 0.43% Q4 2025 Feb 17, 2026
BigSur Wealth Management LLC History Reduced 70,770 3,876 0.94% 0.93% 482 -100 -0.14% Q4 2025 Jan 27, 2026
BANQUE PICTET & CIE SA History Added to 70,642 3,869 0.02% 0.02% 483 +1,500 2.17% Q4 2025 Jan 16, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 70,521 3,862 0.32% 0.33% 484 -907 -1.27% Q4 2025 Feb 03, 2026
Regal Partners Ltd History New 69,346 3,798 0.22% — 485 +69,346 New Q4 2025 Feb 18, 2026
RDA Financial Network History Added to 69,094 3,784 0.91% 0.89% 486 +1,819 2.7% Q4 2025 Jan 06, 2026
Cornerstone Wealth Management, LLC History Reduced 68,868 3,771 0.2% 0.21% 487 -3,385 -4.68% Q4 2025 Feb 05, 2026
GLENMEDE TRUST CO NA History New 68,469 3,750 0.02% — 488 +68,469 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 67,781 3,712 0.09% 0.1% 489 -2,078 -2.97% Q4 2025 Feb 09, 2026
FAGAN ASSOCIATES, INC. History Reduced 67,776 3,712 0.49% 0.51% 490 -1,145 -1.66% Q4 2025 Jan 30, 2026
Polymer Capital Management (HK) LTD History Added to 67,471 3,695 0.53% 0.48% 491 +2,408 3.7% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 66,637 3,677 0.05% 0.04% 492 +2,878 4.51% Q4 2025 Jan 23, 2026
Chesapeake Wealth Management History Added to 66,804 3,658 1.09% 1.09% 493 +224 0.34% Q4 2025 Feb 03, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 66,397 3,636 0.03% 0.07% 494 -81,018 -54.96% Q4 2025 Feb 05, 2026
Onyx Bridge Wealth Group LLC History Reduced 66,307 3,631 0.39% 1.66% 495 -217,476 -76.63% Q4 2025 Feb 18, 2026
Maxele Advisors, LLC History Reduced 66,225 3,627 2.95% 3.09% 496 -310 -0.47% Q4 2025 Feb 05, 2026
VVR Holdings LLC History New 66,135 3,622 1.88% — 497 +66,135 New Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 66,120 3,621 0.26% 0.26% 498 -1,725 -2.54% Q4 2025 Feb 12, 2026
Pine Valley Investments Ltd Liability Co History Added to 65,981 3,613 0.17% 0.16% 499 +5,187 8.53% Q4 2025 Feb 13, 2026
Teamwork Financial Advisors, LLC History Added to 65,919 3,610 0.36% 0.33% 500 +6,490 10.92% Q4 2025 Jan 09, 2026
Visionary Wealth Advisors History Added to 65,457 3,585 0.16% 0.15% 501 +3,993 6.5% Q4 2025 Feb 13, 2026
Markin Asset Management, LP History New 65,256 3,574 3.93% — 502 +65,256 New Q4 2025 Feb 13, 2026
Arrow Investment Advisors, LLC History Reduced 65,122 3,566 3.96% 3.98% 503 -1,725 -2.58% Q4 2025 Feb 09, 2026
Narus Financial Partners, LLC History Reduced 64,962 3,557 0.98% 0.99% 504 -2,537 -3.76% Q4 2025 Feb 09, 2026
Relyea Zuckerberg Hanson LLC History Added to 64,926 3,556 0.36% 0.37% 505 +128 0.2% Q4 2025 Jan 20, 2026
TCTC Holdings, LLC History Reduced 64,754 3,546 0.11% 0.1% 506 -400 -0.61% Q4 2025 Feb 12, 2026
Simplicity Wealth,LLC History Added to 64,678 3,542 0.21% 0.16% 507 +13,445 26.24% Q4 2025 Jan 30, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 64,601 3,538 2.18% 2.19% 508 +131 0.2% Q4 2025 Jan 21, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 64,498 3,532 0.44% 0.6% 509 -16,168 -20.04% Q4 2025 Jan 15, 2026
Wall Capital Group, Inc. History New 64,120 3,511 3.34% — 510 +64,120 New Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Added to 64,004 3,505 0.07% 0.04% 511 +25,579 66.57% Q4 2025 Feb 06, 2026
Marex Group plc History Added to 63,697 3,488 0.02% 0.0% 512 +54,941 627.47% Q4 2025 Feb 12, 2026
PLANWISER FINANCIAL, LLC History Added to 64,921 3,470 2.6% 1.95% 513 +17,939 38.18% Q4 2025 Feb 13, 2026
ARS Investment Partners, LLC History Added to 63,308 3,467 0.2% 0.21% 514 +4,541 7.73% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 62,356 3,415 0.03% 0.02% 515 -369 -0.59% Q4 2025 Feb 13, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 62,313 3,412 1.55% 0.67% 516 +36,295 139.5% Q4 2025 Jan 12, 2026
Magnus Financial Group LLC History Reduced 62,164 3,404 0.26% 0.27% 517 -1,517 -2.38% Q4 2025 Jan 07, 2026
BFSG, LLC History Reduced 62,068 3,399 0.33% 0.32% 518 -142 -0.23% Q4 2025 Jan 22, 2026
Greenwich Wealth Management LLC History Reduced 61,917 3,391 0.15% 0.17% 519 -322 -0.52% Q4 2025 Feb 10, 2026
OpenArc Corporate Advisory, LLC History New 61,699 3,379 0.06% — 520 +61,699 New Q4 2025 Feb 13, 2026
Telos Capital Management, Inc. History Added to 61,600 3,373 0.31% 0.31% 521 +1,843 3.08% Q4 2025 Jan 22, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 61,541 3,370 1.25% 1.25% 522 +383 0.63% Q4 2025 Feb 17, 2026
CORRADO ADVISORS, LLC History Added to 61,441 3,365 1.69% 1.7% 523 +2,590 4.4% Q4 2025 Feb 10, 2026
MontVue Capital Management, Inc. History Reduced 61,096 3,346 2.23% 2.27% 524 -1,705 -2.71% Q4 2025 Jan 27, 2026
Alphadyne Asset Management LP History New 60,915 3,336 0.08% — 525 +60,915 New Q4 2025 Feb 17, 2026
XY Capital Ltd History Added to 60,920 3,336 2.1% 0.37% 526 +47,735 362.04% Q4 2025 Feb 12, 2026
Laraway Financial Advisors Inc History Reduced 60,431 3,309 2.16% 2.22% 527 -11 -0.02% Q4 2025 Feb 13, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 60,033 3,288 1.2% 0.95% 528 +18,900 45.95% Q4 2025 Feb 12, 2026
Shay Capital LLC History New 60,000 3,286 0.34% — 529 +60,000 New Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 59,944 3,283 0.01% 0.01% 530 +704 1.19% Q4 2025 Jan 30, 2026
Lionsbridge Wealth Management LLC History Reduced 59,938 3,282 3.32% 3.19% 531 -144 -0.24% Q4 2025 Jan 26, 2026
Silphium Asset Management Ltd History New 59,800 3,275 1.39% — 532 +59,800 New Q4 2025 Jan 27, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 59,789 3,274 0.89% 0.88% 533 +1,119 1.91% Q4 2025 Jan 13, 2026
HBW ADVISORY SERVICES LLC History Added to 59,707 3,270 0.36% 0.35% 534 +1,159 1.98% Q4 2025 Jan 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 59,674 3,268 0.16% 0.24% 535 -4,725 -7.34% Q4 2025 Feb 12, 2026
Corsicana & Co. History Reduced 59,664 3,267 1.83% 1.81% 536 -285 -0.48% Q4 2025 Jan 07, 2026
Penserra Capital Management LLC History New 59,515 3,259 0.04% — 537 +59,515 New Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Added to 59,408 3,254 0.09% 0.1% 538 +4,206 7.62% Q4 2025 Feb 12, 2026
Signal Advisors Wealth, LLC History Added to 59,334 3,249 0.26% 0.23% 539 +13,053 28.2% Q4 2025 Jan 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 58,884 3,225 0.39% 0.36% 540 +2,586 4.59% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 58,533 3,205 0.17% 0.17% 541 +1,722 3.03% Q4 2025 Mar 04, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 56,846 3,190 1.7% 1.71% 542 -3,013 -5.03% Q4 2025 Jan 06, 2026
Orca Investment Management, LLC History Reduced 58,151 3,184 2.51% 2.59% 543 -475 -0.81% Q4 2025 Jan 20, 2026
Prime Capital Investment Advisors, LLC History Reduced 58,046 3,179 0.04% 0.04% 544 -3,214 -5.25% Q4 2025 Jan 21, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 57,942 3,173 0.06% 0.06% 545 +3,459 6.35% Q4 2025 Feb 05, 2026
WP Advisors, LLC History Added to 57,930 3,172 0.79% 0.79% 546 +54 0.09% Q4 2025 Jan 28, 2026
Centennial Bank/AR/ History Added to 57,483 3,148 1.25% 0.81% 547 +19,147 49.95% Q4 2025 Feb 17, 2026
Elm Partners Management LLC History Added to 57,384 3,142 0.14% 0.08% 548 +28,645 99.67% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Reduced 57,324 3,139 0.14% 0.16% 549 -6,908 -10.75% Q4 2025 Feb 17, 2026
Zhang Financial LLC History Added to 57,279 3,137 0.12% 0.11% 550 +5,988 11.67% Q4 2025 Feb 10, 2026
Constitution Capital LLC History Added to 57,221 3,133 1.48% 1.43% 551 +580 1.02% Q4 2025 Jan 09, 2026
Larson Financial Group LLC History Added to 57,068 3,125 0.1% 0.04% 552 +37,826 196.58% Q4 2025 Feb 06, 2026
Man Group plc History Reduced 56,831 3,112 0.01% 0.05% 553 -454,969 -88.9% Q4 2025 Feb 17, 2026
Counterweight Ventures, LLC History Added to 56,787 3,110 1.74% 1.76% 554 +765 1.37% Q4 2025 Jan 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 56,674 3,104 0.01% 0.01% 555 -931 -1.62% Q4 2025 Jan 30, 2026
GFS Advisors, LLC History Added to 56,656 3,103 0.37% 0.35% 556 +5,935 11.7% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 56,643 3,102 0.07% 0.07% 557 +1,835 3.35% Q4 2025 Jan 28, 2026
M3 Advisory Group, LLC History Added to 56,461 3,092 1.89% 1.87% 558 +727 1.3% Q4 2025 Jan 16, 2026
JFS WEALTH ADVISORS, LLC History Reduced 56,298 3,083 0.17% 0.24% 559 -20,800 -26.98% Q4 2025 Jan 14, 2026
EARNED WEALTH ADVISORS, LLC History New 56,286 3,082 0.99% — 560 +56,286 New Q4 2025 Jan 27, 2026
One Charles Private Wealth Services, LLC History Added to 56,168 3,076 0.8% 0.79% 561 +426 0.76% Q4 2025 Feb 06, 2026
DEUTSCHE BANK AG\ History Reduced 56,047 3,069 0.0% 0.0% 562 -4,955 -8.12% Q4 2025 Feb 11, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 55,996 3,066 0.64% 0.91% 563 -22,270 -28.45% Q4 2025 Jan 21, 2026
HARRELL INVESTMENT PARTNERS, LLC History Added to 55,220 3,024 0.71% 0.67% 564 +2,202 4.15% Q4 2025 Jan 15, 2026
Appalachian Capital Management Ltd History New 55,022 3,013 2.41% — 565 +55,022 New Q4 2025 Feb 17, 2026
Modus Advisors, LLC History Added to 54,887 3,006 0.79% 0.3% 566 +34,443 168.47% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Reduced 54,865 3,004 0.1% 0.11% 567 -16,055 -22.64% Q4 2025 Jan 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 54,306 2,974 0.04% 0.04% 568 -65 -0.12% Q4 2025 Feb 12, 2026
PINNACLE ASSOCIATES LTD History Added to 54,209 2,969 0.04% 0.04% 569 +1,311 2.48% Q4 2025 Feb 05, 2026
PFG Advisors History Reduced 54,083 2,962 0.14% 0.13% 570 -4,971 -8.42% Q4 2025 Jan 27, 2026
ASSOCIATED BANC-CORP History Reduced 54,000 2,957 0.08% 0.08% 571 -5,366 -9.04% Q4 2025 Feb 06, 2026
RPg Family Wealth Advisory, LLC History Reduced 53,961 2,955 0.65% 0.69% 572 -4,319 -7.41% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 53,833 2,948 0.02% — 573 +53,833 New Q4 2025 Feb 18, 2026
CX Institutional History Reduced 53,279 2,918 0.09% 0.09% 574 -1,604 -2.92% Q4 2025 Feb 02, 2026
Capital Investment Counsel, LLC History Added to 52,980 2,901 0.4% 0.36% 575 +7,828 17.34% Q4 2025 Feb 02, 2026
Bay Rivers Group History Reduced 52,917 2,898 1.17% 1.27% 576 -3,030 -5.42% Q4 2025 Jan 07, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 52,790 2,890 0.77% 0.74% 577 +1,955 3.85% Q4 2025 Feb 09, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 51,643 2,880 2.3% 2.29% 578 -1,288 -2.43% Q4 2025 Feb 12, 2026
Capital Advisors, Ltd. LLC History Reduced 52,552 2,878 0.32% 0.32% 579 -825 -1.55% Q4 2025 Jan 21, 2026
Everstar Asset Management, LLC History Reduced 51,942 2,844 1.52% 1.6% 580 -599 -1.14% Q4 2025 Feb 05, 2026
Risk Paradigm Group, LLC History New 51,897 2,842 2.74% — 581 +51,897 New Q4 2025 Feb 17, 2026
Financial Freedom, LLC History Reduced 51,857 2,840 1.41% 1.71% 582 -11,900 -18.66% Q4 2025 Feb 17, 2026
Janney Capital Management LLC History Reduced 51,726 2,833 0.18% 0.17% 583 -245 -0.47% Q4 2025 Feb 11, 2026
Realta Investment Advisors History Reduced 51,634 2,828 0.93% 1.02% 584 -4,958 -8.76% Q4 2025 Jan 20, 2026
CALTON & ASSOCIATES, INC. History Added to 51,324 2,811 0.41% 0.4% 585 +1,474 2.96% Q4 2025 Feb 10, 2026
Ethos Financial Group, LLC History New 51,137 2,800 0.21% — 586 +51,137 New Q4 2025 Jan 20, 2026
Moors & Cabot, Inc. History Reduced 51,061 2,796 0.12% 0.12% 587 -469 -0.91% Q4 2025 Feb 10, 2026
Fiduciary Group, LLC History Added to 50,966 2,791 0.23% 0.22% 588 +3,640 7.69% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Reduced 50,636 2,773 0.1% 0.19% 589 -2,872 -5.37% Q4 2025 Feb 04, 2026
SHUTTLEWORTH & Co History Added to 50,343 2,757 2.52% 2.42% 590 +829 1.67% Q4 2025 Feb 13, 2026
10Elms LLP History Added to 50,273 2,753 2.52% 2.25% 591 +3,810 8.2% Q4 2025 Feb 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 49,990 2,737 0.38% 0.38% 592 +893 1.82% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 49,911 2,733 0.02% 0.02% 593 +3,203 6.86% Q4 2025 Jan 26, 2026
Y.D. More Investments Ltd History Reduced 49,855 2,731 0.13% 0.16% 594 -1,220 -2.39% Q4 2025 Jan 21, 2026
OKABENA INVESTMENT SERVICES INC History Added to 49,653 2,719 0.52% 0.51% 595 +1,088 2.24% Q4 2025 Feb 13, 2026
Graetz Wealth LLC History New 49,467 2,709 2.47% — 596 +49,467 New Q4 2025 Feb 12, 2026
Next Level Private LLC History Added to 49,358 2,703 0.71% 0.77% 597 +79 0.16% Q4 2025 Jan 07, 2026
Fairvoy Private Wealth, LLC History Added to 49,337 2,702 0.6% 0.59% 598 +1,414 2.95% Q4 2025 Jan 14, 2026
CWC Advisors, LLC. History Reduced 49,087 2,688 1.3% 1.3% 599 -211 -0.43% Q4 2025 Jan 26, 2026
Brown Financial Advisors History Added to 49,019 2,684 0.98% 0.96% 600 +548 1.13% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 48,728 2,668 0.18% 0.21% 601 -1,885 -3.72% Q4 2025 Feb 03, 2026
Dorsey Wright & Associates History Added to 48,530 2,658 0.57% 0.58% 602 +618 1.29% Q4 2025 Feb 20, 2026
BEACON FINANCIAL GROUP History New 48,428 2,652 0.26% — 603 +48,428 New Q4 2025 Apr 01, 2026
High Note Wealth, LLC History Reduced 48,296 2,645 0.52% 0.53% 604 -717 -1.46% Q4 2025 Feb 05, 2026
NewEdge Wealth, LLC History Added to 48,291 2,644 0.03% 0.03% 605 +5,358 12.48% Q4 2025 Feb 03, 2026
UNIVEST FINANCIAL Corp History Added to 48,090 2,633 0.14% 0.06% 606 +27,483 133.37% Q4 2025 Feb 04, 2026
Brick & Kyle, Associates History Added to 47,589 2,606 0.92% 0.95% 607 +52 0.11% Q4 2025 Feb 13, 2026
Thayer Partners, LLC / MA History New 47,529 2,603 1.27% — 608 +47,529 New Q4 2025 Feb 05, 2026
Garden State Investment Advisory Services LLC History Added to 47,343 2,593 0.57% 0.51% 609 +4,887 11.51% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 46,848 2,565 0.02% 0.02% 610 -3,975 -7.82% Q4 2025 Feb 13, 2026
CMG Global Holdings, LLC History Added to 47,099 2,541 1.13% 1.22% 611 +398 0.85% Q4 2025 Feb 05, 2026
DT Investment Partners, LLC History Reduced 46,102 2,525 0.21% 0.21% 612 -444 -0.95% Q4 2025 Feb 10, 2026
Henson-Edgewater Management, LLC History New 45,800 2,508 1.48% — 613 +45,800 New Q4 2025 Mar 31, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 45,496 2,491 0.96% 0.95% 614 +679 1.52% Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 45,049 2,467 0.02% 5.52% 615 -11,355,091 -99.6% Q4 2025 Feb 03, 2026
Dynamic Wealth Strategies, LLC History Added to 45,037 2,466 1.47% 1.06% 616 +15,603 53.01% Q4 2025 Feb 04, 2026
Circle Wealth Management, LLC History Added to 44,925 2,460 0.04% 0.05% 617 +1,712 3.96% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History New 44,862 2,457 0.02% — 618 +44,862 New Q4 2025 Jan 27, 2026
Brookstone Capital Management History Reduced 44,809 2,454 0.03% 0.03% 619 -6,149 -12.07% Q4 2025 Jan 15, 2026
Global View Capital Management LLC History Added to 44,783 2,452 0.46% 0.05% 620 +40,785 1020.14% Q4 2025 Jan 14, 2026
PFG Investments, LLC History Added to 44,571 2,441 0.12% 0.11% 623 +3,706 9.07% Q4 2025 Jan 26, 2026
Meridian Wealth Management, LLC History Added to 44,533 2,441 0.09% 0.09% 621 +1,009 2.32% Q4 2025 Feb 04, 2026
Beaumont Financial Advisors, LLC History Reduced 44,586 2,441 0.16% 0.16% 622 -241 -0.54% Q4 2025 Jan 16, 2026
Perennial Investment Advisors, LLC History Added to 44,537 2,439 0.19% 0.19% 624 +875 2.0% Q4 2025 Feb 17, 2026
Rockingstone Advisors LLC History Added to 44,458 2,434 1.11% 1.15% 625 +1,315 3.05% Q4 2025 Jan 28, 2026
CFC Planning Co LLC History Reduced 44,255 2,423 1.84% 2.17% 626 -4,802 -9.79% Q4 2025 Jan 30, 2026
IFP Advisors, Inc History Reduced 44,141 2,417 0.05% 0.21% 627 -104,212 -70.25% Q4 2025 Feb 06, 2026
Boltwood Capital Management History Added to 44,106 2,415 0.63% 0.62% 628 +594 1.37% Q4 2025 Jan 02, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 43,761 2,396 0.12% 0.13% 629 -2,990 -6.4% Q4 2025 Feb 02, 2026
Compound Planning, Inc. History Added to 43,426 2,378 0.07% 0.05% 630 +15,309 54.45% Q4 2025 Feb 19, 2026
Providence First Trust Co History Added to 42,983 2,354 0.82% 0.18% 631 +33,499 353.22% Q4 2025 Feb 03, 2026
Modern Wealth Management, LLC History Added to 42,996 2,354 0.04% 0.02% 632 +23,107 116.18% Q4 2025 Feb 17, 2026
Fearless Solutions, LLC dba Best Invest History Added to 42,861 2,347 1.42% 1.31% 633 +4,813 12.65% Q4 2025 Jan 20, 2026
Y-Intercept (Hong Kong) Ltd History New 42,772 2,342 0.05% — 634 +42,772 New Q4 2025 Feb 13, 2026
WEALTHGARDEN F.S. LLC History Added to 43,840 2,341 1.54% 1.43% 635 +5,899 15.55% Q4 2025 Feb 11, 2026
NWAM LLC History Reduced 43,736 2,335 0.13% 0.3% 636 -60,724 -58.13% Q4 2025 Feb 04, 2026
Crews Bank & Trust History Reduced 42,427 2,323 0.33% 0.36% 637 -3,635 -7.89% Q4 2025 Jan 21, 2026
Redwood Financial Network Corp History Reduced 42,410 2,322 1.48% 1.55% 638 -2,917 -6.44% Q4 2025 Feb 10, 2026
WealthPLAN Partners, LLC History Added to 42,168 2,309 0.34% 0.34% 639 +479 1.15% Q4 2025 Feb 12, 2026
Jacobi Capital Management LLC History Reduced 42,078 2,304 0.13% 0.17% 640 -9,947 -19.12% Q4 2025 Feb 13, 2026
St. Johns Investment Management Company, LLC History Reduced 41,825 2,290 0.96% 1.11% 641 -6,724 -13.85% Q4 2025 Jan 29, 2026
Intrepid Financial Planning Group LLC History Reduced 41,434 2,269 0.86% 0.87% 642 -753 -1.78% Q4 2025 Feb 13, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 41,281 2,260 1.68% 1.92% 643 -3,595 -8.01% Q4 2025 Jan 14, 2026
QUATTRO FINANCIAL ADVISORS LLC History Reduced 41,067 2,249 0.67% 0.7% 644 -218 -0.53% Q4 2025 Jan 26, 2026
Avior Wealth Management, LLC History Added to 40,506 2,218 0.07% 0.07% 645 +2,358 6.18% Q4 2025 Jan 06, 2026
E&G Advisors, LP History Added to 40,462 2,216 0.5% 0.51% 646 +40 0.1% Q4 2025 Jan 23, 2026
Advisors Capital Management, LLC History Added to 40,300 2,207 0.03% 0.02% 647 +9,752 31.92% Q4 2025 Jan 29, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 40,177 2,200 0.15% 0.15% 648 -628 -1.54% Q4 2025 Jan 28, 2026
Galaxy Group Investments LLC History New 40,000 2,190 0.26% — 649 +40,000 New Q4 2025 Mar 23, 2026
Ciovacco Capital Management LLC History Reduced 39,891 2,184 1.09% 1.18% 650 -3,784 -8.66% Q4 2025 Feb 09, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Added to 39,793 2,179 0.31% 0.28% 651 +3,720 10.31% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 39,745 2,177 0.0% 0.0% 652 -8,062 -16.86% Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Added to 39,743 2,176 0.04% 0.04% 653 +1,168 3.03% Q4 2025 Feb 11, 2026
Odyssey Capital Advisors, Inc. History New 39,680 2,173 1.93% — 654 +39,680 New Q4 2025 Feb 05, 2026
Maridea Wealth Management LLC History Added to 39,654 2,171 0.33% 0.32% 655 +288 0.73% Q4 2025 Jan 08, 2026
PLIMOTH TRUST CO LLC History Reduced 39,312 2,153 0.48% 0.49% 656 -1,133 -2.8% Q4 2025 Jan 27, 2026
Vertex Investment Solutions Co., Ltd. History New 38,800 2,146 2.13% — 657 +38,800 New Q4 2025 Feb 05, 2026
First Bancorp, Inc /ME/ History Reduced 38,839 2,127 1.13% 1.3% 658 -6,500 -14.34% Q4 2025 Jan 26, 2026
StoneX Group Inc. History Reduced 38,710 2,126 0.09% 0.34% 659 -107,928 -73.6% Q4 2025 Feb 12, 2026
Crumly & Associates Inc. History Reduced 38,729 2,121 0.44% 0.47% 660 -1,543 -3.83% Q4 2025 Jan 14, 2026
Founders Financial Alliance, LLC History Added to 38,730 2,121 0.4% 0.39% 661 +446 1.16% Q4 2025 Feb 12, 2026
Bleakley Financial Group, LLC History Added to 38,459 2,106 0.04% 0.05% 662 +764 2.03% Q4 2025 Feb 09, 2026
Fulcrum Equity Management History Added to 38,363 2,101 2.01% 1.96% 663 +2,342 6.5% Q4 2025 Jan 06, 2026
Accel Wealth Management History Reduced 38,289 2,097 0.57% 0.63% 664 -2,144 -5.3% Q4 2025 Jan 20, 2026
MTM Investment Management, LLC History Added to 38,238 2,094 0.67% 0.65% 665 +34 0.09% Q4 2025 Feb 09, 2026
WealthShield Partners, LLC History Added to 38,196 2,091 0.23% 0.23% 666 +252 0.66% Q4 2025 Feb 03, 2026
SIMPLEX TRADING, LLC History New 38,079 2,085 0.0% — 667 +38,079 New Q4 2025 Feb 11, 2026
Windsor Capital Management, LLC History Reduced 38,075 2,085 0.58% 0.57% 668 -232 -0.61% Q4 2025 Jan 15, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 38,036 2,083 0.32% 0.36% 669 +500 1.33% Q4 2025 Jan 29, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 37,568 2,057 0.23% 0.15% 670 +13,320 54.93% Q4 2025 Jan 08, 2026
Beacon Bridge Wealth Partners, LLC History Added to 37,553 2,056 0.68% 0.57% 671 +7,786 26.16% Q4 2025 Jan 27, 2026
FLOYD FINANCIAL GROUP LLC History Added to 39,096 2,052 1.39% 1.39% 672 +3,327 9.3% Q4 2025 Feb 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 37,362 2,046 0.02% 0.01% 673 +3,214 9.41% Q4 2025 Feb 12, 2026
JBR Co Financial Management Inc History Added to 37,229 2,039 0.85% 0.81% 674 +1,458 4.08% Q4 2025 Jan 06, 2026
KFA Private Wealth Group, LLC History Reduced 36,378 1,992 0.48% 0.57% 675 -489 -1.33% Q4 2025 Jan 07, 2026
Baker Avenue Asset Management, LP History Reduced 36,283 1,987 0.05% 0.14% 676 -71,428 -66.31% Q4 2025 Feb 10, 2026
Hansen & Associates Financial Group, Inc. History Added to 37,044 1,983 1.08% 0.81% 677 +640 1.76% Q4 2025 Feb 17, 2026
Brookwood Investment Group LLC History Added to 36,099 1,977 0.24% 0.25% 678 +439 1.23% Q4 2025 Jan 22, 2026
IEQ CAPITAL, LLC History Reduced 35,798 1,960 0.01% 0.01% 679 -2,673 -6.95% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 35,665 1,953 0.09% 0.09% 680 -659 -1.81% Q4 2025 Feb 02, 2026
McGuire Investment Group, LLC History Reduced 35,664 1,953 0.21% 0.22% 681 -366 -1.02% Q4 2025 Jan 26, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 35,711 1,949 0.37% 0.21% 682 +8,214 29.87% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History Reduced 35,521 1,945 0.21% 0.21% 683 -571 -1.58% Q4 2025 Feb 13, 2026
Bramshill Investments, LLC History Reduced 35,500 1,944 0.11% 0.2% 684 -20,000 -36.04% Q4 2025 Feb 17, 2026
Alexis Investment Partners, LLC History Added to 35,180 1,939 0.72% 0.16% 685 +1,232 3.63% Q4 2025 Jan 29, 2026
Transcendent Capital Group LLC History New 35,374 1,937 0.88% — 686 +35,374 New Q4 2025 Jan 26, 2026
MONETARY MANAGEMENT GROUP INC History No change 35,225 1,929 0.45% 0.44% 687 0 0.0% Q4 2025 Feb 11, 2026
Advocate Investing Services LLC History New 35,186 1,927 1.73% — 688 +35,186 New Q4 2025 Feb 12, 2026
PATTEN & PATTEN INC/TN History Added to 35,166 1,926 0.11% 0.11% 689 +1,035 3.03% Q4 2025 Feb 03, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 35,038 1,919 0.86% 0.69% 690 +8,485 31.95% Q4 2025 Jan 12, 2026
Intellectus Partners, LLC History Added to 34,793 1,905 0.37% 0.33% 691 +2,873 9.0% Q4 2025 Feb 10, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 34,664 1,898 0.38% 0.38% 692 -2,187 -5.93% Q4 2025 Jan 12, 2026
RCW Management, LLC History New 34,591 1,894 1.91% — 693 +34,591 New Q4 2025 Jan 30, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 34,467 1,887 0.42% 0.44% 694 0 0.0% Q4 2025 Jan 12, 2026
Cladis Investment Advisory, LLC History Added to 34,447 1,886 1.03% 1.05% 695 +301 0.88% Q4 2025 Feb 13, 2026
MONECO ADVISORS, LLC History Added to 34,344 1,881 0.15% 0.09% 696 +13,729 66.6% Q4 2025 Feb 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 34,235 1,875 0.1% 0.11% 697 +1,890 5.84% Q4 2025 Jan 26, 2026
Jacobs Equity LLC History New 34,032 1,863 1.79% — 698 +34,032 New Q4 2025 Feb 19, 2026
INGALLS & SNYDER LLC History Added to 33,698 1,846 0.07% 0.06% 699 +1,760 5.51% Q4 2025 Feb 13, 2026
Howard Capital Management Group, LLC History Reduced 33,658 1,843 0.12% 0.12% 700 -300 -0.88% Q4 2025 Jan 16, 2026
Curi Capital, LLC History Added to 33,589 1,839 0.03% 0.03% 701 +4,784 16.61% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Reduced 33,407 1,829 0.25% 0.25% 702 -200 -0.6% Q4 2025 Feb 13, 2026
CWA Asset Management Group, LLC History Reduced 33,217 1,819 0.07% 0.07% 703 -1,814 -5.18% Q4 2025 Jan 07, 2026
Essex Financial Services, Inc. History Reduced 33,129 1,814 0.1% 0.11% 704 -423 -1.26% Q4 2025 Feb 10, 2026
STAPP WEALTH MANAGEMENT, PLLC History Added to 33,121 1,814 2.34% 2.38% 705 +220 0.67% Q4 2025 Jan 21, 2026
Encompass More Asset Management History Added to 33,100 1,812 0.33% 0.28% 707 +5,496 19.91% Q4 2025 Feb 03, 2026
Williams Jones Wealth Management, LLC. History Reduced 33,093 1,812 0.02% 0.02% 706 -250 -0.75% Q4 2025 Feb 13, 2026
ES4, LLC History New 33,063 1,810 1.25% — 709 +33,063 New Q4 2025 Feb 13, 2026
NWF Advisory Services Inc. History Added to 33,059 1,810 0.2% 0.19% 708 +965 3.01% Q4 2025 Mar 03, 2026
Pinnacle Family Advisors, LLC History Added to 32,947 1,804 0.79% 0.49% 710 +12,070 57.81% Q4 2025 Feb 17, 2026
Next Capital Management LLC History Added to 32,904 1,802 0.58% 0.58% 711 +372 1.14% Q4 2025 Feb 11, 2026
Kingstone Capital Partners Texas, LLC History Added to 32,876 1,801 1.05% 1.02% 712 +103 0.31% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Reduced 32,873 1,800 0.04% 0.04% 713 -2,718 -7.64% Q4 2025 Jan 14, 2026
Ruggiero Investments, Inc. History New 32,659 1,788 1.61% — 714 +32,659 New Q4 2025 Feb 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 32,177 1,762 0.39% 0.4% 715 +1,749 5.75% Q4 2025 Jan 09, 2026
Successful Portfolios LLC History Reduced 31,576 1,759 0.9% 1.0% 716 -131 -0.41% Q4 2025 Jan 23, 2026
Archer Investment Management, LLC History New 32,079 1,756 0.94% — 718 +32,079 New Q4 2025 Jan 12, 2026
LJI Wealth Management, LLC History Reduced 32,065 1,756 0.27% 0.3% 717 -46 -0.14% Q4 2025 Feb 03, 2026
FIRST NATIONAL BANK OF OMAHA History New 31,769 1,753 0.05% — 719 +31,769 New Q4 2025 Feb 13, 2026
Bank of Marin History Reduced 31,986 1,751 1.21% 1.24% 720 -604 -1.85% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 31,905 1,747 0.06% 0.07% 721 -149 -0.46% Q4 2025 Feb 06, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 31,824 1,743 1.28% 1.29% 722 -1,026 -3.12% Q4 2025 Feb 12, 2026
Crestwood Advisors Group, LLC History Reduced 31,790 1,741 0.03% 0.03% 723 -236 -0.74% Q4 2025 Feb 03, 2026
First National Bank of Hutchinson History Reduced 31,729 1,737 1.02% 2.05% 724 -40,135 -55.85% Q4 2025 Jan 29, 2026
Apollon Wealth Management, LLC History Reduced 31,600 1,730 0.03% 0.04% 725 -12,055 -27.61% Q4 2025 Jan 22, 2026
McLaughlin Asset Management, Inc. History New 31,579 1,729 1.55% — 726 +31,579 New Q4 2025 Feb 20, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 31,563 1,728 0.09% 0.09% 727 -681 -2.11% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO History Added to 30,614 1,726 0.02% 0.02% 728 +3,258 11.91% Q4 2025 Jan 26, 2026
Journey Advisory Group, LLC History Reduced 31,468 1,723 0.14% 0.13% 729 -140 -0.44% Q4 2025 Jan 27, 2026
J. Safra Sarasin Holding AG History No change 31,166 1,719 0.03% 0.03% 730 0 0.0% Q4 2025 Jan 15, 2026
Blue Chip Partners, LLC History Added to 31,238 1,710 0.12% 0.12% 731 +2,236 7.71% Q4 2025 Feb 18, 2026
Gallacher Capital Management LLC History Added to 31,186 1,708 0.66% 0.18% 732 +22,865 274.79% Q4 2025 Feb 03, 2026
Tepp RIA, LLC History New 31,122 1,704 1.69% — 733 +31,122 New Q4 2025 Feb 04, 2026
PRIVATE TRUST CO NA History Reduced 30,801 1,686 0.15% 0.2% 734 -10,330 -25.11% Q4 2025 Jan 26, 2026
Wedmont Private Capital History Added to 30,300 1,685 0.06% 0.06% 735 +240 0.8% Q4 2025 Jan 08, 2026
Phillips Wealth Planners LLC History Added to 31,502 1,684 1.35% 1.05% 736 +7,957 33.79% Q4 2025 Feb 10, 2026
SCS Capital Management LLC History Reduced 30,693 1,681 0.02% 0.02% 737 -50 -0.16% Q4 2025 Feb 10, 2026
One Wealth Map LLC History Added to 31,078 1,679 0.85% 0.83% 738 +1,614 5.48% Q4 2025 Feb 04, 2026
IPG Investment Advisors LLC History Added to 30,520 1,671 0.29% 0.06% 739 +23,970 365.95% Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History Reduced 30,220 1,655 0.07% 0.08% 740 -1,486 -4.69% Q4 2025 Jan 27, 2026
SOL Capital Management CO History No change 30,150 1,651 0.15% 0.15% 741 0 0.0% Q4 2025 Jan 30, 2026
BRASADA CAPITAL MANAGEMENT, LP History New 30,000 1,643 0.28% — 742 +30,000 New Q4 2025 Feb 13, 2026
Advyzon Investment Management, LLC History Added to 30,007 1,643 0.19% 0.19% 745 +9,731 47.99% Q4 2025 Feb 13, 2026
Centiva Capital, LP History Reduced 30,000 1,643 0.01% 0.02% 743 -700 -2.28% Q4 2025 Feb 13, 2026
American Institute for Advanced Investment Management, LLP History Added to 30,063 1,643 1.06% 1.05% 744 +308 1.04% Q4 2025 Feb 04, 2026
Mesirow Financial Investment Management, Inc. History Added to 29,851 1,634 0.03% 0.03% 746 +542 1.85% Q4 2025 Feb 05, 2026
FIRST NATIONAL TRUST CO History Added to 29,742 1,628 0.05% 0.04% 747 +8,706 41.39% Q4 2025 Feb 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 30,559 1,627 0.63% 0.7% 748 +409 1.36% Q4 2025 Feb 12, 2026
MARCO INVESTMENT MANAGEMENT LLC History Added to 29,539 1,617 0.12% 0.12% 749 +1,000 3.5% Q4 2025 Feb 04, 2026
Focus Partners Advisor Solutions, LLC History Reduced 29,485 1,614 0.02% 0.02% 750 -5,573 -15.9% Q4 2025 Feb 11, 2026
Global Financial Private Client, LLC History Reduced 29,432 1,612 0.57% 0.57% 751 -248 -0.84% Q4 2025 Jan 27, 2026
Ironwood Financial, llc History Reduced 29,050 1,606 0.27% 0.32% 752 -4,251 -12.77% Q4 2025 Jan 15, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 29,293 1,604 0.08% 0.08% 753 -40 -0.14% Q4 2025 Feb 11, 2026
Paladin Wealth, LLC History Added to 29,154 1,596 1.09% 0.92% 754 +5,544 23.48% Q4 2025 Jan 15, 2026
One Capital Management, LLC History Reduced 28,954 1,585 0.05% 0.05% 755 -2,749 -8.67% Q4 2025 Feb 10, 2026
Bellwether Advisors, LLC History Reduced 28,911 1,583 0.25% 3.99% 756 -419,027 -93.55% Q4 2025 Feb 09, 2026
Ring Mountain Capital, LLC History Reduced 29,071 1,583 0.81% 0.89% 757 -879 -2.93% Q4 2025 Jan 27, 2026
Ipsen Advisor Group LLC History Reduced 28,837 1,579 1.12% 1.12% 758 -47 -0.16% Q4 2025 Feb 11, 2026
Tranquility Partners, LLC History No change 28,717 1,572 0.57% 0.52% 759 0 0.0% Q4 2025 Feb 03, 2026
VCI Wealth Management LLC History Reduced 28,691 1,571 0.44% 0.99% 760 -32,147 -52.84% Q4 2025 Jan 27, 2026
APPLETON PARTNERS INC/MA History Added to 28,618 1,567 0.1% 0.1% 761 +1,335 4.89% Q4 2025 Jan 09, 2026
Legacy Private Trust Co. History Added to 28,596 1,566 0.09% 0.08% 762 +4,350 17.94% Q4 2025 Jan 08, 2026
MidWestOne Financial Group, Inc. History No change 28,588 1,565 0.17% 0.19% 763 0 0.0% Q4 2025 Feb 12, 2026
CANTOR FITZGERALD, L. P. History Added to 28,411 1,556 0.02% 0.01% 764 +13,931 96.21% Q4 2025 Feb 17, 2026
MMA ASSET MANAGEMENT LLC History Reduced 28,424 1,556 0.55% 0.51% 765 -84 -0.29% Q4 2025 Feb 03, 2026
Argent Trust Co History Reduced 28,364 1,553 0.05% 0.06% 766 -2,046 -6.73% Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History Added to 28,106 1,539 0.06% 0.04% 767 +11,850 72.9% Q4 2025 Feb 09, 2026
Rothschild Capital Partners, LLC History Added to 27,991 1,533 0.36% 0.26% 768 +7,671 37.75% Q4 2025 Feb 17, 2026
Roberts Wealth Advisors, LLC History Reduced 27,944 1,530 0.4% 0.44% 769 -2,448 -8.05% Q4 2025 Jan 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 27,766 1,520 0.02% 0.09% 770 -87,640 -75.94% Q4 2025 Feb 10, 2026
Smith Salley Wealth Management History No change 27,655 1,514 0.07% 0.08% 771 0 0.0% Q4 2025 Jan 27, 2026
SeaCrest Wealth Management, LLC History Added to 27,208 1,513 0.15% 0.14% 772 +1,993 7.9% Q4 2025 Jan 12, 2026
Tradition Wealth Management, LLC History Added to 27,485 1,505 0.11% 0.11% 773 +759 2.84% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Added to 27,355 1,498 0.0% 0.0% 774 +1,986 7.83% Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History Reduced 27,365 1,498 0.07% 0.08% 775 -1,106 -3.88% Q4 2025 Feb 11, 2026
Westbourne Investment Advisors, Inc. History Reduced 27,331 1,496 0.41% 0.44% 776 -1,785 -6.13% Q4 2025 Jan 23, 2026
City Center Advisors, LLC History Added to 27,263 1,493 1.37% 1.03% 777 +7,667 39.13% Q4 2025 Jan 05, 2026
Per Stirling Capital Management, LLC. History New 27,169 1,488 0.17% — 778 +27,169 New Q4 2025 Feb 17, 2026
CERTUITY, LLC History Reduced 27,152 1,487 0.09% 0.11% 779 -2,638 -8.86% Q4 2025 Jan 30, 2026
DecisionMap Wealth Management, LLC History Added to 27,112 1,484 0.91% 0.87% 780 +1,950 7.75% Q4 2025 Jan 07, 2026
HAMILTON CAPITAL PARTNERS, LLC History New 27,086 1,483 0.49% — 781 +27,086 New Q4 2025 Jan 27, 2026
Autumn Glory Partners, LLC History Added to 26,871 1,471 0.52% 0.47% 782 +5,491 25.68% Q4 2025 Jan 27, 2026
First Citizens Financial Corp History Added to 26,821 1,468 0.73% 0.62% 783 +3,620 15.6% Q4 2025 Jan 06, 2026
GWN SECURITIES INC. History Added to 26,741 1,464 0.3% 0.21% 784 +9,916 58.94% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Added to 26,576 1,455 0.11% 0.07% 785 +10,857 69.07% Q4 2025 Feb 13, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 26,566 1,455 0.49% 0.48% 786 -250 -0.93% Q4 2025 Jan 22, 2026
Valmark Advisers, Inc. History Reduced 26,470 1,449 0.02% 0.02% 787 -1,612 -5.74% Q4 2025 Jan 26, 2026
Xcel Wealth Management, LLC History No change 26,438 1,448 0.37% 0.37% 788 0 0.0% Q4 2025 Jan 26, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 26,249 1,437 0.05% 0.05% 789 -232 -0.88% Q4 2025 Jan 14, 2026
NBT BANK N A /NY History Added to 26,202 1,435 0.09% 0.09% 790 +154 0.59% Q4 2025 Jan 23, 2026
Certified Advisory Corp History Reduced 26,105 1,429 0.13% 0.14% 791 -982 -3.63% Q4 2025 Jan 12, 2026
MKT Advisors LLC History Reduced 25,446 1,428 0.49% 0.54% 792 -1,633 -6.03% Q4 2025 Jan 08, 2026
Beech Hill Advisors, Inc. History Added to 25,809 1,413 0.68% 0.57% 793 +3,125 13.78% Q4 2025 Jan 14, 2026
Capitol Family Office, Inc. History Added to 25,669 1,405 1.66% 1.56% 794 +1,766 7.39% Q4 2025 Jan 26, 2026
Boston Partners History No change 25,622 1,403 0.0% 0.0% 795 0 0.0% Q4 2025 Feb 13, 2026
Polaris Investment Advisors, LLC History New 25,592 1,401 1.01% — 796 +25,592 New Q4 2025 Jan 15, 2026
SP Asset Management LLC History Reduced 25,505 1,396 0.11% 0.11% 797 -1,032 -3.89% Q4 2025 Jan 28, 2026
MAIRS & POWER INC History New 25,310 1,386 0.01% — 798 +25,310 New Q4 2025 Feb 17, 2026
Cordoba Advisory Partners LLC History New 25,256 1,383 0.34% — 799 +25,256 New Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Added to 25,242 1,382 0.16% 0.16% 800 +2 0.01% Q4 2025 Feb 17, 2026