SELECT SECTOR SPDR TRUST - XLP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 23,426,906 1,819,802 0.13% 0.14% 1 -3,185,432 -11.97% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 22,728,786 1,765,572 0.78% 0.18% 2 +17,628,723 345.66% Q4 2025 Feb 13, 2026
Elliott Investment Management L.P. History Added to 20,000,000 1,553,600 6.88% 5.17% 3 +5,000,000 33.33% Q4 2025 Feb 18, 2026
GOLDMAN SACHS GROUP INC History Reduced 11,886,485 923,342 0.11% 0.12% 4 -1,075,039 -8.29% Q4 2025 Mar 25, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 10,089,007 794,741 0.36% 0.03% 5 +9,300,874 1180.11% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 10,042,618 780,110 0.19% 0.15% 6 +954,312 10.5% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 9,522,234 739,687 0.09% 0.15% 7 -6,884,319 -41.96% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 9,047,148 702,782 0.11% 0.09% 8 +1,100,757 13.85% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 8,771,613 681,379 0.04% 0.05% 9 -954,221 -9.81% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 8,453,265 656,649 0.04% 0.05% 10 -1,505,723 -15.12% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,417,279 420,814 0.12% 0.12% 11 +302,507 5.91% Q4 2025 Feb 10, 2026
UBS Group AG History Added to 5,387,508 418,501 0.07% 0.06% 12 +514,513 10.56% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 5,164,547 401,182 0.07% 0.07% 13 +503,063 10.79% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 4,995,000 388,011 0.65% 0.93% 14 -1,529,000 -23.44% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,994,420 387,966 0.12% 0.12% 15 +372,614 8.06% Q4 2025 Feb 18, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 4,129,047 320,744 1.51% 1.32% 16 +809,900 24.4% Q4 2025 Feb 12, 2026
LPL Financial LLC History Reduced 4,062,381 315,565 0.09% 0.09% 17 -12,738 -0.31% Q4 2025 Feb 11, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 3,553,440 276,031 0.47% 0.5% 18 +5,229 0.15% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 3,424,953 266,043 0.06% 0.06% 19 -14,460 -0.42% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 3,012,343 233,999 0.54% 0.53% 20 +157,499 5.52% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Added to 3,006,317 233,530 0.31% 0.3% 21 +152,358 5.34% Q4 2025 Feb 02, 2026
WestEnd Advisors, LLC History Added to 2,759,592 214,367 4.99% 4.76% 22 +162,347 6.25% Q4 2025 Jan 27, 2026
JANE STREET GROUP, LLC History Reduced 2,696,560 209,468 0.03% 0.04% 23 -880,703 -24.62% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 1,759,746 136,698 0.02% — 24 +1,759,746 New Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,622,732 126,053 0.02% 0.02% 25 +2,930 0.18% Q4 2025 Feb 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 1,579,530 122,697 0.64% 0.68% 26 0 0.0% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 1,269,668 98,627 0.03% 0.04% 27 -38,621 -2.95% Q4 2025 Feb 09, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 1,169,200 90,823 0.25% 0.12% 28 +562,600 92.75% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 1,113,799 86,537 0.13% 0.13% 29 -91,601 -7.6% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 1,112,318 86,404 0.0% 0.0% 30 +62,040 5.91% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 1,084,701 84,259 0.09% 0.12% 31 -386,287 -26.26% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 1,064,031 82,653 0.13% 0.15% 32 +12,226 1.16% Q4 2025 Feb 10, 2026
NATIXIS History Reduced 1,037,995 80,631 0.29% 0.38% 33 -18,117 -1.72% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 967,316 75,141 0.04% 0.04% 34 +69,476 7.74% Q4 2025 Feb 13, 2026
Saudi Central Bank History No change 963,581 74,850 2.8% 2.87% 35 0 0.0% Q4 2025 Feb 12, 2026
PGIM Custom Harvest LLC History Reduced 945,480 73,444 1.08% 1.37% 36 -215,392 -18.55% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History Added to 853,974 66,336 0.29% 0.23% 37 +175,270 25.82% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 776,616 60,327 0.0% 0.0% 38 +390,101 100.93% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 726,739 56,453 0.06% 0.07% 39 -47,002 -6.07% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 707,727 54,976 0.05% 0.04% 40 +102,333 16.9% Q4 2025 Feb 13, 2026
Richard Bernstein Advisors LLC History Reduced 704,141 54,699 1.61% 1.6% 41 -20,034 -2.77% Q4 2025 Feb 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 698,650 54,271 0.07% 0.08% 42 -104,850 -13.05% Q4 2025 Feb 12, 2026
ALPS ADVISORS INC History Added to 671,324 52,148 0.3% 0.26% 43 +73,574 12.31% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 648,000 50,336 0.05% 0.04% 44 +148,630 29.76% Q4 2025 Feb 13, 2026
Conservest Capital Advisors, Inc. History Reduced 627,263 48,725 4.39% 4.64% 45 -12,304 -1.92% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 625,980 48,626 0.06% 0.13% 46 -695,589 -52.63% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 593,677 46,116 0.04% 0.02% 47 +308,806 108.4% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 44,899 44,899 0.03% — 48 +44,899 New Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 543,800 42,242 0.05% 0.05% 49 +196,900 56.76% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 519,568 40,360 0.06% 0.73% 50 -5,727,704 -91.68% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 511,697 39,748 0.21% — 51 +511,697 New Q4 2025 Feb 18, 2026
Phoenix Financial Ltd. History Reduced 495,987 38,528 0.42% 1.41% 52 -980,035 -66.4% Q4 2025 Feb 05, 2026
Cullen Capital Management, LLC History Added to 461,242 35,829 0.39% 0.01% 53 +453,701 6016.46% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 453,787 35,250 0.07% 0.07% 54 +28,394 6.67% Q4 2025 Jan 23, 2026
GREENWOOD GEARHART INC History Added to 453,742 35,246 1.94% 1.97% 55 +17,863 4.1% Q4 2025 Feb 04, 2026
Rokos Capital Management LLP History New 436,328 33,900 0.13% — 56 +436,328 New Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 421,276 32,724 0.47% 0.46% 57 +33,367 8.6% Q4 2025 Feb 09, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 409,784 31,832 1.02% 1.04% 58 -772 -0.19% Q4 2025 Feb 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 404,052 31,386 1.1% 1.0% 59 +30,905 8.28% Q4 2025 Feb 13, 2026
Trust Asset Management LLC History Reduced 391,482 30,410 2.07% 2.18% 60 -14,037 -3.46% Q4 2025 Jan 13, 2026
HighTower Advisors, LLC History Reduced 387,689 30,115 0.03% 0.04% 61 -12,282 -3.07% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 381,687 29,649 0.07% 0.08% 62 +19,497 5.38% Q4 2025 Feb 13, 2026
MIRAE ASSET SECURITIES (USA) INC. History No change 350,000 27,188 0.75% 0.84% 63 0 0.0% Q4 2025 Feb 11, 2026
Advisory Alpha, LLC History Reduced 341,500 26,528 0.72% 0.99% 64 -113,343 -24.92% Q4 2025 Feb 06, 2026
FACTORY MUTUAL INSURANCE CO History No change 336,700 26,154 0.27% 0.26% 65 0 0.0% Q4 2025 Jan 23, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History New 316,000 24,546 0.13% — 66 +316,000 New Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 300,000 23,304 0.04% 37.81% 67 +196,084 188.69% Q4 2025 Feb 17, 2026
Quantitative Investment Management, LLC History New 293,632 22,809 2.22% — 68 +293,632 New Q4 2025 Feb 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 279,265 21,693 0.52% 0.72% 69 -93,789 -25.14% Q4 2025 Feb 03, 2026
GTS SECURITIES LLC History Added to 276,215 21,456 0.73% 0.22% 70 +203,026 277.4% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History New 271,052 21,055 0.08% — 71 +271,052 New Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 260,643 20,246 0.01% 0.08% 72 -2,062,909 -88.78% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 259,123 20,128 0.04% 0.04% 73 +27,663 11.95% Q4 2025 Mar 16, 2026
Passaic Partners LLC History Added to 256,643 19,936 2.06% 2.21% 74 +22,159 9.45% Q4 2025 Feb 11, 2026
Krilogy Financial LLC History Added to 240,737 19,928 0.68% 0.63% 75 +21,154 9.63% Q4 2025 Jan 27, 2026
1832 Asset Management L.P. History Reduced 256,262 19,906 0.02% 0.02% 76 -5,738 -2.19% Q4 2025 Feb 13, 2026
Holocene Advisors, LP History Added to 256,240 19,904 0.04% 0.01% 77 +206,240 412.48% Q4 2025 Feb 17, 2026
J. Goldman & Co LP History Added to 255,669 19,860 0.52% 0.39% 78 +58,201 29.47% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 235,021 18,256 0.03% 0.04% 79 -60,391 -20.44% Q4 2025 Feb 18, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 233,127 18,109 0.05% 0.05% 80 -197 -0.08% Q4 2025 Feb 05, 2026
US BANCORP \DE\ History Reduced 232,219 18,038 0.02% 0.02% 81 -9,103 -3.77% Q4 2025 Jan 30, 2026
Trek Financial, LLC History Reduced 228,583 17,756 1.03% 1.14% 82 -15,314 -6.28% Q4 2025 Feb 04, 2026
Jefferies Financial Group Inc. History Added to 226,476 17,592 0.09% 0.0% 83 +220,470 3670.83% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 224,382 17,429 0.06% 0.08% 84 +12,064 5.68% Q4 2025 Feb 18, 2026
RiverFront Investment Group, LLC History Reduced 220,801 17,151 0.28% 0.3% 85 -206 -0.09% Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 214,953 16,697 1.13% 1.18% 86 +631 0.29% Q4 2025 Jan 08, 2026
Private Advisor Group, LLC History Added to 212,332 16,493 0.08% 0.08% 87 +11,992 5.99% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 209,936 16,307 0.19% 0.19% 88 +72,012 52.21% Q4 2025 Jan 29, 2026
Perbak Capital Partners LLP History Reduced 207,626 16,128 4.92% 7.47% 89 -333,902 -61.66% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 204,985 15,923 0.09% 0.09% 90 +15,081 7.94% Q4 2025 Jan 29, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 201,656 15,664 0.0% 0.01% 91 -77,756 -27.83% Q4 2025 Feb 17, 2026
Estate Counselors, LLC History Reduced 201,067 15,618 1.31% 1.69% 92 -49,871 -19.87% Q4 2025 Feb 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 198,293 15,495 0.03% 0.03% 93 +15,161 8.28% Q4 2025 Feb 05, 2026
Clarity Financial LLC History Reduced 197,530 15,344 1.42% 1.58% 94 -5,168 -2.55% Q4 2025 Jan 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 194,854 15,136 0.12% 0.31% 95 -267,168 -57.83% Q4 2025 Jan 14, 2026
Rothschild Capital Partners, LLC History Reduced 193,104 15,000 3.53% 3.84% 96 -14,360 -6.92% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 192,516 14,954 0.0% 0.0% 97 +3,646 1.93% Q4 2025 Feb 17, 2026
Biltmore Wealth Management, LLC History Added to 190,974 14,834 5.6% 5.54% 98 +5,720 3.09% Q4 2025 Jan 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 190,353 14,787 0.19% 0.2% 99 -877 -0.46% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 188,063 14,608 0.02% 0.02% 100 +7,738 4.29% Q4 2025 Feb 13, 2026
Swan Global Investments, LLC History Reduced 186,366 14,476 0.43% 0.52% 101 -50,425 -21.3% Q4 2025 Feb 11, 2026
Hudson Bay Capital Management LP History New 185,000 14,370 0.05% — 102 +185,000 New Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 182,598 14,184 0.02% 0.01% 103 +140,408 332.8% Q4 2025 Feb 11, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 177,626 13,797 0.22% 0.09% 104 +108,039 155.26% Q4 2025 Jan 13, 2026
Twin Tree Management, LP History Reduced 175,446 13,628 0.12% 0.14% 105 -264,254 -60.1% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 174,727 13,572 0.01% 0.01% 106 +1,702 0.98% Q4 2025 Feb 06, 2026
Janney Capital Management LLC History Reduced 167,352 13,000 0.82% 0.84% 107 -5,520 -3.19% Q4 2025 Feb 11, 2026
Prestige Wealth Management Group LLC History Added to 166,517 12,935 2.47% 2.44% 108 +4,993 3.09% Q4 2025 Feb 11, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 166,412 12,926 0.75% 0.78% 109 +990 0.6% Q4 2025 Jan 22, 2026
MAI Capital Management History Added to 164,883 12,808 0.07% 0.08% 110 +1,159 0.71% Q4 2025 Feb 13, 2026
Trilogy Capital Inc. History Added to 163,654 12,712 0.57% 0.46% 111 +36,013 28.21% Q4 2025 Jan 22, 2026
Kestra Advisory Services, LLC History Reduced 163,287 12,684 0.05% 0.06% 112 -6,295 -3.71% Q4 2025 Feb 13, 2026
Creative Planning History Reduced 161,758 12,565 0.01% 0.01% 113 -12,602 -7.23% Q4 2025 Feb 17, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 159,022 12,352 0.18% 0.14% 114 +27,748 21.14% Q4 2025 Feb 17, 2026
MAKENA CAPITAL MANAGEMENT LLC History Reduced 151,503 11,768 1.41% 1.28% 115 -6,140 -3.89% Q4 2025 Feb 03, 2026
Private Wealth Advisors, LLC History Added to 150,542 11,694 3.74% 3.25% 116 +27,173 22.03% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Added to 148,336 11,522 0.06% 0.06% 117 +14,858 11.13% Q4 2025 Jan 12, 2026
MATAURO, LLC History Reduced 145,309 11,287 1.7% 1.86% 118 -4,390 -2.93% Q4 2025 Jan 16, 2026
Atom Investors LP History Added to 143,951 11,182 0.89% 0.34% 119 +87,206 153.68% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Reduced 140,250 10,894 0.13% 0.24% 120 -114,679 -44.98% Q4 2025 Feb 17, 2026
Arta Finance Wealth Management LLC History New 139,831 10,862 5.54% — 121 +139,831 New Q4 2025 Jan 20, 2026
PARK AVENUE SECURITIES LLC History Reduced 137,771 10,702 0.09% 0.09% 122 -9,756 -6.61% Q4 2025 Jan 05, 2026
Equitable Holdings, Inc. History Reduced 137,744 10,699 0.07% 0.1% 123 -44,019 -24.22% Q4 2025 Feb 17, 2026
Maven Securities LTD History Added to 137,222 10,662 0.24% 0.15% 124 +60,441 78.72% Q4 2025 Feb 13, 2026
Evolution Wealth Advisors, LLC History Added to 135,854 10,553 1.06% 1.41% 125 +1,674 1.25% Q4 2025 Jan 12, 2026
Annex Advisory Services, LLC History New 135,518 10,527 0.2% — 126 +135,518 New Q4 2025 Jan 26, 2026
BANK OF MONTREAL /CAN/ History Added to 134,586 10,454 0.0% 0.0% 127 +4,066 3.12% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History New 133,575 10,376 0.01% — 128 +133,575 New Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 132,810 10,316 0.01% 0.01% 129 +8,408 6.76% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 169,180 10,076 0.24% 0.24% 130 +9,351 5.85% Q4 2025 Feb 11, 2026
Peak Retirement Planning, Inc. History Added to 127,370 9,894 2.32% 0.06% 131 +124,647 4577.56% Q4 2025 Feb 10, 2026
United Asset Strategies, Inc. History Added to 125,358 9,737 0.75% 0.62% 132 +27,215 27.73% Q4 2025 Jan 28, 2026
IMZ Advisory Inc History Reduced 124,371 9,661 3.54% 3.75% 133 -4,318 -3.36% Q4 2025 Jan 21, 2026
SIH Partners, LLLP History Reduced 123,341 9,581 0.18% 0.32% 134 -20,141 -14.04% Q4 2025 Feb 17, 2026
Retirement Planning Group, LLC History Added to 123,182 9,568 0.31% 0.32% 135 +3,871 3.24% Q4 2025 Feb 03, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 122,859 9,543 0.17% 0.17% 136 -2,392 -1.91% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Added to 122,677 9,529 0.42% 0.34% 137 +26,784 27.93% Q4 2025 Feb 10, 2026
PRUDENT INVESTORS NETWORK, INC. History Added to 122,448 9,511 2.18% 2.29% 138 +3,203 2.69% Q4 2025 Feb 05, 2026
Walleye Trading LLC History Reduced 121,600 9,445 0.01% 0.02% 139 -6,827 -5.32% Q4 2025 Feb 13, 2026
SageGuard Financial Group, LLC History New 120,993 9,398 1.5% — 140 +120,993 New Q4 2025 Jan 27, 2026
FRANKLIN RESOURCES INC History Added to 117,883 9,157 0.0% 0.0% 141 +50,955 76.13% Q4 2025 Feb 11, 2026
Valence8 US LP History Added to 117,274 9,109 2.7% 3.13% 142 +666 0.57% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 116,573 9,055 0.11% 0.12% 143 -1,698 -1.44% Q4 2025 Jan 21, 2026
Salomon & Ludwin, LLC History Reduced 114,930 8,885 0.79% 0.81% 144 -1,148 -0.99% Q4 2025 Jan 28, 2026
PEAK6 LLC History Reduced 112,194 8,715 0.02% 0.02% 145 -75,341 -40.17% Q4 2025 Mar 12, 2026
KWMG, LLC History Added to 111,240 8,641 0.74% 0.73% 146 +5,247 4.95% Q4 2025 Jan 16, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 111,200 8,638 0.01% 0.04% 147 -230,400 -67.45% Q4 2025 Feb 12, 2026
Sharper & Granite LLC History Reduced 108,706 8,444 2.97% 3.16% 148 -3,865 -3.43% Q4 2025 Jan 27, 2026
Walleye Capital LLC History Reduced 108,191 8,404 0.03% 0.03% 149 -304 -0.28% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 106,552 8,278 0.01% 0.01% 150 +26,006 32.29% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 105,123 8,169 0.01% 0.01% 151 +7,676 7.88% Q4 2025 Mar 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 103,589 8,025 0.01% 0.01% 152 +21,495 26.18% Q4 2025 Jan 08, 2026
LifePlan Financial, LLC History Added to 103,151 8,012 6.14% 6.17% 153 +3,812 3.84% Q4 2025 Jan 20, 2026
Steward Partners Investment Advisory, LLC History Added to 103,054 8,005 0.04% 0.04% 154 +25,042 32.1% Q4 2025 Feb 12, 2026
Valmark Advisers, Inc. History Added to 102,003 7,923 0.1% 0.01% 155 +95,070 1371.27% Q4 2025 Jan 26, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 101,235 7,863 6.52% — 156 +101,235 New Q4 2025 Mar 03, 2026
Stillwater Capital Advisors, LLC History Reduced 100,828 7,832 0.84% 0.9% 157 -742 -0.73% Q4 2025 Jan 14, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 100,119 7,777 0.58% 0.59% 158 +1,557 1.58% Q4 2025 Feb 05, 2026
111 Capital History Added to 99,723 7,746 1.69% 0.32% 159 +78,145 362.15% Q4 2025 Feb 11, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 97,939 7,607 0.5% 0.53% 160 -251 -0.26% Q4 2025 Jan 23, 2026
HRT FINANCIAL LP History Added to 97,364 7,563 0.02% 0.02% 161 +19,571 25.16% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 95,164 7,392 0.01% 0.01% 162 +13,444 16.45% Q4 2025 Feb 17, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 94,671 7,354 0.41% 0.42% 163 +7,571 8.69% Q4 2025 Feb 04, 2026
ALTFEST L J & CO INC History New 93,899 7,294 0.8% — 164 +93,899 New Q4 2025 Jan 23, 2026
TLS Advisors LLC History Added to 135,800 7,279 19.09% 0.62% 165 +133,068 4870.72% Q4 2025 Feb 04, 2026
SPINNAKER TRUST History Reduced 93,393 7,254 0.39% 0.41% 166 -321 -0.34% Q4 2025 Feb 10, 2026
One Wealth Map LLC History Added to 84,179 7,113 3.62% 3.12% 167 +7,246 9.42% Q4 2025 Feb 04, 2026
CWM, LLC History Added to 90,017 6,993 0.02% 0.01% 168 +29,594 48.98% Q4 2025 Jan 26, 2026
DRW Securities, LLC History Added to 89,394 6,944 0.18% 0.04% 169 +63,040 239.2% Q4 2025 Feb 12, 2026
Fluent Financial, LLC History Added to 89,347 6,940 2.64% 0.91% 170 +59,757 201.95% Q4 2025 Jan 14, 2026
IHT Wealth Management, LLC History Reduced 88,886 6,938 0.17% 0.35% 171 -85,758 -49.1% Q4 2025 Feb 17, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 88,515 6,875 1.45% 1.38% 172 -18,005 -16.9% Q4 2025 Feb 17, 2026
Circle Wealth Management, LLC History Added to 87,366 6,786 0.1% 0.13% 173 +194 0.22% Q4 2025 Feb 13, 2026
Welch Group, LLC History New 86,675 6,732 0.26% — 174 +86,675 New Q4 2025 Jan 26, 2026
FIRST INTERSTATE BANK History Reduced 86,174 6,693 0.36% 0.38% 175 -849 -0.98% Q4 2025 Jan 29, 2026
Atria Investments, Inc History Added to 85,778 6,663 0.08% 0.08% 176 +699 0.82% Q4 2025 Feb 05, 2026
WT Wealth Management History Reduced 84,137 6,535 1.88% 1.91% 177 -433 -0.51% Q4 2025 Feb 02, 2026
THOR TRADING ADVISORS, LLC History Added to 83,572 6,531 2.71% 2.09% 178 +31,069 59.18% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Reduced 83,973 6,523 0.01% 0.03% 179 -43,458 -34.1% Q4 2025 Jan 09, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 81,290 6,314 0.17% 0.07% 180 +43,120 112.97% Q4 2025 Jan 28, 2026
Waverly Advisors, LLC History Added to 81,121 6,301 0.05% 0.06% 181 +8,548 11.78% Q4 2025 Feb 17, 2026
Banco Santander, S.A. History New 81,032 6,294 0.05% — 182 +81,032 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 81,013 6,293 0.09% 0.09% 183 +1,361 1.71% Q4 2025 Feb 17, 2026
FIRST MERCHANTS CORP History Reduced 80,195 6,229 0.23% 0.24% 184 -184 -0.23% Q4 2025 Jan 12, 2026
Baird Financial Group, Inc. History Added to 80,000 6,214 0.01% 0.01% 185 +11,456 16.71% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Reduced 78,007 6,059 0.09% 0.11% 186 -4,493 -5.45% Q4 2025 Jan 13, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 77,748 6,039 0.81% — 187 +77,748 New Q4 2025 Feb 12, 2026
UNIVEST FINANCIAL Corp History Added to 76,864 5,970 0.32% 0.07% 188 +61,468 399.25% Q4 2025 Feb 04, 2026
Spire Wealth Management History Reduced 76,660 5,954 0.2% 0.24% 189 -13,083 -14.58% Q4 2025 Jan 14, 2026
Long Run Wealth Advisors, LLC History Added to 76,017 5,905 1.11% 1.11% 190 +4,078 5.67% Q4 2025 Feb 02, 2026
BRAVE ASSET MANAGEMENT INC History Added to 75,596 5,872 1.38% 1.4% 191 +1,930 2.62% Q4 2025 Jan 08, 2026
COMERICA BANK History Added to 74,843 5,813 0.02% 0.02% 192 +2,021 2.78% Q4 2025 Jan 29, 2026
Ashton Thomas Private Wealth, LLC History Reduced 74,483 5,785 0.14% 0.26% 193 -54,942 -42.45% Q4 2025 Jan 29, 2026
Vickerman Investment Advisors, Inc. History Added to 72,854 5,659 1.13% 1.06% 194 +5,993 8.96% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Added to 72,747 5,652 0.02% 0.0% 195 +56,615 350.95% Q4 2025 Feb 12, 2026
Howard Capital Management Group, LLC History Reduced 71,431 5,548 0.35% 0.35% 196 -12 -0.02% Q4 2025 Jan 16, 2026
OLD NATIONAL BANCORP /IN/ History Added to 71,392 5,545 0.09% 0.09% 197 +3,293 4.84% Q4 2025 Jan 28, 2026
Sound View Wealth Advisors Group, LLC History Added to 71,053 5,519 0.37% 0.37% 198 +3,018 4.44% Q4 2025 Jan 08, 2026
Capital Investment Advisory Services, LLC History Added to 70,806 5,500 0.39% 0.41% 199 +4,158 6.24% Q4 2025 Jan 21, 2026
Measured Wealth Private Client Group, LLC History Reduced 68,963 5,357 1.42% 2.61% 200 -54,508 -44.15% Q4 2025 Feb 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 68,418 5,314 0.31% 0.24% 201 +22,865 50.19% Q4 2025 Feb 10, 2026
FMR LLC History Added to 68,407 5,313 0.0% 0.0% 202 +1,738 2.61% Q4 2025 Feb 17, 2026
INNEALTA CAPITAL, LLC History Added to 68,261 5,302 2.87% 2.67% 203 +1 0.0% Q4 2025 Jan 30, 2026
ST GERMAIN D J CO INC History Added to 67,385 5,234 0.2% 0.0% 204 +67,210 38405.71% Q4 2025 Jan 29, 2026
Parallax Volatility Advisers, L.P. History Reduced 66,965 5,201 0.01% 0.04% 205 -310,236 -82.25% Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History Reduced 66,476 5,163 0.57% 0.58% 206 -1,154 -1.71% Q4 2025 Mar 03, 2026
Compass Wealth Management, LLC/GA History Added to 66,099 5,134 2.11% 2.02% 207 +7,812 13.4% Q4 2025 Feb 17, 2026
Rooted Wealth Advisors, Inc. History Reduced 58,688 5,105 1.44% 2.4% 208 -42,272 -41.87% Q4 2025 Feb 09, 2026
CHEMUNG CANAL TRUST CO History Added to 64,835 5,036 1.0% 0.93% 209 +5,165 8.66% Q4 2025 Jan 14, 2026
Destination Wealth Management History Added to 67,396 5,015 0.13% 0.13% 210 +3,244 5.06% Q4 2025 Feb 13, 2026
Independence Wealth Advisors, LLC History New 64,017 4,972 2.8% — 211 +64,017 New Q4 2025 Jan 09, 2026
Capital Advisors Wealth Management, LLC History Reduced 63,872 4,961 0.68% 0.72% 212 -872 -1.35% Q4 2025 Jan 21, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 63,782 4,954 0.26% — 213 +63,782 New Q4 2025 Feb 09, 2026
Sage Capital Management, LLC History Added to 63,209 4,911 2.27% 2.23% 214 +44 0.07% Q4 2025 Jan 15, 2026
American National Bank of Texas History Added to 62,933 4,888 4.69% 4.19% 215 +6,110 10.75% Q4 2025 Jan 08, 2026
AlphaQuest LLC History Added to 62,711 4,871 0.27% 0.17% 216 +29,351 87.98% Q4 2025 Feb 09, 2026
Coastal Bridge Advisors, LLC History Added to 62,300 4,839 0.36% 0.35% 217 +4,064 6.98% Q4 2025 Feb 18, 2026
Triumph Capital Management History Reduced 62,007 4,816 1.04% 1.32% 218 -750 -1.2% Q4 2025 Feb 12, 2026
Premier Path Wealth Partners, LLC History Reduced 61,932 4,810 0.62% 0.67% 219 -4,340 -6.55% Q4 2025 Jan 22, 2026
Split Rock Private Trading & Wealth Management, LLC History New 60,547 4,703 3.77% — 220 +60,547 New Q4 2025 Jan 23, 2026
FCA CORP /TX History Reduced 59,920 4,654 1.31% 1.37% 221 -2,835 -4.52% Q4 2025 Feb 11, 2026
SRB CORP History No change 59,584 4,628 0.25% 0.27% 222 0 0.0% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 59,427 4,616 0.05% 0.02% 223 +34,708 140.41% Q4 2025 Jan 15, 2026
Allspring Global Investments Holdings, LLC History Reduced 57,681 4,481 0.01% 0.01% 224 -1,320 -2.24% Q4 2025 Jan 15, 2026
Main Street Financial Solutions, LLC History Added to 57,309 4,451 0.33% 0.24% 225 +8,723 17.95% Q4 2025 Feb 17, 2026
Stockman Wealth Management, Inc. History Added to 57,116 4,436 0.52% 0.45% 226 +11,340 24.77% Q4 2025 Jan 29, 2026
Horizon Investments, LLC History Added to 56,766 4,409 0.06% 0.04% 227 +18,658 48.96% Q4 2025 Feb 02, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 56,547 4,393 1.23% 1.25% 228 -23 -0.04% Q4 2025 Feb 02, 2026
Winthrop Capital Management, LLC History Reduced 55,983 4,349 1.01% 1.06% 229 -149 -0.27% Q4 2025 Feb 10, 2026
MARTIN & CO INC /TN/ History Added to 55,100 4,280 0.73% 0.74% 230 +1,771 3.32% Q4 2025 Feb 13, 2026
CX Institutional History Added to 54,789 4,256 0.13% 0.12% 231 +2,570 4.92% Q4 2025 Feb 02, 2026
Concord Investment Counsel Inc. History Reduced 54,547 4,237 1.38% 1.4% 232 -1,629 -2.9% Q4 2025 Feb 10, 2026
SkyView Investment Advisors, LLC History Added to 52,454 4,075 0.51% 0.5% 233 +2,344 4.68% Q4 2025 Feb 18, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 52,224 4,056 0.44% 0.43% 234 +1,819 3.61% Q4 2025 Jan 20, 2026
Orange Investment Advisors, Inc. History Reduced 51,862 4,028 0.45% 0.43% 235 -879 -1.67% Q4 2025 Feb 06, 2026
Signal Advisors Wealth, LLC History Added to 51,844 4,027 0.32% 0.31% 236 +7,624 17.24% Q4 2025 Jan 13, 2026
HANCOCK WHITNEY CORP History Reduced 50,726 3,940 0.07% 0.07% 237 -334 -0.65% Q4 2025 Feb 17, 2026
MMBG INVESTMENT ADVISORS CO. History No change 50,602 3,930 0.33% 0.35% 238 0 0.0% Q4 2025 Feb 09, 2026
AlphaCore Capital LLC History Reduced 50,042 3,887 0.09% 0.14% 239 -1,940 -3.73% Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History Reduced 50,003 3,884 0.1% 0.11% 240 -1,020 -2.0% Q4 2025 Feb 06, 2026
Wealthcare Advisory Partners LLC History Reduced 49,868 3,873 0.08% 0.09% 241 -5,370 -9.72% Q4 2025 Jan 14, 2026
Mission Hills Financial Advisory, LLC History Added to 49,419 3,838 2.03% 1.98% 242 +1,901 4.0% Q4 2025 Feb 02, 2026
Pinnacle Financial Partners, Inc. History New 49,316 3,831 0.03% — 244 +49,316 New Q4 2025 Feb 18, 2026
Sigma Planning Corp History Reduced 49,318 3,831 0.11% 0.11% 243 -283 -0.57% Q4 2025 Jan 30, 2026
Dakota Wealth Management History Reduced 49,178 3,820 0.07% 0.08% 245 -432 -0.87% Q4 2025 Jan 13, 2026
Capstone Capital Management Ltd History New 49,100 3,814 3.66% — 246 +49,100 New Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 48,930 3,800 0.01% 0.01% 247 +2,067 4.41% Q4 2025 Feb 17, 2026
Simmons Bank History Reduced 48,824 3,792 0.25% 0.26% 248 -256 -0.52% Q4 2025 Feb 05, 2026
FLOW TRADERS U.S. LLC History Added to 48,166 3,742 0.12% 0.1% 249 +15,474 47.33% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 47,270 3,671 0.04% 0.11% 250 -109,834 -69.91% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 47,250 3,670 0.02% — 251 +47,250 New Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 46,616 3,621 0.02% 0.02% 252 +2,291 5.17% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 46,524 3,614 0.0% 0.0% 253 +12,436 36.48% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 45,927 3,587 0.01% 0.01% 254 +2,066 4.71% Q4 2025 Feb 10, 2026
Ellis Investment Partners, LLC History Reduced 46,076 3,579 0.62% 0.7% 255 -3,065 -6.24% Q4 2025 Feb 02, 2026
Foguth Wealth Management, LLC. History New 45,797 3,557 0.55% — 256 +45,797 New Q4 2025 Jan 05, 2026
Apollon Financial, LLC History Added to 45,685 3,548 0.52% 0.44% 257 +11,963 35.48% Q4 2025 Jan 22, 2026
WBH ADVISORY INC History Reduced 45,314 3,519 0.26% 0.27% 258 -173 -0.38% Q4 2025 Jan 26, 2026
First International Bank of Israel Ltd. History No change 45,300 3,518 1.68% 2.01% 259 0 0.0% Q4 2025 Feb 12, 2026
Capital Advantage, Inc. History Added to 45,117 3,504 0.47% 0.53% 260 +26 0.06% Q4 2025 Jan 07, 2026
CreativeOne Wealth, LLC History Added to 45,047 3,499 0.08% 0.08% 261 +3,059 7.29% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 43,549 3,382 0.01% — 262 +43,549 New Q4 2025 Feb 13, 2026
ALERUS FINANCIAL NA History Added to 43,340 3,366 0.16% 0.0% 263 +43,236 41573.08% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Reduced 42,635 3,311 0.12% 0.14% 264 -6,527 -13.28% Q4 2025 Jan 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 42,561 3,306 0.0% — 265 +42,561 New Q4 2025 Feb 13, 2026
FORONJY FINANCIAL LLC History Added to 42,320 3,287 1.37% 0.97% 266 +14,133 50.14% Q4 2025 Feb 03, 2026
Advocate Investing Services LLC History New 42,240 3,281 2.94% — 267 +42,240 New Q4 2025 Feb 12, 2026
Savvy Advisors, Inc. History New 42,175 3,276 0.11% — 268 +42,175 New Q4 2025 Jan 20, 2026
Delos Wealth Advisors, LLC History Added to 42,047 3,266 2.15% 2.15% 269 +1,361 3.35% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 40,839 3,172 0.01% 0.01% 270 -1,810 -4.24% Q4 2025 Feb 02, 2026
Quantbot Technologies LP History Added to 40,630 3,156 0.1% 0.03% 271 +27,316 205.17% Q4 2025 Feb 10, 2026
Greenland Capital Management LP History Reduced 40,453 3,142 0.33% 0.42% 272 -13,517 -25.05% Q4 2025 Feb 17, 2026
Allred Capital Management, LLC History Added to 40,263 3,127 1.13% 1.03% 273 +2,442 6.46% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 40,221 3,124 0.01% 0.01% 274 +9,678 31.69% Q4 2025 Jan 30, 2026
Granite Harbor Advisors, Inc. History Added to 40,212 3,123 1.32% 1.26% 275 +1,993 5.21% Q4 2025 Jan 22, 2026
Arkadios Wealth Advisors History Added to 39,035 3,032 0.06% 0.07% 276 +289 0.75% Q4 2025 Feb 13, 2026
WEXFORD CAPITAL LP History New 38,870 3,019 0.58% — 277 +38,870 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 38,869 3,019 0.0% 0.0% 278 +6,941 21.74% Q4 2025 Feb 17, 2026
PCG Wealth Advisors, LLC History Reduced 38,870 3,019 0.85% 0.9% 279 -366 -0.93% Q4 2025 Feb 05, 2026
Prosperity Consulting Group, LLC History Added to 38,680 3,004 0.14% 0.14% 280 +1,455 3.91% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 37,775 2,934 0.04% 0.03% 281 +12,163 47.49% Q4 2025 Jan 29, 2026
Merit Financial Group, LLC History Reduced 37,597 2,920 0.02% 0.03% 282 -1,934 -4.89% Q4 2025 Jan 26, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 37,515 2,914 0.49% 0.14% 283 +26,831 251.13% Q4 2025 Feb 17, 2026
Polymer Capital Management (HK) LTD History No change 37,500 2,913 0.41% 0.41% 284 0 0.0% Q4 2025 Feb 13, 2026
First Financial Bank - Trust Division History Reduced 37,233 2,892 0.24% 0.27% 285 -3,000 -7.46% Q4 2025 Jan 02, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 37,061 2,878 0.78% 0.77% 286 +1,843 5.23% Q4 2025 Jan 13, 2026
CREDIT AGRICOLE S A History Added to 36,909 2,867 0.01% 0.01% 287 +10,318 38.8% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 36,028 2,798 0.01% 0.03% 288 -146,009 -80.21% Q4 2025 Feb 17, 2026
Cedar Mountain Advisors, LLC History Added to 35,694 2,772 0.53% 0.54% 289 +320 0.9% Q4 2025 Feb 11, 2026
PeakShares LLC History New 35,232 2,736 2.67% — 290 +35,232 New Q4 2025 Mar 10, 2026
Addison Advisors LLC History Added to 35,158 2,731 0.61% 0.48% 291 +8,695 32.86% Q4 2025 Feb 06, 2026
Regal Investment Advisors LLC History Added to 35,100 2,726 0.16% 0.16% 292 +3,392 10.7% Q4 2025 Feb 17, 2026
CMG Global Holdings, LLC History Added to 31,163 2,710 1.2% 1.17% 293 +1,029 3.41% Q4 2025 Feb 05, 2026
BBR PARTNERS, LLC History Reduced 34,780 2,701 0.14% 0.18% 294 -4,529 -11.52% Q4 2025 Feb 11, 2026
Sequoia Financial Advisors, LLC History Reduced 34,589 2,686 0.01% 0.02% 295 -23 -0.07% Q4 2025 Feb 03, 2026
Everstar Asset Management, LLC History Added to 34,518 2,681 1.44% 1.32% 296 +4,757 15.98% Q4 2025 Feb 05, 2026
Hansen & Associates Financial Group, Inc. History Added to 30,500 2,658 1.45% 0.96% 297 +827 2.79% Q4 2025 Feb 17, 2026
NORTHLAND SECURITIES, INC. History New 34,177 2,654 2.54% — 298 +34,177 New Q4 2025 Jan 23, 2026
Advisor Resource Council History New 31,305 2,645 0.94% — 299 +31,305 New Q4 2025 Feb 10, 2026
Lodge Hill Capital, LLC History Reduced 33,910 2,634 0.5% 1.52% 300 -74,700 -68.78% Q4 2025 Feb 17, 2026
Berger Financial Group, Inc History Reduced 33,733 2,620 0.15% 0.16% 301 -297 -0.87% Q4 2025 Jan 27, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 33,571 2,607 0.11% 0.02% 302 +28,641 580.95% Q4 2025 Feb 17, 2026
TCV Trust & Wealth Management, Inc. History Added to 33,565 2,607 0.21% 0.21% 303 +896 2.74% Q4 2025 Jan 23, 2026
Carolina Wealth Advisors, LLC History Added to 33,526 2,604 1.16% 1.09% 304 +1,287 3.99% Q4 2025 Jan 21, 2026
AE Wealth Management LLC History Reduced 33,418 2,595 0.01% 0.02% 305 -1,568 -4.48% Q4 2025 Jan 26, 2026
FSC Wealth Advisors, LLC History No change 32,929 2,557 4.15% 1.49% 306 0 0.0% Q4 2025 Jan 22, 2026
Ethos Financial Group, LLC History Reduced 32,847 2,551 0.19% 0.2% 307 -7 -0.02% Q4 2025 Jan 20, 2026
Venturi Wealth Management, LLC History Added to 32,715 2,541 0.11% 0.11% 308 +3,276 11.13% Q4 2025 Jan 22, 2026
Midwest Trust Co History Added to 32,716 2,541 0.03% 0.03% 309 +422 1.31% Q4 2025 Feb 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 32,366 2,514 0.01% 0.01% 310 -4,675 -12.62% Q4 2025 Feb 11, 2026
WP Advisors, LLC History Added to 32,305 2,509 0.62% 0.64% 311 +177 0.55% Q4 2025 Jan 28, 2026
Robertson Stephens Wealth Management, LLC History Added to 32,131 2,495 0.07% 0.06% 312 +7,386 29.85% Q4 2025 Feb 02, 2026
AMG National Trust Bank History Reduced 32,071 2,491 0.06% 0.06% 313 -1,010 -3.05% Q4 2025 Jan 30, 2026
Edgestream Partners, L.P. History New 31,913 2,479 0.07% — 314 +31,913 New Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 31,775 2,468 0.11% 0.11% 315 +5,381 20.39% Q4 2025 Feb 05, 2026
Adams Wealth Management History Added to 31,510 2,447 0.52% 0.16% 316 +22,174 237.51% Q4 2025 Feb 18, 2026
CacheTech Inc. History Added to 31,510 2,447 0.45% 0.15% 317 +22,174 237.51% Q4 2025 Feb 18, 2026
Essex LLC History Added to 31,497 2,446 0.43% 0.42% 318 +1,705 5.72% Q4 2025 Jan 20, 2026
Cooksen Wealth, LLC History Added to 31,401 2,439 1.78% 1.73% 319 +1,782 6.02% Q4 2025 Jan 20, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 31,394 2,438 0.04% 0.03% 320 +14,426 85.02% Q4 2025 Feb 19, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 31,378 2,437 0.03% — 321 +31,378 New Q4 2025 Feb 02, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 30,991 2,407 0.54% 0.52% 322 +2,526 8.87% Q4 2025 Jan 14, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 30,699 2,385 1.41% 1.34% 324 +927 3.11% Q4 2025 Jan 06, 2026
Magnus Financial Group LLC History Reduced 30,710 2,385 0.18% 0.2% 323 -879 -2.78% Q4 2025 Jan 07, 2026
AAFMAA Wealth Management & Trust LLC History Added to 30,616 2,378 0.93% 0.94% 325 +373 1.23% Q4 2025 Jan 07, 2026
SCOTIA CAPITAL INC. History Added to 30,570 2,374 0.01% 0.01% 326 +4,116 15.56% Q4 2025 Feb 12, 2026
Asset Advisors Investment Management, LLC History Reduced 30,041 2,333 0.22% 0.23% 327 -417 -1.37% Q4 2025 Jan 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 30,023 2,332 0.03% 0.03% 328 -1,902 -5.96% Q4 2025 Jan 30, 2026
Fiduciary Group, LLC History Added to 29,948 2,326 0.2% 0.13% 329 +10,635 55.07% Q4 2025 Feb 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 29,618 2,314 0.16% 0.1% 330 +12,658 74.63% Q4 2025 Jan 15, 2026
Beacon Capital Management, Inc. History Reduced 29,751 2,311 0.12% 0.15% 331 -9,707 -24.6% Q4 2025 Feb 12, 2026
JSF Financial, LLC History Added to 29,646 2,302 0.48% 0.05% 332 +26,739 919.81% Q4 2025 Feb 04, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 29,564 2,296 1.05% 0.85% 333 -1,095 -3.57% Q4 2025 Jan 23, 2026
Ausdal Financial Partners, Inc. History Added to 29,534 2,294 0.11% 0.1% 334 +2,291 8.41% Q4 2025 Feb 13, 2026
Nelson Capital Management, LLC History Added to 29,364 2,280 0.27% 0.26% 335 +1,418 5.07% Q4 2025 Feb 10, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 29,246 2,278 0.02% 0.01% 336 +9,356 47.04% Q4 2025 Feb 17, 2026
NWAM LLC History Added to 27,381 2,266 0.13% 0.05% 337 +16,034 141.31% Q4 2025 Feb 04, 2026
Laurel Wealth Advisors LLC History Added to 28,972 2,250 0.3% 0.3% 338 +1,123 4.03% Q4 2025 Jan 30, 2026
Pallas Capital Advisors LLC History Added to 28,955 2,249 0.07% 0.08% 339 +361 1.26% Q4 2025 Jan 14, 2026
Integrated Advisors Network LLC History Reduced 28,752 2,233 0.1% 0.11% 340 -4,327 -13.08% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Added to 28,739 2,232 0.02% 0.03% 341 +446 1.58% Q4 2025 Feb 02, 2026
Massachusetts Wealth Management History Added to 28,732 2,231 1.04% 1.11% 342 +315 1.11% Q4 2025 Jan 26, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 28,708 2,230 1.65% 1.89% 343 -1,666 -5.48% Q4 2025 Jan 14, 2026
Maridea Wealth Management LLC History Reduced 28,717 2,230 0.33% 0.37% 344 -1,083 -3.63% Q4 2025 Jan 08, 2026
Legacy Advisors, LLC History Added to 28,528 2,216 0.24% 0.28% 345 +6 0.02% Q4 2025 Jan 27, 2026
&PARTNERS History Reduced 28,176 2,192 0.01% 0.02% 346 -5,044 -15.18% Q4 2025 Feb 17, 2026
Private Wealth Group, LLC History Added to 28,230 2,192 1.05% 1.08% 347 +558 2.02% Q4 2025 Jan 12, 2026
HEARTLAND ADVISORS INC History New 28,158 2,187 0.12% — 348 +28,158 New Q4 2025 Feb 11, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 28,070 2,180 0.25% 0.27% 349 +683 2.49% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 28,039 2,178 0.01% 0.01% 350 +990 3.66% Q4 2025 Jan 30, 2026
Diversified Enterprises, LLC History Reduced 27,946 2,170 0.13% 0.15% 351 -53 -0.19% Q4 2025 Jan 28, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 27,879 2,165 0.24% 0.06% 352 +21,185 316.48% Q4 2025 Jan 08, 2026
SHARPEPOINT LLC History Added to 27,848 2,163 1.3% 1.83% 353 +1,946 7.51% Q4 2025 Feb 11, 2026
GeoWealth Management, LLC History Added to 27,736 2,154 0.08% 0.08% 354 +173 0.63% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 27,713 2,152 0.06% 0.04% 355 +7,789 39.09% Q4 2025 Jan 23, 2026
Virtue Capital Management, LLC History Added to 27,543 2,139 0.33% 0.26% 356 +6,883 33.32% Q4 2025 Feb 18, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 27,477 2,134 0.58% 0.02% 357 +26,744 3648.57% Q4 2025 Feb 09, 2026
Legacy Edge Advisors, LLC History New 27,447 2,132 0.23% — 358 +27,447 New Q4 2025 Feb 02, 2026
TRITONPOINT WEALTH, LLC History Reduced 27,441 2,131 0.22% 0.2% 359 -3,064 -10.04% Q4 2025 Jan 20, 2026
Busey Bank History Added to 27,208 2,113 0.06% 0.06% 360 +311 1.16% Q4 2025 Jan 27, 2026
BLB&B Advisors, LLC History New 27,188 2,111 0.09% — 361 +27,188 New Q4 2025 Jan 26, 2026
Transamerica Financial Advisors, LLC History Reduced 27,150 2,109 0.18% 0.18% 362 -270 -0.98% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Reduced 27,096 2,104 0.07% 0.08% 363 -8,589 -24.07% Q4 2025 Jan 09, 2026
Carnegie Investment Counsel History Added to 26,690 2,073 0.04% 0.04% 364 +2,442 10.07% Q4 2025 Jan 23, 2026
Climber Capital SA History New 26,693 2,071 1.35% — 366 +26,693 New Q4 2025 Feb 03, 2026
Crew Capital Management, Ltd History Added to 26,666 2,071 1.3% 1.37% 365 +620 2.38% Q4 2025 Jan 16, 2026
STRAIGHTLINE GROUP LLC History Added to 24,912 2,065 1.13% 0.97% 367 +3,625 17.03% Q4 2025 Feb 09, 2026
Sepio Capital, LP History Reduced 26,368 2,048 0.11% 0.12% 368 -332 -1.24% Q4 2025 Feb 12, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 26,284 2,041 0.63% 0.8% 369 -6,341 -19.44% Q4 2025 Jan 15, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 26,212 2,036 0.99% 0.98% 370 +217 0.83% Q4 2025 Feb 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 26,181 2,033 0.58% 0.68% 371 -2,269 -7.98% Q4 2025 Feb 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 26,029 2,021 0.01% 0.01% 372 -258 -0.98% Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History Added to 25,806 2,004 0.23% 0.3% 373 +3,650 16.47% Q4 2025 Feb 13, 2026
FLAGSTAR ADVISORS INC History Added to 25,772 2,001 0.67% 0.61% 374 +175 0.68% Q4 2025 Jan 13, 2026
Marex Group plc History Added to 25,756 2,000 0.01% 0.01% 376 +7,457 40.75% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 25,758 2,000 0.05% 0.05% 375 +1,401 5.75% Q4 2025 Feb 09, 2026
FIRST TRUST ADVISORS LP History Added to 25,558 1,985 0.0% 0.0% 377 +498 1.99% Q4 2025 Feb 13, 2026
Ameraudi Asset Management, Inc. History Reduced 25,536 1,983 1.09% 1.21% 378 -21 -0.08% Q4 2025 Feb 11, 2026
CWC Advisors, LLC. History Reduced 25,328 1,967 0.95% 0.97% 379 -87 -0.34% Q4 2025 Jan 26, 2026
Ranch Capital Advisors Inc. History Added to 25,293 1,964 0.72% 0.75% 380 +665 2.7% Q4 2025 Feb 05, 2026
M&T BANK CORP History Reduced 25,276 1,963 0.01% 0.01% 381 -3,749 -12.92% Q4 2025 Jan 30, 2026
Targeted Financial Services LLC History New 25,251 1,961 1.69% — 382 +25,251 New Q4 2025 Mar 03, 2026
Summit Financial, LLC History Added to 25,216 1,958 0.03% 0.03% 383 +1,907 8.18% Q4 2025 Feb 13, 2026
Vectors Research Management, LLC History Reduced 25,160 1,954 0.6% 0.62% 384 -87 -0.34% Q4 2025 Feb 03, 2026
Sowell Financial Services LLC History Added to 25,061 1,946 0.07% 0.07% 386 +631 2.58% Q4 2025 Jan 21, 2026
Westside Investment Management, Inc. History Added to 25,060 1,946 0.31% 0.31% 385 +422 1.71% Q4 2025 Jan 23, 2026
STEPHENS INC /AR/ History Reduced 24,982 1,940 0.02% 0.03% 387 -225 -0.89% Q4 2025 Feb 05, 2026
3EDGE Asset Management, LP History Added to 24,770 1,934 0.1% 0.08% 388 +6,111 32.75% Q4 2025 Feb 06, 2026
Beaumont Financial Advisors, LLC History Added to 24,681 1,917 0.13% 0.13% 389 +391 1.61% Q4 2025 Jan 16, 2026
CoreCap Advisors, LLC History Added to 24,636 1,913 0.07% 0.05% 390 +6,275 34.18% Q4 2025 Jan 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Reduced 24,007 1,864 0.25% 0.32% 391 -1,250 -4.95% Q4 2025 Feb 17, 2026
Sage Capital Advisors,llc History Added to 23,933 1,859 0.44% 0.44% 392 +88 0.37% Q4 2025 Jan 06, 2026
PRIMORIS WEALTH ADVISORS, LLC History Reduced 23,751 1,845 1.1% 1.19% 393 -43 -0.18% Q4 2025 Feb 03, 2026
Capstone Wealth Management Group LLC History Added to 23,627 1,835 1.11% 1.18% 394 +12 0.05% Q4 2025 Jan 09, 2026
CHOREO, LLC History Added to 23,441 1,831 0.02% 0.02% 395 +236 1.02% Q4 2025 Jan 23, 2026
BANK OF NOVA SCOTIA History Reduced 23,370 1,815 0.0% 0.14% 396 -1,000,000 -97.72% Q4 2025 Feb 13, 2026
M3 Advisory Group, LLC History Added to 23,149 1,798 1.1% 1.12% 397 +180 0.78% Q4 2025 Jan 16, 2026
Stratos Wealth Partners, LTD. History Added to 22,984 1,785 0.02% 0.02% 398 +541 2.41% Q4 2025 Jan 20, 2026
WBI INVESTMENTS, LLC History Reduced 22,975 1,784 0.47% 0.51% 399 -2,406 -9.48% Q4 2025 Feb 13, 2026
Zullo Investment Group, Inc. History Added to 22,959 1,783 0.65% 0.66% 400 +349 1.54% Q4 2025 Jan 26, 2026
Navis Wealth Advisors, LLC History Added to 22,928 1,781 0.75% 1.33% 401 +155 0.68% Q4 2025 Feb 13, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 22,800 1,771 1.32% 1.37% 402 0 0.0% Q4 2025 Jan 27, 2026
Evercore Wealth Management, LLC History No change 22,771 1,768 0.03% 0.03% 403 0 0.0% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History Reduced 22,720 1,764 0.09% 0.09% 404 -209 -0.91% Q4 2025 Feb 11, 2026
Pettinga Financial Advisors LLC History Reduced 22,665 1,760 0.33% 0.36% 405 -1,061 -4.47% Q4 2025 Feb 12, 2026
Fourth Dimension Wealth, LLC History Added to 22,471 1,745 0.64% 0.65% 406 +820 3.79% Q4 2025 Feb 04, 2026
Hilltop Holdings Inc. History Added to 22,406 1,740 0.1% 0.06% 407 +6,792 43.5% Q4 2025 Feb 17, 2026
Ledyard National Bank History Reduced 22,135 1,719 0.15% 0.16% 408 -1,173 -5.03% Q4 2025 Jan 21, 2026
Shepherd Financial Partners LLC History Added to 22,084 1,715 0.16% 0.16% 409 +241 1.1% Q4 2025 Feb 10, 2026
Spruce Point Capital Management, LLC History New 22,000 1,708 3.55% — 410 +22,000 New Q4 2025 Feb 17, 2026
Jacobi Capital Management LLC History Added to 21,250 1,650 0.1% 0.05% 411 +11,237 112.22% Q4 2025 Feb 13, 2026
Audent Global Asset Management, LLC History Added to 21,078 1,637 1.04% 0.99% 412 +3,678 21.14% Q4 2025 Mar 10, 2026
Entelevest, LLC History New 20,620 1,601 1.6% — 413 +20,620 New Q4 2025 Feb 11, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 20,608 1,600 0.38% 0.45% 414 -3,774 -15.48% Q4 2025 Jan 15, 2026
ExodusPoint Capital Management, LP History New 20,595 1,599 0.01% — 415 +20,595 New Q4 2025 Feb 17, 2026
Capula Management Ltd History New 20,565 1,597 0.01% — 416 +20,565 New Q4 2025 Feb 13, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 20,476 1,590 0.1% 0.17% 418 -9,567 -31.84% Q4 2025 Feb 11, 2026
FIL Ltd History Reduced 20,472 1,590 0.0% 0.0% 417 -425 -2.03% Q4 2025 Feb 17, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 20,086 1,560 0.12% 0.26% 419 -26,278 -56.68% Q4 2025 Jan 23, 2026
Meridian Wealth Management, LLC History Added to 20,080 1,559 0.05% 0.06% 420 +1,525 8.22% Q4 2025 Feb 04, 2026
Affiance Financial, LLC History Reduced 20,063 1,558 0.25% 0.29% 421 -511 -2.48% Q4 2025 Jan 21, 2026
MAIRS & POWER INC History New 20,045 1,557 0.01% — 422 +20,045 New Q4 2025 Feb 17, 2026
Parkside Investments, LLC History Reduced 20,000 1,553 0.2% 0.25% 423 -6,000 -23.08% Q4 2025 Feb 09, 2026
Gladstone Institutional Advisory LLC History Added to 19,686 1,529 0.06% 0.05% 424 +2,954 17.65% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 19,679 1,528 0.0% 0.0% 425 +667 3.51% Q4 2025 Feb 17, 2026
ES4, LLC History New 19,597 1,522 1.05% — 426 +19,597 New Q4 2025 Feb 13, 2026
Helium Advisors LLC History Reduced 19,323 1,501 1.52% 1.55% 427 -4,334 -18.32% Q4 2025 Feb 12, 2026
MOULTON WEALTH MANAGEMENT, INC History Added to 19,270 1,497 1.42% 1.09% 428 +59 0.31% Q4 2025 Jan 13, 2026
UPTICK PARTNERS, LLC History Added to 19,124 1,485 0.32% 0.29% 429 +4,960 35.02% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 19,083 1,482 0.0% 0.0% 430 +9,374 96.55% Q4 2025 Feb 10, 2026
Chesapeake Wealth Management History Reduced 18,884 1,466 0.44% 0.45% 431 -25 -0.13% Q4 2025 Feb 03, 2026
COMMERCE BANK History Added to 18,704 1,452 0.01% 0.01% 432 +3,360 21.9% Q4 2025 Feb 13, 2026
Crescent Grove Advisors, LLC History No change 18,629 1,447 0.13% 0.14% 433 0 0.0% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Reduced 18,462 1,434 0.03% 0.03% 434 -232 -1.24% Q4 2025 Feb 02, 2026
Bank of Marin History Reduced 18,465 1,434 0.99% 1.03% 435 -184 -0.99% Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Added to 18,298 1,421 0.05% 0.04% 437 +5,722 45.5% Q4 2025 Jan 27, 2026
Verdence Capital Advisors LLC History Reduced 18,298 1,421 0.08% 0.09% 436 -1,011 -5.24% Q4 2025 Jan 29, 2026
Simplicity Wealth,LLC History Added to 18,228 1,415 0.08% 0.07% 438 +2,732 17.63% Q4 2025 Jan 30, 2026
GLENMEDE TRUST CO NA History New 17,999 1,398 0.01% — 439 +17,999 New Q4 2025 Feb 17, 2026
Intrua Financial, LLC History Reduced 17,904 1,390 0.15% 0.54% 440 -45,196 -71.63% Q4 2025 Feb 05, 2026
Ignite Planners, LLC History Reduced 16,487 1,376 0.21% 0.33% 441 -9,326 -36.13% Q4 2025 Feb 06, 2026
Kovack Advisors, Inc. History Added to 17,638 1,370 0.06% 0.09% 443 +5,084 40.5% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Reduced 17,646 1,370 0.03% 0.03% 442 -1,578 -8.21% Q4 2025 Feb 09, 2026
World Investment Advisors History Added to 17,592 1,366 0.02% 0.02% 444 +5,431 44.66% Q4 2025 Mar 12, 2026
V2 Financial group LLC History Added to 17,532 1,361 0.67% 0.73% 445 +600 3.54% Q4 2025 Jan 21, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 17,403 1,351 0.61% 0.76% 446 -2,989 -14.66% Q4 2025 Jan 12, 2026
HBW ADVISORY SERVICES LLC History Reduced 17,195 1,335 0.15% 0.16% 447 -858 -4.75% Q4 2025 Jan 23, 2026
Trust Co History Reduced 17,164 1,333 0.13% 0.14% 448 -498 -2.82% Q4 2025 Jan 15, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 17,148 1,332 0.0% — 449 +17,148 New Q4 2025 Feb 17, 2026
McAdam, LLC History Added to 17,118 1,329 0.06% 0.04% 450 +6,601 62.77% Q4 2025 Feb 13, 2026
Wall Capital Group, Inc. History New 17,092 1,327 1.26% — 451 +17,092 New Q4 2025 Feb 17, 2026
Sequent Planning LLC History Added to 17,035 1,323 0.34% 0.31% 452 +3,307 24.09% Q4 2025 Feb 05, 2026
Atlantic Union Bankshares Corp History Added to 16,982 1,319 0.02% 0.02% 453 +40 0.24% Q4 2025 Feb 04, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 16,969 1,318 0.0% 0.0% 454 +10,166 149.43% Q4 2025 Feb 17, 2026
Nan Shan Life Insurance Co., Ltd. History Reduced 16,888 1,311 0.04% 0.18% 455 -93,112 -84.65% Q4 2025 Feb 13, 2026
MontVue Capital Management, Inc. History Reduced 16,749 1,301 0.87% 0.89% 456 -186 -1.1% Q4 2025 Jan 27, 2026
Vestmark Advisory Solutions, Inc. History Added to 16,703 1,297 0.02% 0.01% 457 +9,971 148.11% Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 16,703 1,297 0.06% 0.1% 458 -713 -4.09% Q4 2025 Feb 12, 2026
HB Wealth Management, LLC History Added to 16,565 1,286 0.01% 0.01% 459 +277 1.7% Q4 2025 Jan 28, 2026
INTEGRITY ALLIANCE, LLC. History Added to 16,475 1,279 0.05% 0.05% 460 +1,747 11.86% Q4 2025 Feb 09, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 16,457 1,278 0.02% 0.01% 461 +4,207 34.34% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 16,423 1,275 0.01% 0.01% 462 +6,420 64.18% Q4 2025 Feb 18, 2026
Wilmington Savings Fund Society, FSB History Added to 16,395 1,273 0.03% 0.02% 463 +6,475 65.27% Q4 2025 Feb 12, 2026
PETERSON WEALTH MANAGEMENT History Reduced 16,311 1,267 0.94% 0.96% 464 -1,463 -8.23% Q4 2025 Feb 04, 2026
Gallacher Capital Management LLC History New 16,294 1,265 0.49% — 465 +16,294 New Q4 2025 Feb 03, 2026
Mill Creek Capital Advisors, LLC History Reduced 16,199 1,258 0.03% 0.04% 466 -7,137 -30.58% Q4 2025 Feb 13, 2026
Boltwood Capital Management History Added to 15,779 1,225 0.32% 0.33% 467 +109 0.7% Q4 2025 Jan 02, 2026
Madden Advisory Services, Inc. History Added to 15,750 1,223 0.49% 0.35% 468 +4,279 37.3% Q4 2025 Feb 11, 2026
CALTON & ASSOCIATES, INC. History Added to 15,730 1,221 0.18% 0.16% 469 +2,052 15.0% Q4 2025 Feb 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 15,708 1,220 0.3% 0.32% 470 0 0.0% Q4 2025 Jan 23, 2026
PLANNING DIRECTIONS INC History Reduced 15,681 1,218 0.61% 0.66% 471 -424 -2.63% Q4 2025 Jan 21, 2026
Centennial Bank/AR/ History Added to 15,567 1,209 0.48% 0.2% 472 +9,095 140.53% Q4 2025 Feb 17, 2026
RoundAngle Advisors LLC History Added to 15,450 1,200 0.87% 0.9% 473 +538 3.61% Q4 2025 Jan 12, 2026
Choate Investment Advisors History No change 15,420 1,197 0.02% 0.02% 474 0 0.0% Q4 2025 Feb 09, 2026
Markin Asset Management, LP History New 15,373 1,194 1.31% — 476 +15,373 New Q4 2025 Feb 13, 2026
Mechanics Bank Trust Department History Reduced 15,380 1,194 0.16% 0.17% 475 -25 -0.16% Q4 2025 Jan 14, 2026
High Note Wealth, LLC History Reduced 15,366 1,193 0.23% 0.25% 478 -230 -1.47% Q4 2025 Feb 05, 2026
Cushing Capital Partners, LLC History Reduced 15,368 1,193 0.88% 0.95% 479 -151 -0.97% Q4 2025 Jan 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 15,360 1,193 0.06% 0.08% 477 -116 -0.75% Q4 2025 Jan 26, 2026
McKinley Carter Wealth Services, Inc. History Reduced 15,309 1,189 0.07% 0.07% 480 -1,646 -9.71% Q4 2025 Feb 06, 2026
BFSG, LLC History Reduced 15,235 1,183 0.11% 0.12% 481 -551 -3.49% Q4 2025 Jan 22, 2026
Intesa Sanpaolo S.p.A. History New 15,000 1,172 0.07% — 482 +15,000 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 15,065 1,170 0.01% 0.01% 483 +2,784 22.67% Q4 2025 Jan 29, 2026
Quest 10 Wealth Builders, Inc. History Reduced 15,068 1,170 1.05% 1.1% 484 -130 -0.86% Q4 2025 Jan 29, 2026
Caprock Group, LLC History Reduced 15,046 1,168 0.02% 0.03% 485 -183 -1.2% Q4 2025 Jan 28, 2026
Wedmont Private Capital History Added to 15,182 1,163 0.04% 0.04% 486 +311 2.09% Q4 2025 Jan 08, 2026
Analyst IMS Investment Management Services Ltd. History No change 14,930 1,160 0.03% 0.04% 487 0 0.0% Q4 2025 Jan 20, 2026
Pine Valley Investments Ltd Liability Co History Added to 14,913 1,158 0.05% 0.04% 488 +3,383 29.34% Q4 2025 Feb 13, 2026
Weaver Capital Management LLC History No change 14,906 1,157 0.24% 0.25% 489 0 0.0% Q4 2025 Jan 22, 2026
PFG Investments, LLC History Reduced 14,860 1,154 0.05% 0.06% 491 -498 -3.24% Q4 2025 Jan 26, 2026
Colony Family Offices, LLC History No change 14,866 1,154 0.29% 0.3% 490 0 0.0% Q4 2025 Jan 22, 2026
10Elms LLP History No change 14,849 1,153 1.06% 1.05% 492 0 0.0% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 14,776 1,147 0.01% 0.01% 493 +4,400 42.41% Q4 2025 Feb 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 14,657 1,138 0.08% 0.12% 494 -4,373 -22.98% Q4 2025 Feb 17, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 14,658 1,138 0.11% 0.12% 495 -1,879 -11.36% Q4 2025 Feb 23, 2026
Midwest Financial Group LLC History Reduced 14,578 1,132 0.5% 0.55% 496 -151 -1.03% Q4 2025 Jan 20, 2026
CIBC Private Wealth Group LLC History Reduced 14,396 1,118 0.0% 0.0% 497 -592 -3.95% Q4 2025 Feb 12, 2026
Cornerstone Capital, Inc. History New 14,350 1,114 0.11% — 498 +14,350 New Q4 2025 Feb 12, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 14,311 1,111 0.01% 0.01% 499 -54 -0.38% Q4 2025 Feb 13, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 14,283 1,108 0.01% 0.02% 500 -3,114 -17.9% Q4 2025 Feb 10, 2026
Jackson Hole Capital Partners, LLC History Added to 14,236 1,105 0.19% 0.19% 501 +1 0.01% Q4 2025 Jan 30, 2026
Manhattan West Asset Management, LLC History Added to 14,202 1,103 0.23% 0.1% 502 +8,239 138.17% Q4 2025 Feb 02, 2026
Redwood Financial Network Corp History Added to 14,185 1,101 0.7% 0.62% 503 +1,778 14.33% Q4 2025 Feb 10, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 14,144 1,098 0.21% 0.16% 504 -37 -0.26% Q4 2025 Feb 02, 2026
Valeo Financial Advisors, LLC History Added to 14,080 1,093 0.02% 0.02% 505 +618 4.59% Q4 2025 Feb 04, 2026
NBC SECURITIES, INC. History Added to 14,065 1,092 0.08% 0.08% 506 +67 0.48% Q4 2025 Jan 29, 2026
PFG Advisors History Added to 14,053 1,091 0.05% 0.04% 507 +1,892 15.56% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 13,807 1,072 0.01% 0.01% 508 +8,086 141.34% Q4 2025 Jan 23, 2026
Hudock, Inc. History Added to 13,750 1,068 0.16% 0.16% 509 +610 4.64% Q4 2025 Feb 12, 2026
CENTRAL TRUST Co History Reduced 13,747 1,067 0.02% 0.03% 510 -2,385 -14.78% Q4 2025 Feb 02, 2026
BANQUE PICTET & CIE SA History No change 13,610 1,057 0.01% 0.01% 511 0 0.0% Q4 2025 Jan 16, 2026
TD Waterhouse Canada Inc. History Reduced 13,590 1,055 0.01% 0.01% 512 -11,358 -45.53% Q4 2025 Jan 27, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 13,483 1,047 0.68% 0.82% 513 -5,788 -30.03% Q4 2025 Feb 09, 2026
Objective Capital Management, LLC History Added to 13,452 1,044 1.06% 1.09% 514 +8 0.06% Q4 2025 Feb 04, 2026
Nikulski Financial, Inc. History Reduced 13,427 1,043 0.25% 0.28% 515 -622 -4.43% Q4 2025 Jan 15, 2026
Crews Bank & Trust History Reduced 13,383 1,039 0.15% 0.15% 516 -103 -0.76% Q4 2025 Jan 21, 2026
Providence First Trust Co History Reduced 13,356 1,037 0.36% 1.25% 517 -32,618 -70.95% Q4 2025 Feb 03, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 13,328 1,035 0.07% 0.07% 518 -27 -0.2% Q4 2025 Jan 28, 2026
ARS Investment Partners, LLC History Added to 13,226 1,027 0.06% 0.06% 519 +1,081 8.9% Q4 2025 Feb 05, 2026
RFG Advisory, LLC History Added to 13,206 1,025 0.02% 0.02% 520 +801 6.46% Q4 2025 Feb 03, 2026
NCM Capital Management, LLC History Added to 13,187 1,024 0.38% 0.33% 521 +2,472 23.07% Q4 2025 Mar 02, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 12,943 1,018 0.81% 0.83% 522 -309 -2.33% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 12,985 1,008 0.05% 0.04% 523 +977 8.14% Q4 2025 Jan 21, 2026
MIZUHO MARKETS AMERICAS LLC History New 12,900 1,002 0.02% — 526 +12,900 New Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 12,909 1,002 0.02% 0.02% 524 +3,926 43.7% Q4 2025 Feb 06, 2026
RDA Financial Network History Reduced 12,911 1,002 0.24% 0.25% 525 -84 -0.65% Q4 2025 Jan 06, 2026
WESPAC Advisors SoCal, LLC History Added to 12,792 993 0.2% 0.17% 527 +2,083 19.45% Q4 2025 Jan 07, 2026
Darwin Wealth Management, LLC History Added to 12,732 989 0.31% 0.3% 528 +508 4.16% Q4 2025 Jan 22, 2026
REDSTONE WEALTH MANAGEMENT, LLC History New 12,669 984 0.78% — 529 +12,669 New Q4 2025 Feb 09, 2026
Windsor Capital Management, LLC History Added to 12,664 983 0.27% 0.25% 530 +915 7.79% Q4 2025 Jan 15, 2026
FIRST HORIZON CORP History Added to 12,640 981 0.04% 0.05% 531 +16 0.13% Q4 2025 Jan 27, 2026
Orion Porfolio Solutions, LLC History Reduced 12,612 979 0.01% 0.01% 532 -2,100 -14.27% Q4 2025 Feb 12, 2026
Purus Wealth Management, LLC History Reduced 12,549 974 0.3% 0.32% 533 -67 -0.53% Q4 2025 Jan 27, 2026
OKABENA INVESTMENT SERVICES INC History Added to 12,498 970 0.18% 0.19% 534 +272 2.22% Q4 2025 Feb 13, 2026
StoneX Group Inc. History Added to 12,478 969 0.04% 0.03% 535 +2,548 25.66% Q4 2025 Feb 12, 2026
Keystone Wealth Services, LLC History Added to 9,113 966 0.2% 0.05% 536 +6,197 212.52% Q4 2025 Jan 26, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 12,489 965 0.01% 1.98% 537 -2,792,279 -99.55% Q4 2025 Feb 03, 2026
Encompass More Asset Management History Added to 12,373 961 0.18% 0.15% 538 +2,370 23.69% Q4 2025 Feb 03, 2026
Burford Brothers, Inc. History Added to 12,230 950 0.39% 0.41% 539 +7 0.06% Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Added to 12,225 949 0.01% 0.01% 540 +1,813 17.41% Q4 2025 Feb 02, 2026
Fairvoy Private Wealth, LLC History Added to 12,225 949 0.21% 0.19% 541 +1,570 14.73% Q4 2025 Jan 14, 2026
DARA CAPITAL US, INC. History New 12,130 942 0.83% — 542 +12,130 New Q4 2025 Jan 23, 2026
Mission Creek Capital Partners, Inc. History Added to 12,124 941 0.19% 0.17% 543 +964 8.64% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 12,108 940 0.01% 0.02% 544 -775 -6.02% Q4 2025 Feb 12, 2026
GSA CAPITAL PARTNERS LLP History Added to 12,002 932 0.08% 0.07% 545 +1,818 17.85% Q4 2025 Feb 06, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 11,979 930 0.34% 0.37% 546 +295 2.52% Q4 2025 Jan 21, 2026
ARMISTICE CAPITAL, LLC History New 11,765 913 0.01% — 547 +11,765 New Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Reduced 11,705 909 0.03% 0.03% 548 -183 -1.54% Q4 2025 Feb 11, 2026
Summit Trail Advisors, LLC History Reduced 11,692 908 0.02% 0.01% 549 -359 -2.98% Q4 2025 Feb 17, 2026
O'ROURKE & COMPANY, Inc History Added to 11,696 908 0.35% 0.38% 550 +176 1.53% Q4 2025 Jan 28, 2026
Golden State Wealth Management, LLC History No change 11,662 905 0.1% 0.1% 551 0 0.0% Q4 2025 Feb 13, 2026
1607 Capital Partners, LLC History Reduced 11,560 897 0.06% 0.22% 552 -25,030 -68.41% Q4 2025 Feb 17, 2026
Berkeley Capital Partners, LLC History New 11,539 896 0.21% — 553 +11,539 New Q4 2025 Feb 05, 2026
Sovran Advisors, LLC History Reduced 10,801 889 0.08% 0.08% 554 -391 -3.49% Q4 2025 Jan 20, 2026
South Shore Capital Advisors History New 11,370 883 0.65% — 555 +11,370 New Q4 2025 Jan 21, 2026
Richard W. Paul & Associates, LLC History Added to 11,372 883 0.29% 0.27% 556 +1,098 10.69% Q4 2025 Feb 12, 2026
LOWE BROCKENBROUGH & CO INC History Added to 11,361 882 0.04% 0.04% 557 +2,369 26.35% Q4 2025 Feb 11, 2026
Fortis Group Advisors, LLC History Added to 10,486 875 0.15% 0.04% 558 +7,096 209.32% Q4 2025 Feb 06, 2026
Phillips Wealth Planners LLC History Added to 10,599 873 0.7% 0.64% 559 +701 7.08% Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 11,216 871 0.06% 0.07% 560 +266 2.43% Q4 2025 Feb 03, 2026
Providence Capital Advisors, LLC History Added to 11,202 870 0.15% 0.13% 561 +1,464 15.03% Q4 2025 Feb 12, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 11,187 869 0.28% 0.58% 562 -718 -6.03% Q4 2025 Jan 22, 2026
Cinctive Capital Management LP History New 11,182 868 0.05% — 563 +11,182 New Q4 2025 Feb 17, 2026
Keebeck Wealth Management History No change 11,178 868 0.1% 0.1% 564 0 0.0% Q4 2025 Feb 17, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 11,115 863 0.34% 0.4% 566 -1,744 -13.56% Q4 2025 Jan 30, 2026
Moors & Cabot, Inc. History Reduced 11,111 863 0.04% 0.04% 565 -278 -2.44% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 11,067 859 0.01% 0.01% 567 -84 -0.75% Q4 2025 Feb 09, 2026
Waldron Private Wealth LLC History No change 11,059 859 0.03% 0.04% 568 0 0.0% Q4 2025 Jan 14, 2026
Gradient Capital Advisors, LLC History Added to 11,053 858 0.22% 0.23% 569 +3 0.03% Q4 2025 Feb 06, 2026
Ark Wealth Advisors LLC History New 10,817 840 0.9% — 570 +10,817 New Q4 2025 Feb 18, 2026
MONETARY MANAGEMENT GROUP INC History No change 10,810 839 0.19% 0.19% 571 0 0.0% Q4 2025 Feb 11, 2026
Vertex Investment Solutions Co., Ltd. History New 10,700 837 0.83% — 572 +10,700 New Q4 2025 Feb 05, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 10,655 827 0.27% 0.27% 573 +185 1.77% Q4 2025 Jan 27, 2026
Telos Capital Management, Inc. History New 10,615 824 0.08% — 574 +10,615 New Q4 2025 Jan 22, 2026
FIRST MANHATTAN CO. LLC. History Reduced 10,559 820 0.0% 0.0% 575 -5,611 -34.7% Q4 2025 Feb 17, 2026
Bangor Savings Bank History Reduced 10,487 814 0.07% 0.08% 576 -1,439 -12.07% Q4 2025 Jan 16, 2026
MTM Investment Management, LLC History Reduced 10,480 814 0.26% 0.26% 577 -72 -0.68% Q4 2025 Feb 09, 2026
Jacobs Equity LLC History New 10,456 812 0.78% — 578 +10,456 New Q4 2025 Feb 19, 2026
BOKF, NA History Reduced 10,291 799 0.01% 0.01% 579 -4 -0.04% Q4 2025 Feb 03, 2026
Allworth Financial LP History New 10,243 795 0.0% — 580 +10,243 New Q4 2025 Feb 05, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 10,230 794 0.07% 0.07% 581 -318 -3.01% Q4 2025 Jan 15, 2026
B. Riley Wealth Advisors, Inc. History Added to 10,158 789 0.04% 0.04% 582 +282 2.86% Q4 2025 Feb 17, 2026
HERBST GROUP, LLC History Added to 10,129 786 0.46% 0.3% 583 +4,056 66.79% Q4 2025 Jan 16, 2026
ROCKLAND TRUST CO History Added to 10,109 785 0.03% 0.01% 584 +6,621 189.82% Q4 2025 Jan 15, 2026
Financial Engines Advisors L.L.C. History Reduced 10,077 782 0.0% 0.0% 585 -696 -6.46% Q4 2025 Feb 12, 2026
Keystone Financial Group History Reduced 10,050 780 0.06% 0.06% 586 -91 -0.9% Q4 2025 Feb 06, 2026
High Point Wealth Management, LLC History New 9,905 769 0.72% — 587 +9,905 New Q4 2025 Jan 29, 2026
Narus Financial Partners, LLC History Reduced 9,833 763 0.21% 0.27% 588 -2,796 -22.14% Q4 2025 Feb 09, 2026
MGO ONE SEVEN LLC History Reduced 9,750 757 0.02% 0.02% 589 -862 -8.12% Q4 2025 Feb 03, 2026
Blue Chip Partners, LLC History Added to 9,706 753 0.05% 0.02% 590 +6,571 209.6% Q4 2025 Feb 18, 2026
Capital Advisors, Ltd. LLC History Added to 9,683 752 0.08% 0.08% 591 +324 3.46% Q4 2025 Jan 21, 2026
Chevy Chase Trust Holdings, LLC History Added to 9,672 751 0.0% 0.0% 592 +688 7.66% Q4 2025 Feb 13, 2026
Evanson Asset Management, LLC History Added to 9,675 751 0.04% 0.04% 593 +106 1.11% Q4 2025 Jan 12, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 9,576 744 0.02% 0.01% 594 +3,310 52.82% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 9,523 739 0.03% 0.04% 595 +1,778 22.96% Q4 2025 Feb 04, 2026
Stronghold Wealth Management L.L.C. History New 9,322 724 1.07% — 596 +9,322 New Q4 2025 Feb 06, 2026
Intrepid Financial Planning Group LLC History Reduced 9,229 716 0.27% 0.28% 597 -271 -2.85% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Reduced 9,197 714 0.01% 0.01% 598 -846 -8.42% Q4 2025 Feb 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 9,180 713 0.02% 0.02% 600 +1,096 13.56% Q4 2025 Feb 13, 2026
PLIMOTH TRUST CO LLC History Reduced 9,181 713 0.16% 0.17% 599 -238 -2.53% Q4 2025 Jan 27, 2026
Thrive Capital Management, LLC History Reduced 9,129 709 0.16% 0.29% 601 -5,000 -35.39% Q4 2025 Feb 09, 2026
Mathes Company, Inc. History No change 9,050 703 0.25% 0.25% 602 0 0.0% Q4 2025 Feb 09, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 9,036 701 0.04% 0.04% 603 0 0.0% Q4 2025 Feb 10, 2026
Cascade Financial Partners, LLC History New 9,000 699 0.07% — 604 +9,000 New Q4 2025 Feb 06, 2026
Measured Risk Portfolios, Inc. History Added to 8,993 698 0.69% 0.62% 605 +468 5.49% Q4 2025 Jan 27, 2026
WJ Financial Advisors LLC History Added to 8,936 694 0.62% 0.48% 608 +2,621 41.5% Q4 2025 Feb 02, 2026
Roble, Belko & Company, Inc History Reduced 8,930 694 0.09% 0.1% 606 -106 -1.17% Q4 2025 Jan 12, 2026
Investment Advisory Group, LLC History Added to 8,939 694 0.18% 0.19% 607 +2 0.02% Q4 2025 Jan 23, 2026
IFP Advisors, Inc History Added to 8,873 689 0.02% 0.02% 609 +630 7.64% Q4 2025 Feb 06, 2026
WEDBUSH SECURITIES INC History Added to 8,862 688 0.02% 0.02% 610 +1,511 20.56% Q4 2025 Feb 12, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 8,786 682 0.2% 0.22% 611 -369 -4.03% Q4 2025 Feb 11, 2026
Greenline Partners, LLC History Added to 8,756 680 0.08% 0.03% 612 +5,568 174.65% Q4 2025 Feb 17, 2026
SYON CAPITAL LLC History Reduced 8,741 679 0.03% 0.04% 613 -66 -0.75% Q4 2025 Feb 11, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 8,723 677 0.13% 0.14% 614 -657 -7.0% Q4 2025 Jan 12, 2026
Tidal Investments LLC History New 8,714 676 0.0% — 615 +8,714 New Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Reduced 8,648 671 0.01% 0.01% 616 -569 -6.17% Q4 2025 Feb 10, 2026
PINNACLE ASSOCIATES LTD History Added to 8,627 670 0.01% 0.01% 617 +645 8.08% Q4 2025 Feb 05, 2026
ATLAS CAPITAL ADVISORS INC. History New 8,545 663 0.07% — 618 +8,545 New Q4 2025 Feb 13, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 8,498 660 0.11% 0.12% 619 -3 -0.04% Q4 2025 Jan 26, 2026
Bricktown Capital, LLC History No change 8,508 660 0.11% 0.11% 620 0 0.0% Q4 2025 Jan 15, 2026
Wealthspire Advisors, LLC History Added to 8,487 659 0.01% 0.0% 621 +769 9.96% Q4 2025 Feb 13, 2026
McGuire Investment Group, LLC History Reduced 8,488 659 0.07% 0.08% 622 -154 -1.78% Q4 2025 Jan 26, 2026
BESSEMER GROUP INC History Reduced 8,464 657 0.0% 0.01% 623 -40,420 -82.69% Q4 2025 Feb 05, 2026
FIDUCIARY TRUST CO History No change 8,434 655 0.01% 0.01% 624 0 0.0% Q4 2025 Feb 13, 2026
Cornerstone Wealth Group, LLC History Reduced 8,383 651 0.04% 0.04% 625 -54 -0.64% Q4 2025 Jan 26, 2026
JFS WEALTH ADVISORS, LLC History Reduced 8,346 648 0.04% 0.04% 626 -5 -0.06% Q4 2025 Jan 14, 2026
Diversify Advisory Services, LLC History Reduced 7,868 646 0.02% 0.02% 627 -1,348 -14.63% Q4 2025 Jan 23, 2026
Curat Global, LLC History Reduced 8,307 645 0.72% 1.14% 628 -7,272 -46.68% Q4 2025 Feb 06, 2026
Nova Wealth Management, Inc. History Reduced 8,274 642 0.44% 0.52% 629 -1,234 -12.98% Q4 2025 Jan 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 8,211 637 0.01% 0.01% 631 -508 -5.83% Q4 2025 Feb 12, 2026
Acropolis Investment Management, LLC History Reduced 8,210 637 0.03% 0.03% 630 -100 -1.2% Q4 2025 Jan 14, 2026
Stratos Wealth Advisors, LLC History Reduced 8,161 633 0.03% 0.04% 633 -3,140 -27.79% Q4 2025 Jan 20, 2026
Eagle Strategies LLC History Added to 8,157 633 0.08% 0.08% 634 +346 4.43% Q4 2025 Jan 23, 2026
COURIER CAPITAL LLC History Reduced 8,161 633 0.04% 0.04% 632 -49 -0.6% Q4 2025 Jan 29, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 8,120 630 0.17% 0.24% 635 -1,872 -18.73% Q4 2025 Feb 10, 2026
Cornerstone Wealth Management, LLC History Added to 8,081 627 0.03% 0.01% 636 +5,085 169.73% Q4 2025 Feb 05, 2026
MKT Advisors LLC History Added to 8,102 626 0.21% 0.23% 637 +198 2.51% Q4 2025 Jan 08, 2026
Turtle Creek Wealth Advisors, LLC History New 8,056 625 0.05% — 638 +8,056 New Q4 2025 Jan 28, 2026
CENTAURUS FINANCIAL, INC. History Added to 7,967 619 0.03% 0.03% 639 +436 5.79% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History New 7,929 615 0.0% — 640 +7,929 New Q4 2025 Mar 20, 2026
MONTAG A & ASSOCIATES INC History Reduced 7,908 614 0.03% 0.03% 641 -962 -10.85% Q4 2025 Feb 02, 2026
Gallagher Capital Advisors, LLC History Added to 7,908 614 0.4% 0.34% 642 +63 0.8% Q4 2025 Feb 12, 2026
Capital Management Associates, Inc History Added to 7,896 613 0.14% 0.17% 643 +61 0.78% Q4 2025 Jan 21, 2026
One Charles Private Wealth Services, LLC History Added to 7,865 610 0.16% 0.16% 644 +294 3.88% Q4 2025 Feb 06, 2026
OpenArc Corporate Advisory, LLC History New 7,840 609 0.01% — 646 +7,840 New Q4 2025 Feb 13, 2026
Asset Allocation Strategies LLC History Reduced 7,848 609 0.11% 0.14% 645 -1,211 -13.37% Q4 2025 Feb 13, 2026
MMA ASSET MANAGEMENT LLC History Added to 7,678 596 0.21% 0.17% 648 +1,202 18.56% Q4 2025 Feb 03, 2026
Jaffetilchin Investment Partners, LLC History Added to 7,675 596 0.03% 0.04% 647 +34 0.44% Q4 2025 Jan 15, 2026
Occidental Asset Management, LLC History Reduced 7,671 595 0.07% 0.87% 649 -81,204 -91.37% Q4 2025 Jan 08, 2026
Platform Technology Partners History Added to 7,669 595 0.13% 0.12% 650 +1,441 23.14% Q4 2025 Feb 13, 2026
Thomasville National Bank History Reduced 7,653 594 0.04% 0.04% 652 -699 -8.37% Q4 2025 Jan 26, 2026
NBT BANK N A /NY History Reduced 7,657 594 0.04% 0.04% 651 -111 -1.43% Q4 2025 Jan 23, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 7,629 592 0.13% 0.17% 653 -1,576 -17.12% Q4 2025 Jan 12, 2026
ALTERNA WEALTH MANAGEMENT, INC History New 7,584 589 0.49% — 655 +7,584 New Q4 2025 Jan 23, 2026
Per Stirling Capital Management, LLC. History Reduced 7,583 589 0.07% 0.07% 654 -4 -0.05% Q4 2025 Feb 17, 2026
Narwhal Capital Management History Reduced 7,580 588 0.04% 0.05% 656 -805 -9.6% Q4 2025 Jan 30, 2026
Live Oak Investment Partners History New 7,539 585 0.36% — 657 +7,539 New Q4 2025 Jan 29, 2026
Golden State Equity Partners History New 7,520 584 0.09% — 658 +7,520 New Q4 2025 Jan 29, 2026
Roberts Wealth Advisors, LLC History Added to 7,506 583 0.15% 0.15% 659 +158 2.15% Q4 2025 Jan 13, 2026
Prospera Financial Services Inc History Reduced 7,401 575 0.01% 0.01% 660 -3,280 -30.71% Q4 2025 Feb 09, 2026
Arete Wealth Advisors, LLC History Added to 7,372 573 0.03% 0.03% 661 +335 4.76% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Added to 7,290 566 0.13% 0.13% 662 +12 0.16% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Reduced 7,275 565 0.03% 0.03% 663 -496 -6.38% Q4 2025 Feb 06, 2026
Rehmann Capital Advisory Group History Reduced 7,272 564 0.03% 0.04% 664 -1,855 -20.32% Q4 2025 Mar 04, 2026
4WEALTH ADVISORS, INC. History Reduced 7,260 563 0.48% 0.62% 665 -1,579 -17.86% Q4 2025 Jan 21, 2026
Luminist Capital LLC History New 7,115 552 0.68% — 666 +7,115 New Q4 2025 Feb 13, 2026
Constitution Capital LLC History Added to 7,079 549 0.26% 0.25% 667 +285 4.19% Q4 2025 Jan 09, 2026
Avidian Wealth Enterprises, LLC History Added to 7,046 547 0.02% 0.02% 668 +35 0.5% Q4 2025 Feb 02, 2026
Exit Wealth Advisors, LLC. History Added to 7,029 546 0.32% 0.27% 672 +1,858 35.93% Q4 2025 Feb 10, 2026
Koshinski Asset Management, Inc. History Added to 7,040 546 0.04% 0.04% 669 +324 4.82% Q4 2025 Feb 03, 2026
Empirical Asset Management, LLC History Reduced 7,031 546 0.15% 0.16% 671 -256 -3.51% Q4 2025 Feb 06, 2026
Allie Family Office LLC History Added to 7,029 546 0.25% 0.25% 670 +250 3.69% Q4 2025 Feb 13, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 7,014 544 0.07% 0.07% 673 0 0.0% Q4 2025 Jan 29, 2026
Larson Financial Group LLC History Reduced 6,980 542 0.02% 0.12% 674 -36,464 -83.93% Q4 2025 Feb 06, 2026
Ascent Group, LLC History Added to 6,987 542 0.02% 0.02% 675 +135 1.97% Q4 2025 Jan 20, 2026
MBA Advisors LLC History Added to 6,938 538 0.22% 0.23% 676 +15 0.22% Q4 2025 Jan 21, 2026
Sherman Asset Management, Inc. History Added to 6,904 536 0.45% 0.4% 677 +933 15.63% Q4 2025 Feb 05, 2026
Matthew Goff Investment Advisor, LLC History Added to 6,894 535 0.09% 0.07% 678 +1,735 33.63% Q4 2025 Jan 14, 2026
Ally Invest Advisors Inc. History Added to 6,890 535 0.04% 0.04% 679 +186 2.77% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 6,870 533 0.07% — 680 +6,870 New Q4 2025 Feb 09, 2026
KG&L Capital Management,LLC History Added to 6,798 528 0.13% 0.13% 681 +811 13.55% Q4 2025 Jan 23, 2026
Soltis Investment Advisors LLC History Reduced 6,798 528 0.03% 0.04% 682 -429 -5.94% Q4 2025 Apr 02, 2026
Palumbo Wealth Management LLC History New 6,789 527 0.13% — 683 +6,789 New Q4 2025 Jan 21, 2026
MCGUIRE CAPITAL ADVISORS INC History New 6,783 526 0.33% — 684 +6,783 New Q4 2025 Feb 19, 2026
J.Safra Asset Management Corp History New 6,750 524 0.03% — 685 +6,750 New Q4 2025 Feb 11, 2026
Indivisible Partners History New 6,721 522 0.06% — 686 +6,721 New Q4 2025 Feb 03, 2026
Brookwood Investment Group LLC History Added to 6,683 519 0.06% 0.06% 687 +261 4.06% Q4 2025 Jan 22, 2026
Shulman DeMeo Asset Management LLC History Added to 6,666 517 0.12% 0.12% 688 +89 1.35% Q4 2025 Jan 14, 2026
ORSER CAPITAL MANAGEMENT, LLC History Added to 4,320 515 0.29% 0.27% 689 +2,160 100.0% Q4 2025 Jan 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 6,637 515 0.01% 0.01% 690 -230 -3.35% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Reduced 6,502 505 0.01% 0.01% 691 -1,562 -19.37% Q4 2025 Jan 16, 2026
Avior Wealth Management, LLC History Reduced 6,507 505 0.02% 0.02% 692 -1,122 -14.71% Q4 2025 Jan 06, 2026
Wealthstar Advisors, LLC History Reduced 6,498 504 0.22% 0.2% 693 -3 -0.05% Q4 2025 Jan 30, 2026
GREAT LAKES ADVISORS, LLC History No change 6,484 503 0.0% 0.0% 694 0 0.0% Q4 2025 Feb 12, 2026
CHICAGO TRUST Co NA History No change 6,484 503 0.08% 0.07% 695 0 0.0% Q4 2025 Feb 17, 2026
WEST MICHIGAN ADVISORS, LLC History New 6,469 502 0.12% — 698 +6,469 New Q4 2025 Jan 28, 2026
D.B. Root & Company, LLC History Added to 6,470 502 0.12% 0.12% 697 +490 8.19% Q4 2025 Feb 03, 2026
Betterment LLC History Reduced 6,468 502 0.0% 0.0% 696 -363 -5.31% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Added to 6,457 501 0.02% 0.01% 699 +3,064 90.3% Q4 2025 Feb 11, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 6,447 500 0.2% 0.2% 700 +33 0.51% Q4 2025 Jan 27, 2026
Vident Advisory, LLC History Reduced 6,434 499 0.0% 0.0% 701 -102 -1.56% Q4 2025 Feb 18, 2026
Fiduciary Alliance LLC History Added to 6,387 496 0.03% 0.03% 702 +109 1.74% Q4 2025 Jan 22, 2026
SMART Wealth LLC History Reduced 6,380 495 0.15% 0.22% 705 -1,013 -13.7% Q4 2025 Jan 26, 2026
Spinnaker Investment Group, LLC History Added to 6,373 495 0.09% 0.08% 704 +825 14.87% Q4 2025 Jan 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 6,376 495 0.01% 0.01% 703 -588 -8.44% Q4 2025 Feb 09, 2026
North Star Investment Management Corp. History Added to 6,329 491 0.03% 0.03% 706 +446 7.58% Q4 2025 Jan 30, 2026
First Citizens Financial Corp History Added to 6,319 490 0.24% 0.21% 707 +938 17.43% Q4 2025 Jan 06, 2026
INVESTMENT PARTNERS, LTD. History No change 6,300 489 0.17% 0.17% 708 0 0.0% Q4 2025 Feb 10, 2026
BYRNE FINANCIAL FREEDOM, LLC History Reduced 6,247 485 0.22% 0.97% 709 -18,668 -74.93% Q4 2025 Feb 04, 2026
Strive Financial Group ,LLC History New 6,240 484 0.24% — 710 +6,240 New Q4 2025 Feb 18, 2026
WHITTIER TRUST CO History Reduced 6,239 483 0.01% 0.01% 711 -198 -3.08% Q4 2025 Jan 26, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 5,503 481 0.14% 0.15% 712 +76 1.4% Q4 2025 Feb 10, 2026
First National Bank of Hutchinson History Reduced 6,182 480 0.28% 0.73% 713 -11,403 -64.85% Q4 2025 Jan 29, 2026
CWA Asset Management Group, LLC History Reduced 6,153 477 0.02% 0.02% 714 -925 -13.07% Q4 2025 Jan 07, 2026
Grantvest Financial Group LLC History Reduced 6,066 471 0.3% 0.39% 716 -1,089 -15.22% Q4 2025 Feb 02, 2026
Florida Trust Wealth Management Co History Added to 6,069 471 0.01% 0.01% 715 +256 4.4% Q4 2025 Jan 20, 2026
III Capital Management History Reduced 6,051 470 0.07% 0.68% 717 -30,000 -83.22% Q4 2025 Feb 17, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Reduced 6,058 470 0.12% 0.13% 718 -216 -3.44% Q4 2025 Feb 06, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 6,042 469 0.04% 0.07% 719 -4,658 -43.53% Q4 2025 Feb 17, 2026
Lynx Investment Advisory History Reduced 6,019 467 0.25% 0.34% 720 -1,262 -17.33% Q4 2025 Feb 05, 2026
TWO SIGMA SECURITIES, LLC History Added to 5,988 465 0.06% 0.04% 721 +2,096 53.85% Q4 2025 Feb 17, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 5,925 460 0.42% — 722 +5,925 New Q4 2025 Feb 13, 2026
Keel Point, LLC History Added to 5,904 458 0.03% 0.02% 723 +737 14.26% Q4 2025 Feb 12, 2026
Financial Partners Group, Inc History Added to 5,486 458 0.05% 0.05% 724 +483 9.65% Q4 2025 Feb 03, 2026
Beech Hill Advisors, Inc. History Added to 5,886 457 0.22% 0.17% 725 +1,294 28.18% Q4 2025 Jan 14, 2026
Dougherty Wealth Advisers LLC History No change 5,882 456 0.26% 0.3% 726 0 0.0% Q4 2025 Jan 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 5,865 455 0.0% 0.0% 727 -26,757 -82.02% Q4 2025 Feb 17, 2026
BAILARD, INC. History Added to 5,840 453 0.01% 0.01% 728 +582 11.07% Q4 2025 Feb 04, 2026
Allen Investment Management, LLC History No change 5,813 451 0.0% 0.01% 729 0 0.0% Q4 2025 Feb 10, 2026
Premier Private Wealth Management LLC History New 5,260 444 0.46% — 730 +5,260 New Q4 2025 Feb 11, 2026
CARRET ASSET MANAGEMENT, LLC History New 5,697 442 0.04% — 731 +5,697 New Q4 2025 Feb 17, 2026
MLP3, LLC History New 5,687 441 0.48% — 732 +5,687 New Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 5,673 440 0.03% 0.08% 733 -9,049 -61.47% Q4 2025 Feb 06, 2026
Axim Planning & Wealth History Added to 5,639 438 0.46% 0.33% 734 +320 6.02% Q4 2025 Feb 13, 2026
BCS Wealth Management History Added to 5,614 436 0.04% 0.06% 735 +2,351 72.05% Q4 2025 Jan 26, 2026
Fjell Capital, LLC History Added to 5,596 434 0.33% 0.35% 736 +445 8.64% Q4 2025 Jan 12, 2026
Global View Capital Management LLC History Added to 5,556 431 0.08% 0.09% 737 +321 6.13% Q4 2025 Jan 14, 2026
Ring Mountain Capital, LLC History Reduced 5,246 431 0.22% 0.23% 738 -153 -2.83% Q4 2025 Jan 27, 2026
Trust Point Inc. History Added to 5,536 430 0.03% 0.03% 739 +659 13.51% Q4 2025 Jan 13, 2026
LongView Wealth Management History Added to 5,340 428 0.1% 0.11% 740 +10 0.19% Q4 2025 Jan 13, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 5,508 427 0.01% 0.01% 741 -2,242 -28.93% Q4 2025 Feb 05, 2026
Garden State Investment Advisory Services LLC History New 5,482 425 0.09% — 742 +5,482 New Q4 2025 Feb 17, 2026
Israel Discount Bank of New York History Added to 5,441 422 1.15% 1.22% 743 +182 3.46% Q4 2025 Jan 28, 2026
ROMANO BROTHERS AND COMPANY History Reduced 5,425 421 0.05% 0.06% 744 -1,225 -18.42% Q4 2025 Jan 14, 2026
APPLETON PARTNERS INC/MA History Reduced 5,414 421 0.03% 0.03% 745 -617 -10.23% Q4 2025 Jan 09, 2026
Ayalon Insurance Comp Ltd. History Reduced 5,395 419 0.1% 2.56% 748 -123,797 -95.82% Q4 2025 Jan 12, 2026
THOMPSON DAVIS & CO., INC. History Reduced 5,394 419 0.25% 0.26% 746 -92 -1.68% Q4 2025 Jan 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 5,394 419 0.01% 0.01% 747 -85 -1.55% Q4 2025 Feb 06, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 5,360 416 0.2% 0.21% 749 -195 -3.51% Q4 2025 Feb 05, 2026
Rothschild Wealth LLC History Reduced 5,334 414 0.04% 0.09% 750 -58 -1.08% Q4 2025 Feb 17, 2026
Tannin Capital LLC History New 5,279 410 0.37% — 751 +5,279 New Q4 2025 Feb 17, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 5,275 409 0.01% 0.02% 752 -5,375 -50.47% Q4 2025 Feb 02, 2026
FIRST NATIONAL TRUST CO History Reduced 5,250 407 0.01% 0.01% 753 -19 -0.36% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History Added to 5,230 406 0.01% 0.01% 754 +814 18.43% Q4 2025 Feb 17, 2026
Rockingstone Advisors LLC History Added to 5,201 404 0.18% 0.2% 755 +5 0.1% Q4 2025 Jan 28, 2026
CDKV HOLDINGS LLC History New 5,184 402 0.34% — 758 +5,184 New Q4 2025 Feb 17, 2026
WESPAC Advisors, LLC History New 5,176 402 0.22% — 756 +5,176 New Q4 2025 Jan 14, 2026
SWMG, LLC History Reduced 4,574 402 0.11% 0.12% 757 -439 -8.76% Q4 2025 Feb 10, 2026
Chicago Partners Investment Group LLC History Added to 4,835 400 0.01% 0.01% 759 +142 3.03% Q4 2025 Jan 28, 2026
Clear Creek Financial Management, LLC History Reduced 5,140 399 0.03% 0.12% 760 -11,921 -69.87% Q4 2025 Jan 23, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 5,145 399 0.04% 0.04% 761 +62 1.22% Q4 2025 Jan 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 5,132 398 0.02% 0.02% 763 +1,348 35.62% Q4 2025 Jan 28, 2026
Klingman & Associates, LLC History Reduced 5,124 398 0.02% 0.02% 762 -531 -9.39% Q4 2025 Jan 29, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 4,895 397 0.02% 0.02% 764 +1,184 31.91% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Added to 5,098 396 0.03% 0.03% 765 +577 12.76% Q4 2025 Jan 23, 2026
SHUFRO ROSE & CO LLC History Reduced 5,085 395 0.03% 0.03% 766 -100 -1.93% Q4 2025 Feb 09, 2026
MSH Capital Advisors LLC History Reduced 5,083 394 0.08% 0.11% 767 -301 -5.59% Q4 2025 Feb 09, 2026
FineMark National Bank & Trust History New 4,989 387 0.01% — 768 +4,989 New Q4 2025 Feb 12, 2026
Portfolio Resources Advisor Group, Inc. History New 4,979 386 0.39% — 769 +4,979 New Q4 2025 Feb 13, 2026
NorthRock Partners, LLC History Added to 4,941 383 0.01% 0.01% 770 +1,181 31.41% Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History Added to 4,929 382 0.03% 0.02% 771 +1,350 37.72% Q4 2025 Feb 17, 2026
Volterra Technologies LP History Reduced 4,898 380 0.04% 0.24% 772 -31,228 -86.44% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 4,887 379 0.01% 0.01% 774 +40 0.83% Q4 2025 Feb 02, 2026
CAPITAL ADVISORS INC/OK History No change 4,884 379 0.01% 0.01% 773 0 0.0% Q4 2025 Jan 15, 2026
SL ADVISORS, LLC History Added to 4,858 377 0.77% 0.75% 775 +3 0.06% Q4 2025 Jan 08, 2026
INGALLS & SNYDER LLC History Reduced 4,824 375 0.01% 0.01% 776 -386 -7.41% Q4 2025 Feb 13, 2026
Balefire, LLC History Added to 4,817 374 0.07% 0.07% 777 +242 5.29% Q4 2025 Jan 12, 2026
THEORY FINANCIAL LLC History Reduced 4,505 372 0.13% 1.23% 778 -39,468 -89.76% Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 4,721 366 0.04% 0.04% 779 +5 0.11% Q4 2025 Feb 13, 2026
Interchange Capital Partners, LLC History Reduced 4,676 363 0.07% 0.09% 780 -869 -15.67% Q4 2025 Jan 30, 2026
Buck Wealth Strategies, LLC History Reduced 4,684 363 0.05% 0.05% 781 -325 -6.49% Q4 2025 Feb 03, 2026
JB Capital LLC History Reduced 4,667 362 0.01% 0.02% 782 -232 -4.74% Q4 2025 Jan 20, 2026
M3 Wealth Management, LLC History New 4,659 361 0.29% — 784 +4,659 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Added to 4,659 361 0.29% 0.34% 783 +3 0.06% Q4 2025 Feb 09, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 4,625 359 0.22% 0.23% 785 +28 0.61% Q4 2025 Jan 21, 2026
Apollon Wealth Management, LLC History Reduced 4,582 355 0.01% 0.01% 787 -110 -2.34% Q4 2025 Jan 22, 2026
Certified Advisory Corp History Added to 4,579 355 0.03% 0.03% 786 +15 0.33% Q4 2025 Jan 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 4,547 353 0.0% 0.0% 788 +67 1.5% Q4 2025 Feb 12, 2026
Quadcap Wealth Management, LLC History No change 4,543 352 0.04% 0.04% 789 0 0.0% Q4 2025 Jan 29, 2026
Blue Trust, Inc. History Added to 4,521 351 0.0% 0.0% 790 +243 5.68% Q4 2025 Jan 16, 2026
DV Trading LLC History New 4,500 349 0.01% — 792 +4,500 New Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History No change 4,500 349 0.0% 0.0% 791 0 0.0% Q4 2025 Feb 12, 2026
Purkiss Capital Advisors LLC History Reduced 4,491 348 0.16% 0.17% 793 -149 -3.21% Q4 2025 Feb 04, 2026
Quadrant Private Wealth Management, LLC History Reduced 4,474 347 0.06% 0.07% 794 -189 -4.05% Q4 2025 Jan 26, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Reduced 4,450 345 0.08% 0.09% 795 -124 -2.71% Q4 2025 Jan 23, 2026
Hyundai Investments Co., Ltd. History New 4,341 339 0.33% — 796 +4,341 New Q4 2025 Feb 17, 2026
Hopwood Financial Services, Inc. History Added to 4,367 339 0.24% 0.2% 797 +505 13.08% Q4 2025 Jan 16, 2026
BROWN ADVISORY INC History Reduced 4,340 337 0.0% 0.0% 798 -392 -8.28% Q4 2025 Feb 13, 2026
Lodestone Wealth Management LLC History Added to 4,328 336 0.14% 0.15% 800 +158 3.79% Q4 2025 Jan 15, 2026
Milestones Private Investment Advisors LLC History Added to 4,337 336 0.23% 0.23% 799 +5 0.12% Q4 2025 Jan 26, 2026